American Express Asset Management
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American Express Asset Management Employees
The Container Store September 2015 - Present
Clearly In Place, LLC May 2014 - Present
PSCI September 2012 - May 2014
Northwestern Mutual Financial Network 2005 - 2012
American Express Asset Management 2002 - 2005
Fidelity Investments 2000 - 2001
Skills
Professional Organizing, Planning & Organizing..., Office Organizing, Business Coaching, Organization Skills, Organizational Design, Building Relationships, Time Management, Relationship Management, Recruiting, Talent Acquisition, Sales, Applicant Tracking..., College Recruiting, Sourcing, Interviews, Salesforce.com, Cold Calling, Management, Human Resources, Executive Search, Technical Recruiting, Staffing Services, Contract Recruitment, Employee Benefits, Onboarding, Business Organizing, Executive Coaching, Organizational...
Education
Skidmore College
BA, Psychology, Business
Autonomy Capital Group November 2009 - Present
Deephaven Capital Management January 2006 - June 2009
Provident Advisors LLC January 2003 - December 2005
Allianz Dresdner Asset Management September 2002 - January 2003
American Express Asset Management 1999 - 2002
Ameriprise 1990 - 1997
Skills
Alternative Investments, Hedge Funds, Asset Management, Investment Management, Investor Relations, Fund Of Funds, Capital Markets, Mutual Funds, Private Equity, Asset Allocation, Investment Strategies, Business Development, Marketing, Bloomberg, Asset Managment, New Business Development, Trading, Sales, Asset Gathering, FX Options, Real Estate, Asset
Education
Gustavus Adolphus College 1986 — 1990
BA, Economics
Eden Prairie High School 1982 — 1986
NorthRock Partners, LLC January 2010 - Present
Ameriprise Trust Company 1996 - 2007
Ameriprise Financial 1984 - 2007
American Express Financial Advisors 1984 - 2007
American Express Asset Management 2002 - 2004
Skills
Financial Advisory, Retirement, Wealth Management..., Wealth, Series 7, Asset Management, Investment Advisory, Management, Wealth Management, Mutual Funds, Retirement Planning, Financial Services, Investments, Portfolio Management, Asset Allocation, Process Improvement, Financial Modeling, Strategic Financial..., Leadership Development, Insurance, 401k, Alternative Investments, Securities, Series 24, Investment Management, Series 63, Estate Planning, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1972 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Shareowner Services July 2013 - Present
City of South St. Paul January 2000 - Present
The Willow Group June 2009 - June 2013
Wells Fargo Bank, NA April 2005 - December 2008
American Express Asset Management September 1999 - December 2004
Ameriprise 1998 - 2004
US Bank January 1979 - August 1998
Skills
Program Management, Product Development, Strategic Planning, Financial Services, Process Improvement, Business Analysis, Leadership Development, Business Process..., Change Management, Team Building, Risk Management, Investments, Project Management, Vendor Management, Strategy, Business Strategy, Product Management, Leadership, Marketing Strategy, Coaching, Cross-functional Team..., Training, Management, Management Consulting, Marketing, Project Portfolio..., New Business Development, Budgets, Business Development, Consulting, Competitive Analysis, Policy, Workshop Facilitation, Financial Analysis, Operations Management, Business Process, Team Leadership, Business Intelligence, Project Planning, Organizational..., CRM, PMO, Executive Management, Analysis, Mergers & Acquisitions
Education
St. Catherine University MAOL Program 1996 — 1998
Masters, Organizational Leadership
Augsburg College 1990 — 1996
BA, Business
South St. Paul High School 1974 — 1976
Ascendancy Capital Management LLC 2007 - Present
Ross (Michigan) School of Business March 2007 - Present
Various For-Profit Companies 2005 - 2007
American Express Asset Management February 2002 - December 2004
Fidelity Investments 1992 - 2002
Stanford Resources 1988 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
University of California, Berkeley 1983 — 1987
BA, Economics
PGC Basketball January 2015 - Present
Urban Impact January 2011 - December 2014
LondyLawrence January 2002 - December 2010
The Gannett Co. July 2001 - January 2002
Sun Publications / The Chicago Sun Times Group June 1998 - June 2001
American Express Asset Management September 1996 - June 1998
Skills
Public Relations, Non-profits, Copy Editing, Newsletters, Press Releases, Media Relations, Editing, Newspaper, Social Media, Social Media Marketing, Marketing Communications, Journalism, Advertising, Copywriting, Editorial
Education
North Central University 1990 — 1997
B.A., Journalism
Warren John F. Kennedy High School 1987 — 1990
Bayview Consulting LLC 2010 - Present
Kenwood Capital Management 2001 - 2009
American Express Asset Management 2000 - 2001
American Express Financial Advisors 1998 - 2000
Skills
Customer Service, Social Media Marketing, Marketing, Marketing Strategy, Integrated Marketing, Microsoft Office, Marketing Communications, Editing, Strategic Planning, Management, Graphic Design, Strategy, Social Media, Leadership, Email Marketing, Investments, Program Management
Education
University of Iowa 1996 — 1998
History
Grinnell College 1989 — 1993
Kristi L Andersen Financial Partners, LLC October 2006 - Present
American Express Asset Management April 1987 - May 2006
Skills
Investments, Financial Services, Portfolio Management, Securities, Retirement Planning, Public Speaking, Financial Planning, Finance, Strategic Planning, Management, Estate Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1982
Bachelor of Science, Business Administration and Management, General
St. Olaf College 1978 — 1980
General coursework
Fiduciary Counselling, Inc. June 2011 - Present
Columbia Management January 2005 - June 2011
RiverSource Investments, LLC January 2000 - January 2004
American Express Asset Management January 1998 - January 2000
Skills
Portfolio Management, Leadership, Access, Software Documentation, Investments, Integration, Bloomberg, Equities, Asset Management, Financial Services, Mutual Funds, Investment Management, Business Analysis, Management, Performance Measurement, VBA, Asset Allocation
Education
Michigan State University
Allianz Global Investors Capital November 2006 - Present
American Express Alternative Investments 2002 - 2005
American Express Asset Management 2000 - 2002
PaineWebber 1999 - 2000
Skills
CFA, Product Manager, Product Specialist, Consultant Relations, Portfolio Management, Investments, Equities, Hedge Funds, Alternative Investments, Fundamental, Quantitative, Emerging Markets, MBA, Finance, Bloomberg, Factset, Thompson One Analytics, Securities, Asset Management, Fixed Income, Financial Services, Financial Risk, Investment Management, Institutional..., Wealth Management, Series 7, Equity Research
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA, Finance
University of Minnesota Duluth 1996 — 1999
BA, Finance
Columbia Threadneedle Investments, US March 2013 - Present
Columbia Threadneedle Investments, US 2003 - 2013
American Express Asset Management 2000 - 2003
George K. Baum & Company, Investment Bankers 1998 - 2000
Dain Rauscher (acquired by RBC Capital Markets) 1992 - 1998
Dain Rauscher (acquired by RBC Capital Markets) 1990 - 1992
Target Corp. 1988 - 1990
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Investment Management, Investment Strategies, Bloomberg, Investments, Capital Budgeting, Global Macro, Operating Budgets, Budget Process, Macro Analysis, Financial Forecasting, Financial Modeling, Project Management, Technology, Consumer, Telecommunications, Financial Analysis, Business Analysis, Global Asset Management, Business Planning, Corporate Finance
Education
Universidad Iberoamericana, Ciudad de México
International Finance
Universidad de Salamanca
Spanish Language and Literature
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Twin Cities
Bachelor of Science (BSc)