Geoff Nelson Email & Phone Number
Regional Vice President and Wealth Advisor @ Mercer Advisors
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Geoff Nelson Location
- Austin, TX, US
Geoff Nelson Work
- Regional Vice President and Wealth Advisor @ (June 2024 - Present)
- Senior Vice President and Business Development Officer @ (April 2023 - June 2024)
- MBA PROFESSOR and ADJUNCT @ (August 2019 - October 2023)
- Regional Vice President @ (October 2018 - April 2023)
- Vice President, Financial Wellness and Planning @ (February 2015 - February 2018)
- Vice President Business Development @ (February 2015 - January 2018)
- Workplace Planning and Guidance Consultant @ (December 2011 - February 2015)
- Sr. Retirement Counselor @ (February 2006 - December 2011)
- Proactive Sales @ (February 2004 - February 2006)
- Premium Services @ (December 2003 - February 2006)
Geoff Nelson Education
- University of California, Davis - Graduate School of Management
Master of Business Administration (MBA)
2007-2010 - Utah State University
Bachelor of Science (B.S.) (Finance and Economics)
2000-2002 - Westminster University
Geoff Nelson Skills
- Investments
- Retirement Planning
- Series 7
- Mutual Funds
- Financial Services
- Series 63
- Management
- 401k
- Retirement
- Asset Allocation
- Microsoft Office
- Financial Analysis
- Financial Planning
- Wealth Management
- Strategic Financial Planning
- Account Management
- New Business Development
- FINRA
- Project Management
- Program Management
- Suspension Bushes
- Polyurethane Suspension Bushes
- Series 6
- Series 10
- See 7+See Less
- Strategic Financial
- Series 9
Geoff Nelson Summary
- Geoff Nelson, based in Austin, TX, US, is currently a Regional Vice President and Wealth Advisor at Mercer Advisors. Geoff Nelson brings experience from previous roles at CIBC Private Wealth US, Our Lady of the Lake University, Mercer Advisors and Fidelity Investments. Geoff Nelson holds a 2007 - 2010 Master of Business Administration (MBA) @ University of California, Davis - Graduate School of Management. With a robust skill set that includes Investments, Retirement Planning, Series 7, Mutual Funds, Financial Services and more. Geoff Nelson has 4 emails and 3 mobile phone numbers on RocketReach.
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