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Nate B.
Wealth Advisor @Metaxchange
Queretaro, MX
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2024 — Present
Wealth Advisor @Metaxchange
EDUCATION
N/A
The Chartered Institute for Securities & Investment (The CISI)
Level 3 Certificate in Wealth and Investment Management , Investments and Securities
2001 — 2004
The University of Bolton
Bachelor of Arts - BA, Creative Writing
SKILLS
Executive ManagementBusiness PlanningFinancial ServicesPrivate EquityPortfolio ManagementFinancial AdvisoryStart-UpsFinancial ModelingRestructuringFinancial AnalysisStrategic Financial PlanningBusiness AnalysisFinancial MarketsInvestment BankingBusiness DevelopmentWealth ManagementDue DiligenceChange ManagementFinanceLeadershipBusiness Process ImprovementBankingRisk ManagementStrategyNew Business DevelopmentInvestmentsAsset ManagementStrategic PlanningNegotiationMergers & AcquisitionsEntrepreneurshipManagement ConsultingValuationCorporate FinanceFinancial PlanningBusiness Strategy
ABOUT NATE B.
Founding member of the Plan Wealth Management team in Mexico which was created in 2016 to…
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