Hollie Jeane Nelson
Consultant / Advisor chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
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.
Postes actifs de Hollie Jeane Nelson
| Sociétés | Poste | Début |
|---|---|---|
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 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 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. | Consultant / Advisor | 01/01/2020 |
Formation de Hollie Jeane Nelson
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 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 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 |
