The Phelps Hamus Group at Ameriprise, Madison, Wisconsin
Moved with the group from Morgan Stanley to Ameriprise Financial and adapted to the new and ever-changing environment. Created guides for different processes. Used Excel to create investment proposals. Compared funds by using software provided by Morningstar and Thompson. Used data provided by investment firms to create economic indicators. Created models using portfolio manager tools as well as placed trades for clients.
Merrill Edge, Phoenix, Arizona
February 2018 – June 2019
Received Series 7 and 66 licenses. Trained with managers who have been in the industry for more than 10 years. Used the integrated software to assist clients in placing trades, account access, and account services. Consistently reviewed calls to improve service. Received critical feedback from managers