We found the following information about Nate Delong at United Retirement Plan Consultants, where this expert has worked as a Associate Vice President since 2018. Nate's total work experience is over 13 years, during which time this person had at least seven jobs at different companies to develop skills. This expert received the following certifications: Certified Pension Consultant and American Society of Pension Professionals and Actuaries. Nate Delong is skilled in English. Currently, Nate is located in Corona, California. You can contact with Nate by searching for phone or email or get further information by requesting access to this professional's further details.
Name variants:
Nathan Delong
Last updated Jun 10, 2024
Contact Information
Last Update
Jul 10, 2022
Email
na**@sbcglobal.net
Location
Corona, CA
Workplace
Associate Vice President
Dublin, OH
Industry
Financial Services, Investment Advisors/Pension Retirement Plans, Business Consulting Services, Insurance Agent/Broker
Colleagues
Work History
Associate Vice President
545 Metro Pl south SUITE 240, Dublin, OH 43017
from Oct 2018
Regional Director
1350 Treat Blvd SUITE 300, Walnut Creek, CA 94597
I help small to mid-size companies implement and administer qualified retirement plans and I custom design these plans to meet specific goals of the organization. I also consult on existing ...
Apr 2017 — Aug 2018
Qualified Plan Sales and Marketing
200 Dryden Rd, Dresher, PA 19025
Support financial advisors building their retirement plan practice by providing customized qualified plan design consulting for their plan sponsor clients.
Mar 2013 — Apr 2017
Retirement Plan Sales Consultant
333 south Hope St, Los Angeles, CA 90071
Consult financial advisers and their plan sponsor clients on qualified and nonqualified retirement plan design, implementation, administration, and fiduciary and plan compliance. As a truste...
Jun 2012 — Mar 2013
Area Sales-Internal Wholesaler
333 south Hope St, Los Angeles, CA 90071
Through proactive and targeted sales calls, promote the distribution of The American Funds mutual funds and annuity products.
Nov 2010 — Jun 2012
Retirement Plan Specialist
333 south Hope St, Los Angeles, CA 90071
Retain existing and sell new proprietary retirement plan business for The American Funds. Covering Northern CA and NV. Consult financial advisors, RIA's, intermediaries and CPA's on the topi...
Oct 2006 — Nov 2010
Advisor Marketing
333 south Hope St, Los Angeles, CA 90071
Inbound phone center taking calls from licensed financial professionals answering questions about The American Funds investments, fee's, and technical questions related to IRA, 529, individu...
Feb 2005 — Oct 2006
Education
Occupations
Executive
Assistant Vice President
Accountant
Finance and Accounting Specialist
Region Manager
Counselor
Health Specialist
Certified Nurse Aide
Lawyer
Fiduciary
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Area Manager
Managers
Advisor
Nurse
Nurse Practitioner
Trust Law Attorney
Lawyer
Skills
Mutual Funds
Retirement Planning
401K
Retirement
Investments
Pensions
Series 6
Sales
Qualified Retirement Plans
Iras
Series 63
Finance
Financial Advisory
401 Retirement Savings Plans
Asset Allocation
401K Rollovers
Financial Services
Defined Contribution
Retirement Plan Consulting
Fixed Annuities
Investment Management
Finra
Defined Benefit
Erisa
Employee Benefits
Investment Advisory
529 Plans
Salesforce.com
Wealth Management
Financial Planning
Securities
Pension Funds
Securities Regulation
Life
Profit Sharing
403 B
Client Services
Cash Balance Plans
Pension Plans
Territory Development
Team Leadership
Fiduciary
Nonqualified Deferred Compensation Plans
Retirement Benefits
FAQs about Nate Delong
What's the main profession of Nate Delong?
Nate Delong is a Associate Vice President.
What are the profession of The professional?
These person's professions are Executive and Assistant Vice President
Where is Nate Delong currently located?
The professional is currently located in Corona, California.
Does Nate Delong have the email address?
na**@sbcglobal.net is Nate Delong's email address.
How many companies did Nate Delong work at?
The professional worked at seven jobs.
Where has Nate Delong studied?
Nate studied at the from 2006 to 2010.
Are there any certifications, that Nate Delong has?
The expert received the following certifications: Certified Pension Consultant and American Society of Pension Professionals and Actuaries.
What languages does Nate Delong speak?
Nate Delong speaks English.