Trey Nelson Email & Phone Number
Managing Partner
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Trey Nelson Location
- Paradise Valley, AZ, US
Trey Nelson Work
- 2021 -now Managing Partner @ Collective Wealth Advisors LLC
- 2009 -2021 Vice President and Regional Director @
- 2002 -2009 Co-Founder and Partner @
- 2001 -2002 Financial Consultant @ Ackley Financial Group
- 1998 -2001 Financial Advisor @
Trey Nelson Education
- Concordia University-Austin
(Economics)
1993-1997
Trey Nelson Skills
- Public Speaking
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- ETFs
- Estate Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- 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 Concordia University-Austin. With a robust skill set that includes Public Speaking, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Trey Nelson has 1 emails and 2 mobile phone numbers on RocketReach.
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