Nate Freeman
Wealth Advisor/ Business Development Professional
- Role
- Senior Vice President, Business Development at Finspire, Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Nate Freeman
Seasoned Financial Services professional with two decades of expertise in investment management, portfolio construction, and business development. Strong background in serving corporate plan sponsors and individual investors. Dedicated to driving strategic growth and fostering lasting partnerships within the financial industry.A proven collaborator that has demonstrated a keen ability to navigate complex financial landscapes and deliver tailored solutions that meet the unique needs of my clients. This depth of experience allows me to provide insightful guidance on investment strategies, risk management, corporate and personal financial planning, helping clients optimize their portfolios to achieve their long-term goals.I have held various leadership positions where I played instrumental roles in expanding business initiatives, cultivating client relationships, and driving revenue growth.Specialties: CIMA®, CPFA®, RMA®Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA, SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Finspire, LLC are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness.
Experience
Senior Vice President, Business Development
Apr 2024 — Present · Schaumburg, IL, US
Education
Miami University
Bachelor of Science - BS, Accounting and Finance
Skills
- Investments
- Asset Allocation
- Mutual Funds
- Asset Management
- Portfolio Management
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