Dan Burns

Senior Manager - Wms Research, Innovation and Development @Ameriprise Financial Services, LLC

Minneapolis, MN, US

Implement and maintain asset allocation tools and system infrastructure.• Responsible for ownership/updates/interpretation and ongoing review of the asset allocation policy and full participation third party firm business policy. • Develop and participate in establishing controls and related testing across various advisory tools to assure a single approach to UAT testing protocols and reporting mechanisms. • Develop and conduct advisory training and on topics related to asset allocation, investment performance and analytics.• Identify and recommend changes to policies, procedures and business models as they pertain to asset allocation, asset classification, and associated advisory tools.

University of St. Thomas - Opus College of Business

MBA

University of St. Thomas - Opus College of Business

BA Business Mgmt.