Profil
Dana B.
Nelson worked as a Member at Cal Poly Alumni Association.
Later, he worked as a Senior Investment Advisor & Portfolio Manager at Bell Investment Advisors, Inc. from 2003 to 2010.
He completed his undergraduate degree from California Polytechnic State University (San Luis Obispo).
Anciens postes connus de Dana B. Nelson
| Sociétés | Poste | Fin |
|---|---|---|
Bell Investment Advisors, Inc.
 Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Gestionnaire de Portefeuille-Actions | 31/12/2010 |
Cal Poly Alumni Association
 Cal Poly Alumni Association Miscellaneous Commercial ServicesCommercial Services Cal Poly Alumni Association is a non profit organization that provides discounts, benefits, and services to its alumni. The company is headquartered in San Luis Obispo, CA. | Corporate Officer/Principal | - |
Formation de Dana B. Nelson
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Finance |
Cal Poly Alumni Association
Cal Poly Alumni Association Miscellaneous Commercial ServicesCommercial Services Cal Poly Alumni Association is a non profit organization that provides discounts, benefits, and services to its alumni. The company is headquartered in San Luis Obispo, CA. | Commercial Services |
