Nick brings over 10 years of experience in financial services to his role as Relationship Manager.
Currently, as a relationship manager, Nick is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. He provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Prior to joining First American in 2015, Nick worked at J.P. Morgan Chase in retail banking in all aspects of branch banking. Most recently he served clients as a Private Client Banker focused on identifying the needs and goals of affluent families in Orange County. His experience in banking includes a broad knowledge of personal and business banking, retirement planning, lending and trust services. Nick has held Series 6 and 63 securities industry designations as well as a California Life Insurance Agent license.
He is currently a candidate to receive designation as a Certified Financial PlannerTM.
Nick is involved in various professional and community activities. He is a member of the investment committee for Pacific Marine Mammal Center in Laguna Beach and serves the community of Mission Viejo where he lives and is a member of South Shores Church in Dana Point.