Resumes
Resumes
Client Service Consultant 2 At Wells Fargo Advisors
View pageLocation:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work:
Wells Fargo Advisors - Minneapolis, MN Sep 2011 - Sep 2012
Client Service Consultant 2
Wells Fargo Advisors Sep 2008 - Nov 2011
Trading & Service Representative
Ameriprise Financial Jan 2004 - Jul 2007
Financial Consultant II
American Express Financial Advisors Apr 2000 - Dec 2003
International Account Analyst
American Express Financial Advisors Jul 1997 - Apr 2000
Securities Settlement Specialist
Client Service Consultant 2
Wells Fargo Advisors Sep 2008 - Nov 2011
Trading & Service Representative
Ameriprise Financial Jan 2004 - Jul 2007
Financial Consultant II
American Express Financial Advisors Apr 2000 - Dec 2003
International Account Analyst
American Express Financial Advisors Jul 1997 - Apr 2000
Securities Settlement Specialist
Education:
University of Minnesota - Carlson School of Management 1985 - 1987
Bachelor of Science, Finance & Marketing University of Saint Thomas - School of Business
Bachelor of Science, Finance & Marketing University of Saint Thomas - School of Business
Honor & Awards:
Ameriprise Finance Department VIP Award March, 2006
Annual evaluation of G2/L2 for 2005 and promotion to team lead
Six Sigma Green Belt Training Completed Nov. 2003
CFA Level 1 June 2001
Series 7 General Securities Registered Representative
Life Office Management Association - Associate in Customer Service with Honors Sept. 1995
CSO Service Ethic Award - March 1996
Certifications:
Series 7
Series 66
Series 66