Stephen Nelson Email & Phone Number
President @ Birchwood Capital
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Stephen Nelson Location
- Carlsbad, CA, US
Stephen Nelson Work
- President @ (October 2020 - Present)
- Wealth Manager @ (October 2016 - September 2020)
- Private Client Associate @ (January 2015 - January 2016)
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.
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