Since 2020, Delia Mcnicholas has been working in Shufro, Rose & Co located None, None. Delia Mcnicholas is a well-qualified Operations Assistant with over seven years of work experience. According to Delia's CV and work profile, Delia Mcnicholas has worked at more than five places with diverse backgrounds and gained various skills. Delia attended school at the Iona College from 2005 to 2009. Delia has professional certification in Series 99 and Series 7. Delia Mcnicholas can be found in Brooklyn, New York – where this professional is currently located. You can search for their phone and email. We can also provide you with additional contact information upon request.
Name variants:
Dell Mcnicholas,
Della Mcnicholas
Last updated May 04, 2024
Contact Information
Last Update
Jul 7, 2022
Email
dm**@nesec.com, de**@gmail.com
Location
Brooklyn, NY
Company
Workplace
Colleagues
Work History
Sales Assistant
2605 Nicholson Rd, Sewickley, PA 15143
Direct contact person for client relations and keeping clients apprised of important upcoming dates and details.
Assists individual & groups of advisors in new client acquisition and accou...
Dec 2015 — Apr 2017
Operations
Responsible for processing client payments to accounts and processing checks and wires from client accounts. Opening and updating new accounts. Processing IRA distributions, contributions an...
Jun 2013 — Dec 2015
Administrative Assistant
Responsible for fielding all phone calls and taking messages (multi-line phone system) Greet and direct clients at office for appointments. scheduling meetings and drafting correspondence. A...
Oct 2010 — Jun 2013
Education
Occupations
Sales Specialist
Sales Person
Sales Representative
Skills
Outlook
Microsoft Excel
Management
Data Entry
Finance
Microsoft Office
Powerpoint
Microsoft Word
Customer Service
Teamwork
Equities
Investments
Wordperfect
Access
Hedge Funds
Asset Management
Capital Markets
Microsoft Works