Nicholas Dodds Email & Phone Number
Senior Director, RIA Business Development at SEI @ SEI
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Nicholas Dodds Location
- Devon, PA, US
Nicholas Dodds Work
- 2026 -now Senior Director, RIA Business Development at SEI @
- 2020 -now Founder @
- 2025 -2026 Vice President, Client Partner for SEI @
- 2024 -2025 Strategic Relationship Manager @
- 2023 -2023 Senior Vice President, Business Development @
- 2021 -2023 Director, Wealth Solutions @
- 2015 -2022 Alumni Assocation Board Member @
- 2019 -2021 Sales Coach Consultant @
- 2019 -2019 High Net Worth Client Manager @
- 2017 -2019 Vanguard Retail Operations Manager @
- 2014 -2017 Relationship Manager - HNW Retail Clients @
- 2012 -2013 Vice President of Institutional Sales @
- 2010 -2012 Internal Sales Associate and Marketing Coordinator @
Nicholas Dodds Education
- University of Miami
B.B.A (Entrepreneurship)
2007-2009 - The Haverford School 2005-2007
- University of Virginia
Semester at Sea - Study Abroad Program (Mediterranean Sea Voyage)
Nicholas Dodds Skills
- Marketing
- Sales
- Investments
- Mutual Funds
- Social Media Marketing
- Social Networking
- Social Media
- Event Planning
- Portfolio Management
- Time Management
- Salesforce.com
- Finance
- Financial Analysis
- Public Speaking
- Bloomberg Terminal
- PowerPoint
- Strategic Planning
- Business Development
- Market Research
- Marketing Strategy
- Sports
- Fundraising
- Series 7
- Series 63
- Microsoft Office
- Microsoft Excel
- Management
- Microsoft Word
- Leadership
- CRM
- Customer Service
- Customer Relationship Management (CRM)
- Customer Relationship Management Crm
- Collaborative Problem Solving
- Consultative Selling
- Talent Identification
- Business Relationship Management
- Retirement Planning
- Microsoft PowerPoint
- Client Services
- Data Analytics
- Miller Heiman Sales Training
- Institutional Investments
- Career Development
- Lean Management
- Financial Services
- Wealth Management
- Series 24
- Customer Relationship Management
Nicholas Dodds Summary
- Nicholas Dodds, based in Devon, PA, US, is currently a Senior Director, RIA Business Development at SEI at SEI. Nicholas Dodds brings experience from previous roles at ND23 Training, Coforge, Pontera and FNZ Group. Nicholas Dodds holds a 2007 - 2009 B.B.A in Entrepreneurship @ University of Miami. With a robust skill set that includes Marketing, Sales, Investments, Mutual Funds, Social Media Marketing and more. Nicholas Dodds has 4 emails and 1 mobile phone numbers on RocketReach.
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