Andrew Nelson

Andrew Nelson Email and Phone Number

Partner, Director of Business Development at Human Investing @ Human Investing
lake oswego, oregon, united states
Andrew Nelson's Location
Lake Oswego, Oregon, United States, United States
Andrew Nelson's Contact Details

Andrew Nelson personal email

n/a

Andrew Nelson phone numbers

About Andrew Nelson

After Graduating from Linfield College in 2009 I was hired on as an intern at Human Investing. From there I transitioned to an investment analyst role where I developed technical skills in the financial services industry and worked on among other things; financial planning, trading, client report preparation, and retirement plan implementation.My current role entails leading our Workplace Advisory team, where I serve individual and institutional clients in a variety of ways providing retirement planning, financial counsel, and capital management.

Andrew Nelson's Current Company Details
Human Investing

Human Investing

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Partner, Director of Business Development at Human Investing
lake oswego, oregon, united states
Website:
humaninvesting.com
Employees:
16
Andrew Nelson Work Experience Details
  • Human Investing
    Partner, Director Of Business Developement
    Human Investing Jan 2024 - Present
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  • Human Investing
    Partner, Director Of Workplace Advisory
    Human Investing Jul 2020 - Dec 2023
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  • Human Investing
    Director Of Workplace Advisory
    Human Investing Mar 2018 - Jul 2020
    Lake Oswego Or
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  • Human Investing
    Investment Advisor
    Human Investing Mar 2014 - Feb 2018
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  • Human Investing
    Investment Analyst
    Human Investing Dec 2009 - Feb 2014
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  • Human Investing
    Analyst Intern
    Human Investing Oct 2009 - Nov 2009
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Andrew Nelson Skills

Investments Retirement Planning Strategic Financial Planning Finance Retirement Alternative Investments Trading Mutual Funds Wealth Management Portfolio Management Asset Management Equities Asset Allocation 401k 401k Rollovers Investment Strategies Morningstar

Andrew Nelson Education Details

Frequently Asked Questions about Andrew Nelson

What company does Andrew Nelson work for?

Andrew Nelson works for Human Investing

What is Andrew Nelson's role at the current company?

Andrew Nelson's current role is Partner, Director of Business Development at Human Investing.

What is Andrew Nelson's email address?

Andrew Nelson's email address is an****@****usi.com

What is Andrew Nelson's direct phone number?

Andrew Nelson's direct phone number is +150390*****

What schools did Andrew Nelson attend?

Andrew Nelson attended University Of Oregon - Charles H. Lundquist College Of Business, Linfield College.

What skills is Andrew Nelson known for?

Andrew Nelson has skills like Investments, Retirement Planning, Strategic Financial Planning, Finance, Retirement, Alternative Investments, Trading, Mutual Funds, Wealth Management, Portfolio Management, Asset Management, Equities.

Who are Andrew Nelson's colleagues?

Andrew Nelson's colleagues are Drayton Carlberg, Cfp®, Cort Morris, Marc Kadomatsu,cfp®,chfc®,clu®, Ashli White, Eve Bell, Qka, Brady Rogers, Will Kellar, Cfp®.

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