Ameriprise Financial
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Employees
Employee
Years
Job
Industry
Justin Samples CRPC®, AWMA® Justin Samples CRPC®, AWMA®'s Ameriprise Financial Experience March 2009 - February 2013
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial March 2009 - February 2013
Ameriprise Financial March 2005 - March 2009
Ameriprise Financial Services, Inc. April 2005 - October 2006
Linfield College August 2001 - May 2005
Education
Linfield College 2001 — 2005
Bachelor of Arts, Finance
Linfield College 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial March 2009 - February 2013
Ameriprise Financial March 2005 - March 2009
Ameriprise Financial Services, Inc. April 2005 - October 2006
Linfield College August 2001 - May 2005
Education
Linfield College 2001 — 2005
Bachelor of Arts, Finance
Linfield College 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Demetrios Paraskevopoulos, CFP, ChFC Demetrios Paraskevopoulos, CFP, ChFC's Ameriprise Financial Experience April 1996 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 1996 - Present
Education
LIU Post
Bachelor of Science, Finance
Ameriprise Financial April 1996 - Present
Education
LIU Post
Bachelor of Science, Finance
Eric Lejeune Eric Lejeune's Ameriprise Financial Experience 2007 - 2008
Job Leadership and Development Coach
Industry Professional Training & Coaching
Experience
Eric Lejeune November 2008 - Present
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2000 - 2007
Education
Loyola University Chicago 2012 — 2015
Master of Arts (M.A.)
Louisiana State University and Agricultural and Mechanical College 1995 — 1998
Eric Lejeune November 2008 - Present
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2000 - 2007
Education
Loyola University Chicago 2012 — 2015
Master of Arts (M.A.)
Louisiana State University and Agricultural and Mechanical College 1995 — 1998
Robert Butterworth Robert Butterworth's Ameriprise Financial Experience May 2009 - March 2011
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial May 2009 - March 2011
Morgan Stanley Smith Barney August 1999 - May 2009
Scott & Stringfellow November 1993 - August 1999
Education
Manhattan College 1983 — 1986
Bachelor of Engineering, Civil Engineering
University of New Hampshire 1981 — 1983
Associates Applied Science, Civil Technology
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial May 2009 - March 2011
Morgan Stanley Smith Barney August 1999 - May 2009
Scott & Stringfellow November 1993 - August 1999
Education
Manhattan College 1983 — 1986
Bachelor of Engineering, Civil Engineering
University of New Hampshire 1981 — 1983
Associates Applied Science, Civil Technology
Jim Sulima Jim Sulima's Ameriprise Financial Experience August 2006 - March 2008
Job Player Development Executive New Markets at Mohegan Sun at Pocono Downs
Industry Gambling & Casinos
Experience
Mohegan Sun at Pocono Downs June 2014 - Present
Mohegan Sun at Pocono Downs November 2011 - Present
Palms Casino Resort September 2013 - May 2014
Mohegan Sun at Pocono Downs July 2008 - December 2009
Ameriprise Financial August 2006 - March 2008
Skills
Customer Service, Customer Relations, New Business Development, Event Management, Internal Communications, Marketing Communications, Marketing Management, Marketing Strategy, Relationship Marketing, Public Relations
Education
King's College 2009 — 2012
Bachelors, Marketing
Seton Catholic
Mohegan Sun at Pocono Downs June 2014 - Present
Mohegan Sun at Pocono Downs November 2011 - Present
Palms Casino Resort September 2013 - May 2014
Mohegan Sun at Pocono Downs July 2008 - December 2009
Ameriprise Financial August 2006 - March 2008
Skills
Customer Service, Customer Relations, New Business Development, Event Management, Internal Communications, Marketing Communications, Marketing Management, Marketing Strategy, Relationship Marketing, Public Relations
Education
King's College 2009 — 2012
Bachelors, Marketing
Seton Catholic
Tom McElwee Tom McElwee's Ameriprise Financial Experience November 2007 - February 2010
Job General Sales Manager and Registered Representative with Mutual of Omaha Investor Services, Inc
Industry Insurance
Experience
Mutual of Omaha Investor Svcs June 2012 - Present
American Income Life February 2010 - June 2012
Ameriprise Financial November 2007 - February 2010
Citizens Bank August 2006 - May 2007
Skills
Customer Service, Training, Microsoft Excel, PowerPoint, Team Building, Business Development, Team Leadership, Customer Satisfaction, Fundraising, Insurance, Sales Management, Coaching
Education
Lebanon Valley College 2001 — 2004
Psychology; Business
Ithaca High School
Mutual of Omaha Investor Svcs June 2012 - Present
American Income Life February 2010 - June 2012
Ameriprise Financial November 2007 - February 2010
Citizens Bank August 2006 - May 2007
Skills
Customer Service, Training, Microsoft Excel, PowerPoint, Team Building, Business Development, Team Leadership, Customer Satisfaction, Fundraising, Insurance, Sales Management, Coaching
Education
Lebanon Valley College 2001 — 2004
Psychology; Business
Ithaca High School
Hannah Gates Hannah Gates's Ameriprise Financial Experience April 2011 - Present
Job Student at University of Wyoming
Industry Mental Health Care
Experience
Ameriprise Financial April 2011 - Present
Snowy Range Ski Area December 2008 - April 2011
Home Daycare January 2009 - November 2010
Skills
Forensic Psychology, Spanish, Psychopathology, Serial Killers, Neuropsychology, Microsoft Office, Domestic Violence, Sexual Violence, Child Sexual Abuse
Education
University of Wyoming 2013 — 2014
Bachelor of Arts (BA), Clinical Psychology, Criminal Justice
Laramie County Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Psychology, Criminal Justice
Ameriprise Financial April 2011 - Present
Snowy Range Ski Area December 2008 - April 2011
Home Daycare January 2009 - November 2010
Skills
Forensic Psychology, Spanish, Psychopathology, Serial Killers, Neuropsychology, Microsoft Office, Domestic Violence, Sexual Violence, Child Sexual Abuse
Education
University of Wyoming 2013 — 2014
Bachelor of Arts (BA), Clinical Psychology, Criminal Justice
Laramie County Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Psychology, Criminal Justice
Rian (Helgerson) Jentz Rian (Helgerson) Jentz's Ameriprise Financial Experience January 2010 - November 2012
Job Manager, Events at RiverSource
Industry Financial Services
Experience
RiverSource August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial January 2010 - November 2012
Ameriprise Financial Services, Inc. February 2007 - January 2010
Ameriprise Financial Services, Inc. November 2005 - February 2007
Ameriprise Financial Services, Inc. March 2004 - November 2005
Limited Brands January 2004 - March 2005
Greater Stellenbosch Development Trust October 2003 - December 2003
Skills
Strategic Planning, Marketing Strategy, Product Marketing, Event Management, Event Planning, Survey Design, Customer Service, Customer Engagement, Instructor-led Training, E-Learning, Microsoft Excel, PowerPoint, Communication Skills, Proofreading, Email Marketing, HTML emails, Corporate Events, Coordinating Events, Budget Monitoring, Microsoft Word, Brainshark, Articulate Suite, Article Creation, Materials Management, Project Tracking, Invitations, Organization, Trade Show Exhibitor, Trade Show Signage, Employee Recognition, Webinar Management, Seminar Marketing, Situational Leadership, Sales Contest Management, Employee Engagement, Personal Trust, Vendor Relationships, Qualtrics, Building Relationships, Eye for Details, Sales, Management, Strategy, Financial Services, Brand Awareness, Relationship Management, Human Resources, Series 7
Education
Luther College 1999 — 2003
Bachelor's degree, Business Management & Psychology
RiverSource August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial January 2010 - November 2012
Ameriprise Financial Services, Inc. February 2007 - January 2010
Ameriprise Financial Services, Inc. November 2005 - February 2007
Ameriprise Financial Services, Inc. March 2004 - November 2005
Limited Brands January 2004 - March 2005
Greater Stellenbosch Development Trust October 2003 - December 2003
Skills
Strategic Planning, Marketing Strategy, Product Marketing, Event Management, Event Planning, Survey Design, Customer Service, Customer Engagement, Instructor-led Training, E-Learning, Microsoft Excel, PowerPoint, Communication Skills, Proofreading, Email Marketing, HTML emails, Corporate Events, Coordinating Events, Budget Monitoring, Microsoft Word, Brainshark, Articulate Suite, Article Creation, Materials Management, Project Tracking, Invitations, Organization, Trade Show Exhibitor, Trade Show Signage, Employee Recognition, Webinar Management, Seminar Marketing, Situational Leadership, Sales Contest Management, Employee Engagement, Personal Trust, Vendor Relationships, Qualtrics, Building Relationships, Eye for Details, Sales, Management, Strategy, Financial Services, Brand Awareness, Relationship Management, Human Resources, Series 7
Education
Luther College 1999 — 2003
Bachelor's degree, Business Management & Psychology
Greg Poelman Greg Poelman's Ameriprise Financial Experience April 2008 - January 2010
Job Consultant at Slalom Consulting
Industry Financial Services
Experience
Slalom Consulting November 2014 - Present
IBM November 2011 - October 2014
IBM February 2010 - October 2011
Ameriprise Financial April 2008 - January 2010
LeTourneau University April 2008 - April 2009
LeTourneau University August 2007 - April 2009
IRS VITA Program February 2007 - April 2007
Skills
Analysis, Management, Strategic Planning, Strategy, Microsoft Excel, Public Speaking, Visio, Financial Analysis, Research, Leadership, Business Strategy, Finance, Quality Center, Microsoft Office, Process Improvement, Integration, Data Analysis, Lotus Notes, Project Management
Education
LeTourneau University 2005 — 2009
B.S., Business Administration and Finance, 3.76
Slalom Consulting November 2014 - Present
IBM November 2011 - October 2014
IBM February 2010 - October 2011
Ameriprise Financial April 2008 - January 2010
LeTourneau University April 2008 - April 2009
LeTourneau University August 2007 - April 2009
IRS VITA Program February 2007 - April 2007
Skills
Analysis, Management, Strategic Planning, Strategy, Microsoft Excel, Public Speaking, Visio, Financial Analysis, Research, Leadership, Business Strategy, Finance, Quality Center, Microsoft Office, Process Improvement, Integration, Data Analysis, Lotus Notes, Project Management
Education
LeTourneau University 2005 — 2009
B.S., Business Administration and Finance, 3.76
Amanda Petri, CLF®, CRPC, FIC Amanda Petri, CLF®, CRPC, FIC's Ameriprise Financial Experience 2003 - 2007
Job Talent Management Leadership at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial 2013 - Present
Thrivent Financial 2012 - 2013
Thrivent Financial for Lutherans 2007 - 2012
Ameriprise Financial 2003 - 2007
Ameriprise Financial Services, Inc. 2002 - 2007
Skills
Retirement Planning, Retirement, Estate Planning, Financial Advisory, Recruiting, Disability Insurance, Leadership, Financial Services, Asset Management, Small Business, Series 7, Fixed Annuities, Change Management, Uniform Combined State..., Finance, Talent Management, Project Planning, Wealth Accumulation, Wealth Management, Strategic Financial..., Life Insurance, Curriculum Design, Team Leadership, Leadership Development, Situational Leadership, Coaching, Personal Financial..., Sales Management, People Development, Financial Planning
Education
Lewis and Clark College 1998 — 2001
Thrivent Financial 2013 - Present
Thrivent Financial 2012 - 2013
Thrivent Financial for Lutherans 2007 - 2012
Ameriprise Financial 2003 - 2007
Ameriprise Financial Services, Inc. 2002 - 2007
Skills
Retirement Planning, Retirement, Estate Planning, Financial Advisory, Recruiting, Disability Insurance, Leadership, Financial Services, Asset Management, Small Business, Series 7, Fixed Annuities, Change Management, Uniform Combined State..., Finance, Talent Management, Project Planning, Wealth Accumulation, Wealth Management, Strategic Financial..., Life Insurance, Curriculum Design, Team Leadership, Leadership Development, Situational Leadership, Coaching, Personal Financial..., Sales Management, People Development, Financial Planning
Education
Lewis and Clark College 1998 — 2001
Nick Copeland's Ameriprise Financial Experience January 2011 - May 2011
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments October 2013 - October 2014
Fidelity Investments October 2012 - October 2013
Fidelity Investments July 2012 - October 2012
Fidelity Investments June 2011 - July 2012
Ameriprise Financial January 2011 - May 2011
Ameriprise Financial June 2010 - May 2011
Mayfield's Office Supply June 2009 - July 2009
AT&T June 2008 - July 2008
Packing by Jayne January 2004 - January 2007
Skills
Finance, Investments, Retirement, Retirement Planning, Securities, Sales, Equities, Mutual Funds, Customer Service, Series 63
Education
LSU Shreveport 2009 — 2011
Financial Analysis, Minor: Economics
LSU Shreveport 2009 — 2011
Bachelor of Science, Financial Analysis
Northwestern State University 2007 — 2009
Business, Finance, Economics
C.E. Byrd
Fidelity Investments October 2014 - Present
Fidelity Investments October 2013 - October 2014
Fidelity Investments October 2012 - October 2013
Fidelity Investments July 2012 - October 2012
Fidelity Investments June 2011 - July 2012
Ameriprise Financial January 2011 - May 2011
Ameriprise Financial June 2010 - May 2011
Mayfield's Office Supply June 2009 - July 2009
AT&T June 2008 - July 2008
Packing by Jayne January 2004 - January 2007
Skills
Finance, Investments, Retirement, Retirement Planning, Securities, Sales, Equities, Mutual Funds, Customer Service, Series 63
Education
LSU Shreveport 2009 — 2011
Financial Analysis, Minor: Economics
LSU Shreveport 2009 — 2011
Bachelor of Science, Financial Analysis
Northwestern State University 2007 — 2009
Business, Finance, Economics
C.E. Byrd
Blake Barnett, CFP® Blake Barnett, CFP®'s Ameriprise Financial Experience September 2009 - August 2013
Job Financial Planner / Plan Architect
Industry Investment Management
Experience
F.F.G. Retirement Counseling December 2014 - Present
Personal Capital May 2014 - October 2014
Janus Capital Group August 2013 - April 2014
Ameriprise Financial September 2009 - August 2013
Skills
Series 7, Investments, Retirement Planning, Finance, Mutual Funds, Financial Planning, Series 63, Insurance, Wealth Management, Retirement
Education
Kennesaw State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
F.F.G. Retirement Counseling December 2014 - Present
Personal Capital May 2014 - October 2014
Janus Capital Group August 2013 - April 2014
Ameriprise Financial September 2009 - August 2013
Skills
Series 7, Investments, Retirement Planning, Finance, Mutual Funds, Financial Planning, Series 63, Insurance, Wealth Management, Retirement
Education
Kennesaw State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Trevor Scharer's Ameriprise Financial Experience May 2007 - August 2007
Job Real Estate Agent at Legacy Real Estate
Industry Real Estate
Experience
Legacy Real Estate July 2011 - Present
JPMorgan Chase April 2010 - July 2011
Stampede Express Arena Football March 2009 - June 2009
Ameriprise Financial May 2007 - August 2007
Skills
Real Estate, Real Estate Investor, Marketing, Customer Service, Sellers, Sales, Time Management, Teamwork, Finance, Strategic Financial..., Buyers, Leadership, Investors, Investments
Education
Linfield College 2003 — 2007
Bachelor of Arts, Business
Legacy Real Estate July 2011 - Present
JPMorgan Chase April 2010 - July 2011
Stampede Express Arena Football March 2009 - June 2009
Ameriprise Financial May 2007 - August 2007
Skills
Real Estate, Real Estate Investor, Marketing, Customer Service, Sellers, Sales, Time Management, Teamwork, Finance, Strategic Financial..., Buyers, Leadership, Investors, Investments
Education
Linfield College 2003 — 2007
Bachelor of Arts, Business
Brett Moyer, CRPC's Ameriprise Financial Experience February 2005 - Present
Job Financial Advisor and Associate Branch Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2005 - Present
Southern States Police Benevolent Association 2002 - 2005
Winston-Salem Police Department 1995 - 2002
Education
Lynchburg College 1989 — 1993
History
Westminster School 1985 — 1989
High School
Ameriprise Financial February 2005 - Present
Southern States Police Benevolent Association 2002 - 2005
Winston-Salem Police Department 1995 - 2002
Education
Lynchburg College 1989 — 1993
History
Westminster School 1985 — 1989
High School
Charles Schreiber Charles Schreiber's Ameriprise Financial Experience 2009 - 2011
Job SAS Professional
Industry Financial Services
Experience
American Express February 2014 - October 2014
American Express February 2013 - February 2014
Ameriprise Financial Services, Inc. 2011 - November 2012
Ameriprise Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2005 - 2009
American Express 2003 - 2005
NDCHealth 1996 - 2003
Trilogy Consutling 1995 - 1996
Indecon Solutions 1994 - 1995
American Hospital Association 1985 - 1994
Skills
SAS Administration, SAS Management Console, SAS Data Integration..., SAS Enterprise Guide, SAS programming, SAS Macro, Unix, SAS, Analytics, Business Intelligence, Data Warehousing, Databases, Statistics, SQL, Access, Program Management, SAS Programming, Business Analysis
Education
Lake Forest Graduate School of Management 1993 — 1996
MBA, Business Management
University of Phoenix
Certificate, Project Management
Southern Illinois University, Carbondale 1979 — 1983
B.A., Mathematics
American Express February 2014 - October 2014
American Express February 2013 - February 2014
Ameriprise Financial Services, Inc. 2011 - November 2012
Ameriprise Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2005 - 2009
American Express 2003 - 2005
NDCHealth 1996 - 2003
Trilogy Consutling 1995 - 1996
Indecon Solutions 1994 - 1995
American Hospital Association 1985 - 1994
Skills
SAS Administration, SAS Management Console, SAS Data Integration..., SAS Enterprise Guide, SAS programming, SAS Macro, Unix, SAS, Analytics, Business Intelligence, Data Warehousing, Databases, Statistics, SQL, Access, Program Management, SAS Programming, Business Analysis
Education
Lake Forest Graduate School of Management 1993 — 1996
MBA, Business Management
University of Phoenix
Certificate, Project Management
Southern Illinois University, Carbondale 1979 — 1983
B.A., Mathematics
Roger Smith Roger Smith's Ameriprise Financial Experience February 2003 - July 2007
Job
Industry Telecommunications
Experience
Mapcom Systems March 2013 - Present
MassMutual Financial Group April 2012 - March 2013
Mass Mutual Financial Group April 2009 - April 2012
Navigon Financial Group July 2007 - March 2009
Ameriprise Financial February 2003 - July 2007
Lucent Technologies September 1994 - December 2001
Skills
Insurance, Training, Recruiting, Investments, Marketing, Sales, Portfolio Management, Financial Services, Leadership, Consulting, Employee Benefits, Entrepreneurship, Risk Management, Retirement, Finance, Sales Management, Asset Management, Securities, Banking, Software Development, Financial Planners, Financial Planning
Education
Loughborough University 1991 — 1994
B.Sc., Computer Science
The Open University 1997 — 2000
M.Sc., Computing for Commerce & Industry
Patchway High School 1980 — 1990
Mapcom Systems March 2013 - Present
MassMutual Financial Group April 2012 - March 2013
Mass Mutual Financial Group April 2009 - April 2012
Navigon Financial Group July 2007 - March 2009
Ameriprise Financial February 2003 - July 2007
Lucent Technologies September 1994 - December 2001
Skills
Insurance, Training, Recruiting, Investments, Marketing, Sales, Portfolio Management, Financial Services, Leadership, Consulting, Employee Benefits, Entrepreneurship, Risk Management, Retirement, Finance, Sales Management, Asset Management, Securities, Banking, Software Development, Financial Planners, Financial Planning
Education
Loughborough University 1991 — 1994
B.Sc., Computer Science
The Open University 1997 — 2000
M.Sc., Computing for Commerce & Industry
Patchway High School 1980 — 1990
Sam Marshall Sam Marshall's Ameriprise Financial Experience June 2012 - August 2012
Job Product Specialist at AppNexus
Industry Marketing and Advertising
Experience
AppNexus March 2015 - Present
BAV Consulting January 2014 - Present
The Advisory Board Company June 2013 - December 2013
Macalester College September 2011 - May 2013
Ameriprise Financial June 2012 - August 2012
Minnesota Development Basketball March 2012 - July 2012
University of Wisconsin-Madison Laryngeal Physiology Lab May 2011 - August 2011
Union Transfer and Storage May 2010 - January 2011
Skills
Stata, R, Mathematica, Statistics, Statistical Modeling, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Economics, Microsoft Word, Econometrics, Matlab, Research, Data Analysis, Leadership, Analysis, Higher Education, Spanish, SPSS, Ninja Skills, Hugs, Love Of Learning, Swords, Beer, Workplace Violence
Education
Macalester College 2010 — 2013
Bachelor of Arts, Economics, Political Science
Williams College 2009 — 2010
Bachelor of Arts (B.A.), Economics
AppNexus March 2015 - Present
BAV Consulting January 2014 - Present
The Advisory Board Company June 2013 - December 2013
Macalester College September 2011 - May 2013
Ameriprise Financial June 2012 - August 2012
Minnesota Development Basketball March 2012 - July 2012
University of Wisconsin-Madison Laryngeal Physiology Lab May 2011 - August 2011
Union Transfer and Storage May 2010 - January 2011
Skills
Stata, R, Mathematica, Statistics, Statistical Modeling, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Economics, Microsoft Word, Econometrics, Matlab, Research, Data Analysis, Leadership, Analysis, Higher Education, Spanish, SPSS, Ninja Skills, Hugs, Love Of Learning, Swords, Beer, Workplace Violence
Education
Macalester College 2010 — 2013
Bachelor of Arts, Economics, Political Science
Williams College 2009 — 2010
Bachelor of Arts (B.A.), Economics
Chris Barry's Ameriprise Financial Experience September 1997 - February 2006
Job Strategic Account Executive at PlanGuru
Industry Computer Software
Experience
PlanGuru November 2014 - Present
PowerHouse Sports, Inc. February 2011 - Present
SPi Publishing February 2010 - March 2011
Connotate Technologies October 2008 - March 2010
Microsoft June 2006 - September 2008
Ameriprise Financial September 1997 - February 2006
BASF Corporation July 1991 - August 1997
Credit Suisse Asset Management (formerly BEA Associates) 1988 - 1991
Skills
Software Sales, Entrepreneur, Financial Planning, Solution Selling, Salesforce.com, Strategic Financial..., SaaS, Business Development, New Business Development, Strategic Planning, Marketing Strategy, Business Strategy, Entrepreneurship, Lead Generation, Start-ups, Software Industry, Business Planning, Enterprise Software, Sales Management, College Football, Sales Operations, Direct Sales, Football, Selling, NFL, Marketing, Sales Process, Management, Digital Marketing, Sales, CRM, SEO, Outsourcing, Strategic Partnerships, Consulting, Leadership, Telecommunications, E-commerce
Education
Seton Hall University 1994 — 1996
MBA, Information Systems
Lehigh University 1984 — 1988
MS, Marketing
Lehigh University - College of Business and Economics 1984 — 1988
BS, Marketing
Tappan Zee HS 1980 — 1984
PlanGuru November 2014 - Present
PowerHouse Sports, Inc. February 2011 - Present
SPi Publishing February 2010 - March 2011
Connotate Technologies October 2008 - March 2010
Microsoft June 2006 - September 2008
Ameriprise Financial September 1997 - February 2006
BASF Corporation July 1991 - August 1997
Credit Suisse Asset Management (formerly BEA Associates) 1988 - 1991
Skills
Software Sales, Entrepreneur, Financial Planning, Solution Selling, Salesforce.com, Strategic Financial..., SaaS, Business Development, New Business Development, Strategic Planning, Marketing Strategy, Business Strategy, Entrepreneurship, Lead Generation, Start-ups, Software Industry, Business Planning, Enterprise Software, Sales Management, College Football, Sales Operations, Direct Sales, Football, Selling, NFL, Marketing, Sales Process, Management, Digital Marketing, Sales, CRM, SEO, Outsourcing, Strategic Partnerships, Consulting, Leadership, Telecommunications, E-commerce
Education
Seton Hall University 1994 — 1996
MBA, Information Systems
Lehigh University 1984 — 1988
MS, Marketing
Lehigh University - College of Business and Economics 1984 — 1988
BS, Marketing
Tappan Zee HS 1980 — 1984
James Schwager, CFP® James Schwager, CFP®'s Ameriprise Financial Experience April 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial April 2002 - Present
Morgan Stanley 1999 - 2001
Education
Certified Financial Planner Board Of Standards, Inc. 2006 — 2007
CFP® Certification Examination
The American College 2004 — 2006
CFP® Certification Curriculum
Kutztown University of Pennsylvania 1995 — 2000
Bachelor of Science, Finance
Ameriprise Financial April 2002 - Present
Morgan Stanley 1999 - 2001
Education
Certified Financial Planner Board Of Standards, Inc. 2006 — 2007
CFP® Certification Examination
The American College 2004 — 2006
CFP® Certification Curriculum
Kutztown University of Pennsylvania 1995 — 2000
Bachelor of Science, Finance
Guenter Wesch Guenter Wesch's Ameriprise Financial Experience January 2006 - November 2008
Job Financial Advisor, Accountant, Enrolled Agent
Industry Financial Services
Experience
Wesch Financial LLC. August 2011 - Present
Wesch Investments November 2008 - January 2015
Ameriprise Financial January 2006 - November 2008
The Westminster School September 2003 - March 2005
Skills
Financial Planning, Investments, Insurance, Asset Management, Budgets, Wealth, Financial Services, Retirement Planning, Financial Analysis, Wealth Management, Portfolio Management, Accounting, Estate Planning, Securities, Strategic Planning, Income Tax, Tax Preparation, Tax Returns
Education
Lehigh University 1995 — 2000
BS and BA, Finance and Drama
Chestnut Hill Academy 1988 — 1995
High School, High School
Wesch Financial LLC. August 2011 - Present
Wesch Investments November 2008 - January 2015
Ameriprise Financial January 2006 - November 2008
The Westminster School September 2003 - March 2005
Skills
Financial Planning, Investments, Insurance, Asset Management, Budgets, Wealth, Financial Services, Retirement Planning, Financial Analysis, Wealth Management, Portfolio Management, Accounting, Estate Planning, Securities, Strategic Planning, Income Tax, Tax Preparation, Tax Returns
Education
Lehigh University 1995 — 2000
BS and BA, Finance and Drama
Chestnut Hill Academy 1988 — 1995
High School, High School
Chelsey Cooper Chelsey Cooper's Ameriprise Financial Experience May 2011 - December 2013
Job Kilgore Middle School
Industry Education Management
Experience
Kilgore I S D May 2014 - Present
Ameriprise Financial May 2011 - December 2013
East Texas Pump Jacks May 2013 - August 2013
Austin Bank June 2010 - June 2011
Chili's June 2010 - June 2010
Skills
Microsoft Office, Teaching, Education, Organization, Microsoft Excel, Microsoft Word, Customer Service, Typing, Multi Tasking, Calendaring, Tutoring, Outlook, PowerPoint, Classroom, Bookkeeping, Proofreading, Data Entry
Education
University of Texas at Tyler 2011 — 2014
4-8 Math Education, Mathematics
Tyler Junior College 2011 — 2012
Kilgore College 2009 — 2011
Kilgore I S D May 2014 - Present
Ameriprise Financial May 2011 - December 2013
East Texas Pump Jacks May 2013 - August 2013
Austin Bank June 2010 - June 2011
Chili's June 2010 - June 2010
Skills
Microsoft Office, Teaching, Education, Organization, Microsoft Excel, Microsoft Word, Customer Service, Typing, Multi Tasking, Calendaring, Tutoring, Outlook, PowerPoint, Classroom, Bookkeeping, Proofreading, Data Entry
Education
University of Texas at Tyler 2011 — 2014
4-8 Math Education, Mathematics
Tyler Junior College 2011 — 2012
Kilgore College 2009 — 2011
Dale Scofield, CLU CRPC's Ameriprise Financial Experience December 2001 - December 2007
Job Producer, IPS Advisors
Industry Insurance
Experience
IPS Advisors January 2008 - Present
Ameriprise Financial December 2001 - December 2007
Metro Information Services September 1999 - November 2000
Acuity Technology, Inc. January 1998 - August 1999
Rennaissance Worldwide, Inc. January 1993 - December 1997
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Disability Insurance, Wealth, Insurance, Long-term Care, Financial Advisory, Portfolio Management, Securities, Financial Services, Valuation, Tax, Strategic Financial...
Education
Louisiana State University 1988 — 1992
Business, Finance
IPS Advisors January 2008 - Present
Ameriprise Financial December 2001 - December 2007
Metro Information Services September 1999 - November 2000
Acuity Technology, Inc. January 1998 - August 1999
Rennaissance Worldwide, Inc. January 1993 - December 1997
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Disability Insurance, Wealth, Insurance, Long-term Care, Financial Advisory, Portfolio Management, Securities, Financial Services, Valuation, Tax, Strategic Financial...
Education
Louisiana State University 1988 — 1992
Business, Finance
Robert Pehlman Robert Pehlman's Ameriprise Financial Experience 2009 - 2009
Job Statistics PhD Student at North Carolina State University
Industry Think Tanks
Experience
North Carolina State University April 2014 - Present
MasterCard Advisors November 2011 - July 2012
MasterCard September 2010 - November 2011
Ameriprise Financial 2009 - 2009
Skills
Payments, Debit Cards, Credit Cards, Finance, Social Networking, Microsoft Excel, Event Planning, Social Media
Education
North Carolina State University 2014 — 2018
Doctor of Philosophy (PhD), Statistics
Penn State University 2010 — 2013
Master's degree, Applied Statistics
Manhattanville College 2006 — 2010
Bachelor's degree, Economics and Mathematics
North Carolina State University April 2014 - Present
MasterCard Advisors November 2011 - July 2012
MasterCard September 2010 - November 2011
Ameriprise Financial 2009 - 2009
Skills
Payments, Debit Cards, Credit Cards, Finance, Social Networking, Microsoft Excel, Event Planning, Social Media
Education
North Carolina State University 2014 — 2018
Doctor of Philosophy (PhD), Statistics
Penn State University 2010 — 2013
Master's degree, Applied Statistics
Manhattanville College 2006 — 2010
Bachelor's degree, Economics and Mathematics
Matthew G Roesser Matthew G Roesser's Ameriprise Financial Experience February 2008 - January 2009
Job Field Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. February 2009 - May 2012
Ameriprise Financial February 2008 - January 2009
Ameriprise Financial Services, Inc. August 2007 - January 2008
Prudential Financial January 2007 - July 2007
Prudential Financial January 2004 - December 2006
Prudential Financial January 2000 - December 2003
Skills
Series 7, Series 66, Series 24, Finance, Long Term Care Insurance, Retirement Plan..., Salesforce.com, Change Management, Retirement Planning, Business Planning, Insurance, Uniform Combined State..., Defined Benefit, Small Business, Retirement, Term Life Insurance, Financial Services, Banking, Strategy, Wealth Management, Series 63, CRM, Mutual Funds
Education
La Salle University 2003 — 2005
MBA, Management
Temple University 2001 — 2003
MBA, Management
The George Washington University 2000 — 2001
PMP, Project Management
Seton Hall University 1993 — 1997
BA, Business Administration
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. February 2009 - May 2012
Ameriprise Financial February 2008 - January 2009
Ameriprise Financial Services, Inc. August 2007 - January 2008
Prudential Financial January 2007 - July 2007
Prudential Financial January 2004 - December 2006
Prudential Financial January 2000 - December 2003
Skills
Series 7, Series 66, Series 24, Finance, Long Term Care Insurance, Retirement Plan..., Salesforce.com, Change Management, Retirement Planning, Business Planning, Insurance, Uniform Combined State..., Defined Benefit, Small Business, Retirement, Term Life Insurance, Financial Services, Banking, Strategy, Wealth Management, Series 63, CRM, Mutual Funds
Education
La Salle University 2003 — 2005
MBA, Management
Temple University 2001 — 2003
MBA, Management
The George Washington University 2000 — 2001
PMP, Project Management
Seton Hall University 1993 — 1997
BA, Business Administration
Lisa (Sparkle) Savoy Lisa (Sparkle) Savoy's Ameriprise Financial Experience January 2007 - May 2009
Job HRIS Analyst at Express Scripts
Industry Professional Training & Coaching
Experience
Express Scripts July 2013 - March 2014
Dan McCabe Enterprises, LLC June 2012 - February 2013
DMTE Enterprises, LLC June 2009 - February 2013
Ameriprise Financial January 2007 - May 2009
Minneapolis Public Schools October 2003 - October 2007
Ameriprise Financial March 2004 - January 2006
US Bank January 1997 - January 2003
Skills
PeopleSoft, Database Administration, Budgeting, Microsoft Office, Inventory Management, Cross-functional Team..., Project Coordination, Software Training, Organizational..., Customer Relations, Account Management, Business Analysis, Data Analysis, Microsoft Excel, Microsoft Word, Customer Retention, Data Entry, Writing, Forms, Adobe Creative Suite, Real Estate, Customer Service, Hands-on Training, Budgets, Organizational..., Property Management, Vendor Management, Program Management, Marketing, Human Resources, Troubleshooting, Negotiation, Team Building, PowerPoint, Recruiting, Process Improvement, Public Speaking, Project Management, Analysis, Leadership Development, Coaching, Team Leadership, Selling, Employee Benefits, Outlook, Performance Management, Learning Management..., Sales
Education
Minneapolis Community and Technical College 1991 — 1993
Associate of Computer Science degree, Computer Operations
Lincoln Land Community College 1988 — 1989
Computer Science
Express Scripts July 2013 - March 2014
Dan McCabe Enterprises, LLC June 2012 - February 2013
DMTE Enterprises, LLC June 2009 - February 2013
Ameriprise Financial January 2007 - May 2009
Minneapolis Public Schools October 2003 - October 2007
Ameriprise Financial March 2004 - January 2006
US Bank January 1997 - January 2003
Skills
PeopleSoft, Database Administration, Budgeting, Microsoft Office, Inventory Management, Cross-functional Team..., Project Coordination, Software Training, Organizational..., Customer Relations, Account Management, Business Analysis, Data Analysis, Microsoft Excel, Microsoft Word, Customer Retention, Data Entry, Writing, Forms, Adobe Creative Suite, Real Estate, Customer Service, Hands-on Training, Budgets, Organizational..., Property Management, Vendor Management, Program Management, Marketing, Human Resources, Troubleshooting, Negotiation, Team Building, PowerPoint, Recruiting, Process Improvement, Public Speaking, Project Management, Analysis, Leadership Development, Coaching, Team Leadership, Selling, Employee Benefits, Outlook, Performance Management, Learning Management..., Sales
Education
Minneapolis Community and Technical College 1991 — 1993
Associate of Computer Science degree, Computer Operations
Lincoln Land Community College 1988 — 1989
Computer Science
Richard Komando Richard Komando's Ameriprise Financial Experience September 2006 - October 2008
Job Agency Manager at Komando Insurance & Financial Services
Industry Insurance
Experience
Komando Insurance & Financial Services September 2010 - Present
Northwestern Mutual Financial Network October 2008 - July 2009
Ameriprise Financial September 2006 - October 2008
Skills
Licensed Property &..., Financial Advisor..., business owner,...
Education
King's College
BA, History / Education
University of West Florida - College of Business
MBA, Business
Komando Insurance & Financial Services September 2010 - Present
Northwestern Mutual Financial Network October 2008 - July 2009
Ameriprise Financial September 2006 - October 2008
Skills
Licensed Property &..., Financial Advisor..., business owner,...
Education
King's College
BA, History / Education
University of West Florida - College of Business
MBA, Business
Robert Smotherman Robert Smotherman's Ameriprise Financial Experience January 1990 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1990 - Present
Education
Loyola Marymount University 1983 — 1986
BBS, Finance, General
Ameriprise Financial January 1990 - Present
Education
Loyola Marymount University 1983 — 1986
BBS, Finance, General
Gabi Groshong Gabi Groshong's Ameriprise Financial Experience March 2001 - Present
Job Point Forward Wealth Advisors®, A private wealth advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial March 2001 - Present
Education
Lewis and Clark College 1977 — 1982
College of Financial Planning- Denver Colorado
Ameriprise Financial March 2001 - Present
Education
Lewis and Clark College 1977 — 1982
College of Financial Planning- Denver Colorado
Scotty Scott's Ameriprise Financial Experience October 2004 - February 2006
Job I am a senior level account manager with experiences in Information Technology and Financial Services.
Industry Information Technology and Services
Experience
Sales Integrity, Inc. September 2011 - Present
Bankers Life and Casualty May 2011 - August 2011
Energy Contract Sales August 2010 - February 2011
Superb Speakers and Trainers Bureau November 2007 - June 2010
Waddell & Reed March 2006 - October 2007
Ameriprise Financial October 2004 - February 2006
IBM August 1983 - February 2003
Education
Lamar University
BS
Sales Integrity, Inc. September 2011 - Present
Bankers Life and Casualty May 2011 - August 2011
Energy Contract Sales August 2010 - February 2011
Superb Speakers and Trainers Bureau November 2007 - June 2010
Waddell & Reed March 2006 - October 2007
Ameriprise Financial October 2004 - February 2006
IBM August 1983 - February 2003
Education
Lamar University
BS
Meredith Shuppy Meredith Shuppy's Ameriprise Financial Experience February 2009 - May 2009
Job Seeking Position with NonProfit Agency
Industry Public Relations and Communications
Experience
CASA of Knox County March 2009 - September 2009
Ameriprise Financial February 2009 - May 2009
Pregnancy Resource Center September 2008 - January 2009
Cedar Campus July 2007 - September 2008
Knox College August 2005 - June 2008
Education
Knox College 2004 — 2008
B.A., English Creative Writing
CASA of Knox County March 2009 - September 2009
Ameriprise Financial February 2009 - May 2009
Pregnancy Resource Center September 2008 - January 2009
Cedar Campus July 2007 - September 2008
Knox College August 2005 - June 2008
Education
Knox College 2004 — 2008
B.A., English Creative Writing
Yevgeniy (Eugene) Dubravin Yevgeniy (Eugene) Dubravin's Ameriprise Financial Experience June 2002 - May 2005
Job Senior Endocrinology Sales Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca January 2015 - Present
Astra Zeneca October 2014 - December 2014
AstraZeneca February 2014 - September 2014
Bristol-Myers Squibb, Princeton, New Jersey October 2010 - January 2014
inVentiv Health April 2010 - October 2010
Merck June 2005 - March 2009
Ameriprise Financial June 2002 - May 2005
Skills
Product Launch, Business Planning, Sales Operations, Strategic Planning, Sales, Pharmaceutical Sales, Cardiology, Managed Care, Neurology, Urology, Pharmaceutical Industry, Account Management, Sales Management, New Business Development, Medical Devices, Rheumatology, Market Analysis, Gastroenterology
Education
Lake Superior State University 1998 — 2002
B.S., Finance and Economics
AstraZeneca January 2015 - Present
Astra Zeneca October 2014 - December 2014
AstraZeneca February 2014 - September 2014
Bristol-Myers Squibb, Princeton, New Jersey October 2010 - January 2014
inVentiv Health April 2010 - October 2010
Merck June 2005 - March 2009
Ameriprise Financial June 2002 - May 2005
Skills
Product Launch, Business Planning, Sales Operations, Strategic Planning, Sales, Pharmaceutical Sales, Cardiology, Managed Care, Neurology, Urology, Pharmaceutical Industry, Account Management, Sales Management, New Business Development, Medical Devices, Rheumatology, Market Analysis, Gastroenterology
Education
Lake Superior State University 1998 — 2002
B.S., Finance and Economics
James Brewer,CFP®, AIF®, MBA's Ameriprise Financial Experience August 2006 - February 2009
Job 401k advisor and wealth management Chicago
Industry Financial Services
Experience
Envision 401k Advisors (E4A), 401k Management March 2010 - Present
Envision Wealth Planning (EWP), Chicago Wealth Management March 2010 - Present
Ziegler February 2009 - February 2010
Ameriprise Financial August 2006 - February 2009
Parus Interactive July 2004 - November 2005
Reynolds and Reynolds December 2002 - December 2003
Reynolds & Reynolds February 2001 - November 2002
Mercedes-Benz USA October 1994 - August 1998
Brewer Marketing February 1991 - September 1994
Buick August 1985 - January 1991
Skills
Employer sponsored..., Retirement Planning, Estate Planning, Financial Planning, Portfolio Management, ERISA, 401k, Socially Responsible..., Comprehensive Wealth..., Green Investing, Investments, Retirement, Wealth Management, Finance, Asset Allocation, Management, Strategic Planning, Marketing, Leadership, Wealth, Risk Management, Financial Services, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MS MANAGEMENT
Kettering University 1980 — 1985
BSIA
Bishop Noll Institute
Envision 401k Advisors (E4A), 401k Management March 2010 - Present
Envision Wealth Planning (EWP), Chicago Wealth Management March 2010 - Present
Ziegler February 2009 - February 2010
Ameriprise Financial August 2006 - February 2009
Parus Interactive July 2004 - November 2005
Reynolds and Reynolds December 2002 - December 2003
Reynolds & Reynolds February 2001 - November 2002
Mercedes-Benz USA October 1994 - August 1998
Brewer Marketing February 1991 - September 1994
Buick August 1985 - January 1991
Skills
Employer sponsored..., Retirement Planning, Estate Planning, Financial Planning, Portfolio Management, ERISA, 401k, Socially Responsible..., Comprehensive Wealth..., Green Investing, Investments, Retirement, Wealth Management, Finance, Asset Allocation, Management, Strategic Planning, Marketing, Leadership, Wealth, Risk Management, Financial Services, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MS MANAGEMENT
Kettering University 1980 — 1985
BSIA
Bishop Noll Institute
Alan Foley Alan Foley's Ameriprise Financial Experience October 1990 - Present
Job Financial Advisor CFP ChFC at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1990 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1990
BBA, Finance
Loras College 1985 — 1987
Ameriprise Financial October 1990 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1990
BBA, Finance
Loras College 1985 — 1987
Thomas Lampert, CFP®, ChFC, CLU Thomas Lampert, CFP®, ChFC, CLU's Ameriprise Financial Experience January 1991 - April 2006
Job Certified Financial Planner at Archer Huntley Financial Services
Industry Financial Services
Experience
Archer Huntley Financial Services Inc. May 2012 - Present
Lamplighter Group March 2008 - March 2014
Next Financial December 2008 - April 2012
MetLife December 2006 - December 2008
Ameriprise Financial January 1991 - April 2006
Thomas Nelson Publishers 1986 - 1990
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Estate Planning, Mutual Funds, Fixed Annuities, Securities, Investment Advisory, Portfolio Management, Financial Services, Coaching, Wealth Management, Insurance, Asset Management, Disability Insurance, Wealth Management..., Small Business, IRAs, Investment Strategies, Finance, Series 7, Asset Allocation, Long-term Care, Life Insurance, Financial Planning, Wealth, Investment Management, Personal Finance, Alternative Investments, 401k, Financial Risk, Entrepreneurship, Series 63, Financial Planners, High Net Worth..., Financial Advisory
Education
Liberty University 1985 — 1988
BS in Finance, Finance, Business
Brighton High School 1977 — 1981
High School Diploma, College Preparatory
Scott Keffer Coaching Program
Working with the Affluent
Archer Huntley Financial Services Inc. May 2012 - Present
Lamplighter Group March 2008 - March 2014
Next Financial December 2008 - April 2012
MetLife December 2006 - December 2008
Ameriprise Financial January 1991 - April 2006
Thomas Nelson Publishers 1986 - 1990
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Estate Planning, Mutual Funds, Fixed Annuities, Securities, Investment Advisory, Portfolio Management, Financial Services, Coaching, Wealth Management, Insurance, Asset Management, Disability Insurance, Wealth Management..., Small Business, IRAs, Investment Strategies, Finance, Series 7, Asset Allocation, Long-term Care, Life Insurance, Financial Planning, Wealth, Investment Management, Personal Finance, Alternative Investments, 401k, Financial Risk, Entrepreneurship, Series 63, Financial Planners, High Net Worth..., Financial Advisory
Education
Liberty University 1985 — 1988
BS in Finance, Finance, Business
Brighton High School 1977 — 1981
High School Diploma, College Preparatory
Scott Keffer Coaching Program
Working with the Affluent
Bailey Borzecki, PHR Bailey Borzecki, PHR's Ameriprise Financial Experience February 2006 - July 2006
Job HR Generalist at Dogfish Head Craft Brewery
Industry Food & Beverages
Experience
Dogfish Head Craft Brewery August 2012 - Present
The LIVESTRONG Foundation April 2008 - June 2012
Reznick Group, P.C April 2007 - January 2008
Walden University August 2006 - April 2007
Ameriprise Financial February 2006 - July 2006
Skills
Organizational..., Performance Management, Talent Acquisition, Event Planning, Hiring, College Recruiting, Non-profits, Public Speaking, Leadership Development, Employee Relations, Recruiting, Nonprofits, Talent Management, Strategic Planning, Management, Onboarding, Training, Customer Service, Employee Benefits, Interviews, Human Resources, Deferred Compensation, Leadership, New Hire Orientations
Education
Loyola University Maryland 2001 — 2005
B.A., Communications
Orchard Park High School
Dogfish Head Craft Brewery August 2012 - Present
The LIVESTRONG Foundation April 2008 - June 2012
Reznick Group, P.C April 2007 - January 2008
Walden University August 2006 - April 2007
Ameriprise Financial February 2006 - July 2006
Skills
Organizational..., Performance Management, Talent Acquisition, Event Planning, Hiring, College Recruiting, Non-profits, Public Speaking, Leadership Development, Employee Relations, Recruiting, Nonprofits, Talent Management, Strategic Planning, Management, Onboarding, Training, Customer Service, Employee Benefits, Interviews, Human Resources, Deferred Compensation, Leadership, New Hire Orientations
Education
Loyola University Maryland 2001 — 2005
B.A., Communications
Orchard Park High School
Dan Cussen Dan Cussen's Ameriprise Financial Experience April 1999 - Present
Job Region Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial April 1999 - Present
Skills
Leadership Development, Leadership, Series 63, Series 7, Financial Advisory, Retirement Planning, Wealth Management, Recruiting, Strategy, Strategic Financial...
Education
Le Moyne College 1993 — 1998
BA, Biology, Business
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial April 1999 - Present
Skills
Leadership Development, Leadership, Series 63, Series 7, Financial Advisory, Retirement Planning, Wealth Management, Recruiting, Strategy, Strategic Financial...
Education
Le Moyne College 1993 — 1998
BA, Biology, Business
James Simm's Ameriprise Financial Experience July 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 1993 - Present
Amerirpise Financial March 1987 - Present
Education
LSU 1977 — 1984
BA & MBA, Economics & Finance
Ameriprise Financial July 1993 - Present
Amerirpise Financial March 1987 - Present
Education
LSU 1977 — 1984
BA & MBA, Economics & Finance
Gwendelyn (Wende) Ballew's Ameriprise Financial Experience September 2006 - May 2008
Job Executive Director of Reforming Arts, Inc.
Industry Performing Arts
Experience
Reforming Arts May 2010 - Present
Kennesaw State University August 2009 - May 2011
Ameriprise Financial September 2006 - May 2008
University of West Georgia August 2002 - July 2006
Skills
Public Speaking, Grant Writing, Non-profits, Fundraising, Research, Training, Volunteer Management, Team Leadership, Teaching, Strategic Planning, Strategic Communications, Social Media, Program Management, Policy, Nonprofits, Marketing, Grants, Event Planning, Event Management, Editing, Curriculum Development, Curriculum Design, Community Outreach, Budgets
Education
Kennesaw State University 2009 — 2011
M.A., American Studies
University of West Georgia 2003 — 2006
MBA, Management
University of West Georgia 1992 — 1996
B.A., Theatre
Reforming Arts May 2010 - Present
Kennesaw State University August 2009 - May 2011
Ameriprise Financial September 2006 - May 2008
University of West Georgia August 2002 - July 2006
Skills
Public Speaking, Grant Writing, Non-profits, Fundraising, Research, Training, Volunteer Management, Team Leadership, Teaching, Strategic Planning, Strategic Communications, Social Media, Program Management, Policy, Nonprofits, Marketing, Grants, Event Planning, Event Management, Editing, Curriculum Development, Curriculum Design, Community Outreach, Budgets
Education
Kennesaw State University 2009 — 2011
M.A., American Studies
University of West Georgia 2003 — 2006
MBA, Management
University of West Georgia 1992 — 1996
B.A., Theatre
Alison Shanahan Alison Shanahan's Ameriprise Financial Experience March 2011 - December 2012
Job Business Development Manager for bloom at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2011 - December 2012
Ameriprise Financial March 2010 - March 2011
Merrill Lynch Investment Management May 2000 - September 2001
State Street Research February 1999 - August 1999
State Street Research February 1998 - February 1999
Putnam Investments July 1997 - February 1998
Putnam Investments September 1996 - July 1997
Putnam Investments June 1995 - September 1996
Education
Le Moyne College 1991 — 1995
BA, English
Distinctions and Community Activities
BA Degree, English Literature
Ameriprise Financial March 2011 - December 2012
Ameriprise Financial March 2010 - March 2011
Merrill Lynch Investment Management May 2000 - September 2001
State Street Research February 1999 - August 1999
State Street Research February 1998 - February 1999
Putnam Investments July 1997 - February 1998
Putnam Investments September 1996 - July 1997
Putnam Investments June 1995 - September 1996
Education
Le Moyne College 1991 — 1995
BA, English
Distinctions and Community Activities
BA Degree, English Literature
Angela Smith Harris Angela Smith Harris's Ameriprise Financial Experience August 2010 - Present
Job Reslilient Problem Solver
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
The Willow Group May 2004 - August 2010
GMAC-RFC 2003 - 2008
Berkley Risk Administrators September 2001 - May 2004
Long Term Care Group March 1998 - June 2001
RBC DAIN RAUSCHER January 1997 - January 1998
FEDERAL RESERVE BANK January 1987 - January 1997
Skills
Business Analysis, Program Management, Business Process, Financial Analysis, Analysis, Financial Reporting, Project Management, Management, Sarbanes-Oxley Act, Access, Finance, Banking, Leadership, Strategic Planning, Portfolio Management, Team Leadership, Financial Services, Cash Management, General Ledger, Business Process..., Process Improvement, Risk Management, Start-ups
Education
University of Iowa 1986 — 1988
M.B.A; B.S, Finance; Physical Therapy
University of Iowa - Henry B. Tippie College of Business 1984 — 1986
MBA, Finance
Northwestern University - The Feinberg School of Medicine 1980 — 1981
B.S., Physical Therapy
Luther College 1976 — 1980
B.A., Biology with Secondary Education
Luther College
B.A, Biology; Secondary Teaching
Ameriprise Financial August 2010 - Present
The Willow Group May 2004 - August 2010
GMAC-RFC 2003 - 2008
Berkley Risk Administrators September 2001 - May 2004
Long Term Care Group March 1998 - June 2001
RBC DAIN RAUSCHER January 1997 - January 1998
FEDERAL RESERVE BANK January 1987 - January 1997
Skills
Business Analysis, Program Management, Business Process, Financial Analysis, Analysis, Financial Reporting, Project Management, Management, Sarbanes-Oxley Act, Access, Finance, Banking, Leadership, Strategic Planning, Portfolio Management, Team Leadership, Financial Services, Cash Management, General Ledger, Business Process..., Process Improvement, Risk Management, Start-ups
Education
University of Iowa 1986 — 1988
M.B.A; B.S, Finance; Physical Therapy
University of Iowa - Henry B. Tippie College of Business 1984 — 1986
MBA, Finance
Northwestern University - The Feinberg School of Medicine 1980 — 1981
B.S., Physical Therapy
Luther College 1976 — 1980
B.A., Biology with Secondary Education
Luther College
B.A, Biology; Secondary Teaching
James Ponder Jr.'s Ameriprise Financial Experience December 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2009 - Present
Education
Louisiana State University 1981 — 1985
Bachelor of Arts, Journalism
Ameriprise Financial December 2009 - Present
Education
Louisiana State University 1981 — 1985
Bachelor of Arts, Journalism
Brent Hanks Brent Hanks's Ameriprise Financial Experience May 2006 - August 2006
Job A&G Reporting Analyst at Optum Health
Industry Insurance
Experience
Optum October 2013 - Present
ING U.S. August 2012 - October 2013
ING U.S. September 2010 - August 2012
ING U.S. November 2007 - August 2010
CarQuest Auto Parts January 2005 - May 2007
Ameriprise Financial May 2006 - August 2006
Skills
Account Reconciliation, Outlook, Access, PeopleSoft, Payroll, Accounts Receivable, Invoicing, Data Entry, Management, Business Analysis, Employee Benefits, Microsoft Excel, Benefits Administration, PowerPoint, Auditing, Hyperion Interactive..., Hyperion Reports, Relational Databases
Education
Maranatha Baptist Bible College 2003 — 2007
Bachelor, Business Administration; Accounting ManagementBusiness management
Optum October 2013 - Present
ING U.S. August 2012 - October 2013
ING U.S. September 2010 - August 2012
ING U.S. November 2007 - August 2010
CarQuest Auto Parts January 2005 - May 2007
Ameriprise Financial May 2006 - August 2006
Skills
Account Reconciliation, Outlook, Access, PeopleSoft, Payroll, Accounts Receivable, Invoicing, Data Entry, Management, Business Analysis, Employee Benefits, Microsoft Excel, Benefits Administration, PowerPoint, Auditing, Hyperion Interactive..., Hyperion Reports, Relational Databases
Education
Maranatha Baptist Bible College 2003 — 2007
Bachelor, Business Administration; Accounting ManagementBusiness management
Brent Christen's Ameriprise Financial Experience October 2006 - July 2008
Job Manager of Legal Affairs at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo February 2010 - August 2011
Wells Fargo LLC September 2008 - March 2010
Ameriprise Financial October 2006 - July 2008
Ameriprise Financial 1995 - 2008
Ameriprise Financial June 2002 - October 2006
American Express Financial Advisors December 1999 - June 2002
American Express Financial Advisors February 1995 - December 1999
Skills
Series 7, Coaching, Mutual Funds, Human Resources, Team Leadership, Policy, Leadership, Financial Advisory, Customer Service, Insurance, Accounting
Education
University of St. Thomas 1992 — 1994
M.A., Theology
Loras College 1980 — 1984
B.A., Degree in English Literature with a minor in Philosophy. At that time, also an IA Secondary Educatio
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo February 2010 - August 2011
Wells Fargo LLC September 2008 - March 2010
Ameriprise Financial October 2006 - July 2008
Ameriprise Financial 1995 - 2008
Ameriprise Financial June 2002 - October 2006
American Express Financial Advisors December 1999 - June 2002
American Express Financial Advisors February 1995 - December 1999
Skills
Series 7, Coaching, Mutual Funds, Human Resources, Team Leadership, Policy, Leadership, Financial Advisory, Customer Service, Insurance, Accounting
Education
University of St. Thomas 1992 — 1994
M.A., Theology
Loras College 1980 — 1984
B.A., Degree in English Literature with a minor in Philosophy. At that time, also an IA Secondary Educatio
Dan Fradin Dan Fradin's Ameriprise Financial Experience January 2007 - November 2007
Job Project Manager
Industry Management Consulting
Experience
Wells Fargo July 2013 - September 2013
Wells Fargo April 2012 - December 2012
Wells Fargo January 2010 - June 2011
Target December 2008 - February 2009
Ameriprise Financial January 2007 - November 2007
Boston Scientific January 2006 - November 2006
Boston Scientific October 2005 - January 2006
Nash Finch Company July 2000 - July 2005
3M July 1974 - December 1998
Skills
MS Project, GSDM, IT Management, Project Delivery, Requirements Gathering, SDLC, Project Management, Budgets, MS Office Suite, MS Visio, MS Word, MS Excel, MS PowerPoint, MS SharePoint, AQMS, Live Meeting, Lotus Notes, Outlook, Change Management, Remedy Administration, Clarity, Visio, Analysis, Business Process, Leadership, Management, PMO, Software Development, Process Improvement, SharePoint
Education
Kent State University
Bachelor's degree, Aerospace Technology
Wells Fargo July 2013 - September 2013
Wells Fargo April 2012 - December 2012
Wells Fargo January 2010 - June 2011
Target December 2008 - February 2009
Ameriprise Financial January 2007 - November 2007
Boston Scientific January 2006 - November 2006
Boston Scientific October 2005 - January 2006
Nash Finch Company July 2000 - July 2005
3M July 1974 - December 1998
Skills
MS Project, GSDM, IT Management, Project Delivery, Requirements Gathering, SDLC, Project Management, Budgets, MS Office Suite, MS Visio, MS Word, MS Excel, MS PowerPoint, MS SharePoint, AQMS, Live Meeting, Lotus Notes, Outlook, Change Management, Remedy Administration, Clarity, Visio, Analysis, Business Process, Leadership, Management, PMO, Software Development, Process Improvement, SharePoint
Education
Kent State University
Bachelor's degree, Aerospace Technology
Chris Yoder Chris Yoder's Ameriprise Financial Experience August 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2008 - Present
Education
Liberty University 2005 — 2009
Finance
Ameriprise Financial August 2008 - Present
Education
Liberty University 2005 — 2009
Finance
Amy Morris Amy Morris's Ameriprise Financial Experience April 2010 - April 2011
Job Financial Analyst II at CenterPoint Energy
Industry Utilities
Experience
CenterPoint Energy April 2015 - Present
CenterPoint Energy March 2013 - April 2015
Northwestern Mutual April 2011 - March 2013
Ameriprise Financial April 2010 - April 2011
H&R Block December 2009 - April 2010
Skills
Customer Service, Insurance, Financial Analysis, Microsoft Excel, PowerPoint, Leadership, Budgets, Accounting, Word, Customer Relations, Microsoft Office, Outlook, Sales, Risk Management, Strategic Financial..., Access, Microsoft Word
Education
University of Arkansas at Little Rock 2009 — 2011
Finance, Financial Planning
Lyon College 2007 — 2009
Business
Lakeside High School
CenterPoint Energy April 2015 - Present
CenterPoint Energy March 2013 - April 2015
Northwestern Mutual April 2011 - March 2013
Ameriprise Financial April 2010 - April 2011
H&R Block December 2009 - April 2010
Skills
Customer Service, Insurance, Financial Analysis, Microsoft Excel, PowerPoint, Leadership, Budgets, Accounting, Word, Customer Relations, Microsoft Office, Outlook, Sales, Risk Management, Strategic Financial..., Access, Microsoft Word
Education
University of Arkansas at Little Rock 2009 — 2011
Finance, Financial Planning
Lyon College 2007 — 2009
Business
Lakeside High School
Tom Linn's Ameriprise Financial Experience 2008 - Present
Job Branch Manager / Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
Financial Planning Association (FPA) 2012 - 2015
H&R Block Financial Advisors January 1996 - 2007
Merrill Lynch 1993 - 1995
Education
Louisiana State University 1991 — 1995
BS, Finance
Ameriprise Financial 2008 - Present
Financial Planning Association (FPA) 2012 - 2015
H&R Block Financial Advisors January 1996 - 2007
Merrill Lynch 1993 - 1995
Education
Louisiana State University 1991 — 1995
BS, Finance
Jeffrey Bonney, CFP®, CLTC Jeffrey Bonney, CFP®, CLTC's Ameriprise Financial Experience December 1989 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial December 1989 - Present
Exxon Shipping Co October 1984 - October 1989
Education
Maine Maritime Academy 1978 — 1982
BS Engineering
Kennebunk High School 1974 — 1978
Ameriprise Financial December 1989 - Present
Exxon Shipping Co October 1984 - October 1989
Education
Maine Maritime Academy 1978 — 1982
BS Engineering
Kennebunk High School 1974 — 1978
Megan Granda Megan Granda's Ameriprise Financial Experience December 2004 - June 2010
Job Financial Advisor at Dollard, Mast, & Granda, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Dollard, Mast, & Granda, A financial advisory practice of Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. July 2003 - August 2011
Ameriprise Financial December 2004 - June 2010
Ameriprise Financial Services, Inc. December 2004 - December 2008
Ameriprise Financial Services, Inc. August 2002 - December 2004
Education
Kettering University 1999 — 2004
Dollard, Mast, & Granda, A financial advisory practice of Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. July 2003 - August 2011
Ameriprise Financial December 2004 - June 2010
Ameriprise Financial Services, Inc. December 2004 - December 2008
Ameriprise Financial Services, Inc. August 2002 - December 2004
Education
Kettering University 1999 — 2004
Donovan VanHaltren Donovan VanHaltren's Ameriprise Financial Experience March 2008 - July 2008
Job ..Joined the SC VMM Team
Industry Information Technology and Services
Experience
Microsoft May 2011 - Present
Sierra Systems August 2008 - May 2011
Ameriprise Financial March 2008 - July 2008
HCL July 1997 - February 2008
HCL 1997 - 2008
Rockwell August 2006 - August 2007
HCL Technologies 1997 - 2007
HCL Technologies America Inc 2004 - 2005
Skills
Software Project..., Requirements Analysis, Software Development, SOA, Agile Methodologies, Microsoft SQL Server, SOAP, C#, .NET, WCF, SDLC, XML, ASP.NET, Web Services, Scrum, C++, Agile & Waterfall..., Requirements Management, Proposal Writing
Education
Pondicherry University 1994 — 1997
MCA, Computer Applications
Madras Christian College 1991 — 1994
BCom, Commerce
Doveton Corrie 1983 — 1991
UG, UG
Microsoft May 2011 - Present
Sierra Systems August 2008 - May 2011
Ameriprise Financial March 2008 - July 2008
HCL July 1997 - February 2008
HCL 1997 - 2008
Rockwell August 2006 - August 2007
HCL Technologies 1997 - 2007
HCL Technologies America Inc 2004 - 2005
Skills
Software Project..., Requirements Analysis, Software Development, SOA, Agile Methodologies, Microsoft SQL Server, SOAP, C#, .NET, WCF, SDLC, XML, ASP.NET, Web Services, Scrum, C++, Agile & Waterfall..., Requirements Management, Proposal Writing
Education
Pondicherry University 1994 — 1997
MCA, Computer Applications
Madras Christian College 1991 — 1994
BCom, Commerce
Doveton Corrie 1983 — 1991
UG, UG
Joshua J. Krohne, CFP®, CRPC® Joshua J. Krohne, CFP®, CRPC®'s Ameriprise Financial Experience June 2006 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2006 - Present
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, International Business
The University of Georgia 2001 — 2003
Minor, German Studies
Kennesaw State University 1999 — 2001
Business, German
Marietta High School 1996 — 2000
Ameriprise Financial June 2006 - Present
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, International Business
The University of Georgia 2001 — 2003
Minor, German Studies
Kennesaw State University 1999 — 2001
Business, German
Marietta High School 1996 — 2000
David Koth David Koth's Ameriprise Financial Experience 2012 - 2013
Job Account Manager and Annuity Specialist at RiverSource Annuities
Industry Financial Services
Experience
RiverSource Annuities January 2011 - Present
Ameriprise Financial 2012 - 2013
Ameriprise Financial June 2002 - December 2010
Northwestern Mutual 1998 - 2002
Education
Luther College 1992 — 1996
Robbinsdale Armstrong High School
RiverSource Annuities January 2011 - Present
Ameriprise Financial 2012 - 2013
Ameriprise Financial June 2002 - December 2010
Northwestern Mutual 1998 - 2002
Education
Luther College 1992 — 1996
Robbinsdale Armstrong High School
Lori Crow Lori Crow's Ameriprise Financial Experience December 2008 - October 2010
Job Human Resources Training Specialist at JACER Corporation
Industry Human Resources
Experience
JACER Corporation October 2010 - Present
Ameriprise Financial December 2008 - October 2010
Vanity Fair Brands , ( formerly of VF Corporation ) August 2007 - August 2008
Century 21 Across Atlanta June 2005 - December 2007
AT&T (Georgia Middle Markets) Atlanta 2000 - 2004
AT&T, Atlanta GA August 2000 - January 2001
Britches Great Outdoors 1997 - 1999
Skills
Employee Relations, Operations Management, Recruiting, Human Resources, Training, Employee Training, Leadership, Talent Management, Management, Program Management, Personnel Management, Team Leadership, Team Building, Coaching, Leadership Development, Performance Management, Interviews
Education
Kennesaw State University 2008 — 2008
Certificate in Human Resources Essentials
Western Carolina University 1986 — 2000
Bachelor of Science, Business Administration, double major in Management and Marketing
Blue Ridge High 1980 — 1984
Diploma
JACER Corporation October 2010 - Present
Ameriprise Financial December 2008 - October 2010
Vanity Fair Brands , ( formerly of VF Corporation ) August 2007 - August 2008
Century 21 Across Atlanta June 2005 - December 2007
AT&T (Georgia Middle Markets) Atlanta 2000 - 2004
AT&T, Atlanta GA August 2000 - January 2001
Britches Great Outdoors 1997 - 1999
Skills
Employee Relations, Operations Management, Recruiting, Human Resources, Training, Employee Training, Leadership, Talent Management, Management, Program Management, Personnel Management, Team Leadership, Team Building, Coaching, Leadership Development, Performance Management, Interviews
Education
Kennesaw State University 2008 — 2008
Certificate in Human Resources Essentials
Western Carolina University 1986 — 2000
Bachelor of Science, Business Administration, double major in Management and Marketing
Blue Ridge High 1980 — 1984
Diploma
Richard Komando, MBA Richard Komando, MBA's Ameriprise Financial Experience September 2006 - October 2008
Job Adjunct Professor at Northwest Florida State College
Industry Financial Services
Experience
Northwest Florida State College September 2014 - Present
Seacoast Collegiate High School July 2014 - Present
Komando Insurance & Financial Services June 2010 - July 2013
Northwestern Mutual Financial Network October 2008 - July 2009
Ameriprise Financial September 2006 - October 2008
Activcard 1995 - 1996
Amstar 1980 - 1988
Skills
Insurance, Financial Planning, Investments, Long Term Care, Financial Analysis, Retirement Planning, Annuities, Mutual Funds, Retirement, Disability Insurance, Health Insurance, Brokers, Series 7, Accident, Term Life Insurance, Computer Security, Retirement Income..., 401k, IRA's, Estate Planning, Financial Advisory, Insurance Planning, Asset Management, Wealth Management, Asset, Wealth Accumulation, Annuity, Strategic Financial..., Fixed Annuities, Financial Services, Investment Advisory, Series 63, Long Term Care Insurance, Financial Planners, Asset Allocation, Securities, Small Business, Life Insurance, Business Planning, Mergers & Acquisitions, Employee Benefits, Whole Life, Finance, Series 65
Education
University of West Florida - College of Business 1989 — 1990
MBA, Business Administration
University of West Florida 1988 — 1990
MBA, Business
King's College
BA / MBA, MBA - Business - University of W. Florida
St Mary's High
Northwest Florida State College September 2014 - Present
Seacoast Collegiate High School July 2014 - Present
Komando Insurance & Financial Services June 2010 - July 2013
Northwestern Mutual Financial Network October 2008 - July 2009
Ameriprise Financial September 2006 - October 2008
Activcard 1995 - 1996
Amstar 1980 - 1988
Skills
Insurance, Financial Planning, Investments, Long Term Care, Financial Analysis, Retirement Planning, Annuities, Mutual Funds, Retirement, Disability Insurance, Health Insurance, Brokers, Series 7, Accident, Term Life Insurance, Computer Security, Retirement Income..., 401k, IRA's, Estate Planning, Financial Advisory, Insurance Planning, Asset Management, Wealth Management, Asset, Wealth Accumulation, Annuity, Strategic Financial..., Fixed Annuities, Financial Services, Investment Advisory, Series 63, Long Term Care Insurance, Financial Planners, Asset Allocation, Securities, Small Business, Life Insurance, Business Planning, Mergers & Acquisitions, Employee Benefits, Whole Life, Finance, Series 65
Education
University of West Florida - College of Business 1989 — 1990
MBA, Business Administration
University of West Florida 1988 — 1990
MBA, Business
King's College
BA / MBA, MBA - Business - University of W. Florida
St Mary's High
Donna Chaney Donna Chaney's Ameriprise Financial Experience 2004 - 2007
Job Financial Planner / Investment Manager at Chaney Financial Services, Inc.
Industry Financial Services
Experience
Chaney Financial Services, Inc. 2008 - Present
Ameriprise Financial 2004 - 2007
Capgemini Consulting 2002 - 2004
Ernst & Young 1996 - 2002
PacifiCare Health Systems 1990 - 1996
Skills
Financial Planning, Investment Management
Education
University of California, Los Angeles 2003 — 2007
Certificate, Personal Financial Planning
Lehigh University - College of Business and Economics 1977 — 1981
BS, Accounting
Chaney Financial Services, Inc. 2008 - Present
Ameriprise Financial 2004 - 2007
Capgemini Consulting 2002 - 2004
Ernst & Young 1996 - 2002
PacifiCare Health Systems 1990 - 1996
Skills
Financial Planning, Investment Management
Education
University of California, Los Angeles 2003 — 2007
Certificate, Personal Financial Planning
Lehigh University - College of Business and Economics 1977 — 1981
BS, Accounting
Mike Boursier Mike Boursier's Ameriprise Financial Experience July 1996 - March 2009
Job Corporate Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial July 1996 - March 2009
FBS Investment Services June 1994 - August 1996
Lutheran Brotherhood January 1993 - June 1994
US Navy July 1981 - February 1993
Skills
Strategic Financial..., Financial Services, Investments
Education
Investment Management Consultants Association 2006 — 2008
CIMA, Investment Management
College of Financial Planning 1992 — 1994
CFP
Troy State University 1990 — 1992
MS, Management
Macalester College 1974 — 1979
BA, Economics, Psychology
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial July 1996 - March 2009
FBS Investment Services June 1994 - August 1996
Lutheran Brotherhood January 1993 - June 1994
US Navy July 1981 - February 1993
Skills
Strategic Financial..., Financial Services, Investments
Education
Investment Management Consultants Association 2006 — 2008
CIMA, Investment Management
College of Financial Planning 1992 — 1994
CFP
Troy State University 1990 — 1992
MS, Management
Macalester College 1974 — 1979
BA, Economics, Psychology
Arun Kolli Arun Kolli's Ameriprise Financial Experience October 2007 - November 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Ameriprise Financial October 2007 - November 2008
Kenpeople Technologies October 2004 - April 2007
Education
Koneru Lakshmaiah College of Engineering 2000 — 2004
BTech, Electroncs And Computer Engineering
Ameriprise Financial October 2007 - November 2008
Kenpeople Technologies October 2004 - April 2007
Education
Koneru Lakshmaiah College of Engineering 2000 — 2004
BTech, Electroncs And Computer Engineering
Jennifer Ryan Woods Jennifer Ryan Woods's Ameriprise Financial Experience 2013 - 2013
Job Financial Writer
Industry Writing and Editing
Experience
Forbes April 2015 - Present
Entrepreneur Media April 2015 - Present
CNBC 2007 - Present
AllianceBernstein September 2014 - April 2015
Long Island Pulse Magazine June 2014 - 2015
InvestmentNews May 2013 - June 2014
Women's Initiative 2014 - 2014
Penguin Group USA 2009 - 2014
Ameriprise Financial 2013 - 2013
TheStreet.com 2006 - 2007
Skills
News Writing, Journalism, Business Journalism, Breaking News, Online Journalism, Feature Articles, Editing, Editorial, AP Style, Copywriting, Newspapers, Copy Editing, Media Relations, Content Development, Investigative Reporting, Social Media, Publications, Personal Finance
Education
Lehigh University 1999 — 2003
BA, Journalism
Friends Academy 1991 — 1999
High School Diploma
Forbes April 2015 - Present
Entrepreneur Media April 2015 - Present
CNBC 2007 - Present
AllianceBernstein September 2014 - April 2015
Long Island Pulse Magazine June 2014 - 2015
InvestmentNews May 2013 - June 2014
Women's Initiative 2014 - 2014
Penguin Group USA 2009 - 2014
Ameriprise Financial 2013 - 2013
TheStreet.com 2006 - 2007
Skills
News Writing, Journalism, Business Journalism, Breaking News, Online Journalism, Feature Articles, Editing, Editorial, AP Style, Copywriting, Newspapers, Copy Editing, Media Relations, Content Development, Investigative Reporting, Social Media, Publications, Personal Finance
Education
Lehigh University 1999 — 2003
BA, Journalism
Friends Academy 1991 — 1999
High School Diploma
Atang Gilika Atang Gilika's Ameriprise Financial Experience October 2008 - November 2008
Job MBA Candidate at Tuck School of Business
Industry Management Consulting
Experience
Tuck School of Business at Dartmouth August 2014 - Present
Genzyme June 2015 - August 2015
Analysis Group July 2010 - June 2014
State of Minnesota December 2008 - May 2010
Ameriprise Financial October 2008 - November 2008
Skills
Financial Modeling, Economic Modeling, Data Analysis, Biotechnology, Quantitative Analytics, Valuation, Business Strategy, Consulting, Finance, Economics, SAS, Marketing Strategy, Econometrics, Research, ArcGIS, Competitive Analysis, Recruiting, Strategy, Peer Mentoring, Market Research, Management Consulting, Team Management, Project Management, Marketing, Product Launch, Pharmaceutical Industry, Multiple Sclerosis, Neurology
Education
Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Macalester College 2006 — 2010
Bachelor of Arts (B.A.), Economics
United World College - USA 2004 — 2006
International Baccalaureate (I.B.)
Tuck School of Business at Dartmouth August 2014 - Present
Genzyme June 2015 - August 2015
Analysis Group July 2010 - June 2014
State of Minnesota December 2008 - May 2010
Ameriprise Financial October 2008 - November 2008
Skills
Financial Modeling, Economic Modeling, Data Analysis, Biotechnology, Quantitative Analytics, Valuation, Business Strategy, Consulting, Finance, Economics, SAS, Marketing Strategy, Econometrics, Research, ArcGIS, Competitive Analysis, Recruiting, Strategy, Peer Mentoring, Market Research, Management Consulting, Team Management, Project Management, Marketing, Product Launch, Pharmaceutical Industry, Multiple Sclerosis, Neurology
Education
Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Macalester College 2006 — 2010
Bachelor of Arts (B.A.), Economics
United World College - USA 2004 — 2006
International Baccalaureate (I.B.)
Donald James Donald James's Ameriprise Financial Experience 2005 - 2006
Job Passive Candidate Pipeline Builder
Industry Internet
Experience
Docker, Inc July 2015 - Present
Dropbox November 2011 - July 2015
Zynga March 2011 - November 2011
Digital Artist Management July 2010 - March 2011
Terran Systems August 2007 - July 2010
C2K Technologies October 2006 - August 2007
Ameriprise Financial 2005 - 2006
Skills
Sourcing, Technical Recruiting, Closing, Talent Identification, Full-cycle Recruiting, SDLC, Recruiting, Talent Management, Management, Interviews, Vendor Management, Leadership, Applicant Tracking..., Project Management, Program Management, Team Leadership, CRM, Start-ups, Talent Acquisition, College Recruiting, Human Resources, Product Management
Education
Loyola Marymount University 2001 — 2005
Bachelors of Arts, English (Writing Emphasis)
Docker, Inc July 2015 - Present
Dropbox November 2011 - July 2015
Zynga March 2011 - November 2011
Digital Artist Management July 2010 - March 2011
Terran Systems August 2007 - July 2010
C2K Technologies October 2006 - August 2007
Ameriprise Financial 2005 - 2006
Skills
Sourcing, Technical Recruiting, Closing, Talent Identification, Full-cycle Recruiting, SDLC, Recruiting, Talent Management, Management, Interviews, Vendor Management, Leadership, Applicant Tracking..., Project Management, Program Management, Team Leadership, CRM, Start-ups, Talent Acquisition, College Recruiting, Human Resources, Product Management
Education
Loyola Marymount University 2001 — 2005
Bachelors of Arts, English (Writing Emphasis)
David Heichel David Heichel's Ameriprise Financial Experience January 1994 - May 2004
Job President at PIIP, Inc.
Industry Financial Services
Experience
PIIP, Inc. February 2005 - Present
Pinnacle Wealth Planning June 2004 - February 2005
Ameriprise Financial January 1994 - May 2004
Skills
Retirement Planning, Investments, Financial Advisory, Estate Planning, Financial Planners, Series 7, Investment Advisory, Retirement, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Mutual Funds, Investment Strategies, Insurance, Fixed Annuities, Asset Managment, Portfolio Management, Financial Services, Securities, Disability Insurance, Financial Analysis
Education
The Ohio State University 1990 — 1993
BA, Journalism
Kent State University 1987 — 1989
PIIP, Inc. February 2005 - Present
Pinnacle Wealth Planning June 2004 - February 2005
Ameriprise Financial January 1994 - May 2004
Skills
Retirement Planning, Investments, Financial Advisory, Estate Planning, Financial Planners, Series 7, Investment Advisory, Retirement, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Mutual Funds, Investment Strategies, Insurance, Fixed Annuities, Asset Managment, Portfolio Management, Financial Services, Securities, Disability Insurance, Financial Analysis
Education
The Ohio State University 1990 — 1993
BA, Journalism
Kent State University 1987 — 1989
Syed Tahir Hasan's Ameriprise Financial Experience February 2007 - January 2008
Job Financial Services at Ernst & Young Advisory
Industry Financial Services
Experience
Ernst & Young May 2012 - Present
Cognizant Technology Solutions November 2006 - May 2012
Ameriprise Financial February 2007 - January 2008
Independent Consulting June 2005 - October 2006
OATI May 2003 - June 2005
Minnesota Power August 2001 - May 2003
Skills
Retail Brokerage, IBM Mainframe, UML Modelling, .NET framework, Financial..., Data Analysis, BPM, J2EE, Process Engineering, Software Project..., PL/SQL, Asset and Wealth..., Erwin Data Modeller, Ebix Annuitynet, IBM Tivoli Identity..., Thomson One, Thomson BETA, Pega PRPC, Business Process Design, SDLC, .NET, Java Enterprise Edition, Agile Methodologies, Systems Analysis, C#, JavaScript, SOA, Tomcat, Erwin, Data Warehousing, Software Design, Integration, Databases, Brokers, Visio, Web Services, Tivoli Identity Manager, Enterprise Architecture, JSP, XML, UML, ASP.NET, Microsoft SQL Server, Oracle, VB.NET, Web Applications, T-SQL, Java, Business Analysis
Education
University of St. Thomas 2005 — 2007
Masters, Software Engineering
University of Minnesota-Duluth 2000 — 2003
Bachelors, Computer Science
Lahore University of Management Sciences 1999 — 2000
Bachelor of Science (BSc), Computer Science
St Patrick's High School 1997 — 1999
GCE A-Levels, Pre-Engineering
Ernst & Young May 2012 - Present
Cognizant Technology Solutions November 2006 - May 2012
Ameriprise Financial February 2007 - January 2008
Independent Consulting June 2005 - October 2006
OATI May 2003 - June 2005
Minnesota Power August 2001 - May 2003
Skills
Retail Brokerage, IBM Mainframe, UML Modelling, .NET framework, Financial..., Data Analysis, BPM, J2EE, Process Engineering, Software Project..., PL/SQL, Asset and Wealth..., Erwin Data Modeller, Ebix Annuitynet, IBM Tivoli Identity..., Thomson One, Thomson BETA, Pega PRPC, Business Process Design, SDLC, .NET, Java Enterprise Edition, Agile Methodologies, Systems Analysis, C#, JavaScript, SOA, Tomcat, Erwin, Data Warehousing, Software Design, Integration, Databases, Brokers, Visio, Web Services, Tivoli Identity Manager, Enterprise Architecture, JSP, XML, UML, ASP.NET, Microsoft SQL Server, Oracle, VB.NET, Web Applications, T-SQL, Java, Business Analysis
Education
University of St. Thomas 2005 — 2007
Masters, Software Engineering
University of Minnesota-Duluth 2000 — 2003
Bachelors, Computer Science
Lahore University of Management Sciences 1999 — 2000
Bachelor of Science (BSc), Computer Science
St Patrick's High School 1997 — 1999
GCE A-Levels, Pre-Engineering
Jessica Bendjebar's Ameriprise Financial Experience April 2011 - December 2013
Job Manager of Talent Acquisition and Retention at AIM Consulting Group
Industry Information Technology and Services
Experience
AIM Consulting Group December 2014 - July 2015
NEWSCYCLE Solutions December 2013 - December 2014
Self Employed February 2010 - November 2014
Ameriprise Financial April 2011 - December 2013
JJR Power, LLC September 2009 - May 2010
Lynn University September 2008 - August 2009
Skills
Recruiting, Research, Leadership, Social Networking, Talent Acquisition, Management, Analysis, Applicant Tracking..., Technical Recruiting, CRM, Process Improvement, Networking, Sourcing, Onboarding, Quantitative Research, Strategic Planning, Behavioral Research, Survey Research, Executive Search, IT Consulting, Consulting, Benefits Negotiation, Metrics, Processes Development, Proposal Writing, Corporate Recruiting, Business Development, Information Technology, Training, Relationship Management
Education
Lynn University 2008 — 2009
Master's Degree, Applied Psychology
Lynn University 2005 — 2008
Bachelor's Degree, Psychology
Minnetonka Senior High School 2000 — 2004
AIM Consulting Group December 2014 - July 2015
NEWSCYCLE Solutions December 2013 - December 2014
Self Employed February 2010 - November 2014
Ameriprise Financial April 2011 - December 2013
JJR Power, LLC September 2009 - May 2010
Lynn University September 2008 - August 2009
Skills
Recruiting, Research, Leadership, Social Networking, Talent Acquisition, Management, Analysis, Applicant Tracking..., Technical Recruiting, CRM, Process Improvement, Networking, Sourcing, Onboarding, Quantitative Research, Strategic Planning, Behavioral Research, Survey Research, Executive Search, IT Consulting, Consulting, Benefits Negotiation, Metrics, Processes Development, Proposal Writing, Corporate Recruiting, Business Development, Information Technology, Training, Relationship Management
Education
Lynn University 2008 — 2009
Master's Degree, Applied Psychology
Lynn University 2005 — 2008
Bachelor's Degree, Psychology
Minnetonka Senior High School 2000 — 2004
Ruben Shrestha Ruben Shrestha's Ameriprise Financial Experience June 2007 - December 2010
Job
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Tech Pro, Inc. February 2006 - Present
Wells Fargo Home Mortgage November 2012 - January 2014
ING February 2011 - October 2012
Ameriprise Financial June 2007 - December 2010
Wells Fargo Home Mortgage 2006 - 2007
Carlson Hospitality Worldwide May 2005 - December 2005
Metropolitan State University December 2003 - December 2005
G.M.P Poliuretani S.p.A January 2002 - June 2002
Solutions Consultant, (P) Ltd. 1999 - 2001
Skills
Business Analysis, SDLC, Visio, Requirements Analysis, SharePoint, Process Improvement, Business Intelligence, Requirements Gathering, Software Project..., Data Modeling, SQL, Project Management, Business Process, Agile Methodologies, Software Documentation
Education
Metropolitan State University 2002 — 2005
MMIS, Information Systems
University of Kansas - Graduate School of Business 2001 — 2002
MBA, International MBA
Kuvempu Vishwavidyanilaya 1995 — 1999
Bachelor of Engineering (B.E.), Industrial Engineering
Tribhuvan Vishwavidalaya 1992 — 1994
Intermediate of Science (I.Sc), Physics, Chemistry, Mathematics
St. Xavier's College
Ameriprise Financial Services, Inc. January 2014 - Present
Tech Pro, Inc. February 2006 - Present
Wells Fargo Home Mortgage November 2012 - January 2014
ING February 2011 - October 2012
Ameriprise Financial June 2007 - December 2010
Wells Fargo Home Mortgage 2006 - 2007
Carlson Hospitality Worldwide May 2005 - December 2005
Metropolitan State University December 2003 - December 2005
G.M.P Poliuretani S.p.A January 2002 - June 2002
Solutions Consultant, (P) Ltd. 1999 - 2001
Skills
Business Analysis, SDLC, Visio, Requirements Analysis, SharePoint, Process Improvement, Business Intelligence, Requirements Gathering, Software Project..., Data Modeling, SQL, Project Management, Business Process, Agile Methodologies, Software Documentation
Education
Metropolitan State University 2002 — 2005
MMIS, Information Systems
University of Kansas - Graduate School of Business 2001 — 2002
MBA, International MBA
Kuvempu Vishwavidyanilaya 1995 — 1999
Bachelor of Engineering (B.E.), Industrial Engineering
Tribhuvan Vishwavidalaya 1992 — 1994
Intermediate of Science (I.Sc), Physics, Chemistry, Mathematics
St. Xavier's College
Laura Bickel, MBA Laura Bickel, MBA's Ameriprise Financial Experience August 2014 - Present
Job Registered Client Service Associate at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2014 - Present
RiverSource December 2012 - August 2014
Ameriprise Financial Services, Inc. June 2011 - December 2012
COUNTRY Financial® January 2010 - June 2011
Hutchinson Area Health Care January 2007 - September 2009
Skills
Policy, Finance, Administrative..., Mutual Funds, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern University
Master of Music, Piano Performance and Pedagogy
Lawrence University
Bachelor of Music, Piano Performance
Ameriprise Financial August 2014 - Present
RiverSource December 2012 - August 2014
Ameriprise Financial Services, Inc. June 2011 - December 2012
COUNTRY Financial® January 2010 - June 2011
Hutchinson Area Health Care January 2007 - September 2009
Skills
Policy, Finance, Administrative..., Mutual Funds, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern University
Master of Music, Piano Performance and Pedagogy
Lawrence University
Bachelor of Music, Piano Performance
Matthew B. Frank Matthew B. Frank's Ameriprise Financial Experience 1991 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1991 - Present
U.S. Commission on Civil Rights 1990 - 1991
Phillip Brothers 1989 - 1990
COMEX 1985 - 1988
Coffee, Sugar, Cocoa Exchange 1981 - 1985
Minneapolis Grain Exchange 1980 - 1981
Kansas City Board of Trade 1979 - 1980
Education
Maharishi University of Management 1975 — 1979
B.A., Interdisciplinary Studies
Ameriprise Financial 1991 - Present
U.S. Commission on Civil Rights 1990 - 1991
Phillip Brothers 1989 - 1990
COMEX 1985 - 1988
Coffee, Sugar, Cocoa Exchange 1981 - 1985
Minneapolis Grain Exchange 1980 - 1981
Kansas City Board of Trade 1979 - 1980
Education
Maharishi University of Management 1975 — 1979
B.A., Interdisciplinary Studies
Brian Lake CRPC Brian Lake CRPC's Ameriprise Financial Experience July 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial July 2010 - Present
Ameriprise Financial October 2002 - July 2010
Ameriprise Financial September 2000 - October 2002
Education
Kent State University 1995 — 2000
Bachelors Degree Business Administration, Finance, Marketing
Ameriprise Financial July 2010 - Present
Ameriprise Financial October 2002 - July 2010
Ameriprise Financial September 2000 - October 2002
Education
Kent State University 1995 — 2000
Bachelors Degree Business Administration, Finance, Marketing
Evangeline Trumble Evangeline Trumble's Ameriprise Financial Experience October 2006 - February 2008
Job Senior Relationship Manager at AssetMark, Inc.
Industry Financial Services
Experience
AssetMark April 2013 - Present
Genworth Financial August 2009 - April 2013
Charles Schwab February 2008 - April 2009
Ameriprise Financial October 2006 - February 2008
USAA Federal Savings Bank 2002 - 2006
Choice Hotels International January 1998 - January 2001
Choice Hotels International January 1996 - January 1998
Choice Hotels International January 1993 - January 1996
Skills
Employee Benefits, Retirement, Sales, Strategic Planning, Call Centers, Budgets, Series 7, Estate Planning, Pensions, Financial Advisory, Small Business, Retirement Savings, Business Relationship..., Operations Management, Workforce Planning, Workflow Applications, IRAs, Trust Services, Manage Client..., Department Budgeting, Executive Coaching, Department..., Financial Services, Management, Investments, Leadership, Retirement Planning, Business Strategy, CRM, Portfolio Management, Risk Management
Education
Lewis and Clark College
Bachelor of Arts, Communications
AssetMark April 2013 - Present
Genworth Financial August 2009 - April 2013
Charles Schwab February 2008 - April 2009
Ameriprise Financial October 2006 - February 2008
USAA Federal Savings Bank 2002 - 2006
Choice Hotels International January 1998 - January 2001
Choice Hotels International January 1996 - January 1998
Choice Hotels International January 1993 - January 1996
Skills
Employee Benefits, Retirement, Sales, Strategic Planning, Call Centers, Budgets, Series 7, Estate Planning, Pensions, Financial Advisory, Small Business, Retirement Savings, Business Relationship..., Operations Management, Workforce Planning, Workflow Applications, IRAs, Trust Services, Manage Client..., Department Budgeting, Executive Coaching, Department..., Financial Services, Management, Investments, Leadership, Retirement Planning, Business Strategy, CRM, Portfolio Management, Risk Management
Education
Lewis and Clark College
Bachelor of Arts, Communications
Ronald Guirnalda Ronald Guirnalda's Ameriprise Financial Experience November 2005 - September 2010
Job Market Control Specialist Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - September 2012
Ameriprise Financial November 2005 - September 2010
UBS Financial Services November 1997 - November 2005
Merrill Lynch April 1994 - October 1997
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BA, Business
Morgan Stanley Smith Barney September 2010 - September 2012
Ameriprise Financial November 2005 - September 2010
UBS Financial Services November 1997 - November 2005
Merrill Lynch April 1994 - October 1997
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BA, Business
Andy Walmsley Andy Walmsley's Ameriprise Financial Experience April 2007 - March 2012
Job Financial Advisor with Citizens Financial
Industry Financial Services
Experience
Citizens Financial February 2012 - Present
Ameriprise Financial April 2007 - March 2012
First Community Bank February 2005 - April 2007
Education
Lyon College 1993 — 1996
BA, Economics
Citizens Financial February 2012 - Present
Ameriprise Financial April 2007 - March 2012
First Community Bank February 2005 - April 2007
Education
Lyon College 1993 — 1996
BA, Economics
Jaclynn Kuehlewind Jaclynn Kuehlewind's Ameriprise Financial Experience September 2003 - May 2006
Job Corporate Account Executive at MicroEdge
Industry Computer Software
Experience
MicroEdge April 2011 - Present
Travelzoo January 2011 - April 2011
The Sports Club/LA May 2006 - August 2010
Ameriprise Financial September 2003 - May 2006
Skills
Strategic Partnerships, Solution Selling, Account Management, Strategy, Selling, Business Development, Lead Generation, Management, Salesforce.com, SaaS, Enterprise Software, Sales Management, Marketing Strategy, Sales, Cold Calling, Integrated Marketing, Start-ups, Sales Process, Direct Sales, Social Media Marketing, New Business Development, CRM, Marketing, Sales Operations, B2B, Sales Presentations, Product Marketing, Online Advertising, Email Marketing
Education
Loyola Marymount University 2000 — 2004
Bachelor of Science, Economics and Music
MicroEdge April 2011 - Present
Travelzoo January 2011 - April 2011
The Sports Club/LA May 2006 - August 2010
Ameriprise Financial September 2003 - May 2006
Skills
Strategic Partnerships, Solution Selling, Account Management, Strategy, Selling, Business Development, Lead Generation, Management, Salesforce.com, SaaS, Enterprise Software, Sales Management, Marketing Strategy, Sales, Cold Calling, Integrated Marketing, Start-ups, Sales Process, Direct Sales, Social Media Marketing, New Business Development, CRM, Marketing, Sales Operations, B2B, Sales Presentations, Product Marketing, Online Advertising, Email Marketing
Education
Loyola Marymount University 2000 — 2004
Bachelor of Science, Economics and Music
Mark Schwarzmann Mark Schwarzmann's Ameriprise Financial Experience 2005 - 2007
Job Senior Advisor at Oliver Wyman and Principal at Independence Associates
Industry Financial Services
Experience
Oliver Wyman November 2014 - Present
Independence Associates 2007 - Present
Ameriprise Financial 2005 - 2007
American Express 2003 - 2005
Munich Re, Automation Solutions 2000 - 2003
GE January 1985 - October 2000
Genworth Financial 2000 - September 2000
Genworth Financial 1997 - January 2000
GE Capital - ResCom 1995 - 1996
GE Capital Commercial Real Estate 1994 - 1995
Education
Lafayette College 1980 — 1984
AB
GE Crotonville
Oliver Wyman November 2014 - Present
Independence Associates 2007 - Present
Ameriprise Financial 2005 - 2007
American Express 2003 - 2005
Munich Re, Automation Solutions 2000 - 2003
GE January 1985 - October 2000
Genworth Financial 2000 - September 2000
Genworth Financial 1997 - January 2000
GE Capital - ResCom 1995 - 1996
GE Capital Commercial Real Estate 1994 - 1995
Education
Lafayette College 1980 — 1984
AB
GE Crotonville
Laurence Hawthorne's Ameriprise Financial Experience April 2000 - March 2010
Job n
Industry Financial Services
Experience
Advia Financial Advisors, CUNA Mutual Group December 2013 - June 2015
Boy Scouts of America October 2012 - November 2013
PNC Investments September 2010 - October 2012
Ameriprise Financial April 2000 - March 2010
Western Michigan University September 1994 - May 2000
Western Michigan University September 1994 - May 2000
Skills
Estate Planning, Leadership, Retirement Planning, Fixed Annuities, Retirement, Investments, Strategic Planning, Wealth Management, Insurance, Finance, Financial Advisory, Small Business, Succession Planning, Sales, Financial Planning, Wealth, Mutual Funds, Investment Strategies, Personal Finance, Strategic Financial..., 401k Rollovers, Financial Analysis, Financial Modeling, Series 7, Asset Allocation, Investment Advisory
Education
Western Michigan University 1994 — 2000
Ph.D. (ABD), Medieval History
Long Island University, C.W. Post Campus
M.A., European History
University of California, Berkeley
B.A., Political Science
Advia Financial Advisors, CUNA Mutual Group December 2013 - June 2015
Boy Scouts of America October 2012 - November 2013
PNC Investments September 2010 - October 2012
Ameriprise Financial April 2000 - March 2010
Western Michigan University September 1994 - May 2000
Western Michigan University September 1994 - May 2000
Skills
Estate Planning, Leadership, Retirement Planning, Fixed Annuities, Retirement, Investments, Strategic Planning, Wealth Management, Insurance, Finance, Financial Advisory, Small Business, Succession Planning, Sales, Financial Planning, Wealth, Mutual Funds, Investment Strategies, Personal Finance, Strategic Financial..., 401k Rollovers, Financial Analysis, Financial Modeling, Series 7, Asset Allocation, Investment Advisory
Education
Western Michigan University 1994 — 2000
Ph.D. (ABD), Medieval History
Long Island University, C.W. Post Campus
M.A., European History
University of California, Berkeley
B.A., Political Science
Ian Staples CFP®, ChFC®, CLU® Ian Staples CFP®, ChFC®, CLU®'s Ameriprise Financial Experience January 2010 - Present
Job Regional Director Branch Development at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
Ameriprise Financial February 1993 - December 2009
Barnett Bank Of Lake County, NA February 1986 - December 1992
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Services, Financial Advisory, Retirement Planning, Series 63, Leadership, Finance, Investments, Financial Planning, Mutual Funds, Recruiting, Series 24, FINRA, Retirement, Asset Allocation, Securities, ChFC, Certified Financial..., Series 6, Investment Advisory, CLU, Management, Uniform Combined State..., Wealth, Asset Management, Alternative Investments, 401k, Wealth Management..., Banking, Financial Planners, IRAs, Business Strategy, Entrepreneurship, Series 65, Investment Management, Insurance, Portfolio Management, CFP, Fixed Annuities, Estate Planning, Business Planning, Personal Financial..., Marketing, Sales, Series 9/10, Practice Management, Financial Recruiting
Education
Kingston College 1981 — 1982
Ameriprise Financial January 2010 - Present
Ameriprise Financial February 1993 - December 2009
Barnett Bank Of Lake County, NA February 1986 - December 1992
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Services, Financial Advisory, Retirement Planning, Series 63, Leadership, Finance, Investments, Financial Planning, Mutual Funds, Recruiting, Series 24, FINRA, Retirement, Asset Allocation, Securities, ChFC, Certified Financial..., Series 6, Investment Advisory, CLU, Management, Uniform Combined State..., Wealth, Asset Management, Alternative Investments, 401k, Wealth Management..., Banking, Financial Planners, IRAs, Business Strategy, Entrepreneurship, Series 65, Investment Management, Insurance, Portfolio Management, CFP, Fixed Annuities, Estate Planning, Business Planning, Personal Financial..., Marketing, Sales, Series 9/10, Practice Management, Financial Recruiting
Education
Kingston College 1981 — 1982
Jennifer Anders Jennifer Anders's Ameriprise Financial Experience May 2008 - August 2009
Job Program Assistant at Kent State
Industry Higher Education
Experience
Kent State December 2010 - Present
AXA Advisors, North Point Financial Group March 2010 - February 2011
Ameriprise Financial May 2008 - August 2009
Kent State University 1999 - 2008
Skills
Customer Satisfaction, Microsoft Excel, Leadership, Higher Education, Event Planning, Social Media, Public Speaking, Customer Service, Research, Microsoft Office
Education
Kent State University 2012 — 2015
Master of Education (M.Ed.), Clinical Mental Health Counseling
Kent State University
BBA, Finance
Kent State December 2010 - Present
AXA Advisors, North Point Financial Group March 2010 - February 2011
Ameriprise Financial May 2008 - August 2009
Kent State University 1999 - 2008
Skills
Customer Satisfaction, Microsoft Excel, Leadership, Higher Education, Event Planning, Social Media, Public Speaking, Customer Service, Research, Microsoft Office
Education
Kent State University 2012 — 2015
Master of Education (M.Ed.), Clinical Mental Health Counseling
Kent State University
BBA, Finance
Joseph Tretola's Ameriprise Financial Experience 1999 - 2008
Job Life & Health Solutions
Industry Financial Services
Experience
Life & Health Solutions, LLC September 2010 - Present
Debt Remedy Partners August 2008 - September 2010
Ameriprise Financial 1999 - 2008
Xaviar's Resturaunt Group 1995 - 2000
Prime Financial Services September 1997 - April 1999
Skills
Mutual Funds, Account Management, Retirement Planning, Strategic Financial..., Retirement, Social Media Marketing, Series 7, Long-term Care, Insurance, Investments, Equities, Mortgage Lending, Finance, Health Insurance, New Business Development, Sales, Series 63, Advertising, Financial Services, Marketing, Strategic Planning, Customer Service, Sales Management, Marketing Strategy, Small Business, Management
Education
Manhattan College 1993 — 1997
Finance & Economics
Life & Health Solutions, LLC September 2010 - Present
Debt Remedy Partners August 2008 - September 2010
Ameriprise Financial 1999 - 2008
Xaviar's Resturaunt Group 1995 - 2000
Prime Financial Services September 1997 - April 1999
Skills
Mutual Funds, Account Management, Retirement Planning, Strategic Financial..., Retirement, Social Media Marketing, Series 7, Long-term Care, Insurance, Investments, Equities, Mortgage Lending, Finance, Health Insurance, New Business Development, Sales, Series 63, Advertising, Financial Services, Marketing, Strategic Planning, Customer Service, Sales Management, Marketing Strategy, Small Business, Management
Education
Manhattan College 1993 — 1997
Finance & Economics
Melanie Matus Demont's Ameriprise Financial Experience January 2007 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial January 2007 - Present
RBC Dain Rauscher July 2003 - December 2006
Wells Fargo 2000 - 2003
Artesyn Technologies 1996 - 2000
Fredrikson & Byron 1994 - 1996
Rubloff 1990 - 1994
Skills
Onboarding, Succession Planning, Workforce Planning, Applicant Tracking..., Deferred Compensation, Employee Benefits, Employee Engagement, Talent Acquisition, HRIS, Talent Management, Employee Relations, Benefits Administration, Recruiting, Human Resources, Executive Search, Personnel Management, Performance Management
Education
Loyola University of Chicago 1992 — 1996
Masters
University of Wisconsin-Madison 1981 — 1985
BA
Ameriprise Financial January 2007 - Present
RBC Dain Rauscher July 2003 - December 2006
Wells Fargo 2000 - 2003
Artesyn Technologies 1996 - 2000
Fredrikson & Byron 1994 - 1996
Rubloff 1990 - 1994
Skills
Onboarding, Succession Planning, Workforce Planning, Applicant Tracking..., Deferred Compensation, Employee Benefits, Employee Engagement, Talent Acquisition, HRIS, Talent Management, Employee Relations, Benefits Administration, Recruiting, Human Resources, Executive Search, Personnel Management, Performance Management
Education
Loyola University of Chicago 1992 — 1996
Masters
University of Wisconsin-Madison 1981 — 1985
BA
Sam Brownell's Ameriprise Financial Experience August 2006 - November 2006
Job Managing Director at Stratus Capital Management, LLC
Industry Financial Services
Experience
Stratus Capital Management, LLC July 2013 - Present
NERA Economic Consulting October 2012 - September 2013
Spain Tech Center May 2012 - August 2012
Wunderlich Securities September 2011 - April 2012
Unviersity of Maryland August 2009 - May 2011
JMP Securities August 2007 - September 2008
ARK Financial November 2006 - April 2007
Ameriprise Financial August 2006 - November 2006
Skills
Equity Research, Excel, Financial Modeling, Microsoft Excel, Equities, Market Research, Analysis, Portfolio Management
Education
University of Maryland College Park 2009 — 2011
MBA, Finance
Loyola University Maryland 2001 — 2005
BBA, Economics
Stratus Capital Management, LLC July 2013 - Present
NERA Economic Consulting October 2012 - September 2013
Spain Tech Center May 2012 - August 2012
Wunderlich Securities September 2011 - April 2012
Unviersity of Maryland August 2009 - May 2011
JMP Securities August 2007 - September 2008
ARK Financial November 2006 - April 2007
Ameriprise Financial August 2006 - November 2006
Skills
Equity Research, Excel, Financial Modeling, Microsoft Excel, Equities, Market Research, Analysis, Portfolio Management
Education
University of Maryland College Park 2009 — 2011
MBA, Finance
Loyola University Maryland 2001 — 2005
BBA, Economics
Mark Janda's Ameriprise Financial Experience 2006 - 2007
Job Program Manager, Interim Executive, Architect and Strategist
Industry Information Technology and Services
Experience
Faulise, Janda & Docherty September 2012 - Present
Faulise, Janda & Docherty January 2012 - Present
Faulise, Janda & Docherty March 1996 - Present
Chicago Mac Race 2014 - 2015
Engagepoint 2013 - 2013
Bluestem Brands 2012 - 2012
Best Buy 2007 - March 2011
Amerprise Financial 2006 - 2007
Ameriprise Financial 2006 - 2007
The Toro Company 1989 - 2006
Skills
Process Improvement, Program Management, Management, Vendor Management, PMO, Project Management, Strategy, Business Strategy, Product Development, Team Leadership, IT Strategy, Business Analysis, Management Consulting, Disaster Recovery, Leadership, Strategic Planning, Team Building, Analysis, Integration, Project Planning, Change Management, Business Process, Business Process..., Cross-functional Team..., Business Intelligence
Education
Luther College 1971 — 1975
Bachelor of Arts, Music Performance
Burnsville High School 1969 — 1971
Faulise, Janda & Docherty September 2012 - Present
Faulise, Janda & Docherty January 2012 - Present
Faulise, Janda & Docherty March 1996 - Present
Chicago Mac Race 2014 - 2015
Engagepoint 2013 - 2013
Bluestem Brands 2012 - 2012
Best Buy 2007 - March 2011
Amerprise Financial 2006 - 2007
Ameriprise Financial 2006 - 2007
The Toro Company 1989 - 2006
Skills
Process Improvement, Program Management, Management, Vendor Management, PMO, Project Management, Strategy, Business Strategy, Product Development, Team Leadership, IT Strategy, Business Analysis, Management Consulting, Disaster Recovery, Leadership, Strategic Planning, Team Building, Analysis, Integration, Project Planning, Change Management, Business Process, Business Process..., Cross-functional Team..., Business Intelligence
Education
Luther College 1971 — 1975
Bachelor of Arts, Music Performance
Burnsville High School 1969 — 1971
Gary Christensen, HCS, PMP's Ameriprise Financial Experience June 2011 - Present
Job ManagerWorkforce Strategy & Operations, Human Resources at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2011 - Present
Ameriprise Financial May 2007 - June 2011
Ameriprise Financial November 1998 - May 2007
Ameriprise Financial Services, Inc. May 1995 - November 1998
Education
Macalester College 1983 — 1987
Ameriprise Financial June 2011 - Present
Ameriprise Financial May 2007 - June 2011
Ameriprise Financial November 1998 - May 2007
Ameriprise Financial Services, Inc. May 1995 - November 1998
Education
Macalester College 1983 — 1987
Bill Mawby's Ameriprise Financial Experience November 1999 - January 2010
Job Registered Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc. January 2010 - Present
Walnut Street Securities, Inc. January 2010 - August 2013
Ameriprise Financial November 1999 - January 2010
Skills
Investment Advisory, Finance, Securities, Investments, Financial Planners, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Registered Investment..., Retirement, Portfolio Management, 401k, Wealth Management, Financial Advisory, FINRA, Series 63, Strategic Financial...
Education
Kenyon College 1982 — 1986
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc. January 2010 - Present
Walnut Street Securities, Inc. January 2010 - August 2013
Ameriprise Financial November 1999 - January 2010
Skills
Investment Advisory, Finance, Securities, Investments, Financial Planners, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Registered Investment..., Retirement, Portfolio Management, 401k, Wealth Management, Financial Advisory, FINRA, Series 63, Strategic Financial...
Education
Kenyon College 1982 — 1986
Lars Olson's Ameriprise Financial Experience 2009 - 2010
Job Sr. Salesforce.com Consultant
Industry Information Technology and Services
Experience
Redpath Consulting Group April 2015 - Present
Ameriprise Financial 2009 - 2010
RiverSource Investments 2006 - 2009
American Express Financial Advisors 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Financial Services, Leadership, Asset Management, Business Analysis, SDLC, CRM, Asset Managment, Email Marketing, Salesforce.com..., Salesforce.com...
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MBA, MIS
Luther College 1988 — 1992
Bachelor's Degree, History
Kolding Gymnasium 1986 — 1987
Redpath Consulting Group April 2015 - Present
Ameriprise Financial 2009 - 2010
RiverSource Investments 2006 - 2009
American Express Financial Advisors 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Financial Services, Leadership, Asset Management, Business Analysis, SDLC, CRM, Asset Managment, Email Marketing, Salesforce.com..., Salesforce.com...
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MBA, MIS
Luther College 1988 — 1992
Bachelor's Degree, History
Kolding Gymnasium 1986 — 1987
Jacqueline Dunker, MBA, CPA's Ameriprise Financial Experience November 2009 - Present
Job Principal Accountant at Ameriprise Financial
Industry Accounting
Experience
Ameriprise Financial November 2009 - Present
Globe University September 2009 - December 2009
Ameriprise Financial December 2007 - October 2009
RBC Dain Rauscher November 2005 - June 2007
RBC Dain Rauscher September 2002 - November 2005
Boulay January 2001 - September 2002
Carlson Advisors, LLC August 1999 - January 2001
Skills
Finance, Accounting, Tax, Consolidation, Investments, CPA, Financial Analysis, Financial Reporting, Financial Planning, Forecasting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, SEC Filings, Process Improvement
Education
Metropolitan State University 2004 — 2005
MBA, Masters of Business Administration
Lakeland College 1997 — 1999
Bachelors, Acccounting
Ameriprise Financial November 2009 - Present
Globe University September 2009 - December 2009
Ameriprise Financial December 2007 - October 2009
RBC Dain Rauscher November 2005 - June 2007
RBC Dain Rauscher September 2002 - November 2005
Boulay January 2001 - September 2002
Carlson Advisors, LLC August 1999 - January 2001
Skills
Finance, Accounting, Tax, Consolidation, Investments, CPA, Financial Analysis, Financial Reporting, Financial Planning, Forecasting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, SEC Filings, Process Improvement
Education
Metropolitan State University 2004 — 2005
MBA, Masters of Business Administration
Lakeland College 1997 — 1999
Bachelors, Acccounting
Esteban Zuno's Ameriprise Financial Experience August 2006 - January 2008
Job Financial Advisor
Industry Financial Services
Experience
Large Bank April 2015 - Present
Financial Advisor May 2012 - April 2015
Chase Investment Services Corp January 2008 - May 2012
WaMu January 2008 - February 2009
Ameriprise Financial August 2006 - January 2008
Skills
Investments, Finance, Financial Advisory, Financial Analysis, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Management, Valuation, Investment Strategies, Financial Services, Banking, Customer Service, Sales, Insurance
Education
Loyola Marymount University 2002 — 2006
BBA, Business Administration
Loyola Marymount University, College of Business Administration 2002 — 2006
Business Administration, Finance, Management, Entrepreneurship
University of International Business and Economics
Large Bank April 2015 - Present
Financial Advisor May 2012 - April 2015
Chase Investment Services Corp January 2008 - May 2012
WaMu January 2008 - February 2009
Ameriprise Financial August 2006 - January 2008
Skills
Investments, Finance, Financial Advisory, Financial Analysis, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Management, Valuation, Investment Strategies, Financial Services, Banking, Customer Service, Sales, Insurance
Education
Loyola Marymount University 2002 — 2006
BBA, Business Administration
Loyola Marymount University, College of Business Administration 2002 — 2006
Business Administration, Finance, Management, Entrepreneurship
University of International Business and Economics
Kari Larson's Ameriprise Financial Experience 2006 - 2009
Job Director, Planning & Administration
Industry Financial Services
Experience
Ameriprise Financial Services, Inc, December 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - December 2014
Respicardia, Inc (formerly Cardiac Concepts) May 2009 - May 2011
Ameriprise Financial 2006 - 2009
Ameriprise Financial 2004 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2000 - 2002
Boston Health Care Systems 1997 - 2000
Lutheran Social Services of Minnesota 1993 - 1997
Skills
Financial Services, Budgets, Leadership, Project Management
Education
Luther College 1989 — 1993
BA, Social Work
Ameriprise Financial Services, Inc, December 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - December 2014
Respicardia, Inc (formerly Cardiac Concepts) May 2009 - May 2011
Ameriprise Financial 2006 - 2009
Ameriprise Financial 2004 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2000 - 2002
Boston Health Care Systems 1997 - 2000
Lutheran Social Services of Minnesota 1993 - 1997
Skills
Financial Services, Budgets, Leadership, Project Management
Education
Luther College 1989 — 1993
BA, Social Work
Justin Hensel's Ameriprise Financial Experience 2003 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2003 - Present
American Express 2001 - 2003
United States Army Marksmanship Unit September 1993 - September 1997
Education
Louisiana State University 2008 — 2009
Bachelor of Arts, Economics
Baton Rouge Community College 2006 — 2008
Associates Degree, General Studies/Business Administration
Diamond Bar High School 1989 — 1993
Ameriprise Financial 2003 - Present
American Express 2001 - 2003
United States Army Marksmanship Unit September 1993 - September 1997
Education
Louisiana State University 2008 — 2009
Bachelor of Arts, Economics
Baton Rouge Community College 2006 — 2008
Associates Degree, General Studies/Business Administration
Diamond Bar High School 1989 — 1993
Robert Schinsky, CFP's Ameriprise Financial Experience June 2005 - Present
Job Financial Advisor
Industry Investment Management
Experience
Ameriprise Financial June 2005 - Present
Education
Loyola University of Chicago 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Ameriprise Financial June 2005 - Present
Education
Loyola University of Chicago 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Roderick Gosa's Ameriprise Financial Experience July 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1998 - Present
Ameriprise Financial July 1998 - Present
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Wealth Management, Investments, Financial Advisory, Investment Advisory, Asset Allocation, Series 7, Securities, Team Building, Investment Strategies, Series 63, Insurance, Uniform Combined State..., Leadership, Marketing Strategy, Fixed Annuities, Retirement, Wealth, Equities, Financial Planning, Asset Management
Education
Kentucky State University 1977 — 1981
BS, Business Management and Economics
Ameriprise Financial July 1998 - Present
Ameriprise Financial July 1998 - Present
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Wealth Management, Investments, Financial Advisory, Investment Advisory, Asset Allocation, Series 7, Securities, Team Building, Investment Strategies, Series 63, Insurance, Uniform Combined State..., Leadership, Marketing Strategy, Fixed Annuities, Retirement, Wealth, Equities, Financial Planning, Asset Management
Education
Kentucky State University 1977 — 1981
BS, Business Management and Economics
Stacy Fabacher's Ameriprise Financial Experience October 2007 - January 2010
Job Implementation Manager, Field Execution & Training
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - June 2011
Ameriprise Financial October 2007 - January 2010
Ameriprise Financial Services, Inc. April 2007 - October 2007
Ameriprise Financial March 1999 - April 2007
American Express Financial Advisors March 1997 - March 1999
New Orleans Metropolitan Convention & Visitors Bureau 1993 - 1997
Elmwood Medical Center 1993 - 1993
Skills
Project Management, Strategic Communications, Collaboration Solutions, Budgets, Change Management, Marketing, CRM, Leadership, Management, Business Analysis, Strategic Planning, Financial Services, Marketing Strategy
Education
Verbatim Court Reporting Academy 1990 — 1995
Stenography, Medical & Legal Terminology
Louisiana State University 1986 — 1989
General
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - June 2011
Ameriprise Financial October 2007 - January 2010
Ameriprise Financial Services, Inc. April 2007 - October 2007
Ameriprise Financial March 1999 - April 2007
American Express Financial Advisors March 1997 - March 1999
New Orleans Metropolitan Convention & Visitors Bureau 1993 - 1997
Elmwood Medical Center 1993 - 1993
Skills
Project Management, Strategic Communications, Collaboration Solutions, Budgets, Change Management, Marketing, CRM, Leadership, Management, Business Analysis, Strategic Planning, Financial Services, Marketing Strategy
Education
Verbatim Court Reporting Academy 1990 — 1995
Stenography, Medical & Legal Terminology
Louisiana State University 1986 — 1989
General
Richard Perske's Ameriprise Financial Experience Business system managerameriprise financial2006 - 2008
Job FTS at Ameriprise Financial
Industry Computer Hardware
Experience
Ameriprise Financial Business system managerameriprise financial2006 - 2008
Education
Lawrence Technological University 1982 — 1986
Moorhead High School
Ameriprise Financial Business system managerameriprise financial2006 - 2008
Education
Lawrence Technological University 1982 — 1986
Moorhead High School
Helene Wanczyk's Ameriprise Financial Experience April 2005 - March 2009
Job Executive Administrative Assistant
Industry Financial Services
Experience
Lincoln Financial Advisors July 2009 - Present
Ameriprise Financial April 2005 - March 2009
EDS December 1999 - May 2004
Education
Macomb Community College 1977 — 1981
2 years, Accounting
St. Florian High School 1974 — 1977
Lincoln Financial Advisors July 2009 - Present
Ameriprise Financial April 2005 - March 2009
EDS December 1999 - May 2004
Education
Macomb Community College 1977 — 1981
2 years, Accounting
St. Florian High School 1974 — 1977
Alyssia Shrestha's Ameriprise Financial Experience June 2010 - March 2013
Job Senior Field Service Professional Compensation and Licensing Investigations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial June 2010 - March 2013
Ameriprise Financial November 2007 - June 2010
Ameriprise Financial October 2006 - November 2007
Lego Store 2003 - 2005
US Bank 2002 - 2003
Skills
Banking, PowerPoint, Management, Lotus Notes, Microsoft Excel, Microsoft Word, SSD, 10 Key, Macro, Customer Service, Client Liaison, Close Attention to..., Handle Multiple Projects, Problem Solving, Knowledge Management, Lean Thinking, Outlook, Thompson O, Escalation Resolution
Education
North Central University 2000 — 2004
B.A, International Studies
Lincoln College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial June 2010 - March 2013
Ameriprise Financial November 2007 - June 2010
Ameriprise Financial October 2006 - November 2007
Lego Store 2003 - 2005
US Bank 2002 - 2003
Skills
Banking, PowerPoint, Management, Lotus Notes, Microsoft Excel, Microsoft Word, SSD, 10 Key, Macro, Customer Service, Client Liaison, Close Attention to..., Handle Multiple Projects, Problem Solving, Knowledge Management, Lean Thinking, Outlook, Thompson O, Escalation Resolution
Education
North Central University 2000 — 2004
B.A, International Studies
Lincoln College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Rebecca T. Richards's Ameriprise Financial Experience April 2005 - December 2006
Job Operations Specialist at McMasterCarr
Industry Business Supplies and Equipment
Experience
McMaster-Carr September 2012 - Present
Invent Now September 2011 - August 2012
Invent Now, Inc January 2010 - September 2011
Kent State University January 2009 - February 2011
Allstate November 2006 - October 2008
Ameriprise Financial April 2005 - December 2006
Skills
Strategic Planning, Leadership, Marketing, Team Building, Training, Management, Public Speaking, Microsoft Office
Education
Kent State University
MBA, Human Resources concentration
University of South Alabama 2000 — 2003
BA, Communications (Public Relations Track)
State of Ohio
McMaster-Carr September 2012 - Present
Invent Now September 2011 - August 2012
Invent Now, Inc January 2010 - September 2011
Kent State University January 2009 - February 2011
Allstate November 2006 - October 2008
Ameriprise Financial April 2005 - December 2006
Skills
Strategic Planning, Leadership, Marketing, Team Building, Training, Management, Public Speaking, Microsoft Office
Education
Kent State University
MBA, Human Resources concentration
University of South Alabama 2000 — 2003
BA, Communications (Public Relations Track)
State of Ohio
Marcus Mongiello's Ameriprise Financial Experience 2007 - 2008
Job Financial Advisor at GunnAllen Financial
Industry Investment Management
Experience
GunnAllen Financial June 2008 - Present
Ameriprise Financial 2007 - 2008
Education
LIU Post 2002 — 2006
Managment
LIU Post 2002 — 2006
GunnAllen Financial June 2008 - Present
Ameriprise Financial 2007 - 2008
Education
LIU Post 2002 — 2006
Managment
LIU Post 2002 — 2006
Erika Wachholz's Ameriprise Financial Experience November 2005 - July 2008
Job Registered principal delegate and paraplanner with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Quest Wealth Management with Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2015
RiverSource Distributors/Ameriprise Financial October 2008 - May 2010
Ameriprise Financial November 2005 - July 2008
Ameriprise Financial October 2003 - November 2005
Prudential Securities/Wachovia Securities July 2002 - September 2003
Edward Jones August 2001 - June 2002
American Express Financial Advisors April 2000 - July 2001
American Express Financial Advisors May 1998 - April 2000
Education
Luther College 1993 — 1997
BA, Music
Quest Wealth Management with Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2015
RiverSource Distributors/Ameriprise Financial October 2008 - May 2010
Ameriprise Financial November 2005 - July 2008
Ameriprise Financial October 2003 - November 2005
Prudential Securities/Wachovia Securities July 2002 - September 2003
Edward Jones August 2001 - June 2002
American Express Financial Advisors April 2000 - July 2001
American Express Financial Advisors May 1998 - April 2000
Education
Luther College 1993 — 1997
BA, Music
Nicole (Schenk) Wasiakowski's Ameriprise Financial Experience August 2004 - March 2007
Job Relationship Project Manager at SEI
Industry Financial Services
Kari Karsnick's Ameriprise Financial Experience June 2010 - August 2012
Job Senior Audit Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial June 2010 - August 2012
Ameriprise Financial January 2007 - June 2010
KPMG LLP August 2004 - January 2007
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Risk Management, Financial Analysis, Financial Risk, Sarbanes-Oxley, Financial Reporting, Finance, Risk Assessment, Process Improvement
Education
Luther College 2000 — 2004
Bachelor of Arts, Accounting & Economics
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial June 2010 - August 2012
Ameriprise Financial January 2007 - June 2010
KPMG LLP August 2004 - January 2007
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Risk Management, Financial Analysis, Financial Risk, Sarbanes-Oxley, Financial Reporting, Finance, Risk Assessment, Process Improvement
Education
Luther College 2000 — 2004
Bachelor of Arts, Accounting & Economics
Josephine Malana's Ameriprise Financial Experience September 1997 - April 2001
Job Administrative Assistant
Industry Banking
Experience
WaMu/JP Morgan Chase May 2001 - January 2009
Ameriprise Financial September 1997 - April 2001
Skills
Outlook, Software Documentation, PowerPoint, Administrative..., Time Management, Administration
Education
Renton Technical College 2009 — 2009
Reimbursement Specialist/ Office Reception, Health/Health Care Administration/Management, 4.0
Renton Technical College 2003 — 2003
Certified Office Professional, General Office Occupations and Clerical Services
Lake Washington Technical College 1998 — 1998
Office Computer Skills, Office Skills
University of Santo Tomas
B.F.A, Bachelor of Fine Arts/Interior Design
WaMu/JP Morgan Chase May 2001 - January 2009
Ameriprise Financial September 1997 - April 2001
Skills
Outlook, Software Documentation, PowerPoint, Administrative..., Time Management, Administration
Education
Renton Technical College 2009 — 2009
Reimbursement Specialist/ Office Reception, Health/Health Care Administration/Management, 4.0
Renton Technical College 2003 — 2003
Certified Office Professional, General Office Occupations and Clerical Services
Lake Washington Technical College 1998 — 1998
Office Computer Skills, Office Skills
University of Santo Tomas
B.F.A, Bachelor of Fine Arts/Interior Design
Phil De Rosa's Ameriprise Financial Experience 1990 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1990 - Present
Kimex USA 1981 - 1989
Education
Manhattan College 1971 — 1972
Monsignor Farrell 1967 — 1971
Ameriprise Financial 1990 - Present
Kimex USA 1981 - 1989
Education
Manhattan College 1971 — 1972
Monsignor Farrell 1967 — 1971
John Vinchot's Ameriprise Financial Experience May 2008 - April 2009
Job Rating Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's June 2012 - Present
Standard & Poor's March 2010 - June 2012
Ameriprise Financial May 2008 - April 2009
Education
Manhattan College 2005 — 2009
B.S., Finance
Standard & Poor's June 2012 - Present
Standard & Poor's March 2010 - June 2012
Ameriprise Financial May 2008 - April 2009
Education
Manhattan College 2005 — 2009
B.S., Finance
Kathleen O'Regan's Ameriprise Financial Experience January 2006 - May 2009
Job Lobbyist & Sr. Association Account Manager at The Tatman Group
Industry Government Relations
Experience
The Tatman Group June 2009 - Present
Ameriprise Financial January 2006 - May 2009
Louisiana State University Athletic Ticket Office 2004 - 2006
Skills
Excel, Quickbooks, iMIS, PowerPoint, Word, Microsoft Office, Strategic Planning, Microsoft Publisher, Event Planning, QuickBooks, Microsoft Excel, Public Relations, Microsoft Word, Event Management, Social Networking, Customer Service, Time Management, Team Building, Social Media Marketing, Marketing Strategy, Market Research, Advertising, Account Management, Email Marketing, Management, Budgets, Marketing Communications, Leadership
Education
Louisiana State University 2003 — 2007
BS Business Administration, Marketing
St. Mary's Dominican High School 1999 — 2003
High school diploma, High School/Secondary Diplomas and Certificates
The Tatman Group June 2009 - Present
Ameriprise Financial January 2006 - May 2009
Louisiana State University Athletic Ticket Office 2004 - 2006
Skills
Excel, Quickbooks, iMIS, PowerPoint, Word, Microsoft Office, Strategic Planning, Microsoft Publisher, Event Planning, QuickBooks, Microsoft Excel, Public Relations, Microsoft Word, Event Management, Social Networking, Customer Service, Time Management, Team Building, Social Media Marketing, Marketing Strategy, Market Research, Advertising, Account Management, Email Marketing, Management, Budgets, Marketing Communications, Leadership
Education
Louisiana State University 2003 — 2007
BS Business Administration, Marketing
St. Mary's Dominican High School 1999 — 2003
High school diploma, High School/Secondary Diplomas and Certificates
Tricia Preston AAMS®'s Ameriprise Financial Experience 2002 - 2007
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
Charles Schwab November 2007 - March 2010
Ameriprise Financial 2002 - 2007
Education
Kent State University
Charles Schwab April 2010 - Present
Charles Schwab November 2007 - March 2010
Ameriprise Financial 2002 - 2007
Education
Kent State University
Steve Pischalko's Ameriprise Financial Experience February 1994 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1994 - Present
Education
Mansfield University of Pennsylvania 1990 — 1993
BA-Business
Ameriprise Financial February 1994 - Present
Education
Mansfield University of Pennsylvania 1990 — 1993
BA-Business
Nancy Sands's Ameriprise Financial Experience May 2001 - February 2011
Job Community Counselor
Industry Mental Health Care
Experience
Meta House August 2011 - July 2012
Ameriprise Financial May 2001 - February 2011
SPSI June 1999 - March 2001
Skills
Retirement Planning, Investments, Teaching, CRM, Coaching, Time Management, Leadership Development, Community Outreach, Training, Small Business, Microsoft Excel, Project Management
Education
Lakeland College 2010 — 2012
Master of Arts (M.A.), Community Counseling
University of Wisconsin-Whitewater 1991 — 1995
Bachelor of Arts, Psychology, Women's Studies
Meta House August 2011 - July 2012
Ameriprise Financial May 2001 - February 2011
SPSI June 1999 - March 2001
Skills
Retirement Planning, Investments, Teaching, CRM, Coaching, Time Management, Leadership Development, Community Outreach, Training, Small Business, Microsoft Excel, Project Management
Education
Lakeland College 2010 — 2012
Master of Arts (M.A.), Community Counseling
University of Wisconsin-Whitewater 1991 — 1995
Bachelor of Arts, Psychology, Women's Studies
Jimmy Riegel's Ameriprise Financial Experience June 2008 - August 2008
Job Operations Analyst at King Street Capital Management
Industry Financial Services
Experience
King Street Capital Management August 2013 - Present
JPMorgan Chase August 2012 - August 2013
JP Morgan Chase July 2010 - August 2012
JP Morgan Chase June 2009 - August 2009
Ameriprise Financial June 2008 - August 2008
Education
Loyola University Maryland 2006 — 2010
BBA, Finance Major, Economics Minor
Kellenberg Memorial
King Street Capital Management August 2013 - Present
JPMorgan Chase August 2012 - August 2013
JP Morgan Chase July 2010 - August 2012
JP Morgan Chase June 2009 - August 2009
Ameriprise Financial June 2008 - August 2008
Education
Loyola University Maryland 2006 — 2010
BBA, Finance Major, Economics Minor
Kellenberg Memorial
Jerin Joseph's Ameriprise Financial Experience August 2006 - July 2015
Job Director, Technology Analytics. Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial August 2006 - July 2015
Deluxe Corporation 1999 - 2006
Pentafour Software 1996 - 1999
Skills
Enterprise Architecture, Integration, Business Intelligence, SDLC, Solution Architecture, Architecture, Data Warehousing, Salesforce.com, Agile Methodologies, Architectures, Data Integration, Requirements Analysis, Software Development, Data Modeling, Software Project..., SOA, Business Analysis
Education
Mangalore University 1992 — 1996
BE, Electrical & Electronics Engineering
Mangalore University 1992 — 1996
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial August 2006 - July 2015
Deluxe Corporation 1999 - 2006
Pentafour Software 1996 - 1999
Skills
Enterprise Architecture, Integration, Business Intelligence, SDLC, Solution Architecture, Architecture, Data Warehousing, Salesforce.com, Agile Methodologies, Architectures, Data Integration, Requirements Analysis, Software Development, Data Modeling, Software Project..., SOA, Business Analysis
Education
Mangalore University 1992 — 1996
BE, Electrical & Electronics Engineering
Mangalore University 1992 — 1996
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Conway Halsall, CFP ®, ChFC®,CLU®'s Ameriprise Financial Experience January 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2002 - Present
Ameriprise Financial January 2002 - Present
Ameriprise Financial (Formerly American Express Financial Advisors) 2002 - 2005
US Navy October 1976 - December 2001
USS Abraham Lincoln (CVN 72) 1994 - 1997
Education
University of Virginia 1984 — 1986
Master of Engineering, Nuclear Engineering
Louisiana State University 1971 — 1976
Bachelor of Science, Applied Mathematics
Benjamin Franklin High School 1967 — 1971
High School
Ameriprise Financial Services, Inc. April 2002 - Present
Ameriprise Financial January 2002 - Present
Ameriprise Financial (Formerly American Express Financial Advisors) 2002 - 2005
US Navy October 1976 - December 2001
USS Abraham Lincoln (CVN 72) 1994 - 1997
Education
University of Virginia 1984 — 1986
Master of Engineering, Nuclear Engineering
Louisiana State University 1971 — 1976
Bachelor of Science, Applied Mathematics
Benjamin Franklin High School 1967 — 1971
High School
Bart Tarulli's Ameriprise Financial Experience Financial AdvisorAmeriprise Financial AdvisorsSeptember 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Financial AdvisorAmeriprise Financial AdvisorsSeptember 2004 - Present
Education
LIU Post 1974 — 1976
MPA, English
Ameriprise Financial Financial AdvisorAmeriprise Financial AdvisorsSeptember 2004 - Present
Education
LIU Post 1974 — 1976
MPA, English
Susan Klevan's Ameriprise Financial Experience January 1986 - June 2006
Job Retired into new ventures
Industry Program Development
Experience
Saint Paul Public Schools April 2009 - Present
Saint Paul Area Synod January 2002 - Present
Ameriprise Financial January 1986 - June 2006
Ameriprise Financial Services, Inc. 2005 - 2006
American Express Financial Advisors now Ameriprise Financial 1986 - 2006
Skills
Program Management, Vendor Management, Financial Services, Process Improvement, Business Analysis, PMO, Data Center, Integration, Project Management, Lotus Notes, Microsoft Office, Testing, IT Management, PMP, Cross-functional Team..., Disaster Recovery, Analysis, Strategic Planning, Software Development, Requirements Analysis, Business Process..., Visio, IT Strategy, Leadership, Management, SDLC, Team Building, Requirements Gathering, Information Technology, Risk Management, Software Documentation, Team Leadership, Nonprofits, Project Portfolio..., Staff Development
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA, MIS
Luther College
BA
Saint Paul Public Schools April 2009 - Present
Saint Paul Area Synod January 2002 - Present
Ameriprise Financial January 1986 - June 2006
Ameriprise Financial Services, Inc. 2005 - 2006
American Express Financial Advisors now Ameriprise Financial 1986 - 2006
Skills
Program Management, Vendor Management, Financial Services, Process Improvement, Business Analysis, PMO, Data Center, Integration, Project Management, Lotus Notes, Microsoft Office, Testing, IT Management, PMP, Cross-functional Team..., Disaster Recovery, Analysis, Strategic Planning, Software Development, Requirements Analysis, Business Process..., Visio, IT Strategy, Leadership, Management, SDLC, Team Building, Requirements Gathering, Information Technology, Risk Management, Software Documentation, Team Leadership, Nonprofits, Project Portfolio..., Staff Development
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA, MIS
Luther College
BA
Joe Exner's Ameriprise Financial Experience January 2010 - January 2011
Job Region Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2011 - Present
Ameriprise Financial January 2010 - January 2011
Ameriprise Financial Services, Inc. March 2009 - April 2010
Ameriprise Financial Services, Inc. January 2008 - March 2009
Ameriprise Financial Services, Inc. July 2004 - December 2007
Ameriprise Financial Services, Inc. January 2002 - May 2004
Ameriprise Financial Services, Inc. November 2000 - December 2001
Skills
Series 66, Series 24, Series 7, Retirement Planning, Mutual Funds, Series 63, Wealth Management, Financial Advisory, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, FINRA, Investments, Fixed Annuities, Strategy, Securities, 401k, Estate Planning, Investment Strategies, Asset Managment, Financial Services, Business Development
Education
Middlebury College 1998 — 2000
BA, Political Science, English
Kenyon College 1996 — 1998
Political Science, English
Ameriprise Financial Services, Inc. February 2011 - Present
Ameriprise Financial January 2010 - January 2011
Ameriprise Financial Services, Inc. March 2009 - April 2010
Ameriprise Financial Services, Inc. January 2008 - March 2009
Ameriprise Financial Services, Inc. July 2004 - December 2007
Ameriprise Financial Services, Inc. January 2002 - May 2004
Ameriprise Financial Services, Inc. November 2000 - December 2001
Skills
Series 66, Series 24, Series 7, Retirement Planning, Mutual Funds, Series 63, Wealth Management, Financial Advisory, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, FINRA, Investments, Fixed Annuities, Strategy, Securities, 401k, Estate Planning, Investment Strategies, Asset Managment, Financial Services, Business Development
Education
Middlebury College 1998 — 2000
BA, Political Science, English
Kenyon College 1996 — 1998
Political Science, English
Meghan D'Arcangelo's Ameriprise Financial Experience September 2009 - December 2009
Job Associate Director Marketing Insurance and Annuity Department at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. July 2010 - Present
Ameriprise Financial September 2009 - December 2009
Oppenheimer & Co. May 2009 - August 2009
Skills
Series 7, Finance, Microsoft Office, Microsoft Excel, Series 63, Sales, Insurance, Marketing, Marketing Strategy, Asset Allocation, Fixed Annuities, Management
Education
Loyola College in Maryland 2006 — 2010
Degree: Bachelor of Business Administration Degree, Finance
Oppenheimer & Co. July 2010 - Present
Ameriprise Financial September 2009 - December 2009
Oppenheimer & Co. May 2009 - August 2009
Skills
Series 7, Finance, Microsoft Office, Microsoft Excel, Series 63, Sales, Insurance, Marketing, Marketing Strategy, Asset Allocation, Fixed Annuities, Management
Education
Loyola College in Maryland 2006 — 2010
Degree: Bachelor of Business Administration Degree, Finance
Myra Tunstall's Ameriprise Financial Experience May 2006 - November 2006
Job NOVA Consulting, LLC (CEO)
Industry Management Consulting
Experience
NOVA Consulting LLC 2013 - Present
BrownGreer PLC 2012 - Present
Jackson Hewitt Income Tax Service January 2007 - Present
The Coleman Institute October 2008 - April 2012
Eagles In Flight Rock Tour, LLC 2008 - 2009
Ameriprise Financial May 2006 - November 2006
Tunstall Enterprises January 1996 - January 2006
Lazare Galleries July 1992 - January 2006
Cavalier Transportation Company January 1987 - June 1992
Skills
Accounting, Analytics, Asset Managment, Business Development, Employee Benefits, Financial Risk, General Ledger, HRIS, Contract Negotiation, Business Objects, Strategic Planning, QuickBooks, Quality Management, Restructuring, Customer Service, Taxations, Insurance, Tax, Accounts Receivable, Accounts Payable, 401k, Human Resources, Small Business, Business Strategy, Strategic Financial..., Healthcare, Risk Management, Outlook, Financial Reporting, Public Speaking, Financial Analysis, Finance, Analysis, Payroll, Management, Program Management, Business Planning, Account Reconciliation, Operations Management, Sales, Investments, Financial Planning, Leadership, Team Building, Marketing, Training, New Business Development
Education
Liberty University 2008 — 2014
Bachelor of Science, Finance/Economics/Mgmt
Liberty University
Master of Business Administration (M.B.A.), Health Services
University of Richmond
Master's Degree
NOVA Consulting LLC 2013 - Present
BrownGreer PLC 2012 - Present
Jackson Hewitt Income Tax Service January 2007 - Present
The Coleman Institute October 2008 - April 2012
Eagles In Flight Rock Tour, LLC 2008 - 2009
Ameriprise Financial May 2006 - November 2006
Tunstall Enterprises January 1996 - January 2006
Lazare Galleries July 1992 - January 2006
Cavalier Transportation Company January 1987 - June 1992
Skills
Accounting, Analytics, Asset Managment, Business Development, Employee Benefits, Financial Risk, General Ledger, HRIS, Contract Negotiation, Business Objects, Strategic Planning, QuickBooks, Quality Management, Restructuring, Customer Service, Taxations, Insurance, Tax, Accounts Receivable, Accounts Payable, 401k, Human Resources, Small Business, Business Strategy, Strategic Financial..., Healthcare, Risk Management, Outlook, Financial Reporting, Public Speaking, Financial Analysis, Finance, Analysis, Payroll, Management, Program Management, Business Planning, Account Reconciliation, Operations Management, Sales, Investments, Financial Planning, Leadership, Team Building, Marketing, Training, New Business Development
Education
Liberty University 2008 — 2014
Bachelor of Science, Finance/Economics/Mgmt
Liberty University
Master of Business Administration (M.B.A.), Health Services
University of Richmond
Master's Degree
Tracey McCoy's Ameriprise Financial Experience November 2005 - Present
Job Project Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2005 - Present
American Express January 2001 - October 2005
Skills
Financial Services, Risk Management, Mutual Funds, Relationship Management, Series 7, Vendor Management, Management Consulting, Business Analysis, Change Management, Business Process..., Series 63, Project Portfolio..., Requirements Gathering, Process Improvement, PMO, Business Process
Education
Macalester College
Ameriprise Financial November 2005 - Present
American Express January 2001 - October 2005
Skills
Financial Services, Risk Management, Mutual Funds, Relationship Management, Series 7, Vendor Management, Management Consulting, Business Analysis, Change Management, Business Process..., Series 63, Project Portfolio..., Requirements Gathering, Process Improvement, PMO, Business Process
Education
Macalester College
Brian Mahler, CRPC, CLTC's Ameriprise Financial Experience March 2010 - January 2011
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services Inc January 2011 - March 2012
Ameriprise Financial March 2010 - January 2011
Ameriprise Financial September 2001 - March 2010
Education
Lynn University 1997 — 2001
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services Inc January 2011 - March 2012
Ameriprise Financial March 2010 - January 2011
Ameriprise Financial September 2001 - March 2010
Education
Lynn University 1997 — 2001
Jessie Green's Ameriprise Financial Experience June 2000 - Present
Job Assistant
Industry Financial Services
Experience
Ameriprise Financial June 2000 - Present
Royer's Flowers September 1990 - May 2000
Hickory Farms of Ohio June 1984 - August 1990
Skills
Investments, Strategic Financial..., Wealth Management
Education
Lebanon Valley College 1980 — 1984
BS, Political Science, Spanish
Ameriprise Financial June 2000 - Present
Royer's Flowers September 1990 - May 2000
Hickory Farms of Ohio June 1984 - August 1990
Skills
Investments, Strategic Financial..., Wealth Management
Education
Lebanon Valley College 1980 — 1984
BS, Political Science, Spanish
Christina Pozzuto's Ameriprise Financial Experience January 2011 - April 2012
Job Senior Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. April 2012 - Present
Ameriprise Financial January 2011 - April 2012
Ameriprise Financial November 2008 - January 2011
Education
Manhattan College 2005 — 2009
Bachelor of Science, Business Finance
UBS Financial Services Inc. April 2012 - Present
Ameriprise Financial January 2011 - April 2012
Ameriprise Financial November 2008 - January 2011
Education
Manhattan College 2005 — 2009
Bachelor of Science, Business Finance
Jeffrey Weidmann's Ameriprise Financial Experience project architectAmeriprise Financial2004 - 2011
Job Project Architect at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial project architectAmeriprise Financial2004 - 2011
Skills
Visio, COBOL, Architecture, Unix, Requirements Analysis, Enterprise Architecture, Architectures
Education
Luther College 1970 — 1975
BA, MIS
Ameriprise Financial project architectAmeriprise Financial2004 - 2011
Skills
Visio, COBOL, Architecture, Unix, Requirements Analysis, Enterprise Architecture, Architectures
Education
Luther College 1970 — 1975
BA, MIS
Anthony Sipos's Ameriprise Financial Experience January 2005 - September 2009
Job Full time real estate agent providing integrity, efficiency & devoted client service for all your real estate needs
Industry Real Estate
Experience
Long and Foster Real Estate 2015 - Present
Michael's Cafe October 2011 - December 2014
Wells Fargo September 2009 - October 2011
Ameriprise Financial January 2005 - September 2009
La Tavola September 2001 - December 2004
Skills
Microsoft Office, Customer Service, Real Estate Transactions, Real Estate Marketing, First Time Home Buyers, Relocation Buyers, Listing Homes, Multiple Listing Service, Rental Real Estate, Customer Satisfaction, Client Rapport, Social Media Marketing, Sales Management, Financial Planning, Retirement Planning, Insurance, Investments, Restaurant Management, Bartending, Great Cook, Fishing, Bass Fishing, Sales, Sellers, Online Advertising, Investment Properties, Condos, Buyer Representation, Building Strong..., Move Up Buyers, New Home Sales, Loans, Leadership, Finance, Portfolio Management, Real Estate
Education
Chaminade High School
Loyola University Maryland
Long and Foster Real Estate 2015 - Present
Michael's Cafe October 2011 - December 2014
Wells Fargo September 2009 - October 2011
Ameriprise Financial January 2005 - September 2009
La Tavola September 2001 - December 2004
Skills
Microsoft Office, Customer Service, Real Estate Transactions, Real Estate Marketing, First Time Home Buyers, Relocation Buyers, Listing Homes, Multiple Listing Service, Rental Real Estate, Customer Satisfaction, Client Rapport, Social Media Marketing, Sales Management, Financial Planning, Retirement Planning, Insurance, Investments, Restaurant Management, Bartending, Great Cook, Fishing, Bass Fishing, Sales, Sellers, Online Advertising, Investment Properties, Condos, Buyer Representation, Building Strong..., Move Up Buyers, New Home Sales, Loans, Leadership, Finance, Portfolio Management, Real Estate
Education
Chaminade High School
Loyola University Maryland
Laurel Hostetler's Ameriprise Financial Experience 2004 - 2007
Job Registered Investment Advisor/ Financial Advisor. Cleveland and Columbus.
Industry Financial Services
Experience
Eagle Strategies LLC, New York Life Insurance Company/NYLIFE Securities LLC (Member FINRA/SIPC) April 2010 - Present
JP Morgan Chase 2007 - 2009
Ameriprise Financial 2004 - 2007
Skills
Holistic Financial..., Series 7, Series 66, Long Term Care Insurance, Licensed Life & Health..., Portfolio Management, Uniform Combined State..., Retirement Planning, Wealth Accumulation, Protection...
Education
College of Financial Planning
CRPC
Kent State University
Communcations
Revere High School
Eagle Strategies LLC, New York Life Insurance Company/NYLIFE Securities LLC (Member FINRA/SIPC) April 2010 - Present
JP Morgan Chase 2007 - 2009
Ameriprise Financial 2004 - 2007
Skills
Holistic Financial..., Series 7, Series 66, Long Term Care Insurance, Licensed Life & Health..., Portfolio Management, Uniform Combined State..., Retirement Planning, Wealth Accumulation, Protection...
Education
College of Financial Planning
CRPC
Kent State University
Communcations
Revere High School
Helen Ferraro's Ameriprise Financial Experience May 2006 - November 2006
Job Contracts and Change Control Manager at University of Southern California
Industry Construction
Experience
University of Southern California August 2014 - Present
Build-LACCD August 2008 - July 2014
Xcel Energy 2006 - 2008
Ameriprise Financial May 2006 - November 2006
The Trust Company of the West (TCW) August 1999 - May 2006
Skills
Contract Management, Construction, Microsoft Excel, Procurement, Project Planning, Program Management, Budgets, Project Management, Contract Negotiation, Microsoft Word, Microsoft Office, PowerPoint, Construction Management, Team Building, Training, Management, Change Orders, Analysis, Purchasing, Supervisory Skills, Auditing, Contractors, Project Coordination
Education
Loyola Law School, Loyola Marymount University 2001 — 2005
JD, Law
Loyola College in Maryland 1996 — 1999
BA, English/Writing
University of Southern California August 2014 - Present
Build-LACCD August 2008 - July 2014
Xcel Energy 2006 - 2008
Ameriprise Financial May 2006 - November 2006
The Trust Company of the West (TCW) August 1999 - May 2006
Skills
Contract Management, Construction, Microsoft Excel, Procurement, Project Planning, Program Management, Budgets, Project Management, Contract Negotiation, Microsoft Word, Microsoft Office, PowerPoint, Construction Management, Team Building, Training, Management, Change Orders, Analysis, Purchasing, Supervisory Skills, Auditing, Contractors, Project Coordination
Education
Loyola Law School, Loyola Marymount University 2001 — 2005
JD, Law
Loyola College in Maryland 1996 — 1999
BA, English/Writing
Thomas Styczen's Ameriprise Financial Experience November 2006 - April 2011
Job Senior Financial Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC April 2011 - Present
Ameriprise Financial November 2006 - April 2011
Education
Northern Illinois University College of Law 1976 — 1980
Doctor of Law (J.D.), Law
MacMurray College 1961 — 1965
Bachelor of Arts (B.A.), Psychology
Upstream Investment Partners, LLC April 2011 - Present
Ameriprise Financial November 2006 - April 2011
Education
Northern Illinois University College of Law 1976 — 1980
Doctor of Law (J.D.), Law
MacMurray College 1961 — 1965
Bachelor of Arts (B.A.), Psychology
Jordan Hino's Ameriprise Financial Experience 2006 - 2007
Job Audit Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2009 - Present
Loyola Marymount University May 2008 - May 2009
Loyola Marymount University January 2006 - May 2009
Ameriprise Financial 2006 - 2007
Skills
SOX, Financial Reporting, Financial Analysis
Education
Loyola Marymount University 2005 — 2009
BS in Accounting, BBA in Finance
Punahou School 1992 — 2005
Deloitte & Touche September 2009 - Present
Loyola Marymount University May 2008 - May 2009
Loyola Marymount University January 2006 - May 2009
Ameriprise Financial 2006 - 2007
Skills
SOX, Financial Reporting, Financial Analysis
Education
Loyola Marymount University 2005 — 2009
BS in Accounting, BBA in Finance
Punahou School 1992 — 2005
Maryann Kiser's Ameriprise Financial Experience September 2007 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2007 - Present
Ameriprise Financial September 2007 - Present
Jay Werschky, DDS November 2005 - March 2007
David D. Owocki, DDS December 2004 - November 2005
Stephen Nechvatal, DMD June 2004 - December 2004
Eastman, DDS July 1999 - June 2004
Education
Macomb Community College 1989 — 1990
Ameriprise Financial Services, Inc. September 2007 - Present
Ameriprise Financial September 2007 - Present
Jay Werschky, DDS November 2005 - March 2007
David D. Owocki, DDS December 2004 - November 2005
Stephen Nechvatal, DMD June 2004 - December 2004
Eastman, DDS July 1999 - June 2004
Education
Macomb Community College 1989 — 1990
Blair Allen2's Ameriprise Financial Experience October 2004 - October 2005
Job Quality Control Specialist at Nestlé USA
Industry Food & Beverages
Experience
Nestlé USA January 2008 - Present
Ameriprise Financial October 2004 - October 2005
American Spring Wire Corp. February 1999 - June 2004
Education
Kent State University 1999 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.6
Bedford High School 1995 — 1999
Accounting and Business/Management
Nestlé USA January 2008 - Present
Ameriprise Financial October 2004 - October 2005
American Spring Wire Corp. February 1999 - June 2004
Education
Kent State University 1999 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.6
Bedford High School 1995 — 1999
Accounting and Business/Management
Martha (Winston) Baumbach's Ameriprise Financial Experience October 1999 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1999 - Present
Education
LIU Post
Bachelor of Science (B.S.), Finance
Ameriprise Financial October 1999 - Present
Education
LIU Post
Bachelor of Science (B.S.), Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.