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Nicholas Sutherland Location
Clarkston, MI, US
Nicholas Sutherland Work
Senior Wealth Advisor @ (August 2021 - Present)
Manager @ (January 2013 - June 2021)
Associate @ (November 2009 - January 2013)
Assistant Manager @ (August 2008 - December 2009)
Tax Season Assistant @ (January 2008 - May 2009)
Nicholas Sutherland Education
Ohio State University CFP Program
Financial Planning and Services
2011-2012
Central Michigan University
Bachelor of Science in Business Administration (Finance)
2007-2009
Hillsdale College 2004-2006
Nicholas Sutherland Skills
Microsoft Office
Financial Reporting
Research
Microsoft Excel
Customer Service
Sales
Legal Writing
Estate Planning
Microsoft Word
Legal Advice
Nicholas Sutherland Summary
Nicholas Sutherland, based in Clarkston, MI, US, is currently a Senior Wealth Advisor at Mariner Wealth Advisors. Nicholas Sutherland brings experience from previous roles at Plante Moran, Northern Financial Advisors, Inc., Menna's Joint 'HOME OF THE DUB' and Yeo & Yeo PC. Nicholas Sutherland holds a 2011 - 2012 Financial Planning and Services @ Ohio State University CFP Program. With a robust skill set that includes Microsoft Office, Financial Reporting, Research, Microsoft Excel, Customer Service and more. Nicholas Sutherland has 2 emails and 1 mobile phone numbers on RocketReach.
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