Joshua Nelson

Joshua Nelson is a seasoned professional in client services with extensive experience in the financial sector. Currently serving as a Client Services Consultant at Orion since January 2023, Joshua has a background that includes notable positions at UBS as a Registered Client Service Associate, where impactful service and client wealth management were prioritized. Previous roles at Wells Fargo as a Business Support Associate involved servicing financial advisors and managing hedge funds, while a tenure at Morningstar as a Senior Client Services Representative focused on delivering exceptional support to advisors and clients. Early experience includes a position at Northern Trust Corporation as a Client Services Representative, where Joshua advocated for investment management firms, and at Milwaukee Bucks Inc., which involved dynamic sales presentations and relationship building. Joshua holds a Bachelor's Degree in Sport and Fitness Administration/Management from Hampton University, earned in 2015.