Dana B. Nelson

Finance

Consumer Services

Commercial Services

Profile

Dana B.
Nelson worked as a Member at Cal Poly Alumni Association.
Later, he worked as a Senior Investment Advisor & Portfolio Manager at Bell Investment Advisors, Inc. from 2003 to 2010.
He completed his undergraduate degree from California Polytechnic State University (San Luis Obispo).

Former positions of Dana B. Nelson

Companies	Position	End
Bell Investment Advisors, Inc. Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations.	Portfolio Manager-Equities	2010-12-30
Cal Poly Alumni Association Cal Poly Alumni Association Miscellaneous Commercial ServicesCommercial Services Cal Poly Alumni Association is a non profit organization that provides discounts, benefits, and services to its alumni. The company is headquartered in San Luis Obispo, CA.	Corporate Officer/Principal	-

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Training of Dana B. Nelson

California Polytechnic State University (San Luis Obispo)

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
Bell Investment Advisors, Inc. Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations.	Finance
Cal Poly Alumni Association Cal Poly Alumni Association Miscellaneous Commercial ServicesCommercial Services Cal Poly Alumni Association is a non profit organization that provides discounts, benefits, and services to its alumni. The company is headquartered in San Luis Obispo, CA.	Commercial Services