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Nathan Bitner Email & Phone Number
Partner and Financial Advisor
at
Stream Wealth Partners
1 work email found
@schwab.com
1 phone found area 573
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Financial Advisor
Location
Rockwall, Texas, United States
Company size
Who is Nathan Bitner? Overview
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Quick answer
Nathan Bitner is listed as Partner and Financial Advisor at Stream Wealth Partners, a company with 5 employees, based in Rockwall, Texas, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 573, and a matched LinkedIn profile for Nathan Bitner.
Nathan Bitner previously worked as Partner/Financial Advisor at Stream Wealth Partners and Partner/Financial Advisor at Turner Wealth Management. Nathan Bitner holds Bachelor'S Degree, Marketing from Texas Tech University.
Company email context
Email format at Stream Wealth Partners
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{first}.{last}@schwab.com
86% confidence
AeroLeads found 1 current-domain work email signal for Nathan Bitner. Compare company email patterns before reaching out.
Profile bio
About Nathan Bitner
Passionate about doing what's best for clients in all aspects of their life. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information
Listed skills include Investments, Banking, Sales, Loans, and 5 others.
Current workplace
Nathan Bitner's current company
Company context helps verify the profile and gives searchers a useful next step.
Stream Wealth Partners
10 roles
Nathan Bitner work experience
A career timeline built from the work history available for this profile.
Partner/Financial Advisor
Current
Jun 2021 - Present
Partner/Financial Advisor
Current
Jun 2021 - Present
Relationship Manager
Dec 2019 - Jun 2021
Manager, Relationship Management & Wealth Management Support
Oct 2017 - Dec 2019
Manager, Sales Optimization
May 2017 - Oct 2017
Premium Wealth Management Consultant
Jan 2014 - Oct 2017
Financial Advisor
Sole purpose as an advisor was to exceed current client expectations around investment planning, to a degree in which it helped drive in new business in the process. This was achieved by working closely with team members to cross sell investment and retirement solutions to better the clients situation around investing and banking.
Jul 2011 - Oct 2013
Licensed Personal Banker
Dec 2007 - Jul 2011
Loan Officer
Jan 2005 - Jul 2007
1 education record
Nathan Bitner education
FAQ
Frequently asked questions about Nathan Bitner
Quick answers generated from the profile data available on this page.
What company does Nathan Bitner work for?
Nathan Bitner works for Stream Wealth Partners.
What is Nathan Bitner's role at Stream Wealth Partners?
Nathan Bitner is listed as Partner and Financial Advisor at Stream Wealth Partners.
What is Nathan Bitner's email address?
AeroLeads has found 1 work email signal at @schwab.com for Nathan Bitner at Stream Wealth Partners.
What is Nathan Bitner's phone number?
AeroLeads has found 1 phone signal(s) with area code 573 for Nathan Bitner at Stream Wealth Partners.
Where is Nathan Bitner based?
Nathan Bitner is based in Rockwall, Texas, United States while working with Stream Wealth Partners.
What companies has Nathan Bitner worked for?
Nathan Bitner has worked for Stream Wealth Partners, Turner Wealth Management, Charles Schwab, Hd Vest Financial Services, and Jpmorgan Chase & Co..
How can I contact Nathan Bitner?
You can use AeroLeads to view verified contact signals for Nathan Bitner at Stream Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Nathan Bitner attend?
Nathan Bitner holds Bachelor'S Degree, Marketing from Texas Tech University.
What skills is Nathan Bitner known for?
Nathan Bitner is listed with skills including Investments, Banking, Sales, Loans, Mutual Funds, Cross Selling, Investment Banking, and Retail Banking.
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