Leading the development and organic growth of remote distribution for Ameriprise Financial. - '13 - Present, Led full strategic transformation of business. Redefined client segments, the client experience for those segments, organizational structure and associated HR systems (compensation, training, performance management, recognition, and career path), and implemented new CRM (Salesforce.com) to leverage scale, enable greater revenue growth and realize efficiencies - '10 - '12, Expanded footprint, opening second facility with full capabilities - '05 - '10, Developed critical mass, increased the number of financial advisors from 20 to 150 and expanded product capabilities to enable the delivery of comprehensive financial advice to consumers

Led the Retail Sales and Service Teams through the acquisition and integration from Strong Investments into Wells Fargo Advantage Funds. Successfully managed the team through substantial organizational and cultural change, fund mergers, and multiple database conversions over the course of a year, while maintaining high levels of employee engagement and client asset retention.

Entered financial services industry as a registered representative. Served in a number of roles ranging from Team Leader to Operations Manager to Brokerage Trade/Service Desk Manager and ultimately had the distinct pleasure to lead the entire 150+ member Client Relationship Team.As the leader of the client relationship team, delivered industry leading client service to 400,000 retail clients through the use of a cross-functional team and deeply integrated technology. Developed and implemented strategies to ensure high levels of client service, satisfaction, retention, and growth of those households. - Developed an approach to client segmentation that resulted in an annual cost save of $1,000,000 - Implemented "propensity to buy" data modeling within the organization driving a 50% increase in sales year over year