Lucy Nelson APFS is a Partner - Chartered Financial Planner at Pinnacle Wealth Management. With a background as a Senior Consultant at St. James’s Place Wealth Management, Lucy is dedicated to helping people redefine wealth on their own terms and achieve their lifelong ambitions for long-term freedom and peace of mind. Lucy holds a Bachelor of Science (BSc) degree in Accounting and Finance from the University of Leeds.
June, 2017 - present
Managing Director | Head - Business Enablement | B2c Technology & Operations At BMO Financial Group at BMO Financial Group
VP & Director, Corporate Finance Enablement at Liberty Mutual
Accounting Manager at Baker Tilly
Vp, Financial Crimes Response at TD Bank Group
Senior Development Accounting Manager at Federal Realty Investment Trust
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