A diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024.
The Senior Director of Advisor Consulting is a key member of the Advisor Consulting & Development program for the intermediary distribution channel at Columbia Threadneedle Investments. The mission of the program is to be a valued partner bringing education, insights, and resources to financial advisors to better serve their clients and strengthen and grow their practices.
A diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024.
Ameriprise Financial Services, LLC