Nathan Waldron Email & Phone Number
Director
5 free lookup(s). No credit card required.
Nathan Waldron Location
- Stoke-on-Trent, England, GB
Nathan Waldron Work
- 2023 -now Director @ Evergreen Financial Planning
- 2021 -now Director @ Waldron & Co. Financial Planning
- 2016 -2021 Partner @
- 2015 -2016 Strategic Transformation Leader - UK @
- 2012 -2015 Premier Relationship Manager @
- 2010 -2012 Personal Banker @
- 2007 -2012 Actor @ Self-employed
Nathan Waldron Education
- Chartered Insurance Institute
(CII Level 3 Award in Long Term Care Insurance, Finance and Financial Management Services)
2021 - Chartered Insurance Institute
(CII Level 3 Certificate in Equity Release, Financial Planning and Services)
2021 - The London Institute of Banking & Finance
(Level 4 Diploma in Financial Planning - DipFA, Financial Planning and Services)
2014-2015 - Squared Online 2015
- The London Institute of Banking & Finance
(Certificate in Retail Banking Conduct of Business - passed, Finance and Financial Management Services)
2014-2014 - Chartered Insurance Institute
(CII Level 4 Certificate in Advanced Mortgage Advice, Finance, General)
2023 - Chartered Insurance Institute
(CII Level 4 Diploma in Financial Planning, Financial Planning and Services)
- Chartered Insurance Institute
(CII Level 3 Certificate in Financial Services (General Route), Finance, General)
- Chartered Insurance Institute
(Level 6 Diploma in Financial Advice, Chartered)
2020 - Chartered Insurance Institute
(CII Level 3 Certificate in Mortgage Advice)
2020
Nathan Waldron Skills
- Strategic Planning
- Sales
- Business Strategy
- Leadership
- Management
- Financial Advisory
- Banking
- Engineering Change Management
- Branch Banking
- Transparency
- Credit Cards
- Financial Planning
- Truth
- Portfolio Management
- Cross Selling
- Customer Focused Service
- Financial Risk
- Investments
- Relationship Management
- Inspiration
- Credit Risk
- Finance
- Financial Services
- Commercial Banking
- Wealth Management
- Innovation
- Credit
- Consumer Lending
- Customer Service
- Financial Analysis
- Operational Risk
- Wealth
- Credit Analysis
- Private Banking
- Retail Banking
- Proactive Self Starter
- Customer Facing
- Loans
- Quality Results
- Business Relationship Management
- Wealth Management Services
- Holistic Financial Planning
- Protection Advice
- Life Protection
- Drawdown
Nathan Waldron Summary
- Nathan Waldron, based in Stoke-on-Trent, England, GB, is currently a Director at Evergreen Financial Planning. Nathan Waldron brings experience from previous roles at Waldron & Co. Financial Planning, Prudential Financial Planning Ltd. and Barclays. Nathan Waldron holds a Chartered Insurance Institute. With a robust skill set that includes Strategic Planning, Sales, Business Strategy, Leadership, Management and more. Nathan Waldron has 3 mobile phone numbers on RocketReach.
Looking for a different Nathan Waldron?
Find contact details for 700 million professionals.
