Jeff Nelson Email & Phone Number
Chief Investment Officer @ Broadway Bank
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Jeff Nelson Location
- San Antonio, TX, US
Jeff Nelson Work
- 2012 -now Chief Investment Officer @
- 2012 -2020 Lecturer, Department of Finance @
- 2010 -2012 Wealth Management Advisor @
- 2005 -2010 FInancial Advisor @ The Retirement Wealth Coach
- 1985 -2005 Military Officer @
Jeff Nelson Education
- Kansas State University
Doctor of Philosophy (Ph.D.) (Personal Financial Planning)
2010-2014 - Kansas State University
Graduate Certificate (Personal Financial Planning)
2004-2005 - Abilene Christian University
M.S. (Management and Human Relations)
1987-1992 - Embry-Riddle Aeronautical University
B.S. (Aeronautical Science)
1982-1984 - Indian Springs School 1978-1982
Jeff Nelson Skills
- Investments
- Military
- Wealth Management
- Leadership
- Aircraft
- Higher Education
- Financial Planning
- Risk Management
- Asset Allocation
- Financial Analysis
- Public Speaking
- Asset Management
- Financial Advisory
- Portfolio Management
Jeff Nelson Summary
- Jeff Nelson, based in San Antonio, TX, US, is currently a Chief Investment Officer at Broadway Bank. Jeff Nelson brings experience from previous roles at The University of Texas at San Antonio, USAA, The Retirement Wealth Coach and United States Air Force. Jeff Nelson holds a 2010 - 2014 Doctor of Philosophy (Ph.D.) in Personal Financial Planning @ Kansas State University. With a robust skill set that includes Investments, Military, Wealth Management, Leadership, Aircraft and more. Jeff Nelson has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Broadway Bank Employees
Gina Jordan
EVP, Chief Product Officer and Head of Consumer Banking
San Antonio, TX, US
David Bohne
CEO
San Antonio, TX, US
John Cruz
Executive Vice President
San Antonio, TX, US
Jeff Nelson
Chief Investment Officer
San Antonio, TX, US
Jim Goudge
CEO
San Antonio, TX, US
Kelly Rice
Senior Vice President and Portfolio Manager
San Antonio, TX, US
Michael Terpak
SVP, Marketing Communications Director
San Antonio, TX, US
Josh Loden
San Antonio Market President and Chief Commercial Banking Officer
San Antonio, TX, US
Brett McCord
EVP, Chief Financial Officer
San Antonio, TX, US
Jason McComack
Chief Information and Technology Officer
United States
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