Nick Daniel Email and Phone Number
Nick Daniel work email
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Nick Daniel personal email
Prior to founding Columbus Wealth Management, Nick joined a small firm as the seventh employee. In the seven years he was there, assets under management and employee count nearly tripled. Recognizing his role in the company's growth and success, he was offered an opportunity to become a partner of the firm, but decided to leave and create the firm he always dreamed of owning. Nick has worked with some of the wealthiest business owners, corporate executives, and multi-generational families in Columbus. He has been involved in every aspect of their financial lives, including managing portfolios with alternative investments (Limited Partnerships, LLC's, etc.), analysis and management of executive compensation plans, and developing creative solutions for families exceeding lifetime estate and gift tax limits. He forms close relationships with his clients and becomes a trusted resource for anything and everything financial.Nick lives downtown in Columbus with his wife Kelli, son Max, and dog Bentley. He loves to travel to new places when he can find the time. Nick always has a new project going on, and when he doesn’t, loves to spend time on a lake, go fishing, or snowboarding with his family.
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Co-FounderColumbus Wealth Management Nov 2021 - PresentColumbus, Ohio, United States -
DirectorWindsor Advisory Group Jul 2020 - Oct 2021 -
Senior AssociateWindsor Advisory Group Jan 2018 - Jun 2020 -
AssociateWindsor Advisory Group Jun 2015 - Dec 2017Columbus, Ohio Area -
InternSummit Financial Strategies, Inc. May 2014 - Jul 2014Columbus, Ohio Area -
Service Technician & SalesDantech Group Jan 2009 - May 2014Dayton, Ohio Area
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Service Technician & SalesMidwest Medical Equipment Jan 2009 - May 2014Dayton, Ohio Area
Nick Daniel Skills
Nick Daniel Education Details
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Finance, General
Frequently Asked Questions about Nick Daniel
What company does Nick Daniel work for?
Nick Daniel works for Columbus Wealth Management
What is Nick Daniel's role at the current company?
Nick Daniel's current role is Co-founder at Columbus Wealth Management.
What is Nick Daniel's email address?
Nick Daniel's email address is nd****@****llc.com
What schools did Nick Daniel attend?
Nick Daniel attended Miami University.
What are some of Nick Daniel's interests?
Nick Daniel has interest in Boating, Investing, Snowboarding, Cars, Reading, Golf, Hockey, Fishing.
What skills is Nick Daniel known for?
Nick Daniel has skills like Financial Planning, Financial Modeling, Investment Management, Microsoft Excel, Writing, Rhetoric, Project Management.
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3baesystems.com, edwardjones.com, yahoo.com
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1ringling.edu
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