Nick LoPresti, CPBC

Nick LoPresti, CPBC

Nick spent 25 years in the financial services industry,…

Nick LoPresti, CPBC

Nick spent 25 years in the financial services industry,…

About

Nick 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 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:

  • “The Itch” (a children’s book)

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