Best Greg Nelson Business & Finance Insurance in 2022


Greg Nelson - Business & Finance Insurance Specialist

If you are looking for a Business & Finance Insurance Specialist, you should consider Greg Nelson. He has a strong background in insurance and investment banking, including a position at Wachovia as a mortgage risk executive. He also has a commissioned National Bank Examiner (CNE) designation. Read on to learn more about Greg Nelson and his experience. And don't forget to check out his website and Facebook page to see what people have to say about his work.

Greg Nelson is a Business & Finance Insurance Specialist

Greg Nelson has extensive insurance industry experience, including working in corporate financial positions and public accounting. He holds a BBA in Accounting from Western Michigan University and an MBA in Finance and Economics from the University of Chicago Booth School of Business. In addition to his insurance industry expertise, Greg is a Certified Public Accountant and a Registered Representative of Ashland Securities, LLC. He is a member of FINRA and SIPC.

His extensive background in the industry includes extensive experience in disability insurance. He has been in the industry for over 20 years, specializing in disability insurance. Greg holds numerous credentials, including a Chartered Financial Consultant (CFC), Certified Employee Benefit Specialist, Disability Insurance Fellow, and Group Benefits Disability Specialist (GBIS). He also served as the President of the International DI Society and is a Board Member of the IDIS.

He is a commissioned National Bank Examiner

Greg Nelson is a seasoned corporate finance professional. Prior to joining TAG, he worked in various positions at Bank of America Securities, primarily in investment banking for the insurance industry. While at Bank of America, he gained substantial corporate finance and middle-market investment banking experience, including leading numerous private equity and IPO transactions for leading U.S. primary insurance carriers and global reinsurance companies.

Mr. Nelson has over 35 years of experience in the financial services industry. In his previous role at the OCC, he has led numerous bank examinations, gaining extensive experience in problem bank supervision. He has traveled extensively across the United States, conducting a variety of challenging bank examinations. Additionally, he has authored and contributed to numerous industry publications, co-authored an original handbook for mortgage bankers, and consulted on interagency Basel II capital regulations.

He has worked in investment banking

Greg Nelson has extensive experience in the insurance industry. Prior to joining the banking industry, he held various financial positions in the corporate insurance industry. His educational background includes a BBA in Accounting from Western Michigan University and an MBA in Finance and Economics from the University of Chicago Booth School of Business. In addition to his academic qualifications, Nelson is a Certified Public Accountant. He is a Registered Representative with Ashland Securities, LLC, a member of FINRA and SIPC.

He began his career at Credit Suisse as an analyst and then later served as Finance Director for Rexel USA, one of the largest electrical distributors in the country. At Rexel, he supported operations and led analytics and business intelligence initiatives. He also held operational roles in the former GE. In addition to his professional experience, Greg is actively involved in the nonprofit sector, serving on the board of Nations Roof.

He is a former Wachovia mortgage risk executive

As a former mortgage risk executive, Greg Nelson brings a wealth of knowledge and experience to the insurance industry. He has held senior positions in the insurance industry, including private equity and mergers and acquisitions. Prior to joining the insurance industry, Greg worked in public accounting and earned his MBA from the University of Chicago Booth School of Business. He is a registered representative with Ashland Securities, LLC, a member of FINRA and SIPC.

The former Wachovia mortgage risk executive has more than 20 years of experience in insurance, including many cases involving high-risk financial institutions. His background in mortgage risk management has allowed him to provide advice on a broad range of insurance policies for banks and mortgage companies. Nelson has also been an executive at several large banks and has handled cases involving bank mergers and acquisitions.

He is a former Microsoft executive

The CEO of Greg Nelson Business & Finance Insurance is entrepreneur Venkat Bhamidipati, a former Microsoft executive. In this role, he oversees finance, revenue diversification, tax, reimbursement, supply chain, and revenue cycle. Additionally, he oversees investments. Before joining the company, Bhamidipati was a managing director at Microsoft and served as its CFO of operations.


Becky Watson

Commissioning Editor in Walker’s “6+” team. I work on books across the different children’s genres, including non-fiction, fiction, picture books, gift books and novelty titles. Happy to answer questions about children's publishing – as best I can – for those hoping to enter the industry!

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