Nick Johnson Email & Phone Number

California, United States

Pasadena, California, United States

Irvine, California, United States

Cantor Fitzgerald Asset Management provides investment management, asset management, and advisory services to investors in global equity, fixed income, multi-asset, real estate, infrastructure, and private market opportunities. Cantor Fitzgerald Asset Management’s investment platform consists of mutual funds, interval funds, managed exchange-traded funds.

Costa Mesa, CA

In my previous role as a Retirement Service Investment Advisor my responsibilities included 401k/403b/Executive benefits/Defined Benefit plan consultation and sales for both new and existing corporate clients. Day to day activities include conducting initial sales meetings, investment and plan design reviews, driving and managing the client decision making.

Costa Mesa, CA

As a Senior Inside Sales Associate at SC Distributors I was responsible for internally managing the marketing and sales efforts of a top territory with the firm, expanding relationships and growing sales from a network of over 1,250 financial advisors and in the LA & Orange county, CA markets. Our territory was consistently in the top 10% of all teams at.

Costa Mesa, CA

I was promoted to a the role of Business Development after three and a half years at Realty Capital where I was responsible for proactively marketing fixed income alternative investment offerings throughout the broker-dealer community. Additional responsibilities included for consistently setting meetings with new clients to the firm as we looked to expand.

Costa Mesa, California

During my time at Realty Capital I held the title of Assistant Vice President supporting sales and operations efforts from the L.A. and Hawaii markets. My primary responsibility was building new relationships and expanding existing ones to increase sales from the independent broker-dealer and RIA communities. Additional responsibilities included setting.

Ladera Ranch, CA

As a Senior Inside Sales Associate, I was responsible for educating financial advisors & investors on the features and benefits of a 1B dollar publicly registered, self-storage REIT and 1031 TIC/DST tax deferred exchange products. During my tenure our team increased sales by 31% YOY and was consistently in the top three of all territories at the firm..

San Juan Capistrano, CA

During my time at Point Center I was responsible for educating and selling to a book of 500 accredited investors on features & benefits of private equity lending & trust deed commercial real estate investment opportunities. Sales achievements including an increase in sales by 40%.

Lake Forest, CA

As an Account Executives at Beneficial I worked in a branch setting in a client facing sales capacity. I helped educate clients of the firm on the benefits of various retail credit products available to them including home mortgages, equity lines of credit, and personal loans. I was responsible for driving the sales process all the way from setting the.

Mission Viejo, CA

At United Title Company I managed a branch office and was responsible for oversight as well as sales and marketing of title insurance products and services to local real estate agents, brokers and loan officers. I fulfilled customer service requests for property profiles, deeds of trust, mortgage leads, title reconveyances and vesting information. In.

Santa Ana, CA

During my time at Triple Net Properties I supported the sales efforts of a west coast team comprised of three top producing wholesalers. I was expected to keep calendars full of meetings with key prospects and clients, educate retail and high net worth investors on the benefits of the company sponsored Tenant-In-Common, REIT and Private Credit investment.