Laura Odegaard Email and Phone Number
Laura Odegaard work email
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Laura Odegaard personal email
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I am an extrovert who loves to hear people's stories, especially if they are about dogs, traveling, or pickleball!My superpower is taking a seed of an idea and executing beyond expectations.★★★ STRATEGIC LEADER | BUSINESS ENABLEMENT | PROBLEM SOLVER | OUTCOME DRIVEN | RELATIONSHIP BUILDER | PEOPLE FOCUSED ★★★Experience rich, diverse business management expert with a combination of 20+ years project management, operations, product management and sales experience. Problem solver who cultivates customer goals to increase revenue 🔸 Determined manager “with heart and hustle”Proactively communicates, analyzes, draws connections, and takes action to solve business problemsRemoves barriers for adoption of new ideas 🔸 Builds trustCollaborates and leverages resources across the organization 🔸 Enjoys building relationships through curious conversations, empathetic listening, and managing expectations🔹What peers say about Laura 🔹Strategic, thoughtful, creative problem solver, confident, conscientious, analytical, reliable, consultative, critical thinker, resourceful, persistent, trusted advisor🔹 Attributes Laura brings from Day 1 🔹Proactive communication │ Project management planning and execution | Meeting planning and facilitation | Builds relationships | Operational efficiency │ Data driven │ Growth mindset | Strategic and tactical │ Process improvements | Roadmap planning and management | Takes action | Presenting and training skills | People leader | Organized | Excellent customer service | Stakeholder management | Active listener | Asks curious questions | Risk mitigation and issue remediation | Budget management | Vendor Management | Remote or flexible hybrid🔹Technologies 🔹PowerPoint, Word, Excel, Outlook, OneNote, SharePoint, MoneyGuidePro, Google Drive, Salesforce essentials, Redtail CRM and Imaging, LaserApp🔹 Sample Successes 🔹Achieved $18M savings in 2 years by transforming operational processes to support key decision-making for the field real estate portfolio utilizing market data, performance details, and contractual opportunities.Managed the creation and growth of a service center in India to over 300 employees.Are you looking to solve problems, create efficiencies, build customer/client relationships, increase product/service adoption and retention, or transform business and develop successful solutions? Let’s arrange a time to talk! 📩 lauraodegaard6@gmail.com
Triton Wealth
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Director Of Client ServicesTriton Wealth Jan 2024 - PresentLead client review operations, annuity operations, and strategic business transformation initiatives. Implement efficiencies and quality control processes. Created organizational structure while defining roles and responsibilities. Manage events, marketing and brand recognition initiatives growing client relationships and enhancing client experience. Set up new client accounts, asset transfers, and other brokerage operations activities.
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Project Manager - Operations, Process, And TechnologyRsm Us Llp May 2019 - Mar 2023Chicago, Illinois, UsLed multiple business transformation and strategic operations projects while navigating ambiguity, developing structure, and building consensus in a highly regulated cross-matrix environment.• Created a roadmap to standardize client segmentation and service models for 10+ offices for Wealth Management • Project managed onboarding and operational implementations for newly acquired offices• Managed new tax compliance software implementation pilot for 20+ offices• Developed a new tax operations center in India; defined and implemented HR and other business operations policies and processes, and optimized software usage to grow to over 300 new employees -
Software Product ManagerAmeriprise Financial Services, Llc Jan 2018 - May 2019Minneapolis, Mn, UsMain point of contact for internal customers, stakeholders, and vendor for new financial planning software (MoneyGuidePro) implementation to support the firm’s new Goal Based Advice initiative:• Learned new financial planning software• Tested, analyzed, and resolved issues during integration and configuration phase• Acted as coach, consultant and liaison between vendor, end user (Financial Advisors), and internal technology, marketing, and field implementation • Developed training content and executed online and live training presentations • Improved product adoption and usage through multiple communication channels• Managed vendor relationship and product roadmap for ongoing enhancements -
Sales And Operations ManagerRustic River Trading Company Feb 2008 - Dec 2017Wore ALL the hats as co-owner for a retail and wholesale business (home furnishings, interior decorating and staging, gifts, jewelry, clothing, and full-service coffee bar):• Managed operations including staff, training, inventory/supply purchasing, merchandise buying and displaying, multi-channel sales/marketing and events• Developed new creative products • Led marketing and sales channels including e-commerce websites, catalogs, trade shows and advertising• Account and Customer Success Manager for multiple accounts• Sales Representative Manager and Trainer• Managed account payables and receivables • Booth and Display Designer • Home Decorator and Stager -
Project, Program, And Operations ManagerAmeriprise Financial Services, Llc Nov 1998 - Jan 2008Minneapolis, Mn, UsDeveloped, implemented, and managed multiple strategic and operational initiatives saving millions of dollars, reducing risk, and increasing PR for the firm:• Developed a repeatable model for analyzing and implementing strategic decisions for the firm’s 60+ retail client sites across the US reducing the budget by $18M while still opening new sites• Created and managed the first and second annual American Express Financial Planning Invitational for college students• Developed and implemented an internal financial planning profession support program to increase the number of Certified Financial Planners at the firm• Project managed the implementation of 10,000 signs across the firm to support the firm’s re-branding initiative• Managed and implemented multiple small to medium sized projects to support the firm’s financial planning and advice goals
Laura Odegaard Skills
Laura Odegaard Education Details
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University Of MinnesotaNatural Resources And Business -
St. Catherine UniversityOrganizational Leadership
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Normandale Community College
Frequently Asked Questions about Laura Odegaard
What company does Laura Odegaard work for?
Laura Odegaard works for Triton Wealth
What is Laura Odegaard's role at the current company?
Laura Odegaard's current role is Project Management | Business Transformation | Financial Services | Client Experience | Operations | Product Management | Marketing and Events.
What is Laura Odegaard's email address?
Laura Odegaard's email address is la****@****mus.com
What schools did Laura Odegaard attend?
Laura Odegaard attended University Of Minnesota, St. Catherine University, Normandale Community College.
What skills is Laura Odegaard known for?
Laura Odegaard has skills like Marketing, Cross Functional Team Leadership, Strategy, Management, Budgets, Strategic Planning, Training, Leadership, Project Management, Marketing Strategy.
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