Sherland Kellman

Financial Advisor/Registered Principal at C.L.A.S.S.
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Contact Information
us****@****om
(386) 825-5501
Location
Bronx, New York, United States, US
Languages
  • English -

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5.0

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Maria Figuieredo-Viruet

Sherland is one of the most helpful and kind colleagues I’ve ever had. From my first day to his last with Acacia Network he made sure that I had proper training, support, and assistance. Through Sherland I learned and perfected many of my skills, such as time management, I-9 processing, on boarding, DOE fingerprinting, and HRSI management as well as maintenance. He is definitely a valuable asset to any company, and if given the chance, I’d definitely work with him again.

W. Kiki H.

I worked with Sherland to implement PeopleDoc’s Onboarding & Document Management Solution. Sherland, along with 1 other colleague were tasked as being the Project Managers for Acacia Network. Some of the items they were responsible for while working with me included project conception & initiation, project launch, internal communications, & coordinating their internal team to hit milestones. Sherland learned the software very quickly, and became a subject matter expert faster than any other client I have had. He was always knowledgeable about his field and the vision of the project. I recommend his skills for being focused on Employee Relations & driving HR Organizational Change. It was a pleasure working with Sherland and I look forward to the opportunity to work with him again.

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Credentials

  • Series 65: Uniform Investment Adviser Law
    FINRA
    May, 2023
    - Nov, 2024
  • Series 26: Investment Company and Variable Contracts Products Principal
    FINRA
    Apr, 2021
    - Nov, 2024
  • Life Insurance Agent
    National Association of Insurance Commissioners (NAIC)
  • Series 63: Uniform Securities Agent State Law
    FINRA
  • Series 6: Investment Company and Variable Contracts Products Representative
    FINRA

Experience

    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor/Registered Principal
      • Aug 2019 - Present

      Licensed Financial Coach - New York, New Jersey, Pennsylvania, Louisiana, North Carolina, Georgia, and Virginia Helping families earn more income and become properly protected, debt free, and financially independent. Licensed Financial Coach - New York, New Jersey, Pennsylvania, Louisiana, North Carolina, Georgia, and Virginia Helping families earn more income and become properly protected, debt free, and financially independent.

    • United States
    • Banking
    • 100 - 200 Employee
    • Associate/HR Generalist
      • Jun 2018 - Jan 2022

      • Streamlined annual evaluations by identifying performance appraisal vendor - PerformYard • Increased record-keeping efficiency by enhancing internal document automation procedures • Redesigned onboarding orientation to enhance support during the employee life cycle • Streamlined annual evaluations by identifying performance appraisal vendor - PerformYard • Increased record-keeping efficiency by enhancing internal document automation procedures • Redesigned onboarding orientation to enhance support during the employee life cycle

    • United States
    • Non-profit Organization Management
    • 500 - 600 Employee
    • Human Resources Generalist
      • Jan 2016 - May 2018

      • Facilitated the organization's transition to automating processes by identifying and implementing onboarding, document management, and background check solutions - PeopleDoc, Digiscribe, Sterling Backcheck• Revised background check and vehicle usage policies in line with current federal, state, and local laws and facilitated in-service trainings to ensure comprehension of changes and updates • Processed over 200 ADP new hire entries during a two-month expansion project• Provide HR support to five subsidiaries of Acacia Network totaling over 500 employees Show less

    • Human Resources Coordinator
      • Oct 2015 - Jan 2016

      • Provided HR support to an Acacia Network subsidiary with over 200 employees in 15 locations• Executed background checks for 10-15 new hires monthly by utilizing various websites including Sterling BackCheck, Staff Exclusion List and the Statewide Central Registry Database• Submitted monthly union reports for all 1199 union employees in regards to initiation dues• Organized and facilitated monthly New Employment Orientations for all Acacia Network new hires

    • Human Resources Intern
      • Jun 2015 - Oct 2015

      • Ensured maintenance and accuracy of employee records by completing filing and audit projects • Designed the Professional Boundaries section of the monthly new employee orientation based on company policy• Reduced the time for onboarding employees by executing background checks for HR Managers

Education

  • Stony Brook University Graduate School
    Master’s Degree, Human Resources Management
    2016 - 2018
  • City University of New York City College
    Bachelor of Arts (B.A.), Psychology
    2011 - 2015

Community

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