Nicholas Liccardi
Business Development | RBC Rochdale
- Role
- Business Development Specialist at Rbc Rochdale
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Nicholas Liccardi
Accomplished investment professional with over three years of experience across investment management, portfolio analysis, and client engagement. CFA Level II Candidate with FINRA Series 7 and 66 licenses. Brings a strong ability to synthesize complex market and portfolio information, collaborate effectively with senior investment professionals, and build trusted relationships that support long-term business growth.
Experience
Business Development Specialist
Oct 2024 — Present · New York, NY, US
Proactively develop and maintain relationships with independent Financial Advisors and CPAs serving high-net-worth clients, partnering with Senior Investment Consultants to identify growth opportunities and support advisors in winning larger and more complex client relationships.• Analyze client portfolios and help construct customized investment proposals, contributing to asset allocation design and evaluating risk tolerance, income needs, liquidity constraints, and tax considerations in advance of client presentations.• Advance business opportunities from prospecting through onboarding by coordinating with Senior Investment Consultants, Portfolio Management, and internal partners to support asset transitions and ensure seamless implementation.
Education
Gettysburg College
Bachelor of Arts - BA, Economics, Business Minor
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