Steaphan Nolan
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Steaphan Nolan Email & Phone Number

Rising Senior at Towson University studying Business Administration with a concentration in Entrepreneurship at Heritage Financial Consultants LLC
Location: Towson, Maryland, United States 5 work roles 1 school
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Role
Rising Senior at Towson University studying Business Administration with a concentration in Entrepreneurship
Location
Towson, Maryland, United States
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Who is Steaphan Nolan? Overview

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Steaphan Nolan is listed as Rising Senior at Towson University studying Business Administration with a concentration in Entrepreneurship at Heritage Financial Consultants LLC, a with 60 employees, based in Towson, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Steaphan Nolan.

Steaphan Nolan previously worked as Planner Assistant at Heritage Financial Consultants Llc and Outdoor Golf Services at Elkridge Club. Steaphan Nolan holds Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies, Senior from Towson University.

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Heritage Financial Consultants LLC

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About Steaphan Nolan

Steaphan Nolan is a final year student at Towson University, pursuing a major in Business Administration with a concentration in Entrepreneurship. His academic focus has been on developing a well rounded understanding of business and innovation.Currently interning at a financial planning firm, Steaphan is gaining valuable experience by shadowing lead financial advisors. This role has deepened his understanding of financial reports, client relationships, and various aspects of financial planning.Beyond his academic and internship experiences, Steaphan has worked in various customer service and team leader roles. Positions held as a counselor and in various restaurants have developed strong communication skills, effective multitasking, and a commitment to delivering excellent service. These roles highlight the importance of teamwork, adaptability, and maintaining a positive client experience.Passionate about finance and equipped with hands on experience in client relationships and financial planning, Steaphan is eager to connect with professionals in the industry and further his career.

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Steaphan Nolan's current company

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Heritage Financial Consultants LLC
Heritage Financial Consultants Llc
Rising Senior at Towson University studying Business Administration with a concentration in Entrepreneurship
hunt valley, maryland, united states
Employees
60
AeroLeads page
5 roles

Steaphan Nolan work experience

A career timeline built from the work history available for this profile.

Planner Assistant

Current

Hunt Valley, Maryland, United States

Client Relationships:Building and maintaining strong relationships with clients, ensuring their financial needs and goals are met with personalized attention.Retirement Planning:Gaining expertise in understanding and managing financial annuities and retirement accounts to provide comprehensive retirement planning solutions.Client Reviews:Assisting in the preparation and analysis of financial reports, pulling reviews to offer clients detailed insights and effective financial strategies.Excel Proficiency:Utilizing Excel for data analysis, report generation, and financial modeling to support the advisory team and enhance client presentations.

May 2024 - Present

Outdoor Golf Services

Current

Baltimore, Maryland, United States

Member Services:Providing exceptional service by assisting members with their bags, ensuring a seamless and enjoyable experience from arrival to departure.Communication:Maintaining clear and professional communication with members to address their needs and enhance their overall experience at the club.Cart Management:Overseeing the organization and maintenance of golf carts, ensuring they are clean, charged, and ready for use by members and guests.

Apr 2024 - Present

Jays Valet Service

Current

Baltimore, Maryland, United States

Customer Interaction:Providing friendly and courteous service to guests, assisting with their needs, and ensuring a positive first and last impression.Organization:Maintaining an organized and secure parking area, keeping track of keys and vehicle locations to ensure smooth operations.Communication:Effectively communicating with guests and team members to coordinate vehicle retrievals and address any special requests or concerns.

Jan 2024 - Present

Treasuer

Current

Towson University

Financial Management:Overseeing the fraternity’s finances, including budgeting, expense tracking, and financial planning to ensure fiscal responsibility and sustainability.Record Keeping:Maintaining accurate financial records and reports, ensuring transparency and compliance with organizational policies and procedures.Dues Collection:Managing the collection of member dues and fees, ensuring timely payments and addressing any financial concerns from members.Budget Allocation:Collaborating with fraternity leadership to allocate funds for events, activities, and operational needs, ensuring resources are used effectively.Financial Reporting:Preparing regular financial reports for fraternity meetings, providing clear insights into the financial health and status of the organization.

Dec 2023 - Present

Counselor

Silver Spring, Maryland, United States

Camper Supervision:Responsible for the safety and well-being of campers, ensuring a fun and supportive environment.Activity Planning:Designing and leading engaging activities and programs, including sports, arts and crafts, and team-building exercises.Mentorship:Providing guidance and support to campers, fostering personal growth, confidence, and positive relationships.Conflict Resolution:Handling conflicts and challenges among campers with patience and understanding, promoting a harmonious camp atmosphere.Communication:Maintaining open and effective communication with campers, parents, and fellow staff to ensure a seamless camp experience.

Jun 2017 - Apr 2024
Team & coworkers

Colleagues at Heritage Financial Consultants LLC

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1 education record

Steaphan Nolan education

FAQ

Frequently asked questions about Steaphan Nolan

Quick answers generated from the profile data available on this page.

What company does Steaphan Nolan work for?

Steaphan Nolan works for Heritage Financial Consultants LLC.

What is Steaphan Nolan's role at Heritage Financial Consultants LLC?

Steaphan Nolan is listed as Rising Senior at Towson University studying Business Administration with a concentration in Entrepreneurship at Heritage Financial Consultants LLC.

Where is Steaphan Nolan based?

Steaphan Nolan is based in Towson, Maryland, United States while working with Heritage Financial Consultants LLC.

What companies has Steaphan Nolan worked for?

Steaphan Nolan has worked for Heritage Financial Consultants Llc, Elkridge Club, Jay'S Valet, Theta Chi Fraternity, and Kids After Hours Inc.

Who are Steaphan Nolan's colleagues at Heritage Financial Consultants LLC?

Steaphan Nolan's colleagues at Heritage Financial Consultants LLC include Ross Eagles, Cfp®, Joseph Dankowski, Mba, Cfp®, Kathy Armstrong, Mba, Cfp®, Brian Horn, and Chase Horn.

How can I contact Steaphan Nolan?

You can use AeroLeads to view verified contact signals for Steaphan Nolan at Heritage Financial Consultants LLC, including work email, phone, and LinkedIn data when available.

What schools did Steaphan Nolan attend?

Steaphan Nolan holds Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies, Senior from Towson University.

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