Casey Nelson Email & Phone Number
VP Enterprise Business Development - Regional Banks @ LPL Financial
Casey Nelson's Location
United States
Casey Nelson's Work
- VP Enterprise Business Development - Regional Banks @ LPL Financial
- Private Wealth Advisor @ U.S. Bank
- Private Wealth Advisor @ Regions Bank
- Managing Director @ Charles Schwab
- Regional Banking Director @ Wells Fargo
- Affluent Segment Leader @ Wells Fargo
- Private Banker @ Wells Fargo
- Wholesaler @ Jackson
- Financial Advisor @ CITIZENS REPUBLIC BANCORP INC
Casey Nelson's Education
- University of Mary
Bachelor’s Degree (Economics / Finance)
2004 - 2006 - Michigan Technological University
(Economics / Finance)
2000 - 2004 - University of St. Thomas - Opus College of Business
Master of Business Administration - MBA
Casey Nelson's Skills
- Wealth Management
- Leadership
- Strategy
- Banking
- Staff Development
- Sales Management Coaching
- Sales Effectiveness
- Insurance
- Risk Management
- Sales Operations
Casey Nelson's Summary
Casey Nelson, based in United States, is currently a VP Enterprise Business Development - Regional Banks at LPL Financial, bringing experience from previous roles at U.S. Bank, Regions Bank, Charles Schwab and Wells Fargo. Casey Nelson holds a 2004 - 2006 Bachelor’s Degree in Economics / Finance @ University of Mary. With a robust skill set that includes Wealth Management, Leadership, Strategy, Banking, Staff Development and more, Casey Nelson contributes valuable insights to the industry. Casey Nelson has 1 email and 1 mobile phone number on RocketReach.
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