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
Google April 2014 - Present
Google September 2012 - March 2014
Motorola Mobility LLC, a Google Company June 2010 - September 2012
AXA Advisors June 2009 - August 2009
Smith Barney May 2008 - July 2008
Highland Park City Hall Finance Department May 2008 - July 2008
Ameriprise Financial May 2007 - August 2007
All American Advertising Specialties May 2004 - July 2007
Skills
Financial Analysis, Corporate Finance, Auditing, Access, Financial Modeling, PowerPoint, Forecasting, Microsoft Excel, Financial Reporting, Accounting, Microsoft Office, Bloomberg, Essbase, Hyperion Enterprise, Analysis, Investments, Excel, Management, Budgets, Hyperion, Budgeting, Digital Marketing, Google Adwords, Google Analytics, Search, PPC
Education
Northwestern University - Kellogg School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance
North Highland November 2013 - Present
Ameriprise Financial June 2010 - October 2013
Ameriprise Financial Services, Inc. February 2009 - June 2010
Ameriprise Financial February 2008 - January 2009
Ameriprise Financial August 2004 - February 2008
Skills
Management, Leadership, Financial Services, Marketing, Process Improvement, Project Management, Program Management, Consulting, Strategy, Retirement Planning, Retirement, Strategic Planning, Financial Advisory, Sales, Business Analysis, Vendor Management, Financial Analysis, Analysis
Education
North Central College 2000 — 2004
BA, Business Management
U.S. Bank July 2013 - Present
Ameriprise Financial July 2009 - May 2013
Ameriprise Financial Services, Inc. June 2007 - July 2009
Ameriprise Financial Services, Inc. July 2005 - June 2007
Ameriprise Financial Services, Inc. August 1999 - July 2005
Skills
Leadership, Business Analysis, Operations Management, Agile Methodologies, Business Process..., Project Management, SDLC, Agile Leadership, Process Improvement, Change Management, Sprint Planning, Planning Budgeting &..., Start-ups, Leading..., Leading Diverse Teams, Leading Development..., Drive Change, Influence Without..., Vendor Management
Education
Northwestern College
Bachelor's, Business Management
Financial Engines September 2013 - Present
Self employed September 2012 - September 2013
Fidelity Investments November 2011 - September 2012
USAA February 2007 - October 2011
Ameriprise Financial 2005 - 2007
Skills
Retirement Planning, Estate Planning, Investments, Risk Management, Financial Planning, 401k Rollovers, Investment Advisory, Investment Strategies, Insurance, Strategic Financial..., Financial Planners, Series 7, Finance, Retirement, Mutual Funds, Wealth Management, Financial Goals, Fixed Annuities, Asset Allocation, 401k, Securities, Uniform Combined State..., Financial Advisory, Life Insurance, FINRA, Series 65, Asset Management, Portfolio Management, Wealth Management..., Investment Management, IRAs, Financial Services, Savings, Wealth, Long-term Care, Disability Insurance, Wealth Accumulation, Long Term Care Insurance, Pensions, Variable Annuities, Term Life Insurance, Bonds, ETFs, Personal Financial..., High Net Worth..., 529 Plans, Roth IRA, College Savings Plans
Education
Northern Arizona University 1999 — 2004
Bachelor of Science, Business Management
Henderson High School 1995 — 1999
Jordan Photography January 2015 - Present
Ameriprise Financial January 2011 - Present
Ameriprise Financial August 2007 - January 2011
Skills
Social Media, Event Planning, Photography, Community Service, Wedding Photography, Customer Service, Client Experience, Account Management, Business Development, Leadership, Marketing, Team Building, Strategic Planning, Fundraising, Program Management, Marketing Strategy, Customer Experience, Project Management, Leadership Development, Management, Microsoft Office
Education
Northern Kentucky University 2010 — 2016
Bachelors in Arts, Spatial Arts
Southern Ohio College 1999 — 2001
Associates, Computer Technology
University of Minnesota Medical Center, Fairview October 2014 - Present
Target April 2014 - October 2014
Ameriprise Financial June 2010 - February 2014
Ameriprise Financial Services, Inc. 2003 - June 2010
Wells Fargo Home Mortgage 2002 - 2003
Skills
Insurance, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Wealth Management, Mutual Funds, Financial Advisory, Retirement, Series 7
Education
North Hennepin Community College 1995 — 2001
Business/Corporate Communications
Park Center High School 1993 — 1996
diploma, Generals
Ameriprise Financial Services, Inc. May 2012 - Present
Ameriprise Financial January 2007 - April 2012
American Cancer Society 2004 - 2008
Austin Mututal Insurance 2002 - 2007
The Hartford 2001 - 2002
American Express Financial Advisors 1991 - 1996
Skills
Recruiting, Performance Management, People Skills, Administrative..., Customer Service, Coordination, Entertainment, Events, Microsoft Office, Negotiation, Organization
Education
Lowthian College 1989 — 1992
Associate's degree, Interior Design
North Dakota State University 1986 — 1988
Interior Design
Ameriprise Financial February 1985 - Present
Ameriprise Financial December 1987 - December 1994
Ameriprise Financial December 1985 - December 1986
Education
University of Oklahoma
M.S.W.
Northeastern State University
B.A.
Rubicon Global March 2015 - Present
Waste Pro USA March 2012 - March 2015
Mattress Firm July 2011 - March 2012
Ameriprise Financial May 2010 - December 2010
Printcraft, Inc May 2009 - July 2009
Skills
Customer Service, PowerPoint, Word, Excel, Access, Collaborative Problem..., Creative Problem Solving, Adaptation, Attention To Detail, Intercultural..., competence, Finding Answers, Complaint Handling, Intelligence, Business Intelligence, Data Manipulation, Public Speaking, Supply Chain Management, Supply Chain, Teamwork, Idea Generation, Organizing, Microsoft Excel, Inventory Management
Education
North Carolina State University - College of Management 2007 — 2011
BS, Business Administration - Supply Chain Management
Zhejiang University 2008 — 2008
Business
American University Dublin 2007 — 2007
Irish history and culture
Ameriprise Financial September 1993 - Present
Education
Oakland University 1972 — 1976
Bachelors, Economics
Goodreads.com April 2014 - Present
Nintendo November 2013 - April 2014
Amazon September 2011 - November 2013
OpenBI, LLC January 2009 - September 2011
Towers Perrin June 2008 - August 2008
Ameriprise Financial May 2007 - August 2007
Skills
Business Intelligence, Data Warehousing, ETL, Analytics, SQL, Data Modeling, Data Analysis, Data Warehouse..., Predictive Modeling, SAS, R, Oracle, Big Data, Pentaho, Databases, Data Migration, Data Integration, Microsoft SQL Server, SPSS, Unix, Database Design, OLAP, VBA, Statistics, Data Mining, Predictive Analytics, Data Quality, OBIEE, Dashboard, Business Analytics, Tableau, Web Analytics, Omniture, redshift, Python
Education
Northwestern University 2012 — 2013
MS, Predictive Analytics
University of Wisconsin-Madison - School of Business 2005 — 2008
BBA, Finance, Investing, and Banking. Actuarial Science
North Dakota State University 2004 — 2005
Marketing Strategies Group March 2013 - Present
Detroit Executive Service Corps (DESC) July 2012 - Present
Orion Art Center November 2011 - November 2012
Recovery Cleaners October 2011 - April 2012
Michigan Conference of Teamsters Welfare Fund March 2008 - February 2011
Guest House, Inc. 2011 - 2011
Ameriprise Financial 2004 - 2008
Orion Historical Society 2000 - 2005
Environmental Wood Solutions 2002 - 2004
Electronic Data Systems 1985 - 1996
Skills
Budgeting, Financial Analysis, Financial Planning, Strategic Planning, Forecasting, Risk Management, Financial Reporting, Process Improvement, Financial Management, Cash Flow, Analysis, Budgets, Strategic Financial..., Sponsorship Relations, Marketing, Volunteer Management, Project Management, Non-profit Consulting, Management, Event Planning, Payroll, Fundraising, Nonprofits, Finance
Education
Walsh College of Accountancy and Business Administration 2008 — 2011
Master of Management, Finance
Oakland University 2002 — 2004
Certified Financial Planning Program, Personal Financial Planning
Deloitte March 2013 - Present
Capgemini December 2011 - April 2013
AMCOL November 2010 - November 2011
Holiday Inn December 2008 - August 2009
Ameriprise Financial May 2008 - August 2008
Holiday Inn Express January 2003 - August 2007
Skills
Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com, Forecasting, Data Analysis, Microsoft Office, Microsoft Excel, Business Analysis, Sales, Leadership, SharePoint, Visio, Analysis, CRM, Software Documentation, Management, Business Process, Training, Finance, Financial Reporting, Auditing
Education
Northern Illinois University 2009 — 2011
MBA, Masters in Business Administration
University of Central Florida 2004 — 2008
Bachelors, Accounting & Finance
Independent Consultant / Contractor April 2014 - Present
Independent Contractor April 2014 - June 2014
The Bailey Group March 2013 - April 2014
Ameriprise Financial Services, Inc. October 2010 - December 2012
Ameriprise Financial Services, Inc. April 2004 - October 2010
Ameriprise Financial April 2004 - October 2009
American Express 2002 - 2004
Skills
SDLC, Vendor Management, Strategic Financial..., Financial Services, Business Analysis, Process Improvement, Communication, Change Management, Behavioral Consultation, Project Portfolio..., Strategy, Business Process..., Securities, Risk Management, Leadership, Requirements Gathering, Cross-functional Team..., PMO, Insurance, Program Management, IT Strategy, Management, CRM, Business Process, Visio, Analysis, Relationship Management
Education
Northwestern University
Bachelor of Arts (B.A.)
BT Global Services August 2014 - Present
BT October 2007 - August 2014
Apollo Group 2009 - 2009
Virteva March 2005 - October 2007
Ameriprise Financial 2006 - 2007
Medica 2004 - 2006
Agiliti February 2000 - October 2005
Crown College 2002 - 2004
Farm Credit Leasing 1991 - 2000
Skills
Data Center, Cisco Technologies, Enterprise Architecture, Cloud Computing, Network Security, Network Architecture, Virtualization, System Deployment, Routing, Security, Disaster Recovery, Telecommunications, Firewalls, IT Strategy, VoIP, WAN, Managed Services, High Availability, Professional Services, Cisco IOS, CCNP, IT Service Management, Switches, IT Management, Networking, Network Design, ITIL, Solution Architecture, TCP/IP, Integration, Unified Communications, LAN-WAN, IP, VPN, Pre-sales, IT Operations, Business Continuity, MPLS, Storage Area Networks, OSPF, Routers, BGP, IT Solutions, IT Infrastructure..., VMware, Juniper, Information Security, Network Engineering, Microsoft Technologies, QoS
Education
University of Minnesota-Twin Cities 1986 — 1991
BS, Computer Science
Northwestern College 1986 — 1987
Proto Labs March 2015 - Present
Proto Labs February 2012 - March 2015
North American Membership Group August 2009 - February 2012
Ameriprise Financial January 2007 - February 2009
Ameriprise Financial September 2004 - January 2007
Ameriprise Financial August 2003 - September 2004
Hanley Wood March 2003 - August 2003
2nd Story Construction May 2002 - March 2003
COPY MED, INC January 1997 - January 2002
Skills
Email Marketing, Newsletters, Outlook, Word, Excel, Proofreading, Interactive Marketing, Dreamweaver, PowerPoint, Facebook, Microsoft Office, Photoshop, Illustrator, google, Google Analytics, HTML, Marketing, Graphic Design, Online Advertising, Marketing Strategy, Web Analytics, Web Design, Analysis, Creative Direction, User Experience, Brand Management, Brand Development, Database Marketing, Omniture, Direct Mail, Digital Marketing, CRM, Marketing Communications
Education
North Hennepin Community College 2009 — 2009
Web Design Certificate
University of Minnesota-Twin Cities 1997 — 2002
BS, Graphic Design
Ally Financial Inc. June 2015 - Present
Ameriprise Financial April 2011 - December 2012
Skills
PowerPoint, Microsoft Excel, Facebook, Data Analysis, Microsoft Word, Project Management, SAS, Access, Public Speaking, Analytics, Research, Data Mining, R
Education
North Carolina State University 2014 — 2015
Master of Science (M.S.), Analytics
North Carolina State University 2009 — 2013
BS, Applied Mathematics
eVestment October 2012 - Present
Bureau van Dijk February 2011 - October 2012
Emptoris October 2009 - January 2011
Ameriprise Financial November 2007 - October 2009
RCF Technologies July 2005 - September 2007
CAMPUS FUNDRAISER January 2006 - July 2006
Skills
Sales, Market Research, Research, Program Management, Salesforce.com, Business Development, Account Management, Finance, Financial Analysis, Strategic Financial..., New Business Development, Financial Modeling, Sales Management, Solution Selling, Mergers
Education
Northeastern University 2003 — 2008
BSBA, Marketing, Finance
Paul. D. Schreiber 1999 — 2003
Rolling Hills Prep 1999 — 2000
Rambam Day School
Lignum Wealth Management October 2013 - Present
Ameriprise Financial October 2002 - October 2013
Skills
Investments, Wealth Management, Financial Services, Mutual Funds, Management, Finance, Estate Planning, Securities, Portfolio Management, Retirement Planning
Education
Northeastern University 1997 — 2001
BS, Finance, Entrepreneurship and Logistics
The Kraft Heinz Company August 2015 - Present
Chicago Bulls January 2015 - March 2015
Kraft Foods Group June 2014 - August 2014
KPMG Advisory March 2012 - August 2013
KPMG November 2009 - March 2012
Ameriprise Financial December 2007 - November 2009
Skills
Certified Public..., CPA, Financial Modeling, Accounting, Financial Analysis, SEC filings, Auditing, GAAP, External Audit, Sarbanes-Oxley Act, Valuation, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, IFRS, Internal Audit
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing, Finance, Management, Graduated with Distinction (Top 10% of Class)
University of California, Los Angeles 2004 — 2009
BS, Biology; Accounting
Snap Fitness of Osseo January 2015 - Present
City of Maple Grove January 2012 - Present
Snap Fitness of Maple Grove April 2011 - Present
Ameriprise Financial July 2010 - August 2011
Kinkota Land Design, LLC September 2009 - April 2010
Ameriprise Financial 2006 - September 2009
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2000 - 2005
Skills
Process Improvement, Vendor Management, Strategy, Cross-functional Team..., Software Documentation, Leadership, Management, Security, Project Management, Training, Project Planning, Integration, Networking, Enterprise Architecture
Education
North Hennepin Community College 2008 — 2012
AAS, Business Management
KRS Computer and Business School 1999 — 2000
Hennepin Technical College 1998 — 1999
Data Communications, Information Systems, Programming Logic
HCPro, Inc. May 2013 - Present
Fitzgerald Health Education Associates, Inc. March 2010 - May 2013
Lillian Montalto Signature Properties May 2009 - December 2009
Ameriprise Financial 2007 - 2008
Boston Herald 2006 - 2007
Haverhill Gazette 2005 - 2006
Education
Salem State University 2009 — 2010
Bachelor of Science, Major: Communications, Journalism. Minor: Marketing.
Northern Essex Community College 2005 — 2008
Associate in Arts, Journalism and Broadcasting
Haverhill High School
Wells Fargo Home Mortgage Default Servicing PMO December 2014 - Present
Whitebox Advisors LLC May 2014 - December 2014
Wells Fargo Home Mortgage Default Servicing PMO June 2013 - February 2014
Wells Fargo Treasury July 2012 - June 2013
US Bank March 2012 - June 2012
Target Corporation October 2010 - February 2012
Wells Fargo Home Mortgage March 2010 - September 2010
Thrivent Financial for Lutherans January 2007 - October 2008
Wells Fargo - RES Direct February 2006 - August 2006
Ameriprise Financial January 2004 - March 2006
Skills
Business Process..., Financial Services, Program Management, Cross-functional Team..., Business Process, Project Management, Software Documentation, Leadership, SDLC, Quality Assurance, Management, Project Planning, Analysis, Training, Strategic Planning, Software Development, Project Coordination, Testing, Six Sigma, Working with TEAMS, Requirements Gathering
Education
North Hennepin Community College 1986 — 1989
Associates, Law/Psychology
SP Images, Inc. January 2015 - Present
Major League Baseball Players Alumni Association June 2013 - December 2014
Major League Baseball Players Alumni Association October 2012 - June 2013
Ameriprise Financial March 2011 - October 2012
Steiner Sports 2007 - 2010
Skills
Sports Marketing, Sports, Event Management, Sponsorship, Sports Management, Marketing, Event Planning, Advertising, Management, Public Speaking, Sales, B2B, CRM, Marketing Strategy
Education
Northeastern University 2002 — 2007
Business Administration, Marketing
Pacific Life Insurance Company April 2012 - Present
State Farm Insurance Agency March 2011 - June 2012
Ameriprise Financial June 2007 - September 2011
Ameriprise Financial Services, Inc. January 2006 - July 2007
Ameriprise Financial September 2002 - June 2007
Ameriprise Financial January 1999 - January 2002
Meagher and Geer Law Firm January 1989 - January 1999
Skills
Life Insurance, Series 7, Sales, Business Planning, Retirement Planning, Consultative Sales..., Advanced Sales, Financial Services, Long-term Care, Estate Planning, Project Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Economics and Mathematics
North Hennepin Community College 2011 — 2013
Business Computer Systems and Management
Normandale College
General Studies
Ameriprise Financial October 2011 - Present
Minto Public School District October 2011 - Present
Western State Bank May 2007 - October 2011
The UPS Store October 2006 - August 2007
Skills
Customer Service, Leadership, Banking, Financial Analysis, Investments, Sports Coaching
Education
North Dakota State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial Services, Inc. February 1993 - September 2012
Ameriprise Financial January 1993 - September 2012
Education
Northern Illinois University 1980 — 1982
BS, MBA, Accounting, Finance
Discovery Benefits May 2015 - Present
Mojo Fit Studios May 2015 - Present
Discovery Benefits October 2012 - Present
Zumba Fitness LLC September 2008 - August 2013
Case New Holland - Fargo January 2010 - September 2012
Henry Wurst, Inc. June 2009 - July 2009
Ameriprise Financial January 2009 - May 2009
Weight Watchers August 2007 - December 2008
American Century Investments November 2004 - November 2008
Curves for Women November 2004 - May 2005
Skills
Customer Service, Training, Outlook, Microsoft Office, Coaching, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, PeopleSoft, Data Entry, Process Improvement, Access, Leadership, Management, Time Management
Education
Northern State University 1996 — 2000
Bachelor of Science, Environmental Science, General Business
American Beacon Advisors April 2015 - Present
Fidelity Investments August 2014 - March 2015
Nuveen Investments June 2012 - July 2014
Nuveen Investments May 2011 - June 2012
Association Development Solutions September 2010 - May 2011
Ameriprise Financial April 2010 - July 2010
North Central College September 2009 - June 2010
Skills
Series 7, Series 63, Series 65
Education
Northwestern University 2012 — 2014
Master of Science (M.S.), Organizational Change
North Central College 2009 — 2011
Master of Business Administration (M.B.A.), Management
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, Interdisciplinary Studies
Naperville North High School 2001 — 2005
Target December 2010 - Present
Ameriprise Financial September 2010 - November 2010
Allianz Life Insurance Company December 2004 - March 2010
Allianz Life Insurance Company December 2000 - December 2004
Prudential Preferred Financial Services January 1998 - December 2000
Prudential Preferred Financial Services January 1996 - December 1998
Prudential Preferred Financial Services January 1983 - January 1996
Skills
Onboarding, Cross-functional Team..., Human Resources, Recruiting, Change Management, Process Improvement, Team Leadership, Marketing, Event Planning, Business Analysis, Customer Service, Vendor Management, Microsoft Office, Microsoft Excel, Insurance, Policy, Fundraising, New Business Development, Strategic Planning, Training, Business Process..., Team Building, Coaching, Leadership, Project Management, Project Planning, Budgets, Program Management, Management
Education
North Hennepin Community College
Associates of Arts Degree (1 semester remaining), Business Administration
Ameriprise Financial May 2008 - Present
Fairmont Scottsdale May 2005 - May 2008
Education
Northern Arizona University 2002 — 2005
B.S., Public Relations, Advertising
Ameriprise Financial February 2004 - Present
Education
Northwood University 1999 — 2003
BA, Marketing/Advertising
Upsher-Smith Laboratories, Inc. August 2014 - Present
Ameriprise Financial Inc January 2006 - Present
Ameriprise Financial 2004 - 2006
Ameriprise Financial 2002 - 2004
Ameriprise Financial 2000 - 2002
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1998 - 1999
Fingerhut; Consumer Catalog January 1997 - January 1998
Medtox Laboratories, Inc 1995 - 1997
Skills
Competitive Analysis, Budgets, Strategy, Market Planning, Business Development, Marketing Strategy, Finance, Marketing, Strategic Planning, Segmentation, Business Planning, Direct Mail, Business Strategy, Leadership, Integrated Marketing, Lead Generation, Cross-functional Team..., CRM, Values-based Leadership, Trusted Business Partner, Teamwork, Team Leadership, Financial Services, Collaborative Problem..., Business Excellence
Education
Northwest Missouri State University 1989 — 1994
BS, Marketing and Management
Northwest Missouri State University 1989 — 1993
BACHELORS OF SCIENCE, MARKETING & MANAGEMENT
Deutsche Asset Management March 2015 - Present
Deutsche Asset and Wealth Management July 2010 - March 2015
Citizens First National Bank November 2008 - December 2009
Ameriprise Financial August 2006 - November 2008
College Pro Painters October 2002 - September 2004
Skills
Investments, Sales, Series 7, Mutual Funds, Alternative Investments, ETFs, Finance, Management, Portfolio Management, Series 63, Asset Allocation, Investment Strategies, Equities, Capital Markets, Financial Markets, Structured Products, 401k, Wealth Management
Education
Northern Illinois University 2001 — 2006
B.S., Finance
Neuqua Valley High School 1997 — 2001
Diploma, General Education
Optum Behavioral Health January 2015 - Present
Express Scripts May 2014 - December 2014
Ecolab October 2013 - 2014
Express Scripts July 2012 - October 2013
Genesis10 August 2011 - July 2012
LMB Consulting, LLC September 2009 - August 2011
LMB Consulting, LLC June 2009 - September 2009
US Bank November 2008 - 2009
Ameriprise Financial April 2007 - November 2008
LMB Consulting, LLC September 2003 - April 2007
Skills
SDLC, Program Management, MS Project, Change Management, PMO, Business Analysis, Project Management, Business Intelligence, Integration, Management, Management Consulting, Project Planning, Leadership, Governance, Software Development
Education
North Dakota State University
BS, Sociology
Project Management Institute
PMP, Project Management Professional
The George Washington University
Masters Certificate in Project Manageement
Buffalo Wild Wings July 2015 - Present
Sunny Hill Investment Company LLC April 2013 - Present
Ameriprise Financial January 2011 - April 2013
Ameriprise Financial June 2005 - January 2011
RBC Dain Rauscher June 1998 - May 2005
Jostens 1994 - 1998
General Mills June 1989 - June 1993
Skills
Executive Pay, Executive Compensation..., Employee Benefits, 401k, Deferred Compensation, Defined Benefit, Pensions, Employee Engagement, Incentive Programs, Management, Talent Acquisition, Leadership, Personnel Management, Strategic Planning, Craft Beer, Talent Management, Performance Management, Onboarding, Start-ups, Strategy
Education
Kellogg Graduate School of Management 1982 — 1984
MBA, Accounting and Finance
St. Olaf College 1976 — 1980
Bachelor of Arts (BA), Economics
Surety Lending Solutions, LLC January 2009 - Present
Ameriprise Financial January 2005 - February 2009
Skills
Mortgage Services, Insurance, Loan Structuring, Real Estate, Mortgage Marketing, Finance, Loans, Investment Properties, Financial Analysis, Financial Structuring
Education
Northeastern University 2001 — 2005
BS, Communications
Mary Kay Inc. March 2005 - Present
Creative Memories April 2011 - December 2011
Melaleuca May 2008 - July 2008
Ameriprise Financial July 2006 - April 2008
Skills
Public Speaking, Skin Care, Team Building, Coaching, Small Business, Direct Sales, Customer Satisfaction, Makeovers, Gift Baskets, Gifts, Cosmetics, Home Based Business, Fragrance
Education
North Hennepin Community College 2001 — 2004
Associate in Arts, general education (and some elementary education)
Integrated Financial Partners May 2013 - Present
Ameriprise Financial November 2003 - May 2013
Actel Corporation August 2002 - March 2003
Actel Corporation January 2001 - July 2002
Actel Corporation January 2000 - December 2000
Actel Corporation June 1996 - December 1999
Marshall Industries January 1993 - June 1996
Wyle Electronics 1990 - 1993
Education
Northeastern University
BSEE, Electrical Engineering
University of Arizona
BSBA, Management Information Systems
Ameriprise Financial November 2011 - Present
Ameriprise Financial Services, Inc. January 2009 - November 2011
Ameriprise Financial Services, Inc. December 2006 - December 2008
Ameriprise Financial Services, Inc. September 2002 - December 2006
Accenture June 1998 - September 2002
Skills
Solution Architecture, Enterprise Architecture, Business Strategy, Strategic Roadmaps, SDLC, Application Architecture, Risk Management, Enterprise Software, Integration, Architecture, Project Delivery, Requirements Analysis, IT Strategy, IT Management, Financial Services, Program Management, Requirements Gathering, Software Development, Strategic Planning, Architectures, Leadership, Business Requirements
Education
North Dakota State University 1993 — 1998
Bachelor of Science (BS), Electrical and Electronics Engineering
Ameriprise Financial January 2003 - Present
Education
University of Maine 2000 — 2003
B.S., Marketing
University of Maine 2000 — 2003
B.S., Marketing
Northeastern University 1998 — 2000
Ameriprise Financial November 1989 - Present
Ameriprise Financial Services, Inc. May 1997 - October 2003
Education
Northeastern University 1984 — 1989
BA, Finance and Insurance
The American School of Kinshasa August 2013 - Present
Thomson Reuters October 2012 - March 2013
Girl Scouts of the River Valley June 2012 - August 2012
Playtend June 2012 - August 2012
Peace Corps July 2009 - September 2011
Ameriprise Financial June 2008 - April 2009
Resource Center January 2008 - February 2009
Miami Ad School January 2007 - July 2008
Saint Paul Public Schools August 2006 - July 2008
3M December 2007 - January 2008
Skills
Photoshop Master, App Designer, Web Designer, Management of people,..., Illustrator Master, Typographer, Multitasking under..., Dreamweaver, Print Designer, Excellence under time..., Corporate Branding, Attention to detail, InDesign, WordPress, Program Developer, High conceptual design, Illustrator, Photoshop, Illustration, Wordpress, Designers, E-commerce, Teaching, Flash, Graphics, Layout, Advertising, Art, Social Media, Drawing, Web Design, Graphic Design, Adobe Creative Suite, Typography, Flyers, Creative Direction
Education
University of Minnesota-Twin Cities 2005 — 2006
Masters in Arts Education, Education
College of Visual Arts 2000 — 2003
Bachelors in Fine Arts, Communication Design
North Hennepin Community College 1998 — 1999
Associates in Science, Communication Design
Ameriprise Financial May 2006 - Present
Northwest center 2004 - 2006
Education
Northwest Nazarene University 1995 — 1999
BA, Business and Exercise Science
Bothell High School 1994 — 1995
Juanita High School 1992 — 1993
River Glen Private Capital December 2008 - Present
River Glen Wealth Counselors July 2008 - Present
Ameriprise Financial September 1994 - June 2008
United States Marine Corps July 1990 - June 1994
Skills
Investments, Strategic Financial..., Estate Planning, Retirement, Private Equity, Small Business, Finance, Portfolio Management, Wealth, Investment Advisory, Securities, Mutual Funds, Mergers & Acquisitions, Asset Allocation, Wealth Management..., Personal Finance, Retirement Planning, Tax, Saving for Education
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
MBA, Finance
Northwestern University 1986 — 1990
BS, Social Policy
Bundoo January 2015 - Present
JPMorgan Chase November 2009 - 2014
Ameriprise Financial December 2007 - March 2009
Ameriprise Financial January 2007 - December 2007
Ameriprise Financial September 2003 - December 2007
Stride Rite January 2001 - June 2001
Skills
Digital Strategy, Marketing, Business Development, Brand Management, Advertising, Leadership Development, SaaS, Management, Strategy, Campaign Strategies, Marketing Automation, Google Adwords, Program Management, Negotiation, Digital Marketing, Agency Relations, Content Marketing, Content Management, PPC, Marketing Communications, Email Marketing, Strategic Alliances, Public Relations, Event Planning, SPSS, Microsoft Office, Finance, Project Management, Organic Search, Training, CRM, Email Newsletter Design, Social Media Marketing, Microsoft Project, WordPress, Online Advertising, Google Analytics, CMS, Fundraising
Education
University of Florida - Warrington College Of Business 2011 — 2013
Master of Business Administration (MBA)
Northeastern University 1998 — 2003
B.S. Business Administration, Marketing
EY November 2014 - Present
Ally Financial Inc. June 2011 - October 2014
Absolute Transportation LLC January 2011 - May 2011
Biogen Idec January 2011 - May 2011
Ameriprise Financial May 2010 - May 2011
City of Raleigh May 2010 - August 2010
Insight Sourcing Group July 2009 - July 2009
Skills
Logistics, Sourcing, Management, Supply Chain, Negotiation, Analytics, Spend Analysis, Customer Service, Account Management, Procurement, Leadership, Consulting
Education
North Carolina State University 2007 — 2011
B.S., Supply Chain/Operations
The Gilbert & Sullivan Society of Louisville, LLC August 2011 - Present
Ameriprise Financial March 2007 - Present
Kentucky Opera 2004 - 2010
NetWorld Alliance 2005 - 2007
St Matthews United Methodist Church 1999 - 2003
Skills
Social Media, Public Speaking, Event Planning, Copywriting, Fundraising, Advertising, Social Media Marketing, Public Relations, Editing, Marketing Communications, Event Management, Marketing Strategy, Non-profits, Blogging, Press Releases, Media Relations, Online Marketing, Music, Marketing, Newsletters, Strategic Planning, Copy Editing, Nonprofits, Facebook, Email Marketing, Digital Marketing, Direct Marketing, Research, Integrated Marketing
Education
SBTS 1987 — 1989
Master's degree, Church Music
Northwestern University 1982 — 1986
BM, Oboe Performance
Raymond James Financial Services November 2012 - Present
Raymond James Financial Inc. June 2012 - November 2012
Raymond James Financial February 2008 - June 2012
Ameriprise Financial Advisors 2001 - 2007
Ameriprise Financial 2001 - 2007
United Airlines 1999 - 2001
Skills
Financial Planning, Asset Allocation, Asset Management, Cold Calling, Recruiting, Client Acquisition, Client Service, Client Relationship..., Sales Management, Seminar Presentations, Seminar Speaker, New Business Development, Investment Strategies, Insurance Planning, Estate Planning, Series 7, series 66, Asset Managment, Strategic Financial..., Financial Services, Uniform Combined State..., Business Development, CRM, Client Services, Finance, Financial Advisory, Insurance, Financial Planners, Public Speaking, Sales, Securities, Wealth Management, Retirement Planning, Mutual Funds, Customer Acquisition
Education
Nova Southeastern University 2007 — 2010
Business Management
St. Petersburg College 1998 — 1999
Plymouth State University 1996 — 1997
Mental Health Solutions, P.C. April 2007 - Present
Neurobehavioral Health Connections, Ltd April 2007 - April 2008
Mary Kay, Inc. January 2007 - June 2007
Ameriprise Financial December 2005 - June 2006
GlobeMed January 2005 - June 2006
Global Medical Relief Program February 2003 - December 2004
Skills
Therapists, Adolescents, Mental Health Counseling, Mental Health, Social Networking, Public Relations, Nonprofits, Public Speaking, Behavioral Health, Social Services
Education
Northwestern University 2002 — 2006
Lake Forest High School
Ashley Furniture Industries March 2014 - Present
Vision Software 1994 - Present
Meritain Health October 2012 - February 2014
Famous Dave's March 2012 - October 2012
Ameriprise Financial March 2011 - March 2012
DBI Consulting March 2010 - December 2010
Hollstadt & Associates 2009 - 2010
Swift-Cor Aerospace October 2007 - August 2009
Vision Software, Inc. 1994 - 2009
Superbuild LLC 2007 - 2007
Skills
Architecture, Integration, Informatica, C#, BizTalk, Oracle E-Business Suite, Oracle Application..., Oracle, SQL Server 2000-2008, XML, SharePoint, Microsoft Technologies, Visual Studio, Web Services, SOA, SAP, Microsoft Dynamics, Agile Project Management, Scrum, Business Intelligence, Enterprise Architecture, Agile Methodologies, Microsoft SQL Server, Cloud Computing, SDLC
Education
North Central University
Communications
North Hennepin Community College
Computer Science
Osseo Senior High School
High School Diploma
Saint Paul Technical College
Computer Science
Ameriprise Financial Financial AdvisorAmeriprise Financial Advisors2008 - Present
Ameriprise Financial Services, Inc. 2008 - Present
Vyn-All February 2005 - February 2008
Pelham High Scool September 2001 - June 2004
Lifeline Systems January 1990 - January 1993
Education
Northeastern University 1985 — 1991
MSEM, Engineering Management
Western New England University 1976 — 1979
BSIE, Engineering
Lowell Technological Institute 1974 — 1975
Engineering
Acre Brook Academy 1970 — 1974
High School
Seeking C-Level Executive Administrative Assistant in Fortune 500 Company September 2015 - Present
Polaris Industries August 2013 - June 2015
Ameriprise Financial September 2006 - August 2013
Cargill April 2004 - June 2006
Best Buy December 2001 - March 2004
Carlson Companies November 1999 - December 2001
Skills
Human Resources, Marketing, Spanish, Recruiting, Onboarding, Training, Cross-functional Team..., Team Building, Employee Benefits, Outlook, Talent Management, Program Management, Administrative..., Organizational..., Performance Management, Staff Development, Succession Planning, Talent Acquisition, Customer Service, Interviews, PeopleSoft, Project Management, Microsoft Office, Executive..., Slideshare, Supervisory Skills, Change Management, Lotus, International Travel, Travel Arrangements, Event Planning, Career Assessment, Employee Surveys, Records Retention..., SharePoint, Logistics Management, Board of Directors
Education
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts (B.A.), Psychology
North Dakota State University 1994 — 1996
Bachelor of Arts (B.A.), Psychology
Interstate Business College 1988 — 1989
Associate's Degree, Business Administration and Management, General
Fargo South High 1984 — 1988
Business Administration and Management, General
Deutsche Bank May 2015 - Present
Ameriprise Financial April 2013 - May 2015
Forex Currency Investments March 2012 - April 2013
Skills
Management, Customer Service, Microsoft Word, Microsoft Office, Outlook, Social Media, Teamwork, Social Networking, Sales, Account Management, Project Planning, Process Scheduler, Negotiation, Team Building, Strategic Planning, Microsoft Excel, Administrative..., Recruiting, Minebody CRM, PowerPoint, Appointment Scheduling, Receptions, Project Management, Analysis, Budgets, Strategy, Research, Vendor Management, Microsoft Project
Education
NYU School of Professional Studies 2015 — 2015
The Technical Institute of America 2015 — 2015
Project Management
Odessa Maritime University 2002 — 2007
Bachelor/Specialist Degree, Computer Engineering
Ameriprise Financial November 1992 - Present
Education
Northwood University 1974 — 1975
Marketing
University of Wisconsin-Madison
Ameriprise Financial August 2000 - Present
42nd Street Oyster Bar January 1996 - September 2000
Education
North Carolina State University 1993 — 2000
Bachelor's Degree, Business Management
Matson Money January 2014 - Present
Matson Money January 2011 - Present
Ameriprise Financial January 2008 - January 2011
Fidelity Investments January 2003 - November 2007
Fidelity Investments January 1997 - January 2003
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement, Securities, Management, 401k, Finance, Strategy, Leadership, Investment Advisory, Financial Planning, Financial Advisory
Education
Northern Kentucky University
Bachelor of Arts, Political Science and Criminology
Amazon April 2015 - Present
Target July 2014 - April 2015
Target March 2013 - June 2014
Target January 2012 - March 2013
Ameriprise Financial January 2011 - December 2011
Skills
Forecasting, Inventory Management, Supply Chain, Analysis, Business Analysis, Financial Modeling, Cross-functional Team..., Leadership, Strategic Thinking, Competitive Analysis, Merchandising, Sales, Data Analysis, Process Improvement, Microsoft Excel, Retail
Education
North Dakota State University 2005 — 2009
B.S., Biology, Chemistry
Alldredge Fee-Only Wealth Management November 2013 - Present
Candlelight Sports Club September 2011 - Present
The Vanguard Group November 2009 - November 2013
Wells Fargo Bank November 2008 - November 2009
Ameriprise Financial October 2007 - February 2008
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Asset Management, Mutual Funds, Financial Services, Business Development, Credit, Mortgage Lending, Banking, Public Speaking, New Business Development, Leadership, Retirement, Wealth Management, Portfolio Management, Financial Planning
Education
Northern Arizona University 2004 — 2008
BSBA-Finance, Finance
Ameriprise Financial 1993 - Present
Education
Northern Michigan University 1989 — 1993
Bachelor of Science (BS), Public Relations
BMO Harris Bank March 2014 - May 2015
EuroPharma, Inc March 2013 - March 2014
Ameriprise Auto and Home Insurance January 2010 - February 2013
Delaware North Companies 2013 - 2013
Ameriprise Financial January 2010 - September 2011
Chase Bank 2009 - 2010
Citizens Bank - Michigan, Ohio and Wisconsin January 2008 - January 2009
Skills
Sales, Customer Service, Insurance, Customer Retention, Cold Calling, Time Management, Property & Casualty..., Banking, Sales Management, Call Centers, Microsoft Office, Underwriting, Training, Account Management, New Business Development, Recruiting, Cross Selling, Credit, General Insurance, Portfolio Management, Leadership, Fitness Consulting, Nutrition, Customer Satisfaction, Customer Returns, Team Leadership
Education
ExpertRating 2014 — 2015
Personal Training Certification
Northeast Wisconsin Technical College 2009 — 2015
Associate's Degree, Marketing, Healthcare Business & Wellness Coaching
University of Wisconsin-Green Bay 2009 — 2010
Adult Degree Courses in Business, Marketing/Marketing Management, General
Institute for Integrative Nutrition 2015 — 2016
Certification, Health Coach
Ameriprise Financial 2008 - Present
Ameriprise Financial 2005 - 2008
American Express Financial Advisors 2003 - 2005
LifeServ Corporation 2000 - 2002
CNA Insurance 1997 - 2000
MacAdam & Company 1995 - 1997
Kemper Financial Services 1987 - 1989
Skills
Marketing, Financial Services, Marketing Strategy, B2B Marketing, CRM, Digital Marketing, Salesforce.com, Thought Leadership, Management, Business Development, B2B Marketing Strategy, Digital Strategy, Strategic Financial..., Retirement Planning, Wealth Management, Strategic Planning, Strategy, Relationship Management, Marketing Communications, Leadership, Insurance, Finance, Competitive Analysis, Product Marketing, Investment Advisory, Securities, Direct Marketing, E-commerce, Series 24, Business Planning, Eloqua, Retirement, Series 7, Small Business, Mutual Funds, Integrated Marketing, Sales
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing and E-Commerce
University of Chicago 1982 — 1986
BA, Economics
Ameriprise Financial Services, Inc. July 2011 - Present
The Heartland Group January 2010 - July 2011
Ameriprise Financial 2005 - 2009
assent trading May 2004 - March 2005
American Express Financial Advisors 2005 - 2005
Maverick Trading April 2001 - March 2004
Alaron Trading November 2000 - March 2001
McNamarra Trading September 1996 - October 2000
Education
Northern Illinois University 1991 — 1996
Bachelor's Degree
Ameriprise Financial Financial AdvisorAmeriprise FinanacialMay 1988 - Present
Education
North Dakota State University 1978 — 1983
Bachelor of Science, Business Administration
Consumer Education Services, Inc March 2015 - Present
Start Fresh Today March 2012 - Present
Under the Florida Sun Catering July 2009 - 2014
The US Solar Institute October 2010 - March 2012
Plug-n-Charge October 2009 - October 2010
Ameriprise Financial February 2008 - July 2009
Telephonetics November 2004 - October 2007
Skills
SEO, Google Analytics, Google Adwords, Email Marketing, PPC, Online Marketing, SEO copywriting, Blogging, Press Releases, Social Media Marketing, Operations Management, Advertising, Marketing, Constant Contact, Corporate Blogging, Microsoft Office, Web Marketing, Newsletters, MailChimp, Microsoft Excel, Entrepreneurship, Social Media, SugarCRM, Lotus Notes, Retargeting, Social Media Measurement, Marketing Automation, Inbound marketing, Blog Management, Blog Development, Social Media Monitoring, Wordpress, Hubspot, Excel, Blogging Software, QuickBooks, Content Marketing, PR Newswire, Google Webmaster Tools, Salesforce, Wordstream, AdRoll, Facebook Marketing, Survey Monkey, Notary Public, SurveyMonkey, WordPress, Salesforce.com
Education
Nova Southeastern University 2008 — 2012
Master, Business Administration
St. Thomas University 2003 — 2007
Bachelor of Arts, English & Communications, Magna Cum Laude
Oakland Community College March 2012 - Present
Regina High School May 2006 - February 2015
Special D Events May 2010 - September 2011
Campbell-Ewald Advertising May 2010 - August 2010
Society of Automotive Engineers 2009 - 2010
Greater Media Detroit May 2009 - August 2009
Ameriprise Financial May 2005 - October 2007
Skills
Microsoft Office, Team Building, Training, Management, Leadership, Event Planning, Online Advertising, Event Management, Project Planning, PowerPoint, Marketing, Team Leadership, Time Management, Teamwork, Social Media, Research, Public Relations, Advertising, Social Media Marketing, Facebook, Marketing Communications
Education
Oakland University 2005 — 2010
BS, Marketing
Marian High School 2001 — 2005
High School Diploma, Concentration in Business
Ameriprise Financial Services, Inc. 2002 - Present
Ameriprise Financial January 2000 - Present
Education
Northwestern University 2006 — 2007
CFP Certification
Wake Forest University, Winston-Salem, NC 1989 — 1993
BA
Ameriprise Financial 2010 - Present
Aviva Investors North America 2006 - 2009
AmerUs Capital Management 2001 - 2006
AmerUs Capital Management 1998 - 2001
AmerUs Capital Management 1996 - 1998
Central Life Assurance Company 1992 - 1996
Target 1987 - 1992
Deloitte & Touche 1980 - 1985
Skills
Financial Reporting, Strategic Financial..., Finance, Accounting, Investments, Forecasting, Insurance, Asset Management, Auditing, Cash Management, Strategy, Analysis, Banking, Management, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MBA
Northwest Missouri State University 1977 — 1980
BS
Ameriprise Financial February 2007 - September 2008
JPMorgan Chase Bank July 1989 - January 2006
Skills
Strategy, Employee Training, Talent Acquisition, Needs Analysis, Recruiting, Adult Education, Onboarding, Interviews, E-Learning, Team Building, Public Speaking, Financial Services, Personnel Management, Banking, Management, Analysis
Education
The University of Chicago 1996 — 1998
MA
Northwestern University 1970 — 1975
BA
Ameriprise Financial Marketing and Communications ManagerAmeriprise Financial1994 - Present
Ameriprise Financial Services 2006 - 2009
Ameriprise Bank, FSB 2006 - 2007
Skills
Marketing, Marketing Communications, Internal Communications, Financial Services, Leadership, Training, Captivate
Education
Northern Michigan University 1987 — 1992
Castro Valley Insurance Agency July 2014 - Present
Allstate Financial July 2009 - June 2014
Ameriprise Financial October 2005 - April 2009
TJB Financial Inc November 2004 - June 2005
American Express Financial Advisors 2002 - 2004
Skills
Insurance, Finance, Estate Planning, Retirement Planning, Fixed Annuities, Investments, Financial Services, Financial Advisory, Wealth Management, Mutual Funds, Retirement, Leadership
Education
Northeastern University 1984 — 1989
Economics
Willman Consulting, LLC January 2014 - Present
Ameriprise Financial Services, Inc. July 1990 - December 2013
Ameriprise Financial 1990 - 2010
Skills
PMO, SDLC, Vendor Management, Business Analysis, Program Management, Financial Services, Project Management, Software Project..., IT Strategy, Requirements Gathering, Project Portfolio...
Education
North Hennepin Community College
Sentry Insurance June 2014 - Present
The Corey Hunt Band May 2012 - Present
Danny Newton State Farm Agency April 2013 - June 2014
Randolph Bank & Trust October 2012 - March 2013
The Danny Newton State Farm Agency May 2011 - September 2012
Teleflex Medical June 2010 - December 2010
Ameriprise Financial September 2009 - May 2010
North Carolina State University Student Media April 2009 - March 2010
Impact Athletics 2009 - 2010
Skills
Financial Analysis, Teamwork, Microsoft Word, Microsoft Excel, Access, Management, Accounting, Microsoft Office, Sales, PowerPoint, Marketing, Insurance, Banking
Education
North Carolina State University - College of Management 2007 — 2011
Business Administration, Finance
Lignum Wealth Management October 2013 - Present
Lignum Wealth Management October 2013 - Present
Ameriprise Financial July 2003 - October 2013
Ameriprise Financial June 2003 - October 2013
Skills
Banking, Investment Advisory, Small Business, Financial Analysis, Valuation, Refinance, Retirement, FHA, Strategic Planning, Customer Service, Investments, Financial Services, Wealth Management, Securities, Finance
Education
Northeastern University 1997 — 2002
Bachelor of Science in Business Administration, Finance
Medtronic November 2014 - Present
Medtronic June 2013 - October 2014
Medtronic June 2012 - June 2013
Medtronic Vascular June 2010 - June 2012
Medtronic Vascular February 2009 - June 2010
Medtronic May 2007 - February 2009
Ameriprise Financial May 2006 - August 2006
Carlson Brand Enterprise February 2006 - April 2006
Guidant Corporation March 2002 - March 2005
Medtronic 1998 - 1998
Skills
Product Management, Product Marketing, Medical Devices, Emerging Technologies, Sales Management, Sales Operations, Long-term Customer..., CRM Integration, Marketing Strategy, Market Development, Compensation Structures, Cross-functional Team..., Leadership, Business Strategy, Go-to-market Strategy, Commercial Operation, Global Marketing, Program Management, FDA, Management, Product Launch, Marketing, Strategic Planning, Marketing Management, Business Planning, Strategy, Sales, Sales Effectiveness
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA
University of Michigan - College of Engineering 1999 — 2001
MS
University of Michigan 1995 — 2001
BS
Eisenhower High School 1991 — 1995
High School valedictorian
Northwestern University - Kellogg School of Management
Certificate, Sales Force Effectiveness
AgriBank 2013 - Present
Ameriprise Financial 2008 - 2013
Hanley Wood Marketing 2005 - 2008
Honeywell Automation and Control Solutions 2004 - 2005
The Business Journal 2003 - 2004
U.S. Bancorp 1996 - 2002
Skills
Media Relations, Strategic Communications, Press Releases, Newsletters, Corporate Communications, Marketing Communications, Editing, Journalism, Publications, Magazines, Leadership, Internal Communications, Crisis Communications, Speech Writing, Copywriting, Web Content, Content Development, Communications Planning, Content Strategy, Copy Editing, AP Style, Integrated Marketing, Reputation Management, Writing, Public Relations
Education
Northwestern University
Master's, Journalism
University of Pennsylvania
Bachelor's, Urban Studies
Voya Financial August 2013 - Present
Voya Financial November 2011 - August 2013
Merrill Edge September 2009 - November 2011
Bank of America Merrill Lynch 2008 - 2009
Bank of America Merrill Lynch 2007 - 2008
Ameriprise Financial 2003 - 2007
Skills
Series 7
Education
University of North Florida - College of Business Administration 2000 — 2002
BS, Banking & Finance, Investments Track
Northeastern University 1997 — 1999
Bachelor of Science (BS), Finance and Investments
North Memorial HealthCare August 2009 - Present
North Memorial Health Care December 2005 - August 2009
North Memorial Health Care July 2005 - December 2005
Ameriprise Financial February 2001 - July 2005
Prudential Insurance February 1997 - October 2000
Park Nicollet Health Services May 1984 - February 1997
Skills
Healthcare Information..., EHR, Healthcare, Epic Systems, Program Management, EMR, Organizational..., Project Management, Managing Associates, Professional Mentoring, Hospitals, Management, Inpatient, Analysis, Ambulatory, Software Documentation, Informatics, HL7, Leadership, Crystal Reports
Education
College of St. Catherine
Bachelor of Arts (B.A.), Occupational Therapy
North Hennepin Community College
Associate of Science (A.S.), Recreational Therapy/Leadership
Sleep Number by Select Comfort December 2014 - Present
Thrivent Financial September 2014 - November 2014
Freelance March 2014 - September 2014
U.S. Bank September 2013 - March 2014
U.S. Bank August 2012 - September 2013
Smiths Medical March 2010 - August 2012
Medtronic December 2009 - June 2010
Be The Match operated by National Marrow Donor Program July 2008 - April 2009
University of Minnesota Physicians January 2008 - April 2008
Ameriprise Financial July 2007 - December 2007
Skills
Writing/Editing, SEO copywriting, HTML + CSS, InDesign, PowerPoint, Dreamweaver, Adobe Acrobat, Photoshop, Content Management..., Content Management, E-commerce, Editing, Web Content, SEO, Social Media, HTML, Technical Writing, Copywriting, CMS, Newsletters, Online Advertising, Advertising, Marketing, Social Media Marketing, Marketing Communications, Web Development, Web Content Management, Email Marketing, Mac, Creative Direction, Web Design, Publishing, SharePoint, Direct Mail, Writing, Digital Marketing, Brochures, Adobe Creative Suite, Video Production, Press Releases, Brand Development, Website Development
Education
Northern Michigan University 1981 — 1985
BS, Mass Communications, Journalism
Wyoming Park High School 1977 — 1981
Diploma, College prep
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial November 2004 - August 2012
Ameriprise Financial November 2004 - April 2007
American Express April 2001 - November 2004
CDI March 2000 - March 2001
Liberty Enterprises 1997 - 2000
Best Buy July 1995 - November 1997
Skills
Vendor Management, ITIL, Process Improvement, IT Service Management, Incident Management, Business Analysis, Service Delivery, Service Management, Call Center, Visio, Disaster Recovery, Lotus Notes, Sla, Outsourcing, IT Operations, IT Management, IT Strategy, Integration, Data Center, Software Documentation, Service Desk, Call Centers, SharePoint, Troubleshooting, Team Leadership, Risk Management
Education
St. Cloud State University 1992 — 1997
Bachelor of Science, Business Computer Information Systems
North Dakota State University 1991 — 1992
Computer Science
Ameriprise Financial March 2009 - Present
Bank of America 2004 - 2009
UBS January 2001 - January 2004
Education
Northeastern University 1989 — 1992
Bachelor of Arts (B.A.), Economics
Ameriprise Financial January 2008 - February 2009
Francis L. Dean and Associates June 2006 - March 2008
Richmond American Homes June 2004 - June 2006
Town and Country Homes July 2002 - June 2004
Education
Northern Illinois University
BS, Health and Human Science
Truven Health Analytics January 2015 - Present
Truven Health Analytics June 2012 - December 2014
Thomson Reuters January 2010 - June 2012
Ameriprise Financial October 2008 - January 2010
H & R Block Financial Advisors April 2007 - October 2008
Pcubed 2006 - 2007
Fry 2004 - 2006
EDS, an HP company 1992 - 2004
Skills
SDLC, PMP, Cross-functional Team..., Software Project..., Account Management, PMO, SaaS, E-commerce, Integration, Program Management, Agile Methodologies, Project Management, Management, Business Process, Business Analysis, Process Improvement, Vendor Management, Leadership
Education
Georgetown Visitation
Oakland University
Bachelor of Science, Business
University of Washington
Ameriprise Financial October 2010 - Present
Bank of America November 2007 - November 2010
State Street Corp 1997 - 2007
Stop & Shop January 1996 - June 1996
Skills
Securities, Asset Managment, Business Analysis, Investments, Fixed Income, Bloomberg, Financial Services, Derivatives, Equities, Mutual Funds, Financial Modeling, Financial Analysis, Asset Management, Series 7, Risk Management, Portfolio Management, Alternative Investments, Hedge Funds, Capital Markets, Investment Banking, Asset Allocation, Wealth Management, Investment Management, Trading, Series 63
Education
Northeastern University 1993 — 1998
BC High 1989 — 1993
High School
Ameriprise Financial September 2007 - Present
H&R Block Financial Advisors March 2003 - September 2007
Sogeti March 2002 - March 2003
Genesis 10 November 2000 - November 2001
AT&T May 1999 - November 2000
AT&T August 1996 - May 1999
AT&T December 1994 - August 1996
Skills
Management, Program Management, Training, Leadership, Team Leadership, Analysis, Vendor Management, Accounting, Business Analysis, Business Process, Team Management, Payroll, Leadership Development, Project Management, Process Improvement, Business Process..., Sales
Education
Webster University 1999 — 2001
MBA
Northwest Missouri State University 1988 — 1993
B.S., Accounting
Amerprise Financial October 2011 - Present
Ameriprise Financial May 2007 - October 2011
United Health Care July 2006 - May 2007
Northwest Airlines January 1996 - August 2006
Education
North Dakota State University 1987 — 1991
Psychology
Ameriprise Financial May 2010 - Present
Allianz Life March 2009 - April 2010
ING November 2007 - January 2009
Ameriprise Financial March 1997 - November 2007
Office of Senator Kent Conrad June 1992 - August 1993
U.S. Army August 1985 - August 1989
Education
St. Catherine University 2002 — 2005
Masters, Master of Library and Information Science
North Dakota State University 1989 — 1994
Defense Language Institute 1985 — 1986
Korean
Ameriprise Financial Retirement SpecialistThe HartfordMarch 2007 - December 2007
Education
Northeastern University
Ameriprise Financial July 2008 - Present
Wells Fargo 2005 - 2008
Allina Health 2002 - 2005
Skills
Needs Analysis, Training, Talent Management, Vendor Management, Onboarding
Education
University of St. Thomas 2008 — 2014
Masters Human Resources and Change Leadership
Northern Arizona University 1989 — 1993
Bachelors of Science in Elementary Education and Special Education
United Technologies January 2014 - Present
Belcan Engineering August 2013 - January 2014
Walmart April 2012 - August 2013
OfficeMax August 2008 - January 2012
Ameriprise Financial February 2008 - May 2008
Corbin Capital Partners 2006 - 2006
Skills
Program Management, Supply Chain, Recruiting, Sourcing, Change Management, Payroll, Team Management, Sales, Leadership, Procurement, Retail, Process Improvement, Employee Relations
Education
Northeastern University 2003 — 2007
BS, Mathematics
Thrivent Financial 2011 - Present
Ameriprise Financial 2010 - 2011
RiverSource a division of Ameriprise Financial 2006 - 2010
Hantz Financial 2001 - 2006
Education
Northwood University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Dual Major: Banking and Finance/Business Management
Ameriprise Financial July 2007 - Present
RSM McGladrey March 2005 - April 2007
Rucks Custom Club Fitting, Inc. January 2000 - March 2007
American Express Financial Advisors December 1990 - January 2000
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MBA, Marketing
Ameriprise Financial October 2006 - Present
Edward Jones January 2002 - September 2006
Arthur Andersen May 1999 - December 2001
Accenture November 1993 - April 1999
Andersen Consulting October 1991 - October 1993
Education
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (BBA), Finance
Northwestern University 1997 — 1998
Master of Arts (M.A.), Learning Sciences
Regent Source April 2009 - Present
Home June 1983 - Present
Ameriprise Financial May 2008 - March 2009
RGIS 1988 - 2008
Skills
Recruiting, Leadership, Management, Training
Education
Bishop Gallagher 1979 — 1983
Hesser
Hesser
Northeastern University
Business Administration
Suffolk University
Management
Ameriprise Financial March 2011 - Present
Wells Fargo Share owner services June 2010 - March 2011
Edina Realty September 2009 - November 2009
Carlson Companies April 2007 - September 2008
Carlson 2007 - 2008
Ameriprise Financial Services, Inc. 1992 - 2007
Education
North Dakota State University
Savvysherpa, Inc. January 2014 - Present
Northwestern University September 2012 - December 2014
Ameriprise Financial January 2011 - May 2013
Ameriprise Financial March 2009 - March 2011
Ameriprise Financial August 2007 - May 2010
Berlitz May 2006 - October 2006
Morgan Stanley September 2001 - March 2004
Skills
Analytics, Derivatives, Financial Operations, Client Service, Business Strategy, Talent Management, Workforce Planning, Human Capital Management, HRIS, Strategic Planning, Analysis, Excel, Planning, Statistics, Investments, Financial Analysis, Data Analysis, Forecasting, Human Resources, Personnel Management, Financial Services, Microsoft Excel, Strategy, Cross-functional Team..., Leadership, Business Process..., Financial Modeling
Education
Northwestern University 2012 — 2014
Master's Degree, Predictive Analytics, GPA 3.97
University of Warwick 1998 — 2001
Bsc, Mathematics, Business, Upper Second Honors (2:1)
BBVA Compass Bank April 2012 - Present
BBVA Compass July 2011 - April 2012
Ameriprise Financial August 2007 - July 2011
American Express August 2005 - August 2007
RISI 1996 - 2002
Skills
Credit Risk, Credit Cards, Enterprise Risk..., Risk Appetite, Economic Capital, Asset Allocation, Retail Banking, Stress Testing, Analytics, SAS, Financial Services, Risk Management, Credit, Financial Risk, Analysis, Commercial Banking, Strategy, Economics, CRM
Education
North Carolina State University - College of Management 2002 — 2005
PhD, Economics
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
W.A.S.A. Properties, LLC. Lakeshore Retreats, LLC. Bear Land Contracts, LLC, M &M Lodge, LLC January 2000 - Present
Ameriprise Financial Services, Inc. January 2011 - March 2015
Ameriprise Financial December 2007 - January 2011
Ameriprise Financial Services, Inc. 2000 - 2007
Ameriprise Financial Services, Inc. 1997 - 2000
Ameriprise Financial Services, Inc. 1994 - 1997
Ameriprise Financial Services, Inc. 1991 - 1995
Mossett Marketing 1987 - 1995
Skills
Series 24, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Fixed Income, Team Building
Education
Northwood University 1987 — 1991
BA, Marketing
Ameriprise Financial Advisors January 2009 - Present
Ameriprise Financial March 2006 - Present
Ameriprise Financial March 2006 - January 2009
Education
Nova Southeastern University 2002 — 2003
BPM, Business
Thrivent Financial for Lutherans October 2008 - Present
Ameriprise Financial February 1987 - October 2008
Ameriprise Financial Services, Inc. 1987 - 2008
Skills
Change Management, Series 7, Insurance, Securities, Leadership, Securities Regulation, Series 63, Litigation, Licensing, Corporate Law, Mergers & Acquisitions, Mutual Funds, Strategic Communications, Series 24, Investment Advisory, FINRA, Public Policy, Mergers, Litigation Management, Strategic Planning, Corporate Governance, Estate Planning, Financial Services, Strategy, Negotiation
Education
Northwestern University School of Law 1980 — 1983
JD
Williams College 1975 — 1979
BA, History
Pereira and Company Accounting Firm April 2010 - Present
Allstate Financial January 2008 - May 2010
Allstate Financial November 2008 - March 2010
Ameriprise Financial November 2006 - March 2008
Pereira and Company - Accounting Firm June 1999 - October 2006
Norrell Corporation April 1993 - May 1999
Equifax Inc May 1991 - March 1993
Equifax 1989 - 1993
Equifax February 1989 - May 1991
Skills
Finance, Analysis, Internal Controls, Budgets, Forecasting, Account Reconciliation, Accounting, Program Management, Management Consulting, Tax
Education
The Citadel 1984 — 1988
Bachelor of Science, Accounting
Nova Southeastern University 2011 — 2013
Master of Accounting, Accounting
Nova Southeastern University 2012 — 2013
Masters; Bachelor of Science, Taxation; Accounting
BNC National Bank January 2012 - Present
University of Minnesota November 2007 - December 2011
Wachovia April 2007 - November 2007
Ameriprise Financial May 1997 - March 2007
American Express 1997 - 2007
Skills
Analysis, Leadership, Process Improvement, Retirement, Risk Management, Business Analysis, Change Management, Customer Service, Team Leadership, Microsoft Excel, Strategic Planning, Coaching, Team Management, Access, Software Documentation, Budgets, Vendor Management, Program Management
Education
North Dakota State University 1992 — 1996
BS, Economics, Business
Ameriprise Financial January 2009 - Present
NOVON Consulting January 1999 - Present
Raymond James January 2008 - November 2008
Prudential Insurance January 1989 - January 1999
Education
North Hennepin Community College 1986 — 1988
In-progress, Business Management
Ameriprise Financial April 2005 - July 2008
Ameriprise Financial May 1995 - April 2005
Education
North Hennepin Community College 1983 — 1988
Associates, Business
Ameriprise Financial November 2009 - Present
RBC Capital Markets March 2008 - June 2008
RBC Dain Rauscher November 2001 - February 2008
Dain Rauscher November 1995 - June 1999
Skills
Data Analysis, Fixed Income, FINRA, Equities, Structured Products, Brokerage Operations, Finra Compliance, TRACE, TRAQS, MSRB, Financial Analysis, Prime Brokerage, Delivery vs Payment..., Retail Trading
Education
University of St. Thomas - Opus College of Business 2005 — 2008
MBA, Finance
University of Northern Iowa 1991 — 1993
BA, Economics
North Iowa Area Community College
Ameriprise Financial October 2007 - Present
American Express 1998 - 2004
Education
Texas Tech University - Rawls College of Business 1987 — 1988
MBA, Finance
Northern Arizona University-The W. A. Franke College of Business 1982 — 1987
BS, Finance
Ameriprise Financial July 2013 - Present
Davis Polk & Wardwell LLP March 2012 - February 2013
Kirkland & Ellis LLP February 2011 - January 2012
Davis Polk & Wardwell LLP October 2007 - January 2011
Latham & Watkins LLP May 2006 - August 2006
Archipelago (now a part of NYSE Euronext) June 2005 - August 2005
Education
Northwestern University School of Law 2004 — 2007
Juris Doctor, Law
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Bachelor of Business Administration, Finance, Accounting
Ameriprise Financial Services, Inc. January 2015 - Present
The Great Southern Restaurant Group February 2010 - Present
Ameriprise Financial February 2010 - December 2014
Beef O' Brady's July 2008 - February 2010
Coastal bank and trust May 2006 - December 2007
Skills
Sales Management, Customer Service, Sales, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of West Florida - College of Business 2006 — 2008
Bachelor, Finance, Management
Northwest Florida State College 2004 — 2006
Associate of Arts (A.A.)
Crestview Senior High School 2000 — 2004
Commercial Partners Title, LLC October 2013 - Present
Chicago Title Insurance Company April 2012 - October 2013
Ameriprise Financial June 2010 - April 2012
McDonald's June 1999 - June 2010
Education
North Dakota State University 1993 — 1998
BS, Business Administration
Public Consulting Group July 2015 - Present
Public Consulting Group May 2013 - June 2015
Haven House Services September 2012 - May 2013
Haven House Services May 2012 - August 2012
North Carolina Museum of Art October 2011 - January 2012
United Way of the Greater Triangle August 2011 - November 2011
Haven House Services May 2011 - August 2011
United Way of the Greater Triangle January 2011 - May 2011
Ameriprise Financial June 2008 - July 2010
Skills
Community Outreach, Non-profits, Volunteer Management, Fundraising, Grant Writing, Program Development, Public Speaking, Event Planning, Research, Policy Analysis, Social Media, Public Administration
Education
North Carolina State University 2010 — 2012
Master's, Public Administration, 4.0
North Carolina State University - College of Management 2006 — 2010
Bachelor's, Business Administration-Supply Chain Management, 3.8
Alfred Benesch & Company January 2014 - Present
Alfred Benesch & Company July 2012 - January 2014
Alfred Benesch & Company December 2011 - June 2012
Lucky Ltd. August 2008 - August 2011
Follett Higher Education Group January 2008 - August 2008
Ameriprise Financial March 2007 - August 2007
TCF Bank June 2005 - August 2007
Skills
Accounts Payable, Accounts Receivable, Invoicing, Accounting, Data Entry, Analysis, Auditing, Finance, Customer Service, Account Reconciliation, General Ledger
Education
Northeastern Illinois University 2011 — 2013
MSA, Accounting
Northeastern Illinois University 2003 — 2007
Bachelors, Finance
Ameriprise Financial September 2012 - Present
Ameriprise Financial October 2010 - August 2012
Ameriprise Financial June 2009 - October 2010
Northwestern College August 2008 - May 2009
Wheel Fun Rentals May 2008 - September 2008
Education
Northwestern College 2006 — 2010
BS, Finance and Accounting
Ameriprise Financial September 1995 - Present
GTE/Verizon September 1970 - August 1988
Education
Northern Michigan University 1966 — 1970
Bacholors, Economics
Ameriprise Financial August 1998 - Present
Quintanar and Associates, a financial advisory practice of Ameriprise Financial August 1998 - Present
Education
Oklahoma State University 1992 — 1996
Masters of Design, Textile design
Northwestern Oklahoma State University 1986 — 1990
Bachelor of Science, Business Administration, 3.8
Northwestern Oklahoma State University 1986 — 1990
Bachlor of Science, Home Economics
Fiduciary Trust Company September 2008 - Present
Mary Kay Inc. November 2011 - March 2015
Kaplan Test Prep July 2009 - July 2012
State Street March 2007 - September 2008
Ameriprise Financial September 2006 - December 2006
Northeastern University 2003 - 2005
Skills
Social Networking, Fundraising, Finance, Event Planning, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Public Speaking, Nonprofits, Microsoft Office
Education
Northeastern University 2001 — 2006
B.S.B.A., Business Administration
LPL Finanical June 2015 - Present
Edward Jones August 2011 - June 2015
Ameriprise Financial August 2009 - September 2010
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Long-term Care, 401k, IRAs, Wealth Management..., Wealth Accumulation, Series 7, Retirement, 401k Rollovers
Education
Northeastern State University 2005 — 2009
Bachelor of Business Administration (BBA), Professional Financial Planning
Lapels Dry Cleaning (Boston and Cambridge) January 2012 - Present
Bank of America (Merrill Lynch) May 2010 - September 2010
Merrill Lynch September 2007 - December 2008
Ameriprise Financial September 2005 - September 2007
Citizens Investment Services June 2002 - September 2005
Skills
Tailoring, Management
Education
Northeastern University 1997 — 2002
Bachelor of Science in Business Administration (BSBA), Finance and Insurance
Ameriprise Financial 1994 - Present
Education
North Hennepin Community College 1987 — 1990
AAS, Accounting
Terrazzo Creations & Renewal October 2014 - Present
Range Bank February 2013 - October 2014
Terrazzo Creations and Renewal June 2008 - February 2013
Mather & Sons Pumps, Inc. May 2012 - September 2012
Ameriprise Financial November 2009 - July 2011
Intertek Caleb Brett January 2009 - October 2009
Skills
Concrete Restoration, Sales, Customer Service, Concrete, Coatings, Contract Negotiation, Strategic Planning, Leadership
Education
World of Concrete
UP Health System - Marquette School of Emergency Medical Technology
EMT-B
Northern Michigan University 2002 — 2007
BS, Corporate Finance / Financial Management
Ameriprise Financial March 2011 - Present
Skills
Visio, Business Analysis, Vendor Management, Project Management, Risk Management, Project Portfolio..., PMO, Project Delivery, Business Process...
Education
North Dakota State University
Bachelor's degree, Facilities Planning and Management
Ameriprise Financial
Education
Northwestern College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Phoenix
Master of Business Administration (M.B.A.)