Austin Padula
Summary
Driven by a passion for financial planning and exceptional attention to detail, I honed my skills at Ameriprise Financial, mastering customer service and data analysis. My achievements include developing new client goal plans and conducting a comparative study of cyber securities, showcasing my analytical prowess and dedication to client satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Intern
Ameriprise Financial
09.2024 - 12.2024
For my second year at Ameriprise Financial I was tasked with customer service and financial planning for the start of my internship I was reaching out to clients and asking them about any additions that could be made to their account. For the second half of my internship I would create new goal plans for clients that we recently acquired through the advisor I worked for.
Independent study
Financial Advisor
05.2023 - 08.2023
During the summer of 2023 a financial advisor tasked me with a project two analyze two different cyber securities companies (Palo Alto and CrowdStrike).
Intern
Ameriprise Financial
05.2022 - 08.2022
For my first summer at Ameriprise Financial I was tasked with being a bond evaluator. I was given specific bonds to take into excel and evaluate.
Education
Bachelor of Science - Finance
Thomas Jefferson University
Philadelphia, PA05-2025
Skills
- Financial planning
- Attention to detail
- Customer service
- Business analytics
- Data analysis
Certification
With my minor in marketing I have become Hootsuite and Google ads certifed.
Timeline
Intern
Ameriprise Financial
09.2024 - 12.2024
Independent study
Financial Advisor
05.2023 - 08.2023
Intern
Ameriprise Financial
05.2022 - 08.2022
Bachelor of Science - Finance
Thomas Jefferson University