Daniel Nicholson
Vice President, Senior Retirement Sales Director
- Role
- Vice President, Senior Retirement Sales Director at T. Rowe Price
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
About Daniel Nicholson
Experienced Sales Executive and Relationship Manager with a demonstrated ability to build relationships in all geographical areas of the country across multiple client types. Proven ability to build new books of business from scratch while simultaneously growing existing business. Passionate about mastering new things and utilizing technology to stream line processes and create repeatable results.
Experience
Vice President, Senior Retirement Sales Director
Feb 2025 — Present · West Chester, PA, US
Partner with advisors and consultants in the Mid-Atlantic & Carolinas (DC, DE, MD, NC, NJ, PA, SC, & VA) to provide T. Rowe Price Retirement Plan Services in the mid and large plan market ($75M+).
Education
University of Delaware
BS Finance, BA Communications
Skills
- Series 63
- Etfs
- 401k
- Consultative Selling
- Asset Allocation
- Mutual Funds
- Securities
- Investment Advisory
- Investments
- Sales
- Cima
- Selling
- Retirement
- Financial Services
- Investment Strategies
- Alternative Investments
- Wealth Management
- Series 7
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