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Jason Ahlgren

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Jason Ahlgren

Relationship Manager | Riverbridge Partners

Lakeville, Minnesota, United States

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Jason Ahlgren

Summary

Jason Ahlgren is a seasoned Relationship Manager at Riverbridge Partners, LLC, where he plays a pivotal role in guiding clients towards achieving their financial goals through strategic investments. With a robust background in finance, he has honed his expertise in financial advisory, retirement planning, and investment strategies over the years. His experience spans various roles, including Board Member for Be The Match, where he contributes to impactful civic initiatives. Jason's career reflects a strong commitment to client relationship management, underscored by his success in developing long-term partnerships. He holds multiple financial designations, including Certified Financial Planner and Chartered Financial Consultant, showcasing his dedication to professional development. Outside of work, he is likely to engage in community service, reflecting his involvement in non-profit organizations. With a degree in Finance from the University of Minnesota Duluth, he combines academic knowledge with practical experience to deliver exceptional financial guidance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Non-Profit Experience

Jason Ahlgren

Work Experience

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Relationship Manager at

Riverbridge Partners

February 2014 - Present

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Foundation Board Member and Investment Committee Member at

The National Marrow Donor Program

October 2016 - September 2024

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Retirement Planning Specialist at

Ameriprise Financial Services, LLC

September 2011 - February 2014

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Financial Consultant at

Thrivent Financial for Lutherans

January 2007 - September 2011

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International Business Analyst at

Valspar

September 2005 - January 2007

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Financial Analyst at

Wells Fargo & Company

May 2005 - September 2005

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Staff Accountant at

Regis Corporation

September 2003 - May 2005

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Jason Ahlgren

Education

University of Minnesota Duluth, Ba

January 2000 - January 2003

Series 7 & 66 Licenses

THE AMERICAN COLLEGE, Cfp

THE AMERICAN COLLEGE, Chfc

Frequently Asked Questions about Jason Ahlgren

What is Jason Ahlgren email address?

Jason Ahlgren's primary email address is *************@riverbridge.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jason Ahlgren work for?

Jason Ahlgren is a Relationship Manager at Riverbridge Partners, a company specializing in Monetary Authorities-Central Bank.

Where Jason Ahlgren graduated from?

Jason Ahlgren holds a degree in Finance from University of Minnesota Duluth.

How can I directly contact Jason Ahlgren?

To contact Jason Ahlgren directly, you can use the email address *************@riverbridge.com. Complete contact information is available upon registration with Muraena.

Who is Jason Ahlgren?

Jason Ahlgren is a seasoned Relationship Manager at Riverbridge Partners, LLC, where he plays a pivotal role in guiding clients towards achieving their financial goals through strategic investments. With a robust background in finance, he has honed his expertise in financial advisory, retirement planning, and investment strategies over the years. His experience spans various roles, including Board Member for Be The Match, where he contributes to impactful civic initiatives. Jason's career reflects a strong commitment to client relationship management, underscored by his success in developing long-term partnerships. He holds multiple financial designations, including Certified Financial Planner and Chartered Financial Consultant, showcasing his dedication to professional development. Outside of work, he is likely to engage in community service, reflecting his involvement in non-profit organizations. With a degree in Finance from the University of Minnesota Duluth, he combines academic knowledge with practical experience to deliver exceptional financial guidance.

Jason`s contact details

mail

*************@riverbridge.com

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