Doug Lawrence

Managed Accounts Specialist Upper Midwest @Ameriprise Financial Services, LLC

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

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WORK HISTORY

May 2015 — Present

Managed Accounts Specialist Upper Midwest @Ameriprise Financial Services, LLC

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Minneapolis, MN, US

Proactively help Ameriprise advisors in the states of Minnesota, Iowa, Nebraska, North Dakota, South Dakota, and parts of Michigan and Illinois build their business by providing support and recommendations of investment products including wrap accounts, actively managed accounts, separately managed accounts and unified managed accounts.

EDUCATION

1987 — 1991

Saint John's University

Bachelor, Science Business Management

SKILLS

Consumer ElectronicsIpodSalesFinancial PlannersIpadInvestmentsIphoneFinancial AdvisoryKeynoteRecordingRetirementDigital AudioTechnical SupportStrategic Financial PlanningSmartphonesVmware FusionMacintosh ApplicationsApple Remote DesktopFinancial PlanningSoundAudio EditingIphone SupportLogic ProMac Os X ServerHealth InsuranceVariable AnnuitiesOs XIlifeImovieIphotoMac OsStrategic PlanningFinancial ServicesAsset AllocationMutual FundsIosRetirement PlanningMarketingSeries 63Troubleshooting

ABOUT DOUG LAWRENCE

Experienced Account Specialist with a demonstrated history of working in the financial…

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Doug Lawrence — Managed Accounts Specialist Upper Midwest at Ameriprise Financial Services, LLC in Minneapolis, MN, US | Unifers