Nate Baumann Email & Phone Number
Financial Planner and Partner @ Lorence & VanderZwart
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Nate Baumann Location
- Holland, MI, US
Nate Baumann Work
- 2007 -now Financial Planner and Partner @
- 2007 -now Portfolio Counselor and Partner @
Nate Baumann Education
- Michigan State University - The Eli Broad College of Business
Master of Business Administration (MBA)
2015-2017 - Grand Valley State University
Bachelor's Degree (Finance)
2005-2008 - Holland Christian Schools
Nate Baumann Skills
- Investment Strategies
- Investment Advisory
- Securities
- Life Insurance
- Holistic Financial Planning
- Practice Management
- Customer Service
- Financial Reporting
- Change Management
- Finance
- Mergers and Acquisitions
- Capital Markets
- Financial Services
Nate Baumann Summary
- Nate Baumann, based in Holland, MI, US, is currently a Financial Planner and Partner at LVZ Financial Planning. Nate Baumann brings experience from previous roles at LVZ Investment Management. Nate Baumann holds a 2015 - 2017 Master of Business Administration (MBA) @ Michigan State University - The Eli Broad College of Business. With a robust skill set that includes Investment Strategies, Investment Advisory, Securities, Life Insurance, Holistic Financial Planning and more. Nate Baumann has 1 emails and 2 mobile phone numbers on RocketReach.
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