Nicholas Cusimano
Gilbert,AZ
Summary
Experienced and results driven banking professional with 15+ years of advising affluent and high-net-worth clients on comprehensive banking, lending, and investment solutions. Proven ability to manage and grow substantial books of business through holistic financial planning, portfolio management, and customized credit and deposit solutions. Expertise in aligning client goals with tailored wealth strategies, including investments, risk management and trust planning. Recognized as a trusted advisor who builds enduring client relationships, drives asset and revenue growth, and partners across banking and wealth teams to deliver a seamless client experience.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Advisor - Advisor Development Program
Wells Fargo Advisors
Tempe, AZ
01.2026 - Current
- Partner with Senior advisor to deliver portfolio reviews.
- Participate in client meetings and contribute to holistic planning strategies for affluent households.
- Enhanced understanding of investment products and planning software through targeted research and training.
Premier Banker
Wells Fargo
Tempe, AZ
08.2021 - 01.2026
- Managed $100m+ book of affluent and high-net-worth client relationships.
- Served 200+ households with complex banking, lending, and investment needs.
- Led comprehensive financial discovery and delivered holistic planning strategies in alignment with client goals.
- Deepened and acquired new relationships through proactive portfolio reviews, collaboration with branch partners and specialists growing deposit and investment growth year over year as a top performing branch.
Private Client Banker
JPMorgan Chase
Tempe, AZ
02.2019 - 08.2021
- Managed 200+ book of affluent client relationships managing banking, investment, and lending solutions.
- Conducted in-depth financial discovery to identify client needs for referral and growth opportunities.
- Partnered with investment, business and lending specialists to deliver integrated client solutions.
Relationship Banker
JPMorgan Chase
Tempe, Arizona
04.2015 - 02.2019
Personal Banker
JPMorgan Chase
Tempe, AZ
04.2011 - 04.2015
Education
Bachelor of Science - Economics
W.P. Carey School of Business Arizona State Univ
Tempe05-2011
Associate of Business -
Chandler-Gilbert Community College
Chandler, AZ05-2009
Skills
- High-net-worth relationship management
- Portfolio reviews and financial discovery
- Consumer banking solutions
- Business banking solutions
- Trust and estate planning
- Risk assessment
- Client retention and growth
- Salesforce and CRM proficiency
Certification
Series 7 License 2021, Series 66 License 2021, Series 6 License 2015, Series 63 License 2015, Life Insurance License 2015
Accomplishments
JPMorgan Chase National Achiever 2014 & 2017, JPMorgan Chase Outstanding Banker 2018, CEO Mentorship Program Participant 2008
Timeline
Financial Advisor - Advisor Development Program
Wells Fargo Advisors
01.2026 - Current
Premier Banker
Wells Fargo
08.2021 - 01.2026
Private Client Banker
JPMorgan Chase
02.2019 - 08.2021
Relationship Banker
JPMorgan Chase
04.2015 - 02.2019
Personal Banker
JPMorgan Chase
04.2011 - 04.2015
Bachelor of Science - Economics
W.P. Carey School of Business Arizona State Univ
Associate of Business -
Chandler-Gilbert Community College