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Nathan Egan is listed as Financial Advisor and Director Transitioning to Project Management | Seeking Entry-Level Opportunities based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Nathan Egan.
Nathan Egan previously worked as Director of Planning and Investments at Northwestern Mutual and College Unit Coordinator at Northwestern Mutual. Nathan Egan holds Bachelor Of Business Administration - Bba, Management from San Diego State University.
Dynamic professional with a background in financial advisory and strategic planning, now transitioning into a career in Project Management.Skilled in analyzing complex financial data, building relationships, developing unique investment strategies, and working with teams to achieve goals. Eager to leverage my transferable skills and embark on a new journey in project management. Seeking entry-level opportunities to apply my expertise and grow in this exciting field.
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San Diego, California, United States
- Managed invested client assets exceeding $20,000,000.- Onboarded clients by opening accounts and creating strategic investment plans.- Utilized proprietary software to create unique financial plans for each client that were relevant to their financial position and goals in relation to risk management, wealth management, education planning, estate.
San Diego, California, United States
- Oversaw the development of the college interns by holding weekly mentoring meetings and development sessions.- Educate each intern on the intricacies and nuances of financial planning in real time by working with clients and creating their financial plans together.
San Diego, California, United States
- Met with clients to improve their financial lives by applying a multitude of financial planning principles and philosophies including retirement planning, risk management, tax mitigation, and investing strategies.- Created a unique financial plan for each client using financial knowledge and proprietary software that incorporates insurance and.
San Diego, California, United States
- Educated students on wakeboarding and aquatic safety, applying variety of instructional techniques including hands-on instruction and explaining unfamiliar ideas to new clients.- Responsibly maneuvered vessels in close quarters while ensuring the safety of riders.
Susanville, California, United States
- Performed repairs and preventive maintenance on equipment and property.- Adjusted levels of hay sales based on changing factors such as weather conditions to ensure an adequate amount of feed for the winters.- Maximized operational profits by closely inspecting crops, assessing quality and identifying & solving problems such as disease or insects.
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Nathan Egan is listed as Financial Advisor and Director Transitioning to Project Management | Seeking Entry-Level Opportunities.
Nathan Egan is based in San Diego, California, United States.
Nathan Egan has worked for Northwestern Mutual, Mission Bay Aquatic Center, and Egan Ranch.
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Nathan Egan holds Bachelor Of Business Administration - Bba, Management from San Diego State University.
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