Nathan Mateo Email
Financial Consultant @ Fidelity Investments
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Nathan Mateo Location
- San Francisco, CA, US
Nathan Mateo Work
- 2023 -now Financial Consultant @
- 2023 -2023 Investment Consultant @
- 2017 -2022 Wealth Management Client Associate @
- 2017 -2017 Financial Advisor Intern @
Nathan Mateo Education
- UC Berkeley Extension
CFP® Certification Coursework
2020-2021 - California State University-Fullerton
Bachelor of Arts in Business Administration (Finance)
2015-2017 - University of Oklahoma
(Business Administration: Finance)
2014-2015
Nathan Mateo Summary
- Nathan Mateo, based in San Francisco, CA, US, is currently a Financial Consultant at Fidelity Investments. Nathan Mateo brings experience from previous roles at Fidelity Investments and Merrill Lynch. Nathan Mateo holds a 2020 - 2021 CFP® Certification Coursework @ UC Berkeley Extension. Nathan Mateo has 1 emails on RocketReach.
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