Ameriprise Financial
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. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Salaries. You can even request information on how much does Ameriprise Financial pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,651 Ameriprise Financial employees in database. Find out everything there's to know about Ameriprise Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Employees
Employee
Years
Job
Industry
William Polston William Polston's Ameriprise Financial Experience February 2007 - April 2010
Job Vice President Optum at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group December 2010 - Present
The Taylor Reach Group, Inc July 2010 - December 2010
Ameriprise Financial February 2007 - April 2010
Nationwide October 2004 - February 2007
Nationwide Insurance - Nationwide Services Company August 2001 - October 2004
Nationwide Agribusiness December 1998 - August 2001
Nationwide Insurance June 1996 - December 1998
Nationwide Financial July 1992 - June 1996
American Express 1987 - 1992
Skills
Strategic Planning, Change Management, Forecasting, Business Process..., Business Process..., Acquisition Integration, Operations Management, Talent Management, Budgets, Strategy, Program Management, Cross-functional Team..., Vendor Management, Leadership, BPO, Business Strategy, Process Improvement, Business Analysis, Management, Sales Operations, CRM, Six Sigma, Outsourcing, Management Consulting, Coaching, Start-ups, Analysis, Mergers & Acquisitions, Business Process, Training, Competitive Analysis, Analytics, Integration, Enterprise Software, Executive Management, Human Resources, New Business Development, Project Planning, Call Centers, Business Transformation, Sourcing, Marketing, ERP, Product Development, Financial Analysis, Employee Benefits
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Operations & Marketing
Arizona State University
Business
Benet Academy
High School Diploma, College Prep
Illinois Benedictine University
Mathematics
University of Phoenix
Bachelor's, Business Administration - Management
UnitedHealth Group December 2010 - Present
The Taylor Reach Group, Inc July 2010 - December 2010
Ameriprise Financial February 2007 - April 2010
Nationwide October 2004 - February 2007
Nationwide Insurance - Nationwide Services Company August 2001 - October 2004
Nationwide Agribusiness December 1998 - August 2001
Nationwide Insurance June 1996 - December 1998
Nationwide Financial July 1992 - June 1996
American Express 1987 - 1992
Skills
Strategic Planning, Change Management, Forecasting, Business Process..., Business Process..., Acquisition Integration, Operations Management, Talent Management, Budgets, Strategy, Program Management, Cross-functional Team..., Vendor Management, Leadership, BPO, Business Strategy, Process Improvement, Business Analysis, Management, Sales Operations, CRM, Six Sigma, Outsourcing, Management Consulting, Coaching, Start-ups, Analysis, Mergers & Acquisitions, Business Process, Training, Competitive Analysis, Analytics, Integration, Enterprise Software, Executive Management, Human Resources, New Business Development, Project Planning, Call Centers, Business Transformation, Sourcing, Marketing, ERP, Product Development, Financial Analysis, Employee Benefits
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Operations & Marketing
Arizona State University
Business
Benet Academy
High School Diploma, College Prep
Illinois Benedictine University
Mathematics
University of Phoenix
Bachelor's, Business Administration - Management
Shawnta' C. Turner-Richard MBA Shawnta' C. Turner-Richard MBA's Ameriprise Financial Experience May 2005 - May 2009
Job
Industry Financial Services
Experience
LIDS Sports Group November 2014 - April 2015
Wells Fargo December 2012 - April 2015
Wells Fargo January 2012 - November 2012
The Home Depot March 2010 - December 2010
Elavon, Inc. August 2009 - January 2010
Ameriprise Financial May 2005 - May 2009
Ameriprise Financial Services, Inc. January 2004 - May 2005
American Express/Ameriprise Financial Advisors December 2002 - December 2003
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Certification, Project Management
Capella University 2007 — 2011
MBA, Business/Leadership
American InterContinental University 2005 — 2007
BBA, Business
LIDS Sports Group November 2014 - April 2015
Wells Fargo December 2012 - April 2015
Wells Fargo January 2012 - November 2012
The Home Depot March 2010 - December 2010
Elavon, Inc. August 2009 - January 2010
Ameriprise Financial May 2005 - May 2009
Ameriprise Financial Services, Inc. January 2004 - May 2005
American Express/Ameriprise Financial Advisors December 2002 - December 2003
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Certification, Project Management
Capella University 2007 — 2011
MBA, Business/Leadership
American InterContinental University 2005 — 2007
BBA, Business
Shanea Edwards's Ameriprise Financial Experience April 2008 - July 2014
Job Fashion & Design
Industry Design
Experience
Michael Kors July 2014 - Present
Ameriprise Financial April 2008 - July 2014
Zelda Benson, CFP - Ameriprise Financial Services August 2009 - January 2011
Skills
Management, Coordinating Events, Team-oriented, Marketing, Organizational..., Manage Client..., Client Relations Skills, Customer Service, Applicant Tracking..., Compliance, Administrative..., Barista Training, Microsoft Office, Sales, Self-driven, Cash Handling Experience, Multitasking Skills, Operations Management, Appointment Scheduling, Budgets, Advertising, Finance, Leadership, Event Planning, Event Management, Trade Shows, Email Marketing, Customer Retention, Public Relations, Social Networking, Microsoft Excel, Social Media Marketing, Financial Services, PowerPoint
Education
Fashion Institute of Design & Merchandising 2014 — 2016
Design and Visual Communications, General
Corona Centennial High School 2002 — 2006
General Education, High Honors
Long Beach City College
Marketing / Event Planning
American Career College-Ontario 2006 — 2007
Massage Therapy/Therapeutic Massage
Michael Kors July 2014 - Present
Ameriprise Financial April 2008 - July 2014
Zelda Benson, CFP - Ameriprise Financial Services August 2009 - January 2011
Skills
Management, Coordinating Events, Team-oriented, Marketing, Organizational..., Manage Client..., Client Relations Skills, Customer Service, Applicant Tracking..., Compliance, Administrative..., Barista Training, Microsoft Office, Sales, Self-driven, Cash Handling Experience, Multitasking Skills, Operations Management, Appointment Scheduling, Budgets, Advertising, Finance, Leadership, Event Planning, Event Management, Trade Shows, Email Marketing, Customer Retention, Public Relations, Social Networking, Microsoft Excel, Social Media Marketing, Financial Services, PowerPoint
Education
Fashion Institute of Design & Merchandising 2014 — 2016
Design and Visual Communications, General
Corona Centennial High School 2002 — 2006
General Education, High Honors
Long Beach City College
Marketing / Event Planning
American Career College-Ontario 2006 — 2007
Massage Therapy/Therapeutic Massage
Susan York Marvin, CFP®, CRPC® Susan York Marvin, CFP®, CRPC®'s Ameriprise Financial Experience April 2004 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2004 - Present
City of Nacogdoches August 2001 - May 2003
Skills
Ameriprise' social..., Investment Advisory, Leadership, Portfolio Management, Strategic Planning, Asset Allocation, Customer Service, Retirement, Financial Services, Microsoft Office, Marketing, Strategy, Finance, Financial Advisory, Public Speaking, Retirement Planning, Financial Planning
Education
Stephen F. Austin State University 2001 — 2003
Master's Degree, Public Administration
Abilene Christian University 1999 — 2001
Bachelor's Degree, Political Science
Ameriprise Financial April 2004 - Present
City of Nacogdoches August 2001 - May 2003
Skills
Ameriprise' social..., Investment Advisory, Leadership, Portfolio Management, Strategic Planning, Asset Allocation, Customer Service, Retirement, Financial Services, Microsoft Office, Marketing, Strategy, Finance, Financial Advisory, Public Speaking, Retirement Planning, Financial Planning
Education
Stephen F. Austin State University 2001 — 2003
Master's Degree, Public Administration
Abilene Christian University 1999 — 2001
Bachelor's Degree, Political Science
Jacob Kwarta Jacob Kwarta's Ameriprise Financial Experience March 2009 - August 2009
Job Financial Analyst at RED Development
Industry Real Estate
Experience
RED Development October 2013 - Present
Colony American Homes May 2012 - October 2013
Rialto Capital Management September 2011 - April 2012
Cornerstone National Insurance May 2010 - November 2010
Ameriprise Financial March 2009 - August 2009
Skills
Budgets, Microsoft Excel, Financial Analysis, Marketing Strategy, Fundraising, Marketing, Management, Microsoft Word, Customer Service, Training, Real Estate, Microsoft Office, Finance, PowerPoint, Sales
Education
Arizona State University 2011 — 2012
Masters, Real Estate Development
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelors, Finance
University at Buffalo, THE STATE UNIVERSITY OF NEW YORK 2006 — 2010
Bachelor of Science, Business Administration
RED Development October 2013 - Present
Colony American Homes May 2012 - October 2013
Rialto Capital Management September 2011 - April 2012
Cornerstone National Insurance May 2010 - November 2010
Ameriprise Financial March 2009 - August 2009
Skills
Budgets, Microsoft Excel, Financial Analysis, Marketing Strategy, Fundraising, Marketing, Management, Microsoft Word, Customer Service, Training, Real Estate, Microsoft Office, Finance, PowerPoint, Sales
Education
Arizona State University 2011 — 2012
Masters, Real Estate Development
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelors, Finance
University at Buffalo, THE STATE UNIVERSITY OF NEW YORK 2006 — 2010
Bachelor of Science, Business Administration
Chris Matlock's Ameriprise Financial Experience June 2002 - March 2008
Job Senior Director Consulting and Management at The Advisory Board Company
Industry Management Consulting
Experience
The Advisory Board Company September 2015 - Present
The Advisory Board Company July 2012 - Present
The Advisory Board Company May 2011 - July 2012
Cenegenics Medical Institute April 2010 - May 2011
Cenegenics Medical Institute 2007 - 2010
Ameriprise Financial June 2002 - March 2008
Skills
Organizational Design, Root Cause Analysis, Change Management, Leadership Development, Organizational..., Organizational..., Organizational Change, ICD-10 migration, Revenue Cycle, Project Management, Business Strategy, Management, Strategic Financial..., Cross-functional Team..., Strategic Planning, Coaching, Leadership, Training, Healthcare, Consulting, Strategy, Healthcare Management, Public Speaking, Analytics, Performance Improvement, Financial Planning
Education
Gonzaga University 2013 — 2015
Master of Arts (M.A.), Organizational Leadership
Arizona State University 1998 — 2002
Bachelor of Arts, Rhetoric and Communication
College for Financial Planning 2004 — 2004
AAMS, Accredited Asset Management Specialist
The Advisory Board Company September 2015 - Present
The Advisory Board Company July 2012 - Present
The Advisory Board Company May 2011 - July 2012
Cenegenics Medical Institute April 2010 - May 2011
Cenegenics Medical Institute 2007 - 2010
Ameriprise Financial June 2002 - March 2008
Skills
Organizational Design, Root Cause Analysis, Change Management, Leadership Development, Organizational..., Organizational..., Organizational Change, ICD-10 migration, Revenue Cycle, Project Management, Business Strategy, Management, Strategic Financial..., Cross-functional Team..., Strategic Planning, Coaching, Leadership, Training, Healthcare, Consulting, Strategy, Healthcare Management, Public Speaking, Analytics, Performance Improvement, Financial Planning
Education
Gonzaga University 2013 — 2015
Master of Arts (M.A.), Organizational Leadership
Arizona State University 1998 — 2002
Bachelor of Arts, Rhetoric and Communication
College for Financial Planning 2004 — 2004
AAMS, Accredited Asset Management Specialist
Holly Riley, CPA Holly Riley, CPA's Ameriprise Financial Experience May 2005 - August 2005
Job Accounting, PAC/Technical Research at Ports America
Industry Nonprofit Organization Management
Experience
Ports America December 2013 - Present
Cornerstone Christian Fellowship June 2011 - December 2013
Bethany Christian Schools 2012 - 2012
Arizona State University August 2009 - December 2011
Merrill Corporation June 2008 - December 2009
Grant Thornton September 2006 - June 2008
Ameriprise Financial May 2005 - August 2005
Skills
GAAP, Financial Reporting, Accounting, Internal Controls, Auditing, CPA, Sarbanes-Oxley, Financial Statements, SEC filings, Assurance, Nonprofits, Revenue Recognition, Financial Audits, Consolidation, Account Reconciliation, Financial Analysis, Financial Accounting, Managerial Finance, Technical Accounting..., Process Improvement, Tax, Finance
Education
Arizona State University 2009 — 2012
M.A., Applied Linguistics - Spanish, 4.0
Concordia College 2002 — 2006
Bachelor of Arts (B.A.), Accounting and Spanish double major, minor in Business
Ports America December 2013 - Present
Cornerstone Christian Fellowship June 2011 - December 2013
Bethany Christian Schools 2012 - 2012
Arizona State University August 2009 - December 2011
Merrill Corporation June 2008 - December 2009
Grant Thornton September 2006 - June 2008
Ameriprise Financial May 2005 - August 2005
Skills
GAAP, Financial Reporting, Accounting, Internal Controls, Auditing, CPA, Sarbanes-Oxley, Financial Statements, SEC filings, Assurance, Nonprofits, Revenue Recognition, Financial Audits, Consolidation, Account Reconciliation, Financial Analysis, Financial Accounting, Managerial Finance, Technical Accounting..., Process Improvement, Tax, Finance
Education
Arizona State University 2009 — 2012
M.A., Applied Linguistics - Spanish, 4.0
Concordia College 2002 — 2006
Bachelor of Arts (B.A.), Accounting and Spanish double major, minor in Business
Clayton Rimmer Clayton Rimmer's Ameriprise Financial Experience September 2004 - July 2005
Job Relationship Banker at Chase
Industry Financial Services
Experience
GE do Brasil July 2012 - December 2012
Scottrade January 2009 - February 2011
E*TRADE Financial March 2006 - December 2008
Ameriprise Financial September 2004 - July 2005
US Navy March 2001 - September 2004
Education
FIA - Fundação Instituto de Administração 2012 — 2013
Master of Business Administration (M.B.A.)
DeVry University 2007 — 2011
Bachelor's Degree
GE do Brasil July 2012 - December 2012
Scottrade January 2009 - February 2011
E*TRADE Financial March 2006 - December 2008
Ameriprise Financial September 2004 - July 2005
US Navy March 2001 - September 2004
Education
FIA - Fundação Instituto de Administração 2012 — 2013
Master of Business Administration (M.B.A.)
DeVry University 2007 — 2011
Bachelor's Degree
Joseph De Sena, CFP®, MBA Joseph De Sena, CFP®, MBA's Ameriprise Financial Experience 1994 - 1997
Job SIENA WEALTH ADVISORY GROUP a Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Siena Wealth Advisory Group a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc November 1994 - Present
Ameriprise Financial 1994 - 1997
Bankers Trust 1989 - 1994
Skills
Employee Benefits, Attention to Details, Client Management, Judgement, Relationship Building, Ability to Listen, Analytical, Business Planning, Client Relationships, Coaching, Community Service, Customer Service, Customer Experience, Decision Making, Diligence, Education Planning, Ethical Character, Health Insurance, Insurance/Broker Agent, Leadership, Marketing, Protection Planning, Prudence, Responsiveness, Skilled Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Strategic Planning, Team Building
Education
College for Financial Planning 1989 — 1998
CFP, Financial Planning
Adelphi University 1988 — 1992
MBA, Finance
City University of New York-Baruch College 1976 — 1981
BBA, Human Resources
St Francis Prep & Bishop Ford High Schools 1972 — 1976
St Mary's Star of the Sea 1964 — 1972
Adelphi University
Master's of Business Administration, Finance and Financial Management Services
Siena Wealth Advisory Group a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc November 1994 - Present
Ameriprise Financial 1994 - 1997
Bankers Trust 1989 - 1994
Skills
Employee Benefits, Attention to Details, Client Management, Judgement, Relationship Building, Ability to Listen, Analytical, Business Planning, Client Relationships, Coaching, Community Service, Customer Service, Customer Experience, Decision Making, Diligence, Education Planning, Ethical Character, Health Insurance, Insurance/Broker Agent, Leadership, Marketing, Protection Planning, Prudence, Responsiveness, Skilled Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Strategic Planning, Team Building
Education
College for Financial Planning 1989 — 1998
CFP, Financial Planning
Adelphi University 1988 — 1992
MBA, Finance
City University of New York-Baruch College 1976 — 1981
BBA, Human Resources
St Francis Prep & Bishop Ford High Schools 1972 — 1976
St Mary's Star of the Sea 1964 — 1972
Adelphi University
Master's of Business Administration, Finance and Financial Management Services
Vijay Kumar Raghu Vijay Kumar Raghu's Ameriprise Financial Experience November 2014 - Present
Job Software Engineer at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial November 2014 - Present
Infosys July 2007 - November 2014
Skills
PL/SQL, Informatica, Unix Shell Scripting, Control M, TWS, Oracle, Linux, Cognos, IBM Mainframe, Data Warehousing, Agile Methodologies, Testing, Mainframe, ETL, Data Integration, Shell Scripting
Education
Anna University 2003 — 2007
Bachelor of Technology (B.Tech.), Chemical Engineering
Jaya Matriculation Higher Secondary School 2002 — 2003
High School, Computer Science
Ameriprise Financial November 2014 - Present
Infosys July 2007 - November 2014
Skills
PL/SQL, Informatica, Unix Shell Scripting, Control M, TWS, Oracle, Linux, Cognos, IBM Mainframe, Data Warehousing, Agile Methodologies, Testing, Mainframe, ETL, Data Integration, Shell Scripting
Education
Anna University 2003 — 2007
Bachelor of Technology (B.Tech.), Chemical Engineering
Jaya Matriculation Higher Secondary School 2002 — 2003
High School, Computer Science
A. M. Rahuba A. M. Rahuba's Ameriprise Financial Experience 2011 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2011 - Present
Education
Pennsylvania State University-Penn State Shenango 2012 — 2016
Business, General Education
Ameriprise Financial 2011 - Present
Education
Pennsylvania State University-Penn State Shenango 2012 — 2016
Business, General Education
Reuben Hannon Reuben Hannon's Ameriprise Financial Experience February 2007 - August 2007
Job Portfolio Manager at Park Sterling Bank
Industry Banking
Experience
Park Sterling Bank November 2014 - Present
Park Sterling Bank September 2012 - November 2014
Bank of America June 2011 - October 2011
Bank of America June 2010 - June 2011
Bank of America June 2009 - June 2010
Bank of America June 2008 - August 2008
Ameriprise Financial February 2007 - August 2007
Skills
FactSet, Bloomberg Terminal, LoanConnector, Dealogic, EPFR, Lipper-AMG, Moody's KMV Financial..., Hoover's, Valuation, Bonds, Financial Reporting, Data Analysis, Corporate Finance, Microsoft Office, Risk Management, Fixed Income, Bloomberg, Leveraged Finance, Capital Markets, Financial Analysis, Investments, Equities, Credit Risk, Credit Analysis, Equity Research, Economics, Banking, Financial Risk, Commercial Banking, Business Valuation, Commercial Lending, Loans, Structured Finance, Portfolio Management, Investment Management, Wealth Management, Financial Accounting, Foreign Currency..., High Yield Bonds, Foreign Exchange Risk..., High Yield, Derivatives, Credit, Investment Banking
Education
Appalachian State University 2004 — 2008
Bachelor of Science in Business Administration, Economics, Banking and Finance, 3.2
Park Sterling Bank November 2014 - Present
Park Sterling Bank September 2012 - November 2014
Bank of America June 2011 - October 2011
Bank of America June 2010 - June 2011
Bank of America June 2009 - June 2010
Bank of America June 2008 - August 2008
Ameriprise Financial February 2007 - August 2007
Skills
FactSet, Bloomberg Terminal, LoanConnector, Dealogic, EPFR, Lipper-AMG, Moody's KMV Financial..., Hoover's, Valuation, Bonds, Financial Reporting, Data Analysis, Corporate Finance, Microsoft Office, Risk Management, Fixed Income, Bloomberg, Leveraged Finance, Capital Markets, Financial Analysis, Investments, Equities, Credit Risk, Credit Analysis, Equity Research, Economics, Banking, Financial Risk, Commercial Banking, Business Valuation, Commercial Lending, Loans, Structured Finance, Portfolio Management, Investment Management, Wealth Management, Financial Accounting, Foreign Currency..., High Yield Bonds, Foreign Exchange Risk..., High Yield, Derivatives, Credit, Investment Banking
Education
Appalachian State University 2004 — 2008
Bachelor of Science in Business Administration, Economics, Banking and Finance, 3.2
Gay Northrup, CFP practitioner Gay Northrup, CFP practitioner's Ameriprise Financial Experience August 1992 - July 2005
Job Retired
Industry Financial Services
Experience
and loving it! September 2009 - Present
Ameriprise Financial August 1992 - July 2005
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Strategies, Fixed Annuities, Retirement, Estate Planning, Securities, Wealth, IRAs, Financial Planners, Investment Management, Strategic Financial..., Investments, Portfolio Management, Long-term Care, Wealth Management..., Life Insurance, 401k, Series 6, Small Business, Insurance, Certified Financial..., Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA, Finance
University of Pittsburgh 1967 — 1969
MAT, Education
Allegheny College 1964 — 1967
BA, Spanish
and loving it! September 2009 - Present
Ameriprise Financial August 1992 - July 2005
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Strategies, Fixed Annuities, Retirement, Estate Planning, Securities, Wealth, IRAs, Financial Planners, Investment Management, Strategic Financial..., Investments, Portfolio Management, Long-term Care, Wealth Management..., Life Insurance, 401k, Series 6, Small Business, Insurance, Certified Financial..., Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA, Finance
University of Pittsburgh 1967 — 1969
MAT, Education
Allegheny College 1964 — 1967
BA, Spanish
Geoff Galster, CFP® Geoff Galster, CFP®'s Ameriprise Financial Experience September 2003 - Present
Job Financial Advisor with the practice of Bump & Associates
Industry Financial Services
Experience
Ameriprise Financial September 2003 - Present
American Nursery & Landscape Association March 2000 - August 2003
Synthetic Organic Chemical Manufacturers Association September 1998 - March 2000
California State Assemblywoman Deirdre Alpert August 1992 - August 1995
Skills
Community Outreach, Public Speaking, Retirement Planning, Nonprofits, Strategic Planning, Leadership, Social Media, Finance, Financial Advisory, Strategy
Education
American University 1995 — 1997
M.A., International Relations
Kalamazoo College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Wooster High School 1987 — 1988
Berkeley High School 1986 — 1987
Wooster High School 1984 — 1986
Ameriprise Financial September 2003 - Present
American Nursery & Landscape Association March 2000 - August 2003
Synthetic Organic Chemical Manufacturers Association September 1998 - March 2000
California State Assemblywoman Deirdre Alpert August 1992 - August 1995
Skills
Community Outreach, Public Speaking, Retirement Planning, Nonprofits, Strategic Planning, Leadership, Social Media, Finance, Financial Advisory, Strategy
Education
American University 1995 — 1997
M.A., International Relations
Kalamazoo College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Wooster High School 1987 — 1988
Berkeley High School 1986 — 1987
Wooster High School 1984 — 1986
Richard L. Clark, CPA, PFS Richard L. Clark, CPA, PFS's Ameriprise Financial Experience 1997 - Present
Job Financial Advisor and Business Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1997 - Present
Education
Arizona State University
Bachelor of Science (B.S.), Accounting
Ameriprise Financial 1997 - Present
Education
Arizona State University
Bachelor of Science (B.S.), Accounting
Charles Kerrigan Charles Kerrigan's Ameriprise Financial Experience January 2009 - May 2009
Job Dedicated Billing Specialist at Cowan Systems, LLC
Industry Logistics and Supply Chain
Experience
Cowan Systems, LLC December 2014 - Present
TEKsystems July 2014 - December 2014
AGAM Group March 2013 - November 2013
Under Armour November 2012 - February 2013
Towson University July 2012 - August 2012
Maryland Center for Construction Education and Innovation, Inc. (MCCEI) March 2011 - July 2012
Ameriprise Financial January 2009 - May 2009
Skills
Economics, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, SPSS, Data Analysis, Research, Social Media Marketing, Public Speaking
Education
Towson University 2008 — 2012
Bachelors, Economics/Business Administration
Anne Arundel Community College 2007 — 2008
Business Administration
Severna Park High School 2003 — 2007
Cowan Systems, LLC December 2014 - Present
TEKsystems July 2014 - December 2014
AGAM Group March 2013 - November 2013
Under Armour November 2012 - February 2013
Towson University July 2012 - August 2012
Maryland Center for Construction Education and Innovation, Inc. (MCCEI) March 2011 - July 2012
Ameriprise Financial January 2009 - May 2009
Skills
Economics, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, SPSS, Data Analysis, Research, Social Media Marketing, Public Speaking
Education
Towson University 2008 — 2012
Bachelors, Economics/Business Administration
Anne Arundel Community College 2007 — 2008
Business Administration
Severna Park High School 2003 — 2007
Carlene Clifford Carlene Clifford's Ameriprise Financial Experience July 2009 - October 2010
Job Accepted a direct hire position at Berger Transfer and Storage on 9/21/2015
Industry Accounting
Experience
Accountemps - Robert Half International October 2012 - June 2015
Wells Fargo - Treasury December 2010 - September 2012
Ameriprise Financial July 2009 - October 2010
RBC Wealth Management/RBC Dain Rauscher October 1998 - May 2009
Shuffle Master Inc. 1997 - 1998
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Receivable, Accounts Payable, Lotus Notes, Outlook, US GAAP, Journal Entries, Invoicing, Microsoft Excel, Access
Education
University of Phoenix 2003 — 2006
BSB, Accounting
Anoka Ramsey Community College
AAS Degree, Accounting
Accountemps - Robert Half International October 2012 - June 2015
Wells Fargo - Treasury December 2010 - September 2012
Ameriprise Financial July 2009 - October 2010
RBC Wealth Management/RBC Dain Rauscher October 1998 - May 2009
Shuffle Master Inc. 1997 - 1998
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Receivable, Accounts Payable, Lotus Notes, Outlook, US GAAP, Journal Entries, Invoicing, Microsoft Excel, Access
Education
University of Phoenix 2003 — 2006
BSB, Accounting
Anoka Ramsey Community College
AAS Degree, Accounting
Jamie Halverson Jamie Halverson's Ameriprise Financial Experience May 2010 - February 2015
Job Supervisory Principal at LPL Finanical
Industry Financial Services
Experience
LPL Finanical February 2015 - Present
Ameriprise Financial May 2010 - February 2015
NEXT Financial Group, Inc June 2007 - December 2009
Farmers Insurance 2006 - 2007
Farmers Insurance 2001 - 2006
Farmers Insurance 1999 - 2001
Farmers Insurance 1997 - 1999
Skills
Series 7, Financial Services, Series 24, Securities, Financial Advisory, Options, Investment Advisory, Relationship Management, Alternative Investments, Trading, Series 4, Series 53, Complex Products...
Education
Cardean University 2003 — 2005
MBA, Business Administration and Management, General
Designations 2003 — 2005
Master of Business Administration (M.B.A.)
Mankato State University 1994 — 1997
B.S, Economics & Marketing
LPL Finanical February 2015 - Present
Ameriprise Financial May 2010 - February 2015
NEXT Financial Group, Inc June 2007 - December 2009
Farmers Insurance 2006 - 2007
Farmers Insurance 2001 - 2006
Farmers Insurance 1999 - 2001
Farmers Insurance 1997 - 1999
Skills
Series 7, Financial Services, Series 24, Securities, Financial Advisory, Options, Investment Advisory, Relationship Management, Alternative Investments, Trading, Series 4, Series 53, Complex Products...
Education
Cardean University 2003 — 2005
MBA, Business Administration and Management, General
Designations 2003 — 2005
Master of Business Administration (M.B.A.)
Mankato State University 1994 — 1997
B.S, Economics & Marketing
Pamela Pozos Pamela Pozos's Ameriprise Financial Experience March 2008 - April 2012
Job Office Manager at Entrust IT Solutions
Industry Financial Services
Experience
Entrust IT Solutions January 2014 - Present
Sutter Health May 2013 - December 2013
Hanson McClain November 2012 - March 2013
Ameriprise Financial March 2008 - April 2012
Placer Superior Court August 2007 - March 2008
Video Products Distributors November 2005 - August 2007
Raymar information technology December 1999 - November 2004
Skills
Administrative..., Marketing, CRM, Event Planning, Management, Customer Satisfaction, Advertising, Data Entry
Education
Sierra College 2005 — 2006
Accounting and Business/Management
American River College 1998 — 2000
Business, Management, Marketing, and Related Support Services
Entrust IT Solutions January 2014 - Present
Sutter Health May 2013 - December 2013
Hanson McClain November 2012 - March 2013
Ameriprise Financial March 2008 - April 2012
Placer Superior Court August 2007 - March 2008
Video Products Distributors November 2005 - August 2007
Raymar information technology December 1999 - November 2004
Skills
Administrative..., Marketing, CRM, Event Planning, Management, Customer Satisfaction, Advertising, Data Entry
Education
Sierra College 2005 — 2006
Accounting and Business/Management
American River College 1998 — 2000
Business, Management, Marketing, and Related Support Services
Amie Burnett, JD, CFP Amie Burnett, JD, CFP's Ameriprise Financial Experience April 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2001 - Present
Education
Hamline University School of Law 1995 — 1998
JD
Creighton University 1993 — 1995
BA, Psychology
Allegheny College 1991 — 1993
Ameriprise Financial April 2001 - Present
Education
Hamline University School of Law 1995 — 1998
JD
Creighton University 1993 — 1995
BA, Psychology
Allegheny College 1991 — 1993
Pablo Fernández Altamirano's Ameriprise Financial Experience May 2008 - July 2008
Job Research Intern Genitourinary Medical Oncology at MD Anderson Cancer Center
Industry Medical Practice
Experience
San Juan Bautista School of Medicine June 2014 - Present
MD Anderson Cancer Center June 2015 - July 2015
MD Anderson Cancer Center January 2013 - May 2014
Ameriprise Financial May 2008 - July 2008
Houston Astros February 2006 - January 2008
Houston Rockets 2006 - 2006
Procter & Gamble September 2004 - September 2005
Skills
Healthcare, Research, Analysis, Data Analysis, Leadership, Strategic Planning, Strategy, Management, Coaching, Public Speaking, Human Resources, Onboarding, Recruiting, Outlook, HRIS, Talent Acquisition, Interviews, Customer Service, Business Strategy, Marketing, Sales, Employee Relations, Personnel Management, Time Management
Education
San Juan Bautista School of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
University of Houston 2009 — 2011
Post-baccalaureate
Southern Methodist University 2000 — 2003
BBA
The Awty International School 1996 — 2000
IB
San Juan Bautista School of Medicine June 2014 - Present
MD Anderson Cancer Center June 2015 - July 2015
MD Anderson Cancer Center January 2013 - May 2014
Ameriprise Financial May 2008 - July 2008
Houston Astros February 2006 - January 2008
Houston Rockets 2006 - 2006
Procter & Gamble September 2004 - September 2005
Skills
Healthcare, Research, Analysis, Data Analysis, Leadership, Strategic Planning, Strategy, Management, Coaching, Public Speaking, Human Resources, Onboarding, Recruiting, Outlook, HRIS, Talent Acquisition, Interviews, Customer Service, Business Strategy, Marketing, Sales, Employee Relations, Personnel Management, Time Management
Education
San Juan Bautista School of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
University of Houston 2009 — 2011
Post-baccalaureate
Southern Methodist University 2000 — 2003
BBA
The Awty International School 1996 — 2000
IB
Don Weaver Don Weaver's Ameriprise Financial Experience June 1982 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 1982 - Present
Roundtop Resorts November 2000 - March 2013
Education
American University 1995 — 1997
MSM, Finance
Alfred University 1977 — 1981
BA, Economics/Business Law
Ameriprise Financial June 1982 - Present
Roundtop Resorts November 2000 - March 2013
Education
American University 1995 — 1997
MSM, Finance
Alfred University 1977 — 1981
BA, Economics/Business Law
Samantha Puskar Samantha Puskar's Ameriprise Financial Experience September 2010 - May 2011
Job Sales Service Associate for Kraft at Genpact Inc.
Industry Financial Services
Experience
GENPACT June 2014 - Present
GENPACT June 2014 - Present
Kraft Foods Group 2014 - 2015
Kraft Foods Group 2014 - 2015
Summit Business Group January 2014 - May 2014
Keystone Financial Management July 2011 - January 2014
Ameriprise Financial September 2010 - May 2011
Alfred University August 2009 - May 2011
Subway March 2004 - August 2010
Maple Ridge Farm January 2004 - August 2008
Skills
Investments, Mutual Funds, Customer Service, Management, Strategic Financial..., Finance, Financial Analysis, Accounting, Risk Management, Analysis, Small Business, Access, Insurance, Financial Reporting
Education
Southern New Hampshire University 2014 — 2017
International MBA- Finance
Alfred University 2007 — 2011
Bachelor's degree, Finance
GENPACT June 2014 - Present
GENPACT June 2014 - Present
Kraft Foods Group 2014 - 2015
Kraft Foods Group 2014 - 2015
Summit Business Group January 2014 - May 2014
Keystone Financial Management July 2011 - January 2014
Ameriprise Financial September 2010 - May 2011
Alfred University August 2009 - May 2011
Subway March 2004 - August 2010
Maple Ridge Farm January 2004 - August 2008
Skills
Investments, Mutual Funds, Customer Service, Management, Strategic Financial..., Finance, Financial Analysis, Accounting, Risk Management, Analysis, Small Business, Access, Insurance, Financial Reporting
Education
Southern New Hampshire University 2014 — 2017
International MBA- Finance
Alfred University 2007 — 2011
Bachelor's degree, Finance
Maharaja Subramonia Maharaja Subramonia's Ameriprise Financial Experience March 2010 - April 2010
Job Program Manager, Delivery at Amazon.com
Industry Retail
Experience
Amazon November 2014 - Present
Amazon July 2011 - October 2014
University of Michigan, Stephen M. Ross School of Business August 2009 - April 2011
Samsung Telecommunications America June 2010 - August 2010
Ameriprise Financial March 2010 - April 2010
Infosys Technologies Limited February 2008 - August 2009
Infosys Technologies Ltd April 2006 - January 2008
Infosys Technologies Ltd April 2003 - March 2006
Infosys Technologies Ltd June 1998 - March 2003
Skills
CRM, Business Development, Project Management, Program Management, Stakeholder Management, Competitive Analysis, Cross-functional Team..., Strategy, Outsourcing, Analysis, Process Improvement, Software Project..., SDLC, Management, E-commerce, Leadership, Operational Excellence, Thought Leadership, Operations Management, Business Process..., Kaizen Leadership, Strategic Planning, Contact Center..., Change Management, Software Consulting, Leadership Development, Quality Management, Team Building, Risk Management, Project Planning, Member of Mensa, Business Planning, Product Development, Market Research, Project Portfolio..., Supply Chain Management, Analytics, Product Management, Financial Modeling, Budgets, Business Intelligence, Account Management, Supply Chain, Business Strategy, Vendor Management, Business Process, Customer Satisfaction, Marketing, Business Analysis, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Strategy and Marketing
Anna University 1995 — 1998
B.Tech, Instrumentation Engineering
University of Madras 1991 — 1994
B.Sc, Mathematics
Amazon November 2014 - Present
Amazon July 2011 - October 2014
University of Michigan, Stephen M. Ross School of Business August 2009 - April 2011
Samsung Telecommunications America June 2010 - August 2010
Ameriprise Financial March 2010 - April 2010
Infosys Technologies Limited February 2008 - August 2009
Infosys Technologies Ltd April 2006 - January 2008
Infosys Technologies Ltd April 2003 - March 2006
Infosys Technologies Ltd June 1998 - March 2003
Skills
CRM, Business Development, Project Management, Program Management, Stakeholder Management, Competitive Analysis, Cross-functional Team..., Strategy, Outsourcing, Analysis, Process Improvement, Software Project..., SDLC, Management, E-commerce, Leadership, Operational Excellence, Thought Leadership, Operations Management, Business Process..., Kaizen Leadership, Strategic Planning, Contact Center..., Change Management, Software Consulting, Leadership Development, Quality Management, Team Building, Risk Management, Project Planning, Member of Mensa, Business Planning, Product Development, Market Research, Project Portfolio..., Supply Chain Management, Analytics, Product Management, Financial Modeling, Budgets, Business Intelligence, Account Management, Supply Chain, Business Strategy, Vendor Management, Business Process, Customer Satisfaction, Marketing, Business Analysis, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Strategy and Marketing
Anna University 1995 — 1998
B.Tech, Instrumentation Engineering
University of Madras 1991 — 1994
B.Sc, Mathematics
Lindsey Perlick Lindsey Perlick's Ameriprise Financial Experience 2007 - 2009
Job Physical Therapist Assistant
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial 2007 - 2009
Skills
Customer Service, PowerPoint, Microsoft Word, Event Planning, Microsoft Excel, Leadership, Microsoft Office, Outlook
Education
Anoka Ramsey Community College 2009 — 2013
Associates, Physical Therapist Assistant
Ameriprise Financial 2007 - 2009
Skills
Customer Service, PowerPoint, Microsoft Word, Event Planning, Microsoft Excel, Leadership, Microsoft Office, Outlook
Education
Anoka Ramsey Community College 2009 — 2013
Associates, Physical Therapist Assistant
Mark K. Blakeman, CFP® Mark K. Blakeman, CFP®'s Ameriprise Financial Experience July 1991 - Present
Job An Ameriprise Platinum Financial Services® practice An Ameriprise Financial franchise
Industry Financial Services
Experience
Ameriprise Financial July 1991 - Present
Ameriprise Financial Services, Inc. July 1991 - Present
American Express March 1986 - July 1991
Education
Appalachian State University 1981 — 1985
Bachelor of Science, Finance and Management
Ameriprise Financial July 1991 - Present
Ameriprise Financial Services, Inc. July 1991 - Present
American Express March 1986 - July 1991
Education
Appalachian State University 1981 — 1985
Bachelor of Science, Finance and Management
Gregory C. Johnson, CFP Gregory C. Johnson, CFP's Ameriprise Financial Experience April 2009 - July 2011
Job Thought Leadership, Strategy Execution, Leadership Development, Business Transformation
Industry Construction
Experience
Contractor Connection May 2013 - Present
Ameriprise Financial April 2009 - July 2011
Ameriprise Financial January 2005 - March 2009
American Express January 2000 - December 2004
Skills
Leadership Development, Change Management, Sales Management, Business Strategy, Customer Relations, P&L Management, New Business Development, Compliance, Insurance, Financial Planning, Team Management, Strategic Financial..., Leadership, Management, Asset Allocation, Customer Service, Team Leadership, Program Management, Strategy, Consulting, Start-ups, Executive Management, Risk Management, Retirement Planning, Financial Advisory, Training, Recruiting, Organizational...
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Business Administration and Management, General
American University - Kogod School of Business 1985 — 1989
B.S., Business Administration, Urban Development
Georgia State University 2012 — 2012
Certification, Emerging Markets Strategies
Contractor Connection May 2013 - Present
Ameriprise Financial April 2009 - July 2011
Ameriprise Financial January 2005 - March 2009
American Express January 2000 - December 2004
Skills
Leadership Development, Change Management, Sales Management, Business Strategy, Customer Relations, P&L Management, New Business Development, Compliance, Insurance, Financial Planning, Team Management, Strategic Financial..., Leadership, Management, Asset Allocation, Customer Service, Team Leadership, Program Management, Strategy, Consulting, Start-ups, Executive Management, Risk Management, Retirement Planning, Financial Advisory, Training, Recruiting, Organizational...
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Business Administration and Management, General
American University - Kogod School of Business 1985 — 1989
B.S., Business Administration, Urban Development
Georgia State University 2012 — 2012
Certification, Emerging Markets Strategies
James Dinwoodie James Dinwoodie's Ameriprise Financial Experience January 2005 - Present
Job Advanced Financial Advisor, Certified Estate Planner, Chartered Retirement Planning Counselor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2005 - Present
Shakespeare's Pub Inc. January 1999 - October 2005
Dinwoodie Real Estate Investments LLC March 2000 - June 2004
Education
The University of Texas at Austin 1999 — 2001
Multiple, Finance, Political Science
Arizona State University 1997 — 1999
Ameriprise Financial January 2005 - Present
Shakespeare's Pub Inc. January 1999 - October 2005
Dinwoodie Real Estate Investments LLC March 2000 - June 2004
Education
The University of Texas at Austin 1999 — 2001
Multiple, Finance, Political Science
Arizona State University 1997 — 1999
Jonathan Dickerson's Ameriprise Financial Experience February 2007 - May 2007
Job FrontEnd Web Developer
Industry Internet
Experience
Bellhops October 2014 - Present
Treehouse Island Inc. May 2012 - May 2014
English Program In Korea (EPIK) July 2010 - March 2012
Northwestern Mutual Financial Network January 2008 - August 2010
Northwestern Mutual April 2007 - December 2007
Ameriprise Financial February 2007 - May 2007
Skills
Web Design, Web Development, JavaScript, HTML 5, CSS3, Mobile Devices, jQuery, React.js, Underscore.js, Backbone.js, APIs, Github, New Business Development, Sales, Social Media Marketing, Market Research, International Sales, Marketing, Entrepreneurship, Start-ups, Business Development, Social Media, Online Marketing, Customer Service, CSS, HTML5
Education
Appalachian State University 2003 — 2007
BS, Finance and Banking
Iron Yard Academy
Bellhops October 2014 - Present
Treehouse Island Inc. May 2012 - May 2014
English Program In Korea (EPIK) July 2010 - March 2012
Northwestern Mutual Financial Network January 2008 - August 2010
Northwestern Mutual April 2007 - December 2007
Ameriprise Financial February 2007 - May 2007
Skills
Web Design, Web Development, JavaScript, HTML 5, CSS3, Mobile Devices, jQuery, React.js, Underscore.js, Backbone.js, APIs, Github, New Business Development, Sales, Social Media Marketing, Market Research, International Sales, Marketing, Entrepreneurship, Start-ups, Business Development, Social Media, Online Marketing, Customer Service, CSS, HTML5
Education
Appalachian State University 2003 — 2007
BS, Finance and Banking
Iron Yard Academy
Krishna Muppaneni, PMP Krishna Muppaneni, PMP's Ameriprise Financial Experience 2005 - 2006
Job Executive CIO / ERP Advisory Leader
Industry Management Consulting
Experience
NTT DATA Americas 2011 - 2014
Levi Strauss & Co. 2010 - 2011
Bristol-Myers Squibb 2010 - 2010
Symphony Corporation 2009 - 2010
Mayo Clinic 2007 - 2009
PDL BioPharma 2007 - 2007
The Schwan Food Company 2006 - 2007
Ameriprise Financial 2005 - 2006
Medtronic 2004 - 2005
Lexmark 2003 - 2004
Skills
Program Management, ERP, PMO, Business Intelligence, Project Management, Business Process, Change Management, Business Process..., SAP ERP, Business Analysis, Global Delivery, Integration, SAP, SDLC, Management, Project Delivery, Cross-functional Team..., CRM, Outsourcing, SAP R/3, Strategy, Leadership, Pre-sales, Strategic Planning, Governance, Organizational..., Solution Architecture, Sarbanes-Oxley Act, Portfolio Management, Outsourcing Management, Enterprise Software, Resource Management, Consulting, Integrated Project..., Team Management, Business Process..., Vendor Management, Team Leadership, Programme Delivery, P & L Ownership, Project Planning, IT Strategy
Education
Andhra University
B.Tech, Engineering
Indian Institute of Technology, Kharagpur
M.Tech, Engineering & Technology
National Institute of Industrial Engineering
Masters Diploma, Computer Applications
University of Management and Technology
Executive Certificate, Project Management
NTT DATA Americas 2011 - 2014
Levi Strauss & Co. 2010 - 2011
Bristol-Myers Squibb 2010 - 2010
Symphony Corporation 2009 - 2010
Mayo Clinic 2007 - 2009
PDL BioPharma 2007 - 2007
The Schwan Food Company 2006 - 2007
Ameriprise Financial 2005 - 2006
Medtronic 2004 - 2005
Lexmark 2003 - 2004
Skills
Program Management, ERP, PMO, Business Intelligence, Project Management, Business Process, Change Management, Business Process..., SAP ERP, Business Analysis, Global Delivery, Integration, SAP, SDLC, Management, Project Delivery, Cross-functional Team..., CRM, Outsourcing, SAP R/3, Strategy, Leadership, Pre-sales, Strategic Planning, Governance, Organizational..., Solution Architecture, Sarbanes-Oxley Act, Portfolio Management, Outsourcing Management, Enterprise Software, Resource Management, Consulting, Integrated Project..., Team Management, Business Process..., Vendor Management, Team Leadership, Programme Delivery, P & L Ownership, Project Planning, IT Strategy
Education
Andhra University
B.Tech, Engineering
Indian Institute of Technology, Kharagpur
M.Tech, Engineering & Technology
National Institute of Industrial Engineering
Masters Diploma, Computer Applications
University of Management and Technology
Executive Certificate, Project Management
Curtis Beagle, CFP® Curtis Beagle, CFP®'s Ameriprise Financial Experience February 2008 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial February 2008 - Present
Ameriprise Financial October 1998 - Present
Ameriprise Financial March 2000 - October 2002
Education
Adrian College 1993 — 1997
B.S., Elementary Education
Ameriprise Financial February 2008 - Present
Ameriprise Financial October 1998 - Present
Ameriprise Financial March 2000 - October 2002
Education
Adrian College 1993 — 1997
B.S., Elementary Education
Rebecca Fried Rebecca Fried's Ameriprise Financial Experience August 2005 - May 2006
Job Director of Retail & Wholesale Boutiques at Sorrelli
Industry Retail
Experience
Sorrelli Jewelry 2010 - Present
Sorrelli Jewelry March 2013 - Present
Sorrelli Jewelry January 2010 - March 2013
Seniors Helping Seniors January 2009 - June 2010
Boscov's Department Store June 2006 - December 2008
BOSCOV'S DEPARTMENT STORES LLC 2006 - 2008
Ameriprise Financial August 2005 - May 2006
Skills
Social Media, Merchandising, Microsoft Office, Marketing, Jewelry, Public Relations, Event Management, Marketing Communications, Customer Service, Fashion, Social Media Marketing, Advertising, Corporate Communications, Editing, Social Networking, Event Planning, Retail, Press Releases, Sales
Education
Albright College 2002 — 2006
Bachelor of Science, Business Administration & Fashion Merchandising
Sorrelli Jewelry 2010 - Present
Sorrelli Jewelry March 2013 - Present
Sorrelli Jewelry January 2010 - March 2013
Seniors Helping Seniors January 2009 - June 2010
Boscov's Department Store June 2006 - December 2008
BOSCOV'S DEPARTMENT STORES LLC 2006 - 2008
Ameriprise Financial August 2005 - May 2006
Skills
Social Media, Merchandising, Microsoft Office, Marketing, Jewelry, Public Relations, Event Management, Marketing Communications, Customer Service, Fashion, Social Media Marketing, Advertising, Corporate Communications, Editing, Social Networking, Event Planning, Retail, Press Releases, Sales
Education
Albright College 2002 — 2006
Bachelor of Science, Business Administration & Fashion Merchandising
Justin Newman Justin Newman's Ameriprise Financial Experience September 2003 - January 2006
Job
Industry Financial Services
Experience
Docupace Technologies May 2015 - Present
Albridge, an Affiliate of Pershing, A BNY Mellon Company August 2008 - May 2015
Albridge Solutions May 2007 - July 2008
Albridge, an Affiliate of Pershing February 2006 - May 2007
Ameriprise Financial September 2003 - January 2006
Skills
Product Management, Enterprise Software, Enterprise Data..., Performance Reporting, Product Development, Product Marketing, Product Design, Product Launch, Public Speaking, Staff Training, Product Strategy, Product Requirements, Customer Research, Software Product..., Roadmap, Online User Experience, Usability Testing, Financial Services, Integration, SDLC, Strategy, Business Analysis, Portfolio Management, User Experience, Wealth Management, Management, Vendor Management, CRM, Leadership
Education
Rutgers University-New Brunswick 2001 — 2003
B.A.
Arizona State University 1999 — 2001
N/A
Docupace Technologies May 2015 - Present
Albridge, an Affiliate of Pershing, A BNY Mellon Company August 2008 - May 2015
Albridge Solutions May 2007 - July 2008
Albridge, an Affiliate of Pershing February 2006 - May 2007
Ameriprise Financial September 2003 - January 2006
Skills
Product Management, Enterprise Software, Enterprise Data..., Performance Reporting, Product Development, Product Marketing, Product Design, Product Launch, Public Speaking, Staff Training, Product Strategy, Product Requirements, Customer Research, Software Product..., Roadmap, Online User Experience, Usability Testing, Financial Services, Integration, SDLC, Strategy, Business Analysis, Portfolio Management, User Experience, Wealth Management, Management, Vendor Management, CRM, Leadership
Education
Rutgers University-New Brunswick 2001 — 2003
B.A.
Arizona State University 1999 — 2001
N/A
Thomas Robbins, Private Wealth Advisor's Ameriprise Financial Experience July 1989 - Present
Job Beacon Bridge Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 1989 - Present
Chester Harris and Co. July 1986 - January 1989
Education
Albright College 1982 — 1986
Bachelor Degree, Business Management, 1986
Albright College 1982 — 1986
Bachelor of Science, Business management
Ameriprise Financial July 1989 - Present
Chester Harris and Co. July 1986 - January 1989
Education
Albright College 1982 — 1986
Bachelor Degree, Business Management, 1986
Albright College 1982 — 1986
Bachelor of Science, Business management
William Reid Howard, CFP®, MBA William Reid Howard, CFP®, MBA's Ameriprise Financial Experience March 2008 - August 2012
Job Investment Banking Associate at Focus Investment Banking
Industry Financial Services
Experience
Focus Investment Banking May 2014 - Present
Focus Investment Banking June 2013 - May 2014
Ameriprise Financial March 2008 - August 2012
Ameriprise Financial January 2006 - March 2008
Ameriprise Financial January 2003 - January 2006
Skills
Investment Banking, Wealth Management, Strategic Financial..., Financial Analysis, Valuation, Corporate Finance, Capital IQ, Bloomberg, Mergers & Acquisitions, Venture Capital, Certified Financial..., Series 7, Series 66, Financial Modeling, Investments, Analysis, Banking, Analytics, Financial Planners, Asset Allocation, Investment Strategies, Financial Advisory, Financial Services, Exchange Traded Funds, Real Estate Investment..., Mutual Funds, Insurance, CRM, Financial Planning, Finance
Education
Manchester Business School 2012 — 2014
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2002 — 2006
B.S., Resource Management
Focus Investment Banking May 2014 - Present
Focus Investment Banking June 2013 - May 2014
Ameriprise Financial March 2008 - August 2012
Ameriprise Financial January 2006 - March 2008
Ameriprise Financial January 2003 - January 2006
Skills
Investment Banking, Wealth Management, Strategic Financial..., Financial Analysis, Valuation, Corporate Finance, Capital IQ, Bloomberg, Mergers & Acquisitions, Venture Capital, Certified Financial..., Series 7, Series 66, Financial Modeling, Investments, Analysis, Banking, Analytics, Financial Planners, Asset Allocation, Investment Strategies, Financial Advisory, Financial Services, Exchange Traded Funds, Real Estate Investment..., Mutual Funds, Insurance, CRM, Financial Planning, Finance
Education
Manchester Business School 2012 — 2014
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2002 — 2006
B.S., Resource Management
Karen Tidemand's Ameriprise Financial Experience 2000 - 2002
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
Kendra Jones Kendra Jones's Ameriprise Financial Experience May 2010 - August 2010
Job Student at Villanova UniversityVillanova School of Business
Industry Sports
Experience
Villanova University August 2011 - December 2013
Wells Fargo Center May 2012 - July 2012
Seamus Donnelly Soccer School May 2011 - July 2011
American University Athletics Department November 2009 - March 2011
Ameriprise Financial May 2010 - August 2010
Skills
Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Facebook, Microsoft Word, Sports Marketing, Research, Public Relations, Customer Service, Ticket Sales
Education
Villanova University-Villanova School of Business 2011 — 2013
Marketing
American University - Kogod School of Business 2009 — 2011
Business Management and Marketing
Hershey High School
Villanova University August 2011 - December 2013
Wells Fargo Center May 2012 - July 2012
Seamus Donnelly Soccer School May 2011 - July 2011
American University Athletics Department November 2009 - March 2011
Ameriprise Financial May 2010 - August 2010
Skills
Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Facebook, Microsoft Word, Sports Marketing, Research, Public Relations, Customer Service, Ticket Sales
Education
Villanova University-Villanova School of Business 2011 — 2013
Marketing
American University - Kogod School of Business 2009 — 2011
Business Management and Marketing
Hershey High School
Rich Kendrick Rich Kendrick's Ameriprise Financial Experience May 2007 - December 2008
Job Senior Vice President Marketing at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2015 - Present
Steben & Company, Inc. 2012 - 2015
ProShare Advisors LLC 2008 - 2012
Ameriprise Financial May 2007 - December 2008
Rydex Investments 2002 - 2007
Corporate Executive Board 2001 - 2002
Oppenheimer & Co. Inc. 1991 - 1999
Skills
Marketing Strategy, Digital Marketing, Strategic Partnerships, Mutual Funds, Marketing Communications, Marketing, ETFs, Alternative Investments, Market Research, Management, Asset Management, Advertising, Product Development, Product Marketing, Strategic Planning, Integrated Marketing, Online Advertising, Marketing Management, Asset Managment, Market Planning, Copywriting, Sales, Search Engine..., Investment Strategies, Investments, Competitive Analysis, CRM, Brand Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Maketing & Strategy
Harvard Business School 2005 — 2005
Certificate in Marketing Strategy
Adelphi University
BS, Management & Communications
Chaminade High School
High School
Neuberger Berman May 2015 - Present
Steben & Company, Inc. 2012 - 2015
ProShare Advisors LLC 2008 - 2012
Ameriprise Financial May 2007 - December 2008
Rydex Investments 2002 - 2007
Corporate Executive Board 2001 - 2002
Oppenheimer & Co. Inc. 1991 - 1999
Skills
Marketing Strategy, Digital Marketing, Strategic Partnerships, Mutual Funds, Marketing Communications, Marketing, ETFs, Alternative Investments, Market Research, Management, Asset Management, Advertising, Product Development, Product Marketing, Strategic Planning, Integrated Marketing, Online Advertising, Marketing Management, Asset Managment, Market Planning, Copywriting, Sales, Search Engine..., Investment Strategies, Investments, Competitive Analysis, CRM, Brand Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Maketing & Strategy
Harvard Business School 2005 — 2005
Certificate in Marketing Strategy
Adelphi University
BS, Management & Communications
Chaminade High School
High School
Kenneth Kriebel, CRPC®, AAMS®, AWMA® Kenneth Kriebel, CRPC®, AAMS®, AWMA®'s Ameriprise Financial Experience 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1997 - Present
Pennsylvania State Board of Finance & Revenue 1994 - 1998
Education
Albright College
B.S., Finance
Ameriprise Financial 1997 - Present
Pennsylvania State Board of Finance & Revenue 1994 - 1998
Education
Albright College
B.S., Finance
Gretchen Ditto, CFP®, ChFC®, CLU®, Gretchen Ditto, CFP®, ChFC®, CLU®,'s Ameriprise Financial Experience January 2007 - February 2009
Job Region Vice President at Ameriprise Financial, RiverSource Insurance
Industry Financial Services
Experience
Ameriprise Financial, RiverSource Insurance August 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - August 2013
Ditto & Co February 2009 - September 2011
Ameriprise Financial January 2007 - February 2009
Ameriprise Financial May 2004 - January 2007
LPL November 2002 - May 2004
Ameriprise Financial 1999 - 2002
Ameriprise Financial Services, Inc. January 1996 - August 1999
Education
Arizona State University
Bachelor of Science, Marketing
Ameriprise Financial, RiverSource Insurance August 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - August 2013
Ditto & Co February 2009 - September 2011
Ameriprise Financial January 2007 - February 2009
Ameriprise Financial May 2004 - January 2007
LPL November 2002 - May 2004
Ameriprise Financial 1999 - 2002
Ameriprise Financial Services, Inc. January 1996 - August 1999
Education
Arizona State University
Bachelor of Science, Marketing
Philip Pappas, Ph.D., CFP®, CRPC®, ADPA® Philip Pappas, Ph.D., CFP®, CRPC®, ADPA®'s Ameriprise Financial Experience 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1998 - Present
Education
Northern Arizona University
Ph.D., Planning, Policy and Econ Development
Cornell University 1983 — 1985
MPS, Finance and Computers
Allegheny College 1975 — 1979
BA, Economics and Political Science
Ameriprise Financial 1998 - Present
Education
Northern Arizona University
Ph.D., Planning, Policy and Econ Development
Cornell University 1983 — 1985
MPS, Finance and Computers
Allegheny College 1975 — 1979
BA, Economics and Political Science
Scott Mather Scott Mather's Ameriprise Financial Experience February 1983 - Present
Job CFP®, CRPC®, MBA , Private Wealth Advisor, CA Insurance #0C93195
Industry Financial Services
Experience
Ameriprise Financial February 1983 - Present
Education
American University 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
Southern Connecticut State University 1975 — 1979
Bachelor of Science (BS), Economics
Ameriprise Financial February 1983 - Present
Education
American University 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
Southern Connecticut State University 1975 — 1979
Bachelor of Science (BS), Economics
Joseph Marinaccio, CFP, ChFC, CLU Joseph Marinaccio, CFP, ChFC, CLU's Ameriprise Financial Experience September 1992 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial September 1992 - Present
Ameriprise Financial 2004 - 2010
Ameriprise Financial 1992 - 2004
American Express 1992 - 2002
Education
Adelphi University 1988 — 1992
BBA, Management, Finance
Seaford High School 1985 — 1988
Ameriprise Financial September 1992 - Present
Ameriprise Financial 2004 - 2010
Ameriprise Financial 1992 - 2004
American Express 1992 - 2002
Education
Adelphi University 1988 — 1992
BBA, Management, Finance
Seaford High School 1985 — 1988
Anjuli Kumar Anjuli Kumar's Ameriprise Financial Experience 1996 - Present
Job Marketing Management and Coach at Breaking Boundaries
Industry Consumer Services
Experience
Breaking Boundaries May 2007 - Present
Breaking Boundaries March 2007 - Present
Ameriprise Financial 1996 - Present
Ameriprise Financial Services, Inc. 2008 - 2009
Instituional Shareholder Services February 1995 - September 2000
Education
New York University 2007 — 2009
Certificate, Executive Coaching
New York University 2001 — 2009
Certificate, Marketing Management
American University - Kogod School of Business 1992 — 1996
BA, Public Relations, Public Communications
Breaking Boundaries May 2007 - Present
Breaking Boundaries March 2007 - Present
Ameriprise Financial 1996 - Present
Ameriprise Financial Services, Inc. 2008 - 2009
Instituional Shareholder Services February 1995 - September 2000
Education
New York University 2007 — 2009
Certificate, Executive Coaching
New York University 2001 — 2009
Certificate, Marketing Management
American University - Kogod School of Business 1992 — 1996
BA, Public Relations, Public Communications
Andre Thornton Andre Thornton's Ameriprise Financial Experience July 2005 - February 2008
Job Medicare Sales at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare August 2011 - Present
UnitedHealth Group 2010 - 2013
MetLife Financial Services July 2008 - December 2010
metlife 2008 - 2009
Kappa Alpha PSI 1976 - 2009
Ameriprise Financial July 2005 - February 2008
Skills
Investments, Retirement, Insurance, Asset Allocation, Financial Services, Small Business, Finance, Employee Benefits, Securities, Succession Planning, Personal Finance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Mutual Funds, Underwriting, Health Insurance, Term Life Insurance, Strategic Financial..., Property & Casualty..., Long-term Care, Financial Goals, Medicare, Portfolio Management
Education
Arizona State University 1977 — 1981
University of Nevada-Las Vegas 1971 — 1976
BS
UnitedHealthcare August 2011 - Present
UnitedHealth Group 2010 - 2013
MetLife Financial Services July 2008 - December 2010
metlife 2008 - 2009
Kappa Alpha PSI 1976 - 2009
Ameriprise Financial July 2005 - February 2008
Skills
Investments, Retirement, Insurance, Asset Allocation, Financial Services, Small Business, Finance, Employee Benefits, Securities, Succession Planning, Personal Finance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Mutual Funds, Underwriting, Health Insurance, Term Life Insurance, Strategic Financial..., Property & Casualty..., Long-term Care, Financial Goals, Medicare, Portfolio Management
Education
Arizona State University 1977 — 1981
University of Nevada-Las Vegas 1971 — 1976
BS
Christopher Sprau's Ameriprise Financial Experience December 2006 - July 2009
Job HR Operations Supervisor at UnitedHealth Group
Industry Human Resources
Experience
UnitedHealth Group October 2014 - Present
UnitedHealth Group June 2013 - October 2014
UnitedHealth Group October 2011 - June 2013
UnitedHealth Group September 2009 - October 2011
Volt Services Group August 2009 - September 2009
Ameriprise Financial December 2006 - July 2009
Ameriprise Financial April 2006 - December 2006
Ameriprise Financial 2002 - April 2006
Ameriprise Financial April 2000 - 2002
Skills
PeopleSoft, Payroll, Microsoft Office, HRIS, Customer Service, Outlook, Excel, Word, Documentation, Problem Solving, Employee Engagement, Microsoft Excel, Software Documentation, Microsoft Word, Leadership, Process Improvement, Management
Education
Bethel University 2013 — 2016
Master of Business Administration (MBA)
University of Minnesota Duluth 1997 — 2000
Bachelors of Business Administration, Human Resource Management, Psychology
Anoka Ramsey Community College 1995 — 1997
Associate of Arts, Generals
UnitedHealth Group October 2014 - Present
UnitedHealth Group June 2013 - October 2014
UnitedHealth Group October 2011 - June 2013
UnitedHealth Group September 2009 - October 2011
Volt Services Group August 2009 - September 2009
Ameriprise Financial December 2006 - July 2009
Ameriprise Financial April 2006 - December 2006
Ameriprise Financial 2002 - April 2006
Ameriprise Financial April 2000 - 2002
Skills
PeopleSoft, Payroll, Microsoft Office, HRIS, Customer Service, Outlook, Excel, Word, Documentation, Problem Solving, Employee Engagement, Microsoft Excel, Software Documentation, Microsoft Word, Leadership, Process Improvement, Management
Education
Bethel University 2013 — 2016
Master of Business Administration (MBA)
University of Minnesota Duluth 1997 — 2000
Bachelors of Business Administration, Human Resource Management, Psychology
Anoka Ramsey Community College 1995 — 1997
Associate of Arts, Generals
Callan Broos's Ameriprise Financial Experience May 2008 - December 2008
Job Project Coordinator at ASBO International
Industry Nonprofit Organization Management
Experience
ASBO International April 2013 - Present
DelCor Technology Solutions December 2009 - April 2013
Ameriprise Financial May 2008 - December 2008
Ameriprise Financial Services, Inc. May 2006 - August 2006
Skills
Marketing, Project Management, Access, Visio, Microsoft Excel, Web Design, Event Planning, Social Media, Microsoft Office, Customer Service, Social Networking, Nonprofits, Social Media Marketing, Graphic Design, Outlook, Public Speaking
Education
American University - Kogod School of Business 2005 — 2009
BSBA, International Marketing, Information and Systems Technology
University College Dublin 2007 — 2007
Study Abroad Program, Business
ASBO International April 2013 - Present
DelCor Technology Solutions December 2009 - April 2013
Ameriprise Financial May 2008 - December 2008
Ameriprise Financial Services, Inc. May 2006 - August 2006
Skills
Marketing, Project Management, Access, Visio, Microsoft Excel, Web Design, Event Planning, Social Media, Microsoft Office, Customer Service, Social Networking, Nonprofits, Social Media Marketing, Graphic Design, Outlook, Public Speaking
Education
American University - Kogod School of Business 2005 — 2009
BSBA, International Marketing, Information and Systems Technology
University College Dublin 2007 — 2007
Study Abroad Program, Business
Eliseo Soto Eliseo Soto's Ameriprise Financial Experience January 2009 - April 2009
Job Web Developer at Google
Industry Computer Software
Experience
Google September 2012 - Present
Motorola Mobility July 2011 - September 2012
Apple Inc. August 2009 - June 2011
Infosys January 2009 - June 2011
Ameriprise Financial January 2009 - April 2009
Softtek March 2006 - December 2008
Genworth Financial March 2006 - December 2008
Fortia Technology April 2005 - December 2005
Freelance Project August 2004 - June 2005
Global Systems March 2004 - June 2004
Skills
Java, JavaScript, Spring, Groovy, Software Development, TDD, Hibernate, Grails, Eclipse, Tomcat
Education
Instituto Tecnológico de Ciudad Madero 1995 — 2000
Engineer, Computer Science Engineering
CBTis 164
CBTis 164
Google September 2012 - Present
Motorola Mobility July 2011 - September 2012
Apple Inc. August 2009 - June 2011
Infosys January 2009 - June 2011
Ameriprise Financial January 2009 - April 2009
Softtek March 2006 - December 2008
Genworth Financial March 2006 - December 2008
Fortia Technology April 2005 - December 2005
Freelance Project August 2004 - June 2005
Global Systems March 2004 - June 2004
Skills
Java, JavaScript, Spring, Groovy, Software Development, TDD, Hibernate, Grails, Eclipse, Tomcat
Education
Instituto Tecnológico de Ciudad Madero 1995 — 2000
Engineer, Computer Science Engineering
CBTis 164
CBTis 164
Dante' T. Rabb Dante' T. Rabb's Ameriprise Financial Experience January 2012 - August 2012
Job Field Support Thought Partner at The Prudential Insurance Company of America
Industry Sports
Experience
The Prudential Insurance Company of America January 2015 - Present
Minnesota P.R.E.P. Basketball Organization June 2012 - Present
Minnetonka High School November 2012 - March 2013
Ameriprise Financial January 2012 - August 2012
Ameriprise Financial May 2011 - January 2012
RiverSource Life Insurance Company May 2010 - May 2011
Outside Distribution August 2006 - May 2010
Outside Distribution August 2004 - August 2006
Invesco Aim October 2000 - August 2004
Skills
Sales, Retirement, Fixed Annuities, Financial Services, Mutual Funds, Coaching, Variable Annuities, File Management, Coordination, Corporate Communications, Sales Presentations, Relationship Management, Customer Service, Marketing, Management, Process Improvement, Finance, Recruiting, Team Building
Education
Abilene Christian University 1998 — 2000
B.A, Business Administration; Finance
Montana State University-Bozeman 1996 — 1998
Frank Phillips College 1994 — 1995
Klein Forest High School 1991 — 1994
The Prudential Insurance Company of America January 2015 - Present
Minnesota P.R.E.P. Basketball Organization June 2012 - Present
Minnetonka High School November 2012 - March 2013
Ameriprise Financial January 2012 - August 2012
Ameriprise Financial May 2011 - January 2012
RiverSource Life Insurance Company May 2010 - May 2011
Outside Distribution August 2006 - May 2010
Outside Distribution August 2004 - August 2006
Invesco Aim October 2000 - August 2004
Skills
Sales, Retirement, Fixed Annuities, Financial Services, Mutual Funds, Coaching, Variable Annuities, File Management, Coordination, Corporate Communications, Sales Presentations, Relationship Management, Customer Service, Marketing, Management, Process Improvement, Finance, Recruiting, Team Building
Education
Abilene Christian University 1998 — 2000
B.A, Business Administration; Finance
Montana State University-Bozeman 1996 — 1998
Frank Phillips College 1994 — 1995
Klein Forest High School 1991 — 1994
Monira Sultana Monira Sultana's Ameriprise Financial Experience October 2007 - June 2008
Job Lead Software Test Engineer (Consultant) at GE Software (Healthcare)
Industry Information Technology and Services
Experience
GE Healthcare December 2014 - Present
HappyHello.com October 2013 - November 2014
Dell April 2013 - August 2013
Dell August 2011 - March 2013
Augeo Affinity Marketing April 2010 - June 2011
Wells Fargo August 2008 - February 2010
Ameriprise Financial October 2007 - June 2008
Skills
SDLC, Test Planning, Quality Assurance, User Acceptance Testing, Quality Center, System Testing, Regression Testing, Test Management, Defect Tracking, Resource Management, Process Improvement, Software Project..., Use Case Analysis, Testing Tools, Software Documentation, JIRA, Problem Solving, Gap Analysis, Release Management, Visio, Web Applications, QA Training, Requirements Analysis, SQL, HP Quality Center, Project Management, Selenium WebDriver, Functional Requirements, Product Launch, Test tools management, QA Strategy and Process..., Use Case, Requirements..., Defect Life Cycle, Process Analysis, Process Flow, Use Case Diagrams, Multi-vendor..., SW Risk Management, Firebug, IE/Chrome Dev tools, Rally, BDD, Jbehave, Test Automation..., AutoIt, Testing in Big Data..., ETL Testing
Education
Metropolitan State University 2007 — 2010
Masters, Management Information Systems
Asian University of Bangladesh 2000 — 2002
MBA, Accounting and Finance
GE Healthcare December 2014 - Present
HappyHello.com October 2013 - November 2014
Dell April 2013 - August 2013
Dell August 2011 - March 2013
Augeo Affinity Marketing April 2010 - June 2011
Wells Fargo August 2008 - February 2010
Ameriprise Financial October 2007 - June 2008
Skills
SDLC, Test Planning, Quality Assurance, User Acceptance Testing, Quality Center, System Testing, Regression Testing, Test Management, Defect Tracking, Resource Management, Process Improvement, Software Project..., Use Case Analysis, Testing Tools, Software Documentation, JIRA, Problem Solving, Gap Analysis, Release Management, Visio, Web Applications, QA Training, Requirements Analysis, SQL, HP Quality Center, Project Management, Selenium WebDriver, Functional Requirements, Product Launch, Test tools management, QA Strategy and Process..., Use Case, Requirements..., Defect Life Cycle, Process Analysis, Process Flow, Use Case Diagrams, Multi-vendor..., SW Risk Management, Firebug, IE/Chrome Dev tools, Rally, BDD, Jbehave, Test Automation..., AutoIt, Testing in Big Data..., ETL Testing
Education
Metropolitan State University 2007 — 2010
Masters, Management Information Systems
Asian University of Bangladesh 2000 — 2002
MBA, Accounting and Finance
Kim Van Wagenen Kim Van Wagenen's Ameriprise Financial Experience 2015 - Present
Job Marketing Specialist Ameriprise Financial Services, Inc.
Industry Consumer Services
Experience
Ameriprise Financial 2015 - Present
Omni Scottsdale Resort and Spa at Montelucia June 2012 - August 2015
Mile Marker Massage October 2011 - August 2015
All Wood Treasures November 2002 - March 2009
SalesRepCentral.com January 2000 - January 2002
Computer Associates, Inc. February 1999 - January 2000
MicroAge, Inc. May 1995 - February 1999
Skills
Management, Training, Healing, Marketing Communications, Sales, Marketing, Leadership, Therapeutic Massage, Deep Tissue Massage, Team Building, CRM, Account Management, Advertising, Strategy, Online Advertising, Bodywork, Process Improvement, Multi-channel Marketing, Strategic Planning, Program Management, New Business Development
Education
Arizona State University 1995 — 1998
Marketing
Arizona State University 1991 — 1995
BS, Marketing
Ameriprise Financial 2015 - Present
Omni Scottsdale Resort and Spa at Montelucia June 2012 - August 2015
Mile Marker Massage October 2011 - August 2015
All Wood Treasures November 2002 - March 2009
SalesRepCentral.com January 2000 - January 2002
Computer Associates, Inc. February 1999 - January 2000
MicroAge, Inc. May 1995 - February 1999
Skills
Management, Training, Healing, Marketing Communications, Sales, Marketing, Leadership, Therapeutic Massage, Deep Tissue Massage, Team Building, CRM, Account Management, Advertising, Strategy, Online Advertising, Bodywork, Process Improvement, Multi-channel Marketing, Strategic Planning, Program Management, New Business Development
Education
Arizona State University 1995 — 1998
Marketing
Arizona State University 1991 — 1995
BS, Marketing
Sarah Green Toews, MA's Ameriprise Financial Experience February 2007 - April 2009
Job Not your average training leader, I'm disrupting learningasusual and making every enablement interaction count.
Industry Computer Software
Experience
Anaplan April 2014 - Present
SuccessFactors, an SAP Company April 2012 - April 2014
Jobs2web April 2011 - April 2012
UnitedHealth Group April 2009 - March 2011
Ameriprise Financial February 2007 - April 2009
Carlson Marketing November 2005 - March 2007
Metris Companies March 2004 - November 2005
JVS December 2002 - March 2004
Target April 1998 - December 2002
Skills
Training Delivery, Training, Instructional Design, Performance Management, Organizational..., Leadership, Leadership Development, Talent Management, Needs Analysis, Onboarding, Organizational Design, E-Learning, Career Development, Management, Consulting, Blended Learning, Workshop Facilitation, Strategy, Staff Development, Recruiting, Workforce Planning, Anaplan, Hands-on Training, Performance Consulting, Human Resources, Change Management, PowerPoint, Instructor-led Training, Strategic Planning, Adult Education, HRIS, Performance Improvement, Coaching, Technical Training, Learning Management, ADDIE, Employee Training, Succession Planning, Organizational..., Community Building, Evaluation, Knowledge Management, Global Management, Software Training, Sales Skills Training, Internal Communications, Articulate, Learning Management..., Metrics, SaaS
Education
University of Saint Thomas 2004 — 2007
MA
Alfred Adler Graduate School 2001 — 2004
Certification
Hamline University 2003 — 2003
GCDF
University of St. Thomas 1997 — 2001
BA
West Central Area High School
High School Diploma
Anaplan April 2014 - Present
SuccessFactors, an SAP Company April 2012 - April 2014
Jobs2web April 2011 - April 2012
UnitedHealth Group April 2009 - March 2011
Ameriprise Financial February 2007 - April 2009
Carlson Marketing November 2005 - March 2007
Metris Companies March 2004 - November 2005
JVS December 2002 - March 2004
Target April 1998 - December 2002
Skills
Training Delivery, Training, Instructional Design, Performance Management, Organizational..., Leadership, Leadership Development, Talent Management, Needs Analysis, Onboarding, Organizational Design, E-Learning, Career Development, Management, Consulting, Blended Learning, Workshop Facilitation, Strategy, Staff Development, Recruiting, Workforce Planning, Anaplan, Hands-on Training, Performance Consulting, Human Resources, Change Management, PowerPoint, Instructor-led Training, Strategic Planning, Adult Education, HRIS, Performance Improvement, Coaching, Technical Training, Learning Management, ADDIE, Employee Training, Succession Planning, Organizational..., Community Building, Evaluation, Knowledge Management, Global Management, Software Training, Sales Skills Training, Internal Communications, Articulate, Learning Management..., Metrics, SaaS
Education
University of Saint Thomas 2004 — 2007
MA
Alfred Adler Graduate School 2001 — 2004
Certification
Hamline University 2003 — 2003
GCDF
University of St. Thomas 1997 — 2001
BA
West Central Area High School
High School Diploma
Kendra Flory Kendra Flory's Ameriprise Financial Experience April 2012 - August 2013
Job Administrative Assistant at Church of the Brethren Western Plains District
Industry Religious Institutions
Experience
Hugo Dahlstrom CPA August 2013 - Present
First Church of the Brethren, McPherson KS September 2011 - Present
Church of the Brethren Western Plains District December 2009 - Present
Ameriprise Financial April 2012 - August 2013
Old Mill Museum April 2012 - July 2013
Bethany College KS September 2012 - May 2013
Skills
Administrative..., Event Planning, Microsoft Office, Outlook, Microsoft Word, Data Entry, PowerPoint, Nonprofits, Public Speaking, Community Outreach, Editing, Customer Service
Education
Bethany Theological Seminary 2004 — 2009
Master of Divinity (M.Div.)
Bridgewater College
Bachelor of Arts (B.A.), Music
Hugo Dahlstrom CPA August 2013 - Present
First Church of the Brethren, McPherson KS September 2011 - Present
Church of the Brethren Western Plains District December 2009 - Present
Ameriprise Financial April 2012 - August 2013
Old Mill Museum April 2012 - July 2013
Bethany College KS September 2012 - May 2013
Skills
Administrative..., Event Planning, Microsoft Office, Outlook, Microsoft Word, Data Entry, PowerPoint, Nonprofits, Public Speaking, Community Outreach, Editing, Customer Service
Education
Bethany Theological Seminary 2004 — 2009
Master of Divinity (M.Div.)
Bridgewater College
Bachelor of Arts (B.A.), Music
Paul Trobiani's Ameriprise Financial Experience February 2011 - Present
Job Sales Supervision Manager Advice Team at Ameriprise National Headquarters
Industry Financial Services
Experience
Ameriprise Financial February 2011 - Present
Ameriprise Financial May 2010 - February 2011
New England Financial January 2009 - April 2010
Reservoir Health Corporation January 2008 - August 2008
Morgan Stanley Dean Witter March 2006 - September 2006
Skills
Series 7, Financial Planning, Securities, Financial Analysis, Reporting & Analysis, Series 24, Series 66, Series 9/10, Strategic Financial..., Uniform Combined State..., Financial Modeling, Financial Advisory, Investments, Financial Services, FINRA, Leadership, Investment Advisory, Finance, Asset Allocation, Retirement Planning, Mutual Funds
Education
The American College 2014 — 2015
CFP, Certified Financial Planner
Arizona State University 2003 — 2007
Bachelor of Science Business Administration, Finance
Maple Grove Senior High 2001 — 2003
High School
St. Paul Academy and Summit School 1991 — 2000
FINRA
Ameriprise Financial February 2011 - Present
Ameriprise Financial May 2010 - February 2011
New England Financial January 2009 - April 2010
Reservoir Health Corporation January 2008 - August 2008
Morgan Stanley Dean Witter March 2006 - September 2006
Skills
Series 7, Financial Planning, Securities, Financial Analysis, Reporting & Analysis, Series 24, Series 66, Series 9/10, Strategic Financial..., Uniform Combined State..., Financial Modeling, Financial Advisory, Investments, Financial Services, FINRA, Leadership, Investment Advisory, Finance, Asset Allocation, Retirement Planning, Mutual Funds
Education
The American College 2014 — 2015
CFP, Certified Financial Planner
Arizona State University 2003 — 2007
Bachelor of Science Business Administration, Finance
Maple Grove Senior High 2001 — 2003
High School
St. Paul Academy and Summit School 1991 — 2000
FINRA
Jan Raph Jan Raph's Ameriprise Financial Experience September 2006 - March 2009
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
Christina Perley Clark Christina Perley Clark's Ameriprise Financial Experience October 2006 - April 2009
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
JPMorgan Chase October 2013 - August 2015
Merrill Lynch July 2010 - March 2013
Oppenheimer & Co. May 2009 - July 2010
Ameriprise Financial October 2006 - April 2009
Annie Aubry*s Fleurs May 2005 - July 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Credit and Lending, Cash Management, Asset Management, Risk Management, Strategic Financial..., Credit, Loans, Asset Managment, Analysis, Finance, Leadership, Insurance, Equities, Alternative Investments, Mutual Funds, Financial Analysis, Portfolio Management, Budgets, Asset Allocation, Estate Planning, Series 63
Education
Texas A&M University 2002 — 2006
Bachelor of Science, Economics and Focus in Marketing
Groupe Ecole supérieure d'Agriculture d'Angers 2005 — 2005
Viticulture and Gastronomy
Morgan Stanley August 2015 - Present
JPMorgan Chase October 2013 - August 2015
Merrill Lynch July 2010 - March 2013
Oppenheimer & Co. May 2009 - July 2010
Ameriprise Financial October 2006 - April 2009
Annie Aubry*s Fleurs May 2005 - July 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Credit and Lending, Cash Management, Asset Management, Risk Management, Strategic Financial..., Credit, Loans, Asset Managment, Analysis, Finance, Leadership, Insurance, Equities, Alternative Investments, Mutual Funds, Financial Analysis, Portfolio Management, Budgets, Asset Allocation, Estate Planning, Series 63
Education
Texas A&M University 2002 — 2006
Bachelor of Science, Economics and Focus in Marketing
Groupe Ecole supérieure d'Agriculture d'Angers 2005 — 2005
Viticulture and Gastronomy
Yann Frachi Yann Frachi's Ameriprise Financial Experience May 2010 - December 2010
Job Founder/CEO IRONOVA LLC
Industry Information Technology and Services
Experience
IRONOVA LLC December 2011 - Present
BPCE April 2011 - October 2011
Ameriprise Financial May 2010 - December 2010
BPCE September 2008 - September 2009
Banque Populaire Côte d'Azur September 2005 - September 2007
Skills
Management, Analysis, French, Finance, English, Gestion de portefeuille, Equities, Accounting, Gestion de projet, Marketing, Technology, IOT, Wearables, Stratégie, Stratégie marketing, Responsable produit, Analyse financière, Consulting, Leadership, Stratégie commerciale, Planification..., Microsoft Office, Entrepreneuriat, Gestion d'actifs, Développement commercial, Réseaux sociaux, Gestion d'équipe, New Business Development, Start-up, Communication marketing, Planification..., Produits dérivés, BtoB, Obligations/titres à...
Education
KEDGE Business School 2009 — 2011
Master's degree Master of Science: Financial Engineering, Financial Engineering
Aix-Marseille Université 2007 — 2009
Bachelor degree Bank and finance, Finance
IRONOVA LLC December 2011 - Present
BPCE April 2011 - October 2011
Ameriprise Financial May 2010 - December 2010
BPCE September 2008 - September 2009
Banque Populaire Côte d'Azur September 2005 - September 2007
Skills
Management, Analysis, French, Finance, English, Gestion de portefeuille, Equities, Accounting, Gestion de projet, Marketing, Technology, IOT, Wearables, Stratégie, Stratégie marketing, Responsable produit, Analyse financière, Consulting, Leadership, Stratégie commerciale, Planification..., Microsoft Office, Entrepreneuriat, Gestion d'actifs, Développement commercial, Réseaux sociaux, Gestion d'équipe, New Business Development, Start-up, Communication marketing, Planification..., Produits dérivés, BtoB, Obligations/titres à...
Education
KEDGE Business School 2009 — 2011
Master's degree Master of Science: Financial Engineering, Financial Engineering
Aix-Marseille Université 2007 — 2009
Bachelor degree Bank and finance, Finance
Stacy Herrera Stacy Herrera's Ameriprise Financial Experience July 2008 - September 2008
Job Administrative Assistant
Industry Executive Office
Experience
Land O'Lakes, Inc. 2014 - 2014
Alta Property Group May 2012 - October 2013
Rabobank September 2008 - June 2009
Ameriprise Financial July 2008 - September 2008
Kelly Services / UPS October 2007 - April 2008
Wells Fargo July 2001 - August 2005
Skills
Microsoft Office 2010, Microsoft Excel, Customer Service, Microsoft Word, Administrative..., PowerPoint, Outlook, QuickBooks, Fax, Finance, Receptionist Duties, Data Entry, Time Management, Event Planning, Social Media, Telephone Skills, Spreadsheets
Education
Allan Hancock College 2011 — 2011
Certificate of completion ; and Diploma, Computer Business; and General
Santa Maria High Shool 1983 — 1987
Diploma, General Studies, 3.5
Land O'Lakes, Inc. 2014 - 2014
Alta Property Group May 2012 - October 2013
Rabobank September 2008 - June 2009
Ameriprise Financial July 2008 - September 2008
Kelly Services / UPS October 2007 - April 2008
Wells Fargo July 2001 - August 2005
Skills
Microsoft Office 2010, Microsoft Excel, Customer Service, Microsoft Word, Administrative..., PowerPoint, Outlook, QuickBooks, Fax, Finance, Receptionist Duties, Data Entry, Time Management, Event Planning, Social Media, Telephone Skills, Spreadsheets
Education
Allan Hancock College 2011 — 2011
Certificate of completion ; and Diploma, Computer Business; and General
Santa Maria High Shool 1983 — 1987
Diploma, General Studies, 3.5
Michael Lawson Michael Lawson's Ameriprise Financial Experience 2000 - 2011
Job Regional Vice President Upper Midwest at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial 2000 - 2011
Education
Andrews University 1984 — 1987
BBA, Management
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial 2000 - 2011
Education
Andrews University 1984 — 1987
BBA, Management
Brian J. White, CFP®, CRPC®, RICP® Brian J. White, CFP®, CRPC®, RICP®'s Ameriprise Financial Experience June 2004 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2004 - Present
Pfizer May 2003 - August 2004
Skills
Strategic Financial...
Education
Adelphi University 2000 — 2004
Bachelors, Business Finance
Ameriprise Financial June 2004 - Present
Pfizer May 2003 - August 2004
Skills
Strategic Financial...
Education
Adelphi University 2000 — 2004
Bachelors, Business Finance
Jennifer Fleishman's Ameriprise Financial Experience June 2010 - September 2010
Job Sr. Compensation Analyst at Sutherland Global Services
Industry Financial Services
Experience
Sutherland Global Services October 2014 - Present
Sutherland Global Services October 2013 - September 2014
Sutherland Global Services February 2011 - October 2013
Wegmans September 2010 - January 2012
Ameriprise Financial June 2010 - September 2010
Skills
Excel, Outlook, PowerPoint, Word, Microsoft Office, Visio, Customer Service, Problem Solving, Financial Analysis, Forecasting, Data Analysis, Process Improvement, Financial Reporting, Budgeting, Research, Analysis, Data Entry, Time Management, Microsoft Word, Microsoft Excel, Budgets
Education
Rochester Institute of Technology - Saunders College of Business 2006 — 2011
B.S. in Business Administration, Business Management
Sutherland Global Services October 2014 - Present
Sutherland Global Services October 2013 - September 2014
Sutherland Global Services February 2011 - October 2013
Wegmans September 2010 - January 2012
Ameriprise Financial June 2010 - September 2010
Skills
Excel, Outlook, PowerPoint, Word, Microsoft Office, Visio, Customer Service, Problem Solving, Financial Analysis, Forecasting, Data Analysis, Process Improvement, Financial Reporting, Budgeting, Research, Analysis, Data Entry, Time Management, Microsoft Word, Microsoft Excel, Budgets
Education
Rochester Institute of Technology - Saunders College of Business 2006 — 2011
B.S. in Business Administration, Business Management
David J. Whitlach David J. Whitlach's Ameriprise Financial Experience September 2012 - May 2013
Job Mortgage Loan Officer at Academy Mortgage Corporation
Industry Financial Services
Experience
Academy Mortgage Corporation October 2014 - Present
Bank of America March 2014 - October 2014
Morgan Stanley August 2013 - March 2014
Ameriprise Financial September 2012 - May 2013
Dunn-Edwards Corporation September 2010 - July 2012
Gigmark Interactive Media February 2010 - June 2010
Houlihan Smith & Company, Inc. October 2009 - March 2010
Mortgage Consultant for 12 years. Residential & Commercial Finance March 1997 - February 2010
Enterprise Rent-A-Car 1995 - 1997
Skills
Finance, Management, Loans, Banking, Sales, Marketing, Due Diligence, Business Planning, Mortgage Lending, Strategic Financial..., Strategy, Online Marketing, Small Business, Financial Services, Team Building, Coaching, Sales Management, Investments, Financial Risk, Leadership, Retirement Planning, Retirement Benefits, Investment Advisory, Residential Mortgages, Refinance, Loan Origination
Education
Arizona State University 1991 — 1994
BS, Political Science
Dobson High School 1987 — 1990
Scholastic Diploma, Scholastic Diploma
Academy Mortgage Corporation October 2014 - Present
Bank of America March 2014 - October 2014
Morgan Stanley August 2013 - March 2014
Ameriprise Financial September 2012 - May 2013
Dunn-Edwards Corporation September 2010 - July 2012
Gigmark Interactive Media February 2010 - June 2010
Houlihan Smith & Company, Inc. October 2009 - March 2010
Mortgage Consultant for 12 years. Residential & Commercial Finance March 1997 - February 2010
Enterprise Rent-A-Car 1995 - 1997
Skills
Finance, Management, Loans, Banking, Sales, Marketing, Due Diligence, Business Planning, Mortgage Lending, Strategic Financial..., Strategy, Online Marketing, Small Business, Financial Services, Team Building, Coaching, Sales Management, Investments, Financial Risk, Leadership, Retirement Planning, Retirement Benefits, Investment Advisory, Residential Mortgages, Refinance, Loan Origination
Education
Arizona State University 1991 — 1994
BS, Political Science
Dobson High School 1987 — 1990
Scholastic Diploma, Scholastic Diploma
Michael Wright, CFP® Michael Wright, CFP®'s Ameriprise Financial Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
Smith Barney July 2000 - May 2009
FSC Securities Corporation May 1996 - July 2000
Skills
Retirement Income..., Investment Advisory, Retirement Planning, Series 7, Wealth Management, Long Term Care, Financial Advisory, Long-term Care, Portfolio Management, Retirement
Education
The American College 2011 — 2012
CFP®, Financial Planning
Appalachian State University 1988 — 1990
BSBA, Finance, Risk Management
Ameriprise Financial May 2009 - Present
Smith Barney July 2000 - May 2009
FSC Securities Corporation May 1996 - July 2000
Skills
Retirement Income..., Investment Advisory, Retirement Planning, Series 7, Wealth Management, Long Term Care, Financial Advisory, Long-term Care, Portfolio Management, Retirement
Education
The American College 2011 — 2012
CFP®, Financial Planning
Appalachian State University 1988 — 1990
BSBA, Finance, Risk Management
Andre Koen Andre Koen's Ameriprise Financial Experience 2009 - 2011
Job Equity and Access Director at Adler Graduate School
Industry Education Management
Experience
Adler Graduate School 2014 - Present
Bethel University 2013 - Present
AM Horizons Training Group May 2012 - Present
Anoka County Domestic Violence Council 2008 - Present
Anoka County October 2005 - Present
Rasmussen College March 2004 - Present
AM Horizons Training Group April 1999 - Present
Ameriprise Financial 2009 - 2011
National Association of Human Rights Workers 2008 - 2010
National American University 2004 - 2005
Skills
Diversity Training, Fundraising, Training, Public Speaking, Training Videos, Leadership Development, Leadership, Staff Development, Program Management, Teaching, Team Building, Non-profits, Community Outreach, Social Media, Program Development, Volunteer Management, Conflict Resolution, Nonprofits, Management, Customer Service, Public Relations, coaching, Employee Engagement, Diversity, Cultural Diversity, employ, Employee Management, Performance Management, Performance Improvement, Training Delivery, Employee Training, Empathy, Emotional Intelligence, Life Coaching, Lifestyle Coaching, Thought Leadership, Communication, Instructor-led Training, Instructional Design, Teaching Adults, Presentations, Presentation Development, Persuasive Presentations, Improvisational Comedy, Improvisation, team, Teamwork, Helping Clients Succeed, Passion for Helping..., Helping Others Succeed
Education
University of Saint Thomas 2000 — 2004
Master of Arts (MA), Educational/Instructional Technology
National American University 1996 — 2000
BA, Orgnizational Leadership
Adler Graduate School
Adler Graduate School 2014 - Present
Bethel University 2013 - Present
AM Horizons Training Group May 2012 - Present
Anoka County Domestic Violence Council 2008 - Present
Anoka County October 2005 - Present
Rasmussen College March 2004 - Present
AM Horizons Training Group April 1999 - Present
Ameriprise Financial 2009 - 2011
National Association of Human Rights Workers 2008 - 2010
National American University 2004 - 2005
Skills
Diversity Training, Fundraising, Training, Public Speaking, Training Videos, Leadership Development, Leadership, Staff Development, Program Management, Teaching, Team Building, Non-profits, Community Outreach, Social Media, Program Development, Volunteer Management, Conflict Resolution, Nonprofits, Management, Customer Service, Public Relations, coaching, Employee Engagement, Diversity, Cultural Diversity, employ, Employee Management, Performance Management, Performance Improvement, Training Delivery, Employee Training, Empathy, Emotional Intelligence, Life Coaching, Lifestyle Coaching, Thought Leadership, Communication, Instructor-led Training, Instructional Design, Teaching Adults, Presentations, Presentation Development, Persuasive Presentations, Improvisational Comedy, Improvisation, team, Teamwork, Helping Clients Succeed, Passion for Helping..., Helping Others Succeed
Education
University of Saint Thomas 2000 — 2004
Master of Arts (MA), Educational/Instructional Technology
National American University 1996 — 2000
BA, Orgnizational Leadership
Adler Graduate School
Jacob Dax's Ameriprise Financial Experience 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2000 - Present
Ameriprise Financial 2000 - Present
Education
Texas A&M University-Commerce 1997 — 1999
Bachelor of Arts (B.A.), Economics
Ambassador University 1995 — 1997
Sheboygan North High
Ameriprise Financial Services, Inc. April 2000 - Present
Ameriprise Financial 2000 - Present
Education
Texas A&M University-Commerce 1997 — 1999
Bachelor of Arts (B.A.), Economics
Ambassador University 1995 — 1997
Sheboygan North High
Megan Fitzpatrick Megan Fitzpatrick's Ameriprise Financial Experience January 2006 - October 2009
Job
Industry Investment Management
Experience
Parametric February 2014 - April 2015
Northwest Asset Management June 2012 - March 2013
SEI August 2010 - July 2012
LPL Financial October 2009 - July 2010
Ameriprise Financial January 2006 - October 2009
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2004 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Parametric February 2014 - April 2015
Northwest Asset Management June 2012 - March 2013
SEI August 2010 - July 2012
LPL Financial October 2009 - July 2010
Ameriprise Financial January 2006 - October 2009
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2004 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
robert matthiessen's Ameriprise Financial Experience 2006 - Present
Job Sr. Director of Security at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
NYPD Intelligence July 1984 - April 2006
Skills
Enforcement, Emergency Management, Private Investigations, Physical Security, Executive Protection, Security Management, Corporate Security, Protection, Surveillance, Homeland Security
Education
Capella University 2014 — 2016
Doctor of Philosophy (Ph.D.), Public Policy and Admin.
American Public University System 2009 — 2011
MA, Homeland Security
State University of New York Empire State College 2007 — 2008
BS, Security Management
Ameriprise Financial 2006 - Present
NYPD Intelligence July 1984 - April 2006
Skills
Enforcement, Emergency Management, Private Investigations, Physical Security, Executive Protection, Security Management, Corporate Security, Protection, Surveillance, Homeland Security
Education
Capella University 2014 — 2016
Doctor of Philosophy (Ph.D.), Public Policy and Admin.
American Public University System 2009 — 2011
MA, Homeland Security
State University of New York Empire State College 2007 — 2008
BS, Security Management
Teresa Mar Teresa Mar's Ameriprise Financial Experience July 2007 - October 2009
Job Associate Program Manager
Industry Internet
Experience
Google September 2010 - Present
SAP October 2009 - September 2010
Ameriprise Financial July 2007 - October 2009
Education
Alliant International University-San Francisco Bay 2008 — 2010
Master of Arts, Organizational Psychology
University of California, Santa Cruz 2004 — 2007
Bachelor of Arts, Psychology
Google September 2010 - Present
SAP October 2009 - September 2010
Ameriprise Financial July 2007 - October 2009
Education
Alliant International University-San Francisco Bay 2008 — 2010
Master of Arts, Organizational Psychology
University of California, Santa Cruz 2004 — 2007
Bachelor of Arts, Psychology
Eric C. Moleski Eric C. Moleski's Ameriprise Financial Experience 1988 - 1996
Job President at GEN Financial Management, Inc.
Industry Financial Services
Experience
GEN Financial Management, Inc. 1998 - Present
Ameriprise Financial 1988 - 1996
Education
Aberystwyth University
International Business
University of Wisconsin-Stout
BS, Business Administration
GEN Financial Management, Inc. 1998 - Present
Ameriprise Financial 1988 - 1996
Education
Aberystwyth University
International Business
University of Wisconsin-Stout
BS, Business Administration
Kristin Russelburg Kristin Russelburg's Ameriprise Financial Experience November 2008 - October 2009
Job Compliance Associate/Assistant Corporate Counsel at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. March 2013 - Present
Contract Attorney May 2012 - March 2013
Kelly Law Registry February 2012 - May 2012
Strategic Legal Solutions September 2011 - February 2012
Stampin' Up! August 2008 - October 2011
Kelly Law Registry April 2011 - September 2011
H&R Block January 2011 - April 2011
Kelly Law Registry October 2010 - December 2010
Ameriprise Financial November 2008 - October 2009
H&R Block Financial Advisors May 2000 - November 2008
Skills
Corporate Law, Insurance, Document Review, Microsoft Office, Legal Research, Management, Leadership, Compliance, Licensing, Writing, Microsoft Excel, Westlaw, Legal Writing, Customer Service, Litigation Support, Excel
Education
University of Dayton School of Law 1994 — 1997
J.D., Law
Adrian College 1989 — 1993
B.A., Business, Polictical Science, German
Flexible Plan Investments, Ltd. March 2013 - Present
Contract Attorney May 2012 - March 2013
Kelly Law Registry February 2012 - May 2012
Strategic Legal Solutions September 2011 - February 2012
Stampin' Up! August 2008 - October 2011
Kelly Law Registry April 2011 - September 2011
H&R Block January 2011 - April 2011
Kelly Law Registry October 2010 - December 2010
Ameriprise Financial November 2008 - October 2009
H&R Block Financial Advisors May 2000 - November 2008
Skills
Corporate Law, Insurance, Document Review, Microsoft Office, Legal Research, Management, Leadership, Compliance, Licensing, Writing, Microsoft Excel, Westlaw, Legal Writing, Customer Service, Litigation Support, Excel
Education
University of Dayton School of Law 1994 — 1997
J.D., Law
Adrian College 1989 — 1993
B.A., Business, Polictical Science, German
Dana Shoupe Dana Shoupe's Ameriprise Financial Experience January 2010 - Present
Job Accountant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
Ameriprise Financial January 2007 - October 2010
Corporate B.S.A January 2002 - January 2007
Twin Cities Financial Corporation February 1999 - February 2002
Batch Reconciler, Twin Cities Financial Corporation February 1998 - February 1999
Skills
Customer Service, English, Outlook, Photoshop, HTML, Public Speaking, Editing, Java, Microsoft Excel, Microsoft Word, Monarch Pro, SnagIt, General Ledger, Accounting, Analysis, Bank Reconciliation, Journal Entries, Finance, Payments, Account Reconciliation, Financial Analysis, Banking, Management
Education
Anoka Ramsey Community College 1996 — 1997
Bucks County Community College 1989 — 1996
Accounting; Accounting
Ameriprise Financial January 2010 - Present
Ameriprise Financial January 2007 - October 2010
Corporate B.S.A January 2002 - January 2007
Twin Cities Financial Corporation February 1999 - February 2002
Batch Reconciler, Twin Cities Financial Corporation February 1998 - February 1999
Skills
Customer Service, English, Outlook, Photoshop, HTML, Public Speaking, Editing, Java, Microsoft Excel, Microsoft Word, Monarch Pro, SnagIt, General Ledger, Accounting, Analysis, Bank Reconciliation, Journal Entries, Finance, Payments, Account Reconciliation, Financial Analysis, Banking, Management
Education
Anoka Ramsey Community College 1996 — 1997
Bucks County Community College 1989 — 1996
Accounting; Accounting
Adam G. O'Hare, CRPC® Adam G. O'Hare, CRPC®'s Ameriprise Financial Experience February 2006 - July 2008
Job Investment Advisor Representative
Industry Financial Services
Experience
Voya Financial Advisors July 2008 - Present
Ameriprise Financial February 2006 - July 2008
Trenwith Securities, LLC April 2005 - February 2006
Seidman Private Securities, LLC August 2003 - September 2004
BDO USA, LLP January 2002 - August 2003
Education
Arizona State University 1998 — 2001
Bachelor of Science, Finance
Voya Financial Advisors July 2008 - Present
Ameriprise Financial February 2006 - July 2008
Trenwith Securities, LLC April 2005 - February 2006
Seidman Private Securities, LLC August 2003 - September 2004
BDO USA, LLP January 2002 - August 2003
Education
Arizona State University 1998 — 2001
Bachelor of Science, Finance
Charliana Michaels Charliana Michaels's Ameriprise Financial Experience September 2006 - May 2009
Job ...
Industry Food & Beverages
Experience
Ameriprise Financial September 2006 - May 2009
City of Oakland 2005 - 2007
Various Companies 2005 - 2006
Education
John F. Kennedy University 2002 — 2005
Bachelor of Arts, Psychology
Academy of Art University 1999 — 2000
Painting and Illustration
Goethe-Institut 1998 — 1998
certificate, German
San Francisco State University 1996 — 1998
Small Business Administration and Economics
Esperanza H.S.
Ameriprise Financial September 2006 - May 2009
City of Oakland 2005 - 2007
Various Companies 2005 - 2006
Education
John F. Kennedy University 2002 — 2005
Bachelor of Arts, Psychology
Academy of Art University 1999 — 2000
Painting and Illustration
Goethe-Institut 1998 — 1998
certificate, German
San Francisco State University 1996 — 1998
Small Business Administration and Economics
Esperanza H.S.
scott cable scott cable's Ameriprise Financial Experience April 2000 - June 2008
Job investment associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Ameriprise Financial April 2000 - June 2008
Education
Albertus Magnus College 1989 — 1993
bachelors, Buisness
Merrill Lynch December 2008 - Present
Ameriprise Financial April 2000 - June 2008
Education
Albertus Magnus College 1989 — 1993
bachelors, Buisness
Sara Woodward, CRPC Sara Woodward, CRPC's Ameriprise Financial Experience June 2000 - March 2013
Job Luxury & Lifestyle Brands Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide August 2014 - Present
Blue Ocean Partners, LLC March 2013 - August 2014
Ameriprise Financial June 2000 - March 2013
Marriott International, Inc (Lodging Industry) May 1997 - April 2001
Skills
Hospitality, Executive Support, Strategic Financial..., Estate Planning, Retirement, Retirement Planning, Investments, Financial Advisory, 401k, Insurance, Financial Services, Customer Service, Mutual Funds, Small Business, Finance, IRAs, Financial Planners, Wealth Management, Asset Management, Asset Allocation, Securities, Portfolio Management, Disability Insurance, Long-term Care, Financial Goals, Personal Financial..., Term Life Insurance, Life Insurance, 401k Rollovers, Wealth Accumulation, Fixed Annuities, Series 7, Investment Advisory, Concierge Services, Guest Service Management, Maintaining Strong..., Direct Sales, SWOT analysis, Direct Marketing, Confidentiality, Leisure Travel, Business Travel, Data Management, Manage Client..., Financial Planning
Education
American University 1996 — 2000
B.S.B.A., Marketing, Business
Sherwood High School
General Studies
Hilton Worldwide August 2014 - Present
Blue Ocean Partners, LLC March 2013 - August 2014
Ameriprise Financial June 2000 - March 2013
Marriott International, Inc (Lodging Industry) May 1997 - April 2001
Skills
Hospitality, Executive Support, Strategic Financial..., Estate Planning, Retirement, Retirement Planning, Investments, Financial Advisory, 401k, Insurance, Financial Services, Customer Service, Mutual Funds, Small Business, Finance, IRAs, Financial Planners, Wealth Management, Asset Management, Asset Allocation, Securities, Portfolio Management, Disability Insurance, Long-term Care, Financial Goals, Personal Financial..., Term Life Insurance, Life Insurance, 401k Rollovers, Wealth Accumulation, Fixed Annuities, Series 7, Investment Advisory, Concierge Services, Guest Service Management, Maintaining Strong..., Direct Sales, SWOT analysis, Direct Marketing, Confidentiality, Leisure Travel, Business Travel, Data Management, Manage Client..., Financial Planning
Education
American University 1996 — 2000
B.S.B.A., Marketing, Business
Sherwood High School
General Studies
Adrian Staton Adrian Staton's Ameriprise Financial Experience June 2009 - Present
Job Client Service Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2009 - Present
Skills
Customer Service
Education
Appalachian State University 2002 — 2005
BS, Health Promotion
Ameriprise Financial June 2009 - Present
Skills
Customer Service
Education
Appalachian State University 2002 — 2005
BS, Health Promotion
Nancy Ramsdal Nancy Ramsdal's Ameriprise Financial Experience October 2001 - September 2005
Job Retired Financial Advisor
Industry Financial Services
Experience
Ramsdal & Maine Inc. February 2008 - Present
T. Rowe Price September 2007 - May 2008
Thrivent Financial October 2006 - June 2007
Gilder, Gagnon, Howe & Co. February 2006 - August 2006
Ameriprise Financial October 2001 - September 2005
University of Maine July 1999 - January 2001
Skills
Investments, Estate Planning, Finance, Insurance, Portfolio Management, Retirement, Strategic Financial..., Financial Services, Leadership
Education
Nyack College 1996 — 1999
B.S., Interdisciplinary Studies
Adelphi University 1995 — 1996
Bachelor of Science, Interdisciplinary
Ramsdal & Maine Inc. February 2008 - Present
T. Rowe Price September 2007 - May 2008
Thrivent Financial October 2006 - June 2007
Gilder, Gagnon, Howe & Co. February 2006 - August 2006
Ameriprise Financial October 2001 - September 2005
University of Maine July 1999 - January 2001
Skills
Investments, Estate Planning, Finance, Insurance, Portfolio Management, Retirement, Strategic Financial..., Financial Services, Leadership
Education
Nyack College 1996 — 1999
B.S., Interdisciplinary Studies
Adelphi University 1995 — 1996
Bachelor of Science, Interdisciplinary
Keiran Enright's Ameriprise Financial Experience September 2008 - December 2008
Job Actuarial Analyst at Milliman
Industry Insurance
Experience
Milliman August 2015 - Present
UnitedHealth Group June 2012 - August 2015
Ameriprise Financial September 2008 - December 2008
Northwestern Mutual June 2008 - September 2008
Boys & Girls Club September 2007 - December 2007
Skills
Actuarial, Valuation, Fixed Income, Statistics, Asset Allocation, Financial Services, Economics, Equities, Strategic Financial..., Finance, Portfolio Management, Microsoft Excel, Analysis, Underwriting, Data Analysis, Financial Modeling, Financial Analysis
Education
Arizona State University
BA, Mathematics, Economics, Magna Cum Laude
Milliman August 2015 - Present
UnitedHealth Group June 2012 - August 2015
Ameriprise Financial September 2008 - December 2008
Northwestern Mutual June 2008 - September 2008
Boys & Girls Club September 2007 - December 2007
Skills
Actuarial, Valuation, Fixed Income, Statistics, Asset Allocation, Financial Services, Economics, Equities, Strategic Financial..., Finance, Portfolio Management, Microsoft Excel, Analysis, Underwriting, Data Analysis, Financial Modeling, Financial Analysis
Education
Arizona State University
BA, Mathematics, Economics, Magna Cum Laude
Justin Connolly's Ameriprise Financial Experience 2006 - 2007
Job Security Governance and Risk Manager at Merrill Corporation
Industry Information Technology and Services
Experience
Merrill Corporation 2013 - Present
University of Phoenix 2009 - Present
Fair Isaac 2008 - 2013
Fair Isaac 2007 - 2008
Ameriprise Financial 2006 - 2007
US Bank 2003 - 2006
US Bank 2002 - 2003
Skills
Security Awareness, Security Audits, Project Coordination, University Teaching, Compliance, Security Policy, Data Privacy, Privacy Law, Physical Security, Data Security, Information Security, HIPAA, Cross-functional Team..., Governance, Information Security..., Security, Requirements Analysis, Project Management
Education
University of Phoenix 2005 — 2006
MBA
University of Phoenix 2004 — 2005
B.S., Business Management
Anoka Ramsey Community College 2001 — 2003
A.S., Computer Networking & Telecommunications
Merrill Corporation 2013 - Present
University of Phoenix 2009 - Present
Fair Isaac 2008 - 2013
Fair Isaac 2007 - 2008
Ameriprise Financial 2006 - 2007
US Bank 2003 - 2006
US Bank 2002 - 2003
Skills
Security Awareness, Security Audits, Project Coordination, University Teaching, Compliance, Security Policy, Data Privacy, Privacy Law, Physical Security, Data Security, Information Security, HIPAA, Cross-functional Team..., Governance, Information Security..., Security, Requirements Analysis, Project Management
Education
University of Phoenix 2005 — 2006
MBA
University of Phoenix 2004 — 2005
B.S., Business Management
Anoka Ramsey Community College 2001 — 2003
A.S., Computer Networking & Telecommunications
Tommy Htay's Ameriprise Financial Experience 2006 - 2007
Job
Industry Financial Services
Experience
H Beck Inc. June 2009 - Present
BB&T June 2007 - September 2008
Ameriprise Financial 2006 - 2007
Fransmart 2005 - 2006
Education
American University - Kogod School of Business 2002 — 2004
MBA
Kennedy
University of Maryland College Park
BA
H Beck Inc. June 2009 - Present
BB&T June 2007 - September 2008
Ameriprise Financial 2006 - 2007
Fransmart 2005 - 2006
Education
American University - Kogod School of Business 2002 — 2004
MBA
Kennedy
University of Maryland College Park
BA
Ann Duff's Ameriprise Financial Experience February 2007 - December 2007
Job Portfolio and Project manager at American Express
Industry Financial Services
Experience
American Express January 2008 - Present
Ameriprise Financial February 2007 - December 2007
American Express May 2002 - February 2007
Technisource April 2001 - December 2001
American Express July 1999 - April 2001
GlaxoSmithKline 1998 - 1999
American Express February 1995 - January 1998
Unisys February 1994 - February 1995
DuPont January 1988 - February 1994
Skills
Risk Management, Testing, Healthcare, Integration, Portfolio Management, Business Analysis, Requirements Analysis, Clarity, Data Warehousing, Documentation, Lotus Notes, SDLC, PMO, Customer Relations, MS Project, Project Portfolio..., Resource Management, Software Documentation, Analysis, Business Intelligence, Customer Service, Outsourcing, PMP, Process Improvement
Education
Albright College 1974 — 1978
Bachelor of Arts (BA), Urban Studies/Affairs
American Express January 2008 - Present
Ameriprise Financial February 2007 - December 2007
American Express May 2002 - February 2007
Technisource April 2001 - December 2001
American Express July 1999 - April 2001
GlaxoSmithKline 1998 - 1999
American Express February 1995 - January 1998
Unisys February 1994 - February 1995
DuPont January 1988 - February 1994
Skills
Risk Management, Testing, Healthcare, Integration, Portfolio Management, Business Analysis, Requirements Analysis, Clarity, Data Warehousing, Documentation, Lotus Notes, SDLC, PMO, Customer Relations, MS Project, Project Portfolio..., Resource Management, Software Documentation, Analysis, Business Intelligence, Customer Service, Outsourcing, PMP, Process Improvement
Education
Albright College 1974 — 1978
Bachelor of Arts (BA), Urban Studies/Affairs
Pam Farr's Ameriprise Financial Experience March 2011 - March 2012
Job Interactive Operations Specialist at Informed Interactive
Industry Internet
Experience
Informed Interactive September 2012 - Present
Ameriprise Financial March 2011 - March 2012
Ameriprise Financial May 1988 - February 2009
Skills
Interactive Marketing, Digital Marketing, Integrated Marketing, Web Analytics, Online Marketing, Interactive Advertising, Marketing Communications, Email Marketing, Online Advertising, Digital Strategy, Information Architecture, E-commerce, Content Management, SEM, SEO, Direct Marketing, Content Strategy, Marketing Strategy
Education
Alexandria Technical College 1987 — 1988
Associates, Clerical Word Processing
Informed Interactive September 2012 - Present
Ameriprise Financial March 2011 - March 2012
Ameriprise Financial May 1988 - February 2009
Skills
Interactive Marketing, Digital Marketing, Integrated Marketing, Web Analytics, Online Marketing, Interactive Advertising, Marketing Communications, Email Marketing, Online Advertising, Digital Strategy, Information Architecture, E-commerce, Content Management, SEM, SEO, Direct Marketing, Content Strategy, Marketing Strategy
Education
Alexandria Technical College 1987 — 1988
Associates, Clerical Word Processing
Elvan Aksoy's Ameriprise Financial Experience September 2006 - Present
Job Sr. Director at Ameriprise Financial
Industry Information Services
Experience
Ameriprise Financial September 2006 - Present
American Express 1996 - 2006
Syracuse University August 1993 - May 1996
Skills
Analytics, SAS, Financial Services, Predictive Analytics, Segmentation, Business Analysis, Team Leadership, Vendor Management, Data Operations, Campaign Execution, Production Model Scoring, SAS Data Management..., Credit Cards, Portfolio Management, Data Analysis
Education
Arizona State University 1989 — 1993
Doctor of Philosophy (PhD), Economics
University of Iowa 1986 — 1989
MS, Economics
Boğaziçi University 1981 — 1986
BA, Economics
Ameriprise Financial September 2006 - Present
American Express 1996 - 2006
Syracuse University August 1993 - May 1996
Skills
Analytics, SAS, Financial Services, Predictive Analytics, Segmentation, Business Analysis, Team Leadership, Vendor Management, Data Operations, Campaign Execution, Production Model Scoring, SAS Data Management..., Credit Cards, Portfolio Management, Data Analysis
Education
Arizona State University 1989 — 1993
Doctor of Philosophy (PhD), Economics
University of Iowa 1986 — 1989
MS, Economics
Boğaziçi University 1981 — 1986
BA, Economics
Dharanidharan Saravanasundaram's Ameriprise Financial Experience July 2007 - May 2008
Job Project Manager at Collabera
Industry Computer Software
Experience
Collabera February 2011 - Present
JP Morgan Chase February 2011 - Present
Accenture March 2010 - February 2011
Wells Fargo Advisors March 2010 - December 2010
Cognizant Technology solutions 2002 - July 2009
JP Morgan Chase July 2008 - April 2009
Ameriprise financial July 2007 - May 2008
JPMorgan Chase 2003 - 2006
First Data Merchant Services November 2002 - August 2003
IRI 2001 - 2002
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Enterprise Architecture, Business Analysis, Solution Architecture, Project Management, SOA, Business Intelligence
Education
Alagappa University 1994 — 1996
Sindhi College 1991 — 1994
B.SC, Computer science
Collabera February 2011 - Present
JP Morgan Chase February 2011 - Present
Accenture March 2010 - February 2011
Wells Fargo Advisors March 2010 - December 2010
Cognizant Technology solutions 2002 - July 2009
JP Morgan Chase July 2008 - April 2009
Ameriprise financial July 2007 - May 2008
JPMorgan Chase 2003 - 2006
First Data Merchant Services November 2002 - August 2003
IRI 2001 - 2002
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Enterprise Architecture, Business Analysis, Solution Architecture, Project Management, SOA, Business Intelligence
Education
Alagappa University 1994 — 1996
Sindhi College 1991 — 1994
B.SC, Computer science
Jan Frieburg's Ameriprise Financial Experience November 2011 - May 2015
Job Abministrative Assistant
Industry Health, Wellness and Fitness
Experience
Prime Therapeutics May 2015 - Present
Ameriprise Financial November 2011 - May 2015
Ameriprise Financial 2000 - May 2015
Skills
Administrative..., Financial Analysis, Lotus Notes, PowerPoint, Leadership, Microsoft Excel, Outlook, Time Management, Financial Services, Program Management, Microsoft Office
Education
Alexandria Technical College 1984 — 1985
Medical Secretary
Alexandria Technical College 1984 — 1985
Medical Secretarial Program
Minnesota State University, Moorhead 1981 — 1984
Prime Therapeutics May 2015 - Present
Ameriprise Financial November 2011 - May 2015
Ameriprise Financial 2000 - May 2015
Skills
Administrative..., Financial Analysis, Lotus Notes, PowerPoint, Leadership, Microsoft Excel, Outlook, Time Management, Financial Services, Program Management, Microsoft Office
Education
Alexandria Technical College 1984 — 1985
Medical Secretary
Alexandria Technical College 1984 — 1985
Medical Secretarial Program
Minnesota State University, Moorhead 1981 — 1984
Bojidar Marinov's Ameriprise Financial Experience July 2007 - December 2008
Job Logistics/Analytics Specialist
Industry Writing and Editing
Experience
Self-employed August 2013 - Present
Willow River Associates August 2012 - August 2013
Lone Star College January 2009 - December 2010
Ameriprise Financial July 2007 - December 2008
Bogan Kitchen and Bath August 2005 - April 2007
Naturela Ltd. February 2001 - March 2005
Reckitt Benckiser Bulgaria August 1999 - January 2001
Procter & Gamble Bulgaria July 1996 - July 1999
Aquatrans Ltd. September 1992 - June 1996
Skills
Research, Process Improvement, Social Media, Public Speaking, Web Design, Leadership Development, Teaching, Editing, Curriculum Design, Strategic Planning, Leadership, Nonprofits, Community Outreach, Educational Leadership, Microsoft Office, Program Management, Microsoft Excel, Theology, Team Building, Public Relations, Blogging, Content Writing, Books
Education
Vische voennomorsko utchilichte 'N.Y. Vaptzarov' 1987 — 1992
Master's Degree, Systems Engineering and Weaponry
Self-employed August 2013 - Present
Willow River Associates August 2012 - August 2013
Lone Star College January 2009 - December 2010
Ameriprise Financial July 2007 - December 2008
Bogan Kitchen and Bath August 2005 - April 2007
Naturela Ltd. February 2001 - March 2005
Reckitt Benckiser Bulgaria August 1999 - January 2001
Procter & Gamble Bulgaria July 1996 - July 1999
Aquatrans Ltd. September 1992 - June 1996
Skills
Research, Process Improvement, Social Media, Public Speaking, Web Design, Leadership Development, Teaching, Editing, Curriculum Design, Strategic Planning, Leadership, Nonprofits, Community Outreach, Educational Leadership, Microsoft Office, Program Management, Microsoft Excel, Theology, Team Building, Public Relations, Blogging, Content Writing, Books
Education
Vische voennomorsko utchilichte 'N.Y. Vaptzarov' 1987 — 1992
Master's Degree, Systems Engineering and Weaponry
David Livingston's Ameriprise Financial Experience 1993 - 2013
Job Arizona House of Representatives elected official from district 22
Industry Government Relations
Experience
Arizona House of Representatives January 2015 - Present
Representative in the Arizona House November 2012 - Present
Livingston Financial Center 2005 - Present
Ameriprise Financial 1993 - 2013
Livingston & Associates 1993 - 2013
NAIFA July 2011 - August 2012
YMCA 2000 - 2007
Skills
Asset Allocation, Budgets, College Savings Plans, Finance, 401k, Asset Management, Customer Service, Disability Insurance, Equities, Estate Planning, Financial Advisory, Financial Modeling, Financial Services, Insurance, Investment Advisory, Financial Planners, Leadership, Management, Team Building, Community Outreach, Financial Planning, Government, Life Insurance, Long-term Care, Policy, Fundraising, Portfolio Management, Public Relations, Public Speaking
Education
Arizona State University 1983 — 1988
BS, Finance
Arizona State University - W. P. Carey School of Business 1983 — 1988
Bachelor's of Science, Finance
Arizona House of Representatives January 2015 - Present
Representative in the Arizona House November 2012 - Present
Livingston Financial Center 2005 - Present
Ameriprise Financial 1993 - 2013
Livingston & Associates 1993 - 2013
NAIFA July 2011 - August 2012
YMCA 2000 - 2007
Skills
Asset Allocation, Budgets, College Savings Plans, Finance, 401k, Asset Management, Customer Service, Disability Insurance, Equities, Estate Planning, Financial Advisory, Financial Modeling, Financial Services, Insurance, Investment Advisory, Financial Planners, Leadership, Management, Team Building, Community Outreach, Financial Planning, Government, Life Insurance, Long-term Care, Policy, Fundraising, Portfolio Management, Public Relations, Public Speaking
Education
Arizona State University 1983 — 1988
BS, Finance
Arizona State University - W. P. Carey School of Business 1983 — 1988
Bachelor's of Science, Finance
Michael Iannetta's Ameriprise Financial Experience March 2008 - Present
Job Financial Consultant at A.G. Edwards & Sons, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2008 - Present
Home Solutions Inc January 2002 - February 2005
Education
Virginia Polytechnic Institute and State University 1998 — 2001
Arizona State University 1996 — 1998
Ameriprise Financial March 2008 - Present
Home Solutions Inc January 2002 - February 2005
Education
Virginia Polytechnic Institute and State University 1998 — 2001
Arizona State University 1996 — 1998
Youssef B'Lal, MBA's Ameriprise Financial Experience 2000 - 2009
Job AVP Enterprise Outsourcing at Voya Financial
Industry Financial Services
Experience
Voya Financial May 2015 - Present
Allianz Life February 2009 - May 2015
Ameriprise Financial 2000 - 2009
World Vision 1995 - 1997
Skills
Insurance, Call Center, Process Improvement, Outsourcing, Change Management, Operations Management, Six Sigma, Process Engineering, Vendor Management, Business Process, Customer Relations, Risk Management, Governance, Program Management, Strategic Planning, Leadership, Cross-functional Team..., Business Process..., Customer Service, Business Analysis, Call Centers, Management, Strategy, CRM, Performance Management, Project Management, Budgets, Coaching, Team Building, Project Portfolio..., Analysis, Team Leadership, IT Strategy, Management Consulting, Team Management, PMO, Business Transformation, Business Intelligence, IT Management, Service Delivery, Project Delivery, SDLC, Offshoring
Education
Capella University 2014 — 2017
Doctorate in Business, Strategy and Innovation
ESMT European School of Management and Technology 2012 — 2012
MBA-2012, Business Administration and Management, General
Business Mangement and Finance 1988 — 1992
Voya Financial May 2015 - Present
Allianz Life February 2009 - May 2015
Ameriprise Financial 2000 - 2009
World Vision 1995 - 1997
Skills
Insurance, Call Center, Process Improvement, Outsourcing, Change Management, Operations Management, Six Sigma, Process Engineering, Vendor Management, Business Process, Customer Relations, Risk Management, Governance, Program Management, Strategic Planning, Leadership, Cross-functional Team..., Business Process..., Customer Service, Business Analysis, Call Centers, Management, Strategy, CRM, Performance Management, Project Management, Budgets, Coaching, Team Building, Project Portfolio..., Analysis, Team Leadership, IT Strategy, Management Consulting, Team Management, PMO, Business Transformation, Business Intelligence, IT Management, Service Delivery, Project Delivery, SDLC, Offshoring
Education
Capella University 2014 — 2017
Doctorate in Business, Strategy and Innovation
ESMT European School of Management and Technology 2012 — 2012
MBA-2012, Business Administration and Management, General
Business Mangement and Finance 1988 — 1992
Tanya Farber's Ameriprise Financial Experience August 2006 - Present
Job Business Systems Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2006 - Present
Education
Adler Graduate School 1996 — 1998
psychology
University of Minnesota-Twin Cities 1989 — 1993
Ameriprise Financial August 2006 - Present
Education
Adler Graduate School 1996 — 1998
psychology
University of Minnesota-Twin Cities 1989 — 1993
Jeremy Kitamura's Ameriprise Financial Experience October 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
HRBFA December 1999 - October 2008
Olde February 1992 - December 1999
Education
Arizona State University 1986 — 1990
Bachelor of Science (B.S.)
Ameriprise Financial October 2008 - Present
HRBFA December 1999 - October 2008
Olde February 1992 - December 1999
Education
Arizona State University 1986 — 1990
Bachelor of Science (B.S.)
Adam Lukens's Ameriprise Financial Experience December 2008 - Present
Job Sales Director Ameriprise Advisor Center
Industry Financial Services
Experience
Ameriprise Financial December 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2008
American Express Financial Advisors 2001 - 2003
Skills
Retirement Planning, Financial Planning, Mutual Funds, Series 7, Estate Planning, Series 63, Series 65, Series 24, Series 6, Talent Management, Coaching, Sales Management, Recruiting, Strategic Financial..., Talent Acquisition, Sales, Financial Advisory, Finance, Financial Services, Leadership, Retirement, Insurance, Wealth Management, Strategy, Investments, Management, Life Insurance
Education
Arizona State University 1998 — 2002
Bachelor of Interdisciplinary Studies, Business & Communications
University of St. Thomas 1997 — 1998
Minnetonka High School 1994 — 1997
Ameriprise Financial December 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2008
American Express Financial Advisors 2001 - 2003
Skills
Retirement Planning, Financial Planning, Mutual Funds, Series 7, Estate Planning, Series 63, Series 65, Series 24, Series 6, Talent Management, Coaching, Sales Management, Recruiting, Strategic Financial..., Talent Acquisition, Sales, Financial Advisory, Finance, Financial Services, Leadership, Retirement, Insurance, Wealth Management, Strategy, Investments, Management, Life Insurance
Education
Arizona State University 1998 — 2002
Bachelor of Interdisciplinary Studies, Business & Communications
University of St. Thomas 1997 — 1998
Minnetonka High School 1994 — 1997
Tony Linn's Ameriprise Financial Experience 2004 - 2007
Job Communication Consultant at Wells Fargo Investments
Industry Marketing and Advertising
Experience
Wachovia Bank Communication ConsultantWells Fargo InvestmentsSeptember 2000 - Present
Ameriprise Financial 2004 - 2007
Skills
Time Management, Coaching, Strategic Planning, Relationship Management, Retirement, Financial Services, Microsoft Excel, Leadership, Team Leadership, Mutual Funds, Training, Customer Service, Management
Education
Metropolitan State University 2001 — 2006
Anoka Ramsey Community College 1995 — 2000
Wachovia Bank Communication ConsultantWells Fargo InvestmentsSeptember 2000 - Present
Ameriprise Financial 2004 - 2007
Skills
Time Management, Coaching, Strategic Planning, Relationship Management, Retirement, Financial Services, Microsoft Excel, Leadership, Team Leadership, Mutual Funds, Training, Customer Service, Management
Education
Metropolitan State University 2001 — 2006
Anoka Ramsey Community College 1995 — 2000
Walt Sargent's Ameriprise Financial Experience August 2008 - January 2009
Job Associate Financial Advisor, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial August 2008 - January 2009
Education
Duke University 2007 — 2008
Graduate Certificate, Certified Financial Planner
American Public University System 1998 — 2005
Masters of Art, Strategic Intelligence
Rio Salado Community College 2004 — 2004
Undergraduate Certificate, Computer Technologoy
University of Maryland College Park 1980 — 1984
BS, Botany
Ameriprise Financial August 2008 - January 2009
Education
Duke University 2007 — 2008
Graduate Certificate, Certified Financial Planner
American Public University System 1998 — 2005
Masters of Art, Strategic Intelligence
Rio Salado Community College 2004 — 2004
Undergraduate Certificate, Computer Technologoy
University of Maryland College Park 1980 — 1984
BS, Botany
Erik Melang's Ameriprise Financial Experience January 2008 - Present
Job Assoc. VP of Investments at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2008 - Present
H&R Block Financial Advisors 1999 - 2008
Education
Appalachian State University 1983 — 1987
BSBA, International Finance
Ameriprise Financial January 2008 - Present
H&R Block Financial Advisors 1999 - 2008
Education
Appalachian State University 1983 — 1987
BSBA, International Finance
Denyce Weyker's Ameriprise Financial Experience July 1996 - June 2008
Job Student at St. Paul College at Saint Paul College
Industry Executive Office
Experience
Metropolitan State University September 2011 - December 2013
Courage Center June 2010 - June 2011
Ameriprise Financial July 1996 - June 2008
Skills
Microsoft Office, Lotus Notes, Accounts Payable, Administrative..., Calendars, Confidentiality, Data Entry, Fax, Human Resources, Leadership, Microsoft Excel, Microsoft Word, Office Administration, Onboarding, Outlook, PowerPoint, Process Scheduler, Telephone Skills, Time Management, Office Management, Spreadsheets, Invoicing, Event Planning, Payroll
Education
Metropolitan State University 2011 — 2013
Bachelors, Liberal Arts - Deaf Studies
St. Paul College 2009 — 2012
Certificate, American Sign Language
International Association for Administrative Professionals 2007 — 2007
CAP, Certified Admistrative Professional
International Association for Administrative Professionals 2006 — 2006
CPS, Certified Professional Secretary
Anoka Ramsey Community College 1989 — 1990
Legal Secretary
Metropolitan State University September 2011 - December 2013
Courage Center June 2010 - June 2011
Ameriprise Financial July 1996 - June 2008
Skills
Microsoft Office, Lotus Notes, Accounts Payable, Administrative..., Calendars, Confidentiality, Data Entry, Fax, Human Resources, Leadership, Microsoft Excel, Microsoft Word, Office Administration, Onboarding, Outlook, PowerPoint, Process Scheduler, Telephone Skills, Time Management, Office Management, Spreadsheets, Invoicing, Event Planning, Payroll
Education
Metropolitan State University 2011 — 2013
Bachelors, Liberal Arts - Deaf Studies
St. Paul College 2009 — 2012
Certificate, American Sign Language
International Association for Administrative Professionals 2007 — 2007
CAP, Certified Admistrative Professional
International Association for Administrative Professionals 2006 — 2006
CPS, Certified Professional Secretary
Anoka Ramsey Community College 1989 — 1990
Legal Secretary
Wayman Cummings's Ameriprise Financial Experience 2009 - 2010
Job Manager, security intelligence analyst group at IBM
Industry Computer & Network Security
Experience
IBM October 2014 - Present
IBM Security July 2013 - October 2014
IBM January 2011 - July 2013
InfraGard December 2006 - September 2012
IBM Global Services October 2006 - January 2011
Ameriprise Financial 2009 - 2010
San Angelo Standard-Times 1999 - 1999
Skills
Incident Management, Customer Relations, CISSP, Security, Risk Assessment, Security Policy, Vulnerability Assessment, Information Security..., Security Policy..., Information Assurance, Cyber Security, Security Management, Security Operations, Security Audits, Security Awareness, Security Assessments, IT Strategy, Risk Management, Information Security, Leadership, Firewalls, Business Continuity, Vulnerability Management, Disaster Recovery, Customer Service, Network Security, Computer Forensics, Incident Response, Crisis Management, Computer Security
Education
Norwich University 2006 — 2008
MSIA, Information Assurance
Angelo State University 1995 — 1997
MIS, Business information systems
IBM October 2014 - Present
IBM Security July 2013 - October 2014
IBM January 2011 - July 2013
InfraGard December 2006 - September 2012
IBM Global Services October 2006 - January 2011
Ameriprise Financial 2009 - 2010
San Angelo Standard-Times 1999 - 1999
Skills
Incident Management, Customer Relations, CISSP, Security, Risk Assessment, Security Policy, Vulnerability Assessment, Information Security..., Security Policy..., Information Assurance, Cyber Security, Security Management, Security Operations, Security Audits, Security Awareness, Security Assessments, IT Strategy, Risk Management, Information Security, Leadership, Firewalls, Business Continuity, Vulnerability Management, Disaster Recovery, Customer Service, Network Security, Computer Forensics, Incident Response, Crisis Management, Computer Security
Education
Norwich University 2006 — 2008
MSIA, Information Assurance
Angelo State University 1995 — 1997
MIS, Business information systems
Lynn Lingasin's Ameriprise Financial Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial 2006 - 2008
Ameriprise Financial 2002 - 2006
American Express 1999 - 2001
American Express 1997 - 1999
Education
Anoka Ramsey Community College 2009 — 2013
AS, Nursing
Minnesota School of Business 1983 — 1984
Business
Ameriprise Financial 2006 - 2008
Ameriprise Financial 2002 - 2006
American Express 1999 - 2001
American Express 1997 - 1999
Education
Anoka Ramsey Community College 2009 — 2013
AS, Nursing
Minnesota School of Business 1983 — 1984
Business
Maria Bagoly's Ameriprise Financial Experience August 2006 - May 2008
Job Financial Analyst
Industry Financial Services
Experience
Ameriprise Financial August 2006 - May 2008
University of Toronto October 2004 - May 2006
Collins College February 2003 - August 2004
Arizona State University April 1999 - December 2002
Education
University of Toronto 2004 — 2006
M.A.
Arizona State University 1998 — 2002
B.A.
Ameriprise Financial August 2006 - May 2008
University of Toronto October 2004 - May 2006
Collins College February 2003 - August 2004
Arizona State University April 1999 - December 2002
Education
University of Toronto 2004 — 2006
M.A.
Arizona State University 1998 — 2002
B.A.
Brian Colegrande's Ameriprise Financial Experience March 2008 - March 2009
Job Recruiter HR Talent Acquisition & Diversity at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Randstad Sourceright US June 2010 - November 2012
Ameriprise Financial March 2008 - March 2009
Greenspun Media Group March 2007 - December 2007
Washington Mutual Bank January 1999 - March 2006
Skills
Applicant Tracking..., Recruiting, College Recruiting, Talent Acquisition, Onboarding, Internet Recruiting, Employee Benefits, Taleo, 401k, Technical Recruiting, Sourcing, Human Resources, Contract Recruitment, Hiring, New Hire Orientations, Staffing Services, Interviews
Education
Erie Business Center-Erie 1981 — 1983
Associate's degree, Business Admin/Accounting
Gold Coast School of Real Estate 2000 — 2001
Real Estate Sales Persons License - Florida, Real Estate
Academy of Hair Design 2009 — 2010
Hair Design License, Hair Styling/Stylist and Hair Design
Ameriprise Financial Services, Inc. March 2013 - Present
Randstad Sourceright US June 2010 - November 2012
Ameriprise Financial March 2008 - March 2009
Greenspun Media Group March 2007 - December 2007
Washington Mutual Bank January 1999 - March 2006
Skills
Applicant Tracking..., Recruiting, College Recruiting, Talent Acquisition, Onboarding, Internet Recruiting, Employee Benefits, Taleo, 401k, Technical Recruiting, Sourcing, Human Resources, Contract Recruitment, Hiring, New Hire Orientations, Staffing Services, Interviews
Education
Erie Business Center-Erie 1981 — 1983
Associate's degree, Business Admin/Accounting
Gold Coast School of Real Estate 2000 — 2001
Real Estate Sales Persons License - Florida, Real Estate
Academy of Hair Design 2009 — 2010
Hair Design License, Hair Styling/Stylist and Hair Design
Raymond Halpin CFP®, ChFC, MBA's Ameriprise Financial Experience March 2007 - March 2009
Job Registered Principal and Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial March 2007 - March 2009
Ameriprise Financial May 2006 - March 2007
Ameriprise Financial August 2004 - May 2006
Computer Sciences Corporation October 2002 - June 2004
PwC Consulting July 1999 - April 2002
Education
American InterContinental University 2002 — 2003
MBA, Global Technology Management
Worcester Polytechnic Institute 1995 — 1999
Bachelor of Science, Electrical Engineering
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial March 2007 - March 2009
Ameriprise Financial May 2006 - March 2007
Ameriprise Financial August 2004 - May 2006
Computer Sciences Corporation October 2002 - June 2004
PwC Consulting July 1999 - April 2002
Education
American InterContinental University 2002 — 2003
MBA, Global Technology Management
Worcester Polytechnic Institute 1995 — 1999
Bachelor of Science, Electrical Engineering
Lena Lietz's Ameriprise Financial Experience October 2014 - Present
Job Business Analyst Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2014 - Present
Questar Capital September 2013 - October 2014
ING December 2012 - September 2013
Wells Fargo Advisors September 2012 - December 2012
Wells Fargo Advisors August 2009 - September 2012
Wells Fargo Investments January 2009 - August 2009
Wells Fargo Investments June 2005 - January 2009
Wells Trade 2000 - 2005
Wells Trade July 2000 - May 2002
KDUZ/KKJR Radio May 1997 - March 2000
Skills
Securities, Investments, Call Center, Wisdom, Beta, Hogan, CEO, Microsoft Office, DisputeMax, Access, Asset Allocation, Analysis, Banking, Call Centers, Customer Service, FINRA, Finance, Financial Services, Leadership, Retirement Planning, Mutual Funds, Software Lifecycle, Trading, Risk Management
Education
North Hennepin Community College 2012 — 2013
Microsoft Career Essentials
Brown College 1996 — 1997
TV/ Radio Broadcasting, Radio
Anoka Ramsey Community College 1992 — 1994
Generals
Irondale High School 1989 — 1992
Diploma
Ameriprise Financial October 2014 - Present
Questar Capital September 2013 - October 2014
ING December 2012 - September 2013
Wells Fargo Advisors September 2012 - December 2012
Wells Fargo Advisors August 2009 - September 2012
Wells Fargo Investments January 2009 - August 2009
Wells Fargo Investments June 2005 - January 2009
Wells Trade 2000 - 2005
Wells Trade July 2000 - May 2002
KDUZ/KKJR Radio May 1997 - March 2000
Skills
Securities, Investments, Call Center, Wisdom, Beta, Hogan, CEO, Microsoft Office, DisputeMax, Access, Asset Allocation, Analysis, Banking, Call Centers, Customer Service, FINRA, Finance, Financial Services, Leadership, Retirement Planning, Mutual Funds, Software Lifecycle, Trading, Risk Management
Education
North Hennepin Community College 2012 — 2013
Microsoft Career Essentials
Brown College 1996 — 1997
TV/ Radio Broadcasting, Radio
Anoka Ramsey Community College 1992 — 1994
Generals
Irondale High School 1989 — 1992
Diploma
KORSA NZIDEE's Ameriprise Financial Experience October 2004 - October 2005
Job VP, Private Client Advisor at JPMorgan Chase Bank N.A
Industry Financial Services
Experience
Cetera Advisors LLC April 2015 - Present
JPMORGAN SECURITIES June 2012 - November 2014
Chase Investment Services, Inc. February 2007 - May 2012
Ameriprise Financial October 2004 - October 2005
Education
Lomonosov Moscow State Academy of Fine Chemical Technology (MITHT) 1987 — 1994
Master's degree, Chemical Engineering
Federal Government College, Port Harcourt
High School
Cetera Advisors LLC April 2015 - Present
JPMORGAN SECURITIES June 2012 - November 2014
Chase Investment Services, Inc. February 2007 - May 2012
Ameriprise Financial October 2004 - October 2005
Education
Lomonosov Moscow State Academy of Fine Chemical Technology (MITHT) 1987 — 1994
Master's degree, Chemical Engineering
Federal Government College, Port Harcourt
High School
Kevin Gunter's Ameriprise Financial Experience October 2004 - Present
Job Financial Advisor, CRPC, MBA at Ameriprise Financial, California Insurance License # 0H63364
Industry Financial Services
Experience
Ameriprise Financial October 2004 - Present
Education
University of North Carolina at Greensboro 2002 — 2004
MBA
Appalachian State University 1996 — 2000
BSBA, Marketing
Ameriprise Financial October 2004 - Present
Education
University of North Carolina at Greensboro 2002 — 2004
MBA
Appalachian State University 1996 — 2000
BSBA, Marketing
Eric Nachman's Ameriprise Financial Experience August 1992 - Present
Job Certified Financial Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1992 - Present
Education
Amherst College 1985 — 1989
BA, Economics and Political Science
Ameriprise Financial August 1992 - Present
Education
Amherst College 1985 — 1989
BA, Economics and Political Science
Ken Pardue's Ameriprise Financial Experience 2002 - 2004
Job Managing Director, Retirement Plans at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2004 - Present
Ameriprise Financial 2002 - 2004
Education
Appalachian State University 1985 — 1988
BS, Finance & Insurance
Wells Fargo Advisors, LLC October 2004 - Present
Ameriprise Financial 2002 - 2004
Education
Appalachian State University 1985 — 1988
BS, Finance & Insurance
Angie Larson's Ameriprise Financial Experience March 2010 - May 2013
Job Manager Interactive Marketing Technical Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial March 2010 - May 2013
Ameriprise Financial June 2009 - March 2010
Ameriprise Financial September 2006 - June 2009
Skills
Gap Analysis, Strategic Planning, Asset Management, Business Process Design, Project Portfolio..., Visio, Business Analysis, Business Requirements, Vendor Management, Requirements Gathering, Financial Services, Process Improvement, Management, Program Management, Mutual Funds, Leadership, Analysis, Requirements Analysis, Business Process...
Education
Anoka Ramsey Community College 1995 — 1997
None, Elementary Education and Teaching, C
Anoka Hennepin Technical College 1994 — 1995
Child Development, B
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial March 2010 - May 2013
Ameriprise Financial June 2009 - March 2010
Ameriprise Financial September 2006 - June 2009
Skills
Gap Analysis, Strategic Planning, Asset Management, Business Process Design, Project Portfolio..., Visio, Business Analysis, Business Requirements, Vendor Management, Requirements Gathering, Financial Services, Process Improvement, Management, Program Management, Mutual Funds, Leadership, Analysis, Requirements Analysis, Business Process...
Education
Anoka Ramsey Community College 1995 — 1997
None, Elementary Education and Teaching, C
Anoka Hennepin Technical College 1994 — 1995
Child Development, B
Gabriel Farah's Ameriprise Financial Experience 2010 - Present
Job Senior Finance Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2010 - Present
Bank of America August 1989 - May 2010
Bank of Boston 1989 - 1999
Skills
Portfolio Management, Financial Modeling, Banking, Financial Analysis
Education
Alexandria University 1979 — 1982
Business Administration
College Saint Marc 1965 — 1977
Ameriprise Financial 2010 - Present
Bank of America August 1989 - May 2010
Bank of Boston 1989 - 1999
Skills
Portfolio Management, Financial Modeling, Banking, Financial Analysis
Education
Alexandria University 1979 — 1982
Business Administration
College Saint Marc 1965 — 1977
Paul Beard JD,CLU,ChFC,MSM,MSFS,CASL's Ameriprise Financial Experience April 2005 - June 2007
Job EVP National Sales Manager Epic Financial
Industry Insurance
Experience
PSB Insurance Consultants February 2009 - Present
One Resource Group October 2012 - May 2014
Epic Financial 2007 - 2014
US bankcorp. Investments, Inc October 2007 - February 2009
Ameriprise Financial April 2005 - June 2007
PSB Insurance Consultants, Inc September 2003 - April 2005
National Life Group December 2002 - September 2003
Lincoln Benefit Life January 2001 - November 2002
Principal Financial Group February 2000 - October 2000
First Variable Life December 1997 - January 2000
Skills
Insurance, Investments, Fixed Annuities, Risk Management, Long-term Care, Financial Advisory, Finance, Property & Casualty..., Disability Insurance, Mutual Funds, Sales Operations, Long Term Care Insurance, Life Insurance, Training, Estate Planning, Strategic Financial..., Management, Health Insurance, Coaching, Retirement Planning, Variable Annuities, Retirement, Small Business, Sales, Portfolio Management, Marketing, Series 7, Financial Planning
Education
The American College 2005 — 2008
CASL, Senior Planning
The American College 1982 — 1986
MSFS,MSM, Financial Planning
American University, Washington College of Law
JD, Law
Dickinson College
AB, History
Dickinson College
A.B
The American College
CLU,ChFC, Insurance
The American College
M.S.F.S
The American College
M.S.M
The American College
Ch.F.C
The American College
C.A.S.L
PSB Insurance Consultants February 2009 - Present
One Resource Group October 2012 - May 2014
Epic Financial 2007 - 2014
US bankcorp. Investments, Inc October 2007 - February 2009
Ameriprise Financial April 2005 - June 2007
PSB Insurance Consultants, Inc September 2003 - April 2005
National Life Group December 2002 - September 2003
Lincoln Benefit Life January 2001 - November 2002
Principal Financial Group February 2000 - October 2000
First Variable Life December 1997 - January 2000
Skills
Insurance, Investments, Fixed Annuities, Risk Management, Long-term Care, Financial Advisory, Finance, Property & Casualty..., Disability Insurance, Mutual Funds, Sales Operations, Long Term Care Insurance, Life Insurance, Training, Estate Planning, Strategic Financial..., Management, Health Insurance, Coaching, Retirement Planning, Variable Annuities, Retirement, Small Business, Sales, Portfolio Management, Marketing, Series 7, Financial Planning
Education
The American College 2005 — 2008
CASL, Senior Planning
The American College 1982 — 1986
MSFS,MSM, Financial Planning
American University, Washington College of Law
JD, Law
Dickinson College
AB, History
Dickinson College
A.B
The American College
CLU,ChFC, Insurance
The American College
M.S.F.S
The American College
M.S.M
The American College
Ch.F.C
The American College
C.A.S.L
Cassi Nelson's Ameriprise Financial Experience March 2011 - May 2013
Job Contract Business Analyst at Prime Therapeutics
Industry Information Technology and Services
Experience
Prime Therapeutics June 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - June 2015
UnitedHealth Group October 2013 - May 2014
Ameriprise Financial Services, Inc. May 2013 - October 2013
AMERIPRISE FINANCIAL March 2011 - May 2013
AMERIPRISE FINANCIAL September 2006 - March 2011
Assurant Employee Benefits October 2002 - July 2006
Skills
Business Analysis, Visio, Testing, Data Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement, Risk Management, User Acceptance Testing, Quality Center, Test Scripts, Microsoft Excel, Process Flow, Leadership, Process Flow..., Training, Agile & Waterfall...
Education
American InterContinental University
Associates, Business Administration
Prime Therapeutics June 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - June 2015
UnitedHealth Group October 2013 - May 2014
Ameriprise Financial Services, Inc. May 2013 - October 2013
AMERIPRISE FINANCIAL March 2011 - May 2013
AMERIPRISE FINANCIAL September 2006 - March 2011
Assurant Employee Benefits October 2002 - July 2006
Skills
Business Analysis, Visio, Testing, Data Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement, Risk Management, User Acceptance Testing, Quality Center, Test Scripts, Microsoft Excel, Process Flow, Leadership, Process Flow..., Training, Agile & Waterfall...
Education
American InterContinental University
Associates, Business Administration
Raghav Chidella's Ameriprise Financial Experience May 2006 - October 2011
Job Director at American Express
Industry Information Technology and Services
Experience
American Express May 2015 - Present
American Express October 2011 - April 2015
Ameriprise Financial May 2006 - October 2011
Cognizant Technology Solutions October 2002 - October 2011
Seranova July 2002 - October 2002
Melstar May 2000 - July 2002
Skills
Solution Architecture, Program Management, SDLC, SOA, Software Project..., Enterprise Architecture, Java Enterprise Edition, Integration, Application Architecture, Architectures, IT Strategy, Java, Large-scale Projects, Global Delivery, Web Services, Business Analysis, Vendor Management, Migration Projects, Architecture, J2EE, MongoDB, OpenStack, OpenShift
Education
Amravati University 1993 — 1997
Bachelor of Engineering
American Express May 2015 - Present
American Express October 2011 - April 2015
Ameriprise Financial May 2006 - October 2011
Cognizant Technology Solutions October 2002 - October 2011
Seranova July 2002 - October 2002
Melstar May 2000 - July 2002
Skills
Solution Architecture, Program Management, SDLC, SOA, Software Project..., Enterprise Architecture, Java Enterprise Edition, Integration, Application Architecture, Architectures, IT Strategy, Java, Large-scale Projects, Global Delivery, Web Services, Business Analysis, Vendor Management, Migration Projects, Architecture, J2EE, MongoDB, OpenStack, OpenShift
Education
Amravati University 1993 — 1997
Bachelor of Engineering
Larissa Alvarez's Ameriprise Financial Experience October 2010 - December 2010
Job Business Supervision/Compliance
Industry Financial Services
Experience
Deutsche Bank January 2014 - Present
Deutsche Bank April 2011 - February 2014
Ameriprise Financial October 2010 - December 2010
Ameriprise Financial July 2008 - October 2010
Skills
Series 7, Series 24, Bloomberg, Fixed Income, Insurance, Portfolio Management, Securities, Uniform Combined State..., Banking, Finance, Financial Services, Strategic Financial..., Derivatives
Education
Escola do Ministerio Publico do Espirito Santo 2003 — 2004
Law
Centro Universitário de Barra Mansa 1995 — 2000
Law
Deutsche Bank January 2014 - Present
Deutsche Bank April 2011 - February 2014
Ameriprise Financial October 2010 - December 2010
Ameriprise Financial July 2008 - October 2010
Skills
Series 7, Series 24, Bloomberg, Fixed Income, Insurance, Portfolio Management, Securities, Uniform Combined State..., Banking, Finance, Financial Services, Strategic Financial..., Derivatives
Education
Escola do Ministerio Publico do Espirito Santo 2003 — 2004
Law
Centro Universitário de Barra Mansa 1995 — 2000
Law
Walker T. Shelton, CFP®'s Ameriprise Financial Experience May 2008 - June 2009
Job Financial Planner at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting June 2013 - Present
Vanguard May 2011 - June 2013
Ameriprise Financial - Brian Battle & Associates January 2010 - May 2011
Ameriprise Financial May 2008 - June 2009
Education
Appalachian State University 2004 — 2008
BSBA, Finance and Banking, Financial Planning
Carolinas Investment Consulting June 2013 - Present
Vanguard May 2011 - June 2013
Ameriprise Financial - Brian Battle & Associates January 2010 - May 2011
Ameriprise Financial May 2008 - June 2009
Education
Appalachian State University 2004 — 2008
BSBA, Finance and Banking, Financial Planning
Mark Parfet, CFP®'s Ameriprise Financial Experience 1989 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1989 - Present
Education
Arizona State University
Finance
Ameriprise Financial 1989 - Present
Education
Arizona State University
Finance
Samuel L Powers IV's Ameriprise Financial Experience 1992 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1992 - Present
Education
Arizona State University
Bachelor of Science, Finance
Ameriprise Financial 1992 - Present
Education
Arizona State University
Bachelor of Science, Finance
Rich Connington's Ameriprise Financial Experience 1988 - Present
Job Regional Vice President at River Source Insurance
Industry Insurance
Experience
River Source Insurance Regional Vice PresidentRiverSource1989 - Present
Ameriprise Financial 1988 - Present
Riversource Insurance 1988 - Present
Riversource Insurance 1988 - Present
Riversource Insurance 1988 - Present
RiverSource Insurance 1988 - Present
Education
American International College
River Source Insurance Regional Vice PresidentRiverSource1989 - Present
Ameriprise Financial 1988 - Present
Riversource Insurance 1988 - Present
Riversource Insurance 1988 - Present
Riversource Insurance 1988 - Present
RiverSource Insurance 1988 - Present
Education
American International College
Kayla Kirchoff's Ameriprise Financial Experience January 2012 - May 2012
Job Senior Associate Bonds Payable at RBC
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
Wells Fargo February 2013 - Present
Newgate Education August 2012 - May 2013
Ameriprise Financial January 2012 - May 2012
Caribou Coffee January 2008 - January 2012
Northwestern Mutual May 2011 - August 2011
Lifetime Fitness January 2010 - April 2010
Target January 2007 - January 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, NaviPlan, Data Entry, SEI Trust 3000, Communication Skills, TLMS
Education
Hamline University 2009 — 2012
Finance (B.B.A.), Graduated
Anoka Ramsey Community College
RBC Wealth Management June 2014 - Present
Wells Fargo February 2013 - Present
Newgate Education August 2012 - May 2013
Ameriprise Financial January 2012 - May 2012
Caribou Coffee January 2008 - January 2012
Northwestern Mutual May 2011 - August 2011
Lifetime Fitness January 2010 - April 2010
Target January 2007 - January 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, NaviPlan, Data Entry, SEI Trust 3000, Communication Skills, TLMS
Education
Hamline University 2009 — 2012
Finance (B.B.A.), Graduated
Anoka Ramsey Community College
Debora Varhol's Ameriprise Financial Experience January 1999 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank January 2007 - Present
Wells Fargo 2007 - Present
Wells Fargo January 2010 - January 2012
Wells Fargo January 2007 - January 2011
Ameriprise Financial January 1999 - January 2006
Ameriprise Financial January 1998 - January 2006
Ameriprise Financial January 1998 - January 1999
Grinder/Assembly January 1996 - January 1997
Scimed January 1991 - January 1997
Skills
Credit, Loans, Mortgage Lending, Financial Services, Call Centers, Series 7, Portfolio Management, Risk Management, Customer Service, Relationship Management, Mutual Funds, Retail Banking, Investments, Series 63, Visio, Equities, Financial Analysis
Education
Colorado Technical University 2007 — 2010
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
Anoka Ramsey Community College 1977 — 1979
Associate's degree, Accounting, Business, Math, and English Grammar Studies
Wells Fargo Bank January 2007 - Present
Wells Fargo 2007 - Present
Wells Fargo January 2010 - January 2012
Wells Fargo January 2007 - January 2011
Ameriprise Financial January 1999 - January 2006
Ameriprise Financial January 1998 - January 2006
Ameriprise Financial January 1998 - January 1999
Grinder/Assembly January 1996 - January 1997
Scimed January 1991 - January 1997
Skills
Credit, Loans, Mortgage Lending, Financial Services, Call Centers, Series 7, Portfolio Management, Risk Management, Customer Service, Relationship Management, Mutual Funds, Retail Banking, Investments, Series 63, Visio, Equities, Financial Analysis
Education
Colorado Technical University 2007 — 2010
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
Anoka Ramsey Community College 1977 — 1979
Associate's degree, Accounting, Business, Math, and English Grammar Studies
Philip Adair's Ameriprise Financial Experience April 2015 - Present
Job Accounting Professional
Industry Accounting
Experience
Ameriprise Financial April 2015 - Present
Macri Partners December 2008 - October 2014
Career People Pty Ltd January 2008 - February 2008
Lefroy Employment Group December 2007 - January 2008
Skills
QuickBooks, Account Reconciliation, Financial Statements, Accounting, Tax Returns, Microsoft Excel, Microsoft Office, Financial Reporting, Australian Taxation, Tax Accounting, MYOB
Education
CPA Australia 2010 — 2012
CPA Qualification, Accounting, Credit
Curtin University 2007 — 2008
Bachelor of Commerce (BCom), Accounting, Distinction
Central Institute of Technology 2005 — 2006
Advanced Diploma of Accounting, Accounting, Distinction
Ameriprise Financial April 2015 - Present
Macri Partners December 2008 - October 2014
Career People Pty Ltd January 2008 - February 2008
Lefroy Employment Group December 2007 - January 2008
Skills
QuickBooks, Account Reconciliation, Financial Statements, Accounting, Tax Returns, Microsoft Excel, Microsoft Office, Financial Reporting, Australian Taxation, Tax Accounting, MYOB
Education
CPA Australia 2010 — 2012
CPA Qualification, Accounting, Credit
Curtin University 2007 — 2008
Bachelor of Commerce (BCom), Accounting, Distinction
Central Institute of Technology 2005 — 2006
Advanced Diploma of Accounting, Accounting, Distinction
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.