Profil
Mr. Nathan P.
Billigmeier is a Director of Research & Analytics at TowerPoint Wealth LLC.
He has been working in the financial services industry since 2002, bringing more than 15 years of experience to Towerpoint Wealth.
Mr. Billigmeier started working at TowerPoint in October of 2011, and now manages Towerpoint Wealth’s investment research and technology platforms.
In addition to coordinating client reporting and analytics, he is Towerpoint Wealth’s “tech guru,” assisting both staff and clients with any issue relating to computers, phones, tablets, email, software, and hardware.
He also spends time researching and consulting on the design and implementation of available investment products and solutions, including portfolio model management as well as strategic and tactical rebalancing.
Mr. Billigmeier began his career as a teller for Wells Fargo Bank, and quickly advanced to the role of personal banker one year later.
He transitioned to the wealth management and investment industry in 2010, where he interned as an analyst for Wells Fargo Advisors while completing his Bachelor of Science Degree.
He holds a Bachelor’s Degree in Economics and a minor in Business Administration from California State University, Sacramento where he graduated in 2010.
Postes actifs de Nathan P. Billigmeier
| Sociétés | Poste | Début |
|---|---|---|
TowerPoint Wealth LLC
TowerPoint Wealth LLC Investment ManagersFinance TowerPoint Wealth customizes and tailors a strategic asset allocation based on their clients’ unique needs, goals, tax situation, and tolerance for inevitable market volatility. | Directeur de la Recherche - Actions | - |
Formation de Nathan P. Billigmeier
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
The California State University
The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TowerPoint Wealth LLC
TowerPoint Wealth LLC Investment ManagersFinance TowerPoint Wealth customizes and tailors a strategic asset allocation based on their clients’ unique needs, goals, tax situation, and tolerance for inevitable market volatility. | Finance |
















