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Nate McCurdy Location
Philadelphia, PA, US
Nate McCurdy Work
2012 -now Regional Vice President @
2017 -now Regional Vice President @
2015 -now Regional Vice President @
2012 -2015 Internal Wholesaler @
2011 -2011 Intern @ DDMP Investment Advisors
Nate McCurdy Education
Kellogg Executive Education
Mastering Sales: A Toolkit for Success
2020-2020
James Madison University
Bachelor of Business Administration (BBA) (Finance)
2008-2012
Nate McCurdy Skills
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Access
Social Media
Customer Service
Public Speaking
HTML
Event Planning
Financial Analysis
Data Analysis
Mutual Funds
Asset Allocation
Series 7
Investments
Time Management
Nate McCurdy Summary
Nate McCurdy, based in Philadelphia, PA, US, is currently a Regional Vice President at Raymond James Investment Management. Nate McCurdy brings experience from previous roles at Carillon Tower Advisers, Eagle Asset Management and DDMP Investment Advisors. Nate McCurdy holds a 2020 - 2020 Mastering Sales: A Toolkit for Success @ Kellogg Executive Education. With a robust skill set that includes Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access and more. Nate McCurdy has 3 emails and 1 mobile phone numbers on RocketReach.
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