Margaret Fernandez

Licensed Realtor at Counselor Realty, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Rogers, Minnesota, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
Skills

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Bio

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Marilyn DiCharia

I have been very fortunate to work with Margaret. She is an expert at negotiating contracts as this is something she has done in her previous career. She is someone you want in your corner working for you. Additionally, she is as genuine as they come.

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Credentials

  • MN State Licensed Realtor
    Department of Commerce
    Mar, 2014
    - Oct, 2024

Experience

  • Counselor Realty, Inc.
    • Real Estate
    • 100 - 200 Employee
    • Licensed Realtor
      • Feb 2017 - Present
  • Self-employed
    • Real Estate
    • 1 - 100 Employee
    • Licensed Realtor
      • Apr 2014 - Present
  • Keller Williams Classic Realty Northwest
    • Real Estate
    • 1 - 100 Employee
    • Realtor
      • Apr 2014 - Feb 2017
  • Ameriprise Financial Services, Inc.
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Senior Product Manager-Managed Accounts
      • May 2013 - Apr 2014

      •Project lead to build out the managed account offering to include Third Party Asset Management Programs (i.e. Lockwood, SEI, Brinker).•Ongoing relationship manager between the Third Party Asset Management Vendors as well as managing the overall Access Program.•Senior manager for Active Adaptive Portfolios and Active Perspective Portfolios model management.•Manage the portfolio performance marketing materials for all of Active Portfolios and Select Accounts.

    • Senior Recruiting Analyst
      • Sep 2007 - May 2013

      I interview, coach and consult advisors/teams looking to transition or sell their practice to Ameriprise Financial. I complete the financial analysis and write the offer for the advisor/team. Once the team has acccepted I help prepare them for onboarding. I am also responsible for the build out of the Due Diligence and Practice Acquistions programs. I also developed as well as facilitated facilitated the VIP event for candidates interested in moving to Ameriprise.

    • Field Relations Manager
      • Sep 2006 - 2007
  • American Express
    • United States
    • Financial Services
    • 700 & Above Employee
    • Team Leader-Brokerage Cashiering
      • 2004 - 2006

    • Service Consultant- Brokerage and Wrap Accounts
      • 2003 - 2004

    • Senior Associate- Wrap Services
      • 1998 - 2003

Education

  • University of Minnesota-Twin Cities
    Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
    1992 - 1998

Community

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