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
Adam Elg, M.Ed, CEC, CFSC Adam Elg, M.Ed, CEC, CFSC's Ameriprise Financial Experience November 2006 - March 2009
Job Owner/Coach at AchievementInsight
Industry Professional Training & Coaching
Experience
AchievementInsight July 2014 - Present
Mid American Financial Group an office of New England Financial, a MetLife Company June 2013 - June 2014
Mid American Financial Group January 2010 - April 2013
The American College January 2010 - March 2013
Charting Course April 2004 - December 2011
Ameriprise Financial Services, Inc. July 2009 - January 2010
Ameriprise Financial November 2006 - March 2009
Ameriprise Financial June 2005 - November 2006
Ameriprise Financial November 1999 - April 2004
Northfield Downtown Development Corporation 2000 - 2001
Education
University of St. Thomas 1995 — 1997
MA, Organizational Development/HRD
Metropolitan State University 1992 — 1994
BA, Marketing, Communication
ClientWise 2011 — 2012
Certified Financial Services Coach, Professional Coaching
E-Myth Worldwide 1994 — 1995
Certified E-Myth Consultant, Professional Coaching
Coaches Training Institute 1993 — 1994
Co-active Coach, Professional and Life Coaching
Northfield Sr High
AchievementInsight July 2014 - Present
Mid American Financial Group an office of New England Financial, a MetLife Company June 2013 - June 2014
Mid American Financial Group January 2010 - April 2013
The American College January 2010 - March 2013
Charting Course April 2004 - December 2011
Ameriprise Financial Services, Inc. July 2009 - January 2010
Ameriprise Financial November 2006 - March 2009
Ameriprise Financial June 2005 - November 2006
Ameriprise Financial November 1999 - April 2004
Northfield Downtown Development Corporation 2000 - 2001
Education
University of St. Thomas 1995 — 1997
MA, Organizational Development/HRD
Metropolitan State University 1992 — 1994
BA, Marketing, Communication
ClientWise 2011 — 2012
Certified Financial Services Coach, Professional Coaching
E-Myth Worldwide 1994 — 1995
Certified E-Myth Consultant, Professional Coaching
Coaches Training Institute 1993 — 1994
Co-active Coach, Professional and Life Coaching
Northfield Sr High
Nathan Stading Nathan Stading's Ameriprise Financial Experience June 2000 - April 2001
Job Intermediary Distribution at BMO Asset Management U.S.
Industry Investment Management
Experience
BMO Global Asset Management November 2014 - Present
BMO Asset Management U.S. April 2012 - November 2014
BMO Asset Management U.S. April 2005 - April 2012
Affiance Financial April 2001 - April 2005
Ameriprise Financial June 2000 - April 2001
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Asset Management, Securities, Series 63, Portfolio Management, Asset Managment, Investment Management, Equities, Trading, Financial Planning, Equity Research, Financial Services, Investment Strategies, Investment Advisory, Relationship Management, Series 24
Education
Marquette University 2008 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1996 — 2000
Bachelor of Arts, Economics, Spanish
BEHS 1992 — 1996
BMO Global Asset Management November 2014 - Present
BMO Asset Management U.S. April 2012 - November 2014
BMO Asset Management U.S. April 2005 - April 2012
Affiance Financial April 2001 - April 2005
Ameriprise Financial June 2000 - April 2001
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Asset Management, Securities, Series 63, Portfolio Management, Asset Managment, Investment Management, Equities, Trading, Financial Planning, Equity Research, Financial Services, Investment Strategies, Investment Advisory, Relationship Management, Series 24
Education
Marquette University 2008 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1996 — 2000
Bachelor of Arts, Economics, Spanish
BEHS 1992 — 1996
Jeannine García Jeannine García's Ameriprise Financial Experience September 2012 - Present
Job Operations Manager at Planck Wealth Management a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 2012 - Present
Juan Fernandez-Barquin, P.E. April 2007 - July 2012
Skills
Financial Analysis, Business Planning, Analysis, Budgets, Management, Business Analysis, Leadership, Project Planning, Operations Management, Team Leadership, Banking, Strategic Planning, Project Management, Finance, Forecasting, Cross-functional Team..., Marketing, Negotiation, Business Strategy, Investments, Teamwork, Microsoft Office, Accounting, Account Management, Financial Reporting, Human Resources, CRM
Education
Universidad Iberomericana 2003 — 2007
Bachelor of Science (B.Sc.), Civil Engineering
Miami Dade College 2010 — 2010
HR Certificate, Human Resources Management and Services
Florida International University 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ameriprise Financial September 2012 - Present
Juan Fernandez-Barquin, P.E. April 2007 - July 2012
Skills
Financial Analysis, Business Planning, Analysis, Budgets, Management, Business Analysis, Leadership, Project Planning, Operations Management, Team Leadership, Banking, Strategic Planning, Project Management, Finance, Forecasting, Cross-functional Team..., Marketing, Negotiation, Business Strategy, Investments, Teamwork, Microsoft Office, Accounting, Account Management, Financial Reporting, Human Resources, CRM
Education
Universidad Iberomericana 2003 — 2007
Bachelor of Science (B.Sc.), Civil Engineering
Miami Dade College 2010 — 2010
HR Certificate, Human Resources Management and Services
Florida International University 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryan Grisak's Ameriprise Financial Experience April 2000 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial April 2000 - Present
Education
Miami University 1995 — 1999
Bachelor of Science (B.S.)
Lake Elementary School 1982 — 1986
Ameriprise Financial April 2000 - Present
Education
Miami University 1995 — 1999
Bachelor of Science (B.S.)
Lake Elementary School 1982 — 1986
Joseph Piszczor Joseph Piszczor's Ameriprise Financial Experience October 2006 - May 2009
Job Personal Financial Advisor
Industry Financial Services
Experience
Csenge Advisory Group March 2013 - Present
BenchMark Financial Network June 2009 - March 2013
Ameriprise Financial October 2006 - May 2009
Enterprise Rent-A-Car April 2004 - November 2005
Skills
Investments, Wealth Management, Strategic Financial..., Asset Management, Insurance, Financial Planning, Finance, Portfolio Management, Retirement Planning, Financial Planners, Public Speaking, Securities, Sales, Financial Services, Mutual Funds, Estate Planning, Small Business, Fixed Annuities, Employee Benefits, Financial Analysis, Marketing, Series 7, Disability Insurance, Asset Managment, Long-term Care, Financial Advisory
Education
Mercyhurst College 2002 — 2005
Business Management, Business
McGuffey
Csenge Advisory Group March 2013 - Present
BenchMark Financial Network June 2009 - March 2013
Ameriprise Financial October 2006 - May 2009
Enterprise Rent-A-Car April 2004 - November 2005
Skills
Investments, Wealth Management, Strategic Financial..., Asset Management, Insurance, Financial Planning, Finance, Portfolio Management, Retirement Planning, Financial Planners, Public Speaking, Securities, Sales, Financial Services, Mutual Funds, Estate Planning, Small Business, Fixed Annuities, Employee Benefits, Financial Analysis, Marketing, Series 7, Disability Insurance, Asset Managment, Long-term Care, Financial Advisory
Education
Mercyhurst College 2002 — 2005
Business Management, Business
McGuffey
Mike Rudolph Mike Rudolph's Ameriprise Financial Experience September 2005 - August 2009
Job Experienced Operations Leader in Trading, Brokerage, Investments & Finance
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Ameriprise Financial Services, Inc. August 2009 - November 2013
Ameriprise Financial September 2005 - August 2009
Ameriprise Financial November 2004 - September 2005
American Express October 2002 - November 2004
Primevest Financial Services (ING U.S.) January 2001 - October 2002
Skills
Auditing, Delegation, Securities, Series 7, Mutual Funds, Equities, Fixed Income, Back Office, Portfolio Management, Investments, Asset Managment, Wealth Management, Bloomberg, Investment Management, Derivatives, Risk Management, Options, Trading, Bonds, Trading Systems, Financial Risk, Series 4, Innovation Management, Financial Analysis, Asset Management, FINRA, Asset Allocation, Financial Services, Series 63, Finance, Analysis, Business Analysis, Process Improvement, Capital Markets, Leadership, Investment Advisory
Education
Metropolitan State University 2008 — 2011
Bachelor of Science, Business Administration and Management, General, 3.45
St. Cloud Technical College 1998 — 2000
A.S., Credit & Finance
VHS
VHS
Ameriprise Financial Services, Inc. November 2013 - Present
Ameriprise Financial Services, Inc. August 2009 - November 2013
Ameriprise Financial September 2005 - August 2009
Ameriprise Financial November 2004 - September 2005
American Express October 2002 - November 2004
Primevest Financial Services (ING U.S.) January 2001 - October 2002
Skills
Auditing, Delegation, Securities, Series 7, Mutual Funds, Equities, Fixed Income, Back Office, Portfolio Management, Investments, Asset Managment, Wealth Management, Bloomberg, Investment Management, Derivatives, Risk Management, Options, Trading, Bonds, Trading Systems, Financial Risk, Series 4, Innovation Management, Financial Analysis, Asset Management, FINRA, Asset Allocation, Financial Services, Series 63, Finance, Analysis, Business Analysis, Process Improvement, Capital Markets, Leadership, Investment Advisory
Education
Metropolitan State University 2008 — 2011
Bachelor of Science, Business Administration and Management, General, 3.45
St. Cloud Technical College 1998 — 2000
A.S., Credit & Finance
VHS
VHS
Dan Connolly Dan Connolly's Ameriprise Financial Experience August 2006 - May 2007
Job Manager, Revenue Analysis at Conversant, Inc.
Industry Online Media
Experience
Conversant, Inc. April 2014 - Present
Conversant Inc. April 2011 - April 2014
Solo Cup Company 2007 - March 2011
Ameriprise Financial August 2006 - May 2007
Skills
Financial Analysis, Strategy, CRM, Finance, Management, SAP, Insurance, Marketing, Forecasting, Financial Modeling, Analysis, Analytics, Pricing Strategy, Competitive Analysis
Education
Michigan State University 2003 — 2006
BA, Finance
Eisenhower High School 2000 — 2003
Conversant, Inc. April 2014 - Present
Conversant Inc. April 2011 - April 2014
Solo Cup Company 2007 - March 2011
Ameriprise Financial August 2006 - May 2007
Skills
Financial Analysis, Strategy, CRM, Finance, Management, SAP, Insurance, Marketing, Forecasting, Financial Modeling, Analysis, Analytics, Pricing Strategy, Competitive Analysis
Education
Michigan State University 2003 — 2006
BA, Finance
Eisenhower High School 2000 — 2003
Kristen Kachur Kristen Kachur's Ameriprise Financial Experience May 2008 - August 2008
Job Contract Specialist
Industry Government Administration
Experience
U.S. Army Contracting Command May 2010 - Present
Haband January 2010 - May 2010
Mountain Creek Waterpark May 2009 - September 2009
Marist College September 2005 - May 2009
Ameriprise Financial May 2008 - August 2008
Skills
Budgets, Analysis, Financial Analysis, Employee Relations, Procurement, Contract Management, Government Contracting, Payroll, Proposal Writing
Education
Marist College 2012 — 2014
Master of Business Administration (M.B.A.), Ethical Leadership
Marist College 2005 — 2009
Bachelor of Science, Business Administration, Finance, Human Resource Management
U.S. Army Contracting Command May 2010 - Present
Haband January 2010 - May 2010
Mountain Creek Waterpark May 2009 - September 2009
Marist College September 2005 - May 2009
Ameriprise Financial May 2008 - August 2008
Skills
Budgets, Analysis, Financial Analysis, Employee Relations, Procurement, Contract Management, Government Contracting, Payroll, Proposal Writing
Education
Marist College 2012 — 2014
Master of Business Administration (M.B.A.), Ethical Leadership
Marist College 2005 — 2009
Bachelor of Science, Business Administration, Finance, Human Resource Management
Lisa Andres Lisa Andres's Ameriprise Financial Experience January 2004 - March 2010
Job Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
USBancorp Investments, Inc. August 2011 - November 2014
Shilalis real estate August 2010 - February 2011
Miller, Allen & Associates - A Financial Advisory Practice of Ameriprise Financial April 2010 - July 2010
Ameriprise Financial Services, Inc. September 2006 - March 2010
Ameriprise Financial January 2004 - March 2010
Ameriprise Financial Services, Inc. February 2004 - September 2006
Ameriprise Financial Services, Inc. March 1998 - February 2004
Ameriprise Financial January 1998 - February 2004
Skills
Customer Service, Leadership, Mutual Funds, Call Center, Operations Management, 401k, 403 b, Variable Annuities, Fixed Annuities, Call Centers, Team Building, Retirement, FINRA, Strategic Financial..., Training, Series 7, Strategy, Management, Insurance, Financial Planning
Education
McNally Smith College of Music 1997 — 1997
Technical, Music
Ameriprise Financial Services, Inc. November 2014 - Present
USBancorp Investments, Inc. August 2011 - November 2014
Shilalis real estate August 2010 - February 2011
Miller, Allen & Associates - A Financial Advisory Practice of Ameriprise Financial April 2010 - July 2010
Ameriprise Financial Services, Inc. September 2006 - March 2010
Ameriprise Financial January 2004 - March 2010
Ameriprise Financial Services, Inc. February 2004 - September 2006
Ameriprise Financial Services, Inc. March 1998 - February 2004
Ameriprise Financial January 1998 - February 2004
Skills
Customer Service, Leadership, Mutual Funds, Call Center, Operations Management, 401k, 403 b, Variable Annuities, Fixed Annuities, Call Centers, Team Building, Retirement, FINRA, Strategic Financial..., Training, Series 7, Strategy, Management, Insurance, Financial Planning
Education
McNally Smith College of Music 1997 — 1997
Technical, Music
Jenny Jansen Jenny Jansen's Ameriprise Financial Experience October 2004 - May 2005
Job Associate Product Manager, at TIDI Products, LLC
Industry Medical Devices
Experience
TIDI Products, LLC February 2015 - Present
TIDI Products, LLC December 2013 - February 2015
TIDI Products, LLC April 2011 - December 2013
Time Warner Cable June 2002 - April 2011
J.J. Keller & Associates May 2005 - January 2006
Ameriprise Financial October 2004 - May 2005
Skills
Sales, Selling, Sales Operations, New Business Development, Management, Account Management, Team Building, Sales Process, Customer Service, Solution Selling, Training, Competitive Analysis, Sales Management, Customer Retention, CRM, Salesforce.com, Sales Presentations, Product Marketing, Healthcare, Hospitals, Negotiation, Direct Sales, Cross-functional Team..., Cold Calling, Key Account Management, Contract Negotiation, Teamwork, Infection Control, Personal Protective..., Marketing, Product Launch, Product Development, Presentations, Dental Marketing, Medical Devices, Leadership, Market Development, Business Development, Product Management
Education
Marian University 2011 — 2015
Bachelor's Degree, Marketing & General Management
TIDI Products, LLC February 2015 - Present
TIDI Products, LLC December 2013 - February 2015
TIDI Products, LLC April 2011 - December 2013
Time Warner Cable June 2002 - April 2011
J.J. Keller & Associates May 2005 - January 2006
Ameriprise Financial October 2004 - May 2005
Skills
Sales, Selling, Sales Operations, New Business Development, Management, Account Management, Team Building, Sales Process, Customer Service, Solution Selling, Training, Competitive Analysis, Sales Management, Customer Retention, CRM, Salesforce.com, Sales Presentations, Product Marketing, Healthcare, Hospitals, Negotiation, Direct Sales, Cross-functional Team..., Cold Calling, Key Account Management, Contract Negotiation, Teamwork, Infection Control, Personal Protective..., Marketing, Product Launch, Product Development, Presentations, Dental Marketing, Medical Devices, Leadership, Market Development, Business Development, Product Management
Education
Marian University 2011 — 2015
Bachelor's Degree, Marketing & General Management
Heather Miles's Ameriprise Financial Experience October 2006 - April 2009
Job Specialist, Business Development and Emerging Markets
Industry Human Resources
Experience
UTC Fire & Security November 2011 - January 2013
Adecco Employment Services December 2010 - October 2011
Miles Scheduling May 2009 - January 2011
Ameriprise Financial October 2006 - April 2009
Horizon Medical Group April 2006 - October 2006
Horizon Medical Group August 2005 - April 2006
Skills
Human Resources, Management, Recruiting, Insurance, Marketing, Business Development, Account Management, Interviews, Leadership, Leadership Development, New Business Development, Payroll, Sales, Talent Acquisition, Team Building, Training
Education
Taylor University 1998 — 2003
BA, Marketing
Messiah College 2000 — 2000
Marketing
Eastbrook High School 1995 — 1998
UTC Fire & Security November 2011 - January 2013
Adecco Employment Services December 2010 - October 2011
Miles Scheduling May 2009 - January 2011
Ameriprise Financial October 2006 - April 2009
Horizon Medical Group April 2006 - October 2006
Horizon Medical Group August 2005 - April 2006
Skills
Human Resources, Management, Recruiting, Insurance, Marketing, Business Development, Account Management, Interviews, Leadership, Leadership Development, New Business Development, Payroll, Sales, Talent Acquisition, Team Building, Training
Education
Taylor University 1998 — 2003
BA, Marketing
Messiah College 2000 — 2000
Marketing
Eastbrook High School 1995 — 1998
Eugene Gene Peters Eugene Gene Peters's Ameriprise Financial Experience March 1993 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 1993 - Present
Education
McMaster University 1982 — 1987
Commerce, Finance and Marketing
Ameriprise Financial March 1993 - Present
Education
McMaster University 1982 — 1987
Commerce, Finance and Marketing
John Gerken, CFP® RICP® John Gerken, CFP® RICP®'s Ameriprise Financial Experience October 2009 - November 2012
Job Director AAC Advice & Implementation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. November 2012 - April 2015
Ameriprise Financial October 2009 - November 2012
Ameriprise Financial April 2009 - September 2009
Ameriprise Financial January 2008 - March 2009
Ameriprise Financial July 2002 - January 2008
AT&T February 2000 - July 2001
Skills
Coaching, Leadership, Training, Team Leadership, Insurance, Sales, Sales Management, Investments, Strategic Financial..., Financial Advisory, Estate Planning, Financial Services, Finance, Staff Development, Strategic Planning, Strategy, Risk Management, Financial Analysis, Management, Recruiting, Process Improvement
Education
Miami University 1995 — 1999
Bachelor of Arts (B.A.), International Studies
University of Minnesota - Carlson School of Management
MBA Candidate
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. November 2012 - April 2015
Ameriprise Financial October 2009 - November 2012
Ameriprise Financial April 2009 - September 2009
Ameriprise Financial January 2008 - March 2009
Ameriprise Financial July 2002 - January 2008
AT&T February 2000 - July 2001
Skills
Coaching, Leadership, Training, Team Leadership, Insurance, Sales, Sales Management, Investments, Strategic Financial..., Financial Advisory, Estate Planning, Financial Services, Finance, Staff Development, Strategic Planning, Strategy, Risk Management, Financial Analysis, Management, Recruiting, Process Improvement
Education
Miami University 1995 — 1999
Bachelor of Arts (B.A.), International Studies
University of Minnesota - Carlson School of Management
MBA Candidate
Bob Toohey Bob Toohey's Ameriprise Financial Experience May 2010 - Present
Job Sales Supervision Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Ameriprise Financial January 2004 - November 2009
Ameriprise Advisor Services 2001 - 2004
H&R Block Financial Advisors, Inc. 1998 - 2004
Olde Discount Corporation 1983 - June 1998
Skills
Risk Management, Compliance, Equities, Investments, Series 7, Mutual Funds, Asset Allocation, Securities, Financial Planning, Bonds, Wealth Management, FINRA, Asset Management, Series 24, Options, Portfolio Management, Series 63, IRA's, Series 66, Estate Planning, Alternative Investments, Insurance, Retirement Planning, Fixed Income, Financial Analysis, Investment Advisory, Retirement, Process Improvement, Financial Markets, Customer Relations, Strategic Financial..., Financial Services, Finance
Education
Michigan State University 1979 — 1983
BA, James Madison College
University of Detroit Jesuit High School 1974 — 1978
College Prep
GESU
Ameriprise Financial May 2010 - Present
Ameriprise Financial January 2004 - November 2009
Ameriprise Advisor Services 2001 - 2004
H&R Block Financial Advisors, Inc. 1998 - 2004
Olde Discount Corporation 1983 - June 1998
Skills
Risk Management, Compliance, Equities, Investments, Series 7, Mutual Funds, Asset Allocation, Securities, Financial Planning, Bonds, Wealth Management, FINRA, Asset Management, Series 24, Options, Portfolio Management, Series 63, IRA's, Series 66, Estate Planning, Alternative Investments, Insurance, Retirement Planning, Fixed Income, Financial Analysis, Investment Advisory, Retirement, Process Improvement, Financial Markets, Customer Relations, Strategic Financial..., Financial Services, Finance
Education
Michigan State University 1979 — 1983
BA, James Madison College
University of Detroit Jesuit High School 1974 — 1978
College Prep
GESU
Katherine Koenen Katherine Koenen's Ameriprise Financial Experience June 1997 - Present
Job Senior Marketing Communications Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 1997 - Present
Paine Webber January 1994 - June 1997
Skills
Series 7, Series 63, Series 24, Client Correspondence, Brokerage, FINRA, Mutual Funds, Financial Services, Relationship Management, Thought Leadership, Retirement, Securities, Marketing, Series 6
Education
Metropolitan State University
BS, Business Administration
Ameriprise Financial June 1997 - Present
Paine Webber January 1994 - June 1997
Skills
Series 7, Series 63, Series 24, Client Correspondence, Brokerage, FINRA, Mutual Funds, Financial Services, Relationship Management, Thought Leadership, Retirement, Securities, Marketing, Series 6
Education
Metropolitan State University
BS, Business Administration
Ruth Birkholz, CISA, CRISC Ruth Birkholz, CISA, CRISC's Ameriprise Financial Experience June 2008 - August 2011
Job Senior Analyst at U.S. Bank
Industry Banking
Experience
U.S. Bank September 2015 - Present
U.S. Bank June 2014 - September 2015
Xcel Energy January 2013 - June 2014
AgriBank, FCB August 2011 - January 2013
Ameriprise Financial June 2008 - August 2011
Ameriprise Financial April 2007 - June 2008
Ameriprise Financial November 2005 - April 2007
ISH, Inc. August 2005 - November 2005
Allina Hospitals & Clinics August 2004 - August 2005
Allina Hospitals & Clinics April 2004 - August 2004
Skills
IT Audit, Computer Assisted Audit, Monarch Pro, Continuous Auditing, ACL, Project Management, Business Analysis, Cognos, IT GRC, Data Analysis, Access Lists, Internal Audit, Visio, Vendor Management, Strategic Planning, Leadership, Process Improvement, Sarbanes-Oxley Act, Requirements Analysis, MS Project, Change Management, Auditing, Governance, Risk Assessment, Information Technology, Internal Controls, Sarbanes-Oxley, Management, Microsoft Project
Education
Metropolitan State University 2003 — 2006
Graduate Certificate
Metropolitan State University 2003 — 2005
MMIS
University of Wisconsin-Oshkosh 1991 — 1995
BBA
Barron High School 1988 — 1991
U.S. Bank September 2015 - Present
U.S. Bank June 2014 - September 2015
Xcel Energy January 2013 - June 2014
AgriBank, FCB August 2011 - January 2013
Ameriprise Financial June 2008 - August 2011
Ameriprise Financial April 2007 - June 2008
Ameriprise Financial November 2005 - April 2007
ISH, Inc. August 2005 - November 2005
Allina Hospitals & Clinics August 2004 - August 2005
Allina Hospitals & Clinics April 2004 - August 2004
Skills
IT Audit, Computer Assisted Audit, Monarch Pro, Continuous Auditing, ACL, Project Management, Business Analysis, Cognos, IT GRC, Data Analysis, Access Lists, Internal Audit, Visio, Vendor Management, Strategic Planning, Leadership, Process Improvement, Sarbanes-Oxley Act, Requirements Analysis, MS Project, Change Management, Auditing, Governance, Risk Assessment, Information Technology, Internal Controls, Sarbanes-Oxley, Management, Microsoft Project
Education
Metropolitan State University 2003 — 2006
Graduate Certificate
Metropolitan State University 2003 — 2005
MMIS
University of Wisconsin-Oshkosh 1991 — 1995
BBA
Barron High School 1988 — 1991
Jason Hanson, MBA Jason Hanson, MBA's Ameriprise Financial Experience August 2007 - March 2009
Job Inside Sales Operations Manager at Thomson Reuters
Industry Publishing
Experience
Thomson Reuters January 2014 - Present
MN Excel Consulting August 2007 - Present
Thomson Reuters January 2012 - January 2014
United Healthcare February 2011 - January 2012
Best Vendors June 2010 - February 2011
Ameriprise Financial Services, Inc. April 2009 - June 2010
Ameriprise Financial August 2007 - March 2009
Ameriprise Financial January 2007 - March 2009
Ameriprise Financial November 2005 - January 2007
Ameriprise Financial Advisors July 2004 - November 2005
Skills
MS Office Suite, Access, Market Analysis, Services Marketing, Analytics, Financial Analysis, Business Analysis, Web 2.0, PeopleSoft CRM, Salesforce.com, Marketing Strategy, Strategy Development, Strategic Planning, Social Media, Social Media Marketing, Social Networking, Microsoft Excel, Predictive Analytics, Big Data, R, Unica, Business Objects, SQL, Direct Marketing, Microsoft Office, Program Management, Business Intelligence, Forecasting, Leadership, Marketing, Financial Modeling, Change Management, Entrepreneurship, Sales, Business Process, Finance, Analysis, Consulting, Data Analysis, CRM, Competitive Analysis, Coaching, Strategy, Management, Project Management, Process Improvement, Online Marketing, Cross-functional Team..., Business Development, Account Management
Education
University of Saint Thomas - School of Business 2006 — 2008
MBA, Marketing, Entrepreneurship
Metropolitan State University 2001 — 2004
BA, Finance, Economics, Marketing
Thomson Reuters January 2014 - Present
MN Excel Consulting August 2007 - Present
Thomson Reuters January 2012 - January 2014
United Healthcare February 2011 - January 2012
Best Vendors June 2010 - February 2011
Ameriprise Financial Services, Inc. April 2009 - June 2010
Ameriprise Financial August 2007 - March 2009
Ameriprise Financial January 2007 - March 2009
Ameriprise Financial November 2005 - January 2007
Ameriprise Financial Advisors July 2004 - November 2005
Skills
MS Office Suite, Access, Market Analysis, Services Marketing, Analytics, Financial Analysis, Business Analysis, Web 2.0, PeopleSoft CRM, Salesforce.com, Marketing Strategy, Strategy Development, Strategic Planning, Social Media, Social Media Marketing, Social Networking, Microsoft Excel, Predictive Analytics, Big Data, R, Unica, Business Objects, SQL, Direct Marketing, Microsoft Office, Program Management, Business Intelligence, Forecasting, Leadership, Marketing, Financial Modeling, Change Management, Entrepreneurship, Sales, Business Process, Finance, Analysis, Consulting, Data Analysis, CRM, Competitive Analysis, Coaching, Strategy, Management, Project Management, Process Improvement, Online Marketing, Cross-functional Team..., Business Development, Account Management
Education
University of Saint Thomas - School of Business 2006 — 2008
MBA, Marketing, Entrepreneurship
Metropolitan State University 2001 — 2004
BA, Finance, Economics, Marketing
Dan Plog Dan Plog's Ameriprise Financial Experience April 2006 - July 2006
Job VP of Operations
Industry Information Technology and Services
Experience
LifeTrac, Inc. May 2009 - Present
Long Term Care Group February 2008 - October 2008
RBC Dain October 2006 - February 2008
LifeTouch August 2006 - October 2006
eFunds Corporation July 2006 - August 2006
Ameriprise Financial April 2006 - July 2006
eFunds Corporation September 2005 - March 2006
Blue Cross & Blue Shield July 2005 - September 2005
Allianz Life July 2003 - June 2005
Allianz Life August 1995 - July 2003
Skills
Visio, Project Planning, Management, Software Documentation, Requirements Analysis, Business Process, Testing, Business Analysis, Software Development, MS Project, Databases, Access, .NET, Project Management, Program Management, New Business Development, Analysis, Human Resources, Training
Education
Metropolitan State University 2002 — 2006
Bachelor of Arts, Business Studies
Northeast Wisconsin Technical College 1974 — 1976
Associate, Data Processing
LifeTrac, Inc. May 2009 - Present
Long Term Care Group February 2008 - October 2008
RBC Dain October 2006 - February 2008
LifeTouch August 2006 - October 2006
eFunds Corporation July 2006 - August 2006
Ameriprise Financial April 2006 - July 2006
eFunds Corporation September 2005 - March 2006
Blue Cross & Blue Shield July 2005 - September 2005
Allianz Life July 2003 - June 2005
Allianz Life August 1995 - July 2003
Skills
Visio, Project Planning, Management, Software Documentation, Requirements Analysis, Business Process, Testing, Business Analysis, Software Development, MS Project, Databases, Access, .NET, Project Management, Program Management, New Business Development, Analysis, Human Resources, Training
Education
Metropolitan State University 2002 — 2006
Bachelor of Arts, Business Studies
Northeast Wisconsin Technical College 1974 — 1976
Associate, Data Processing
Kevin Featherstone Kevin Featherstone's Ameriprise Financial Experience April 2006 - April 2008
Job Business Project Manager at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Wells Fargo February 2011 - August 2012
Ameriprise Financial Services, Inc. January 2010 - February 2011
Digital River June 2009 - January 2010
Genesis10 Business and Technology Consulting May 2006 - June 2009
Prime Therapeutics 2008 - 2009
Ameriprise Financial April 2006 - April 2008
The Hartford July 2004 - April 2006
American Express Financial Advisors October 1992 - April 2004
Skills
Performance Management, Management Consulting, Program Management, Process Improvement, Requirements Analysis, SDLC, Six Sigma, Business Analysis, Business Planning, Coaching, Leadership, Organizational..., Training, Budgets, Employee Engagement, Management, Strategy
Education
University of St. Thomas - Opus College of Business 1992 — 1995
MBA, Business
Miami University 1985 — 1989
Ameriprise Financial Services, Inc. October 2012 - Present
Wells Fargo February 2011 - August 2012
Ameriprise Financial Services, Inc. January 2010 - February 2011
Digital River June 2009 - January 2010
Genesis10 Business and Technology Consulting May 2006 - June 2009
Prime Therapeutics 2008 - 2009
Ameriprise Financial April 2006 - April 2008
The Hartford July 2004 - April 2006
American Express Financial Advisors October 1992 - April 2004
Skills
Performance Management, Management Consulting, Program Management, Process Improvement, Requirements Analysis, SDLC, Six Sigma, Business Analysis, Business Planning, Coaching, Leadership, Organizational..., Training, Budgets, Employee Engagement, Management, Strategy
Education
University of St. Thomas - Opus College of Business 1992 — 1995
MBA, Business
Miami University 1985 — 1989
Shannon Southway Shannon Southway's Ameriprise Financial Experience 2007 - 2009
Job Principle Revenue Cycle Consultant at Henry Ford Health System
Industry Financial Services
Experience
Henry Ford Health System February 2014 - Present
Henry Ford Health System December 2011 - November 2013
Henry Ford Health System November 2009 - December 2011
Ameriprise Advisor Services, Inc. November 2007 - December 2009
Ameriprise Financial 2007 - 2009
E-Integration, Inc. April 2002 - October 2007
Internet Operations Center, Inc. February 1999 - February 2001
Skills
Healthcare Information..., Process Improvement, Healthcare, Hospitals, Visio, HIPAA, Healthcare Management, Business Analysis, SDLC, Vendor Management, Quality Assurance, Data Analysis, Integration, Access, Change Management, ITIL, Insurance, Leadership, PMP, Program Management, Requirements Gathering, Six Sigma
Education
Michigan State University 2015 — 2017
Broad College of Business, Executive MBA
Michigan State University 1991 — 1995
B.S., Art & Letters
Henry Ford Health System February 2014 - Present
Henry Ford Health System December 2011 - November 2013
Henry Ford Health System November 2009 - December 2011
Ameriprise Advisor Services, Inc. November 2007 - December 2009
Ameriprise Financial 2007 - 2009
E-Integration, Inc. April 2002 - October 2007
Internet Operations Center, Inc. February 1999 - February 2001
Skills
Healthcare Information..., Process Improvement, Healthcare, Hospitals, Visio, HIPAA, Healthcare Management, Business Analysis, SDLC, Vendor Management, Quality Assurance, Data Analysis, Integration, Access, Change Management, ITIL, Insurance, Leadership, PMP, Program Management, Requirements Gathering, Six Sigma
Education
Michigan State University 2015 — 2017
Broad College of Business, Executive MBA
Michigan State University 1991 — 1995
B.S., Art & Letters
Craig Stacey Craig Stacey's Ameriprise Financial Experience 2006 - 2007
Job Applying a CMO approach to Consumer Marketing Strategy. Focus areas: Digital/Social | Startups | Campaign Excellence
Industry Consumer Goods
Experience
Thrivent Financial June 2014 - Present
ConStruct LLC September 2013 - Present
SUPERVALU May 2009 - May 2013
SUPERVALU July 2007 - May 2009
Ameriprise Financial 2006 - 2007
Ford Motor Company 1990 - 2006
Ford Motor Company 2003 - 2005
Ford Motor Company 2000 - 2003
Ford Motor Company 1998 - 2000
Skills
Cross-functional Team..., Marketing Strategy, Marketing Communications, Digital Media, Social Media Marketing, Retail, Health and Wellness..., Pharmacy Marketing, Brand Management, Multicultural Marketing, Strategy, Integrated Marketing, Marketing, Leadership, Customer Insight, Advertising, Competitive Analysis, Brand Development, Pharmacy, Strategic Planning, Start-up Consulting, Lean Startup, Start-ups, New Business Development, Marketing Research, Direct Marketing, P&L Management, Creative Direction, Shopper Marketing, Business Planning, Product Launch, Event Management, Market Planning, Strategic Partnerships, Financial Services, Health, Wellness, Business Unit Start-up
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Tuck Executive Program (TEP), Executive Leadership/Strategic General Management
Michigan State University
Bachelor of Arts (BA), Economics
Thrivent Financial June 2014 - Present
ConStruct LLC September 2013 - Present
SUPERVALU May 2009 - May 2013
SUPERVALU July 2007 - May 2009
Ameriprise Financial 2006 - 2007
Ford Motor Company 1990 - 2006
Ford Motor Company 2003 - 2005
Ford Motor Company 2000 - 2003
Ford Motor Company 1998 - 2000
Skills
Cross-functional Team..., Marketing Strategy, Marketing Communications, Digital Media, Social Media Marketing, Retail, Health and Wellness..., Pharmacy Marketing, Brand Management, Multicultural Marketing, Strategy, Integrated Marketing, Marketing, Leadership, Customer Insight, Advertising, Competitive Analysis, Brand Development, Pharmacy, Strategic Planning, Start-up Consulting, Lean Startup, Start-ups, New Business Development, Marketing Research, Direct Marketing, P&L Management, Creative Direction, Shopper Marketing, Business Planning, Product Launch, Event Management, Market Planning, Strategic Partnerships, Financial Services, Health, Wellness, Business Unit Start-up
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Tuck Executive Program (TEP), Executive Leadership/Strategic General Management
Michigan State University
Bachelor of Arts (BA), Economics
Thomas Reardon,CFP®,CDFA Thomas Reardon,CFP®,CDFA's Ameriprise Financial Experience May 1989 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 1989 - Present
Gulf Resources and Chemical May 1988 - April 1989
Coopers & Lybrand August 1985 - April 1988
Education
Merrimack College 1980 — 1985
BS, Accounting
Ameriprise Financial May 1989 - Present
Gulf Resources and Chemical May 1988 - April 1989
Coopers & Lybrand August 1985 - April 1988
Education
Merrimack College 1980 — 1985
BS, Accounting
Sara Chapman's Ameriprise Financial Experience February 2008 - July 2010
Job
Industry Marketing and Advertising
Experience
Life Time Fitness January 2013 - Present
NordicClick Interactive July 2010 - January 2013
Ameriprise Financial February 2008 - July 2010
Carlson Marketing Worldwide July 2006 - February 2008
Iconoculture February 2005 - July 2006
Digital River, Inc. August 2001 - February 2005
Navarre Corporation December 1998 - February 2001
Skills
Social Media Marketing, Search Advertising, Online Marketing, Interactive Marketing, SEO, Email Marketing, Online Advertising, Affiliate Marketing, Post Click Optimization, Email Strategy, Digital Marketing, Lead Generation, Customer Acquisition, PPC, Marketing Communications, Advertising, Multi-channel Marketing, Integrated Marketing, E-commerce, Digital Strategy, Direct Marketing, Web Analytics, Social Media, Interactive Advertising, Strategy, Google Analytics, Marketing, SEM, Marketing Strategy, B2B, Mobile Marketing, Web Marketing, Display Advertising, Web Content, Newsletters, Web Design, Copywriting, Google Adwords, Analytics, User Experience, CRM, Blogging
Education
Michigan State University 1994 — 1998
Bachelor of Science, Merchandising Management
Life Time Fitness January 2013 - Present
NordicClick Interactive July 2010 - January 2013
Ameriprise Financial February 2008 - July 2010
Carlson Marketing Worldwide July 2006 - February 2008
Iconoculture February 2005 - July 2006
Digital River, Inc. August 2001 - February 2005
Navarre Corporation December 1998 - February 2001
Skills
Social Media Marketing, Search Advertising, Online Marketing, Interactive Marketing, SEO, Email Marketing, Online Advertising, Affiliate Marketing, Post Click Optimization, Email Strategy, Digital Marketing, Lead Generation, Customer Acquisition, PPC, Marketing Communications, Advertising, Multi-channel Marketing, Integrated Marketing, E-commerce, Digital Strategy, Direct Marketing, Web Analytics, Social Media, Interactive Advertising, Strategy, Google Analytics, Marketing, SEM, Marketing Strategy, B2B, Mobile Marketing, Web Marketing, Display Advertising, Web Content, Newsletters, Web Design, Copywriting, Google Adwords, Analytics, User Experience, CRM, Blogging
Education
Michigan State University 1994 — 1998
Bachelor of Science, Merchandising Management
Karen Lynn Corn Karen Lynn Corn's Ameriprise Financial Experience 2004 - 2005
Job Marketing Analyst at Bee Cave Games
Industry Banking
Experience
Bee Cave Games August 2015 - Present
Wells Fargo Bank April 2009 - Present
Fifth Third Bank September 2008 - February 2009
JPMorgan Chase September 2005 - August 2008
Ameriprise Financial 2004 - 2005
Education
Michigan State University
B.S.
Bee Cave Games August 2015 - Present
Wells Fargo Bank April 2009 - Present
Fifth Third Bank September 2008 - February 2009
JPMorgan Chase September 2005 - August 2008
Ameriprise Financial 2004 - 2005
Education
Michigan State University
B.S.
Thomas Nolan, CFP®, MBA Thomas Nolan, CFP®, MBA's Ameriprise Financial Experience November 2008 - Present
Job Financial Advisor with Deangelis, Nolan & Associates
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors May 2004 - October 2008
Strong Investments December 2002 - April 2004
Skills
Strategic Planning
Education
Marquette University 2002 — 2004
MBA
Marquette University 1998 — 2002
Bachelor of Science, Finance
St. Viator High School 1994 — 1998
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors May 2004 - October 2008
Strong Investments December 2002 - April 2004
Skills
Strategic Planning
Education
Marquette University 2002 — 2004
MBA
Marquette University 1998 — 2002
Bachelor of Science, Finance
St. Viator High School 1994 — 1998
John Madera John Madera's Ameriprise Financial Experience January 2005 - September 2005
Job Service Executive Manager at Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies
Industry Insurance
Experience
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies July 2014 - Present
Amalgamated Life Insurance January 2012 - July 2014
Amalgamated Life Insurance December 2009 - January 2012
UNITED RESTORATION SERVICES INC August 2007 - December 2009
CHADBOURNE & PARKE, LLP September 2005 - August 2007
AMERIPRISE FINANCIAL January 2005 - September 2005
Skills
management, account management, claims, benefits, health insurance, PowerPoint, Microsoft Office, MS Project, Microsoft Excel, Spreadsheets, Insurance, customer service, Microsoft Word, Access, Outlook, Banking, Project Planning, Budgets, Risk Management, Business Planning, Risk Assessment, quality assurance, Customer Service, Management, SDLC, Employee Benefits
Education
Mercy College 2001 — 2005
Bachelor of Science, Finance/Accounting
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies July 2014 - Present
Amalgamated Life Insurance January 2012 - July 2014
Amalgamated Life Insurance December 2009 - January 2012
UNITED RESTORATION SERVICES INC August 2007 - December 2009
CHADBOURNE & PARKE, LLP September 2005 - August 2007
AMERIPRISE FINANCIAL January 2005 - September 2005
Skills
management, account management, claims, benefits, health insurance, PowerPoint, Microsoft Office, MS Project, Microsoft Excel, Spreadsheets, Insurance, customer service, Microsoft Word, Access, Outlook, Banking, Project Planning, Budgets, Risk Management, Business Planning, Risk Assessment, quality assurance, Customer Service, Management, SDLC, Employee Benefits
Education
Mercy College 2001 — 2005
Bachelor of Science, Finance/Accounting
Mark Oglesby Mark Oglesby's Ameriprise Financial Experience November 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial November 2007 - Present
tekelec January 2001 - November 2007
Interpath Communications January 1998 - September 2000
Carolina Power & Light May 1997 - January 1998
Columbia Gas, Charleston WV December 1992 - January 1997
Dominion Virginia Power June 1988 - December 1991
Education
Marshall University 1993 — 1997
MBA, Personal Finance
West Virginia University Institute of Technology 1987 — 1992
BSEE, Electrical Engineering
Ameriprise Financial November 2007 - Present
tekelec January 2001 - November 2007
Interpath Communications January 1998 - September 2000
Carolina Power & Light May 1997 - January 1998
Columbia Gas, Charleston WV December 1992 - January 1997
Dominion Virginia Power June 1988 - December 1991
Education
Marshall University 1993 — 1997
MBA, Personal Finance
West Virginia University Institute of Technology 1987 — 1992
BSEE, Electrical Engineering
Jennifer Lynn Bolton-Picotte's Ameriprise Financial Experience November 2010 - June 2012
Job a
Industry Marketing and Advertising
Experience
Ameriprise Financial November 2010 - June 2012
Medical Concepts Development 1994 - 1999
Education
Metropolitan State University 2005 — 2012
History, Communications
Ameriprise Financial November 2010 - June 2012
Medical Concepts Development 1994 - 1999
Education
Metropolitan State University 2005 — 2012
History, Communications
Kyle Liepelt Kyle Liepelt's Ameriprise Financial Experience 1999 - 2005
Job Senior Conflicts Specialist at WilmerHale
Industry Law Practice
Experience
WilmerHale October 2012 - Present
LexisNexis 2008 - 2012
Chase Investment Services Corporation 2006 - 2008
Ameriprise Financial 1999 - 2005
Greene County Children's Services Board 1997 - 1999
Skills
Strategic Planning, Training, Leadership, Teaching, Management, Coaching, Research, Marketing Strategy, Microsoft Office, Staff Development, Sales, Team Building, Risk Management, Analysis, New Business Development, Data Analysis, Small Business, CRM, Microsoft Word, Team Leadership, Networking, Project Management, Finance
Education
Miami University
Business, Psychology
Wright State University
BA, Psychology
WilmerHale October 2012 - Present
LexisNexis 2008 - 2012
Chase Investment Services Corporation 2006 - 2008
Ameriprise Financial 1999 - 2005
Greene County Children's Services Board 1997 - 1999
Skills
Strategic Planning, Training, Leadership, Teaching, Management, Coaching, Research, Marketing Strategy, Microsoft Office, Staff Development, Sales, Team Building, Risk Management, Analysis, New Business Development, Data Analysis, Small Business, CRM, Microsoft Word, Team Leadership, Networking, Project Management, Finance
Education
Miami University
Business, Psychology
Wright State University
BA, Psychology
Hampton G. Lewis Hampton G. Lewis's Ameriprise Financial Experience 2005 - 2007
Job
Industry Financial Services
Experience
MassMutual Financial Group June 2014 - Present
MetLife January 2011 - March 2014
Barnum Financial Group, an Office of MetLife 2007 - 2009
Ameriprise Financial 2005 - 2007
Merrill Lynch 2002 - 2004
Merrill Lynch 2002 - 2004
Green Mountain Coffee Roasters 2000 - 2002
Green Mountain Coffee Roasters 2000 - 2002
Education
Michigan State University 1976 — 1981
Bachelor of Arts, Advertising
Cass Tech
MassMutual Financial Group June 2014 - Present
MetLife January 2011 - March 2014
Barnum Financial Group, an Office of MetLife 2007 - 2009
Ameriprise Financial 2005 - 2007
Merrill Lynch 2002 - 2004
Merrill Lynch 2002 - 2004
Green Mountain Coffee Roasters 2000 - 2002
Green Mountain Coffee Roasters 2000 - 2002
Education
Michigan State University 1976 — 1981
Bachelor of Arts, Advertising
Cass Tech
Melissa Higgins's Ameriprise Financial Experience July 2003 - April 2005
Job Director of Marketing + Operations at Sozo Artists, Inc.
Industry Entertainment
Experience
Sozo Artists, Inc. August 2014 - Present
Sozo Artists, Inc. 2012 - Present
KaNaomi International 2011 - Present
The MacDowell Colony May 2011 - November 2014
The Village Cooperative May 2008 - 2011
International Medical Group 2005 - 2008
Ameriprise Financial July 2003 - April 2005
The Wall Street Journal Europe / Dow Jones Newswires 2003 - 2003
United State Embassy to Belgium 2001 - 2001
Skills
Event Management, Event Planning, Marketing, Leadership, Business Development, Entrepreneurship, Management, Training, Photography, Microsoft Office, Social Media, Public Speaking, Fundraising, Non-profits, Strategic Planning, Insurance, Health Insurance, Customer Service, Microsoft Excel, Account Management, Social Networking, Sales, Sales Management, Nonprofits, Small Business, Public Relations, Social Media Marketing, Blogging, Editing, Volunteer Management, Creative Writing, Communication Skills, Online Marketing
Education
Miami University 1998 — 2002
Business Administration, Marketing, French, International Business
Sozo Artists, Inc. August 2014 - Present
Sozo Artists, Inc. 2012 - Present
KaNaomi International 2011 - Present
The MacDowell Colony May 2011 - November 2014
The Village Cooperative May 2008 - 2011
International Medical Group 2005 - 2008
Ameriprise Financial July 2003 - April 2005
The Wall Street Journal Europe / Dow Jones Newswires 2003 - 2003
United State Embassy to Belgium 2001 - 2001
Skills
Event Management, Event Planning, Marketing, Leadership, Business Development, Entrepreneurship, Management, Training, Photography, Microsoft Office, Social Media, Public Speaking, Fundraising, Non-profits, Strategic Planning, Insurance, Health Insurance, Customer Service, Microsoft Excel, Account Management, Social Networking, Sales, Sales Management, Nonprofits, Small Business, Public Relations, Social Media Marketing, Blogging, Editing, Volunteer Management, Creative Writing, Communication Skills, Online Marketing
Education
Miami University 1998 — 2002
Business Administration, Marketing, French, International Business
Rich Carlson Rich Carlson's Ameriprise Financial Experience April 2007 - May 2009
Job
Industry Law Enforcement
Experience
Bump & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. May 2009 - September 2012
Theater Alliance at the H Street Playhouse January 2010 - June 2012
Ameriprise Financial April 2007 - May 2009
UHY Advisors June 2006 - April 2007
American Defense International June 2004 - May 2006
24 Hour Company January 2004 - January 2006
US Capitol Guide Service 2004 - 2004
Office of Senator Jon Corzine August 2003 - December 2003
British American Security Information Council January 2003 - May 2003
Marist College 2000 - 2002
Skills
Chartered Federal..., Green, Planning, Retirement Income..., Financial Planning, Public Speaking, Insurance, Investments, Financial Analysis, Charitable Giving, Strategic Financial..., Project Planning, Retirement, Retirement Planning, Management, Loans, Analysis, Marketing, Mutual Funds, Policy, Mergers & Acquisitions, Estate Planning, Proposal Writing, Asset Allocation, Finance, Government, Nonprofits
Education
Marist College 1998 — 2002
BA
Pope John XXIII 1994 — 1998
Bump & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. May 2009 - September 2012
Theater Alliance at the H Street Playhouse January 2010 - June 2012
Ameriprise Financial April 2007 - May 2009
UHY Advisors June 2006 - April 2007
American Defense International June 2004 - May 2006
24 Hour Company January 2004 - January 2006
US Capitol Guide Service 2004 - 2004
Office of Senator Jon Corzine August 2003 - December 2003
British American Security Information Council January 2003 - May 2003
Marist College 2000 - 2002
Skills
Chartered Federal..., Green, Planning, Retirement Income..., Financial Planning, Public Speaking, Insurance, Investments, Financial Analysis, Charitable Giving, Strategic Financial..., Project Planning, Retirement, Retirement Planning, Management, Loans, Analysis, Marketing, Mutual Funds, Policy, Mergers & Acquisitions, Estate Planning, Proposal Writing, Asset Allocation, Finance, Government, Nonprofits
Education
Marist College 1998 — 2002
BA
Pope John XXIII 1994 — 1998
Court Glaus's Ameriprise Financial Experience December 2006 - March 2008
Job Successful Sales Executive
Industry Financial Services
Experience
Copesan Services, Inc. (Wil-Kil Pest Control) January 2013 - 2013
UnitedHealth Group May 2010 - March 2012
Ameriprise Financial December 2006 - March 2008
Ameriprise Financial May 2005 - December 2006
Ameriprise Financial April 2003 - May 2005
Ameriprise Financial December 2002 - April 2003
Minneapolis Grain Exchange August 2002 - December 2002
TD Ameritrade June 1999 - March 2002
Prudential Financial October 1996 - February 1998
Skills
Relationship Development, Sales Management, Proven Leader, Negotiation, Business Development, Recruiting, Coaching, Project Management, Public Speaking, Management, Training, Social Influence, Series 7, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Insurance, Financial Planners, Selling, Financial Advisory, Leadership, Fixed Annuities, Investments, Business Planning, Financial Services, Estate Planning, Finance, Life Insurance, Disability Insurance, CRM, Process Improvement, Banking
Education
University of Wisconsin-Madison 1992 — 1994
BBA, Finance, Investments and Banking
Menomonie High School
Metropolitan State University
BS, Finance
The American College
CLU / ChFC
Copesan Services, Inc. (Wil-Kil Pest Control) January 2013 - 2013
UnitedHealth Group May 2010 - March 2012
Ameriprise Financial December 2006 - March 2008
Ameriprise Financial May 2005 - December 2006
Ameriprise Financial April 2003 - May 2005
Ameriprise Financial December 2002 - April 2003
Minneapolis Grain Exchange August 2002 - December 2002
TD Ameritrade June 1999 - March 2002
Prudential Financial October 1996 - February 1998
Skills
Relationship Development, Sales Management, Proven Leader, Negotiation, Business Development, Recruiting, Coaching, Project Management, Public Speaking, Management, Training, Social Influence, Series 7, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Insurance, Financial Planners, Selling, Financial Advisory, Leadership, Fixed Annuities, Investments, Business Planning, Financial Services, Estate Planning, Finance, Life Insurance, Disability Insurance, CRM, Process Improvement, Banking
Education
University of Wisconsin-Madison 1992 — 1994
BBA, Finance, Investments and Banking
Menomonie High School
Metropolitan State University
BS, Finance
The American College
CLU / ChFC
Charlie Lindholm's Ameriprise Financial Experience August 2012 - Present
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial August 2012 - Present
Raymond James July 2008 - August 2012
prudential securities 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Financial Advisory
Education
Michigan State University 1990 — 1994
Ameriprise Financial August 2012 - Present
Raymond James July 2008 - August 2012
prudential securities 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Financial Advisory
Education
Michigan State University 1990 — 1994
Carol Kratzer Carol Kratzer's Ameriprise Financial Experience June 2010 - Present
Job Technology Service Desk Manager
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. September 1996 - June 2010
Damark International 1994 - 1996
Skills
Series 7, Vendor Management, Service Catalog, Process Improvement, Strategic Financial..., IT Service Management, ITIL, Call Center, Business Analysis, Outsourcing, Call Centers, Business Process..., Visio, Financial Services, Leadership, Project Portfolio..., SharePoint, Change Management, Service Delivery, Resource Management, Operations Management, Cross-functional Team..., Relationship Management, Team Leadership, Management, Risk Management, Workforce Management, IT Strategy, SDLC, Business Process, Analysis, Project Delivery, Program Management, Business Transformation
Education
Metropolitan State University 2000 — 2006
BS, Economics
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. September 1996 - June 2010
Damark International 1994 - 1996
Skills
Series 7, Vendor Management, Service Catalog, Process Improvement, Strategic Financial..., IT Service Management, ITIL, Call Center, Business Analysis, Outsourcing, Call Centers, Business Process..., Visio, Financial Services, Leadership, Project Portfolio..., SharePoint, Change Management, Service Delivery, Resource Management, Operations Management, Cross-functional Team..., Relationship Management, Team Leadership, Management, Risk Management, Workforce Management, IT Strategy, SDLC, Business Process, Analysis, Project Delivery, Program Management, Business Transformation
Education
Metropolitan State University 2000 — 2006
BS, Economics
Karen Blackstone Karen Blackstone's Ameriprise Financial Experience
Job Chief Medical Director/VicePresident at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial
Skills
Medicine, Healthcare, Insurance, Long-term Care, 15 years of experience ..., Health Insurance, Healthcare Management, HIPAA, Internal Medicine, Life Insurance, Underwriting, EMR, Customer Service, Employee Benefits, Term Life Insurance, Disability Insurance, Risk Management, Leadership
Education
Abbott Northwestern Hospital
MD, Internal Medicine Residency
Medical College of Wisconsin
MD, Medicine
University of Wisconsin-Madison
BS
Ameriprise Financial
Skills
Medicine, Healthcare, Insurance, Long-term Care, 15 years of experience ..., Health Insurance, Healthcare Management, HIPAA, Internal Medicine, Life Insurance, Underwriting, EMR, Customer Service, Employee Benefits, Term Life Insurance, Disability Insurance, Risk Management, Leadership
Education
Abbott Northwestern Hospital
MD, Internal Medicine Residency
Medical College of Wisconsin
MD, Medicine
University of Wisconsin-Madison
BS
Philip Bowsher Philip Bowsher's Ameriprise Financial Experience February 1980 - February 1998
Job Life Insurance Specialist at State Farm
Industry Financial Services
Experience
State Farm June 2009 - Present
Foreclsoure Solutions August 2003 - May 2009
JK Harris and Company August 1999 - August 2003
Ameriprise Financial February 1980 - February 1998
Skills
Sales Management, New Business Development, Customer Service, Team Leadership, Sales, Microsoft Office, Account Management, Team Building, Strategic Planning, Marketing, Negotiation, Leadership, Direct Sales, Marketing Strategy, Contract Negotiation, Selling, Sales Operations, Insurance, Investments, Life Insurance
Education
University of Connecticut School for Executive Development 1975 — 1976
Banking and Mortgage Lending
Miami University 1965 — 1971
Bachelor of Science (BS), Marketing
State Farm June 2009 - Present
Foreclsoure Solutions August 2003 - May 2009
JK Harris and Company August 1999 - August 2003
Ameriprise Financial February 1980 - February 1998
Skills
Sales Management, New Business Development, Customer Service, Team Leadership, Sales, Microsoft Office, Account Management, Team Building, Strategic Planning, Marketing, Negotiation, Leadership, Direct Sales, Marketing Strategy, Contract Negotiation, Selling, Sales Operations, Insurance, Investments, Life Insurance
Education
University of Connecticut School for Executive Development 1975 — 1976
Banking and Mortgage Lending
Miami University 1965 — 1971
Bachelor of Science (BS), Marketing
Paul Micka CISSP, CISA, CPA (inactive) Paul Micka CISSP, CISA, CPA (inactive)'s Ameriprise Financial Experience January 2006 - June 2006
Job IT Security Consultant at UHG
Industry Information Technology and Services
Experience
UnitedHealth Group May 2015 - Present
Citi December 2013 - April 2015
UnitedHealth Group September 2012 - December 2013
Hennepin County February 2010 - September 2012
Thrivent Financial for Lutherans August 2008 - March 2010
Thrivent Financial February 2007 - July 2008
Deluxe Corporation June 2006 - February 2007
Ameriprise Financial January 2006 - June 2006
Coldwell Banker Burnet/Keller Williams Premier Realty August 2001 - December 2005
Fingerhut Companies October 1998 - July 2001
Skills
Security, Sarbanes-Oxley Act, Software Documentation, Risk Management, Access, Active Directory, Auditing, Financial Risk, Identity Management, Information Security, Information Technology, Internal Audit, Internal Controls, Management, Risk Assessment, SharePoint, Strategy
Education
Marquette University 1988 — 1993
BS, Majors: Accounting & Int'l Business Minor: Spanish
UnitedHealth Group May 2015 - Present
Citi December 2013 - April 2015
UnitedHealth Group September 2012 - December 2013
Hennepin County February 2010 - September 2012
Thrivent Financial for Lutherans August 2008 - March 2010
Thrivent Financial February 2007 - July 2008
Deluxe Corporation June 2006 - February 2007
Ameriprise Financial January 2006 - June 2006
Coldwell Banker Burnet/Keller Williams Premier Realty August 2001 - December 2005
Fingerhut Companies October 1998 - July 2001
Skills
Security, Sarbanes-Oxley Act, Software Documentation, Risk Management, Access, Active Directory, Auditing, Financial Risk, Identity Management, Information Security, Information Technology, Internal Audit, Internal Controls, Management, Risk Assessment, SharePoint, Strategy
Education
Marquette University 1988 — 1993
BS, Majors: Accounting & Int'l Business Minor: Spanish
Chris Kurle Chris Kurle's Ameriprise Financial Experience January 2011 - 2012
Job Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - 2015
Ameriprise Financial January 2011 - 2012
Wells Fargo Investments May 2008 - January 2011
The Hartford March 2006 - October 2007
Skills
Excel, Access, Hyperion, SQL Server, VBA, Bloomberg Terminal, Bond Desk, BETA Host, Security APL, Electronic Trading, Microsoft Excel, Data Analysis, Microsoft SQL Server, Portfolio Management
Education
Metropolitan State University 2007 — 2010
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - 2015
Ameriprise Financial January 2011 - 2012
Wells Fargo Investments May 2008 - January 2011
The Hartford March 2006 - October 2007
Skills
Excel, Access, Hyperion, SQL Server, VBA, Bloomberg Terminal, Bond Desk, BETA Host, Security APL, Electronic Trading, Microsoft Excel, Data Analysis, Microsoft SQL Server, Portfolio Management
Education
Metropolitan State University 2007 — 2010
Bachelor of Science, Business Administration
Marc Arnold, CFP®, CLU®, ChFC® Marc Arnold, CFP®, CLU®, ChFC®'s Ameriprise Financial Experience March 1996 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 1996 - Present
Grainger October 1988 - January 1995
Education
Marshall University 1983 — 1987
B.B.A., Management, Accounting, Economics
Parkersburg High School 1982 — 1984
Ameriprise Financial March 1996 - Present
Grainger October 1988 - January 1995
Education
Marshall University 1983 — 1987
B.B.A., Management, Accounting, Economics
Parkersburg High School 1982 — 1984
Jason Alan Reeves I Jason Alan Reeves I's Ameriprise Financial Experience 2004 - 2005
Job Partnering to achieve health and wellness in every facet of lifespirit, soul, and body.
Industry Financial Services
Experience
PNC Investments (Unofficial) January 2014 - Present
Disciples of Christ Global Outreach December 2008 - Present
Chayil Media October 2007 - Present
VALIC April 2010 - January 2014
CBIZ November 2008 - March 2010
Principal Financial Group December 2006 - November 2008
Mercer Health & Benefits September 2005 - December 2006
Ameriprise Financial 2004 - 2005
Skills
Leadership, Training, Public Speaking, Strategic Planning, Management, Coaching, Strategy, Leadership Development, Consulting, Desktop Publishing, Change Management, Project Management, Risk Management, Health & Wellness
Education
The King's University 2009 — 2012
Master of Divinity (M.Div.)
Maryville University of Saint Louis 1997 — 2001
Bachelors, Philosophy, Actuarial Science
PNC Investments (Unofficial) January 2014 - Present
Disciples of Christ Global Outreach December 2008 - Present
Chayil Media October 2007 - Present
VALIC April 2010 - January 2014
CBIZ November 2008 - March 2010
Principal Financial Group December 2006 - November 2008
Mercer Health & Benefits September 2005 - December 2006
Ameriprise Financial 2004 - 2005
Skills
Leadership, Training, Public Speaking, Strategic Planning, Management, Coaching, Strategy, Leadership Development, Consulting, Desktop Publishing, Change Management, Project Management, Risk Management, Health & Wellness
Education
The King's University 2009 — 2012
Master of Divinity (M.Div.)
Maryville University of Saint Louis 1997 — 2001
Bachelors, Philosophy, Actuarial Science
Nancy Roach, CFP® Nancy Roach, CFP®'s Ameriprise Financial Experience May 2008 - June 2012
Job CERTIFIED FINANCIAL PLANNER™ Upstream Investment Partners 6302301610
Industry Investment Management
Experience
Upstream Investments Partners, LLC July 2013 - Present
Engaging Speakers 2014 - 2015
Barrington Area Chamber of Commerce 2013 - 2015
Ameriprise Financial May 2008 - June 2012
Citigroup Global Markets January 2001 - May 2008
Morgan Stanley Capital International June 1996 - December 1999
Skills
Leadership, Investments, Finance, Financial Planning, Financial Advisory, Customer Service, Asset Allocation, Strategic Planning, Securities, Asset Management
Education
Michigan State University 1978 — 1983
Bachelor of Arts, James Madison College, Urban Policy, Economics
Detroit Redford High School 1975 — 1978
College Prep, College Prep
Upstream Investments Partners, LLC July 2013 - Present
Engaging Speakers 2014 - 2015
Barrington Area Chamber of Commerce 2013 - 2015
Ameriprise Financial May 2008 - June 2012
Citigroup Global Markets January 2001 - May 2008
Morgan Stanley Capital International June 1996 - December 1999
Skills
Leadership, Investments, Finance, Financial Planning, Financial Advisory, Customer Service, Asset Allocation, Strategic Planning, Securities, Asset Management
Education
Michigan State University 1978 — 1983
Bachelor of Arts, James Madison College, Urban Policy, Economics
Detroit Redford High School 1975 — 1978
College Prep, College Prep
Heather (Hawks) Marks Heather (Hawks) Marks's Ameriprise Financial Experience October 2004 - August 2005
Job Logistics Rep II at RR Donnelley
Industry Outsourcing/Offshoring
Experience
RR Donnelley June 2012 - Present
STARTEK May 2011 - June 2012
StarTek April 2006 - April 2011
Mary Baldwin College August 2002 - December 2005
Ameriprise Financial October 2004 - August 2005
Skills
Customer Satisfaction, CRM, Management, Call Centers, Invoicing, Accounting, Account Management, Negotiation, Customer Service, Networking, Customer Retention, Solution Selling, Telecommunications, Salesforce.com, Training, Customer Experience, Sales Operations, Direct Sales, Leadership
Education
Mary Baldwin College 2002 — 2005
Bachelor of Arts, Business Management
RR Donnelley June 2012 - Present
STARTEK May 2011 - June 2012
StarTek April 2006 - April 2011
Mary Baldwin College August 2002 - December 2005
Ameriprise Financial October 2004 - August 2005
Skills
Customer Satisfaction, CRM, Management, Call Centers, Invoicing, Accounting, Account Management, Negotiation, Customer Service, Networking, Customer Retention, Solution Selling, Telecommunications, Salesforce.com, Training, Customer Experience, Sales Operations, Direct Sales, Leadership
Education
Mary Baldwin College 2002 — 2005
Bachelor of Arts, Business Management
Kurt Roehrig's Ameriprise Financial Experience March 2007 - December 2007
Job Senior Executive Recruiting Consultant at Qualigence International
Industry Information Technology and Services
Experience
Qualigence International March 2015 - Present
ProQuest August 2011 - December 2014
Venteon Partners/Custom Business - Sr Technical Recruiter January 2008 - August 2011
Ameriprise Financial March 2007 - December 2007
Visteon Automotive Systems January 2006 - March 2007
Global Crossing September 1999 - May 2005
AJM Professional Services 1995 - 1999
IBM 1991 - 1994
Skills
Technical Recruiting, Vendor Management, Talent Acquisition, Applicant Tracking..., Sourcing, Recruiting, Talent Management, Employee Relations, Networking, Telecommunications, PeopleSoft, HRIS, Team Leadership, Screening, College Recruiting, Sales Management, Management, Negotiation, Interviews, Succession Planning, Process Improvement, Resource Management, Business Analysis, Executive Search, Contract Recruitment, Temporary Placement, Salesforce.com, Performance Management, Training, Leadership, Staffing Services, Workforce Planning, Consulting, Hiring, Job Descriptions, Information Technology, Staff Augmentation, Internet Recruiting, Employer Branding, Onboarding, Benefits Negotiation, Human Resources, Program Management, Sales
Education
Michigan State University 1983 — 1988
BS, Telecommunications
Cardinal Mooney 1979 — 1983
Qualigence International March 2015 - Present
ProQuest August 2011 - December 2014
Venteon Partners/Custom Business - Sr Technical Recruiter January 2008 - August 2011
Ameriprise Financial March 2007 - December 2007
Visteon Automotive Systems January 2006 - March 2007
Global Crossing September 1999 - May 2005
AJM Professional Services 1995 - 1999
IBM 1991 - 1994
Skills
Technical Recruiting, Vendor Management, Talent Acquisition, Applicant Tracking..., Sourcing, Recruiting, Talent Management, Employee Relations, Networking, Telecommunications, PeopleSoft, HRIS, Team Leadership, Screening, College Recruiting, Sales Management, Management, Negotiation, Interviews, Succession Planning, Process Improvement, Resource Management, Business Analysis, Executive Search, Contract Recruitment, Temporary Placement, Salesforce.com, Performance Management, Training, Leadership, Staffing Services, Workforce Planning, Consulting, Hiring, Job Descriptions, Information Technology, Staff Augmentation, Internet Recruiting, Employer Branding, Onboarding, Benefits Negotiation, Human Resources, Program Management, Sales
Education
Michigan State University 1983 — 1988
BS, Telecommunications
Cardinal Mooney 1979 — 1983
David Solomon, CFP®, CRPC® David Solomon, CFP®, CRPC®'s Ameriprise Financial Experience 2000 - December 2008
Job Private Wealth Advisor at Centennial Wealth Management
Industry Financial Services
Experience
Centennial Wealth Management, A financial advisory practice of Ameriprise Financial Services, Inc December 2008 - Present
Ameriprise Financial 2000 - December 2008
Education
University of Maryland College Park 1992 — 1995
BA, Economics
Michigan State University 1990 — 1991
Economics
Wilde Lake High School
Centennial Wealth Management, A financial advisory practice of Ameriprise Financial Services, Inc December 2008 - Present
Ameriprise Financial 2000 - December 2008
Education
University of Maryland College Park 1992 — 1995
BA, Economics
Michigan State University 1990 — 1991
Economics
Wilde Lake High School
Chris Hiestand Chris Hiestand's Ameriprise Financial Experience January 2006 - May 2009
Job Growth Focused Marketer | Director of Marketing and Growth at Lenda | CoFounder PrimalPal
Industry Marketing and Advertising
Experience
Lenda May 2014 - Present
PrimalPal November 2011 - Present
Excelsior Wealth Management May 2009 - February 2014
Ameriprise Financial January 2006 - May 2009
United States Air Force May 2002 - May 2008
Skills
Strategic Consulting, Business Planning, Business Strategy, Strategic Planning, Investments, Holistic Financial..., Strategic Financial..., Marketing, SEO, Copywriting, Email Marketing, WordPress, Fixed Annuities, Forecasting, Strategy, Start-ups, Online Marketing, Financial Planning, Sales
Education
Miami University
Bachelor of Science, Finance
National Trail High School
Lenda May 2014 - Present
PrimalPal November 2011 - Present
Excelsior Wealth Management May 2009 - February 2014
Ameriprise Financial January 2006 - May 2009
United States Air Force May 2002 - May 2008
Skills
Strategic Consulting, Business Planning, Business Strategy, Strategic Planning, Investments, Holistic Financial..., Strategic Financial..., Marketing, SEO, Copywriting, Email Marketing, WordPress, Fixed Annuities, Forecasting, Strategy, Start-ups, Online Marketing, Financial Planning, Sales
Education
Miami University
Bachelor of Science, Finance
National Trail High School
Christin Bay's Ameriprise Financial Experience October 2006 - December 2007
Job Business Development Specialist at Aurora Investment Management
Industry Financial Services
Experience
Aurora Investment Management July 2014 - Present
Aurora Investment Management March 2009 - June 2014
Bernstein Global Wealth Management March 2008 - December 2008
Ameriprise Financial October 2006 - December 2007
Skills
Alternative Investments, Asset Managment, Investments, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Financial Modeling, Series 7, Strategic Financial..., Equities, Fixed Income, Investment Management, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Finance, Derivatives, Financial Services, Financial Risk, Hedge Funds
Education
Michigan State University 2002 — 2006
BA, Finance
Aurora Investment Management July 2014 - Present
Aurora Investment Management March 2009 - June 2014
Bernstein Global Wealth Management March 2008 - December 2008
Ameriprise Financial October 2006 - December 2007
Skills
Alternative Investments, Asset Managment, Investments, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Financial Modeling, Series 7, Strategic Financial..., Equities, Fixed Income, Investment Management, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Finance, Derivatives, Financial Services, Financial Risk, Hedge Funds
Education
Michigan State University 2002 — 2006
BA, Finance
Michael D. Myers's Ameriprise Financial Experience January 2011 - October 2011
Job Application Systems Administrator at U.S. Bank
Industry Computer Networking
Experience
U.S. Bank January 2014 - Present
MDM Technical Consulting January 2013 - January 2014
Brown Wealth Management 2012 - 2013
Best Buy July 2012 - September 2012
Lifetouch Portrait Studios April 2012 - June 2012
American Dental Associates January 2012 - March 2012
North Memorial Medical Center -- Robert Half Technology August 2011 - November 2011
Ameriprise Financial January 2011 - October 2011
Greater Minneapolis Crisis Nursery July 2002 - December 2010
Hospitality Companies March 2001 - July 2002
Skills
Windows Server 2008, System Migration, Windows Server 2003, Windows Server, Deployment, XP, Access, Windows 7, SQL Server, Scripting, Administration, Active Directory, Troubleshooting, Servers, System Administration, Disaster Recovery, Microsoft Exchange, Microsoft SQL Server, System Deployment, Networking, Network Administration, Citrix, Technical Support, Operating Systems, Hardware, Software Installation, Group Policy, SharePoint, Switches, Help Desk Support, Information Technology, Testing, Powershell, Microsoft Technologies, Windows, SQL, VMware, Norton Ghost, Computer Hardware, Cisco Technologies, Firewalls, Security, Windows Vista
Education
SkillSoft 2012 — 2012
SQL Server 2008 configuration
SkillSoft 2012 — 2012
Windows 7 Compatability Issues
Skillsoft 2012 — 2012
Microsoft Server 2008-R2 Active Directory
Metropolitan State University 1993 — 1995
MIS
Dunwoody College 1978 — 1980
Tecnical Certificate, Drafting/Design Engineering Technologies/Technicians
U.S. Bank January 2014 - Present
MDM Technical Consulting January 2013 - January 2014
Brown Wealth Management 2012 - 2013
Best Buy July 2012 - September 2012
Lifetouch Portrait Studios April 2012 - June 2012
American Dental Associates January 2012 - March 2012
North Memorial Medical Center -- Robert Half Technology August 2011 - November 2011
Ameriprise Financial January 2011 - October 2011
Greater Minneapolis Crisis Nursery July 2002 - December 2010
Hospitality Companies March 2001 - July 2002
Skills
Windows Server 2008, System Migration, Windows Server 2003, Windows Server, Deployment, XP, Access, Windows 7, SQL Server, Scripting, Administration, Active Directory, Troubleshooting, Servers, System Administration, Disaster Recovery, Microsoft Exchange, Microsoft SQL Server, System Deployment, Networking, Network Administration, Citrix, Technical Support, Operating Systems, Hardware, Software Installation, Group Policy, SharePoint, Switches, Help Desk Support, Information Technology, Testing, Powershell, Microsoft Technologies, Windows, SQL, VMware, Norton Ghost, Computer Hardware, Cisco Technologies, Firewalls, Security, Windows Vista
Education
SkillSoft 2012 — 2012
SQL Server 2008 configuration
SkillSoft 2012 — 2012
Windows 7 Compatability Issues
Skillsoft 2012 — 2012
Microsoft Server 2008-R2 Active Directory
Metropolitan State University 1993 — 1995
MIS
Dunwoody College 1978 — 1980
Tecnical Certificate, Drafting/Design Engineering Technologies/Technicians
Bart Turner Bart Turner's Ameriprise Financial Experience March 2010 - October 2011
Job Strategy and Marketing Executive
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - August 2015
Ameriprise Financial March 2010 - October 2011
Ameriprise Financial October 2007 - March 2010
Ameriprise Financial April 2006 - October 2007
Ameriprise Financial December 2003 - April 2006
McKinsey & Company July 2001 - December 2003
Synet Service Corporation May 1995 - July 1999
Skills
Marketing Strategy, Marketing, Cross-functional Team..., Strategy, Analytics, Business Development, Marketing Communications, Integrated Marketing, Thought Leadership, Management Consulting, Financial Services, Leadership, Project Planning, Relationship Management, Business Strategy, Strategic Planning, Segmentation, Competitive Analysis, Insurance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Michigan State University 1990 — 1994
BS, Mathematics
Ameriprise Financial Services, Inc. October 2011 - August 2015
Ameriprise Financial March 2010 - October 2011
Ameriprise Financial October 2007 - March 2010
Ameriprise Financial April 2006 - October 2007
Ameriprise Financial December 2003 - April 2006
McKinsey & Company July 2001 - December 2003
Synet Service Corporation May 1995 - July 1999
Skills
Marketing Strategy, Marketing, Cross-functional Team..., Strategy, Analytics, Business Development, Marketing Communications, Integrated Marketing, Thought Leadership, Management Consulting, Financial Services, Leadership, Project Planning, Relationship Management, Business Strategy, Strategic Planning, Segmentation, Competitive Analysis, Insurance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Michigan State University 1990 — 1994
BS, Mathematics
Daniel Fugelsang Daniel Fugelsang's Ameriprise Financial Experience January 2010 - Present
Job Senior Manager Supervision Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
Ameriprise Financial August 2006 - January 2010
Skills
Insurance, Mutual Funds, Equities, Options, Retirement Planning, Retirement, Risk Management, FINRA, Asset Management, Securities, Fixed Income, Strategic Financial..., Series 7, Uniform Combined State..., Financial Advisory, Series 63, Fixed Annuities, Bonds, Alternative Investments, Investments, Management, Wealth Management, Estate Planning, Portfolio Management, Series 24, Investment Advisory, Financial Services, Accounting, Asset Allocation, Sales Management
Education
Mercy College
BS, Business Administration
Ameriprise Financial January 2010 - Present
Ameriprise Financial August 2006 - January 2010
Skills
Insurance, Mutual Funds, Equities, Options, Retirement Planning, Retirement, Risk Management, FINRA, Asset Management, Securities, Fixed Income, Strategic Financial..., Series 7, Uniform Combined State..., Financial Advisory, Series 63, Fixed Annuities, Bonds, Alternative Investments, Investments, Management, Wealth Management, Estate Planning, Portfolio Management, Series 24, Investment Advisory, Financial Services, Accounting, Asset Allocation, Sales Management
Education
Mercy College
BS, Business Administration
Alan R. Lew, CFP Alan R. Lew, CFP's Ameriprise Financial Experience May 1992 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial May 1992 - Present
Compaq Computer April 1986 - October 1991
Education
Marquette University 1978 — 1982
BS, Business
Elk Grove High School 1974 — 1978
Ameriprise Financial May 1992 - Present
Compaq Computer April 1986 - October 1991
Education
Marquette University 1978 — 1982
BS, Business
Elk Grove High School 1974 — 1978
Deanna Metcalfe Deanna Metcalfe's Ameriprise Financial Experience 1998 - May 2013
Job Financial Advisor with 28 years of experience
Industry Financial Services
Experience
Ameriprise Financial 1998 - May 2013
American Express Financial Advisors 1996 - 1998
First South Bank, NA 1985 - 1995
Education
Mercer University - Stetson School of Business and Economics 1980 — 1984
BBA, Management
Ameriprise Financial 1998 - May 2013
American Express Financial Advisors 1996 - 1998
First South Bank, NA 1985 - 1995
Education
Mercer University - Stetson School of Business and Economics 1980 — 1984
BBA, Management
Kim Monson Halek Kim Monson Halek's Ameriprise Financial Experience 2000 - 2006
Job Sr. Business Systems Analyst at Columbia Management (with Fulcrum Consulting)
Industry Financial Services
Experience
Columbia Threadneedle November 2013 - Present
RBC Wealth Management February 2012 - October 2013
Ameriprise Financial/Columbia Management March 2009 - January 2012
Weatherly Consulting Inc. 2006 - 2009
Ameriprise Financial 2000 - 2006
Education
St. Catherine University
Post-Graduate Certification
Metropolitan State University of Denver
B.A.
University of Minnesota Duluth
B.A.S.
Columbia Threadneedle November 2013 - Present
RBC Wealth Management February 2012 - October 2013
Ameriprise Financial/Columbia Management March 2009 - January 2012
Weatherly Consulting Inc. 2006 - 2009
Ameriprise Financial 2000 - 2006
Education
St. Catherine University
Post-Graduate Certification
Metropolitan State University of Denver
B.A.
University of Minnesota Duluth
B.A.S.
Heather J. Miller Tokarz, CRPC's Ameriprise Financial Experience November 2006 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial November 2006 - Present
Stu Needel Communications LLC July 2005 - December 2005
Rope's End Ranch July 2003 - December 2005
Maryland State Archives October 2004 - July 2005
Education
Mercyhurst University 1999 — 2003
BA
Tidewater Community College
American Sign Language
Ameriprise Financial November 2006 - Present
Stu Needel Communications LLC July 2005 - December 2005
Rope's End Ranch July 2003 - December 2005
Maryland State Archives October 2004 - July 2005
Education
Mercyhurst University 1999 — 2003
BA
Tidewater Community College
American Sign Language
Jason Gorski's Ameriprise Financial Experience September 2007 - July 2010
Job Large Enterprise Advisor Southwest
Industry Information Technology and Services
Experience
Workday January 2015 - Present
Kenandy, Inc. February 2014 - January 2015
Cerner Corporation July 2012 - February 2014
Oracle July 2010 - July 2012
Ameriprise Financial September 2007 - July 2010
ING May 2007 - September 2007
Skills
PeopleSoft, Healthcare Information..., New Business Development, Strategy, Healthcare, Sales & Marketing..., SaaS, Clinical Software, Hospitals, EMR, Sales, Oracle Peoplesoft, Selling, Leadership, Sales Management, Contract Negotiation, Cloud Computing
Education
University of Colorado at Denver
Metropolitan State University
BA, Management Information Systems
Workday January 2015 - Present
Kenandy, Inc. February 2014 - January 2015
Cerner Corporation July 2012 - February 2014
Oracle July 2010 - July 2012
Ameriprise Financial September 2007 - July 2010
ING May 2007 - September 2007
Skills
PeopleSoft, Healthcare Information..., New Business Development, Strategy, Healthcare, Sales & Marketing..., SaaS, Clinical Software, Hospitals, EMR, Sales, Oracle Peoplesoft, Selling, Leadership, Sales Management, Contract Negotiation, Cloud Computing
Education
University of Colorado at Denver
Metropolitan State University
BA, Management Information Systems
Brian Abernathy Brian Abernathy's Ameriprise Financial Experience August 2007 - August 2008
Job Sr Sales Engineer at Zuora
Industry Computer Software
Experience
Zuora October 2014 - Present
IBM May 2012 - October 2014
IBM October 2010 - August 2012
CSM Corporation August 2008 - September 2010
Ameriprise Financial August 2007 - August 2008
RBC - Global Asset Management July 2004 - August 2007
Skills
TM1, Project Management, Microsoft Excel, Cognos, Financial Modeling, Financial Analysis, Forecasting, Essbase, Business Analytics, Business Intelligence, Business Analysis, Strategic Financial..., Asset Managment, Financial Reporting, Investments, Process Improvement, Finance, Analytics, Strategic Planning, Cash Flow, Business Process..., Project Planning, Budgets, Strategy, Business Process, Analysis
Education
University of St. Thomas - Opus College of Business 2006 — 2008
MBA, Finance, Risk Management, International Finance
Metropolitan State University 2001 — 2004
Bachelor of Science (BS), Finance
Zuora October 2014 - Present
IBM May 2012 - October 2014
IBM October 2010 - August 2012
CSM Corporation August 2008 - September 2010
Ameriprise Financial August 2007 - August 2008
RBC - Global Asset Management July 2004 - August 2007
Skills
TM1, Project Management, Microsoft Excel, Cognos, Financial Modeling, Financial Analysis, Forecasting, Essbase, Business Analytics, Business Intelligence, Business Analysis, Strategic Financial..., Asset Managment, Financial Reporting, Investments, Process Improvement, Finance, Analytics, Strategic Planning, Cash Flow, Business Process..., Project Planning, Budgets, Strategy, Business Process, Analysis
Education
University of St. Thomas - Opus College of Business 2006 — 2008
MBA, Finance, Risk Management, International Finance
Metropolitan State University 2001 — 2004
Bachelor of Science (BS), Finance
Bret Mangrich Bret Mangrich's Ameriprise Financial Experience 2005 - 2007
Job Account Manager at IPA
Industry Medical Devices
Experience
( IPA )™ INNOVATION + PASSION + AUTOMATION January 2015 - Present
Assurance Brokers April 2007 - January 2015
MetLife Financial Services January 2008 - October 2011
Ameriprise Financial 2005 - 2007
Skills
Series 7, Insurance, Risk Management, Disability Insurance, FINRA, Commercial Insurance, Life Insurance, Small Business, Underwriting, General Insurance, Property & Casualty..., Uniform Combined State..., Casualty, Liability, Term Life Insurance, Wealth, Account Management, Legal Liability, Management, Umbrella Insurance, Cold Calling, Financial Services, Surety Bonds, New Business Development, Series 63, Building Relationships, Retirement, Selling, Sales Presentations, Relationship Management, Sales, Customer Service, Brokers, Professional Liability, Customer Retention, Sales Management, Direct Sales, Sales Process
Education
Marquette University 2001 — 2005
Bachelor's Degree, Marketing & Finanace
DeSmet Jesuit High School 1997 — 2001
( IPA )™ INNOVATION + PASSION + AUTOMATION January 2015 - Present
Assurance Brokers April 2007 - January 2015
MetLife Financial Services January 2008 - October 2011
Ameriprise Financial 2005 - 2007
Skills
Series 7, Insurance, Risk Management, Disability Insurance, FINRA, Commercial Insurance, Life Insurance, Small Business, Underwriting, General Insurance, Property & Casualty..., Uniform Combined State..., Casualty, Liability, Term Life Insurance, Wealth, Account Management, Legal Liability, Management, Umbrella Insurance, Cold Calling, Financial Services, Surety Bonds, New Business Development, Series 63, Building Relationships, Retirement, Selling, Sales Presentations, Relationship Management, Sales, Customer Service, Brokers, Professional Liability, Customer Retention, Sales Management, Direct Sales, Sales Process
Education
Marquette University 2001 — 2005
Bachelor's Degree, Marketing & Finanace
DeSmet Jesuit High School 1997 — 2001
Nicholas Rotella's Ameriprise Financial Experience October 2010 - September 2014
Job Student at Messiah College
Industry Computer Software
Experience
Ameriprise Financial October 2010 - September 2014
Skills
Paraplanning, Client Correspondence, Communication, Presentation Skills, Organization Skills, Learn New Software..., Employee Training, IT Operations, Data Entry
Education
Messiah College 2013 — 2017
Business Administration and Management, General
Indian Hills High School 2009 — 2013
Ameriprise Financial October 2010 - September 2014
Skills
Paraplanning, Client Correspondence, Communication, Presentation Skills, Organization Skills, Learn New Software..., Employee Training, IT Operations, Data Entry
Education
Messiah College 2013 — 2017
Business Administration and Management, General
Indian Hills High School 2009 — 2013
Carter Adler's Ameriprise Financial Experience February 2006 - May 2007
Job Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America December 2013 - Present
Mutual of America May 2007 - November 2013
Ypsilanti Community Band June 2008 - October 2009
Ameriprise Financial February 2006 - May 2007
TCF Bank October 2004 - 2005
TCF Bank July 2001 - October 2004
Skills
Analysis, Customer Service, Sales, Investments, Customer Retention, Retirement Planning, Customer Service..., Insurance, Financial Analysis, Process Improvement, Strategic Financial..., Customer Satisfaction, Management, Employee Benefits, Qualified Retirement..., Public Speaking, Leadership
Education
Michigan State University 2004 — 2005
MBA, Business Management
Michigan State University - The Eli Broad College of Business 2004 — 2005
MBA, Business Management
University of Kentucky 1996 — 2000
BA, Music
Mutual of America December 2013 - Present
Mutual of America May 2007 - November 2013
Ypsilanti Community Band June 2008 - October 2009
Ameriprise Financial February 2006 - May 2007
TCF Bank October 2004 - 2005
TCF Bank July 2001 - October 2004
Skills
Analysis, Customer Service, Sales, Investments, Customer Retention, Retirement Planning, Customer Service..., Insurance, Financial Analysis, Process Improvement, Strategic Financial..., Customer Satisfaction, Management, Employee Benefits, Qualified Retirement..., Public Speaking, Leadership
Education
Michigan State University 2004 — 2005
MBA, Business Management
Michigan State University - The Eli Broad College of Business 2004 — 2005
MBA, Business Management
University of Kentucky 1996 — 2000
BA, Music
Candy Alstadt's Ameriprise Financial Experience December 2007 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial December 2007 - Present
NOVON Consulting June 2005 - December 2007
Wells Fargo 2007 - 2007
Wells Fargo Home Mortgage April 2003 - May 2005
Prudential Financial June 1996 - 2003
Northwestern Mutual Life July 1995 - December 1995
Prudential Life Insurance August 1985 - May 1994
Skills
Process Improvement, CRM, Project Management, Business Analysis, Test Planning, User Acceptance Testing, End User Training, Use Case Analysis, Visio, Operations Management, Solution Implementation, Financial Services, Cost Benefit, Management, Software Documentation, Business Requirements, Finance, Business Process, Leadership
Education
Metropolitan State University 1990 — 1995
Bachelor of Science
Ameriprise Financial December 2007 - Present
NOVON Consulting June 2005 - December 2007
Wells Fargo 2007 - 2007
Wells Fargo Home Mortgage April 2003 - May 2005
Prudential Financial June 1996 - 2003
Northwestern Mutual Life July 1995 - December 1995
Prudential Life Insurance August 1985 - May 1994
Skills
Process Improvement, CRM, Project Management, Business Analysis, Test Planning, User Acceptance Testing, End User Training, Use Case Analysis, Visio, Operations Management, Solution Implementation, Financial Services, Cost Benefit, Management, Software Documentation, Business Requirements, Finance, Business Process, Leadership
Education
Metropolitan State University 1990 — 1995
Bachelor of Science
Laurie Larson, PMP's Ameriprise Financial Experience September 2006 - July 2007
Job IT Release Manager at UnitedHealth Group
Industry Computer Software
Experience
UnitedHealth Group December 2013 - Present
Wells Fargo 2013 - 2013
Blue Cross Blue Shield of Minnesota March 2011 - January 2012
Blue Cross Blue Shield of Minnesota January 2009 - March 2011
AllianzLife December 2007 - June 2008
TEKsystems 2007 - 2008
Ameriprise Financial September 2006 - July 2007
Weatherly Consulting 2006 - 2007
St. Paul Travelers January 2000 - May 2006
Skills
Business Analysis, Requirements Analysis, Project Portfolio..., Process Improvement, Software Project..., Change Management, Program Management, Project Management, Business Requirements, User Acceptance Testing, SDLC, Requirements Gathering, MS Project, IT Service Management, Software Documentation, Databases, Cross-functional Team..., Testing, Business Process, Data Warehousing, Quality Assurance
Education
Metropolitan State University 1997 — 2000
Bachelor of Science (BS), Management
North Central Technical College
Associate Degree, Data Processing
UnitedHealth Group December 2013 - Present
Wells Fargo 2013 - 2013
Blue Cross Blue Shield of Minnesota March 2011 - January 2012
Blue Cross Blue Shield of Minnesota January 2009 - March 2011
AllianzLife December 2007 - June 2008
TEKsystems 2007 - 2008
Ameriprise Financial September 2006 - July 2007
Weatherly Consulting 2006 - 2007
St. Paul Travelers January 2000 - May 2006
Skills
Business Analysis, Requirements Analysis, Project Portfolio..., Process Improvement, Software Project..., Change Management, Program Management, Project Management, Business Requirements, User Acceptance Testing, SDLC, Requirements Gathering, MS Project, IT Service Management, Software Documentation, Databases, Cross-functional Team..., Testing, Business Process, Data Warehousing, Quality Assurance
Education
Metropolitan State University 1997 — 2000
Bachelor of Science (BS), Management
North Central Technical College
Associate Degree, Data Processing
Jerry Knoth's Ameriprise Financial Experience May 2007 - September 2007
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
Ameriprise February 2010 - January 2012
Ceridian March 2008 - September 2009
Ameriprise Financial May 2007 - September 2007
Ameriprise Finanancial August 2006 - April 2007
SDRC / Metaphase May 1999 - May 2006
CCI/TRIAD Automotive Recycling Division January 1997 - January 1999
Solvay Animal Health, Inc January 1994 - January 1997
TANO Automation, Inc January 1986 - November 1994
Skills
Software Documentation, IT Operations
Education
Metropolitan State University
Master of Business Administration (MBA), Information Technology
Metropolitan State University
Master of Business Administration, Information Technology specialization
Purdue University
Purdue University
Bachelor of Science, Computer Science
Ameriprise February 2010 - January 2012
Ceridian March 2008 - September 2009
Ameriprise Financial May 2007 - September 2007
Ameriprise Finanancial August 2006 - April 2007
SDRC / Metaphase May 1999 - May 2006
CCI/TRIAD Automotive Recycling Division January 1997 - January 1999
Solvay Animal Health, Inc January 1994 - January 1997
TANO Automation, Inc January 1986 - November 1994
Skills
Software Documentation, IT Operations
Education
Metropolitan State University
Master of Business Administration (MBA), Information Technology
Metropolitan State University
Master of Business Administration, Information Technology specialization
Purdue University
Purdue University
Bachelor of Science, Computer Science
Benson Lau's Ameriprise Financial Experience January 2008 - December 2008
Job Litigation, Business and Entertainment Attorney at Ingber & Associates, A Professional Law Corporation
Industry Legal Services
Experience
Ingber & Associates, A Professional Law Corporation August 2012 - Present
Ameriprise Financial January 2008 - December 2008
Skills
Wealth Management, Stock Market, Options Strategies, Competition Law, Employment Law, Facebook, Management, Retirement Planning, Finance, Series 7, Corporate Law, Options
Education
Hofstra University School of Law 2010 — 2012
Juris Doctorate
University of Southern California 2005 — 2007
Bachelor of Arts (B.A.), English
Ingber & Associates, A Professional Law Corporation August 2012 - Present
Ameriprise Financial January 2008 - December 2008
Skills
Wealth Management, Stock Market, Options Strategies, Competition Law, Employment Law, Facebook, Management, Retirement Planning, Finance, Series 7, Corporate Law, Options
Education
Hofstra University School of Law 2010 — 2012
Juris Doctorate
University of Southern California 2005 — 2007
Bachelor of Arts (B.A.), English
Janet Ringer's Ameriprise Financial Experience October 2010 - November 2013
Job Experience Procurement and Legal Professional interested in contract or temp positions
Industry Legal Services
Experience
Ameriprise Financial October 2010 - November 2013
Residental Capital Company, LLC dba GMAC ResCap September 2007 - December 2009
GMAC ResCap May 2000 - September 2007
United Healthcare March 1993 - March 2000
Skills
Quality Control, Human Resources, Supply Management, Sourcing, Management, Contract Negotiation, Negotiation, Outsourcing, Procurement, Vendor Management, Contract Management, Team Building
Education
Metropolitan State University
Business Administration
Normandale Community College
Business Administration
University of Minnesota-Twin Cities
Ameriprise Financial October 2010 - November 2013
Residental Capital Company, LLC dba GMAC ResCap September 2007 - December 2009
GMAC ResCap May 2000 - September 2007
United Healthcare March 1993 - March 2000
Skills
Quality Control, Human Resources, Supply Management, Sourcing, Management, Contract Negotiation, Negotiation, Outsourcing, Procurement, Vendor Management, Contract Management, Team Building
Education
Metropolitan State University
Business Administration
Normandale Community College
Business Administration
University of Minnesota-Twin Cities
Sandi Van Tassel's Ameriprise Financial Experience March 2006 - Present
Job Director Technologies at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2006 - Present
Ameriprise Financial January 1988 - February 2006
American Express 2000 - 2005
Ameriprise Financial January 1984 - January 1988
Skills
SDLC, PMO, Vendor Management, Project Portfolio..., PMP, Business Analysis, IT Strategy, Program Management, Process Improvement, Resource Management, Software Project..., Financial Services, Risk Management, Requirements Gathering, Change Management, Requirements Analysis, CMMI, Project Management, Business Process..., Business Requirements, Security, Visio, Business Process, Business Intelligence, Integration
Education
Metropolitan State University 1986 — 1989
BA
Ameriprise Financial March 2006 - Present
Ameriprise Financial January 1988 - February 2006
American Express 2000 - 2005
Ameriprise Financial January 1984 - January 1988
Skills
SDLC, PMO, Vendor Management, Project Portfolio..., PMP, Business Analysis, IT Strategy, Program Management, Process Improvement, Resource Management, Software Project..., Financial Services, Risk Management, Requirements Gathering, Change Management, Requirements Analysis, CMMI, Project Management, Business Process..., Business Requirements, Security, Visio, Business Process, Business Intelligence, Integration
Education
Metropolitan State University 1986 — 1989
BA
Dan Sturges CFP®'s Ameriprise Financial Experience October 2009 - February 2014
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Ameriprise Financial October 2009 - February 2014
Ameriprise Financial May 2007 - October 2009
H&R Block Financial Advisors November 1999 - May 2007
Skills
Personal Financial..., Retirement Planning, Investments, Long Term Care Insurance, Fixed Income, Tax Free Income
Education
Oglethorpe University 2001 — 2002
Certified Financial Planner
Miami University 1994 — 1998
Bachelor’s Degree
Wells Fargo Advisors February 2014 - Present
Ameriprise Financial October 2009 - February 2014
Ameriprise Financial May 2007 - October 2009
H&R Block Financial Advisors November 1999 - May 2007
Skills
Personal Financial..., Retirement Planning, Investments, Long Term Care Insurance, Fixed Income, Tax Free Income
Education
Oglethorpe University 2001 — 2002
Certified Financial Planner
Miami University 1994 — 1998
Bachelor’s Degree
Greg Vallee's Ameriprise Financial Experience September 2007 - June 2009
Job Vice President at CCO Investments
Industry Investment Management
Experience
CCO Investments April 2011 - Present
Waddell & Reed September 2009 - April 2011
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial Services, Inc. September 2004 - September 2007
Ameriprise Financial Services, Inc. December 2002 - September 2004
Massachusetts Army National Guard 1994 - 2001
Skills
Leadership, Social Networking, Retirement Planning, Strategic Financial..., Management, Series 7, Investments, Insurance, Financial Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
CCO Investments April 2011 - Present
Waddell & Reed September 2009 - April 2011
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial Services, Inc. September 2004 - September 2007
Ameriprise Financial Services, Inc. December 2002 - September 2004
Massachusetts Army National Guard 1994 - 2001
Skills
Leadership, Social Networking, Retirement Planning, Strategic Financial..., Management, Series 7, Investments, Insurance, Financial Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bernadette Fine's Ameriprise Financial Experience September 2007 - December 2007
Job Consultant
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. September 2008 - Present
Comprehensive Software Systems February 2008 - September 2008
Ameriprise Financial September 2007 - December 2007
Matrix Settlement and Clearing Services January 2007 - August 2007
Charles Schwab July 2005 - December 2006
Fifth Third Securities August 2004 - April 2005
Access International Financial Services June 2001 - April 2003
Fiserv Correspondent Services, Inc January 2001 - June 2001
Wall Street Concepts December 1999 - January 2001
Broadridge (formerly ADP/SIS) August 1996 - December 1999
Skills
Securities, Corporate Actions, Financial Services, Mutual Funds, Asset Management, Fixed Income, Equities, Back Office, Portfolio Management, Banking, Options, Investments, Quality Assurance, Business Analysis, Asset Managment, PMO, Requirements Analysis, Requirements Gathering, Business Requirements, Project Management, Software Development, Software Project..., Software Documentation, Regulatory Requirements, Regression Testing, User Acceptance Testing, Agile & Waterfall..., Broker-Dealer, SDLC
Education
Marquette University 1984 — 1988
BS - Business Administration, Specialization in Finance
Financial Industry Technical Services, Inc. September 2008 - Present
Comprehensive Software Systems February 2008 - September 2008
Ameriprise Financial September 2007 - December 2007
Matrix Settlement and Clearing Services January 2007 - August 2007
Charles Schwab July 2005 - December 2006
Fifth Third Securities August 2004 - April 2005
Access International Financial Services June 2001 - April 2003
Fiserv Correspondent Services, Inc January 2001 - June 2001
Wall Street Concepts December 1999 - January 2001
Broadridge (formerly ADP/SIS) August 1996 - December 1999
Skills
Securities, Corporate Actions, Financial Services, Mutual Funds, Asset Management, Fixed Income, Equities, Back Office, Portfolio Management, Banking, Options, Investments, Quality Assurance, Business Analysis, Asset Managment, PMO, Requirements Analysis, Requirements Gathering, Business Requirements, Project Management, Software Development, Software Project..., Software Documentation, Regulatory Requirements, Regression Testing, User Acceptance Testing, Agile & Waterfall..., Broker-Dealer, SDLC
Education
Marquette University 1984 — 1988
BS - Business Administration, Specialization in Finance
Denise Erickson, SPHR's Ameriprise Financial Experience 2006 - 2009
Job
Industry Human Resources
Experience
SICK, Inc. 2012 - 2013
Self employed 2010 - 2013
Nath Companies November 2011 - October 2012
Margaret A. Cargill Philanthropies June 2011 - November 2011
State of MN April 2011 - August 2011
The Dolan company August 2009 - October 2010
Hospice of the Twin Cities 2009 - 2010
Hospice of the Twin Cities 2008 - 2009
Ameriprise Financial 2006 - 2009
US Bank 2004 - 2006
Skills
Employee Relations, Benefits, HRIS, Employment Law, HR Policies, Performance Management, Employee Benefits, Workforce Planning, Human Resources, Organizational..., Talent Management, Talent Acquisition, Deferred Compensation, Recruiting, New Hire Orientations, FMLA, Onboarding, Employee Training, Coaching, Leadership, College Recruiting, Temporary Placement, Applicant Tracking..., Technical Recruiting, Benefits Administration, Job Descriptions, Personnel Management, Leadership Development, Employee Engagement, Interviews, Management, Organizational Design, Employer Branding, HR Consulting, Training, Succession Planning, Labor Relations, Hiring, Internet Recruiting
Education
Brady High School
College prep
Metropolitan State University
B.A., Human Resources Management
SICK, Inc. 2012 - 2013
Self employed 2010 - 2013
Nath Companies November 2011 - October 2012
Margaret A. Cargill Philanthropies June 2011 - November 2011
State of MN April 2011 - August 2011
The Dolan company August 2009 - October 2010
Hospice of the Twin Cities 2009 - 2010
Hospice of the Twin Cities 2008 - 2009
Ameriprise Financial 2006 - 2009
US Bank 2004 - 2006
Skills
Employee Relations, Benefits, HRIS, Employment Law, HR Policies, Performance Management, Employee Benefits, Workforce Planning, Human Resources, Organizational..., Talent Management, Talent Acquisition, Deferred Compensation, Recruiting, New Hire Orientations, FMLA, Onboarding, Employee Training, Coaching, Leadership, College Recruiting, Temporary Placement, Applicant Tracking..., Technical Recruiting, Benefits Administration, Job Descriptions, Personnel Management, Leadership Development, Employee Engagement, Interviews, Management, Organizational Design, Employer Branding, HR Consulting, Training, Succession Planning, Labor Relations, Hiring, Internet Recruiting
Education
Brady High School
College prep
Metropolitan State University
B.A., Human Resources Management
Aaron Benson's Ameriprise Financial Experience 2002 - 2008
Job Finance Manager Domestic FP&A
Industry Retail
Experience
Best Buy July 2015 - Present
Best Buy November 2013 - July 2015
Fairview Health Services January 2012 - November 2013
SUPERVALU 2011 - 2012
SUPERVALU 2008 - 2011
Ameriprise Financial 2002 - 2008
Skills
Finance, Accounting, Essbase, Variance Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, PeopleSoft, General Ledger, Account Reconciliation, QlikView, Valuation, Capital Budgeting, Decision Analysis, Balance Sheet, Cash Flow, Corporate FP&A, Annual Planning, Long Range Planning, Investments, Fixed Assets, Presentations, Sales Analysis, Financial Statement..., Corporate Finance, Data Analysis, Operating Budgets, Bank Reconciliation, Proformas, Budgets
Education
University of Saint Thomas - School of Business
MBA, Finance
Metropolitan State University
B.S., Accounting
Best Buy July 2015 - Present
Best Buy November 2013 - July 2015
Fairview Health Services January 2012 - November 2013
SUPERVALU 2011 - 2012
SUPERVALU 2008 - 2011
Ameriprise Financial 2002 - 2008
Skills
Finance, Accounting, Essbase, Variance Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, PeopleSoft, General Ledger, Account Reconciliation, QlikView, Valuation, Capital Budgeting, Decision Analysis, Balance Sheet, Cash Flow, Corporate FP&A, Annual Planning, Long Range Planning, Investments, Fixed Assets, Presentations, Sales Analysis, Financial Statement..., Corporate Finance, Data Analysis, Operating Budgets, Bank Reconciliation, Proformas, Budgets
Education
University of Saint Thomas - School of Business
MBA, Finance
Metropolitan State University
B.S., Accounting
Elena Bates's Ameriprise Financial Experience 2000 - March 2006
Job Technical Project Manager, GOPM at American Express
Industry Financial Services
Experience
American Express September 2011 - Present
Elena Bates & Associates, LLC February 2010 - September 2011
MoneyGram International April 2007 - February 2010
Ameriprise Financial 2000 - March 2006
Ameriprise Financial 1985 - 2000
Skills
Project Management, Vendor Management, SDLC, Integration
Education
Normandale Community College 2009 — 2009
Certification, SCRUM Master
Villanova University
IS/IT Project Management Master Certificate
Bismarck State University
Data Processing
Metropolitan State University
Business Administration, Psychology
American Express September 2011 - Present
Elena Bates & Associates, LLC February 2010 - September 2011
MoneyGram International April 2007 - February 2010
Ameriprise Financial 2000 - March 2006
Ameriprise Financial 1985 - 2000
Skills
Project Management, Vendor Management, SDLC, Integration
Education
Normandale Community College 2009 — 2009
Certification, SCRUM Master
Villanova University
IS/IT Project Management Master Certificate
Bismarck State University
Data Processing
Metropolitan State University
Business Administration, Psychology
Vickie Selep's Ameriprise Financial Experience 2006 - 2007
Job Consultant: Solutions Architect at Prime Therapeutics
Industry Information Technology and Services
Experience
Mindful Computing, Inc (Independent Consultant) January 2000 - Present
Prime Therapeutics May 2011 - August 2013
St. Jude Medical January 2011 - April 2011
Carlson Companies 2009 - December 2010
Travel Acquisitions Group 2008 - 2009
St. Mary's University 2000 - 2009
Travel Aquistion Holdings, LLC (Formerly Carlson Liesure Group) 2008 - 2008
Ameriprise Financial 2006 - 2007
GMAC-RFC 2004 - 2006
BNSF Railway 1987 - 1993
Skills
Business Analysis, SDLC, Enterprise Architecture, Visio, Process Improvement, SharePoint, Solution Architecture, Database Design, Project Management, Project Planning, Databases, SQL, Agile Methodologies, Analysis, Requirements Analysis, Disaster Recovery, IT Strategy, IT Management, Integration
Education
Saint Mary's University of Minnesota 2002 — 2012
Instructor, IT
Marquette University 1974 — 1977
BSEE, Computers, Systems
University of Minnesota-Twin Cities
MBA, MLS, Business Admin, Liberal Studies
Mindful Computing, Inc (Independent Consultant) January 2000 - Present
Prime Therapeutics May 2011 - August 2013
St. Jude Medical January 2011 - April 2011
Carlson Companies 2009 - December 2010
Travel Acquisitions Group 2008 - 2009
St. Mary's University 2000 - 2009
Travel Aquistion Holdings, LLC (Formerly Carlson Liesure Group) 2008 - 2008
Ameriprise Financial 2006 - 2007
GMAC-RFC 2004 - 2006
BNSF Railway 1987 - 1993
Skills
Business Analysis, SDLC, Enterprise Architecture, Visio, Process Improvement, SharePoint, Solution Architecture, Database Design, Project Management, Project Planning, Databases, SQL, Agile Methodologies, Analysis, Requirements Analysis, Disaster Recovery, IT Strategy, IT Management, Integration
Education
Saint Mary's University of Minnesota 2002 — 2012
Instructor, IT
Marquette University 1974 — 1977
BSEE, Computers, Systems
University of Minnesota-Twin Cities
MBA, MLS, Business Admin, Liberal Studies
Colin Creegan's Ameriprise Financial Experience April 2008 - January 2011
Job Fixed Income Trader Mortgages at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Ameriprise Financial April 2008 - January 2011
Edward Jones September 2007 - April 2008
Ameriprise Financial June 2006 - September 2007
Education
Marquette University 1997 — 2001
Business, Finanace and Marketing
eagan highschool
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Ameriprise Financial April 2008 - January 2011
Edward Jones September 2007 - April 2008
Ameriprise Financial June 2006 - September 2007
Education
Marquette University 1997 — 2001
Business, Finanace and Marketing
eagan highschool
Yulia Andreyevskaya, CFP ®'s Ameriprise Financial Experience February 2007 - April 2009
Job Regional Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise Financial February 2007 - April 2009
Bonum Design, Inc. February 2003 - March 2007
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Wealth Management, Asset Allocation
Education
Metropolitan State University 2002 — 2004
BA, International Business
Volgograd State University 1998 — 2001
Linguistics, German Philology
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise Financial February 2007 - April 2009
Bonum Design, Inc. February 2003 - March 2007
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Wealth Management, Asset Allocation
Education
Metropolitan State University 2002 — 2004
BA, International Business
Volgograd State University 1998 — 2001
Linguistics, German Philology
Joe Nery's Ameriprise Financial Experience November 2004 - December 2008
Job Business Systems Consultant at TEKsystems
Industry Financial Services
Experience
TEKsystems March 2015 - Present
TEKsystems January 2015 - March 2015
Signature Consultants April 2014 - December 2014
Fulcrum Consulting August 2013 - November 2013
Fulcrum Consulting June 2012 - June 2013
TEKsystems December 2009 - April 2012
Ameriprise Financial November 2004 - December 2008
American Express Financial Advisors January 2003 - November 2004
American Express Financial Advisors December 1999 - January 2003
American Express March 1999 - December 1999
Skills
Workshop Facilitation, Business Analysis, Requirements Analysis, Project Management, Business Intelligence, Process Improvement, Requirements Gathering, Banking, Financial Services, Management, Leadership, SQL, Quality Assurance, Mutual Funds, Training, Software Documentation, SDLC, Enterprise Software, User Acceptance Testing, Business Process..., Business Requirements, Business Process, Visio, Project Portfolio...
Education
Marquette University 1993 — 1995
MBA, General Management
Marquette University 1985 — 1990
B.S., Major: Biomedical Engineering, Minor: Math, Bus. Adm.
TEKsystems March 2015 - Present
TEKsystems January 2015 - March 2015
Signature Consultants April 2014 - December 2014
Fulcrum Consulting August 2013 - November 2013
Fulcrum Consulting June 2012 - June 2013
TEKsystems December 2009 - April 2012
Ameriprise Financial November 2004 - December 2008
American Express Financial Advisors January 2003 - November 2004
American Express Financial Advisors December 1999 - January 2003
American Express March 1999 - December 1999
Skills
Workshop Facilitation, Business Analysis, Requirements Analysis, Project Management, Business Intelligence, Process Improvement, Requirements Gathering, Banking, Financial Services, Management, Leadership, SQL, Quality Assurance, Mutual Funds, Training, Software Documentation, SDLC, Enterprise Software, User Acceptance Testing, Business Process..., Business Requirements, Business Process, Visio, Project Portfolio...
Education
Marquette University 1993 — 1995
MBA, General Management
Marquette University 1985 — 1990
B.S., Major: Biomedical Engineering, Minor: Math, Bus. Adm.
Bill Mulry's Ameriprise Financial Experience June 2003 - April 2007
Job Certified Public Accountant
Industry Accounting
Experience
John A. Knutson & Co. PLLP July 2008 - October 2013
ING April 2008 - June 2008
Ameriprise Financial June 2003 - April 2007
Ameriprise Financial Services, Inc. January 2000 - June 2003
Ameriprise Financial Services, Inc. November 1997 - January 2000
Skills
Accounting, Tax, CPA
Education
Metropolitan State University 2006 — 2008
Bachelor's degree, Accounting
University of Minnesota-Twin Cities 1995 — 1997
Master's degree, Industrial Relations
University of Minnesota-Twin Cities 1990 — 1994
Bachelor's degree, Genetics and Cell Biology
John A. Knutson & Co. PLLP July 2008 - October 2013
ING April 2008 - June 2008
Ameriprise Financial June 2003 - April 2007
Ameriprise Financial Services, Inc. January 2000 - June 2003
Ameriprise Financial Services, Inc. November 1997 - January 2000
Skills
Accounting, Tax, CPA
Education
Metropolitan State University 2006 — 2008
Bachelor's degree, Accounting
University of Minnesota-Twin Cities 1995 — 1997
Master's degree, Industrial Relations
University of Minnesota-Twin Cities 1990 — 1994
Bachelor's degree, Genetics and Cell Biology
Sara Weitzel's Ameriprise Financial Experience 2006 - Present
Job Delivery Manager at CDI IT Solutions
Industry Information Technology and Services
Experience
CDI IT Solutions April 2006 - Present
Ameriprise Financial 2006 - Present
CDI June 2005 - June 2006
CDI April 2004 - June 2005
Applied Card Systems June 1999 - April 2004
Skills
ITIL, Customer Satisfaction, Technical Support, Information Technology, IT Strategy, IT Service Management, Management, Disaster Recovery, IT Management, Outsourcing, Project Management, Leadership, Technical Recruiting, PMP, Team Leadership, Incident Management, Data Center, Integration, Call Centers, IT Outsourcing, Talent Acquisition, Team Building, Project Delivery, Service Delivery, Process Improvement, IT Operations, Service Management, Sla, Governance, Service Desk, Business Continuity, Team Management, Infrastructure, Help Desk Support, Resource Management, Professional Services, Strategy, Budgets, Business Analysis, CRM, Change Management, Customer Service, Program Management, Project Portfolio..., SDLC, Vendor Management
Education
Mountain State University 2006 — 2010
MSSL, Strategic Leadership
Marshall University 1999 — 2002
BS, Biology/Psychology
Glenville State College 1997 — 1999
Biology
Richwood High School 1991 — 1994
College Prep
CDI IT Solutions April 2006 - Present
Ameriprise Financial 2006 - Present
CDI June 2005 - June 2006
CDI April 2004 - June 2005
Applied Card Systems June 1999 - April 2004
Skills
ITIL, Customer Satisfaction, Technical Support, Information Technology, IT Strategy, IT Service Management, Management, Disaster Recovery, IT Management, Outsourcing, Project Management, Leadership, Technical Recruiting, PMP, Team Leadership, Incident Management, Data Center, Integration, Call Centers, IT Outsourcing, Talent Acquisition, Team Building, Project Delivery, Service Delivery, Process Improvement, IT Operations, Service Management, Sla, Governance, Service Desk, Business Continuity, Team Management, Infrastructure, Help Desk Support, Resource Management, Professional Services, Strategy, Budgets, Business Analysis, CRM, Change Management, Customer Service, Program Management, Project Portfolio..., SDLC, Vendor Management
Education
Mountain State University 2006 — 2010
MSSL, Strategic Leadership
Marshall University 1999 — 2002
BS, Biology/Psychology
Glenville State College 1997 — 1999
Biology
Richwood High School 1991 — 1994
College Prep
Amanda O'Neal's Ameriprise Financial Experience 2000 - 2007
Job Director of Underwriting at Greco Planning Group Inc.
Industry Insurance
Experience
The Greco Planning Group Inc. April 2007 - Present
Ameriprise Financial 2000 - 2007
Ameriprise Financial Services, Inc. 2000 - 2007
Education
Michigan State University 1997 — 1999
Wofford College 1993 — 1997
BS, Chemistry
The Greco Planning Group Inc. April 2007 - Present
Ameriprise Financial 2000 - 2007
Ameriprise Financial Services, Inc. 2000 - 2007
Education
Michigan State University 1997 — 1999
Wofford College 1993 — 1997
BS, Chemistry
Josh Bills's Ameriprise Financial Experience July 2011 - September 2012
Job "THE FOAM GUY" | Protective Packaging Expert | Creator of Powerful Sales Demo and Product Cases | Company Rep
Industry Packaging and Containers
Experience
Foam Fabricators of Minnesota September 2012 - Present
Ameriprise Financial July 2011 - September 2012
All-Pac, Inc. December 2007 - November 2009
Mohawk Moving & Storage 2006 - 2008
Barrett Moving & Storage LLC November 2002 - October 2005
Bally Total Fitness October 2001 - October 2002
Skills
Business Development, Sales Operations, Sales, Account Management, Customer Service, Supply Chain, Time Management, Purchasing, Manufacturing, New Business Development, Networking, Medical Devices, Product Development, Sales Management, Lead Generation, Cross-functional Team..., Cold Calling, Leadership
Education
Metropolitan State University 2001 — 2004
Business Administration and Management, General
North Hennepin Community College 2001 — 2004
AA Liberal Arts
Foam Fabricators of Minnesota September 2012 - Present
Ameriprise Financial July 2011 - September 2012
All-Pac, Inc. December 2007 - November 2009
Mohawk Moving & Storage 2006 - 2008
Barrett Moving & Storage LLC November 2002 - October 2005
Bally Total Fitness October 2001 - October 2002
Skills
Business Development, Sales Operations, Sales, Account Management, Customer Service, Supply Chain, Time Management, Purchasing, Manufacturing, New Business Development, Networking, Medical Devices, Product Development, Sales Management, Lead Generation, Cross-functional Team..., Cold Calling, Leadership
Education
Metropolitan State University 2001 — 2004
Business Administration and Management, General
North Hennepin Community College 2001 — 2004
AA Liberal Arts
Benjamin Miga's Ameriprise Financial Experience September 2007 - November 2007
Job Vice President at Lazard
Industry Financial Services
Experience
Lazard August 2013 - Present
TUDOR INVESTMENT CORPORATION November 2011 - July 2013
IBM July 2010 - November 2011
IBM February 2010 - July 2010
IBM September 2009 - February 2010
IBM June 2008 - September 2009
Sierra Capital Inc. January 2007 - February 2008
Marist College 2004 - 2008
Ameriprise Financial September 2007 - November 2007
Marcal Paper Mills Inc. June 2006 - January 2007
Skills
Capital Markets, Portfolio Management, Corporate Finance, Fixed Income, Investments, Forecasting, Cash Management, Trading, Financial Markets, Bloomberg, Financial Reporting, Microsoft Excel, Cognos, Asset Management, PowerPoint, Outlook, Financial Risk, Wall Street Systems, Essbase, Brio Query, Microsoft Office, SDM Pricing, Rational Portfolio..., Sage, Morningstar, Risk, Financial Analysis, Funding, Excel, Banking, Bonds, Asset Allocation, Reconciliation, Lotus Notes, Word, Analysis, Bloomberg Terminal, Treasury Management, Financial Modeling, Finance
Education
Marist College 2004 — 2008
Finance, Finance, Accounting, Business
Barrington High
Lazard August 2013 - Present
TUDOR INVESTMENT CORPORATION November 2011 - July 2013
IBM July 2010 - November 2011
IBM February 2010 - July 2010
IBM September 2009 - February 2010
IBM June 2008 - September 2009
Sierra Capital Inc. January 2007 - February 2008
Marist College 2004 - 2008
Ameriprise Financial September 2007 - November 2007
Marcal Paper Mills Inc. June 2006 - January 2007
Skills
Capital Markets, Portfolio Management, Corporate Finance, Fixed Income, Investments, Forecasting, Cash Management, Trading, Financial Markets, Bloomberg, Financial Reporting, Microsoft Excel, Cognos, Asset Management, PowerPoint, Outlook, Financial Risk, Wall Street Systems, Essbase, Brio Query, Microsoft Office, SDM Pricing, Rational Portfolio..., Sage, Morningstar, Risk, Financial Analysis, Funding, Excel, Banking, Bonds, Asset Allocation, Reconciliation, Lotus Notes, Word, Analysis, Bloomberg Terminal, Treasury Management, Financial Modeling, Finance
Education
Marist College 2004 — 2008
Finance, Finance, Accounting, Business
Barrington High
Patrick McGuire, CRPC, CLTC's Ameriprise Financial Experience November 2003 - July 2012
Job Financial Advisor at Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. July 2012 - Present
Ameriprise Financial November 2003 - July 2012
Ameriprise Financial Services, Inc. June 2006 - June 2009
Education
Miami University 1998 — 2003
Bachelor's, Political Science
Miami University 1998 — 2003
Ursuline High School 1994 — 1998
Vantage Financial Group, Inc. July 2012 - Present
Ameriprise Financial November 2003 - July 2012
Ameriprise Financial Services, Inc. June 2006 - June 2009
Education
Miami University 1998 — 2003
Bachelor's, Political Science
Miami University 1998 — 2003
Ursuline High School 1994 — 1998
liban gedi's Ameriprise Financial Experience September 2007 - Present
Job Business System Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2007 - Present
Ameriprise Bank, FSB 2007 - Present
Ameriprise Financial 2005 - 2007
American Express September 2002 - August 2005
American Express November 1999 - August 2002
Education
University of St. Thomas 2003 — 2006
MS, in Software System
Metropolitan State University
BS, Business Economics with Finance focus, Minor Mathematics
Ameriprise Financial September 2007 - Present
Ameriprise Bank, FSB 2007 - Present
Ameriprise Financial 2005 - 2007
American Express September 2002 - August 2005
American Express November 1999 - August 2002
Education
University of St. Thomas 2003 — 2006
MS, in Software System
Metropolitan State University
BS, Business Economics with Finance focus, Minor Mathematics
Diane Pettet's Ameriprise Financial Experience Senior Training ConsultantAmeriprise Financial Services, Inc.2008 - Present
Job Sr. Training Consultant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Senior Training ConsultantAmeriprise Financial Services, Inc.2008 - Present
Ameriprise 2007 - Present
Education
Metropolitan State University 1982 — 1988
Training and Development, Training
Ameriprise Financial Senior Training ConsultantAmeriprise Financial Services, Inc.2008 - Present
Ameriprise 2007 - Present
Education
Metropolitan State University 1982 — 1988
Training and Development, Training
Amy Scalise's Ameriprise Financial Experience 2007 - September 2011
Job Vice President Audience Communications Experience and Governance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial 2007 - September 2011
RBC 2004 - 2007
RBC 2002 - 2004
RBC Dain Rauscher Inc January 2000 - January 2002
RBC Dain Rauscher Inc January 1999 - January 2000
Skills
Strategic Communications, Marketing Strategy, Internal Communications, Strategy, Newsletters, Corporate Communications, Leadership
Education
Marquette University
BA, Writing Intensive English
University of Notre Dame
MFA, Creative Writing
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial 2007 - September 2011
RBC 2004 - 2007
RBC 2002 - 2004
RBC Dain Rauscher Inc January 2000 - January 2002
RBC Dain Rauscher Inc January 1999 - January 2000
Skills
Strategic Communications, Marketing Strategy, Internal Communications, Strategy, Newsletters, Corporate Communications, Leadership
Education
Marquette University
BA, Writing Intensive English
University of Notre Dame
MFA, Creative Writing
Edward Walton's Ameriprise Financial Experience October 2012 - Present
Job V.P. & Group Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2012 - Present
Ameriprise Financial January 2009 - October 2012
H&R Block Financial Advisors November 2006 - January 2009
Neal, Gerber & Eisenberg LLP June 2004 - November 2006
Kane & Fischer, Ltd. August 2001 - June 2004
Prudential Securities 1999 - 2000
Education
The John Marshall Law School 1996 — 1999
JD
Michigan State University 1992 — 1996
BA, Management
Ameriprise Financial October 2012 - Present
Ameriprise Financial January 2009 - October 2012
H&R Block Financial Advisors November 2006 - January 2009
Neal, Gerber & Eisenberg LLP June 2004 - November 2006
Kane & Fischer, Ltd. August 2001 - June 2004
Prudential Securities 1999 - 2000
Education
The John Marshall Law School 1996 — 1999
JD
Michigan State University 1992 — 1996
BA, Management
Laura Guischard's Ameriprise Financial Experience February 2007 - September 2008
Job Enterprise Facilitator, Retail Bank Programs at PNC
Industry Professional Training & Coaching
Experience
PNC March 2014 - Present
PNC Bank January 2009 - February 2014
Ameriprise Financial February 2007 - September 2008
Ameriprise Financial Advisors 2005 - 2007
Chancellor High School 2003 - 2005
Skills
Training, Marketing, Program Management, Leadership Development, Leadership, CRM, Employee Training, Human Resources, Management, Needs Analysis, Onboarding, Team Building, Budgets, Recruiting, Coaching, Public Speaking
Education
University of Maryland Baltimore County 2013 — 2015
M.P.S. Industrial/Organizational Psychology
Messiah College 1998 — 2002
BA, French w/ K-12 Teaching Certification
Université Marc Bloch (Strasbourg II) 2000 — 2001
PNC March 2014 - Present
PNC Bank January 2009 - February 2014
Ameriprise Financial February 2007 - September 2008
Ameriprise Financial Advisors 2005 - 2007
Chancellor High School 2003 - 2005
Skills
Training, Marketing, Program Management, Leadership Development, Leadership, CRM, Employee Training, Human Resources, Management, Needs Analysis, Onboarding, Team Building, Budgets, Recruiting, Coaching, Public Speaking
Education
University of Maryland Baltimore County 2013 — 2015
M.P.S. Industrial/Organizational Psychology
Messiah College 1998 — 2002
BA, French w/ K-12 Teaching Certification
Université Marc Bloch (Strasbourg II) 2000 — 2001
Bruce Work, CFP, CMFC's Ameriprise Financial Experience 1981 - Present
Job Fin Adv at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1981 - Present
Education
Mercer University
Bachelor of Arts, Business Administration
Ameriprise Financial 1981 - Present
Education
Mercer University
Bachelor of Arts, Business Administration
Barbara Janey's Ameriprise Financial Experience June 2002 - April 2007
Job Student
Industry Marketing and Advertising
Experience
PricewaterhouseCoopers LLP March 2010 - July 2010
Express October 2004 - May 2010
Elire, Inc. August 2007 - September 2008
Ameriprise Financial June 2002 - April 2007
Robert Half Finance & Accounting July 2001 - June 2002
National Car Rental June 1999 - June 2000
Education
Metropolitan State University 2009 — 2011
BS, Accounting
Metropolitan State University 2001 — 2002
Bachelors, Marketing Management
PricewaterhouseCoopers LLP March 2010 - July 2010
Express October 2004 - May 2010
Elire, Inc. August 2007 - September 2008
Ameriprise Financial June 2002 - April 2007
Robert Half Finance & Accounting July 2001 - June 2002
National Car Rental June 1999 - June 2000
Education
Metropolitan State University 2009 — 2011
BS, Accounting
Metropolitan State University 2001 — 2002
Bachelors, Marketing Management
Vikki Stolp's Ameriprise Financial Experience
Job Sr. Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial
Skills
Business Analysis, Requirements Gathering, SDLC, Business Requirements, Financial Services, Mutual Funds, Securities, Portfolio Management, Investments, Risk Management
Education
Metropolitan State University
Bachelor of Applied Science (B.A.Sc.), Human Resources Management and Services
North Hennepin Community College
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
Ameriprise Financial
Skills
Business Analysis, Requirements Gathering, SDLC, Business Requirements, Financial Services, Mutual Funds, Securities, Portfolio Management, Investments, Risk Management
Education
Metropolitan State University
Bachelor of Applied Science (B.A.Sc.), Human Resources Management and Services
North Hennepin Community College
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
John Weidell's Ameriprise Financial Experience January 2005 - June 2013
Job QC Chemist at Interplastic Corporation
Industry Financial Services
Experience
Interplastic Corporation June 2013 - Present
PCTC November 2004 - Present
Ameriprise Financial January 2005 - June 2013
US Army Reserve 1985 - 2006
Part Three now Pace April 1998 - January 2003
Loes Enterprises March 1997 - July 1997
Wendt Laboratories now Bell Pharmaceuticals June 1992 - May 1996
Skills
Sop, FDA, GMP, HPLC, UV/Vis, Laboratory
Education
Metropolitan State University 1999 — 2004
MBA
University of St. Thomas 1986 — 1990
Chemistry, Chemistry, History
Interplastic Corporation June 2013 - Present
PCTC November 2004 - Present
Ameriprise Financial January 2005 - June 2013
US Army Reserve 1985 - 2006
Part Three now Pace April 1998 - January 2003
Loes Enterprises March 1997 - July 1997
Wendt Laboratories now Bell Pharmaceuticals June 1992 - May 1996
Skills
Sop, FDA, GMP, HPLC, UV/Vis, Laboratory
Education
Metropolitan State University 1999 — 2004
MBA
University of St. Thomas 1986 — 1990
Chemistry, Chemistry, History
Doug Barnard's Ameriprise Financial Experience January 2006 - March 2009
Job Former VP, Divisional Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2006 - March 2009
H&R Block Financial Advisors November 1999 - November 2008
Olde Financial Services January 1992 - November 1999
Skills
Leadership, Strategic Financial..., Series 7, Series 63, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Investment Advisory, Wealth Management, Recruiting, Sales Organization..., Coaching, Training, Management Development, Bonds, Alternative Investments, Securities, Finance, Estate Planning, Retirement, Management, Mergers & Acquisitions, Fixed Annuities, Asset Management, Portfolio Management, Insurance, Long-term Care, Strategic Planning, Risk Management, Fixed Income
Education
Michigan State University
Bachelor of Arts, Financial Administration
Wharton School, University of Pennsylvania - Executive Leadership Development Program
Ameriprise Financial January 2006 - March 2009
H&R Block Financial Advisors November 1999 - November 2008
Olde Financial Services January 1992 - November 1999
Skills
Leadership, Strategic Financial..., Series 7, Series 63, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Investment Advisory, Wealth Management, Recruiting, Sales Organization..., Coaching, Training, Management Development, Bonds, Alternative Investments, Securities, Finance, Estate Planning, Retirement, Management, Mergers & Acquisitions, Fixed Annuities, Asset Management, Portfolio Management, Insurance, Long-term Care, Strategic Planning, Risk Management, Fixed Income
Education
Michigan State University
Bachelor of Arts, Financial Administration
Wharton School, University of Pennsylvania - Executive Leadership Development Program
Theresa Lendway's Ameriprise Financial Experience January 2000 - January 2006
Job Office Manager with Stone Arch Private Wealth, a private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Stone Arch Prive Wealth May 2013 - Present
Wells Fargo - IRT July 2011 - May 2012
CoreLogic Valuations Services, LLC June 2010 - June 2011
Ameriprise Financial, formerly American Express February 1998 - May 2009
Ameriprise Financial, formerly American Express January 1998 - January 2009
Ameriprise Financial January 2000 - January 2006
Amerprise Financial January 2000 - January 2006
Ameriprise Financial January 1998 - January 2000
Amerprise Financial January 1998 - January 2000
DCA January 1995 - January 1998
Skills
Project Management, AML, Disaster Recovery, Risk Management, Insurance, Call Center, Software Documentation, Visio, Process Improvement, Access, Microsoft Office, FINRA, Leadership, Budgets, Strategic Planning, Finance, Microsoft Excel, Financial Services, Customer Service, Management
Education
St Thomas University 2009 — 2009
Mini MBA, Business, Management, Marketing, and Related Support Services
University of Saint Thomas - School of Business 2009 — 2009
Mini MBA, Business/Commerce, General
University of Wisconsin-Superior 1984 — 1985
Bachelor's degree, Communication, General
Metropolitan State University
BA, Communications
Metropolitan State University
BA; MBA, Communications
Stone Arch Prive Wealth May 2013 - Present
Wells Fargo - IRT July 2011 - May 2012
CoreLogic Valuations Services, LLC June 2010 - June 2011
Ameriprise Financial, formerly American Express February 1998 - May 2009
Ameriprise Financial, formerly American Express January 1998 - January 2009
Ameriprise Financial January 2000 - January 2006
Amerprise Financial January 2000 - January 2006
Ameriprise Financial January 1998 - January 2000
Amerprise Financial January 1998 - January 2000
DCA January 1995 - January 1998
Skills
Project Management, AML, Disaster Recovery, Risk Management, Insurance, Call Center, Software Documentation, Visio, Process Improvement, Access, Microsoft Office, FINRA, Leadership, Budgets, Strategic Planning, Finance, Microsoft Excel, Financial Services, Customer Service, Management
Education
St Thomas University 2009 — 2009
Mini MBA, Business, Management, Marketing, and Related Support Services
University of Saint Thomas - School of Business 2009 — 2009
Mini MBA, Business/Commerce, General
University of Wisconsin-Superior 1984 — 1985
Bachelor's degree, Communication, General
Metropolitan State University
BA, Communications
Metropolitan State University
BA; MBA, Communications
Chris Kotek's Ameriprise Financial Experience 2005 - 2007
Job Senior Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Bank 2007 - 2010
Ameriprise Financial 2005 - 2007
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2004 - 2004
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 2000 - 2002
American Express Financial Advisors 1999 - 2000
American Express Financial Advisors 1998 - 1999
Skills
Analysis, Banking, Business Development, Business Requirements, Finance, Financial Services, Integration, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Relationship Management, Securities, Six Sigma, Strategy, Vendor Management
Education
Metropolitan State University 2003 — 2007
B.S, Finance
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Bank 2007 - 2010
Ameriprise Financial 2005 - 2007
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2004 - 2004
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 2000 - 2002
American Express Financial Advisors 1999 - 2000
American Express Financial Advisors 1998 - 1999
Skills
Analysis, Banking, Business Development, Business Requirements, Finance, Financial Services, Integration, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Relationship Management, Securities, Six Sigma, Strategy, Vendor Management
Education
Metropolitan State University 2003 — 2007
B.S, Finance
Julia Kreuziger's Ameriprise Financial Experience Asst VP/Underwriting ManagerWisconsin American Insurance1984 - 2000
Job OFFICE MANAGER at AMERIPRISE FINANCIAL
Industry Financial Services
Experience
AMERIPRISE FINANCIAL Asst VP/Underwriting ManagerWisconsin American Insurance1984 - 2000
Education
Marian University 1994 — 1999
Business
AMERIPRISE FINANCIAL Asst VP/Underwriting ManagerWisconsin American Insurance1984 - 2000
Education
Marian University 1994 — 1999
Business
Brian Tingley's Ameriprise Financial Experience October 2009 - April 2013
Job Manager Process and Tool Training at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial October 2009 - April 2013
Ameriprise Advisor Services, Inc. July 2009 - October 2009
H&R Block Financial Advisors 2007 - November 2008
H&R Block Financial Advisors 2005 - 2007
H&R Block Financial Advisors 2002 - 2005
OLDE Discount Stockbrokers 1997 - 2000
Education
Michigan State University 1995 — 1997
B.A., Accounting
Michigan Technological University 1992 — 1994
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial October 2009 - April 2013
Ameriprise Advisor Services, Inc. July 2009 - October 2009
H&R Block Financial Advisors 2007 - November 2008
H&R Block Financial Advisors 2005 - 2007
H&R Block Financial Advisors 2002 - 2005
OLDE Discount Stockbrokers 1997 - 2000
Education
Michigan State University 1995 — 1997
B.A., Accounting
Michigan Technological University 1992 — 1994
Clark Bradley's Ameriprise Financial Experience August 2008 - August 2009
Job J.P. Morgan Chase Private Client Banker
Industry Banking
Experience
JPMorgan Chase Bank N.A. January 2013 - Present
JPMorgan Chase August 2009 - December 2012
Ameriprise Financial August 2008 - August 2009
Green Acres Lawn Care March 2002 - August 2008
Quicken Loans May 2007 - August 2007
Education
Michigan State University 2004 — 2008
Bachelor's degree, Finance
Divine Child High School 2001 — 2004
High School
JPMorgan Chase Bank N.A. January 2013 - Present
JPMorgan Chase August 2009 - December 2012
Ameriprise Financial August 2008 - August 2009
Green Acres Lawn Care March 2002 - August 2008
Quicken Loans May 2007 - August 2007
Education
Michigan State University 2004 — 2008
Bachelor's degree, Finance
Divine Child High School 2001 — 2004
High School
Corey Golden's Ameriprise Financial Experience January 2007 - October 2009
Job Quality Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial January 2007 - October 2009
Ameriprise Financial Services, Inc. January 2000 - January 2006
Skills
Leadership, Management, Team Leadership, Analysis, Training, Investments, Coaching, Risk Management, Insurance, Business Process, Business Analysis, Business Process..., Call Centers, Financial Services
Education
Metropolitan State University 2014 — 2017
Leadership in a Financial Organization
Saint Paul College-A Community and Technical College 2011 — 2013
Associate of Arts (A.A.), 4.0
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial January 2007 - October 2009
Ameriprise Financial Services, Inc. January 2000 - January 2006
Skills
Leadership, Management, Team Leadership, Analysis, Training, Investments, Coaching, Risk Management, Insurance, Business Process, Business Analysis, Business Process..., Call Centers, Financial Services
Education
Metropolitan State University 2014 — 2017
Leadership in a Financial Organization
Saint Paul College-A Community and Technical College 2011 — 2013
Associate of Arts (A.A.), 4.0
Caitlin Shipley's Ameriprise Financial Experience June 2009 - August 2009
Job Account Representative, Building Services at Johnson Controls
Industry Mechanical or Industrial Engineering
Experience
Johnson Controls August 2014 - Present
Johnson Controls August 2010 - August 2014
Messiah College January 2008 - May 2010
Ameriprise Financial June 2009 - August 2009
Skills
Management, Access, Microsoft Excel, Customer Service, Microsoft Word, Sales, Data Analysis, Negotiation, Networking, Forecasting, Time Management, Microsoft Office, Event Planning, Accounts Payable, Leadership, Public Speaking, Project Management, Community Engagement
Education
Messiah College 2006 — 2010
Bachelor of Arts, Mathematics and Economics
Taylor University 2009 — 2009
Study Abroad - Greystones, Ireland, Spring 2009
Perry Hall High School
Johnson Controls August 2014 - Present
Johnson Controls August 2010 - August 2014
Messiah College January 2008 - May 2010
Ameriprise Financial June 2009 - August 2009
Skills
Management, Access, Microsoft Excel, Customer Service, Microsoft Word, Sales, Data Analysis, Negotiation, Networking, Forecasting, Time Management, Microsoft Office, Event Planning, Accounts Payable, Leadership, Public Speaking, Project Management, Community Engagement
Education
Messiah College 2006 — 2010
Bachelor of Arts, Mathematics and Economics
Taylor University 2009 — 2009
Study Abroad - Greystones, Ireland, Spring 2009
Perry Hall High School
Jennifer Stange's Ameriprise Financial Experience March 2009 - April 2011
Job Senior Compensation Analyst at Cargill
Industry Human Resources
Experience
Cargill Compensation AnalystCargillFebruary 2013 - Present
Cargill March 2011 - February 2013
Ameriprise Financial March 2009 - April 2011
Ameriprise Financial June 2007 - March 2009
U.S. Bancorp Investments October 2006 - June 2007
Civil Society Institute August 2003 - November 2006
VizaWeb Inc August 2005 - August 2006
Build Concepts Inc April 2004 - March 2006
U.S. Bank September 2001 - July 2003
Skills
Performance Management, Change Management, Organizational..., Talent Management, Onboarding, Employee Engagement, Vendor Management, Succession Planning, Process Improvement, Workforce Planning, Organizational..., Human Resources, Recruiting, Team Building, Project Management, Talent Acquisition, Program Management, Kaizen Leadership, Cross-functional Team..., Management, PeopleSoft
Education
Human Capital Institute 2010 — 2010
Certificate, Human Capital Strategy
University of St. Thomas, Center for Business 2008 — 2008
Mini Master, Project Management
College of St. Catherine 2003 — 2005
Metropolitan State University 2000 — 2005
BA, Psychology
Cargill Compensation AnalystCargillFebruary 2013 - Present
Cargill March 2011 - February 2013
Ameriprise Financial March 2009 - April 2011
Ameriprise Financial June 2007 - March 2009
U.S. Bancorp Investments October 2006 - June 2007
Civil Society Institute August 2003 - November 2006
VizaWeb Inc August 2005 - August 2006
Build Concepts Inc April 2004 - March 2006
U.S. Bank September 2001 - July 2003
Skills
Performance Management, Change Management, Organizational..., Talent Management, Onboarding, Employee Engagement, Vendor Management, Succession Planning, Process Improvement, Workforce Planning, Organizational..., Human Resources, Recruiting, Team Building, Project Management, Talent Acquisition, Program Management, Kaizen Leadership, Cross-functional Team..., Management, PeopleSoft
Education
Human Capital Institute 2010 — 2010
Certificate, Human Capital Strategy
University of St. Thomas, Center for Business 2008 — 2008
Mini Master, Project Management
College of St. Catherine 2003 — 2005
Metropolitan State University 2000 — 2005
BA, Psychology
Michelle Rudlong's Ameriprise Financial Experience November 2005 - Present
Job Sr.Director, Retirement Benefits at Ameriprise Financial
Industry Human Resources
Experience
Ameriprise Financial November 2005 - Present
American Express Retirement Services October 1996 - December 2005
American Express Retirement Services March 1991 - December 2005
American Express March 1991 - December 2005
American Express Retirement Services March 1991 - March 1993
Skills
Employee Benefits, Deferred Compensation, Human Resources, Leadership, Strategic Planning, System Administration, Program Management, Employee Engagement, Process Improvement, Mergers & Acquisitions, Change Management, Team Building, Performance Management, Employee Relations, Financial Wellness, Fiduciary Management, Vendor Management, Executive Pay, Retirement Benefits, Stock awards, Business Decision Making, Strategic Financial...
Education
Metropolitan State University 2002 — 2010
Bachelor's degree, Business Administration and Management, General
Metropolitan State University
Bachelor of Science, Business Administration
Ameriprise Financial November 2005 - Present
American Express Retirement Services October 1996 - December 2005
American Express Retirement Services March 1991 - December 2005
American Express March 1991 - December 2005
American Express Retirement Services March 1991 - March 1993
Skills
Employee Benefits, Deferred Compensation, Human Resources, Leadership, Strategic Planning, System Administration, Program Management, Employee Engagement, Process Improvement, Mergers & Acquisitions, Change Management, Team Building, Performance Management, Employee Relations, Financial Wellness, Fiduciary Management, Vendor Management, Executive Pay, Retirement Benefits, Stock awards, Business Decision Making, Strategic Financial...
Education
Metropolitan State University 2002 — 2010
Bachelor's degree, Business Administration and Management, General
Metropolitan State University
Bachelor of Science, Business Administration
Chandra Sill's Ameriprise Financial Experience April 2005 - September 2006
Job Date night and evening babysitting
Industry Higher Education
Experience
Looking for an exciting new job opportunity May 2014 - Present
Goddard School November 2011 - May 2014
american focus care January 2011 - September 2011
Advanced Development Disabilities November 2009 - August 2010
Ellen's Daycare Center: La Crosse, Wisconsin September 2007 - May 2008
Room For Growing May 2006 - September 2006
Ameriprise Financial April 2005 - September 2006
Kids Club November 2004 - September 2005
Skills
Patience, Helpful, Understanding, Childcare, Organization, Teaching, Child Development, Preschool, Special Education, Microsoft Word, Healthcare, Volunteer Management, Social Media, Public Speaking, PowerPoint, Strategic Planning, Microsoft Office, Event Planning, Customer Service
Education
Southwest Human Development 2012 — 2014
no degree Training Cesortium, Early Care and Education Training Consortium
Maricopa Community Colleges 2012 — 2013
Child Development, A and C
Pine Technical College 2008 — 2008
Childcare/ CNA, Certified Nursing Assistant, Child Development
2.Western Wisconsin Technical College 2006 — 2008
Childcare, Childcare/general education
Looking for an exciting new job opportunity May 2014 - Present
Goddard School November 2011 - May 2014
american focus care January 2011 - September 2011
Advanced Development Disabilities November 2009 - August 2010
Ellen's Daycare Center: La Crosse, Wisconsin September 2007 - May 2008
Room For Growing May 2006 - September 2006
Ameriprise Financial April 2005 - September 2006
Kids Club November 2004 - September 2005
Skills
Patience, Helpful, Understanding, Childcare, Organization, Teaching, Child Development, Preschool, Special Education, Microsoft Word, Healthcare, Volunteer Management, Social Media, Public Speaking, PowerPoint, Strategic Planning, Microsoft Office, Event Planning, Customer Service
Education
Southwest Human Development 2012 — 2014
no degree Training Cesortium, Early Care and Education Training Consortium
Maricopa Community Colleges 2012 — 2013
Child Development, A and C
Pine Technical College 2008 — 2008
Childcare/ CNA, Certified Nursing Assistant, Child Development
2.Western Wisconsin Technical College 2006 — 2008
Childcare, Childcare/general education
Lenna Matthews's Ameriprise Financial Experience May 2008 - February 2010
Job Registered Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2007 - Present
Ameriprise Financial May 2008 - February 2010
Noyces February 2003 - January 2007
Amory Casting July 1994 - September 2001
Skills
Onboarding, Series 7, Insurance, Series 63, Process Improvement, Leadership
Education
Massachusetts College of Art and Design 1989 — 1994
BFA
Northeastern University 1984 — 1989
Ameriprise Financial Services, Inc. May 2007 - Present
Ameriprise Financial May 2008 - February 2010
Noyces February 2003 - January 2007
Amory Casting July 1994 - September 2001
Skills
Onboarding, Series 7, Insurance, Series 63, Process Improvement, Leadership
Education
Massachusetts College of Art and Design 1989 — 1994
BFA
Northeastern University 1984 — 1989
Carina Graham's Ameriprise Financial Experience 2005 - 2010
Job Assistant
Industry Public Policy
Experience
Thomas Graham & Associates LLC March 2004 - Present
Ameriprise Financial 2005 - 2010
Education
Mercy College 1990 — 1995
Bachelors of Science Accounting, Marketing, Auditing
Thomas Graham & Associates LLC March 2004 - Present
Ameriprise Financial 2005 - 2010
Education
Mercy College 1990 — 1995
Bachelors of Science Accounting, Marketing, Auditing
Julie Bachand's Ameriprise Financial Experience September 2011 - Present
Job Technology, Human Resources Project Manager, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 2011 - Present
Ameriprise Financial Services, Inc. January 2009 - September 2011
Ameriprise Financial Services, Inc. May 2007 - December 2009
Ameriprise Financial February 2008 - November 2009
Skills
Vendor Management, Business Analysis, Process Improvement, Financial Services, Project Management, Cross-functional Team..., Program Management, Change Management, Strategic Planning, Leadership, Project Portfolio...
Education
University of Saint Thomas 1995 — 1998
Masters, Business Communications
Metropolitan State University 1989 — 1992
Bachelor's degree, Marketing Communications
Ameriprise Financial September 2011 - Present
Ameriprise Financial Services, Inc. January 2009 - September 2011
Ameriprise Financial Services, Inc. May 2007 - December 2009
Ameriprise Financial February 2008 - November 2009
Skills
Vendor Management, Business Analysis, Process Improvement, Financial Services, Project Management, Cross-functional Team..., Program Management, Change Management, Strategic Planning, Leadership, Project Portfolio...
Education
University of Saint Thomas 1995 — 1998
Masters, Business Communications
Metropolitan State University 1989 — 1992
Bachelor's degree, Marketing Communications
David Rasmusson's Ameriprise Financial Experience January 2007 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial January 2007 - Present
Kowalski's Markets April 2002 - January 2007
Education
Metropolitan State University 2004 — 2006
B.A, Psychology
University of St. Thomas
Pursuing M.A., Human Resource and Change Leadership
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial January 2007 - Present
Kowalski's Markets April 2002 - January 2007
Education
Metropolitan State University 2004 — 2006
B.A, Psychology
University of St. Thomas
Pursuing M.A., Human Resource and Change Leadership
Cesar Magsalin's Ameriprise Financial Experience October 1989 - June 2009
Job Accounting Professional
Industry Accounting
Experience
Ameriprise Financial October 1989 - June 2009
Education
Metropolitan State University 1995 — 1998
Bachelor's Degree, Accounting
Ameriprise Financial October 1989 - June 2009
Education
Metropolitan State University 1995 — 1998
Bachelor's Degree, Accounting
Ardell Schmidt's Ameriprise Financial Experience May 2007 - May 2010
Job HR Sr Associate at City of Minneapolis
Industry Human Resources
Experience
City of Minneapolis January 2014 - Present
Osseo Area Schools November 2010 - January 2014
Ameriprise Financial May 2007 - May 2010
Bemis Company, Inc. September 1994 - May 2007
Skills
Human Resources, Training, Performance Management, HRIS, Customer Service, PeopleSoft, Security, Time Management, Employee Benefits, Payroll, Testing, Software Documentation, Benefits Administration, Employee Relations, Analysis
Education
Metropolitan State University
B.S., Human Resources Management
Minneapolis Community and Technical College
A.A., Business Administration
City of Minneapolis January 2014 - Present
Osseo Area Schools November 2010 - January 2014
Ameriprise Financial May 2007 - May 2010
Bemis Company, Inc. September 1994 - May 2007
Skills
Human Resources, Training, Performance Management, HRIS, Customer Service, PeopleSoft, Security, Time Management, Employee Benefits, Payroll, Testing, Software Documentation, Benefits Administration, Employee Relations, Analysis
Education
Metropolitan State University
B.S., Human Resources Management
Minneapolis Community and Technical College
A.A., Business Administration
Carol Boll's Ameriprise Financial Experience January 2010 - August 2012
Job Communications Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - December 2013
Ameriprise Financial January 2010 - August 2012
Ameriprise Financial January 2009 - December 2009
Ameriprise Financial March 2000 - 2008
Skills
Process Improvement, Business Process..., Internal Communications, Risk Management, Six Sigma Black Belt, Six Sigma Green Belt, Kaizen, Microsoft Office /Suite..., Visio, Six Sigma, Leadership, Management, Cross-functional Team..., Change Management, Analytics, Project Management
Education
Metropolitan State University
BS, Business Adm
Ameriprise Financial Services, Inc. August 2012 - December 2013
Ameriprise Financial January 2010 - August 2012
Ameriprise Financial January 2009 - December 2009
Ameriprise Financial March 2000 - 2008
Skills
Process Improvement, Business Process..., Internal Communications, Risk Management, Six Sigma Black Belt, Six Sigma Green Belt, Kaizen, Microsoft Office /Suite..., Visio, Six Sigma, Leadership, Management, Cross-functional Team..., Change Management, Analytics, Project Management
Education
Metropolitan State University
BS, Business Adm
Feisal Mohamed's Ameriprise Financial Experience March 2003 - December 2009
Job Senior State Administrator at State of Minnesota
Industry
Experience
State of Minnesota April 2011 - Present
Ameriprise Financial March 2003 - December 2009
Education
Metropolitan State University 2004 — 2008
BS, Business Administration
State of Minnesota April 2011 - Present
Ameriprise Financial March 2003 - December 2009
Education
Metropolitan State University 2004 — 2008
BS, Business Administration
Bo Derheim's Ameriprise Financial Experience May 2010 - 2010
Job Senior Field Administration Licensing, Field Compensation, & Client Transitions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - Present
Wells Fargo April 2008 - March 2010
Ameriprise Financial May 2010 - 2010
Skills
Mutual Funds, Investments
Education
Metropolitan State University 2004 — 2008
Finance, Economics, English
University of Minnesota-Twin Cities 2001 — 2004
Biology, English
Ameriprise Financial Services, Inc. September 2010 - Present
Wells Fargo April 2008 - March 2010
Ameriprise Financial May 2010 - 2010
Skills
Mutual Funds, Investments
Education
Metropolitan State University 2004 — 2008
Finance, Economics, English
University of Minnesota-Twin Cities 2001 — 2004
Biology, English
Helen Pommier's Ameriprise Financial Experience August 1972 - July 2007
Job Account Specialist Special Education at Minneapolis Public Schools
Industry Nonprofit Organization Management
Experience
Minneapolis Public Schools November 2012 - Present
Wingspan Life Resources June 2010 - Present
Minneapolis Public Schools July 2012 - November 2012
MPLS Public School - Special Education August 2011 - July 2012
MPLS Public School - Community Education October 2010 - August 2011
Merrill Corporation November 2009 - February 2010
Ameriprise Financial August 1972 - July 2007
Skills
Accounting, General Ledger, Forecasting
Education
Metropolitan State University
BA, Business/Finance
Minneapolis Public Schools November 2012 - Present
Wingspan Life Resources June 2010 - Present
Minneapolis Public Schools July 2012 - November 2012
MPLS Public School - Special Education August 2011 - July 2012
MPLS Public School - Community Education October 2010 - August 2011
Merrill Corporation November 2009 - February 2010
Ameriprise Financial August 1972 - July 2007
Skills
Accounting, General Ledger, Forecasting
Education
Metropolitan State University
BA, Business/Finance
Dan Moakley's Ameriprise Financial Experience July 2009 - Present
Job Vice President & Group Counsel at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 2009 - Present
Ameriprise Financial, Inc. July 2006 - July 2009
Northwestern Mutual Life December 2000 - June 2006
FINRA February 1991 - November 2000
US Securities and Exchange Commission April 1988 - February 1991
Skills
Broker-Dealer..., Clearing/Back Office..., Finacial/Operational..., FINRA, Securities, Securities Regulation, Mutual Funds, AML, Investment Advisory, Investments, Equities, Financial Services, Alternative Investments, Fixed Income, Private Equity, Wealth Management
Education
The John Marshall Law School 1985 — 1988
J D
Marquette University 1979 — 1981
B.S., Business Administration
Ameriprise Financial July 2009 - Present
Ameriprise Financial, Inc. July 2006 - July 2009
Northwestern Mutual Life December 2000 - June 2006
FINRA February 1991 - November 2000
US Securities and Exchange Commission April 1988 - February 1991
Skills
Broker-Dealer..., Clearing/Back Office..., Finacial/Operational..., FINRA, Securities, Securities Regulation, Mutual Funds, AML, Investment Advisory, Investments, Equities, Financial Services, Alternative Investments, Fixed Income, Private Equity, Wealth Management
Education
The John Marshall Law School 1985 — 1988
J D
Marquette University 1979 — 1981
B.S., Business Administration
Richard Hinton's Ameriprise Financial Experience September 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2009 - Present
Ameriprise Financial Services 1984 - Present
A. G. Edwards & Sons May 1984 - November 2007
A. G. Edwards & Sons May 1984 - November 2007
Education
McNeese State University 1969 — 1974
BS, Business Management
lake charles high school 1962 — 1966
Ameriprise Financial September 2009 - Present
Ameriprise Financial Services 1984 - Present
A. G. Edwards & Sons May 1984 - November 2007
A. G. Edwards & Sons May 1984 - November 2007
Education
McNeese State University 1969 — 1974
BS, Business Management
lake charles high school 1962 — 1966
Ebonie Cannady's Ameriprise Financial Experience March 2010 - December 2012
Job Non Merch Accounts Payable Specialist at Target
Industry Financial Services
Experience
Target June 2014 - Present
Zumba Fitness LLC April 2011 - Present
Target December 2012 - June 2014
Ameriprise Financial March 2010 - December 2012
Skills
Leadership, Accounting, Accounts Payable, Microsoft Excel, Microsoft Office, Time Management, Outlook, Microsoft Word, General Ledger, PowerPoint
Education
Metropolitan State University 2008 — 2010
Bachelor’s Degree, Accounting
Minneapolis Community and Technical College 2005 — 2008
Associate’s Degree, Accounting
Target June 2014 - Present
Zumba Fitness LLC April 2011 - Present
Target December 2012 - June 2014
Ameriprise Financial March 2010 - December 2012
Skills
Leadership, Accounting, Accounts Payable, Microsoft Excel, Microsoft Office, Time Management, Outlook, Microsoft Word, General Ledger, PowerPoint
Education
Metropolitan State University 2008 — 2010
Bachelor’s Degree, Accounting
Minneapolis Community and Technical College 2005 — 2008
Associate’s Degree, Accounting
Feisal Mohamed's Ameriprise Financial Experience March 2003 - January 2010
Job Customer Service Professional, Hennepin County Health and Human Services; Minneapolis, Minnesota
Industry Government Administration
Experience
State of Minnesota 2012 - Present
Ameriprise Financial March 2003 - January 2010
Education
Metropolitan State University 2004 — 2008
Bachelor, Business Administration
State of Minnesota 2012 - Present
Ameriprise Financial March 2003 - January 2010
Education
Metropolitan State University 2004 — 2008
Bachelor, Business Administration
William Sjoquist's Ameriprise Financial Experience January 2003 - February 2013
Job Sr. Director Data Management at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial January 2003 - February 2013
Summit Computer Services February 1997 - December 2002
Skills
Consultancy, Performance Improvement, People Management, Distributed Databases, IBM Mainframe, Data Management, Management, Budgets, Enterprise Architecture, Coaching, Requirements Analysis, SDLC, Vendor Management, Software Project...
Education
Metropolitan State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial January 2003 - February 2013
Summit Computer Services February 1997 - December 2002
Skills
Consultancy, Performance Improvement, People Management, Distributed Databases, IBM Mainframe, Data Management, Management, Budgets, Enterprise Architecture, Coaching, Requirements Analysis, SDLC, Vendor Management, Software Project...
Education
Metropolitan State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Ronald Katigbak's Ameriprise Financial Experience 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1994 - Present
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Hoover High School North Canton
Ameriprise Financial 1994 - Present
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Hoover High School North Canton
Barbara Jenisio's Ameriprise Financial Experience October 2010 - July 2011
Job PMO Project Coordinator at Hallmark Business Connections
Industry Financial Services
Experience
Hallmark Business Connections November 2014 - Present
York Solutions (Target Corporation) May 2014 - July 2014
Wells Fargo Home Mortgage PMO May 2013 - February 2014
Ameriprise Financial Services, Inc. July 2011 - December 2012
Ameriprise Financial October 2010 - July 2011
Express Limited June 2004 - June 2010
Elire, Inc August 2007 - September 2008
Ameriprise Financial June 2002 - April 2007
Skills
Project Coordination, Program Management, Corporate Communications, Benefits Administration, Marketing Strategy, Market Research, Microsoft Office, Budget, Web Design Coordination, Event Planning, Multi Tasking, Retail Merchandising, Management
Education
Metropolitan State University 2002 — 2003
Bachelor of Science (B.S.), Marketing Management
Metropolitan State University 2009 — 2014
Bachelor's Degree, Accounting
Normandale Community College 2000 — 2002
Associate of Arts (A.A.), Art/Art Studies, General
Hallmark Business Connections November 2014 - Present
York Solutions (Target Corporation) May 2014 - July 2014
Wells Fargo Home Mortgage PMO May 2013 - February 2014
Ameriprise Financial Services, Inc. July 2011 - December 2012
Ameriprise Financial October 2010 - July 2011
Express Limited June 2004 - June 2010
Elire, Inc August 2007 - September 2008
Ameriprise Financial June 2002 - April 2007
Skills
Project Coordination, Program Management, Corporate Communications, Benefits Administration, Marketing Strategy, Market Research, Microsoft Office, Budget, Web Design Coordination, Event Planning, Multi Tasking, Retail Merchandising, Management
Education
Metropolitan State University 2002 — 2003
Bachelor of Science (B.S.), Marketing Management
Metropolitan State University 2009 — 2014
Bachelor's Degree, Accounting
Normandale Community College 2000 — 2002
Associate of Arts (A.A.), Art/Art Studies, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.