Experiences at Ameriprise Financial

Hard work and dedication. perseverance in order to over come the hurdle of passing all the exams necessary to be fully licensed.

Identify goal, develop financial plan, and help with implementation.

I started this job to fulfill an internship requirement, and in the year that I have been here, I have learned more there than the 5 years in college. When people ask what I do, my response is typically, "I do anything and everything so that the advisor can trade all day."

*Analyzed investment options for clients with different risk levels.
*Evaluated potential financial portfolios and insurance policies to be sold to clients.
*Dealt with the re-allocation and diversification of assets.

Ameriprise Financial Services, Inc. (formerly American Express Financial Advisors Inc.) named Terrie OConnell as Regional Recruiting Manager for the Southwest and Western Frontier Market Groups encompassing an eight state region to include CO, NM, AZ, NV, MT, WY, ID, and UT. She will make use of her 15 years of executive recruiting experience to attract Experienced Financial Advisors to work at various corporate offices and nearly 100 individual field offices throughout her territory.

Specialties:
My consultative approach strives to solve three critical hiring challenges:

* Aligning hiring process with HR best practices
* Increasing quality of hire
* Ensuring legally sound, federally compliant hiring methods...

Planned, organized and implement client appreciation event

Maintained financial plans for clients

Handled client concerns and phone calls

Analyzed investment portfolios and made recommendations

Prepared advisor for meetings: arranged all materials, files, and notes; briefed advisor on recommendations after analyzing; prepared required paperwork and form...

Answered client and Financial Advisor inquiries regarding American Express products and services and problem solve and research customer concerns. Answered questions in a cross product phone team which handled inquiries regarding annuities, mutual funds, and brokerage and life insurance products.

*Analyzed and aligned clients' assets and resources with future goals and financial plans resulting in customized wealth management solutions for our customers, first alongside the financial advisor and then independently.
*Helped coordinate agreement between independent financial advisors on a better process to increase company exposure to new potential clients without cannibalizing each other's sales which was presented by the financial advisor I supported....

* Developed computer-based training for corporate-wide conversion to Clarity project and time management tool.
* Converted vendor documentation to customized e-learning content for delivery to offices in the U.S. and India.
* Edited material for timing, accuracy, and effectiveness, creating user interactivity within project constraints....