Nick Dalessandro Email & Phone Number

Senior Associate, Asset Management @ Great Valley Advisor Group

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Nick Dalessandro Location

Philadelphia, PA, US

Nick Dalessandro Work

2024 - now Senior Associate, Asset Management @ Great Valley Advisor Group
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2022 - 2023 Senior Portfolio Associate @ Signature Estate & Investment Advisors, LLC
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2019 - 2022 Senior Investment Analyst @ Franklin Group Financial Services
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2018 - 2019 Investment Advisor Representative @ Delaware Valley Advisors
2015 - 2018 Wealth Advisor @ Jacobi Wealth Advisors
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2013 - 2013 Research Analyst @ AlixPartners
2012 - 2012 Assistant Case Manager @ Cefalo and Associates
2011 - 2011 Private Wealth Management Intern and Analyst @ Jacobi Capital Management

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Nick Dalessandro Education

Fordham Gabelli School of Business
Bachelor of Science (BS) (Finance)
2010 - 2014

Nick Dalessandro Skills

Portfolio Management
Microsoft Office
Microsoft Word

PowerPoint
Research
Microsoft Excel
Social Media
Public Speaking
Finance
Financial Analysis

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Nick Dalessandro Summary

Nick Dalessandro, based in Philadelphia, PA, US, is currently a Senior Associate, Asset Management at Great Valley Advisor Group. Nick Dalessandro brings experience from previous roles at Signature Estate & Investment Advisors, LLC, Franklin Group Financial Services, Delaware Valley Advisors and Jacobi Wealth Advisors. Nick Dalessandro holds a 2010 - 2014 Bachelor of Science (BS) in Finance @ Fordham Gabelli School of Business. With a robust skill set that includes Portfolio Management, Microsoft Office, Microsoft Word, PowerPoint, Research and more. Nick Dalessandro has 2 emails and 2 mobile phone numbers on RocketReach.

Nick Dalessandro Emails

Found 2 emails

Nick Dalessandro Phone Numbers

Found 4 phone numbers

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