Head of Wealth Management @ (June 2023 - September 2025)
Founder @ SowingRoots (January 2013 - December 2020)
Managing Partner @ (January 2014 - January 2017)
Director, National Accounts @ (January 2002 - January 2014)
Director, National and Regional Broker Dealer Channel @ (January 2011 - January 2013)
Senior National Accounts Manager @ (January 2008 - January 2011)
Complex Director, Senior Managing Director @ (November 2020 - June 2023)
Head, Wealth Management Consulting and Practice Management @ (July 2017 - October 2020)
National Account Manager @ (January 2005 - January 2008)
Sales Associate @ (January 2002 - January 2005)
Nate Angelo Education
SBGE at Seattle Pacific University
MBA (Business)
2004-2006
TCU Neeley School of Business
Bachelor of Arts (BA) (Entrepreneurial Management)
2000-2002
high school
Nate Angelo Skills
Strategy
Business Development
Management
Financial Services
Leadership
Mutual Funds
Strategic Planning
Relationship Management
Strategic Partnerships
CRM
Public Speaking
Asset Allocation
Sales
Marketing
Practice Management
Alternative Investments
Finance
Team Leadership
Customer Service
Product Marketing
Business Strategy
Solution Selling
Executive Management
Customer Relations
Client Services
Nate Angelo Summary
Nate Angelo, based in United States, is currently a Chief Executive Officer at Composition Wealth. Nate Angelo brings experience from previous roles at Composition Wealth, SowingRoots, Columbia River Advisors and Russell Investments. Nate Angelo holds a 2004 - 2006 MBA in Business @ SBGE at Seattle Pacific University. With a robust skill set that includes Strategy, Business Development, Management, Financial Services, Leadership and more. Nate Angelo has 3 emails and 4 mobile phone numbers on RocketReach.
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