Nick Sciandra, CFP®
Head of Investor / Shareholder Success at Averleigh Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Financial Planner
CFP BoardJul, 2012- Oct, 2024 -
Series 63
FINRA -
Series 66
FINRA -
Series 7
FINRA -
Series 9/10
FINRA
Experience
-
Averleigh Capital
-
Venture Capital and Private Equity Principals
-
1 - 100 Employee
-
Head of Investor / Shareholder Success
-
Dec 2022 - Present
- Providing Liquidity Solutions For Startup & Private Shareholders - Work closely with founders, executives, and employees to engage in discussions surrounding liquidity of their private/startup shares - Work with institutional investors (GP's, LP's, Funds, Family Offices, etc.)on portfolio acquisitions and dispositions - Responsible for sourcing, gathering data, negotiating pricing of private and startup equity sales - Develop marketing campaigns geared toward both the supply and demand side for portfolio acquisitions and dispositions Show less
-
-
-
EquityBee
-
United States
-
Financial Services
-
1 - 100 Employee
-
Executive Equity Success Manager
-
Nov 2019 - Nov 2022
- Founding sales employee based in US hired to help employees who have earned stock options find funding to exercise those options by locating the funding from an investor - Led efforts to build out Institutional Investment channels and relationships - Reported directly to CEO and other co-founders - Launched product offering and have continued to build and iterate over time - Worked closely cross functionally with teams such as product and engineering to ensure any implementations would benefit the option holder - Oversaw the implementation of various systems such as multiple CRM's, Looker, and various internal tools - Worked primarily with Founders, C-suite, and other executives to help address what were typically more complex option packages - Work closely with Institutional Investors to locate the funding needed to exercise their options - Responsible for supply side sales leading to more the double the GMV (Gross Merchandise Value) in the company's history through October of 2022 -Produced investment supply representing 38% of the company's all-time GMV through October 2022 Show less
-
-
-
Vise
-
Brazil
-
Professional Training and Coaching
-
1 - 100 Employee
-
Business Development / Partnerships
-
2018 - 2019
- Early-Stage Startup, specializing in artificial intelligence applications for Financial Advisors - Specialization in partnerships and Business Development - Develop sales playbook to determine the best sales techniques for the team to have successful interactions - Work closely with co-founders to help drive the company vision - Created a pilot program and reporting to allow users access to the platform while working alongside them to see the benefits the technology can provide - Create prospecting techniques to find qualified leads - Perform platform demonstrations to determine how the product can fit within their ecosystem - Have an in-depth understanding of the technology being used internally as well as that of business partners Show less
-
-
-
FutureAdvisor
-
United States
-
Financial Services
-
1 - 100 Employee
-
Senior Wealth Advisor / Business Partnership Advisor
-
Jul 2015 - Sep 2017
- Acquired by BlackRock in 2016 - Senior business partnership advisor at digital advisor/robo advisor - Negotiate pricing for clients allowing them to benefit from our product while still benefitting the organization - Perform product demos for prospective clients and partners -Oversaw AUM growth from roughly $500MM to over $1B in retail business by increasing client retention and asset inflow -Senior advisor on team that services both retail clients and partnerships. - High focus on customer success - Work closely with portfolio management to discuss various investment strategies - Expertise on the complexities of algorithmic asset allocation and how changes are made - Built and delivered training materials to business partners and partner advisors - Successfully transitioned from mainly direct to consumer model to working in a business to business environment where I was responsible for educating advisors and other various stakeholders on the product - B2B advisor on partnerships with US Bank, LPL Financial, and First Republic Show less
-
-
-
E*TRADE Financial Corporation
-
United States
-
Investment Banking
-
1 - 100 Employee
-
Corporate Services Financial Consultant
-
Dec 2014 - Jul 2015
- Work with corporate partners to educate their employees on equity compensation to be received (i.e. FitBit) - Present in front of large groups of employees as well as executives to educate on their equity compensation plans - Work on generating new clients, both individual and corporate, through various referral and sales techniques - Specialization in stock option plans and other forms of equity compensation - Work with corporate partners to educate their employees on equity compensation to be received (i.e. FitBit) - Present in front of large groups of employees as well as executives to educate on their equity compensation plans - Work on generating new clients, both individual and corporate, through various referral and sales techniques - Specialization in stock option plans and other forms of equity compensation
-
-
-
Charles Schwab
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Consultant- Vice President
-
Oct 2011 - Dec 2014
-Position appropriate solutions to meet goals of each client-Grow practice of clients through referrals from current clients and various referral partners such as attorneys, tax advisors, and other partners in the community-Conduct seminars that encompass a variety of investment and planning related topics to clients and other industry professionals-Worked on various high profile projects such as working with Facebook when they went public to help plan with and educate employees
-
-
Associate Financial Consultant
-
Jan 2011 - Oct 2011
-Proactive outbound sales calls to existing and new to firm clients-Worked with clients that walked into the local branch and met with them in a face to face manner-Understand the objective and goals of client in providing advice. This was done through speaking with and getting to know individual client objectives-Partner with subject matter experts, peers, branch managers, and other referral partners to generate relationships with new clients
-
-
Sr. Client Consultant
-
Oct 2008 - Dec 2010
-Provide service to a segment of clients that primarily includes high net worth and active investors-Work alongside branch partners to ensure that this client segment receives the most efficient and highest level of service afforded- Managed team of both licensed and unlicensed representatives in a capacity that met and exceeded firm goals
-
-
Registered Representative
-
Aug 2007 - Oct 2008
-Provide an array of financial services as well as identifying business opportunities-Participated in outbound calling initiative to current and prospective clients-Acted in a training capacity for new to firm employees
-
-
Education
-
Arizona State University
Bachelor of Interdisciplinary Studies, Business & Economics
Community
