Consultant
Current
Dec 2024 - Present
AeroLeads people directory · profile
Nick Walter Email & Phone Number
Consultant
at
Keystone AI
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Consultant
Location
San Francisco, California, United States
Company size
Who is Nick Walter? Overview
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Quick answer
Nick Walter is listed as Consultant at Keystone AI, a with 156 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Nick Walter.
Nick Walter previously worked as Associate at Morgan Stanley and Registered Client Associate at Rbc Wealth Management. Nick Walter holds Master'S Degree, Econometrics And Quantitative Economics from California Polytechnic State University-San Luis Obispo.
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Email format at Keystone AI
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Keystone AI
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Profile bio
About Nick Walter
Graduate of the Master of Science in Quantitative Economics (MSQE) program at Cal Poly in San Luis Obispo, CA. Curriculum had an emphasis on advanced econometrics, economic theory, and data analysis. I love reading and learning about a wide range of topics. From my formal study of economics to personal interests in physics, statistics, astronomy, sports analytics and other subjects, I enjoy gaining a deeper understanding of everything around me. I partake in outdoor hobbies and sports like waterpolo, basketball, triathlons, hiking, disc golf, and other physical activities. I have played on sports teams my entire life and also enjoy staying active in competitive settings. My main passions are in mathematics, economics, statistics, and is why I have gained a higher education in these subjects. I hope to continue using the skill and love for these fields in my future careers.
Current workplace
Nick Walter's current company
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Keystone Ai
6 roles
Nick Walter work experience
A career timeline built from the work history available for this profile.
Associate
- Large team of over 10 focused on UHNW individuals and families- Report directly to financial advisor ranked in the top 30 of Morgan Stanley's 16,000+ wealth advisors- Lead team which prepared and presented total wealth planning reports and plans for clients- Part of asset allocation team which uses client risk profile and goals to calculate optimal allocation ofinvestments- Proficient in equity and fixed income trade execution- Serve as a key point of contact for day-to-day client service needs- Lead team responsible for acquisition of E*TRADE clients. Included initial meetings, portoflio analysisand recommendations
Jan 2022 - Nov 2024
Registered Client Associate
- Extremely small team focused on UHNW clients with over $800m in AUM- Spearheaded onboarding of over 100 new client accounts, including performance reporting and presentations of accounts- Contributed to due diligence of prospective funds and fund managers- Variety of clients led toexposure in trust and estate planning, 10b5-1 plans, IPOs via SPACs, speciallending, LLC plans etc.- Recommend new investment ideas to FA for specific clients, including equity, fixed income, andalternative investments- Formed relationships and developed rapport with clients overmany interactions and specific clientneeds
Oct 2020 - Jan 2022
Msqe Student Ambassador
Promote MSQE program to prospective studentsHost information sessions with the program director and individually
Oct 2019 - Oct 2020
Tasting Room Associate
Serve customers current wine selection and answer questions related to wines and winemaking
Apr 2019 - Oct 2020
Facility Supervisor - Recreation Center
Maintained a safe environment at University Rec CenterManaged other Rec Center employees
Jan 2017 - Jun 2018
Team & coworkers
Colleagues at Keystone AI
Other employees you can reach at keystonestrategy.com. View company contacts for 156 employees →
NB
Norris Blossom
Colleague at Keystone AiBoston, Massachusetts, United States
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PC
Pukitta Chunsuttiwat
Colleague at Keystone AiMadison, Wisconsin, United States
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LW
Lori Watson
Colleague at Keystone AiPhiladelphia, Pennsylvania, United States
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CM
Christian Metzger
Colleague at Keystone AiNew York, United States
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JO
Jhonny Ortiz
Colleague at Keystone AiMaracaibo, Zulia State, Venezuela, Bolivarian Republic Of
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JM
Jorge Mesías Moreno
Colleague at Keystone AiKing Of Prussia, Pennsylvania, United States
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JM
James Mulcahy
Colleague at Keystone AiBoston, Massachusetts, United States
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RD
Ramos Danniel
Colleague at Keystone AiWest Orange, New Jersey, United States
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MS
Mira Sands
Colleague at Keystone AiNew York, United States
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RD
Ronald Dauro
Colleague at Keystone AiDeposit, New York, United States
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Norris Blossom
Colleague at Keystone AiBoston, Massachusetts, United States
View →
PC
Pukitta Chunsuttiwat
Colleague at Keystone AiMadison, Wisconsin, United States
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LW
Lori Watson
Colleague at Keystone AiPhiladelphia, Pennsylvania, United States
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CM
Christian Metzger
Colleague at Keystone AiNew York, United States
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JO
Jhonny Ortiz
Colleague at Keystone AiMaracaibo, Zulia State, Venezuela, Bolivarian Republic Of
View →
JM
Jorge Mesías Moreno
Colleague at Keystone AiKing Of Prussia, Pennsylvania, United States
View →
JM
James Mulcahy
Colleague at Keystone AiBoston, Massachusetts, United States
View →
RD
Ramos Danniel
Colleague at Keystone AiWest Orange, New Jersey, United States
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MS
Mira Sands
Colleague at Keystone AiNew York, United States
View →
RD
Ronald Dauro
Colleague at Keystone AiDeposit, New York, United States
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2 education records
Nick Walter education
Master'S Degree, Econometrics And Quantitative Economics
Bachelors, Economics
FAQ
Frequently asked questions about Nick Walter
Quick answers generated from the profile data available on this page.
What company does Nick Walter work for?
Nick Walter works for Keystone AI.
What is Nick Walter's role at Keystone AI?
Nick Walter is listed as Consultant at Keystone AI.
Where is Nick Walter based?
Nick Walter is based in San Francisco, California, United States while working with Keystone AI.
What companies has Nick Walter worked for?
Nick Walter has worked for Keystone Ai, Morgan Stanley, Rbc Wealth Management, Cal Poly Associated Students, Inc, and Chronic Cellars.
Who are Nick Walter's colleagues at Keystone AI?
Nick Walter's colleagues at Keystone AI include Norris Blossom, Pukitta Chunsuttiwat, Lori Watson, Christian Metzger, and Jhonny Ortiz.
How can I contact Nick Walter?
You can use AeroLeads to view verified contact signals for Nick Walter at Keystone AI, including work email, phone, and LinkedIn data when available.
What schools did Nick Walter attend?
Nick Walter holds Master'S Degree, Econometrics And Quantitative Economics from California Polytechnic State University-San Luis Obispo.
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