Nate Abel Email & Phone Number

Houghton, Mi

• Actively manage Michigan Tech’s endowment fund worth over $2.5 million. • Collaborate with a team of 7 students to construct & execute a team-based investment policy statement. • Exposed to a hands-on professional experience by presenting buy/sell reports and quarterly portfolioupdates to the Board of Trustees (our client). • Granted near-full authority to place trades based on the top-down approach we designed. • Permitted full-time access to MTU’s cutting-edge investment software: Bloomberg machine, trade room.

Houghton, Mi

• Collegiate student-athlete allows me to challenge myself on and off the court through rigorous schedules and high-stress, real-time competitive environments. • Developed teamwork, leadership skills, time management, competitive character, problem-solving techniques, highly disciplined work ethic, and performance excellence.

Beaver Dam, Wi

• Developed tailored financial plans for prospective clients, considering their current financial situation,investment horizon, & risk tolerance – I evaluated clients’ previous quarterly statements to makenecessary adjustments to their goal plans.• Reviewed clients’ annuity accounts in depth to optimize costs and improve returns; contacted insurance companies to clarify current annuity rates and rider fees.• Learned the CRM software by uploading client notes after sitting in on meetings.

Beaver Dam, Wi

Bachelor Of Science - Bs, Finance, 3.75

Bachelor Of Science - Bs, Accounting, 3.74

Master Of Business Administration - Mba

3.90 | Honors Diploma

Activities and Societies: National Honors Society (NHS)