Judy Nelson has over 30 years of financial services and industry experience with a focused concentration on Brokerage, Banking , Retirement and Insurance. Judy provides clients with enhanced business processes, outstanding client experiences and technology solutions to deliver optimal organizational efficiencies resulting in cost savings and profitability.


Brokerage, Banking, Insurance, Retirement Strategy and Operations, Client Experience, CRM, Technology (large /small scale initiatives), Human Resources, Organizational Efficiency and Optimization

Relevant Experience

  • As a consultant, Judy has created, designed and implemented organizational strategies which resulted in new business support models and increased revenue streams
  • Prior to consulting, Judy was responsible for creating Merrill Lynch’s global service infrastructure for retirement, retail private clients, wealth management and affluent clients. Under Judy’s direction, Merrill Lynch was awarded the J.D. Power award (4 years) for outstanding client and participant service delivery
  • Judy was the architect of the ML Online Platform for participant and client trading, service delivery, client communication and e-delivery strategy
  • Earlier in her career, Judy was responsible for managing ML Mutual Fund Operations, providing support to domestic and international funds, proprietary and non proprietary funds and internal transfer agency
  • Facilitated the Morgan Stanley and Smith Barney merger, creating the blueprint for future state service / operations infrastructure
  • Designed alternative channels of distribution for investing and retirement at PNC Investments. Implemented cross-sell initiatives to support multiple channels of distribution

Prior Positions Held

  • Managing Director, Retail Private Client – Merrill Lynch Retail Private Client Services – Corporate and Institutional, High Net Worth, Wealth Management and Affluent Services
  • President, J.E. Nelson Financial Services Consulting –Lincoln Financial
  • Managing Director, Oculus Solutions- PNC Investments
  • Managing Director, Acumen Solutions – Morgan Stanley
  • First Vice President, Mutual Fund Operations – Merrill Lynch