Charles Nelson

Charles Nelson is an experienced finance and accounting professional with a strong background in treasury operations and liquidity management. Currently serving as a Treasury Associate at Colmore since May 2020, Charles manages liquidity and cash projections for multiple client accounts and oversees payment processing for various mandates. Prior experience includes roles at MUFG Capital Analytics as an Operations Accountant, where Charles facilitated capital transactions and prepared cash projection reports, and at BNY Mellon as a Trust Associate, focusing on bond model maintenance and trust administration. Extensive earlier experience at JPMorgan Chase & Co. included managing global corporate actions and client queries, while a significant tenure at Bank of America Merrill Lynch involved supervising fund accountants and ensuring quality control during substantial asset transitions. Charles holds a Bachelor of Science in Business Administration with a focus on Finance and Accounting from the Naveen Jindal School of Management at UT Dallas.