Bradley Nathan
Do you have a Banker . . . or just a bank?™
- Role
- Private Banking Officer at Central Bank
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Bradley Nathan
With over 30 years of banking and financial industry experience - including as a business…
Experience
Private Banking Officer
Dec 2020 — Present
I typically work with established business owners who are generating $1M+ in gross annual revenue, who need a financial professional who is creative, responsive, and experienced. As a Private Banker, I really serve as a concierge to my clients, helping them with solutions. Sometimes those solutions are through Central Bank, other times those solutions are through my extensive network of professional contacts.
Education
Metropolitan State University of Denver
Financial Planning Program for the CFP®
2007 — 2010
Regis University
Bachelor of Science, Business Administration
1996 — 2003
Skills
- Credit Analysis
- Insurance
- Credit
- Management
- Team Building
- Disability Insurance
- Commercial Insurance
- Leadership
- Sales
- Financial Analysis
- Asset Protection
- Customer Service
- Financial Services
- Life Insurance
- Multi-Generational Wealth Transfer
- Succession Planning
- Annuity Sales
- Long-Term Care
- Long Term Care
- Underwriting
- Non-Profit Leadership
- Banking
- Marketing
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