Nelson Baez Email & Phone Number
Managing Director
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Nelson Baez Location
- Florida, United States
Nelson Baez Work
- 2019 -now Managing Director @ Baez Estate & Wealth Preservation, LLC
- 2019 -2019 Managing Director @ Advisor Solutions
- 2013 -2019 Director Insured Solutions Consultant @
- 2000 -2013 Vice President Insurance Specialist @
- 1996 -2000 Planning Center Manager @
- 1994 -1996 Management Associate @
Nelson Baez Education
- University of New Haven
Master of Business Administration (M.B.A.) (Finance and Financial Management Services)
- University of Puerto Rico-Mayaguez
Bachelor of Science Business Administration (Finance and Management)
Nelson Baez Skills
- Wealth Management
- Finance
- Asset Allocation
- Strategic Financial Planning
- Retirement Planning
- Sales Management
- Series 7
- Series 63
- Financial Analysis
- Equities
- Investments
- Asset Management
- Public Speaking
- Financial Advisory
- Customer Service
- Management
- Investment Advisory
- Insurance
- Portfolio Management
- Alternative Investments
- Financial Planning
- Fixed Income
- Financial Modeling
Nelson Baez Summary
- Nelson Baez, based in Florida, United States, is currently a Managing Director at Baez Estate & Wealth Preservation, LLC. Nelson Baez brings experience from previous roles at Advisor Solutions, UBS Financial Services, Inc., Morgan Stanley and MetLife. Nelson Baez holds a Master of Business Administration (M.B.A.) in Finance and Financial Management Services @ University of New Haven. With a robust skill set that includes Wealth Management, Finance, Asset Allocation, Strategic Financial Planning, Retirement Planning and more. Nelson Baez has 2 mobile phone numbers on RocketReach.
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