Kelly Windorski

Kelly Windorski

Chief Financial Officer at Wealth Enhancement Group
Minneapolis, Minnesota, United States

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Work Experience

Wealth Enhancement Group

Chief Financial Officer

2016-05-01 - Present

New Paradigm Group LLC

Co-Founder, Managing Director | Financial, Operational, Management Consulting | Project Management

2015-07-01 - 2016-05-01

Ameriprise Financial Services, Inc.

VP, Assistant Treasurer | Treasury Operations, Capital and Liquidity Optimization, Risk Management

2011-12-01 - 2015-06-01

Securities America, Inc. Member FINRA/SIPC

Chief Financial Officer | Strategic Transformation, Risk Management, Financial Due Dilligence

2010-06-01 - 2011-11-01

Ameriprise Financial

VP, Lead Financial Officer - Advice & Wealth Mananagement | Business Transformation, M&A

2006-03-01 - 2010-05-01

American Express Financial Advisors

Manager - Corporate Decision Analysis

2003-04-01 - 2004-01-01

Skills

financial planning investment management tax strategies risk management insurance estate planning group retirement plan consulting retirement income planning

Languages

English