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Nelson Greene, Cfp® Email & Phone Number

Wealth Manager Serving Northeast Florida at SS&C Advent

Location: Jacksonville, Florida, United States 3 work roles 2 schools

1 work email found @firstcoastymca.org LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

SS&C Advent

Role

Wealth Manager Serving Northeast Florida

Location

Jacksonville, Florida, United States

Company size

1437 employees

Who is Nelson Greene, Cfp®? Overview

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Quick answer

Nelson Greene, Cfp® is listed as Wealth Manager Serving Northeast Florida at SS&C Advent, a company with 1437 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at firstcoastymca.org and a matched LinkedIn profile for Nelson Greene, Cfp®.

Nelson Greene, Cfp® previously worked as Solutions Consultant at Ss&C Advent and Wealth Management Advisor at Parkside Investments. Nelson Greene, Cfp® holds Master'S Degree from University Of North Florida.

Company email context

Email format at SS&C Advent

This section adds company-level context without repeating Nelson Greene, Cfp®'s masked contact details.

*@firstcoastymca.org

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AeroLeads found 1 current-domain work email signal for Nelson Greene, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Nelson Greene, Cfp®

Nelson Greene, Cfp® is a Wealth Manager Serving Northeast Florida at SS&C Advent. He possess expertise in leadership, fundraising, recruiting, community outreach, grants and 10 more skills.

Listed skills include Leadership, Fundraising, Recruiting, Community Outreach, and 11 others.

Current workplace

Nelson Greene, Cfp®'s current company

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

Ss&C Advent

Wealth Manager Serving Northeast Florida

san francisco, california, united states

Website

advent.com

Employees

1437

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Company profile

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3 roles · 9 years

Nelson Greene, Cfp® work experience

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

Solutions Consultant

Current

Ss&C Advent

Jacksonville, Florida Area

2017 - Present ~9 yrs 4 mos

Wealth Management Advisor

Parkside Investments

Feb 2021 - Jan 2023

Vp, Technology Consulting At Td Ameritrade Institutional

Td Ameritrade Institutional

Greater New York City Area

Helping more advisors identify opportunities that improve the well being of the business and clients.

Mar 2019 - Sep 2020

Team & coworkers

Colleagues at SS&C Advent

Other employees you can reach at advent.com. View company contacts for 1437 employees →

JP

Jon Prezalar Colleague at Ss&C Advent Alameda, California, United States, United States View → GM

Gregory Mcelwaney Colleague at Ss&C Advent Orange Park, Florida, United States, United States View → SS

Sam Sun Colleague at Ss&C Advent Dongcheng District, Beijing, China, China View → TN

Thorsten Nowak Colleague at Ss&C Advent United Arab Emirates, United Arab Emirates View → ZL

Zengxian Lin Colleague at Ss&C Advent New York, New York, United States, United States View → MH

Mohamed Hassane Colleague at Ss&C Advent Zurich, Switzerland, Switzerland View → CG

Clint Gomez Colleague at Ss&C Advent Makati, National Capital Region, Philippines, Philippines View → MA

Mohsin Ahmed Siddiqui (Ms) Colleague at Ss&C Advent Dubai, Dubai, United Arab Emirates, United Arab Emirates View → AD

Aniket Daware Colleague at Ss&C Advent Mumbai, Maharashtra, India, India View → JW

Justin Wayne Colleague at Ss&C Advent St Augustine, Florida, United States, United States View →

2 education records

Nelson Greene, Cfp® education

Master'S Degree

University Of North Florida

Bachelors

University Of North Florida

FAQ

Frequently asked questions about Nelson Greene, Cfp®

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

What company does Nelson Greene, Cfp® work for?

Nelson Greene, Cfp® works for SS&C Advent.

What is Nelson Greene, Cfp®'s role at SS&C Advent?

Nelson Greene, Cfp® is listed as Wealth Manager Serving Northeast Florida at SS&C Advent.

What is Nelson Greene, Cfp®'s email address?

AeroLeads has found 1 work email signal at @firstcoastymca.org for Nelson Greene, Cfp® at SS&C Advent.

Where is Nelson Greene, Cfp® based?

Nelson Greene, Cfp® is based in Jacksonville, Florida, United States while working with SS&C Advent.

What companies has Nelson Greene, Cfp® worked for?

Nelson Greene, Cfp® has worked for Ss&C Advent, Parkside Investments, and Td Ameritrade Institutional.

Who are Nelson Greene, Cfp®'s colleagues at SS&C Advent?

Nelson Greene, Cfp®'s colleagues at SS&C Advent include Jon Prezalar, Gregory Mcelwaney, Sam Sun, Thorsten Nowak, and Zengxian Lin.

How can I contact Nelson Greene, Cfp®?

You can use AeroLeads to view verified contact signals for Nelson Greene, Cfp® at SS&C Advent, including work email, phone, and LinkedIn data when available.

What schools did Nelson Greene, Cfp® attend?

Nelson Greene, Cfp® holds Master'S Degree from University Of North Florida.

What skills is Nelson Greene, Cfp® known for?

Nelson Greene, Cfp® is listed with skills including Leadership, Fundraising, Recruiting, Community Outreach, Grants, Public Relations, Leadership Development, and Public Speaking.

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