Experience

Thrivent Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Director, National Sales Manager

  • Jun 2020 - Present

  ★Manage wholesaling team to obtain goals for mutual funds, interval funds, and managed account solutions★Participate in advisor meetings and sales calls with wholesalers★Lead idea generation, creation of sales campaigns, and marketing ideas★Work with marketing, products, and compliance teams★Responsible for public speaking representing Thrivent Asset Management economic point of view

• Manager & Regional Hybrid Investment Consultant

  • Feb 2018 - Jun 2020

  ★Manage Internal & Hybrid Sales teams for Thrivent Mutual Funds and Discretionary Managed Accounts products★Hire, coach and develop sales team to obtain sales goals for each product line★Drive mutual fund and discretionary managed accounts sales as a Regional Hybrid Investment Consultant in designated territory★Educate advisors on investment strategies, ways to increase practice efficiencies, and grow their book of business★Responsible for public speaking representing Thrivent Asset Management economic point of view★Series 6, 7, 63, and 65 Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Senior Manager - Sales Strategy, Wealth Management Solutions

  • Mar 2015 - Feb 2018

  -Develop strategic sales and marketing campaigns in partnership with senior leaders to drive sales results in Managed Accounts and Capital Markets-Drive partnership and alignment of key strategic priorities with internal and external partners-Provide tactical leadership to ensure focus, alignment, and execution of high priority opportunities within Wealth Management Solutions-Collaborate with sales, marketing, and products teams to create, design, and write sales strategy materials Show less

• Retirement Plans Regional Sales Manager

  • Jan 2014 - Feb 2015

  -Develop strong working relationship with Field Vice Presidents, senior leadership members, product partners, and subject matter experts to develop advisor-focused IRA and retirement plan sales strategies and educational seminars-Increase advisor retirement plan business in IRAs and qualified plans through coaching, training, and just-in-time consultations-Provide advanced rollover and distribution strategies, confident retirement training, beneficiary planning, and small business retirement plan sales ideas for advisors Show less



RiverSource Annuities

• Greater Minneapolis-St. Paul Area

• National Account Manager & Annuity Specialist

  • 2010 - Dec 2013

  -Develop and maintain relationships at senior management level with 10 designated national accounts for variable and fixed annuities -Drive annuity sales through consultative approach with finacial advisors, licensed bankers, and clients through seminars, sales calls, one-on-one meetings, and web conferences -Develop strategy behind new product development by presenting product, competitor, and industry analysis to senior leadership -Educate and train National Sales Team on product details, competitor analysis, investment environment, and competitive advantages of an annuity -Develop and implement specific marketing strategies for each national account to increase sales -Negotiate and monitor marketing sales support arrangements with each national account SALES RESULTS: 2012: $143,864,208; 162% to annual sales goal 2011: $156,330,835; 390% to initial sales goal; 150% to adjusted sales goal Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Senior Regional Sales Director

  • Aug 2004 - Dec 2010

  -Drove sales through consultative approach in independent, bank, and wire house chnnels in multiple territories including New England, Midwest, and Southwest -Presented sales ideas and product training to financial advisors, licensed bankers, and clients through seminars, one-on-one meetings, sales calls, and web conferences -Coaching mentor and sales process trainer for 9 newly hired Regional Sales Directors -Elected leader of Sales Consulting Group Advisory Board - collaborated with leadership to develop and train sales desk initiatives, stratetegies, and product positioning -Elected as permanenet member of Wholesaler Advisory Board - developed innovative marketing pieces and strategies with senior leadership, playing a key role in leading corporate wide sales initiatives -Elected member of Enhanced Portfolio Navigator Champions Committee - collaborated with leadership to develop sales strategies to disseminate timely investment intelligence to sales force SALES RESULTS: 2010 (through November 17): $80,940,302; #1 in variable annuity production; 104% to sales goal 2009: $119,057,674; #1 in variable annuity production; 128% to sales goal Show less



North Star Resource Group

• United States
• Financial Services
• 200 - 300 Employee

• Financial Advisor

  • Aug 2002 - Aug 2004

  -Prepared comprehensive financial plans for individuals and companies -Conducted financial planning seminars for UW-Madison medical students, residents, physician assistants, and graduate engineering students -Recommended and brokered securities transactions, individual/group life and disability insurance -Marketed own practice through cold calling, seminars, and gathered referrals -Prepared comprehensive financial plans for individuals and companies -Conducted financial planning seminars for UW-Madison medical students, residents, physician assistants, and graduate engineering students -Recommended and brokered securities transactions, individual/group life and disability insurance -Marketed own practice through cold calling, seminars, and gathered referrals