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
- 2023 -now VP Enterprise Business Development - Regional Banks @
- 2021 -2023 Private Wealth Advisor @
- 2020 -2021 Private Wealth Advisor @
- 2018 -2020 Managing Director @
- 2018 -2018 Regional Banking Director @
- 2015 -2018 Affluent Segment Leader @
- 2012 -2015 Private Banker @
- 2010 -2012 Wholesaler @
- 2007 -2010 Financial Advisor @
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 3 mobile phone numbers on RocketReach.
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