Rebecca Nelson is a Managing Director and the Chicago office practice leader for the Valuation Advisory Services segment of Duff & Phelps. She is part of the Financial Services industry practice and leads the Insurance Services sector. She has 15 years of financial advisory experience assisting clients with financial and strategic planning; tax, audit and litigation support; transaction analysis, and fresh start accounting.
Rebecca’s areas of expertise include the valuation of businesses, intangible assets, and financial assets and liabilities in the financial services industry. She has managed or participated in hundreds of advisory engagements that have included the valuation of common and preferred stock; debt securities; loan portfolios; derivative securities; indemnities and guarantees; contingent assets and liabilities; deferred revenue liabilities; accounts receivables and credit card receivables; and intangible assets, among others. She has experience in the valuation of the following intangible assets; in-force insurance contracts; distribution networks; insurance licenses; advisory contracts; brokerage networks; technology; customer relationships; core deposit intangibles; mortgage servicing rights; credit card co-brand contract rights, non-competition agreements, and intellectual property.
Rebecca joined Duff & Phelps in conjunction with the merger of Standard & Poor’s Corporate Value Consulting (CVC) with Duff & Phelps. Prior to the merger, Rebecca was a manager at Pricewaterhouse Coopers Financial Advisory Services and a senior associate at Arthur Andersen in their central region consulting offices.
Rebecca holds an M.B.A. in finance, accounting and international business from the University of Chicago and her B.S. in finance from the University of Illinois at Urbana-Champaign. She holds the Chartered Financial Analyst (CFA) designation and is an Accredited Senior Appraiser (A.S.A.). She is a member of the CFA Institute, Investment Analyst Society of Chicago, Business Valuation Association, and the American Society of Appraisers.