Nate B. Location
- Querétaro, Mexico
Nate B. Work
- 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 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 Querétaro, Mexico, is currently a Founding Partner at Plan Wealth MGMT. Nate B. brings experience from previous roles at International Advisor, deVere and Partners, LifeSearch and KeyPoint Claims. Nate B. holds a 2001 - 2004 Bachelor of Arts - BA in Creative Writing @ The University of Bolton. 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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