Niclas Nilsson Email & Phone Number
Director, Internal Sales - Qualified Retirement Plans @ Newport Financial Services
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Niclas Nilsson Location
- Charlotte, NC, US
Niclas Nilsson Work
- 2005 - now Director, Internal Sales - Qualified Retirement Plans @
- 2000 - 2004 Institutional Retirement Product Manager - Qualified Retirement Plans and Separate Accounts @
- 1997 - 2000 International Fixed Income Sales @ First Union Global Capital Markets
Niclas Nilsson Education
- Winthrop University
Masters (Business)
1995 - Winthrop University
Master Of Business Administration (Marketing, Management)
1993 - 1995 - Lander University
Bachelor Of Science (Marketing, Management)
1989 - 1993
Niclas Nilsson Skills
- Retirement
- 401k
- Fixed Income
- Series 7
- ERISA
- Series 63
- Series 65
- Mutual Funds
- Investments
- Retirement Planning
- Financial Services
- Investment Advisory
- Asset Allocation
Niclas Nilsson Summary
- Niclas Nilsson, based in Charlotte, NC, US, is currently a Director, Internal Sales - Qualified Retirement Plans at Newport Group. Niclas Nilsson brings experience from previous roles at Bank of America and First Union Global Capital Markets. Niclas Nilsson holds a Masters in Business @ Winthrop University. With a robust skill set that includes Retirement, 401k, Fixed Income, Series 7, ERISA and more. Niclas Nilsson has 2 emails and 2 mobile phone numbers on RocketReach.
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