Shane Nelson Email & Phone Number
Director, AI Solutions | Outsourced Financial Services | Global BPO Investment Banking @ Baird
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Shane Nelson Location
- Chicago, IL, US
Shane Nelson Work
- Director, AI Solutions | Outsourced Financial Services | Global BPO Investment Banking @ (January 2025 - Present)
- Vice President, Investment Banking @ (July 2021 - December 2024)
- Invesment Banking Associate @ (July 2018 - July 2021)
- Vice President, Private Banking Lending @ (May 2012 - May 2018)
- Investment Banking Summer Associate @ (June 2017 - August 2017)
- Sr. Specialist, Premier Lending Team @ (September 2009 - March 2012)
- President and Founder @ Clear View Home Mortgage, Inc. (January 2007 - January 2009)
- Assistant Vice President of Sales @ PMC Lending (January 2003 - January 2007)
Shane Nelson Education
- Columbia Business School Executive Education
AI for Business & Finance (Artificial Intelligence)
2026-2026 - MIT Sloan School of Management
Artificial Intelligence
2020-2020 - The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.) (Concentrations in Strategic Management, Accounting, Finance, and Entrepreneurship)
2014-2017 - University of Central Florida
B.A. Commerce (Arts, Political Science Minor)
Shane Nelson Skills
- Artificial Intelligence (AI)
- Asset Management
- Credit
- Credit Analysis
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Insurance
- Investment Banking
- Investments
- Leadership
- Loan Origination
- Loans
- Management
- Mortgage Banking
- Mortgage Lending
- Portfolio Management
- Private Equity
- Relationship Management
- Securities
- Series 63
- Series 7
- Valuation
- Venture Capital
- Banking
- Research
Shane Nelson Summary
- Shane Nelson, based in Chicago, IL, US, is currently a Director, AI Solutions | Outsourced Financial Services | Global BPO Investment Banking at Baird. Shane Nelson brings experience from previous roles at Baird and Goldman Sachs. Shane Nelson holds a 2026 - 2026 AI for Business & Finance in Artificial Intelligence @ Columbia Business School Executive Education. With a robust skill set that includes Artificial Intelligence (AI), Asset Management, Credit, Credit Analysis, Equities and more. Shane Nelson has 2 emails and 2 mobile phone numbers on RocketReach.
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