Todd Ostendorf
Avon,MN
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
30
30
years of professional experience
Work History
Property Manager
INH Property Management
Waite Park, MN
07.2022 - Current
- Ensured that all rent payments were collected on time by following up with delinquent tenants.
- Implemented cost-cutting measures where appropriate in order to reduce overhead costs without compromising quality standards.
- Coordinated with vendors for the procurement of services such as repairs, renovations, landscaping.
Financial Advisor
Ameriprise Financial
Minneapolis, Minnesota
09.1994 - 03.2018
- Identified new business opportunities through networking events or referrals from existing clients.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Provided advice on tax-advantaged investment opportunities.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Developed financial plans and strategies tailored to clients' individual needs.
- Implemented asset allocation models designed to maximize returns while minimizing risks.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
Education
Certified Financial Planner - Financial Planning
CFP Board of Standards
Washington, DC09-1999
Bachelor of Science - Marketing
St. Cloud State University
Saint Cloud, MN05-1993
Associate of Arts - Generals
Normandale Community College
Minneapolis, MN05-1990
Skills
- Staff Management
- Database Management
- Property Management
- Contract Negotiation
- Grounds Maintenance
- Maintenance Scheduling
- Tenant relations
- Vendor Management
- Property Inspections
- Maintenance knowledge
- Customer service-focused
- Financial budgeting and reporting
- Leasing and sales
- Lease Renewals
Timeline
Property Manager
INH Property Management
07.2022 - Current
Financial Advisor
Ameriprise Financial
09.1994 - 03.2018
Certified Financial Planner - Financial Planning
CFP Board of Standards
Bachelor of Science - Marketing
St. Cloud State University
Associate of Arts - Generals
Normandale Community College
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