Marcus Nelson
Vice President Of Accounting & IT at Finity Group, LLC ® | Portland, Oregon, United States
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Vice President Of Accounting & IT at Finity Group, LLC ® in January 2019 to Present
Controller at Finity Group, LLC ® in July 2014 to January 2019
Efficiency Analyst at Finity Group, LLC ® in July 2013 to July 2014
Intern at Finity Group, LLC ® in October 2012 to July 2013
Associate Financial Advisor/Paraplanner/Analyst at Ameriprise Financial in June 2005 to January 2011
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Finance
Portfolio Management
CRPC
Strategic Financial Planning
Investments
Mutual Funds
Saving for Education
Series 7
Retirement Planning
Wealth Management
Financial Advisory
Leadership
Retirement
Microsoft Excel
Bloomberg
Asset Allocation
Investment Advisory
Customer Service
Risk Management
Budgets
Public Speaking
Strategic Planning
Microsoft Word
Process Improvement
Microsoft Office
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Discover more about Finity Group, LLC ®What is Marcus Nelson email address?
Email Marcus Nelson at [email protected]. This email is the most updated Marcus Nelson email found in 2026.
What is Marcus Nelson phone number?
Marcus Nelson phone number is +15034779722.
How to contact Marcus Nelson?
To contact Marcus Nelson send an email to [email protected]. If you want to call Marcus Nelson try calling on +15034779722.
What company does Marcus Nelson work for?
Marcus Nelson works for Finity Group, LLC ®
What is Marcus Nelson's role at Finity Group, LLC ®?
Marcus Nelson is Vice President Of Accounting & IT
What industry does Marcus Nelson work in?
Marcus Nelson works in the Financial Services industry.
Marcus Nelson Email Addresses
Marcus Nelson Phone Numbers
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