Jeff Nielsen Email & Phone Number
President
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Jeff Nielsen Location
- Canada
Jeff Nielsen Work
- Financial Advisor @ (March 2007 - Present)
- President @ Freestone Capital Inc (January 2011 - Present)
- Chief Executive Officer @ (January 2014 - July 2023)
- President @ (January 1999 - January 2011)
Jeff Nielsen Education
- The University of Lethbridge
Bachelor of Management (Finance)
1995-2000 - Henry Wisewood High School 1990-1993
Jeff Nielsen Skills
- Wealth
- Financial Services
- Equities
- Securities
- Asset Management
- Insurance
- Mortgage Lending
- Finance
- Small Business
- Retirement Planning
- Pensions
- Financial Analysis
- Portfolio Management
- Term Life Insurance
- Asset Managment
- Financial Planners
- Risk Management
- Investments
- Asset Allocation
- Wealth Management
Jeff Nielsen Summary
- Jeff Nielsen, based in Canada, is currently a President at Freestone Capital Inc. Jeff Nielsen brings experience from previous roles at Portfolio Strategies Corporation, Custom Cannabis Inc. and Legacy Capital Management. Jeff Nielsen holds a 1995 - 2000 Bachelor of Management in Finance @ The University of Lethbridge. With a robust skill set that includes Wealth, Financial Services, Equities, Securities, Asset Management and more. Jeff Nielsen has 2 emails and 1 mobile phone numbers on RocketReach.
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