Nate W.

Nate W. has extensive experience in portfolio management and financial analysis, currently serving as a Portfolio Administrator at Accredited Investors Wealth Management® since July 2014. In this role, Nate W. specializes in portfolio management and accounting systems, including Tamarac and PortfolioCenter, while handling mutual fund, fixed income, and equity trading, trade reconciliation, portfolio reconciliation, and performance reporting. Prior experience includes working as a Research & Operations Assistant at Blue Water Capital Advisors and as a Student Equity Analyst at The Bulldog Fund, LLC, with a focus on equity research in the energy sector. Nate W. also served in the United States Air Force from 2007 to 2011 in air cargo and logistics. Educational qualifications include a Bachelor of Business Administration in Finance with a focus on Financial Markets from the University of Minnesota-Duluth and an Associate of Science in Air Transportation from the Community College of the Air Force.