Danny L Cook

Senior Manager, Experienced Advisor Transitions @Ameriprise Financial Services, LLC

Minneapolis, MN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2014 — Present

Senior Manager, Experienced Advisor Transitions @Ameriprise Financial Services, LLC

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Minneapolis, MN, US

In charge of transition management; providing recommendations and consulting with experienced advisor recruits, their staff and field leadership to complete the on-boarding process • Responsible for building and maintaining an effective team, seeking opportunities to provide an even better on-boarding experience while uncovering areas to ramp-up advisor business• Responsible for maintaining a thorough understanding of the firm\'s products and those of our competitors• Project management work designed to enhance the on-boarding experience while creating an ease of doing business for back office operations • Accountable for effectively applying product and business knowledge to recruiting efforts• Corporate Registered Principal

EDUCATION

N/A

University of North Dakota

Bachelor of Science

SKILLS

Product DevelopmentSecuritiesUniform Combined State LawSeries 7StrategySalesBusiness AnalysisInvestmentsFinancial ServicesCustomer RelationsProcess ImprovementFinanceInsuranceSeries 24Wealth ManagementChange ManagementSeries 66Customer ServiceReporting & AnalysisManagementStrategic PlanningMarketing Strategy

ABOUT DANNY L COOK

Senior Manager, Experienced Advisor Transitions at Ameriprise Financial Services, Inc.

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Danny L Cook — Senior Manager, Experienced Advisor Transitions at Ameriprise Financial Services, LLC in Minneapolis, MN, US | Unifers