Nathan Goodwin Email & Phone Number
Director of Advisor Experience and Operations @ Cantella & Co., Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Nathan Goodwin Location
- Keene, NH, US
Nathan Goodwin Work
- Director of Advisor Experience and Operations @ (August 2026 - Present)
- Enterprise Operations Director @ (April 2025 - March 2026)
- Director of Operations @ (January 2025 - January 2026)
- Director of Systems and Platform Strategy @ (July 2024 - January 2025)
- Director of Operations @ KLR Wealth Management, LLC (January 2022 - January 2025)
- Manager of Operations and Platforms @ KLR Wealth Management, LLC (June 2023 - January 2024)
- Portfolio Manager @ KLR Wealth Management, LLC (November 2022 - June 2023)
- VP, Product Manager, Citizens Private Client @ (June 2016 - November 2022)
- Vice President of Wealth Management @ (January 2016 - January 2022)
- Product Manager, Corportate RIA @ (July 2013 - May 2016)
- Product Management Specialist @ (January 2013 - January 2016)
- Business Development Consultant @ (September 2007 - July 2013)
Nathan Goodwin Education
- Saint Anselm College
BA (Criminal Justice)
1991-1995 - Saint John's Prep, Danvers, MA
HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES (High School)
1987-1991 - Saint Anselm College
Bachelor of Arts (Criminal Justice/Police Science)
Nathan Goodwin Skills
- Relationship Management
- Practice Management
- Product Research
- General Sales Support
- Business Networking
- Consultative Sales Management
- Boston Sports Knowledge
- Market Research
- Sports
- Strategic Partnerships
- Sales
- Alternative Investments
- Marketing
- Business Development
- Wealth Management
- Training
- Finance
- Management
- Leadership
- Financial Services
- Series 7
- Series 63
- Investments
- Mutual Funds
- Retirement Planning
- Trading
- Business Relationship Management
- Solutions
- Consultative Sales
- Services
Nathan Goodwin Summary
- Nathan Goodwin, based in Keene, NH, US, is currently a Director of Advisor Experience and Operations at Cantella. Nathan Goodwin brings experience from previous roles at Premier Planning Group, Baldwin Wealth Partners and KLR Wealth Management, LLC. Nathan Goodwin holds a 1991 - 1995 BA in Criminal Justice @ Saint Anselm College. With a robust skill set that includes Relationship Management, Practice Management, Product Research, General Sales Support, Business Networking and more. Nathan Goodwin has 1 mobile phone numbers on RocketReach.
Looking for a different Nathan Goodwin?
Find contact details for 700 million professionals.
Others Named Nathan Goodwin
Nathan Goodwin
president
Fort Lauderdale, FL, US
Nathan Goodwin
Director of IT Operations (DevSecOps)
Wichita, KS, US
Nathan Goodwin
Corporate Controller
Fairfield, OH, US
Nathan Goodwin
Managing Partner
Manchester, NH, US
Nathan Goodwin
Executive Headhunter
Colchester, GB
Nathan Goodwin
Senior Development Manager
Miami, FL, US
Top Cantella & Co., Inc. Employees
Evan Miller
Financial Advisor
Boston, MA, US
George Mann
President
Boston, MA, US
Jay Lenaghan
Director, Advisor Growth and Platform Strategy
Boston, MA, US
Mike Mussay
Registered Principal
Grayslake, IL, US
Michael Frasier
Compliance Officer
Boston, MA, US
Ted Doshier
Credit Analyst
California, United States
Bryan Kuskie
Investment Advisor Representative
Montgomery Village, MD, US
William McEvoy
Trader and Operations
Quincy, MA, US
Terri Gemellaro
Office Liaison
Wilmington, MA, US
Jon Salmanson
Manager
Wayne, NJ, US
Jamie Martin
Fixed Income Trader and Specialist
Placerville, CA, US
Sierra James
Investment Advisor Representative
Littleton, CO, US
Sinan Sammour
Institutional Fixed Income Specialist
Houston, TX, US
Kellie-Anne Capurso
Operations Associate
Boston, MA, US
Matthew O'Brien
Lead Software Architect
Massachusetts, United States
Isabella Dares
Operations Associate
Hanover, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co