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Nelson Summary Email & Phone Number

Operations Analyst | GeoWealth at GeoWealth

Location: Madison, Wisconsin, United States 4 work roles 1 school

1 work email found @highmarkwealth.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 86%

Current company

GeoWealth

Role

Operations Analyst | GeoWealth

Location

Madison, Wisconsin, United States

Company size

54 employees

Who is Nelson Summary? Overview

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Quick answer

Nelson Summary is listed as Operations Analyst | GeoWealth at GeoWealth, a company with 54 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at highmarkwealth.com and a matched LinkedIn profile for Nelson Summary.

Nelson Summary previously worked as Operations Analyst at Geowealth and Wealth Management Investment Services Intern at U.S. Bank. Nelson Summary holds Finance, Finance, General, Senior from Wisconsin School Of Business.

Company email context

Email format at GeoWealth

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

{first}@highmarkwealth.com

86% confidence

AeroLeads found 1 current-domain work email signal for Nelson Summary. Compare company email patterns before reaching out.

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Profile bio

About Nelson Summary

Highly-motivated graduate of the University of Wisconsin-Madison with a strong work ethic and history of leadership roles. Success achieved by focusing on details, proactive problem solving and communicating clearly and effectively with others to build relationships and lead collaborative teams. Career achievements include a proven record of increased roles and responsibilities within competitive environments while consistently meeting or exceeding performance expectations. Contact information: (C) 612-254-5695 or (E) summary@wisc.edu.

Current workplace

Nelson Summary's current company

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

Geowealth

Operations Analyst | GeoWealth

chicago, illinois, united states

Website

geowealth.com

Employees

54

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Company profile

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4 roles

Nelson Summary work experience

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

Operations Analyst

Current

Geowealth

Chicago, Illinois, United States

Jun 2024 - Present

Wealth Management Investment Services Intern

U.S. Bank

Greater Minneapolis-St. Paul Area

Supported the Global Structured Finance Division through the facilitation of accounts reconciliation and deal termination processes while collaborating with internal stakeholders.

Jun 2023 - Aug 2023

Business Development Intern

Ansay & Associates

Madison, Wisconsin, United States

Ansay and Associates is a large insurance agency that provides advisors to assist with each product and service including home, life and auto insurance, financial planning, commercial insurance, employee benefits, and corporate retirement plans.

Jun 2022 - Aug 2022

Summer Intern

Highmark Wealth Management

Greater Minneapolis-St. Paul Area

HighMark Wealth Management is a boutique financial advisory firm offering investment management, retirement planning, tax planning, trust and estate planning.

Jun 2021 - Aug 2021

Team & coworkers

Colleagues at GeoWealth

Other employees you can reach at geowealth.com. View company contacts for 54 employees →

JH

Josh Hagar Colleague at Geowealth Austin, Texas, United States, United States View → YK

Yuriy Kozlovskiy Colleague at Geowealth Ukraine, Ukraine View → MG

Michelle Grand Mccarter Colleague at Geowealth Greater Chicago Area, United States View → TA

Tim Arnold Colleague at Geowealth Grayslake, Illinois, United States, United States View → TN

Travis Nelson Colleague at Geowealth Denver Metropolitan Area, United States View → SK

Shelby Kueser Colleague at Geowealth Chicago, Illinois, United States, United States View → JG

John Gannon Colleague at Geowealth Tinley Park, Illinois, United States, United States View → AU

Albina Urmat Colleague at Geowealth Greater Chicago Area, United States View → JK

Jason Kidwell Colleague at Geowealth Chicago, Illinois, United States, United States View → HG

Hristo Ganev Colleague at Geowealth Bulgaria, Bulgaria View →

1 education record

Nelson Summary education

Wisconsin School Of Business

Senior

FAQ

Frequently asked questions about Nelson Summary

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

What company does Nelson Summary work for?

Nelson Summary works for GeoWealth.

What is Nelson Summary's role at GeoWealth?

Nelson Summary is listed as Operations Analyst | GeoWealth at GeoWealth.

What is Nelson Summary's email address?

AeroLeads has found 1 work email signal at @highmarkwealth.com for Nelson Summary at GeoWealth.

Where is Nelson Summary based?

Nelson Summary is based in Madison, Wisconsin, United States while working with GeoWealth.

What companies has Nelson Summary worked for?

Nelson Summary has worked for Geowealth, U.S. Bank, Ansay & Associates, and Highmark Wealth Management.

Who are Nelson Summary's colleagues at GeoWealth?

Nelson Summary's colleagues at GeoWealth include Josh Hagar, Yuriy Kozlovskiy, Michelle Grand Mccarter, Tim Arnold, and Travis Nelson.

How can I contact Nelson Summary?

You can use AeroLeads to view verified contact signals for Nelson Summary at GeoWealth, including work email, phone, and LinkedIn data when available.

What schools did Nelson Summary attend?

Nelson Summary holds Finance, Finance, General, Senior from Wisconsin School Of Business.

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