Sam Nelson

Sam Nelson Email and Phone Number

SVP, Platform Strategy and Operations @ Wealth Enhancement Group
Minneapolis, MN, US
Sam Nelson's Location
Minneapolis, Minnesota, United States, United States
Sam Nelson's Contact Details

Sam Nelson work email

Sam Nelson personal email

About Sam Nelson

I am driven to solve complex problems by listening, learning, and linking – people, process, and technology. I am energized by using my understanding of the big picture to piece together any puzzle, whether it is an operational process, technology product, or board game. I have a proven track record of theorizing, strategizing and implementing solutions for complex business problems.I do my best work when I have the opportunity to socialize ideas with other talented people. I draw on whiteboards, I scratch notes on restaurant receipts, and I think about engaging problems whenever, wherever. In fact, the only times I’m not likely to be thinking about my current project is when I am on the pitching mound for my baseball team, attempting audacious passes on the basketball court, channeling John Bonham behind my drum set, or stalking a rainbow trout with my fly rod.I believe strong relationships and common goals are the most important pieces of any team. I believe a leader's highest and best use is helping their team achieve more by providing the coaching, clarity, resources, and space required for growth.

Sam Nelson's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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SVP, Platform Strategy and Operations
Minneapolis, MN, US
Sam Nelson Work Experience Details
  • Wealth Enhancement Group
    Svp, Platform Strategy And Operations
    Wealth Enhancement Group
    Minneapolis, Mn, Us
  • Wealth Enhancement Group
    Svp, Platform Strategy & Operations
    Wealth Enhancement Group Mar 2024 - Present
    Plymouth, Minnesota, Us
  • Wealth Enhancement Group
    Vp, Platform Strategy
    Wealth Enhancement Group Aug 2021 - Apr 2024
    Plymouth, Minnesota, Us
    Wealth Enhancement Group is an independent financial services firm with a team approach to comprehensive planning and a commitment to long-term client relationships.For a list of states in which the advisors at Wealth Enhancement Group are registered to do business, please visit http://www.wealthenhancement.com.Third-party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL financial as to the accuracy or completeness.The financial advisors at Wealth Enhancement Group are registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
  • Sawtooth Solutions
    Director Of Product
    Sawtooth Solutions Jul 2018 - May 2021
    Bloomington, Minnesota, Us
    Responsible for Product Management organization including creation, maintenance, and delivery of development roadmap.- Interface with key stakeholders to identify potential development opportunities, generate product requirements, prioritize highest ROI projects, and create delivery estimates.- Own the creation and management of the company's Software Development Life Cycle ("SDLC"). Lead team in Agile Scrum methodology to continuously improve product, process, and people.- Manage team of employees and contractors responsible for executing the SDLC and delivering enhancements from the development roadmap.- Member of Leadership Team responsible for driving strategic vision of the firm. Act as liaison between Leadership Team’s strategic vision, Development Team’s technical capabilities, and Operation’s Team’s implementation.
  • Sawtooth Solutions
    Director Of Operations
    Sawtooth Solutions Jun 2016 - Jul 2018
    Bloomington, Minnesota, Us
    Responsible for management of operations organization including process assessment and enhancement, resource allocation, and technology development.- Manage team of employees responsible for client service, relationship management, and operations; Improve organization's ability to scale by increasing operational output without adding significant headcount.- Member of Leadership Team responsible for driving strategic vision of the firm. Act as liaison between Leadership Team’s strategic vision, Development Team’s technical capabilities, and Operation’s Team’s implementation.
  • Sawtooth Solutions
    Consulting Associate
    Sawtooth Solutions May 2015 - Jun 2016
    Bloomington, Minnesota, Us
    Responsible for solving complex business and technology problems for internal and external stakeholders.- Used subject matter expertise in Managed Account Platforms to provide strategic and operational advice to customers- Provided innovative solutions to complex problems using combination of operational and technology resources- Coupled understanding of firm’s value proposition and market needs with industry expertise to provide pre-sales support for enterprise customers
  • Sawtooth Solutions
    Business Analyst
    Sawtooth Solutions Jun 2013 - May 2015
    Bloomington, Minnesota, Us
    Responsible for supporting a wide range projects and initiatives by researching, recommending, and implementing technology.- Implemented Salesforce.com case management system to standardize operational processes- Developed multiple automated Excel-based programs; Created efficiencies for operations team with limited technical resources- Completed overhaul of company website including rewriting all outward facing content and redesigning the layout and flow of information

Sam Nelson Skills

Public Speaking Leadership Customer Service Strategic Planning Product Management Program Management Technology Integration Microsoft Office Microsoft Excel Salesforce.com Management Business Relationship Management Critical Thinking Training Continuous Improvement Problem Solving Agile Methodologies Strategic Thinking Software Development Life Cycle Financial Services Wealth Management

Sam Nelson Education Details

  • University Of Minnesota - Carlson School Of Management
    University Of Minnesota - Carlson School Of Management
    Management Information Systems
  • Minnehaha Academy
    Minnehaha Academy
    High School

Frequently Asked Questions about Sam Nelson

What company does Sam Nelson work for?

Sam Nelson works for Wealth Enhancement Group

What is Sam Nelson's role at the current company?

Sam Nelson's current role is SVP, Platform Strategy and Operations.

What is Sam Nelson's email address?

Sam Nelson's email address is sa****@****aol.com

What is Sam Nelson's direct phone number?

Sam Nelson's direct phone number is +165133*****

What schools did Sam Nelson attend?

Sam Nelson attended University Of Minnesota - Carlson School Of Management, Minnehaha Academy.

What skills is Sam Nelson known for?

Sam Nelson has skills like Public Speaking, Leadership, Customer Service, Strategic Planning, Product Management, Program Management, Technology Integration, Microsoft Office, Microsoft Excel, Salesforce.com, Management, Business Relationship Management.

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