Aj Helgerson
As a Practice Management Consultant my goal is to provide the best information possible in a form that... | Greater Minneapolis-St. Paul Area, Greater Minneapolis-St. Paul Area, United States
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Aj Helgerson’s Emails aj****@ma****.com
Aj Helgerson’s Phone Numbers 1415829****
Social Media
Aj Helgerson’s Location Greater Minneapolis-St. Paul Area, Greater Minneapolis-St. Paul Area, United States
Aj Helgerson’s Expertise As a Practice Management Consultant my goal is to provide the best information possible in a form that is immediately actionable to my partner advisors. This allows the advisors I work with three key advantages; 1) It allows the Advisor to provide the best client experience possible. 2) It allows the Advisor to enjoy a retention rate higher than their peers and competitors. 3) It allows them to grow their business or prospect without sacrificing their time commitment to their existing client base. Specialties: Practice Management, Consultative Sales Strategies, Emotional Intelligence, Portfolio Risk Assessment & Financial Product Implementation.
Aj Helgerson’s Current Industry Hartford Funds
Aj
Helgerson’s Prior Industry
Creative Artists Agency
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Merrill Lynch
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Riversource Asset Management
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Goldman Sachs Asset Management
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Advisors Asset Management
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Delaware Funds By Macquarie
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Hartford Funds
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Work Experience
Hartford Funds
Advisor Consultant
Sat Oct 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Delaware Funds By Macquarie
Regional Director
Tue Jul 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Advisors Asset Management
Regional Vice President
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Goldman Sachs Asset Management
Regional Consultant
Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Riversource Asset Management
Regional Sales Director
Thu Feb 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Financial Advisor
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Feb 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Creative Artists Agency
Agent Asst.
Mon May 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Apr 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Aj Helgerson Email Addresses
Aj Helgerson Phone Number
FAQ About Aj Helgerson
-
Aj Helgerson is located at
Greater Minneapolis-St. Paul Area, Greater Minneapolis-St. Paul Area, United States -
Aj Helgerson is a
As a Practice Management Consultant my goal is to provide the best information possible in a form that is immediately actionable to my partner advisors. This allows the advisors I work with three key advantages; 1) It allows the Advisor to provide the best client experience possible. 2) It allows the Advisor to enjoy a retention rate higher than their peers and competitors. 3) It allows them to grow their business or prospect without sacrificing their time commitment to their existing client base. Specialties: Practice Management, Consultative Sales Strategies, Emotional Intelligence, Portfolio Risk Assessment & Financial Product Implementation. Hartford Funds -
Aj Helgerson currently works in the
Hartford Funds -
Aj Helgerson specializes in
As a Practice Management Consultant my goal is to provide the best information possible in a form that is immediately actionable to my partner advisors. This allows the advisors I work with three key advantages; 1) It allows the Advisor to provide the best client experience possible. 2) It allows the Advisor to enjoy a retention rate higher than their peers and competitors. 3) It allows them to grow their business or prospect without sacrificing their time commitment to their existing client base. Specialties: Practice Management, Consultative Sales Strategies, Emotional Intelligence, Portfolio Risk Assessment & Financial Product Implementation. -
Aj Helgerson speaks the following languages:
No languages available. -
Aj Helgerson has prior experience in the following industries:
Hartford Funds , Advisors Asset Management , Goldman Sachs Asset Management , Riversource Asset Management , Merrill Lynch , Creative Artists Agency -
Aj Helgerson has the following professional experience:
Hartford Funds , Delaware Funds By Macquarie , Advisors Asset Management , Goldman Sachs Asset Management , Riversource Asset Management , Merrill Lynch , Creative Artists Agency . -
You can view Aj Helgerson’s
LinkedIn profile at LinkedIn URL. -
Aj Helgerson’s work email addresses are
[email protected] . -
Aj Helgerson works at
Hartford Funds
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