Nathan Rogers Email & Phone Number
Vice President @ EP Wealth Advisors
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Nathan Rogers Location
- Walnut Creek, CA, US
Nathan Rogers Work
- Vice President @ (April 2024 - Present)
- Associate Regional Director @ (September 2023 - April 2024)
- Professor @ (August 2022 - Present)
- Director @ Polaris Wealth Advisory Group (January 2021 - September 2023)
- Branch Manager @ (September 2015 - January 2021)
- Exclusive Financial Specialist @ (April 2013 - September 2015)
- Workshop Director @ Investools from TD Ameritrade Holding Corp (January 2006 - November 2012)
- Field Services Representative @ (January 2003 - January 2006)
Nathan Rogers Education
- Cal Northern School of Law
Juris Doctor (Banking, Corporate, Finance, and Securities Law)
- Cal Northern School of Law
Masters of Legal Studies (Law)
- Western Governors University
Bachelor's degree (Business Management)
- Weber State University
Political Science and Government
- Shasta College
Associate of Science (A.S.) (Business Administration and Management, General)
Nathan Rogers Skills
- Sales
- Investments
- Leadership
- Trading
- Options
- Sales Management
- Coaching
- Options Strategies
- Strategic Planning
- Public Speaking
- Training
- Technical Analysis
- Team Building
- Customer Service
- Series 7
- Stocks
- Risk Management
- Sales Process
- Series 63
- Financial Markets
- Management
- Trading Systems
- New Business Development
- Securities
- Creative Writing
- Business Development
- FINRA
- Leadership Development
- Business Strategy
- Marketing
- Small Business
- Team Leadership
- Sales Rep Training
- Writing
- Negotiation
- Process Improvement
- Direct Sales
- Entrepreneurship
- ETFs
- Equities
- Events
- Film Production
- Insurance
- Account Management
- Sales Operations
- Call Centers
- Recording
- Series 3
- Series 30
- Series 9
- Estate Planning
- Budgets
- Financial Reporting
- Financial Analysis
- Research
Nathan Rogers Summary
- Nathan Rogers, based in Walnut Creek, CA, US, is currently a Vice President at EP Wealth Advisors. Nathan Rogers brings experience from previous roles at EP Wealth Advisors, Shasta College, Polaris Wealth Advisory Group and TD Ameritrade. Nathan Rogers holds a Juris Doctor in Banking, Corporate, Finance, and Securities Law @ Cal Northern School of Law. With a robust skill set that includes Sales, Investments, Leadership, Trading, Options and more. Nathan Rogers has 3 emails and 1 mobile phone numbers on RocketReach.
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