Profil
Dr. Jeffrey S.
Nelson is Executive Vice President and Chief Investment Officer at Broadway National Bank Asset Management.
He has more than 14 years of professional investment management experience.
Prior to joining Broadway Bank as a Portfolio Manager, he served as a wealth advisor in the banking industry.
He also spent five years in private practice providing investment management and financial services to clients.
Additionally, he retired from the United States Air Force after 20 years of service at the rank of Lieutenant Colonel.
He earned a Bachelor of Science in Aeronautical Science from Embry-Riddle Aeronautical University, a Master of Science in Management and Human Relations from Abilene Christian University, and a Doctor of Philosophy in Personal Financial Planning from Kansas State University.
He has earned the Chartered Financial Analyst designation and is a Certified Financial Planner professional.
He teaches a course on investments as an adjunct faculty member at The University of Texas at San Antonio and is an active member of CFA Society San Antonio.
Postes actifs de Jeff Nelson
| Sociétés | Poste | Début |
|---|---|---|
Broadway National Bank Asset Management
Broadway National Bank Asset Management Investment ManagersFinance BNBAM actively evaluates the current economic and market trends to ensure client strategy targets their unique goals. | Directeur en chef des Investissements | 01/01/2017 |
Anciens postes connus de Jeff Nelson
| Sociétés | Poste | Fin |
|---|---|---|
US Air Force
US Air Force SovereignGovernment Provides aerial warfare and space warfare services | Corporate Officer/Principal | - |
United Services Automobile Association
United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services Operates as a banking and insurance services association | Corporate Officer/Principal | - |
Formation de Jeff Nelson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
United Services Automobile Association
United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services Operates as a banking and insurance services association | Commercial Services |
Abilene Christian University
Abilene Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Embry-Riddle Aeronautical University
Embry-Riddle Aeronautical University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Broadway National Bank Asset Management
Broadway National Bank Asset Management Investment ManagersFinance BNBAM actively evaluates the current economic and market trends to ensure client strategy targets their unique goals. | Finance |
US Air Force
US Air Force SovereignGovernment Provides aerial warfare and space warfare services | Government |
















