Mbt Angie Veldhuizen Rollins is a eficient expert, that works in Wells Fargo main office of which is in 1096. on the position of Wealth Planner since 2017. Mbt Angie Veldhuizen Rollins has earned professional experience in more than seven positions at different companies. Mbt Angie Veldhuizen Rollins went to the University of Minnesota - Carlson School of Management and got education from 2009 to 2013. This person has the following qualifications: Certified Financial Planner and Licensed Attorney. Minneapolis, Minnesota is the city, where this person was lastly known to live. Mbt Angie Veldhuizen Rollins's email address and number are easily accessed through SoftwareOfficial on demand.
Name variants:
Mbt Rollins
Last updated Sep 18, 2024
Contact Information
Last Update
Jul 12, 2022
Location
Minneapolis, MN
Company
Wells Fargo
Workplace
Wealth Planner
Work History
Wealth Manager
5200 west 73 St, Edina, MN
Jul 2015 — Jun 2017
Financial Planning and Tax Specialist
920 Avenue south #1550, Minneapolis, MN 08000
Development and implementation of financial plans including education funding, retirement funding, insurance, specific goal funding and social security benefit maximization
Employee benefi...
Aug 2013 — Jul 2015
Private Company Services
30 Rockefeller Plz, New York, NY 10112
Researched and wrote memoranda and opinions regarding tax issues for individuals, trusts, gift tax, estates, partnerships, and S corporations
Drafted and reviewed individual, trust, gift t...
Sep 2008 — Aug 2013
Law Clerk
Research and drafted opinions for judges for property tax, sales tax, to Minnesota income tax cases that were brought before the court by individuals, companies, non-profits and the state
...
2007 — 2008
Education
Occupations
Executive
Senior Manager
Planner
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Tax Law
Estate Planning
Trusts
Strategic Financial Planning
High Net Worth Individuals
Wealth Management
Risk Management
Financial Advisory
Management
Wealth
S Corporations
International Tax
Tax Advisory
Tax Research
Comprehensive Financial Planning
Social Security Benefits
Employee Stock Options
FAQs about Mbt Angie Veldhuizen Rollins
What is the main profession of Mbt Angie Veldhuizen Rollins?
This professional's job is Senior Manager, Tax - Family Office
What are the main profession of The professional?
These person's professions are Executive and Senior Manager
Where is Mbt Angie Veldhuizen Rollins currently located?
Mbt Angie Veldhuizen Rollins is located in Minneapolis, Minnesota.
Where did Mbt Angie Veldhuizen Rollins work?
The expert worked at Wells Fargo, Kpmg.
Where has Mbt Angie Veldhuizen Rollins studied?
Mbt studied at the University of Minnesota - Carlson School of Management from 2009 to 2013.
Are there any certifications Mbt Angie Veldhuizen Rollins has?
This professional received the following certifications: Certified Financial Planner and Licensed Attorney.
What is the industry that Mbt Angie Veldhuizen Rollins is connected to?
Mbt Angie Veldhuizen Rollins works in Financial Services industry.
Are there any skills, that Mbt Angie Veldhuizen Rollins has?
This professional has such skills as Tax Law, Estate Planning, Trusts, Strategic Financial Planning, High Net Worth Individuals, Wealth Management, Risk Management, and Financial Advisory.