Brian M.

Background

About Brian M.

As a Practice Manager at Ameriprise Financial Services, LLC, I oversee the daily operations and client relations of a leading wealth management firm. I have more than 8 years of experience in the financial industry, with expertise in problem solving, customer relationship management (CRM), and collaborative problem solving. I am passionate about creating a positive and productive work environment, where everyone can contribute to the success of our clients and our company. I believe in coffee, conversation, and collaboration to achieve short and long-term goals. I also have competence in the Japanese language and culture, which enables me to communicate effectively with diverse and international stakeholders. I have recently completed the Outlook Essential Training (Microsoft 365) certification, which demonstrates my commitment to continuous learning and improvement.