Experience

think2perform

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Vice President

  • Jan 2011 - Present

  Greater Minneapolis-St. Paul Area 𝘛𝘩𝘪𝘯𝘬2𝘗𝘦𝘳𝘧𝘰𝘳𝘮 (𝘧𝘰𝘳𝘮𝘦𝘳𝘭𝘺 𝘓𝘦𝘯𝘯𝘪𝘤𝘬 𝘈𝘣𝘦𝘳𝘮𝘢𝘯 𝘎𝘳𝘰𝘶𝘱) 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘪𝘯𝘨 𝘢𝘯𝘥 𝘤𝘰𝘢𝘤𝘩𝘪𝘯𝘨 𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘰𝘯 𝘪𝘮𝘱𝘳𝘰𝘷𝘪𝘯𝘨 𝘭𝘦𝘢𝘥𝘦𝘳𝘴𝘩𝘪𝘱 𝘦𝘧𝘧𝘦𝘤𝘵𝘪𝘷𝘦𝘯𝘦𝘴𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘨𝘳𝘦𝘢𝘵𝘦𝘳 𝘦𝘮𝘰𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘮𝘱𝘦𝘵𝘦𝘯𝘤𝘺. Elected to step into new role focused on delivering on the core mission of the organization “to help leaders be more successful by improving their skills and emotional competency.”

• President

  • 2015 - 2020

  Led all company operations, program development and marketing. Reversed negative profit trend and stagnant growth, leading company to three years of YOY (10% - 30%) growth and profitability. Developed and implemented online Breakthrough Leadership program that increased program effectiveness and propelled growth through alternative channels. Created scalable infrastructure to better deliver on core value proposition.



Ameriprise Financial Services, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President & GM, Financial Planning & Advice

  • 2005 - 2010

  𝘈𝘮𝘦𝘳𝘪𝘱𝘳𝘪𝘴𝘦 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 (𝘧𝘰𝘳𝘮𝘦𝘳𝘭𝘺 𝘈𝘮𝘦𝘳𝘪𝘤𝘢𝘯 𝘌𝘹𝘱𝘳𝘦𝘴𝘴 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴) 𝘪𝘴 𝘢 𝘧𝘰𝘳𝘵𝘶𝘯𝘦 500 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘢𝘯𝘥 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘭𝘦𝘢𝘥𝘦𝘳 𝘪𝘯 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘢𝘯𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵. Led overall strategy, development, advisor communication, training and sales support of financial planning, the value proposition of Ameriprise Financial. Generated $230M in revenue annually. Improved… Show more 𝘈𝘮𝘦𝘳𝘪𝘱𝘳𝘪𝘴𝘦 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 (𝘧𝘰𝘳𝘮𝘦𝘳𝘭𝘺 𝘈𝘮𝘦𝘳𝘪𝘤𝘢𝘯 𝘌𝘹𝘱𝘳𝘦𝘴𝘴 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴) 𝘪𝘴 𝘢 𝘧𝘰𝘳𝘵𝘶𝘯𝘦 500 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘢𝘯𝘥 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘭𝘦𝘢𝘥𝘦𝘳 𝘪𝘯 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘢𝘯𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵. Led overall strategy, development, advisor communication, training and sales support of financial planning, the value proposition of Ameriprise Financial. Generated $230M in revenue annually. Improved business profitability (Pre-tax Income) over 500% during tenure. Led development and implementation of $30M company-wide financial planning strategy creating increased client value and efficiency for financial advisors and staff.

• Vice President & General Manager, Brokerage

  • 2004 - 2005

  Led product development, management, strategy, marketing, training and communications of Brokerage products and services including general securities, margin lending, and cash management account. Managed cash spreads on $6B cash and $15M budget. Improved Pre-tax Income $27.6M over two years, grew number of cash management accounts from 85,567 to 185,000, and reengineered Brokerage savings of $2.7M. Led Ameriprise spin-off from American Express establishing new business lines for… Show more Led product development, management, strategy, marketing, training and communications of Brokerage products and services including general securities, margin lending, and cash management account. Managed cash spreads on $6B cash and $15M budget. Improved Pre-tax Income $27.6M over two years, grew number of cash management accounts from 85,567 to 185,000, and reengineered Brokerage savings of $2.7M. Led Ameriprise spin-off from American Express establishing new business lines for entire Brokerage and Bank.

• Vice President, External Products & Strategic Portfolio Services (SPS)

  • 2000 - 2004

  Led overall relationship management, contract and fee negotiations, due diligence and product strategy; led development, management and marketing of fee-based mutual fund and securities wrap product (SPS); Managed >$40Bin assets, $185M in revenue; $2.5M budget. Improved Pre-tax Income 500% from 2002; Reached record $22B in SPS Assets Under Management. Improved Direct Investment Pre-tax Income 100% from 2002. Increased non-proprietary mutual fund Pre-tax Income 100%.

• Director, Wrap Services Product Strategy

  • 1999 - 2000

• Director, Retail Retirement Plans Product Strategy

  • 1997 - 1999