Leadership Overview
Ameriprise Financial has 10 executives leading key functions including strategy, finance, operations, and technology.
Driven by a commitment to client success, Ameriprise Financial empowers individuals to feel confident about their financial future through comprehensive planning and advice, solidifying its position as a trusted leader in the financial services industry.
Driven by a commitment to client success, Ameriprise Financial empowers individuals to feel confident about their financial future through comprehensive planning and advice, solidifying its position as a trusted leader in the financial services industry.
Leadership Roles at Ameriprise Financial
James Cracchiolo - Chief Executive Officer & Chairman
James Cracchiolo, the Chief Executive Officer & Chairman at Ameriprise Financial, directs the company's overarching strategy and corporate governance. Overseeing all major business units, Cracchiolo ensures alignment with the mission to help clients feel confident about their financial future. This leadership role involves driving growth initiatives and maintaining the integrity of financial planning and advice services. By fostering strong relationships with stakeholders and the board, James Cracchiolo guides the firm through evolving market conditions, reinforcing its status as a longstanding leader in the finance industry. The executive's focus remains on enhancing shareholder value and delivering exceptional client outcomes across North America.
Timothy Werner - Chief Executive Officer, Legacy Private Wealth Group
Timothy Werner, the Chief Executive Officer, Legacy Private Wealth Group at Ameriprise Financial, leads a specialized division focused on high-net-worth client services. Overseeing the strategic direction and operational execution of Legacy Private Wealth Group, Werner ensures the delivery of personalized financial planning and advice. This leadership role involves driving business development and client acquisition within this key segment, reinforcing Ameriprise Financial's commitment to comprehensive wealth management. By fostering a client-centric approach, Timothy Werner enhances the group's ability to help individuals achieve financial confidence. The Chief Executive Officer's focus is on expanding market reach and deepening client relationships across the United States.
Michael Mattox - Chief Financial Officer
Michael Mattox, the Chief Financial Officer at Ameriprise Financial, manages the company's financial health and strategic fiscal planning. Overseeing all financial operations, Mattox ensures robust capital management and accurate financial reporting, critical for maintaining client trust and investor confidence. This role involves developing financial strategies that support long-term growth and operational efficiency across the organization. By collaborating with other executive leaders, Michael Mattox drives initiatives aimed at optimizing resource allocation and enhancing profitability. The Chief Financial Officer's oversight extends to budgeting, forecasting, and risk management, ensuring the firm's financial stability and compliance with regulatory standards in the United States.
Amanda Schneider - Vice President and Chief of Staff - Chief Financial Officer Office and FLDP and ALDP Programs
Amanda Schneider, the Vice President and Chief of Staff - Chief Financial Officer Office and FLDP and ALDP Programs at Ameriprise Financial, manages critical financial programs and provides executive support. Overseeing the Financial Leadership Development Program (FLDP) and Advanced Leadership Development Program (ALDP), Schneider cultivates future financial leaders for the firm. This role involves strategic planning and execution within the Chief Financial Officer's office, ensuring program effectiveness and alignment with corporate goals. By driving these development initiatives, Amanda Schneider contributes to the long-term talent pipeline and operational strength of Ameriprise Financial. The focus remains on enhancing leadership capabilities to support the company's mission.
Sarah Heinen - Chief Operating Officer
Sarah Heinen, the Chief Operating Officer at Ameriprise Financial, directs the operational efficiency and scalability of the company's core business functions. Overseeing day-to-day operations, Heinen implements strategies to streamline processes and enhance service delivery, directly supporting the firm's mission of client confidence. This leadership position involves managing critical infrastructure and operational teams to ensure seamless execution of financial planning and advice services. By focusing on operational excellence, Sarah Heinen drives improvements in productivity and cost management across the enterprise. The Chief Operating Officer's responsibilities include optimizing workflows and technology adoption to maintain Ameriprise Financial's competitive edge in the finance sector.
Timothy Barber - Chief Operating Officer & Integrator
Timothy Barber, the Chief Operating Officer & Integrator at Ameriprise Financial, drives operational synergy and process integration across business units. Overseeing the seamless execution of company-wide initiatives, Barber ensures that operational strategies directly support the firm's mission of client financial confidence. This leadership position involves harmonizing diverse operational functions to enhance efficiency and client service delivery. By focusing on integration and operational excellence, Timothy Barber strengthens Ameriprise Financial's ability to provide comprehensive financial planning and advice. The Chief Operating Officer's role is crucial in aligning operational activities with overarching corporate goals in the United States.
Kimberly Holubec - Chief of Staff
Kimberly Holubec, the Chief of Staff at Ameriprise Financial, provides strategic support and operational coordination across executive functions. Overseeing key initiatives and cross-departmental projects, Holubec ensures alignment with the company's strategic objectives and mission. This role involves facilitating communication and driving execution of critical programs that enhance client confidence and financial advice delivery. By acting as a central point of contact for the executive team, Kimberly Holubec optimizes decision-making processes and resource deployment. The Chief of Staff's contributions are vital to maintaining operational momentum and supporting the overall leadership philosophy of Ameriprise Financial in the United States.
Jolene Henderson - Senior Project Coordinator & Chief Information Officer, Office of
Jolene Henderson, the Senior Project Coordinator & Chief Information Officer, Office of at Ameriprise Financial, manages critical technology projects and information systems. Overseeing the implementation of IT strategies, Henderson ensures the security and efficiency of the company's digital infrastructure, supporting the delivery of financial advice. This role involves coordinating complex projects that enhance operational capabilities and client experience. By driving technological advancements, Jolene Henderson contributes to Ameriprise Financial's ability to adapt to evolving market demands and maintain a competitive edge. The Chief Information Officer's focus is on leveraging technology to support the firm's mission and strategic objectives.
Gerard Smyth - Executive Vice President & Chief Information Officer, At Ameriprise Financial
Gerard Smyth, the Executive Vice President & Chief Information Officer, At Ameriprise Financial, directs the company's technology vision and digital transformation efforts. Overseeing the development and implementation of innovative IT solutions, Smyth ensures robust technological infrastructure that supports client services and operational efficiency. This critical role involves leading teams that manage data security, system architecture, and digital platforms, directly contributing to Ameriprise Financial's mission. By driving technological advancement, Gerard Smyth enhances the firm's capacity to deliver personalized financial advice and maintain a competitive advantage. The Chief Information Officer's strategic focus is on leveraging technology to empower clients and advisors.
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Kathie Wilson - Director, Communications & Chief Information Officer, Office
Kathie Wilson, the Director, Communications & Chief Information Officer, Office at Ameriprise Financial, bridges strategic communication with technology leadership. Overseeing internal and external communications, Wilson ensures consistent messaging that reinforces the company's mission and values. Concurrently, as Chief Information Officer, Wilson manages critical aspects of the IT office, supporting operational needs and technological integration. This dual role allows for a holistic approach to information management and strategic outreach, enhancing Ameriprise Financial's brand presence and operational effectiveness. The focus remains on aligning communication strategies with technological capabilities to foster client confidence and support business objectives.
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Frequently Asked Questions Regarding Ameriprise Financial Top Executives and Leadership Team
