About
Nathan
With nearly nine years of experience working with higher education institutions and retirement plan products and services, Nathan manages client requests, coordinates client meetings and education sessions, and supports business development by assisting with RFPs and plan designs.
Nathan’s financial services career began in 2018 at a recordkeeper called TIAA. There, he started in the Contact Center and eventually moved to the Beneficiary Relationship team. He found his calling on the institutional side of the business in 2023 when he became a Client Services Manager focused on building relationships with plan sponsors and assisting them with retirement plan design and administration.
Outside of the office, Nathan enjoys spending time with his niece and nephews and his dog, Dani. When not working, he can normally be found playing soccer or trying to get outside to enjoy various Colorado activities.
Education and Professional Milestones
-Colorado State University - bachelor’s degree
With nearly nine years of experience working with higher education institutions and retirement plan products and services, Nathan manages client requests, coordinates client meetings and education sessions, and supports business development by assisting with RFPs and plan designs.
Nathan’s financial services career began in 2018 at a recordkeeper called TIAA. There, he started in the Contact Center and eventually moved to the Beneficiary Relationship team. He found his calling on the institutional side of the business in 2023 when he became a Client Services Manager focused on building relationships with plan sponsors and assisting them with retirement plan design and administration.
Outside of the office, Nathan enjoys spending time with his niece and nephews and his dog, Dani. When not working, he can normally be found playing soccer or trying to get outside to enjoy various Colorado activities.
Education and Professional Milestones
-Colorado State University - bachelor’s degree