Edward Nelson Email & Phone Number
Managing Partner @ American Heritage Financial, LLC
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Edward Nelson Location
- Cantonment, FL, US
Edward Nelson Work
- 2018 -now Managing Partner @
- 2013 -2018 Managing Director @ Mercury Alternatives Group LLC
- 2009 -2012 Financial Advisor @
- 2008 -2009 Managing Director @ M3 Money Management
- 2007 -2008 Vice President @
- 2002 -2007 Senior Vice President @
- 2000 -2002 Vice President @ Provident Investment Counsel
- 1996 -2000 Vice President, @
- 1988 -1996 Associate @ Salomon Brothers
Edward Nelson Education
- Pace University - Lubin School of Business
Master of Business Administration (MBA) (Finance)
1994-1996 - Columbia University
(Business Administration and Management, General)
1992-1994 - Brooklyn College
Bachelors (Anthropology)
- Brooklyn College
Bachelor of Arts (B.A.) (Anthropology)
- Brooklyn College
- Columbia University
Edward Nelson Skills
- Financial Services
- Investments
- Investment Strategies
- Finance
- Securities
- Insurance
- Financial Planning
- Series 7
- Asset Managment
- Alternative Investments
- Portfolio Management
- Mutual Funds
- Hedge Funds
- Asset Management
- Financial Advisory
- Wealth Management
- Asset Allocation
- Equities
- Series 63
- Valuation
- Investment Management
- Due Diligence
- Investment Advisory
- Institutional Investments
- ETFs
- Uniform Combined State Law
- Bonds
- Wealth Management Services
- Fixed Income
- FINRA
- Bloomberg
- Separately Managed Accounts
- Capital Markets
- Financial Markets
- Trading
- Options
- Change Management
- Customer Service
- Strategy
- Project Management
- Accounting
Edward Nelson Summary
- Edward Nelson, based in Cantonment, FL, US, is currently a Managing Partner at American Heritage Financial, LLC. Edward Nelson brings experience from previous roles at Mercury Alternatives Group LLC, Merrill Lynch, M3 Money Management and Osprey Partners Investment Management. Edward Nelson holds a 1994 - 1996 Master of Business Administration (MBA) in Finance @ Pace University - Lubin School of Business. With a robust skill set that includes Financial Services, Investments, Investment Strategies, Finance, Securities and more. Edward Nelson has 2 emails and 3 mobile phone numbers on RocketReach.
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Top American Heritage Financial, LLC Employees
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Kennesaw, GA, US
Nigel Prescott
General Agent
Tuscaloosa, AL, US
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Jamie Lawhorne
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West Columbia, SC, US
Bilal Simmons
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Craig Jernigan
Past President
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Lindsey Jernigan
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Angie McAlister
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