Christopher Nelson, Cfa Email and Phone Number
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🏦WHAT I DO: I help Community Banks & Credit Unions with investment advisory, asset management services, investment training, and executive coaching to manage their risks and meet their investment objectives. HOW I DO IT: I can train your investment team directly or through a consulting role to assist in managing your investment portfolio, including fixed income & equity securities.WHAT MAKES ME UNIQUE: I’ve spent 30 years in the banking & investment industry, so my coaching & consulting services come from a place of real-world, “from the trenches” insight & experience.REAL ROI: During my time as Chief Investment Officer & Director of Finance & Treasury for my community bank, I successfully managed $1 BILLION in investments and helped the bank to triple its total assets. ENERGY, PASSION & PURPOSE: With a background in radio broadcasting plus more than a decade of experience teaching (both in university settings and as a corporate trainer / speaker / consultant for financial executives), I make banking ANYTHING but boring!👀 AN EYE FOR OBJECTIVITY: I'm an independent, objective coach & consultant (not a broker) - as a fiduciary, I always act in your best interest.CUSTOMIZED CONSULTING OPTIONS: I can help your executives better manage your fixed-income investment portfolios onsite, through workshops, or via online training. I also work with bank executives directly, providing personal one-on-one mentoring and coaching services.SERVICES I PROVIDE: 💰 Investment portfolio management and advisory services🏦 Project-based and ongoing consulting for financial institutions👨🏫 Onsite investment training for staff, management, and boards📈 Investment workshops💻 Online courses👨💼 Personal mentoring and coaching📞READY TO TALK?Reach out to me directly here on LinkedIn or call me at 207-420-2442.AREAS OF EXPERTISE: Investment Advisory | Investment Portfolio Management | Fixed Income Analysis | Financial Institutions | Executive Training | Asset/Liability Management | Executive Coaching
Bond Investment Mentor
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Training And Education For Community Financial InstitutionsBond Investment MentorBangor, Me, Us
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Training & Education For Community Financial InstitutionsBond Investment Mentor 2020 - PresentBangor, Me, Us𝐖𝐇𝐀𝐓 𝐈 𝐃𝐎: I help people with responsibility for their community financial institution's investment portfolio master the art of fixed income investments, by providing in-person and online training and coaching services.As your personal investment guide, I will help you boost your fixed income investment knowledge, level up your portfolio management skills, and help you gain the know-how you need to help your community bank or credit union achieve its financial goals.𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒 𝐈 𝐏𝐑𝐎𝐕𝐈𝐃𝐄: I work with community bank and credit union executives and their team members, providing:👨🏫 Onsite investment training for staffs, management and boards📈 Investment workshops💻 Online courses👨💼 Personal mentoring and coaching 𝐖𝐇𝐀𝐓 𝐌𝐀𝐊𝐄𝐒 𝐌𝐄 𝐔𝐍𝐈𝐐𝐔𝐄: As someone with nearly 30 years in banking and investments, I bring the experiences, perspective and insight that can only be learned "in the trenches." I also enjoy drawing upon my 13 years of teaching and executive training to make fixed income securities, their characteristics and risks, and investment portfolio management more understandable.Training can be done onsite, as well as through workshops or online training. I also work with bank executives directly, providing personal one-on-one mentoring and coaching services.🗣 𝐑𝐄𝐀𝐃𝐘 𝐓𝐎 𝐓𝐀𝐋𝐊? Reach out to me directly here on LinkedIn, email me at Chris@BondInvestmentMentor, visit online at BondInvestmentMentor.com, or call me direct at 207-420-2442.𝐀𝐑𝐄𝐀𝐒 𝐎𝐅 𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄: Investment Training | Fixed Income Securities | Investment Portfolio Management | Fixed Income Analysis | Financial Institutions | Executive Coaching
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Ceo | Investment Advisory + Executive Coaching For Banks & Credit Unions | Investment TrainingNelson Capital Advisors 2020 - Present🏦WHAT I DO: I help Community Banks & Credit Unions with investment advisory, asset management services, investment training, and executive coaching to manage their risks and meet their investment objectives. HOW I DO IT: I can train your investment team directly or through a consulting role to assist in managing your investment portfolio, including fixed income & equity securities.WHAT MAKES ME UNIQUE: I’ve spent 30 years in the banking & investment industry, so my coaching & consulting services come from a place of real-world, “from the trenches” insight & experience.REAL ROI: During my time as Chief Investment Officer & Director of Finance & Treasury for my community bank, I successfully managed $1 BILLION in investments and helped the bank to triple its total assets. ENERGY, PASSION & PURPOSE: With a background in radio broadcasting plus more than a decade of experience teaching (both in university settings and as a corporate trainer / speaker / consultant for financial executives) I make banking ANYTHING but boring!👀 AN EYE FOR OBJECTIVITY: I'm an independent, objective coach & consultant (not a broker) - as a fiduciary, I always act in your best interest.CUSTOMIZED CONSULTING OPTIONS: I can help your executives better manage your fixed income investment portfolios onsite, through workshops or via online training. I also work with bank executives directly, providing personal one-on-one mentoring and coaching services.SERVICES I PROVIDE: 💰 Investment portfolio management and advisory services🏦 Project-based and ongoing consulting for financial institutions👨🏫 Onsite investment training for staff, management and boards📈 Investment workshops💻 Online courses👨💼 Personal mentoring and coaching📞READY TO TALK?Reach out to me directly here on LinkedIn or call me at 207-420-2442. -
Faculty InstructorGraduate School Of Banking At Colorado 2015 - PresentWestminster, Colorado, UsWHAT I DO: I serve as a faculty member for the school's executive training programs:Graduate School of Banking Annual Session (2021-Present) ~ This is a three-year program that helps community bankers build their professional banking and leadership skills. I teach a course on managing the investment portfolio that introduces key investment and portfolio management concepts.Community Bank Investments School (2018-Present) ~ This is a 3 1/2 day program that helps financial managers at community banks learn how to effectively manage an investment portfolio, including hands-on Bloomberg training. I assisted in curriculum development for the program and serve as part of the faculty team.Executive Development Institute for Community Bankers (2015-2020) ~ This is a 19-month program for up-and-coming C-level community bank executives. I led sessions on investments and asset/liability management, including the use of an interactive case study to build upon the concepts learned.In addition to the programs above, I have also spoken at GSBC's annual Workshop on Community Bank Investments in Las Vegas, presenting sessions on bank investments, brokered deposit strategies and effective management of a bank's asset/liability management committee. -
Sr. Vice President, Director Of Finance & Treasury / Chief Investment OfficerBangor Savings Bank 2003 - 2020Bangor, Maine, UsROLE: I was responsible for supervising the Bank's financial operations relating to liquidity and funds management, asset/liability and interest rate risk management, loan and deposit pricing, hedging and derivative activities, bank portfolio investment management and international services. I served as a member of the Bank's Leadership and Asset/Liability & Investment Management (ALCO) Committees.I managed a $1 billion investment portfolio, utilizing fixed income securities (bonds, mortgage-backed and asset-backed securities), common equities, mutual funds and tax credit/private equity investments. In addition, I assisted the CFO with the management of the Bank's bank-owned life insurance (BOLI) portfolios.I was directly responsible for loan and deposit pricing, working closely with members of senior management in rate setting for commercial, small business, residential mortgage and consumer loans as well as retail deposits. I also developed strategies utilizing interest rate swaps, caps and floors for commercial and small business banking as well as overall balance sheet management. In the past, I have assisted the CFO with residential mortgage loan securitization and integrated the treasury and investment functions as part of a bank acquisition. -
Vice President, Senior Investment OfficerBangor Savings Bank 2000 - 2003Bangor, Maine, UsROLE: I managed the investment management team for the Bank's Trust & Investment Services Group, which was responsible for approximately $640 million in assets under management. Upon joining the group, I developed and implemented a restructuring of the investment management process, providing for a more disciplined selection of fixed income, equity and mutual fund securities. The changes resulted in improved investment performance and lower overall portfolio risk for clients. I also worked closely with the Bank's senior management in the implementation of investment strategies for the Bank's investment portfolio. In addition, I actively participated in the department's business development process to improve revenues and non-interest income for the Bank.
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Cooperating Faculty InstructorUniversity Of Maine 2008 - 2017Orono, Me, UsROLE: I taught finance classes for the Maine Business School at both the undergraduate and graduate levels. My main focus was on financial institutions, fixed income securities and financial risk management. In developing and teaching a course, the primary objective is not only to explore fundamental concepts, but to share their application and discuss real world examples and experiences. To do this effectively, I utilized custom textbooks that draw upon multiple authors, current industry research and data, discussion of current events and the use of an industry-level bank simulation exercise. I also incorporated using the Bloomberg terminal into class presentations and assignments. -
Faculty Leader | Graduate School Of Bank Investments & Financial ManagementDarla Moore School Of Business - Executive Development 2007 - 2016Columbia, South Carolina, UsROLE: I served as a member of the faculty team, presenting classes on fixed income investment securities, portfolio management strategies and asset/liability management for community bank executives and others involved in the management of a financial institution's investments and balance sheet. -
Vice President, Senior Investment OfficerCape Cod Bank & Trust Company 1995 - 2000ROLE: I was part of a three-member investment management team for the Bank's Trust Department, and was personally responsible for managing $110 million in client assets for individuals, institutions, trusts and retirement plans. Among my contributions to our team's efforts were the development of a quantitative stock model, which became an integral part of the security selection process, and a redesign of our mutual fund asset allocation program, which resulted in more consistent investment portfolio performance. I also worked with other members of the department on business development efforts. I was a regular contributor to the department's ongoing series of trust and investment seminars for existing and prospective clients, and produced economic and investment publications for use with clients, prospects and community centers of influence. In addition, I created and produced a daily market report and weekly financial planning feature that aired on three local radio stations.
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Principal/Financial ConsultantCcb&T Investment Company 1992 - 1995ROLE: I primarily worked with and advised individual clients on asset allocation, investment strategies and security selection. My business development efforts included the development and maintenance of a strong referral network with the retail banking teams in my region, and I established the company's first satellite office, which resulted in increased visibility and business development opportunities. In addition, I created and presented a series of financial planning seminars, which increased prospect generation and sales, and created and produced a financial planning feature and daily business report which aired on two area radio stations.As principal, I assisted in the supervision of company sales and trading activities to ensure compliance with SEC and NASD regulations.
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Senior Investment AssistantCape Cod Bank & Trust Company 1991 - 1992ROLE: I assisted a team of investment portfolio managers in the Trust Department, providing trading and administrative support.
Christopher Nelson, Cfa Skills
Christopher Nelson, Cfa Education Details
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Cambridge CollegeFinance -
Excelsior UniversityFinance
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Dean CollegeCommunications
Frequently Asked Questions about Christopher Nelson, Cfa
What company does Christopher Nelson, Cfa work for?
Christopher Nelson, Cfa works for Bond Investment Mentor
What is Christopher Nelson, Cfa's role at the current company?
Christopher Nelson, Cfa's current role is Training and Education for Community Financial Institutions.
What is Christopher Nelson, Cfa's email address?
Christopher Nelson, Cfa's email address is cj****@****int.net
What is Christopher Nelson, Cfa's direct phone number?
Christopher Nelson, Cfa's direct phone number is (877) 226*****
What schools did Christopher Nelson, Cfa attend?
Christopher Nelson, Cfa attended Cambridge College, Excelsior University, Dean College.
What skills is Christopher Nelson, Cfa known for?
Christopher Nelson, Cfa has skills like Banking, Investments, Portfolio Management, Risk Management, Fixed Income, Asset Management, Bonds, Hedging, Investment Strategies, Training And Development, Executive Training, Financial Management.
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