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Nathan C. | Elance
 
176985602337900
Last Sign-in: Oct 18, 2014

Nathan C.

   United States
  |   Fort Mill, SC
  |  4:05 pm Local Time

Overview

Experienced financial services industry professional, licensed Principal (FINRA Series 24), and MBA with a particular focus in brokerage operations and compliance. Areas of expertise include project management, brokerage compliance, complex problem resolution, back and middle office operations, and customer service. Proficient in a wide variety of software including but not limited to MS Word, Excel, PowerPoint, Access, BETA, ADP, Bloomberg, NaviPlan, and various other financial systems.   Thorough understanding of financial instruments...

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Skills (5)

Tested
FINRA Series 7
FINRA Series 66
FINRA Series 24
NaviPlan
Advanced Excel

Employment

Self
Insurance Broker
2012 - Present

Education

California State University, Sacramento
MBA Finance
-
Overview  |  Job History  |  Resume/C.V.

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  • 12 months
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Identity
Username
nclark89
Type
Individual
Member Since
December 2012
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Nathan C. | Elance

Nathan C.