Charles Nelson Email & Phone Number
Vice President, Wealth Management @ Eastern Bank
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Charles Nelson Location
- Needham, MA, US
Charles Nelson Work
- 2000 -now Vice President, Wealth Management @
- 1988 -2000 Investor Relations Manager @ Scudder, Stevens & Clark
Charles Nelson Education
-
BA (Mathematics, Business)
- Babson College - Franklin W. Olin Graduate School of Business
MBA (Beta Gamma Sigma)
- St. Mark's School
High School
- The Fenn School
- Union College
Charles Nelson Skills
- Certified Financial Planner
- Estate Planning
- Retirement Planning
- Investment Management
- Wealth Management
- Private Banking
- Investments
- Portfolio Management
- Mutual Funds
- Trusts
- Securities
- Investment Strategies
- Asset Allocation
- Series 7
- Strategic Financial Planning
- Banking
- Financial Analysis
- Financial Planning
- Financial Services
- 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. With a robust skill set that includes Certified Financial Planner, Estate Planning, Retirement Planning, Investment Management, Wealth Management and more. Charles Nelson has 1 emails on RocketReach.
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