Theresa has more than 15 years of experience in financial services working for UBS Asset Management, ABN AMRO and, most recently, Ameriprise Financial. Before joining Cerity Partners, Theresa was Vice President of Advice and Wealth Management at Ameriprise Financial. She has a broad understanding of the Wealth Management business with experience in Marketing, Products and Finance. Career highlights include leading teams to meet evolving business needs, developing strategies to improve business processes, engaging cross-functional resources to achieve project goals, and creating KPI metrics, analysis and reporting to drive growth and mitigate risk.
Theresa received her Bachelor of Science in Accounting from the University of Nebraska. She received her Master of Business Administration (MBA) in Finance and Strategic Management from Northwestern University, Kellogg School of Management. She currently holds Series 7 and 24 licenses.