Nicholas Winter, Cfp® Email & Phone Number

Chicago, Illinois, United States

Cincinnati, Ohio, United States

Cincinnati Metropolitan Area

Securities and advisory services offered through W&S Brokerage Services, Inc., Member FINRA/SIPC, a registered investment adviser, and a member of the Western & Southern Financial Group, Inc.(“WSFG”). The views posted on this site are my own and do not represent the positions, strategies or opinions of WSFG or its member companies. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of W&S Brokerage Services, Inc. and have not been reviewed or verified by W&S Brokerage Services, Inc. as to the accuracy or completeness of the content. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites, or of the products, services or information offered by any third parties.

Cincinnati, Oh

o Worked directly with Trust Officers in providing wealth planning solutions for Fifth Third’s Private Bank Clients, with more than $1 million in investable assetso Partnered with Senior Trust Officers and Trust Officers in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growtho Supported the Trust Officer to administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risko Developed a working knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific law)o Participated in networking events on a weekly basis that allowed me to familiarize myself with senior management throughout the entire bank

Cincinnati, Ohio

o Gathered and reviewed all required documentation enabling sound loan decisions to be madeo Reviewed federal identification cards, transcripts, diplomas, financial statements, taxes, paystubs/other income documents and credit reports to determine acceptability of applicationo Constantly notated customer accounts in an effort to keep applicants updated on the status of their loano Worked directly with loan officers to ensure loans were closed in a timely mannero Reviewed and decisioned roughly 350 applications on a daily basis

Park Hills, Kentucky

o Tasked with greeting customers and building positive relationships with themo Oversaw a sales revenue intake of roughly $1,500 on a daily basiso Assisted customers by answering questions, handling telephone requests, and resolving complaints quickly and efficientlyo Collected credit card, cash, and gift certificate payments from customers and made proper change for cash transactionso Demonstrated responsibility in closing and emptying the cash register on a daily basiso Responsible for helping with the training of new employees

Cincinnati Area, Ky

o Managed the delivery of ice to various shopping centers the Greater Cincinnati Areao Responsible for stocking ice boxes in local shopping centerso Reported the quantity of ice remaining in boxes to management

Bachelor Of Business Administration - Bba, Finance, General, Summa Cum Laude

Activities and Societies: Pi Kappa Alpha, Circle of Excellence Business Honors Program, Lindner Student Association, Johnson Investment.

High School Diploma, General Studies

Activities and Societies: National Honor Society, National Foreign Language Society, and Bomber Pilot