Summary
Overview
Work History
Education
Skills
Timeline
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Nathan Mentzer

Des Moines,IA

Summary

Financial professional seeking a hybrid wholesaler opportunity to build relationships within an assigned territory and make a positive contribution to the overall growth within the distribution channel.

Overview

5
5
years of professional experience

Work History

Internal Sales Consultant

Transamerica Life Insurance Company
09.2023 - Current

Provide sales solutions, product guidance, sales tools and application support to agents nationwide under a specific distribution channel. Led all internal sales consultants in total inbound call support during 2024.

Assurance Associate

RSM US, LLP
10.2022 - 06.2023

Worked on cash, fixed assets, accounts payable, debt, income statement, control understandings, accrued expenses, accounts receivable and equity. Broad experience with clients in manufacturing, healthcare, technology, real estate, private equity and retail.

Club Shop Staff

Beaver Hills Country Club
05.2021 - 09.2021

Worked in the club shop interacting with members on a daily basis and participating in various club related projects. Responsibilities included teaching youth golf lessons and assisting in the Iowa High School State Golf Championship.

Accounting Intern

RSM US, LLP
01.2021 - 05.2021

Assisted in auditing clients in manufacturing, retail and technology.

Internal Audit Intern

Donaldson Company, Inc.
06.2020 - 08.2020

Responsibilities include gathering support for audits, officer travel and entertainment audit, SOX inventory cycle count audit, SOX automated expense controls audit and special projects.

Education

Bachelor of Arts - Accounting

University of Northern Iowa
Cedar Falls, IA
05.2022

Skills

    Culture and relationship building

    Collaborative focused

    Learning and growth mindset

    Process and goal oriented

    Life insurance knowledge

    Microsoft office suite proficiency

Timeline

Internal Sales Consultant

Transamerica Life Insurance Company
09.2023 - Current

Assurance Associate

RSM US, LLP
10.2022 - 06.2023

Club Shop Staff

Beaver Hills Country Club
05.2021 - 09.2021

Accounting Intern

RSM US, LLP
01.2021 - 05.2021

Internal Audit Intern

Donaldson Company, Inc.
06.2020 - 08.2020

Bachelor of Arts - Accounting

University of Northern Iowa
Nathan Mentzer