Andrea Cwiklinski
Auburn Hills,MI
Summary
Proven expertise in strategic financial planning and data analysis, with a strong background in report and meeting content preparation. Committed to providing excellent customer service and building client relationships. Ready to leverage existing knowledge while continuing to learn and grow to drive success.
Overview
13
13
years of professional experience
Work History
Financial Analyst
Ameriprise Financial
01.2015 - Current
- Assists financial advisors in preparing for their client meetings by analyzing investment accounts, identifying money rebalancing, and fund trading needs
- Creates financial plans for financial advisors; Pinpoints gaps in retirement coverage by analyzing financial statements, assets, liabilities, cash flow, and goal funding progress
- Presents account analysis and findings to financial advisors on a weekly basis
- Ensures advisor practices are in alignment with Ameriprise home office standards and industry compliance
- Highlights investment and insurance sales opportunities within client accounts
- Tracks advisor invoicing and billing
- Holds sales calls with prospective financial advisors/clients
- Completes onboarding process for all new clients
- Creates agendas, PowerPoints, and educational content for financial advisors to present to their clients
- Provides portfolio and fund performance reports
- Trains new staff members on Ameriprise tools and systems
Client Service Specialist
Osborne Klein, Ameriprise Financial
05.2013 - 03.2014
- Prepared meeting agendas, investment options, and insurance reports for clients
- Researched fund performance and designed investment portfolios for clients
- Processed new accounts, account transfers, and money movement within investment accounts
- Placed mutual fund and stock trades
- Processed paperwork after client meetings and wrote meeting summary letters
- Facilitated 401(k) rollovers and 401(k) fund reallocation
- Kept track of office gross dealer concession
- Interviewed and trained interns
- Managed calendar, scheduled client and wholesaler meetings
- Helped with client and prospect events/dinners
Claims Adjuster
Allstate Corp
05.2012 - 05.2013
- Determined insurance coverage based on individual's insurance policy
- Wrote damage estimates and paid the insured
- Documented claims according to state policies
- Acted as a liaison between mitigation companies, contractors, and the insured
- Project lead for flood supplement claims, submitted claim reports to government agencies
- Trained coworkers on how to submit flood supplement claims
Education
Economics, Business Cognate
Michigan State University
12.2011
Skills
- Microsoft Office
- Salesforce CRM
- Financial Software
- Research and Data Analysis
- Strategic Financial Analysis
- Report Preparation
- Excellent Attention to Detail
Timeline
Financial Analyst
Ameriprise Financial
01.2015 - Current
Client Service Specialist
Osborne Klein, Ameriprise Financial
05.2013 - 03.2014
Claims Adjuster
Allstate Corp
05.2012 - 05.2013
Economics, Business Cognate
Michigan State University
Similar Profiles
Cody WeisnichtCody Weisnicht
Client Service Representative at Threshold Financial-Ameriprise FinancialClient Service Representative at Threshold Financial-Ameriprise Financial
GABRIELLE CARDILLOGABRIELLE CARDILLO
Client Service Specialist at Ameriprise FinancialClient Service Specialist at Ameriprise Financial
SANDEEP KUMAR BOSESANDEEP KUMAR BOSE
Director, Software Engineering • Digital Marketing at AMERIPRISE FINANCIALDirector, Software Engineering • Digital Marketing at AMERIPRISE FINANCIAL
Carson ColemanCarson Coleman
Financial Advisor Intern at Ameriprise FinancialFinancial Advisor Intern at Ameriprise Financial
Mary BurnleyMary Burnley
Lead Teacher at Learning Care GroupLead Teacher at Learning Care Group