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Nick is an Operations Specialist at SilverOak Wealth Management, joining our team in 2022. He works on many tasks within the Operations and Administrative teams of SilverOak, working with clients directly on operational responsibilities in addition to assisting all of our team members with needed duties.
Prior to joining SilverOak, Nick spent six years working as a Custody Operations Analyst at a national financial services firm. He received a Bachelor of Arts degree in Finance from the University of St. Thomas.
University of St. Thomas - B.A. in Finance
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