JN

Jacqueline Nelson

Senior Relationship Manager at HoyleCohen Wealth Management

Jacqueline Nelson has extensive experience in relationship management and administrative support, currently serving as a Senior Relationship Manager at HoyleCohen, LLC since January 2018. Previously, Jacqueline held the position of Credentialing Coordinator at AMN Healthcare from June 2016 to January 2018, and spent over 14 years as an Executive Assistant at Frank E Montes Financial Services. Earlier roles include Executive Assistant at Ernest De La Cruz Financial Services, where Jacqueline developed sales plans and managed client communications, and Office Manager at American Para Professional Systems, Inc., facilitating operations between medical professionals and insurance agents. Jacqueline is a graduate of the British Executive Academy in Lima, Peru.

Location

San Diego, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


HoyleCohen Wealth Management

HoyleCohen is a total wealth management firm committed to helping our clients make the decisions that will guide them toward achieving their goals while sustaining their wealth across generations. We seek to do this by building trusted long-term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.


Employees

51-200

Links