Ameriprise Financial
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Employees
Employee
Years
Job
Industry
Mike Lanski Mike Lanski's Ameriprise Financial Experience August 2008 - February 2010
Job at
Industry Insurance
Experience
U.S. Bank December 2014 - Present
Minnesota Twins January 2014 - Present
Minnesota Wild August 2005 - Present
Finance and Commerce, Inc July 2013 - December 2014
Regis Corporation June 2013 - June 2013
3M November 2012 - April 2013
Travelers August 2011 - August 2012
Girl Scouts of Minnesota and Wisconsin River Valleys May 2011 - July 2011
Wells Fargo May 2010 - December 2010
Ameriprise Financial August 2008 - February 2010
Skills
Customer Service, Data Entry, 10 Key, Microsoft Excel, Customer Relations, Teamwork, Excel, Word, History, Quality Assurance, Digital Photography, Typesetting, Volunteering, Social Media, Outlook, Access, Microsoft Office, Microsoft Word, Sales, Time Management, Public Speaking, Research, Management
Education
Augsburg College 2004 — 2013
Bachelor's degree, History, 3.225
West Shore Community College 1987 — 1989
AAAS; a Bachelors Degree, Data Processing
new life academy of woodbury 1981 — 1985
U.S. Bank December 2014 - Present
Minnesota Twins January 2014 - Present
Minnesota Wild August 2005 - Present
Finance and Commerce, Inc July 2013 - December 2014
Regis Corporation June 2013 - June 2013
3M November 2012 - April 2013
Travelers August 2011 - August 2012
Girl Scouts of Minnesota and Wisconsin River Valleys May 2011 - July 2011
Wells Fargo May 2010 - December 2010
Ameriprise Financial August 2008 - February 2010
Skills
Customer Service, Data Entry, 10 Key, Microsoft Excel, Customer Relations, Teamwork, Excel, Word, History, Quality Assurance, Digital Photography, Typesetting, Volunteering, Social Media, Outlook, Access, Microsoft Office, Microsoft Word, Sales, Time Management, Public Speaking, Research, Management
Education
Augsburg College 2004 — 2013
Bachelor's degree, History, 3.225
West Shore Community College 1987 — 1989
AAAS; a Bachelors Degree, Data Processing
new life academy of woodbury 1981 — 1985
David Hutchinson David Hutchinson's Ameriprise Financial Experience 1990 - 1994
Job VP, Midwest Division at AssetMark
Industry Financial Services
Experience
AssetMark June 2015 - Present
Hewins Financial Advisors May 2012 - December 2014
Minneapolis Portfolio Management Group, LLC January 2011 - May 2012
Fidelity Investments April 2009 - January 2011
Schwab Institutional January 2008 - December 2008
Schwab Institutional November 2005 - January 2008
Schwab Institutional January 2000 - November 2005
Ameriprise Financial 1990 - 1994
Skills
Wealth Management
Education
Arizona State University, W. P. Carey School of Business
Mini MBA, Services Leadership Institute
University of Minnesota - Carlson School of Management 1986 — 1990
BS, Finance
AssetMark June 2015 - Present
Hewins Financial Advisors May 2012 - December 2014
Minneapolis Portfolio Management Group, LLC January 2011 - May 2012
Fidelity Investments April 2009 - January 2011
Schwab Institutional January 2008 - December 2008
Schwab Institutional November 2005 - January 2008
Schwab Institutional January 2000 - November 2005
Ameriprise Financial 1990 - 1994
Skills
Wealth Management
Education
Arizona State University, W. P. Carey School of Business
Mini MBA, Services Leadership Institute
University of Minnesota - Carlson School of Management 1986 — 1990
BS, Finance
Tony Madsen, CFP®'s Ameriprise Financial Experience March 2011 - June 2013
Job Financial Advisor at Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice February 2014 - Present
Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice June 2013 - February 2014
Ameriprise Financial March 2011 - June 2013
Ameriprise Financial Services, Inc. July 2009 - March 2011
Education
Augustana University (SD) 2004 — 2007
Bachelor of Arts, Business Administration
RVHS
Redwood Valley High School
Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice February 2014 - Present
Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice June 2013 - February 2014
Ameriprise Financial March 2011 - June 2013
Ameriprise Financial Services, Inc. July 2009 - March 2011
Education
Augustana University (SD) 2004 — 2007
Bachelor of Arts, Business Administration
RVHS
Redwood Valley High School
Kristi Meyer's Ameriprise Financial Experience October 2010 - September 2011
Job Service Account Manager at TMobile
Industry Telecommunications
Experience
T-Mobile May 2014 - Present
T-Mobile September 2013 - May 2014
T-Mobile March 2012 - July 2013
Ameriprise Financial October 2010 - September 2011
Sprint June 2006 - August 2010
All In One Communications July 2002 - May 2006
Skills
B2B, Sales, New Business Development, Telecommunications, Cold Calling, Mobile Technology, Team Leadership, Lead Generation, Leadership, Retail, Sales Management, Management, Training, Wireless, Coaching, Social Networking, Networking, Mobile Applications, Teamwork, Marketing, Solutions Marketing, Problem Solving, Mobile Solutions, WiFi, Project Management, Strategy Implementation, Solution Implementation, Account Management, Customer Retention, Sales Operations, Salesforce.com, Mobile Devices, Customer Service, Customer Satisfaction, Sales Process, Direct Sales, Solution Selling
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), Marketing
Ashford University 2008 — 2010
BA, Public Relations/ Marketing
Minnesota State University, Mankato 2006 — 2008
Business: Marketing
T-Mobile May 2014 - Present
T-Mobile September 2013 - May 2014
T-Mobile March 2012 - July 2013
Ameriprise Financial October 2010 - September 2011
Sprint June 2006 - August 2010
All In One Communications July 2002 - May 2006
Skills
B2B, Sales, New Business Development, Telecommunications, Cold Calling, Mobile Technology, Team Leadership, Lead Generation, Leadership, Retail, Sales Management, Management, Training, Wireless, Coaching, Social Networking, Networking, Mobile Applications, Teamwork, Marketing, Solutions Marketing, Problem Solving, Mobile Solutions, WiFi, Project Management, Strategy Implementation, Solution Implementation, Account Management, Customer Retention, Sales Operations, Salesforce.com, Mobile Devices, Customer Service, Customer Satisfaction, Sales Process, Direct Sales, Solution Selling
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), Marketing
Ashford University 2008 — 2010
BA, Public Relations/ Marketing
Minnesota State University, Mankato 2006 — 2008
Business: Marketing
Neil Klein Neil Klein's Ameriprise Financial Experience April 1996 - November 1996
Job Sr. Director ~ Optum Quality / Business Improvement at Optum
Industry Hospital & Health Care
Experience
Optum July 2013 - Present
Youth Determined to Succeed October 2011 - Present
Dale Carnegie Training January 2008 - Present
Medtronic February 2008 - July 2013
Novus Print Media Network August 1998 - February 2008
Honeywell Technology Center February 1998 - August 1998
Qwest November 1996 - February 1998
Ameriprise Financial April 1996 - November 1996
Cargill, Inc June 1993 - April 1996
Northwestern Mutual Life January 1992 - August 1992
Skills
Project Management, Team Management, Leadership, Agile Methodologies, Contract Negotiation, Training, Vendor Management, Strategic Planning, Team Building, Change Management, Process Improvement, Team Leadership, Business Analysis, Coaching, Public Speaking, Management, Program Management, Business Case Design, Governance, User Stories, Mentoring, Integration, Strategy, Cross-functional Team..., Leadership Development, Management Consulting, Organizational..., Performance Management, Consulting, Long Distance Running
Education
Augsburg College 2011 — 2013
Master of Arts in Leadership, Organizational Leadership
University of Wisconsin-Eau Claire 1988 — 1993
Bachelor of Business Administration, Management Information Systems / Business Administration
Optum July 2013 - Present
Youth Determined to Succeed October 2011 - Present
Dale Carnegie Training January 2008 - Present
Medtronic February 2008 - July 2013
Novus Print Media Network August 1998 - February 2008
Honeywell Technology Center February 1998 - August 1998
Qwest November 1996 - February 1998
Ameriprise Financial April 1996 - November 1996
Cargill, Inc June 1993 - April 1996
Northwestern Mutual Life January 1992 - August 1992
Skills
Project Management, Team Management, Leadership, Agile Methodologies, Contract Negotiation, Training, Vendor Management, Strategic Planning, Team Building, Change Management, Process Improvement, Team Leadership, Business Analysis, Coaching, Public Speaking, Management, Program Management, Business Case Design, Governance, User Stories, Mentoring, Integration, Strategy, Cross-functional Team..., Leadership Development, Management Consulting, Organizational..., Performance Management, Consulting, Long Distance Running
Education
Augsburg College 2011 — 2013
Master of Arts in Leadership, Organizational Leadership
University of Wisconsin-Eau Claire 1988 — 1993
Bachelor of Business Administration, Management Information Systems / Business Administration
David J. Muller, MBA David J. Muller, MBA's Ameriprise Financial Experience May 2008 - September 2008
Job GSM Analyst at Intel
Industry Logistics and Supply Chain
Experience
Intel Corporation October 2014 - Present
Safeway February 2014 - October 2014
Arizona State University February 2013 - January 2014
Gurstel Chargo August 2012 - February 2013
CEA Global Education June 2009 - June 2012
Arizona Central Credit Union April 2008 - June 2009
Ameriprise Financial May 2008 - September 2008
Travelex Currency Exchange June 2007 - September 2007
Skills
Supply Chain Management, Procurement, Contract Negotiation, Accounts Receivable, Accounts Payable, Sales Management, Financial Analysis, Customer Service, Financial Advice, Customer Relations, Credit, Purchasing, Financial Advisory, Leadership, Spanish, Market Research, Sales, Analysis, Active Listener, Cross-cultural..., Perspective taker, Agility/flexibility, Skilled Relationship..., Great Motivator, Influence/persuade..., Creative thinker, Psychological ownership..., Implementer, Data Analysis, Program Management, Strategy, Project Management, Management, Microsoft Excel, Finance
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
W. P. Carey MBA (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
W.P. Carey School of Business, Arizona State University 2006 — 2008
Certificate, International Business
Universidad de Alicante 2006 — 2006
Business in the EU and Spanish
Intel Corporation October 2014 - Present
Safeway February 2014 - October 2014
Arizona State University February 2013 - January 2014
Gurstel Chargo August 2012 - February 2013
CEA Global Education June 2009 - June 2012
Arizona Central Credit Union April 2008 - June 2009
Ameriprise Financial May 2008 - September 2008
Travelex Currency Exchange June 2007 - September 2007
Skills
Supply Chain Management, Procurement, Contract Negotiation, Accounts Receivable, Accounts Payable, Sales Management, Financial Analysis, Customer Service, Financial Advice, Customer Relations, Credit, Purchasing, Financial Advisory, Leadership, Spanish, Market Research, Sales, Analysis, Active Listener, Cross-cultural..., Perspective taker, Agility/flexibility, Skilled Relationship..., Great Motivator, Influence/persuade..., Creative thinker, Psychological ownership..., Implementer, Data Analysis, Program Management, Strategy, Project Management, Management, Microsoft Excel, Finance
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
W. P. Carey MBA (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
W.P. Carey School of Business, Arizona State University 2006 — 2008
Certificate, International Business
Universidad de Alicante 2006 — 2006
Business in the EU and Spanish
Joshua Street's Ameriprise Financial Experience January 2011 - May 2012
Job Associate at Signal Ridge Capital Partners
Industry Financial Services
Experience
Signal Ridge Capital Partners December 2013 - Present
Babson College August 2013 - May 2014
Street Financial Services May 2012 - August 2013
Babson College September 2012 - May 2013
Geoff Gray Corporation June 2011 - May 2012
Ameriprise Financial January 2011 - May 2012
Bertucci's March 2011 - September 2011
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics
Salem High School 2006 — 2010
Signal Ridge Capital Partners December 2013 - Present
Babson College August 2013 - May 2014
Street Financial Services May 2012 - August 2013
Babson College September 2012 - May 2013
Geoff Gray Corporation June 2011 - May 2012
Ameriprise Financial January 2011 - May 2012
Bertucci's March 2011 - September 2011
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics
Salem High School 2006 — 2010
Darrin Diedrich, MBA Darrin Diedrich, MBA's Ameriprise Financial Experience October 2006 - September 2015
Job Director, Platinum Partners at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial October 2006 - September 2015
Ameriprise Financial January 2005 - October 2006
Ameriprise Financial September 2002 - December 2004
Ameriprise Financial January 2001 - September 2002
Piper Jaffray 1990 - 1995
Skills
Wealth Management, Mutual Funds, FINRA, Series 24, Series 7, Uniform Combined State..., Retirement, Strategy, Process Improvement, Leadership, Retirement Planning, Securities, Portfolio Management, Financial Services, Series 63, Financial Advisory, Risk Management, Relationship Management, Finance, Six Sigma, Options, Analysis, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Investment Strategies, 401k, Equities, Fixed Income
Education
Augsburg College 2006 — 2008
MBA
St. Cloud State University - Herberger Business School 1983 — 1988
B.S., Accounting
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial October 2006 - September 2015
Ameriprise Financial January 2005 - October 2006
Ameriprise Financial September 2002 - December 2004
Ameriprise Financial January 2001 - September 2002
Piper Jaffray 1990 - 1995
Skills
Wealth Management, Mutual Funds, FINRA, Series 24, Series 7, Uniform Combined State..., Retirement, Strategy, Process Improvement, Leadership, Retirement Planning, Securities, Portfolio Management, Financial Services, Series 63, Financial Advisory, Risk Management, Relationship Management, Finance, Six Sigma, Options, Analysis, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Investment Strategies, 401k, Equities, Fixed Income
Education
Augsburg College 2006 — 2008
MBA
St. Cloud State University - Herberger Business School 1983 — 1988
B.S., Accounting
Dushyant Saran's Ameriprise Financial Experience June 2010 - November 2012
Job Sr. Director Global Business Transformation at Visa
Industry Financial Services
Experience
Visa April 2015 - Present
LPL Financial April 2014 - April 2015
Strategy& (Formerly Booz & Company) October 2013 - April 2014
Ameriprise Financial Services, Inc. June 2010 - September 2013
Ameriprise Financial June 2010 - November 2012
Ameriprise Financial September 2009 - May 2010
Ameriprise Financial January 2008 - May 2010
Ameriprise Financial November 2005 - December 2007
American Express April 2004 - October 2005
Q's Sport May 1997 - April 2004
Skills
Vendor Management, Process Improvement, Management, Risk Management, Business Transformation, Change Management, Project Management, Financial Analysis, Business Process..., Analytics, Program Management, Strategic Planning, Strategic Sourcing, Financial Modeling, Transition Management, Business Analysis, Strategic Thinking, Project Finance, Strategic Analysis, Contract Negotiation, Supplier Negotiations, Pricing Strategy, Pricing Negotiations, Organisational..., Finance Transformation, Process Management, Process Optimization, Vendor Relations, Financial Planning, Financial Reporting, Financial Management, Audit, Compliance Audits, Billing, Change Control, Project Implementation, Project Delivery, Project Execution, Mergers, Acquisition Integration, M&A due diligence, Operational Due..., Transition Planning, Risk Mitigation, Risk Assessment, Risk Analysis, Business Analytics, Strategy, Cross-functional Team..., Outsourcing
Education
Indian Institute of Management, Calcutta 2002 — 2004
Master of Business Administration (MBA)
Bangalore University 1996 — 2001
B.Arch
The Lawrence School, Lovedale 1989 — 1996
AISSCE
Kendriya Vidyalaya 1988 — 1989
Methodist High School, Kanpur 1986 — 1988
Sishya School, Chennai (Madras) 1984 — 1986
Harrow School, Bareilly 1982 — 1984
Hartmann College, Bareilly 1982 — 1984
Visa April 2015 - Present
LPL Financial April 2014 - April 2015
Strategy& (Formerly Booz & Company) October 2013 - April 2014
Ameriprise Financial Services, Inc. June 2010 - September 2013
Ameriprise Financial June 2010 - November 2012
Ameriprise Financial September 2009 - May 2010
Ameriprise Financial January 2008 - May 2010
Ameriprise Financial November 2005 - December 2007
American Express April 2004 - October 2005
Q's Sport May 1997 - April 2004
Skills
Vendor Management, Process Improvement, Management, Risk Management, Business Transformation, Change Management, Project Management, Financial Analysis, Business Process..., Analytics, Program Management, Strategic Planning, Strategic Sourcing, Financial Modeling, Transition Management, Business Analysis, Strategic Thinking, Project Finance, Strategic Analysis, Contract Negotiation, Supplier Negotiations, Pricing Strategy, Pricing Negotiations, Organisational..., Finance Transformation, Process Management, Process Optimization, Vendor Relations, Financial Planning, Financial Reporting, Financial Management, Audit, Compliance Audits, Billing, Change Control, Project Implementation, Project Delivery, Project Execution, Mergers, Acquisition Integration, M&A due diligence, Operational Due..., Transition Planning, Risk Mitigation, Risk Assessment, Risk Analysis, Business Analytics, Strategy, Cross-functional Team..., Outsourcing
Education
Indian Institute of Management, Calcutta 2002 — 2004
Master of Business Administration (MBA)
Bangalore University 1996 — 2001
B.Arch
The Lawrence School, Lovedale 1989 — 1996
AISSCE
Kendriya Vidyalaya 1988 — 1989
Methodist High School, Kanpur 1986 — 1988
Sishya School, Chennai (Madras) 1984 — 1986
Harrow School, Bareilly 1982 — 1984
Hartmann College, Bareilly 1982 — 1984
Omer Rondeau, PMP's Ameriprise Financial Experience January 2011 - January 2012
Job Director Strategic Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Ameriprise Financial January 2011 - January 2012
Fidelity Investments November 2005 - December 2010
Oracle Consulting Services October 2002 - November 2005
Oracle Consulting Services April 1997 - October 2002
Sybase Professional Services January 1994 - April 1997
GTE Government Systems February 1991 - January 1994
GTE Government Systems May 1987 - February 1991
Skills
Program Management, Project Portfolio..., PMO, SDLC, Process Improvement, Project Delivery, Project Management, Vendor Management, Leadership, PMP, Business Process, Management, Software Project..., Agile Methodologies, Business Analysis, Management Consulting, Resource Management, Risk Management
Education
Babson College 1989 — 1994
Master of Business Administration, Business and Information Technology
Central New England College of Technology 1985 — 1989
Bachelor of Science, Information Technology
TIAA-CREF March 2012 - Present
Ameriprise Financial January 2011 - January 2012
Fidelity Investments November 2005 - December 2010
Oracle Consulting Services October 2002 - November 2005
Oracle Consulting Services April 1997 - October 2002
Sybase Professional Services January 1994 - April 1997
GTE Government Systems February 1991 - January 1994
GTE Government Systems May 1987 - February 1991
Skills
Program Management, Project Portfolio..., PMO, SDLC, Process Improvement, Project Delivery, Project Management, Vendor Management, Leadership, PMP, Business Process, Management, Software Project..., Agile Methodologies, Business Analysis, Management Consulting, Resource Management, Risk Management
Education
Babson College 1989 — 1994
Master of Business Administration, Business and Information Technology
Central New England College of Technology 1985 — 1989
Bachelor of Science, Information Technology
Dane Wilson's Ameriprise Financial Experience September 2006 - June 2008
Job Wealth Management Advisor at C&P Wealth Management
Industry Financial Services
Experience
C&P Wealth Management, LLC August 2009 - Present
Baldwin Wallace University July 2011 - June 2014
National City Bank November 2008 - August 2009
Ameriprise Financial September 2006 - June 2008
Skills
Wealth Management, Investments, Financial Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Asset Allocation, Retirement Plan..., Estate Planning, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Stock Market, 529 Plans, College Education..., Series 7, Strategic Financial..., Succession Planning, Asset Managment, Retirement Savings, Saving for Education, Investment Management, Mutual Funds, Finance, Financial Services, Insurance, Securities, IRAs, Small Business, Retirement, 401k, Budgets
Education
Baldwin Wallace University 2002 — 2006
Avon Lake High School 1998 — 2002
C&P Wealth Management, LLC August 2009 - Present
Baldwin Wallace University July 2011 - June 2014
National City Bank November 2008 - August 2009
Ameriprise Financial September 2006 - June 2008
Skills
Wealth Management, Investments, Financial Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Asset Allocation, Retirement Plan..., Estate Planning, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Stock Market, 529 Plans, College Education..., Series 7, Strategic Financial..., Succession Planning, Asset Managment, Retirement Savings, Saving for Education, Investment Management, Mutual Funds, Finance, Financial Services, Insurance, Securities, IRAs, Small Business, Retirement, 401k, Budgets
Education
Baldwin Wallace University 2002 — 2006
Avon Lake High School 1998 — 2002
Dave Drolson Dave Drolson's Ameriprise Financial Experience June 1993 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 1993 - Present
Ameriprise Financial 1993 - Present
Education
Augsburg College 1987 — 1991
BA, Finance & Accounting
Ameriprise Financial June 1993 - Present
Ameriprise Financial 1993 - Present
Education
Augsburg College 1987 — 1991
BA, Finance & Accounting
Sheri O'Connor, CRPC© Sheri O'Connor, CRPC©'s Ameriprise Financial Experience December 2007 - Present
Job Paraplanner at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial December 2007 - Present
Northwestern Mutual October 2002 - December 2007
Platinum Technology May 1996 - July 1999
Skills
Series 6, Insurance, Financial Planning, Investments, Retirement Planning, Series 7, Annuities, Mutual Funds, Long Term Care, Excel, Series 63, Word, Outlook, Securities, Compliance, Retirement Income..., Retirement
Education
Aurora University 1994 — 1996
BA, Business Administration
DGN 1983 — 1987
Ameriprise Financial December 2007 - Present
Northwestern Mutual October 2002 - December 2007
Platinum Technology May 1996 - July 1999
Skills
Series 6, Insurance, Financial Planning, Investments, Retirement Planning, Series 7, Annuities, Mutual Funds, Long Term Care, Excel, Series 63, Word, Outlook, Securities, Compliance, Retirement Income..., Retirement
Education
Aurora University 1994 — 1996
BA, Business Administration
DGN 1983 — 1987
Deepti Koikara's Ameriprise Financial Experience September 2005 - August 2009
Job Vice President of Business Development, Americas at Rystad Energy
Industry Oil & Energy
Experience
Rystad Energy January 2012 - Present
Thomson Reuters Point Carbon July 2011 - January 2012
Statoil April 2010 - September 2010
Ameriprise Financial September 2005 - August 2009
AllianceBernstein December 2003 - December 2004
Skills
Customer Relations, Sales Management, New Business Development, Negotiation, Financial Markets
Education
BI Norwegian Business School 2009 — 2010
Executive Masters in Energy Managment, Energy Management
ESCP Europe 2009 — 2010
Masters, Energy Management
Columbia University 1999 — 2003
Bachelors, Economics
Barnard College
Bronx Science
Rystad Energy January 2012 - Present
Thomson Reuters Point Carbon July 2011 - January 2012
Statoil April 2010 - September 2010
Ameriprise Financial September 2005 - August 2009
AllianceBernstein December 2003 - December 2004
Skills
Customer Relations, Sales Management, New Business Development, Negotiation, Financial Markets
Education
BI Norwegian Business School 2009 — 2010
Executive Masters in Energy Managment, Energy Management
ESCP Europe 2009 — 2010
Masters, Energy Management
Columbia University 1999 — 2003
Bachelors, Economics
Barnard College
Bronx Science
James Brewster James Brewster's Ameriprise Financial Experience 2005 - 2007
Job Director at Notre Dame Academy Duluth, GA A Marist and IB World School
Industry Financial Services
Experience
Notre Dame Academy - Duluth, GA - A Marist and IB World School April 2015 - Present
Boy Scouts of America 2004 - Present
Capstone Financial 2011 - 2014
Marist School 2008 - 2011
Ameriprise Financial 2005 - 2007
American Express 1989 - 2005
Skills
Strategic Planning, Leadership, Leadership Development, Finance, Budgets, Program Management, Strategic Financial..., Fundraising, Cross-functional Team..., Business Planning, Financial Analysis, Nonprofits, Volunteer Management, Non-profits, Marketing, Public Speaking, Microsoft Office, PowerPoint, Social Media, Management, Strategy, Financial Planning, Community Outreach, Event Planning, Staff Development
Education
Auburn University 1980 — 1985
BS, Accounting
Notre Dame Academy - Duluth, GA - A Marist and IB World School April 2015 - Present
Boy Scouts of America 2004 - Present
Capstone Financial 2011 - 2014
Marist School 2008 - 2011
Ameriprise Financial 2005 - 2007
American Express 1989 - 2005
Skills
Strategic Planning, Leadership, Leadership Development, Finance, Budgets, Program Management, Strategic Financial..., Fundraising, Cross-functional Team..., Business Planning, Financial Analysis, Nonprofits, Volunteer Management, Non-profits, Marketing, Public Speaking, Microsoft Office, PowerPoint, Social Media, Management, Strategy, Financial Planning, Community Outreach, Event Planning, Staff Development
Education
Auburn University 1980 — 1985
BS, Accounting
Stephen Meier's Ameriprise Financial Experience April 2005 - April 2008
Job Writer
Industry Writing and Editing
Experience
Stephen Meier April 2008 - Present
AMERIPRISE FINANCIAL April 2005 - April 2008
Ameriprise Financial Services, Inc. January 2004 - March 2005
Skills
Strategy, Social Media Marketing, Television, Email Marketing, Editing, Television, Film,..., Storytelling, Entertainment, Film, Press Releases, Public Relations, Publishing, Feature Films, Online Advertising, Creative Writing, Market Research, Publicity, Facebook, Copywriting, Media Relations, Video, Final Cut Pro, Online Marketing, Blogging, Social Networking, Video Production, Newsletters, Marketing, Copy Editing, Web Content, Broadcast, Public Speaking, Social Media, Advertising, Digital Media, Film Production, Content Strategy
Education
Arizona State University 1992 — 1996
BA, English
Arizona State University 1992 — 1996
Bachelor of Arts, English
Stephen Meier April 2008 - Present
AMERIPRISE FINANCIAL April 2005 - April 2008
Ameriprise Financial Services, Inc. January 2004 - March 2005
Skills
Strategy, Social Media Marketing, Television, Email Marketing, Editing, Television, Film,..., Storytelling, Entertainment, Film, Press Releases, Public Relations, Publishing, Feature Films, Online Advertising, Creative Writing, Market Research, Publicity, Facebook, Copywriting, Media Relations, Video, Final Cut Pro, Online Marketing, Blogging, Social Networking, Video Production, Newsletters, Marketing, Copy Editing, Web Content, Broadcast, Public Speaking, Social Media, Advertising, Digital Media, Film Production, Content Strategy
Education
Arizona State University 1992 — 1996
BA, English
Arizona State University 1992 — 1996
Bachelor of Arts, English
Craig Wisness Craig Wisness's Ameriprise Financial Experience May 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2008 - Present
H&R Block Financial Advisors May 2008 - September 2008
Wachovia Securities Financial Network January 2004 - May 2008
Prudential Securities January 1997 - January 2004
Education
Augsburg College 1968 — 1972
BS, Business Administration
Ameriprise Financial May 2008 - Present
H&R Block Financial Advisors May 2008 - September 2008
Wachovia Securities Financial Network January 2004 - May 2008
Prudential Securities January 1997 - January 2004
Education
Augsburg College 1968 — 1972
BS, Business Administration
Kevin J. Pittman's Ameriprise Financial Experience 1992 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial 1992 - Present
Education
Austin College 1987 — 1991
Bachelor of Business Administration (B.B.A.)
Ameriprise Financial 1992 - Present
Education
Austin College 1987 — 1991
Bachelor of Business Administration (B.B.A.)
Sandhya Krishnamurthy Sandhya Krishnamurthy's Ameriprise Financial Experience 2004 - 2006
Job Business Growth Enabler | Management Consultant to Financial Services businesses | Entrepreneur
Industry Management Consulting
Experience
S2E Consulting, LLC September 2014 - Present
Taproot Foundation February 2013 - Present
LPL Financial September 2013 - August 2014
Charles Schwab December 2011 - October 2012
Ameriprise Financial Services, Inc. November 2009 - April 2011
Ameriprise Financial, Inc October 2008 - November 2009
Ameriprise Financial Inc 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express 2002 - 2004
Skills
Strategy, Cross-functional Team..., Leadership, Program Management, Management, Business Analysis, Marketing, Financial Services, Competitive Analysis, Management Consulting, Product Management, Segmentation
Education
Indian Institute of Management, Bangalore 2000 — 2002
PGDM, Strategy, Finance
Portland State University 1998 — 1999
B.S., General Science, Business Administration
Bangalore University 1991 — 1994
B Sc, Mathematics, Statistics, Economics
S2E Consulting, LLC September 2014 - Present
Taproot Foundation February 2013 - Present
LPL Financial September 2013 - August 2014
Charles Schwab December 2011 - October 2012
Ameriprise Financial Services, Inc. November 2009 - April 2011
Ameriprise Financial, Inc October 2008 - November 2009
Ameriprise Financial Inc 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express 2002 - 2004
Skills
Strategy, Cross-functional Team..., Leadership, Program Management, Management, Business Analysis, Marketing, Financial Services, Competitive Analysis, Management Consulting, Product Management, Segmentation
Education
Indian Institute of Management, Bangalore 2000 — 2002
PGDM, Strategy, Finance
Portland State University 1998 — 1999
B.S., General Science, Business Administration
Bangalore University 1991 — 1994
B Sc, Mathematics, Statistics, Economics
Kevin Sime Kevin Sime's Ameriprise Financial Experience June 2004 - March 2009
Job Content Management Analyst at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
MetLife Financial Services November 2010 - Present
Complexitybuster Communications March 2010 - December 2011
Ameriprise Financial June 2004 - March 2009
Target Financial Services 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Relationship Management, Change Management, Leadership, Strategic Planning, Management, Content Management, Internal Communications, Corporate Communications, Sales, Event Planning, Marketing Strategy, Public Relations, Social Media, Newsletters, Marketing, Social Media Marketing, Project Management, Public Speaking, Copywriting, Media Relations, Editing, Proposal Writing, Email Marketing, Product Marketing, Advertising, Direct Marketing, Strategy, Integrated Marketing, Marketing Management, Social Networking
Education
Iowa State University 1994 — 1996
M.A., Rhetoric and Professional Communication
Augsburg College 1986 — 1991
B.A., English, Education
MetLife February 2015 - Present
MetLife Financial Services November 2010 - Present
Complexitybuster Communications March 2010 - December 2011
Ameriprise Financial June 2004 - March 2009
Target Financial Services 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Relationship Management, Change Management, Leadership, Strategic Planning, Management, Content Management, Internal Communications, Corporate Communications, Sales, Event Planning, Marketing Strategy, Public Relations, Social Media, Newsletters, Marketing, Social Media Marketing, Project Management, Public Speaking, Copywriting, Media Relations, Editing, Proposal Writing, Email Marketing, Product Marketing, Advertising, Direct Marketing, Strategy, Integrated Marketing, Marketing Management, Social Networking
Education
Iowa State University 1994 — 1996
M.A., Rhetoric and Professional Communication
Augsburg College 1986 — 1991
B.A., English, Education
Jennifer Sylvia, CRPC® Jennifer Sylvia, CRPC®'s Ameriprise Financial Experience May 2010 - Present
Job Financial Advisor with the practice of Steven Koch, CFP, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Ameriprise Financial April 2008 - May 2010
Education
Augustana College 2000 — 2001
Mathematics
Black Hawk College 1998 — 2000
Science
Alleman High School 1994 — 1998
Ameriprise Financial May 2010 - Present
Ameriprise Financial April 2008 - May 2010
Education
Augustana College 2000 — 2001
Mathematics
Black Hawk College 1998 — 2000
Science
Alleman High School 1994 — 1998
Shawntaya Jones Shawntaya Jones's Ameriprise Financial Experience October 2006 - April 2007
Job at
Industry Airlines/Aviation
Experience
Fresenius Medical Care June 2015 - Present
American Red Cross September 2014 - June 2015
Main'L Services Inc October 2011 - September 2014
John A. Haugen Associates August 2010 - September 2010
Wachovia, A Wells Fargo Company April 2007 - September 2008
Wachovia Account Representative April 2007 - September 2008
Ameriprise Financial October 2006 - April 2007
Ameriprise Financial Client Services October 2006 - April 2007
Sears Holdings Corporation September 2006 - November 2006
Northwest Airlines November 2005 - March 2006
Skills
Customer Service, Time Management, Marketing, Sales, Insurance, Call Centers, Teamwork, Inventory Management, Risk Management, Banking, Medical Terminology, Data Entry, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Accounting, Phlebotomy
Education
Minnesota School of Business 2008 — 2010
Associate's degree, Medical/Clinical Assistant
Minnesota School of Business 2008 — 2010
Associates, Applied Science; Medical Assisting
Augsburg College
Social Work
Fresenius Medical Care June 2015 - Present
American Red Cross September 2014 - June 2015
Main'L Services Inc October 2011 - September 2014
John A. Haugen Associates August 2010 - September 2010
Wachovia, A Wells Fargo Company April 2007 - September 2008
Wachovia Account Representative April 2007 - September 2008
Ameriprise Financial October 2006 - April 2007
Ameriprise Financial Client Services October 2006 - April 2007
Sears Holdings Corporation September 2006 - November 2006
Northwest Airlines November 2005 - March 2006
Skills
Customer Service, Time Management, Marketing, Sales, Insurance, Call Centers, Teamwork, Inventory Management, Risk Management, Banking, Medical Terminology, Data Entry, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Accounting, Phlebotomy
Education
Minnesota School of Business 2008 — 2010
Associate's degree, Medical/Clinical Assistant
Minnesota School of Business 2008 — 2010
Associates, Applied Science; Medical Assisting
Augsburg College
Social Work
Michelle Lunde Michelle Lunde's Ameriprise Financial Experience March 2009 - February 2011
Job Recruiter at Cargill
Industry Human Resources
Experience
Cargill September 2012 - Present
UnitedHealth Group January 2012 - August 2012
Cargill February 2011 - November 2011
Ameriprise Financial March 2009 - February 2011
Hyrian June 2008 - November 2008
Hyrian July 2006 - June 2008
Express Personnel Services March 2004 - July 2006
Masterson Personnel January 2003 - March 2004
Skills
Salary Negotiation, Sourcing, Interviewing, Cold Calling, Job Posting, Temporary Staffing, Applicant Tracking..., Technical Recruiting, Full-cycle Recruiting, Internet Recruiting, Talent Acquisition, Screening, OFCCP, Building Relationships, Staffing Services, Requirements Gathering, Hiring, Candidate Assessment, Creative Sourcing, Benefits Negotiation, Recruiting, Interviews, Taleo, Executive Search, Onboarding, Temporary Placement, New Hire Orientations, Screening Resumes, Training, Management, College Recruiting, PeopleSoft, Job Scanning, Employer Branding, Payroll, Contract Recruitment, Job Fairs, Resume Writing, Employee Relations, Human Resources, Talent Management, Job Descriptions, Corporate Recruiting, Employee Engagement, HRIS, Benefits Administration, Personnel Management, Succession Planning, Workforce Planning, HR Policies
Education
Augustana University (SD)
BA, Business Communications
Cargill September 2012 - Present
UnitedHealth Group January 2012 - August 2012
Cargill February 2011 - November 2011
Ameriprise Financial March 2009 - February 2011
Hyrian June 2008 - November 2008
Hyrian July 2006 - June 2008
Express Personnel Services March 2004 - July 2006
Masterson Personnel January 2003 - March 2004
Skills
Salary Negotiation, Sourcing, Interviewing, Cold Calling, Job Posting, Temporary Staffing, Applicant Tracking..., Technical Recruiting, Full-cycle Recruiting, Internet Recruiting, Talent Acquisition, Screening, OFCCP, Building Relationships, Staffing Services, Requirements Gathering, Hiring, Candidate Assessment, Creative Sourcing, Benefits Negotiation, Recruiting, Interviews, Taleo, Executive Search, Onboarding, Temporary Placement, New Hire Orientations, Screening Resumes, Training, Management, College Recruiting, PeopleSoft, Job Scanning, Employer Branding, Payroll, Contract Recruitment, Job Fairs, Resume Writing, Employee Relations, Human Resources, Talent Management, Job Descriptions, Corporate Recruiting, Employee Engagement, HRIS, Benefits Administration, Personnel Management, Succession Planning, Workforce Planning, HR Policies
Education
Augustana University (SD)
BA, Business Communications
David Peterson CPPM David Peterson CPPM's Ameriprise Financial Experience September 2006 - March 2007
Job Sr. Business Systems Analyst at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines December 2013 - Present
RCIS - Wells Fargo Inc. April 2013 - October 2013
Minnesota Finance Housing Agency October 2008 - January 2013
Minnesota Housing Finance Agency October 2008 - January 2012
Northwest Airlines March 2007 - May 2008
Ameriprise Financial September 2006 - March 2007
Haven Land Development Inc. January 2003 - October 2006
Piper Jaffray November 1984 - November 2002
Skills
Process Improvement, Business Analysis, Project Management, Business Requirements, Risk Management, Business Intelligence, Requirements Gathering, Visio, Software Project..., SharePoint, SDLC, Requirements Analysis, Program Management, Cross-functional Team..., Vendor Management, Analysis, Testing, PMP, Strategic Planning, Business Process, Management, Integration, Oracle, MS Project, Software Documentation, Team Leadership, IT Strategy, Enterprise Architecture, Change Management, ASP.NET, Microsoft SQL Server, Training, Leadership, Security, Business Process..., IT Management, Disaster Recovery, Governance, Agile Methodologies, Quality Assurance
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager (CPPM) Program
Brown College Minneapolis, MN 1983 — 1984
Computer Programming, Computer Programming, 4.0
University of Saint Thomas 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Augsburg College
Delta Air Lines December 2013 - Present
RCIS - Wells Fargo Inc. April 2013 - October 2013
Minnesota Finance Housing Agency October 2008 - January 2013
Minnesota Housing Finance Agency October 2008 - January 2012
Northwest Airlines March 2007 - May 2008
Ameriprise Financial September 2006 - March 2007
Haven Land Development Inc. January 2003 - October 2006
Piper Jaffray November 1984 - November 2002
Skills
Process Improvement, Business Analysis, Project Management, Business Requirements, Risk Management, Business Intelligence, Requirements Gathering, Visio, Software Project..., SharePoint, SDLC, Requirements Analysis, Program Management, Cross-functional Team..., Vendor Management, Analysis, Testing, PMP, Strategic Planning, Business Process, Management, Integration, Oracle, MS Project, Software Documentation, Team Leadership, IT Strategy, Enterprise Architecture, Change Management, ASP.NET, Microsoft SQL Server, Training, Leadership, Security, Business Process..., IT Management, Disaster Recovery, Governance, Agile Methodologies, Quality Assurance
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager (CPPM) Program
Brown College Minneapolis, MN 1983 — 1984
Computer Programming, Computer Programming, 4.0
University of Saint Thomas 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Augsburg College
Annie (Kaydence) Overfors Annie (Kaydence) Overfors's Ameriprise Financial Experience March 2010 - August 2011
Job Auditor Intermediate at Minnesota Department of Commerce
Industry Financial Services
Experience
Minnesota Department of Commerce April 2014 - Present
TruCairn Advisors February 2012 - April 2014
Ameriprise Financial March 2010 - August 2011
John Deere June 2008 - September 2009
Augustana College September 2007 - March 2009
Skills
Finance, Strategic Financial..., Microsoft Excel, Investments, Financial Analysis, Insurance, Financial Modeling, Series 7, Portfolio Management, Financial Reporting, Wealth Management, Financial Advisory, Analysis, Retirement Planning, Credit, Mutual Funds
Education
Augustana College 2004 — 2009
Bachelor of Arts, Business Administration
Minnesota Department of Commerce April 2014 - Present
TruCairn Advisors February 2012 - April 2014
Ameriprise Financial March 2010 - August 2011
John Deere June 2008 - September 2009
Augustana College September 2007 - March 2009
Skills
Finance, Strategic Financial..., Microsoft Excel, Investments, Financial Analysis, Insurance, Financial Modeling, Series 7, Portfolio Management, Financial Reporting, Wealth Management, Financial Advisory, Analysis, Retirement Planning, Credit, Mutual Funds
Education
Augustana College 2004 — 2009
Bachelor of Arts, Business Administration
Subhankar Choudhury, ME, MBA, PMP Subhankar Choudhury, ME, MBA, PMP's Ameriprise Financial Experience June 2010 - February 2011
Job Sr. Business Systems Analyst at Omgeo
Industry Computer Software
Experience
LeapFrog Systems March 2015 - Present
MorphoTrust ™ USA February 2011 - March 2015
Ameriprise Financial June 2010 - February 2011
Fidelity Investments August 2009 - May 2010
State Street Corp September 2005 - December 2008
Keane at UBS November 2004 - August 2005
Keane at Statestreet Corp September 1997 - October 2004
Infosys August 1994 - September 1997
Skills
Business Analysis, Project Management, Systems Analysis, System Architecture, System Integration, Requirements Analysis, SOA, Product Development, Database Design, Integration, Vendor Management, SDLC, Software Documentation, Program Management, Management, Software Development, Leadership, Agile Methodologies, Software Project..., Business Intelligence, IT Strategy, PMP, SharePoint, Enterprise Architecture, Enterprise Software, Solution Architecture, SaaS, Data Warehousing, Requirements Gathering, Scrum, Agile Project Management, Databases, Security, Visio, Testing, SQL, Disaster Recovery, Consulting, Information Technology, Data Modeling, Process Improvement, Business Process, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Business Management
Indian Institute of Science 1990 — 1994
M.E., Metallurgy
LeapFrog Systems March 2015 - Present
MorphoTrust ™ USA February 2011 - March 2015
Ameriprise Financial June 2010 - February 2011
Fidelity Investments August 2009 - May 2010
State Street Corp September 2005 - December 2008
Keane at UBS November 2004 - August 2005
Keane at Statestreet Corp September 1997 - October 2004
Infosys August 1994 - September 1997
Skills
Business Analysis, Project Management, Systems Analysis, System Architecture, System Integration, Requirements Analysis, SOA, Product Development, Database Design, Integration, Vendor Management, SDLC, Software Documentation, Program Management, Management, Software Development, Leadership, Agile Methodologies, Software Project..., Business Intelligence, IT Strategy, PMP, SharePoint, Enterprise Architecture, Enterprise Software, Solution Architecture, SaaS, Data Warehousing, Requirements Gathering, Scrum, Agile Project Management, Databases, Security, Visio, Testing, SQL, Disaster Recovery, Consulting, Information Technology, Data Modeling, Process Improvement, Business Process, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Business Management
Indian Institute of Science 1990 — 1994
M.E., Metallurgy
Diane Marget Diane Marget's Ameriprise Financial Experience 1998 - 2009
Job Sr. Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Ameriprise Financial 1998 - 2009
Ameriprise Financial Services, Inc. 1996 - 1998
Ameriprise Financial Services, Inc. 1994 - 1996
Ameriprise Financial Services, Inc. 1992 - 1994
Ameriprise Financial Services, Inc. 1988 - 1992
Ameriprise Financial Services, Inc. 1985 - 1988
Ameriprise Financial Services, Inc. 1979 - 1985
Skills
Integration, Leadership, Requirements Gathering, JCL, Project Management, Requirements Analysis, Lotus Notes, Business Requirements, Testing, Program Management, Mainframe, Software Documentation, Windows
Education
Concordia University-St. Paul 2013 — 2015
Information Technology Management
North Hennepin Community College 2010 — 2012
Associate of Arts
Lee Hecht Harrison 2009 — 2009
2 Day Career Transition Seminar
Augsburg College
University of Minnesota-Twin Cities
Computer Science
Ameriprise Financial Services, Inc. April 2011 - Present
Ameriprise Financial 1998 - 2009
Ameriprise Financial Services, Inc. 1996 - 1998
Ameriprise Financial Services, Inc. 1994 - 1996
Ameriprise Financial Services, Inc. 1992 - 1994
Ameriprise Financial Services, Inc. 1988 - 1992
Ameriprise Financial Services, Inc. 1985 - 1988
Ameriprise Financial Services, Inc. 1979 - 1985
Skills
Integration, Leadership, Requirements Gathering, JCL, Project Management, Requirements Analysis, Lotus Notes, Business Requirements, Testing, Program Management, Mainframe, Software Documentation, Windows
Education
Concordia University-St. Paul 2013 — 2015
Information Technology Management
North Hennepin Community College 2010 — 2012
Associate of Arts
Lee Hecht Harrison 2009 — 2009
2 Day Career Transition Seminar
Augsburg College
University of Minnesota-Twin Cities
Computer Science
Rene Espinoza Rene Espinoza's Ameriprise Financial Experience December 1999 - March 2010
Job Financial AdvisorFranchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1998 - Present
Merrill Lynch March 2010 - July 2011
Ameriprise Financial December 1999 - March 2010
Education
Arizona State University, W. P. Carey School of Business 1992 — 1998
BS, Finance
Ameriprise Financial Services, Inc. July 1998 - Present
Merrill Lynch March 2010 - July 2011
Ameriprise Financial December 1999 - March 2010
Education
Arizona State University, W. P. Carey School of Business 1992 — 1998
BS, Finance
Tim Stensrud Tim Stensrud's Ameriprise Financial Experience April 2007 - May 2011
Job Senior Director Introducing Broker Dealer Transaction Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial April 2007 - May 2011
Ameriprise Financial October 2001 - April 2007
US Bank 1996 - 1999
Skills
Mutual Funds, Financial Advisory, Series 7, FINRA, Securities, Asset Managment, AML, Insurance, Trading, Financial Services, Asset Management, Back Office, Wealth Management, Series 63, Financial Risk, Series 24
Education
Augsburg College 2006 — 2008
masters, business administration
Minnesota State University, Mankato 1988 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
St. Cloud State University 1988 — 1992
bs, business
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial April 2007 - May 2011
Ameriprise Financial October 2001 - April 2007
US Bank 1996 - 1999
Skills
Mutual Funds, Financial Advisory, Series 7, FINRA, Securities, Asset Managment, AML, Insurance, Trading, Financial Services, Asset Management, Back Office, Wealth Management, Series 63, Financial Risk, Series 24
Education
Augsburg College 2006 — 2008
masters, business administration
Minnesota State University, Mankato 1988 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
St. Cloud State University 1988 — 1992
bs, business
Alan Friedberg's Ameriprise Financial Experience January 1998 - Present
Job CFP®, MBA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial January 1998 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business
Masters of Business Administration, Finance, General
Ameriprise Financial January 1998 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business
Masters of Business Administration, Finance, General
Jason Albritton Jason Albritton's Ameriprise Financial Experience September 2004 - January 2006
Job Commercial Banker at Bank of North Georgia
Industry Banking
Experience
Bank of North Georgia May 2013 - Present
Synovus - Bank of North Georgia July 2012 - July 2013
Alexander Proudfoot December 2011 - July 2012
Peachtree Financial Solutions November 2009 - August 2011
Peachtree Capital Markets November 2009 - August 2011
Peachtree Advanced Life Solutions (PALS) October 2007 - November 2009
Peachtree LBP November 2006 - October 2007
Jackson National Life January 2006 - November 2006
Ameriprise Financial September 2004 - January 2006
SouthTrust Bank January 2002 - September 2004
Skills
Private Placements, Structured Settlements, Alternative Investments, Life Settlements, Financial Planning, Life Insurance, Annuities, Credit, Banking, Business Development, Finance, Financial Analysis, Financial Services, Loans, Credit Analysis, Fixed Annuities, Financial Advisory, Insurance, Investment Strategies, Investments, Pensions, Portfolio Management, Risk Management, Sales, Sales Management, Sales Operations, Series 7, Strategic Financial...
Education
Auburn University 1998 — 2001
Bachelor of Science, Economics
John Carroll High School 1994 — 1998
Bank of North Georgia May 2013 - Present
Synovus - Bank of North Georgia July 2012 - July 2013
Alexander Proudfoot December 2011 - July 2012
Peachtree Financial Solutions November 2009 - August 2011
Peachtree Capital Markets November 2009 - August 2011
Peachtree Advanced Life Solutions (PALS) October 2007 - November 2009
Peachtree LBP November 2006 - October 2007
Jackson National Life January 2006 - November 2006
Ameriprise Financial September 2004 - January 2006
SouthTrust Bank January 2002 - September 2004
Skills
Private Placements, Structured Settlements, Alternative Investments, Life Settlements, Financial Planning, Life Insurance, Annuities, Credit, Banking, Business Development, Finance, Financial Analysis, Financial Services, Loans, Credit Analysis, Fixed Annuities, Financial Advisory, Insurance, Investment Strategies, Investments, Pensions, Portfolio Management, Risk Management, Sales, Sales Management, Sales Operations, Series 7, Strategic Financial...
Education
Auburn University 1998 — 2001
Bachelor of Science, Economics
John Carroll High School 1994 — 1998
Rob Bossen Rob Bossen's Ameriprise Financial Experience February 2010 - February 2011
Job Director of Sales and Logistics at Pau Hana Surf Supply
Industry Sporting Goods
Experience
Pau Hana Surf Supply February 2013 - Present
Silver Creek Paddle & Compay April 2010 - March 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial February 2010 - February 2011
Ameriprise Financial Services, Inc. March 2009 - March 2010
Ameriprise Financial May 2007 - March 2009
Ameriprise Financial March 2005 - May 2007
American Express Financial Advisors July 2002 - March 2005
Cargill July 1999 - July 2002
Skills
Finance, Sales, Training
Education
Augsburg College 2008 — 2009
MBA
University of Wisconsin-Eau Claire 1996 — 1999
BA, Management Information Systems
Pau Hana Surf Supply February 2013 - Present
Silver Creek Paddle & Compay April 2010 - March 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial February 2010 - February 2011
Ameriprise Financial Services, Inc. March 2009 - March 2010
Ameriprise Financial May 2007 - March 2009
Ameriprise Financial March 2005 - May 2007
American Express Financial Advisors July 2002 - March 2005
Cargill July 1999 - July 2002
Skills
Finance, Sales, Training
Education
Augsburg College 2008 — 2009
MBA
University of Wisconsin-Eau Claire 1996 — 1999
BA, Management Information Systems
Michael D. Olson CRPC® Michael D. Olson CRPC®'s Ameriprise Financial Experience September 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.with the practice of Deborah Olson CRPC®
Industry Financial Services
Experience
Ameriprise Financial September 1993 - Present
Education
Augustana University (SD) 1970 — 1973
BA, Chemistry
Ameriprise Financial September 1993 - Present
Education
Augustana University (SD) 1970 — 1973
BA, Chemistry
Erik Scudder Erik Scudder's Ameriprise Financial Experience August 2007 - May 2009
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners November 2013 - Present
Ameriprise Financial Services, Inc. September 2006 - November 2013
Ameriprise Financial August 2007 - May 2009
Great American Restaurants August 2002 - August 2006
Education
Baldwin Wallace University 1998 — 2002
Integrated Financial Partners November 2013 - Present
Ameriprise Financial Services, Inc. September 2006 - November 2013
Ameriprise Financial August 2007 - May 2009
Great American Restaurants August 2002 - August 2006
Education
Baldwin Wallace University 1998 — 2002
Cheryl Ouellette Cheryl Ouellette's Ameriprise Financial Experience 1990 - 2006
Job Manager at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting ManagerDeloitte2006 - Present
Ameriprise 1990 - 2006
American Express Retirement Services 1990 - 2006
Ameriprise Financial 1990 - 2006
Skills
Financial Services, Management Consulting, Business Transformation, Relationship Management, Business Analysis, PMO, Business Process..., Financial Modeling, Risk Management, Business Process..., Vendor Management, Process Improvement
Education
Augsburg College 1986 — 1993
Deloitte Consulting ManagerDeloitte2006 - Present
Ameriprise 1990 - 2006
American Express Retirement Services 1990 - 2006
Ameriprise Financial 1990 - 2006
Skills
Financial Services, Management Consulting, Business Transformation, Relationship Management, Business Analysis, PMO, Business Process..., Financial Modeling, Risk Management, Business Process..., Vendor Management, Process Improvement
Education
Augsburg College 1986 — 1993
C. Don Ladd C. Don Ladd's Ameriprise Financial Experience March 1969 - Present
Job Senior Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial March 1969 - Present
American Express, IDS 1990 - 1995
Education
Austin Peay State University 1961 — 1969
B S., Chemisty and Business
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial March 1969 - Present
American Express, IDS 1990 - 1995
Education
Austin Peay State University 1961 — 1969
B S., Chemisty and Business
Kevin Knighten Kevin Knighten's Ameriprise Financial Experience January 2008 - August 2012
Job Global Brand Director at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments December 2014 - Present
Fireman's Fund Insurance Company August 2012 - November 2014
Ameriprise Financial January 2008 - August 2012
Ameriprise Financial March 2007 - January 2008
MARC USA March 2004 - March 2007
Nautilus 2002 - 2004
Ackerman McQueen 2000 - 2002
Skills
Marketing Strategy, Marketing Communications, Advertising, Digital Strategy, Online Advertising, Creative Direction, Brand Management, Marketing, Lead Generation, Creative Strategy, Interactive Advertising, Social Media, Analytics, Multi-channel Marketing, Database Marketing, SEO, Online Marketing, Strategy, Leadership, B2B, Brand Development, New Media, Product Development
Education
The University of Memphis 1994 — 1996
MBA, Marketing
Arkansas State University 1989 — 1993
Bachelor of Science, Finance
Franklin Templeton Investments December 2014 - Present
Fireman's Fund Insurance Company August 2012 - November 2014
Ameriprise Financial January 2008 - August 2012
Ameriprise Financial March 2007 - January 2008
MARC USA March 2004 - March 2007
Nautilus 2002 - 2004
Ackerman McQueen 2000 - 2002
Skills
Marketing Strategy, Marketing Communications, Advertising, Digital Strategy, Online Advertising, Creative Direction, Brand Management, Marketing, Lead Generation, Creative Strategy, Interactive Advertising, Social Media, Analytics, Multi-channel Marketing, Database Marketing, SEO, Online Marketing, Strategy, Leadership, B2B, Brand Development, New Media, Product Development
Education
The University of Memphis 1994 — 1996
MBA, Marketing
Arkansas State University 1989 — 1993
Bachelor of Science, Finance
Angelo Kourkafas, CFA Angelo Kourkafas, CFA's Ameriprise Financial Experience October 2006 - June 2007
Job Associate Equity Analyst Industrials at Edward Jones
Industry Investment Management
Experience
Edward Jones July 2014 - Present
Avatar Securities, LLC October 2008 - June 2014
Minnesota State University, Mankato August 2007 - May 2008
HSBC June 2007 - August 2007
Ameriprise Financial October 2006 - June 2007
Skills
Trading, Securities, Investments, Asset Management, Economics, Excel, PowerPoint, Microsoft Office, Financial Modeling, Technical Analysis, Portfolio Management, Equities, Financial Risk, Financial Services, Equity Valuation, Bloomberg, Oil & Gas Industry, Statistics, Research, Index Arbitrage, Data Analysis, Risk, Risk Management, TradeStation, Financial Statement..., Equity Capital Markets, Derivatives, Fixed Income, Alternative Investments, Swaps, Word, Microsoft Excel, Equity Trading, Proprietary Trading, Quantitative Analytics
Education
Minnesota State University, Mankato 2006 — 2008
MBA, Finance
Athens University of Economics and Business 2002 — 2006
B.A., Business Administration
Edward Jones July 2014 - Present
Avatar Securities, LLC October 2008 - June 2014
Minnesota State University, Mankato August 2007 - May 2008
HSBC June 2007 - August 2007
Ameriprise Financial October 2006 - June 2007
Skills
Trading, Securities, Investments, Asset Management, Economics, Excel, PowerPoint, Microsoft Office, Financial Modeling, Technical Analysis, Portfolio Management, Equities, Financial Risk, Financial Services, Equity Valuation, Bloomberg, Oil & Gas Industry, Statistics, Research, Index Arbitrage, Data Analysis, Risk, Risk Management, TradeStation, Financial Statement..., Equity Capital Markets, Derivatives, Fixed Income, Alternative Investments, Swaps, Word, Microsoft Excel, Equity Trading, Proprietary Trading, Quantitative Analytics
Education
Minnesota State University, Mankato 2006 — 2008
MBA, Finance
Athens University of Economics and Business 2002 — 2006
B.A., Business Administration
Velda Gabrielson Velda Gabrielson's Ameriprise Financial Experience 1996 - 2008
Job Instructional Designer at US Bank
Industry Financial Services
Experience
US Bank July 2008 - Present
Ameriprise Financial Advisors June 2007 - June 2008
Ameriprise Financial 1996 - 2008
American Express 1991 - 1996
Skills
Budgets, Cross-functional Team..., Process Improvement, Management, Training, Instructional Design, Leadership, Project Management, Captivate, Analysis, Distance Learning, Risk Management, Sales, Software Documentation, Microsoft Office, Needs Analysis, E-Learning, Learning Management..., Strategy, Leadership Development, Learning Management, Policy, Instructor-led Training
Education
University of St. Thomas 1996 — 2001
MA, Human Resource Development (Instructional Design)
Augsburg College 1986 — 1990
BA, Communications, History
US Bank July 2008 - Present
Ameriprise Financial Advisors June 2007 - June 2008
Ameriprise Financial 1996 - 2008
American Express 1991 - 1996
Skills
Budgets, Cross-functional Team..., Process Improvement, Management, Training, Instructional Design, Leadership, Project Management, Captivate, Analysis, Distance Learning, Risk Management, Sales, Software Documentation, Microsoft Office, Needs Analysis, E-Learning, Learning Management..., Strategy, Leadership Development, Learning Management, Policy, Instructor-led Training
Education
University of St. Thomas 1996 — 2001
MA, Human Resource Development (Instructional Design)
Augsburg College 1986 — 1990
BA, Communications, History
Benjamin Meents's Ameriprise Financial Experience 2002 - 2010
Job Brand Director at Optum
Industry Marketing and Advertising
Experience
Optum April 2015 - Present
Wolters Kluwer March 2013 - April 2015
Wabi Marketing January 2010 - March 2013
50/50 Media 2011 - 2012
Ameriprise Financial 2002 - 2010
Prudential Financial 1998 - 2002
Ultra Consulting Limited 1996 - 1998
Skills
Marketing Management, Relationship Marketing, Market Planning, Marketing Strategy, Brand Awareness, Marketing Research, Strategic Communications, Social Media Marketing, Media Strategy, Corporate Communications, Marketing Communications, Media Relations, Positioning, Brand Architecture, Product Marketing, Japanese market, Japanese business..., consumer research, International Marketing, Marketing, Public Relations, Corporate Branding, Strategy, Leadership, Management, B2B, Press Releases, Japanese Market, Japanese Business...
Education
Augsburg College 1991 — 1995
BA, International Relations and Affairs
Macalester College 1991 — 1995
BA, Japanese Studies
Optum April 2015 - Present
Wolters Kluwer March 2013 - April 2015
Wabi Marketing January 2010 - March 2013
50/50 Media 2011 - 2012
Ameriprise Financial 2002 - 2010
Prudential Financial 1998 - 2002
Ultra Consulting Limited 1996 - 1998
Skills
Marketing Management, Relationship Marketing, Market Planning, Marketing Strategy, Brand Awareness, Marketing Research, Strategic Communications, Social Media Marketing, Media Strategy, Corporate Communications, Marketing Communications, Media Relations, Positioning, Brand Architecture, Product Marketing, Japanese market, Japanese business..., consumer research, International Marketing, Marketing, Public Relations, Corporate Branding, Strategy, Leadership, Management, B2B, Press Releases, Japanese Market, Japanese Business...
Education
Augsburg College 1991 — 1995
BA, International Relations and Affairs
Macalester College 1991 — 1995
BA, Japanese Studies
Becky Swanson Becky Swanson's Ameriprise Financial Experience August 2010 - December 2011
Job Pastoral church musician, certified executive coach, organizational consultant
Industry Nonprofit Organization Management
Experience
Trinity Lutheran Seminary July 2015 - Present
Trinity Lutheran Seminary July 2014 - Present
SBS & Associates, LLC October 2011 - Present
Deaconess Community ELCA/ELCIC April 2006 - Present
Congregations of the ELCA September 1986 - Present
Preventing Harm Minnesota July 2011 - December 2012
Ameriprise Financial August 2010 - December 2011
Preventing Harm Minnesota April 2011 - July 2011
MinuteClinic January 2007 - April 2010
Best Buy January 2002 - March 2003
Skills
Leadership, Non-profits, Leadership Development, Organizational..., Workshop Facilitation, Coaching, Training, Staff Development, Public Speaking, Curriculum Design, Strategic Planning, Adult Education, Executive Coaching, Process Improvement, worship planning, congregational song, worship, Preaching, Choral Conducting, Nonprofits, Program Development, Fundraising, Community Organizing, Grant Writing, Volunteer Management, Theology, Pastoral Care, Community Outreach, Teaching, Strategy, Management, E-Learning, Conflict Resolution, Budgets, Non-profit..., Human Resources, Higher Education, Project Planning, Project Management, Cross-functional Team..., Religion, Stewardship, Church Events, Event Planning, Community Development, Curriculum Development, Board Development, Social Networking, Program Evaluation, Music
Education
Luther Theological Seminary 2003 — 2005
M.S.M, Master of Sacred Music; Conducting
Augsburg College 1980 — 1984
B.A, Music
Trinity Lutheran Seminary July 2015 - Present
Trinity Lutheran Seminary July 2014 - Present
SBS & Associates, LLC October 2011 - Present
Deaconess Community ELCA/ELCIC April 2006 - Present
Congregations of the ELCA September 1986 - Present
Preventing Harm Minnesota July 2011 - December 2012
Ameriprise Financial August 2010 - December 2011
Preventing Harm Minnesota April 2011 - July 2011
MinuteClinic January 2007 - April 2010
Best Buy January 2002 - March 2003
Skills
Leadership, Non-profits, Leadership Development, Organizational..., Workshop Facilitation, Coaching, Training, Staff Development, Public Speaking, Curriculum Design, Strategic Planning, Adult Education, Executive Coaching, Process Improvement, worship planning, congregational song, worship, Preaching, Choral Conducting, Nonprofits, Program Development, Fundraising, Community Organizing, Grant Writing, Volunteer Management, Theology, Pastoral Care, Community Outreach, Teaching, Strategy, Management, E-Learning, Conflict Resolution, Budgets, Non-profit..., Human Resources, Higher Education, Project Planning, Project Management, Cross-functional Team..., Religion, Stewardship, Church Events, Event Planning, Community Development, Curriculum Development, Board Development, Social Networking, Program Evaluation, Music
Education
Luther Theological Seminary 2003 — 2005
M.S.M, Master of Sacred Music; Conducting
Augsburg College 1980 — 1984
B.A, Music
Travis Nasatir Travis Nasatir's Ameriprise Financial Experience September 2007 - June 2009
Job Associate Product Manager at E*TRADE Financial
Industry Financial Services
Experience
Mission Peak Wind Symphony June 2014 - Present
E*TRADE Financial July 2013 - Present
Self Employed September 2011 - June 2013
Altrion Trading Group January 2011 - April 2011
Altrion Trading Group August 2009 - March 2011
Ameriprise Financial September 2007 - June 2009
Skills
Equities, Trading, Insurance, Portfolio Management, Financial Planning, Microsoft Office, Asset Management, Investments, Excel, Trading Systems, Securities, Technical Analysis, Problem Solving, Microsoft Excel, Banking, Financial Modeling, Strategic Financial..., Equity Trading, Financial Markets, Derivatives
Education
Ashford University 2008 — 2013
B.A., Finance, Major GPA: 3.35; Cumulative GPA: 3.13
Chabot Community College 2002 — 2005
Castro Valley Adult School 2002 — 2002
GED
Mission Peak Wind Symphony June 2014 - Present
E*TRADE Financial July 2013 - Present
Self Employed September 2011 - June 2013
Altrion Trading Group January 2011 - April 2011
Altrion Trading Group August 2009 - March 2011
Ameriprise Financial September 2007 - June 2009
Skills
Equities, Trading, Insurance, Portfolio Management, Financial Planning, Microsoft Office, Asset Management, Investments, Excel, Trading Systems, Securities, Technical Analysis, Problem Solving, Microsoft Excel, Banking, Financial Modeling, Strategic Financial..., Equity Trading, Financial Markets, Derivatives
Education
Ashford University 2008 — 2013
B.A., Finance, Major GPA: 3.35; Cumulative GPA: 3.13
Chabot Community College 2002 — 2005
Castro Valley Adult School 2002 — 2002
GED
Robert Devereux CFP (R)'s Ameriprise Financial Experience May 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2008 - Present
Ameriprise Financial Services, Inc. 2008 - 2014
Education
Assumption College 1968 — 1972
Boston College High School 1964 — 1968
HS, College Prep
Ameriprise Financial May 2008 - Present
Ameriprise Financial Services, Inc. 2008 - 2014
Education
Assumption College 1968 — 1972
Boston College High School 1964 — 1968
HS, College Prep
Thomas Foote's Ameriprise Financial Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
Education
Ball State University 1965 — 1969
BS, Math / Science
Ameriprise Financial November 2008 - Present
Education
Ball State University 1965 — 1969
BS, Math / Science
Ted Bartosiak Ted Bartosiak's Ameriprise Financial Experience May 1992 - Present
Job Theodore C. Bartosiak ChFC®, CMFC®, AAMS® APMA® | Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial May 1992 - Present
Education
Assumption College 1970 — 1974
BA
College for Financial Planning
CMFC ®, Chartered Mutual Fund Counselor
College for Financial Planning
AAMS ®, Accredited Asset Management Specialist
The American College
ChFC ®, Chartered Financial Consultant
University of Connecticut
MA
Ameriprise Financial May 1992 - Present
Education
Assumption College 1970 — 1974
BA
College for Financial Planning
CMFC ®, Chartered Mutual Fund Counselor
College for Financial Planning
AAMS ®, Accredited Asset Management Specialist
The American College
ChFC ®, Chartered Financial Consultant
University of Connecticut
MA
Brian Erwin Brian Erwin's Ameriprise Financial Experience 1998 - October 2014
Job Vice President at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. October 2014 - Present
Ameriprise Financial 1998 - October 2014
Education
Arkansas State University 1993 — 1997
Bachelor of Science, Finance
Stephens Inc. October 2014 - Present
Ameriprise Financial 1998 - October 2014
Education
Arkansas State University 1993 — 1997
Bachelor of Science, Finance
Pamela Porter Pamela Porter's Ameriprise Financial Experience April 2005 - November 2011
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial April 2005 - November 2011
Adventist Health January 2003 - February 2005
Education
Bakersfield College
Accounting
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial April 2005 - November 2011
Adventist Health January 2003 - February 2005
Education
Bakersfield College
Accounting
Erik Olson, MBA Erik Olson, MBA's Ameriprise Financial Experience September 2010 - May 2014
Job Director of Digital Marketing | Customer Experience Fanatic | Mobile Enthusiast | Analytical Assassin
Industry Online Media
Experience
VEREIT, Inc. July 2014 - Present
Ameriprise Financial September 2010 - May 2014
CarVal Investors (formerly, Cargill Value Investment a division of Cargill, Inc.) April 2007 - September 2010
CarVal Investors (formerly, Cargill Value Investment a division of Cargill, Inc.) September 2004 - April 2007
Horizon Milling, a division of Cargill, Inc. October 2003 - September 2004
Merrill Lynch May 1999 - October 2003
Skills
Strategy, Digital Marketing, Management, Business Strategy, Marketing Communications, Project Planning, Digital Strategy, Relationship Management, Strategic Planning, Social Media, Business Analysis, Analysis, Marketing, Analytics, Mobile Marketing, Business Process..., Leadership, Email Marketing, Interactive Marketing, Business Development, Cross-functional Team..., Mobile Strategy, Strategic Partnerships, Microsoft Office, User Experience, Marketing Strategy, New Business Development, Team Leadership, Mobile Platforms, Mobile Device Management, Stakeholder Management, Digital Media, Salesforce.com, ExactTarget, CMS, Pardot
Education
Arizona State University, W. P. Carey School of Business
MBA, Marketing
University of Nebraska-Lincoln
BSBA, Finance
VEREIT, Inc. July 2014 - Present
Ameriprise Financial September 2010 - May 2014
CarVal Investors (formerly, Cargill Value Investment a division of Cargill, Inc.) April 2007 - September 2010
CarVal Investors (formerly, Cargill Value Investment a division of Cargill, Inc.) September 2004 - April 2007
Horizon Milling, a division of Cargill, Inc. October 2003 - September 2004
Merrill Lynch May 1999 - October 2003
Skills
Strategy, Digital Marketing, Management, Business Strategy, Marketing Communications, Project Planning, Digital Strategy, Relationship Management, Strategic Planning, Social Media, Business Analysis, Analysis, Marketing, Analytics, Mobile Marketing, Business Process..., Leadership, Email Marketing, Interactive Marketing, Business Development, Cross-functional Team..., Mobile Strategy, Strategic Partnerships, Microsoft Office, User Experience, Marketing Strategy, New Business Development, Team Leadership, Mobile Platforms, Mobile Device Management, Stakeholder Management, Digital Media, Salesforce.com, ExactTarget, CMS, Pardot
Education
Arizona State University, W. P. Carey School of Business
MBA, Marketing
University of Nebraska-Lincoln
BSBA, Finance
Dolly Bilyeu Dolly Bilyeu's Ameriprise Financial Experience January 2006 - May 2011
Job Retirement Planning
Industry Financial Services
Experience
Portico Benefit Services July 2015 - Present
Ameriprise Financial Services, Inc. May 2011 - April 2015
Ameriprise Financial January 2006 - May 2011
RiverSource Insurance 2004 - 2006
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors July 1999 - 2001
Skills
Estate Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Retirement Planning, Series 63, Investments, Strategic Financial..., Financial Planning, Financial Advisory
Education
Augsburg College 2014 — 2016
Bachelor's Degree, Communication and Media Studies
University of Minnesota-Twin Cities 1993 — 1994
Rainy River Community College 1991 — 1993
Associate of Arts (A.A.)
Portico Benefit Services July 2015 - Present
Ameriprise Financial Services, Inc. May 2011 - April 2015
Ameriprise Financial January 2006 - May 2011
RiverSource Insurance 2004 - 2006
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors July 1999 - 2001
Skills
Estate Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Retirement Planning, Series 63, Investments, Strategic Financial..., Financial Planning, Financial Advisory
Education
Augsburg College 2014 — 2016
Bachelor's Degree, Communication and Media Studies
University of Minnesota-Twin Cities 1993 — 1994
Rainy River Community College 1991 — 1993
Associate of Arts (A.A.)
Jacob T. Fitzgerald Jacob T. Fitzgerald's Ameriprise Financial Experience February 2009 - Present
Job FINANCIAL ADVISOR│CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial February 2009 - Present
Smith Barney January 1994 - February 2009
Education
Augustana college 1985 — 1989
Bachelor of Arts (B.A.), Finance and Sociology
Thomas Jefferson High School 1981 — 1985
Ameriprise Financial February 2009 - Present
Smith Barney January 1994 - February 2009
Education
Augustana college 1985 — 1989
Bachelor of Arts (B.A.), Finance and Sociology
Thomas Jefferson High School 1981 — 1985
Matt Quale Matt Quale's Ameriprise Financial Experience February 2012 - Present
Job Director of Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial February 2012 - Present
Ameriprise Financial Services, Inc. October 2010 - February 2012
Ameriprise Financial Services, Inc. October 2006 - June 2010
Ameriprise Financial Services, Inc. June 2004 - October 2006
Skills
Business Architecture, Software Project..., Team Leadership, Dialogue, CICS, DB2/SQL, COBOL, Team Building, Troubleshooting, Testing, managing relationships, Agile Project Management, PEGA, International Relations, Management, Process Improvement, UML, Business Process, SDLC, Requirements Analysis, Visio, Application Architecture, Enterprise Architecture, PMP, Vendor Management, Agile Methodologies, Mainframe, Software Development, Solution Architecture, Project Management, Business Analysis, Business Process..., Project Delivery, IBM Mainframe, Team Management, Analysis, Software Design, Leadership, Program Management, Strategy, Cross-functional Team...
Education
Augsburg College 2001 — 2005
B.S. Computer Science, Computer Science
Augsburg College 2001 — 2005
B.S, Computer Science
Augsburg College 2001 — 2005
B.S, Computer Science
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial February 2012 - Present
Ameriprise Financial Services, Inc. October 2010 - February 2012
Ameriprise Financial Services, Inc. October 2006 - June 2010
Ameriprise Financial Services, Inc. June 2004 - October 2006
Skills
Business Architecture, Software Project..., Team Leadership, Dialogue, CICS, DB2/SQL, COBOL, Team Building, Troubleshooting, Testing, managing relationships, Agile Project Management, PEGA, International Relations, Management, Process Improvement, UML, Business Process, SDLC, Requirements Analysis, Visio, Application Architecture, Enterprise Architecture, PMP, Vendor Management, Agile Methodologies, Mainframe, Software Development, Solution Architecture, Project Management, Business Analysis, Business Process..., Project Delivery, IBM Mainframe, Team Management, Analysis, Software Design, Leadership, Program Management, Strategy, Cross-functional Team...
Education
Augsburg College 2001 — 2005
B.S. Computer Science, Computer Science
Augsburg College 2001 — 2005
B.S, Computer Science
Augsburg College 2001 — 2005
B.S, Computer Science
Howie Smith Howie Smith's Ameriprise Financial Experience 2013 - Present
Job Manager, Talent Development at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2013 - Present
BMO Financial Group 2007 - 2013
M&I Bank September 2007 - July 2011
Wells Fargo 1993 - 2007
Skills
Leadership Development, Change Management, Talent Development, Presentation Skills..., Presentation Coaching, Coaching, MBTI, Public Speaking, Talent Management, Training Management, Banking, Vendor Management, Team Building, Relationship Management, Training, Leadership, Program Management, Instructional Design, Career Development, Management, Employee Engagement, Performance Management, Workshop Facilitation, Succession Planning, Training Delivery, Organizational..., Organizational..., Onboarding, Employee Training, Human Resources, Executive Coaching, Needs Analysis, Performance Consulting, Talent Acquisition, Performance Improvement, Culture Change, Blended Learning, Employee Relations, Personnel Management, Interviews, Instructor-led Training, Learning Management
Education
Augsburg College
Master’s Degree, Leadership
Augsburg College
Bachelor of Arts, B.A. Social Science Education, B.A. Physical Education/Coaching
Ameriprise Financial 2013 - Present
BMO Financial Group 2007 - 2013
M&I Bank September 2007 - July 2011
Wells Fargo 1993 - 2007
Skills
Leadership Development, Change Management, Talent Development, Presentation Skills..., Presentation Coaching, Coaching, MBTI, Public Speaking, Talent Management, Training Management, Banking, Vendor Management, Team Building, Relationship Management, Training, Leadership, Program Management, Instructional Design, Career Development, Management, Employee Engagement, Performance Management, Workshop Facilitation, Succession Planning, Training Delivery, Organizational..., Organizational..., Onboarding, Employee Training, Human Resources, Executive Coaching, Needs Analysis, Performance Consulting, Talent Acquisition, Performance Improvement, Culture Change, Blended Learning, Employee Relations, Personnel Management, Interviews, Instructor-led Training, Learning Management
Education
Augsburg College
Master’s Degree, Leadership
Augsburg College
Bachelor of Arts, B.A. Social Science Education, B.A. Physical Education/Coaching
Darcy Lange's Ameriprise Financial Experience March 2004 - July 2007
Job at Cleveland Clinic
Industry Medical Practice
Experience
Cleveland Clinic August 2009 - Present
Ernst & Young, LLP April 2008 - January 2009
Developers Diversified Realty August 2007 - April 2008
Ameriprise Financial March 2004 - July 2007
NOSHOK, Inc. May 1996 - January 2004
Education
Baldwin Wallace University
BA Speech Communication, English, Theatre, Radio, TV & Film, Broadcasting
Cleveland Clinic August 2009 - Present
Ernst & Young, LLP April 2008 - January 2009
Developers Diversified Realty August 2007 - April 2008
Ameriprise Financial March 2004 - July 2007
NOSHOK, Inc. May 1996 - January 2004
Education
Baldwin Wallace University
BA Speech Communication, English, Theatre, Radio, TV & Film, Broadcasting
Mark Berthelsen's Ameriprise Financial Experience May 2008 - August 2010
Job Instructional Designer/Trainer
Industry E-Learning
Experience
Allianz Life November 2010 - Present
Ameriprise Financial May 2008 - August 2010
Ameriprise Financial January 2001 - May 2008
Ameriprise Financial July 1998 - January 2001
Dr. Robert D Toomey, OD August 1996 - July 1998
Vision World July 1994 - August 1996
Skills
Instructional Design, Training, Instructor-led Training, Captivate, Needs Analysis, E-Learning, Coaching, Staff Development, Process Improvement, ADDIE, Leadership, Articulate Suite, Storyline
Education
Ashford University 2010 — 2012
BA, Instructional Design
Concordia College 1987 — 1991
Studied Theatre and English Literature
University of St. Thomas
Allianz Life November 2010 - Present
Ameriprise Financial May 2008 - August 2010
Ameriprise Financial January 2001 - May 2008
Ameriprise Financial July 1998 - January 2001
Dr. Robert D Toomey, OD August 1996 - July 1998
Vision World July 1994 - August 1996
Skills
Instructional Design, Training, Instructor-led Training, Captivate, Needs Analysis, E-Learning, Coaching, Staff Development, Process Improvement, ADDIE, Leadership, Articulate Suite, Storyline
Education
Ashford University 2010 — 2012
BA, Instructional Design
Concordia College 1987 — 1991
Studied Theatre and English Literature
University of St. Thomas
Philip Shannon Philip Shannon's Ameriprise Financial Experience September 2007 - August 2009
Job Senior Analyst, Strategy at Colle+McVoy
Industry Medical Devices
Experience
Colle+McVoy September 2015 - Present
Coloplast March 2014 - September 2015
Capella University July 2010 - March 2014
OLSON August 2009 - June 2010
Ameriprise Financial September 2007 - August 2009
Best Buy July 2006 - September 2007
ShopNBC February 2004 - June 2006
Skills
Web Analytics, Analytics, Omniture, Digital Marketing, A/B testing, Marketing, Digital Strategy, Google Analytics, Database Marketing, Market Analysis, Competitive Analysis, Data Analysis, Microsoft Excel, Interactive Marketing, Segmentation, Online Marketing, Analysis, Online Advertising, PPC, Calm, Optimization, E-commerce, Optimizations, SEM, Email Marketing, Fun, Excel, Calculations, Life, CRM, Golf, Oracle CRM, Making Coffee
Education
Philadelphia University 2002 — 2003
MBA
College of Saint Benedict and Saint John's University 1998 — 2002
B.A.
University of Notre Dame Australia 2001 — 2001
College International de Cannes 2000 — 2000
Augsburg College 1998 — 1999
Colle+McVoy September 2015 - Present
Coloplast March 2014 - September 2015
Capella University July 2010 - March 2014
OLSON August 2009 - June 2010
Ameriprise Financial September 2007 - August 2009
Best Buy July 2006 - September 2007
ShopNBC February 2004 - June 2006
Skills
Web Analytics, Analytics, Omniture, Digital Marketing, A/B testing, Marketing, Digital Strategy, Google Analytics, Database Marketing, Market Analysis, Competitive Analysis, Data Analysis, Microsoft Excel, Interactive Marketing, Segmentation, Online Marketing, Analysis, Online Advertising, PPC, Calm, Optimization, E-commerce, Optimizations, SEM, Email Marketing, Fun, Excel, Calculations, Life, CRM, Golf, Oracle CRM, Making Coffee
Education
Philadelphia University 2002 — 2003
MBA
College of Saint Benedict and Saint John's University 1998 — 2002
B.A.
University of Notre Dame Australia 2001 — 2001
College International de Cannes 2000 — 2000
Augsburg College 1998 — 1999
Stephen Epp Stephen Epp's Ameriprise Financial Experience July 2006 - December 2010
Job Account Manager at Accenture
Industry Financial Services
Experience
Accenture January 2011 - Present
Ameriprise Financial July 2006 - December 2010
Wells Fargo Home Mortgage July 2004 - November 2005
Prospect Painting June 2002 - November 2003
Arrow Electronics, Inc August 1997 - August 2001
Continental Resources December 1996 - August 1997
Bell Industries February 1996 - October 1996
Technical Solutions, Inc. September 1993 - February 1996
Skills
Account Management, Building Relationships, IT Infrastructure..., Financial Services..., Best Practices Coaching, Cross-functional...
Education
Augsburg College 1993 — 1995
Bachelor of Science, Business Administration/Marketing
University of Minnesota Duluth 1990 — 1993
N/A, Secondary Education - History
Accenture January 2011 - Present
Ameriprise Financial July 2006 - December 2010
Wells Fargo Home Mortgage July 2004 - November 2005
Prospect Painting June 2002 - November 2003
Arrow Electronics, Inc August 1997 - August 2001
Continental Resources December 1996 - August 1997
Bell Industries February 1996 - October 1996
Technical Solutions, Inc. September 1993 - February 1996
Skills
Account Management, Building Relationships, IT Infrastructure..., Financial Services..., Best Practices Coaching, Cross-functional...
Education
Augsburg College 1993 — 1995
Bachelor of Science, Business Administration/Marketing
University of Minnesota Duluth 1990 — 1993
N/A, Secondary Education - History
William L. Howell, Jr. CFP® William L. Howell, Jr. CFP®'s Ameriprise Financial Experience February 2010 - Present
Job Assoc VP/ Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2010 - Present
Morgan Stanley January 2002 - February 2010
Skills
Portfolio Management, Finance, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Financial Planning, Equities, Securities, Asset Allocation
Education
Auburn University, College of Business 1971 — 1975
BS, Business Administration
Ameriprise Financial February 2010 - Present
Morgan Stanley January 2002 - February 2010
Skills
Portfolio Management, Finance, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Financial Planning, Equities, Securities, Asset Allocation
Education
Auburn University, College of Business 1971 — 1975
BS, Business Administration
Casey Gentz Casey Gentz's Ameriprise Financial Experience January 2011 - March 2013
Job Knowledge Management Specialist at Bluestem Brands, Inc.
Industry Writing and Editing
Experience
Bluestem Brands, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - March 2015
Ameriprise Financial January 2011 - March 2013
NorthMarq Capital November 2006 - February 2010
Citi 1998 - 2006
Skills
Knowledge Management, Technical Writing, Quality Assurance, SnagIt, Editing, Process Improvement, Change Management, Leadership, Risk Management, Banking, SharePoint, Business Process..., Knowledge Transfer, Employee Training, HTML, Financial Services, Performance Management, Cross-functional Team..., Retirement, Team Management, Creative Solutions, Commercial Real Estate, Microsoft Office, Procedures Documentation, Procedure Development, Customer Service, 401k, Life Insurance, Retirement Planning, Chapter 7 & 13, Series 63, Series 6, Commercial Insurance, Variable Annuities, Fixed Annuities
Education
Bethel University 2007 — 2009
Bachelor's Degree, Business Management, 3.9 GPA
John F. Kennedy 1991 — 1995
High School
Augsburg College
Bluestem Brands, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - March 2015
Ameriprise Financial January 2011 - March 2013
NorthMarq Capital November 2006 - February 2010
Citi 1998 - 2006
Skills
Knowledge Management, Technical Writing, Quality Assurance, SnagIt, Editing, Process Improvement, Change Management, Leadership, Risk Management, Banking, SharePoint, Business Process..., Knowledge Transfer, Employee Training, HTML, Financial Services, Performance Management, Cross-functional Team..., Retirement, Team Management, Creative Solutions, Commercial Real Estate, Microsoft Office, Procedures Documentation, Procedure Development, Customer Service, 401k, Life Insurance, Retirement Planning, Chapter 7 & 13, Series 63, Series 6, Commercial Insurance, Variable Annuities, Fixed Annuities
Education
Bethel University 2007 — 2009
Bachelor's Degree, Business Management, 3.9 GPA
John F. Kennedy 1991 — 1995
High School
Augsburg College
Nicole Ouellette (Needham)'s Ameriprise Financial Experience October 2006 - May 2007
Job Senior Finance Associate at Permal Capital Management
Industry Financial Services
Experience
Permal Capital Management May 2011 - Present
State Street Corporation May 2009 - May 2011
State Street Corporation October 2007 - May 2009
Ameriprise Financial October 2006 - May 2007
Skills
Investments, Private Equity, Mutual Funds, Alternative Investments, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Equities, Bloomberg, Fixed Income, Business Analysis, Microsoft Excel, Data Analysis, Fund Accounting, Finance, Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Finance, Management
Babson College 2005 — 2009
Bachelor of Science in Business Management, Finance, Economics
Permal Capital Management May 2011 - Present
State Street Corporation May 2009 - May 2011
State Street Corporation October 2007 - May 2009
Ameriprise Financial October 2006 - May 2007
Skills
Investments, Private Equity, Mutual Funds, Alternative Investments, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Equities, Bloomberg, Fixed Income, Business Analysis, Microsoft Excel, Data Analysis, Fund Accounting, Finance, Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Finance, Management
Babson College 2005 — 2009
Bachelor of Science in Business Management, Finance, Economics
Jennifer Carlson, PMI-ACP, CSM, ITIL Jennifer Carlson, PMI-ACP, CSM, ITIL's Ameriprise Financial Experience February 2010 - April 2011
Job Director, Technical Project Management
Industry Information Technology and Services
Experience
Looking for an exciting new job opportunity August 2015 - Present
Evolent Health December 2013 - August 2015
Augsburg College 2009 - 2014
Vertical Applications May 2012 - September 2013
US Department of Homeland Security August 2011 - May 2012
Cargill May 2011 - August 2011
Ameriprise Financial February 2010 - April 2011
Association of BPM Professionals (ABPMP) 2009 - 2011
NewsUSA January 2004 - March 2010
CIGNA August 2009 - December 2009
Skills
Business Analysis, Integration, Leadership, SDLC, Program Management, Project Management, Change Management, Business Process..., Consulting, Quality Assurance, Process Improvement, Project Planning, ITIL, Agile Methodologies, Training, Process Management, Managerial Finance, Enterprise Software, Mergers & Acquisitions, Requirements Analysis, Strategy, CRM, Management Consulting, Teamwork, Knowledge Management, Operations Management, Budgeting, E-commerce, Business Intelligence, Six Sigma, Start-ups, IT Strategy, Cross-functional Team..., Vendor Management, Team Leadership, Mergers, Software Project..., Budgets, Enterprise Architecture, DoD, DHS, Quality Management, Scrum, Professional Services, ITIL v3, Financial Management, Portals
Education
Augsburg College
BA, Communications Public Relations; English Minor
Edina High School
Edina Highlands Elementary
Looking for an exciting new job opportunity August 2015 - Present
Evolent Health December 2013 - August 2015
Augsburg College 2009 - 2014
Vertical Applications May 2012 - September 2013
US Department of Homeland Security August 2011 - May 2012
Cargill May 2011 - August 2011
Ameriprise Financial February 2010 - April 2011
Association of BPM Professionals (ABPMP) 2009 - 2011
NewsUSA January 2004 - March 2010
CIGNA August 2009 - December 2009
Skills
Business Analysis, Integration, Leadership, SDLC, Program Management, Project Management, Change Management, Business Process..., Consulting, Quality Assurance, Process Improvement, Project Planning, ITIL, Agile Methodologies, Training, Process Management, Managerial Finance, Enterprise Software, Mergers & Acquisitions, Requirements Analysis, Strategy, CRM, Management Consulting, Teamwork, Knowledge Management, Operations Management, Budgeting, E-commerce, Business Intelligence, Six Sigma, Start-ups, IT Strategy, Cross-functional Team..., Vendor Management, Team Leadership, Mergers, Software Project..., Budgets, Enterprise Architecture, DoD, DHS, Quality Management, Scrum, Professional Services, ITIL v3, Financial Management, Portals
Education
Augsburg College
BA, Communications Public Relations; English Minor
Edina High School
Edina Highlands Elementary
karole brandon karole brandon's Ameriprise Financial Experience January 2014 - Present
Job Client Service Coordinator and Marketing Director
Industry Financial Services
Experience
Ameriprise Financial January 2014 - Present
KM Professional Investments July 2012 - January 2014
Edward Jones Investments June 2008 - July 2012
Skills
Office Management, Administrative..., Spreadsheets, Office Administration, Calendars, Travel Arrangements, Customer Service, Invoicing, Microsoft Excel, Confidentiality, Accounts Receivable, Executive Support, Insurance, Payroll, Accounts Payable, Expense Reports, Marketing, Team Building, Data Entry, Calendaring, Event Management, Sales, Public Speaking, Event Planning, Social Networking
Education
Arkansas State University 1994 — 1998
Bachelor of Applied Science (BASc), Psychology, Human Resources
Arkansas State University
Psychology & Human Resources
Ameriprise Financial January 2014 - Present
KM Professional Investments July 2012 - January 2014
Edward Jones Investments June 2008 - July 2012
Skills
Office Management, Administrative..., Spreadsheets, Office Administration, Calendars, Travel Arrangements, Customer Service, Invoicing, Microsoft Excel, Confidentiality, Accounts Receivable, Executive Support, Insurance, Payroll, Accounts Payable, Expense Reports, Marketing, Team Building, Data Entry, Calendaring, Event Management, Sales, Public Speaking, Event Planning, Social Networking
Education
Arkansas State University 1994 — 1998
Bachelor of Applied Science (BASc), Psychology, Human Resources
Arkansas State University
Psychology & Human Resources
Leon Carter Leon Carter's Ameriprise Financial Experience July 1984 - Present
Job Vice President at CLEAR HORIZON WEALTH ADVISORS an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial July 1984 - Present
United States Marine Corps March 1964 - December 1965
Skills
Mutual Funds
Education
Ball State University 1967 — 1968
Business
University of Southern California 1963 — 1964
Business
Indiana University-Purdue University at Indianapolis 1962 — 1963
Business
Ameriprise Financial July 1984 - Present
United States Marine Corps March 1964 - December 1965
Skills
Mutual Funds
Education
Ball State University 1967 — 1968
Business
University of Southern California 1963 — 1964
Business
Indiana University-Purdue University at Indianapolis 1962 — 1963
Business
Benjamin Ting's Ameriprise Financial Experience January 2008 - March 2008
Job
Industry Financial Services
Experience
Alliant Credit Union June 2009 - August 2009
Ameriprise Financial January 2008 - March 2008
LNS Partners Asia Limited June 2007 - August 2007
Pofield Holdings Limited June 2006 - August 2006
Education
Babson College 2006 — 2010
Bachelor of Science, Accounting, Finance
Alliant Credit Union June 2009 - August 2009
Ameriprise Financial January 2008 - March 2008
LNS Partners Asia Limited June 2007 - August 2007
Pofield Holdings Limited June 2006 - August 2006
Education
Babson College 2006 — 2010
Bachelor of Science, Accounting, Finance
Claudia Wood, PHR, SHRM-CP Claudia Wood, PHR, SHRM-CP's Ameriprise Financial Experience September 2005 - August 2007
Job Human Resources, Compliance and Training Manager at THOMPSON Child & Family Focus
Industry Human Resources
Experience
THOMPSON Child & Family Focus April 2015 - Present
SGL Group - The Carbon Company October 2011 - April 2015
INC Research May 2011 - October 2011
INC Research July 2009 - May 2011
UNC Hospital February 2008 - July 2009
West Hoke Middle School August 2007 - February 2008
Ameriprise Financial September 2005 - August 2007
Skills
Human Resources, Recruiting, Employee Relations, HRIS, Employee Benefits, Interviews, New Hire Orientations, Hiring, Data Entry, Taleo, Customer Service, Microsoft Excel, Background Checks, Insurance, Editing, Open Enrollment, I-9 Compliance, Onboarding, Benefits Administration, Talent Acquisition, Applicant Tracking..., HR Policies, Performance Management, Employee Engagement, Personnel Management, FMLA, College Recruiting, PeopleSoft
Education
Ashford University 2008 — 2010
M.A, Organizational and Human Resource Management
UNC 2001 — 2005
B.A, English
THOMPSON Child & Family Focus April 2015 - Present
SGL Group - The Carbon Company October 2011 - April 2015
INC Research May 2011 - October 2011
INC Research July 2009 - May 2011
UNC Hospital February 2008 - July 2009
West Hoke Middle School August 2007 - February 2008
Ameriprise Financial September 2005 - August 2007
Skills
Human Resources, Recruiting, Employee Relations, HRIS, Employee Benefits, Interviews, New Hire Orientations, Hiring, Data Entry, Taleo, Customer Service, Microsoft Excel, Background Checks, Insurance, Editing, Open Enrollment, I-9 Compliance, Onboarding, Benefits Administration, Talent Acquisition, Applicant Tracking..., HR Policies, Performance Management, Employee Engagement, Personnel Management, FMLA, College Recruiting, PeopleSoft
Education
Ashford University 2008 — 2010
M.A, Organizational and Human Resource Management
UNC 2001 — 2005
B.A, English
Hyo Lee's Ameriprise Financial Experience February 2011 - December 2011
Job Analyst at Isban Business Consulting Grupo Santander
Industry Computer Software
Experience
Isban Business Consulting - Grupo Santander May 2014 - Present
Micros Retail Systems June 2013 - May 2014
PTC May 2012 - May 2013
Chitika, Inc December 2010 - January 2012
Ameriprise Financial February 2011 - December 2011
Lokay January 2010 - May 2010
Skills
Market Research, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, Analytics, Facebook
Education
Babson College 2009 — 2013
Bachelor of Science (BS), Business Administration; Strategic Management and Informational Technology Management
Gardner High School 2005 — 2009
Isban Business Consulting - Grupo Santander May 2014 - Present
Micros Retail Systems June 2013 - May 2014
PTC May 2012 - May 2013
Chitika, Inc December 2010 - January 2012
Ameriprise Financial February 2011 - December 2011
Lokay January 2010 - May 2010
Skills
Market Research, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, Analytics, Facebook
Education
Babson College 2009 — 2013
Bachelor of Science (BS), Business Administration; Strategic Management and Informational Technology Management
Gardner High School 2005 — 2009
Daniel Ustayev Daniel Ustayev's Ameriprise Financial Experience March 2011 - August 2011
Job President/Founder at DNSA Inc.
Industry Financial Services
Experience
Los Amigos Mexican Grill April 2011 - Present
Puma February 2012 - May 2012
Various Marketing Companies January 2009 - April 2012
Ameriprise Financial March 2011 - August 2011
Natan and Sons Corporation July 2007 - April 2011
National Development December 2007 - May 2008
Skills
Microsoft Office, Basecamp, Morningstar, Business Strategy, Small Business, Hospitality Management, Social Media, Brand Developement
Education
Babson College 2010 — 2012
Bachelor, Business Administration, Finance, Entrepreneurship
Isenberg School of Management, UMass Amherst 2008 — 2010
Bachelor, Finance, Accounting
Los Amigos Mexican Grill April 2011 - Present
Puma February 2012 - May 2012
Various Marketing Companies January 2009 - April 2012
Ameriprise Financial March 2011 - August 2011
Natan and Sons Corporation July 2007 - April 2011
National Development December 2007 - May 2008
Skills
Microsoft Office, Basecamp, Morningstar, Business Strategy, Small Business, Hospitality Management, Social Media, Brand Developement
Education
Babson College 2010 — 2012
Bachelor, Business Administration, Finance, Entrepreneurship
Isenberg School of Management, UMass Amherst 2008 — 2010
Bachelor, Finance, Accounting
Kate Tobin's Ameriprise Financial Experience June 2010 - August 2010
Job Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - September 2014
Ameriprise Financial Services, Inc. July 2011 - March 2013
Augustana College Recreational Services September 2009 - May 2011
Ameriprise Financial June 2010 - August 2010
Sioux Falls Stampede and Sioux Falls Pheasants September 2009 - May 2010
Bent Creek Golf Club May 2006 - August 2008
Skills
Leadership, Salesforce.com, Marketing, Strategic Planning, Training, Recruiting, Coaching, Leadership Development
Education
Augustana College (SD) 2007 — 2011
BA in Business Admin. with a Marketing emphasis & BA in Sport Management
Eden Prairie High School 2003 — 2007
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - September 2014
Ameriprise Financial Services, Inc. July 2011 - March 2013
Augustana College Recreational Services September 2009 - May 2011
Ameriprise Financial June 2010 - August 2010
Sioux Falls Stampede and Sioux Falls Pheasants September 2009 - May 2010
Bent Creek Golf Club May 2006 - August 2008
Skills
Leadership, Salesforce.com, Marketing, Strategic Planning, Training, Recruiting, Coaching, Leadership Development
Education
Augustana College (SD) 2007 — 2011
BA in Business Admin. with a Marketing emphasis & BA in Sport Management
Eden Prairie High School 2003 — 2007
Rhett Farris Rhett Farris's Ameriprise Financial Experience May 2005 - March 2006
Job Vice President, Censeo Advisors, LLC
Industry Financial Services
Experience
Censeo Advisors, LLC September 2014 - Present
Accounting, Economics, & Appraisal Group, LLC June 2010 - September 2014
TD Ameritrade February 2006 - August 2008
Ameriprise Financial May 2005 - March 2006
Skills
Financial Analysis, Business Valuation, Valuation
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Financial Risk
Auburn University 1999 — 2004
BA, Finance
Censeo Advisors, LLC September 2014 - Present
Accounting, Economics, & Appraisal Group, LLC June 2010 - September 2014
TD Ameritrade February 2006 - August 2008
Ameriprise Financial May 2005 - March 2006
Skills
Financial Analysis, Business Valuation, Valuation
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Financial Risk
Auburn University 1999 — 2004
BA, Finance
JD Kavaler's Ameriprise Financial Experience January 2009 - October 2013
Job Senior Managing Director
Industry Financial Services
Experience
ORKA Capital, LLC October 2013 - Present
Ameriprise Financial January 2009 - October 2013
Bank of America July 2004 - January 2009
Lehman Brothers 1986 - 1990
Skills
Investments, Wealth Management, Risk Management, Finance, ETFs, Small Business, Investment Management, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Portfolio Management, Mutual Funds, Asset Management, Series 63, Alternative Investments, Securities, Estate Planning, Financial Services, Equities, Fixed Annuities, Fixed Income, 401k
Education
Boston University - School of Management 1984 — 1986
BS, Finance and Financial Management Services
Babson College 1981 — 1984
Bachelor of Science, Finance and Financial Management Services
ORKA Capital, LLC October 2013 - Present
Ameriprise Financial January 2009 - October 2013
Bank of America July 2004 - January 2009
Lehman Brothers 1986 - 1990
Skills
Investments, Wealth Management, Risk Management, Finance, ETFs, Small Business, Investment Management, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Portfolio Management, Mutual Funds, Asset Management, Series 63, Alternative Investments, Securities, Estate Planning, Financial Services, Equities, Fixed Annuities, Fixed Income, 401k
Education
Boston University - School of Management 1984 — 1986
BS, Finance and Financial Management Services
Babson College 1981 — 1984
Bachelor of Science, Finance and Financial Management Services
Keith Snyder's Ameriprise Financial Experience January 2008 - March 2009
Job Director, Enterprise Business Marketing & Sales at AT&T
Industry Marketing and Advertising
Experience
AT&T August 2011 - Present
AT&T April 2010 - August 2011
Collabera Inc. September 2009 - May 2010
Ameriprise Financial January 2008 - March 2009
Ameriprise Financial August 2006 - January 2008
AT&T March 2005 - March 2006
AT&T August 2004 - February 2005
AT&T October 2003 - August 2004
AT&T September 2002 - September 2003
AT&T September 1998 - September 2002
Skills
Marketing Management, Marketing Strategy, Marketing, Integrated Marketing, Program Management, P&L Management, B2B, Strategic Planning, Management, Strategic Partnerships, Competitive Analysis, Direct Marketing, Small Business, Cross-functional Team..., Market Planning, Customer Experience, Sales Management, Business Planning, Customer Acquisition, Contract Negotiations, New Business Development, Budget Management, Champions Change, Strategic Leadership, Strategic Sales Planning, Distribution Strategies, Small Business Marketing, Consumer Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA
Wake Forest University 1983 — 1987
BSBA
AT&T August 2011 - Present
AT&T April 2010 - August 2011
Collabera Inc. September 2009 - May 2010
Ameriprise Financial January 2008 - March 2009
Ameriprise Financial August 2006 - January 2008
AT&T March 2005 - March 2006
AT&T August 2004 - February 2005
AT&T October 2003 - August 2004
AT&T September 2002 - September 2003
AT&T September 1998 - September 2002
Skills
Marketing Management, Marketing Strategy, Marketing, Integrated Marketing, Program Management, P&L Management, B2B, Strategic Planning, Management, Strategic Partnerships, Competitive Analysis, Direct Marketing, Small Business, Cross-functional Team..., Market Planning, Customer Experience, Sales Management, Business Planning, Customer Acquisition, Contract Negotiations, New Business Development, Budget Management, Champions Change, Strategic Leadership, Strategic Sales Planning, Distribution Strategies, Small Business Marketing, Consumer Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA
Wake Forest University 1983 — 1987
BSBA
Irena Radziszewski, CRPC®'s Ameriprise Financial Experience February 2010 - March 2011
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Carol Balagur, Platinum Advisor with Ameriprise Financial January 2013 - July 2014
Ameriprise December 2011 - December 2012
Ameriprise Financial Inc. March 2011 - February 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial January 2005 - February 2010
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Leadership
Education
Baker College Business and Corporate Services 2007 — 2008
Bachelor
Davenport University-Eastern Region 2002 — 2003
Associate
Wells Fargo Advisors, LLC November 2014 - Present
Carol Balagur, Platinum Advisor with Ameriprise Financial January 2013 - July 2014
Ameriprise December 2011 - December 2012
Ameriprise Financial Inc. March 2011 - February 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial January 2005 - February 2010
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Leadership
Education
Baker College Business and Corporate Services 2007 — 2008
Bachelor
Davenport University-Eastern Region 2002 — 2003
Associate
Heidi Dale's Ameriprise Financial Experience May 2006 - May 2007
Job Technical Project Manager at Thomson Reuter's FindLaw.com
Industry Information Technology and Services
Experience
Thomson Reuters May 2014 - Present
The Winston Group, Inc September 2000 - Present
MNsure October 2013 - May 2014
Target July 2010 - April 2013
Allianz Life January 2010 - July 2010
Target January 2009 - January 2010
Cargill August 2007 - September 2008
Ameriprise Financial May 2006 - May 2007
Assurant January 2005 - March 2006
EMC January 2004 - December 2004
Skills
Program Management, Outsourcing, Vendor Management, Risk Management, Budgets, PMO, Project Management, Change Management, Project Portfolio..., Call Centers, Projects, Information Security..., Security Controls, Application Security..., Secure SDLC, Security Development..., Management, Leadership, SDLC, PMP, Visio, Cross-functional Team..., Software Project..., SharePoint, MS Project, Sarbanes-Oxley Act, Team Leadership, Project Planning, Disaster Recovery
Education
Capella University
PhD, Information Assurance & Security
University of St. Thomas - Opus College of Business
MBA, Management & Marketing
University of St. Thomas 1988 — 1991
MS, Software Engineering
Augsburg College 1981 — 1986
BA, Psychology ('85) & Computer Science ('86)
Thomson Reuters May 2014 - Present
The Winston Group, Inc September 2000 - Present
MNsure October 2013 - May 2014
Target July 2010 - April 2013
Allianz Life January 2010 - July 2010
Target January 2009 - January 2010
Cargill August 2007 - September 2008
Ameriprise Financial May 2006 - May 2007
Assurant January 2005 - March 2006
EMC January 2004 - December 2004
Skills
Program Management, Outsourcing, Vendor Management, Risk Management, Budgets, PMO, Project Management, Change Management, Project Portfolio..., Call Centers, Projects, Information Security..., Security Controls, Application Security..., Secure SDLC, Security Development..., Management, Leadership, SDLC, PMP, Visio, Cross-functional Team..., Software Project..., SharePoint, MS Project, Sarbanes-Oxley Act, Team Leadership, Project Planning, Disaster Recovery
Education
Capella University
PhD, Information Assurance & Security
University of St. Thomas - Opus College of Business
MBA, Management & Marketing
University of St. Thomas 1988 — 1991
MS, Software Engineering
Augsburg College 1981 — 1986
BA, Psychology ('85) & Computer Science ('86)
Jennifer Etheridge's Ameriprise Financial Experience May 2006 - November 2007
Job Registered Nurse at Athens Regional Medical Center
Industry Hospital & Health Care
Experience
Athens Regional Medical Center June 2012 - Present
Besco Steel Supply of GA, Inc January 2008 - December 2011
Ameriprise Financial May 2006 - November 2007
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Financial Analysis, Estate Planning, Retirement, Series 7, Investments, Wealth Management, Asset Managment, Insurance, Investment Advisory, Asset Management, Finance, Risk Management, Small Business
Education
Athens Technical College 2010 — 2012
Associate's degree, Registered Nursing/Registered Nurse
University of Georgia - Terry College of Business 1998 — 2003
BBA, Bankind and Finance
Athens Regional Medical Center June 2012 - Present
Besco Steel Supply of GA, Inc January 2008 - December 2011
Ameriprise Financial May 2006 - November 2007
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Financial Analysis, Estate Planning, Retirement, Series 7, Investments, Wealth Management, Asset Managment, Insurance, Investment Advisory, Asset Management, Finance, Risk Management, Small Business
Education
Athens Technical College 2010 — 2012
Associate's degree, Registered Nursing/Registered Nurse
University of Georgia - Terry College of Business 1998 — 2003
BBA, Bankind and Finance
Linnea Rounds's Ameriprise Financial Experience January 2010 - Present
Job Registered Principal I at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
Ameriprise Financial Services, Inc. July 2008 - December 2009
Bernstein Global Wealth Management, Minneapolis April 2007 - February 2008
USBank August 2006 - April 2007
Thrivent Financial for Lutherans May 2004 - August 2006
Merrill Lynch January 2004 - June 2004
White Oaks Wealth Advisors, Minneapolis January 2003 - September 2003
Education
Augsburg College 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Ameriprise Financial January 2010 - Present
Ameriprise Financial Services, Inc. July 2008 - December 2009
Bernstein Global Wealth Management, Minneapolis April 2007 - February 2008
USBank August 2006 - April 2007
Thrivent Financial for Lutherans May 2004 - August 2006
Merrill Lynch January 2004 - June 2004
White Oaks Wealth Advisors, Minneapolis January 2003 - September 2003
Education
Augsburg College 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Serge Suchkov's Ameriprise Financial Experience January 2007 - April 2007
Job Trader at Trillium
Industry Investment Management
Experience
Trillium August 2010 - Present
Highmount Capital September 2009 - September 2010
Babson College Fund May 2008 - September 2009
Eaton Vance June 2008 - August 2008
Dolmat Connell and Partners November 2007 - May 2008
Thomson Reuters June 2007 - August 2007
Pawspot.com September 2006 - June 2007
Ameriprise Financial January 2007 - April 2007
Massey Knakal Realty Services September 2004 - August 2006
Education
Babson College 2005 — 2009
Trillium August 2010 - Present
Highmount Capital September 2009 - September 2010
Babson College Fund May 2008 - September 2009
Eaton Vance June 2008 - August 2008
Dolmat Connell and Partners November 2007 - May 2008
Thomson Reuters June 2007 - August 2007
Pawspot.com September 2006 - June 2007
Ameriprise Financial January 2007 - April 2007
Massey Knakal Realty Services September 2004 - August 2006
Education
Babson College 2005 — 2009
Paula Bash's Ameriprise Financial Experience March 2008 - October 2012
Job Vice President Technology Planning & Administration at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - April 2013
Ameriprise Financial March 2008 - October 2012
American Express Financial Advisors / Ameriprise Financial June 2004 - March 2008
JPMorgan Chase May 2003 - May 2004
Intellinex (Ernst & Young e-learning) April 2002 - April 2003
Skills
Risk Management, Business Analysis, Process Improvement, Project Management, Program Management, Change Management, Financial Services, Leadership, Large Budget Management, Strategic Planning, Cross-functional Team..., Banking, Business Strategy, SDLC, Strategy, PMO, Business Process..., Strategic Financial..., IT Strategy, Project Portfolio..., Business Continuity, Disaster Recovery
Education
Baldwin-Wallace College 1999 — 2003
Bachelor of Science (BS), Computer Science
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - April 2013
Ameriprise Financial March 2008 - October 2012
American Express Financial Advisors / Ameriprise Financial June 2004 - March 2008
JPMorgan Chase May 2003 - May 2004
Intellinex (Ernst & Young e-learning) April 2002 - April 2003
Skills
Risk Management, Business Analysis, Process Improvement, Project Management, Program Management, Change Management, Financial Services, Leadership, Large Budget Management, Strategic Planning, Cross-functional Team..., Banking, Business Strategy, SDLC, Strategy, PMO, Business Process..., Strategic Financial..., IT Strategy, Project Portfolio..., Business Continuity, Disaster Recovery
Education
Baldwin-Wallace College 1999 — 2003
Bachelor of Science (BS), Computer Science
Elizabeth Claeys's Ameriprise Financial Experience June 2010 - October 2011
Job at
Industry Financial Services
Experience
Ameriprise Financial June 2010 - October 2011
Allianz Life Insurance of North America March 2009 - May 2010
Ameriprise Financial January 2008 - February 2009
Ameriprise Financial August 2005 - January 2008
American Express July 2003 - August 2005
American Express Financial Advisors Inc. April 2002 - August 2003
American Express Retirement Services November 1995 - December 1999
IDS Financial Services 1992 - 1995
Skills
Relationship..., Strategic Communications, Compliance, Series 24, Series 7, Management, Securities, Strategy, Banking, Asset Management, Marketing, Financial Services, Wealth Management, Insurance, Leadership, Strategic Financial..., Program Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Planning
Education
Augsburg College
BA, Marketing, Management, Psychology
University of Saint Thomas - School of Business
Masters of Business Administration, Marketing
Ameriprise Financial June 2010 - October 2011
Allianz Life Insurance of North America March 2009 - May 2010
Ameriprise Financial January 2008 - February 2009
Ameriprise Financial August 2005 - January 2008
American Express July 2003 - August 2005
American Express Financial Advisors Inc. April 2002 - August 2003
American Express Retirement Services November 1995 - December 1999
IDS Financial Services 1992 - 1995
Skills
Relationship..., Strategic Communications, Compliance, Series 24, Series 7, Management, Securities, Strategy, Banking, Asset Management, Marketing, Financial Services, Wealth Management, Insurance, Leadership, Strategic Financial..., Program Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Planning
Education
Augsburg College
BA, Marketing, Management, Psychology
University of Saint Thomas - School of Business
Masters of Business Administration, Marketing
Christopher Jeng's Ameriprise Financial Experience February 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1997 - Present
Education
Austin College
The University of Texas at Austin
Ameriprise Financial February 1997 - Present
Education
Austin College
The University of Texas at Austin
Brian McNeill's Ameriprise Financial Experience July 2007 - August 2012
Job Vice President Technology
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Plus Relocation Services August 2012 - August 2014
Minnetonka Fire 2000 - January 2014
Ameriprise Financial July 2007 - August 2012
Target Corporation 2005 - 2007
United Healthcare 2004 - 2005
Carlson Companies 2001 - 2004
Skills
Project Management, Business Analysis, Grid Computing, SDLC, Vendor Management, Christian Ethics, Non-profit Volunteer, Christian Leadership, Enterprise Architecture, Disaster Recovery, SharePoint, IT Strategy, Architecture, Enterprise Software, Management, Process Improvement, Leadership, Security, Software Development, Microsoft SQL Server, Servers, Testing, Strategy, Analysis, Citrix, Risk Management, Program Management, Information Technology
Education
Augsburg College 1999 — 2001
BS, Management Information Systems
Ameriprise Financial Services, Inc. August 2014 - Present
Plus Relocation Services August 2012 - August 2014
Minnetonka Fire 2000 - January 2014
Ameriprise Financial July 2007 - August 2012
Target Corporation 2005 - 2007
United Healthcare 2004 - 2005
Carlson Companies 2001 - 2004
Skills
Project Management, Business Analysis, Grid Computing, SDLC, Vendor Management, Christian Ethics, Non-profit Volunteer, Christian Leadership, Enterprise Architecture, Disaster Recovery, SharePoint, IT Strategy, Architecture, Enterprise Software, Management, Process Improvement, Leadership, Security, Software Development, Microsoft SQL Server, Servers, Testing, Strategy, Analysis, Citrix, Risk Management, Program Management, Information Technology
Education
Augsburg College 1999 — 2001
BS, Management Information Systems
Craig Noponen's Ameriprise Financial Experience June 2005 - December 2010
Job Senior Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial June 2005 - December 2010
Education
Augsburg College 2006 — 2008
Masters, MBA
University of Wisconsin-Superior 1992 — 1997
B.S., Finance
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial June 2005 - December 2010
Education
Augsburg College 2006 — 2008
Masters, MBA
University of Wisconsin-Superior 1992 — 1997
B.S., Finance
Kellie Due Weiland's Ameriprise Financial Experience 2003 - 2006
Job Corporate Communications & Social Responsibility
Industry Public Relations and Communications
Experience
Sleep Number by Select Comfort May 2011 - Present
Beehive PR 2008 - 2011
Brain Traffic 2006 - 2008
Ameriprise Financial 2003 - 2006
Ameriprise Financial Services, Inc. (then American Express Financial Advisors) 1999 - 2002
Ameriprise Financial (then American Express Financial Advisors) 1997 - 1999
Skills
Internal Communications, Strategic Communications, Corporate Communications, Web Content, Media Relations, Crisis Communications, Marketing Communications, Newsletters, Reputation Management, Public Relations, Communications Planning, Press Releases, Video Production, Leadership
Education
Augsburg College 2003 — 2007
BA, Communication Studies
Sleep Number by Select Comfort May 2011 - Present
Beehive PR 2008 - 2011
Brain Traffic 2006 - 2008
Ameriprise Financial 2003 - 2006
Ameriprise Financial Services, Inc. (then American Express Financial Advisors) 1999 - 2002
Ameriprise Financial (then American Express Financial Advisors) 1997 - 1999
Skills
Internal Communications, Strategic Communications, Corporate Communications, Web Content, Media Relations, Crisis Communications, Marketing Communications, Newsletters, Reputation Management, Public Relations, Communications Planning, Press Releases, Video Production, Leadership
Education
Augsburg College 2003 — 2007
BA, Communication Studies
Trica Otto's Ameriprise Financial Experience April 2002 - March 2006
Job Business Systems Consultant Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage June 2007 - December 2012
Wells Fargo Home Mortgage April 2006 - June 2007
Ameriprise Financial April 2002 - March 2006
Ameriprise Financial May 2000 - April 2002
Skills
Banking, Business Analysis, Business Process..., Business Requirements, Business Process, Change Management, Credit, Credit Analysis, Financial Services, Leadership, Loans, Mortgage Banking, Mortgage Lending, PMO, Process Improvement, Program Management, Project Portfolio..., Relationship Management, Requirements Gathering, Risk Management, SDLC, Vendor Management, Visio, Project Management, Portfolio Management, Resource Management, Analysis, IT Strategy
Education
Baker College Center for Graduate Studies
Master of Business Administration (MBA), Leadership
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage June 2007 - December 2012
Wells Fargo Home Mortgage April 2006 - June 2007
Ameriprise Financial April 2002 - March 2006
Ameriprise Financial May 2000 - April 2002
Skills
Banking, Business Analysis, Business Process..., Business Requirements, Business Process, Change Management, Credit, Credit Analysis, Financial Services, Leadership, Loans, Mortgage Banking, Mortgage Lending, PMO, Process Improvement, Program Management, Project Portfolio..., Relationship Management, Requirements Gathering, Risk Management, SDLC, Vendor Management, Visio, Project Management, Portfolio Management, Resource Management, Analysis, IT Strategy
Education
Baker College Center for Graduate Studies
Master of Business Administration (MBA), Leadership
Amy Noyes's Ameriprise Financial Experience October 2006 - April 2014
Job Consultant, Advanced Analytics at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance April 2014 - Present
Ameriprise Financial October 2006 - April 2014
Massachusetts Biologics Laboratories 2004 - 2006
Lochard 2001 - 2004
Skills
Business Analysis, Process Improvement, Risk Management, Financial Analysis, Business Intelligence, Program Management, Business Strategy, Project Management, Business Process..., Portfolio Management, Strategic Planning, Strategic Financial..., Analysis, Financial Reporting, Forecasting
Education
University of Massachusetts Boston 2004 — 2006
MBA, Finance
Babson College
BS, MIS & Finance
Liberty Mutual Insurance April 2014 - Present
Ameriprise Financial October 2006 - April 2014
Massachusetts Biologics Laboratories 2004 - 2006
Lochard 2001 - 2004
Skills
Business Analysis, Process Improvement, Risk Management, Financial Analysis, Business Intelligence, Program Management, Business Strategy, Project Management, Business Process..., Portfolio Management, Strategic Planning, Strategic Financial..., Analysis, Financial Reporting, Forecasting
Education
University of Massachusetts Boston 2004 — 2006
MBA, Finance
Babson College
BS, MIS & Finance
Dmitrii Kravchenko, MBA's Ameriprise Financial Experience July 2007 - September 2009
Job Controller at React Presents
Industry Financial Services
Experience
React Presents December 2009 - Present
Chicago Accounting Help, Inc December 2009 - December 2014
Chicago Fresh Meats, Inc April 2010 - October 2010
Ameriprise Financial July 2007 - September 2009
Ameriprise Financial Services, Inc. June 2006 - July 2007
Ameriprise Financial Services, Inc. February 2006 - June 2006
Skills
Access, QuickBooks, Investments, Lotus Notes, PowerPoint, Bookkeeping, Bloomberg, Outlook, Microsoft Word, Apollo, XP, Windows 95, Operating Systems, Microsoft Excel, Accounting, Analysis
Education
Augsburg College 2007 — 2009
MBA, General
Metropolitan State University 2003 — 2007
Bachelor of Science, Accounting
React Presents December 2009 - Present
Chicago Accounting Help, Inc December 2009 - December 2014
Chicago Fresh Meats, Inc April 2010 - October 2010
Ameriprise Financial July 2007 - September 2009
Ameriprise Financial Services, Inc. June 2006 - July 2007
Ameriprise Financial Services, Inc. February 2006 - June 2006
Skills
Access, QuickBooks, Investments, Lotus Notes, PowerPoint, Bookkeeping, Bloomberg, Outlook, Microsoft Word, Apollo, XP, Windows 95, Operating Systems, Microsoft Excel, Accounting, Analysis
Education
Augsburg College 2007 — 2009
MBA, General
Metropolitan State University 2003 — 2007
Bachelor of Science, Accounting
John Tverdik's Ameriprise Financial Experience August 2008 - July 2011
Job Consultant, Stillpoints LLC
Industry Consumer Electronics
Experience
Stillpoints, LLC June 2011 - Present
Ameriprise Financial August 2008 - July 2011
IBM Global Services September 2005 - June 2007
Carlson Companies 1998 - 2005
Carlson Companies 1998 - 2005
Education
Ball State University 1976 — 1984
Bachelors of Science, Computer Science/Math
Stillpoints, LLC June 2011 - Present
Ameriprise Financial August 2008 - July 2011
IBM Global Services September 2005 - June 2007
Carlson Companies 1998 - 2005
Carlson Companies 1998 - 2005
Education
Ball State University 1976 — 1984
Bachelors of Science, Computer Science/Math
Anju Gupta-Lavey's Ameriprise Financial Experience September 2008 - Present
Job Actuary at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2008 - Present
(Self Employed) November 2006 - September 2008
Ameriprise Financial September 2002 - June 2006
Fortis Financial Group January 1996 - March 2002
Time Insurance Company June 1989 - December 1995
Education
Ball State University 1985 — 1989
B.S., Actuarial Science
Ameriprise Financial September 2008 - Present
(Self Employed) November 2006 - September 2008
Ameriprise Financial September 2002 - June 2006
Fortis Financial Group January 1996 - March 2002
Time Insurance Company June 1989 - December 1995
Education
Ball State University 1985 — 1989
B.S., Actuarial Science
John Schnedler's Ameriprise Financial Experience August 2008 - August 2009
Job Associate
Industry Nonprofit Organization Management
Experience
InFaith Community Foundation September 2015 - Present
Twin Cities Community Gospel Choir May 2015 - Present
3M April 2014 - April 2015
UnitedHealth Group June 2012 - April 2014
UnitedHealthcare October 2010 - June 2012
Express Scripts September 2009 - October 2010
Ameriprise Financial August 2008 - August 2009
Ameriprise Financial September 2006 - August 2008
Skills
Financial Analysis, Investments, Risk Management, Project Management, Strategic Planning, Financial Reporting, Microsoft Excel, Financial Forecasting, Presentations, Job Coaching, Customer Service, Analysis, Problem Solving, Team Leadership, Treasury Management
Education
Augsburg College 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Augsburg College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Business Mgmt
InFaith Community Foundation September 2015 - Present
Twin Cities Community Gospel Choir May 2015 - Present
3M April 2014 - April 2015
UnitedHealth Group June 2012 - April 2014
UnitedHealthcare October 2010 - June 2012
Express Scripts September 2009 - October 2010
Ameriprise Financial August 2008 - August 2009
Ameriprise Financial September 2006 - August 2008
Skills
Financial Analysis, Investments, Risk Management, Project Management, Strategic Planning, Financial Reporting, Microsoft Excel, Financial Forecasting, Presentations, Job Coaching, Customer Service, Analysis, Problem Solving, Team Leadership, Treasury Management
Education
Augsburg College 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Augsburg College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Business Mgmt
Chad Spitzer's Ameriprise Financial Experience 2011 - Present
Job Compliance Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2011 - Present
Skills
FINRA, Securities, Series 7, Uniform Combined State..., Investments, Series 63
Education
Augsburg College 1989 — 1993
Ameriprise Financial 2011 - Present
Skills
FINRA, Securities, Series 7, Uniform Combined State..., Investments, Series 63
Education
Augsburg College 1989 — 1993
Catherine Ajaero's Ameriprise Financial Experience May 2006 - September 2006
Job Analyst
Industry Research
Experience
S&P Capital IQ January 2008 - Present
Episcopal Diocese of Massachusetts August 2007 - December 2007
AXA Advisors August 2006 - February 2007
Ameriprise Financial May 2006 - September 2006
Skills
Bloomberg, Business Strategy, Capital IQ, Capital Markets, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Research, Valuation, Business Development
Education
Babson College 2004 — 2007
Bachelor's of Science
S&P Capital IQ January 2008 - Present
Episcopal Diocese of Massachusetts August 2007 - December 2007
AXA Advisors August 2006 - February 2007
Ameriprise Financial May 2006 - September 2006
Skills
Bloomberg, Business Strategy, Capital IQ, Capital Markets, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Research, Valuation, Business Development
Education
Babson College 2004 — 2007
Bachelor's of Science
Jacqueline Taradash-Bennett's Ameriprise Financial Experience January 1997 - November 2006
Job Compliance Manager/Officer at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
ING November 2006 - September 2012
ING US Financial Services 2006 - September 2012
Ameriprise Financial January 1997 - November 2006
Skills
Insurance, Financial Services, Risk Management, Compliance, Marketing Compliance, Relationship Management, Investment Advisory
Education
Augsburg College 2009 — 2010
Master of Business Administration (MBA)
Hamline University 1993 — 1995
B.A., Art
Hopkins High School 1986 — 1989
Ameriprise Financial Services, Inc. September 2012 - Present
ING November 2006 - September 2012
ING US Financial Services 2006 - September 2012
Ameriprise Financial January 1997 - November 2006
Skills
Insurance, Financial Services, Risk Management, Compliance, Marketing Compliance, Relationship Management, Investment Advisory
Education
Augsburg College 2009 — 2010
Master of Business Administration (MBA)
Hamline University 1993 — 1995
B.A., Art
Hopkins High School 1986 — 1989
Emily Blaisdell's Ameriprise Financial Experience June 2007 - May 2011
Job Senior Brand Manager at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. April 2012 - February 2015
Ameriprise Financial Services, Inc. February 2011 - April 2012
Ameriprise Financial June 2007 - May 2011
Sentinel Products, Inc. May 2006 - June 2007
Augsburg College September 2002 - May 2006
Sentinel Products, Inc. June 2004 - April 2006
Caribou Coffee September 2003 - December 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Social Media, Event Planning
Education
Augsburg College 2002 — 2006
BA, Business Management and Management Information Systems
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. April 2012 - February 2015
Ameriprise Financial Services, Inc. February 2011 - April 2012
Ameriprise Financial June 2007 - May 2011
Sentinel Products, Inc. May 2006 - June 2007
Augsburg College September 2002 - May 2006
Sentinel Products, Inc. June 2004 - April 2006
Caribou Coffee September 2003 - December 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Social Media, Event Planning
Education
Augsburg College 2002 — 2006
BA, Business Management and Management Information Systems
Laurie McLaughlin Millington's Ameriprise Financial Experience August 2002 - October 2005
Job Senior Business Systems Analyst at Data Recognition Corporation
Industry Information Technology and Services
Experience
Data Recognition Corporation January 2013 - Present
Assurant November 2009 - January 2013
Robert Half Management Resources May 2007 - March 2009
University of Minnesota October 2005 - May 2007
Ameriprise Financial August 2002 - October 2005
Thrivent Financial March 1984 - August 2002
Skills
Process Improvement, SDLC, Business Analysis, Visio, Requirements Analysis, Analysis, Project Management, Software Documentation, Business Process, Financial Reporting, Accounting, Cost Accounting, Accounts Payable, Technical Support, Training, repoort writing
Education
Augsburg College 1997 — 2002
Bachelor's degree, Management Information Systems, General, 3.75
Data Recognition Corporation January 2013 - Present
Assurant November 2009 - January 2013
Robert Half Management Resources May 2007 - March 2009
University of Minnesota October 2005 - May 2007
Ameriprise Financial August 2002 - October 2005
Thrivent Financial March 1984 - August 2002
Skills
Process Improvement, SDLC, Business Analysis, Visio, Requirements Analysis, Analysis, Project Management, Software Documentation, Business Process, Financial Reporting, Accounting, Cost Accounting, Accounts Payable, Technical Support, Training, repoort writing
Education
Augsburg College 1997 — 2002
Bachelor's degree, Management Information Systems, General, 3.75
Gina Vartti's Ameriprise Financial Experience 2000 - 2009
Job Office Management
Industry Nonprofit Organization Management
Experience
Bartylla Plumbing & Heating, Inc. April 2012 - Present
Northeast Metro 916 February 2010 - Present
The Dwelling Place March 2009 - April 2010
Ameriprise Financial 2000 - 2009
Unisys 1979 - 1998
Education
Augsburg College 1977 — 1981
BA, History & Communications Majors with a Minor in Psychology
Bartylla Plumbing & Heating, Inc. April 2012 - Present
Northeast Metro 916 February 2010 - Present
The Dwelling Place March 2009 - April 2010
Ameriprise Financial 2000 - 2009
Unisys 1979 - 1998
Education
Augsburg College 1977 — 1981
BA, History & Communications Majors with a Minor in Psychology
Mark Barrett, CFA's Ameriprise Financial Experience September 2005 - June 2008
Job Senior Project Manager, VP Small Business Distribution Strategy at TD
Industry Financial Services
Experience
TD November 2013 - Present
TD Bank November 2011 - October 2013
TD December 2009 - October 2011
TD December 2008 - November 2009
CEI Community Ventures November 2008 - November 2008
Ameriprise Financial September 2005 - June 2008
Babson College Fund August 2007 - May 2008
Skills
Business Strategy, Bloomberg, Financial Analysis, Financial Modeling, Investments, Management, Portfolio Management, Risk Management
Education
Babson College 2004 — 2008
B.S., Finance
University of St. Andrews 2007 — 2007
International Relations
TD November 2013 - Present
TD Bank November 2011 - October 2013
TD December 2009 - October 2011
TD December 2008 - November 2009
CEI Community Ventures November 2008 - November 2008
Ameriprise Financial September 2005 - June 2008
Babson College Fund August 2007 - May 2008
Skills
Business Strategy, Bloomberg, Financial Analysis, Financial Modeling, Investments, Management, Portfolio Management, Risk Management
Education
Babson College 2004 — 2008
B.S., Finance
University of St. Andrews 2007 — 2007
International Relations
Sudhindra Chitgubbi's Ameriprise Financial Experience January 2003 - May 2010
Job
Industry Information Technology and Services
Experience
Carhartt August 2011 - Present
Technosoft Corporation August 2010 - July 2011
Ameriprise Financial January 2003 - May 2010
Datamatics November 1997 - January 2003
DSQ Software August 1994 - October 1997
Syspro Software International Services Ltd. January 1993 - July 1994
Skills
DB2, Embedded SQL, IBM iSeries, HTML, JavaScript, Java, .NET, Visio, SQL, COBOL, SDLC, Databases, Programming, Requirements Analysis, Unix, Visual Basic, Operating Systems, Business Analysis, Microsoft SQL Server, Access, Software Development, Oracle, Analysis, SharePoint, Troubleshooting, ASP.NET, RPG III, IBM AS/400, Systems Analysis, RPG Free, Database Design, C#, RPG
Education
B. M. S. College of Engineering 1989 — 1992
Master of Computer Applications (MCA), Computer Applications
Vijaya College 1986 — 1989
Bachelor of Science, Physics, Mathematics & Electronics
Carhartt August 2011 - Present
Technosoft Corporation August 2010 - July 2011
Ameriprise Financial January 2003 - May 2010
Datamatics November 1997 - January 2003
DSQ Software August 1994 - October 1997
Syspro Software International Services Ltd. January 1993 - July 1994
Skills
DB2, Embedded SQL, IBM iSeries, HTML, JavaScript, Java, .NET, Visio, SQL, COBOL, SDLC, Databases, Programming, Requirements Analysis, Unix, Visual Basic, Operating Systems, Business Analysis, Microsoft SQL Server, Access, Software Development, Oracle, Analysis, SharePoint, Troubleshooting, ASP.NET, RPG III, IBM AS/400, Systems Analysis, RPG Free, Database Design, C#, RPG
Education
B. M. S. College of Engineering 1989 — 1992
Master of Computer Applications (MCA), Computer Applications
Vijaya College 1986 — 1989
Bachelor of Science, Physics, Mathematics & Electronics
George Mulwee's Ameriprise Financial Experience September 2010 - July 2011
Job Director of Supervision at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC May 2014 - Present
Woodbury Financial Services May 2013 - May 2014
Woodbury Financial Services July 2011 - May 2013
Ameriprise Financial September 2010 - July 2011
Woodbury Financial Services August 2007 - September 2010
Woodbury Financial Services June 2004 - August 2007
Woodbury Financial Services June 2002 - June 2004
Fortis Financial Group November 1999 - June 2002
Skills
Series 24, Series 7, Mutual Funds, Uniform Combined State..., Investments, Investment Advisory, Registered Investment..., Trading, Compliance, FINRA, Series 66, Series 4
Education
Augsburg College 2006 — 2010
Cetera Advisors LLC May 2014 - Present
Woodbury Financial Services May 2013 - May 2014
Woodbury Financial Services July 2011 - May 2013
Ameriprise Financial September 2010 - July 2011
Woodbury Financial Services August 2007 - September 2010
Woodbury Financial Services June 2004 - August 2007
Woodbury Financial Services June 2002 - June 2004
Fortis Financial Group November 1999 - June 2002
Skills
Series 24, Series 7, Mutual Funds, Uniform Combined State..., Investments, Investment Advisory, Registered Investment..., Trading, Compliance, FINRA, Series 66, Series 4
Education
Augsburg College 2006 — 2010
Anil Prasad's Ameriprise Financial Experience 2007 - 2009
Job Director IT at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group November 2011 - Present
Ameriprise Financial Services, Inc. July 2011 - November 2011
Medtronic October 2009 - May 2011
Ameriprise Financial 2007 - 2009
MetLife 2005 - 2007
Accenture Technology Solutions 2003 - 2005
GE IT Solutions and Ness Technologies 2001 - 2003
Wipro Technologies 1999 - 2001
BFL Software 1997 - 1999
Skills
Technology Management, Program Management, Healthcare, SDLC, Insurance, Enterprise Architecture, Data Warehousing, Vendor Management, Integration, Software Portfolio..., BIG Data, Hadoop-..., Enterprise Software, Cloud Computing, Oracle, Process Improvement, Strategy, Project Management, Change Management, Unix, Software Product..., Web Services, Business Intelligence, Business Process, Business Analysis, Requirements Analysis, Management, Consulting, IT Strategy
Education
University of St. Thomas 2013 — 2013
Mini MBA, Health Care Management
Six Sigma 2009 — 2010
NA, Six Sigma Black Belt
Birla Institute of Technology and Science, Pilani 2007 — 2009
MS, Software Systems
Visvesvaraya Technological University 1993 — 1997
B. E, Computer Science and Engineering
Bangalore University 1990 — 1992
Diploma (D C.sc and E), Computer Science and Engineering
PMI - PMP
PMP #1367995
UnitedHealth Group November 2011 - Present
Ameriprise Financial Services, Inc. July 2011 - November 2011
Medtronic October 2009 - May 2011
Ameriprise Financial 2007 - 2009
MetLife 2005 - 2007
Accenture Technology Solutions 2003 - 2005
GE IT Solutions and Ness Technologies 2001 - 2003
Wipro Technologies 1999 - 2001
BFL Software 1997 - 1999
Skills
Technology Management, Program Management, Healthcare, SDLC, Insurance, Enterprise Architecture, Data Warehousing, Vendor Management, Integration, Software Portfolio..., BIG Data, Hadoop-..., Enterprise Software, Cloud Computing, Oracle, Process Improvement, Strategy, Project Management, Change Management, Unix, Software Product..., Web Services, Business Intelligence, Business Process, Business Analysis, Requirements Analysis, Management, Consulting, IT Strategy
Education
University of St. Thomas 2013 — 2013
Mini MBA, Health Care Management
Six Sigma 2009 — 2010
NA, Six Sigma Black Belt
Birla Institute of Technology and Science, Pilani 2007 — 2009
MS, Software Systems
Visvesvaraya Technological University 1993 — 1997
B. E, Computer Science and Engineering
Bangalore University 1990 — 1992
Diploma (D C.sc and E), Computer Science and Engineering
PMI - PMP
PMP #1367995
Ann Kraus's Ameriprise Financial Experience January 2011 - June 2012
Job IT Portfolio Manager at Medica
Industry Insurance
Experience
Medica October 2014 - Present
Medica June 2012 - October 2014
Ameriprise Financial January 2011 - June 2012
Medica October 2009 - January 2011
Medica October 2005 - October 2009
United Health Group June 2005 - October 2005
The Hartford May 1998 - May 2005
Skills
SDLC, Process Improvement, Business Analysis, Visio, Vendor Management, Project Management, Insurance, Program Management, Requirements Analysis, Business Requirements, PMP, Cross-functional Team..., Requirements Gathering, Health Insurance, Change Management, Data Analysis, Management, Strategy, Project Portfolio..., Enterprise Software, Leadership, Integration, Strategic Planning, Business Process..., Resource Management, IT Strategy, Business Intelligence, Business Process, PMO, Software Documentation, Data Warehousing, SharePoint, Enterprise Architecture, Software Project..., Agile Methodologies, IT Management, Scrum
Education
Augsburg College
BA, Communications Management
College of St. Thomas
Project Management Masters Certificate
Medica October 2014 - Present
Medica June 2012 - October 2014
Ameriprise Financial January 2011 - June 2012
Medica October 2009 - January 2011
Medica October 2005 - October 2009
United Health Group June 2005 - October 2005
The Hartford May 1998 - May 2005
Skills
SDLC, Process Improvement, Business Analysis, Visio, Vendor Management, Project Management, Insurance, Program Management, Requirements Analysis, Business Requirements, PMP, Cross-functional Team..., Requirements Gathering, Health Insurance, Change Management, Data Analysis, Management, Strategy, Project Portfolio..., Enterprise Software, Leadership, Integration, Strategic Planning, Business Process..., Resource Management, IT Strategy, Business Intelligence, Business Process, PMO, Software Documentation, Data Warehousing, SharePoint, Enterprise Architecture, Software Project..., Agile Methodologies, IT Management, Scrum
Education
Augsburg College
BA, Communications Management
College of St. Thomas
Project Management Masters Certificate
Settar Altiok MBA PMP CFA's Ameriprise Financial Experience September 2006 - March 2008
Job Seeking new opportunities as a Sr Credit Risk Analyst, Sr Financial Analyst
Industry Financial Services
Experience
TemsaWorldwide August 1994 - Present
Ameriprise Financial September 2006 - March 2008
Skills
Financial Analysis, Cash Management, Forecasting
Education
Saint Mary's University of Minnesota 2009 — 2012
PMP, Project Management
Augsburg College 2006 — 2009
M.B.A, Finance
Dakota State University 1998 — 2001
BBA, Management/Finance
CFA
CFA, CFA
TemsaWorldwide August 1994 - Present
Ameriprise Financial September 2006 - March 2008
Skills
Financial Analysis, Cash Management, Forecasting
Education
Saint Mary's University of Minnesota 2009 — 2012
PMP, Project Management
Augsburg College 2006 — 2009
M.B.A, Finance
Dakota State University 1998 — 2001
BBA, Management/Finance
CFA
CFA, CFA
Wyatt Garnand's Ameriprise Financial Experience June 2001 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2001 - Present
Education
Arizona State University
BS, Management
Brophy
St Theresa
Ameriprise Financial June 2001 - Present
Education
Arizona State University
BS, Management
Brophy
St Theresa
Sunitha Varadhan's Ameriprise Financial Experience January 2011 - Present
Job Technology Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2011 - Present
Ameriprise Financial January 2008 - January 2011
Ameriprise Financial Services, Inc. 1996 - 2009
Skills
Enterprise Architecture, Microsoft Office, Software Project..., Business Analysis, SDLC, SOA, Management, Requirements Analysis, Strategic Planning, Process Improvement, IT Strategy, Vendor Management, Project Management, Requirements Gathering, Integration
Education
Bangalore University 1988 — 1992
Bachelor of Engineering
Ameriprise Financial January 2011 - Present
Ameriprise Financial January 2008 - January 2011
Ameriprise Financial Services, Inc. 1996 - 2009
Skills
Enterprise Architecture, Microsoft Office, Software Project..., Business Analysis, SDLC, SOA, Management, Requirements Analysis, Strategic Planning, Process Improvement, IT Strategy, Vendor Management, Project Management, Requirements Gathering, Integration
Education
Bangalore University 1988 — 1992
Bachelor of Engineering
Christie (Cain) Sheldon's Ameriprise Financial Experience January 2006 - October 2009
Job Assistant Director Cancer Services, RN, BS
Industry Hospital & Health Care
Experience
Research Medical Center March 2015 - Present
Sheldon Photography May 2011 - Present
HCA April 2013 - March 2015
Centerpoint Medical Center July 2011 - April 2013
Ameriprise Financial January 2006 - October 2009
Commercial Federal Bank June 2004 - January 2006
IFMG Securities, Inc October 1999 - June 2004
Skills
Management, Leadership, Healthcare, Strategic Planning, Team Building, Customer Service, Training, Process Improvement, Coaching, Public Speaking, Outlook, Leadership Development, Healthcare Information..., Healthcare Management, Cpr Certified, EHR, EMR, Finance, Nursing, HIPAA, CPR Certified, Hospitals, Patient Safety, BLS, Informatics
Education
Concorde Career Colleges 2011 — 2012
Associate's degree, Registered Nursing/Registered Nurse
Avila University 1995 — 1999
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies
Research Medical Center March 2015 - Present
Sheldon Photography May 2011 - Present
HCA April 2013 - March 2015
Centerpoint Medical Center July 2011 - April 2013
Ameriprise Financial January 2006 - October 2009
Commercial Federal Bank June 2004 - January 2006
IFMG Securities, Inc October 1999 - June 2004
Skills
Management, Leadership, Healthcare, Strategic Planning, Team Building, Customer Service, Training, Process Improvement, Coaching, Public Speaking, Outlook, Leadership Development, Healthcare Information..., Healthcare Management, Cpr Certified, EHR, EMR, Finance, Nursing, HIPAA, CPR Certified, Hospitals, Patient Safety, BLS, Informatics
Education
Concorde Career Colleges 2011 — 2012
Associate's degree, Registered Nursing/Registered Nurse
Avila University 1995 — 1999
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies
Alice Brierley's Ameriprise Financial Experience March 2005 - July 2008
Job Student
Industry Arts and Crafts
Experience
M&T Bank 2013 - 2013
M&T Bank 2013 - 2013
Towson University August 2010 - 2010
Ameriprise Financial March 2005 - July 2008
ameriprise financial 2005 - 2008
Education
University of Arkansas at Little Rock 1993 — 1998
BA, physics, English, astronomy, mathematics
Bard College at Simon's Rock 1992 — 1993
N/A, N/A
M&T Bank 2013 - 2013
M&T Bank 2013 - 2013
Towson University August 2010 - 2010
Ameriprise Financial March 2005 - July 2008
ameriprise financial 2005 - 2008
Education
University of Arkansas at Little Rock 1993 — 1998
BA, physics, English, astronomy, mathematics
Bard College at Simon's Rock 1992 — 1993
N/A, N/A
Jackie Forrester's Ameriprise Financial Experience June 2006 - Present
Job Program Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2006 - Present
BI Worldwide June 2002 - March 2005
Northwest Airlines June 1998 - October 2001
Skills
Project management, Vendor Management, PMP, PMO, Competitive Analysis, Project Delivery, Program Management, Incentive Programs, Incentive Travel, Data Analysis, Pricing Strategy, Pricing negotiation, Requirements gathering..., Leadership, Process Improvement, Strategic Planning, Analysis, Strategy
Education
Augsburg College 1992 — 1996
Masters, Leadership
Augsburg College 1985 — 1988
Bachelors, Marketing
Ameriprise Financial June 2006 - Present
BI Worldwide June 2002 - March 2005
Northwest Airlines June 1998 - October 2001
Skills
Project management, Vendor Management, PMP, PMO, Competitive Analysis, Project Delivery, Program Management, Incentive Programs, Incentive Travel, Data Analysis, Pricing Strategy, Pricing negotiation, Requirements gathering..., Leadership, Process Improvement, Strategic Planning, Analysis, Strategy
Education
Augsburg College 1992 — 1996
Masters, Leadership
Augsburg College 1985 — 1988
Bachelors, Marketing
Kelli Kenealy's Ameriprise Financial Experience July 2005 - March 2009
Job Student at DePaul University
Industry Financial Services
Experience
DePaul University June 2009 - Present
Ameriprise Financial July 2005 - March 2009
Ameriprise Financial 2005 - 2008
Education
DePaul University 2009 — 2010
M.A Education, Education-Secondary
Aurora University 2003 — 2005
BA, Marketing/Communications
California Highschool 1993 — 1997
DePaul University June 2009 - Present
Ameriprise Financial July 2005 - March 2009
Ameriprise Financial 2005 - 2008
Education
DePaul University 2009 — 2010
M.A Education, Education-Secondary
Aurora University 2003 — 2005
BA, Marketing/Communications
California Highschool 1993 — 1997
Claudia Wood's Ameriprise Financial Experience 2005 - 2007
Job Employment Specialist at UNC Healthcare
Industry Human Resources
Experience
UNC Healthcare Case Design SpecialistTIME Financial2007 - 2007
Ameriprise Financial 2005 - 2007
Education
Ashford University 2008 — 2010
Masters, Organizational/HR Management
University of North Carolina at Pembroke 2001 — 2005
Bachelors, English
UNC Healthcare Case Design SpecialistTIME Financial2007 - 2007
Ameriprise Financial 2005 - 2007
Education
Ashford University 2008 — 2010
Masters, Organizational/HR Management
University of North Carolina at Pembroke 2001 — 2005
Bachelors, English
David H. Forston, Jr., J.D.'s Ameriprise Financial Experience June 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2008 - Present
Page, Scrantom, Sprouse, Tucker & Ford 2006 - 2006
Hatcher, Stubbs, Land, Hollis & Rothschild 2006 - 2006
Rushton, Stakely, Johnston & Garrett June 2005 - August 2005
Education
University of Georgia School of Law 2004 — 2007
J.D., Law
Auburn University 2000 — 2003
Bachelor's Degree, Business Administration, History minor
Brookstone School 1987 — 2000
Ameriprise Financial June 2008 - Present
Page, Scrantom, Sprouse, Tucker & Ford 2006 - 2006
Hatcher, Stubbs, Land, Hollis & Rothschild 2006 - 2006
Rushton, Stakely, Johnston & Garrett June 2005 - August 2005
Education
University of Georgia School of Law 2004 — 2007
J.D., Law
Auburn University 2000 — 2003
Bachelor's Degree, Business Administration, History minor
Brookstone School 1987 — 2000
Jennifer Bahe's Ameriprise Financial Experience February 2008 - December 2008
Job Production Manager at Killing Joke Films Inc.
Industry Motion Pictures and Film
Experience
Killing Joke Films Inc. 2005 - Present
Ameriprise Financial February 2008 - December 2008
Ameriprise Financial July 2007 - December 2007
Education
Augsburg College 2003 — 2005
Theatre Arts
Northwestern College 2001 — 2003
Theatre Arts
Killing Joke Films Inc. 2005 - Present
Ameriprise Financial February 2008 - December 2008
Ameriprise Financial July 2007 - December 2007
Education
Augsburg College 2003 — 2005
Theatre Arts
Northwestern College 2001 — 2003
Theatre Arts
Russell J. Fish's Ameriprise Financial Experience April 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2002 - Present
Education
The Ohio State University 1994 — 1997
Master of Science (M.S.)
Baldwin-Wallace College 1987 — 1990
Bachelor of Science (B.S.), Business / Biology
Ameriprise Financial April 2002 - Present
Education
The Ohio State University 1994 — 1997
Master of Science (M.S.)
Baldwin-Wallace College 1987 — 1990
Bachelor of Science (B.S.), Business / Biology
Theresa Bowler's Ameriprise Financial Experience Senior Business Systems AnalystAmeriprise Financial Services, Inc.2009 - Present
Job Sr Business Systems Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Senior Business Systems AnalystAmeriprise Financial Services, Inc.2009 - Present
Skills
Requirements Gathering, Mutual Funds
Education
Augsburg College 2001 — 2002
IT Certificate, Information Technology
University of Minnesota-Twin Cities 1989 — 1994
BA, Latin American Studies, Chicano Studies
Ameriprise Financial Senior Business Systems AnalystAmeriprise Financial Services, Inc.2009 - Present
Skills
Requirements Gathering, Mutual Funds
Education
Augsburg College 2001 — 2002
IT Certificate, Information Technology
University of Minnesota-Twin Cities 1989 — 1994
BA, Latin American Studies, Chicano Studies
N Martyn Dickinson's Ameriprise Financial Experience January 2012 - May 2013
Job Client Service Manager
Industry Financial Services
Experience
Ameriprise Financial January 2012 - May 2013
Ameriprise Financial Services, Inc. August 2005 - December 2011
Western Michigan University, College of Aviation January 1999 - July 2004
FlightSafety International July 1996 - December 1998
Skills
Wealth Management, Series 7, Portfolio Management, Retirement Planning, Training, Mutual Funds, Investments, Strategic Financial..., Banking, Equities, Asset Management
Education
Aston University 1974 — 1978
BSc (Hons) 1st, Systems Analysis
Ameriprise Financial January 2012 - May 2013
Ameriprise Financial Services, Inc. August 2005 - December 2011
Western Michigan University, College of Aviation January 1999 - July 2004
FlightSafety International July 1996 - December 1998
Skills
Wealth Management, Series 7, Portfolio Management, Retirement Planning, Training, Mutual Funds, Investments, Strategic Financial..., Banking, Equities, Asset Management
Education
Aston University 1974 — 1978
BSc (Hons) 1st, Systems Analysis
Ryan Kitzman, CLU's Ameriprise Financial Experience July 2009 - February 2011
Job National Sales Director
Industry Financial Services
Experience
Imeriti Financial Network January 2015 - Present
Allianz Life March 2013 - January 2015
ING Life March 2012 - January 2013
ING Life March 2011 - March 2012
Ameriprise Financial July 2009 - February 2011
Advisornet Financial September 2008 - February 2009
RBC Dain Rauscher September 2007 - September 2008
Skills
Series 7, Minnesota Life,..., Finance, Insurance, Training, Life Insurance, Sales, Sales Management, Retirement Planning, Securities, Fixed Annuities, Marketing, Strategic Financial..., Financial Services, Analysis, Data Analysis, Investments, Project Planning
Education
American College 2012 — 2014
CLU
Augsburg College 2004 — 2007
Marketing
Imeriti Financial Network January 2015 - Present
Allianz Life March 2013 - January 2015
ING Life March 2012 - January 2013
ING Life March 2011 - March 2012
Ameriprise Financial July 2009 - February 2011
Advisornet Financial September 2008 - February 2009
RBC Dain Rauscher September 2007 - September 2008
Skills
Series 7, Minnesota Life,..., Finance, Insurance, Training, Life Insurance, Sales, Sales Management, Retirement Planning, Securities, Fixed Annuities, Marketing, Strategic Financial..., Financial Services, Analysis, Data Analysis, Investments, Project Planning
Education
American College 2012 — 2014
CLU
Augsburg College 2004 — 2007
Marketing
Wesley Uhl's Ameriprise Financial Experience June 2003 - June 2009
Job Client Service Manager at Empower
Industry Financial Services
Experience
EMPOWER Retirement June 2013 - Present
JP Morgan Chase February 2010 - June 2013
Ameriprise Financial June 2003 - June 2009
Skills
Retirement Planning, Strategic Financial..., Retirement, IRAs, 401k, Series 7, Asset Allocation, Investments, Financial Analysis, Mutual Funds, Wealth Management, Risk Management, Asset Managment, Estate Planning, Portfolio Management, 401k Rollovers, Personal Financial..., Investment Management, Relationship Management, Investment Advisory, Securities, Financial Advisory, Life Insurance
Education
Baker University 2009 — 2011
Masters, Business Administration
Kansas State University 1996 — 2003
B.S., Personal Financial Planning
EMPOWER Retirement June 2013 - Present
JP Morgan Chase February 2010 - June 2013
Ameriprise Financial June 2003 - June 2009
Skills
Retirement Planning, Strategic Financial..., Retirement, IRAs, 401k, Series 7, Asset Allocation, Investments, Financial Analysis, Mutual Funds, Wealth Management, Risk Management, Asset Managment, Estate Planning, Portfolio Management, 401k Rollovers, Personal Financial..., Investment Management, Relationship Management, Investment Advisory, Securities, Financial Advisory, Life Insurance
Education
Baker University 2009 — 2011
Masters, Business Administration
Kansas State University 1996 — 2003
B.S., Personal Financial Planning
Britt Larson's Ameriprise Financial Experience February 1998 - December 2007
Job Sr. Customer Service Professional
Industry Financial Services
Experience
RiverSource May 2011 - Present
Ameriprise Financial February 1998 - December 2007
Skills
Coaching, Training Delivery, Training, Life Insurance, Employee Training, Insurance
Education
Augustana University (SD) 1987 — 1992
BA, Music
RiverSource May 2011 - Present
Ameriprise Financial February 1998 - December 2007
Skills
Coaching, Training Delivery, Training, Life Insurance, Employee Training, Insurance
Education
Augustana University (SD) 1987 — 1992
BA, Music
Margie Reich's Ameriprise Financial Experience 1987 - 2003
Job Program/Project Manager at U.S. Bank
Industry Information Technology and Services
Experience
Asst Vice President, Corporate Payment Systems, Global Technology at US Bank June 2015 - Present
U.S. Bank September 2012 - Present
FIS Information Technology Services, Woodbury, MN December 2010 - August 2012
FIS 2010 - 2012
FIS 2010 - 2012
FIS 2010 - 2012
Mendota Inusrance Company 2006 - 2008
IBM Global Services 2001 - 2003
IBM Global Business Services 2001 - 2003
Ameriprise Financial 1987 - 2003
Skills
SDLC, Quality Assurance, Documentation, Requirements Gathering, Testing, Software Documentation, Software Project..., Process Improvement, Project Management, PMP, IT Management, Business Analysis
Education
Augsburg College 1986 — 1993
MIS, Information Systems, Economics
Pacelli High School 1969 — 1974
Basic
Asst Vice President, Corporate Payment Systems, Global Technology at US Bank June 2015 - Present
U.S. Bank September 2012 - Present
FIS Information Technology Services, Woodbury, MN December 2010 - August 2012
FIS 2010 - 2012
FIS 2010 - 2012
FIS 2010 - 2012
Mendota Inusrance Company 2006 - 2008
IBM Global Services 2001 - 2003
IBM Global Business Services 2001 - 2003
Ameriprise Financial 1987 - 2003
Skills
SDLC, Quality Assurance, Documentation, Requirements Gathering, Testing, Software Documentation, Software Project..., Process Improvement, Project Management, PMP, IT Management, Business Analysis
Education
Augsburg College 1986 — 1993
MIS, Information Systems, Economics
Pacelli High School 1969 — 1974
Basic
Kim Chapman's Ameriprise Financial Experience August 2001 - December 2009
Job Senior Compliance Consultant at Robert Half Seeking employment
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Robert Half December 2013 - Present
Woodbury Financial Services March 2011 - May 2013
Piper Jaffray October 2010 - April 2011
Ameriprise Financial August 2001 - December 2009
Ameriprise Financial Services, Inc. 1994 - 2009
RBC Dain Rauscher July 1983 - August 1989
Skills
FINRA, Problem Solving, Cross-functional Team..., Team Leadership, Financial Services, Financial Services..., Series 7, Risk Management, Risk Assessment, Securities, Series 24, Employee Training, Mutual Funds, Leadership, Series 6, Training, Analysis, Management, Investments, Insurance
Education
Augsburg College 2006 — 2015
Masters, Leadership
Augsburg College
BA, Business with a marketing emphasis
University of Minnesota-Twin Cities
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Robert Half December 2013 - Present
Woodbury Financial Services March 2011 - May 2013
Piper Jaffray October 2010 - April 2011
Ameriprise Financial August 2001 - December 2009
Ameriprise Financial Services, Inc. 1994 - 2009
RBC Dain Rauscher July 1983 - August 1989
Skills
FINRA, Problem Solving, Cross-functional Team..., Team Leadership, Financial Services, Financial Services..., Series 7, Risk Management, Risk Assessment, Securities, Series 24, Employee Training, Mutual Funds, Leadership, Series 6, Training, Analysis, Management, Investments, Insurance
Education
Augsburg College 2006 — 2015
Masters, Leadership
Augsburg College
BA, Business with a marketing emphasis
University of Minnesota-Twin Cities
Jennifer Holthusen's Ameriprise Financial Experience October 2009 - Present
Job Director Organizational Effectiveness at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial October 2009 - Present
Ameriprise Financial Services, Inc. April 2000 - October 2009
Skills
Mutual Funds, Series 63, Securities, Team Building, Financial Services, Series 7, Series 24, Wealth Management, Asset Allocation, FINRA, Investments, Strategic Financial..., Retirement Planning, Employee Engagement, Leadership
Education
Augsburg College
Bachelor's Degree, Communication, General
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial October 2009 - Present
Ameriprise Financial Services, Inc. April 2000 - October 2009
Skills
Mutual Funds, Series 63, Securities, Team Building, Financial Services, Series 7, Series 24, Wealth Management, Asset Allocation, FINRA, Investments, Strategic Financial..., Retirement Planning, Employee Engagement, Leadership
Education
Augsburg College
Bachelor's Degree, Communication, General
Michelle Breig's Ameriprise Financial Experience October 2014 - Present
Job Office Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2014 - Present
Atlanta Capital Management March 2001 - September 2014
Skills
Asset Managment, Investments, Portfolio Management, Alternative Investments, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Asset Allocation, Investment Management, ETFs, Bloomberg, Equities, Series 63, Series 7, Separately Managed...
Education
Ashworth University 2004 — 2006
Associate of Arts (AA), Business Administration and Management, General, 3.9
Ameriprise Financial October 2014 - Present
Atlanta Capital Management March 2001 - September 2014
Skills
Asset Managment, Investments, Portfolio Management, Alternative Investments, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Asset Allocation, Investment Management, ETFs, Bloomberg, Equities, Series 63, Series 7, Separately Managed...
Education
Ashworth University 2004 — 2006
Associate of Arts (AA), Business Administration and Management, General, 3.9
Sharon Newsome's Ameriprise Financial Experience 2001 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc September 2001 - April 2009
Ameriprise Financial Services, Inc 2001 - 2009
Ameriprise Financial 2001 - 2009
Education
The University of Texas at Austin 1966 — 1968
B.S., Latin, History
Austin College 1964 — 1966
Psychology
Ameriprise Financial Services, Inc September 2001 - April 2009
Ameriprise Financial Services, Inc 2001 - 2009
Ameriprise Financial 2001 - 2009
Education
The University of Texas at Austin 1966 — 1968
B.S., Latin, History
Austin College 1964 — 1966
Psychology
Colin Besch's Ameriprise Financial Experience December 2007 - August 2009
Job Sr. Financial Analyst at American Express Global Business Travel
Industry Financial Services
Experience
American Express Global Business Travel January 2013 - Present
USA Hockey August 2007 - Present
Ameriprise Financial December 2007 - August 2009
Sun Health October 2005 - August 2007
American Express May 2004 - August 2004
Skills
Training, Management, Microsoft Excel, Fundraising, Time Management, PowerPoint, Finance, Marketing, Microsoft Word, Outlook, Organizational..., Research, Insurance, Leadership, Microsoft Office, Public Speaking, Customer Service, Process Improvement, Event Planning, Team Leadership
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Finance
American Express Global Business Travel January 2013 - Present
USA Hockey August 2007 - Present
Ameriprise Financial December 2007 - August 2009
Sun Health October 2005 - August 2007
American Express May 2004 - August 2004
Skills
Training, Management, Microsoft Excel, Fundraising, Time Management, PowerPoint, Finance, Marketing, Microsoft Word, Outlook, Organizational..., Research, Insurance, Leadership, Microsoft Office, Public Speaking, Customer Service, Process Improvement, Event Planning, Team Leadership
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Finance
Renae Spehn's Ameriprise Financial Experience September 2007 - March 2008
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Todd Moser, CFP®, CPWA®'s Ameriprise Financial Experience June 2003 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2003 - Present
Education
Augustana College 1999 — 2003
BA, Economics and Finance
Ameriprise Financial June 2003 - Present
Education
Augustana College 1999 — 2003
BA, Economics and Finance
Sheila Cannon's Ameriprise Financial Experience August 2011 - December 2012
Job Sr. Paralegal / ManagerDirector / Grant Writer
Industry Law Practice
Experience
DeFur Voran November 2011 - September 2013
Ameriprise Financial August 2011 - December 2012
Energize ECI Regional Planning Commission April 2010 - April 2011
Remy International May 1999 - December 2008
Ball Corporation June 1967 - October 1998
Skills
Corporate Law, Litigation, Intellectual Property, Mergers & Acquisitions, Legal Assistance, Bankruptcy, Policy, Patents, Real Estate, Negotiation, Budgets, Grant Writing, Research, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Credit
Education
Ball State University 1979 — 1998
B.S., Legal Administration, Magna Cum Laude
DeFur Voran November 2011 - September 2013
Ameriprise Financial August 2011 - December 2012
Energize ECI Regional Planning Commission April 2010 - April 2011
Remy International May 1999 - December 2008
Ball Corporation June 1967 - October 1998
Skills
Corporate Law, Litigation, Intellectual Property, Mergers & Acquisitions, Legal Assistance, Bankruptcy, Policy, Patents, Real Estate, Negotiation, Budgets, Grant Writing, Research, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Credit
Education
Ball State University 1979 — 1998
B.S., Legal Administration, Magna Cum Laude
Sharon Bahmuller's Ameriprise Financial Experience 2001 - 2004
Job Business Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Management September 2004 - Present
Ameriprise Financial 2001 - 2004
American Express Retirement Services 1997 - 2001
TCF Financial Corporation 1996 - 1997
TCF Financial Corporation 1992 - 1996
TCF Financial Corporation 1989 - 1992
TCF Financial Corporation July 1987 - 1989
Skills
Accounting, General Ledger, Accounts Payable, Auditing, Internal Controls, PeopleSoft, Internal Audit, Variance Analysis, Accruals, Process Improvement, Invoicing, Equities, Mutual Funds, Financial Risk
Education
Augsburg College
General Accounting
Northwestern College 1981 — 1985
Bachelor of Arts, Christian Education
Normandale Community College
Accounting and Economics
Columbia Management September 2004 - Present
Ameriprise Financial 2001 - 2004
American Express Retirement Services 1997 - 2001
TCF Financial Corporation 1996 - 1997
TCF Financial Corporation 1992 - 1996
TCF Financial Corporation 1989 - 1992
TCF Financial Corporation July 1987 - 1989
Skills
Accounting, General Ledger, Accounts Payable, Auditing, Internal Controls, PeopleSoft, Internal Audit, Variance Analysis, Accruals, Process Improvement, Invoicing, Equities, Mutual Funds, Financial Risk
Education
Augsburg College
General Accounting
Northwestern College 1981 — 1985
Bachelor of Arts, Christian Education
Normandale Community College
Accounting and Economics
Cory Hodges's Ameriprise Financial Experience May 2014 - Present
Job Office Manager at The Traveling Photo Booth
Industry Financial Services
Experience
Ameriprise Financial May 2014 - Present
The Traveling Photo Booth May 2014 - Present
Elements Laser Spa October 2011 - May 2014
Skills
Microsoft Word, PowerPoint, Outlook, CRM, QuickBooks, Shift Planner, Schedule View
Education
Austin Community College
Ameriprise Financial May 2014 - Present
The Traveling Photo Booth May 2014 - Present
Elements Laser Spa October 2011 - May 2014
Skills
Microsoft Word, PowerPoint, Outlook, CRM, QuickBooks, Shift Planner, Schedule View
Education
Austin Community College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.