Linda Lahr

Experience

• 

  CUNA Mutual Group

  Aug 1997 - Aug 2003

  Developed and led training courses, both face to face and online, for financial representatives beginning their careers with CUNA Mutual Group. Brokerage Trader (August 2000 - January 2001)Brokerage Cashier (May 1999 - August 2000)Insurance Services Call Center Representative (December 1997 - May 1999)Brokerage New Accounts Representative (August 1997 - December 1997)

  • Field Trainer

    Jun 2001 - Aug 2003

  • Direct at Fund Department Team Leader

    Aug 1997 - Jun 2001
• 

  Ameriprise Financial Services, Inc.

  Jan 2012 - now

  Assist advisors and staff in their transition from outside advisory firms to Ameriprise Financial Services, Inc. Associate Financial Advisor (5 years)Paraplanner (3 years)Client Service Coordinator (1.5 years) Assisted our home office's Field Training team with a series of webinars provided to the field on process and technology. Helped current Ameriprise Financial advisors and staff implement new systems to become more efficient. Provided additional training on the Brokerage Platform. Traveled the country training advisors and staff, in a classroom setting, on our new Brokerage Platform

  • Field Transition Specialist

    Jan 2014 - now

  • Operations Manager

    Aug 2003 - now

  • Field Trainer on System Efficiencies

    Jan 2013 - Jun 2014

  • Field Consultant

    Jan 2013 - Jan 2014

  • Field Trainer for Ameriprise Brokerage Platform Conversion

    Jan 2012 - Jan 2013