Jessica Nelson
Wealth Strategist at Mariner
- Role
- Wealth Strategist, Wealth Strategy at Mariner
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jessica Nelson
Financial Advisor with over 7 years of experience providing financial advice and services to high-net-worth individuals. Proven ability to manage relationships and complex financial circumstances.
Experience
Wealth Strategist, Wealth Strategy
Nov 2024 — Present
Education
Pace University
Bachelor of Business Administration / Master's of Science in Finance, Accounting and Finance
2011 — 2016
Skills
- Microsoft Word
- Internet
- Leadership
- Public Speaking
- Lotus Notes
- Us Gaap
- Powerpoint
- Microsoft Excel
- Microsoft Powerpoint
- Accounting
- Finance
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