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.
• 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)