Experience

• 

  BlueStem Wealth Partners

  • Litchfield, Minnesota, United States

  • Paraplanner

    • Jan 2011 - Present
    • Litchfield, Minnesota, United States

• 

  BlueStem Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.

  • Litchfield, MN

  • Paraplanner

    • Jan 2011 - Feb 2023
    • Litchfield, MN

    Assist financial advisor in the financial planning workflow. Consistently follow high standards of business and professional ethics and legal and regulatory requirements. Provide client relationship support through managing, gathering and analyzing client data. Manage and resolve client service problems. Always working to find new or better ways to be more efficient.

• 

  BlueStem Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc.

  • Litchfield, MN

  • Marketing Manager

    • Oct 2011 - Nov 2013
    • Litchfield, MN

    Responsible for the strategic planning and implementation of marketing, client relations and community involvement for the firm. Planned and organized multiple projects at one time. Planned and executed events. Managed the team website as well as the website of each advisor in the organization. Coordinated the National Day of Service volunteer day for the practice.

• 

  Hutchinson Technology Inc

  • Marketing Services Coordinator

    • Aug 2008 - Jul 2010

    Coordinated educational programs to handle hotel and restaurant arrangements, participant enrollment and speaker requirements. Developed and tracked speaker’s schedules and presentations. Worked with the legal department on speaking agreements. Developed slide modules on various topics related to StO2. Updated the division website and created new pages for educational programs. Managed webinars for external customers. Processed new clinical evidence and updated all databases in a timely manner. Created a CD for internal and external customers containing all available resources on StO2. Created promotional materials including newsletters, brochures, agendas and posters.

  • Marketing Services Assistant

    • May 2007 - Aug 2008

    Completed tradeshow registrations and handled tradeshow details (exhibit services, in-booth activities, booth coverage schedules). Created a weekly newsletter for internal staff. Managed and tracked the department budget. Initiated and processed promotional materials through the regulation process. Managed schedules for Marketing Managers.

  • Human Resources Assistant

    • Mar 2007 - May 2007

    Enrolled new employees and made changes to current employees elected benefits. Answered employee questions about their employee benefits. Handled Scholarship applications, set up interviews, and prepared the awards presentation. Handled employee services (Bloodmobile, book fair, etc).