About Me
Name: JP NicolsJob Title: CEO | Clientific
Biography: JP Nicols, CFP® is the CEO of the strategy and innovation firm Clientific, and a partner at Bank Solutions Group. He is a consultant and advisor to financial firms and FinTech companies that serve affluent and high net worth clients. He has served in various leadership positions at financial institutions, including as the first Chief Private Banking Officer for U.S. Bank. In addition to holding a BA and MBA, he is a graduate of the Cannon Personal Trust School and has held the CERTIFIED FINANCIAL PLANNER™ designation since 1996. He explores the intersection of leadership, advice and innovation for the future of wealth management on his Affluent Strategies blog. Visit him at Clientific.net, or Connect on Google+
Social Networks:
- Twitter: http://www.twitter.com/jpnicols
- LinkedIn: http://www.linkedin.com/in/jpnicols
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My Recent Activity
Steve Savant recently commented on Five shifts that define a new era for wealth management By JP Nicols
2013-03-22 16:07:55
JP Nicols recently contributed a new Article, Five shifts that define a new era for wealth management
2013-03-14 13:35:00
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