Nick McDole

Nick McDole is an experienced professional in the field of Salesforce solutions and business systems management. Currently serving as the Director of Salesforce Solutions at Creative Planning since October 2018, McDole oversees a team of Solution Managers and Architects, managing a portfolio of enterprise solutions utilized by over 2000 employees nationwide. Previous roles include Senior Solutions Manager at SafetyCulture and Business Systems Manager at Mariner Holdings, where responsibilities included administration and enhancement of Salesforce and related systems. Earlier experiences at Perceptive Software involved leading Salesforce implementations and maintaining system workflows, with foundational roles at J.P. Morgan and State Street focused on project management, business analysis, and financial reporting. McDole holds a B.S. in Business Administration with concentrations in Finance and Management Information Systems from Kansas State University, as well as an MBA in Management from Rockhurst University.