Nathan Klim

Nathan Klim Email and Phone Number

Investment Operations Associate @ Orion Advisor Solutions
Tampa, FL, US
Nathan Klim's Location
Tampa, Florida, United States, United States
Nathan Klim's Contact Details

Nathan Klim personal email

About Nathan Klim

Nathan Klim is a Investment Operations Associate at Orion Advisor Solutions. He possess expertise in editing, journalism, microsoft office, social media, management and 12 more skills.

Nathan Klim's Current Company Details
Orion Advisor Solutions

Orion Advisor Solutions

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Investment Operations Associate
Tampa, FL, US
Nathan Klim Work Experience Details
  • Orion Advisor Solutions
    Orion Advisor Solutions
    Tampa, Fl, Us
    View
  • Instrumental Wealth
    Investment Operations Associate
    Instrumental Wealth Mar 2023 - Present
    View
  • Orion Advisor Solutions
    Trading/Tax Optimization Subject Matter Expert
    Orion Advisor Solutions Apr 2021 - Apr 2023
    Support trading platforms including TOM, Eclipse, and ASTRODemonstrate products and conduct onboarding callsSupport cross-platform trading integrationsReview trade logs and logic for errorsTrain clients and internal users on trading and tax optimization products
  • Mccormack Financial Planning
    Trader
    Mccormack Financial Planning Sep 2018 - Apr 2021
  • The Strategic Financial Alliance
    Securities Trader
    The Strategic Financial Alliance Sep 2015 - Sep 2018
    Atlanta, Ga, Us
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  • Sterling Distributors
    Sales/Support
    Sterling Distributors 2014 - 2016
    Us
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  • Jp Turner & Company
    Equity Trader
    Jp Turner & Company Apr 2015 - Sep 2015
    Enter and execute trade corrections and street-side orders for brokers.Support broker staff for equity trades.Verify accuracy and authenticity of large trade orders for compliance purposes.Provide real time quotes and execution assistance for market orders.Purchase and allocate syndicate orders for clients.Expedite special or problem orders with clearing and transfer agents.
  • Ganz
    Hiring Assistant
    Ganz Mar 2014 - Mar 2015
    Marietta, Georgia, Us
    Schedule interviews with prospective employees.Maintain online job postings for unfilled positions.Conduct interviews with prospective employees; detailing position duties and responsibilities, compensation, and benefits.Assist Hiring Manager in creating and administering training, equipment, and information for new hires.Organize and analyze sales force feedback for VP of Sales' perusal; primarily using MS Excel and Powerpoint.
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  • Wras Atlanta
    News Director
    Wras Atlanta May 2011 - Dec 2013
    Manage, schedule, and train the News Team, which compiles and reads news stories on air. Also produce the Hub, WRAS-FM's weekly public affairs show. Duties include scheduling interviews, interviewing, and producing one hour of public affairs programming each week.Recipient of 2nd place award presented at the 2012 Southeastern Journalism Contest for "Best College Audio News Program."
  • Buffalo Wild Wings
    Bartender
    Buffalo Wild Wings Sep 2008 - Jun 2012
    Maintain highest tip average in the store.Seat, serve, and cash out guests while respecting legal and corporate guidelines for food and alcohol sales. Maintain cash drawer and reconcile cash at end of business day.Received ServSafe™ alcohol service safety certification.Assist and converse with customers and pour drinks for restaurant.Sandy Springs at Northridge location.
  • Wras-Atlanta
    News Team
    Wras-Atlanta Aug 2009 - May 2011
    Compile and edit stories from the AP news wire and report them on air.
  • Nordstrom
    Sales Associate
    Nordstrom Aug 2006 - Feb 2008
    Seattle, Washington, Us
    Sales Associate, Men's Shoes Perimeter Mall location.
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  • Jos. A. Bank Clothiers
    Sales Associate
    Jos. A. Bank Clothiers 2003 - 2005
    Fremont, California, Us
    Fitted and recommended men's clothing and shoes.
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Nathan Klim Skills

Editing Journalism Microsoft Office Social Media Management Interviews Storytelling Analysis Sales Customer Service Powerpoint Public Speaking Marketing Microsoft Excel Leadership Microsoft Word Training

Nathan Klim Education Details

  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance

Frequently Asked Questions about Nathan Klim

What company does Nathan Klim work for?

Nathan Klim works for Orion Advisor Solutions

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

Nathan Klim's current role is Investment Operations Associate.

What is Nathan Klim's email address?

Nathan Klim's email address is ha****@****ail.com

What schools did Nathan Klim attend?

Nathan Klim attended Georgia State University - J. Mack Robinson College Of Business.

What are some of Nathan Klim's interests?

Nathan Klim has interest in Cooking, Latin Dance, Traveling, Pro Football, The Arts, Swimming.

What skills is Nathan Klim known for?

Nathan Klim has skills like Editing, Journalism, Microsoft Office, Social Media, Management, Interviews, Storytelling, Analysis, Sales, Customer Service, Powerpoint, Public Speaking.

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