Nicholas Ritchie

Nicholas Ritchie Email and Phone Number

Junior Financial Planner @ Vicus Capital
Lynchburg, VA, US
Nicholas Ritchie's Location
Lynchburg, Virginia, United States, United States
About Nicholas Ritchie

Graduating with a MS in Financial Planning May 2026 with a current 4.0 GPA, earned a BS in Finance in May 2024. Currently prepping for the Series 66 Nov '24 and passed the SIE Exam 09/16/24. Financial Analyst for LU’s SAM Fund, and GSA for Liberty University's Financial District. Aspiring to be a CFP/IAR. Seeking a Financial Planning opportunity for Summer 2025.I am a graduate student at Liberty University studying finance and financial planning. This past spring, I was fortunate enough to be chosen as one of eight, new School of Business Graduate Assistants for the '24/25 academic year. I am a motivated, capable learner, looking for an internship opportunity Summer '25 at an investment advisory firm or broker-dealer. To show my commitment, I passed the Securities Industry Essentials Exam (SIE) in September '24 and will be taking the Series 66 in early November.As a LU SoBusi Graduate Assistant I have overseen the running of 10 classes and course sections. Responsibilities have included; teaching classes as needed, tutoring, grading papers and case studies, responding to student requests for help, and assisting in any administrative work that is required of our doctoral staff. I am a people-person who has spent multiple summers as an assistant golf professional at a private country club in my hometown, Laconia, NH. I enjoyed building relationships with our members, getting to know them as individuals, and learning how I can apply their knowledge to my own life. At my club, I was given the opportunity to build these relationships on a consistent basis. My experience at LCC relates well to my motivation for pursuing my current degree. The idea of providing value for people and their families through teaching financial concepts and principles excites me for my future career. In addition to this role at LCC, I assisted in event planning and execution, retail sales, and daily operations. I would also give golf lessons to members and their children when the opportunity arose.Prior to enrolling at Liberty in 2022, I was given the chance to pursue my dream of playing collegiate baseball. I was granted this opportunity as a postgraduate student at Inspiration Academy in Bradenton, FL. During this time, I was also honored by a sixty-man roster to be one of our teams four, playing captains. While this season of my life was one marred by injuries, including a labral tear needing surgical repair, and other challenges, Inspiration taught me many valuable lessons that I know will be useful as I transition from college and into the workplace.

Nicholas Ritchie's Current Company Details
Vicus Capital

Vicus Capital

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Junior Financial Planner
Lynchburg, VA, US
Website:
vicuscapital.com
Employees:
35
Nicholas Ritchie Work Experience Details
  • Vicus Capital
    Junior Financial Planner
    Vicus Capital
    Lynchburg, Va, Us
  • Liberty University School Of Business
    Graduate Assistant
    Liberty University School Of Business Aug 2024 - Present
    Lynchburg, Virginia, United States
    • Co-lead classes in Corporate Finance, Investments, Real Estate, Economics, and Personal Finance • Tutor: Real Estate, Accounting, Corporate Finance, Personal Finance, and Investments. • Grade: Projects, Papers, Excel Files, Case Studies.• Proctor: Exams and Quizzes.
  • Student Asset Management Fund (Sam Fund)
    Equity Analyst - Healthcare Sector
    Student Asset Management Fund (Sam Fund) Dec 2023 - Present
    Lynchburg, Virginia, United States
    • Researched and created reports on Bristol-Myers Squibb and McKesson Corp. • Analyzed recent price trends, company financial data, and earnings reports to arrive at Buy or Sell recommendations. • Presented findings to both Fund managers, analysts, and faculty advisers.
  • Student Asset Management Fund (Sam Fund)
    Portfolio Management Intern
    Student Asset Management Fund (Sam Fund) Aug 2023 - Dec 2023
    Lynchburg, Virginia, United States
  • Liberty University
    Financial District Tutor
    Liberty University Aug 2023 - Aug 2024
    Lynchburg, Virginia, United States
  • Laconia Country Club
    Assistant Golf Professional
    Laconia Country Club Apr 2023 - Aug 2024
    Laconia, New Hampshire, United States
    • Coordinated Club events.• Oversaw private leagues.• Key-holder and shift leader.• Assisted club controller with member and company financial statements.• Managed daily operations• Reconciled cash drawer.• Trained new staff
  • Laconia Country Club
    Pro-Shop Attendant
    Laconia Country Club Apr 2022 - Apr 2023
    Laconia, New Hampshire, United States

Nicholas Ritchie Education Details

Frequently Asked Questions about Nicholas Ritchie

What company does Nicholas Ritchie work for?

Nicholas Ritchie works for Vicus Capital

What is Nicholas Ritchie's role at the current company?

Nicholas Ritchie's current role is Junior Financial Planner.

What schools did Nicholas Ritchie attend?

Nicholas Ritchie attended Liberty University, Liberty University.

Who are Nicholas Ritchie's colleagues?

Nicholas Ritchie's colleagues are Gretchen Young, Hayden Davidson, Robert Hinson Ii, Cfa, Justin Blankenship, Kileigh Kane, Robert Pfahl, Daniel Backer.

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