Nicholas Forst
- Role
- Relationship Manager at First International Bank & Trust
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Nicholas Forst
Financial Consultant with a focus on helping small to medium sized businesses and…
Experience
Relationship Manager
First International Bank & Trust
Jan 2023 — Present
Financial Consultant with 20+ years experience in plan design for 401k / 403b / ESOP retirement plans. I am passionate about helping plan sponsors and participants with creating retirement programs that are cost-effective and custom designed to meet and exceed their retirement goals.
Skills
- Retirement Planning
- Defined Benefit
- Series 63
- 401k
- Retirement
- Employee Benefits
- Mutual Funds
- Iras
- Investments
- Erisa
- Series 6
- Finance
- Management
- Strategic Planning
- Sales
- Marketing Strategy
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