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Chris Nelson, Cipm Email & Phone Number

Senior Sales Account Executive - Addepar at SS&C Advent
Location: Jacksonville, Florida, United States 8 work roles 1 school
2 work emails found @advent.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email c****@advent.com
LinkedIn Profile matched
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Current company
SS&C Advent
Role
Senior Sales Account Executive - Addepar
Location
Jacksonville, Florida, United States
Company size
1700 employees

Who is Chris Nelson, Cipm? Overview

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Quick answer

Chris Nelson, Cipm is listed as Senior Sales Account Executive - Addepar at SS&C Advent, a company with 1700 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at advent.com and a matched LinkedIn profile for Chris Nelson, Cipm.

Chris Nelson, Cipm previously worked as Senior Sales Account Executive - Addepar at Addepar and Director Advisory Sales/Senior Account Executive at Ss&C Advent. Chris Nelson, Cipm holds Bachelor Of Science, Economics from Florida State University.

Company email context

Email format at SS&C Advent

This section adds company-level context without repeating Chris Nelson, Cipm's masked contact details.

*@advent.com
74% confidence

AeroLeads found 2 current-domain work email signals for Chris Nelson, Cipm. Compare company email patterns before reaching out.

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Profile bio

About Chris Nelson, Cipm

Experienced Software Account Executive with over 14 years of experience. Help drive business development for Addepar. Skilled in Sales Process, Portfolio Management, Electronic Trading, GIPS and Software Integrations.

Listed skills include Investments, Financial Analysis, Portfolio Management, Equities, and 20 others.

Current workplace

Chris Nelson, Cipm's current company

Company context helps verify the profile and gives searchers a useful next step.

SS&C Advent
Ss&C Advent
Senior Sales Account Executive - Addepar
Jacksonville, FL, US
Website
advent.com
Employees
1700
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Company profile
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8 roles

Chris Nelson, Cipm work experience

A career timeline built from the work history available for this profile.

Senior Sales Account Executive - Addepar

Current
Addepar

New York, New York, US

Aug 2024 - Present

Director Advisory Sales/Senior Account Executive

Ss&C Advent

San Francisco, CA, US

Jan 2020 - Aug 2024

Account Executive At Advent Software

Ss&C Technologies

Windsor, CT, US

  • Help financial institutions navigate technology
  • Develop and maintain strategic relationships with C-Level personnel
  • Proven track record of exceeding quota each year
Oct 2017 - Aug 2024

Senior Fintech Technology Consultant

Advent Software/Ss&C

San Francisco, CA, US

  • Sales Technical Consultant for Wealth Management division of SS&C/Advent
  • Expertise in Portfolio Accounting and Reporting, GIPS Compliance, Systems Integration, Relationship Management, and Consulting
  • Understand the key business requirements of organizations ranging from large enterprise financial groups to independent RIAs
  • Collaborate in the entire sales process from setting strategy to delivering strong solution presentations to assure success and client satisfaction
Jan 2013 - Oct 2017

Solutions Analyst

Black Diamond Performance Reporting, Llc (An Advent Software Company)
Jun 2011 - Dec 2012

Operations Analyst

Black Diamond Performance Reporting, Llc (An Advent Software Company)
Dec 2009 - Jun 2011

International Auditor

Merrill Lynch/Bank Of America
Mar 2009 - Dec 2009
Team & coworkers

Colleagues at SS&C Advent

Other employees you can reach at advent.com. View company contacts for 1700 employees →

BK Bryan Klein, Cfp®, M.S. Bryan Klein, Cfp®, M.S. Colleague at Ss&C Advent Metro Jacksonville, United States View → JJ Ji Jiang Ji Jiang Colleague at Ss&C Advent Beijing, China, China View → CW Cunhui Wang Cunhui Wang Colleague at Ss&C Advent Beijing, China, China View → AN Avinash Narayan Avinash Narayan Colleague at Ss&C Advent Manteca, California, United States, United States View → JH Jed Harlow Jed Harlow Colleague at Ss&C Advent San Francisco Bay Area, United States View → JW James Ward James Ward Colleague at Ss&C Advent Keller, Texas, United States, United States View → FW Frank Wang Frank Wang Colleague at Ss&C Advent China, China View → EP Ellaine Patricia Medallo, Cpa Ellaine Patricia Medallo, Cpa Colleague at Ss&C Advent Pasig, National Capital Region, Philippines, Philippines View → DH Drew Hepner Drew Hepner Colleague at Ss&C Advent Saint Johns, Florida, United States, United States View → HH Harish Hathur Harish Hathur Colleague at Ss&C Advent Karnataka, India, India View →
1 education record

Chris Nelson, Cipm education

  • Florida State University
    Florida State University
    Economics
FAQ

Frequently asked questions about Chris Nelson, Cipm

Quick answers generated from the profile data available on this page.

What company does Chris Nelson, Cipm work for?

Chris Nelson, Cipm works for SS&C Advent.

What is Chris Nelson, Cipm's role at SS&C Advent?

Chris Nelson, Cipm is listed as Senior Sales Account Executive - Addepar at SS&C Advent.

What is Chris Nelson, Cipm's email address?

AeroLeads has found 2 work email signals at @advent.com for Chris Nelson, Cipm at SS&C Advent.

Where is Chris Nelson, Cipm based?

Chris Nelson, Cipm is based in Jacksonville, Florida, United States while working with SS&C Advent.

What companies has Chris Nelson, Cipm worked for?

Chris Nelson, Cipm has worked for Ss&C Advent, Addepar, Ss&C Technologies, Advent Software/Ss&C, and Black Diamond Performance Reporting, Llc (An Advent Software Company).

Who are Chris Nelson, Cipm's colleagues at SS&C Advent?

Chris Nelson, Cipm's colleagues at SS&C Advent include Bryan Klein, Cfp®, M.S., Ji Jiang, Cunhui Wang, Avinash Narayan, and Jed Harlow.

How can I contact Chris Nelson, Cipm?

You can use AeroLeads to view verified contact signals for Chris Nelson, Cipm at SS&C Advent, including work email, phone, and LinkedIn data when available.

What schools did Chris Nelson, Cipm attend?

Chris Nelson, Cipm holds Bachelor Of Science, Economics from Florida State University.

What skills is Chris Nelson, Cipm known for?

Chris Nelson, Cipm is listed with skills including Investments, Financial Analysis, Portfolio Management, Equities, Account Management, Financial Services, Wealth Management, and Crm.

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