Nate Socrates
Advice @ Schwab
- Role
- Manager - Wealth Advisor at Charles Schwab
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Nate Socrates
Lifelong learner. Current Wealth Advisor with Schwab Wealth Advisory and former Trade Support and Risk Manager with Charles Schwab Co Inc, holding FINRA Series 7, 63, 9, 10, 57, 3, 34, and 66 licenses. Experienced advisor, manager, and people leader in Financial Services, CX, and Trading Operations. Actively pursuing the CFP® certification.
Experience
Manager - Wealth Advisor
May 2024 — Present
Education
Indiana University - Kelley School of Business
Associate of Science - AS, Economics
Indiana University - Kelley School of Business
Bachelor of Science - BS, Finance
Indiana University - Kelley School of Business
Bachelor of Science - BS, International Studies
Skills
- Teamwork
- Microsoft Excel
- Inspiring Leadership
- Final Cut Pro
- Office Administration
- Leadership
- Project Management
- Microsoft Office
- Event Planning
- Management
- Time Management
- Budgets
- Social Media
- Microsoft Word
- Team Leadership
- Public Speaking
- Spanish
- Social Networking
- Customer Service
- Social Media Marketing
- Marketing
- Communication
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.