Ross Nelson Location
- Atlanta, GA, US
Ross Nelson Work
- 2024 - now Partner @
- 2018 - now Managing Director @
- 2018 - now Managing Director @
- 2011 - 2018 Vice President, Investments @
- 2004 - 2011 Vice President and Director of New Business Development Investment Advisor Relationships @ YieldQuest Advisors
Ross Nelson Education
- Samford University
BA (Finance)
2000 - 2004
Ross Nelson Skills
- Wealth Management
- Asset Managment
- Portfolio Management
- Series 7
- Investments
- Fixed Income
- Securities
- Credit
- Alternative Investments
- Series 63
- Asset Allocation
- Investment Advisory
- Bonds
- Bloomberg
- Financial Modeling
- Financial Analysis
- Public Speaking
- Sales
- Finance
- Microsoft Office
- Marketing
- Customer Service
Ross Nelson Summary
- Ross Nelson, based in Atlanta, GA, US, is currently a Partner at SPFG. Ross Nelson brings experience from previous roles at SPFG, SP Financial Group | Arkadios Capital, SP Financial Group of Raymond James and YieldQuest Advisors. Ross Nelson holds a 2000 - 2004 BA in Finance @ Samford University. With a robust skill set that includes Wealth Management, Asset Managment, Portfolio Management, Series 7, Investments and more. Ross Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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