Nelson Greene, Cfp®
AeroLeads people directory · profile

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 August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@firstcoastymca.org
LinkedIn Profile matched
3 free lookups remaining · No credit card
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

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nelson Greene, Cfp® is listed as Wealth Manager Serving Northeast Florida at SS&C Advent, a 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
68% confidence

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

View email format View company profile Management contacts
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
Ss&C Advent
Wealth Manager Serving Northeast Florida
san francisco, california, united states
Website
advent.com
Employees
1437
AeroLeads page
Company profile
View company profile Email format
3 roles · 10 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 7 mos

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 →

TT Tony Tran Tony Tran Colleague at Ss&C AdventAlameda, California, United States View → RB Ricky Bhullar Ricky Bhullar Colleague at Ss&C AdventSan Jose, California, United States View → AS Armstrong Shi Armstrong Shi Colleague at Ss&C AdventHaidian District, Beijing, China View → MG Marcus Guillestegui Marcus Guillestegui Colleague at Ss&C AdventSan Francisco, California, United States View → AP Armand Paterno Armand Paterno Colleague at Ss&C AdventTaytay, Calabarzon, Philippines View → JK James Kirk James Kirk Colleague at Ss&C AdventSan Francisco, California, United States View → KN Kishor Newadakar Kishor Newadakar Colleague at Ss&C AdventPleasanton, California, United States View → SK Sanjiv Kumar Sanjiv Kumar Colleague at Ss&C AdventFremont, California, United States View → TB Thomas Barlow Thomas Barlow Colleague at Ss&C AdventSebastian, Florida, United States View → JW James Ward James Ward Colleague at Ss&C AdventKeller, Texas, United States View →
2 education records

Nelson Greene, Cfp® education

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 Tony Tran, Ricky Bhullar, Armstrong Shi, Marcus Guillestegui, and Armand Paterno.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.