Brian Mitchell
University of Arizona
Tell me more about Brian Mitchell?
Brian Mitchell is a highly experienced professional with 14.8 years of work experience in the financial services industry. He has a strong background in series 7, financial services, mutual funds, and retirement planning. Brian has held various managerial positions at Ameriprise Financial Services, Inc., including Manager - Brokerage Phone Operations and Team Leader - Brokerage Phone Operations. He is skilled in financial advisory, securities, trading, and wealth management. Brian is known for his leadership, team leadership, and performance management abilities. He is currently based in the United States.
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Emails and Phone Numbers
About
Manager - Brokerage Phone Operations at Ameriprise Financial Services, Inc. Past. Team Leader ... Ph.D, MetroPlan at Metro. Little Rock, Arkansas Area...
Work Experience
manager - brokerage phone operations
Senior Manager - Brokerage Phone Operations
Financial Advisor
Financial Services
Brian Mitchell's Professional Milestones
- Senior Manager - Brokerage Phone Operations (2009-12-01~2010-11-01): Streamlined phone operations, optimizing efficiency and client satisfaction while ensuring seamless connectivity across multiple platforms.
- manager - brokerage phone operations (2014-05-01~2016-08-01): Streamlined phone operations, optimizing efficiency, and reducing downtime for maximum customer satisfaction.
Education
History
599616000-788918400Skill
Series 7
Financial Services
Mutual Funds
Series 63
Finance
Retirement Planning
Financial Advisory
Securities
Trading
Wealth Management
Investment Advisory
Equity Trading
Retirement
Investments
Leadership
Team Leadership
Performance Management
Finra
Asset Allocation
Certification
Colleagues
Michelle Bzdok
Senior Digital Product Owner | Chief Sales And Marketing Officer
Robert Wallace
Financial Advisor/Franchise Owner at Heritage Advisory Group a financial advisory practice of Ameriprise Financial Services, LLC
Ganga Gopalakrishnan
Product Owner at Ameriprise Financial
Navdeep Singh
Certified Product Owner | Production Support Operations Manager | ITIL Expert | Service Delivery Manager | Certified Scrum Master | Project Management | Vendor Management | Servant Leader
Ankita Gupta
Product Owner
Other Named Brian Mitchell
Frequently asked questions
We found 1 Brian Mitchell's email addresses
We found 1 Brian Mitchell's phone numbers
Brian Mitchell's social media include: Linkedin,
Brian Mitchell works for Ameriprise Financial Services, LLC
Brian Mitchell's role in Ameriprise Financial Services, LLC is Senior Manager - Brokerage Phone Operations
Brian Mitchell works in the industry of Financial Services
Brian Mitchell's colleagues are Michelle Bzdok,Robert Wallace,Ganga Gopalakrishnan
Brian Mitchell's latest job experience is Senior Manager - Brokerage Phone Operations at Ameriprise Financial Services, LLC
Brian Mitchell's latest education in University of Arizona