Consultant
CurrentTransitioning from direct client portfolio management to oversight of operations, working with employees at growing a sales network
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@commonscapitaladvisors.com
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Joel Nies is listed as Consultant at Commons Capital Advisors at Commons Capital Advisors, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at commonscapitaladvisors.com and a matched LinkedIn profile for Joel Nies.
Joel Nies previously worked as Consultant at Commons Capital Advisors and Independent Sales / Wealth Advisor at Seacrest Wealth Management. Joel Nies holds Bachelor’S Degree, Operations Research And Information Engineering from Cornell University.
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AeroLeads found 1 current-domain work email signal for Joel Nies. Compare company email patterns before reaching out.
For 12 years in financial services I gained valuable sales experience developing client business while growing my software and medical device knowledge which began while working in enterprise software analysis. I simplified the investing process to help create, educate and develop both business and individual relationships.
Listed skills include Business Development, Finance, Sales, Wealth Management, and 1 others.
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Transitioning from direct client portfolio management to oversight of operations, working with employees at growing a sales network
Focused on Business Development, raising assets under management. Acting in the full trust of a fiduciary role, I invested client assets according to their risk profile that targets their long-term desired goals. Educating clients and prospects across the investment spectrum was essential to give understanding of the risks of loss and potential of gains.
Raised $28m in private wealth assets through several sales practicesDeveloped marketing materials to enhance business growthPerformed seminars and made 30,000 cold calls to develop a network of prospects and clientsResearched software and medical device companies for investments
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Joel Nies works for Commons Capital Advisors.
Joel Nies is listed as Consultant at Commons Capital Advisors at Commons Capital Advisors.
AeroLeads has found 1 work email signal at @commonscapitaladvisors.com for Joel Nies at Commons Capital Advisors.
Joel Nies is based in Boston, Massachusetts, United States while working with Commons Capital Advisors.
Joel Nies has worked for Commons Capital Advisors, Seacrest Wealth Management, and Merrill Lynch.
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Joel Nies holds Bachelor’S Degree, Operations Research And Information Engineering from Cornell University.
Joel Nies is listed with skills including Business Development, Finance, Sales, Wealth Management, and Investments.
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