Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Timeline
Generic

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, TX
05-2028

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

Similar Profiles

CREATE PROFILE
Tate Nelson