Winston Nelson Email & Phone Number
Senior Vice President and Senior Wealth Advisor @ Comerica Bank
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Winston Nelson Location
- Dallas, TX, US
Winston Nelson Work
- Senior Vice President and Senior Wealth Advisor @ (August 2017 - Present)
- Vice President @ (November 2013 - August 2017)
- Vice President @ (January 2012 - October 2013)
- Financial Services Group @ ACS - Xerox (July 2010 - September 2011)
- Director of Sales @ (February 2002 - February 2010)
- Sr. General Manager @ (February 2001 - December 2001)
- General Manager @ (January 1999 - January 2001)
- Sales Executive @ (January 1996 - December 1998)
- Sales and Marketing Director @ Express Technologies (January 1993 - December 1995)
Winston Nelson Education
- Southern Methodist University
BA (Psychology)
1986-1990
Winston Nelson Skills
- Financial Services
- Wealth Management
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Portfolio Management
- Multi-generational wealth transfer
- Institutional Investments
- Series 7
- Series 66
- Wealth Preservation Planning
- Multi Generational
- Marketing
- Public Speaking
- Finance
- Wealth Preservation
- Financial Analysis
- Institutional
- Multi Generational Wealth Transfer
Winston Nelson Summary
- Winston Nelson, based in Dallas, TX, US, is currently a Senior Vice President and Senior Wealth Advisor at Comerica Bank. Winston Nelson brings experience from previous roles at Manning & Napier Advisors, Bernstein Global Wealth Management, ACS - Xerox and AT&T. Winston Nelson holds a 1986 - 1990 BA in Psychology @ Southern Methodist University. With a robust skill set that includes Financial Services, Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies and more. Winston Nelson has 2 emails and 3 mobile phone numbers on RocketReach.
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