Nate Haskell, Cfa, Cfp® Email & Phone Number

Seattle, Wa, Us

Miami, Us

Corient 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.

Chicago, 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.

Cohoes, 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.

Cohoes, 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.

Troy, 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.

Troy, 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.

Troy, Ny, Us

M.S. Quantitative Finance and Risk AnalyticsB.S. Business Management / Finance concentration / Economics minor

Portsmouth, 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.

Master'S Degree, Quantitative Finance And Risk Analytics

Bachelor'S Degree, Business Management, Finance, Economics

Education record

Education record