NickPedicino-CV Advisor Technology, Product Manager in the United States

NickPedicino-CV Advisor Technology, Product Manager


Telephone: 2159191985

988 Carriage Lane - United States

Location: United States

Sector: Finance, Accountancy, Insurance

Orion – Omaha, NE​​ ​ ​​​August 2021 – Present​Orion 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 2020​Lincoln 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 2019​Morgan 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

Temple University, Bachelor’s Degree, Business Administration

CV attached: CV_8536
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 Finance, Accountancy, Insurance

NickPedicino-CV Advisor Technology, Product Manager

Orion – Omaha, NE​​ ​ ​​​August 2021 – Present​Orion Advisor Technology, (...)

Finance, Accountancy, Insurance: United States
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