Kendra Meyer Email & Phone Number

Mounds View, Minnesota

• Provide financial and business support for the Cardio Vascular Group (CVG).
• Draft and negotiate contracts to achieve objectives under the parameters set by sales, legal, and marketing.
• Collaborate with District Managers and Regional Finance Leader to determine appropriate pricing, contract structure, and business strategy.
• Provide timely ad hoc assistance to the sales field by running customized reports for revenue rebates, implants, bulk deals, and other inquiries.
• Support quarter end initiatives by providing bulk paperwork, ensuring accurate and timely assistance from implementation to execution.

Greater Minneapolis-St. Paul Area

• Performed the pricing of all financial securities held or accounted for by Ameriprise.
• Ensured pricing from prior day trades were in-line with market and worked with vendors to adjust prices for accurate portfolio valuation.
• Verify accuracy of manually priced securities and impacts to the funds through internal calculation and the use and understanding of complex spreadsheet modeling, vendor feeds, broker relations, financial markets, and.
• Maintained 100% accuracy with daily pricing and created no NAV errors or pricing mistakes.
• Set up a variety of new securities for pricing (e.g. bonds, mortgages, loans, and swaps).
• Simplified day-to-day processing and eliminated human error by accurately programming spreadsheet macros.