My territory
Atlantic Region: Delaware, Maryland, New Jersey, New York, Eastern Pennsylvania, Virginia, Connecticut
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Atlantic 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, 2018, 2023
Other interests
- Spending time with my family and international travel
- Golf and competitive waterskiing
- Published author
Responsibilities
Alexis provides administrative and operational support, and also coordinates meetings, training and seminars. Alexis is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Responsibilities
Ed 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 his team and resources from Ameriprise.
Responsibilities
Sarah specializes in helping advisors drive practice results through new business opportunities. She is the primary point of contact for increasing assets and revenue through product solutions. Additionally, she works with advisors on strategies to move up market and go deep with their best clients.
Responsibilities
Susan 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
For advisors interested in growing their client acquisition business and improving their marketing strategies, Robert coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media.
For advisors interested in growing their financial planning business, Robert works with advisors to create a systematic process for their practice. He helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.
Responsibilities
Amber is responsible for ensuring that advisors have access to resources to run and grow their practice. She accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.
Responsibilities
Kevin 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 his team and resources from Ameriprise.