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@ssctech.com
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2 phones found area 617 and 888
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LinkedIn matched
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David Nicholas is listed as Product Manager for Alternatives at SS&C Technologies at SS&C Technologies, a company with 13029 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at ssctech.com, phone signal with area code 617, 888, and a matched LinkedIn profile for David Nicholas.
David Nicholas previously worked as Product Manager at Ss&C Technologies and Associate Regional Director at Wells Fargo Asset Management. David Nicholas holds Bachelor Of Science (B.S.), Accounting And Finance from Franklin Pierce College.
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AeroLeads found 1 current-domain work email signal for David Nicholas. Compare company email patterns before reaching out.
Experienced Relationship Consultant with a demonstrated history of working in the financial services industry. Skilled in Equity Trading, Fixed Income, Retirement Planning, and Mutual Funds. Strong consulting professional with a Bachelor's Degree focused in Accounting and Finance from Franklin Pierce University.
Listed skills include Series 63, Retirement Planning, Finance, Mutual Funds, and 9 others.
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A career timeline built from the work history available for this profile.
Greater Boston Area
- Promote SS&C's capabilities to clients & identify sales opportunities- Design enhancements for our current solutions- Develop and grow new product offerings- Build solid relationships with assigned clients by consistently delivering value- Communicate clients needs & issues with the business- Travel and attend meetings with key client decision makers.
Greater Boston Area
Responsibilities and duties included:- Working with independent financial advisors located on Long Island & Manhattan.- Travel to industry events for sales calls, seminars and presentations- Territory management- Maintain T & E and promotional budgets- Grow sales and revenue by adding new clients and cross selling other products to existing clients.
Greater Boston Area
Responsibilities and duties include:- Assist high net worth customers in executing complex option strategies.- In-depth knowledge of margin account requirements, compliance, margin processing, option strategies, risk analysis, and trade processing (especially pricing, exercises, and assignments).- Systems Usability Testing: Worked with existing clients to.
Westboro, MA
Responsibilities and duties included:- Provided financial advice to existing and prospective clients.- Executed trades for clients.- Established new accounts for new customers.- Sold financial products to new and existing client base.- Competed for new client's financial assets at other institutions.
Marlborough, MA
Responsibilities and duties included:- Assisted clients with payroll and human resource issues.- Answered questions on employee stock options / exercises.
Other employees you can reach at ssctech.com. View company contacts for 13029 employees →
Teerapat Saiprom
Colleague at Ss&C Technologies
Nakhon Si Thammarat, Thailand, Thailand
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AB
Aradhya Bapardekar
Colleague at Ss&C Technologies
Mumbai, Maharashtra, India, India
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EB
Elisa Black
Colleague at Ss&C Technologies
Providence, Rhode Island, United States, United States
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PB
Patrick Brady
Colleague at Ss&C Technologies
Wadesville, Indiana, United States, United States
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FL
Freddy Lliguichushca
Colleague at Ss&C Technologies
New York City Metropolitan Area, United States
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AH
Ahmed Hasan
Colleague at Ss&C Technologies
India, India
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DB
David Barlow
Colleague at Ss&C Technologies
Greater London, England, United Kingdom, United Kingdom
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FP
Frank Palermo
Colleague at Ss&C Technologies
Kansas City, Missouri, United States, United States
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ПС
Павел Стельмащук
Colleague at Ss&C Technologies
Ukraine, Ukraine
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MC
Madison Chaney
Colleague at Ss&C Technologies
Evansville, Indiana, United States, United States
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Quick answers generated from the profile data available on this page.
David Nicholas works for SS&C Technologies.
David Nicholas is listed as Product Manager for Alternatives at SS&C Technologies at SS&C Technologies.
AeroLeads has found 1 work email signal at @ssctech.com for David Nicholas at SS&C Technologies.
AeroLeads has found 2 phone signal(s) with area code 617, 888 for David Nicholas at SS&C Technologies.
David Nicholas is based in Boston, Massachusetts, United States while working with SS&C Technologies.
David Nicholas has worked for Ss&C Technologies, Wells Fargo Asset Management, J.P. Morgan, Morgan Stanley, and Fidelity Investments.
David Nicholas's colleagues at SS&C Technologies include Teerapat Saiprom, Aradhya Bapardekar, Elisa Black, Patrick Brady, and Freddy Lliguichushca.
You can use AeroLeads to view verified contact signals for David Nicholas at SS&C Technologies, including work email, phone, and LinkedIn data when available.
David Nicholas holds Bachelor Of Science (B.S.), Accounting And Finance from Franklin Pierce College.
David Nicholas is listed with skills including Series 63, Retirement Planning, Finance, Mutual Funds, Trading, Series 7, Series 65, and Series 9.
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