Profiel
Gordon Levi Nelson formerly worked at Merrill Lynch & Co., Inc., as Principal in 2002 and Keystone Wealth Advisors LLC, as Portfolio Manager from 2011 to 2023.
Mr. Nelson received his graduate degree from Utah State University.
Eerdere bekende functies van Gordon Levi Nelson
| Bedrijven | Functie | Einde |
|---|---|---|
Keystone Wealth Advisors LLC
 Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Algemeen Directeur | 01-02-2023 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31-12-2002 |
Opleiding van Gordon Levi Nelson
| Utah State University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Advisors LLC
Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Finance |
