Philip Nelson Email & Phone Number
Senior Financial Advisor, Associate Vice President - Investments @ Wells Fargo Advisors
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Philip Nelson Location
- Tampa, FL, US
Philip Nelson Work
- 2021 -now Senior Financial Advisor, Associate Vice President - Investments @
- 2014 -2021 Financial Advisor, Associate Vice President @
- 2011 -2014 Financial Advisor @
Philip Nelson Education
- Georgia State University - J. Mack Robinson College of Business
Bachelor's Degree (Marketing and Economics)
1981-1983
Philip Nelson Skills
- Client Relationships
- Client Management
- Relationship Building
- Protection Planning
- Strategic Planning
- Insurance Broker/Agent
- Education Planning
- Employee Benefits
- Team Building
- Social Media
- Small Business Planning
- Risk Management
- Responsiveness
- Marketing
- Leadership
- Customer Experience
- Business Strategy
- Business Planning
- Analytical
- Judgement
- Attention to Detail
- Project Management
- Purchasing
- Services
- Customer Service
- Insurance
- Alternative Investments
- Tabletop
- Financial Advisory
- Merchandise
- Consulting
- Suppliers
- Fixed Annuities
- Cookies
- Vendors
- Sales
- Community
- Beverage
- IRAs
- Spectra
- Retek
- Store Management
- Finance
- 401k
- Merchandising
- Honor
- Business Administration
- Uniform Combined State Law
- Strategic Financial Planning
- Sales and Marketing
- Business Partners
- Tampa
- Paperwork
- Scholarships
- Organizational Structure
- Florida
- Management
- Proven Leader
- Municipal Bonds
- Funding
- C Store
- Investment Management
- Chain
- PowerPoint
- Publications
- Source
- Accounting
- Bonds
- Brand Development
- Seasonal
- Results Oriented
- OTC
- Private Label
- Retirement Planning
- Georgia
- Profit
- Financial Planning
- Networking
- Portfolio Management
- System
- Cell
- Home Shopping
- Atlanta
- Boy Scouts
- Asset Allocation
- Investment Advisory
- County
- Life Insurance
- Inventory
- Knowing
- Microsoft Excel
- Tobacco
- Shrink
- New Business Development
- Asset Management
- Distributors
- Chef
- Gross Margin
- Order Fulfillment
- Wealth
- Snacks
- Accessories
- 401k Rollovers
- Ethical Character
- Reporting
- Analysis
- Partnerships
- E3
- Estate Planning
- Gamma
- Open to Buy Management
- Cut
- Promotional
- Economics
- Fixed Income
- Retail
- IRI
- Restful Web Services
- Communication
- Home
- Frozen Food
- Ice Cream
- Risk Assessment
- Desire to Learn
- Planning Systems
- Project Planning
- Software Lifecycle
- Gourmet
- Candy
- Losses
- Convertible Arbitrage
- Responsibility
- Direct Store Delivery
- Internal Audit
- Six Sigma
- Whole Foods
- Lower Costs
- Data Warehousing
- Ebit
- Bison
- Investments
- Dairy
- Image Capture
- Margin Improvement
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Microsoft Word
- Investment Strategies
- Exotic
- Stocks
- Ceramic
- Direct Response
- Tea
- Steaks
- Trading
- Television
- Assortment
- Retirement
- Series 7
- Securities
- Wholesale
- Selling
Philip Nelson Summary
- Philip Nelson, based in Tampa, FL, US, is currently a Senior Financial Advisor, Associate Vice President - Investments at Wells Fargo Advisors. Philip Nelson brings experience from previous roles at Ameriprise Financial Services, LLC and Merrill Lynch. Philip Nelson holds a 1981 - 1983 Bachelor's Degree in Marketing and Economics @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Client Relationships, Client Management, Relationship Building, Protection Planning, Strategic Planning and more. Philip Nelson has 3 emails on RocketReach.
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