Ameriprise Company
Industry: Financial services company
DescriptionAmeriprise 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. Customer service: 1 (800) 862-7919 Headquarters: Minneapolis, MN CEO: James Cracchiolo (Sep 2005–) Subsidiaries: RiverSource, RiverSource Distributors Inc,
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Ameriprise Employees
Employee
Years
Job
Industry
Adam Tabak Adam Tabak's Ameriprise Experience July 2013 - Present
Job Business Development Specialist at Ameriprise
Industry Investment Management
Experience
Ameriprise July 2013 - Present
Ameriprise July 2013 - Present
Skills
Engineering, Chemistry, Investment Banking, Trade Finance
Education
Stanford University 2014 — 2014
Economics
Ameriprise July 2013 - Present
Ameriprise July 2013 - Present
Skills
Engineering, Chemistry, Investment Banking, Trade Finance
Education
Stanford University 2014 — 2014
Economics
Jennifer Berg Jennifer Berg's Ameriprise Experience 2004 - 2007
Job at
Industry Financial Services
Experience
Cambria August 2015 - Present
Connexions Loyalty November 2014 - September 2015
UnitedHealth Group March 2013 - November 2014
UnitedHealth Group August 2010 - May 2013
OptumHealth Financial Service March 2007 - October 2010
Weatherly Consulting October 2007 - March 2008
RBC Dain Rauscher March 2007 - December 2007
Ameriprise 2004 - 2007
American Express/Ameriprise 2003 - 2004
Accenture 1998 - 2003
Skills
Business Analysis, PMP, Leadership, Project Management, Program Management, SDLC, Customer Service, Business Process..., Sales, Visio, Consulting, Business Development, Management, Process Improvement, Resource Management, PMO, Cross-functional Team..., Product Management
Education
College of St. Benedict 1994 — 1998
Bachelor of Arts, Business
Cambria August 2015 - Present
Connexions Loyalty November 2014 - September 2015
UnitedHealth Group March 2013 - November 2014
UnitedHealth Group August 2010 - May 2013
OptumHealth Financial Service March 2007 - October 2010
Weatherly Consulting October 2007 - March 2008
RBC Dain Rauscher March 2007 - December 2007
Ameriprise 2004 - 2007
American Express/Ameriprise 2003 - 2004
Accenture 1998 - 2003
Skills
Business Analysis, PMP, Leadership, Project Management, Program Management, SDLC, Customer Service, Business Process..., Sales, Visio, Consulting, Business Development, Management, Process Improvement, Resource Management, PMO, Cross-functional Team..., Product Management
Education
College of St. Benedict 1994 — 1998
Bachelor of Arts, Business
Reeja Varughese Reeja Varughese's Ameriprise Experience September 2010 - February 2011
Job AP Manager at Kaseya
Industry Accounting
Experience
Kaseya October 2013 - Present
Kaseya April 2011 - October 2013
Mid-Atlantic Federal Credit Union February 2011 - April 2011
Ameriprise September 2010 - February 2011
JPMorgan Chase July 2008 - March 2010
Skills
Account Reconciliation, Accounting, Financial Analysis, Accounts Payable, Process Improvement, Finance, Accounts Receivable, Analysis, Social Skills, Social Networking, Recruiting, Auditing, Invoicing, Brokerage, Strategic Financial..., Communication, Coordination, Microsoft Office, Financial Statements, Financial Accounting, US GAAP, General Ledger, NetSuite, Salesforce.com
Education
Christ College - Bangalore 2005 — 2008
BBM, Accounting and Finance
Kaseya October 2013 - Present
Kaseya April 2011 - October 2013
Mid-Atlantic Federal Credit Union February 2011 - April 2011
Ameriprise September 2010 - February 2011
JPMorgan Chase July 2008 - March 2010
Skills
Account Reconciliation, Accounting, Financial Analysis, Accounts Payable, Process Improvement, Finance, Accounts Receivable, Analysis, Social Skills, Social Networking, Recruiting, Auditing, Invoicing, Brokerage, Strategic Financial..., Communication, Coordination, Microsoft Office, Financial Statements, Financial Accounting, US GAAP, General Ledger, NetSuite, Salesforce.com
Education
Christ College - Bangalore 2005 — 2008
BBM, Accounting and Finance
Patty Rew Patty Rew's Ameriprise Experience 2000 - 2004
Job Professional, Experienced and Dedicated...
Industry Pharmaceuticals
Experience
Robert Half - Office Team/Center for Diagnostic Imaging May 2014 - June 2014
United Health Care July 2013 - January 2014
Apria Healthcare May 2013 - July 2013
Ameriprise Financial Services, Inc. January 2011 - May 2012
Prudential Financial July 2006 - January 2011
Ameriprise 2000 - 2004
Skills
Program Management, Microsoft Excel, Talent Acquisition, Recruiting, Healthcare, Performance Management, Process Improvement, Onboarding, Coaching, PeopleSoft, Employee Benefits, Project Management, Leadership
Education
Minnesota State University, Moorhead 1986 — 1991
Bachelor’s Degree, Criminal Justice and Sociology, 3.1
Robert Half - Office Team/Center for Diagnostic Imaging May 2014 - June 2014
United Health Care July 2013 - January 2014
Apria Healthcare May 2013 - July 2013
Ameriprise Financial Services, Inc. January 2011 - May 2012
Prudential Financial July 2006 - January 2011
Ameriprise 2000 - 2004
Skills
Program Management, Microsoft Excel, Talent Acquisition, Recruiting, Healthcare, Performance Management, Process Improvement, Onboarding, Coaching, PeopleSoft, Employee Benefits, Project Management, Leadership
Education
Minnesota State University, Moorhead 1986 — 1991
Bachelor’s Degree, Criminal Justice and Sociology, 3.1
Caroline Coderre CFP®, CDFA™ Caroline Coderre CFP®, CDFA™'s Ameriprise Experience October 2000 - January 2004
Job Wealth Advisor at The Darrow Company
Industry Financial Services
Experience
Darrow Wealth Management January 2005 - Present
Ameriprise October 2000 - January 2004
Skills
Financial Planning;..., Financial Planning, Wealth Management, Retirement Planning, Investments, Wealth, Financial Services, Investment Management, Finance, Certified Financial..., Retirement
Education
UCL 1971 — 1978
BA, M.Phil., Scandinavian Studies
Darrow Wealth Management January 2005 - Present
Ameriprise October 2000 - January 2004
Skills
Financial Planning;..., Financial Planning, Wealth Management, Retirement Planning, Investments, Wealth, Financial Services, Investment Management, Finance, Certified Financial..., Retirement
Education
UCL 1971 — 1978
BA, M.Phil., Scandinavian Studies
Bjorn Hedstrom Bjorn Hedstrom's Ameriprise Experience April 2013 - September 2013
Job Attorney, Project Manager, Managing Director
Industry Legal Services
Experience
Attorney - Contractor April 2013 - Present
Ameriprise April 2013 - September 2013
RJK Properties LLC May 2010 - June 2013
Hedstrom Law May 2009 - January 2011
Blue Cross Blue Shield of Minnesota January 2007 - October 2008
Orin Thompson, Lundgren Bros., U.S. Homes June 1995 - August 2006
Skills
Management, Legal Compliance, Regulatory Affairs, Health Law, HIPAA, Real Estate, Legal Research, Legal Writing, fraud, waste and abuse, Westlaw, Training, Litigation, Insurance, Contract Negotiation, Research, Project Management, Business Analysis, Real Estate Investment...
Education
Hamline University School of Law 2005 — 2008
J.D., Law
Gustavus Adolphus College 2001 — 2005
B.A., Honors Philosophy
Attorney - Contractor April 2013 - Present
Ameriprise April 2013 - September 2013
RJK Properties LLC May 2010 - June 2013
Hedstrom Law May 2009 - January 2011
Blue Cross Blue Shield of Minnesota January 2007 - October 2008
Orin Thompson, Lundgren Bros., U.S. Homes June 1995 - August 2006
Skills
Management, Legal Compliance, Regulatory Affairs, Health Law, HIPAA, Real Estate, Legal Research, Legal Writing, fraud, waste and abuse, Westlaw, Training, Litigation, Insurance, Contract Negotiation, Research, Project Management, Business Analysis, Real Estate Investment...
Education
Hamline University School of Law 2005 — 2008
J.D., Law
Gustavus Adolphus College 2001 — 2005
B.A., Honors Philosophy
Adam Keller Adam Keller's Ameriprise Experience January 2005 - May 2010
Job Certified Financial Planner Practitioner with Atlas Wealth Advisors
Industry Financial Services
Experience
Atlas Wealth Advisors May 2010 - Present
Ameriprise January 2005 - May 2010
Big Media Group June 2003 - June 2004
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2003
Bachelors of Business Administration, International Business
Atlas Wealth Advisors May 2010 - Present
Ameriprise January 2005 - May 2010
Big Media Group June 2003 - June 2004
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2003
Bachelors of Business Administration, International Business
Thomas Heinrichs Thomas Heinrichs's Ameriprise Experience August 2015 - Present
Job President / Financial Advisor at Ameriprise
Industry Investment Management
Experience
Ameriprise August 2015 - Present
JHS Capital Advisors, LLC April 2010 - August 2015
Merrill Lynch September 2009 - April 2010
Raymond James Financial Inc. June 2007 - September 2009
Education
Florida State University 2000 — 2003
Bachelor of Science (B.S.), Economics
Ameriprise August 2015 - Present
JHS Capital Advisors, LLC April 2010 - August 2015
Merrill Lynch September 2009 - April 2010
Raymond James Financial Inc. June 2007 - September 2009
Education
Florida State University 2000 — 2003
Bachelor of Science (B.S.), Economics
Christina Chang Christina Chang's Ameriprise Experience April 2013 - June 2013
Job Associate Business Analyst at Visa
Industry Management Consulting
Experience
Visa June 2015 - Present
McKinsey & Company - Finalta January 2015 - May 2015
McKinsey & Company - Finalta July 2013 - December 2014
Ameriprise April 2013 - June 2013
U.S. Department of Commerce June 2012 - August 2012
National Defense University January 2012 - March 2012
MTV Networks June 2011 - August 2011
UCLA Health System August 2009 - August 2011
Education
University of California, Los Angeles 2009 — 2012
BA
Universite Montesquieu Bordeaux IV 2011 — 2011
Nuestra Senora del Carmen High School in Peru 2006 — 2008
High School
BluePrint
Visa June 2015 - Present
McKinsey & Company - Finalta January 2015 - May 2015
McKinsey & Company - Finalta July 2013 - December 2014
Ameriprise April 2013 - June 2013
U.S. Department of Commerce June 2012 - August 2012
National Defense University January 2012 - March 2012
MTV Networks June 2011 - August 2011
UCLA Health System August 2009 - August 2011
Education
University of California, Los Angeles 2009 — 2012
BA
Universite Montesquieu Bordeaux IV 2011 — 2011
Nuestra Senora del Carmen High School in Peru 2006 — 2008
High School
BluePrint
Carmenresia Jones Carmenresia Jones's Ameriprise Experience May 2012 - August 2012
Job Business Development Consultant at Comcast
Industry Financial Services
Experience
John Thomas Financial October 2012 - March 2013
Ameriprise May 2012 - August 2012
DCM Services January 2011 - May 2012
Advantage Sales & Marketing November 2007 - October 2010
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Analytical Abilities, Internal Communications, Planning, Highly Adaptable, Microsoft Excel, Analytical Skills, Microsoft Word, Project Planning, Analysis, Finance, Leadership
Education
Metropolitan State University 2010 — 2013
Bachelor of Arts (BA)
Rasmussen College-Minnesota 2008 — 2010
Associate of Arts (A.A.)
John Thomas Financial October 2012 - March 2013
Ameriprise May 2012 - August 2012
DCM Services January 2011 - May 2012
Advantage Sales & Marketing November 2007 - October 2010
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Analytical Abilities, Internal Communications, Planning, Highly Adaptable, Microsoft Excel, Analytical Skills, Microsoft Word, Project Planning, Analysis, Finance, Leadership
Education
Metropolitan State University 2010 — 2013
Bachelor of Arts (BA)
Rasmussen College-Minnesota 2008 — 2010
Associate of Arts (A.A.)
Keith Albert Keith Albert's Ameriprise Experience January 2006 - Present
Job Financial Advisors at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise January 2006 - Present
Ameriprise Financial Services, Inc. March 2003 - January 2006
Skills
Strategic Planning, Financial Analysis
Education
The University of Connecticut 2000 — 2003
Bachelor's degree, Economics
Xavier High School 1987 — 1991
Ameriprise January 2006 - Present
Ameriprise Financial Services, Inc. March 2003 - January 2006
Skills
Strategic Planning, Financial Analysis
Education
The University of Connecticut 2000 — 2003
Bachelor's degree, Economics
Xavier High School 1987 — 1991
Kathy Bardwell's Ameriprise Experience July 2006 - April 2012
Job Supplier Performance Analyst at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise July 2006 - April 2012
Skills
Business Analysis, Business Process..., Financial Analysis, Leadership, Process Improvement, Program Management, Risk Management, Vendor Management, Visio
Education
Minneapolis Community and Technical College
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise July 2006 - April 2012
Skills
Business Analysis, Business Process..., Financial Analysis, Leadership, Process Improvement, Program Management, Risk Management, Vendor Management, Visio
Education
Minneapolis Community and Technical College
Aaron Whitney's Ameriprise Experience 2006 - 2007
Job
Industry Information Technology and Services
Experience
Room19 January 2013 - Present
Best Buy 2008 - Present
Ameriprise 2006 - 2007
Accenture @ Best Buy 2002 - 2006
ADC 1999 - 2001
Skills
Vendor Management, Business Strategy, Data Center, Project Management, Business Analysis, Data Analysis, Microsoft Excel, Cloud Computing, Process Improvement, IT Strategy, Program Management, Business Process..., Change Management, Cross-functional Team..., Consulting, Management, Integration, Team Leadership, SDLC, Leadership, Strategic Planning, Requirements Analysis, Strategy, CRM, Visio, Business Process
Education
University of Minnesota - Carlson School of Management
Master of Arts (M.A.), Human Resources and Industrial Relations
Iowa State University 1993 — 1997
BS, Psychology
The University of Glasgow 1996 — 1997
International Exchange Program
Room19 January 2013 - Present
Best Buy 2008 - Present
Ameriprise 2006 - 2007
Accenture @ Best Buy 2002 - 2006
ADC 1999 - 2001
Skills
Vendor Management, Business Strategy, Data Center, Project Management, Business Analysis, Data Analysis, Microsoft Excel, Cloud Computing, Process Improvement, IT Strategy, Program Management, Business Process..., Change Management, Cross-functional Team..., Consulting, Management, Integration, Team Leadership, SDLC, Leadership, Strategic Planning, Requirements Analysis, Strategy, CRM, Visio, Business Process
Education
University of Minnesota - Carlson School of Management
Master of Arts (M.A.), Human Resources and Industrial Relations
Iowa State University 1993 — 1997
BS, Psychology
The University of Glasgow 1996 — 1997
International Exchange Program
Aaron Feinblatt Aaron Feinblatt's Ameriprise Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2001 - Present
Ameriprise 2001 - Present
Education
Northern Illinois University 1996 — 1999
B.S., Operations Management
Northern Illinois University 1996 — 1998
B.S., Business Management
DePaul University
Ameriprise Financial Services, Inc. August 2001 - Present
Ameriprise 2001 - Present
Education
Northern Illinois University 1996 — 1999
B.S., Operations Management
Northern Illinois University 1996 — 1998
B.S., Business Management
DePaul University
Elaine Rachlin Elaine Rachlin's Ameriprise Experience Singer/Entertainer Jazz &French CabaretRhinecliff Hotel Sunday Jazz BrunchOctober 2013 - Present
Job at The Rhinecliff Hotel/Stissing House/CIA
Industry Entertainment
Experience
Ameriprise Singer/Entertainer Jazz &French CabaretRhinecliff Hotel Sunday Jazz BrunchOctober 2013 - Present
Skills
Insurance, Investments, Leadership, Music, Valuation, Public Speaking, Marketing, Songs, Strategic Planning, Nonprofits, Banking, Fundraising, Business Development, Entrepreneurship, Jazz, Market Research, Singing, Social Networking, Strategy, Customer Service, Editing, Event Planning, Social Media
Education
Middlebury College 1964 — 1965
MA, French theatre and language
Skidmore College
Bachelor's degree, French Language and Literature
Ameriprise Singer/Entertainer Jazz &French CabaretRhinecliff Hotel Sunday Jazz BrunchOctober 2013 - Present
Skills
Insurance, Investments, Leadership, Music, Valuation, Public Speaking, Marketing, Songs, Strategic Planning, Nonprofits, Banking, Fundraising, Business Development, Entrepreneurship, Jazz, Market Research, Singing, Social Networking, Strategy, Customer Service, Editing, Event Planning, Social Media
Education
Middlebury College 1964 — 1965
MA, French theatre and language
Skidmore College
Bachelor's degree, French Language and Literature
Malcolm West Malcolm West's Ameriprise Experience August 2006 - February 2008
Job Streamlining 401(k) administration and reducing fiduciary liability for Financial Advisors and Plan Sponsors.
Industry Investment Management
Scott Nelson Scott Nelson's Ameriprise Experience 1990 - 1997
Job Head of Investor Group at Autonomy Capital
Industry Investment Management
Experience
Autonomy Capital Group November 2009 - Present
Deephaven Capital Management January 2006 - June 2009
Provident Advisors LLC January 2003 - December 2005
Allianz Dresdner Asset Management September 2002 - January 2003
American Express Asset Management 1999 - 2002
Ameriprise 1990 - 1997
Skills
Alternative Investments, Hedge Funds, Asset Management, Investment Management, Investor Relations, Fund Of Funds, Capital Markets, Mutual Funds, Private Equity, Asset Allocation, Investment Strategies, Business Development, Marketing, Bloomberg, Asset Managment, New Business Development, Trading, Sales, Asset Gathering, FX Options, Real Estate, Asset
Education
Gustavus Adolphus College 1986 — 1990
BA, Economics
Eden Prairie High School 1982 — 1986
Autonomy Capital Group November 2009 - Present
Deephaven Capital Management January 2006 - June 2009
Provident Advisors LLC January 2003 - December 2005
Allianz Dresdner Asset Management September 2002 - January 2003
American Express Asset Management 1999 - 2002
Ameriprise 1990 - 1997
Skills
Alternative Investments, Hedge Funds, Asset Management, Investment Management, Investor Relations, Fund Of Funds, Capital Markets, Mutual Funds, Private Equity, Asset Allocation, Investment Strategies, Business Development, Marketing, Bloomberg, Asset Managment, New Business Development, Trading, Sales, Asset Gathering, FX Options, Real Estate, Asset
Education
Gustavus Adolphus College 1986 — 1990
BA, Economics
Eden Prairie High School 1982 — 1986
Cate DeLaRosa's Ameriprise Experience 2003 - Present
Job Founder and CEO at HRCoach
Industry Financial Services
Experience
HRCoach February 2011 - Present
Ameriprise Financial December 2004 - Present
BDLR Group, Inc. December 2004 - Present
Ameriprise 2003 - Present
NCS Pearson 2000 - 2005
Pearson Technology 1999 - 2004
Select Comfort 1996 - 1998
Skills
Strategic Financial..., Financial Advisory, Series 7, Process Improvement, Organizational..., HRIS, Retirement Planning, Project Management, Retirement, Human Resources, Finance, Employee Benefits, 401k, Financial Planning, Wealth Management
Education
College of Saint Benedict 1987 — 1991
Psychology, Finance
HRCoach February 2011 - Present
Ameriprise Financial December 2004 - Present
BDLR Group, Inc. December 2004 - Present
Ameriprise 2003 - Present
NCS Pearson 2000 - 2005
Pearson Technology 1999 - 2004
Select Comfort 1996 - 1998
Skills
Strategic Financial..., Financial Advisory, Series 7, Process Improvement, Organizational..., HRIS, Retirement Planning, Project Management, Retirement, Human Resources, Finance, Employee Benefits, 401k, Financial Planning, Wealth Management
Education
College of Saint Benedict 1987 — 1991
Psychology, Finance
Derek Sindelman Derek Sindelman's Ameriprise Experience 2003 - 2006
Job Director of Sales at Urielpure
Industry Investment Management
Experience
Urielpure July 2010 - Present
David Lerner Associates, inc. October 2008 - July 2009
JPMorgan Chase September 2006 - July 2008
Ameriprise Financial Services, Inc. May 2003 - July 2006
Ameriprise 2003 - 2006
Skills
Investments, Equities, Fixed Income, Asset Managment, Strategic Financial..., Financial Analysis, Financial Modeling, Insurance, Risk Management, Asset Allocation, Retirement Planning, Budgets, Mutual Funds, Wealth Management, Microsoft Excel, Series 63, Estate Planning, Uniform Combined State..., Asset Management
Education
Colgate University 1999 — 2003
Molecular Biology / Economics
Urielpure July 2010 - Present
David Lerner Associates, inc. October 2008 - July 2009
JPMorgan Chase September 2006 - July 2008
Ameriprise Financial Services, Inc. May 2003 - July 2006
Ameriprise 2003 - 2006
Skills
Investments, Equities, Fixed Income, Asset Managment, Strategic Financial..., Financial Analysis, Financial Modeling, Insurance, Risk Management, Asset Allocation, Retirement Planning, Budgets, Mutual Funds, Wealth Management, Microsoft Excel, Series 63, Estate Planning, Uniform Combined State..., Asset Management
Education
Colgate University 1999 — 2003
Molecular Biology / Economics
Bob Venters Bob Venters's Ameriprise Experience November 2006 - Present
Job Currently doing supervision work at Ameriprise, a little arbitration for FINRA, and flying for American Airlines
Industry Financial Services
Experience
FINRA January 2010 - Present
Ameriprise November 2006 - Present
American Airlines May 1998 - Present
Skills
CFP, Series 7, Strategic Financial..., Financial Services, Securities, Investments, Estate Planning, Asset Management, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Series 24, FINRA, Uniform Combined State..., Fixed Annuities, Legal Writing, Legal Research, Trusts, Legal Compliance, Process Improvement
Education
Hamline University 2008 — 2010
Masters, MBA
Hamline University School of Law 2004 — 2006
The University of North Dakota 1987 — 1991
B.S., Aviation
FINRA January 2010 - Present
Ameriprise November 2006 - Present
American Airlines May 1998 - Present
Skills
CFP, Series 7, Strategic Financial..., Financial Services, Securities, Investments, Estate Planning, Asset Management, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Series 24, FINRA, Uniform Combined State..., Fixed Annuities, Legal Writing, Legal Research, Trusts, Legal Compliance, Process Improvement
Education
Hamline University 2008 — 2010
Masters, MBA
Hamline University School of Law 2004 — 2006
The University of North Dakota 1987 — 1991
B.S., Aviation
Louis Gilman, J.D., AIF's Ameriprise Experience 2004 - 2007
Job Principal at Evolution Private Wealth Mgmt., Inc.
Industry Financial Services
Experience
Evolution Private Wealth Management, Inc. October 2010 - Present
Smith Barney January 2007 - October 2010
Ameriprise 2004 - 2007
Crave Entertainment 1999 - 2001
Skills
Series 7, Estate Planning, Retirement Planning, Wealth Management, Investment Advisory, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory, Uniform Combined State..., Wealth, Financial Planners, Investment Strategies, Asset Managment, ETFs, 401k, Bonds, Equities, Asset Management, Finance, Securities, Financial Services
Education
DePaul University College of Law 1995 — 1998
J.D., Law
Evolution Private Wealth Management, Inc. October 2010 - Present
Smith Barney January 2007 - October 2010
Ameriprise 2004 - 2007
Crave Entertainment 1999 - 2001
Skills
Series 7, Estate Planning, Retirement Planning, Wealth Management, Investment Advisory, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory, Uniform Combined State..., Wealth, Financial Planners, Investment Strategies, Asset Managment, ETFs, 401k, Bonds, Equities, Asset Management, Finance, Securities, Financial Services
Education
DePaul University College of Law 1995 — 1998
J.D., Law
Don Townsend, CRPC® Don Townsend, CRPC®'s Ameriprise Experience January 2012 - January 2013
Job Managed Account Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise January 2012 - January 2013
Ameriprise January 2011 - January 2012
AIG / VALIC April 2010 - December 2010
RiverSource Investments December 2002 - April 2010
RadioShack January 1994 - January 2002
Skills
Series 7, Investments, Mutual Funds, Asset Managment, Fixed Annuities
Education
Dickinson State University
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise January 2012 - January 2013
Ameriprise January 2011 - January 2012
AIG / VALIC April 2010 - December 2010
RiverSource Investments December 2002 - April 2010
RadioShack January 1994 - January 2002
Skills
Series 7, Investments, Mutual Funds, Asset Managment, Fixed Annuities
Education
Dickinson State University
Kevin Sime Kevin Sime's Ameriprise Experience 1999 - 2001
Job Content Management Analyst at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
MetLife Financial Services November 2010 - Present
Complexitybuster Communications March 2010 - December 2011
Ameriprise Financial June 2004 - March 2009
Target Financial Services 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Relationship Management, Change Management, Leadership, Strategic Planning, Management, Content Management, Internal Communications, Corporate Communications, Sales, Event Planning, Marketing Strategy, Public Relations, Social Media, Newsletters, Marketing, Social Media Marketing, Project Management, Public Speaking, Copywriting, Media Relations, Editing, Proposal Writing, Email Marketing, Product Marketing, Advertising, Direct Marketing, Strategy, Integrated Marketing, Marketing Management, Social Networking
Education
Iowa State University 1994 — 1996
M.A., Rhetoric and Professional Communication
Augsburg College 1986 — 1991
B.A., English, Education
MetLife February 2015 - Present
MetLife Financial Services November 2010 - Present
Complexitybuster Communications March 2010 - December 2011
Ameriprise Financial June 2004 - March 2009
Target Financial Services 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Relationship Management, Change Management, Leadership, Strategic Planning, Management, Content Management, Internal Communications, Corporate Communications, Sales, Event Planning, Marketing Strategy, Public Relations, Social Media, Newsletters, Marketing, Social Media Marketing, Project Management, Public Speaking, Copywriting, Media Relations, Editing, Proposal Writing, Email Marketing, Product Marketing, Advertising, Direct Marketing, Strategy, Integrated Marketing, Marketing Management, Social Networking
Education
Iowa State University 1994 — 1996
M.A., Rhetoric and Professional Communication
Augsburg College 1986 — 1991
B.A., English, Education
Anthony Franzago Anthony Franzago's Ameriprise Experience July 2004 - Present
Job Finanical Advisor, MBA, CFP®, CRPC®, CEP Ameriprise Financial
Industry Financial Services
Experience
Ameriprise July 2004 - Present
U.S. Coast Guard 2010 - 2014
Education
Jesuit High School
US Coast Guard Academy 1992 — 1996
BS, Business Management
The University of Texas at Austin 2006 — 2008
Financial Planning Certificate Program
Oklahoma City University 2000 — 2002
MBA, Strategic Planning
Ameriprise July 2004 - Present
U.S. Coast Guard 2010 - 2014
Education
Jesuit High School
US Coast Guard Academy 1992 — 1996
BS, Business Management
The University of Texas at Austin 2006 — 2008
Financial Planning Certificate Program
Oklahoma City University 2000 — 2002
MBA, Strategic Planning
Carolyn Rozman Abel's Ameriprise Experience 2006 - 2006
Job Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2008 - Present
Rels 2011 - 2012
Thomson Reuters January 2008 - August 2008
Ameriprise Financial 2006 - 2007
Ameriprise 2006 - 2006
Wells Fargo Home Mortgage 2001 - 2006
UnitedHealth Group 2004 - 2005
Allianz 1995 - 1997
Lincoln Financial Distributors 1987 - 1995
IBM Corporation 1983 - 1987
Education
Indiana University Bloomington 1980 — 1984
BS, Marketing
Wells Fargo October 2008 - Present
Rels 2011 - 2012
Thomson Reuters January 2008 - August 2008
Ameriprise Financial 2006 - 2007
Ameriprise 2006 - 2006
Wells Fargo Home Mortgage 2001 - 2006
UnitedHealth Group 2004 - 2005
Allianz 1995 - 1997
Lincoln Financial Distributors 1987 - 1995
IBM Corporation 1983 - 1987
Education
Indiana University Bloomington 1980 — 1984
BS, Marketing
Shane A. Plossu Shane A. Plossu's Ameriprise Experience 2003 - 2004
Job Director, Customer Success Oracle Marketing Cloud
Industry Marketing and Advertising
Experience
Oracle August 2013 - Present
Omnicom Group - Innovyx, Inc. April 2011 - February 2013
Omnicom Group - Innovyx, Inc. July 2008 - April 2011
Omnicom Group - Innovyx, Inc. July 2007 - July 2008
Pacific Northwest Ballet's Backstage Pass 2006 - 2008
Omnicom Group - Innovyx, Inc. May 2006 - July 2007
Omnicom Group - DDB May 2004 - May 2006
Ameriprise 2003 - 2004
Skills
Relationship Development, Client Services, Strategic Planning, Email Marketing, Data Analysis, Inter-personal, Relationship Marketing, Integrated Marketing, Management, Strategy, CRM, Marketing, Marketing Communications, Digital Marketing, Strategic Partnerships, Project Management, Omniture, Lead Generation, Interactive Marketing, Direct Marketing, Leadership, Digital Strategy, Multi-channel Marketing, Online Advertising, Creative Direction, Analytics, Database Marketing, Online Marketing
Education
University of Washington, Michael G. Foster School of Business 2006 — 2006
Master's Certificate, Marketing
Seattle University 1996 — 2002
BABA, BA, Finance, French and International Business
Santa Fe Preparatory School 1992 — 1996
HS Diploma
Oracle August 2013 - Present
Omnicom Group - Innovyx, Inc. April 2011 - February 2013
Omnicom Group - Innovyx, Inc. July 2008 - April 2011
Omnicom Group - Innovyx, Inc. July 2007 - July 2008
Pacific Northwest Ballet's Backstage Pass 2006 - 2008
Omnicom Group - Innovyx, Inc. May 2006 - July 2007
Omnicom Group - DDB May 2004 - May 2006
Ameriprise 2003 - 2004
Skills
Relationship Development, Client Services, Strategic Planning, Email Marketing, Data Analysis, Inter-personal, Relationship Marketing, Integrated Marketing, Management, Strategy, CRM, Marketing, Marketing Communications, Digital Marketing, Strategic Partnerships, Project Management, Omniture, Lead Generation, Interactive Marketing, Direct Marketing, Leadership, Digital Strategy, Multi-channel Marketing, Online Advertising, Creative Direction, Analytics, Database Marketing, Online Marketing
Education
University of Washington, Michael G. Foster School of Business 2006 — 2006
Master's Certificate, Marketing
Seattle University 1996 — 2002
BABA, BA, Finance, French and International Business
Santa Fe Preparatory School 1992 — 1996
HS Diploma
Shoua Dolly Lee Shoua Dolly Lee's Ameriprise Experience February 2012 - September 2013
Job Service Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. December 2014 - July 2015
Aon September 2013 - November 2014
Ameriprise February 2012 - September 2013
The Hartford September 2011 - February 2012
The Hartford July 2007 - September 2011
The Hartford May 2005 - January 2007
Skills
Quality Center, Process Improvement, Quality Assurance, Business Analysis, Call Centers, Requirements Gathering, Program Management, Management, Insurance, Finance
Education
Penn State University 2015 — 2019
Bachelor of Science (B.S.), Security and Risk Analysis - Information and Cyber Security
Century College 2008 — 2012
Associate of Applied Science, Business Management
Century College 2008 — 2012
Associate of Arts (AA), Liberal Arts
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. December 2014 - July 2015
Aon September 2013 - November 2014
Ameriprise February 2012 - September 2013
The Hartford September 2011 - February 2012
The Hartford July 2007 - September 2011
The Hartford May 2005 - January 2007
Skills
Quality Center, Process Improvement, Quality Assurance, Business Analysis, Call Centers, Requirements Gathering, Program Management, Management, Insurance, Finance
Education
Penn State University 2015 — 2019
Bachelor of Science (B.S.), Security and Risk Analysis - Information and Cyber Security
Century College 2008 — 2012
Associate of Applied Science, Business Management
Century College 2008 — 2012
Associate of Arts (AA), Liberal Arts
Jeffrey S. Miller, CFP CFS Jeffrey S. Miller, CFP CFS's Ameriprise Experience September 1990 - Present
Job CFP at Ameriprise
Industry Financial Services
Experience
Ameriprise September 1990 - Present
Ameriprise Financial Services, Inc. September 1990 - Present
Education
College for Financial Planning 1992 — 1994
CFP, Denver, CO
Union College 1986 — 1990
BA, Economics
Boston University London Internship
St John's Prep 1982 — 1986
Ameriprise September 1990 - Present
Ameriprise Financial Services, Inc. September 1990 - Present
Education
College for Financial Planning 1992 — 1994
CFP, Denver, CO
Union College 1986 — 1990
BA, Economics
Boston University London Internship
St John's Prep 1982 — 1986
Christina (Christina Ryu) Kang Christina (Christina Ryu) Kang's Ameriprise Experience June 2005 - August 2005
Job Financial Analyst at Total Merchant Services
Industry Financial Services
Experience
Total Merchant Services April 2014 - Present
Palisades Investment Partners September 2006 - April 2014
Citigroup July 2005 - September 2005
Ameriprise June 2005 - August 2005
Skills
Equity Research, Financial Modeling, Equities, Valuation, Asset Management, Market Research, Financial Analysis, Microsoft Excel, Trading, Finance, Financial Statement..., Alternative Investments, Portfolio Management, Excel, Thomson One, Baseline, Market Analysis, Thompson One, Equity Valuation, Investment Management, Investment Advisory, Analysis, Research, Corporate FP&A, Department Budgeting, Budgeting & Forecasting
Education
University of California, Los Angeles
Bachelor of Arts, Political Science concentration in International Relations
Total Merchant Services April 2014 - Present
Palisades Investment Partners September 2006 - April 2014
Citigroup July 2005 - September 2005
Ameriprise June 2005 - August 2005
Skills
Equity Research, Financial Modeling, Equities, Valuation, Asset Management, Market Research, Financial Analysis, Microsoft Excel, Trading, Finance, Financial Statement..., Alternative Investments, Portfolio Management, Excel, Thomson One, Baseline, Market Analysis, Thompson One, Equity Valuation, Investment Management, Investment Advisory, Analysis, Research, Corporate FP&A, Department Budgeting, Budgeting & Forecasting
Education
University of California, Los Angeles
Bachelor of Arts, Political Science concentration in International Relations
Donna Nicholson Donna Nicholson's Ameriprise Experience July 1992 - June 1994
Job Executive Insurance Agent at Steve Rogers & Associates Insurance, Inc.
Industry Photography
Experience
Steve Rogers & Associates Insurance, Inc. January 2011 - Present
Primerica/Citigroup June 1996 - April 2011
Steve R. Rogers Insurance & Associates January 2000 - January 2008
Clear Channel Communications June 2002 - May 2004
AOL/Time Warner Cable May 2001 - June 2002
Worldcom Wireless January 2000 - June 2000
Lucent/AT&T February 1998 - January 2000
Primerica/Citigroup July 1994 - January 2000
Closson's February 1997 - February 1998
Ameriprise July 1992 - June 1994
Education
Protrain TrueNorth 2010 — 2011
Certificate, Business Computer Solutions
Pratt Institute 1974 — 1977
51 credits MFA program, Fine Arts, Art History
Boston University 1966 — 1971
BA, Fine Arts
Mariemont High School 1961 — 1966
Diploma, English, Math, Science, French, Government
Steve Rogers & Associates Insurance, Inc. January 2011 - Present
Primerica/Citigroup June 1996 - April 2011
Steve R. Rogers Insurance & Associates January 2000 - January 2008
Clear Channel Communications June 2002 - May 2004
AOL/Time Warner Cable May 2001 - June 2002
Worldcom Wireless January 2000 - June 2000
Lucent/AT&T February 1998 - January 2000
Primerica/Citigroup July 1994 - January 2000
Closson's February 1997 - February 1998
Ameriprise July 1992 - June 1994
Education
Protrain TrueNorth 2010 — 2011
Certificate, Business Computer Solutions
Pratt Institute 1974 — 1977
51 credits MFA program, Fine Arts, Art History
Boston University 1966 — 1971
BA, Fine Arts
Mariemont High School 1961 — 1966
Diploma, English, Math, Science, French, Government
Annalise Marberg's Ameriprise Experience 2006 - 2008
Job Experienced Project Manager
Industry Management Consulting
Experience
Apex Systems May 2013 - Present
Ameriprise Financial Services, Inc. January 2014 - April 2015
Wells Fargo May 2013 - December 2013
Financial Industry Technical Solutions March 2006 - April 2013
Wells Fargo August 2009 - June 2012
State of Minnesota 2008 - 2009
Ameriprise 2006 - 2008
Andover High School September 2004 - June 2005
AdamsGabbert October 2003 - January 2004
Ultreya Solutions Group May 2002 - August 2003
Skills
Program Management, PMO, Project Management, Business Process..., Use Case Diagrams, Team Facilitation, Requirements Gathering, Requirements Analysis, Test Cases, User Acceptance Testing, Issue Management, SharePoint, Cross-functional Team..., Software Documentation, Visio, CRM, Process Improvement
Education
Saint Mary's University 2004 — 2004
Kansas State University 1986 — 1990
BS, Secondary Education, Chemistry, Physics
Apex Systems May 2013 - Present
Ameriprise Financial Services, Inc. January 2014 - April 2015
Wells Fargo May 2013 - December 2013
Financial Industry Technical Solutions March 2006 - April 2013
Wells Fargo August 2009 - June 2012
State of Minnesota 2008 - 2009
Ameriprise 2006 - 2008
Andover High School September 2004 - June 2005
AdamsGabbert October 2003 - January 2004
Ultreya Solutions Group May 2002 - August 2003
Skills
Program Management, PMO, Project Management, Business Process..., Use Case Diagrams, Team Facilitation, Requirements Gathering, Requirements Analysis, Test Cases, User Acceptance Testing, Issue Management, SharePoint, Cross-functional Team..., Software Documentation, Visio, CRM, Process Improvement
Education
Saint Mary's University 2004 — 2004
Kansas State University 1986 — 1990
BS, Secondary Education, Chemistry, Physics
Brad Harder, CFP® Brad Harder, CFP®'s Ameriprise Experience June 2001 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise June 2001 - Present
Education
St. Cloud State University 1997 — 2001
St. Cloud State University 1997 — 2001
Finance, Finance
osseo 1995 — 1997
Ameriprise June 2001 - Present
Education
St. Cloud State University 1997 — 2001
St. Cloud State University 1997 — 2001
Finance, Finance
osseo 1995 — 1997
Wilton Lam Wilton Lam's Ameriprise Experience April 2007 - February 2008
Job Experienced Associate at PwC
Industry Accounting
Experience
PricewaterhouseCoopers, LLP September 2014 - Present
Anton & Chia LLP July 2013 - August 2014
BENADON SHAPIRO VILLALOBOS, Certified Public Accountants June 2013 - July 2013
Azran Financial July 2011 - April 2013
Zecco Trading July 2009 - December 2011
IAC November 2008 - June 2009
Walt Disney Animation Studios April 2008 - October 2008
Ameriprise April 2007 - February 2008
Irell & Manella 2007 - 2007
Riverside District Attorney 2005 - 2005
Skills
Financial Reporting, Portfolio Management, Retirement Planning, Public Speaking, Services Sales, Derivatives, Options Strategies, Email Marketing, Marketing Communications, Trading, Trading Strategies, PowerPoint, Asset Allocation, Sales, Strategic Financial..., Options, Financial Analysis, Forecasting, Accounting, Mutual Funds, Risk Management, Tax, Investments, Equities, Financial Services, Securities, Account Reconciliation, Auditing, Internal Controls, Analysis, Payroll, Variance Analysis, Accounts Receivable, Process Improvement, Finance, Financial Statements, Leadership, Wealth Management, Financial Planning
Education
UCLA Anderson School of Management 2007 — 2009
Certificate, Accounting
University of California, Riverside 2002 — 2006
Bachelors, Political Science and History, minor in Administrative Studies
San Gabriel High School 1998 — 2002
PACE
PricewaterhouseCoopers, LLP September 2014 - Present
Anton & Chia LLP July 2013 - August 2014
BENADON SHAPIRO VILLALOBOS, Certified Public Accountants June 2013 - July 2013
Azran Financial July 2011 - April 2013
Zecco Trading July 2009 - December 2011
IAC November 2008 - June 2009
Walt Disney Animation Studios April 2008 - October 2008
Ameriprise April 2007 - February 2008
Irell & Manella 2007 - 2007
Riverside District Attorney 2005 - 2005
Skills
Financial Reporting, Portfolio Management, Retirement Planning, Public Speaking, Services Sales, Derivatives, Options Strategies, Email Marketing, Marketing Communications, Trading, Trading Strategies, PowerPoint, Asset Allocation, Sales, Strategic Financial..., Options, Financial Analysis, Forecasting, Accounting, Mutual Funds, Risk Management, Tax, Investments, Equities, Financial Services, Securities, Account Reconciliation, Auditing, Internal Controls, Analysis, Payroll, Variance Analysis, Accounts Receivable, Process Improvement, Finance, Financial Statements, Leadership, Wealth Management, Financial Planning
Education
UCLA Anderson School of Management 2007 — 2009
Certificate, Accounting
University of California, Riverside 2002 — 2006
Bachelors, Political Science and History, minor in Administrative Studies
San Gabriel High School 1998 — 2002
PACE
Cheryl Ouellette Cheryl Ouellette's Ameriprise Experience 1990 - 2006
Job Manager at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting ManagerDeloitte2006 - Present
Ameriprise 1990 - 2006
American Express Retirement Services 1990 - 2006
Ameriprise Financial 1990 - 2006
Skills
Financial Services, Management Consulting, Business Transformation, Relationship Management, Business Analysis, PMO, Business Process..., Financial Modeling, Risk Management, Business Process..., Vendor Management, Process Improvement
Education
Augsburg College 1986 — 1993
Deloitte Consulting ManagerDeloitte2006 - Present
Ameriprise 1990 - 2006
American Express Retirement Services 1990 - 2006
Ameriprise Financial 1990 - 2006
Skills
Financial Services, Management Consulting, Business Transformation, Relationship Management, Business Analysis, PMO, Business Process..., Financial Modeling, Risk Management, Business Process..., Vendor Management, Process Improvement
Education
Augsburg College 1986 — 1993
Paul Curran,CFP® Paul Curran,CFP®'s Ameriprise Experience January 2007 - November 2009
Job Financial Advisor at ProsperityPrivate Investments
Industry Financial Services
Experience
ProsperityPrivate Investments April 2014 - Present
Prosperity Financial Services November 2009 - April 2014
Ameriprise January 2007 - November 2009
United States Marine Corps May 1987 - December 2006
Skills
Retirement, Protection, Tax, Wealth Accumulation, Estate Law, Retirement Planning, Securities, Wealth Management, Asset Managment, Military
Education
Rice University 2009 — 2009
CFP Certification Education Program
Naval Postgraduate School 1995 — 1997
MS, Operations Research
United States Naval Academy 1983 — 1987
BS, General Engineering
ProsperityPrivate Investments April 2014 - Present
Prosperity Financial Services November 2009 - April 2014
Ameriprise January 2007 - November 2009
United States Marine Corps May 1987 - December 2006
Skills
Retirement, Protection, Tax, Wealth Accumulation, Estate Law, Retirement Planning, Securities, Wealth Management, Asset Managment, Military
Education
Rice University 2009 — 2009
CFP Certification Education Program
Naval Postgraduate School 1995 — 1997
MS, Operations Research
United States Naval Academy 1983 — 1987
BS, General Engineering
Kathryn Freytag Kathryn Freytag's Ameriprise Experience 2004 - 2006
Job SVP & CIO at Stratasys
Industry Information Technology and Services
Experience
Stratasys June 2014 - Present
Honeywell January 2008 - May 2014
Medica 2007 - 2008
Ameriprise 2004 - 2006
American Express 2000 - 2004
Wells Fargo 1996 - 2000
Customer Link, llc 1994 - 1996
Skills
Outsourcing, Leadership, Management, Project Management, Contract Negotiation, IT Strategy, Information Technology, Negotiation, Vendor Management, IT Management, Integration, Enterprise Architecture, SDLC, Program Management, Business Intelligence, Process Improvement, Business Analysis, ITIL, Project Portfolio..., ERP, CRM, IT Operations, Business Process..., SAP, Change Management, PMO, PMP, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1999 — 2002
MBA, Information Systems
Iona College 1986 — 1990
Business Administration and Management, General
Stratasys June 2014 - Present
Honeywell January 2008 - May 2014
Medica 2007 - 2008
Ameriprise 2004 - 2006
American Express 2000 - 2004
Wells Fargo 1996 - 2000
Customer Link, llc 1994 - 1996
Skills
Outsourcing, Leadership, Management, Project Management, Contract Negotiation, IT Strategy, Information Technology, Negotiation, Vendor Management, IT Management, Integration, Enterprise Architecture, SDLC, Program Management, Business Intelligence, Process Improvement, Business Analysis, ITIL, Project Portfolio..., ERP, CRM, IT Operations, Business Process..., SAP, Change Management, PMO, PMP, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1999 — 2002
MBA, Information Systems
Iona College 1986 — 1990
Business Administration and Management, General
Karen Tidemand's Ameriprise Experience 1997 - 2000
Job Experienced Administrative Assistant
Industry Executive Office
Experience
Medtronic August 2007 - July 2013
Lawson Software March 2004 - May 2007
Green Tree Servicing September 2003 - March 2004
Medtronic October 2002 - July 2003
Ameriprise Financial 2000 - 2002
Ameriprise 1997 - 2000
Ameriprise Financial 1993 - 1997
Ameriprise Financial 1992 - 1993
Skills
Microsoft Word, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Customer Service, Windows, Strategic Planning, English, Research, Budgets, Negotiation, Organization, Event Planning, Travel Management, Highly detail oriented, Office Management, Calendaring
Education
Anoka Ramsey Community College 2011 — 2011
Certified Nursing Assistant/Home Health Aid
University of Minnesota - Carlson School of Management 2001 — 2003
Business Administration and Management, General
St. Paul College 1978 — 1979
Medical Administrative/Executive Assistant and Medical Secretary
Medtronic August 2007 - July 2013
Lawson Software March 2004 - May 2007
Green Tree Servicing September 2003 - March 2004
Medtronic October 2002 - July 2003
Ameriprise Financial 2000 - 2002
Ameriprise 1997 - 2000
Ameriprise Financial 1993 - 1997
Ameriprise Financial 1992 - 1993
Skills
Microsoft Word, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Customer Service, Windows, Strategic Planning, English, Research, Budgets, Negotiation, Organization, Event Planning, Travel Management, Highly detail oriented, Office Management, Calendaring
Education
Anoka Ramsey Community College 2011 — 2011
Certified Nursing Assistant/Home Health Aid
University of Minnesota - Carlson School of Management 2001 — 2003
Business Administration and Management, General
St. Paul College 1978 — 1979
Medical Administrative/Executive Assistant and Medical Secretary
Kellirae Boann's Ameriprise Experience 2005 - 2007
Job Executive Director at The Music Village
Industry Nonprofit Organization Management
Experience
Speaking Engagements 2013 - Present
The Music Village 2012 - 2015
Everyday People 2004 - 2014
Ameriprise 2005 - 2007
Self-Employed 1990 - 2006
Skills
Non-profits, Fundraising, Program Development, Grant Writing, Volunteer Management, Event Planning, Booking & Promoting, Performing Arts, Songwriting, Strategic Planning, Social Services, Community Outreach, Professional Women, Music Performance, Mentoring, Nonprofits, Editing, Public Speaking, Social Networking, Public Relations, Event Management, Grants
Education
Indiana University South Bend
Bachelor of Arts (B.A.) with Highest Distinction,, Women's and Gender Studies, Political Science
Speaking Engagements 2013 - Present
The Music Village 2012 - 2015
Everyday People 2004 - 2014
Ameriprise 2005 - 2007
Self-Employed 1990 - 2006
Skills
Non-profits, Fundraising, Program Development, Grant Writing, Volunteer Management, Event Planning, Booking & Promoting, Performing Arts, Songwriting, Strategic Planning, Social Services, Community Outreach, Professional Women, Music Performance, Mentoring, Nonprofits, Editing, Public Speaking, Social Networking, Public Relations, Event Management, Grants
Education
Indiana University South Bend
Bachelor of Arts (B.A.) with Highest Distinction,, Women's and Gender Studies, Political Science
Emily C. Dalager Emily C. Dalager's Ameriprise Experience February 2006 - January 2007
Job Director, Operations and Counsel at TerraForm Power, LLC
Industry Oil & Energy
Experience
SunEdison February 2014 - Present
EverStream Energy Capital Management April 2013 - January 2014
Meridian Clean Fuels, LLC November 2011 - April 2013
Horizon Wind Energy, LLC November 2008 - September 2011
Siegel, Brill January 2007 - October 2008
Ameriprise February 2006 - January 2007
Minnesota Office of Administrative Law January 2005 - May 2005
McElroy, Sullivan & Miller June 2003 - August 2003
Skills
MS Project, PMP, GIS software, Due Diligence, Renewable Energy, Energy, Environmental Awareness, Contract Negotiation, Legal Writing, Real Estate, Wind, Legal Research, Mergers, Project Finance, Strategic Planning, Contract Management, Finance, Project Management, Real Estate Transactions, Management, Analysis, Negotiation, Mergers & Acquisitions
Education
William Mitchell College of Law 2002 — 2005
JD
Southern Illinois University, Edwardsville 1998 — 2000
M.A., Art Therapy
St. Olaf College 1991 — 1995
B.A., English and Art
SunEdison February 2014 - Present
EverStream Energy Capital Management April 2013 - January 2014
Meridian Clean Fuels, LLC November 2011 - April 2013
Horizon Wind Energy, LLC November 2008 - September 2011
Siegel, Brill January 2007 - October 2008
Ameriprise February 2006 - January 2007
Minnesota Office of Administrative Law January 2005 - May 2005
McElroy, Sullivan & Miller June 2003 - August 2003
Skills
MS Project, PMP, GIS software, Due Diligence, Renewable Energy, Energy, Environmental Awareness, Contract Negotiation, Legal Writing, Real Estate, Wind, Legal Research, Mergers, Project Finance, Strategic Planning, Contract Management, Finance, Project Management, Real Estate Transactions, Management, Analysis, Negotiation, Mergers & Acquisitions
Education
William Mitchell College of Law 2002 — 2005
JD
Southern Illinois University, Edwardsville 1998 — 2000
M.A., Art Therapy
St. Olaf College 1991 — 1995
B.A., English and Art
Melanie Braun, MBA's Ameriprise Experience December 2006 - March 2009
Job Financial Advisor and Business Development Director at Ameriprise Financial
Industry Professional Training & Coaching
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. December 2009 - June 2014
M Braun Consulting April 2009 - June 2014
University of Phoenix June 2009 - December 2011
Ameriprise December 2006 - March 2009
Ameriprise Financial Services, Inc. September 2000 - December 2006
Minnesota Department of Transportation -- Traffic Management Center 1998 - 2000
Minnesota Department of Transportation 1996 - 1998
Education
University of Phoenix 2002 — 2006
MBA, Business
Concordia University-St. Paul 1988 — 1992
BA, Communications
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. December 2009 - June 2014
M Braun Consulting April 2009 - June 2014
University of Phoenix June 2009 - December 2011
Ameriprise December 2006 - March 2009
Ameriprise Financial Services, Inc. September 2000 - December 2006
Minnesota Department of Transportation -- Traffic Management Center 1998 - 2000
Minnesota Department of Transportation 1996 - 1998
Education
University of Phoenix 2002 — 2006
MBA, Business
Concordia University-St. Paul 1988 — 1992
BA, Communications
Tanya Whale Tanya Whale's Ameriprise Experience 1999 - 2003
Job Operations Professional
Industry Financial Services
Experience
Transitional April 2013 - April 2014
US Army 2003 - 2012
1/1 AD 2009 - 2011
314th MI Battalion 2005 - 2009
Ameriprise 1999 - 2003
Education
St. Mary's University
MA, International Relations, Inter-American Studies
Univerisity of Wisconsin Eau Claire
BA, French Language and Literature
Transitional April 2013 - April 2014
US Army 2003 - 2012
1/1 AD 2009 - 2011
314th MI Battalion 2005 - 2009
Ameriprise 1999 - 2003
Education
St. Mary's University
MA, International Relations, Inter-American Studies
Univerisity of Wisconsin Eau Claire
BA, French Language and Literature
Theodore Mansk Theodore Mansk's Ameriprise Experience January 2012 - September 2013
Job zSeries Architect at United Health Group
Industry Information Technology and Services
Experience
United Health Group September 2013 - Present
Ameriprise January 2012 - September 2013
Blue Cross Blue Shield of Minnesota 2010 - 2011
Blue Cross Blue Shield of Minnesota 2006 - 2010
Blue Cross Blue Shield of Minnesota 2004 - 2006
Ecolab, Inc January 1999 - December 2004
Ecolab, Inc 1995 - 1999
Ecolab, Inc. 1985 - 1995
Knox Lumber 1983 - 1985
Grain Terminal Association 1981 - 1983
Skills
Oracle, Databases, Microsoft SQL Server, Process Improvement, Enterprise Architecture, Vendor Management, IMS DB/DC, Lotus Notes, CICS, AIX, Virtualization, Data Center, Unix, Disaster Recovery, IT Operations, Data Warehousing, Security, Information Technology, IT Service Management, ITIL, Business Analysis, Integration, Business Intelligence, Software Project..., Leadership, Software Development, IT Strategy, IT Management, Business Process, Business Process..., SDLC, Solution Architecture, Visio, Outsourcing, PMO, ERP, Cross-functional Team..., Infrastructure, Solaris, Operating Systems, Architecture, DB2, SharePoint, Storage, Linux, Project Portfolio..., Mainframe, PMP, Requirements Analysis, System Deployment
Education
Continuing Education 1990 — 2011
Minnesota School of Business 1978 — 1980
Certificate (with Honors), Information Systems
United Health Group September 2013 - Present
Ameriprise January 2012 - September 2013
Blue Cross Blue Shield of Minnesota 2010 - 2011
Blue Cross Blue Shield of Minnesota 2006 - 2010
Blue Cross Blue Shield of Minnesota 2004 - 2006
Ecolab, Inc January 1999 - December 2004
Ecolab, Inc 1995 - 1999
Ecolab, Inc. 1985 - 1995
Knox Lumber 1983 - 1985
Grain Terminal Association 1981 - 1983
Skills
Oracle, Databases, Microsoft SQL Server, Process Improvement, Enterprise Architecture, Vendor Management, IMS DB/DC, Lotus Notes, CICS, AIX, Virtualization, Data Center, Unix, Disaster Recovery, IT Operations, Data Warehousing, Security, Information Technology, IT Service Management, ITIL, Business Analysis, Integration, Business Intelligence, Software Project..., Leadership, Software Development, IT Strategy, IT Management, Business Process, Business Process..., SDLC, Solution Architecture, Visio, Outsourcing, PMO, ERP, Cross-functional Team..., Infrastructure, Solaris, Operating Systems, Architecture, DB2, SharePoint, Storage, Linux, Project Portfolio..., Mainframe, PMP, Requirements Analysis, System Deployment
Education
Continuing Education 1990 — 2011
Minnesota School of Business 1978 — 1980
Certificate (with Honors), Information Systems
Andrea Wolf's Ameriprise Experience 2005 - 2005
Job Seeking Innovative Agriculture Candidates for Internship and FullTime Programs
Industry Staffing and Recruiting
Experience
Land O'Lakes August 2009 - Present
Prudential Financial August 2007 - March 2009
PricewaterhouseCoopers July 2005 - September 2006
Ameriprise 2005 - 2005
American Express 1997 - 2005
Skills
Talent Acquisition, College Recruiting, Recruiting, Human Resources, Internet Recruiting, Leadership Development, Talent Management, Leadership, Applicant Tracking..., Sourcing, Onboarding, Interviews, Employee Relations, Project Management, Technical Recruiting, Succession Planning
Education
The University of Kansas 1993 — 1997
BA, Mathematics
St Bernards
Land O'Lakes August 2009 - Present
Prudential Financial August 2007 - March 2009
PricewaterhouseCoopers July 2005 - September 2006
Ameriprise 2005 - 2005
American Express 1997 - 2005
Skills
Talent Acquisition, College Recruiting, Recruiting, Human Resources, Internet Recruiting, Leadership Development, Talent Management, Leadership, Applicant Tracking..., Sourcing, Onboarding, Interviews, Employee Relations, Project Management, Technical Recruiting, Succession Planning
Education
The University of Kansas 1993 — 1997
BA, Mathematics
St Bernards
Tiffany Strande Tiffany Strande's Ameriprise Experience November 2003 - Present
Job Quality Monitoring Specialist at Ameriprise
Industry Insurance
Experience
Beachbody April 2014 - Present
Ameriprise November 2003 - Present
Skills
Insurance, Coaching, Customer Service, Strategic Planning
Education
St. Norbert College 1998 — 2002
BA, Psychology and Sociology
Beachbody April 2014 - Present
Ameriprise November 2003 - Present
Skills
Insurance, Coaching, Customer Service, Strategic Planning
Education
St. Norbert College 1998 — 2002
BA, Psychology and Sociology
Kevin Lemmon Kevin Lemmon's Ameriprise Experience April 2008 - October 2009
Job Financial Planner at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. October 2009 - Present
Ameriprise April 2008 - October 2009
The Home Depot 2005 - 2006
SBC 2000 - 2003
Education
University of Houston-Downtown 2003 — 2007
BA, English
San Jacinto College 2001 — 2005
English
Investment Professionals, Inc. October 2009 - Present
Ameriprise April 2008 - October 2009
The Home Depot 2005 - 2006
SBC 2000 - 2003
Education
University of Houston-Downtown 2003 — 2007
BA, English
San Jacinto College 2001 — 2005
English
Don Karpick's Ameriprise Experience September 2004 - July 2008
Job Associate Financial Advisor at Ameriprise Financial Barrie & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. - Barrie and Associates February 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - February 2015
Charles Schwab & Co., Inc July 2008 - November 2010
Ameriprise September 2004 - July 2008
INVISTA July 2003 - July 2004
E.I. du Pont de Nemours and Company January 1975 - April 2004
Education
Purdue University 1970 — 1974
BS, Industrial Engineering
West Lafayette High School 1966 — 1970
High School Diploma, College Prep
Ameriprise Financial Services, Inc. - Barrie and Associates February 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - February 2015
Charles Schwab & Co., Inc July 2008 - November 2010
Ameriprise September 2004 - July 2008
INVISTA July 2003 - July 2004
E.I. du Pont de Nemours and Company January 1975 - April 2004
Education
Purdue University 1970 — 1974
BS, Industrial Engineering
West Lafayette High School 1966 — 1970
High School Diploma, College Prep
Beth Baumann Beth Baumann's Ameriprise Experience 1998 - 2004
Job VP of Business Process and Quality at Wells Fargo Shareowner Services
Industry Financial Services
Experience
Wells Fargo Shareowner Services July 2013 - Present
City of South St. Paul January 2000 - Present
The Willow Group June 2009 - June 2013
Wells Fargo Bank, NA April 2005 - December 2008
American Express Asset Management September 1999 - December 2004
Ameriprise 1998 - 2004
US Bank January 1979 - August 1998
Skills
Program Management, Product Development, Strategic Planning, Financial Services, Process Improvement, Business Analysis, Leadership Development, Business Process..., Change Management, Team Building, Risk Management, Investments, Project Management, Vendor Management, Strategy, Business Strategy, Product Management, Leadership, Marketing Strategy, Coaching, Cross-functional Team..., Training, Management, Management Consulting, Marketing, Project Portfolio..., New Business Development, Budgets, Business Development, Consulting, Competitive Analysis, Policy, Workshop Facilitation, Financial Analysis, Operations Management, Business Process, Team Leadership, Business Intelligence, Project Planning, Organizational..., CRM, PMO, Executive Management, Analysis, Mergers & Acquisitions
Education
St. Catherine University MAOL Program 1996 — 1998
Masters, Organizational Leadership
Augsburg College 1990 — 1996
BA, Business
South St. Paul High School 1974 — 1976
Wells Fargo Shareowner Services July 2013 - Present
City of South St. Paul January 2000 - Present
The Willow Group June 2009 - June 2013
Wells Fargo Bank, NA April 2005 - December 2008
American Express Asset Management September 1999 - December 2004
Ameriprise 1998 - 2004
US Bank January 1979 - August 1998
Skills
Program Management, Product Development, Strategic Planning, Financial Services, Process Improvement, Business Analysis, Leadership Development, Business Process..., Change Management, Team Building, Risk Management, Investments, Project Management, Vendor Management, Strategy, Business Strategy, Product Management, Leadership, Marketing Strategy, Coaching, Cross-functional Team..., Training, Management, Management Consulting, Marketing, Project Portfolio..., New Business Development, Budgets, Business Development, Consulting, Competitive Analysis, Policy, Workshop Facilitation, Financial Analysis, Operations Management, Business Process, Team Leadership, Business Intelligence, Project Planning, Organizational..., CRM, PMO, Executive Management, Analysis, Mergers & Acquisitions
Education
St. Catherine University MAOL Program 1996 — 1998
Masters, Organizational Leadership
Augsburg College 1990 — 1996
BA, Business
South St. Paul High School 1974 — 1976
Tom Basil MBA, CFP, GBA Tom Basil MBA, CFP, GBA's Ameriprise Experience April 1999 - December 2006
Job Employee Benefits Specialist
Industry Insurance
Experience
ISU Insurance Services August 2013 - Present
Colorado Health Insurance Company January 2009 - August 2013
Metropolitan Life Insurance Company August 2007 - October 2008
Ameriprise April 1999 - December 2006
Amgen, Inc July 1995 - October 1998
Novartis (formerly Ciba-Geigy) January 1994 - July 1995
Skills
Employee Benefits, Disability Insurance, Health Insurance, Medicare, Term Life Insurance, Life Insurance, Medicare Advantage, Customer Service, Marketing, Sales, Management
Education
University of Denver - Daniels College of Business 2007 — 2008
MBA, Busines
Metropolitan State University of Denver 2000 — 2002
CFP, Finance
University of South Carolina-Columbia 1986 — 1991
BS, Chemistry and Biology
ISU Insurance Services August 2013 - Present
Colorado Health Insurance Company January 2009 - August 2013
Metropolitan Life Insurance Company August 2007 - October 2008
Ameriprise April 1999 - December 2006
Amgen, Inc July 1995 - October 1998
Novartis (formerly Ciba-Geigy) January 1994 - July 1995
Skills
Employee Benefits, Disability Insurance, Health Insurance, Medicare, Term Life Insurance, Life Insurance, Medicare Advantage, Customer Service, Marketing, Sales, Management
Education
University of Denver - Daniels College of Business 2007 — 2008
MBA, Busines
Metropolitan State University of Denver 2000 — 2002
CFP, Finance
University of South Carolina-Columbia 1986 — 1991
BS, Chemistry and Biology
Marvin Helfman Marvin Helfman's Ameriprise Experience November 2002 - March 2004
Job President and CEO
Industry Financial Services
Experience
Helfman Bookkeeping and Tax Service, Inc. February 2015 - Present
Helfman Enterprises May 2010 - February 2015
Citibank March 2009 - May 2010
Marvin Helfman and Associates, Inc. September 2007 - February 2009
Wells Fargo Bank March 2004 - September 2007
Ameriprise November 2002 - March 2004
Skills
Financial Planning, Salesmanship, Business Development, Firearms, Public Speaking, Woodworking, Strategic Financial..., Selling Skills, Leadership, Legal Research, Competitive Analysis, Small Business, Start-ups, Marketing, Sales, Social Networking, Event Planning, Real Estate, B2B, Training, Time Management, Entrepreneurship
Education
Lakeland College 2015 — 2015
Bachelor’s Degree, Accounting, GPA - 3.2
Chippewa Valley Technical College 2013 — 2014
Associate’s Degree, Accounting, GPA - 3.2
Glendale University College of Law 1990 — 1991
Law
California State University-Los Angeles 1983 — 1987
Business Administration - Entrepreneurship
Los Angeles City College 1981 — 1983
General education courses applied toward a BS in Business Administration, GPA - 3.54
Helfman Bookkeeping and Tax Service, Inc. February 2015 - Present
Helfman Enterprises May 2010 - February 2015
Citibank March 2009 - May 2010
Marvin Helfman and Associates, Inc. September 2007 - February 2009
Wells Fargo Bank March 2004 - September 2007
Ameriprise November 2002 - March 2004
Skills
Financial Planning, Salesmanship, Business Development, Firearms, Public Speaking, Woodworking, Strategic Financial..., Selling Skills, Leadership, Legal Research, Competitive Analysis, Small Business, Start-ups, Marketing, Sales, Social Networking, Event Planning, Real Estate, B2B, Training, Time Management, Entrepreneurship
Education
Lakeland College 2015 — 2015
Bachelor’s Degree, Accounting, GPA - 3.2
Chippewa Valley Technical College 2013 — 2014
Associate’s Degree, Accounting, GPA - 3.2
Glendale University College of Law 1990 — 1991
Law
California State University-Los Angeles 1983 — 1987
Business Administration - Entrepreneurship
Los Angeles City College 1981 — 1983
General education courses applied toward a BS in Business Administration, GPA - 3.54
Steve Conder Steve Conder's Ameriprise Experience December 2003 - January 2005
Job Desktop Support Analyst at Micropump Inc.
Industry Information Technology and Services
Experience
Micropump Inc. August 2013 - Present
Micropump Inc. December 2011 - August 2013
HOME DEPOT March 2006 - November 2011
Stryker August 2005 - March 2006
Ameriprise December 2003 - January 2005
Wells Fargo August 2002 - December 2003
Siltronic AG January 2000 - January 2002
Skills
A+ Certified, Troubleshooting, SharePoint, Software Installation, Networking, Network Security, Laptops, Printers, VoIP, Access, Customer Satisfaction, Computer Hardware, Windows 7, XP, Service Desk, Technical Support, Computer Repair, Databases, Active Directory, Desktop Computers, Windows Server, InfoPath, Hardware, Windows XP, Blackberry, Help Desk Support, Servers, System Deployment, Network Administration, Windows, System Administration, SQL, Operating Systems, VMware, Database Administration, VPN, Software Documentation, DHCP, DNS, TCP/IP, Disaster Recovery, Information Technology, Virtualization, IT Service Management, Wireless Networking, Customer Service, Microsoft Office, Leadership, Microsoft Exchange, Process Improvement
Education
Eastern Washington University 2010 — 2012
Bachelor of Science (BS), Information Technology, 3.75
Clark College 2008 — 2010
AAS, Network and System Administration/Administrator
Fort Vancouver High School 1992 — 1995
High School Diploma, General Studies
Micropump Inc. August 2013 - Present
Micropump Inc. December 2011 - August 2013
HOME DEPOT March 2006 - November 2011
Stryker August 2005 - March 2006
Ameriprise December 2003 - January 2005
Wells Fargo August 2002 - December 2003
Siltronic AG January 2000 - January 2002
Skills
A+ Certified, Troubleshooting, SharePoint, Software Installation, Networking, Network Security, Laptops, Printers, VoIP, Access, Customer Satisfaction, Computer Hardware, Windows 7, XP, Service Desk, Technical Support, Computer Repair, Databases, Active Directory, Desktop Computers, Windows Server, InfoPath, Hardware, Windows XP, Blackberry, Help Desk Support, Servers, System Deployment, Network Administration, Windows, System Administration, SQL, Operating Systems, VMware, Database Administration, VPN, Software Documentation, DHCP, DNS, TCP/IP, Disaster Recovery, Information Technology, Virtualization, IT Service Management, Wireless Networking, Customer Service, Microsoft Office, Leadership, Microsoft Exchange, Process Improvement
Education
Eastern Washington University 2010 — 2012
Bachelor of Science (BS), Information Technology, 3.75
Clark College 2008 — 2010
AAS, Network and System Administration/Administrator
Fort Vancouver High School 1992 — 1995
High School Diploma, General Studies
Elizabeth Hang Elizabeth Hang's Ameriprise Experience February 2007 - April 2009
Job at Robert Half Management Resources Human Resource Services
Industry Staffing and Recruiting
Experience
Robert Half May 2009 - Present
Ameriprise February 2007 - April 2009
Randstad March 2004 - February 2007
Trak Services October 1998 - March 2004
Skills
Conflict Resolution, Applicant Tracking..., Talent Acquisition
Education
DePauw University
BA, Elementary Education
Edina High School
Robert Half May 2009 - Present
Ameriprise February 2007 - April 2009
Randstad March 2004 - February 2007
Trak Services October 1998 - March 2004
Skills
Conflict Resolution, Applicant Tracking..., Talent Acquisition
Education
DePauw University
BA, Elementary Education
Edina High School
Greg Domres Greg Domres's Ameriprise Experience January 1998 - January 2000
Job Manager and individual contributor who consistently exceeds sales and client retention goals.
Industry Wholesale
Experience
Agency212 November 2009 - March 2011
Freelance September 2006 - February 2009
American Express May 2004 - March 2006
American Express January 2000 - January 2004
Ameriprise January 1998 - January 2000
Ameriprise January 1997 - January 1998
BI Performance Services January 1993 - January 1997
Skills
Strategy, Key Client Relationships, Team Building, Creative..., Product Development, Cross-functional Team..., Leadership, Revenue Analysis, Marketing Strategy, Product Management, Management, Marketing, Project Management, New Business Development, Event Planning, Budgets, Microsoft Excel, Strategic Planning, CRM, Problem Solving, Staff Training, Staff Development, Digital Marketing, Branding & Identity
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA
University of St. Thomas 1987 — 1991
Bachelor of Arts Degree
Agency212 November 2009 - March 2011
Freelance September 2006 - February 2009
American Express May 2004 - March 2006
American Express January 2000 - January 2004
Ameriprise January 1998 - January 2000
Ameriprise January 1997 - January 1998
BI Performance Services January 1993 - January 1997
Skills
Strategy, Key Client Relationships, Team Building, Creative..., Product Development, Cross-functional Team..., Leadership, Revenue Analysis, Marketing Strategy, Product Management, Management, Marketing, Project Management, New Business Development, Event Planning, Budgets, Microsoft Excel, Strategic Planning, CRM, Problem Solving, Staff Training, Staff Development, Digital Marketing, Branding & Identity
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA
University of St. Thomas 1987 — 1991
Bachelor of Arts Degree
Jan Raph Jan Raph's Ameriprise Experience 1986 - 1994
Job Looking for a challenge!
Industry Computer Software
Experience
ProVation Medical, a Wolters Kluwer company 2009 - Present
Ameriprise Financial September 2006 - March 2009
Ameriprise Financial 2004 - 2006
Ameriprise Financial 1998 - 2004
Ameriprise Financial 1994 - 1998
Ameriprise 1986 - 1994
Skills
Program Management, Management, Process Improvement, Coaching, Team Building, Customer Service, Project Management, Marketing, Team Leadership, Microsoft Office, Account Management, SharePoint, Outstanding Customer..., Sales Management, Compliance, Relationship Management, Budgets
Education
Anoka Ramsey Community College 2005 — 2009
Business Management and Marketing
Fridley High School
ProVation Medical, a Wolters Kluwer company 2009 - Present
Ameriprise Financial September 2006 - March 2009
Ameriprise Financial 2004 - 2006
Ameriprise Financial 1998 - 2004
Ameriprise Financial 1994 - 1998
Ameriprise 1986 - 1994
Skills
Program Management, Management, Process Improvement, Coaching, Team Building, Customer Service, Project Management, Marketing, Team Leadership, Microsoft Office, Account Management, SharePoint, Outstanding Customer..., Sales Management, Compliance, Relationship Management, Budgets
Education
Anoka Ramsey Community College 2005 — 2009
Business Management and Marketing
Fridley High School
Janet Barr, MS, ChFC, CLU Janet Barr, MS, ChFC, CLU's Ameriprise Experience July 1994 - January 2006
Job Financial Advisor Santa Barbara, Registered Principal (LPL Financial)
Industry Financial Services
Experience
LPL Financial 2006 - Present
Independent Financial Partners (IFP) August 2012 - Present
SB Estate Planning Council 2005 - 2015
Successful Life Story Transformations 2013 - 2014
Brooks Institute of Photography March 2000 - August 2011
Ameriprise July 1994 - January 2006
SB NewsPress 1991 - 1994
US Army August 1980 - August 1984
Skills
Comprehensive Wealth..., Comprehensive Financial..., Socially Responsible..., Green Alternative..., Estate Planning, Divorce Settlement..., Financial Life Planning, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Securities, Wealth, Investment Management, Asset Management, Financial Services, Finance, FINRA, Personal Finance, Series 7, Retirement, Financial Planning, Small Business, Mutual Funds, Investment Strategies, Fixed Annuities, 401k, Series 63, Insurance, IRAs, Alternative Investments, Portfolio Management, Risk Management, Financial Analysis, Life Insurance, Equities, Strategic Planning, Long-term Care, Wealth Management..., Pensions, Fixed Income
Education
The American College 1999 — 2002
ChFC, Finance, General
Institute of Business and Finance 2006 — 2011
Masters of Science in Financial Services (MSFS), Finance, General
Matson Money
Investment Coaching Program, Investing and Behavioral Finance
Kinder Institute 2010 — 2011
Seven Stages of Money Maturity, Trained with George Kinder.
University of California, Santa Barbara 1988 — 1991
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
LPL Financial 2006 - Present
Independent Financial Partners (IFP) August 2012 - Present
SB Estate Planning Council 2005 - 2015
Successful Life Story Transformations 2013 - 2014
Brooks Institute of Photography March 2000 - August 2011
Ameriprise July 1994 - January 2006
SB NewsPress 1991 - 1994
US Army August 1980 - August 1984
Skills
Comprehensive Wealth..., Comprehensive Financial..., Socially Responsible..., Green Alternative..., Estate Planning, Divorce Settlement..., Financial Life Planning, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Securities, Wealth, Investment Management, Asset Management, Financial Services, Finance, FINRA, Personal Finance, Series 7, Retirement, Financial Planning, Small Business, Mutual Funds, Investment Strategies, Fixed Annuities, 401k, Series 63, Insurance, IRAs, Alternative Investments, Portfolio Management, Risk Management, Financial Analysis, Life Insurance, Equities, Strategic Planning, Long-term Care, Wealth Management..., Pensions, Fixed Income
Education
The American College 1999 — 2002
ChFC, Finance, General
Institute of Business and Finance 2006 — 2011
Masters of Science in Financial Services (MSFS), Finance, General
Matson Money
Investment Coaching Program, Investing and Behavioral Finance
Kinder Institute 2010 — 2011
Seven Stages of Money Maturity, Trained with George Kinder.
University of California, Santa Barbara 1988 — 1991
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
Megan McEuen's Ameriprise Experience May 2008 - August 2008
Job Senior Accountant at Ernst and Young
Industry Accounting
Experience
National Credit Union Administration May 2010 - August 2010
Ameriprise May 2008 - August 2008
Education
Arizona State University 2012 — 2013
Master's of Accounting, Accounting
University of Arizona, Eller College of Management 2008 — 2012
National Credit Union Administration May 2010 - August 2010
Ameriprise May 2008 - August 2008
Education
Arizona State University 2012 — 2013
Master's of Accounting, Accounting
University of Arizona, Eller College of Management 2008 — 2012
Jessica Gerry's Ameriprise Experience June 2002 - December 2003
Job Program Performance Management
Industry Higher Education
Experience
General Dynamics Mission Systems February 2015 - Present
Capella University September 2013 - February 2015
Capella University November 2008 - September 2013
Capella University December 2006 - November 2008
University of Maryland University College May 2005 - November 2006
University of Maryland University College March 2004 - May 2005
Ameriprise June 2002 - December 2003
American Express Financial Advisors December 2000 - June 2002
Skills
Higher Education, PeopleSoft, Leadership, Public Speaking, Time Management, Student Affairs, Admissions, Enrollment Management, Customer Service, Campus, Finance, Microsoft Excel, Data Analysis, Policy, Loans, PowerPoint, Credit, Budgets, Call Center, Strategic Financial..., Sales, Process Improvement, Project Management, Organization Skills, Training & Development
Education
Capella University 2009 — 2012
Bachelor's Degree, Business Administration, 3.8
University of Maryland University College 2004 — 2006
Associates of Arts, Management Studies, 3.2
University of Maryland University College 2004 — 2005
Certificate, Management Studies, 3.3
University of Wisconsin-Platteville
Master’s Degree, Project Management, Graduate
General Dynamics Mission Systems February 2015 - Present
Capella University September 2013 - February 2015
Capella University November 2008 - September 2013
Capella University December 2006 - November 2008
University of Maryland University College May 2005 - November 2006
University of Maryland University College March 2004 - May 2005
Ameriprise June 2002 - December 2003
American Express Financial Advisors December 2000 - June 2002
Skills
Higher Education, PeopleSoft, Leadership, Public Speaking, Time Management, Student Affairs, Admissions, Enrollment Management, Customer Service, Campus, Finance, Microsoft Excel, Data Analysis, Policy, Loans, PowerPoint, Credit, Budgets, Call Center, Strategic Financial..., Sales, Process Improvement, Project Management, Organization Skills, Training & Development
Education
Capella University 2009 — 2012
Bachelor's Degree, Business Administration, 3.8
University of Maryland University College 2004 — 2006
Associates of Arts, Management Studies, 3.2
University of Maryland University College 2004 — 2005
Certificate, Management Studies, 3.3
University of Wisconsin-Platteville
Master’s Degree, Project Management, Graduate
Andy Groeneveld's Ameriprise Experience October 2011 - Present
Job Financial Advisor at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financial Services,Inc.
Industry Financial Services
Experience
Ameriprise October 2011 - Present
Tim Ryan Construction, Inc. June 2004 - July 2011
Education
Kansas State University
Bachelor of Science (BS), Business
University of California, Irvine
Ameriprise October 2011 - Present
Tim Ryan Construction, Inc. June 2004 - July 2011
Education
Kansas State University
Bachelor of Science (BS), Business
University of California, Irvine
Brandon Copeland Brandon Copeland's Ameriprise Experience 2004 - 2005
Job Sr. Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2011 - Present
The Situs Companies December 2009 - August 2011
Goldman Sachs February 2007 - August 2009
Citibank Texas, N.A. 2005 - 2006
Ameriprise 2004 - 2005
Skills
Portfolio Management, Finance, Credit, Analysis, Strategic Financial..., Securities, Trading, Valuation, Financial Modeling, Due Diligence, Asset Management, Financial Analysis, Investments
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
Credit Suisse August 2011 - Present
The Situs Companies December 2009 - August 2011
Goldman Sachs February 2007 - August 2009
Citibank Texas, N.A. 2005 - 2006
Ameriprise 2004 - 2005
Skills
Portfolio Management, Finance, Credit, Analysis, Strategic Financial..., Securities, Trading, Valuation, Financial Modeling, Due Diligence, Asset Management, Financial Analysis, Investments
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
Byron Walston Byron Walston's Ameriprise Experience February 1996 - October 2011
Job CEO at Healthy Lysis SolutionsOur mission is to save and improve lives.
Industry Marketing and Advertising
Experience
Healthy Lysis Solutions, LLC August 2015 - Present
Wy'East Medical October 2012 - August 2015
Byron Walston October 2011 - October 2012
Ameriprise February 1996 - October 2011
Rehabilicare June 1993 - January 1996
Datascope July 1990 - June 1993
Skills
Sales, Sales Operations, Direct Sales, Management, Start-ups, Business Development, Marketing Strategy, Forecasting, Coaching, Selling, New Business Development, B2B, Training, Strategy, Budgets, Product Marketing, Sales Presentations, Strategic Financial..., Marketing Communications, CRM, Analysis, Sales Presentation..., Sales Management, Strategic Planning, Marketing, Team Building, Account Management, Leadership, Contract Negotiation, Sales Process, Cross-functional Team..., Customer Service, Healthcare, Process Improvement, Consulting, Cold Calling, Product Development, Negotiation, Microsoft Office, Medical Devices
Education
Texas A&M University 1976 — 1980
BBA, Marketing, 3.2
Sam Houston State University 1976 — 1976
Business/Commerce, General, 3.5
Huntsville High School-Huntsville, TX 1974 — 1976
Diploma, 3.5
Bryan High School-Bryan, TX 1972 — 1974
Lamar Middle School-Bryan, TX
Navasota Elementary School-Navasota, TX
Healthy Lysis Solutions, LLC August 2015 - Present
Wy'East Medical October 2012 - August 2015
Byron Walston October 2011 - October 2012
Ameriprise February 1996 - October 2011
Rehabilicare June 1993 - January 1996
Datascope July 1990 - June 1993
Skills
Sales, Sales Operations, Direct Sales, Management, Start-ups, Business Development, Marketing Strategy, Forecasting, Coaching, Selling, New Business Development, B2B, Training, Strategy, Budgets, Product Marketing, Sales Presentations, Strategic Financial..., Marketing Communications, CRM, Analysis, Sales Presentation..., Sales Management, Strategic Planning, Marketing, Team Building, Account Management, Leadership, Contract Negotiation, Sales Process, Cross-functional Team..., Customer Service, Healthcare, Process Improvement, Consulting, Cold Calling, Product Development, Negotiation, Microsoft Office, Medical Devices
Education
Texas A&M University 1976 — 1980
BBA, Marketing, 3.2
Sam Houston State University 1976 — 1976
Business/Commerce, General, 3.5
Huntsville High School-Huntsville, TX 1974 — 1976
Diploma, 3.5
Bryan High School-Bryan, TX 1972 — 1974
Lamar Middle School-Bryan, TX
Navasota Elementary School-Navasota, TX
Raymond Dishen Raymond Dishen's Ameriprise Experience December 2004 - July 2005
Job Litigation Assistant at Debevoise & Plimpton
Industry Legal Services
Experience
Debevoise & Plimpton September 2013 - Present
PetCareRx May 2012 - May 2013
Odonnell Company May 2011 - August 2011
Harvey and Company LLC January 2010 - May 2010
United States Marine Corps September 2005 - September 2009
Ameriprise December 2004 - July 2005
Skills
Marketing, Leadership, Team Leadership, Market Research, Litigation Support, Advertising, Copywriting, Budgets, litigation, Business Development, Social Media Marketing, Sales, campaigns, Corporate Communications, presentations, Social Media, Public Relations, Strategy, copy writing, Screenwriting, promotions, script writing, Event Planning, E-commerce, Brand Development, Human Resources, Management, Email Marketing, Microsoft Office, Project Management, Marketing Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Connecticut State University 2010 — 2012
Bachelors Degree, Advertising and Promotions, 3.9
Saddleback College 2009 — 2010
Associates, Business
Cuesta College 2003 — 2005
General Education
Debevoise & Plimpton September 2013 - Present
PetCareRx May 2012 - May 2013
Odonnell Company May 2011 - August 2011
Harvey and Company LLC January 2010 - May 2010
United States Marine Corps September 2005 - September 2009
Ameriprise December 2004 - July 2005
Skills
Marketing, Leadership, Team Leadership, Market Research, Litigation Support, Advertising, Copywriting, Budgets, litigation, Business Development, Social Media Marketing, Sales, campaigns, Corporate Communications, presentations, Social Media, Public Relations, Strategy, copy writing, Screenwriting, promotions, script writing, Event Planning, E-commerce, Brand Development, Human Resources, Management, Email Marketing, Microsoft Office, Project Management, Marketing Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Connecticut State University 2010 — 2012
Bachelors Degree, Advertising and Promotions, 3.9
Saddleback College 2009 — 2010
Associates, Business
Cuesta College 2003 — 2005
General Education
Randy Kupp Randy Kupp's Ameriprise Experience 2008 - Present
Job Financial Planning Analyst
Industry Financial Services
Experience
Ameriprise 2008 - Present
Wilkinson Real Estate Advisors, Inc. 2007 - 2008
Quest International 1991 - 1997
Skills
Team Building
Education
Central Washington University 1989 — 1991
BS, Math
Ameriprise 2008 - Present
Wilkinson Real Estate Advisors, Inc. 2007 - 2008
Quest International 1991 - 1997
Skills
Team Building
Education
Central Washington University 1989 — 1991
BS, Math
Robert A Wagoner, CRPC, CMFC Robert A Wagoner, CRPC, CMFC's Ameriprise Experience September 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise September 1993 - Present
Education
California State Polytechnic University-Pomona 1977 — 1980
BS, Computer Science
Fullerton College 1975 — 1977
AA, Business
Corona Sr. High
Ameriprise September 1993 - Present
Education
California State Polytechnic University-Pomona 1977 — 1980
BS, Computer Science
Fullerton College 1975 — 1977
AA, Business
Corona Sr. High
Courtney Moore Reich Courtney Moore Reich's Ameriprise Experience 2007 - 2008
Job Senior Manager, Annuity Marketing Strategy at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2010 - Present
Ameripirse 2008 - 2010
Ameriprise 2007 - 2008
Ameriprise Financial 2006 - 2007
SIRVA Relocation 2004 - 2006
The Voinovich Center August 2003 - April 2004
Smith Barney May 1999 - January 2003
Skills
Financial Analysis
Education
Ohio University 2003 — 2004
MBA, Finance
Ohio University 1999 — 2003
BA, Finance, Managment, International Business, Prelaw
Hawken School 1995 — 1999
The Andrews School 1993 — 1995
Ameriprise Financial 2010 - Present
Ameripirse 2008 - 2010
Ameriprise 2007 - 2008
Ameriprise Financial 2006 - 2007
SIRVA Relocation 2004 - 2006
The Voinovich Center August 2003 - April 2004
Smith Barney May 1999 - January 2003
Skills
Financial Analysis
Education
Ohio University 2003 — 2004
MBA, Finance
Ohio University 1999 — 2003
BA, Finance, Managment, International Business, Prelaw
Hawken School 1995 — 1999
The Andrews School 1993 — 1995
Amy Koroll Amy Koroll's Ameriprise Experience January 2007 - July 2008
Job HR Manager, Global Human Resources at Johnson Controls, Power Solutions
Industry Automotive
Experience
Johnson Controls July 2011 - Present
Boston Scientific July 2008 - August 2011
Ameriprise January 2007 - July 2008
TCF Bank November 2000 - December 2006
Skills
Talent Management, Talent Acquisition, Recruiting, Employee Relations, Applicant Tracking..., Succession Planning, Human Resources, Vendor Management, HRIS, Workforce Planning, College Recruiting, Executive Search, Employer Branding, Leadership, Program Management, Management, Onboarding, Temporary Placement, Personnel Management, Performance Management, CRM, Employee Engagement, Leadership Development, Strategy, Organizational Design, Process Improvement, Employee Benefits, Employment Law, Organizational..., Outsourcing, Training
Education
St. Cloud State University
Bachelor of Science (B.S.), Business
Johnson Controls July 2011 - Present
Boston Scientific July 2008 - August 2011
Ameriprise January 2007 - July 2008
TCF Bank November 2000 - December 2006
Skills
Talent Management, Talent Acquisition, Recruiting, Employee Relations, Applicant Tracking..., Succession Planning, Human Resources, Vendor Management, HRIS, Workforce Planning, College Recruiting, Executive Search, Employer Branding, Leadership, Program Management, Management, Onboarding, Temporary Placement, Personnel Management, Performance Management, CRM, Employee Engagement, Leadership Development, Strategy, Organizational Design, Process Improvement, Employee Benefits, Employment Law, Organizational..., Outsourcing, Training
Education
St. Cloud State University
Bachelor of Science (B.S.), Business
Mark Nervig's Ameriprise Experience March 2011 - August 2011
Job
Industry Information Technology and Services
Experience
GfK March 2013 - July 2015
Wells Fargo Home Mortgage August 2011 - February 2013
Ameriprise March 2011 - August 2011
Wells Fargo Home Mortgage September 2009 - January 2011
Piper Jaffray Companies April 2008 - January 2009
GMAC ResCap April 2007 - April 2008
Wells Fargo Home Mortgage October 2005 - March 2007
US Bank October 2003 - October 2005
California Public Utility Commission July 2001 - August 2003
Skills
Business Analysis, Project Management, Analytical Skills, Process Improvement, Finance, Marketing, Management, Financial Analysis, Pricing, Product Development, Requirements Gathering, Asset Management, Consulting, Financial Services, Financial Modeling
Education
St. Olaf College 1996 — 2000
GfK March 2013 - July 2015
Wells Fargo Home Mortgage August 2011 - February 2013
Ameriprise March 2011 - August 2011
Wells Fargo Home Mortgage September 2009 - January 2011
Piper Jaffray Companies April 2008 - January 2009
GMAC ResCap April 2007 - April 2008
Wells Fargo Home Mortgage October 2005 - March 2007
US Bank October 2003 - October 2005
California Public Utility Commission July 2001 - August 2003
Skills
Business Analysis, Project Management, Analytical Skills, Process Improvement, Finance, Marketing, Management, Financial Analysis, Pricing, Product Development, Requirements Gathering, Asset Management, Consulting, Financial Services, Financial Modeling
Education
St. Olaf College 1996 — 2000
Crysta Wille's Ameriprise Experience November 2006 - October 2007
Job Sr. IT Project Management at Consultant at Prime Therapeutics through York Solutions
Industry Financial Services
Experience
York Solutions, LLC May 2015 - Present
Blue Cross and Blue Shield of Minnesota December 2012 - Present
TEKsystems June 2012 - December 2012
Best Buy 2011 - April 2012
University of Minnesota Department of Health and Safety April 2011 - September 2011
Ceridian May 2008 - April 2011
TCF Bank November 2007 - May 2008
Ameriprise November 2006 - October 2007
U.S. Bancorp July 2000 - October 2006
Wells Fargo Financial November 1999 - June 2000
Skills
Human Resource..., Total Rewards, Payroll Administration, HRIS, ERP, SDLC, Oracle, Ceridian, Employee Benefits, Time Off Programs, Software Project..., IT Project Management, MS Office Suite, MS Project, Visio, Process Improvement, Process Management, Vendor Selection, Change Management, Change Management..., Retail HR, Software Conversions, Systems Conversions, Business Intelligence, Data Warehouse..., Crystal Reports, MS Project Enterprise, TALX, SuccessFactors, Tandem Security, Base24, ACH, POS, ATM networks, Card Services, Time Management, Project Management, Program Management, Payroll, SharePoint, Requirements Analysis, Microsoft Office, Strategy, Training, PeopleSoft, Credit Cards, Requirements Gathering, Vendor Management, Risk Management, Resource Management
Education
Lutheran School of Theology in Chicago 1991 — 1993
MA
Wabasso Public School 1976 — 1991
HS Diploma
Gustavus Adolphus College 1983 — 1987
BA
York Solutions, LLC May 2015 - Present
Blue Cross and Blue Shield of Minnesota December 2012 - Present
TEKsystems June 2012 - December 2012
Best Buy 2011 - April 2012
University of Minnesota Department of Health and Safety April 2011 - September 2011
Ceridian May 2008 - April 2011
TCF Bank November 2007 - May 2008
Ameriprise November 2006 - October 2007
U.S. Bancorp July 2000 - October 2006
Wells Fargo Financial November 1999 - June 2000
Skills
Human Resource..., Total Rewards, Payroll Administration, HRIS, ERP, SDLC, Oracle, Ceridian, Employee Benefits, Time Off Programs, Software Project..., IT Project Management, MS Office Suite, MS Project, Visio, Process Improvement, Process Management, Vendor Selection, Change Management, Change Management..., Retail HR, Software Conversions, Systems Conversions, Business Intelligence, Data Warehouse..., Crystal Reports, MS Project Enterprise, TALX, SuccessFactors, Tandem Security, Base24, ACH, POS, ATM networks, Card Services, Time Management, Project Management, Program Management, Payroll, SharePoint, Requirements Analysis, Microsoft Office, Strategy, Training, PeopleSoft, Credit Cards, Requirements Gathering, Vendor Management, Risk Management, Resource Management
Education
Lutheran School of Theology in Chicago 1991 — 1993
MA
Wabasso Public School 1976 — 1991
HS Diploma
Gustavus Adolphus College 1983 — 1987
BA
Kunal Madhok's Ameriprise Experience January 2008 - February 2008
Job Application Development Director at UnitedHealth Group
Industry Information Services
Experience
UnitedHealth Group May 2011 - Present
Optum Health Behavioral Solutions August 2008 - April 2011
Optum Health Behavioral Solutions May 2008 - August 2008
Ameriprise January 2008 - February 2008
Ameriprise Financial Services, Inc. April 2006 - November 2007
American Express (Phoenix) June 2005 - April 2006
American Express (Phoenix) January 2005 - June 2005
Infosys January 2001 - October 2004
Boeing October 2000 - April 2001
ConAgra Foods August 1999 - September 2000
Skills
Business Analysis, Process Improvement, SDLC, IT Strategy, Cross-functional Team..., Business Intelligence, Business Process, PMO, Project Management, Strategy, Testing, Risk Management, Management, Leadership, Software Development
Education
Sri Venkateswara University 1994 — 1998
Bachelor of Engineering (B.E.)
Sri Ventakeswara College of Engineering 1994 — 1998
Chinmaya Vidyalaya 1991 — 1994
Visakha Valley School 1982 — 1992
High School
UnitedHealth Group May 2011 - Present
Optum Health Behavioral Solutions August 2008 - April 2011
Optum Health Behavioral Solutions May 2008 - August 2008
Ameriprise January 2008 - February 2008
Ameriprise Financial Services, Inc. April 2006 - November 2007
American Express (Phoenix) June 2005 - April 2006
American Express (Phoenix) January 2005 - June 2005
Infosys January 2001 - October 2004
Boeing October 2000 - April 2001
ConAgra Foods August 1999 - September 2000
Skills
Business Analysis, Process Improvement, SDLC, IT Strategy, Cross-functional Team..., Business Intelligence, Business Process, PMO, Project Management, Strategy, Testing, Risk Management, Management, Leadership, Software Development
Education
Sri Venkateswara University 1994 — 1998
Bachelor of Engineering (B.E.)
Sri Ventakeswara College of Engineering 1994 — 1998
Chinmaya Vidyalaya 1991 — 1994
Visakha Valley School 1982 — 1992
High School
Ashley McIntyre's Ameriprise Experience January 2006 - January 2007
Job Industrial Organizational Psychologist
Industry Human Resources
Experience
Amazon September 2013 - August 2014
Clemson University January 2013 - May 2013
Amazon June 2012 - March 2013
Clemson University August 2011 - December 2012
Angelo State University January 2010 - May 2010
Angelo State University August 2009 - May 2010
Angelo State University August 2008 - May 2010
Angelo State University August 2009 - December 2009
Guaranty Bank March 2007 - July 2008
Ameriprise January 2006 - January 2007
Skills
Microsoft Excel, Microsoft Word, SPSS, R, PowerPoint, Job Analysis, Statistics, Research, Talent Management, Teaching, Training, Survey Design, Analysis, Data Analysis
Education
Angelo State University 2008 — 2010
Master of Science (M.S.)
University of Florida 2001 — 2005
BS
Clemson University
Doctor of Philosophy (PhD)
Amazon September 2013 - August 2014
Clemson University January 2013 - May 2013
Amazon June 2012 - March 2013
Clemson University August 2011 - December 2012
Angelo State University January 2010 - May 2010
Angelo State University August 2009 - May 2010
Angelo State University August 2008 - May 2010
Angelo State University August 2009 - December 2009
Guaranty Bank March 2007 - July 2008
Ameriprise January 2006 - January 2007
Skills
Microsoft Excel, Microsoft Word, SPSS, R, PowerPoint, Job Analysis, Statistics, Research, Talent Management, Teaching, Training, Survey Design, Analysis, Data Analysis
Education
Angelo State University 2008 — 2010
Master of Science (M.S.)
University of Florida 2001 — 2005
BS
Clemson University
Doctor of Philosophy (PhD)
Irena Radziszewski, CRPC®'s Ameriprise Experience December 2011 - December 2012
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Carol Balagur, Platinum Advisor with Ameriprise Financial January 2013 - July 2014
Ameriprise December 2011 - December 2012
Ameriprise Financial Inc. March 2011 - February 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial January 2005 - February 2010
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Leadership
Education
Baker College Business and Corporate Services 2007 — 2008
Bachelor
Davenport University-Eastern Region 2002 — 2003
Associate
Wells Fargo Advisors, LLC November 2014 - Present
Carol Balagur, Platinum Advisor with Ameriprise Financial January 2013 - July 2014
Ameriprise December 2011 - December 2012
Ameriprise Financial Inc. March 2011 - February 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial January 2005 - February 2010
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Leadership
Education
Baker College Business and Corporate Services 2007 — 2008
Bachelor
Davenport University-Eastern Region 2002 — 2003
Associate
Kristie Thompson's Ameriprise Experience 2007 - 2007
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
Ameriprise 2007 - 2007
Education
Iowa State University - College of Business 1985 — 1989
Ameriprise 2007 - 2007
Education
Iowa State University - College of Business 1985 — 1989
Wendy O'Connor's Ameriprise Experience November 2006 - March 2009
Job Group Marketing Manager at Moss Adams LLP
Industry Marketing and Advertising
Experience
Moss Adams LLP July 2010 - Present
Ameriprise November 2006 - March 2009
Land Rover North America 2003 - 2006
Ford Motor Company - Lincoln Mercury 2001 - 2003
Nissan Motor Acceptance Corp. May 1995 - November 2000
Skills
Marketing Communications, Marketing, Market Research, Marketing Strategy, Consumer Marketing, Sales, Advertising, CRM, Strategic Planning, Cross-functional Team..., Business Strategy, Business Development, Product Marketing, Strategy, Leadership, Event Planning, Segmentation, Product Development, Market Analysis, Program Management, New Business Development, Product Management, Management, Market Planning, Coaching, Event Management, Business Planning, Public Relations, Marketing Research, Project Management, Marketing Management
Education
Texas A&M University
B.B.A., Marketing
Moss Adams LLP July 2010 - Present
Ameriprise November 2006 - March 2009
Land Rover North America 2003 - 2006
Ford Motor Company - Lincoln Mercury 2001 - 2003
Nissan Motor Acceptance Corp. May 1995 - November 2000
Skills
Marketing Communications, Marketing, Market Research, Marketing Strategy, Consumer Marketing, Sales, Advertising, CRM, Strategic Planning, Cross-functional Team..., Business Strategy, Business Development, Product Marketing, Strategy, Leadership, Event Planning, Segmentation, Product Development, Market Analysis, Program Management, New Business Development, Product Management, Management, Market Planning, Coaching, Event Management, Business Planning, Public Relations, Marketing Research, Project Management, Marketing Management
Education
Texas A&M University
B.B.A., Marketing
Eileen McEnroe's Ameriprise Experience October 2007 - November 2007
Job Informationist at Knowledgent
Industry Information Technology and Services
Experience
Knowledgent June 2015 - Present
Knowledgent October 2010 - May 2015
Merrill Lynch March 2009 - September 2010
EMC Consulting August 2007 - September 2010
EMC Consulting (formerly BusinessEdge Solutions) 1999 - September 2010
HSBC May 2008 - February 2009
Fortress Investment Group March 2008 - April 2008
Merrill Lynch November 2007 - February 2008
Ameriprise October 2007 - November 2007
Dun & Bradstreet 2006 - 2007
Skills
Business Analysis, SDLC, IT Strategy, Vendor Management, Program Management, Consulting, Requirements Analysis, Business Process..., Enterprise Architecture, Integration, Client Onboarding
Education
Fairleigh Dickinson University 1982 — 1986
MBA, FInance
University of Delaware 1970 — 1974
BA, Math, Psychology
East Orange Catholic High School
Knowledgent June 2015 - Present
Knowledgent October 2010 - May 2015
Merrill Lynch March 2009 - September 2010
EMC Consulting August 2007 - September 2010
EMC Consulting (formerly BusinessEdge Solutions) 1999 - September 2010
HSBC May 2008 - February 2009
Fortress Investment Group March 2008 - April 2008
Merrill Lynch November 2007 - February 2008
Ameriprise October 2007 - November 2007
Dun & Bradstreet 2006 - 2007
Skills
Business Analysis, SDLC, IT Strategy, Vendor Management, Program Management, Consulting, Requirements Analysis, Business Process..., Enterprise Architecture, Integration, Client Onboarding
Education
Fairleigh Dickinson University 1982 — 1986
MBA, FInance
University of Delaware 1970 — 1974
BA, Math, Psychology
East Orange Catholic High School
Russ Willeke's Ameriprise Experience 2004 - 2007
Job Project Director at Travelers
Industry Insurance
Experience
Travelers 2008 - Present
Ameriprise 2004 - 2007
PumpWorks, Inc. 2002 - 2003
Carlson Companies 1991 - 2001
Skills
Process Improvement, Outsourcing, Change Management, Six Sigma, Operations Management, Management, Leadership, Start-ups, Project Management, CRM, BPO, Strategic Planning, Call Centers, Account Management, Training, Business Process..., Offshoring, Vendor Management, Program Management, Cross-functional Team..., Strategy, P&L Management, Performance Management, Business Analysis, Mergers & Acquisitions, PMP, Business Transformation
Education
Northwestern University - Kellogg School of Management
MBA, Finance / Accounting
Iowa State University
BS, Engineering Operations
Travelers 2008 - Present
Ameriprise 2004 - 2007
PumpWorks, Inc. 2002 - 2003
Carlson Companies 1991 - 2001
Skills
Process Improvement, Outsourcing, Change Management, Six Sigma, Operations Management, Management, Leadership, Start-ups, Project Management, CRM, BPO, Strategic Planning, Call Centers, Account Management, Training, Business Process..., Offshoring, Vendor Management, Program Management, Cross-functional Team..., Strategy, P&L Management, Performance Management, Business Analysis, Mergers & Acquisitions, PMP, Business Transformation
Education
Northwestern University - Kellogg School of Management
MBA, Finance / Accounting
Iowa State University
BS, Engineering Operations
Jerry Knoth's Ameriprise Experience February 2010 - January 2012
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
Ameriprise February 2010 - January 2012
Ceridian March 2008 - September 2009
Ameriprise Financial May 2007 - September 2007
Ameriprise Finanancial August 2006 - April 2007
SDRC / Metaphase May 1999 - May 2006
CCI/TRIAD Automotive Recycling Division January 1997 - January 1999
Solvay Animal Health, Inc January 1994 - January 1997
TANO Automation, Inc January 1986 - November 1994
Skills
Software Documentation, IT Operations
Education
Metropolitan State University
Master of Business Administration (MBA), Information Technology
Metropolitan State University
Master of Business Administration, Information Technology specialization
Purdue University
Purdue University
Bachelor of Science, Computer Science
Ameriprise February 2010 - January 2012
Ceridian March 2008 - September 2009
Ameriprise Financial May 2007 - September 2007
Ameriprise Finanancial August 2006 - April 2007
SDRC / Metaphase May 1999 - May 2006
CCI/TRIAD Automotive Recycling Division January 1997 - January 1999
Solvay Animal Health, Inc January 1994 - January 1997
TANO Automation, Inc January 1986 - November 1994
Skills
Software Documentation, IT Operations
Education
Metropolitan State University
Master of Business Administration (MBA), Information Technology
Metropolitan State University
Master of Business Administration, Information Technology specialization
Purdue University
Purdue University
Bachelor of Science, Computer Science
Richard Dvorak, CFP®'s Ameriprise Experience May 2000 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Houston Baptist University - College of Business and Economics 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ameriprise May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Houston Baptist University - College of Business and Economics 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marie Strawser's Ameriprise Experience 2006 - Present
Job Conference Chair at Secure360
Industry Financial Services
Experience
Ameriprise 2006 - Present
Upper Midwest Security Alliance 2006 - Present
Secure360 September 2012 - September 2015
Upper Midwest Security Alliance September 2011 - August 2012
BCPA 2005 - 2007
Target 2004 - 2006
U.S. Bank 2003 - 2004
Ernst & Young 1998 - 2003
Skills
Customer Relations, Business Continuity, Security, Vendor Management, Risk Assessment, Project Coordination, Information Security, Business Process, Customer Service, Disaster Recovery, Business Continuity..., Project Planning, Crisis Management, Project Management, IT Audit, Program Management, PMP, Risk Management, Information Technology, Analysis, Information Security..., CRM, ITIL, Governance, Incident Management, Process Improvement, Enterprise Risk..., IT Strategy, CISSP, Vulnerability Assessment
Education
University of Phoenix 2004 — 2006
MBA, 2006
University of St. Thomas 1998 — 2004
Masters of Science, Software Engineering
Saint Mary's University of Minnesota 1993 — 1997
Bachlors of Science, Math
Ameriprise 2006 - Present
Upper Midwest Security Alliance 2006 - Present
Secure360 September 2012 - September 2015
Upper Midwest Security Alliance September 2011 - August 2012
BCPA 2005 - 2007
Target 2004 - 2006
U.S. Bank 2003 - 2004
Ernst & Young 1998 - 2003
Skills
Customer Relations, Business Continuity, Security, Vendor Management, Risk Assessment, Project Coordination, Information Security, Business Process, Customer Service, Disaster Recovery, Business Continuity..., Project Planning, Crisis Management, Project Management, IT Audit, Program Management, PMP, Risk Management, Information Technology, Analysis, Information Security..., CRM, ITIL, Governance, Incident Management, Process Improvement, Enterprise Risk..., IT Strategy, CISSP, Vulnerability Assessment
Education
University of Phoenix 2004 — 2006
MBA, 2006
University of St. Thomas 1998 — 2004
Masters of Science, Software Engineering
Saint Mary's University of Minnesota 1993 — 1997
Bachlors of Science, Math
Jonna Todd's Ameriprise Experience September 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise September 2006 - Present
Southern Company December 2001 - December 2005
BE&K August 2000 - December 2001
AMERICAN Cast Iron Pipe Company May 1996 - May 1998
Education
University of Alabama at Birmingham 2001 — 2005
MBA, Finance
University of Alabama 1995 — 2000
B.S., Chemical Engineering
Ameriprise September 2006 - Present
Southern Company December 2001 - December 2005
BE&K August 2000 - December 2001
AMERICAN Cast Iron Pipe Company May 1996 - May 1998
Education
University of Alabama at Birmingham 2001 — 2005
MBA, Finance
University of Alabama 1995 — 2000
B.S., Chemical Engineering
Richard Casement's Ameriprise Experience 2007 - Present
Job Lead Database Administrator at OptumInsight
Industry Financial Services
Experience
OptumInsight September 2011 - Present
Ameriprise 2007 - Present
Ameriprise Financial January 2007 - September 2011
Best Buy 1998 - 2007
Skills
Oracle, Requirements Gathering, Requirements Analysis, Enterprise Architecture, SDLC, Data Warehousing, Database Administration, Data Modeling, Databases, Business Intelligence, Business Analysis, PL/SQL, Agile Methodologies, Process Improvement, SQL, Teradata, ETL, SharePoint, Database Design, SQL Tuning, Microsoft SQL Server, Retail, Data Integration, IT Strategy, Visio, Oracle RAC, DB2, Performance Tuning, SOA, Unix
Education
Michigan State University 1972 — 1976
OptumInsight September 2011 - Present
Ameriprise 2007 - Present
Ameriprise Financial January 2007 - September 2011
Best Buy 1998 - 2007
Skills
Oracle, Requirements Gathering, Requirements Analysis, Enterprise Architecture, SDLC, Data Warehousing, Database Administration, Data Modeling, Databases, Business Intelligence, Business Analysis, PL/SQL, Agile Methodologies, Process Improvement, SQL, Teradata, ETL, SharePoint, Database Design, SQL Tuning, Microsoft SQL Server, Retail, Data Integration, IT Strategy, Visio, Oracle RAC, DB2, Performance Tuning, SOA, Unix
Education
Michigan State University 1972 — 1976
Denis Burk's Ameriprise Experience 2005 - 2006
Job IT Consultant; Program Manager / Project Manager
Industry Information Technology and Services
Experience
Prime Therapeutics 2008 - Present
Allianz Life 2009 - 2010
Prime Therapeutics 2008 - 2009
Ameriprise Financial August 2006 - July 2007
Ameriprise 2005 - 2006
GMAC ResCap July 2003 - January 2004
GMAC ResCap 2003 - 2003
BCBS 2003 - 2003
Michael Foods 2002 - 2003
Michael Foods 2002 - 2003
Skills
Resource Management, Risk Management, Analysis, Business Intelligence, Project Portfolio..., Leadership, IT Strategy, PMO, CRM, ITIL, Business Analysis, Business Process..., Disaster Recovery, Requirements Gathering, Cross-functional Team..., Vendor Management, User Acceptance Testing, SDLC, Software Documentation, Information Technology, IT Service Management, Business Process, Project Delivery, Program Management, Budgets, Testing, Agile Methodologies, IT Management, Software Project..., Business Continuity, Requirements Analysis, Change Management, Business Requirements
Education
University of St. Thomas 2005 — 2005
Mini-Masters of Software Design
DeVry University-Illinois 1982 — 1984
Electrical and Electronics Engineering
Southern Illinois University, Carbondale 1975 — 1977
Landmark Education
Prime Therapeutics 2008 - Present
Allianz Life 2009 - 2010
Prime Therapeutics 2008 - 2009
Ameriprise Financial August 2006 - July 2007
Ameriprise 2005 - 2006
GMAC ResCap July 2003 - January 2004
GMAC ResCap 2003 - 2003
BCBS 2003 - 2003
Michael Foods 2002 - 2003
Michael Foods 2002 - 2003
Skills
Resource Management, Risk Management, Analysis, Business Intelligence, Project Portfolio..., Leadership, IT Strategy, PMO, CRM, ITIL, Business Analysis, Business Process..., Disaster Recovery, Requirements Gathering, Cross-functional Team..., Vendor Management, User Acceptance Testing, SDLC, Software Documentation, Information Technology, IT Service Management, Business Process, Project Delivery, Program Management, Budgets, Testing, Agile Methodologies, IT Management, Software Project..., Business Continuity, Requirements Analysis, Change Management, Business Requirements
Education
University of St. Thomas 2005 — 2005
Mini-Masters of Software Design
DeVry University-Illinois 1982 — 1984
Electrical and Electronics Engineering
Southern Illinois University, Carbondale 1975 — 1977
Landmark Education
Bjorn Amundson, CFP®'s Ameriprise Experience June 2006 - December 2007
Job Financial Advisor at Kaleo Advisor Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Kaleo Advisor Group August 2011 - Present
RBC Wealth Management February 2010 - August 2011
Accredited Investors Inc. December 2007 - February 2010
Ameriprise June 2006 - December 2007
Education
Hillsdale College 2000 — 2004
Bachelor of Arts (B.A.), Religion and Philosophy
Kaleo Advisor Group August 2011 - Present
RBC Wealth Management February 2010 - August 2011
Accredited Investors Inc. December 2007 - February 2010
Ameriprise June 2006 - December 2007
Education
Hillsdale College 2000 — 2004
Bachelor of Arts (B.A.), Religion and Philosophy
Raj Venkitasubramony's Ameriprise Experience July 2006 - Present
Job Sr. Product Manager at Ameriprise
Industry Financial Services
Experience
Ameriprise July 2006 - Present
Education
Bharathidasan University
Ameriprise July 2006 - Present
Education
Bharathidasan University
Ann Marie Esposito's Ameriprise Experience 2005 - 2007
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Ameriprise 2005 - 2007
Education
Concordia University-St. Paul 2002 — 2004
Ameriprise 2005 - 2007
Education
Concordia University-St. Paul 2002 — 2004
Jeninne McGee's Ameriprise Experience December 2010 - 2012
Job Senior Vice President Enterprise Implementation and Operational Risk Assessment at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise December 2010 - 2012
Ameriprise Financial 2005 - 2010
Skills
Series 7, Financial Services
Education
Carleton College 1981 — 1985
Bachelor's degree, Economics
Carlson School of Management
Master of Business Administration (MBA), Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise December 2010 - 2012
Ameriprise Financial 2005 - 2010
Skills
Series 7, Financial Services
Education
Carleton College 1981 — 1985
Bachelor's degree, Economics
Carlson School of Management
Master of Business Administration (MBA), Business Administration and Management, General
Christie Knobeck's Ameriprise Experience October 2011 - March 2012
Job Analyst at U.S. Navy
Industry Financial Services
Experience
US Navy - Active August 2014 - Present
Fleet Farm April 2014 - August 2014
Wells Fargo July 2012 - January 2014
Ameriprise October 2011 - March 2012
Wells Fargo January 2010 - July 2011
U. S. Navy October 2008 - March 2010
Express Scripts with PRC Consulting June 2009 - December 2009
RiverSource Investments Subsidiary of Ameriprise Financial August 2007 - April 2008
The Hartford July 2006 - July 2007
United Healthcare November 2005 - June 2006
Skills
Thought Leadership, Cross-functional Team..., Strategic Planning, Change Management, Strategy, Business Analysis, Call Center, Leadership, Risk Management, Vendor Management, SDLC, Operations Management, Management, PMO, Team Leadership, Organizational..., PMP, Process Improvement, Product Development, Project Management, Project Planning, Project Portfolio..., Analysis, Budgets, Business Intelligence, Business Process..., Call Centers, Contract Negotiation, Disaster Recovery, Enterprise Software, Human Resources, Integration, Business Process, Team Building, IT Management, Training, SharePoint, Information Technology, Financial Services, Consulting, Team Management, Leadership Development, Government, Coaching, Management Consulting, IT Strategy, Security
Education
Concordia University-St. Paul 2006 — 2009
Bachelor's, Information Technology Management
Minnesota School of Business 2001 — 2003
Associate, Business Administration
US Navy - Active August 2014 - Present
Fleet Farm April 2014 - August 2014
Wells Fargo July 2012 - January 2014
Ameriprise October 2011 - March 2012
Wells Fargo January 2010 - July 2011
U. S. Navy October 2008 - March 2010
Express Scripts with PRC Consulting June 2009 - December 2009
RiverSource Investments Subsidiary of Ameriprise Financial August 2007 - April 2008
The Hartford July 2006 - July 2007
United Healthcare November 2005 - June 2006
Skills
Thought Leadership, Cross-functional Team..., Strategic Planning, Change Management, Strategy, Business Analysis, Call Center, Leadership, Risk Management, Vendor Management, SDLC, Operations Management, Management, PMO, Team Leadership, Organizational..., PMP, Process Improvement, Product Development, Project Management, Project Planning, Project Portfolio..., Analysis, Budgets, Business Intelligence, Business Process..., Call Centers, Contract Negotiation, Disaster Recovery, Enterprise Software, Human Resources, Integration, Business Process, Team Building, IT Management, Training, SharePoint, Information Technology, Financial Services, Consulting, Team Management, Leadership Development, Government, Coaching, Management Consulting, IT Strategy, Security
Education
Concordia University-St. Paul 2006 — 2009
Bachelor's, Information Technology Management
Minnesota School of Business 2001 — 2003
Associate, Business Administration
Derek Sutherland's Ameriprise Experience August 2006 - April 2010
Job Sr. Internal Retirement Consultant, Allianz Life
Industry Financial Services
Experience
Allianz Life October 2011 - Present
RiverSource Annuities January 2011 - October 2011
RiverSource January 2010 - December 2010
Ameriprise August 2006 - April 2010
Education
Minnesota State University, Mankato 1996 — 2001
Allianz Life October 2011 - Present
RiverSource Annuities January 2011 - October 2011
RiverSource January 2010 - December 2010
Ameriprise August 2006 - April 2010
Education
Minnesota State University, Mankato 1996 — 2001
Ann Kelly Jones's Ameriprise Experience 1997 - 2002
Job Principal at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Heidrick & Struggles April 2014 - Present
Heidrick & Struggles 2010 - April 2014
Epilepsy Foundation of Minnesota June 2011 - June 2013
Heidrick & Struggles March 2007 - September 2010
The Hartford May 2002 - February 2007
Ameriprise 1997 - 2002
American Express Financial Advisors 1988 - 2002
Target Stores 1986 - 1987
Skills
Mergers, Financial Services, Business Strategy, Acquisition Integration, Process Improvement, Financial Analysis, Strategy, Strategic Financial..., Leadership, Cross-functional Team..., Financial Modeling, Business Development, Finance, New Business Development, Sales, Management, Executive Management, Mergers & Acquisitions, Management Consulting, Competitive Analysis, Training, Start-ups, Business Process..., Change Management, Consulting, Program Management, Business Planning, Risk Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Strategic Management
St. Olaf College 1984 — 1986
Bachelor of Arts (BA), Economics
Theodore Roosevelt High School
Heidrick & Struggles April 2014 - Present
Heidrick & Struggles 2010 - April 2014
Epilepsy Foundation of Minnesota June 2011 - June 2013
Heidrick & Struggles March 2007 - September 2010
The Hartford May 2002 - February 2007
Ameriprise 1997 - 2002
American Express Financial Advisors 1988 - 2002
Target Stores 1986 - 1987
Skills
Mergers, Financial Services, Business Strategy, Acquisition Integration, Process Improvement, Financial Analysis, Strategy, Strategic Financial..., Leadership, Cross-functional Team..., Financial Modeling, Business Development, Finance, New Business Development, Sales, Management, Executive Management, Mergers & Acquisitions, Management Consulting, Competitive Analysis, Training, Start-ups, Business Process..., Change Management, Consulting, Program Management, Business Planning, Risk Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Strategic Management
St. Olaf College 1984 — 1986
Bachelor of Arts (BA), Economics
Theodore Roosevelt High School
Desiree Mendel's Ameriprise Experience 2013 - 2014
Job Marketing Coordinator, Medical at Lumenis
Industry Marketing and Advertising
Experience
Lumenis November 2013 - Present
Ameriprise 2013 - 2014
ArthroCare Corporation October 2007 - September 2011
ArthroCare Corporation November 2006 - April 2008
Wells Fargo Bank November 2000 - June 2002
PhysioFit Physical Therapy September 2001 - January 2002
Skills
SAP, CRM, Medical Devices, Trade Shows, Marketing Communications, Account Management, Event Management, Event Planning, Corporate Events, Events Coordination, Vendor Management Skills, Print Management, Product Development, Brand Development, Project Management, Leadership, Management, Product Launch, Online Marketing, Cross-functional Team..., Online Advertising, Lead Generation, Sales Management, Market Planning, Integrated Marketing, Collateral, Team Building, Contract Negotiation, Email Marketing, Advertising, Marketing Management
Education
San Jose State University 2005 — 2007
BA, Psychology and Behavioral Sciences
Lumenis November 2013 - Present
Ameriprise 2013 - 2014
ArthroCare Corporation October 2007 - September 2011
ArthroCare Corporation November 2006 - April 2008
Wells Fargo Bank November 2000 - June 2002
PhysioFit Physical Therapy September 2001 - January 2002
Skills
SAP, CRM, Medical Devices, Trade Shows, Marketing Communications, Account Management, Event Management, Event Planning, Corporate Events, Events Coordination, Vendor Management Skills, Print Management, Product Development, Brand Development, Project Management, Leadership, Management, Product Launch, Online Marketing, Cross-functional Team..., Online Advertising, Lead Generation, Sales Management, Market Planning, Integrated Marketing, Collateral, Team Building, Contract Negotiation, Email Marketing, Advertising, Marketing Management
Education
San Jose State University 2005 — 2007
BA, Psychology and Behavioral Sciences
Kelli De Stefano's Ameriprise Experience May 2007 - May 2007
Job Market Research Assistant at Probe Market Research
Industry Marketing and Advertising
Experience
Probe Market Research April 2014 - Present
Melando Planning Group October 2013 - March 2014
National Life Group December 2010 - October 2013
Northwestern Mutual Financial Network January 2008 - June 2010
Various Temp Positions February 2007 - August 2007
Carnegie Press July 2007 - July 2007
Ameriprise May 2007 - May 2007
Holsted Marketing February 2007 - March 2007
Context Web Inc February 2007 - February 2007
Crown Publishing Group January 2006 - May 2006
Skills
Email Marketing, Event Management, Marketing
Education
Montclair State University 2002 — 2006
Bachelor of Science, Marketing
Probe Market Research April 2014 - Present
Melando Planning Group October 2013 - March 2014
National Life Group December 2010 - October 2013
Northwestern Mutual Financial Network January 2008 - June 2010
Various Temp Positions February 2007 - August 2007
Carnegie Press July 2007 - July 2007
Ameriprise May 2007 - May 2007
Holsted Marketing February 2007 - March 2007
Context Web Inc February 2007 - February 2007
Crown Publishing Group January 2006 - May 2006
Skills
Email Marketing, Event Management, Marketing
Education
Montclair State University 2002 — 2006
Bachelor of Science, Marketing
Malik Benyebka's Ameriprise Experience July 1999 - October 2007
Job Owner/manager pacific coast tennis
Industry Sports
Experience
JCC 2010 - Present
Deutsch Bank August 2008 - March 2012
HedgeWorks March 2008 - August 2008
Ameriprise July 1999 - October 2007
Skills
Financial Analysis, Hedge Funds, Financial Modeling, Microsoft Excel, Business Strategy, Marketing Strategy, Product Marketing, New Business Development, Financial Reporting, Accounting
Education
University of Phoenix 2004 — 2007
MBA, Marketing
Metropolitan State University
Bachelors of Science, International Business
JCC 2010 - Present
Deutsch Bank August 2008 - March 2012
HedgeWorks March 2008 - August 2008
Ameriprise July 1999 - October 2007
Skills
Financial Analysis, Hedge Funds, Financial Modeling, Microsoft Excel, Business Strategy, Marketing Strategy, Product Marketing, New Business Development, Financial Reporting, Accounting
Education
University of Phoenix 2004 — 2007
MBA, Marketing
Metropolitan State University
Bachelors of Science, International Business
Charlie Dykstra's Ameriprise Experience March 2007 - May 2008
Job Customer Relations Team Leader at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources June 2011 - January 2013
GuideStone Financial Resources November 2009 - June 2011
Nationwide Insurance May 2009 - September 2009
Thomas Law Firm, P.C. May 2008 - May 2009
Ameriprise March 2007 - May 2008
Skills
Insurance, Retirement Planning, Financial Services, Investments, Financial Analysis, Mutual Funds, Customer Service, Strategic Financial..., Account Management, Strategic Planning, Wealth Management, Sales, Microsoft Excel, Employee Benefits, Microsoft Office, Banking, Risk Management, Leadership, Portfolio Management, Business Analysis
Education
Baylor University 2002 — 2006
BA, Business Administration
GuideStone Financial Resources June 2011 - January 2013
GuideStone Financial Resources November 2009 - June 2011
Nationwide Insurance May 2009 - September 2009
Thomas Law Firm, P.C. May 2008 - May 2009
Ameriprise March 2007 - May 2008
Skills
Insurance, Retirement Planning, Financial Services, Investments, Financial Analysis, Mutual Funds, Customer Service, Strategic Financial..., Account Management, Strategic Planning, Wealth Management, Sales, Microsoft Excel, Employee Benefits, Microsoft Office, Banking, Risk Management, Leadership, Portfolio Management, Business Analysis
Education
Baylor University 2002 — 2006
BA, Business Administration
Bill Trautmiller's Ameriprise Experience October 1987 - December 2013
Job Technical Analyst at Signature Consultants
Industry Financial Services
Experience
Signature Consultants June 2014 - Present
Ameriprise October 1987 - December 2013
Skills
Business Requirements, Financial Services, SDLC, Requirements Gathering, Visio, Mutual Funds, Use Case Analysis, Waterfall, User Acceptance Testing, Business Analysis, Requirements Analysis, Unix, Functional..., Business Process Mapping, Systems Analysis, Program Management, Vendor Management, Business Process
Education
Metropolitan State University 1982 — 1988
Bachelor's degree, Business/Commerce, General
University of St. Thomas 1998 — 2000
Coursework in Masters of Software Design Program
Signature Consultants June 2014 - Present
Ameriprise October 1987 - December 2013
Skills
Business Requirements, Financial Services, SDLC, Requirements Gathering, Visio, Mutual Funds, Use Case Analysis, Waterfall, User Acceptance Testing, Business Analysis, Requirements Analysis, Unix, Functional..., Business Process Mapping, Systems Analysis, Program Management, Vendor Management, Business Process
Education
Metropolitan State University 1982 — 1988
Bachelor's degree, Business/Commerce, General
University of St. Thomas 1998 — 2000
Coursework in Masters of Software Design Program
Andrea Sansing's Ameriprise Experience 2005 - 2006
Job Teacher at Conejo Valley Unified School District
Industry Primary/Secondary Education
Experience
Conejo Valley Unified School District August 2012 - Present
Buena High School August 2011 - May 2012
Bandit's Bar and Grill April 2009 - February 2011
Hillstone Restaurant Group June 2007 - August 2008
E*TRADE Financial June 2006 - June 2008
Ameriprise 2005 - 2006
Skills
Microsoft Office, Banking, Algebra, Finance, Tutoring, Teaching, Research, Public Speaking, PowerPoint, Editing, Curriculum Design
Education
California Lutheran University 2010 — 2011
Teacher Credential Program/ Master's of Education
El Camino College 2008 — 2008
NA, Architecture
Scripps College 2001 — 2005
BA, Politics and International Relations
Conejo Valley Unified School District August 2012 - Present
Buena High School August 2011 - May 2012
Bandit's Bar and Grill April 2009 - February 2011
Hillstone Restaurant Group June 2007 - August 2008
E*TRADE Financial June 2006 - June 2008
Ameriprise 2005 - 2006
Skills
Microsoft Office, Banking, Algebra, Finance, Tutoring, Teaching, Research, Public Speaking, PowerPoint, Editing, Curriculum Design
Education
California Lutheran University 2010 — 2011
Teacher Credential Program/ Master's of Education
El Camino College 2008 — 2008
NA, Architecture
Scripps College 2001 — 2005
BA, Politics and International Relations
Cindy Hromatka's Ameriprise Experience September 2007 - March 2008
Job Director at GMAC ResCap
Industry Accounting
Experience
GMAC ResCap April 2011 - Present
Salo LLC November 2002 - April 2011
GMAC ResCap March 2008 - January 2011
Ameriprise September 2007 - March 2008
SUPERVALU February 2007 - September 2007
GMAC ResCap November 2005 - February 2007
The Hartford March 2004 - November 2005
SuperValu November 2002 - March 2004
Donaldson March 2002 - November 2002
US Bank June 2002 - October 2002
Skills
Financial Analysis, Process Improvement, Project Implementation, Essbase, Project Execution, Change Management, Microsoft Office, SAP, PeopleSoft, PeopleTools, Great People Skills, Project Management, General Ledger, Management, Accounting, Auditing, Budgets, Finance, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Financial Modeling, Forecasting, Banking, Leadership, Financial Planning, Financial Services, Tax
Education
College of Saint Benedict 1977 — 1981
BA, Accounting
Saint John's University 1977 — 1981
BA, Accounting
GMAC ResCap April 2011 - Present
Salo LLC November 2002 - April 2011
GMAC ResCap March 2008 - January 2011
Ameriprise September 2007 - March 2008
SUPERVALU February 2007 - September 2007
GMAC ResCap November 2005 - February 2007
The Hartford March 2004 - November 2005
SuperValu November 2002 - March 2004
Donaldson March 2002 - November 2002
US Bank June 2002 - October 2002
Skills
Financial Analysis, Process Improvement, Project Implementation, Essbase, Project Execution, Change Management, Microsoft Office, SAP, PeopleSoft, PeopleTools, Great People Skills, Project Management, General Ledger, Management, Accounting, Auditing, Budgets, Finance, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Financial Modeling, Forecasting, Banking, Leadership, Financial Planning, Financial Services, Tax
Education
College of Saint Benedict 1977 — 1981
BA, Accounting
Saint John's University 1977 — 1981
BA, Accounting
Sandy Lovelace's Ameriprise Experience February 2002 - June 2002
Job Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2008 - Present
Ameriprise February 2002 - June 2002
e-ASG 1996 - 2002
STRS Ohio January 2001 - December 2001
American Express Financial Advisors May 1996 - December 2000
Anglian Water February 1990 - April 1996
Colgate Palmolive August 1989 - January 1990
JCB May 1989 - August 1989
Finning (Canada) February 1989 - May 1989
ITV Central August 1988 - January 1989
Education
The University of Sheffield 1982 — 1985
BSc. Hon, Mathematics
Wells Fargo January 2008 - Present
Ameriprise February 2002 - June 2002
e-ASG 1996 - 2002
STRS Ohio January 2001 - December 2001
American Express Financial Advisors May 1996 - December 2000
Anglian Water February 1990 - April 1996
Colgate Palmolive August 1989 - January 1990
JCB May 1989 - August 1989
Finning (Canada) February 1989 - May 1989
ITV Central August 1988 - January 1989
Education
The University of Sheffield 1982 — 1985
BSc. Hon, Mathematics
Basil Kuzio Sr's Ameriprise Experience October 1995 - Present
Job Financial Advisor Ameriprise Financial
Industry Financial Services
Experience
Ameriprise October 1995 - Present
ECAC October 2007 - Present
IAABO Board 34 November 1992 - Present
PLAST Ukrainian Scouting Organization September 2000 - Present
Ukrainian Educational & Cultural Center October 2007 - October 2013
Ukrainian Selfreliance Federal Credit Union 2008 - 2011
Travelers Insurance 1975 - 1994
PLAST Ukrainian Scouting Organization 1962 - 1971
Education
Union College 1982 — 1988
Masters, Business Administration
Villanova University 1970 — 1974
Bachelor of Science, Education
Kolbe Cathedral High School 1966 — 1970
Ameriprise October 1995 - Present
ECAC October 2007 - Present
IAABO Board 34 November 1992 - Present
PLAST Ukrainian Scouting Organization September 2000 - Present
Ukrainian Educational & Cultural Center October 2007 - October 2013
Ukrainian Selfreliance Federal Credit Union 2008 - 2011
Travelers Insurance 1975 - 1994
PLAST Ukrainian Scouting Organization 1962 - 1971
Education
Union College 1982 — 1988
Masters, Business Administration
Villanova University 1970 — 1974
Bachelor of Science, Education
Kolbe Cathedral High School 1966 — 1970
Vickie Kmetz's Ameriprise Experience June 2010 - November 2010
Job Sr. Business Analyst at Green Tree Servicing
Industry Information Technology and Services
Experience
Green Tree Servicing March 2013 - Present
United Healthcare August 2012 - March 2013
McKesson November 2010 - August 2012
TEK Systems November 2010 - August 2012
Ameriprise June 2010 - November 2010
Ambient Consulting November 2009 - June 2010
Wells Fargo November 2009 - June 2010
United Healthcare - Ovations 2007 - 2009
UnitedHealth Group September 2007 - December 2008
RBC Dain January 2007 - August 2007
Skills
User Acceptance Testing, Quality Assurance, SDLC, SharePoint, Test Cases, Test Management, Quality Center, Team Leadership, Software Quality..., Test Planning, Testing, Enterprise Software, Requirements Gathering, Regression Testing, Defect Tracking, Requirements Analysis, Business Analysis
Education
Bradley University
Green Tree Servicing March 2013 - Present
United Healthcare August 2012 - March 2013
McKesson November 2010 - August 2012
TEK Systems November 2010 - August 2012
Ameriprise June 2010 - November 2010
Ambient Consulting November 2009 - June 2010
Wells Fargo November 2009 - June 2010
United Healthcare - Ovations 2007 - 2009
UnitedHealth Group September 2007 - December 2008
RBC Dain January 2007 - August 2007
Skills
User Acceptance Testing, Quality Assurance, SDLC, SharePoint, Test Cases, Test Management, Quality Center, Team Leadership, Software Quality..., Test Planning, Testing, Enterprise Software, Requirements Gathering, Regression Testing, Defect Tracking, Requirements Analysis, Business Analysis
Education
Bradley University
Andrea Murphy, CFP®, CRPC®'s Ameriprise Experience February 2001 - Present
Job CFP® at Murphy & Associates, a Platinum financial services practice at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise February 2001 - Present
Skills
Financial Planning, Retirement, Mutual Funds, Financial Services, Investment Strategies, Finance, Leadership, Management, Investments, Insurance
Education
The University of North Dakota 1996 — 2000
Ameriprise February 2001 - Present
Skills
Financial Planning, Retirement, Mutual Funds, Financial Services, Investment Strategies, Finance, Leadership, Management, Investments, Insurance
Education
The University of North Dakota 1996 — 2000
Patty Skroch's Ameriprise Experience July 2006 - July 2008
Job Vice President at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial May 2014 - Present
Ameriprise Financial 1986 - 2011
Ameriprise July 2006 - July 2008
Ameriprise Financial Advisors 1986 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Series 7, Series 24, Financial Services, Business Process..., Insurance, Human Resources, Trusted Business Partner, Business Excellence, Relationship Management
Education
Concordia College 1982 — 1986
BA, Business Administration/Accounting
Ameriprise Financial May 2014 - Present
Ameriprise Financial 1986 - 2011
Ameriprise July 2006 - July 2008
Ameriprise Financial Advisors 1986 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Series 7, Series 24, Financial Services, Business Process..., Insurance, Human Resources, Trusted Business Partner, Business Excellence, Relationship Management
Education
Concordia College 1982 — 1986
BA, Business Administration/Accounting
Diane Perschbacher's Ameriprise Experience January 2011 - April 2013
Job Project Manager for ZyQuest
Industry Computer Software
Experience
School Specialty, Inc. July 2013 - Present
Ameriprise January 2011 - April 2013
School Specialty, Inc. June 2010 - January 2011
Ameriprise July 2009 - June 2010
Alzheimer's Association April 2005 - March 2009
Schneider National 1994 - 2003
Northwestern Mutual 1986 - 1994
Skills
SDLC, Business Analysis
Education
Northwestern University 1982 — 1986
B.A., Computer Studies, German Studies
Universitat Stuttgart and Euro Centrum 1984 — 1984
German literature and history
School Specialty, Inc. July 2013 - Present
Ameriprise January 2011 - April 2013
School Specialty, Inc. June 2010 - January 2011
Ameriprise July 2009 - June 2010
Alzheimer's Association April 2005 - March 2009
Schneider National 1994 - 2003
Northwestern Mutual 1986 - 1994
Skills
SDLC, Business Analysis
Education
Northwestern University 1982 — 1986
B.A., Computer Studies, German Studies
Universitat Stuttgart and Euro Centrum 1984 — 1984
German literature and history
Phil Vincuilla, CFP®'s Ameriprise Experience May 1996 - Present
Job Associate Financial Advisor with the practice of Richard J. Vogler CRPC®, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
PlanPros LLC 2002 - Present
Ameriprise May 1996 - Present
with the practice of Richard Vogler, Ameriprise Financial Services, Inc. 1995 - Present
Amerprise Financial Services, Inc. 1996 - 2010
Education
Fuller Theological Seminary 1975 — 1978
M. Div., Theology
Barrington College 1971 — 1975
BA, Liberal Arts
PlanPros LLC 2002 - Present
Ameriprise May 1996 - Present
with the practice of Richard Vogler, Ameriprise Financial Services, Inc. 1995 - Present
Amerprise Financial Services, Inc. 1996 - 2010
Education
Fuller Theological Seminary 1975 — 1978
M. Div., Theology
Barrington College 1971 — 1975
BA, Liberal Arts
David Buller's Ameriprise Experience 2001 - 2006
Job Professor at Northwestern College
Industry Education Management
Experience
Northwestern College April 2006 - Present
University of St. Thomas 2001 - Present
Ameriprise 2001 - 2006
American Express Financial Advisors 2001 - 2006
Management Strategies 2000 - 2001
Northern States Power 1984 - 2000
Minnesota Energy Agency 1977 - 1984
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Management
Pacific Columbia University 1984 — 1985
Ph.D., Economics
University of Minnesota - Carlson School of Management 1974 — 1977
Ph.D. Candidate, Economics
University of Minnesota - Carlson School of Management 1974 — 1975
M.A., Public Finance
Augustana University (SD) 1970 — 1974
BA, Economics
Northwestern College April 2006 - Present
University of St. Thomas 2001 - Present
Ameriprise 2001 - 2006
American Express Financial Advisors 2001 - 2006
Management Strategies 2000 - 2001
Northern States Power 1984 - 2000
Minnesota Energy Agency 1977 - 1984
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Management
Pacific Columbia University 1984 — 1985
Ph.D., Economics
University of Minnesota - Carlson School of Management 1974 — 1977
Ph.D. Candidate, Economics
University of Minnesota - Carlson School of Management 1974 — 1975
M.A., Public Finance
Augustana University (SD) 1970 — 1974
BA, Economics
Tracy Gehrke, MBA's Ameriprise Experience July 2010 - January 2014
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource January 2014 - Present
AMERIPRISE July 2010 - January 2014
IKEA North America June 2008 - July 2010
Whimsy's Tool Kit March 2005 - December 2007
HOM Furniture March 2002 - May 2005
Minnesota Life August 1994 - September 2001
Skills
General Securities..., Customer Service, Training, Sales, Coaching, Business Development, Insurance, Marketing Strategy, Marketing, Financial Services, Marketing Communications, CRM, Recruiting, Finance, Leadership, Technical Writing, Time Management, Salesforce.com, Event Planning, Organizational..., Retail, Leadership Development, Sales Management, Business Planning, Small Business, Strategic Financial..., Financial Planning
Education
Capella University 2009 — 2011
MASTERS OF BUSINESS ADMINSTRATION, Human Resource Management
University of Minnesota 1998 — 2000
BACHELOR OF ARTS, Psychology
Burnsville Senior High School
RiverSource January 2014 - Present
AMERIPRISE July 2010 - January 2014
IKEA North America June 2008 - July 2010
Whimsy's Tool Kit March 2005 - December 2007
HOM Furniture March 2002 - May 2005
Minnesota Life August 1994 - September 2001
Skills
General Securities..., Customer Service, Training, Sales, Coaching, Business Development, Insurance, Marketing Strategy, Marketing, Financial Services, Marketing Communications, CRM, Recruiting, Finance, Leadership, Technical Writing, Time Management, Salesforce.com, Event Planning, Organizational..., Retail, Leadership Development, Sales Management, Business Planning, Small Business, Strategic Financial..., Financial Planning
Education
Capella University 2009 — 2011
MASTERS OF BUSINESS ADMINSTRATION, Human Resource Management
University of Minnesota 1998 — 2000
BACHELOR OF ARTS, Psychology
Burnsville Senior High School
Kevin Schenck's Ameriprise Experience January 2009 - December 2010
Job SATCOM
Industry Military
Experience
United States Air Force November 2010 - Present
Ameriprise January 2009 - December 2010
Lenovo January 2005 - January 2008
IBM January 2000 - January 2005
Skills
Series 7, Investments, Strategic Financial...
Education
Florida Atlantic University 2009 — 2010
Certificate, Finance, Honors
Michigan State University 1996 — 2000
B.S, Supply Chain, 3.5/4.0 GPA
United States Air Force November 2010 - Present
Ameriprise January 2009 - December 2010
Lenovo January 2005 - January 2008
IBM January 2000 - January 2005
Skills
Series 7, Investments, Strategic Financial...
Education
Florida Atlantic University 2009 — 2010
Certificate, Finance, Honors
Michigan State University 1996 — 2000
B.S, Supply Chain, 3.5/4.0 GPA
Jeremiah Patterson, CFP®'s Ameriprise Experience 2006 - 2007
Job Office Manager/Financial Planner at Confidental
Industry Financial Services
Experience
Copelin Financial Advisors July 2009 - Present
NFP Securities May 2008 - June 2010
NFP Securities February 2007 - May 2008
National Financial Partners February 2007 - May 2008
Ameriprise 2006 - 2007
Pilgrim's Pride 2004 - 2005
Pilgrims Pride 2004 - 2005
Skills
Strategic Financial..., Insurance, Series 7, Investments, Asset Managment, Financial Analysis, Risk Management, Series 63, Securities, Wealth Management, Retirement Planning, Equities, Retirement, Investment Advisory, Estate Planning, Portfolio Management
Education
Stephen F. Austin State University 2001 — 2003
Bachelor of Science (BS), Biology, General
Kilgore College 1999 — 2001
Associate of Science (AS)
Copelin Financial Advisors July 2009 - Present
NFP Securities May 2008 - June 2010
NFP Securities February 2007 - May 2008
National Financial Partners February 2007 - May 2008
Ameriprise 2006 - 2007
Pilgrim's Pride 2004 - 2005
Pilgrims Pride 2004 - 2005
Skills
Strategic Financial..., Insurance, Series 7, Investments, Asset Managment, Financial Analysis, Risk Management, Series 63, Securities, Wealth Management, Retirement Planning, Equities, Retirement, Investment Advisory, Estate Planning, Portfolio Management
Education
Stephen F. Austin State University 2001 — 2003
Bachelor of Science (BS), Biology, General
Kilgore College 1999 — 2001
Associate of Science (AS)
Richard Beckel's Ameriprise Experience February 2010 - December 2012
Job Designer/Owner Primeau
Industry Design
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Primeau August 2006 - Present
Ameriprise February 2010 - December 2012
Skills
Creative Direction, Financial Services, User Experience, Creative Strategy, Email Marketing, Interactive Marketing, Fashion Design, Marketing, Strategy, Product Development, Marketing Strategy, Graphic Design, Adobe Creative Suite, Illustrator, Advertising, Art Direction, InDesign, Corporate Identity, Layout, Brochures, Logo Design, Graphics, Direct Mail, Adobe Acrobat, Mac, QuarkXPress, Web Design, Illustration, Typography
Education
Parsons School of Design 2005 — 2006
AAS, Design
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. May 2014 - Present
Primeau August 2006 - Present
Ameriprise February 2010 - December 2012
Skills
Creative Direction, Financial Services, User Experience, Creative Strategy, Email Marketing, Interactive Marketing, Fashion Design, Marketing, Strategy, Product Development, Marketing Strategy, Graphic Design, Adobe Creative Suite, Illustrator, Advertising, Art Direction, InDesign, Corporate Identity, Layout, Brochures, Logo Design, Graphics, Direct Mail, Adobe Acrobat, Mac, QuarkXPress, Web Design, Illustration, Typography
Education
Parsons School of Design 2005 — 2006
AAS, Design
University of Minnesota-Twin Cities
Madonna Brislane's Ameriprise Experience 2002 - 2009
Job Executive Assistant
Industry Executive Office
Experience
Ameriprise 2002 - 2009
Education
Glendale Community College 1996 — 1997
Ameriprise 2002 - 2009
Education
Glendale Community College 1996 — 1997
Meghan Mader, CFP(R). CRPC(R), RICP(R)'s Ameriprise Experience 2005 - 2008
Job Financial Advisor/Certified Financial Planner Practitioner
Industry Financial Services
Experience
Ameriprise Financial February 2005 - Present
Ameriprise 2005 - 2008
Skills
Investments, Insurance, Finance, Retirement Planning, Mutual Funds, Series 7, Retirement, Leadership, Portfolio Management, Financial Services
Education
The Ohio State University Fisher College of Business 2000 — 2004
Risk Management and Insurance, Business
Ameriprise Financial February 2005 - Present
Ameriprise 2005 - 2008
Skills
Investments, Insurance, Finance, Retirement Planning, Mutual Funds, Series 7, Retirement, Leadership, Portfolio Management, Financial Services
Education
The Ohio State University Fisher College of Business 2000 — 2004
Risk Management and Insurance, Business
Diane Pettet's Ameriprise Experience 2007 - Present
Job Sr. Training Consultant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Senior Training ConsultantAmeriprise Financial Services, Inc.2008 - Present
Ameriprise 2007 - Present
Education
Metropolitan State University 1982 — 1988
Training and Development, Training
Ameriprise Financial Senior Training ConsultantAmeriprise Financial Services, Inc.2008 - Present
Ameriprise 2007 - Present
Education
Metropolitan State University 1982 — 1988
Training and Development, Training
Susan Stabe's Ameriprise Experience 2000 - 2013
Job Partner at Troutman Sanders LLP
Industry Law Practice
Experience
Troutman Sanders LLP June 2012 - Present
Ameriprise 2000 - 2013
Rutan & Tucker, LLP November 2002 - June 2012
Arter & Hadden, LLP 1999 - 2002
Skills
Trademarks, Prosecution, Intellectual Property, Patents, Trade Secrets, Trademark Infringement, Copyright Law, Anti-counterfeiting, Legal Research, Cyberlaw, Unfair Competition, Trade Dress, Dispute Resolution, Legal Writing, Domain Names
Education
University of San Diego School of Law 1994 — 1997
JD
University of California, Los Angeles 1990 — 1993
BA, History
Troutman Sanders LLP June 2012 - Present
Ameriprise 2000 - 2013
Rutan & Tucker, LLP November 2002 - June 2012
Arter & Hadden, LLP 1999 - 2002
Skills
Trademarks, Prosecution, Intellectual Property, Patents, Trade Secrets, Trademark Infringement, Copyright Law, Anti-counterfeiting, Legal Research, Cyberlaw, Unfair Competition, Trade Dress, Dispute Resolution, Legal Writing, Domain Names
Education
University of San Diego School of Law 1994 — 1997
JD
University of California, Los Angeles 1990 — 1993
BA, History
John Kochevar's Ameriprise Experience May 2005 - 2007
Job VP Analytics and Information
Industry Banking
Experience
Union Bank November 2010 - Present
Union Bank 2010 - 2011
Wells Fargo April 2010 - November 2010
TechRP February 2009 - April 2010
Washington Mutual May 2007 - January 2009
Washington Mutual Card Services 2007 - January 2009
Ameriprise May 2005 - 2007
Ameriprise Financial 2005 - 2007
American Express April 2003 - May 2005
American Express May 2001 - April 2003
Education
New Mexico State University 1993 — 1995
MA, Economics/Regulatory Economics
New Mexico State University 1990 — 1992
BBA, Economics
University of Colorado Boulder 1987 — 1990
Finance
Union Bank November 2010 - Present
Union Bank 2010 - 2011
Wells Fargo April 2010 - November 2010
TechRP February 2009 - April 2010
Washington Mutual May 2007 - January 2009
Washington Mutual Card Services 2007 - January 2009
Ameriprise May 2005 - 2007
Ameriprise Financial 2005 - 2007
American Express April 2003 - May 2005
American Express May 2001 - April 2003
Education
New Mexico State University 1993 — 1995
MA, Economics/Regulatory Economics
New Mexico State University 1990 — 1992
BBA, Economics
University of Colorado Boulder 1987 — 1990
Finance
Duane Egstad Jr's Ameriprise Experience November 1997 - September 2000
Job Financial Analyst V at U.S. Bank
Industry Financial Services
Experience
U.S. Bank August 2012 - Present
Ally (GMAC) ResCap September 2008 - February 2012
Ally (GMAC) ResCap October 2005 - September 2008
American Express Tax & Business Services March 2004 - March 2005
American Express Tax & Business Services September 2000 - March 2004
Ameriprise November 1997 - September 2000
Skills
Microsoft Excel, Forecasting, Financial Reporting, Finance, Hyperion Enterprise, Essbase, Access, General Ledger
Education
Minnesota State University, Moorhead 1990 — 1995
BS, Finance, minor in Accounting
U.S. Bank August 2012 - Present
Ally (GMAC) ResCap September 2008 - February 2012
Ally (GMAC) ResCap October 2005 - September 2008
American Express Tax & Business Services March 2004 - March 2005
American Express Tax & Business Services September 2000 - March 2004
Ameriprise November 1997 - September 2000
Skills
Microsoft Excel, Forecasting, Financial Reporting, Finance, Hyperion Enterprise, Essbase, Access, General Ledger
Education
Minnesota State University, Moorhead 1990 — 1995
BS, Finance, minor in Accounting
Diane Cramer's Ameriprise Experience 1975 - 2008
Job at United Healthcare
Industry Accounting
Experience
United Healthcare June 2009 - Present
Ameriprise Financial June 1975 - July 2008
ameriprise 1975 - 2008
Ameriprise 1975 - 2008
Education
Minnesota State University, Mankato
B.S., Accounting
United Healthcare June 2009 - Present
Ameriprise Financial June 1975 - July 2008
ameriprise 1975 - 2008
Ameriprise 1975 - 2008
Education
Minnesota State University, Mankato
B.S., Accounting
Terry (Solom) Solanen's Ameriprise Experience October 2007 - January 2008
Job Data Analyst at Medtronic
Industry Medical Devices
Experience
Medtronic September 2008 - Present
Ameriprise October 2007 - January 2008
Skills
MS SSIS, MS Access, MS Excel, Microsoft SQL Server, SharePoint, Tibco Spotfire, Microsoft Excel, Access, SSIS, SAP, Statistics
Education
Bemidji State University 1992 — 1997
BS, Applied Mathematics
Medtronic September 2008 - Present
Ameriprise October 2007 - January 2008
Skills
MS SSIS, MS Access, MS Excel, Microsoft SQL Server, SharePoint, Tibco Spotfire, Microsoft Excel, Access, SSIS, SAP, Statistics
Education
Bemidji State University 1992 — 1997
BS, Applied Mathematics
Tim Wargo, FLMI/M's Ameriprise Experience February 2007 - March 2008
Job Insurance Software Analyst
Industry Insurance
Experience
Legal & General December 2011 - Present
Ameriprise February 2007 - March 2008
Advantage Consulting Group January 2006 - January 2007
American Express Financial Advisors July 2004 - August 2005
CSC 2000 - 2001
American Express Financial Advisors 1996 - 2000
Northern Life Insurance 1990 - 1996
Family Life Insurance 1989 - 1990
Skills
Insurance, COBOL, VSAM, Unix, DB2, Mainframe, Program Management, CICS, SDLC, SQL, MVS, Requirements Gathering, Fileaid, Life Insurance, SPUFI, Business Analysis, JCL, Requirements Analysis, Software Project...
Education
Pacific Lutheran University 1976 — 1980
Bachelor of Arts, Mathematics, Philosophy
Legal & General December 2011 - Present
Ameriprise February 2007 - March 2008
Advantage Consulting Group January 2006 - January 2007
American Express Financial Advisors July 2004 - August 2005
CSC 2000 - 2001
American Express Financial Advisors 1996 - 2000
Northern Life Insurance 1990 - 1996
Family Life Insurance 1989 - 1990
Skills
Insurance, COBOL, VSAM, Unix, DB2, Mainframe, Program Management, CICS, SDLC, SQL, MVS, Requirements Gathering, Fileaid, Life Insurance, SPUFI, Business Analysis, JCL, Requirements Analysis, Software Project...
Education
Pacific Lutheran University 1976 — 1980
Bachelor of Arts, Mathematics, Philosophy
P Scott Peterson's Ameriprise Experience 2005 - Present
Job Director Treasury at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2005 - Present
Ameriprise 2005 - Present
American Express May 2002 - September 2005
Damark International 1991 - 1999
Skills
Strategic Financial..., Capital Management, Financial Modeling, Treasury Management, Funding, Rating Agency Relations, Banking Relationships, Economic Capital, Liquidity Management, Cash Management, Finance, Corporate Finance, Banking, Strategic Partnerships, Treasury
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MIM, International Finance
St. Olaf College 1987 — 1991
BA, American Studies & Latin American Studies
Albuquerque Academy
Ameriprise Financial September 2005 - Present
Ameriprise 2005 - Present
American Express May 2002 - September 2005
Damark International 1991 - 1999
Skills
Strategic Financial..., Capital Management, Financial Modeling, Treasury Management, Funding, Rating Agency Relations, Banking Relationships, Economic Capital, Liquidity Management, Cash Management, Finance, Corporate Finance, Banking, Strategic Partnerships, Treasury
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MIM, International Finance
St. Olaf College 1987 — 1991
BA, American Studies & Latin American Studies
Albuquerque Academy
Vandy Hobbs's Ameriprise Experience May 1984 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise May 1984 - Present
Ameriprise Financial Services, Inc. May 1984 - Present
Education
Clemson University 1979 — 1983
Bachelor, Political Science / Economics
Ameriprise May 1984 - Present
Ameriprise Financial Services, Inc. May 1984 - Present
Education
Clemson University 1979 — 1983
Bachelor, Political Science / Economics
Judith (Judy) Platt's Ameriprise Experience March 2011 - Present
Job Licensed Support at Ameriprise
Industry Financial Services
Experience
Ameriprise March 2011 - Present
Self, Old Navy, Offices January 2010 - September 2011
M Financial Planning Services, Inc December 2004 - June 2008
Ocean County 2002 - 2004
Paine Webber 2000 - 2002
Education
Rutgers University-New Brunswick
BA, English/Communications
Ameriprise March 2011 - Present
Self, Old Navy, Offices January 2010 - September 2011
M Financial Planning Services, Inc December 2004 - June 2008
Ocean County 2002 - 2004
Paine Webber 2000 - 2002
Education
Rutgers University-New Brunswick
BA, English/Communications
Andy Schink's Ameriprise Experience 2005 - 2009
Job Registered Representative at Lincoln Financial Securities Corporation (Member SIPC)
Industry Financial Services
Experience
BCR Financial December 2009 - Present
Lincoln Financial Securities Corp. (member SIPC) 2009 - Present
Ameriprise Financial Advisors August 2004 - December 2009
Ameriprise Financial August 2004 - December 2009
Ameriprise 2005 - 2009
Auberle 1995 - 2005
Skills
Series 24, Investments, Retirement Planning, Finance, Series 7, Retirement, Mutual Funds, Asset Allocation, 401k, Financial Planning, Estate Planning, Investment Advisory, Securities, Wealth Management, Asset Management, Insurance, Investment Strategies, Financial Advisory, Personal Financial..., Portfolio Management, Retirement Income..., IRA's, Saving for Education, Long Term Care, Disability Insurance, Charitable Giving, Annuities, Series 66, Insurance Planning, Roth IRA, Wealth, Wealth Preservation..., Wealth Accumulation, Wealth Transfer, Annuity, Wealth Preservation, Financial Advice, Investment Products, CRPC, ETFs, Life Insurance, Investment Management, Separately Managed..., 401k Rollovers, Equities, 529 Plans, Variable Annuities, College Savings Plans, High Net Worth...
Education
Indiana University of Pennsylvania 1993 — 1997
Bachelor
BCR Financial December 2009 - Present
Lincoln Financial Securities Corp. (member SIPC) 2009 - Present
Ameriprise Financial Advisors August 2004 - December 2009
Ameriprise Financial August 2004 - December 2009
Ameriprise 2005 - 2009
Auberle 1995 - 2005
Skills
Series 24, Investments, Retirement Planning, Finance, Series 7, Retirement, Mutual Funds, Asset Allocation, 401k, Financial Planning, Estate Planning, Investment Advisory, Securities, Wealth Management, Asset Management, Insurance, Investment Strategies, Financial Advisory, Personal Financial..., Portfolio Management, Retirement Income..., IRA's, Saving for Education, Long Term Care, Disability Insurance, Charitable Giving, Annuities, Series 66, Insurance Planning, Roth IRA, Wealth, Wealth Preservation..., Wealth Accumulation, Wealth Transfer, Annuity, Wealth Preservation, Financial Advice, Investment Products, CRPC, ETFs, Life Insurance, Investment Management, Separately Managed..., 401k Rollovers, Equities, 529 Plans, Variable Annuities, College Savings Plans, High Net Worth...
Education
Indiana University of Pennsylvania 1993 — 1997
Bachelor
Shellby Schommer's Ameriprise Experience 1999 - 2009
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Wells Fargo Shareholder Services May 2010 - April 2011
MoneyGram International February 2010 - April 2010
Ameriprise Financial July 2005 - July 2009
Ameriprise 1999 - 2009
Ameriprise Financial August 1999 - July 2005
Ameriprise Financial Services, Inc. July 1996 - July 1999
Prudential Insurance July 1995 - July 1996
Fortis January 1990 - June 1995
Skills
Project Management
Education
St. Mary's University of Minnesota 2011 — 2014
Master Degree, Counseling and Psychology
Saint Mary's University of Minnesota 1999 — 2002
Master Degree, Human Development
Bethel University 1996 — 1998
Bachelor Degree, Business
Ameriprise Financial Services, Inc. April 2011 - Present
Wells Fargo Shareholder Services May 2010 - April 2011
MoneyGram International February 2010 - April 2010
Ameriprise Financial July 2005 - July 2009
Ameriprise 1999 - 2009
Ameriprise Financial August 1999 - July 2005
Ameriprise Financial Services, Inc. July 1996 - July 1999
Prudential Insurance July 1995 - July 1996
Fortis January 1990 - June 1995
Skills
Project Management
Education
St. Mary's University of Minnesota 2011 — 2014
Master Degree, Counseling and Psychology
Saint Mary's University of Minnesota 1999 — 2002
Master Degree, Human Development
Bethel University 1996 — 1998
Bachelor Degree, Business
James Reddish, CFP®, CRPC®'s Ameriprise Experience January 2006 - April 2010
Job Private Wealth Consultant at Sunbelt Securties, Inc.
Industry Financial Services
Experience
Sunbelt Securties, Inc. April 2010 - Present
Ameriprise Financial January 2006 - April 2010
Ameriprise January 2006 - April 2010
Education
Rice University
CFP
Universidad Andres Bello
Spanish
University of Houston
Finance and Management, Minor Spanish, Finance
Sunbelt Securties, Inc. April 2010 - Present
Ameriprise Financial January 2006 - April 2010
Ameriprise January 2006 - April 2010
Education
Rice University
CFP
Universidad Andres Bello
Spanish
University of Houston
Finance and Management, Minor Spanish, Finance
Suzanne Rouse, PMP, CSM's Ameriprise Experience 2005 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Ameriprise Financial 2009 - 2010
Ameriprise 2005 - 2008
Northwest Airlines 2003 - 2005
Target 2001 - 2003
Wells Fargo 2001 - 2001
Education
St. Cloud State University
Certified Scrum Master
University of Minnesota Duluth
B.S., General Science
Ameriprise Financial 2009 - 2010
Ameriprise 2005 - 2008
Northwest Airlines 2003 - 2005
Target 2001 - 2003
Wells Fargo 2001 - 2001
Education
St. Cloud State University
Certified Scrum Master
University of Minnesota Duluth
B.S., General Science
Brett Lambert's Ameriprise Experience May 2003 - November 2007
Job Property Manager at Village Property Management, LLC
Industry Real Estate
Experience
Village Property Management, LLC August 2009 - Present
Third Hand Pro Property Management Services and Construction January 2008 - Present
Ameriprise Financial Services, Inc. April 2009 - April 2010
Ameriprise May 2003 - November 2007
Skills
Creative Problem Solving, Project Management, Customer Focus, Investments, Financial Planning, Personal Finance, Portfolio Management, Simple Web Design, Budget Development, Process Improvement, Maintenance Management, Building Maintenance, Rental Management, Rental Properties, Construction Supervision, Basic Interior Design, Small Business, Public Speaking, Strategic Financial..., Sales, Rentals, Construction, Customer Service
Education
UMUC Schwaebisch Gmuend 2002 — 2002
James Madison University 1998 — 2002
BBA, Finance, International Business
Village Property Management, LLC August 2009 - Present
Third Hand Pro Property Management Services and Construction January 2008 - Present
Ameriprise Financial Services, Inc. April 2009 - April 2010
Ameriprise May 2003 - November 2007
Skills
Creative Problem Solving, Project Management, Customer Focus, Investments, Financial Planning, Personal Finance, Portfolio Management, Simple Web Design, Budget Development, Process Improvement, Maintenance Management, Building Maintenance, Rental Management, Rental Properties, Construction Supervision, Basic Interior Design, Small Business, Public Speaking, Strategic Financial..., Sales, Rentals, Construction, Customer Service
Education
UMUC Schwaebisch Gmuend 2002 — 2002
James Madison University 1998 — 2002
BBA, Finance, International Business
Cassie Henry's Ameriprise Experience 1994 - 2009
Job Sr. Business Analyst at Prime Therapeutics
Industry Financial Services
Experience
Prime Therapeutics April 2013 - Present
North Dakota Dept. of Human Services- ITS March 2012 - March 2013
Ameriprise Financial January 2006 - February 2012
American Express/Ameriprise 1994 - 2012
Brooklyn Center High School 2008 - 2011
Ameriprise 1994 - 2009
American Express Financial Advisors 1994 - 2000
Skills
Documentation, Business Analysis, Securities, Vendor Management, Strategic Financial..., Wealth Management, Project Management, Insurance, Retirement Planning, Software Documentation, Mutual Funds, Leadership, Risk Management, Financial Services, Business Process, Requirements Gathering, Analysis, Business Process..., Business Requirements, SDLC
Education
Minot State University 1986 — 1991
BA, communications and business
The University of North Dakota 1985 — 1986
General Studies
Prime Therapeutics April 2013 - Present
North Dakota Dept. of Human Services- ITS March 2012 - March 2013
Ameriprise Financial January 2006 - February 2012
American Express/Ameriprise 1994 - 2012
Brooklyn Center High School 2008 - 2011
Ameriprise 1994 - 2009
American Express Financial Advisors 1994 - 2000
Skills
Documentation, Business Analysis, Securities, Vendor Management, Strategic Financial..., Wealth Management, Project Management, Insurance, Retirement Planning, Software Documentation, Mutual Funds, Leadership, Risk Management, Financial Services, Business Process, Requirements Gathering, Analysis, Business Process..., Business Requirements, SDLC
Education
Minot State University 1986 — 1991
BA, communications and business
The University of North Dakota 1985 — 1986
General Studies
Sue Sieg's Ameriprise Experience Financial AdvisorAmerpriseOctober 2008 - Present
Job Financial advisor at Amerprise
Industry Financial Services
Experience
Ameriprise Financial AdvisorAmerpriseOctober 2008 - Present
Metlife 1985 - 2000
Education
University of Florida 1969 — 1974
BS, Education
Ameriprise Financial AdvisorAmerpriseOctober 2008 - Present
Metlife 1985 - 2000
Education
University of Florida 1969 — 1974
BS, Education
Maxine Johnson's Ameriprise Experience August 2005 - July 2006
Job Owner Adviser at Foresight Personal Financial Planning, LLC
Industry Financial Services
Experience
Foresight Personal Financial Planning, LLC October 2006 - Present
Ameriprise August 2005 - July 2006
Bank of America September 1991 - March 2005
Education
Grinnell College 1957 — 1961
BA
Foresight Personal Financial Planning, LLC October 2006 - Present
Ameriprise August 2005 - July 2006
Bank of America September 1991 - March 2005
Education
Grinnell College 1957 — 1961
BA
Celia Martel's Ameriprise Experience February 1997 - June 2006
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA March 2008 - Present
Ameriprise February 1997 - June 2006
Skills
Wealth Management, Series 7, Retirement Planning, Retirement
Education
Wright State University 1992 — 1993
Master's Degree, Secondary Education and Teaching, 3.8/4.0
Flagler College 1981 — 1985
Bachelor's Degree, Business Administration, English
USAA March 2008 - Present
Ameriprise February 1997 - June 2006
Skills
Wealth Management, Series 7, Retirement Planning, Retirement
Education
Wright State University 1992 — 1993
Master's Degree, Secondary Education and Teaching, 3.8/4.0
Flagler College 1981 — 1985
Bachelor's Degree, Business Administration, English
Frank Burdick's Ameriprise Experience Vice President InvestmentsA. G. Edwards1994 - 2007
Job VicePresident Investments at Ameriprise
Industry Financial Services
Experience
Ameriprise Vice President InvestmentsA. G. Edwards1994 - 2007
Education
Texas A&M University 1976 — 1979
BBA, Marketing- Minor Finance
Ameriprise Vice President InvestmentsA. G. Edwards1994 - 2007
Education
Texas A&M University 1976 — 1979
BBA, Marketing- Minor Finance
Will Sterling's Ameriprise Experience 2002 - 2009
Job Financial Advisor, Assistant Vice President at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2010 - Present
Ameriprise Financial Services, Inc. June 2001 - January 2010
Ameriprise 2002 - 2009
Education
Towson University 1997 — 2001
B.S., Economics & Finance
PNC Investments January 2010 - Present
Ameriprise Financial Services, Inc. June 2001 - January 2010
Ameriprise 2002 - 2009
Education
Towson University 1997 — 2001
B.S., Economics & Finance
Reuben Chapman's Ameriprise Experience August 2007 - April 2009
Job Experienced Financial Ops Professional with 13 yrs in Investment/Asset Mgmt, Trust Custody, Brokerage, and Banking
Industry Financial Services
Experience
TFI Resources May 2012 - November 2012
United Bankers' Bank October 2010 - December 2011
Ameriprise August 2007 - April 2009
Wells Fargo Trust May 2006 - March 2007
Wells Fargo Trust June 2003 - April 2006
Wells Fargo Trust September 2001 - May 2003
American Express Financial Advisors January 1999 - August 2001
Skills
Mutual Funds, Financial Services, Investments, Project Management, Program Management, Banking, Leadership, Equities, Series 7, Portfolio Management, Analysis, Management, Finance, Securities, Mergers & Acquisitions, Relationship Management, Risk Management, Budgets
Education
Augsburg College 2007 — 2010
BA, Business Administration/Economics, Management
Minneapolis Community and Technical College 2001 — 2005
A.S, Business Management
TFI Resources May 2012 - November 2012
United Bankers' Bank October 2010 - December 2011
Ameriprise August 2007 - April 2009
Wells Fargo Trust May 2006 - March 2007
Wells Fargo Trust June 2003 - April 2006
Wells Fargo Trust September 2001 - May 2003
American Express Financial Advisors January 1999 - August 2001
Skills
Mutual Funds, Financial Services, Investments, Project Management, Program Management, Banking, Leadership, Equities, Series 7, Portfolio Management, Analysis, Management, Finance, Securities, Mergers & Acquisitions, Relationship Management, Risk Management, Budgets
Education
Augsburg College 2007 — 2010
BA, Business Administration/Economics, Management
Minneapolis Community and Technical College 2001 — 2005
A.S, Business Management
Sue Sieg's Ameriprise Experience October 2009 - Present
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise October 2009 - Present
H&R Block Financial Advisors September 2002 - October 2009
Raymond James Financial Inc. September 1998 - August 2002
Education
University of Florida 1970 — 1974
BS, Education
Ameriprise October 2009 - Present
H&R Block Financial Advisors September 2002 - October 2009
Raymond James Financial Inc. September 1998 - August 2002
Education
University of Florida 1970 — 1974
BS, Education
David A. Fagan's Ameriprise Experience November 2001 - May 2009
Job Writer
Industry Publishing
Experience
Fagan Communications January 1993 - Present
Frogchildren Studios: an indie comics producer November 2009 - April 2014
Iron Rebel Studios January 2013 - June 2013
Ameriprise November 2001 - May 2009
Amazon.com January 2000 - December 2000
Microsoft 1997 - 2000
Everguard Insurance & Ferguson Insurance January 1995 - December 1996
Simply Seafood Magazine/Waterfront Press 1990 - 1993
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Pensions, ETFs, Portfolio Management, Life Insurance, College Savings Plans, Long Term Care Insurance, Stock Market, Economics, Unit Investment Trusts, Personal Financial..., Monetary Policy, Estate Planning, Strategic Financial..., Investments, Wealth Management, Series 7, Retirement
Education
Case Western Reserve University 1984 — 1988
BA, English
Cleveland Heights High School 1983 — 1984
Fagan Communications January 1993 - Present
Frogchildren Studios: an indie comics producer November 2009 - April 2014
Iron Rebel Studios January 2013 - June 2013
Ameriprise November 2001 - May 2009
Amazon.com January 2000 - December 2000
Microsoft 1997 - 2000
Everguard Insurance & Ferguson Insurance January 1995 - December 1996
Simply Seafood Magazine/Waterfront Press 1990 - 1993
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Pensions, ETFs, Portfolio Management, Life Insurance, College Savings Plans, Long Term Care Insurance, Stock Market, Economics, Unit Investment Trusts, Personal Financial..., Monetary Policy, Estate Planning, Strategic Financial..., Investments, Wealth Management, Series 7, Retirement
Education
Case Western Reserve University 1984 — 1988
BA, English
Cleveland Heights High School 1983 — 1984
Sue Piirainen's Ameriprise Experience August 1992 - Present
Job Certified Financial Planner, Financial Advisor with the practice of Kathy Black
Industry Financial Services
Experience
Ameriprise August 1992 - Present
Ameriprise Financial Services, Inc. 1992 - 2011
Education
Grand Valley State University 1979 — 1983
BA, Accounting & Management
Ameriprise August 1992 - Present
Ameriprise Financial Services, Inc. 1992 - 2011
Education
Grand Valley State University 1979 — 1983
BA, Accounting & Management
Mike Haglin's Ameriprise Experience 1995 - 2002
Job Division Vice President at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2008 - Present
Thrivent Financial January 2005 - January 2008
Thrivent FInancial April 2002 - January 2005
Ameriprise 1995 - 2002
Piper Jaffray June 1994 - June 1995
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Accounting and Finance
Thrivent Financial January 2008 - Present
Thrivent Financial January 2005 - January 2008
Thrivent FInancial April 2002 - January 2005
Ameriprise 1995 - 2002
Piper Jaffray June 1994 - June 1995
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Accounting and Finance
Sandra Mevissen's Ameriprise Experience January 2012 - April 2012
Job Project Manager at Target
Industry Retail
Experience
Target May 2012 - October 2012
Ameriprise Financial Service, Inc. January 2012 - April 2012
Ameriprise January 2012 - April 2012
Skills
Project Management, Microsoft Office, Microsoft Excel, Strategic Planning, Change Management, Project Planning, soliciting, confirming,..., resource management and...
Education
Cardinal Stritch University 2000 — 2004
Bachelor of Science, Management
Target May 2012 - October 2012
Ameriprise Financial Service, Inc. January 2012 - April 2012
Ameriprise January 2012 - April 2012
Skills
Project Management, Microsoft Office, Microsoft Excel, Strategic Planning, Change Management, Project Planning, soliciting, confirming,..., resource management and...
Education
Cardinal Stritch University 2000 — 2004
Bachelor of Science, Management
Cecelia Darden's Ameriprise Experience December 1987 - Present
Job CFP, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise December 1987 - Present
Ameriprise Financial Services, Inc. December 1987 - Present
Education
Florida State University
Ameriprise December 1987 - Present
Ameriprise Financial Services, Inc. December 1987 - Present
Education
Florida State University
Chuck Hoerl's Ameriprise Experience August 2007 - April 2012
Job Retired from Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Ameriprise August 2007 - April 2012
Ameriprise Financial July 2005 - August 2007
American Express F September 1995 - July 2005
IDS Financial Advisors August 1991 - September 1995
US Army May 1971 - August 1991
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Financial Advisory, Insurance, Uniform Combined State..., Asset Allocation, Financial Services, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Securities, Small Business, Series 63, Process Improvement
Education
JF Kennedy HS
University of Alaska Fairbanks
Western Michigan University
Business Management
Ameriprise Financial Services, Inc. April 2012 - Present
Ameriprise August 2007 - April 2012
Ameriprise Financial July 2005 - August 2007
American Express F September 1995 - July 2005
IDS Financial Advisors August 1991 - September 1995
US Army May 1971 - August 1991
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Financial Advisory, Insurance, Uniform Combined State..., Asset Allocation, Financial Services, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Securities, Small Business, Series 63, Process Improvement
Education
JF Kennedy HS
University of Alaska Fairbanks
Western Michigan University
Business Management
Ellen Fuentes's Ameriprise Experience August 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise August 1996 - Present
Skills
Customer Service, Management, Banking
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington
Ameriprise August 1996 - Present
Skills
Customer Service, Management, Banking
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington
Tony Marx's Ameriprise Experience 2011 - 2012
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise 2011 - 2012
Education
The George Washington University
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise 2011 - 2012
Education
The George Washington University
Bachelor of Arts (B.A.), Economics
mark shuell's Ameriprise Experience 2011 - 2012
Job Certified Financial Planner, Associate Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise 2011 - 2012
Raymond James Financial Inc. September 1983 - September 2011
Education
Saginaw Valley State University 1975 — 1979
BBA, Accounting
Ameriprise 2011 - 2012
Raymond James Financial Inc. September 1983 - September 2011
Education
Saginaw Valley State University 1975 — 1979
BBA, Accounting
Loretta Muller's Ameriprise Experience November 2005 - March 2006
Job
Industry Banking
Experience
financial and insurance products November 2007 - March 2009
Kishwaukee College January 2007 - August 2007
World Financial Group September 2006 - April 2007
Ameriprise November 2005 - March 2006
Citizens First National Bank January 2001 - December 2004
U.S. Census Bureau October 1999 - August 2000
Education
Northern Illinois University
Master
Northern Illinois University
Bachelor of Science
Illinois Valley Community College
Associate of Arts
financial and insurance products November 2007 - March 2009
Kishwaukee College January 2007 - August 2007
World Financial Group September 2006 - April 2007
Ameriprise November 2005 - March 2006
Citizens First National Bank January 2001 - December 2004
U.S. Census Bureau October 1999 - August 2000
Education
Northern Illinois University
Master
Northern Illinois University
Bachelor of Science
Illinois Valley Community College
Associate of Arts
Jeffrey Strause's Ameriprise Experience October 2007 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
Scott Howard Events October 2011 - June 2013
Incontro August 2011 - June 2013
WADDELL & REED, INC August 2009 - April 2011
Waddell & Reed 2009 - 2011
AMERIPRISE October 2007 - July 2009
Wells Fargo Bank December 2005 - July 2007
Education
The California State University
Bachelor of Science, Business Administration & Marketing
Scott Howard Events October 2011 - June 2013
Incontro August 2011 - June 2013
WADDELL & REED, INC August 2009 - April 2011
Waddell & Reed 2009 - 2011
AMERIPRISE October 2007 - July 2009
Wells Fargo Bank December 2005 - July 2007
Education
The California State University
Bachelor of Science, Business Administration & Marketing
Lisa Chaudoir's Ameriprise Experience December 2006 - December 2008
Job Associate General Counsel at Genworth Financial
Industry Legal Services
Experience
Genworth Financial November 2014 - Present
Ameriprise Financial, Inc. December 2008 - October 2014
Ameriprise December 2006 - December 2008
Lisa Chaudoir, Esq. August 2004 - January 2007
Ameriprise January 2005 - December 2006
Mille Lacs and Scott Counties March 2001 - August 2004
Skills
Comprehensive legal..., Claims, underwriting,..., Corporate governance, Drafting and..., Ensuring marketing..., Regulatory complaints,..., Privacy matters, Demonstrated leader of..., Ability to work with..., Corporate Governance, Legal Assistance, Insurance, Courts, Legal Writing, Estate Planning, Management, Legal Issues, Litigation
Education
Hamline University School of Law 1996 — 1999
Juris Doctor, Law
University of Wisconsin-Green Bay 1989 — 1993
Bachelor of Science (B.S.), Double Major - Psychology and Legal Studies
Genworth Financial November 2014 - Present
Ameriprise Financial, Inc. December 2008 - October 2014
Ameriprise December 2006 - December 2008
Lisa Chaudoir, Esq. August 2004 - January 2007
Ameriprise January 2005 - December 2006
Mille Lacs and Scott Counties March 2001 - August 2004
Skills
Comprehensive legal..., Claims, underwriting,..., Corporate governance, Drafting and..., Ensuring marketing..., Regulatory complaints,..., Privacy matters, Demonstrated leader of..., Ability to work with..., Corporate Governance, Legal Assistance, Insurance, Courts, Legal Writing, Estate Planning, Management, Legal Issues, Litigation
Education
Hamline University School of Law 1996 — 1999
Juris Doctor, Law
University of Wisconsin-Green Bay 1989 — 1993
Bachelor of Science (B.S.), Double Major - Psychology and Legal Studies
Scott Cohn's Ameriprise Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise 2012 - Present
JPMorgan Chase June 2010 - August 2011
Wells Fargo October 2006 - May 2010
Education
California State University-Northridge 2011 — 2013
Master of Business Administration (M.B.A.), Management
California State University-Northridge 2002 — 2006
Bachelor of Science (B.S.), Finance, Real Estate, Business Law
Ameriprise 2012 - Present
JPMorgan Chase June 2010 - August 2011
Wells Fargo October 2006 - May 2010
Education
California State University-Northridge 2011 — 2013
Master of Business Administration (M.B.A.), Management
California State University-Northridge 2002 — 2006
Bachelor of Science (B.S.), Finance, Real Estate, Business Law
Heather Hughey's Ameriprise Experience September 2014 - April 2015
Job Client Service Specialist at Ameriprise Financial
Industry Financial Services
Experience
SanMar May 2015 - Present
Ameriprise September 2014 - April 2015
Washington Federal August 2013 - September 2014
Ameriprise Financial Services, Inc. August 2006 - August 2013
Skills
Office Management
Education
Olympic College 2004 — 2005
SanMar May 2015 - Present
Ameriprise September 2014 - April 2015
Washington Federal August 2013 - September 2014
Ameriprise Financial Services, Inc. August 2006 - August 2013
Skills
Office Management
Education
Olympic College 2004 — 2005
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.