Paraplanner@ Ameriprise Financial Services, LLC
Calabasas, California, United States
Gregory Virant, CFP®, APMA®
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Pepperdine University
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FlashIntel GPTGregory Virant, CFP(r), is an experienced leader with 9.1 years of work experience. He is skilled in public speaking, Microsoft Office, research, social media, and event planning. Currently, he works at Goldstein & Associates, a private wealth management firm of Ameriprise Financial. Gregory has interned in financial institutions and holds a B.S. in Business Administration and Certificate in Dispute Resolution and Conflict Management. He has also worked as a Paraplanner and Financial Planning Assistant at Ameriprise Financial Services, LLC. Gregory holds a B.S. in Business Administration and Certificate in Dispute Resolution and Conflict Management from Pepperdine University.
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About
Currently working at Goldstein & Associates, a private wealth management firm of Ameriprise Financial. Experienced leader with domestic and international internship experiences in financial institutions. Skilled in Leadership and Management, Event Planning, Public Speaking, and Microsoft Office. Graduate of Pepperdine University with a B.S. In Business Administration and Certificate in Dispute Resolution and Conflict Management as of April 2018.
Work Experience
Paraplanner
Paraplanner
Financial Services
Gregory Virant, CFP®, APMA®'s Professional Milestones
- Paraplanner (2019-06-01~): Guided project teams through detailed and efficient plan preparation, resulting in increased productivity and project completion.
- Financial Planning Intern (2017-08-01~): Developed informed financial strategies to optimize portfolio performance and drive operational efficiency.
Education
Business,
International Business,
Finance,
Applied Finance Major
1388534400-1514764800Skill
Public Speaking
Microsoft Office
Research
Social Media
Event Planning
Teaching
Microsoft Excel
Powerpoint
Leadership
Microsoft Word
Social Media Marketing
Microsoft Powerpoint
Certification
Colleagues
Courtney Brownsworth
certified scrum product owner in digital marketing at ameriprise financial services inc
Annu Malhotra
Technical Product Owner
Ganga Gopalakrishnan
Product Owner at Ameriprise Financial
Navdeep Singh
Certified Product Owner | Production Support Operations Manager | ITIL Expert | Service Delivery Manager | Certified Scrum Master | Project Management | Vendor Management | Servant Leader
Diane X
Owner
Other Named Gregory Virant, CFP®, APMA®
Frequently asked questions
We found 3 Gregory Virant, CFP®, APMA®'s email addresses
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Gregory Virant, CFP®, APMA®'s social media include: Linkedin,
Gregory Virant, CFP®, APMA® works for Ameriprise Financial Services, LLC
Gregory Virant, CFP®, APMA®'s role in Ameriprise Financial Services, LLC is Paraplanner
Gregory Virant, CFP®, APMA® works in the industry of Financial Services
Gregory Virant, CFP®, APMA®'s colleagues are Courtney Brownsworth,Annu Malhotra,Ganga Gopalakrishnan
Gregory Virant, CFP®, APMA®'s latest job experience is Paraplanner at Ameriprise Financial Services, LLC
Gregory Virant, CFP®, APMA®'s latest education in Pepperdine University
