Nick Podolak

Nick Podolak has a strong background in client operations, client administration, and team operations. Nick has held various titles such as Vice President and Senior Associate in reputable companies like Summit Trail Advisors, Goldman Sachs, Wealthspire Advisors, and Sontag Advisory. Nick is known for their expertise in overseeing client onboarding, money movement, account maintenance, and building strong vendor relationships. Nick also has experience in human resources and customer service roles. Nick graduated from Marist College with a Bachelor of Science degree in Business Administration with a Marketing Emphasis.