Nicholas Wolanyk

About Nicholas Wolanyk

As a Wealth Management Division Specialist serving high-net-worth individuals, business owners, and families with complex planning needs, I specialize in coordinating every part of your financial picture—not just investments. My approach goes beyond product recommendations. I analyze client account statements, estate documents, insurance policies, property records, tax returns, and income/expense spreadsheets to create comprehensive, data-driven financial plans. Skills: • Build detailed cash flow simulations based on a rigorous discovery process involving evidence collection, auditing, verification, and scenario testing. • Model key financial outcomes—such as current financial condition, retirement readiness, and survivor scenarios—prior to conducting coordination gap analysis and final plan revisions. • Collaborate with a trusted network of professionals to implement customized strategies tailored to each client’s unique goals once the financial plan is finalized. • Excel in high-volume, time-sensitive environments where accuracy, attention to detail, and sound risk management are essential. • Recognized for strong analytical skills and a consistently positive, solutions-oriented mindset. • Foster productive and collaborative relationships with team members by proactively seeking and offering guidance, clarification, and feedback. • Skilled at identifying and addressing client needs by building, maintaining, and leveraging networks of client relationships. • Communicate complex information clearly and effectively in both written and verbal formats.

Experience

1. Asset Servicing Cbna

   Citi

   Sep 2025 — Present · US

Education

• University at Buffalo School of Management, The State University of New York

  Bachelor of Business Administration - BBA

  2016 — 2018