Nate McCurdy Email & Phone Number
Regional Vice President @ Raymond James Investment Management
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Nate McCurdy Location
- Philadelphia, PA, US
Nate McCurdy Work
- Regional Vice President @ (December 2017 - Present)
- Regional Vice President @ (July 2012 - Present)
- Regional Vice President @ (July 2015 - Present)
- Internal Wholesaler @ (July 2012 - July 2015)
- Intern @ DDMP Investment Advisors (May 2011 - August 2011)
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 Carillon Tower Advisers. Nate McCurdy brings experience from previous roles at Raymond James Investment Management, 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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