Nathan Coley Email & Phone Number
Director, Retirement Plan Operations @ Concurrent
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Nathan Coley Location
- Rancho Santa Margarita, CA, US
Nathan Coley Work
- Director, Retirement Plan Operations @ (December 2025 - Present)
- Retirement Plan Services Specialist @ (September 2024 - December 2025)
- Retirement Operations Specialist @ (October 2022 - August 2024)
- Service Coordinator @ (May 2019 - October 2022)
- Advisor Service Associate @ (April 2018 - October 2022)
- Operations Coordinator @ (December 2017 - October 2022)
- Member Services Representative @ (August 2016 - December 2017)
- Pro Shop Member @ (September 2015 - August 2016)
- Office Assistant @ Act Now Document Service, Inc. (December 2007 - October 2015)
- IT Assistant @ (October 2012 - July 2013)
Nathan Coley Education
- The Master's University
Master of Business Administration - MBA
2021-2023 - UC Santa Barbara
Bachelor of Arts (Communication)
2010-2012 - Saddleback Community College
Associate of Arts (General Studies)
2007-2010
Nathan Coley Skills
- Project Coordination
- Regulatory Guidelines
- Service Standards
- Resident Relations
- HOA
- Responsiveness
- Analytical Skills
- Attention to Detail
- Skill Development
- Operations
- Problem Solving
- Interpersonal Communication
- Client Relations
- Customer Service
- Internal Communications
- Teamwork
- Marketing
- Marketing Communications
- Social Media
- Strategic Communications
- Corporate Communications
- Public Relations
- Advertising
- Social Media Marketing
- Social Networking
- Editing
- Data Entry
- Customer Experience
- Financial Services
- HTML
- Cascading Style Sheets (CSS)
- Microsoft Office
- Communication
- Interpersonal Skills
- Time Management
- Salesforce.com
- HubSpot
- Microsoft Excel
- Microsoft PowerPoint
- Google Analytics
- Search Engine Optimization (SEO)
- Customer Success
- Written Communication
- Critical Thinking
- Camtasia
- Adobe Acrobat
- Microsoft Word
- Office Administration
- Presentations
Nathan Coley Summary
- Nathan Coley, based in Rancho Santa Margarita, CA, US, is currently a Director, Retirement Plan Operations at Concurrent. Nathan Coley brings experience from previous roles at Capital Group, OneDigital, flexPATH Strategies and RPAG. Nathan Coley holds a 2021 - 2023 Master of Business Administration - MBA @ The Master's University. With a robust skill set that includes Project Coordination, Regulatory Guidelines, Service Standards, Resident Relations, HOA and more. Nathan Coley has 2 emails and 1 mobile phone numbers on RocketReach.
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