Kristin Nelson

Head of Private Business Owner Solutions

Kristin Nelson 

With over 20 years in the financial industry, Kristin Nelson brings extensive expertise to helping private business owners and corporate executives in all aspects of their financial planning.

Before joining Bank of the West Wealth Management, Kristin was Managing Director at Deutsche Bank in New York and San Francisco. She has also served as Senior Vice President at Bank of America in Los Angeles, and Senior Wealth Director for BNY Mellon in Newport Beach.

Kristin holds Series 7, 63, and 65 Securities Licenses, and a California State Life, Health and Disability Insurance License. She studied economics at the Claremont Colleges in Los Angeles, and at Zurich University in Switzerland.

As the Head of Private Business Owner Solutions for Family Wealth Advisors, Kristin has tailored a specialized offering to meet the unique needs of today's private business owners — helping them address issues such as cash flow challenges, protection issues, as well as retirement, and pre- and post-succession planning. 

Kristin is also responsible for developing the overall sales strategy and training for Private Business Owner Solutions, and managing the Wealth Management relationship with the Commercial Banking Group and the Small Medium Enterprise Group.

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