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Ashley Nelson Email & Phone Number

Vice President, Healthcare Practice at CAC Specialty
Location: Greater Seattle Area, United States 5 work roles 2 schools
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Current company
Role
Vice President, Healthcare Practice
Location
Greater Seattle Area, United States
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Who is Ashley Nelson? Overview

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Quick answer

Ashley Nelson is listed as Vice President, Healthcare Practice at CAC Specialty, a with 106 employees, based in Greater Seattle Area, United States. AeroLeads shows a matched LinkedIn profile for Ashley Nelson.

Ashley Nelson previously worked as VP, New Business Originations at Siena Healthcare Finance and Relationship Manager - Healthcare Banking at Bok Financial. Ashley Nelson holds Bachelor'S Degree, Finance, Economics from Eastern Washington University.

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Email format at CAC Specialty

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CAC Specialty

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Profile bio

About Ashley Nelson

Ashley Nelson is a Vice President, Healthcare Practice at CAC Specialty.

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Ashley Nelson's current company

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CAC Specialty
Cac Specialty
Vice President, Healthcare Practice
denver, colorado, united states
Employees
106
AeroLeads page
5 roles

Ashley Nelson work experience

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Vice President, Healthcare Practice

Current

Seattle, Washington, United States

Risk Management and Commercial Insurance Broker providing strategic solutions across various specialty industries. Focused on the Healthcare space, including Senior Living and the greater continuum of care, we are dedicated to building strong relationships and protecting our client's business.

Aug 2024 - Present

Relationship Manager - Healthcare Banking

Greater Denver Area

- Account manager to maintain existing client relationships; prospecting to establish new relationships in five territory states- Manage existing $150 million loan portfolio as well as contribute to $200 million plus in new sales annually- Communicate with all clients on a continual basis to manage additional credit requests and account issues to to keep all credit facilities current and operational- Track pipeline for existing clients and prospects and compile quarterly reports for sales calls- Prepare financial analysis and loan documentation; provide recommendations regarding pricing and account structure- Corporate event planning for both internal and external networking receptions and sales events

Oct 2018 - Feb 2022

Portfolio Manager - Healthcare Banking

Denver, Co

- Work closely with relationship manager to maintain existing client relationships and establish new relationships both in Colorado and expanding footprint states- Prepare financial analysis and loan documentation; provide recommendations regarding pricing and loan structure- Monitor specified credit facilities to ensure proper cash flow, financial stability of the borrower and compliance with loan covenants - Active market research and development to assist relationship manager mitigate healthcare related changes, regulation etc.

Dec 2014 - Mar 2021

Wealth Management Investment Associate

Denver, Co

- Support team of six portfolio managers in wide variety of investment tasks, including management of individual schedules and meeting obligations- Responsible for creating client portfolio review materials using variety of analysis tools to effectively implement charts, tables and reports- Manage performance tracking system and execute corresponding quarterly investment letter to clients- Work with Trust Officers outside of the portfolio group to help assist in developing and maintaining client relationships- Assist with financial research to keep team abreast of market activity, federal regulation etc.

Aug 2010 - Dec 2014
Team & coworkers

Colleagues at CAC Specialty

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2 education records

Ashley Nelson education

FAQ

Frequently asked questions about Ashley Nelson

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What company does Ashley Nelson work for?

Ashley Nelson works for CAC Specialty.

What is Ashley Nelson's role at CAC Specialty?

Ashley Nelson is listed as Vice President, Healthcare Practice at CAC Specialty.

Where is Ashley Nelson based?

Ashley Nelson is based in Greater Seattle Area, United States while working with CAC Specialty.

What companies has Ashley Nelson worked for?

Ashley Nelson has worked for Cac Specialty, Siena Healthcare Finance, and Bok Financial.

Who are Ashley Nelson's colleagues at CAC Specialty?

Ashley Nelson's colleagues at CAC Specialty include Ursula Moran 👩🏼‍💻, John L. Robertson, Chloe Schilling, Eric Mcginnes, and Thomas Power.

How can I contact Ashley Nelson?

You can use AeroLeads to view verified contact signals for Ashley Nelson at CAC Specialty, including work email, phone, and LinkedIn data when available.

What schools did Ashley Nelson attend?

Ashley Nelson holds Bachelor'S Degree, Finance, Economics from Eastern Washington University.

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