Nate Young Email & Phone Number
Assistant Vice President, Manager Select Service Team at Capital Group @ FocusPoint Private Capital Group
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Nate Young Location
- Indianapolis, IN, US
Nate Young Work
- 2024 -now Assistant Vice President, Manager Select Service Team at Capital Group @
- 2016 -now Founder and President @ N.Y. Consulting Group LLC.
- 2022 -2024 Client Services Manager - Advanced Resources at Capital Group @
- 2020 -2022 Client Services Manager- Retirement Plan Services at Capital Group @
- 2020 -2020 Client Services Manager - Advisor Marketing at Capital Group @
- 2016 -2020 Plan Premier Retirement Plan Coordinator at Capital Group @
- 2014 -2016 Retirement Plan Consultant @
- 2005 -2014 Sr. Associate Retirement and Estates Solutions @
Nate Young Education
- Indiana Wesleyan University
Master of Business Administration (MBA) (Finance, General)
- Indiana Wesleyan University
Bachelor of Business Administration (BS) (Human Resources Management/Personnel Administration, General)
- Vincennes University
Associate of Arts and Sciences (AAS) (Business Administration, Management and Operations)
Nate Young Skills
- Estate Administration
- Estate Planning
- Leadership
- Form 5500 Preparation
- PowerPoint
- Pensions
- Retirement Savings
- Human Resources
- Defined Contribution
- Insurance
- Qualified Retirement
- Retirement Planning
- Financial Planning
- Lotus Notes
- Retirement Benefits
- Logistics
- IRAs
- Investments
- Communication
- Team Leadership
- Finance
- 401k
- Standards Compliance
- Retirement Plan Consulting
- Roth IRA
- 401K Retirement Savings Plans
- Financial Services
- 457 Plans
- Benefit Plan
- Mutual Funds
- Simple IRA
- Written And Verbal
- Microsoft Office
- Strategic Financial Planning
- Qualified Retirement Plans
- 403 b
- SEP IRA
- Microsoft Word
- Benefit Plan Administration
- Written And Verbal Communication Abilities
- Customer Service
- Defined Benefit
- Financial Analysis
- Profit Sharing
- Small Business
- Personal Finance
- 401k Rollovers
- ERISA
- Strategic Financial
- Money Purchase
- Retirement
- Retirement Plan
- Pension Administration
- Employee Benefits
- Trust Services
- 401 Retirement Savings Plans
Nate Young Summary
- Nate Young, based in Indianapolis, IN, US, is currently a Assistant Vice President, Manager Select Service Team at Capital Group at Capital Group. Nate Young brings experience from previous roles at N.Y. Consulting Group LLC. and Capital Group. Nate Young holds a Master of Business Administration (MBA) in Finance, General @ Indiana Wesleyan University. With a robust skill set that includes Estate Administration, Estate Planning, Leadership, Form 5500 Preparation, PowerPoint and more. Nate Young has 2 emails and 1 mobile phone numbers on RocketReach.
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