Geoff Nance
Co-Founder/Principal at Gateway Partners LLC
- Role
- Co-founder Principal at Gateway Partners Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Geoff Nance
Distribution is simple. But it isn’t easy. Most asset management firms don’t…
Experience
Co-founder Principal
Oct 2021 — Present · Charlotte, NC, US
Gateway Partners LLC are distribution partners for FinTech solutions and consultants on sales strategy and execution. With over 60 years of combined experience, we work to implement next generation digital engagement strategies and sales processes. Our prospects and clients include broker/dealers, asset management and distribution firms, banks, private equity and private credit firms and consultants, healthcare providers and professional service organizations.
Education
University of North Carolina at Chapel Hill
Bachelor of Science - Business Administration
Skills
- 401k
- Mutual Funds
- Asset Allocation
- Alternative Investments
- Retirement
- Retirement Planning
- Securities Regulation
- Securities
- Series 7
- Investments
- Accredited Investment Fiduciary (Aif)
- Wealth Management
- Financial Services
- Series 63
- Marketing
- Series 6
- Series 24
- Fixed Annuities
- Financial Advisory
- Trading
- Asset Management
- Investment Advisory
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