Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Certified Financial Planner
Ameriprise Financial
Plymouth Meeting, PA
12.2014 - Current
Developed comprehensive financial plans for clients, including retirement, estate and tax planning.
Provided advice on investments, insurance products and cash management strategies.
Conducted analysis of client goals and objectives to recommend appropriate investment strategies.
Financial Planning Analyst
Ameriprise Financial
Plymouth Meeting, PA
01.2001 - 12.2014
Conducted detailed research on financial markets and investments for client portfolios.
Developed comprehensive financial plans including retirement planning, cash flow management, estate planning, investment strategies and tax minimization strategies.
Monitored client accounts to ensure that they are meeting performance targets and making necessary adjustments as needed.
Presented recommendations to clients on appropriate investment strategies to meet their individual needs.
Prepared reports summarizing client's portfolio performance against benchmarks and other relevant metrics.
Prepared complex spreadsheets for forecasting future income, expenses, investments, taxes.