Nate is a Public Finance Analyst with our Minnesota Team where he regularly assists clients with the preparation of offering documents, pre- and post-sale reports, quality control assurance and bond sale closing coordination. Prior to joining Ehlers, Nate worked as a 401k and Retirement Specialist with two national firms where his primary role was helping his clients determine their best options for account disposition, cash withdrawals and rollovers. During college, he earned a position as an Economist Intern with the Wisconsin Department of Workforce Development. He has also completed Bureau of Labor and Statistics Agent training with U.S. Bureau of Labor and Statistics.
Nate has been involved with the Scouts BSA since he was a young child. He earned his Eagle Scout in 2012 and spent many years mentoring younger scouts as a Camp Counselor and Area Director with Scouts BSA – Chippewa Valley Council. Nate lives in Minneapolis and in his free time enjoys spending time outdoors and learning new recipes to develop his culinary skills.
Areas of Expertise
- Official Statement Preparation
- Pre- & Post-Sale Reporting
- Closing Document Coordination
- Funding Coordination
- Debt Planning Assistance
- Documentation Processing
Licenses & Certifications
Securities Industry Essentials License (FINRA)
Series 7 License (inactive)
Series 63 License (inactive)
Education
Bachelor’s Degree in Economics, University of Wisconsin-Eau Claire