Irena Ngo

Los Angeles Metropolitan Area

193 followers

Timeline
About me
Client Relationship Manager at Ameriprise Financial
Education
- California state university, fullerton
  2014 - 2019
  Bachelor's degree business administration and management, general
Experience
- Currency exchange international
  Jun 2016 - Nov 2017
  Teller
- Team abc, llc
  Dec 2017 - Mar 2019
  Accounting associate
- Cbre
  Apr 2019 - Oct 2021
  Investor reporting analyst
- Ameriprise financial services, llc
  Nov 2021 - now
  - Client Relationship Manager
    Feb 2023 - now
  - Financial Planning Specialist
    Nov 2021 - Feb 2023
Licenses & Certifications
- Series 7to - general securities representative examination
  Finra
  May 2022
- Life, accident and health insurance license
  California department of insurance
  Feb 2023
- Securities industry essentials (sie)
  Finra
  Jan 2022
- Series 66 - uniform combined state law examination
  Finra
  Dec 2022