I am happy to answer questions about a job, research product, etc. with a 15-minute phone call or emailed response

I’m interested in mentoring people from:

    Nicholas filippo

    Villanova, Pennsylvania

    VP Sales and Marketing

    TOWER BRIDGE ADVISORS

    Ask Me About

    Managing a complex sales process
    Managing an RIA business
    Marketing to High net worth individuals
    Negotiations
    People Management
    Team Building

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    Jan 1981 – Jan 1989

    Sales, Staff and Sales Management

    IBM CORPORATION
    P

    Jan 1991 – Dec 1992

    Vice President

    PAINEWEBBER
    C

    Jan 2009 – Dec 2011

    President

    CIPPERMAN COMPLIANCE SERVICES
    P

    Jan 2003 – Dec 2005

    Partner

    PREFERRED CLIENT GROUP
    T

    Jan 2012 – Mar 2017

    VP Sales and Marketing

    TOWER BRIDGE ADVISORS
    V

    Jan 2006 – Dec 2008

    Senior Vice President Sales and Client Service

    VERDIS INVESTMENT MANAGEMENT

    Jan 1993 – Dec 2002

    Senior Vice President

    SEI INVESTMENTS
    P

    Jan 1989 – Dec 1990

    Senior Vice President

    PROVIDENTIAL CORP
    Where I've Studied

    BA, Mathematics

    UNIVERSITY OF CHICAGO

    Masters, Finance

    NORTHWESTERN UNIVERSITY

    Ask Me for a Referral

    TOWER BRIDGE ADVISORS

    In the Media

    Social Media