Lee-Ann Klingsporn

Lee-Ann Klingsporn Email and Phone Number

Reporting Analyst at Schneider @ Schneider
green bay, wisconsin, united states
Lee-Ann Klingsporn's Location
Green Bay, Wisconsin Metropolitan Area, United States
Lee-Ann Klingsporn's Contact Details

Lee-Ann Klingsporn work email

Lee-Ann Klingsporn personal email

n/a
About Lee-Ann Klingsporn

I am a highly motivated individual and pride myself on completing tasks to the highest possible standard. Originally from South Africa, I have over 10 years of data analytics experience.

Lee-Ann Klingsporn's Current Company Details
Schneider

Schneider

View
Reporting Analyst at Schneider
green bay, wisconsin, united states
Employees:
8879
Lee-Ann Klingsporn Work Experience Details
  • Schneider
    Reporting Analyst
    Schneider Feb 2020 - Present
    Green Bay, Wisconsin, United States
  • Englewood Marketing Group
    Purchasing Support Specialist
    Englewood Marketing Group Apr 2018 - Feb 2020
    Green Bay, Wisconsin Area
    Reporting to the Director of Merchandising, and working in a supporting capacity to the buying team, providingthem with correct data and reports to aid them with their forecasting goals. • Extract and modify data in order to provide daily, weekly and monthly reports to internal and external audiences.• Import data to the in-house platform. • Auditing data for accuracy
  • Aardvark Wine Lounge, Llc
    Small Business Owner
    Aardvark Wine Lounge, Llc Jan 2017 - Apr 2019
    Green Bay, Wisconsin Area
    Aardvark is an unique space in downtown Green Bay to discover and experience excellent wine and good food with a South African twist!At Aardvark Wine Lounge you can take your time to experience excellent new world wine in a unique and relaxing space, right in Downtown Green Bay.New World wines are those wines produced outside the traditional wine-growing areas of Europe, in particular from Argentina, Australia, Chile, New Zealand, South Africa and the United States. We have a few favorites, but our wines, available on tap and by the bottle, change regularly to keep things exciting!
  • Hewins Financial | Wipfli Hewins
    Associate Financial Advisor
    Hewins Financial | Wipfli Hewins Jul 2015 - Jun 2016
    Green Bay, Wisconsin Area
    - Help prepare financial plans and projections. - Involvement in aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, data gathering as well as post-client meeting tasks such as meeting notes and preparation of Investment Policy Statements. - Work with the custodial platforms, as well as client relationship management software and portfolio management software to effectively serve clients.- Assist financial planners and clients with the implementation of financial plans.- Assist with opening of new accounts, maintain existing accounts, run client reports, and on board new prospects and clients.- Conduct client investment analysis using, conduct fee comparisons.- Assist with managing Required Minimum Distributions on IRA’s, annual contributions to their Roth IRA’s.
  • Investec Securities Limited
    Operational Risk Consultant
    Investec Securities Limited Jul 2009 - Mar 2014
    Johannesburg Area, South Africa
    Operational Risk Consultant- Establishing and executing Operational Risk Management strategic and operational plans- Assisting executive management with the development and implementation of Operational Risk - Management frameworks, policies, plans, processes and associated methodologies- Ensuring the business identifies, assesses, monitors and reports on Operational Risk issues- Overseeing / performing Operational Risk Management reviews- Monitoring Operational Risk Management practices- Preparing and presenting the results of Operational Risk Management reviews to executive management and Risk Committees- Creating Operational Risk Management awareness in the organization- Communicating new Operational Risk Management trends and developments to executive management- Maintaining departmental structures, processes and resourcesBusiness Continuity Develop, maintain and test an adequate and appropriate Business Continuity Plan in consultation with Group Operational Risk.Operational Risk Due Diligence Conduct new and ongoing operational due diligence of operational aspects of hedge fund and mutual fund investments including operations, accounting, risk management, and technology.https://www.investec.co.za/about-investec/what-we-do/wealth-and-investment.html
  • Alexander Forbes
    Risk Consultant
    Alexander Forbes Dec 2003 - Jan 2009
    Pretoria Area, South Africa
    - Operational risk: Periodic risk identification, evaluation and implementation of risk control measures. - Review of underwriting and claims processes. - Create reports to assist with forecasting, planning and quality auditing.
  • Alexander Forbes
    Customer Service Representative
    Alexander Forbes Jan 2001 - Jan 2003
    Pretoria Area, South Africa
    - Respond to insurance related matters and incoming requests for quotations and new policies. - Evaluate underwriting information for risk analysis and decision-making.

Lee-Ann Klingsporn Skills

Series 65 Risk Management Investments Financial Risk Wealth Management Finance Financial Planning Operational Risk Management Financial Advisory Financial Analysis

Lee-Ann Klingsporn Education Details

Frequently Asked Questions about Lee-Ann Klingsporn

What company does Lee-Ann Klingsporn work for?

Lee-Ann Klingsporn works for Schneider

What is Lee-Ann Klingsporn's role at the current company?

Lee-Ann Klingsporn's current role is Reporting Analyst at Schneider.

What is Lee-Ann Klingsporn's email address?

Lee-Ann Klingsporn's email address is lk****@****ial.com

What schools did Lee-Ann Klingsporn attend?

Lee-Ann Klingsporn attended University Of Wisconsin-Green Bay, University Of South Africa/universiteit Van Suid-Afrika, University Of South Africa/universiteit Van Suid-Afrika.

What are some of Lee-Ann Klingsporn's interests?

Lee-Ann Klingsporn has interest in Family, Skiing, Canoeing, Traveling, French, South Africa, Wine.

What skills is Lee-Ann Klingsporn known for?

Lee-Ann Klingsporn has skills like Series 65, Risk Management, Investments, Financial Risk, Wealth Management, Finance, Financial Planning, Operational Risk Management, Financial Advisory, Financial Analysis.

Who are Lee-Ann Klingsporn's colleagues?

Lee-Ann Klingsporn's colleagues are Srinivas J, Jonathan Stokes, Christopher Landry, Nataliia Kor, Joshua Schroeder, Dan Reising, Roosevelt Whitfield.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.