Nathan Fogleman
VP - Financial Consultant @Charles Schwab
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WORK HISTORY
VP - Financial Consultant @Charles Schwab
EDUCATION
Midland University
Bachelor's degree, Business Administration and Management, General
SKILLS
ABOUT NATHAN FOGLEMAN
I am an experienced Senior Financial Consultant with over 15 years in the Financial Services industry. I have worked and earned my way through multiple roles with the same company over the course of the last decade. Loyalty to both my firm and my clients is very important to me. I understand the value of hard work. I understand the value of the most precious commodity-time. I have experience in service, sales, mentoring, and leadership. Some of my most impactful moments outside of forming life-long relationships with my clients, is helping mold others through my own experiences during coaching sessions. Summary of Accomplishments-Lifetime Achievement Award Recipient- Presidents Club Winner in all Positions with the firm-RAMP Graduate -YEHP - Multiple time Year End High Performer-BBWM semi-annual nomination
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