Nathan Wick
Asset Management Team Manager
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EDUCATION
BS, Finance, Minor in Economics, Winona State University
BIO
Nathan is the manager of the Asset Management department. That team is responsible for generating reports for client meetings, portfolio analysis and trade mapping, model maintenance and management, monitoring financial accounts, executing trades and participating in projects to ensure efficiency among other processes. His role includes leadership of that team, portfolio analysis and strategic planning for financial professionals within our network. Before working at the firm, Nathan worked at a community bank in Winona, MN in the credit card and credit analysis departments.
JOINED FIRM
2020