Nathan Fitzgerald
About Nathan Fitzgerald
Nathan Fitzgerald is a Senior Account Executive at Solutionreach, Inc., where he has worked since 2024. He has a background in financial advising and account management, with previous roles at Personal Capital and Empower.
Work at Solutionreach
Nathan Fitzgerald serves as a Senior Account Executive at Solutionreach, Inc. since 2024. His role is based in Utah, United States, and follows a hybrid work model. Prior to this position, he held various roles within the company, including Account Development Manager and Sales Development Representative from 2023 to 2024. His experience at Solutionreach reflects a commitment to enhancing client relationships and driving sales growth.
Previous Experience in Financial Services
Before joining Solutionreach, Nathan Fitzgerald worked at Personal Capital as a Senior Financial Advisor and Account Executive from 2021 to 2023. His responsibilities included providing financial advice and managing client accounts. He also served as a Sales Development Representative at Personal Capital for a brief period in 2021. Additionally, he worked at Empower as a Senior Financial Advisor and Account Executive for five months in 2023, further solidifying his expertise in financial services.
Background in Financial Planning
Nathan Fitzgerald began his career in financial services as a Financial Planning Assistant at Alliance Benefit Group Consultants, where he worked from 2019 to 2021. This role provided him with foundational knowledge in financial planning. He also gained experience as a Manufacturing Specialist at US Synthetic from 2017 to 2018, which contributed to his diverse professional background.
Education and Expertise
Nathan Fitzgerald earned a Bachelor's degree in Personal Financial Planning from Utah Valley University, completing his studies from 2016 to 2020. This educational background equipped him with the necessary skills and knowledge to excel in the financial services industry. His academic achievements complement his professional experience, enhancing his capabilities in client management and financial advisory roles.
Career Progression
Nathan Fitzgerald's career progression reflects a steady advancement in the financial services and sales sectors. He started as an Account Executive at Link Interactive from 2015 to 2017, where he developed sales skills. His subsequent roles, including positions at US Synthetic and Alliance Benefit Group Consultants, provided him with a diverse skill set that he has applied in his later positions at Personal Capital and Solutionreach.