Blake Nelson

Blake Nelson: Email & Phone Number

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VP, Sr. Financial Consultant at Charles Schwab|Dallas, Texas, United States

Position:

VP, Sr. Financial Consultant at Charles Schwab

Location:

Dallas, Texas, United States

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Last updated: 2026-06-30
Updated: 2026-06-30

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Work Experience 15 years

VP, Sr. Financial Consultant at Charles Schwab

Mar 2025 - Current

VP, Financial Consultant at Charles Schwab

Jan 2021 - Mar 2025

Associate Financial Consultant at Charles Schwab

Feb 2019 - Jan 2021

Investment Consultant at Charles Schwab

Jun 2017 - Jan 2019

Sales Consultant at Sears

Jan 2017 - May 2017

Office Manager at Techvana L.L.C.

Apr 2011 - May 2017

Sales Executive at JCPenney

Aug 2016 - Jan 2017

Sales Manager, Trainer, Recruiter, Sales Associate at Conn's HomePlus

Aug 2014 - Aug 2016

Consultative Sales Associate at Sears

Jan 2013 - Jul 2014

Blake Nelson started working in 2011, then the employee has changed 4 companies and 8 jobs. On average, Blake Nelson works for one company for 2 years 2 months.

Their professional focus is Business Analysis, Business Development, and Business Planning across 3 core areas.

Blake holds Certified Financial Planner (CFP), Life, Accident and Health Insurance Producer, and Series 66 certifications.

Education

Bachelor of Science - BS at Colorado State University

High School Diploma at Rocky Mountain High School

Blake Nelson Namesakes

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Blake Nelson
Analyst, Business Insights
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Blake Nelson
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Blake Nelson
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