Nate Spencer currently serves as an Associate Consultant at Diamond Consultants, beginning in October 2024. Previously, Nate held the position of Vice President of Business Development at Berthel Fisher Companies, where responsibilities included advisor recruiting and managing a full-cycle sales pipeline. At Allworth Financial, Nate focused on business development in mergers and partnerships, consulting with financial advisors on selling their practices. Nate's career also includes roles at Fidelity Investments as a Workplace Planning Associate and at Charles Schwab as a Financial Services Professional. Early work experience included various positions at Chick-fil-A Restaurants, where Nate advanced to Certified Trainer. Nate Spencer earned an Associate of Arts degree in Business from Tarrant County College between April 2020 and May 2022.
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