Nathan Rothwell Email & Phone Number
Certified Financial Planner @ Equity Associates Inc.
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Nathan Rothwell Location
- Toronto, ON, CA
Nathan Rothwell Work
- Certified Financial Planner @ (May 2019 - Present)
- Vice President, Sales and Marketing @ (April 2011 - May 2019)
- Inside Sales @ (November 2009 - April 2011)
- Client Services @ (November 2007 - November 2009)
Nathan Rothwell Education
- Western University
BMOS
2003-2007 - St. Andrew's College 1999-2003
- CSI/FP Canada
CIM (CFP)
Nathan Rothwell Skills
- Financial Analysis
- Financial Planning
- Investments
- Mutual Funds
- Portfolio Management
- Wealth Management
- Leadership
- Marketing Communications
- Strategic Planning
- Marketing
- Account Management
- Marketing Strategy
- Sales Operations
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 Financial Analysis, Financial Planning, Investments, Mutual Funds, Portfolio Management and more.
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