Nicholas Winter Email & Phone Number
Financial Planning Associate @ Bartlett Wealth Management
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Nicholas Winter Location
- Chicago, IL, US
Nicholas Winter Work
- Financial Planning Associate @ (August 2024 - Present)
- Wealth Advisory Analyst @ (June 2022 - August 2024)
- Financial Advisor @ Western & Southern Life (June 2021 - June 2022)
- Wealth and Asset Management Co-Op @ (January 2020 - May 2020)
- Loan Analyst Intern @ LendKey Technologies, Inc. (May 2019 - August 2019)
- Pro Shop Manager @ (May 2018 - April 2019)
- Seasonal Employee @ (June 2015 - July 2017)
Nicholas Winter Education
- University of Cincinnati
Bachelor of Business Administration - BBA (Finance, General)
2017-2021 - St. Xavier High School
High School Diploma (General Studies)
2013-2017
Nicholas Winter Skills
- Finance
- Leadership
- Microsoft Access
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Teamwork
- Tenacious Work Ethic
- Time Management
Nicholas Winter Summary
- Nicholas Winter, based in Chicago, IL, US, is currently a Financial Planning Associate at Bartlett Wealth Management. Nicholas Winter brings experience from previous roles at Bartlett Wealth Management, Western & Southern Life, Fifth Third Bank and LendKey Technologies, Inc.. Nicholas Winter holds a 2017 - 2021 Bachelor of Business Administration - BBA in Finance, General @ University of Cincinnati. With a robust skill set that includes Finance, Leadership, Microsoft Access, Microsoft Excel, Microsoft Office and more.
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