Nate Birkholz is a skilled expert, that works in Bankers Trust main office of which is in 305. on the position of Managing Director - Private Client Services from 2019. Nate gained professional experience in more than seven positions at various companies. Nate Birkholz went to the University of Nebraska College of Law and received education there from 1996 to 1998. Phoenix, Arizona is the area, where this expert was known to be situated. This person's phone number and email can be easily accessed through SoftwareOfficial on demand.
Name variants:
Nathan Birkholz
Last updated Jun 09, 2024
Contact Information
Workplace
Colleagues
Work History
Managing Director - Private Client Services
453 7Th St, Des Moines, IA 50309
from Aug 2019
President of Btc Trust Company of South Dakota
https://www.bankerstrust.com/wm/Pages/Individuals_Families/SouthDakota.aspx
from Mar 2017
Chief Fiduciary Officer
Establishing directed trust partnerships for wealthy clients.
Mar 2016 — Dec 2016
Senior Vice President and Trust Department Manager
102 east 3Rd St, Winona, MN 55987
2014 — Mar 2016
Vice President and Trust and Fiduciary Specialist
420 Montgomery St, San Francisco, CA 94129
I managed assets for nonprofit endowments and their donors.
Jul 2007 — Aug 2012
Vice President and Wealth Specialist
420 Montgomery St, San Francisco, CA 94129
2007 — 2011
Education
Occupations
Executive
Chief Executive Officer
Chairperson
Corporate Executive
Chief Executive
Skills
Estate Planning
Trust Services
Wealth Management
Retirement Planning
Asset Allocation
Mutual Funds
High Net Worth Individuals
Investment Advisory
Series 7
Asset Management
Portfolio Management
Personal Financial Planning
Investments
Charitable Gift Planning
Charitable Remainder Trusts
Charitable Gift Annuities
Charitable Trusts
Private Banking
401K
Loans
Asset Managment
Trusts
Iras
Financial Planners
Investment Management
Retirement
Wealth Management Services
Wealth
Investment Strategies
Financial Advisory
Strategic Financial Planning
Nonprofits
Non Profit Administration
Non Profit Volunteer
Non Profit Leadership
Fundraising
Charit
Fiduciary
Relationship Management
Estate Law
Charities
Estate Tax Planning
Directed Trusts
Asset Protection
Trust Management
South Dakota
FAQs about Nate Birkholz
What's the main profession of Nate Birkholz?
The expert is a Managing Director - Private Client Services.
What jobs is Nate proficient at at?
The expert is a professional such jobs as Executive and Chief Executive Officer.
Where does Nate Birkholz currently live?
Nate Birkholz currently lives in Phoenix, Arizona.
Does the expert have the email address?
np**@yahoo.com is Nate Birkholz's email address.
Where did Nate Birkholz work?
Nate worked at Bankers Trust, Btc Trust Company of South Dakota.
Where has Nate Birkholz studied?
Nate studied at the University of Nebraska College of Law from 1996 to 1998.
Are there any professional industries Nate Birkholz works in?
Nate Birkholz works in Investment Management industry.
What are professional skills of Nate Birkholz?
This person has such skills as Estate Planning, Trust Services, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, High Net Worth Individuals, and Investment Advisory.