Nate Ohlinger is a qualified expert, that works in Northern Trust Wealth Management main office of which is in 226. as a Vice President - Wealth Advisor and Regional Director of Gdwm since 2018. Nate Ohlinger has earned professional experience in more than seven positions at various companies. Nate Ohlinger went to the Southern Methodist University and got education from 2012 to 2012. Nate Ohlinger has the following professional qualifications: Cfp, License 183171, and Cfp Board, License 183171. Dallas, Texas is the city, where this professional was lastly known to settle. This person's email address and phone number are accessed through this website on demand.
Name variants:
Nathan Ohlinger
Contact Information
Last Update
Jul 11, 2022
Email
n.**@gmail.com, nw**@gmail.com
Location
Dallas, TX
Company
Workplace
Vice President - Wealth Advisor and Regional Director of Gdwm
Industry
Financial Services
Colleagues
Work History
Vice President - Wealth Advisor and Regional Director of Gdwm
50 south La Salle St, Chicago, IL 60603
from Jun 2018
Second Vice President and Associate Wealth Advisor
50 south La Salle St, Chicago, IL 60603
Spearheaded development and implementation of Goals Driven Investing proprietary app as a financial planning tool for Dallas Wealth Management clients. Acting local Change Management Advisor...
May 2013 — Oct 2017
Investments Officer
5045 Lorimar Dr SUITE 200, Plano, TX 75093
Working to be the best financial steward of your investments in order to help you reach your personal and financial goals. Offering independent advice, with a sensible approach.
Apr 2010 — Apr 2013
Business Analyst
Dayton, OH
Helping small businesses develop and imporve their business plans, business strategies and business models in order to secure outside financing through different types of investors.
Aug 2008 — May 2010
Research and Process Improvement Specialist
864 Spring St northwest, Atlanta, GA 30308
Worked for services section investigating ways to improve data collection processes from NCR vendors around the world as well as data tracking and distribution techniques. Involved in writin...
May 2009 — Sep 2009
International Fraud and Loss Prevention Specialist
Columbus, OH
Worked in DTC department. Provided in-depth analysis of customer buying habits to detect trends.
Directly prevented future fraudulent activity. Worked on behalf of customer service.
Perso...
May 2008 — Aug 2008
Client Services Project Coordinator
255 Fiserv Dr, Brookfield, WI 53045
Worked in Client Services department with six group managers.
Worked on projects for Bank of America, Wachovia and US Bank.
Developed an internal data base and project evaluation systems ...
Jun 2007 — Aug 2007
Education
2012 — 2012
2006 — 2010
Occupations
Executive
Vice President
Region Manager
Advisor
Accountant
Finance and Accounting Specialist
Supporting Member
Chief Executive
Area Manager
Managers
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Customer Service
Process Improvement
Financial Analysis
Sales
Strategic Planning
Microsoft Excel
Finance
Microsoft Office
Data Analysis
Project Management
Team Leadership
Time Management
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