Drew Nelson, Cfp® Email and Phone Number
Drew Nelson, Cfp® work email
- Valid
Drew Nelson, Cfp® personal email
I’m currently working as an Associate Financial Planner for a comprehensive financial planning firm, where we have a fiduciary responsibility to look at a client’s entire financial picture, analyze their specific circumstance and risk tolerance, and do what is in their best interest to help them reach their goals.When I am not immersed in the world of financial planning, I enjoy playing golf and producing music. I've played golf since I was 5 and played on scholarship in college, at both the undergrad and Masters levels. I'd like to always maintain my game and I hope to compete again in the near future. I began learning how to produce music at the start of 2019, and it's really helped me experiment with and develop my creative side, which has been very exciting to pursue.Please don't hesitate to reach out to me if you'd like to talk financial planning, golf, music, or anything else...I’m always interested in learning!
Praetorian Guard
View- Website:
- praetorianguard.biz
- Employees:
- 10
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Associate Financial PlannerPraetorian Guard Aug 2022 - PresentCarmel, California, United States
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AnalystPraetorian Guard Oct 2020 - Aug 2022Carmel, California, United States
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AnalystPraetorian Guard Aug 2020 - Sep 2020Carmel, California, United States
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Postgraduate StudentDurham University Business School Sep 2018 - Sep 2019Durham, United KingdomI obtained my postgraduate degree in Management (Finance) at Durham University's Business School and continued my passion for golf by competing for the university on scholarship. This was a 1 year program and really enjoyed my first international experience and continuing my education abroad. -
Financial AnalystCentral Coast Vna & Hospice Oct 2017 - Aug 2018Monterey, California- Directly reporting to the Financial Manager, my responsibilities included preparation of financial statements, journal entries, bank reconciliations, audit preparation and billing for the Community Services organization.- Worked closely with Accounts Payable to organize vaccine inventory, account for all cash in and out of the business, and ensure all credit card transactions were valid, recorded and paid off.- Organized and facilitated bi-monthly meetings with the Director to discuss financials, expenses and future business opportunities- Was responsible for reconciling all 50+ accounts for Community Services to expedite audits. - Conducted financial analysis of the efficiency of immunization clinic, resulting in the institution of price changes of multiple vaccines due to under-charging. -
Environmental InternOncor Electric Delivery Jun 2017 - Aug 2017Grand Prairie, Texas- Tasked with creating an Internal Control, Risk Assessment, and Compliance Program document that defines the company's strategy in those key departments- Exposure to various operations such as financial reporting, self-assessing compliance requirements, and environmental field work -
Student AthleteDominican University Of California Aug 2013 - May 2017- 3 consecutive Scholar Athlete of the Year awards for the PacWest Conference (2014-2017)- 2-time Academic All-American -
Finance InternHomer T. Hayward Lumber Co. Jun 2016 - Aug 2016Monterey, Ca- Updated financial reports daily to send out to all branch managers- Conducted market share research to better understand Hayward's position in the lumber industry- Worked closely with the President to find ways to improve efficiency in each of Hayward's branches
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Financial Analyst InternGranite Construction Jun 2015 - Aug 2015Watsonville, Ca-Worked in the Corporate Office for Financial Reporting and Financial Planning and Analysis-Prepared monthly and quarterly financial reports to send to the SEC-Analyzed budget reports/forecast predictions and helped prepare the subsequent presentations for executives-Used Microsoft Excel every day for financial reports and budget analysis reports -
Office AssistantBarowsky School Of Business Aug 2014 - May 2015
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Customer Service EmployeeCorral De Tierra Country Club Jun 2013 - Aug 2013
Drew Nelson, Cfp® Skills
Drew Nelson, Cfp® Education Details
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Management (Finance) -
Finance, General
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Robert Louis Stevenson SchoolHigh School Diploma
Frequently Asked Questions about Drew Nelson, Cfp®
What company does Drew Nelson, Cfp® work for?
Drew Nelson, Cfp® works for Praetorian Guard
What is Drew Nelson, Cfp®'s role at the current company?
Drew Nelson, Cfp®'s current role is Associate Financial Planner at Praetorian Guard.
What is Drew Nelson, Cfp®'s email address?
Drew Nelson, Cfp®'s email address is dn****@****ard.biz
What schools did Drew Nelson, Cfp® attend?
Drew Nelson, Cfp® attended Durham University, Dominican University Of California, Robert Louis Stevenson School.
What are some of Drew Nelson, Cfp®'s interests?
Drew Nelson, Cfp® has interest in Science And Technology, Children, Environment, Economic Empowerment.
What skills is Drew Nelson, Cfp® known for?
Drew Nelson, Cfp® has skills like Critical Thinking, Sports, Leadership, Teamwork, Organization, Microsoft Excel, Public Speaking, Goal Oriented, Time Management, Microsoft Word, Microsoft Office, Powerpoint.
Who are Drew Nelson, Cfp®'s colleagues?
Drew Nelson, Cfp®'s colleagues are Marcelo Clark Copia, Jackson Sendell, Joe Clark, Cfp®, Marc Wehmeyer, Cfp®, Dick Hewitt, Bianca Maria, Timoi Phillips.
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