Jeff Nelson

Jeff Nelson

VP - Branch Manager: Helping clients own their tomorrow
United States

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Work Experience

Charles Schwab

Senior Regional Manager, Schwab Wealth Advisory

2021-01-01 - Present

University of California, Irvine Division of Continuing Education

Instructor

2017-01-01 - Present

TIAA

Wealth Management Advisor

2014-01-01 - 2019-01-01

KeyBank

Key Private Bank Vice President, Relationship Manager

2017-01-01 - 2018-01-01

Wells Fargo

Senior Regional Private Banker

2008-06-01 - 2014-12-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English