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Nathan Maxwell

Nathan Maxwell

Insurance Agent

Followers of Nathan Maxwell55 followers
location of Nathan MaxwellOmaha Metropolitan Area

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  • Timeline

  • About me

    Manager | Trading Risk & Resolution

  • Education

    • Palomar College

      2009 - 2011
      Information Technology

  • Experience

    • Allstate

      May 2015 - Nov 2016
      Insurance Agent

    • TD Ameritrade

      Nov 2016 - Jun 2020

      • Senior Financial Specialist

        Oct 2017 - Jun 2020

      • Financial Representative

        Nov 2016 - Oct 2017

    • TD Ameritrade

      Aug 2020 - Sept 2023
      Trade Support Senior Specialist

    • Charles Schwab

      Sept 2023 - now
      Manager Trading Risk

      Responsible for identifying, assessing, and mitigating risks associated with trading activities. The role involves analyzing market trends, monitoring trading positions, and evaluating potential exposures to various types of risks, including market, credit, liquidity, and operational risks.

  • Licenses & Certifications

    • Series 4 Options Principal

      FINRA

    • Series 63 Uniform Securities License

      FINRA

    • Series 7 General Securities License

      FINRA

    • Series 3 National Commodities Futures License

      FINRA

    • Series 24 General Securities Principal

      FINRA