Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
Timeline
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Ivelis Valles

Vineland,NJ

Summary

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.

Education

Certified Financial Planner - Comprehensive Financial Planning

College of Financial Planning
Denver, CO
04-2015

Bachelor of Science - Accounting

Drexel University
Philadelphia, PA
06-1994

Skills

  • Tax planning
  • Cash Flow Management
  • Account Performance Reviews
  • Analytical Thinking
  • Attention to Detail
  • Honest and Dependable
  • Time Management
  • Financial Reporting
  • Financial products knowledge
  • Problem-Solving

Certification

  • Certified Financial Planner CFP Board Number 207053
  • FINRA Series 7 CRD Number 2713124
  • New Jersey Life, Accident and Health License Number 9615402

Languages

Spanish
Elementary

Affiliations

  • I enjoy time with family playing dominoes, yard work and participating in the National Corvette Restorers Society.

Timeline

Certified Financial Planner

Ameriprise Financial
12.2014 - Current

Financial Planning Analyst

Ameriprise Financial
01.2001 - 12.2014

Certified Financial Planner - Comprehensive Financial Planning

College of Financial Planning

Bachelor of Science - Accounting

Drexel University
Ivelis Valles