Ameriprise Financial
Dan Burns, MBA, CTP, possesses extensive experience in financial services, currently serving as Senior Manager for Wealth Management Services Research, Innovation, and Development at Ameriprise Financial Services, Inc. since September 2017. In this role, Dan implements asset allocation tools and oversees the asset allocation policy. Prior to this, Dan held positions at Wells Fargo as Senior Performance Analyst - Team Lead, focusing on performance measurement for institutional clients, and at Robert Half Management Resources, where responsibilities included monitoring fixed income trade activity and managing cash positions as a Senior Treasury Analyst. Additional experience includes serving as Senior Treasury Analyst for the ELCA Board of Pensions and working as a Financial Analyst at Allianz. Dan earned an MBA in Finance and a BA in Business Management from the University of St. Thomas.
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