Ameriprise Financial

Industry: Financial services company

Description

Ameriprise 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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4,651 Ameriprise Financial employees in database. Find out everything there's to know about Ameriprise Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Employees

Employee
Years
Job
Industry
Geoff Lemoine Geoff Lemoine San Diego, California Details
Geoff Lemoine's Ameriprise Financial Experience December 2010 - Present
Job Field Operations Team Leader at Ameriprise Financial
Industry Financial Services
Experience
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

VinodKumar AV VinodKumar AV San Francisco Bay Area Details
VinodKumar AV's Ameriprise Financial Experience November 2005 - December 2006
Job Lead Solution Engineer at Vendavo Inc
Industry Computer Software
Experience
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

Patricia Koogler, CPA Patricia Koogler, CPA Waynesboro, Virginia Details
Patricia Koogler, CPA's Ameriprise Financial Experience 1994 - Present
Job Owner and Financial Advisor, A Platinum Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   1994 - Present
Marriott Corporation  1979 - 1994

Education
James Madison University   1981 — 1985
BBA, Accounting

Sunil Rajpurohit, CFA Sunil Rajpurohit, CFA Greater Minneapolis-St. Paul Area Details
Sunil Rajpurohit, CFA's Ameriprise Financial Experience October 2005 - June 2014
Job Senior Strategy, Finance & Operations Executive
Industry Management Consulting
Experience
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

Kama Schilson Kama Schilson San Antonio, Texas Area Details
Kama Schilson's Ameriprise Financial Experience 2007 - November 2012
Job Vice President & Chief Underwriter at Government Personnel Mutual (GPM) Life
Industry Financial Services
Experience
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

Jamey Olsen Jamey Olsen Minneapolis, Minnesota Details
Jamey Olsen's Ameriprise Financial Experience July 2007 - July 2008
Job User Experience Architect
Industry Online Media
Experience
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

Dao Khanh Dao Khanh Minneapolis, Minnesota Details
Dao Khanh's Ameriprise Financial Experience April 2013 - October 2013
Job Tax Intern at U.S. Bank
Industry Accounting
Experience
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

Darcy Barker Darcy Barker Richmond, Indiana Details
Darcy Barker's Ameriprise Financial Experience November 2012 - Present
Job Executive Administrative Assistant at Bilitz Keele & Associates
Industry Financial Services
Experience
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

Jeremiah Thompson Jeremiah Thompson Greater Atlanta Area Details
Jeremiah Thompson's Ameriprise Financial Experience May 2004 - January 2012
Job Vice President, Private CFO at oXYGen Financial Inc. / Financial Advisor for CEO's
Industry Financial Services
Experience
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

Alfred Loomer, CFP®,CRPS®, MST Alfred Loomer, CFP®,CRPS®, MST East Hartford, Connecticut Details
Alfred Loomer, CFP®,CRPS®, MST's Ameriprise Financial Experience 1998 - 2000
Job
Industry Financial Services
Experience
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

Brea Turner, MBA Brea Turner, MBA Hutchinson, Kansas Details
Brea Turner, MBA's Ameriprise Financial Experience August 2006 - August 2009
Job Executive Director Brookdale Senior Living
Industry Hospital & Health Care
Experience
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

Eric Grawe Eric Grawe Greater Chicago Area Details
Eric Grawe's Ameriprise Financial Experience February 2006 - April 2006
Job Account Manager at Truven Health Analytics
Industry Information Technology and Services
Experience
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

Brian Hensel Brian Hensel Greater Minneapolis-St. Paul Area Details
Brian Hensel's Ameriprise Financial Experience October 2010 - August 2013
Job Fund Accountant at Columbia Management
Industry Financial Services
Experience
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

Michael Angier, CFP® Michael Angier, CFP® Reno, Nevada Details
Michael Angier, CFP®'s Ameriprise Financial Experience March 1998 - Present
Job Financial Advisor at Bickford Angier & Assoc a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Ann Eilander Ann Eilander Houston, Texas Area Details
Ann Eilander's Ameriprise Financial Experience March 2005 - January 2006
Job Regional Vice President at Columbia Threadneedle Investments
Industry Investment Management
Experience
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

Tate Running Tate Running Greater Minneapolis-St. Paul Area Details
Tate Running's Ameriprise Financial Experience October 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Victoria Hume Victoria Hume Cleveland, Ohio Details
Victoria Hume's Ameriprise Financial Experience April 2015 - August 2015
Job Summer Intern at Ameriprise Financial
Industry Individual & Family Services
Experience
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

John E. Baker CFP, CLU, APMA, ChFC, CPCU John E. Baker CFP, CLU, APMA, ChFC, CPCU Erie, Pennsylvania Details
John E. Baker CFP, CLU, APMA, ChFC, CPCU's Ameriprise Financial Experience April 2013 - Present
Job Financial Advisor at Kingdom Financial Group a financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Brandon Mather Brandon Mather San Diego, California Details
Brandon Mather's Ameriprise Financial Experience August 2009 - August 2009
Job Regional Marketing Associate at Dunham & Associates
Industry Financial Services
Experience
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

Cecilia Garcia, CFP(r) Cecilia Garcia, CFP(r) Houston, Texas Area Details
Cecilia Garcia, CFP(r)'s Ameriprise Financial Experience June 2005 - January 2009
Job Associate Financial Advisor at Begay & Associates a private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
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

Doug Schwab Doug Schwab Orange County, California Area Details
Doug Schwab's Ameriprise Financial Experience May 1998 - December 2005
Job Relationship Manager
Industry Investment Management
Experience
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

Jared Gudenkauf Jared Gudenkauf Kansas City, Missouri Area Details
Jared Gudenkauf's Ameriprise Financial Experience April 2003 - February 2011
Job Vice President & Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Rae Cartee Rae Cartee Indianapolis, Indiana Details
Rae Cartee's Ameriprise Financial Experience January 2005 - March 2007
Job Senior Correspondent at a broker dealer downtown
Industry Financial Services
Experience
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

Vikrant Colaso Vikrant Colaso Washington D.C. Metro Area Details
Vikrant Colaso's Ameriprise Financial Experience November 2010 - March 2011
Job Banking & Capital Markets Advisory Consultant
Industry Financial Services
Experience
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

Dylana Hopler CFP CRPC Dylana Hopler CFP CRPC Orlando, Florida Area Details
Dylana Hopler CFP CRPC's Ameriprise Financial Experience April 2008 - June 2013
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jessica Dawson Jessica Dawson Chicago, Illinois Details
Jessica Dawson's Ameriprise Financial Experience July 2005 - January 2007
Job Consultant at Gallup | Talent & Performance Management| Employee Engagement| Leadership & Organizational Effectiveness
Industry Management Consulting
Experience
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

James Kvam James Kvam Orlando, Florida Area Details
James Kvam's Ameriprise Financial Experience 2010 - 2012
Job Senior Business Analyst Partners Federal Credit Union / The Walt Disney Company
Industry Information Technology and Services
Experience
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

Jennifer Simon Jennifer Simon Greater Minneapolis-St. Paul Area Details
Jennifer Simon's Ameriprise Financial Experience 2007 - May 2011
Job Chief Operating Officer at AI Insight
Industry Financial Services
Experience
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

Joseph Knaus Joseph Knaus Scranton, Pennsylvania Area Details
Joseph Knaus's Ameriprise Financial Experience July 2011 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
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

Christopher Guzikowski Christopher Guzikowski Portsmouth, New Hampshire Details
Christopher Guzikowski's Ameriprise Financial Experience 2000 - February 2009
Job People Leader, Operations Director, Professional Musician
Industry Financial Services
Experience
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

Randy Delfel Randy Delfel Greater Minneapolis-St. Paul Area Details
Randy Delfel's Ameriprise Financial Experience October 1999 - March 2000
Job IT Network and Server Specialist
Industry Information Technology and Services
Experience
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

Michael Prendergast Michael Prendergast Greater Chicago Area Details
Michael Prendergast's Ameriprise Financial Experience June 2012 - Present
Job Managing Director, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Colby Vlietstra Colby Vlietstra Visalia, California Details
Colby Vlietstra's Ameriprise Financial Experience March 2007 - May 2008
Job Assistant Account Manager at HUB International
Industry Insurance
Experience
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

Fredric Weiner Fredric Weiner Greater New York City Area Details
Fredric Weiner's Ameriprise Financial Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Jessica McCurdy, CFP, CDFA Jessica McCurdy, CFP, CDFA San Francisco Bay Area Details
Jessica McCurdy, CFP, CDFA's Ameriprise Financial Experience October 2003 - August 2007
Job Founder at Nurtured Wealth
Industry Financial Services
Experience
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

Hana Souther Hana Souther Greater Minneapolis-St. Paul Area Details
Hana Souther's Ameriprise Financial Experience November 2010 - Present
Job Financial
Industry Financial Services
Experience
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

Carolyn Rozman Abel Carolyn Rozman Abel Greater Minneapolis-St. Paul Area Details
Carolyn Rozman Abel's Ameriprise Financial Experience 2006 - 2007
Job Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
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

Michael Freeland Michael Freeland Indianapolis, Indiana Details
Michael Freeland's Ameriprise Financial Experience 2008 - 2009
Job Family Service Counselor/Preplaning Consultant
Industry Consumer Services
Experience
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

Andrea Wine Andrea Wine Washington D.C. Metro Area Details
Andrea Wine's Ameriprise Financial Experience August 2001 - August 2002
Job Branch Sales Manager / Sr. Mortgage Originator at McLean Mortgage Corp. Licensed in MD, VA, DC, DE, PA, NC, SC, FL
Industry Real Estate
Experience
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

Krystle Johnson Krystle Johnson Richmond, Virginia Details
Krystle Johnson's Ameriprise Financial Experience April 2010 - May 2011
Job Administrative Resident at Iggbo
Industry Hospital & Health Care
Experience
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

Mike Link CFP, CRPC Mike Link CFP, CRPC Hutchinson, Kansas Details
Mike Link CFP, CRPC's Ameriprise Financial Experience July 2006 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 2006 - Present

Education
Kansas State University   1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Blake A. Lewis Blake A. Lewis Richmond, Virginia Area Details
Blake A. Lewis's Ameriprise Financial Experience August 2006 - May 2009
Job Investment Counselor at BB&T Investment Services
Industry Financial Services
Experience
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

John Patsy, CFP®, RICP® John Patsy, CFP®, RICP® Greater New York City Area Details
John Patsy, CFP®, RICP®'s Ameriprise Financial Experience 2007 - 2009
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
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

Jared Scholl, CFP®, CLU® Jared Scholl, CFP®, CLU® Greater Pittsburgh Area Details
Jared Scholl, CFP®, CLU®'s Ameriprise Financial Experience February 2002 - Present
Job Financial Advisor at Ameriprise Financial with the practice of Kiersten McCort
Industry Financial Services
Experience
Ameriprise Financial   February 2002 - Present

Education
American College   2006 — 2011
CFP(R), CLU(R), Finance

Indiana University of Pennsylvania   1998 — 2002
Bachelors, Finance

James Hiter James Hiter Charlottesville, Virginia Area Details
James Hiter's Ameriprise Financial Experience 2004 - Present
Job Franchise Field Vice President at Ameriprise Financial
Industry Financial Services
Experience
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

Matthew Kardesch CFP Matthew Kardesch CFP Houston, Texas Area Details
Matthew Kardesch CFP's Ameriprise Financial Experience 1993 - Present
Job Private Wealth Advisor, Kardesch & Associates, an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
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

Lisa Puttick Lisa Puttick Jacksonville, Florida Area Details
Lisa Puttick's Ameriprise Financial Experience 1999 - Present
Job Financial Advisor and Certified Financial Planner™ at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   1999 - Present

Education
Jacksonville University   1990 — 1994
BA

Jason Rush Jason Rush Kokomo, Indiana Area Details
Jason Rush's Ameriprise Financial Experience May 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   May 2004 - Present

Education
Indiana University Kokomo   1999 — 2002
Bachelors of Science in Business, Finance and Economics

Ofir Maman, MBA Ofir Maman, MBA Greater Philadelphia Area Details
Ofir Maman, MBA's Ameriprise Financial Experience January 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Joe Stamilio Joe Stamilio Houston, Texas Details
Joe Stamilio's Ameriprise Financial Experience April 2007 - November 2009
Job Executive Director, Lone Star Corporate
Industry Education Management
Experience
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

Marissa Lopez, MBA Marissa Lopez, MBA Greater New York City Area Details
Marissa Lopez, MBA's Ameriprise Financial Experience June 2009 - May 2010
Job Senior Account Manager at Informa Investment Solutions
Industry Financial Services
Experience
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

Katie Libbe, CRPC® Katie Libbe, CRPC® Greater Minneapolis-St. Paul Area Details
Katie Libbe, CRPC®'s Ameriprise Financial Experience 1992 - 2007
Job Vice President Consumer Marketing and Solutions at Allianz Life
Industry Financial Services
Experience
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

John Mirabile, MBA John Mirabile, MBA Greater New York City Area Details
John Mirabile, MBA's Ameriprise Financial Experience August 2005 - Present
Job Financial Advisor & Managing Director at Ameriprise Financial
Industry Financial Services
Experience
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

Jeffrey Ruffing Jeffrey Ruffing Greater Pittsburgh Area Details
Jeffrey Ruffing's Ameriprise Financial Experience February 2002 - March 2007
Job Financial Advisor, Financial Services Rep. at MetLife Premier Client Group Tristate Partners, an office of MetLife
Industry Financial Services
Experience
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.

Stacy Housman Stacy Housman Greater Minneapolis-St. Paul Area Details
Stacy Housman's Ameriprise Financial Experience January 2010 - October 2012
Job Strategic communications and community engagement professional
Industry Public Relations and Communications
Experience
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

Jeanne Evola Jeanne Evola Greater New York City Area Details
Jeanne Evola's Ameriprise Financial Experience February 2006 - Present
Job Business Development Manager at Ameriprise Financial
Industry Financial Services
Experience
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

Jim Frazier Jim Frazier Harrisonburg, Virginia Details
Jim Frazier's Ameriprise Financial Experience August 1987 - February 2010
Job Experienced financial consultant, teacher and creative thinker. Experienced in business planning & budgetting.
Industry Financial Services
Experience
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

Deborah Carroll, PHR Deborah Carroll, PHR Greater Minneapolis-St. Paul Area Details
Deborah Carroll, PHR's Ameriprise Financial Experience January 2005 - March 2009
Job Associate Director Employee Relations for UnitedHealth Group
Industry Human Resources
Experience
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

Rakesh Bharti, MBA, CFP® Rakesh Bharti, MBA, CFP® Greater Detroit Area Details
Rakesh Bharti, MBA, CFP®'s Ameriprise Financial Experience 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Brad Bernstein Brad Bernstein Greater Minneapolis-St. Paul Area Details
Brad Bernstein's Ameriprise Financial Experience February 2002 - Present
Job DirectorSecurities LendingCapital Markets Trading Ameriprise Financial
Industry Financial Services
Experience
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

Andrew Tiplick, ChFC®, CLU®, CRPC® Andrew Tiplick, ChFC®, CLU®, CRPC® Indianapolis, Indiana Area Details
Andrew Tiplick, ChFC®, CLU®, CRPC®'s Ameriprise Financial Experience November 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   November 1997 - Present

Education
Indiana University Bloomington   1985 — 1989
Hospital Administration

North Central High School

David Kuplic David Kuplic Greater Minneapolis-St. Paul Area Details
David Kuplic's Ameriprise Financial Experience 1992 - 2004
Job Executive Vice President at Advantus Capital Management
Industry Investment Management
Experience
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

Shann Smith, MBA, MAFM Shann Smith, MBA, MAFM Saint Louis, Missouri Details
Shann Smith, MBA, MAFM's Ameriprise Financial Experience January 2005 - September 2005
Job Contact Representative at Internal Revenue Service
Industry Accounting
Experience
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

S. Kenneth Lane S. Kenneth Lane Lynchburg, Virginia Area Details
S. Kenneth Lane's Ameriprise Financial Experience 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Adeela Hussain Johnson, MBA Adeela Hussain Johnson, MBA Toronto, Canada Area Details
Adeela Hussain Johnson, MBA's Ameriprise Financial Experience November 2006 - June 2008
Job Strategic and Innovative ✔ Brand ✔ Marketing ✔ Merchandising and ✔ Team Leader
Industry Retail
Experience
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

Abha (Gupta) Ellis Abha (Gupta) Ellis Greater Denver Area Details
Abha (Gupta) Ellis's Ameriprise Financial Experience 2010 - 2010
Job Collections Strategy Consultant
Industry Financial Services
Experience
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

Brian Blick Brian Blick Prairie Village, Kansas Details
Brian Blick's Ameriprise Financial Experience May 2007 - August 2007
Job Client Associate with Merrill Lynch
Industry Banking
Experience
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

Eric Whitner Eric Whitner Greater Boston Area Details
Eric Whitner's Ameriprise Financial Experience April 2006 - April 2007
Job Senior Sales Representative at Viking Cruises | Top Revenue Producer
Industry Leisure, Travel & Tourism
Experience
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

Doug Vander Weide Doug Vander Weide Des Moines, Iowa Area Details
Doug Vander Weide's Ameriprise Financial Experience 1990 - 2008
Job Owner of VW Advisors
Industry Financial Services
Experience
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

Keith Paglierani Keith Paglierani Greater San Diego Area Details
Keith Paglierani's Ameriprise Financial Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. CA Insurance License 0E77559
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2005 - Present
Ameriprise Financial   2004 - Present

Education
Ithaca College   1998 — 2002
BS, Sport Management/ Finance

Casey Gallamore Casey Gallamore Richmond, Virginia Area Details
Casey Gallamore's Ameriprise Financial Experience April 2006 - March 2009
Job AVP, Learning and Development Consultant at Wells Fargo
Industry Financial Services
Experience
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

Pushpa Hora Pushpa Hora Pleasanton, California Details
Pushpa Hora's Ameriprise Financial Experience November 2010 - March 2015
Job Sr. Recruiter at BayOne Solutions
Industry Staffing and Recruiting
Experience
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

Michael Verissimo Michael Verissimo Greater Chicago Area Details
Michael Verissimo's Ameriprise Financial Experience August 2007 - August 2008
Job SQ Product Manager at Stericycle Communication Solutions
Industry Hospital & Health Care
Experience
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

Eugene Lawrie Eugene Lawrie Greater Detroit Area Details
Eugene Lawrie's Ameriprise Financial Experience May 2006 - October 2007
Job Paraplanner at CLEAR HORIZON WEALTH ADVISORS an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
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

Renjie Song Renjie Song Greater Chicago Area Details
Renjie Song's Ameriprise Financial Experience June 2010 - July 2010
Job Actuarial Consultant at Deloitte Consulting
Industry Financial Services
Experience
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

Josh Wood, AAMS Josh Wood, AAMS Greencastle, Indiana Details
Josh Wood, AAMS's Ameriprise Financial Experience 2006 - 2007
Job Financial Advisor at Advantage Financial Group, LLC
Industry Financial Services
Experience
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

Jason Gregory Jason Gregory Chicago, Illinois Details
Jason Gregory's Ameriprise Financial Experience August 2008 - April 2010
Job Director of Sales
Industry Insurance
Experience
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

Ricky Mullick Ricky Mullick Atlanta, Georgia Details
Ricky Mullick's Ameriprise Financial Experience 2004 - 2005
Job Group Controller at Randstad
Industry Human Resources
Experience
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

Michael Tangney, MBA Michael Tangney, MBA Springfield, Massachusetts Area Details
Michael Tangney, MBA's Ameriprise Financial Experience September 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Travis Stowe-Schnell Travis Stowe-Schnell New York, New York Details
Travis Stowe-Schnell's Ameriprise Financial Experience June 2005 - September 2005
Job Manager, Client Insights Analytics, Data Science at AppNexus
Industry Marketing and Advertising
Experience
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

Christopher Zwisler Christopher Zwisler Beachwood, Ohio Details
Christopher Zwisler's Ameriprise Financial Experience August 2004 - January 2007
Job partner + vp sales and client services INTERACTIVIZE
Industry Marketing and Advertising
Experience
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

Ross Sundberg Ross Sundberg Greater Minneapolis-St. Paul Area Details
Ross Sundberg's Ameriprise Financial Experience January 2004 - November 2012
Job Real Estate Accounting Supervisor at CBRE
Industry Financial Services
Experience
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

John Streit John Streit Greater Minneapolis-St. Paul Area Details
John Streit's Ameriprise Financial Experience December 2010 - July 2011
Job Sr PMP, SharePoint Solutions IA, ECM, Process Improvement Analyst, Management Consultant, PMO & Delivery Assurance
Industry Information Technology and Services
Experience
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

Diana Subka Diana Subka Orland Park, Illinois Details
Diana Subka's Ameriprise Financial Experience July 2009 - May 2013
Job Registered Operations Lead at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Deepak Kapoor Deepak Kapoor Greater New York City Area Details
Deepak Kapoor's Ameriprise Financial Experience February 2001 - December 2003
Job Pricing Leader @ FirstData
Industry Financial Services
Experience
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

Vinayak Awal Vinayak Awal Minneapolis, Minnesota Details
Vinayak Awal's Ameriprise Financial Experience August 2006 - January 2012
Job Manager, Strategic Transformation Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Abu Arif Abu Arif Greater New York City Area Details
Abu Arif's Ameriprise Financial Experience August 2005 - March 2007
Job SVP AWM Business Development & GM Banking and Cash Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Bank, FSB  January 2007 - December 2012
Ameriprise Financial   August 2005 - March 2007
American Express  June 2000 - July 2005
American Express, JPAA   July 1997 - May 2000
American Express  January 1996 - July 1997
American Express  January 1994 - December 1995
American Express TRS Pakistan   January 1992 - December 1993

Education
Karachi University   1984 — 1988
MBA, Finance and Marketing

Greg Sundberg, CFP® Greg Sundberg, CFP® Portland, Oregon Area Details
Greg Sundberg, CFP®'s Ameriprise Financial Experience July 1997 - Present
Job Financial Advisor / Franchise Owner
Industry Financial Services
Experience
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

Jay Ahrendt Jay Ahrendt Homewood, Illinois Details
Jay Ahrendt's Ameriprise Financial Experience October 2007 - November 2011
Job Assistant Project Officer Southern Region at CN
Industry Transportation/Trucking/Railroad
Experience
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

Raju Danthuluru Raju Danthuluru Greater Minneapolis-St. Paul Area Details
Raju Danthuluru's Ameriprise Financial Experience 2005 - Present
Job Engagement Manager at Cognizant Technology Solutions
Industry Computer Software
Experience
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

Kate Snowdon Kate Snowdon Greater Minneapolis-St. Paul Area Details
Kate Snowdon's Ameriprise Financial Experience August 2008 - March 2009
Job Associate Director of Admissions at University of Minnesota Law School
Industry Higher Education
Experience
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

Kathleen Krager Kathleen Krager Greater Minneapolis-St. Paul Area Details
Kathleen Krager's Ameriprise Financial Experience March 2009 - 2009
Job Human Resources
Industry Human Resources
Experience
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

Tanja Aleksovski Tanja Aleksovski Greater Chicago Area Details
Tanja Aleksovski's Ameriprise Financial Experience January 2006 - July 2007
Job Human Resources Professional
Industry Human Resources
Experience
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

Lisa Fildes Lisa Fildes Greater Detroit Area Details
Lisa Fildes's Ameriprise Financial Experience September 1986 - October 2009
Job Of Counsel at Kane & Fischer, Ltd.
Industry Financial Services
Experience
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

Jillian Hoffman, MBA Jillian Hoffman, MBA Greater Minneapolis-St. Paul Area Details
Jillian Hoffman, MBA's Ameriprise Financial Experience May 2010 - May 2014
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jose Jones Jose Jones Greater Minneapolis-St. Paul Area Details
Jose Jones's Ameriprise Financial Experience April 1998 - December 2001
Job Managing Director at Gold Bracket Sports
Industry Human Resources
Experience
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

Paul Vo Paul Vo Greater Minneapolis-St. Paul Area Details
Paul Vo's Ameriprise Financial Experience 2005 - 2006
Job Vice President, Infrastructure and Compliance at YA | Engage
Industry Information Technology and Services
Experience
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

Sarah Mealey Sarah Mealey Greater Minneapolis-St. Paul Area Details
Sarah Mealey's Ameriprise Financial Experience July 2010 - April 2012
Job President at Endeavor Consulting, Inc
Industry Management Consulting
Experience
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

Greg Blockhus Greg Blockhus Greater Minneapolis-St. Paul Area Details
Greg Blockhus's Ameriprise Financial Experience
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
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

Bill Kern Bill Kern Greater Minneapolis-St. Paul Area Details
Bill Kern's Ameriprise Financial Experience 2006 - 2007
Job Sr. Consultant at BT (CCIE5364)
Industry Information Services
Experience
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

Pat Truman Pat Truman Greater Minneapolis-St. Paul Area Details
Pat Truman's Ameriprise Financial Experience 2006 - 2008
Job Contractor @ Optum Health at Volt Technical Resources
Industry Nonprofit Organization Management
Experience
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

Deborah Counce Deborah Counce Greater Minneapolis-St. Paul Area Details
Deborah Counce's Ameriprise Financial Experience Sr Business Systems AnalystAmeriprise Financial Services, Inc.1986 - Present
Job Sr Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   Sr Business Systems AnalystAmeriprise Financial Services, Inc.1986 - Present

Education
Inver Hills Community College

Holly Greenwood Holly Greenwood Greater Minneapolis-St. Paul Area Details
Holly Greenwood's Ameriprise Financial Experience March 2011 - March 2012
Job Senior Recruiting Consultant Vista Outdoor Inc.
Industry Human Resources
Experience
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

ravi kumar lanke ravi kumar lanke Phoenix, Arizona Area Details
ravi kumar lanke's Ameriprise Financial Experience December 2005 - March 2009
Job Credit Risk Analytics Mgr at Wells Fargo Home Mortgage
Industry Computer Software
Experience
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

Shaina Olson Shaina Olson Greater New York City Area Details
Shaina Olson's Ameriprise Financial Experience 2007 - 2008
Job Senior Managing Associate
Industry Investment Management
Experience
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

Somnath Neogi Somnath Neogi San Francisco Bay Area Details
Somnath Neogi's Ameriprise Financial Experience June 2006 - February 2007
Job at Apple Inc.
Industry Information Technology and Services
Experience
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

Barbara Taniges Barbara Taniges Louisville, Kentucky Area Details
Barbara Taniges's Ameriprise Financial Experience Administrative AssistantAmeriprise FinancialSeptember 2006 - Present
Job Administrative Assistant at Ameriprise Financial
Industry Financial Services
Experience
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

Justin Ruark Justin Ruark Herndon, Virginia Details
Justin Ruark's Ameriprise Financial Experience January 2008 - February 2010
Job Project Manager at ePlus inc.
Industry Information Technology and Services
Experience
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

Katie Steward Katie Steward Washington D.C. Metro Area Details
Katie Steward's Ameriprise Financial Experience January 2008 - December 2008
Job Senior Loan Closer at Fidelity Bank
Industry Real Estate
Experience
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

Kristin (Redmond) Loven, MBA Kristin (Redmond) Loven, MBA Washington D.C. Metro Area Details
Kristin (Redmond) Loven, MBA's Ameriprise Financial Experience 2008 - 2010
Job Strategic Planner and Team Lead
Industry Management Consulting
Experience
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

Andrea Robideaux Andrea Robideaux Greater Minneapolis-St. Paul Area Details
Andrea Robideaux's Ameriprise Financial Experience November 2008 - October 2010
Job Independent Consultant at The Willow Group
Industry Management Consulting
Experience
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

Elijah Souza Elijah Souza Greater Los Angeles Area Details
Elijah Souza's Ameriprise Financial Experience May 2008 - January 2009
Job Investment Advisor Representative at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
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

Kristie Thompson Kristie Thompson Greater Minneapolis-St. Paul Area Details
Kristie Thompson's Ameriprise Financial Experience 2007 - 2008
Job Principle Project Manager at Amherst H. Wilder Foundation
Industry Management Consulting
Experience
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

GENE LAWRIE MBA GENE LAWRIE MBA Greater Detroit Area Details
GENE LAWRIE MBA's Ameriprise Financial Experience President/OwnerVERTEX REALITY ASSOCIATES2002 - 2006
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Lauren Battista, CFA Lauren Battista, CFA Indianapolis, Indiana Area Details
Lauren Battista, CFA's Ameriprise Financial Experience August 2007 - August 2009
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
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

Kim Tennant Kim Tennant Greater Minneapolis-St. Paul Area Details
Kim Tennant's Ameriprise Financial Experience November 1993 - August 2006
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jacinda Bunde Jacinda Bunde Greater Minneapolis-St. Paul Area Details
Jacinda Bunde's Ameriprise Financial Experience August 2005 - May 2011
Job Manager Client Website Support, Ameriprise Financial
Industry Financial Services
Experience
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

Sarah Emge Brovold Sarah Emge Brovold Indianapolis, Indiana Area Details
Sarah Emge Brovold's Ameriprise Financial Experience August 2002 - August 2009
Job stay at home mom
Industry Financial Services
Experience
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

Andy Schink Andy Schink Greater Pittsburgh Area Details
Andy Schink's Ameriprise Financial Experience August 2004 - December 2009
Job Registered Representative at Lincoln Financial Securities Corporation (Member SIPC)
Industry Financial Services
Experience
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

David Danforth David Danforth Boston, Massachusetts Details
David Danforth's Ameriprise Financial Experience May 2006 - August 2006
Job Vice President at Millstreet Capital Management
Industry Investment Management
Experience
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

Barbara Murry Barbara Murry Greater Chicago Area Details
Barbara Murry's Ameriprise Financial Experience August 1987 - December 1988
Job President at Murry & Moody, Ltd.
Industry Civil Engineering
Experience
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

Patricia Stevens Patricia Stevens Greater Boston Area Details
Patricia Stevens's Ameriprise Financial Experience 2006 - 2009
Job Financial Advisor at Enterprise Investment Services
Industry Financial Services
Experience
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

Brett Schnell Brett Schnell Greater Minneapolis-St. Paul Area Details
Brett Schnell's Ameriprise Financial Experience September 2006 - March 2009
Job Controller and Corporate Secretary at SpendSmart Networks, Inc.
Industry Financial Services
Experience
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

Sriharsha Thummala Sriharsha Thummala Parsippany, New Jersey Details
Sriharsha Thummala's Ameriprise Financial Experience February 2009 - April 2011
Job Manager at Deloitte India (Offices of the US)
Industry Information Technology and Services
Experience
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

Chakravarthy Panchagnula Chakravarthy Panchagnula Greater Chicago Area Details
Chakravarthy Panchagnula's Ameriprise Financial Experience 2002 - 2007
Job Technical Architect at Technology
Industry Financial Services
Experience
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

Laurie Wien Laurie Wien Greater Minneapolis-St. Paul Area Details
Laurie Wien's Ameriprise Financial Experience Director, Brokerage Phone OperationsAmeriprise Express Financial Advisors2005 - 2009
Job Vice President, Risk Management at Ameriprise Financial
Industry Financial Services
Experience
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

Sherrie Deveau Sherrie Deveau Hartford, Connecticut Area Details
Sherrie Deveau's Ameriprise Financial Experience September 1994 - Present
Job CRPC®, Financial Advisor, Chartered Retirement Planning CounselorSM
Industry Financial Services
Experience
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

Tanya Pflibsen Tanya Pflibsen Des Moines, Iowa Area Details
Tanya Pflibsen's Ameriprise Financial Experience February 1995 - Present
Job Administrative Asst. at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   February 1995 - Present

Education
Iowa State University   1989 — 1993
BS, FRM & Consumer Science

Jeffrey Erbes Jeffrey Erbes Washington D.C. Metro Area Details
Jeffrey Erbes's Ameriprise Financial Experience June 2005 - July 2009
Job Commercial Audit Intern at KPMG
Industry Accounting
Experience
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

Anthony Cobb Anthony Cobb Philadelphia, Pennsylvania Details
Anthony Cobb's Ameriprise Financial Experience August 2010 - October 2011
Job Software Testing Lead at Comcast
Industry Computer Software
Experience
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

Pallavi Yerra Pallavi Yerra Greater New York City Area Details
Pallavi Yerra's Ameriprise Financial Experience 2005 - 2009
Job Software Professional at CTS
Industry Information Technology and Services
Experience
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

Katherine Barnard Katherine Barnard Kansas City, Missouri Area Details
Katherine Barnard's Ameriprise Financial Experience September 2007 - December 2009
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
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

Dan Rollo Dan Rollo United States Details
Dan Rollo's Ameriprise Financial Experience December 2011 - Present
Job Financial Advisor at Ameriprise Financial
Industry
Experience
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

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