Financial Planning Wealth Management

Muhyadin Abdullahi

*******************@*****.*** 612-***-****

EDUCATION

Augsburg University – Bachelor of Business Administration, Management Information System, International Business

PROFESSIONAL EXPERIENCE

Ameriprise Financial, Inc., Minneapolis, MN Jun. 2023 – Present

Advice and Wealth Management (AWM) Leadership Development Program (LDP) Associate

18-month rotational program focusing within Advice and Wealth Management

Reporting & Analytics- Advisor Business Development Group

Supported the centralization and partial automation of our Financial Planning teams content inventory by leveraging Power Apps, Power Automate and SharePoint to enhance business continuity and streamline team workflows.

Facilitated cross-functional alignments by standardizing business process flows across different partners, improving our collaboration and driving efficiency through data storytelling with Power BI!

Advice Operations - ABDG Jan. 2024 – Jun. 2024

Led the enhancement of the Ameriprise Financial Planning Services platforms, by identifying key areas for improvements by collaborating with both internal/external stakeholders as well as using tools such as PowerPoint, and Excel which resulted in streamlined processes that improved service delivery and advisor efficiency.

Supported initiatives to drive growth among advisors so that clients benefit from meaningful financial planning conversation advice.

Organized and documented project initiatives, ensuring that all team members had access to up-to-date information and resources, which improved overall project efficiency and execution.

EAR - Experience Advisor Recruiting Jun. 2023 – Dec.2023

Created the best practices for marketing by broadcasting retail messages to recruit potential advisors to the firm. As well as preparing dynamic lists for our S&E team to make dials off.

Initiated contact with potential recruits through phone call, emails, and meetings. Partnered with each of the departments in EAR to build relationships and generate interest in Ameriprise’s value proposition.

US Bank, Saint Paul, MN

Technology Services Intern Jun. 2022 – Aug. 2022

Provided technical support and troubleshooting for hardware, software, and networking issues, ensuring timely resolution, and minimizing downtime for end-users.

●Administered and maintained systems, applications, and databases, performing routine maintenance, backups, and updates to ensure optimal performance and security.

●Assisted with project planning, scoping, and estimation, and contributed to project execution and delivery according to established timelines and budgets.

UPS, Minneapolis, MN

Package Handler Nov 2019 – May 2022

●Sorted, scanned, and loaded packages onto delivery trucks according to established procedures and safety guidelines.

●Operated various types of material handling equipment, such as hand trucks, pallet jacks, and forklifts, to move and transport packages into cargo jets.

●Ensured package integrity by inspecting for damage and verifying shipping information, including package weight and dimensions.

INVOLVEMENT

Campus Recruiting Aug. 2023 – Present

Recruited at various Twin Cities colleges and universities for the AWM Internship and Leadership Development Program

Conducted first round interviews and provided hiring guidance.

YPN:

TECHNICAL/NON-TECHNICAL SKILLS

Microsoft Suite

Salesforce

Analytical Reporting

Power Apps

Customer Service

Project Management

Detail oriented and organized.

Problem Solving

Bilingual in English and Somali

Strong written and verbal communication

Prioritization and Time Management

Contact this candidate