Ann Hustad
Minneapolis,MN
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
44
44
years of professional experience
Work History
VP Weath Manager
Morgan Stanley, Wealth Management
Minneapolis, MN
10.1979 - 06.2023
- As the Senior Financial Advisor on a team of 4 professionals, my role encompassed client facing relationships. We established financial plans individually developed for each client. We developed investment strategies for each client. Additionally we monitored the portfolios to ensure they were tracking with client objectives.
- Provided leadership during times of organizational change by managing transitions effectively.
- Coached subordinates on professional development topics such as communication skills and problem solving techniques.
- Devised effective business strategies to capitalize on emerging market trends.
- Orchestrated successful team and customer events to drive engagement, satisfaction and loyalty.
Education
Bachelor of Science - Sociology
Arizona State University
Tempe, AZ06-1975
Skills
- Problem-Solving
- Team Management
- Decision-Making
- Time Management
- Attention to Detail
- Supervision and leadership
- Flexible and Adaptable
- Public Speaking
- Teamwork and Collaboration
- Communication
- Analytical and Critical Thinking
Accomplishments
- Financial Planning Specialist
- Top Women in Finance 2019
- Consulting Group University
Timeline
VP Weath Manager
Morgan Stanley, Wealth Management
10.1979 - 06.2023
Bachelor of Science - Sociology
Arizona State University