Nathan stays energized through golf, fishing, skiing, travel, and marathon running. A lifelong Minnesotan, he proudly supports all Minnesota sports teams.
Qualifications
Bachelor of Science in Business and Finance with a minor in Business Analytics, University of Minnesota Carlson School of Management; BFA, bringing a balanced foundation of analytical insight and creative problem-solving
Roles & Responsibilities
Supports the client experience through trade processing, client service, and preparation of financial planning reports and projections for client meetings