Shaquana Nelson Email & Phone Number

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.

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.

• 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

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.

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

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

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

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

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 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

• 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

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.

Financial Planning Diploma

Master Of Science - Ms, Finance And Financial Management Services

Activities and Societies: * President of the Graduate Program at the Bacrelona Campus *Graduation Keynote Speaker

Bachelor Of Arts, Mathematics

Activities and Societies: President of Caribbean Student Association Treasurer of Black Student Union Dean's List 2013

Bachelor Of Arts - Ba, Economics

Thesis Topic: Gender, Globalization and Islam- How Globalization altered the significance of the veil in Turkey. This included 24 pages.

Economics

Activities and Societies: Study abroad

College Courses

National Social Science Intel Competitor- Behavioral Science Research Topic: the Self-Perceptions of African American Women. Collected 500.