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 (Business)
2004 - 2006 - Texas Christian University - M.J. Neeley School of Business
Bachelor of Arts (BA) (Entrepreneurial Management)
2000 - 2002 - null
- 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 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 2 emails and 4 mobile phone numbers on RocketReach.
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Others Named Nate Angelo
Nate Angelo
Chief Executive Officer
United States
Top Composition Wealth Employees
Nate Angelo
Chief Executive Officer
United States
Jeff Alpert
Partner | Board Member
United States
John Caffrey
Partner and Senior Wealth Advisor
Melville, NY, US
Ben Offit
Partner, Senior Wealth Advisor
Columbia, MD, US
Antonia Recht
Managing Director, Growth Initiatives
Los Angeles, CA, US
Brian Johnson
Partner, Senior Wealth Advisor
Kirkland, WA, US
Connor Wilhelm
Director, Wealth Advisor
Los Angeles, CA, US
Matt Dmytryszyn
Chief Investment Officer
Chicago, IL, US
M Pieper
Partner, Senior Wealth Advisor
Seattle, WA, US
Brock Moseley
Founder and Managing Director
Los Angeles, CA, US
Meghan McCartan
Chief Marketing Officer
Fairfield, CT, US
Marla Wooton
Chief Compliance Officer
Los Angeles, CA, US
Blake McKibbin
Managing Director, Wealth and Estate Strategist
Kirkland, WA, US
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