Nathan Carlisle Ward is a highly qualified professional, who works in Wells Fargo main office of which is in 1096. as a Investment Manager since 2015. This expert gained professional experience in more than seven positions at different companies. Nathan Carlisle Ward went to the Howard University and received education there from 2013 to 2015. This person has such qualifications as 2020 Cfa Level 3 Candidate. Charlotte, North Carolina is the area, where this person was lastly known to be living. The professional's e-mail and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Nathaniel Ward,
Nat Ward,
Nate Ward,
Natty Ward
Last updated Jun 10, 2024
Contact Information
Last Update
Jul 9, 2022
Email
wa**@wellsfargo.com, ne**@student.ysu.edu
Location
Charlotte, NC
Company
Wells Fargo
Workplace
Investment Manager
Work History
Investment Manager
420 Montgomery St, San Francisco, CA 94129
Wealth and investment professional responsible for management of a book of complex multi-asset class investment portfolios. Manage over $330 million in investable assets for High Net Worth ...
from Jul 2015
Office of the Chieft Accountant Intern
Accounting apprentice responsible for analysis and assessment of financial documents for accuracy and accordance with federal accounting policies.
Assembled preliminary accounting policy r...
Jun 2014 — Apr 2015
Student Lab
Chicago, IL
Served as project lead and analyzed the procurement performance of a Fortune 500 power electric equipment company
Jan 2014 — Apr 2014
Executive Board Member - Secretary
One of our Chapter’s goals is to promote ACAMS as a platform for career development and professional networking for our community professionals, by organizing meetings, workshops, and events...
Oct 2011 — Nov 2012
Financial Management Specialist
8899 east 56Th St, Indianapolis, IN 46216
Accounting associate member of a certified Lean Six Sigma Green Belt team responsible for the preparation and analysis of financial reports presented to senior management.
Streamlined acco...
Aug 2009 — Aug 2013
Operational Risk Manager - Senior Vice President
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
from Dec 1999
Education
2013 — 2015
2005 — 2009
2004 — 2009
Occupations
Executive
Director
Board Member
Health Specialist
Secretary
Accountant
Finance and Accounting Specialist
Manager
Senior Vice President
Sales Specialist
Agent
Sales Agent
Operations Manager
Management Team Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Sales Representative
Skills
Risk Management
Financial Risk
Management
Operational Risk
Operational Risk Management
Anti Money Laundering
Aml
Fraud
Bank Secrecy Act
Business Process Improvement
Risk Assessment
Program Management
Enterprise Risk Management
Kyc
Change Management
Business Strategy
Ofac
Business Process
Six Sigma
Organizational Development
Finance
Analysis
Financial Analysis
Corporate Finance
Data Analysis
Portfolio Management
Investment Strategies
Cash Management
Financial Modeling
Accounting
Financial Reporting
Generally Accepted Accounting Principles
Investments
Market Research
Project Management
U.s. Sec Filings
Bloomberg
Microsoft Office
Financial Risk Management
Factset
Moxy
FAQs about Nathan Carlisle Ward
What is the main profession of Nathan Carlisle Ward?
This professional's job is Investment Manager
What jobs is Nathan proficient at at?
Nathan is a professional such jobs as Executive and Director.
Where does Nathan Carlisle Ward currently live?
Charlotte, North Carolina is the place where Nathan Carlisle Ward currently lives
Does Nathan Carlisle Ward have the email address?
wa**@wellsfargo.com and ne**@student.ysu.edu is The professional's email address.
How many companies did Nathan Carlisle Ward work at?
The professional worked at seven jobs.
What education does Nathan Carlisle Ward have?
Nathan studied at the Howard University from 2013 to 2015.
What are the certifications of Nathan Carlisle Ward?
The expert received the following certifications: 2020 Cfa Level 3 Candidate.
Are there any industries Nathan Carlisle Ward works in?
This professional works in Financial Services industry.