Ameriprise Financial
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Salaries. You can even request information on how much does Ameriprise Financial pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,651 Ameriprise Financial employees in database. Find out everything there's to know about Ameriprise Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Employees
Employee
Years
Job
Industry
Bob Morrill Bob Morrill's Ameriprise Financial Experience January 2007 - May 2008
Job Director, Student Finance Operations at Strayer University
Industry Higher Education
Experience
Strayer University December 2013 - Present
Strayer University April 2012 - November 2013
Strayer University July 2010 - March 2012
Wachovia, A Wells Fargo Company March 2007 - August 2009
Ameriprise Financial January 2007 - May 2008
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Student Financial Aid, Finance, Retirement Planning, Financial Modeling, Banking, Credit, Insurance, Risk Management, Uniform Combined State..., Retirement, Securities, Series 63, Financial Planners
Education
State University of New York College at Oswego 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Syracuse University 2004 — 2006
Business, ROTC
Strayer University December 2013 - Present
Strayer University April 2012 - November 2013
Strayer University July 2010 - March 2012
Wachovia, A Wells Fargo Company March 2007 - August 2009
Ameriprise Financial January 2007 - May 2008
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Student Financial Aid, Finance, Retirement Planning, Financial Modeling, Banking, Credit, Insurance, Risk Management, Uniform Combined State..., Retirement, Securities, Series 63, Financial Planners
Education
State University of New York College at Oswego 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Syracuse University 2004 — 2006
Business, ROTC
Charlie Anderson Charlie Anderson's Ameriprise Financial Experience October 2007 - February 2008
Job Boom Lab: Training, Mentoring, Consulting, Amazing.
Industry Management Consulting
Experience
Boom Lab October 2011 - Present
Genesis10 February 2008 - October 2010
Ameriprise Financial October 2007 - February 2008
Ameriprise Financial August 2007 - December 2007
Ameriprise Financial March 2006 - July 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial July 2000 - June 2005
Andersen Consulting 1998 - 1999
Education
St. Olaf College 1994 — 1998
BA
Boom Lab October 2011 - Present
Genesis10 February 2008 - October 2010
Ameriprise Financial October 2007 - February 2008
Ameriprise Financial August 2007 - December 2007
Ameriprise Financial March 2006 - July 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial July 2000 - June 2005
Andersen Consulting 1998 - 1999
Education
St. Olaf College 1994 — 1998
BA
Tracy Aufleger ChFC Tracy Aufleger ChFC's Ameriprise Financial Experience 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1993 - Present
Private Wealth Advisor at Ameriprise Financial, Inc. 1993 - Present
Education
Syracuse University 1978 — 1982
Finance
Ameriprise Financial 1993 - Present
Private Wealth Advisor at Ameriprise Financial, Inc. 1993 - Present
Education
Syracuse University 1978 — 1982
Finance
Kristen Przano, CMP Kristen Przano, CMP's Ameriprise Financial Experience March 2008 - March 2009
Job Manager, Events
Industry Events Services
Experience
Capital One March 2010 - Present
Meeting Professionals International (MPI) April 2009 - March 2010
Ameriprise Financial March 2008 - March 2009
Wyndham Jade August 2005 - March 2008
Skills
Meeting Planning, Incentives, Marketing, Non-profits, Management, Budget Development, Vendor Management, Volunteer Management, Event Planning, Account Management, Training, Trade Shows, Budgets, Event Management, Strategic Communications, Nonprofits, Team Building, Corporate Events
Education
Texas A&M University
B.A., Communications, Business
Capital One March 2010 - Present
Meeting Professionals International (MPI) April 2009 - March 2010
Ameriprise Financial March 2008 - March 2009
Wyndham Jade August 2005 - March 2008
Skills
Meeting Planning, Incentives, Marketing, Non-profits, Management, Budget Development, Vendor Management, Volunteer Management, Event Planning, Account Management, Training, Trade Shows, Budgets, Event Management, Strategic Communications, Nonprofits, Team Building, Corporate Events
Education
Texas A&M University
B.A., Communications, Business
Brian Jack's Ameriprise Financial Experience October 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
HRBFA October 1999 - October 2008
Olde November 1994 - October 1999
Education
State University of New York College at Cortland 1989 — 1992
BS, Economics and Management Science
Ameriprise Financial October 2008 - Present
HRBFA October 1999 - October 2008
Olde November 1994 - October 1999
Education
State University of New York College at Cortland 1989 — 1992
BS, Economics and Management Science
Chris Loto Chris Loto's Ameriprise Financial Experience December 2007 - March 2008
Job Financial Advisor at USAA
Industry Investment Banking
Experience
USAA February 2015 - Present
Aria Capital Advisors, LLC May 2012 - February 2015
BISNet Business Information Systems and Vantage Benefits Administrators August 2011 - October 2012
Calton & Associates, Inc April 2008 - August 2011
Ameriprise Financial December 2007 - March 2008
On Tour Dance Challenge January 2002 - September 2007
Anderson, Loto & Young March 2001 - January 2002
Stellar Financial Services 1997 - 2001
Skills
Mergers & Acquisitions, Business Development, Mergers, Management, Finance, Restructuring, Strategic Planning, New Business Development, Investments, Business Strategy, Due Diligence, Strategy, Leadership, Investment Banking, Corporate Finance, Securities, Financial Services, Business Planning, Private Equity, Financial Advisory
Education
University of Massachusetts
Master of Business Administration (M.B.A.)
St. Petersburg College
Bachelor of Science (BS), Finance
USAA February 2015 - Present
Aria Capital Advisors, LLC May 2012 - February 2015
BISNet Business Information Systems and Vantage Benefits Administrators August 2011 - October 2012
Calton & Associates, Inc April 2008 - August 2011
Ameriprise Financial December 2007 - March 2008
On Tour Dance Challenge January 2002 - September 2007
Anderson, Loto & Young March 2001 - January 2002
Stellar Financial Services 1997 - 2001
Skills
Mergers & Acquisitions, Business Development, Mergers, Management, Finance, Restructuring, Strategic Planning, New Business Development, Investments, Business Strategy, Due Diligence, Strategy, Leadership, Investment Banking, Corporate Finance, Securities, Financial Services, Business Planning, Private Equity, Financial Advisory
Education
University of Massachusetts
Master of Business Administration (M.B.A.)
St. Petersburg College
Bachelor of Science (BS), Finance
Greg Berkovich Greg Berkovich's Ameriprise Financial Experience January 2009 - Present
Job Financial Advisor, Associate Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2009 - Present
H&R Block Financial January 2001 - January 2009
Education
Texas A&M University 1990 — 1994
Marketing, Business
Texas A&M University 1990 — 1994
Bachelor of Science (BS), Marketing
Ameriprise Financial January 2009 - Present
H&R Block Financial January 2001 - January 2009
Education
Texas A&M University 1990 — 1994
Marketing, Business
Texas A&M University 1990 — 1994
Bachelor of Science (BS), Marketing
Douglas Parrish, CFP®, CRPC®, ChFC®, CDFA™, CFS® Douglas Parrish, CFP®, CRPC®, ChFC®, CDFA™, CFS®'s Ameriprise Financial Experience November 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 1997 - Present
Ameriprise Financial Services, Inc. November 1997 - Present
Continental Brokerage Inc August 1996 - October 1997
Tucker Athoney/ John Hancock August 1992 - August 1996
Skills
Finance, Financial Advisory, Securities, Estate Planning, Retirement Planning, Mutual Funds, Investments, Financial Services, Series 7, Asset Allocation, Insurance, Legal Research
Education
State University of New York College at Plattsburgh 1982 — 1985
BA, Philosophy
Ameriprise Financial November 1997 - Present
Ameriprise Financial Services, Inc. November 1997 - Present
Continental Brokerage Inc August 1996 - October 1997
Tucker Athoney/ John Hancock August 1992 - August 1996
Skills
Finance, Financial Advisory, Securities, Estate Planning, Retirement Planning, Mutual Funds, Investments, Financial Services, Series 7, Asset Allocation, Insurance, Legal Research
Education
State University of New York College at Plattsburgh 1982 — 1985
BA, Philosophy
Leslie Brooks Leslie Brooks's Ameriprise Financial Experience 1992 - 2000
Job Senior Product Marketing Specialist at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans November 2013 - Present
brightpeak financial 2008 - Present
Thrivent Financial for Lutherans December 2002 - Present
Thrivent Financial for Lutherans 2002 - 2008
American Express Financial Advisors 2000 - 2002
Ameriprise Financial 1992 - 2000
Skills
Series 7, Fixed Annuities, Wealth Management, Risk Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Life Insurance, IRAs, Marketing, Investments, Financial Services, Financial Analysis, Asset Allocation, Team Building, Investment Advisory, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Series 6, Uniform Combined State..., Disability Insurance, Program Management, Values-based Leadership, Leadership, Retirement Planning, Retirement, Strategic Planning
Education
Texas A&M University-Corpus Christi 1983 — 1988
Bachelor of Music, Masters, Secondary Education
Wausau West High School
Thrivent Financial for Lutherans November 2013 - Present
brightpeak financial 2008 - Present
Thrivent Financial for Lutherans December 2002 - Present
Thrivent Financial for Lutherans 2002 - 2008
American Express Financial Advisors 2000 - 2002
Ameriprise Financial 1992 - 2000
Skills
Series 7, Fixed Annuities, Wealth Management, Risk Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Life Insurance, IRAs, Marketing, Investments, Financial Services, Financial Analysis, Asset Allocation, Team Building, Investment Advisory, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Series 6, Uniform Combined State..., Disability Insurance, Program Management, Values-based Leadership, Leadership, Retirement Planning, Retirement, Strategic Planning
Education
Texas A&M University-Corpus Christi 1983 — 1988
Bachelor of Music, Masters, Secondary Education
Wausau West High School
Thomas E Novosad, CFP® Thomas E Novosad, CFP®'s Ameriprise Financial Experience February 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1996 - Present
Education
Texas A&M University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ameriprise Financial February 1996 - Present
Education
Texas A&M University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Matt Bucka, CFP®'s Ameriprise Financial Experience June 2005 - March 2007
Job Divisional Vice President at AIG
Industry Financial Services
Experience
AIG Financial Distributors July 2014 - Present
Transamerica Capital, Inc. July 2013 - June 2014
Quantitative Advantage, LLC January 2011 - June 2013
Ameriprise Financial Services, Inc. September 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - August 2010
Ameriprise Financial June 2005 - March 2007
Skills
Business Development, Outside Sales, Territory Development, Territory Management, Financial Product..., Public Speaking, Certified Financial..., ETFs, Variable Annuities, Investment Advisory, Tactical Asset..., Roadshows, Investments, Retirement, Sales Force Development, Retirement Planning, Mutual Funds, Series 63, Investment Management, Equities, Fixed Annuities, Series 7, Asset Allocation, Financial Advisory, Separately Managed...
Education
St. Olaf College 2001 — 2005
B.A., Economics, Religion
Armstrong High School
AIG Financial Distributors July 2014 - Present
Transamerica Capital, Inc. July 2013 - June 2014
Quantitative Advantage, LLC January 2011 - June 2013
Ameriprise Financial Services, Inc. September 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - August 2010
Ameriprise Financial June 2005 - March 2007
Skills
Business Development, Outside Sales, Territory Development, Territory Management, Financial Product..., Public Speaking, Certified Financial..., ETFs, Variable Annuities, Investment Advisory, Tactical Asset..., Roadshows, Investments, Retirement, Sales Force Development, Retirement Planning, Mutual Funds, Series 63, Investment Management, Equities, Fixed Annuities, Series 7, Asset Allocation, Financial Advisory, Separately Managed...
Education
St. Olaf College 2001 — 2005
B.A., Economics, Religion
Armstrong High School
Becky Grams's Ameriprise Financial Experience February 2011 - April 2012
Job Human Resources Consultant at the MN Dept of Labor & Industry
Industry Human Resources
Experience
State of Minnesota March 2013 - Present
Star Tribune April 2012 - March 2013
Ameriprise Financial February 2011 - April 2012
State of Minnesota January 2009 - February 2011
Wells Fargo June 2008 - December 2008
Skills
Employee Benefits, HRIS, Social Networking, Recruiting, Training, Communication Skills, PeopleSoft, Workers Compensation, Onboarding, New Hire Orientations, Human Resources, Benefits Administration, HR Policies, Interviews
Education
University of Minnesota-Twin Cities 2009 — 2013
Masters, Human Resource Development
St. Olaf College 2004 — 2008
Bachelor's of Arts, Spanish, Management Studies
State of Minnesota March 2013 - Present
Star Tribune April 2012 - March 2013
Ameriprise Financial February 2011 - April 2012
State of Minnesota January 2009 - February 2011
Wells Fargo June 2008 - December 2008
Skills
Employee Benefits, HRIS, Social Networking, Recruiting, Training, Communication Skills, PeopleSoft, Workers Compensation, Onboarding, New Hire Orientations, Human Resources, Benefits Administration, HR Policies, Interviews
Education
University of Minnesota-Twin Cities 2009 — 2013
Masters, Human Resource Development
St. Olaf College 2004 — 2008
Bachelor's of Arts, Spanish, Management Studies
Javier Guerrero Javier Guerrero's Ameriprise Financial Experience 2010 - 2013
Job
Industry Financial Services
Experience
Edgar, Dunn & Company 2013 - Present
Ameriprise Financial 2010 - 2013
Opera Solutions 2006 - 2009
Boston Consulting Group 2004 - 2005
DiamondCluster 2000 - 2002
Boston Consulting Group 1998 - 2000
Skills
Management Consulting, Strategy, Analytics, Business Strategy, Strategic Consulting, Start-ups, Mergers, Financial Modeling, Competitive Analysis, Business Development, Corporate Development, Management, Marketing, Mergers & Acquisitions, Business Intelligence, Strategic Planning, Investments, Product Management, Cross-functional Team..., Entrepreneurship, Leadership, Strategic Partnerships, Business Planning, Market Analysis, Business Transformation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1994 — 1998
IIS, Industrial and Systems Engineering, Graduated Magna Cum Laude
Instituto Aguascalientes
Edgar, Dunn & Company 2013 - Present
Ameriprise Financial 2010 - 2013
Opera Solutions 2006 - 2009
Boston Consulting Group 2004 - 2005
DiamondCluster 2000 - 2002
Boston Consulting Group 1998 - 2000
Skills
Management Consulting, Strategy, Analytics, Business Strategy, Strategic Consulting, Start-ups, Mergers, Financial Modeling, Competitive Analysis, Business Development, Corporate Development, Management, Marketing, Mergers & Acquisitions, Business Intelligence, Strategic Planning, Investments, Product Management, Cross-functional Team..., Entrepreneurship, Leadership, Strategic Partnerships, Business Planning, Market Analysis, Business Transformation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1994 — 1998
IIS, Industrial and Systems Engineering, Graduated Magna Cum Laude
Instituto Aguascalientes
Emalee Soule's Ameriprise Financial Experience March 2012 - Present
Job Administrative Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2012 - Present
The Black North Inn May 2010 - June 2013
Education
State University of New York College at Brockport 2011 — 2015
Finance, General
Ameriprise Financial March 2012 - Present
The Black North Inn May 2010 - June 2013
Education
State University of New York College at Brockport 2011 — 2015
Finance, General
Jeffrey Biscardi, CFP® Jeffrey Biscardi, CFP®'s Ameriprise Financial Experience September 1984 - Present
Job Biscardi, Jacobs, Tong and Associates a Private Wealth Advisor Practice of Amerprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1984 - Present
Ameriprise Financial Services, Inc. September 1984 - Present
Education
State University of New York College at Buffalo 1979 — 1983
Bachelors, Consumer Behavior
Ameriprise Financial September 1984 - Present
Ameriprise Financial Services, Inc. September 1984 - Present
Education
State University of New York College at Buffalo 1979 — 1983
Bachelors, Consumer Behavior
Veronica Fleres Veronica Fleres's Ameriprise Financial Experience June 2008 - April 2011
Job Administrative Assistant
Industry Executive Office
Experience
TMO March 2015 - Present
Karent Sierra, DDS February 2012 - October 2014
Ameriprise Financial, June 2008 - April 2011
Yeh & Quesada, MD. May 2004 - September 2006
Benetton/Italy-AVD Enterprises/United Colors Communications June 1999 - May 2004
Benetton/USA-SAB USA, Corp March 1998 - July 1999
Skills
Event Planning, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Social Media, Accounting
Education
Sullivan and Cogliano Training Center 2014 — 2015
Microsoft Office specialist & Accounting Concentration
MDCC 2009 — 2011
Office Administrator, Office Management and Supervision
Insituto Montessori 1980 — 1988
High School, Honors/Regents High School/Secondary Diploma Program, Middle & High School
TMO March 2015 - Present
Karent Sierra, DDS February 2012 - October 2014
Ameriprise Financial, June 2008 - April 2011
Yeh & Quesada, MD. May 2004 - September 2006
Benetton/Italy-AVD Enterprises/United Colors Communications June 1999 - May 2004
Benetton/USA-SAB USA, Corp March 1998 - July 1999
Skills
Event Planning, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Social Media, Accounting
Education
Sullivan and Cogliano Training Center 2014 — 2015
Microsoft Office specialist & Accounting Concentration
MDCC 2009 — 2011
Office Administrator, Office Management and Supervision
Insituto Montessori 1980 — 1988
High School, Honors/Regents High School/Secondary Diploma Program, Middle & High School
Milan Koffi Milan Koffi's Ameriprise Financial Experience October 2010 - Present
Job |MBA, IT Strategic Solutions| Lead at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial October 2010 - Present
Insight USA January 2005 - October 2010
Jade Systems Corp. New York December 1996 - December 2004
Skills
Integration, ITIL, Disaster Recovery, Virtualization, VMware, Enterprise Architecture, Information Technology, Cloud Computing, Operating Systems, Clustering, Server Architecture, VMware Infrastructure, Hardware, System Administration, Information Security..., Project Management, SAN, vSphere, Vendor Management, Databases, IT Service Management, Strategic IT Management, IT Project Management, Decision Analysis, Financial Analysis, IT Strategic Solutions, Organizational..., Leadership, Human Resources, IT Infrastructure..., x86 Architecture, Data Center Management, Managerial Finance, Quality Management, Global Regulatory..., SOX Compliancy, Risk Management, High Availability..., System Integration, Healthcare Information..., Strategic Sourcing, Strategic Partnerships, Enterprise IT Strategy, IT Business Strategy, Single Sign-On, Identity & Access..., Servers, Requirements Analysis, Security
Education
Western Governors University 2011 — 2013
Master of Business Administration (MBA), IT Strategic Solutions Management
Technical Career Institutes 1995 — 1998
Arts and Sciences Degree, Computer Systems Networking and Telecommunications
University of Legon 1982 — 1985
Bachelor's degree, Computer Science
Ameriprise Financial October 2010 - Present
Insight USA January 2005 - October 2010
Jade Systems Corp. New York December 1996 - December 2004
Skills
Integration, ITIL, Disaster Recovery, Virtualization, VMware, Enterprise Architecture, Information Technology, Cloud Computing, Operating Systems, Clustering, Server Architecture, VMware Infrastructure, Hardware, System Administration, Information Security..., Project Management, SAN, vSphere, Vendor Management, Databases, IT Service Management, Strategic IT Management, IT Project Management, Decision Analysis, Financial Analysis, IT Strategic Solutions, Organizational..., Leadership, Human Resources, IT Infrastructure..., x86 Architecture, Data Center Management, Managerial Finance, Quality Management, Global Regulatory..., SOX Compliancy, Risk Management, High Availability..., System Integration, Healthcare Information..., Strategic Sourcing, Strategic Partnerships, Enterprise IT Strategy, IT Business Strategy, Single Sign-On, Identity & Access..., Servers, Requirements Analysis, Security
Education
Western Governors University 2011 — 2013
Master of Business Administration (MBA), IT Strategic Solutions Management
Technical Career Institutes 1995 — 1998
Arts and Sciences Degree, Computer Systems Networking and Telecommunications
University of Legon 1982 — 1985
Bachelor's degree, Computer Science
Jack Hirschman Jack Hirschman's Ameriprise Financial Experience October 2007 - March 2010
Job Private Wealth Advisor at Sunbelt Securities, Inc.
Industry Financial Services
Experience
Sunbelt Securties, Inc. March 2010 - Present
Ameriprise Financial October 2007 - March 2010
A.G. Edwards & Sons, Inc. May 2006 - August 2006
Skills
Alternative Investments, Retirement Planning, Estate Planning, Saving for Education, Wealth Management, 401k, Series 7, Series 66
Education
Texas A&M University 2002 — 2007
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Sunbelt Securties, Inc. March 2010 - Present
Ameriprise Financial October 2007 - March 2010
A.G. Edwards & Sons, Inc. May 2006 - August 2006
Skills
Alternative Investments, Retirement Planning, Estate Planning, Saving for Education, Wealth Management, 401k, Series 7, Series 66
Education
Texas A&M University 2002 — 2007
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Julie Pickering Engwall Julie Pickering Engwall's Ameriprise Financial Experience August 2012 - Present
Job Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2012 - Present
Ameriprise Financial Services, Inc. August 2006 - August 2012
Ameriprise Financial Services, Inc. July 2005 - August 2006
Eisenhower Elementary September 2004 - June 2005
Allianz Life September 2002 - December 2003
Thrivent Financial October 1998 - September 2002
American Heart Association American Stroke Association October 1997 - August 1998
Remedy Intelligent Staffing August 1996 - August 1997
Central Middle School, Eden Prairie School Dist. #272 August 1994 - June 1996
Richfield Intermediate School - Richfield School District #280 August 1993 - June 1994
Skills
Public Speaking, Customer Service, Insurance, Fixed Annuities, Customer Satisfaction, Process Improvement, Data Analysis, Project Management, Microsoft Office, Business Analysis, Variable Annuities, Program Management, Leadership, Requirements Gathering, Visio
Education
University of Minnesota-Twin Cities 1991 — 1994
Masters, Special Education
St. Olaf College 1987 — 1991
BS, Psychology & Social Studies Education
White Bear Lake HS
Ameriprise Financial August 2012 - Present
Ameriprise Financial Services, Inc. August 2006 - August 2012
Ameriprise Financial Services, Inc. July 2005 - August 2006
Eisenhower Elementary September 2004 - June 2005
Allianz Life September 2002 - December 2003
Thrivent Financial October 1998 - September 2002
American Heart Association American Stroke Association October 1997 - August 1998
Remedy Intelligent Staffing August 1996 - August 1997
Central Middle School, Eden Prairie School Dist. #272 August 1994 - June 1996
Richfield Intermediate School - Richfield School District #280 August 1993 - June 1994
Skills
Public Speaking, Customer Service, Insurance, Fixed Annuities, Customer Satisfaction, Process Improvement, Data Analysis, Project Management, Microsoft Office, Business Analysis, Variable Annuities, Program Management, Leadership, Requirements Gathering, Visio
Education
University of Minnesota-Twin Cities 1991 — 1994
Masters, Special Education
St. Olaf College 1987 — 1991
BS, Psychology & Social Studies Education
White Bear Lake HS
Mike Maynes, CFP®'s Ameriprise Financial Experience December 1998 - August 2010
Job CERTIFIED FINANCIAL PLANNER TM practitioner
Industry Financial Services
Experience
LPL Financial, DBA Maynes Investment Management August 2010 - Present
Ameriprise Financial December 1998 - August 2010
Pro Dive November 1995 - December 1998
Skills
Investment Strategies, Savings, Strategy, Financial Planners, Portfolio Management, Life Insurance, High Net Worth..., Financial Planning, Wealth Management, Series 7, Estate Planning, Retirement, Mutual Funds, Fixed Annuities, Financial Advisory, Finance, Asset Allocation, Securities, Investment Advisory, Strategic Financial..., Financial Services, Retirement Planning, Investments
Education
State University of New York at Albany
State University of New York at Stony Brook
Bachelor of Arts (BA), Psychology & Political Science
LPL Financial, DBA Maynes Investment Management August 2010 - Present
Ameriprise Financial December 1998 - August 2010
Pro Dive November 1995 - December 1998
Skills
Investment Strategies, Savings, Strategy, Financial Planners, Portfolio Management, Life Insurance, High Net Worth..., Financial Planning, Wealth Management, Series 7, Estate Planning, Retirement, Mutual Funds, Fixed Annuities, Financial Advisory, Finance, Asset Allocation, Securities, Investment Advisory, Strategic Financial..., Financial Services, Retirement Planning, Investments
Education
State University of New York at Albany
State University of New York at Stony Brook
Bachelor of Arts (BA), Psychology & Political Science
Jenny Glodowski's Ameriprise Financial Experience February 2011 - Present
Job Vice President, Pricing at Ameriprise Auto & Home Insurance
Industry Insurance
Experience
Ameriprise Financial February 2011 - Present
Ameriprise Financial September 2006 - March 2011
Ameriprise Financial February 2000 - September 2006
Allstate March 1998 - February 2000
Allstate 1996 - 1998
Allstate May 1995 - May 1996
Skills
strategic planning, pricing innovation, Strategic Communications, auto pricing, homeowners pricing, personal umbrella..., risk management, personal lines pricing, Auto, Risk Management, Team Building, Strategic Planning, Actuarial Science, Property & Casualty..., Casualty, Process Improvement, Umbrella Insurance, General Insurance, Pricing, Cross-functional Team..., Analysis, Liability, Analytics, Underwriting, Insurance, Training, Leadership, Reinsurance, Financial Services, Life Insurance, Team Leadership, Management
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Insurance Executive Training
St. Norbert College 1991 — 1995
Bachelor of Arts, Mathematics and Economics
Bay Port High School
Ameriprise Financial February 2011 - Present
Ameriprise Financial September 2006 - March 2011
Ameriprise Financial February 2000 - September 2006
Allstate March 1998 - February 2000
Allstate 1996 - 1998
Allstate May 1995 - May 1996
Skills
strategic planning, pricing innovation, Strategic Communications, auto pricing, homeowners pricing, personal umbrella..., risk management, personal lines pricing, Auto, Risk Management, Team Building, Strategic Planning, Actuarial Science, Property & Casualty..., Casualty, Process Improvement, Umbrella Insurance, General Insurance, Pricing, Cross-functional Team..., Analysis, Liability, Analytics, Underwriting, Insurance, Training, Leadership, Reinsurance, Financial Services, Life Insurance, Team Leadership, Management
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Insurance Executive Training
St. Norbert College 1991 — 1995
Bachelor of Arts, Mathematics and Economics
Bay Port High School
Candy Buchanan's Ameriprise Financial Experience November 2004 - November 2005
Job Marketing Manager at BIOCAT
Industry Marketing and Advertising
Experience
BIO-CAT December 2012 - Present
Identity Marketing and Promotional, LLC June 2012 - November 2012
G4S Justice Services, LLC June 2009 - April 2012
Dominion Enterprises 2007 - 2008
CV International June 2006 - April 2007
Ameriprise Financial November 2004 - November 2005
Skills
Branding & Identity, Corporate Branding, Brand Management, Development Of..., Marketing Communications, Trade Show Management, Project..., Vendor Management, Event Planning, Trade Shows, B2B, Advertising, Marketing, Management, Email Marketing, Social Media Marketing, Sales, Direct Mail, Sales Operations, Account Management, Marketing Strategy, Lead Generation, Salesforce.com, Project Management, Sales Management, Marketing Research, Marketing Management, Online Advertising, Brand Development, Digital Marketing, Direct Marketing, Online Marketing, Market Planning, Product Marketing, B2B Marketing, Brand Awareness, Advertising Sales, Market Research
Education
Texas A&M University-Corpus Christi 1997 — 2001
BBA
BIO-CAT December 2012 - Present
Identity Marketing and Promotional, LLC June 2012 - November 2012
G4S Justice Services, LLC June 2009 - April 2012
Dominion Enterprises 2007 - 2008
CV International June 2006 - April 2007
Ameriprise Financial November 2004 - November 2005
Skills
Branding & Identity, Corporate Branding, Brand Management, Development Of..., Marketing Communications, Trade Show Management, Project..., Vendor Management, Event Planning, Trade Shows, B2B, Advertising, Marketing, Management, Email Marketing, Social Media Marketing, Sales, Direct Mail, Sales Operations, Account Management, Marketing Strategy, Lead Generation, Salesforce.com, Project Management, Sales Management, Marketing Research, Marketing Management, Online Advertising, Brand Development, Digital Marketing, Direct Marketing, Online Marketing, Market Planning, Product Marketing, B2B Marketing, Brand Awareness, Advertising Sales, Market Research
Education
Texas A&M University-Corpus Christi 1997 — 2001
BBA
Carson Barr Carson Barr's Ameriprise Financial Experience December 2009 - January 2010
Job Full Time MBA Candidate at Texas A&M University
Industry Information Technology and Services
Experience
Hewlett-Packard May 2015 - August 2015
Cresa August 2012 - September 2013
Hewlett-Packard July 2010 - August 2012
Ameriprise Financial December 2009 - January 2010
Skills
SQL Server Report..., Tableau, Qube, Data Analysis, KPI Dashboards, Business Process..., ERP, Analysis, Business Analysis, Leadership, Sales, PowerPoint, Financial Analysis
Education
Texas A&M University 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & General Strategy
Texas A&M University 2006 — 2010
Bachelor of Science, Economics, 3.77
Anderson
Hewlett-Packard May 2015 - August 2015
Cresa August 2012 - September 2013
Hewlett-Packard July 2010 - August 2012
Ameriprise Financial December 2009 - January 2010
Skills
SQL Server Report..., Tableau, Qube, Data Analysis, KPI Dashboards, Business Process..., ERP, Analysis, Business Analysis, Leadership, Sales, PowerPoint, Financial Analysis
Education
Texas A&M University 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & General Strategy
Texas A&M University 2006 — 2010
Bachelor of Science, Economics, 3.77
Anderson
Jennifer Ryba-Spurgas's Ameriprise Financial Experience January 2005 - October 2012
Job Financial Advisor, CFP, CRPC at Ameriprise Financial Services, Inc., Franchise Practice of Carl Nicolosi
Industry Financial Services
Experience
Ameriprise Financial Services, Inc., Franchise Practice of Carl Nicolosi February 2015 - Present
Mirkovic, Teal Group, Platinum Advisory Practice of Ameriprise Financial Services, Inc. November 2012 - Present
Ameriprise Financial January 2005 - October 2012
Education
State University of New York College at Plattsburgh 1997 — 1999
Bachelor's degree, Psychology
Ameriprise Financial Services, Inc., Franchise Practice of Carl Nicolosi February 2015 - Present
Mirkovic, Teal Group, Platinum Advisory Practice of Ameriprise Financial Services, Inc. November 2012 - Present
Ameriprise Financial January 2005 - October 2012
Education
State University of New York College at Plattsburgh 1997 — 1999
Bachelor's degree, Psychology
Ronald Michael Beekman CFP®, ChFC®, CLU®, CRPC® Ronald Michael Beekman CFP®, ChFC®, CLU®, CRPC®'s Ameriprise Financial Experience October 1996 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial October 1996 - Present
Ameriprise Financial Services, Inc. 1996 - 2013
Education
State University of New York College at Oswego
BS, Education
Ameriprise Financial October 1996 - Present
Ameriprise Financial Services, Inc. 1996 - 2013
Education
State University of New York College at Oswego
BS, Education
Ashley Standish Ashley Standish's Ameriprise Financial Experience December 2009 - December 2011
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Ameriprise Financial December 2009 - December 2011
Johnson & Johnson July 2007 - April 2009
Education
State University of New York College at Buffalo 2002 — 2007
B.S., Psychology and Chemistry
Ameriprise Financial Services, Inc. December 2009 - Present
Ameriprise Financial December 2009 - December 2011
Johnson & Johnson July 2007 - April 2009
Education
State University of New York College at Buffalo 2002 — 2007
B.S., Psychology and Chemistry
Frank Burdick's Ameriprise Financial Experience 2009 - Present
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. September 2007 - Present
AG Edwards January 1993 - September 2007
Education
Texas A&M University 1976 — 1979
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. September 2007 - Present
AG Edwards January 1993 - September 2007
Education
Texas A&M University 1976 — 1979
Evan L Petracca Evan L Petracca's Ameriprise Financial Experience January 2005 - December 2006
Job Manager / Trainer at AXA
Industry Financial Services
Experience
AXA May 2013 - Present
AXA July 2011 - May 2013
AXA February 2007 - July 2011
Ameriprise Financial January 2005 - December 2006
Pre-school Learning Alliance May 2003 - July 2003
Skills
Presentational Speaking, Project Management, Variable Annuities, Mutual Funds, Motivational Speaking, Management, Training, Executive-Level..., Finance, Call Center..., Marketing, Strategic Financial..., Customer Service..., Fixed Annuities, Series 6, Series 63
Education
Syracuse University 2000 — 2004
Bachelor of Science, Finance and Marketing Management
AXA May 2013 - Present
AXA July 2011 - May 2013
AXA February 2007 - July 2011
Ameriprise Financial January 2005 - December 2006
Pre-school Learning Alliance May 2003 - July 2003
Skills
Presentational Speaking, Project Management, Variable Annuities, Mutual Funds, Motivational Speaking, Management, Training, Executive-Level..., Finance, Call Center..., Marketing, Strategic Financial..., Customer Service..., Fixed Annuities, Series 6, Series 63
Education
Syracuse University 2000 — 2004
Bachelor of Science, Finance and Marketing Management
Nicholas Chavis Nicholas Chavis's Ameriprise Financial Experience May 2004 - October 2005
Job Agency Sales Manager at Mass Mutual Greater Richmond
Industry Financial Services
Experience
MassMutual Greater Richmond 2009 - Present
Ameriprise Financial Services, Inc. 2004 - May 2009
Ameriprise Financial May 2004 - October 2005
Skills
Finance, Securities, Sales, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Fixed Annuities, Strategic Financial..., Investments, Disability Insurance, Leadership, Financial Services, Life Insurance
Education
State University of New York College at Cortland 1999 — 2003
Bachelors, Business Economics
University of the Sunshine Coast 2001 — 2001
Business Economics, Finance
MassMutual Greater Richmond 2009 - Present
Ameriprise Financial Services, Inc. 2004 - May 2009
Ameriprise Financial May 2004 - October 2005
Skills
Finance, Securities, Sales, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Fixed Annuities, Strategic Financial..., Investments, Disability Insurance, Leadership, Financial Services, Life Insurance
Education
State University of New York College at Cortland 1999 — 2003
Bachelors, Business Economics
University of the Sunshine Coast 2001 — 2001
Business Economics, Finance
Corey Walter, RICP® Corey Walter, RICP®'s Ameriprise Financial Experience 2006 - January 2012
Job VP of Financial Planning at The Monteverde Group.
Industry Investment Management
Experience
The Monteverde Group January 2012 - Present
Ameriprise Financial 2006 - January 2012
Skills
Strategic Financial..., Retirement Planning, Investments, Retirement Savings, Family Planning, Income Protection, Charitable Gift Planning, Estate Planning, Investment Advisory, Alternative Investments, Saving for Education, Health Insurance, Life Insurance, Tax Free Income
Education
State University of New York College at Buffalo 1995 — 2000
Bachelor of Science
The Monteverde Group January 2012 - Present
Ameriprise Financial 2006 - January 2012
Skills
Strategic Financial..., Retirement Planning, Investments, Retirement Savings, Family Planning, Income Protection, Charitable Gift Planning, Estate Planning, Investment Advisory, Alternative Investments, Saving for Education, Health Insurance, Life Insurance, Tax Free Income
Education
State University of New York College at Buffalo 1995 — 2000
Bachelor of Science
Cody Kotnik Cody Kotnik's Ameriprise Financial Experience March 2006 - March 2012
Job Risk, Strategy & Operations Leader
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2011 - 2013
Ameriprise Financial March 2006 - March 2012
Ameriprise Financial Services, Inc. July 2003 - March 2006
American Express June 2000 - July 2003
American Express September 1998 - June 2000
American Express January 1997 - September 1998
Olde Discount Stockbrokers May 1996 - December 1996
Skills
Cross-functional Team..., Business Process..., Management, Vendor Management, Process Improvement, SDLC, Product Management, Analytics, Program Management, Financial Services, Project Portfolio..., PMO, Business Process, Analysis, Six Sigma, Strategic Planning, Leadership, Finance, Risk Management, Business Analysis, IT Strategy, Investments, CRM, Competitive Analysis, Relationship Management, Portfolio Management, Marketing, Business Strategy, Strategy, Change Management, Mergers & Acquisitions, Negotiation, Business Development, Banking, Customer Experience
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Management
St. Olaf College 1992 — 1996
BA, Economics
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2011 - 2013
Ameriprise Financial March 2006 - March 2012
Ameriprise Financial Services, Inc. July 2003 - March 2006
American Express June 2000 - July 2003
American Express September 1998 - June 2000
American Express January 1997 - September 1998
Olde Discount Stockbrokers May 1996 - December 1996
Skills
Cross-functional Team..., Business Process..., Management, Vendor Management, Process Improvement, SDLC, Product Management, Analytics, Program Management, Financial Services, Project Portfolio..., PMO, Business Process, Analysis, Six Sigma, Strategic Planning, Leadership, Finance, Risk Management, Business Analysis, IT Strategy, Investments, CRM, Competitive Analysis, Relationship Management, Portfolio Management, Marketing, Business Strategy, Strategy, Change Management, Mergers & Acquisitions, Negotiation, Business Development, Banking, Customer Experience
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Management
St. Olaf College 1992 — 1996
BA, Economics
Christopher G. Werner Christopher G. Werner's Ameriprise Financial Experience 2006 - August 2013
Job Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2014 - Present
Northwestern Mutual August 2013 - October 2014
Ameriprise Financial 2006 - August 2013
MetLife Financial Services 2005 - 2006
Education
SUNY Empire State College
Bachelor of Science (B.S.), Finance
Edelman Financial Services October 2014 - Present
Northwestern Mutual August 2013 - October 2014
Ameriprise Financial 2006 - August 2013
MetLife Financial Services 2005 - 2006
Education
SUNY Empire State College
Bachelor of Science (B.S.), Finance
Dusti L Calander's Ameriprise Financial Experience May 2003 - Present
Job Financial Advisor, CRPC, An Ameriprise Platinum Financial Services practice of Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2003 - Present
Education
Texas A&M University 1998 — 2002
Ameriprise Financial May 2003 - Present
Education
Texas A&M University 1998 — 2002
Joseph Tyler, CFP®, ChFC®, MBA Joseph Tyler, CFP®, ChFC®, MBA's Ameriprise Financial Experience 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1997 - Present
Ameriprise Financial 1997 - Present
Education
Syracuse University 1990 — 1992
MBA, Finance and Marketing
University of Massachusetts, Amherst 1984 — 1986
B.A., Marketing
Ameriprise Financial Services, Inc. July 1997 - Present
Ameriprise Financial 1997 - Present
Education
Syracuse University 1990 — 1992
MBA, Finance and Marketing
University of Massachusetts, Amherst 1984 — 1986
B.A., Marketing
Steve Burge, CFP® Steve Burge, CFP®'s Ameriprise Financial Experience November 2005 - April 2009
Job Burge Financial
Industry Financial Services
Experience
Burge Financial December 2005 - Present
ULink - Folsom Encore April 2011 - April 2013
BNI Arden March 2009 - April 2012
Ameriprise Financial November 2005 - April 2009
Rolling Thunder Enterprises June 2000 - November 2005
Texas Instruments November 1995 - June 2000
Seagate Technology July 1990 - November 1995
MFM Technology June 1986 - June 1990
Skills
Personal Financial..., Investment Strategies, Building Relationships, Technical Analysis, Retirement Planning, Insurance Solutions, Insurance, Financial Goals
Education
Stony Brook University 1982 — 1986
B.S., Physics
Burge Financial December 2005 - Present
ULink - Folsom Encore April 2011 - April 2013
BNI Arden March 2009 - April 2012
Ameriprise Financial November 2005 - April 2009
Rolling Thunder Enterprises June 2000 - November 2005
Texas Instruments November 1995 - June 2000
Seagate Technology July 1990 - November 1995
MFM Technology June 1986 - June 1990
Skills
Personal Financial..., Investment Strategies, Building Relationships, Technical Analysis, Retirement Planning, Insurance Solutions, Insurance, Financial Goals
Education
Stony Brook University 1982 — 1986
B.S., Physics
Larry Olivarez, Jr., CEP®, CRPC® Larry Olivarez, Jr., CEP®, CRPC®'s Ameriprise Financial Experience August 2001 - Present
Job Private Wealth Advisor at Ameriprise Finanical
Industry Investment Management
Experience
Ameriprise Financial August 2001 - Present
Education
Texas A&M University-Corpus Christi 1999 — 2001
Bachelors of Business Administration, Finance
Ameriprise Financial August 2001 - Present
Education
Texas A&M University-Corpus Christi 1999 — 2001
Bachelors of Business Administration, Finance
Jeffrey Winston's Ameriprise Financial Experience January 2007 - January 2008
Job Real Estate Professionl servicing Central New Jersey and referring Nationwide
Industry Real Estate
Experience
Davis Realtors November 2012 - Present
Kaplan Test Prep and Admissions June 2011 - July 2012
Kaplan University January 2009 - August 2011
Ameriprise Financial January 2007 - January 2008
Noso Inc December 2004 - November 2006
Merrill Lynch April 2002 - January 2005
Prudential Securities August 1999 - April 2002
Morgan Stanley April 1993 - August 1999
Skills
Business Development, Marketing Strategy, Management, Marketing, Training, Sales, Leadership, Leadership Development, Adult Education, Public Speaking, Staff Development, Higher Education, Coaching, Customer Service, Salesforce.com, Recruiting, Selling, Team Building, Strategic Planning, Microsoft Office, Sales Management, Business Planning, Strategy
Education
The College of New Jersey 1982 — 1985
BA, Liberal Arts - Communication
Temple University - Fox School of Business and Management 1980 — 1982
Communication and Media Studies
East Brunswick High School 1977 — 1980
Davis Realtors November 2012 - Present
Kaplan Test Prep and Admissions June 2011 - July 2012
Kaplan University January 2009 - August 2011
Ameriprise Financial January 2007 - January 2008
Noso Inc December 2004 - November 2006
Merrill Lynch April 2002 - January 2005
Prudential Securities August 1999 - April 2002
Morgan Stanley April 1993 - August 1999
Skills
Business Development, Marketing Strategy, Management, Marketing, Training, Sales, Leadership, Leadership Development, Adult Education, Public Speaking, Staff Development, Higher Education, Coaching, Customer Service, Salesforce.com, Recruiting, Selling, Team Building, Strategic Planning, Microsoft Office, Sales Management, Business Planning, Strategy
Education
The College of New Jersey 1982 — 1985
BA, Liberal Arts - Communication
Temple University - Fox School of Business and Management 1980 — 1982
Communication and Media Studies
East Brunswick High School 1977 — 1980
Lisa Diebel Lisa Diebel's Ameriprise Financial Experience 2005 - 2010
Job Human Capital Executive
Industry Information Technology and Services
Experience
Optum November 2011 - Present
Sourcing Strategies April 2010 - November 2011
Ameriprise Financial 2005 - 2010
American Express 1999 - 2005
St. Paul Companies 1995 - 1999
CSC Consulting 1994 - 1995
Skills
Change Management, Vendor Management, Strategy, Outsourcing, Employee Engagement, Organizational..., Leadership, Management, Human Resources, Executive Coaching, Business Strategy, Consulting, Workforce Planning, IT Outsourcing, Program Management, Performance Management, SDLC
Education
University of Minnesota - Carlson School of Management
MA, HRIR
St. Olaf College
B.A, Economics
Minnetonka High School
Optum November 2011 - Present
Sourcing Strategies April 2010 - November 2011
Ameriprise Financial 2005 - 2010
American Express 1999 - 2005
St. Paul Companies 1995 - 1999
CSC Consulting 1994 - 1995
Skills
Change Management, Vendor Management, Strategy, Outsourcing, Employee Engagement, Organizational..., Leadership, Management, Human Resources, Executive Coaching, Business Strategy, Consulting, Workforce Planning, IT Outsourcing, Program Management, Performance Management, SDLC
Education
University of Minnesota - Carlson School of Management
MA, HRIR
St. Olaf College
B.A, Economics
Minnetonka High School
PATRICIA CIMPRIC PATRICIA CIMPRIC's Ameriprise Financial Experience May 2010 - Present
Job Event Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Radisson January 2004 - July 2005
Juvenile Diabetes Research Foundation 1999 - 2001
Muscular Dystrophy Association 1995 - 1999
Skills
Marketing Communications, Event Planning, Customer Service, Project Planning, Marketing, Online Marketing, Presentations, Website Promotion, Negotiation, New Business Development, Writing, Advertising, Newsletters, Trade Shows, Business Development
Education
State University of New York College at Cortland 1984 — 1987
Communications
Bayport Blue Point HS
Bayport Blue Point HS
Ameriprise Financial May 2010 - Present
Radisson January 2004 - July 2005
Juvenile Diabetes Research Foundation 1999 - 2001
Muscular Dystrophy Association 1995 - 1999
Skills
Marketing Communications, Event Planning, Customer Service, Project Planning, Marketing, Online Marketing, Presentations, Website Promotion, Negotiation, New Business Development, Writing, Advertising, Newsletters, Trade Shows, Business Development
Education
State University of New York College at Cortland 1984 — 1987
Communications
Bayport Blue Point HS
Bayport Blue Point HS
Kirk Kernen, CRPC Kirk Kernen, CRPC's Ameriprise Financial Experience
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial
Education
Stanford University 1980 — 1985
Bachelor of Arts, English Literature
Ameriprise Financial
Education
Stanford University 1980 — 1985
Bachelor of Arts, English Literature
Chad Vlasak Chad Vlasak's Ameriprise Financial Experience April 2007 - November 2009
Job Broker at Vlasak Group
Industry Real Estate
Experience
Vlasak Group January 2013 - Present
Darlig Hund September 2009 - Present
The Olive Real Estate Group August 2010 - December 2012
Ameriprise Financial April 2007 - November 2009
Skills
Investments, Entrepreneurship, Customer Service, Strategic Financial..., Leadership, Sales, Contract Negotiation, Wealth Management, Finance, Management Consulting, Real Estate, Risk Management
Education
University of Houston-Clear Lake 2005 — 2006
Bachelor of Science, Biomedical Science
Texas A&M University 1992 — 1997
Bachelor of Science, Industrial Engineer
Vlasak Group January 2013 - Present
Darlig Hund September 2009 - Present
The Olive Real Estate Group August 2010 - December 2012
Ameriprise Financial April 2007 - November 2009
Skills
Investments, Entrepreneurship, Customer Service, Strategic Financial..., Leadership, Sales, Contract Negotiation, Wealth Management, Finance, Management Consulting, Real Estate, Risk Management
Education
University of Houston-Clear Lake 2005 — 2006
Bachelor of Science, Biomedical Science
Texas A&M University 1992 — 1997
Bachelor of Science, Industrial Engineer
PJ DiPirro Jr. PJ DiPirro Jr.'s Ameriprise Financial Experience January 2005 - Present
Job Financial Advisor, Senior Vice President at John Miskey & Associates
Industry Financial Services
Experience
Ameriprise Financial January 2005 - Present
Ameriprise Financial January 2005 - February 2007
Hart Hotels April 1999 - January 2005
Education
State University of New York College at Buffalo 1997 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Cardinal O'Hara High School 1993 — 1997
Ameriprise Financial January 2005 - Present
Ameriprise Financial January 2005 - February 2007
Hart Hotels April 1999 - January 2005
Education
State University of New York College at Buffalo 1997 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Cardinal O'Hara High School 1993 — 1997
Matt Scerra Matt Scerra's Ameriprise Financial Experience September 2008 - December 2008
Job Assistant Vice President Credit Quality Oversight at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2012 - July 2013
JPMorgan Chase May 2011 - June 2012
JP Morgan Chase June 2009 - April 2011
Ameriprise Financial September 2008 - December 2008
Skills
Mortgage Lending, Underwriting, Financial Modeling, Financial Analysis, Credit, Banking, Credit Risk, Financial Risk, Risk Management, Finance, Corporate Finance, Due Diligence, Process Improvement, Analysis, Investment Banking, Microsoft Office
Education
State University of New York at Buffalo - School of Management 2007 — 2009
MBA, Finance
State University of New York at Buffalo - School of Management 2003 — 2007
B.S., Business Administration
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2012 - July 2013
JPMorgan Chase May 2011 - June 2012
JP Morgan Chase June 2009 - April 2011
Ameriprise Financial September 2008 - December 2008
Skills
Mortgage Lending, Underwriting, Financial Modeling, Financial Analysis, Credit, Banking, Credit Risk, Financial Risk, Risk Management, Finance, Corporate Finance, Due Diligence, Process Improvement, Analysis, Investment Banking, Microsoft Office
Education
State University of New York at Buffalo - School of Management 2007 — 2009
MBA, Finance
State University of New York at Buffalo - School of Management 2003 — 2007
B.S., Business Administration
Rich Ingram Rich Ingram's Ameriprise Financial Experience September 2010 - Present
Job Network Engineer at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial September 2010 - Present
Ingram Networks September 2009 - Present
Woodlawn Resort May 2009 - Present
State of Minnesota Department of Revenue January 2010 - June 2010
University of Minnesota July 2005 - May 2009
Enventis Telecom November 2004 - July 2005
Best Buy April 2001 - October 2004
Musicland April 1999 - April 2001
TURCK Inc. September 1996 - April 1999
Buck Consultants June 1991 - May 1994
Skills
Cisco Technologies, Network Design, Switches, DNS, Data Center, DHCP, Network Architecture, Routers, Networking, Disaster Recovery, WAN, Routing, Servers, Security, Network Administration, Wireless
Education
St. Olaf College 1985 — 1989
Ameriprise Financial September 2010 - Present
Ingram Networks September 2009 - Present
Woodlawn Resort May 2009 - Present
State of Minnesota Department of Revenue January 2010 - June 2010
University of Minnesota July 2005 - May 2009
Enventis Telecom November 2004 - July 2005
Best Buy April 2001 - October 2004
Musicland April 1999 - April 2001
TURCK Inc. September 1996 - April 1999
Buck Consultants June 1991 - May 1994
Skills
Cisco Technologies, Network Design, Switches, DNS, Data Center, DHCP, Network Architecture, Routers, Networking, Disaster Recovery, WAN, Routing, Servers, Security, Network Administration, Wireless
Education
St. Olaf College 1985 — 1989
Keith Tufte, CFA Keith Tufte, CFA's Ameriprise Financial Experience 2001 - 2005
Job President
Industry Investment Management
Experience
Adam Smith Advisors, a unit of Cherry Tree Companies August 2009 - Present
Longview Wealth Management, LLC January 2007 - December 2011
Black River Asset Management October 2005 - December 2007
Ameriprise Financial 2001 - 2005
Ameriprise Financial Advisors 1993 - 2005
American Express Financial Advisors 1997 - 2001
JP Morgan July 1984 - 1990
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Investment Strategies, Investment Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Prior Lake Senior High
Adam Smith Advisors, a unit of Cherry Tree Companies August 2009 - Present
Longview Wealth Management, LLC January 2007 - December 2011
Black River Asset Management October 2005 - December 2007
Ameriprise Financial 2001 - 2005
Ameriprise Financial Advisors 1993 - 2005
American Express Financial Advisors 1997 - 2001
JP Morgan July 1984 - 1990
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Investment Strategies, Investment Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Prior Lake Senior High
Wesley Marshall Wesley Marshall's Ameriprise Financial Experience January 2011 - Present
Job Financial Advisor, Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2011 - Present
Southwest Securities February 1997 - December 2010
UT Southwestern Medical Center January 1993 - March 1997
Education
Texas A&M University 1984 — 1989
Bachelor, Computer Science
The University of Texas Southwestern Medical Center at Dallas 1989 — 1993
MD, Medicine
Ameriprise Financial January 2011 - Present
Southwest Securities February 1997 - December 2010
UT Southwestern Medical Center January 1993 - March 1997
Education
Texas A&M University 1984 — 1989
Bachelor, Computer Science
The University of Texas Southwestern Medical Center at Dallas 1989 — 1993
MD, Medicine
John Hoefl, CRPC John Hoefl, CRPC's Ameriprise Financial Experience 1984 - Present
Job Platinum Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1984 - Present
American Red Cross 1977 - 2002
U.S. Air Force 1981 - 1984
Education
Texas A&M University 1977 — 1981
Bachelor's Degree, Horiculture
University of Arkansas Extention Service 2007 — 2009
Leadership Developement, Leadership Developemet
HS Leadership 1994 — 1995
Ameriprise Financial 1984 - Present
American Red Cross 1977 - 2002
U.S. Air Force 1981 - 1984
Education
Texas A&M University 1977 — 1981
Bachelor's Degree, Horiculture
University of Arkansas Extention Service 2007 — 2009
Leadership Developement, Leadership Developemet
HS Leadership 1994 — 1995
Christiana Rodgers, CRPC Christiana Rodgers, CRPC's Ameriprise Financial Experience 2006 - December 2007
Job Officer of the Board of Directors at Friends of Downtown San Diego
Industry Financial Services
Experience
ING Financial Partners December 2007 - Present
Fox 5 San Diego Morning Show February 2010 - June 2010
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2005 - December 2007
Education
St. Lawrence University
ING Financial Partners December 2007 - Present
Fox 5 San Diego Morning Show February 2010 - June 2010
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2005 - December 2007
Education
St. Lawrence University
Steven Sutherland, CPA, CFP® Steven Sutherland, CPA, CFP®'s Ameriprise Financial Experience August 1999 - Present
Job An Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial August 1999 - Present
Western Line Manufacturing, Inc. 1992 - 1998
KPMG Peat Marwick 1989 - 1992
Education
Stanford University 1988 — 1989
M.S., Industrial Engineering
Stanford University 1984 — 1988
B.S., Industrial Engineering
Parkrose H.S. 1980 — 1984
Ameriprise Financial August 1999 - Present
Western Line Manufacturing, Inc. 1992 - 1998
KPMG Peat Marwick 1989 - 1992
Education
Stanford University 1988 — 1989
M.S., Industrial Engineering
Stanford University 1984 — 1988
B.S., Industrial Engineering
Parkrose H.S. 1980 — 1984
Nena Garga Nena Garga's Ameriprise Financial Experience January 2007 - August 2011
Job Producer, Good Day Tampa Bay at Fox Broadcasting Company
Industry Broadcast Media
Experience
WTVT FOX13 September 2012 - Present
WTVT FOX13 August 2012 - September 2012
Orange Television Network January 2009 - May 2012
CitrusTV News January 2008 - May 2012
WTVT May 2011 - January 2012
Ameriprise Financial January 2007 - August 2011
Travel Channel March 2011 - April 2011
Victoria's Secret June 2010 - August 2010
From The Corps January 2006 - May 2008
Skills
Radio, Editing, Final Cut Express, ENPS, Final Cut Pro, Video Production, Linear Editing, iMovie, Camera, Avid, Ap Style, Producing, Avid Media Composer, Video Editing, Teleprompter, Videography, Directing, Broadcast Journalism, Television, Adobe Audition, Post Production, Video
Education
Syracuse University 2008 — 2012
Bachelor of Science (B.S.), Broadcast Journalism and Political Science Minor in History
WTVT FOX13 September 2012 - Present
WTVT FOX13 August 2012 - September 2012
Orange Television Network January 2009 - May 2012
CitrusTV News January 2008 - May 2012
WTVT May 2011 - January 2012
Ameriprise Financial January 2007 - August 2011
Travel Channel March 2011 - April 2011
Victoria's Secret June 2010 - August 2010
From The Corps January 2006 - May 2008
Skills
Radio, Editing, Final Cut Express, ENPS, Final Cut Pro, Video Production, Linear Editing, iMovie, Camera, Avid, Ap Style, Producing, Avid Media Composer, Video Editing, Teleprompter, Videography, Directing, Broadcast Journalism, Television, Adobe Audition, Post Production, Video
Education
Syracuse University 2008 — 2012
Bachelor of Science (B.S.), Broadcast Journalism and Political Science Minor in History
Derek Eldridge Derek Eldridge's Ameriprise Financial Experience 1995 - Present
Job at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1995 - Present
Ameriprise Financial Services, Inc. 1995 - Present
Education
Stockton University
Ameriprise Financial 1995 - Present
Ameriprise Financial Services, Inc. 1995 - Present
Education
Stockton University
Gregory Randall, CFP®, CRPC® Gregory Randall, CFP®, CRPC®'s Ameriprise Financial Experience March 1997 - December 2012
Job LPL Financial Advisor, Comprehensive Wealth Manager, CERTIFIED FINANCIAL PLANNER™ at GW Randall & Associates
Industry Financial Services
Experience
GW Randall & Associates Personal Wealth Management December 2012 - Present
Ameriprise Financial March 1997 - December 2012
Skills
Retirement Planning, Estate Planning, Securities, Wealth Management..., Investments, Series 7, Retirement, Wealth Management, Finance, Insurance, Financial Advisory, Financial Services, Investment Strategies, Saving for Education, Investment Advisory, Financial Planners, Strategy, FINRA, Mutual Funds, Strategic Financial..., Fixed Annuities, Wealth, Small Business, Strategic Planning, Asset Allocation, Tax Plans, Estate Plans, Money Purchasing Plans, 401k Planning, 403b Planning, Profit Sharing Plans, Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuities, Disability Income..., Life Insurance, Long Term Care Insurance, College Planning
Education
St. Olaf College
Bachelor of Arts, English and Latin
GW Randall & Associates Personal Wealth Management December 2012 - Present
Ameriprise Financial March 1997 - December 2012
Skills
Retirement Planning, Estate Planning, Securities, Wealth Management..., Investments, Series 7, Retirement, Wealth Management, Finance, Insurance, Financial Advisory, Financial Services, Investment Strategies, Saving for Education, Investment Advisory, Financial Planners, Strategy, FINRA, Mutual Funds, Strategic Financial..., Fixed Annuities, Wealth, Small Business, Strategic Planning, Asset Allocation, Tax Plans, Estate Plans, Money Purchasing Plans, 401k Planning, 403b Planning, Profit Sharing Plans, Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuities, Disability Income..., Life Insurance, Long Term Care Insurance, College Planning
Education
St. Olaf College
Bachelor of Arts, English and Latin
Darren Scrimpshire Darren Scrimpshire's Ameriprise Financial Experience October 2007 - December 2009
Job Mass Mutual South Texas
Industry Financial Services
Experience
MassMutual Financial Group - South Texas December 2009 - Present
Ameriprise Financial October 2007 - December 2009
Ameriprise Financial November 2001 - October 2007
Johnston Pump Company - Flow Products December 1996 - November 2001
GHG Corporation - NASA JSC March 1995 - December 1996
Education
Texas A&M University 1989 — 1993
JL McCullough High School 1988 — 1989
Mandeville High School 1986 — 1989
MassMutual Financial Group - South Texas December 2009 - Present
Ameriprise Financial October 2007 - December 2009
Ameriprise Financial November 2001 - October 2007
Johnston Pump Company - Flow Products December 1996 - November 2001
GHG Corporation - NASA JSC March 1995 - December 1996
Education
Texas A&M University 1989 — 1993
JL McCullough High School 1988 — 1989
Mandeville High School 1986 — 1989
Shane Moriah's Ameriprise Financial Experience June 2007 - September 2007
Job Cofounder at 6Sense
Industry Internet
Experience
6Sense September 2013 - Present
GrepData January 2013 - September 2013
Hulu September 2009 - December 2012
East Palo Alto Tennis and Tutoring September 2006 - June 2009
Infosys Technologies Ltd June 2008 - September 2008
Ameriprise Financial June 2007 - September 2007
Education
Stanford University 2005 — 2009
BS, Computer Science
6Sense September 2013 - Present
GrepData January 2013 - September 2013
Hulu September 2009 - December 2012
East Palo Alto Tennis and Tutoring September 2006 - June 2009
Infosys Technologies Ltd June 2008 - September 2008
Ameriprise Financial June 2007 - September 2007
Education
Stanford University 2005 — 2009
BS, Computer Science
Robert Petzold, CRPC® Robert Petzold, CRPC®'s Ameriprise Financial Experience November 2006 - June 2008
Job Regional Vice President, Special Markets at Kansas City Life Insurance Company
Industry Financial Services
Experience
Kansas City Life Insurance Company November 2013 - Present
Kansas City Life Insurance Company November 2010 - November 2013
Financial Services Firm September 2009 - November 2010
FUTURITY FIRST Insurance Group November 2008 - August 2009
Ameriprise Financial November 2006 - June 2008
Ameriprise Financial May 2000 - October 2006
Ameriprise Financial / American Express Financial Advisors April 1998 - May 2000
Norwest Financial / Wells Fargo Financial August 1996 - April 1998
Skills
Investments, Disability Insurance, Financial Planners, Leadership, Retirement Planning, Fixed Annuities, Strategic Financial..., Insurance, Series 7, Mutual Funds, Health Insurance, Long-term Care, Financial Advisory, Life Insurance, Estate Planning, Employee Benefits, Retirement, 401k, IRAs, Finance, Variable Annuities, Long Term Care Insurance, Financial Services, Investment Strategies, Securities, Asset Management, Wealth Management, Portfolio Management, Small Business, Term Life Insurance, Underwriting, Financial Planning
Education
University of South Florida 1993 — 1996
Finance, Finance and Accounting
State College of Florida-Manatee-Sarasota 1991 — 1993
AA, Business / Finance
Red Bank Catholic 1987 — 1991
High School
Kansas City Life Insurance Company November 2013 - Present
Kansas City Life Insurance Company November 2010 - November 2013
Financial Services Firm September 2009 - November 2010
FUTURITY FIRST Insurance Group November 2008 - August 2009
Ameriprise Financial November 2006 - June 2008
Ameriprise Financial May 2000 - October 2006
Ameriprise Financial / American Express Financial Advisors April 1998 - May 2000
Norwest Financial / Wells Fargo Financial August 1996 - April 1998
Skills
Investments, Disability Insurance, Financial Planners, Leadership, Retirement Planning, Fixed Annuities, Strategic Financial..., Insurance, Series 7, Mutual Funds, Health Insurance, Long-term Care, Financial Advisory, Life Insurance, Estate Planning, Employee Benefits, Retirement, 401k, IRAs, Finance, Variable Annuities, Long Term Care Insurance, Financial Services, Investment Strategies, Securities, Asset Management, Wealth Management, Portfolio Management, Small Business, Term Life Insurance, Underwriting, Financial Planning
Education
University of South Florida 1993 — 1996
Finance, Finance and Accounting
State College of Florida-Manatee-Sarasota 1991 — 1993
AA, Business / Finance
Red Bank Catholic 1987 — 1991
High School
Raquel Parker, PMP Raquel Parker, PMP's Ameriprise Financial Experience October 2007 - September 2008
Job AWM Project Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
YMCA of the Greater Twin Cities March 2012 - Present
Parker Dance and Fitness November 2011 - Present
Analysts International Corporation March 2012 - March 2013
Ceridian August 2010 - January 2012
Ameriprise Financial Services, Inc. October 2007 - June 2010
Ameriprise Financial Services, Inc. June 2008 - March 2009
Ameriprise Financial October 2007 - September 2008
Unisys Corporation September 2006 - September 2007
Unisys September 2006 - September 2007
Skills
ITIL, Change Management, Documentation, Process Engineering, Disaster Recovery, Agile Project Management, Release Management, Software Documentation, Project Management, Windows Server, Visio, Project Planning, SharePoint, Organization, Communication, Internal Communications, Process Improvement, Business Analysis, SDLC, Requirements Gathering, IT Service Management, Information Technology, Outsourcing, Leadership, Management, Enterprise Software, Product Management, Vendor Management, IT Strategy, Risk Management, Training, PMP, Software Project..., Business Process, IT Management, Project Portfolio..., Requirements Analysis, System Deployment, MS Project
Education
Tarleton State University 1993 — 1997
Bachelor of Science, Computer Information Systems
Ameriprise Financial Services, Inc. October 2013 - Present
YMCA of the Greater Twin Cities March 2012 - Present
Parker Dance and Fitness November 2011 - Present
Analysts International Corporation March 2012 - March 2013
Ceridian August 2010 - January 2012
Ameriprise Financial Services, Inc. October 2007 - June 2010
Ameriprise Financial Services, Inc. June 2008 - March 2009
Ameriprise Financial October 2007 - September 2008
Unisys Corporation September 2006 - September 2007
Unisys September 2006 - September 2007
Skills
ITIL, Change Management, Documentation, Process Engineering, Disaster Recovery, Agile Project Management, Release Management, Software Documentation, Project Management, Windows Server, Visio, Project Planning, SharePoint, Organization, Communication, Internal Communications, Process Improvement, Business Analysis, SDLC, Requirements Gathering, IT Service Management, Information Technology, Outsourcing, Leadership, Management, Enterprise Software, Product Management, Vendor Management, IT Strategy, Risk Management, Training, PMP, Software Project..., Business Process, IT Management, Project Portfolio..., Requirements Analysis, System Deployment, MS Project
Education
Tarleton State University 1993 — 1997
Bachelor of Science, Computer Information Systems
Jason K. Palmer, CFP®, CRPC® Jason K. Palmer, CFP®, CRPC®'s Ameriprise Financial Experience March 1999 - Present
Job Financial Advisor and Franchise Owner, Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial March 1999 - Present
Education
Texas A&M University-Commerce 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Ameriprise Financial March 1999 - Present
Education
Texas A&M University-Commerce 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Petra Mayr-Brown Petra Mayr-Brown's Ameriprise Financial Experience May 2007 - February 2011
Job Communications Business Partner at Liberty Diversified International
Industry Public Relations and Communications
Experience
True Talent Group August 2015 - September 2015
UnitedHealthcare November 2012 - September 2014
Syngenta July 2011 - May 2012
Ameriprise Financial May 2007 - February 2011
Wells Fargo Investments, LLC September 2005 - May 2007
Wells Fargo Investments, LLC January 2004 - September 2005
ING Financial Partners, Inc. April 2001 - December 2003
John G. Kinnard & Co., Inc. February 2000 - November 2000
MCG Healthcare Compensation (now known as Stratford Fidelity) November 1992 - January 1999
Skills
Internal Communications, Corporate Communications, Business Communications, Strategic Communications, Newsletters, Web Content, Technical Writing, Project Management, Training Material, Messaging, Speech Writing, Marketing Communications, Training, Financial Services, Editing, Leadership, Management, Change Management, Communications Planning, Corporate Branding, Creative Direction, Strategy
Education
St. Olaf College
Bachelor’s Degree, Psychology, German
True Talent Group August 2015 - September 2015
UnitedHealthcare November 2012 - September 2014
Syngenta July 2011 - May 2012
Ameriprise Financial May 2007 - February 2011
Wells Fargo Investments, LLC September 2005 - May 2007
Wells Fargo Investments, LLC January 2004 - September 2005
ING Financial Partners, Inc. April 2001 - December 2003
John G. Kinnard & Co., Inc. February 2000 - November 2000
MCG Healthcare Compensation (now known as Stratford Fidelity) November 1992 - January 1999
Skills
Internal Communications, Corporate Communications, Business Communications, Strategic Communications, Newsletters, Web Content, Technical Writing, Project Management, Training Material, Messaging, Speech Writing, Marketing Communications, Training, Financial Services, Editing, Leadership, Management, Change Management, Communications Planning, Corporate Branding, Creative Direction, Strategy
Education
St. Olaf College
Bachelor’s Degree, Psychology, German
Peter Tharaldson's Ameriprise Financial Experience September 2009 - January 2010
Job Researcher and Strategist…using predictive analytics, testing, and cognitive science to optimize digital marketing
Industry Market Research
Experience
SapientNitro January 2014 - Present
SapientNitro July 2012 - December 2013
Best Buy September 2011 - July 2012
Best Buy November 2009 - September 2011
Ameriprise Financial September 2009 - January 2010
Target Corporation (Contractor) June 2008 - September 2009
IBM Global Services February 2000 - June 2008
MN DTED- SBA Program October 1998 - January 1999
Stanford Research Institute June 1996 - December 1997
Skills
A/B testing, Multivariate Testing, Human Computer..., SPSS, Web Analytics, Omniture, Crystal Reports, Google Analytics, Predictive Analytics, Statistics, Digital Marketing, User Experience, Analytics, Strategy, Start-ups, Customer Insight, Analysis
Education
Stanford University
Doctoral Study, Interdisciplinary program in HCI, cognitive psychology, and communication research
Syracuse University
M.S, Audience Research- New and Traditional Media
Minnesota Postsecondary Program for H.S. Students + Cornell College
High School + B.S., Social Science, Political Thought, Russian, Russian Studies
SapientNitro January 2014 - Present
SapientNitro July 2012 - December 2013
Best Buy September 2011 - July 2012
Best Buy November 2009 - September 2011
Ameriprise Financial September 2009 - January 2010
Target Corporation (Contractor) June 2008 - September 2009
IBM Global Services February 2000 - June 2008
MN DTED- SBA Program October 1998 - January 1999
Stanford Research Institute June 1996 - December 1997
Skills
A/B testing, Multivariate Testing, Human Computer..., SPSS, Web Analytics, Omniture, Crystal Reports, Google Analytics, Predictive Analytics, Statistics, Digital Marketing, User Experience, Analytics, Strategy, Start-ups, Customer Insight, Analysis
Education
Stanford University
Doctoral Study, Interdisciplinary program in HCI, cognitive psychology, and communication research
Syracuse University
M.S, Audience Research- New and Traditional Media
Minnesota Postsecondary Program for H.S. Students + Cornell College
High School + B.S., Social Science, Political Thought, Russian, Russian Studies
Robert Sutton, CRPC's Ameriprise Financial Experience December 2009 - June 2012
Job Chief Operating Officer Financial Advisor
Industry Financial Services
Experience
Andriola, Goldberg & Associates A private wealth advisory practice of Ameriprise Financial Services June 2012 - Present
Andriola, Goldberg and Associates 2012 - 2014
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Advisors November 2007 - 2009
CitiGroup 2002 - 2007
TRV - C - Smith Barney 1990 - 2007
Education
John H Glenn High School East Northport NY 1971 — 1974
HS Diploma, General Studies
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Political Science and Government
University of Essex - Colchester England
Government
Andriola, Goldberg & Associates A private wealth advisory practice of Ameriprise Financial Services June 2012 - Present
Andriola, Goldberg and Associates 2012 - 2014
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Advisors November 2007 - 2009
CitiGroup 2002 - 2007
TRV - C - Smith Barney 1990 - 2007
Education
John H Glenn High School East Northport NY 1971 — 1974
HS Diploma, General Studies
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Political Science and Government
University of Essex - Colchester England
Government
Steven Newler Steven Newler's Ameriprise Financial Experience September 2006 - December 2006
Job Senior Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2010 - Present
Neuberger Berman September 2008 - July 2010
Lehman Brothers April 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Ameriprise Financial September 2006 - December 2006
New York Board of Trade June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Education
CFA Institute
2016 CFA Level III Candidate.
Syracuse University 2003 — 2007
Bachelor of Arts, Economics
Neuberger Berman July 2010 - Present
Neuberger Berman September 2008 - July 2010
Lehman Brothers April 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Ameriprise Financial September 2006 - December 2006
New York Board of Trade June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Education
CFA Institute
2016 CFA Level III Candidate.
Syracuse University 2003 — 2007
Bachelor of Arts, Economics
Peter Stephanatos, CRPC Peter Stephanatos, CRPC's Ameriprise Financial Experience October 1999 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1999 - Present
Gruntal & Co June 1997 - August 1999
Education
Stony Brook University 1995 — 1999
BA, Economics
Ameriprise Financial October 1999 - Present
Gruntal & Co June 1997 - August 1999
Education
Stony Brook University 1995 — 1999
BA, Economics
Tom D'Onofrio Tom D'Onofrio's Ameriprise Financial Experience November 2007 - May 2009
Job Consultant Owner Magnett LLC
Industry Financial Services
Experience
Magnett LLC May 2009 - Present
Merrill Corporation April 2015 - September 2015
MoneyGram International June 2014 - March 2015
Allianz Life May 2013 - August 2013
MoneyGram International September 2010 - November 2012
Contata January 2010 - August 2010
bswing May 2009 - January 2010
Ameriprise Financial November 2007 - May 2009
Ameriprise Financial Services, Inc. January 2003 - October 2007
American Express Financial Advisors January 2000 - January 2003
Skills
Business Analysis, Financial Services, Process Improvement, Strategic Partnerships, Executive Coaching, New Business Development, Strategic Planning, Operations Management, Operational Excellence, Small Business, Customer Experience, Leadership Development, Road Maps, Management Consulting, Leadership, Operational Planning, Program Management, Project Portfolio...
Education
Stony Brook University 1979 — 1981
B.S., Computer Science, Applied Mathematics
Magnett LLC May 2009 - Present
Merrill Corporation April 2015 - September 2015
MoneyGram International June 2014 - March 2015
Allianz Life May 2013 - August 2013
MoneyGram International September 2010 - November 2012
Contata January 2010 - August 2010
bswing May 2009 - January 2010
Ameriprise Financial November 2007 - May 2009
Ameriprise Financial Services, Inc. January 2003 - October 2007
American Express Financial Advisors January 2000 - January 2003
Skills
Business Analysis, Financial Services, Process Improvement, Strategic Partnerships, Executive Coaching, New Business Development, Strategic Planning, Operations Management, Operational Excellence, Small Business, Customer Experience, Leadership Development, Road Maps, Management Consulting, Leadership, Operational Planning, Program Management, Project Portfolio...
Education
Stony Brook University 1979 — 1981
B.S., Computer Science, Applied Mathematics
Douglas Lee Adams, MBA's Ameriprise Financial Experience 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2000 - Present
Education
Syracuse University 1990 — 1992
MBA, Finance
University of Washington 1978 — 1983
MA, Russian & East European Studies
University of California, Santa Barbara 1975 — 1977
BA, International Relations
Ameriprise Financial 2000 - Present
Education
Syracuse University 1990 — 1992
MBA, Finance
University of Washington 1978 — 1983
MA, Russian & East European Studies
University of California, Santa Barbara 1975 — 1977
BA, International Relations
Brandon Simmons Brandon Simmons's Ameriprise Financial Experience March 2009 - Present
Job Financial Advisor and Franchise Owner, MBA, AAMS
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
A.G. Edwards & Sons, Inc. 2004 - March 2009
Shell Trading Natural Gas & Power July 2001 - May 2004
US Navy January 1992 - February 1996
Education
Texas A&M University 1999 — 2001
MBA, Finance, Marketing
Texas A&M University - Mays Business School 1999 — 2001
M.B.A., Finance
West Texas A&M University 1996 — 1999
B.B.A., Business (Marketing and Finance)
David Crockett Junior High School
all of them
Ameriprise Financial March 2009 - Present
A.G. Edwards & Sons, Inc. 2004 - March 2009
Shell Trading Natural Gas & Power July 2001 - May 2004
US Navy January 1992 - February 1996
Education
Texas A&M University 1999 — 2001
MBA, Finance, Marketing
Texas A&M University - Mays Business School 1999 — 2001
M.B.A., Finance
West Texas A&M University 1996 — 1999
B.B.A., Business (Marketing and Finance)
David Crockett Junior High School
all of them
Stephanie Chew Grossman Stephanie Chew Grossman's Ameriprise Financial Experience 1992 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1992 - Present
Education
University of Minnesota - Carlson School of Management 1982 — 1986
MBA, Finance
Stanford University 1969 — 1973
BA, Psychology (departmental honors)
Ameriprise Financial 1992 - Present
Education
University of Minnesota - Carlson School of Management 1982 — 1986
MBA, Finance
Stanford University 1969 — 1973
BA, Psychology (departmental honors)
Julie (Mallgren) Wallace Julie (Mallgren) Wallace's Ameriprise Financial Experience May 2005 - April 2008
Job Senior Business Analyst at BTM Global
Industry Information Technology and Services
Experience
BTM Global May 2012 - Present
Travelers May 2009 - May 2012
SUPERVALU June 2008 - October 2008
Ameriprise Financial May 2005 - April 2008
Ameriprise Financial May 2005 - April 2008
Allianz Life February 2004 - May 2005
Allianz Life (formerly LifeUSA) August 2000 - January 2004
Compuware March 1998 - August 2000
Education
St. Olaf College
B.A., mathematics (major), religion (major) and women's studies (minor)
BTM Global May 2012 - Present
Travelers May 2009 - May 2012
SUPERVALU June 2008 - October 2008
Ameriprise Financial May 2005 - April 2008
Ameriprise Financial May 2005 - April 2008
Allianz Life February 2004 - May 2005
Allianz Life (formerly LifeUSA) August 2000 - January 2004
Compuware March 1998 - August 2000
Education
St. Olaf College
B.A., mathematics (major), religion (major) and women's studies (minor)
Jaysin Anderson Jaysin Anderson's Ameriprise Financial Experience 2008 - 2008
Job Internal Consultant / Project Manager at Level 3 Communications
Industry Financial Services
Experience
Level 3 Communications June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - Present
Chloe's Fight Rare Disease Foundation January 2012 - Present
Ameriprise Financial Services, Inc. January 2013 - September 2013
Ameriprise Financial Services, Inc. February 2011 - January 2013
Ameriprise Financial Services, Inc. June 2009 - January 2011
IP Outsourcing December 2007 - May 2009
Ameriprise Financial 2008 - 2008
Skills
Six Sigma, Data Analysis, Microsoft Excel, PowerPoint, Project Management, Operational Efficiency, Change Management, Process Improvement, Visio, Business Analysis, Leadership, Analysis, Business Process..., Project Planning
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA)
St. Olaf College 2005 — 2009
Bachelors in Economics, Concentration in Management, Economics
Level 3 Communications June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - Present
Chloe's Fight Rare Disease Foundation January 2012 - Present
Ameriprise Financial Services, Inc. January 2013 - September 2013
Ameriprise Financial Services, Inc. February 2011 - January 2013
Ameriprise Financial Services, Inc. June 2009 - January 2011
IP Outsourcing December 2007 - May 2009
Ameriprise Financial 2008 - 2008
Skills
Six Sigma, Data Analysis, Microsoft Excel, PowerPoint, Project Management, Operational Efficiency, Change Management, Process Improvement, Visio, Business Analysis, Leadership, Analysis, Business Process..., Project Planning
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA)
St. Olaf College 2005 — 2009
Bachelors in Economics, Concentration in Management, Economics
Carolyn McRae Carolyn McRae's Ameriprise Financial Experience May 2009 - August 2010
Job Product Marketing Manager at WeSpire
Industry Marketing and Advertising
Experience
WeSpire December 2014 - Present
Blueleaf.com January 2013 - December 2014
Vent About It, LLC April 2011 - November 2013
Startup Institute November 2012 - December 2012
nSphere January 2012 - November 2012
Massachusetts General Hospital September 2011 - December 2011
Lyra Research May 2011 - September 2011
Regatta Players Community Theatre June 2010 - August 2010
Ameriprise Financial May 2009 - August 2010
Skills
Social Media, Marketing, Market Research, Social Media Marketing, Start-ups, Online Marketing, Public Speaking, Google Analytics, Entrepreneurship, E-commerce, Email Marketing, PowerPoint, Project Management, Communication Skills, Blogging, Product Marketing, ROI Strategies, Delivering Results, Microsoft Excel, Data Analysis, HubSpot, Trail Running, Copywriting, Content Marketing, MailChimp, Strategic Planning
Education
Suffolk University - Sawyer School of Management 2008 — 2011
BSBA
Shrewsbury High School 2004 — 2008
WeSpire December 2014 - Present
Blueleaf.com January 2013 - December 2014
Vent About It, LLC April 2011 - November 2013
Startup Institute November 2012 - December 2012
nSphere January 2012 - November 2012
Massachusetts General Hospital September 2011 - December 2011
Lyra Research May 2011 - September 2011
Regatta Players Community Theatre June 2010 - August 2010
Ameriprise Financial May 2009 - August 2010
Skills
Social Media, Marketing, Market Research, Social Media Marketing, Start-ups, Online Marketing, Public Speaking, Google Analytics, Entrepreneurship, E-commerce, Email Marketing, PowerPoint, Project Management, Communication Skills, Blogging, Product Marketing, ROI Strategies, Delivering Results, Microsoft Excel, Data Analysis, HubSpot, Trail Running, Copywriting, Content Marketing, MailChimp, Strategic Planning
Education
Suffolk University - Sawyer School of Management 2008 — 2011
BSBA
Shrewsbury High School 2004 — 2008
Kurt Sbaschnik's Ameriprise Financial Experience June 2014 - August 2014
Job Brand Ambassador at Interactions Marketing
Industry Marketing and Advertising
Experience
Interactions Marketing August 2014 - Present
SUNY Oswego January 2012 - May 2015
Ameriprise Financial June 2014 - August 2014
Dunkin Donuts August 2010 - December 2010
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Creative Writing
Education
SUNY Oswego 2011 — 2015
Bachelor of Science (B.S.), Marketing
Interactions Marketing August 2014 - Present
SUNY Oswego January 2012 - May 2015
Ameriprise Financial June 2014 - August 2014
Dunkin Donuts August 2010 - December 2010
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Creative Writing
Education
SUNY Oswego 2011 — 2015
Bachelor of Science (B.S.), Marketing
Chelsey Monks Chelsey Monks's Ameriprise Financial Experience November 2011 - March 2012
Job Client Service Associate at UBS Wealth Management
Industry Higher Education
Experience
UBS Wealth Management August 2014 - Present
UBS April 2014 - Present
Legendary Restaurant Group May 2013 - April 2014
Ameriprise Financial November 2011 - March 2012
Suffolk University 2009 - 2012
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Bachelor's Degree
Pembroke High School 2005 — 2009
Diploma, High School/Secondary Diplomas and Certificates
UBS Wealth Management August 2014 - Present
UBS April 2014 - Present
Legendary Restaurant Group May 2013 - April 2014
Ameriprise Financial November 2011 - March 2012
Suffolk University 2009 - 2012
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Bachelor's Degree
Pembroke High School 2005 — 2009
Diploma, High School/Secondary Diplomas and Certificates
Christian Harrington Christian Harrington's Ameriprise Financial Experience January 2012 - May 2012
Job Project Accountant at SERVPRO of WestwoodWest Beverly Hills and Fort Collins
Industry Printing
Experience
SERVPRO of Westwood-West Beverly Hills and Fort Collins May 2014 - Present
ColorPro Printing July 2013 - January 2014
Romo Durable Graphics May 2012 - July 2013
Ameriprise Financial January 2012 - May 2012
St. Norbert College August 2008 - May 2012
Spread Eagle Fireworks December 2009 - 2012
Skills
Teamwork, Sales, Microsoft Office, Team Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service, Leadership, Human Resources, Team Management, Analysis, Communication Skills, Critical Thinking, Typewriter, Business Analysis, Sales Management, Business Growth..., Hagen OA, Disaster Recovery, Disaster Response
Education
St. Norbert College 2008 — 2012
Bachelor's Degree, Business Administration & Economics
Kingsford 2004 — 2008
SERVPRO of Westwood-West Beverly Hills and Fort Collins May 2014 - Present
ColorPro Printing July 2013 - January 2014
Romo Durable Graphics May 2012 - July 2013
Ameriprise Financial January 2012 - May 2012
St. Norbert College August 2008 - May 2012
Spread Eagle Fireworks December 2009 - 2012
Skills
Teamwork, Sales, Microsoft Office, Team Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service, Leadership, Human Resources, Team Management, Analysis, Communication Skills, Critical Thinking, Typewriter, Business Analysis, Sales Management, Business Growth..., Hagen OA, Disaster Recovery, Disaster Response
Education
St. Norbert College 2008 — 2012
Bachelor's Degree, Business Administration & Economics
Kingsford 2004 — 2008
Mike Bergstrom Mike Bergstrom's Ameriprise Financial Experience January 2015 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2015 - Present
The Dye Law Firm 2004 - 2007
Florida State University 2003 - 2004
The Florida Department of Children and Families 1999 - 2003
Florida Department of Health, Division of Safety July 1994 - August 1995
Skills
Leadership, Public Speaking, Youth Mentoring, Sales, Management, Customer Service, Training, Marketing, Employee Training, Microsoft Word, Microsoft Excel, PowerPoint, Web Design, Microsoft Office
Education
Tallahassee Community College 1997 — 2000
Godby high School 1990 — 1994
High School Diploma
Ameriprise Financial January 2015 - Present
The Dye Law Firm 2004 - 2007
Florida State University 2003 - 2004
The Florida Department of Children and Families 1999 - 2003
Florida Department of Health, Division of Safety July 1994 - August 1995
Skills
Leadership, Public Speaking, Youth Mentoring, Sales, Management, Customer Service, Training, Marketing, Employee Training, Microsoft Word, Microsoft Excel, PowerPoint, Web Design, Microsoft Office
Education
Tallahassee Community College 1997 — 2000
Godby high School 1990 — 1994
High School Diploma
Mike Pollei Mike Pollei's Ameriprise Financial Experience May 2002 - Present
Job Vice President Treasury at Ameriprise Financial
Industry Insurance
Experience
Ameriprise Financial May 2002 - Present
FDIC August 1997 - August 2000
Education
University of Minnesota-Twin Cities 1999 — 2002
MS, Applied Economics
St. Olaf College 1993 — 1997
Ameriprise Financial May 2002 - Present
FDIC August 1997 - August 2000
Education
University of Minnesota-Twin Cities 1999 — 2002
MS, Applied Economics
St. Olaf College 1993 — 1997
Jonathan Schwarz's Ameriprise Financial Experience October 2013 - May 2014
Job Data Processor at Innovatix
Industry Financial Services
Experience
Innovatix July 2014 - Present
Ameriprise Financial October 2013 - May 2014
SUNYAC October 2012 - May 2013
FCE Group, Inc June 2012 - August 2012
FCE Group, Inc June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Junxure, Worldox, PowerPoint, Communication, Social Skills, Spreadsheets, Time Management, Teamwork, Social Networking, Budgets, Accounting, Microsoft Office, Customer Service, Leadership, Public Speaking, Management, Social Media, Event Planning
Education
State University of New York College at Cortland 2010 — 2014
Bachelor of Arts (BA), Business Economics
Half Hollow Hills West 2006 — 2010
Advanced Regents Diploma
University of Westminster
Innovatix July 2014 - Present
Ameriprise Financial October 2013 - May 2014
SUNYAC October 2012 - May 2013
FCE Group, Inc June 2012 - August 2012
FCE Group, Inc June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Junxure, Worldox, PowerPoint, Communication, Social Skills, Spreadsheets, Time Management, Teamwork, Social Networking, Budgets, Accounting, Microsoft Office, Customer Service, Leadership, Public Speaking, Management, Social Media, Event Planning
Education
State University of New York College at Cortland 2010 — 2014
Bachelor of Arts (BA), Business Economics
Half Hollow Hills West 2006 — 2010
Advanced Regents Diploma
University of Westminster
Nicholas Mosca Nicholas Mosca's Ameriprise Financial Experience May 2010 - September 2010
Job Student at Suffolk University
Industry Biotechnology
Experience
The Riverhead Foundation for Marine Research and Preservation June 2014 - September 2014
Beacon Hill Civic Association May 2013 - September 2013
Suffolk University September 2011 - January 2012
Ameriprise Financial May 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Social Media, Teamwork, Research
Education
Suffolk University 2011 — 2015
Bachelor of Science (BS), Biology, General
Suffolk University 2011 — 2015
Bachelor of Science, Biology
The Riverhead Foundation for Marine Research and Preservation June 2014 - September 2014
Beacon Hill Civic Association May 2013 - September 2013
Suffolk University September 2011 - January 2012
Ameriprise Financial May 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Social Media, Teamwork, Research
Education
Suffolk University 2011 — 2015
Bachelor of Science (BS), Biology, General
Suffolk University 2011 — 2015
Bachelor of Science, Biology
Michael Mark Tokmazeysky, CFP® Michael Mark Tokmazeysky, CFP®'s Ameriprise Financial Experience May 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial May 2000 - Present
OfficeMax 1999 - 1999
Education
Syracuse University 1996 — 2000
B.S., Economics, Mathematics
Cleveland Heights High 1994 — 1996
Lyceum 53 1985 — 1994
Ameriprise Financial May 2000 - Present
OfficeMax 1999 - 1999
Education
Syracuse University 1996 — 2000
B.S., Economics, Mathematics
Cleveland Heights High 1994 — 1996
Lyceum 53 1985 — 1994
Trisha Lichty Trisha Lichty's Ameriprise Financial Experience July 2006 - May 2012
Job Senior Business System Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2015 - Present
U.S. Bank December 2012 - July 2015
Columbia Management May 2012 - July 2012
Ameriprise Financial July 2006 - May 2012
American Express July 2001 - July 2006
American Express June 2000 - July 2001
American Express May 1999 - June 2000
Skills
Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement, Test Planning, Use Case Analysis, Analysis, Business Analysis, Program Management, MS Project, Data Analysis, User Acceptance Testing, Access, PMO, Visio, Requirements Management, Six Sigma, Waterfall, Requirements..., Traceability Matrix, Functional Requirements, System Requirements, Software Requirements, Requirement..., Process Management, Test Management, Test Cases, Implementation..., Fixed Income, Wealth Management, Access Database, Distributed Systems, Software Development..., Data Modeling, Agile Methodolgy, Vendor Management, SDLC
Education
Texas A&M University-Commerce
Bachelors, Theatre, Radio & Television, Music
U.S. Bank July 2015 - Present
U.S. Bank December 2012 - July 2015
Columbia Management May 2012 - July 2012
Ameriprise Financial July 2006 - May 2012
American Express July 2001 - July 2006
American Express June 2000 - July 2001
American Express May 1999 - June 2000
Skills
Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement, Test Planning, Use Case Analysis, Analysis, Business Analysis, Program Management, MS Project, Data Analysis, User Acceptance Testing, Access, PMO, Visio, Requirements Management, Six Sigma, Waterfall, Requirements..., Traceability Matrix, Functional Requirements, System Requirements, Software Requirements, Requirement..., Process Management, Test Management, Test Cases, Implementation..., Fixed Income, Wealth Management, Access Database, Distributed Systems, Software Development..., Data Modeling, Agile Methodolgy, Vendor Management, SDLC
Education
Texas A&M University-Commerce
Bachelors, Theatre, Radio & Television, Music
Dean Gerend Dean Gerend's Ameriprise Financial Experience March 2009 - June 2010
Job Software Consultant from Skyline Technologoies at Avalara
Industry Information Services
Experience
Skyline Technologies January 2008 - Present
Avalara February 2015 - September 2015
Breakthrough Fuel LLC August 2014 - January 2015
Pierce Manufacturing March 2014 - May 2014
Apex Information Technologies October 2013 - March 2014
Express Scripts January 2013 - September 2013
Associated Banc Corp August 2011 - December 2012
The Foth Companies September 2010 - August 2011
National Audit July 2010 - August 2010
Ameriprise Financial March 2009 - June 2010
Skills
VB.NET, Microsoft SQL Server, C#, .NET, Visual Studio, SharePoint, ASP.NET MVC, jQuery, Web Development, Web Applications, ASP.NET, SSIS, WCF, Oracle, SSRS, Silverlight
Education
University of Wisconsin-Green Bay 1988 — 1991
BS, Business and Economics
St. Norbert College 1987 — 1988
General Studies
Wrightstown High School 1983 — 1987
General Studies, General Studies
Skyline Technologies January 2008 - Present
Avalara February 2015 - September 2015
Breakthrough Fuel LLC August 2014 - January 2015
Pierce Manufacturing March 2014 - May 2014
Apex Information Technologies October 2013 - March 2014
Express Scripts January 2013 - September 2013
Associated Banc Corp August 2011 - December 2012
The Foth Companies September 2010 - August 2011
National Audit July 2010 - August 2010
Ameriprise Financial March 2009 - June 2010
Skills
VB.NET, Microsoft SQL Server, C#, .NET, Visual Studio, SharePoint, ASP.NET MVC, jQuery, Web Development, Web Applications, ASP.NET, SSIS, WCF, Oracle, SSRS, Silverlight
Education
University of Wisconsin-Green Bay 1988 — 1991
BS, Business and Economics
St. Norbert College 1987 — 1988
General Studies
Wrightstown High School 1983 — 1987
General Studies, General Studies
Carl Cheang, PMP Carl Cheang, PMP's Ameriprise Financial Experience 1906 - 1906
Job Senior IT Analyst at UnitedHealth Group
Industry Computer Software
Experience
UnitedHealth Group September 2009 - Present
Target August 2006 - February 2009
TCF Bank January 2004 - August 2006
Federal Reserve Bank of Minneapolis 1910 - 1910
Ecolab 1909 - 1909
Fingerhut 1908 - 1908
US Bank 1907 - 1907
Ameriprise Financial 1906 - 1906
Blue Cross Blue Shield of Minnesota 1905 - 1905
Musicland 1900 - 1900
Skills
EDI, SDLC, Process Improvement, Project Management, Databases, Business Analysis, Vendor Management, Consulting, COBOL, Software Development, Data Warehousing, Leadership, DB2, Analysis, Testing, Business Requirements
Education
Certified Six Sigma Green Belt - Clearfield, Inc 2009 — 2009
Six Sigma Green Belt
University of Minnesota-Twin Cities 2009 — 2009
Certification Preparation, Project Management Professional (PMP)
Stanford University
Stanford Center for Professional Development
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance & Management Information System (MIS)
University of Minnesota-Twin Cities
Bachelor of Science, Computer Science
University of St. Thomas
Master of Science, Software Engineering
University of St. Thomas - Opus College of Business
Master of Business Administration, On-going
UnitedHealth Group September 2009 - Present
Target August 2006 - February 2009
TCF Bank January 2004 - August 2006
Federal Reserve Bank of Minneapolis 1910 - 1910
Ecolab 1909 - 1909
Fingerhut 1908 - 1908
US Bank 1907 - 1907
Ameriprise Financial 1906 - 1906
Blue Cross Blue Shield of Minnesota 1905 - 1905
Musicland 1900 - 1900
Skills
EDI, SDLC, Process Improvement, Project Management, Databases, Business Analysis, Vendor Management, Consulting, COBOL, Software Development, Data Warehousing, Leadership, DB2, Analysis, Testing, Business Requirements
Education
Certified Six Sigma Green Belt - Clearfield, Inc 2009 — 2009
Six Sigma Green Belt
University of Minnesota-Twin Cities 2009 — 2009
Certification Preparation, Project Management Professional (PMP)
Stanford University
Stanford Center for Professional Development
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance & Management Information System (MIS)
University of Minnesota-Twin Cities
Bachelor of Science, Computer Science
University of St. Thomas
Master of Science, Software Engineering
University of St. Thomas - Opus College of Business
Master of Business Administration, On-going
Chantal Carr Chantal Carr's Ameriprise Financial Experience March 2006 - March 2010
Job Commercial Underwriter at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance August 2010 - Present
Farmers Insurance Group March 2010 - September 2010
Ameriprise Financial March 2006 - March 2010
Aflac 2006 - 2007
Skills
Fixed Annuities, Retirement Planning, Insurance, IRAs, Strategic Financial..., Financial Advisory, Investments, Term Life Insurance, Asset Allocation, Finance, Financial Planners, Financial Services, Mutual Funds, Public Speaking, Strategic Planning, Team Building, Wealth
Education
The University of Texas at Austin 1989 — 1993
BA
Texas A&M University
MS
Farmers Insurance August 2010 - Present
Farmers Insurance Group March 2010 - September 2010
Ameriprise Financial March 2006 - March 2010
Aflac 2006 - 2007
Skills
Fixed Annuities, Retirement Planning, Insurance, IRAs, Strategic Financial..., Financial Advisory, Investments, Term Life Insurance, Asset Allocation, Finance, Financial Planners, Financial Services, Mutual Funds, Public Speaking, Strategic Planning, Team Building, Wealth
Education
The University of Texas at Austin 1989 — 1993
BA
Texas A&M University
MS
Steve Kittleson's Ameriprise Financial Experience 2007 - 2010
Job Director, Consulting
Industry Health, Wellness and Fitness
Experience
Optum April 2010 - Present
Ameriprise Financial 2007 - 2010
MotivAction 2002 - 2007
Carlson Marketing Worldwide 1997 - 2002
Carlson Marketing Worldwide 1991 - 1997
BBDO 1989 - 1991
Saatchi & Saatchi 1987 - 1989
Skills
Relationship Marketing, Account Management, Business Development, Account Planning, Marketing Strategy, Negotiation, Integrated Marketing, Loyalty Marketing, B2B, Loyalty Programs, Multi-channel Marketing, Marketing Communications, Marketing, Strategy, Management, New Business Development, Customer Retention, Program Management, Cross-functional Team..., Lead Generation, Sales, Selling, Advertising, Strategic Partnerships
Education
St. Olaf College
BA
Optum April 2010 - Present
Ameriprise Financial 2007 - 2010
MotivAction 2002 - 2007
Carlson Marketing Worldwide 1997 - 2002
Carlson Marketing Worldwide 1991 - 1997
BBDO 1989 - 1991
Saatchi & Saatchi 1987 - 1989
Skills
Relationship Marketing, Account Management, Business Development, Account Planning, Marketing Strategy, Negotiation, Integrated Marketing, Loyalty Marketing, B2B, Loyalty Programs, Multi-channel Marketing, Marketing Communications, Marketing, Strategy, Management, New Business Development, Customer Retention, Program Management, Cross-functional Team..., Lead Generation, Sales, Selling, Advertising, Strategic Partnerships
Education
St. Olaf College
BA
Paul Meinville Paul Meinville's Ameriprise Financial Experience November 2008 - November 2009
Job VP National Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors July 2012 - Present
Affinity Wealth Management, Inc. May 2011 - April 2012
Raymond James & Associates, Inc. April 2010 - February 2011
Ameriprise Financial November 2008 - November 2009
Charles Schwab & Co., Inc. March 1987 - December 2006
Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory
Education
Temple University 1981 — 1984
BA Management, Business Administration
West Chester University of Pennsylvania 1978 — 1981
Business Administration
Sheaff Brock Investment Advisors July 2012 - Present
Affinity Wealth Management, Inc. May 2011 - April 2012
Raymond James & Associates, Inc. April 2010 - February 2011
Ameriprise Financial November 2008 - November 2009
Charles Schwab & Co., Inc. March 1987 - December 2006
Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory
Education
Temple University 1981 — 1984
BA Management, Business Administration
West Chester University of Pennsylvania 1978 — 1981
Business Administration
Bradley Hilbert Bradley Hilbert's Ameriprise Financial Experience November 1997 - November 2009
Job Founder & President at 3 River Wealth Management Group, Inc.
Industry Investment Management
Experience
3 Rivers Wealth Management Group, Inc. Founder & President3 River Wealth Management Group, Inc.November 2009 - Present
Ameriprise Financial November 1997 - November 2009
Skills
Retirement Planning, Retirement, Asset Allocation, 401k, Mutual Funds, Strategic Financial..., Investments, Wealth Management, Series 7, Wealth Accumulation, Fixed Annuities, Series 63, Insurance, Financial Services, Investment Advisory, Financial Advisory, IRAs, Investment Strategies, Portfolio Management, Wealth, Financial Planners
Education
State University of New York College at Oswego 1993 — 1997
BS, Business Administration, Finance, Economics
College of Financial Planning
Chartered Retirement Plans Specialist
The American College of Financial Services
Chartered Financial Consultant
The College of Financial Planning
Chartered Retirement Plan Consultant
The College of Financial Planning
Accredited Wealth Management Advisor
3 Rivers Wealth Management Group, Inc. Founder & President3 River Wealth Management Group, Inc.November 2009 - Present
Ameriprise Financial November 1997 - November 2009
Skills
Retirement Planning, Retirement, Asset Allocation, 401k, Mutual Funds, Strategic Financial..., Investments, Wealth Management, Series 7, Wealth Accumulation, Fixed Annuities, Series 63, Insurance, Financial Services, Investment Advisory, Financial Advisory, IRAs, Investment Strategies, Portfolio Management, Wealth, Financial Planners
Education
State University of New York College at Oswego 1993 — 1997
BS, Business Administration, Finance, Economics
College of Financial Planning
Chartered Retirement Plans Specialist
The American College of Financial Services
Chartered Financial Consultant
The College of Financial Planning
Chartered Retirement Plan Consultant
The College of Financial Planning
Accredited Wealth Management Advisor
Douglas Wetterlin Douglas Wetterlin's Ameriprise Financial Experience January 2011 - Present
Job Sr. Actuarial Analyst at Ameriprise Financial
Industry Insurance
Experience
Ameriprise Financial January 2011 - Present
New Prague Hockey Association October 2009 - March 2010
Wells Fargo July 2009 - December 2009
St. Olaf College January 2009 - January 2009
St. Olaf College September 2007 - December 2007
Skills
Leadership, Microsoft Excel, Statistics, Programming, Economics, Insurance, Data Analysis, Public Speaking, Coaching, Customer Service, Underwriting, Microsoft Office
Education
St. Olaf College 2005 — 2009
B.A., Mathematics, Economics
Ameriprise Financial January 2011 - Present
New Prague Hockey Association October 2009 - March 2010
Wells Fargo July 2009 - December 2009
St. Olaf College January 2009 - January 2009
St. Olaf College September 2007 - December 2007
Skills
Leadership, Microsoft Excel, Statistics, Programming, Economics, Insurance, Data Analysis, Public Speaking, Coaching, Customer Service, Underwriting, Microsoft Office
Education
St. Olaf College 2005 — 2009
B.A., Mathematics, Economics
Peder Hertsgaard, ChFC®, CRPC®'s Ameriprise Financial Experience October 2005 - May 2008
Job Investment Executive at Questar Capital
Industry Financial Services
Experience
Questar Capital October 2012 - Present
Allianz Life May 2008 - October 2012
Ameriprise Financial October 2005 - May 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Series 7, Estate Planning, Fixed Annuities, Asset Allocation, Protection..., Mutual Funds, Employee Stock Options, Saving for Education, Securities, Education Funding, Investment Advisory, Investment Strategies, Disability Insurance, Financial Advisory, Variable Annuities, Life & Health Insurance..., Series 66, Long Term Care Insurance
Education
St. Olaf College 2001 — 2005
Bachelor's degree, Economics
Questar Capital October 2012 - Present
Allianz Life May 2008 - October 2012
Ameriprise Financial October 2005 - May 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Series 7, Estate Planning, Fixed Annuities, Asset Allocation, Protection..., Mutual Funds, Employee Stock Options, Saving for Education, Securities, Education Funding, Investment Advisory, Investment Strategies, Disability Insurance, Financial Advisory, Variable Annuities, Life & Health Insurance..., Series 66, Long Term Care Insurance
Education
St. Olaf College 2001 — 2005
Bachelor's degree, Economics
William McLane's Ameriprise Financial Experience May 2005 - October 2006
Job Assistant Baseball Coach at Dean College
Industry Primary/Secondary Education
Experience
Franklin High School October 2007 - Present
Dean College August 2007 - Present
KForce Professional Staffing March 2007 - July 2007
Ameriprise Financial May 2005 - October 2006
Education
Stonehill College 2001 — 2005
Franklin High School October 2007 - Present
Dean College August 2007 - Present
KForce Professional Staffing March 2007 - July 2007
Ameriprise Financial May 2005 - October 2006
Education
Stonehill College 2001 — 2005
Shelley Aguirre's Ameriprise Financial Experience 2001 - 2005
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2011 - Present
Clark Consulting December 2005 - May 2011
Ameriprise Financial 2001 - 2005
Skills
401k, Employee Benefits, Executive Pay, Financial Services, Insurance, Retirement, Series 6, Series 63, Management, Life Insurance, Investments
Education
Texas A&M University 1997 — 2001
The Newport Group May 2011 - Present
Clark Consulting December 2005 - May 2011
Ameriprise Financial 2001 - 2005
Skills
401k, Employee Benefits, Executive Pay, Financial Services, Insurance, Retirement, Series 6, Series 63, Management, Life Insurance, Investments
Education
Texas A&M University 1997 — 2001
Carmen Thiede's Ameriprise Financial Experience October 2006 - December 2009
Job SVP, Chief Human Resources Officer
Industry Retail
Experience
Regis Corporation October 2013 - Present
Ameriprise Financial Services, Inc. January 2010 - October 2013
Ameriprise Financial October 2006 - December 2009
RBC Dain Rauscher, Inc. 2002 - 2006
Campbell Mithun February 2000 - October 2002
Securian Financial Group (formerly Minnesota Life) 1989 - 2000
Skills
Change Management, Business Excellence, Business Transformation, Coaching, Employee Benefits, Employee Engagement, HRIS, Human Resources, Leadership, Leadership Development, Management, Onboarding, Organizational..., Performance Management, Process Improvement, Succession Planning, Talent Acquisition, Talent Management, Training, Trusted Business Advisor, Workforce Planning
Education
University of Minnesota - Carlson School of Management 2002 — 2013
Master's degree, Human Resources and Industrial Relations
St. Olaf College 1985 — 1989
B.A., Double Major in Math & Economics
Regis Corporation October 2013 - Present
Ameriprise Financial Services, Inc. January 2010 - October 2013
Ameriprise Financial October 2006 - December 2009
RBC Dain Rauscher, Inc. 2002 - 2006
Campbell Mithun February 2000 - October 2002
Securian Financial Group (formerly Minnesota Life) 1989 - 2000
Skills
Change Management, Business Excellence, Business Transformation, Coaching, Employee Benefits, Employee Engagement, HRIS, Human Resources, Leadership, Leadership Development, Management, Onboarding, Organizational..., Performance Management, Process Improvement, Succession Planning, Talent Acquisition, Talent Management, Training, Trusted Business Advisor, Workforce Planning
Education
University of Minnesota - Carlson School of Management 2002 — 2013
Master's degree, Human Resources and Industrial Relations
St. Olaf College 1985 — 1989
B.A., Double Major in Math & Economics
Ashutosh Lotlikar's Ameriprise Financial Experience December 2006 - June 2007
Job Assistant VP, WSE at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo October 2010 - July 2013
Wells Fargo June 2007 - December 2010
Ameriprise Financial December 2006 - June 2007
Wells Fargo June 2004 - December 2006
ING June 2003 - June 2004
Cap Gemini Ernst & Young June 2002 - June 2003
ING January 2001 - March 2002
Nerve wire October 2000 - December 2000
Skills
System Architecture, Cloud Computing, Process Management, System Administration, Data Center, Virtualization, Software Licensing, License Management, Solaris, Unix, Firewalls, SAN, Linux, Operating Systems, Security, IT Management, Apache, Servers
Education
University of Minnesota - Carlson School of Management 2010 — 2013
MBA
Symbiosis International University 2004 — 2006
PGDBA
University of Mumbai 1991 — 1995
Bachelors of Engineering
Wells Fargo July 2013 - Present
Wells Fargo October 2010 - July 2013
Wells Fargo June 2007 - December 2010
Ameriprise Financial December 2006 - June 2007
Wells Fargo June 2004 - December 2006
ING June 2003 - June 2004
Cap Gemini Ernst & Young June 2002 - June 2003
ING January 2001 - March 2002
Nerve wire October 2000 - December 2000
Skills
System Architecture, Cloud Computing, Process Management, System Administration, Data Center, Virtualization, Software Licensing, License Management, Solaris, Unix, Firewalls, SAN, Linux, Operating Systems, Security, IT Management, Apache, Servers
Education
University of Minnesota - Carlson School of Management 2010 — 2013
MBA
Symbiosis International University 2004 — 2006
PGDBA
University of Mumbai 1991 — 1995
Bachelors of Engineering
Coriene Case-Minners's Ameriprise Financial Experience January 1996 - December 2007
Job Business Process Consultant at 3M through ThreeBridge
Industry Management Consulting
Experience
ThreeBridge April 2014 - Present
Digineer July 2012 - April 2014
Bank of America 2011 - 2012
Edina Realty 2011 - 2012
Spectrum Home Services of the Twin Cities April 2009 - June 2011
Ameriprise Financial January 1996 - December 2007
Ameriprise Financial 2005 - 2007
American Express Financial Advisors 1996 - 2005
Skills
Vendor Management, Program Management, Project Management, SDLC, Business Analysis, Process Improvement, Cross-functional Team..., Strategic Planning, Change Management, PMO, IT Strategy, Leadership, CRM, Integration, Business Process..., Business Intelligence, Business Process
Education
University of St. Thomas 1996 — 2001
M.S., Software Engineering
Texas A&M University
B.B.A., Business
ThreeBridge April 2014 - Present
Digineer July 2012 - April 2014
Bank of America 2011 - 2012
Edina Realty 2011 - 2012
Spectrum Home Services of the Twin Cities April 2009 - June 2011
Ameriprise Financial January 1996 - December 2007
Ameriprise Financial 2005 - 2007
American Express Financial Advisors 1996 - 2005
Skills
Vendor Management, Program Management, Project Management, SDLC, Business Analysis, Process Improvement, Cross-functional Team..., Strategic Planning, Change Management, PMO, IT Strategy, Leadership, CRM, Integration, Business Process..., Business Intelligence, Business Process
Education
University of St. Thomas 1996 — 2001
M.S., Software Engineering
Texas A&M University
B.B.A., Business
Nicole Kollar, MBA's Ameriprise Financial Experience March 2011 - May 2013
Job Senior Project Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US January 2015 - Present
RBC Wealth Management May 2013 - January 2015
Ameriprise Financial March 2011 - May 2013
Ameriprise Financial March 2006 - December 2010
Ameriprise Financial April 2004 - March 2006
Texans Credit Union January 2000 - June 2003
Wells Fargo Mortgage (Norwest Mortgage) January 1999 - December 1999
Deluxe Corporation 1997 - 1998
Skills
Leadership, Financial Services, Relationship Management, Business Development, Business Process..., Risk Management, Cross-functional Team..., Business Analysis, Project Management, Variable Annuities, Fixed Annuities, Change Management, Technology, Technical Requirements..., Operations Management, Resource Management, MBA, Driving Results, Leading Change, Project Portfolio..., Six Sigma, PMO, Process Improvement, Green Belt
Education
Texas Christian University 2001 — 2003
MBA, Marketing & Strategy
University of Minnesota-Twin Cities 1994 — 1998
B.A., Speech Communications
Columbia Threadneedle Investments, US January 2015 - Present
RBC Wealth Management May 2013 - January 2015
Ameriprise Financial March 2011 - May 2013
Ameriprise Financial March 2006 - December 2010
Ameriprise Financial April 2004 - March 2006
Texans Credit Union January 2000 - June 2003
Wells Fargo Mortgage (Norwest Mortgage) January 1999 - December 1999
Deluxe Corporation 1997 - 1998
Skills
Leadership, Financial Services, Relationship Management, Business Development, Business Process..., Risk Management, Cross-functional Team..., Business Analysis, Project Management, Variable Annuities, Fixed Annuities, Change Management, Technology, Technical Requirements..., Operations Management, Resource Management, MBA, Driving Results, Leading Change, Project Portfolio..., Six Sigma, PMO, Process Improvement, Green Belt
Education
Texas Christian University 2001 — 2003
MBA, Marketing & Strategy
University of Minnesota-Twin Cities 1994 — 1998
B.A., Speech Communications
Matthew Stotz's Ameriprise Financial Experience April 2007 - June 2008
Job General Manager/Relay Engineer at EPC Services Co.
Industry Utilities
Experience
EPC Services Co. August 2012 - Present
Electric Power Systems October 2008 - July 2012
Ameriprise Financial April 2007 - June 2008
Florida Power and Light July 2004 - April 2007
Skills
Electrical Engineering, Power Generation, Power Distribution, Energy, Renewable Energy, Business Strategy, Business Planning, Power Systems, Electricity, Power Plants, SCADA, Smart Grid, High Voltage, Electric Power, Wind, Project Engineering, Engineering
Education
Texas A&M University 2000 — 2004
BS, Electrical Engineering
EPC Services Co. August 2012 - Present
Electric Power Systems October 2008 - July 2012
Ameriprise Financial April 2007 - June 2008
Florida Power and Light July 2004 - April 2007
Skills
Electrical Engineering, Power Generation, Power Distribution, Energy, Renewable Energy, Business Strategy, Business Planning, Power Systems, Electricity, Power Plants, SCADA, Smart Grid, High Voltage, Electric Power, Wind, Project Engineering, Engineering
Education
Texas A&M University 2000 — 2004
BS, Electrical Engineering
Tracy E. Strickler's Ameriprise Financial Experience June 2008 - October 2010
Job Home Loan Underwriter 1 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2012 - Present
Wells Fargo Home Mortgage March 2012 - November 2012
Wells Fargo Home Mortage April 2011 - March 2012
Wells Fargo Home Mortgage October 2010 - April 2011
Ameriprise Financial June 2008 - October 2010
HSBC Mortgage Services 2004 - 2007
Ameriquest Mortgage 2003 - 2004
Beneficial Financial Group 2002 - 2003
Affinity Management Group, Inc 1999 - 2002
Kissing Bridge Corporation 1995 - 1999
Skills
Notary Public
Education
State University of New York at Buffalo - School of Management 1992 — 1998
Bachelor of Science, Business Management
Lake Shore Central High School
Wells Fargo Home Mortgage November 2012 - Present
Wells Fargo Home Mortgage March 2012 - November 2012
Wells Fargo Home Mortage April 2011 - March 2012
Wells Fargo Home Mortgage October 2010 - April 2011
Ameriprise Financial June 2008 - October 2010
HSBC Mortgage Services 2004 - 2007
Ameriquest Mortgage 2003 - 2004
Beneficial Financial Group 2002 - 2003
Affinity Management Group, Inc 1999 - 2002
Kissing Bridge Corporation 1995 - 1999
Skills
Notary Public
Education
State University of New York at Buffalo - School of Management 1992 — 1998
Bachelor of Science, Business Management
Lake Shore Central High School
Leo Varriale, CRPC®'s Ameriprise Financial Experience December 2006 - July 2009
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2009 - Present
Ameriprise Financial December 2006 - July 2009
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Asset Management, Investments, Retirement, Retirement Planning, Securities, Uniform Combined State..., Wealth Management, Financial Services, Investment Advisory, Finance, Portfolio Management, Equities, Fixed Income, Financial Planning, Investment Strategies, Financial Advisory
Education
Syracuse University 2002 — 2006
Bachelor's degree, Finance
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor's degree, Finance
TD Ameritrade November 2009 - Present
Ameriprise Financial December 2006 - July 2009
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Asset Management, Investments, Retirement, Retirement Planning, Securities, Uniform Combined State..., Wealth Management, Financial Services, Investment Advisory, Finance, Portfolio Management, Equities, Fixed Income, Financial Planning, Investment Strategies, Financial Advisory
Education
Syracuse University 2002 — 2006
Bachelor's degree, Finance
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor's degree, Finance
Brad Bouldin's Ameriprise Financial Experience December 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial December 1998 - Present
Education
Texas A&M University 1994 — 1998
Ameriprise Financial December 1998 - Present
Education
Texas A&M University 1994 — 1998
Doug Parish's Ameriprise Financial Experience October 2005 - Present
Job Senior Vice President & General Auditor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2005 - Present
Yinghua Academy 2005 - 2009
Ceridian Corporation 2003 - 2005
Citigroup 1995 - 2003
Education
St. Olaf College 1984 — 1988
Ameriprise Financial October 2005 - Present
Yinghua Academy 2005 - 2009
Ceridian Corporation 2003 - 2005
Citigroup 1995 - 2003
Education
St. Olaf College 1984 — 1988
Kevin Bondi, CFP®, AWMA®'s Ameriprise Financial Experience July 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial July 2010 - Present
PNC Investments July 2004 - December 2010
Education
Temple University 1997 — 2001
Ameriprise Financial July 2010 - Present
PNC Investments July 2004 - December 2010
Education
Temple University 1997 — 2001
Loretta Menke's Ameriprise Financial Experience 1994 - 2004
Job Organization Development & Learning Manager at UCare
Industry Human Resources
Experience
UCare 2005 - Present
Ameriprise Financial 1994 - 2004
American Express Financial Advisors 1991 - 1994
IDS 1988 - 1991
Skills
ADDIE, Instructional Design, Organizational..., Performance Management, Presentation Coaching, Leadership Development, Training, Employee Training, Leadership, Coaching, Staff Development, Organizational..., Management, Program Development, Workshop Facilitation, Employee Engagement, Process Improvement
Education
St. Olaf College 1980 — 1985
BA, Theater
University of Minnesota-Twin Cities
M.Ed., Organization Development and Training
UCare 2005 - Present
Ameriprise Financial 1994 - 2004
American Express Financial Advisors 1991 - 1994
IDS 1988 - 1991
Skills
ADDIE, Instructional Design, Organizational..., Performance Management, Presentation Coaching, Leadership Development, Training, Employee Training, Leadership, Coaching, Staff Development, Organizational..., Management, Program Development, Workshop Facilitation, Employee Engagement, Process Improvement
Education
St. Olaf College 1980 — 1985
BA, Theater
University of Minnesota-Twin Cities
M.Ed., Organization Development and Training
Chris Hakemack's Ameriprise Financial Experience June 2005 - January 2006
Job Internal Sales Specialist at Behringer Harvard
Industry Financial Services
Experience
Behringer Harvard February 2006 - Present
Ameriprise Financial June 2005 - January 2006
Education
Texas Christian University 2001 — 2005
Behringer Harvard February 2006 - Present
Ameriprise Financial June 2005 - January 2006
Education
Texas Christian University 2001 — 2005
Tracy Sivey's Ameriprise Financial Experience October 2003 - March 2006
Job HR Business/Health Care Analyst at Micron Technology
Industry Human Resources
Experience
Micron Technology January 2009 - Present
Micron Technology July 2007 - December 2008
Micron Technology December 2006 - June 2007
International Stone Inc March 2006 - September 2006
Ameriprise Financial October 2003 - March 2006
Proginet May 2000 - November 2001
Skills
Analytics, Data Mining, Business Intelligence, Data Analysis, Compensation, Incentive Programs, Financial Analysis, Excel, PowerPoint, Analysis, Process Improvement, Business Analysis, Benchmarking, Metrics, Human Resources
Education
State University of New York College at Potsdam 1996 — 2000
BA, Economics
University of Oregon 1995 — 1996
l 1991 — 1995
Micron Technology January 2009 - Present
Micron Technology July 2007 - December 2008
Micron Technology December 2006 - June 2007
International Stone Inc March 2006 - September 2006
Ameriprise Financial October 2003 - March 2006
Proginet May 2000 - November 2001
Skills
Analytics, Data Mining, Business Intelligence, Data Analysis, Compensation, Incentive Programs, Financial Analysis, Excel, PowerPoint, Analysis, Process Improvement, Business Analysis, Benchmarking, Metrics, Human Resources
Education
State University of New York College at Potsdam 1996 — 2000
BA, Economics
University of Oregon 1995 — 1996
l 1991 — 1995
Blake Sipek, MBA's Ameriprise Financial Experience September 2010 - November 2012
Job Director of Operations Finance at Edmentum
Industry Information Technology and Services
Experience
Edmentum November 2012 - Present
Ameriprise Financial September 2010 - November 2012
XATA Corporation July 2008 - October 2010
Clark Consulting June 2005 - July 2008
Household Finance July 2004 - June 2005
Skills
Financial Analysis, Process Improvement, Forecasting, Analysis, Accounting, Team Leadership, Strategic Planning, Microsoft Excel, Budgets, Mergers, Capital Budgeting, Working Capital..., Mergers & Acquisitions, Banking, Cross-functional Team..., Finance, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA, Finance
St. Olaf College 2000 — 2004
BA, Economics and Finance
Edmentum November 2012 - Present
Ameriprise Financial September 2010 - November 2012
XATA Corporation July 2008 - October 2010
Clark Consulting June 2005 - July 2008
Household Finance July 2004 - June 2005
Skills
Financial Analysis, Process Improvement, Forecasting, Analysis, Accounting, Team Leadership, Strategic Planning, Microsoft Excel, Budgets, Mergers, Capital Budgeting, Working Capital..., Mergers & Acquisitions, Banking, Cross-functional Team..., Finance, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA, Finance
St. Olaf College 2000 — 2004
BA, Economics and Finance
Patrick Currie, LPC's Ameriprise Financial Experience September 2006 - January 2008
Job Care Navigator at Optum Health Behavioral Solutions
Industry Mental Health Care
Experience
Optum Health Behavioral Solutions November 2009 - Present
United Behavioral Health January 2008 - November 2009
Ameriprise Financial September 2006 - January 2008
Jewish Family & Children Services March 2003 - June 2006
Philadelphia University November 1999 - June 2002
Skills
Mental Health, Program Development, Workshop Facilitation, Training, Conflict Resolution, Stress Management, Organizational..., Coaching, Personal Development, Student Counseling, Healthcare, Psychology, Leadership, Behavioral Health
Education
Temple University 1997 — 1999
EdM, Counseling Psychology
Widener University 1988 — 1992
BA, Psychology
Optum Health Behavioral Solutions November 2009 - Present
United Behavioral Health January 2008 - November 2009
Ameriprise Financial September 2006 - January 2008
Jewish Family & Children Services March 2003 - June 2006
Philadelphia University November 1999 - June 2002
Skills
Mental Health, Program Development, Workshop Facilitation, Training, Conflict Resolution, Stress Management, Organizational..., Coaching, Personal Development, Student Counseling, Healthcare, Psychology, Leadership, Behavioral Health
Education
Temple University 1997 — 1999
EdM, Counseling Psychology
Widener University 1988 — 1992
BA, Psychology
Milenda Kilby's Ameriprise Financial Experience January 2007 - January 2010
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial January 2007 - January 2010
Education
State University of New York at Buffalo - School of Management 2005 — 2007
B.B.A.
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial January 2007 - January 2010
Education
State University of New York at Buffalo - School of Management 2005 — 2007
B.B.A.
Jingze Xi's Ameriprise Financial Experience
Job Senior Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial
Skills
Financial Services
Education
Texas A&M University 1994 — 1999
PHD, Economics
Ameriprise Financial
Skills
Financial Services
Education
Texas A&M University 1994 — 1999
PHD, Economics
Jeff Stremmel, ChFC, CRPC, CFS's Ameriprise Financial Experience October 2008 - Present
Job Director, Retail Retirement Plans Sales Consulting at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
Thrivent Financial September 2005 - August 2008
Thrivent Financial for Lutherans April 2003 - September 2005
American Express Financial Advisors April 1993 - April 2003
Skills
Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, FINRA, Retirement, Wealth Management, IRAs, 401k, Asset Allocation, Wealth Accumulation, Investment Strategies, Strategic Financial...
Education
Texas A&M University 1988 — 1992
BBA, Business Analysis
Klein Oak High School 1984 — 1988
Ameriprise Financial October 2008 - Present
Thrivent Financial September 2005 - August 2008
Thrivent Financial for Lutherans April 2003 - September 2005
American Express Financial Advisors April 1993 - April 2003
Skills
Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, FINRA, Retirement, Wealth Management, IRAs, 401k, Asset Allocation, Wealth Accumulation, Investment Strategies, Strategic Financial...
Education
Texas A&M University 1988 — 1992
BBA, Business Analysis
Klein Oak High School 1984 — 1988
Christopher Mattina's Ameriprise Financial Experience May 2004 - February 2006
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Wells Fargo April 2013 - December 2014
JPMorgan Chase November 2009 - April 2013
Bank of America September 2008 - March 2009
Smith Barney May 2007 - September 2008
TD Ameritrade February 2006 - April 2007
Ameriprise Financial May 2004 - February 2006
Skills
Series 7, Series 63, Banking, Financial Services
Education
Stony Brook University 2000 — 2005
B.A, Economics
JPMorgan Chase & Co. December 2014 - Present
Wells Fargo April 2013 - December 2014
JPMorgan Chase November 2009 - April 2013
Bank of America September 2008 - March 2009
Smith Barney May 2007 - September 2008
TD Ameritrade February 2006 - April 2007
Ameriprise Financial May 2004 - February 2006
Skills
Series 7, Series 63, Banking, Financial Services
Education
Stony Brook University 2000 — 2005
B.A, Economics
Chad Pylka's Ameriprise Financial Experience
Job Business Systems Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial
Skills
Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, Visio, Vendor Management
Education
St. Olaf College 1993 — 1997
Ameriprise Financial
Skills
Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, Visio, Vendor Management
Education
St. Olaf College 1993 — 1997
Carol Tveite's Ameriprise Financial Experience 1983 - 2011
Job Actuary
Industry Insurance
Experience
Fidelity & Guaranty Life 2015 - 2015
Allianz Life 2014 - 2015
Hannover Life Reassurance Company of America 2014 - 2014
Prudential Financial 2013 - 2013
Allianz Life 2012 - 2012
Ameriprise Financial 1983 - 2011
Equitable of Iowa Insurance Company 1979 - 1983
Skills
MoSes, Actuarial Science, Insurance, Pricing, Financial Analysis, Financial Modeling, Analysis, Forecasting, Actuarial, Life Insurance, Modeling, Excel, Problem Solving, Data Analysis, Due Diligence, Product Development, MAAA, Fixed Annuities, Variable Annuities, Reserves, Valuation, ALM, Risk Management, Microsoft Excel, Reinsurance
Education
St. Olaf College 1975 — 1979
B.A., Math and History
Fidelity & Guaranty Life 2015 - 2015
Allianz Life 2014 - 2015
Hannover Life Reassurance Company of America 2014 - 2014
Prudential Financial 2013 - 2013
Allianz Life 2012 - 2012
Ameriprise Financial 1983 - 2011
Equitable of Iowa Insurance Company 1979 - 1983
Skills
MoSes, Actuarial Science, Insurance, Pricing, Financial Analysis, Financial Modeling, Analysis, Forecasting, Actuarial, Life Insurance, Modeling, Excel, Problem Solving, Data Analysis, Due Diligence, Product Development, MAAA, Fixed Annuities, Variable Annuities, Reserves, Valuation, ALM, Risk Management, Microsoft Excel, Reinsurance
Education
St. Olaf College 1975 — 1979
B.A., Math and History
Jonathan Swenson's Ameriprise Financial Experience June 2000 - April 2005
Job Franchisee at H&R Block
Industry Financial Services
Experience
H&R Block February 2010 - Present
Ameriprise Financial Services, Inc. February 2010 - Present
TCF Bank April 2005 - September 2008
Ameriprise Financial June 2000 - April 2005
Ameriprise Financial June 1998 - June 2000
Ameriprise Financial November 1996 - June 1998
Skills
Finance, Portfolio Management, Investments, Accounting, Access, Financial Services, Bloomberg, Cash Flow, Internal Audit, Series 7, General Ledger, Investment Management, Microsoft Excel, Retirement, Loans, Personal Income Tax..., Payroll, U.S.-Canada..., Partnership Tax Returns, Pass-through Entities, Canadian Tax
Education
University of St. Thomas - Opus College of Business 1994 — 1997
MBA, International Management
St. Olaf College 1990 — 1993
B.A., Economics, Political Science
H&R Block February 2010 - Present
Ameriprise Financial Services, Inc. February 2010 - Present
TCF Bank April 2005 - September 2008
Ameriprise Financial June 2000 - April 2005
Ameriprise Financial June 1998 - June 2000
Ameriprise Financial November 1996 - June 1998
Skills
Finance, Portfolio Management, Investments, Accounting, Access, Financial Services, Bloomberg, Cash Flow, Internal Audit, Series 7, General Ledger, Investment Management, Microsoft Excel, Retirement, Loans, Personal Income Tax..., Payroll, U.S.-Canada..., Partnership Tax Returns, Pass-through Entities, Canadian Tax
Education
University of St. Thomas - Opus College of Business 1994 — 1997
MBA, International Management
St. Olaf College 1990 — 1993
B.A., Economics, Political Science
P Scott Peterson's Ameriprise Financial Experience September 2005 - Present
Job Director Treasury at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2005 - Present
Ameriprise 2005 - Present
American Express May 2002 - September 2005
Damark International 1991 - 1999
Skills
Strategic Financial..., Capital Management, Financial Modeling, Treasury Management, Funding, Rating Agency Relations, Banking Relationships, Economic Capital, Liquidity Management, Cash Management, Finance, Corporate Finance, Banking, Strategic Partnerships, Treasury
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MIM, International Finance
St. Olaf College 1987 — 1991
BA, American Studies & Latin American Studies
Albuquerque Academy
Ameriprise Financial September 2005 - Present
Ameriprise 2005 - Present
American Express May 2002 - September 2005
Damark International 1991 - 1999
Skills
Strategic Financial..., Capital Management, Financial Modeling, Treasury Management, Funding, Rating Agency Relations, Banking Relationships, Economic Capital, Liquidity Management, Cash Management, Finance, Corporate Finance, Banking, Strategic Partnerships, Treasury
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MIM, International Finance
St. Olaf College 1987 — 1991
BA, American Studies & Latin American Studies
Albuquerque Academy
Laura Eidem's Ameriprise Financial Experience May 2007 - September 2007
Job Business Intelligence Analyst at Google
Industry Information Technology and Services
Experience
Google December 2014 - Present
Stanford University September 2012 - November 2014
Logisolve May 2011 - September 2012
Blue Cross Blue Shield of Minnesota May 2011 - September 2012
UnitedHealth Group September 2008 - May 2011
Genesis10 September 2008 - July 2010
City of Saint Paul July 2008 - October 2008
Ameriprise Financial May 2007 - September 2007
Skills
Business Intelligence, SQL, Data Analysis, QlikView, Analytics, Consulting, Requirements Gathering, Business Analysis, Crystal Reports, Python, Visio, Business Objects, Statistical Modeling, Requirements Analysis, Business Process..., Process Improvement, Access, SharePoint, Data Science, Machine Learning, Relational Data Modeling, R, Tableau, SDLC
Education
Stanford University 2012 — 2014
Master's Degree, Digital Humanities, English
University of Michigan 2005 — 2008
BA, English & Economics
Google December 2014 - Present
Stanford University September 2012 - November 2014
Logisolve May 2011 - September 2012
Blue Cross Blue Shield of Minnesota May 2011 - September 2012
UnitedHealth Group September 2008 - May 2011
Genesis10 September 2008 - July 2010
City of Saint Paul July 2008 - October 2008
Ameriprise Financial May 2007 - September 2007
Skills
Business Intelligence, SQL, Data Analysis, QlikView, Analytics, Consulting, Requirements Gathering, Business Analysis, Crystal Reports, Python, Visio, Business Objects, Statistical Modeling, Requirements Analysis, Business Process..., Process Improvement, Access, SharePoint, Data Science, Machine Learning, Relational Data Modeling, R, Tableau, SDLC
Education
Stanford University 2012 — 2014
Master's Degree, Digital Humanities, English
University of Michigan 2005 — 2008
BA, English & Economics
Susan Coloton's Ameriprise Financial Experience May 2003 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2003 - Present
Education
State University of New York Empire State College
MA, Culture and Policy
Ameriprise Financial May 2003 - Present
Education
State University of New York Empire State College
MA, Culture and Policy
Mary Pennington's Ameriprise Financial Experience June 2006 - April 2008
Job Freelance Writer, Event Planner, Philanthropist
Industry Writing and Editing
Experience
Folio Weekly October 2012 - August 2014
Women of Faith, Inc. January 2008 - November 2013
Destination Planning Corporation March 2011 - August 2012
MenuMax June 2010 - December 2010
Blameless Music December 2009 - December 2010
CultureShock Magazine January 2008 - December 2010
Destination Planning Corporation 2008 - 2010
Ameriprise Financial June 2006 - April 2008
The Orlando Leader January 2004 - December 2005
Karma/Industry Magazine January 2001 - December 2004
Skills
Public Speaking, Public Relations, Creative Writing, Writing Skills, Marketing Communications, Magazine Writing, Social Networking, Professional Networking, Business Networking, Social Media Marketing, Non-profits, Spanish, English grammar, Travel Writing, Event Planning, Event Management, Journalism, Promotions, Sales, Editing, Magazines, Marketing Strategy, Lead Generation, Research, Nonprofits, Social Media, Entrepreneurship, Marketing, Advertising, Customer Service, Leadership, Photography, Writing
Education
University of Central Florida 2000 — 2003
Bachelor of Arts Degree, English
St. Petersburg College 1996 — 2000
Associate of Arts Degree, Communications
Folio Weekly October 2012 - August 2014
Women of Faith, Inc. January 2008 - November 2013
Destination Planning Corporation March 2011 - August 2012
MenuMax June 2010 - December 2010
Blameless Music December 2009 - December 2010
CultureShock Magazine January 2008 - December 2010
Destination Planning Corporation 2008 - 2010
Ameriprise Financial June 2006 - April 2008
The Orlando Leader January 2004 - December 2005
Karma/Industry Magazine January 2001 - December 2004
Skills
Public Speaking, Public Relations, Creative Writing, Writing Skills, Marketing Communications, Magazine Writing, Social Networking, Professional Networking, Business Networking, Social Media Marketing, Non-profits, Spanish, English grammar, Travel Writing, Event Planning, Event Management, Journalism, Promotions, Sales, Editing, Magazines, Marketing Strategy, Lead Generation, Research, Nonprofits, Social Media, Entrepreneurship, Marketing, Advertising, Customer Service, Leadership, Photography, Writing
Education
University of Central Florida 2000 — 2003
Bachelor of Arts Degree, English
St. Petersburg College 1996 — 2000
Associate of Arts Degree, Communications
Clint Wammack, CFP®, CRPC®'s Ameriprise Financial Experience August 2003 - March 2007
Job FINANCIAL ADVISOR
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial August 2003 - March 2007
Ameriprise Financial July 2000 - July 2003
Education
Tarleton State University 1995 — 2000
B.S., Biology, General
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial August 2003 - March 2007
Ameriprise Financial July 2000 - July 2003
Education
Tarleton State University 1995 — 2000
B.S., Biology, General
Rush N Hodgin's Ameriprise Financial Experience December 1991 - December 1996
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1996 - Present
Ameriprise Financial December 1991 - December 1996
Education
Syracuse University 1986 — 1990
BS, Finance, Minor Economics
Ameriprise Financial Services, Inc. December 1996 - Present
Ameriprise Financial December 1991 - December 1996
Education
Syracuse University 1986 — 1990
BS, Finance, Minor Economics
Michael Baptista's Ameriprise Financial Experience 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
JetBlue Airways 2006 - 2006
Education
State University of New York College at Plattsburgh 2005 — 2007
Bachelors of Science, Busniess Minor: Accouning, Finance
Orange County Community College 2004 — 2005
Stony Brook University 2002 — 2004
MWHS
Ameriprise Financial 2008 - Present
JetBlue Airways 2006 - 2006
Education
State University of New York College at Plattsburgh 2005 — 2007
Bachelors of Science, Busniess Minor: Accouning, Finance
Orange County Community College 2004 — 2005
Stony Brook University 2002 — 2004
MWHS
Chris Bub's Ameriprise Financial Experience July 2007 - December 2007
Job Account Manager at Manning & Napier Advisors
Industry Construction
Experience
Manning & Napier Advisors November 2010 - Present
Bank of New York Mellon March 2008 - March 2010
Ameriprise Financial July 2007 - December 2007
Education
State University of New York College at Brockport 2004 — 2007
Bachelor of Science, Finance
Manning & Napier Advisors November 2010 - Present
Bank of New York Mellon March 2008 - March 2010
Ameriprise Financial July 2007 - December 2007
Education
State University of New York College at Brockport 2004 — 2007
Bachelor of Science, Finance
Donna R. Uliva, CFP's Ameriprise Financial Experience February 1983 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1983 - Present
Education
State University of New York College at Plattsburgh
B.S. Finance and Accounting, 1978
Ameriprise Financial February 1983 - Present
Education
State University of New York College at Plattsburgh
B.S. Finance and Accounting, 1978
Linda Wondrack's Ameriprise Financial Experience May 2010 - March 2012
Job EVP, Head of Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Ameriprise Financial May 2010 - March 2012
Columbia Management June 2005 - March 2012
Bank of America 2005 - May 2010
MFS Investment Management 2004 - 2005
Deutsche Asset Management 1987 - 2004
Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2002
Skills
Securities, Mutual Funds, FINRA, Hedge Funds, Alternative Investments, Securities Regulation, Investment Management, AML, Financial Regulation, Risk Management, Equities, Corporate Governance, Due Diligence, Financial Risk, Investment Advisers Act, Investment Company Act
Education
Suffolk University Law School 1991 — 1995
J.D., Finance, Law
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
Bachelor of Science (BS), Finance, General
University of New Hampshire 1982 — 1984
Economics
Fidelity Investments April 2012 - Present
Ameriprise Financial May 2010 - March 2012
Columbia Management June 2005 - March 2012
Bank of America 2005 - May 2010
MFS Investment Management 2004 - 2005
Deutsche Asset Management 1987 - 2004
Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2002
Skills
Securities, Mutual Funds, FINRA, Hedge Funds, Alternative Investments, Securities Regulation, Investment Management, AML, Financial Regulation, Risk Management, Equities, Corporate Governance, Due Diligence, Financial Risk, Investment Advisers Act, Investment Company Act
Education
Suffolk University Law School 1991 — 1995
J.D., Finance, Law
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
Bachelor of Science (BS), Finance, General
University of New Hampshire 1982 — 1984
Economics
David J. Donovan, CFP®'s Ameriprise Financial Experience February 1987 - Present
Job Private Wealth Advisor ~ Donovan Wealth Management Group
Industry Financial Services
Experience
Ameriprise Financial February 1987 - Present
Dept of Health and Human Services 1976 - 1987
Peace Corps 1974 - 1976
Education
College of Financial Planning 1988 — 1990
CFP® CERTIFIED FINANCIAL PLANNER™
Stonehill College 1969 — 1973
Bachelor of Science (B.S.), Business Administration
Ameriprise Financial February 1987 - Present
Dept of Health and Human Services 1976 - 1987
Peace Corps 1974 - 1976
Education
College of Financial Planning 1988 — 1990
CFP® CERTIFIED FINANCIAL PLANNER™
Stonehill College 1969 — 1973
Bachelor of Science (B.S.), Business Administration
Graham MacNeill's Ameriprise Financial Experience September 2003 - May 2008
Job Field Compliance Supervisor at Ameriprise Financial
Industry Financial Services
Experience
State of NC Securities Division July 2010 - Present
Ameriprise Financial September 2003 - May 2008
Cambridge Investment Research, Inc July 2001 - June 2002
Triad Advisors, Inc September 2000 - May 2001
Education
State University of New York College at Oswego 1990 — 1994
B.A., Communications
State of NC Securities Division July 2010 - Present
Ameriprise Financial September 2003 - May 2008
Cambridge Investment Research, Inc July 2001 - June 2002
Triad Advisors, Inc September 2000 - May 2001
Education
State University of New York College at Oswego 1990 — 1994
B.A., Communications
Brett N Stuempges's Ameriprise Financial Experience August 1994 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial August 1994 - Present
Skills
PC Networking, Windows 7 Migration, pc decommission, office technology, Series 7, Consulting, Networking, Business
Education
National American University 1999 — 2000
Certificate, Microsoft Certified Professional
St. Olaf College 1981 — 1987
BA, Secondary Math Education
Ameriprise Financial August 1994 - Present
Skills
PC Networking, Windows 7 Migration, pc decommission, office technology, Series 7, Consulting, Networking, Business
Education
National American University 1999 — 2000
Certificate, Microsoft Certified Professional
St. Olaf College 1981 — 1987
BA, Secondary Math Education
Gina Leone's Ameriprise Financial Experience May 2009 - September 2009
Job Analyst at Provident Healthcare Partners, LLC
Industry Financial Services
Experience
Provident Healthcare Partners, LLC October 2009 - Present
KidSmart Schoolage Inc. September 2007 - June 2010
Ameriprise Financial May 2009 - September 2009
Skills
Valuation, Mergers, PowerPoint, Excel, Word, Microsoft Excel, Investment Banking, Mergers & Acquisitions, Marketing, Financial Modeling, Financial Analysis, Finance, Economics, Investments, Private Equity, Strategy, Corporate Finance, Microsoft Word
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA, Finance
John Cabot University 2008 — 2008
Revere High School 2002 — 2006
Provident Healthcare Partners, LLC October 2009 - Present
KidSmart Schoolage Inc. September 2007 - June 2010
Ameriprise Financial May 2009 - September 2009
Skills
Valuation, Mergers, PowerPoint, Excel, Word, Microsoft Excel, Investment Banking, Mergers & Acquisitions, Marketing, Financial Modeling, Financial Analysis, Finance, Economics, Investments, Private Equity, Strategy, Corporate Finance, Microsoft Word
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA, Finance
John Cabot University 2008 — 2008
Revere High School 2002 — 2006
Robert Berglund's Ameriprise Financial Experience 2004 - Present
Job Relationship Manager
Industry Financial Services
Experience
Ameriprise Financial 2004 - Present
RiverSource April 2004 - December 2009
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Mutual Funds, Retirement Planning, Asset Allocation
Education
St. Olaf College 1994 — 1998
BA, Economics
Ameriprise Financial 2004 - Present
RiverSource April 2004 - December 2009
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Mutual Funds, Retirement Planning, Asset Allocation
Education
St. Olaf College 1994 — 1998
BA, Economics
Roger Erny's Ameriprise Financial Experience 2006 - Present
Job Executive Director, The Personal Advisor Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2006 - Present
Ameriprise Financial 2006 - Present
Ameriprise Financial Services, Inc. September 2005 - September 2006
Education
St. Olaf College 1988 — 1992
B.A., English, Communication
Blake School 1984 — 1988
Ameriprise Financial Services, Inc. September 2006 - Present
Ameriprise Financial 2006 - Present
Ameriprise Financial Services, Inc. September 2005 - September 2006
Education
St. Olaf College 1988 — 1992
B.A., English, Communication
Blake School 1984 — 1988
Todor Braianov's Ameriprise Financial Experience December 2010 - October 2011
Job Settlement Team Lead at Cachet Financial Solutions, Inc.
Industry Information Technology and Services
Experience
Cachet Financial Solutions, Inc. October 2011 - Present
Cachet Financial Solutions, Inc. October 2011 - Present
Ameriprise Financial December 2010 - October 2011
TBD April 2010 - December 2010
IBM Global Services December 2003 - March 2010
ING April 2002 - December 2003
ING May 2000 - April 2002
Merrill Corporation 1997 - 2000
Skills
IT Service Management, VMware, Disaster Recovery, Integration, ITIL
Education
Technical University Sofia 1990 — 1996
MS, Engineering
First English Language School - Sofia
Cachet Financial Solutions, Inc. October 2011 - Present
Cachet Financial Solutions, Inc. October 2011 - Present
Ameriprise Financial December 2010 - October 2011
TBD April 2010 - December 2010
IBM Global Services December 2003 - March 2010
ING April 2002 - December 2003
ING May 2000 - April 2002
Merrill Corporation 1997 - 2000
Skills
IT Service Management, VMware, Disaster Recovery, Integration, ITIL
Education
Technical University Sofia 1990 — 1996
MS, Engineering
First English Language School - Sofia
Galen Foster's Ameriprise Financial Experience December 2005 - October 2006
Job
Industry Financial Services
Experience
Boces Substitute Service September 2008 - Present
Northwestern Mutual March 2008 - June 2008
Mirkovic Lambert and Associates October 2006 - September 2007
Ameriprise Financial December 2005 - October 2006
Greenbush Area YMCA December 2001 - July 2005
Cardio Fitness Center, Inc February 2001 - December 2001
Winstar Communications, Inc November 1999 - September 2000
Skills
Strategy, Strategic Planning, Sales, Public Speaking, Management, Leadership, Customer Service, Business Strategy
Education
New School for Social 1993 — 1997
Masters Research; Bachelor of Arts, Sociology; Sociology
Stanford University 1987 — 1991
BA, Sociology
Boces Substitute Service September 2008 - Present
Northwestern Mutual March 2008 - June 2008
Mirkovic Lambert and Associates October 2006 - September 2007
Ameriprise Financial December 2005 - October 2006
Greenbush Area YMCA December 2001 - July 2005
Cardio Fitness Center, Inc February 2001 - December 2001
Winstar Communications, Inc November 1999 - September 2000
Skills
Strategy, Strategic Planning, Sales, Public Speaking, Management, Leadership, Customer Service, Business Strategy
Education
New School for Social 1993 — 1997
Masters Research; Bachelor of Arts, Sociology; Sociology
Stanford University 1987 — 1991
BA, Sociology
Heidi Schumacher's Ameriprise Financial Experience 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Piper Jaffray 1995 - 2009
Education
St. Olaf College
Bachelor of Arts (B.A.), Economics
Ameriprise Financial 2009 - Present
Piper Jaffray 1995 - 2009
Education
St. Olaf College
Bachelor of Arts (B.A.), Economics
Samaana Rizvi's Ameriprise Financial Experience January 2010 - May 2011
Job Joint CEO
Industry Financial Services
Experience
Self Employed Entrepenuer December 2009 - Present
Green Tree Servicing April 2014 - July 2015
Blue Cross and Blue Shield of Minnesota May 2011 - February 2014
Ameriprise Financial January 2010 - May 2011
Guaranty Bank February 2009 - January 2010
MetLife January 2007 - January 2009
Skills
Business Analysis, Process Improvement, Leadership, Microsoft Office, Microsoft Excel, SDLC, Analysis, Requirements Analysis, Vendor Management, Banking, Data Warehousing, Data Analysis, Enterprise Architecture, Gliffy, Confluence, Requirements Gathering
Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting and Business/Management
Self Employed Entrepenuer December 2009 - Present
Green Tree Servicing April 2014 - July 2015
Blue Cross and Blue Shield of Minnesota May 2011 - February 2014
Ameriprise Financial January 2010 - May 2011
Guaranty Bank February 2009 - January 2010
MetLife January 2007 - January 2009
Skills
Business Analysis, Process Improvement, Leadership, Microsoft Office, Microsoft Excel, SDLC, Analysis, Requirements Analysis, Vendor Management, Banking, Data Warehousing, Data Analysis, Enterprise Architecture, Gliffy, Confluence, Requirements Gathering
Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting and Business/Management
Brian Erickson, CFA's Ameriprise Financial Experience December 2010 - Present
Job Director of Fixed Income Research and Strategy at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
Stifel Nicolaus February 2007 - October 2010
Emergency Foodshelf Network 2006 - 2010
Piper Jaffray January 1998 - May 2006
Education
St. Olaf College 1990 — 1994
Math and Economics
Ameriprise Financial December 2010 - Present
Stifel Nicolaus February 2007 - October 2010
Emergency Foodshelf Network 2006 - 2010
Piper Jaffray January 1998 - May 2006
Education
St. Olaf College 1990 — 1994
Math and Economics
Katheryn Compitello's Ameriprise Financial Experience Assistant Vice PresidentMarathon Financial, LLC.May 2006 - October 2008
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Assistant Vice PresidentMarathon Financial, LLC.May 2006 - October 2008
Mario's Via Abruzzi October 1998 - October 2001
Paychex, Inc. April 1997 - October 1998
Education
State University of New York College at Geneseo
Ameriprise Financial Assistant Vice PresidentMarathon Financial, LLC.May 2006 - October 2008
Mario's Via Abruzzi October 1998 - October 2001
Paychex, Inc. April 1997 - October 1998
Education
State University of New York College at Geneseo
Steven Berceau, Ph.D's Ameriprise Financial Experience August 1993 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1993 - Present
Harris Bank / Bank of Montreal September 1985 - August 1993
First Chicago June 1983 - September 1985
A.T.Kearney June 1980 - August 1983
Education
University of Notre Dame 1975 — 1980
Ph.D, Economics: MonetaryTheory and Policy, Labor Law and Labor Negotiation
St. Norbert College 1971 — 1975
BA, Economics
Ameriprise Financial August 1993 - Present
Harris Bank / Bank of Montreal September 1985 - August 1993
First Chicago June 1983 - September 1985
A.T.Kearney June 1980 - August 1983
Education
University of Notre Dame 1975 — 1980
Ph.D, Economics: MonetaryTheory and Policy, Labor Law and Labor Negotiation
St. Norbert College 1971 — 1975
BA, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.