Business Project and Program Manager with extensive experience leading enterprise initiatives in Learning and Development and Field Operations. Expertise in managing project scope, stakeholder communications, and delivering executive-level reports to drive organizational success.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Business Project Manager – Learning & Development
Ameriprise Financial Services, LLC
Minneapolis, MN
03.2020 - 05.2026
Led design and launch of industry-recognized national designation for military personnel and veterans, creating a 2-year strategic roadmap.
Directed enterprise-level learning and development initiatives alongside field operations.
Managed project scope, timelines, risks, dependencies, and stakeholder communications effectively.
Coordinated cross-functional teams to execute change initiatives and implement systems, ensuring alignment with project goals.
Oversaw multi-year enterprise field initiative communications, pilot execution, risk management, and executive reporting aligned to corporate strategy.
Managed marketing workstream for major acquisition, mitigating 25 risks and delivering 15 technology launches within nine months.
Delivered executive-ready reports, dashboards, and status updates to inform leadership.
Introduced standardized executive project status reporting to improve transparency and facilitate informed decision-making.
Developed project plans and timelines to guide execution phases.
Managed project budgets and allocated resources to align with strategic objectives.
Coordinated the efforts of multiple teams across departments to ensure successful completion of projects.
Business Program Manager – Field Implementation
Ameriprise Financial Services, LLC
Minneapolis, MN
01.2018 - 03.2020
Directed large-scale field implementation and program initiatives, resulting in streamlined operations.
Provided operational leadership for compliance and technology-driven changes supporting seamless field implementation.
Defined program scope, critical paths, and contingency plans to align strategic objectives with operational execution.
Established governance and tracking frameworks to enhance project execution and accountability.
Coordinated cross-functional teams for aligned project objectives and improved communication.
Developed project plans and timelines utilizing industry-standard tools.
Managed program schedules and resources for financial service initiatives.
Delivered over 100 Salesforce CRM webinars to promote user adoption.
Senior Field Implementation & Growth Coordinator
Ameriprise Financial Services, LLC
Minneapolis, MN
12.2012 - 12.2017
Coordinated programs that enhanced field operations and drove growth initiatives.
Managed the Department of Labor (DOL) program portfolio encompassing 15+ projects and 42+ initiatives across multiple teams, identifying risks, gaps, and dependencies within complex schedules.
Delivered new processes, tools, communications, and resources with 99%+ accuracy, supporting a large‑scale program redesign and rollout.
Implemented virtual learning strategies that achieved 70%+ engagement across field webinars, improving satisfaction, retention, and innovation.
Facilitated training delivery and managed documentation for effective rollout communications.
Coaching Coordinator – Practice Management & Growth
Ameriprise Financial Services, LLC
Minneapolis, MN
05.2010 - 11.2012
Coordinated scheduling, reporting, analytics, and communications, enhancing program efficiency and stakeholder alignment.
Reduced reporting turnaround time from days to hours by validating data and streamlining reports.
Acted as key field liaison, resolving issues promptly and delivering high-quality support to advisors and leaders.
Provided administrative and operational support for coaching programs, facilitating smooth execution and participant engagement.
Project Coordinator and Middle Learning & Development Specialist at EPAM SYSTEMSProject Coordinator and Middle Learning & Development Specialist at EPAM SYSTEMS