Eric Nelson Email & Phone Number
Financial Advisor @ Altfest Personal Wealth Management
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Eric Nelson Location
- New York, NY, US
Eric Nelson Work
- Financial Advisor @ (April 2022 - Present)
- Financial Advisor @ (April 2022 - Present)
- Financial Advisor at The Prudential Insurance Company of America @ (March 2018 - April 2022)
- Financial Advisor, CFP® @ (January 2000 - February 2016)
- VP Fixed Income @ Donaldson Lufkin Jenrette (January 1985 - January 1998)
- Trader @ Fossett Corp. (June 1984 - July 1985)
Eric Nelson Education
- New York University
MBA (Finance)
1983-1985 - Dartmouth College
BA (Chemistry)
1973-1977 - American College of Financial Services
(CLU®)
- CFP Board
(CFP®)
Eric Nelson Summary
- Eric Nelson, based in New York, NY, US, is currently a Financial Advisor at Altfest Personal Wealth Management. Eric Nelson brings experience from previous roles at Altfest Personal Wealth Management, Prudential Financial, Northwestern Mutual Financial and Donaldson Lufkin Jenrette. Eric Nelson holds a 1983 - 1985 MBA in Finance @ New York University. Eric Nelson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Altfest Personal Wealth Management Employees
Daniel Duca
Director, Advisor
New York, NY, US
Christopher Trum
Marketing Manager
Kunkletown, PA, US
Andrew Laskaris
Senior Operations Manager
New York, NY, US
Eric Walter
Director of Client Services
New York, NY, US
Joan Ogden
Executive Assistant
New York, NY, US
Karen Altfest
Principal Advisor and Executive Vice President
New York, NY, US
Rohan Parikh
Team Leader - Real Estate PE Investments
New York, NY, US
David Kressner
Managing Advisor
New York, NY, US
Connie Chow
Operations Manager
New York, NY, US
Brixhilda Maluta
Associate
New York, NY, US
Sush Poddar
Senior Portfolio Manager
New York, NY, US
Feifei Xing
Strategic Planning Group Team Leader
New York, United States
William Prendergast
Director, Financial Advisor
New York, NY, US
Marina Baldassano
Senior Executive Assisant
New York, NY, US
Eric Nelson
Financial Advisor
New York, NY, US
Juan Gonzalez
Director of Client Services
Miami, FL, US
Christian Dirusso
Senior Financial Advisor
New York, NY, US
Kylie Davis
Chief of Staff to the President and SR. HR Manager
New York, NY, US
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