Kerry J. Kaluza

Business Operations Consultant

Education

M.B.A., University of St. Thomas
B.A., Finance, St. Cloud State University, Summa Cum Laude

 

 

Kerry serves as a business operations consultant at Allodium Investment Consultants, helping to plan, manage and monitor the firm's business operations. Kerry first joined Allodium as chief operating officer—initially as a consultant in 2007 and then as an employee in 2008. In late 2014, Kerry stepped down as chief operating officer to perform a remote, part-time consultant role from his home in Arizona. Kerry serves on Allodium's Executive and Compliance Committees.

Kerry has over 35 years of experience in the financial services industry in a diverse range of roles, including executive leadership, client service management, project management, technology development, sales support, marketing and finance. He joined Allodium from Ameriprise Financial where he spent most of his career earning various honors through the years for personal performance, innovation, quality and results. He has also worked for 3M and Target Corporations.

Kerry earned a Bachelor of Science in finance with honors from St. Cloud State University and a Master of Business Administration in general management with an emphasis in entrepreneurship from the University of St. Thomas.

Kerry lives with his high school sweetheart whom he had the good fortune to marry many years ago. In his free time, Kerry enjoys family, friends, learning, reading, traveling and outdoor activities like hiking, biking and kayaking.

Let's Meet

We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.  

Contact Us