Nelson Miles Email & Phone Number
Wealth Strategy Associate @ UBS Group AG
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Nelson Miles Location
- Penfield, NY, US
Nelson Miles Work
- 2023 -now Wealth Strategy Associate @
- 2018 -2023 Wealth Management Associate @
- 2017 -2018 Investment Services Advisor @
- 2016 -2017 Financial Specialist @
- 2015 -2016 Managed Accounts Representative @
- 2014 -2015 Account Transfers Trading Assistant @
- 2013 -2014 Trainee @
Nelson Miles Education
- Le Moyne College
BA (Finance Marketing, Business Analytics)
2009-2013
Nelson Miles Skills
- Leadership
- Six Sigma
- Financial Advisory
- Fans
- SEC
- PowerPoint
- Social Media
- Customer Relations
- Organizer
- Accounting
- Catholicism
- Hurricane
- Ladder
- Face To Face
- Sports
- Google Groups
- C
- Portfolio
- Moving
- Concentrations
- Applications
- Portfolio Management
- Students
- Game Day Operations
- System
- Local Community
- Investments
- Communication
- Managing Accounts
- Finance
- Team Leadership
- Elementary Education
- Athletic Training
- Excel
- Reports
- Honor
- Financial Services
- Equities
- Mutual Funds
- Volleyball
- Dec Alpha
- Programming
- New Opportunities
- FINRA
- Business Partner
- Bloomberg Terminal
- Risk Analysis
- Microsoft Office
- Marketing
- Microsoft Excel
- Parties
- Microsoft Word
- Deloitte
- Time Management
- Policy
- Scholarships
- Customer Service
- Financial Analysis
- Lacrosse
- Love
- RMDS
- Traders
- Golang
- Revenue
- Management
- Teamwork
- New Orleans
- Trading
- Science
- Problem Solving
- Analytics
- Perfect
- Research
- Organizational Leadership
- Word
- Honors And Awards
- Series 7
- Data Mining
- Analysis
- Access
Nelson Miles Summary
- Nelson Miles, based in Penfield, NY, US, is currently a Wealth Strategy Associate at UBS. Nelson Miles brings experience from previous roles at Morgan Stanley, PNC and Cadaret, Grant & Co., Inc.. Nelson Miles holds a 2009 - 2013 BA in Finance Marketing, Business Analytics @ Le Moyne College. With a robust skill set that includes Leadership, Six Sigma, Financial Advisory, Fans, SEC and more. Nelson Miles has 4 emails and 2 mobile phone numbers on RocketReach.
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