Nathan Klitzing Email & Phone Number
CEO and Principal Wealth Advisor @ Cambridge Capital Management, LLC
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Nathan Klitzing Location
- St. Louis, MO, US
Nathan Klitzing Work
- 2008 -now CEO and Principal Wealth Advisor @
- 2005 -2008 Financial Advisor @ Morgan Keegan & Company, Inc.
- 2004 -2005 Portfolio Manager and Investment Specialist @
Nathan Klitzing Education
- Southern Illinois University, Carbondale
B.S. (Finance)
2000-2004
Nathan Klitzing Skills
- Wealth Management
- Retirement Planning
- Investment Advisory
- Portfolio Management
- Strategic Financial Planning
- Securities
- Asset Allocation
- Asset Management
- Alternative Investments
- Investments
- Investment Management
- Strategic Financial
- Leadership
- Administrative Assistance
- Solution Selling
- Team Building
- Immigration Law
- PowerPoint
- Secretarial Skills
- Calendaring
- Blackbaud
- Accounting
- MPLS
- Raiser's Edge
- B2b
- Diary Management
- VoIP
- General Administration
- Expenses
- Sales
- Lotus Notes
- Networking
- Spreadsheets
- Office Management
- Audio Typing
- Office Administration
- Administrative Assistants
- Strategic Planning
- SIP
- Web Hosting
- Receptionist Duties
- Outlook
- Administartion
- Direct Sales
- Nonprofit Organizations
- Microsoft Office
- Microsoft Word
- Travel Arrangements
- Microsoft Excel
- New Business Development
- Managed Services
- Administration
- Managed Hosting
- Time Management
- Microsoft Outlook
- Customer Service
- DMS
- File Management
- Confidentiality
- Legal Documents
- Invoicing
- SIP Trunking
- Management
- Database Design
- Filing
- Wireless
- Unified Communications
- Co Location
- Database Administration
Nathan Klitzing Summary
- Nathan Klitzing, based in St. Louis, MO, US, is currently a CEO and Principal Wealth Advisor at Cambridge Capital Management, LLC. Nathan Klitzing brings experience from previous roles at Morgan Keegan & Company, Inc. and Bernardi Securities, Inc.. Nathan Klitzing holds a 2000 - 2004 B.S. in Finance @ Southern Illinois University, Carbondale. With a robust skill set that includes Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Strategic Financial Planning and more. Nathan Klitzing has 4 emails and 2 mobile phone numbers on RocketReach.
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