Justin Nelson, Cipm
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Justin Nelson, Cipm Email & Phone Number

Data Quality Lead – Alternative Investments at Envestnet, Inc
Location: Minneapolis, Minnesota, United States 6 work roles 1 school
1 work email found @envestnet.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@envestnet.com
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Current company
Envestnet, Inc
Role
Data Quality Lead – Alternative Investments
Location
Minneapolis, Minnesota, United States
Company size
1908 employees

Who is Justin Nelson, Cipm? Overview

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Quick answer

Justin Nelson, Cipm is listed as Data Quality Lead – Alternative Investments at Envestnet, Inc, a with 1908 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at envestnet.com and a matched LinkedIn profile for Justin Nelson, Cipm.

Justin Nelson, Cipm previously worked as Data Conversion Consultant at Envestnet, Inc and Data Specialist at Envestnet, Inc. Justin Nelson, Cipm holds Bs, Economics And Finance from Bethel University.

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Email format at Envestnet, Inc

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*@envestnet.com
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AeroLeads found 1 current-domain work email signal for Justin Nelson, Cipm. Compare company email patterns before reaching out.

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Profile bio

About Justin Nelson, Cipm

Justin Nelson, Cipm is a Data Quality Lead – Alternative Investments at Envestnet, Inc. He possess expertise in microsoft excel, operations management, customer service, data analysis, portfolio accounting and 15 more skills.

Listed skills include Microsoft Excel, Operations Management, Customer Service, Data Analysis, and 16 others.

Current workplace

Justin Nelson, Cipm's current company

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

Envestnet, Inc
Envestnet, Inc
Data Quality Lead – Alternative Investments
chicago, illinois, united states
Website
envestnet.com
Employees
1908
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Company profile
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6 roles

Justin Nelson, Cipm work experience

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

Data Quality Lead – Alternative Investments

Current
Envestnet, Inc
Sep 2021 - Present

Data Conversion Consultant

Envestnet, Inc

Seattle

Senior member of Tamarac data onboarding team having implemented clients coming from numerous investment reporting platforms onto Tamarac's investment reporting software solution. Experienced communicator with a large variety of internal and external stakeholders. Has partnered with sales as a subject matter expert on over 100 consultations calls; qualifying firms for Tamarac’s reporting products, setting expectations for prospective clients, strategizing how to meet client demands, and developing the scope of future onboarding projects.

Aug 2018 - Sep 2021

Data Specialist

Envestnet, Inc

Seattle

Leverages tools such as SQL, Excel, ZenDesk, Mavenlink, Salesforce, Confluence, Envestnet UMP to provide a best-in-class onboarding experience for new clients. Obtained the CIPM (Certificate of Investment Performance Measurement) from the CFA Institute. Developed deep understanding of performance reporting, PortfolioCenter, and Tamarac Reporting.

Apr 2017 - Aug 2018

Senior Operations Associate

Envestnet, Inc

Seattle

Solved thousands of investment advisor questions by voice and email. Demonstrated leadership by training entry-level employees in Seattle and India on best practices for investment portfolio accounting, data reconciliation, data quality management, data cleaning, and investment performance return calculation.

May 2015 - Apr 2017

Operations Associate

Envestnet, Inc

Seattle

Embraced a fast-paced evolving environment of a high growth fintech company. Developed strong communication and problem-solving skills. Contributed to achieve industry leading client satisfaction ratings as part of a high performing Tamarac Advisor Services team.

Sep 2014 - May 2015

Investment Operations

Rocket Capital Management, Llc

Wayzata, Mn

Obtained the Series 7 and 66 licenses. Managed all key operational functions including, maintaining Global Investment Performance Standards (GIPS) compliance standards, executing trades through various systems, administering client accounts, creating quarterly financial statements, updating company marketing materials, managing company cash flow, assisting in stock selection research, and collaborating with portfolio manager in construction of diversified portfolio proposals.

May 2012 - Aug 2014
Team & coworkers

Colleagues at Envestnet, Inc

Other employees you can reach at envestnet.com. View company contacts for 1908 employees →

SP Sneha P V Sneha P V Colleague at Envestnet, IncThiruvananthapuram Taluk, India View → PW Patricia Wright Patricia Wright Colleague at Envestnet, IncNew York, United States View → TB Tish Bender Tish Bender Colleague at Envestnet, IncAurora, Colorado, United States View → JF Jamie Fennessy Jamie Fennessy Colleague at Envestnet, IncGreater Chicago Area, United States View → AS Aswin Sadanandan Aswin Sadanandan Colleague at Envestnet, IncThalassery, Kerala, India View → SN Sooraj Nair Sooraj Nair Colleague at Envestnet, IncKollam, Kerala, India View → PV Preetha V S Preetha V S Colleague at Envestnet, IncThiruvananthapuram Taluk, India View → BS Bijesh S B Bijesh S B Colleague at Envestnet, IncThiruvananthapuram Taluk, India View → ES Elango Saravanamuthu Elango Saravanamuthu Colleague at Envestnet, IncThiruvananthapuram Taluk, India View → SU Sreejith Unnikrishnan Sreejith Unnikrishnan Colleague at Envestnet, IncErnakulam, Kerala, India View →
1 education record

Justin Nelson, Cipm education

FAQ

Frequently asked questions about Justin Nelson, Cipm

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

What company does Justin Nelson, Cipm work for?

Justin Nelson, Cipm works for Envestnet, Inc.

What is Justin Nelson, Cipm's role at Envestnet, Inc?

Justin Nelson, Cipm is listed as Data Quality Lead – Alternative Investments at Envestnet, Inc.

What is Justin Nelson, Cipm's email address?

AeroLeads has found 1 work email signal at @envestnet.com for Justin Nelson, Cipm at Envestnet, Inc.

Where is Justin Nelson, Cipm based?

Justin Nelson, Cipm is based in Minneapolis, Minnesota, United States while working with Envestnet, Inc.

What companies has Justin Nelson, Cipm worked for?

Justin Nelson, Cipm has worked for Envestnet, Inc and Rocket Capital Management, Llc.

Who are Justin Nelson, Cipm's colleagues at Envestnet, Inc?

Justin Nelson, Cipm's colleagues at Envestnet, Inc include Sneha P V, Patricia Wright, Tish Bender, Jamie Fennessy, and Aswin Sadanandan.

How can I contact Justin Nelson, Cipm?

You can use AeroLeads to view verified contact signals for Justin Nelson, Cipm at Envestnet, Inc, including work email, phone, and LinkedIn data when available.

What schools did Justin Nelson, Cipm attend?

Justin Nelson, Cipm holds Bs, Economics And Finance from Bethel University.

What skills is Justin Nelson, Cipm known for?

Justin Nelson, Cipm is listed with skills including Microsoft Excel, Operations Management, Customer Service, Data Analysis, Portfolio Accounting, Sql, Quickbooks, and Series 99.

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