Experience

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  Medtronic

  Sept 2010 - Apr 2011

  Account specialist

  - Collected, analyzed and reported data regarding customers to sales representatives.- Promoted and fostered relationships with customers and sales representatives. Acted as first point of contact for Hospitals and Sales Representatives with Medtronic account inquiries.- Processed orders and answered general customer inquiries, invoice questions or complaints.

• 

  Ameriprise financial services, llc

  Apr 2011 - now

  Chief of Staff to the Executive Vice President of the Service & Operations organization, providing strategic business-focused support in planning, operations, communication, and key initiatives to drive the agenda for the senior leader. Function as an extension of the leader in partnerships throughout the firm and with financial advisors and staff in the field. Key member of the senior team to coordinate the messaging, drive the goals, ensure ongoing quality, effective communication and drive employee engagement. Show less - Responsible for managing the eWorkflow (PEGA) tools intakes, enhancements, and releases as well as effectively running multiple meetings and touch-points to ensure all project teams and BAU updates are on track and updates are implemented successfully. - Develops key metrics for success and tracks accordingly on monthly scorecard. Monitors project costs and progress deliverables as well as tracks project outcomes.- Categorizes opportunities as either enhancement to client experience or margin improvement; ensures alignment with Client Service strategy and objectives. - Facilitates process changes within the respective operational areas. Manages the monthly eWorkflow Leader Forums to ensure users across the tool are using the tool efficiently and effectively as well as have the most up to date information about the enhancements that are planned. Show less - Responsible for executing portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities. - Gathers and provides input into risk assessments in conformance with department standards. Presents results to various levels of client management. - Identifies control deficiencies, assesses exposure and significance and proposes cost effective recommendations. - Coordinates with appropriate control groups (internal and external) in planning, and executing assigned work. Show less - Coordinated with appropriate groups in order to troubleshoot complex systems issues and effectively communicate resolution promptly. Acted as first point of contact for clients and advisors with Ameriprise website inquiries.- Trained team and helped implement the new Ameriprise Las Vegas site in the first-ever learning transformation class. Was nominated for 2 Chairman Awards (individual and team) for the positive results and feedback from the training and documents that were created to ensure associates could find the correct answer the first time. - Consulted in the design and implementation of a new support ticket setup process in the Online Tools Support Team, which resulted in efficiencies related to client response times. Lead and trained associates in responding to client email concerns effectively and efficiently, while reducing call volume and increasing customer satisfaction. Show less

  • Sr. Business Program Manager, Ameriprise Advisor Group - Field Execution & Support

    Apr 2022 - now

  • Manager/Sr. Manager, Planning & Administration/Chief of Staff

    Nov 2017 - Apr 2022

  • Release Manager, Business Architecture

    Mar 2015 - Nov 2017

  • Internal Auditor, Risk & Control Services

    May 2013 - Mar 2015

  • Strategic Service Specialist/Subject Matter Expert, Service & Operations

    Apr 2011 - May 2013