Mary Zimmer
Strategic Wealth Management Leader: Board Director
- Role
- Board of Directors at Alerus
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Mary Zimmer
I am an accomplished financial industry executive with thirty five years of experience in the financial services industry in Wealth Management and Capital Markets. I have excelled at leading and building front line businesses and home office teams at Wells Fargo Advisors (WFA) and RBC Wealth Management to achieve aggressive strategic goals. I have been very fortunate to work for fantastic companies and learn from talented leaders and colleagues. I led initiatives to transform business cultures and operations by creating pragmatic solutions, implementing measurable action plans and incorporating personal and team accountability. Recognized as an industry leader, I was twice honored as among the \"Top 50 Women in Wealth Management\" by Wealth Manager, and noted by The Profiles in Diversity Journal as among the nation\'s \"Women Worth Watching\". I have been actively involved in diversity and inclusion efforts throughout my career in both my professional and personal life. I am very passionate about advancement of women in the wealth management industry, serving the needs of women clients and helping support and empower women and girls in our communities.I have held several advisory and fiduciary board of directors positions for corporate and nonprofit organizations, and am a former Certified Public Accountant. With meaningful oversight and strategic advisory experience on numerous Boards of Directors (see Organizations section), I am available to help your organization as a member of its Board. If you\'d like to discuss this possibility you can email me at M••••••••@gmail.com
Experience
Board of Directors
Oct 2021 — Present
Education
University of Minnesota - Carlson School of Management
MBT, Business Taxation
1992
University of Saint Thomas - School of Business
B.A., Accounting
1980 — 1984
Skills
- Series 63
- Financial Services
- Wealth Management
- Cross-Cultural Teams
- Alternative Investments
- Financial Accounting
- Financial Planning
- Cross Border
- Equities
- Cross-Functional Team Leadership
- Retirement
- Strategic Financial Planning
- Investments
- Equity Capital Markets
- Finance
- Financial Analysis
- Leadership
- Corporate Financial Reporting
- Portfolio Management
- Series 7
- Securities
- Financial Reporting
- Investment Planning
- Team Leadership
- Investment Advisory
- High Net Worth Individuals
- Asset Allocation
- Mutual Funds
- Retirement Planning
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