Geri Eisenman Pell

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Rye Brook, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Rye Brook, NY

Other Businesses

Real Estate Ownership; Commercial; 7 Wisner Road, , Warwick, NY, 10990; Not Investment-Related; 12/16/2021 / Single Family; 300 East 40th Street, Apt 28R, New York, NY, 10016; Not Investment-Related; 06/01/2026. Business Ownership; SABABA LLC.; none; Real estate. This is going to hold a condo I will be buying for a second Ameriprise office for Pell Wealth Partners.; 27 Half Moon Way, , Stamford, CT, 06902; Not Investment-Related; 10/19/2012; 1 to 9 hours per month; 0 during trading hours / Gerispa LLC; Administrative; rental real estate; 7 Wisner Rd, , Warwick, NY, 10990; Not Investment-Related; 07/02/2021; 1 to 9 hours per month; 1 to 9 during trading hours / RPWM Partners, LLC; Co-owner; Manage Ameriprise Business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours / Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours / Geriwave, Inc.; Owner; Manage Ameriprise Business; 130 Dolphin Cove Quay, , Stamford, CT, 06902; Investment-Related; 01/21/2026; 20 to 39 hours per month; 20 to 39 during trading hours. Board of Directors; Treehouse Shakers; Board President; Radio City StationP.O. Box 186New York, NY 10101-0186, ,; ; 09/01/2004; 1 to 9 hours per month; / Purchase College foundation; board member; 735 Anderson Hill Road, , Purchase, NY, 11577; Investment-Related; 07/06/2020; 1 to 9 hours per month; 1 to 9 during trading hours / UJA Federation of Westchester; Board Member; 925 Westchester Avenue, , White PLains, NY, 10605; Not Investment-Related; 11/15/2011; 1 to 9 hours per month; 1 to 9 during trading hours / Women's Leadership Alliance; Advisory Member; 130 Dolphin Cove Quay, , Stamford, CT, 06902; Not Investment-Related; 04/17/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; RPWM Partners LLC; Co-owner; Manage advisory business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 08/01/2024; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-15
• S63 Uniform Securities Agent State Law Examination
  1986-09-12

Designations

Other Names

• Geri Eisenman Zolna