Nate Birkholz
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Nate Birkholz Email & Phone Number

Director of Business Development at Dew Wealth Management
Location: Scottsdale, Arizona, United States 9 work roles 4 schools
1 work email found @dewwealth.com 8 phones found area 507, 608, 952, 402, and 651 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email n****@dewwealth.com
Direct phone (507) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Dew Wealth Management
Role
Director of Business Development
Location
Scottsdale, Arizona, United States
Company size
36 employees

Who is Nate Birkholz? Overview

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Quick answer

Nate Birkholz is listed as Director of Business Development at Dew Wealth Management, a with 36 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at dewwealth.com, phone signal with area code 507, 608, 952, 402, 651, and a matched LinkedIn profile for Nate Birkholz.

Nate Birkholz previously worked as Senior Advisor at Dew Wealth Management and Managing Director - Private Client Services at Bankers Trust. Nate Birkholz holds J.D., Law from University Of Nebraska College Of Law.

Company email context

Email format at Dew Wealth Management

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{first}@dewwealth.com
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AeroLeads found 1 current-domain work email signal for Nate Birkholz. Compare company email patterns before reaching out.

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Profile bio

About Nate Birkholz

Experienced leader with a demonstrated history of providing trustee and investment services to Family Wealth clients. Strong business development professional with a J.D. from the University of Nebraska College of Law. Skilled in Investment Management Trusts, Asset Management, Directed Trusts, Asset Protection, Estate Planning and Succession Planning.

Listed skills include Estate Planning, Trust Services, Wealth Management, Retirement Planning, and 42 others.

Current workplace

Nate Birkholz's current company

Company context helps verify the profile and gives searchers a useful next step.

Dew Wealth Management
Dew Wealth Management
Director of Business Development
Scottsdale, AZ, US
Website
dewwealth.com
Employees
36
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Company profile
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9 roles · 20 years

Nate Birkholz work experience

A career timeline built from the work history available for this profile.

Managing Director - Private Client Services

Bankers Trust

Phoenix, Arizona Area

Aug 2019 - Nov 2021

President Of Btc Trust Company Of South Dakota

Btc Trust Company Of South Dakota

Sioux Falls, South Dakota Area

https://www.bankerstrust.com/wm/Pages/Individuals_Families/SouthDakota.aspx

Mar 2017 - Nov 2021

Chief Fiduciary Officer

Discipline Advisors, Inc.

Mankato, Mn

Establishing directed trust partnerships for wealthy clients.

Mar 2016 - Dec 2016

Vice President / Trust Officer

Eastwood Bank

Rochester, Minnesota Area

Aug 2012 - 2014

Vice President / Trust And Fiduciary Specialist

Wells Fargo

I managed assets for nonprofit endowments and their donors.

Jul 2007 - Aug 2012

Vice President / Wealth Specialist

Wells Fargo
2007 - 2011 ~4 yrs
Team & coworkers

Colleagues at Dew Wealth Management

Other employees you can reach at dewwealth.com. View company contacts for 36 employees →

SR Santiago Rosas Santiago Rosas Colleague at Dew Wealth ManagementPhoenix, Arizona, United States View → SC Sandi Curto Sandi Curto Colleague at Dew Wealth ManagementScottsdale, Arizona, United States View → JK Justin Kowalski Justin Kowalski Colleague at Dew Wealth ManagementDetroit Metropolitan Area, United States View → SM Stephen Mandracchia, Cfp®, Ea Stephen Mandracchia, Cfp®, Ea Colleague at Dew Wealth ManagementPhoenix, Arizona, United States View → SA Sean Amato Sean Amato Colleague at Dew Wealth ManagementNew York City Metropolitan Area, United States View → JE Justin E. Crawford Justin E. Crawford Colleague at Dew Wealth ManagementGreater Philadelphia, United States View → CB Carter Bennett, Cfp®, Mba, Ea Carter Bennett, Cfp®, Mba, Ea Colleague at Dew Wealth ManagementScottsdale, Arizona, United States View → BL Beatrice Levicoff Beatrice Levicoff Colleague at Dew Wealth ManagementLititz, Pennsylvania, United States View → KQ Kolton Quitno, Cfp® Kolton Quitno, Cfp® Colleague at Dew Wealth ManagementPhoenix, Arizona, United States View → BT Bryce Thompson, Cfp® Bryce Thompson, Cfp® Colleague at Dew Wealth ManagementKnightdale, North Carolina, United States View →
4 education records

Nate Birkholz education

High School Diploma, High School/Secondary Diplomas And Certificates

St. Croix Lutheran
FAQ

Frequently asked questions about Nate Birkholz

Quick answers generated from the profile data available on this page.

What company does Nate Birkholz work for?

Nate Birkholz works for Dew Wealth Management.

What is Nate Birkholz's role at Dew Wealth Management?

Nate Birkholz is listed as Director of Business Development at Dew Wealth Management.

What is Nate Birkholz's email address?

AeroLeads has found 1 work email signal at @dewwealth.com for Nate Birkholz at Dew Wealth Management.

What is Nate Birkholz's phone number?

AeroLeads has found 8 phone signal(s) with area code 507, 608, 952, 402, 651 for Nate Birkholz at Dew Wealth Management.

Where is Nate Birkholz based?

Nate Birkholz is based in Scottsdale, Arizona, United States while working with Dew Wealth Management.

What companies has Nate Birkholz worked for?

Nate Birkholz has worked for Dew Wealth Management, Bankers Trust, Btc Trust Company Of South Dakota, Discipline Advisors, Inc., and Merchants Bank Na.

Who are Nate Birkholz's colleagues at Dew Wealth Management?

Nate Birkholz's colleagues at Dew Wealth Management include Santiago Rosas, Sandi Curto, Justin Kowalski, Stephen Mandracchia, Cfp®, Ea, and Sean Amato.

How can I contact Nate Birkholz?

You can use AeroLeads to view verified contact signals for Nate Birkholz at Dew Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Nate Birkholz attend?

Nate Birkholz holds J.D., Law from University Of Nebraska College Of Law.

What skills is Nate Birkholz known for?

Nate Birkholz is listed with skills including Estate Planning, Trust Services, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, High Net Worth Individuals, and Investment Advisory.

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