Fundraising Fox

Carrie Nelson

Founder

Founder at Atlas Point

Charlotte, North Carolina, United States

FoundedAtlas Point

Find your path to Carrie

1,514 people in our graph share verified history with Carrie — schools, employers, funds. One of them is your warm intro.

Tyler WilsonunlockedCarrie: together at Ey (2014–2015)
×9Carrie: together at Ey
×2Carrie: together at UNC Kenan-Flagler Business School

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

  1. Atlas Point LLCCEO and Foundercurrent2018 — presentGreater Charlotte Area
  2. Edward JonesPrincipal, Firm Strategy and Strategic Planning2017 — 2018Greater St. Louis
  3. 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 mafia156

Also came through, then founded or led a company.

Fabien MendezAssociate | Mergers & AcquisitionsFounded Sanctu +1Felix HemmerlingPowerPoint Assembly Line WorkerFounded habiata +1Srinivas SarkarManagement ConsultantFounded Coupl +1Eden OvadiaCyber Security AnalystFounded Finnyai +1Dmitry KarpovGlobal Innovation TeamFounded Adentris +1Jeff GrassEY Entrepreneur of the Year JudgeFounded LiveSafe +1

+ 149 more

UNC Kenan-Flagler Business School mafia40

Also came through, then founded or led a company.

Coleman M. GreeneMBAFounded Techstars +1Jim CrowellMaster of Business Administration (MBA)Founded SageHouse +1Christine MoseleyB.A.Founded Full Harvest Technologies +1Chip PaucekMaster of Business Administration (M.B.A.)Founded Proathletecommunity +1David KirkpatrickMBAFounded IMPACT CAPITAL MANAGERSMichael BlockMaster of Business Administration (MBA)Founded AgentSmyth

+ 33 more

Same school

Also attended UNC Kenan-Flagler Business School182

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

+ 176 more

Shared employers

Also worked at Edward Jones19

Cooper LaRueAssociate at American Family VenturesKyle KernsCFO and Operations Lead at Cultivation CapitalMychalSenior Analyst at Radicle ImpactAmalie StokkelandSenior Associate at Novo HoldingsCatalina KaziLegal & Compliance Counsel at SR One Capital ManagementRohan ShahCampus Lead at The MBA Fund

+ 13 more

Also worked at EY1,922

Tyler WilsonSenior Accountant at Felicis VenturesSandra SchwarzerInvestor at Index VenturesLinn Hege AuneInvestor at InvestinorTorjusInvestor at InvestinorAngela ToyPartner & COO at Golden Gate VenturesMahesha SubramaniamHead of Client Relations at Golden Gate Ventures

+ 1,916 more