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

  • Microsoft Office
  • Financial Modeling
  • Microsoft Word
  • PowerPoint
  • Microsoft Excel
  • Public Speaking
  • Finance
  • People Skills
  • Financial Analysis
  • Social Media Marketing

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.

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