Joe has worked with large, mid-size and small/boutique firms in the "wholesale" side of the financial services industry since 1996. He has represented every product line from open end funds, closed end funds, ETFs, separately managed accounts, exchange funds, charitable giving funds, life insurance, annuities, privately managed portfolios and custom indexing solutions. In this time, he has covered most every sales channel: RIAs, banks, bank trust, independent firms, wires, regional firms and family offices. In the last five years, he has worked as an independent consultant - serving wholesalers, financial services firms and fintech providers - expanding perspective and insight capabilities. If you are assessing a situation or making important decisions, Joe Nelson can help. He has been on the speed dial of top recruiters since 2002, and is making his knowledge available to you!