Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nicholas Reardon

Sewell,New Jersey

Summary

Investment professional with comprehensive experience in manager due diligence, portfolio management, and market research. Adept at leveraging analytical skills to drive investment strategies and optimize client outcomes. Strong focus on teamwork, adaptable to changing financial landscapes, and reliable in delivering results. Skilled in financial modeling, risk assessment, and data-driven decision-making.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor, Investment Analyst

Ameriprise Financial
04.2019 - Current
  • Lead manager due diligence process for active equity managers and liquid alternatives
  • Lead active/passive analysis process for advisors to help optimize client portfolios
  • Assisted with the development and implementation of model portfolios which now oversees $30 million in client assets
  • Conducted ad hoc research on unit investment trusts, separately managed accounts, and direct index solutions
  • Served as subject matter expert for equity compensation planning and business exit planning cases
  • In hybrid role also served as lead financial planner for 25 client households

Financial Planning Analyst

Ameriprise Financial
10.2017 - 03.2019
  • Completed an 18-month financial planner rotational program
  • Optimized stock selection process through peer group comparisons and relative valuation analyses
  • Developed financial models to forecast company earnings, valuations, and risk assessments for equity model inclusion
  • Assisted with the planning process for advisors who specialized in equity compensation planning and planning for small business owners
  • Took part in investment committee meetings and presented recommendations

Education

CFP Coursework

American College of Financial Services

CFA Institute

Bachelor of Science - Business Administration (Finance)

Susquehanna University
Selinsgrove
05-2016

Skills

  • Portfolio Management
  • Asset Allocation
  • Manager Due Diligence
  • Python
  • Advanced Excel
  • Macroeconomic Research

Certification

  • Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.

Timeline

Associate Financial Advisor, Investment Analyst

Ameriprise Financial
04.2019 - Current

Financial Planning Analyst

Ameriprise Financial
10.2017 - 03.2019

CFP Coursework

American College of Financial Services

CFA Institute

Bachelor of Science - Business Administration (Finance)

Susquehanna University

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