Jaspreet Singh

Financial Advisory Support @Ameriprise Financial Services, LLC

Gurugram, IN

Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up.Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtaining appropriate signatures.

IEC UNIVERSITY

Bachelor of Business Administration - BBA

Air force Senior Secondary School

Bachelor of Business Administration - BBA