Nathan Higbie
Bradford
Summary
Financial advisor with expertise in investment strategies and a strong focus on client service. Skilled in developing sustainable relationships built on trust while providing tailored financial advice. Enhances client understanding of market trends and risk management to drive informed decision-making.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Hodgin, Chapman & Associates
Bradford
11.2025 - Current
- Advised clients on investment strategies and market trends.
- Educated clients on risk management and retirement planning options.
- Managed client relationships to ensure ongoing satisfaction and engagement.
- Researched financial products to provide informed recommendations.
Client Service Specialist
Hodgin, Chapman & Associates
Bradford
12.2022 - 11.2025
- Managed client inquiries and provided timely responses to ensure satisfaction.
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Maintained accurate records of client interactions and service requests.
- Organized resources such as webinars or online events aimed at educating customers on how best to utilize services offered by the company.
Kitchen Staff Member
Tasta Pizza
Bradford
10.2020 - 12.2022
- Served customers and resolved food and service issues to enhance dining experience
- Managed kitchen operations, including inventory, ordering, preparation, cooking, and delivery to ensure smooth workflow
Night Manager
Foxes Pizza
06.2020 - 10.2020
- Managed employees and restaurant operations
- Reconciled daily sales, balanced, and deposited cash
Education
Bachelor of Business Administration - Business Marketing concentration
University of Pittsburgh At Bradford
Bradford, PA06-2022
Skills
- Investment Strategies
- Retirement Income Strategies
- Estate planning
- Financial advising
- Client relationship management
- Market analysis
- Team collaboration
- Asset allocation
References
Available upon request
Certification
- APMA- Accredited Portfolio Management Advisor
- Finra Series 7
- Finra Series 66
- Finra Securities Industry Essentials
- PA Life, Accident & Health Insurance
Timeline
Financial Advisor
Hodgin, Chapman & Associates
11.2025 - Current
Client Service Specialist
Hodgin, Chapman & Associates
12.2022 - 11.2025
Kitchen Staff Member
Tasta Pizza
10.2020 - 12.2022
Night Manager
Foxes Pizza
06.2020 - 10.2020
Bachelor of Business Administration - Business Marketing concentration
University of Pittsburgh At Bradford