* Develops and provides quality assurance on reports created with Salesforce, Excel (VBA, Power Query) and Tableau* Supports new team members within Business Intelligence group through peer coaching and training on business processes* Introduces new analytics and reporting platforms to empower clients to better understand key performance indicators and make data-driven decisions* Collaborates with sales, finance, marketing, and events teams to drive knowledge transfer across multiple business units* Spearheads initiatives to streamline data retrieval for ad-hoc and reporting requests, significantly improving accuracy and efficiency

• Developed and provides quality assurance on reports created with Salesforce, Excel (VBA, Power Query) and Tableau• Provided peer coaching and development of new team members within Business Intelligence group• Researched new analytics and reporting platforms to empower clients to better understand key performance indicators and make data-driven decisions• Operated as liaison to sales, finance, marketing, and events to drive knowledge transfer across multiple business units• Advised sales and marketing leadership to make strategic, data-driven decisions• Generated and distributed weekly/monthly reporting on key performance indicators that provide insight on accountability of internal and external wholesalers

* Developed and provided QA on reports created with Salesforce, Excel (VBA, Power Query) and Tableau* Provided peer coaching and development of new team members within Business Intelligence group* Spearheaded research into new technologies for analytics and reporting* Operated as liaison to different business partners including; finance, marketing and events team* Advised leaders in sales and marketing through ad-hoc reporting projects* Generated and distributed weekly/monthly reporting on various sales metrics that provide insight on accountability of internal and external wholesalers

* Develops and provides QA on reports created with Salesforce, Excel (VBA, Power Query) and Tableau* Spear-heads research into new technologies for analytics and reporting* Operated as liaison to different business partners including; finance, marketing and events team*Advised leaders in sales and marketing through ad-hoc reporting projects* Generated and distributed weekly/monthly reporting on various sales metrics that provide insight on accountability of internal and external wholesalers

• Generated monthly inbound call and ad-hoc activity reports• Motivated team through two activity-based contests by providing daily reports and calls to action• Assisted financial advisors and their assistants in case development by asking clarifying questions in order to identify their needs and concerns

• Increased year-over-year insurance production in sales territory through coaching and developing relationships with advisors and field leaders• Developed tools to simplify the review of key financial advisor metrics from multiple data sources. Proactively modified this resource to be used by peers. • Participated in program to streamline marketing communications to financial advisors across multiple e-mail platforms• Pioneered usage of online meetings to educate and engage financial advisors.• Shared product and technology knowledge with team members

I empower spiritual people who are caught up in the hustle of life to tap into their intuition so they can confidently handle any of life's obstacles and help heal the world.

Developing web solutions for geek-oriented businesses and organizations

• Provided feedback to improve workplace environment of the AAC through participation in multiple project committees.• Demonstrated long-term focus on business growth through focus on building ongoing client relationships. Personal success in developing an over-the-phone client relationship model has influenced training materials for new financial advisors in the Ameriprise Advisor Center

• Analyzed advisor production and identified opportunities for additional insurance sales within tenured financial planning practice.• Created tools for calculating survivor income needs for clients with complex protection planning goals in order to align with advisor’s financial planning process.• Systematized insurance and financial planning analysis sales process to improve efficiency, thereby significantly increasing advisor production without the need to hire additional staff.