Nathan Lew Email & Phone Number
Field Director @ Pacific Life
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Nathan Lew Location
- Denver, CO, US
Nathan Lew Work
- 2024 -now Field Director @
- 2015 -2024 Director - Advanced Markets @
- 2015 -2020 Director Advanced Markets @
- 2007 -2015 Advanced Sales Consultant @
- 2003 -2007 Senior Internal Wholesaler @
- 1999 -2003 Team Lead and Business Service Representative @
Nathan Lew Education
- The American College
CLU, ChFC, RICP (Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional)
2007-2015 - University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2003-2005 - University of California, Irvine
Bachelor's Degree (History)
1995-1999
Nathan Lew Skills
- Leadership
- FINRA
- Regional Planning
- Public Speaking
- Communication
- Consultative Selling
- Outside Sales
- Financial Instruments
- Presentations
- Presentation Skills
- Wealth Accumulation
- Sales
- Business Development
- Certified Financial Planner
- Estate Planning
- Variable Annuities
- Retirement Income Strategies
- Immediate Annuities
- Deferred Income Annuities
- Retirement Planning
- Series 63
- Series 7
- Mutual Funds
- Life Insurance
- Retirement
- Series 6
- Financial Services
- Wealth Management
- Fixed Annuities
- Insurance
- Asset Allocation
- Financial Planning
- Deferred Income
- Sales Management
- Project Management
- Research
- Team Leadership
- Retirement Income
Nathan Lew Summary
- Nathan Lew, based in Denver, CO, US, is currently a Field Director at Pacific Life. Nathan Lew brings experience from previous roles at Equitable, AXA US, MetLife and MetLife Investors. Nathan Lew holds a 2007 - 2015 CLU, ChFC, RICP in Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional @ The American College. With a robust skill set that includes Leadership, FINRA, Regional Planning, Public Speaking, Communication and more. Nathan Lew has 2 emails and 2 mobile phone numbers on RocketReach.
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