Geoff Nelson Email & Phone Number
Regional Vice President and Wealth Advisor @ Mercer Advisors
5 free lookup(s).
Geoff Nelson Location
- Austin, TX, US
Geoff Nelson Work
- 2024 -now Regional Vice President and Wealth Advisor @
- 2023 -2024 Senior Vice President and Business Development Officer @
- 2019 -2023 MBA PROFESSOR and ADJUNCT @
- 2018 -2023 Regional Vice President @
- 2015 -2018 Vice President, Financial Wellness and Planning @
- 2015 -2018 Vice President Business Development @
- 2011 -2015 Workplace Planning and Guidance Consultant @
- 2006 -2011 Sr. Retirement Counselor @
- 2004 -2006 Proactive Sales @
- 2003 -2006 Premium Services @
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 College
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 5 emails and 3 mobile phone numbers on RocketReach.
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Top Mercer Advisors Employees
Dave Welling
CEO
Denver, CO, US
Daniel Gourvitch
President
New York, NY, US
Loren Pierson
Chief Operations Officer
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Annie Gottbehuet
Managing Director
Walnut Creek, CA, US
Chris Walters
Managing Partner
Laguna Hills, CA, US
Kim Lorenz
Chief Compliance Officer
Denver, CO, US
Abby S
Managing Partner
Westfield, NJ, US
Christine Cataldo
Chief Technology and Digital Officer
Washington, DC, US
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