Matthew Farrells, CFA, CFP®

Experience

• 

  C.H. Robinson

  May 2008 - Aug 2008

  Transportation Sales Intern - CPDS

  • Recognized as one of the company’s top 25 interns in the nation based on performance.• Responsible for obtaining transportation services for corporate accounts: WalMart, Costco, Super Value, Nash Finch, etc.• Generated over $848,000 in gross revenue and delivered $17,000 in profits for Corporate Procurement and Distribution Services.

• 

  KTI

  Jun 2009 - Sept 2009

  Logistics Broker

  • Developed relationships with carrier companies to expand the metal/paper third party transportation business.• Acquired over $171,000 in transactional transportation services with a high profit margin of 21%. • Assisted in the operational management and service of major metal and paper accounts.

• 

  Ameriprise Financial Services, LLC

  Dec 2009 - now

  Premier Retirement Income Consulting | Service, Operations & Trading Wealth Consulting Service | Wealth Management Solutions Fixed Income Trading | Wealth Management Solutions Fixed Income Trading | Wealth Management Solutions Fixed Income Trading | Capital Markets Trading Capital Markets Trading Project Management Office | Service Delivery Project Management Office - Service Delivery

  • Director, Premier Retirement Income Consulting

    Feb 2023 - now

  • Director, Portfolio Strategist - Wealth Consulting

    Jan 2022 - Jan 2023

  • Director, Fixed Income Trading Strategies

    Feb 2019 - Dec 2021

  • Senior Manager, Fixed Income Trading Strategies

    Jul 2017 - Jan 2019

  • Senior Fixed Income Trading Strategist

    Dec 2014 - Jun 2017

  • Business Systems Analyst II

    Mar 2014 - Nov 2014

  • Business Systems Analyst II

    Jul 2013 - Feb 2014

  • Business Analyst I

    Jun 2011 - Jun 2013

  • Client Contact Associate

    Dec 2009 - May 2011