Anna Nelson Email & Phone Number

Founder @ Mosaic Financial

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Anna Nelson Location

Sacramento, CA, US

Anna Nelson Work

2021 - now Founder @ Mosaic Financial
2019 - now Enrolled Agent and Financial Advisor @ Ely Prudent Portfolios, LLC
2006 - now Financial Advisor and Planned Giving Specialist @ Ely Prudent Portfolios, LLC

2009 - 2010 Junior Financial Advisor @ Financial Services Company
View Department
2004 - 2005 Assistant Branch Manager @ Wells Fargo (Wachovia)
2004 - 2004 Management Intern @ Hyatt Deerfield

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Anna Nelson Education

American Institute for Philanthropic Studies
Certified Specialist in Planned Giving (Planned Giving)
2010 - 2010
California State University, Chico
Bachelors of Science (Recreation Administration)
1999 - 2004

Anna Nelson Skills

Personal Financial Planning
Planned Giving
Non-profit Program Development

Nonprofits
Management
Finance
Risk Management
Marketing
Investments
Customer Service

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Anna Nelson Summary

Anna Nelson, based in Sacramento, CA, US, is currently a Founder at Mosaic Financial. Anna Nelson brings experience from previous roles at Ely Prudent Portfolios, LLC, Ameriprise Financial Services, Inc. and Wells Fargo (Wachovia). Anna Nelson holds a 2010 - 2010 Certified Specialist in Planned Giving in Planned Giving @ American Institute for Philanthropic Studies. With a robust skill set that includes Personal Financial Planning, Planned Giving, Non-profit Program Development, Nonprofits, Management and more.

Anna Nelson Phone Numbers

Found 1 phone numbers

510589XXXX

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