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Nathan Schield, CFP®

986 followers

San Diego, California, United States

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Timeline
About me
Supply Corps Officer at US Navy
Education
- Minnetonka Senior High School
  2012 - 2015
  General Studies
  Activities and Societies: Men’s Basketball, Track & Field
- University of Minnesota Duluth
  2015 - 2019
  Bachelor of Business Administration - BBA Financial Markets
  Activities and Societies: LSBE Financial Markets Program, Kirby Program Board, Student Services Fee Committee, Investment Club, Financial Planning Club, Business Tutoring, Heart of the Leader Training, Financial Peer Mentor Program, Intramural Sports Magna Cum Laude
Experience
- University of Minnesota Duluth
  May 2017 - May 2019
  - Student Equity Analyst
    Mar 2018 - May 2019
  - Finance Director - Kirby Program Board
    May 2017 - May 2019
  - Student Services Fee Committee
    May 2017 - May 2019
- CLA (CliftonLarsonAllen)
  Jun 2019 - Mar 2022
  - Wealth Advisor
    Nov 2021 - Mar 2022
  - Associate Wealth Advisor
    Jun 2019 - Nov 2021
- US Navy
  Apr 2022 - now
  - Supply Corps Officer
    Jul 2022 - now
  - Officer Candidate School
    Apr 2022 - Jul 2022
Licenses & Certifications
- Certified Financial Planner (CFP)
  CFP Board
  Mar 2022
- Series 65
  FINRA
  Sept 2019
Volunteer Experience
- CLA Wealth Advisory Champion
  Issued by Junior Achievement USA on Sept 2019
  Associated with Nathan Schield, CFP®

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