Nathan P. Billigmeier
Direttore della Ricerca - Azioni presso TowerPoint Wealth LLC
Profilo
Mr. Nathan P.
Billigmeier is a Director of Research & Analytics at TowerPoint Wealth LLC.
He has been working in the financial services industry since 2002, bringing more than 15 years of experience to Towerpoint Wealth.
Mr. Billigmeier started working at TowerPoint in October of 2011, and now manages Towerpoint Wealth’s investment research and technology platforms.
In addition to coordinating client reporting and analytics, he is Towerpoint Wealth’s “tech guru,” assisting both staff and clients with any issue relating to computers, phones, tablets, email, software, and hardware.
He also spends time researching and consulting on the design and implementation of available investment products and solutions, including portfolio model management as well as strategic and tactical rebalancing.
Mr. Billigmeier began his career as a teller for Wells Fargo Bank, and quickly advanced to the role of personal banker one year later.
He transitioned to the wealth management and investment industry in 2010, where he interned as an analyst for Wells Fargo Advisors while completing his Bachelor of Science Degree.
He holds a Bachelor’s Degree in Economics and a minor in Business Administration from California State University, Sacramento where he graduated in 2010.
Posizioni attive di Nathan P. Billigmeier
Società | Posizione | Inizio |
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TowerPoint Wealth LLC
TowerPoint Wealth LLC Investment ManagersFinance TowerPoint Wealth LLC is a financial advisor and wealth management firm based in Sacramento, CA. TowerPoint Wealth LLC offers investment management, estate planning, and retirement planning services. It was founded in 2017 by Joseph Frederick Eschleman, who has been the CEO since 2017. | Direttore della Ricerca - Azioni | - |
Formazione di Nathan P. Billigmeier
The California State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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TowerPoint Wealth LLC
TowerPoint Wealth LLC Investment ManagersFinance TowerPoint Wealth LLC is a financial advisor and wealth management firm based in Sacramento, CA. TowerPoint Wealth LLC offers investment management, estate planning, and retirement planning services. It was founded in 2017 by Joseph Frederick Eschleman, who has been the CEO since 2017. | Finance |
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