Nathan Mateo Email
Financial Consultant @ Fidelity Investments
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Nathan Mateo Location
- San Francisco, CA, US
Nathan Mateo Work
- Financial Consultant @ (October 2023 - Present)
- Investment Consultant @ (January 2023 - September 2023)
- Wealth Management Client Associate @ (November 2017 - June 2022)
- Financial Advisor Intern @ (January 2017 - April 2017)
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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