Beth Landwehr Email & Phone Number

Hilliard, Oh, Us

Hilliard, Oh, Us

Columbus, Ohio, United States

Hilliard, Ohio, United States

Columbus, Ohio, United States

2022-2023 5th Grade Self-contained Classroom Teacher2023-2024 4th Grade Self-contained Classroom Teacher

Hilliard, Ohio

Worthington, Ohio

• Preparation for client meetings including but not limited to, contacting clients for additional information, prepare preliminary financial planning recommendations and data entry for NaviPlan, preparation of paperwork.• Attend and participate in client meetings including: entering meeting notes compliant to all rules and regulations, collecting and updating suitability data for clients, completing all meeting follow up work.• Track the client’s progress, make adjustments and provide recommendations as part of the ongoing financial planning process.• Produce the written recommendations and output for clients’ financial plans• Manage new business services and client service issues including completing and submitting paperwork, establishing new accounts, completing transactions, executing trades, contacting corporate office to resolve errors and follow up as needed.• Client service work such as answering and initiating phone calls, scheduling appointments and greeting clients as needed.

Columbus, Ohio Area

• Manage new business services including completing and submitting paperwork, establishing new accounts, completing transactions and follow up as needed.• Lead client service such as answering and initiating phone calls, scheduling appointments and greeting clients as needed.• Organize all marketing events by securing location and catering, invitation preparation and compliance approval, completing Ameriprise compliance pre- and post-event paperwork and attending event to ensure event runs smoothly.• Execute HR duties as needed including payroll and Worker’s Compensation filings.

Master Of Education - Med, Educational Psychology

Bachelor'S Degree, Forensic Accounting

Bachelor, Accounting