Allison Fay Nelson

Current Employers

Employment History

• 08/2011 → Present
  Rbc Capital Markets Llc
  Wayzata, MN

Other Businesses

1) NAME OF ENTITY: St. Bartholomew Catholic Church & School ADDRESS: 630 E Wayzata Blvd, Wayzata, MN, 55391 INVESTMENT/NOT INVESTMENT RELATED: Yes - The endowment committee's primary responsibility is to authorize up to 4% disbursements to the finance committee when requested, which can be utilized to fund education-related expenses. Endowment members are entrusted with the task of providing constructive feedback and guidance to the committee, ensuring that the funds are managed prudently and effectively. This involves selecting specific investment funds with the expert advice and opinion of our broker at UBS. BUSINESS DESCRIPTION: Religious Institution START DATE: 01/03/2025 CAPACITY: My children attend school at St. Bart's in Wayzata. I've been asked to volunteer as a member of the Endowment Fund (see description above). DUTIES: I have been asked to serve as a member of the Endowment Fund with St. Bartholomew Catholic Church & School, where my children attend school. Members of the Endowment Fund meet once a quarter to review how the Fund is invested & managed, and we also review & authorize the distribution of assets when requested for education-related expenses by the school. HOURS DEVOTED PER MONTH: ??? HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: Less than 10% (2) NAME OF ENTITY: St. Bartholomew Catholic Church & School ADDRESS: 630 Wayzata Blvd E, Wayzata, Minnesota, 55391 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Religious Institution START DATE: 17/05/2025 CAPACITY: Choir Substitute (Paid) DUTIES: Occasional substitute for the choir during Mass services. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours

Exams

• S66 Uniform Combined State Law Examination
  2012-03-09

Other Names

• Allison Fay Wells
• Allison Fay Wells