Carrie Nelson Email & Phone Number
Digital Client Experience and Platforms @ Morgan Stanley
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Carrie Nelson Location
- New York, NY, US
Carrie Nelson Work
- Digital Client Experience and Platforms @ (February 2022 - Present)
- Executive Director - Digital Marketing @ (August 2017 - March 2024)
- Head of User Experience Design @ (January 2014 - August 2017)
- Sr Product Manager - Wealth Planning Platforms and Analytics @ (December 2006 - December 2013)
- Sr Product Manager @ Fiserv (formerly Checkfree Investment Services) (January 2004 - December 2006)
- Vice President - Sr Product Manager @ (November 1994 - December 2004)
Carrie Nelson Education
- University of St. Thomas (TX)
MBA (Management)
- Hamline University
B.A (Economics)
Carrie Nelson Skills
- Series 65
- Series 63
- Series 7
- Wealth Management
- Investment Advisory
- Trading Platforms
- Investment Products
- Business Case Preparation
- Software Project Management
- Product Development
- Product Management
- Product Life Cycle Management
- Product Strategy
- Analytics
- Investments
- Cross-functional Team Leadership
- Business Analysis
- Portfolio Management
- Development
- Positioning
- User Experience
- Sales
- Business Development
- Financial Services
- Microsoft Excel
- Cross Functional Team Leadership
- Business Case Development
- Design
- Services
Carrie Nelson Summary
- Carrie Nelson, based in New York, NY, US, is currently a Digital Client Experience and Platforms at Morgan Stanley. Carrie Nelson brings experience from previous roles at Morgan Stanley, UBS Financial Services and Fiserv (formerly Checkfree Investment Services). Carrie Nelson holds a MBA in Management @ University of St. Thomas (TX). With a robust skill set that includes Series 65, Series 63, Series 7, Wealth Management, Investment Advisory and more. Carrie Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Carrie Nelson?
Find contact details for 700 million professionals.
Others Named Carrie Nelson
Carrie Nelson
Vice President, Client Operations
Council Bluffs, IA, US
Carrie Nelson
CEO and Founder
Charlotte, NC, US
Carrie Nelson
Digital Client Experience and Platforms
New York, NY, US
Top Morgan Stanley Employees
Amanda Kan
Chief Operating Officer, U.S. Banks
New York, NY, US
John Ryan
President of US Banks
New York, NY, US
Robert Remick
Chief Operating Officer-NY Metro Region
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co