Keller Nelson
UHNW Senior Wealth Analyst at AdvicePeriod
- Role
- Senior Wealth Analyst at Adviceperiod
- Location
- Logan, UT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Keller Nelson
Experienced analyst skilled in financial planning, wealth management, investment analysis, alternative investments, and data analysis. Technical skills include BlackDiamond, Microsoft Excel, Microsoft PowerPoint, Tableau, and other artificial intelligence tools.
Experience
Senior Wealth Analyst
Jan 2026 — Present
Education
Brigham Young University - Idaho
Bachelor of Science (BS) - Finance, Financial Planning and Services
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