Nate Wall

Current

• 401k Consultant at Vita Companies

Past

• Account Director at ABD Insurance and Finacial Services

Education

• San Jose State University

Connections

102 connections

Industry

Financial Services

Websites

• My Company

Nate Wall’s Summary

I joined The Vita Companies in July, 2003. My objective is to design and implement optimum retirement plan solutions for my clients. I have extensive experience working with a variety of retirement plan scenarios, including 401(k) plans, 403(b) plans and Non-Qualified plans.

I have a Bachelor of Arts in Economics from San Jose State University and I'm licensed as a California State Life Agent. In addition, I hold my Series 7 and Series 63 securities licenses.

Nate Wall’s Experience

• 401k Consultant

  Vita Companies

  (Financial Services industry)

  June 2003 — Present (5 years 7 months)

• Account Director

  ABD Insurance and Finacial Services

  (Public Company; 501-1000 employees; gbbk; Financial Services industry)

  October 1996 — June 2003 (6 years 9 months)

Nate Wall’s Education

• San Jose State University

  1996 — 1998

Additional Information

Nate Wall’s Websites:

• My Company

Nate Wall’s Contact Settings

Interested In:

• consulting offers
• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch