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,
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Ameriprise Financial Employees
Employee
Years
Job
Industry
Sandy Hollenhorst Sandy Hollenhorst's Ameriprise Financial Experience December 2002 - Present
Job Portfolio Manager, Value and Income Team at Columbia Threadneedle, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2002 - Present
Columbia Management, Ameriprise Financial December 2002 - Present
Columbia Management, Ameriprise Financial December 2002 - December 2011
Ameriprise Financial (formerly American Express Financial Advisors & IDS) 2002 - December 2011
Prudential Financial 1999 - 2002
Vector Securities 1994 - 1997
Angiomedics 1984 - 1988
Skills
Equity Research, Equities, Asset Management, Investments, Portfolio Management, Bloomberg, Mutual Funds, Valuation, Factset, Securities, Financial Modeling, Asset Allocation, Investment Strategies, Series 7, Financial Analysis, Alternative Investments, Hedge Funds, Series 63
Education
Hamline University 1970 — 1974
Bachelor of Arts (B.A.), Biology
Ameriprise Financial December 2002 - Present
Columbia Management, Ameriprise Financial December 2002 - Present
Columbia Management, Ameriprise Financial December 2002 - December 2011
Ameriprise Financial (formerly American Express Financial Advisors & IDS) 2002 - December 2011
Prudential Financial 1999 - 2002
Vector Securities 1994 - 1997
Angiomedics 1984 - 1988
Skills
Equity Research, Equities, Asset Management, Investments, Portfolio Management, Bloomberg, Mutual Funds, Valuation, Factset, Securities, Financial Modeling, Asset Allocation, Investment Strategies, Series 7, Financial Analysis, Alternative Investments, Hedge Funds, Series 63
Education
Hamline University 1970 — 1974
Bachelor of Arts (B.A.), Biology
Erin Dorn's Ameriprise Financial Experience September 2009 - January 2010
Job Office Manager at WW Contractors
Industry Executive Office
Experience
WW Contractors January 2013 - May 2015
maurices October 2012 - February 2013
Kelly Services January 2007 - December 2012
Bankers Life & Casualty May 2010 - May 2011
Ameriprise Financial September 2009 - January 2010
Valvoline January 2009 - May 2009
Basell June 2008 - December 2008
All Tech Inspections February 2008 - May 2008
Clear Creek ISD August 2001 - December 2007
Shell Oil Company August 2007 - November 2007
Skills
Human Resources, Interviews, Data Entry, Outlook, Administration, Customer Service, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Research, Employee Relations, Coaching, Microsoft Excel, Teaching, Microsoft Word, Social Networking, System Administration, Insurance, Fundraising, Teamwork, Non-profits, Editing, Social Media, Administrative..., Team Leadership, Staff Development, Sales, Compliance, Scheduling, Writing, Customer Relations, Accounts Payable, Inventory Management, Administrative Support, Lotus Notes, Budgeting, Accounts Receivable, Database Administration, Windows, Planning, HTML, Public Relations, Billing, Event Management, Purchasing, organized, Detailed, MSDS, Access
Education
University of Houston-Clear Lake 2000 — 2007
Bachelors, Education
Houston Community College 1995 — 2000
Associates of Science, Geology
James E. Taylor High School 1991 — 1995
Deploma
WW Contractors January 2013 - May 2015
maurices October 2012 - February 2013
Kelly Services January 2007 - December 2012
Bankers Life & Casualty May 2010 - May 2011
Ameriprise Financial September 2009 - January 2010
Valvoline January 2009 - May 2009
Basell June 2008 - December 2008
All Tech Inspections February 2008 - May 2008
Clear Creek ISD August 2001 - December 2007
Shell Oil Company August 2007 - November 2007
Skills
Human Resources, Interviews, Data Entry, Outlook, Administration, Customer Service, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Research, Employee Relations, Coaching, Microsoft Excel, Teaching, Microsoft Word, Social Networking, System Administration, Insurance, Fundraising, Teamwork, Non-profits, Editing, Social Media, Administrative..., Team Leadership, Staff Development, Sales, Compliance, Scheduling, Writing, Customer Relations, Accounts Payable, Inventory Management, Administrative Support, Lotus Notes, Budgeting, Accounts Receivable, Database Administration, Windows, Planning, HTML, Public Relations, Billing, Event Management, Purchasing, organized, Detailed, MSDS, Access
Education
University of Houston-Clear Lake 2000 — 2007
Bachelors, Education
Houston Community College 1995 — 2000
Associates of Science, Geology
James E. Taylor High School 1991 — 1995
Deploma
Bob Bachynsky Bob Bachynsky's Ameriprise Financial Experience September 2006 - November 2013
Job Enablement Designer at Anaplan
Industry Financial Services
Experience
Anaplan September 2014 - Present
SuccessFactors November 2013 - August 2014
Ameriprise Financial September 2006 - November 2013
Real Estate and Mortgage Consultants March 2004 - September 2006
Versa-Lok May 2003 - April 2004
International Dairy Queen March 2002 - May 2003
International Dairy Queen July 1995 - March 2002
Vision World Inc January 1990 - January 1995
Skills
Blended Learning, E-Learning, Flash, Needs Analysis, Instructional Design, Training, Video Production, Captivate, Program Management, Project Management, Instructor-led Training, ADDIE, SnagIt, Learning Management
Education
North Hennepin Community College 1987 — 1989
Associates
Completion of WI State Real Estate
Hennepin Technical College
Diploma
North Hennepin Community College
Associate Arts Degree
University of Minnesota
Anaplan September 2014 - Present
SuccessFactors November 2013 - August 2014
Ameriprise Financial September 2006 - November 2013
Real Estate and Mortgage Consultants March 2004 - September 2006
Versa-Lok May 2003 - April 2004
International Dairy Queen March 2002 - May 2003
International Dairy Queen July 1995 - March 2002
Vision World Inc January 1990 - January 1995
Skills
Blended Learning, E-Learning, Flash, Needs Analysis, Instructional Design, Training, Video Production, Captivate, Program Management, Project Management, Instructor-led Training, ADDIE, SnagIt, Learning Management
Education
North Hennepin Community College 1987 — 1989
Associates
Completion of WI State Real Estate
Hennepin Technical College
Diploma
North Hennepin Community College
Associate Arts Degree
University of Minnesota
Kim Cressy Kim Cressy's Ameriprise Financial Experience 1995 - Present
Job Director, Franchise Engagement & Implementation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial Services, Inc. 1995 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial 1995 - Present
Simon Industries 2000 - 2011
Wells Fargo 1991 - 1995
McGladrey & Pullen 1989 - 1991
Skills
Budgets, Business Strategy, CRM, Employee Training, Finance, Leadership, Management, Mergers, Series 7, Strategy, Strategic Planning, Human Resources, Marketing, Risk Management, Sales, Operations Management, Financial Services
Education
University of St. Thomas 1992 — 1997
Masters, Business Communication
Gustavus Adolphus College 1984 — 1988
B.A, Accounting
Richmond College London, England
Ameriprise Financial Services, Inc. November 2010 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial Services, Inc. 1995 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial 1995 - Present
Simon Industries 2000 - 2011
Wells Fargo 1991 - 1995
McGladrey & Pullen 1989 - 1991
Skills
Budgets, Business Strategy, CRM, Employee Training, Finance, Leadership, Management, Mergers, Series 7, Strategy, Strategic Planning, Human Resources, Marketing, Risk Management, Sales, Operations Management, Financial Services
Education
University of St. Thomas 1992 — 1997
Masters, Business Communication
Gustavus Adolphus College 1984 — 1988
B.A, Accounting
Richmond College London, England
Tammy Reimler, MBA, PMP Tammy Reimler, MBA, PMP's Ameriprise Financial Experience July 2003 - March 2006
Job Assistant Vice President Business Continuity Risk Mgr.
Industry Financial Services
Experience
Piper Jaffray & Co. June 2007 - Present
RBC Dain Rauscher April 2006 - June 2007
Ameriprise Financial July 2003 - March 2006
Skills
Business Analysis, Project Management, Financial Services, Budgets, Crisis Management, Disaster Recovery, Financial Risk, Business Continuity..., Business Continuity, Management, Testing, Business, Risk Management, Vendor Management, Risk Assessment, Program Management, ITIL, Process Improvement, IT Strategy, Project Planning, PMP, Incident Management, Business Resilience
Education
Hamline University 2010 — 2012
Master of Business Administration (MBA), International Business
DRII Institute 2005 — 2005
ABCP Certified, Business Continuity/Disaster Recovery
Project Management Certification 2004 — 2004
PMP Certified, Project Management
The University of North Dakota 2000 — 2003
BBA, Information Systems
Piper Jaffray & Co. June 2007 - Present
RBC Dain Rauscher April 2006 - June 2007
Ameriprise Financial July 2003 - March 2006
Skills
Business Analysis, Project Management, Financial Services, Budgets, Crisis Management, Disaster Recovery, Financial Risk, Business Continuity..., Business Continuity, Management, Testing, Business, Risk Management, Vendor Management, Risk Assessment, Program Management, ITIL, Process Improvement, IT Strategy, Project Planning, PMP, Incident Management, Business Resilience
Education
Hamline University 2010 — 2012
Master of Business Administration (MBA), International Business
DRII Institute 2005 — 2005
ABCP Certified, Business Continuity/Disaster Recovery
Project Management Certification 2004 — 2004
PMP Certified, Project Management
The University of North Dakota 2000 — 2003
BBA, Information Systems
Daniel Hiebert's Ameriprise Financial Experience March 2011 - April 2013
Job Senior Consultant at ActiFi
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - June 2014
Ameriprise Financial March 2011 - April 2013
Ameriprise Financial January 2007 - January 2011
Ameriprise Financial January 2003 - December 2006
American Express Financial Advisors, Mpls. Mn April 2002 - December 2002
American Express Financial Advisors July 1996 - April 2002
Skills
Retirement Planning, Series 7, Strategic Financial..., Series 63, Certified Financial..., Investments, Financial Advisory, Estate Planning, Wealth Management, Asset Allocation, Financial Planning..., Investment Strategies, Securities, Personal Finance, Financial Planners, Financial Goals, Management, Retirement, Investment Advisory, Finance, MSFS, Series 24
Education
The American College
Masters of Science, Financial Services
Hamline University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Highland Pk
Highland Pk
Ameriprise Financial Services, Inc. April 2013 - June 2014
Ameriprise Financial March 2011 - April 2013
Ameriprise Financial January 2007 - January 2011
Ameriprise Financial January 2003 - December 2006
American Express Financial Advisors, Mpls. Mn April 2002 - December 2002
American Express Financial Advisors July 1996 - April 2002
Skills
Retirement Planning, Series 7, Strategic Financial..., Series 63, Certified Financial..., Investments, Financial Advisory, Estate Planning, Wealth Management, Asset Allocation, Financial Planning..., Investment Strategies, Securities, Personal Finance, Financial Planners, Financial Goals, Management, Retirement, Investment Advisory, Finance, MSFS, Series 24
Education
The American College
Masters of Science, Financial Services
Hamline University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Highland Pk
Highland Pk
John Hayes ChFC John Hayes ChFC's Ameriprise Financial Experience March 1990 - April 2008
Job Advisor at Eagle One Financial | Retirement Planning | Income Planning/ Help people understand their future income needs
Industry Management Consulting
Experience
Self Employed April 2008 - Present
Eagle One Financial. Inc. April 2008 - Present
Ameriprise Financial March 1990 - April 2008
B. M. A. -- Business Mens Assurance Co. January 1987 - March 1990
Home Life Insurance Co. March 1980 - January 1987
Skills
Coaching, Management Consulting, Executive Coaching, Small Business, Business Strategy, Strategic Planning, Organizational..., Change Management, Marketing Strategy, Public Speaking, Team Building, New Business Development, Consulting, Contract Negotiation, Leadership, Business Planning, Nonprofits, Leadership Development, Project Management, Entrepreneurship, Performance Management, Strategy, Human Resources, Sales Management, Business Development, Account Management, Training, Sales Process, Negotiation, Recruiting, Management, Budgets, Fundraising, CRM, Start-ups, Customer Service, Sales, Program Management, Team Leadership, Retirement, Project Planning, Operations Management, Business Process..., Process Improvement, Marketing Communications, Marketing, Life Settlements, Retirement Planning, Strategic Partnerships, Analysis
Education
Illinois State University
M. S., Education Administration
Illinois State University
B. S., Social Science
Self Employed April 2008 - Present
Eagle One Financial. Inc. April 2008 - Present
Ameriprise Financial March 1990 - April 2008
B. M. A. -- Business Mens Assurance Co. January 1987 - March 1990
Home Life Insurance Co. March 1980 - January 1987
Skills
Coaching, Management Consulting, Executive Coaching, Small Business, Business Strategy, Strategic Planning, Organizational..., Change Management, Marketing Strategy, Public Speaking, Team Building, New Business Development, Consulting, Contract Negotiation, Leadership, Business Planning, Nonprofits, Leadership Development, Project Management, Entrepreneurship, Performance Management, Strategy, Human Resources, Sales Management, Business Development, Account Management, Training, Sales Process, Negotiation, Recruiting, Management, Budgets, Fundraising, CRM, Start-ups, Customer Service, Sales, Program Management, Team Leadership, Retirement, Project Planning, Operations Management, Business Process..., Process Improvement, Marketing Communications, Marketing, Life Settlements, Retirement Planning, Strategic Partnerships, Analysis
Education
Illinois State University
M. S., Education Administration
Illinois State University
B. S., Social Science
Adrian C Johnson CFP®, MBA, CRPC® Adrian C Johnson CFP®, MBA, CRPC®'s Ameriprise Financial Experience February 2015 - Present
Job Managed Account Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2015 - Present
Ameriprise Financial March 2013 - February 2015
Ameriprise Financial January 2011 - March 2013
RiverSource August 2004 - January 2011
American Express Financial Advisors August 2000 - 2004
Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Series 7, Asset Allocation, Team Leadership, Wealth Management, Financial Planning, Public Speaking, Mutual Funds, Financial Services, Financial Advisory, Management, Business Development, Leadership, Portfolio Management, Sales, Financial Analysis
Education
University of Saint Thomas - School of Business 2004 — 2010
MBA, Business Management
Hamline University 1996 — 2000
BA, International Economics
Ameriprise Financial February 2015 - Present
Ameriprise Financial March 2013 - February 2015
Ameriprise Financial January 2011 - March 2013
RiverSource August 2004 - January 2011
American Express Financial Advisors August 2000 - 2004
Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Series 7, Asset Allocation, Team Leadership, Wealth Management, Financial Planning, Public Speaking, Mutual Funds, Financial Services, Financial Advisory, Management, Business Development, Leadership, Portfolio Management, Sales, Financial Analysis
Education
University of Saint Thomas - School of Business 2004 — 2010
MBA, Business Management
Hamline University 1996 — 2000
BA, International Economics
Larry Kushner Larry Kushner's Ameriprise Financial Experience August 2005 - January 2009
Job President at Cornerstone Wealth Management Group
Industry Financial Services
Experience
Cornerstone Wealth Management Group January 2009 - Present
NEXT Financial January 2009 - Present
Air Solutions East January 2001 - Present
Ameriprise Financial August 2005 - January 2009
Trane September 1993 - January 2001
Education
Hofstra University
M.B.A., Management
New York University, Polytechnic School of Engineering
B.S., Operations Research and Systems Engineering
Cornerstone Wealth Management Group January 2009 - Present
NEXT Financial January 2009 - Present
Air Solutions East January 2001 - Present
Ameriprise Financial August 2005 - January 2009
Trane September 1993 - January 2001
Education
Hofstra University
M.B.A., Management
New York University, Polytechnic School of Engineering
B.S., Operations Research and Systems Engineering
Carmala Williams Carmala Williams's Ameriprise Financial Experience January 2007 - April 2009
Job Senior Assistant at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise Financial January 2007 - April 2009
Champion Auto Supply Store and Service Center January 2002 - January 2007
UCare January 2001 - January 2002
American Express January 1997 - January 2001
Grenadier Realty Corp January 1994 - January 1997
Gruner + Jahr USA Publishing January 1990 - January 1993
Reise Organization January 1983 - January 1990
Skills
Access, Program Management, Administrative..., Leadership, Project Management, Analysis, Risk Management, Process Improvement, Budgets, SharePoint, Software Documentation, Team Building, Management, Performance Management, Policy, Administrative...
Education
Hennepin Technical College
Mahoney Business School
Business
Audrey Cohen College
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise Financial January 2007 - April 2009
Champion Auto Supply Store and Service Center January 2002 - January 2007
UCare January 2001 - January 2002
American Express January 1997 - January 2001
Grenadier Realty Corp January 1994 - January 1997
Gruner + Jahr USA Publishing January 1990 - January 1993
Reise Organization January 1983 - January 1990
Skills
Access, Program Management, Administrative..., Leadership, Project Management, Analysis, Risk Management, Process Improvement, Budgets, SharePoint, Software Documentation, Team Building, Management, Performance Management, Policy, Administrative...
Education
Hennepin Technical College
Mahoney Business School
Business
Audrey Cohen College
Robert Woodward Robert Woodward's Ameriprise Financial Experience May 2011 - August 2011
Job Investment Banking Analyst at Mazzone & Associates
Industry Investment Banking
Experience
Mazzone & Associates May 2015 - Present
Mazzone & Associates January 2014 - December 2014
Ameriprise Financial May 2011 - August 2011
Camp Rainey Mountain May 2008 - August 2008
Skills
Teaching, Economics, Research, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Finance, Corporate Finance, Microsoft Word, Event Planning, Fundraising, Customer Service, Data Analysis, Social Media, Financial Analysis, Financial Modeling, Access, Valuation, Mergers, Investment Banking, Banking, Business Valuation, Capital IQ, Private Equity, Capital Markets, Accounting, Business Development, Bloomberg Terminal, Due Diligence, DCF, Financial Statement..., LBO, Investments, Analysis, Teamwork
Education
Georgia State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Corporate Finance
Hampden-Sydney College 2010 — 2013
Economics and Commerce, Law and Public Policy
Training the Street 2012 — 2012
Corporate Valuation
Brookwood
Brookwood
Mazzone & Associates May 2015 - Present
Mazzone & Associates January 2014 - December 2014
Ameriprise Financial May 2011 - August 2011
Camp Rainey Mountain May 2008 - August 2008
Skills
Teaching, Economics, Research, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Finance, Corporate Finance, Microsoft Word, Event Planning, Fundraising, Customer Service, Data Analysis, Social Media, Financial Analysis, Financial Modeling, Access, Valuation, Mergers, Investment Banking, Banking, Business Valuation, Capital IQ, Private Equity, Capital Markets, Accounting, Business Development, Bloomberg Terminal, Due Diligence, DCF, Financial Statement..., LBO, Investments, Analysis, Teamwork
Education
Georgia State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Corporate Finance
Hampden-Sydney College 2010 — 2013
Economics and Commerce, Law and Public Policy
Training the Street 2012 — 2012
Corporate Valuation
Brookwood
Brookwood
Jill Hofacker Williams Jill Hofacker Williams's Ameriprise Financial Experience August 2011 - July 2012
Job Corporate Counsel
Industry Legal Services
Experience
Symantec June 2015 - Present
Symantec August 2012 - June 2015
Ameriprise Financial August 2011 - July 2012
Lawson Software June 2010 - August 2011
Lawson Software May 2008 - June 2010
Lawson Software February 2006 - May 2008
Skills
Contract Negotiation, Due Diligence, Business Development, Management, Corporate Law, Mergers, Contract Management, Strategic Partnerships, Enterprise Software, Negotiation, Licensing, Business Intelligence, SaaS, Salesforce.com
Education
Hamline University School of Law 2007 — 2010
JD, Law
St. Cloud State University 2003 — 2005
MS, Social Responsibility
University of Minnesota-Twin Cities 1996 — 2001
BA, Psychology & Spanish Studies
Symantec June 2015 - Present
Symantec August 2012 - June 2015
Ameriprise Financial August 2011 - July 2012
Lawson Software June 2010 - August 2011
Lawson Software May 2008 - June 2010
Lawson Software February 2006 - May 2008
Skills
Contract Negotiation, Due Diligence, Business Development, Management, Corporate Law, Mergers, Contract Management, Strategic Partnerships, Enterprise Software, Negotiation, Licensing, Business Intelligence, SaaS, Salesforce.com
Education
Hamline University School of Law 2007 — 2010
JD, Law
St. Cloud State University 2003 — 2005
MS, Social Responsibility
University of Minnesota-Twin Cities 1996 — 2001
BA, Psychology & Spanish Studies
Canhnha Luu's Ameriprise Financial Experience July 2013 - Present
Job MatchMaking Scout/Assistant at Cupid's Cronies Matchmaker Dating Service
Industry Financial Services
Experience
Ameriprise Financial July 2013 - Present
Cupid's Cronies Matchmaker Dating Service April 2010 - Present
Ameriprise Financial June 2011 - July 2013
Halberg Criminal Defense 2009 - 2009
Skills
Retail Sales, Customer Service, Project Planning, Project Coordination, Project Delivery, Administrative..., Office Administration, Front to Back Office, Employee Engagement, Employee Training, Paralegals, Outstanding..., Social Media Marketing, Social Networking
Education
Hamline University 2013 — 2013
MBA, 4.0
Winona State University 2007 — 2009
Bachelor's degree, Paralegal
Rochester Community and Technical College 2005 — 2007
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Ameriprise Financial July 2013 - Present
Cupid's Cronies Matchmaker Dating Service April 2010 - Present
Ameriprise Financial June 2011 - July 2013
Halberg Criminal Defense 2009 - 2009
Skills
Retail Sales, Customer Service, Project Planning, Project Coordination, Project Delivery, Administrative..., Office Administration, Front to Back Office, Employee Engagement, Employee Training, Paralegals, Outstanding..., Social Media Marketing, Social Networking
Education
Hamline University 2013 — 2013
MBA, 4.0
Winona State University 2007 — 2009
Bachelor's degree, Paralegal
Rochester Community and Technical College 2005 — 2007
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Edmund Chitwood's Ameriprise Financial Experience June 2009 - August 2009
Job Knowledge Management Analyst at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
Cleary Gottlieb Steen & Hamilton LLP January 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP January 2014 - December 2014
University of Virginia, Offfice of Engagement October 2009 - August 2013
Ameriprise Financial June 2009 - August 2009
Skills
Public Speaking, Research, Data Analysis, Microsoft Office, Knowledge Management, Search Engine Technology, International Relations
Education
University of Virginia 2009 — 2013
Bachelor of Arts (BA), Foreign Affairs and German
Humboldt-Universität zu Berlin 2012 — 2012
Exchange Student in German and International Relations
Southwest Virginia Governor's School 2007 — 2009
Mathematics, Science, and Technology
Cleary Gottlieb Steen & Hamilton LLP January 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP January 2014 - December 2014
University of Virginia, Offfice of Engagement October 2009 - August 2013
Ameriprise Financial June 2009 - August 2009
Skills
Public Speaking, Research, Data Analysis, Microsoft Office, Knowledge Management, Search Engine Technology, International Relations
Education
University of Virginia 2009 — 2013
Bachelor of Arts (BA), Foreign Affairs and German
Humboldt-Universität zu Berlin 2012 — 2012
Exchange Student in German and International Relations
Southwest Virginia Governor's School 2007 — 2009
Mathematics, Science, and Technology
Carmen Trivisonno's Ameriprise Financial Experience January 2006 - January 2010
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
AXA Advisors January 2010 - Present
Ameriprise Financial January 2006 - January 2010
Ameriprise Financial Services, Inc. January 2006 - January 2010
Trivisonno's Restaurant January 1999 - January 2006
Education
Kent State University 2002 — 2006
BA, Finance
Heidelberg College 1998 — 2000
Benedictine 1994 — 1998
AXA Advisors October 2013 - Present
AXA Advisors January 2010 - Present
Ameriprise Financial January 2006 - January 2010
Ameriprise Financial Services, Inc. January 2006 - January 2010
Trivisonno's Restaurant January 1999 - January 2006
Education
Kent State University 2002 — 2006
BA, Finance
Heidelberg College 1998 — 2000
Benedictine 1994 — 1998
Rob Carpenter Rob Carpenter's Ameriprise Financial Experience January 2011 - June 2012
Job CEO & President BaltimoreWashington Financial Advisors
Industry Investment Management
Experience
Baltimore Washington Financial Advisors June 2012 - Present
Ameriprise Financial January 2011 - June 2012
Wells Fargo Advisors, LLC January 2007 - January 2011
Stifel Nicolaus (formerly Ryan, Beck & Co.) 1999 - 2007
Dreyfus Service Corp. 1998 - 1999
Prudential Securities, Inc. (now known as Wells Fargo) 1995 - 1997
Citicorp 1994 - 1995
Merrill Lynch 1989 - 1993
Skills
Investments, Financial Services, Portfolio Management, Finance, Retirement Planning, Asset Management, Series 7, Alternative Investments, Investment Advisory, ETFs, Investment Management, Securities, 401k, Series 63, Equities, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Mutual Funds, FINRA, Wealth Management, Bonds, High Net Worth..., Estate Planning, Wealth Management..., Hedge Funds, Private Banking, Fixed Income, Financial Planners, Wealth, Options, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 1998 — 2000
SIA Branch Management Leadership Institute
Hartwick College 1984 — 1988
B.A., Political Science
Baltimore Washington Financial Advisors June 2012 - Present
Ameriprise Financial January 2011 - June 2012
Wells Fargo Advisors, LLC January 2007 - January 2011
Stifel Nicolaus (formerly Ryan, Beck & Co.) 1999 - 2007
Dreyfus Service Corp. 1998 - 1999
Prudential Securities, Inc. (now known as Wells Fargo) 1995 - 1997
Citicorp 1994 - 1995
Merrill Lynch 1989 - 1993
Skills
Investments, Financial Services, Portfolio Management, Finance, Retirement Planning, Asset Management, Series 7, Alternative Investments, Investment Advisory, ETFs, Investment Management, Securities, 401k, Series 63, Equities, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Mutual Funds, FINRA, Wealth Management, Bonds, High Net Worth..., Estate Planning, Wealth Management..., Hedge Funds, Private Banking, Fixed Income, Financial Planners, Wealth, Options, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 1998 — 2000
SIA Branch Management Leadership Institute
Hartwick College 1984 — 1988
B.A., Political Science
Dave Geschke Dave Geschke's Ameriprise Financial Experience January 2009 - May 2014
Job CEO of SWS Financial Services and Director of Retail for Southwest Securities at Southwest Securities, Inc.
Industry Financial Services
Experience
Ameriprise Financial January 2009 - May 2014
H&R Block Financial Advisors November 2007 - February 2009
H&R Block Financial Advisors January 1999 - November 2007
Skills
Series 7, Series 24, Series 65, Series 63, Mutual Funds, Retirement Planning, Investment Advisory, FINRA, Securities, Investments, Strategic Financial..., Retirement, Asset Allocation, Wealth Management, 401k, Bonds, Fixed Annuities, Wealth, Asset Management, Options, Uniform Combined State..., Financial Services, Wealth Management..., Long-term Care, Insurance, Equities, Finance, Investment Management, Portfolio Management, Alternative Investments, Financial Advisory, Fixed Income, Estate Planning, Investment Strategies, Financial Goals, Stocks, ETFs, Life Insurance, Personal Finance, Relationship Management, Long Term Care Insurance, Financial Planners, Leadership, Team Leadership, Management, Team Building, Communication, Coaching, Public Speaking, Strategy
Education
Illinois State University 1982 — 1987
Bachelor of Science (BS), Bachelor of Science (B.S.) double major in Business Administration and Economics Minor in Finance
Ameriprise Financial January 2009 - May 2014
H&R Block Financial Advisors November 2007 - February 2009
H&R Block Financial Advisors January 1999 - November 2007
Skills
Series 7, Series 24, Series 65, Series 63, Mutual Funds, Retirement Planning, Investment Advisory, FINRA, Securities, Investments, Strategic Financial..., Retirement, Asset Allocation, Wealth Management, 401k, Bonds, Fixed Annuities, Wealth, Asset Management, Options, Uniform Combined State..., Financial Services, Wealth Management..., Long-term Care, Insurance, Equities, Finance, Investment Management, Portfolio Management, Alternative Investments, Financial Advisory, Fixed Income, Estate Planning, Investment Strategies, Financial Goals, Stocks, ETFs, Life Insurance, Personal Finance, Relationship Management, Long Term Care Insurance, Financial Planners, Leadership, Team Leadership, Management, Team Building, Communication, Coaching, Public Speaking, Strategy
Education
Illinois State University 1982 — 1987
Bachelor of Science (BS), Bachelor of Science (B.S.) double major in Business Administration and Economics Minor in Finance
Jeannee Hoppe Jeannee Hoppe's Ameriprise Financial Experience January 1999 - June 2010
Job Human Resources Generalist at 3M
Industry Human Resources
Experience
3M July 2013 - Present
3M June 2011 - July 2013
Genesis 10 February 2011 - June 2011
Allianz Life June 2010 - January 2011
Ameriprise Financial January 1999 - June 2010
Ameriprise Financial Services, Inc. April 2005 - November 2008
Skills
Global Talent Acquistion, Business Process..., Business Process Design, Business Process..., Taleo, HR Process and..., Global Standards, Talent Technology, Vendor Management, Recruitment Technologies, Program Management, Team Motivation, Cross-functional Team..., Global Team..., Talent Management, Recruiting, Business Process, Process Improvement, CRM, Human Resources, Leadership, Management, Sourcing, Start-ups, Strategy, Talent Acquisition, Onboarding
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MA, Industrial Relations
Hamline University 1993 — 1997
BA, Environmental Science
3M July 2013 - Present
3M June 2011 - July 2013
Genesis 10 February 2011 - June 2011
Allianz Life June 2010 - January 2011
Ameriprise Financial January 1999 - June 2010
Ameriprise Financial Services, Inc. April 2005 - November 2008
Skills
Global Talent Acquistion, Business Process..., Business Process Design, Business Process..., Taleo, HR Process and..., Global Standards, Talent Technology, Vendor Management, Recruitment Technologies, Program Management, Team Motivation, Cross-functional Team..., Global Team..., Talent Management, Recruiting, Business Process, Process Improvement, CRM, Human Resources, Leadership, Management, Sourcing, Start-ups, Strategy, Talent Acquisition, Onboarding
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MA, Industrial Relations
Hamline University 1993 — 1997
BA, Environmental Science
Jonathan Abrams, CRPC®, CRPS®'s Ameriprise Financial Experience 2013 - Present
Job Financial Advisor, Chartered Retirement Planning Counselor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2013 - Present
HSBC Securities 2010 - 2013
Wells Fargo Advisors 2007 - 2010
Bank of America 2002 - 2007
Dreyfus/Mellon Advisors 1997 - 2002
Education
Wharton School, University of Pennsylvania
Financial Advisor Executive Program
College for Financial Planning
Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist
Hofstra University
Banking and Finance
Ameriprise Financial 2013 - Present
HSBC Securities 2010 - 2013
Wells Fargo Advisors 2007 - 2010
Bank of America 2002 - 2007
Dreyfus/Mellon Advisors 1997 - 2002
Education
Wharton School, University of Pennsylvania
Financial Advisor Executive Program
College for Financial Planning
Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist
Hofstra University
Banking and Finance
Lupita Kolles, PMP,MBA, CPA(Inactive) Lupita Kolles, PMP,MBA, CPA(Inactive)'s Ameriprise Financial Experience 2005 - 2009
Job Sr. Program Manager
Industry Information Technology and Services
Experience
Cargill August 2011 - Present
Securian Financial Group December 2009 - August 2011
Ameriprise Financial 2005 - 2009
American Express 2003 - 2005
Ecolab 2000 - 2003
International Decision Systems 1997 - 2000
GE Capital 1994 - 1997
Citi Group - Banamex 1990 - 1994
Deloitte Consulting 1985 - 1989
Skills
Program Management, Risk Management, Product Development, Risk Mitigation, Project Portfolio..., PMP, Supply Chain Management, Strategic Sourcing, Project Management, Leadership, Business Analysis, MS Project, Process Improvement, Six Sigma, Vendor Management, Strategic Planning, Management, Business Process..., Business Process, PMO
Education
Instituto Tecnológico Autónomo de México 1992 — 1995
MBA, Business Administration
Hamline University 1989 — 1990
ESL, English
Escuela Bancaria y Comercial 1983 — 1987
CPA, Accounting
Cargill August 2011 - Present
Securian Financial Group December 2009 - August 2011
Ameriprise Financial 2005 - 2009
American Express 2003 - 2005
Ecolab 2000 - 2003
International Decision Systems 1997 - 2000
GE Capital 1994 - 1997
Citi Group - Banamex 1990 - 1994
Deloitte Consulting 1985 - 1989
Skills
Program Management, Risk Management, Product Development, Risk Mitigation, Project Portfolio..., PMP, Supply Chain Management, Strategic Sourcing, Project Management, Leadership, Business Analysis, MS Project, Process Improvement, Six Sigma, Vendor Management, Strategic Planning, Management, Business Process..., Business Process, PMO
Education
Instituto Tecnológico Autónomo de México 1992 — 1995
MBA, Business Administration
Hamline University 1989 — 1990
ESL, English
Escuela Bancaria y Comercial 1983 — 1987
CPA, Accounting
Dawn Heim, CCP, PHR Dawn Heim, CCP, PHR's Ameriprise Financial Experience November 2005 - November 2012
Job
Industry Investment Management
Experience
Medtronic September 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - August 2013
Ameriprise Financial November 2005 - November 2012
Carlson August 2004 - November 2005
Carlson May 2002 - July 2004
Mesaba Airlines November 2000 - May 2002
Mesaba Airlines June 1998 - October 2000
Starkey Labs 1998 - 1998
Skills
Employee Benefits, Deferred Compensation, Compensation, Insurance, PeopleSoft, Job Evaluation, Incentive Programs, Benefits Administration, Executive Pay, 401k, Compensation Structures, Microsoft Excel, Job Descriptions, Business Analysis, Process Improvement
Education
Hamline University 2000 — 2004
MA,, Management
University of St. Thomas 1994 — 1998
BA, Human Resource Management
Medtronic September 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - August 2013
Ameriprise Financial November 2005 - November 2012
Carlson August 2004 - November 2005
Carlson May 2002 - July 2004
Mesaba Airlines November 2000 - May 2002
Mesaba Airlines June 1998 - October 2000
Starkey Labs 1998 - 1998
Skills
Employee Benefits, Deferred Compensation, Compensation, Insurance, PeopleSoft, Job Evaluation, Incentive Programs, Benefits Administration, Executive Pay, 401k, Compensation Structures, Microsoft Excel, Job Descriptions, Business Analysis, Process Improvement
Education
Hamline University 2000 — 2004
MA,, Management
University of St. Thomas 1994 — 1998
BA, Human Resource Management
Larry Post Larry Post's Ameriprise Financial Experience January 1983 - February 2014
Job Director
Industry Real Estate
Experience
MRG properties February 2014 - Present
Post Hospitality Group January 2014 - Present
BodyWaves Therapeutic Massage September 2012 - Present
Fitness Together - North End January 2012 - Present
The point January 1998 - Present
Ameriprise Financial January 1983 - February 2014
U.S. Coast Guard 1976 - 1982
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investments, Securities, 401k, Fixed Annuities, Asset Managment, Insurance, Financial Services, Series 24, Leadership, Management, Series 7, Financial Planning, Retirement Planning
Education
Harvard Business School 1997 — 1997
AMP 154, business
University of Massachusetts, Amherst 1971 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
MRG properties February 2014 - Present
Post Hospitality Group January 2014 - Present
BodyWaves Therapeutic Massage September 2012 - Present
Fitness Together - North End January 2012 - Present
The point January 1998 - Present
Ameriprise Financial January 1983 - February 2014
U.S. Coast Guard 1976 - 1982
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investments, Securities, 401k, Fixed Annuities, Asset Managment, Insurance, Financial Services, Series 24, Leadership, Management, Series 7, Financial Planning, Retirement Planning
Education
Harvard Business School 1997 — 1997
AMP 154, business
University of Massachusetts, Amherst 1971 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
Becky Hsu Becky Hsu's Ameriprise Financial Experience January 2007 - March 2008
Job Global Management Consultant | Proven leader in managing people, transitions, expansions and change
Industry Management Consulting
Experience
State of Minnesota - MNsure June 2013 - June 2015
Target July 2012 - June 2013
Enclarity: A healthcare information solutions company January 2012 - July 2012
Ameriprise Financial Services, Inc August 2009 - December 2011
Best Buy Corporation February 2008 - December 2008
Ameriprise Financial January 2007 - March 2008
HKIS August 2002 - August 2006
Skills
Vendor Management, Program Management, Training, Change Management, Business Analysis, Process Improvement, Management, Cross-functional Team..., Requirements Gathering, Project Management, PMP, Strategic Planning, Integration, SDLC, PMO, Project Planning, Business Process, Quality Assurance
Education
Hamline University
BA
State of Minnesota - MNsure June 2013 - June 2015
Target July 2012 - June 2013
Enclarity: A healthcare information solutions company January 2012 - July 2012
Ameriprise Financial Services, Inc August 2009 - December 2011
Best Buy Corporation February 2008 - December 2008
Ameriprise Financial January 2007 - March 2008
HKIS August 2002 - August 2006
Skills
Vendor Management, Program Management, Training, Change Management, Business Analysis, Process Improvement, Management, Cross-functional Team..., Requirements Gathering, Project Management, PMP, Strategic Planning, Integration, SDLC, PMO, Project Planning, Business Process, Quality Assurance
Education
Hamline University
BA
Jesse Vanderwerf Jesse Vanderwerf's Ameriprise Financial Experience August 2006 - April 2007
Job Full Stack Programmer at Freelance Mobile App Developement
Industry Computer Software
Experience
Freelance Mobile App Developement April 2014 - Present
Rogue Maps January 2013 - Present
DialogCoach July 2010 - July 2012
Ascert, LLC July 2008 - July 2010
Ameriprise Financial August 2006 - April 2007
Fund for Public Interest Research March 2005 - August 2006
U.S.PIRG 2005 - 2006
Hamline University 2000 - 2004
Skills
C# programing, Web Design, Business Strategy, Business Development, Marketing and sales, Social Media Coordinator, C#, Programming, Integration, Management, Training, Leadership, WordPress, Web Development, Business Analysis, Troubleshooting, Team Leadership, Information Technology, Vendor Management, Servers, IT Service Management, ITIL, Software Development, SharePoint, IT Strategy, Technical Support, SaaS, Networking, Help Desk Support, Cloud Computing, Email Marketing, Public Speaking
Education
Hamline University 2000 — 2005
Bacherlor of Science, Flexable Curriculum (Computer Science)
Hamline University 2000 — 2004
Flexable Curriculam (Computer Science)
Freelance Mobile App Developement April 2014 - Present
Rogue Maps January 2013 - Present
DialogCoach July 2010 - July 2012
Ascert, LLC July 2008 - July 2010
Ameriprise Financial August 2006 - April 2007
Fund for Public Interest Research March 2005 - August 2006
U.S.PIRG 2005 - 2006
Hamline University 2000 - 2004
Skills
C# programing, Web Design, Business Strategy, Business Development, Marketing and sales, Social Media Coordinator, C#, Programming, Integration, Management, Training, Leadership, WordPress, Web Development, Business Analysis, Troubleshooting, Team Leadership, Information Technology, Vendor Management, Servers, IT Service Management, ITIL, Software Development, SharePoint, IT Strategy, Technical Support, SaaS, Networking, Help Desk Support, Cloud Computing, Email Marketing, Public Speaking
Education
Hamline University 2000 — 2005
Bacherlor of Science, Flexable Curriculum (Computer Science)
Hamline University 2000 — 2004
Flexable Curriculam (Computer Science)
Eric Tagliere's Ameriprise Financial Experience 2007 - 2013
Job SVP, Application Development and Enterprise Architecture at Marriott International
Industry Hospitality
Experience
The National Center for Children and Families 2015 - Present
Marriott International 2013 - Present
Ameriprise Financial 2007 - 2013
Experian 2003 - 2007
The Nielsen Company 2001 - 2003
Ethnicgrocer.com 1999 - 2001
CNA Insurance 1991 - 1999
Skills
IT Strategy, Program Management, Enterprise Software, Architecture, Software Development, Infrastructure..., IT Operations Management, Manage Client..., Acquisition Integration, Vendor Management, Global Operations, Business Intelligence, Strategy, Integration, Start-ups, Enterprise Architecture, Leadership, Business Analysis, Analytics, Business Process..., Management, CRM, SDLC, New Business Development, Data Warehousing, PMO, Software Project..., Solution Architecture, E-commerce, Business Strategy, Executive Management, Outsourcing, Architectures
Education
Northern Illinois University 1987 — 1991
Bachelor of Science (B.S.), Business, Economics
Center for Creative Leadership
Executive Education, Developing the Strategic Leader
Harvard Business School
Executive Education, Rethinking Strategy and Innovation
University of St. Thomas
Executive Education, Strategic Leadership
The National Center for Children and Families 2015 - Present
Marriott International 2013 - Present
Ameriprise Financial 2007 - 2013
Experian 2003 - 2007
The Nielsen Company 2001 - 2003
Ethnicgrocer.com 1999 - 2001
CNA Insurance 1991 - 1999
Skills
IT Strategy, Program Management, Enterprise Software, Architecture, Software Development, Infrastructure..., IT Operations Management, Manage Client..., Acquisition Integration, Vendor Management, Global Operations, Business Intelligence, Strategy, Integration, Start-ups, Enterprise Architecture, Leadership, Business Analysis, Analytics, Business Process..., Management, CRM, SDLC, New Business Development, Data Warehousing, PMO, Software Project..., Solution Architecture, E-commerce, Business Strategy, Executive Management, Outsourcing, Architectures
Education
Northern Illinois University 1987 — 1991
Bachelor of Science (B.S.), Business, Economics
Center for Creative Leadership
Executive Education, Developing the Strategic Leader
Harvard Business School
Executive Education, Rethinking Strategy and Innovation
University of St. Thomas
Executive Education, Strategic Leadership
Amanda Willey, CFP® Amanda Willey, CFP®'s Ameriprise Financial Experience May 2003 - January 2010
Job Associate Financial Advisor
Industry Financial Services
Experience
Richard Miller & Associates December 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - December 2013
R.A. Hall & CO. LLC February 2010 - May 2010
Ameriprise Financial May 2003 - January 2010
Education
Houghton College 1996 — 2000
Bachelor of Arts (BA), Business Administration with Finance concentration and Spanish, 3.62 GPA
Richard Miller & Associates December 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - December 2013
R.A. Hall & CO. LLC February 2010 - May 2010
Ameriprise Financial May 2003 - January 2010
Education
Houghton College 1996 — 2000
Bachelor of Arts (BA), Business Administration with Finance concentration and Spanish, 3.62 GPA
Christopher Danzer Christopher Danzer's Ameriprise Financial Experience February 2011 - Present
Job Financial Advisor, Business Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial February 2011 - Present
British Airways December 1990 - December 2010
Education
Hofstra University 1984 — 1988
BA, Interdisciplinary Studies
Columbia University 1986 — 1987
Writing
Ameriprise Financial February 2011 - Present
British Airways December 1990 - December 2010
Education
Hofstra University 1984 — 1988
BA, Interdisciplinary Studies
Columbia University 1986 — 1987
Writing
Brad Loucks Brad Loucks's Ameriprise Financial Experience April 2013 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2013 - Present
Ameriprise Financial September 2010 - April 2013
Merrill Lynch May 2004 - September 2010
Citigroup Global Markets January 2002 - May 2004
Citrina USA September 1998 - January 2002
Coca-Cola Bottling Company of New York May 1995 - September 1998
Coca-Cola Enterprises January 1992 - May 1995
Coca-Cola Enterprises May 1990 - January 1992
Coca-Cola Enterprises September 1988 - May 1990
Pepsi-Cola Bottling Group September 1985 - September 1988
Education
High Point University 1973 — 1976
Bachelor of Science (BS), History & Political Science
Dulaney High School 1970 — 1972
Ameriprise Financial April 2013 - Present
Ameriprise Financial September 2010 - April 2013
Merrill Lynch May 2004 - September 2010
Citigroup Global Markets January 2002 - May 2004
Citrina USA September 1998 - January 2002
Coca-Cola Bottling Company of New York May 1995 - September 1998
Coca-Cola Enterprises January 1992 - May 1995
Coca-Cola Enterprises May 1990 - January 1992
Coca-Cola Enterprises September 1988 - May 1990
Pepsi-Cola Bottling Group September 1985 - September 1988
Education
High Point University 1973 — 1976
Bachelor of Science (BS), History & Political Science
Dulaney High School 1970 — 1972
Ernie (Ernest R.) Smith Ernie (Ernest R.) Smith's Ameriprise Financial Experience November 2008 - Present
Job VP Technology at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors February 2004 - November 2008
H&R Block 2004 - 2008
Smith Associates January 2003 - January 2004
Advest, Inc. 1993 - December 2002
Aetna Life and Casualty 1990 - 1993
CIGNA 1984 - 1990
IBM 1977 - 1984
Skills
Strategic Planning, Financial Services, Portfolio Management, Risk Management, Vendor Management, Leadership, Process Improvement, Business Analysis, Project Management, IT Strategy, Management, Business Intelligence, Integration, SDLC, Analytics, Business Process..., Project Portfolio..., Program Management, Strategy, PMO, Disaster Recovery, Change Management, Finance, Product Management, CRM, Information Technology, Outsourcing, Marketing, Team Leadership, Cross-functional Team..., Management Consulting, Mergers & Acquisitions, Start-ups, Governance, Banking, Strategic Financial..., Analysis, Insurance, Business Development, Business Process, IT Management, Enterprise Architecture
Education
Heidelberg University 1973 — 1977
BA, Theology
Tolland High School 1969 — 1973
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors February 2004 - November 2008
H&R Block 2004 - 2008
Smith Associates January 2003 - January 2004
Advest, Inc. 1993 - December 2002
Aetna Life and Casualty 1990 - 1993
CIGNA 1984 - 1990
IBM 1977 - 1984
Skills
Strategic Planning, Financial Services, Portfolio Management, Risk Management, Vendor Management, Leadership, Process Improvement, Business Analysis, Project Management, IT Strategy, Management, Business Intelligence, Integration, SDLC, Analytics, Business Process..., Project Portfolio..., Program Management, Strategy, PMO, Disaster Recovery, Change Management, Finance, Product Management, CRM, Information Technology, Outsourcing, Marketing, Team Leadership, Cross-functional Team..., Management Consulting, Mergers & Acquisitions, Start-ups, Governance, Banking, Strategic Financial..., Analysis, Insurance, Business Development, Business Process, IT Management, Enterprise Architecture
Education
Heidelberg University 1973 — 1977
BA, Theology
Tolland High School 1969 — 1973
Dennis Abrahamzon's Ameriprise Financial Experience 1995 - Present
Job Financial Advisor at Ameriprise Financial Service, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1995 - Present
Ameriprise Financial 1985 - Present
Education
Hamline University School of Law 1978 — 1981
Juris Doctorate, Law
University of Wisconsin-Superior 1973 — 1978
B.S., Accounting
Ameriprise Financial 1995 - Present
Ameriprise Financial 1985 - Present
Education
Hamline University School of Law 1978 — 1981
Juris Doctorate, Law
University of Wisconsin-Superior 1973 — 1978
B.S., Accounting
Bruce Smith, ChFC Bruce Smith, ChFC's Ameriprise Financial Experience 1992 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1992 - Present
U. S. Army 1980 - 1992
Education
Howard Payne University 1978 — 1980
B A, Ecomonics
New Mexico Military Institute 1976 — 1978
AA, General
Ameriprise Financial 1992 - Present
U. S. Army 1980 - 1992
Education
Howard Payne University 1978 — 1980
B A, Ecomonics
New Mexico Military Institute 1976 — 1978
AA, General
Erin Walker Durkee Erin Walker Durkee's Ameriprise Financial Experience March 2006 - October 2009
Job Financial Services Compliance Supervisor FINRA Series 24, 7, 9, 10, 66, 53 and LAH Certifications
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
New York Life Insurance Company March 2010 - July 2015
Ameriprise Financial March 2006 - October 2009
Miller, Allen and Associates 2004 - 2006
American Express Financial Advisors 2003 - 2005
Unisource 1996 - 2004
Skills
Microsoft Excel, Training, Leadership, Risk Management, Financial Planning, Strategic Financial..., Financial Services, Fixed Annuities, Retirement, Life Insurance
Education
Hood College
BA, Environmental Studies
Hood College
Bachelor of Arts (BA)
Prudential Financial August 2015 - Present
New York Life Insurance Company March 2010 - July 2015
Ameriprise Financial March 2006 - October 2009
Miller, Allen and Associates 2004 - 2006
American Express Financial Advisors 2003 - 2005
Unisource 1996 - 2004
Skills
Microsoft Excel, Training, Leadership, Risk Management, Financial Planning, Strategic Financial..., Financial Services, Fixed Annuities, Retirement, Life Insurance
Education
Hood College
BA, Environmental Studies
Hood College
Bachelor of Arts (BA)
Sean Hussey Sean Hussey's Ameriprise Financial Experience OwnerSAH ConstructionAugust 2005 - June 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial OwnerSAH ConstructionAugust 2005 - June 2008
Maine Masonry January 2000 - June 2005
Education
Husson University 1997 — 1999
Communications
central high school 1992 — 1995
Ameriprise Financial OwnerSAH ConstructionAugust 2005 - June 2008
Maine Masonry January 2000 - June 2005
Education
Husson University 1997 — 1999
Communications
central high school 1992 — 1995
Janelle Blazewicz, MBA Janelle Blazewicz, MBA's Ameriprise Financial Experience February 2011 - Present
Job Employee Relations Specialist at Ameriprise
Industry Human Resources
Experience
Ameriprise Financial February 2011 - Present
IRISS, LLC January 2009 - Present
Accenture October 2009 - January 2010
English, Bleeker & Associates June 2009 - August 2009
Hamline University January 2008 - August 2009
Capstone Services, LLC January 2006 - July 2008
Target 2003 - 2004
Skills
Employee Relations, Recruiting, Human Resources, Training, Interviews, Personnel Management, Leadership Development, Employee Benefits, Leadership, Deferred Compensation, Sourcing, Management, Payroll, Hiring, Employee Engagement, Talent Management
Education
Hamline University 2008 — 2009
Master's Degree, Master of Business Administration
University of Wisconsin-Stout 2000 — 2003
Retail Merchandising and Management
Ameriprise Financial February 2011 - Present
IRISS, LLC January 2009 - Present
Accenture October 2009 - January 2010
English, Bleeker & Associates June 2009 - August 2009
Hamline University January 2008 - August 2009
Capstone Services, LLC January 2006 - July 2008
Target 2003 - 2004
Skills
Employee Relations, Recruiting, Human Resources, Training, Interviews, Personnel Management, Leadership Development, Employee Benefits, Leadership, Deferred Compensation, Sourcing, Management, Payroll, Hiring, Employee Engagement, Talent Management
Education
Hamline University 2008 — 2009
Master's Degree, Master of Business Administration
University of Wisconsin-Stout 2000 — 2003
Retail Merchandising and Management
Beth Johnson, ChFC, CLU, CDFA Beth Johnson, ChFC, CLU, CDFA's Ameriprise Financial Experience February 2000 - February 2010
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
Ameriprise Financial February 2000 - February 2010
Wells Fargo August 1998 - February 2000
Education
Harding University 1987 — 1989
Bachelor of Science, Finance, Accounting & Public Administration
Morgan Stanley Smith Barney February 2010 - Present
Ameriprise Financial February 2000 - February 2010
Wells Fargo August 1998 - February 2000
Education
Harding University 1987 — 1989
Bachelor of Science, Finance, Accounting & Public Administration
Margaret Hamm Margaret Hamm's Ameriprise Financial Experience 2007 - 2008
Job Transactional Attorney at Actively Seeking New Opportunities
Industry Law Practice
Experience
Actively Seeking New Opportunities Special CounselMinneapolis/St. Paul AreaJuly 2014 - February 2015
Thomson Reuters March 2014 - July 2014
University of Minnesota - Office for Technology Commercialization May 2010 - September 2013
Small Business Law Office, PLLC May 2003 - July 2010
Kroll Ontrack December 2009 - March 2010
Robins, Kaplan, Miller & Ciresi L.L.P. July 2008 - December 2009
Prime Therapeutics April 2008 - June 2008
Ameriprise Financial 2007 - 2008
PSINet 2000 - 2001
The Pillsbury Company 1995 - 1998
Skills
Corporate Governance, Intellectual Property, Mergers, Business Process..., Contract Negotiation, Litigation, Strategy, Contract Management, Entrepreneurship, Appeals, Management, Mergers & Acquisitions, Analysis, Program Management, Negotiation, Trademarks, Management Consulting, Legal Writing, Licensing, Legal Research, Strategic Planning, Project Management, Leadership
Education
Hamline University School of Law 2000 — 2003
Juris Doctorate, Law, Dean's Honor Roll
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Marketing and Management
University of Southern California - Marshall School of Business 1981 — 1985
B.S., Business - Marketing & Entreprenuership
Actively Seeking New Opportunities Special CounselMinneapolis/St. Paul AreaJuly 2014 - February 2015
Thomson Reuters March 2014 - July 2014
University of Minnesota - Office for Technology Commercialization May 2010 - September 2013
Small Business Law Office, PLLC May 2003 - July 2010
Kroll Ontrack December 2009 - March 2010
Robins, Kaplan, Miller & Ciresi L.L.P. July 2008 - December 2009
Prime Therapeutics April 2008 - June 2008
Ameriprise Financial 2007 - 2008
PSINet 2000 - 2001
The Pillsbury Company 1995 - 1998
Skills
Corporate Governance, Intellectual Property, Mergers, Business Process..., Contract Negotiation, Litigation, Strategy, Contract Management, Entrepreneurship, Appeals, Management, Mergers & Acquisitions, Analysis, Program Management, Negotiation, Trademarks, Management Consulting, Legal Writing, Licensing, Legal Research, Strategic Planning, Project Management, Leadership
Education
Hamline University School of Law 2000 — 2003
Juris Doctorate, Law, Dean's Honor Roll
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Marketing and Management
University of Southern California - Marshall School of Business 1981 — 1985
B.S., Business - Marketing & Entreprenuership
Jon Kotecki MBA, CFP® Jon Kotecki MBA, CFP®'s Ameriprise Financial Experience May 2005 - July 2006
Job Sr. Financial Advisor Vice President at Citi
Industry Financial Services
Experience
Citi March 2012 - Present
USAA November 2007 - March 2012
ING July 2006 - March 2007
Ameriprise Financial May 2005 - July 2006
RFG General Contractors March 2004 - May 2005
Proudfoot Consulting September 2001 - August 2002
Stadtech, Inc. January 2000 - May 2001
IBM Global Services May 1998 - December 1999
Skills
Financial Planning, Retirement, Tax, Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Alternative Investments, Finance, Financial Planners, Long-term Care, Strategy, Mutual Funds, Portfolio Management, Wealth Management, Financial Services, Asset Management, Analysis
Education
HEC School of Management 2002 — 2003
MBA, Consulting
Wheaton College 1994 — 1998
BS, Math, Comp Sci.
Citi March 2012 - Present
USAA November 2007 - March 2012
ING July 2006 - March 2007
Ameriprise Financial May 2005 - July 2006
RFG General Contractors March 2004 - May 2005
Proudfoot Consulting September 2001 - August 2002
Stadtech, Inc. January 2000 - May 2001
IBM Global Services May 1998 - December 1999
Skills
Financial Planning, Retirement, Tax, Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Alternative Investments, Finance, Financial Planners, Long-term Care, Strategy, Mutual Funds, Portfolio Management, Wealth Management, Financial Services, Asset Management, Analysis
Education
HEC School of Management 2002 — 2003
MBA, Consulting
Wheaton College 1994 — 1998
BS, Math, Comp Sci.
Julie Seaton Julie Seaton's Ameriprise Financial Experience May 2008 - November 2008
Job Leasing Consultant at WeigandOmega Management, Inc.
Industry Higher Education
Experience
Weigand-Omega Management, Inc. September 2013 - Present
Winterset, LLC August 2012 - May 2013
Cracker Barrel August 2011 - October 2012
Ameriprise Financial May 2008 - November 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Customer Service, Time Management
Education
Wichita State University 2011 — 2013
Bachelor of Business Administration, Marketing, 3.8/4.0
Hutchinson Community College 2007 — 2009
Associate of Arts, 4.0/4.0
Weigand-Omega Management, Inc. September 2013 - Present
Winterset, LLC August 2012 - May 2013
Cracker Barrel August 2011 - October 2012
Ameriprise Financial May 2008 - November 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Customer Service, Time Management
Education
Wichita State University 2011 — 2013
Bachelor of Business Administration, Marketing, 3.8/4.0
Hutchinson Community College 2007 — 2009
Associate of Arts, 4.0/4.0
Jim Belling, CRPC® Jim Belling, CRPC®'s Ameriprise Financial Experience February 2011 - February 2015
Job Fidelity Investmernts
Industry Financial Services
Experience
Ameriprise Financial February 2011 - February 2015
David Lerner Associates February 2009 - February 2011
Integra Life Sciences February 2005 - April 2007
Zimmer December 2002 - February 2005
Schonfeld Group January 1998 - February 2002
Education
Hofstra University 1987 — 1991
BBA, Marketing
Wantagh
Ameriprise Financial February 2011 - February 2015
David Lerner Associates February 2009 - February 2011
Integra Life Sciences February 2005 - April 2007
Zimmer December 2002 - February 2005
Schonfeld Group January 1998 - February 2002
Education
Hofstra University 1987 — 1991
BBA, Marketing
Wantagh
Carla DeAlejandro Carla DeAlejandro's Ameriprise Financial Experience March 2010 - July 2010
Job Catering Coordinator at ARAMARK
Industry Oil & Energy
Experience
ARAMARK September 2012 - Present
Ameriforge Group, Inc October 2011 - July 2012
Ameriforge 2011 - 2012
IQS, Inc February 2011 - May 2011
ZaSpa November 2010 - February 2011
Ameriprise Financial March 2010 - July 2010
Houston Rockets September 2008 - August 2009
Education
Houston Community College
ARAMARK September 2012 - Present
Ameriforge Group, Inc October 2011 - July 2012
Ameriforge 2011 - 2012
IQS, Inc February 2011 - May 2011
ZaSpa November 2010 - February 2011
Ameriprise Financial March 2010 - July 2010
Houston Rockets September 2008 - August 2009
Education
Houston Community College
Allison Saviello's Ameriprise Financial Experience May 2005 - August 2005
Job School Counselor at Cleveland High School
Industry Education Management
Experience
Cleveland High School August 2014 - Present
Athens Drive High School 2013 - June 2014
USA TODAY June 2011 - January 2013
High Point University June 2006 - June 2011
US Senator Susan Collins May 2005 - August 2005
Ameriprise Financial May 2005 - August 2005
Skills
Facebook, Social Media, Event Planning, Public Speaking, PowerPoint
Education
University of North Carolina at Chapel Hill 2013 — 2014
Master of Education (M.Ed.), School Counseling
High Point University 2008 — 2011
MBA, Business
High Point University 2002 — 2006
Business Administration, Management and German
Cleveland High School August 2014 - Present
Athens Drive High School 2013 - June 2014
USA TODAY June 2011 - January 2013
High Point University June 2006 - June 2011
US Senator Susan Collins May 2005 - August 2005
Ameriprise Financial May 2005 - August 2005
Skills
Facebook, Social Media, Event Planning, Public Speaking, PowerPoint
Education
University of North Carolina at Chapel Hill 2013 — 2014
Master of Education (M.Ed.), School Counseling
High Point University 2008 — 2011
MBA, Business
High Point University 2002 — 2006
Business Administration, Management and German
Andrew MacMillan's Ameriprise Financial Experience 2005 - 2006
Job Senior Corporate Communications Professional
Industry Financial Services
Experience
AXA Rosenberg 2007 - 2010
AXA Rosenberg 2007 - 2010
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2005 - 2006
Barclays Capital 2002 - 2005
Barclays Capital 2002 - 2005
The Nasdaq Stock Market January 1999 - January 2002
Credit Suisse First January 1986 - January 1998
Credit Suisse First Boston 1986 - 1998
National Medical Enterprises January 1984 - January 1986
Education
Harvard Business School 1976 — 1978
MBA
Harvard Graduate School of Business Administration
Masters, Business Administration
University of Iowa - Iowa
S, Industrial Engineering
AXA Rosenberg 2007 - 2010
AXA Rosenberg 2007 - 2010
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2005 - 2006
Barclays Capital 2002 - 2005
Barclays Capital 2002 - 2005
The Nasdaq Stock Market January 1999 - January 2002
Credit Suisse First January 1986 - January 1998
Credit Suisse First Boston 1986 - 1998
National Medical Enterprises January 1984 - January 1986
Education
Harvard Business School 1976 — 1978
MBA
Harvard Graduate School of Business Administration
Masters, Business Administration
University of Iowa - Iowa
S, Industrial Engineering
Andrea Kirsch Andrea Kirsch's Ameriprise Financial Experience May 2013 - Present
Job Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - May 2013
Allegiance Financial Group January 2010 - June 2011
Ameriprise Financial June 2010 - September 2010
Education
Hamline University 2008 — 2011
Finance, Economics
Ameriprise Financial May 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - May 2013
Allegiance Financial Group January 2010 - June 2011
Ameriprise Financial June 2010 - September 2010
Education
Hamline University 2008 — 2011
Finance, Economics
Raymond Bradley Brown, CFP®, CRPC®, AWMA® Raymond Bradley Brown, CFP®, CRPC®, AWMA®'s Ameriprise Financial Experience January 2006 - January 2010
Job Director of Financial Planning at Pension Builders and Consultants
Industry Financial Services
Experience
Pension Builders and Consultants December 2014 - Present
Avon Pizza, LLC dba Coleone’s Pizza December 2009 - Present
212 Capital Group January 2010 - December 2014
Ameriprise Financial January 2006 - January 2010
Masters Capital Management January 1999 - December 2005
Andersen Consulting 1994 - 1999
Swimming Canada September 1984 - August 1994
Education
Haslam College of Business at the University of Tennessee 1992 — 1994
MACC, Masters in Accounting
University of Tennessee-Knoxville 1988 — 1992
MS, Accounting
Southwood Secondary School 1983 — 1988
Pension Builders and Consultants December 2014 - Present
Avon Pizza, LLC dba Coleone’s Pizza December 2009 - Present
212 Capital Group January 2010 - December 2014
Ameriprise Financial January 2006 - January 2010
Masters Capital Management January 1999 - December 2005
Andersen Consulting 1994 - 1999
Swimming Canada September 1984 - August 1994
Education
Haslam College of Business at the University of Tennessee 1992 — 1994
MACC, Masters in Accounting
University of Tennessee-Knoxville 1988 — 1992
MS, Accounting
Southwood Secondary School 1983 — 1988
Pavel Stefanov Pavel Stefanov's Ameriprise Financial Experience March 2008 - Present
Job Assistant Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial March 2008 - Present
Ameriprise Financial March 2008 - Present
Skills
Financial Planning, Mutual Funds, Investments, Asset Management, Portfolio Management, Tax, Financial Analysis, PowerPoint, Economics, Leadership, Retirement Planning, Risk Management, Contract Negotiation, Finance, Negotiation, Banking, Team Building
Education
The Johns Hopkins University - Carey Business School 2006 — 2009
MBA, Finance
Ikonomièeski universitet, Varna 1999 — 2003
BS, Marketing
Ameriprise Financial March 2008 - Present
Ameriprise Financial March 2008 - Present
Skills
Financial Planning, Mutual Funds, Investments, Asset Management, Portfolio Management, Tax, Financial Analysis, PowerPoint, Economics, Leadership, Retirement Planning, Risk Management, Contract Negotiation, Finance, Negotiation, Banking, Team Building
Education
The Johns Hopkins University - Carey Business School 2006 — 2009
MBA, Finance
Ikonomièeski universitet, Varna 1999 — 2003
BS, Marketing
Nigel Isaac Nigel Isaac's Ameriprise Financial Experience February 2007 - December 2008
Job IT Service Management Senior at Allianz Life
Industry Information Technology and Services
Experience
Allianz Life July 2014 - Present
Merrill Corporation October 2012 - June 2014
Allianz Life March 2009 - September 2012
Ameriprise Financial February 2007 - December 2008
Ameriprise Financial March 2006 - February 2007
Hamline University September 2001 - April 2005
Skills
Help Desk Support, Incident Management, ITIL, Software Documentation, Lotus Notes, Process Improvement, BMC Remedy, Team Leadership, Operating Systems, SCCM, Call Centers, Networking, Service Delivery, Leadership, Call Center, Cisco Call Manager, SQL, Integration, Knowledge Management, Business Objects, Active Directory, Visio
Education
Hamline University 2001 — 2005
Bachelor of Arts, Psychology, Political Science
Allianz Life July 2014 - Present
Merrill Corporation October 2012 - June 2014
Allianz Life March 2009 - September 2012
Ameriprise Financial February 2007 - December 2008
Ameriprise Financial March 2006 - February 2007
Hamline University September 2001 - April 2005
Skills
Help Desk Support, Incident Management, ITIL, Software Documentation, Lotus Notes, Process Improvement, BMC Remedy, Team Leadership, Operating Systems, SCCM, Call Centers, Networking, Service Delivery, Leadership, Call Center, Cisco Call Manager, SQL, Integration, Knowledge Management, Business Objects, Active Directory, Visio
Education
Hamline University 2001 — 2005
Bachelor of Arts, Psychology, Political Science
Bill Tomba's Ameriprise Financial Experience October 2007 - April 2008
Job MCIT Clinical Systems Solutions Development at NYU Langone Medical Center
Industry Information Technology and Services
Experience
NYU Langone Medical Center September 2013 - Present
Metropolitan Diagnostic Imaging Group November 2012 - September 2013
Health Management Solutions LLC November 2012 - September 2013
East River Medical Imaging, PC April 2010 - November 2012
Dell April 2009 - April 2010
Citigroup April 2009 - April 2010
JPMorgan January 2009 - April 2009
Bedford Computer Consulting April 2008 - August 2008
Ameriprise Financial October 2007 - April 2008
Cline Davis and Mann July 2006 - September 2007
Skills
Healthcare IT, PACS, DICOM, HL7, EHR, EMR, Cpr Certified, HIPAA, VNC, VMware, Hyper-V, EMC, MCSE, Microsoft Office, Active Directory, DOS, Windows, Windows Server, Windows Server 2003, Windows Server 2008, Windows 7, Virtualization, GE, Cabling, TCP/IP, WAN, LAN, Cisco, Web 2.0, Mac OS X, Encryption, iPhone, Blackberry Enterprise..., Blackberry, Citrix, Dell PowerEdge Servers, HP Proliant, Storage Area Networks, CCTV, Team Leadership, Logistics Management, Strategic Consulting, Critical Thinking, Vendor Management, Project Management, Troubleshooting, Problem Solving, Healthcare Information..., Security, Cisco Technologies
Education
Hofstra University 1995 — 2000
BBA, Business Computer Information Systems
NYU Langone Medical Center September 2013 - Present
Metropolitan Diagnostic Imaging Group November 2012 - September 2013
Health Management Solutions LLC November 2012 - September 2013
East River Medical Imaging, PC April 2010 - November 2012
Dell April 2009 - April 2010
Citigroup April 2009 - April 2010
JPMorgan January 2009 - April 2009
Bedford Computer Consulting April 2008 - August 2008
Ameriprise Financial October 2007 - April 2008
Cline Davis and Mann July 2006 - September 2007
Skills
Healthcare IT, PACS, DICOM, HL7, EHR, EMR, Cpr Certified, HIPAA, VNC, VMware, Hyper-V, EMC, MCSE, Microsoft Office, Active Directory, DOS, Windows, Windows Server, Windows Server 2003, Windows Server 2008, Windows 7, Virtualization, GE, Cabling, TCP/IP, WAN, LAN, Cisco, Web 2.0, Mac OS X, Encryption, iPhone, Blackberry Enterprise..., Blackberry, Citrix, Dell PowerEdge Servers, HP Proliant, Storage Area Networks, CCTV, Team Leadership, Logistics Management, Strategic Consulting, Critical Thinking, Vendor Management, Project Management, Troubleshooting, Problem Solving, Healthcare Information..., Security, Cisco Technologies
Education
Hofstra University 1995 — 2000
BBA, Business Computer Information Systems
David Cohen, CPA David Cohen, CPA's Ameriprise Financial Experience July 2008 - August 2008
Job AVP Analytics at Citi
Industry Financial Services
Experience
Citibank January 2014 - Present
Deloitte September 2011 - January 2014
Ameriprise Financial July 2008 - August 2008
Skills
Microsoft Excel, Financial Analysis, SQL, Microsoft Office, Accounting, Auditing, Financial Statements, Account Reconciliation, Valuation, Financial Reporting, Corporate Tax, Tax, Program Management, Financial Services, Data Analysis, Analytics, Finance
Education
The George Washington University 2007 — 2011
Bachelors, Cum Laude, Accountancy, Chinese Language and Literature
Hamilton College 2009 — 2009
Chinese Language and Literature
Citibank January 2014 - Present
Deloitte September 2011 - January 2014
Ameriprise Financial July 2008 - August 2008
Skills
Microsoft Excel, Financial Analysis, SQL, Microsoft Office, Accounting, Auditing, Financial Statements, Account Reconciliation, Valuation, Financial Reporting, Corporate Tax, Tax, Program Management, Financial Services, Data Analysis, Analytics, Finance
Education
The George Washington University 2007 — 2011
Bachelors, Cum Laude, Accountancy, Chinese Language and Literature
Hamilton College 2009 — 2009
Chinese Language and Literature
Tracey Domke Tracey Domke's Ameriprise Financial Experience January 2010 - August 2012
Job Vice President, Internal Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2014
Ameriprise Financial January 2010 - August 2012
Ameriprise Financial Services, Inc. 2007 - January 2010
Ameriprise Financial 2004 - 2007
Morey's Seafood International September 2002 - July 2004
Skills
Communications Planning, Strategic Communications, Corporate Communications, Internal Communications, Marketing Communications, Integrated Marketing, Crisis Communications, Public Relations, Strategy, Speech Writing, Media Relations, Content Management, Newsletters
Education
Gustavus Adolphus College 1998 — 2002
BA, Communications Studies, Business Management
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2014
Ameriprise Financial January 2010 - August 2012
Ameriprise Financial Services, Inc. 2007 - January 2010
Ameriprise Financial 2004 - 2007
Morey's Seafood International September 2002 - July 2004
Skills
Communications Planning, Strategic Communications, Corporate Communications, Internal Communications, Marketing Communications, Integrated Marketing, Crisis Communications, Public Relations, Strategy, Speech Writing, Media Relations, Content Management, Newsletters
Education
Gustavus Adolphus College 1998 — 2002
BA, Communications Studies, Business Management
Richard Agee Richard Agee's Ameriprise Financial Experience 2010 - 2010
Job Accounting Manager at MVP Group Int.
Industry Consumer Goods
Experience
MVP Group Int. January 2015 - Present
MVP Group Int. May 2014 - January 2015
MVP Group Int. March 2012 - May 2014
MVP Group Int. September 2011 - March 2012
Pepsi Beverages Company May 2011 - September 2011
Ameriprise Financial 2010 - 2010
Charlotte Medical Clinic January 2006 - December 2006
Skills
Product Development, Forecasting, Financial Analysis, Inventory Management, Accounting, Analysis, Public Speaking, Microsoft Excel, Access, Budgets, Customer Service, Leadership, Microsoft Office, Microsoft Word, PowerPoint
Education
High Point University 2009 — 2011
B.S., Accounting
Forsyth Technical Community College 2007 — 2009
Associates, Business Administration
MVP Group Int. January 2015 - Present
MVP Group Int. May 2014 - January 2015
MVP Group Int. March 2012 - May 2014
MVP Group Int. September 2011 - March 2012
Pepsi Beverages Company May 2011 - September 2011
Ameriprise Financial 2010 - 2010
Charlotte Medical Clinic January 2006 - December 2006
Skills
Product Development, Forecasting, Financial Analysis, Inventory Management, Accounting, Analysis, Public Speaking, Microsoft Excel, Access, Budgets, Customer Service, Leadership, Microsoft Office, Microsoft Word, PowerPoint
Education
High Point University 2009 — 2011
B.S., Accounting
Forsyth Technical Community College 2007 — 2009
Associates, Business Administration
Brent Randol Brent Randol's Ameriprise Financial Experience June 2010 - Present
Job Regional Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Investment Professionals, Inc. June 2009 - June 2010
Grubb & Ellis Securities June 2008 - March 2009
Citicorp Investment Services 2001 - 2007
CUNA Mutual Group October 1997 - June 2001
Liberty Securities October 1985 - November 1997
Skills
Series 7, Series 24, series 9 & 10, Series 63, Series 65, Series 53, California Insurance..., California Insurance...
Education
Humboldt State University 1979 — 1984
BS, Business Administration
Ameriprise Financial June 2010 - Present
Investment Professionals, Inc. June 2009 - June 2010
Grubb & Ellis Securities June 2008 - March 2009
Citicorp Investment Services 2001 - 2007
CUNA Mutual Group October 1997 - June 2001
Liberty Securities October 1985 - November 1997
Skills
Series 7, Series 24, series 9 & 10, Series 63, Series 65, Series 53, California Insurance..., California Insurance...
Education
Humboldt State University 1979 — 1984
BS, Business Administration
Jennifer (Aho) Boucher Jennifer (Aho) Boucher's Ameriprise Financial Experience 2004 - 2006
Job Senior Associate, Investor Relations at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management September 2014 - Present
Parametric January 2013 - September 2014
Jeffrey Slocum & Associates 2010 - January 2013
Jeffrey Slocum & Associates August 2006 - July 2010
Ameriprise Financial 2004 - 2006
Legal Research Center 2003 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Management, Investment Strategies, Hedge Funds, Mutual Funds, Series 7, Equities, Fixed Income, Financial Modeling, Wealth Management, Strategic Financial..., Equity Research, Investment Advisory, Capital Markets, Valuation, Asset Management, Derivatives, Financial Planning
Education
Hamline University 2008 — 2009
MBA
St. Olaf College 1999 — 2003
Bachelor's degree, Economics, Business Management
Black River Asset Management September 2014 - Present
Parametric January 2013 - September 2014
Jeffrey Slocum & Associates 2010 - January 2013
Jeffrey Slocum & Associates August 2006 - July 2010
Ameriprise Financial 2004 - 2006
Legal Research Center 2003 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Management, Investment Strategies, Hedge Funds, Mutual Funds, Series 7, Equities, Fixed Income, Financial Modeling, Wealth Management, Strategic Financial..., Equity Research, Investment Advisory, Capital Markets, Valuation, Asset Management, Derivatives, Financial Planning
Education
Hamline University 2008 — 2009
MBA
St. Olaf College 1999 — 2003
Bachelor's degree, Economics, Business Management
Alan Dakay's Ameriprise Financial Experience May 1988 - May 1996
Job President & COO at Miga Solutions
Industry Executive Office
Experience
Miga Solutions June 2009 - Present
Carol Corporation June 2007 - July 2008
Citi January 1997 - November 2006
Ameriprise Financial May 1988 - May 1996
Park Nicollet Health Services June 1986 - May 1988
General Mills June 1979 - May 1986
Skills
Marketing Strategy, Mergers, Leadership, Start-ups, Marketing, Market Research, Strategic Planning, Strategic Partnerships, New Business Development, Entrepreneurship, Healthcare, Product Development, Management, Integrated Marketing, Business Development, Executive Management, Strategy
Education
Harvard Business School 1977 — 1979
Miga Solutions June 2009 - Present
Carol Corporation June 2007 - July 2008
Citi January 1997 - November 2006
Ameriprise Financial May 1988 - May 1996
Park Nicollet Health Services June 1986 - May 1988
General Mills June 1979 - May 1986
Skills
Marketing Strategy, Mergers, Leadership, Start-ups, Marketing, Market Research, Strategic Planning, Strategic Partnerships, New Business Development, Entrepreneurship, Healthcare, Product Development, Management, Integrated Marketing, Business Development, Executive Management, Strategy
Education
Harvard Business School 1977 — 1979
Mary Komornicka Mary Komornicka's Ameriprise Financial Experience 1987 - 2001
Job ERISA Attorney
Industry Law Practice
Experience
Larkin Hoffman Daly & Lindgren 2007 - Present
Internations Foundation of Employee Benefit Plans 2000 - Present
Hamline University Law School August 2009 - December 2011
WNK Consulting January 2004 - August 2006
M&I Bank March 2002 - December 2004
Richfield Bank & Trust March 2001 - March 2002
American Express Financial Advisors April 1987 - March 2001
Ameriprise Financial 1987 - 2001
IDS Financial Services 1987 - 1994
Pako Corporation 1978 - 1982
Skills
Legal Research, Mediation, Litigation, Public Speaking, Corporate Law, Employment Law, Securities, Insurance, Corporate Governance, Westlaw, 401k, Strategic Planning, Strategic Financial..., Fundraising, Financial Services, Policy, Civil Litigation, Investment Advisory
Education
Hamline University School of Law 2005 — 2008
JD
University of Virginia 1973 — 1975
MA, Political Science
The University of Chicago 1969 — 1972
AB, Political Science
Lima Senior High, Lima Ohio 1965 — 1969
Larkin Hoffman Daly & Lindgren 2007 - Present
Internations Foundation of Employee Benefit Plans 2000 - Present
Hamline University Law School August 2009 - December 2011
WNK Consulting January 2004 - August 2006
M&I Bank March 2002 - December 2004
Richfield Bank & Trust March 2001 - March 2002
American Express Financial Advisors April 1987 - March 2001
Ameriprise Financial 1987 - 2001
IDS Financial Services 1987 - 1994
Pako Corporation 1978 - 1982
Skills
Legal Research, Mediation, Litigation, Public Speaking, Corporate Law, Employment Law, Securities, Insurance, Corporate Governance, Westlaw, 401k, Strategic Planning, Strategic Financial..., Fundraising, Financial Services, Policy, Civil Litigation, Investment Advisory
Education
Hamline University School of Law 2005 — 2008
JD
University of Virginia 1973 — 1975
MA, Political Science
The University of Chicago 1969 — 1972
AB, Political Science
Lima Senior High, Lima Ohio 1965 — 1969
Sarim Tirmizi's Ameriprise Financial Experience September 2007 - May 2008
Job Branch Office Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Edward Jones October 2012 - April 2014
Kyce Enterprises May 2012 - August 2012
TD Bank November 2009 - August 2010
UBS Financial Services September 2008 - November 2009
Citigroup September 2008 - October 2008
Sonic Automotive June 2008 - September 2008
Ameriprise Financial September 2007 - May 2008
British School Muscat August 2005 - June 2007
PSY - Tech (Under Young November 2005 - April 2006
Skills
Financial Analysis, Financial Planning, Communications Strategy, Microsoft Office, Attention To Detail, Asset Management, Credit Analysis, Portfolio Management, Budgeting, Finance, Banking, Management, Business Development, Mutual Funds, Accounting, Wealth Management, Analysis, Equities, Loans, Financial Risk, Marketing, Sales, Cash Flow, Customer Service, Financial Modeling, Risk Management, Investments, Corporate Finance, Account Management, Financial Reporting, Economics, Business Analysis, Small Business, Credit, Business Strategy, Relationship Management, Fixed Income, Cash Management, Data Analysis, Credit Risk, Financial Accounting, Business Planning, Asset Allocation, Budgets, Strategic Financial..., Leadership, Time Management, Strategic Planning, Strategy, CRM
Education
University of Houston-Victoria 2013 — 2015
Bachelor's, Finance and Financial Management Services
Houston Community College 2011 — 2011
Associates, Finance & Political Sciences
George Mason University - School of Business 2007 — 2011
Finance and Economics
The British School of Muscat 2005 — 2007
GCE Advanced Levels, Business and Economics
Karachi Grammar School 1992 — 2005
GCSE Ordinary Levels, Business and Information Technology
Edward Jones April 2014 - Present
Edward Jones October 2012 - April 2014
Kyce Enterprises May 2012 - August 2012
TD Bank November 2009 - August 2010
UBS Financial Services September 2008 - November 2009
Citigroup September 2008 - October 2008
Sonic Automotive June 2008 - September 2008
Ameriprise Financial September 2007 - May 2008
British School Muscat August 2005 - June 2007
PSY - Tech (Under Young November 2005 - April 2006
Skills
Financial Analysis, Financial Planning, Communications Strategy, Microsoft Office, Attention To Detail, Asset Management, Credit Analysis, Portfolio Management, Budgeting, Finance, Banking, Management, Business Development, Mutual Funds, Accounting, Wealth Management, Analysis, Equities, Loans, Financial Risk, Marketing, Sales, Cash Flow, Customer Service, Financial Modeling, Risk Management, Investments, Corporate Finance, Account Management, Financial Reporting, Economics, Business Analysis, Small Business, Credit, Business Strategy, Relationship Management, Fixed Income, Cash Management, Data Analysis, Credit Risk, Financial Accounting, Business Planning, Asset Allocation, Budgets, Strategic Financial..., Leadership, Time Management, Strategic Planning, Strategy, CRM
Education
University of Houston-Victoria 2013 — 2015
Bachelor's, Finance and Financial Management Services
Houston Community College 2011 — 2011
Associates, Finance & Political Sciences
George Mason University - School of Business 2007 — 2011
Finance and Economics
The British School of Muscat 2005 — 2007
GCE Advanced Levels, Business and Economics
Karachi Grammar School 1992 — 2005
GCSE Ordinary Levels, Business and Information Technology
kaha Chkheidze, CFP® kaha Chkheidze, CFP®'s Ameriprise Financial Experience December 2006 - January 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Mt. Diablo Private Wealth Advisors July 2014 - May 2015
Ameriprise Financial Services, Inc. January 2010 - June 2014
Ameriprise Financial December 2006 - January 2010
Express Scripts and TCF Bank September 2003 - December 2006
NDP -People's Party January 1991 - January 2001
Parliament of Republic of Georgia January 1997 - January 1999
Education
Minnesota State University, Mankato 2011 — 2012
Financial Planning and Services
Hamline University 2003 — 2006
Master’s Degree, Business Administration with Minor in Public Administration
Tbilisi State University 1999 — 2001
Bachelor’s Degree, Law
Georgian State University of Subtropical Agriculture 1989 — 1994
Ameriprise Financial Services, Inc. May 2015 - Present
Mt. Diablo Private Wealth Advisors July 2014 - May 2015
Ameriprise Financial Services, Inc. January 2010 - June 2014
Ameriprise Financial December 2006 - January 2010
Express Scripts and TCF Bank September 2003 - December 2006
NDP -People's Party January 1991 - January 2001
Parliament of Republic of Georgia January 1997 - January 1999
Education
Minnesota State University, Mankato 2011 — 2012
Financial Planning and Services
Hamline University 2003 — 2006
Master’s Degree, Business Administration with Minor in Public Administration
Tbilisi State University 1999 — 2001
Bachelor’s Degree, Law
Georgian State University of Subtropical Agriculture 1989 — 1994
Todd Krough Todd Krough's Ameriprise Financial Experience October 1987 - December 1989
Job Vice President, Financial Advisor
Industry Financial Services
Experience
Bernstein Private Wealth Management July 2014 - Present
Fidelity Investments December 1992 - July 2014
Wells Fargo Advisors January 1990 - December 1992
Ameriprise Financial October 1987 - December 1989
Education
Gustavus Adolphus College 1981 — 1985
Bachelor of Arts, Business Administration
Minnetonka High
Bernstein Private Wealth Management July 2014 - Present
Fidelity Investments December 1992 - July 2014
Wells Fargo Advisors January 1990 - December 1992
Ameriprise Financial October 1987 - December 1989
Education
Gustavus Adolphus College 1981 — 1985
Bachelor of Arts, Business Administration
Minnetonka High
Molly (Nemes) Hamer's Ameriprise Financial Experience March 2011 - October 2012
Job Marketing Communications Manager at EFS Advisors
Industry Financial Services
Experience
EFS Advisors August 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - August 2013
Ameriprise Financial March 2011 - October 2012
Integrated Equity Management, Inc. December 2002 - March 2011
Ion Technologies 2001 - 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Training, Coaching, Project Coordination, Team Leadership, Teamwork, Marketing, Social Media Marketing, Customer Service, Event Planning, Marketing Communications, Marketing Strategy, Leadership, Webinars, PowerPoint
Education
Gustavus Adolphus College 1997 — 2001
BA, Information Management
Lakeville High School
EFS Advisors August 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - August 2013
Ameriprise Financial March 2011 - October 2012
Integrated Equity Management, Inc. December 2002 - March 2011
Ion Technologies 2001 - 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Training, Coaching, Project Coordination, Team Leadership, Teamwork, Marketing, Social Media Marketing, Customer Service, Event Planning, Marketing Communications, Marketing Strategy, Leadership, Webinars, PowerPoint
Education
Gustavus Adolphus College 1997 — 2001
BA, Information Management
Lakeville High School
Frank Leslie Frank Leslie's Ameriprise Financial Experience May 2009 - October 2014
Job Financial Advisor at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors October 2014 - Present
Ameriprise Financial May 2009 - October 2014
Smith Barney April 2007 - May 2009
Education
William Mitchell College of Law 1980 — 1984
Juris Doctor
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts
Wells Fargo Advisors October 2014 - Present
Ameriprise Financial May 2009 - October 2014
Smith Barney April 2007 - May 2009
Education
William Mitchell College of Law 1980 — 1984
Juris Doctor
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts
Alexandra Moran Alexandra Moran's Ameriprise Financial Experience 2009 - Present
Job Branch Manager, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Purdue University Calumet 2011 - Present
Purdue University Calumet 2009 - Present
Taltree Arboretum and Gardens April 2012 - Present
Saint Xavier University 2011 - 2013
Housing Opportunities for Women April 2008 - July 2011
Fifth Third Securities 2006 - 2008
Merrill Lynch 2005 - 2006
Alderman Flores 2003 - 2005
Education
University of Illinois at Chicago 2001 — 2003
Masters
Hope College 1997 — 2001
Bachelors, Social Work
Ameriprise Financial 2009 - Present
Purdue University Calumet 2011 - Present
Purdue University Calumet 2009 - Present
Taltree Arboretum and Gardens April 2012 - Present
Saint Xavier University 2011 - 2013
Housing Opportunities for Women April 2008 - July 2011
Fifth Third Securities 2006 - 2008
Merrill Lynch 2005 - 2006
Alderman Flores 2003 - 2005
Education
University of Illinois at Chicago 2001 — 2003
Masters
Hope College 1997 — 2001
Bachelors, Social Work
Marco Strom's Ameriprise Financial Experience
Job Director Workforce Planning & Analytics at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial
Skills
Series 7, Strategic Financial..., Insurance, Process Improvement, Leadership, Strategic Planning, Financial Services, Financial Planning, Business Analysis, Financial Analysis, Financial Modeling
Education
Gustavus Adolphus College 1989 — 1993
Bachelor of Science, Economics
Ameriprise Financial
Skills
Series 7, Strategic Financial..., Insurance, Process Improvement, Leadership, Strategic Planning, Financial Services, Financial Planning, Business Analysis, Financial Analysis, Financial Modeling
Education
Gustavus Adolphus College 1989 — 1993
Bachelor of Science, Economics
Christine Nesseth, MBA Christine Nesseth, MBA's Ameriprise Financial Experience July 2011 - February 2012
Job Manager Executive Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Ameriprise Financial Services, Inc. December 2012 - January 2015
Ameriprise Financial Services, Inc. March 2012 - December 2012
Ameriprise Financial July 2011 - February 2012
Ameriprise Financial July 2010 - July 2011
Ameriprise Financial July 2009 - July 2010
Skills
Series 7, Series 63, Certificate in..., Team Leadership, Leading Development..., Team Building, Situational Leadership, Customer Service, Financial Reporting, Investment Banking, Microsoft Office, Microsoft Excel, Retail Banking, Sales, Client Representation, Management, MBA, Financial Services, Finance
Education
Hamline University 2011 — 2012
Master's of Business Administration
University of St. Thomas 2005 — 2009
Bachelor's degree, Spanish and Marketing
Ameriprise Financial Services, Inc. July 2009 - Present
Ameriprise Financial Services, Inc. December 2012 - January 2015
Ameriprise Financial Services, Inc. March 2012 - December 2012
Ameriprise Financial July 2011 - February 2012
Ameriprise Financial July 2010 - July 2011
Ameriprise Financial July 2009 - July 2010
Skills
Series 7, Series 63, Certificate in..., Team Leadership, Leading Development..., Team Building, Situational Leadership, Customer Service, Financial Reporting, Investment Banking, Microsoft Office, Microsoft Excel, Retail Banking, Sales, Client Representation, Management, MBA, Financial Services, Finance
Education
Hamline University 2011 — 2012
Master's of Business Administration
University of St. Thomas 2005 — 2009
Bachelor's degree, Spanish and Marketing
Dermel Franklin Dermel Franklin's Ameriprise Financial Experience January 2007 - May 2008
Job Financial Planning Specialist at Bump Financial Group, A private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - Present
Ameriprise Financial January 2007 - May 2008
Skills
Financial Planning, Asset Management, Insurance Planning, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Management, Asset Allocation, Investments, Series 7, Portfolio Management, Investment Advisory, Mutual Funds, Retirement, Financial Services
Education
Howard University 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial Services, Inc. September 2010 - Present
Ameriprise Financial January 2007 - May 2008
Skills
Financial Planning, Asset Management, Insurance Planning, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Management, Asset Allocation, Investments, Series 7, Portfolio Management, Investment Advisory, Mutual Funds, Retirement, Financial Services
Education
Howard University 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Nan Eserkaln Nan Eserkaln's Ameriprise Financial Experience July 2005 - October 2007
Job Product Manager Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Thrivent Financial for Lutherans October 2007 - December 2009
Ameriprise Financial July 2005 - October 2007
American Express April 2004 - July 2005
American Express Financial Advisors December 1996 - April 2004
Skills
Marketing, Strategy, Product Marketing, Leadership, Marketing Strategy, Training, Marketing Management, Program Management, Strategic Planning, Retirement Planning, Change Management, Strategic Partnerships, Strategic Financial..., Investments, Cross-functional Team..., Financial Services, Portfolio Management, Relationship Management, Budgets, Sales, Project Planning, Competitive Analysis, Series 7, Business Analysis, Product Management, Financial Advisory, Mutual Funds, Wealth Management
Education
University of Wisconsin-Madison 1986 — 1991
Bachelor of Arts, International Relations and Economics
Hamline University
Masters of Arts, Liberal Studies; Business and Leadership
Ameriprise Financial Services, Inc. January 2010 - Present
Thrivent Financial for Lutherans October 2007 - December 2009
Ameriprise Financial July 2005 - October 2007
American Express April 2004 - July 2005
American Express Financial Advisors December 1996 - April 2004
Skills
Marketing, Strategy, Product Marketing, Leadership, Marketing Strategy, Training, Marketing Management, Program Management, Strategic Planning, Retirement Planning, Change Management, Strategic Partnerships, Strategic Financial..., Investments, Cross-functional Team..., Financial Services, Portfolio Management, Relationship Management, Budgets, Sales, Project Planning, Competitive Analysis, Series 7, Business Analysis, Product Management, Financial Advisory, Mutual Funds, Wealth Management
Education
University of Wisconsin-Madison 1986 — 1991
Bachelor of Arts, International Relations and Economics
Hamline University
Masters of Arts, Liberal Studies; Business and Leadership
Besima Dolic Besima Dolic's Ameriprise Financial Experience June 2010 - October 2010
Job Online Content Manager at ClickROI
Industry Marketing and Advertising
Experience
ClickROI November 2012 - Present
Keiser University May 2011 - November 2012
Ameriprise Financial June 2010 - October 2010
US Bank July 2009 - June 2010
TCF Bank December 2005 - July 2009
Skills
Banking, Customer Service, Financial Analysis, Leadership, Finance, Management, Credit, Loans, Analysis, Microsoft Office, Social Media Marketing, Student Financial Aid, Web Content Management
Education
Hamline University 2005 — 2009
BA, History, Sociology
ClickROI November 2012 - Present
Keiser University May 2011 - November 2012
Ameriprise Financial June 2010 - October 2010
US Bank July 2009 - June 2010
TCF Bank December 2005 - July 2009
Skills
Banking, Customer Service, Financial Analysis, Leadership, Finance, Management, Credit, Loans, Analysis, Microsoft Office, Social Media Marketing, Student Financial Aid, Web Content Management
Education
Hamline University 2005 — 2009
BA, History, Sociology
Kristine Flaherty Kristine Flaherty's Ameriprise Financial Experience May 2010 - August 2010
Job Technical Analyst at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors July 2013 - September 2014
Federal Reserve Bank of Minneapolis December 2012 - July 2013
Wells Fargo Advisors May 2011 - February 2012
Delta Air Lines August 2010 - May 2011
Ameriprise Financial May 2010 - August 2010
Wells Fargo Advisors September 2005 - May 2010
MoneyGram International May 2005 - September 2005
Target June 2004 - May 2005
American Express June 1998 - June 2004
Skills
Software Quality..., SDLC, User Acceptance Testing, Agile Methodologies, Quality Center, Business Analysis, Quality Assurance, Testing, Requirements Analysis, SharePoint, Test Planning, Software Development, Visio, Vendor Management, Requirements Gathering, Data Warehousing, Software Documentation, MS Project
Education
Hamline University 1994 — 1998
BA, Physics & Mathematics
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors July 2013 - September 2014
Federal Reserve Bank of Minneapolis December 2012 - July 2013
Wells Fargo Advisors May 2011 - February 2012
Delta Air Lines August 2010 - May 2011
Ameriprise Financial May 2010 - August 2010
Wells Fargo Advisors September 2005 - May 2010
MoneyGram International May 2005 - September 2005
Target June 2004 - May 2005
American Express June 1998 - June 2004
Skills
Software Quality..., SDLC, User Acceptance Testing, Agile Methodologies, Quality Center, Business Analysis, Quality Assurance, Testing, Requirements Analysis, SharePoint, Test Planning, Software Development, Visio, Vendor Management, Requirements Gathering, Data Warehousing, Software Documentation, MS Project
Education
Hamline University 1994 — 1998
BA, Physics & Mathematics
Tina Enberg Tina Enberg's Ameriprise Financial Experience February 2000 - October 2008
Job Talent Management Consultant at Thrivent Financial
Industry Human Resources
Experience
Thrivent Financial December 2014 - Present
Securian Financial Group January 2010 - December 2014
Securian Financial Group January 2009 - January 2010
Discovery Toys, LLC September 2008 - December 2009
Ameriprise Financial February 2000 - October 2008
Ameriprise Financial Services, Inc. December 1998 - February 2000
Ameriprise Financial Services, Inc. February 1997 - December 1998
Advanced Flex Inc. May 1996 - February 1997
National Camera Exchange May 1994 - May 1996
Ritz Camera & Image June 1992 - September 1993
Skills
Recruiting, Human Resources, Succession Planning, Leadership, Coaching, Leadership Development, Sourcing, Vendor Management, Strategy, Personnel Management, Management, Applicant Tracking..., Program Management, Time Management, Onboarding, Talent Management, Performance Management, Employee Relations, Talent Acquisition, Selection, Personality Assessment, Organizational..., Industrial Psychology, Process Improvement, Relationship Management, Statistics, HRIS, HR Consulting, Strategic HR, Talent Pipelining, Corporate Strategy..., Strategic Vision, Strategic Planning, Strategic Partnerships, Fortune 500, HR Business Partner, Interviewing Skills, College Recruiting, Consulting, Organizational...
Education
Kansas State University 2003 — 2005
M.S., Industrial and Organizational Psychology
Hamline University 1993 — 1997
B.A., Sociology, Psychology
Thrivent Financial December 2014 - Present
Securian Financial Group January 2010 - December 2014
Securian Financial Group January 2009 - January 2010
Discovery Toys, LLC September 2008 - December 2009
Ameriprise Financial February 2000 - October 2008
Ameriprise Financial Services, Inc. December 1998 - February 2000
Ameriprise Financial Services, Inc. February 1997 - December 1998
Advanced Flex Inc. May 1996 - February 1997
National Camera Exchange May 1994 - May 1996
Ritz Camera & Image June 1992 - September 1993
Skills
Recruiting, Human Resources, Succession Planning, Leadership, Coaching, Leadership Development, Sourcing, Vendor Management, Strategy, Personnel Management, Management, Applicant Tracking..., Program Management, Time Management, Onboarding, Talent Management, Performance Management, Employee Relations, Talent Acquisition, Selection, Personality Assessment, Organizational..., Industrial Psychology, Process Improvement, Relationship Management, Statistics, HRIS, HR Consulting, Strategic HR, Talent Pipelining, Corporate Strategy..., Strategic Vision, Strategic Planning, Strategic Partnerships, Fortune 500, HR Business Partner, Interviewing Skills, College Recruiting, Consulting, Organizational...
Education
Kansas State University 2003 — 2005
M.S., Industrial and Organizational Psychology
Hamline University 1993 — 1997
B.A., Sociology, Psychology
Julie Stiens's Ameriprise Financial Experience 2005 - 2007
Job Project Manager at World One
Industry Market Research
Experience
World One September 2013 - Present
Beijing #2 Experimental Primary School September 2012 - June 2013
Morgan Stanley Smith Barney 2008 - 2012
E-Trade 2007 - 2008
Ameriprise Financial 2005 - 2007
Milliken and Company 2005 - 2005
Skills
PowerPoint, Teaching, Creative Problem Solving, Flexibility, Client Service Oriented, Microsoft Excel, Financial Services, Administrative Assistant, Microsoft Office, Microsoft Word, Insurance, Stock Trading, Mutual Funds, Series 7, Customer Service, Securities, Asset Allocation
Education
University of South Carolina Upstate 2003 — 2005
Bachelor of Science, Business Administration, 3.5
Hiwassee College 2001 — 2003
Associate of Science, Business Administration, 3.8
World One September 2013 - Present
Beijing #2 Experimental Primary School September 2012 - June 2013
Morgan Stanley Smith Barney 2008 - 2012
E-Trade 2007 - 2008
Ameriprise Financial 2005 - 2007
Milliken and Company 2005 - 2005
Skills
PowerPoint, Teaching, Creative Problem Solving, Flexibility, Client Service Oriented, Microsoft Excel, Financial Services, Administrative Assistant, Microsoft Office, Microsoft Word, Insurance, Stock Trading, Mutual Funds, Series 7, Customer Service, Securities, Asset Allocation
Education
University of South Carolina Upstate 2003 — 2005
Bachelor of Science, Business Administration, 3.5
Hiwassee College 2001 — 2003
Associate of Science, Business Administration, 3.8
Maria Paraschou Maria Paraschou's Ameriprise Financial Experience 2006 - 2006
Job 3M Company Legal Affairs
Industry Law Practice
Experience
3M March 2015 - Present
Law Office of Maria Paraschou March 2011 - March 2015
BAE Systems 2006 - 2011
Ameriprise Financial 2006 - 2006
Nwaneri & Associates, PLLC 2004 - 2006
Skills
Government Contracting, ITAR, Government Procurement, FAR, Non-disclosure..., Intellectual Property, Analysis, Export Controls, Defense Contracting, Earned Value Management, Aerospace, DoD, Security Clearance, Proposal Writing, Defense, Defence, Government, Program Management, Process Improvement
Education
Hamline University School of Law
Juris Doctor, Law
University of Minnesota-Twin Cities
BA, Political Science
3M March 2015 - Present
Law Office of Maria Paraschou March 2011 - March 2015
BAE Systems 2006 - 2011
Ameriprise Financial 2006 - 2006
Nwaneri & Associates, PLLC 2004 - 2006
Skills
Government Contracting, ITAR, Government Procurement, FAR, Non-disclosure..., Intellectual Property, Analysis, Export Controls, Defense Contracting, Earned Value Management, Aerospace, DoD, Security Clearance, Proposal Writing, Defense, Defence, Government, Program Management, Process Improvement
Education
Hamline University School of Law
Juris Doctor, Law
University of Minnesota-Twin Cities
BA, Political Science
Jason Ellison Jason Ellison's Ameriprise Financial Experience July 2006 - April 2007
Job Advertising Review Principal at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC October 2011 - Present
Foreside Financial Group, LLC October 2009 - October 2011
Guardian Investor Services June 2007 - February 2009
RS Investments June 2007 - February 2009
Ameriprise Financial July 2006 - April 2007
Chicago Investment Group June 2005 - August 2005
Skills
Series 7, Mutual Funds, Investments, Series 63, Securities, Retirement Planning, 401k, Strategic Financial..., Fixed Annuities, Insurance, Estate Planning, Marketing, Series 6, Asset Managment, Asset Allocation, Wealth Management, Retirement, Sales Management, Outlook, Investment Advisory, Finance, Asset Management, Separately Managed..., FINRA, Series 24, Variable Annuities, Hedge Funds, Sales, Life Insurance, Financial Planners, Alternative Investments, ETFs, Series 65, Financial Services, Investment Strategies, Investment Management, Uniform Combined State...
Education
Hobart and William Smith Colleges 2002 — 2006
Psychology, Behavioral and Personality
Black River High School 1998 — 2002
Foreside Financial Group, LLC October 2011 - Present
Foreside Financial Group, LLC October 2009 - October 2011
Guardian Investor Services June 2007 - February 2009
RS Investments June 2007 - February 2009
Ameriprise Financial July 2006 - April 2007
Chicago Investment Group June 2005 - August 2005
Skills
Series 7, Mutual Funds, Investments, Series 63, Securities, Retirement Planning, 401k, Strategic Financial..., Fixed Annuities, Insurance, Estate Planning, Marketing, Series 6, Asset Managment, Asset Allocation, Wealth Management, Retirement, Sales Management, Outlook, Investment Advisory, Finance, Asset Management, Separately Managed..., FINRA, Series 24, Variable Annuities, Hedge Funds, Sales, Life Insurance, Financial Planners, Alternative Investments, ETFs, Series 65, Financial Services, Investment Strategies, Investment Management, Uniform Combined State...
Education
Hobart and William Smith Colleges 2002 — 2006
Psychology, Behavioral and Personality
Black River High School 1998 — 2002
Desi F Gomes Desi F Gomes's Ameriprise Financial Experience February 2007 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial February 2007 - Present
Providence Health & Services 2006 - 2012
Morgan Stanley Dean Witter 1997 - 2007
Pima Medical Institute August 2000 - August 2002
Foggy Bottom Apothecary, Inc. March 1984 - May 1996
United States Army December 1970 - September 1972
Education
Howard University 1975 — 1977
BS Pharmacy
Massachusetts College of Pharmacy and Health Sciences 1972 — 1973
Relocated after Freshman year and completed BS in Pharmacy at Howard University in Washington, DC, Pharmacy, Pharmaceutical Sciences, and Administration
Ameriprise Financial February 2007 - Present
Providence Health & Services 2006 - 2012
Morgan Stanley Dean Witter 1997 - 2007
Pima Medical Institute August 2000 - August 2002
Foggy Bottom Apothecary, Inc. March 1984 - May 1996
United States Army December 1970 - September 1972
Education
Howard University 1975 — 1977
BS Pharmacy
Massachusetts College of Pharmacy and Health Sciences 1972 — 1973
Relocated after Freshman year and completed BS in Pharmacy at Howard University in Washington, DC, Pharmacy, Pharmaceutical Sciences, and Administration
Michael Dueber Michael Dueber's Ameriprise Financial Experience March 2005 - August 2007
Job Senior Business Analyst at 3M
Industry Information Technology and Services
Experience
3M January 2014 - Present
Dueber Consulting Inc May 1997 - Present
Ameriprise Financial Services, Inc. March 2012 - December 2013
Target May 2011 - February 2012
Target September 2010 - May 2011
Eureka Recycling November 2009 - August 2010
Rels May 2009 - August 2010
Citibank Mortgage August 2007 - March 2009
Ameriprise Financial March 2005 - August 2007
Ovations November 2004 - February 2005
Skills
Business Analysis, SDLC, Business Intelligence, CRM, Requirements Gathering, Program Management, Visio, Project Management, Leadership, Process Improvement, Management, Analysis, Software Development, SAP, Integration, Project Planning, Business Process, Software Project..., IT Strategy, Cross-functional Team..., Requirements Analysis, Salesforce.com, Software Documentation, IT Management, Agile Methodologies, Vendor Management
Education
Gustavus Adolphus College 1985 — 1989
BA, Mathematics
The College of St. Scholastica 2013 — 2015
Master of Business Administration (MBA), MBA - Change Leadership
Gustavus Adolphus College 1985 — 1989
BA, Mathematics, Computer Science
Albert-Ludwigs-Universität Freiburg im Breisgau 1987 — 1988
Semester abroad, German Studies
Hill-Murray High School 1981 — 1985
Maternity of Mary Grade School 1972 — 1981
3M January 2014 - Present
Dueber Consulting Inc May 1997 - Present
Ameriprise Financial Services, Inc. March 2012 - December 2013
Target May 2011 - February 2012
Target September 2010 - May 2011
Eureka Recycling November 2009 - August 2010
Rels May 2009 - August 2010
Citibank Mortgage August 2007 - March 2009
Ameriprise Financial March 2005 - August 2007
Ovations November 2004 - February 2005
Skills
Business Analysis, SDLC, Business Intelligence, CRM, Requirements Gathering, Program Management, Visio, Project Management, Leadership, Process Improvement, Management, Analysis, Software Development, SAP, Integration, Project Planning, Business Process, Software Project..., IT Strategy, Cross-functional Team..., Requirements Analysis, Salesforce.com, Software Documentation, IT Management, Agile Methodologies, Vendor Management
Education
Gustavus Adolphus College 1985 — 1989
BA, Mathematics
The College of St. Scholastica 2013 — 2015
Master of Business Administration (MBA), MBA - Change Leadership
Gustavus Adolphus College 1985 — 1989
BA, Mathematics, Computer Science
Albert-Ludwigs-Universität Freiburg im Breisgau 1987 — 1988
Semester abroad, German Studies
Hill-Murray High School 1981 — 1985
Maternity of Mary Grade School 1972 — 1981
Will Tippen Will Tippen's Ameriprise Financial Experience November 2004 - April 2006
Job APSCO, INC
Industry Wholesale
Experience
APSCO, INC November 2013 - Present
Salta Pipe Company July 2008 - October 2013
Cain, Watters & Associates April 2006 - June 2007
Ameriprise Financial November 2004 - April 2006
Southwestern Company May 2001 - August 2001
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Valuation, Finance, Portfolio Management, Financial Reporting, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Asset Managment, Due Diligence, Analysis, Mergers, Business Strategy, Insurance, Entrepreneurship, Sales, Strategic Planning, Contract Negotiation, Leadership, Marketing, Coaching, Management, Business Planning, Business Development, Mergers & Acquisitions, Start-ups, Strategy, Budgets, Executive Management, Small Business, Forecasting, Risk Management, Management Consulting, Financial Planning
Education
Acton MBA 2007 — 2008
MBA, Entrepreneurship
Hardin-Simmons University 1999 — 2003
BBA, International Business
Abilene High School 1995 — 1999
APSCO, INC November 2013 - Present
Salta Pipe Company July 2008 - October 2013
Cain, Watters & Associates April 2006 - June 2007
Ameriprise Financial November 2004 - April 2006
Southwestern Company May 2001 - August 2001
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Valuation, Finance, Portfolio Management, Financial Reporting, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Asset Managment, Due Diligence, Analysis, Mergers, Business Strategy, Insurance, Entrepreneurship, Sales, Strategic Planning, Contract Negotiation, Leadership, Marketing, Coaching, Management, Business Planning, Business Development, Mergers & Acquisitions, Start-ups, Strategy, Budgets, Executive Management, Small Business, Forecasting, Risk Management, Management Consulting, Financial Planning
Education
Acton MBA 2007 — 2008
MBA, Entrepreneurship
Hardin-Simmons University 1999 — 2003
BBA, International Business
Abilene High School 1995 — 1999
Joel Wenz's Ameriprise Financial Experience 2007 - Present
Job Owner at PixPro Media, LLC. and TPS Video Producer at MnDOT
Industry Motion Pictures and Film
Experience
MnDOT August 2010 - Present
PixPro Media February 2008 - Present
Ameriprise Financial 2007 - Present
Quad Cities Community Television September 2005 - May 2014
Comcast Spotlight March 2009 - September 2011
Perspective Films, Inc. July 2010 - December 2010
TN Marketing November 2009 - December 2010
Fox Sports Net April 2008 - December 2010
Showtime Networks February 2008 - December 2010
Hubbard Broadcasting June 2010 - August 2010
Skills
Video Production, Editing, Post Production, Television Production, Video Editing, After Effects, Final Cut Pro, Video, Photoshop, Motion Graphics, Television, Production, Shooting, DVD Studio Pro, Camera, Videography, Edius, Producing, Commercials, Premiere, Film, Broadcast, Music Videos, Creative Direction, Documentaries, Camera Operating, Avid, Film Production, Mac, Final Cut Studio, Photography, Cinematography, Entertainment, Sound, Non-linear Editing, Media Production, Multimedia, Avid Media Composer, Dvd
Education
Hennepin Technical College 2005 — 2007
AAS, Video Production
MnDOT August 2010 - Present
PixPro Media February 2008 - Present
Ameriprise Financial 2007 - Present
Quad Cities Community Television September 2005 - May 2014
Comcast Spotlight March 2009 - September 2011
Perspective Films, Inc. July 2010 - December 2010
TN Marketing November 2009 - December 2010
Fox Sports Net April 2008 - December 2010
Showtime Networks February 2008 - December 2010
Hubbard Broadcasting June 2010 - August 2010
Skills
Video Production, Editing, Post Production, Television Production, Video Editing, After Effects, Final Cut Pro, Video, Photoshop, Motion Graphics, Television, Production, Shooting, DVD Studio Pro, Camera, Videography, Edius, Producing, Commercials, Premiere, Film, Broadcast, Music Videos, Creative Direction, Documentaries, Camera Operating, Avid, Film Production, Mac, Final Cut Studio, Photography, Cinematography, Entertainment, Sound, Non-linear Editing, Media Production, Multimedia, Avid Media Composer, Dvd
Education
Hennepin Technical College 2005 — 2007
AAS, Video Production
Jeannine L. Strand, CFP®, CRPC®'s Ameriprise Financial Experience December 1998 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner | Chartered Retirement Planning CounselorSM
Industry Financial Services
Experience
Ameriprise Financial December 1998 - Present
Skills
Financial Planning
Education
Gustavus Adolphus College 1994 — 1998
Ameriprise Financial December 1998 - Present
Skills
Financial Planning
Education
Gustavus Adolphus College 1994 — 1998
Laura Christensen Laura Christensen's Ameriprise Financial Experience December 2010 - Present
Job Team Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
Thrivent Financial May 2009 - December 2010
McVay Youth Voice September 2006 - January 2009
Skills
Financial Services
Education
Hamline University 2006 — 2009
Bachelor of Arts (B.A.), Economics and Management
ACGC High School
Ameriprise Financial December 2010 - Present
Thrivent Financial May 2009 - December 2010
McVay Youth Voice September 2006 - January 2009
Skills
Financial Services
Education
Hamline University 2006 — 2009
Bachelor of Arts (B.A.), Economics and Management
ACGC High School
Derek Vinge Derek Vinge's Ameriprise Financial Experience November 2009 - August 2011
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - October 2012
Ameriprise Financial November 2009 - August 2011
LaCrosse Global Fund Services a division of Cargill September 2007 - May 2009
Education
Hamline University 2001 — 2005
BA, Economics
Blaine High School
Wayzata High School
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - October 2012
Ameriprise Financial November 2009 - August 2011
LaCrosse Global Fund Services a division of Cargill September 2007 - May 2009
Education
Hamline University 2001 — 2005
BA, Economics
Blaine High School
Wayzata High School
Ashley Soderholm Ashley Soderholm's Ameriprise Financial Experience February 2003 - July 2007
Job Proven Travel & Corporate Card Analyst | Helping Companies Translate Their Business Goals to Operational Reality
Industry Hospital & Health Care
Experience
Express Scripts March 2013 - Present
Express Scripts August 2007 - March 2013
Ameriprise Financial February 2003 - July 2007
Prostaff August 2002 - January 2003
Genesis Computers July 1999 - February 2002
Skills
Travel Management, Corporate Credit Card..., Program Management, Supplier Management, Program Implementation, Auditing, Process Improvement, Outlook, Microsoft Excel, Microsoft Word, Collections, Data Analysis, Data Entry, Analysis, Customer Service, Office Supplies..., Management, Training, Leadership, Team Building, Time Management, Vendor Management, PowerPoint, Administration
Education
Rasmussen College-Minnesota 2013 — 2016
Bachelor's degree
Hennepin Technical College 2000 — 2006
Associate of Arts and Sciences (AAS)
Thomas Jefferson H.S 1995 — 1999
High School Diploma
Express Scripts March 2013 - Present
Express Scripts August 2007 - March 2013
Ameriprise Financial February 2003 - July 2007
Prostaff August 2002 - January 2003
Genesis Computers July 1999 - February 2002
Skills
Travel Management, Corporate Credit Card..., Program Management, Supplier Management, Program Implementation, Auditing, Process Improvement, Outlook, Microsoft Excel, Microsoft Word, Collections, Data Analysis, Data Entry, Analysis, Customer Service, Office Supplies..., Management, Training, Leadership, Team Building, Time Management, Vendor Management, PowerPoint, Administration
Education
Rasmussen College-Minnesota 2013 — 2016
Bachelor's degree
Hennepin Technical College 2000 — 2006
Associate of Arts and Sciences (AAS)
Thomas Jefferson H.S 1995 — 1999
High School Diploma
Timothy Kutzer's Ameriprise Financial Experience April 2010 - February 2014
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial April 2010 - February 2014
Best Buy Co., Inc. June 2009 - April 2010
Best Buy Co., Inc. March 2007 - May 2009
Best Buy Co., Inc. November 2004 - February 2007
Accenture HR Services-Best Buy 2004 - 2005
Best Buy Co. July 2003 - November 2004
Best Buy Co., Inc. June 2002 - July 2003
Best Buy Co., Inc. June 2000 - May 2002
Skills
Recruitment Advertising, Strategic Sourcing, Recruitment Operations, Sourcing, Performance Management, Employee Relations, Employer Branding, Vendor Relations, Social Media, Offshore Outsourcing, Online Recruiting, Internet Recruiting, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Leadership, Temporary Placement, Personnel Management, Vendor Management, Executive Search, CRM, Strategy, Taleo
Education
Hamline University 1994 — 1996
B.A., Industrial Psychology
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial April 2010 - February 2014
Best Buy Co., Inc. June 2009 - April 2010
Best Buy Co., Inc. March 2007 - May 2009
Best Buy Co., Inc. November 2004 - February 2007
Accenture HR Services-Best Buy 2004 - 2005
Best Buy Co. July 2003 - November 2004
Best Buy Co., Inc. June 2002 - July 2003
Best Buy Co., Inc. June 2000 - May 2002
Skills
Recruitment Advertising, Strategic Sourcing, Recruitment Operations, Sourcing, Performance Management, Employee Relations, Employer Branding, Vendor Relations, Social Media, Offshore Outsourcing, Online Recruiting, Internet Recruiting, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Leadership, Temporary Placement, Personnel Management, Vendor Management, Executive Search, CRM, Strategy, Taleo
Education
Hamline University 1994 — 1996
B.A., Industrial Psychology
Brian Carle's Ameriprise Financial Experience February 2011 - August 2014
Job Sr. Tech BSA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial February 2011 - August 2014
Ajasa Technologies January 2009 - February 2011
Ameriprise Financial January 2009 - July 2010
Woodbury Financial Services September 2008 - December 2008
COD Consulting July 2007 - December 2008
The Hartford October 2006 - September 2008
NOVON Consulting October 2006 - July 2007
Ameriprise Financial (formerly American Express Financial Advisors) February 2002 - June 2006
Hartford Life April 2001 - February 2002
Skills
Series 6, Business Analysis, Financial Services, Project Management, Financial Advisory, Process Improvement, Life Insurance, Mutual Funds, Variable Annuities, Software Project..., Management, Requirements Gathering, User Acceptance Testing, Program Management, Requirements Analysis, Visio, Customer Service, SDLC, Vendor Management, Business Requirements, Testing
Education
Gustavus Adolphus College 1989 — 1993
B.A.
John A. Johnson High School 1985 — 1989
H.S. Diploma
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial February 2011 - August 2014
Ajasa Technologies January 2009 - February 2011
Ameriprise Financial January 2009 - July 2010
Woodbury Financial Services September 2008 - December 2008
COD Consulting July 2007 - December 2008
The Hartford October 2006 - September 2008
NOVON Consulting October 2006 - July 2007
Ameriprise Financial (formerly American Express Financial Advisors) February 2002 - June 2006
Hartford Life April 2001 - February 2002
Skills
Series 6, Business Analysis, Financial Services, Project Management, Financial Advisory, Process Improvement, Life Insurance, Mutual Funds, Variable Annuities, Software Project..., Management, Requirements Gathering, User Acceptance Testing, Program Management, Requirements Analysis, Visio, Customer Service, SDLC, Vendor Management, Business Requirements, Testing
Education
Gustavus Adolphus College 1989 — 1993
B.A.
John A. Johnson High School 1985 — 1989
H.S. Diploma
Jocelyn Bozivich's Ameriprise Financial Experience October 2001 - March 2004
Job
Industry Accounting
Experience
Ecolab August 2013 - Present
Ecolab July 2011 - July 2013
Ecolab April 2009 - June 2011
Ecolab June 2007 - April 2009
Medtronic August 2006 - June 2007
Medtronic July 2005 - August 2006
Medtronic March 2004 - July 2005
Ameriprise Financial October 2001 - March 2004
US Bancorp Piper Jaffray January 2000 - October 2001
M&T Bank 1999 - 2000
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA
Harvard University 1995 — 1999
AB
Ecolab August 2013 - Present
Ecolab July 2011 - July 2013
Ecolab April 2009 - June 2011
Ecolab June 2007 - April 2009
Medtronic August 2006 - June 2007
Medtronic July 2005 - August 2006
Medtronic March 2004 - July 2005
Ameriprise Financial October 2001 - March 2004
US Bancorp Piper Jaffray January 2000 - October 2001
M&T Bank 1999 - 2000
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA
Harvard University 1995 — 1999
AB
Tommie Pippin's Ameriprise Financial Experience April 2008 - August 2009
Job Disability Adjudicator at Georgia Vocational Rehabilitation Agency
Industry Hospital & Health Care
Experience
Georgia Vocational Rehabilitation Agency September 2010 - Present
Ameriprise Financial April 2008 - August 2009
Skills
Talent Acquisition, College Recruiting, Human Resources, Internet Recruiting, Talent Management, Employee Benefits, Sourcing, Workforce Planning, Training, Organizational..., Resume Writing
Education
Harvard University 1973 — 1977
Georgia Vocational Rehabilitation Agency September 2010 - Present
Ameriprise Financial April 2008 - August 2009
Skills
Talent Acquisition, College Recruiting, Human Resources, Internet Recruiting, Talent Management, Employee Benefits, Sourcing, Workforce Planning, Training, Organizational..., Resume Writing
Education
Harvard University 1973 — 1977
Julie Morton's Ameriprise Financial Experience June 2006 - January 2009
Job Consultant, Robert Half Management Services
Industry Financial Services
Experience
UnitedHealth Group March 2011 - May 2014
YWCA OF MINNEAPOLIS2009 - 2010 November 2009 - June 2010
Ameriprise Financial June 2006 - January 2009
Ameriprise Financial January 2001 - June 2006
Ameriprise Financial March 1997 - January 2000
Ameriprise Financial August 1984 - March 1997
Skills
Process Improvement, Change Management, Offshoring, Sarbanes-Oxley Act, Project Management, Leadership, Employee Engagement, Management, Start-ups, Business Process, Program Management, Accounting, Integration, Enterprise Software, Finance, Cross-functional Team..., PMO, Vendor Management, Budgets, Project Planning, Strategy
Education
University of Minnesota - Carlson School of Management 2000 — 2002
Executive MBA
Gustavus Adolphus College 1980 — 1984
BA, Accounting, Computer Science, Psychology
UnitedHealth Group March 2011 - May 2014
YWCA OF MINNEAPOLIS2009 - 2010 November 2009 - June 2010
Ameriprise Financial June 2006 - January 2009
Ameriprise Financial January 2001 - June 2006
Ameriprise Financial March 1997 - January 2000
Ameriprise Financial August 1984 - March 1997
Skills
Process Improvement, Change Management, Offshoring, Sarbanes-Oxley Act, Project Management, Leadership, Employee Engagement, Management, Start-ups, Business Process, Program Management, Accounting, Integration, Enterprise Software, Finance, Cross-functional Team..., PMO, Vendor Management, Budgets, Project Planning, Strategy
Education
University of Minnesota - Carlson School of Management 2000 — 2002
Executive MBA
Gustavus Adolphus College 1980 — 1984
BA, Accounting, Computer Science, Psychology
Aaron Ahlstrom, CFP ®'s Ameriprise Financial Experience November 2009 - November 2012
Job Divisional Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. November 2012 - Present
Ameriprise Financial November 2009 - November 2012
Ace Mortgage Funding January 2007 - October 2008
TCF National Bank January 2005 - January 2007
Skills
Credit Analysis, Banking, Sales, Customer Service, Recruiting, Training, Mortgage Lending, Credit, Business Development, Management, Loans, Marketing, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, Process Improvement, Series 7, Sourcing, Strategic Financial..., Insurance, Series 63, Mergers & Acquisitions, Retirement Planning
Education
Gustavus Adolphus College 2000 — 2004
Bachelor of Arts (BA), Financial Economics
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. November 2012 - Present
Ameriprise Financial November 2009 - November 2012
Ace Mortgage Funding January 2007 - October 2008
TCF National Bank January 2005 - January 2007
Skills
Credit Analysis, Banking, Sales, Customer Service, Recruiting, Training, Mortgage Lending, Credit, Business Development, Management, Loans, Marketing, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, Process Improvement, Series 7, Sourcing, Strategic Financial..., Insurance, Series 63, Mergers & Acquisitions, Retirement Planning
Education
Gustavus Adolphus College 2000 — 2004
Bachelor of Arts (BA), Financial Economics
Liana M Bauerle's Ameriprise Financial Experience September 2008 - Present
Job Assistant to Advisor/Office Manager
Industry Financial Services
Experience
Ameriprise Financial September 2008 - Present
Kontrax Consulting International July 2008 - September 2008
Penn State University August 2007 - 2008
Wilmington Trust Company February 2006 - June 2007
SEI Investments, Inc. March 2005 - May 2005
Herbal Body Care October 1998 - January 2005
Skills
Employee Benefits, Leadership, Series 7, Series 6, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Estate Planning, Wealth Management
Education
West Chester University of Pennsylvania 2002 — 2004
BS, Finance
Harcum College 1980 — 1983
Associate of Science (A.S.), Comparative and Laboratory Animal Medicine
Ameriprise Financial September 2008 - Present
Kontrax Consulting International July 2008 - September 2008
Penn State University August 2007 - 2008
Wilmington Trust Company February 2006 - June 2007
SEI Investments, Inc. March 2005 - May 2005
Herbal Body Care October 1998 - January 2005
Skills
Employee Benefits, Leadership, Series 7, Series 6, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Estate Planning, Wealth Management
Education
West Chester University of Pennsylvania 2002 — 2004
BS, Finance
Harcum College 1980 — 1983
Associate of Science (A.S.), Comparative and Laboratory Animal Medicine
Anita Catron's Ameriprise Financial Experience Trained volunteerJunior League of Salt Lake CityAugust 2005 - Present
Job Trained volunteer at Junior League of Salt Lake City
Industry Financial Services
Experience
Ameriprise Financial Trained volunteerJunior League of Salt Lake CityAugust 2005 - Present
Ameriprise Financial Services, Inc. 2004 - 2010
Pleiades Software 2004 - 2005
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 2000 - 2004
Education
Middlebury College 1960 — 1962
MA, Spanish Language and Literature
Hood College 1957 — 1961
Haddonfield Memorial High School
Ameriprise Financial Trained volunteerJunior League of Salt Lake CityAugust 2005 - Present
Ameriprise Financial Services, Inc. 2004 - 2010
Pleiades Software 2004 - 2005
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 2000 - 2004
Education
Middlebury College 1960 — 1962
MA, Spanish Language and Literature
Hood College 1957 — 1961
Haddonfield Memorial High School
Warren Wong's Ameriprise Financial Experience 2005 - 2005
Job Software Engineer
Industry Computer Software
Experience
Kosmos Systems AG 2014 - 2014
Parkside Lending 2010 - 2012
Federal Home Loan Bank of San Francisco 2008 - 2010
The Croner Company 2007 - 2007
Alliance Bancorp 2005 - 2007
Ameriprise Financial 2005 - 2005
Skills
JavaScript, Node.js, React, React Native, AngularJS, d3.js, jQuery, Backbone.js, MongoDB, PostgreSQL, Git, Test Automation, Data Analysis, R, Risk Management, Financial Modeling, Financial Analysis, Microsoft Excel, VBA, Structured Finance, Oracle PL/SQL..., Analysis, Finance, Databases, Banking, Analytics, Oracle, SQL
Education
University of California, Berkeley 2001 — 2004
BA, Ethnic Studies
Hack Reactor 2015 — 2015
National Taiwan Normal University 2012 — 2014
Chinese
Kosmos Systems AG 2014 - 2014
Parkside Lending 2010 - 2012
Federal Home Loan Bank of San Francisco 2008 - 2010
The Croner Company 2007 - 2007
Alliance Bancorp 2005 - 2007
Ameriprise Financial 2005 - 2005
Skills
JavaScript, Node.js, React, React Native, AngularJS, d3.js, jQuery, Backbone.js, MongoDB, PostgreSQL, Git, Test Automation, Data Analysis, R, Risk Management, Financial Modeling, Financial Analysis, Microsoft Excel, VBA, Structured Finance, Oracle PL/SQL..., Analysis, Finance, Databases, Banking, Analytics, Oracle, SQL
Education
University of California, Berkeley 2001 — 2004
BA, Ethnic Studies
Hack Reactor 2015 — 2015
National Taiwan Normal University 2012 — 2014
Chinese
Jay. Ozmun's Ameriprise Financial Experience February 2005 - September 2006
Job Manager, Infrastructure Support at Target
Industry Consumer Services
Experience
Target November 2012 - Present
Target December 2009 - November 2012
Target December 2008 - December 2009
Target Financial Services October 2007 - December 2008
Target Financial Services September 2006 - October 2007
Ameriprise Financial February 2005 - September 2006
Skills
Cross-functional Team..., Team Leadership, Vendor Management, Process Improvement, Business Analysis, Business Process..., Program Management, Leadership, Project Management, SDLC, Visio, Change Management, Project Portfolio..., Call Centers, Operations Management, Six Sigma, Integration, Team Building, Business Intelligence, Management
Education
Hamline University 1992 — 1996
Bachelor of Arts (BA), Business Management
Target November 2012 - Present
Target December 2009 - November 2012
Target December 2008 - December 2009
Target Financial Services October 2007 - December 2008
Target Financial Services September 2006 - October 2007
Ameriprise Financial February 2005 - September 2006
Skills
Cross-functional Team..., Team Leadership, Vendor Management, Process Improvement, Business Analysis, Business Process..., Program Management, Leadership, Project Management, SDLC, Visio, Change Management, Project Portfolio..., Call Centers, Operations Management, Six Sigma, Integration, Team Building, Business Intelligence, Management
Education
Hamline University 1992 — 1996
Bachelor of Arts (BA), Business Management
Teri Sele's Ameriprise Financial Experience February 2008 - August 2014
Job Digital Content Manager, Content Strategist, Copywriter, Editor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial February 2008 - August 2014
ShopNBC June 2005 - January 2008
Ink Slinger Copy January 2003 - June 2005
Target 2001 - 2002
Adaytum 1999 - 2000
Thompson West 1997 - 1999
Skills
Interactive Marketing, Content Strategy, Content Management, Web Content Management, Content Development, SEO copywriting, Digital Marketing, Copywriting, Social Media Marketing, Digital Strategy, Social Media, E-commerce, Editing, Web Design, Strategic Communications, Marketing
Education
University of Minnesota-Twin Cities 1999 — 2001
Bachelor of Arts, English/Writing Emphasis
Hamline University 1990 — 1992
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial February 2008 - August 2014
ShopNBC June 2005 - January 2008
Ink Slinger Copy January 2003 - June 2005
Target 2001 - 2002
Adaytum 1999 - 2000
Thompson West 1997 - 1999
Skills
Interactive Marketing, Content Strategy, Content Management, Web Content Management, Content Development, SEO copywriting, Digital Marketing, Copywriting, Social Media Marketing, Digital Strategy, Social Media, E-commerce, Editing, Web Design, Strategic Communications, Marketing
Education
University of Minnesota-Twin Cities 1999 — 2001
Bachelor of Arts, English/Writing Emphasis
Hamline University 1990 — 1992
David Bartsokas's Ameriprise Financial Experience May 2007 - August 2008
Job Senior Academic Training Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
VisionCor October 2010 - February 2011
Columbia College, St. Louis April 2010 - October 2010
Ameriprise Financial May 2007 - August 2008
Jefferson College August 2003 - May 2007
Schnuck Markets, Inc. June 2003 - May 2007
Colonial Mutual Funds April 1995 - July 1997
A.G. Edwards 1981 - 1989
Skills
Lotus Notes, Microsoft Office, Public Speaking, Training, Workshop Facilitation, Leadership Development, Coaching, Organizational..., Staff Development, Leadership, Performance Management, Customer Service, E-Learning, PowerPoint, Program Management, Strategic Planning, Team Building
Education
Illinois State University 1979 — 1980
Master of Science, Communication
Illinois State University 1975 — 1979
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Edward Jones April 2011 - Present
VisionCor October 2010 - February 2011
Columbia College, St. Louis April 2010 - October 2010
Ameriprise Financial May 2007 - August 2008
Jefferson College August 2003 - May 2007
Schnuck Markets, Inc. June 2003 - May 2007
Colonial Mutual Funds April 1995 - July 1997
A.G. Edwards 1981 - 1989
Skills
Lotus Notes, Microsoft Office, Public Speaking, Training, Workshop Facilitation, Leadership Development, Coaching, Organizational..., Staff Development, Leadership, Performance Management, Customer Service, E-Learning, PowerPoint, Program Management, Strategic Planning, Team Building
Education
Illinois State University 1979 — 1980
Master of Science, Communication
Illinois State University 1975 — 1979
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Gregory R. Feighan, CFP, CLU's Ameriprise Financial Experience September 2001 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 2001 - Present
Education
Hamilton College 1991 — 1995
BA, Government/Economics
Ameriprise Financial September 2001 - Present
Education
Hamilton College 1991 — 1995
BA, Government/Economics
Rueben Nilsson's Ameriprise Financial Experience February 2004 - February 2006
Job Cheesemaker & CoOwner at The Lone Grazer Creamery LLC
Industry Dairy
Experience
The Lone Grazer Creamery LLC February 2014 - Present
Faribault Dairy Company January 2007 - February 2014
Ameriprise Financial February 2004 - February 2006
Mentor Corporation October 1998 - December 2003
Skills
Food Industry, R&D, Dairy Products, Food Technology, Quality System, Sensory Evaluation, Cheese, Dairy, Food Manufacturing, Microsoft Excel, Cross-functional Team..., Food Safety, Marketing, Food Science, Packaging, Food Processing, Food Quality, GMP, Food, Ingredients, Microsoft Office, HACCP, Quality Assurance, Continuous Improvement
Education
University of Minnesota-Twin Cities 2004 — 2006
BS, Food Science
Gustavus Adolphus College 1994 — 1997
Biology
The Lone Grazer Creamery LLC February 2014 - Present
Faribault Dairy Company January 2007 - February 2014
Ameriprise Financial February 2004 - February 2006
Mentor Corporation October 1998 - December 2003
Skills
Food Industry, R&D, Dairy Products, Food Technology, Quality System, Sensory Evaluation, Cheese, Dairy, Food Manufacturing, Microsoft Excel, Cross-functional Team..., Food Safety, Marketing, Food Science, Packaging, Food Processing, Food Quality, GMP, Food, Ingredients, Microsoft Office, HACCP, Quality Assurance, Continuous Improvement
Education
University of Minnesota-Twin Cities 2004 — 2006
BS, Food Science
Gustavus Adolphus College 1994 — 1997
Biology
Paula M. Holland's Ameriprise Financial Experience 2003 - 2013
Job Lead Field Implementation Manager at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial 2003 - 2013
Ameriprise Financial Services, Inc. 1995 - 2003
Skills
Vendor Management, Process Improvement, Training, Instructional Design, Project Management, PeopleSoft, Business Process..., Strategic Planning, E-Learning, Needs Analysis, Instructor-led Training, Business Analysis, Change Management, Management, Technical Writing, ADDIE, Blended Learning, Onboarding, Training Delivery, Performance Management, Captivate, Project Delivery, Outsourcing, Consulting, Integration, Soft Skills, Distance Learning, Learning Management, Financial Services, Strategy, Visio
Education
University of St. Thomas 1998 — 2000
Training Design Certification, Training Design and Development
Hennepin Technical College 1991 — 1992
CNA/HHA Certification, CNA/HHA Program
Brooklyn Center High School 1981 — 1987
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial 2003 - 2013
Ameriprise Financial Services, Inc. 1995 - 2003
Skills
Vendor Management, Process Improvement, Training, Instructional Design, Project Management, PeopleSoft, Business Process..., Strategic Planning, E-Learning, Needs Analysis, Instructor-led Training, Business Analysis, Change Management, Management, Technical Writing, ADDIE, Blended Learning, Onboarding, Training Delivery, Performance Management, Captivate, Project Delivery, Outsourcing, Consulting, Integration, Soft Skills, Distance Learning, Learning Management, Financial Services, Strategy, Visio
Education
University of St. Thomas 1998 — 2000
Training Design Certification, Training Design and Development
Hennepin Technical College 1991 — 1992
CNA/HHA Certification, CNA/HHA Program
Brooklyn Center High School 1981 — 1987
Beth Savre, JD's Ameriprise Financial Experience December 2006 - April 2013
Job Director, Wealth Strategies at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. 1994 - Present
Ameriprise Financial Services, Inc. 1994 - Present
Savre Law Office October 1991 - Present
Ameriprise Financial December 2006 - April 2013
Ameriprise Financial 1994 - 2009
Skills
Financial Services, Wealth Management, Relationship Management, Strategic Financial..., Mutual Funds, Retirement Planning, Asset Allocation, Series 7, Investment Advisory, Retirement, Securities, 401k, Financial Advisory, Series 24, Financial Planning
Education
Hamline University School of Law 1988 — 1991
Hamline University 1983 — 1987
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. 1994 - Present
Ameriprise Financial Services, Inc. 1994 - Present
Savre Law Office October 1991 - Present
Ameriprise Financial December 2006 - April 2013
Ameriprise Financial 1994 - 2009
Skills
Financial Services, Wealth Management, Relationship Management, Strategic Financial..., Mutual Funds, Retirement Planning, Asset Allocation, Series 7, Investment Advisory, Retirement, Securities, 401k, Financial Advisory, Series 24, Financial Planning
Education
Hamline University School of Law 1988 — 1991
Hamline University 1983 — 1987
Eric Belsky's Ameriprise Financial Experience 2005 - 2008
Job Vice President at Citizens Bank
Industry Financial Services
Experience
Citizens Bank September 2013 - Present
Sovereign Bank September 2011 - September 2013
Principal Financial Group 2009 - August 2011
Merrill Lynch 2008 - 2009
Ameriprise Financial 2005 - 2008
Education
Hofstra University 2000 — 2005
BBA, Finance
Citizens Bank September 2013 - Present
Sovereign Bank September 2011 - September 2013
Principal Financial Group 2009 - August 2011
Merrill Lynch 2008 - 2009
Ameriprise Financial 2005 - 2008
Education
Hofstra University 2000 — 2005
BBA, Finance
Jeffrey Wenzel, ChFC®, MBA, CLU®, CFS®'s Ameriprise Financial Experience November 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial November 1993 - Present
Education
Hofstra University 1991 — 1993
Master of Business Administration, Finance
SUNY Albany 1985 — 1988
Bachelor of Arts Degree, Economics
Ameriprise Financial November 1993 - Present
Education
Hofstra University 1991 — 1993
Master of Business Administration, Finance
SUNY Albany 1985 — 1988
Bachelor of Arts Degree, Economics
Mark Nicholson's Ameriprise Financial Experience 2003 - 2005
Job Director of Finance at Globe Energy Services, LLC
Industry Oil & Energy
Experience
Globe Energy Services, LLC 2012 - Present
Southwest Securities 2009 - 2011
RBC Capital Markets 2005 - 2009
Ameriprise Financial 2003 - 2005
Duke Energy Corporation 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Investments, Risk Management, Portfolio Management, Financial Reporting, Strategic Financial..., Private Equity, Business Development, Business Strategy, Banking, Capital Markets, Investment Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Master of Business Administration
The University of Texas at Austin 2001 — 2003
Bachelor of Business Administration, Finance
Hardin-Simmons University 1999 — 2001
Finance and Economics
Globe Energy Services, LLC 2012 - Present
Southwest Securities 2009 - 2011
RBC Capital Markets 2005 - 2009
Ameriprise Financial 2003 - 2005
Duke Energy Corporation 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Investments, Risk Management, Portfolio Management, Financial Reporting, Strategic Financial..., Private Equity, Business Development, Business Strategy, Banking, Capital Markets, Investment Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Master of Business Administration
The University of Texas at Austin 2001 — 2003
Bachelor of Business Administration, Finance
Hardin-Simmons University 1999 — 2001
Finance and Economics
Cheryl Lehnherr's Ameriprise Financial Experience 2006 - Present
Job Sr. Project Manager at Ameriprise Financial, PMP Certified
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
American Express 2004 - 2006
American Express 1997 - 2004
The Prudential Assurance Co. Ltd. 1996 - 1997
Computer Sciences Corporation 1992 - 1996
Skills
Vendor Management, Business Analysis, Requirements Analysis, Financial Services, Budgets, Business Process..., Business Strategy, Enterprise Architecture, IT Strategy, Management, PMP, Process Improvement, Program Management, Project Delivery, Project Portfolio..., Requirements Gathering, Resource Management, Risk Management, SDLC, Software Development, Software Project...
Education
The University of Kansas 1990 — 1992
Masters, Mathematics
Gustavus Adolphus College 1985 — 1989
BA, Math
Ameriprise Financial 2006 - Present
American Express 2004 - 2006
American Express 1997 - 2004
The Prudential Assurance Co. Ltd. 1996 - 1997
Computer Sciences Corporation 1992 - 1996
Skills
Vendor Management, Business Analysis, Requirements Analysis, Financial Services, Budgets, Business Process..., Business Strategy, Enterprise Architecture, IT Strategy, Management, PMP, Process Improvement, Program Management, Project Delivery, Project Portfolio..., Requirements Gathering, Resource Management, Risk Management, SDLC, Software Development, Software Project...
Education
The University of Kansas 1990 — 1992
Masters, Mathematics
Gustavus Adolphus College 1985 — 1989
BA, Math
Ernest Hope's Ameriprise Financial Experience February 2006 - June 2007
Job Attorney
Industry Legal Services
Experience
CPA Global January 2011 - Present
CPA Global August 2009 - July 2010
Ameriprise Financial Services, Inc. August 2007 - December 2008
Ameriprise Financial February 2006 - June 2007
Thomson West May 2005 - September 2005
Skills
Westlaw, Trademarks, Legal Writing, Legal Research, Litigation, Contract Negotiation, Corporate Law, Research, Intellectual Property, Litigation Support, Legal Assistance, Document Review
Education
Hamline University School of Law 2001 — 2004
J.D.
CPA Global January 2011 - Present
CPA Global August 2009 - July 2010
Ameriprise Financial Services, Inc. August 2007 - December 2008
Ameriprise Financial February 2006 - June 2007
Thomson West May 2005 - September 2005
Skills
Westlaw, Trademarks, Legal Writing, Legal Research, Litigation, Contract Negotiation, Corporate Law, Research, Intellectual Property, Litigation Support, Legal Assistance, Document Review
Education
Hamline University School of Law 2001 — 2004
J.D.
Phil Case, CRPC®'s Ameriprise Financial Experience 2005 - 2013
Job Certified Customer Service Professional at 3M Health Care
Industry Financial Services
Experience
3M Health Care 2014 - Present
Ameriprise Financial 2005 - 2013
American Express 1999 - 2005
Oakland Athletics 1997 - 1997
Equifax Marketing Services 1990 - 1991
Skills
Series 7, FINRA, Retirement Planning, Series 63, Mutual Funds, Securities, Trading, Investments, Asset Allocation, CRPC, Financial Advisory, Retirement, Wealth Management, Finance, Uniform Combined State...
Education
The College of St. Scholastica 1987 — 1989
BA, History
Gustavus Adolphus College 1984 — 1987
Sports Management
Eveleth High School
Hermantown Elementary
3M Health Care 2014 - Present
Ameriprise Financial 2005 - 2013
American Express 1999 - 2005
Oakland Athletics 1997 - 1997
Equifax Marketing Services 1990 - 1991
Skills
Series 7, FINRA, Retirement Planning, Series 63, Mutual Funds, Securities, Trading, Investments, Asset Allocation, CRPC, Financial Advisory, Retirement, Wealth Management, Finance, Uniform Combined State...
Education
The College of St. Scholastica 1987 — 1989
BA, History
Gustavus Adolphus College 1984 — 1987
Sports Management
Eveleth High School
Hermantown Elementary
Jessica Colon's Ameriprise Financial Experience January 2011 - Present
Job Client Service Coordinator at Hamowy, Conigliaro & Associates
Industry Financial Services
Experience
Ameriprise Financial January 2011 - Present
Ferguson & Shamamian Architects January 2007 - August 2008
Skills
Social Media, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Social Networking, Marketing, Community Outreach
Education
Long Island University, Brooklyn Campus 2004 — 2008
Bachelor of Arts (BA), Psychology Magna Cum Laude
Hofstra University
Ameriprise Financial January 2011 - Present
Ferguson & Shamamian Architects January 2007 - August 2008
Skills
Social Media, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Social Networking, Marketing, Community Outreach
Education
Long Island University, Brooklyn Campus 2004 — 2008
Bachelor of Arts (BA), Psychology Magna Cum Laude
Hofstra University
Duwain Pinder's Ameriprise Financial Experience June 2009 - August 2009
Job MBA/MPP Candidate, Harvard Business School and Harvard Kennedy School of Government
Industry Education Management
Experience
Bellwether Education Partners June 2015 - August 2015
Teach For America March 2013 - August 2014
Teach for America April 2012 - February 2013
McKinsey & Company July 2010 - March 2012
Ameriprise Financial June 2009 - August 2009
Huntington National Bank May 2008 - August 2008
Huntington National Bank May 2007 - August 2007
Education
Harvard Business School 2014 — 2017
Master of Business Administration
Harvard University, John F. Kennedy School of Government 2014 — 2017
Master of Public Policy
Weatherhead School of Management at Case Western Reserve University 2006 — 2010
B.S., Management, Banking & Finance, Economics
Bellwether Education Partners June 2015 - August 2015
Teach For America March 2013 - August 2014
Teach for America April 2012 - February 2013
McKinsey & Company July 2010 - March 2012
Ameriprise Financial June 2009 - August 2009
Huntington National Bank May 2008 - August 2008
Huntington National Bank May 2007 - August 2007
Education
Harvard Business School 2014 — 2017
Master of Business Administration
Harvard University, John F. Kennedy School of Government 2014 — 2017
Master of Public Policy
Weatherhead School of Management at Case Western Reserve University 2006 — 2010
B.S., Management, Banking & Finance, Economics
Drew Costello's Ameriprise Financial Experience May 2007 - May 2008
Job Cost Accounting Manager at JDSU
Industry Telecommunications
Experience
JDSU September 2014 - Present
JDSU February 2012 - September 2014
Medifast, Inc November 2010 - February 2012
Emerson Power Transmission June 2008 - November 2010
Ameriprise Financial May 2007 - May 2008
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Accounting, General Ledger, Variance Analysis, Internal Controls, Cost Accounting, US GAAP, Revenue Recognition, Managerial Finance, Financial Accounting, Account Reconciliation, Accounts Payable, Financial Modeling, Budgets, GAAP, Oracle Applications, Oracle SQL Developer, Oracle Discoverer, Inventory Valuation, E&O, M&A experience, Navision, Microsoft Excel, Microsoft Office, Contract Manufacturing, Standard Costs, Outsourcing, Inventory Analysis, Corporate Finance
Education
Towson University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Baltimore 2006 — 2008
Bachelor's degree, Accounting and Finance, 3.7
Howard Community College 2004 — 2006
Associate's degree, Business Technology
Hargrave Military Academy
High School
JDSU September 2014 - Present
JDSU February 2012 - September 2014
Medifast, Inc November 2010 - February 2012
Emerson Power Transmission June 2008 - November 2010
Ameriprise Financial May 2007 - May 2008
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Accounting, General Ledger, Variance Analysis, Internal Controls, Cost Accounting, US GAAP, Revenue Recognition, Managerial Finance, Financial Accounting, Account Reconciliation, Accounts Payable, Financial Modeling, Budgets, GAAP, Oracle Applications, Oracle SQL Developer, Oracle Discoverer, Inventory Valuation, E&O, M&A experience, Navision, Microsoft Excel, Microsoft Office, Contract Manufacturing, Standard Costs, Outsourcing, Inventory Analysis, Corporate Finance
Education
Towson University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Baltimore 2006 — 2008
Bachelor's degree, Accounting and Finance, 3.7
Howard Community College 2004 — 2006
Associate's degree, Business Technology
Hargrave Military Academy
High School
Brian Godfrey's Ameriprise Financial Experience 2007 - 2009
Job Executive Education Program Developer, University of St. Thomas
Industry Education Management
Experience
University of St. Thomas July 2010 - Present
Ameriprise Financial 2007 - 2009
Ameriprise Financial 2000 - 2007
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1998 - 1999
Skills
Leadership, Customer Service, Training, Program Development, Leadership Development, Staff Development, Instructional Design, Microsoft Office, Adult Education, Community Outreach, Higher Education, Organizational..., E-Learning, Career Counseling, Workshop Facilitation, Career Development, Nonprofits, Team Building, Mentoring
Education
University of Minnesota-Twin Cities 2009 — 2010
M.Ed., Business Education
Gustavus Adolphus College 1980 — 1984
BA
University of St. Thomas
MBA
University of St. Thomas July 2010 - Present
Ameriprise Financial 2007 - 2009
Ameriprise Financial 2000 - 2007
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1998 - 1999
Skills
Leadership, Customer Service, Training, Program Development, Leadership Development, Staff Development, Instructional Design, Microsoft Office, Adult Education, Community Outreach, Higher Education, Organizational..., E-Learning, Career Counseling, Workshop Facilitation, Career Development, Nonprofits, Team Building, Mentoring
Education
University of Minnesota-Twin Cities 2009 — 2010
M.Ed., Business Education
Gustavus Adolphus College 1980 — 1984
BA
University of St. Thomas
MBA
Keyonta Brown's Ameriprise Financial Experience September 2008 - April 2009
Job Inspire, motivate, and lead employees to results.
Industry Retail
Experience
Bank of America May 2011 - March 2012
SPAR Marketing May 2010 - January 2011
Pen Boutique January 2009 - January 2011
Ameriprise Financial September 2008 - April 2009
Sales Associates January 1999 - January 2008
Skills
Policy/program..., Staff..., Report generation and..., Work and manage across..., Able to persuade others..., Risk management..., Client account..., Customer Service, Marketing, Sales, Analysis, Process Improvement, Customer Satisfaction, Account Management, Banking, Team Building, Retail, Persuasiveness, Risk Management, Leadership Development, Credit, Public Speaking, Training, Leadership, Coaching, Management, Performance Management, Strategic Planning
Education
Howard Community College
Associate of Arts and Sciences (AAS), Business Management
Sherwood High School
Bank of America May 2011 - March 2012
SPAR Marketing May 2010 - January 2011
Pen Boutique January 2009 - January 2011
Ameriprise Financial September 2008 - April 2009
Sales Associates January 1999 - January 2008
Skills
Policy/program..., Staff..., Report generation and..., Work and manage across..., Able to persuade others..., Risk management..., Client account..., Customer Service, Marketing, Sales, Analysis, Process Improvement, Customer Satisfaction, Account Management, Banking, Team Building, Retail, Persuasiveness, Risk Management, Leadership Development, Credit, Public Speaking, Training, Leadership, Coaching, Management, Performance Management, Strategic Planning
Education
Howard Community College
Associate of Arts and Sciences (AAS), Business Management
Sherwood High School
Tom Chirhart's Ameriprise Financial Experience January 2011 - Present
Job Manager, Recruiting and Practice Acquisitions
Industry Financial Services
Experience
Ameriprise Financial January 2011 - Present
Education
St. Cloud State University 1996 — 1999
BS, Political Science
Hamline University
Ameriprise Financial January 2011 - Present
Education
St. Cloud State University 1996 — 1999
BS, Political Science
Hamline University
Jim Linneman's Ameriprise Financial Experience July 2008 - January 2010
Job Senior Portfolio Analyst Corporate Bonds, CDX, & Currency at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC April 2015 - Present
ProShare Advisors LLC February 2014 - April 2015
ProShare Advisors, LLC April 2012 - February 2014
Ipreo February 2010 - April 2012
Ameriprise Financial July 2008 - January 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investments, Capital Markets, Alternative Investments, Equities, Fixed Income, Portfolio Management, Equity Research, Bloomberg Terminal, Mutual Funds, Strategic Financial..., ETFs
Education
Hofstra University 2006 — 2008
BBA, Finance
State University of New York College at Geneseo 2002 — 2006
Business Administration
ProShare Advisors LLC April 2015 - Present
ProShare Advisors LLC February 2014 - April 2015
ProShare Advisors, LLC April 2012 - February 2014
Ipreo February 2010 - April 2012
Ameriprise Financial July 2008 - January 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investments, Capital Markets, Alternative Investments, Equities, Fixed Income, Portfolio Management, Equity Research, Bloomberg Terminal, Mutual Funds, Strategic Financial..., ETFs
Education
Hofstra University 2006 — 2008
BBA, Finance
State University of New York College at Geneseo 2002 — 2006
Business Administration
Jack Cates's Ameriprise Financial Experience October 2006 - February 2008
Job Underwriter at Bank of America
Industry Financial Services
Experience
Citizens Bank June 2015 - Present
Bank of America February 2011 - Present
Bank of America May 2010 - February 2011
Bank of America April 2009 - May 2010
Genworth Financial February 2008 - April 2009
Ameriprise Financial October 2006 - February 2008
Skills
Investments, Mortgage Lending, Finance, Management, Financial Services, Sales, Financial Advisory, Relationship Management, Retirement, Retail, Loans, Credit Analysis, Internal Audit, Portfolio Management, Series 7, Social Media, Banking, Credit, Loan Origination
Education
New York University 2015 — 2017
Master's Degree in Real Estate Finance
Hampden-Sydney College 2002 — 2006
BA, History
Universite de Paris - Sorbonne 2005 — 2005
French Language
Citizens Bank June 2015 - Present
Bank of America February 2011 - Present
Bank of America May 2010 - February 2011
Bank of America April 2009 - May 2010
Genworth Financial February 2008 - April 2009
Ameriprise Financial October 2006 - February 2008
Skills
Investments, Mortgage Lending, Finance, Management, Financial Services, Sales, Financial Advisory, Relationship Management, Retirement, Retail, Loans, Credit Analysis, Internal Audit, Portfolio Management, Series 7, Social Media, Banking, Credit, Loan Origination
Education
New York University 2015 — 2017
Master's Degree in Real Estate Finance
Hampden-Sydney College 2002 — 2006
BA, History
Universite de Paris - Sorbonne 2005 — 2005
French Language
Debra Rizk's Ameriprise Financial Experience October 1999 - March 2005
Job ZeroRizk Technologies, LLC
Industry Internet
Experience
ZeroRizk Technologies, LLC June 2012 - Present
Compass Media Solutions, LLC September 2013 - January 2015
VidStreamz February 2013 - February 2014
Independant Business Owner October 2008 - August 2012
Ameriprise Financial October 1999 - March 2005
St. Paul Companies/Met Life/Traveler's August 1996 - October 1999
Green Tree Servicing April 1994 - August 1996
Skills
Leadership Development, Team Building, Small Business, Marketing, Customer Service, Leadership, Strategic Planning, Social Media, Insurance, Management, Process Improvement, Securities, Web Design, Mobile Web Design, E-commerce SEO, Facebook Marketing, New Business Development, Google Analytics, Licensing, Project Management, Microsoft Word, Website Development, PowerPoint, Outsourcing, Building Relationships, Online Marketing, Microsoft Excel, Vendor Management, Event Planning, Account Management, Coaching, Mergers, Sales, Social Networking, Public Speaking, Marketing Strategy, Contract Negotiation
Education
Hamline University 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Communications
Inver Hills Community College 1990 — 1991
AA, Paralegal/General
ZeroRizk Technologies, LLC June 2012 - Present
Compass Media Solutions, LLC September 2013 - January 2015
VidStreamz February 2013 - February 2014
Independant Business Owner October 2008 - August 2012
Ameriprise Financial October 1999 - March 2005
St. Paul Companies/Met Life/Traveler's August 1996 - October 1999
Green Tree Servicing April 1994 - August 1996
Skills
Leadership Development, Team Building, Small Business, Marketing, Customer Service, Leadership, Strategic Planning, Social Media, Insurance, Management, Process Improvement, Securities, Web Design, Mobile Web Design, E-commerce SEO, Facebook Marketing, New Business Development, Google Analytics, Licensing, Project Management, Microsoft Word, Website Development, PowerPoint, Outsourcing, Building Relationships, Online Marketing, Microsoft Excel, Vendor Management, Event Planning, Account Management, Coaching, Mergers, Sales, Social Networking, Public Speaking, Marketing Strategy, Contract Negotiation
Education
Hamline University 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Communications
Inver Hills Community College 1990 — 1991
AA, Paralegal/General
Sara Faust's Ameriprise Financial Experience February 2000 - Present
Job Director Training at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2000 - Present
Education
University of St. Thomas - Opus College of Business 2002 — 2004
MBA
Gustavus Adolphus College 1995 — 1999
BA, Management, Health Fitness
Ameriprise Financial February 2000 - Present
Education
University of St. Thomas - Opus College of Business 2002 — 2004
MBA
Gustavus Adolphus College 1995 — 1999
BA, Management, Health Fitness
David Maxfield's Ameriprise Financial Experience 2000 - 2006
Job WFA Regional Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
Wells Fargo Shareowner Services June 2012 - November 2012
Brokerage, Insurance, Financial, Contact Center, and Compliance Companies November 2011 - November 2012
Wells Fargo Advisors, LLC 2006 - October 2011
Ameriprise Financial 2000 - 2006
Royal Alliance Associates INC 1998 - 2000
Allstate Insurance Company 1989 - 1998
Skills
Series 7, Series 63, series 9, series 10, Microsoft Office, PeopleSoft, BETA, Monte Carlo Simulation, Brokerage, Annuities, Insurance, PowerPoint, Training & Development, Change Management, Project Planning, Writing, Public Speaking, Six Sigma, Business Analysis, SME, Agile, Retirement Planning, Excel, Word, Access, Crystal Reports, ThomsonOne, MS Project, Visio, Sungard GMI, Variable Annuities, Fixed Annuities, Series 66, Life & Health Insurance...
Education
Illinois State University
BS, Economics, Speech Communications (Communication Studies), Philosophy
Wells Fargo Advisors, LLC November 2012 - Present
Wells Fargo Shareowner Services June 2012 - November 2012
Brokerage, Insurance, Financial, Contact Center, and Compliance Companies November 2011 - November 2012
Wells Fargo Advisors, LLC 2006 - October 2011
Ameriprise Financial 2000 - 2006
Royal Alliance Associates INC 1998 - 2000
Allstate Insurance Company 1989 - 1998
Skills
Series 7, Series 63, series 9, series 10, Microsoft Office, PeopleSoft, BETA, Monte Carlo Simulation, Brokerage, Annuities, Insurance, PowerPoint, Training & Development, Change Management, Project Planning, Writing, Public Speaking, Six Sigma, Business Analysis, SME, Agile, Retirement Planning, Excel, Word, Access, Crystal Reports, ThomsonOne, MS Project, Visio, Sungard GMI, Variable Annuities, Fixed Annuities, Series 66, Life & Health Insurance...
Education
Illinois State University
BS, Economics, Speech Communications (Communication Studies), Philosophy
Craig Jarvinen's Ameriprise Financial Experience September 1988 - April 2010
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial September 1988 - April 2010
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Financial Advisory, Retirement, Investments, Public Speaking, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Leadership, Strategic Planning, Program Management, Team Building
Education
Hamline University 1984 — 1988
BA, Business Management/Computer Science
Ameriprise Financial September 1988 - April 2010
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Financial Advisory, Retirement, Investments, Public Speaking, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Leadership, Strategic Planning, Program Management, Team Building
Education
Hamline University 1984 — 1988
BA, Business Management/Computer Science
Dean Lambrecht's Ameriprise Financial Experience October 1999 - March 2014
Job Judicial Law Clerk to the Honorable Joseph T. Carter at State of Minnesota; Dakota County
Industry Legal Services
Experience
State of Minnesota April 2015 - Present
State of Minnesota April 2015 - Present
Ramsey County Public Defenders Office September 2014 - April 2015
Astute Legal Concierge May 2014 - April 2015
Skinner and Associates May 2014 - April 2015
State of Minnesota - 4th Judicial District August 2014 - December 2014
State of Minnesota - 4th Judicial District June 2014 - August 2014
The Law Offices of Sara M.G. Rojas, PLLC January 2014 - May 2014
Ameriprise Financial October 1999 - March 2014
Skills
Financial Services, Securities, Strategic Financial..., Insurance, Mutual Funds, Estate Planning, Retirement Planning, Investments, Craft Beer, Series 7, Analysis, Team Leadership, Wealth Management, FINRA, Litigation, Six Sigma, Westlaw, Legal Writing, Legal Research, Risk Management, Retirement, Legal Compliance, Investment Advisory, Criminal Law
Education
Hamline University School of Law 2010 — 2014
Juris Doctor (J.D.), Law
Hamline University School of Law 2010 — 2014
J.D., Law
State of Minnesota April 2015 - Present
State of Minnesota April 2015 - Present
Ramsey County Public Defenders Office September 2014 - April 2015
Astute Legal Concierge May 2014 - April 2015
Skinner and Associates May 2014 - April 2015
State of Minnesota - 4th Judicial District August 2014 - December 2014
State of Minnesota - 4th Judicial District June 2014 - August 2014
The Law Offices of Sara M.G. Rojas, PLLC January 2014 - May 2014
Ameriprise Financial October 1999 - March 2014
Skills
Financial Services, Securities, Strategic Financial..., Insurance, Mutual Funds, Estate Planning, Retirement Planning, Investments, Craft Beer, Series 7, Analysis, Team Leadership, Wealth Management, FINRA, Litigation, Six Sigma, Westlaw, Legal Writing, Legal Research, Risk Management, Retirement, Legal Compliance, Investment Advisory, Criminal Law
Education
Hamline University School of Law 2010 — 2014
Juris Doctor (J.D.), Law
Hamline University School of Law 2010 — 2014
J.D., Law
Nandalal Lutchmansingh's Ameriprise Financial Experience 2006 - 2007
Job SeniorLevel Marketing and Client Services Executive
Industry Marketing and Advertising
Experience
Consultant 2010 - Present
Prime Medica 2007 - 2010
Ameriprise Financial 2006 - 2007
Schering Plough 2005 - 2006
Health Science Communications 1994 - 2005
Skills
Strategic Planning, Marketing Strategy, New Business Development, Cross-functional Team..., Marketing Communications, Life Cycle Assessment, Customer Segmentation..., Marketing Management, Market Research, Advertising, Account Management, Project Management, Integrated Marketing, Financial Analysis, Airline Management, IT Strategy, Digital Marketing, Medical Education, Healthcare, CME, Publication Planning, Biotechnology, Interactive Marketing, Oncology, Infectious Diseases, Leadership, Diabetes
Education
Leonard N. Stern School of Business, New York University 2000 — 2004
MBA, Double Major - Economics and Finance
Harvard University 1990 — 1994
BA, Biology
Consultant 2010 - Present
Prime Medica 2007 - 2010
Ameriprise Financial 2006 - 2007
Schering Plough 2005 - 2006
Health Science Communications 1994 - 2005
Skills
Strategic Planning, Marketing Strategy, New Business Development, Cross-functional Team..., Marketing Communications, Life Cycle Assessment, Customer Segmentation..., Marketing Management, Market Research, Advertising, Account Management, Project Management, Integrated Marketing, Financial Analysis, Airline Management, IT Strategy, Digital Marketing, Medical Education, Healthcare, CME, Publication Planning, Biotechnology, Interactive Marketing, Oncology, Infectious Diseases, Leadership, Diabetes
Education
Leonard N. Stern School of Business, New York University 2000 — 2004
MBA, Double Major - Economics and Finance
Harvard University 1990 — 1994
BA, Biology
David Suddarth's Ameriprise Financial Experience September 2000 - September 2006
Job Business Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management April 2014 - Present
Columbia Management September 2006 - April 2014
Ameriprise Financial September 2000 - September 2006
Ameriprise Financial October 1996 - September 2000
Skills
Research, Analysis, Public Speaking, Training, Microsoft Office, Microsoft Word, Account Reconciliation, Financial Reporting, Financial Analysis, Customer Service, Business Analysis, Mutual Funds, Editing, Management, Instructor-led Training, Fund Accounting, Databases, Administration, Process Improvement
Education
Hamline University 2001 — 2002
Certificate, Teaching English as a Foreign Language
Truman State University 1982 — 1986
BS, Mathematics
Columbia Management April 2014 - Present
Columbia Management September 2006 - April 2014
Ameriprise Financial September 2000 - September 2006
Ameriprise Financial October 1996 - September 2000
Skills
Research, Analysis, Public Speaking, Training, Microsoft Office, Microsoft Word, Account Reconciliation, Financial Reporting, Financial Analysis, Customer Service, Business Analysis, Mutual Funds, Editing, Management, Instructor-led Training, Fund Accounting, Databases, Administration, Process Improvement
Education
Hamline University 2001 — 2002
Certificate, Teaching English as a Foreign Language
Truman State University 1982 — 1986
BS, Mathematics
Lois Yue's Ameriprise Financial Experience December 1999 - Present
Job Brokerage Operations
Industry Financial Services
Experience
Ameriprise Financial December 1999 - Present
General Mills 1976 - 1989
Skills
Investments, Securities, Retirement Planning, Wealth Management, Series 7, Asset Managment, Mutual Funds, Financial Services
Education
Park Center Senior High School 1972 — 1975
Hennepin Technical College
Culinary Studies
North Hennepin Community College
Generals
Ameriprise Financial December 1999 - Present
General Mills 1976 - 1989
Skills
Investments, Securities, Retirement Planning, Wealth Management, Series 7, Asset Managment, Mutual Funds, Financial Services
Education
Park Center Senior High School 1972 — 1975
Hennepin Technical College
Culinary Studies
North Hennepin Community College
Generals
Jeff E Soderstrom's Ameriprise Financial Experience 2006 - Present
Job Vice President, Centralized Supervision at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Prudential Financial 1988 - 2006
Education
University of St. Thomas - Opus College of Business 1990 — 1992
MBA
Gustavus Adolphus College 1983 — 1987
BA, Political Science
Ameriprise Financial 2006 - Present
Prudential Financial 1988 - 2006
Education
University of St. Thomas - Opus College of Business 1990 — 1992
MBA
Gustavus Adolphus College 1983 — 1987
BA, Political Science
Heidi Christ's Ameriprise Financial Experience December 2005 - January 2009
Job Student at Hennepin Technical College
Industry Hospital & Health Care
Experience
Ameriprise Financial December 2005 - January 2009
Ameriprise Financial Services December 2005 - January 2009
Ameriprise Financial August 2007 - January 2008
Ameriprise Financial Services August 2007 - January 2008
Ameriprise Financial August 2005 - December 2005
Ameriprise Financial Services August 2005 - December 2005
Target Financial Services September 2001 - February 2005
Target Corporation September 2001 - February 2005
Personal Care March 1994 - June 2000
Education
Hennepin Technical College 2009 — 2012
Minnesota School of Business 2000 — 2002
Associates in Applied Sciences, Business Administration
Hennepin Technical College
Minnesota School of Business
AAS, Business Administration
Ameriprise Financial December 2005 - January 2009
Ameriprise Financial Services December 2005 - January 2009
Ameriprise Financial August 2007 - January 2008
Ameriprise Financial Services August 2007 - January 2008
Ameriprise Financial August 2005 - December 2005
Ameriprise Financial Services August 2005 - December 2005
Target Financial Services September 2001 - February 2005
Target Corporation September 2001 - February 2005
Personal Care March 1994 - June 2000
Education
Hennepin Technical College 2009 — 2012
Minnesota School of Business 2000 — 2002
Associates in Applied Sciences, Business Administration
Hennepin Technical College
Minnesota School of Business
AAS, Business Administration
Nathan Q. Van Duzer's Ameriprise Financial Experience October 2010 - January 2012
Job Associate Relationship Manager at M&T Bank
Industry Banking
Experience
M&T Bank June 2014 - Present
M&T Bank September 2012 - June 2014
Ameriprise Financial October 2010 - January 2012
Travelers September 2008 - November 2009
Skills
Account Management, Customer Service, Sales Cycle Management, Project Management, Financial Analysis, Regulatory Compliance, Financial Management, Performance & Process..., Market Analysis, Financial Solutions &..., Risk Management &..., Building Relationships, Strategic Business..., New Business Development, Brand Management, Problem Solving &..., Detail & Deadline..., Negotiation Skills, Strategic Planning
Education
University of Massachusetts at Lowell
M.B.A.
University at Albany, SUNY
B.A., Sociology
Hudson Valley Community College
A.S., Business Administration
M&T Bank June 2014 - Present
M&T Bank September 2012 - June 2014
Ameriprise Financial October 2010 - January 2012
Travelers September 2008 - November 2009
Skills
Account Management, Customer Service, Sales Cycle Management, Project Management, Financial Analysis, Regulatory Compliance, Financial Management, Performance & Process..., Market Analysis, Financial Solutions &..., Risk Management &..., Building Relationships, Strategic Business..., New Business Development, Brand Management, Problem Solving &..., Detail & Deadline..., Negotiation Skills, Strategic Planning
Education
University of Massachusetts at Lowell
M.B.A.
University at Albany, SUNY
B.A., Sociology
Hudson Valley Community College
A.S., Business Administration
Andrew Nilan's Ameriprise Financial Experience November 2001 - August 2004
Job Director, Financial Planning & Analysis at Allianz Global Assistance
Industry Insurance
Experience
Genworth Financial January 2007 - February 2011
Genworth Financial September 2004 - December 2006
Ameriprise Financial November 2001 - August 2004
Skills
Series 63, Competitive Analysis, Market Analysis, Sales Operations, Competitive Intelligence, Variable Annuities, Mutual Funds, Marketing, Sales, Insurance, Fixed Annuities, Data Analysis, Investments, Life Insurance, Product Development, Finance, Financial Services, Process Improvement, Risk Management
Education
Hampden-Sydney College 1997 — 2001
BA with Honors, Managerial Economics
Genworth Financial January 2007 - February 2011
Genworth Financial September 2004 - December 2006
Ameriprise Financial November 2001 - August 2004
Skills
Series 63, Competitive Analysis, Market Analysis, Sales Operations, Competitive Intelligence, Variable Annuities, Mutual Funds, Marketing, Sales, Insurance, Fixed Annuities, Data Analysis, Investments, Life Insurance, Product Development, Finance, Financial Services, Process Improvement, Risk Management
Education
Hampden-Sydney College 1997 — 2001
BA with Honors, Managerial Economics
Dganit (Dee) Raviv's Ameriprise Financial Experience June 1999 - Present
Job Paraplanner and Analyst
Industry Financial Services
Experience
Ameriprise Financial June 1999 - Present
Education
Hofstra University 2010 — 2012
EMBA
Ameriprise Financial June 1999 - Present
Education
Hofstra University 2010 — 2012
EMBA
William Karslake's Ameriprise Financial Experience April 2005 - December 2007
Job Sales Rep at STN Cushion Company
Industry Furniture
Experience
STN Cushion Company January 2013 - Present
NAA Life January 2011 - February 2012
MetLife, Inc. January 2008 - December 2010
Ameriprise Financial April 2005 - December 2007
Kimberly Gale Furniture Co October 1998 - April 2002
Education
Hampden-Sydney College 1982 — 1986
Bachelor of Science, Economics
STN Cushion Company January 2013 - Present
NAA Life January 2011 - February 2012
MetLife, Inc. January 2008 - December 2010
Ameriprise Financial April 2005 - December 2007
Kimberly Gale Furniture Co October 1998 - April 2002
Education
Hampden-Sydney College 1982 — 1986
Bachelor of Science, Economics
Daniel Ankarlo's Ameriprise Financial Experience January 2005 - January 2006
Job Accounting Professional
Industry Accounting
Experience
BioFuel Energy January 2009 - May 2010
GSI January 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Education
Hamline University 1985 — 1988
BA, Political Science and International Relations
BioFuel Energy January 2009 - May 2010
GSI January 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Education
Hamline University 1985 — 1988
BA, Political Science and International Relations
Diane Holte's Ameriprise Financial Experience July 2009 - Present
Job Conversion Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2009 - Present
Ameriprise Financial Services, Inc. May 2006 - July 2009
Ameriprise Financial Services, Inc. October 2004 - May 2006
Skills
Kaizen Certified, Disney's Approch to..., Trained New employees..., Provide direction on...
Education
Gustavus Adolphus College 1976 — 1980
Bachelor of Science (BS), Accounting and Psychology
New Richmond High school 1972 — 1976
Ameriprise Financial July 2009 - Present
Ameriprise Financial Services, Inc. May 2006 - July 2009
Ameriprise Financial Services, Inc. October 2004 - May 2006
Skills
Kaizen Certified, Disney's Approch to..., Trained New employees..., Provide direction on...
Education
Gustavus Adolphus College 1976 — 1980
Bachelor of Science (BS), Accounting and Psychology
New Richmond High school 1972 — 1976
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.