My territory
Indiana, Kentucky, Maine, Massachusetts, Michigan, New Hampshire, Upstate New York, Ohio, Eastern Pennsylvania, Vermont, West Virginia
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Northern States Region, I am focused on helping advisors in my region provide an outstanding client experience and achieve industry-leading growth for their practices, as well as recruiting new and high potential advisors to join the firm.
Career highlights
- Ameriprise Outstanding Leader Award, 2015
Other interests
- Spending time with family
- Cross Fit, swimming, sports
Responsibilities
Phyllis provides administrative and operational support, and also coordinates meetings, training and seminars. Phyllis is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Responsibilities
Shannon creates and executes strategies that facilitate achievement of overall growth and the Region plan. Responsibilities include strategic business planning and financial management; both direct and influential leadership of advisors, leaders, and staff across the region branch offices; and human resource leadership.
Responsibilities
Peter is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from her team and resources from Ameriprise.
Responsibilities
Phil specializes in helping advisors drive growth through new business opportunities. He is the primary point of contact for increasing assets and revenue through product solutions. Additionally, he works with advisors on strategies to move up market and go deep with their best clients.