Joseph B.
Retirement Plans Consultant at Ameriprise Financial Services, Inc.
- Role
- Retirement Plans Consultant at Ameriprise Financial Services, LLC
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Joseph B.
Innovative, dependable and results-driven financial services professional with experience in:• Employer retirement plans/benefits (401(k)s, 403(b)s, SEPS, Simples, HSAs, Defined Benefit plans)• HR Financial wellness programs and strategies• Individual retirement plans • Program/product management• Business development and collaboration• Consultative selling and presentational speaking• Consumer, business-to-business (B2B) and field marketing strategies• Business innovation and problem solving
Experience
Retirement Plans Consultant
Ameriprise Financial Services, LLC
Nov 2016 — Present · Minneapolis, MN, US
I offer specialized retirement plan consulting services for individuals and small- to mid-sized business clients. Working directly with financial advisors, individuals, business owners and human resource professionals I help them create effective retirement plan and HR financial wellness strategies and programs.
Education
St. Cloud State University
Bachelor of Science, Mass Communications
1999 — 2003
University of St. Thomas - Opus College of Business
MBA, Marketing
2007 — 2012
Skills
- Integrated Marketing
- B2b
- Financial Services
- Business Development
- Program Management
- Retirement
- Strategic Financial Planning
- Leadership
- New Business Development
- Marketing Strategy
- Marketing
- Series 7
- Finance
- Financial Planning
- Advertising
- Management
- Investments
- Sales
- Retirement Planning
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