Nicholas Jefferies Email & Phone Number

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