Nate B. Email
Founding Partner @ Plan Wealth Management
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Nate B. Location
- Santiago de Querétaro, Qro., MX
Nate B. Work
- now
- 2016 -now Founding Partner @
- 2011 -2016 Senior Consultant @ International Advisor
- 2008 -2011 Consultant @
- 2006 -2008 Personal Protection Financial Adviser @
- 2005 -2006 Endowment Mortgage Investigator @ KeyPoint Claims
- 2004 -2005 Volunteer @
- 1999 -2001 Advisor @
Nate B. Education
- The Chartered Institute for Securities & Investment (The CISI)
Level 3 Certificate in Wealth and Investment Management (Investments and Securities)
2025 - The University of Bolton
Bachelor of Arts - BA (Creative Writing)
2001-2004 - St Walburga's
- The Chartered Institute for Securities & Investment (The CISI)
Nate B. Skills
- Investments
- Strategic Financial Planning
- Business Development
- Change Management
- New Business Development
- Finance
- Wealth Management
- Financial Advisory
- Business Strategy
- Management Consulting
- Portfolio Management
- Strategy
- Risk Management
- Banking
- Financial Analysis
- Mergers & Acquisitions
- Business Planning
- Financial Services
- Start-ups
- Leadership
- Strategic Planning
- Asset Management
- Due Diligence
- Financial Modeling
- Corporate Finance
- Business Process Improvement
- Private Equity
- Negotiation
- Restructuring
- Valuation
- Business Analysis
- Executive Management
- Financial Markets
- Investment Banking
- Entrepreneurship
- Financial Planning
- Start Ups
- Business Process
- Strategic Financial
- Mergers and Acquisitions
Nate B. Summary
- Nate B., based in Santiago de Querétaro, Qro., MX, is currently a Founding Partner at Plan Wealth MGMT. Nate B. brings experience from previous roles at Plan Wealth Management, International Advisor, deVere and Partners and LifeSearch. Nate B. holds a Level 3 Certificate in Wealth and Investment Management in Investments and Securities @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Investments, Strategic Financial Planning, Business Development, Change Management, New Business Development and more. Nate B. has 1 emails on RocketReach.
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