Nick Sponseller Email & Phone Number
Director of Financial Planning @ TFO Wealth Partners
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Nick Sponseller Location
- Toledo, OH, US
Nick Sponseller Work
- 2025 -now Director of Financial Planning @
- 2016 -now Family Wealth Adviser @
- 2022 -2026 Director, Retirement Plan Operations @
- 2016 -2016 Financial Representative @
- 2015 -2015 Intern @
- 2010 -2014 Summer Intern @ Omni Metals Laboratory Inc.
Nick Sponseller Education
- Hillsdale College
Bachelor of Arts (B.A.) (Financial Management)
2012-2016 - Skyline High School 2008-2012
Nick Sponseller Skills
- Leadership
- Customer Relationship Management Crm
- PowerPoint
- Social Media
- Public Speaking
- Sales
- Photoshop
- Event Planning
- Investments
- Communication
- English
- Finance
- Process Improvement
- Team Leadership
- Strategic Planning
- Financial Services
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Marketing
- Time Management
- Monte Carlo Simulation
- Customer Service
- Financial Analysis
- Management
- Teamwork
- Research
- Emoney
- Customer Relationship Management
Nick Sponseller Summary
- Nick Sponseller, based in Toledo, OH, US, is currently a Director of Financial Planning at TFO Wealth Partners. Nick Sponseller brings experience from previous roles at TFO Wealth Partners, Northwestern Mutual and Merrill Lynch. Nick Sponseller holds a 2012 - 2016 Bachelor of Arts (B.A.) in Financial Management @ Hillsdale College. With a robust skill set that includes Leadership, Customer Relationship Management Crm, PowerPoint, Social Media, Public Speaking and more. Nick Sponseller has 2 emails on RocketReach.
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Others Named Nick Sponseller
Top TFO Wealth Partners Employees
Chris Winters
Director, Retirement Plan Services
Maumee, OH, US
Jordan Crabb
Family Wealth Adviser
Indianapolis, IN, US
Nick Sponseller
Director of Financial Planning
Toledo, OH, US
Jim Herrick
Executive Vice President
Maumee, OH, US
Robert Bowers
COO and CHRO
Maumee, OH, US
Steven Schwartz
Director, Houston | Family Wealth Strategist
Houston, TX, US
Anna Brubaker
Family Wealth Associate
Maumee, OH, US
Nikki Dillon
Partner
Toledo, OH, US
Lindsay Franks
Director of Client Operations
Toledo, OH, US
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