Nate Haskell, Cfa, Cfp® work email
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Nate Haskell, Cfa, Cfp® personal email
My mission as a wealth advisor is to give clients peace of mind through the discovery and achievement of their main goals while acting in a fiduciary capacity. Areas of Expertise:- Comprehensive Financial Planning- Portfolio Optimization- Socially Responsible Investing- Family Transitions- Charitable Planning- Equity Compensation- Education Planning- Tax PlanningIndustry Credentials:- Registered Investment Advisor Representative- CFP licensed professional- CFA Institute member and charter holder- M.S. Quantitative Finance and Risk Analytics- B.S. Business Management
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Wealth AdvisorCorientSeattle, Wa, Us -
Wealth AdvisorCorient May 2020 - PresentMiami, UsCorient is one of the largest integrated RIAs in the United States. We have 236 partners and more than 1,300 colleagues managing $140 billion for more than 10,000 high- and ultra-high-net-worth clients. We are fiduciaries with an unmatched team of wealth advisors with a heritage dating back 100 years. Our institutional knowledge spans the full spectrum of planning, investing, lending and money management disciplines. And our unique partnership model was designed to foster professional collaboration to deliver the highest level of excellence to our clients. -
Wealth Advisor AssociateCresset 2019 - May 2020Chicago, Il, Us- Advised high net worth clients on their holistic balance sheet.- Tailored financial plans for prospects and clients based on their lifestyle and retirement goals.- De-constructed portfolios from a risk, return, cash flow, and time horizon perspective. - Primary planner for 25 clients in the Cresset Seattle office. Facilitated client inquiries, reporting requests, and integration with third-party partners. Coordinated all tasks after meetings with clients and prospects.- Developed systematic meeting preparation procedures to streamline creation of all deliverables from a reporting, diligence, technology, and presentation perspective.- Collaborated with clients' CPAs and estate planning attorneys to review and implement strategy. -
Senior Investment AnalystAyco, A Goldman Sachs Company Jan 2018 - Aug 2019Cohoes, New York, Us- Analyzed high net worth client portfolios for flaws in holistic investment strategy.- Consulted clients on their portfolios and overall investment theory. Educated on Goldman Sachs' approach to multi-factor asset allocation, along with any investments that may be suitable.- Researched third-party asset managers for inclusion in client portfolios. Utilized risk statistics and analytical software to make conclusive decisions on placement of clients' assets. - Trained associates regarding topics in the investment world and how they pertained to clients. Lectured on communicating with clients regarding economic insights, investment strategy, and Goldman Sachs products. -
Client AnalystAyco, A Goldman Sachs Company Sep 2015 - Jan 2018Cohoes, New York, Us- Executed trades and money movement for Ayco clients on the centralized trading desk in Albany, NY. - Managed all trading aspects for the charitable funds that Ayco manages for their own clients, as well as Goldman Sachs employees and clients.
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Security Valuation Research AssistantRensselaer Polytechnic Institute Jan 2015 - May 2015Troy, Ny, Us- Researched valuation techniques frequently applied to public and private companies.- Used these techniques, along with analytical software, to come to a valuation recommendation for various firms. -
Finance AssistantRensselaer Polytechnic Institute Sep 2014 - May 2015Troy, Ny, Us- Assisted the Student Union Business Manager in various financial functions necessary to run the RPI Student Union and the 150+ clubs that it supports.
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StudentRensselaer Polytechnic Institute Aug 2010 - May 2015Troy, Ny, UsM.S. Quantitative Finance and Risk AnalyticsB.S. Business Management / Finance concentration / Economics minor
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Finance InternFirstlight Fiber Jun 2014 - Aug 2014Portsmouth, New Hampshire, Us- Developed a contract management database to help a mid-sized telecom company transition through a period of various mergers and acquisitions.- Assisted in the management of collections for various unpaid accounts. Learned various accounting functions and aspects of contracts.
Nate Haskell, Cfa, Cfp® Skills
Nate Haskell, Cfa, Cfp® Education Details
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Rensselaer Polytechnic InstituteQuantitative Finance And Risk Analytics -
Rensselaer Polytechnic InstituteEconomics
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Cape Cod Academy
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Northfield Mount Hermon
Frequently Asked Questions about Nate Haskell, Cfa, Cfp®
What company does Nate Haskell, Cfa, Cfp® work for?
Nate Haskell, Cfa, Cfp® works for Corient
What is Nate Haskell, Cfa, Cfp®'s role at the current company?
Nate Haskell, Cfa, Cfp®'s current role is Wealth Advisor.
What is Nate Haskell, Cfa, Cfp®'s email address?
Nate Haskell, Cfa, Cfp®'s email address is na****@****cwm.com
What schools did Nate Haskell, Cfa, Cfp® attend?
Nate Haskell, Cfa, Cfp® attended Rensselaer Polytechnic Institute, Rensselaer Polytechnic Institute, Cape Cod Academy, Northfield Mount Hermon.
What skills is Nate Haskell, Cfa, Cfp® known for?
Nate Haskell, Cfa, Cfp® has skills like Microsoft Excel, Public Speaking, Teamwork, Leadership, Powerpoint, Finance, Investments, Marketing, Communication, Recruiting, Management, Matlab.
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