Nathan Dillon

Current Employers

Employment History

• 04/2018 → 02/2020
  U.S. Bancorp Investments, Inc.
  Cincinnati, OH
• 02/2020 → 12/2021
  U.S. Bank
  Florence, KY
• 12/2021 → 12/2024
  Fort Washington
  Cincinnati, OH
• 12/2024 → Present
  Key Investment Services, Llc
  Brooklyn, OH
• 06/2016 → 04/2018
  U.S Bank
  Florence, KY

Other Businesses

1.) PUBLISHED BOOK: "BANNERS AND BUZZER-BEATERS: A ROAD TRIP THROUGH KENTUCKY WILDCATS HISTORY"- POSITION: N/A - self-published book NATURE: N/A - Self-published a book through Amazon.com. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020. ADDRESS: 1350 Avenue of the Americas, New York NY 10019, United States. DESCRIPTION: Self-published a book through Amazon.com. Duties include: Recipient of Royalties. 2.) LONGWORTH FINANCIAL GROUP, LLC; POSITION: Limited Partner (Passive member) NATURE: Family and friends investing together. Managing members seek investment opportunities in real estate or other alternative investments; they invited a dozen people within their circle to become limited partners with modest sums of money. This entity gives this group exposure to private investments that they normally wouldn't be able to participate in on their own. INVESTMENT RELATED: Yes; NUMBER OF HOURS: 0; SECURITIES TRADING HOURS: 0; START DATE: 09/16/2021. ADDRESS: 2300 Wicket Ct, Florence KY 41042, United States; DESCRIPTION: This is a private investment in which I am a Limited Partner (or "passive member"). The entity is managed by two managing members. As a limited partner, I have no decision-making authority except for voting rights that cover non-investment related items (i.e. removing a managing member, approving changes to bylaws, etc.) 3)INDUSTRY MENTOR FOR COLLEGE STUDENT CFA RESEARCH CHALLENGE POSITION: null NATURE: The CFA Society Research Challenge gives college students the opportunity to present research and analysis on businesses from the perspective of an analyst. The CFA Society seeks local CFA Charter holders to serve as an industry mentor to a group of presenters. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2025 ADDRESS: 4010 Executive Park Dr, Suite 100, Cincinnati OH 45241, United States DESCRIPTION: Serve as an Industry Mentor for local college students competing in the CFA Research Challenge. The primary responsibility of the Industry Mentor is to provide a "real-world" industry perspective into the students' theoretical knowledge base. Industry Mentors are not responsible for teaching students how to perform analysis. Mentors will be allowed to review students' written work and provide comments only. Mentors will not be allowed to perform any research or write any portion of the report. Presentations Industry Mentors may not contact the Subject Company, or any of its affiliates, distributors, suppliers or competitors within the context of the CFA Institute Research Challenge, with the exception of supervising student contacts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-05
• S63 Uniform Securities Agent State Law Examination
  2018-07-16

Other Names

• Nate Dillon
• Nathan Patrick Dillon