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Jessica Yohn, Cpa Email & Phone Number

Associate Financial Advisor and Operations Manager at Ameriprise Financial Services, LLC
Location: Aurora, Colorado, United States 10 work roles 2 schools
1 work email found @schwab.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@schwab.com
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Current company
Ameriprise Financial Services, LLC
Role
Associate Financial Advisor and Operations Manager
Location
Aurora, Colorado, United States
Company size
2 employees

Who is Jessica Yohn, Cpa? Overview

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Quick answer

Jessica Yohn, Cpa is listed as Associate Financial Advisor and Operations Manager at Ameriprise Financial Services, LLC, a company with 2 employees, based in Aurora, Colorado, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Jessica Yohn, Cpa.

Jessica Yohn, Cpa previously worked as Paraplanner and Operations Manager at Ameriprise Financial Services, Llc and Senior Team Manager, Bank Accounting at Charles Schwab. Jessica Yohn, Cpa holds Bachelor Of Science (B.S.), Finance And Accounting from University Of Minnesota - Carlson School Of Management.

Company email context

Email format at Ameriprise Financial Services, LLC

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*@schwab.com
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AeroLeads found 1 current-domain work email signal for Jessica Yohn, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Jessica Yohn, Cpa

Jessica Yohn, Cpa is a Associate Financial Advisor and Operations Manager at Ameriprise Financial Services, LLC. She possess expertise in accounting, microsoft excel, finance, time management, teamwork and 9 more skills.

Listed skills include Accounting, Microsoft Excel, Finance, Time Management, and 10 others.

Current workplace

Jessica Yohn, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

Ameriprise Financial Services, LLC
Ameriprise Financial Services, Llc
Associate Financial Advisor and Operations Manager
Aurora, CO, US
Website
ameriprise.com
Employees
2
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Company profile
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10 roles

Jessica Yohn, Cpa work experience

A career timeline built from the work history available for this profile.

Paraplanner And Operations Manager

Current
Ameriprise Financial Services, Llc

Minneapolis, MN, US

A private wealth advisory practice of Ameriprise Financial Services, LLC helps busy, successful clients pursue their dreams and goals. We use a comprehensive approach to financial planning built around your goals. We help you implement your plan to align your resources with those goals. We track your progress and help you make adjustments as needed. We.

May 2023 - Present

Senior Team Manager, Bank Accounting

Charles Schwab

Westlake, Texas, US

The Bank Accounting group is responsible for closing the books for the three bank charters and a trust company with over $300B in invested securities.Acted as the accounting lead and partnered with leaders, Accounting Policy, Regulatory Reporting groups, and external vendors on the implementation of derivatives and hedge accounting within a treasury.

Sep 2021 - May 2023

Manager, Financial And Regulatory Reporting

Charles Schwab

Westlake, Texas, US

As part of the Corporate Controller’s department, the Bank Regulatory Reporting team is responsible for the preparation and filing of financial reporting to Bank regulators.Technical understanding of financial reporting and accounting as well as knowledge of the consolidated Company’s business and the banking and brokerage industries.Proficient at reading.

May 2019 - Sep 2021

Derivatives And Hedge Accounting Consultant

Chatham Financial

Kennett Square, PA, US

Hedging and Accounting Advisory Manager serving Global Real Estate clients.Specialized in hedge accounting, derivatives, interest rate risk, foreign currency risk, ASC 815/820 and the adoption of ASU 2017-12.Advised clients on optimal economic hedging structures that received favorable hedge accounting treatments to reduce or eliminate earnings volatility..

Jun 2015 - May 2019

Experienced Associate, Assurance, Financial Services

Pwc

GB

Experienced Assurance Associate serving fortune 500 clients, specializing in financial services, insurance and annuities. GAAP, SOX, Statutory audits, Controls Testing, Actuarial Unlocking Projects.Junior Achievement (JA) of the Upper Midwest Representative and Leader. Unique People Experience (UPE) Committee Member. University of Minnesota, Carlson School.

Sep 2013 - May 2015

Assurance Intern

Pwc

GB

Performed a quarter-end audit and co-managed a merger and acquisition project for a Fortune-500 Company that involved a full retrospective financial statement tie-out. Upon completion of the internship, attended PwC's one-week intensive leadership program and was extended an offer upon graduation.

Jun 2012 - Aug 2012
Team & coworkers

Colleagues at Ameriprise Financial Services, LLC

Other employees you can reach at ameriprise.com. View company contacts for 2 employees →

KH Katreena Harrison Katreena Harrison Colleague at Ameriprise Financial Services, Llc Sarasota, Florida, United States, United States View → AA Adam An Adam An Colleague at Ameriprise Financial Services, Llc Atlanta, Georgia, United States, United States View → PF Paul Fragala, Cfp®, Cima® Paul Fragala, Cfp®, Cima® Colleague at Ameriprise Financial Services, Llc Andover, Massachusetts, United States, United States View → MK Michelle Keeley Michelle Keeley Colleague at Ameriprise Financial Services, Llc Minneapolis, Minnesota, United States, United States View → JL Jason Lusk, Mba Jason Lusk, Mba Colleague at Ameriprise Financial Services, Llc St Paul, Minnesota, United States, United States View → SJ Steven J Engel, Cfp® Steven J Engel, Cfp® Colleague at Ameriprise Financial Services, Llc Charlottesville, Virginia, United States, United States View → AP Aaron Piatko Aaron Piatko Colleague at Ameriprise Financial Services, Llc Canton, Ohio, United States, United States View → KE Katherine Egbert Katherine Egbert Colleague at Ameriprise Financial Services, Llc Greater Pittsburgh Region, United States View → SD Shafali Dhamija, Certified Lead Implementer Professional For Bcms Shafali Dhamija, Certified Lead Implementer Professional For Bcms Colleague at Ameriprise Financial Services, Llc Delhi, India, India View → JW Jason Walker Jason Walker Colleague at Ameriprise Financial Services, Llc Minneapolis, Minnesota, United States, United States View →
2 education records

Jessica Yohn, Cpa education

Bachelor Of Science (B.S.), Finance And Accounting

University Of Minnesota - Carlson School Of Management

Corporate Certificate, Real Estate Financial Analysis

New York University
FAQ

Frequently asked questions about Jessica Yohn, Cpa

Quick answers generated from the profile data available on this page.

What company does Jessica Yohn, Cpa work for?

Jessica Yohn, Cpa works for Ameriprise Financial Services, LLC.

What is Jessica Yohn, Cpa's role at Ameriprise Financial Services, LLC?

Jessica Yohn, Cpa is listed as Associate Financial Advisor and Operations Manager at Ameriprise Financial Services, LLC.

What is Jessica Yohn, Cpa's email address?

AeroLeads has found 1 work email signal at @schwab.com for Jessica Yohn, Cpa at Ameriprise Financial Services, LLC.

Where is Jessica Yohn, Cpa based?

Jessica Yohn, Cpa is based in Aurora, Colorado, United States while working with Ameriprise Financial Services, LLC.

What companies has Jessica Yohn, Cpa worked for?

Jessica Yohn, Cpa has worked for Ameriprise Financial Services, Llc, Charles Schwab, Chatham Financial, Pwc, and London Marriott Hotel Twickenham.

Who are Jessica Yohn, Cpa's colleagues at Ameriprise Financial Services, LLC?

Jessica Yohn, Cpa's colleagues at Ameriprise Financial Services, LLC include Katreena Harrison, Adam An, Paul Fragala, Cfp®, Cima®, Michelle Keeley, and Jason Lusk, Mba.

How can I contact Jessica Yohn, Cpa?

You can use AeroLeads to view verified contact signals for Jessica Yohn, Cpa at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jessica Yohn, Cpa attend?

Jessica Yohn, Cpa holds Bachelor Of Science (B.S.), Finance And Accounting from University Of Minnesota - Carlson School Of Management.

What skills is Jessica Yohn, Cpa known for?

Jessica Yohn, Cpa is listed with skills including Accounting, Microsoft Excel, Finance, Time Management, Teamwork, Financial Reporting, Auditing, and Financial Accounting.

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