Jennifer Rakow
OwnPath Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Client Relationship Manager at Ameriprise Financial Services, LLC
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Jennifer Rakow
Creative marketing support professional with more than 15 years’ experience in graphic…
Experience
Client Relationship Manager
Ameriprise Financial Services, LLC
Jul 2013 — Present
Managing advisor/client relationships for retirement, education and investments planning strategies- Marketing facilitation - Client relationship management- Fund transfers/investments, beneficiary and suitability changes- New business processing- Client scheduling- Financial plan preparation and summary- Written and verbal correspondence- Notary Public
Education
Hennepin Technical College
Associate of Applied Science (AAS) Degree, Electronic Publishing
Alexandria Technical & Community College
Diploma
Skills
- Organization
- Graphic Design
- Account Management
- Brand Management
- Photoshop
- Project Coordination
- Web Design
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Print Production Process
- Multimedia
- Management
- Marketing Management
- Email Marketing
- Leadership
- Project Management
- Sales
- Helping Clients Succeed
- Visio
- Time Management
- Layout
- Training
- Html
- Editing
- Pre-Press
- Social Media
- Event Management
- Crm
- Indesign
- Brochures
- Advertising
- Adobe Creative Suite
- Strategy
- Adobe Acrobat
- Xhtml
- Events
- Marketing Communications
- Dreamweaver
- Illustrator
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