Patricia Nelson
About Patricia Nelson
Patricia Nelson is a Financial Services Representative with over 22 years of experience at Primerica. She specializes in financial wellness workshops, portfolio analysis, and offers seminars on various financial topics.
Work at Primerica
Patricia Nelson has been employed at Primerica as a Financial Services Representative since 2002. In her role, she assists clients in managing their financial portfolios and achieving their financial goals. She conducts annual revisits and updates for clients to ensure their financial plans remain effective. Additionally, she performs Morningstar Portfolio Analysis to enhance portfolio performance through asset allocation and diversification.
Previous Experience at International Converter
Before joining Primerica, Patricia Nelson worked at International Converter as a Marketing Analyst from 2006 to 2010. During her four years in this position, she contributed to marketing strategies and initiatives that supported the company's objectives. This experience provided her with a solid foundation in analytical skills and marketing principles.
Education and Expertise
Patricia Nelson earned a Bachelor of Arts degree in Management and Communications from Concordia University-Wisconsin. Her educational background equips her with the necessary skills to communicate effectively and manage financial services. She utilizes her expertise to provide financial wellness workshops, helping participants establish their debt freedom date and financial independence number.
Financial Wellness Workshops and Seminars
Patricia Nelson offers financial wellness workshops that focus on helping participants understand their financial situations. These workshops guide individuals in establishing their debt freedom date and financial independence number. Additionally, she conducts seminars on various topics, including Marriage and Money, Retirement, and How Money Works, to educate clients on financial literacy.