Nick Karafotias
Sr. Executive Partner & Sponsor Relations at Edelman Financial Engines
- Role
- Sr Executive Partner & Sponsor Relations at Edelman Financial Engines
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Nick Karafotias
Senior Financial Services Executive with extensive leadership, operational, and…
Experience
Sr Executive Partner & Sponsor Relations
Jan 2020 — Present · Boston, MA, US
Responsible for servicing a number of the firm\'s key retirement provider relationships. Serve as primary architect for EFE’s aligned provider and client retention strategies. Develop and implement the strategic direction for our aligned providers and their large plan sponsors, including Fortune 500 companies. Leverage relationships with Executive Management within the firm’s client and consultant organizations to mutual understanding of shared goals. Establish joint objectives in collaboration with the firm\'s Strategic Relationship Management, Client Relationship Management and Consultant Relations Teams.
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
1995 — 1997
Stonehill College
BA
1987 — 1991
Skills
- Reference Data
- Trading Systems
- Hedge Funds
- Financial Markets
- Trading
- Asset Allocation
- Mutual Funds
- Back Office
- Equity Trading
- Risk Management
- Bonds
- Fixed Income
- Securities
- Finra
- Investment Management
- Series 63
- Operational Risk Management
- Fund of Funds
- Corporate Actions
- Etfs
- Electronic Trading
- Equities
- Capital Markets
- Series 7
- Alternative Investments
- 1940 Act
- Options
- Financial Services
- Operational Oversight
- Relationship Management
- Oversight
- Asset Managment
- Derivatives
- Middle Office
- Market Data
- Bloomberg
- Asset Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.