Bryan Nelson Email & Phone Number
Regional Vice President, Wealth Management Consultant @ Financial Services Company
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Bryan Nelson Location
- Boston, MA, US
Bryan Nelson Work
- 2015 -now Regional Vice President, Wealth Management Consultant @
- 2006 -2014 Regional Vice President, Asset Management @
- 2003 -2005 Regional Sales Director @
- 2002 -2003 Corporate Action Specialist @
Bryan Nelson Education
- The Wharton School
Certified Investment Management Analyst prgram
2019-2019 - Saint Michael's College
BS (Business Administration)
1997-2001 - Wellesley High School 1993-1997
Bryan Nelson Skills
- Mutual Funds
- Series 7
- Asset Managment
- Series 63
- Separately Managed Accounts
- Asset Management
- Alternative Investments
- Asset Allocation
- ETFs
- Financial Advisory
- Leadership
- Portfolio Management
- Marketing
- Sales Management
- Customer Service
- Healthcare Information Technology
- Healthcare
- Account Management
- Sales
- HIPAA
- EHR
- Strategic Planning
- Public Speaking
- Interoperability
- HL7
- Business Analysis
- Direct Sales
- Project Management
Bryan Nelson Summary
- Bryan Nelson, based in Boston, MA, US, is currently a Regional Vice President, Wealth Management Consultant at Ameriprise Financial Services, Inc.. Bryan Nelson brings experience from previous roles at Columbia Management and Brown Brothers Harriman. Bryan Nelson holds a 2019 - 2019 Certified Investment Management Analyst prgram @ The Wharton School. With a robust skill set that includes Mutual Funds, Series 7, Asset Managment, Series 63, Separately Managed Accounts and more. Bryan Nelson has 3 emails and 1 mobile phone numbers on RocketReach.
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