Teddi Jo Paulson joins Legacy Financial Partners
Paulson will identify training needs and map out development plans for teams and individuals.
Teddi Jo Paulson has joined Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services LLC, as a divisional manager and training coordinator.
In this role, Paulson will support the practice by identifying training needs and mapping out development plans for teams and individuals. In conjunction she will lead divisions of the company where she evaluates performance and develops strategies for improvement, ensuring compliance to policies and procedures are maintained by team members.
Paulson graduated from the University of Jamestown with a degree in Business Administration and Management. She obtained her Master of Business Administration from the University of Mary. She has 17 years of experience in the financial services industry.
As a private wealth advisory practice, Legacy Financial Partners provides financial advice that is anchored in an understanding of client needs and expectations and provided in one-on-one relationships with clients. For more information, call 701-252-1271 or visit the Ameriprise office at 118 1st St. East, Jamestown.