Vanessa Nelson

Vanessa Nelson Email and Phone Number

Senior Portfolio Administrator @
Vanessa Nelson's Location
Greater Chicago Area, United States
Vanessa Nelson's Contact Details

Vanessa Nelson work email

Vanessa Nelson personal email

n/a
About Vanessa Nelson

Vanessa Nelson is a Senior Portfolio Administrator at Private Wealth Management Firm. She possess expertise in sales, account management, fixed annuities, wealth management, event planning and 29 more skills.

Vanessa Nelson's Current Company Details
Private Wealth Management Firm

Private Wealth Management Firm

Senior Portfolio Administrator
Vanessa Nelson Work Experience Details
  • Private Wealth Management Firm
    Senior Portfolio Administrator
    Private Wealth Management Firm Mar 2020 - Present
    Itasca, Illinois
  • Huber Financial Advisors, Llc
    Portfolio Administrator
    Huber Financial Advisors, Llc Jun 2019 - Mar 2020
    Lincolnshire, Il
  • Savant Capital Management
    Client Services Representative Ii
    Savant Capital Management Jun 2016 - Mar 2018
    Mclean, Va
    View
  • Bridgewater Wealth & Financial Management
    Sr. Operations & Client Services Manager
    Bridgewater Wealth & Financial Management Nov 2015 - Jun 2016
    Bethesda, Md
    View
  • Waterfront Financial Group
    Manager Of Client Relations & Office Manager
    Waterfront Financial Group 2010 - 2015
    Golden Valley, Mn
  • Mrk Financial Solutions, Inc
    Executive Administrative Assistant & Operations
    Mrk Financial Solutions, Inc 2008 - 2010
    Plymouth, Mn
  • Capital Management Associates
    Operations
    Capital Management Associates 2003 - 2008
    Bloomington, Mn
    View

Vanessa Nelson Skills

Sales Account Management Fixed Annuities Wealth Management Event Planning Investments Relationship Management Leadership Customer Service Social Media Small Business Social Media Marketing Insurance Retirement Planning Team Leadership Mutual Funds Portfolio Management Marketing Project Managers Problem Solving Operations Management Marketing Communications Regulatory Compliance Branding And Identity Procedure Development Salesforce.com Training Quickbooks Management Strategic Planning Microsoft Office Team Building Microsoft Excel Budgets

Frequently Asked Questions about Vanessa Nelson

What company does Vanessa Nelson work for?

Vanessa Nelson works for Private Wealth Management Firm

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

Vanessa Nelson's current role is Senior Portfolio Administrator.

What is Vanessa Nelson's email address?

Vanessa Nelson's email address is va****@****oup.com

What are some of Vanessa Nelson's interests?

Vanessa Nelson has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Science And Technology, Arts And Culture.

What skills is Vanessa Nelson known for?

Vanessa Nelson has skills like Sales, Account Management, Fixed Annuities, Wealth Management, Event Planning, Investments, Relationship Management, Leadership, Customer Service, Social Media, Small Business, Social Media Marketing.

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