Joseph Billerman
Paraplanner with Michael K. Jones, Ameriprise Financial
- Role
- Paraplanner at Ameriprise Financial Services, LLC
- Location
- Mishawaka, IN, US
- LinkedIn followers
- 500 followers
Experience
Paraplanner
Ameriprise Financial Services, LLC
May 2024 — Present · Mishawaka, IN, US
I provide comprehensive client relationship support by managing CRM systems, gathering and analyzing client data, preparing financial plans and other client deliverables, executing trades, coordinating and tracking projects, cultivating and nurturing client relationships, and facilitating the efficient management of the financial practice.
Education
Holy Cross College
Bachelor of Arts - BA
2019 — 2022
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