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,
Ameriprise Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Salaries. You can even request information on how much does Ameriprise Financial pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,651 Ameriprise Financial employees in database. Find out everything there's to know about Ameriprise Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Employees
Employee
Years
Job
Industry
Robin Majmundar Robin Majmundar's Ameriprise Financial Experience July 2006 - October 2009
Job President
Industry Marketing and Advertising
Experience
URG 2013 - Present
Reven Media January 2013 - August 2013
The Power Comany 2011 - 2012
Pacific Leads, Inc. June 2010 - September 2011
A Nick of Time, LLC. April 2009 - December 2010
Ameriprise Financial July 2006 - October 2009
Skills
Competitive Analysis, Sales, Business Development, Marketing, Advertising, New Business Development, Strategic Planning, Contract Negotiation, Start-ups, Sales Management, Lead Generation, Marketing Strategy, Social Media Marketing, Direct Marketing, Salesforce.com, Negotiation, Entrepreneurship, Strategic Partnerships, Direct Sales, Strategy, Email Marketing, Product Development, CRM, Cold Calling, Online Advertising, Account Management, Management, Online Marketing
Education
Saint Mary's College of California 2003 — 2007
B.S., Business Administration & Economics
URG 2013 - Present
Reven Media January 2013 - August 2013
The Power Comany 2011 - 2012
Pacific Leads, Inc. June 2010 - September 2011
A Nick of Time, LLC. April 2009 - December 2010
Ameriprise Financial July 2006 - October 2009
Skills
Competitive Analysis, Sales, Business Development, Marketing, Advertising, New Business Development, Strategic Planning, Contract Negotiation, Start-ups, Sales Management, Lead Generation, Marketing Strategy, Social Media Marketing, Direct Marketing, Salesforce.com, Negotiation, Entrepreneurship, Strategic Partnerships, Direct Sales, Strategy, Email Marketing, Product Development, CRM, Cold Calling, Online Advertising, Account Management, Management, Online Marketing
Education
Saint Mary's College of California 2003 — 2007
B.S., Business Administration & Economics
Alexander Portillo Alexander Portillo's Ameriprise Financial Experience October 2010 - May 2011
Job Manager at Rubicon Point Partners, LLC
Industry Investment Management
Experience
Rubicon Point Partners, LLC May 2014 - Present
Goldman Sachs May 2012 - May 2014
popchips December 2011 - May 2012
Global Investment Company January 2011 - April 2012
Center'd Corp. / TheDealmap March 2010 - November 2011
Ameriprise Financial October 2010 - May 2011
Kardum Painting May 2004 - March 2010
Skills
Microsoft Office, Word, Excel, Outlook, PowerPoint, Administrative Support, Spreadsheets, Data Analysis, Data Entry, Cold Calling, Calendaring, Appointment Scheduling, Report Generation, Typing, Telephone Skills, Adobe Acrobat, Scheduling, Research, Windows, Fax, Office Management, Calendars, General Office Duties, Administration, Event Management, Customer Service, Event Planning, Salesforce.com, Access, Problem Solving, Social Media, Database Administration, Teamwork, Facebook, Market Research, Social Networking, Administrative..., Microsoft Word
Education
St. Mary's College of California 2005 — 2009
Business Administration - Financial Services
Sacred Heart Cathedral Prep 2001 — 2005
High School Diploma
Rubicon Point Partners, LLC May 2014 - Present
Goldman Sachs May 2012 - May 2014
popchips December 2011 - May 2012
Global Investment Company January 2011 - April 2012
Center'd Corp. / TheDealmap March 2010 - November 2011
Ameriprise Financial October 2010 - May 2011
Kardum Painting May 2004 - March 2010
Skills
Microsoft Office, Word, Excel, Outlook, PowerPoint, Administrative Support, Spreadsheets, Data Analysis, Data Entry, Cold Calling, Calendaring, Appointment Scheduling, Report Generation, Typing, Telephone Skills, Adobe Acrobat, Scheduling, Research, Windows, Fax, Office Management, Calendars, General Office Duties, Administration, Event Management, Customer Service, Event Planning, Salesforce.com, Access, Problem Solving, Social Media, Database Administration, Teamwork, Facebook, Market Research, Social Networking, Administrative..., Microsoft Word
Education
St. Mary's College of California 2005 — 2009
Business Administration - Financial Services
Sacred Heart Cathedral Prep 2001 — 2005
High School Diploma
Sara Zachary Sara Zachary's Ameriprise Financial Experience 2001 - 2003
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2005 - Present
Arbor Commercial Mortgage 2003 - 2004
Ameriprise Financial 2001 - 2003
Skills
Loans, Portfolio Management, Banking, Mortgage Lending, Finance, Credit, Financial Analysis, Credit Analysis, Loan Servicing, Commercial Lending, Financial Modeling, Mortgage Banking, Commercial Banking, Underwriting, Risk Management, Small Business Lending, Loan Origination, Credit Risk, Financial Services, Financial Reporting
Education
Saint Mary's College of California 1997 — 2001
B.S., Economics, Accounting
Saint Mary's College of California 1997 — 2001
Bachelor of Science (B.S.), Economics
Wells Fargo 2005 - Present
Arbor Commercial Mortgage 2003 - 2004
Ameriprise Financial 2001 - 2003
Skills
Loans, Portfolio Management, Banking, Mortgage Lending, Finance, Credit, Financial Analysis, Credit Analysis, Loan Servicing, Commercial Lending, Financial Modeling, Mortgage Banking, Commercial Banking, Underwriting, Risk Management, Small Business Lending, Loan Origination, Credit Risk, Financial Services, Financial Reporting
Education
Saint Mary's College of California 1997 — 2001
B.S., Economics, Accounting
Saint Mary's College of California 1997 — 2001
Bachelor of Science (B.S.), Economics
Steven Scordalakis Steven Scordalakis's Ameriprise Financial Experience September 2007 - February 2008
Job Associate Attorney at Jones & Dyer
Industry Law Practice
Experience
Jones & Dyer March 2014 - Present
Anderson Schoech August 2013 - March 2014
Suffolk Commonwealth’s Attorney’s Office September 2012 - December 2012
Hanson Bridget LLP June 2012 - August 2012
Higgs Fletcher & Mack May 2011 - July 2011
Five Point Capital November 2009 - July 2010
Wachovia Securities March 2008 - June 2009
Ameriprise Financial September 2007 - February 2008
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Public Speaking, Family Law, Appeals, Civil Litigation, Courts, Criminal Defense, Criminal Law, Hearings, LexisNexis, Mediation, Trials
Education
Regent University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of West Florida 2002 — 2007
Bachelor of Arts (B.A.), Criminal Justice and Legal Studies
Jones & Dyer March 2014 - Present
Anderson Schoech August 2013 - March 2014
Suffolk Commonwealth’s Attorney’s Office September 2012 - December 2012
Hanson Bridget LLP June 2012 - August 2012
Higgs Fletcher & Mack May 2011 - July 2011
Five Point Capital November 2009 - July 2010
Wachovia Securities March 2008 - June 2009
Ameriprise Financial September 2007 - February 2008
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Public Speaking, Family Law, Appeals, Civil Litigation, Courts, Criminal Defense, Criminal Law, Hearings, LexisNexis, Mediation, Trials
Education
Regent University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of West Florida 2002 — 2007
Bachelor of Arts (B.A.), Criminal Justice and Legal Studies
Christian Antoine Christian Antoine's Ameriprise Financial Experience 2005 - 2007
Job Certified Scrum Professional Agile Coach / Instructor CoFounder of Collaborative Leadership Team
Industry Professional Training & Coaching
Experience
Collaborative Leadership Team February 2014 - Present
Medtronic January 2010 - February 2014
Hollstadt & Associates March 2004 - January 2010
Ameriprise Financial 2005 - 2007
Ameriprise Financial Services, Inc. 2005 - 2007
GMAC-RFC 2004 - 2005
CSC Consulting 1996 - 2003
Southwestern Company May 1992 - 1995
Skills
Process Engineering, Change Management, Collaborative Leadership, Agile, Integration, Coaching, Certified Scrum Master..., Business Analysis, Agile Methodologies, Requirements Analysis, Consulting, Scrum, Process Improvement, Requirements Gathering, Program Management, SDLC
Education
St. John's University 1991 — 1995
Bachelor of Arts (B.A.), Mathematics
Collaborative Leadership Team February 2014 - Present
Medtronic January 2010 - February 2014
Hollstadt & Associates March 2004 - January 2010
Ameriprise Financial 2005 - 2007
Ameriprise Financial Services, Inc. 2005 - 2007
GMAC-RFC 2004 - 2005
CSC Consulting 1996 - 2003
Southwestern Company May 1992 - 1995
Skills
Process Engineering, Change Management, Collaborative Leadership, Agile, Integration, Coaching, Certified Scrum Master..., Business Analysis, Agile Methodologies, Requirements Analysis, Consulting, Scrum, Process Improvement, Requirements Gathering, Program Management, SDLC
Education
St. John's University 1991 — 1995
Bachelor of Arts (B.A.), Mathematics
Lauren Bartel Lauren Bartel's Ameriprise Financial Experience 2009 - 2010
Job Wellness Purchasing Manager at Mississippi Market Coop
Industry Retail
Experience
Mississippi Market Co-op September 2011 - Present
Ameriprise Financial 2009 - 2010
Linden Hills Co-op 2008 - 2009
Hay Dobbs Architects 2006 - 2008
Bread Euphoria 2005 - 2006
The Rothfeld Center for Integrative Medicine 2003 - 2004
Skills
Training, Public Speaking, Wellness, Event Planning, Marketing, Customer Service, Program Development, Fundraising, Community Outreach, Leadership Development, Coaching, Social Media, Nonprofits, Teaching
Education
Rice University 1998 — 2002
Bachelor of Arts (B.A.), Sociology and Studio Art
Purusha Studio 2005 — 2006
200 Hour Certification, Yoga Teacher Training/Yoga Therapy
Mississippi Market Co-op September 2011 - Present
Ameriprise Financial 2009 - 2010
Linden Hills Co-op 2008 - 2009
Hay Dobbs Architects 2006 - 2008
Bread Euphoria 2005 - 2006
The Rothfeld Center for Integrative Medicine 2003 - 2004
Skills
Training, Public Speaking, Wellness, Event Planning, Marketing, Customer Service, Program Development, Fundraising, Community Outreach, Leadership Development, Coaching, Social Media, Nonprofits, Teaching
Education
Rice University 1998 — 2002
Bachelor of Arts (B.A.), Sociology and Studio Art
Purusha Studio 2005 — 2006
200 Hour Certification, Yoga Teacher Training/Yoga Therapy
John Ruth, CFA John Ruth, CFA's Ameriprise Financial Experience December 1999 - April 2001
Job Investment and Corporate Financial Strategist
Industry Financial Services
Experience
White Mountains Capital October 2006 - December 2012
West End Capital Management January 2006 - September 2006
West End Capital Management June 2003 - December 2005
West End Capital Management October 2003 - March 2004
West End Capital Management June 2002 - August 2002
Ameriprise Financial December 1999 - April 2001
RBC Dain Rauscher May 1998 - December 1999
Skills
Fixed Income Portfolio..., Investments, Hedge Funds, Trading, Interest Rate..., Insurance, Reinsurance, Corporate Development, Capital Management, FX, Private Equity, Financial Modeling, Financial Analysis, Macro Analysis, Macroeconomics, Quantitative Research, Fundamental Analysis, Fixed Income, FX Options, Portfolio Management, Equities, Investment Management, Bonds, Emerging Markets, Derivatives, Alternative Investments, Capital Markets, Valuation, Risk Management, Asset Allocation, Corporate Finance, Securities, Investment Strategies, Financial Risk, Financial Markets, Bloomberg, Mergers & Acquisitions, Series 7, Structured Finance, Hedging, Financial Services, Options, Financial Structuring, Swaps, Chartered Financial...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Finance
St. John's University 1991 — 1995
BA, Business Management
White Mountains Capital October 2006 - December 2012
West End Capital Management January 2006 - September 2006
West End Capital Management June 2003 - December 2005
West End Capital Management October 2003 - March 2004
West End Capital Management June 2002 - August 2002
Ameriprise Financial December 1999 - April 2001
RBC Dain Rauscher May 1998 - December 1999
Skills
Fixed Income Portfolio..., Investments, Hedge Funds, Trading, Interest Rate..., Insurance, Reinsurance, Corporate Development, Capital Management, FX, Private Equity, Financial Modeling, Financial Analysis, Macro Analysis, Macroeconomics, Quantitative Research, Fundamental Analysis, Fixed Income, FX Options, Portfolio Management, Equities, Investment Management, Bonds, Emerging Markets, Derivatives, Alternative Investments, Capital Markets, Valuation, Risk Management, Asset Allocation, Corporate Finance, Securities, Investment Strategies, Financial Risk, Financial Markets, Bloomberg, Mergers & Acquisitions, Series 7, Structured Finance, Hedging, Financial Services, Options, Financial Structuring, Swaps, Chartered Financial...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Finance
St. John's University 1991 — 1995
BA, Business Management
Richard Geller Richard Geller's Ameriprise Financial Experience January 2006 - November 2006
Job National Accounts Business Development Manager at Shiftgig
Industry Staffing and Recruiting
Experience
Shiftgig July 2015 - Present
Shiftgig May 2014 - Present
Nassau Commercial PTAC/HVAC Service November 2008 - May 2014
Graphics Systems Corporation September 2007 - October 2008
Ameriprise Financial January 2006 - November 2006
Skills
New Business Development, Business Development, Sales, Enterprise Account..., Sales Management, National Accounts, Negotiation, Strategic Planning, VMS, MSP, CRM, Managed Services, Account Management, Marketing, Insurance, Team Building, Accounting, Marketing Strategy, Customer Service, Hospitality Management, Management, Hospitality, Hospitality Industry, Leadership, Temporary Staffing, Human Resources, Start-ups, Sourcing, Recruiting
Education
Roosevelt University 2007 — 2010
Bachelor of Arts (B.A.), History
Shiftgig July 2015 - Present
Shiftgig May 2014 - Present
Nassau Commercial PTAC/HVAC Service November 2008 - May 2014
Graphics Systems Corporation September 2007 - October 2008
Ameriprise Financial January 2006 - November 2006
Skills
New Business Development, Business Development, Sales, Enterprise Account..., Sales Management, National Accounts, Negotiation, Strategic Planning, VMS, MSP, CRM, Managed Services, Account Management, Marketing, Insurance, Team Building, Accounting, Marketing Strategy, Customer Service, Hospitality Management, Management, Hospitality, Hospitality Industry, Leadership, Temporary Staffing, Human Resources, Start-ups, Sourcing, Recruiting
Education
Roosevelt University 2007 — 2010
Bachelor of Arts (B.A.), History
Marc Teal Marc Teal's Ameriprise Financial Experience February 2010 - February 2012
Job Reconciliation Specialist at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC January 2015 - Present
State Street November 2012 - January 2015
Boston Capital July 2012 - November 2012
Roger Williams University- Center for Advanced Financial Education January 2012 - May 2012
Ameriprise Financial February 2010 - February 2012
Delta Sigma Pi- Nu Sigma Chapter January 2011 - December 2011
Boston Private Bank June 2011 - August 2011
Boston Private Bank June 2010 - August 2010
Skills
Morningstar Direct, SDS MarketWatch, Microsoft Office, PowerPoint, Portfolio Management, Investment Analysis, Finance, Valuation, Microsoft Excel, Asset Allocation, Leadership, Microsoft Word, Investments, Time Management, Access, Management, Mutual Funds, Bloomberg, Fund Accounting, Banking, Accounting, Analysis
Education
Roger Williams University 2008 — 2012
Bachelor's of Science in Finance, Minor in Accounting and Core Concentration in Mathematics, 3.4 Cum Laude
Central Catholic High School 2004 — 2008
3.9/4.5
Bracebridge Capital, LLC January 2015 - Present
State Street November 2012 - January 2015
Boston Capital July 2012 - November 2012
Roger Williams University- Center for Advanced Financial Education January 2012 - May 2012
Ameriprise Financial February 2010 - February 2012
Delta Sigma Pi- Nu Sigma Chapter January 2011 - December 2011
Boston Private Bank June 2011 - August 2011
Boston Private Bank June 2010 - August 2010
Skills
Morningstar Direct, SDS MarketWatch, Microsoft Office, PowerPoint, Portfolio Management, Investment Analysis, Finance, Valuation, Microsoft Excel, Asset Allocation, Leadership, Microsoft Word, Investments, Time Management, Access, Management, Mutual Funds, Bloomberg, Fund Accounting, Banking, Accounting, Analysis
Education
Roger Williams University 2008 — 2012
Bachelor's of Science in Finance, Minor in Accounting and Core Concentration in Mathematics, 3.4 Cum Laude
Central Catholic High School 2004 — 2008
3.9/4.5
Adam Patil Adam Patil's Ameriprise Financial Experience 2008 - 2012
Job Senior Analyst at Seagate
Industry Human Resources
Experience
Seagate Technology 2014 - Present
Digital River 2013 - 2014
Smiths Medical 2012 - 2013
Ameriprise Financial 2008 - 2012
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2006 - 2007
General Mills 2005 - 2006
SUPERVALU 2004 - 2005
Skills
Microsoft Excel, Retirement Planning, PeopleSoft, Strategic Financial..., Executive Pay, 401k, Employee Benefits, College Recruiting, Financial Services, Employee Stock Options, Financial Analysis, Financial Modeling, Onboarding, Finance, Retirement, Succession Planning, Compensation, Customer Service, Process Improvement, Public Speaking
Education
Saint John's University 2003 — 2007
Bachelor's Degree, Accounting & Finance, Economics
Seagate Technology 2014 - Present
Digital River 2013 - 2014
Smiths Medical 2012 - 2013
Ameriprise Financial 2008 - 2012
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2006 - 2007
General Mills 2005 - 2006
SUPERVALU 2004 - 2005
Skills
Microsoft Excel, Retirement Planning, PeopleSoft, Strategic Financial..., Executive Pay, 401k, Employee Benefits, College Recruiting, Financial Services, Employee Stock Options, Financial Analysis, Financial Modeling, Onboarding, Finance, Retirement, Succession Planning, Compensation, Customer Service, Process Improvement, Public Speaking
Education
Saint John's University 2003 — 2007
Bachelor's Degree, Accounting & Finance, Economics
Ayitegan Assiongbon Ayitegan Assiongbon's Ameriprise Financial Experience September 2006 - March 2013
Job Tier 3 Support at Transwestern
Industry Information Technology and Services
Experience
Transwestern May 2014 - Present
University of Maryland University College March 2013 - May 2014
Ameriprise Financial September 2006 - March 2013
Best Buy September 2008 - June 2009
Rochester Institute of Technology September 2004 - May 2006
Skills
Troubleshooting, Active Directory, Hardware, Servers, Security, Visio, Software Installation, Windows, Access, Microsoft Office, Blackberry, Microsoft Word, Microsoft Excel, Inventory Management, Outlook, Purchase Management, Project Planning, Unified Messaging, Lync, Technical Support, Networking
Education
University of Maryland University College 2015 — 2019
Master of Science (MS)
Rochester Institute of Technology 2002 — 2006
Bachelor of Science
Transwestern May 2014 - Present
University of Maryland University College March 2013 - May 2014
Ameriprise Financial September 2006 - March 2013
Best Buy September 2008 - June 2009
Rochester Institute of Technology September 2004 - May 2006
Skills
Troubleshooting, Active Directory, Hardware, Servers, Security, Visio, Software Installation, Windows, Access, Microsoft Office, Blackberry, Microsoft Word, Microsoft Excel, Inventory Management, Outlook, Purchase Management, Project Planning, Unified Messaging, Lync, Technical Support, Networking
Education
University of Maryland University College 2015 — 2019
Master of Science (MS)
Rochester Institute of Technology 2002 — 2006
Bachelor of Science
Tim Burklow, ChFC, CFS Tim Burklow, ChFC, CFS's Ameriprise Financial Experience June 1991 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial June 1991 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor's degree, Business/Managerial Economics
Pequannock Township High School
Ameriprise Financial June 1991 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor's degree, Business/Managerial Economics
Pequannock Township High School
Daniel Damore Daniel Damore's Ameriprise Financial Experience June 2007 - Present
Job Financial Planner
Industry Financial Services
Experience
Ameriprise Financial June 2007 - Present
Atlas Trading September 2000 - June 2007
Skills
Fixed Income, Strategic Planning, Equities, Capital Markets, Project Management, Trading, Portfolio Management, Banking, Finance, Series 7, Investments, Structured Products, Budgets, Strategy, Analysis, Business Strategy, Business Development, Management, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (B.S.), Materials Science
Ameriprise Financial June 2007 - Present
Atlas Trading September 2000 - June 2007
Skills
Fixed Income, Strategic Planning, Equities, Capital Markets, Project Management, Trading, Portfolio Management, Banking, Finance, Series 7, Investments, Structured Products, Budgets, Strategy, Analysis, Business Strategy, Business Development, Management, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (B.S.), Materials Science
Kayenat Hamid Kayenat Hamid's Ameriprise Financial Experience January 2012 - April 2012
Job Financial Advisor
Industry Financial Services
Experience
Nationwide Insurance 2012 - Present
Ameriprise Financial January 2012 - April 2012
Robert Morris University November 2008 - April 2012
Robert Morris University August 2010 - December 2010
Robert Morris University August 2009 - January 2010
Robert Morris University August 2009 - January 2010
Robert Morris University September 2008 - December 2008
Skills
Tutoring, Mathematics, Quantitative Finance, Research, Statistics, Municipal bonds, Bond Research, Bond trading, Pensions, Pension valuation, Defined Benefit..., Valuation, Calculations, Property & Casualty..., Municipal Bonds, Actuarial Science, Microsoft Word, Social Media, Bond Markets, Financial Analysis, Financial Accounting, Visual Basic, Data Analysis, Financial Modeling, Event Planning
Education
Robert Morris University 2008 — 2012
B.S., Financial Mathematics
Nationwide Insurance 2012 - Present
Ameriprise Financial January 2012 - April 2012
Robert Morris University November 2008 - April 2012
Robert Morris University August 2010 - December 2010
Robert Morris University August 2009 - January 2010
Robert Morris University August 2009 - January 2010
Robert Morris University September 2008 - December 2008
Skills
Tutoring, Mathematics, Quantitative Finance, Research, Statistics, Municipal bonds, Bond Research, Bond trading, Pensions, Pension valuation, Defined Benefit..., Valuation, Calculations, Property & Casualty..., Municipal Bonds, Actuarial Science, Microsoft Word, Social Media, Bond Markets, Financial Analysis, Financial Accounting, Visual Basic, Data Analysis, Financial Modeling, Event Planning
Education
Robert Morris University 2008 — 2012
B.S., Financial Mathematics
Burt Miltenberger Burt Miltenberger's Ameriprise Financial Experience April 2009 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Halifax Chamber of Commerce 2009 - 2010
Wachovia, A Wells Fargo Company July 2004 - August 2009
Prudential Securities September 2000 - July 2004
Morgan Stanley Dean Witter September 1990 - September 2000
Skills
Lines Of Credit, Insurance, Series 63, Retirement Planning, 401k, Customer Service, Social Networking, Series 7, Team Leadership, Strategic Planning, Marketing, Wealth Management, Microsoft Office, Retirement, Strategic Financial..., Financial Services, Investment Strategies, Event Management, Life Insurance, PowerPoint, Small Business, Financial Goals, Wealth Accumulation, Investments, Estate Planning, Fixed Annuities, Research, Financial Advisory, Public Speaking, Microsoft Excel, New Business Development, Sales, Financial Analysis, Uniform Combined State..., Finance, Investment Advisory, Portfolio Management, Roth IRA, IRAs, Securities, Series 24, Long Term Care Insurance, Saving for Education, Microsoft Word, Asset Allocation, Financial Planning
Education
Rutgers University-New Brunswick 1971 — 1972
Union College (KY) 1967 — 1970
Biology
Ameriprise Financial April 2009 - Present
Halifax Chamber of Commerce 2009 - 2010
Wachovia, A Wells Fargo Company July 2004 - August 2009
Prudential Securities September 2000 - July 2004
Morgan Stanley Dean Witter September 1990 - September 2000
Skills
Lines Of Credit, Insurance, Series 63, Retirement Planning, 401k, Customer Service, Social Networking, Series 7, Team Leadership, Strategic Planning, Marketing, Wealth Management, Microsoft Office, Retirement, Strategic Financial..., Financial Services, Investment Strategies, Event Management, Life Insurance, PowerPoint, Small Business, Financial Goals, Wealth Accumulation, Investments, Estate Planning, Fixed Annuities, Research, Financial Advisory, Public Speaking, Microsoft Excel, New Business Development, Sales, Financial Analysis, Uniform Combined State..., Finance, Investment Advisory, Portfolio Management, Roth IRA, IRAs, Securities, Series 24, Long Term Care Insurance, Saving for Education, Microsoft Word, Asset Allocation, Financial Planning
Education
Rutgers University-New Brunswick 1971 — 1972
Union College (KY) 1967 — 1970
Biology
Tammra Radford Tammra Radford's Ameriprise Financial Experience 2003 - 2010
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial 2003 - 2010
Homespun Treasures 1994 - 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Planning, Retirement, Investments, Public Speaking, Financial Advisory, Microsoft Excel, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Insurance, Microsoft Office, Microsoft Word, PowerPoint
Education
Rogers State University
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 3.92
Tulsa Community College
Associate of Arts (AA), Business Administration and Management, General
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial 2003 - 2010
Homespun Treasures 1994 - 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Planning, Retirement, Investments, Public Speaking, Financial Advisory, Microsoft Excel, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Insurance, Microsoft Office, Microsoft Word, PowerPoint
Education
Rogers State University
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 3.92
Tulsa Community College
Associate of Arts (AA), Business Administration and Management, General
Michelle May, CFP® Michelle May, CFP®'s Ameriprise Financial Experience March 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial March 1999 - Present
Education
Middlesex High School
Middlesex High School
Rutgers University-New Brunswick
Ameriprise Financial March 1999 - Present
Education
Middlesex High School
Middlesex High School
Rutgers University-New Brunswick
Brenda Kantor Brenda Kantor's Ameriprise Financial Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 2001 - Present
First Investors Corporation July 1985 - December 2001
Education
Rensselaer Polytechnic Institute 1981 — 1985
Bachelor of Science, Mathematics, Business
Ameriprise Financial 2001 - Present
First Investors Corporation July 1985 - December 2001
Education
Rensselaer Polytechnic Institute 1981 — 1985
Bachelor of Science, Mathematics, Business
Suzuanne M Foster, CFP®, CRPC® Suzuanne M Foster, CFP®, CRPC®'s Ameriprise Financial Experience September 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2004 - Present
Liquidmental Technologies July 2002 - August 2004
Yves Veggie Cuisine part of the Hain Celestial Group August 2000 - July 2002
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1997 — 2001
BS, Business Administration
Riverside Community College 1995 — 2001
Business Administration and Management, General
Pacifica High School 1991 — 1995
Diploma
Ameriprise Financial September 2004 - Present
Liquidmental Technologies July 2002 - August 2004
Yves Veggie Cuisine part of the Hain Celestial Group August 2000 - July 2002
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1997 — 2001
BS, Business Administration
Riverside Community College 1995 — 2001
Business Administration and Management, General
Pacifica High School 1991 — 1995
Diploma
Cheryl Carretta Whitney, CFP®, CRPC®, MS Cheryl Carretta Whitney, CFP®, CRPC®, MS's Ameriprise Financial Experience 1982 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1982 - Present
Education
Robert Morris University
Master's Degree, Business
University of Pittsburgh 1973 — 1977
B.A., Economics and Math
Ameriprise Financial 1982 - Present
Education
Robert Morris University
Master's Degree, Business
University of Pittsburgh 1973 — 1977
B.A., Economics and Math
Ed Brock Ed Brock's Ameriprise Financial Experience October 1997 - Present
Job Certified Financial Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1997 - Present
Pawtucket Red Sox Baseball club February 1993 - June 1997
Education
Rhode Island College 1988 — 1992
BS, Business Management
Rhode Island College 1988 — 1992
Ameriprise Financial October 1997 - Present
Pawtucket Red Sox Baseball club February 1993 - June 1997
Education
Rhode Island College 1988 — 1992
BS, Business Management
Rhode Island College 1988 — 1992
Matthew Fitzgerald, ChFC®, CFP® Matthew Fitzgerald, ChFC®, CFP®'s Ameriprise Financial Experience January 1996 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial January 1996 - Present
Education
Rider University 1992 — 1994
Bachelors, Finance
Ameriprise Financial January 1996 - Present
Education
Rider University 1992 — 1994
Bachelors, Finance
Joseph Sweeney Joseph Sweeney's Ameriprise Financial Experience June 2005 - May 2009
Job President, Advice and Wealth Management Products and Service Delivery at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. June 2009 - May 2012
Ameriprise Financial June 2005 - May 2009
American Express Financial Advisors April 2003 - May 2005
American Express Company December 1998 - March 2003
Skills
Banking, Wealth Management, Strategic Financial..., Business Transformation, Retirement Planning, Series 7, Financial Services, Portfolio Management, Leadership, Strategy, Finance, Strategic Planning, Relationship Management, Securities, Series 24, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Financial Advisory, Investment Strategies, Uniform Combined State..., Retirement, Alternative Investments, Asset Management, FINRA, Fixed Income, Investment Management, Equities, Series 63, Values-based Leadership, Trusted Business Partner, 401k, Financial Planning
Education
Saint Anselm College 1979 — 1983
BA, Business & Economics
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. June 2009 - May 2012
Ameriprise Financial June 2005 - May 2009
American Express Financial Advisors April 2003 - May 2005
American Express Company December 1998 - March 2003
Skills
Banking, Wealth Management, Strategic Financial..., Business Transformation, Retirement Planning, Series 7, Financial Services, Portfolio Management, Leadership, Strategy, Finance, Strategic Planning, Relationship Management, Securities, Series 24, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Financial Advisory, Investment Strategies, Uniform Combined State..., Retirement, Alternative Investments, Asset Management, FINRA, Fixed Income, Investment Management, Equities, Series 63, Values-based Leadership, Trusted Business Partner, 401k, Financial Planning
Education
Saint Anselm College 1979 — 1983
BA, Business & Economics
Mark Bowers, MBA Mark Bowers, MBA's Ameriprise Financial Experience August 2004 - December 2007
Job Manager of Digital Research at ESPN
Industry Internet
Experience
ESPN April 2014 - Present
ESPN March 2011 - April 2014
ESPN August 2009 - March 2011
Erb Financial January 2008 - August 2009
St. John Fisher College August 2008 - May 2009
Sports and Leisure 2007 - 2009
Ameriprise Financial August 2004 - December 2007
United States House of Representatives, Congresswoman Louise Slaughter August 2006 - May 2007
Thomson Reuters May 2001 - November 2002
Buffalo Bills 2000 - 2000
Skills
Analytics, Digital Media, Web Analytics, Omniture, Data Analysis, Editing, Social Media, Facebook, Management, Research, SPSS, Mobile Devices, Television, Excel, Start-ups, Microsoft Excel, Video, Content Strategy, comScore, Discover, Program Management, Segmentation, Data Segmentation, Digital Video, SAP, Statistics, PowerPoint, Access, Copy Editing, Chartbeat, Google Analytics, R, SQL
Education
The University of British Columbia 2011 — 2012
UBC Award of Achievement in, Web Analytics
Saint John Fisher College 2003 — 2007
MBA, Business Administration
Saint John Fisher College 2003 — 2007
MS, International Studies
University of Rochester 2001 — 2001
English
Saint John Fisher College 1997 — 2001
BA, English
Richmond, The American International University in London 1999 — 1999
English
Liverpool High School 1993 — 1997
ESPN April 2014 - Present
ESPN March 2011 - April 2014
ESPN August 2009 - March 2011
Erb Financial January 2008 - August 2009
St. John Fisher College August 2008 - May 2009
Sports and Leisure 2007 - 2009
Ameriprise Financial August 2004 - December 2007
United States House of Representatives, Congresswoman Louise Slaughter August 2006 - May 2007
Thomson Reuters May 2001 - November 2002
Buffalo Bills 2000 - 2000
Skills
Analytics, Digital Media, Web Analytics, Omniture, Data Analysis, Editing, Social Media, Facebook, Management, Research, SPSS, Mobile Devices, Television, Excel, Start-ups, Microsoft Excel, Video, Content Strategy, comScore, Discover, Program Management, Segmentation, Data Segmentation, Digital Video, SAP, Statistics, PowerPoint, Access, Copy Editing, Chartbeat, Google Analytics, R, SQL
Education
The University of British Columbia 2011 — 2012
UBC Award of Achievement in, Web Analytics
Saint John Fisher College 2003 — 2007
MBA, Business Administration
Saint John Fisher College 2003 — 2007
MS, International Studies
University of Rochester 2001 — 2001
English
Saint John Fisher College 1997 — 2001
BA, English
Richmond, The American International University in London 1999 — 1999
English
Liverpool High School 1993 — 1997
Tavia Harrell's Ameriprise Financial Experience June 2011 - September 2011
Job Experienced Customer Service Representative
Industry Consumer Services
Experience
Robert Morris University June 2014 - Present
Ameriprise Financial June 2011 - September 2011
Messerli and Kramer August 2010 - February 2011
Pinnacle Financial Group June 2007 - January 2009
Skills
Outlook, Excel, Outstanding Customer..., Microsoft Office, 10 Key, Data Entry, 40 wpm, Telephone Skills, Negotiation
Education
Robert Morris University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration concentration Management, 3.5
Robert Morris University June 2014 - Present
Ameriprise Financial June 2011 - September 2011
Messerli and Kramer August 2010 - February 2011
Pinnacle Financial Group June 2007 - January 2009
Skills
Outlook, Excel, Outstanding Customer..., Microsoft Office, 10 Key, Data Entry, 40 wpm, Telephone Skills, Negotiation
Education
Robert Morris University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration concentration Management, 3.5
Doug Lawrence Doug Lawrence's Ameriprise Financial Experience January 2007 - June 2009
Job Managed Accounts Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Contego Capital Financial Group (formerly River Rock Brokerage) July 2012 - April 2015
brocorXchange March 2012 - June 2012
VALIC May 2011 - March 2012
Slider Trading June 2009 - March 2012
The Stenglein Group December 2010 - May 2011
Ameriprise Financial January 2007 - June 2009
Ameriprise Financial January 2000 - January 2007
Skills
Fixed Annuities, Series 7, 401k, Asset Allocation, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Health Insurance, Investments, Leadership, Retirement, Retirement Planning, Sales, Sales Operations, Series 63, Small Business, Strategic Financial..., Variable Annuities, Wealth Management, Mutual Funds, Financial Planning, Insurance, Marketing, Finance, Strategic Planning
Education
St. John's University 1987 — 1991
Bachelor, Science Business Management
CSB/SJU
College of Financial Planning CMFC and CRPC designations
Spring Lake Park High School
Spring Lake Park High School
Ameriprise Financial Services, Inc. May 2015 - Present
Contego Capital Financial Group (formerly River Rock Brokerage) July 2012 - April 2015
brocorXchange March 2012 - June 2012
VALIC May 2011 - March 2012
Slider Trading June 2009 - March 2012
The Stenglein Group December 2010 - May 2011
Ameriprise Financial January 2007 - June 2009
Ameriprise Financial January 2000 - January 2007
Skills
Fixed Annuities, Series 7, 401k, Asset Allocation, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Health Insurance, Investments, Leadership, Retirement, Retirement Planning, Sales, Sales Operations, Series 63, Small Business, Strategic Financial..., Variable Annuities, Wealth Management, Mutual Funds, Financial Planning, Insurance, Marketing, Finance, Strategic Planning
Education
St. John's University 1987 — 1991
Bachelor, Science Business Management
CSB/SJU
College of Financial Planning CMFC and CRPC designations
Spring Lake Park High School
Spring Lake Park High School
Jeremy Whitehead, MBA's Ameriprise Financial Experience June 2009 - August 2009
Job at
Industry Financial Services
Experience
Regions Financial Corporation June 2013 - Present
City of Maitland March 2011 - Present
Enterprise Rent-A-Car July 2012 - June 2013
Enterprise Rent-A-Car September 2011 - July 2012
Quest, Inc December 2008 - August 2011
Global Asset Management Group January 2011 - July 2011
Schenck Company September 2009 - December 2009
Ameriprise Financial June 2009 - August 2009
Orlando Lakemont Elementary September 2008 - December 2008
IT Consortium 2007 - 2007
Skills
Strategic Planning
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Finance/ Operations
University of Central Florida 2004 — 2008
B.S.B.A., Business Management
Regions Financial Corporation June 2013 - Present
City of Maitland March 2011 - Present
Enterprise Rent-A-Car July 2012 - June 2013
Enterprise Rent-A-Car September 2011 - July 2012
Quest, Inc December 2008 - August 2011
Global Asset Management Group January 2011 - July 2011
Schenck Company September 2009 - December 2009
Ameriprise Financial June 2009 - August 2009
Orlando Lakemont Elementary September 2008 - December 2008
IT Consortium 2007 - 2007
Skills
Strategic Planning
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Finance/ Operations
University of Central Florida 2004 — 2008
B.S.B.A., Business Management
Andrew T. Rich Andrew T. Rich's Ameriprise Financial Experience July 2010 - June 2012
Job Independent Business Owner at Self Employed
Industry Insurance
Experience
Self Employed February 2014 - Present
Wall Street Financial Group January 2013 - February 2014
Applebee's June 2012 - January 2013
Ameriprise Financial July 2010 - June 2012
MassMutual Financial Group May 2010 - July 2010
Self-Employed February 2010 - July 2010
Combined Insurance August 2009 - February 2010
The William Seward Inn July 2009 - August 2009
Bob Evans August 2006 - August 2009
David Nachbar/Richard Dollinger State Senate Campaign June 2008 - August 2008
Skills
Customer Service, Leadership, Sales, Life Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Satisfaction
Education
State University of New York College at Fredonia 2006 — 2009
B.A., Interdisciplinary Studies: Music Business
University of Nottingham 2008 — 2008
Roberts Wesleyan College 2005 — 2006
Self Employed February 2014 - Present
Wall Street Financial Group January 2013 - February 2014
Applebee's June 2012 - January 2013
Ameriprise Financial July 2010 - June 2012
MassMutual Financial Group May 2010 - July 2010
Self-Employed February 2010 - July 2010
Combined Insurance August 2009 - February 2010
The William Seward Inn July 2009 - August 2009
Bob Evans August 2006 - August 2009
David Nachbar/Richard Dollinger State Senate Campaign June 2008 - August 2008
Skills
Customer Service, Leadership, Sales, Life Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Satisfaction
Education
State University of New York College at Fredonia 2006 — 2009
B.A., Interdisciplinary Studies: Music Business
University of Nottingham 2008 — 2008
Roberts Wesleyan College 2005 — 2006
Adam Phenow Adam Phenow's Ameriprise Financial Experience November 2007 - December 2011
Job Business Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
UnitedHealth Group January 2012 - May 2013
St. Vincent de Paul Harvest Festival 2005 - 2013
Ameriprise Financial November 2007 - December 2011
Ameriprise Financial March 2006 - November 2007
American Express Financial Advisors July 2005 - March 2006
American Express Financial Advisors July 2002 - July 2005
American Express Financial Advisors August 2001 - July 2002
Maple Grove Parks and Recreation 1997 - 2001
Skills
Software Documentation, Business Process, Visio, Six Sigma, Insurance, Process Improvement, Team Building, Project Management, Call Center, Requirements Gathering, Vendor Management, Training, Relationship Management, Financial Services, Change Management, Software Development, Requirements Analysis, Integration, Series 7, Business Requirements, SDLC, Strategic Planning, Leadership, Business Process..., User Acceptance Testing, Analysis, Fixed Annuities, SharePoint, PMO, Customer Service, Business Analysis
Education
Saint John's University 1997 — 2001
B.A., Political Science, Communication
RBC Wealth Management June 2013 - Present
UnitedHealth Group January 2012 - May 2013
St. Vincent de Paul Harvest Festival 2005 - 2013
Ameriprise Financial November 2007 - December 2011
Ameriprise Financial March 2006 - November 2007
American Express Financial Advisors July 2005 - March 2006
American Express Financial Advisors July 2002 - July 2005
American Express Financial Advisors August 2001 - July 2002
Maple Grove Parks and Recreation 1997 - 2001
Skills
Software Documentation, Business Process, Visio, Six Sigma, Insurance, Process Improvement, Team Building, Project Management, Call Center, Requirements Gathering, Vendor Management, Training, Relationship Management, Financial Services, Change Management, Software Development, Requirements Analysis, Integration, Series 7, Business Requirements, SDLC, Strategic Planning, Leadership, Business Process..., User Acceptance Testing, Analysis, Fixed Annuities, SharePoint, PMO, Customer Service, Business Analysis
Education
Saint John's University 1997 — 2001
B.A., Political Science, Communication
Michael Johnston, MBA, CPIM, ABCP Michael Johnston, MBA, CPIM, ABCP's Ameriprise Financial Experience April 1998 - December 2008
Job Performance Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Fifth Third Bank May 2010 - April 2012
Minnesota Life January 2009 - July 2009
Ameriprise Financial April 1998 - December 2008
Ameriprise Financial Services, Inc. April 1988 - December 2008
Ecolab 1981 - 1987
Ecolab 1981 - 1986
LaMaur 1979 - 1983
Skills
Instructional Design, E-learning, Team Building, Business Analysis, Planning, Project Planning, Project Management, Training, Leadership, Management, Contract Negotiation, E-Learning, Consulting, Program Management, Coaching
Education
University of St. Thomas 1980 — 1981
MBA, Operations Management
Saint Louis University 1972 — 1975
BS, Finance
Fidelity Investments May 2012 - Present
Fifth Third Bank May 2010 - April 2012
Minnesota Life January 2009 - July 2009
Ameriprise Financial April 1998 - December 2008
Ameriprise Financial Services, Inc. April 1988 - December 2008
Ecolab 1981 - 1987
Ecolab 1981 - 1986
LaMaur 1979 - 1983
Skills
Instructional Design, E-learning, Team Building, Business Analysis, Planning, Project Planning, Project Management, Training, Leadership, Management, Contract Negotiation, E-Learning, Consulting, Program Management, Coaching
Education
University of St. Thomas 1980 — 1981
MBA, Operations Management
Saint Louis University 1972 — 1975
BS, Finance
Bob Filipczak's Ameriprise Financial Experience 2007 - February 2009
Job Social Media Coordinator at Mn/DOT
Industry Writing and Editing
Experience
Mn/DOT April 2009 - Present
Ameriprise Financial 2007 - February 2009
Capella December 2005 - June 2007
College of Saint Benedict/Saint John's University October 2002 - May 2005
Woodworkers Journal February 2000 - November 2001
Piper Jaffray 1998 - 1999
Training Magazine February 1987 - January 1998
Skills
Writing, Web Content, Journalism, Multimedia, Newsletters, Marketing Communications, Dreamweaver, Editing, Email Marketing, Copywriting, Online Marketing, Public Relations, Social Media Marketing, Social Media, Corporate Communications, Video Editing, PowerPoint, Social Networking, Facebook, Public Speaking, Internal Communications, Media Relations, Content Strategy, Content Development, Proofreading, User Experience, Blogging, Marketing, Strategic Communications, Video, Publications
Education
Saint John's University 1980 — 1984
BA, English
Mn/DOT April 2009 - Present
Ameriprise Financial 2007 - February 2009
Capella December 2005 - June 2007
College of Saint Benedict/Saint John's University October 2002 - May 2005
Woodworkers Journal February 2000 - November 2001
Piper Jaffray 1998 - 1999
Training Magazine February 1987 - January 1998
Skills
Writing, Web Content, Journalism, Multimedia, Newsletters, Marketing Communications, Dreamweaver, Editing, Email Marketing, Copywriting, Online Marketing, Public Relations, Social Media Marketing, Social Media, Corporate Communications, Video Editing, PowerPoint, Social Networking, Facebook, Public Speaking, Internal Communications, Media Relations, Content Strategy, Content Development, Proofreading, User Experience, Blogging, Marketing, Strategic Communications, Video, Publications
Education
Saint John's University 1980 — 1984
BA, English
Steven Wahlberg Steven Wahlberg's Ameriprise Financial Experience March 2006 - February 2007
Job Independent Business Owner at VoiceByWahlberg
Industry Professional Training & Coaching
Experience
YHB Investment Advisors, Inc. March 2007 - June 2008
Ameriprise Financial March 2006 - February 2007
Bank of America March 2005 - February 2006
Smith Barney March 2003 - February 2005
Crossroadstrading July 1980 - February 2003
Skills
Public Speaking, Investments, Strategic Planning, E-Learning, Business Strategy, Coaching, Small Business, Voice Over, Financial Analysis, Voice Acting, Narration, Customer Service, Marketing, Management, Sales, Business Planning, Entrepreneurship, Leadership Development, Training, Public Relations, Leadership, Presenter, Organizational..., Management Consulting, Strategy, Team Building, Studio Recording
Education
Rutgers University-New Brunswick 1975 — 1979
B.A., Psychology
FTHS 1971 — 1975
YHB Investment Advisors, Inc. March 2007 - June 2008
Ameriprise Financial March 2006 - February 2007
Bank of America March 2005 - February 2006
Smith Barney March 2003 - February 2005
Crossroadstrading July 1980 - February 2003
Skills
Public Speaking, Investments, Strategic Planning, E-Learning, Business Strategy, Coaching, Small Business, Voice Over, Financial Analysis, Voice Acting, Narration, Customer Service, Marketing, Management, Sales, Business Planning, Entrepreneurship, Leadership Development, Training, Public Relations, Leadership, Presenter, Organizational..., Management Consulting, Strategy, Team Building, Studio Recording
Education
Rutgers University-New Brunswick 1975 — 1979
B.A., Psychology
FTHS 1971 — 1975
Phil Pursino, MBA Phil Pursino, MBA's Ameriprise Financial Experience 2006 - 2008
Job Regional Account Executive at Pulse Secure
Industry Information Technology and Services
Experience
Pulse Secure July 2015 - Present
Pulse Secure January 2015 - July 2015
American Express July 2012 - January 2015
American Express January 2011 - July 2012
Peter Greenberg & Associates September 2010 - December 2010
American Express June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Ameriprise Financial 2006 - 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelors, Finance
Pulse Secure July 2015 - Present
Pulse Secure January 2015 - July 2015
American Express July 2012 - January 2015
American Express January 2011 - July 2012
Peter Greenberg & Associates September 2010 - December 2010
American Express June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Ameriprise Financial 2006 - 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelors, Finance
Kyle Schworer's Ameriprise Financial Experience July 2006 - August 2009
Job Senior Consultant at IBM Global Business Services
Industry Financial Services
Experience
IBM Global Business Services September 2011 - Present
Ameriprise Financial July 2006 - August 2009
Skills
Financial Analysis, Financial Modeling, Finance, Process Improvement, Financial Services, Visio, Business Analysis, Accounting, Business Process..., Microsoft Excel, Management Consulting, Portfolio Management, Strategic Financial..., SharePoint, Oracle, PowerPoint, Requirements Analysis, PeopleSoft, SQL, MS Project, Project Management, Master Data Management, Oracle Data..., Data Analytics, Data Integration, Metadata Management, Oracle Hyperion Smart..., Consulting, SDLC, Data Analysis, Strategy, Financial Reporting
Education
George Mason University - School of Management 2010 — 2012
Bachelor of Science, Business, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2006
Bachelor of Science, Business, Finance
Radford University - College of Business and Economics 2002 — 2004
IBM Global Business Services September 2011 - Present
Ameriprise Financial July 2006 - August 2009
Skills
Financial Analysis, Financial Modeling, Finance, Process Improvement, Financial Services, Visio, Business Analysis, Accounting, Business Process..., Microsoft Excel, Management Consulting, Portfolio Management, Strategic Financial..., SharePoint, Oracle, PowerPoint, Requirements Analysis, PeopleSoft, SQL, MS Project, Project Management, Master Data Management, Oracle Data..., Data Analytics, Data Integration, Metadata Management, Oracle Hyperion Smart..., Consulting, SDLC, Data Analysis, Strategy, Financial Reporting
Education
George Mason University - School of Management 2010 — 2012
Bachelor of Science, Business, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2006
Bachelor of Science, Business, Finance
Radford University - College of Business and Economics 2002 — 2004
Bill Bolas's Ameriprise Financial Experience July 2002 - January 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
New England Financial January 2010 - February 2013
Ameriprise Financial July 2002 - January 2010
Ameriprise Financial September 2006 - May 2009
Skills
Investments, Retirement Planning
Education
Saint Bonaventure University 1997 — 2001
BA, Accounting & Finance
Rocky River High School 1993 — 1997
Wells Fargo Advisors, LLC February 2013 - Present
New England Financial January 2010 - February 2013
Ameriprise Financial July 2002 - January 2010
Ameriprise Financial September 2006 - May 2009
Skills
Investments, Retirement Planning
Education
Saint Bonaventure University 1997 — 2001
BA, Accounting & Finance
Rocky River High School 1993 — 1997
Nicholas Sobel's Ameriprise Financial Experience April 2013 - August 2013
Job Sales & Trading Intern at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group May 2015 - August 2015
Ameriprise Financial April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Forecasting, Financial Modeling, Mac OS X, OS X, Financial Analysis, Accounting, Strategic Financial..., Financial Accounting, Morningstar, Social Media, Teamwork, Wealth Management, Finance, Asset Allocation
Education
Fairleigh Dickinson University-Florham Campus 2015 — 2015
Bachelor of Science (B.S.), Finance
Sacred Heart University 2012 — 2014
Dublin Jerome
Forte Capital Group May 2015 - August 2015
Ameriprise Financial April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Forecasting, Financial Modeling, Mac OS X, OS X, Financial Analysis, Accounting, Strategic Financial..., Financial Accounting, Morningstar, Social Media, Teamwork, Wealth Management, Finance, Asset Allocation
Education
Fairleigh Dickinson University-Florham Campus 2015 — 2015
Bachelor of Science (B.S.), Finance
Sacred Heart University 2012 — 2014
Dublin Jerome
Scott Lavold Scott Lavold's Ameriprise Financial Experience January 2002 - April 2002
Job Retired and Grandpa
Industry Financial Services
Experience
Ameriprise Financial January 2002 - April 2002
American Express Financial Advisors 1972 - 2002
IDS Financial Services 1972 - 2002
Skills
Series 7, Process Improvement, Marketing Strategy, IT Strategy, Retirement Planning, Vendor Management, Strategic Financial..., Business Analysis, Program Management, Risk Management, Financial Services, SDLC, Portfolio Management, Mergers & Acquisitions, Strategy, Cross-functional Team..., Insurance, Business Process...
Education
University of Iowa 1966 — 1968
MBA, business administration
Ripon College 1962 — 1966
BA, math
Ameriprise Financial January 2002 - April 2002
American Express Financial Advisors 1972 - 2002
IDS Financial Services 1972 - 2002
Skills
Series 7, Process Improvement, Marketing Strategy, IT Strategy, Retirement Planning, Vendor Management, Strategic Financial..., Business Analysis, Program Management, Risk Management, Financial Services, SDLC, Portfolio Management, Mergers & Acquisitions, Strategy, Cross-functional Team..., Insurance, Business Process...
Education
University of Iowa 1966 — 1968
MBA, business administration
Ripon College 1962 — 1966
BA, math
Margaret(Peg Jacobs) VanDrisse, AIRC Margaret(Peg Jacobs) VanDrisse, AIRC's Ameriprise Financial Experience July 2005 - June 2009
Job Contract Analyst/Business Analyst at RiverSource Life Insurance Company
Industry Health, Wellness and Fitness
Experience
RiverSource Life Insurance Company June 2013 - Present
Life Insurance, Health Insurance, Financial Services companies January 2013 - Present
OptumHealth October 2011 - August 2012
Allianz Life May 2010 - December 2010
Thrivent Financial for Lutherans September 2009 - April 2010
Ameriprise Financial July 2005 - June 2009
Ameriprise Financial Services, Inc. January 2001 - July 2005
Ameriprise Financial Services, Inc. 1985 - 2001
Skills
Securities Regulation, Insurance, Technical Leadership, Cross-functional Team..., Regulatory Affairs, Regulatory Guidelines, Insurance Law, Financial Services, Legal Interpretation, Claims Handling, Training, Analysis, Leadership, Auditing, Business Excellence, Business Process, Risk Management
Education
Roosevelt University
Lawyer's Assistant Certificate, Litigation
The University of North Dakota
BA, Double Major - Political Science/Pre-Law and American History
RiverSource Life Insurance Company June 2013 - Present
Life Insurance, Health Insurance, Financial Services companies January 2013 - Present
OptumHealth October 2011 - August 2012
Allianz Life May 2010 - December 2010
Thrivent Financial for Lutherans September 2009 - April 2010
Ameriprise Financial July 2005 - June 2009
Ameriprise Financial Services, Inc. January 2001 - July 2005
Ameriprise Financial Services, Inc. 1985 - 2001
Skills
Securities Regulation, Insurance, Technical Leadership, Cross-functional Team..., Regulatory Affairs, Regulatory Guidelines, Insurance Law, Financial Services, Legal Interpretation, Claims Handling, Training, Analysis, Leadership, Auditing, Business Excellence, Business Process, Risk Management
Education
Roosevelt University
Lawyer's Assistant Certificate, Litigation
The University of North Dakota
BA, Double Major - Political Science/Pre-Law and American History
Christopher Heiser Christopher Heiser's Ameriprise Financial Experience March 1994 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial March 1994 - Present
Education
Rutgers University-New Brunswick 1989 — 1993
B.A., Economics
Ameriprise Financial March 1994 - Present
Education
Rutgers University-New Brunswick 1989 — 1993
B.A., Economics
John Amerongen, PMP John Amerongen, PMP's Ameriprise Financial Experience 1999 - 2007
Job Senior Project Manager
Industry Financial Services
Experience
Merrill Corporation May 2011 - Present
Deluxe Corporation November 2010 - May 2011
Merrill Corporation May 2007 - November 2010
Ameriprise Financial 1999 - 2007
US Bank 1998 - 1999
Skills
PMP, Business Analysis, Project Management, Process Improvement, Vendor Management, SDLC
Education
Saint Mary's University of Minnesota 1986 — 1991
Merrill Corporation May 2011 - Present
Deluxe Corporation November 2010 - May 2011
Merrill Corporation May 2007 - November 2010
Ameriprise Financial 1999 - 2007
US Bank 1998 - 1999
Skills
PMP, Business Analysis, Project Management, Process Improvement, Vendor Management, SDLC
Education
Saint Mary's University of Minnesota 1986 — 1991
John Laurito CFP, CRPC John Laurito CFP, CRPC's Ameriprise Financial Experience 1994 - March 2013
Job President and CEO at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management March 2013 - Present
Penn Mutual March 2013 - Present
Ameriprise Financial 1994 - March 2013
Ameriprise Financial 1994 - 2010
Skills
Leadership, Financial Advisory, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Management, Recruiting, Finance, Asset Allocation, Leadership Development, Training, Retirement, Investment Advisory, Securities, Sales, Insurance, Financial Services, Estate Planning, Strategic Financial..., FINRA, Investment Strategies, Sales Management, Uniform Combined State...
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Concord Wealth Management March 2013 - Present
Penn Mutual March 2013 - Present
Ameriprise Financial 1994 - March 2013
Ameriprise Financial 1994 - 2010
Skills
Leadership, Financial Advisory, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Management, Recruiting, Finance, Asset Allocation, Leadership Development, Training, Retirement, Investment Advisory, Securities, Sales, Insurance, Financial Services, Estate Planning, Strategic Financial..., FINRA, Investment Strategies, Sales Management, Uniform Combined State...
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Greg Thurin, CRPC, RFC's Ameriprise Financial Experience October 1990 - Present
Job Private Wealth Advisor, Thurin, Thurin and Associates at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial October 1990 - Present
American Express Financial Advisors January 1999 - June 2003
American Express December 1991 - December 1998
Education
Saint John's University 1987 — 1989
Psychology, Psychology
Holy Cross 1985 — 1987
General
Ameriprise Financial October 1990 - Present
American Express Financial Advisors January 1999 - June 2003
American Express December 1991 - December 1998
Education
Saint John's University 1987 — 1989
Psychology, Psychology
Holy Cross 1985 — 1987
General
Anna Lowe, CRPC®'s Ameriprise Financial Experience 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
Skills
Retirement Planning, Saving for Education, Protection..., Wealth Accumulation, IRAs, Investment Advisory, Asset Allocation
Education
Saint Leo University
Bachelor's degree, Finance and Marketing
Ameriprise Financial 2008 - Present
Skills
Retirement Planning, Saving for Education, Protection..., Wealth Accumulation, IRAs, Investment Advisory, Asset Allocation
Education
Saint Leo University
Bachelor's degree, Finance and Marketing
Chad Pannell Chad Pannell's Ameriprise Financial Experience March 2009 - Present
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2002 - March 2009
Quick & Reilly March 2001 - March 2002
Credit Suisse January 2000 - March 2001
Ferguson Enterprises 1998 - 1999
Education
Radford University - College of Business and Economics 1994 — 1998
Bachelor of Science, Finance
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2002 - March 2009
Quick & Reilly March 2001 - March 2002
Credit Suisse January 2000 - March 2001
Ferguson Enterprises 1998 - 1999
Education
Radford University - College of Business and Economics 1994 — 1998
Bachelor of Science, Finance
Jim McGlone Jim McGlone's Ameriprise Financial Experience October 1995 - February 2007
Job CFP, MSFS, Senior Partner, Kerntke Otto McGlone Wealth Management Group
Industry Financial Services
Experience
Kerntke Otto McGlone Wealth Management Group February 2007 - Present
Ameriprise Financial October 1995 - February 2007
Skills
Finance, Investments, Risk Management, Financial Advisory, Certified Financial..., Wealth Management, Financial Services, Retirement Planning, Personal Finance, Financial Planning, Retirement, Estate Planning, Investment Advisory
Education
The American College 2008 — 2010
MS, Financial Services
Ripon College 1989 — 1993
BA, Economics, Business, Math
Kerntke Otto McGlone Wealth Management Group February 2007 - Present
Ameriprise Financial October 1995 - February 2007
Skills
Finance, Investments, Risk Management, Financial Advisory, Certified Financial..., Wealth Management, Financial Services, Retirement Planning, Personal Finance, Financial Planning, Retirement, Estate Planning, Investment Advisory
Education
The American College 2008 — 2010
MS, Financial Services
Ripon College 1989 — 1993
BA, Economics, Business, Math
David Gioffreda David Gioffreda's Ameriprise Financial Experience May 1994 - Present
Job CFS® Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial May 1994 - Present
Education
Roger Williams University 1979 — 1981
B.S., Accounting/Finance
Community College of Rhode Island 1974 — 1976
A.S.Accounting
Ameriprise Financial May 1994 - Present
Education
Roger Williams University 1979 — 1981
B.S., Accounting/Finance
Community College of Rhode Island 1974 — 1976
A.S.Accounting
Homer Dansby's Ameriprise Financial Experience 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2000 - Present
Commerce Welding & Manufacturing Co. 1998 - 1999
LDI, Inc. 1984 - 1997
Arthur Andersen & Co. 1970 - 1984
United States Air Force 1963 - 1968
Education
Wichita State University 1968 — 1970
MBA
Saint Louis University 1964 — 1965
None, Special Program for Meterology
Troy University 1959 — 1963
BS, Mathmatics & Psychology
Ameriprise Financial 2000 - Present
Commerce Welding & Manufacturing Co. 1998 - 1999
LDI, Inc. 1984 - 1997
Arthur Andersen & Co. 1970 - 1984
United States Air Force 1963 - 1968
Education
Wichita State University 1968 — 1970
MBA
Saint Louis University 1964 — 1965
None, Special Program for Meterology
Troy University 1959 — 1963
BS, Mathmatics & Psychology
Allyson Procaccini Allyson Procaccini's Ameriprise Financial Experience July 2006 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2006 - Present
Smith Barney Citigroup April 2004 - July 2006
Morgan Stanley Alternative Investment Partners April 2003 - April 2004
Education
Saint Joseph's University 1998 — 2002
B.S., Marketing
Ameriprise Financial July 2006 - Present
Smith Barney Citigroup April 2004 - July 2006
Morgan Stanley Alternative Investment Partners April 2003 - April 2004
Education
Saint Joseph's University 1998 — 2002
B.S., Marketing
Lee Dimon, CFP® Lee Dimon, CFP®'s Ameriprise Financial Experience December 1992 - Present
Job Financial Advisor with the practice of MaryAnn Bunting, CFP®
Industry Financial Services
Experience
Ameriprise Financial December 1992 - Present
Connecticut Business Systems May 1987 - December 1992
Education
Sacred Heart University 2007 — 2009
BS, Finance, Summa Cum Laude
Ameriprise Financial December 1992 - Present
Connecticut Business Systems May 1987 - December 1992
Education
Sacred Heart University 2007 — 2009
BS, Finance, Summa Cum Laude
Cathy Camann, PMP, CSM Cathy Camann, PMP, CSM's Ameriprise Financial Experience 1996 - 2010
Job Delivery Manager / Program Manager for NTT Data Inc
Industry Information Technology and Services
Experience
BCBSNC 2012 - Present
NTT Data Corporation November 2011 - Present
Keane for Cisco June 2007 - February 2012
Archwood Builders 2010 - 2010
Equity Services, Inc. 2008 - 2010
Ameriprise Financial 1996 - 2010
Meca Properties, LLC 1995 - 2010
Keane June 2007 - November 2007
General Parts Inc November 2005 - June 2007
Compuware 1998 - 2005
Skills
PMO, PMP, SDLC, Program Management, Agile Methodologies, Agile Project Management, Business Analysis, Business Process..., Cloud Computing, Enterprise Architecture, IT Outsourcing, IT Service Management, IT Strategy, Integration, Process Improvement, Project Delivery, Project Management, Project Portfolio..., Quality Assurance, Requirements Analysis, Requirements Gathering, Resource Management, Software Development, Software Project..., Vendor Management
Education
Rensselaer Polytechnic Institute 1981 — 1985
BS, Computer Science, Management, German
BCBSNC 2012 - Present
NTT Data Corporation November 2011 - Present
Keane for Cisco June 2007 - February 2012
Archwood Builders 2010 - 2010
Equity Services, Inc. 2008 - 2010
Ameriprise Financial 1996 - 2010
Meca Properties, LLC 1995 - 2010
Keane June 2007 - November 2007
General Parts Inc November 2005 - June 2007
Compuware 1998 - 2005
Skills
PMO, PMP, SDLC, Program Management, Agile Methodologies, Agile Project Management, Business Analysis, Business Process..., Cloud Computing, Enterprise Architecture, IT Outsourcing, IT Service Management, IT Strategy, Integration, Process Improvement, Project Delivery, Project Management, Project Portfolio..., Quality Assurance, Requirements Analysis, Requirements Gathering, Resource Management, Software Development, Software Project..., Vendor Management
Education
Rensselaer Polytechnic Institute 1981 — 1985
BS, Computer Science, Management, German
Christopher Rawson, CFP® Christopher Rawson, CFP®'s Ameriprise Financial Experience October 2001 - October 2009
Job Financial Consultant at Investment Professionals Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. October 2009 - Present
Ameriprise Financial October 2001 - October 2009
Red Bull August 1999 - August 2001
Skills
Wealth Accumulation, Options, Protection..., Retirement Planning, Estate Planning, Financial Planning, Asset Management, Charitable Giving..., Long Term Care, Financial Advisory, Strategic Financial..., Investment Strategies, Strategy, Mutual Funds, Asset Managment, Retirement, Series 7, Long-term Care, Investment Advisory, Finance, Investments, Asset Allocation, Wealth Management, Securities, Fixed Annuities, Wealth Management..., 401k, Uniform Combined State..., Financial Planners, Series 63, Series 65, Wealth, FINRA, IRAs, 401k Rollovers, Alternative Investments, Portfolio Management, Bonds, Pensions, Life Insurance, Financial Services, Equities, Investment Management
Education
Rice University 2009 — 2009
Certification Education Program, Financial Planning
University of Wisconsin-Madison 1997 — 2001
BA, Economics
Horace Greeley 1993 — 1997
Investment Professionals, Inc. October 2009 - Present
Ameriprise Financial October 2001 - October 2009
Red Bull August 1999 - August 2001
Skills
Wealth Accumulation, Options, Protection..., Retirement Planning, Estate Planning, Financial Planning, Asset Management, Charitable Giving..., Long Term Care, Financial Advisory, Strategic Financial..., Investment Strategies, Strategy, Mutual Funds, Asset Managment, Retirement, Series 7, Long-term Care, Investment Advisory, Finance, Investments, Asset Allocation, Wealth Management, Securities, Fixed Annuities, Wealth Management..., 401k, Uniform Combined State..., Financial Planners, Series 63, Series 65, Wealth, FINRA, IRAs, 401k Rollovers, Alternative Investments, Portfolio Management, Bonds, Pensions, Life Insurance, Financial Services, Equities, Investment Management
Education
Rice University 2009 — 2009
Certification Education Program, Financial Planning
University of Wisconsin-Madison 1997 — 2001
BA, Economics
Horace Greeley 1993 — 1997
Lee Harris, CRPC Lee Harris, CRPC's Ameriprise Financial Experience September 1989 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1989 - Present
Chicago Board of Education January 1994 - January 1998
Education
Roosevelt University 1978 — 1981
Bachelor of General Studies, Business
Ameriprise Financial September 1989 - Present
Chicago Board of Education January 1994 - January 1998
Education
Roosevelt University 1978 — 1981
Bachelor of General Studies, Business
Carla Ramsey Carla Ramsey's Ameriprise Financial Experience January 2005 - July 2007
Job PCG Registered Client Associate at Gummow Wealth Advisory Services of Wells Fargo
Industry Investment Management
Experience
Gummow Wealth Advisory Services at Wells Fargo Advisors September 2015 - Present
RBC Wealth Management March 2013 - Present
Bates Securities, Inc. February 2010 - March 2013
RSM McGladrey July 2007 - February 2009
Ameriprise Financial January 2005 - July 2007
Rockford Area Convention & Visitors Bureau September 2002 - May 2004
Skills
Strategy, Research, Marketing, Asset Allocation, Investments, Finance, Portfolio Management, Project Planning, Financial Analysis, Insurance, Analysis
Education
Rockford College 2010 — 2013
Bachelor of Science, Management Studies, 3.81
Rock Valley College 1996 — 2000
AA, General Studies
Gummow Wealth Advisory Services at Wells Fargo Advisors September 2015 - Present
RBC Wealth Management March 2013 - Present
Bates Securities, Inc. February 2010 - March 2013
RSM McGladrey July 2007 - February 2009
Ameriprise Financial January 2005 - July 2007
Rockford Area Convention & Visitors Bureau September 2002 - May 2004
Skills
Strategy, Research, Marketing, Asset Allocation, Investments, Finance, Portfolio Management, Project Planning, Financial Analysis, Insurance, Analysis
Education
Rockford College 2010 — 2013
Bachelor of Science, Management Studies, 3.81
Rock Valley College 1996 — 2000
AA, General Studies
Duncan Shannon's Ameriprise Financial Experience September 2006 - July 2007
Job Senior PreSales Systems Engineer at EMC
Industry Information Technology and Services
Experience
EMC January 2013 - Present
MoneyGram International January 2012 - December 2012
Ameriprise Financial Services, Inc. September 2009 - January 2012
Long Lake Volunteer Fire Department September 2009 - July 2011
Ameriprise Financial, Inc. July 2007 - September 2009
Ameriprise Financial September 2006 - July 2007
Techfluent October 2005 - September 2006
Premier Technologies, Inc November 2001 - October 2005
Open Ratings 2000 - 2001
Members Connect (eGrad) 1999 - 2000
Skills
Strategic Planning, Team Building, Project Delivery, PowerVM, Wintel, VMware, Process Improvement, AIX, Architecture, Enterprise Architecture, Data Center, Reference Architecture, Integration, Vendor Management, Storage, Virtualization, Project Management, Cloud Computing, SDLC, High Availability, Program Management, VMware Infrastructure, Enterprise Software, Solution Architecture, SOA, ITIL, SAN, Technical Architecture, Governance, Infrastructure, Leadership, Unix, IT Strategy, Disaster Recovery, Business Intelligence, IT Service Management, Business Continuity, Management, Servers, Pre-sales, Consulting, Requirements Analysis
Education
St. John's University 1995 — 1999
Bacherlors, Computer Science
College International de Cannes 1996 — 1996
French Language, Literature and History
Northfield High School 1991 — 1995
Continuing Technical Education
Various Technical
Other Continuing Education
Volunteer and Community
EMC January 2013 - Present
MoneyGram International January 2012 - December 2012
Ameriprise Financial Services, Inc. September 2009 - January 2012
Long Lake Volunteer Fire Department September 2009 - July 2011
Ameriprise Financial, Inc. July 2007 - September 2009
Ameriprise Financial September 2006 - July 2007
Techfluent October 2005 - September 2006
Premier Technologies, Inc November 2001 - October 2005
Open Ratings 2000 - 2001
Members Connect (eGrad) 1999 - 2000
Skills
Strategic Planning, Team Building, Project Delivery, PowerVM, Wintel, VMware, Process Improvement, AIX, Architecture, Enterprise Architecture, Data Center, Reference Architecture, Integration, Vendor Management, Storage, Virtualization, Project Management, Cloud Computing, SDLC, High Availability, Program Management, VMware Infrastructure, Enterprise Software, Solution Architecture, SOA, ITIL, SAN, Technical Architecture, Governance, Infrastructure, Leadership, Unix, IT Strategy, Disaster Recovery, Business Intelligence, IT Service Management, Business Continuity, Management, Servers, Pre-sales, Consulting, Requirements Analysis
Education
St. John's University 1995 — 1999
Bacherlors, Computer Science
College International de Cannes 1996 — 1996
French Language, Literature and History
Northfield High School 1991 — 1995
Continuing Technical Education
Various Technical
Other Continuing Education
Volunteer and Community
Les Bendtsen Les Bendtsen's Ameriprise Financial Experience August 2010 - Present
Job Marketing & Communications Professional; Financial Services
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
Ameriprise Financial October 2006 - July 2010
THRIVENT FINANCIAL January 2004 - April 2005
THRIVENT FINANCIAL October 1985 - April 2005
LUTHERAN BROTHERHOOD January 1996 - February 2002
Skills
Strategic Communications, Communications..., Marketing segmentation..., Financial products..., Communications..., Communication Training, Marketing Strategy, Fixed Annuities, Marketing, Financial Services, Training, Corporate Communications, Finance, Integrated Marketing, Marketing Communications, Internal Communications, Mutual Funds, Media Relations, Series 7, Time Management, Strategy, Retirement, Organizational..., Budgets
Education
Saint John's University 1980 — 1983
Bachelor of Arts, Political Science
Ameriprise Financial August 2010 - Present
Ameriprise Financial October 2006 - July 2010
THRIVENT FINANCIAL January 2004 - April 2005
THRIVENT FINANCIAL October 1985 - April 2005
LUTHERAN BROTHERHOOD January 1996 - February 2002
Skills
Strategic Communications, Communications..., Marketing segmentation..., Financial products..., Communications..., Communication Training, Marketing Strategy, Fixed Annuities, Marketing, Financial Services, Training, Corporate Communications, Finance, Integrated Marketing, Marketing Communications, Internal Communications, Mutual Funds, Media Relations, Series 7, Time Management, Strategy, Retirement, Organizational..., Budgets
Education
Saint John's University 1980 — 1983
Bachelor of Arts, Political Science
Patrick Tibbits Patrick Tibbits's Ameriprise Financial Experience 1994 - 2010
Job Finite Element, Fatigue, Statistical, Numerical, and Failure Analysis
Industry Mechanical or Industrial Engineering
Experience
Cobham Mission Systems November 2011 - Present
Army Research Lab May 2010 - July 2011
Stanley Associates November 2009 - May 2010
Ameriprise Financial 1994 - 2010
Qualis Corporation July 2007 - October 2009
Life Fitness 2005 - 2007
Life Fitness a Brunswick Company 2005 - 2007
EPT a division of Emerson Electric 1994 - 2005
Emerson Power Transmission January 1993 - May 2004
Center for Naval Analyses January 1989 - August 1991
Skills
Finite Element Analysis, Statistics, Applied Mathematics, ANSYS, Materials Science, Testing, Engineering, Matlab, Six Sigma, Product Design, MS Project, Materials, Aerospace, Failure Analysis, Modeling, Engineering Management, Product Development, Manufacturing
Education
Rice University 1980 — 1988
Ph.D., Materials Science
Greenwood
Cobham Mission Systems November 2011 - Present
Army Research Lab May 2010 - July 2011
Stanley Associates November 2009 - May 2010
Ameriprise Financial 1994 - 2010
Qualis Corporation July 2007 - October 2009
Life Fitness 2005 - 2007
Life Fitness a Brunswick Company 2005 - 2007
EPT a division of Emerson Electric 1994 - 2005
Emerson Power Transmission January 1993 - May 2004
Center for Naval Analyses January 1989 - August 1991
Skills
Finite Element Analysis, Statistics, Applied Mathematics, ANSYS, Materials Science, Testing, Engineering, Matlab, Six Sigma, Product Design, MS Project, Materials, Aerospace, Failure Analysis, Modeling, Engineering Management, Product Development, Manufacturing
Education
Rice University 1980 — 1988
Ph.D., Materials Science
Greenwood
Sean Nilsen Sean Nilsen's Ameriprise Financial Experience 2004 - 2005
Job Director of Application Consulting
Industry Information Technology and Services
Experience
Aston Technologies October 2013 - Present
Thomson Reuters November 2009 - October 2013
eLoyalty April 2009 - November 2009
BestBuy January 2006 - April 2009
TEKsystems 2006 - April 2009
Best Buy 2006 - April 2009
Aston Technologies February 2007 - April 2008
Ameriprise Financial 2004 - 2005
Ameriprise Financial Advisors 2003 - 2005
American Express 2003 - 2004
Skills
Cisco, VoIP, Call Center, Avaya, Operating Systems, Contact Center Design, Enterprise Architecture, Cisco ICM, Cisco CVP, Cisco UCCE, Cisco Call Manager, Cisco Unity, Cisco IPIVR, Cisco CUPS, Cisco CUSP, Mitel PBX, Avaya PBX, Nortel PBX, IVR, Cisco Technologies, Unified Communications, Call Centers, Project Management, CTI, Network Engineering, Telephony, Customer Experience, Leadership, Visio, Data Center, Vendor Management, Infrastructure, Disaster Recovery, Databases, System Deployment, Troubleshooting, Cloud Computing, Management, ITIL, VXML, Avaya Technologies, Integration, Telecommunications, Networking, Information Technology, Process Improvement, Contact Centers
Education
Rutgers University-New Brunswick 1991 — 1994
Rutgers University-New Brunswick 1991 — 1993
Aston Technologies October 2013 - Present
Thomson Reuters November 2009 - October 2013
eLoyalty April 2009 - November 2009
BestBuy January 2006 - April 2009
TEKsystems 2006 - April 2009
Best Buy 2006 - April 2009
Aston Technologies February 2007 - April 2008
Ameriprise Financial 2004 - 2005
Ameriprise Financial Advisors 2003 - 2005
American Express 2003 - 2004
Skills
Cisco, VoIP, Call Center, Avaya, Operating Systems, Contact Center Design, Enterprise Architecture, Cisco ICM, Cisco CVP, Cisco UCCE, Cisco Call Manager, Cisco Unity, Cisco IPIVR, Cisco CUPS, Cisco CUSP, Mitel PBX, Avaya PBX, Nortel PBX, IVR, Cisco Technologies, Unified Communications, Call Centers, Project Management, CTI, Network Engineering, Telephony, Customer Experience, Leadership, Visio, Data Center, Vendor Management, Infrastructure, Disaster Recovery, Databases, System Deployment, Troubleshooting, Cloud Computing, Management, ITIL, VXML, Avaya Technologies, Integration, Telecommunications, Networking, Information Technology, Process Improvement, Contact Centers
Education
Rutgers University-New Brunswick 1991 — 1994
Rutgers University-New Brunswick 1991 — 1993
Sarab Shamoon-Springer Sarab Shamoon-Springer's Ameriprise Financial Experience April 2008 - June 2010
Job Assistant Vice President, Financial Planning Training Consultant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management February 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - January 2013
Morgan Stanley Smith Barney June 2010 - June 2012
Ameriprise Financial April 2008 - June 2010
Skills
Mutual Funds, Retirement Planning, Investments, Series 7, Series 63, Asset Allocation, IRAs, Sales, Sales Operations, Wealth Management, Strategic Financial..., Asset Management, Financial Advisory, Portfolio Management, Securities, Retirement, Asset Managment, Wealth Management..., Financial Services, Finance, Equities, Wealth
Education
Rutgers University-New Brunswick 2002 — 2006
BA
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management February 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - January 2013
Morgan Stanley Smith Barney June 2010 - June 2012
Ameriprise Financial April 2008 - June 2010
Skills
Mutual Funds, Retirement Planning, Investments, Series 7, Series 63, Asset Allocation, IRAs, Sales, Sales Operations, Wealth Management, Strategic Financial..., Asset Management, Financial Advisory, Portfolio Management, Securities, Retirement, Asset Managment, Wealth Management..., Financial Services, Finance, Equities, Wealth
Education
Rutgers University-New Brunswick 2002 — 2006
BA
Justin Brandt's Ameriprise Financial Experience June 2008 - August 2008
Job Senior Strategy Analyst at Levi Strauss & Co.
Industry Retail
Experience
Levi Strauss & Co. November 2014 - Present
Levi's XX February 2013 - November 2014
Levi's Brand Finance May 2012 - February 2013
UnitedHealth Group September 2009 - May 2012
Ameriprise Financial June 2008 - August 2008
Skills
Microsoft Excel, Budgeting, Forecasting, Pricing Analysis, Capital Budgeting, Workforce Planning, Essbase, SAP, Hyperion HFM, Variance Analysis, Analysis, Strategic Financial..., Budgets, Financial Analysis, Financial Reporting, Strategic Planning, Financial Planning, Strategy
Education
Saint John's University 2006 — 2009
Levi Strauss & Co. November 2014 - Present
Levi's XX February 2013 - November 2014
Levi's Brand Finance May 2012 - February 2013
UnitedHealth Group September 2009 - May 2012
Ameriprise Financial June 2008 - August 2008
Skills
Microsoft Excel, Budgeting, Forecasting, Pricing Analysis, Capital Budgeting, Workforce Planning, Essbase, SAP, Hyperion HFM, Variance Analysis, Analysis, Strategic Financial..., Budgets, Financial Analysis, Financial Reporting, Strategic Planning, Financial Planning, Strategy
Education
Saint John's University 2006 — 2009
Lori Melling Lori Melling's Ameriprise Financial Experience November 1999 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 1999 - Present
Education
Rockford University 1997 — 1999
Bachelor of Science, Business Administration
Rock Valley College 1995 — 1997
Associate of Arts (AA)
Ameriprise Financial November 1999 - Present
Education
Rockford University 1997 — 1999
Bachelor of Science, Business Administration
Rock Valley College 1995 — 1997
Associate of Arts (AA)
Kelly Randolph Kelly Randolph's Ameriprise Financial Experience May 2010 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Education
Regis University 2006 — 2010
MBA, Finance & Accounting
University of Tennessee-Knoxville
Ameriprise Financial May 2010 - Present
Education
Regis University 2006 — 2010
MBA, Finance & Accounting
University of Tennessee-Knoxville
Kristin Szostak Kristin Szostak's Ameriprise Financial Experience 2004 - 2006
Job Program Director at NHS Human Services
Industry Mental Health Care
Experience
NHS Human Services August 2015 - Present
NHS Human Services June 2015 - August 2015
NHS Human Services July 2014 - June 2015
Soar Corp Recovery Center December 2013 - May 2014
Girard Medical Center March 2011 - December 2013
North Philadelphia Health System May 2008 - March 2011
Northeast Community Center July 2006 - May 2008
Big Brothers Big Sisters of November 2005 - May 2006
Ameriprise Financial 2004 - 2006
Bancroft Neurohealth June 2001 - July 2003
Skills
Co-occurring Disorders, Interventions, Therapists, Mental Health, Treatment, Psychology, Crisis Intervention, Clinical Research, Case Managment, CBT, Adults, Social Services, Addictions, Psychotherapy, Mental Health Counseling, Healthcare, Dual Diagnosis, Psychological Assessment, Adolescents, Motivational..., Addiction Recovery, Clinical Supervision, Anger Management, Family Therapy, Post Traumatic Stress, Case Management
Education
LaSalle University 2006 — 2010
Master of Arts (M.A.), Clinical/Counseling Psychology
Rutgers, The State University of New Jersey-Camden 2003 — 2006
Bachelor of Arts (B.A.), Psychology
Burlington County College 2001 — 2003
Associate of Arts (A.A.), Psychology
NHS Human Services August 2015 - Present
NHS Human Services June 2015 - August 2015
NHS Human Services July 2014 - June 2015
Soar Corp Recovery Center December 2013 - May 2014
Girard Medical Center March 2011 - December 2013
North Philadelphia Health System May 2008 - March 2011
Northeast Community Center July 2006 - May 2008
Big Brothers Big Sisters of November 2005 - May 2006
Ameriprise Financial 2004 - 2006
Bancroft Neurohealth June 2001 - July 2003
Skills
Co-occurring Disorders, Interventions, Therapists, Mental Health, Treatment, Psychology, Crisis Intervention, Clinical Research, Case Managment, CBT, Adults, Social Services, Addictions, Psychotherapy, Mental Health Counseling, Healthcare, Dual Diagnosis, Psychological Assessment, Adolescents, Motivational..., Addiction Recovery, Clinical Supervision, Anger Management, Family Therapy, Post Traumatic Stress, Case Management
Education
LaSalle University 2006 — 2010
Master of Arts (M.A.), Clinical/Counseling Psychology
Rutgers, The State University of New Jersey-Camden 2003 — 2006
Bachelor of Arts (B.A.), Psychology
Burlington County College 2001 — 2003
Associate of Arts (A.A.), Psychology
Melinda Aydin Coban's Ameriprise Financial Experience June 2006 - July 2007
Job Senior Account Executive at Sparkroom
Industry Marketing and Advertising
Experience
Sparkroom July 2007 - Present
Ameriprise Financial June 2006 - July 2007
Skills
Lead Generation, Online Advertising, Affiliate Marketing, PPC, Interactive Marketing, Web Analytics, Account Management, Advertising, Advertising Sales, Analytics, B2B, B2B Marketing, Brand Development, Brand Management, CRM, Campaign Management, Conversion Optimization, Customer Acquisition, Database Marketing, Digital Marketing, Digital Media, Digital Strategy, Direct Marketing, Display Advertising, DoubleClick, E-commerce, Email Marketing, Google Adwords, Google Analytics, Integrated Marketing, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Media Buying, Media Planning, Mobile Advertising, Mobile Marketing, Omniture, Online Lead Generation, Online Marketing, Organic Search, SEM, SEO, Salesforce.com, Social Media Marketing, Social Media Measurement, Strategic Partnerships, Web Marketing
Education
Ramapo College of New Jersey 2003 — 2007
Bachelor of Science (BS), Business Administration-Marketing
Ramapo College of New Jersey
Sparkroom July 2007 - Present
Ameriprise Financial June 2006 - July 2007
Skills
Lead Generation, Online Advertising, Affiliate Marketing, PPC, Interactive Marketing, Web Analytics, Account Management, Advertising, Advertising Sales, Analytics, B2B, B2B Marketing, Brand Development, Brand Management, CRM, Campaign Management, Conversion Optimization, Customer Acquisition, Database Marketing, Digital Marketing, Digital Media, Digital Strategy, Direct Marketing, Display Advertising, DoubleClick, E-commerce, Email Marketing, Google Adwords, Google Analytics, Integrated Marketing, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Media Buying, Media Planning, Mobile Advertising, Mobile Marketing, Omniture, Online Lead Generation, Online Marketing, Organic Search, SEM, SEO, Salesforce.com, Social Media Marketing, Social Media Measurement, Strategic Partnerships, Web Marketing
Education
Ramapo College of New Jersey 2003 — 2007
Bachelor of Science (BS), Business Administration-Marketing
Ramapo College of New Jersey
Dan Stefaniak, MBC's Ameriprise Financial Experience 2007 - 2010
Job Vice President of Marketing
Industry Marketing and Advertising
Experience
Avtex Solutions, LLC March 2015 - Present
Magenic October 2012 - March 2015
Schermer August 2010 - October 2012
Ameriprise Financial 2007 - 2010
Allianz Life 2004 - 2007
Lawson Software 2002 - 2004
Clear Channel Communications September 2001 - 2002
VeriSign (formerly Guardent) May 1998 - August 2001
Skills
Digital Marketing, Marketing Strategy, Marketing Communications, Lead Generation, Brand Development, Social Media Marketing, Interactive Marketing, B2B, Brand Management, Marketing, Integrated Marketing, Strategy, Advertising, Online Marketing, Enterprise Software, Social Media, Messaging, Market Planning, Online Advertising, Strategic Communications, Marketing Research, Digital Strategy, B2B Marketing, Management, Leadership, Demand Generation, Marketing Automation, Analytics, Brand Architecture, Marketing..., Integrated Campaign..., Brand Audit, Account Management, Brand Consultancy, Marketing Management, Advertising Management, Creative Strategy, Market Research, Strategic Planning, Brand Awareness, Budget Management, Communications Strategy, Team Leadership, Strategy Development, Business Strategy, Relationship Management, Relationship Marketing, Enterprise Mobility, SaaS, Business Intelligence
Education
University of Saint Thomas - School of Business
M.A., Business Communication (MBC)
St. John's University
B.A., Communication
Henry Sibley
Avtex Solutions, LLC March 2015 - Present
Magenic October 2012 - March 2015
Schermer August 2010 - October 2012
Ameriprise Financial 2007 - 2010
Allianz Life 2004 - 2007
Lawson Software 2002 - 2004
Clear Channel Communications September 2001 - 2002
VeriSign (formerly Guardent) May 1998 - August 2001
Skills
Digital Marketing, Marketing Strategy, Marketing Communications, Lead Generation, Brand Development, Social Media Marketing, Interactive Marketing, B2B, Brand Management, Marketing, Integrated Marketing, Strategy, Advertising, Online Marketing, Enterprise Software, Social Media, Messaging, Market Planning, Online Advertising, Strategic Communications, Marketing Research, Digital Strategy, B2B Marketing, Management, Leadership, Demand Generation, Marketing Automation, Analytics, Brand Architecture, Marketing..., Integrated Campaign..., Brand Audit, Account Management, Brand Consultancy, Marketing Management, Advertising Management, Creative Strategy, Market Research, Strategic Planning, Brand Awareness, Budget Management, Communications Strategy, Team Leadership, Strategy Development, Business Strategy, Relationship Management, Relationship Marketing, Enterprise Mobility, SaaS, Business Intelligence
Education
University of Saint Thomas - School of Business
M.A., Business Communication (MBC)
St. John's University
B.A., Communication
Henry Sibley
Jill Strickland's Ameriprise Financial Experience March 2007 - September 2012
Job Executive Administrative Assistant at Donaldson LATAM
Industry Information Technology and Services
Experience
Donaldson LATAM March 2014 - Present
Best Buy December 2012 - March 2014
Ameriprise Financial March 2007 - September 2012
Ameriprise Financial Services, Inc. March 2009 - June 2009
Skills
Outlook, Microsoft Excel, Microsoft Office, Process Improvement, Human Resources, Training, Customer Service, Administrative..., Microsoft Word, Change Management, PeopleSoft, Visio, PowerPoint, Leadership, Administrative..., Public Speaking
Education
Rasmussen College 1995 — 1996
Legal Secretary, Law
Donaldson LATAM March 2014 - Present
Best Buy December 2012 - March 2014
Ameriprise Financial March 2007 - September 2012
Ameriprise Financial Services, Inc. March 2009 - June 2009
Skills
Outlook, Microsoft Excel, Microsoft Office, Process Improvement, Human Resources, Training, Customer Service, Administrative..., Microsoft Word, Change Management, PeopleSoft, Visio, PowerPoint, Leadership, Administrative..., Public Speaking
Education
Rasmussen College 1995 — 1996
Legal Secretary, Law
Demian Mello Demian Mello's Ameriprise Financial Experience June 2000 - November 2009
Job Financial Service Professional
Industry Financial Services
Experience
BB&T December 2013 - Present
Family Heritage January 2011 - Present
Family Heritage December 2009 - Present
Ameriprise Financial June 2000 - November 2009
Combined Insurance June 1994 - November 1999
Skills
Homeowners, Time Management, Reinsurance, Long-term Care, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Critical Illness, Fixed Annuities, Health Insurance, Whole Life, Management, Universal Life, Sales Management, Team Building, Marketing
Education
Roanoke College 1990 — 1994
Roanoke College 1990 — 1994
Roanoke College 1990 — 1994
Roanoke College 1990 — 1994
ba, economics
BB&T December 2013 - Present
Family Heritage January 2011 - Present
Family Heritage December 2009 - Present
Ameriprise Financial June 2000 - November 2009
Combined Insurance June 1994 - November 1999
Skills
Homeowners, Time Management, Reinsurance, Long-term Care, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Critical Illness, Fixed Annuities, Health Insurance, Whole Life, Management, Universal Life, Sales Management, Team Building, Marketing
Education
Roanoke College 1990 — 1994
Roanoke College 1990 — 1994
Roanoke College 1990 — 1994
Roanoke College 1990 — 1994
ba, economics
Amanda Fuchs, PHR, SHRM-CP's Ameriprise Financial Experience May 2013 - Present
Job Sr. Manager Human Resources Business Partner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2013 - Present
Norton Rose Fulbright January 2005 - May 2013
Cavalry Portfolio Services 2003 - 2005
Minnesota Gastroenterology, P.A. 1998 - 2002
Skills
Employee Relations, Compensation, Professional Services, Management Development, Benefits, Securities Market, Financial Services, Human Resources, Leadership, Management, Personnel Management, Workforce Planning
Education
Saint Mary's University of Minnesota
Master’s Degree, Human Resource Management
University of Minnesota-Twin Cities 1998 — 2001
Bachelor’s Degree, Communication Studies
MoundsView
High School
Ameriprise Financial May 2013 - Present
Norton Rose Fulbright January 2005 - May 2013
Cavalry Portfolio Services 2003 - 2005
Minnesota Gastroenterology, P.A. 1998 - 2002
Skills
Employee Relations, Compensation, Professional Services, Management Development, Benefits, Securities Market, Financial Services, Human Resources, Leadership, Management, Personnel Management, Workforce Planning
Education
Saint Mary's University of Minnesota
Master’s Degree, Human Resource Management
University of Minnesota-Twin Cities 1998 — 2001
Bachelor’s Degree, Communication Studies
MoundsView
High School
Starla James Karas's Ameriprise Financial Experience January 2009 - August 2009
Job Regional Business Process Manager, Southern North America at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco June 2015 - Present
National Oilwell Varco July 2013 - Present
EsKay Entertainment August 2005 - Present
Rice University Women's Athletic Advisory Board January 2006 - Present
Rice University "R" Association July 2011 - Present
National Oilwell Varco June 2013 - July 2013
National Oilwell Varco October 2011 - June 2013
JP Morgan Chase September 2009 - December 2010
Ameriprise Financial January 2009 - August 2009
Skills
Sales&Marketing, Sales Management, Downhole Tools, Event Planning, Management, Entertainment, Risk Management, Financial Analysis, Strategic Planning, Sales, Strategic Financial..., Small Business, Investments, Time Management, Portfolio Management, Budgets, Project Management, Customer Service, Marketing, Team Building, Business Development, Leadership, Entrepreneurship
Education
Rice University 1999 — 2004
BA, Economics
National Oilwell Varco June 2015 - Present
National Oilwell Varco July 2013 - Present
EsKay Entertainment August 2005 - Present
Rice University Women's Athletic Advisory Board January 2006 - Present
Rice University "R" Association July 2011 - Present
National Oilwell Varco June 2013 - July 2013
National Oilwell Varco October 2011 - June 2013
JP Morgan Chase September 2009 - December 2010
Ameriprise Financial January 2009 - August 2009
Skills
Sales&Marketing, Sales Management, Downhole Tools, Event Planning, Management, Entertainment, Risk Management, Financial Analysis, Strategic Planning, Sales, Strategic Financial..., Small Business, Investments, Time Management, Portfolio Management, Budgets, Project Management, Customer Service, Marketing, Team Building, Business Development, Leadership, Entrepreneurship
Education
Rice University 1999 — 2004
BA, Economics
Chris Salvato Chris Salvato's Ameriprise Financial Experience September 2004 - September 2006
Job Senior Divisional Sales Director at Ameriprise FinancialRiverSource Distributors
Industry Financial Services
Experience
Ameriprise Financial-RiverSource Distributors June 2013 - Present
Ameriprise Financial-RiverSource Distributors December 2006 - June 2013
Ameriprise Financial September 2004 - September 2006
US Bank February 2002 - September 2004
Skills
Certified Financial..., Retirement Planning, Financial Planning, Customer Relations, Series 7, Coaching, Uniform Combined State..., Series 24
Education
University of Minnesota-Mankato 2008 — 2009
Certificate in Financial Planning
St. John's University 1997 — 2001
BA, Business Management
St. Thomas Academy 1992 — 1997
Ameriprise Financial-RiverSource Distributors June 2013 - Present
Ameriprise Financial-RiverSource Distributors December 2006 - June 2013
Ameriprise Financial September 2004 - September 2006
US Bank February 2002 - September 2004
Skills
Certified Financial..., Retirement Planning, Financial Planning, Customer Relations, Series 7, Coaching, Uniform Combined State..., Series 24
Education
University of Minnesota-Mankato 2008 — 2009
Certificate in Financial Planning
St. John's University 1997 — 2001
BA, Business Management
St. Thomas Academy 1992 — 1997
Lanny Olson, QPA, QKA, TGPC, QPFC, RPA Lanny Olson, QPA, QKA, TGPC, QPFC, RPA's Ameriprise Financial Experience June 2005 - January 2006
Job Plan Services Consultant IV at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
Enterprise Iron Financial Industry Solutions, Inc. August 2013 - December 2013
Sunrise Senior Living July 2010 - July 2013
Patni Computer Services January 2010 - July 2010
Allianz Life March 2009 - January 2010
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - February 2009
LarsonAllen January 2006 - October 2006
Ameriprise Financial June 2005 - January 2006
Milliman July 2003 - October 2004
Wachovia July 2002 - July 2003
Wells Fargo Home Mortgage December 2001 - July 2002
Skills
Employee Benefits, Pensions, Retirement, Business Analysis, SDLC, 401k, Payroll, Data Analysis, Retirement Planning, Defined Contribution, ERISA, Financial Services, Benefits Administration, Requirements Gathering, Quality Assurance, Requirements Analysis, Human Resources, Relius, Vendor Management, Analysis, Plan Conversions, Retirement Plan..., OmniPlus, ADP Payroll, PeopleSoft, Profit Sharing, Testing, Management, Business Requirements, Process Improvement, Business Process..., Form 5500 preparation, Nondiscrimination..., 403 b, Customer Service, User Acceptance Testing, Benefit Plan..., Qualified Retirement..., QKA, ASC (retirement plan..., SharePoint, Series 6, Consulting
Education
Saint John's University 1990 — 1994
B.A
Cloquet Senior High School 1986 — 1990
High School
Enterprise Iron Financial Industry Solutions, Inc. August 2013 - December 2013
Sunrise Senior Living July 2010 - July 2013
Patni Computer Services January 2010 - July 2010
Allianz Life March 2009 - January 2010
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - February 2009
LarsonAllen January 2006 - October 2006
Ameriprise Financial June 2005 - January 2006
Milliman July 2003 - October 2004
Wachovia July 2002 - July 2003
Wells Fargo Home Mortgage December 2001 - July 2002
Skills
Employee Benefits, Pensions, Retirement, Business Analysis, SDLC, 401k, Payroll, Data Analysis, Retirement Planning, Defined Contribution, ERISA, Financial Services, Benefits Administration, Requirements Gathering, Quality Assurance, Requirements Analysis, Human Resources, Relius, Vendor Management, Analysis, Plan Conversions, Retirement Plan..., OmniPlus, ADP Payroll, PeopleSoft, Profit Sharing, Testing, Management, Business Requirements, Process Improvement, Business Process..., Form 5500 preparation, Nondiscrimination..., 403 b, Customer Service, User Acceptance Testing, Benefit Plan..., Qualified Retirement..., QKA, ASC (retirement plan..., SharePoint, Series 6, Consulting
Education
Saint John's University 1990 — 1994
B.A
Cloquet Senior High School 1986 — 1990
High School
Lisa A. Amerongen, MBA Lisa A. Amerongen, MBA's Ameriprise Financial Experience November 2009 - March 2011
Job Marketing Manager Professional Alliances at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial November 2009 - March 2011
Ameriprise Financial October 2003 - March 2009
Ameriprise Financial November 1998 - October 2003
Ameriprise Financial March 1997 - November 1998
Ameriprise Financial January 1996 - March 1997
Ameriprise Financial February 1995 - January 1996
Beckwith, Inc January 1993 - January 1995
Merrill Corporation January 1992 - January 1993
Skills
Series 7, Financial Services, Marketing Strategy, Marketing Communications, Relationship Management, Direct Marketing, Strategic Planning, Thought Leadership, Product Marketing, Marketing, Mutual Funds, Cross-functional Team..., Competitive Analysis, Strategic Financial..., Segmentation, Financial Advisory, Market Research, Retirement Planning, Product Management, Marketing Management, Leadership, Strategy, Analytics, Financial Planning
Education
St. Mary's University of Minnesota Graduate School 1996 — 2000
MBA, Marketing
Saint Mary's University of Minnesota 1987 — 1991
BA, Political Science/Business Administration
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial November 2009 - March 2011
Ameriprise Financial October 2003 - March 2009
Ameriprise Financial November 1998 - October 2003
Ameriprise Financial March 1997 - November 1998
Ameriprise Financial January 1996 - March 1997
Ameriprise Financial February 1995 - January 1996
Beckwith, Inc January 1993 - January 1995
Merrill Corporation January 1992 - January 1993
Skills
Series 7, Financial Services, Marketing Strategy, Marketing Communications, Relationship Management, Direct Marketing, Strategic Planning, Thought Leadership, Product Marketing, Marketing, Mutual Funds, Cross-functional Team..., Competitive Analysis, Strategic Financial..., Segmentation, Financial Advisory, Market Research, Retirement Planning, Product Management, Marketing Management, Leadership, Strategy, Analytics, Financial Planning
Education
St. Mary's University of Minnesota Graduate School 1996 — 2000
MBA, Marketing
Saint Mary's University of Minnesota 1987 — 1991
BA, Political Science/Business Administration
Randy Sweetman Randy Sweetman's Ameriprise Financial Experience May 2005 - August 2006
Job Vice President Trustee Services at Robert A. Stanger & Co.
Industry Financial Services
Experience
Robert A. Stanger & Co., Inc. January 2010 - Present
Robert A. Stanger & Co., Inc. September 2008 - December 2009
Merrill Lynch October 2006 - March 2008
Ameriprise Financial May 2005 - August 2006
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelors, Finance
Robert A. Stanger & Co., Inc. January 2010 - Present
Robert A. Stanger & Co., Inc. September 2008 - December 2009
Merrill Lynch October 2006 - March 2008
Ameriprise Financial May 2005 - August 2006
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelors, Finance
Marian Ayame Johnson Marian Ayame Johnson's Ameriprise Financial Experience October 2004 - July 2006
Job Senior Business Analyst at CRGT Inc.
Industry Management Consulting
Experience
CRGT Inc. January 2015 - Present
Booz Allen Hamilton July 2012 - January 2015
University of Miami Hospital January 2012 - May 2012
BACARDI USA LTD./ROYAL CARIBBEAN CRUISES LTD. April 2011 - July 2011
M&T Bank July 2008 - August 2010
M&T Bank July 2006 - July 2008
Ameriprise Financial October 2004 - July 2006
UKO ASSOCIATES, INC October 2003 - May 2004
Skills
Analysis, CRM, Marketing, Valuation, Training, Competitive Analysis, Management, Nonprofits, Financial Modeling, Management Consulting, Sales, Financial Analysis, Insurance, Marketing Strategy, Sales Management, Market Planning, Business Analysis, Banking, Portfolio Management, Recruiting, Finance, Strategic Planning, Strategy, Customer Service, Operations Management, Project Planning, Financial Services, Business Strategy, Leadership, Program Management, Data Analysis, Community Outreach, Project Management, Six Sigma
Education
University of Miami - School of Business 2010 — 2012
MBA, Six Sigma/Management Science
Rutgers University-New Brunswick 2000 — 2004
BS, Business, Marketing
Springbrook 1996 — 2000
highschool
CRGT Inc. January 2015 - Present
Booz Allen Hamilton July 2012 - January 2015
University of Miami Hospital January 2012 - May 2012
BACARDI USA LTD./ROYAL CARIBBEAN CRUISES LTD. April 2011 - July 2011
M&T Bank July 2008 - August 2010
M&T Bank July 2006 - July 2008
Ameriprise Financial October 2004 - July 2006
UKO ASSOCIATES, INC October 2003 - May 2004
Skills
Analysis, CRM, Marketing, Valuation, Training, Competitive Analysis, Management, Nonprofits, Financial Modeling, Management Consulting, Sales, Financial Analysis, Insurance, Marketing Strategy, Sales Management, Market Planning, Business Analysis, Banking, Portfolio Management, Recruiting, Finance, Strategic Planning, Strategy, Customer Service, Operations Management, Project Planning, Financial Services, Business Strategy, Leadership, Program Management, Data Analysis, Community Outreach, Project Management, Six Sigma
Education
University of Miami - School of Business 2010 — 2012
MBA, Six Sigma/Management Science
Rutgers University-New Brunswick 2000 — 2004
BS, Business, Marketing
Springbrook 1996 — 2000
highschool
Gina Onesti Gina Onesti's Ameriprise Financial Experience March 2008 - November 2009
Job Account Manager PGi www.imeet.com/ginasroom
Industry Telecommunications
Experience
PGi November 2009 - Present
Ameriprise Financial March 2008 - November 2009
EasyLink Services March 2007 - August 2008
MCI 1998 - 2001
Skills
Solution Selling, SaaS, Enterprise Software, Management, Product Marketing, Product Development, Cloud Computing, Pre-sales, Managed Services, CRM, Mobile Devices, Contract Negotiation, Sales Management, International Sales, B2B, Customer Retention, Sales Process, Lead Generation, Key Account Management, Sales, Building Relationships, Call Centers, Account Management, Training, Strategy, VoIP, Business Process, Channel, Sales Operations, Sales Enablement, Salesforce.com, Channel Partners, Business Development, Telecommunications, Co-location, New Business Development, Professional Services, Team Leadership, Software Industry, Cold Calling, Go-to-market Strategy, Product Management, Demand Generation, Competitive Analysis, Direct Sales, Strategic Partnerships, Data Center, Start-ups, Wireless, Sales Presentations
Education
Rowan University
PGi November 2009 - Present
Ameriprise Financial March 2008 - November 2009
EasyLink Services March 2007 - August 2008
MCI 1998 - 2001
Skills
Solution Selling, SaaS, Enterprise Software, Management, Product Marketing, Product Development, Cloud Computing, Pre-sales, Managed Services, CRM, Mobile Devices, Contract Negotiation, Sales Management, International Sales, B2B, Customer Retention, Sales Process, Lead Generation, Key Account Management, Sales, Building Relationships, Call Centers, Account Management, Training, Strategy, VoIP, Business Process, Channel, Sales Operations, Sales Enablement, Salesforce.com, Channel Partners, Business Development, Telecommunications, Co-location, New Business Development, Professional Services, Team Leadership, Software Industry, Cold Calling, Go-to-market Strategy, Product Management, Demand Generation, Competitive Analysis, Direct Sales, Strategic Partnerships, Data Center, Start-ups, Wireless, Sales Presentations
Education
Rowan University
Phil Puccio's Ameriprise Financial Experience July 2006 - June 2007
Job Director of Software Development at Medaxion, Certified ScrumMaster
Industry Information Technology and Services
Experience
Medaxion August 2012 - Present
AirDat August 2011 - August 2012
GlaxoSmithKline April 2010 - September 2011
Geomagic July 2009 - April 2010
University of North Carolina at Chapel Hill January 2009 - July 2009
GlaxoSmithKline August 2007 - December 2008
Ameriprise Financial July 2006 - June 2007
RoleModel Software January 2005 - August 2006
American Express Financial Advisors September 1994 - December 2004
Bell Northern Research February 1994 - August 1994
Skills
Agile Methodologies, Software Development, Java, Ruby, Agile Project Management, Eclipse, Test Driven Development, Web Applications, Smalltalk, Extreme Programming, Web Services, .NET, OOP, Integration, Software Design, C#, TDD, Kanban, Ruby on Rails, Objective-C, Scrum, Architecture, Hibernate, Testing, Oracle, JavaScript, SOA, Enterprise Architecture, REST, Architectures
Education
Rensselaer Polytechnic Institute 1979 — 1981
M.S.
University of Arizona 1977 — 1979
B.S.
Medaxion August 2012 - Present
AirDat August 2011 - August 2012
GlaxoSmithKline April 2010 - September 2011
Geomagic July 2009 - April 2010
University of North Carolina at Chapel Hill January 2009 - July 2009
GlaxoSmithKline August 2007 - December 2008
Ameriprise Financial July 2006 - June 2007
RoleModel Software January 2005 - August 2006
American Express Financial Advisors September 1994 - December 2004
Bell Northern Research February 1994 - August 1994
Skills
Agile Methodologies, Software Development, Java, Ruby, Agile Project Management, Eclipse, Test Driven Development, Web Applications, Smalltalk, Extreme Programming, Web Services, .NET, OOP, Integration, Software Design, C#, TDD, Kanban, Ruby on Rails, Objective-C, Scrum, Architecture, Hibernate, Testing, Oracle, JavaScript, SOA, Enterprise Architecture, REST, Architectures
Education
Rensselaer Polytechnic Institute 1979 — 1981
M.S.
University of Arizona 1977 — 1979
B.S.
Ismail Handuleh Ismail Handuleh's Ameriprise Financial Experience February 2008 - March 2008
Job Experienced Information Technology Specialist
Industry Information Technology and Services
Experience
Fairview Health Services September 2014 - Present
APAC Customer Service March 2014 - Present
Sick, Inc. November 2013 - December 2013
Smiths Medical March 2013 - June 2013
Cultural Transportation Services January 2012 - December 2012
State of Minnesota July 2009 - April 2010
TEKsystems September 2008 - October 2008
Wells Fargo Bank May 2008 - August 2008
Ameriprise Financial February 2008 - March 2008
GMAC November 2007 - December 2007
Skills
A+ Certified, Microsoft Certified..., Active Directory, Windows 7, Troubleshooting, Computer Hardware, Windows, XP, Windows Server, Software Documentation, Security, Citrix, Windows XP, Hardware, Networking
Education
Saint Mary's University 2011 — 2012
B. S Degree, Information Technology
Saint Mary's University of Minnesota 2011 — 2012
Bachelor's degree, Information Technology
Fairview Health Services September 2014 - Present
APAC Customer Service March 2014 - Present
Sick, Inc. November 2013 - December 2013
Smiths Medical March 2013 - June 2013
Cultural Transportation Services January 2012 - December 2012
State of Minnesota July 2009 - April 2010
TEKsystems September 2008 - October 2008
Wells Fargo Bank May 2008 - August 2008
Ameriprise Financial February 2008 - March 2008
GMAC November 2007 - December 2007
Skills
A+ Certified, Microsoft Certified..., Active Directory, Windows 7, Troubleshooting, Computer Hardware, Windows, XP, Windows Server, Software Documentation, Security, Citrix, Windows XP, Hardware, Networking
Education
Saint Mary's University 2011 — 2012
B. S Degree, Information Technology
Saint Mary's University of Minnesota 2011 — 2012
Bachelor's degree, Information Technology
Roycie Earvin-Eppler's Ameriprise Financial Experience April 2008 - May 2011
Job Global Human Resources Leader
Industry Electrical/Electronic Manufacturing
Experience
MTS Systems January 2014 - Present
Cargill February 2012 - January 2014
Cargill May 2011 - February 2012
Ameriprise Financial April 2008 - May 2011
Skills
Strategic Leadership, Diversity Recruitment, Diversity Training, Talent Acquisition, Change Management, Supplier Diversity, Competitive Analysis, Business Analytics, Community Outreach, Leadership Development, Employee Engagement, Talent Management, Diversity & Inclusion, Employee Training, Leadership, Organizational..., Recruiting, Retail, Sourcing, Succession Planning, Team Building, Training, Workforce Planning, Project Management, Program Management, Process Improvement, Performance Management, Organizational..., Management, Customer Service, Cross-functional Team..., College Recruiting, Business Development, Employee Benefits, Strategic Planning, Employee Relations, Deferred Compensation
Education
Saint Louis University
BA, Business Administration and Management, Summa Cum Laude
MTS Systems January 2014 - Present
Cargill February 2012 - January 2014
Cargill May 2011 - February 2012
Ameriprise Financial April 2008 - May 2011
Skills
Strategic Leadership, Diversity Recruitment, Diversity Training, Talent Acquisition, Change Management, Supplier Diversity, Competitive Analysis, Business Analytics, Community Outreach, Leadership Development, Employee Engagement, Talent Management, Diversity & Inclusion, Employee Training, Leadership, Organizational..., Recruiting, Retail, Sourcing, Succession Planning, Team Building, Training, Workforce Planning, Project Management, Program Management, Process Improvement, Performance Management, Organizational..., Management, Customer Service, Cross-functional Team..., College Recruiting, Business Development, Employee Benefits, Strategic Planning, Employee Relations, Deferred Compensation
Education
Saint Louis University
BA, Business Administration and Management, Summa Cum Laude
Derek Redlinski Derek Redlinski's Ameriprise Financial Experience June 2008 - August 2008
Job Unit Manager at Altria
Industry Management Consulting
Experience
Altria February 2014 - Present
Altria July 2013 - February 2014
Altria June 2011 - July 2013
Texas A&M University August 2010 - December 2011
RIT September 2006 - May 2010
Invisible Fence Brand March 2010 - April 2010
Ameriprise Financial June 2008 - August 2008
Skills
Marketing, Sales, Social Media Marketing, Microsoft Office, Market Research
Education
Texas A&M University - Mays Business School 2010 — 2011
MS, Marketing
Rochester Institute of Technology 2006 — 2010
BS, International Business and Marketing
Altria February 2014 - Present
Altria July 2013 - February 2014
Altria June 2011 - July 2013
Texas A&M University August 2010 - December 2011
RIT September 2006 - May 2010
Invisible Fence Brand March 2010 - April 2010
Ameriprise Financial June 2008 - August 2008
Skills
Marketing, Sales, Social Media Marketing, Microsoft Office, Market Research
Education
Texas A&M University - Mays Business School 2010 — 2011
MS, Marketing
Rochester Institute of Technology 2006 — 2010
BS, International Business and Marketing
Tara Dietenberger Tara Dietenberger's Ameriprise Financial Experience October 2007 - June 2009
Job Financial Reporting at Sherman Associates
Industry Financial Services
Experience
Sherman Associates March 2015 - Present
Ameriprise Financial, Inc. June 2009 - February 2015
Ameriprise Financial October 2007 - June 2009
Deloitte September 2005 - September 2007
Skills
Financial Reporting, External Audit, Financial Analysis, Accounting, Sarbanes-Oxley Act, Finance, Auditing, Internal Controls, Financial Accounting, SEC filings, US GAAP, Variance Analysis, Account Reconciliation, Cash Flow, General Ledger
Education
St. John's University 2001 — 2005
Sherman Associates March 2015 - Present
Ameriprise Financial, Inc. June 2009 - February 2015
Ameriprise Financial October 2007 - June 2009
Deloitte September 2005 - September 2007
Skills
Financial Reporting, External Audit, Financial Analysis, Accounting, Sarbanes-Oxley Act, Finance, Auditing, Internal Controls, Financial Accounting, SEC filings, US GAAP, Variance Analysis, Account Reconciliation, Cash Flow, General Ledger
Education
St. John's University 2001 — 2005
Wesley Garges Wesley Garges's Ameriprise Financial Experience December 2004 - November 2008
Job Independent Agent at Mike Perz & Associates, LLC
Industry Insurance
Experience
Mike Perz & Associates, LLC November 2008 - Present
Ameriprise Financial December 2004 - November 2008
Blake & Davis Realtors 2003 - 2004
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, General Insurance, Excess & Surplus Lines, Sales, Retirement, Customer Service, Retirement Planning, Fixed Annuities, Claim, Finance
Education
Saint Louis University 2001 — 2004
BS, Finance
Pembroke Hill 1997 — 2001
Mike Perz & Associates, LLC November 2008 - Present
Ameriprise Financial December 2004 - November 2008
Blake & Davis Realtors 2003 - 2004
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, General Insurance, Excess & Surplus Lines, Sales, Retirement, Customer Service, Retirement Planning, Fixed Annuities, Claim, Finance
Education
Saint Louis University 2001 — 2004
BS, Finance
Pembroke Hill 1997 — 2001
Barb Smith Barb Smith's Ameriprise Financial Experience April 2005 - Present
Job Sr. Administrative Assistant at Amerirprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2005 - Present
Ameriprise Financial Advisors 2005 - Present
Ameriprise Financial February 2003 - April 2005
Ameriprise Financial Services, Inc. February 2001 - February 2003
Ameriprise Financial Services, Inc. July 1999 - February 2001
Ameriprise Financial Inc. June 1997 - July 1999
Skills
Lotus Notes, PeopleSoft, Concur, Visio, Financial Services, Vendor Management, Process Improvement, Insurance, Access, Mutual Funds, Business Analysis, Onboarding, Requirements Gathering, Change Management, Time Management, Risk Management, SharePoint, Relationship Management, Training, SDLC, Business Process, Business Process..., Analysis, Program Management, Leadership, Microsoft Office
Education
Sacred Heart University 1986 — 1988
bs, Business Administration and Management, General
Katharine Gibbs 1978 — 1979
one year certificate, one year certificate
Notre Dame High School
Notre Dame High School
Ameriprise Financial April 2005 - Present
Ameriprise Financial Advisors 2005 - Present
Ameriprise Financial February 2003 - April 2005
Ameriprise Financial Services, Inc. February 2001 - February 2003
Ameriprise Financial Services, Inc. July 1999 - February 2001
Ameriprise Financial Inc. June 1997 - July 1999
Skills
Lotus Notes, PeopleSoft, Concur, Visio, Financial Services, Vendor Management, Process Improvement, Insurance, Access, Mutual Funds, Business Analysis, Onboarding, Requirements Gathering, Change Management, Time Management, Risk Management, SharePoint, Relationship Management, Training, SDLC, Business Process, Business Process..., Analysis, Program Management, Leadership, Microsoft Office
Education
Sacred Heart University 1986 — 1988
bs, Business Administration and Management, General
Katharine Gibbs 1978 — 1979
one year certificate, one year certificate
Notre Dame High School
Notre Dame High School
Jon Villella's Ameriprise Financial Experience May 2006 - August 2007
Job Sr. Director Application Development at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Zinfinity RV 2013 - Present
Ameriprise Financial Services, Inc. June 2013 - February 2015
Ameriprise Financial Services, Inc. July 2014 - December 2014
Ameriprise Financial Services, Inc. August 2013 - December 2013
Ameriprise Financial Services, Inc. October 2012 - June 2013
Ameriprise Financial Services, Inc. August 2007 - December 2012
Ameriprise Financial Services, Inc. July 2011 - October 2012
Ameriprise Financial May 2006 - August 2007
Deloitte Consulting September 2004 - May 2006
Skills
Project Delivery, Program Management, Software Development, IT Strategy, Business Analysis, SDLC, Enterprise Architecture, Vendor Management, PMO, Process Improvement, Business Architecture, Project Portfolio..., Requirements Analysis, Cross-functional Team..., Business Intelligence, Project Management, Business Process..., Software Project..., Solution Architecture, Integration, Business Process, Leadership, Management, Data Center, PMP, Oracle, Information Technology, Microsoft SQL Server, Visio, Outsourcing, Requirements Gathering
Education
Rensselaer Polytechnic Institute 1988 — 1993
BS, Electrical Engineering
Ameriprise Financial Services, Inc. March 2015 - Present
Zinfinity RV 2013 - Present
Ameriprise Financial Services, Inc. June 2013 - February 2015
Ameriprise Financial Services, Inc. July 2014 - December 2014
Ameriprise Financial Services, Inc. August 2013 - December 2013
Ameriprise Financial Services, Inc. October 2012 - June 2013
Ameriprise Financial Services, Inc. August 2007 - December 2012
Ameriprise Financial Services, Inc. July 2011 - October 2012
Ameriprise Financial May 2006 - August 2007
Deloitte Consulting September 2004 - May 2006
Skills
Project Delivery, Program Management, Software Development, IT Strategy, Business Analysis, SDLC, Enterprise Architecture, Vendor Management, PMO, Process Improvement, Business Architecture, Project Portfolio..., Requirements Analysis, Cross-functional Team..., Business Intelligence, Project Management, Business Process..., Software Project..., Solution Architecture, Integration, Business Process, Leadership, Management, Data Center, PMP, Oracle, Information Technology, Microsoft SQL Server, Visio, Outsourcing, Requirements Gathering
Education
Rensselaer Polytechnic Institute 1988 — 1993
BS, Electrical Engineering
Justin Steinbruchel's Ameriprise Financial Experience June 2008 - November 2010
Job Manager Financial Analysis at Target
Industry Retail
Experience
Target March 2014 - Present
Target September 2012 - March 2014
Ameriprise Financial Services, Inc. November 2010 - August 2012
Ameriprise Financial June 2008 - November 2010
Ameriprise Financial June 2007 - August 2007
State Farm Insurance July 2004 - August 2006
State Farm Insurance January 2003 - July 2004
Skills
Financial Analysis, Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Strategic Financial..., Finance, Due Diligence, Strategic Planning, Business Planning, Forecasting, Budgeting, Business Strategy, Business Valuation, Leadership, Management, Project Management, Long Range Planning, Process Improvement, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA, Finance
Rensselaer Polytechnic Institute 1998 — 2002
Bachelor of Science, Management
Target March 2014 - Present
Target September 2012 - March 2014
Ameriprise Financial Services, Inc. November 2010 - August 2012
Ameriprise Financial June 2008 - November 2010
Ameriprise Financial June 2007 - August 2007
State Farm Insurance July 2004 - August 2006
State Farm Insurance January 2003 - July 2004
Skills
Financial Analysis, Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Strategic Financial..., Finance, Due Diligence, Strategic Planning, Business Planning, Forecasting, Budgeting, Business Strategy, Business Valuation, Leadership, Management, Project Management, Long Range Planning, Process Improvement, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA, Finance
Rensselaer Polytechnic Institute 1998 — 2002
Bachelor of Science, Management
Daniel Honda's Ameriprise Financial Experience July 2005 - November 2006
Job Finance/Operations Associate at Havenwood Capital, LLC
Industry Investment Management
Experience
Havenwood Capital, LLC October 2013 - Present
RFCM, LLC March 2012 - September 2013
Borders Group, Inc. December 2009 - September 2011
Ameriprise Bank, FSB November 2006 - February 2009
Ameriprise Financial July 2005 - November 2006
American Express May 2001 - July 2005
Ameritrade October 1999 - May 2001
Prudential Financial March 1998 - October 1999
Prudential Financial September 1996 - March 1998
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Risk Management, Microsoft Excel, Microsoft Word, Microsoft Power Point, QuickBooks, Word Processing (50 WPM), Financial Services
Education
Rutgers University-New Brunswick 1991 — 1993
Journalism and Economics, Journalism and Economics
Havenwood Capital, LLC October 2013 - Present
RFCM, LLC March 2012 - September 2013
Borders Group, Inc. December 2009 - September 2011
Ameriprise Bank, FSB November 2006 - February 2009
Ameriprise Financial July 2005 - November 2006
American Express May 2001 - July 2005
Ameritrade October 1999 - May 2001
Prudential Financial March 1998 - October 1999
Prudential Financial September 1996 - March 1998
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Risk Management, Microsoft Excel, Microsoft Word, Microsoft Power Point, QuickBooks, Word Processing (50 WPM), Financial Services
Education
Rutgers University-New Brunswick 1991 — 1993
Journalism and Economics, Journalism and Economics
Anant Bhalla's Ameriprise Financial Experience 2007 - 2009
Job Chief Financial Officer SVP
Industry Financial Services
Experience
MetLife April 2014 - Present
AIG September 2012 - April 2014
Bhalla Capital Partners January 2012 - September 2012
Lincoln Financial Group October 2009 - December 2011
Ameriprise Financial 2007 - 2009
American Express, Ameriprise Financial 2001 - 2009
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Asset Managment, Fixed Income, Financial Services, Insurance, Equities, ALM, Securities, Risk Management, CFOs
Education
S.P. Jain Institute of Management & Research
Master of Business Administration (MBA), Marketing
MetLife April 2014 - Present
AIG September 2012 - April 2014
Bhalla Capital Partners January 2012 - September 2012
Lincoln Financial Group October 2009 - December 2011
Ameriprise Financial 2007 - 2009
American Express, Ameriprise Financial 2001 - 2009
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Asset Managment, Fixed Income, Financial Services, Insurance, Equities, ALM, Securities, Risk Management, CFOs
Education
S.P. Jain Institute of Management & Research
Master of Business Administration (MBA), Marketing
Javier A. Vallejo's Ameriprise Financial Experience May 2003 - January 2008
Job Managing Partner at Pacific Terra Wealth Management
Industry Financial Services
Experience
Pacific Terra Wealth Management August 2015 - Present
Monolithe Wealth Planning Group LLC January 2008 - July 2015
Ameriprise Financial May 2003 - January 2008
Education
Saint Mary's College of California
B.S., International Business and French
Servite High School
Pacific Terra Wealth Management August 2015 - Present
Monolithe Wealth Planning Group LLC January 2008 - July 2015
Ameriprise Financial May 2003 - January 2008
Education
Saint Mary's College of California
B.S., International Business and French
Servite High School
Tony Schiefert's Ameriprise Financial Experience March 2009 - Present
Job Financial Advisor Recruiting Specialist at Ameriprise Financial
Industry Staffing and Recruiting
Experience
Ameriprise Financial March 2009 - Present
Hyrian March 2005 - December 2008
The Hartford 2004 - 2005
Cargill 2002 - 2003
Best Buy Inc 2000 - 2002
Manpower 1999 - 2000
Skills
Recruiting, Sourcing, Temporary Placement, Hiring, Management, Networking, Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, Technical Recruiting, Internet Recruiting, Taleo, Interviews, Talent Management, Training, Benefits Negotiation, Leadership
Education
Saint John's University 1995 — 1999
BA
Ameriprise Financial March 2009 - Present
Hyrian March 2005 - December 2008
The Hartford 2004 - 2005
Cargill 2002 - 2003
Best Buy Inc 2000 - 2002
Manpower 1999 - 2000
Skills
Recruiting, Sourcing, Temporary Placement, Hiring, Management, Networking, Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, Technical Recruiting, Internet Recruiting, Taleo, Interviews, Talent Management, Training, Benefits Negotiation, Leadership
Education
Saint John's University 1995 — 1999
BA
Jason Karnes's Ameriprise Financial Experience 2006 - 2007
Job VMware Staff Solutions Architect
Industry Information Technology and Services
Experience
VMware July 2010 - Present
Cloud Path LLC January 2009 - December 2012
Cloud Drop Consulting April 2007 - December 2012
Configuration Management, Inc December 2007 - September 2009
CompuCom Systems December 2004 - April 2007
Ameriprise Financial 2006 - 2007
Capital One Financial Services 2001 - 2004
Capital One Services Inc 2001 - 2004
Capital One 2001 - 2004
Radford University 1999 - 2000
Skills
Disaster Recovery, Enterprise Software, Computer Security, Cloud Computing, Leadership, Data Center, Storage, VMware, Security, Virtualization, TCP/IP, Networking, vSphere, Unix, Enterprise Architecture, SDLC, IT Strategy, Architectures, Infrastructure, Vendor Management, Architecture, Consulting, Hardware, Strategy, Professional Services, SaaS, Integration
Education
Radford University 1995 — 1998
Bachelor of Science (B.S.), Computer Science
VMware July 2010 - Present
Cloud Path LLC January 2009 - December 2012
Cloud Drop Consulting April 2007 - December 2012
Configuration Management, Inc December 2007 - September 2009
CompuCom Systems December 2004 - April 2007
Ameriprise Financial 2006 - 2007
Capital One Financial Services 2001 - 2004
Capital One Services Inc 2001 - 2004
Capital One 2001 - 2004
Radford University 1999 - 2000
Skills
Disaster Recovery, Enterprise Software, Computer Security, Cloud Computing, Leadership, Data Center, Storage, VMware, Security, Virtualization, TCP/IP, Networking, vSphere, Unix, Enterprise Architecture, SDLC, IT Strategy, Architectures, Infrastructure, Vendor Management, Architecture, Consulting, Hardware, Strategy, Professional Services, SaaS, Integration
Education
Radford University 1995 — 1998
Bachelor of Science (B.S.), Computer Science
Wilford Lawrence's Ameriprise Financial Experience February 2006 - August 2007
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities August 2007 - Present
Ameriprise Financial February 2006 - August 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business
Wachovia Securities August 2007 - Present
Ameriprise Financial February 2006 - August 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business
Brian Bristol's Ameriprise Financial Experience 2005 - 2006
Job Account Executive at Priority Express Courier
Industry Transportation/Trucking/Railroad
Experience
Priority Express Courier May 2006 - Present
Ameriprise Financial 2005 - 2006
American Express 2005 - 2006
Education
Saint Bonaventure University 1999 — 2003
Priority Express Courier May 2006 - Present
Ameriprise Financial 2005 - 2006
American Express 2005 - 2006
Education
Saint Bonaventure University 1999 — 2003
Marcus Genzlinger's Ameriprise Financial Experience 2005 - 2007
Job Growth hacking with UX, social, lead generation, mobile, analytics, owned, paid and earned media to grow companies.
Industry Marketing and Advertising
Experience
MegaInteractive 2006 - Present
Minnage.com 2007 - 2010
Ameriprise Financial 2005 - 2007
Ameriprise Financial Services, Inc. 2004 - 2005
American Express 2003 - 2004
American Express 2000 - 2003
American Express August 1999 - January 2000
American Express 2000 - 2000
American Express August 1998 - August 1999
American Express March 1998 - August 1998
Skills
Social Media Marketing, Strategy, User Experience, Marketing, Analytics, Lead Generation, Content Management, Email Marketing, Leadership, CMS, Google Analytics, Online Advertising, SEO, Competitive Analysis, Online Marketing, Project Management, Public Relations, Training, Marketing Communications, Web Design, Content Development, Brand Management, Web Analytics, Wordpress Design, PowerPoint, Google Adwords, Business Analysis, Web Project Management, Brand Development, Business Development, WordPress, Dreamweaver, Omniture, Joomla, HTML + CSS, Enterprise Content..., Sungard Phase 3, SEM, Basecamp, OpenText (Vignette), Copywriting, JIRA, User Acceptance Testing, Paid Media, Earned Media, Growth Hacking, Fireworks, Axure RP, Management, Social Media
Education
Saint John's University 1991 — 1995
B.A., Organizational Management
Edina High School 1989 — 1991
MegaInteractive 2006 - Present
Minnage.com 2007 - 2010
Ameriprise Financial 2005 - 2007
Ameriprise Financial Services, Inc. 2004 - 2005
American Express 2003 - 2004
American Express 2000 - 2003
American Express August 1999 - January 2000
American Express 2000 - 2000
American Express August 1998 - August 1999
American Express March 1998 - August 1998
Skills
Social Media Marketing, Strategy, User Experience, Marketing, Analytics, Lead Generation, Content Management, Email Marketing, Leadership, CMS, Google Analytics, Online Advertising, SEO, Competitive Analysis, Online Marketing, Project Management, Public Relations, Training, Marketing Communications, Web Design, Content Development, Brand Management, Web Analytics, Wordpress Design, PowerPoint, Google Adwords, Business Analysis, Web Project Management, Brand Development, Business Development, WordPress, Dreamweaver, Omniture, Joomla, HTML + CSS, Enterprise Content..., Sungard Phase 3, SEM, Basecamp, OpenText (Vignette), Copywriting, JIRA, User Acceptance Testing, Paid Media, Earned Media, Growth Hacking, Fireworks, Axure RP, Management, Social Media
Education
Saint John's University 1991 — 1995
B.A., Organizational Management
Edina High School 1989 — 1991
Nicole Hakim's Ameriprise Financial Experience 2005 - 2007
Job Director of Operations
Industry Accounting
Experience
Colavito & Associates, LLC May 2008 - Present
Ameriprise Financial Advisors August 2005 - November 2007
Ameriprise Financial 2005 - 2007
Skills
Financial Analysis, Strategic Financial..., Series 7, Accounting, Risk Management
Education
Rutgers University-New Brunswick
Colavito & Associates, LLC May 2008 - Present
Ameriprise Financial Advisors August 2005 - November 2007
Ameriprise Financial 2005 - 2007
Skills
Financial Analysis, Strategic Financial..., Series 7, Accounting, Risk Management
Education
Rutgers University-New Brunswick
Matthew Heilmer's Ameriprise Financial Experience June 2000 - August 2001
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Charles Schwab July 2008 - September 2010
Financial Concepts, Inc April 2006 - August 2007
Questar Capital June 2004 - February 2006
First American Funds October 2001 - May 2004
Ameriprise Financial June 2000 - August 2001
Education
Regis University 2008 — 2010
Undergraduate, Business - Marketing
Fidelity Investments September 2010 - Present
Charles Schwab July 2008 - September 2010
Financial Concepts, Inc April 2006 - August 2007
Questar Capital June 2004 - February 2006
First American Funds October 2001 - May 2004
Ameriprise Financial June 2000 - August 2001
Education
Regis University 2008 — 2010
Undergraduate, Business - Marketing
Joe Krekelberg's Ameriprise Financial Experience December 2013 - Present
Job Vice President Finance at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2013 - Present
Ameriprise Financial September 2008 - December 2013
Ameriprise Financial June 2002 - September 2008
Ameriprise Financial May 2001 - June 2002
Ameriprise Financial June 1998 - May 2001
Skills
Mergers, Strategic Planning, Financial Analysis, Strategic Analysis, Financial Planning, Valuation, Financial Modeling, Due Diligence, Business Strategy, Strategic Financial..., Investments, Hedge Funds, Analysis, Equities, Mergers & Acquisitions, Finance, Forecasting, Strategy, Corporate Finance
Education
Saint John's University 1985 — 1989
BS, Mathematics and English
Ameriprise Financial December 2013 - Present
Ameriprise Financial September 2008 - December 2013
Ameriprise Financial June 2002 - September 2008
Ameriprise Financial May 2001 - June 2002
Ameriprise Financial June 1998 - May 2001
Skills
Mergers, Strategic Planning, Financial Analysis, Strategic Analysis, Financial Planning, Valuation, Financial Modeling, Due Diligence, Business Strategy, Strategic Financial..., Investments, Hedge Funds, Analysis, Equities, Mergers & Acquisitions, Finance, Forecasting, Strategy, Corporate Finance
Education
Saint John's University 1985 — 1989
BS, Mathematics and English
Jens Kottke's Ameriprise Financial Experience 2004 - July 2011
Job Pursuing Financial Wholesaling Opportunities
Industry Financial Services
Experience
The Hartford July 2011 - Present
Ameriprise Financial 2004 - July 2011
Ameriprise Financial Advisors 2004 - July 2011
Skills
Wholesale, Financial Advisory, Marketing, Fixed Annuities, Retirement Planning, Banking, Series 63, Series 7
Education
St. John's University 1994 — 1998
Bachelor of Arts (BA), Business Management
The Hartford July 2011 - Present
Ameriprise Financial 2004 - July 2011
Ameriprise Financial Advisors 2004 - July 2011
Skills
Wholesale, Financial Advisory, Marketing, Fixed Annuities, Retirement Planning, Banking, Series 63, Series 7
Education
St. John's University 1994 — 1998
Bachelor of Arts (BA), Business Management
Camille Hernandez-Burt's Ameriprise Financial Experience Associate Financial AdvisorAmeriprise Financial Services, Inc.2006 - 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Associate Financial AdvisorAmeriprise Financial Services, Inc.2006 - 2008
Education
Rider University
Ameriprise Financial Associate Financial AdvisorAmeriprise Financial Services, Inc.2006 - 2008
Education
Rider University
Doug Neeser's Ameriprise Financial Experience February 2007 - December 2007
Job Staff Analyst at Seagate Technology
Industry Information Technology and Services
Experience
Seagate Technology January 2008 - Present
Ameriprise Financial February 2007 - December 2007
Wells Fargo Bank July 2004 - January 2007
Genesis10 2004 - 2007
Best Buy January 2001 - June 2004
Deluxe Corporation 1991 - 2001
Skills
Business Analysis, Program Management, Business Intelligence, Analytics, Process Improvement, Visio, Cross-functional Team..., SDLC, Software Project..., Project Management, Business Process..., Analysis, Requirements Analysis, Change Management, Retail Banking
Education
Saint John's University
University of Minnesota-Twin Cities
Bachelor of Science (BS)
thomas jefferson senior high
Seagate Technology January 2008 - Present
Ameriprise Financial February 2007 - December 2007
Wells Fargo Bank July 2004 - January 2007
Genesis10 2004 - 2007
Best Buy January 2001 - June 2004
Deluxe Corporation 1991 - 2001
Skills
Business Analysis, Program Management, Business Intelligence, Analytics, Process Improvement, Visio, Cross-functional Team..., SDLC, Software Project..., Project Management, Business Process..., Analysis, Requirements Analysis, Change Management, Retail Banking
Education
Saint John's University
University of Minnesota-Twin Cities
Bachelor of Science (BS)
thomas jefferson senior high
Eileen M Ross's Ameriprise Financial Experience June 2008 - Present
Job Field Operation Team Leader at Ameriprise Financial
Industry Financial Services
Experience
City of Virginia Beach April 2015 - Present
Ameriprise Financial June 2008 - Present
EDS January 1998 - January 2008
Towers Perrin January 1998 - March 2005
Principal Financial Group 1999 - 2002
AIG February 1992 - February 1994
Skills
Human Resources, Benefits Administration, Employee Benefits, Performance Management, Management, Recruiting, Employee Relations
Education
Rutgers University – Camden 1985 — 1989
BS Management, Management and Marketing
City of Virginia Beach April 2015 - Present
Ameriprise Financial June 2008 - Present
EDS January 1998 - January 2008
Towers Perrin January 1998 - March 2005
Principal Financial Group 1999 - 2002
AIG February 1992 - February 1994
Skills
Human Resources, Benefits Administration, Employee Benefits, Performance Management, Management, Recruiting, Employee Relations
Education
Rutgers University – Camden 1985 — 1989
BS Management, Management and Marketing
Salvatore Curro's Ameriprise Financial Experience 2005 - 2006
Job Associate Gas Trader at Direct Energy
Industry Oil & Energy
Experience
Direct Energy January 2015 - Present
Direct Energy November 2007 - February 2015
Hess Corporation May 2006 - November 2007
Ameriprise Financial 2005 - 2006
Skills
Energy, Natural Gas, Energy Industry, Forecasting, Hedging, Risk Management, Commodity Markets, Energy Markets, Contract Management, Options, Financial Analysis, Pipelines, Financial Modeling, Petroleum, Microsoft Office, Microsoft Excel, Commodity, Gas, Contract Negotiation, Trading, Logistics, Analysis, Oil/Gas, Leadership, Finance
Education
Rider University 2001 — 2005
Bachelor of Science (B.S.), Global Business
Rider University 2001 — 2005
Bachelor of Science (BS), Finance, General
Direct Energy January 2015 - Present
Direct Energy November 2007 - February 2015
Hess Corporation May 2006 - November 2007
Ameriprise Financial 2005 - 2006
Skills
Energy, Natural Gas, Energy Industry, Forecasting, Hedging, Risk Management, Commodity Markets, Energy Markets, Contract Management, Options, Financial Analysis, Pipelines, Financial Modeling, Petroleum, Microsoft Office, Microsoft Excel, Commodity, Gas, Contract Negotiation, Trading, Logistics, Analysis, Oil/Gas, Leadership, Finance
Education
Rider University 2001 — 2005
Bachelor of Science (B.S.), Global Business
Rider University 2001 — 2005
Bachelor of Science (BS), Finance, General
Justin Frisch's Ameriprise Financial Experience August 2006 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial August 2006 - January 2008
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
Ameriprise Financial August 2006 - January 2008
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
James Eckman's Ameriprise Financial Experience August 2006 - February 2007
Job Capital Analyst @ Macy's North
Industry Retail
Lisa Bretz's Ameriprise Financial Experience July 2004 - November 2006
Job GWIM Credit CSA Manager at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
Bank of America March 2011 - October 2013
Bank of America November 2006 - March 2011
Ameriprise Financial July 2004 - November 2006
Skills
Credit Analysis, Investments, Banking, Private Banking, Management
Education
Saint Louis University 2008 — 2010
MBA, Finance
University of Missouri-Saint Louis 1999 — 2004
BA English, Minors: Business Administration, Sociology
Bank of America October 2013 - Present
Bank of America March 2011 - October 2013
Bank of America November 2006 - March 2011
Ameriprise Financial July 2004 - November 2006
Skills
Credit Analysis, Investments, Banking, Private Banking, Management
Education
Saint Louis University 2008 — 2010
MBA, Finance
University of Missouri-Saint Louis 1999 — 2004
BA English, Minors: Business Administration, Sociology
Dave Dick's Ameriprise Financial Experience October 2009 - January 2011
Job Franchise Field Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Wealth Strategies Northwest January 2011 - October 2011
Ameriprise Financial October 2009 - January 2011
Ameriprise Financial Services, Inc. September 2007 - October 2009
Education
Regis University 2002 — 2004
B.S., Finance & Accounting
Ameriprise Financial Services, Inc. October 2011 - Present
Wealth Strategies Northwest January 2011 - October 2011
Ameriprise Financial October 2009 - January 2011
Ameriprise Financial Services, Inc. September 2007 - October 2009
Education
Regis University 2002 — 2004
B.S., Finance & Accounting
Christopher Kirchberg's Ameriprise Financial Experience April 2009 - Present
Job Senior Regional Sales Manger
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
American Financial Marketing November 2006 - May 2008
Allianz Life Insurance Company 1991 - 2008
Allianz Life October 2004 - October 2006
Allianz Life November 1999 - October 2004
Allianz Life October 1997 - October 1999
Allianz Life June 1995 - September 1997
Allianz Life April 1991 - June 1994
Education
Saint John's University 1986 — 1990
Ameriprise Financial April 2009 - Present
American Financial Marketing November 2006 - May 2008
Allianz Life Insurance Company 1991 - 2008
Allianz Life October 2004 - October 2006
Allianz Life November 1999 - October 2004
Allianz Life October 1997 - October 1999
Allianz Life June 1995 - September 1997
Allianz Life April 1991 - June 1994
Education
Saint John's University 1986 — 1990
Tori Black's Ameriprise Financial Experience September 2007 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2007 - Present
Wachovia Securites March 2005 - September 2007
Education
Rock Valley College 1998 — 1999
General Ed
Harlem High School 1995 — 1998
Ameriprise Financial September 2007 - Present
Wachovia Securites March 2005 - September 2007
Education
Rock Valley College 1998 — 1999
General Ed
Harlem High School 1995 — 1998
Douglas Yakich, MSOS's Ameriprise Financial Experience August 2007 - March 2009
Job Business Consultant and Event/Marketing Manager
Industry Nonprofit Organization Management
Experience
Isabee Photography 2013 - Present
Cravate Soirée 2013 - Present
Doug Yakich - Self Employed September 2011 - Present
Glendale Executuive Townhomes Homeowners Association 2004 - Present
The Gloria Borges WunderGlo Foundation December 2014 - September 2015
United Ostomy Associations of America, Inc October 2013 - February 2015
Providence Health & Services September 2010 - September 2011
Freelance (Self Employed) April 2009 - September 2010
Ameriprise Financial August 2007 - March 2009
ING Direct 2004 - 2007
Skills
Event Planning, Event Management, Fundraising, Public Speaking, Leadership, Marketing, Nonprofits, Program Management, Training, Budgets, Marketing Strategy, Sales, Start-ups, Social Media, Integrated Marketing, Management
Education
Robert Morris University 2010 — 2012
MS, Organizational Leadership, 3.9
Robert Morris University 1994 — 1998
BSBA, Sports Management
Isabee Photography 2013 - Present
Cravate Soirée 2013 - Present
Doug Yakich - Self Employed September 2011 - Present
Glendale Executuive Townhomes Homeowners Association 2004 - Present
The Gloria Borges WunderGlo Foundation December 2014 - September 2015
United Ostomy Associations of America, Inc October 2013 - February 2015
Providence Health & Services September 2010 - September 2011
Freelance (Self Employed) April 2009 - September 2010
Ameriprise Financial August 2007 - March 2009
ING Direct 2004 - 2007
Skills
Event Planning, Event Management, Fundraising, Public Speaking, Leadership, Marketing, Nonprofits, Program Management, Training, Budgets, Marketing Strategy, Sales, Start-ups, Social Media, Integrated Marketing, Management
Education
Robert Morris University 2010 — 2012
MS, Organizational Leadership, 3.9
Robert Morris University 1994 — 1998
BSBA, Sports Management
Helen Tomosoiu's Ameriprise Financial Experience 2001 - 2002
Job Associate at Mercer
Industry Management Consulting
Experience
Mercer November 2005 - Present
Aon Consulting April 2003 - November 2005
Ameriprise Financial 2001 - 2002
Skills
Consulting, Strategic Partnerships, Project Management, Strategic Communications, Employee Benefits, Insurance, Reinsurance, Actuarial Science, Health Insurance, Disability Insurance, Commercial Insurance, Claim, Underwriting, Risk Management, Brokers
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science, Finance
Mercer November 2005 - Present
Aon Consulting April 2003 - November 2005
Ameriprise Financial 2001 - 2002
Skills
Consulting, Strategic Partnerships, Project Management, Strategic Communications, Employee Benefits, Insurance, Reinsurance, Actuarial Science, Health Insurance, Disability Insurance, Commercial Insurance, Claim, Underwriting, Risk Management, Brokers
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science, Finance
Kate Pacewicz's Ameriprise Financial Experience October 2003 - September 2006
Job Sr. Financial Analyst Supply Chain at Campbell Soup Company
Industry Food & Beverages
Experience
Campbell Soup Company January 2015 - Present
Campbell Soup Company October 2013 - December 2014
Campbell Soup Company November 2012 - October 2013
Campbell Soup Company March 2012 - November 2012
Campbell Soup Company March 2011 - March 2012
Campbell Soup Company June 2008 - March 2011
Campbell Soup Company June 2007 - June 2008
Duane Morris LLP January 2007 - June 2007
Ameriprise Financial October 2003 - September 2006
Skills
Financial Analysis, Accounting, SAP, Sarbanes-Oxley Act, Process Improvement, Budgets, Strategic Financial..., Finance, Financial Planning, Supply Chain Management, Procurement, Supply Chain, Strategic Sourcing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2016
Master of Business Administration (MBA)
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
BS, Finance
Campbell Soup Company January 2015 - Present
Campbell Soup Company October 2013 - December 2014
Campbell Soup Company November 2012 - October 2013
Campbell Soup Company March 2012 - November 2012
Campbell Soup Company March 2011 - March 2012
Campbell Soup Company June 2008 - March 2011
Campbell Soup Company June 2007 - June 2008
Duane Morris LLP January 2007 - June 2007
Ameriprise Financial October 2003 - September 2006
Skills
Financial Analysis, Accounting, SAP, Sarbanes-Oxley Act, Process Improvement, Budgets, Strategic Financial..., Finance, Financial Planning, Supply Chain Management, Procurement, Supply Chain, Strategic Sourcing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2016
Master of Business Administration (MBA)
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
BS, Finance
Karen Mallinger's Ameriprise Financial Experience April 2007 - May 2012
Job Security Program Manager and Chief of Staff for Chief Information Security Officer at SUPERVALU
Industry Financial Services
Experience
SUPERVALU April 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - April 2015
Ameriprise Financial Services, Inc. May 2012 - December 2014
Ameriprise Financial April 2007 - May 2012
Ameriprise Financial January 2004 - April 2007
Fortis Financial Group 1992 - 1995
Skills
SDLC, Disaster Recovery, PMO, Business Analysis, Risk Management, Requirements Gathering, Process Improvement, Financial Services, Requirements Analysis, Visio, Software Project..., IT Strategy, Program Management, Enterprise Architecture, Information Security, Security, PMP, Project Portfolio..., Business Process, Business Process..., Business Requirements, Computer Security, Governance, IT Management, ITIL, Incident Management, Management, Leadership, Resource Management, Vendor Management
Education
Saint Mary's University of Minnesota 1981 — 1985
BA, Psychology/Biology
SUPERVALU April 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - April 2015
Ameriprise Financial Services, Inc. May 2012 - December 2014
Ameriprise Financial April 2007 - May 2012
Ameriprise Financial January 2004 - April 2007
Fortis Financial Group 1992 - 1995
Skills
SDLC, Disaster Recovery, PMO, Business Analysis, Risk Management, Requirements Gathering, Process Improvement, Financial Services, Requirements Analysis, Visio, Software Project..., IT Strategy, Program Management, Enterprise Architecture, Information Security, Security, PMP, Project Portfolio..., Business Process, Business Process..., Business Requirements, Computer Security, Governance, IT Management, ITIL, Incident Management, Management, Leadership, Resource Management, Vendor Management
Education
Saint Mary's University of Minnesota 1981 — 1985
BA, Psychology/Biology
Chas Cahn's Ameriprise Financial Experience January 2008 - June 2009
Job Senior Marketing Manager at PepsiCo Frito Lay
Industry Consumer Goods
Experience
PepsiCo - Frito Lay May 2014 - Present
PepsiCo - Frito Lay January 2013 - May 2014
PepsiCo - Frito Lay August 2011 - January 2013
Kellogg School of Management June 2009 - June 2011
Ameriprise Financial January 2008 - June 2009
Ameriprise Financial September 2002 - January 2008
Skills
Cross-functional Team..., Investments, Marketing Strategy, Sales, Competitive Analysis, Change Management, Business Strategy, Strategy, Market Research, Brand Management, Customer Insight, Market Analysis, Segmentation, Consumer Products, Marketing
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA)
Rice University 1998 — 2002
B.A., Political Science
PepsiCo - Frito Lay May 2014 - Present
PepsiCo - Frito Lay January 2013 - May 2014
PepsiCo - Frito Lay August 2011 - January 2013
Kellogg School of Management June 2009 - June 2011
Ameriprise Financial January 2008 - June 2009
Ameriprise Financial September 2002 - January 2008
Skills
Cross-functional Team..., Investments, Marketing Strategy, Sales, Competitive Analysis, Change Management, Business Strategy, Strategy, Market Research, Brand Management, Customer Insight, Market Analysis, Segmentation, Consumer Products, Marketing
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA)
Rice University 1998 — 2002
B.A., Political Science
Michelle White, MA, LMFT's Ameriprise Financial Experience 2007 - November 2009
Job Licensed Marriage and Family Therapist at Rekindle Counseling
Industry Mental Health Care
Experience
University of Minnesota Medical Center, Fairview May 2015 - Present
Rekindle Counseling November 2011 - Present
Endersbe, Herron and Associates November 2009 - May 2015
Fairview Recovery Services January 2011 - December 2014
Walk In Counseling January 2012 - December 2012
Tubman 2009 - 2010
Ameriprise Financial 2007 - November 2009
Ameriprise Financial 2000 - 2007
Chrysalis, A Center for Women 1998 - 1999
Tubman 1995 - 1999
Skills
Conflict Resolution, Couples, Family Therapy, Counseling, Self-esteem, Mental Health, Psychotherapy, Psychology, EMDR, Group Therapy
Education
Saint Mary's University of Minnesota 2008 — 2011
MA, Marriage and Family Therapy
University of Minnesota-Twin Cities
BA, Women's Studies
University of Minnesota Medical Center, Fairview May 2015 - Present
Rekindle Counseling November 2011 - Present
Endersbe, Herron and Associates November 2009 - May 2015
Fairview Recovery Services January 2011 - December 2014
Walk In Counseling January 2012 - December 2012
Tubman 2009 - 2010
Ameriprise Financial 2007 - November 2009
Ameriprise Financial 2000 - 2007
Chrysalis, A Center for Women 1998 - 1999
Tubman 1995 - 1999
Skills
Conflict Resolution, Couples, Family Therapy, Counseling, Self-esteem, Mental Health, Psychotherapy, Psychology, EMDR, Group Therapy
Education
Saint Mary's University of Minnesota 2008 — 2011
MA, Marriage and Family Therapy
University of Minnesota-Twin Cities
BA, Women's Studies
Ernie Velez, CFP® AWMA® CLTC's Ameriprise Financial Experience August 2010 - Present
Job Financial Advisor, Vice President, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
Janney Montgomery Scott July 2002 - August 2010
Prudential Securities July 1996 - July 2002
Raymond James & Associates, Inc October 1995 - May 1996
JW Charles Securities November 1987 - October 1995
EF Hutton & Co. July 1986 - November 1987
Education
University of Florida 1977 — 1979
Bachelor of Science, Animal Science
Rollins College 1973 — 1976
Pre-Medicine/Pre-Medical Studies
Colegio San Antonio Abad 1968 — 1973
High School, College Preparatory
Ameriprise Financial August 2010 - Present
Janney Montgomery Scott July 2002 - August 2010
Prudential Securities July 1996 - July 2002
Raymond James & Associates, Inc October 1995 - May 1996
JW Charles Securities November 1987 - October 1995
EF Hutton & Co. July 1986 - November 1987
Education
University of Florida 1977 — 1979
Bachelor of Science, Animal Science
Rollins College 1973 — 1976
Pre-Medicine/Pre-Medical Studies
Colegio San Antonio Abad 1968 — 1973
High School, College Preparatory
Rebecca Proske, CFP's Ameriprise Financial Experience June 1997 - November 2012
Job Independent Branch Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Self Employed in my own Independent Certified Financial Planning Firm November 2012 - January 2013
Ameriprise Financial June 1997 - November 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1997
Bachelor's degree, Marketing
Charles Schwab February 2013 - Present
Self Employed in my own Independent Certified Financial Planning Firm November 2012 - January 2013
Ameriprise Financial June 1997 - November 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1997
Bachelor's degree, Marketing
Edward Rowe's Ameriprise Financial Experience May 2005 - December 2008
Job Senior Equity Analyst at Salient Partners
Industry Investment Banking
Experience
Salient Partners October 2014 - Present
Raymond James Financial Inc. June 2011 - October 2014
TPH Asset Management August 2010 - June 2011
Credit Agricole CIB May 2010 - January 2011
Ameriprise Financial May 2005 - December 2008
Skills
Financial Modeling, Valuation, MLP, Bloomberg, Portfolio Management, Equities, Hedge Funds, Corporate Finance, Finance, Energy, Equity Research, Investments, Financial Analysis, Asset Management
Education
Rice University 2009 — 2011
MBA, Finance
Rice University 2001 — 2005
B.A., Economics / Managerial Studies
Salient Partners October 2014 - Present
Raymond James Financial Inc. June 2011 - October 2014
TPH Asset Management August 2010 - June 2011
Credit Agricole CIB May 2010 - January 2011
Ameriprise Financial May 2005 - December 2008
Skills
Financial Modeling, Valuation, MLP, Bloomberg, Portfolio Management, Equities, Hedge Funds, Corporate Finance, Finance, Energy, Equity Research, Investments, Financial Analysis, Asset Management
Education
Rice University 2009 — 2011
MBA, Finance
Rice University 2001 — 2005
B.A., Economics / Managerial Studies
Marla Gaskill's Ameriprise Financial Experience 1997 - 2007
Job HR Generalist/Labor Relations at Philadelphia Energy Solutions
Industry Oil & Energy
Experience
Philadelpha Energy Solutions (formerly Sunoco Refinery) September 2012 - Present
Sunoco 2007 - September 2012
Ameriprise Financial 1997 - 2007
Skills
Employee Relations, Succession Planning, Performance Management, Onboarding, PeopleSoft, Benefits, Hiring, HR Policies, Labor Relations, Team Building, Sourcing, HR Strategy, Deferred Compensation, Human Resources, New Hire Orientations, Benefits Administration, FMLA, Employee Benefits
Education
Rutgers University – Camden 2007 — 2007
Human Resources, Human Resources
Philadelpha Energy Solutions (formerly Sunoco Refinery) September 2012 - Present
Sunoco 2007 - September 2012
Ameriprise Financial 1997 - 2007
Skills
Employee Relations, Succession Planning, Performance Management, Onboarding, PeopleSoft, Benefits, Hiring, HR Policies, Labor Relations, Team Building, Sourcing, HR Strategy, Deferred Compensation, Human Resources, New Hire Orientations, Benefits Administration, FMLA, Employee Benefits
Education
Rutgers University – Camden 2007 — 2007
Human Resources, Human Resources
Jenifer Woodside's Ameriprise Financial Experience 2006 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial 2006 - March 2009
Ameriprise Financial Services 2001 - 2006
Ameriprise Financial Services 1998 - 2001
Education
Robert Morris University 1990 — 1994
BS, Business Administration
Ameriprise Financial 2006 - March 2009
Ameriprise Financial Services 2001 - 2006
Ameriprise Financial Services 1998 - 2001
Education
Robert Morris University 1990 — 1994
BS, Business Administration
James Reddish, CFP®, CRPC®'s Ameriprise Financial Experience January 2006 - April 2010
Job Private Wealth Consultant at Sunbelt Securties, Inc.
Industry Financial Services
Experience
Sunbelt Securties, Inc. April 2010 - Present
Ameriprise Financial January 2006 - April 2010
Ameriprise January 2006 - April 2010
Education
Rice University
CFP
Universidad Andres Bello
Spanish
University of Houston
Finance and Management, Minor Spanish, Finance
Sunbelt Securties, Inc. April 2010 - Present
Ameriprise Financial January 2006 - April 2010
Ameriprise January 2006 - April 2010
Education
Rice University
CFP
Universidad Andres Bello
Spanish
University of Houston
Finance and Management, Minor Spanish, Finance
Manalika Ringshia's Ameriprise Financial Experience May 2009 - May 2010
Job Operations Associate at Owl Creek Asset Management
Industry Financial Services
Experience
Owl Creek Asset Management May 2014 - Present
Barclays Investment Bank July 2013 - Present
Barclays Investment Bank September 2012 - June 2013
Barclays Capital July 2011 - August 2012
Barclays Capital June 2010 - August 2010
Ameriprise Financial May 2009 - May 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Finance
Owl Creek Asset Management May 2014 - Present
Barclays Investment Bank July 2013 - Present
Barclays Investment Bank September 2012 - June 2013
Barclays Capital July 2011 - August 2012
Barclays Capital June 2010 - August 2010
Ameriprise Financial May 2009 - May 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Finance
Tim Pierce's Ameriprise Financial Experience January 2008 - May 2008
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management October 2013 - Present
Natixis Global Asset Management October 2012 - October 2013
Guardian Investor Services, LLC May 2010 - October 2012
The Guardian Annuities & RS Funds November 2009 - May 2010
JPMorgan Chase June 2009 - November 2009
Hutchison Landscaping, Inc May 2004 - November 2009
Ameriprise Financial January 2008 - May 2008
Education
Saint Anselm College 2005 — 2009
Financial Economics
Saint Anselm College
Bachelor of Arts, Financial Economics
Natixis Global Asset Management October 2013 - Present
Natixis Global Asset Management October 2012 - October 2013
Guardian Investor Services, LLC May 2010 - October 2012
The Guardian Annuities & RS Funds November 2009 - May 2010
JPMorgan Chase June 2009 - November 2009
Hutchison Landscaping, Inc May 2004 - November 2009
Ameriprise Financial January 2008 - May 2008
Education
Saint Anselm College 2005 — 2009
Financial Economics
Saint Anselm College
Bachelor of Arts, Financial Economics
Brian Gwanzura's Ameriprise Financial Experience August 2013 - December 2013
Job Assurance Specialist at PwC
Industry Higher Education
Experience
PwC September 2014 - Present
Radford University August 2012 - May 2014
Ameriprise Financial August 2013 - December 2013
Radford University January 2012 - May 2012
Radford University August 2010 - May 2012
Skills
Peachtree, Customer Service, PowerPoint, Microsoft Office, Higher Education, Microsoft Word, Microsoft Excel, Student Development, Social Media, Statistics, Teaching, Student Affairs, Event Planning, Time Management
Education
Radford University - College of Business and Economics 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.9/4.0
Radford University - College of Business and Economics 2009 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.2/4.0
PwC September 2014 - Present
Radford University August 2012 - May 2014
Ameriprise Financial August 2013 - December 2013
Radford University January 2012 - May 2012
Radford University August 2010 - May 2012
Skills
Peachtree, Customer Service, PowerPoint, Microsoft Office, Higher Education, Microsoft Word, Microsoft Excel, Student Development, Social Media, Statistics, Teaching, Student Affairs, Event Planning, Time Management
Education
Radford University - College of Business and Economics 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.9/4.0
Radford University - College of Business and Economics 2009 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.2/4.0
Al Saffert's Ameriprise Financial Experience December 2009 - December 2012
Job Vice President, Central Supervision Unit at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2009 - December 2012
Ameriprise Financial Services, Inc. September 2007 - November 2012
Prudential Financial 1994 - 2007
Skills
Series 7, Mutual Funds, Financial Services, Securities, Investments, Series 63, Risk Management, FINRA, Series 24, Wealth Management
Education
St. John's University
Bachelor's degree
University of St. Thomas
Master of Business Administration (MBA)
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2009 - December 2012
Ameriprise Financial Services, Inc. September 2007 - November 2012
Prudential Financial 1994 - 2007
Skills
Series 7, Mutual Funds, Financial Services, Securities, Investments, Series 63, Risk Management, FINRA, Series 24, Wealth Management
Education
St. John's University
Bachelor's degree
University of St. Thomas
Master of Business Administration (MBA)
Fred Pugh's Ameriprise Financial Experience July 1998 - March 1999
Job Agent at Tepedino Insurance Group
Industry Insurance
Experience
Tepedino Insurance Group August 2014 - Present
Allstate July 2010 - August 2014
JPMorgan Chase March 2007 - April 2010
Thomson Reuters March 1999 - March 2007
Ameriprise Financial July 1998 - March 1999
Skills
Equities, Fixed Income, Trading, CRM, Derivatives, Management, Competitive Analysis, Bonds, Financial Services, Mutual Funds, Electronic Trading, Software Documentation, Budgets, Analysis, Market Data, Business Analysis, Finance, Vendor Management
Education
Rowan University 1994 — 1998
Bachelor of Science, Business Management
Atlantic City High School 1990 — 1994
High School diploma
Tepedino Insurance Group August 2014 - Present
Allstate July 2010 - August 2014
JPMorgan Chase March 2007 - April 2010
Thomson Reuters March 1999 - March 2007
Ameriprise Financial July 1998 - March 1999
Skills
Equities, Fixed Income, Trading, CRM, Derivatives, Management, Competitive Analysis, Bonds, Financial Services, Mutual Funds, Electronic Trading, Software Documentation, Budgets, Analysis, Market Data, Business Analysis, Finance, Vendor Management
Education
Rowan University 1994 — 1998
Bachelor of Science, Business Management
Atlantic City High School 1990 — 1994
High School diploma
Henry Williams's Ameriprise Financial Experience January 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
All Star Baseball Academy January 2012 - April 2015
PHH Mortgage 2001 - 2010
American Express Financial Advisors September 1998 - December 2001
Florida Marlins 1997-1998 1997 - 1998
Education
Rowan University 1995 — 1997
Finance, Accounting and Finance
Highland
Ameriprise Financial January 2010 - Present
All Star Baseball Academy January 2012 - April 2015
PHH Mortgage 2001 - 2010
American Express Financial Advisors September 1998 - December 2001
Florida Marlins 1997-1998 1997 - 1998
Education
Rowan University 1995 — 1997
Finance, Accounting and Finance
Highland
Michael Kuczkowski's Ameriprise Financial Experience November 2006 - July 2013
Job AVP, Integrated Marketing, Content Development at The Hartford
Industry Financial Services
Experience
The Hartford July 2013 - Present
Ameriprise Financial November 2006 - July 2013
AEI Fund Management, Inc April 2005 - November 2006
Lincoln Financial Group 2002 - 2005
Strategic Management Group 2000 - 2002
Mercer 1997 - 2000
Skills
Series 7, Series 24, Finance, Writing, Video Production, Marketing Strategy, Marketing Communications, Retirement Planning, Strategic Financial..., Content Strategy, Web Content, Insurance, Banking, Investments, Graphics, Education content, Thought Leadership, Management, Corporate Branding, Content Development, Financial Services, Marketing
Education
Saint Bonaventure University
St. Bonaventure University
Design and Visual Communications, General
The Hartford July 2013 - Present
Ameriprise Financial November 2006 - July 2013
AEI Fund Management, Inc April 2005 - November 2006
Lincoln Financial Group 2002 - 2005
Strategic Management Group 2000 - 2002
Mercer 1997 - 2000
Skills
Series 7, Series 24, Finance, Writing, Video Production, Marketing Strategy, Marketing Communications, Retirement Planning, Strategic Financial..., Content Strategy, Web Content, Insurance, Banking, Investments, Graphics, Education content, Thought Leadership, Management, Corporate Branding, Content Development, Financial Services, Marketing
Education
Saint Bonaventure University
St. Bonaventure University
Design and Visual Communications, General
David Barrett-Johnson's Ameriprise Financial Experience January 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1998 - Present
Education
University of Virginia 1989 — 1997
Ph.D., Religious Studies
University of Tuebingen 1988 — 1989
Rice University 1984 — 1988
B.A., Religion/Religious Studies
Ameriprise Financial January 1998 - Present
Education
University of Virginia 1989 — 1997
Ph.D., Religious Studies
University of Tuebingen 1988 — 1989
Rice University 1984 — 1988
B.A., Religion/Religious Studies
G. Fred Hillger's Ameriprise Financial Experience February 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2004 - Present
Skills
Saving for Education, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation, 401k Rollovers, Retirement, Mutual Funds, Financial Advisory, Series 63, Estate Planning, Strategic Financial..., Education Funding, Investment Strategies, Investments, IRAs, Wealth Accumulation, Financial Goals, Fixed Annuities, Series 65, Wealth Management..., ETFs, Variable Annuities, Personal Financial..., Investment Management, Long Term Care Insurance, Life Insurance, Long-term Care, Wealth, Bonds, High Net Worth..., Fixed Income, 401k
Education
Roosevelt University 1980 — 1981
Economics
University of Michigan 1970 — 1974
BBA, Economics and Marketing
Ameriprise Financial February 2004 - Present
Skills
Saving for Education, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation, 401k Rollovers, Retirement, Mutual Funds, Financial Advisory, Series 63, Estate Planning, Strategic Financial..., Education Funding, Investment Strategies, Investments, IRAs, Wealth Accumulation, Financial Goals, Fixed Annuities, Series 65, Wealth Management..., ETFs, Variable Annuities, Personal Financial..., Investment Management, Long Term Care Insurance, Life Insurance, Long-term Care, Wealth, Bonds, High Net Worth..., Fixed Income, 401k
Education
Roosevelt University 1980 — 1981
Economics
University of Michigan 1970 — 1974
BBA, Economics and Marketing
Gary B. Sickler, CFP's Ameriprise Financial Experience October 1984 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial October 1984 - Present
Education
Rutgers University-New Brunswick 1975 — 1979
BA, Business Administration
Ameriprise Financial October 1984 - Present
Education
Rutgers University-New Brunswick 1975 — 1979
BA, Business Administration
Kit Ko's Ameriprise Financial Experience July 1997 - July 2009
Job Financial Reporting Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Tommy Hilfiger October 2012 - February 2014
Ameriprise Financial July 1997 - July 2009
Skills
Financial Reporting, Financial Statements, Accounting, Financial Accounting, Mutual Funds, Finance, Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Investments, Accounts Receivable
Education
Rutgers University
Bachelor of Science (BS), Accounting, Minor in Statistics
BNY Mellon February 2014 - Present
Tommy Hilfiger October 2012 - February 2014
Ameriprise Financial July 1997 - July 2009
Skills
Financial Reporting, Financial Statements, Accounting, Financial Accounting, Mutual Funds, Finance, Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Investments, Accounts Receivable
Education
Rutgers University
Bachelor of Science (BS), Accounting, Minor in Statistics
Lou Laselva's Ameriprise Financial Experience June 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial June 1999 - Present
Education
Rutgers, The State University of New Jersey-Camden 1996 — 1999
Bachelor of Science (BS), Finance, General
Ameriprise Financial June 1999 - Present
Education
Rutgers, The State University of New Jersey-Camden 1996 — 1999
Bachelor of Science (BS), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.