Katarzyna Nia Zak-Szynakiewicz

Current Employers

Employment History

• 05/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Denver, CO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Denver, CO

Other Businesses

Real Estate Ownership; Single Family; 1200 Golden Ridge Circle apt 109, , GOLDEN, CO, 80401; Not Investment-Related; 10/01/2011 / Single Family; 1250 Golden Circle #512, , GOLDEN, CO, 80401; Not Investment-Related; 08/01/2013 / Multi-Family; 2202 15TH STREET, , LUBBOCK, TX, 79401; Not Investment-Related; 01/25/2019 / Lot/Land; 48.335 ACRES HWY 380, , NEWCASTLE, TX, 76372; Not Investment-Related; 03/20/2022 / Single Family; 1200 GOLDEN CIR #502, , GOLDEN, CO, 80401; Not Investment-Related; 05/18/2012 / Single Family; 1250 GOLDEN CIR #105, , GOLDEN, CO, 80401; Not Investment-Related; 08/05/2011. Business Ownership; CRIBB STATION CREEK RANCH LLC; MEMBER OF A FOUR PERSON LLC; PRIVATE HUNTING & RECREATIONAL LAND FOR PERSONAL USE WITH FAMILY MEMBERS.; 84 DEFRANCE WAY, , GOLDEN, CO, 80401; Not Investment-Related; 03/30/2022; 0 hours per month; 0 during trading hours. Outside Employment; MAESTAS & ASSOCIATES; PARAPLANNER, FINANCIAL PLANNING SPECIALIST - PRACTICE SUPPORT, CLIENT RELATIONS, FINANCIAL PLANNING, INVESTMENT MANAGEMENT; ; 8181 E TUFTS AVE, , DENVER, CO, 80237; Investment-Related; 05/01/2005; 60 hours per month; 40 to 59 during trading hours. Other Business Activities; The City of Golden Investment Advisory Committee; The City of Golden maintains an Investment Advisory Committee that should consist of the Mayor or a Councilperson appointed by the Mayor, the City Treasurer, the City Manager, and two financial professionals. Currently The Committee consists of the Mayor, The City Treasurer, Deputy Finance Director, Senior Portfolio Manager and two resident volunteer members. Committee reviews and monitors the City?s cash management and investment results, develops and recommends investment policies to the City Council, and assists in the selection of investment facilitators and managers. The Committee meets twice a year. Members of the Investment Advisory Committee shall serve without compensation.; 911 10th Street, , Golden, CO, 80401; Investment-Related; 08/18/2022; 1 to 9 hours per month; 0 during trading hours / The City of Golden Citizens Budget Advisory Committee; The Citizens Budget Advisory Committee (CBAC) was created by the City Manager to advise City staff on the development, implementation, and evaluation of the annual City budget. Participation in CBAC is an opportunity not only to advise on the prioritization of how City tax dollars are spent, but also to advise our policymakers in their decision-making process. Members review and discuss the quarterly financial reports and the current year's revenue and expenditure projections. Many discussions involve philosophical and strategic issues which impact the budget. It is the role of CBAC members to take information learned in the meetings back into the community and to bring questions/concerns back for discussion. Members of CBAC shall serve without compensation.; 911 10th Street , , Golden, CO, 80401; Investment-Related; 03/20/2024; 1 to 9 hours per month; 0 during trading hours / POLISH FILM FESTIVAL DENVER; Back in 2019, I organized the first Polish Film Festival Denver, held in Denver Colorado at the Mayan Theater. The name "Polish Film Festival Denver" was registered with the Colorado Secretary of State as a nonprofit corporation and want to continue to keep this registration active. This volunteering activity is unrelated to my current employment with Ameriprise/ Maestas & Associates, does not interfere with my work or trading hours in the practice, I do not receive any compensation, it was not investment related, and no Ameriprise Financial clients are involved to teh best of my knowledge. Sincerely, Kasia Zak, Paraplanner; 84 Defrance Way, , Golden, CO, 80401; Not Investment-Related; 10/17/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-29

Other Names

• Katarzyna Nia Zak
• Kasia Zak-Szynakiewicz