PAUL LEJEUNE NELSON
Registered Investment Advisor | Treasury Management Consultant
Nelson & Associates specializes in Treasury Management Consulting and Investment Advisory Services for corporations and consumers. Paul has more than 37 years of experience in the Financial Services Industry. Prior to forming his own company in January 1990, he was an Assistant Vice President of the Treasury Management Division of Wells Fargo & Company, formerly Norwest Banks, for 11 years. Prior to working in the Treasury Management Division he spent more than 3 years as a secured industrial loan officer. He has the experience and expertise needed to provide comprehensive, global, cash management and investment services for corporations and consumers. Paul has a B.A. in History from Bemidji State University, a M.S. in Management Information Systems from the University of Minnesota and attended William Mitchell College of Law.
Our Treasury Management Consulting and Auditing Services consist of analyzing and designing collection, disbursement, and control systems and methodologies, which are tied to investments and repayment of lines of credit. Paul is also a member of the Association for Financial Professionals (AFP), formerly the Treasury Management Association (TMA), and the Minnesota Association for Financial Professionals (MNAFP).
Our Investment Advisory Services consist of portfolio analysis, design and management for long and short-term qualified and non-qualified portfolios. Nelson & Associates uses Portfolio Stress Diversification, Asset Allocation, Risk Controls and Investment Risk Management, a proprietary process designed to analyze Global Economic Environments and project economic trends on a global basis.
Paul is the Principal of Paul Lejeune Nelson, Inc., a Registered Investment Advisor Company, dba Nelson & Associates, registered by the Minnesota Department of Commerce; this allows him to provide investment advice and management regarding any type of security admitted into the United States.
Paul also specializes in Investment Asset Recovery Services in association with law firms and Federal and State Governmental Agencies against the Financial Services Industry for defrauding consumers. Paul is also a 32 degree Mason and a member of the Zurah Shrine, Scottish Rite of Freemasonry and Lake Harriet Lodge Number 277 in Minneapolis, Minnesota. Paul has been a member of the American Legion Post 435 for over 13 years.
PATRICIA A. FREDERICKSON
Chief Financial Officer & Treasury Management Consultant
Patricia has been an Accountant for more than 30 years. She graduated with a business and finance degree from the University of Texas. Prior to joining Nelson & Associates she spent 5 years as Finance Director of a local non-profit social service agency and 10 years as Accounting Director of the Guthrie Theater.
In addition she has worked as the Manager of Cash Management for National Car Rental, an Accountant for a large property casualty excess and surplus lines insurance broker, an Accountant for a commercial real estate investment partnership, and an Accountant for a mid-size manufacturing company.
Patricia has also worked extensively with the FBI in the investigation and prosecution of financial fraud. She is a member of the Minnesota Association of Financial Professionals and the Minnesota Society of CPA's.
Nelson & Associates
601 Carlson Parkway, Suite 1050
Minnetonka, Minnesota 55305-5219
Office Telephone: (952) 449-5170
Office Fax: (952) 449-5197
E-Mail: paul.nelson@nelsonandassociates.biz