Sly Nicolia
Portfolio Lead | CAPM
- Role
- Portfolio Lead at Insight Global
- Location
- Montclair, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Portfolio Lead
Dec 2024 — Present
Education
University of Connecticut
Bachelor of Arts (B.A.), Psychology
2007 — 2011
Skills
- Wealth Management Services
- Business
- Cold Calling
- Retirement
- Financial Planning
- Series 63
- Microsoft Excel
- Time Management
- Life Insurance
- Finance
- Management
- Financial Services
- High Net Worth Individuals
- Insurance
- Fixed Annuities
- Customer Service
- Relationship Management
- Sales
- Financial Planners
- Small Business
- Financial Analysis
- Investments
- Employee Benefits
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