Mark Nelson Email & Phone Number
Director Product Strategy @ BridgePort Financial Solutions
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Mark Nelson Location
- Adel, IA, US
Mark Nelson Work
- 2023 -now Director Product Strategy @
- 2023 -now Director Strategic Product Management @
- 2022 -2023 Associate Director Strategic Product Management @
- 2021 -2022 Sr. Program Manager @
- 2019 -2021 Sr Product Insights Manager @
- 2017 -2020 RFP Manager @
- 2014 -2017 Sr. RFP Writer and RFP Writer @
- 2011 -2014 Investment Counselor III, II, and I @
- 2009 -2011 Agent @
- 2008 -2009 Financial Advisor @
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 3 mobile phone numbers on RocketReach.
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Top BridgePort Financial Solutions Employees
Evan Welch
Private Wealth Advisor
Boxborough, MA, US
Nikki Bell
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New York, NY, US
Mark Nelson
Director Product Strategy
Adel, IA, US
Mitchell Sanford
Financial Advisor
Wilmington, MA, US
Clara Sierra
Managing Director
New York, NY, US
Allison Conlon
Associate Director of Operations and Trading
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