Nathan Hearns Email & Phone Number
UHNW Wealth Advisor Executive (Portfolios greater than $15M) @ Vanguard
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Nathan Hearns Location
- Iron Station, NC, US
Nathan Hearns Work
- UHNW Wealth Advisor Executive (Portfolios greater than $15M) @ (July 2020 - Present)
- HNW and UHNW Senior Wealth Advisor ($5-$15M portfolios) @ (July 2015 - June 2020)
- HNW Senior Financial Advisor ($1M-$5M portfolios) @ (October 2014 - June 2015)
- Mass Affluent Financial Advisor (Portfolios greater than $500K) @ (July 2011 - September 2014)
- Flagship and Flagship Select Client Relationship Manager @ (January 2007 - June 2011)
- Client Relationship Administrator @ (August 2005 - December 2006)
- Teacher @ Masterworks School of the Arts (January 2004 - July 2005)
Nathan Hearns Education
- Bowling Green State University
B.S. (Education)
1998-2003
Nathan Hearns Skills
- Microsoft Office
- Project Management
- Certified Financial Planner
- CRM software
- CRM
- Investments
- Financial Planning
- Strategic Financial Planning
- Portfolio Management
- Finance
- Asset Allocation
- Management
- Retirement
- Mutual Funds
- Series 63
- Asset Management
- Estate Planning
- Financial Advisory
- Certified Financial
- Retirement Planning
- Customer Service
- Strategic Financial
- Research
- Ctfa
Nathan Hearns Summary
- Nathan Hearns, based in Iron Station, NC, US, is currently a UHNW Wealth Advisor Executive (Portfolios greater than $15M) at Vanguard. Nathan Hearns brings experience from previous roles at Vanguard. Nathan Hearns holds a 1998 - 2003 B.S. in Education @ Bowling Green State University. With a robust skill set that includes Microsoft Office, Project Management, Certified Financial Planner, CRM software, CRM and more. Nathan Hearns has 3 emails and 1 mobile phone numbers on RocketReach.
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