Nik Kibardin, MBA, CFP®
Branch Director at Annex Wealth Management- Claim this Profile
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English Native or bilingual proficiency
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Russian Native or bilingual proficiency
Topline Score
Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardApr, 2023- Oct, 2024
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Branch Director
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Feb 2023 - Present
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Wealth Manager
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Mar 2022 - Present
As a Wealth Manager, I meet with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management's Central Planning department; and engage in business development to deliver results.
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Tri City National Bank
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United States
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Banking
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200 - 300 Employee
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Vice President - Regional Development Officer
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Dec 2021 - Mar 2022
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The American Deposit Management Company
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United States
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Financial Services
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1 - 100 Employee
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Vice President, Financial Institutions
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Dec 2020 - Aug 2021
Leading a team responsible for relationship management with financial institutions across the United States. Series 50 Leading a team responsible for relationship management with financial institutions across the United States. Series 50
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U.S. Bancorp Investments, Inc.
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United States
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Financial Services
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400 - 500 Employee
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Wealth Management Advisor
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Aug 2019 - Dec 2020
Part of an established Wealth Management Team specializing in financial planning, investment services, and comprehensive banking services. Series 7, Series 66, Life & Health, LTC Insurance licensed in 22 states. Part of an established Wealth Management Team specializing in financial planning, investment services, and comprehensive banking services. Series 7, Series 66, Life & Health, LTC Insurance licensed in 22 states.
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U.S. Bank
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United States
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Banking
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700 & Above Employee
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Branch Manager IV, Assistant Vice President
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Sep 2013 - Aug 2019
Led one of the largest branches of U.S. Bank in the Chicago Region and represented U.S. Bank in the community. Quarterly Top Performer Pinnacle Awards in 2014, 2015, 2016, 2018, and 2019. Successfully promoted employees to higher roles within the branch and the organization. Consistently achieved top customer satisfaction scores as measured by Gallup Organization. Led one of the largest branches of U.S. Bank in the Chicago Region and represented U.S. Bank in the community. Quarterly Top Performer Pinnacle Awards in 2014, 2015, 2016, 2018, and 2019. Successfully promoted employees to higher roles within the branch and the organization. Consistently achieved top customer satisfaction scores as measured by Gallup Organization.
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PNC
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United States
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Financial Services
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700 & Above Employee
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Branch Manager, Assistant Vice President
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Aug 2012 - Aug 2013
Managed a branch of PNC Bank in Bannockburn, IL. Team Leadership award in 2013.
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Branch Assistant Manager, acting Branch Manager
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Jun 2010 - Aug 2012
Opened the first PNC Bank brand new location in the state of Illinois following the National City Bank acquisition. Received awards for best investment revenue, best overall branch customer service scores, best mortgage production, over 100% in revenue goals.
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National City Bank
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Banking
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700 & Above Employee
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Branch Office Manager
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Dec 2008 - Jun 2010
Opened a brand new location of National City Bank. Assisted branch manager in creation of business plan, competitor shopping, business development, community engagement.
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Retail Development Program (RDP) Associate
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Oct 2006 - Jun 2010
National management training program for National City Bank. Held various roles from the branch teller and banker roles, to the licensed banker and office manager within numerous locations of National City Bank.
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National City Bank
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Banking
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700 & Above Employee
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Bank Teller
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Sep 2006 - 2006
Started banking career as a teller prior to entering into the management training program Started banking career as a teller prior to entering into the management training program
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Education
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Loyola University Chicago
Master of Business Administration (M.B.A.), Finance concentration -
Ripon College
Bachelor of Arts (BA), Major in International Business; Minors in Chemistry and Politics