Edward Nelson, MBA in

Edward Nelson, MBA

Examiner · DISC type cs
Managing Partner at American Heritage Financial, LLC
📍 Cantonment, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
38 Years
Current Role
Managing Partner
Location
Cantonment, Florida, United States
Personality Overview

How Edward shows up

Status Quo Seeker
Tough To Convince
Late Adopter

They are thorough and always follow a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Edward cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

7-2018
Managing Partner
American Heritage Financial, LLC
2-2013 - 7-2018
Managing Director
Mercury Alternatives Group LLC
9-2009 - 11-2012
Financial Advisor
Merrill Lynch
9-2008 - 12-2009
Managing Director
M3 Money Management
2007 - 2008
Vice President
Osprey Partners Investment Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1994 - 1996
Master of Business Administration (MBA)
Pace University - Lubin School of Business
1992 - 1994
Business Administration and Management
Columbia University
Bachelors
Brooklyn College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Edward. Free, 10 seconds.