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 on RocketReach.
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