Adam Nelson Email & Phone Number
Wealth Advisor @ United Capital Financial Advisers, LLC
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Adam Nelson Location
- Seattle, WA, US
Adam Nelson Work
- Wealth Advisor @ (March 2024 - Present)
- Investment Strategist @ (December 2016 - March 2024)
- Performance Sr. Unit Manager @ (January 2015 - December 2016)
- Lead Performance Analyst @ (May 2011 - December 2014)
- Financial Advisor @ (March 2010 - March 2011)
- Analytics Analyst @ (September 2008 - April 2010)
- Intern @ (April 2007 - August 2008)
Adam Nelson Education
- University of Washington, Michael G. Foster School of Business
Bachelors (Business Administration, Finance)
2004-2008 - University of Washington
Bachelor of Arts (Business Administration, Finance)
2004-2008
Adam Nelson Summary
- Adam Nelson, based in Seattle, WA, US, is currently a Wealth Advisor at United Capital Financial Advisors, LLC. Adam Nelson brings experience from previous roles at BBJS FINANCIAL ADVISORS LLC, BNY Mellon and Edward Jones. Adam Nelson holds a 2004 - 2008 Bachelors in Business Administration, Finance @ University of Washington, Michael G. Foster School of Business. Adam Nelson has 1 emails and 1 mobile phone numbers on RocketReach.
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