Nick LoPresti, CPBC

About

Nick has spent 25 years in the financial services industry, affiliating with Waddell & Reed, Inc directly after graduating from Hope College in Holland, MI. After spending time as an advisor, he stepped into various leadership roles within the organization, having served as a District Manager, Managing Principal and Regional Vice President supervising the Southeast US. Nick was also aligned with Ameriprise for from 2016-2018.

Nick began his coaching business in 2019 after becoming a Certified John Maxwell speaker, coach, and trainer. He also obtained his PBCA designation in 2022.

Education, Certifications, and Boards:

  • Hope College, Holland MI- BA Economics and Business
  • 1998 CMFC
  • Waddell & Reed, Inc Leadership Council Member
  • Certified Mutual Fund Counselor
  • Certified DISC trainer
  • Certified Professional Business Coach

Areas of Expertise

  • Leadership Development
  • One on One Coaching
  • Personal Performance
  • Wellness
  • Communication

Publications:

  • Leadership Development
  • “The Itch” (a children’s book)

Strengths:

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