Nathan Amos
Client Service Specialist at Ameriprise Financial Services, LLC | Boca Raton, Florida, United States
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Nathan Amos is a dedicated Financial Advisor at Thrivent, a Fortune 500 diversified financial services organization renowned for its comprehensive suite of offerings, including advice, investments, insurance, banking, and generosity programs. In his current role, Nathan leverages his expertise in budgeting, life insurance, and investment strategies to guide individuals and families toward achieving their financial aspirations. His commitment to client success is evident in his personalized approach, where he meticulously crafts financial strategies tailored to each client's unique circumstances and goals.
One of Nathan's key projects involves developing educational workshops that empower clients with essential financial literacy skills. By focusing on topics such as retirement planning, risk management, and the importance of life insurance, he equips clients with the knowledge they need to make informed decisions. His proficiency in sales operations and problem-solving enables him to identify and address potential obstacles that clients may face on their financial journeys.
Nathan's strong background in accounting and trading, particularly with ETFs, allows him to offer insightful investment advice that aligns with clients' risk tolerance and long-term objectives. His exceptional time management skills ensure that he remains accessible to clients while efficiently managing multiple projects. At Thrivent, Nathan is not just a financial advisor; he is a trusted partner committed to fostering financial well-being, allowing clients to focus on what truly matters in their lives. Through his unwavering dedication and expertise, Nathan Amos continues to make a meaningful impact in the lives of those he serves.
Client Service Specialist at Ameriprise Financial Services, LLC in November 2024 to May 2025
Financial Advisor at Thrivent in February 2024 to November 2024
Director of Business Development at Infinite Roofing Services LLC in November 2021 to December 2023
Accountant & Strategy Consultant at Amos Consulting Services LLC in November 2021 to December 2023
Operations Specialist, Business Financing at American Express at Emerge in February 2021 to August 2021
Operations Support Administrator at Land Designs of Southern Florida, Inc. in June 2019 to September 2020
Equity Options Trader at Amos Investing LLC in May 2018 to June 2019
Customer Relationship Advocate Full Trader at Fidelity Investments in December 2016 to April 2018
Procurement Analyst at Citrix in July 2016 to September 2016
Bakery Clerk at Publix Super Markets in January 2012 to September 2016
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Bookkeeping
Long-term Care
Wealth Management
Estate strategies
College planning
Charitable giving strategies
Budgeting
Financial Planning
Series 7
Series 66
Life & Health Insurance Licenses
Investments
Mutual Funds
Life Insurance
Disability Insurance
Retirement Planning
Trust Accounts
Retirement
Underwriting
Sales Operations
Salesforce.com
Loan Servicing
Loans
Account Management
Business Strategy
Business Development
New Business Development
Business Process Improvement
Operations Management
Sales
Business Analysis
Customer Service
Microsoft Excel
Microsoft Word
PowerPoint
Leadership
Communication
Management
Microsoft Office
Time Management
Research
Interpersonal Skills
Team Leadership
Teamwork
Customer Satisfaction
Financial Analysis
Finance
Accounting
Trading
Stocks
Bonds
ETFs
Options
Portfolio Management
Inventory Management
Production Planning
Charismatic Leadership
Retail
Strategic Planning
Problem Solving
Budgets
Process Improvement
Analysis
Social Media
Office 365
Corporate Finance
Spreadsheets
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Discover more about Ameriprise Financial Services, LLCWhat is Nathan Amos email address?
Email Nathan Amos at [email protected] and [email protected]. This email is the most updated Nathan Amos email found in 2026.
What is Nathan Amos phone number?
Nathan Amos phone number is +16194503153 and +15016129123.
How to contact Nathan Amos?
To contact Nathan Amos send an email to [email protected] or [email protected]. If you want to call Nathan Amos try calling on +16194503153 and +15016129123. (updated on September 13, 2024)
What is Nathan Amos net worth?
Nathan Amos has an estimated net worth of $25,000 to $49,999
What company does Nathan Amos work for?
Nathan Amos works for Ameriprise Financial Services, LLC
What is Nathan Amos's role at Ameriprise Financial Services, LLC?
Nathan Amos is Client Service Specialist
What industry does Nathan Amos work in?
Nathan Amos works in the Building Construction industry.
Nathan Amos Email Addresses
Nathan Amos Phone Numbers
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