Isabelle Erhart

Isabelle Erhart Email and Phone Number

Financial Planning Assistant @ Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC
Saint Paul, MN, US
Isabelle Erhart's Location
Greater Minneapolis-St. Paul Area, United States
About Isabelle Erhart

Hardworking, driven, and detailed oriented student at Carlson School of Management at the University of Minnesota. Motivated to work hard and achieve excellence. Trustworthy leader with excellent communication skills. Volunteer at Mount Calvary Lutheran Church. Involved in Kappa Kappa Gamma sorority and majoring in Finance. Spent two semesters as an undergraduate consultant at Carlson Consulting Enterprise where I worked on a BIPOC New Real Estate Company in Minneapolis project as well as an Allianz Global project. Also involved in Women in Business, and Women in Finance club.

Isabelle Erhart's Current Company Details
Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC

Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, Llc

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Financial Planning Assistant
Saint Paul, MN, US
Website:
ameriprise.com
Employees:
16534
Isabelle Erhart Work Experience Details
  • Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, Llc
    Financial Planning Assistant
    Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, Llc
    Saint Paul, Mn, Us
    View
  • Ameriprise Financial Services, Llc
    Advisor Growth And Sales Intern
    Ameriprise Financial Services, Llc Jun 2024 - Present
    Minneapolis, Minnesota, United States
    Advisor Growth and Sales Intern working with the Experienced Advisor Recruiting team. Studying for the SIE exam to begin the process of being certified in the financial industry.
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  • Lululemon
    Educator
    Lululemon Dec 2022 - Jun 2024
    Minneapolis, Minnesota, United States
    View
  • Kappa Kappa Gamma- Chi Chapter
    New Member Director
    Kappa Kappa Gamma- Chi Chapter Nov 2022 - Nov 2023
    Minneapolis, Minnesota, United States
    Welcoming, training, and introducing new members into the chapter while making it a fun and comfortable experience by hosting events. Guiding these ladies through their first full year in Kappa Kappa Gamma.
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  • Livtru Nutrition
    Server
    Livtru Nutrition Aug 2022 - Apr 2023
  • I See Me! Personalized Books & Gifts
    Project Student Consultant
    I See Me! Personalized Books & Gifts Jan 2021 - May 2021
    Minneapolis, Minnesota, United States
    - Analyzed a billion rows of data in excel- Conducted high levels of secondary research into up and coming trends post COVID-19 pandemic- Conducted high levels of secondary research into growing global markets- Conducted primary research to better understand the demographic through a survey
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  • Best Buy
    Student Project Consultant
    Best Buy Sep 2020 - Jan 2021
    Minneapolis, Minnesota, United States
    Signed NDA, therefore, limited explanation:- Given data to conduct high level research on topics given by Best Buy for student input- Analyzed a many rows of data in excel- Conducted high levels of secondary research into up and coming trends post COVID-19 pandemic- Conducted high levels of secondary research into specific product sales during different times of year- Conducted primary research to better understand the demographic through a survey- Conducted primary research to better understand the demographic though a focus group
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  • General Mills
    Student Project Consultant
    General Mills Feb 2020 - May 2020
    Minnesota, United States
    - Created recommendations for new ideas in where Haagen-Dazs ice cream could expand toward- Conducted high levels of secondary research into up and coming trends post COVID-19 pandemic- Conducted high levels of secondary research into growing global markets- Conducted primary research to better understand the demographic through a survey
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  • Cottagewood General Store
    Student Project Consultant
    Cottagewood General Store Oct 2019 - Dec 2019
    Minnetonka, Minnesota, United States
    - Conducted high level secondary research on other nonprofit organizations- Conducted high level secondary research on outdoor activities that generate revenue for nonprofits- Conducted primary research to better understand the demographic through a survey to the target market- Presented final meeting to owner and board members of the Cottagewood store
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  • Chanhassen Dinner Theatres
    Female Actress
    Chanhassen Dinner Theatres Feb 2015 - Oct 2015
    Chanhassen, Minnesota, United States
    I was the lead role of Jane Banks in their production of Mary Poppins.
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Isabelle Erhart Education Details

Frequently Asked Questions about Isabelle Erhart

What company does Isabelle Erhart work for?

Isabelle Erhart works for Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, Llc

What is Isabelle Erhart's role at the current company?

Isabelle Erhart's current role is Financial Planning Assistant.

What schools did Isabelle Erhart attend?

Isabelle Erhart attended University Of Minnesota - Carlson School Of Management, Maastricht University School Of Business And Economics, Minnetonka Senior High School.

Who are Isabelle Erhart's colleagues?

Isabelle Erhart's colleagues are R. Kevan Myers, John Rogers, Cfp®, Dee Demry, Michael Szalkiewicz, Carissa Johnson, Michael Hasapopoulos, Michael Mcentee, Cfp®, Crpc®.

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