Katie Nelson

Paraplanner

We found the following information about Katie Nelson at Berger Financial Group, Inc, where this expert has worked as a Paraplanner since 2020. Katie's total work experience is over 13 years, during which time Katie had at least four jobs at different places to develop professional skills. Katie Nelson studied at the University of St. Thomas from 2002 to 2004. Katie has professional certification in Crpc®. Katie can be found in Hassan, Minnesota – where this person is currently located. You can contact with Katie by looking for phone or email address or find further information by requesting access to this person's details from us.
Name variants:
Katherine Nelson, Kathleen Nelson, Katja Nelson
Last updated May 31, 2024

Contact Information

Last Update
Jul 6, 2022
Email
ka**@hotmail.com
Location
Hassan, MN

Workplace

Berger Financial Group, Inc
Paraplanner

Minneapolis, MN

Industry

Financial Services

Work History

Paraplanner

1695 Highway 169, Plymouth, MN 55426
from Aug 2020

Client Service Manager

from Jan 2017

Paraplanner

3500 Packerland Dr, De Pere, WI 54115
Financial Planning, completing trades, collecting and analyzing financial planning data.
Oct 2005 — Jan 2017

Planning Assistant and Paraplanner

3500 Packerland Dr, De Pere, WI 54115
Oct 2005 — Aug 2006

Occupations

Accountant
Finance and Accounting Specialist
Service Manager
Accounting Bookkeeper
Bookkeeper
Service Operations Expert
Operations Manager

Skills

Management
Customer Service
Time Management
Data Entry

FAQs about Katie Nelson

What is the main profession of Katie Nelson?

This professional's job is Paraplanner

What are the profession of The professional?

These person's professions are Accountant and Finance and Accounting Specialist

Where does Katie Nelson currently live?

Hassan, Minnesota is the place where Katie Nelson currently lives

What is the expert's email?

Katie's email is ka**@hotmail.com.

How many companies did Katie Nelson work at?

The professional worked at four jobs.

Where has Katie Nelson studied?

Katie studied at the University of St. Thomas from 2002 to 2004.

Are there any professional certifications, that Katie Nelson has?

The professional received the following certifications: Crpc®.

What is the industry that Katie Nelson worked in?

This person works in Financial Services industry.
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