Nick Carbone
Partner | Business Strategy at Sooner Business Advisors | Boston, Massachusetts, United States
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Nick Carbone serves as a Partner at Sooner Business Advisors, where he leverages his extensive background in finance and cybersecurity to provide strategic insights and tailored solutions for clients navigating critical life events, such as retirement or business transitions. With a Master of Science in Administration of Justice focused on Homeland Security and Cybersecurity, along with a Bachelor of Science in Finance from Salve Regina University, Nick possesses a unique blend of expertise that positions him as a thought leader in business strategy and financial advisory.
At Sooner Business Advisors, Nick is instrumental in demystifying exit planning for business owners. He understands that each client’s journey is unique, and he excels in building strong relationships that foster trust and collaboration. His approach is characterized by a commitment to customizing roadmaps that not only protect but also enhance the value of what clients have built over the years. Key projects under his leadership include developing comprehensive business continuity plans and financial strategies that align with clients’ long-term visions.
Nick’s proficiency in communication and social networking further enhances his ability to connect with enterprise accounts and channel sales, ensuring that clients receive the highest level of service and support. By combining his financial acumen with a deep understanding of cybersecurity risks, he helps businesses safeguard their assets while positioning them for sustainable growth. As a partner at Sooner Business Advisors, Nick Carbone is dedicated to empowering clients with the knowledge and strategies they need to achieve their personal and professional goals.
Partner | Business Strategy at Sooner Business Advisors in August 2022 to Present
Client Strategist at Prosperl CPA PC in April 2024 to Present
Financial Planner at Commonwealth Financial Group in June 2019 to January 2024
Enterprise Sales Associate at Dynatrace in February 2018 to June 2019
Commercial Fisherman - Deck Boss at Trident Fisheries in September 2015 to February 2018
Assistant Mens Soccer Coach at Salve Regina University in August 2015 to August 2016
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Strategic Thinking
Relationship Building
Employee Benefits Design
Financial Advisory
Enterprise Accounts
Consultative Selling
Channel Sales
Software as a Service (SaaS)
Presentations
Record Of Success
Channel Partners
Business-to-Business (B2B)
Software Development Life Cycle (SDLC)
Business Analysis
Customer Relationship Management (CRM)
Relationship Development
Employee Benefits
Analytical Skills
Business Planning
Business Strategy
Exit Strategies
Business Value
Business Continuity Planning
Business Owner Planning
Networking
Insurance
Financial Services
Finance
Sales
Business Development
Research
Social Media
Marketing
Market Research
Retirement Planning
Microsoft Word
PowerPoint
Salesforce.com
Public Speaking
Teamwork
Problem Solving
Time Management
Improvisation
Communication
Leadership
Sales Prospecting
Multi-task & Handle High-volume Workloads
Strategic Prospecting
Qualifying Prospects
Social networking
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What is Nick Carbone email address?
Email Nick Carbone at [email protected]. This email is the most updated Nick Carbone email found in 2026.
How to contact Nick Carbone?
To contact Nick Carbone send an email to [email protected]. (updated on November 04, 2024)
What company does Nick Carbone work for?
Nick Carbone works for Sooner Business Advisors
What is Nick Carbone's role at Sooner Business Advisors?
Nick Carbone is Partner | Business Strategy
What is Nick Carbone's Phone Number?
Nick Carbone's phone (413) ***-*370
What industry does Nick Carbone work in?
Nick Carbone works in the Business Consulting And Services industry.
Nick Carbone Email Addresses
Nick Carbone Phone Numbers
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