Geri Hodge

Q: What is Geri Hodge email address?

Email Geri Hodge at geri.hodge@ampf.com. This email is the most updated Geri Hodge's email found in 2026.

Q: How to contact Geri Hodge?

To contact Geri Hodge send an email to geri.hodge@ampf.com. (updated on December 28, 2024)

Client Service Specialist at Ameriprise Financial Services, Inc. | New Baltimore, Michigan, United States

About Geri Hodge

Geri Hodge serves as a Client Service Specialist at Ameriprise Financial Services, Inc., where she leverages her extensive knowledge of financial operations and client management to enhance the client experience. With a strong foundation in Microsoft Office, including Word and Excel, Geri excels in preparing comprehensive documents and applications for client meetings, ensuring that all materials are meticulously organized and accurate. Her role involves executing trades, managing online transactions, and facilitating money movement under the guidance of financial advisors, which requires a keen attention to detail and a thorough understanding of the financial services landscape.

Geri is adept at tracking paperwork and ensuring that all documentation, trades, and service requests are processed efficiently. Her proactive approach to client service is evident as she attends client meetings alongside advisors, where she not only contributes to discussions but also ensures that all necessary documents are reviewed for accuracy and completeness. This commitment to excellence extends to her responsibility for updating tracking systems with new information, allowing for seamless communication and coordination within the team.

In addition to her technical skills, Geri's organizational abilities and capacity to thrive in a fast-paced environment make her an invaluable asset to Ameriprise Financial Services. Her certification from the Administrative Assistant Academy and her recognition for graduating with the highest awards from the Administrative Academy of Macomb further underscore her dedication to professional development and excellence in client service. As Geri continues to support key projects and initiatives within the firm, her expertise in CRM systems and clerical skills positions her as a vital contributor to the overall success of the organization.

Geri Hodge Work