Customer Relationship Advocate@ Fidelity Investments
Pleasant Grove, Utah, United States
Nathan Christensen
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Utah Valley University
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FlashIntel GPTNathan Christensen is a dedicated professional with 4.8 years of work experience. He is currently based in the United States and is focused on developing his future career while attending Utah Valley University. Nathan is a Certified Financial Planner by 2023 and is motivated to help individuals and families reach their financial potential through dedicated planning and service. He has worked as a Customer Relationship Advocate at Fidelity Investments and as an Appointment Setter. Additionally, Nathan has experience as a Financial Representative at Northwestern Mutual and as a Student Staff.
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Focused on developing my future career while working full-time and attending Utah Valley University. Striving to become a Certified Financial Planner by 2023. Motivated to help individuals and families reach their peak financial potentials through dedicated planning and service.
Work Experience
Customer Relationship Advocate
Financial Services
Nathan Christensen's Professional Milestones
- Customer Relationship Advocate (2020-05-01~2021-04-01): Building strong relationships with clients through effective communication and effective problem-solving techniques.
- Financial Representative (2019-05-01~2020-01-01): Streamlined financial processes, increasing efficiency and accuracy in reporting.
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Nathan Christensen works for Fidelity Investments
Nathan Christensen's role in Fidelity Investments is Customer Relationship Advocate
Nathan Christensen works in the industry of Financial Services
Nathan Christensen's colleagues are John Grdina,Aravindan Rajagopalan,Steve Boyd
Nathan Christensen's latest job experience is Customer Relationship Advocate at Fidelity Investments
Nathan Christensen's latest education in Utah Valley University
