Nathan Rothwell Email & Phone Number
Certified Financial Planner @ Equity Associates Inc.
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Nathan Rothwell Location
- Toronto, ON, CA
Nathan Rothwell Work
- 2019 -now Certified Financial Planner @
- 2011 -2019 Vice President, Sales and Marketing @
- 2009 -2011 Inside Sales @
- 2007 -2009 Client Services @
Nathan Rothwell Education
- Western University
BMOS
2003-2007 - St. Andrew's College 1999-2003
- CSI/FP Canada
CIM, CFP
Nathan Rothwell Skills
- Leadership
- Investments
- Portfolio Management
- Marketing Communications
- Financial Planning
- Strategic Planning
- Mutual Funds
- Marketing
- Account Management
- Marketing Strategy
- Sales Operations
- Financial Analysis
- Wealth Management
Nathan Rothwell Summary
- Nathan Rothwell, based in Toronto, ON, CA, is currently a Certified Financial Planner at Equity Associates Inc.. Nathan Rothwell brings experience from previous roles at CI Investments Inc.. Nathan Rothwell holds a 2003 - 2007 BMOS @ Western University. With a robust skill set that includes Leadership, Investments, Portfolio Management, Marketing Communications, Financial Planning and more.
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