Nathan Bohn Email & Phone Number

Pittsburgh, Pennsylvania

• Provides professional relationship management support to an assigned group of investment managers or clients by ensuring the completion of all transaction processing• Ensuring that daily customer service needs are met with investment managers• Responsible for the execution of standing instructions as directed by investment managers or clients• Investing/divesting of cash balances, monitoring overdrafts and idle U.S. and non-U.S. balances and fail resolution

Greater Pittsburgh Area

• Reconciling investments for The Federal Reserve Bank and The Depository Trust Company• Responsible for correction processing and data research to ensure accuracy of spreadsheets• Use and create daily Microsoft Excel spreadsheets that the broker company will use• Make sure daily reports are accurate and sent out before deadline everyday

• Recruit clients, sell products and promote business• Maintain equipment inventory and order supplies• Gather order forms and pose individuals for photographs

Wexford, Pennsylvania

• Call union members to distribute the no cost benefits to which they are entitled• Educate members how life insurance works• Help protect members and their families who qualify for life insurance • Protect members families children with no cost Child Safe Kits

California University Of Pa

• Assist the campus community with business and marketing plan development• Collect and organize information for the entrepreneurial resource center• Counsel college-level students on new business creation• Research alternate funding sources, to include state, federal, and foundational grants

• Wired new housing units • Drilled holes for plumbing and electric service wires• Maintained inventory on a daily basis and order supplies

• Interacted with customers on a daily basis• Maintained, fulfilled special produce orders and set up displays