Nathan P. Billigmeier
Director of Research - Equity at TowerPoint Wealth LLC
Profile
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.
Nathan P. Billigmeier active positions
Companies | Position | Start |
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TowerPoint Wealth LLC
TowerPoint Wealth LLC Investment ManagersFinance TowerPoint Wealth LLC is a financial advisor and wealth management firm based in Sacramento, CA. TowerPoint Wealth LLC offers investment management, estate planning, and retirement planning services. It was founded in 2017 by Joseph Frederick Eschleman, who has been the CEO since 2017. | Director of Research - Equity | - |
Training of Nathan P. Billigmeier
The California State University | Undergraduate Degree |
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Private companies | 1 |
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TowerPoint Wealth LLC
TowerPoint Wealth LLC Investment ManagersFinance TowerPoint Wealth LLC is a financial advisor and wealth management firm based in Sacramento, CA. TowerPoint Wealth LLC offers investment management, estate planning, and retirement planning services. It was founded in 2017 by Joseph Frederick Eschleman, who has been the CEO since 2017. | Finance |
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