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
- Director of Financial Planning @ (March 2025 - Present)
- Family Wealth Adviser @ (December 2016 - Present)
- Director, Retirement Plan Operations @ (March 2022 - February 2026)
- Financial Representative @ (June 2016 - December 2016)
- Intern @ (June 2015 - August 2015)
- Summer Intern @ Omni Metals Laboratory Inc. (May 2010 - August 2014)
Nick Sponseller Education
- Hillsdale College
Bachelor of Arts (B.A.) (Financial Management)
2012-2016 - Skyline High School 2008-2012
Nick Sponseller Skills
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Emoney
- English
- Event Planning
- Finance
- Financial Analysis
- Financial Services
- Investments
- Leadership
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Monte Carlo Simulation
- Photoshop
- PowerPoint
- Process Improvement
- Public Speaking
- Research
- Sales
- Social Media
- Strategic Planning
- Team Leadership
- Teamwork
- Time Management
- Customer Relationship Management Crm
- 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 Communication, Customer Relationship Management (CRM), Customer Service, Emoney, English and more. Nick Sponseller has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Nick Sponseller
Top TFO Wealth Partners Employees
Brady Fineske
President
Monclova, OH, 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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