Justin Nelson, Cipm Email & Phone Number
@envestnet.com
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Who is Justin Nelson, Cipm? Overview
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Justin Nelson, Cipm is listed as Data Quality Lead – Alternative Investments at Envestnet, Inc, a company 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.
Email format at Envestnet, Inc
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AeroLeads found 1 current-domain work email signal for Justin Nelson, Cipm. Compare company email patterns before reaching out.
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.
Justin Nelson, Cipm's current company
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Justin Nelson, Cipm work experience
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Data Conversion Consultant
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.
Data Specialist
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.
Senior Operations Associate
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.
Operations Associate
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.
Investment Operations
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.
Colleagues at Envestnet, Inc
Other employees you can reach at envestnet.com. View company contacts for 1908 employees →
Pranav K P
Colleague at Envestnet, Inc
Kannur, Kerala, India, India
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RS
Rich Stanek
Colleague at Envestnet, Inc
Naperville, Illinois, United States, United States
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KJ
Kavya Josy
Colleague at Envestnet, Inc
Kerala, India, India
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BJ
Binu Joseph
Colleague at Envestnet, Inc
Kottayam, Kerala, India, India
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HO
Hyrum Orton
Colleague at Envestnet, Inc
Hyrum, Utah, United States, United States
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PW
Patricia Wright
Colleague at Envestnet, Inc
New York, New York, United States, United States
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TV
Tanya Vigil Morris
Colleague at Envestnet, Inc
Denver, Colorado, United States, United States
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WC
Wonjae Choi
Colleague at Envestnet, Inc
Bellevue, Washington, United States, United States
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VK
Vishnu K
Colleague at Envestnet, Inc
Thiruvananthapuram Taluk, India, India
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DV
Denise V.
Colleague at Envestnet, Inc
Greater Chicago Area, United States
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Justin Nelson, Cipm education
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 Pranav K P, Rich Stanek, Kavya Josy, Binu Joseph, and Hyrum Orton.
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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