Doug Lawrence
Managed Accounts Specialist Upper Midwest @Ameriprise Financial Services, LLC
Minneapolis, MN, US
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MOBILE NUMBERS
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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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