Stephen Nelson Location
Carlsbad, CA, US
Stephen Nelson Work
- 2020 - now President @ Birchwood Capital
- 2016 - 2020 Wealth Manager @ AKT Wealth Advisors LP
- 2015 - 2016 Private Client Associate @ Bernstein Private Wealth Management
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
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.
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Top Birchwood Capital Employees
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Matt Higbie
Managing Director at Birchwood Capital
Loganville, GA, US23
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