Joanne Stephanie Reilly

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Danvers, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Danvers, MA

Other Businesses

Real Estate Ownership; Florida Condominium; 13255 White marsh Lane Unit 202, , Fort Myers, FL, 33912; Not Investment-Related; 10/01/2024. Board of Directors; The Savings Bank; Director; 357 Main Street, , WAKEFIELD, MA, 01880; Not Investment-Related; 04/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours / The Savings Bank; Corporator; 357 Main Street, , WAKEFIELD, MA, 01880; Not Investment-Related; 12/17/2015; 1 to 9 hours per month; 1 to 9 during trading hours / The Savings Bank Charitable Foundation; Board Member; 357 Main Street , , WAKEFIELD, MA, 01880; Not Investment-Related; 03/22/2016; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Triple C Corporation; Provide consulting services to Triple C Corp related to the sale of my Ameriprise Financial practice to Paul Previte.; Manage advisory business; 5 Assinippi Ave, , Norwell, MA, 02061; Investment-Related; 11/26/2025; 20 to 39 hours per month; 20 to 39 during trading hours. Other Business Activities; Merlion LLC; Resident agent -- receive and deposit rent; 131 Prospect Street Wakefield MA 01880, ,; Not Investment-Related; 07/07/2017; 1 to 9 hours per month; 0 during trading hours / Flux Marine; Resident Agent; 131 Prospect Street, , Wakefield, MA, 1880; Not Investment-Related; 06/01/2020; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-20
• S63 Uniform Securities Agent State Law Examination
  1986-05-09