Nick Donaldson Email & Phone Number
Founder of Investment Fiduciary Planners, LLC @ Investment Fiduciary Planners (IFP)
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Nick Donaldson Location
- Denver, CO, US
Nick Donaldson Work
- 2015 -now Founder of Investment Fiduciary Planners, LLC @
- 2021 -now Founder @ CryptoRothIRA.com
- 2020 -2025 Mortgage Loan Officer @
- 2017 -2019 Registered Representative @ GVC Capital LLC
- 2011 -2015 Investment Adviser Representative of Park Avenue Securities @
- 2009 -2011 Investment Adviser Representative @
- 2007 -2009 Internal Wholesaler @
- 2006 -2007 Retirement Plans Specialist, HNW, 529 @
- 2005 -2006 Broker Assistant - Retirement Plans Coordinator @
Nick Donaldson Education
- Colorado State University
B.S. (Rockwell College of Business)
2001-2005
Nick Donaldson Skills
- Alternative Investments
- Financial Advisory
- Nonprofit Retirment
- Retirement Savings
- Cash Flow
- Insurance
- Retirement Planning
- Financial Planning
- Investments
- Finance
- Retirement Plan Consulting
- Investment Advisory
- Strategic Planning
- Cash Flow Management
- Financial Services
- Balance
- Business Planning
- Strategic Financial Planning
- FINRA
- Microsoft Word
- Investment Strategies
- Real Estate
- Debt And Equity Capital Raising
- Financial Literacy Training
- Customer Service
- College Funding Strategies
- Financial Literacy
- Succession Planning
- Management
- Financial Advice
- Project Management
- Strategic Financial
- Nonprofit Retirment Plans And Benefits Consultant
- Retirement
- Retirement Plan
- College Funding
- Securities
Nick Donaldson Summary
- Nick Donaldson, based in Denver, CO, US, is currently a Founder of Investment Fiduciary Planners, LLC at Investment Fiduciary Planners (IFP). Nick Donaldson brings experience from previous roles at CryptoRothIRA.com, Efinity Mortgage, GVC Capital LLC and Financial Representative at Wealth Strategies Group. Nick Donaldson holds a 2001 - 2005 B.S. in Rockwell College of Business @ Colorado State University. With a robust skill set that includes Alternative Investments, Financial Advisory, Nonprofit Retirment, Retirement Savings, Cash Flow and more. Nick Donaldson has 4 emails and 2 mobile phone numbers on RocketReach.
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