Ameriprise Advisor Services, Inc.
Industry: Company
DescriptionHeadquarters: Detroit, MI Founded: 1971 Parent organization: Ameriprise Financial Subsidiary: Ameriprise Insurance Agency of Massachusetts Inc
Ameriprise Advisor Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Advisor Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ameriprise Advisor Services, Inc. Employees
Employee
Years
Job
Industry
Sandy Good Sandy Good's Ameriprise Advisor Services, Inc. Experience Project Leader - ITDetroit Newspaper Association1996 - 1999
Job Director Application Development at Ameriprise Advisor Services Inc
Industry Financial Services
Experience
Ameriprise Advisor Services Inc Project Leader - ITDetroit Newspaper Association1996 - 1999
Education
University of Michigan-Dearborn 1989 — 1991
BSA, Finance
Ameriprise Advisor Services Inc Project Leader - ITDetroit Newspaper Association1996 - 1999
Education
University of Michigan-Dearborn 1989 — 1991
BSA, Finance
Steve Belloli Steve Belloli's Ameriprise Advisor Services, Inc. Experience November 2008 - February 2010
Job Founding Partner at Upstream Investment Partners
Industry Financial Services
Experience
Upstream Investment Partners January 2010 - Present
Ameriprise Advisor Services, Inc. November 2008 - February 2010
H & R Block Financial Advisors 1999 - 2008
Education
Michigan State University 1988 — 1992
BS in Financial Administration
Upstream Investment Partners January 2010 - Present
Ameriprise Advisor Services, Inc. November 2008 - February 2010
H & R Block Financial Advisors 1999 - 2008
Education
Michigan State University 1988 — 1992
BS in Financial Administration
Frederick G. Heimrod Frederick G. Heimrod's Ameriprise Advisor Services, Inc. Experience December 2008 - October 2009
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. October 2009 - October 2012
Ameriprise Advisor Services Inc. December 2008 - October 2009
H & R Block Financial Services May 2004 - December 2008
H & R Block Financial Advisors January 2001 - January 2004
H & R Block Financial Advisors January 2000 - January 2001
H & R Block Financial Advisors December 1999 - January 2000
Olde Financial Corporation August 1991 - December 1999
Skills
Retirement Planning, Series 7, Mutual Funds, Finance, Financial Planning, Wealth Management, Leadership, Estate Planning, Series 63, Investments
Education
University of Nebraska at Omaha 1986 — 1988
BBA with a, Finance
Westside High School 1973 — 1976
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. October 2009 - October 2012
Ameriprise Advisor Services Inc. December 2008 - October 2009
H & R Block Financial Services May 2004 - December 2008
H & R Block Financial Advisors January 2001 - January 2004
H & R Block Financial Advisors January 2000 - January 2001
H & R Block Financial Advisors December 1999 - January 2000
Olde Financial Corporation August 1991 - December 1999
Skills
Retirement Planning, Series 7, Mutual Funds, Finance, Financial Planning, Wealth Management, Leadership, Estate Planning, Series 63, Investments
Education
University of Nebraska at Omaha 1986 — 1988
BBA with a, Finance
Westside High School 1973 — 1976
Bruce Sellars Bruce Sellars's Ameriprise Advisor Services, Inc. Experience September 2006 - December 2009
Job Vice President Compliance at Comerica Securities
Industry Financial Services
Experience
Comerica Securities October 2013 - Present
Comerica Securities March 2013 - October 2013
Comerica Securities February 2011 - March 2013
Ameriprise Financial Services, Inc. December 2009 - December 2010
Ameriprise Advisor Services, Inc. September 2006 - December 2009
Ameriprise Advisor Services, Inc. February 2005 - September 2006
Ameriprise Advisor Services, Inc. December 2002 - February 2005
Ameriprise Advisor Services, Inc. January 1996 - December 2002
Ameriprise Advisor Services, Inc. January 1994 - December 1995
Ameriprise Advisor Services, Inc. September 1990 - December 1993
Education
Hillsdale College
Comerica Securities October 2013 - Present
Comerica Securities March 2013 - October 2013
Comerica Securities February 2011 - March 2013
Ameriprise Financial Services, Inc. December 2009 - December 2010
Ameriprise Advisor Services, Inc. September 2006 - December 2009
Ameriprise Advisor Services, Inc. February 2005 - September 2006
Ameriprise Advisor Services, Inc. December 2002 - February 2005
Ameriprise Advisor Services, Inc. January 1996 - December 2002
Ameriprise Advisor Services, Inc. January 1994 - December 1995
Ameriprise Advisor Services, Inc. September 1990 - December 1993
Education
Hillsdale College
Shannon Southway Shannon Southway's Ameriprise Advisor Services, Inc. Experience November 2007 - December 2009
Job Principle Revenue Cycle Consultant at Henry Ford Health System
Industry Financial Services
Experience
Henry Ford Health System February 2014 - Present
Henry Ford Health System December 2011 - November 2013
Henry Ford Health System November 2009 - December 2011
Ameriprise Advisor Services, Inc. November 2007 - December 2009
Ameriprise Financial 2007 - 2009
E-Integration, Inc. April 2002 - October 2007
Internet Operations Center, Inc. February 1999 - February 2001
Skills
Healthcare Information..., Process Improvement, Healthcare, Hospitals, Visio, HIPAA, Healthcare Management, Business Analysis, SDLC, Vendor Management, Quality Assurance, Data Analysis, Integration, Access, Change Management, ITIL, Insurance, Leadership, PMP, Program Management, Requirements Gathering, Six Sigma
Education
Michigan State University 2015 — 2017
Broad College of Business, Executive MBA
Michigan State University 1991 — 1995
B.S., Art & Letters
Henry Ford Health System February 2014 - Present
Henry Ford Health System December 2011 - November 2013
Henry Ford Health System November 2009 - December 2011
Ameriprise Advisor Services, Inc. November 2007 - December 2009
Ameriprise Financial 2007 - 2009
E-Integration, Inc. April 2002 - October 2007
Internet Operations Center, Inc. February 1999 - February 2001
Skills
Healthcare Information..., Process Improvement, Healthcare, Hospitals, Visio, HIPAA, Healthcare Management, Business Analysis, SDLC, Vendor Management, Quality Assurance, Data Analysis, Integration, Access, Change Management, ITIL, Insurance, Leadership, PMP, Program Management, Requirements Gathering, Six Sigma
Education
Michigan State University 2015 — 2017
Broad College of Business, Executive MBA
Michigan State University 1991 — 1995
B.S., Art & Letters
Dan Schultz, CFP®, CDFA™, CRPC®, APMA® Dan Schultz, CFP®, CDFA™, CRPC®, APMA®'s Ameriprise Advisor Services, Inc. Experience July 2004 - October 2009
Job Private Wealth Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2009 - Present
The Referral Partnership 2012 - 2013
Ameriprise Advisor Services, Inc July 2004 - October 2009
Raymond James Financial Services, Inc. June 2002 - June 2004
Morgan Stanley DW, INC May 2001 - June 2002
Winning on Wall Street May 1998 - June 2000
Education
State University of New York at Albany 1994 — 1998
Ameriprise Financial October 2009 - Present
The Referral Partnership 2012 - 2013
Ameriprise Advisor Services, Inc July 2004 - October 2009
Raymond James Financial Services, Inc. June 2002 - June 2004
Morgan Stanley DW, INC May 2001 - June 2002
Winning on Wall Street May 1998 - June 2000
Education
State University of New York at Albany 1994 — 1998
Jennifer McCallion Jennifer McCallion's Ameriprise Advisor Services, Inc. Experience 2008 - 2009
Job Treasury Analyst at Ameriprise Advisor Services, Inc
Industry Financial Services
Experience
Ameriprise Advisor Service, Inc October 2008 - 2009
Ameriprise Advisor Services, Inc. 2008 - 2009
H&R Block Financial Advisors 2001 - 2008
Olde Discount Brokerage 1996 - 2001
Olde Discount 1996 - 1998
Education
Eastern Michigan University
BA, Accounting
Ameriprise Advisor Service, Inc October 2008 - 2009
Ameriprise Advisor Services, Inc. 2008 - 2009
H&R Block Financial Advisors 2001 - 2008
Olde Discount Brokerage 1996 - 2001
Olde Discount 1996 - 1998
Education
Eastern Michigan University
BA, Accounting
Letoya Abney Letoya Abney's Ameriprise Advisor Services, Inc. Experience December 2000 - October 2009
Job Corporate Action Associate III
Industry Financial Services
Experience
Raymond James August 2010 - Present
Ameriprise Advisor Services Inc. December 2000 - October 2009
H&R Block November 2008 - February 2009
JPMorgan Chase March 1996 - September 1999
Skills
Financial Analysis, Mutual Funds, Accounting, Strategic Financial..., Customer Service, Cash Management, Leadership, Invoicing, Account Reconciliation, Credit, General Ledger, Accounts Payable, Outlook, Data Entry, 10 Key, Microsoft Excel, Accounts Receivable, Employee Training, Financial Planners, Foreign Exchange, Foreign Currency, Dividends, Corporate Actions, Problem Analysis, Problem Solving, Billing Process, SAP R/3, SIS, AS400 system, DTC, XSP, Swift Alliance, Vision
Education
Central Michigan University 2015 — 2017
Master's degree, Business Administration and Management, General
Davenport University 1992 — 1997
Bachelor of Business Administration, Accounting
Raymond James August 2010 - Present
Ameriprise Advisor Services Inc. December 2000 - October 2009
H&R Block November 2008 - February 2009
JPMorgan Chase March 1996 - September 1999
Skills
Financial Analysis, Mutual Funds, Accounting, Strategic Financial..., Customer Service, Cash Management, Leadership, Invoicing, Account Reconciliation, Credit, General Ledger, Accounts Payable, Outlook, Data Entry, 10 Key, Microsoft Excel, Accounts Receivable, Employee Training, Financial Planners, Foreign Exchange, Foreign Currency, Dividends, Corporate Actions, Problem Analysis, Problem Solving, Billing Process, SAP R/3, SIS, AS400 system, DTC, XSP, Swift Alliance, Vision
Education
Central Michigan University 2015 — 2017
Master's degree, Business Administration and Management, General
Davenport University 1992 — 1997
Bachelor of Business Administration, Accounting
Robert A. Goodwin Robert A. Goodwin's Ameriprise Advisor Services, Inc. Experience November 2008 - January 2012
Job First VicePresident and Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2012 - Present
Ameriprise Advisor Services Inc. November 2008 - January 2012
H&R Block Financial Advisors November 2004 - November 2008
Oppenheimer & Co., Inc. September 1996 - November 2004
Principal Financial Securities April 1991 - September 1996
Prudential Securities February 1981 - April 1991
Skills
Portfolio Management, Retirement Planning, Estate Planning, Technical Analysis
Education
The College for Financial Planning 2011 — 2011
APMA, Accredited Portfolio Management Advisor, Portfolio Management and Construction
The College for Financial Planning 1996 — 1996
AAMS, Accredited Asset Management Specialist, Asset Management
Mercer University 1970 — 1974
B.A., Philosophy
RBC Wealth Management January 2012 - Present
Ameriprise Advisor Services Inc. November 2008 - January 2012
H&R Block Financial Advisors November 2004 - November 2008
Oppenheimer & Co., Inc. September 1996 - November 2004
Principal Financial Securities April 1991 - September 1996
Prudential Securities February 1981 - April 1991
Skills
Portfolio Management, Retirement Planning, Estate Planning, Technical Analysis
Education
The College for Financial Planning 2011 — 2011
APMA, Accredited Portfolio Management Advisor, Portfolio Management and Construction
The College for Financial Planning 1996 — 1996
AAMS, Accredited Asset Management Specialist, Asset Management
Mercer University 1970 — 1974
B.A., Philosophy
Gerry Kostuk Gerry Kostuk's Ameriprise Advisor Services, Inc. Experience September 2006 - Present
Job Complex Director / Associate Vice President at Ameriprise Advisor Services, Inc.
Industry Financial Services
Experience
Ameriprise Advisor Services, Inc. September 2006 - Present
Wayne Hummer Invstments 2003 - 2006
Raymond James January 1998 - May 2003
Principal Financial Group 1994 - 1998
Skills
More than 35 years..., Series 7, 8, 9, 24, 33,...
Education
Columbia University - Columbia Business School
Master's Degree, Business Sales Management
Fairleigh Dickinson University 1973 — 1977
Bach. Sci., Biology
Ameriprise Advisor Services, Inc. September 2006 - Present
Wayne Hummer Invstments 2003 - 2006
Raymond James January 1998 - May 2003
Principal Financial Group 1994 - 1998
Skills
More than 35 years..., Series 7, 8, 9, 24, 33,...
Education
Columbia University - Columbia Business School
Master's Degree, Business Sales Management
Fairleigh Dickinson University 1973 — 1977
Bach. Sci., Biology
Richard Dunn, AIF®, AAMS® Richard Dunn, AIF®, AAMS®'s Ameriprise Advisor Services, Inc. Experience January 2009 - February 2011
Job Principal at Dunncreek Advisors
Industry Financial Services
Experience
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Advisor Services Inc. January 2009 - February 2011
Edward Jones January 2002 - January 2009
Charleston Orwig October 2000 - December 2001
Dunncreek Communications June 1994 - September 2000
John Volk Company January 1989 - December 1993
The Fertilizer Institute June 1986 - October 1988
Miller Meester Advertising June 1985 - June 1986
U.S. Ag Communicators Congress 1984 - 1984
Skills
Wealth Management, Asset Allocation, Retirement, Strategic Planning, Strategic Financial..., Public Speaking, Budget, Investments, Financial Analysis, Retirement Planning
Education
University of Illinois at Urbana-Champaign 1980 — 1985
Bachelor of Science, Agriculture
Newark Community High School, Newark, Illinois 1976 — 1980
High School Graduate
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Advisor Services Inc. January 2009 - February 2011
Edward Jones January 2002 - January 2009
Charleston Orwig October 2000 - December 2001
Dunncreek Communications June 1994 - September 2000
John Volk Company January 1989 - December 1993
The Fertilizer Institute June 1986 - October 1988
Miller Meester Advertising June 1985 - June 1986
U.S. Ag Communicators Congress 1984 - 1984
Skills
Wealth Management, Asset Allocation, Retirement, Strategic Planning, Strategic Financial..., Public Speaking, Budget, Investments, Financial Analysis, Retirement Planning
Education
University of Illinois at Urbana-Champaign 1980 — 1985
Bachelor of Science, Agriculture
Newark Community High School, Newark, Illinois 1976 — 1980
High School Graduate
Anthony Michewicz Anthony Michewicz's Ameriprise Advisor Services, Inc. Experience November 2008 - April 2010
Job Disaster Recovery Coordinator at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Lyle Schonberger Lyle Schonberger's Ameriprise Advisor Services, Inc. Experience November 2008 - October 2009
Job Vice President Investment Research Group, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors, Inc. October 2000 - October 2008
Olde Asset Management October 2000 - October 2001
H&R Block Financial Advisors, Inc. January 2000 - October 2000
Olde Discount Stockbrokers January 1999 - December 1999
Olde Discount Stockbrokers January 1994 - December 1998
Skills
Investment/Product Due..., FINRA Rule 2711..., Model Portfolio..., Strategic Planning and..., Team Leadership and..., Employee Development, Equities, Leadership, Due Diligence, Valuation, Investment Management, Portfolio Management, Alternative Investments, FINRA, Mutual Funds, Management, Strategy, Investments, Asset Allocation, Investment Advisory, Training, Recruiting, Fixed Income, Securities, Equity Research, Asset Management, ETFs, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Series 24, Insurance, Series 7, Strategic Financial..., Bonds, Series 63
Education
Drexel University - LeBow College of Business 1991 — 1993
MBA, Dual Degree in Finance & International Business
Austin College 1987 — 1991
B.A., Business
Coronado High School 1984 — 1987
Diploma
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors, Inc. October 2000 - October 2008
Olde Asset Management October 2000 - October 2001
H&R Block Financial Advisors, Inc. January 2000 - October 2000
Olde Discount Stockbrokers January 1999 - December 1999
Olde Discount Stockbrokers January 1994 - December 1998
Skills
Investment/Product Due..., FINRA Rule 2711..., Model Portfolio..., Strategic Planning and..., Team Leadership and..., Employee Development, Equities, Leadership, Due Diligence, Valuation, Investment Management, Portfolio Management, Alternative Investments, FINRA, Mutual Funds, Management, Strategy, Investments, Asset Allocation, Investment Advisory, Training, Recruiting, Fixed Income, Securities, Equity Research, Asset Management, ETFs, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Series 24, Insurance, Series 7, Strategic Financial..., Bonds, Series 63
Education
Drexel University - LeBow College of Business 1991 — 1993
MBA, Dual Degree in Finance & International Business
Austin College 1987 — 1991
B.A., Business
Coronado High School 1984 — 1987
Diploma
Beth Strauss Beth Strauss's Ameriprise Advisor Services, Inc. Experience November 2008 - October 2009
Job VP Senior Communications Manager KeyBank
Industry Financial Services
Experience
KeyBank February 2011 - Present
Polestar Communications November 2009 - January 2011
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors January 2006 - October 2008
ING Advisors Network 1993 - 2001
Skills
Strategic Communications, Internal Communications, Public Relations, Change Management, Communications Planning, Marketing Strategy, Social Media, Financial Services, Project Management, Strategic Planning, Management, Team Building, Strategy, Email Marketing, Mergers & Acquisitions, Integration, Marketing, Communication Training, Sales, Integrated Marketing, Leadership, Corporate Communications, Finance, Crisis Communications, Marketing Communications, Direct Marketing, Media Relations, Newsletters
Education
Kent State University 1988 — 1991
BFA, Journalism with a minor in history
KeyBank February 2011 - Present
Polestar Communications November 2009 - January 2011
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors January 2006 - October 2008
ING Advisors Network 1993 - 2001
Skills
Strategic Communications, Internal Communications, Public Relations, Change Management, Communications Planning, Marketing Strategy, Social Media, Financial Services, Project Management, Strategic Planning, Management, Team Building, Strategy, Email Marketing, Mergers & Acquisitions, Integration, Marketing, Communication Training, Sales, Integrated Marketing, Leadership, Corporate Communications, Finance, Crisis Communications, Marketing Communications, Direct Marketing, Media Relations, Newsletters
Education
Kent State University 1988 — 1991
BFA, Journalism with a minor in history
Edward Eubank's Ameriprise Advisor Services, Inc. Experience April 2000 - January 2010
Job Branch Operations Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. July 2013 - May 2014
Raymond James Financial Inc. December 2010 - July 2013
Ameriprise Financial, Inc. August 2010 - December 2010
Ameriprise Advisor Services, Inc. April 2000 - January 2010
H & R Block Financial Advisors, Inc. April 2000 - May 2004
Skills
Options, Alternative Investments, Asset Allocation, Investment Advisory, Management, Training, Series 7, Securities, Mutual Funds, Series 63, Investments, Currency, Sales, Wealth Management, Equities, FINRA Series 7, 65, 24,...
Education
Lawrence Technological University 1994 — 2000
Business/Accounting
Regulatory
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. July 2013 - May 2014
Raymond James Financial Inc. December 2010 - July 2013
Ameriprise Financial, Inc. August 2010 - December 2010
Ameriprise Advisor Services, Inc. April 2000 - January 2010
H & R Block Financial Advisors, Inc. April 2000 - May 2004
Skills
Options, Alternative Investments, Asset Allocation, Investment Advisory, Management, Training, Series 7, Securities, Mutual Funds, Series 63, Investments, Currency, Sales, Wealth Management, Equities, FINRA Series 7, 65, 24,...
Education
Lawrence Technological University 1994 — 2000
Business/Accounting
Regulatory
Todd Petrocella's Ameriprise Advisor Services, Inc. Experience June 2009 - October 2009
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial, Inc. October 2009 - July 2012
Ameriprise Advisor Services, Inc. June 2009 - October 2009
H&R Block Financial Advisors / Ameriprise Advisor Services, Inc. October 2006 - June 2009
H&R Block Financial Advisors October 2001 - September 2006
H&R Block Financial Advisors January 2000 - September 2001
Skills
Compliance, Financial Advisory, Series 7, Series 24, Series 63, Customer Relations, Risk Management, Customer Service, Finance, Financial Services, Investments, Bonds, Stocks, Equities, Fixed Income, Mutual Funds, Securities, Trading, Investment Advisory, FINRA, Insurance, Retirement Planning
Education
Michigan State University College of Law 1996 — 1998
Michigan State University 1991 — 1996
Bachelor of Arts, Political Science Pre Law
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial, Inc. October 2009 - July 2012
Ameriprise Advisor Services, Inc. June 2009 - October 2009
H&R Block Financial Advisors / Ameriprise Advisor Services, Inc. October 2006 - June 2009
H&R Block Financial Advisors October 2001 - September 2006
H&R Block Financial Advisors January 2000 - September 2001
Skills
Compliance, Financial Advisory, Series 7, Series 24, Series 63, Customer Relations, Risk Management, Customer Service, Finance, Financial Services, Investments, Bonds, Stocks, Equities, Fixed Income, Mutual Funds, Securities, Trading, Investment Advisory, FINRA, Insurance, Retirement Planning
Education
Michigan State University College of Law 1996 — 1998
Michigan State University 1991 — 1996
Bachelor of Arts, Political Science Pre Law
Matt Koellner, CFA's Ameriprise Advisor Services, Inc. Experience 1994 - August 2002
Job Experienced investment professional
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. August 2002 - October 2011
Ameriprise Advisor Services, Inc 1994 - August 2002
Skills
Portfolio Management, Investments, Equities, Equity Research, Securities, Valuation
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
Masters of Business Administration (MBA), Finance, General
University of Notre Dame
BBA, Finance
Ameriprise Financial Services, Inc. August 2002 - October 2011
Ameriprise Advisor Services, Inc 1994 - August 2002
Skills
Portfolio Management, Investments, Equities, Equity Research, Securities, Valuation
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
Masters of Business Administration (MBA), Finance, General
University of Notre Dame
BBA, Finance
Mary R Chambers's Ameriprise Advisor Services, Inc. Experience December 2004 - Present
Job Director of Wealth Planning at H&R Block Financial Advisors
Industry Financial Services
Experience
Ameriprise Advisor Services, Inc. December 2004 - Present
Ameriprise Advisor Services formerly H&R Block Financial Advisors 2004 - Present
Bank Leumi August 2002 - December 2004
Merrill Lynch November 1989 - July 2002
IDS/American Express May 1982 - March 1989
Education
Rivier College 1979 — 1981
MBA, Management
University of Massachusetts, Amherst 1964 — 1968
BS, Education
Ameriprise Advisor Services, Inc. December 2004 - Present
Ameriprise Advisor Services formerly H&R Block Financial Advisors 2004 - Present
Bank Leumi August 2002 - December 2004
Merrill Lynch November 1989 - July 2002
IDS/American Express May 1982 - March 1989
Education
Rivier College 1979 — 1981
MBA, Management
University of Massachusetts, Amherst 1964 — 1968
BS, Education
Teri Prause's Ameriprise Advisor Services, Inc. Experience July 1999 - October 2009
Job Corporate RP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services Inc July 1999 - October 2009
Skills
Mutual Funds, Insurance, Series 7, Equities, Customer Service, Microsoft Office, Uniform Combined State..., Securities, Fixed Income, Leadership
Education
Saginaw Valley State University - College of Business and Management 1995 — 1999
BBA, Finance
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services Inc July 1999 - October 2009
Skills
Mutual Funds, Insurance, Series 7, Equities, Customer Service, Microsoft Office, Uniform Combined State..., Securities, Fixed Income, Leadership
Education
Saginaw Valley State University - College of Business and Management 1995 — 1999
BBA, Finance
Richard Hollingsworth's Ameriprise Advisor Services, Inc. Experience October 2000 - October 2009
Job Relationship Manager at Sungard Wall Street Concepts
Industry Financial Services
Experience
Sungard Wall Street Concepts April 2011 - Present
Jeffries & Company, Inc October 2009 - April 2011
Ameriprise Advisor Services, Inc October 2000 - October 2009
H&R Block Financial Advisors 2000 - 2009
Merrill Lynch 1976 - 1982
Skills
Management, Fixed Income, Tax Reporting, Accounting, Tax, Financial Services, Securities, Equities, Investments, Financial Statements, Finance, Corporate Actions, Mutual Funds, Strategic Financial..., Asset Management, Wealth Management, Cash Management, Series 7
Education
Indiana University - Kelley School of Business 1975 — 1976
MBA, Finance
Purdue University 1969 — 1973
BS, Business Economics
Sungard Wall Street Concepts April 2011 - Present
Jeffries & Company, Inc October 2009 - April 2011
Ameriprise Advisor Services, Inc October 2000 - October 2009
H&R Block Financial Advisors 2000 - 2009
Merrill Lynch 1976 - 1982
Skills
Management, Fixed Income, Tax Reporting, Accounting, Tax, Financial Services, Securities, Equities, Investments, Financial Statements, Finance, Corporate Actions, Mutual Funds, Strategic Financial..., Asset Management, Wealth Management, Cash Management, Series 7
Education
Indiana University - Kelley School of Business 1975 — 1976
MBA, Finance
Purdue University 1969 — 1973
BS, Business Economics
Brian Tingley's Ameriprise Advisor Services, Inc. Experience July 2009 - October 2009
Job Manager Process and Tool Training at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial October 2009 - April 2013
Ameriprise Advisor Services, Inc. July 2009 - October 2009
H&R Block Financial Advisors 2007 - November 2008
H&R Block Financial Advisors 2005 - 2007
H&R Block Financial Advisors 2002 - 2005
OLDE Discount Stockbrokers 1997 - 2000
Education
Michigan State University 1995 — 1997
B.A., Accounting
Michigan Technological University 1992 — 1994
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial October 2009 - April 2013
Ameriprise Advisor Services, Inc. July 2009 - October 2009
H&R Block Financial Advisors 2007 - November 2008
H&R Block Financial Advisors 2005 - 2007
H&R Block Financial Advisors 2002 - 2005
OLDE Discount Stockbrokers 1997 - 2000
Education
Michigan State University 1995 — 1997
B.A., Accounting
Michigan Technological University 1992 — 1994
Cheri Wiener's Ameriprise Advisor Services, Inc. Experience 1999 - 2009
Job Sales Supervision Manager at Ameriprise Financial
Industry Legal Services
Experience
Ameriprise Financial May 2010 - Present
Ameriprise Financial October 2005 - October 2009
Ameriprise Advisor Services Inc 1999 - 2009
Ameriprise Advisor Services (formerly H&R Block Finl Advisors) November 2002 - October 2005
H&R Block Financial Advisors April 1999 - November 2002
Spar Marketing Force May 1995 - November 1999
Detroit Edison March 1998 - April 1999
NBD Bank November 1984 - October 1997
Skills
Securities, Alternative Investments, Investment Advisory, Financial Services, PowerPoint, Due Diligence, Analysis, Access, Investments, Wealth Management, Series 63, Portfolio Management, Finance, Strategic Financial..., Outlook, Customer Service, Disaster Recovery, Accounting, Credit, Management, Trading, Microsoft Excel, Internal Audit, Bonds, Microsoft Word, Research, Software Documentation, Retirement Planning, Process Improvement, Series 7, Program Management, FINRA, Sales, Mutual Funds
Education
Oakland Community College 1981 — 2011
Associates, Administration
Walsh College
MS, Management
Walsh College
Master of Science, International Management
Central Michigan University
BSA, Business
Central Michigan University
Bachelor of Science, Organization Administration
Ameriprise Financial May 2010 - Present
Ameriprise Financial October 2005 - October 2009
Ameriprise Advisor Services Inc 1999 - 2009
Ameriprise Advisor Services (formerly H&R Block Finl Advisors) November 2002 - October 2005
H&R Block Financial Advisors April 1999 - November 2002
Spar Marketing Force May 1995 - November 1999
Detroit Edison March 1998 - April 1999
NBD Bank November 1984 - October 1997
Skills
Securities, Alternative Investments, Investment Advisory, Financial Services, PowerPoint, Due Diligence, Analysis, Access, Investments, Wealth Management, Series 63, Portfolio Management, Finance, Strategic Financial..., Outlook, Customer Service, Disaster Recovery, Accounting, Credit, Management, Trading, Microsoft Excel, Internal Audit, Bonds, Microsoft Word, Research, Software Documentation, Retirement Planning, Process Improvement, Series 7, Program Management, FINRA, Sales, Mutual Funds
Education
Oakland Community College 1981 — 2011
Associates, Administration
Walsh College
MS, Management
Walsh College
Master of Science, International Management
Central Michigan University
BSA, Business
Central Michigan University
Bachelor of Science, Organization Administration
Patti Gadwell's Ameriprise Advisor Services, Inc. Experience September 2007 - October 2009
Job Quicken Loans Disbursement Team Leader at Title Source
Industry Financial Services
Experience
Title Source March 2011 - Present
Raymond James November 2009 - March 2010
Ameriprise Advisor Services, Inc. September 2007 - October 2009
Skills
Real Estate, Microsoft Excel, Customer Service, Mortgage Lending, Microsoft Office, Process Improvement, Refinance, Outlook, Banking, Access, Financial Services, Finance, Financial Analysis
Education
University of Michigan-Dearborn 2004 — 2006
Schoolcraft College 2002 — 2004
Title Source March 2011 - Present
Raymond James November 2009 - March 2010
Ameriprise Advisor Services, Inc. September 2007 - October 2009
Skills
Real Estate, Microsoft Excel, Customer Service, Mortgage Lending, Microsoft Office, Process Improvement, Refinance, Outlook, Banking, Access, Financial Services, Finance, Financial Analysis
Education
University of Michigan-Dearborn 2004 — 2006
Schoolcraft College 2002 — 2004
Gino Pittiglio's Ameriprise Advisor Services, Inc. Experience August 2005 - October 2009
Job Supervisor, Finance & Accounting, Blue Care Network
Industry Accounting
Experience
Blue Care Network March 2010 - Present
AMERIPRISE ADVISOR SERVICES, INC August 2005 - October 2009
Kmart Corporation September 1995 - August 2005
BANK OF AMERICA (Formerly LaSalle and Michigan National Bank) August 1992 - May 1995
Skills
Financial Analysis, PeopleSoft
Education
Davenport University
Bachelor of Business Administration, Accounting
Blue Care Network March 2010 - Present
AMERIPRISE ADVISOR SERVICES, INC August 2005 - October 2009
Kmart Corporation September 1995 - August 2005
BANK OF AMERICA (Formerly LaSalle and Michigan National Bank) August 1992 - May 1995
Skills
Financial Analysis, PeopleSoft
Education
Davenport University
Bachelor of Business Administration, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY