Mark Nelson Email & Phone Number
Director Product Strategy @ BridgePort Financial Solutions
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Mark Nelson Location
- Adel, IA, US
Mark Nelson Work
- Director Product Strategy @ (December 2023 - Present)
- Director Strategic Product Management @ (March 2023 - Present)
- Associate Director Strategic Product Management @ (January 2022 - May 2023)
- Sr. Program Manager @ (January 2021 - January 2022)
- Sr Product Insights Manager @ (July 2019 - January 2021)
- RFP Manager @ (March 2017 - January 2020)
- Sr. RFP Writer and RFP Writer @ (August 2014 - March 2017)
- Investment Counselor III, II, and I @ (May 2011 - August 2014)
- Agent @ (December 2009 - May 2011)
- Financial Advisor @ (August 2008 - December 2009)
Mark Nelson Education
- University of Iowa
Master of Business Administration (MBA) (Finance)
2011-2015 - University of Iowa
Bachelor of Arts (B.A.)
2001-2005
Mark Nelson Skills
- Corporate Finance
- Retirement Planning
- Account Management
- Sales
- Investments
- Negotiation
- Finance
- 401k
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Microsoft Excel
- Marketing
- Asset Management
- Customer Service
- Financial Analysis
- Budgets
- Management
- Analysis
- Series 7
Mark Nelson Summary
- Mark Nelson, based in Adel, IA, US, is currently a Director Product Strategy at BridgePort Financial Solutions. Mark Nelson brings experience from previous roles at Cambridge Investment Research, Inc., Principal Financial Group and Principal Global Investors. Mark Nelson holds a 2011 - 2015 Master of Business Administration (MBA) in Finance @ University of Iowa. With a robust skill set that includes Corporate Finance, Retirement Planning, Account Management, Sales, Investments and more. Mark Nelson has 2 emails and 4 mobile phone numbers on RocketReach.
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