Maya Nelson Email and Phone Number
I am a Junior financial planning major at Minnesota State University, Mankato. I am a Chairperson for MNSU's Student Executive Team, Treasurer and Co-Founder of the Women in Business club, a member of the Financial Planning Club, and an Ambassador for the Women's Leadership Alliance. My goal is to become a certified financial planner upon graduation. I am a motivated individual excited to learn and take on new opportunities.Financial Planning is a career that enables me to assist others in reaching their financial goals and make a substantial impact on their financial situation. I enjoy meeting new people and developing professional relationships. I am passionate about learning the financial planning process and acquiring knowledge that will allow me to make strong investment choices for individuals and businesses.
Edward Jones
View- Website:
- edwardjones.com
- Employees:
- 35357
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On-Call Branch Office AdministratorEdward Jones May 2023 - Present• Supported the Financial Advisor by assessing clients' immediate service needs when the Financial Advisor was out of the office and ensured the client's requests were completed on time.• Developed meaningful relationships with clients as I prepared them for upcoming appointments and gathered the information needed to strengthen the client's portfolio.• Delivered exceptional personalized service by actively listening to clients’ situations and collaborating with the Financial Advisor to address their needs, inquiries, and concerns. • Worked in 6 different offices within the first 2 months of being fully trained and sought feedback to ensure I performed sufficient work within their office.
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Integrated Business Experience (Ibe) AdvisorCollege Of Business- Minnesota State University, Mankato Aug 2024 - Present -
Student Executive Team MemberCollege Of Business- Minnesota State University, Mankato Jan 2024 - PresentMankato, Minnesota, United StatesStudent Executive Team is a group of highly driven student leaders who collaborate to make improvements to the College of Business.Activities Include:• Weekly meetings with all team members that involve brainstorming ideas to better engage students' involvement on campus and enhance their educational experience at MSU.• Organize events with surrounding high schools that allow us to educate high school students on the many different career paths within the business industry. • Arrange opportunities for college students to further develop their personal and professional skills by organizing events such as our Leadership Summit.
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Finserv FellowFinserv Foundation Aug 2024 - Present -
Member AdvisorSouthpoint Financial Credit Union Jan 2021 - Jun 2023North Mankato, Minnesota, United States• Analyzed member accounts and proposed tailored financial products, ensuring optimal benefits for the members' financial well-being.• Resolved member issues, questions, and concerns, and assisted members in opening new accounts, performed account transactions, issued instant debit cards, referred members to different products, and online banking.• Took initiative to acquire advanced training to improve skills and to better assist our members. • Trusted by the service manager to train a new Student Member Advisor after only 1 year of work.
Maya Nelson Education Details
Frequently Asked Questions about Maya Nelson
What company does Maya Nelson work for?
Maya Nelson works for Edward Jones
What is Maya Nelson's role at the current company?
Maya Nelson's current role is Junior Financial Planning student at Minnesota State University and FinServ Foundation Fellow..
What schools did Maya Nelson attend?
Maya Nelson attended Minnesota State University, Mankato.
Who are Maya Nelson's colleagues?
Maya Nelson's colleagues are Jacqueline (Jackie) King, Fay Sumner, Jarome Milner, Stephen Fischer, Casey Staggs, Aprp, Lisa Taylor, Crpc®, Scott Hoagburg.
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Maya Nelson
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