Trey Nelson Email & Phone Number
Managing Partner
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Trey Nelson Location
- Paradise Valley, AZ, US
Trey Nelson Work
- Managing Partner @ Collective Wealth Advisors LLC (June 2021 - Present)
- Vice President and Regional Director @ (October 2009 - June 2021)
- Co-Founder and Partner @ (January 2002 - September 2009)
- Financial Consultant @ Ackley Financial Group (September 2001 - September 2002)
- Financial Advisor @ (March 1998 - August 2001)
Trey Nelson Education
- Concordia University Texas
Economics
1993-1997
Trey Nelson Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- ETFs
- Estate Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Public Speaking
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
- Management
- Business Strategy
- Strategy
- Finance
- Leadership
Trey Nelson Summary
- Trey Nelson, based in Paradise Valley, AZ, US, is currently a Managing Partner at Collective Wealth Advisors LLC. Trey Nelson brings experience from previous roles at Loring Ward, Sovereign Wealth Management, Ackley Financial Group and Thrivent Financial. Trey Nelson holds a 1993 - 1997 Economics @ Concordia University Texas. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, ETFs and more. Trey Nelson has 1 emails and 2 mobile phone numbers on RocketReach.
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