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Dallin Nelson Email & Phone Number
Portfolio Strategist
at
Orion
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Strategist
Location
Logan, Utah, United States
Company size
Who is Dallin Nelson? Overview
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Quick answer
Dallin Nelson is listed as Portfolio Strategist at Orion, a company with 24 employees, based in Logan, Utah, United States. AeroLeads shows a matched LinkedIn profile for Dallin Nelson.
Dallin Nelson previously worked as Junior Analyst at Epic Ventures and Summer Intern at D.A. Davidson Companies. Dallin Nelson studied at Utah State University.
Company email context
Email format at Orion
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Orion
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Profile bio
About Dallin Nelson
I am a driven finance student at Utah State University with a passion for helping businesses grow and succeed. My ultimate goal is to thrive in venture capital, working with firms where my values align and I can contribute to identifying and supporting promising startups. I’m also deeply committed to becoming the best husband and father I can be, balancing professional success with a strong family foundation.What sets me apart is my punctuality, integrity, and poise, as well as my strong interpersonal communication skills. Whether leading as Vice President of the USU Finance Club or collaborating in internships focused on sales development and finance, I consistently bring enthusiasm, dedication, and a team-oriented mindset. I excel at building meaningful relationships, solving problems, and taking on challenges with confidence and focus.Right now, I’m seeking internship opportunities where I can grow my knowledge and contribute to the success of a forward-thinking organization. I’m eager to learn from the best and take the next step in my career journey while adding value to a company’s mission. Let’s connect!
Current workplace
Dallin Nelson's current company
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Orion
7 roles
Dallin Nelson work experience
A career timeline built from the work history available for this profile.
Junior Analyst
Current
Jan 2025 - Present
Summer Intern
Key Responsibilities:- Hands-On Projects: Support Financial Advisors and their clients. - Direct Mentorship: Work with experienced Financial Advisors. - Research: Research stocks, and mutual funds for Financial Advisors. Seattle ‘Intern week’ Experience: - Engage in presentations, mock interviews, community service, and team-building activities with firm.
Jun 2024 - Aug 2024
Summer Intern
- During my internship, I worked to support projects for our North Texas portfolio management team.
- Participated in projects for our Portfolio Asset Allocation team.
- Observed the work of our financial planning & trading teams.
May 2023 - Jul 2023
Missionary
- Served the public in any way possible, for 12+ hrs. a day, and 80+ hrs. a week.
- Lead trainings for 30+ other missionaries.
- Maintained the highest form of conduct and diligence in service.
- Became proficient in the Spanish language.
Dec 2020 - Dec 2022
Sales Representative
- Sold $50k+ worth of security systems to local homes, families, and large corporations.
- Worked closely with law enforcement officers and linked them to the public.
- Walked door-to-door for 12 hrs. a day clocking 75+ hrs. a week.
May 2020 - Aug 2020
Assistant Pool Manager
- Assistant Pool Manager
- Assisted 14 other lifeguards to excel in all their duties.
- Held monthly trainings to help lifeguards become proficient in their roles.
- Created schedules biweekly, assisted in the hiring process of new lifeguards, and opened and closed the pool.
- Performed lifesaving first-aid responses.City of BoerneHead Lifeguard
- Assisted 13 other lifeguards to perform their duties at the pool.
May 2017 - Aug 2020
Team & coworkers
Colleagues at Orion
Other employees you can reach at epicvc.com. View company contacts for 24 employees →
WD
Will Drummond
Colleague at OrionUnited States, United States
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JK
Jameson Keffer
Colleague at OrionSalt Lake City, Utah, United States, United States
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HO
Hailey Oram
Colleague at OrionSalt Lake City, Utah, United States, United States
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MD
Matthew Demordaunt
Colleague at OrionProvo, Utah, United States, United States
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ZQ
Zach Qureshi
Colleague at OrionSalt Lake City, Utah, United States, United States
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LA
Logan Acosta
Colleague at OrionSalt Lake City, Utah, United States, United States
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KM
Kent Madsen
Colleague at OrionSalt Lake City, Utah, United States, United States
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VP
Vitesh Parmar
Colleague at OrionVadodara, Gujarat, India, India
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VK
Vaani Kapoor
Colleague at OrionDelhi, India, India
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VK
Vaani Kapur
Colleague at OrionLudhiana East, Punjab, India, India
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Will Drummond
Colleague at OrionUnited States, United States
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JK
Jameson Keffer
Colleague at OrionSalt Lake City, Utah, United States, United States
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HO
Hailey Oram
Colleague at OrionSalt Lake City, Utah, United States, United States
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MD
Matthew Demordaunt
Colleague at OrionProvo, Utah, United States, United States
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ZQ
Zach Qureshi
Colleague at OrionSalt Lake City, Utah, United States, United States
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LA
Logan Acosta
Colleague at OrionSalt Lake City, Utah, United States, United States
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KM
Kent Madsen
Colleague at OrionSalt Lake City, Utah, United States, United States
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VP
Vitesh Parmar
Colleague at OrionVadodara, Gujarat, India, India
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VK
Vaani Kapoor
Colleague at OrionDelhi, India, India
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VK
Vaani Kapur
Colleague at OrionLudhiana East, Punjab, India, India
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1 education record
Dallin Nelson education
FAQ
Frequently asked questions about Dallin Nelson
Quick answers generated from the profile data available on this page.
What company does Dallin Nelson work for?
Dallin Nelson works for Orion.
What is Dallin Nelson's role at Orion?
Dallin Nelson is listed as Portfolio Strategist at Orion.
Where is Dallin Nelson based?
Dallin Nelson is based in Logan, Utah, United States while working with Orion.
What companies has Dallin Nelson worked for?
Dallin Nelson has worked for Orion, Epic Ventures, D.A. Davidson Companies, Capital Advisors, and The Church Of Jesus Christ Of Latter-Day Saints.
Who are Dallin Nelson's colleagues at Orion?
Dallin Nelson's colleagues at Orion include Will Drummond, Jameson Keffer, Hailey Oram, Matthew Demordaunt, and Zach Qureshi.
How can I contact Dallin Nelson?
You can use AeroLeads to view verified contact signals for Dallin Nelson at Orion, including work email, phone, and LinkedIn data when available.
What schools did Dallin Nelson attend?
Dallin Nelson studied at Utah State University.
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