Nathan Waldron Email & Phone Number
Director
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Nathan Waldron Location
- Stoke-on-Trent, England, GB
Nathan Waldron Work
- Director @ Evergreen Financial Planning (October 2023 - Present)
- Director @ Evergreen Financial Planning (May 2021 - Present)
- Partner @ (March 2016 - May 2021)
- Strategic Transformation Leader - UK @ (May 2015 - February 2016)
- Premier Relationship Manager @ (March 2012 - May 2015)
- Personal Banker @ (July 2010 - March 2012)
- Actor @ Self-employed (January 2007 - January 2012)
Nathan Waldron Education
- LIBF
Certificate in Retail Banking Conduct of Business - passed (Finance and Financial Management Services)
2014-2014 - Chartered Insurance Institute
CII Level 4 Diploma in Financial Planning (Financial Planning and Services)
- Chartered Insurance Institute
CII Level 4 Certificate in Advanced Mortgage Advice (Finance, General)
2023 - 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 - Chartered Insurance Institute
CII Level 3 Certificate in Financial Services (General Route) (Finance, General)
- Chartered Insurance Institute
CII Level 3 Certificate in Mortgage Advice
- Chartered Insurance Institute
Level 6 Diploma in Financial Advice (Chartered)
2020 - LIBF
Level 4 Diploma in Financial Planning - DipFA (Financial Planning and Services)
2015 - Squared Online 2015
Nathan Waldron Skills
- Banking
- Branch Banking
- Business Relationship Management
- Commercial Banking
- Consumer Lending
- Credit
- Credit Analysis
- Credit Cards
- Credit Risk
- Cross Selling
- Customer Service
- Customer-facing
- Customer-focused Service
- Diversity & Inclusion
- Drawdown
- Engineering Change Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Risk
- Financial Services
- Holistic Financial Planning
- Innovation
- Inspiration
- Insurance
- Investments
- Life Protection
- Loans
- Management
- Mortgage Lending
- Operational Risk
- Personal Pensions
- Portfolio Management
- Private Banking
- Proactive self-starter
- Protection Advice
- Quality Results
- Relationship Management
- Retail Banking
- Sales
- Transparency
- Truth
- Wealth
- Wealth Management
- Wealth Management Services
- Strategic Planning
- Business Strategy
- Leadership
- Customer Focused Service
- Proactive Self Starter
- Customer Facing
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 Evergreen Financial Planning, Prudential Financial Planning Ltd. and Barclays. Nathan Waldron holds a 2014 - 2014 Certificate in Retail Banking Conduct of Business - passed in Finance and Financial Management Services @ LIBF. With a robust skill set that includes Banking, Branch Banking, Business Relationship Management, Commercial Banking, Consumer Lending and more. Nathan Waldron has 3 mobile phone numbers on RocketReach.
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