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Kimberly Nelson Location
Los Angeles, CA, US
Kimberly Nelson Work
Advisor @ (September 2016 - Present)
Investment Associate @ (May 2011 - September 2016)
Senior Financial Associate @ (December 2005 - May 2011)
Financial Advisor @ (November 2004 - December 2005)
Trading Associate @ Sherwood (January 2004 - January 2004)
Kimberly Nelson Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (Business Finance)
2000-2004
D'Evelyn
High School Diploma (N/A)
1996-2000
Kimberly Nelson Skills
Investments
Strategic Planning
Research
Accounting
Investment Management
Estate Planning
Kimberly Nelson Summary
Kimberly Nelson, based in Los Angeles, CA, US, is currently a Advisor at Coastal Bridge Advisors. Kimberly Nelson brings experience from previous roles at UBS, Oppenheimer & Co., Morgan Stanley and Sherwood. Kimberly Nelson holds a 2000 - 2004 Bachelor of Science in Business Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Investments, Strategic Planning, Research, Accounting, Investment Management and more. Kimberly Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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