Nakia Sangria Franklin, Mba

Nakia Sangria Franklin, Mba Email and Phone Number

Registered Sales Assistant / Budget Counselor / Workshop Presenter / Tax Preparer @ Nova Wealth
Nakia Sangria Franklin, Mba's Location
Buffalo-Niagara Falls Area, United States
Nakia Sangria Franklin, Mba's Contact Details

Nakia Sangria Franklin, Mba work email

Nakia Sangria Franklin, Mba personal email

n/a
About Nakia Sangria Franklin, Mba

Licensed financial services representative, experience with retirement, estate and investment planning. Experienced Tax preparer with a demonstrated history of working in the accounting industry. Skilled in Nonprofit Organizations, Microsoft Office, and Strategic Planning. Community workshop presenter and individual budget counselor

Nakia Sangria Franklin, Mba's Current Company Details
Nova Wealth

Nova Wealth

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Registered Sales Assistant / Budget Counselor / Workshop Presenter / Tax Preparer
Nakia Sangria Franklin, Mba Work Experience Details
  • Nova Wealth
    Licensed Marketing And Communications Coordinator
    Nova Wealth Oct 2024 - Present
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  • Cetera Financial Group
    Registered Sales Assistant
    Cetera Financial Group Jun 2019 - Oct 2024
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  • Foresters Financial Services
    Registered Sales Assistant
    Foresters Financial Services Feb 2018 - Jun 2019
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  • M.N.D. Accounting
    Budget Counselor / Tax Preparer
    M.N.D. Accounting 2015 - Feb 2018
    Buffalo/Niagara, New York Area
    Electronically prepares individual & small business tax returns for local & national clients, advising clients on best practices for their individual tax status to maximize their situation. • Guiding clients through the process of personal financial management through bi-weekly or monthly coaching calls. Budget workshop facilitator.
  • Hsbc Securities
    Middle Office Specialist
    Hsbc Securities 2012 - 2017
    Buffalo/Niagara, New York Area
    • Financial Services customer service in a call center environment. Executing equity and mutual fund trades both foreign and domestic as well as foreign currency exchanges. • Assisting customers with account inquiries and resolutions as well as providing support to branch employees and financial advisors.
  • Massmutual Financial Group
    Registered Representative
    Massmutual Financial Group 2009 - 2012
    Buffalo/Niagara, New York Area
    • Supported a team of Financial Advisors with over 450 clients with $20 million in assets. Taught seminars for clients & prospects, conceptualizing effective solutions. • Created illustrations, investment portfolios & financial reports. • Reviewed applications and completed follow up to ensure accuracy and timely issuance of contracts.
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Nakia Sangria Franklin, Mba Skills

Microsoft Office Training Leadership Customer Service Public Speaking Microsoft Excel Teaching Microsoft Word Strategic Planning Social Media Nonprofits Community Outreach

Nakia Sangria Franklin, Mba Education Details

Frequently Asked Questions about Nakia Sangria Franklin, Mba

What company does Nakia Sangria Franklin, Mba work for?

Nakia Sangria Franklin, Mba works for Nova Wealth

What is Nakia Sangria Franklin, Mba's role at the current company?

Nakia Sangria Franklin, Mba's current role is Registered Sales Assistant / Budget Counselor / Workshop Presenter / Tax Preparer.

What is Nakia Sangria Franklin, Mba's email address?

Nakia Sangria Franklin, Mba's email address is na****@****era.com

What schools did Nakia Sangria Franklin, Mba attend?

Nakia Sangria Franklin, Mba attended Medaille College, Morgan State University.

What skills is Nakia Sangria Franklin, Mba known for?

Nakia Sangria Franklin, Mba has skills like Microsoft Office, Training, Leadership, Customer Service, Public Speaking, Microsoft Excel, Teaching, Microsoft Word, Strategic Planning, Social Media, Nonprofits, Community Outreach.

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