Bio

Nick currently manages many of the firm’s partnership, strategic planning, asset liability and de novo banking clients nationwide. He is FinPro’s Subject Matter Expert (SME) and is responsible for the de novo banking service line, helping numerous groups move from an idea to an insured depository. Nick has conducted numerous Board of Director and Management retreats, focusing on strategic initiatives along with leading M&A transactions, teaching at industry schools and has been quoted in and written several articles for industry publications. Over his time with FinPro he has worked on developing the proprietary strategic planning, balance sheet management, enterprise risk management and interest rate risk processes and models. Nicholas holds Series 7, 63, 69 and 79 license designations from the Financial Industry Regulatory Authority (FINRA).​Prior to FinPro, Nicholas worked in finance positions across the industry, including positions in capital markets in Hong Kong and financial sales in Toronto, Canada. He has an International Masters of Business (IMBA) from the Moore School of Business at University of South Carolina and has a B.A. in Commerce from Queens University in Kingston, Ontario, Canada.