Cfp® Nick Kanzaki

Wealth Manager at Wetherby Asset Management

About

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Timeline

  • Wealth Manager

    January, 2023 - present

  • Wealth Advisor

    January, 2021

  • Senior Wealth Associate

    January, 2020

  • Wealth Associate

    May, 2018

  • Senior Client Service Associate

    January, 2018

  • Client Service Associate

    June, 2016