Jason Hanson

Current

Office Optimization Analyst at Ameriprise Financial Services, Inc.
President, Consultant at MN Excel Consulting

Past

Regional Sales Manager at Ameriprise Financial
Marketing Field Implementation Director at Ameriprise Financial
Regional Marketing Coordinator at Ameriprise Financial

Performance Analyst at Ameriprise Financial
Financial Advisor, Advisor Coach at Ameriprise Financial Advisors

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2 more...

Education

University of Saint Thomas - School of Business
Metropolitan State University

Recommended

11 people have recommended Jason

Connections

161 connections

Industry

Financial Services

Jason Hanson’s Summary

Expert Excel and Access analyst, financial services marketer, and multi-business entrepreneur. Direct experience with developing a sales force and leading by example. Turned MS Excel mastery into S-Corporation in order to help small businesses become more efficient and profitable. Plan on relocating within five years.

Jason Hanson’s Specialties:

FINRA Series 7, FINRA Series 66, MS Excel 2003 Expert Rating

Jason Hanson’s Experience

Office Optimization Analyst

Ameriprise Financial Services, Inc.

(Public Company; AMP; Financial Services industry)

July 2009 — Present (5 months)
President, Consultant

MN Excel Consulting

(Management Consulting industry)

August 2007 — Present (2 years 4 months)

Assist small businesses in creating, updating, and utilizing various Excel-based reports; Create macros, pivot tables, and other useful tools and shortcuts to streamline their processes.
Regional Sales Manager

Ameriprise Financial

(Public Company; AMP; Financial Services industry)

March 2009 — July 2009 (5 months)
Marketing Field Implementation Director

Ameriprise Financial

(Public Company; AMP; Financial Services industry)

August 2007 — March 2009 (1 year 8 months)

Assist financial advisors in creating a personalized marketing plan and held them accountable for attaining their personal and professional goals
Regional Marketing Coordinator

Ameriprise Financial

(Public Company; AMP; Financial Services industry)

January 2007 — March 2009 (2 years 3 months)

Responsible for coordinating franchise advisor marketing in western United States; Communicated changes and updates in marketing programs to thousands of advisors; Facilitated meetings with senior-level executives to understand and communicate various programs
Performance Analyst

Ameriprise Financial

(Public Company; 10,001 or more employees; AMP; Financial Services industry)

November 2005 — January 2007 (1 year 3 months)

Track and report results of retail mutual funds; compare fund performance to similar funds; conduct detailed analysis of each stock held in the funds; present reports to senior-level executives
Financial Advisor, Advisor Coach

Ameriprise Financial Advisors

(Public Company; 10,001 or more employees; AMP; Financial Services industry)

July 2004 — November 2005 (1 year 5 months)

Assisted clients in achieving their financial goals; Coached new advisors to help them become successful and independent; Promoted various products and services; Acquired clients via telephone and referrals; Analyzed complex financial information and made recommendations based on that analysis

Jason Hanson’s Education

University of Saint Thomas - School of Business

MBA , Marketing, Entrepreneurship , 2006 — 2008

3.33 GPA (4.0); Intense focus on Entrepreneurship and Marketing topics
Metropolitan State University

BA , Finance, Economics, Marketing , 2001 — 2004

3.65 GPA (4.0); Co-hosted 60-minute seminar on the topic of Corporate Culture; analyzed and researched various companies and their strategies, both past and present.; Researched and analyzed Best Buy, Incorporated for previous three fiscal years. Created report on current stock price and factors leading to their current market position ultimately leading to a buy, sell, or hold recommendation.Created spreadsheet for an acquisition and sale of fictional golf driving range. Included: sensitivity analysis, NPV, IRR, MIRR, and forecasts.