Prospect Development Analyst
Concordia University, St. Paul
Q. How long have you been an Apra-MN member?
A. Five years. The colleague I replaced encouraged me to become a member. However, my first experience with Apra was before I joined. I attended a workshop on advanced wealth management techniques which jump started my interest in prospect development.
Q. What do you enjoy most about Apra-MN?
A. I really enjoy the community. I don't have to explain the passion I have for my career because it is shared by those around me.
Q. What do you like most about your career?
A. I like that I get to integrate technology into my career. Software platforms have to adapt to stay competitive. I get to innovate along with them as new options are made available.
Prospect management was my least favorite task until we migrated it to a new platform. The end result is a far more efficient process, but the project from the start was challenging and engaging.
Q. Best piece of advice you've received?
A. Invest in the tools that are needed for a project. Over time, you'll amass the wisdom and confidence to approach new challenges and have the tools to overcome them.