Nathan Brooks

Director, Portfolio Management at Legacy Investing, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US
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Credentials

  • Communicating in Times of Change
    LinkedIn
    Feb, 2020
    - Sep, 2024
  • Fred Kofman on Managing Conflict
    LinkedIn
    Feb, 2020
    - Sep, 2024
  • Managing Team Conflict
    LinkedIn
    Feb, 2020
    - Sep, 2024

Experience

  • Legacy Investing, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Portfolio Management
      • Mar 2021 - Present
  • RXR Realty
    • Real Estate Agents and Brokers
    • 1 - 100 Employee
    • AVP, Investment Management Group
      • Jan 2019 - Jan 2021

    • Associate, Asset Management
      • Jan 2017 - Dec 2018

    • Financial Analyst
      • Sep 2014 - Dec 2016

  • Brixmor
    • United States
    • Intern
      • Jun 2013 - Aug 2013

      Assisted with IPO process through projects including transfer of data from DYNA Asset Management to Argus Enterprise. Assisted with day to day operations including evaluation of daily data reports and tenant data analysis. Assisted with IPO process through projects including transfer of data from DYNA Asset Management to Argus Enterprise. Assisted with day to day operations including evaluation of daily data reports and tenant data analysis.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Intern
      • Jun 2012 - Aug 2012

      Project based internship focused specifically on creation and management of a personal portfolio, bond and ETF research, data analysis, and analyst-client relationship evaluation. Project based internship focused specifically on creation and management of a personal portfolio, bond and ETF research, data analysis, and analyst-client relationship evaluation.

Education

  • Villanova University
    Bachelor of Business Administration - BBA, Finance and Real Estate
    2010 - 2014

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