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Jackie Riddell

Product Management Specialist at SPSFamily
Intro Book
Certified Financial Planner with expertise in retirement planning and financial services.
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Location
Maple Grove, Minnesota, United States, US
Languages
  • English Native or bilingual proficiency
  • French Limited working proficiency
Skills
  • Retirement Planning
  • College Savings Plans
  • Portfolio Management
  • 401 Retirement Savings Plans
  • Life Insurance
  • Show all
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Bio

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Jackie Riddell is a seasoned financial professional with a Master of Business Administration degree from Purdue University Global and a Bachelor of Business Administration degree from Valparaiso University. She has extensive experience in retirement planning, portfolio management, and financial services, with certifications as a Certified Financial Planner (CFP) and FINRA Series 66 and 7. She has worked as a Product Management Specialist at SPSFamily, a Paraplanner at Business & Estate Advisers, Inc., and an Associate Wealth Management Advisor at Northwester Mutual Life Ins Co., among other roles. Her skills include retirement planning, college savings plans, portfolio management, and more.

Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2021
    - Apr, 2026
  • FINRA Series 66
    FINRA (Financial Industry Regulatory Authority)
    Apr, 2018
    - Apr, 2026
  • FINRA Series 7
    FINRA (Financial Industry Regulatory Authority)
    Mar, 2018
    - Apr, 2026

Experience

  • SPSFamily
    • Ann Arbor, Michigan, United States
    • Product Management Specialist
      • May 2022 - Present
      • Ann Arbor, Michigan, United States

  • Business & Estate Advisers, Inc.
    • Paraplanner
      • Jan 2020 - Apr 2022

  • Northwester Mutual Life Ins Co
    • Associate Wealth Management Advisor
      • Jun 2018 - Dec 2019

      Associate Wealth Management Advisor to Baji Puram of Northwestern Mutual

  • Thrivent
    • Golden Valley, MN
    • Associate Representative
      • Mar 2018 - Jun 2018
      • Golden Valley, MN

  • Schwebel, Goetz & Sieben, P.A.
    • Minneapolis, MN
    • Office Assistant
      • Mar 2016 - Jan 2018
      • Minneapolis, MN

      Supported 5 attorneys in all aspects of daily office routines: client communications, scheduling, filing, hand deliveries, word processing and presentations, and use of online case management systems.Worked closely with Marketing Manager to statistically analyze effectiveness of advertising, including increased online presence and budget evaluations.Organized and compiled projects under tight deadlines to be presented at trial.

  • Valparaiso University
    • Valparaiso, IN
    • Student Aide Manager of Concessions
      • Aug 2015 - Dec 2015
      • Valparaiso, IN

      -Maintained proper levels of inventory for respective games based on calculated forecasted statistics of demand levels-Drafted inventory budgets based on projected game attendance-Managed team of 12 volunteers and guild members during each football game-Created Training Manual for all future students and volunteers

  • Les Coulisses du Chef
    • Paris, France
    • Marketing Intern/Assistant to Chef
      • Mar 2015 - May 2015
      • Paris, France

      Worked as a communication liaison between English speaking clients and Chef Olivier Berte, including the translation of recipes, greeting clients in both languages, and adapting the marketing materials into both cultures. Additionally, I set up new email platforms for his clients, edited the website functionality, and created 6 different profesional training presentations for his French clients.

Education

  • 2019 - 2021
    Purdue University Global
    Master of Business Administration - MBA, 4.0
  • 2013 - 2015
    Valparaiso University
    Bachelor of Business Administration (B.B.A.), International Business and French
  • 2015 -
    Boston University Paris Internship Program
    Certificate of Completition, Marketing and Communications

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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