Daniel Zizza

Indelicato & Coffey Private Wealth Management Intern @Ameriprise Financial Services, LLC

Waltham, MA, US

Update client service meeting planners, CRM software, VULs, and variable annuities; filed documents, created new client folders, scanned documents into the cloud, prepared strategies and printed client preparations for advisor meetings- Assist in administrative tasks, including updating financial data based on client uploads and managing document organization for efficient office operations- Listen to prospective client calls, supported advisor meetings, and ensured accurate and timely communication with clients by preparing and organizing necessary materials.

Bentley University

Bachelor's degree

Malden Catholic

High School Diploma