Nate Herkelman Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

I help small businesses scale without adding headcount. At Uppit AI, we build custom, autonomous AI agent frameworks that take action, adapt, and continuously improve to support business growth. Our solutions empower teams to operate more efficiently and stay ahead in an AI-driven world.

Salt Lake City, Utah, United States

Iowa City, Iowa, United States

- Facilitated all chapter activities and operations by coordinating with 24 other executive members- Communicated with AKPsi nationals, the University, and our members to ensure consistent practices- Write weekly emails to keep all members up to date with events and opportunities- Organize the calendar at the beginning of the semester- Plan speakers or events for weekly chapter meetings- Keep up to date with national and university requirements - Maintain a good relationship with our faculty and chapter advisors- Run weekly chapter meetings and executive board meetings- Follow up with all positions to ensure they are following activating plans & meeting deadlines- Promptly respond to all questions from general members and executive members- Attend president trainings throughout Tippie and the university- Support executive members by helping organize events, pick up materials, answer questions, etc.

Iowa City, Iowa, United States

- Oversaw the entire roster and maintained updated status of membership throughout the semester- Ensured that all events were approved by the university and remained consistent with fraternity code

Salt Lake City, Utah, United States

This business operations team is critical to the success of all businesses and the firm. We manage the day-to-day activity of our various businesses to ensure efficiency and increase value.We work with internal stakeholders to optimize our business processes by applying proven methodologies and leveraging cutting-edge technology, giving the firm a strategic and competitive advantage. We provide client onboarding support, post-trade transaction services and post-trade portfolio services for FICC and Equities. Our Client Coverage Group manages key client relationships to enhance the client experience front to back. We support the FICC and Equities businesses to develop and deliver new products, services and markets.

Iowa City, Iowa, United States

- Represented Tippie through recruiting students and facilitating informational events weekly- Polished skills in public speaking, event planning, and communication through interacting with Tippie guests- Assisted in organizing, set up, and take down for various university events hosting over 300 people

Peoria, Illinois, United States

- Assisted my financial advising team through the critical tasks of creating client reports and balancing RMD data- Expanded my knowledge on portfolio construction by analyzing, comparing, and recommending funds - Deepened my understanding of wealth management through weekly market condition calls and wholesaler meetings

Peoria, Illinois, United States

At Smoothie King, I prepared smoothies according to customer's demands. I was in charge of opening and closing the store which included many small but critical tasks. One of these tasks was closing the drawer which involved handling over $300 in cash every shift.

Peoria, Illinois, United States

While working in the restaurant at the Country Club of Peoria, I was responsible for clearing and setting up tables in the dining room and on the outside terrace. I also assisted with set up and take down for events with over 200 attending guests.