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CW

Crystal Walter

Trading and Risk Specialist at Nations Financial Group Inc. /ia/ /adv

Cedar Rapids, IA , United States

About

Crystal Walter is a Trading and Risk Specialist at Nations Financial Group, Inc. in Cedar Rapids, IA, where she applies extensive expertise in trading operations, risk analysis, and compliance to support investment strategy execution and mitigate risk for both firm and advisor portfolios. Her primary focus involves the oversight of trade management and risk controls across multi-asset portfolios, with a special emphasis on equities, fixed income, and alternative investments, ensuring adherence to best practices and regulatory standards.

Prior to joining Nations Financial Group, Crystal held supervisory and analytical roles at Northwestern Mutual, including Associate Director of Supervision and Financial Planning Analyst, where she developed robust experience in compliance, supervisory procedures, and portfolio monitoring over a span of six years. Her career has equipped her with a practical understanding of both risk management frameworks and the diverse operational needs of investment advisory services.

Crystal holds a Bachelor's degree in International/Global Studies from the University of Iowa. Recognized for her analytical acumen and commitment to service-oriented investment risk management, she contributes to the advancement of professional standards within the financial services sector in Iowa and beyond.

Career History

OrganizationRoleDate RangeDetails
Nations Financial Group, IncTrading and Risk SpecialistMar 2025 to Present
Securities and Advisory Services offered through Nations Financial Group, Inc.(NFGI), 3925 Fountains Blvd NE, Suite 200 Cedar Rapids, IA, 52411 member FINRA/SIPC, a Registered Investment Adviser. Nati...
Northwestern MutualAssociate Director of SupervisionJul 2021 to Apr 2025
I'm passionate about helping teams be efficient while navigating the changes of regulations and new standards.
Northwestern MutualFinancial Planning AnalystApr 2020 to Jul 2021
West Side Transport IncRecruiterFeb 2018 to Apr 2020
•Present direct recruiting at schools for recent graduates and develop relationships with school directors •Manage new leads, maintain excellent communication and recruit for multiple positions
Northwestern MutualFinancial AdvisorFeb 2017 to Feb 2018
I love to ask people the tough questions to truly understand their personal financial goals and how I can become an intricate part of attaining them. I take a holistic approach to financial planning t...
TransamericaAnnuity SpecialistOct 2014 to Feb 2017
I work with clients and agents from across the country. I answer their difficult questions regarding their complex investments in Transamerica's Annuity Products. I build relationships with our clien...
Girl Scouts of Eastern Iowa & Western IllinoisLeadership Experience ManagerMay 2013 to Oct 2014
• Organize and manage over 150 leadership based programs throughout the Corridor • Cultivate positive relationships with community partners to increase future programming • Plan and manage all council...
AmeriCorpsYouth Programs ManagerSep 2011 to Sep 2012
• Promoted a positive, healthy environment to encourage skill development and social growth • Designed and manage all youth programming for low income, at-risk youth • Created a financial literacy adu...
University of Iowa Office of Study AbroadPeer AdvisorAug 2009 to Sep 2009
• Discussed with students their various objectives for studying abroad through asking thought provoking questions to better understand their goals • Gained lots of office knowledge and computer skill...

Education

University of Iowa

Bachelor's Degree, International/Global Studies

2007 2011

Pella Community High School

High School

2004 2007

Others at Nations Financial Group Inc. /ia/ /adv (2)

NameRoleLocation
A
Aaron Tank
Trading and Risk SpecialistCedar Rapids, IA , United States
Craig Schlueter
Craig Schlueter
Risk and Trading SpecialistCedar Rapids, IA , United States

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