Assistant Vice President
Current
Jun 2024 - Present
AeroLeads people directory · profile
Nathan Leopard Email & Phone Number
Registered Client Service Associate, Truist Investment Services, Inc., Truist Wealth
at
Truist Wealth
1 work email found
@ymca.net
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Client Service Associate, Truist Investment Services, Inc., Truist Wealth
Location
Casselberry, Florida, United States
Who is Nathan Leopard? Overview
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Quick answer
Nathan Leopard is listed as Registered Client Service Associate, Truist Investment Services, Inc., Truist Wealth at Truist Wealth, based in Casselberry, Florida, United States. AeroLeads shows a work email signal at ymca.net and a matched LinkedIn profile for Nathan Leopard.
Nathan Leopard previously worked as Assistant Vice President at Truist Wealth and Registered Client Service Associate, Truist Investment Services, Inc. at Truist Wealth. Nathan Leopard holds Certificate, Data Analytics And Visualization from University Of Central Florida.
Company email context
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{first}.{last}@ymca.net
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AeroLeads found 1 current-domain work email signal for Nathan Leopard. Compare company email patterns before reaching out.
Profile bio
About Nathan Leopard
Nathan Leopard is a Registered Client Service Associate, Truist Investment Services, Inc., Truist Wealth at Truist Wealth. He possess expertise in teaching, nonprofits.
Listed skills include Teaching and Nonprofits.
Current workplace
Nathan Leopard's current company
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8 roles
Nathan Leopard work experience
A career timeline built from the work history available for this profile.
Registered Client Service Associate, Truist Investment Services, Inc.
CurrentDue to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or.
Feb 2023 - Present
Officer
Sep 2023 - Jun 2024
Financial Services Representative
Jul 2022 - Feb 2023
Database Manager
○ Managed the flow of products from vendors to web-ready status, oversaw item set-up in thecompany’s CRM system, imaging, editing, and content acquisition.○ Managed the daily operations of the company’s websites such as inventory updates, discountcreation, and data exports.○ Maintained and reorganized the company’s product database.
Mar 2021 - Jul 2022
Donation Depositor
Assisting in the donation process by sorting and batching donations. Ensuring daily deposits of $2M were properly sent to corporate banking accounts. Reconciling wire transfers from donors nationwide through corporate database. Performing duties involving batch control, form ID, cashiering and verification and encoding of batches.
May 2018 - Mar 2021
Bible Teacher
Planning and executing lessons for Old Testament, New Testament, Church History, and Hermeneutics classes. Managing a classroom, assisting students, and communicating with parents.
Aug 2016 - May 2018
Donation Depositor
Assisting in the donation process by sorting and batching donations. Ensuring daily deposits of $2M were properly sent to corporate banking accounts. Reconciling wire transfers from donors nationwide through corporate database. Performing duties involving batch control, form ID, cashiering and verification and encoding of batches.
Jul 2014 - Aug 2016
3 education records
Nathan Leopard education
Certificate, Data Analytics And Visualization
University Of Central Florida
Master Of Arts - Ma, Biblical Studies
Reformed Theological Seminary
Bachelor Of Arts (B.A.), Religion/Religious Studies
University Of West Florida
FAQ
Frequently asked questions about Nathan Leopard
Quick answers generated from the profile data available on this page.
What company does Nathan Leopard work for?
Nathan Leopard works for Truist Wealth.
What is Nathan Leopard's role at Truist Wealth?
Nathan Leopard is listed as Registered Client Service Associate, Truist Investment Services, Inc., Truist Wealth at Truist Wealth.
What is Nathan Leopard's email address?
AeroLeads has found 1 work email signal at @ymca.net for Nathan Leopard at Truist Wealth.
Where is Nathan Leopard based?
Nathan Leopard is based in Casselberry, Florida, United States while working with Truist Wealth.
What companies has Nathan Leopard worked for?
Nathan Leopard has worked for Truist Wealth, Charles Schwab, World Of Decor, Cru, and Covenant Christian School.
How can I contact Nathan Leopard?
You can use AeroLeads to view verified contact signals for Nathan Leopard at Truist Wealth, including work email, phone, and LinkedIn data when available.
What schools did Nathan Leopard attend?
Nathan Leopard holds Certificate, Data Analytics And Visualization from University Of Central Florida.
What skills is Nathan Leopard known for?
Nathan Leopard is listed with skills including Teaching and Nonprofits.
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