Nate Gray Email & Phone Number
Senior Vice President @ iCapital
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Nate Gray Location
- Boston, MA, US
Nate Gray Work
- Senior Vice President @ (November 2021 - Present)
- Regional Director @ (January 2020 - October 2021)
- Vice President @ (July 2019 - December 2019)
- VP Product Management @ (February 2017 - July 2019)
- Regional Vice President @ (June 2010 - January 2017)
- Regional Sales Director @ (November 2006 - May 2010)
- Client Service Representative @ (January 2006 - November 2006)
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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