Ted Nielsen Email and Phone Number
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Ted Nielsen personal email
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I work to understand what's most important to my clients, and I partner with them to build personalized strategies that help them reach their goals and keep them on track.
Bernstein Private Wealth Management
View- Website:
- bernstein.com
- Employees:
- 676
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Senior Associate At Bernstein Private Wealth ManagementBernstein Private Wealth Management Jun 2022 - PresentNashville, Tennessee, United States
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Senior AssociateBernstein Private Wealth Management Jun 2022 - PresentNashville, Tennessee, United States
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Financial ConsultantFidelity Investments Jan 2022 - Jun 2022Minnetonka, Minnesota, United States -
Investment ConsultantFidelity Investments Jul 2020 - Dec 2021Minneapolis, Minnesota, United States
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Financial AdvisorEdward Jones Aug 2018 - Jul 2020Greater Minneapolis-St. Paul Area, United StatesOur clients want wealth strategies focused first and foremost on long-term investing; life and long-term care protection (insurance), estate considerations to help ensure your wishes are honored and your family is taken care of, college savings strategies for kids, tax efficiency, and special needs considerations. My wife and I have more peace of mind and confidence knowing that we have a plan in place that will allow us to live the life we want, be generous however we can, and to protect each other if the unexpected occurs.My goal is to understand what's most important to you, meeting you where you are and then partnering with you on practical strategies that will get you to where you want to go. Give me a call or send me an email just to talk and see if I can be helpful to you. There's no obligation and no sales pitch. "If you fail to plan then you are planning to fail" -
Financial AdvisorThrivent Financial Aug 2017 - Aug 2018Minneapolis, MnBuild a client base of individuals and families seeking guidance on securities investing, long-term care planning, tax efficiency, and debt management.Prepare complex financial plans using MoneyGuidePro and other planning tools to solve for client needs and then present actionable strategies as fee-based planning service. -
Residence Hall Director, Residence Life Marketing CoordinatorAugsburg College Jun 2014 - Aug 2017Led the department’s highest-achieving team. Designed and facilitated a three-week on-boarding training for thirty-five new staff members. Collaborated with various department directors to synthesize and distribute a strategic communication plan to current and prospective clients. We surpassed our goal of $6 million in contract sales. -
Program Coodinator / Community Development Coordinator / Residence DirectorThe College Of St. Scholastica Oct 2011 - Jun 2014Duluth, Minnesota AreaWhile also working as the Program Coordinator of a growing campus mast, I chaired two campus committees, served on two others, and became the director of five residence halls, thereby having directorial roles in three different departments simultaneously. Promoted twice within two years.
Ted Nielsen Skills
Ted Nielsen Education Details
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English Language And Literature, General
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English Language And Literature, General -
Bachelor'S Degree
Frequently Asked Questions about Ted Nielsen
What company does Ted Nielsen work for?
Ted Nielsen works for Bernstein Private Wealth Management
What is Ted Nielsen's role at the current company?
Ted Nielsen's current role is Senior Associate at Bernstein Private Wealth Management, Ultra-High Net Worth Team.
What is Ted Nielsen's email address?
Ted Nielsen's email address is te****@****ity.com
What is Ted Nielsen's direct phone number?
Ted Nielsen's direct phone number is (612) 330*****
What schools did Ted Nielsen attend?
Ted Nielsen attended Augsburg College, University Of Wisconsin-Whitewater, Augsburg University.
What are some of Ted Nielsen's interests?
Ted Nielsen has interest in Social Services, Civil Rights And Social Action, Education, Arts And Culture, Health.
What skills is Ted Nielsen known for?
Ted Nielsen has skills like Adept Problem Solver, Leadership Development, Critical Thinking, Writing, Interpersonal Communication, Cross Team Collaboration, Program Development, Copy Editing, Community Outreach, Emotional Intelligence, Crisis Communications, Strategic Communications.
Who are Ted Nielsen's colleagues?
Ted Nielsen's colleagues are Meira Levi, Lola Smith, Jessica A. Mcclean, Ryan Tobias, Rob Dattolo, Cfa, Andrew Bishop, Cfa, Cepa, Justin Langs.
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