Nathan Fogleman

VP - Financial Consultant @Charles Schwab

San Diego County, CA, US
EMAILS
n••••••••@schwab.com
MOBILE NUMBERS
+14•••••••99

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WORK HISTORY

Dec 2022 — Present

VP - Financial Consultant @Charles Schwab

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EDUCATION

2005 — 2007

Midland University

Bachelor's degree, Business Administration and Management, General

SKILLS

FinanceInvestment AdvisorySeries 66Asset ManagementSeries 63Retirement PlanningInvestmentsWealth ManagementFinancial PlanningSeries 7Financial ServicesRisk Management

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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