Nathan Vought Email & Phone Number
Investment Advisor @ B.O.S.S. Retirement Solutions
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Nathan Vought Location
- Provo, UT, US
Nathan Vought Work
- Investment Advisor @ (February 2024 - Present)
- Financial Advisor @ (February 2024 - September 2026)
- Expense Analyst @ (June 2023 - February 2024)
- Insurance Advisor @ Policy Scout (April 2023 - October 2023)
- Registered Investment Advisor @ (August 2019 - April 2023)
- Multi-Store Manager @ Verizon Wireless retailer - Go Wireless (March 2017 - August 2019)
- District Manager @ GoWireless (Verizon Wireless) (January 2017 - January 2019)
- Sales Representative @ (May 2015 - July 2017)
Nathan Vought Education
- Utah Valley University
Bachelor of Science - BS (Finance and Financial Management Services)
2019-2023 - Utah Valley University - Woodbury School of Business
Bachelor's degree (Finance with a minor in business management)
2016-2020
Nathan Vought Skills
- Account Executives
- Account Management
- Account Planning
- Budgeting
- Client Relations
- Communication
- Cross-functional Team Leadership
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Data Analysis
- Family Wealth Management
- Finance
- Financial Analysis
- Financial Goals
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Services
- Financial Statement Analysis
- Financial Statements
- Forecasting
- Generally Accepted Accounting Principles (GAAP)
- Google Slides
- Hitting Targets
- Investments
- Leadership
- Management
- Market Research
- Mentoring
- Negotiation
- New Business Opportunities
- Portfolio Management
- Private Wealth Management
- Product Road Mapping
- Qualitative Research
- Quantitative Research
- Regulatory Compliance
- Relationship Building
- Revenue Generation
- Strategic Planning
- Team Training
- Wealth Management Services
- Writing
Nathan Vought Summary
- Nathan Vought, based in Provo, UT, US, is currently a Investment Advisor at B.O.S.S. Retirement Solutions. Nathan Vought brings experience from previous roles at B.O.S.S. Retirement Solutions, Morgan Stanley, Policy Scout and Regents Park Advisors. Nathan Vought holds a 2019 - 2023 Bachelor of Science - BS in Finance and Financial Management Services @ Utah Valley University. With a robust skill set that includes Account Executives, Account Management, Account Planning, Budgeting, Client Relations and more. Nathan Vought has 2 emails and 1 mobile phone numbers on RocketReach.
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