Nate Gray Email & Phone Number
Senior Vice President @ iCapital
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Nate Gray Location
- Boston, MA, US
Nate Gray Work
- 2021 -now Senior Vice President @
- 2020 -2021 Regional Director @
- 2019 -2019 Vice President @
- 2017 -2019 VP Product Management @
- 2010 -2017 Regional Vice President @
- 2006 -2010 Regional Sales Director @
- 2006 -2006 Client Service Representative @
Nate Gray Education
- University of Maine
Bachelors (Business, Finance)
2000-2005
Nate Gray Skills
- Sales
- Mutual Funds
- Wealth Management
- Investments
- Financial Services
- Asset Allocation
- Asset Management
- Securities
- Retirement Planning
- Portfolio Management
- Equities
- Bloomberg Terminal
- Microsoft Office
- Series 7
- CRPC
- Series 65
- Morningstar
- Zephyr
- Structured Products
- Market Linked CDs
- Structured Notes
- ETFs
- Envestnet
- Series 6
- series 63
- 529 Plans
- SMA
- Communication
- Product Demonstration
- Management
- Product Development
- Microsoft Excel
- Team Building
- Strategy
- PowerPoint
Nate Gray Summary
- Nate Gray, based in Boston, MA, US, is currently a Senior Vice President at iCapital Network. Nate Gray brings experience from previous roles at Axio Financial LLC, Advisors Asset Management, Inc., Citizens Bank and Columbia Threadneedle Investments, US. Nate Gray holds a 2000 - 2005 Bachelors in Business, Finance @ University of Maine. With a robust skill set that includes Sales, Mutual Funds, Wealth Management, Investments, Financial Services and more. Nate Gray has 2 emails and 1 mobile phone numbers on RocketReach.
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