Teams at Ameriprise Financial Services, LLC

Measure and analyze investment performance across products, gather and validate data, perform return calculations and attribution, produce reports and commentary for senior leaders, execute variance analysis between systems, support RFP/RFI and performance initiatives, and ensure timely, accurate delivery under deadlines.

Lead centralized risk team for Wealth Management Solutions overseeing governance, regulatory reporting, controls, policy, audit coordination, vendor/licensing oversight, and committee governance. Identify control gaps, drive remediation, liaise with Internal Audit, Compliance, Legal and regulators, and develop a team of risk professionals to promote risk awareness and continuous improvement.

Serve as primary contact for onboarding and ongoing engagement with financial institution partners. Coordinate training design, delivery, scheduling and registration; manage onboarding/terminations, reporting, due diligence, audits and special projects while building relationships with FI leadership to ensure successful partnerships.