Nicholas Paleveda MBA J.D. LL.M

Organizer
DISC Type : Sd

Executive Producer at International Broadcast Media

Midvale, Utah, United States

Overview

Nicholas Paleveda is the CEO of National Pension Partners, leveraging over 30 years of expertise in tax, estate, and pension planning. He holds JD and LL. M degrees and is a former adjunct professor at Northeastern Universitys Graduate Tax Program. Colleagues and students describe him as an expert, professional, and outstanding instructor.

Outside of his legal and financial career, Nicholas is a highly accomplished chess player. He is a USCF Chess Master and a three-time Florida State Chess Champion, demonstrating a deep passion and skill for the game. He has also participated in and won team trivia championships.

Unique fact: Nicholas is a prolific author who has published numerous books on the complex topics of retirement plans, estate planning, and legal ethics.

Personality Overview

Slow Starter

Thoughtfully Quick

Somewhat Formal

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Retirement Planning
As CEO of National Pension Partners and author of "The Handbook of Retirement Plans, " this is his core professional focus.
Tax Law
He holds an LL. M in Tax Law, taught in a graduate tax program, and is licensed to practice before the U. S. Tax Court.
Chess Strategy
He is a USCF Chess Master and a three-time Florida State Chess Champion, indicating a serious, lifelong hobby.

Media Appearances

Nicholas has no verified media appearances

Work History

1-2016
Executive Producer at International Broadcast Media
10-2010
CEO at National Pension Partners
10-2010 - 3-2011
Editor Pension News at National Pension Partners
10-2010
Editor at Pension News!
3-2011 - 4-2019
Adjunct Professor, Graduate Tax Program at Northeastern University, Boston

Education

1979 - 1983
J.D. from University of Miami
1982 - 1983
LL.M from University of Denver - Sturm College of Law

More Information

Social Presence :

Prographics :

Exp : 7 Location : Midvale, Utah, United States Job Level : Junior Designation : Executive Producer at International Broadcast Media
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Insights For Selling To Nicholas

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicholas is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Nicholas

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Nicholas move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Nicholas take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Nicholas

Personality Compatibility


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