Nick Walter Email and Phone Number
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.
Keystone Ai
View- Website:
- keystonestrategy.com
- Employees:
- 156
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ConsultantKeystone Ai Dec 2024 - PresentSan Francisco, California, United States -
AssociateMorgan Stanley Jan 2022 - Nov 2024San Francisco, California, United States- 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 -
Registered Client AssociateRbc Wealth Management Oct 2020 - Jan 2022San Francisco, California, United States- 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 -
Msqe Student AmbassadorCal Poly Associated Students, Inc Oct 2019 - Oct 2020Promote MSQE program to prospective studentsHost information sessions with the program director and individually -
Tasting Room AssociateChronic Cellars Apr 2019 - Oct 2020Paso Robles, CaliforniaServe customers current wine selection and answer questions related to wines and winemaking -
Facility Supervisor - Recreation CenterCal Poly Associated Students, Inc Jan 2017 - Jun 2018San Luis Obispo, California AreaMaintained a safe environment at University Rec CenterManaged other Rec Center employees
Nick Walter Education Details
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Econometrics And Quantitative Economics
Frequently Asked Questions about Nick Walter
What company does Nick Walter work for?
Nick Walter works for Keystone Ai
What is Nick Walter's role at the current company?
Nick Walter's current role is Consultant at Keystone.
What schools did Nick Walter attend?
Nick Walter attended California Polytechnic State University-San Luis Obispo, California Polytechnic State University-San Luis Obispo.
Who are Nick Walter's colleagues?
Nick Walter's colleagues are Lisa Gannon, Sue Porter (Also Susan Mcconnaughy Porter), Jorge Ramírez, Jill Furzer, Purav Jariwala, Sam N., Waqas Alam.
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Nick Walter
Communications Strategist At Central Arizona Project;Owner, Walterations Media And Walteroutdoors.ComGreater Phoenix Area5azgfd.gov, yahoo.com, islander.org, bradenton.com, cap-az.com1 +160294XXXXX
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