AeroLeads people directory · profile
Sam Nelson Email & Phone Number
SVP, Platform Strategy and Operations
at
Wealth Enhancement Group
1 work email found
@wealthenhancement.com
3 phones found area 651 and 952
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
SVP, Platform Strategy and Operations
Location
Minneapolis, Minnesota, United States
Who is Sam Nelson? Overview
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Quick answer
Sam Nelson is listed as SVP, Platform Strategy and Operations at Wealth Enhancement Group, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at wealthenhancement.com, phone signal with area code 651, 952, and a matched LinkedIn profile for Sam Nelson.
Sam Nelson previously worked as SVP, Platform Strategy & Operations at Wealth Enhancement Group and VP, Platform Strategy at Wealth Enhancement Group. Sam Nelson holds Bachelor’S Degree, Finance, Entrepreneurial Management, Management Information Systems from University Of Minnesota - Carlson School Of Management.
Company email context
Email format at Wealth Enhancement Group
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{first_initial}{last}@wealthenhancement.com
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AeroLeads found 1 current-domain work email signal for Sam Nelson. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Public Speaking, Leadership, Customer Service, Strategic Planning, and 17 others.
Current workplace
Sam Nelson's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Sam Nelson work experience
A career timeline built from the work history available for this profile.
Svp, Platform Strategy & Operations
Current
Mar 2024 - Present
Vp, Platform Strategy
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.
Aug 2021 - Apr 2024
Director Of Product
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.
Jul 2018 - May 2021
Director Of Operations
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.
Jun 2016 - Jul 2018
Consulting Associate
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
May 2015 - Jun 2016
Business Analyst
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
Jun 2013 - May 2015
2 education records
Sam Nelson education
Bachelor’S Degree, Finance, Entrepreneurial Management, Management Information Systems
University Of Minnesota - Carlson School Of Management
High School
Minnehaha Academy
FAQ
Frequently asked questions about Sam Nelson
Quick answers generated from the profile data available on this page.
What company does Sam Nelson work for?
Sam Nelson works for Wealth Enhancement Group.
What is Sam Nelson's role at Wealth Enhancement Group?
Sam Nelson is listed as SVP, Platform Strategy and Operations at Wealth Enhancement Group.
What is Sam Nelson's email address?
AeroLeads has found 1 work email signal at @wealthenhancement.com for Sam Nelson at Wealth Enhancement Group.
What is Sam Nelson's phone number?
AeroLeads has found 3 phone signal(s) with area code 651, 952 for Sam Nelson at Wealth Enhancement Group.
Where is Sam Nelson based?
Sam Nelson is based in Minneapolis, Minnesota, United States while working with Wealth Enhancement Group.
What companies has Sam Nelson worked for?
Sam Nelson has worked for Wealth Enhancement Group and Sawtooth Solutions.
How can I contact Sam Nelson?
You can use AeroLeads to view verified contact signals for Sam Nelson at Wealth Enhancement Group, including work email, phone, and LinkedIn data when available.
What schools did Sam Nelson attend?
Sam Nelson holds Bachelor’S Degree, Finance, Entrepreneurial Management, Management Information Systems from University Of Minnesota - Carlson School Of Management.
What skills is Sam Nelson known for?
Sam Nelson is listed with skills including Public Speaking, Leadership, Customer Service, Strategic Planning, Product Management, Program Management, Technology Integration, and Microsoft Office.
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