Sony Malhotra

Sony Malhotra is an accomplished professional in the financial services industry, currently serving as Vice President of Service & Operations at Ameriprise Financial Services, Inc. since August 2006. Under this role, Sony led a significant transformation, merging three independent teams to create a best-in-class organization, optimizing operations across multiple sites, including Minneapolis, Vegas, and India. Noteworthy achievements include implementing digital solutions that reduced new business staffing requirements by 58% and improved operational metrics significantly. Prior to Ameriprise, Sony held various positions at U.S. Bancorp Investments, Inc., culminating in the role of Assistant Vice President, where essential oversight of brokerage operational teams was maintained. Sony holds an MBA from the UMN Carlson School of Management and a Bachelor's degree in Finance from the University of Minnesota.