Heather Nelson Location
- Dallas, TX, US
Heather Nelson Work
- 2018 -now Executive Director @
- 2018 -now Executive Director, Client Service @
- 2012 -2017 Prime Brokerage Business Consulting and Relationship Manager @
- 2010 -2012 Project Manager Onboarding - Vice President @
- 2007 -2010 Prime Brokerage - Client Service Manager @
- 2004 -2007 Prime Brokerage Client Service Representative @ Morgan Stanely
- 2001 -2004 Private Equity Partnership Fund Accountant @
Heather Nelson Education
- University of Maine
BA (Business Administration - Finance)
1997-2000 - Virginia Commonwealth University - School of Business 1996-1997
Heather Nelson Skills
- Prime Brokerage
- Series 7
- Securities Lending
- Series 63
- Fixed Income
- Restricted Stock
- Middle Office
- Hedge Funds
- Global Custody
- Equities
- Alternative Investments
- Electronic Trading
- Private Equity
- Capital Markets
- Portfolio Management
- Fund Of Funds
- Equity Derivatives
- Derivatives
Heather Nelson Summary
- Heather Nelson, based in Dallas, TX, US, is currently a Executive Director at MUFG Investor Services. Heather Nelson brings experience from previous roles at MUFG Investor Services, U.S. and Morgan Stanley. Heather Nelson holds a 1997 - 2000 BA in Business Administration - Finance @ University of Maine. With a robust skill set that includes Prime Brokerage, Series 7, Securities Lending, Series 63, Fixed Income and more. Heather Nelson has 4 emails and 1 mobile phone numbers on RocketReach.
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