Nicholas Hershey
Gilbert,AZ
Summary
Results-driven financial planner with expertise in client relationship management and portfolio oversight. Proven ability to develop comprehensive financial plans that enhance client satisfaction and drive positive outcomes. Strong analytical and communication skills facilitate effective financial recommendations, ensuring optimal investment strategies, using a holistic approach that integrates tax and estate planning for improved financial well-being.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Planner
Creative Planning
03.2022 - Current
- Engaged with clients daily to gather information and analyze financial plans.
- Collaborated with wealth managers to meet new prospective clients, facilitate onboarding process, and provide thorough financial advice and recommendations.
- Assisted in tax preparation and planning, estate document diagramming, and onboarding new planners and wealth managers.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Provided advice on insurance coverage, estate planning, and tax strategies.
Client Coordinator
Keystone Wealth Partners (Creative Planning Acquir
Chandler, AZ
07.2021 - 03.2022
- Provided excellent customer service to clients and responded promptly to inquiries.
- Maintained detailed records of client interactions and transactions.
- Coordinated meetings between clients and advisors.
Business Development Representative/ Data Analyst
Sundt Construction
Tempe, AZ
05.2019 - 04.2021
- Researched industrial market opportunities using GlobalData and other lead sources.
- Analyzed economic trend data to predict construction project opportunities.
- Led initiatives to identify new project opportunities.
- Communicated analysis results for over 10 projects, enhancing team accessibility.
- Developed a platform for collecting and analyzing cost data for project estimating.
Education
Bachelor of Science - Business Management, Finance
Grand Canyon University
Phoenix, AZ04.2021
Skills
- Data analysis and profiling
- Financial planning and modeling
- Financial reporting
- Customer service and support
- Wealth management
- Estate planning
- Tax planning
- Salesforce proficiency
- Presentation skills
- Financial services literacy
- Adaptability under pressure
Certification
- Series 65
Additional Information
- Avid golfer (Handicap undisclosed)
- Fitness enthusiast
Timeline
Financial Planner
Creative Planning
03.2022 - Current
Client Coordinator
Keystone Wealth Partners (Creative Planning Acquir
07.2021 - 03.2022
Business Development Representative/ Data Analyst
Sundt Construction
05.2019 - 04.2021
Bachelor of Science - Business Management, Finance
Grand Canyon University
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