Experience

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  Fitness together minneapolis

  Jul 2004 - Dec 2007

  Director of operations

  • Managed a small business with ten direct reports • Interviewed, trained and mentored new hires while tracking progress• Managed all client and vendor relationships• Assisted clients with goals and objectives, while tracking progress• Responsible for managing P&L statement

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  Ameriprise financial services, inc.

  Dec 2007 - Jan 2013

  • Administered and provided specialized support to advisor practices to innovatively and successfully prepare them for organizational and technological advances• Led and assisted in business-driven process improvement initiatives • Interviewed and trained new hires while tracking progress• Drove the development and delivery of concept designs, business requirements, concept models and prototypes of new and improved capabilities that drove desired business outcomes• Built and maintained a strong business unit relationship, resulting in deep expertise and insight Show less

  • Product Manager, Advisor Practice Tools & Capabilities

    Jan 2010 - Jan 2013

  • Financial Advisor

    Dec 2007 - Jan 2010
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  Advisornet financial

  Jan 2013 - Feb 2014

  Branch manager

  • Responsible for growth of the complex through experienced advisor recruiting and training• Assisted with due diligence and analysis for TAMPs, SMAs and brokerage platforms• Performed supervision for the Broker Dealer• Project management that led to desired goals of enhancing back office operations • Acted as a coach and mentor for financial advisors in order to drive results• Worked with the business to understand and define business rules and processes that met goals and objectives and maximized the value propositionRegistered Principal of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Show less

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  Ameriprise financial services, llc.

  Feb 2014 - now

  Senior manager, experienced advisor transitions

  • In charge of transition management; providing recommendations and consulting with experienced advisor recruits, their staff and field leadership to complete the on-boarding process • Responsible for building and maintaining an effective team, seeking opportunities to provide an even better on-boarding experience while uncovering areas to ramp-up advisor business• Responsible for maintaining a thorough understanding of the firm's products and those of our competitors• Project management work designed to enhance the on-boarding experience while creating an ease of doing business for back office operations • Accountable for effectively applying product and business knowledge to recruiting efforts• Corporate Registered Principal Show less