Lori Arrell
Minneapolis,MN
Summary
Accomplished at Ameriprise Financial, I leveraged strategic planning and exceptional relationship-building skills to enhance operational efficiency and client satisfaction. My leadership across various roles drove significant process improvements and fostered collaborative team environments, achieving notable business development successes and cost savings.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Vice President of Operations-Center of Excellence
Ameriprise Financial
05.1988 - 12.2023
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
- Streamlined operations by identifying inefficiencies and implementing process improvements.
- Supported project management team for optimal performance.
- Managed cross-functional teams to ensure seamless collaboration for optimal business outcomes.
- Cultivated strong relationships with clients, vendors, and partners for mutually beneficial collaborations.
- Increased company profits through performance optimization strategies and efficiency improvements.
- Supported Executive Team in reviewing, identifying, and prioritizing strategic initiatives.
- Set clear goals to monitor targets and offered real-time input on performance and motivation.
- Prepared annual budgets with controls to prevent overages.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Vice President - Sales Consulting Group
Ameriprise Financial
08.1998 - 07.2007
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Established performance goals for department and provided methods for reaching milestones.
- Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
- Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
- Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
- Directed marketing strategies to increase brand awareness, generate leads, and grow market share within highly competitive industries.
Senior Process Consultant
Ameriprise Financial
01.1994 - 03.1995
- Leveraged advanced analytics tools to monitor progress and inform strategic business decisions effectively.
- Collaborated with key stakeholders to align organizational goals with process improvement initiatives.
- Provided in-depth training sessions for employees on updated processes and procedures.
- Boosted client satisfaction ratings through timely issue resolution and proactive communication efforts.
Client Service Representative
Ameriprise Financial
05.1988 - 03.1992
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Responded to customer calls and emails to answer questions about products and services.
Flight Attendant-Corporate Jet
Ameriprise Financial
01.1989 - 01.1991
- Demonstrated flexibility and adaptability amidst schedule changes, delays, or challenging situations while maintaining a positive attitude.
- Maintained a safe cabin environment by conducting pre-flight safety checks and adhering to FAA regulations.
- Handled medical emergencies calmly and competently following established protocols while liaising with the cockpit crew as needed.
- Enhanced passenger satisfaction by providing exceptional in-flight service and addressing individual needs.
Team Leader - Service Delivery
Ameriprise Financial
03.1986 - 09.1989
- Established and maintained a culture of excellence within the team, setting high expectations for performance and accountability.
- Incorporated best practices in service delivery management into daily routines, resulting in better decisionmaking.
- Delivered results-driven solutions that improved operational efficiency while meeting or exceeding client expectations.
- Conducted regular meetings with the team to review progress, address challenges, and align goals for successful outcomes.
Education
University of Minnesota - Twin Cities
Minneapolis, MNSkills
- Strategic planning and execution
- Organizational Development
- Cost analysis and savings
- Business Development
- Relationship Building
Certification
FINRA Licensed Securities Licenses
-General Licenses Series 7
-Managing Principle License Series 24
Additional Information
Etiquette for Excellence - Owner
Timeline
Vice President - Sales Consulting Group
Ameriprise Financial
08.1998 - 07.2007
Senior Process Consultant
Ameriprise Financial
01.1994 - 03.1995
Flight Attendant-Corporate Jet
Ameriprise Financial
01.1989 - 01.1991
Vice President of Operations-Center of Excellence
Ameriprise Financial
05.1988 - 12.2023
Client Service Representative
Ameriprise Financial
05.1988 - 03.1992
Team Leader - Service Delivery
Ameriprise Financial
03.1986 - 09.1989
University of Minnesota - Twin Cities