Nick West

Associate Financial Advisor at Jacob William Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Mays Chapel, Maryland, United States, US

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Credentials

  • Developing Your Emotional Intelligence
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Financial Freedom: A Proven Path to All the Money You Will Ever Need
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Interpersonal Communication
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Lean Six Sigma: Analyze, Improve, and Control Tools
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Start Young for Your Best Retirement
    LinkedIn
    Apr, 2021
    - Nov, 2024

Experience

  • Jacob William Advisory
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Financial Advisor
      • Jan 2021 - Present

      Create financial plans Establish and maintain customer relationships Construct and monitor investment portfolios Manage employer sponsored retirement plans Develop tax planning strategies Draft and conduct client presentations Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. Endorsements, Recommendation, and/or Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results may vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience. Show less

  • Network Management, Inc.
    • Towson, Maryland, United States
    • Sales Representative
      • Jan 2020 - Jan 2021

      Conducted in person and over the phone sales Executed marketing strategies to close sales Managed benefits administration Conducted in person and over the phone sales Executed marketing strategies to close sales Managed benefits administration

  • S&L PRIME A/C & HEATING SYSTEMS INC.
    • United States
    • Construction
    • 1 - 100 Employee
    • Administrative Office Specialist
      • Jan 2015 - Jan 2020

      Managed client profiles Developed systems and processes Created marketing campaign strategies Managed client profiles Developed systems and processes Created marketing campaign strategies

Education

  • Towson University
    Bachelor of Business Administration - BBA, Financial Planning and Services
    2017 - 2021

Community

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