Casey Nelson Email & Phone Number
VP Enterprise Business Development - Regional Banks @ LPL Financial
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Casey Nelson Location
- United States
Casey Nelson Work
- VP Enterprise Business Development - Regional Banks @ (January 2023 - Present)
- Private Wealth Advisor @ (January 2021 - January 2023)
- Private Wealth Advisor @ (January 2020 - January 2021)
- Managing Director @ (January 2018 - January 2020)
- Regional Banking Director @ (January 2018 - January 2018)
- Affluent Segment Leader @ (January 2015 - January 2018)
- Private Banker @ (January 2012 - January 2015)
- Wholesaler @ (January 2010 - January 2012)
- Financial Advisor @ (January 2007 - January 2010)
Casey Nelson 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
Casey Nelson Summary
- Casey Nelson, based in United States, is currently a VP Enterprise Business Development - Regional Banks at LPL Financial. Casey Nelson brings 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. Casey Nelson has 1 emails and 4 mobile phone numbers on RocketReach.
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