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Nathan Rosell Email & Phone Number

CFP® | Owner | Retirement Planner at The Norden Group
Location: Provo, Utah, United States 9 work roles 2 schools
1 work email found @townsquarecapital.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@townsquarecapital.com
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Current company
The Norden Group
Role
CFP® | Owner | Retirement Planner
Location
Provo, Utah, United States
Company size
10 employees

Who is Nathan Rosell? Overview

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Quick answer

Nathan Rosell is listed as CFP® | Owner | Retirement Planner at The Norden Group, a company with 10 employees, based in Provo, Utah, United States. AeroLeads shows a work email signal at townsquarecapital.com and a matched LinkedIn profile for Nathan Rosell.

Nathan Rosell previously worked as Financial Planner at The Norden Group and Owner at Visiontree Financial Advisors. Nathan Rosell holds Business Management, Finance And Marketing from Utah Valley University.

Company email context

Email format at The Norden Group

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{first}.{last}@townsquarecapital.com
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AeroLeads found 1 current-domain work email signal for Nathan Rosell. Compare company email patterns before reaching out.

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Profile bio

About Nathan Rosell

I am an advisor at VisionTree Financial Advisors. At VisionTree, we specialize in helping families and small businesses create and preserve wealth through a number of unique strategies. Often, we also work with these groups to create comprehensive financial plans that will help them navigate the confusing and often overwhelming myriad of financial decisions they must make throughout their lives.As an individual advisor within the firm, I especially enjoy working with young families that are beginning the process of building wealth. Learning the correct wealth-building principles as young professionals will vastly impact the lifestyle they can and will live in the future—as well as amplify the level at which they can help others. Seeing that actualize is one of the most fulfilling experiences I could ask for.

Listed skills include Early Childhood Education, Special Education, Applied Behavior Analysis, Autism Spectrum Disorders, and 8 others.

Current workplace

Nathan Rosell's current company

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The Norden Group
The Norden Group
CFP® | Owner | Retirement Planner
provo, utah, united states
Website
thenordengroup.com
Employees
10
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Company profile
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9 roles

Nathan Rosell work experience

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

Financial Planner

Current
The Norden Group

Provo, Utah, United States

Investment Advisory Services offered through The Norden Group, LLC., an SEC registered investment advisor.

Jan 2024 - Present

Owner

Current
Visiontree Financial Advisors

Provo, Utah, United States

RIA Is The Norden GroupInvestment Advisory Services offered through The Norden Group, LLC., an SEC registered investment advisor.

Oct 2017 - Present

Investment Advisor Representative

Portside Wealth Group

Provo, Utah, United States

Investment Advisory Representative of, and Investment Advisory Services through, Portside Wealth Group, LLC, an SEC Registered Investment Advisor. Portside Wealth Group, LLC, and its representatives do not provide tax or legal advice and only transacts business in states where it is properly registered or is excluded or exempted from registration.

Apr 2023 - Dec 2023

Investment Advisor Representative

Townsquare Capital

Provo, Utah, United States

Nathan Rosell is an Investment Advisory Representative of, and Investment Advisory Services through, TownSquare Capital, LLC an SEC Registered Investment Advisor. Nathan Rosell is an Investment Advisory Representative of, and Investment Advisory Services through, Portside Wealth Group, LLC an SEC Registered Investment Advisor. TownSquare Capital, LLC.

Mar 2018 - Jun 2023

Financial Professional

The Cambridge Financial Center
May 2016 - Oct 2017

Aba Tutor

Kids On The Move

Provo, Utah Area

> Conducted behavioral therapy sessions with children with autism. > Record intensive data input on each child's progress maintaining at least 95% accuracy. > Communicated each child's development and progress with parents.> Maintained constant communication with supervisors to provide the best experience for both the children and their parents.

Mar 2013 - Sep 2015

Sales Associate

Staples

Orem

> Selected as one of three employees to aid in an entire store transfer. In charge of keeping track of valuable merchandise during the transfer. > Learned important customer service skills.> Assigned shift inventory maintenance throughout entire time of employment.

Jul 2012 - May 2013

Child Care Leader

Brea Olinda Unified School District

Brea, CA

> Developed lesson plans and directly cared for a group of 15-20 children on a daily basis.

Jul 2011 - Jun 2012

Pet Care Associate, Stocker, Cashier

Petsmart

Brea

> Provided direct care for all pets in the store my ensuring that they were healthy and happy.> Provided superb customer service through aiding customers in finding the perfect pet for them.> Gained extensive knowledge through stocking shelves in all departments.> Learned essential cash handling skills.

May 2008 - May 2009
Team & coworkers

Colleagues at The Norden Group

Other employees you can reach at thenordengroup.com. View company contacts for 10 employees →

BS Brad Sorensen Brad Sorensen Colleague at The Norden Group Vineyard, Utah, United States, United States View → CY Colter Yde Colter Yde Colleague at The Norden Group Idaho Falls, Idaho, United States, United States View → CH Cody Hutchinson Cody Hutchinson Colleague at The Norden Group St George, Utah, United States, United States View → AG Ahlin Griffith Ahlin Griffith Colleague at The Norden Group Salt Lake City Metropolitan Area, United States View → BB Baylee Bateman Baylee Bateman Colleague at The Norden Group United States, United States View → JM Jason M. Perkins Jason M. Perkins Colleague at The Norden Group United States, United States View → SM Seth Merrill Cfp® Seth Merrill Cfp® Colleague at The Norden Group Provo, Utah, United States, United States View → TW Tyson Wakley Tyson Wakley Colleague at The Norden Group Orem, Utah, United States, United States View → SJ Shane Jensen, Chfc® Shane Jensen, Chfc® Colleague at The Norden Group St George, Utah, United States, United States View → AA Alec Abbott Alec Abbott Colleague at The Norden Group Newport Beach, California, United States, United States View →
2 education records

Nathan Rosell education

Business Management, Finance And Marketing

Utah Valley University

I am working toward a Degree in Business Management with minors in finance and marketing.

FAQ

Frequently asked questions about Nathan Rosell

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

What company does Nathan Rosell work for?

Nathan Rosell works for The Norden Group.

What is Nathan Rosell's role at The Norden Group?

Nathan Rosell is listed as CFP® | Owner | Retirement Planner at The Norden Group.

What is Nathan Rosell's email address?

AeroLeads has found 1 work email signal at @townsquarecapital.com for Nathan Rosell at The Norden Group.

Where is Nathan Rosell based?

Nathan Rosell is based in Provo, Utah, United States while working with The Norden Group.

What companies has Nathan Rosell worked for?

Nathan Rosell has worked for The Norden Group, Visiontree Financial Advisors, Portside Wealth Group, Townsquare Capital, and The Cambridge Financial Center.

Who are Nathan Rosell's colleagues at The Norden Group?

Nathan Rosell's colleagues at The Norden Group include Brad Sorensen, Colter Yde, Cody Hutchinson, Ahlin Griffith, and Baylee Bateman.

How can I contact Nathan Rosell?

You can use AeroLeads to view verified contact signals for Nathan Rosell at The Norden Group, including work email, phone, and LinkedIn data when available.

What schools did Nathan Rosell attend?

Nathan Rosell holds Business Management, Finance And Marketing from Utah Valley University.

What skills is Nathan Rosell known for?

Nathan Rosell is listed with skills including Early Childhood Education, Special Education, Applied Behavior Analysis, Autism Spectrum Disorders, Child Development, Nonprofits, Early Intervention, and Parent Education.

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