2024 -
2025 Partner, Director of Business Developement @
2020 -
2023 Partner, Director of Workplace Advisory @
2018 -
2020 Director of Workplace Advisory @
2014 -
2018 Investment Advisor @
2009 -
2014 Investment Analyst @
2009 -
2009 Analyst Intern @
Andrew Nelson Education
University of Oregon - Charles H. Lundquist College of Business
Executive MBA
2020
-
2022
Linfield College
Finance & Mathematics
2005
-
2009
Andrew Nelson Skills
Investments
Strategic Financial Planning
Retirement Planning
Portfolio Management
Finance
Alternative Investments
Trading
Asset Management
401k
Retirement
Mutual Funds
Wealth Management
Equities
401k Rollovers
Asset Allocation
Investment Strategies
Morningstar
Andrew Nelson Summary
Andrew Nelson, based in Lake Oswego, OR, US, is currently a Chief Executive Officer at Human Investing. Andrew Nelson brings experience from previous roles at Human Investing. Andrew Nelson holds a 2020 - 2022 Executive MBA @ University of Oregon - Charles H. Lundquist College of Business. With a robust skill set that includes Investments, Strategic Financial Planning, Retirement Planning, Portfolio Management, Finance and more. Andrew Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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