Nathaniel Dejesus Email & Phone Number
Financial Services Faculty @ Kaplan Financial Education
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Nathaniel Dejesus Location
- Tampa, FL, US
Nathaniel Dejesus Work
- Financial Services Faculty @ (April 2026 - Present)
- Financial Planner @ (June 2024 - October 2024)
- Senior Financial Planning Specialist @ (October 2024 - Present)
- Senior Associate, Financial Planning Specialist @ (October 2024 - Present)
- Advanced Planning Consultant- HNW @ (June 2024 - October 2024)
- Senior Financial Planning Consultant @ (June 2018 - June 2024)
- Financial Planner @ (June 2018 - July 2024)
Nathaniel Dejesus Education
- The American College of Financial Services
Master of Science (Financial Planning)
2026-2028 - Pasco-Hernando State College
Bachelor of Applied Science - BASc (Business Administration and Management, General)
2016-2019
Nathaniel Dejesus Skills
- Portfolio Risk Management
- Trading
- Customer Relationship Management (CRM)
- Holistic Financial Planning
- Business Management
- Investment Policy
- Client Development
- Written Communication
- Morningstar
- Presentations
- Communication
- Financial Analysis
- Financial Planning
- Interpersonal Skills
- Client Relations
- Insurance Planning
- Leadership
- Business Development
- Investment Management
- Risk Management
- Insurance
- Retirement Planning
- Financial Advisory
- Investment Strategies
- Technical Analysis
- Sales
- Finance
- Portfolio Management
- Investments
- Strategic Planning
- Equities
- Securities
- Disability Insurance
- Mutual Funds
- Life Insurance
- Wealth Management
- Coaching
- Public Speaking
- Customer Service
- Management
- Team Building
- 401k Rollovers
- Variable Annuities
- Fundamental Analysis
- Indexed Annuities
- College Education Planning
- Long Term Care Insurance
Nathaniel Dejesus Summary
- Nathaniel Dejesus, based in Tampa, FL, US, is currently a Financial Services Faculty at Kaplan Financial Education. Nathaniel Dejesus brings experience from previous roles at The Impact Partnership and New York Life Insurance Company. Nathaniel Dejesus holds a 2026 - 2028 Master of Science in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Portfolio Risk Management, Trading, Customer Relationship Management (CRM), Holistic Financial Planning, Business Management and more. Nathaniel Dejesus has 3 emails and 2 mobile phone numbers on RocketReach.
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