David Nelson Email & Phone Number
Chief Operating Officer
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David Nelson Location
- Pasadena, CA, US
David Nelson Work
- Chief Operating Officer @ Clifford Swan Investment Counselors (January 2023 - Present)
- Board Member and Finance Committee Chair @ (January 2025 - Present)
- Senior Director, Investment and Trade Operations @ (January 2022 - December 2022)
- Director, Investment and Trade Operations @ (July 2018 - December 2021)
- Manager, Performance and Analytics @ (November 2011 - June 2018)
- Audit Senior - Financial Services Group @ (January 2010 - November 2011)
David Nelson Education
- USC Marshall School of Business
BS-BA; Master's of Accounting (Accounting and Business/Management)
2005-2009
David Nelson Skills
- Access Database
- Alternative Investments
- Bloomberg
- Bloomberg Terminal
- Capital Markets
- Cascading Style Sheets (CSS)
- Derivatives
- Equities
- Fund Accounting
- GIPS Compliance
- HTML Emails
- Hedge Funds
- Internal Controls
- Investment Strategies
- Microsoft Excel
- Model Portfolios
- Mutual Funds
- Performance Appraisal
- Performance Attribution
- Performance Benchmarking
- Portfolio Management
- Portfolio Performance Analysis
- Python
- Risk Analysis
- SQL
- VBA
- Workflow Management
David Nelson Summary
- David Nelson, based in Pasadena, CA, US, is currently a Chief Operating Officer at Clifford Swan Investment Counselors. David Nelson brings experience from previous roles at Brethren Hillcrest Homes and First Quadrant. David Nelson holds a 2005 - 2009 BS-BA; Master's of Accounting in Accounting and Business/Management @ USC Marshall School of Business. With a robust skill set that includes Access Database, Alternative Investments, Bloomberg, Bloomberg Terminal, Capital Markets and more. David Nelson has 3 mobile phone numbers on RocketReach.
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