Elliott Waterman

About Elliott Waterman

Born and raised in Martinez, CA, I am a licensed Financial Advisor on a mission to empower and help you get closer to your dreams while accompanying them as we uncover your financial strength. By prioritizing goal-setting, I strive to create a safe, comfortable space where collaborative efforts are made to build a solid financial plan. With the licenses I\'ve obtained – including FINRA\'s Series 6 and Series 63, and years of experience in the financial industry, I have built an advisory practice specializing in preparation. I graduated Cum Laude from the University of San Francisco, where I played baseball for the University of San Francisco Dons and was drafted by the Washington Nationals in the 13th round of the MLB Draft. Following my career with the Washington Nationals organization, I returned to USF as Director of Operations for their Baseball Team. I began my career with Northwestern Mutual in 2019. I recently became a Growth and Development Director in our San Francisco Office, where I have the opportunity to help grow and mentor new financial representatives.

Experience

1. Financial Advisor

   Northwestern Mutual

   Jan 2019 — Present · San Francisco, CA, US

Education

• University of San Francisco

  Bachelor of Science - BS, Business Administration

  2015

Skills

• Public Speaking
• Microsoft Office
• Leadership
• Social Media
• Powerpoint
• Microsoft Excel
• Sports
• Social Networking
• Microsoft Word