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Daniel Ruiz Email & Phone Number
Portfolio Manager Assistant
at
Ameriprise Financial Services, LLC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Manager Assistant
Location
Lubbock, Texas, United States
Company size
Who is Daniel Ruiz? Overview
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Quick answer
Daniel Ruiz is listed as Portfolio Manager Assistant at Ameriprise Financial Services, LLC, a company with 9 employees, based in Lubbock, Texas, United States. AeroLeads shows a matched LinkedIn profile for Daniel Ruiz.
Daniel Ruiz previously worked as Wealth Management Intern at Jmb Group Llc and Financial Aid Student Advisor at Wayland Baptist University. Daniel Ruiz holds Master Of Science - Ms, Finance from Texas Tech University - Rawls College Of Business.
Company email context
Email format at Ameriprise Financial Services, LLC
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Ameriprise Financial Services, LLC
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Profile bio
About Daniel Ruiz
Graduate student at Texas Tech University, pursuing an MS in Finance with specialization in Investment Management. Previously, financial aid student advisor at WBU, business student intern for Daktronics INC, Event Consultant for ISL Agency and currently working with JMB Investment Group and Amicus Financial Advisors as a Wealth Management Intern.
Current workplace
Daniel Ruiz's current company
Company context helps verify the profile and gives searchers a useful next step.
Ameriprise Financial Services, Llc
6 roles
Daniel Ruiz work experience
A career timeline built from the work history available for this profile.
Wealth Management Intern
Current- Gained expertise in portfolio and cash management with accounts valued in $7.2MM- Actively developed client relationships, while contributing to business expansion strategies- Engaged in real estate management and acquisitions & developed financial models to forecast profitability
Mar 2024 - Present
Financial Aid Student Advisor
- Advised students regarding grants and loans for a total amount of $4.5MM- Over 600+ financial documents reports and federal work applications- Successfully over 20 students in the use of programs like PowerFaids or PowerCampus
Aug 2022 - May 2024
Event Consultant
- Successfully created over 150 client pitches and reports that increased company’s profitability- Created more than 300 detailed scouting reports with Microsoft Excel, analyzing different psychological and optimal aspects of the potential customers for the company
Feb 2023 - Jul 2023
Business Student Intern
- Handled 250+ Quote Requests and renderings for a value of $6MM- Mastered skills in Salesforce, Microsoft office, Teams and Excel while running unapplied payments- Researched 200+ official documents with the purpose of improving the track of financial information
Jan 2022 - Apr 2022
Cda Residence Hall
- Verbal and social skills. Built relationships with residents through everyday conversation andprogramming activities- Solved residents' problems through enforcing residence hall rules and utilizing active listening- Quick problem-solving reaction against adversity
Aug 2021 - Dec 2021
Team & coworkers
Colleagues at Ameriprise Financial Services, LLC
Other employees you can reach at jmbgrouppm.com. View company contacts for 9 employees →
PG
Page Gray
Colleague at Ameriprise Financial Services, Llc
San Antonio, Texas Metropolitan Area, United States
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LM
Lori Maranise
Colleague at Ameriprise Financial Services, Llc
Austin, Texas, United States, United States
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JC
Jeanette Chacon
Colleague at Ameriprise Financial Services, Llc
Georgetown, Texas, United States, United States
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BA
Barathi Arumugam
Colleague at Ameriprise Financial Services, Llc
Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
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JV
Jovani Vazquez
Colleague at Ameriprise Financial Services, Llc
Campbell, California, United States, United States
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JN
Jane Nussel
Colleague at Ameriprise Financial Services, Llc
Austin, Texas Metropolitan Area, United States
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MV
Mike Valenzuela
Colleague at Ameriprise Financial Services, Llc
Austin, Texas, United States, United States
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RH
Rick Heitzwebel
Colleague at Ameriprise Financial Services, Llc
Riverside, California, United States, United States
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GB
Gena Berry
Colleague at Ameriprise Financial Services, Llc
Round Rock, Texas, United States, United States
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VS
Victoria Sanders
Colleague at Ameriprise Financial Services, Llc
Cibolo, Texas, United States, United States
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Page Gray
Colleague at Ameriprise Financial Services, Llc
San Antonio, Texas Metropolitan Area, United States
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LM
Lori Maranise
Colleague at Ameriprise Financial Services, Llc
Austin, Texas, United States, United States
View →
JC
Jeanette Chacon
Colleague at Ameriprise Financial Services, Llc
Georgetown, Texas, United States, United States
View →
BA
Barathi Arumugam
Colleague at Ameriprise Financial Services, Llc
Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
View →
JV
Jovani Vazquez
Colleague at Ameriprise Financial Services, Llc
Campbell, California, United States, United States
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JN
Jane Nussel
Colleague at Ameriprise Financial Services, Llc
Austin, Texas Metropolitan Area, United States
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MV
Mike Valenzuela
Colleague at Ameriprise Financial Services, Llc
Austin, Texas, United States, United States
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RH
Rick Heitzwebel
Colleague at Ameriprise Financial Services, Llc
Riverside, California, United States, United States
View →
GB
Gena Berry
Colleague at Ameriprise Financial Services, Llc
Round Rock, Texas, United States, United States
View →
VS
Victoria Sanders
Colleague at Ameriprise Financial Services, Llc
Cibolo, Texas, United States, United States
View →
3 education records
Daniel Ruiz education
Master Of Science - Ms, Finance
Bachelor'S Of Business Administration, Management And Marketing
Bachelor Of Science In Business Administration, International Management
FAQ
Frequently asked questions about Daniel Ruiz
Quick answers generated from the profile data available on this page.
What company does Daniel Ruiz work for?
Daniel Ruiz works for Ameriprise Financial Services, LLC.
What is Daniel Ruiz's role at Ameriprise Financial Services, LLC?
Daniel Ruiz is listed as Portfolio Manager Assistant at Ameriprise Financial Services, LLC.
Where is Daniel Ruiz based?
Daniel Ruiz is based in Lubbock, Texas, United States while working with Ameriprise Financial Services, LLC.
What companies has Daniel Ruiz worked for?
Daniel Ruiz has worked for Ameriprise Financial Services, Llc, Jmb Group Llc, Wayland Baptist University, Isl, and Daktronics.
Who are Daniel Ruiz's colleagues at Ameriprise Financial Services, LLC?
Daniel Ruiz's colleagues at Ameriprise Financial Services, LLC include Page Gray, Lori Maranise, Jeanette Chacon, Barathi Arumugam, and Jovani Vazquez.
How can I contact Daniel Ruiz?
You can use AeroLeads to view verified contact signals for Daniel Ruiz at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Daniel Ruiz attend?
Daniel Ruiz holds Master Of Science - Ms, Finance from Texas Tech University - Rawls College Of Business.
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