Fred Nicholas
Vice President National Accounts, Banks @Wealthvest
Stonington, CT, US
EMAILS
f••••••••@wealthvest.com
MOBILE NUMBERS
+19•••••••97
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WORK HISTORY
Jul 2017 — Present
Vice President National Accounts, Banks @Wealthvest
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EDUCATION
1979 — 1983
Colby College
BA
SKILLS
New Business Development401kWealth ManagementSecuritiesSeries 6Series 7InsuranceFixed AnnuitiesMarketingSeries 63Strategic Planning401(K) Retirement Savings PlansRetirementRetail BankingLeadershipCredit AnalysisCommercial LendingRetirement PlanningLife InsuranceFinancial ServicesMutual FundsSales Management CoachingInvestmentsSales ManagementManagementTrading
ABOUT FRED NICHOLAS
Leader with significant experience running multi-dimensional, high profile financial…
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