John Nicholas Email & Phone Number

Fort Collins, CO, US

Fort Collins, CO, US

Fort Collins, Colorado, United States

Manages substantial book of trust business. Works in collaboration with nationwide network of financial advisors, CPAs, and trust and estate attorneys to provide clients with superior trustee service.

Northern Colorado

• Managed relationship within large book of trust clients. Collaborated with area legal, accounting, and financial professionals to grow referral pipelines.
• Oversaw 270% growth in annual fee revenues over 4-year period - $150 million AUA portfolio.
• Cultivated productive alliances with estate-planning attorneys, CPA’s and financial advisors, resulting in a steady and growing source of referrals.
• Actively participate in area groups to build networks, support the community, and… Show more Managed relationship within large book of trust clients. Collaborated with area legal, accounting, and financial.
• Actively participate in area groups to build networks, support the community, and generate referrals.
• Oversight of delegated investment management for trust accounts.

Fort Collins, Colorado Area

• Handled virtually all aspects of running operations of a bank trust department during a business transition phase including:
• Servicing portfolio of personal trusts, estates, conservatorships, and custody accounts.
• Oversight of delegated investment management of personal trusts.
• Oversight of distributions of funds to trust beneficiaries within conforms of document language.
• Oversight of trust fee and billing processes.
• Decisions in purchase… Show more Handled virtually all aspects of running operations of a bank trust department during a business transition phase including:

Northern Colorado

Commercial Lending. Business development in Northern Colorado.

Memphis TN

Fixed-Income Investment Broker. Strategic investment planning, and sales of fixed income products to lending institutions.