Charles Nelson Email & Phone Number
Vice President, Wealth Management @ Eastern Bank
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Charles Nelson Location
- Needham, MA, US
Charles Nelson Work
- Vice President, Wealth Management @ (January 2000 - Present)
- Investor Relations Manager @ Scudder, Stevens & Clark (January 1988 - January 2000)
Charles Nelson Education
- Boston University
BA (Mathematics, Business)
- Babson F.W. Olin Graduate School of Business
MBA (Finance)
- St. Mark's School
High School
- The Fenn School
- Union College
Charles Nelson Skills
- Asset Allocation
- Banking
- Certified Financial Planner
- Estate Planning
- Financial Analysis
- Financial Planning
- Financial Services
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Banking
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
- Trusts
- Wealth Management
- Certified Financial
- Strategic Financial
Charles Nelson Summary
- Charles Nelson, based in Needham, MA, US, is currently a Vice President, Wealth Management at Eastern Bank. Charles Nelson brings experience from previous roles at Scudder, Stevens & Clark. Charles Nelson holds a BA in Mathematics, Business @ Boston University. With a robust skill set that includes Asset Allocation, Banking, Certified Financial Planner, Estate Planning, Financial Analysis and more. Charles Nelson has 1 emails on RocketReach.
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