Ricp Missy Nelson Bfa

Vp, Relationship Management at Triad Advisors

Missy Nelson has a diverse work experience in the financial industry. Missy began their career as a Registered Representative at John Hancock in 2004. From 2005 to 2013, they worked as the Director of Operations at Innovative Financial Group. During their time there, they gained experience in coordinating continuing education courses and events, marketing, building relationships with brokers, and managing licensing and contracting. In 2013, Missy joined Triad Advisors as a Product and Marketing Specialist and later advanced to roles such as Assistant Vice President and Vice President, where they focused on product management and relationship management. Missy currently holds the position of VP, Relationship Management at Triad Advisors.

Missy Nelson, RICP, BFA, studied Marketing at the Virginia Polytechnic Institute and State University - Pamplin College of Business from 2000 to 2004, where they obtained their degree. In addition to their academic qualifications, Missy has also obtained several certifications including RICP from the American College, Series 24, Series 66, and Series 7 from FINRA. The specific dates of when these certifications were obtained are not provided.

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