Practice Manager
Current• Assist advisors to help clients create and maintain personalized financial plans that help them achieve their goals. This process involves preparing and analyzing individual case reports.• Helped grow the practice from $80 million to $200 million in assets under management through administrative support in investment research and recommendations.• Create new processes, reports and data benchmarks for the practice. Notable contributions include company-wide training materials, investment template creation and daily task automation.• Manage a team of four assistants across the practice. Responsibilities include task delegation and review to ensure deliverables are completed in a timely and accurate manner.---Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 2701 University Avenue SE, Minneapolis, MN 55414. 612-617-6000.
