Nathan Rego Email & Phone Number
Vice President BayCoast Financial Services and Osaic Institutions Financial Advisor @ Osaic Institutions
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Nathan Rego Location
- Westport, MA, US
Nathan Rego Work
- Vice President BayCoast Financial Services and Osaic Institutions Financial Advisor @ (January 2012 - Present)
- Mortgage Loan Officer @ (January 2012 - January 2019)
- Financial Advisor Associate @ (April 2011 - August 2011)
- Mortgage Originator @ (February 2006 - April 2011)
- Senior Account Executive @ (March 2002 - July 2005)
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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