Casey Nelson

Casey Nelson Email and Phone Number

VP Institution, Regional Bank Business Development Officer @ LPL Financial
Casey Nelson's Location
United States, United States
Casey Nelson's Contact Details

Casey Nelson personal email

n/a
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.

Casey Nelson's Current Company Details
LPL Financial

Lpl Financial

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VP Institution, Regional Bank Business Development Officer
Casey Nelson Work Experience Details
  • Lpl Financial
    Vp Institution, Regional Bank Business Development Officer
    Lpl Financial 2023 - Present
    San Diego, Ca, Us
    View
  • U.S. Bank
    Private Wealth Advisor
    U.S. Bank 2021 - 2023
    Minneapolis, Mn, Us
    View
  • Regions Bank
    Private Wealth Advisor
    Regions Bank 2020 - 2021
    Birmingham, Alabama, Us
    View
  • Charles Schwab
    Managing Director
    Charles Schwab 2018 - 2020
    Westlake, Texas, Us
    View
  • Wells Fargo
    Regional Banking Director
    Wells Fargo 2018 - 2018
    San Francisco, California, Us
    View
  • Wells Fargo
    Affluent Segment Leader
    Wells Fargo 2015 - 2018
    San Francisco, California, Us
    View
  • Wells Fargo
    Private Banker
    Wells Fargo 2012 - 2015
    San Francisco, California, Us
    View
  • Jackson
    Wholesaler
    Jackson 2010 - 2012
    Lansing, Mi, Us
    View
  • Citizens Republic Bancorp Inc
    Financial Advisor
    Citizens Republic Bancorp Inc 2007 - 2010
    View

Casey Nelson Skills

Wealth Management Leadership Strategy Banking Staff Development Sales Management Coaching Sales Effectiveness Insurance Risk Management Sales Operations Sales Process Series 63 Management Sales Presentations Series 7 Life And Health Insurance Licenses Series 66 Sales Sales Management Coaching Series 9 Series 10

Casey Nelson Education Details

  • University Of Mary
    University Of Mary
    Economics / Finance
  • Michigan Technological University
    Michigan Technological University
    Economics / Finance
  • University Of St. Thomas - Opus College Of Business
    University Of St. Thomas - Opus College Of Business
    Master Of Business Administration - Mba

Frequently Asked Questions about Casey Nelson

What company does Casey Nelson work for?

Casey Nelson works for Lpl Financial

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

Casey Nelson's current role is VP Institution, Regional Bank Business Development Officer.

What is Casey Nelson's email address?

Casey Nelson's email address is ca****@****ank.com

What schools did Casey Nelson attend?

Casey Nelson attended University Of Mary, Michigan Technological University, University Of St. Thomas - Opus College Of Business.

What skills is Casey Nelson known for?

Casey Nelson has skills like Wealth Management, Leadership, Strategy, Banking, Staff Development, Sales Management Coaching, Sales Effectiveness, Insurance, Risk Management, Sales Operations, Sales Process, Series 63.

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