Cfp® Charles Nelson

Charles Nelson, CFP® began their work experience in 1988 as an Investor Relations Manager at Scudder, Stevens & Clark. In 2000, they transitioned to Eastern Bank, where they held the position of Vice President in Wealth Management. Overall, their work experience spans over two decades in the financial sector, with a focus on investor relations and wealth management.

Charles Nelson, CFP®, obtained their MBA in Finance from the Babson F.W. Olin Graduate School of Business, completing their studies from 1993 to 1996. Prior to that, they earned their BA in Mathematics and Business from Boston University, attending from 1984 to 1988. Charles also graduated from St. Mark's School for their high school education. Furthermore, they hold additional certifications including the Certified Financial Planner™ (CFP®) from the CFP Board and the Certified Trust and Financial Advisor (CTFA) from the American Bankers Association. The exact dates of when they obtained these certifications are not available. It is unknown if Charles attended The Fenn School or Union College as the information for those institutions is not provided.