Conor Nelson

Assistant Branch Manager at Charles Schwab

Role
Assistant Branch Manager at Charles Schwab
Location
Chicago, IL, US
LinkedIn followers
500 followers

About Conor Nelson

I am very excited about the work that I do at Northwestern Mutual. As a financial planner my chief goal is taking care of your financial needs. All of us are experts in our specialized fields but everyone shares the common challenge of planning for the future. I would love the opportunity to meet with you in Chicago to learn more about you and your goals from a personal, professional, and financial perspective.

Experience

  1. Assistant Branch Manager

    Charles Schwab

    Apr 2025 — Present · Oak Brook, IL, US

Education

  • Miami University

    Bachelor’s Degree, Finance

    2010 — 2014

Skills

  • Finance
  • Leadership
  • Risk Analysis
  • Sales
  • Credit Risk
  • Public Speaking
  • Customer Service
  • Teamwork
  • Risk Management
  • Commercial Banking
  • Financial Planning
  • Data Analysis
  • Portfolio Management

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Conor Nelson — Assistant Branch Manager at Charles Schwab in Chicago, IL, US | Unifers