Volunteer-Finance and Investment Committee @ (April 2016 - July 2018)
VP, Wealth Management Advisor @ (July 2015 - June 2018)
Private Client Banker @ (June 2012 - July 2015)
Assistant Branch Manager-Sales @ (December 2010 - June 2012)
Personal Banker @ (March 2010 - December 2010)
Assistant Branch Manager @ (August 2007 - March 2010)
Nick Henry Education
Concordia University Irvine
Bachelor’s Degree
2016-2022
Esperanza High School 1997-2001
Nick Henry Skills
Leadership
Banking
Insurance
Retirement Planning
Financial Planning
Loan Origination
Portfolio Management
Mortgage Banking
Investments
Relationship Management
Business Development
Finance
Strategic Planning
Financial Services
Wealth Management
Microsoft Office
Risk Management
Credit
Consumer Lending
Customer Service
Financial Analysis
Management
Retail Banking
Loans
Nick Henry Summary
Nick Henry, based in California, United States, is currently a Vice President, Senior Relationship Manager at First American Trust. Nick Henry brings experience from previous roles at Pacific Marine Mammal Center, First American Trust, FSB and JPMorgan Chase Bank N.A.. Nick Henry holds a 2016 - 2022 Bachelor’s Degree @ Concordia University Irvine. With a robust skill set that includes Leadership, Banking, Insurance, Retirement Planning, Financial Planning and more. Nick Henry has 1 emails and 2 mobile phone numbers on RocketReach.
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