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 @
- 2022 -2023 Senior Portfolio Associate @
- 2019 -2022 Senior Investment Analyst @
- 2018 -2019 Investment Advisor Representative @
- 2015 -2018 Wealth Advisor @
- 2013 -2013 Research Analyst @
- 2012 -2012 Assistant Case Manager @ Cefalo and Associates
- 2011 -2011 Private Wealth Management Intern and Analyst @ Jacobi Capital Management
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
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 3 mobile phone numbers on RocketReach.
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