Nate Freeman

Nate Freeman Wealth Adviser/ Business Development Professional Greater Chicago Area Summary Specialties: CIMA®, CPFA®, RMA® Experience Karma Financial Chief Executive Officer October 2022 – Present (9 months) Chicago, Illinois, United States ur lab Business Development & Consulting February 2022 – Present (1 year 5 months) Greater Chicago Area Ur Lab has streamlined a turnkey process that enables physicians to bring Molecular PCR Based Testing in house with ease. The way we see it, your patients should equal your profits. Not the other way around. We represent an incredible team of 18 PhD’s and molecular scientists working to advance molecular diagnostics. They do this by developing, producing, and supplying multiplex assays for molecular testing and research. Providing hands-on consulting services that guide physicians through the process from conception, installation, validation, inspection, on-site training and continued support. Once the POL (Physician Office Laboratory) is up and running, our concierge service continues. We provide something unlike anyone else with our ready to run, custom plated assays in convenient break away plates, which provides maximum flexibility at the point of care. Our assays are currently being used in over 150 Physician Office Laboratories throughout the US and we will be approaching 250 by the end of year 2022. We primarily supply physician office labs, but we also service reference labs who are seeing high velocity volume based on today’s state of affairs in Page 1 of 3 healthcare and the COVID epidemic. We have 1 particular reference lab in Chicago, Illinois that is currently running 100,000 tests per month on average. This is a 1-2-3-4 punch. Including immediate diagnosis, enhanced patient engagement, faster treatment decisions, and quicker medication adjustments. Rudwall Wealth Management LLC Wealth Adviser January 2022 – Present (1 year 6 months) Chicago, Illinois, United States Public Markets – Wealth & Traditional Investment Advisory Family Offices – Structures, Strategies, Tactics Private Markets – Private Equity, Venture Capital, M&A Advisory Wealth Management Group LLC Wealth Advisor November 2020 – January 2022 (1 year 3 months) Barrington Hills, Illinois, United States Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Wealth Management Group LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. American Century Investments Vice President, Wealth Management Specialist November 2016 – November 2020 (4 years 1 month) DoubleLine Group LP Relationship Manager Intermediary Midwest October 2015 – September 2016 (1 year) Page 2 of 3 Fidelity Investments Vice President April 2010 – October 2015 (5 years 7 months) Wells Fargo Regional Director January 2007 – April 2010 (3 years 4 months) Goldman Sachs Asset Management Regional Director January 2005 – January 2007 (2 years 1 month) Calamos Investments Senior Regional Associate-Sales October 2001 – November 2004 (3 years 2 months) Arthur Andersen LLP Senior Consultant May 1998 – August 2001 (3 years 4 months) Education Miami University B.S., Accounting, Finance · (1993 – 1997)