Stephen Nelson's Location
San Diego, CA, US
Stephen Nelson's Work
Stephen Nelson's Education
Southern Methodist University - Cox School of Business
Master of Science - MS (Finance)
2014 - 2015
Southern Methodist University - Cox School of Business
Bachelor's of Business Administration (Finance)
2010 - 2014
Stephen Nelson's Skills
Stephen Nelson's Summary
Stephen Nelson, based in San Diego, CA, US, is currently a President and Financial Planner at Birchwood Capital, bringing experience from previous roles at Aldrich Wealth LP and Bernstein Private Wealth Management. Stephen Nelson holds a 2014 - 2015 Master of Science - MS in Finance @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Microsoft Office, Financial Modeling, Microsoft Word, PowerPoint, Microsoft Excel and more, Stephen Nelson contributes valuable insights to the industry. Stephen Nelson has 3 emails and 1 mobile phone number on RocketReach.