Jason Nelson Email & Phone Number
Chief Operating Officer @ AiDANT Intelligent Technology
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Jason Nelson Location
- Toronto, ON, CA
Jason Nelson Work
- 2020 -now Chief Operating Officer @
- 2019 -2020 Director, Strategy and Execution @
- 2010 -2019 Financial Planning Consultant @
- 1998 -2010 Investments and Credit and Lending (Various Positions) @
Jason Nelson Education
- Columbia University - Columbia Business School
Master of Business Administration (Finance)
2016-2017 - University of Ottawa
Bachelors (Political Science)
Jason Nelson Skills
- Financial Advisory
- Process Improvement
- Financial Markets
- Risk Management
- Retirement
- Investment Management
- Banking
- Loans
- Relationship Management
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Personal Financial Planning
- Financial Planning
- Equities
- High Net Worth Individuals
- Mutual Funds
- Retirement Planning
- Fixed Income
- Derivatives
- Investment Advisory
- Insurance
- Trading
- Financial Services
- Financial Analysis
- Finance
- Business Development
- Options
- Sales
- Wealth
- Microsoft Office
- New Business Development
- Business
- Credit
- Bonds
- Investments
- Wealth Management
- Wealth Management Services
- Life Insurance
- Asset Allocation
- Securities
- Asset Management
- Personal Finance
- Investment Strategies
- Pensions
Jason Nelson Summary
- Jason Nelson, based in Toronto, ON, CA, is currently a Chief Operating Officer at AiDANT Intelligent Technology. Jason Nelson brings experience from previous roles at RBC and RBC Dominion Securities. Jason Nelson holds a 2016 - 2017 Master of Business Administration in Finance @ Columbia University - Columbia Business School. With a robust skill set that includes Financial Advisory, Process Improvement, Financial Markets, Risk Management, Retirement and more. Jason Nelson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top AiDANT Intelligent Technology Employees
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Emma Jarek-Simard
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