Nate Angelo Email & Phone Number
Chief Executive Officer @ Composition Wealth
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Nate Angelo Location
- United States
Nate Angelo Work
- 2025 -now Chief Executive Officer @
- 2023 -2025 Head of Wealth Management @
- 2020 -2023 Complex Director, Senior Managing Director @
- 2017 -2020 Head, Wealth Management Consulting and Practice Management @
- 2013 -2020 Founder @ SowingRoots
- 2014 -2017 Managing Partner @
- 2002 -2014 Director, National Accounts @
- 2011 -2013 Director, National and Regional Broker Dealer Channel @
- 2008 -2011 Senior National Accounts Manager @
- 2005 -2008 National Account Manager @
- 2002 -2005 Sales Associate @
Nate Angelo Education
- SBGE at Seattle Pacific University
MBA (Beta Gamma - Honors Fraternity)
2004-2006 - Texas Christian University - M.J. 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, RBC Wealth Management and SowingRoots. Nate Angelo holds a 2004 - 2006 MBA in Beta Gamma - Honors Fraternity @ SBGE at Seattle Pacific University. With a robust skill set that includes Strategy, Business Development, Management, Financial Services, Leadership and more. Nate Angelo has 2 emails and 4 mobile phone numbers on RocketReach.
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