Nate Engstrom
Seattle
Summary
Dynamic Wealth Management Associate with a proven track record in identifying business opportunities and optimizing high-net-worth client portfolios. Skilled in client communication, financial planning, and portfolio management. I excel in delivering tailored financial solutions while providing exceptional service, consistently exceeding client expectations. Strong understanding of regulatory requirements and risk mitigation in financial services.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
USBI
04.2019 - Current
- Identified new business opportunities by networking and building strong relationships with potential clients.
- Demonstrated a keen understanding of diverse financial instruments and investment products, enabling tailored advice for clients with unique needs.
- Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
- Implemented comprehensive financial plans for high-net-worth clients to optimize their portfolios.
- Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
Education
Bachelor of Arts - Economics, Spanish
Vanderbilt University
Nashville, TN12-2012
Skills
- Microsoft office
- Customer due diligence
- Know your customer
- Cash flow management
- Compliance management
- Retirement planning
- Financial software
- Asset allocation
Certification
Licenses: Series 6, 63, 65, 7, and SIE
Languages
English
Native or Bilingual
Spanish
Professional Working
Interests
- Avid Reader
- Enjoy lifting weights and playing golf and basketball for overall physical and mental well-being
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- I enjoy cooking for friends and family gatherings
Timeline
Wealth Management Associate
USBI
04.2019 - Current
Bachelor of Arts - Economics, Spanish
Vanderbilt University
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