Keller Nelson
Senior Wealth Analyst @Adviceperiod
Logan, UT, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2026 — Present
Senior Wealth Analyst @Adviceperiod
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EDUCATION
N/A
Brigham Young University - Idaho
Bachelor of Science (BS) - Finance, Financial Planning and Services
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.
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