Nicholas Rinaldi Email and Phone Number
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Nicholas Rinaldi personal email
Nicholas Rinaldi is a AVP - Premium Elite Relationship Manager at Bank of America Merrill Lynch at Bank of America Merrill Lynch. He possess expertise in microsoft office, customer service, microsoft excel, public speaking, microsoft word and 5 more skills.
Bank Of America Merrill Lynch
View- Website:
- bofaml.com
- Employees:
- 23988
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Avp - Premium Elite Relationship ManagerBank Of America Merrill Lynch Jan 2021 - PresentProvidence, Rhode Island- Manage relationship with HNW clients who hold over $1mm in assets with the firm - Deep understanding of margin/ trading strategies - Handle end-to-end service to sales for self- directed and managed brokerage accounts including but not limited to taxable accounts, trusts, IRA’s - Experienced In ACAT, DRS, DWAC transfers, 401k rollovers - Place trades on clients behalf- Help clients gain an understanding of retirement solutions and products
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Trade DeskBank Of America Merrill Lynch Apr 2019 - Nov 2019Providence, Rhode Island Area- Place equity, ETF, mutual fund, CD, and bond trades on clients behalf - Place options trades such as buying/selling calls/ puts, spread strategies - Knowledgeable in margin and calculating buying power
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Investment SpecialistBank Of America Merrill Lynch Jul 2018 - Apr 2019Providence, Rhode Island Area- General brokerage investment account maintenance - Experience servicing Traditional IRA’s, Roth IRA’s, Trusts, 529 plans, 401k accounts- Large dollar domestic wire transfers - Place equity trades - Display basic tax knowledge pertaining to various types of retirement accounts and investment products
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Sector AnalystRam Fund Jan 2018 - May 2018Kingston, Rhode Island- Actively trade securities in a student- led equity fund with upwards of $400K in real assets under management.- Analyze growth stocks in a long- only approach portfolio with fiduciary responsibility to URI CBA Alumni Association.- Bloomberg Terminal Certification (BMC)- Envestnet Certification- Quinnipiac G.A.M.E. Forum - New York, NY- Portfolio Presentation - Fidelity HQ - Smithfield, RI
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Sales RepresentativeTm Business Solutions May 2017 - Dec 2017Providence, Rhode Island- B2B sales in Verizon telecommunication services ranging from small to medium sized businesses.- Train new employees. - Interview new job applicants.- Participate in developmental leadership program. -
Drink WaiterSpain Of Narragansett May 2016 - Sep 2016Narragansett, Rhode Island- Maintained a professional, friendly attitude while serving customers needs necessary for the expectations of an up scale dining institution.
Nicholas Rinaldi Skills
Nicholas Rinaldi Education Details
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Senior
Frequently Asked Questions about Nicholas Rinaldi
What company does Nicholas Rinaldi work for?
Nicholas Rinaldi works for Bank Of America Merrill Lynch
What is Nicholas Rinaldi's role at the current company?
Nicholas Rinaldi's current role is AVP - Premium Elite Relationship Manager at Bank of America Merrill Lynch.
What is Nicholas Rinaldi's email address?
Nicholas Rinaldi's email address is ni****@****aml.com
What schools did Nicholas Rinaldi attend?
Nicholas Rinaldi attended University Of Rhode Island.
What skills is Nicholas Rinaldi known for?
Nicholas Rinaldi has skills like Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Microsoft Powerpoint, Research, Project Management, Social Media.
Who are Nicholas Rinaldi's colleagues?
Nicholas Rinaldi's colleagues are Maria Medynskaya, Manjunath Tp, Malavika Unnikrishnan, Stephen Monick, Walailuck Srisirisathian, John Healy, Tyrell R.w. Smith, Crpc®.
Not the Nicholas Rinaldi you were looking for?
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Nicholas Rinaldi
New York, Ny6thecanary.co, greentechmedia.com, gtmresearch.com, gmail.com, woodmac.com, canarymedia.com6 +171838XXXXX
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Nicholas Rinaldi
Fairfax, Va1540.co -
4goarmy.com, usma.edu, us.army.mil, goarmy.com -
Nicholas Rinaldi
4Th Year Financial Economics Student At Binghamton University | Actively Seeking Opportunities In Finance And Related FieldsBinghamton, Ny -
2uline.com, medline.com3 +126257XXXXX
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