Kevin Nolte

Role: Manager, Advanced Planning at Clearwater Capital Partners
Location: Elmhurst, IL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Kevin Nolte

Investment Advice offered through Clearwater Capital Partners a Registered Investment…

Experience

Manager, Advanced Planning
Clearwater Capital Partners
Apr 2022 — Present

Education

Marquette University
Master of Science (M.S.), Accounting
Marquette University
Bachelor of Science (BS), Accounting and Information Technology

Skills

Powerpoint
Salesforce.com
Teamwork
Accounting
Salesforce.com Development
Auditing
Microsoft Office
Leadership
Microsoft Word
Public Speaking
Research
C#
Sql
Time Management
Financial Analysis
Microsoft Excel
Access
Data Analysis
Social Media
Microsoft Access

Contact information

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Work email
•••••@ccpwealth.com
Personal email
•••••@•••••.com
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Current company

Clearwater Capital Partners

Investment Management · 33 employees · Founded 2006 · Hoffman Estates, Illinois, United States

Celebrating 20 years by reflecting on our past and looking forward to the future. Clearwater Capital Partners is a locally owned, privately held, independent wealth management firm. We are a Registered Investment Adviser regulated by the Securities Exchange Commission. Our firm provides comprehensive wealth management services to individuals, non-profit organizations, endowments, qualified plans, and successful businesses. Our services help simplify the increasing demands and complexities related to making sound financial decisions. As an independent advisory firm, we embrace the fiduciary responsibilities we have for our clients and are free to deliver solutions that we believe best reflect their unique needs. Our mission is to help our clients achieve clarity in a complex world. DISCLOSURE: Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. Clearwater Capital Partners is an Investment Advisory firm located and registered in IL.

ccpwealth.com

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