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Nick Berman Email & Phone Number

Investment Portfolio Associate at Raymond James
Location: Marina Del Rey, California, United States 18 work roles 2 schools
1 work email found @linkedin.com 2 phones found area 310 and 650 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email n****@linkedin.com
Direct phone (310) ***-****
LinkedIn Profile matched
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Current company
Role
Investment Portfolio Associate
Location
Marina Del Rey, California, United States
Company size

Who is Nick Berman? Overview

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Quick answer

Nick Berman is listed as Investment Portfolio Associate at Raymond James, a with 5 employees, based in Marina Del Rey, California, United States. AeroLeads shows a work email signal at linkedin.com, phone signal with area code 310, 650, and a matched LinkedIn profile for Nick Berman.

Nick Berman previously worked as Practice Marketing Associate at Raymond James and Senior Account Executive at Tropic. Nick Berman holds Double Major - Bachelor Of Arts (B.A.); Bachelor Of Sciences (B.S.), Broadcast And Digital Journalism; Business Administration (Finance & Entrepreneurship) from University Of Southern California.

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Email format at Raymond James

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{first_initial}{last}@linkedin.com
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AeroLeads found 1 current-domain work email signal for Nick Berman. Compare company email patterns before reaching out.

Profile bio

About Nick Berman

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Listed skills include Social Media, Marketing, Social Networking, Social Media Marketing, and 23 others.

Current workplace

Nick Berman's current company

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Raymond James
Raymond James
Investment Portfolio Associate
Toronto, ON
Website
Employees
5
AeroLeads page
18 roles

Nick Berman work experience

A career timeline built from the work history available for this profile.

Investment Portfolio Associate

Current

St. Petersburg, Florida, Us

We're always thinking about our clients, their portfolios and the performance of their investments. At the 24/7 Investment Group of Raymond James, we’re passionately dedicated to pursuing every avenue for enhancing your financial life. That’s well-rounded wealth management and around-the-clock commitment.

Sep 2024 - Present

Practice Marketing Associate

St. Petersburg, Florida, Us

Currently studying for my financial exams to become a certified Financial Advisor.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Jun 2024 - Aug 2024

Senior Account Executive

Remote, Us

Tropic helps companies manage their purchasing process, guarantee savings, and turn their software spend into a strategic advantage.

Jan 2023 - Jun 2024

Head Of Embedded Finance Sales

San Francisco, California, Us

Jul 2021 - Dec 2022

Fintech Partnerships

San Francisco, California, Us

The API platform that connects banks and fintechs. Treasury Prime provides the technology to partner, operationalize, and launch the most innovative banking products.

Jan 2021 - Jul 2021

Enterprise Relationship Manager - Emerging Growth Segment

Sunnyvale, Ca, Us

The Emerging Growth Enterprise team helps some of our most strategic clients become more competitive with their use of LinkedIn and modern selling. We are partnering to help sales teams find and win more business with the vision of making sellers essential partners to buyers.

Jul 2019 - Jan 2021

Enterprise Relationship Manager

Sunnyvale, Ca, Us

As an Enterprise Relationship Manager, I am partnering with LinkedIn's largest clients to help build, implement, and scale their Sales Navigator & LinkedIn sales program. I have the good fortune of being able to help empower sales professionals to exceed their goals and help my clients exceed their revenue growth goals through the effective use of LinkedIn Sales Navigator.

Jul 2018 - Jun 2019

Account Executive - Sales Solutions: Mid-Market

Sunnyvale, Ca, Us

LinkedIn's Sales Solutions enables sales professionals to fill their sales pipeline with the right people, insights, and relationships. We help sales leaders empower their sales teams to effectively leverage the LinkedIn platform. My team works with Sales and Marketing executives to implement a managed, scalable Social Selling strategy that improves lead quality, sales pipeline, conversion rates, CRM adoption, and sales effectiveness. I am passionate about making an impact on others who work in a similar role to me through enabling effective social selling. As a sales professional, I am very fortunate to not only sell a solution that I believe in and use every day, but my work also helps to improve the very profession I work in.If you would like to learn how LinkedIn can help you transform your sales organization and empower you to grow your business through social selling, feel free to connect.

Jan 2017 - Jun 2018

Account Executive - Sales Solutions: Smb

Sunnyvale, Ca, Us

Mar 2016 - Dec 2016

Account Executive - Sales Solutions: Smb

Sunnyvale, Ca, Us

Jan 2015 - Feb 2016

Talent Solutions Consultant

Sunnyvale, Ca, Us

LinkedIn's Talent Solutions has revolutionized the way companies are recruiting. We provide our corporate and staffing clients with the tools they need to find and attract the best active and passive talent in the world. There are currently over 277 million professionals on LinkedIn with 2 new members joining every second, providing recruiters with the largest pool of talent to choose from. As a Talent Solutions Consultant, I am responsible for speaking with potential clients to discover how our custom built solutions can best address their hiring needs. I partner with our product strategists to provide clients with the tools they need to leverage the LinkedIn platform to grow their business.

Mar 2014 - Dec 2014

Customer Experience Advocate

Sunnyvale, Ca, Us

As a Customer Experience Advocate, I was responsible for enriching the member experience by providing support to members who have questions or have problems using our site. In doing so, I ensure that our members are getting the most out of their experience on LinkedIn and leveraging our platform to further their careers.

Feb 2014 - Mar 2014

Business Leadership Program Associate – Global Sales

Sunnyvale, Ca, Us

I am part of the exciting, explosive growth occurring at the world's largest professional network. As a part of LinkedIn's Business Leadership Program, I am training to be part of LinkedIn's global sales force. At LinkedIn we are connecting the world's professionals to make them more productive and successful. By connecting talent with opportunity at massive scale, we are working to achieve our goal of providing economic opportunity for every professional in the world. As a part of LinkedIn's sales team, I am working to change the way the world's professionals hire, market, and sell. LinkedIn's talent solutions, marketing solutions, and sales solutions are allowing companies to find the world's best passive talent, engage the world's professionals, and use social selling to turn cold calls into warm prospects.

Sep 2013 - Mar 2014

Recruiting Associate

Sunnyvale, Ca, Us

At LinkedIn talent is our number one operating priority. I am working to find, source, and hire the top talent to join me at LinkedIn in our Global Sales Organization. I strive to engage potential applicants and paint the picture of what it is like to work at LinkedIn. I am excited to go to work everyday because I know that I have the potential of changing someone's life the way that LinkedIn has for me.

Sep 2013 - Jan 2014

Social Media Analyst

New York, Ny, Us

At Initiative, I researched market and social media data to optimize marketing strategies for clients and to provide graphical reports of their social media performance. I was part of the expansion of the social media division at IPG’s advertising agency Initiative.

May 2012 - Aug 2012

Wealth Management Associate

Toronto, Ontario, Ca

As an associate for the 24/7 Financial Advising group at RBC, I was responsible for researching equity opportunities on a weekly basis, creating reports to display performance for our high net-worth clients, and generating leads for potential new clients.

Jan 2011 - Jan 2012

Research And Marketing Associate

At StarGreetz, I was responsible for creating Sales and marketing resources, researching market trends, and I built out the internal CRM system for the start-up digital technology company.

May 2010 - Sep 2011

Marketing Intern And Broadcaster

Los Angeles, California, Us

Live play-by-play broadcaster for Jr. Dodger Broadcasting Program (live online & on-field interviews). Worked on “Path of the Fan Experience” project for Executive Vice President of Marketing Dr. Charles Steinberg.

Jun 2008 - Sep 2009
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

2 education records

Nick Berman education

Double Major - Bachelor Of Arts (B.A.); Bachelor Of Sciences (B.S.), Broadcast And Digital Journalism; Business Administration (Finance & Entrepreneurship)

University Of Southern California

Education record

Harvard-Westlake High School
FAQ

Frequently asked questions about Nick Berman

Quick answers generated from the profile data available on this page.

What company does Nick Berman work for?

Nick Berman works for Raymond James.

What is Nick Berman's role at Raymond James?

Nick Berman is listed as Investment Portfolio Associate at Raymond James.

What is Nick Berman's email address?

AeroLeads has found 1 work email signal at @linkedin.com for Nick Berman at Raymond James.

What is Nick Berman's phone number?

AeroLeads has found 2 phone signal(s) with area code 310, 650 for Nick Berman at Raymond James.

Where is Nick Berman based?

Nick Berman is based in Marina Del Rey, California, United States while working with Raymond James.

What companies has Nick Berman worked for?

Nick Berman has worked for Raymond James, Tropic, Treasury Prime, Linkedin, and Initiative.

Who are Nick Berman's colleagues at Raymond James?

Nick Berman's colleagues at Raymond James include Bentsen Falb, Alex Onishenko, Raj Bhaskar, Basanta Sapkota, and Jonathan Sepe.

How can I contact Nick Berman?

You can use AeroLeads to view verified contact signals for Nick Berman at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Nick Berman attend?

Nick Berman holds Double Major - Bachelor Of Arts (B.A.); Bachelor Of Sciences (B.S.), Broadcast And Digital Journalism; Business Administration (Finance & Entrepreneurship) from University Of Southern California.

What skills is Nick Berman known for?

Nick Berman is listed with skills including Social Media, Marketing, Social Networking, Social Media Marketing, Sales, Marketing Strategy, Start Ups, and Recruiting.

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