Advisor Transition/Recruiting Associate
Tate Krumwiede joined The Leaders Group in April of 2017. Tate is our Transition Lead in the Accounts Management department. He is the point man for all new representatives transitioning into The Leaders Group, including assistance with systems training, fielding questions regarding new account forms, and welcoming you to TLG. Tate’s primary responsibility is to ensure the transition process is quick and seamless for you and your clients.
His five years in the banking industry has provided him with the knowledge and skills necessary to adapt to different situations, learn new skills quickly, and get the job done; all accompanied by exceptional customer service. During his tenure in the banking industry, Tate acquired his Nationwide Mortgage Licensing System license as well as becoming a Notary Public of the State of Colorado. Tate has since been proactive in broadening his knowledge & understanding of the financial industry, quickly earning his life & health insurance license and further pursuing additional FINRA licenses.
Born and raised in the Northern Midwest, Tate made the move to the beautiful state of Colorado in January of 2016. Before moving, Tate studied Business Administration and Marketing at Minnesota State University-Moorhead. In his free time, he enjoys hitting the slopes, spending time with friends and family, golfing, and playing volleyball