Nathan Mersereau's Location
Birmingham, MI, US
Nathan Mersereau's Work
- President @ Planning Alternatives
- President @ WealthCare Advisors
- President @ Oakland Wealth Management
Nathan Mersereau's Education
- Stanford Graduate School of Business Executive Education2016 - 2016
- Western University
Bachelors (Commercial Studies)
- University of Windsor
Bachelor of Business Administration (Finance)
Nathan Mersereau's Skills
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Strategic Planning
- Portfolio Management
- Business Strategy
- Entrepreneurship
- Small Business
- Estate Planning
- Insurance
Nathan Mersereau's Summary
Nathan Mersereau, based in Birmingham, MI, US, is currently a President at Planning Alternatives, bringing experience from previous roles at WealthCare Advisors and Oakland Wealth Management. Nathan Mersereau holds a 2016 - 2016 Stanford Graduate School of Business Executive Education. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Retirement Planning, Strategic Planning, Portfolio Management and more, Nathan Mersereau contributes valuable insights to the industry. Nathan Mersereau has 3 emails on RocketReach.
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