Nick Wolf Location
- Los Angeles, CA, US
Nick Wolf Work
- 2024 - now Wealth CFO | Exit Planner @
- 2025 - now Board Member @
- 2020 - 2023 Vice President, Relationship Manager @
- 2017 - 2020 Financial Advisor @
- 2016 - 2017 Vice President, Private Banker @
- 2014 - 2016 Client Advisor @
- 2012 - 2014 Private Banking Analyst @
- 2011 - 2012 Homeownership Advisor @
- 2010 - 2011 Loss Mitigation Sr Underwriter @
Nick Wolf Education
- Pepperdine Graziadio Business School
Certificate in Financial Planning
2021 - 2021 - University of Wisconsin-Milwaukee
Bachelor (Finance)
2006 - 2009
Nick Wolf Skills
- Life Insurance
- Business Planning
- Succession Planning
- Financial Planning
- Investment Management
- Mortgage Lending
- Financial Advisory
- Wealth Management Services
- Retirement Planning
- Banking
- Investments
- Customer Experience
- Criminal Law
- Analysis
- Liens
- Work Ethic
- Rule 144
- Market
- Mortgage Underwriting
- Third Party
- Documentation
- Mortgage Insurance
- FDCPA
- Theft
- Liquidation
- Responsibility
- Risk Management
- Credit
- Premises
- Regulations
- Merchandise
- Wealth
- Communication
- Loan Servicing
- Social Housing
- Reports
- High Energy
- Team Building
- Cash Flow
- FNMA
- Security
- Accountability
- Cash
- Financial Analysis
- Modification
- Calls
- Guidelines
- Face to Face
- CRM
- Complaints
- Build Relationships
- Propose
- Third Parties
- Flows
- Credit Analysis
- Loan Officers
- Vendors
- Equities
- Performer
- Workout
- Financial Services
- Human Resources
- Training
- Uniform Combined State Law
- Asset Managment
- Accident Investigation
- Business Administration
- Policy
- Underwriting
- Structure
- Business Development
- Alternative Solutions
- Retail
- Builders
- Assessment
- Belief
- Accounting
- Pitch Books
- Fair Use
- Nonprofits
- Ultra
- Foreclosures
- Default
- Real Estate
- Compliance
- Auditing
- Wealth Management
- Private Bank
- Fixed Income
- Meetings
- Waterfalls
- Securities
- Monitors
- Debt
- Sales Process
- Research
- Loss Mitigation
- Customer Contact
- Asset Management
- Income Properties
- Series 63
- Thinker
- FHLMC
- Finance
- Private Banking
- System
- 10b5 1 Plans
- Electronics
- Trading
- Solution
- Real Estate Transactions
- Balance Sheet
- Legal Requirements
- Residential Mortgages
- Expenses
- Affluent
- Private Equity
- Reviews
- Acts
- Relationship Building
- Risk
- FINRA
- Loss Prevention
- Originating
- HMDA
- Coordination
- Risk Tolerance
- Series 7
- Liability
- Bridge
- Data Recovery
- Implications
- North American
- Microsoft Office
- Leadership
- Violations
- Customer Service
- Execution
- Escrow
- Wolf
- RESPA
- Conducting Meetings
- Home
- High Net Worth Individuals
- Recording
- Voluntary
- Loan Origination
- Los Angeles
- San Francisco
- Residential Homes
- Strategy
- Income
- Rules
- Approvals
- Internal Audit
- Internal Staff
- Management
- Past Clients
- Corporate Services
- Sage Act
- Chicago
- SQL Tuning
- Approval Process
- Milwaukee
- Net
- Recoveries
- Retaining
- Venture Capital
- Coordinate
- Negotiation
- Attorneys
- Design
- Start Up Ventures
- Arrangements
- Loans
- .NET
Nick Wolf Summary
- Nick Wolf, based in Los Angeles, CA, US, is currently a Wealth CFO | Exit Planner at Forefront. Nick Wolf brings experience from previous roles at Calabasas Chamber of Commerce, Key Private Bank , Morgan Stanley and Citi. Nick Wolf holds a 2021 - 2021 Certificate in Financial Planning @ Pepperdine Graziadio Business School. With a robust skill set that includes Life Insurance, Business Planning, Succession Planning, Financial Planning, Investment Management and more. Nick Wolf has 2 emails and 1 mobile phone numbers on RocketReach.
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