Deep Enrich
Leeann Kalinski
Lead Teller
67 followers
Appleton, Wisconsin, United States
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About me
Registered Client Service Associate
Education
Northeast Wisconsin Technical College
2019 -Administrative ProfessionalNortheast Wisconsin Technical College
2008 - 2009UWGB Transfer Certificate UWGB Transfer Certificate
Experience
Wells Fargo
Oct 2012 - Jul 2015Lead Teller
BMO U.S.
Jul 2015 - Jul 2017Senior Service Representative
Edward Jones
Jul 2017 - Nov 2021Branch Office Administrator
Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
Dec 2021 - Dec 2023Practice Manager
Licenses & Certifications
Series 66
FINRASeries 7
FINRA
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