Patrick Pat Lanigan
Client Service Specialist at Heritage Point Group.
- Role
- Client Service Specialist at Ameriprise Financial Services, LLC
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
About Patrick Pat Lanigan
I am a full time student at Lindenwood University located in St. Louis, Missouri. Graduating in May of 2024 with a Bachelor Degree in Business Administration with an emphasis in Management. I am a driven and versatile individual, excelling both in academics and athletics. With a strong work ethic, I have also gained valuable experience in sales, coaching, and bartending. This has showcased my adaptability and dedication to personal and professional growth as young and ambitious adult.
Experience
Client Service Specialist
Ameriprise Financial Services, LLC
Sep 2024 — Present · Allentown, PA, US
Assist Financial Advisor in the financial planning and investment workflow. Follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.This role provides client relationship support through managing, gathering, and analyzing client data, helping to prepare preliminary financial and investment planning as well as client meeting follow up and deliverables. It Includes working with clients to resolve ad-hoc issues and special projects as required.
Education
Lindenwood University
Bachelor's degree, Business Administration Emphasis in Management
University of Hartford
Communications, Digital Communication and Media/Multimedia
2019 — 2021
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