Nelson Greene

Vice President, Business Development

For nearly a decade, Nelson has acquired knowledge from many areas of the financial industry, building a unique range of experience. Before joining Benjamin, Nelson was a VP of Technology Consulting at TD Ameritrade Institutional. During this time, he helped seamlessly transition breakaway brokers to independence by customizing technology ecosystems based on the scope of their practice. Prior to his time at TD, Nelson worked on SS&C Advent’s leading portfolio management solution, Black Diamond Performance Reporting. He also assisted in the implementation of a real estate and insurance offering at VyStar Financial Group before transitioning to working exclusively with registered independent advisors.

It’s with this same client centric and people first mentality, that Nelson has also lead many initiatives outside the scope of finance and technology. He was previously a regional Director of Take Stock in Children, conducting fundraisers and program management for the youth of Jacksonville. Similarly, he was a mentor for Big Brothers Big Sisters of North East Florida. Nelson also served as Chair for Atlantic Circle, a group designed to connect professionals through networking events and volunteer work around the city of Jacksonville, FL.