Sr. Admin and Operations Manager @ (January 2024 - April 2026)
Senior Client Service Specialist @ (August 2021 - January 2024)
Business Controls Analyst @ (February 2015 - April 2022)
Licensed High Net Worth Service Representative @ (February 2012 - August 2014)
Nathan Weidner Education
Thomas More College
Bachelor of Arts (B.A.) (Finance)
2007-2011
Nathan Weidner Skills
Leadership
Series 63
High Net Worth
Networking
IRAs
Investments
Communication
Relationship Management
Finance
Asset Allocation
Roth IRA
Financial Services
Equities
Mutual Funds
FINRA
High Net Worth Individuals
Stocks
Wealth Accumulation
Time Management
Teamwork
401k Rollovers
Staff Development
ETFs
Trading
High Level Of Accuracy
Funding
Retirement
Options
Series 7
Securities
Equity Trading
Nathan Weidner Summary
Nathan Weidner, based in Cincinnati, OH, US, is currently a RIA Senior Manager, Operations at Fifth Third Wealth Advisors LLC. Nathan Weidner brings experience from previous roles at Fifth Third Wealth Advisors LLC, Fifth Third Bank/Fifth Third Securities and Fidelity Investments. Nathan Weidner holds a 2007 - 2011 Bachelor of Arts (B.A.) in Finance @ Thomas More College. With a robust skill set that includes Leadership, Series 63, High Net Worth, Networking, IRAs and more. Nathan Weidner has 3 emails and 2 mobile phone numbers on RocketReach.
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