Paraplanner and Business Manager at Ameriprise Financial Advisors
Location:
Greater Seattle Area
Industry:
Financial Services
Work:
Ameriprise Financial Advisors since Mar 2010
Paraplanner and Business Manager
Laird Norton Tyee Mar 2006 - Mar 2009
Client and Trust System Analyst
US Bank Nov 2000 - Mar 2006
Personal Trust Associate
Copper Mountain Trust Jan 1999 - Jan 2000
Participant Education Specialist
Kibble & Prentice Jan 1996 - Jan 1999
Participant Service Representative & Trust Analyst
Education:
The University of Montana - School of Business Administration
BS, Business AdministrationCertified Financial Planner Studies
NASD Licensed-Series 7
Completed College for Financial Planning Course in 2008
Skills:
Personal Financial Analysis/Paraplanner Personal Trust Administration Trust Compliance and Financial Operations