Registered Client Service Associate at Truist Investment Services, Inc @ (August 2023 - June 2024)
Client Services Representative @ Compass Financial Group (August 2022 - August 2023)
Retail Salesperson @ (September 2020 - August 2022)
Fundraiser @ (January 2020 - August 2022)
International Business Student @ (August 2018 - August 2022)
Retail Salesperson @ (January 2020 - September 2020)
Emergency Dispatcher @ (October 2017 - August 2018)
Cyber Network Operator @ (July 2014 - September 2017)
James Nelson Education
San Diego State University
International Business (International Business)
2018-2022
Roman Catholic High School 2009-2013
James Nelson Skills
Communication
Finance
Financial Analysis
Financial Markets
Financial Modeling
Financial Planning
Financial Reporting
Financial Services
Microsoft Excel
Microsoft Word
Professional Communication
Public Speaking
Sales
Spanish
Wealth Preservation
James Nelson Summary
James Nelson, based in Fort Lauderdale, FL, US, is currently a Trading Services Representative and Forex Dealer at tastyfx. James Nelson brings experience from previous roles at Truist Wealth, Compass Financial Group, UPS and Mission Renewal International, Inc.. James Nelson holds a 2018 - 2022 International Business in International Business @ San Diego State University. With a robust skill set that includes Communication, Finance, Financial Analysis, Financial Markets, Financial Modeling and more.
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