Elliott Nelson Email & Phone Number
Portfolio Implementation Associate @ William Blair
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Elliott Nelson Location
- Chicago, IL, US
Elliott Nelson Work
- Portfolio Implementation Associate @ (August 2023 - Present)
- Operations Specialist @ (July 2022 - August 2023)
- Wealth Management Intern @ (June 2021 - April 2022)
Elliott Nelson Education
- UMN Carlson School of Management
Bachelor of Science - BS (Finance and Accounting)
2018-2022
Elliott Nelson Skills
- Cash Flow Management
- Data Analysis
- Equity Portfolio Management
- FactSet Research Management
- LineData
- Microsoft Office
- Portfolio Implementation
- Portfolio Rebalancing
- Trade Execution
Elliott Nelson Summary
- Elliott Nelson, based in Chicago, IL, US, is currently a Portfolio Implementation Associate at William Blair. Elliott Nelson brings experience from previous roles at William Blair and Morgan Stanley. Elliott Nelson holds a 2018 - 2022 Bachelor of Science - BS in Finance and Accounting @ UMN Carlson School of Management. With a robust skill set that includes Cash Flow Management, Data Analysis, Equity Portfolio Management, FactSet Research Management, LineData and more.
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