Client and Corporate Services

Biography

Nick is an Associate in the New York office, where he serves as the subject matter expert for all Salesforce-related matters. Effectively acting as the liaison between users, Nick is continuously working to maintain and improve the organization’s Salesforce platform while helping the team learn how to better use and leverage the technology.

Prior to joining Cerity Partners, Nick served as a Salesforce Administrator at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services.

Highlights

  • Certified Salesforce Administrator

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