Bruce Gustafson Email & Phone Number

Minneapolis, Mn, Us

Provided ABDG Coaching Programs support by creating, maintaining and producing timely productivity reports. Supported Executive Leadership team with data analysis for ad-hoc questions. Worked with key stakeholders to help define and answer complex department data and ideologies. Selected accomplishments:• Maintained over 20 business intelligence reports and dashboards supporting Advisor Coaching programs to drive over 4.6K high value client acquisitions, 346K financial plans, and… Show more Provided ABDG Coaching Programs support by creating, maintaining and producing timely productivity reports. Supported Executive Leadership team with data analysis for ad-hoc questions. Worked with key stakeholders to help define and answer complex department data and ideologies. Selected accomplishments:• Maintained over 20 business intelligence reports and dashboards supporting Advisor Coaching programs to drive over 4.6K high value client acquisitions, 346K financial plans, and over $4.8B in net flows.• Partnered with key stakeholders to grow 30.5K account and $400M revenue Financial Planning business.• Engineered and maintained a Weekly Publishing Report which tracked multiple key business metrics in one report. Used across the company to help drive Foundational Planning efforts. Show less

Minneapolis, Minnesota, United States

Built and maintained reports to support the Financial Planning Group. Maintained monthly data refresh for local Access Database datamart. Worked closely with internal departments to provide critical, timely data for external audit needs (ex. PWC, FINRA). Designed report process improvements to gain efficiencies. Selected Accomplishments:• Collaborated with Ameriprise Information Management group, creating “Value of Advice” report, showcasing benefits of 10K advisors who provided… Show more Built and maintained reports to support the Financial Planning Group. Maintained monthly data refresh for local Access Database datamart. Worked closely with internal departments to provide critical, timely data for external audit needs (ex. PWC, FINRA). Designed report process improvements to gain efficiencies. Selected Accomplishments:• Collaborated with Ameriprise Information Management group, creating “Value of Advice” report, showcasing benefits of 10K advisors who provided long term financial advice versus those who did not.• Designed Advisor level Financial Planning Rewards program for Ameriprise Advisor Center.• Singularly re-wrote existing SAS code for 8 different databases, refining 40-hour monthly refresh process into 8-hour process. Show less

Minneapolis, Minnesota, United States

Supported reporting needs for a hybrid department that answered mortgage questions and provided credit card applications for mortgage customers. Created and Maintained databases for Operational and Reporting needs. Provided Statistical Analysis for executive leadership.