Nicholas T. Mastrian
Schneider Downs Wealth Management Advisors, LP.
Nicholas has more than 8 years of experience in the financial services industry. Prior to joining Schneider Downs Wealth Management Advisors, Nick was a Senior Fixed Income Specialist. He was actively involved in the fixed income trading process, including research and problem resolution, for a large institution. Nick also brings with him operational experience from a registered investment advisory firm. Where Nick assisted in managing all operations employees and was responsible for overseeing and developing operational workflows.
As our Operations Manager, Nick’s primary responsibilities include directing and handling operations activities, including day-to-day operations in accordance with the policies and procedures of the firm, and creating and maintaining workflows and processes for office operations. As an Operations Manager, Nick frees up time for investment advisors to focus on client service, while he concentrates on, organizational efficiency, effectiveness, and risk management.
Nick majored in Economics and has received his Bachelor of Science in Business Administration from Slippery Rock University.
Contact Nick: firstname.lastname@example.org