Tate Nelson
San Marcos
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Consultant
Sonos
San Clemente
04.2025 - 08.2026
- Maintained regular communication with clients via phone and email regarding investment updates and market information.
- Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
- Educated clients on current market conditions and impacts on investments.
- Developed comprehensive financial plans encompassing retirement planning, cash flow analysis, estate planning, and insurance coverage reviews.
- Internship
Education
BBA - Finance
Texas State University
San Marcos, TX05-2028
Skills
- Financial analysis
- Portfolio management
- Risk assessment
- Client education
- Asset allocation
- Compliance knowledge
- Effective communication
- Relationship building
- Investment advice
- Budgeting expertise
- Insurance planning
Affiliations
- Training for a marathon
- Pianist
- Previous Bartender
Accomplishments
- Honors Graduate
- 4x Deans List
Certification
- TABC certified
Timeline
Financial Consultant
Sonos
04.2025 - 08.2026
BBA - Finance
Texas State University