Vania Shih Email & Phone Number
@ameriprise.com
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Who is Vania Shih? Overview
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Vania Shih is listed as Planning Specialist at Ameriprise Financial Services, Inc., a company with 2 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at ameriprise.com and a matched LinkedIn profile for Vania Shih.
Vania Shih previously worked as Lead Receptionist at Hair Studio & Day Spa and Licensed Sales Agent at Aflac. Vania Shih holds Associate'S Degree, Liberal Arts And Sciences, General Studies And Humanities from Madison Area Technical College.
Email format at Ameriprise Financial Services, Inc.
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AeroLeads found 1 current-domain work email signal for Vania Shih. Compare company email patterns before reaching out.
About Vania Shih
Outgoing and organized, with experience in various fields: financial planning, office administrator, transportation, customer and food service. Consistently recognized for efficiency, ability to multitask, clear communication, and friendly attitude. Proven ability to learn quickly and refine day-to-day processes.
Listed skills include Multi Tasking, Efficent, Communication, Strategic Planning, and 7 others.
Vania Shih's current company
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Vania Shih work experience
A career timeline built from the work history available for this profile.
Planning Specialist
Current- Financial planning: data gathering, mapping, review, writing deliverables
- Tax estimates, RMD calculations, insurance reprojections
- Brokerage trading, money movement, 529 Plan transactions
- Create, review, update internal resources for tracking data as well as client-facing reports
- Forms preparation, tracking, completion, and follow-up: new accounts, transfers and rollovers, beneficiaries, powers of attorney, estate, practice changes, insurance applications… Show more
- Forms preparation, tracking, completion, and follow-up: new accounts, transfers and rollovers, beneficiaries, powers of attorney, estate, practice changes, insurance applications, salary-reduction agreements.
Lead Receptionist
Current- Developed processes to ensure all calls/messages/emails were returned within 24 hours, scheduling errors were minimized significantly
- Rewrote manuals & developed training regimen for future receptionists
- Mass product inventory update: in-stock and products-used numbers were then accurate, leading to tighter orders, a third less waste, and increased storage space
- Duties also included preparing daily deposit, managing business accounts, placing orders, restocking, signing for… Show more
- Duties also included preparing daily deposit, managing business accounts, placing orders, restocking, signing for packages, cleaning waiting area Show less
Licensed Sales Agent
Independent Contractor
- Arrange schedule daily, determine optimal pick-up times
- Confirm appointments with patients, relay cancellations to dispatch
- Assist blind, deaf, and mobility-impaired patients to and from vehicle
Barista
- Connect with guests: memorize names, drinks, reference previous conversations
- Take orders, prepare beverages, upsell pastries and retail products
- Uphold both Starbucks and Target brand standards and practices
- Conduct tastings, active sampling, set up new promotions and product displays
- Place orders, unpack supplies, organize backroom/backstock/deep-freezer
- Self-taught to disassemble and clean airpots, coffee grinder, espresso machine
Colleagues at Ameriprise Financial Services, Inc.
Other employees you can reach at ameriprise.com. View company contacts for 2 employees →
Chikezie Reginald Esiobu
Colleague at Ameriprise Financial Services, Inc.
Miami-Fort Lauderdale Area, United States
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AA
Athena A. Constant, Cfp®, Mba, Aep®, Clu®
Colleague at Ameriprise Financial Services, Inc.
San Diego, California, United States, United States
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KR
Kimberly Reid
Colleague at Ameriprise Financial Services, Inc.
Bangor, Maine, United States, United States
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DB
Diksha Bahuguna
Colleague at Ameriprise Financial Services, Inc.
New York, New York, United States, United States
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TW
Tayla Wren
Colleague at Ameriprise Financial Services, Inc.
Torrance, California, United States, United States
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CL
Cheryl Lehnherr
Colleague at Ameriprise Financial Services, Inc.
Savage, Minnesota, United States, United States
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TH
Tim Hornung, Cfp®, Chfc®, Apma®
Colleague at Ameriprise Financial Services, Inc.
Bradenton, Florida, United States, United States
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BL
Brian Lee
Colleague at Ameriprise Financial Services, Inc.
Blythewood, South Carolina, United States, United States
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EL
Ellen Lamb, Shrm-Cp
Colleague at Ameriprise Financial Services, Inc.
Greater Boston, United States
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TH
Todd Holubec, Cfp®
Colleague at Ameriprise Financial Services, Inc.
Austin, Texas, United States, United States
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Vania Shih education
Frequently asked questions about Vania Shih
Quick answers generated from the profile data available on this page.
What company does Vania Shih work for?
Vania Shih works for Ameriprise Financial Services, Inc..
What is Vania Shih's role at Ameriprise Financial Services, Inc.?
Vania Shih is listed as Planning Specialist at Ameriprise Financial Services, Inc..
What is Vania Shih's email address?
AeroLeads has found 1 work email signal at @ameriprise.com for Vania Shih at Ameriprise Financial Services, Inc..
Where is Vania Shih based?
Vania Shih is based in Madison, Wisconsin, United States while working with Ameriprise Financial Services, Inc..
What companies has Vania Shih worked for?
Vania Shih has worked for Ameriprise Financial Services, Inc., Hair Studio & Day Spa, Aflac, Dr Medical Rides, and Starbucks.
Who are Vania Shih's colleagues at Ameriprise Financial Services, Inc.?
Vania Shih's colleagues at Ameriprise Financial Services, Inc. include Chikezie Reginald Esiobu, Athena A. Constant, Cfp®, Mba, Aep®, Clu®, Kimberly Reid, Diksha Bahuguna, and Tayla Wren.
How can I contact Vania Shih?
You can use AeroLeads to view verified contact signals for Vania Shih at Ameriprise Financial Services, Inc., including work email, phone, and LinkedIn data when available.
What schools did Vania Shih attend?
Vania Shih holds Associate'S Degree, Liberal Arts And Sciences, General Studies And Humanities from Madison Area Technical College.
What skills is Vania Shih known for?
Vania Shih is listed with skills including Multi Tasking, Efficent, Communication, Strategic Planning, Customer Service, Training, Sales, and Microsoft Excel.
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