Greenway Profiles - Nick
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Greenway Profiles - Nick
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Making Margin Podcast
Episode 60 - Greenway Profiles - Nick
Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.
Meet the voices behind this episode of Making Margin:
Nick
This month we’re ending our series, Greenway Profiles, where we’ve introduced you to our team and found out more about how they got to where they are. Last up is Nick, our founder.
Tell me about your background. Where are you from? Where did you go to school?
What was your first job?
Talk about your transition from working with institutional dollars to working with individuals and families. Why did you decide to do that?
What are some consistent challenges you find that people have with their finances when you first meet with them?
Who is your role model for retirement?