Amy Erickson Stahl
Cambridge,MN
Summary
Dynamic Operations Expert with 25+ years in customer service at Ameriprise Financial, specializing in estate administration and financial compliance. Proven track record in streamlining workflows and enhancing productivity, while providing compassionate support to beneficiaries. Adept at navigating complex regulatory requirements and mentoring teams for operational excellence. Skilled in team collaboration, resource management, and strategic planning. Known for reliability and adaptability in dynamic environments. Strong focus on achieving results through effective communication, problem-solving, and leadership.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Operations Expert, Life Events
Ameriprise Financial
08.2000 - Current
- Detail-oriented professional with extensive experience in estate settlement and change of ownership processes, probate administration, and fiduciary compliance. Skilled in managing complex estates, coordinating with legal and financial advisors, and ensuring timely and accurate distribution of assets. Adept at navigating regulatory requirements and providing compassionate support to beneficiaries during sensitive transitions.
- Streamlined operational workflows to enhance efficiency and reduce delays in project execution.
- Implemented process improvements that increased productivity across multiple departments.
- Mentored junior staff on best practices for operational excellence and team collaboration.
- Analyzed performance data to identify trends and recommend strategic adjustments to operations.
Education
No Degree - AA
Eastern Gateway Community College
Steubenville, OHSkills
- Property settlement asssitance for beneficiaries going through the complex and emotional process of estate settlement or divorce
- Estate administration expertise with legal requirements for settling assets and following the wishes of the decedents and courts
- Financial compliance assurance following state and federal laws related to the complex processing of the decedent's assets
- Understanding regulatory requirements related to complex estate settlement processes
- 25 years in customer service
Certification
- Licensed Series 6
Timeline
Operations Expert, Life Events
Ameriprise Financial
08.2000 - Current
No Degree - AA
Eastern Gateway Community College