Shane Nelson Email & Phone Number
Director, Global BPO and Outsourced Financial Services Investment Banking @ Baird
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Shane Nelson Location
- Chicago, IL, US
Shane Nelson Work
- 2025 -now Director, Global BPO and Outsourced Financial Services Investment Banking @
- 2021 -2024 Vice President, Investment Banking @
- 2018 -2021 Invesment Banking Associate @
- 2012 -2018 Vice President, Private Banking Lending @
- 2017 -2017 Investment Banking Summer Associate @
- 2009 -2012 Sr. Specialist, Premier Lending Team @
- 2007 -2009 President and Founder @ Clear View Home Mortgage, Inc.
- 2003 -2007 Assistant Vice President of Sales @ PMC Lending
Shane Nelson Education
- Columbia Business School Executive Education 2026-2026
- MIT Sloan School of Management
(Artificial Intelligence Business Strategy)
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
- Loans
- Mortgage Lending
- Loan Origination
- Credit
- Series 7
- Financial Modeling
- Insurance
- Mortgage Banking
- Leadership
- Investments
- Credit Analysis
- Securities
- Financial Services
- Series 63
- Asset Management
- Equities
- Portfolio Management
- Relationship Management
- Management
- Finance
- Financial Analysis
- Valuation
- Banking
- Research
- Private Equity
- Venture Capital
- Investment Banking
Shane Nelson Summary
- Shane Nelson, based in Chicago, IL, US, is currently a Director, Global BPO and Outsourced Financial Services Investment Banking at Baird. Shane Nelson brings experience from previous roles at Baird and Goldman Sachs. Shane Nelson holds a 2026 - 2026 Columbia Business School Executive Education. With a robust skill set that includes Loans, Mortgage Lending, Loan Origination, Credit, Series 7 and more. Shane Nelson has 1 emails and 2 mobile phone numbers on RocketReach.
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