Nicholas P. Email & Phone Number

Pittsburgh, Pennsylvania, United States

• Researched and resolved settlement inquiries from institutional clients, brokers, and custodial teams.
• Raised major issues to appropriate teams, ensuring timely resolution and client satisfaction.
• Maintained line of communication between client and brokers

Greater Pittsburgh Area

Family business. Assisted with administrative duties including:- Setting up company website via webservice- Setting up MS teams site for advisor communication and collaboration- Monitoring MS teams backend emails and security access to teams.

Greater Pittsburgh Area

Worked as an intern to Senior Business Development Manager. Assisted with market research, creation on physical and digital marketing materials. Cold called prospective clients.

Greater Pittsburgh Area

Go the opportunity to sit in on high level meetings with management and start-up vendors for 'Go to market strategies.'

Murrysville, PA

Seasonal. Worked 2 summers (2018 & 2019). Worked in the pro shop section of the club house. Handled customer transactions including sales of retail items. Also, monitored the phone for incoming tee-times to set-up in our tee sheet book. Was trusted to close out and lock-up the clubhouse during evening shifts.

Murrysville, PA

Seasonal work between senior year of HS and freshman year of college. Worked as a teller and performed basic cash handling duties for bank customers. (i.e. Withdrawals, deposits, loan payments, customer transaction inquires, and raising queries to supervisors)

Greensburg, PA

Internship through Franklin Regional High School. Helped advisors and office managers with simple organizational tasks at the office. Was able to shadow client phone calls/meetings.