Nicholas Rounds Email & Phone Number
Senior Relationship Manager, Vice President
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Nicholas Rounds Location
- Mount Laurel, NJ, US
Nicholas Rounds Work
- Senior Relationship Manager, Vice President @ TD Wealth (November 2013 - Present)
- Banking Advisor @ (March 2012 - November 2013)
- Relationship Manager @ (February 2011 - March 2012)
- Relationship Manager @ PNC Private Client Group (April 2009 - February 2011)
- Client Manager @ Bank of America Premier Banking & Investments (February 2008 - April 2009)
- Relationship Manager @ PNC Private Client Group (June 2005 - February 2008)
- Licensed Financial Sales Consultant @ (September 2004 - June 2005)
Nicholas Rounds Education
- Muhlenberg College
Bachelor of Arts
1999-2003
Nicholas Rounds Skills
- Series 7
- Uniform Combined State Law
- Series 66
- Wealth Management
- Manage Client Relationships
- Private Banking
- Business Networking
- Building Strong Referral Networks
- Channel Partner Development
- Real Estate Lending
- Asset Based Lending
- Cash Flow Lending
- Unsecured Loans
- Investment Management
- Retirement Planning
- Fiduciary Services
- Strategic Financial Planning
- Financial Services
- Retail Banking
- Consumer Lending
- Banking
- Financial Planning
- Portfolio Management
- Relationship Management
- Credit
- Financial Analysis
- Commercial Lending
- Services
Nicholas Rounds Summary
- Nicholas Rounds, based in Mount Laurel, NJ, US, is currently a Senior Relationship Manager, Vice President at TD Wealth. Nicholas Rounds brings experience from previous roles at PNC Wealth Management, PNC Private Client Group and Bank of America Premier Banking & Investments. Nicholas Rounds holds a 1999 - 2003 Bachelor of Arts @ Muhlenberg College. With a robust skill set that includes Series 7, Uniform Combined State Law, Series 66, Wealth Management, Manage Client Relationships and more. Nicholas Rounds has 1 emails and 1 mobile phone numbers on RocketReach.
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