Lynn van Moppes Email & Phone Number
Financial Advisor - Associate Vice President Ameriprise Financial @ Financial Services Company
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Lynn van Moppes Location
- Seattle, WA, US
Lynn van Moppes Work
- 2021 -now Financial Advisor - Associate Vice President Ameriprise Financial @
- 2012 -2021 Associate Director-Investments @
- 2005 -2012 Assistant Vice President @
- 1997 -2005 Financial Advisor @
Lynn van Moppes Education
- Seattle University
(Liberal Arts and Sciences, General Studies and Humanities)
1991-1995
Lynn van Moppes Skills
- Financial Advisory
- Deferred Compensation Plans
- Retirement Savings
- Business Succession Strategies
- Estate Investment Strategies
- Account Management
- Investments
- Relationship Management
- Retirement Plan Consulting
- Asset Allocation
- Financial Services
- Microsoft Office
- Securities
- Fixed Income Strategies
- Customer Service
- Wealth Preservation Strategies
- 401k Rollovers
- Tax Efficient Strategies
- Retirement
- Multigenerational Wealth Transfer Strategies
- Stock Due Diligence
- 401 Rollovers
Lynn van Moppes Summary
- Lynn van Moppes, based in Seattle, WA, US, is currently a Financial Advisor - Associate Vice President Ameriprise Financial at Ameriprise Financial Services, LLC. Lynn van Moppes brings experience from previous roles at Oppenheimer & Co. Inc., Merrill Lynch and D.A. Davidson Companies. Lynn van Moppes holds a 1991 - 1995 Seattle University. With a robust skill set that includes Financial Advisory, Deferred Compensation Plans, Retirement Savings, Business Succession Strategies, Estate Investment Strategies and more. Lynn van Moppes has 1 emails and 1 mobile phone numbers on RocketReach.
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