Nicholas Adams, MBA
Senior Equity Success Manager@ Equitybee
Detroit, Michigan, United States
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Nicholas Adams, MBA is a results-driven sales professional with over 8 years of experience in the FinTech/Financial Services sector. He is known for using data-driven approaches to find opportunities and collaborate with teams to cultivate new sales ideas. Nicholas has strong interpersonal skills and technical acumen, along with a continuous improvement mindset. He has worked at Franklin Templeton as a Senior Internal Advisor Consultant and at Legg Mason as an Analyst and Global Sales Analytics Intern. Nicholas also has experience as a Wealth Management Intern at Siller & Cohen Family Wealth Advisors.
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Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@franklinresources.com
@franklinresources.com
@leggmason.com
@equitybee.com
+1 516749****
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About

Results-driven sales professional with over 8 years of experience working within the FinTech/Financial Services sector. Known for using data-driven approaches to find opportunities, collaborating with teams to cultivate new sales ideas and having a passionate attitude to learning the business at hand. Strong interpersonal skills and technical acumen, along with continuous improvement mindset.

Work Experience

550 Hamilton Ave, Palo Alto, CA, 94301, US

Financial Services

90
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Nicholas Adams, MBA's Professional Milestones

  • Global Sales Analytics Intern (2015-01-01~2015-08-01): Optimized global sales data analysis, driving accuracy and efficiency in data analysis in global markets.
  • Analyst, Us Business Analytics (2015-08-01~2018-06-01): Developed data-driven insights to gather strategic business insights for informed decision-making and drive business growth.
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Education

Iona University
Iona University

Financal Management,

Advanced Certificate In General Accounting,

Finance,

General

1293840000-1420070400