Sara Marie Nelson

Chief Marketing Officer at Mercer Global Advisors, Inc.

Sara Marie Nelson

Sara Marie Nelson

Chief Marketing Officer at Mercer Global Advisors, Inc.

Overview
RelSci Relationships

1228

Number of Boards

1

Contact Data
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Relationships
RelSci Relationships are individuals Sara Marie Nelson likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Partner & Chief Executive Officer at Draper, Richards, Kaplan Foundation

Relationship likelihood: Strong

Chief Operating Officer at Mercer Global Advisors, Inc.

Relationship likelihood: Strong

Chief Accounting Officer at Mercer Global Advisors, Inc.

Relationship likelihood: Strong

Chief Financial Officer at Mercer Global Advisors, Inc.

Relationship likelihood: Strong

General Counsel, Chief Compliance Officer & Secretary at Mercer Global Advisors, Inc.

Relationship likelihood: Strong

Managing Director at Mercer Global Advisors, Inc.

Relationship likelihood: Strong

Managing Director at Mercer Global Advisors, Inc.

Relationship likelihood: Strong

Head of Sales, Santa Barbara Branch at Mercer Advisors, Inc.

Relationship likelihood: Strong

Board Member at Literary Ventures Fund, Inc.

Relationship likelihood: Strong

Board Member at Literary Ventures Fund, Inc.

Relationship likelihood: Strong

In The News
The New York Times - Biographical Materials
May 19, 2013
Sara Nelson, Sam Radin
Paths to Sara Marie Nelson
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Sara Marie Nelson
Chief Marketing Officer at Mercer Global Advisors, Inc.
Education
Undergraduate Degree

Southern Methodist University is a private university near the center of Dallas. SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

MBA

The SCU Leavey School of Business is a private academic institution at Santa Clara University. It is one of the professional schools of Santa Clara University. The School of Business was founded in 1923 and accredited by the Association to Advance Collegiate Schools of Business thirty years later. Located in the Silicon Valley.

Career History
Chief Marketing Officer
2013 - ?

Part of Mercer Advisors, Inc., Mercer Global Advisors, Inc. is an American company located in Santa Barbara, CA, that provides investment advice. The firm was founded in 1985. David Hurless Barton is the CEO, in this role since 2000.

Chief Marketing Officer
2010 - Prior

Mercer Advisors, Inc. provides financial planning and asset management services. The firm offers investment management, tax planning and preparation, estate planning, corporate family trustee, and financial planning services. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.

Vice President-Marketing
2005 - Prior

Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO.

Boards & Committees
Board Member
Tenure Unconfirmed
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