Timothy Nelson Email & Phone Number
VP of Retirement Plan Consulting @ HUB International
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Timothy Nelson Location
- Castle Rock, CO, US
Timothy Nelson Work
- VP of Retirement Plan Consulting @ (September 2023 - Present)
- Relationship Manager @ Principal Financial Group (August 2014 - October 2023)
- Client Service Manager @ Charles Schwab (May 2013 - August 2014)
- Sr Plan Specialist @ (March 2012 - April 2013)
- Customer Service Representative @ (September 2011 - February 2012)
- Client Relationship Administrator @ (August 2003 - August 2011)
Timothy Nelson Education
- University of Wisconsin-La Crosse
BS (Chemistry)
1996-2001
Timothy Nelson Skills
- Highly detail oriented
- Investments
- Relationship Management
- Pensions
- 401k
- Call Center
- Retirement Plan Consulting
- Defined Contribution
- Defined Benefit
- Financial Services
- Organizational Effectiveness
- Operational Efficiency
Timothy Nelson Summary
- Timothy Nelson, based in Castle Rock, CO, US, is currently a VP of Retirement Plan Consulting at HUB International. Timothy Nelson brings experience from previous roles at Principal Financial Group, Charles Schwab, Retirement Alliance, Inc. and Fidelity Investments. Timothy Nelson holds a 1996 - 2001 BS in Chemistry @ University of Wisconsin-La Crosse. With a robust skill set that includes Highly detail oriented, Investments, Relationship Management, Pensions, 401k and more. Timothy Nelson has 2 emails and 3 mobile phone numbers on RocketReach.
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