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Prospect analytics
Jul 2025 - Current
May 2025 - Current
May 2025 - Current
Apr 2022 - Sep 2025
Sep 2019 - Mar 2022
Jan 2018 - Aug 2019
Jan 2014 - Dec 2017
Jul 2013 - Jan 2014
Feb 2012 - Jul 2013
Jun 2010 - Feb 2012
Dec 2009 - Jun 2010
Mar 2007 - Dec 2009
Apr 2006 - Mar 2007
Sep 2005 - Apr 2006
Jun 1999 - Apr 2006
Dec 2005 - Dec 2005
Dec 2000 - Oct 2002
Their professional focus is Advisor Productivity, AI Strategy, and Banking across 3 core areas.
Nicholas holds The Business of GenAI, Passed Level II of the CFA Program, and Canadian Securities Course certifications.
Bachelor of Science at The University of British Columbia
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