Nathan Bitner

Nathan Bitner Email and Phone Number

Partner and Financial Advisor @ Stream Wealth Partners
Rockwall, TX, US
Nathan Bitner's Location
Rockwall, Texas, United States, United States
Nathan Bitner's Contact Details

Nathan Bitner work email

Nathan Bitner personal email

n/a

Nathan Bitner phone numbers

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

Nathan Bitner's Current Company Details
Stream Wealth Partners

Stream Wealth Partners

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Partner and Financial Advisor
Rockwall, TX, US
Website:
streamwealth.com
Employees:
5
Nathan Bitner Work Experience Details
  • Stream Wealth Partners
    Partner And Financial Advisor
    Stream Wealth Partners
    Rockwall, Tx, Us
    View
  • Stream Wealth Partners
    Partner/Financial Advisor
    Stream Wealth Partners Jun 2021 - Present
    Texas, United States
    View
  • Turner Wealth Management
    Partner/Financial Advisor
    Turner Wealth Management Jun 2021 - Present
    Rockwall, Texas, United States
    View
  • Charles Schwab
    Relationship Manager
    Charles Schwab Dec 2019 - Jun 2021
    Westlake, Tx
    View
  • Hd Vest Financial Services
    Manager, Relationship Management & Wealth Management Support
    Hd Vest Financial Services Oct 2017 - Dec 2019
    Irving, Texas
    View
  • Hd Vest Financial Services
    Manager, Sales Optimization
    Hd Vest Financial Services May 2017 - Oct 2017
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  • Hd Vest Financial Services
    Premium Wealth Management Consultant
    Hd Vest Financial Services Jan 2014 - Oct 2017
    View
  • Jpmorgan Chase & Co.
    Financial Advisor
    Jpmorgan Chase & Co. Jul 2011 - Oct 2013
    Wylie, Tx
    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.
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  • Jpmorgan Chase
    Licensed Personal Banker
    Jpmorgan Chase Dec 2007 - Jul 2011
    Rockwall, Tx
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  • New Century Mortgage
    Loan Officer
    New Century Mortgage Jan 2005 - Jul 2007
    View

Nathan Bitner Skills

Investments Banking Sales Loans Mutual Funds Cross Selling Investment Banking Retail Banking Mortgage Lending

Nathan Bitner Education Details

Frequently Asked Questions about Nathan Bitner

What company does Nathan Bitner work for?

Nathan Bitner works for Stream Wealth Partners

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

Nathan Bitner's current role is Partner and Financial Advisor.

What is Nathan Bitner's email address?

Nathan Bitner's email address is na****@****wab.com

What is Nathan Bitner's direct phone number?

Nathan Bitner's direct phone number is (573) 642*****

What schools did Nathan Bitner attend?

Nathan Bitner attended Texas Tech University.

What skills is Nathan Bitner known for?

Nathan Bitner has skills like Investments, Banking, Sales, Loans, Mutual Funds, Cross Selling, Investment Banking, Retail Banking, Mortgage Lending.

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