Veronica McLeod Email & Phone Number
Financial Advisor, Associate Vice President @ Financial Services Company
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Veronica McLeod Location
- North Palm Beach, FL, US
Veronica McLeod Work
- Financial Advisor, Associate Vice President @ (May 2019 - Present)
- Financial Advisor, Associate Vice President @ Ameriprise Financial Services, LLC (May 2019 - Present)
- Financial Advisor, Associate Vice President-Investment Officer @ (April 2006 - May 2019)
- Financial Advisor @ (November 1997 - April 2006)
- General Accounting Manager @ NBS Card Services (January 1990 - November 1997)
Veronica McLeod Education
- Rutgers, The State University of New Jersey-Newark
MBA (Finance)
1995-1997 - NJCPA
CPA (Tax/Accounting)
1993-1993 - Bloomfield College
B. Sc (Accounting)
1989-1993 - Ardenne High School, Jamaica
Veronica McLeod Skills
- Small Business
- College Education Planning
- 401k Rollovers
- Due Diligence
- Investments
- Risk Management
- Estate Strategies
- Social Security Planning
- Portfolio Analysis
- Finance
- Retirement
- College Education
- Mergers
- Financial Analysis
- Insurance
- Tax Planning
- Financial Services
- Retirement Planning
- Securities
Veronica McLeod Summary
- Veronica McLeod, based in North Palm Beach, FL, US, is currently a Financial Advisor, Associate Vice President at Ameriprise Financial Services, LLC. Veronica McLeod brings experience from previous roles at Ameriprise Financial Services, LLC, Wells Fargo Advisors, Smith Barney and NBS Card Services. Veronica McLeod holds a 1995 - 1997 MBA in Finance @ Rutgers, The State University of New Jersey-Newark. With a robust skill set that includes Small Business, College Education Planning, 401k Rollovers, Due Diligence, Investments and more. Veronica McLeod has 1 mobile phone numbers on RocketReach.
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