Nathan Rogers Email & Phone Number
Vice President @ EP Wealth Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Nathan Rogers Location
- Walnut Creek, CA, US
Nathan Rogers Work
- 2024 -now Vice President @
- 2023 -2024 Associate Regional Director @
- 2022 -now Professor @
- 2021 -2023 Director @ Polaris Wealth Advisory Group
- 2015 -2021 Branch Manager @
- 2013 -2015 Exclusive Financial Specialist @
- 2006 -2012 Workshop Director @ Investools from TD Ameritrade Holding Corp
- 2003 -2006 Field Services Representative @
Nathan Rogers Education
- Cal Northern School of Law
Juris Doctor (Banking, Corporate, Finance, and Securities Law)
2017-2022 - 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 (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
- 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 2017 - 2022 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.
Looking for a different Nathan Rogers?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co