Agency Supervisory Officer
Current
Aug 2021 - Present
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David Nau Email & Phone Number
Agency Supervisory Officer
at
uFinancial Group
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Agency Supervisory Officer
Location
Greater Harrisburg Area, United States
Company size
Who is David Nau? Overview
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Quick answer
David Nau is listed as Agency Supervisory Officer at uFinancial Group, a with 145 employees, based in Greater Harrisburg Area, United States. AeroLeads shows a matched LinkedIn profile for David Nau.
David Nau previously worked as Compliance Principal, Financial Advisor at U Financial Group and VP Financial Consultant at Charles Schwab. David Nau holds Bachelor Of Arts (Ba), Psychology, 3.0 from University Of Washington.
Company email context
Email format at uFinancial Group
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uFinancial Group
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Profile bio
About David Nau
David Nau is a Agency Supervisory Officer at uFinancial Group. He possess expertise in microsoft office, management, microsoft excel, microsoft word, research and 12 more skills.
Listed skills include Microsoft Office, Management, Microsoft Excel, Microsoft Word, and 13 others.
Current workplace
David Nau's current company
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Ufinancial Group
8 roles
David Nau work experience
A career timeline built from the work history available for this profile.
Compliance Principal, Financial Advisor
Current
U Financial Group
Feb 2017 - Present
Vp Financial Consultant
Aug 2015 - Jan 2017
Financial Advisor
May 2014 - Mar 2015
Financial Advisor
Provided Investment and Financial Planning Services to Credit Union members through CFS (Broker/Dealer).
May 2013 - Nov 2013
Financial Advisor
Directed sales of Financial Products and Services to five PNC Branch locations in Maryland.
May 2012 - May 2013
Financial Advisor
Managed a book of 300 Schwab clients, providing Financial Planning Services and Investment Solutions to individuals and small businesses. Also served as a Series 9/10 Assistant Branch Manager from 2009 to 2011.
Mar 2007 - Jan 2012
Financial Advisor
Mar 2004 - Mar 2007
Team & coworkers
Colleagues at uFinancial Group
Other employees you can reach at ufinancialgroup.com. View company contacts for 145 employees →
NW
Niki Williams
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
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JT
J. T.
Colleague at Ufinancial GroupErie-Meadville Area, United States
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DM
Dominic Marinucci, Ricp®, Wmcp®
Colleague at Ufinancial GroupExton, Pennsylvania, United States
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BF
Brianna Feaser
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
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CF
Courtney Feaser
Colleague at Ufinancial GroupGreater Harrisburg Area, United States
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BG
Brandon Gordon
Colleague at Ufinancial GroupWalnut Bottom, Pennsylvania, United States
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LW
Leslie Williams
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
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SR
Shane Rapsey, Ricp®
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
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PB
Paul Broomell
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
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BF
Brianna Feliciano
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
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Niki Williams
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
View →
JT
J. T.
Colleague at Ufinancial GroupErie-Meadville Area, United States
View →
DM
Dominic Marinucci, Ricp®, Wmcp®
Colleague at Ufinancial GroupExton, Pennsylvania, United States
View →
BF
Brianna Feaser
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
View →
CF
Courtney Feaser
Colleague at Ufinancial GroupGreater Harrisburg Area, United States
View →
BG
Brandon Gordon
Colleague at Ufinancial GroupWalnut Bottom, Pennsylvania, United States
View →
LW
Leslie Williams
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
View →
SR
Shane Rapsey, Ricp®
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
View →
PB
Paul Broomell
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
View →
BF
Brianna Feliciano
Colleague at Ufinancial GroupMechanicsburg, Pennsylvania, United States
View →
1 education record
David Nau education
FAQ
Frequently asked questions about David Nau
Quick answers generated from the profile data available on this page.
What company does David Nau work for?
David Nau works for uFinancial Group.
What is David Nau's role at uFinancial Group?
David Nau is listed as Agency Supervisory Officer at uFinancial Group.
Where is David Nau based?
David Nau is based in Greater Harrisburg Area, United States while working with uFinancial Group.
What companies has David Nau worked for?
David Nau has worked for Ufinancial Group, U Financial Group, Charles Schwab, Bank Of America Merrill Lynch, and Cuso Financial Services, Lp.
Who are David Nau's colleagues at uFinancial Group?
David Nau's colleagues at uFinancial Group include Niki Williams, J. T., Dominic Marinucci, Ricp®, Wmcp®, Brianna Feaser, and Courtney Feaser.
How can I contact David Nau?
You can use AeroLeads to view verified contact signals for David Nau at uFinancial Group, including work email, phone, and LinkedIn data when available.
What schools did David Nau attend?
David Nau holds Bachelor Of Arts (Ba), Psychology, 3.0 from University Of Washington.
What skills is David Nau known for?
David Nau is listed with skills including Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Powerpoint, Sales, and Leadership.
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