2011 -2013 Operations Manager: Margin Lending, Pledge Loans and Employee Stock Option Department @
2011 -2013 Operations Manager: Margin, Pledge Loans and Employee Stock Option Department @
2009 -2011 Margin Department Team Lead @
2009 -2009 Senior Associate Margin Specialist @
2006 -2009 Senior Associate Cash Specialist @
Grant Melquist Education
Minnesota State University, Mankato
Bachelor of Science (Marketing)
UMN Carlson School of Management
MBA (Finance)
Grant Melquist Skills
Investments
Management
Leadership
Financial Services
Securities
Banking
Credit
Customer Service
Equities
Finance
Financial Analysis
Loans
Microsoft Excel
Mutual Funds
Portfolio Management
Operations Management
Process Improvement
Sales
Microsoft Office
Series 7
Team Leadership
Wealth Management
Grant Melquist Summary
Grant Melquist, based in Saint Paul, MN, US, is currently a Sr. Director - Complex Product Management— Wealth Management at Ameriprise Financial Services, LLC. Grant Melquist brings experience from previous roles at Ameriprise Financial Services, Inc. and U.S. Bank. Grant Melquist holds a Bachelor of Science in Marketing @ Minnesota State University, Mankato. With a robust skill set that includes Investments, Management, Leadership, Financial Services, Securities and more. Grant Melquist has 2 emails and 2 mobile phone numbers on RocketReach.
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