Nico Sharp Email & Phone Number
VP of Sales - Private Credit @ RBI Private Lending
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Nico Sharp Location
- Los Angeles, CA, US
Nico Sharp Work
- VP of Sales - Private Credit @ (May 2024 - Present)
- Strategic Advisor @ (May 2024 - March 2026)
- Private Mortgage Sales @ (May 2024 - June 2025)
- Area Sales Manager @ (January 2023 - June 2024)
- Senior Team Lead @ (July 2021 - August 2022)
- Private Mortgage Banker @ (August 2019 - July 2021)
- Managing Director - Wealth Management @ Spotlight Asset Group, Inc. (June 2018 - July 2020)
- Vice President - Wealth Management @ (June 2017 - May 2018)
- Vice President - Private Client Advisor @ (April 2015 - June 2017)
- Investment Consultant - Beverly Hills and New York City @ (March 2013 - April 2015)
- Regional Private Banker @ (August 2011 - March 2013)
- Senior Credit Analyst @ (March 2007 - March 2010)
Nico Sharp Education
- UC Irvine
CFP (Financial Planning and Services)
2016-2018 - Rutgers University–Newark
Economics (Political Science)
Nico Sharp Skills
- MEDDIC Sales Methodology
- Business Development
- Data Analysis
- Data Modeling
- Statistical Data Analysis
- Software as a Service (SaaS)
- Sales Pipeline Development
- Financial Analysis
- FinTech
- Direct Sales
- Investments
- Finance
- Financial Services
- Wealth Management
- Equities
- Securities
- Management
- Customer Service
- Leadership
- Investment Management
- Investment Advisory
- Investment Strategies
- Investment Properties
- Sales Management
- Sales Operations
- Operations Management
- series 7
- Series 66
- Life Insurance
- Estate Planning
- Trust Management
- Trusts
- Investment Trusts
- structured products
- Derivatives
- Equity Derivatives
- Fixed Income Strategies
- Municipal Bonds
- Private Equity
- Private Banking
- High Net Worth Individuals
- Wealth Preservation Planning
- Wealth Management Services
- Wealth Preservation
- Financial Planning
- College Education Planning
- Retail Sales
- Salesforce.com
- Morningstar
- Retirement Planning
- 401k Rollovers
- Search Engine Optimization (SEO)
- Microsoft Excel
- Microsoft Office
- Retail Banking
- Mutual Funds
- Bloomberg Terminal
- Wealth Accumulation
- Search Engine Optimization Seo
- Unit Investment Trusts
- Long Term Care Insurance
- Search Engine Optimization
Nico Sharp Summary
- Nico Sharp, based in Los Angeles, CA, US, is currently a VP of Sales - Private Credit at RBI Private Lending. Nico Sharp brings experience from previous roles at Zero Circle, Ladera Lending, Inc., Total Mortgage and Tomo. Nico Sharp holds a 2016 - 2018 CFP in Financial Planning and Services @ UC Irvine. With a robust skill set that includes MEDDIC Sales Methodology, Business Development, Data Analysis, Data Modeling, Statistical Data Analysis and more. Nico Sharp has 2 emails and 4 mobile phone numbers on RocketReach.
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