Shaquana Nelson

Shaquana Nelson Email and Phone Number

Assisting with Financial Planning and Wealth Management in an effort to break generational poverty. @ Traditions Wealth & Legacy Planning
Shaquana Nelson's Location
New York City Metropolitan Area, United States
Shaquana Nelson's Contact Details

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Shaquana Nelson personal email

n/a

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About Shaquana Nelson

Over 7 years of remote expertise as a Business Analyst and Project Management professional. It has allowed me to travel to 47+ countries, gaining insight, international knowledge, and real-world experience about people and their relationship to money. My experience is unique as I’ve worked remotely before it was accepted as the way of life. I am passionate about diversity, economic liberation, and civil rights. I was allowed to study abroad during my undergrad in Argentina, and I later received my master’s in Financial Management from United International Business School, based in Geneva, Switzerland. As the past President of the Barcelona campus, I understood and appreciated dissimilarities that I would have never been exposed to without this culturally diverse and globally focused educational experience. I’m committed to students in the NYC public schools as financial literacy educators teaching budgeting, investments, saving, banking, and creating SMART goals. Currently, I am studying at NYU. My dream is to eventually start my own International Financial Planning firm connecting and building wealthy client relationships through crossing cultural borders and languages. The Global Pandemic of 2020 has taught many people that they are entirely unprepared for the unexpected, and I am ready for what the world has to offer me. I am currently searching for potential opportunities that allow me Hands-on experience in doing cross-border planning assistance. Let’s create financial synergy together!Specialties: Business Development, Diversity Consulting, Intercultural Communication, Public Speaking, Leadership, International, Financial Literacy, Customer Service, Travel, Financial Management, Economics, Mathematics, Taxation, Section 3 Compliance, HUD Training, MWBE ComplanceFEMA, Inclusion, Personal Finance, Excel, Salesforce, Compliance Monitoring, Project Management,

Shaquana Nelson's Current Company Details
Traditions Wealth & Legacy Planning

Traditions Wealth & Legacy Planning

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Assisting with Financial Planning and Wealth Management in an effort to break generational poverty.
Shaquana Nelson Work Experience Details
  • Traditions Wealth & Legacy Planning
    Director Of Client Relations
    Traditions Wealth & Legacy Planning May 2022 - Present
    Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Mpact Strategic Consulting Llc
    Business Compliance Manager
    Mpact Strategic Consulting Llc Sep 2015 - Present
    Greater New York City Area
    Ms. Nelson is engaging and passionate about diversity, economic liberation, and civil rights. She possesses over six years of experience as a Business Analyst and project management professional. Her scope of work has often included supervising high volumes of documentations involving Section 3, M/WBE and Fair Housing. Experience also comprises of marketing, community outreach, and business development. She is both knowledgeable in the public and private sector in Disaster Recovery and is also prepared to offer technical assistance and oversight in documentation management. She is an effective communicator, detail-oriented and holds fantastic training support and presentation skills. Overall, Ms. Nelson is always looking for an opportunity to promote diversity and inclusion across media platforms within young professional environments.
  • Great Hill Advisory
    Associate, Financial Planner
    Great Hill Advisory Aug 2020 - May 2021
    • Onboarding new clients; gathering documents, building out Emoney webpages, and creating action items.• Reviewing client 401k investment options and recommending rebalances.• Producing reports for client interactions, some of which include: Spending, Investment, and Net worth reports.• Ensuring current recommended investment allocations are up to date and portfolios are balanced within the firm's guidelines. • Open new accounts at Schwab and Betterment, facilitate account rollovers and transfers to clients bank accounts
  • Aimcdonnaugh&Co.Inc.
    Associate Financial Planner
    Aimcdonnaugh&Co.Inc. Feb 2018 - Oct 2019
    New York City Metropolitan Area
     Assisted with account reviews and preparation for tax planning and investment planning Provided financial information to clients during monthly interviews related to their tax liabilities, total annual income, debt ratio, monthly expenses, and investment portfolio  Created personal finance plans, which include credit repair, budgetary, savings, and investment decisions based on the client’s financial history.
  • Brunch & Budget
    Associate Financial Planner
    Brunch & Budget May 2018 - Jun 2018
    New York City Metropolitan Area
     Completed 12-month cash flows and monthly bills budget each month for individuals, small business and families as assigned Input data to present a debt paydown plan for clients who hold consumer debt and keep client data updated in financial portals/CRM. Managed account aggregation issues/tickets in the financial planning software (Emoney) Assisted in operations/data-driven projects and Research complex financial planning situations Developed templates and checklists in order for the firm to better present financial planning information to the client
  • Neo-Empowerment Resource Center
    Grants Coordinator
    Neo-Empowerment Resource Center Jun 2014 - Jan 2018
    Brooklyn, New York
    •Serves as a liaison between investigators and granting agencies; Assist with financial budgeting and preparing of grant proposals; researches agency and compiles and prepares comprehensive budget justifications for investigators•Monitors and coordinates the administration of post-award grants to ensure that budgeting, financial and administrative policies, procedures, and agency requirements are being followed •Plan community outreach programs and provide resources for low-income families in the community district•Advises and/or assists as appropriate in the design, formatting and preparation of grant documentation, to include creation of computerized statistical summaries and/or graphics; develop program development initiatives for youth, and scouting for volunteers and new employees
  • Americord Registry
    Business Development Associate
    Americord Registry Sep 2013 - Oct 2014
    Greater New York City Area
    To COMPLETE my goals I tracked communication efforts with current and potential clients in Salesforce, Called 100 new lead a week Manage the logistics of each client’s procedures such as sending out collection kits, Communicating with parents in labor, verifying blood benchmark and volume count, and safe arrival of product to the laboratory.-As a RESULT, I got to be a part of an amazing research team in which we discovered a new extraction process to collect up to twice as many stem cells compared to a traditional cord blood sample. In addition to traveling to conferences to promote cord blood banking and increase company visibility in the industry
  • Professional Group Plans
    Insurance Sales Representative -Intern
    Professional Group Plans May 2010 - May 2013
    Greater New York City Area
    • Created accurate, comprehensive quotes and proposals for health insurance plans for brokers• Completed daily service calls by answering general and technical questions about products, enrolling members, and terminating employee benefit contracts.• Attended carrier workshops and corporate meetings focused on team-orientation, multitasking, continuous learning and professional development
  • The Argentina Independent
    Marketing And Events Intern
    The Argentina Independent Aug 2012 - Nov 2012
    Buenos Aires, Argentina
    • Established and develop business relationships with Study Abroad and International Embassies• Organized spreadsheets with event members and correspond with potential sponsors• Created weekly newsletters with Adobe illustrator and update social media networks with upcoming events, and local and international news, such as Twitter and Facebook
  • Rollins College
    Student Office Assistant Personal
    Rollins College May 2010 - May 2012
    Rollins College Office Of Multicultural Affairs
    Team liaison for the Lucy Cross Center For Women that aims to promote diversity and inclusion. Facilitate weekly Drop in Discussions on controversial issues such as abortion, religion, and depression. Collaborate with other organizations to provide educational programming.Currently mentor youth from Hope Community Center, Apopka, and Wekiva High School every Friday.
  • Rollins College
    Resident Assistant
    Rollins College Aug 2010 - May 2011
    Rollins College
    • Conduct meetings with a group for 40 residents to ensure safety check-ins, provide rules, and regulations and provide updates on building activities• Create monthly door tags, complete school violation reports, and plan programs for residents• Model appropriate attitude and ethics as a role model
  • Thomas P. Johnson Student Resource Center
    Math Tutor
    Thomas P. Johnson Student Resource Center Aug 2009 - May 2012
    Tutor Math, English, science, and History at the Winter Park H. S Ninth Grade Center once a week.Provide students with studying tips and a full review of each meeting so they can review.

Shaquana Nelson Skills

Leadership Public Speaking Social Media Powerpoint Event Planning Management Customer Service Marketing Microsoft Excel Research Community Outreach Teamwork Social Networking Personal Finance International Business Finance Financial Planning Blogging Investment Project Management Bugeting

Shaquana Nelson Education Details

Frequently Asked Questions about Shaquana Nelson

What company does Shaquana Nelson work for?

Shaquana Nelson works for Traditions Wealth & Legacy Planning

What is Shaquana Nelson's role at the current company?

Shaquana Nelson's current role is Assisting with Financial Planning and Wealth Management in an effort to break generational poverty..

What is Shaquana Nelson's email address?

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What is Shaquana Nelson's direct phone number?

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What schools did Shaquana Nelson attend?

Shaquana Nelson attended Nyu School Of Professional Studies, United International Business Schools, Rollins College, Rollins College, Universidad De Belgrano, Kingsborough Community College.

What skills is Shaquana Nelson known for?

Shaquana Nelson has skills like Leadership, Public Speaking, Social Media, Powerpoint, Event Planning, Management, Customer Service, Marketing, Microsoft Excel, Research, Community Outreach, Teamwork.

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