Samantha V.
Financial Planning Analyst at Commonwealth Financial Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Bedford, New Hampshire, United States, US
Topline Score
Bio
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Credentials
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Adult CPR/AED
American Red CrossAug, 2011- Sep, 2024 -
Standard First Aid
American Red CrossAug, 2011- Sep, 2024 -
Personal Training
Aerobics and Fitness Association of AmericaAug, 2010- Sep, 2024 -
Life, Accident and Health Insurance
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Series 6
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Series 63
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Experience
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Commonwealth Financial Group
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1 - 100 Employee
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Financial Planning Analyst
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Jan 2022 - Present
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Ameriprise Financial Services, LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Analyst
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Nov 2020 - Jan 2022
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Administrative Assistant
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Sep 2018 - Nov 2020
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Bank of America
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United States
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Banking
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700 & Above Employee
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Relationship Manager
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Apr 2018 - Aug 2018
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Santander Bank, N.A.
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United States
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Banking
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700 & Above Employee
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Relationship Banker
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Jan 2017 - Apr 2018
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Education
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SUNY New Paltz
Bachelor of Arts (B.A.)
Community
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