Joanne Sienko Ott, Cfa, Ma

Joanne Sienko Ott, Cfa, Ma Email and Phone Number

Client Services - CliftonLarsonAllen Wealth Advisors, LLC at CLA (CliftonLarsonAllen) @ CLA (CliftonLarsonAllen)
united states
Joanne Sienko Ott, Cfa, Ma's Location
Greater Minneapolis-St. Paul Area, United States
Joanne Sienko Ott, Cfa, Ma's Contact Details

Joanne Sienko Ott, Cfa, Ma work email

Joanne Sienko Ott, Cfa, Ma personal email

n/a

Joanne Sienko Ott, Cfa, Ma phone numbers

About Joanne Sienko Ott, Cfa, Ma

Focus Areas - FINANCE, INTEGRATIVE HEALTH, POLICYHealth Creation Innovator Develop strategies to utilize integrative practices that are cost-effective, patient-centered, and engage wellness to improved population health and health equity. Capacity to translate market opportunities and solutions based on ‘health creation’ trends. Astute investment advisor with particular expertise in integrative holistic healthcare and technology venture.Strategic and resourceful in connecting data, concepts, and stakeholders together to achieve goals. Leverage cross-sectional skills (finance/health/policy) to obtain actionable insights. Strengths in research and financial analysis, and project implementation. Pragmatic, adaptable, and a critical thinker – attuned to finding solutions ‘out side the box.’Major Accomplishments Strategic Effort Creates Productive Use of Resources for Impact• Strategically connected and negotiated two separate policy groups together in discovery of civic engagement and analytics tool, creating multi-functional relationships to achieve multi-faceted goals.Innovative Financing Mechanism for Funding Gap • Conceptualized and developed an innovative financing mechanism to address a gap in funding for integrative health to be utilized in cross-sectional areas: research and angel/venture funding or impact investing.Resourceful in Passing Legislation in MN• Successfully build relationships with key stakeholders to pass 2014 Integrative Health Bill (Amendment to Statue 146A) in MN legislature.• Researched, prepared, and articulated important policy committee arguments and performed detailed-analysis at junctures in the process that were critical to the bill passing.

Joanne Sienko Ott, Cfa, Ma's Current Company Details
CLA (CliftonLarsonAllen)

Cla (Cliftonlarsonallen)

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Client Services - CliftonLarsonAllen Wealth Advisors, LLC at CLA (CliftonLarsonAllen)
united states
Website:
claconnect.com
Employees:
5763
Joanne Sienko Ott, Cfa, Ma Work Experience Details
  • Cla (Cliftonlarsonallen)
    Client Services - Cliftonlarsonallen Wealth Advisors, Llc
    Cla (Cliftonlarsonallen) Jun 2021 - Present
    Minneapolis, Minnesota, United States
  • Nurahealth Spc
    Finance Advisor To Nurahealth
    Nurahealth Spc Jun 2016 - May 2018
    NuraHealth SPC is a healthcare informatics company. Our unique analytics platform and solutions use integrative medicine as a proxy for cost-effectiveness comparison in clinical medicine. NuraHealth is a Social Purpose Corporation. Finance SME as part of team advisors developing cost-effectiveness outcome solutions for multi-million contract from the DoD. Financial modeling for Nura's business model.
  • Minnesota Integrative Care Advocates
    Founding Board Member & Policy Advocate
    Minnesota Integrative Care Advocates Aug 2012 - Nov 2015
    St. Paul, Mn
    Minnesota Integrative Care Advocates (MICA) is a grassroots public policy group that focuses on ensuring that people have access to all forms of integrative therapies and natural healing practices.
  • Consortium Of Academic Health Centers For Integrative Medicine (Imconsortium.Org)
    Integrative Health Consultant
    Consortium Of Academic Health Centers For Integrative Medicine (Imconsortium.Org) Sep 2013 - Dec 2014
    Greater Minneapolis-St. Paul Area
    The Consortium's mission is to advance the principles and practices of integrative healthcare within academic institutions. The Consortium consists of over 61 premier academic health centers and health systems across North America, that collectively is a voice for influencing change.
  • St. Catherine University
    Financial Literacy Advisor
    St. Catherine University Jun 2011 - Dec 2012
    Greater Minneapolis-St. Paul Area
    Advised financial literacy to Graduate and Weekend College students under the Money ManagementProgram and coordinated professional speakers for 6 different events, engaging over 100 students.Researched topics relating to financial literacy to present as workshops – Put Your $$$ Where YourMouth Is – a presentation focused on socially responsible investing.
  • Maryknoll Lay Missioners, Brazil Mission Community (Bmc)
    Finance Manager
    Maryknoll Lay Missioners, Brazil Mission Community (Bmc) Aug 2001 - Jul 2007
    João Pessoa Area, Brazil
    • Budgeting and financial management of BMC territories.• Responsible for employee benefit activity and oversight. • Bi-annual organizational financial reporting and procedural adherence.
  • Fuller & Thaler Asset Management
    Vice President & Research Analyst/Portfolio Manager
    Fuller & Thaler Asset Management 1993 - 1999
    San Mateo, Ca
    The firm is an industry leader in the field of Behavioral Finance. Responsible for fundamental research analysis on the Value Strategy and analyzed risk characteristics for both the Value and Growth Strategies. Implemented back-test research on Large-cap and Growth Strategies.
  • Richfield Bank & Trust Co. (Currently M&I Bank)
    Portfolio Manager & Bank Investment Assistant
    Richfield Bank & Trust Co. (Currently M&I Bank) 1985 - 1991
    Minneapolis, Mn
    Managed equity/bond portfolios for both institutional and personal trust accounts.Responsible for trading execution and price negotiation for transactions. Co-managed Bank’s cash flow needs and negotiated Fed Funds transactions.

Joanne Sienko Ott, Cfa, Ma Skills

Holistic Health Wellness Healing Energy Healing Research Grassroots Lobbying Brazilian Portuguese Mind Body Medicine Complementary And Alternative Medicine Behavioral Finance Thought Leadership Energy Medicine Integrative Medicine Natural Healing Ak/ Bdort Highly Resourceful Innovation Grassroots Advocacy Treatment Community Empowerment Strategy Leadership Mental Health Nonprofits Healthcare Reiki Leadership Development Wellbeing Alternative Medicine Health Education Management Community Outreach Integrative Public Speaking Teaching Naturopathy Program Development Coaching Stress Management Yoga Wellness Coaching Nutrition

Joanne Sienko Ott, Cfa, Ma Education Details

Frequently Asked Questions about Joanne Sienko Ott, Cfa, Ma

What company does Joanne Sienko Ott, Cfa, Ma work for?

Joanne Sienko Ott, Cfa, Ma works for Cla (Cliftonlarsonallen)

What is Joanne Sienko Ott, Cfa, Ma's role at the current company?

Joanne Sienko Ott, Cfa, Ma's current role is Client Services - CliftonLarsonAllen Wealth Advisors, LLC at CLA (CliftonLarsonAllen).

What is Joanne Sienko Ott, Cfa, Ma's email address?

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What schools did Joanne Sienko Ott, Cfa, Ma attend?

Joanne Sienko Ott, Cfa, Ma attended St. Catherine University, Academy Of Holy Angels, Association For Investment Management & Research, University Of Minnesota-Duluth.

What are some of Joanne Sienko Ott, Cfa, Ma's interests?

Joanne Sienko Ott, Cfa, Ma has interest in Economic Empowerment, Politics, Civil Rights And Social Action, Environment, Human Rights, Health.

What skills is Joanne Sienko Ott, Cfa, Ma known for?

Joanne Sienko Ott, Cfa, Ma has skills like Holistic Health, Wellness, Healing, Energy Healing, Research, Grassroots Lobbying, Brazilian Portuguese, Mind Body Medicine, Complementary And Alternative Medicine, Behavioral Finance, Thought Leadership, Energy Medicine.

Who are Joanne Sienko Ott, Cfa, Ma's colleagues?

Joanne Sienko Ott, Cfa, Ma's colleagues are Brett Pansier, Jill Sigelman, Zachary Schmidt, Jennifer Clement, Jenn Langford, Michael Lemon, Michel Kaneshiro Pereira.

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