Nathan Putnam, CFP®

Vice President, Portfolio and Wealth Management at Ferguson Wellman and West Bearing
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Contact Information
us****@****om
(386) 825-5501
Location
Portland, US

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Experience

  • Ferguson Wellman and West Bearing
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President, Portfolio and Wealth Management
      • Nov 2021 - 2 years 2 months

      Portland, Oregon, United States

  • TIAA
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Advisor
      • Nov 2016 - Nov 2021

    • Financial Services Consultant
      • Nov 2014 - Oct 2016

      Denver, Colorado, United States

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Jun 2011 - Aug 2014
  • Morgan Stanley Smith Barney
    • United States
    • Broker Intern Assistant
      • Jan 2011 - Jun 2011
  • New Seasons Market
    • United States
    • Food and Beverage Services
    • 700 & Above Employee
    • Courtesy Clerk
      • Dec 2007 - Sep 2009

      Beaverton, Oregon Part time job while on breaks from school.

Education

  • University of Denver - Daniels College of Business
    BS in International Business
    2007 - 2011
  • London School of Economics and Political Science
    2010 -
  • Jesuit HighSchool
  • 南山大学 / Nanzan University

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