Nathaniel Fabular

Experience

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  Fruitas Holdings, Inc. (Careers page)

  Sept 2022 - Dec 2022

  Accounting Intern

  Prepared monthly Financial Reports. Processed accounts and incoming payments in compliance with financial policies and procedures. Prepared bills, invoices, and bank depositsMaintained database, encoded physical count of inventory, and reconciled actual stock count to computer-generated reports.

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  Foundever

  Jun 2023 - Jan 2024

  FINRA Registered Representative (US)

  Responded to inquiries from clients and financial advisors about their investment/insurance accounts and offers assistance regarding fund management. Processed transactions such as asset reallocation, billings and payments, withdrawals, and other transactions in connection with various insurance services and products.

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  DXC Technology

  Jan 2024 - now

  Sr Analyst III Business Process Transactions

  Handles annuity policies of clients from one of the top insurance companies in the US and assist them on the different transactions like annuitization, loans, RMD, different kinds of withdrawals like full, partial, hardship, rollover, transfer, and 1035 exchange, fund transfers, rebalance, allocation changes, and etc.