Nick Streit, Cfp®

Nick Streit, Cfp® Email and Phone Number

Sr Client Success Manager @ Facet Wealth
Nick Streit, Cfp®'s Location
Pittsburgh, Pennsylvania, United States, United States
Nick Streit, Cfp®'s Contact Details

Nick Streit, Cfp® personal email

Nick Streit, Cfp® phone numbers

About Nick Streit, Cfp®

Nick Streit, Cfp® is a Sr Client Success Manager at Facet Wealth. He possess expertise in charlotte, auditing, responsibility, producing, policies and procedures and 65 more skills.

Nick Streit, Cfp®'s Current Company Details
Facet Wealth

Facet Wealth

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Sr Client Success Manager
Nick Streit, Cfp® Work Experience Details
  • Facet Wealth
    Sr Client Success Manager
    Facet Wealth Sep 2021 - Present
    Baltimore, Maryland, Us
    Facet Wealth is one of the fastest-growing national financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.
  • Dominion Wealth Management
    Director Of Wealth Management
    Dominion Wealth Management Dec 2019 - Aug 2021
  • Morningstar
    Internal Sales Consultant
    Morningstar May 2018 - Dec 2019
    Chicago, Il, Us
  • Scottrade
    Investment Consultant
    Scottrade Aug 2015 - Mar 2018
    Saint Louis, Mo, Us
  • Edelman Financial Services
    Regional Client Service Supervisor
    Edelman Financial Services May 2014 - Aug 2015
    Santa Clara, California, Us
  • Bmo Harris Bank
    Aml Risk Analyst
    Bmo Harris Bank Jul 2013 - Feb 2014
    Chicago, Illinois, Us
  • Lpl Financial
    Senior Compliance Examiner
    Lpl Financial May 2011 - Jul 2013
    San Diego, Ca, Us
  • Lpl Financial
    Manager, Service360
    Lpl Financial Nov 2009 - May 2011
    San Diego, Ca, Us
  • Lpl Financial
    Supervisor, Operations Solutions
    Lpl Financial Dec 2007 - Nov 2009
    San Diego, Ca, Us
  • Lpl Financial
    Operations Solutions Senior Specialist
    Lpl Financial Dec 2006 - Dec 2007
    San Diego, Ca, Us
  • Lpl Financial
    Operations Solutions Specialist
    Lpl Financial Nov 2005 - Dec 2006
    San Diego, Ca, Us
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. 2004 - 2005
    Minneapolis, Mn, Us

Nick Streit, Cfp® Skills

Charlotte Auditing Responsibility Producing Policies And Procedures Sec Tpx Powerpoint Monitors International Supervisor Sharepoint Art Business Units Workflow Exams Sports Sales History Customer Satisfaction Business Services Smsc Finance Sage Act Quality Assurance Reports Performance Reviews San Diego Asset Allocation Oracle Compliance Driving Operations Sold Executive Positions Corporate Hospitality Financial Services Microsoft Office Finra Microsoft Word Corporations Microsoft Excel Ohio Piloting Risk Management Customer Service New Service Forest Project Governance Software Lifecycle Contractual Agreements Management Measurements Scheduling Research Risk Conceptual Modeling Expense Management Services American Express Chicago Evaluation Series 7 Resolve Siebel Hiring Sports Management Rules Internal Audit

Nick Streit, Cfp® Education Details

  • Wake Forest University
    Wake Forest University
    History

Frequently Asked Questions about Nick Streit, Cfp®

What company does Nick Streit, Cfp® work for?

Nick Streit, Cfp® works for Facet Wealth

What is Nick Streit, Cfp®'s role at the current company?

Nick Streit, Cfp®'s current role is Sr Client Success Manager.

What is Nick Streit, Cfp®'s email address?

Nick Streit, Cfp®'s email address is ns****@****ade.com

What is Nick Streit, Cfp®'s direct phone number?

Nick Streit, Cfp®'s direct phone number is +131491*****

What schools did Nick Streit, Cfp® attend?

Nick Streit, Cfp® attended Wake Forest University.

What skills is Nick Streit, Cfp® known for?

Nick Streit, Cfp® has skills like Charlotte, Auditing, Responsibility, Producing, Policies And Procedures, Sec, Tpx, Powerpoint, Monitors, International, Supervisor, Sharepoint.

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