Nick Wylam
Director - Innovation & Client Experience at Shepherd Financial, LLC | Carmel, Indiana, United States
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Director - Innovation & Client Experience at Shepherd Financial, LLC in October 2021 to Present
Retirement Solutions Consultant, CRPS® at Shepherd Financial, LLC in February 2017 to November 2021
Client Service Consultant at Shepherd Financial, LLC in October 2015 to February 2017
Consultant, Family Office Services at IWC Family Offices in July 2013 to August 2015
Intern at IWC Family Offices in May 2011 to August 2012
Finance Intern at Ameriprise Financial Services, Inc. in January 2009 to June 2009
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Purdue University, Bachelor of Science (B.Sc.), January 2009 to January 2013
Purdue University, Entrepreneurship and Innovation, January 2011 to January 2013
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Technology Change Management
Cross-functional Team Leadership
Innovation Development
Strategic Planning
Business Innovation
Employee Engagement
Product Innovation
Growth Strategies
Decision-Making
Presentation Skills
Series 7
Series 66
Chartered Retirement Plan Specialist
Qualified Retirement Plans
Outcome Driven Innovation
Project Management
Creative Problem Solving
Consulting
Retirement Planning
Financial Services
Educational Technology
Office 365
Public Speaking
Strategic Thinking
Time Management
Critical Thinking
Organization Skills
Client Development
Employee Wellness Programs
Financial Wellness
General Securities Registered Representative
Retirement Plan Consulting
Retirement Solutions
Client Education
Enrollment Services
Office Automation
Defined Contribution
ERISA
Uniform Combined State Law
401(k) Retirement Savings Plans
FINRA
SEC Regulations
Webinar Development
Superior Client Service
FinTech
Educational Program Design
Digital Engagement
Build Strong Relationships
Behavioral Finance
Workflow Management
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Discover more about Shepherd Financial, LLCWhat is Nick Wylam email address?
Email Nick Wylam at [email protected]. This email is the most updated Nick Wylam's email found in 2026.
How to contact Nick Wylam?
To contact Nick Wylam send an email to [email protected].
What company does Nick Wylam work for?
Nick Wylam works for Shepherd Financial, LLC
What is Nick Wylam's role at Shepherd Financial, LLC?
Nick Wylam is Director - Innovation & Client Experience
What is Nick Wylam's Phone Number?
Nick Wylam's phone (317) ***-*426
Nick Wylam Email Addresses
Nick Wylam Phone Numbers
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