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Nathaniel Balam

Nathaniel Balam

Client Service Associate

I’m responsible for client data entry and assisting office staff where I’m needed. I currently hold CTEC certification and am in the process of getting fully Life & Disability Licensed and plan to tackle the SIE and Series 7 exams in the future.

In my free time I enjoy solving puzzles such as sudoku’s & Rubik’s cubes and playing chess. I also enjoy spending time with my family and taking care of my daughter.