Nicholas Sorden
- Role
- Director at Raymond James
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
About Nicholas Sorden
Portfolio Management | Business Operations | Strategy | Data Science | Performance…
Experience
Director
Sep 2022 — Present
Advise the next generation of clients, helping those in their 20s, 30s and 40s plan for the future, organize their finances, and manage their investments. Serve as the team’s chief operating officer, setting business strategy, delivering on key initiatives, and ensuring the best possible experience for our clients. 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
Education
Columbia University
Bachelor of Arts, Economics
2007 — 2010
Georgetown University McDonough School of Business
MBA
2016 — 2018
Skills
- Management
- Business Process Design
- Business Process Improvement
- Business Strategy
- Trading
- Project Management
- Insurance
- Business Development
- Business Intelligence
- Budgets
- Asset Allocation
- Fixed Income
- Forecasting
- Financial Analysis
- Financial Modeling
- Leadership
- Digital Marketing
- Financial Risk
- Databases
- Equities
- Portfolio Management
- Analysis
- Program Management
- Corporate Finance
- Finance
- Investments
- Data
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