Doug Nelson Email & Phone Number
Managing Director, Family Wealth Advisor @ Sunpointe Investments
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Doug Nelson Location
- Portsmouth, NH, US
Doug Nelson Work
- Managing Director, Family Wealth Advisor @ (June 2021 - Present)
- Senior Vice President-Investment Officer @ (January 2012 - June 2021)
- Vice President @ (January 2005 - December 2012)
- Vice President @ (September 1999 - December 2004)
Doug Nelson Education
- Carnegie Mellon University
Activities and societies: Dean's List
- University of New Hampshire
BA (Speech Communication and Rhetoric)
- Harvard University
Certificant (Financial Analysis: Professor Robert Shiller)
1994
Doug Nelson Skills
- Strategic Planning
- Marketing
- Small Business
- Philanthropy
- Social Media Marketing
- Financial Analysis
- Retirement Planning
- Retirement Income Planning
- Estate Planning Strategies
- Multi-generational Planning
- Wealth Preservation Planning
- College Funding Strategies
- Wealth Accumulation Strategies
- Fundraising
- Nonprofits
- Non-profits
- Estate Planning Strategies
- Tax-Advantages Income Strategies
- Estate Planning
- Retirement Income
- Wealth Preservation
- Multi Generational Planning
- Tax Advantages Income
- Strategies
- Wealth Accumulation
- Non Profits
- Multi Generational
- College Funding
- Tax Advantages Income Strategies
Doug Nelson Summary
- Doug Nelson, based in Portsmouth, NH, US, is currently a Managing Director, Family Wealth Advisor at Sunpointe Investments. Doug Nelson brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Doug Nelson holds a Activities and societies: Dean's List @ Carnegie Mellon University. With a robust skill set that includes Strategic Planning, Marketing, Small Business, Philanthropy, Social Media Marketing and more. Doug Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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