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Kimberly Nelson, CFA ®, is an experienced financial advisor currently working at Coastal Bridge Advisors since September 2016. Prior roles include Investment Associate at UBS from May 2011 to September 2016, Senior Financial Associate at Oppenheimer & Co. from December 2005 to May 2011, Financial Advisor at Morgan Stanley from November 2004 to December 2005, and Trading Associate at Sherwood in 2004. Kimberly holds a Bachelor of Science degree in Business Finance from the University of Colorado Boulder, earned from 2000 to 2004, and graduated from D'Evelyn High School in 2000.