Broadway Bank
Jeff Nelson serves as the Chief Investment Officer at Broadway Bank since August 2012. Prior experience includes a role as a Lecturer in the Department of Finance at The University of Texas at San Antonio from December 2012 to May 2020, where Jeff taught Principles of Investment at the undergraduate level and Investment Theory & Problems at the graduate level. Jeff's earlier career includes positions as a Wealth Management Advisor at USAA from October 2010 to August 2012 and as a Financial Advisor with The Retirement Wealth Coach from February 2005 to October 2010. A military background as a Military Officer in the United States Air Force from January 1985 to April 2005 involved serving as a KC-135 Aircraft Commander/Instructor and Evaluator Pilot, along with responsibilities in military leadership and weapon system acquisition. Educational credentials include a Ph.D. in Personal Financial Planning from Kansas State University and multiple degrees in related fields from Kansas State University, Abilene Christian University, and Embry-Riddle Aeronautical University.
Broadway Bank
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Broadway Bank is a multi-billion dollar financial services organization with locations throughout south central Texas. Founded in 1941, Broadway has evolved from a small neighborhood bank into the largest independently-owned bank headquartered in San Antonio. The bank specializes in business banking, private banking, and wealth management. Broadway Bank is a proud member of the FDIC. Mission Statement: To deliver the best banking experience--resulting in lasting relationships. Vision: To always be a financially strong, independent, family-owned bank. At Broadway Bank, we provide opportunities for employees to achieve career growth and reap rewards from their own high performance--creating a positive work environment.