Daniel Nelson, CRPC

Daniel Nelson, CRPC

VP - Senior Advisor Consultant

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  • Timeline

  • About me

    Senior Investment Counselor at T. Rowe Price

  • Education

    • University of Wisconsin-Green Bay

      2003 - 2007
      Bachelor of Arts - BA Business Finance
  • Experience

    • Franklin Templeton

      May 2007 - Apr 2017
      VP - Senior Advisor Consultant
    • T. Rowe Price

      May 2017 - now
      Senior Investment Consultant
  • Licenses & Certifications

    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Jun 2017
    • CRPC

      College for Financial Planning
      Jun 2017
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Sept 2006