Nicholas Wolf, CFP®

Vice President, Relationship Manager at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Apr, 2022
    - Oct, 2024
  • California Insurance License
    California Department of Insurance
    Oct, 2017
    - Oct, 2024
  • Series 66
    Financial Industry Regulatory Authority (FINRA)
    Dec, 2014
    - Oct, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2014
    - Oct, 2024

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Vice President, Relationship Manager
      • Nov 2020 - Present

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2017 - Nov 2020

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Private Banker Associate
      • Aug 2016 - Jun 2017

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Advisor
      • Aug 2014 - Aug 2016

    • Private Banking Analyst
      • Sep 2012 - Aug 2014

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Homeownership Advisor
      • Aug 2011 - Sep 2012

    • Loss Mitigation Sr Underwriter
      • Mar 2010 - Aug 2011

Education

  • Pepperdine Graziadio Business School
    Certificate in Financial Planning
    2021 - 2021
  • University of Wisconsin-Milwaukee
    Bachelor, Finance
    2006 - 2009

Community

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