Jay Nelson Email & Phone Number
Director Of Financial Planning @ Avior Wealth Management, LLC
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Jay Nelson Location
- San Diego, CA, US
Jay Nelson Work
- Director Of Financial Planning @ (January 2019 - Present)
- Financial Advisor @ (January 2019 - Present)
- Financial Planner @ (January 2017 - Present)
- Financial Analyst @ (May 2014 - September 2016)
Jay Nelson Education
- The American College of Financial Services
CFP® Certification Education
2015-2016 - University of South Dakota
Bachelor's Degree (Finance, General)
2012-2015 - University of Nebraska-Lincoln
Finance (General)
2011-2012
Jay Nelson Skills
- Financial Analysis
- Management
- Financial Reporting
- Analysis
- Accounting
- Budgets
- Cost Accounting
- SAP
- Auditing
- Internal Controls
- Leadership
- Microsoft Excel
- Public Speaking
- Process Improvement
- Data Analysis
Jay Nelson Summary
- Jay Nelson, based in San Diego, CA, US, is currently a Director Of Financial Planning at Avior Wealth Management, LLC. Jay Nelson brings experience from previous roles at Avior Wealth Management, LLC and ConAgra Foods. Jay Nelson holds a 2015 - 2016 CFP® Certification Education @ The American College of Financial Services. With a robust skill set that includes Financial Analysis, Management, Financial Reporting, Analysis, Accounting and more. Jay Nelson has 1 emails and 2 mobile phone numbers on RocketReach.
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