At Ameriprise Financial, I develop tax-efficient financial plans by analyzing client data and supporting advisors with long-term investment strategies aligned to clients’ risk profiles and goals.
I use NaviPlan, Money Guide Pro, and Morningstar Advisor Workstation to model and monitor portfolios. My planning work includes retirement contributions, tax strategies, and asset allocation.
At Accenture, I prepared P&L reports and conducted Price-Volume-Mix analysis to help explain financial results. I also created variance reports and customer revenue contribution reports.
I’m an MBA graduate and part-qualified ACCA professional with experience in FP&A, financial modeling, retirement planning, and wealth management.
