Stephen Nelson Email & Phone Number
President @ Birchwood Capital
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Stephen Nelson Location
- Carlsbad, CA, US
Stephen Nelson Work
- 2020 -now President @
- 2016 -2020 Wealth Manager @
- 2015 -2016 Private Client Associate @
Stephen Nelson 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 Skills
- Financial Modeling
- Financial Planning
- Financial Analysis
- Microsoft Office
- People Skills
- Public Speaking
- Spanish
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Finance
- Sales
- Social Media Marketing
Stephen Nelson Summary
- Stephen Nelson, based in Carlsbad, CA, US, is currently a President at Birchwood Capital. Stephen Nelson brings 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 Financial Modeling, Financial Planning, Financial Analysis, Microsoft Office, People Skills and more. Stephen Nelson has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Stephen Nelson?
Find contact details for 700 million professionals.
Top Birchwood Capital Employees
Stephen Nelson
President
Carlsbad, CA, US
Matt Higbie
Managing Director
Loganville, GA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co