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Hannah Zwemke, CFA®, CFP®, CPFA®

Hannah Zwemke, CFA®, CFP®, CPFA®

Administrative Intern

Followers of Hannah Zwemke, CFA®, CFP®, CPFA®207 followers
location of Hannah Zwemke, CFA®, CFP®, CPFA®Billings, Montana, United States

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  • Timeline

  • About me

    Relationship Manager

  • Education

    • Montana State University-Bozeman

      2019 - 2019
      Master Accounting

    • Montana State University-Bozeman

      2015 - 2019
      Bachelor of Science - BS Business

  • Experience

    • Wipfli LLP

      Feb 2018 - Apr 2018
      Administrative Intern

    • Wipfli LLP

      Jan 2019 - Apr 2019
      Tax Intern

    • Eide Bailly LLP

      May 2019 - Jul 2019
      Intern

    • Wipfli LLP

      Feb 2020 - Dec 2021
      Senior Accountant

    • Merrill Lynch

      Jan 2022 - now

      • Relationship Manager

        Jan 2024 - now

      • Registered Wealth Management Client Associate

        Jan 2022 - Jan 2024

  • Licenses & Certifications

    • Certified Public Accountant

      Montana Board of Public Accountants
      Nov 2020

    • Certified Plan Fiduciary Advisor

      National Association of Plan Advisors
      Dec 2022

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Dec 2023

    • Certified Financial Planner (CFP)

      CFP Board

  • Volunteer Experience

    • Student Ambassador

      Issued by Love Your Melon on Sept 2016
      Love Your MelonAssociated with Hannah Zwemke, CFA®, CFP®, CPFA®

    • Member

      Issued by Beta Alpha Psi on Aug 2016
      Beta Alpha PsiAssociated with Hannah Zwemke, CFA®, CFP®, CPFA®

    • Tax Preparer & Reviewer

      Issued by Volunteer Income Tax Assistance on Jan 2019
      Volunteer Income Tax AssistanceAssociated with Hannah Zwemke, CFA®, CFP®, CPFA®