Nate Burstin

Portfolio Manager @Merit Financial Advisors

Boca Raton, FL, US
MOBILE NUMBERS
+19•••••••19

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WORK HISTORY

Jan 2022 — Present

Portfolio Manager @Merit Financial Advisors

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Boca Raton, FL, US

EDUCATION

1997 — 2001

Newark Academy

High School Diploma

N/A

Trinity College-Hartford

Bachelor of Arts - BA

SKILLS

PhilanthropyBusiness DevelopmentVolunteeringSales ForceRevenue GenerationFinancial ServicesCoaching & MentoringSeries 63Investment ManagementFinancial ModelingOptionsMuni CenterSalesforceBloombergStrategic PlanningSecuritiesCorporate Charitable GivingFinanceElectronic TradingBondsProfitability AnalysisFx OptionsFixed IncomePricingNon-Profit VolunteeringFinancial MarketsTradingInvestment BankingMicrosoft PowerpointAsset ManagementMarket AnalysisMicrosoft OfficeCross-Functional CommunicationMicrosoft WordDerivativesFinancial AnalysisClient RelationsOperationsHedge FundsPortfolio Assessment

ABOUT NATE BURSTIN

Accomplished finance executive with progressive experience defining and driving market…

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