John Nicholas Email & Phone Number
Senior VP Fiduciary Services and Account Manager @ Trustee Services Group
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John Nicholas Location
- Fort Collins, CO, US
John Nicholas Work
- 2026 -now Senior VP Fiduciary Services and Account Manager @
- 2020 -2026 VP Fiduciary Services and Account Manager @
- 2015 -2020 Senior Trust Officer @ Dunham Trust Company
- 2009 -2015 VP of Trust and Private Banking @
John Nicholas Education
- The University of Memphis
MBA (Finance)
1999-2005
John Nicholas Skills
- Trust Management
- Business Development
- Wealth Management Services
- Investments
- Wealth Management
- Estate Planning
- Financial Services
- Sales
- Marketing
- Banking
- Retirement Planning
- Asset Management
- Real Estate
- Fixed Income
- Consumer Lending
- Investment Management
- Commercial Lending
- Retirement
- Credit
- Loans
- Financial Planning
- Finance
- Commercial Banking
- Mutual Funds
- Loan Origination
- Financial Analysis
- Financial Advisory
- Investment Advisory
- Business
- Written Communication
- Communication
- IRAs
- Wealth Accumulation
- Management
- Portfolio Management
John Nicholas Summary
- John Nicholas, based in Fort Collins, CO, US, is currently a Senior VP Fiduciary Services and Account Manager at Trustee Services Group. John Nicholas brings experience from previous roles at Trustee Services Group, Dunham Trust Company and Cache Bank and Trust. John Nicholas holds a 1999 - 2005 MBA in Finance @ The University of Memphis. With a robust skill set that includes Trust Management, Business Development, Wealth Management Services, Investments, Wealth Management and more. John Nicholas has 3 emails and 3 mobile phone numbers on RocketReach.
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