Mr Nick PEDICINO Telephone: 2159191985 988 Carriage Lane - United States Location: United States
Sector: Finance, Accountancy, Insurance
Experience:
Orion – Omaha, NE August 2021 – PresentOrion Advisor Technology, Product Manager
• Define features and user stories for the enhancement and development of new technologies.
• Monitor and maintains backlog for incoming technology bugs and work with developers to resolve in a timely manner.
• Work with Application Development Lead to ensure Agile processes and best practices are adhered to
• Test new application acceptance criteria in pre-production environments prior to deployment.
Lincoln Financial – Philadelphia, PA July 2019–August 2020Lincoln Financial Network, Advisory Sales Consultant
• Educate Financial Advisors on product offerings and platform capabilities
• Promote advisory initiatives to Financial Advisors and support staff
• Provide guidance to advisors on proposal generation and account maintenance processes
• Assist with onboarding new accounts for advisors
Morgan Stanley – Wilmington, DE May 2016–July 2019Morgan Stanley Wealth Management, Advisory Business Associate
• Responsible for proactive communication of advisory enhancements, policy and procedural changes to branch management and Financial Advisors
• Highly involved in on-boarding process for new Financial Advisors; including their transition of client assets into MSWM advisory programs
• Lead new hire training for Consulting Group Field Services Sales Desk
• Assist UAT teams with system enhancements and new policy implementations
Morgan Stanley – Wilmington, DE April 2012–May 2016
Morgan Stanley Wealth Management, Consulting Group Product Specialist
• Serve as point of contact with Financial Advisors leveraging advisory programs
• Educate Financial Advisors on various programs, and work to find what is best client fit
• Provide guidance on proposals, account opening, billing, account maintenance and trading
• Assist with creating client profiles and incepting accounts in advisory programs
• Facilitate efficient navigation of managed accounts portal and trading platforms
Education:
Temple University, Bachelor’s Degree, Business Administration CV attached: CV_8536
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Posted by:
Nickpedicino  15/08/2022
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