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Jamie Catlett

Executive Assistant/Business Manager at Ameriprise Financial
Intro Book
Jamie Catlett is a seasoned finance professional with 23 years of experience in business process improvement, financial advisory, and risk management, holding leadership roles at Ameriprise Financial and SolArc, Inc.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Finance
  • Business Process
  • Business Process Improvement
  • Financial Advisory
  • Risk Management
  • Show all
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Bio

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Jamie Catlett Tulsa, Oklahoma, United States, US Highly accomplished finance professional with 23 years of experience in business process improvement, financial advisory, and risk management. Proven track record of delivering exceptional client service as an Executive Assistant/Business Manager at Ameriprise Financial, where she structured and executed financial plans for clients, managed daily business operations, and collaborated with the home office to resolve issues and ensure accuracy. As a seasoned Business Process Improvement expert, Jamie has honed her skills in finance, accounting, and business analysis, with a strong background in financial planning and risk management. Her expertise has been further refined through her experience in marketing at SolArc, Inc., where she developed and implemented marketing strategies. Adept in multiple areas of finance, Jamie holds a strong foundation in financial advisory, business process management, and accounting, with a proven ability to drive results and deliver exceptional outcomes.

Experience

  • Ameriprise Financial
    • Tulsa, OK
    • Executive Assistant/Business Manager
      • Feb 2001 - Present
      • Tulsa, OK

      Client Service/Office Manager - Assist in the daily business operations of a multi-adivsor office. - Personal assistant to a Private Wealth Advisor. - Assist the advisor in structuring and executing financial plans for clients. - Business Management, work with clients and Ameriprise home office to resolve issues and ensure accuracy.

  • SolArc, Inc.
    • Marketing
      • Mar 1994 - Aug 1999

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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