Nick Mohlmann
About Nick Mohlmann
Nick Mohlmann is a Financial Analyst currently employed at Navitus Health Solutions since 2023. He has a diverse background in finance and business management, having held various positions at organizations such as Edgewood Campus School, CUNA Mutual Group, and Ameriprise Financial Services.
Current Role at Navitus Health Solutions
Nick Mohlmann currently serves as a Financial Analyst at Navitus Health Solutions, a position he has held since 2023. In this role, he applies his analytical skills to support financial decision-making processes within the organization. His responsibilities include analyzing financial data, preparing reports, and assisting in budget management to ensure the company's financial health.
Previous Experience in Financial Services
Prior to his current role, Nick Mohlmann gained extensive experience in the financial services industry. He worked as a Wealth Strategist at Atlatl Advisers from 2021 to 2022, focusing on developing financial strategies for clients. He also served as an Executive Benefits Coordinator at CUNA Mutual Group for five months in 2022, where he managed executive benefit plans. His earlier role as a Client Service Associate at Ameriprise Financial Services lasted for one year from 2020 to 2021.
Education and Academic Background
Nick Mohlmann earned a Bachelor of Science degree in Economics with a math emphasis from the University of Wisconsin-Madison. He attended the university from 2013 to 2017, completing his studies in four years. This educational background provided him with a solid foundation in economic principles and quantitative analysis, which he utilizes in his professional roles.
Career Development and Early Roles
Nick Mohlmann began his career in finance as a Private Wealth Management Intern at Baird in 2016, where he gained valuable insights into wealth management practices over a seven-month period. Following this internship, he took on the role of Business Manager at Edgewood Campus School from 2017 to 2020, where he managed financial operations and contributed to the school's financial planning efforts.