Scott Nelson Email & Phone Number
Chief Financial Officer @ &Partners
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Scott Nelson Location
- Charlotte, NC, US
Scott Nelson Work
- 2023 -now Chief Financial Officer @
- 2023 -2023 Founding Partner @ Ampersand Partners LLC
- 2021 -2023 Managing Director @
- 2011 -2021 Managing Director @
- 2008 -2011 Director @
- 2004 -2008 Senior Manager @
- 1997 -2004 Senior Manager @
Scott Nelson Education
- University of Tennessee, Knoxville
BS (Finance)
1992-1996 - Naples American High School - Italy 1988-1991
Scott Nelson Skills
- Financial Services
- Securities
- Strategy
- Mutual Funds
- Wealth Management
- PMO
- Portfolio Management
- Series 7
- Risk Management
- Investments
- Relationship Management
- Equities
- Fixed Income
- Series 63
- 401k Rollovers
- Income Planning
- Retirement Planning
- Investment Planning
- SAN
- Customer Satisfaction
- Training
- Merchandising
- Customer Service
- Sales
- Inventory Management
- Time Management
- Visual Merchandising
- Leadership
- Recruiting
- Loss Prevention
- Store Management
- Inventory Control
- Team Building
- Microsoft Word
- Management
- Process Scheduler
- Employee Training
- Microsoft Office
- PowerPoint
- Microsoft Excel
- Interviews
- Coaching
- Selling
- Event Planning
- Outlook
Scott Nelson Summary
- Scott Nelson, based in Charlotte, NC, US, is currently a Chief Financial Officer at &Partners. Scott Nelson brings experience from previous roles at Ampersand Partners LLC, Accenture, Wells Fargo Advisors, LLC and Wells Fargo Advisors. Scott Nelson holds a 1992 - 1996 BS in Finance @ University of Tennessee, Knoxville. With a robust skill set that includes Financial Services, Securities, Strategy, Mutual Funds, Wealth Management and more. Scott Nelson has 1 emails and 2 mobile phone numbers on RocketReach.
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