Bryan Nelson
Regional Vice President, Wealth Management Consultant at Ameriprise Financial
- Role
- Regional Vice President, Wealth Management Consultant at Ameriprise Financial Services, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Regional Vice President, Wealth Management Consultant
Ameriprise Financial Services, LLC
Jan 2015 — Present · Boston, MA, US
Responsible for growing sales in Managed Accounts and Alternative Investments (Structured Products, Hedge Funds, Private Equity, Private Credit, etc.) in the Northeast region.
Education
Saint Michael's College
BS, Business Administration
1997 — 2001
The Wharton School
Certified Investment Management Analyst prgram
2019 — 2019
Skills
- Alternative Investments
- Separately Managed Accounts
- Series 63
- Series 7
- Asset Managment
- Etfs
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Asset Management
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