Nicholas Sutherland Email & Phone Number
Senior Wealth Advisor @ Mariner Wealth Advisors
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Nicholas Sutherland Location
- Clarkston, MI, US
Nicholas Sutherland Work
- 2021 -now Senior Wealth Advisor @
- 2013 -2021 Manager @
- 2009 -2013 Associate @
- 2008 -2009 Assistant Manager @
- 2008 -2009 Tax Season Assistant @
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 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 3 emails and 1 mobile phone numbers on RocketReach.
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