Carl Nelson Email & Phone Number
President @ Wealthspire Advisors
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Carl Nelson Location
- New York, NY, US
Carl Nelson Work
- 2025 -now President @
- 2001 -2013 Senior Vice President, Mergers and Acquisitions @
Carl Nelson Education
- Fordham Gabelli School of Business
MBA (Accounting)
1994-1996 - Syracuse University - Martin J. Whitman School of Management 1988-1992
Carl Nelson Skills
- Strategic Financial Planning
- Mergers
- Mergers & Acquisitions
- Securities
- Due Diligence
- Valuation
- Financial Analysis
- Recruiting
- Microsoft Office
- Mergers and Acquisitions
- Training
- Human Resources
- Strategic Financial
- Microsoft Excel
- Marketing
- Team Building
Carl Nelson Summary
- Carl Nelson, based in New York, NY, US, is currently a President at Wealthspire. Carl Nelson brings experience from previous roles at NFP. Carl Nelson holds a 1994 - 1996 MBA in Accounting @ Fordham Gabelli School of Business. With a robust skill set that includes Strategic Financial Planning, Mergers, Mergers & Acquisitions, Securities, Due Diligence and more. Carl Nelson has 2 emails and 3 mobile phone numbers on RocketReach.
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