Nathaniel Barton Email & Phone Number
Retirement Advisor @ Soltis Investment Advisors
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Nathaniel Barton Location
- United States
Nathaniel Barton Work
- 2022 - now Retirement Advisor @
- 2019 - 2022 Workplace Planning Consultant II @
- 2019 - 2019 Workplace Planning Consultant I @
- 2017 - 2019 Workplace Planning Associate @
- 2016 - 2017 Financial Representative Full Trader @
- 2015 - 2015 Speech Analytic Intern @
Nathaniel Barton Education
- Utah Valley University
Master of Financial Planning & Analytics (Financial Planning and Services)
2022 - 2025 - Utah Valley University
BS, PFP, Professional Financial Planning (Professional Financial Planning with a Minor in Business Managment)
2015 - 2018 - Utah Valley University
Associate of Science (A.S.) (Financial Planning and Services)
2014 - 2015
Nathaniel Barton Skills
- Leadership
- Teaching
- Microsoft Office
- Management
- Team Building
- Customer Retention
- Customer Satisfaction
- Social Media
- Research
- Microsoft Excel
- Public Speaking
- Customer Service Representatives
- Customer Service
- Organizational
- Strategic Planning
- Strategy
- Organizational Development
- Sales
Nathaniel Barton Summary
- Nathaniel Barton, based in United States, is currently a Retirement Advisor at Soltis Investment Advisors. Nathaniel Barton brings experience from previous roles at Fidelity Investments. Nathaniel Barton holds a 2022 - 2025 Master of Financial Planning & Analytics in Financial Planning and Services @ Utah Valley University. With a robust skill set that includes Leadership, Teaching, Microsoft Office, Management, Team Building and more. Nathaniel Barton has 1 mobile phone numbers on RocketReach.
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Kim Anderson
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Rob Kelley
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Hal Anderson
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Kelli Holmstead
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Casey Barrus
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Ammon Christensen
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T.j. Adams
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Christie Behunin
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