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Nathan Klim Email & Phone Number
Investment Operations Associate
at
Orion Advisor Solutions
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✓ Verified Jun 2026
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Current company
Role
Investment Operations Associate
Location
Tampa, Florida, United States
Who is Nathan Klim? Overview
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Quick answer
Nathan Klim is listed as Investment Operations Associate at Orion Advisor Solutions, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Nathan Klim.
Nathan Klim previously worked as Investment Operations Associate at Instrumental Wealth and Trading/Tax Optimization Subject Matter Expert at Orion Advisor Solutions. Nathan Klim holds Bba, Finance from Georgia State University - J. Mack Robinson College Of Business.
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Email format at Orion Advisor Solutions
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Orion Advisor Solutions
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Profile bio
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.
Listed skills include Editing, Journalism, Microsoft Office, Social Media, and 13 others.
Current workplace
Nathan Klim's current company
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13 roles · 23 years
Nathan Klim work experience
A career timeline built from the work history available for this profile.
Investment Operations Associate
Current
Mar 2023 - Present
Trading/Tax Optimization Subject Matter Expert
Orion Advisor Solutions
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
Apr 2021 - Apr 2023
Trader
Mccormack Financial Planning
Sep 2018 - Apr 2021
Securities Trader
Sep 2015 - Sep 2018
Sales/Support
2014 - 2016
~2 yrs
Equity Trader
Jp Turner & Company
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.
Apr 2015 - Sep 2015
Hiring Assistant
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.
Mar 2014 - Mar 2015
News Director
Wras Atlanta
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.
May 2011 - Dec 2013
Bartender
Buffalo Wild Wings
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.
Sep 2008 - Jun 2012
News Team
Wras-Atlanta
Compile and edit stories from the AP news wire and report them on air.
Aug 2009 - May 2011
Aug 2006 - Feb 2008
2003 - 2005
~2 yrs
1 education record
Nathan Klim education
-
Georgia State University - J. Mack Robinson College Of Business
FAQ
Frequently asked questions about Nathan Klim
Quick answers generated from the profile data available on this page.
What company does Nathan Klim work for?
Nathan Klim works for Orion Advisor Solutions.
What is Nathan Klim's role at Orion Advisor Solutions?
Nathan Klim is listed as Investment Operations Associate at Orion Advisor Solutions.
Where is Nathan Klim based?
Nathan Klim is based in Tampa, Florida, United States while working with Orion Advisor Solutions.
What companies has Nathan Klim worked for?
Nathan Klim has worked for Orion Advisor Solutions, Instrumental Wealth, Mccormack Financial Planning, The Strategic Financial Alliance, and Sterling Distributors.
How can I contact Nathan Klim?
You can use AeroLeads to view verified contact signals for Nathan Klim at Orion Advisor Solutions, including work email, phone, and LinkedIn data when available.
What schools did Nathan Klim attend?
Nathan Klim holds Bba, Finance from Georgia State University - J. Mack Robinson College Of Business.
What skills is Nathan Klim known for?
Nathan Klim is listed with skills including Editing, Journalism, Microsoft Office, Social Media, Management, Interviews, Storytelling, and Analysis.
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