Shelley Nelson Email & Phone Number
Director of Personal Wealth CFO Services @ Simplify Wealth LLC
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Shelley Nelson Location
- Minneapolis, MN, US
Shelley Nelson Work
- 2018 -now Director of Personal Wealth CFO Services @
- 2017 -2018 Senior Client Advisor @
- 2016 -2017 Family Office and Fund Administration Outsourcing @
- 2013 -2016 Director of Accounting @ Cherry Creek Family Offices
- 2010 -2013 Internal Tax Manager and Family Services @ Gates Capital Management
- 2004 -2010 Controller @ Wabash Capital Management, Inc.
- 2001 -2004 Staff Accountant @ Olson Clough & LeBlanc Ltd.
Shelley Nelson Education
- Mount Marty University
BS (Accounting, Computer Science)
1997-2001 - O'Gorman High School
Shelley Nelson Skills
- Accounting
- GAAP
- Financial Analysis
- Family Office
- Finance
- Auditing
- Tax
- CPA
- Banking
- Investments
- Financial Planning
- Portfolio Management
- Strategic Financial Planning
- Tax Preparation
- Internal Controls
- High Net Worth Individuals
- Team Leadership
- Project Management
- Sales
- Strategic Financial
- Microsoft Excel
Shelley Nelson Summary
- Shelley Nelson, based in Minneapolis, MN, US, is currently a Director of Personal Wealth CFO Services at Simplify Wealth LLC. Shelley Nelson brings experience from previous roles at The KNW Group, CliftonLarsonAllen, Cherry Creek Family Offices and Gates Capital Management. Shelley Nelson holds a 1997 - 2001 BS in Accounting, Computer Science @ Mount Marty University. With a robust skill set that includes Accounting, GAAP, Financial Analysis, Family Office, Finance and more. Shelley Nelson has 2 emails and 2 mobile phone numbers on RocketReach.
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