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
- 2004 - 2005 Assistant Branch Manager @ Wells Fargo (Wachovia)
- 2004 - 2004 Management Intern @ Hyatt Deerfield
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
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 has 1 emails and 1 mobile phone numbers on RocketReach.
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