• UBS

James Nelson

Financial Advisor Trainee

James Nelson is a Financial Advisor Trainee at UBS since July 2025, following a role as a SITC Ambassador at the College for Social Innovation where responsibilities included promoting the 'Semester in the City' program through various campus initiatives. As a Junior Development Associate at Fathers' UpLift, Inc., James contributed to grant writing and donor engagement efforts. Previous experience includes a Development Intern position at the same organization, where James managed a grant pipeline and supported funding applications. Earlier roles included Senior Employee and Junior Employee at Transitional Employment Unlimited, where project management and safety protocol training were key responsibilities, as well as a position as an Outdoor Experience Specialist at Mohawk Mountain Ski Area which involved operational management during peak times. James earned a Bachelor of Science in Business Administration and Management from UNH Peter T. Paul College of Business and Economics during 2021-2025.

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