Egnyte

Manager, Financial Services

Customer Development Manager

U.S. Bancorp Investments, Inc.

Wealth Management Advisor

JPMorgan Chase & Co.

Private Client Advisor

LPL Financial LLC dba Devo Wealth Management

Founder & Financial Advisor

PRINCOR FINANCIAL SERVICES Corp

Investment Advisor Representative

FirstMerit Bank

Financial Advisor

Bank of America Merrill Lynch

RJ O'Brien & Associates, LLC

Senior Trading Consultant

PFGBEST

Account Executive

American General Life and Accident Insurance Company

Insurance Advisor

Subject Matter Expert in Financial Services | Cloud Collaboration & Data Governance Enthusiast | Sharing Daily Insights from 10+ Years as a Wealth Manager with $75M+ AUM

Hello, I'm Nick and I'm passionate about financial freedom and data security.

In my previous life, I was a wealth manager for 15 years where I successfully managed over $75M in assets under management (AUM). I learned from the best, and along the way, I've gathered a wealth of knowledge on financial management from some of the most successful people in the business. This experience fueled my passion for personal finance education - because, let's face it, we all could use a little help when it comes to managing our money.

Now, I've taken that passion and experience into the world of data security as a Financial Services subject matter expert for Egnyte. I assist financial services firms in protecting and controlling their data, helping to educate how their operations can remain secure and efficient. In an era where data breaches are all too common, I'm excited to be helping organizations safeguard their clients' information.

I love sharing what I've learned, so you can find me here on LinkedIn every morning, sharing insights about personal finance.

There's a lot of talk about AI in banking. Not a lot of people are showing how it actually works in lending operations.

Egnyte is changing that. Join us for a live demo of AI accelerating lending workflows. We'll show exactly how it extracts borrower financials, flags missing documents, routes files automatically, and keeps everything audit-ready.

Register now: https://bit.ly/4oGeOCm

Nick DeVore

Connecting Financial Strategy and Business Growth | Leader of Wealth Management & Buy-Side Practice at Egnyte

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