Anna Nelson Email & Phone Number
Founder @ Mosaic Financial
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Anna Nelson Location
- Sacramento, CA, US
Anna Nelson Work
- 2021 -now Founder @
- 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 @
- 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
- Banking
- Estate Planning
- Tax Preparation
- Inheritance Tax Planning
- Estate Tax Planning
- Personal Tax Planning
- Financial Guidance
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 on RocketReach.
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Others Named Anna Nelson
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Anna Nelson
Founder
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Top Mosaic Financial Employees
Anna Nelson
Founder
Sacramento, CA, US
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