Since 2018, Rebecca M Nelson has been working in Peninsula Volunteers, Inc based 1067, 1067. Rebecca M Nelson is a competent Director of Development, Cwsâ with over 19 years of work experience. According to Rebecca's resume and work profile, the professional has worked at more than five companies with diverse backgrounds and gained different skills. Rebecca attended school at the Stanford University Graduate School of Business from 2006 to 2006. Rebecca can be found in Redwood City, California – where this expert currently lives. You can search for this person's contacts. We can also provide you additional contact information upon request.
Name variants:
Rebekah Nelson,
Becky Nelson,
Beckie Nelson,
Becca Nelson,
Beck Nelson,
Reba Nelson
Contact Information
Last Update
Jul 6, 2022
Email
rn**@penvol.org, rc**@pacbell.net, ct**@yahoo.com
Location
Redwood City, CA
Company
Workplace
Director of Development, Cwsâ
Menlo Park, CA
Industry
Nonprofit Organization Management, Individual/Family Services, Other Individual and Family Services
Colleagues
Work History
Director of Development, Cwsâ
800 Middle Ave, Menlo Park, CA 94025
from Jun 2018
Former Senior Vice President of Wealth Management
Technology Credit Union has served the high tech workforce and its ecosystem in Silicon Valley and the greater Bay Area for over 50 years. It is recognized as one of the best-managed and str...
Feb 1, 2012 — 2018
Vp, Senior Wealth Advisor,Cwsâ , Private Bank at Union Bank
San Francisco, CA
Business development and new client market acquisition sales strategy and integrated execution for investment management, trust, wealth and legacy planning and private banking services. Guid...
2008 — Feb 2012
Chief Marketing Officer and Operations Executive; Functional Manager
1501 Page Mill Rd, Palo Alto, CA 94304
Direct report to CEO of HP Credit Union, premier nationwide credit union with $4.2 billion combined assets/assets under management. Executive team enterprise strategy, sales development and ...
Apr 2001 — 2008
Vice President Trust and Investment Services
Business development strategy and new client sales acquisition responsibility for trust and investment business. Accountable for generating record new revenue and growth results for Greater ...
Jan 1999 — Apr 2001
Education
Occupations
Executive
Development Director
Organization Management
Non-Profit
Senior Vice President
Leader
HR Manager
Operations Manager
Vice President
Chief Executive
Managers
Skills
Banking
Financial Services
Leadership
Business Development
Investments
Wealth Management
Management
Business Strategy
Strategic Planning
Relationship Management
Private Banking
Marketing
Loans
Philanthropy
Non Profit Board Leadership
Non Profit Boards
Non Profit Development
Mergers and Acquisitions
Corporate and Foundation Giving
Planned Giving
Major Gifts
Fundraising
Public Speaking