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Carrie Nelson
FounderFounder at Atlas Point
Charlotte, North Carolina, United States
FoundedAtlas Point
Find your path to Carrie
933 people in our graph share verified history with Carrie — schools, employers, funds. One of them is your warm intro.
Cooper LaRueunlockedCarrie: together at Edward Jones (2018)
×5Carrie: together at Edward Jones
×6Carrie: together at Ey
About
Carrie Nelson is the Founder and CEO of Atlas Point LLC, a firm that provides content, technology, and behavioral solutions aimed at helping wealth management firms and financial advisors pursue organic growth. She has more than 20 years of experience across strategy, consulting, data, and financial services, and previously held leadership roles at Experian, EY, and Edward Jones.
Founder at Atlas Point
Experience
- Atlas Point LLCCEO and Foundercurrent2018 — presentGreater Charlotte Area
- Edward JonesPrincipal, Firm Strategy and Strategic Planning2017 — 2018Greater St. Louis
- EYPrincipal2013 — 2017Saint Louis
Skills & more
Financial Services71Process Improvement55Management Consulting53Business Transformation39Analytics27
From Carrie's professional profile.
Frequently asked questions
- Who is Carrie Nelson?
- Carrie Nelson is the Founder and CEO of Atlas Point LLC, a firm that provides content, technology, and behavioral solutions aimed at helping wealth management firms and financial advisors pursue organic growth. She has more than 20 years of experience across strategy, consulting, data, and financial services, and previously held leadership roles at Experian, EY, and Edward Jones.
- Where does Carrie Nelson work?
- Carrie Nelson is Founder of Atlas Point.
- What companies did Carrie Nelson found?
- Carrie Nelson founded Atlas Point.
- Where did Carrie Nelson go to school?
- Carrie Nelson studied at UNC Kenan-Flagler Business School (Bachelor of Science (BS), Business Administration and Management, General).
Founder mafias
Ey mafia205
Also came through, then founded or led a company.
David DellaPellePeople Advisory ServicesFounded Madeira Security +2Fabien MendezAssociate | Mergers & AcquisitionsFounded Sanctu +1Felix HemmerlingPowerPoint Assembly Line WorkerFounded habiata +1Jessica ZhangTransaction Real EstateFounded Building Bloc +1Dmitry KarpovAmericas Innovation TeamFounded Adentris +1Jeff GrassEY Entrepreneur of the Year JudgeFounded LiveSafe +1
UNC Kenan-Flagler Business School mafia54
Also came through, then founded or led a company.
Jim CrowellMaster of Business Administration (MBA)Founded SageHouse +1Christine MoseleyB.A.Founded Full Harvest Technologies +1Chip PaucekMaster of Business Administration (M.B.A.)Founded Pro Athlete Community +1Sumit VohraMBA'07Founded Lonerider Spirits +1David KirkpatrickMBAFounded IMPACT CAPITAL MANAGERSMichael BlockMaster of Business Administration (MBA)Founded AgentSmyth
Same school
Also attended UNC Kenan-Flagler Business School230
Mathew KayeAccounting Manager at RevolutionFrancesco MoroPrincipal at Burda Principal InvestmentsAmol BhatHead of Investor Relations at Mucker CapitalJoe SantaBarbaraChief Financial Officer at .406 VenturesTony WellsVenture Partner at Copper Sky CapitalTroy ArnoldPartner, Echo Health Advisors at Echo Health Ventures
+ 224 more
Shared employers
Also worked at Edward Jones20
Cooper LaRueAssociate at American Family VenturesKyle KernsCFO and Operations Lead at Cultivation CapitalMychalSenior Analyst at Radicle ImpactCatalina KaziLegal & Compliance Counsel at SR One Capital ManagementMolly HoffmeyerDirector of Corporate Partnerships at SixThirty VenturesAndrew WegrzynPrincipal at SixThirty Ventures
+ 14 more
Also worked at EY2,000
Tyler WilsonSenior Accountant at Felicis VenturesSandra SchwarzerInvestor at Index VenturesTorjusInvestor at InvestinorAngela ToyPartner & COO at Golden Gate VenturesKirsten MelloPartner + Chief Financial Officer at Menlo VenturesHark AhluwaliaAssociate at Revolution
+ 1,994 more