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Nathan Rego Location
Westport, MA, US
Nathan Rego Work
2012 -now Vice President BayCoast Financial Services and Osaic Institutions Financial Advisor @
2012 -2019 Mortgage Loan Officer @
2011 -2011 Financial Advisor Associate @
2006 -2011 Mortgage Originator @
2002 -2005 Senior Account Executive @
Nathan Rego Education
University of Massachusetts Dartmouth
(Business Administration and Management, General)
Nathan Rego Skills
Investments
Estate Planning
Strategic Financial Planning
Portfolio Management
Retirement Planning
Mutual Funds
Wealth Management
Strategic Financial
Mortgage
Nathan Rego Summary
Nathan Rego, based in Westport, MA, US, is currently a Vice President BayCoast Financial Services and Osaic Institutions Financial Advisor at Osaic Institutions. Nathan Rego brings experience from previous roles at BayCoast Bank, Morgan Stanley Smith Barney, St. Anne's Credit Union and HSBC Bank Corporation. Nathan Rego holds a University of Massachusetts Dartmouth. With a robust skill set that includes Investments, Estate Planning, Strategic Financial Planning, Portfolio Management, Retirement Planning and more. Nathan Rego has 1 emails and 2 mobile phone numbers on RocketReach.
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