Verified recordFinancial Services

Missy Nelson

VP, Relationship Management at Triad Advisors

Based in Norcross, United States

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Seniority

Department

Sales & Business Development

Location

Norcross

Industry

Financial Services

Company size

Contact information

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m•••••••@triadadvisors.com

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Background

About Missy Nelson

This summer I am celebrating 19 years in the Financial Services industry. When I was a freshman at Virginia Tech, enrolled in the Business School - Majoring in Marketing, never did I think I would end up in Financial Services. But I have to say, I am so glad I am! I truly enjoy working with Financial Advisors and being a resource to their practices. My team and I help answer questions, assist with case design, resolving issue, and share research and product solutions for Triad affiliated advisors. Through conferences and one on one meetings we help educate advisors of all the tools and resources they have available through Triad and Advisor Group. Another core function of our team is to work closely with all the partner firms. We help them navigate Triad and help them best connect with our affiliated advisors.

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