Andrew Pudwill
Sales Consultant
Minneapolis,MN
Summary
Skilled Financial Specialist focused on maximizing success through effective use of advisor support, relationship management, and sales consultation abilities. Top-notch communicator with excellent time management, administrative and customer service skills.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Product Consulting Specialist
Ameriprise Financial
01.2018 - Current
- Tasked with increasing sales, net flows, and completing advisor contact campaigns.
- Promote products to help create awareness of new and better ways of doing business.
- Find suitable solutions, among all products, catered specifically to client’s needs.
- Facilitate book of business reviews for advisors to increase efficiency and sales.
- Connect with advisors utilizing Salesforce notes to create meaningful relationships.
- Educate advisors on advanced products through Teams/Skype screen sharing and other presentation software.
- Manage the Wealth Management Solutions inbox and facilitate prompt responses from appropriate sources.
- 2024 Voice of the Customer Award
- 2026 Q2 Individual Excellence Award
Client Trades Associate
Ameriprise Financial
01.2016 - 12.2017
- Accept client and advisor calls to educate on policies, place trades, and perform money movement requests.
- Demonstrate high quality customer service when interacting with callers.
- Continually provided feedback for clarifying internal documents on policies and procedures to make sure callers received consistent experience.
- Analyzed cases for unfinished outbound transfers to execute manual trades in BETA Host.
- Coach new associates on best practices and skills to improve workload and client interactions.
Manager
Doolittle's Woodfire Grill
09.2014 - 07.2015
- Executed daily floor plans, adjusting optimally based on personnel.
- Utilized engaging visualization to increase functionality and find opportunities.
- Achieved a 30% decrease in labor while increasing employee efficiency.
- Wrote the server schedule to maximize strengths and minimize weaknesses.
- Maximized efficiency with computer programs like Excel, Compeat, Aloha, and Hotschedules to better understand and impact profit & loss.
Corporate Trainer, Server
Doolittle's Woodfire Grill
03.2013 - 09.2014
- Led training program for wait staff at Doolittles Madison location, ensuring adherence to proper procedures and professional demeanor.
- Collaborated with staff to foster a cohesive team environment, enhancing overall restaurant operations.
- Offered friendly service to guests while anticipating their needs.
- Elaborated and sold exclusive menu items and addons to enhance dining experience.
- Showed teamwork by working in unison with all the aspects of the restaurant.
Education
B.S. -
Bethel University
United States of AmericaB.S. - undefined
University of North Dakota
United States of AmericaSkills
Customer relationships
Analytical thinking
Problem solving
Time management
Priority tasking
Teamwork and collaboration
Certification
Series 7, Series 66
Timeline
Product Consulting Specialist
Ameriprise Financial
01.2018 - Current
Client Trades Associate
Ameriprise Financial
01.2016 - 12.2017
Manager
Doolittle's Woodfire Grill
09.2014 - 07.2015
Corporate Trainer, Server
Doolittle's Woodfire Grill
03.2013 - 09.2014
B.S. - undefined
University of North Dakota
B.S. -
Bethel University