Nicholas Wan
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Nicholas Wan Email & Phone Number

Private Client Financial Advisor, Assistant Vice President at Citizens Wealth Management
Location: United States 5 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Private Client Financial Advisor, Assistant Vice President
Location
United States
Company size

Who is Nicholas Wan? Overview

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Quick answer

Nicholas Wan is listed as Private Client Financial Advisor, Assistant Vice President at Citizens Wealth Management, a with 22674 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Nicholas Wan.

Nicholas Wan previously worked as Private Client Financial Advisor at Citizens and Director of Institutional Consulting at Stonehill Capital. Nicholas Wan holds Bachelor Of Arts (B.A.), Economics & Political Science, Summa Cum Laude from Binghamton University.

Company email context

Email format at Citizens Wealth Management

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Citizens Wealth Management

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Profile bio

About Nicholas Wan

Nicholas Wan is a Private Client Financial Advisor, Assistant Vice President at Citizens Wealth Management.

Current workplace

Nicholas Wan's current company

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Citizens Wealth Management
Citizens Wealth Management
Private Client Financial Advisor, Assistant Vice President
United States
Employees
22674
AeroLeads page
5 roles · 16 years

Nicholas Wan work experience

A career timeline built from the work history available for this profile.

Private Client Financial Advisor

Current

Binghamton, New York, United States

Jun 2024 - Present

Director Of Institutional Consulting

Stonehill Capital

New York, United States

Sep 2020 - Sep 2024

Curricula Research And Design

Mars Hill Education

Shanghai, China

2016 - Sep 2024
Team & coworkers

Colleagues at Citizens Wealth Management

Other employees you can reach at citizensbank.com. View company contacts for 22674 employees →

1 education record

Nicholas Wan education

FAQ

Frequently asked questions about Nicholas Wan

Quick answers generated from the profile data available on this page.

What company does Nicholas Wan work for?

Nicholas Wan works for Citizens Wealth Management.

What is Nicholas Wan's role at Citizens Wealth Management?

Nicholas Wan is listed as Private Client Financial Advisor, Assistant Vice President at Citizens Wealth Management.

Where is Nicholas Wan based?

Nicholas Wan is based in United States while working with Citizens Wealth Management.

What companies has Nicholas Wan worked for?

Nicholas Wan has worked for Citizens Wealth Management, Citizens, Stonehill Capital, Mars Hill Education, and Merrill Lynch.

Who are Nicholas Wan's colleagues at Citizens Wealth Management?

Nicholas Wan's colleagues at Citizens Wealth Management include Gina Roll, Jenna Howard, Tingfu Chou, Shawn Atwell, and Allyson Gordon.

How can I contact Nicholas Wan?

You can use AeroLeads to view verified contact signals for Nicholas Wan at Citizens Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Nicholas Wan attend?

Nicholas Wan holds Bachelor Of Arts (B.A.), Economics & Political Science, Summa Cum Laude from Binghamton University.

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