Nelson Summary
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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 Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email n****@highmarkwealth.com
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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 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

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{first}@highmarkwealth.com
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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

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GeoWealth
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 →

AA Amy Arnold Amy Arnold Colleague at GeowealthGreater Chicago Area, United States View → RF Ryan Fadden Ryan Fadden Colleague at GeowealthGreater Chicago Area, United States View → MO Michael O'Shaughnessy Michael O'Shaughnessy Colleague at GeowealthWichita, Kansas Metropolitan Area, United States View → DH Dimitar Hristov Dimitar Hristov Colleague at GeowealthStamford, Connecticut, United States View → DK David Kotsev David Kotsev Colleague at GeowealthBulgaria View → VI Volodya Ilchev Volodya Ilchev Colleague at GeowealthSofia, Sofia City, Bulgaria View → PN Petar Nenov Petar Nenov Colleague at GeowealthBulgaria View → NH Nikolay Hristov Nikolay Hristov Colleague at GeowealthSofia, Sofia City, Bulgaria View → MK Miroslav Kostadinov Miroslav Kostadinov Colleague at GeowealthBulgaria View → II Ivo Ivanov, Cfa, Cipm Ivo Ivanov, Cfa, Cipm Colleague at GeowealthStamford, Connecticut, United States View →
1 education record

Nelson Summary education

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 Amy Arnold, Ryan Fadden, Michael O'Shaughnessy, Dimitar Hristov, and David Kotsev.

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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