Results-oriented professional with proven success selling, marketing, developing, and managing financial products and services. Demonstrated ability to build new territories, expand opportunities within the existing client base, and establish and strengthen new client relationships. Adept at leveraging industry knowledge and overall business acumen with decision makers at many levels. Intelligent, articulate and driven to succeed.

Associate @ From March 2012 to Present (3 years 10 months) Regional Sales Director, Southeast @ Responsible for driving sales of credit, lending, banking, personal trust, and estate planning solutions in the Ameriprise Southeast region (DE, MD, VA, DC, NC, SC, AL, GA, FL, MS). Established and influenced relationships with regional General Vice Presidents, state Field Vice Presidents, Franchise Consultants, and advisors to increase visibility and the inclusion of banking solutions in leaders goals, conferences and training agendas. Employed a consultative sales approach with field leaders and over 1,200 independent franchise financial advisors to get at the heart of their business issues, challenges, opportunities and performance drivers. Delivered presentations on banking, investments, liability management, and estate planning to financial advisors, corporate partners and field leaders. Presented at regional and national conferences, conducted branch meetings and led conference calls. Provided an extra level of high-touch support for 400 targeted advisor champions with the goal of winning new high revenue-generating advisor relationships. The targets were selected based on data (AUM, annual growth, staff size, product mix, household size) indicating a propensity to grow their practice with the addition of banking solutions. From July 2010 to July 2011 (1 year 1 month) Sr. Product Manager, Credit & Rewards @ Senior Product Manager on a team that designed and launched the Ameriprise MasterCard consumer credit card program. The suite of cards was designed with world-class features and benefits to target the top three loyalty client tiers, segmented according to factors such as overall net worth and assets under management. Managed the overall relationship with American Express on the legacy American Express Platinum and Gold card program. Implemented and supervised the launch of a corporate card program for all employees to replace the pre-existing program. Responsible for assessing the competitive credit landscape and providing analysis and recommendations for enhancing product positioning, pricing, servicing, incentives, and benefits. From January 2008 to July 2010 (2 years 7 months) Sr. Product Manager, Cash Products @ Launched and provided ongoing product management for the Ameriprise multi-bank FDIC insured sweep cash product, differentiating the firm from other broker-dealers by offering clients access to multi-million-dollar FDIC insurance. Negotiated individual contracts with program bank participants to take fund deposits resulting in significantly increased profit margins over those earned on short-term investment accounts. Established relationships with Bank of New York, Promontory and program partner banks. Provided product oversight for cash and sweep products on the brokerage platform. Developed a weekly market cash rate report with Crane Data Resources comparing internal and industry sweep, savings, CD, money market, lending, and benchmark rates. Conducted and gathered economic and competitive market information. Analyzed and recommended improvements to product set, interest rates, fees, and pricing. Represented Cash Strategy on cross-organizational projects. From October 2006 to January 2008 (1 year 4 months) Sr. Marketing Manager, Brokerage Products & Services @ Brokerage & Managed Products marketing lead on the corporate marketing team responsible for branding and marketing the launch and spin-off of Ameriprise Financial from American Express in 2005. The company launched with over 12,000 financial advisers, 2 million customers and $428 billion in assets under management. Directed marketing and communications plans for existing and new investment advisory products and solutions including Managed Accounts, Strategic Portfolio Service Advantage (the largest mutual fund wrap program in the industry), and Active Portfolios investments. Responsible for the creation and implementation of marketing and training programs to drive field leader engagement and asset gathering across marketing, product and retail distribution channels. Managed design agencies, key internal stakeholders and vendors for time and cost efficiency to produce and distribute direct mail, seminars, brochures, newsletters, promotions, and website content development. From January 2005 to October 2006 (1 year 10 months) Senior Marketing Consultant, Wealth Management Services @ Expanded and supervised the RBC Dain Rauscher Wealth Management marketing program, positioning the company as a provider of comprehensive financial planning within the context of managing the client’s complete financial picture and addressing wealth accumulation, protection and transfer needs. Rebranding and integrated the newly acquired financial services firm Tucker Anthony Sutro in 2002. Designed the marketing and communications plan for the pilot and launch of Personal Needs Analysis, an innovative financial planning software tool utilized by advisors to generate customized plans for affluent clients based on their unique needs, investment style and timeline. Directed the creation, production and distribution of a monthly client newsletter addressing current economic, investment selection, retirement, and estate planning topics. From February 2002 to January 2005 (3 years) Senior Product Manger, Direct Investments @ Expanded the product offering for U.S. Bank’s self-directed investments program to provide clients on-demand access, high-quality investment applications, and real-time information online. Responsible for the ongoing functionality and availability of trade order processing, electronic money-movement options, investment research, and financial planning tools. Evaluated market trends, product positioning, and pricing strategy to create campaigns, cross-selling opportunities and marketing offers with projected net-contribution goals. Acting liaison with sales force leadership to execute marketing campaigns. Conducted results analysis to assess success metrics. From August 2000 to May 2001 (10 months) Internal Wholesaler, Midwest @ Provided internal wholesaling support for the Midwest region for First American Funds, a family of 55 mutual funds with approximately $53 billion in assets under management. Top-producing regional team in the nation for four consecutive quarters. Partnered with the region’s external wholesaler to generate new leads and support territory sales goals and objectives within internal (Piper Jaffray, US Bank) and external (LPL, Raymond James, etc.) distribution channels. Collaborated with marketing and product teams to develop marketing and sales promotions. Provided advisor training, organized advisor and client appreciation events and conducted education for employer-sponsored retirement plan participants. From March 1999 to August 2000 (1 year 6 months) Financial Advisor @ Developed strategies to assist clients with financial planning and wealth accumulation. Worked as a junior partner on a million-dollar producing team specializing in 401k rollovers and concentrated stock positions. Conducted cash and cashless exercises, stock swaps, and provided investment advice for international clients employed by a locally-based biomedical engineering company. Underwent an extensive training program in the Minneapolis branch and corporate headquarters in Manhattan, with a curriculum focused on developing an extensive product knowledge base and the soft skills required to develop and maintain relationships with affluent clients. From June 1998 to March 1999 (10 months)

University of Minnesota-Twin Cities