Nate Holley Email & Phone Number
Financial Advisor, Vice President @ PNC Wealth Management LLC
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Nate Holley Location
- Cleveland, OH, US
Nate Holley Work
- Financial Advisor, Vice President @ (November 2020 - Present)
- Senior Client Advisor, Vice President @ PNC Wealth Management (March 2020 - November 2020)
- Client Advisor, Vice President @ PNC Wealth Management (December 2015 - March 2020)
- Channel Development Advisor, Assistant Vice President @ PNC Wealth Management (January 2014 - December 2015)
- Financial Specialist @ (January 2013 - December 2013)
- Licensed Financial Consultant @ (May 2010 - December 2012)
- Financial Advisor @ (May 2008 - May 2010)
Nate Holley Education
- The Ohio State University 2003-2007
- Medina High School 1998-2002
Nate Holley Skills
- Banking
- Investments
- Portfolio Management
- Wealth Management
- Retirement Planning
- Mutual Funds
- Investment Advisory
- Finance
- Sales
- Financial Analysis
- Financial Advisory
- Asset Management
- Series 7
- Series 66
- Microsoft Office
- Marketing
- Business Analysis
- Credit
- Research
- Strategic Planning
Nate Holley Summary
- Nate Holley, based in Cleveland, OH, US, is currently a Financial Advisor, Vice President at PNC Wealth Management LLC. Nate Holley brings experience from previous roles at PNC Wealth Management and PNC. Nate Holley holds a 2003 - 2007 The Ohio State University. With a robust skill set that includes Banking, Investments, Portfolio Management, Wealth Management, Retirement Planning and more. Nate Holley has 2 emails and 1 mobile phone numbers on RocketReach.
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