Ameriprise Bank FSB
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Ameriprise Bank FSB Employees
Employee
Years
Job
Industry
Leesa Gilliam Leesa Gilliam's Ameriprise Bank FSB Experience October 2006 - July 2013
Job Vice President and Wealth Advisor at BMO Private Bank
Industry Banking
Experience
BMO Private Bank January 2014 - Present
Ameriprise Bank, FSB October 2006 - July 2013
Associated Bank August 2003 - October 2006
RBC Dain Rauscher May 2000 - August 2003
US Bank August 1985 - May 2000
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Financial Analysis, Strategy, Management, Estate Planning, Leadership, Asset Allocation, Investment Advisory, Series 63, Financial Services, Financial Planning
Education
Metropolitan State University
BA, Business Communication
BMO Private Bank January 2014 - Present
Ameriprise Bank, FSB October 2006 - July 2013
Associated Bank August 2003 - October 2006
RBC Dain Rauscher May 2000 - August 2003
US Bank August 1985 - May 2000
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Financial Analysis, Strategy, Management, Estate Planning, Leadership, Asset Allocation, Investment Advisory, Series 63, Financial Services, Financial Planning
Education
Metropolitan State University
BA, Business Communication
Jill Randel Jill Randel's Ameriprise Bank FSB Experience July 2010 - July 2011
Job Financial services professional
Industry Financial Services
Experience
Gaulden & Associates, Ameriprise Financial March 2012 - Present
Ameriprise Bank, FSB July 2010 - July 2011
Ameriprise Bank, FSB January 2008 - July 2010
Ameriprise Financial Services, Inc. October 2006 - January 2008
Ameripirse Financial, Inc. January 2005 - October 2006
RBC Dain Rauscher February 2002 - January 2005
U.S. Bancorp Investments August 2000 - May 2001
U.S. Bancorp Piper Jaffray March 1999 - August 2000
Morgan Stanley June 1998 - March 1999
Education
University of Minnesota-Twin Cities
Gaulden & Associates, Ameriprise Financial March 2012 - Present
Ameriprise Bank, FSB July 2010 - July 2011
Ameriprise Bank, FSB January 2008 - July 2010
Ameriprise Financial Services, Inc. October 2006 - January 2008
Ameripirse Financial, Inc. January 2005 - October 2006
RBC Dain Rauscher February 2002 - January 2005
U.S. Bancorp Investments August 2000 - May 2001
U.S. Bancorp Piper Jaffray March 1999 - August 2000
Morgan Stanley June 1998 - March 1999
Education
University of Minnesota-Twin Cities
Joanna Dobberstein Joanna Dobberstein's Ameriprise Bank FSB Experience 2006 - 2007
Job Marketing SpecialistTraining and Communications at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Marketing and Communications ManagerAmeriprise Financial1994 - Present
Ameriprise Financial Services 2006 - 2009
Ameriprise Bank, FSB 2006 - 2007
Skills
Marketing, Marketing Communications, Internal Communications, Financial Services, Leadership, Training, Captivate
Education
Northern Michigan University 1987 — 1992
Ameriprise Financial Marketing and Communications ManagerAmeriprise Financial1994 - Present
Ameriprise Financial Services 2006 - 2009
Ameriprise Bank, FSB 2006 - 2007
Skills
Marketing, Marketing Communications, Internal Communications, Financial Services, Leadership, Training, Captivate
Education
Northern Michigan University 1987 — 1992
Eric Segal Eric Segal's Ameriprise Bank FSB Experience September 2005 - April 2007
Job Managing Director & Head of Banking and Financial Institutions Group at CFO Consulting Partners LLC
Industry Financial Services
Experience
CFO Consulting Partners LLC April 2009 - Present
Orrstown Bank September 2013 - Present
Hedge Fund/Family Office, A Client of CFO Consulting Partners May 2014 - June 2014
$600 Million Community Bank, A Client of CFO Consulting Partners January 2014 - April 2014
$600 Million Private Bank, A Client of CFO Consulting Partners July 2012 - April 2013
$1.3 Billion Community Bank, A Client of CFO Consulting Partners April 2012 - August 2012
$1.8 Billion Community Bank, A Client of CFO Consulting Partners July 2011 - March 2012
First National Bank of Chester County, A Client of CFO Consulting Partners 2010 - 2011
Spencer Savings Bank April 2007 - April 2008
Ameriprise Bank, FSB September 2005 - April 2007
Skills
Banking, Insurance, Team Building, New Business Development, Financial Analysis, Regulatory Affairs, Financial Reporting, Financial Modeling, SEC reporting, Financial Systems, Financial Services, Asset/Liability..., Investment Analysis, Strategic Planning, Capital Planning, Management Consulting, SEC filings, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Business Strategy, Credit, Corporate Finance, ALM, Executive Management, Forecasting, Portfolio Management, Outsourcing, Capital Budgeting, Investments, Risk Management, Credit Analysis, Credit Risk, Strategic Financial..., Leadership, Loans, Asset Management, Fixed Income, Hedge Funds, Cash Management, Capital Markets, Treasury Management, Management, Financial Risk, Restructuring, Internal Controls, Internal Audit, Private Equity, Managerial Finance
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
Carnegie Mellon University 1975 — 1980
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
CFO Consulting Partners LLC April 2009 - Present
Orrstown Bank September 2013 - Present
Hedge Fund/Family Office, A Client of CFO Consulting Partners May 2014 - June 2014
$600 Million Community Bank, A Client of CFO Consulting Partners January 2014 - April 2014
$600 Million Private Bank, A Client of CFO Consulting Partners July 2012 - April 2013
$1.3 Billion Community Bank, A Client of CFO Consulting Partners April 2012 - August 2012
$1.8 Billion Community Bank, A Client of CFO Consulting Partners July 2011 - March 2012
First National Bank of Chester County, A Client of CFO Consulting Partners 2010 - 2011
Spencer Savings Bank April 2007 - April 2008
Ameriprise Bank, FSB September 2005 - April 2007
Skills
Banking, Insurance, Team Building, New Business Development, Financial Analysis, Regulatory Affairs, Financial Reporting, Financial Modeling, SEC reporting, Financial Systems, Financial Services, Asset/Liability..., Investment Analysis, Strategic Planning, Capital Planning, Management Consulting, SEC filings, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Business Strategy, Credit, Corporate Finance, ALM, Executive Management, Forecasting, Portfolio Management, Outsourcing, Capital Budgeting, Investments, Risk Management, Credit Analysis, Credit Risk, Strategic Financial..., Leadership, Loans, Asset Management, Fixed Income, Hedge Funds, Cash Management, Capital Markets, Treasury Management, Management, Financial Risk, Restructuring, Internal Controls, Internal Audit, Private Equity, Managerial Finance
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
Carnegie Mellon University 1975 — 1980
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Daniel Honda's Ameriprise Bank FSB Experience November 2006 - February 2009
Job Finance/Operations Associate at Havenwood Capital, LLC
Industry Investment Management
Experience
Havenwood Capital, LLC October 2013 - Present
RFCM, LLC March 2012 - September 2013
Borders Group, Inc. December 2009 - September 2011
Ameriprise Bank, FSB November 2006 - February 2009
Ameriprise Financial July 2005 - November 2006
American Express May 2001 - July 2005
Ameritrade October 1999 - May 2001
Prudential Financial March 1998 - October 1999
Prudential Financial September 1996 - March 1998
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Risk Management, Microsoft Excel, Microsoft Word, Microsoft Power Point, QuickBooks, Word Processing (50 WPM), Financial Services
Education
Rutgers University-New Brunswick 1991 — 1993
Journalism and Economics, Journalism and Economics
Havenwood Capital, LLC October 2013 - Present
RFCM, LLC March 2012 - September 2013
Borders Group, Inc. December 2009 - September 2011
Ameriprise Bank, FSB November 2006 - February 2009
Ameriprise Financial July 2005 - November 2006
American Express May 2001 - July 2005
Ameritrade October 1999 - May 2001
Prudential Financial March 1998 - October 1999
Prudential Financial September 1996 - March 1998
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Risk Management, Microsoft Excel, Microsoft Word, Microsoft Power Point, QuickBooks, Word Processing (50 WPM), Financial Services
Education
Rutgers University-New Brunswick 1991 — 1993
Journalism and Economics, Journalism and Economics
Abu Arif's Ameriprise Bank FSB Experience January 2007 - December 2012
Job SVP AWM Business Development & GM Banking and Cash Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Bank, FSB January 2007 - December 2012
Ameriprise Financial August 2005 - March 2007
American Express June 2000 - July 2005
American Express, JPAA July 1997 - May 2000
American Express January 1996 - July 1997
American Express January 1994 - December 1995
American Express TRS Pakistan January 1992 - December 1993
Education
Karachi University 1984 — 1988
MBA, Finance and Marketing
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Bank, FSB January 2007 - December 2012
Ameriprise Financial August 2005 - March 2007
American Express June 2000 - July 2005
American Express, JPAA July 1997 - May 2000
American Express January 1996 - July 1997
American Express January 1994 - December 1995
American Express TRS Pakistan January 1992 - December 1993
Education
Karachi University 1984 — 1988
MBA, Finance and Marketing
Shawn Connor's Ameriprise Bank FSB Experience June 2006 - September 2007
Job Control Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
On the Rocks Wine & Spirits 2011 - 2015
On the Rocks Wine & Spirits 2011 - 2015
On the Rocks Wine & Spirits 2011 - 2015
Ameriprise Financial Services, Inc. October 2009 - July 2011
Ameriprise Financial September 2007 - October 2009
Ameriprise Bank FSB June 2006 - September 2007
Ameriprise Financial May 2002 - June 2006
American Express Financial Advisors 1998 - 2000
Quality Wine & Spirits 1986 - 1988
Skills
Financial Services, Securities, Mutual Funds, Banking, Process Improvement, Finance, Financial Analysis, Business Analysis, Project Management, Leadership, AML, Vendor Management, Series 63, Retirement Planning, Insurance, Equities, Requirements Analysis, Requirements Gathering, Program Management
Education
Brown Institute for Broadcasting 1979 — 1980
Cert. of COmpletion, Class A FCC Operators License, Radio & Television Broadcasting
University of Minnesota-Twin Cities 1976 — 1978
Ameriprise Financial Services, Inc. July 2011 - Present
On the Rocks Wine & Spirits 2011 - 2015
On the Rocks Wine & Spirits 2011 - 2015
On the Rocks Wine & Spirits 2011 - 2015
Ameriprise Financial Services, Inc. October 2009 - July 2011
Ameriprise Financial September 2007 - October 2009
Ameriprise Bank FSB June 2006 - September 2007
Ameriprise Financial May 2002 - June 2006
American Express Financial Advisors 1998 - 2000
Quality Wine & Spirits 1986 - 1988
Skills
Financial Services, Securities, Mutual Funds, Banking, Process Improvement, Finance, Financial Analysis, Business Analysis, Project Management, Leadership, AML, Vendor Management, Series 63, Retirement Planning, Insurance, Equities, Requirements Analysis, Requirements Gathering, Program Management
Education
Brown Institute for Broadcasting 1979 — 1980
Cert. of COmpletion, Class A FCC Operators License, Radio & Television Broadcasting
University of Minnesota-Twin Cities 1976 — 1978
Patrick Aumer's Ameriprise Bank FSB Experience 2006 - 2012
Job Financial Services Sales and Marketing Executive
Industry Financial Services
Experience
Ameriprise Bank, FSB 2006 - 2012
Ameriprise Financial February 2004 - March 2006
American Express/Ameriprise Financial 2002 - 2004
Skills
Strategic Planning, Relationship Management, Process Improvement, Banking, Sales Management, Insurance, Investment Advisory, Asset Allocation, Series 63, Retirement Planning, Series 7, Recruiting, Finance, Mortgage Lending, Financial Analysis, Strategy, Management, ETFs, Training, Marketing, Leadership, Portfolio Management, Alternative Investments, Sales Operations, Sales, Marketing Strategy, Series 24, 401k, Wealth, Series 6, Financial Services, Financial Planning, Wealth Management
Education
Buena Vista University 1988 — 1992
Bachelor of Arts (BA), Business, Theater, Political Science
Ameriprise Bank, FSB 2006 - 2012
Ameriprise Financial February 2004 - March 2006
American Express/Ameriprise Financial 2002 - 2004
Skills
Strategic Planning, Relationship Management, Process Improvement, Banking, Sales Management, Insurance, Investment Advisory, Asset Allocation, Series 63, Retirement Planning, Series 7, Recruiting, Finance, Mortgage Lending, Financial Analysis, Strategy, Management, ETFs, Training, Marketing, Leadership, Portfolio Management, Alternative Investments, Sales Operations, Sales, Marketing Strategy, Series 24, 401k, Wealth, Series 6, Financial Services, Financial Planning, Wealth Management
Education
Buena Vista University 1988 — 1992
Bachelor of Arts (BA), Business, Theater, Political Science
liban gedi's Ameriprise Bank FSB Experience 2007 - Present
Job Business System Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2007 - Present
Ameriprise Bank, FSB 2007 - Present
Ameriprise Financial 2005 - 2007
American Express September 2002 - August 2005
American Express November 1999 - August 2002
Education
University of St. Thomas 2003 — 2006
MS, in Software System
Metropolitan State University
BS, Business Economics with Finance focus, Minor Mathematics
Ameriprise Financial September 2007 - Present
Ameriprise Bank, FSB 2007 - Present
Ameriprise Financial 2005 - 2007
American Express September 2002 - August 2005
American Express November 1999 - August 2002
Education
University of St. Thomas 2003 — 2006
MS, in Software System
Metropolitan State University
BS, Business Economics with Finance focus, Minor Mathematics
Brandon Berger's Ameriprise Bank FSB Experience May 2010 - January 2013
Job Quality Assurance Analyst, AVP at TD Bank USA, N.A.
Industry Banking
Experience
TD March 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - March 2014
Ameriprise Bank, FSB May 2010 - January 2013
TCF Bank January 2008 - April 2010
Skills
Process Improvement, Business Analysis, Customer Service, Vendor Management, Banking, Risk Management, Project Management, Microsoft Excel, Microsoft Office, Leadership, Series 6, Series 63, SQL, Systems Analysis, User Acceptance Testing, Access, Management, Sales, Strategy, Analysis, Finance
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, Business Computer Information Systems
TD March 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - March 2014
Ameriprise Bank, FSB May 2010 - January 2013
TCF Bank January 2008 - April 2010
Skills
Process Improvement, Business Analysis, Customer Service, Vendor Management, Banking, Risk Management, Project Management, Microsoft Excel, Microsoft Office, Leadership, Series 6, Series 63, SQL, Systems Analysis, User Acceptance Testing, Access, Management, Sales, Strategy, Analysis, Finance
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, Business Computer Information Systems
Brenda Ringold's Ameriprise Bank FSB Experience June 2010 - October 2012
Job Vice President Operations at Rubicon Mortgage Advisors
Industry Financial Services
Experience
Two Harbors Investment Corp. April 2014 - Present
Rubicon Mortgage Advisors March 2013 - April 2014
Ameriprise Bank, FSB June 2010 - October 2012
Tech Pro, Inc July 2009 - June 2010
Core Global Capital, LLC April 2008 - July 2009
Winstar Mortgage Partners, Inc July 2002 - December 2007
GMAC-RFC November 1996 - June 2002
Skills
Loan servicing, Loan Documentation, MERS, Compliance, Credit, Mortgage, Accounting, Process Improvement, Operations Management, Service Operations, Records Management, Mortgage Lending, Microsoft Office, Business, Customer Service, Leadership, Loans, Office Management, Organization, Problem Solving, Collateral Management, Loan Servicing, Credit Risk, Financial Analysis, Budgets, Mortgage Servicing, Mergers & Acquisitions, Banking, Finance, Loss Mitigation, Team Leadership, Insurance, Commercial Lending, Risk Management, Portfolio Management, Mortgage Banking, Account Reconciliation, Consumer Lending, Executive Management, Accounts Payable, Management, Financial Services, Investments, Human Resources, Internal Audit, Relationship Management, AML, Strategic Financial..., Financial Risk, Credit Analysis
Education
Concordia University-St. Paul 2011 — 2012
Bachelor of Arts (B.A.), Business - Organizational Management and Leadership, 4.0
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Accounting, 3.98
American Institute of Banking
Two Harbors Investment Corp. April 2014 - Present
Rubicon Mortgage Advisors March 2013 - April 2014
Ameriprise Bank, FSB June 2010 - October 2012
Tech Pro, Inc July 2009 - June 2010
Core Global Capital, LLC April 2008 - July 2009
Winstar Mortgage Partners, Inc July 2002 - December 2007
GMAC-RFC November 1996 - June 2002
Skills
Loan servicing, Loan Documentation, MERS, Compliance, Credit, Mortgage, Accounting, Process Improvement, Operations Management, Service Operations, Records Management, Mortgage Lending, Microsoft Office, Business, Customer Service, Leadership, Loans, Office Management, Organization, Problem Solving, Collateral Management, Loan Servicing, Credit Risk, Financial Analysis, Budgets, Mortgage Servicing, Mergers & Acquisitions, Banking, Finance, Loss Mitigation, Team Leadership, Insurance, Commercial Lending, Risk Management, Portfolio Management, Mortgage Banking, Account Reconciliation, Consumer Lending, Executive Management, Accounts Payable, Management, Financial Services, Investments, Human Resources, Internal Audit, Relationship Management, AML, Strategic Financial..., Financial Risk, Credit Analysis
Education
Concordia University-St. Paul 2011 — 2012
Bachelor of Arts (B.A.), Business - Organizational Management and Leadership, 4.0
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Accounting, 3.98
American Institute of Banking
Keith Barber's Ameriprise Bank FSB Experience June 2005 - Present
Job Director, CFO Consulting Partners
Industry Financial Services
Experience
CFO Consulting Partners May 2009 - Present
Ameriprise Bank FSB June 2005 - Present
Financial Executives Networking Group - Banking Special Interest Group January 2014 - Present
Juniper Bank May 2000 - May 2004
KPMG Consulting March 2000 - May 2000
American Express Bank March 1993 - March 1999
Citibank 1973 - 1993
Skills
Mergers, Acquisition Integration, Capital Markets, Strategic Planning, Business Strategy, Risk Management, Corporate Finance, Change Management, Mergers & Acquisitions, Banking, Portfolio Management, Financial Reporting, Financial Services, Financial Analysis, Financial Planning, Strategic Financial..., Due Diligence, Financial Modeling, Finance, Strategy
Education
London Business School 1970 — 1972
MBA, Finance
The London School of Economics and Political Science (LSE) 1964 — 1967
BSc (Econ), Economics
CFO Consulting Partners May 2009 - Present
Ameriprise Bank FSB June 2005 - Present
Financial Executives Networking Group - Banking Special Interest Group January 2014 - Present
Juniper Bank May 2000 - May 2004
KPMG Consulting March 2000 - May 2000
American Express Bank March 1993 - March 1999
Citibank 1973 - 1993
Skills
Mergers, Acquisition Integration, Capital Markets, Strategic Planning, Business Strategy, Risk Management, Corporate Finance, Change Management, Mergers & Acquisitions, Banking, Portfolio Management, Financial Reporting, Financial Services, Financial Analysis, Financial Planning, Strategic Financial..., Due Diligence, Financial Modeling, Finance, Strategy
Education
London Business School 1970 — 1972
MBA, Finance
The London School of Economics and Political Science (LSE) 1964 — 1967
BSc (Econ), Economics
Lu Pacinhik's Ameriprise Bank FSB Experience May 2011 - November 2011
Job Manager
Industry Banking
Experience
WIPFLi November 2011 - Present
Ameriprise Bank, FSB May 2011 - November 2011
Summit Community Bank February 2009 - June 2011
Federal Reserve Bank of Minneapolis November 2002 - April 2008
Skills
Banking, Credit Analysis, Loans, Auditing, Financial Risk, Credit, Risk Management
Education
Bethel University
Business Administration, Business
WIPFLi November 2011 - Present
Ameriprise Bank, FSB May 2011 - November 2011
Summit Community Bank February 2009 - June 2011
Federal Reserve Bank of Minneapolis November 2002 - April 2008
Skills
Banking, Credit Analysis, Loans, Auditing, Financial Risk, Credit, Risk Management
Education
Bethel University
Business Administration, Business