Christopher Spina
- Role
- Financial Planning Analyst at Ameriprise Financial Services, LLC
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Financial Planning Analyst
Ameriprise Financial Services, LLC
Aug 2021 — Present
Supports 3 Financial Advisors service over 600 clients totaling $600 Million AUM. • Provides tailored planning recommendations for clients to help them achieve their financial goals. • Member of Investment Committee – making monthly decisions on alterations to clients portfolios. • Proposes trades, modifications, and changes to clients in an active role. • Completes money movements, trades, and other transactions. • Helps grow the practice on a referral basis. • Supports all client needs efficiently through email and phone calls.
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