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Nelson Flores Email & Phone Number

VP - Institutional Portfolio Strategist at U.S. Trust
Location: Greater Boston, United States 8 work roles 1 school
1 work email found @ustrust.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
VP - Institutional Portfolio Strategist
Location
Greater Boston, United States
Company size

Who is Nelson Flores? Overview

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Quick answer

Nelson Flores is listed as VP - Institutional Portfolio Strategist at U.S. Trust, a with 2578 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at ustrust.com and a matched LinkedIn profile for Nelson Flores.

Nelson Flores previously worked as AVP - Investment Support Specialist at U.S. Trust and Executive Team Leader of Assets Protection at Target. Nelson Flores holds Bs, Business Management from Rutgers University.

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{first}.{last}@ustrust.com
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Profile bio

About Nelson Flores

Nelson Flores is a VP - Institutional Portfolio Strategist at U.S. Trust. He possess expertise in equities, trading, risk management, team leadership, operations and 7 more skills.

Listed skills include Equities, Trading, Risk Management, Team Leadership, and 8 others.

Current workplace

Nelson Flores's current company

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U.S. Trust
U.S. Trust
VP - Institutional Portfolio Strategist
united states
Website
Employees
2578
AeroLeads page
8 roles · 34 years

Nelson Flores work experience

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

Vp - Institutional Portfolio Strategist

Current

Boston, Ma

Feb 2016 - Present

Avp - Investment Support Specialist

Boston, Ma

Dec 2012 - Feb 2016

Executive Team Leader Of Assets Protection

Danvers, Massachusetts

Enhanced profitability, the guest experience and Target reputation by minimizing loss and business disruption. Led an Assets Protection work center in maintaining a store safe and secure against loss from theft and fraud.Initiated, investigated and closed internal cases of team member theft and fraud. Developed and implemented shortage action plans to minimize internal and external shortage exposure. Managed coordination with local political, education and law enforcement officials and agencies regarding community and store events and local safety and security issues. Doubled the number of closed-substantiated internal investigations during the first year in role as an Executive Team Leader of Assets Protection and led the Assets Protection team to a 125% increase in Intelligence Gathering Cases and a 35.5% increase in Productive Merchandise Recoveries.

Apr 2011 - Nov 2012

Small/Mid Cap Equity Trader, Vice President

Boston, Ma

Implemented the fundamental investment strategy of a 4 star small and mid cap growth investment product while multi-tasking order execution, trade negotiation and strategizing, information gathering, analyzing and dissemination; Utilized select broker relationships and various electronic communication networks (ECN) to find liquidity for hard to trade small and mid cap growth stocks while maintaining anonymity and best execution.

2004 - 2008 ~4 yrs

Private Wealth Equity Trader, Associate

Wilmington, De

Point of contact into the financial markets and trade executor for over 200 Investment Officers spread over eight states of the PNC Wealth Management Group; Accurately and efficiently executed the investment decisions of PNC Wealth Management investment officers while satisfying their requests for market and trading environment information. Managed change by instituting an “open door”, educational approach in relating to Private Wealth investment officers and operational support staff, leading to improvements in the effectiveness of Private Wealth trading and trade operations and settlement processes and procedures. Enhanced the straight through processing of equity orders and the electronic interconnection with brokers of Private Wealth trading by testing, evaluating and implementing a new order management system and order routing technology resulting in the doubling of trade execution capacity and improvements to research and soft dollar bill tracking.

2000 - 2004 ~4 yrs

International And Domestic Trading Operations, Associate

Wilmington, De

Provided operational support and trade problem resolution to institutional and private wealth equity trading; Liaised between equity traders, custodian banks, accounting, portfolio management teams and counterparty clearing and settlement areas to identify and reconcile international and domestic trade discrepancies. Played a key role in implementing the international trade settlement processes and procedures for BlackRock’s first international equity fund by applying advanced industry knowledge and collaborating with internal constituents, custodians and counter-parties.

1999 - 2000 ~1 yr

International And Domestic Trade Settlement, Specialist

Princeton, Nj

Resolved Global equity trade settlement issues and provided operational support to the institutional equity trading desk; Identified and determined the cause of DK’s, exceptions and fails of equity trades executed in the US, Europe and the Emerging Markets and collaborated with the appropriate parties to bring trade details into agreement.

1995 - 1999 ~4 yrs

Private Portfolio Mgr Asst, Specialist

Princeton, Nj

Assisted a portfolio manager as needed in the daily administration of individual retail investor accounts; Reconciled Client Accounts to internal ledger; Generated quarterly and annual client mailings; Processed client requests for account related information.

1993 - 1995 ~2 yrs
Team & coworkers

Colleagues at U.S. Trust

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1 education record

Nelson Flores education

FAQ

Frequently asked questions about Nelson Flores

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

What company does Nelson Flores work for?

Nelson Flores works for U.S. Trust.

What is Nelson Flores's role at U.S. Trust?

Nelson Flores is listed as VP - Institutional Portfolio Strategist at U.S. Trust.

What is Nelson Flores's email address?

AeroLeads has found 1 work email signal at @ustrust.com for Nelson Flores at U.S. Trust.

Where is Nelson Flores based?

Nelson Flores is based in Greater Boston, United States while working with U.S. Trust.

What companies has Nelson Flores worked for?

Nelson Flores has worked for U.S. Trust, Target, Blackrock, and Merrill Lynch Investment Managers.

Who are Nelson Flores's colleagues at U.S. Trust?

Nelson Flores's colleagues at U.S. Trust include John Knox, Frank Sweeny, Wayne Derr, Cheryl Quast, and Allan Phillips.

How can I contact Nelson Flores?

You can use AeroLeads to view verified contact signals for Nelson Flores at U.S. Trust, including work email, phone, and LinkedIn data when available.

What schools did Nelson Flores attend?

Nelson Flores holds Bs, Business Management from Rutgers University.

What skills is Nelson Flores known for?

Nelson Flores is listed with skills including Equities, Trading, Risk Management, Team Leadership, Operations, Strategic Thinking, Settlements, and Investigation.

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