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Shrinivas Penugonda

Shrinivas Penugonda

Assistant Professor

Followers of Shrinivas Penugonda1000 followers
location of Shrinivas PenugondaGreater Philadelphia

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  • Timeline

  • About me

    Managing Director and Financial Advisor at Next Level Financial Advisors, A financial advisory practice of Ameriprise Financial Services, LLC

  • Education

    • Wilkes University

      1983 - 1985
      Master of Business Administration (M.B.A.) Finance

    • AP Residential junior college

      1975 - 1977
      Intermediate Biology, Physics, Chemistry

    • Osmania University

      1977 - 1981
      Bachelor of Science (BS)

  • Experience

    • Wilkes University

      Sept 1987 - Oct 1993
      Assistant Professor

    • Merrill Lynch

      Oct 1993 - Dec 1997
      Financial Advisor

    • Morgan Stanley Wealth Management

      Jan 1998 - Oct 2002
      Vice President

    • Next level Financial Advisors, A Financial Advisory Practice of Ameriprise Financial Services, LLC

      Nov 2002 - now
      Financial Advisor, Managing Director

  • Licenses & Certifications

    • Accredited Portfolio Management Advisor™ or APMA™ Professional Designation

      College for Financial Planning

    • Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation

      College for Financial Planning