Michael Graf Email & Phone Number

Saint Paul, MN, US

Minneapolis, MN, US

Minneapolis, MN, US

Lead team of sales consultants in providing thoughtful consultation to the Ameriprise advisor base on a robust suite of cash and lending solutions - mortgages, savings, certificates, trust, securities based lending, credit cards. Develop strategies and campaigns for advisor engagement based in optimized business intelligence and personal coaching to a.

Minneapolis, MN, US

Consult wealth advisors on array of alternative investments (hedge funds, managed futures, private equity, etc.), structured products, securities based lending solutions, options strategies and fixed income portfolio construction.

Minneapolis, MN

Conduct market and competitive analyses to identify trends and opportunities to drive revenue and diversify risk. Identify opportunities to fill or enhance external research with internal research initiatives such as focus groups, surveys, and data mining. Create and recommend to executive leadership strategies for entering new markets and developing new.

- Created, managed and coordinated the execution of overall business strategy to enter the registered investment advisor (RIA) market. - Established a clear market position by building a superior service and support experience for RIAs. - Coordinated cross-functional teams for the development and integration of new products and custom technical solutions.

- Identified revenue enhancing opportunities and developed and marketed products for reaching new customer segments while aligning the goals of multiple business units.- Developed content syndication, licensing and marketing partnerships with key financial media outlets to expand reach/brand recognition. Manage existing relationships to maximize.

Boston, MA, US

- Conducted business and process flow analysis for several financial services institutions including hedge funds, mutual funds and insurance companies. - Identified operational inefficiencies and informational gaps that impaired productivity and subjected organizations to various types of risk. - Developed bridging initiatives through constituent.

- Developed new and managed existing business partnerships with institutions looking to provide their customer base access to the US financial markets. - Performed needs analyses for partners, recommended custom solutions based on operational capabilities and led implementation efforts. - Identified and tracked key performance metrics to uncover.

Mba, Finance And Accounting

Bs, Finance