Nicholas Cardello
Wealth Management Associate @Barrett & Company, Inc
Providence County, RI, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Mar 2020 — Present
Wealth Management Associate @Barrett & Company, Inc
View department →
Provides financial planning, retirement & estate planning as well as tax services to the firms’ entire client base. Provides planning demonstrations through the eMoney system and services client accounts. Familiar with Fidelity products including Wealthscape, MAS, FBSI and FMAX. Manages the marketing and web development for the firm and social media sites.
SKILLS
DatabasesTestingRisk ManagementManagementProject ManagementPowerpointPublic SpeakingCustomer ServiceQuality ControlFinanceStrategic PlanningSapStrategyConflict ManagementMicrosoft OfficeMarketing StrategyForecastingGlobal CommunicationsTeamworkAnalysisMicrosoft ExcelTime ManagementData AnalysisProduct DevelopmentSalesMicrosoft WordBusiness DevelopmentBusiness Planning
ABOUT NICHOLAS CARDELLO
In 2014 I completed my B.S. degree in Business from the University of Vermont…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.