American Express Financial Advisors

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

American Express Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Express Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

American Express Financial Advisors Salaries. You can even request information on how much does American Express Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for American Express Financial Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

2,217 American Express Financial Advisors employees in database. Find out everything there's to know about American Express Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

American Express Financial Advisors Employees

Employee
Years
Job
Industry
Michael Nesheim, CFP® Michael Nesheim, CFP® Greater Minneapolis-St. Paul Area Details
Michael Nesheim, CFP®'s American Express Financial Advisors Experience 2003 - 2005
Job Financial Advisor, Stone Arch Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2005 - Present
American Express Financial Advisors   2003 - 2005

Education
University of Minnesota - Carlson School of Management   1999 — 2003
Bachelor of Science, Finance and Insurance/Risk Management

Jerome Paquette Jerome Paquette Duluth, Minnesota Area Details
Jerome Paquette's American Express Financial Advisors Experience 2002 - 2003
Job Dynamic Office Coordinator/ Executive Assistant
Industry Telecommunications
Experience
XO Communications  2003 - 2014
American Express Financial Advisors   2002 - 2003
McLeodUSA  1998 - 2002

Skills
Telecommunications, Account Management, Sales, Management, Managed Services, Human Resources, Business Development, Customer Satisfaction, Marketing, Networking, Salesforce.com, Customer Retention, Outlook

Education
University of Minnesota Duluth
Bachelor of Arts, English, 3.4 GPA

Casey Marshall Casey Marshall Greater Minneapolis-St. Paul Area Details
Casey Marshall's American Express Financial Advisors Experience 2000 - 2005
Job Business Litigation Attorney
Industry Law Practice
Experience
Bassford Remele  2012 - Present
American Express Financial Advisors   2000 - 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Budgets

Education
Concordia College, Moorhead MN
Bachelor's degree, Business

University of Minnesota Law School
Doctor of Law (J.D.)

Linda Maleitzke Linda Maleitzke Greater Minneapolis-St. Paul Area Details
Linda Maleitzke's American Express Financial Advisors Experience July 1990 - September 1995
Job Communications Specialist and Intern Program Administrator at MnTAP, University of Minnesota
Industry Marketing and Advertising
Experience
MnTAP   November 2012 - Present
University of Minnesota  September 2008 - November 2012
Minnesota Council on Economic Education, University of Minnesota   January 2007 - July 2008
IC System  February 2006 - January 2007
MC2 Consulting, Inc.   July 2001 - February 2006
RBC Dain Rauscher  May 2005 - January 2006
Hallberg Engineering  2004 - 2004
Smarte Carte, Inc.   November 1997 - June 2001
American Express Financial Advisors   July 1990 - September 1995

Skills
Marketing Communications, Strategic Communications, Event Planning, Editing, Press Releases, Newsletters, Public Relations, Marketing, Nonprofits, Training, Public Speaking, Brand Management, Graphic Design, Project Management, Journalism, Publications, Grant Writing, Project Planning, Content Development

Education
University of Minnesota - Carlson School of Management   1984 — 1987
Bachelor of Science (BS), Marketing and Finance emphasis; Economics minor

Jon T. Meyer, CFP® Jon T. Meyer, CFP® Greater Minneapolis-St. Paul Area Details
Jon T. Meyer, CFP®'s American Express Financial Advisors Experience 1994 - 1999
Job Wealth Partner, COO at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
BGM TruNorth Wealth Partners   2013 - Present
BGM Wealth Management   1999 - 2013
American Express Financial Advisors   1994 - 1999

Skills
Investment Management, Retirement Planning, Tax Planning, Estate Planning, Wealth Strategies, Charitable Giving, Financial Planning, Wealth Management

Education
University of Minnesota-Morris   1988 — 1992
B.A., Political Science

Tom Erickson Tom Erickson Greater Minneapolis-St. Paul Area Details
Tom Erickson's American Express Financial Advisors Experience January 1989 - August 1999
Job Product OwnerProviderLarge Healthcare Organization
Industry Insurance
Experience
Large Healthcare organization   July 2015 - Present
Intepros Consulting  November 2014 - July 2015
Trissential  July 2014 - October 2014
UCare Minnesota  May 2010 - June 2014
BLUECROSS BLUESHIELD OF MINNESOTA  August 2002 - November 2009
UnitedHealth Group  January 2000 - January 2002
American Express Financial Advisors   January 1989 - August 1999

Skills
Process Improvement, Leadership, Visio, Project Management, Strategy, Management, Six Sigma, MS Project, Strategic Planning, Healthcare, CRM, HIPAA, Budgets, Product Development, Insurance, Call Centers, Contract Management, Medicaid, Vendor Management, Medicare, Provider Relations, Health Insurance, Product Management, Managed Care, Healthcare Industry

Education
University of Minnesota - Carlson School of Management
BS, Business Administration and Management, General

University of St. Thomas (TX)
MBA, Master of Business Administration

Stephanie Schmolze Stephanie Schmolze Greater Minneapolis-St. Paul Area Details
Stephanie Schmolze's American Express Financial Advisors Experience 1994 - 2006
Job Technologies Engagement Manager at Ameriprise Financial, Inc
Industry Financial Services
Experience
Ameriprise Financial, Inc  June 2006 - Present
Ameriprise Financial Services, Inc.   2006 - Present
American Express Financial Advisors   1994 - 2006
American Express  June 1998 - October 2005

Skills
Business Analysis, Vendor Management, Financial Services, SDLC, PMO, Project Portfolio..., Risk Management, Process Improvement, Program Management, IT Strategy, Business Process..., Project Management

Education
University of Minnesota-Twin Cities   1986 — 1991
Bachelor of Arts (B.A.), Economics

Anna Lotzer Anna Lotzer Minneapolis, Minnesota Details
Anna Lotzer's American Express Financial Advisors Experience June 1998 - April 2000
Job Administrative Support
Industry Internet
Experience
Computer Task Group  August 2014 - Present
Hit Promotional Products  May 2014 - July 2014
Peak Staffing   October 2013 - April 2014
Grocery Shopping Network  October 2007 - October 2012
Curtis K. Walker’s Law Offices   July 2003 - March 2004
Jabas Group, Inc. (now Associated Financial Group)   August 2001 - May 2003
Dolphin Staffing  September 2000 - July 2001
American Express Financial Advisors   June 1998 - April 2000
Marketline Research   March 1998 - June 1998
Appleton Medical Center  November 1994 - June 1998

Skills
Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Typing: 85 wpm, Lotus Notes, Outlook, Research, English, Windows, Data Entry, Time Management, Training, Advertising, Marketing, Management, Social Media, Strategic Planning

Education
University of Minnesota-Twin Cities   1997 — 1998

Appleton North High School   1995 — 1997
High School Diploma-Honor Roll

Patrick Magnusson, CFA Patrick Magnusson, CFA Greater Minneapolis-St. Paul Area Details
Patrick Magnusson, CFA's American Express Financial Advisors Experience 1999 - 2003
Job Strategy | Finance | Investment
Industry Information Services
Experience
Thomson Reuters  April 2013 - Present
Best Buy  June 2012 - April 2013
Agency Trading Group, Inc.   2008 - 2011
The Leuthold Group, LLC/Leuthold Weeden Capital Management   2003 - 2008
American Express Financial Advisors   1999 - 2003

Skills
Investments, Valuation, Financial Modeling, Competitive Analysis, Financial Analysis, Corporate Finance, Strategic Thinking, Business Development, Portfolio Management, Creative Problem Solving, Equity Research, Business Strategy, Strategy, Series 7, Finance, Economics, Microsoft Excel, Microsoft Office, Bloomberg, Industry Analysis, CFA, MBA Finance, Series 86& 87, Investment Management, Analysis, Trading, Analytics, M&A analysis, Due Diligence, Mergers & Acquisitions, Strategic Planning, Business Analysis, Asset Management, Equities, Financial Markets, Business Planning, Forecasting, Capital Markets, Marketing

Education
University of Minnesota - Carlson School of Management   2002 — 2004
MBA, Finance, Accounting

University of Minnesota-Duluth   1994 — 1998
BBA, Organizational Management, Graduated with High Distinction in Organization Management

Grant Fisher Grant Fisher Greater Minneapolis-St. Paul Area Details
Grant Fisher's American Express Financial Advisors Experience 2001 - 2002
Job Sr. Quality Assurance Analyst at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  2005 - Present
MotivAction LLC  2002 - 2005
American Express Financial Advisors   2001 - 2002
American Express Financial Advisors   1999 - 2001

Skills
Agile Methodologies, Quality Center, SQL, SDLC, Requirements Analysis, Scrum, Business Analysis, Test Planning, QTP, Software Quality..., Regression Testing, JIRA, Test Cases, Test Automation, User Acceptance Testing, Agile Project Management, Manual Testing, Quality Assurance, Requirements Gathering, Software Documentation, Software Project..., Test Management, Testing, Waterfall

Education
University of Minnesota Duluth
BA

Victor Tong Victor Tong San Francisco Bay Area Details
Victor Tong's American Express Financial Advisors Experience May 1993 - August 1993
Job "Angel Investment" Author, Consultant, Chief Evangelizing Officer at Webplus.com
Industry Venture Capital & Private Equity
Experience
Webplus.com   June 2000 - Present
Webplus   December 1994 - Present
The Chinese Founders Fund   January 2010 - December 2011
MMOABC.com   2005 - 2010
PacificNet   January 2002 - December 2008
TalentSoft   December 1994 - December 2000
KeyTech  October 1997 - October 1998
Accenture  September 1993 - June 1995
American Express Financial Advisors   May 1993 - August 1993
Scientific Revolution   March 1993 - May 1993

Skills
Venture Capital, Corporate Development, Start-ups, Entrepreneurship, Private Equity, Mergers, Strategic Partnerships, Business Strategy, IPO, Due Diligence, Business Development, Private Placements, Angel Investing, Database Administration, Database Design, System Administration, Network Administration, Programming, Website Development, E-commerce, MMORPG, Mobile Games, Web Games, Casual Games, Medical Devices, Healthcare, Offshore Outsourcing, Published Author, Social Media Blogging, Public Speaking, Entrepreneurship..., Internet Entrepreneur, Entrepreneurship..., Motivational Speaking, Reverse Mergers, doing business in China, China Business..., Mobile Internet, Social Networking, Social Media Marketing, Lottery, Gambling, Call Center, BPO, Japanese market, Healthcare Information..., Strategic Planning, Strategic Consulting, Management Consulting, Mergers & Acquisitions

Education
University of Minnesota-Twin Cities   1989 — 1993
Bachelor of Science Physics., Major: Physics & Electrical Engineering. Minor: Math & Monetary Economics, 4.0

Lake Hamilton High School   1988 — 1989
Sorry to say but they did not let me graduate fearing I'd pull down others' GPA, Exchange student of American Institute Foundation Scholarship, 4.0

Kowloon Technical School   1983 — 1988
High School, Science & Technical Stream: Electronics & Electricity, Drafting, Woodwork/Metalwork

Mike Enright, CFP®, CIMA® Mike Enright, CFP®, CIMA® Greater Minneapolis-St. Paul Area Details
Mike Enright, CFP®, CIMA®'s American Express Financial Advisors Experience January 1989 - May 2001
Job Vice President Financial Advisor, Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  May 2001 - Present
American Express Financial Advisors   January 1989 - May 2001

Education
University of St. Thomas Opus School of Business
Master of Business Administration (M.B.A.), Finance and Marketing

University of Minnesota-Twin Cities
BA, Journalism

Wayzata High School
High School

Lori Fritzlar MBA, PMP Lori Fritzlar MBA, PMP Greater Minneapolis-St. Paul Area Details
Lori Fritzlar MBA, PMP's American Express Financial Advisors Experience 2000 - 2004
Job Business Development Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  November 2012 - Present
Thrivent Financial for Lutherans  January 2012 - October 2012
Thrivent Financial for Lutherans Bank   April 2009 - January 2012
Kraft Foods  October 2008 - March 2009
Thrivent Financial for Lutherans  April 2004 - May 2008
American Express Financial Advisors   2000 - 2004
American Express Financial Advisors now Ameriprise Financial   1984 - 2004

Skills
Strategic Financial..., Retirement, Coaching, Management, Business Planning, Retirement Planning, Financial Services, Program Management, Financial Analysis, Financial Planning, Consulting, Business Process..., Business Analysis, Finance, Financial Advisory, Insurance, Investments, Leadership, Risk Management, Team Building

Education
University of St. Thomas - Opus College of Business   1986 — 1989
MBA, Business Mgmt

University of Minnesota - Carlson School of Management   1981 — 1985
BS, Business Management & IT

Andrew Steidl Andrew Steidl Parkers Prairie, Minnesota Details
Andrew Steidl's American Express Financial Advisors Experience January 2001 - October 2002
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2002 - Present
American Express Financial Advisors   January 2001 - October 2002
American Express Financial Advisors   July 1996 - January 2001

Education
University of Minnesota-Morris   1992 — 1996
Bachelor of Arts (B.A.), Management

Felicia Palmer Felicia Palmer Greater Minneapolis-St. Paul Area Details
Felicia Palmer's American Express Financial Advisors Experience July 1990 - June 1997
Job Managing Partner & CoFounder at herronpalmer, LLC
Industry Human Resources
Experience
herronpalmer, LLC   July 2012 - Present
Wilson Palmer Advisors, LLC   April 2011 - July 2012
TPI  March 2007 - April 2011
Towers Perrin  1997 - 2007
American Express Financial Advisors   July 1990 - June 1997

Education
University of Minnesota - Carlson School of Management   1983 — 1987
MBA, Finance

University of Minnesota Duluth   1977 — 1981
B.S, Business

Chris Lahren Chris Lahren Greater Minneapolis-St. Paul Area Details
Chris Lahren's American Express Financial Advisors Experience July 1998 - August 1999
Job Data Manager at University of Minnesota
Industry Higher Education
Experience
University of Minnesota  August 1999 - Present
American Express Financial Advisors   July 1998 - August 1999
Fundraising and Communications Services   April 1994 - August 1997

Skills
Customer Service, Nonprofits, SPSS, Fundraising, Microsoft Excel, Data Analysis, Social Media, Editing, Microsoft Word, Mailing List Management, Microsoft Office, Postal Design, Cost Projections, Critical Thinking, Facebook, Email Marketing, Variable Data Printing, Mail Merge, Adobe Design Programs, Digital Printing, Postal Optimization, Barcode Technology, InDesign, WordPress, Research, Data Mapping, Adobe Acrobat, Student Development

Education
University of Minnesota-Twin Cities   1993 — 1997
Bachelor of Arts (BA), Psychology

Tom Imhof Tom Imhof Greater Minneapolis-St. Paul Area Details
Tom Imhof's American Express Financial Advisors Experience 1988 - 2002
Job Experienced Operations Manager
Industry Insurance
Experience
NSC Pearson, Inc. Educational Management Division   2010 - 2011
21st Services, LLC  2004 - 2009
American Express Financial Advisors   1988 - 2002
American Express Financial Advisors   2000 - 2001

Skills
Analysis, Insurance, Training, Process Improvement, Customer Service, CRM, Time Management, Access, Risk Management, Business Analysis, New Business Development, Coaching, Change Management, Health Insurance, Team Building, Account Management, Microsoft Office, Management

Education
University of Wisconsin-River Falls   1989 — 1995
MAT, Education, Speech Communications, Physical Education

University of Minnesota-Duluth   1982 — 1986
BA, Communications

Erik Lindgren, CFP ChFC Erik Lindgren, CFP ChFC Greater Minneapolis-St. Paul Area Details
Erik Lindgren, CFP ChFC's American Express Financial Advisors Experience February 1998 - May 2005
Job Financial Advisor
Industry Financial Services
Experience
Royal Alliance/Financial Dimensions Group, Inc.   May 2005 - Present
American Express Financial Advisors   February 1998 - May 2005

Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Asset Allocation, Portfolio Management, Wealth Accumulation, Asset Managment, Insurance

Education
University of Minnesota-Twin Cities   1993 — 1997
Bachelor of Science in Business, Finance

St. Anthony Village High School

Angela Wainwright Angela Wainwright Washington D.C. Metro Area Details
Angela Wainwright's American Express Financial Advisors Experience 1999 - 2002
Job Senior Business Operations Manager at SRA International
Industry Government Administration
Experience
SRA International  August 2012 - Present
GAVI Alliance  May 2012 - August 2012
Robert Half International / Officeteam   October 2007 - August 2012
Pottery Barn  October 2004 - March 2012
COS/ A Xerox Company   August 2011 - February 2012
University of Colorado Foundation  2009 - 2010
Regis Univeristy   2008 - 2010
Walt Disney World  August 2003 - 2006
American Express Financial Advisors   1999 - 2002
Chicago Title Insurance Company  1994 - 1999

Skills
LexisNexis, Catapult EDA, SharePoint, MS SQL, Microsoft SQL Server, Active Directory, Public Speaking, Non-profits, Marketing, Strategy, Windows 7, Business Requirements, Project Management, Government, Business Development, Procurement, Nonprofits, System Administration, Strategic Planning, Fundraising, Management, Policy, Team Leadership, Event Planning, Analysis, Microsoft Excel, Organizational..., Change Management, Microsoft Office, Proposal Writing, Leadership, Data Analysis, Community Outreach, Requirements Analysis, Program Management, Training, Team Building, Human Resources, Leadership Development, Process Improvement, Event Management, Research, Foreign Languages, Haitian Creole

Education
University of Minnesota-Twin Cities
International Relations and Affairs

Russ Runck CFP(R) Russ Runck CFP(R) Greater Minneapolis-St. Paul Area Details
Russ Runck CFP(R)'s American Express Financial Advisors Experience June 1999 - March 2002
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial  March 2002 - Present
American Express Financial Advisors   June 1999 - March 2002
Watertown-Mayer School District   July 1987 - June 1999

Education
University of Minnesota-Twin Cities   1987 — 1994
Master of Education, Education

University of Minnesota-Twin Cities   1980 — 1985
Bachelor of Science, Agricultural Education

Jacob Krause Jacob Krause Greater Minneapolis-St. Paul Area Details
Jacob Krause's American Express Financial Advisors Experience October 2002 - August 2004
Job Sr. Director Client Communications & Marketing Compliance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Ameriprise Financial Services, Inc.   January 2012 - July 2013
Ameriprise Financial  August 2006 - March 2012
Ameriprise Financial Services, Inc.   August 2004 - August 2006
American Express Financial Advisors   October 2002 - August 2004
American Express Financial Advisors   March 1999 - October 2002
American Express Financial Advisors   October 1998 - March 1999
American Express Financial Advisors   March 1998 - October 1998

Education
University of Minnesota-Twin Cities   1991 — 1995
Cultural Studies, English, History of Science

Mike Carey, SPHR Mike Carey, SPHR Greater Minneapolis-St. Paul Area Details
Mike Carey, SPHR's American Express Financial Advisors Experience 1984 - 1996
Job Vice President Human Resources
Industry Human Resources
Experience
SPS Commerce  January 2015 - Present
Chandler Group   August 2013 - January 2015
Korn Ferry (formerly PDI Ninth House)   April 2006 - May 2013
HR Consulting for Non-Profits   2003 - 2006
Datacard Group  1997 - 2002
American Express Financial Advisors   1984 - 1996

Skills
Talent Management, Leadership Development, Human Resources, Leadership, Succession Planning, Internal Communications, Talent Acquisition, Employee Relations, Organizational..., Organizational..., Performance Management, Recruiting, Career Development, Training, Strategy, Team Building, Mergers & Acquisitions, HR Consulting, Organizational Design, Personnel Management, Employee Engagement, Management Consulting, Coaching, Culture Change, Executive Coaching, Workforce Planning, Hiring, Strategic HR, HRIS, Program Management, Onboarding, Human Capital, Executive Development, Deferred Compensation, Executive Search, Consulting, Sourcing, Management Development, Management, HR Transformation, 360 Feedback, Employer Branding, Job Analysis, Performance Improvement, MBTI, Interviews, Workshop Facilitation, Career Management, Employee Benefits

Education
University of Minnesota - Carlson School of Management   1984 — 1986
Master's degree, MBA

University of Saint Thomas   1977 — 1981
Bachelor's degree, Accounting and Business/Management

Hibbing High School
High School, High School/Secondary Diplomas and Certificates

Ashlie Kaess, CRPC, CFS Ashlie Kaess, CRPC, CFS Greater Minneapolis-St. Paul Area Details
Ashlie Kaess, CRPC, CFS's American Express Financial Advisors Experience 2000 - May 2004
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2004 - Present
American Express Financial Advisors   2000 - May 2004

Education
University of Minnesota-Twin Cities   1996 — 2000

Patty Brush Patty Brush Greater Minneapolis-St. Paul Area Details
Patty Brush's American Express Financial Advisors Experience 1996 - 1998
Job Sr. Project Manager at OptumHealth
Industry Hospital & Health Care
Experience
UnitedHealth Group - OptumHealth  December 2010 - Present
Ameriprise Financial  November 2009 - September 2010
Ameriprise Financial  1998 - 2009
American Express Financial Advisors   1996 - 1998
American Express Financial Advisors   1992 - 1996

Skills
Training, Business Analysis, PMO, Project Management, Program Management, Cross-functional Team..., Coaching

Education
University of Minnesota Duluth
Bachelor of Arts

Craig Houliston, PMP Craig Houliston, PMP Greater Minneapolis-St. Paul Area Details
Craig Houliston, PMP's American Express Financial Advisors Experience May 2002 - April 2005
Job Certified Six Sigma Black Belt, Project Manager
Industry Health, Wellness and Fitness
Experience
Optum  July 2013 - Present
Voya Financial  September 2005 - July 2013
Ameriprise Financial  April 2005 - September 2005
American Express Financial Advisors   May 2002 - April 2005
American Express Financial Advisors   August 2000 - April 2002
American Express Financial Advisors   December 1998 - August 2000
American Express Financial Advisors   July 1996 - December 1998
American Express Financial Advisors   April 1992 - July 1996

Skills
Six Sigma, Business Process Mapping, Root Cause Analysis, Workshop Facilitation, Process Improvement, Project Management, Analysis, Change Management, Black Belt, Strategy, Cross-functional Team..., Leadership, Employee Benefits, Management, Business Process..., Business Analysis, Team Leadership, Finance, Insurance

Education
University of Minnesota - Carlson School of Management
Bachelors, Business - Finance

Beth Ornell Beth Ornell Greater Minneapolis-St. Paul Area Details
Beth Ornell's American Express Financial Advisors Experience September 1999 - May 2001
Job Clinical Monitoring Manager, Medtronic Clinical Operations
Industry Medical Devices
Experience
Medtronic  January 2015 - Present
Covidien  January 2013 - January 2015
Covidien  May 2012 - January 2013
Medtronic  May 2009 - May 2012
Medtronic  October 2007 - May 2009
Medtronic  August 2004 - October 2007
Northstar Ford  March 2002 - August 2004
American Express Financial Advisors   September 1999 - May 2001

Skills
FDA, Clinical Trials, GCP, Protocol, Clinical Research, EDC, Clinical Data Management, Clinical Monitoring, Regulatory Affairs, Sop, ICH-GCP

Education
University of Saint Thomas   2006 — 2011
MS, Technology Management

University of St. Thomas   1998 — 2001
BA, Financial Management

University of Minnesota Duluth   1997 — 1998

Carl Payne Carl Payne Greater Minneapolis-St. Paul Area Details
Carl Payne's American Express Financial Advisors Experience February 2000 - July 2004
Job Full Service Real Estate Agent
Industry Real Estate
Experience
Edina Realty  July 2004 - Present
American Express Financial Advisors   February 2000 - July 2004
American Express Financial Advisors   2000 - 2004
Ameriprise Financial Advisors  1993 - 2004
American Express  1999 - 2003

Education
University of Minnesota - Carlson School of Management   1990 — 1993
BS, Small Business Management & Entrepreneurship

Angela Debelak Angela Debelak Wake Forest, North Carolina Details
Angela Debelak's American Express Financial Advisors Experience January 1994 - September 2002
Job HOA Collections Manager at PPM Professional Property Management
Industry Commercial Real Estate
Experience
PPM - Professional Property Management  June 2012 - Present
PPM - Professional Property Management  April 2011 - June 2012
Open Door Church   December 2002 - December 2009
American Express Financial Advisors   January 1994 - September 2002

Skills
Strategic Planning, Negotiation, Management, Information Technology..., Time Management, Change Management, Customer Service, Payroll, Accounts Receivable, Tax Preparation, Accounts Payable, Bookkeeping, Small Business, Budgets, Process Improvement, Public Speaking

Education
Rapport Leadership International   2002 — 2002
Graduate, Leadership Breakthrough 1

University of Minnesota-Twin Cities   1992 — 1995
Bachelor of Arts (B.A.), Industrial and Organizational Psychology

Jeffrey Ramsey Jeffrey Ramsey Greater Minneapolis-St. Paul Area Details
Jeffrey Ramsey's American Express Financial Advisors Experience January 1997 - January 2000
Job Director at McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC  July 2005 - Present
American Express Financial Advisors   January 1997 - January 2000
American Express Financial Advisors   January 1995 - January 1997

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Investment Advisory, Financial Planners, Estate Planning, Retirement, High Net Worth..., Financial Analysis, Financial Services, Mutual Funds, Finance, Wealth, 401k, Tax, Financial Advisory, Series 7, Wealth Management..., Investment Strategies, Asset Management, Asset Managment, Risk Management

Education
University of Minnesota-Twin Cities   1980 — 1985
Bachelor of Arts, History & Speech Communications

SLP High School

Cindy Chandler Cindy Chandler Greater Minneapolis-St. Paul Area Details
Cindy Chandler's American Express Financial Advisors Experience 1987 - 1994
Job Retained Executive Recruiter | Principal, Chandler Group Executive Search
Industry Staffing and Recruiting
Experience
Chandler Group Executive Search   October 2001 - Present
Children's Cancer Research Fund  2002 - 2011
American Express Financial Advisors   1987 - 1994
Piper Jaffray  1978 - 1986

Skills
Healthcare, Executive Search, Financial Services, Non-profits, Strategic Planning, Leadership Development, Health Insurance, Trusting Relationships, Start-ups, Nonprofits, Executive Coaching, Recruiting, Talent Management, Fundraising, Succession Planning, Leadership, Business Development, Change Management

Education
University of Minnesota-Twin Cities

David Clair, CFA David Clair, CFA Greater Minneapolis-St. Paul Area Details
David Clair, CFA's American Express Financial Advisors Experience March 1997 - March 2004
Job Senior Vice President at ICR
Industry Medical Devices
Experience
ICR  May 2015 - Present
Piper Jaffray & Company   September 2006 - Present
RBC Capital Markets  April 2004 - September 2006
American Express Financial Advisors   March 1997 - March 2004

Skills
Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, Series 7, Financial Analysis, Equity Valuation, Medical Devices, Financial Markets, Financial Statement..., Healthcare, Alternative Investments, Portfolio Management, Mutual Funds, Risk Management, Quantitative Analytics, Analysis, Industry Research, Due Diligence, Investor Relations, Mentoring, Stock Picking, DCF, Finance, Financial Services, Fixed Income

Education
University of Minnesota-Twin Cities   1998 — 2000
MBA, Finance

Michigan State University   1987 — 1992
B.A., Accounting

Rick Rietow Rick Rietow Greater Minneapolis-St. Paul Area Details
Rick Rietow's American Express Financial Advisors Experience 1995 - 2002
Job Consultant at Project Consulting Group
Industry Management Consulting
Experience
Project Consulting Group  December 2014 - Present
Nonprofit Resource Collaborative   July 2013 - Present
Target  April 2013 - December 2014
Target  July 2011 - April 2013
Lawson Software  January 2011 - July 2011
Lawson Software  September 2008 - January 2011
Medtronic  2001 - September 2008
American Express Financial Advisors   1995 - 2002

Skills
Process Improvement, Cross-functional Team..., Six Sigma, Project Management, Business Analysis, Vendor Management, Business Process..., Lean Manufacturing, Management, Visio, Leadership, Analytics, Change Management, Call Centers, Business Process, Project Portfolio..., Human Resources, Program Management, Analysis, Business Intelligence, CRM, ERP, IT Management, IT Strategy, Integration, Operations Management, Performance Management, Quality Assurance, SDLC, Software Documentation, Strategy, Team Leadership, Team Building, Process Engineering, Consulting, Strategic Planning, Customer Service, Training, Problem Solving

Education
University of Minnesota-Twin Cities   2003 — 2008
BA

University of St. Thomas   2000 — 2007
MBA, Information Technology

Kris Solberg Kris Solberg Greater Minneapolis-St. Paul Area Details
Kris Solberg's American Express Financial Advisors Experience 1994 - 1999
Job Senior Manager, Global Online Services at McAfee
Industry Computer & Network Security
Experience
McAfee  December 2011 - Present
McAfee, Inc.   2008 - December 2011
Secure Computing Corporation  March 2006 - November 2008
Secure Computing (acquired by McAfee)   March 2006 - November 2008
TicketWorks   September 2002 - June 2005
Secure Computing  November 1999 - July 2002
American Express Financial Advisors   1994 - 1999
Excel Instruction   1987 - 1994

Education
United Theological Seminary   1994 — 2000

University of Minnesota-Twin Cities
English and Anthropology

Nicolas Vetsch Nicolas Vetsch Austin, Texas Details
Nicolas Vetsch's American Express Financial Advisors Experience June 2004 - August 2004
Job Interpreting Service Relations Specialist at CSD
Industry Nonprofit Organization Management
Experience
CSD  August 2013 - Present
American Bank, N.A.   November 2011 - April 2013
21st Century Bank  September 2010 - September 2011
National Bank of Commerce  December 2005 - September 2010
American Express Financial Advisors   June 2004 - August 2004
21st Century Bank  June 2001 - May 2003

Skills
Portfolio Management, Banking, Credit, Financial Analysis, Customer Service, Commercial Banking, Loans

Education
University of Minnesota Duluth   2003 — 2008
B.B.A., Marketing

Mark Sobiech, CFP, CRPC Mark Sobiech, CFP, CRPC Greater Minneapolis-St. Paul Area Details
Mark Sobiech, CFP, CRPC's American Express Financial Advisors Experience September 2003 - August 2004
Job Financial Advisor, with Murphy & Associates, a Private Weatlh Advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2004 - Present
American Express Financial Advisors   September 2003 - August 2004

Education
University of Minnesota-Duluth   1999 — 2003
Finance

Champlin Park High School   1995 — 1999

Ward Armstrong Ward Armstrong Greater Minneapolis-St. Paul Area Details
Ward Armstrong's American Express Financial Advisors Experience 1984 - 2007
Job Managing Partner at NorthRock Partners
Industry Financial Services
Experience
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

Millie Acamovic Millie Acamovic Greater Minneapolis-St. Paul Area Details
Millie Acamovic's American Express Financial Advisors Experience 2003 - 2004
Job VP and CFO at Northwest Area Foundation
Industry Nonprofit Organization Management
Experience
College Possible  2014 - Present
Northwest Area Foundation  February 2007 - Present
Girl Scouts River Valleys  2010 - 2015
Girl Scouts River Valleys  2010 - 2015
Girl Scouts River Valleys  2010 - 2015
Ameriprise Financial  June 2004 - July 2006
Ameriprise Financial (Formerly American Express Financial Advisers Inc.   2004 - 2006
American Express Financial Advisors   2003 - 2004

Skills
Asset Managment, Mutual Funds, Series 7, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Budgets, Equity Research, Leadership, Financial Services, Insurance, Strategic Financial..., Asset Management, Investment Management, Strategy, Alternative Investments, Financial Analysis, Financial Advisory, Investment Strategies, Securities, Wealth Management, Private Equity, Equities, Finance, Due Diligence, Valuation, Investor Relations, Financial Modeling, Venture Capital, Mergers & Acquisitions, Corporate Finance, Fixed Income, Capital Markets, Bloomberg, Investment Advisory, Emerging Markets, Bonds, Risk Management, Cash Management, Executive Management, Relationship Management, Financial Markets, Philanthropy, Derivatives, Equity Valuation, Retirement, Investment Banking, Financial Planning, Management

Education
University of Chicago
BA, Economics

University of Minnesota - Carlson School of Management
MBA

Chip Hitchcock Chip Hitchcock Minneapolis, Minnesota Details
Chip Hitchcock's American Express Financial Advisors Experience January 1999 - January 2002
Job Regional Sales Director
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
ING  2007 - 2010
Ameriprise Financial  January 2002 - October 2007
American Express Financial Advisors   January 1999 - January 2002

Skills
Strategic Financial..., Insurance, Life Insurance, Disability Insurance, Series 7, Series 63, Term Life Insurance, Estate Planning, Fixed Annuities, New Business Development, Finance, Business Planning, Leadership, Retirement, Strategy, Retirement Planning, Sales Operations, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Employee Benefits, 401k, Wealth Management, Asset Allocation, IRAs, Uniform Combined State..., Investment Advisory, Long Term Care Insurance, Financial Planning

Education
University of Minnesota Duluth   1993 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services; Biology and Chemistry

Jon Case-Minners Jon Case-Minners Greater Minneapolis-St. Paul Area Details
Jon Case-Minners's American Express Financial Advisors Experience 1999 - 2002
Job Cloud Architect at Computer Science Corporation
Industry Information Technology and Services
Experience
Computer Science Corporation  May 2013 - Present
GDSI, Inc.   May 2009 - Present
Optum  2015 - 2015
Optum  2015 - 2015
Optum  2015 - 2015
Pareo, Inc.   August 2010 - May 2013
Ameriprise Financial  August 2005 - December 2007
American Express  January 2002 - July 2005
American Express Financial Advisors   1999 - 2002
Boffin Limited   January 1998 - June 1999

Skills
IT Strategy, Enterprise Architecture, Business Architecture, Program Management, COBIT 4.x, Vendor Management, Strategic Planning, SDLC, Architecture, Data Warehousing, Business Transformation, Governance, Project Management, Business Intelligence, Cross-functional Team..., ITIL, Collaborative Problem..., IT Risk Management, SOX Compliancy, GLBA, HIPAA, TOGAF 9.1 Certified..., Process Improvement, PMO, IT Management, Project Planning, Leadership, Integration, CRM, Cloud Computing, Outsourcing, Business Analysis, Enterprise Software, Management, Strategy, Consulting, Business Process..., Project Portfolio...

Education
University of Minnesota Graduate School   1993 — 1995
Progress toward MSEE, Systems Integration, 3.89

University of Minnesota-Twin Cities   1984 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering, 3.89

North Dakota State College of Science   1985 — 1986
ASEE, Electronics, 4.0

Lori Larson, CSA Lori Larson, CSA Greater Minneapolis-St. Paul Area Details
Lori Larson, CSA's American Express Financial Advisors Experience 1981 - 2006
Job President/Owner at Choice Connections Network
Industry Individual & Family Services
Experience
Choice Connections Network   June 2009 - Present
Ameriprise Financial Services, Inc.   2004 - 2006
Ameriprise Financial  1981 - 2006
American Express Financial Advisors   1981 - 2006
Ameriprise Financial (formerly American Express Financial Advisors)   1981 - 2006

Skills
Certified Senior Advisor, Mental Health, Leadership Development, Strategic Financial..., Investment Advisory..., Retirement, Medicare, Wealth Management, FINRA, Seniors Housing, Retirement Planning, Elder Care

Education
University of Minnesota - Carlson School of Management   1983 — 1985
MBA, Finance

University of Minnesota-Twin Cities   1976 — 1980
BS, Business Management

Sally Kellogg Sally Kellogg Greater Minneapolis-St. Paul Area Details
Sally Kellogg's American Express Financial Advisors Experience January 1997 - August 2003
Job Experienced marketing and communications leader
Industry Marketing and Advertising
Experience
Allianz Life  July 2009 - Present
Ameriprise Financial  July 2007 - February 2009
Ameriprise Financial  September 2003 - July 2007
American Express Financial Advisors   January 1997 - August 2003
American Express Financial Advisors   1994 - 1997

Skills
Project Management, Marketing Communications, Leadership, Strategy, Program Management, Strategic Planning, Strategic Communications, Team Building, Coaching, Management, Internal Communications, Budgets, Public Speaking, Customer Experience, Marketing Strategy

Education
University of Minnesota-Twin Cities   1986 — 1990
MBA, Strategic Management

University of Minnesota-Twin Cities   1977 — 1981
Bachelor of Science - Business, Marketing, General Management

Brian Ottenhoff Brian Ottenhoff Greater Minneapolis-St. Paul Area Details
Brian Ottenhoff's American Express Financial Advisors Experience August 2000 - November 2003
Job Team Coach at NorthShore Gymnastics Association
Industry Professional Training & Coaching
Experience
NorthShore Gymnastics Association   April 2006 - Present
Arden Fabrication Inc.   November 2003 - May 2006
Midwest Gymnastics  October 2003 - April 2006
Track-1 Technology   2003 - 2005
American Express Financial Advisors   August 2000 - November 2003
Spirit Gymnastics   February 1995 - October 2003
Household Finance  October 1998 - August 2000
Ottenhoff Painting   June 1995 - October 1998

Skills
Strategic Planning, Public Speaking, Customer Service, Sports Marketing, Coaching, Leadership, Fundraising

Education
University of Minnesota-Twin Cities   1990 — 1995
B.A., Political Science

Kristi Lundberg Kristi Lundberg Dallas/Fort Worth Area Details
Kristi Lundberg's American Express Financial Advisors Experience 2000 - 2002
Job Direct of Special Projects
Industry Events Services
Experience
Mundos Group   2012 - Present
Mundos International Inc   November 2009 - Present
Commercial & Private Motor Yachts   2006 - 2010
Preferred Properties Inc.  2004 - 2006
American Express Financial Advisors   2000 - 2002

Education
University of Minnesota - Carlson School of Management   1997 — 2001
BS, Marketing & International Business

Barnum High School

Pat Stream Pat Stream Greater Minneapolis-St. Paul Area Details
Pat Stream's American Express Financial Advisors Experience 1992 - 2000
Job Director of Customer Success at Procentive
Industry Computer Software
Experience
Procentive  January 2015 - Present
Procentive  May 2011 - Present
Procentive  November 2006 - June 2011
e-Cam Technologies   February 2004 - November 2006
Excellcom Communications   2002 - 2004
Deluxe Decorators   2000 - 2002
American Express Financial Advisors   1992 - 2000

Skills
Documentation, Process Improvement, Change Management, Customer Relations, Conflict Resolution, Consultative Selling, Workflow, Workflow Analysis, Software Training, Teaching, Seminar Speaker, Software Documentation, Social Services, Public Speaking, Hands-on Training, Selling, Mental Health, Project Management, Customer Service, Customer Satisfaction, Training, Management, Nonprofits, Team Building, Program Management, Leadership, CRM, Coaching, SaaS, Enterprise Software, Strategy, Cross-functional Team..., Software Implementation, Sales, Salesforce.com

Education
University of Minnesota-Duluth   1989 — 1992
Bachelor of Business Administration, Management Information Systems and Finance

Laura Odegaard Laura Odegaard Greater Minneapolis-St. Paul Area Details
Laura Odegaard's American Express Financial Advisors Experience February 2002 - February 2005
Job Retail and Wholesale Business Owner
Industry Consumer Goods
Experience
Rustic River Jewelry   October 2009 - Present
Rustic River Trading Company   April 2005 - October 2014
Ameriprise Financial  February 2005 - January 2008
American Express Financial Advisors   February 2002 - February 2005
American Express Financial Advisors   November 1998 - February 2002

Skills
Project Management, Budgets, Strategy, Management, Strategic Planning, Marketing Strategy, Training, Marketing, Cross-functional Team..., Leadership

Education
University of Minnesota-Twin Cities   1993 — 1996
Urban Forest Management, Science, Business

John Hibbs II John Hibbs II Eden Prairie, Minnesota Details
John Hibbs II's American Express Financial Advisors Experience October 1993 - November 1997
Job Quality Control Manager at SeQuel Response
Industry Marketing and Advertising
Experience
SeQuel Response   October 2010 - Present
Discover Mortgage   December 1997 - October 2010
American Express Financial Advisors   October 1993 - November 1997

Skills
Proofreading, Direct Mail, Social Media, Direct Marketing, Copy Editing, Mortgage Lending, Public Relations, Email Marketing, Analytics, Marketing, Facebook, Newsletters, Online Marketing, Market Research, Customer Acquisition, Customer Service, Marketing Strategy

Education
University of Minnesota-Twin Cities
Bachelor's degree, Political Science and Government

Scott Gokey Scott Gokey Miami/Fort Lauderdale Area Details
Scott Gokey's American Express Financial Advisors Experience February 1997 - September 2001
Job Senior Instructional Designer at Mount Sinai Medical Center Miami Beach
Industry Information Technology and Services
Experience
Mount Sinai Medical Center Miami Beach  May 2014 - Present
Park Nicollet Health Services  January 2011 - May 2014
Cognitive Drug Research  April 2008 - August 2009
Keller Williams Real Estate  June 2006 - March 2007
Alamo & National Car Rental  September 2004 - September 2005
Luna Carpet and Blinds   February 2003 - September 2004
Ultimate Exposure Tanning Salon   September 2001 - May 2002
American Express Financial Advisors   February 1997 - September 2001
Macalester College  1998 - 2001

Skills
Recruiting, Training, Leadership, Human Resources, Budgets, Team Building, Employee Training, Social Networking, Microsoft Word, SharePoint, Healthcare, Healthcare Information..., Epic Systems, PowerPoint, Quality Assurance, Customer Service, Process Improvement, Documentation, Event Management, Data Entry, EHR, Project Management, Microsoft Excel

Education
Epic Corporation   2011 — 2012
Certification, Cadence, Prelude & Radiant (including Mammography)

Fellow Life Management Institute   2000 — 2001
Associates, Customer Service

University of Minnesota-Twin Cities   1990 — 2000
Bachelors, Psychology

Redwood Falls/Morton High School   1987 — 1990
High School Diploma

Julia Nolan Julia Nolan Cincinnati Area Details
Julia Nolan's American Express Financial Advisors Experience 2001 - 2002
Job Assistant Vice President, Regulatory Management, Product Strategy & Support at U.S. Bank
Industry Banking
Experience
U.S. Bank   June 2012 - Present
U.S. Bank   October 2010 - July 2012
U.S. Bank   September 2006 - September 2010
U.S. Bank   May 2005 - September 2006
U.S. Bank   May 2004 - May 2005
U.S. Bank   October 2002 - May 2004
American Express Financial Advisors   2001 - 2002

Skills
Training & Development, Sales Process, Project Implementation, Project Management, Technical Writing, Sales Presentations, Presentation Development, Sales Coach, Critical Thinking, Employee Training, Risk Management, Analysis, Sales, Relationship Management, Customer Experience, Product Management, Credit, Banking, Finance, Consumer Lending, Leadership

Education
University of Minnesota-Twin Cities   1996 — 2000
B.S., Organizational Communication

Maggie Johnson, PMP Maggie Johnson, PMP Greater Minneapolis-St. Paul Area Details
Maggie Johnson, PMP's American Express Financial Advisors Experience 1997 - 2005
Job Project Manager at Deluxe Corporation
Industry Financial Services
Experience
Deluxe Corporation  January 2012 - Present
Ameriprise Financial Services, Inc.   March 2006 - June 2011
Ameriprise Financial Services, Inc.   2007 - 2007
Ameriprise Financial Services, Inc.   2006 - 2006
American Express Financial Advisors   1997 - 2005
Collins Communications  1995 - 1997
Royal Viking Line  1984 - 1988
Open Systems Inc  1978 - 1983

Education
University of Minnesota-Twin Cities
Bachelor of Science

Adrian Carbajal Adrian Carbajal Miami, Florida Details
Adrian Carbajal's American Express Financial Advisors Experience March 1998 - September 2000
Job Mgr., Business Planning & Analysis International at Royal Caribbean Cruises Ltd.
Industry Leisure, Travel & Tourism
Experience
Royal Caribbean International  December 2010 - Present
Honeywell Aerospace  November 2009 - December 2010
Honeywell  October 2007 - November 2009
Royal Caribbean Cruises, Ltd.   October 2000 - June 2007
American Express Financial Advisors   March 1998 - September 2000
American Express Financial Advisors   March 1997 - March 1998
American Express Financial Advisors   April 1990 - March 1997

Skills
Forecasting, Business Planning, Process Improvement, Business Analysis, Budgets, Strategic Planning, Team Leadership, Financial Analysis, Business Intelligence, Pricing, Pricing Strategy, Hyperion Enterprise, Financial Reporting, Revenue Analysis, Accounting, Travel Management, Analysis, New Business Development, Finance, Strategy, Analytics, Management

Education
University of Minnesota-Twin Cities   1997 — 2002
BS, Information Systems

Jason Hertel Jason Hertel Minneapolis, Minnesota Details
Jason Hertel's American Express Financial Advisors Experience September 2003 - May 2005
Job Director IT Service Delivery at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota  January 2015 - Present
Blue Cross and Blue Shield of Minnesota  June 2012 - January 2015
Ameriprise Financial Services, Inc.   August 2011 - June 2012
TCF Bank  August 2009 - August 2011
Ameriprise Financial  August 2006 - August 2009
Ameriprise Financial  May 2005 - August 2006
American Express Financial Advisors   September 2003 - May 2005
American Express Financial Advisors   January 2003 - August 2003

Skills
ITIL, Six Sigma, IT Service Management, Vendor Management, Business Analysis, Process Improvement, IT Operations, Incident Management, Change Management, Enterprise Architecture, Disaster Recovery, IT Strategy, SharePoint, Project Management, Program Management, SDLC, Infrastructure, IT Management, Visio, Business Process..., Management, Software Development, Enterprise Software, Security, Creative Strategy, Integration, PMP, Project Portfolio...

Education
University of St. Thomas   2003 — 2004
BA, Business Adminstration, Communications

University of Minnesota Duluth   2000 — 2002
MIS, Communications

Jean Machart Jean Machart Greater Minneapolis-St. Paul Area Details
Jean Machart's American Express Financial Advisors Experience 2001 - 2002
Job Vice President Client Experience at Ameriprise | Innovative Strategist| Executive who Grows Businesses
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Ameriprise Financial  January 2009 - March 2013
Ameriprise Financial  January 2006 - January 2009
American Express Financial Services  May 2004 - December 2005
American Express  2003 - April 2004
American Express Financial Advisors   2001 - 2002
American Express Financial Advisors   January 1999 - July 2001
American Express Financial Advisors   June 1997 - December 1998
American Express Financial Advisors   November 1995 - May 1997
American Express Financial Advisors   June 1995 - October 1995

Skills
Product Management, Product Development, Relationship Management, Negotiation, Interpersonal Skill, Integrity, Program Management, Collaboration, Business Strategy, Analytics, Cross-functional Team..., Strategy, Business Transformation, Social Media Marketing, Banking, Team Building, Client Experience, Product Strategy, Driving innovation and..., Sound Decision Making, Investment Advisory, Electronic Payments, Wealth Management, Financial Services, Customer Experience, Strategic Planning, Management, Analysis, Mergers & Acquisitions, P&L Management, Investments, Finance, Marketing Strategy, Change Management, Marketing, Portfolio Management, Segmentation, Integrated Marketing, Risk Management, Sales, Vendor Management

Education
University of Minnesota - Carlson School of Management   1996 — 1999
MBA, Information Technology and Operations

University of Wisconsin-Madison   1990 — 1995
BBA, Mathematics

University of Wisconsin-Madison - School of Business   1990 — 1995
BBA, Finance, Graduated with distinction

Marshfield Senior High School   1987 — 1990

Richard Rezac Richard Rezac Rapid City, South Dakota Area Details
Richard Rezac's American Express Financial Advisors Experience February 1994 - November 1997
Job Owner/Operator at Star B Ranch
Industry Information Technology and Services
Experience
Star B Ranch   June 2011 - Present
Factor360   November 2007 - May 2014
Rezac's Recipes   August 2010 - January 2013
Morris, Inc  November 2006 - October 2007
HIRED  September 2004 - September 2006
Brown Governance   September 2002 - September 2004
Billy Graham Evangelistic Association  September 2000 - September 2002
Billy Graham Evangelistic Association  February 1999 - September 2000
Billy Graham Evangelistic Association  February 1998 - February 1999
American Express Financial Advisors   February 1994 - November 1997

Skills
Budgeting, Customer Service, Web Design, Logistics, Social Media Marketing, Lead Procurement, Online Fundraising, Online Contests, Online Marketing..., Human Resources, International Event..., International Logistics, Insurance, Personal Financial..., Internet Recruiting, Corporate Governance, Board Governance, Process Improvement, Project Management, Ministry Development, Personnel Management, Fundraising, B2B Marketing, Budgets, Program Management, Email Marketing, Policy, Graphic Design, Public Speaking, Marketing Strategy, Recruiting, Sales, Nonprofits, Sales Operations, Advertising, Marketing Communications, Time Management, Strategy, Leadership, Management, Marketing, Strategic Planning, Public Relations, Event Planning

Education
University of Minnesota - Carlson School of Management   1987 — 1991
Bachelor, Business Management

High School   1981 — 1984
High School Diploma, High School Diploma

Mike Forsyth Mike Forsyth Greater Minneapolis-St. Paul Area Details
Mike Forsyth's American Express Financial Advisors Experience July 1995 - November 2005
Job Senior Business Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management  October 2010 - Present
Ameriprise Financial  November 2005 - December 2008
American Express Financial Advisors   July 1995 - November 2005
American Express Financial Advisors   March 1989 - July 1995

Skills
SDLC, Quality Assurance, Business Process..., Analysis, Risk Management, Governance, Testing, Training, Product Management, IT Strategy, Process Improvement, Auditing, Portfolio Management, Requirements Gathering, Project Management, Quality Management, Business Requirements, Requirements Analysis, Business Process, Access, Business Analysis, Visio, Change Management, Sarbanes-Oxley Act, Program Management, Integration

Education
University of Saint Thomas   1991 — 1996
Master of Science, Software Design & Development

University of Minnesota Duluth   1971 — 1976
Bachelor of Arts, Business Administration

Matt Mahmood Matt Mahmood Greater Minneapolis-St. Paul Area Details
Matt Mahmood's American Express Financial Advisors Experience July 1996 - February 2000
Job Managing Director at Proplast Group
Industry Plastics
Experience
Proplast Group LLC   May 2015 - Present
Thermotech, Inc.   December 2007 - April 2015
Pioneer Plastics, Inc  April 2002 - January 2015
Circata Corporation   August 1999 - November 2003
American Express Financial Advisors   July 1996 - February 2000
Bear Stearns  January 1995 - November 1996
Salomon Smith Barney  January 1993 - December 1995

Skills
Manufacturing, Executive Management, P&L Management, Operational Turnaround, Turnaround Specialist, Distressed M&A, Mergers, Turn Around Management, Strategic Planning, Manufacturing Operations, Global Strategy, Continuous Improvement, Change Management, Operations Management, Marketing Strategy, Corporate Finance, Molding, Supply Chain Management, Analysis, Operational Excellence, Process Improvement, Start-ups, Business Strategy, Negotiation, Supply Chain, International Business, Strategic Partnerships, Investments, Planning, Cost Reduction, Customer Relations, Contract Negotiation, Mentoring, Business Management, IT Strategy, Tax, Company Acquisitions, Global Operations, Internationalization, International..., Strategic Thinking, Joint Ventures, Investment Banking, Investment Strategies, Financial Modeling, Financial Accounting, Financial Analysis, Foreign Investment, Business Development, Management

Education
University of Minnesota - Carlson School of Management   2004 — 2006
MBA - magna cum laude, Strategy & Operations

Jonathan Maples Jonathan Maples Greater Minneapolis-St. Paul Area Details
Jonathan Maples's American Express Financial Advisors Experience 1987 - 1997
Job Program Director, Government Programs Medicare Medicaid Integration
Industry Information Technology and Services
Experience
Express Scripts  July 2010 - June 2012
United Health Group  September 2009 - January 2011
Blue Cross  September 2008 - September 2009
Blue Cross Blue Shield  November 2006 - September 2008
GMAC  November 2005 - October 2006
Carlson Marketing Group  March 2003 - October 2005
Fallon Worldwide  2000 - 2003
Spherion  2000 - 2002
American Express Financial Advisors   1987 - 1997

Skills
SDLC, Project Management, Program Management, Business Intelligence, Visio, Software Development, PMO, Scrum, Leadership, Agile Methodologies, Vendor Management, Strategy, Management, Business Process, Business Analysis, IT Strategy, PMP, Data Warehousing, Information Technology, Project Portfolio..., Quality Assurance, Team Management, Telecommunications, User Acceptance Testing, Software Documentation, ITIL, Business Process..., Requirements Gathering, Software Project..., Governance, Security, Process Improvement, MS Project, Outsourcing, Integration, Project Delivery, Waterfall, SOA, Change Management, Business Requirements, CRM, Enterprise Architecture, E-commerce, Cross-functional Team..., Requirements Analysis, SharePoint, Agile Project Management, IT Management, Team Building, Resource Management

Education
University of Minnesota - Carlson School of Management
Masters, MIS

Joe Wittig Joe Wittig Greater Minneapolis-St. Paul Area Details
Joe Wittig's American Express Financial Advisors Experience September 1984 - April 1993
Job
Industry Financial Services
Experience
US Bank  March 2007 - January 2008
Ameriprise Financial  April 1993 - February 2007
American Express Financial Advisors   September 1984 - April 1993
Coopers & Lybrand  September 1981 - September 1984

Education
University of Minnesota - Carlson School of Management   1981 — 1984
BS

University of Minnesota-Twin Cities   1973 — 1977
BS

De La Salle HS, Minneapolis   1967 — 1971

St Anne, Minneapolis

Eric Knutson Eric Knutson Greater Minneapolis-St. Paul Area Details
Eric Knutson's American Express Financial Advisors Experience January 1998 - June 2002
Job Seasoned Business Analyst, Business Systems Analyst, Project Manager
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - July 2011
Ameriprise Financial Services, Inc.   June 2010 - January 2011
Express Scripts  August 2009 - October 2009
Deluxe Corporation  August 2007 - January 2009
Fairview Health Services  September 2006 - March 2007
Target  June 2006 - August 2006
Target  December 2005 - March 2006
Velocity Express  February 2003 - April 2005
American Express Financial Advisors   January 1998 - June 2002

Skills
SDLC, Data Modeling, Business Requirements, Enterprise Architecture, Databases, User Acceptance Testing, Web Applications, Leadership

Education
University of Minnesota - Carlson School of Management   1993 — 1998
Bachelor of Science, Business

Beth Kemmetmueller Beth Kemmetmueller Greater Minneapolis-St. Paul Area Details
Beth Kemmetmueller's American Express Financial Advisors Experience September 2002 - May 2003
Job Senior Finance Manager, US Retail and Enterprise Customer Care at Best Buy
Industry Retail
Experience
Best Buy  July 2015 - Present
Best Buy  March 2012 - July 2015
Best Buy  November 2010 - March 2012
Best Buy Co, Inc.   September 2007 - November 2010
Best Buy  December 2005 - September 2007
Best Buy  June 2004 - December 2005
ConAgra Foods  May 2003 - June 2004
American Express Financial Advisors   September 2002 - May 2003

Skills
Forecasting, Retail, Income Statement, Financial Modeling, Microsoft Excel, Financial Reporting, Multi-channel Retail, Microsoft Office, PowerPoint, Training, Customer Service, Essbase, Data Analysis, Business Strategy, Performance Management, Budgets, Finance, Financial Forecasting, Analysis, Leadership, P

Education
University of Minnesota - Carlson School of Management   2007 — 2010
MBA

University of Minnesota - Carlson School of Management   2000 — 2004
Bachelor of Science (BS), Finance and Marketing

Mark Krinke Mark Krinke Greater Minneapolis-St. Paul Area Details
Mark Krinke's American Express Financial Advisors Experience 1998 - 1999
Job Senior Systems Engineer at Assurant, Inc
Industry Information Technology and Services
Experience
Assurant  January 2015 - Present
Assurant, Inc  April 2001 - Present
Cotelligent  1995 - 2000
American Express Financial Advisors   1998 - 1999
West Publishing  1990 - 1995

Skills
Server Architecture, Disaster Recovery, Enterprise Architecture, IIS, Active Directory, VMware, Virtualization, ITIL, Windows Server

Education
University of Wisconsin-River Falls   1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General

University of Minnesota-Twin Cities

Patrick Banzhof Patrick Banzhof Greater Minneapolis-St. Paul Area Details
Patrick Banzhof's American Express Financial Advisors Experience January 1999 - January 2000
Job Senior Systems Accountant at United States Postal Service
Industry Investment Management
Experience
United States Postal Service  March 2012 - Present
Allianz Life  November 2008 - April 2010
Thomson Reuters  August 2000 - May 2008
American Express Financial Advisors   January 1999 - January 2000
Franklin Templeton Investments  January 1997 - February 1999
Franklin Templeton Investments  October 1995 - January 1997
Franklin Templeton Investments  January 1993 - January 1995

Skills
Financial Markets, Fixed Income, Equities, Accounting, General Ledger, Microsoft Office, Lotus Notes, WebEx, Oracle, Siebel, Six Sigma, Bloomberg, Reuters, Relationship Management, Budgeting, Factset, Excel, OneNote, Minitab, Financial Services, Budgets, Business Analysis, Process Improvement, Customer Service, Financial Reporting, Analysis, Microsoft Excel, Vendor Management, Training, Strategy, Investments, Project Management, Financial Analysis

Education
University of St. Thomas   2005 — 2009
MBA

University of Minnesota Duluth   1988 — 1993
Bachelor, Accounting

Scott Schufman Scott Schufman Saint Paul, Minnesota Details
Scott Schufman's American Express Financial Advisors Experience February 1999 - February 2001
Job Chief Financial & Administrative Officer at Girl Scouts of Minnesota and Wisconsin River Valleys
Industry Nonprofit Organization Management
Experience
Girl Scouts of Minnesota and Wisconsin River Valleys  October 2012 - Present
Metropolitan Health Plan  January 2011 - August 2012
Treasure Island Resort & Casino  May 2010 - January 2011
UnitedHealth Group  August 2007 - July 2009
Goodwill/Easter Seals  December 2006 - March 2007
Ameriprise Financial Services, Inc. / American Express Financial Advisors   February 2001 - March 2006
American Express Financial Advisors   February 1999 - February 2001
American Express Financial Advisors   January 1994 - February 1999

Skills
Financial Analysis, Strategic Planning, Accounting, Forecasting, Financial Reporting, Process Improvement, Budgets, Strategic Financial..., Insurance, Risk Management, Change Management, Managerial Finance, Finance, Project Planning, Team Leadership, Analysis, Leadership, Management, Strategy, Business Planning, Project Management, Auditing, Data Analysis, Business Process..., Human Resources, Business Analysis, Cross-functional Team..., Pricing, Marketing, Mergers & Acquisitions, Nonprofits, New Business Development, Team Building, Training, Operations Management, Program Management, Values-based Leadership, Trusted Business Partner, Financial Planning, CRM, Start-ups, Financial Modeling, Analytics, Mentoring

Education
University of Minnesota - Carlson School of Management
MBA Program

University of Minnesota-Twin Cities
BSB, Business, Accounting

Karin H. Lucas Karin H. Lucas Greater Minneapolis-St. Paul Area Details
Karin H. Lucas's American Express Financial Advisors Experience 1986 - 1996
Job SVP LTC Global Client Services at Korn/Ferry International
Industry Management Consulting
Experience
Face to Face  July 2015 - Present
Korn/Ferry International  January 2013 - Present
PDI Ninth House, a Korn/Ferry Company   January 2007 - January 2013
Allina Hospitals & Clinics  2005 - 2007
Allina Hospitals & Clinics  2004 - 2005
Lucas Consulting Inc.   1996 - 2004
American Express Financial Advisors   1986 - 1996

Skills
Leadership Development, Organizational..., Succession Planning, Organizational..., Talent Management, Leadership, Strategy, Strategic Planning, Recruiting, Executive Coaching, Business Process..., Human Resources, Organizational Design, 360 Feedback, Training, Performance Management, Operations Management, Management, Employee Engagement, Process Improvement, Performance Improvement, Change Management, Project Management, Management Consulting, Workshop Facilitation, Business Process, Coaching, Consulting, New Business Development, Culture Change, MBTI, Executive Development, Career Development, Personnel Management, Workforce Planning, Talent Acquisition, Management Development, Team Building, Training Delivery, Onboarding, Emotional Intelligence, Program Management, Executive Management, Business Strategy

Education
University of Minnesota - Carlson School of Management   1986 — 1988
M.B.A., Marketing

Wittenberg University   1979 — 1983
B.A., Business Administration, Biology

Sandy BC Johnson Sandy BC Johnson Greater Minneapolis-St. Paul Area Details
Sandy BC Johnson's American Express Financial Advisors Experience 1987 - 2005
Job Community Board Member at YMCA Ridgedale
Industry Nonprofit Organization Management
Experience
YMCA Ridgedale   August 2010 - Present
Non-Profit  2005 - Present
American Express Financial Advisors now Ameriprise Financial   October 1987 - July 2005
American Express Financial Advisors   1987 - 2005

Skills
Leadership Development, Non-profits, Leadership, Organizational..., Program Development, Volunteer Management, Community Outreach, Fundraising, Event Planning, Public Speaking, Nonprofits, Staff Development, Community Development, Grant Writing, Grants, Board Development, Workshop Facilitation, Conflict Resolution, Policy, Program Evaluation, Training, Human Resources, Program Management, Career Counseling, Coaching, Executive Coaching, Strategic Planning, Resume Writing, Philanthropy, Team Building, Career Development, Youth Development, Proposal Writing, Diversity Training

Education
University of Minnesota-Twin Cities   1960 — 1962
Associate in Liberal Arts, Sociology

Sharon Cline Sharon Cline Greater Minneapolis-St. Paul Area Details
Sharon Cline's American Express Financial Advisors Experience October 1997 - October 2000
Job Director Change and Release Management at Best Buy
Industry Information Technology and Services
Experience
Best Buy  April 2015 - Present
Ameriprise Financial Services, Inc.   December 2009 - April 2015
Ameriprise Financial  June 2004 - December 2009
Ameriprise Financial Services, Inc.   October 2000 - June 2004
American Express Financial Advisors   October 1997 - October 2000
American Express Financial AdvisorsStart   February 1988 - October 1997

Skills
Vendor Management, Service Management, Business Analysis, Process Improvement, ITIL, Asset Managment, IT Strategy, IT Service Management, SDLC, Asset Management, IT Operations, PMP, PMO, Requirements Analysis, Project Portfolio..., Software Documentation, Business Requirements, Service Delivery, Disaster Recovery, Business Process..., Resource Management, IT Management, Business Process, Project Delivery, Incident Management, Data Center, Change Management, Requirements Gathering, Visio, IT Outsourcing, SharePoint, Enterprise Architecture, Governance, Business Continuity, Team Leadership

Education
University of Minnesota - Carlson School of Management   1975 — 1979

Benchmark Learning
SharePoint 2010 Business Intelligence

New Horizons of Minnesota
ITIL Manager Certification, With distinction

University of Minnesota-Twin Cities
CPA Certificate

Nancy Pias Nancy Pias Greater Minneapolis-St. Paul Area Details
Nancy Pias's American Express Financial Advisors Experience 1995 - 2002
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Self-employed  2004 - Present
Ameriprise Financial Services, Inc.   November 2011 - March 2012
IBM Global Services  2002 - 2004
American Express Financial Advisors   1995 - 2002
International Dairy Queen  1992 - 1995

Skills
Magazines, Writing, Public Speaking, Internal Communications, Editing, Proofreading, Strategic Communications, Newsletters

Education
University of Minnesota-Twin Cities   1986 — 1990

Rod England Rod England Greater Minneapolis-St. Paul Area Details
Rod England's American Express Financial Advisors Experience 1998 - 2004
Job Treasury and Finance Professional
Industry Financial Services
Experience
The Mosaic Company  2012 - Present
Thomson Reuters  2012 - 2012
CPP North America  2010 - 2011
MoneyGram International  2010 - 2010
GMAC ResCap  2006 - 2009
Metris Companies  2004 - 2006
American Express Financial Advisors   1998 - 2004

Skills
Financial Modeling, Risk Management, Cash Management, Forecasting, Banking, Capital Markets, Accounting, Corporate Finance, Credit, Treasury, Finance, Strategy, SAP, Business Strategy, Management, Treasury Management, Payments, Financial Analysis

Education
University of Minnesota - Carlson School of Management

University of Minnesota-Twin Cities

Philip Mickelson, CFA Philip Mickelson, CFA San Francisco Bay Area Details
Philip Mickelson, CFA's American Express Financial Advisors Experience July 1997 - November 1999
Job President at CleanFocus Energy
Industry Environmental Services
Experience
CleanFocus Energy   January 2010 - Present
CleanFocus Advisors, LLC   June 2008 - April 2010
SFG Asset Advisors  July 2007 - April 2008
JPMorgan  2002 - 2007
Hambrecht and Quist   November 1999 - March 2002
American Express Financial Advisors   July 1997 - November 1999
American Express Financial Advisors   November 1991 - July 1997

Skills
Entrepreneurship, Financial Analysis, Project Management, Market Research, Sales Presentations, Capital Markets

Education
University of Minnesota-Twin Cities   1987 — 1991
Finance, Speech-Communications

Shawn Connor Shawn Connor Greater Minneapolis-St. Paul Area Details
Shawn Connor's American Express Financial Advisors Experience 1998 - 2000
Job Control Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
On the Rocks Wine & Spirits  2011 - 2015
On the Rocks Wine & Spirits  2011 - 2015
On the Rocks Wine & Spirits  2011 - 2015
Ameriprise Financial Services, Inc.   October 2009 - July 2011
Ameriprise Financial  September 2007 - October 2009
Ameriprise Bank FSB  June 2006 - September 2007
Ameriprise Financial  May 2002 - June 2006
American Express Financial Advisors   1998 - 2000
Quality Wine & Spirits  1986 - 1988

Skills
Financial Services, Securities, Mutual Funds, Banking, Process Improvement, Finance, Financial Analysis, Business Analysis, Project Management, Leadership, AML, Vendor Management, Series 63, Retirement Planning, Insurance, Equities, Requirements Analysis, Requirements Gathering, Program Management

Education
Brown Institute for Broadcasting   1979 — 1980
Cert. of COmpletion, Class A FCC Operators License, Radio & Television Broadcasting

University of Minnesota-Twin Cities   1976 — 1978

Dani Moroz Dani Moroz Orange County, California Area Details
Dani Moroz's American Express Financial Advisors Experience May 1998 - August 2003
Job Intellectual Property Paralegal professional
Industry Legal Services
Experience
Mueting, Raasch & Gebhardt, P.A.   August 2006 - June 2015
Anoka Hennepin School District  September 2004 - June 2006
Best & Flanagan  August 2003 - September 2004
American Express Financial Advisors   May 1998 - August 2003
Northwest Airlines  May 1996 - May 1998

Education
Minnesota Paralegal Institute
Paralegal Certificate - A.B.A. approved, Paralegal studies

University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist

Sara Lindquist Sara Lindquist Minneapolis, Minnesota Details
Sara Lindquist's American Express Financial Advisors Experience 2002 - 2005
Job Administrative Assistant at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  2011 - Present
Dashe & Thomson  2007 - 2009
The Scoular Company  2006 - 2007
American Express Financial Advisors   2002 - 2005
Fallon  2000 - 2001
Walt Disney World  September 1999 - January 2000

Skills
Leadership, Editing, Microsoft Office, Research, Advertising, Training, Customer Service, Human Resources, Microsoft Word, Microsoft Excel, Outlook, Proofreading, PowerPoint, Marketing, Writing, Lotus Notes, Software Documentation

Education
University of Minnesota-Morris   1996 — 2000
B.A., Speech Communication

Washburn High School   1992 — 1996
High School Diploma

Linda Feddema Linda Feddema St. Cloud, Minnesota Area Details
Linda Feddema's American Express Financial Advisors Experience October 1998 - November 2004
Job Executive Assistant at Cetera Investment Services LLC
Industry Financial Services
Experience
Cetera Investment Services LLC   February 2005 - Present
American Express Financial Advisors   October 1998 - November 2004
REM Companies   November 1983 - October 1998

Skills
Securities, Investments, Mutual Funds, Financial Advisory, Series 63, Life Insurance, Strategic Financial..., Finance

Education
University of Minnesota-Twin Cities   1967 — 1968
Business Administration and Management, General

Jo Wetherille Jo Wetherille Greater Minneapolis-St. Paul Area Details
Jo Wetherille's American Express Financial Advisors Experience 2000 - 2006
Job Director TPA Relationships at Empower Retirement
Industry Financial Services
Experience
Empower Retirement  January 2015 - Present
Great-West Retirement Services  December 2008 - Present
Wetherille Consulting   July 2006 - December 2008
American Express Financial Advisors   2000 - 2006
American Express Retirement Services  1989 - 2006
American Express  1989 - 2006
Ameriprise Financial  1989 - 2006
Ameriprise Retirement Services   1989 - 2006
American Express Financial Advisors (now Ameriprise Financial)   1989 - 2006

Skills
Retirement, Process Improvement, Project Management, Series 7, Wealth Management, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, 401k, Relationship Management

Education
University of Minnesota - Carlson School of Management
BS, Accounting and Finance

Corey J. Sandberg Corey J. Sandberg Greater Minneapolis-St. Paul Area Details
Corey J. Sandberg's American Express Financial Advisors Experience 1999 - 2005
Job President & CEO, Affinity Gold Corp.
Industry Mining & Metals
Experience
Affinity Gold Corp.   August 2010 - Present
Human Brands, Inc.   June 2014 - Present
Corizona Minera, Construcciones & Inversiones, S.A.C.   October 2011 - February 2013
Amaris Ventures, LLC   2008 - February 2011
Equity Vision Media, LLC   2008 - January 2011
Affinity Gold Corp.   February 2009 - June 2010
Kingdom Homes, LLC   2004 - 2007
American Express Financial Advisors   1999 - 2005

Skills
Investments, Mergers, Business Strategy, Venture Capital, Strategic Financial..., Start-ups, Negotiation, Business Planning, Financial Analysis, Due Diligence, Financial Modeling, Entrepreneurship, Investment Banking, Equities, Asset Managment, Private Equity, Corporate Finance, Mergers & Acquisitions, Investor Relations, Asset Management, Strategic Planning, Business Development, Renewable Energy, Corporate Development, Cleantech, Management, Finance, IPO, Restructuring, Joint Ventures, Executive Management, Private Placements, Funding, Emerging Markets, Project Finance, Valuation, International Business

Education
University of Minnesota-Twin Cities   1994 — 1997
Bachelors of Arts, Japanese Language & Culture

Jaymee Lebowsky MBA Jaymee Lebowsky MBA Greater Minneapolis-St. Paul Area Details
Jaymee Lebowsky MBA's American Express Financial Advisors Experience September 1999 - February 2002
Job Network Contract Manager at UnitedHealthcare (UnitedHealth Group)
Industry Financial Services
Experience
UnitedHealthcare (UnitedHealth Group)   May 2012 - Present
Ameriprise Financial Services, Inc.   2009 - May 2012
Wells Fargo Company  September 2007 - October 2008
RBC Dain Rauscher  December 2003 - September 2007
American Express  February 2002 - December 2003
American Express Financial Advisors   September 1999 - February 2002

Skills
Financial Analysis, Process Improvement, Series 7, Forecasting, Investments, Portfolio Management, Finance, Vendor Management Skills, Strategy, Vendor Relationships, Strategic Planning, Pricing, Corporate Finance, Management, Accounting, Derivatives, Cross-functional Team..., Analysis, Healthcare Management, Sarbanes-Oxley Act, Drug Delivery, Health Insurance, Capital Markets, Securities, Fixed Income, Cash Management, Pharmacy Benefit..., Leadership, Managed Care, Cash Flow

Education
Thames Valley University - London England
Business and History

University of Minnesota-Twin Cities
Bachelor of Arts, Economics

University of Saint Thomas - School of Business
MBA, Business

Brad Tollander Brad Tollander Greater Minneapolis-St. Paul Area Details
Brad Tollander's American Express Financial Advisors Experience 1990 - 1992
Job Senior Investment Manager at Advanced Capital Group
Industry Financial Services
Experience
Advanced Capital Group   October 2010 - Present
Deloitte & Touche Investment Advisors LLC   July 1998 - November 2010
American Express Financial Advisors   1990 - 1992

Education
University of Minnesota-Twin Cities   1987 — 1990
Management, Finance

Chris Fodor Chris Fodor Greater Minneapolis-St. Paul Area Details
Chris Fodor's American Express Financial Advisors Experience June 1988 - February 2001
Job Chief Financial Officer at CSM Corporation
Industry Commercial Real Estate
Experience
CSM Corporation  August 2007 - Present
Entero (Formerly TouchPointe)   August 2006 - August 2007
Entero (Formerly TouchPointe)   August 2006 - August 2007
Entero (Formerly TouchPointe)   August 2006 - November 2006
Buffets, Inc.   March 2001 - August 2006
Buffets, Inc.   March 2001 - July 2002
American Express Financial Advisors   June 1988 - February 2001
American Express Financial Advisors   January 1996 - July 1999
American Express Financial Advisors   December 1992 - December 1995
American Express Financial Advisors   June 1988 - November 1992

Education
University of Saint Thomas
Master of Business Administration (MBA)

University of Minnesota-Twin Cities
Carlson School of Management, Accounting and Finance

Joel Floum Joel Floum Greater Minneapolis-St. Paul Area Details
Joel Floum's American Express Financial Advisors Experience 1998 - 2001
Job Vice President Investment Advisory Programs at US Bancorp
Industry Financial Services
Experience
U.S. Bancorp   2004 - Present
ING  2001 - 2003
ING/Washington Square Securities   2001 - 2003
ING Advisors Network  2001 - 2003
American Express Financial Advisors   1998 - 2001

Skills
Wealth Management, Mutual Funds, CRM, Product Management, Asset Management, Strategy, Securities, Strategic Planning, Equities, Financial Advisory, Series 7, Investment Management, Investments, Insurance, Competitive Analysis, Program Management, Risk Management, Financial Services, Marketing, Asset Allocation, Alternative Investments, Portfolio Management, Relationship Management, Banking, Retirement, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies

Education
University of Minnesota - Carlson School of Management   1992 — 1994
MBA, Marketing

Dean Kramar Dean Kramar Greater Minneapolis-St. Paul Area Details
Dean Kramar's American Express Financial Advisors Experience 1996 - 2004
Job Sr. Product Manager, Wealth Management Solutions 401(k) Plans
Industry Financial Services
Experience
Ameriprise Financial  June 2011 - Present
TD Ameritrade  October 2010 - July 2011
First American Funds  July 2006 - October 2010
The Hartford  May 2005 - June 2006
Hartford Life  2004 - 2005
American Express Financial Advisors   1996 - 2004

Skills
Relationship Management, Morningstar, Siebel, Series 7, Mutual Funds, FINRA, 401k, Securities, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, Financial Advisory

Education
University of Minnesota-Duluth   1990 — 1995
Bachelor of Arts (B.A.), Political Science

Amy Lundstrom Amy Lundstrom Greater Minneapolis-St. Paul Area Details
Amy Lundstrom's American Express Financial Advisors Experience January 1991 - December 1998
Job Client Service Manager at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners  1998 - Present
American Express Financial Advisors   January 1991 - December 1998

Skills
Strategic Planning, Account Management, Series 7, Investments, Sales, Retirement Planning, Event Planning, Customer Service, Marketing Strategy, Marketing Communications, Microsoft Office, Wealth Management, Strategic Financial..., Project Management

Education
St. Mary's University of MN   1998 — 2000
Master's, Counseling Psychology

University of Minnesota-Twin Cities   1992 — 1997
BA, Psychology and Sociology

Lynn Gitelis Lynn Gitelis Greater Minneapolis-St. Paul Area Details
Lynn Gitelis's American Express Financial Advisors Experience 1986 - January 2000
Job Minnesota, Lobbyist, Environment at League of Women Voters
Industry Environmental Services
Experience
ALLIANCE FOR SUSTAINABILITY  June 2009 - Present
City of Golden Valley, MN   May 2009 - Present
League of Women Voters  January 2008 - Present
MINNESOTA LEAGUE OF WOMEN VOTERS   January 2007 - Present
Effect Partners  May 2010 - December 2010
American Express Financial Advisors   1986 - January 2000

Skills
Legislation, Sustainability, Environmental Policy, Research, Public Speaking, Community Outreach, Environmental Science, Public Policy, Program Management, Environmental Issues, Policy Analysis, Grant Writing, Environmental Awareness, Community Development

Education
University of Minnesota-Twin Cities
B.S., J.D., History, Law

Jeff McGraw Jeff McGraw Roswell, Georgia Details
Jeff McGraw's American Express Financial Advisors Experience 1995 - 2002
Job Enterprise Architect Supply Chain and Manufacturing at KimberlyClark
Industry Information Technology and Services
Experience
Kimberly-Clark  August 2014 - Present
WEG  February 2011 - August 2014
Converteam  February 2011 - November 2011
IBM  November 2007 - February 2011
International Paper (IBM)   November 2007 - February 2011
IBM Global Business Services  November 2006 - February 2011
International Paper, Inc.   2007 - 2010
Tennant Company  March 2004 - November 2007
Parametric Technology Corporation  March 2002 - March 2004
American Express Financial Advisors   1995 - 2002

Skills
Business Transformation, SAP R/3, SAP, Materials Management, Oracle, Logistics, Business Process, ERP, Integration, Business Analysis, Requirements Analysis, Business Intelligence

Education
University of Minnesota-Twin Cities   1989 — 1995
Bachelor of Science, Statistics and Sociology

Jim Nachtsheim Jim Nachtsheim Greater Minneapolis-St. Paul Area Details
Jim Nachtsheim's American Express Financial Advisors Experience 1971 - 2005
Job Retired DirectorSystems Development and SupportAmeriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2005 - March 2013
IDS  March 1971 - June 2005
Ameriprise Financial Advisors  1990 - 2005
American Express Financial Advisors   1971 - 2005
Ameriprise Financial  1971 - 2005
IDS  1971 - 1975

Skills
System Administration, Business Analysis, Vendor Management, IT Operations, Process Improvement, Enterprise Architecture, Visio, SDLC, Requirements Gathering, IT Strategy, PMO, Disaster Recovery, Project Portfolio..., Requirements Analysis, Program Management, Risk Management, Financial Services, Business Process...

Education
University of Minnesota - Carlson School of Management   1972 — 1975
MBA, Master's in Business Administration

University of Minnesota - Carlson School of Management   1966 — 1970
BS Business Administration

Robbinsdale High School   1963 — 1966

Germaine McFarlane Germaine McFarlane Fort Myers, Florida Area Details
Germaine McFarlane's American Express Financial Advisors Experience January 2002 - August 2002
Job Branch Manager at Regions Bank
Industry Marketing and Advertising
Experience
Regions Bank  June 2012 - Present
Living Greener LLC, Golden Buyer LLC   February 2009 - June 2012
Wachovia  June 2007 - February 2009
Wachovia, A Wells Fargo Company  June 2002 - June 2007
American Express Financial Advisors   January 2002 - August 2002
Edward Jones  July 2001 - January 2002
group one financial   January 2000 - June 2001

Skills
Credit, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Cash Management, Finance, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Retail Banking, Relationship Management, Branch Banking, Private Banking, Loan Origination, Customer Service, Financial Planning

Education
University of Minnesota-Morris   1994 — 1999
B.S, Economics

university of minnesota-morris   1994 — 1999
Bachelor's degree, Economics

McArthur H.S   1990 — 1994

Denise Settimi Denise Settimi Greater Minneapolis-St. Paul Area Details
Denise Settimi's American Express Financial Advisors Experience 1988 - 1994
Job Senior Operations Executive | Talent Development | Process Improvement | Project Management
Industry Financial Services
Experience
Allianz Life  2010 - April 2015
Hartford Life  2003 - 2009
Ameriprise Financial Services, Inc. (formerly American Express Financial Advisors)   1994 - 2003
American Express Financial Advisors   1988 - 1994

Skills
Financial Services, Mutual Funds, Series 7, Leadership, Process Improvement, Coaching, Series 6, FINRA, Insurance, Business Process, Call Center, Series 24, Vendor Management, Compliance, Financial Advisory, Asset Allocation, Risk Management, FINRA Series 6, Relationship Management, Qualified Retirement..., Fixed Annuities, Variable Annuities

Education
University of Minnesota-Twin Cities   2009 — 2009

University of Minnesota Duluth
Business Administration

Jeff Hanscom Jeff Hanscom Greater Minneapolis-St. Paul Area Details
Jeff Hanscom's American Express Financial Advisors Experience 2005 - 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
American Express Financial Advisors   2005 - 2010

Education
University of Minnesota-Twin Cities

Linda Terry Linda Terry Greater Minneapolis-St. Paul Area Details
Linda Terry's American Express Financial Advisors Experience 1995 - 1998
Job Training & Development Professional
Industry Professional Training & Coaching
Experience
Cargill  December 2008 - Present
Ameriprise Financial  February 2006 - June 2008
Ameriprise Financial  1998 - 2006
American Express Financial Advisors   1995 - 1998
American Express Financial Advisors   1992 - 1995

Skills
Instructional Design, Onboarding, Training Delivery, Talent Management, Training Project..., Program Facilitation, Curriculum Development, Curriculum Mapping, Distance Learning, Blended Learning, Training Management, Project Management, Leadership, Executive Coaching, Needs Analysis, MBTI, Career Development, Succession Planning, Organizational..., Performance Management, Employee Engagement, Program Management

Education
University of St. Thomas
MA, Human Resource Development

University of Minnesota-Twin Cities
BA, Speech-Communication

Dan Bryden Dan Bryden Greater Minneapolis-St. Paul Area Details
Dan Bryden's American Express Financial Advisors Experience 1998 - 1999
Job Attorney at Nichols Kaster, PLLP
Industry Law Practice
Experience
Nichols Kaster, PLLP  December 2013 - Present
Minnesota Attorney General's Office  November 2009 - November 2013
Sprenger & Lang   2006 - 2009
Kelly & Berens   2000 - 2006
American Express Financial Advisors   1998 - 1999

Skills
Civil Litigation, Class Actions, Commercial Litigation, Consumer Law, Employment Law, Legal Research, Westlaw, Courts, Legal Writing, Litigation, Mediation, Appeals, Trial Practice, Trials, Employment..., Hearings

Education
University of Minnesota-Twin Cities   1997 — 2000
J.D., Law

University of Minnesota-Twin Cities
Bachelor of Arts (BA), Psychology

Beth Florey Beth Florey Greater Minneapolis-St. Paul Area Details
Beth Florey's American Express Financial Advisors Experience 1984 - 2008
Job Finance Manager at Optum
Industry Financial Services
Experience
Optum  August 2009 - Present
Certes Financial Pros  July 2008 - May 2009
ELCA Board of Pensions  2008 - 2009
Ameriprise Financial, Inc  1984 - 2008
American Express Financial Advisors   1984 - 2008
American Express Financial Advisors   2003 - 2005

Skills
Budgets, Forecasting, Finance, Leadership, Management, Financial Analysis, Program Management, Accounting, Investments, Process Improvement, Analysis, Strategic Planning, Financial Reporting, Strategic Financial..., Sarbanes-Oxley Act

Education
University of Minnesota-Twin Cities   1985 — 1989
MBA, Management and Accounting

University of Wisconsin-Eau Claire

Richard Cleveland Richard Cleveland Greater Minneapolis-St. Paul Area Details
Richard Cleveland's American Express Financial Advisors Experience November 1999 - April 2004
Job Underwriting Consultant at Minnesota Life, A Securian Company
Industry Financial Services
Experience
Securian Financial Group  April 2004 - Present
American Express Financial Advisors   November 1999 - April 2004
Prudential  1997 - 1999

Skills
Risk Management, Underwriting, Business Analysis, Insurance, Life Insurance, Brokers, Financial Risk, Process Improvement, Financial Analysis, Analysis, Leadership, Customer Service

Education
University of Minnesota-Twin Cities   1990 — 1996
BS, Economics, Statistics, Geography

Joy Faragher, ABC Joy Faragher, ABC Greater Minneapolis-St. Paul Area Details
Joy Faragher, ABC's American Express Financial Advisors Experience 1994 - 1996
Job Operations Analyst at Lifetouch National School Studios
Industry Public Relations and Communications
Experience
Lifetouch National School Studios  2009 - Present
Consultant/Independent/Freelance   1996 - 2009
American Express Financial Advisors   1994 - 1996
IDS/American Express Financial Advisors  1991 - 1994
Jostens  1988 - 1991
Lomas Bankers Corp.   1986 - 1988
MCorp  1984 - 1986

Skills
Public Relations, Marketing Communications, Investor Relations, Marketing, Media Relations, Crisis Communications, Strategic Communications, Internal Communications, Press Releases, Corporate Communications, Communications Planning, Message Development, Reputation Management, Speech Writing, Newsletters

Education
University of Minnesota-Duluth
BA, Communications/Sociology

Adam Fox, CFP®, CRPC® Adam Fox, CFP®, CRPC® Sioux Falls, South Dakota Area Details
Adam Fox, CFP®, CRPC®'s American Express Financial Advisors Experience 2003 - 2004
Job Financial advisor with Dagel Jakober & Associates, Inc.
Industry Financial Services
Experience
Ameriprise Financial  November 2004 - Present
American Express Financial Advisors   2003 - 2004

Education
College of Financial Planning   2011 — 2011
CRPC, Chartered Retirement Planning Counselor

College of Financial Planning   2006 — 2007
CFP, Financial Planning

University of Minnesota-Twin Cities   1993 — 1997
B.S., Finance/Economics

Watertown High School   1990 — 1993

Heide Ahmann Heide Ahmann Greater Minneapolis-St. Paul Area Details
Heide Ahmann's American Express Financial Advisors Experience 2003 - 2004
Job Director Product Management Alternative Investments at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  December 2009 - Present
Ameriprise Financial  July 2006 - December 2009
ING Funds  2004 - 2006
American Express Financial Advisors   2003 - 2004
American Express Financial Advisors   2002 - 2003
American Express Financial Advisors   2000 - 2003
American Express Financial Advisors   1999 - 2000

Education
University of Minnesota Duluth
BA

Charles Erickson, CFA, MBA Charles Erickson, CFA, MBA Greater Minneapolis-St. Paul Area Details
Charles Erickson, CFA, MBA's American Express Financial Advisors Experience 1993 - 1996
Job Investment Professional Open to Opportunities
Industry Financial Services
Experience
Defined Contribution Advisors   May 2013 - November 2014
U.S. Army Reserve   2009 - 2013
Hutchinson Technology  2000 - 2009
TCF Financial Corporation  1997 - 2000
American Express Financial Advisors   1993 - 1996

Skills
Analysis, Leadership, Financial Analysis, Financial Modeling, Strategic Planning, Team Leadership, Forecasting, Business Strategy, Finance, Risk Management, Financial Reporting, Corporate Finance, Investments, Executive Management, Policy, Management, Project Management, Competitive Analysis, Due Diligence, Government, National Security, Valuation, Budgets, Team Building, Microsoft Excel, Entrepreneurship, Investment Research, Access, Military, Mergers & Acquisitions, Strategy, Public Speaking, Portfolio Management

Education
University of Minnesota - Carlson School of Management
MBA, Finance, Strategic Management

University of Minnesota - Institute of Technology
Bachelor of Computer Science, Computer Science, Business

Jerry Lindseth Jerry Lindseth Greater Minneapolis-St. Paul Area Details
Jerry Lindseth's American Express Financial Advisors Experience June 1969 - May 2005
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial  2005 - Present
American Express Financial Advisors   June 1969 - May 2005
Ameriprise Financial Advisors  June 1969 - May 2005

Education
University of Minnesota-Morris   1965 — 1969
BA, Economics

Scott Kirby Scott Kirby Greater Minneapolis-St. Paul Area Details
Scott Kirby's American Express Financial Advisors Experience 2000 - 2003
Job Senior Portfolio Manager RBC Asset Management
Industry Financial Services
Experience
Northwest Area Foundation  February 2010 - October 2012
Ameriprise Financial / RiverSource Investments   2003 - 2008
American Express Financial Advisors   2000 - 2003
american express financial advisors   2000 - 2003
American Express Financial Advisors   1998 - 2000
American Express Financial Advisors /IDS   1987 - 1998
Citicorp Mortgage  1986 - 1987

Skills
Portfolio Management, Fixed Income, Investments, Mutual Funds, Asset Managment, Asset Allocation, Alternative Investments, Equities, Bloomberg, Investment Management, Investment Strategies, Asset Management, Bonds, Capital Markets, ETFs, FINRA, Financial Advisory, Financial Analysis, Financial Services, Hedge Funds, Investment Advisory, Leadership, Loans, Mortgage Lending, Retirement Planning, Series 7, Strategic Financial..., Valuation

Education
University of Minnesota - Carlson School of Management   1985 — 1986
MBA, Finance

University of Minnesota - Carlson School of Management   1975 — 1979
BS Business, Finance

Jane Beermann Jane Beermann Greater Minneapolis-St. Paul Area Details
Jane Beermann's American Express Financial Advisors Experience 1996 - 2005
Job Sr Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  AnalystAmeriprise Financial1996 - 2009
Ameriprise Financial  2004 - 2007
Ameriprise Financial Advisors  1996 - 2007
American Express Financial Advisors   1996 - 2005

Education
University of Minnesota-Twin Cities   1982 — 1986
BS, Elementary Education, Psychology

Jim Punch Jim Punch Greater Minneapolis-St. Paul Area Details
Jim Punch's American Express Financial Advisors Experience 1976 - 2001
Job President of Punch Designs LLC, Sports Purses,Licensed and Custom Purses
Industry Apparel & Fashion
Experience
Punch Designs LLC   ConsultantAtomic Props and Effects2001 - 2007
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors)   1990 - 2001
American Express  1976 - 2001
American Express Financial Advisors   1976 - 2001

Education
University of Minnesota - Carlson School of Management   1980 — 1983
MBA, BUSINESS TAXATION

University of St. Thomas - Opus College of Business   1971 — 1975
Ba, Finance

University of St. Thomas - Opus College of Business   1971 — 1975
Ba, Finance

Chris Chomilo Chris Chomilo Greater Minneapolis-St. Paul Area Details
Chris Chomilo's American Express Financial Advisors Experience June 2001 - March 2003
Job Insurance /Health Care Professional
Industry Hospital & Health Care
Experience
Brown College  September 2011 - Present
Guardian Angel of Elk River   2010 - 2011
Covansys [FEMA National Flood Insurance Program]   February 2006 - February 2009
Shuril Enterprises   March 2003 - February 2005
American Express Financial Advisors   June 2001 - March 2003
American Express Financial Advisors   February 2002 - February 2003
American Express Financial Advisors   July 1990 - July 2001

Skills
Administrator-In-Trainin..., Senior Consultant, Cross-functional Team..., Training, Project Management, Customer Service

Education
University of Phoenix   2008 — 2010
MBA, Health Care Management

University of Minnesota-Twin Cities   1997 — 2001
BA, Dual Bachelor of Arts in French and International Relations

Gene Heikkinen Gene Heikkinen Greater Minneapolis-St. Paul Area Details
Gene Heikkinen's American Express Financial Advisors Experience February 2000 - April 2002
Job zOS Performance Specialist at Capgemini
Industry Information Technology and Services
Experience
Capgemini  March 2014 - Present
Insight Global  September 2009 - Present
Axelon   November 2007 - March 2009
Assurant  February 2005 - July 2007
IBM Global Services  May 2002 - January 2005
American Express Financial Advisors   February 2000 - April 2002
3M  July 1992 - January 2000

Skills
Outsourcing, Capacity Planning, MVS, COBOL, ITIL, TSO, Enterprise Architecture, Disaster Recovery, Mainframe, IBM Mainframe, Management, Requirements Analysis, Performance Tuning, SQL, DB2, SDLC, Performance Management, Visio, VSAM, Unix, z/OS, Databases, CICS, SAS, JCL, REXX, Systems Analysis

Education
University of Minnesota Duluth   1975 — 1977
Mathematics, Computer Science

David Anton David Anton Greater Minneapolis-St. Paul Area Details
David Anton's American Express Financial Advisors Experience March 1991 - January 1998
Job AccountingFinance SoftwareSystems Professional
Industry Medical Devices
Experience
Smiths Medical  April 2008 - Present
Carlson  January 2006 - December 2007
Harrington Industries   April 2005 - December 2005
Gas Automotive, Mojo Industries, Environostic   January 1998 - April 2005
American Express Financial Advisors   March 1991 - January 1998

Skills
Medical Devices, Essbase, Hyperion Enterprise, Forecasting, Oracle E-Business Suite, Process Improvement, Data Analysis, Business Intelligence, Access, ERP, Strategic Planning, Product Management, Mergers, PeopleSoft, Reports, Oracle Discoverer, Finance, Analytics, Business Process..., Business Planning, Competitive Analysis, Financial Modeling, Strategy, Business Analysis, Reporting & Analysis, Cost Reporting, Financial Analysis, Analytical Skills, Analysis

Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance

Cathleen Shanayda Cathleen Shanayda Greater Minneapolis-St. Paul Area Details
Cathleen Shanayda's American Express Financial Advisors Experience May 2004 - August 2004
Job Manager Architecture and Delivery SDA Business Intelligence at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage  October 2011 - Present
Wells Fargo Home Mortgage  January 2010 - July 2012
Wolters Kluwer Financial Services (WKFS)   February 2008 - June 2009
Wells Fargo  August 2004 - February 2008
American Express Financial Advisors   May 2004 - August 2004
GMAC-RFC  October 2003 - April 2004
Target Corporation  October 2002 - October 2003
Best Buy  February 2002 - August 2002
IBM Global Services  September 2000 - December 2001
Qwest  February 2000 - September 2000

Education
University of Minnesota-Twin Cities   1981 — 1986
Business, Economics, Statistics

University of Minnesota, Curtis L. Carlson School of Management Science   1981 — 1985
Bachelor, Business Management

Jane Taffe Jane Taffe Greater Minneapolis-St. Paul Area Details
Jane Taffe's American Express Financial Advisors Experience 2001 - 2002
Job Independent Consultant at J TAFFE CONSULTING
Industry Marketing and Advertising
Experience
J TAFFE CONSULTING   2004 - Present
Archiver's  2002 - 2003
American Express Financial Advisors   2001 - 2002
American Express Financial Advisors   1999 - 2001
American Express Financial Advisors   1996 - 1999
American Express Financial Advisors   1994 - 1996
General Mills  1990 - 1994
General Mills  1986 - 1990

Education
University of Minnesota - Carlson School of Management   1984 — 1985
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

University of Minnesota-Morris   1981 — 1984
Bachelor of Arts (B.A.), Business Economics and Political Science

Samantha Khanhkeo Samantha Khanhkeo Greater Minneapolis-St. Paul Area Details
Samantha Khanhkeo's American Express Financial Advisors Experience January 2001 - October 2002
Job Accounting/Finance Professional
Industry Investment Management
Experience
Green Tree Investment Management, LLC   February 2010 - Present
CarVal Investors  August 2006 - June 2009
CarVal Investors  February 2006 - August 2006
CarVal Investors  October 2002 - February 2006
American Express Financial Advisors   January 2001 - October 2002
American Express Financial Advisors   August 1997 - January 2001

Education
University of Minnesota - Carlson School of Management   1993 — 1997
Bachelor of Science, Accounting

Elizabeth Riemer Elizabeth Riemer Green Bay, Wisconsin Area Details
Elizabeth Riemer's American Express Financial Advisors Experience June 2002 - August 2003
Job Sr. Business Intelligence Analyst at Ameriprise Auto & Home Insurance
Industry Insurance
Experience
Ameriprise Auto & Home Insurance  February 2015 - Present
Ameriprise Financial Services, Inc.   January 2010 - February 2015
Ameriprise Financial Services, Inc.   September 2005 - January 2010
Ameriprise Financial Services, Inc.   August 2003 - September 2005
American Express Financial Advisors   June 2002 - August 2003

Skills
Series 7, Mutual Funds, Product Management, Business Analysis, Financial Services, Investments, Relationship Management, Project Management, Competitive Analysis, Marketing

Education
University of Minnesota-Twin Cities   1997 — 2002
BS, Agricultural Industries and Marketing

Matthew Heaton, MBA Matthew Heaton, MBA Greater Minneapolis-St. Paul Area Details
Matthew Heaton, MBA's American Express Financial Advisors Experience September 1999 - April 2004
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
Ameriprise Financial  April 2010 - January 2014
Ameriprise Financial  August 2006 - June 2010
Ameriprise Financial  May 2004 - August 2006
American Express Financial Advisors   September 1999 - April 2004

Skills
Series 7, Equities, Analysis, Finance, Project Management

Education
University of Minnesota - Carlson School of Management   2006 — 2009
MBA

University of Minnesota-Twin Cities   1995 — 1999
BA

Scott Weisberg Scott Weisberg Minneapolis, Minnesota Details
Scott Weisberg's American Express Financial Advisors Experience October 1999 - May 2004
Job Senior Manager, Legal Affairs at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial, Inc  August 2011 - Present
Ameriprise Financial, Inc.   May 2004 - August 2011
American Express Financial Advisors   October 1999 - May 2004
American Express Financial Advisors   December 1998 - October 1999
American Express Financial Advisors   June 1997 - December 1998
Evidon  December 1991 - May 1997

Skills
Contract Management, Customer Relations, Contract Negotiation, Disclosure, Customer Service, Research, Corporate Law, Securities, FINRA, Series 7, Brokerage, Banking, Call Center, Mentoring, Call Centers, Strategic Planning, Investment Advisory, Estate Planning, Financial Advisory, Insurance

Education
University of Minnesota Law School   1989 — 1991
Juris Doctor

University of Wisconsin-Madison   1983 — 1987
Bachelor of Arts, Political Science

Jodi Defeyter Jodi Defeyter Saint Paul, Minnesota Details
Jodi Defeyter's American Express Financial Advisors Experience 2001 - 2003
Job Director of Regulatory Administration and Senior Project Manager
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   2007 - Present
US Bancorp Investments  2003 - 2006
American Express Financial Advisors   2001 - 2003

Skills
Investments, Asset Allocation, Bloomberg, Portfolio Management, Series 7, Mutual Funds, Risk Management, Asset Managment, Equities, Process Improvement, Fixed Income, AML, Project Management, Equity Trading, Trading, Insurance, Capital Markets, Due Diligence, Securities, Strategic Planning

Education
Minnesota Paralegal Institue   1996 — 1997
Post Baccalaureate, Paralegal Certificate

University of Minnesota-Twin Cities   1990 — 1995
Bachelor's degree, Sociology

Previous Next

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15


Similar Companies

Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.