Nicholas Jefferies Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pa, Us

Radnor, Pennsylvania, United States

Radnor, Pennsylvania, United States

• Daily executing trading for all of Firm in support of senior trader• Trading with over 16 different custodians. Most notably: Charles Schwab, Morgan Stanley, PNC, JP Morgan• Work with 26 different brokers to resolve fixed-income and equity settlement Issues• Daily trade match and affirmation

Haverford, Pennsylvania, United States

• Daily account reconciliation with over 16 different custodians• Coordinate with front office personnel to resolve a multitude of account issues

Pennington, New Jersey, United States

• Execute client-directed CD, Mutual Fund and Money Market account transactions • Perform in-depth client research examining complex account issues with timely and effective resolutions• Work alongside seasoned Financial Advisors to coordinate client solutions

Pennington, New Jersey, United States

• Provide investment insight and expertise to over 25 clients per day• Adhere to stringent FINRA and financial industry guidelines • 98% customer satisfaction score for entire employment• Generate above average quality referrals per month

Mount Laurel, Nj

• Work alongside seasoned portfolio managers responsible for over $900 million in assets• Facilitate pipeline management through Gorilla CRM™• Conduct targeted sales calls, consistently meeting or exceeding an average of 50 calls per hour• Averaging about 10 new and qualified leads per month resulting in top of the 2020 intern class• Elected to begin level II tier sales calls which involves more advanced pitch and qualification

Greater Philadelphia Area

• Work as a tech tutor in a computer lab, supervising and managing 12 computers and the guests who use them• Help the library staff by working without supervision and alleviate issues that would impede the work of higher level employees• Developed strong communication skills by answering guest's questions as well as addressing any concerns they may have

Jacksonville, North Carolina Area

• Worked as a Rifleman in the Infantry in many different environments completing a wide variety of tasks• Supervised a team of three fellow marines through all daily operations and directly lead all of them to be promoted one rank• Extensive time-management and problem-solving skills learned

Blue Bell, Pennsylvania

• IT and Administrative intern for an HRMS payroll and benefits company• Performed a wide variety of tasks including: computer setup, installing servers, server room management and processing W-2's• Learned skills such as how to improvise, and solve problems in a time effective manor

Bachelor'S Degree, Finance, General

Activities and Societies: Temple University Veterans Association

Business Administration And Management, General