Hollie Jeane Nelson
Consultor / Asesor en Robert W. Baird & Co., Inc. (Private Banking) .
Perfil
Ms. Hollie J.
Nelson is a Senior Vice President & Senior Investment Consultant at Robert W.
Baird & Co., Inc. She helps uncover needs that may not be realized or known.
She develops a step-by step, long-term strategy that will be continuously monitored and adjusted to ensure financial plans accurately reflects the clients' personal goals.
Ms. Nelson joined the firm in 1998 as a Financial Advisor.
Ms. Nelson received her Bachelor of Science degree in Economics and International Relations from the University of Wisconsin in 1991.
She is also a Certified Retirement Counselor designation, and in 2009 she completed Baird's Investment Consultant program hosted at the University of Chicago - Graduate School of Business.
Cargos activos de Hollie Jeane Nelson
| Empresas | Cargo | Inicio |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Consultor / Asesor | 01/01/2020 |
Formación de Hollie Jeane Nelson.
| University of Wisconsin | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 1 |
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Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
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