Causey Demgen & Moore, Denver, CO

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updated more than 2 years ago

Description

Nathanael A. Koch, Financial Planning & Investment Advisory Practice Leader, joined CAUSEY as a manager in 2007. His prior experience includes nine years with a Denver-based Investment Advisory and Financial Planning firm.
Nathanael holds an MBA with an emphasis in Investment Management. Nathanael's background includes experience in the following areas: Functional - investment advisory services, assists individuals in the development of investment plans, and in the supervision and management of investment portfolios, personal financial planning - assists individuals in the development of personal financial plans on a comprehensive or segmented basis, income tax planning and compliance officer.
Industries - primary emphasis on small business, professional practices and individuals. Contact: [email protected] (303) 567-8175 vCard.


Keywords
Accountant, Accounting Services, CPA, finance, Casuey
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