Practifi
Nicholas S. Herrmann's work experience includes the following:
- Manager, Client Projects at Practifi since June 2021.
- Consultant, Professional Services at Practifi from February 2020 to July 2021.
- Management Consultant at Patpatia & Associates from April 2013 to September 2019.
- Independent Consultant, self-employed from February 2017 to September 2017.
- Registered Financial Representative at New England Financial from July 2012 to April 2013.
- Account Services role at Life Time Fitness from July 2011 to July 2012.
Nicholas S. Herrmann completed their Bachelor's of Business Administration degree at the Quinlan School of Business, Loyola University Chicago from 2007 to 2011. Nicholas S. focused their studies in the fields of Marketing and Information Systems/Operations Management. Additionally, Nicholas has obtained certifications such as Life/Health Insurance Producer Licenses, Series 6 - Investment Company Products/Variable Contracts Limited Representative, and Series 63- Uniform Securities Agent State Law Exam from institutions including the National Insurance Producer Registry and FINRA. The specific months and years of when these certifications were obtained were not provided.
This person is not in any offices
Practifi
1 followers
Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.