Nathan Barham

Nathan Barham Email and Phone Number

Partner at Perspective Advisors, LLC @ Perspective Advisors, LLC
Nathan Barham's Location
Bartlesville, Oklahoma, United States, United States
Nathan Barham's Contact Details

Nathan Barham personal email

n/a
About Nathan Barham

Nathan Barham is a Partner at Perspective Advisors, LLC at Perspective Advisors, LLC. He possess expertise in wealth management, portfolio management, leadership, strategic planning, retirement planning and 7 more skills.

Nathan Barham's Current Company Details
Perspective Advisors, LLC

Perspective Advisors, Llc

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Partner at Perspective Advisors, LLC
Nathan Barham Work Experience Details
  • Perspective Advisors, Llc
    Partner
    Perspective Advisors, Llc May 2019 - Present
    Bartlesville, Ok
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  • Sutterfield Financial Group, Inc.
    Senior Vice-President & Partner
    Sutterfield Financial Group, Inc. May 2002 - May 2019
    Serve as Vice-Chair of the Board of Directors.Preside over operations.Identify ways to maximize client relationships.Work with finance committee to prepare budgets.Analyze financial reports.Ensure company policies and procedures are followed by each department.Attract, retain and motivate staff.Report and share information with the board to ensure they are kept fully informed on the condition of the organization and important factors influencing it.Identify and lead new business opportunities.Strategize and Participate in revenue generation.Ensure highly productive relationships and partnerships for the benefit of the organization.Sets goals, monitor work, and evaluate results to ensure that departmental and organizational objectives and operating requirements are met and are in line with the mission, purpose, and core values of the organization.Work alongside staff, community leaders, executive directors, government officials, and senior staff/board members.Participate in and nurture broad networks of alliances with others to exchange knowledge and information about learning and change in support of change initiatives.
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Nathan Barham Skills

Wealth Management Portfolio Management Leadership Strategic Planning Retirement Planning Investments Leadership Development Securities Banking Credit Loans Asset Management

Nathan Barham Education Details

Frequently Asked Questions about Nathan Barham

What company does Nathan Barham work for?

Nathan Barham works for Perspective Advisors, Llc

What is Nathan Barham's role at the current company?

Nathan Barham's current role is Partner at Perspective Advisors, LLC.

What is Nathan Barham's email address?

Nathan Barham's email address is ba****@****ial.com

What is Nathan Barham's direct phone number?

Nathan Barham's direct phone number is +191833*****

What schools did Nathan Barham attend?

Nathan Barham attended University Of Oklahoma.

What skills is Nathan Barham known for?

Nathan Barham has skills like Wealth Management, Portfolio Management, Leadership, Strategic Planning, Retirement Planning, Investments, Leadership Development, Securities, Banking, Credit, Loans, Asset Management.

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