Stephen Nelson Email & Phone Number
Partner | Senior Wealth Manager @ Mills Wealth Advisors
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Stephen Nelson Location
- Southlake, TX, US
Stephen Nelson Work
- 2018 -now Partner | Senior Wealth Manager @
- 2017 -2020 Founder, CFO @
- 2012 -2018 Financial Advisor @
- 2015 -2018 College Unit Director @
- 2012 -2013 Director @ Dixie State University Opportunity Quest
- 2013 -2013 Marketing @
- 2009 -2011 Volunteer Missionary @
- 2008 -2009 Volunteer @ Know Greater Heros
Stephen Nelson Education
- Dixie State University
Bachelor of Finance (Finance, General)
2012-2014 - Salt Lake Community College
Associate of Science (A.S.) (General Studies)
2008-2012 - Dixie High
High School (High School)
2005-2008
Stephen Nelson Skills
- Leadership
- Finance
- Marketing
- Sports
- Whole Life
- Higher Education
- Business Planning
- Life Insurance
- Public Speaking
- Teaching
- Team Leadership
- Disability Insurance
- Customer Service
- Financial Analysis
- Entrepreneurship
- Sales
- Risk Management
- Team Building
- Strategic Planning
- Social Networking
Stephen Nelson Summary
- Stephen Nelson, based in Southlake, TX, US, is currently a Partner | Senior Wealth Manager at Mills Wealth Advisors. Stephen Nelson brings experience from previous roles at Quantum NRG, Northwestern Mutual and Dixie State University Opportunity Quest. Stephen Nelson holds a 2012 - 2014 Bachelor of Finance in Finance, General @ Dixie State University. With a robust skill set that includes Leadership, Finance, Marketing, Sports, Whole Life and more. Stephen Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Mills Wealth Advisors Employees
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Stephen Nelson
Partner | Senior Wealth Manager
Southlake, TX, US
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