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
Ameriprise Financial December 2010 - Present
Feeding America San Diego August 2011 - Present
Ameriprise Financial Services, Inc. October 2007 - December 2010
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BBA, Marketing
University of Miami 2002 — 2003
Engineering
Vendavo February 2015 - Present
Vendavo August 2011 - January 2015
Cisco Systems August 2010 - August 2011
StoneRiver September 2008 - July 2010
American Express January 2007 - August 2008
Tata Consultancy Services November 2005 - August 2008
Ameriprise Financial November 2005 - December 2006
Skills
Hibernate, JDBC, Struts, Spring, Core Java, JSP, Tomcat, JUnit, Java Enterprise Edition, Eclipse, EJB, Servlets, Web Services, Java, JBoss Application Server, SOA, Weblogic, XML, Spring Framework
Education
Jawaharlal Nehru Technological University 2000 — 2004
B-tech, ComputerScience & Engineering
BBHS
Ameriprise Financial 1994 - Present
Marriott Corporation 1979 - 1994
Education
James Madison University 1981 — 1985
BBA, Accounting
UnitedHealth Group July 2014 - Present
Ameriprise Financial October 2005 - June 2014
American Express May 2004 - September 2005
Goldman Sachs and Citigroup 1999 - 2002
Skills
Strategy, Re-engineering, Business Transformation, Business Development, Risk Management, Financial Services, Strategic Consulting, Business Process..., Investment Banking, Restructuring, Wealth Management, Performance Improvement, Business Analytics, Procurement, Financial Modeling, Business Analysis, Valuation, M&A execution, Program Management, Project Planning, Business Modeling, Finance, Leadership, Consulting, Product Management, Strategic Planning, Business Process...
Education
CFA Institute, USA 2009 — 2011
CFA, Chartered Financial Analyst
Indian Institute of Management, Bangalore 2002 — 2004
MBA, Strategy, Finance
Jai Narain Vyas University
BE (Hons), Electronics & Communication
Government Personnel Mutual (GPM) Life March 2013 - Present
Ameriprise Financial 2007 - November 2012
Horace Mann July 2000 - August 2007
ING - Security Life 1993 - 2000
Great-West Life and Annuity Insurance Company 1984 - 1992
Skills
Risk Assessment, Team Leadership, Staff Training, Auditing, Underwriting, Professional..., Process Improvement, Reinsurance, Life Insurance, Problem Solving, Project Management, Claims Management, Disability Insurance, Training, Insurance, Employee Benefits, Business Analysis, Finance, Risk Management, Management, Financial Risk, Term Life Insurance, Brokers, Claim, Retirement Planning
Education
Iowa State University 1978 — 1983
Bachelor of Science, Food & Nutrition - Dietetics
Manson High School 1975 — 1978
High School, College Prep
Horizontal Integration June 2012 - Present
Independent Consulting January 2012 - June 2012
Horizontal Integration June 2010 - December 2011
Genesis10 July 2008 - April 2010
Ameriprise Financial July 2007 - July 2008
Genesis10 October 2006 - July 2007
US Bank March 2006 - August 2006
Wells Fargo January 2005 - October 2005
Cargill June 1998 - February 2003
Skills
User Experience, Information Architecture, User Interface Design, User-centered Design, User Interface, Persona, Content Strategy, Taxonomy, Usability, Screenwriting, Digital Storytelling, Web Design, Wireframes, Email Marketing, Digital Media, SEO, CMS, CSS, Usability Testing, Interaction Design, Heuristic Evaluation, Accessibility, Intranet Strategy, Technical Writing, Mentoring
Education
Iowa State University - College of Business 1995 — 1998
Bachelors, Management Information Systems, General
U.S. Bank June 2015 - Present
Imation June 2014 - May 2015
Ameriprise Financial April 2013 - October 2013
Classic Saigon Restaurant October 2010 - April 2013
Inver Hills Community College February 2011 - May 2012
Skills
Corporate Tax, Accounting, Microsoft Office, OneSource, Checkpoint, Communication, Critical Thinking, Business Intelligence, Oracle, Lotus Notes, BNA Fixed Assets Web, Minitab, Audit Command Language
Education
University of St. Thomas 2012 — 2015
Bachelor of Arts (B.A.), Accounting
Inver Hills Community College 2009 — 2012
Associate of Arts (A.A.), General Studies, 4.0/4.0
Ameriprise Financial November 2012 - Present
Midwest Roofing & Restoration June 2011 - May 2012
Community Christian School November 2009 - July 2011
Weyerhaeuser June 2008 - April 2009
Fidelity National Title May 2004 - May 2007
First American Title May 2001 - May 2004
Skills
Executive..., Executive Level..., Microsoft Office, Microsoft Excel, Travel Arrangements, Appointment Scheduling, Calendaring, Document Preparation, Document Processing, Process Flow..., Report Preparation, Invoicing, Client Relations, Accounts..., Social Media, Mass Mailing, Digital Dictation, Business Correspondence, Multi-line Phone, Skilled Multi-tasker, Meeting Scheduling, Records Management, Event Planning
Education
Ivy Tech 2010 — 2012
oXYGen Financial Inc January 2012 - Present
Ameriprise Financial May 2004 - January 2012
Sapphic Mahatmaz Oyez, Inc. August 1996 - May 2004
Skills
Wealth Management, Financial Planning, Investment Advisory, Series 7, Investments, Retirement Planning
Education
James Madison University 1986 — 1991
BA, Music Industry
St. John's College High School 1982 — 1986
High School Diploma
Ameriprise Financial Services, Inc. December 2000 - Present
Ameriprise Financial 1998 - 2000
New York Life 1996 - 1998
Ernst & Young 1989 - 1994
Education
University of Hartford 1991 — 1995
MST
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1985
Finance
Brookdale April 2015 - Present
Brookdale August 2014 - March 2015
Ottawa University December 2012 - August 2014
Ottawa University August 2009 - December 2012
Ameriprise Financial August 2006 - August 2009
Vatterott College 2003 - 2006
Skills
Leadership, Higher Education, Admissions, Student Affairs, Adult Education, Training, Recruiting, Academic Advising, Customer Service, Public Speaking, Career Counseling, Interviews, Community Outreach, Event Planning, Marketing, Staff Development, Leadership Development, Coaching, Enrollment Management, Management, Teaching, Marketing Strategy, Program Development, Student Financial Aid, Research, Student Recruiting, Time Management, Team Building, Advertising, Enrollment Services, Facilitators, Nonprofits, Fundraising, Strategic Planning, Budgets, Sales, Organizational..., Conflict Resolution, Policy, Resume Writing, Customer Retention, Career Development, CRM
Education
Ottawa University 2010 — 2012
MBA, Leadership and Management, 3.8 GPA
Kansas State University 2002 — 2003
Bachelor, Sociology
Truven Health Analytics July 2015 - Present
Truven Health Analytics September 2014 - July 2015
Walgreens May 2014 - September 2014
bswift September 2013 - January 2014
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas September 2011 - September 2013
Blue Cross Blue Shield of Illinois March 2009 - September 2011
Blue Cross Blue Shield of Illinois May 2006 - March 2009
Ameriprise Financial February 2006 - April 2006
Illinois Public Health Institute April 2004 - April 2006
Saint Francis Healthcare BCBSIL HMO Management Site April 2003 - April 2004
Skills
Analysis, Business Analysis, Health Insurance, Healthcare, Insurance, Management Consulting, Process Improvement, Visio, Strategic Planning, Employee Benefits, Strategy, Leadership, Marketing, Consulting, Project Management
Education
Northwestern University 2011 — 2014
Master of Fine Arts (MFA), MFA Creative Writing
Keller Graduate School of Management of DeVry University 2004 — 2005
MBA, Business
University of Illinois at Chicago 1998 — 2002
BA, English
Columbia Management August 2013 - Present
Ameriprise Financial October 2010 - August 2013
Wells Fargo Investments May 2010 - October 2010
Wells Fargo Home Mortgage October 2009 - April 2010
Kingland Systems May 2008 - July 2009
Skills
Securities, Mutual Funds, Estate Planning, Finance, Investments, Financial Services, Account Reconciliation, Financial Analysis, Invest One, Series 7, Bloomberg, Financial Modeling
Education
University of St. Thomas 2013 — 2016
Master of Business Administration (MBA)
Iowa State University - College of Business 2005 — 2009
Bachelor of Science, Finance
Ameriprise Financial March 1998 - Present
United States Marine Corps 1990 - 1996
Education
University of Nevada-Reno 1996 — 2000
Finance
Kaplan University 2010 — 2012
Financial Planning Education Program
South Burlington High Scool 1985 — 1990
Columbia Threadneedle Investments, US January 2011 - Present
Columbia Management May 2010 - January 2011
RiverSource Distributors Inc. October 2006 - May 2010
RiverSource Distributors, Inc. January 2009 - May 2009
RiverSource Distributors, Inc. October 2006 - December 2008
Ameriprise Financial with the practice of Michelle Young January 2006 - October 2006
Ameriprise Financial March 2005 - January 2006
American Express Financial Advisors October 2003 - March 2005
Skills
Series 7, Series 66, Mutual Funds, Wholesaling
Education
Kalamazoo College 1999 — 2003
BA, Economics, Business/Finance, Sociology
Grosse Ile High School
Ameriprise Financial October 2010 - Present
Landon HVAC September 2008 - December 2009
Keith Pumper Plumbing and Heating January 2008 - September 2008
D&S Cement Co. September 1999 - September 2006
Education
Inver Hills Community College 1998 — 2001
A.S., Aviation: Air Traffic Control, Air Traffic Controller
Northfield High School 1993 — 1997
WyzAnt Tutoring February 2014 - Present
Ameriprise Financial April 2015 - August 2015
Comprehensive Logistics/Falcon Transport June 2014 - August 2014
Comprehensive Logistics/Falcon Transport May 2013 - August 2013
Skills
French, Spanish, Writing, Creative Writing, Creativity, Technical Writing, Appointment Scheduling, Interviewing Skills, Telephone Interviewing, Time Management, Research, Visual Arts, Art History, Travel Planning, Fashion Buying, Fashion Writing, Handmade Jewelry, Sewing, Economics, Administrative..., Filing, Organization, Community Service, Organizational Project..., Social Networking, Networking, Recruitment Advertising, Recruiting, Public Speaking, Customer Service, PowerPoint
Education
John Carroll University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Canfield High School 2009 — 2012
Ameriprise Financial April 2013 - Present
East lake road Alliance Church March 2013 - Present
Kingdom Financial Group, Inc. May 2001 - Present
Cetera advisor networks October 2005 - April 2013
East lake Road Alliance Church 1999 - March 2013
Billy Graham Evangelistic Association 2013 - 2013
Erie Insurance Group February 1999 - February 2002
Evans Capital Management February 1996 - February 1997
HBK Sorce Financial LLC April 1995 - January 1996
MetLife April 1983 - February 1995
Education
Indiana University of Pennsylvania 1979 — 1981
Bachelors, Accounting/Finance
Youngsville High School 1975 — 1977
Dunham & Associates March 2014 - Present
Commonwealth Financial Network January 2012 - March 2014
MFS Financial Services October 2009 - January 2012
Ameriprise Financial August 2009 - August 2009
Enterprise Rent-A-Car May 2008 - August 2008
Skills
Financial Services, Communication Skills, Customer Service, Series 7, Series 63, Series 65, Creative Solutions, Microsoft Excel, Microsoft Word, Data Integrity, New Account Generation, Retirement Planning, Transfers Of Equity, Equity Trading, Wealth Management, Sales, Manage Client..., Leadership, Financial Advisory, Strategic Financial..., Management, Customer Satisfaction, Sales Operations, Series 24, Investments, Communication, Financial Planning
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance, Entrepreneurship
E.O. Smith High School 2001 — 2005
Begay & Associates A private wealth advisory practice of Ameriprise Financial Services, Inc. January 2014 - Present
Tiras, Pennington & Associates a financial advisory firm of Ameriprise Financial Services, Inc. February 2009 - December 2013
Ameriprise Financial June 2005 - January 2009
Navigate International January 2004 - July 2004
Education
Johnson & Wales University 2000 — 2004
Bachelor of Science (B.S.), International Business
EMPOWER Retirement September 2014 - Present
J.P. Morgan January 2013 - August 2014
PIMCO March 2008 - January 2013
Fidelity Investments December 2005 - February 2008
Ameriprise Financial May 1998 - December 2005
Hewitt Associates February 1987 - April 1998
Arthur Andersen & Co. January 1984 - January 1987
Skills
Asset Allocation, Retirement, Series 63, Series 7, Wealth Management, Investments, Mutual Funds, Asset Managment, Pensions, 401k, Alternative Investments, Retirement Planning, Asset Management, Investment Strategies, Investment Advisory, Investment Management
Education
Illinois State University 1980 — 1984
B.S., Accounting & Business Administration
Merrill Lynch February 2011 - Present
Financial Planning Association of Kansas City January 2015 - September 2015
Financial Planning Association of Kansas City January 2011 - December 2012
Ameriprise Financial April 2003 - February 2011
Ameriprise Financial Services, Inc. April 2004 - November 2008
Skills
Team Leadership, Retirement Planning, Retirement, Series 7, Wealth Management, Leadership, Investments, Investment Advisory, Portfolio Management, Management, Asset Allocation, Financial Analysis, 401k, Strategic Financial..., Small Business, Finance, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Budgets
Education
Kansas State University 1998 — 2002
Bachelor of Science
Saint Thomas Aquinas 1994 — 1998
a broker dealer downtown August 2015 - Present
Broadview Financial Advisors May 2012 - August 2015
Showalter Blackwell Long Funeral Homes March 2007 - May 2012
Ameriprise Financial January 2005 - March 2007
Lindamood-Bell Learning Processes Center May 2004 - September 2004
Meadow Brook Theatre October 2001 - May 2004
Skills
Customer Service, Word, Microsoft Office, Excel, PowerPoint, PeopleSoft, HMIS, Facebook, LinkedIn, Contract Development, Accounts Payable, Accounts Receivable, Microsoft Picture It!, Microsoft Excel, Program Management, Accounting, Office Management, Strategic Financial..., Budgets, Payroll, Microsoft Word, Auditing, Contract Management, Financial Reporting, Insurance, Finance, Public Speaking, Employee Benefits, Investments, QuickBooks, Bookkeeping, Nonprofits, Process Improvement, Training, Financial Statements, Life Insurance, Leadership, Time Management, Outlook
Education
Indiana State University 1996 — 2000
Bachelor of Arts; Bachelor of Arts, Theater; German
Justus-Liebig-Universität Giessen 1998 — 1999
Germanistik/Theaterwissenschaft
Ernst & Young March 2011 - Present
SwypeGear 2010 - 2014
Ameriprise Financial November 2010 - March 2011
Iris Integration March 2009 - January 2011
INSEAD August 2009 - July 2010
Social Media Analytics Startup 2010 - 2010
ULLICO March 2009 - August 2009
Freddie Mac April 2002 - March 2009
Virginia Tech January 2002 - December 2002
Tata Infotech June 2000 - June 2001
Skills
Innovation, Thought Leadership, Management Consulting, Entrepreneurship, IT Strategy, SDLC, Program Management, Project Management, Business Intelligence, PMP, CRM, Agile Project Management, Integration, Management, Business Development, SOA, Start-ups, Change Management, Business Analysis, Scrum, Project Portfolio..., Enterprise Architecture, Enterprise Software, PMO, Analysis, Requirements Analysis, Software Project..., Agile Methodologies, Software Development, Mobile Devices, Risk Management, Executive Management, Strategy, Consulting, Business Strategy, Leadership, Business Transformation
Education
INSEAD 2009 — 2010
MBA
Virginia Polytechnic Institute and State University
MS, Computer Science
University of Mumbai
BE, Computer Engineering
D.G. Ruparel College
HSC, 12 Grade
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial April 2008 - June 2013
Ameriprise Financial April 2005 - March 2008
Ameriprise Finanical June 2002 - March 2005
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
BS, Management
Gallup August 2014 - Present
Kelley School of Business - Indiana University May 2012 - May 2014
GE Healthcare May 2013 - August 2013
Fidelity Investments October 2011 - July 2012
Management Leadership for Tomorrow February 2011 - June 2012
Neuberger Berman August 2010 - September 2011
Neuberger Berman January 2007 - August 2010
Ameriprise Financial July 2005 - January 2007
Skills
Financial Planning, Client Relationship..., Series 7, Series 66, Business Strategy, Sales, Asset Management, CRM, Strategic Financial..., Financial Modeling, Portfolio Management, Uniform Combined State..., Investments, Leadership, Finance, Trading, Training, Human Resources, Financial Analysis, Strategy, Bloomberg, Analysis, Equities, Valuation
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Innovation and Human Capital Management
Spelman College 2001 — 2005
BA, Economics
Partners Federal Credit Union 2015 - Present
The Walt Disney Company 2014 - 2015
Wells Fargo 2012 - 2014
Ameriprise Financial 2010 - 2012
Ameriprise Financial 2005 - 2010
Ameriprise Financial 2005 - 2005
Ameriprise Financial 1996 - 2004
Blue Cross Blue Shield of Minnesota 1990 - 1996
Lectron Products, Inc. 1989 - 1990
EDS Group 1988 - 1989
Skills
Process Improvement, Business Analysis, Cross-functional Team..., Requirements Gathering, Analysis, Business Process..., Six Sigma, Visio, Business Process, Project Management, Leadership, Vendor Management, PMO, Team Leadership, Program Management, Change Management, Management, Strategic Planning, Testing, Data Analysis, Root Cause Analysis, Metric Development, Continuous Improvement, Industrial Engineering, Internal/External..., Creative Solutions, Coaching, Persuasive Presentations, Influence At All Levels, Partnership-building, Discussion Facilitation, Operational Excellence, Close Attention to..., Flexibility, Microsoft Office, SDLC, Strategy, Consulting, Requirements Analysis, Business Requirements, Project Planning
Education
Iowa State University 1984 — 1988
BSIE, Industrial Engineering
AI Insight May 2011 - Present
Ameriprise Financial 2007 - May 2011
Ameriprise Financial 2004 - 2007
Skills
Alternative Investments, AI Insight Platform, Private Placements, Series 7, Securities, Financial Advisory, Due Diligence, Management, Mutual Funds, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Management, Financial Services, Financial Analysis, Series 63
Education
Iowa State University 1987 — 1991
Bachelors of Science
Iowa State University
Ameriprise Financial July 2011 - Present
Joseph Knaus, Composer 1980 - Present
PNC Investments 1983 - 2011
Education
Ithaca College
MA, Fine Arts
King's College
BA, Fine Arts
Ameriprise Financial Services, Inc. March 2013 - Present
RealGuzMusic January 2012 - Present
Ameriprise Financial Services February 2009 - March 2013
Ameriprise Financial 2000 - February 2009
Skills
Leadership Development, Strategic Financial..., Leadership, Series 7, Mutual Funds, Operations Management, Strategy, Interviews, Financial Analysis, Negotiation, Risk Management, Coaching, Investments, Performance Management, Change Management, Training, Insurance, Employee Benefits, Retirement Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Canton High School
Fairview Health Services March 2015 - Present
BMO Harris Bank December 2014 - February 2015
Thomson Reuters July 2014 - August 2014
3M August 2012 - June 2014
East View Information Services December 2011 - July 2012
3M June 2007 - April 2011
Delfel Consulting March 2000 - June 2007
Ameriprise Financial October 1999 - March 2000
Truck Writers Inc April 1999 - September 1999
Xcel Energy April 1998 - March 1999
Skills
Toastmasters, Aeronautics, Cisco Technologies, Active Directory, Windows Server, Switches, Disaster Recovery, Data Center, VoIP, Microsoft Exchange, Routers, Technical Support
Education
Indiana State University
Riverland Community College
Network Cabling Specialist
Ameriprise Financial June 2012 - Present
Ameriprise Financial October 2008 - May 2012
H&R Block Financial Advisors October 2004 - October 2008
Quick & Reilly February 1983 - October 2004
Education
Illinois State University 1981 — 1985
HUB International July 2014 - Present
Fresno Air National Guard May 2014 - Present
Innovative Ag Services LLC April 2014 - July 2014
Iowa Air National Guard January 2005 - April 2014
Pure Bridal May 2012 - August 2012
Sigler Companies October 2009 - May 2012
Best Buy October 2008 - September 2009
Ameriprise Financial March 2007 - May 2008
Arkansas Federal Credit Union November 2006 - April 2007
Skills
Customer Service, Sales, Microsoft Word, Social Networking, Microsoft Excel, Apparel, Customer Relations, Excel, Word, Quotes, Project Coordination, Consulting, Office Administration, Medical Terminology, Medical Records, Administrative..., Military Experience, Property & Casualty..., Advertising
Education
Iowa State University - College of Business 2007 — 2010
B.S., Marketing
United States Air Force 2005 — 2006
Kirkwood Community College 2004 — 2004
North Cedar High 1999 — 2003
Ameriprise Financial April 2009 - Present
Education
Jefferson Medical College of Thomas Jefferson University 1968 — 1972
M.D., Medicine
Lehigh University 1962 — 1966
B.A., Chemistry, Pre-Med
Nurtured Wealth November 2014 - Present
Minkoff & Associates February 2010 - November 2014
YBR Financial Advisors September 2007 - January 2010
Ameriprise Financial October 2003 - August 2007
Education
Immaculata University 1999 — 2003
Business Administration & Finance
Ameriprise Financial November 2010 - Present
Baltimore City Public Schools August 2008 - June 2010
Iowa State University 2006 - 2007
Education
Iowa State University 2004 — 2007
B.A., Journalism Mass Communication
Wells Fargo October 2008 - Present
Rels 2011 - 2012
Thomson Reuters January 2008 - August 2008
Ameriprise Financial 2006 - 2007
Ameriprise 2006 - 2006
Wells Fargo Home Mortgage 2001 - 2006
UnitedHealth Group 2004 - 2005
Allianz 1995 - 1997
Lincoln Financial Distributors 1987 - 1995
IBM Corporation 1983 - 1987
Education
Indiana University Bloomington 1980 — 1984
BS, Marketing
Dignity Memorial 2015 - Present
Fine Line Consulting 2009 - 2015
Angie's List 2011 - 2013
Ameriprise Financial 2008 - 2009
Management Recruiters of Zionsville 2007 - 2008
Indiana Mortgage Bankers Association 2005 - 2007
Countrywide Home Loans 2003 - 2007
Superstore Partners, LLC 2001 - 2003
Lawrence Township Boys Basketball League 1999 - 2003
Kollege Kids, Inc. 1986 - 2001
Skills
Recruiting, Business Development, Strategic Planning, Leadership, Marketing, Management, Coaching, Finance, Social Media Marketing, Social Media, CRM, Sales, Sales Operations, Sales Management, Social Networking, Email Marketing, Team Building, Account Management, Start-ups, Advertising, Selling, Market Research, Banking, Human Resources, Sourcing, E-commerce, Program Management, Integrated Marketing, Cold Calling, Fundraising, New Business Development, Organizational..., Strategy, B2B, Customer Service, Networking, Sales Process, Salesforce.com, Lead Generation, Strategic Partnerships, Time Management, Marketing Strategy, Mergers & Acquisitions, Training, Entrepreneurship, Executive Management, Business Planning, Direct Sales, Consulting, Competitive Analysis
Education
Indiana University - Kelley School of Business 1975 — 1979
BS, Management and Administration
Lawrence Central High School 1972 — 1975
Diploma, College Prep
St. Lawrence Catholic School
St. Lawrence Catholic School
McLean Mortgage Corporation September 2010 - Present
Atlantic Mortgage Direct September 2007 - September 2010
East West Mortgage August 2002 - August 2007
Ameriprise Financial August 2001 - August 2002
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Loans, USDA, VA loans, Credit, FHA financing, First Time Home Buyers, Certified Mortgage..., Investment Properties, Reverse Mortgages, Non-Conforming, Mortgage Underwriting, Real Estate Economics, Mortgage Marketing, Credit Analysis, Construction Loans, Government Loans, Banking, Finance, Real Estate Financing, Underwriting, Home Equity Loans, Investments, VA Loans, FHA Financing
Education
James Madison University - College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
Iggbo May 2015 - Present
New Health Analytics May 2014 - Present
Partners HealthCare January 2012 - June 2013
James Madison University May 2010 - January 2012
Ameriprise Financial April 2010 - May 2011
Skills
PeopleSoft, Microsoft Office 2010, Excel, Microsoft Excel, Analysis, Spreadsheets
Education
Virginia Commonwealth University 2013 — 2016
M.H.A., Health/Health Care Administration/Management
James Madison University 2007 — 2011
B.B.A., Finance; Concentration in Health Services Administration
Ameriprise Financial July 2006 - Present
Education
Kansas State University 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
BB&T Investment Services June 2012 - Present
MassMutual Financial Group June 2009 - June 2012
Ameriprise Financial August 2006 - May 2009
Skills
Account Management, Banking, Disability Insurance, Finance, Financial Analysis, Financial Services, Insurance, Investments, Life Insurance, Long Term Care Insurance, Portfolio Management, Retirement, Retirement Planning, Sales, Series 7, Wealth Management
Education
James Madison University 2002 — 2006
Finance, Finance and Economics
LPL Financial 2009 - Present
Ameriprise Financial 2007 - 2009
Morgan Stanley 1996 - 2006
SECOR 1993 - 1996
Chase Manhattan Bank 1987 - 1993
EDS 1984 - 1987
Skills
Retirement Planning, 401k Rollovers, Retirement Savings, Asset Management, Strategic Financial..., Life Insurance, Fixed Annuities, Variable Annuities, Tax Efficiency, Retirement, Asset Allocation, Retirement Plan..., Qualified Retirement..., Roth IRA, Simple IRA, SEP IRA, Traditional IRA, IRAs, RMDS, Long Term Care Insurance, Guaranteed Lifetime..., Social Security, Medicare, Financial Services, College Savings Plans, Estate Planning, Alternative Investments, Mutual Funds, Personal Financial..., Permanent Life Insurance, Term Life Insurance, Irrevocable Life..., Portfolio Management, Portfolio Assessment, Investment Portfolio, Investments, Investment Strategies, ETFs, Investment Advisory, Options Strategies, Wealth Management..., Wealth Accumulation, Wealth Accumulation..., Wealth Management, Wealth Preservation..., Value Investing, Personal Finance, Capital Markets, Financial Markets, Certified Financial...
Education
James Madison University
BBA, Finance, Economics
Wake Forest University
Ameriprise Financial February 2002 - Present
Education
American College 2006 — 2011
CFP(R), CLU(R), Finance
Indiana University of Pennsylvania 1998 — 2002
Bachelors, Finance
Ameriprise Financial 2004 - Present
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 1993 - 2004
American Express Financial Advisors 1996 - 2000
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Strategic Financial..., Financial Advisory, Series 63, Estate Planning, Investments, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, Insurance, Financial Services, 401k, Uniform Combined State..., Portfolio Management, Series 24
Education
James Madison University 1987 — 1991
BS, Communication
Ameriprise Financial 1993 - Present
GC Services 1991 - 1993
Mitsubishi Bank 1988 - 1991
Education
Jones Graduate School of Business, Rice University 1986 — 1988
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance
Ameriprise Financial 1999 - Present
Education
Jacksonville University 1990 — 1994
BA
Ameriprise Financial May 2004 - Present
Education
Indiana University Kokomo 1999 — 2002
Bachelors of Science in Business, Finance and Economics
Ameriprise Financial January 2004 - Present
Education
University of North Florida - Coggin College of Business 2001 — 2003
MBA, Concentration in Finance
Jacksonville University
Bachelor of Science, Business Administration
Lone Star College, Corporate Corporate College, Workforce Development June 2010 - Present
Learning Consultation for Professionals November 2009 - May 2010
Ameriprise Financial April 2007 - November 2009
Capital One October 2005 - June 2006
Hibernia National Bank October 1988 - October 2005
Skills
Learning Architect, Curriculum Development, Instructional Design, Project Management, Training & Development, Project Planning, Strategic Planning, Financial Services, Human Resources, Staff Development, Training Delivery, Change Management, Needs Analysis, Coaching, Training, Leadership Development, Organizational..., Employee Training, Process Improvement, Vendor Management, Career Counseling, Program Management, Interviews, Sales, Analysis, Curriculum Design, Performance Management, Employee Relations, Talent Management, Team Building, Workshop Facilitation
Education
Indiana University Bloomington 1973 — 1975
BA, Psychology/Forensics
Informa Investment Solutions January 2015 - Present
eVestment December 2012 - January 2015
PerTrac August 2011 - December 2012
BGC Partners May 2009 - June 2011
Ameriprise Financial June 2009 - May 2010
Skills
Investments, Finance, Mergers, Electronic Trading, Hedge Funds, Alternative Investments, Equities, Derivatives, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Asset Management, Trading Systems, Mergers & Acquisitions, Financial Services, Trading, Financial Markets, Analytics, Fund Of Funds, Financial Risk, Securities, Asset Allocation, Capital Markets, Relationship Management, Mutual Funds
Education
Iona College 2004 — 2010
BBA, Double MBA, Finance and Human Resources
Fontbonne Hall Academy 2000 — 2004
High School
Allianz Life March 2009 - Present
Ameriprise Financial 1992 - 2007
American Express Financial Advisors 1985 - 2006
Skills
Awards, 2013 Top 50 Women in...
Education
University of Minnesota - Carlson School of Management 1987 — 1989
MBA, Finance
Illinois State University 1976 — 1980
B.A., Accounting and Business
Ameriprise Financial August 2005 - Present
Allen Partners, LLC August 2004 - August 2005
Education
Iona College 2008 — 2009
MBA, Financial Management
Iona College 2000 — 2004
BBA, Finance
MetLife Premier Client Group - Tri-state Partners September 2011 - Present
Chorus Call, Inc. May 2007 - March 2011
Ameriprise Financial February 2002 - March 2007
TAC Worldwide Companies March 2001 - October 2001
Society of Automotive Engineers (SAE) May 1995 - March 2001
National Multiple Sclerosis Society (NMSS) February 1989 - May 1995
Harmarville Rehabilitation Center May 1986 - October 1988
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Arts in Journalism
Penn Hills Senior High School 1977 — 1981
Academic & Graphic Arts Vocational
O.L.M.B.S.
O.L.M.B.S.
O.L.M.B.S.
Blue Cross and Blue Shield of Minnesota October 2012 - Present
Ameriprise Financial January 2010 - October 2012
Ameriprise Financial May 2007 - January 2010
Hennepin Theatre Trust March 2006 - May 2007
Live Nation/Clear Channel Entertainment July 2002 - March 2006
Rives Carlberg (PR) March 2002 - June 2002
Contiki Holidays UK January 1999 - October 2001
Engineering Animation, Inc. (EAI) December 1997 - January 1999
Skills
Strategic Communications, Public Relations, Copywriting, Community Partnerships, Media Relations, Social Media, Advocacy, Advertising, Integrated Marketing &..., Internal Communications, International..., Cross-functional Team..., People Leadership, Change Management, Crisis Communications..., Negotiation, Public Affairs, Public Speaking, Corporate Social..., Integrated Marketing, Event Planning, Publicity, Nonprofits, Marketing, Editing, Community Development, Corporate Communications, Press Releases, Leadership, Crisis Communications
Education
University of St. Thomas - Opus College of Business 2003 — 2009
MBC, Business Communications
Iowa State University 1994 — 1998
BA, Journalism/Mass Communications
Ameriprise Financial February 2006 - Present
Memorial Sloan-Kettering Cancer Center July 1999 - February 2006
Skills
Leadership, Customer Service, Process Improvement, Team Building, Training, Account Management, Recruiting, Marketing, Insurance, Coaching, Wealth Management, Marketing Strategy
Education
Katherine Gibbs School 1984 — 1986
Business Administration
Nassau Community College 1983 — 1985
Communications
James Madison University January 2013 - Present
Endless Horizons, Inc. November 2011 - April 2013
Ameriprise Financial August 1987 - February 2010
Skills
Teaching Skills, Financial Analysis, Financial Planning, Business Planning, Business Plan..., Singing, Photography, Creative Writing, Creative Problem Solving, Feature Writing, Strategic Financial..., Nonprofits, Marketing, Investments, Mutual Funds, Series 7, Event Planning, Fundraising, Insurance, Public Speaking, Leadership, Budgets, Entrepreneurship, Finance, Teaching
Education
James Madison University 1980 — 1984
MBA, general business
University of Virginia 1974 — 1978
BA, Economics
UnitedHealth Group August 2012 - Present
UnitedHealth Group July 2011 - October 2012
Cbeyond July 2009 - July 2011
Employers WorkPlace Solutions March 2009 - July 2011
Ameriprise Financial January 2005 - March 2009
Ameriprise Financial January 2003 - April 2005
Williams and Associates September 2001 - November 2002
Perot Systems November 1999 - September 2001
Hysitron, Inc. October 1997 - November 1999
Management Recruiters September 1996 - October 1997
Skills
Human Resources, Employee Relations, Employee Benefits, Onboarding, Sales, Performance Management, Project Management, Telecommunications, Talent Acquisition, Business, Engineering, Manufacturing, Environmental Awareness
Education
University of Minnesota-Twin Cities 2009 — 2009
Program Certificate, HR Generalist
University of St. Thomas 2001 — 2001
Certificate, Technical Writing Program
Inver Hills Community College 1984 — 1986
A.S., Marketing, Business
Ameriprise Financial 2010 - Present
Morgan Stanley 2004 - 2010
Ford Motor Company 1982 - 2004
Education
University of Michigan 1970 — 1975
MBA, Finance
University of Michigan 1969 — 1970
MSE, Mechanical Engineering
Indian Institute of Technology, Kanpur 1964 — 1969
B. Tech, Mechanical Engineering
Ameriprise Financial February 2002 - Present
Ameriprise Financial 2002 - 2014
American Express Financial Advisors February 2000 - February 2002
TD Waterhouse June 1999 - November 1999
Norwest Investment Management February 1998 - July 1999
Euro Brokers Incorporated New York, NY September 1987 - October 1997
Prudential Bache Securities New York June 1986 - August 1987
Skills
Equities, Series 63, Series 7, Financial Services, Analysis, Series 24, Mutual Funds, Project Management, Leadership, Securities, Investments, Relationship Management, Fixed Income, Wealth Management
Education
John Carroll University
Bachelor of Science-Managment
Ameriprise Financial November 1997 - Present
Education
Indiana University Bloomington 1985 — 1989
Hospital Administration
North Central High School
Securian Financial Group 2004 - Present
Advantus Capital Management 2004 - Present
Securian Funds Trust 2012 - Present
Ameriprise Financial 1992 - 2004
Piper Jaffray 1990 - 1992
US Bank 1985 - 1990
Skills
Investments, Fixed Income, Mutual Funds, Investment Management, Hedging, Funding, Asset Allocation, Treasury, Securities, Asset Management, Investment Advisory, Series 7, Equities, Portfolio Management, Wealth Management, Alternative Investments, Bonds
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance
Minnesota State University, Mankato
BS, Business
Internal Revenue Service November 2011 - Present
United States Postal Service June 2010 - June 2011
Rent-A-Center December 2006 - April 2009
Fun Company April 2006 - December 2006
Ameriprise Financial January 2005 - September 2005
Convergys's March 2004 - December 2004
Public Storage August 2002 - July 2003
Macy Dept. Stores / U.S. Bank January 1998 - January 2002
Education
Keller Graduate School of Management of DeVry University 2011 — 2011
Graduate Certificate, Financial Analysis
Keller Graduate School of Management of DeVry University 2010 — 2011
Masters, Accounting
Keller Graduate School of Management of DeVry University 2007 — 2010
Masters, Business Administration
Truman State University 1991 — 1996
B.A, Political Science
Ameriprise Financial 2002 - Present
Ameriprise Financial 1996 - 2001
Education
James Madison University 1974 — 1977
BBA Marketing and Management, Business
James Madison University 1972 — 1976
B.B.A., Marketing and Management
Midlothian High School 1963 — 1969
Target 2014 - 2015
Target 2010 - 2014
Kraft Foods 2009 - 2009
Ameriprise Financial November 2006 - June 2008
Ameriprise Financial April 2005 - November 2006
Skills
Marketing, Insurance, Tax, Brand Management, Cross-functional Team..., Marketing Research, Project Planning, Investments, Financial Analysis, Financial Modeling, Competitive Analysis, Forecasting, Project Management, Valuation, Strategic Planning, Data Analysis, Process Improvement, Market Research, Business Analysis, Pricing, Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing, Management
Danish Institute For Study 2003 — 2004
BA, Study abroad
Indiana University Bloomington 2000 — 2004
BA, English Literature, Criminal Justice
Nordstrom August 2015 - Present
Alliance Data Retail Services April 2014 - April 2015
GE 2011 - 2013
Medtronic 2010 - 2010
Ameriprise Financial 2010 - 2010
AllianceOne 2009 - 2009
Ameriprise Financial Services, Inc. 2008 - 2009
The Schwan Food Company 2007 - 2007
US Bank 2000 - 2006
Minnegasco (CenterPoint Energy) 1989 - 1992
Skills
Business Integration, Close Attention to..., Business Process..., Data Analysis, Analytics, Six Sigma, Business, Communication, Cross-functional Team..., Forecasting, Analysis, Strategy, Business Strategy, Management, Finance, Leadership, Program Management, Project Planning, Segmentation, Marketing, Portfolio Management, Credit Risk, Credit Cards, Strategic Financial..., Financial Risk, Credit, Financial Analysis, Accounting, Financial Modeling, Risk Analytics, Process Improvement, Business Analysis, Risk Management, Banking, Financial Services, Consulting
Education
Texas A&M University - Mays Business School
MBA, Finance and Marketing
Keller Graduate School of Management of DeVry University 2014 — 2015
Graduate Certification in Business Intelligence and Analytics, Business Intelligence and Analytics
University of Minnesota-Twin Cities
Bachelor's Degree, Chemical Engineering
Merrill Lynch September 2014 - Present
Perceptive Software September 2012 - September 2014
Veterans United Home Loans June 2012 - October 2012
Life Time Fitness May 2008 - May 2012
Ameriprise Financial May 2007 - August 2007
Gunderson, Trobec, & Assoc May 2006 - December 2006
Southwestern Office Supply, Inc January 2000 - January 2003
Skills
Social Media, Sales, Marketing, Microsoft Office, Customer Service, Event Planning, Cold Calling, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Social Media Marketing, Public Speaking, Leadership, Social Networking, Management, Advertising, Insurance, Recruiting, Budgets, Salesforce.com, Sales Operations, Negotiation
Education
Kansas State University 2004 — 2008
Business, Marketing and Economics
Viking River Cruises March 2010 - Present
Grand Circle Corporation September 2008 - March 2010
Grand Circle Corporation December 2007 - September 2008
Ameriprise Financial April 2006 - April 2007
Verizon Wireless January 2005 - November 2005
William Gallagher Associates July 1999 - August 2000
Skills
Leisure Travel, Travel Management, Cruises, Travel Planning, Vacation, Leisure, Tourism, Customer Service, Adventure Travel, Tour Operators, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Hospitality, Hotels, Incentive Travel, Resorts
Education
University of Massachusetts Boston 2013 — 2016
Bachelor's degree, Marketing/Marketing Management, General, 3.21 Overall GPA, 3.91 Major GPA
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2004
Sport Management
University of Massachusetts Boston 2000 — 2002
Theatre Arts
Trinity University 1998 — 1999
VW Advisors LLC 2008 - Present
Data Builder, Inc 2008 - 2010
Emerging Growth Group 2006 - 2010
Ameriprise Financial 1990 - 2008
Skills
Retirement Planning, Retirement, Estate Planning, Investments, Wealth Management, Strategic Financial..., Investment Advisory, Asset Allocation, Series 7, Fixed Annuities, 401k, Asset Managment, Mutual Funds, Financial Advisory, 401k Rollovers, IRAs, Insurance, Investment Strategies, Financial Goals, Wealth Accumulation
Education
Iowa State University 1985 — 1989
Ameriprise Financial Services, Inc. July 2005 - Present
Ameriprise Financial 2004 - Present
Education
Ithaca College 1998 — 2002
BS, Sport Management/ Finance
Wells Fargo July 2013 - Present
Wells Fargo April 2010 - August 2013
Wachovia, A Wells Fargo Company April 2009 - April 2010
Ameriprise Financial April 2006 - March 2009
Skills
Public Speaking, Coaching, Management, Training, Leadership Development, Investments, Retail, Employee Training, Staff Mentoring, Team Building, Team Leadership, Leadership, Consulting, Customer Service, Sales, Marketing, Financial Services, PowerPoint, Microsoft Excel, Outlook, Public Relations, Banking
Education
Colorado State University 2011 — 2015
Masters, Adult Education and Human Resource Studies
James Madison University 2003 — 2006
BS, Communication Studies
BayOne Solutions March 2015 - Present
Ameriprise Financial November 2010 - March 2015
CXI September 2006 - November 2010
Manpower India January 2006 - September 2006
Skills
Benefits Negotiation, Recruiting, Screening Resumes, Applicant Tracking..., Vendor Management, Employee Relations, Resource Management, College Recruiting, Performance Management, IT Recruitment, HR Consulting, Onboarding, Employee Engagement, Temporary Placement, Team Management, Process Improvement, Information Technology, Management, Leadership, SDLC, Training, Staff Augmentation, Interviews, Permanent Placement, Outsourcing, CRM, Consulting, Personnel Management, HRIS, Talent Acquisition
Education
Institute of Management Studies (IMS) 2004 — 2006
MBA, HR & Marketing
Kendriya Vidyalaya
Kendriya Vidyalaya
Stericycle Communication Solutions April 2015 - Present
Stericycle Communication Solutions August 2013 - April 2015
Stericycle Communication Solutions April 2012 - August 2013
Stericycle May 2009 - April 2012
AXA Advisors November 2008 - May 2009
Ameriprise Financial August 2007 - August 2008
Daily Vidette January 2006 - May 2007
Skills
Salesforce.com, Sales Operations, Call Center, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Sales, CRM, Forecasting, Strategic Planning, Contract Negotiation, Healthcare, Account Management, Customer Service, Leadership, Time Management, Call Centers, Management, Microsoft Office, Access, Training
Education
Roosevelt University 2011 — 2013
MBA, Marketing
Illinois State University 2003 — 2007
Bachelor of Science, Finance
University of the West of England 2006 — 2006
Marketing/Economics
Ameriprise Financial Services , Inc. office of Shawn Bumgardner August 2005 - Present
Ameriprise Financial May 2006 - October 2007
Phillips Service Industries, Inc. January 1986 - January 1999
Sciaky Inc. January 1978 - January 1986
United States Army February 1968 - November 1969
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Series 7, Mutual Funds, Investment Advisory, Financial Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Financial Services, Estate Planning, Fixed Annuities, Wealth, Asset Management, Series 63, Securities, Equities
Education
Keller Graduate School of Management of DeVry University 1978 — 1986
MBA, Finance and Marketing
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
Kalamazoo College September 2012 - June 2013
Kalamazoo College September 2010 - June 2013
Towers Watson May 2012 - August 2012
Janney Montgomery Scott September 2011 - December 2011
United Actuarial Services, Inc. June 2011 - August 2011
Ameriprise Financial June 2010 - July 2010
Skills
Programming, Actuarial Science, Strategic Consulting, R, Statistics, Quantitative Analytics, Data Analysis, Microsoft Excel, Research, PowerPoint, Mandarin, Microsoft Office, Access, Critical Thinking, Matlab, VBA, Financial Modeling, Analysis, Finance
Education
Kalamazoo College 2009 — 2013
BA, Math, Computer Science, Business
Shanghai high school 2006 — 2009
Advantage Financial Group, LLC April 2011 - Present
Edward Jones July 2007 - April 2011
Ameriprise Financial 2006 - 2007
Skills
Asset Management, Financial Planning, Wealth Transfer, 401k, 401k Rollovers, Retirement Income..., Wealth Accumulation, IRA Rollovers
Education
Indiana State University - School of Business
Finance
GoHealth June 2012 - Present
Rockstar Funds September 2010 - Present
Fintegra Financial April 2010 - September 2010
Ameriprise Financial August 2008 - April 2010
LPL December 2004 - August 2008
UBS Wealth Management February 2002 - December 2004
Morgan Stanley Dean Witter January 1998 - January 2002
Skills
Account Management, Strategic Planning, Start-ups, Management, Business Planning, Marketing Strategy, Sales Operations, Sales, Forecasting, Direct Marketing, Investments, Selling, Insurance, Customer Service, Cold Calling, Customer Retention, P&L Management, Finance, Leadership, New Business Development, Direct Sales, CRM, Marketing, Sales Process, Sales Management, Business Development, Salesforce.com, Team Building, Strategy, Coaching, Public Speaking, B2B, Training, Sales Presentations, Recruiting, Contract Negotiation, Team Leadership, Microsoft Office
Education
Judson University
BA, Education
Randstad September 2014 - Present
Randstad August 2011 - September 2014
Dominion Enterprises May 2010 - August 2010
State Street December 2005 - July 2009
Ameriprise Financial 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Forecasting, Valuation, Strategic Planning, Competitive Analysis, Finance, Analytics, Business Strategy, Corporate Finance, Analysis, Data Analysis, Financial Reporting, Mergers & Acquisitions, Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Corporate Innovation, and Decision Sciences
University of Kansas 2000 — 2004
Business Administration, Chemistry
Ameriprise Financial September 2007 - Present
Rick's Place 2011 - Present
Ameriprise Financial April 2006 - September 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA, Management / Finance
University of Connecticut
Bachelors
AppNexus March 2015 - Present
AppNexus March 2013 - Present
VivaKi Nerve Center October 2012 - March 2013
VivaKi Nerve Center May 2010 - November 2012
Team Detroit September 2009 - May 2010
Team Detroit August 2008 - October 2009
Tax Management Associates May 2006 - July 2008
Ameriprise Financial June 2005 - September 2005
Skills
Google Analytics, Access, Omniture, Analysis, SEM, Digital Media, Data Analysis, Microsoft Excel, Microsoft Word, comScore, WordPress, Web Analytics, Digital Marketing, DoubleClick, Advertising, PowerPoint, Microsoft SQL Server, Demand Side Platform, Team Leadership, Career Development, Project Management, Critical Thinking, Mathematics, Education, SAS, R, DFA, Atlas, Vindico, SQL, MySQL, Python, Pandas, Linux, Display Advertising, Analytics, Digital Strategy, Online Advertising
Education
Kalamazoo College 2001 — 2005
Bachelor of Arts, Mathematics
INTERACTIVIZE January 2012 - Present
Lead to Conversion, LLC. January 2011 - December 2011
The Adcom Group January 2010 - December 2010
Rosetta Marketing (Formerly Brulant, Inc.) February 2007 - December 2009
Ameriprise Financial August 2004 - January 2007
Premier Lawn and Landscape Services, LLC March 1999 - July 2004
Skills
Google Adwords, Microsoft Office, PPC, SEM, Keyword Research, Online Advertising, MSN AdCenter, Search Advertising, Interactive Marketing, Yahoo Search Marketing, Search, Keyword Analysis, Campaign Management, Analytics, Optimization, Google Analytics, Conversion Optimization, E-commerce, Mobile Search, Online Lead Generation, Online Branding, Web Analytics, Digital Marketing, Web Design, SEO, Email Marketing, Search Analysis, Website Development, Omniture, Display Advertising, Social Media Marketing, Digital Media, Facebook, Affiliate Marketing, Customer Acquisition, Advertising, Mobile Marketing, CRM, Digital Strategy, Brand Management
Education
John Carroll University 2001 — 2004
Bachelor of Science in Business Administration, Finance and Economics
Xavier University 2000 — 2001
Business, Business
Walsh Jesuit 1996 — 2000
High School Diploma, General Studies
St. Sebastian
CBRE November 2012 - Present
Ameriprise Financial January 2004 - November 2012
M&S Ventures July 2002 - October 2004
Wells Fargo January 2000 - January 2002
Skills
Accounting, Accounts Receivable, Asset Management, Budgets, Business Analysis, Cash Management, Credit, FINRA, Finance, Financial Analysis, Insurance, Investments, Leadership, Management, Mutual Funds, Portfolio Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2009
Masters, Accounting and Finance
Marquette University 1992 — 1996
B.S, Business
Hopkins High School
Strivent Consulting March 2015 - Present
RBA Consulting July 2010 - Present
Target October 2011 - May 2013
Target; Bergquist, Concho Resources (Multiple clients & Industries) 2011 - January 2013
Ameriprise Financial December 2010 - July 2011
Logistics International September 2010 - December 2010
HBFuller August 2010 - September 2010
Strivent Consulting 2008 - 2010
Moneygram Intl - EPMO 2008 - 2009
Strivent Consulting (IC), Born/Fujitsu, Accenture (Andersen Consulting) 1994 - April 2007
Skills
IT MANAGEMENT CONSULTING, PROJECT MANAGEMENT &..., PORTAL TECHNOLOGIES &..., Business Process..., IT Strategy, Business Strategy, Change Management, Project Portfolio..., Information Architecture, Knowledge Management, Governance, Organizational Learning, Communities Of Practice, Document Management, Portals, Consultancy, PMO, SDLC, CMMI, PMP, Project Management, Enterprise Software, Consultants, Management Consulting, Program Management, Vendor Management, Community of Practice, Project Planning, Leadership, Process Improvement, Risk Management, Strategy, Software Development, MS Project, Project Delivery, Management, Consulting, Business Process, Enterprise Architecture, Business Intelligence, Requirements Analysis, Analysis, Software Project..., Requirements Gathering, Business Analysis, IT Management
Education
Accenture, Iowa State University
Iowa State University
Bachelor of Science (BS), Business/Managerial Economics, Computer Science
Ameriprise Financial Services, Inc. October 2014 - Present
Wells Fargo Advisors, LLC May 2013 - October 2014
Ameriprise Financial July 2009 - May 2013
Wells Fargo Advisors December 2006 - July 2009
Waddell & Reed June 1999 - April 2005
Skills
Series 7, Insurance, Series 66, Financial Planning, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Investments, Long-term Care, Estate Planning, Investment Strategies, Series 63, Series 65, 401k Rollovers, Series 6, Life Insurance, Personal Financial..., Securities, Wealth, Portfolio Management, FINRA, Uniform Combined State..., Saving for Education, 401k, Asset Management, Finance, Financial Services, Strategic Financial..., Variable Annuities, IRAs, Financial Planners
Education
Joliet Junior College 2008 — 2013
Associate of Arts (AA), Psychology, 4.0
First Data Corporation October 2014 - Present
ActiveHealth April 2014 - Present
Wolters Kluwer May 2011 - April 2014
American Express January 2010 - April 2011
American Express September 2006 - January 2010
American Express January 2004 - September 2006
Ameriprise Financial February 2001 - December 2003
Avendus Advisors May 2000 - January 2001
CIGNEX Datamatics 2001 - 2001
Deloitte Consulting June 1998 - April 2000
Skills
Financial Modeling, Cross-functional Team..., Forecasting, Pricing, Corporate Finance, Financial Services, Program Management, Banking, Management, Analytics, Investment Banking, Strategy, Business Strategy, Equities, Investments, Finance, Business Analysis, Credit Cards, Mergers & Acquisitions, Business Transformation, Strategic Planning
Education
Indian Institute of Management, Lucknow 1996 — 1998
MBA, Finance
Indian Institute of Technology, Roorkee 1991 — 1995
B Tech, Electrical
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial August 2006 - January 2012
Evalueserve March 2005 - August 2005
Skills
Strategic Financial..., Financial Services, Relationship Management, Financial Analysis, Analytics, Business Analysis, Retirement Planning, Valuation, Analysis, Marketing
Education
International College for Financial Planning 2005 — 2006
Post Gradutae Diploma in Financial Planning, Financial Planning and Services
Jamia Millia Islamia 2000 — 2003
Bachelors in International Business & Finance, International business, Marketing, Financial Management, Economics
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Bank, FSB January 2007 - December 2012
Ameriprise Financial August 2005 - March 2007
American Express June 2000 - July 2005
American Express, JPAA July 1997 - May 2000
American Express January 1996 - July 1997
American Express January 1994 - December 1995
American Express TRS Pakistan January 1992 - December 1993
Education
Karachi University 1984 — 1988
MBA, Finance and Marketing
Ameriprise Financial July 1997 - Present
Portland Community College September 1990 - June 2005
Education
Indiana University Bloomington 1987 — 1989
MBA - Master of Business Administration
University of Puget Sound 1981 — 1985
BA - Bachelor of Arts, Business Administration, Math Minor
Reynolds High School, Troutdale, OR
CN December 2014 - Present
C.H. Robinson May 2013 - December 2014
Navisis Financial December 2011 - May 2013
Ameriprise Financial October 2007 - November 2011
A.G. Edwards & Sons, Inc. August 2002 - October 2007
Lucent Technologies July 2000 - June 2002
Baltimore Orioles, Philadelphia Phillies, San Diego Padres June 1996 - February 2000
Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Financial Advisory, Risk Management, Finance, Life Insurance, IRAs, Tax, Wealth, Series 7, Series 63, Wealth Management, Credit, Series 65, 401k Rollovers, Securities, Fixed Annuities, Insurance, Microsoft Excel, Investment Strategies, Equities, Saving for Education, New Business Development, Financial Analysis, Investor Relations, Marketing, Certified Financial..., Options
Education
Illinois Wesleyan University 1992 — 1996
B.A., Economics
Homewood Flossmoor High School 1988 — 1992
NONE, GED
Cognizant Technology Solutions 2012 - Present
Ameriprise Financial 2005 - Present
Cognizant Technology Solutions 2002 - Present
AET American Express Technologies 2000 - 2005
Silverline Technologies 2001 - 2002
Seranova April 2000 - October 2001
Skills
SDLC, Software Project..., Requirements Analysis, SOA, Global Delivery, Enterprise Architecture, Agile Methodologies, IT Strategy, Business Analysis, Vendor Management, Solution Architecture, Program Management, PMP, Data Warehousing, Business Intelligence, Agile Project Management, Integration, PMO, Resource Management, Project Delivery, Project Portfolio..., Business Process, Requirements Gathering, Visio, ITIL, Software Development, IT Service Management
Education
Karnatak University 1990 — 1994
Bachelor of Engineering (B.E.), Computer Science and Engg.
Loyola College in Vijayawada
Intermediate School
University of Minnesota Law School March 2013 - Present
The University of St. Thomas School of Law August 2009 - March 2013
Ameriprise Financial August 2008 - March 2009
University of Denver February 2001 - July 2008
Education
University of Denver 2003 — 2005
Master's Degree, Applied Communications
Iowa State University 1997 — 2001
BA, Communication Studies
Ameriprise Financial March 2009 - 2009
BI Worldwide May 2008 - October 2008
Hyrian June 2007 - May 2008
Target 2003 - 2007
Education
Iowa State University 1998 — 2002
Ameriprise Financial January 2006 - July 2007
American Express Financial Advisors May 2001 - April 2006
Education
Indiana University-Northwest 1996 — 2000
Bachelors, Business Administration with a Minor in Marketing
Kane & Fischer, Ltd. April 2011 - Present
Fildes & Outland, P.C. November 2009 - Present
H&R Block Financial Advisors September 1986 - October 2009
Ameriprise Financial September 1986 - October 2009
Skills
Legal Research, Series 7, FINRA, Process Improvement, Public Speaking, Mutual Funds, Securities, Legal Writing, Insurance, Vendor Management, Series 24, Leadership, Due Diligence, Strategic Planning, Investment Advisory
Education
Kalamazoo College 1978 — 1982
BA, Political Science
Wells Fargo Advisors May 2014 - Present
Ameriprise Financial May 2010 - May 2014
Riversource Distributors, Inc. April 2008 - May 2010
Transamerica Retirement Management March 2007 - April 2008
Ameriprise Financial Advisors 2005 - 2007
Education
University of Saint Thomas - School of Business 2009 — 2013
MBA, Business
Iowa State University - College of Business 2002 — 2005
BS, Marketing and Management
Iowa State University
Mahtomedi High School
Gold Bracket Sports June 2009 - Present
LarsonAllen June 2007 - January 2009
Piper Jaffray April 2003 - October 2006
Professional Alternatives March 2002 - October 2003
Ameriprise Financial April 1998 - December 2001
HealthPartners June 1992 - December 1997
HealthPartners April 1992 - June 1993
Education
Iowa State University
MS, Personnel Administration
University of North Alabama
B.S., Mathematics
YA Engage 2015 - Present
Scholarship America 2014 - 2015
Datacard 2011 - 2014
Target 2011 - 2011
Fair Isaac 2006 - 2011
Ameriprise Financial 2005 - 2006
Navitaire/Accenture 1999 - 2005
American Express Financial Advisors 1996 - 1999
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
MBA
University of Minnesota - Carlson School of Management 1991 — 1996
BSB, Finance
Endeavor Consulting, Inc June 2000 - Present
Archdiocese of Saint Paul and Minneapolis April 2012 - March 2014
Ameriprise Financial July 2010 - April 2012
Endeavor Consulting, Inc. June 2000 - August 2010
American Express Financial Advisors October 1996 - June 2000
First Bank System June 1987 - October 1996
Skills
Strategy, Leadership, Strategic Planning, Financial Services, Management Consulting, Marketing, Marketing Strategy, Management, Mutual Funds, Media Relations, Financial Advisory, Retirement Planning, Finance, Public Relations, Project Management, Series 7, Financial Analysis, Wealth Management, Cross-functional Team..., Product Development, Series 63, Analytics, Investment Advisory, Brand Development, Investments, Asset Allocation, Business Excellence, Trusted Business Advisor
Education
University of Minnesota - Carlson School of Management 1988 — 1994
MBA, Strategic Marketing
Kansas State University 1982 — 1987
BS, Marketing and Finance
Archbishop Harry J. Flynn Catechetical Institute 2009 — 2011
Class of St. John Vianney, Catechism of the Catholic Church
Ameriprise Financial
Skills
Business Analysis, Equities, Mutual Funds, Financial Services, Process Improvement, Wealth Management, Series 7, Securities
Education
Iowa State University 1984 — 1988
BBA, Finance
Iowa State University - College of Business 1984 — 1988
BT/INS January 2009 - Present
Virteva Consulting October 2006 - January 2009
Ameriprise Financial 2006 - 2007
Netco Government Services October 2004 - October 2006
Qwest Communications May 2001 - September 2004
Netigy August 2000 - May 2001
Comdisco November 1996 - August 2000
ING Advisors Network November 1985 - November 1996
norwest information services April 1981 - April 1984
Skills
Disaster Recovery, Troubleshooting, Data Center, Cisco Technologies, WAN, Network Security, Network Design, Security, VoIP, Managed Services, IT Strategy, Unified Communications, LAN-WAN, Enterprise Architecture, Firewalls
Education
Indiana University Bloomington 1976 — 1978
AA, Business
A+ Tutoring Service Ltd August 2009 - Present
Volt Technical Resources December 2010 - Present
Ajilon Finance Solutions October 2008 - February 2009
Ameriprise Financial 2006 - 2008
Ameriprise Financial 1997 - 2006
American Red Cross 1986 - 1989
Skills
Vendor Management, Process Improvement, Leadership, Financial Services, Business Analysis, Program Management, Cross-functional Team..., Customer Service, Training, Administrative..., Visio, Management, Recruiting, Access
Education
Iowa State University 1972 — 1976
BA, Jounalism/Mass Communications & English Education
Ameriprise Financial Sr Business Systems AnalystAmeriprise Financial Services, Inc.1986 - Present
Education
Inver Hills Community College
Vista Outdoor Inc. June 2015 - Present
Xcel Energy January 2013 - May 2015
Best Buy June 2012 - December 2012
Carlson April 2012 - June 2012
Ameriprise Financial March 2011 - March 2012
ACYHA 2007 - June 2011
Labrador January 2011 - March 2011
Buffalo Solutions Group LLC May 2010 - January 2011
Hyrian March 2008 - December 2008
Minnesota National Guard September 2005 - December 2007
Skills
Sourcing, Recruitment/Retention, Project Planning, Internet Recruiting, Strategic Planning, Strategic Sourcing, Interviewing, Organizational..., PeopleSoft, Applicant Tracking..., Leadership, Strategy, Interviews, Talent Management, Recruiting, Program Management, Human Resources, Screening Resumes, Employee Benefits, Onboarding, HRIS, Screening, Cold Calling, Hiring, Negotiation, Training, Sales, Temporary Placement, Management, Talent Acquisition, Start-ups, Executive Search, Career Development, College Recruiting, Consulting, Employee Relations, Taleo, Technical Recruiting, Workforce Planning
Education
Indiana University—Purdue University Fort Wayne 1989 — 1991
Associates, Graphic art and Design
Wells Fargo April 2013 - Present
Toyota Financial Services November 2010 - April 2013
Wells Fargo April 2009 - October 2010
Ameriprise Financial December 2005 - March 2009
NYSE March 2004 - December 2005
MITI 2004 - 2005
Tata April 2002 - March 2004
Skills
Data Modeling, Data Warehouse..., SAS, Project Management, Architecture, Metadata Management, Enterprise Software, Business Intelligence..., Data Warehousing, Information Architecture, Business Intelligence, ETL, Agile Methodologies, Architectures, Enterprise Architecture, Informatica, Data Integration
Education
Jawaharlal Nehru Technological University 1996 — 2000
BTECH, Computer Science
AB Bernstein May 2015 - Present
AB Bernstein September 2013 - May 2015
AB Bernstein March 2011 - September 2013
AB Bernstein June 2008 - March 2011
Ameriprise Financial 2007 - 2008
Summit Credit Union 2005 - 2007
Cross College Advising Service 2004 - 2007
Skills
Series 7, Series 63, Wealth Management, Marketing, Alternative Investments, Asset Managment, Investment Advisory, Asset Allocation, Finance, Mutual Funds, Asset Management
Education
University of Wisconsin-Madison 2001 — 2005
Bachelor’s Degree, Sociology, Marketing Management, Mass Communications and Consumer Finance
Imperial College London
Apple Inc. February 2010 - Present
The Coca-Cola Company September 2008 - January 2010
Satyam Computer Services Ltd. March 2007 - January 2010
Palm August 2007 - August 2008
Applied Materials March 2007 - July 2007
Ameriprise Financial June 2006 - February 2007
Cognizant Technology Solutions July 2003 - February 2007
Nestle USA September 2005 - May 2006
PCS Technology Ltd. October 2004 - August 2005
Artwright Technology Sdn Bhd, Kuala Lumpur January 2004 - September 2004
Education
Indian Institute of Management, Calcutta 1996 — 1998
MBA
Jadavpur University 1987 — 1991
B.E., Electrical Engineering
Ameriprise Financial Administrative AssistantAmeriprise FinancialSeptember 2006 - Present
Education
Jefferson Community College 1992 — 1993
Early Childhood Education
Shelby County High School 1986 — 1989
Lone Oak High School 1985 — 1986
ePlus inc. June 2014 - Present
ePlus April 2013 - June 2014
ePlus Technology April 2011 - April 2013
BB&T April 2010 - April 2011
Ameriprise Financial January 2008 - February 2010
Skills
Customer Service, Microsoft Excel, Risk Management, Microsoft Word, Microsoft Office, Investments, Wealth Management, Strategic Financial..., Sales, Strategic Planning, Process Improvement, Marketing, Account Management, Budget, Forecasting
Education
James Madison University - College of Business 2005 — 2007
BS, Business Management
Fidelity Bank October 2012 - Present
NVR, Inc. September 2011 - September 2012
Republic Title, Inc. January 2009 - August 2011
Ameriprise Financial January 2008 - December 2008
Skills
Employee Stock Options, Wealth Management, Uniform Combined State..., Strategic Financial..., Series 7, Retirement Planning, 401k Rollovers, Financial Goals, Estate Planning, Fixed Annuities, Retirement, College Savings Plans, Customer Service, Financial Planning, Real Estate, Refinance, Sales
Education
James Madison University 2001 — 2005
Sociology
Human Solutions, Inc. November 2014 - Present
Survitec Group Ltd. March 2014 - June 2014
Accion January 2013 - June 2013
Credit Builders Alliance 2011 - 2013
Ameriprise Financial 2008 - 2010
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2006 - 2007
Resource Planning Group, Inc. 2003 - 2006
Skills
Leadership, Finance, Credit, Business Planning, Training, Public Speaking, Project Management, Strategic Planning, Sales, Non-profit Leadership, Loans, Banking, Analysis, Salesforce.com, Portfolio Management, Management, Program Management, Strategy, Grant Writing, Email Marketing, Product Marketing, Quantitative Research, Conducting Interviews, Financial Services, Microfinance, Nonprofits, Logistics, Fundraising, Logistical Planning, CRM, Community Development, Strategic Communications, Business Strategy, Business Development, Mentoring, Business Process..., Qualitative Analysis, Quantitative Analysis, Team Management
Education
University of Southampton 2013 — 2014
Master of Business Administration (MBA), Valedictorian/Dux
Harvard Business School 2013 — 2013
Strategic Leadership
Iowa State University 2003 — 2006
BLS
The Willow Group December 2014 - Present
Nuveen Investments January 2013 - December 2014
The Willow Group December 2010 - January 2013
Ameriprise Financial November 2008 - October 2010
Ameriprise Financial June 2008 - November 2008
Ameriprise Financial October 2005 - March 2008
American Express Financial Advisors March 2001 - September 2005
American Express Financial Advisors March 1995 - December 2000
Electronic Data Systems July 1989 - March 1995
Skills
Business Analysis, Business Process..., Business Process, Vendor Management, Requirements Gathering, Cross-functional Team..., Project Management, Program Management, Financial Services, Management Consulting, Analysis, Software Documentation, Management, Leadership
Education
Indiana University-Purdue University at Indianapolis 1987 — 1989
B.S., Business and Accounting
Gerber Kawasaki, Inc., A Wealth & Investment Management Firm September 2010 - Present
Kurtzman Carson Consultants LLC June 2009 - September 2010
Ameriprise Financial May 2008 - January 2009
Skills
Retirement Planning, Securities, Strategic Financial...
Education
Loyola Marymount University
BBA, Marketing and Management
Imperial College London
Amherst H. Wilder Foundation May 2012 - Present
Express Scripts November 2011 - April 2012
K Thompson Consulting 2000 - 2012
Wells Fargo 2010 - 2011
Capella University 2009 - 2010
Amherst H. Wilder Foundation September 2008 - September 2009
Ameriprise Financial 2007 - 2008
GMAC ResCap 2006 - 2007
General Mills 1989 - 1995
Skills
SDLC, Vendor Management, PMO, Business Analysis, Project Portfolio..., IT Strategy, Process Improvement, Visio, SharePoint, PMP, Requirements Gathering, Program Management, Business Process..., Business Process
Education
Iowa State University - College of Business 1985 — 1989
BBA, MIS
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Strategic Management
Ameriprise Financial President/OwnerVERTEX REALITY ASSOCIATES2002 - 2006
K&S Industries 1998 - 2001
Phillips Services Industries 1986 - 1997
Phillips Service Industries, Inc. 1986 - 1997
Education
Keller Graduate School of Management of DeVry University
MBA, FINANCE and MARKETING
Niagara University
AAS, MANAGEMENT
State University of New York Empire State College
BS, MANAGEMENT
Ameriprise Financial Services, Inc. January 2012 - Present
Chase Investment Services Corp. July 2009 - January 2012
Ameriprise Financial August 2007 - August 2009
Vector Marketing 2003 - 2006
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance and Mathematics
Ameriprise Financial Services, Inc. April 2011 - April 2014
NOVON Consulting February 2007 - August 2007
Ameriprise Financial November 1993 - August 2006
Skills
Requirements Gathering, SDLC, Process Improvement, Business Analysis, Business Requirements, Requirements Analysis, PMO, Vendor Management, Project Management, Visio, Business Process
Education
Inver Hills Community College
Ameriprise Financial August 2005 - May 2011
Ameriprise Financial Services, Inc. February 2005 - May 2011
Skills
Process Improvement, Vendor Management, Leadership, Change Management, Financial Services, Program Management, Business Process..., Project Management, Series 7, Customer Service
Education
Iowa State University
Iowa State University
Brovold household July 2012 - Present
Northwestern Mutual February 2010 - July 2012
Ameriprise Financial August 2002 - August 2009
La Petite Academy January 1999 - January 2002
Marshall Field's December 1992 - December 1998
Skills
Insurance, Investments, Mutual Funds, Strategic Financial...
Education
Indiana University South Bend 1993 — 1997
Bachelors, Early Childhood Education/Sociology
Saint Mary's College 1992 — 1993
Clay High School
BCR Financial December 2009 - Present
Lincoln Financial Securities Corp. (member SIPC) 2009 - Present
Ameriprise Financial Advisors August 2004 - December 2009
Ameriprise Financial August 2004 - December 2009
Ameriprise 2005 - 2009
Auberle 1995 - 2005
Skills
Series 24, Investments, Retirement Planning, Finance, Series 7, Retirement, Mutual Funds, Asset Allocation, 401k, Financial Planning, Estate Planning, Investment Advisory, Securities, Wealth Management, Asset Management, Insurance, Investment Strategies, Financial Advisory, Personal Financial..., Portfolio Management, Retirement Income..., IRA's, Saving for Education, Long Term Care, Disability Insurance, Charitable Giving, Annuities, Series 66, Insurance Planning, Roth IRA, Wealth, Wealth Preservation..., Wealth Accumulation, Wealth Transfer, Annuity, Wealth Preservation, Financial Advice, Investment Products, CRPC, ETFs, Life Insurance, Investment Management, Separately Managed..., 401k Rollovers, Equities, 529 Plans, Variable Annuities, College Savings Plans, High Net Worth...
Education
Indiana University of Pennsylvania 1993 — 1997
Bachelor
Millstreet Capital Management September 2012 - Present
State Street May 2008 - May 2010
State Street June 2007 - May 2008
Classic Chrysler Center September 2002 - January 2007
Ameriprise Financial May 2006 - August 2006
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BS, Finance, Information Technology
Murry & Moody, Ltd. January 1992 - Present
Ameriprise Financial August 1987 - December 1988
Ameriprise Financial Services, Inc. June 1987 - December 1988
Skills
Boundary Disputes, Expert Witness, Topographic Surveys, boundary surveys, Guest Lecturing, commerical surveying, construction surveying, surveying consultant, Surveying, Building Surveying, Stormwater Management, Subdivisions, Land Development, Platting, Road, Entitlements, AutoCAD, Boundary, Process Scheduler, Zoning, Construction, Municipalities, Legal Descriptions, Civil Engineering, Construction Management, Sustainability, GPS, Highways, Drainage, Water, Site Planning, ALTA Surveys, Site Plans
Education
Indiana University Bloomington 1982 — 1986
Bachelor's Degree, Economics
Enterprise Investment Services May 2012 - Present
Ameriprise Financial Services, Inc. October 2009 - April 2012
Ameriprise Financial 2006 - 2009
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
Bachelor of Business Administration, Finance
SpendSmart Networks, Inc. October 2012 - Present
Financial Consultant May 2011 - October 2012
Fairview Health Services March 2009 - April 2011
Ameriprise Financial September 2006 - March 2009
American Express Financial Advisors April 2001 - September 2006
American Express Financial Advisorsgreater February 2000 - April 2001
American Express Financial Advisors September 1998 - February 2000
American Express Financial Advisors March 1996 - September 1998
Norwest Card Services (cka Wells Fargo Financial) October 1995 - March 1996
IDS Financial Services (cka Ameriprise Financial) December 1993 - October 1995
Skills
Finance, Financial Analysis, Financial Modeling, Forecasting, Accounting, Budgets, Process Improvement, Cash Management, Risk Management, Financial Reporting, Corporate Finance, Banking, Relationship Management, Disaster Recovery, Hospitals, Key Performance..., Leadership, Contract Negotiation, Quality Management, Strategic Planning, Visio, Working Capital..., Financial Accounting, Tax, Balance Sheet, P&L Analysis, SEC, Sarbanes-Oxley Act
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MBA, Finance
Iowa State University 1986 — 1990
BBA, Accounting
Deloitte India (Offices of the US) September 2015 - Present
Deloitte U.S. India offices March 2013 - August 2015
Tata Consultancy Services April 2012 - March 2013
Tata Consultancy Services June 2009 - March 2012
Ameriprise Financial February 2009 - April 2011
Tata Consultancy Services June 2004 - May 2009
Skills
EAI, SOA, WebSphere Message Broker, WebSphere MQ, DataPower, Informatica, Informatica..., TWS, Control-M, XML, XSLT, XPath, Web Services, WSDL, SOAP
Education
Jawaharlal Nehru Technological University 2000 — 2004
BTech, Computer Science and Engineering
Vikas Residential college
sai residential school
Technology Tech ArchitectVirtusa2007 - Present
JPMC 2007 - 2011
Ameriprise Financial 2002 - 2007
Cognizant Technology Solutions 2002 - 2006
BITECH 1995 - 1999
Education
Kakatiya University 1988 — 1992
St. Gabriels 1987 — 1988
Ameriprise Financial Director, Brokerage Phone OperationsAmeriprise Express Financial Advisors2005 - 2009
American Express Financial Advisors August 2001 - 2005
American Express Financial Advisors 1999 - 2001
Education
University of Saint Thomas - School of Business
MBA
Indiana University Bloomington 1978 — 1982
BA, Psychology & Finance
Hinsdale Central High School 1974 — 1978
Ameriprise Financial September 1994 - Present
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Isenberg School of Management, UMass Amherst
Bachelors Degree, Management
Mount Wachusett Community College
Associates Degree, Business
Ameriprise Financial February 1995 - Present
Education
Iowa State University 1989 — 1993
BS, FRM & Consumer Science
KPMG June 2015 - Present
Ryan & Wetmore, PC September 2014 - June 2015
Buffalo Bisons May 2011 - June 2014
ProCamps Worldwide February 2010 - May 2011
Buffalo Bisons May 2010 - August 2010
EagleBank Bowl Game September 2009 - December 2009
Ameriprise Financial June 2005 - July 2009
Skills
Tickets.com, Filemaker Pro, Microsoft Office, Spanish, Sports Marketing, Event Management, Sports, Facebook, Event Planning, Social Media, Social Media Marketing, PowerPoint, Public Relations, Microsoft Excel, Sponsorship, Sports Management, Advertising, Microsoft Word, Public Speaking, Customer Service, Ticket Sales, Outlook, Marketing, Photoshop, Social Networking, Fundraising, Press Releases
Education
The George Washington University 2014 — 2015
Master's degree, Accounting
The George Washington University - School of Business 2009 — 2011
Business Administration, Sports Management
Ithaca College 2007 — 2008
Finance, International Business
Comcast October 2011 - Present
Ameriprise Financial August 2010 - October 2011
Central Piedmont Community College November 2009 - August 2010
Central Piedmont Community College November 2009 - August 2010
Best Buy October 2008 - July 2010
Johnson C. Smith University November 2006 - December 2009
GE June 2009 - August 2009
Skills
Software Quality..., Software Development..., Agile & Waterfall..., Quality Center, ALM, XP, Troubleshooting, Databases
Education
Johnson C. Smith University 2005 — 2010
Bachelor of Science, Computer Engineering
Johnson C. Smith University - JCSU 2005 — 2010
Bachelor of Science, Computer Engineering
CTS Onsite Client LeadThe McGraw-Hill Companies2009 - 2011
Cognizant Technology Solutions 2005 - 2010
Ameriprise Financial 2005 - 2009
Skills
Software Development, Agile Methodologies, Integration, Struts, Web Applications, Management, Java Enterprise Edition, SDLC, Requirements Analysis, Web Services, Vendor Management, Microsoft SQL Server, Oracle
Education
Jawaharlal Nehru Technological University 2001 — 2005
Btech
Northwestern Mutual May 2011 - Present
Northwestern Mutual December 2009 - May 2011
Ameriprise Financial September 2007 - December 2009
Education
The University of Kansas 2006 — 2009
Bachelor of Science, Finance and International Business
Iowa State University 2005 — 2006
Pre-Architecture
Ameriprise Financial December 2011 - Present
Skills
Certified Financial..., Certified Fund..., Chartered Retirement...
Education
Institute of Business and Finance 1998 — 2002
Master of Science in Financial Services, Finance and Financial Management Services
University of Mobile 1989 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University-Northwest 1973 — 1976
Bachelor's degree, Business, Management, Marketing, and Related Support Services