Nathan Ibarra resumes & CV records
Resumes

Orchard Park High School
Location:
New York, NY
Industry:
Financial Services
Work:
Wells Fargo Advisors
Financial Advisor Hsbc Dec 2016 - Mar 2019
Vice President - Premier Financial Advisor Smarttrust 2015 - 2016
Regional Vice President - External Wholesaler Proxy Mosaic Llc Jul 2013 - Jan 2015
Vice President - Head of Sales - Cofounder Christian Brothers Investment Services 2011 - Jun 2013
Manager - Institutional Development - East Coast Standard & Poor's 2010 - Jun 2011
Independent Consultant - Investment Advisory Group First Trust 2006 - 2009
Regional Vice President - External Wholesaler - Nyc, Upstate Ny Claymore Securities 2004 - 2006
Regional Vice President - External Wholesaler - Upstate Ny Ubs 2002 - 2003
Financial Advisor 2002 - 2003
Orchard Park High School
Financial Advisor Hsbc Dec 2016 - Mar 2019
Vice President - Premier Financial Advisor Smarttrust 2015 - 2016
Regional Vice President - External Wholesaler Proxy Mosaic Llc Jul 2013 - Jan 2015
Vice President - Head of Sales - Cofounder Christian Brothers Investment Services 2011 - Jun 2013
Manager - Institutional Development - East Coast Standard & Poor's 2010 - Jun 2011
Independent Consultant - Investment Advisory Group First Trust 2006 - 2009
Regional Vice President - External Wholesaler - Nyc, Upstate Ny Claymore Securities 2004 - 2006
Regional Vice President - External Wholesaler - Upstate Ny Ubs 2002 - 2003
Financial Advisor 2002 - 2003
Orchard Park High School
Education:
Canisius College 1996 - 2000
Bachelors, Bachelor of Science, Finance Orchard Park High School
Canisius College;Bs, Finance;1996 – 2000;
Bachelors, Bachelor of Science, Finance
Bachelors, Bachelor of Science, Finance Orchard Park High School
Canisius College;Bs, Finance;1996 – 2000;
Bachelors, Bachelor of Science, Finance
Skills:
Mutual Funds, Investments, Asset Allocation, Asset Management, Financial Services, Investment Advisory, Equities, Investment Management, Fixed Income, Financial Advisory, Investment Strategies, Public Speaking, Etfs, Sales Management, Asset Managment, Strategic Partnerships, Team Leadership, Sales, Series 7, Securities, Alternative Investments, Hedge Funds, Financial Markets, Series 63, New Business Development, Leadership, Microsoft Office, Wealth Management, Funding, Strategy, Conferences, Retirement Planning, Risk Management
Certifications:
Series 7
Series 66
Series 63
Series 65
Financial Industry Regulatory Authority (Finra)
Series 66
Series 63
Series 65
Financial Industry Regulatory Authority (Finra)

Loss Prevention Associate
Work:
Loss Prevention Associate