Atlas Point
Carrie Nelson is currently the CEO and Founder of Atlas Point LLC, an AI Powered Insights company focused on creating deeper human connections. Prior to that, Nelson worked as a Principal at Edward Jones, leading firm strategy and strategic planning. Before Edward Jones, Nelson was a Principal at EY, where Carrie focused on growing the Wealth and Asset Management Advisory practice in the Midwest region and led the Financial Services in St Louis. Nelson graduated from UNC Kenan-Flagler Business School with a Bachelor of Science in Business Administration and Management.
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Atlas Point
We provide financial services firms and their professionals with a proprietary, innovative AI-powered platform that better personalizes and deepens human connections at scale. We believe that when people can express how they think and feel about their money, they are more empowered, engaged, and open to meaningful and productive financial conversations. We make it easy for you to implement behavioral solutions into your business through integrations with Redtail, Wealthbox, BlackDiamond, and more.