John Nicholas Email & Phone Number
VP Client Relations and Wealth Transition Strategist @ Trustee Services Group
John Nicholas's Location
Fort Collins, CO, US
John Nicholas's Work
- VP Client Relations and Wealth Transition Strategist @ Trustee Services Group
- Senior Trust Officer @ Dunham Trust Company
- Vice President - Trust and Private Banking @ Cache Bank and Trust
- Vice President - Commercial Loan Officer @ United Western Bank
- Fixed Income Investment Broker @ Vining Sparks
John Nicholas's Education
- The University of Memphis
MBA (Finance)
1999 - 2005
John Nicholas's Skills
- Investments
- Banking
- Estate Planning
- Financial Services
- Wealth Management
- Retirement Planning
- Asset Management
- Real Estate
- Fixed Income
- Consumer Lending
John Nicholas's Summary
John Nicholas, based in Fort Collins, CO, US, is currently a VP Client Relations and Wealth Transition Strategist at Trustee Services Group, bringing experience from previous roles at Dunham Trust Company, Cache Bank and Trust, United Western Bank and Vining Sparks. John Nicholas holds a 1999 - 2005 MBA in Finance @ The University of Memphis. With a robust skill set that includes Investments, Banking, Estate Planning, Financial Services, Wealth Management and more, John Nicholas contributes valuable insights to the industry. John Nicholas has 4 emails and 1 mobile phone number on RocketReach.
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