Rob Nelson Email & Phone Number | ROB F. NELSON San Francisco, CA robnelson73@gmail.com OBJECTIVE Seeking opportunities to partner in artificial intelligence and emerging technology. Primary expertise: strategic sales/mktg, interactive SMS, virtual chatbots, AI product dev, Innovator, UX, CX, client rel mgt/retention, AI consultant, credit expert, fintech analyst. EXPERIENCE Voicy.AI, Cupertino, Ca Feb 2019-Jan 2020 COO/CBO AI conversational SMS, interactive commerce, virtual tele assistants, channel partnerships, Head of US BizDev. Oversee, lead, train, and coach the back office team in Hyderabad, India. AssetEvaluator, San Francisco, Ca Sept 2007 to Present Enterprise Sales Director/Founder Responsible for new client acquisition and retention. Sageworks, San Bruno, Ca Jan 2007-May 2007 Enterprise Sales Director BizDev and prospective new client acquisition. Morgan Stanley, San Francisco, Ca July 2005-April 2006 VP/Institutional Sales Consultant 401k retirement/pension plan consultant,CPA investment advisor partner- ESOP, ESPP. BofA, Piedmont, Ca Aug 2002-Aug 2004 SVP/Client Manager New client acquisition/mgr. Served as a trusted advisor to clients for credit, lending and investments. Deutsche Bank, Atlanta, GA Feb 1998-March 2002 Senior BizDev Mgr Called on Inst for 401k and pension consulting services. Prudential Securities, Atlanta, GA Jan 1996-Feb 1998 Financial Advisor Served as a trusted inv advisor to Delta Pilots, CPA's and tax lawyers. Pro Tennis Circuit, FL 1991-1995 USTA satellite/challenger circuits. Education: University Of Pennsylvania, Philadelphia, PA 1987-1991 Wharton School, BS in Econ, Mktg/Mgt Licenses- (inactive) Series 7, 63, 65, Commodities Futures, Insurance. Specialties: Strategic AI enterprise sales, 401k advisor, expert negotiator. SMS marketing tactician.

Rob Nelson

ROB F. NELSON San Francisco, CA robnelson73@gmail.com OBJECTIVE Seeking opportunities to partne...
San Francisco, California, United States

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Work Experience

Voicy Ai

COO/CBO

2019-01-01T00:00:00.000Z - 2020-02-01T00:00:00.000Z

Ocean House Inn

Assistant General Manager

2016-05-01T00:00:00.000Z - 2018-09-01T00:00:00.000Z

Assetevaluator

Enterprise Sales/Founder

2007-09-01T00:00:00.000Z - 2016-04-01T00:00:00.000Z

Sageworks

Director, Financial Markets

2007-01-01T00:00:00.000Z - 2007-05-01T00:00:00.000Z

Morgan Stanley

Financial Advisor, 401k Pension Specialist

2005-07-01T00:00:00.000Z - 2006-06-01T00:00:00.000Z

Bank Of America

Vice President

2002-08-01T00:00:00.000Z - 2004-08-01T00:00:00.000Z

Deutsche Bank

Vice President

1998-02-01T00:00:00.000Z - 2002-04-01T00:00:00.000Z

Prudential Financial

Financial Advisor

1996-01-01T00:00:00.000Z - 1998-02-01T00:00:00.000Z

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FAQ About Rob Nelson

Rob Nelson is located at
San Francisco, California, United States

Rob Nelson is a ROB F. NELSON San Francisco, CA robnelson73@gmail.com OBJECTIVE Seeking opportunities to partner in artificial intelligence and emerging technology. Primary expertise: strategic sales/mktg, interactive SMS, virtual chatbots, AI product dev, Innovator, UX, CX, client rel mgt/retention, AI consultant, credit expert, fintech analyst. EXPERIENCE Voicy.AI, Cupertino, Ca Feb 2019-Jan 2020 COO/CBO AI conversational SMS, interactive commerce, virtual tele assistants, channel partnerships, Head of US BizDev. Oversee, lead, train, and coach the back office team in Hyderabad, India. AssetEvaluator, San Francisco, Ca Sept 2007 to Present Enterprise Sales Director/Founder Responsible for new client acquisition and retention. Sageworks, San Bruno, Ca Jan 2007-May 2007 Enterprise Sales Director BizDev and prospective new client acquisition. Morgan Stanley, San Francisco, Ca July 2005-April 2006 VP/Institutional Sales Consultant 401k retirement/pension plan consultant,CPA investment advisor partner- ESOP, ESPP. BofA, Piedmont, Ca Aug 2002-Aug 2004 SVP/Client Manager New client acquisition/mgr. Served as a trusted advisor to clients for credit, lending and investments. Deutsche Bank, Atlanta, GA Feb 1998-March 2002 Senior BizDev Mgr Called on Inst for 401k and pension consulting services. Prudential Securities, Atlanta, GA Jan 1996-Feb 1998 Financial Advisor Served as a trusted inv advisor to Delta Pilots, CPA's and tax lawyers. Pro Tennis Circuit, FL 1991-1995 USTA satellite/challenger circuits. Education: University Of Pennsylvania, Philadelphia, PA 1987-1991 Wharton School, BS in Econ, Mktg/Mgt Licenses- (inactive) Series 7, 63, 65, Commodities Futures, Insurance. Specialties: Strategic AI enterprise sales, 401k advisor, expert negotiator. SMS marketing tactician.

Rob Nelson currently works in the

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Rob Nelson has prior
experience in the following industries:
Voicy Ai | Ocean House Inn | Assetevaluator | Sageworks | Morgan Stanley | Bank Of America | Deutsche Bank | Prudential Financial

Rob Nelson has the following professional experience:
Voicy Ai | Ocean House Inn | Assetevaluator | Sageworks | Morgan Stanley | Bank Of America | Deutsche Bank | Prudential Financial