Nina Rizzo
Client Services Professional | B.S. Mathematics
- Role
- Account Manager at Square One Inc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Nina Rizzo
Driven client services professional seeking to transition into wealth management, aiming to leverage my analytical skills, relationship-building expertise, financial services experience, and drive to obtain my Series licenses. With experience managing diverse client portfolios and increasing revenue through consultative selling, I thrive on delivering tailored solutions that meet clients’ financial needs. I hold a B.S. in Mathematics and am eager to apply my quantitative skills to portfolio analysis, asset allocation, and wealth planning. I am excited about the opportunity to collaborate with senior professionals and provide world-class service to high-net-worth clients in a fast-paced, client-first environment.
Experience
Account Manager
Feb 2024 — Present · Mount Laurel, NJ, US
Education
Rowan University
Bachelor of Science - BS, Mathematics; Minor, Statistics and Operations Research
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