Nathan Johnson, Cfp®, Pmp® Email & Phone Number

Plano, Texas, United States

Designing the "Future of Financial Planning" and re-defining the standard of expectations for client investment success.

Frisco, Texas, United States

Drove the execution of SOP development relating to Risk and Compliance initiatives specific to Broker-Dealer Compliance department operations, including task organization and analysis, process and workflow mapping and integration, system effectiveness and efficiency improvements (migration from Excel spreadsheet to digitalized Salesforce-based database), personnel training development, and quantification of risk considerations and associated mitigation executables.Ancillary Roles: Corporate RIA Executive VP - acted as force multiplier for Corporate RIA president, assisting in all aspects of RIA management and strategy development.Director of Advisor Experience - spearheaded the re-design and execution of advisor feedback mechanisms to significantly improve broker-dealer support processes, including tech stack navigation, succession and acquisition planning, marketing plan development, and brand management.

Frisco, Texas, United States

CEO force multiplier within financial services M&A holding firm catering to independent/hybrid RIAs. Oversaw and managed business operations and strategy associated with the acquisition of 5 firms, including HR, IT, Operational efficiencies, Executive leadership, Budgeting, and Core Strategy. Managed and controlled communications involving the CEO, including operations, projects, and initiatives; made authorized decisions on the CEO’s behalf, ensured all efforts adhere to CEO standards, managed impacts to CEO’s schedule.

Camp Lejeune, Nc

• Managed multiple projects involving the development and implementation of new Intelligence equipment and technology, including coordination with US national agencies, various sensitive technological experts, and tactical operators from the Special Operations Intelligence community.• Spearheaded the re-design and overhaul of the MARSOC Intelligence departments unclassified and classified SharePoint portal sites and network storage, reducing digital storage redundancies by over 60%, standardizing internal file storage procedures and significantly streamlining management and proper disposal of classified materials.• Managed the creation and refinement of Marine Corps Special Operations Intelligence doctrine, collaborating with internal MARSOC Intelligence specialists, MARSOC future planning and operations officers, and various joint special operations intelligence experts to analyze and dictate distinctions and drivers behind all elements associated with MARSOC Intelligence.

Baghdad, Iraq

Combined Joint Special Operations Task Force - Iraq• Effectively served as the Intelligence Department EVP and Program manager for Combined Joint Special Operations Task Force-Iraq, consisting of 60+ highly trained subject-matter experts, including joint and coalition service members and civilian contractors, coordinating efforts with 14 subordinate Special Operations Task Forces from 12 different countries.• Directed efforts across multiple theater and national US agencies that resulted in substantial increases to battlespace clarity and included the acquisition of information critical in understanding and targeting ISIS threat financing.

Addison, Tx

• Built a successful detail-oriented practice based on honesty, integrity and commitment, working with highly affluent veterans and their families to establish an in-depth financial plan, take action on recommended strategies, and continuously monitor their plans to ensure success.• Provided full-scope financial planning services to 15,000+ members, resulting in over 5,000 new investment accounts with assets under management totaling over $60M and over 1,200 new life insurance policies with face values totaling over $550M.• Consistently sought out as subject matter expert for tactfully navigating conversations with the veteran community and acted as a critical consultant to the USAA Financial Planning strategic development committee, with implemented recommendations resulting in multiple improvements to internal processes.

Stuttgart Area, Germany

• Planned, directed, and managed operations of the Intelligence Analysis and Production cell to provide timely and accurate all-source fused intelligence products via written and oral communications, to include: 129 Current Intelligence Products, 181 intelligence inquiries answered, 51 intelligence inquiries coordinated with external entities, 32 brief presentations, 200 Daily Intelligence Summaries, and 37 Command and Staff Intelligence Updates.• Coordinated the standardization of U.S. Marine Forces Africa Intelligence product creation, storage, and dissemination, effectively updating and ensuring streamlined access by U.S. Gov’t personnel from 54 countries.

Dallas/Fort Worth Area

• Developed an in-depth business plan focused on providing face-to-face financial planning solutions to veterans and their families in the DFW area.• Consistently recognized as branch leader in business metrics such as successful cold calls, appointments set, and referrals received.

Various Countries In Africa

- As Intelligence Advisor, developed an in-depth international training program and served as lead instructor for a Joint Intelligence Military/Diplomatic International Cooperative Effort conducted in six West African countries in coordination with U.S. Naval Intelligence and local military personnel. - Provided instructional briefings to over 350 African military personnel on various subjects to include leadership principles, management techniques, and specialized security procedures. Spearheaded humanitarian assistance efforts in Liberia, coordinating with various Non-Governmental Organizations to provide over 140 indigenous schools and medical facilities with critical equipment and supplies.- As the Anti-Terrorism/Force Protection Officer, developed and implemented country-specific Anti-Terrorism/Force Protection plans for the operations within each participating nation in coordination with all involved U.S. and foreign security organizations. Provided personal assessment and recommendations to the Marine Commanding Officer and the commander of the U.S.S. Nashville on current force protection concerns.- Ongoing operational responsibilities included reviewing and revising the operational budget requirements in light of actual expenditures, unexpected circumstances, and changing mission directives.

Tyler, Texas, United States

Provided full-scope support to cadre of 12 on-premise advisors, including processing of basic client financial transactions, management and re-design of CRM software and client campaign initiatives, and relationship management via face to face and telephone client interaction.

Responsible for installation, configuration, operation, and maintenance of networking systems. This includes installing and configuring hubs, routers, bridges, and various transmission media, installing and configuring server hardware and software, and coordinating with the information systems specialist to ensure the proper installation and configuration of workstation hardware and software to ensure efficient operation on the network. Installed, optimized and troubleshot Local Area and Wide Area Networks and operated Tactical Data Network (TDN) servers.

Tyler, Texas, United States

Athens, Texas, United States

Served customers by completing account transactions. Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sold cashier's checks, traveler's checks, and series e bonds.

Master Of Business Administration (M.B.A.) And Master Of Science (M.S.), Finance: Financial Management, Investment Management, And Real Estate Finance, 3.6

Dual MBA/MS Finance degrees. Graduate Coursework includes: Strategic, Financial, Marketing and Operations Management, Advanced Financial.

Bachelor Of Business Administration - Bba, Finance