Nicholas Bowman


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Nick is a professional coach, with an offering designed to take your interviewing skills and experience to the next level.

Nick joined the financial services industry in 2005 in London, United Kingdom, and has extensive private banking and investment experience – achieving the Chartered Wealth Manager professional designation in the UK, and the Series 7, Series 66, and 215 Health and Life and Annuity (including Variable Contracts) licenses in the USA. He has held leadership roles at team, office, regional, and national levels for leading firms such as Credit Suisse Group, Bernstein Private Wealth Management, Ameriprise Financial, and First Republic Bank.

Nick also completed the Chartered Institute of Securities and Investments' Private Client Investment Advice and Management exam, The Wharton School of The University of Pennsylvania and First Republic Bank Leadership Development Program, Level 1, and Credit Suisse Group's 18-month Global Train to Relationship Manager program.

As part of earning his Bachelor’s of Science in Accounting (International) from the University of Hull, United Kingdom, Nick spent an additional year of business school at Group Ecole Supérieure de Commerce et de Management (ESCEM) in Poitiers, France.

Passionate about football (soccer), Nick passed the US Soccer Federation’s F License and the National Federation of State High School Associations’ Fundamentals of Coaching certificate.

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