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Nate Woodman

Leader. Strategist. Communicator.

Nate is eager to learn, adapt, and perform while influencing stakeholders and harnessing the power of a team. He leverages a unique blend of client-facing and deep strategy experience to deliver value. Nate was recognized as a 2019 Forbes Under 30 Scholar and is a former Division 1 swimmer. He thrives off the success of others and sacrifices for the benefit of the team. He combines an unyielding long-term outlook with the daily discipline to drive results. Nate spent two years at KCF Technologies, one of the nation’s fastest-growing technology companies at the time, combing strategic financial analysis with the best methods of delivery to provide visualizations of success across the business. He also created and led the company’s Customer Success Program, encouraging over $100 million in revenue. Later, he participated in the Emerging Leader Development Program at Vanguard, one of the world’s largest asset managers. With the client-first mindset, Nate focuses on the client’s results, which leads to long-term, trusted partnerships.

Experience and interests include:
– Customer Success
– M&A
– Investment Portfolio & Model Construction
– Corporate Strategy & Development
– Digital Transformation & Enablement
– Organizational Change Management/Lean
– Sales Development 

• LinkedIn

“Nate has taught me that being tenacious drives success and that having big, positive energy makes lasting impressions”

“I am impressed by your inherent desire to help your team succeed. You’re often the first to offer assistance when help is needed.”

“Nate brings an unprecedented level of energy, passion, and drive that gets everyone excited and inspires action!”

“Nate, you have shown me that enthusiasm and grit is way more valuable than time or experience.”

“Nate’s intelligence, drive, and willingness to think outside the box not only helped me grow as a salesman, but will help any lucky company grow to the next level with him as a member of their team.”

“Thank you for being a tireless voice of the customer and champion of their success.”

“Nate radiates ENERGY! He makes me want to light up and take charge of any room I walk into!“

“The biggest thing that Nate has taught me is servant leadership. He always was asking “how can I help?” Whatever anyone needed Nate to do, he would do, and do it with a great attitude.”