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
Dawn Mattson Dawn Mattson's Ameriprise Financial Experience May 2008 - December 2010
Job Administrative Assistant at MSEA
Industry Executive Office
Experience
SNS Financial Group April 2015 - Present
MSEA August 2014 - April 2015
Allina Hospitals & Clinics February 2013 - March 2014
Kohl's Department Stores October 2012 - June 2013
Ameriprise Financial Services, Inc. April 2011 - September 2012
AMERIPRISE FINANCIAL May 2008 - December 2010
Ameriprise Financial October 1998 - November 2010
Skills
Concur, Expense Management, Confidentiality, Spreadsheets, Lotus Notes, File Management, Insurance, Mutual Funds, Workshop Facilitation, Visio, Office Administration, Strategic Financial..., Management, Project Coordination, Access, Training
Education
Minnesota School of BusinessMinnesota School of Business 2011 — 2015
Business Administration Degree, Business, Management, Marketing, and Related Support Services
Minnesota School of Business 1995 — 1996
Diploma, Business Administration
SNS Financial Group April 2015 - Present
MSEA August 2014 - April 2015
Allina Hospitals & Clinics February 2013 - March 2014
Kohl's Department Stores October 2012 - June 2013
Ameriprise Financial Services, Inc. April 2011 - September 2012
AMERIPRISE FINANCIAL May 2008 - December 2010
Ameriprise Financial October 1998 - November 2010
Skills
Concur, Expense Management, Confidentiality, Spreadsheets, Lotus Notes, File Management, Insurance, Mutual Funds, Workshop Facilitation, Visio, Office Administration, Strategic Financial..., Management, Project Coordination, Access, Training
Education
Minnesota School of BusinessMinnesota School of Business 2011 — 2015
Business Administration Degree, Business, Management, Marketing, and Related Support Services
Minnesota School of Business 1995 — 1996
Diploma, Business Administration
Timothy J. LaPean Timothy J. LaPean's Ameriprise Financial Experience July 2007 - October 2009
Job Financial Planner / Owner at Thoughtful Financial Planning
Industry Financial Services
Experience
Thoughtful Financial Planning May 2014 - Present
Metro Transit June 2014 - Present
Self-Employed September 2009 - Present
Gradient Financial Group December 2013 - March 2014
Ameriprise Financial Services, Inc. August 2013 - December 2013
Ameriprise Financial Services, Inc. October 2009 - March 2013
Ameriprise Financial July 2007 - October 2009
Ameriprise Financial June 2004 - May 2007
Éducation Nationale de France August 2003 - January 2004
Ameriprise Financial Services, Inc April 1997 - April 2003
Education
Minnesota State University, Mankato 2005 — 2006
Certificate, Financial Planning
Thoughtful Financial Planning May 2014 - Present
Metro Transit June 2014 - Present
Self-Employed September 2009 - Present
Gradient Financial Group December 2013 - March 2014
Ameriprise Financial Services, Inc. August 2013 - December 2013
Ameriprise Financial Services, Inc. October 2009 - March 2013
Ameriprise Financial July 2007 - October 2009
Ameriprise Financial June 2004 - May 2007
Éducation Nationale de France August 2003 - January 2004
Ameriprise Financial Services, Inc April 1997 - April 2003
Education
Minnesota State University, Mankato 2005 — 2006
Certificate, Financial Planning
Bradley Hickman Bradley Hickman's Ameriprise Financial Experience October 2010 - July 2012
Job Investment Advisory Sales & Marketing
Industry Financial Services
Experience
AIG Advisor Group February 2015 - Present
AIG/Woodbury Financial August 2012 - February 2015
Ameriprise Financial October 2010 - July 2012
Edward Jones June 2006 - October 2010
Cycle Country Accessories Corporation August 1997 - June 2006
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Strategic Financial..., Fixed Annuities, Investments, Investment Strategies, Securities, Uniform Combined State..., Estate Planning, 401k, Portfolio Management, IRAs, Asset Management, Alternative Investments, Pershing NET X 360, AIG VISION 2020, Series 66
Education
Minneapolis Community and Technical College 2012 — 2014
Riverland Community College 1995 — 1997
AIG Advisor Group February 2015 - Present
AIG/Woodbury Financial August 2012 - February 2015
Ameriprise Financial October 2010 - July 2012
Edward Jones June 2006 - October 2010
Cycle Country Accessories Corporation August 1997 - June 2006
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Strategic Financial..., Fixed Annuities, Investments, Investment Strategies, Securities, Uniform Combined State..., Estate Planning, 401k, Portfolio Management, IRAs, Asset Management, Alternative Investments, Pershing NET X 360, AIG VISION 2020, Series 66
Education
Minneapolis Community and Technical College 2012 — 2014
Riverland Community College 1995 — 1997
Brenda Cleary, PMP Brenda Cleary, PMP's Ameriprise Financial Experience October 2006 - April 2008
Job Program Coordinator at Rust Consulting with ThreeBridge
Industry Financial Services
Experience
Rust Consulting January 2015 - Present
Target April 2011 - June 2014
Target October 2010 - April 2011
Thomson Reuters Legal July 2010 - September 2010
Keyot October 2009 - April 2010
Target Technology Services April 2008 - December 2009
Ameriprise Financial October 2006 - April 2008
American Express Financial Advisors July 2004 - October 2006
American Express Financial Advisors July 1997 - July 2004
American Express Financial Advisors April 1995 - July 1997
Skills
Business Process..., Program Management, Business Analysis, PMO, PMP, Strategy, Project Management, Business Transformation, Six Sigma, Integration, Strategic Planning, Project Planning, SharePoint, Management, Resource Management, Business Planning, Analysis, Leadership, Vendor Management, Process Improvement, Project Portfolio..., Training, Clarity, CRM, ERP, Financial Services, Consulting
Education
Michigan Technological University
Bachelor, Business
Rust Consulting January 2015 - Present
Target April 2011 - June 2014
Target October 2010 - April 2011
Thomson Reuters Legal July 2010 - September 2010
Keyot October 2009 - April 2010
Target Technology Services April 2008 - December 2009
Ameriprise Financial October 2006 - April 2008
American Express Financial Advisors July 2004 - October 2006
American Express Financial Advisors July 1997 - July 2004
American Express Financial Advisors April 1995 - July 1997
Skills
Business Process..., Program Management, Business Analysis, PMO, PMP, Strategy, Project Management, Business Transformation, Six Sigma, Integration, Strategic Planning, Project Planning, SharePoint, Management, Resource Management, Business Planning, Analysis, Leadership, Vendor Management, Process Improvement, Project Portfolio..., Training, Clarity, CRM, ERP, Financial Services, Consulting
Education
Michigan Technological University
Bachelor, Business
Christina Nakhonesy Christina Nakhonesy's Ameriprise Financial Experience August 2014 - Present
Job Administrative Assistant at Ameriprise Financial
Industry Human Resources
Experience
Ameriprise Financial August 2014 - Present
Minnesota National Health Kare November 2012 - Present
Golden Living March 2014 - May 2014
jcpenney July 2013 - February 2014
Menards July 2011 - November 2012
Kohl's Department Stores September 2006 - July 2011
Skills
Sales, Process Scheduler, Payroll, Human Resources, Interviews, Team Building, Management, Healthcare
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Ameriprise Financial August 2014 - Present
Minnesota National Health Kare November 2012 - Present
Golden Living March 2014 - May 2014
jcpenney July 2013 - February 2014
Menards July 2011 - November 2012
Kohl's Department Stores September 2006 - July 2011
Skills
Sales, Process Scheduler, Payroll, Human Resources, Interviews, Team Building, Management, Healthcare
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Kurt Schroeder Kurt Schroeder's Ameriprise Financial Experience February 2015 - Present
Job Solution Architect at Ameriprise Financial
Industry Food Production
Experience
Ameriprise Financial February 2015 - Present
Cargill July 2007 - January 2015
Target November 2004 - June 2007
Navitaire November 1999 - October 2004
Andersen Consulting June 1996 - October 1999
Skills
Java, Oracle, SQL, Data Modeling, Web Development, Object Oriented Design, Continuous Integration, MS Project, JSP, Servlets, Eclipse, JDBC, Hibernate, Spring, JavaScript, Subversion, Unix, SOAP, REST, XML, JSON, JIRA, Confluence
Education
University of Minnesota-Twin Cities 2006 — 2008
Masters of Science, Software Engineering
Minnesota State University, Mankato 1991 — 1996
Bachelor of Science, Computer Science
Minnesota State University, Mankato 1991 — 1996
Bachelors of Science, Electronic Engineering Technoloty
Ameriprise Financial February 2015 - Present
Cargill July 2007 - January 2015
Target November 2004 - June 2007
Navitaire November 1999 - October 2004
Andersen Consulting June 1996 - October 1999
Skills
Java, Oracle, SQL, Data Modeling, Web Development, Object Oriented Design, Continuous Integration, MS Project, JSP, Servlets, Eclipse, JDBC, Hibernate, Spring, JavaScript, Subversion, Unix, SOAP, REST, XML, JSON, JIRA, Confluence
Education
University of Minnesota-Twin Cities 2006 — 2008
Masters of Science, Software Engineering
Minnesota State University, Mankato 1991 — 1996
Bachelor of Science, Computer Science
Minnesota State University, Mankato 1991 — 1996
Bachelors of Science, Electronic Engineering Technoloty
Nick Singh Nick Singh's Ameriprise Financial Experience May 2007 - August 2007
Job New Markets at SoundCloud
Industry Internet
Experience
SoundCloud June 2015 - September 2015
Groupon February 2012 - July 2014
GEP Worldwide August 2010 - January 2012
Capital One July 2009 - December 2009
Ameriprise Financial May 2007 - August 2007
Skills
Management Consulting, Strategic Planning, Project Management, Business Analysis, Financial Modeling, Process Improvement, Management, Start-ups, E-commerce, Program Management, Analytics, Supply Chain Management, Business Process, Marketing, Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Michigan State University - The Eli Broad Graduate School of Management 2005 — 2009
Bachelor of Arts, Finance
SoundCloud June 2015 - September 2015
Groupon February 2012 - July 2014
GEP Worldwide August 2010 - January 2012
Capital One July 2009 - December 2009
Ameriprise Financial May 2007 - August 2007
Skills
Management Consulting, Strategic Planning, Project Management, Business Analysis, Financial Modeling, Process Improvement, Management, Start-ups, E-commerce, Program Management, Analytics, Supply Chain Management, Business Process, Marketing, Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Michigan State University - The Eli Broad Graduate School of Management 2005 — 2009
Bachelor of Arts, Finance
Nick Hohn, CFP® Nick Hohn, CFP®'s Ameriprise Financial Experience January 1997 - June 2006
Job Principal Wealth Management at Cahill Financial Advisors, Inc.
Industry Investment Management
Experience
Cahill Financial Advisors, Inc. August 2012 - Present
All Star Financial June 2006 - August 2012
Ameriprise Financial January 1997 - June 2006
Skills
Certified Financial..., Entrepreneur, Comprehensive Wealth..., Strategic Planning, Retirement Planning, Retirement Income..., Estate Planning, Income Tax, 401k Rollovers, Employee Benefits, 529 Plans, New Business Development, Succession Planning, Retirement, Portfolio Management, Wealth Management..., Investment Management, Financial Planners, Financial Services, Finance, Small Business, Financial Advisory, 401k, Strategic Financial..., Wealth, Investment Advisory, Series 7
Education
Minnesota State University, Mankato
Bachelor of Science, Financial Planning
Cahill Financial Advisors, Inc. August 2012 - Present
All Star Financial June 2006 - August 2012
Ameriprise Financial January 1997 - June 2006
Skills
Certified Financial..., Entrepreneur, Comprehensive Wealth..., Strategic Planning, Retirement Planning, Retirement Income..., Estate Planning, Income Tax, 401k Rollovers, Employee Benefits, 529 Plans, New Business Development, Succession Planning, Retirement, Portfolio Management, Wealth Management..., Investment Management, Financial Planners, Financial Services, Finance, Small Business, Financial Advisory, 401k, Strategic Financial..., Wealth, Investment Advisory, Series 7
Education
Minnesota State University, Mankato
Bachelor of Science, Financial Planning
Lisa Overn Lisa Overn's Ameriprise Financial Experience January 1997 - May 2012
Job Sr. Cash Analyst at RGA, Inc.
Industry Insurance
Experience
Kaspick & Company September 2013 - Present
Ameriprise Financial January 1997 - May 2012
Skills
Process Improvement, Relationship Management, Finance, Mutual Funds, Accounting, Banking, Coaching, Financial Services, Leadership, Portfolio Management, Securities, Wealth Management, Vendor Management, Asset Management
Education
University of Minnesota-Twin Cities 1991 — 1995
Minnesota School of Business 1983 — 1985
Diploma, Business Administration
Kaspick & Company September 2013 - Present
Ameriprise Financial January 1997 - May 2012
Skills
Process Improvement, Relationship Management, Finance, Mutual Funds, Accounting, Banking, Coaching, Financial Services, Leadership, Portfolio Management, Securities, Wealth Management, Vendor Management, Asset Management
Education
University of Minnesota-Twin Cities 1991 — 1995
Minnesota School of Business 1983 — 1985
Diploma, Business Administration
Josh DeBilzan, CFP® Josh DeBilzan, CFP®'s Ameriprise Financial Experience April 2001 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2001 - Present
Education
Minnesota State University, Mankato 2006 — 2007
Financial Planning Certificate
University of Saint Thomas - School of Business 1998 — 2002
BA, Finance
Ameriprise Financial April 2001 - Present
Education
Minnesota State University, Mankato 2006 — 2007
Financial Planning Certificate
University of Saint Thomas - School of Business 1998 — 2002
BA, Finance
Nancie Hoover Nancie Hoover's Ameriprise Financial Experience November 2010 - September 2011
Job Release Manager at Medtronic
Industry Information Services
Experience
Medtronic April 2013 - Present
Target December 2012 - March 2013
Medtronic March 2012 - November 2012
Xcel Energy September 2011 - February 2012
Ameriprise Financial November 2010 - September 2011
Medtronic May 2010 - November 2010
Thrivent Financial October 2007 - August 2008
Thrivent Financial for Lutherans January 2007 - October 2007
Express Scripts September 2006 - December 2006
Ameriprise Financial June 2000 - July 2006
Skills
Visio, SDLC, MS Project, SharePoint, Vendor Management, Program Management, Project Management, Access, Management, Change Management, ERP, Software Project..., Analysis, Training, SAP, Leadership, PeopleSoft, Testing, Process Improvement
Education
North Hennepin Community College 2007 — 2007
Certificate, Project Mangement
Minnesota State University, Mankato
Bachelor of Applied Science (B.A.Sc.), Magna Cum Laude
Medtronic April 2013 - Present
Target December 2012 - March 2013
Medtronic March 2012 - November 2012
Xcel Energy September 2011 - February 2012
Ameriprise Financial November 2010 - September 2011
Medtronic May 2010 - November 2010
Thrivent Financial October 2007 - August 2008
Thrivent Financial for Lutherans January 2007 - October 2007
Express Scripts September 2006 - December 2006
Ameriprise Financial June 2000 - July 2006
Skills
Visio, SDLC, MS Project, SharePoint, Vendor Management, Program Management, Project Management, Access, Management, Change Management, ERP, Software Project..., Analysis, Training, SAP, Leadership, PeopleSoft, Testing, Process Improvement
Education
North Hennepin Community College 2007 — 2007
Certificate, Project Mangement
Minnesota State University, Mankato
Bachelor of Applied Science (B.A.Sc.), Magna Cum Laude
LaKisha Clark-Burgess LaKisha Clark-Burgess's Ameriprise Financial Experience June 2005 - July 2011
Job Volunteer Coordinator MPS
Industry Education Management
Experience
Minneapolis Public Schools September 2013 - Present
Minneapolis Public Schools September 2012 - June 2013
Ameriprise Financial June 2005 - July 2011
Skills
Early Childhood..., Child Development, Tutoring, Community Outreach, Special Education, Youth Development, Elementary Education, Childcare, Program Development, Literacy, Volunteer Management, Curriculum Development, Curriculum Design
Education
Minneapolis Community and Technical College 2011 — 2014
Associate of Science (A.S.), Early Childhood Education and Teaching
Minneapolis Public Schools September 2013 - Present
Minneapolis Public Schools September 2012 - June 2013
Ameriprise Financial June 2005 - July 2011
Skills
Early Childhood..., Child Development, Tutoring, Community Outreach, Special Education, Youth Development, Elementary Education, Childcare, Program Development, Literacy, Volunteer Management, Curriculum Development, Curriculum Design
Education
Minneapolis Community and Technical College 2011 — 2014
Associate of Science (A.S.), Early Childhood Education and Teaching
Jehan Farrag Jehan Farrag's Ameriprise Financial Experience February 2007 - May 2007
Job Attorney
Industry Law Practice
Experience
Ingham County September 2013 - Present
Bodwin & Associates, P.C. February 2014 - November 2014
Clarins Fragrance Group November 2012 - August 2014
ASD Enterprises February 2013 - August 2013
Legal Services of South Central Michigan July 2012 - November 2012
Legal Services of South Central Michigan February 2012 - June 2012
McGinty, Hitch, Housefield, Person, Yeadon & Anderson, P.C June 2009 - August 2009
Ameriprise Financial February 2007 - May 2007
National City Bank May 2005 - April 2006
Best Buy September 2002 - August 2005
Education
Michigan State University College of Law 2008 — 2011
Juris Doctor
Michigan State University, Eli Broad College of Business
Bachelor of Arts, General Management
Ingham County September 2013 - Present
Bodwin & Associates, P.C. February 2014 - November 2014
Clarins Fragrance Group November 2012 - August 2014
ASD Enterprises February 2013 - August 2013
Legal Services of South Central Michigan July 2012 - November 2012
Legal Services of South Central Michigan February 2012 - June 2012
McGinty, Hitch, Housefield, Person, Yeadon & Anderson, P.C June 2009 - August 2009
Ameriprise Financial February 2007 - May 2007
National City Bank May 2005 - April 2006
Best Buy September 2002 - August 2005
Education
Michigan State University College of Law 2008 — 2011
Juris Doctor
Michigan State University, Eli Broad College of Business
Bachelor of Arts, General Management
Darcee Sobraske Darcee Sobraske's Ameriprise Financial Experience August 2011 - December 2012
Job Virtual Event Manager for eSkillz.. Specializing in IT live support and virtual production.
Industry E-Learning
Experience
Cricket Wireless 2013 - 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. 2009 - August 2011
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1996 - 2002
Skills
Process Improvement, Strategic Planning, Instructional Design, Training Delivery, Virtual Distance..., Corporate Events, Program Management, Technology..., Team Leadership, Logistics, Cross-functional Team..., Virtual Teams, Organizational Design, WebEx, Network Administration, E-Learning, Solution Implementation, Training, Strategy, Leadership, Employee Training, Coaching, Webinars, Event Management, Blended Learning, Leadership Development, Management, Software Documentation, Staff Development
Education
Minnesota State University, Mankato
BFA, Creative Arts
St. Thomas University, Minnesota
Project Management Mini Masters Certificate
InSync Training, LLC
Certified Synchronous Learning Expert/Design & Facilitation, Distance Learning Education
Bob Pike Creative Training Techniques
Presenter Skills, Design, Facilitation
VA Classroom Online Course
Social Media Marketing Certificate
VA Classroom Online Course
Teleseminar Specialist Certificate
Webinar Mastery Bootcamp
Certificate, Michelle Schoen, Virtual Event Management
Cricket Wireless 2013 - 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. 2009 - August 2011
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1996 - 2002
Skills
Process Improvement, Strategic Planning, Instructional Design, Training Delivery, Virtual Distance..., Corporate Events, Program Management, Technology..., Team Leadership, Logistics, Cross-functional Team..., Virtual Teams, Organizational Design, WebEx, Network Administration, E-Learning, Solution Implementation, Training, Strategy, Leadership, Employee Training, Coaching, Webinars, Event Management, Blended Learning, Leadership Development, Management, Software Documentation, Staff Development
Education
Minnesota State University, Mankato
BFA, Creative Arts
St. Thomas University, Minnesota
Project Management Mini Masters Certificate
InSync Training, LLC
Certified Synchronous Learning Expert/Design & Facilitation, Distance Learning Education
Bob Pike Creative Training Techniques
Presenter Skills, Design, Facilitation
VA Classroom Online Course
Social Media Marketing Certificate
VA Classroom Online Course
Teleseminar Specialist Certificate
Webinar Mastery Bootcamp
Certificate, Michelle Schoen, Virtual Event Management
Michael Achman Michael Achman's Ameriprise Financial Experience January 2008 - June 2009
Job Corporate Cost Accounting Manager at Michael Foods
Industry Accounting
Experience
Michael Foods November 2011 - Present
Michael Foods June 2010 - November 2011
Elkay Manufacturing Company, (Elkay Cabinet Division) September 2009 - June 2010
Ameriprise Financial January 2008 - June 2009
Farm Bureau Financial Services November 2006 - January 2008
AMPI April 2002 - November 2006
Kraft Foods December 1993 - April 2002
Skills
Cost Management, Financial Analysis, Cost Accounting, Strategic Financial..., Cost Variance Analysis, Financial Reporting, Inventory Valuation, Supply Chain, Cost Planning, COGS, Financial Modeling, Policy, Standard Costs, Data Analysis, SAP BW, SAP R/3, US GAAP, Financial Planning, Analysis, SAP, Strategy
Education
Argosy University Twin Cities
MBA
Minnesota State University, Mankato
B.S.
Ridgewater College
A.A.
Michael Foods November 2011 - Present
Michael Foods June 2010 - November 2011
Elkay Manufacturing Company, (Elkay Cabinet Division) September 2009 - June 2010
Ameriprise Financial January 2008 - June 2009
Farm Bureau Financial Services November 2006 - January 2008
AMPI April 2002 - November 2006
Kraft Foods December 1993 - April 2002
Skills
Cost Management, Financial Analysis, Cost Accounting, Strategic Financial..., Cost Variance Analysis, Financial Reporting, Inventory Valuation, Supply Chain, Cost Planning, COGS, Financial Modeling, Policy, Standard Costs, Data Analysis, SAP BW, SAP R/3, US GAAP, Financial Planning, Analysis, SAP, Strategy
Education
Argosy University Twin Cities
MBA
Minnesota State University, Mankato
B.S.
Ridgewater College
A.A.
Shahzad Anwer Shahzad Anwer's Ameriprise Financial Experience March 2006 - May 2006
Job Manager, Global Talent Aquisition at HuFriedy Mfg. Co., LLC
Industry Information Technology and Services
Experience
Hu-Friedy Mfg. Co., LLC January 2014 - Present
Hu-Friedy Mfg. Co., LLC July 2012 - December 2013
Nokia Location and Commerce August 2011 - June 2012
Pegasus Knowledge Solutions October 2007 - August 2011
Pegasus Knowledge Solutions, Inc May 2006 - September 2007
Ameriprise Financial March 2006 - May 2006
TCF Bank August 2005 - May 2006
TCF Bank August 2004 - August 2005
Minnesota State University, Mankato May 2002 - December 2004
Minnesota State University, Mankato 2002 - 2004
Skills
Dental Sales, Human Resources, Organizational..., Sourcing, Temporary Placement, HRIS, Recruiting, Talent Management, Executive Search, Employee Relations, Employer Branding, SAP, Talent Acquisition, PeopleSoft, IT Recruitment, Applicant Tracking..., Interviews, Deferred Compensation, Employee Engagement, Management, Onboarding, Hiring, Benefits Negotiation, New Hire Orientations, Performance Management, Call Centers, Vendor Management, Technical Recruiting, Taleo, Movex, Leadership, Personnel Management, Screening, Internet Recruiting, Medical Devices, Sales, Cold Calling, College Recruiting, SDLC
Education
Minnesota State University, Mankato 2001 — 2005
B.S, Human Resources Management
Hu-Friedy Mfg. Co., LLC January 2014 - Present
Hu-Friedy Mfg. Co., LLC July 2012 - December 2013
Nokia Location and Commerce August 2011 - June 2012
Pegasus Knowledge Solutions October 2007 - August 2011
Pegasus Knowledge Solutions, Inc May 2006 - September 2007
Ameriprise Financial March 2006 - May 2006
TCF Bank August 2005 - May 2006
TCF Bank August 2004 - August 2005
Minnesota State University, Mankato May 2002 - December 2004
Minnesota State University, Mankato 2002 - 2004
Skills
Dental Sales, Human Resources, Organizational..., Sourcing, Temporary Placement, HRIS, Recruiting, Talent Management, Executive Search, Employee Relations, Employer Branding, SAP, Talent Acquisition, PeopleSoft, IT Recruitment, Applicant Tracking..., Interviews, Deferred Compensation, Employee Engagement, Management, Onboarding, Hiring, Benefits Negotiation, New Hire Orientations, Performance Management, Call Centers, Vendor Management, Technical Recruiting, Taleo, Movex, Leadership, Personnel Management, Screening, Internet Recruiting, Medical Devices, Sales, Cold Calling, College Recruiting, SDLC
Education
Minnesota State University, Mankato 2001 — 2005
B.S, Human Resources Management
Aaron Duff Aaron Duff's Ameriprise Financial Experience April 2005 - June 2008
Job Manager Process Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2012
Ameriprise Financial Services, Inc. June 2008 - May 2010
Ameriprise Financial April 2005 - June 2008
Piper Jaffray April 2000 - August 2004
Skills
Leadership, New Business Development, Strategic Planning, Business Strategy, Financial Services
Education
Minneapolis Community and Technical College 1991 — 1993
N/A, Finance
Ameriprise Financial Services, Inc. April 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2012
Ameriprise Financial Services, Inc. June 2008 - May 2010
Ameriprise Financial April 2005 - June 2008
Piper Jaffray April 2000 - August 2004
Skills
Leadership, New Business Development, Strategic Planning, Business Strategy, Financial Services
Education
Minneapolis Community and Technical College 1991 — 1993
N/A, Finance
Deb Cardinal Deb Cardinal's Ameriprise Financial Experience October 2005 - November 2006
Job Independent Sr. Recruiter
Industry Medical Devices
Experience
Boston Scientific March 2015 - Present
Cardinal Recruiting October 2011 - Present
Preventice January 2013 - December 2014
Hennepin County Medical Center May 2012 - November 2012
Kelly Law Registry November 2010 - September 2011
Medica July 2008 - November 2010
MinuteClinic September 2007 - July 2008
MinuteClinic November 2006 - September 2007
Ameriprise Financial October 2005 - November 2006
BioScrip September 2005 - October 2005
Skills
Full-cycle Recruiting, Legal Recruiting, Talent Acquisition, Taleo Applicant..., Contract Recruitment, Nurse Recruitment, Sales Recruitment, Talent Assessment, Talent Scouting, Talent Selection, Talent Management, PeopleSoft, Brass Ring Applicant..., Bullhorn Applicant..., Agency Negotiations, Agency Agreements, Employment Law, New Hire Orientation, Strategic Sourcing, Corporate Branding, corporate recruiting, Corporate Recruiting, New Hire Orientations, Taleo, Recruiting, Vendor Management, Human Resources, Sourcing, Applicant Tracking..., SDLC, Onboarding, Negotiation, Employee Relations, Interviews, Leadership, Internet Recruiting, College Recruiting, Career Development, Employer Branding, Screening, Management, Hiring, Personnel Management, HR Consulting, Technical Recruiting, Strategy, Temporary Placement, Temporary Staffing, Staffing Services, Employee Benefits
Education
Minnesota State University, Mankato 1978 — 1982
BSW, Social Work and Spanish Minor
Boston Scientific March 2015 - Present
Cardinal Recruiting October 2011 - Present
Preventice January 2013 - December 2014
Hennepin County Medical Center May 2012 - November 2012
Kelly Law Registry November 2010 - September 2011
Medica July 2008 - November 2010
MinuteClinic September 2007 - July 2008
MinuteClinic November 2006 - September 2007
Ameriprise Financial October 2005 - November 2006
BioScrip September 2005 - October 2005
Skills
Full-cycle Recruiting, Legal Recruiting, Talent Acquisition, Taleo Applicant..., Contract Recruitment, Nurse Recruitment, Sales Recruitment, Talent Assessment, Talent Scouting, Talent Selection, Talent Management, PeopleSoft, Brass Ring Applicant..., Bullhorn Applicant..., Agency Negotiations, Agency Agreements, Employment Law, New Hire Orientation, Strategic Sourcing, Corporate Branding, corporate recruiting, Corporate Recruiting, New Hire Orientations, Taleo, Recruiting, Vendor Management, Human Resources, Sourcing, Applicant Tracking..., SDLC, Onboarding, Negotiation, Employee Relations, Interviews, Leadership, Internet Recruiting, College Recruiting, Career Development, Employer Branding, Screening, Management, Hiring, Personnel Management, HR Consulting, Technical Recruiting, Strategy, Temporary Placement, Temporary Staffing, Staffing Services, Employee Benefits
Education
Minnesota State University, Mankato 1978 — 1982
BSW, Social Work and Spanish Minor
Mary Wenum Mary Wenum's Ameriprise Financial Experience March 2010 - March 2013
Job Director Advice Supervision at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial March 2010 - March 2013
UnitedHealth at Home/Ovations April 2009 - September 2009
Thrivent Financial July 2007 - August 2008
Thrivent Financial for Lutherans September 2005 - July 2007
Thrivent Financial July 2002 - August 2005
Thrivent Financial July 1992 - July 2002
Thrivent Financial for Lutherans January 1987 - January 1992
Skills
Series 7, Mutual Funds, Market Research, Product Launch, Strategic Financial..., Retirement, Fixed Annuities, Leadership, Insurance, Long Term Care Insurance, Marketing Strategy, Marketing Communications, Product Marketing, Investments, Financial Services, Management, Business Planning, Training, Life Insurance, Business Development, Sales, Marketing, Mergers & Acquisitions, Disability Insurance
Education
University of St. Thomas - Opus College of Business
Mini MBA
Minnesota School of Business
Business
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial March 2010 - March 2013
UnitedHealth at Home/Ovations April 2009 - September 2009
Thrivent Financial July 2007 - August 2008
Thrivent Financial for Lutherans September 2005 - July 2007
Thrivent Financial July 2002 - August 2005
Thrivent Financial July 1992 - July 2002
Thrivent Financial for Lutherans January 1987 - January 1992
Skills
Series 7, Mutual Funds, Market Research, Product Launch, Strategic Financial..., Retirement, Fixed Annuities, Leadership, Insurance, Long Term Care Insurance, Marketing Strategy, Marketing Communications, Product Marketing, Investments, Financial Services, Management, Business Planning, Training, Life Insurance, Business Development, Sales, Marketing, Mergers & Acquisitions, Disability Insurance
Education
University of St. Thomas - Opus College of Business
Mini MBA
Minnesota School of Business
Business
Peter Mooers Peter Mooers's Ameriprise Financial Experience September 2010 - February 2012
Job Transit Operator at Metro Transit
Industry Transportation/Trucking/Railroad
Experience
Metro Transit May 2012 - Present
Ameriprise Financial September 2010 - February 2012
IBM Global Business Services January 2008 - November 2009
Allianz Life Insurance Company June 2005 - November 2008
The Hartford Insurance Group May 2003 - June 2005
Suburban Chevrolet January 2000 - January 2003
Skills
Customer Service, Customer Relations, Insurance, Problem Solving, Analysis, Mentoring, Microsoft Office, Vendor Relations, Lotus Notes, Software Documentation, Management, Team Building, Coaching, Contract Management, Human Resources, Leadership, Policy, Process Improvement, Public Speaking, Quality Assurance, Team Leadership, Testing, Time Management
Education
Minnesota State University, Mankato 1994 — 2000
Bachelor or Science, Speech Communicaion, Business Administration
Metro Transit May 2012 - Present
Ameriprise Financial September 2010 - February 2012
IBM Global Business Services January 2008 - November 2009
Allianz Life Insurance Company June 2005 - November 2008
The Hartford Insurance Group May 2003 - June 2005
Suburban Chevrolet January 2000 - January 2003
Skills
Customer Service, Customer Relations, Insurance, Problem Solving, Analysis, Mentoring, Microsoft Office, Vendor Relations, Lotus Notes, Software Documentation, Management, Team Building, Coaching, Contract Management, Human Resources, Leadership, Policy, Process Improvement, Public Speaking, Quality Assurance, Team Leadership, Testing, Time Management
Education
Minnesota State University, Mankato 1994 — 2000
Bachelor or Science, Speech Communicaion, Business Administration
Tim R. Wendt Tim R. Wendt's Ameriprise Financial Experience 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2003 - Present
Ameriprise Financial 2003 - Present
Skills
Customer Service
Education
Middle Tennessee State University 1996 — 2000
Recording Industry Management
Ameriprise Financial Services, Inc. April 2003 - Present
Ameriprise Financial 2003 - Present
Skills
Customer Service
Education
Middle Tennessee State University 1996 — 2000
Recording Industry Management
Carla Heir, MBA's Ameriprise Financial Experience October 2005 - July 2011
Job Assistant Vice President/Manager II Commercial Banking Accounting at TCF Bank
Industry Financial Services
Experience
TCF Bank July 2011 - Present
Ameriprise Financial October 2005 - July 2011
Enventis Telecom April 2004 - January 2005
Rels Companies, LLC (a Wells Fargo and CoreLogic joint venture) February 2000 - April 2004
John G. Kinnard & Co. October 1998 - January 2000
US Office Products December 1997 - October 1998
Winthrop Resources April 1997 - November 1997
EZ Gard Industries - The Shock Doctor February 1996 - April 1997
Skills
Process Improvement, Disaster Recovery, Microsoft Excel, General Ledger, Innovation, Key Performance..., Leadership, Loans, Lotus Notes, Microsoft Office, Modeling, Organization, Oracle Applications, PowerPoint, Premiere, PMP, Relocation, Restructuring, Recruiting, User Acceptance Testing, fcs, Group Dynamics, Banking, Time Management, Management, Accounts Receivable, Accounts Payable, Access, Finance, Forecasting, Analysis, Managerial Finance, Financial Analysis, Accounting, Financial Reporting
Education
University of St. Thomas - Graduate School of Business 2005 — 2010
Master of Business Administration (M.B.A.), STRATEGIC MANAGEMENT
Minnesota State University, Mankato 1990 — 1994
Bachelor's Degree, Business Administration - Finance (Minor: Accounting)
Lake Crystal-Wellcome Memorial 1986 — 1990
High School, General Studies
TCF Bank July 2011 - Present
Ameriprise Financial October 2005 - July 2011
Enventis Telecom April 2004 - January 2005
Rels Companies, LLC (a Wells Fargo and CoreLogic joint venture) February 2000 - April 2004
John G. Kinnard & Co. October 1998 - January 2000
US Office Products December 1997 - October 1998
Winthrop Resources April 1997 - November 1997
EZ Gard Industries - The Shock Doctor February 1996 - April 1997
Skills
Process Improvement, Disaster Recovery, Microsoft Excel, General Ledger, Innovation, Key Performance..., Leadership, Loans, Lotus Notes, Microsoft Office, Modeling, Organization, Oracle Applications, PowerPoint, Premiere, PMP, Relocation, Restructuring, Recruiting, User Acceptance Testing, fcs, Group Dynamics, Banking, Time Management, Management, Accounts Receivable, Accounts Payable, Access, Finance, Forecasting, Analysis, Managerial Finance, Financial Analysis, Accounting, Financial Reporting
Education
University of St. Thomas - Graduate School of Business 2005 — 2010
Master of Business Administration (M.B.A.), STRATEGIC MANAGEMENT
Minnesota State University, Mankato 1990 — 1994
Bachelor's Degree, Business Administration - Finance (Minor: Accounting)
Lake Crystal-Wellcome Memorial 1986 — 1990
High School, General Studies
Gretchen Schwarck Gretchen Schwarck's Ameriprise Financial Experience December 2007 - February 2009
Job Relationship Manager at US Bank
Industry Financial Services
Experience
US Bank November 2009 - Present
Ameriprise Financial December 2007 - February 2009
Ameriprise Finacial March 2006 - December 2007
Ameriprise Financial December 2004 - March 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2008
MBA
Minnesota State University, Mankato 1997 — 2001
US Bank November 2009 - Present
Ameriprise Financial December 2007 - February 2009
Ameriprise Finacial March 2006 - December 2007
Ameriprise Financial December 2004 - March 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2008
MBA
Minnesota State University, Mankato 1997 — 2001
Craig Linsday Craig Linsday's Ameriprise Financial Experience 2006 - 2008
Job Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency March 2010 - Present
Ameriprise Financial 2006 - 2008
Deloitte & Touche LLP 2004 - 2006
U.S. Bancorp 2001 - 2004
Office of the Comptroller of the Currency 2000 - 2001
KeyCorp 1998 - 2000
Federal Reserve System 1987 - 1998
Skills
Financial Risk, Risk Management, Internal Audit, Auditing, Enterprise Risk..., Internal Controls, Banking, Finance, Financial Analysis
Education
The George Washington University - School of Business 2001 — 2004
MBA, Finance
Michigan State University 1983 — 1987
BA, Financial Administration
Office of the Comptroller of the Currency March 2010 - Present
Ameriprise Financial 2006 - 2008
Deloitte & Touche LLP 2004 - 2006
U.S. Bancorp 2001 - 2004
Office of the Comptroller of the Currency 2000 - 2001
KeyCorp 1998 - 2000
Federal Reserve System 1987 - 1998
Skills
Financial Risk, Risk Management, Internal Audit, Auditing, Enterprise Risk..., Internal Controls, Banking, Finance, Financial Analysis
Education
The George Washington University - School of Business 2001 — 2004
MBA, Finance
Michigan State University 1983 — 1987
BA, Financial Administration
Jon Hornbeck Jon Hornbeck's Ameriprise Financial Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
Ameriprise Financial Advisors September 2006 - November 2008
Express 2001 - 2006
Quality Pontiac March 1999 - June 2001
Education
Michigan State University 1991 — 1997
Interdisciplanary Studies in Social Science
Michigan State University 1991 — 1997
Ameriprise Financial November 2008 - Present
Ameriprise Financial Advisors September 2006 - November 2008
Express 2001 - 2006
Quality Pontiac March 1999 - June 2001
Education
Michigan State University 1991 — 1997
Interdisciplanary Studies in Social Science
Michigan State University 1991 — 1997
Deb Dahl Deb Dahl's Ameriprise Financial Experience May 2006 - Present
Job Vice President Treasury Operations at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2006 - Present
GMAC ResCap 1998 - 2006
GMAC-RFC May 1997 - April 2005
Skills
Treasury Management, Treasury, Risk Management, Cash Management, Cash Flow Forecasting, Payments
Education
Minnesota State University, Mankato 1985 — 1989
Bachelor of Science (BS), Marketing / Management
Mankato East High School 1981 — 1984
Ameriprise Financial May 2006 - Present
GMAC ResCap 1998 - 2006
GMAC-RFC May 1997 - April 2005
Skills
Treasury Management, Treasury, Risk Management, Cash Management, Cash Flow Forecasting, Payments
Education
Minnesota State University, Mankato 1985 — 1989
Bachelor of Science (BS), Marketing / Management
Mankato East High School 1981 — 1984
Heather Kiehne Heather Kiehne's Ameriprise Financial Experience 2004 - 2009
Job Consultant
Industry Financial Services
Experience
TEKsystems July 2013 - Present
Hollstadt & Associates January 2012 - July 2013
Genesis10 August 2010 - October 2011
Ameriprise Financial 2004 - 2009
Ameriprise Financial 2000 - 2004
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1996 - 1999
Skills
Financial Services, Process Improvement, Business Process, Management, Team Leadership, Project Management
Education
Minnesota State University, Mankato 1990 — 1993
BA, Business Administration - Business Education
Bethany Lutheran College 1988 — 1990
AA, General
TEKsystems July 2013 - Present
Hollstadt & Associates January 2012 - July 2013
Genesis10 August 2010 - October 2011
Ameriprise Financial 2004 - 2009
Ameriprise Financial 2000 - 2004
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1996 - 1999
Skills
Financial Services, Process Improvement, Business Process, Management, Team Leadership, Project Management
Education
Minnesota State University, Mankato 1990 — 1993
BA, Business Administration - Business Education
Bethany Lutheran College 1988 — 1990
AA, General
Ryan Quilling's Ameriprise Financial Experience January 2011 - June 2013
Job Sr. Director, Capital Markets Sales Consulting
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial January 2011 - June 2013
RiverSource Distributors February 2010 - January 2011
Riversource Investments April 2009 - February 2010
Ameriprise Financial October 2006 - April 2009
Skills
Series 7, Annuities, Consultative Selling, Asset Management, Strategic Planning, Mutual Funds, Customer Relations, ETFs, Portfolio Management, Fixed Annuities, Financial Advisory, Selling, Customer Service, Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Series 63
Education
Minnesota State University, Mankato
Bachelor's, International Relations, Minor in History
Osseo Senior
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial January 2011 - June 2013
RiverSource Distributors February 2010 - January 2011
Riversource Investments April 2009 - February 2010
Ameriprise Financial October 2006 - April 2009
Skills
Series 7, Annuities, Consultative Selling, Asset Management, Strategic Planning, Mutual Funds, Customer Relations, ETFs, Portfolio Management, Fixed Annuities, Financial Advisory, Selling, Customer Service, Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Series 63
Education
Minnesota State University, Mankato
Bachelor's, International Relations, Minor in History
Osseo Senior
Rebecca Karner Rebecca Karner's Ameriprise Financial Experience August 2005 - August 2007
Job Vice President, Relationship Management at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust March 2012 - Present
Milliman January 2009 - November 2011
VALIC August 2007 - October 2008
Ameriprise Financial August 2005 - August 2007
Ameriprise Financial September 2000 - August 2005
Gray Communications, Inc August 1998 - September 2000
Medill News Service June 1997 - July 1998
Skills
Account Management, Business Strategy, Marketing Strategy, New Business Development, Business Relationship..., Project Management, Leadership, Management, Selling, Strategic Planning, Strategy, Sales, CRM, Financial Services, Relationship Management
Education
Northwestern University 1997 — 1998
MASTER OF SCIENCE, Journalism
Minnesota State University, Mankato 1992 — 1995
BS, Mass Communications
Rockford High School 1987 — 1991
University of Saint Thomas
Business Administration, Masters Certificate, Business Administration
University of Saint Thomas
Marketing Management, Masters Certificate, Marketing
Wells Fargo Institutional Retirement and Trust March 2012 - Present
Milliman January 2009 - November 2011
VALIC August 2007 - October 2008
Ameriprise Financial August 2005 - August 2007
Ameriprise Financial September 2000 - August 2005
Gray Communications, Inc August 1998 - September 2000
Medill News Service June 1997 - July 1998
Skills
Account Management, Business Strategy, Marketing Strategy, New Business Development, Business Relationship..., Project Management, Leadership, Management, Selling, Strategic Planning, Strategy, Sales, CRM, Financial Services, Relationship Management
Education
Northwestern University 1997 — 1998
MASTER OF SCIENCE, Journalism
Minnesota State University, Mankato 1992 — 1995
BS, Mass Communications
Rockford High School 1987 — 1991
University of Saint Thomas
Business Administration, Masters Certificate, Business Administration
University of Saint Thomas
Marketing Management, Masters Certificate, Marketing
Brandon Klingenmaier, AU, AINS Brandon Klingenmaier, AU, AINS's Ameriprise Financial Experience June 2008 - December 2008
Job Commercial Field Underwriter
Industry Insurance
Experience
The Hanover Insurance Group April 2015 - Present
West Bend Mutual Insurance August 2013 - April 2015
Secura Insurance April 2012 - August 2013
West Bend Mutual Insurance January 2010 - April 2012
United Parcel Service of America December 2009 - January 2010
Hotflame Gas, Inc May 2009 - November 2009
State Farm Insurance December 2008 - January 2009
Ameriprise Financial June 2008 - December 2008
MTU Motor Pool/Central Stores May 2005 - May 2008
Jasper's August 2003 - May 2008
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Risk Analysis, Customer Service, Training, Risk Management, Claim, Management, General Insurance
Education
Michigan Technological University 2002 — 2008
Bachelor's, Business Administration; Management and Marketing
The Hanover Insurance Group April 2015 - Present
West Bend Mutual Insurance August 2013 - April 2015
Secura Insurance April 2012 - August 2013
West Bend Mutual Insurance January 2010 - April 2012
United Parcel Service of America December 2009 - January 2010
Hotflame Gas, Inc May 2009 - November 2009
State Farm Insurance December 2008 - January 2009
Ameriprise Financial June 2008 - December 2008
MTU Motor Pool/Central Stores May 2005 - May 2008
Jasper's August 2003 - May 2008
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Risk Analysis, Customer Service, Training, Risk Management, Claim, Management, General Insurance
Education
Michigan Technological University 2002 — 2008
Bachelor's, Business Administration; Management and Marketing
Lorraine Schaus Lorraine Schaus's Ameriprise Financial Experience September 1997 - July 2006
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Wealtherly Consulting April 2011 - October 2011
RiverSource Distributors August 2006 - December 2010
Ameriprise Financial September 1997 - July 2006
Skills
Team Building, Project Management, Financial Services, Vendor Management, Business Process..., Program Management, MS Project, Project Portfolio..., Business Analysis
Education
Michigan State University 1986 — 1990
BA, International Relations
Ameriprise Financial Services, Inc. October 2011 - Present
Wealtherly Consulting April 2011 - October 2011
RiverSource Distributors August 2006 - December 2010
Ameriprise Financial September 1997 - July 2006
Skills
Team Building, Project Management, Financial Services, Vendor Management, Business Process..., Program Management, MS Project, Project Portfolio..., Business Analysis
Education
Michigan State University 1986 — 1990
BA, International Relations
Scott Leland Scott Leland's Ameriprise Financial Experience May 2000 - June 2010
Job Annuity Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2000 - June 2010
Ameriprise Financial February 1995 - May 2000
Ameriprise Financial March 1991 - February 1995
Education
University of St. Thomas - Opus College of Business 1988 — 1990
MBA Business Administration, Finance
Minnesota State University, Mankato
BS Business Administration, Economics
Ameriprise Financial May 2000 - June 2010
Ameriprise Financial February 1995 - May 2000
Ameriprise Financial March 1991 - February 1995
Education
University of St. Thomas - Opus College of Business 1988 — 1990
MBA Business Administration, Finance
Minnesota State University, Mankato
BS Business Administration, Economics
Christopher Meyer, CFP® Christopher Meyer, CFP®'s Ameriprise Financial Experience March 2005 - July 2007
Job Vice President, Lead Segment Strategist The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2013 - Present
US Bank July 2007 - September 2013
Ameriprise Financial March 2005 - July 2007
Securian Financial Group March 1997 - March 2005
People's National Bank April 1995 - March 1997
North Star Resource Group August 1992 - April 1995
Skills
Wealth Management, Strategic Financial..., Investment Management, Team Building, Retirement Planning, Private Banking, Project Management, Estate Planning, Personal Trust, Insurance Services, Team Communication &..., Insurance, Asset Allocation, Finance, Banking, Wealth, Portfolio Management, Investments, Financial Services, Management
Education
University of Saint Thomas - School of Business 2002 — 2007
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing and Management
Minnesota State University, Mankato
CERTIFIED FINANCIAL PLANNER™ Education Program
U.S. Bank September 2013 - Present
US Bank July 2007 - September 2013
Ameriprise Financial March 2005 - July 2007
Securian Financial Group March 1997 - March 2005
People's National Bank April 1995 - March 1997
North Star Resource Group August 1992 - April 1995
Skills
Wealth Management, Strategic Financial..., Investment Management, Team Building, Retirement Planning, Private Banking, Project Management, Estate Planning, Personal Trust, Insurance Services, Team Communication &..., Insurance, Asset Allocation, Finance, Banking, Wealth, Portfolio Management, Investments, Financial Services, Management
Education
University of Saint Thomas - School of Business 2002 — 2007
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing and Management
Minnesota State University, Mankato
CERTIFIED FINANCIAL PLANNER™ Education Program
Robert Vogt Robert Vogt's Ameriprise Financial Experience November 2010 - February 2012
Job Senior Software Developer Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2012 - Present
Bionic Software Solutions October 2010 - Present
Ameriprise Financial November 2010 - February 2012
Data Recognition Corporation January 2007 - December 2010
Digineer 2006 - 2007
Wells Fargo September 2005 - May 2006
Best Buy March 2004 - September 2005
Target Corp April 1998 - March 2002
Ameriprise Financial 1997 - 1999
Skills
T-SQL, .NET, VB.NET, Visual Studio, ASP.NET, Oracle, SQL, Visio, Databases, Microsoft SQL Server, C#, Web Applications, Software Development, SDLC, WCF, JavaScript, ASP, Programming, Software Engineering, TFS, Visual Basic, C#.NET, SQL Server, Database Administration, HTML, MSMQ, FTP, Database Management, Coaching, Photoshop, PDF, Business Process, Automation, Process Engineering, IIS, Web Services, XML, Agile, AJAX, Database Development, WinForms, Application Development, WPF, OOP, jQuery, AngularJS, RestAngular, Web Services API
Education
Minnesota School of Business 1999 — 2001
AAS, Software Engineer
Globe College 1998 — 2001
Associate of Arts, and Sciences
Edison High School 1987 — 1990
Diploma, Emphasis computer programming
Wells Fargo February 2012 - Present
Bionic Software Solutions October 2010 - Present
Ameriprise Financial November 2010 - February 2012
Data Recognition Corporation January 2007 - December 2010
Digineer 2006 - 2007
Wells Fargo September 2005 - May 2006
Best Buy March 2004 - September 2005
Target Corp April 1998 - March 2002
Ameriprise Financial 1997 - 1999
Skills
T-SQL, .NET, VB.NET, Visual Studio, ASP.NET, Oracle, SQL, Visio, Databases, Microsoft SQL Server, C#, Web Applications, Software Development, SDLC, WCF, JavaScript, ASP, Programming, Software Engineering, TFS, Visual Basic, C#.NET, SQL Server, Database Administration, HTML, MSMQ, FTP, Database Management, Coaching, Photoshop, PDF, Business Process, Automation, Process Engineering, IIS, Web Services, XML, Agile, AJAX, Database Development, WinForms, Application Development, WPF, OOP, jQuery, AngularJS, RestAngular, Web Services API
Education
Minnesota School of Business 1999 — 2001
AAS, Software Engineer
Globe College 1998 — 2001
Associate of Arts, and Sciences
Edison High School 1987 — 1990
Diploma, Emphasis computer programming
Sean Bezdicek Sean Bezdicek's Ameriprise Financial Experience August 2006 - August 2010
Job Senior Instructional Systems Designer
Industry E-Learning
Experience
Fulcrum February 2015 - Present
LearnQuest January 2012 - January 2015
Independent August 2010 - February 2012
Ameriprise Financial August 2006 - August 2010
Capella University April 2006 - August 2006
Eden Prairie High School August 2005 - April 2006
University of Minnesota January 2004 - August 2005
National American University August 2002 - December 2003
CAD Technology Center November 1999 - August 2002
American Premeiere Mortgage August 1998 - October 1999
Skills
Instructional Design, Needs Analysis, Blended Learning, Organizational..., E-Learning, Employee Training, Staff Development, Training, Corporate Training, Captivate, Social Media, Curriculum Design, Adult Education, Learning Management..., Learning Management, Instructional Technology, ADDIE, Consulting, Leadership, Management, Project Management, Program Management, Strategy, Process Improvement, Instructor-led Training, Mentoring, Training Delivery
Education
University of Minnesota-Twin Cities 2000 — 2003
M.ed, Learning Technologies
Minnesota State University, Mankato 1990 — 1995
B.S, Business & Technology Education
Fulcrum February 2015 - Present
LearnQuest January 2012 - January 2015
Independent August 2010 - February 2012
Ameriprise Financial August 2006 - August 2010
Capella University April 2006 - August 2006
Eden Prairie High School August 2005 - April 2006
University of Minnesota January 2004 - August 2005
National American University August 2002 - December 2003
CAD Technology Center November 1999 - August 2002
American Premeiere Mortgage August 1998 - October 1999
Skills
Instructional Design, Needs Analysis, Blended Learning, Organizational..., E-Learning, Employee Training, Staff Development, Training, Corporate Training, Captivate, Social Media, Curriculum Design, Adult Education, Learning Management..., Learning Management, Instructional Technology, ADDIE, Consulting, Leadership, Management, Project Management, Program Management, Strategy, Process Improvement, Instructor-led Training, Mentoring, Training Delivery
Education
University of Minnesota-Twin Cities 2000 — 2003
M.ed, Learning Technologies
Minnesota State University, Mankato 1990 — 1995
B.S, Business & Technology Education
Chad Bimler Chad Bimler's Ameriprise Financial Experience July 2007 - March 2009
Job Business Systems Analyst at Syntel
Industry Information Technology and Services
Experience
Syntel November 2009 - Present
Ameriprise Financial July 2007 - March 2009
Ameriprise Financial February 2005 - July 2007
Ameriprise Financial April 2001 - February 2005
Skills
Business Analysis, Testing, SDLC, Project Management, PMO, Systems Analysis, Vendor Management, Insurance, Interviews, Risk Management, DB2, Requirements Management, Program Management, Visio, Leadership, Requirements Analysis, Product Development, Project Planning, Process Improvement, Finance, Requirements Gathering, Software Project..., PMP, Time Management, Human Resources, Management, Budgets, Business Requirements
Education
Minnesota State University, Moorhead 1989 — 1992
BS, Finance
North Dakota State College of Science 1987 — 1989
AA, Business Administration
Syntel November 2009 - Present
Ameriprise Financial July 2007 - March 2009
Ameriprise Financial February 2005 - July 2007
Ameriprise Financial April 2001 - February 2005
Skills
Business Analysis, Testing, SDLC, Project Management, PMO, Systems Analysis, Vendor Management, Insurance, Interviews, Risk Management, DB2, Requirements Management, Program Management, Visio, Leadership, Requirements Analysis, Product Development, Project Planning, Process Improvement, Finance, Requirements Gathering, Software Project..., PMP, Time Management, Human Resources, Management, Budgets, Business Requirements
Education
Minnesota State University, Moorhead 1989 — 1992
BS, Finance
North Dakota State College of Science 1987 — 1989
AA, Business Administration
Jim Lund, CFP, MBA Jim Lund, CFP, MBA's Ameriprise Financial Experience August 1986 - October 2013
Job Partner at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners August 2008 - Present
NorthRock Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. December 2010 - October 2013
Ameriprise Financial August 1986 - October 2013
Ameriprise Financial Advisors August 1986 - December 2010
American Express Financial Advisors 1986 - 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Services, Wealth, Asset Management, Strategic Planning, Insurance, Finance, Small Business, Wealth Management..., Risk Management, Investment Management, Tax
Education
Minnesota State University, Mankato 1985 — 1986
Master of Business Administration (MBA), Marketing/Management
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Major: Biology; Minors: Chemistry and Business Administration
NorthRock Partners August 2008 - Present
NorthRock Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. December 2010 - October 2013
Ameriprise Financial August 1986 - October 2013
Ameriprise Financial Advisors August 1986 - December 2010
American Express Financial Advisors 1986 - 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Services, Wealth, Asset Management, Strategic Planning, Insurance, Finance, Small Business, Wealth Management..., Risk Management, Investment Management, Tax
Education
Minnesota State University, Mankato 1985 — 1986
Master of Business Administration (MBA), Marketing/Management
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Major: Biology; Minors: Chemistry and Business Administration
Paul Treuting, CRPC®, MBA Paul Treuting, CRPC®, MBA's Ameriprise Financial Experience April 2010 - Present
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
JP Morgan Chase June 2003 - April 2010
Education
Millsaps College 2001 — 2003
MBA, Portfolio Management, Finance
Mississippi College 1997 — 2001
BA, Piano
Bryan Bell Metropolitan Leadership Forum
Archbishop Rummel 1992 — 1997
High School
St. Ann 1983 — 1992
Grammar and Middle School
Ameriprise Financial April 2010 - Present
JP Morgan Chase June 2003 - April 2010
Education
Millsaps College 2001 — 2003
MBA, Portfolio Management, Finance
Mississippi College 1997 — 2001
BA, Piano
Bryan Bell Metropolitan Leadership Forum
Archbishop Rummel 1992 — 1997
High School
St. Ann 1983 — 1992
Grammar and Middle School
Kendra Olive, CMP® Kendra Olive, CMP®'s Ameriprise Financial Experience October 2005 - November 2012
Job Lead Strategic Meeting Management Program at Medtronic | Driving Results through Collaboration & Adaptive Design
Industry Medical Devices
Experience
Medtronic November 2012 - Present
Ameriprise Financial October 2005 - November 2012
American Express Financial Advisors 2000 - 2005
Skills
Strategic Planning, Event Planning, Meeting Management, Curriculum Design, Content Development, Marketing Communications, Brand Developement, Marketing Research, Incentive Programs, Compensation Structure..., Program Launch, Product Launch, Program Evaluation, Budget Setting, Budget Reconciliation, Team Leadership, Employee Engagement, Employee Recognition, Cost Benefit Analysis, ROI Optimization, Contract Negotiation, Worksite Health..., Health Program Planning, Problem Solving, Influence Others, Advisory Boards, Sales Support Tools, Microsoft Office, ADDIE, Thought Leadership, Situational Leadership, Business Process..., Business Transformation, Organization &..., Multi Tasking, Team Building, Event Management, Event Coordination, Content Writing, Program Coordination, Building Relationships, Healthcare, Financial Services, Financial Planning, Fixed and Variable..., Mortgages, Lending, Banking, Relationship Management, Cross-functional Team...
Education
Minnesota State University, Mankato
Masters of Science (M.S.), Community Health - Minor in Worksite Health Promotion
Minnesota State University, Mankato
Bachelor of Science (B.S.), Psychology - Minor in Community Health
Medtronic November 2012 - Present
Ameriprise Financial October 2005 - November 2012
American Express Financial Advisors 2000 - 2005
Skills
Strategic Planning, Event Planning, Meeting Management, Curriculum Design, Content Development, Marketing Communications, Brand Developement, Marketing Research, Incentive Programs, Compensation Structure..., Program Launch, Product Launch, Program Evaluation, Budget Setting, Budget Reconciliation, Team Leadership, Employee Engagement, Employee Recognition, Cost Benefit Analysis, ROI Optimization, Contract Negotiation, Worksite Health..., Health Program Planning, Problem Solving, Influence Others, Advisory Boards, Sales Support Tools, Microsoft Office, ADDIE, Thought Leadership, Situational Leadership, Business Process..., Business Transformation, Organization &..., Multi Tasking, Team Building, Event Management, Event Coordination, Content Writing, Program Coordination, Building Relationships, Healthcare, Financial Services, Financial Planning, Fixed and Variable..., Mortgages, Lending, Banking, Relationship Management, Cross-functional Team...
Education
Minnesota State University, Mankato
Masters of Science (M.S.), Community Health - Minor in Worksite Health Promotion
Minnesota State University, Mankato
Bachelor of Science (B.S.), Psychology - Minor in Community Health
Jeremy Newbold Jeremy Newbold's Ameriprise Financial Experience 2000 - 2011
Job Digital Project Management Office
Industry Financial Services
Experience
U.S. Bank 2015 - Present
RBC Wealth Management 2014 - 2015
RBC Wealth Management June 2013 - July 2014
Fulcrum Consulting 2013 - July 2014
Daugherty Business Solutions 2012 - 2013
Express Scripts 2012 - 2013
RBC Wealth Management 2011 - October 2012
The Willow Group 2011 - 2012
Ameriprise Financial 2000 - 2011
Teleconcepts 1997 - 2000
Skills
Business Analysis, SDLC, Business Process, Management, Requirements Gathering, Project Management, Business Intelligence, Leadership, Process Improvement, Financial Services, Vendor Management, Change Management, Integration, Cross-functional Team..., Business Requirements, Consulting, Business Process..., PMO, Strategic Planning, Requirements Analysis, Agile Methodologies, Operations Management, Quality Assurance, Management Consulting, Business Process Design, User Acceptance Testing, Analysis, Project Delivery, Project Portfolio..., Product Development, User Experience, Use Case Analysis, Business Process..., Business Architecture, Visio, Business Process Mapping, Systems Analysis, Testing, IT Strategy, Software Project...
Education
Minnesota State University, Mankato 1999 — 2000
Political Science
North Hennepin Community College 1996 — 1999
U.S. Bank 2015 - Present
RBC Wealth Management 2014 - 2015
RBC Wealth Management June 2013 - July 2014
Fulcrum Consulting 2013 - July 2014
Daugherty Business Solutions 2012 - 2013
Express Scripts 2012 - 2013
RBC Wealth Management 2011 - October 2012
The Willow Group 2011 - 2012
Ameriprise Financial 2000 - 2011
Teleconcepts 1997 - 2000
Skills
Business Analysis, SDLC, Business Process, Management, Requirements Gathering, Project Management, Business Intelligence, Leadership, Process Improvement, Financial Services, Vendor Management, Change Management, Integration, Cross-functional Team..., Business Requirements, Consulting, Business Process..., PMO, Strategic Planning, Requirements Analysis, Agile Methodologies, Operations Management, Quality Assurance, Management Consulting, Business Process Design, User Acceptance Testing, Analysis, Project Delivery, Project Portfolio..., Product Development, User Experience, Use Case Analysis, Business Process..., Business Architecture, Visio, Business Process Mapping, Systems Analysis, Testing, IT Strategy, Software Project...
Education
Minnesota State University, Mankato 1999 — 2000
Political Science
North Hennepin Community College 1996 — 1999
Ed Ankrum Ed Ankrum's Ameriprise Financial Experience 1997 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial 1997 - Present
American Express Financial Advisors 1986 - 1997
American Express Financial Advisors 1982 - 1986
IDS Financial Services, Inc 1979 - 1982
Education
Minnesota State University, Mankato 1973 — 1977
BS Teaching, English; Speech and Theatre
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial 1997 - Present
American Express Financial Advisors 1986 - 1997
American Express Financial Advisors 1982 - 1986
IDS Financial Services, Inc 1979 - 1982
Education
Minnesota State University, Mankato 1973 — 1977
BS Teaching, English; Speech and Theatre
Paula Schuldt Paula Schuldt's Ameriprise Financial Experience July 2007 - November 2012
Job Project Manager at US Bank.
Industry Financial Services
Experience
Ameriprise Financial July 2007 - November 2012
GMAC ResCap 2006 - 2007
GMAC ResCap 2005 - 2006
Skills
Financial Risk, Financial Services, Finance, Sarbanes-Oxley, Mergers & Acquisitions, Leadership, Strategic Financial..., Process Improvement, Financial Analysis, Auditing, Risk Management, Internal Controls, Business Process..., Loans, Financial Modeling, Portfolio Management, Sarbanes-Oxley Act, Business Analysis
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), (Marketing, Management, Industrial Relations, Economics)
Ameriprise Financial July 2007 - November 2012
GMAC ResCap 2006 - 2007
GMAC ResCap 2005 - 2006
Skills
Financial Risk, Financial Services, Finance, Sarbanes-Oxley, Mergers & Acquisitions, Leadership, Strategic Financial..., Process Improvement, Financial Analysis, Auditing, Risk Management, Internal Controls, Business Process..., Loans, Financial Modeling, Portfolio Management, Sarbanes-Oxley Act, Business Analysis
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), (Marketing, Management, Industrial Relations, Economics)
Garrett Hammerstrom Garrett Hammerstrom's Ameriprise Financial Experience January 2011 - September 2011
Job Senior Regional Sales Director RiverSource Insurance New York Metro Territory
Industry Financial Services
Experience
RiverSource Insurance at Ameriprise Financial September 2011 - Present
Ameriprise Financial January 2011 - September 2011
The Stonebridge Group of Thrivent Financial for Lutherans December 2005 - January 2011
Skills
Sales, Finance, Series 7, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Life Insurance, Estate Planning, 401k, Disability Insurance, Asset Allocation, Financial Services, Financial Advisory, Asset Management, Salesforce.com, Portfolio Management, Long-term Care, Securities, Investment Advisory, Sales Management, Equities, Term Life Insurance, Employee Benefits, IRAs, Financial Planners
Education
Minnesota State University, Mankato 2001 — 2003
RiverSource Insurance at Ameriprise Financial September 2011 - Present
Ameriprise Financial January 2011 - September 2011
The Stonebridge Group of Thrivent Financial for Lutherans December 2005 - January 2011
Skills
Sales, Finance, Series 7, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Life Insurance, Estate Planning, 401k, Disability Insurance, Asset Allocation, Financial Services, Financial Advisory, Asset Management, Salesforce.com, Portfolio Management, Long-term Care, Securities, Investment Advisory, Sales Management, Equities, Term Life Insurance, Employee Benefits, IRAs, Financial Planners
Education
Minnesota State University, Mankato 2001 — 2003
Ashley Woods Ashley Woods's Ameriprise Financial Experience November 2005 - July 2012
Job Financial Planner at E3 Wealth Management
Industry Financial Services
Experience
E3 Wealth Management August 2015 - Present
Lightship Wealth Strategies, Inc. June 2013 - August 2015
Loring, Wolcott & Coolidge July 2012 - June 2013
Ameriprise Financial November 2005 - July 2012
Kaiser Associates June 2002 - July 2003
Skills
Investment Strategies, Series 7, Financial Analysis, Customer-focused, Process Improvement, Insurance, Series 66, Financial Planning, Retirement Planning, Mutual Funds, Asset Allocation
Education
Middlebury College 1998 — 2002
B.A., Economics & German
Webb School of Knoxville
E3 Wealth Management August 2015 - Present
Lightship Wealth Strategies, Inc. June 2013 - August 2015
Loring, Wolcott & Coolidge July 2012 - June 2013
Ameriprise Financial November 2005 - July 2012
Kaiser Associates June 2002 - July 2003
Skills
Investment Strategies, Series 7, Financial Analysis, Customer-focused, Process Improvement, Insurance, Series 66, Financial Planning, Retirement Planning, Mutual Funds, Asset Allocation
Education
Middlebury College 1998 — 2002
B.A., Economics & German
Webb School of Knoxville
Melissa LeGrand's Ameriprise Financial Experience 2010 - Present
Job Marketing Manager, Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 2010 - Present
Skills
Marketing, Social Networking, Social Skills, Relationship Marketing, Customer Service, Event Planning, Financial Services, Nonprofits, Idea Generation, Investments, Photography, Retirement Planning, Retirement
Education
Middle Tennessee State University 2005 — 2009
BBA, Marketing
Ameriprise Financial 2010 - Present
Skills
Marketing, Social Networking, Social Skills, Relationship Marketing, Customer Service, Event Planning, Financial Services, Nonprofits, Idea Generation, Investments, Photography, Retirement Planning, Retirement
Education
Middle Tennessee State University 2005 — 2009
BBA, Marketing
Brad Dirksen Brad Dirksen's Ameriprise Financial Experience October 2000 - January 2007
Job Regional Vice President at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions May 2015 - Present
The Retirement Advantage, Inc. June 2008 - April 2015
OptumHealth January 2007 - April 2008
Ameriprise Financial October 2000 - January 2007
American Express Financial Advisors May 1998 - October 2000
Principal Financial Group 1995 - 1998
Skills
401k, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Business Analysis, Retirement, New Business Development, Defined Benefit, ERISA, Project Management, Team Building, Process Improvement, Business Planning, Risk Management, Qualified Retirement..., Analysis, Negotiation, Coaching, Financial Analysis, Strategy, Customer Service, Product Management
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA, Management
Forest City High School
Minnesota State University, Mankato
BS, Finance, Real Estate, Insurance, Accounting
CUNA Mutual Retirement Solutions May 2015 - Present
The Retirement Advantage, Inc. June 2008 - April 2015
OptumHealth January 2007 - April 2008
Ameriprise Financial October 2000 - January 2007
American Express Financial Advisors May 1998 - October 2000
Principal Financial Group 1995 - 1998
Skills
401k, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Business Analysis, Retirement, New Business Development, Defined Benefit, ERISA, Project Management, Team Building, Process Improvement, Business Planning, Risk Management, Qualified Retirement..., Analysis, Negotiation, Coaching, Financial Analysis, Strategy, Customer Service, Product Management
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA, Management
Forest City High School
Minnesota State University, Mankato
BS, Finance, Real Estate, Insurance, Accounting
Jay Rasula Jay Rasula's Ameriprise Financial Experience 2006 - Present
Job VP, HR Services at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
St. Jude Medical 2005 - 2006
RBC 1999 - 2005
Piper Jaffray 1996 - 1999
Ceridian 1995 - 1996
Wilsons Leather 1991 - 1995
ADC 1990 - 1991
Fingerhut 1985 - 1990
Education
Minnesota State University, Mankato
BS, Industrial Relations, Computer Science
Ameriprise Financial 2006 - Present
St. Jude Medical 2005 - 2006
RBC 1999 - 2005
Piper Jaffray 1996 - 1999
Ceridian 1995 - 1996
Wilsons Leather 1991 - 1995
ADC 1990 - 1991
Fingerhut 1985 - 1990
Education
Minnesota State University, Mankato
BS, Industrial Relations, Computer Science
Tiffani L. Childs, CFP®'s Ameriprise Financial Experience January 2011 - July 2012
Job Manager Franchise Engagement & Recruiting
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Modera Wealth Management, LLC January 2015 - September 2015
Creative Financial Group of NJ July 2014 - January 2015
The Guardian Life Insurance Company of America July 2012 - July 2014
Ameriprise Financial January 2011 - July 2012
Ameriprise Financial April 2009 - January 2011
Ameriprise Financial October 2006 - April 2009
Ameriprise Financial Services, Inc. September 2004 - October 2006
Skills
Strategic Financial..., Financial Planning, Retirement Planning, Series 7, Investments, Financial Advisory, Coaching, Insurance, Financial Services, Leadership, Marketing, Finance, Uniform Combined State..., Sales, Wealth Management, Strategic Planning, Mutual Funds, Retirement, Staff Development, 401k, Series 63, Fixed Annuities, Morningstar, Analysis, Employee Benefits, CRM, Securities, Life Insurance, Content Development, Training & Development, Case Analysis, Salesforce.com, Staff Training, Investment Advisory, Investment Strategies, Estate Planning, Management, Asset Management, Disability Insurance, Recruiting, Leadership Development
Education
Minnesota State University, Mankato 2008 — 2009
Financial Planning Certificate
Minnesota State University, Mankato 2000 — 2004
BS, Mass Communications Public Relations
Maple Grove Senior High 1996 — 2000
General
Ameriprise Financial Services, Inc. September 2015 - Present
Modera Wealth Management, LLC January 2015 - September 2015
Creative Financial Group of NJ July 2014 - January 2015
The Guardian Life Insurance Company of America July 2012 - July 2014
Ameriprise Financial January 2011 - July 2012
Ameriprise Financial April 2009 - January 2011
Ameriprise Financial October 2006 - April 2009
Ameriprise Financial Services, Inc. September 2004 - October 2006
Skills
Strategic Financial..., Financial Planning, Retirement Planning, Series 7, Investments, Financial Advisory, Coaching, Insurance, Financial Services, Leadership, Marketing, Finance, Uniform Combined State..., Sales, Wealth Management, Strategic Planning, Mutual Funds, Retirement, Staff Development, 401k, Series 63, Fixed Annuities, Morningstar, Analysis, Employee Benefits, CRM, Securities, Life Insurance, Content Development, Training & Development, Case Analysis, Salesforce.com, Staff Training, Investment Advisory, Investment Strategies, Estate Planning, Management, Asset Management, Disability Insurance, Recruiting, Leadership Development
Education
Minnesota State University, Mankato 2008 — 2009
Financial Planning Certificate
Minnesota State University, Mankato 2000 — 2004
BS, Mass Communications Public Relations
Maple Grove Senior High 1996 — 2000
General
Sandra Haviland's Ameriprise Financial Experience September 2014 - August 2015
Job User Experience Engineer
Industry Utilities
Experience
NWP Services Corporation August 2015 - Present
Ameriprise Financial September 2014 - August 2015
Wonderland Designs, LLC August 2013 - August 2015
Halls & Company April 2014 - September 2014
FindLaw, a Thomson Reuters business December 2004 - July 2013
Halls & Company December 2000 - December 2005
Skills
Web Design, Graphic Design, SEO, Website Development, User Experience, Dreamweaver, User Interface Design, Logo Design, Layout, WordPress, Adobe Creative Suite, Photoshop, Flash, Brochures, Online Marketing, Graphics, Usability, Customer Service, SEM, Content Management, Information Architecture, Online Advertising, CSS, Microsoft Office, Social Media Marketing, Digital Marketing, User Interface, Social Media, Marketing
Education
Minnesota School of Business-Brooklyn Center 2000 — 2002
Associate of Arts and Sciences (AAS), E-Commerce/Electronic Commerce
Centennial High School 1996 — 1999
NWP Services Corporation August 2015 - Present
Ameriprise Financial September 2014 - August 2015
Wonderland Designs, LLC August 2013 - August 2015
Halls & Company April 2014 - September 2014
FindLaw, a Thomson Reuters business December 2004 - July 2013
Halls & Company December 2000 - December 2005
Skills
Web Design, Graphic Design, SEO, Website Development, User Experience, Dreamweaver, User Interface Design, Logo Design, Layout, WordPress, Adobe Creative Suite, Photoshop, Flash, Brochures, Online Marketing, Graphics, Usability, Customer Service, SEM, Content Management, Information Architecture, Online Advertising, CSS, Microsoft Office, Social Media Marketing, Digital Marketing, User Interface, Social Media, Marketing
Education
Minnesota School of Business-Brooklyn Center 2000 — 2002
Associate of Arts and Sciences (AAS), E-Commerce/Electronic Commerce
Centennial High School 1996 — 1999
James Brignall's Ameriprise Financial Experience September 2010 - Present
Job Chief Operating Officer at St.Pierre & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial September 2010 - Present
Chas' Sports Pub/Restaurant January 2008 - April 2011
Ameriprise Financial February 2006 - November 2008
Ameriprise Financial July 2004 - February 2006
American Express Financial Advisors April 2002 - July 2004
American Express Financial Advisors January 2000 - April 2002
American Express Financial Advisors February 1998 - January 2000
Education
Minnesota State University, Mankato 1990 — 1994
BA, Finance/Accounting
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial September 2010 - Present
Chas' Sports Pub/Restaurant January 2008 - April 2011
Ameriprise Financial February 2006 - November 2008
Ameriprise Financial July 2004 - February 2006
American Express Financial Advisors April 2002 - July 2004
American Express Financial Advisors January 2000 - April 2002
American Express Financial Advisors February 1998 - January 2000
Education
Minnesota State University, Mankato 1990 — 1994
BA, Finance/Accounting
Peter Schmitz CFA, CFP® Peter Schmitz CFA, CFP®'s Ameriprise Financial Experience January 2008 - August 2009
Job Portfolio Manager at Stiles Financial Services, Inc. | Fiduciary Financial Planning and Customized Wealth Management
Industry Investment Management
Experience
Stiles Financial Services, Inc. November 2013 - Present
Merrill Lynch January 2013 - November 2013
Merrill Lynch October 2011 - January 2013
Ameriprise Financial January 2008 - August 2009
Ameriprise Financial March 2006 - January 2008
Ameriprise Financial September 2004 - March 2006
Steak Knife Restaurant February 2002 - August 2004
Schmitz Bros. Dairy Farm January 1998 - January 2002
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Finance, Retirement Planning, Series 7, Uniform Combined State..., Mutual Funds, Investment Advisory, Asset Allocation, Financial Goals, Financial Advisory, Retirement, Alternative Investments, Risk Management, Wealth Accumulation, 401k
Education
University of Minnesota - Carlson School of Management 1993 — 1998
Bachelor of Science, Business - BSB, Finance
Minnesota State University, Mankato 2006 — 2007
Certified Financial Planning Program
Stiles Financial Services, Inc. November 2013 - Present
Merrill Lynch January 2013 - November 2013
Merrill Lynch October 2011 - January 2013
Ameriprise Financial January 2008 - August 2009
Ameriprise Financial March 2006 - January 2008
Ameriprise Financial September 2004 - March 2006
Steak Knife Restaurant February 2002 - August 2004
Schmitz Bros. Dairy Farm January 1998 - January 2002
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Finance, Retirement Planning, Series 7, Uniform Combined State..., Mutual Funds, Investment Advisory, Asset Allocation, Financial Goals, Financial Advisory, Retirement, Alternative Investments, Risk Management, Wealth Accumulation, 401k
Education
University of Minnesota - Carlson School of Management 1993 — 1998
Bachelor of Science, Business - BSB, Finance
Minnesota State University, Mankato 2006 — 2007
Certified Financial Planning Program
Cid Rode Cid Rode's Ameriprise Financial Experience January 2005 - December 2008
Job Placement Specialist at Rise, Inc.
Industry Individual & Family Services
Experience
Rise, Inc. July 2015 - Present
Minnesota Network Hospice and Palliative Care January 2015 - Present
Fairview Home Care and Hospice February 2014 - Present
Intrepid Hospice March 2014 - August 2015
Dependable Home Health Care September 2014 - July 2015
Christopher & Banks February 2012 - October 2013
Catalina Marketing Services January 2011 - February 2012
Christopher & Banks August 2010 - January 2011
US Census Bureau January 2010 - July 2010
Ameriprise Financial January 2005 - December 2008
Skills
Forecasting, Strategic Planning, Production, Budget Development, Expense Management, Direct Marketing, Customer Relations, Analysis, Direct Mail, Email Marketing, Segmentation, Vendor Relations, Marketing Strategy, Vendor Management, Product Development, Process Improvement, Account Management, Budgets, Digital Marketing, Customer Service, Marketing, Advertising, Retail, Leadership, Management, Marketing Research, CRM, Lead Generation, Strategy, Salesforce.com, Business Analysis, Analytics
Education
Minnesota State University, Mankato 1974 — 1978
New Horizons
Rise, Inc. July 2015 - Present
Minnesota Network Hospice and Palliative Care January 2015 - Present
Fairview Home Care and Hospice February 2014 - Present
Intrepid Hospice March 2014 - August 2015
Dependable Home Health Care September 2014 - July 2015
Christopher & Banks February 2012 - October 2013
Catalina Marketing Services January 2011 - February 2012
Christopher & Banks August 2010 - January 2011
US Census Bureau January 2010 - July 2010
Ameriprise Financial January 2005 - December 2008
Skills
Forecasting, Strategic Planning, Production, Budget Development, Expense Management, Direct Marketing, Customer Relations, Analysis, Direct Mail, Email Marketing, Segmentation, Vendor Relations, Marketing Strategy, Vendor Management, Product Development, Process Improvement, Account Management, Budgets, Digital Marketing, Customer Service, Marketing, Advertising, Retail, Leadership, Management, Marketing Research, CRM, Lead Generation, Strategy, Salesforce.com, Business Analysis, Analytics
Education
Minnesota State University, Mankato 1974 — 1978
New Horizons
Jason Matz Jason Matz's Ameriprise Financial Experience May 2005 - February 2006
Job Retail Credit Analyst at TD Auto Finance
Industry Financial Services
Experience
Amerisure Insurance July 2015 - Present
TD Auto Finance June 2011 - July 2015
DTE Energy March 2009 - June 2011
Rochester Area Jaycees January 2009 - December 2009
National City Bank February 2008 - September 2008
Lincoln Financial Advisors March 2006 - October 2007
Ameriprise Financial May 2005 - February 2006
State Senator Alan Sanborn 2003 - 2004
Skills
Management, Portfolio Management, Finance, Analysis, Banking, Investments, Credit, Insurance, Customer Service
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
MBA, Accounting
Michigan State University 2000 — 2002
BA, Political Science
Amerisure Insurance July 2015 - Present
TD Auto Finance June 2011 - July 2015
DTE Energy March 2009 - June 2011
Rochester Area Jaycees January 2009 - December 2009
National City Bank February 2008 - September 2008
Lincoln Financial Advisors March 2006 - October 2007
Ameriprise Financial May 2005 - February 2006
State Senator Alan Sanborn 2003 - 2004
Skills
Management, Portfolio Management, Finance, Analysis, Banking, Investments, Credit, Insurance, Customer Service
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
MBA, Accounting
Michigan State University 2000 — 2002
BA, Political Science
Stacie Mihalik's Ameriprise Financial Experience June 2005 - September 2005
Job Inventing Desire | CustomerCentric Marketing
Industry Marketing and Advertising
Experience
AAA July 2012 - Present
Financial Engines February 2011 - March 2012
Seeds of Literacy August 2009 - February 2011
National City Bank July 2006 - July 2009
Ameriprise Financial June 2005 - September 2005
Payden & Rygel Investment Management April 2002 - April 2004
Kayne Anderson Rudnick Investment Management June 2000 - April 2002
Client Service Organizations 1996 - 2000
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Mutual Funds, Project Management, Investment Advisory, Web Analytics, Non-profits, Product Marketing, Integrated Marketing, Brand Management, Customer Experience, Customer Service, Direct Mail, Email Marketing, Content Development, Web Development, Campaign Execution, Private Banking, Retail Banking, Client Relationship..., Private Wealth..., Investment Products, Competitive Analysis, Management, Lead Generation, Market Research, Direct Marketing, Marketing, Marketing Management, Business Development, Product Management, Online Advertising, Market Planning, Leadership
Education
Michigan State University - The Eli Broad College of Business
M.B.A., Marketing and Finance
University of California, Los Angeles
B.A., American Literature
Aragon High School, San Mateo, CA
AAA July 2012 - Present
Financial Engines February 2011 - March 2012
Seeds of Literacy August 2009 - February 2011
National City Bank July 2006 - July 2009
Ameriprise Financial June 2005 - September 2005
Payden & Rygel Investment Management April 2002 - April 2004
Kayne Anderson Rudnick Investment Management June 2000 - April 2002
Client Service Organizations 1996 - 2000
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Mutual Funds, Project Management, Investment Advisory, Web Analytics, Non-profits, Product Marketing, Integrated Marketing, Brand Management, Customer Experience, Customer Service, Direct Mail, Email Marketing, Content Development, Web Development, Campaign Execution, Private Banking, Retail Banking, Client Relationship..., Private Wealth..., Investment Products, Competitive Analysis, Management, Lead Generation, Market Research, Direct Marketing, Marketing, Marketing Management, Business Development, Product Management, Online Advertising, Market Planning, Leadership
Education
Michigan State University - The Eli Broad College of Business
M.B.A., Marketing and Finance
University of California, Los Angeles
B.A., American Literature
Aragon High School, San Mateo, CA
Susan Traczyk Susan Traczyk's Ameriprise Financial Experience 2003 - 2007
Job Supply Chain Project Analyst at Medtronic
Industry Medical Devices
Experience
Medtronic June 2011 - Present
Medtronic October 2007 - June 2011
Ameriprise Financial 2003 - 2007
Fleming, Inc. 1985 - 2003
Skills
Cross-functional Team..., Process Improvement, Outlook, Strategic Planning, Leadership, Visio, Change Management, Vendor Management, Customer Service, Medical Devices, Project Management, SAP, Healthcare, Team Building, Six Sigma, Management, Continuous Improvement, Supply Chain, Program Management, Contract Negotiation, Inventory Management, Training, Operational Excellence, Procurement, Sourcing, Software Documentation
Education
Minnesota School of Business 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Medtronic June 2011 - Present
Medtronic October 2007 - June 2011
Ameriprise Financial 2003 - 2007
Fleming, Inc. 1985 - 2003
Skills
Cross-functional Team..., Process Improvement, Outlook, Strategic Planning, Leadership, Visio, Change Management, Vendor Management, Customer Service, Medical Devices, Project Management, SAP, Healthcare, Team Building, Six Sigma, Management, Continuous Improvement, Supply Chain, Program Management, Contract Negotiation, Inventory Management, Training, Operational Excellence, Procurement, Sourcing, Software Documentation
Education
Minnesota School of Business 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Perry Chalmers Perry Chalmers's Ameriprise Financial Experience June 1989 - September 2009
Job Sr. Business Analyst PMO, at OptumInsight
Industry Health, Wellness and Fitness
Experience
OptumInsight October 2011 - Present
Blue Flame Energy Consulting, LLC July 2010 - Present
OptumInsight February 2011 - September 2011
Ameriprise Financial June 1989 - September 2009
Skills
Oracle, Visio, Microsoft Office, Project Management, Business Analysis, Process Improvement, Business Requirements, Requirements Gathering, SDLC, PMO, Cross-functional Team..., Change Management, Data Warehousing, Data Analysis, Integration, User Acceptance Testing, Requirements Analysis, Software Documentation, Business Process..., Process Engineering, Analysis, Business Process, PMP, Project Portfolio..., Vendor Management, MS Project, Software Project..., SharePoint, Product Management, Access, Business Intelligence, Testing, Quality Assurance, Business Process Design, Enterprise Architecture, Risk Management, Business Process..., Agile Methodologies, Program Management, IT Strategy, CRM
Education
Minnesota State University, Mankato 1982 — 1984
Business, Management, Finance
OptumInsight October 2011 - Present
Blue Flame Energy Consulting, LLC July 2010 - Present
OptumInsight February 2011 - September 2011
Ameriprise Financial June 1989 - September 2009
Skills
Oracle, Visio, Microsoft Office, Project Management, Business Analysis, Process Improvement, Business Requirements, Requirements Gathering, SDLC, PMO, Cross-functional Team..., Change Management, Data Warehousing, Data Analysis, Integration, User Acceptance Testing, Requirements Analysis, Software Documentation, Business Process..., Process Engineering, Analysis, Business Process, PMP, Project Portfolio..., Vendor Management, MS Project, Software Project..., SharePoint, Product Management, Access, Business Intelligence, Testing, Quality Assurance, Business Process Design, Enterprise Architecture, Risk Management, Business Process..., Agile Methodologies, Program Management, IT Strategy, CRM
Education
Minnesota State University, Mankato 1982 — 1984
Business, Management, Finance
Dylan Grayson Dylan Grayson's Ameriprise Financial Experience October 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
Morgan Stanley Smith Barney July 2006 - October 2010
Entry Technologies February 2002 - June 2007
Education
Midwestern State University 2000 — 2004
University of Houston
Ameriprise Financial October 2010 - Present
Morgan Stanley Smith Barney July 2006 - October 2010
Entry Technologies February 2002 - June 2007
Education
Midwestern State University 2000 — 2004
University of Houston
John Ahrens John Ahrens's Ameriprise Financial Experience 2006 - 2010
Job Founder, World Community Development Programme
Industry International Trade and Development
Experience
Prospect Park Alliance March 2010 - Present
Association for Energy Affordability, Inc. February 2010 - Present
World Community Development Programme January 1998 - Present
Prospect Park Alliance 2010 - 2010
Ameriprise Financial 2006 - 2010
New York Road Runners 2009 - 2009
Built, Inc. July 2004 - December 2008
Charles R Drew University March 2000 - February 2004
Peace Corps June 1991 - July 1993
Skills
Grants, Nonprofits, Project Management, Community Development, Entrepreneurship, Fundraising, Training, Project Planning, Program Management, Grant Writing
Education
University of Phoenix 2001 — 2009
MBA, Public Administration
University of California, Los Angeles 1998 — 2000
MA, African Studies
University of Missouri-Columbia 1994 — 1996
MS, Wildlife Management
Michigan State University 1985 — 1990
BS, Fisheries and Wildlife Management, Zoology
Plymouth Canton HS 1982 — 1985
High School
Prospect Park Alliance March 2010 - Present
Association for Energy Affordability, Inc. February 2010 - Present
World Community Development Programme January 1998 - Present
Prospect Park Alliance 2010 - 2010
Ameriprise Financial 2006 - 2010
New York Road Runners 2009 - 2009
Built, Inc. July 2004 - December 2008
Charles R Drew University March 2000 - February 2004
Peace Corps June 1991 - July 1993
Skills
Grants, Nonprofits, Project Management, Community Development, Entrepreneurship, Fundraising, Training, Project Planning, Program Management, Grant Writing
Education
University of Phoenix 2001 — 2009
MBA, Public Administration
University of California, Los Angeles 1998 — 2000
MA, African Studies
University of Missouri-Columbia 1994 — 1996
MS, Wildlife Management
Michigan State University 1985 — 1990
BS, Fisheries and Wildlife Management, Zoology
Plymouth Canton HS 1982 — 1985
High School
Jim Madson Jim Madson's Ameriprise Financial Experience November 2006 - February 2008
Job Director of Member Engagement at International Association of Business Communicators Minnesota
Industry Marketing and Advertising
Experience
International Association of Business Communicators Minnesota June 2011 - Present
Larsen February 2008 - June 2014
Ameriprise Financial November 2006 - February 2008
Deluxe Corporation October 2005 - June 2006
Guild Incorporated April 2005 - October 2005
U.S. Bank - First American Funds January 1999 - April 2005
Piper Jaffray - Piper Capital Management August 1991 - January 1999
Unisys August 1987 - August 1991
Skills
Graphic Design, Integrated Marketing, Adobe Creative Suite, Email Marketing, Marketing, Product Marketing, Brand Development, Management, Leadership, Packaging, Strategy, Online Advertising, Photography, Direct Marketing, Digital Strategy, InDesign, Marketing Communications, Event Planning, Art Direction, Online Marketing, Graphics, Collateral, Brand Management, Digital Marketing, Web Design, Project Management, Fundraising, SEO, Budgets
Education
Minneapolis College of Art and Design 1983 — 1987
Bachelor of Fine Arts (BFA), Design and Photography
International Association of Business Communicators Minnesota June 2011 - Present
Larsen February 2008 - June 2014
Ameriprise Financial November 2006 - February 2008
Deluxe Corporation October 2005 - June 2006
Guild Incorporated April 2005 - October 2005
U.S. Bank - First American Funds January 1999 - April 2005
Piper Jaffray - Piper Capital Management August 1991 - January 1999
Unisys August 1987 - August 1991
Skills
Graphic Design, Integrated Marketing, Adobe Creative Suite, Email Marketing, Marketing, Product Marketing, Brand Development, Management, Leadership, Packaging, Strategy, Online Advertising, Photography, Direct Marketing, Digital Strategy, InDesign, Marketing Communications, Event Planning, Art Direction, Online Marketing, Graphics, Collateral, Brand Management, Digital Marketing, Web Design, Project Management, Fundraising, SEO, Budgets
Education
Minneapolis College of Art and Design 1983 — 1987
Bachelor of Fine Arts (BFA), Design and Photography
Tiphanie Means Tiphanie Means's Ameriprise Financial Experience June 2007 - December 2007
Job Paraplanner at Joern, Samaha & Associates
Industry Financial Services
Experience
Joern, Samaha & Associates October 2010 - Present
Eide Bailly LLP December 2007 - October 2010
Ameriprise Financial June 2007 - December 2007
Skills
Customer Service, Financial Reporting, PowerPoint, Microsoft Excel, Finance, Microsoft Office, Outlook, Microsoft Word, Budgets, Financial Analysis, Data Entry, Project Management, Strategic Planning
Education
Minnesota State University, Mankato 2001 — 2007
BS, Finance
Minnesota State University, Mankato 2001 — 2007
BA, Psychology
Joern, Samaha & Associates October 2010 - Present
Eide Bailly LLP December 2007 - October 2010
Ameriprise Financial June 2007 - December 2007
Skills
Customer Service, Financial Reporting, PowerPoint, Microsoft Excel, Finance, Microsoft Office, Outlook, Microsoft Word, Budgets, Financial Analysis, Data Entry, Project Management, Strategic Planning
Education
Minnesota State University, Mankato 2001 — 2007
BS, Finance
Minnesota State University, Mankato 2001 — 2007
BA, Psychology
Heather Philip Heather Philip's Ameriprise Financial Experience January 2001 - June 2010
Job Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
Yogaspace October 2010 - Present
J.P. Morgan November 2010 - Present
Ameriprise Financial January 2001 - June 2010
American Express Financial Advisors January 2000 - January 2001
American Express Financial Advisors January 1998 - January 2000
National Academy Foundation February 1994 - March 1998
Education
Middlebury College 1989 — 1993
BA, International Poli Sci & Hungarian
Yogaspace October 2010 - Present
J.P. Morgan November 2010 - Present
Ameriprise Financial January 2001 - June 2010
American Express Financial Advisors January 2000 - January 2001
American Express Financial Advisors January 1998 - January 2000
National Academy Foundation February 1994 - March 1998
Education
Middlebury College 1989 — 1993
BA, International Poli Sci & Hungarian
Amarilys Mercedes Amarilys Mercedes's Ameriprise Financial Experience May 2005 - October 2007
Job Connecting Top Talent to Great new opportunities
Industry Staffing and Recruiting
Experience
Paychex, Inc. December 2013 - Present
Paychex, Inc. October 2007 - Present
Paychex October 2012 - December 2013
Ameriprise Financial Advisors 2005 - 2008
Ameriprise Financial May 2005 - October 2007
American Express 2001 - 2005
Skills
Recruiting, Talent Acquisition, Human Resources, Interviews, Cold Calling, College Recruiting, Talent Management, Training, Sourcing, Sales, Applicant Tracking..., Internet Recruiting, Management, Employee Benefits, Hiring, Onboarding, Screening, Corporate Recruiting, Temporary Placement, Staffing Services, Technical Recruiting, Job Fairs, Team Leadership, Employee Relations, New Hire Orientations, Screening Resumes, Temporary Staffing, Resume Writing, Full-life Cycle..., Intervieweing, Executive Search, Building Relationships, Permanent Placement, Contract Recruitment, HR Consulting, HR Policies, Employer Branding, Recruitment Advertising, Succession Planning, Background Checks, Behavioral Interviewing, Business Networking, IT Recruitment, Interview Preparation, Candidate Generation, Resume, Diversity & Inclusion, Military Recruiting, Diversity Program..., Diversity Recruitment
Education
Middlesex County College 1991 — 1993
Liberal Arts and Sciences, General Studies and Humanities
Paychex, Inc. December 2013 - Present
Paychex, Inc. October 2007 - Present
Paychex October 2012 - December 2013
Ameriprise Financial Advisors 2005 - 2008
Ameriprise Financial May 2005 - October 2007
American Express 2001 - 2005
Skills
Recruiting, Talent Acquisition, Human Resources, Interviews, Cold Calling, College Recruiting, Talent Management, Training, Sourcing, Sales, Applicant Tracking..., Internet Recruiting, Management, Employee Benefits, Hiring, Onboarding, Screening, Corporate Recruiting, Temporary Placement, Staffing Services, Technical Recruiting, Job Fairs, Team Leadership, Employee Relations, New Hire Orientations, Screening Resumes, Temporary Staffing, Resume Writing, Full-life Cycle..., Intervieweing, Executive Search, Building Relationships, Permanent Placement, Contract Recruitment, HR Consulting, HR Policies, Employer Branding, Recruitment Advertising, Succession Planning, Background Checks, Behavioral Interviewing, Business Networking, IT Recruitment, Interview Preparation, Candidate Generation, Resume, Diversity & Inclusion, Military Recruiting, Diversity Program..., Diversity Recruitment
Education
Middlesex County College 1991 — 1993
Liberal Arts and Sciences, General Studies and Humanities
Erin Carlson Erin Carlson's Ameriprise Financial Experience September 2008 - April 2012
Job Partner Founder at VISTAL Partners
Industry Staffing and Recruiting
Experience
VISTAL Partners March 2014 - Present
Trexin Consulting April 2012 - March 2014
Ameriprise Financial September 2008 - April 2012
Fairfax Group November 2003 - September 2008
Nycor Group April 1998 - May 2003
Hicken, Scott and Howard 1996 - 1998
Skills
Thought Leadership, Talent Acquisition, Team Leadership, Technical Recruiting, sales, Sourcing, Recruiting, Leadership, Social Networking, Performance Management, Strategic Planning, Applicant Tracking..., CRM, Client Development, Training, Performance Metrics, Cold Calling, Corporate Recruiting, College Recruiting, Account Management, Business Strategy, Business Development, Advisory Boards, Interview Preparation, Onboarding, OFCCP, Behavioral Interviewing, RFP, Social Media, Information Technology, Employee Training, Employee Surveys, Employee Recognition, Sales, Talent Management, Coaching, Strategy, Human Resources, Hiring, Management, Interviews, Internet Recruiting, Temporary Placement, Employee Engagement, Benefits Negotiation, Executive Search, Employer Branding, Career Counseling, Contract Recruitment, Workforce Planning
Education
Minnesota State University, Mankato 1992 — 1996
BS, Paralegal, Law Enforcement
Osseo senior High 1989 — 1992
VISTAL Partners March 2014 - Present
Trexin Consulting April 2012 - March 2014
Ameriprise Financial September 2008 - April 2012
Fairfax Group November 2003 - September 2008
Nycor Group April 1998 - May 2003
Hicken, Scott and Howard 1996 - 1998
Skills
Thought Leadership, Talent Acquisition, Team Leadership, Technical Recruiting, sales, Sourcing, Recruiting, Leadership, Social Networking, Performance Management, Strategic Planning, Applicant Tracking..., CRM, Client Development, Training, Performance Metrics, Cold Calling, Corporate Recruiting, College Recruiting, Account Management, Business Strategy, Business Development, Advisory Boards, Interview Preparation, Onboarding, OFCCP, Behavioral Interviewing, RFP, Social Media, Information Technology, Employee Training, Employee Surveys, Employee Recognition, Sales, Talent Management, Coaching, Strategy, Human Resources, Hiring, Management, Interviews, Internet Recruiting, Temporary Placement, Employee Engagement, Benefits Negotiation, Executive Search, Employer Branding, Career Counseling, Contract Recruitment, Workforce Planning
Education
Minnesota State University, Mankato 1992 — 1996
BS, Paralegal, Law Enforcement
Osseo senior High 1989 — 1992
Christine Lien's Ameriprise Financial Experience November 2007 - June 2012
Job Creative Director at Select Comfort
Industry Design
Experience
Select Comfort June 2012 - Present
Ameriprise Financial November 2007 - June 2012
Best Buy June 2001 - November 2007
Yamamoto Moss 1998 - 2001
Skills
Logos, Art Direction, Creative Development, Invitations, Adobe Acrobat, Adobe Creative Suite, Microsoft Office, Logo Design, Creative Direction, Advertising, Graphic Design, InDesign, Photoshop, Dreamweaver, Graphics, Brand Development, Digital Photography, Visual Communication, Mac, Copywriting, Collateral, Corporate Identity, Stationery, Typography, Layout, Art
Education
Minneapolis College of Art and Design 1996 — 1998
Bachelor of Fine Arts, Graphic Design
Florissant Valley Community College 1992 — 1996
Associate in Applied Science of Graphic Communications, Graphic Design
Select Comfort June 2012 - Present
Ameriprise Financial November 2007 - June 2012
Best Buy June 2001 - November 2007
Yamamoto Moss 1998 - 2001
Skills
Logos, Art Direction, Creative Development, Invitations, Adobe Acrobat, Adobe Creative Suite, Microsoft Office, Logo Design, Creative Direction, Advertising, Graphic Design, InDesign, Photoshop, Dreamweaver, Graphics, Brand Development, Digital Photography, Visual Communication, Mac, Copywriting, Collateral, Corporate Identity, Stationery, Typography, Layout, Art
Education
Minneapolis College of Art and Design 1996 — 1998
Bachelor of Fine Arts, Graphic Design
Florissant Valley Community College 1992 — 1996
Associate in Applied Science of Graphic Communications, Graphic Design
Ben Lorence, PMP's Ameriprise Financial Experience January 2000 - April 2005
Job Director, Financial Analytics & Modeling Technology at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Merrill Corp August 2011 - April 2013
Ecolab January 2011 - August 2011
Helgeson Enterprises January 2009 - January 2011
Automatedintel.com December 2004 - January 2011
Microsoft Business Intelligence SIG January 2008 - March 2010
RBC Dain Rauscher December 2006 - December 2007
Ameriprise Financial January 2000 - April 2005
Robert Half International July 1998 - March 2000
Park Nicollet Health Services January 1997 - June 1998
Skills
C#, ASP.NET, VB.NET, SQL Server 2000-2008, HTML/XML, OOP, OOAD, Enterprise Architecture, Information Architecture, System Architecture, Systems Analysis, Key Performance..., Balanced Scorecard, SOA, ETL, Data Warehousing, Data Mining, Data Migration, UML, Project Portfolio..., Software Project..., Certified Project..., Six Sigma, ITIL, Executive Reporting, Cost Analysis, Product Development, Marketing Strategy, Microsoft SQL Server, Integration, Business Analysis, Databases, .NET
Education
Technical training and development 2000 — 2008
Project Management, Series 7, Reporting/Communications, IBM (Cognos), Microsoft (SQL Server, .NET)
Minneapolis Community and Technical College 1996 — 1999
Accounting, Management, Marketing, Database
Ameriprise Financial Services, Inc. April 2013 - Present
Merrill Corp August 2011 - April 2013
Ecolab January 2011 - August 2011
Helgeson Enterprises January 2009 - January 2011
Automatedintel.com December 2004 - January 2011
Microsoft Business Intelligence SIG January 2008 - March 2010
RBC Dain Rauscher December 2006 - December 2007
Ameriprise Financial January 2000 - April 2005
Robert Half International July 1998 - March 2000
Park Nicollet Health Services January 1997 - June 1998
Skills
C#, ASP.NET, VB.NET, SQL Server 2000-2008, HTML/XML, OOP, OOAD, Enterprise Architecture, Information Architecture, System Architecture, Systems Analysis, Key Performance..., Balanced Scorecard, SOA, ETL, Data Warehousing, Data Mining, Data Migration, UML, Project Portfolio..., Software Project..., Certified Project..., Six Sigma, ITIL, Executive Reporting, Cost Analysis, Product Development, Marketing Strategy, Microsoft SQL Server, Integration, Business Analysis, Databases, .NET
Education
Technical training and development 2000 — 2008
Project Management, Series 7, Reporting/Communications, IBM (Cognos), Microsoft (SQL Server, .NET)
Minneapolis Community and Technical College 1996 — 1999
Accounting, Management, Marketing, Database
Scott Solberg's Ameriprise Financial Experience 2000 - 2002
Job Principal Project Manager at Blue Cross Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Minnesota October 2012 - Present
Blue Cross Blue Shield of Minnesota 2007 - September 2012
GMAC ResCap 2005 - 2007
Best Buy 2002 - 2005
Ameriprise Financial 2000 - 2002
Nash Finch Company 1992 - 2000
Northwest Airlines 1989 - 1992
Branden's 1987 - 1989
B Dalton Bookseller 1982 - 1987
Skills
Project Portfolio..., SDLC, PMO, Vendor Management, Business Analysis, Program Management, Process Improvement, PMP, Visio, Project Management, Software Project..., Business Process..., Cross-functional Team..., Resource Management, Requirements Gathering, MS Project, Requirements Analysis, Agile Project Management, Change Management, Business Process, IT Strategy, Integration, Waterfall, Information Technology, Enterprise Architecture, IT Management, Agile Methodologies, Business Process Design, SharePoint, Software Development, Business Requirements, Systems Analysis, Business Transformation, IT Service Management, Data Warehousing, User Acceptance Testing, Governance, Quality Assurance, Outsourcing, ITIL, Solution Architecture, Project Delivery, Software Documentation, ERP, Business Intelligence, Business Architecture, SOA, Testing, Data Modeling, DB2
Education
Minnesota State University, Mankato 1978 — 1982
Bachelor of Science (B.S.), Computer Science
Blue Cross Blue Shield of Minnesota October 2012 - Present
Blue Cross Blue Shield of Minnesota 2007 - September 2012
GMAC ResCap 2005 - 2007
Best Buy 2002 - 2005
Ameriprise Financial 2000 - 2002
Nash Finch Company 1992 - 2000
Northwest Airlines 1989 - 1992
Branden's 1987 - 1989
B Dalton Bookseller 1982 - 1987
Skills
Project Portfolio..., SDLC, PMO, Vendor Management, Business Analysis, Program Management, Process Improvement, PMP, Visio, Project Management, Software Project..., Business Process..., Cross-functional Team..., Resource Management, Requirements Gathering, MS Project, Requirements Analysis, Agile Project Management, Change Management, Business Process, IT Strategy, Integration, Waterfall, Information Technology, Enterprise Architecture, IT Management, Agile Methodologies, Business Process Design, SharePoint, Software Development, Business Requirements, Systems Analysis, Business Transformation, IT Service Management, Data Warehousing, User Acceptance Testing, Governance, Quality Assurance, Outsourcing, ITIL, Solution Architecture, Project Delivery, Software Documentation, ERP, Business Intelligence, Business Architecture, SOA, Testing, Data Modeling, DB2
Education
Minnesota State University, Mankato 1978 — 1982
Bachelor of Science (B.S.), Computer Science
Richard Casement's Ameriprise Financial Experience January 2007 - September 2011
Job Lead Database Administrator at OptumInsight
Industry Financial Services
Experience
OptumInsight September 2011 - Present
Ameriprise 2007 - Present
Ameriprise Financial January 2007 - September 2011
Best Buy 1998 - 2007
Skills
Oracle, Requirements Gathering, Requirements Analysis, Enterprise Architecture, SDLC, Data Warehousing, Database Administration, Data Modeling, Databases, Business Intelligence, Business Analysis, PL/SQL, Agile Methodologies, Process Improvement, SQL, Teradata, ETL, SharePoint, Database Design, SQL Tuning, Microsoft SQL Server, Retail, Data Integration, IT Strategy, Visio, Oracle RAC, DB2, Performance Tuning, SOA, Unix
Education
Michigan State University 1972 — 1976
OptumInsight September 2011 - Present
Ameriprise 2007 - Present
Ameriprise Financial January 2007 - September 2011
Best Buy 1998 - 2007
Skills
Oracle, Requirements Gathering, Requirements Analysis, Enterprise Architecture, SDLC, Data Warehousing, Database Administration, Data Modeling, Databases, Business Intelligence, Business Analysis, PL/SQL, Agile Methodologies, Process Improvement, SQL, Teradata, ETL, SharePoint, Database Design, SQL Tuning, Microsoft SQL Server, Retail, Data Integration, IT Strategy, Visio, Oracle RAC, DB2, Performance Tuning, SOA, Unix
Education
Michigan State University 1972 — 1976
Jen Pacovsky's Ameriprise Financial Experience February 2007 - May 2013
Job Program Director at Ameriprise
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial February 2007 - May 2013
iDSS 2004 - 2007
iDSS - Internet Destination Sales System 2004 - 2007
AgStar Financial Services September 2002 - March 2004
Skills
Business Analysis, SDLC, Vendor Management, Program Management, IT Strategy, Project Management, Financial Services, Software Project..., Integration, SharePoint, Management, Team Leadership, Project Delivery, Process Improvement, PMO, Project Portfolio..., Visio, PMP, Requirements Gathering, Requirements Analysis
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor's degree, Computer and Information Sciences, General
Minnesota State University, Mankato 1998 — 2001
Bachelor's degree, Computer and Information Sciences and Support Services
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial February 2007 - May 2013
iDSS 2004 - 2007
iDSS - Internet Destination Sales System 2004 - 2007
AgStar Financial Services September 2002 - March 2004
Skills
Business Analysis, SDLC, Vendor Management, Program Management, IT Strategy, Project Management, Financial Services, Software Project..., Integration, SharePoint, Management, Team Leadership, Project Delivery, Process Improvement, PMO, Project Portfolio..., Visio, PMP, Requirements Gathering, Requirements Analysis
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor's degree, Computer and Information Sciences, General
Minnesota State University, Mankato 1998 — 2001
Bachelor's degree, Computer and Information Sciences and Support Services
Dan Breeggemann's Ameriprise Financial Experience May 1999 - July 2004
Job Senior Business Analyst at Columbia Management Investment Advisers, LLC
Industry Investment Management
Experience
Columbia Management Investment Advisers, LLC May 2010 - Present
RiverSource Investments July 2004 - June 2011
Ameriprise Financial May 1999 - July 2004
Education
Minnesota State University, Mankato 1994 — 1999
B.S., Finance
Columbia Management Investment Advisers, LLC May 2010 - Present
RiverSource Investments July 2004 - June 2011
Ameriprise Financial May 1999 - July 2004
Education
Minnesota State University, Mankato 1994 — 1999
B.S., Finance
Howard Klausmeier's Ameriprise Financial Experience October 2008 - Present
Job VP & Group Counsel Litigation at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
Ameriprise Financial October 2008 - September 2010
H&R Block Financial Advisors October 1995 - October 2008
Wise & Marsac, P.C. July 1991 - October 1995
US Navy - Judge Advocate General's Corps October 1986 - July 1991
Skills
Securities, Series 7, Insurance, Estate Planning, Litigation, Uniform Combined State..., Financial Services, Investment Advisory, Series 65, Retirement Planning, Securities Regulation, Retirement, Asset Allocation, Risk Management, Arbitration, FINRA, Bonds, Equities, Asset Management, Investments, Commercial Litigation, Employment Law, Series 63, Alternative Investments, Wealth Management, AML, Financial Advisory, Due Diligence, Mutual Funds, Series 24, ETFs, Investment Management, 401k, Strategic Financial..., Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Wealth, Series 6, 401k Rollovers, Options, Fixed Income, Personal Financial...
Education
The George Washington University Law School 1990 — 1991
LL.M., Law
Wayne State University Law School 1983 — 1986
JD, Law
Michigan State University 1979 — 1983
BA, Criminal Justice/Psychology
Ameriprise Financial October 2008 - Present
Ameriprise Financial October 2008 - September 2010
H&R Block Financial Advisors October 1995 - October 2008
Wise & Marsac, P.C. July 1991 - October 1995
US Navy - Judge Advocate General's Corps October 1986 - July 1991
Skills
Securities, Series 7, Insurance, Estate Planning, Litigation, Uniform Combined State..., Financial Services, Investment Advisory, Series 65, Retirement Planning, Securities Regulation, Retirement, Asset Allocation, Risk Management, Arbitration, FINRA, Bonds, Equities, Asset Management, Investments, Commercial Litigation, Employment Law, Series 63, Alternative Investments, Wealth Management, AML, Financial Advisory, Due Diligence, Mutual Funds, Series 24, ETFs, Investment Management, 401k, Strategic Financial..., Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Wealth, Series 6, 401k Rollovers, Options, Fixed Income, Personal Financial...
Education
The George Washington University Law School 1990 — 1991
LL.M., Law
Wayne State University Law School 1983 — 1986
JD, Law
Michigan State University 1979 — 1983
BA, Criminal Justice/Psychology
Scott Everman's Ameriprise Financial Experience July 2006 - June 2008
Job Senior Actuate Developer
Industry Computer Software
Experience
Target Senior BIRT Developer - ConsultingTargetJune 2014 - January 2015
Fidelity National Information Services August 2013 - March 2014
Jobvite February 2013 - June 2013
MoneyGram International March 2012 - December 2012
Sprint Nextel March 2011 - August 2011
Archon Group May 2009 - January 2011
MoneyGram International June 2008 - November 2008
Ameriprise Financial July 2006 - June 2008
UnitedHealth Group January 2006 - June 2006
MoneyGram International December 2005 - June 2006
Skills
Consulting, Data Warehousing, Business Intelligence, SDLC, Business Analysis, Training, Databases, Visio, BIRT, SharePoint, PL/SQL, ETL, Requirements Analysis, Software Documentation, Crystal Reports, Vendor Management
Education
Minnesota State University, Mankato 1985 — 1991
Target Senior BIRT Developer - ConsultingTargetJune 2014 - January 2015
Fidelity National Information Services August 2013 - March 2014
Jobvite February 2013 - June 2013
MoneyGram International March 2012 - December 2012
Sprint Nextel March 2011 - August 2011
Archon Group May 2009 - January 2011
MoneyGram International June 2008 - November 2008
Ameriprise Financial July 2006 - June 2008
UnitedHealth Group January 2006 - June 2006
MoneyGram International December 2005 - June 2006
Skills
Consulting, Data Warehousing, Business Intelligence, SDLC, Business Analysis, Training, Databases, Visio, BIRT, SharePoint, PL/SQL, ETL, Requirements Analysis, Software Documentation, Crystal Reports, Vendor Management
Education
Minnesota State University, Mankato 1985 — 1991
Jeremy Plecko's Ameriprise Financial Experience September 2005 - April 2007
Job Web/IT Coordinator at the BBB of MN and ND
Industry Information Technology and Services
Experience
Better Business Bureau of Minnesota and North Dakota December 2014 - Present
mindSHIFT 2011 - December 2014
Orbit Systems June 2009 - December 2014
Minnesota State Colleges and Universities January 2008 - February 2009
MN State Colleges & Universities 2008 - 2009
Atomic Colo May 2007 - July 2007
Ameriprise Financial September 2005 - April 2007
IBM 2005 - 2007
Medtronic February 2005 - August 2005
Skills
Active Directory, Windows 7, Windows Server, SharePoint, System Administration, Microsoft Exchange, Security, XP, Citrix, Virtualization, Servers, Troubleshooting, VMware, Disaster Recovery, Windows, Network Administration, DHCP, DNS, Operating Systems, Process Improvement, Technical Support, Visio
Education
Minnesota State University, Mankato 1994 — 1998
Better Business Bureau of Minnesota and North Dakota December 2014 - Present
mindSHIFT 2011 - December 2014
Orbit Systems June 2009 - December 2014
Minnesota State Colleges and Universities January 2008 - February 2009
MN State Colleges & Universities 2008 - 2009
Atomic Colo May 2007 - July 2007
Ameriprise Financial September 2005 - April 2007
IBM 2005 - 2007
Medtronic February 2005 - August 2005
Skills
Active Directory, Windows 7, Windows Server, SharePoint, System Administration, Microsoft Exchange, Security, XP, Citrix, Virtualization, Servers, Troubleshooting, VMware, Disaster Recovery, Windows, Network Administration, DHCP, DNS, Operating Systems, Process Improvement, Technical Support, Visio
Education
Minnesota State University, Mankato 1994 — 1998
Jerry Skalsky's Ameriprise Financial Experience 2003 - 2007
Job Director of FeeBased Financial Planning Operations at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial Director of Advice Tool Support & Plan Production ServicesThrivent Financial for Lutherans2007 - Present
Ameriprise Financial Services, Inc. September 2002 - June 2007
Ameriprise Financial 2003 - 2007
American Express Financial Advisors 1985 - 2006
Education
Minnesota State University, Mankato 1976 — 1981
Thrivent Financial Director of Advice Tool Support & Plan Production ServicesThrivent Financial for Lutherans2007 - Present
Ameriprise Financial Services, Inc. September 2002 - June 2007
Ameriprise Financial 2003 - 2007
American Express Financial Advisors 1985 - 2006
Education
Minnesota State University, Mankato 1976 — 1981
Scott Perrier's Ameriprise Financial Experience May 2010 - December 2012
Job Management Consultant at Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates March 2013 - Present
Ameriprise Financial May 2010 - December 2012
Bank of America January 2008 - August 2010
Bank of America September 2006 - September 2008
Bank of America 2004 - 2005
Bank of America 1995 - 2003
Skills
Fixed Income, Financial Services, Asset Managment, Risk Management, Equities, Securities, Integration, Trading Systems, Compliance Management..., Acquisition Integration, Equity Trading, Portfolio Management, Operations Management, IT Investment Management, Strategic Planning, Technology Management, Data Integration, Data Warehousing, Middle Office, Front Office, Asset Management
Education
University of Massachusetts Lowell 1992 — 1994
University of Massachusetts Lowell 1989 — 1994
Middlesex Community College 1990 — 1992
AS, Criminal Justice
Olmstead Associates March 2013 - Present
Ameriprise Financial May 2010 - December 2012
Bank of America January 2008 - August 2010
Bank of America September 2006 - September 2008
Bank of America 2004 - 2005
Bank of America 1995 - 2003
Skills
Fixed Income, Financial Services, Asset Managment, Risk Management, Equities, Securities, Integration, Trading Systems, Compliance Management..., Acquisition Integration, Equity Trading, Portfolio Management, Operations Management, IT Investment Management, Strategic Planning, Technology Management, Data Integration, Data Warehousing, Middle Office, Front Office, Asset Management
Education
University of Massachusetts Lowell 1992 — 1994
University of Massachusetts Lowell 1989 — 1994
Middlesex Community College 1990 — 1992
AS, Criminal Justice
Mike Pszybylski's Ameriprise Financial Experience
Job VP Clearing Operations at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial
Skills
Mutual Funds, Financial Services, Series 7, Relationship Management, Securities, Asset Allocation, Process Improvement, Back Office, 529 Plans, Wealth Management, Separately Managed..., Wrap Accounts, SDLC, Brokerage, Risk Management, FINRA, Investment Advisory, Vendor Management, Investments, Business Analysis
Education
Minnesota State University, Mankato 1990 — 1997
Ameriprise Financial
Skills
Mutual Funds, Financial Services, Series 7, Relationship Management, Securities, Asset Allocation, Process Improvement, Back Office, 529 Plans, Wealth Management, Separately Managed..., Wrap Accounts, SDLC, Brokerage, Risk Management, FINRA, Investment Advisory, Vendor Management, Investments, Business Analysis
Education
Minnesota State University, Mankato 1990 — 1997
Pam Nellis's Ameriprise Financial Experience 1987 - 2009
Job Manager, Business Technology Services at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. October 2011 - Present
Nellis Consulting LLC January 2011 - October 2011
RBC Global Asset Management (U.S.) Inc. January 2011 - September 2011
Ameriprise Financial 1987 - 2009
Skills
Asset Management, Business Analysis, CRM, Contract Negotiation, Equities, Finance, Hedge Funds, Investment Management, Investments, Leadership, Management, Portfolio Management, Program Management, Project Management, Testing, Vendor Management
Education
Minnesota State University, Mankato
BS, Computer Science & Business
RBC Global Asset Management (U.S.) Inc. October 2011 - Present
Nellis Consulting LLC January 2011 - October 2011
RBC Global Asset Management (U.S.) Inc. January 2011 - September 2011
Ameriprise Financial 1987 - 2009
Skills
Asset Management, Business Analysis, CRM, Contract Negotiation, Equities, Finance, Hedge Funds, Investment Management, Investments, Leadership, Management, Portfolio Management, Program Management, Project Management, Testing, Vendor Management
Education
Minnesota State University, Mankato
BS, Computer Science & Business
Justin Burgin's Ameriprise Financial Experience 2009 - Present
Job Sr. Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Education
Michigan State University 1987 — 1992
Ameriprise Financial 2009 - Present
Education
Michigan State University 1987 — 1992
Matt Kassera's Ameriprise Financial Experience July 2007 - Present
Job Paraplanner at Shannon & Associates A Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2007 - Present
Education
Minnesota State University, Mankato 2000 — 2005
Ameriprise Financial July 2007 - Present
Education
Minnesota State University, Mankato 2000 — 2005
Corey Strand's Ameriprise Financial Experience February 2001 - Present
Job marketing product manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2001 - Present
Skills
Series 7, Mutual Funds, Financial Services, Investments, Strategic Financial..., Relationship Management, Series 63, Vendor Management, Insurance, Product Management, Asset Managment, Cross-functional Team..., Portfolio Management, Marketing Strategy, Project Management, Business Analysis, Program Management, Marketing Communications, Retirement, Process Improvement, Fixed Annuities, Wealth Management
Education
Minnesota State University, Mankato 1989 — 1993
BS
Ameriprise Financial February 2001 - Present
Skills
Series 7, Mutual Funds, Financial Services, Investments, Strategic Financial..., Relationship Management, Series 63, Vendor Management, Insurance, Product Management, Asset Managment, Cross-functional Team..., Portfolio Management, Marketing Strategy, Project Management, Business Analysis, Program Management, Marketing Communications, Retirement, Process Improvement, Fixed Annuities, Wealth Management
Education
Minnesota State University, Mankato 1989 — 1993
BS
Brian Schumacher's Ameriprise Financial Experience November 1999 - January 2014
Job Director, Marketing Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial November 1999 - January 2014
DCA 1998 - 1999
Allina Hospitals & Clinics 1997 - 1998
Skills
Process Improvement, Financial Services, Relationship Management, Vendor Management, Marketing Strategy, Leadership, Management, Marketing, Strategic Planning, Project Management, Program Management, Marketing Communications, Business Analysis
Education
Minnesota State University, Mankato 1991 — 1995
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial November 1999 - January 2014
DCA 1998 - 1999
Allina Hospitals & Clinics 1997 - 1998
Skills
Process Improvement, Financial Services, Relationship Management, Vendor Management, Marketing Strategy, Leadership, Management, Marketing, Strategic Planning, Project Management, Program Management, Marketing Communications, Business Analysis
Education
Minnesota State University, Mankato 1991 — 1995
Bachelor of Science, Finance
Brian Dahlvig's Ameriprise Financial Experience June 1999 - March 2009
Job Business Account Administrator at Advantage Sales & Marketing
Industry Financial Services
Experience
Advantage Sales & Marketing May 2015 - Present
Advantage Sales & Marketing February 2015 - Present
U.S. Bank March 2012 - September 2014
Abe's Market December 2012 - January 2013
Minnesota Public Radio January 2012 - April 2012
Hennepin County Library September 2011 - January 2012
Minneapolis Community and Technical College August 2009 - May 2011
Ameriprise Financial June 1999 - March 2009
Ameriprise Financial June 1986 - June 1999
Skills
Editing, Writing, Microsoft Office, Library Circulation desk, Blogging, Documentation, Cataloging, Library, Leadership, Technical Writing, Archives, Software Documentation, Metadata, History, Digitization, Training, Library Science, Newsletters, Community Outreach, Public Speaking, Customer Service, Libraries, Social Media
Education
Minneapolis Community and Technical College 2009 — 2011
Library Information Technologies, Associates
University of Wisconsin-Stevens Point 1983 — 1986
BS, English
Advantage Sales & Marketing May 2015 - Present
Advantage Sales & Marketing February 2015 - Present
U.S. Bank March 2012 - September 2014
Abe's Market December 2012 - January 2013
Minnesota Public Radio January 2012 - April 2012
Hennepin County Library September 2011 - January 2012
Minneapolis Community and Technical College August 2009 - May 2011
Ameriprise Financial June 1999 - March 2009
Ameriprise Financial June 1986 - June 1999
Skills
Editing, Writing, Microsoft Office, Library Circulation desk, Blogging, Documentation, Cataloging, Library, Leadership, Technical Writing, Archives, Software Documentation, Metadata, History, Digitization, Training, Library Science, Newsletters, Community Outreach, Public Speaking, Customer Service, Libraries, Social Media
Education
Minneapolis Community and Technical College 2009 — 2011
Library Information Technologies, Associates
University of Wisconsin-Stevens Point 1983 — 1986
BS, English
Kara Napue's Ameriprise Financial Experience February 2006 - Present
Job Sr. Financial Aid Advisor at Boston University
Industry Higher Education
Experience
Boston University September 2008 - Present
Ameriprise Financial February 2006 - Present
Gap Inc. February 2004 - June 2006
Education
The Art Institutes International-Minnesota 2007 — 2010
Bachelor of Science, Fashion and Retail Management
MidAmerica Nazarene University 1999 — 2003
Bachelor of Arts, Business Psychology
Boston University September 2008 - Present
Ameriprise Financial February 2006 - Present
Gap Inc. February 2004 - June 2006
Education
The Art Institutes International-Minnesota 2007 — 2010
Bachelor of Science, Fashion and Retail Management
MidAmerica Nazarene University 1999 — 2003
Bachelor of Arts, Business Psychology
Lisa Peterson-Nelson's Ameriprise Financial Experience 1999 - 2001
Job Chief Quality Officer at Data Recognition Corporation
Industry Program Development
Experience
Data Recognition Corporation October 2009 - Present
Data Recognition Corporation August 2001 - February 2010
Ameriprise Financial 1999 - 2001
Honeywell 1994 - 1999
Honeywell Home & Building Control 1994 - 1999
Alliant Techsystems 1989 - 1994
Boeing 1987 - 1989
Ford Motor Company 1986 - 1986
Boeing 1984 - 1985
Skills
Six Sigma, TQM, Process Improvement, Cross-functional Team..., Program Management, Continuous Improvement, Quality Management, Quality Assurance, Strategic Planning, Manufacturing, Agile Methodologies, Product Development, Lean Manufacturing, Leadership, ISO
Education
Michigan Technological University 1985 — 1987
Master of Science, Operations Management
Michigan Technological University 1979 — 1984
Bachelor of Science, Electrical Engineering
Data Recognition Corporation October 2009 - Present
Data Recognition Corporation August 2001 - February 2010
Ameriprise Financial 1999 - 2001
Honeywell 1994 - 1999
Honeywell Home & Building Control 1994 - 1999
Alliant Techsystems 1989 - 1994
Boeing 1987 - 1989
Ford Motor Company 1986 - 1986
Boeing 1984 - 1985
Skills
Six Sigma, TQM, Process Improvement, Cross-functional Team..., Program Management, Continuous Improvement, Quality Management, Quality Assurance, Strategic Planning, Manufacturing, Agile Methodologies, Product Development, Lean Manufacturing, Leadership, ISO
Education
Michigan Technological University 1985 — 1987
Master of Science, Operations Management
Michigan Technological University 1979 — 1984
Bachelor of Science, Electrical Engineering
Jarad Morsching's Ameriprise Financial Experience November 2004 - January 2007
Job Senior Finance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial Services, Inc. May 2008 - December 2009
Ameriprise Financial Services, Inc. February 2007 - April 2008
Ameriprise Financial November 2004 - January 2007
Ameriprise Financial Services, Inc. June 2000 - October 2004
Education
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial Services, Inc. May 2008 - December 2009
Ameriprise Financial Services, Inc. February 2007 - April 2008
Ameriprise Financial November 2004 - January 2007
Ameriprise Financial Services, Inc. June 2000 - October 2004
Education
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Guy Greene's Ameriprise Financial Experience 1997 - 2008
Job Tractor Trailer Operator at United States Postal Service
Industry Financial Services
Experience
United States Postal Service April 2013 - Present
FedEx Freight August 2012 - December 2012
Questar Capital Corporation April 2008 - January 2011
Questar Capital Corporation April 2008 - January 2011
Questar Capital 2008 - 2011
Ameriprise Financial 1997 - 2008
RJ Steichen 1983 - 1995
Skills
Series 24, Series 7, FINRA, Series 63, Mutual Funds, Securities, AML, Risk Management, Insurance, Investment Advisory, Asset Managment, Options
Education
Minneapolis Community and Technical College 1981 — 1983
Computer Programming
Heavy Metal Truck Training
United States Postal Service April 2013 - Present
FedEx Freight August 2012 - December 2012
Questar Capital Corporation April 2008 - January 2011
Questar Capital Corporation April 2008 - January 2011
Questar Capital 2008 - 2011
Ameriprise Financial 1997 - 2008
RJ Steichen 1983 - 1995
Skills
Series 24, Series 7, FINRA, Series 63, Mutual Funds, Securities, AML, Risk Management, Insurance, Investment Advisory, Asset Managment, Options
Education
Minneapolis Community and Technical College 1981 — 1983
Computer Programming
Heavy Metal Truck Training
Erik Stone's Ameriprise Financial Experience July 2010 - January 2012
Job Training Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial July 2010 - January 2012
Education
Minneapolis Community and Technical College 2001 — 2004
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial July 2010 - January 2012
Education
Minneapolis Community and Technical College 2001 — 2004
Mark Wichlen's Ameriprise Financial Experience April 1997 - October 2006
Job Financial Consultant at US Bancorp
Industry Financial Services
Experience
US Bancorp October 2006 - Present
Ameriprise Financial April 1997 - October 2006
Education
Minnesota State University, Mankato 1989 — 1994
US Bancorp October 2006 - Present
Ameriprise Financial April 1997 - October 2006
Education
Minnesota State University, Mankato 1989 — 1994
Jennifer Hoese's Ameriprise Financial Experience May 1998 - January 2015
Job Warranty Administrator at HercULift
Industry Machinery
Experience
Herc-U-Lift January 2015 - Present
Ameriprise Financial May 1998 - January 2015
Webb Div., Intertec Publishing September 1991 - May 1998
BCS, Inc. August 1990 - September 1991
Skills
Management, Microsoft Office, Process Improvement, Insurance, Customer Service, Strategy, Risk Management, Wealth Management, Financial Analysis, Microsoft Excel, Financial Services, Time Management
Education
Minnesota State University, Mankato 1986 — 1990
Bachelor of Arts, Mass Communications
Herc-U-Lift January 2015 - Present
Ameriprise Financial May 1998 - January 2015
Webb Div., Intertec Publishing September 1991 - May 1998
BCS, Inc. August 1990 - September 1991
Skills
Management, Microsoft Office, Process Improvement, Insurance, Customer Service, Strategy, Risk Management, Wealth Management, Financial Analysis, Microsoft Excel, Financial Services, Time Management
Education
Minnesota State University, Mankato 1986 — 1990
Bachelor of Arts, Mass Communications
Kelli Tomasino's Ameriprise Financial Experience September 2014 - Present
Job Specialist, Talent Management and Development at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2014 - Present
Robert Half International June 2013 - August 2014
Robert Half International February 2012 - June 2013
Robert Half International October 2009 - February 2012
Minnesota Thunder Professional Soccer Team May 2008 - October 2009
Skills
Sourcing, Leadership, Recruiting, Talent Acquisition, Building Relationships, Temporary Staffing, Administrative..., Applicant Tracking..., Marketing, Staffing Services, College Recruiting, Human Resources, Interviews, Cold Calling, Temporary Placement, Litigation Support, Internet Recruiting, Relationship Building
Education
Minnesota State University, Mankato 2004 — 2008
Bachelor of Science, Sport Management
Ameriprise Financial September 2014 - Present
Robert Half International June 2013 - August 2014
Robert Half International February 2012 - June 2013
Robert Half International October 2009 - February 2012
Minnesota Thunder Professional Soccer Team May 2008 - October 2009
Skills
Sourcing, Leadership, Recruiting, Talent Acquisition, Building Relationships, Temporary Staffing, Administrative..., Applicant Tracking..., Marketing, Staffing Services, College Recruiting, Human Resources, Interviews, Cold Calling, Temporary Placement, Litigation Support, Internet Recruiting, Relationship Building
Education
Minnesota State University, Mankato 2004 — 2008
Bachelor of Science, Sport Management
Aaron Menke's Ameriprise Financial Experience 1999 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank 2008 - Present
Ameriprise Financial 1999 - 2008
Education
Minnesota State University, Mankato
BA, Business Administration
Wells Fargo Bank 2008 - Present
Ameriprise Financial 1999 - 2008
Education
Minnesota State University, Mankato
BA, Business Administration
Diane Cramer's Ameriprise Financial Experience June 1975 - July 2008
Job at United Healthcare
Industry Accounting
Experience
United Healthcare June 2009 - Present
Ameriprise Financial June 1975 - July 2008
ameriprise 1975 - 2008
Ameriprise 1975 - 2008
Education
Minnesota State University, Mankato
B.S., Accounting
United Healthcare June 2009 - Present
Ameriprise Financial June 1975 - July 2008
ameriprise 1975 - 2008
Ameriprise 1975 - 2008
Education
Minnesota State University, Mankato
B.S., Accounting
Kay Tingelstad's Ameriprise Financial Experience November 2006 - June 2007
Job Sr Data Analytics Analyst at OptumHealth
Industry Financial Services
Experience
OptumHealth July 2009 - Present
HSBC July 2007 - June 2008
Ameriprise Financial November 2006 - June 2007
Carlson Companies October 2005 - July 2006
Carlson Marketing Worldwide 2005 - 2006
Best Buy October 2004 - May 2005
Fingerhut July 1996 - December 2001
ING September 1994 - June 1996
Walsh America June 1990 - August 1994
Enterprise-Rent-a-Car February 1989 - June 1990
Education
University of St. Thomas 2000 — 2004
MBA, Finance
Minnesota State University, Mankato 1982 — 1986
BS, Marketing, Computer Science
OptumHealth July 2009 - Present
HSBC July 2007 - June 2008
Ameriprise Financial November 2006 - June 2007
Carlson Companies October 2005 - July 2006
Carlson Marketing Worldwide 2005 - 2006
Best Buy October 2004 - May 2005
Fingerhut July 1996 - December 2001
ING September 1994 - June 1996
Walsh America June 1990 - August 1994
Enterprise-Rent-a-Car February 1989 - June 1990
Education
University of St. Thomas 2000 — 2004
MBA, Finance
Minnesota State University, Mankato 1982 — 1986
BS, Marketing, Computer Science
Katie Schumacher's Ameriprise Financial Experience November 2006 - January 2008
Job Interactive Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. May 2010 - March 2013
Ameriprise Financial Services, Inc. January 2008 - May 2010
Ameriprise Financial November 2006 - January 2008
The Bon Ton Stores Inc. 2003 - 2006
Skills
Strategy, Financial Services, Business Development, Management, Financial Advisory, Analytics, Segmentation, Email Marketing, Direct Marketing, Marketing Strategy, Customer Acquisition, Market Research, Interactive Marketing, Series 7
Education
Minnesota School of Business
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Minnetonka Highschool
Diploma
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. May 2010 - March 2013
Ameriprise Financial Services, Inc. January 2008 - May 2010
Ameriprise Financial November 2006 - January 2008
The Bon Ton Stores Inc. 2003 - 2006
Skills
Strategy, Financial Services, Business Development, Management, Financial Advisory, Analytics, Segmentation, Email Marketing, Direct Marketing, Marketing Strategy, Customer Acquisition, Market Research, Interactive Marketing, Series 7
Education
Minnesota School of Business
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Minnetonka Highschool
Diploma
Daniel Skripka's Ameriprise Financial Experience May 2005 - October 2007
Job Network Engineer: Telecom, WAN, Wireless
Industry Telecommunications
Experience
Centurylink June 2014 - Present
Carver County September 2008 - Present
United Health Group April 2012 - June 2014
Medica December 2007 - September 2008
Ameriprise Financial May 2005 - October 2007
American Express October 2002 - May 2005
IBM Global Services June 1999 - May 2002
General Dynamics AIS November 1996 - April 1999
Skills
Wireless, VoIP, WAN, Telecommunications, Network Security, CCNP, VPN, Cisco Technologies, Switches, Troubleshooting, Disaster Recovery, TCP/IP, Networking, EIGRP, Wireless Networking, CCNA, Data Center, BGP, Network Administration, Servers, Cisco IOS, Routers, OSPF, Firewalls, Integration, Routing, Virtualization, Unix, MPLS, Security, Computer Security, Avaya, Network Architecture, Software Installation, Juniper, Infrastructure, Juniper Technologies
Education
Michigan Technological University 1988 — 1992
BSEE, Radio Engineering, Telecommunications
North Hennepin Community College 1986 — 1988
AS, Electronics
Centurylink June 2014 - Present
Carver County September 2008 - Present
United Health Group April 2012 - June 2014
Medica December 2007 - September 2008
Ameriprise Financial May 2005 - October 2007
American Express October 2002 - May 2005
IBM Global Services June 1999 - May 2002
General Dynamics AIS November 1996 - April 1999
Skills
Wireless, VoIP, WAN, Telecommunications, Network Security, CCNP, VPN, Cisco Technologies, Switches, Troubleshooting, Disaster Recovery, TCP/IP, Networking, EIGRP, Wireless Networking, CCNA, Data Center, BGP, Network Administration, Servers, Cisco IOS, Routers, OSPF, Firewalls, Integration, Routing, Virtualization, Unix, MPLS, Security, Computer Security, Avaya, Network Architecture, Software Installation, Juniper, Infrastructure, Juniper Technologies
Education
Michigan Technological University 1988 — 1992
BSEE, Radio Engineering, Telecommunications
North Hennepin Community College 1986 — 1988
AS, Electronics
Patrick McGorisk's Ameriprise Financial Experience July 2005 - November 2012
Job Financial Consultant at Core Wealth Consultants
Industry Financial Services
Experience
Core Wealth Consultants November 2012 - Present
H&R Block July 2005 - Present
Ameriprise Financial July 2005 - November 2012
H&R Block Financial Advisors 1986 - 2005
Olde Discount 1994 - 2004
Skills
Investments, Strategic Planning, Retirement Planning, 401k Rollovers, 401k, Sales Management
Education
Wayne State University 1989 — 1993
MBA, Finance
Michigan State University 1980 — 1984
BA, Finance
Core Wealth Consultants November 2012 - Present
H&R Block July 2005 - Present
Ameriprise Financial July 2005 - November 2012
H&R Block Financial Advisors 1986 - 2005
Olde Discount 1994 - 2004
Skills
Investments, Strategic Planning, Retirement Planning, 401k Rollovers, 401k, Sales Management
Education
Wayne State University 1989 — 1993
MBA, Finance
Michigan State University 1980 — 1984
BA, Finance
Candace Weber's Ameriprise Financial Experience June 2008 - February 2014
Job Implementation Project Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
U.S. Bank March 2014 - April 2015
Ameriprise Financial June 2008 - February 2014
Enzacta International, LLC April 2007 - June 2008
Dunn Bros Coffee June 2005 - June 2007
Cargill May 2001 - August 2001
Skills
Investments, Marketing, Leadership, Management, Customer Service, Strategic Planning, Public Speaking, Marketing Strategy
Education
Minnesota State University, Mankato 2000 — 2005
BS, Mass Communications/Public Relations
U.S. Bank April 2015 - Present
U.S. Bank March 2014 - April 2015
Ameriprise Financial June 2008 - February 2014
Enzacta International, LLC April 2007 - June 2008
Dunn Bros Coffee June 2005 - June 2007
Cargill May 2001 - August 2001
Skills
Investments, Marketing, Leadership, Management, Customer Service, Strategic Planning, Public Speaking, Marketing Strategy
Education
Minnesota State University, Mankato 2000 — 2005
BS, Mass Communications/Public Relations
Jenny Alm's Ameriprise Financial Experience May 2000 - Present
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2000 - Present
Education
Minnesota State University, Mankato 1987 — 1991
Ameriprise Financial May 2000 - Present
Education
Minnesota State University, Mankato 1987 — 1991
Trent Kosciolek's Ameriprise Financial Experience October 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2007 - Present
ameriprise financial 2007 - 2009
Education
Minneapolis Community and Technical College 2008 — 2009
Ameriprise Financial October 2007 - Present
ameriprise financial 2007 - 2009
Education
Minneapolis Community and Technical College 2008 — 2009
Patty Wilber's Ameriprise Financial Experience October 2005 - September 2007
Job Controller, HLT Medical Systems, Inc.
Industry Medical Devices
Experience
HLT Medical Systems January 2013 - Present
Minnesota School of Business October 2013 - Present
Acist Medical Systems September 2007 - December 2012
Markethouse condominium association 1992 - 2012
Ameriprise Financial October 2005 - September 2007
Parson Consulting July 2004 - October 2005
Carlson Companies August 2002 - July 2004
United Healthcare May 2000 - August 2002
Jostens May 1999 - May 2000
Allianz November 1997 - May 1999
Skills
Auditing, Accounting, Forecasting, Internal Controls, Variance Analysis, Budgets, Access, Financial Audits, Analysis, Accounts Receivable, Corporate Finance, PeopleSoft, Financial Reporting, Sarbanes-Oxley, Financial Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Internal Audit, Process Improvement, Finance, Mergers & Acquisitions
Education
Minnesota State University, Mankato 1988 — 1991
B.S., Accounting
Mayo High School
HLT Medical Systems January 2013 - Present
Minnesota School of Business October 2013 - Present
Acist Medical Systems September 2007 - December 2012
Markethouse condominium association 1992 - 2012
Ameriprise Financial October 2005 - September 2007
Parson Consulting July 2004 - October 2005
Carlson Companies August 2002 - July 2004
United Healthcare May 2000 - August 2002
Jostens May 1999 - May 2000
Allianz November 1997 - May 1999
Skills
Auditing, Accounting, Forecasting, Internal Controls, Variance Analysis, Budgets, Access, Financial Audits, Analysis, Accounts Receivable, Corporate Finance, PeopleSoft, Financial Reporting, Sarbanes-Oxley, Financial Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Internal Audit, Process Improvement, Finance, Mergers & Acquisitions
Education
Minnesota State University, Mankato 1988 — 1991
B.S., Accounting
Mayo High School
Carol Kammin's Ameriprise Financial Experience February 2014 - Present
Job SVP, Client Service Operations at Ameriprise Auto & Home Insurance
Industry Insurance
Experience
Ameriprise Financial February 2014 - Present
Ameriprise Financial October 2008 - Present
Ameriprise Financial November 2005 - October 2008
American Express Retirement Services 2002 - 2004
American Express 1999 - 2003
American Express 1999 - 2003
Skills
Financial Services, Vendor Management, Six Sigma, Insurance, Process Improvement, Employee Benefits, Business Analysis, Risk Management, Retirement Planning, Performance Management, Property & Casualty..., Series 7, Strategic Planning, Leadership, Business Strategy, Cross-functional Team..., Relationship Management, Program Management, Business Process...
Education
Minneapolis Community and Technical College 1986 — 1990
Business
McConnell Travel School 1981 — 1983
Travel, Agent
Nevada High School 1979 — 1982
Ameriprise Financial February 2014 - Present
Ameriprise Financial October 2008 - Present
Ameriprise Financial November 2005 - October 2008
American Express Retirement Services 2002 - 2004
American Express 1999 - 2003
American Express 1999 - 2003
Skills
Financial Services, Vendor Management, Six Sigma, Insurance, Process Improvement, Employee Benefits, Business Analysis, Risk Management, Retirement Planning, Performance Management, Property & Casualty..., Series 7, Strategic Planning, Leadership, Business Strategy, Cross-functional Team..., Relationship Management, Program Management, Business Process...
Education
Minneapolis Community and Technical College 1986 — 1990
Business
McConnell Travel School 1981 — 1983
Travel, Agent
Nevada High School 1979 — 1982
Heidi Harrell's Ameriprise Financial Experience June 2010 - June 2011
Job Business Analyst at TEKsystems
Industry Financial Services
Experience
Prime Therapeutics November 2011 - May 2012
Ameriprise Financial June 2010 - June 2011
Wachovia/Wells Fargo March 2009 - August 2009
Digital River March 2008 - November 2008
Ameriprise Financial 2004 - 2007
American Express Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
American Express Financial Advisors 1991 - 1999
American Express Financial Advisors 1985 - 1991
Skills
Vendor Management, Six Sigma, Financial Services, Business Analysis, Analysis, Requirements Gathering, SDLC
Education
Minnesota State University, Mankato
B.S.
Prime Therapeutics November 2011 - May 2012
Ameriprise Financial June 2010 - June 2011
Wachovia/Wells Fargo March 2009 - August 2009
Digital River March 2008 - November 2008
Ameriprise Financial 2004 - 2007
American Express Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
American Express Financial Advisors 1991 - 1999
American Express Financial Advisors 1985 - 1991
Skills
Vendor Management, Six Sigma, Financial Services, Business Analysis, Analysis, Requirements Gathering, SDLC
Education
Minnesota State University, Mankato
B.S.
Paul Higdon's Ameriprise Financial Experience March 1975 - June 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. August 2007 - Present
Ameriprise Financial March 1975 - June 2006
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, IT Strategy, Visio, Software Project..., Process Improvement, DB2, COBOL, Business Process..., Business Intelligence, Enterprise Architecture, Business Requirements, PMP, Project Portfolio...
Education
Minnesota State University, Mankato 1971 — 1974
BS, Business Administration
Ameriprise Financial Services, Inc. August 2007 - Present
Ameriprise Financial March 1975 - June 2006
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, IT Strategy, Visio, Software Project..., Process Improvement, DB2, COBOL, Business Process..., Business Intelligence, Enterprise Architecture, Business Requirements, PMP, Project Portfolio...
Education
Minnesota State University, Mankato 1971 — 1974
BS, Business Administration
Craig Vraa's Ameriprise Financial Experience April 2010 - Present
Job Senior Customer Service Associate/Corporate Notary
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
Midwest Mobile Closing and Notary, LLC July 2012 - December 2013
Rels Valuation October 2009 - January 2010
Full Circle Lending January 2009 - October 2009
Northland Business Systems July 2008 - October 2008
Sunrise Community Bank January 2008 - June 2008
Wells Fargo/Accountemps October 2007 - December 2007
New Century Mortgage October 2003 - April 2007
Skills
Credit, Mortgage Banking, Residential Mortgages, Refinance, Banking, Loan Origination, Mortgage Lending, Real Estate, Customer Service, Cold Calling, Mortgage Underwriting, Insurance, Underwriting, Training, Management
Education
Minnesota School of Business 1999 — 2001
Diploma, Computer Networking
Park Center High School 1991 — 1993
Graduate
Ameriprise Financial April 2010 - Present
Midwest Mobile Closing and Notary, LLC July 2012 - December 2013
Rels Valuation October 2009 - January 2010
Full Circle Lending January 2009 - October 2009
Northland Business Systems July 2008 - October 2008
Sunrise Community Bank January 2008 - June 2008
Wells Fargo/Accountemps October 2007 - December 2007
New Century Mortgage October 2003 - April 2007
Skills
Credit, Mortgage Banking, Residential Mortgages, Refinance, Banking, Loan Origination, Mortgage Lending, Real Estate, Customer Service, Cold Calling, Mortgage Underwriting, Insurance, Underwriting, Training, Management
Education
Minnesota School of Business 1999 — 2001
Diploma, Computer Networking
Park Center High School 1991 — 1993
Graduate
Rita Stodolka's Ameriprise Financial Experience June 2006 - February 2009
Job Office Management and Consulting / Owner at RL Service and Consulting
Industry Marketing and Advertising
Experience
RL Service and Consulting June 2009 - Present
Whittier Alliance December 2013 - Present
Whittier International Elementary School PTA July 2007 - August 2009
Ameriprise Financial June 2006 - February 2009
Ameriprise Financial September 2004 - June 2006
Ameriprise Financial March 1999 - September 2004
Skills
Editing, Adobe Acrobat, Microsoft Excel, Adobe Creative Suite, Microsoft Word, PowerPoint, Process Improvement, Microsoft Office, CSS, XHTML, Dreamweaver, Process Mapping, Illustrator, Adobe Acrobat..., Wordpress, Six Sigma, QuickBooks, Quicken, JavaScript, Lotus Notes, Photoshop, Problem Solving, Writing, Web Design, MailChimp, WordPress Design
Education
Minneapolis College of Art and Design 2009 — 2009
Certificate, Web design
Minneapolis Community and Technical College 2009 — 2009
Certificate, Web design and development
University of Minnesota-Twin Cities 1986 — 1991
Theater, French, sociology
RL Service and Consulting June 2009 - Present
Whittier Alliance December 2013 - Present
Whittier International Elementary School PTA July 2007 - August 2009
Ameriprise Financial June 2006 - February 2009
Ameriprise Financial September 2004 - June 2006
Ameriprise Financial March 1999 - September 2004
Skills
Editing, Adobe Acrobat, Microsoft Excel, Adobe Creative Suite, Microsoft Word, PowerPoint, Process Improvement, Microsoft Office, CSS, XHTML, Dreamweaver, Process Mapping, Illustrator, Adobe Acrobat..., Wordpress, Six Sigma, QuickBooks, Quicken, JavaScript, Lotus Notes, Photoshop, Problem Solving, Writing, Web Design, MailChimp, WordPress Design
Education
Minneapolis College of Art and Design 2009 — 2009
Certificate, Web design
Minneapolis Community and Technical College 2009 — 2009
Certificate, Web design and development
University of Minnesota-Twin Cities 1986 — 1991
Theater, French, sociology
Patricia Jewelle's Ameriprise Financial Experience February 2002 - May 2008
Job Administrative Assistant at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
Ameriprise Financial Advisors August 2009 - Present
Ameriprise Financial Services April 2008 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - August 2014
Ameriprise Financial February 2002 - May 2008
Ameriprise Financial Services, Inc. July 2000 - July 2001
HOM Furniture May 1997 - July 2000
Skills
Administrative..., Calendars, Lotus Notes, Microsoft Word, Microsoft Excel, Management, Human Resources, Accounting, Administrative...
Education
Minnesota School of Business 2004 — 2005
diploma, Certified Massage Therapist
Frank B Kellogg
Lakewood Community College
General Studies
Minnesota School of Business
Post, Secondary Education
KPMG August 2014 - Present
Ameriprise Financial Advisors August 2009 - Present
Ameriprise Financial Services April 2008 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - August 2014
Ameriprise Financial February 2002 - May 2008
Ameriprise Financial Services, Inc. July 2000 - July 2001
HOM Furniture May 1997 - July 2000
Skills
Administrative..., Calendars, Lotus Notes, Microsoft Word, Microsoft Excel, Management, Human Resources, Accounting, Administrative...
Education
Minnesota School of Business 2004 — 2005
diploma, Certified Massage Therapist
Frank B Kellogg
Lakewood Community College
General Studies
Minnesota School of Business
Post, Secondary Education
Nephi Vaughan's Ameriprise Financial Experience May 2004 - July 2006
Job Marketing Ambassador at Welk Resort Group
Industry Marketing and Advertising
Experience
Welk Resort Group July 2012 - Present
Your Company October 2011 - Present
Apartment Management Company March 2010 - February 2011
United Parcel Service February 2007 - September 2008
Sundays Energy June 2006 - August 2008
Ameriprise Financial May 2004 - July 2006
American Express Ameriprise Financial October 2002 - May 2004
Chi-Chi’s Restaurante July 2002 - July 2003
Hollywood Video January 2002 - November 2002
Skills
Process Improvement, Training, Customer Service, Six Sigma, Software Documentation, Vendor Management, Program Management, Leadership, Microsoft Office, Team Building, Accounting, Microsoft Excel, Microsoft Word, Performance Management, PowerPoint, Management, Human Resources, Marketing, Time Management, Sales, Budgets
Education
Minneapolis Community and Technical College 2008 — 2009
Normandale Community College 2007 — 2008
Spanish, Botany, Calculus
Southwest High School High School 1998 — 2002
Diploma, Calculus, French, German
Welk Resort Group July 2012 - Present
Your Company October 2011 - Present
Apartment Management Company March 2010 - February 2011
United Parcel Service February 2007 - September 2008
Sundays Energy June 2006 - August 2008
Ameriprise Financial May 2004 - July 2006
American Express Ameriprise Financial October 2002 - May 2004
Chi-Chi’s Restaurante July 2002 - July 2003
Hollywood Video January 2002 - November 2002
Skills
Process Improvement, Training, Customer Service, Six Sigma, Software Documentation, Vendor Management, Program Management, Leadership, Microsoft Office, Team Building, Accounting, Microsoft Excel, Microsoft Word, Performance Management, PowerPoint, Management, Human Resources, Marketing, Time Management, Sales, Budgets
Education
Minneapolis Community and Technical College 2008 — 2009
Normandale Community College 2007 — 2008
Spanish, Botany, Calculus
Southwest High School High School 1998 — 2002
Diploma, Calculus, French, German
Deborah Carter, CFP's Ameriprise Financial Experience Financial AdvisorMorgan StanleyJuly 2007 - November 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Financial AdvisorMorgan StanleyJuly 2007 - November 2008
Education
Minnesota State University, Mankato
B.S.
Ameriprise Financial Financial AdvisorMorgan StanleyJuly 2007 - November 2008
Education
Minnesota State University, Mankato
B.S.
Joe Creedon CRPC®'s Ameriprise Financial Experience September 2004 - Present
Job RSA at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2004 - Present
Piper Jaffray November 1999 - October 2002
PepsiCo April 1984 - June 1999
Skills
Series 7, Series 63, Series 65, Series 31, Minnesota Life and..., Investments, Wealth Management, Financial Planning, Retirement Planning, Asset Allocation, CRPC® Chartered..., Banking, Mutual Funds, Retirement, IRAs, Finance, Series 24, Investment Advisory, 401k, Financial Advisory, FINRA, Financial Services, Securities, Strategic Financial..., Uniform Combined State..., Fixed Annuities, Series 6, Social Media
Education
Minnesota State University, Mankato 1977 — 1978
NA, Business
Ameriprise Financial September 2004 - Present
Piper Jaffray November 1999 - October 2002
PepsiCo April 1984 - June 1999
Skills
Series 7, Series 63, Series 65, Series 31, Minnesota Life and..., Investments, Wealth Management, Financial Planning, Retirement Planning, Asset Allocation, CRPC® Chartered..., Banking, Mutual Funds, Retirement, IRAs, Finance, Series 24, Investment Advisory, 401k, Financial Advisory, FINRA, Financial Services, Securities, Strategic Financial..., Uniform Combined State..., Fixed Annuities, Series 6, Social Media
Education
Minnesota State University, Mankato 1977 — 1978
NA, Business
Stephen R. Stolz, MBA, CFP®, ChFC®, APMA®'s Ameriprise Financial Experience September 2001 - Present
Job Financial Advisor, Echelon Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 2001 - Present
Alcatel September 1997 - August 2001
United States Air Force June 1994 - September 1997
Education
Tarleton State University 1995 — 1997
M.B.A., Finance
Milwaukee School of Engineering 1990 — 1994
B.S., Electrical Engineering
Ameriprise Financial September 2001 - Present
Alcatel September 1997 - August 2001
United States Air Force June 1994 - September 1997
Education
Tarleton State University 1995 — 1997
M.B.A., Finance
Milwaukee School of Engineering 1990 — 1994
B.S., Electrical Engineering
Laurie Mikkonen's Ameriprise Financial Experience November 2009 - July 2010
Job Associate Accounting Director at OptumInsight
Industry Accounting
Experience
OptumInsight February 2012 - Present
OptumInsight August 2011 - April 2012
Ingenix October 2010 - April 2011
Ameriprise Financial November 2009 - July 2010
Residential Capital August 2008 - July 2009
UnitedHealth Group January 2007 - June 2008
The Mosaic Company May 2006 - December 2006
Residential Capital September 2003 - April 2006
Green Tree Servicing July 2000 - August 2003
Kontron October 1998 - June 2000
Education
Minnesota State University, Mankato 1990 — 1994
B.S., Accounting
OptumInsight February 2012 - Present
OptumInsight August 2011 - April 2012
Ingenix October 2010 - April 2011
Ameriprise Financial November 2009 - July 2010
Residential Capital August 2008 - July 2009
UnitedHealth Group January 2007 - June 2008
The Mosaic Company May 2006 - December 2006
Residential Capital September 2003 - April 2006
Green Tree Servicing July 2000 - August 2003
Kontron October 1998 - June 2000
Education
Minnesota State University, Mankato 1990 — 1994
B.S., Accounting
Carrie Cote's Ameriprise Financial Experience 1994 - Present
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2003 - Present
Ameriprise Financial 1994 - Present
First Barber 1991 - 1995
Equity Title 1987 - 1991
Skills
Requirements Gathering, Process Improvement, Financial Services, Business Analysis, Mutual Funds, Business Process..., Risk Management, Project Management, Visio, Insurance, Retirement Planning, Change Management
Education
Cosmetology Training Center 1980 — 1981
MN State License
Minnesota State University, Mankato 1978 — 1980
Ameriprise Financial Services, Inc. January 2003 - Present
Ameriprise Financial 1994 - Present
First Barber 1991 - 1995
Equity Title 1987 - 1991
Skills
Requirements Gathering, Process Improvement, Financial Services, Business Analysis, Mutual Funds, Business Process..., Risk Management, Project Management, Visio, Insurance, Retirement Planning, Change Management
Education
Cosmetology Training Center 1980 — 1981
MN State License
Minnesota State University, Mankato 1978 — 1980
Chris Mocol's Ameriprise Financial Experience February 2008 - Present
Job Finance Director, Asst. Controller Ameriprise Bank at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2008 - Present
Marshall BankFirst April 2007 - January 2008
TCF Bank August 2001 - April 2007
Travelers January 1999 - July 2001
Wells Fargo October 1996 - January 1999
Land O'Lakes April 1995 - October 1996
McGladrey January 1990 - March 1995
Skills
Financial Reporting, Consolidation, Month End Close, Financial Systems, Accounting Operations, Technical Accounting..., Budgets, Forecasting, Project Management, Process Improvement, Corporate Finance, Financial Modeling, Strategic Financial..., Accounting, General Ledger, Mergers & Acquisitions
Education
Minnesota State University, Mankato 1986 — 1989
Bachelor of Science (B.S.), Accounting
Ameriprise Financial February 2008 - Present
Marshall BankFirst April 2007 - January 2008
TCF Bank August 2001 - April 2007
Travelers January 1999 - July 2001
Wells Fargo October 1996 - January 1999
Land O'Lakes April 1995 - October 1996
McGladrey January 1990 - March 1995
Skills
Financial Reporting, Consolidation, Month End Close, Financial Systems, Accounting Operations, Technical Accounting..., Budgets, Forecasting, Project Management, Process Improvement, Corporate Finance, Financial Modeling, Strategic Financial..., Accounting, General Ledger, Mergers & Acquisitions
Education
Minnesota State University, Mankato 1986 — 1989
Bachelor of Science (B.S.), Accounting
Linda Horn-Benson's Ameriprise Financial Experience August 2013 - Present
Job Director Corporate Treasury at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial August 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - August 2013
Ameriprise Financial Services, Inc. January 2007 - June 2009
GMAC ResCap 2001 - 2006
Skills
Cash Management, Strategic Financial..., Investments, Treasury, Financial Analysis, Banking, Treasury Management, Finance, Financial Modeling, Portfolio Management
Education
Minnesota State University, Mankato 1994 — 1999
Minnesota State University, Mankato 1994 — 1999
Rocori High School 1985 — 1989
Rocori 1984 — 1989
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial August 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - August 2013
Ameriprise Financial Services, Inc. January 2007 - June 2009
GMAC ResCap 2001 - 2006
Skills
Cash Management, Strategic Financial..., Investments, Treasury, Financial Analysis, Banking, Treasury Management, Finance, Financial Modeling, Portfolio Management
Education
Minnesota State University, Mankato 1994 — 1999
Minnesota State University, Mankato 1994 — 1999
Rocori High School 1985 — 1989
Rocori 1984 — 1989
Chris Rounds's Ameriprise Financial Experience March 2011 - Present
Job Registered Principal at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2011 - Present
Ameriprise Financial July 2008 - March 2011
Education
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelors, Finance
Ameriprise Financial March 2011 - Present
Ameriprise Financial July 2008 - March 2011
Education
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelors, Finance
Bennie Speers, PHR's Ameriprise Financial Experience November 2006 - July 2011
Job Recruiting Coordinator at US Bank
Industry Financial Services
Experience
US Bank August 2011 - Present
Ameriprise Financial November 2006 - July 2011
Education
Minnesota State University, Mankato 1978 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
US Bank August 2011 - Present
Ameriprise Financial November 2006 - July 2011
Education
Minnesota State University, Mankato 1978 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Pete M Moses's Ameriprise Financial Experience January 2011 - November 2011
Job CRM Consultant
Industry Financial Services
Experience
Power Objects 2014 - Present
Optimum Healthcare January 2013 - December 2013
Express Scripts-Medco October 2012 - December 2012
Xcel Energy Corp November 2011 - September 2012
Ameriprise Financial January 2011 - November 2011
TARGET CORPORATION January 2010 - December 2010
State Street Bank & Trust Company January 2007 - December 2009
Skills
Microsoft CRM, Business Analysis, Business Planning, Banking, Business Intelligence, Software Project..., Software Implementation, Business Strategy, Healthcare, Data Analysis, Data Migration, Data Warehousing, Microsoft Word, Microsoft Project, Visio, Accounting, Customer Service, Applicant Tracking..., Management, Leadership, Consulting, CRM, SDLC, Recruiting, Process Improvement, Sourcing, Talent Acquisition, Team Leadership
Education
Middlesex University
Bachelor's Degree, Accounting and Economics, 3.95
University of Oxford - Said Business School
Master of Business Administration (M.B.A.), Business Administration and International Trade, 3.90
Power Objects 2014 - Present
Optimum Healthcare January 2013 - December 2013
Express Scripts-Medco October 2012 - December 2012
Xcel Energy Corp November 2011 - September 2012
Ameriprise Financial January 2011 - November 2011
TARGET CORPORATION January 2010 - December 2010
State Street Bank & Trust Company January 2007 - December 2009
Skills
Microsoft CRM, Business Analysis, Business Planning, Banking, Business Intelligence, Software Project..., Software Implementation, Business Strategy, Healthcare, Data Analysis, Data Migration, Data Warehousing, Microsoft Word, Microsoft Project, Visio, Accounting, Customer Service, Applicant Tracking..., Management, Leadership, Consulting, CRM, SDLC, Recruiting, Process Improvement, Sourcing, Talent Acquisition, Team Leadership
Education
Middlesex University
Bachelor's Degree, Accounting and Economics, 3.95
University of Oxford - Said Business School
Master of Business Administration (M.B.A.), Business Administration and International Trade, 3.90
Elizabeth Longo's Ameriprise Financial Experience September 1997 - January 2007
Job Administrative Assistant to VP Advisor Online Servicing at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1997 - January 2007
Professional Color Services, Inc. (ProColor) 1993 - 1997
Hilary B Photography 1995 - 1996
Education
Minneapolis Community and Technical College 1992 — 1995
Diploma 1995, Media Production, Photography
Minneapolis College of Art and Design 1990 — 1991
Ameriprise Financial September 1997 - January 2007
Professional Color Services, Inc. (ProColor) 1993 - 1997
Hilary B Photography 1995 - 1996
Education
Minneapolis Community and Technical College 1992 — 1995
Diploma 1995, Media Production, Photography
Minneapolis College of Art and Design 1990 — 1991
John McFarland CRPC, CMFC's Ameriprise Financial Experience August 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2004 - Present
ISD 196 September 1990 - June 2004
Education
Minnesota State University, Mankato 2000 — 2003
M.S., Educational Administration
St. Cloud State University 1984 — 1990
B.S., Education
Ameriprise Financial August 2004 - Present
ISD 196 September 1990 - June 2004
Education
Minnesota State University, Mankato 2000 — 2003
M.S., Educational Administration
St. Cloud State University 1984 — 1990
B.S., Education
Sherry LePage's Ameriprise Financial Experience May 2009 - December 2009
Job Experienced Financial Services and Customer Service Professional with an AAS Degree in Homeland Security
Industry Financial Services
Experience
Accurate Auto and Tire June 2010 - Present
Ameriprise Financial, Minneapolis, MN 2011 - 2012
Minneapolis Community and Technical College January 2010 - December 2011
Ameriprise Financial May 2009 - December 2009
Ameriprise Financial January 2007 - May 2009
Ameriprise Financial February 2006 - January 2007
Ameriprise Financial August 2004 - February 2006
American Express Financial Advisors August 2000 - February 2006
American Express Financial Advisors January 1998 - August 2000
Wells Fargo June 1997 - January 1998
Skills
Project Management, Leadership, Team Leadership, Analysis, Vendor Management, Strategic Planning, Visio, Risk Assessment, Project Portfolio..., Service Management, Customer Service, Customer Retention
Education
Minneapolis Community and Technical College 2010 — 2011
AAS Homeland Security, Homeland Security, 4.0
Accurate Auto and Tire June 2010 - Present
Ameriprise Financial, Minneapolis, MN 2011 - 2012
Minneapolis Community and Technical College January 2010 - December 2011
Ameriprise Financial May 2009 - December 2009
Ameriprise Financial January 2007 - May 2009
Ameriprise Financial February 2006 - January 2007
Ameriprise Financial August 2004 - February 2006
American Express Financial Advisors August 2000 - February 2006
American Express Financial Advisors January 1998 - August 2000
Wells Fargo June 1997 - January 1998
Skills
Project Management, Leadership, Team Leadership, Analysis, Vendor Management, Strategic Planning, Visio, Risk Assessment, Project Portfolio..., Service Management, Customer Service, Customer Retention
Education
Minneapolis Community and Technical College 2010 — 2011
AAS Homeland Security, Homeland Security, 4.0
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.