We found the following information about Chelsea Nalley at Truewealth Management, where this expert has worked as a Wealth Advisor since 2019. Chelsea's total work experience is over five years, during which time this expert had at least three jobs at different companies to develop skills. Chelsea studied at the University of Georgia - Terry College of Business from 2013 to 2014. This professional received the following certifications: Series 65 and Certified Financial Planner(Tm). Chelsea Nalley is proficient in two languages: English and French. Chelsea Nalley currently is located in Atlanta, Georgia. You can contact with Chelsea by looking for phone number or email address or find exhaustive information by requesting access to Chelsea Nalley's additional details from SoftwareOfficial.
Name variants:
Chelsea Nalley
Last updated Jul 07, 2024
Contact Information
Workplace
Colleagues
Work History
Wealth Advisor
3630 Peachtree Rd northeast SUITE 300, Atlanta, GA 30341
Specializing in Financial Plan Preparation, Corporate Benefit Planning, Retirement Planning, and Portfolio Management
from Jan 2019
Financial Planner
3630 Peachtree Rd northeast SUITE 300, Atlanta, GA 30341
Jan 2015 — Dec 2018
Client Service Associate
3630 Peachtree Rd northeast SUITE 300, Atlanta, GA 30341
Aug 2012 — Dec 2014
Education
Occupations
Executive
Manager
Advisor
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Planner
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Skills
Personal Financial Planning
Retirement Planning
Portfolio Management
Financial Analysis
Executive Compensation Planning
College Education Planning
Employee Stock Options
Investments
Estate Planning
Mutual Funds
Personal Tax Planning
Microsoft Excel
Relationship Management
Corporate Benefits
Moneyguidepro
Microsoft Dynamics Crm
FAQs about Chelsea Nalley
What is the main profession of Chelsea Nalley?
This professional's job is Private Wealth Manager
What jobs is Chelsea Nalley a professional at?
Chelsea Nalley is proficient at such jobs as Executive and Manager.
Where is Chelsea Nalley located?
Chelsea Nalley is located in Atlanta, Georgia.
How many companies did Chelsea Nalley work at?
The professional worked at three jobs.
What education does Chelsea Nalley have?
Chelsea studied at the University of Georgia - Terry College of Business from 2013 to 2014.
Are there any professional certifications Chelsea Nalley has?
This professional received the following certifications: Series 65 and Certified Financial Planner(Tm).
What languages does Chelsea Nalley speak?
Chelsea Nalley speaks English and French.
Are there any industries Chelsea Nalley works in?
This person works in Financial Services industry.