Nate Wall work email
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Nate Wall personal email
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Throughout my career, I've worked with clients and individuals to break down industry barriers to provide honest, unbiased information about the products and services being offered. My experience at large and mid-sized brokerage firms, along with starting up a firm with my business partner (Dan Maass) has given me unique insight into a vast array of products and plan designs that few advisors have in the Employee Benefits industry. By utilizing my knowledge and experience I have gained over the past 24 years in the industry, I am able to provide a level of specialized service appreciated by employers, participants, and vendors.I have a Bachelor of Arts in Economics from San Jose State University and I'm licensed as a California State Life Agent. I am a Registered Investment Advisor with Resources Investment Advisors.
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Senior Managing PrincipalOnedigital Jan 2024 - PresentAtlanta, Ga, Us -
Principal, Regional Vp Of GrowthOnedigital Jun 2021 - Jan 2024Atlanta, Ga, Us
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PrincipalOnedigital May 2018 - Oct 2021Atlanta, Ga, Us
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OwnerI2I Financial, Llc Jan 2012 - Jan 2020
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Partner Of I2I BenefitsI2I Benefits And Insurance Services, Llc Jan 2012 - May 2018Redwood City, Ca, Usi2i Benefits offers employers a paradigm shift in the world of employee benefit and retirement plan consulting.We provide employers with an unbiased comprehensive market review of traditional and unique plan options with complete transparency on total commissions and fees. We want our clients to see all the costs contributing to their total premium and account fees. We work as an extension of your team. With a level of service that is easily accessible and proactive, we make it easy for you and your employees to understand an industry full of complex terms, regulations, and compliance practices.Nate Wall provides investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. i2i benefits and Global Retirement Partners, LLC are separate non-affiliated entities.Third party posts found on this profile do not reflect the views of Global Retirement Partners, LLC and have not been reviewed by Global Retirement Partners, LLC as to accuracy or completeness.I am registered to discuss and/or transact securities business with residents of California, Oregon, and Washington. -
401K ConsultantThe Vita Companies Jun 2003 - Jan 2012Mountain View, Ca, Us -
401(K) Account DirectorAbd Insurance And Financial Services Oct 1996 - Jun 2003
Nate Wall Skills
Nate Wall Education Details
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San José State UniversityEconomics -
Woodside High School
Frequently Asked Questions about Nate Wall
What company does Nate Wall work for?
Nate Wall works for Onedigital
What is Nate Wall's role at the current company?
Nate Wall's current role is Senior Managing Principal at OneDigital.
What is Nate Wall's email address?
Nate Wall's email address is na****@****its.com
What is Nate Wall's direct phone number?
Nate Wall's direct phone number is +165078*****
What schools did Nate Wall attend?
Nate Wall attended San José State University, Woodside High School.
What are some of Nate Wall's interests?
Nate Wall has interest in Poverty Alleviation.
What skills is Nate Wall known for?
Nate Wall has skills like Employee Benefits, Insurance, Management, Human Resources, Mergers And Acquisitions, Training, Employee Relations, Finance, Customer Service, Consulting, Leadership.
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