Nick Walding Cfa, Cfp®

Nick Walding, CFA, CFP® has diverse work experience in various roles and industries. Their most recent position is as a Senior Analyst at CAPTRUST since March 2021. Prior to this, they worked as an Analyst on the Investment Team at CAPTRUST starting in May 2020.

From June 2010 to May 2020, Walding served as the Director of Portfolio Management at Lakeside Wealth Management. In this role, they were responsible for developing investment strategies, conducting due diligence on investment opportunities, and executing trades. Nick also evaluated portfolio performance, monitored market conditions, and rebalanced portfolios as needed.

During the same period, Walding was also involved in Chesterton Town Council, serving as a member from April 2010 to December 2015. Their role included ensuring efficient government operations, promoting innovative service delivery, and supporting economic development initiatives for the region.

Furthermore, Walding had experience as a Multi-family Business Owner at Aspenwood Properties, LLC from August 2012 to October 2015. Additionally, they worked as a Delivery and Service Representative at FERRELLGAS PARTNERS from October 2004 to February 2008.

Nick Walding, CFA, CFP®, has a strong educational background in business administration and finance. Nick attended Valparaiso University from 2008 to 2010, where they obtained a degree in Business Administration with a focus on finance. Prior to that, from 2006 to 2008, they attended Olivet Nazarene University and earned an Associate of Arts degree in Business Administration Completion.

In addition to their formal education, Nick Walding has also obtained various certifications to further enhance their skills and expertise. Nick completed the "Power BI: Dashboards for Beginners" certification from LinkedIn in August 2022 and the "Excel: Macros and VBA for Beginners" certification from LinkedIn in December 2021. Furthermore, they obtained the prestigious "CERTIFIED FINANCIAL PLANNER™ Professional" certification from the CFP Board in May 2021.

Based on the provided information, Nick Walding's education and certifications demonstrate their commitment to professional development and continuous learning in the field of finance and financial planning.