Marcia Nelson

Managing Director at Freedom Capital Markets
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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5.0

/5.0
/ Based on 9 ratings
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R. Adam Smith

I have enjoyed working with Marcia across numerous venture, concept, and family office matters, and also on a non profit board together. Marcia is smart, accessible, discerning and collaborative and great to work with ! Please reach out to me anytime to discuss.

Gilbert Bradshaw

Marcia is truly one of the greatest relationship managers I have ever worked with. It's been ten years since we have worked together and I feel like she is still a very close friend. When we would work together there were times when I would just stop what I was doing and study her creative approach to problem solving and just stand in awe. There aren't that many people who have made such an impact on me as Marcia. Once you work with her, you will realize how truly lucky you are to associate with her and have her on your team.

Peter McCrea

Have you ever met someone who is professional, capable, connected, and classy? And someone who is kind and gracious and warm? And someone who is generous and collaborative, and dedicated to making the world a better place? And someone who gracefully navigates the highest echelons of wealth and finance? And someone you immediately feel is like a familiar friend? Yeah? Ah! So you must have met Marcia, too...

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Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • Jan 2023 - Present

    • United States
    • Business Consulting and Services
    • Co-Founder
      • Jul 2020 - Present

      Business life cycle advisors. Business life cycle advisors.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director and Head of Business Development
      • Sep 2020 - Dec 2022

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director - Alberleen Family Office Solutions
      • Sep 2016 - Jun 2020

  • Deals & Divas
    • Greater New York City Area
    • Founder & CEO
      • Jul 2015 - Jun 2018

    • United States
    • Accounting
    • 400 - 500 Employee
    • Practice Growth Manager
      • Nov 2012 - Jul 2015

    • United States
    • Accounting
    • 700 & Above Employee
    • Director, Business Development
      • Jan 2011 - Nov 2012

    • Sr. VP of Business Development
      • Feb 2006 - Jan 2011

    • Progect Manager/Executive Assistant
      • Mar 2003 - Mar 2005

    • Financial Services
    • 700 & Above Employee
    • Executive Assistant
      • Mar 2000 - Mar 2003

  • Private SFO/Philanthropist
    • Greater New York City Area
    • Executive Assistant/Researcher/Project Manager
      • Jun 1998 - Mar 2000

Education

  • Fordham Gabelli School of Business
    MBA, Finance, Taxation
    2001 - 2005
  • Southern Utah University
    BA, English
    1980 - 1985

Community

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