Vp Institution, Regional Bank Business Development Officer
Current
2023 - Present
~3 yrs 7 mos
AeroLeads people directory · profile
Casey Nelson Email & Phone Number
VP Institution, Regional Bank Business Development Officer
at
LPL Financial
1 work email found
@usbank.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
VP Institution, Regional Bank Business Development Officer
Location
United States
Who is Casey Nelson? Overview
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Quick answer
Casey Nelson is listed as VP Institution, Regional Bank Business Development Officer at LPL Financial, based in United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for Casey Nelson.
Casey Nelson previously worked as Private Wealth Advisor at U.S. Bank and Private Wealth Advisor at Regions Bank. Casey Nelson holds Bachelor’S Degree, Economics / Finance from University Of Mary.
Company email context
Email format at LPL Financial
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{first}.{last}@usbank.com
86% confidence
AeroLeads found 1 current-domain work email signal for Casey Nelson. Compare company email patterns before reaching out.
Profile bio
About Casey Nelson
Casey Nelson is a VP Institution, Regional Bank Business Development Officer at LPL Financial. They possess expertise in wealth management, leadership, strategy, banking, staff development and 17 more skills.
Listed skills include Wealth Management, Leadership, Strategy, Banking, and 18 others.
Current workplace
Casey Nelson's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 20 years
Casey Nelson work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
2021 - 2023
~2 yrs
Private Wealth Advisor
2020 - 2021
~1 yr
Managing Director
2018 - 2020
~2 yrs
Regional Banking Director
2018 - 2018
Affluent Segment Leader
2015 - 2018
~3 yrs
Private Banker
2012 - 2015
~3 yrs
Wholesaler
2010 - 2012
~2 yrs
Financial Advisor
2007 - 2010
~3 yrs
3 education records
Casey Nelson education
Bachelor’S Degree, Economics / Finance
University Of Mary
Economics / Finance
Michigan Technological University
Master Of Business Administration - Mba
University Of St. Thomas - Opus College Of Business
FAQ
Frequently asked questions about Casey Nelson
Quick answers generated from the profile data available on this page.
What company does Casey Nelson work for?
Casey Nelson works for LPL Financial.
What is Casey Nelson's role at LPL Financial?
Casey Nelson is listed as VP Institution, Regional Bank Business Development Officer at LPL Financial.
What is Casey Nelson's email address?
AeroLeads has found 1 work email signal at @usbank.com for Casey Nelson at LPL Financial.
Where is Casey Nelson based?
Casey Nelson is based in United States while working with LPL Financial.
What companies has Casey Nelson worked for?
Casey Nelson has worked for Lpl Financial, U.S. Bank, Regions Bank, Charles Schwab, and Wells Fargo.
How can I contact Casey Nelson?
You can use AeroLeads to view verified contact signals for Casey Nelson at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Casey Nelson attend?
Casey Nelson holds Bachelor’S Degree, Economics / Finance from University Of Mary.
What skills is Casey Nelson known for?
Casey Nelson is listed with skills including Wealth Management, Leadership, Strategy, Banking, Staff Development, Sales Management Coaching, Sales Effectiveness, and Insurance.
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