Financial Planning Analyst
Ameriprise Financial Services Inc
Oct 2014 - Jun 2015 (9 months)
Preparing financial analyses for all clients, including retirement, estate-planning, education-funding, and risk management needs analysis. Responsible for, maintaining all aspects of pre-client-meeting undertakings, including preparation of consultation agendas, client correspondence, investment policy reports and asset allocations. As well as post-client-meeting tasks such as developing meeting summaries, performing financial situation analyses, coordinating planning implementation with external professionals when necessary, and persistently monitoring clients' financial situations with precision and consistency.