Nick Berman

Investment Portfolio Associate at Raymond James Financial

Nick Berman is a versatile professional with extensive experience in marketing, sales, and finance. Currently serving as a Practice Marketing Associate at Raymond James, Nick is studying for financial exams to become a certified Financial Advisor. Prior to this role, Nick worked as a Senior Account Executive at Tropic, where the focus was on optimizing purchasing processes for clients. Nick also held significant positions at Treasury Prime, leading embedded finance sales and fintech partnerships, and at LinkedIn, where contributions spanned various roles including Enterprise Relationship Manager and Account Executive in Sales Solutions. Nick's early career includes experience as a Wealth Management Associate at Royal Bank of Canada and diverse marketing roles. Nick holds a double major Bachelor of Arts and Bachelor of Sciences from the University of Southern California in Broadcast and Digital Journalism and Business Administration, focusing on Finance and Entrepreneurship.

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