Issac Preis

Background

About Issac Preis

I was born in Texas but raised in Nevada. I've lived in Nevada for over 25 years and raise my family in Henderson. I have over 8 years of experience working in Finance with my current role as a Practice Manager at Ameriprise Financial in our Henderson, NV branch. I oversee over 500 households with more than $322 million in AUM. I'm fully licensed and hold the FINRA Series 7, Series 66 and the Life, Health and Variable Annuity Insurance license for Nevada. I am a Chartered Retirement Planning Counselor™ designee. I've also earned the Accredited Asset Management Specialist™ designation. I’m a Notary Public in NV. I'm highly motivated, strive to maintain a high level of integrity with a focus on providing the best client experience consistently through each interaction. I'm well versed in administrative tasks such as data gathers for retirement planning, financial planning, new business paperwork, transfers from external firms, money movements and trades for high-net-worth clients. I onboard new associates, lead our practice acquisition on-site staff while ensuring a smooth transition to Ameriprise. I have extensive experience in creating and implementing solutions which can expedite a current process or procedure. If you have any questions on what I do or how I may help, don’t hesitate to reach out.