2008 -2009 Senior Vice President of Business Development @ Venio, LLC
2000 -2008 Director @ Ameriprise Financial
2002 -2004 Manager and Team Lead @ Ameriprise Financial Services, Inc.
2000 -2002 Team Lead @ Ameriprise Financial Services, Inc.
1997 -1999 Senior Case Manager @ Prudential Select Brokerage
1994 -1997 Vice President -financial advisor @ Business and Estate Consultants
1983 -1995 Financial Advisor, Sales Management @ Mutual of Omaha
Lisa Andersen Education
University of Minnesota - Carlson School of Management
(Minnesota Executive Program)
2004-2005
Bryn Mawr College
ChFC (Chartered Financial Consultant)
1989-1992
Lisa Andersen Skills
Management Consulting
Financial Analysis
Financial Services
Cross-functional Team Leadership
Series 7
Operations Management
Relationship Management
Sales Management
Sales
Budgets
Finance
New Business Development
Business Process
Forecasting
Process Improvement
Talent Management
Change Management
Management
Strategic Planning
Product Development
Leadership
Insurance
Call Centers
Marketing
Six Sigma
Customer Satisfaction
Vendor Management
Risk Management
Business Process Improvement
Cross Functional Team Leadership
JavaScript
SQL
Project Management
Public Speaking
Business Analysis
Lisa Andersen Summary
Lisa Andersen, based in Saint Paul, MN, US, is currently a Financial Advisor at Edward Jones. Lisa Andersen brings experience from previous roles at The Hartford, Wells Fargo, Venio, LLC and Ameriprise Financial. Lisa Andersen holds a 2004 - 2005 University of Minnesota - Carlson School of Management. With a robust skill set that includes Management Consulting, Financial Analysis, Financial Services, Cross-functional Team Leadership, Series 7 and more. Lisa Andersen has 2 emails and 2 mobile phone numbers on RocketReach.
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