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Nate B. Email & Phone Number

Socio Fundador at Plan Wealth Management
Location: Naucalpan De Juárez, México, Mexico 8 work roles 2 schools
1 work email found @planwm.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email n****@planwm.com
LinkedIn Profile matched
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Current company
Role
Socio Fundador
Location
Naucalpan De Juárez, México, Mexico
Company size

Who is Nate B.? Overview

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Quick answer

Nate B. is listed as Socio Fundador at Plan Wealth Management, a company with 61 employees, based in Naucalpan De Juárez, México, Mexico. AeroLeads shows a work email signal at planwm.com and a matched LinkedIn profile for Nate B..

Nate B. previously worked as Founding Partner at Plan Wealth Mgmt and Senior Consultant at International Advisor. Nate B. holds Bachelor Of Arts - Ba, Creative Writing, 1St from The University Of Bolton.

Company email context

Email format at Plan Wealth Management

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*@planwm.com
71% confidence

AeroLeads found 1 current-domain work email signal for Nate B.. Compare company email patterns before reaching out.

Profile bio

About Nate B.

Founding member of the Plan Wealth Management team in Mexico which was created in 2016 to build a scalable business that supports individuals prepare for their future. Nathan has national responsibility for strategy and execution, developing target markets, managing transaction teams and aligning financial institutions and businesses to deliver effective partnerships and solutions that expand access to financial services throughout the country.His work around social responsibility to avoid risks such as pension crises has helped many individuals and families attain or work towards financial independence and provide for their families now and long into the future.He holds a BA 1st degree from Bolton University in Creative Writing and was involved in independent films during his student years starring in short films and attending those films at film festivals around the UK.Nathan Byrnen.byrne@planwm.comwww.planwm.com

Current workplace

Nate B.'s current company

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Plan Wealth Management
Plan Wealth Management
Socio Fundador
Querétaro, Mexico
Website
Employees
61
AeroLeads page
8 roles · 27 years

Nate B. work experience

A career timeline built from the work history available for this profile.

Personal Protection Financial Adviser

Leeds, England, United Kingdom

Multi-award winning company that puts client´s needs first

Feb 2006 - Jul 2008

Endowment Mortgage Investigator

Keypoint Claims

Leeds, England, United Kingdom

Responsible for investigating client´s circumstances had they taken a capital and interest mortgage instead of an endowment mortgage and rewarding them the financial difference as compensation

Apr 2005 - Feb 2006

Volunteer

Santa Rosa, Puente Piedra, Lima, Peru

English Classes given to the local community

Aug 2004 - Mar 2005

Advisor

1999 - 2001 ~2 yrs
Team & coworkers

Colleagues at Plan Wealth Management

Other employees you can reach at planwm.com. View company contacts for 61 employees →

2 education records

Nate B. education

Bachelor Of Arts - Ba, Creative Writing, 1St

Activities and Societies: Skiing and Snowboarding President Hockey Captain

Education record

St Walburga'S
FAQ

Frequently asked questions about Nate B.

Quick answers generated from the profile data available on this page.

What company does Nate B. work for?

Nate B. works for Plan Wealth Management.

What is Nate B.'s role at Plan Wealth Management?

Nate B. is listed as Socio Fundador at Plan Wealth Management.

What is Nate B.'s email address?

AeroLeads has found 1 work email signal at @planwm.com for Nate B. at Plan Wealth Management.

Where is Nate B. based?

Nate B. is based in Naucalpan De Juárez, México, Mexico while working with Plan Wealth Management.

What companies has Nate B. worked for?

Nate B. has worked for Plan Wealth Management, Plan Wealth Mgmt, International Advisor, Devere And Partners, and Lifesearch.

Who are Nate B.'s colleagues at Plan Wealth Management?

Nate B.'s colleagues at Plan Wealth Management include Bibiana Gamba, Daniela Garcia, Frank Navarro, Moira Patricia Flynn, and Teodoro Romero.

How can I contact Nate B.?

You can use AeroLeads to view verified contact signals for Nate B. at Plan Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Nate B. attend?

Nate B. holds Bachelor Of Arts - Ba, Creative Writing, 1St from The University Of Bolton.

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