Senior Portfolio Associate @ (December 2022 - March 2023)
Senior Investment Analyst @ (September 2019 - December 2022)
Investment Advisor Representative @ (June 2018 - September 2019)
Wealth Advisor @ (June 2015 - February 2018)
Research Analyst @ (January 2013 - August 2013)
Assistant Case Manager @ Cefalo and Associates (June 2012 - August 2012)
Private Wealth Management Intern and Analyst @ Jacobi Capital Management (June 2011 - August 2011)
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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