Nick Poppe

Nick Poppe, MBA, serves as a Platinum Case Manager and New Business Case Manager at AssetMark since February 2021. Prior experience includes roles as a Financial Professional at Southwestern Investment Group from December 2019 to December 2020, a Financial Data Analyst at Orion Advisor Services between September 2018 and December 2019, and a Customer Service Representative at CorTrust Bank from August 2017 to August 2018. Educational credentials include a Master of Business Administration with a Finance concentration from LSU Shreveport, completed in 2018, a Bachelor's degree in Business Studies with a focus on Sports Management from Southern New Hampshire University, obtained in 2017, and an Associate's Degree in Business Administration from Southeast Tech.