Brian T Nelan

Financial Advisor

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Location:

400 Allenhurst Pl, Cary, NC 27518

Industry:

Investment Management

Work:

May 2009 since Jun 2009
Assistant Vice President
Endowments & Foundations since Aug 2008
Assistant Vice President Client Relations
Alternative Investments since Apr 2008
Assistant Vice President
AllianceBernstein since 2004
Assistant Vice President - Alternative Investments
ALLIANCEBERNSTEIN L.P since Jun 2004
Assistant Vice President

Education:

Binghamton University - School of Management 2001 - 2003
MBA, Finance State University of New York at Binghamton 1997 - 1999
BS, Computer Science Binghamton University, Binghamton New York 1999
MBA; BS, Finance; Computer Science

Skills:

Alternative Investments
Series 63
Fixed Income
Bonds
Portfolio Management
Capital Markets
Caia
Investments
Bloomberg
Finance
Investment Advisory
Asset Allocation
Fund of Funds
Financial Services
Equities
Mutual Funds
Securities
Investment Strategies
Emerging Markets
Fx Options
Asset Management
Private Equity
Commodity
Due Diligence
Trading
Funding
Client Service
Currency
Series 7
Institutional
Hedge Funds
Investment Management
Financial Markets

Interests:

Children

Languages:

English
Arabic
Spanish

Certifications:

Finra Series 7, 31, 63
Chartered Alternative Investment Analyst
License Live Online Training
License Performance Reviews That Motivate
License Live Online Trainingx
Series 7 General Securities Representative
Series 63 - Uniform Securities Agent State Law
Series 31 - Futures Managed Funds
Series 65 - Uniform Investment Adviser Law
Chartered Alternative Investment Analyst®
License 17949219
Performance Reviews That Motivate
Leader, Level 1
Trusted Advisor, Level 1
Secrets To Leading With Assertiveness
Secrets of Motivation
Meetings That Work
Variable Life & Variable Annuity, Life and Accident & Health Or Sickness and Medicare Supplement/Long Term Care

Brian Nelan Hoboken, NJ

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Work:

UTS ADVISORS INC

2012 to 2000
Consultant/Third Party Marketer ALLIANCEBERNSTEIN L.P
New York, NY
2004 to 2012
Assistant Vice President ALLIANCEBERNSTEIN L.P

2006 to 2008
Senior Client Relations Associate ALLIANCEBERNSTEIN L.P

2004 to 2006
Associate Portfolio Manager ZSC COMMUNICATIONS
Bedford Hills, NY
2003 to 2004
Consultant BUCK CONSULTANTS
New York, NY
2002 to 2002
Summer Actuarial Clerk ENSCO INC
Binghamton, NY
2000 to 2001
Programmer Analyst II PARAGONCO
Oxford, OH
1999 to 2000
Data Analyst

Education: