10 Ameriprise Financial operations leaders
Director - Complex Operations, Director - Managed Account Operations, VP & Head of Advice & Wealth Management Ops and Chief Operating Officer | Ameriprise Bank are among the titles that Ameriprise Financial operations leaders on this page hold or have held. A reader can learn how operations leaders work at Ameriprise Financial from people who have held the role.
Professionals to explore
Amy Ryan
LinkedInExperience: Director - Managed Account Operations · Ameriprise Financial Services, LLC
Amy Ryan lists Director - Managed Account Operations at Ameriprise Financial Services, LLC as a current role dating from 1995 and uses the headline Vice President - Managed Account Operations at Ameriprise Financial Services, Inc. Amy Ryan is based in the Greater Minneapolis-St. Paul Area.
Dan Reed
LinkedInExperience: Chief Operating Officer | Ameriprise Bank · Ameriprise Financial Services, LLC
Dan Reed has been Chief Operating Officer | Ameriprise Bank at Ameriprise Financial Services, LLC since August 2026 and was General Manager | Head of Lending & Liquidity Solutions | Ameriprise Bank there from 2021 to 2026. Dan Reed was General Manager | Lending Products | Amerirpise Bank at Ameriprise Financial Services, LLC from 2018 to 2021 and Vice President | Banking | Lending | Trust at AAA-The Auto Club Group from 2015 to 2018.
Dana Bahr-Deibert, BFA™️
LinkedInExperience: Senior Director - AAG Operations · Ameriprise Financial Services, LLC
Dana Bahr-Deibert has been Vice President at Ameriprise Financial Services, LLC since February 2017 and lists Senior Director - AAG Operations there as a current role dating from February 2015. Dana Bahr-Deibert also lists Senior Region Director of Operations there since March 2013 and describes the current role as Vice President - National Operations for the Ameriprise Advisor Group.
Joan Smaldone
LinkedInExperience: Director - Complex Operations · Ameriprise Financial Services, LLC
Joan Smaldone has been Director - Complex Operations at Ameriprise Financial Services, LLC since March 2022, in the Operations department for the New York Complex, and was Registered Operations Leader there from 2021 to 2022. Joan Smaldone was a Vice President at Morgan Stanley from 2018 to 2021 and Executive Director, Training & Development, Field Leader Development at UBS from 2015 to 2016.
Joel Clem
LinkedInExperience: Sr. Director - Life Events and Client Maintenance · Ameriprise Financial Services, LLC
Joel Clem has been Vice President - Service and Operations at Ameriprise Financial Services, LLC since November 2018 and lists Sr. Director - Life Events and Client Maintenance there as a current role dating from November 2012. Joel Clem was Director - Six Sigma Process Engineering at Ameriprise Financial Services, LLC from 1998 to 2012.
Joseph F. Gerdes
LinkedInExperience: SVP/COO/POO - Head of Clearing/Custody · Ameriprise Financial Services, LLC
Joseph F. Gerdes has been SVP/COO/POO - Head of Clearing/Custody at Ameriprise Financial Services, LLC since January 2024 and describes experience in operations and client service. Joseph F. Gerdes was President and Chief Operating Officer at Equity Trust Company from 2021 to 2024 and Head of Transfer Agency Operations and Administration at Vanguard from 2019 to 2021.
Manish Ganatra
LinkedInExperience: VP & Head of Advice & Wealth Management Ops · Ameriprise Financial Services, LLC
Manish Ganatra has been VP & Head of Advice & Wealth Management Ops at Ameriprise Financial Services, LLC since September 2013, with a headline of VP & Head of Wealth Management, Insurance & Annuity Operations. Manish Ganatra was Vice President Operations at Genpact from 2004 to 2013.
Pete Gennrich
LinkedInExperience: Director - Brokerage Trades and Service · Ameriprise Financial Services, LLC
Pete Gennrich has been Director - Brokerage Trades and Service at Ameriprise Financial Services, LLC since November 2011, with a headline of Vice President - Service and Operations at Ameriprise Financial Services, Inc. Pete Gennrich was Operations Manager, V.P. – RBC CS Margins at RBC Wealth Management from 2004 to 2011 and Operations Supervisor, A.V.P. – Margins there from 2000 to 2004.
Prince Philkhana
LinkedInExperience: Senior Director - Advice & Wealth Management · Ameriprise Financial Services, LLC
Prince Philkhana was Senior Director - Advice & Wealth Management at Ameriprise Financial Services, LLC from 2018 to 2022 and Director - Advice & Wealth Management Operations there from 2015 to 2018, and has been Vice President there since February 2022. Prince Philkhana describes experience in setting up Operations, leading Service Delivery, Transition, Training and Solution Design.
Stephanie Johnson
LinkedInExperience: Senior Director · Ameriprise Financial Services, LLC
Stephanie Johnson has been Vice President Operations at Ameriprise Financial Services, LLC since February 2021 and lists Senior Director there as a current role dating from March 2017. Stephanie Johnson also lists Manager at Ameriprise Financial Services, LLC as a role dating from 1999 and uses the headline Vice President Operations at Ameriprise Financial Services, LLC.
Choose the right perspective
Match the person's area, such as clearing, managed accounts, brokerage service or bank operations, to the decision you face, since each sees different problems. Check whether each role is current and when it started to judge how recent their view is.
Questions to take into the conversation
- 01What did you change first when you took on your current operations role, and why?
- 02How do you decide which operational metrics to track and which to drop?
- 03What has your own work taught you about improving service without adding cost?
Reaching Ameriprise Financial operations leaders
How can I contact one of these Ameriprise Financial operations leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Ameriprise Financial Services, LLC, based on profile data retrieved on October 20, 2026. Being listed here doesn't mean someone has agreed to take calls.
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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