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
Stephanie Barie Stephanie Barie's Ameriprise Financial Experience September 2010 - December 2010
Job CBS Facilitator at Howden North America Inc.
Industry Retail
Experience
Howden North America Inc. October 2014 - Present
Howden North America Inc. July 2013 - October 2014
Target June 2011 - July 2013
M&T Bank January 2011 - May 2011
Ameriprise Financial September 2010 - December 2010
Citigroup June 2010 - August 2010
H&R Block/ Fox Financial December 2005 - January 2010
Skills
Microsoft Excel, Forecasting, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Inventory Management, Financial Analysis, Retail, Sales, Time Management, Leadership, Marketing, Access, Outlook, Team Leadership
Education
Niagara University 2009 — 2011
Bachelor of Science, Finance
St. John Fisher College 2007 — 2009
Coursework, Finance
Howden North America Inc. October 2014 - Present
Howden North America Inc. July 2013 - October 2014
Target June 2011 - July 2013
M&T Bank January 2011 - May 2011
Ameriprise Financial September 2010 - December 2010
Citigroup June 2010 - August 2010
H&R Block/ Fox Financial December 2005 - January 2010
Skills
Microsoft Excel, Forecasting, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Inventory Management, Financial Analysis, Retail, Sales, Time Management, Leadership, Marketing, Access, Outlook, Team Leadership
Education
Niagara University 2009 — 2011
Bachelor of Science, Finance
St. John Fisher College 2007 — 2009
Coursework, Finance
Loree Rossi Loree Rossi's Ameriprise Financial Experience February 2005 - April 2014
Job Sales Coordinator
Industry Consumer Goods
Experience
Epoca International November 2014 - Present
Grant Thornton LLP May 2014 - October 2014
Ameriprise Financial February 2005 - April 2014
National Distributing Company April 1998 - January 2002
Skills
Marketing Communications, Sales Management, Investments, Strategic Financial..., Sales, Social Media, Marketing, Customer Service, Social Media Marketing, Marketing Strategy, Strategic Planning, Event Management, Event Planning, New Business Development, Advertising, SEO, Email Marketing, Small Business, Management, Market Research
Education
Monroe College 1992 — 1994
AAS, Business Administration/Marketing
Epoca International November 2014 - Present
Grant Thornton LLP May 2014 - October 2014
Ameriprise Financial February 2005 - April 2014
National Distributing Company April 1998 - January 2002
Skills
Marketing Communications, Sales Management, Investments, Strategic Financial..., Sales, Social Media, Marketing, Customer Service, Social Media Marketing, Marketing Strategy, Strategic Planning, Event Management, Event Planning, New Business Development, Advertising, SEO, Email Marketing, Small Business, Management, Market Research
Education
Monroe College 1992 — 1994
AAS, Business Administration/Marketing
Jason Reynolds, CFP, ChFC's Ameriprise Financial Experience August 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1997 - Present
Ameriprise Financial August 1997 - Present
Education
Missouri State University
Bachelors, Finance
Ameriprise Financial Services, Inc. August 1997 - Present
Ameriprise Financial August 1997 - Present
Education
Missouri State University
Bachelors, Finance
Kevin Blick's Ameriprise Financial Experience 2007 - February 2011
Job Financial Advisor with Verhaeghe, Gudenkauf & Associates at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Ameriprise Financial 2007 - February 2011
Education
Newman University 2001 — 2005
Management and Marketing
Merrill Lynch February 2011 - Present
Ameriprise Financial 2007 - February 2011
Education
Newman University 2001 — 2005
Management and Marketing
Luke Nagell Luke Nagell's Ameriprise Financial Experience June 2006 - July 2007
Job Associate Portfolio Manager at Weatherstone Capital Management
Industry Investment Management
Experience
Gallatin River Capital September 2011 - Present
Weatherstone Capital Management February 2009 - Present
Weatherstone Capital Management November 2007 - February 2009
Ameriprise Financial June 2006 - July 2007
Wells Fargo Securities Lending 2005 - 2005
Skills
Investment Advisory, Investment Management, Portfolio Management, Investment Performance, Series 65, Tactical Asset..., Investment Policy, Fixed Income Portfolio..., Global Tactical Asset..., Alternative Investments, Wealth Preservation..., Performance Attribution, GIPS, GIPS Compliance, 401k Rollovers, Charitable Trusts, Microsoft Excel, Access Database, Operations Management, Risk Management, Financial Modeling, Mutual Funds, Investment Strategies, Finance, Financial Analysis, Investments
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Finance and Energy
Montana State University-Bozeman 2000 — 2004
Bachelor of Arts, Finance
Gallatin River Capital September 2011 - Present
Weatherstone Capital Management February 2009 - Present
Weatherstone Capital Management November 2007 - February 2009
Ameriprise Financial June 2006 - July 2007
Wells Fargo Securities Lending 2005 - 2005
Skills
Investment Advisory, Investment Management, Portfolio Management, Investment Performance, Series 65, Tactical Asset..., Investment Policy, Fixed Income Portfolio..., Global Tactical Asset..., Alternative Investments, Wealth Preservation..., Performance Attribution, GIPS, GIPS Compliance, 401k Rollovers, Charitable Trusts, Microsoft Excel, Access Database, Operations Management, Risk Management, Financial Modeling, Mutual Funds, Investment Strategies, Finance, Financial Analysis, Investments
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Finance and Energy
Montana State University-Bozeman 2000 — 2004
Bachelor of Arts, Finance
Ashley Olson Ashley Olson's Ameriprise Financial Experience June 2013 - Present
Job Technology Ambassador at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2013 - Present
Ameriprise Financial August 2011 - June 2013
Capella University August 2010 - August 2011
Skills
Customer Service, Team Building, Project Management, Team Leadership, Microsoft Excel, Time Management, Microsoft Office, Leadership, Process Improvement, Public Speaking, Financial Services, Vendor Management, Training
Education
Minnesota State University, Moorhead 2004 — 2009
Bachelor of Science (BS), Mass Communication/Media Studies
University of Minnesota-Twin Cities 2005 — 2006
Ameriprise Financial June 2013 - Present
Ameriprise Financial August 2011 - June 2013
Capella University August 2010 - August 2011
Skills
Customer Service, Team Building, Project Management, Team Leadership, Microsoft Excel, Time Management, Microsoft Office, Leadership, Process Improvement, Public Speaking, Financial Services, Vendor Management, Training
Education
Minnesota State University, Moorhead 2004 — 2009
Bachelor of Science (BS), Mass Communication/Media Studies
University of Minnesota-Twin Cities 2005 — 2006
Austin Wright's Ameriprise Financial Experience May 2008 - December 2009
Job Manager, Strategic Accounts
Industry Information Services
Experience
CMD (Reed Construction Data) January 2014 - Present
Reed Construction Data April 2013 - January 2014
Reed Construction Data December 2011 - April 2013
Fifth Third Bank January 2010 - July 2011
Ameriprise Financial May 2008 - December 2009
Edward Jones January 2004 - May 2008
Northwestern Mutual Financial Network August 2000 - April 2003
Skills
Insurance, Retirement Planning, CRM, Investments, Business Development, Strategic Financial..., Portfolio Management, Sales, Selling, Management, Marketing, Competitive Analysis, Cold Calling, Finance, Market Research, Account Management, Financial Planning, New Business Development
Education
Murray State University 2000 — 2003
B.S, Business; Finance and Economics
CMD (Reed Construction Data) January 2014 - Present
Reed Construction Data April 2013 - January 2014
Reed Construction Data December 2011 - April 2013
Fifth Third Bank January 2010 - July 2011
Ameriprise Financial May 2008 - December 2009
Edward Jones January 2004 - May 2008
Northwestern Mutual Financial Network August 2000 - April 2003
Skills
Insurance, Retirement Planning, CRM, Investments, Business Development, Strategic Financial..., Portfolio Management, Sales, Selling, Management, Marketing, Competitive Analysis, Cold Calling, Finance, Market Research, Account Management, Financial Planning, New Business Development
Education
Murray State University 2000 — 2003
B.S, Business; Finance and Economics
Monica Millette, QKA Monica Millette, QKA's Ameriprise Financial Experience June 1996 - December 2004
Job Vice President / Retirement Services Division Manager at Heartland Trust Company
Industry Financial Services
Experience
Heartland Trust Company January 2014 - Present
Bell State Bank & Trust June 2006 - January 2014
RBC Dain Rauscher February 2005 - June 2006
Ameriprise Financial June 1996 - December 2004
Pine to Priarie Girl Scout Counsel 1998 - 2003
Skills
QKA, Qualified 401k..., Wealth Management, Banking, Retail Banking, Finance, Retirement Planning, Management, Employee Benefits, Retirement, Investments, Portfolio Management, Credit, Loans, Commercial Lending, Financial Analysis, Leadership, Customer Service
Education
Minnesota State University, Moorhead
Business Administration and Management, General
Heartland Trust Company January 2014 - Present
Bell State Bank & Trust June 2006 - January 2014
RBC Dain Rauscher February 2005 - June 2006
Ameriprise Financial June 1996 - December 2004
Pine to Priarie Girl Scout Counsel 1998 - 2003
Skills
QKA, Qualified 401k..., Wealth Management, Banking, Retail Banking, Finance, Retirement Planning, Management, Employee Benefits, Retirement, Investments, Portfolio Management, Credit, Loans, Commercial Lending, Financial Analysis, Leadership, Customer Service
Education
Minnesota State University, Moorhead
Business Administration and Management, General
Brian S Nason, MBA, CRPC Brian S Nason, MBA, CRPC's Ameriprise Financial Experience March 1997 - Present
Job Platinum Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 1997 - Present
Education
Western Carolina University 1993 — 1995
MBA, Finance, Business Administration
North Carolina State University 1982 — 1989
BA, Accounting, Business Management
Ameriprise Financial March 1997 - Present
Education
Western Carolina University 1993 — 1995
MBA, Finance, Business Administration
North Carolina State University 1982 — 1989
BA, Accounting, Business Management
Kyle Gibson Kyle Gibson's Ameriprise Financial Experience February 2004 - September 2006
Job Sales at Siemens Healthcare
Industry Medical Devices
Experience
Siemens Healthcare March 2015 - Present
Toshiba America Medical Systems March 2013 - March 2015
Belmont Instrument Corporation January 2009 - March 2013
RR Donnelley September 2006 - December 2008
Ameriprise Financial February 2004 - September 2006
Skills
Sales, Direct Sales, Cold Calling, Strategic Financial..., Sales Operations, Forecasting, Radiology, Operating Room, Capital Equipment, Hospitals, Cardiology, Selling, Surgeons, Marketing, Salesforce.com, Sales Process, Product Launch, Training, Market Development, Medical Devices, Sales Presentations, Product Marketing, Logistics
Education
Mississippi State University 1999 — 2003
B.A., Spanish
Mississippi State University - College of Business and Industry 1999 — 2003
B.S., Finance
Universidad de Costa Rica 2002 — 2002
Spanish
Siemens Healthcare March 2015 - Present
Toshiba America Medical Systems March 2013 - March 2015
Belmont Instrument Corporation January 2009 - March 2013
RR Donnelley September 2006 - December 2008
Ameriprise Financial February 2004 - September 2006
Skills
Sales, Direct Sales, Cold Calling, Strategic Financial..., Sales Operations, Forecasting, Radiology, Operating Room, Capital Equipment, Hospitals, Cardiology, Selling, Surgeons, Marketing, Salesforce.com, Sales Process, Product Launch, Training, Market Development, Medical Devices, Sales Presentations, Product Marketing, Logistics
Education
Mississippi State University 1999 — 2003
B.A., Spanish
Mississippi State University - College of Business and Industry 1999 — 2003
B.S., Finance
Universidad de Costa Rica 2002 — 2002
Spanish
Austin Pope Austin Pope's Ameriprise Financial Experience October 2011 - April 2012
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard October 2013 - October 2014
Coleman Research June 2013 - October 2013
Bosch North America September 2012 - January 2013
Praxair, Inc. 2012 - August 2012
Ameriprise Financial October 2011 - April 2012
Proehlific Park August 2009 - August 2011
Skills
Microsoft Office, Marketing, Customer Service, CRM, Data Analysis, Lead Generation, Analysis, Digital Marketing, Microsoft Excel, Marketing Strategy, Social Media Marketing, Accounting, Business Development, Management, Spanish, Salesforce.com, Research, Team Leadership, Project Management, Market Research, Sales, Leadership, New Business Development, Social Media, Social Networking, Finance, Marketing Communications, Microsoft Word, Facebook, Event Management, Public Speaking, PowerPoint, Financial Analysis, Team Building, Event Planning, Public Relations, Teamwork, Strategic Planning, Time Management, Advertising, Series 7, Series 63
Education
North Carolina State University 2009 — 2013
Bachelor of Science, Business Administration- Marketing
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Vanguard October 2014 - Present
Vanguard October 2013 - October 2014
Coleman Research June 2013 - October 2013
Bosch North America September 2012 - January 2013
Praxair, Inc. 2012 - August 2012
Ameriprise Financial October 2011 - April 2012
Proehlific Park August 2009 - August 2011
Skills
Microsoft Office, Marketing, Customer Service, CRM, Data Analysis, Lead Generation, Analysis, Digital Marketing, Microsoft Excel, Marketing Strategy, Social Media Marketing, Accounting, Business Development, Management, Spanish, Salesforce.com, Research, Team Leadership, Project Management, Market Research, Sales, Leadership, New Business Development, Social Media, Social Networking, Finance, Marketing Communications, Microsoft Word, Facebook, Event Management, Public Speaking, PowerPoint, Financial Analysis, Team Building, Event Planning, Public Relations, Teamwork, Strategic Planning, Time Management, Advertising, Series 7, Series 63
Education
North Carolina State University 2009 — 2013
Bachelor of Science, Business Administration- Marketing
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Arlene Score Arlene Score's Ameriprise Financial Experience November 1995 - June 2008
Job Operations Manager/Executive Assistant at Keller Williams Realty, Inc.
Industry Health, Wellness and Fitness
Experience
Keller Williams Realty, Inc. August 2015 - Present
Rust Consulting March 2015 - May 2015
Life Time Fitness June 2008 - January 2015
Ameriprise Financial November 1995 - June 2008
Skills
Event Planning, Administrative..., Outlook, Leadership, PowerPoint, Sales, Time Management, Customer Service, Training, Office Management, Management, Data Entry, Administrative..., Nonprofits, Teamwork, Team Leadership, Facebook, Microsoft Excel, Non-profits, Lotus Notes, Access, Team Building, Project Management, Marketing, Microsoft Office, Budgets, Process Improvement, Social Media, Event Management, Strategic Planning, Coaching, Salesforce, SharePoint..., Human Resources Support, Problem Solving, Social Networking, Concur Travel and..., MS Publisher, Workday Administration
Education
Normandale Community College 1989 — 1990
Secretarial Management
Chenango Forks High School 1982 — 1984
Diploma
Colegio Internacional de Caracas 1980 — 1982
Keller Williams Realty, Inc. August 2015 - Present
Rust Consulting March 2015 - May 2015
Life Time Fitness June 2008 - January 2015
Ameriprise Financial November 1995 - June 2008
Skills
Event Planning, Administrative..., Outlook, Leadership, PowerPoint, Sales, Time Management, Customer Service, Training, Office Management, Management, Data Entry, Administrative..., Nonprofits, Teamwork, Team Leadership, Facebook, Microsoft Excel, Non-profits, Lotus Notes, Access, Team Building, Project Management, Marketing, Microsoft Office, Budgets, Process Improvement, Social Media, Event Management, Strategic Planning, Coaching, Salesforce, SharePoint..., Human Resources Support, Problem Solving, Social Networking, Concur Travel and..., MS Publisher, Workday Administration
Education
Normandale Community College 1989 — 1990
Secretarial Management
Chenango Forks High School 1982 — 1984
Diploma
Colegio Internacional de Caracas 1980 — 1982
James Oppenheimer James Oppenheimer's Ameriprise Financial Experience July 2005 - May 2006
Job Claims Service Consultant at Holmes Murphy & Associates
Industry Insurance
Experience
Augustana University August 2015 - Present
Holmes Murphy & Associates June 2014 - Present
Dakota Alliance Soccer Club August 2009 - Present
FMG Direct Ltd January 2008 - Present
Howalt+McDowell Insurance, a Marsh & McLennan Agency October 2012 - May 2014
Progressive Insurance January 2008 - October 2012
Progressive May 2006 - December 2007
Ameriprise Financial July 2005 - May 2006
Ameriprise Financial June 2004 - July 2005
Skills
Training, Process Improvement, Claim, Liability, Team Leadership, Negotiation, Coaching, Customer Service, Personal Injury, Six Sigma, Accident, Financial Risk, Property, Strategic Planning, Lean Manufacturing, Analysis, Team Building, Microsoft Excel, Microsoft Office, Management, Event Planning, Analytics, Data Analysis, PowerPoint, Leadership Development, Recruiting, Microsoft Word, SharePoint, Insurance
Education
Minnesota State University, Moorhead 2005 — 2006
Bachelor Of Science, International Business
Minnesota State University, Moorhead 2000 — 2002
Bachelor of Science, International Business
Augustana University August 2015 - Present
Holmes Murphy & Associates June 2014 - Present
Dakota Alliance Soccer Club August 2009 - Present
FMG Direct Ltd January 2008 - Present
Howalt+McDowell Insurance, a Marsh & McLennan Agency October 2012 - May 2014
Progressive Insurance January 2008 - October 2012
Progressive May 2006 - December 2007
Ameriprise Financial July 2005 - May 2006
Ameriprise Financial June 2004 - July 2005
Skills
Training, Process Improvement, Claim, Liability, Team Leadership, Negotiation, Coaching, Customer Service, Personal Injury, Six Sigma, Accident, Financial Risk, Property, Strategic Planning, Lean Manufacturing, Analysis, Team Building, Microsoft Excel, Microsoft Office, Management, Event Planning, Analytics, Data Analysis, PowerPoint, Leadership Development, Recruiting, Microsoft Word, SharePoint, Insurance
Education
Minnesota State University, Moorhead 2005 — 2006
Bachelor Of Science, International Business
Minnesota State University, Moorhead 2000 — 2002
Bachelor of Science, International Business
Marc Elcock's Ameriprise Financial Experience July 2010 - April 2013
Job Digital Legal Affairs Assistant at Warner Music Group
Industry Media Production
Experience
Warner Music Group April 2013 - Present
Ameriprise Financial July 2010 - April 2013
The Weinstein Company April 2008 - June 2009
NBC Universal 2006 - 2007
Skills
Microsoft Office, Photoshop, Lotus Notes, Event Planning, Accounts Payable, Word, Excel, Outlook, Social Media, Microsoft Excel, Microsoft Word, Bass Guitar, Research, Data Entry, Community Outreach, PowerPoint, Editing, Customer Service, Social Networking, Writing
Education
New York University 2003 — 2007
B.S., Communication Studies
Sheepshead Bay High School 1999 — 2003
Warner Music Group April 2013 - Present
Ameriprise Financial July 2010 - April 2013
The Weinstein Company April 2008 - June 2009
NBC Universal 2006 - 2007
Skills
Microsoft Office, Photoshop, Lotus Notes, Event Planning, Accounts Payable, Word, Excel, Outlook, Social Media, Microsoft Excel, Microsoft Word, Bass Guitar, Research, Data Entry, Community Outreach, PowerPoint, Editing, Customer Service, Social Networking, Writing
Education
New York University 2003 — 2007
B.S., Communication Studies
Sheepshead Bay High School 1999 — 2003
Justin Daley, CFP® Justin Daley, CFP®'s Ameriprise Financial Experience January 2006 - November 2009
Job Branch Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2011
Ameriprise Financial January 2006 - November 2009
Education
New Mexico State University 1998 — 2000
BS, Comp Sci
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2011
Ameriprise Financial January 2006 - November 2009
Education
New Mexico State University 1998 — 2000
BS, Comp Sci
John L. Kramer, CFP John L. Kramer, CFP's Ameriprise Financial Experience June 2000 - Present
Job Financial Advisor with the practice of Richard Oaster at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2000 - Present
Skills
Estate Planning, Investments, Retirement, Insurance, Retirement Planning, Wealth, Financial Planners, Strategic Planning, Finance, Public Speaking, Management, Leadership, Business Analysis
Education
Nazareth College of Rochester 1995 — 2000
B.A., Sociology, Environmental Science, Bio Ethics
Salisbury Preparatory High School, Salisbury, CT 1994 — 1995
Ameriprise Financial June 2000 - Present
Skills
Estate Planning, Investments, Retirement, Insurance, Retirement Planning, Wealth, Financial Planners, Strategic Planning, Finance, Public Speaking, Management, Leadership, Business Analysis
Education
Nazareth College of Rochester 1995 — 2000
B.A., Sociology, Environmental Science, Bio Ethics
Salisbury Preparatory High School, Salisbury, CT 1994 — 1995
Gary Guglielmello CFP®, MBA Gary Guglielmello CFP®, MBA's Ameriprise Financial Experience Executive Vice President - Product DevelopmentForefield Inc.1998 - 2001
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Executive Vice President - Product DevelopmentForefield Inc.1998 - 2001
American Express Financial Advisors 1988 - 1998
Education
Nichols College 1975 — 1979
BSBA & MBA, Accounting and Finance
Ameriprise Financial Executive Vice President - Product DevelopmentForefield Inc.1998 - 2001
American Express Financial Advisors 1988 - 1998
Education
Nichols College 1975 — 1979
BSBA & MBA, Accounting and Finance
Michelle Tripp Michelle Tripp's Ameriprise Financial Experience November 2006 - October 2012
Job Sr. Support Asst. at MetLife
Industry Financial Services
Experience
MetLife 2013 - Present
Ameriprise Financial November 2006 - October 2012
Ace Hardware March 1992 - December 2005
Skills
Problem Solving, Mutual Funds, Insurance, Process Improvement, Microsoft Office, Series 7, Strategic Financial..., Customer Service, Retirement Planning, Series 63, Wealth Management
Education
Morton College 1986 — 1989
Associate's degree, Marketing
MetLife 2013 - Present
Ameriprise Financial November 2006 - October 2012
Ace Hardware March 1992 - December 2005
Skills
Problem Solving, Mutual Funds, Insurance, Process Improvement, Microsoft Office, Series 7, Strategic Financial..., Customer Service, Retirement Planning, Series 63, Wealth Management
Education
Morton College 1986 — 1989
Associate's degree, Marketing
Shannon Raines, CRPS®'s Ameriprise Financial Experience June 2004 - September 2009
Job Financial Associate at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons September 2009 - Present
Ameriprise Financial June 2004 - September 2009
NatCity Investments Inc August 2002 - June 2004
Edward Jones Investments March 1998 - May 2001
Education
University of Kentucky
B.B.A., Finance, Management
Murray State University
M.B.A., Master of Business in Finance
Hilliard Lyons September 2009 - Present
Ameriprise Financial June 2004 - September 2009
NatCity Investments Inc August 2002 - June 2004
Edward Jones Investments March 1998 - May 2001
Education
University of Kentucky
B.B.A., Finance, Management
Murray State University
M.B.A., Master of Business in Finance
Suzanne Kranitz's Ameriprise Financial Experience August 1996 - February 2000
Job Revenue Tax Specialist at State of Minnesota
Industry Health, Wellness and Fitness
Experience
State of Minnesota July 2015 - Present
State of Minnesota December 2012 - Present
NETA - National Exercise Trainers Association September 2001 - Present
YWCA March 1995 - Present
Golds Gym January 2003 - Present
National Exercise Trainers Association October 2000 - March 2012
YMCA October 2006 - September 2009
Northwest Athletic Club 2005 - 2007
Ameriprise Financial August 1996 - February 2000
First Bank December 1992 - October 1995
Skills
Research, Editing, Proofreading, Sourcing, Planning, Program Coordination, Internal Communications, Copywriting, Copy Editing, Marketing Communications, Wellness Coaching, Teaching Experience, Technical Writing, Rewriting, Customer Service, Problem Solving, Product Development, Microsoft Office, Collaboration Solutions, Formatting Documents, Employee Handbooks, Hiring Personnel, Managing Database, Curriculum Development, Curriculum Design, Program Development, Trade Show Exhibitor, Middle Management, Presenter, Microsoft Word, Microsoft Excel, MS Project, Word Processing, Wordsmithing, Project Planning, Fitness, Training, Wellness, Cardio, Public Speaking, Fitness Training, Coaching, Teaching
Education
National American University 1996 — 2000
B.S.
National American University 1995 — 1996
Diploma
State of Minnesota July 2015 - Present
State of Minnesota December 2012 - Present
NETA - National Exercise Trainers Association September 2001 - Present
YWCA March 1995 - Present
Golds Gym January 2003 - Present
National Exercise Trainers Association October 2000 - March 2012
YMCA October 2006 - September 2009
Northwest Athletic Club 2005 - 2007
Ameriprise Financial August 1996 - February 2000
First Bank December 1992 - October 1995
Skills
Research, Editing, Proofreading, Sourcing, Planning, Program Coordination, Internal Communications, Copywriting, Copy Editing, Marketing Communications, Wellness Coaching, Teaching Experience, Technical Writing, Rewriting, Customer Service, Problem Solving, Product Development, Microsoft Office, Collaboration Solutions, Formatting Documents, Employee Handbooks, Hiring Personnel, Managing Database, Curriculum Development, Curriculum Design, Program Development, Trade Show Exhibitor, Middle Management, Presenter, Microsoft Word, Microsoft Excel, MS Project, Word Processing, Wordsmithing, Project Planning, Fitness, Training, Wellness, Cardio, Public Speaking, Fitness Training, Coaching, Teaching
Education
National American University 1996 — 2000
B.S.
National American University 1995 — 1996
Diploma
Inder S Anand, CFS®, CRPC®, Financial Advisor Inder S Anand, CFS®, CRPC®, Financial Advisor's Ameriprise Financial Experience September 1997 - Present
Job at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 1997 - Present
Education
New York University 1984 — 1988
BA, Economics, Political Science
Ameriprise Financial September 1997 - Present
Education
New York University 1984 — 1988
BA, Economics, Political Science
Amanda Shilko Amanda Shilko's Ameriprise Financial Experience July 2007 - February 2008
Job Account Manager at Golden & Cohen, LLC
Industry Insurance
Experience
Golden & Cohen, LLC July 2013 - Present
Woodstone Country Club March 2012 - July 2013
Wells Fargo October 2011 - March 2012
ETA Benefits Group February 2010 - October 2011
PNC Investments April 2009 - February 2010
National City Bank (now PNC Bank) July 2008 - February 2009
M&T Bank February 2008 - July 2008
Ameriprise Financial July 2007 - February 2008
Villas Crossing Golf Course 2001 - 2007
Skills
Event Planning, PowerPoint, Retirement Planning, Disability Insurance, Employee Benefits, Presentations, Insurance, Strategic Financial..., Management, Accounting, Brokers, Underwriting, Wealth Management, Life Insurance, Finance, Health Insurance, Financial Planning, Customer Service, Leadership
Education
Moravian College 2003 — 2007
B.A., Business Mgmt, 3.49
Tamaqua Area High School 2000 — 2003
High School Diploma, General Studies
Golden & Cohen, LLC July 2013 - Present
Woodstone Country Club March 2012 - July 2013
Wells Fargo October 2011 - March 2012
ETA Benefits Group February 2010 - October 2011
PNC Investments April 2009 - February 2010
National City Bank (now PNC Bank) July 2008 - February 2009
M&T Bank February 2008 - July 2008
Ameriprise Financial July 2007 - February 2008
Villas Crossing Golf Course 2001 - 2007
Skills
Event Planning, PowerPoint, Retirement Planning, Disability Insurance, Employee Benefits, Presentations, Insurance, Strategic Financial..., Management, Accounting, Brokers, Underwriting, Wealth Management, Life Insurance, Finance, Health Insurance, Financial Planning, Customer Service, Leadership
Education
Moravian College 2003 — 2007
B.A., Business Mgmt, 3.49
Tamaqua Area High School 2000 — 2003
High School Diploma, General Studies
Satya Chelluri Satya Chelluri's Ameriprise Financial Experience February 2007 - July 2008
Job Agile (Scrum) Coach / Program Manager
Industry Hospital & Health Care
Experience
OptumInsight February 2012 - Present
IDeaS Revenue Optimization - a SAS Company 2010 - March 2012
NCS Pearson 2008 - December 2009
Cognizant Technology Solutions February 2007 - October 2008
Ameriprise Financial February 2007 - July 2008
Ajilon Consulting 2006 - 2007
@ 3M February 2002 - June 2005
wipro 1998 - 2005
General Electric (Corporate) 1998 - 2000
ISD / Metamor 1997 - 1998
Skills
Quality Management, Virtual Teams, Program Management, Integration, PMP, Vendor Management, Six Sigma, CMMI, Cross-functional Team..., Project Execution, Project Management, Scrum Coaching, Global Delivery, Mentoring, Risk Management, Rally, Product Backlong..., Agile Charter, Agile Methodologies, CRM, Scrum, Process Improvement, Business Intelligence, Requirements Analysis, ERP, Management, SaaS, Quality Assurance
Education
Normandale Community College 2011 — 2012
MN HIT, Practice Workflow and Information Management Redesign Specialist
Sir C.R. Reddy 1985 — 1988
Mech Eng, Mechanical engineering, Computer Sc
Certified Scrum Master Certification - Eagan,MN
Scaled Agile Academy
SAFe Agilist, Scaled Agile
Symbiosis
PGDBA [MBA], Marketing
OptumInsight February 2012 - Present
IDeaS Revenue Optimization - a SAS Company 2010 - March 2012
NCS Pearson 2008 - December 2009
Cognizant Technology Solutions February 2007 - October 2008
Ameriprise Financial February 2007 - July 2008
Ajilon Consulting 2006 - 2007
@ 3M February 2002 - June 2005
wipro 1998 - 2005
General Electric (Corporate) 1998 - 2000
ISD / Metamor 1997 - 1998
Skills
Quality Management, Virtual Teams, Program Management, Integration, PMP, Vendor Management, Six Sigma, CMMI, Cross-functional Team..., Project Execution, Project Management, Scrum Coaching, Global Delivery, Mentoring, Risk Management, Rally, Product Backlong..., Agile Charter, Agile Methodologies, CRM, Scrum, Process Improvement, Business Intelligence, Requirements Analysis, ERP, Management, SaaS, Quality Assurance
Education
Normandale Community College 2011 — 2012
MN HIT, Practice Workflow and Information Management Redesign Specialist
Sir C.R. Reddy 1985 — 1988
Mech Eng, Mechanical engineering, Computer Sc
Certified Scrum Master Certification - Eagan,MN
Scaled Agile Academy
SAFe Agilist, Scaled Agile
Symbiosis
PGDBA [MBA], Marketing
Beverly Luther Beverly Luther's Ameriprise Financial Experience August 2014 - Present
Job Counsel at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial August 2014 - Present
Ameriprise Financial January 2011 - August 2014
Deloitte Tax LLP September 2008 - January 2011
University of Minnesota Low-Income Tax Clinic September 2007 - May 2008
Lifetouch, Inc June 2007 - August 2007
USDOJ - Executive Office for Immigration Review June 2006 - August 2006
Aronson and Associates July 2003 - August 2005
Skills
International Tax, Restructuring, Legal Advice, Mergers, Tax Research, Appeals, Estate Tax Planning, Compliance, Regulations
Education
New York University School of Law 2011 — 2016
L.L.M., Taxation
University of Minnesota Law School 2006 — 2008
J.D., Law, Magna Cum Laude
Wellesley College 1999 — 2003
B.A., Economics, Jewish Studies
Ameriprise Financial August 2014 - Present
Ameriprise Financial January 2011 - August 2014
Deloitte Tax LLP September 2008 - January 2011
University of Minnesota Low-Income Tax Clinic September 2007 - May 2008
Lifetouch, Inc June 2007 - August 2007
USDOJ - Executive Office for Immigration Review June 2006 - August 2006
Aronson and Associates July 2003 - August 2005
Skills
International Tax, Restructuring, Legal Advice, Mergers, Tax Research, Appeals, Estate Tax Planning, Compliance, Regulations
Education
New York University School of Law 2011 — 2016
L.L.M., Taxation
University of Minnesota Law School 2006 — 2008
J.D., Law, Magna Cum Laude
Wellesley College 1999 — 2003
B.A., Economics, Jewish Studies
Sherilyn K. Beck Sherilyn K. Beck's Ameriprise Financial Experience June 1996 - November 2008
Job Privacy Officer at Prime Therapeutics
Industry Financial Services
Experience
Prime Therapeutics November 2014 - Present
Bloom Health December 2011 - November 2014
Ameriprise Financial Services, Inc. August 2009 - November 2011
Ameriprise Financial June 1996 - November 2008
It's A Circle, LLC dba Dunn Bros Coffee and dba Negotiation Consultants 2003 - 2005
The Esquire Group 1999 - 1999
Henson & Efron, P.A. 1994 - 1996
H.B. Fuller Company 1988 - 1994
Skills
Securities, Corporate Governance, Mergers, Start-ups, Series 7, Risk Management, Mergers & Acquisitions, Corporate Finance, Corporate Law, Leadership, Legal Writing, Management
Education
William Mitchell College of Law 1990 — 1994
Juris Doctorate, Law
University of Minnesota-Twin Cities 1983 — 1988
B.A., English/Theatre Arts
University of St. Thomas
Prime Therapeutics November 2014 - Present
Bloom Health December 2011 - November 2014
Ameriprise Financial Services, Inc. August 2009 - November 2011
Ameriprise Financial June 1996 - November 2008
It's A Circle, LLC dba Dunn Bros Coffee and dba Negotiation Consultants 2003 - 2005
The Esquire Group 1999 - 1999
Henson & Efron, P.A. 1994 - 1996
H.B. Fuller Company 1988 - 1994
Skills
Securities, Corporate Governance, Mergers, Start-ups, Series 7, Risk Management, Mergers & Acquisitions, Corporate Finance, Corporate Law, Leadership, Legal Writing, Management
Education
William Mitchell College of Law 1990 — 1994
Juris Doctorate, Law
University of Minnesota-Twin Cities 1983 — 1988
B.A., English/Theatre Arts
University of St. Thomas
K. Pierce Hardman K. Pierce Hardman's Ameriprise Financial Experience November 2008 - Present
Job Financial Advisor/ Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors February 2000 - November 2008
Olde & Company December 1990 - February 2000
Education
University of Maryland College Park 1984 — 1986
Bachelor of Science: Finance, Behavioral Science
Montgomery College 1980 — 1984
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors February 2000 - November 2008
Olde & Company December 1990 - February 2000
Education
University of Maryland College Park 1984 — 1986
Bachelor of Science: Finance, Behavioral Science
Montgomery College 1980 — 1984
Julie Swanson Julie Swanson's Ameriprise Financial Experience January 2007 - July 2012
Job Director, Internal Communications at UnitedHealthcare
Industry Financial Services
Experience
UnitedHealthcare September 2012 - Present
Ameriprise Financial January 2007 - July 2012
Piper Jaffray 2004 - 2006
Piper Jaffray 2002 - 2004
Piper Jaffray 1996 - 2002
Piper Jaffray 1991 - 1996
Skills
Strategic Communications, Internal Communications, Corporate Communications, Writing, Editing, Public Relations, Communications Strategy, Marketing Communications, Project Management, Integrated Marketing, Copywriting, Program Management, Media Relations, Leadership, Newsletters, Marketing Strategy, Marketing Management, Marketing, Strategic Planning, Communications Planning, Creative Direction, Thought Leadership, Communication Training, Crisis Communications, Employee Engagement, Speech Writing, Messaging, Team Leadership, Advertising, Budgets, Press Releases, Public Speaking, Coaching
Education
Minnesota State University, Moorhead
Bachelor of Science, Mass Communications/Public Relations; English Literature
UnitedHealthcare September 2012 - Present
Ameriprise Financial January 2007 - July 2012
Piper Jaffray 2004 - 2006
Piper Jaffray 2002 - 2004
Piper Jaffray 1996 - 2002
Piper Jaffray 1991 - 1996
Skills
Strategic Communications, Internal Communications, Corporate Communications, Writing, Editing, Public Relations, Communications Strategy, Marketing Communications, Project Management, Integrated Marketing, Copywriting, Program Management, Media Relations, Leadership, Newsletters, Marketing Strategy, Marketing Management, Marketing, Strategic Planning, Communications Planning, Creative Direction, Thought Leadership, Communication Training, Crisis Communications, Employee Engagement, Speech Writing, Messaging, Team Leadership, Advertising, Budgets, Press Releases, Public Speaking, Coaching
Education
Minnesota State University, Moorhead
Bachelor of Science, Mass Communications/Public Relations; English Literature
bettyanne benenati bettyanne benenati's Ameriprise Financial Experience June 2006 - September 2010
Job
Industry Financial Services
Experience
Michael J. Leno June 2006 - Present
Ameriprise Financial June 2006 - September 2010
Benjamin Moore & Company November 1995 - April 2006
Mayflower Savings / Valley National Bank January 1994 - January 1995
Mayflower Savings / Valley National Bank January 1989 - January 1994
Skills
Accounting, Bookkeeping, General Ledger, Team Building, Bank Reconciliation, Accounts Payable, Data Entry, Accounts Receivable, Office Management, Payroll, New Business Development, Social Media, Account Management, Training, Journal Entries, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Administrative..., Microsoft Office, Account Reconciliation, Marketing, Management, Inventory Management, Financial Reporting, Human Resources, Team Leadership
Education
Montclair State University 1998 — 2006
B.S., Business Management
AMERICAN BANKING INSTITUTE
CALC CANTERBURY / CompUSA
Michael J. Leno June 2006 - Present
Ameriprise Financial June 2006 - September 2010
Benjamin Moore & Company November 1995 - April 2006
Mayflower Savings / Valley National Bank January 1994 - January 1995
Mayflower Savings / Valley National Bank January 1989 - January 1994
Skills
Accounting, Bookkeeping, General Ledger, Team Building, Bank Reconciliation, Accounts Payable, Data Entry, Accounts Receivable, Office Management, Payroll, New Business Development, Social Media, Account Management, Training, Journal Entries, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Administrative..., Microsoft Office, Account Reconciliation, Marketing, Management, Inventory Management, Financial Reporting, Human Resources, Team Leadership
Education
Montclair State University 1998 — 2006
B.S., Business Management
AMERICAN BANKING INSTITUTE
CALC CANTERBURY / CompUSA
Mark Geisler Mark Geisler's Ameriprise Financial Experience June 2010 - Present
Job Compliance Officer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - June 2010
Ameriprise Financial Services, Inc. May 2007 - April 2009
Skills
Securities, Compliance, Securities Law, FINRA, Policy, Policy Analysis
Education
William Mitchell College of Law 2003 — 2007
JD, Law
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - June 2010
Ameriprise Financial Services, Inc. May 2007 - April 2009
Skills
Securities, Compliance, Securities Law, FINRA, Policy, Policy Analysis
Education
William Mitchell College of Law 2003 — 2007
JD, Law
Jason Partyka, CFP® Jason Partyka, CFP®'s Ameriprise Financial Experience October 1998 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Ameriprise Financial October 1998 - Present
Education
Mount St. Mary's University
Economics, Mathematics
Ameriprise Financial October 1998 - Present
Education
Mount St. Mary's University
Economics, Mathematics
Carl Ehmann Carl Ehmann's Ameriprise Financial Experience 1999 - Present
Job CPA (inactive), Financial Advisor with the practice of Paul Di Palma
Industry Financial Services
Experience
Ameriprise Financial 1999 - Present
Narragansett Chamber of Commerce 2013 - 2014
Halliwell Engineering Associates 1996 - 1999
Bechtel 1991 - 1996
Florida Power & Light Company 1984 - 1991
Bechtel 1981 - 1984
L.K. Comstock Electrical Construction Company 1976 - 1981
Boise Cascade Envelope Manufacturing 1974 - 1976
Education
Niagara University 1970 — 1974
BBA, Accounting
Niagara University 1970 — 1974
Bacheor Of Business Administration, Accounting and Related Services
Ameriprise Financial 1999 - Present
Narragansett Chamber of Commerce 2013 - 2014
Halliwell Engineering Associates 1996 - 1999
Bechtel 1991 - 1996
Florida Power & Light Company 1984 - 1991
Bechtel 1981 - 1984
L.K. Comstock Electrical Construction Company 1976 - 1981
Boise Cascade Envelope Manufacturing 1974 - 1976
Education
Niagara University 1970 — 1974
BBA, Accounting
Niagara University 1970 — 1974
Bacheor Of Business Administration, Accounting and Related Services
Joni Anderson Joni Anderson's Ameriprise Financial Experience June 2006 - May 2014
Job Learning & Development | Talent Management | Project Management | Leadership Development
Industry Human Resources
Experience
Toastmasters 1990 - Present
Ameriprise Financial June 2006 - May 2014
American Express Financial Advisors March 1990 - June 2006
Skills
Financial Services, Vendor Management, Regulations, Strategy, Management, Program Management, Team Leadership, PeopleSoft, Leadership, Performance Management, Project Management, Budgets, Storyboarding, Training, Cross-functional Team..., Business Analysis, Visio, Process Improvement, Toastmasters, Quick Witted, Public Speaking
Education
Normandale Community College
University of Saint Thomas
Training
Toastmasters 1990 - Present
Ameriprise Financial June 2006 - May 2014
American Express Financial Advisors March 1990 - June 2006
Skills
Financial Services, Vendor Management, Regulations, Strategy, Management, Program Management, Team Leadership, PeopleSoft, Leadership, Performance Management, Project Management, Budgets, Storyboarding, Training, Cross-functional Team..., Business Analysis, Visio, Process Improvement, Toastmasters, Quick Witted, Public Speaking
Education
Normandale Community College
University of Saint Thomas
Training
Kristin Yates Kristin Yates's Ameriprise Financial Experience August 2010 - July 2011
Job Staffing Manager at Ajilon
Industry Human Resources
Experience
Ajilon September 2013 - Present
Greene Resources July 2011 - July 2013
Ameriprise Financial August 2010 - July 2011
Southern Fasteners and Supply June 2008 - August 2010
Skills
Talent Acquisition, Applicant Tracking..., Employee Relations, Human Resources, Recruiting, Onboarding, Management, Administrative..., Event Planning, College Recruiting, Social Media, Temporary Placement, Software Documentation, Sales, Interviews
Education
North Carolina State University 2007 — 2011
Business Administration, Human Resources
Ajilon September 2013 - Present
Greene Resources July 2011 - July 2013
Ameriprise Financial August 2010 - July 2011
Southern Fasteners and Supply June 2008 - August 2010
Skills
Talent Acquisition, Applicant Tracking..., Employee Relations, Human Resources, Recruiting, Onboarding, Management, Administrative..., Event Planning, College Recruiting, Social Media, Temporary Placement, Software Documentation, Sales, Interviews
Education
North Carolina State University 2007 — 2011
Business Administration, Human Resources
Shakilya Sutton's Ameriprise Financial Experience May 2010 - June 2012
Job Customer Service Team Lead at a leading provider of advanced IT Training
Industry Information Technology and Services
Experience
Fast Lane March 2013 - Present
312 Marketing, Inc. August 2012 - December 2012
Lotus Survival Foundation May 2012 - August 2012
Ameriprise Financial May 2010 - June 2012
Susan G. Komen May 2011 - June 2011
SECU August 2009 - October 2010
EXPRESS May 2010 - September 2010
SECU June 2007 - July 2009
Skills
Human Resources, Event Planning, Fundraising, PowerPoint, Customer Service, Social Media, Marketing, Works well in a team, Sales, Cold Calling, Database Administration, Excel, Leadership, Interviews, Donor Solicitation, Event Marketing, Prospect Research, Volunteer Leadership, Applicant Tracking..., Recruiting, Talent Acquisition, Screening Resumes, Close Attention to..., Training, General Administrative..., Microsoft Office, Nonprofits, Microsoft Excel
Education
North Carolina State University 2008 — 2012
Bachelor's degree, Human Resources Management/Personnel Administration, General
Fast Lane March 2013 - Present
312 Marketing, Inc. August 2012 - December 2012
Lotus Survival Foundation May 2012 - August 2012
Ameriprise Financial May 2010 - June 2012
Susan G. Komen May 2011 - June 2011
SECU August 2009 - October 2010
EXPRESS May 2010 - September 2010
SECU June 2007 - July 2009
Skills
Human Resources, Event Planning, Fundraising, PowerPoint, Customer Service, Social Media, Marketing, Works well in a team, Sales, Cold Calling, Database Administration, Excel, Leadership, Interviews, Donor Solicitation, Event Marketing, Prospect Research, Volunteer Leadership, Applicant Tracking..., Recruiting, Talent Acquisition, Screening Resumes, Close Attention to..., Training, General Administrative..., Microsoft Office, Nonprofits, Microsoft Excel
Education
North Carolina State University 2008 — 2012
Bachelor's degree, Human Resources Management/Personnel Administration, General
Brian Mora, CFP®, CRPC®, AWMA® Brian Mora, CFP®, CRPC®, AWMA®'s Ameriprise Financial Experience March 2009 - November 2010
Job Financial Services Executive
Industry Financial Services
Experience
Ameriprise Financial Services Inc September 2001 - Present
Ameriprise Financial March 2009 - November 2010
Ameriprise Financial April 2004 - April 2009
Ameriprise Financial August 2002 - April 2004
Ameriprise Financial September 2001 - August 2002
Education
Montclair State University 1997 — 2001
Bachelor of Science, Business Administration; Finance and Management
Ameriprise Financial Services Inc September 2001 - Present
Ameriprise Financial March 2009 - November 2010
Ameriprise Financial April 2004 - April 2009
Ameriprise Financial August 2002 - April 2004
Ameriprise Financial September 2001 - August 2002
Education
Montclair State University 1997 — 2001
Bachelor of Science, Business Administration; Finance and Management
Sriram Bommaraju Sriram Bommaraju's Ameriprise Financial Experience 2005 - October 2007
Job Asst. Vice President, Technology at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial October 2013 - Present
JPMorgan Chase October 2010 - October 2013
Ameriprise Financial Services, Inc. October 2007 - October 2010
Ameriprise Financial 2005 - October 2007
American Express Financial Advisors June 1999 - April 2004
Skills
Program Management, Requirements Analysis, SDLC, Software Project..., Global Delivery, IT Strategy, Solution Architecture, Relationship Management, Business Analysis, Project Delivery, Project Governance, Resource Management, Scaled Agile Framework...
Education
Nagpur University 1996 — 1999
Bachelor of Engineering, Mechanical Engineering
Govt High School, Kothapeta
LPL Financial October 2013 - Present
JPMorgan Chase October 2010 - October 2013
Ameriprise Financial Services, Inc. October 2007 - October 2010
Ameriprise Financial 2005 - October 2007
American Express Financial Advisors June 1999 - April 2004
Skills
Program Management, Requirements Analysis, SDLC, Software Project..., Global Delivery, IT Strategy, Solution Architecture, Relationship Management, Business Analysis, Project Delivery, Project Governance, Resource Management, Scaled Agile Framework...
Education
Nagpur University 1996 — 1999
Bachelor of Engineering, Mechanical Engineering
Govt High School, Kothapeta
Winston POP Dickerson Winston POP Dickerson's Ameriprise Financial Experience 2005 - 2007
Job TheDickersonGroup
Industry Marketing and Advertising
Experience
Ameriprise Financial 2005 - 2007
American Express 2005 - 2005
APAC Customer Services 2001 - 2005
Education
Norfolk State University 1979 — 1980
Business Management
Oakwood University 1972 — 1974
Business Administration
Ameriprise Financial 2005 - 2007
American Express 2005 - 2005
APAC Customer Services 2001 - 2005
Education
Norfolk State University 1979 — 1980
Business Management
Oakwood University 1972 — 1974
Business Administration
Susanna Johnston-Versandi Susanna Johnston-Versandi's Ameriprise Financial Experience June 2001 - Present
Job Senior Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2001 - Present
Education
New York Law School 1984 — 1987
JD, Law
Ameriprise Financial June 2001 - Present
Education
New York Law School 1984 — 1987
JD, Law
John Ertel John Ertel's Ameriprise Financial Experience December 2005 - May 2007
Job Enterprise Analytics Analyst at Autotrader
Industry Insurance
Experience
Autotrader April 2013 - Present
Assurant 2010 - April 2013
Hauer & Fargione P.A. June 2008 - December 2009
Thomson Reuters June 2007 - May 2008
Ameriprise Financial December 2005 - May 2007
Education
William Mitchell College of Law 2006 — 2009
Juris Doctor, Business Law
University of St. Thomas - Opus College of Business 2002 — 2006
Business Management and Political Science
Autotrader April 2013 - Present
Assurant 2010 - April 2013
Hauer & Fargione P.A. June 2008 - December 2009
Thomson Reuters June 2007 - May 2008
Ameriprise Financial December 2005 - May 2007
Education
William Mitchell College of Law 2006 — 2009
Juris Doctor, Business Law
University of St. Thomas - Opus College of Business 2002 — 2006
Business Management and Political Science
Marcelo Unterbug Marcelo Unterbug's Ameriprise Financial Experience 2001 - 2003
Job National Sales Director
Industry Commercial Real Estate
Experience
Lone Star Valet November 2013 - Present
Newmark Grubb Knight Frank April 2012 - November 2013
UGL Equis February 2008 - April 2012
SPORTS & FITNESS INSURANCE CORP 2003 - 2008
AMERIPRISE FINANCIAL 2001 - 2003
Skills
Consultative Selling, Real Estate, Sales Management, Underwriting, Brokerage, Negotiation, Contract Negotiation, Sales Process, New Business Development, Financial Analysis, Lead Generation, Leases, Tenant, Real Estate Transactions, Market Analysis, Selling, Marketing Strategy, Business Development, Sales, Strategy, Budgets, Commercial Real Estate, Leadership, Management, Disposition, Strategic Planning, Training, Lease Negotiations, Location Intelligence, Finance
Education
Mississippi College
BSBA, Business
The University of Texas at Dallas
Business
Lone Star Valet November 2013 - Present
Newmark Grubb Knight Frank April 2012 - November 2013
UGL Equis February 2008 - April 2012
SPORTS & FITNESS INSURANCE CORP 2003 - 2008
AMERIPRISE FINANCIAL 2001 - 2003
Skills
Consultative Selling, Real Estate, Sales Management, Underwriting, Brokerage, Negotiation, Contract Negotiation, Sales Process, New Business Development, Financial Analysis, Lead Generation, Leases, Tenant, Real Estate Transactions, Market Analysis, Selling, Marketing Strategy, Business Development, Sales, Strategy, Budgets, Commercial Real Estate, Leadership, Management, Disposition, Strategic Planning, Training, Lease Negotiations, Location Intelligence, Finance
Education
Mississippi College
BSBA, Business
The University of Texas at Dallas
Business
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
Rex Raymond Schneider Rex Raymond Schneider's Ameriprise Financial Experience October 2004 - May 2006
Job U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC. April 2010 - Present
MetLife August 2006 - December 2008
Ameriprise Financial October 2004 - May 2006
Education
Multnomah University 1983 — 1988
U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC. April 2010 - Present
MetLife August 2006 - December 2008
Ameriprise Financial October 2004 - May 2006
Education
Multnomah University 1983 — 1988
Laura Acciaio Laura Acciaio's Ameriprise Financial Experience December 2009 - December 2010
Job Financial Advisor/Chief Operating Officer with Canal View Financial Advisors
Industry Financial Services
Experience
Canal View Financial Advisors a Private Wealth Advisory Practice of Ameriprise Financial May 2013 - Present
Ameriprise Financial Inc December 2010 - May 2013
Ameriprise Financial December 2009 - December 2010
Ameriprise Financial September 1992 - December 2009
Education
Nazareth College of Rochester 1996 — 1999
Master of Science (MS), Business Management
Nazareth College of Rochester 1992 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Canal View Financial Advisors a Private Wealth Advisory Practice of Ameriprise Financial May 2013 - Present
Ameriprise Financial Inc December 2010 - May 2013
Ameriprise Financial December 2009 - December 2010
Ameriprise Financial September 1992 - December 2009
Education
Nazareth College of Rochester 1996 — 1999
Master of Science (MS), Business Management
Nazareth College of Rochester 1992 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Trey Griffith Trey Griffith's Ameriprise Financial Experience August 2008 - January 2014
Job Assistant Vice President/Investments at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2014 - Present
Ameriprise Financial August 2008 - January 2014
JP Morgan Chase May 2004 - July 2008
Education
Mississippi College 1999 — 2003
Janney Montgomery Scott LLC January 2014 - Present
Ameriprise Financial August 2008 - January 2014
JP Morgan Chase May 2004 - July 2008
Education
Mississippi College 1999 — 2003
Jeremy Piehler Jeremy Piehler's Ameriprise Financial Experience September 2006 - June 2007
Job Pastor of Student Ministries at South Mountain Community Church
Industry Religious Institutions
Experience
South Mountain Community Church January 2013 - Present
Jeremy M Piehler Photography September 2010 - Present
Multnomah University June 2012 - January 2013
Highlands Community Church September 2009 - August 2011
Highlands Community Church January 2009 - 2009
Amriprise Financial June 2007 - November 2008
Ameriprise Financial September 2006 - June 2007
Skills
Public Speaking, Leadership Development, Organizational..., Program Management, Teaching, Event Planning, Research, Social Media, Training, Leadership, Management, Team Leadership, Nonprofits, Volunteer Management, Higher Education
Education
Multnomah Bible College 2009 — 2012
M. Div, Master in Divinity
Seattle Pacific University 2005 — 2007
Business, Finance
Seattle Pacific University - School of Business and Economics 2005 — 2007
Bachelors of Art, Business Finance
South Mountain Community Church January 2013 - Present
Jeremy M Piehler Photography September 2010 - Present
Multnomah University June 2012 - January 2013
Highlands Community Church September 2009 - August 2011
Highlands Community Church January 2009 - 2009
Amriprise Financial June 2007 - November 2008
Ameriprise Financial September 2006 - June 2007
Skills
Public Speaking, Leadership Development, Organizational..., Program Management, Teaching, Event Planning, Research, Social Media, Training, Leadership, Management, Team Leadership, Nonprofits, Volunteer Management, Higher Education
Education
Multnomah Bible College 2009 — 2012
M. Div, Master in Divinity
Seattle Pacific University 2005 — 2007
Business, Finance
Seattle Pacific University - School of Business and Economics 2005 — 2007
Bachelors of Art, Business Finance
Jim Eells Jim Eells's Ameriprise Financial Experience October 2005 - January 2013
Job Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial October 2005 - January 2013
American Express June 1997 - October 2005
Skills
CRM, Econometrics, Statistics, Risk Management, Leadership, Financial Services, Credit, SAS, Segmentation, Data Analysis, Analysis
Education
Oklahoma State University 1991 — 1999
Ph.D., Economics
Missouri State University 1986 — 1990
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial October 2005 - January 2013
American Express June 1997 - October 2005
Skills
CRM, Econometrics, Statistics, Risk Management, Leadership, Financial Services, Credit, SAS, Segmentation, Data Analysis, Analysis
Education
Oklahoma State University 1991 — 1999
Ph.D., Economics
Missouri State University 1986 — 1990
Bachelor's degree, Economics
Steve Felton Steve Felton's Ameriprise Financial Experience August 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Duke Children's Hospital and Health Center May 2012 - Present
Ameriprise Financial August 1985 - Present
Ameriprise Financial Services, Inc. August 1985 - Present
Skills
Fundraising, Leadership
Education
North Carolina Wesleyan College 1982 — 1984
BA, Business Administration
Nash Community College 1981 — 1983
Honorary degree
Rocky Mount Senior High School 1977 — 1979
high School
Deerfield Elementary School
Deerfield Elementary School
Duke Children's Hospital and Health Center May 2012 - Present
Ameriprise Financial August 1985 - Present
Ameriprise Financial Services, Inc. August 1985 - Present
Skills
Fundraising, Leadership
Education
North Carolina Wesleyan College 1982 — 1984
BA, Business Administration
Nash Community College 1981 — 1983
Honorary degree
Rocky Mount Senior High School 1977 — 1979
high School
Deerfield Elementary School
Deerfield Elementary School
Barrett Reese Barrett Reese's Ameriprise Financial Experience September 2008 - July 2009
Job Senior Financial Analyst for Whole Foods NorCal Region
Industry Financial Services
Experience
Whole Foods Market October 2013 - Present
Gap Inc. August 2011 - April 2013
Gap Inc. February 2010 - August 2011
Gap Inc. July 2009 - February 2010
Ameriprise Financial September 2008 - July 2009
Moylans Brewery 2008 - 2009
Studio 311 2003 - 2008
Skills
Essbase, Forecasting, Finance, Analytics, Financial Modeling, Financial Forecasting, Financial Reporting, Microsoft Excel, Budgets, Retail, PeopleSoft, Data Analysis, Income Statement, Expense Management, Variance Analysis, Leadership, Accounting, Business Analysis, Statistics, Visual Basic, Cognos, Hyperion Planning, SAP BPC
Education
National Outdoor Leadership School 2015 — 2015
Wilderness First Aid
Sonoma State University 2007 — 2009
Bachelors, Finance, Economics
Santa Rosa Junior College 2003 — 2007
Accounting/Finance
Whole Foods Market October 2013 - Present
Gap Inc. August 2011 - April 2013
Gap Inc. February 2010 - August 2011
Gap Inc. July 2009 - February 2010
Ameriprise Financial September 2008 - July 2009
Moylans Brewery 2008 - 2009
Studio 311 2003 - 2008
Skills
Essbase, Forecasting, Finance, Analytics, Financial Modeling, Financial Forecasting, Financial Reporting, Microsoft Excel, Budgets, Retail, PeopleSoft, Data Analysis, Income Statement, Expense Management, Variance Analysis, Leadership, Accounting, Business Analysis, Statistics, Visual Basic, Cognos, Hyperion Planning, SAP BPC
Education
National Outdoor Leadership School 2015 — 2015
Wilderness First Aid
Sonoma State University 2007 — 2009
Bachelors, Finance, Economics
Santa Rosa Junior College 2003 — 2007
Accounting/Finance
Lawrence (Larry) Terry CRPC® Lawrence (Larry) Terry CRPC®'s Ameriprise Financial Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Education
Missouri Southern State University 1974 — 1977
B.S.B.A., Marketing and Management
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Education
Missouri Southern State University 1974 — 1977
B.S.B.A., Marketing and Management
Noman Farooqi's Ameriprise Financial Experience April 2010 - April 2011
Job Sr. Systems Engineer
Industry Oil & Energy
Experience
Nalco, An Ecolab Company February 2015 - Present
Hercules Offshore April 2014 - February 2015
Donaldson April 2011 - April 2014
Ameriprise Financial April 2010 - April 2011
Target March 2009 - March 2010
Skills
Microsoft Office..., CSS, jQuery, ActionScript, User Interface Design, AJAX, SharePoint, Microsoft SQL Server, Microsoft InfoPath, SharePoint Designer, ASP.NET, ASP.NET MVC, SSRS, Web Services, Web Applications, SharePoint Server
Education
University of Saint Thomas 2007 — 2009
Master of Software Systems, Computer Software Engineering
NED University of Engineering and Technology 2003 — 2006
BCS
Nalco, An Ecolab Company February 2015 - Present
Hercules Offshore April 2014 - February 2015
Donaldson April 2011 - April 2014
Ameriprise Financial April 2010 - April 2011
Target March 2009 - March 2010
Skills
Microsoft Office..., CSS, jQuery, ActionScript, User Interface Design, AJAX, SharePoint, Microsoft SQL Server, Microsoft InfoPath, SharePoint Designer, ASP.NET, ASP.NET MVC, SSRS, Web Services, Web Applications, SharePoint Server
Education
University of Saint Thomas 2007 — 2009
Master of Software Systems, Computer Software Engineering
NED University of Engineering and Technology 2003 — 2006
BCS
Thomas Randle Thomas Randle's Ameriprise Financial Experience August 2004 - Present
Job Sr. Bus Sys Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2004 - Present
Ciber February 2002 - August 2004
Kinetic Solutions July 2000 - May 2001
Ciber October 1999 - July 2000
Keene Consulting December 1997 - September 1999
EDS March 1991 - November 1997
National Car Rental Systems, Inc. July 1985 - February 1991
Skills
SDLC, Financial Analysis, Microsoft Office, Investments, Visio, Requirements Analysis, PowerPoint, Business Analysis, Microsoft Excel, Securities, Risk Management, Strategic Planning, User Acceptance Testing, Requirements Gathering, Financial Services, Process Improvement, Access, Business Process..., SharePoint, Business Requirements, Vendor Management, Change Management, Project Portfolio..., Leadership, Project Management, Program Management, Team Leadership, PMO, SQL, Analysis, Testing, Public Speaking, Business Process, Software Documentation, Consulting
Education
University of Minnesota - Carlson School of Management 1983 — 1985
Bachelor's Degree, Accounting
Institute of Technology, U of M 1982 — 1982
Electrical Engineering, :(
Normandale Community College 1978 — 1981
Associate's Degree, Engineering Studies
Ameriprise Financial August 2004 - Present
Ciber February 2002 - August 2004
Kinetic Solutions July 2000 - May 2001
Ciber October 1999 - July 2000
Keene Consulting December 1997 - September 1999
EDS March 1991 - November 1997
National Car Rental Systems, Inc. July 1985 - February 1991
Skills
SDLC, Financial Analysis, Microsoft Office, Investments, Visio, Requirements Analysis, PowerPoint, Business Analysis, Microsoft Excel, Securities, Risk Management, Strategic Planning, User Acceptance Testing, Requirements Gathering, Financial Services, Process Improvement, Access, Business Process..., SharePoint, Business Requirements, Vendor Management, Change Management, Project Portfolio..., Leadership, Project Management, Program Management, Team Leadership, PMO, SQL, Analysis, Testing, Public Speaking, Business Process, Software Documentation, Consulting
Education
University of Minnesota - Carlson School of Management 1983 — 1985
Bachelor's Degree, Accounting
Institute of Technology, U of M 1982 — 1982
Electrical Engineering, :(
Normandale Community College 1978 — 1981
Associate's Degree, Engineering Studies
Richard L. Leimgruber, CRPC® Financial Advisor's Ameriprise Financial Experience June 2000 - Present
Job Feighan & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2000 - Present
Education
H. Frank Carey High School
New York Institute of Technology-Old Westbury
Ameriprise Financial June 2000 - Present
Education
H. Frank Carey High School
New York Institute of Technology-Old Westbury
Candice E. Batts Candice E. Batts's Ameriprise Financial Experience March 2004 - November 2005
Job Community Architect | Connector | Event Producer | Entrepreneur | Digital Engagement
Industry Online Media
Experience
Social Candi 2010 - Present
EFactor, The Entrepreneur's Wingman June 2014 - December 2014
Black Creatives: The Premier Network for Multicultural Talent February 2014 - December 2014
Morgan Stanley Wealth Management December 2006 - May 2014
Black Creatives: The Premier Network for Multicultural Talent August 2012 - February 2014
Elite Capital Management, LLC November 2005 - December 2006
Ameriprise Financial March 2004 - November 2005
Skills
Social Media Marketing, Online Marketing, Blogging, Marketing Communications, SEO, Marketing, Public Relations, Content Development, Project Management, Community Engagement, Web Analytics, Event Planning, Keyword Research, Brand Management, Google Analytics, Copywriting, Community Management, Relationship Management, Event/Experiential..., Event Management, Wordpress, Google Adwords, Event Marketing Strategy, Web Content Creation, Photoshop, Entrepreneurship, Digital Marketing, Email Marketing, Digital Strategy, Social Media, Corporate Branding, Content Marketing, Leadership, Integrated Marketing, Online Advertising, Social Networking, Facebook, Press Releases, Personal Financial..., Digital Media, Search Analysis, WordPress, Management, Marketing Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2011
Social Media Marketing Certificate (Mini MBA Program)
Media Bistro 2011 — 2011
Digital Marketing & Advertising
New York University 2010 — 2010
Events Marketing
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2002
BA, American Studies
Social Candi 2010 - Present
EFactor, The Entrepreneur's Wingman June 2014 - December 2014
Black Creatives: The Premier Network for Multicultural Talent February 2014 - December 2014
Morgan Stanley Wealth Management December 2006 - May 2014
Black Creatives: The Premier Network for Multicultural Talent August 2012 - February 2014
Elite Capital Management, LLC November 2005 - December 2006
Ameriprise Financial March 2004 - November 2005
Skills
Social Media Marketing, Online Marketing, Blogging, Marketing Communications, SEO, Marketing, Public Relations, Content Development, Project Management, Community Engagement, Web Analytics, Event Planning, Keyword Research, Brand Management, Google Analytics, Copywriting, Community Management, Relationship Management, Event/Experiential..., Event Management, Wordpress, Google Adwords, Event Marketing Strategy, Web Content Creation, Photoshop, Entrepreneurship, Digital Marketing, Email Marketing, Digital Strategy, Social Media, Corporate Branding, Content Marketing, Leadership, Integrated Marketing, Online Advertising, Social Networking, Facebook, Press Releases, Personal Financial..., Digital Media, Search Analysis, WordPress, Management, Marketing Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2011
Social Media Marketing Certificate (Mini MBA Program)
Media Bistro 2011 — 2011
Digital Marketing & Advertising
New York University 2010 — 2010
Events Marketing
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2002
BA, American Studies
Kevin Colosimo Kevin Colosimo's Ameriprise Financial Experience December 2004 - February 2010
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Thrivent Financial March 2010 - April 2012
Ameriprise Financial December 2004 - February 2010
Ameriprise Financial Services, Inc. April 2002 - December 2004
Ameriprise Financial Services, Inc. May 2000 - April 2002
Education
Monmouth University 1996 — 2000
Bachelors, Political Science
Charles Schwab April 2012 - Present
Thrivent Financial March 2010 - April 2012
Ameriprise Financial December 2004 - February 2010
Ameriprise Financial Services, Inc. April 2002 - December 2004
Ameriprise Financial Services, Inc. May 2000 - April 2002
Education
Monmouth University 1996 — 2000
Bachelors, Political Science
Christopher Loria's Ameriprise Financial Experience August 2014 - Present
Job Client Service Associate at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2014 - Present
Morgan Stanley Wealth Management May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Finance, Investments
Education
North Carolina State University 2011 — 2015
Bachelor of Science, Business Administration, Concentration in Finance
Ameriprise Financial August 2014 - Present
Morgan Stanley Wealth Management May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Finance, Investments
Education
North Carolina State University 2011 — 2015
Bachelor of Science, Business Administration, Concentration in Finance
Danton Troyer, CFP® Danton Troyer, CFP®'s Ameriprise Financial Experience January 2006 - April 2008
Job CERTIFIED FINANCIAL PLANNER™ and partner at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management April 2008 - Present
Ameriprise Financial January 2006 - April 2008
T-Mobile 2003 - 2005
Farmers Insurance June 2004 - August 2004
Education
College For Financial Planning 2009 — 2009
CFP Certification Professional Education Program, Estate Planning, Tax Planning, Investment Planning, Financial Planning and Insurance
College For Financial Planning 2007 — 2007
Chartered Retirement Planning Council
Missouri State University 2001 — 2005
Bachelor of Science, Marketing
Francis Howell Central
Four Seasons Wealth Management April 2008 - Present
Ameriprise Financial January 2006 - April 2008
T-Mobile 2003 - 2005
Farmers Insurance June 2004 - August 2004
Education
College For Financial Planning 2009 — 2009
CFP Certification Professional Education Program, Estate Planning, Tax Planning, Investment Planning, Financial Planning and Insurance
College For Financial Planning 2007 — 2007
Chartered Retirement Planning Council
Missouri State University 2001 — 2005
Bachelor of Science, Marketing
Francis Howell Central
Deepa Nirmal Deepa Nirmal's Ameriprise Financial Experience January 2011 - Present
Job Senior Training Consultant
Industry E-Learning
Experience
Ameriprise Financial January 2011 - Present
Skills
Instructional Design, Blended Learning, E-Learning, Captivate, Needs Analysis, Instructor-led Training, ADDIE, Learning Management, Project Management, Distance Learning, Adult Education, Content Development, Learning Management..., Hands-on Training, Training Delivery, Instructional Technology, Training, Multimedia, Leadership, Performance Consulting, Camtasia, Technical Training, SnagIt
Education
National Institute of Design 1989 — 1994
Master of Design
St. Cloud State University
MS- partial coursework
St. Xavier's School, Surat
St. Xavier's School, Surat
Ameriprise Financial January 2011 - Present
Skills
Instructional Design, Blended Learning, E-Learning, Captivate, Needs Analysis, Instructor-led Training, ADDIE, Learning Management, Project Management, Distance Learning, Adult Education, Content Development, Learning Management..., Hands-on Training, Training Delivery, Instructional Technology, Training, Multimedia, Leadership, Performance Consulting, Camtasia, Technical Training, SnagIt
Education
National Institute of Design 1989 — 1994
Master of Design
St. Cloud State University
MS- partial coursework
St. Xavier's School, Surat
St. Xavier's School, Surat
Marty Anderson Marty Anderson's Ameriprise Financial Experience January 2007 - April 2013
Job Director Technology Ambassadors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial January 2007 - April 2013
Ameriprise Financial 1998 - 2007
Ameriprise Financial 1994 - 1998
Ameriprise Financial 1992 - 1994
Ameriprise Financial 1986 - 1992
Skills
Problem Solving, Written & Oral..., Persuasive Presentations, Information Technology..., Consultative Style, Intuitiveness, Coaching, Leadership, Training, Team Leadership, Leadership Development, Public Speaking, Employee Training, Change Management, Instructional Design, Business Development, Strategic Planning, Performance Management, Program Management, Executive Coaching, Talent Management, Team Building, Marketing Communications, Vendor Management, Organizational..., Cross-functional Team..., Employee Engagement, Needs Analysis, Recruiting, Workshop Facilitation, Strategy, Time Management, Succession Planning, Management, Financial Services
Education
Minnesota State University, Moorhead 1981 — 1985
B.S., Marketing, Political Science
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial January 2007 - April 2013
Ameriprise Financial 1998 - 2007
Ameriprise Financial 1994 - 1998
Ameriprise Financial 1992 - 1994
Ameriprise Financial 1986 - 1992
Skills
Problem Solving, Written & Oral..., Persuasive Presentations, Information Technology..., Consultative Style, Intuitiveness, Coaching, Leadership, Training, Team Leadership, Leadership Development, Public Speaking, Employee Training, Change Management, Instructional Design, Business Development, Strategic Planning, Performance Management, Program Management, Executive Coaching, Talent Management, Team Building, Marketing Communications, Vendor Management, Organizational..., Cross-functional Team..., Employee Engagement, Needs Analysis, Recruiting, Workshop Facilitation, Strategy, Time Management, Succession Planning, Management, Financial Services
Education
Minnesota State University, Moorhead 1981 — 1985
B.S., Marketing, Political Science
Brittany Messineo Abrams, FPC,CPP Brittany Messineo Abrams, FPC,CPP's Ameriprise Financial Experience January 2010 - April 2010
Job Accounting/Payoll at Innovative Solutions
Industry Information Technology and Services
Experience
Innovative Solutions February 2010 - Present
Ameriprise Financial January 2010 - April 2010
Skills
Microsoft Office, Human Resources, Networking, Analysis, Customer Service, Information Technology, Strategic Planning, Payroll, Accounts Receivable, Process Improvement, Management
Education
St. John Fisher College 2008 — 2010
Bachelor, Business/Financial Planning
Monroe Community College 2005 — 2008
Associates, Liberal Arts
Athena High School
Innovative Solutions February 2010 - Present
Ameriprise Financial January 2010 - April 2010
Skills
Microsoft Office, Human Resources, Networking, Analysis, Customer Service, Information Technology, Strategic Planning, Payroll, Accounts Receivable, Process Improvement, Management
Education
St. John Fisher College 2008 — 2010
Bachelor, Business/Financial Planning
Monroe Community College 2005 — 2008
Associates, Liberal Arts
Athena High School
Jay Gilston Jay Gilston's Ameriprise Financial Experience June 2005 - January 2008
Job Managing Partner Legacy Wealth Advisors
Industry Financial Services
Experience
Legacy Wealth Advisors January 2008 - Present
MassMutual Financial Group January 2008 - March 2015
Ameriprise Financial June 2005 - January 2008
Skills
Estate Planning, Wealth Management, Retirement Planning, Investments, Insurance, Small Business, Business Planning, Succession Planning, Insurance Planning, Disability Insurance, Investment Advisory, Asset Management, Annuities, Financial Planning, Long Term Care, Portfolio Management, Securities, Retirement, Wealth, Finance, Financial Planners, Long-term Care, Strategic Financial..., Series 7, 401k, IRAs, Financial Services, Fixed Annuities, Series 63, Financial Advisory, Asset Managment, Life Insurance
Education
Monmouth University 1984 — 1988
Legacy Wealth Advisors January 2008 - Present
MassMutual Financial Group January 2008 - March 2015
Ameriprise Financial June 2005 - January 2008
Skills
Estate Planning, Wealth Management, Retirement Planning, Investments, Insurance, Small Business, Business Planning, Succession Planning, Insurance Planning, Disability Insurance, Investment Advisory, Asset Management, Annuities, Financial Planning, Long Term Care, Portfolio Management, Securities, Retirement, Wealth, Finance, Financial Planners, Long-term Care, Strategic Financial..., Series 7, 401k, IRAs, Financial Services, Fixed Annuities, Series 63, Financial Advisory, Asset Managment, Life Insurance
Education
Monmouth University 1984 — 1988
Donald Wynia, MBA Donald Wynia, MBA's Ameriprise Financial Experience May 2011 - February 2012
Job CoFounder AllSprtz Inc
Industry Sports
Experience
Sportradar US April 2015 - Present
AllSprtz Inc January 2012 - Present
Minnesota Department of Commerce September 2012 - Present
Ameriprise Financial May 2011 - February 2012
WellsFargo January 2011 - May 2011
Hope Real Estate August 2009 - January 2010
Worcester Sharks 2008 - 2008
Skills
Market Research, Sales, Customer Service, Management, Time Management, PowerPoint, Microsoft Excel, Business Planning, Microsoft Word, Financial Analysis, Portfolio Management, Press Releases, Photoshop, Microsoft Office, Risk Management, Employee Benefits, Marketing, Coaching
Education
Nichols College 2009 — 2010
Master of Business Administration, MBA
Nichols College 2006 — 2009
Bachelor of Science, Business Administration; Sport Management
Sportradar US April 2015 - Present
AllSprtz Inc January 2012 - Present
Minnesota Department of Commerce September 2012 - Present
Ameriprise Financial May 2011 - February 2012
WellsFargo January 2011 - May 2011
Hope Real Estate August 2009 - January 2010
Worcester Sharks 2008 - 2008
Skills
Market Research, Sales, Customer Service, Management, Time Management, PowerPoint, Microsoft Excel, Business Planning, Microsoft Word, Financial Analysis, Portfolio Management, Press Releases, Photoshop, Microsoft Office, Risk Management, Employee Benefits, Marketing, Coaching
Education
Nichols College 2009 — 2010
Master of Business Administration, MBA
Nichols College 2006 — 2009
Bachelor of Science, Business Administration; Sport Management
Debra Raye, SPHR Debra Raye, SPHR's Ameriprise Financial Experience June 2007 - Present
Job Senior Recruiting Consultant, Talent Acquisition at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial June 2007 - Present
Ajilon January 2006 - June 2007
Doherty Employment Group February 2005 - January 2006
Manpower International 1995 - 2005
Skills
Recruiting, Talent Management, Talent Acquisition, Human Resources, Employee Relations, Employee Benefits, Strategy, Leadership, Sourcing, HRIS, Employee Engagement, College Recruiting, Interviews, Business Development, Management, Finance, Internet Recruiting, Training, Sales, Temporary Placement, Hiring, Applicant Tracking..., Performance Management, Cold Calling, Technical Recruiting, Financial Services, Onboarding, Contract Recruitment, Networking, Taleo, Time Management, Benefits Negotiation, Executive Search, Screening Resumes
Education
Montana State University-Billings
B.S.
Ameriprise Financial June 2007 - Present
Ajilon January 2006 - June 2007
Doherty Employment Group February 2005 - January 2006
Manpower International 1995 - 2005
Skills
Recruiting, Talent Management, Talent Acquisition, Human Resources, Employee Relations, Employee Benefits, Strategy, Leadership, Sourcing, HRIS, Employee Engagement, College Recruiting, Interviews, Business Development, Management, Finance, Internet Recruiting, Training, Sales, Temporary Placement, Hiring, Applicant Tracking..., Performance Management, Cold Calling, Technical Recruiting, Financial Services, Onboarding, Contract Recruitment, Networking, Taleo, Time Management, Benefits Negotiation, Executive Search, Screening Resumes
Education
Montana State University-Billings
B.S.
Penny Brand Penny Brand's Ameriprise Financial Experience August 2008 - August 2008
Job Independent Hairstylist
Industry Cosmetics
Experience
Independent Hairstylist June 2009 - Present
North American Spine Society February 2009 - March 2009
Ameriprise Financial August 2008 - August 2008
In the Loop-Chicago, Inc. August 2008 - August 2008
Parkview Christian Church January 1997 - June 2007
Eddie Bauer June 2006 - January 2007
EXPRESS August 2005 - June 2006
Skills
Event Management, Customer Service, Sales, Strategic Planning, Budgets, Hotels, Research, Business Planning, Merchandising, Management, Training, Event Planning, Food & Beverage, Sales Management, Trade Shows, Corporate Events, Public Speaking, Leadership, Hospitality, Fundraising, Process Scheduler, Meeting Planning, Tourism, Social Media, Entertainment, Retail, Brand Development, Marketing
Education
Moraine Valley Community College 2007 — 2009
Meeting Planning Certificate, Travel Business Management
Independent Hairstylist June 2009 - Present
North American Spine Society February 2009 - March 2009
Ameriprise Financial August 2008 - August 2008
In the Loop-Chicago, Inc. August 2008 - August 2008
Parkview Christian Church January 1997 - June 2007
Eddie Bauer June 2006 - January 2007
EXPRESS August 2005 - June 2006
Skills
Event Management, Customer Service, Sales, Strategic Planning, Budgets, Hotels, Research, Business Planning, Merchandising, Management, Training, Event Planning, Food & Beverage, Sales Management, Trade Shows, Corporate Events, Public Speaking, Leadership, Hospitality, Fundraising, Process Scheduler, Meeting Planning, Tourism, Social Media, Entertainment, Retail, Brand Development, Marketing
Education
Moraine Valley Community College 2007 — 2009
Meeting Planning Certificate, Travel Business Management
Darcy Zimbrick Darcy Zimbrick's Ameriprise Financial Experience October 2009 - July 2011
Job Principal, Zimbrick Communications
Industry Public Relations and Communications
Experience
Zimbrick Communications April 2013 - Present
Ameriprise Financial October 2009 - July 2011
Wells Fargo April 2007 - October 2009
The Chameleon Theatre Circle 2003 - 2009
Ameriprise Financial January 2000 - March 2007
Cevette & Company 1998 - 1999
Carmichael Lynch 1998 - 1999
Skills
Corporate Communications, Integrated Marketing, Internal Communications, Event Planning, Advertising, Thought Leadership, Marketing Communications, Leadership, Editing, Marketing, Communication, Social Media, Training, Content Strategy, Project Management, Client Communications, Financial Services, Competitive Analysis, SEO, Management, Messaging, Communications..., Adobe Creative Suite, Event Management, Corporate Events, Editorial, Text Editing, Copy Editing, Cooking, Social Media Marketing, Internal & External..., Video Editing, iMovie, iPhoto, Organization, Music, Cookbooks, Proposal Writing
Education
University of Minnesota-Twin Cities 1996 — 1999
B.A., Journalism (Advertising / Public Relations)
Minnesota State University, Moorhead 1993 — 1995
N/A, Communications
Zimbrick Communications April 2013 - Present
Ameriprise Financial October 2009 - July 2011
Wells Fargo April 2007 - October 2009
The Chameleon Theatre Circle 2003 - 2009
Ameriprise Financial January 2000 - March 2007
Cevette & Company 1998 - 1999
Carmichael Lynch 1998 - 1999
Skills
Corporate Communications, Integrated Marketing, Internal Communications, Event Planning, Advertising, Thought Leadership, Marketing Communications, Leadership, Editing, Marketing, Communication, Social Media, Training, Content Strategy, Project Management, Client Communications, Financial Services, Competitive Analysis, SEO, Management, Messaging, Communications..., Adobe Creative Suite, Event Management, Corporate Events, Editorial, Text Editing, Copy Editing, Cooking, Social Media Marketing, Internal & External..., Video Editing, iMovie, iPhoto, Organization, Music, Cookbooks, Proposal Writing
Education
University of Minnesota-Twin Cities 1996 — 1999
B.A., Journalism (Advertising / Public Relations)
Minnesota State University, Moorhead 1993 — 1995
N/A, Communications
Sue Bogan Sue Bogan's Ameriprise Financial Experience December 2007 - December 2008
Job Director Business Architect, UnitedHealthcareMedicare & Retirement
Industry Health, Wellness and Fitness
Experience
OptumHealth September 2010 - Present
Bogan & Associates, LLC January 2009 - October 2010
Ameriprise Financial December 2007 - December 2008
Ameriprise Financial May 2008 - July 2008
Ameriprise Financial January 2005 - July 2008
Ameriprise Financial 2002 - 2005
Ameriprise Financial September 1991 - 2002
Skills
Business Management, Business Process..., Scrum, Healthcare, Business Process Design, Six Sigma, Consulting, Business, Business Architecture, SDLC, Requirements Gathering, Business Process..., Project Portfolio..., Business Process..., Business Process, Enterprise Architecture, Software Documentation, Leadership, Testing, Business Requirements, Business Analysis, Process Improvement, Requirements Analysis, Team Building, Visio, Integration, IT Strategy, PMP, PMO, Vendor Management, SOA
Education
University of St. Thomas - School of Business
Normandale Community College
OptumHealth September 2010 - Present
Bogan & Associates, LLC January 2009 - October 2010
Ameriprise Financial December 2007 - December 2008
Ameriprise Financial May 2008 - July 2008
Ameriprise Financial January 2005 - July 2008
Ameriprise Financial 2002 - 2005
Ameriprise Financial September 1991 - 2002
Skills
Business Management, Business Process..., Scrum, Healthcare, Business Process Design, Six Sigma, Consulting, Business, Business Architecture, SDLC, Requirements Gathering, Business Process..., Project Portfolio..., Business Process..., Business Process, Enterprise Architecture, Software Documentation, Leadership, Testing, Business Requirements, Business Analysis, Process Improvement, Requirements Analysis, Team Building, Visio, Integration, IT Strategy, PMP, PMO, Vendor Management, SOA
Education
University of St. Thomas - School of Business
Normandale Community College
Kevin Tai Kevin Tai's Ameriprise Financial Experience September 2007 - August 2009
Job Project Leader at CVS Health
Industry Retail
Experience
CVS Health November 2014 - Present
CVS Health August 2013 - November 2014
UMass Boston September 2011 - May 2014
CVS Caremark Corporation March 2012 - August 2013
CVS Caremark Corporation December 2009 - March 2012
Ameriprise Financial September 2007 - August 2009
CVS Caremark Corporation November 2001 - September 2007
Skills
Retail Management, Retail, Instructor-led Training, Staff Development, Management, Training, Customer Service, Coaching, Sales, Sales Management, Team Building, Recruiting, Inventory Management, Strategic Planning, Marketing, Leadership, Employee Engagement, Leadership Development
Education
University of Massachusetts Boston 2011 — 2014
MBA, Finance, Accounting, & Healthcare Management
Newbury College 2003 — 2007
BS, Managment & Finance
CVS Health November 2014 - Present
CVS Health August 2013 - November 2014
UMass Boston September 2011 - May 2014
CVS Caremark Corporation March 2012 - August 2013
CVS Caremark Corporation December 2009 - March 2012
Ameriprise Financial September 2007 - August 2009
CVS Caremark Corporation November 2001 - September 2007
Skills
Retail Management, Retail, Instructor-led Training, Staff Development, Management, Training, Customer Service, Coaching, Sales, Sales Management, Team Building, Recruiting, Inventory Management, Strategic Planning, Marketing, Leadership, Employee Engagement, Leadership Development
Education
University of Massachusetts Boston 2011 — 2014
MBA, Finance, Accounting, & Healthcare Management
Newbury College 2003 — 2007
BS, Managment & Finance
Ronald Rafferty's Ameriprise Financial Experience January 2012 - February 2012
Job Economics Graduate
Industry Research
Experience
Ameriprise Financial January 2012 - February 2012
City of Rochester May 2009 - September 2011
Skills
Stata, Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office, SQL
Education
Queens College, City University of New York 2010 — 2012
Bachelor of Arts, Economics, Major GPA- 3.7, Cumulative GPA- 3.4
Universidad Complutense de Madrid 2012 — 2012
Study Abroad, Spanish Language and Culture
Monroe Community College 2007 — 2009
Associate of Science (A.S.), Liberal Arts and Sciences
Ameriprise Financial January 2012 - February 2012
City of Rochester May 2009 - September 2011
Skills
Stata, Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office, SQL
Education
Queens College, City University of New York 2010 — 2012
Bachelor of Arts, Economics, Major GPA- 3.7, Cumulative GPA- 3.4
Universidad Complutense de Madrid 2012 — 2012
Study Abroad, Spanish Language and Culture
Monroe Community College 2007 — 2009
Associate of Science (A.S.), Liberal Arts and Sciences
Laura Hyman, Ph.D., CDFA™ Laura Hyman, Ph.D., CDFA™'s Ameriprise Financial Experience December 2012 - Present
Job Financial Advisor, Certified Divorce Financial Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2012 - Present
Ameriprise Financial 2013 - 2014
RBC Wealth Management March 2001 - December 2012
Tucker Anthony March 1996 - March 2001
Smith Barney March 1991 - March 1996
Smith Barney March 1986 - March 1991
San Diego Securities January 1983 - March 1986
Education
NYU
Master of Arts (M.A.), English Literature
New York University
Doctor of Philosophy (Ph.D.), English Literature (British and Commonwealth)
University of Maryland College Park
Bachelor of Arts (B.A.), Philosophy
Ameriprise Financial December 2012 - Present
Ameriprise Financial 2013 - 2014
RBC Wealth Management March 2001 - December 2012
Tucker Anthony March 1996 - March 2001
Smith Barney March 1991 - March 1996
Smith Barney March 1986 - March 1991
San Diego Securities January 1983 - March 1986
Education
NYU
Master of Arts (M.A.), English Literature
New York University
Doctor of Philosophy (Ph.D.), English Literature (British and Commonwealth)
University of Maryland College Park
Bachelor of Arts (B.A.), Philosophy
Tiffany Pohle Tiffany Pohle's Ameriprise Financial Experience June 2010 - August 2010
Job Graduate Student, National Louis Univeristy
Industry Marketing and Advertising
Experience
Initiative September 2014 - Present
Initiative January 2014 - September 2014
Initiative August 2012 - January 2014
Initiative June 2012 - August 2012
Draftfcb May 2011 - May 2012
Wisconsin School of Business August 2010 - May 2011
Ameriprise Financial June 2010 - August 2010
Southeast Recreational Facility September 2007 - August 2010
Knupp & Watson & Wallman May 2009 - January 2010
Skills
Market Research, Competitive Analysis, Marketing, Social Media Marketing, Integrated Marketing, Advertising, Digital Marketing, Interactive Marketing, Digital Strategy, Marketing Strategy, Marketing Communications, Media Planning, Program Management, Social Media, Public Speaking, Digital Media, Online Advertising, Online Marketing
Education
National Louis University 2014 — 2016
Master of Arts (M.A.) in Teaching, Elementary Education, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelors, Marketing, International Business, Spanish
Universidad de Sevilla 2010 — 2010
Business, Spanish
Initiative September 2014 - Present
Initiative January 2014 - September 2014
Initiative August 2012 - January 2014
Initiative June 2012 - August 2012
Draftfcb May 2011 - May 2012
Wisconsin School of Business August 2010 - May 2011
Ameriprise Financial June 2010 - August 2010
Southeast Recreational Facility September 2007 - August 2010
Knupp & Watson & Wallman May 2009 - January 2010
Skills
Market Research, Competitive Analysis, Marketing, Social Media Marketing, Integrated Marketing, Advertising, Digital Marketing, Interactive Marketing, Digital Strategy, Marketing Strategy, Marketing Communications, Media Planning, Program Management, Social Media, Public Speaking, Digital Media, Online Advertising, Online Marketing
Education
National Louis University 2014 — 2016
Master of Arts (M.A.) in Teaching, Elementary Education, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelors, Marketing, International Business, Spanish
Universidad de Sevilla 2010 — 2010
Business, Spanish
Raina Gless Raina Gless's Ameriprise Financial Experience 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1999 - Present
Ameriprise Financial Services, Inc. December 1998 - Present
American Airlines May 1991 - August 1997
Education
Nassau Community College 1984 — 1987
Associate of Arts and Sciences (AAS), Hotel/Motel Administration/Management
Syosset High School 1980 — 1984
Syosset High School
Ameriprise Financial 1999 - Present
Ameriprise Financial Services, Inc. December 1998 - Present
American Airlines May 1991 - August 1997
Education
Nassau Community College 1984 — 1987
Associate of Arts and Sciences (AAS), Hotel/Motel Administration/Management
Syosset High School 1980 — 1984
Syosset High School
Sam Ackerman, CRPC® Sam Ackerman, CRPC®'s Ameriprise Financial Experience September 2008 - Present
Job Dougherty Wealth Management, an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial September 2008 - Present
Skills
Wealth Management, Asset Allocation, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Retirement
Education
Missouri State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Glendale
Ameriprise Financial September 2008 - Present
Skills
Wealth Management, Asset Allocation, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Retirement
Education
Missouri State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Glendale
Taylor Thomas, CFP® Taylor Thomas, CFP®'s Ameriprise Financial Experience April 2006 - October 2006
Job Wealth Advisor at Round Table Wealth Management
Industry Investment Management
Experience
Round Table Wealth Management February 2013 - Present
RegentAtlantic Capital, LLC April 2012 - January 2013
HIGHLAND Financial Advisors, LLC October 2006 - April 2012
Ameriprise Financial April 2006 - October 2006
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Estate Planning, Finance, Wealth, Mutual Funds, Investment Advisory, Asset Allocation
Education
New York University 2007 — 2009
CFP, Financial Planning
Ramapo College of New Jersey 2004 — 2007
B.S. Business, Finance
Ramapo High School
Round Table Wealth Management February 2013 - Present
RegentAtlantic Capital, LLC April 2012 - January 2013
HIGHLAND Financial Advisors, LLC October 2006 - April 2012
Ameriprise Financial April 2006 - October 2006
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Estate Planning, Finance, Wealth, Mutual Funds, Investment Advisory, Asset Allocation
Education
New York University 2007 — 2009
CFP, Financial Planning
Ramapo College of New Jersey 2004 — 2007
B.S. Business, Finance
Ramapo High School
Julie Estes's Ameriprise Financial Experience February 2007 - July 2007
Job Project Specialist at Dakota County
Industry Government Administration
Experience
Dakota County March 2014 - Present
Self employed January 2009 - Present
Dakota County July 2007 - March 2014
City of Burnsville June 2005 - November 2013
Ameriprise Financial February 2007 - July 2007
ISD 719 July 2001 - December 2006
Skills
Management, Administration, Microsoft Office, Customer Service, Public Speaking, Event Planning, Nonprofits, Government, Volunteer Management, Microsoft Excel, Public Relations
Education
Argosy University Twin Cities 2005 — 2006
BS, Business Administration: Management
National American University 2004 — 2005
AS, Education
Dakota County March 2014 - Present
Self employed January 2009 - Present
Dakota County July 2007 - March 2014
City of Burnsville June 2005 - November 2013
Ameriprise Financial February 2007 - July 2007
ISD 719 July 2001 - December 2006
Skills
Management, Administration, Microsoft Office, Customer Service, Public Speaking, Event Planning, Nonprofits, Government, Volunteer Management, Microsoft Excel, Public Relations
Education
Argosy University Twin Cities 2005 — 2006
BS, Business Administration: Management
National American University 2004 — 2005
AS, Education
Bob Buck, CRPC®'s Ameriprise Financial Experience 1988 - Present
Job Financial Advisor with Meyer, Buck, Younger & Associates
Industry Financial Services
Experience
Ameriprise Financial 1988 - Present
Education
New York Institute of Technology 1975 — 1977
BFA, Communications
Ameriprise Financial 1988 - Present
Education
New York Institute of Technology 1975 — 1977
BFA, Communications
Ilya G. Reznikov's Ameriprise Financial Experience July 2004 - March 2008
Job Adjunct Faculty at Mercy College
Industry Higher Education
Experience
Mercy College September 2007 - Present
Ameriprise Financial July 2004 - March 2008
Jennison Associates LLC February 1997 - January 2004
The State Insurance Fund November 1991 - February 1997
Skills
Portfolio Management, Asset Allocation, Risk Analysis, Investments, Statistical Mod
Education
The Space Research Institute, Russian Academy of Science, Moscow 1975 — 1979
Master
Московский Энергетический Институт (Технический Университет) 1967 — 1971
Bachelor's degree
Mercy College September 2007 - Present
Ameriprise Financial July 2004 - March 2008
Jennison Associates LLC February 1997 - January 2004
The State Insurance Fund November 1991 - February 1997
Skills
Portfolio Management, Asset Allocation, Risk Analysis, Investments, Statistical Mod
Education
The Space Research Institute, Russian Academy of Science, Moscow 1975 — 1979
Master
Московский Энергетический Институт (Технический Университет) 1967 — 1971
Bachelor's degree
Andy Doeden's Ameriprise Financial Experience November 2006 - December 2007
Job
Industry Information Technology and Services
Experience
Digital River February 2008 - Present
Ameriprise Financial November 2006 - December 2007
Allianz Life Insurance Co. June 2005 - November 2006
Achieve Healthcare Technologies January 1996 - June 2005
Skills
SDLC, Business Analysis, Requirements Analysis, E-commerce, Management, Vendor Management, Web Project Management, Software Project..., SaaS, Project Management, CRM, Product Management, Integration
Education
Normandale Community College 1989 — 2000
AA, Accounting
University of Minnesota-Twin Cities 1988 — 1989
Digital River February 2008 - Present
Ameriprise Financial November 2006 - December 2007
Allianz Life Insurance Co. June 2005 - November 2006
Achieve Healthcare Technologies January 1996 - June 2005
Skills
SDLC, Business Analysis, Requirements Analysis, E-commerce, Management, Vendor Management, Web Project Management, Software Project..., SaaS, Project Management, CRM, Product Management, Integration
Education
Normandale Community College 1989 — 2000
AA, Accounting
University of Minnesota-Twin Cities 1988 — 1989
Charles Hamowy's Ameriprise Financial Experience Private Wealth AdvisorAmeriprise Financial Services, Inc.1990 - Present
Job Owner, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Private Wealth AdvisorAmeriprise Financial Services, Inc.1990 - Present
Education
New York University 1974 — 1978
Ameriprise Financial Private Wealth AdvisorAmeriprise Financial Services, Inc.1990 - Present
Education
New York University 1974 — 1978
Lisa Lefkowitz's Ameriprise Financial Experience May 2006 - August 2006
Job Logistics & Operations Manager
Industry Food & Beverages
Experience
Mediterranean Snacks August 2007 - Present
Go Infusion January 2007 - July 2007
Ameriprise Financial May 2006 - August 2006
S3 September 2005 - January 2006
Skills
Microsoft Excel, Social Media Marketing, Microsoft Word, Customer Service, Microsoft Office, Event Planning, PowerPoint, Customer Satisfaction, Sales, Forecasting, Management, Marketing Strategy, Leadership, Marketing, Social Media
Education
Montclair State University 2003 — 2007
Bachelor of Science (B.S.), Business Administration with a concentration in Marketing
Mediterranean Snacks August 2007 - Present
Go Infusion January 2007 - July 2007
Ameriprise Financial May 2006 - August 2006
S3 September 2005 - January 2006
Skills
Microsoft Excel, Social Media Marketing, Microsoft Word, Customer Service, Microsoft Office, Event Planning, PowerPoint, Customer Satisfaction, Sales, Forecasting, Management, Marketing Strategy, Leadership, Marketing, Social Media
Education
Montclair State University 2003 — 2007
Bachelor of Science (B.S.), Business Administration with a concentration in Marketing
Kurt Elyea-Wheeler's Ameriprise Financial Experience 2010 - 2010
Job SR. Business Analyst at Digital River
Industry Retail
Experience
Digital River August 2014 - Present
Best Buy 2012 - July 2014
Target 2011 - 2012
Ameriprise Financial 2010 - 2010
SuperValu 2008 - 2010
C.H. Robinson October 1993 - August 2007
Skills
Business Analysis, Agile Methodologies, SDLC, Microsoft Office, Visio, Process Improvement, Project Management, E-commerce, SQL, Requirements Gathering, Requirements Analysis, Vendor Management, Customer Service, Team Leadership, SharePoint
Education
Minnesota State University, Moorhead 1984 — 1986
Bachelor of Science (B.S.), Computer Information Systems
Digital River August 2014 - Present
Best Buy 2012 - July 2014
Target 2011 - 2012
Ameriprise Financial 2010 - 2010
SuperValu 2008 - 2010
C.H. Robinson October 1993 - August 2007
Skills
Business Analysis, Agile Methodologies, SDLC, Microsoft Office, Visio, Process Improvement, Project Management, E-commerce, SQL, Requirements Gathering, Requirements Analysis, Vendor Management, Customer Service, Team Leadership, SharePoint
Education
Minnesota State University, Moorhead 1984 — 1986
Bachelor of Science (B.S.), Computer Information Systems
Julia Balliett's Ameriprise Financial Experience 2005 - 2010
Job Telecommunications
Industry Telecommunications
Experience
AT&T January 2015 - Present
Hunter Tchnical Services for ATT March 2012 - Present
Keller Graduate School of Management April 2010 - March 2012
Ameriprise Financial 2005 - 2010
Sprint October 2003 - October 2006
Sprint January 1999 - October 2003
Sprint PCS October 1998 - November 1999
ATT Wireless 1994 - 1998
Skills
Customer Service, Call Center, Quotas, Feedback, Billing, Hiring, Accountability, Coaching, Small Business, Critical Thinking, Customer Satisfaction, Wireless, Consultative Selling, Mentoring, Problem Solving, Ethics, Exceed, T1, Course Development, Campus, Timely, Records, Cold Calling, Recommendations, Needs Analysis, Expenses, Staff Development, Managerial, Sales Management, Metrics, Inventory Management, Team Building, Microsoft Office, Customer Relations, Excel, Referrals, Planning, Data Entry, Sales, Project Planning, Call Centers, Invoicing, Instructional Design, Microsoft Excel, Employee Training, Leadership, Adult Education, Customer Retention, Training, Leadership Development
Education
University of Florida 1992 — 1993
Mount Holyoke College 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Spanish
Santaluces Communit High Scholl
AT&T January 2015 - Present
Hunter Tchnical Services for ATT March 2012 - Present
Keller Graduate School of Management April 2010 - March 2012
Ameriprise Financial 2005 - 2010
Sprint October 2003 - October 2006
Sprint January 1999 - October 2003
Sprint PCS October 1998 - November 1999
ATT Wireless 1994 - 1998
Skills
Customer Service, Call Center, Quotas, Feedback, Billing, Hiring, Accountability, Coaching, Small Business, Critical Thinking, Customer Satisfaction, Wireless, Consultative Selling, Mentoring, Problem Solving, Ethics, Exceed, T1, Course Development, Campus, Timely, Records, Cold Calling, Recommendations, Needs Analysis, Expenses, Staff Development, Managerial, Sales Management, Metrics, Inventory Management, Team Building, Microsoft Office, Customer Relations, Excel, Referrals, Planning, Data Entry, Sales, Project Planning, Call Centers, Invoicing, Instructional Design, Microsoft Excel, Employee Training, Leadership, Adult Education, Customer Retention, Training, Leadership Development
Education
University of Florida 1992 — 1993
Mount Holyoke College 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Spanish
Santaluces Communit High Scholl
Joseph Kosmalski's Ameriprise Financial Experience February 2013 - Present
Job Counsel at Ameriprise Financial, Inc.
Industry Law Practice
Experience
Ameriprise Financial February 2013 - Present
Ameriprise Financial, Inc. October 2007 - February 2013
Skills
Estate Planning, Strategic Financial..., Tax, Employee Benefits, Financial Services, Income Tax, Legal Research, Fixed Annuities, Tax-planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Estate & Gift Taxation, Tax Law, Charitable Trusts, Payroll Taxes, Trusts, Net Investment Income..., Financial Planning
Education
NYU School of Law 2009 — 2013
Master of Laws (LLM), Tax Law/Taxation
University of Minnesota Law School 2004 — 2007
Juris Doctor
University of Wisconsin-Stevens Point 1999 — 2003
Bachelor of Arts, Psychology
Ameriprise Financial February 2013 - Present
Ameriprise Financial, Inc. October 2007 - February 2013
Skills
Estate Planning, Strategic Financial..., Tax, Employee Benefits, Financial Services, Income Tax, Legal Research, Fixed Annuities, Tax-planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Estate & Gift Taxation, Tax Law, Charitable Trusts, Payroll Taxes, Trusts, Net Investment Income..., Financial Planning
Education
NYU School of Law 2009 — 2013
Master of Laws (LLM), Tax Law/Taxation
University of Minnesota Law School 2004 — 2007
Juris Doctor
University of Wisconsin-Stevens Point 1999 — 2003
Bachelor of Arts, Psychology
Troy Vick's Ameriprise Financial Experience 2005 - February 2008
Job Project Manager Business / Technical
Industry Information Technology and Services
Experience
Prime Therapeutics May 2008 - Present
Genesis10 October 2005 - November 2008
Solaris Internet Technologies March 2008 - May 2008
Ameriprise Financial 2005 - February 2008
Ajilon November 2004 - October 2005
Northwest Airlines 2004 - 2005
Performark December 2003 - November 2004
State of Minnesota August 1997 - December 2003
Skills
Integration, CRM, Financial Services, Consulting, Finance, Data Conversion, Web Applications, Projects, Infrastructure, Information Systems, RUP, Government, Healthcare, SAP, SAP Implementation, Application Architecture
Education
Minnesota State University, Moorhead 1990 — 1992
Accounting, Accounting & Finance
North Dakota State University 1987 — 1990
Business, Accounting, Engineering
Prime Therapeutics May 2008 - Present
Genesis10 October 2005 - November 2008
Solaris Internet Technologies March 2008 - May 2008
Ameriprise Financial 2005 - February 2008
Ajilon November 2004 - October 2005
Northwest Airlines 2004 - 2005
Performark December 2003 - November 2004
State of Minnesota August 1997 - December 2003
Skills
Integration, CRM, Financial Services, Consulting, Finance, Data Conversion, Web Applications, Projects, Infrastructure, Information Systems, RUP, Government, Healthcare, SAP, SAP Implementation, Application Architecture
Education
Minnesota State University, Moorhead 1990 — 1992
Accounting, Accounting & Finance
North Dakota State University 1987 — 1990
Business, Accounting, Engineering
Melissa Erjavec's Ameriprise Financial Experience 1996 - 2006
Job at Business Consultant Information, Security, Compliance and Data Privacy Merrill Corporation
Industry Financial Services
Experience
Merrill Corporation April 2009 - Present
Merrill Communications January 2007 - April 2009
Ameriprise Financial 1996 - 2006
American Express 1996 - 2006
Skills
Vendor Management, Project Management, Process Improvement, SharePoint, Visio, Business Analysis, Software Documentation, Management, Team Leadership, Cross-functional Team...
Education
University of Phoenix 1997 — 1998
Project Management Certificate, Project Management
New Mexico State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Corporation April 2009 - Present
Merrill Communications January 2007 - April 2009
Ameriprise Financial 1996 - 2006
American Express 1996 - 2006
Skills
Vendor Management, Project Management, Process Improvement, SharePoint, Visio, Business Analysis, Software Documentation, Management, Team Leadership, Cross-functional Team...
Education
University of Phoenix 1997 — 1998
Project Management Certificate, Project Management
New Mexico State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Sherman Steen's Ameriprise Financial Experience September 2007 - June 2009
Job Manager Regulatory Affairs at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial August 2005 - September 2007
Ameriprise Financial February 2004 - August 2005
Education
Minnesota State University, Moorhead 1991 — 1995
BS, Business Managment
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial August 2005 - September 2007
Ameriprise Financial February 2004 - August 2005
Education
Minnesota State University, Moorhead 1991 — 1995
BS, Business Managment
Chad Trevithick's Ameriprise Financial Experience May 2003 - May 2006
Job LPL Financial Consultant at CB Capital Investment Group, A Division of Capital Bank N.A.
Industry Financial Services
Experience
CB Capital Investment Group, A Division of Capital Bank N.A. September 2012 - Present
New England Financial October 2009 - September 2012
The Tranel Financial Group March 2007 - October 2009
Ameriprise Financial May 2003 - May 2006
Skills
Long-term Care, Wealth Management..., Retirement Planning, Strategic Financial..., Wealth Management, Disability Insurance, Retirement, Estate Planning, Finance, Financial Services, Securities, Wealth, IRAs, Mutual Funds, Insurance, Financial Planning, Investments, Financial Advisory, Series 7
Education
Newman University 1997 — 2000
B.S. Marketing; B.S. Management; B.A. Business Administration
University of Missouri-Kansas City 1994 — 1997
Undergraduate Studies, Business Administration and Management, General
CB Capital Investment Group, A Division of Capital Bank N.A. September 2012 - Present
New England Financial October 2009 - September 2012
The Tranel Financial Group March 2007 - October 2009
Ameriprise Financial May 2003 - May 2006
Skills
Long-term Care, Wealth Management..., Retirement Planning, Strategic Financial..., Wealth Management, Disability Insurance, Retirement, Estate Planning, Finance, Financial Services, Securities, Wealth, IRAs, Mutual Funds, Insurance, Financial Planning, Investments, Financial Advisory, Series 7
Education
Newman University 1997 — 2000
B.S. Marketing; B.S. Management; B.A. Business Administration
University of Missouri-Kansas City 1994 — 1997
Undergraduate Studies, Business Administration and Management, General
Andy Tofteland's Ameriprise Financial Experience 2005 - Present
Job Project Architect at Ameriprise Financial
Industry Computer Software
Experience
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1989 - 2005
Skills
SOA, SDLC, Visio, Enterprise Architecture, Architecture, Java, Application Architecture, Solution Architecture, Software Development, Integration, Requirements Analysis, Web Services, Software Project..., Data Warehousing, DB2, Data Modeling, Requirements Gathering, IT Strategy, UML, Architectures
Education
Minnesota State University, Moorhead 1981 — 1985
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1989 - 2005
Skills
SOA, SDLC, Visio, Enterprise Architecture, Architecture, Java, Application Architecture, Solution Architecture, Software Development, Integration, Requirements Analysis, Web Services, Software Project..., Data Warehousing, DB2, Data Modeling, Requirements Gathering, IT Strategy, UML, Architectures
Education
Minnesota State University, Moorhead 1981 — 1985
Christopher Marmo's Ameriprise Financial Experience March 2003 - December 2004
Job Sales Professional
Industry Pharmaceuticals
Experience
inVentiv Health (Johnson & Johnson Oral Healthcare) July 2013 - Present
inVentiv Health (Novartis Consumer Health) October 2009 - June 2012
Ziegler Capital Management August 2007 - July 2009
The Chase Manhattan Bank December 2004 - July 2007
Ameriprise Financial March 2003 - December 2004
Skills
Sales Operations, Sales, Portfolio Management, Product Launch, Banking, Email Marketing, Finance, Customer Satisfaction, Pharmaceutical Sales, Mutual Funds, Selling, Strategic Financial..., Account Management, Cold Calling, Employee Benefits, Marketing, Investments
Education
University at Buffalo 1999 — 2001
B.A., Marketing
Monroe Community College 1997 — 1999
A.A., Business Administration
inVentiv Health (Johnson & Johnson Oral Healthcare) July 2013 - Present
inVentiv Health (Novartis Consumer Health) October 2009 - June 2012
Ziegler Capital Management August 2007 - July 2009
The Chase Manhattan Bank December 2004 - July 2007
Ameriprise Financial March 2003 - December 2004
Skills
Sales Operations, Sales, Portfolio Management, Product Launch, Banking, Email Marketing, Finance, Customer Satisfaction, Pharmaceutical Sales, Mutual Funds, Selling, Strategic Financial..., Account Management, Cold Calling, Employee Benefits, Marketing, Investments
Education
University at Buffalo 1999 — 2001
B.A., Marketing
Monroe Community College 1997 — 1999
A.A., Business Administration
Wanda Erickson's Ameriprise Financial Experience Lead BSAAmerican Express Financial Advisors1988 - 2005
Job Lead BSA at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Lead BSAAmerican Express Financial Advisors1988 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Financial Services, Enterprise Architecture, Bank Secrecy Act, Requirements Gathering, PMO, Business Requirements, Vendor Management
Education
Minnesota State University, Moorhead 1980 — 1985
Ameriprise Financial Lead BSAAmerican Express Financial Advisors1988 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Financial Services, Enterprise Architecture, Bank Secrecy Act, Requirements Gathering, PMO, Business Requirements, Vendor Management
Education
Minnesota State University, Moorhead 1980 — 1985
Rachel Brauer (Pawlowski)'s Ameriprise Financial Experience 2001 - 2007
Job Stay at home mom
Industry Medical Practice
Experience
Brauer Family February 2015 - Present
E.P.S. Rehabilitation February 2014 - February 2015
E.P.S. Rehabilitation May 2007 - February 2015
Ameriprise Financial 2001 - 2007
American Express Financial Advisors 2001 - 2007
Skills
Microsoft Excel
Education
Moraine Valley Community College 1999 — 2001
Victor J. Andrew High School
Brauer Family February 2015 - Present
E.P.S. Rehabilitation February 2014 - February 2015
E.P.S. Rehabilitation May 2007 - February 2015
Ameriprise Financial 2001 - 2007
American Express Financial Advisors 2001 - 2007
Skills
Microsoft Excel
Education
Moraine Valley Community College 1999 — 2001
Victor J. Andrew High School
Marty Alterman's Ameriprise Financial Experience April 2000 - May 2006
Job Website Tech Lead for Corporate Communications Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors April 2000 - Present
OpenText Core 2006 - September 2011
Ameriprise Financial April 2000 - May 2006
American Express Financial Advisors 1994 - 2006
American Express Brokerage 1994 - 2006
ACI Worldwide May 1988 - July 1992
Skills
Business Analysis, Web Services, Information Architecture, SDLC, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Portals, IT Strategy, Agile Methodologies, Solution Architecture, Vendor Management, Business Architecture, Software Project..., Visio
Education
Pace University 1985 — 1988
Master of Science (M.S.), Information Technology
New York University 1968 — 1969
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Ameriprise Financial Advisors April 2000 - Present
OpenText Core 2006 - September 2011
Ameriprise Financial April 2000 - May 2006
American Express Financial Advisors 1994 - 2006
American Express Brokerage 1994 - 2006
ACI Worldwide May 1988 - July 1992
Skills
Business Analysis, Web Services, Information Architecture, SDLC, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Portals, IT Strategy, Agile Methodologies, Solution Architecture, Vendor Management, Business Architecture, Software Project..., Visio
Education
Pace University 1985 — 1988
Master of Science (M.S.), Information Technology
New York University 1968 — 1969
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Asuka Wilson's Ameriprise Financial Experience 2006 - Present
Job Financial Advisor at Ameriprise Fiancial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Education
National University 2006 — 2008
MBA, Financial Management
San Diego State University-California State University 2003 — 2004
BA, International Business and Marketing
Ameriprise Financial 2006 - Present
Education
National University 2006 — 2008
MBA, Financial Management
San Diego State University-California State University 2003 — 2004
BA, International Business and Marketing
Bill Lundberg's Ameriprise Financial Experience September 2005 - June 2011
Job Senior QA Analyst at Accenture Mortgage Cadence
Industry Retail
Experience
Accenture Mortgage Cadence September 2014 - Present
REV Solutions June 2013 - Present
5280 Solutions November 2012 - March 2013
UnitedHealthcare January 2012 - August 2012
Ameriprise Financial September 2005 - June 2011
Prudential Financial August 2000 - November 2005
Spherion Technology Architects March 2000 - November 2005
Best Buy February 2000 - August 2000
Pacific Life Insurance October 1998 - January 2000
Prudential 1994 - 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Testing, Quality Assurance, XML, Quality Center, Business Process..., Integration, Analysis, Process Improvement, Requirements Gathering, Regression Testing, User Acceptance Testing, System Testing, Test Planning, Software Quality..., Software Development, Axure, Demandware, E-commerce, Wireframes, Requirements Management, Functional Requirements
Education
Normandale Community College 2011 — 2012
Healthcare Practice & Workflow design
The University of North Dakota 1987 — 1989
Bachelor's degree, Accounting
Accenture Mortgage Cadence September 2014 - Present
REV Solutions June 2013 - Present
5280 Solutions November 2012 - March 2013
UnitedHealthcare January 2012 - August 2012
Ameriprise Financial September 2005 - June 2011
Prudential Financial August 2000 - November 2005
Spherion Technology Architects March 2000 - November 2005
Best Buy February 2000 - August 2000
Pacific Life Insurance October 1998 - January 2000
Prudential 1994 - 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Testing, Quality Assurance, XML, Quality Center, Business Process..., Integration, Analysis, Process Improvement, Requirements Gathering, Regression Testing, User Acceptance Testing, System Testing, Test Planning, Software Quality..., Software Development, Axure, Demandware, E-commerce, Wireframes, Requirements Management, Functional Requirements
Education
Normandale Community College 2011 — 2012
Healthcare Practice & Workflow design
The University of North Dakota 1987 — 1989
Bachelor's degree, Accounting
Elizabeth Krull Yoo's Ameriprise Financial Experience 2006 - 2006
Job Associate Attorney at WilsonGoodman & Fong
Industry Law Practice
Experience
Wilson-Goodman & Fong July 2008 - Present
Boates & Crump February 2007 - Present
Ameriprise Financial 2006 - 2006
Education
William Mitchell College of Law 2004 — 2007
J.D., Real Estate and Business Law
University of Minnesota-Twin Cities 1996 — 2003
Wilson-Goodman & Fong July 2008 - Present
Boates & Crump February 2007 - Present
Ameriprise Financial 2006 - 2006
Education
William Mitchell College of Law 2004 — 2007
J.D., Real Estate and Business Law
University of Minnesota-Twin Cities 1996 — 2003
Albert N. Isakov, CRPC®, BFA's Ameriprise Financial Experience January 2007 - December 2008
Job Managing Partner & Sr. Financial Advisor at Isakov Planning Group Inc.
Industry Financial Services
Experience
All American HomeCare Agency Inc. September 2011 - Present
Isakov Planning Group January 2009 - Present
MassMutual Financial Group January 2009 - December 2009
Ameriprise Financial January 2007 - December 2008
Ameriprise Financial October 2006 - December 2008
Skills
Financial Planning, Retirement, Wealth Management, Investments, Equities, Fixed Income, Tax Planning, Risk Management, Estate Planning, Insurance, Life Insurance, Long Term Care, Disability Insurance, Strategic Financial..., Financial Advisory, Wealth, Finance
Education
New York University 2002 — 2006
BA
All American HomeCare Agency Inc. September 2011 - Present
Isakov Planning Group January 2009 - Present
MassMutual Financial Group January 2009 - December 2009
Ameriprise Financial January 2007 - December 2008
Ameriprise Financial October 2006 - December 2008
Skills
Financial Planning, Retirement, Wealth Management, Investments, Equities, Fixed Income, Tax Planning, Risk Management, Estate Planning, Insurance, Life Insurance, Long Term Care, Disability Insurance, Strategic Financial..., Financial Advisory, Wealth, Finance
Education
New York University 2002 — 2006
BA
Jennifer Seifriz's Ameriprise Financial Experience September 2009 - Present
Job DirectorMutual Funds at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2009 - Present
Ameriprise Financial 1998 - Present
Education
North Dakota State University 1991 — 1995
MBA
Minnesota State University, Moorhead
Ameriprise Financial September 2009 - Present
Ameriprise Financial 1998 - Present
Education
North Dakota State University 1991 — 1995
MBA
Minnesota State University, Moorhead
Lee Smithson's Ameriprise Financial Experience June 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial June 2008 - Present
Reading Transport LLC. October 2006 - May 2008
Globaltech Financial LLC. August 2000 - October 2006
Education
Morehouse College 2000 — 2006
Ameriprise Financial June 2008 - Present
Reading Transport LLC. October 2006 - May 2008
Globaltech Financial LLC. August 2000 - October 2006
Education
Morehouse College 2000 — 2006
William A Nevitt's Ameriprise Financial Experience March 2009 - June 2009
Job Securities Professional & Investment Advisor
Industry Financial Services
Experience
ABN AMRO Clearing Chicago LLC June 2009 - June 2015
Ameriprise Financial March 2009 - June 2009
Edward Jones October 2008 - February 2009
B & B Securities November 1997 - August 2008
Skills
Securities, Investments, Wealth Management, Saving for Education, Mutual Funds, Risk Management, Retirement Planning, Banking, Portfolio Management, Estate Planning, Series 7, Equities, Finance, FINRA, Trading
Education
Molloy College 1976 — 1980
Bachelor’s Degree, Philosophy, 3.9
ABN AMRO Clearing Chicago LLC June 2009 - June 2015
Ameriprise Financial March 2009 - June 2009
Edward Jones October 2008 - February 2009
B & B Securities November 1997 - August 2008
Skills
Securities, Investments, Wealth Management, Saving for Education, Mutual Funds, Risk Management, Retirement Planning, Banking, Portfolio Management, Estate Planning, Series 7, Equities, Finance, FINRA, Trading
Education
Molloy College 1976 — 1980
Bachelor’s Degree, Philosophy, 3.9
John Kochevar's Ameriprise Financial Experience 2005 - 2007
Job VP Analytics and Information
Industry Banking
Experience
Union Bank November 2010 - Present
Union Bank 2010 - 2011
Wells Fargo April 2010 - November 2010
TechRP February 2009 - April 2010
Washington Mutual May 2007 - January 2009
Washington Mutual Card Services 2007 - January 2009
Ameriprise May 2005 - 2007
Ameriprise Financial 2005 - 2007
American Express April 2003 - May 2005
American Express May 2001 - April 2003
Education
New Mexico State University 1993 — 1995
MA, Economics/Regulatory Economics
New Mexico State University 1990 — 1992
BBA, Economics
University of Colorado Boulder 1987 — 1990
Finance
Union Bank November 2010 - Present
Union Bank 2010 - 2011
Wells Fargo April 2010 - November 2010
TechRP February 2009 - April 2010
Washington Mutual May 2007 - January 2009
Washington Mutual Card Services 2007 - January 2009
Ameriprise May 2005 - 2007
Ameriprise Financial 2005 - 2007
American Express April 2003 - May 2005
American Express May 2001 - April 2003
Education
New Mexico State University 1993 — 1995
MA, Economics/Regulatory Economics
New Mexico State University 1990 — 1992
BBA, Economics
University of Colorado Boulder 1987 — 1990
Finance
Matthew Kuzmiski, CRPC®'s Ameriprise Financial Experience General ManagerClub Ultra1999 - 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial General ManagerClub Ultra1999 - 2008
Education
Nichols College 1997 — 2001
BS, Accounting/Finance
Coyle and Cassidy High School 1993 — 1997
Ameriprise Financial General ManagerClub Ultra1999 - 2008
Education
Nichols College 1997 — 2001
BS, Accounting/Finance
Coyle and Cassidy High School 1993 — 1997
Pan Hall's Ameriprise Financial Experience May 1988 - July 2006
Job Program Management Office Leader at Allina Health
Industry Information Technology and Services
Experience
Allina Health April 2014 - Present
The Schwan Food Company April 2012 - April 2014
Allianz November 2009 - April 2012
Hennepin County July 2006 - April 2009
Ameriprise Financial May 1988 - July 2006
Skills
Project Portfolio..., Change Management, Program Management, Strategy, PMO, Process Improvement, Leadership, Business Analysis, Vendor Management, Resource Management, Integration, CRM, Governance, Team Leadership, Enterprise Architecture, IT Strategy, Enterprise Software, Budgets, Business Process, Business Process..., Product Development, Team Building, Executive Management, Management, Project Management, SDLC, Cross-functional Team...
Education
University of St. Thomas 2009 — 2010
Mini MBA, Business, Management, Marketing, and Related Support Services
Minnesota State University, Moorhead 1974 — 1979
BS, Special Education
University of Saint Thomas - School of Business
Allina Health April 2014 - Present
The Schwan Food Company April 2012 - April 2014
Allianz November 2009 - April 2012
Hennepin County July 2006 - April 2009
Ameriprise Financial May 1988 - July 2006
Skills
Project Portfolio..., Change Management, Program Management, Strategy, PMO, Process Improvement, Leadership, Business Analysis, Vendor Management, Resource Management, Integration, CRM, Governance, Team Leadership, Enterprise Architecture, IT Strategy, Enterprise Software, Budgets, Business Process, Business Process..., Product Development, Team Building, Executive Management, Management, Project Management, SDLC, Cross-functional Team...
Education
University of St. Thomas 2009 — 2010
Mini MBA, Business, Management, Marketing, and Related Support Services
Minnesota State University, Moorhead 1974 — 1979
BS, Special Education
University of Saint Thomas - School of Business
Dana Granata's Ameriprise Financial Experience September 2006 - Present
Job Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2006 - Present
Skills
Administrative..., Microsoft Excel, Outlook
Education
New York Institute of Technology 2000 — 2006
B.S, Hospitality-Management
Ameriprise Financial September 2006 - Present
Skills
Administrative..., Microsoft Excel, Outlook
Education
New York Institute of Technology 2000 — 2006
B.S, Hospitality-Management
Debra Heisick's Ameriprise Financial Experience 1991 - 2010
Job General Counsel at State of Minnesota, Department of Labor & Industry
Industry Law Practice
Experience
State of Minnesota, Department of Labor & Industry July 2014 - Present
Peace Begins With Me December 2011 - Present
State of Minnesota August 2009 - Present
The Leukemia & Lymphoma Society 2007 - 2012
DRC 2000 - 2010
Ameriprise Financial 1991 - 2010
Servas 1990 - 2010
Lifetime FItness 1986 - 2010
Bakken Robinson and Grove December 2005 - July 2009
Liberty Mutual Insurance 2005 - 2009
Skills
Insurance, Product Liability, Premises Liability, Workers Compensation, mediation, Arbitration, Public Liability, Mediation, Litigation, Civil Litigation, Employment Law, Nonprofits, Appeals, Alternative Dispute..., Legal Research, Personal Injury, Non-profits, Public Speaking, Legal Writing, Wrongful Death, Automobile Accidents, Medical Malpractice, Commercial Litigation
Education
William Mitchell College of Law 1980 — 1984
J.D., law
The London School of Economics and Political Science (LSE) 1982 — 1982
JD credits, law
University of Minnesota Duluth 1975 — 1979
B.A., Philosophy, Sociology, Criminology
State of Minnesota, Department of Labor & Industry July 2014 - Present
Peace Begins With Me December 2011 - Present
State of Minnesota August 2009 - Present
The Leukemia & Lymphoma Society 2007 - 2012
DRC 2000 - 2010
Ameriprise Financial 1991 - 2010
Servas 1990 - 2010
Lifetime FItness 1986 - 2010
Bakken Robinson and Grove December 2005 - July 2009
Liberty Mutual Insurance 2005 - 2009
Skills
Insurance, Product Liability, Premises Liability, Workers Compensation, mediation, Arbitration, Public Liability, Mediation, Litigation, Civil Litigation, Employment Law, Nonprofits, Appeals, Alternative Dispute..., Legal Research, Personal Injury, Non-profits, Public Speaking, Legal Writing, Wrongful Death, Automobile Accidents, Medical Malpractice, Commercial Litigation
Education
William Mitchell College of Law 1980 — 1984
J.D., law
The London School of Economics and Political Science (LSE) 1982 — 1982
JD credits, law
University of Minnesota Duluth 1975 — 1979
B.A., Philosophy, Sociology, Criminology
Michael Habermann, ChFC®, CLU®, AIF®'s Ameriprise Financial Experience June 2000 - August 2004
Job Retirement Plan Consultant at AFG Financial Services
Industry Financial Services
Experience
Associated Financial Group August 2004 - Present
AFG Financial Services August 2004 - Present
Ameriprise Financial June 2000 - August 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2010
AIF®
The American College 2006 — 2009
ChFC®, CLU®
University of Minnesota-Twin Cities 1998 — 2000
BA, Sociology
Normandale Community College
AA, Liberal Arts
Associated Financial Group August 2004 - Present
AFG Financial Services August 2004 - Present
Ameriprise Financial June 2000 - August 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2010
AIF®
The American College 2006 — 2009
ChFC®, CLU®
University of Minnesota-Twin Cities 1998 — 2000
BA, Sociology
Normandale Community College
AA, Liberal Arts
Carla Condiff Schaumann's Ameriprise Financial Experience March 2002 - August 2003
Job Experienced Attorney, InHouse Professional
Industry Law Practice
Experience
Target May 2010 - July 2010
Digital River 2007 - 2008
General Mills June 2005 - April 2006
GE Commercial Finance March 2004 - March 2005
Ameriprise Financial March 2002 - August 2003
Equus Computer Systems April 1997 - January 2002
Schivone & Associates August 1993 - April 1997
Skills
Intellectual Property, Corporate Law, Mergers & Acquisitions, Software Licensing, Mergers, Export, Employment Law, Legal Advice
Education
William Mitchell College of Law 1992 — 1996
J.D.
Minnesota State University, Moorhead 1988 — 1992
B.A., cum laude
Wadena High School
Graduated with honors
Target May 2010 - July 2010
Digital River 2007 - 2008
General Mills June 2005 - April 2006
GE Commercial Finance March 2004 - March 2005
Ameriprise Financial March 2002 - August 2003
Equus Computer Systems April 1997 - January 2002
Schivone & Associates August 1993 - April 1997
Skills
Intellectual Property, Corporate Law, Mergers & Acquisitions, Software Licensing, Mergers, Export, Employment Law, Legal Advice
Education
William Mitchell College of Law 1992 — 1996
J.D.
Minnesota State University, Moorhead 1988 — 1992
B.A., cum laude
Wadena High School
Graduated with honors
Brian Elliason's Ameriprise Financial Experience December 2007 - March 2013
Job Principal The Law Office of Brian Keith Elliason
Industry Financial Services
Experience
The Law Office of Brian Keith Elliason April 2013 - Present
Independence Realty Securities March 2013 - May 2013
Ameriprise Financial December 2007 - March 2013
Ameriprise Financial Services, Inc. September 2006 - December 2007
Ameriprise Financial Services, Inc. October 2004 - September 2006
TCF Investments and Insurance 2002 - 2003
Texas State Securities Board October 2000 - August 2002
Skills
Alternative Investments, Real Estate Transactions, Commercial Real Estate, Private Placements, Financial Services, Product Management, Securities, Wealth Management, Small Business, Series 7, Series 24, Series 66, Series 79, Investments, Equities, Competitive Analysis, Product Marketing, Cross-functional Team..., Insurance, Business Analysis, Fixed Income, Asset Management, Asset Allocation, Relationship Management, Mutual Funds, Banking, Real Estate Investor
Education
William Mitchell College of Law 2008 — 2012
Juris Doctor, Law
University of Minnesota-Twin Cities 1995 — 1998
Bachelor of Arts, History
The Law Office of Brian Keith Elliason April 2013 - Present
Independence Realty Securities March 2013 - May 2013
Ameriprise Financial December 2007 - March 2013
Ameriprise Financial Services, Inc. September 2006 - December 2007
Ameriprise Financial Services, Inc. October 2004 - September 2006
TCF Investments and Insurance 2002 - 2003
Texas State Securities Board October 2000 - August 2002
Skills
Alternative Investments, Real Estate Transactions, Commercial Real Estate, Private Placements, Financial Services, Product Management, Securities, Wealth Management, Small Business, Series 7, Series 24, Series 66, Series 79, Investments, Equities, Competitive Analysis, Product Marketing, Cross-functional Team..., Insurance, Business Analysis, Fixed Income, Asset Management, Asset Allocation, Relationship Management, Mutual Funds, Banking, Real Estate Investor
Education
William Mitchell College of Law 2008 — 2012
Juris Doctor, Law
University of Minnesota-Twin Cities 1995 — 1998
Bachelor of Arts, History
James Onken's Ameriprise Financial Experience February 2006 - November 2008
Job Instructional Designer at Paylocity
Industry Human Resources
Experience
Paylocity August 2011 - Present
Paylocity February 2009 - August 2011
Ameriprise Financial February 2006 - November 2008
Ameriprise Financial 2000 - 2008
Skills
Needs Analysis, Captivate, ADDIE, Instructional Design, Payroll, Training, Instructor-led Training, Blended Learning, Coaching, Customer Service, Employee Training, Training Delivery, WebEx, Software Documentation, E-Learning, Instructional Technology, PowerPoint, Job Aids, Adult Learning Theory, Hands-on Training, Organizational Learning, Workshop Facilitation, SnagIt, SharePoint, Articulate Studio, Technical Training, Access, Adult Learning..., Education Software
Education
Normandale Community College 2002 — 2005
AAS
Paylocity August 2011 - Present
Paylocity February 2009 - August 2011
Ameriprise Financial February 2006 - November 2008
Ameriprise Financial 2000 - 2008
Skills
Needs Analysis, Captivate, ADDIE, Instructional Design, Payroll, Training, Instructor-led Training, Blended Learning, Coaching, Customer Service, Employee Training, Training Delivery, WebEx, Software Documentation, E-Learning, Instructional Technology, PowerPoint, Job Aids, Adult Learning Theory, Hands-on Training, Organizational Learning, Workshop Facilitation, SnagIt, SharePoint, Articulate Studio, Technical Training, Access, Adult Learning..., Education Software
Education
Normandale Community College 2002 — 2005
AAS
Ann (Donna) Marsh's Ameriprise Financial Experience September 2010 - Present
Job Administrative Assistant, Technology at Ameriprise Financial
Industry Human Resources
Experience
Ameriprise Financial September 2010 - Present
Ameriprise Financial March 1999 - February 2009
Skills
Expense Management, Human Resources, Leadership, Administrative..., PeopleSoft, Administrative...
Education
Normandale Community College
AA, Business
Ameriprise Financial September 2010 - Present
Ameriprise Financial March 1999 - February 2009
Skills
Expense Management, Human Resources, Leadership, Administrative..., PeopleSoft, Administrative...
Education
Normandale Community College
AA, Business
Ann Jonell's Ameriprise Financial Experience November 2005 - March 2009
Job Executive Admininstrative Assistant at Thrivent Financial for Lutherans
Industry Human Resources
Experience
Thrivent Financial November 2010 - Present
Thrivent Financial November 2009 - November 2010
Ameriprise Financial November 2005 - March 2009
Ameriprise Financial 1997 - 2009
American Express Financial Advisors now Ameriprise Financial 2000 - 2005
Skills
Organizational..., PeopleSoft, Employee Relations, Financial Services, Employee Engagement, Customer Service, Performance Management, Team Building, Cross-functional Team..., Administrative..., Outlook, Human Resources, Strategic Planning, Leadership, Microsoft Office, Event Planning, Management, Recruiting, Employee Benefits, Process Improvement, Training, Administrative...
Education
Minnesota State University, Moorhead 1987 — 1991
Bachelor of Science, Early Childhood Education and English
Minot State University
Stanley High School
Thrivent Financial November 2010 - Present
Thrivent Financial November 2009 - November 2010
Ameriprise Financial November 2005 - March 2009
Ameriprise Financial 1997 - 2009
American Express Financial Advisors now Ameriprise Financial 2000 - 2005
Skills
Organizational..., PeopleSoft, Employee Relations, Financial Services, Employee Engagement, Customer Service, Performance Management, Team Building, Cross-functional Team..., Administrative..., Outlook, Human Resources, Strategic Planning, Leadership, Microsoft Office, Event Planning, Management, Recruiting, Employee Benefits, Process Improvement, Training, Administrative...
Education
Minnesota State University, Moorhead 1987 — 1991
Bachelor of Science, Early Childhood Education and English
Minot State University
Stanley High School
Dana Effertz's Ameriprise Financial Experience Financial AdvisorAmeriprise FinancialSeptember 2003 - May 2004
Job Regional Sales Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Financial AdvisorAmeriprise FinancialSeptember 2003 - May 2004
Education
University of St. Thomas 1999 — 2003
MBA, Corporate Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance
Ameriprise Financial Financial AdvisorAmeriprise FinancialSeptember 2003 - May 2004
Education
University of St. Thomas 1999 — 2003
MBA, Corporate Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance
Dixie Carroll's Ameriprise Financial Experience August 2014 - Present
Job Counsel at Ameriprise Financial
Industry Insurance
Experience
Ameriprise Financial August 2014 - Present
Ameriprise Financial September 2008 - August 2014
Ameriprise Financial June 2004 - September 2008
American Express Financial Advisors 2000 - 2003
Ameriprise Financial 1996 - 1999
Skills
Legal Research, Series 7, Corporate Governance, Legal Writing, Securities Regulation, Leadership, Series 24, FINRA, Securities, Licensing, Corporate Law, Insurance, Insurance Law, Legal Compliance, Fixed Annuities, Variable Annuities, Broker-Dealer, Financial Services, Risk Management
Education
William Mitchell College of Law 1993 — 1997
JD, Law
Ameriprise Financial August 2014 - Present
Ameriprise Financial September 2008 - August 2014
Ameriprise Financial June 2004 - September 2008
American Express Financial Advisors 2000 - 2003
Ameriprise Financial 1996 - 1999
Skills
Legal Research, Series 7, Corporate Governance, Legal Writing, Securities Regulation, Leadership, Series 24, FINRA, Securities, Licensing, Corporate Law, Insurance, Insurance Law, Legal Compliance, Fixed Annuities, Variable Annuities, Broker-Dealer, Financial Services, Risk Management
Education
William Mitchell College of Law 1993 — 1997
JD, Law
Eileen Rendulic-Moss's Ameriprise Financial Experience August 2006 - June 2009
Job Mary Kay Beauty Consultant
Industry Retail
Experience
Ameriprise Financial August 2006 - June 2009
Education
University of Nevada-Las Vegas 1992 — 1992
Music
Moorpark College 1989 — 1991
Music
Ameriprise Financial August 2006 - June 2009
Education
University of Nevada-Las Vegas 1992 — 1992
Music
Moorpark College 1989 — 1991
Music
Doug Brewers's Ameriprise Financial Experience 2005 - Present
Job Division Vice President RiverSource Annuities at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2005 - Present
RiverSource Distributors 2005 - Present
Ameriprise Financial 2005 - Present
Minnesota Life April 1980 - October 1984
Skills
Series 7, Series 24, Retirement Planning, Retirement, Series 63, Mutual Funds, Asset Allocation, Fixed Annuities, Wealth Management, Investment Advisory, 401k, Variable Annuities, Strategic Financial..., Financial Advisory, Investments, Securities, Financial Services, Estate Planning, Uniform Combined State..., Asset Management, Investment Strategies, Life Insurance, Series 6, Long-term Care, FINRA, Financial Planning
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Business
Minnesota State University, Moorhead 1975 — 1979
BS, Management
Ameriprise Financial Services, Inc. January 2005 - Present
RiverSource Distributors 2005 - Present
Ameriprise Financial 2005 - Present
Minnesota Life April 1980 - October 1984
Skills
Series 7, Series 24, Retirement Planning, Retirement, Series 63, Mutual Funds, Asset Allocation, Fixed Annuities, Wealth Management, Investment Advisory, 401k, Variable Annuities, Strategic Financial..., Financial Advisory, Investments, Securities, Financial Services, Estate Planning, Uniform Combined State..., Asset Management, Investment Strategies, Life Insurance, Series 6, Long-term Care, FINRA, Financial Planning
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Business
Minnesota State University, Moorhead 1975 — 1979
BS, Management
Hallie Hicks's Ameriprise Financial Experience 1997 - July 2015
Job
Industry Financial Services
Experience
Boston Harbor Wealth Advisors, LLC. July 2015 - Present
Ameriprise Financial 1997 - July 2015
Skills
Insurance, Customer Service, Marketing, Microsoft Excel, Outlook, PowerPoint, Leadership, Microsoft Office, Strategic Planning, Microsoft Word, Budgets, Training, Process Improvement, Operations Management, Risk Management, Finance, Management, Analysis, Recruiting, Change Management, Negotiation, Team Building, Coaching, Leadership Development, Program Management, Team Leadership, Project Management, Business Analysis, Vendor Management
Education
Newbury College 1998 — 2002
Bachelors, Business Management
Boston Harbor Wealth Advisors, LLC. July 2015 - Present
Ameriprise Financial 1997 - July 2015
Skills
Insurance, Customer Service, Marketing, Microsoft Excel, Outlook, PowerPoint, Leadership, Microsoft Office, Strategic Planning, Microsoft Word, Budgets, Training, Process Improvement, Operations Management, Risk Management, Finance, Management, Analysis, Recruiting, Change Management, Negotiation, Team Building, Coaching, Leadership Development, Program Management, Team Leadership, Project Management, Business Analysis, Vendor Management
Education
Newbury College 1998 — 2002
Bachelors, Business Management
Kendra Meyer's Ameriprise Financial Experience December 2011 - April 2012
Job Pricing Analyst at Amerirprise
Industry Financial Services
Experience
Ameriprise - Columbia Management April 2012 - Present
Ameriprise Financial December 2011 - April 2012
Wells Fargo Investments November 2010 - December 2011
Wells Fargo Investments March 2010 - December 2011
Activar November 2009 - March 2010
Skills
Microsoft Office, Statistics, Accounting, Customer Service, Corporate Finance, Financial Analysis, Business Transformation, Bloomberg, Microsoft Excel, Mutual Funds, Investments, Securities, Financial Goals, Asset Allocation, Pricing, Fixed Income, Finance, Mathematics, Financial Modeling, Equities, Bonds
Education
Minot State University 2004 — 2009
Bachelor of Science, Mathematics and Finance
Ameriprise - Columbia Management April 2012 - Present
Ameriprise Financial December 2011 - April 2012
Wells Fargo Investments November 2010 - December 2011
Wells Fargo Investments March 2010 - December 2011
Activar November 2009 - March 2010
Skills
Microsoft Office, Statistics, Accounting, Customer Service, Corporate Finance, Financial Analysis, Business Transformation, Bloomberg, Microsoft Excel, Mutual Funds, Investments, Securities, Financial Goals, Asset Allocation, Pricing, Fixed Income, Finance, Mathematics, Financial Modeling, Equities, Bonds
Education
Minot State University 2004 — 2009
Bachelor of Science, Mathematics and Finance
Brian Filyes's Ameriprise Financial Experience April 2009 - June 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2013 - Present
Grace Community Church 2012 - Present
Grace Community Church August 2010 - September 2013
Ameriprise Financial April 2009 - June 2010
German Basketball March 2009 - June 2009
Cbeyond August 2007 - January 2008
Moody Bible Institute August 2003 - March 2007
Dick Helm's Chicago Hoops Camp May 2005 - August 2006
Kanakuk Kamps May 2006 - July 2006
Education
The Masters Seminary 2010 — 2013
Masters of Divinity, Theology
The Southern Baptist Theological Seminary 2009 — 2010
Masters of Divinity, Theology/Theological Studies
Moody Bible Institute 2003 — 2007
B.A. Sports Ministry, Sports Ministry
Northwestern Mutual August 2013 - Present
Grace Community Church 2012 - Present
Grace Community Church August 2010 - September 2013
Ameriprise Financial April 2009 - June 2010
German Basketball March 2009 - June 2009
Cbeyond August 2007 - January 2008
Moody Bible Institute August 2003 - March 2007
Dick Helm's Chicago Hoops Camp May 2005 - August 2006
Kanakuk Kamps May 2006 - July 2006
Education
The Masters Seminary 2010 — 2013
Masters of Divinity, Theology
The Southern Baptist Theological Seminary 2009 — 2010
Masters of Divinity, Theology/Theological Studies
Moody Bible Institute 2003 — 2007
B.A. Sports Ministry, Sports Ministry
Daniel Furnback CRPC, AAMS's Ameriprise Financial Experience January 2009 - June 2012
Job Financial Advisor at White Cedar Capital
Industry Financial Services
Experience
White Cedar Capital January 2015 - Present
World Equity Group August 2012 - December 2014
Ameriprise Financial January 2009 - June 2012
Skills
CRPC, AAMS, Wealth Management, Risk Management, Estate Planning, Cash Flow Analysis, Fundraising, Business Networking, Capital Raising, Angel Investing, Institutional Selling, Institutional Investors, Institutional..., Cash Flow, Financial Services, Investments, Finance, Strategic Financial..., Series 7, Mutual Funds, Financial Advisory, Retirement Planning, Personal Financial..., Asset Management, Asset Allocation, Financial Planning, Portfolio Management, Securities
Education
Montclair State University 2004 — 2008
Bach, Business, Management, Administration, Finance
White Cedar Capital January 2015 - Present
World Equity Group August 2012 - December 2014
Ameriprise Financial January 2009 - June 2012
Skills
CRPC, AAMS, Wealth Management, Risk Management, Estate Planning, Cash Flow Analysis, Fundraising, Business Networking, Capital Raising, Angel Investing, Institutional Selling, Institutional Investors, Institutional..., Cash Flow, Financial Services, Investments, Finance, Strategic Financial..., Series 7, Mutual Funds, Financial Advisory, Retirement Planning, Personal Financial..., Asset Management, Asset Allocation, Financial Planning, Portfolio Management, Securities
Education
Montclair State University 2004 — 2008
Bach, Business, Management, Administration, Finance
Kevin Kiefer's Ameriprise Financial Experience 2005 - 2006
Job Transition Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional 2012 - Present
New York Life Insurance Company 2006 - 2011
Ameriprise Financial 2005 - 2006
Education
Montclair State University 2008 — 2010
MBA, Finance
Stockton University 2001 — 2005
BS, Finance
TD Ameritrade Institutional 2012 - Present
New York Life Insurance Company 2006 - 2011
Ameriprise Financial 2005 - 2006
Education
Montclair State University 2008 — 2010
MBA, Finance
Stockton University 2001 — 2005
BS, Finance
Chip Snyder's Ameriprise Financial Experience June 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2000 - Present
Education
Missouri State University 1996 — 1999
Bachelor's degree, Marketing
Kickapoo Highschool 1989 — 1993
Ameriprise Financial June 2000 - Present
Education
Missouri State University 1996 — 1999
Bachelor's degree, Marketing
Kickapoo Highschool 1989 — 1993
Paul Stansberry's Ameriprise Financial Experience June 2014 - Present
Job Registered Principal II, Advise at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Ameriprise Financial March 2010 - June 2014
Ameriprise Financial Services, Inc. September 2008 - March 2010
Farmers Insurance June 2006 - December 2007
Merrill Lynch January 2006 - June 2006
Marquette Financial/ Wells Fargo January 1998 - March 2005
Hayne Miller/ Global Financial February 1986 - January 1998
Skills
Series 7, Series 63, FINRA, Retirement Planning, Mutual Funds, Financial Services, Insurance, Uniform Combined State..., Financial Advisory, Retirement, Estate Planning, Financial Goals, Asset Allocation, Securities, Banking, Trading, Risk Management
Education
St. Cloud State University 1978 — 1979
Normandale Community College
Bloomington Jefferson High School
Ameriprise Financial June 2014 - Present
Ameriprise Financial March 2010 - June 2014
Ameriprise Financial Services, Inc. September 2008 - March 2010
Farmers Insurance June 2006 - December 2007
Merrill Lynch January 2006 - June 2006
Marquette Financial/ Wells Fargo January 1998 - March 2005
Hayne Miller/ Global Financial February 1986 - January 1998
Skills
Series 7, Series 63, FINRA, Retirement Planning, Mutual Funds, Financial Services, Insurance, Uniform Combined State..., Financial Advisory, Retirement, Estate Planning, Financial Goals, Asset Allocation, Securities, Banking, Trading, Risk Management
Education
St. Cloud State University 1978 — 1979
Normandale Community College
Bloomington Jefferson High School
Barbara Kelly's Ameriprise Financial Experience Financial AdvisorAmeriprise Financial Services, Inc.May 2005 - August 2007
Job Registered Support Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Financial AdvisorAmeriprise Financial Services, Inc.May 2005 - August 2007
Education
NYU
Master of Business Administration (MBA), Finance and Marketing
Ameriprise Financial Financial AdvisorAmeriprise Financial Services, Inc.May 2005 - August 2007
Education
NYU
Master of Business Administration (MBA), Finance and Marketing
Senac, Jeff's Ameriprise Financial Experience 2002 - 2006
Job Associate at Latham & Watkins
Industry
Experience
Latham & Watkins 2010 - Present
Ameriprise Financial 2002 - 2006
Education
New York University School of Law 2009 — 2010
LL.M., Tax Law
University of Illinois College of Law 2006 — 2009
JD
University of Southern California 1998 — 2002
BS, Business
Latham & Watkins 2010 - Present
Ameriprise Financial 2002 - 2006
Education
New York University School of Law 2009 — 2010
LL.M., Tax Law
University of Illinois College of Law 2006 — 2009
JD
University of Southern California 1998 — 2002
BS, Business
Bernie Gross's Ameriprise Financial Experience April 2012 - March 2013
Job Customer Service Representative, Commissions at AIG
Industry Consumer Services
Experience
AIG April 2014 - Present
Wells Fargo Document Custody April 2013 - March 2014
Shakopee Jaycees 2013 - 2014
Ameriprise Financial April 2012 - March 2013
Shakopee Jaycees/Minnesota Renaissance Festival August 2008 - March 2013
VA Medical Center - SAO Central January 2012 - April 2012
Wells Fargo Home Mortgage June 2010 - December 2011
50 Below May 2009 - June 2010
VA Medical Center October 2008 - April 2009
Digital River/Element January 2006 - September 2008
Skills
Microsoft Office, Public Speaking, Data Analysis, Dictation, Customer Relations, Customer Service, Medical Transcription, Data Entry, Budgets, Microsoft Word
Education
Normandale Community College 2008 — 2015
Associate of Science Degree, Business Marketing and Management
Lake Superior College 1999 — 2002
Diploma, Broadcasting
AIG April 2014 - Present
Wells Fargo Document Custody April 2013 - March 2014
Shakopee Jaycees 2013 - 2014
Ameriprise Financial April 2012 - March 2013
Shakopee Jaycees/Minnesota Renaissance Festival August 2008 - March 2013
VA Medical Center - SAO Central January 2012 - April 2012
Wells Fargo Home Mortgage June 2010 - December 2011
50 Below May 2009 - June 2010
VA Medical Center October 2008 - April 2009
Digital River/Element January 2006 - September 2008
Skills
Microsoft Office, Public Speaking, Data Analysis, Dictation, Customer Relations, Customer Service, Medical Transcription, Data Entry, Budgets, Microsoft Word
Education
Normandale Community College 2008 — 2015
Associate of Science Degree, Business Marketing and Management
Lake Superior College 1999 — 2002
Diploma, Broadcasting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.