Ameriprise Financial
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Employees
Employee
Years
Job
Industry
Joshua Patterson Joshua Patterson's Ameriprise Financial Experience November 2006 - Present
Job Registered Support Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2006 - Present
Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management
Education
The Ohio State University 2001 — 2006
B.A., Economics, Minor in Business
Ameriprise Financial November 2006 - Present
Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management
Education
The Ohio State University 2001 — 2006
B.A., Economics, Minor in Business
Thomas S Kime, ChFC, CRPC Thomas S Kime, ChFC, CRPC's Ameriprise Financial Experience October 1982 - Present
Job Landing Point Financial Group, a private wealth advisory practice of Ameriprise Financial Services , Inc.
Industry Financial Services
Experience
Ameriprise Financial October 1982 - Present
Wellington Lumber Company March 1978 - October 1982
GE January 1972 - March 1978
Education
The American College 1998 — 1999
Chartered Financial Consultant, Financial Planning and Services
Findlay College 1965 — 1966
Liberal Arts and Sciences, General Studies and Humanities
Ameriprise Financial October 1982 - Present
Wellington Lumber Company March 1978 - October 1982
GE January 1972 - March 1978
Education
The American College 1998 — 1999
Chartered Financial Consultant, Financial Planning and Services
Findlay College 1965 — 1966
Liberal Arts and Sciences, General Studies and Humanities
Steve Graff, CFP, CDFA, CLTC Steve Graff, CFP, CDFA, CLTC's Ameriprise Financial Experience 2000 - Present
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial 2000 - Present
Education
The University of South Dakota 1972 — 1976
Bachelor of Science, Business Administration, Economics
The American College
Certified Financial Planner
Ameriprise Financial 2000 - Present
Education
The University of South Dakota 1972 — 1976
Bachelor of Science, Business Administration, Economics
The American College
Certified Financial Planner
Gene Redding's Ameriprise Financial Experience September 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial September 2013 - Present
Ameriprise Financial Services, Inc. 2007 - 2013
Citigroup 2000 - 2007
USMC 2000 - 2004
Morgan Stanley 1998 - 2000
USMC 1982 - 1996
Education
The Citadel 1989 — 1992
Bachelors, English
St. James 1978 — 1982
UCLA Anderson School of Management
Entrepreneurship
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial September 2013 - Present
Ameriprise Financial Services, Inc. 2007 - 2013
Citigroup 2000 - 2007
USMC 2000 - 2004
Morgan Stanley 1998 - 2000
USMC 1982 - 1996
Education
The Citadel 1989 — 1992
Bachelors, English
St. James 1978 — 1982
UCLA Anderson School of Management
Entrepreneurship
Michael Snyder, CRPC®'s Ameriprise Financial Experience November 2005 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial November 2005 - Present
Education
The College of New Jersey 2003 — 2005
Bachelor of Finance, Finance, General
University of Maryland Baltimore 2001 — 2003
Ameriprise Financial November 2005 - Present
Education
The College of New Jersey 2003 — 2005
Bachelor of Finance, Finance, General
University of Maryland Baltimore 2001 — 2003
Jay Sellami Jay Sellami's Ameriprise Financial Experience May 2010 - December 2012
Job Registered Principal at Ameriprise Financial
Industry Financial Services
Experience
N/A January 2013 - Present
Ameriprise Financial May 2010 - December 2012
RSM McGladrey Retirement Resources July 2004 - May 2010
Skills
Retirement Planning, Series 7, Saving for Education, Employee Stock Options, Series 24, Investment Advisory, Wealth Management, 401k Rollovers, Retirement, IRAs, Series 63, Education Funding, Asset Allocation, FINRA, Mutual Funds
Education
University of Kansas
Bachelor of Arts (BA), Organizational Communication, General
University of Missouri-Kansas City
Certificate of Financial Planning
N/A January 2013 - Present
Ameriprise Financial May 2010 - December 2012
RSM McGladrey Retirement Resources July 2004 - May 2010
Skills
Retirement Planning, Series 7, Saving for Education, Employee Stock Options, Series 24, Investment Advisory, Wealth Management, 401k Rollovers, Retirement, IRAs, Series 63, Education Funding, Asset Allocation, FINRA, Mutual Funds
Education
University of Kansas
Bachelor of Arts (BA), Organizational Communication, General
University of Missouri-Kansas City
Certificate of Financial Planning
Nishanta Baruah's Ameriprise Financial Experience July 2005 - July 2006
Job District Operations Specialist at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2009 - Present
U.S. Bank July 2006 - January 2009
Ameriprise Financial July 2005 - July 2006
CheckFree Corporation July 2004 - July 2005
Skills
Coaching, Business Analysis, Sales, Banking, Time Management, Healthcare, Insurance, Employee Benefits, Loans, Credit, Retail Banking, Commercial Banking
Education
The Ohio State University College of Medicine 2002 — 2004
Did not Finish, Medicine
The Ohio State University 1998 — 2002
BS/BA, Mathematics, Chemistry, Magna Cum Laude
U.S. Bank January 2009 - Present
U.S. Bank July 2006 - January 2009
Ameriprise Financial July 2005 - July 2006
CheckFree Corporation July 2004 - July 2005
Skills
Coaching, Business Analysis, Sales, Banking, Time Management, Healthcare, Insurance, Employee Benefits, Loans, Credit, Retail Banking, Commercial Banking
Education
The Ohio State University College of Medicine 2002 — 2004
Did not Finish, Medicine
The Ohio State University 1998 — 2002
BS/BA, Mathematics, Chemistry, Magna Cum Laude
Patrick Yu, MBA Patrick Yu, MBA's Ameriprise Financial Experience August 2005 - January 2007
Job Sales and Marketing Professional
Industry Hospitality
Experience
Merrill Edge April 2012 - May 2015
Steben & Company, Inc. November 2010 - April 2012
Wells Fargo Advisors December 2009 - October 2010
Citigroup April 2007 - December 2009
Ameriprise Financial August 2005 - January 2007
Skills
Relationship Marketing, Sales, Relationship Management, Community Outreach, Sales Management, FINRA, Series 7, Financial Services, Wealth Management, Banking, Financial Planning, Life Insurance, Investments, Financial Analysis, Insurance, Uniform Combined State..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Finance, Financial Modeling, Mutual Funds
Education
University of Maryland College Park 2012 — 2015
Masters of Business Administration, MBA
The College of New Jersey 2001 — 2005
Bachelor of Science, Business - Information Systems
Merrill Edge April 2012 - May 2015
Steben & Company, Inc. November 2010 - April 2012
Wells Fargo Advisors December 2009 - October 2010
Citigroup April 2007 - December 2009
Ameriprise Financial August 2005 - January 2007
Skills
Relationship Marketing, Sales, Relationship Management, Community Outreach, Sales Management, FINRA, Series 7, Financial Services, Wealth Management, Banking, Financial Planning, Life Insurance, Investments, Financial Analysis, Insurance, Uniform Combined State..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Finance, Financial Modeling, Mutual Funds
Education
University of Maryland College Park 2012 — 2015
Masters of Business Administration, MBA
The College of New Jersey 2001 — 2005
Bachelor of Science, Business - Information Systems
Jason Doll Jason Doll's Ameriprise Financial Experience 2001 - 2005
Job Corporate Recruiter (contractor) at UnitedHealth Group
Industry Staffing and Recruiting
Experience
UnitedHealth Group March 2015 - Present
Polaris Industries (through Dahl Consulting) June 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - April 2014
Lawson Software October 2010 - April 2011
OtterBase September 2009 - September 2010
Recruiters of Minnesota June 2008 - June 2009
Landmark Recruiting March 2005 - June 2008
Ameriprise Financial 2001 - 2005
Skills
Customer Satisfaction, Human Resources, Leadership, Management, Recruiting, Talent Acquisition
Education
Texas Lutheran University 1994 — 1998
UnitedHealth Group March 2015 - Present
Polaris Industries (through Dahl Consulting) June 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - April 2014
Lawson Software October 2010 - April 2011
OtterBase September 2009 - September 2010
Recruiters of Minnesota June 2008 - June 2009
Landmark Recruiting March 2005 - June 2008
Ameriprise Financial 2001 - 2005
Skills
Customer Satisfaction, Human Resources, Leadership, Management, Recruiting, Talent Acquisition
Education
Texas Lutheran University 1994 — 1998
Steve Yarnevich's Ameriprise Financial Experience February 2006 - October 2009
Job Director of Operations
Industry Wireless
Experience
HYLA Mobile - Extending the Life Cycle of Mobile Devices April 2010 - Present
Ameriprise Financial February 2006 - October 2009
E*TRADE Financial November 2000 - June 2005
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
HYLA Mobile - Extending the Life Cycle of Mobile Devices April 2010 - Present
Ameriprise Financial February 2006 - October 2009
E*TRADE Financial November 2000 - June 2005
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
Sarah Landry Sarah Landry's Ameriprise Financial Experience March 2011 - May 2011
Job Leasing Associate at Dunhill Partners
Industry Real Estate
Experience
Dunhill Partners September 2013 - Present
Canon Solutions America November 2011 - August 2013
California Pizza Kitchen March 2005 - November 2011
AMERIPRISE FINANCIAL March 2011 - May 2011
Skills
Commercial Real Estate, Marketing, Sales, Management, Microsoft Excel, Social Networking, Cold Calling, Sales Operations, Account Management, Salesforce.com, Direct Sales, Sales Process, Social Media Marketing, Customer Retention, Customer Service, Time Management, Event Planning, Real Estate
Education
Texas State University 2008 — 2010
BBA, Marketing
Plano West
Plano West
Dunhill Partners September 2013 - Present
Canon Solutions America November 2011 - August 2013
California Pizza Kitchen March 2005 - November 2011
AMERIPRISE FINANCIAL March 2011 - May 2011
Skills
Commercial Real Estate, Marketing, Sales, Management, Microsoft Excel, Social Networking, Cold Calling, Sales Operations, Account Management, Salesforce.com, Direct Sales, Sales Process, Social Media Marketing, Customer Retention, Customer Service, Time Management, Event Planning, Real Estate
Education
Texas State University 2008 — 2010
BBA, Marketing
Plano West
Plano West
Mack Courter, CFP® Mack Courter, CFP®'s Ameriprise Financial Experience June 2001 - July 2005
Job CFP®, Principal at Courter Financial, LLC
Industry Financial Services
Experience
Courter Financial, LLC August 2009 - Present
Cadaret Grant August 2005 - August 2009
Ameriprise Financial June 2001 - July 2005
Courter Financial Services June 1999 - June 2001
Skills
Holistic Financial..., Wealth Management, Strategic Financial..., Retirement Planning, Wealth Management..., Wealth Accumulation, Financial Advisory, Retirement, Insurance, Investments, Investment Management, College Education..., Insurance Planning, Risk Management, Asset Protection, Estate Planning, Asset Management, Personal Tax Planning, Tax Reduction, Stocks, Bonds, Equities, Fixed Annuities
Education
The American College
Courter Financial, LLC August 2009 - Present
Cadaret Grant August 2005 - August 2009
Ameriprise Financial June 2001 - July 2005
Courter Financial Services June 1999 - June 2001
Skills
Holistic Financial..., Wealth Management, Strategic Financial..., Retirement Planning, Wealth Management..., Wealth Accumulation, Financial Advisory, Retirement, Insurance, Investments, Investment Management, College Education..., Insurance Planning, Risk Management, Asset Protection, Estate Planning, Asset Management, Personal Tax Planning, Tax Reduction, Stocks, Bonds, Equities, Fixed Annuities
Education
The American College
Marc Marquez, MBA, RICP® Marc Marquez, MBA, RICP®'s Ameriprise Financial Experience November 2009 - December 2012
Job Financial Advisor, Financial Planning & Retirement Income Specialist
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Escayg and Associates, Ameriprise Financial Services, Inc. January 2013 - January 2015
Ameriprise Financial November 2009 - December 2012
Ameriprise Financial Services, Inc. September 2006 - November 2009
JP Morgan Chase / JP Morgan Chase Private Bank February 2002 - September 2006
American Express September 2000 - February 2002
U.S. Air Force September 1993 - September 1997
Education
The American College 2014 — 2015
Retirement Income Certified Professional Designation
Madison University 2003 — 2005
Masters, Business Administration
Kaplan College 2003 — 2003
Certificate of Wealth Management Specialist™, Financial Planning and Services
ROYTEC 1990 — 1991
Certificate of Completion, Introduction to Business and Technology
Holy Cross College, Arima, Trinidad 1985 — 1990
Caribbean Examinations Council Certificate, High School/Secondary Diplomas and Certificates
Ameriprise Financial Services, Inc. January 2015 - Present
Escayg and Associates, Ameriprise Financial Services, Inc. January 2013 - January 2015
Ameriprise Financial November 2009 - December 2012
Ameriprise Financial Services, Inc. September 2006 - November 2009
JP Morgan Chase / JP Morgan Chase Private Bank February 2002 - September 2006
American Express September 2000 - February 2002
U.S. Air Force September 1993 - September 1997
Education
The American College 2014 — 2015
Retirement Income Certified Professional Designation
Madison University 2003 — 2005
Masters, Business Administration
Kaplan College 2003 — 2003
Certificate of Wealth Management Specialist™, Financial Planning and Services
ROYTEC 1990 — 1991
Certificate of Completion, Introduction to Business and Technology
Holy Cross College, Arima, Trinidad 1985 — 1990
Caribbean Examinations Council Certificate, High School/Secondary Diplomas and Certificates
Matthew Fillion, CFP® Matthew Fillion, CFP®'s Ameriprise Financial Experience February 2008 - June 2010
Job Manager, Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank September 2015 - Present
Fifth Third Bank July 2013 - August 2015
Bernstein Global Wealth Management April 2012 - May 2013
Bernstein Global Wealth Management July 2010 - May 2013
Ameriprise Financial February 2008 - June 2010
Penmor lithographers May 2000 - February 2008
Skills
Asset Allocation, Series 7, series 66, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Finance, Financial Goals, Financial Analysis, Asset Management, Investments, Mutual Funds, Portfolio Management, Equities, Financial Modeling, Hedge Funds, Valuation, Investment Advisory
Education
The Ohio State University 2014 — 2015
Executive Certificate, Financial Planning
University of Tampa 2012 — 2013
Master of Science (M.S.), Finance
University of Southern Maine - School of Business 2005 — 2007
BS, Business Administration - Marketing
University of the Virgin Islands
Virginia Polytechnic Institute and State University
Fifth Third Bank September 2015 - Present
Fifth Third Bank July 2013 - August 2015
Bernstein Global Wealth Management April 2012 - May 2013
Bernstein Global Wealth Management July 2010 - May 2013
Ameriprise Financial February 2008 - June 2010
Penmor lithographers May 2000 - February 2008
Skills
Asset Allocation, Series 7, series 66, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Finance, Financial Goals, Financial Analysis, Asset Management, Investments, Mutual Funds, Portfolio Management, Equities, Financial Modeling, Hedge Funds, Valuation, Investment Advisory
Education
The Ohio State University 2014 — 2015
Executive Certificate, Financial Planning
University of Tampa 2012 — 2013
Master of Science (M.S.), Finance
University of Southern Maine - School of Business 2005 — 2007
BS, Business Administration - Marketing
University of the Virgin Islands
Virginia Polytechnic Institute and State University
Elisha Bejsovec Elisha Bejsovec's Ameriprise Financial Experience March 2009 - November 2009
Job Senior Campus Recruiter
Industry Financial Services
Experience
Capital One August 2011 - Present
Capital One July 2010 - August 2011
Broker Search February 2010 - July 2010
Ameriprise Financial March 2009 - November 2009
Ameriprise Financial April 2008 - March 2009
Ryan, Inc. May 2007 - April 2008
Ameriprise Financial May 2002 - May 2007
Skills
Leadership, Management, Recruiting
Education
Texas Tech University - Rawls College of Business 1997 — 2001
BA, Business Administration
Capital One August 2011 - Present
Capital One July 2010 - August 2011
Broker Search February 2010 - July 2010
Ameriprise Financial March 2009 - November 2009
Ameriprise Financial April 2008 - March 2009
Ryan, Inc. May 2007 - April 2008
Ameriprise Financial May 2002 - May 2007
Skills
Leadership, Management, Recruiting
Education
Texas Tech University - Rawls College of Business 1997 — 2001
BA, Business Administration
Melanie Palmer, CFP®'s Ameriprise Financial Experience March 2007 - July 2007
Job Portfolio Manager
Industry Investment Management
Experience
Asset One, LLC August 2010 - Present
The Ayco Company, L.P. July 2007 - July 2010
Ameriprise Financial March 2007 - July 2007
Skills
Portfolio Management, Wealth Management, Series 7, Finance, FINRA, Investment Strategies, Strategic Financial..., Estate Planning, Alternative Investments, Personal Financial..., Financial Advisory, Certified Financial..., High Net Worth..., Financial Modeling, Financial Analysis, Financial Goals, Wealth, Financial Planning
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Finance, Finance, General
High School 1997 — 2001
Asset One, LLC August 2010 - Present
The Ayco Company, L.P. July 2007 - July 2010
Ameriprise Financial March 2007 - July 2007
Skills
Portfolio Management, Wealth Management, Series 7, Finance, FINRA, Investment Strategies, Strategic Financial..., Estate Planning, Alternative Investments, Personal Financial..., Financial Advisory, Certified Financial..., High Net Worth..., Financial Modeling, Financial Analysis, Financial Goals, Wealth, Financial Planning
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Finance, Finance, General
High School 1997 — 2001
Greg Rupert's Ameriprise Financial Experience March 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2006 - Present
RBC Securities 1991 - 2006
Drexel Burnham Lambert 1984 - 1990
Education
The University of Kansas 1970 — 1973
BA, Economics
Ameriprise Financial March 2006 - Present
RBC Securities 1991 - 2006
Drexel Burnham Lambert 1984 - 1990
Education
The University of Kansas 1970 — 1973
BA, Economics
Linda Stover, CFP®, CRPC®, MBA Linda Stover, CFP®, CRPC®, MBA's Ameriprise Financial Experience January 1988 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial January 1988 - Present
Education
Xavier University 1973 — 1976
MBA, Industrial Management
The Ohio State University 1969 — 1973
BS
Ameriprise Financial January 1988 - Present
Education
Xavier University 1973 — 1976
MBA, Industrial Management
The Ohio State University 1969 — 1973
BS
Helen Dao, AAMS, CRPC Helen Dao, AAMS, CRPC's Ameriprise Financial Experience February 2006 - August 2007
Job President/Wealth Manager at Dao Financial Group
Industry Financial Services
Experience
Dao Financial Group June 2012 - Present
Guerrero CPA December 2012 - January 2015
Platinum Wealth solutions of Texas, LLC April 2011 - June 2012
Thrivent Financial for Lutherans April 2009 - April 2011
USAA September 2007 - February 2009
Ameriprise Financial February 2006 - August 2007
Clear Vision Eye Care July 2003 - July 2006
Henry S. Miller Commercial October 2003 - January 2005
Skills
Retirement Planning, Fixed Assets, Fixed Annuities, Variable Annuities, College Education..., Investments, Term Life Insurance, Variable Life, Separately Managed..., Long-term Care, Real estate investment..., Unit Investment Trusts, Whole Life, Mutual Funds, Stocks, Bonds, Municipal Bonds, SEP IRA, Simple IRA, Simple 401k plans, Roth IRA, Traditional IRA, Investment Brokerage, Alternative Investments, Series 7, Series 66, 401k, 401k Rollovers, Estate Planning, Business Planning, Business succession..., Student Financial Aid, Uniform trust to minors..., Uniform gift to minors..., Oil & gas investments, Disability Insurance, 403 b, 457 Plans, Uniform Combined State..., Constant Contact, WordPress, Certified Financial..., IRAs, Series 63, Wealth
Education
The American College 2012 — 2015
CFP
University of Houston 2001 — 2006
BBA, Finance and Marketing
Dao Financial Group June 2012 - Present
Guerrero CPA December 2012 - January 2015
Platinum Wealth solutions of Texas, LLC April 2011 - June 2012
Thrivent Financial for Lutherans April 2009 - April 2011
USAA September 2007 - February 2009
Ameriprise Financial February 2006 - August 2007
Clear Vision Eye Care July 2003 - July 2006
Henry S. Miller Commercial October 2003 - January 2005
Skills
Retirement Planning, Fixed Assets, Fixed Annuities, Variable Annuities, College Education..., Investments, Term Life Insurance, Variable Life, Separately Managed..., Long-term Care, Real estate investment..., Unit Investment Trusts, Whole Life, Mutual Funds, Stocks, Bonds, Municipal Bonds, SEP IRA, Simple IRA, Simple 401k plans, Roth IRA, Traditional IRA, Investment Brokerage, Alternative Investments, Series 7, Series 66, 401k, 401k Rollovers, Estate Planning, Business Planning, Business succession..., Student Financial Aid, Uniform trust to minors..., Uniform gift to minors..., Oil & gas investments, Disability Insurance, 403 b, 457 Plans, Uniform Combined State..., Constant Contact, WordPress, Certified Financial..., IRAs, Series 63, Wealth
Education
The American College 2012 — 2015
CFP
University of Houston 2001 — 2006
BBA, Finance and Marketing
Robert C Kovich's Ameriprise Financial Experience October 1988 - Present
Job Financial Advisor, Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services
Industry
Experience
Ameriprise Financial October 1988 - Present
Education
The University of Kansas
Ameriprise Financial October 1988 - Present
Education
The University of Kansas
Nicholas Roy, CFP®, CRPC® Nicholas Roy, CFP®, CRPC®'s Ameriprise Financial Experience September 2005 - January 2009
Job Partner | Financial Professional | CERTIFIED FINANCIAL PLANNER™ Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Somnio Financial Group January 2009 - Present
Ameriprise Financial September 2005 - January 2009
Education
The University of Connecticut School of Business
B.S., Marketing
Somnio Financial Group January 2009 - Present
Ameriprise Financial September 2005 - January 2009
Education
The University of Connecticut School of Business
B.S., Marketing
Kevin McKanna, CFP®, ChFC® Kevin McKanna, CFP®, ChFC®'s Ameriprise Financial Experience 2002 - Present
Job Financial Advisor I Senior Vice President
Industry Financial Services
Experience
Ameriprise Financial 2002 - Present
Education
University of Florida
BSBA, Finance & Economics
The American College
Chartered Financial Consultant
Ameriprise Financial 2002 - Present
Education
University of Florida
BSBA, Finance & Economics
The American College
Chartered Financial Consultant
Amy Blum's Ameriprise Financial Experience January 2008 - December 2008
Job Internal Wholesaler at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2011 - Present
Merkel Financial Services January 2009 - January 2011
Ameriprise Financial January 2008 - December 2008
Nordstrom August 2007 - June 2008
Skills
Employee Benefits, Capital Markets, Microsoft Excel, 401k, Retirement Planning, Wealth Management, Sales Management, Financial Modeling, Mutual Funds, Asset Allocation, Series 7, Account Management, Insurance, Asset Management, PowerPoint, Investment Advisory, Sales, Marketing Strategy, Portfolio Management, Investment Strategies, Separately Managed..., Customer Service, Alternative Investments, Life Insurance, Financial Services, Fixed Annuities, Microsoft Office, Estate Planning, IRAs, Securities, Marketing, Retirement, Financial Analysis, Investments, Series 63, Strategic Financial..., Salesforce.com
Education
The Ohio State University 2005 — 2009
Invesco Ltd. February 2011 - Present
Merkel Financial Services January 2009 - January 2011
Ameriprise Financial January 2008 - December 2008
Nordstrom August 2007 - June 2008
Skills
Employee Benefits, Capital Markets, Microsoft Excel, 401k, Retirement Planning, Wealth Management, Sales Management, Financial Modeling, Mutual Funds, Asset Allocation, Series 7, Account Management, Insurance, Asset Management, PowerPoint, Investment Advisory, Sales, Marketing Strategy, Portfolio Management, Investment Strategies, Separately Managed..., Customer Service, Alternative Investments, Life Insurance, Financial Services, Fixed Annuities, Microsoft Office, Estate Planning, IRAs, Securities, Marketing, Retirement, Financial Analysis, Investments, Series 63, Strategic Financial..., Salesforce.com
Education
The Ohio State University 2005 — 2009
Christoffer Dordell's Ameriprise Financial Experience March 2006 - August 2007
Job Head of International Marketing at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo May 2015 - Present
Wells Fargo December 2011 - May 2015
Wells Fargo December 2009 - December 2011
Wells Fargo December 2007 - December 2009
Wells Fargo Bank September 2007 - December 2007
Ameriprise Financial March 2006 - August 2007
UnitedHealthcare March 2000 - March 2006
Miller Meester Advertising March 1997 - March 2000
Thomson West October 1992 - March 1997
Skills
Internal Communications, Staff Management, Direct Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Strategic Planning, Corporate Communications, Customer Acquisition, Thought Leadership, Financial Services, Cross-functional Team..., Segmentation, Analytics, Interactive Marketing, Relationship Management, Email Marketing, Marketing, Strategic Communications, Loyalty Marketing, Program Management
Education
University of Kansas 1988 — 1992
B.S.
Wells Fargo May 2015 - Present
Wells Fargo December 2011 - May 2015
Wells Fargo December 2009 - December 2011
Wells Fargo December 2007 - December 2009
Wells Fargo Bank September 2007 - December 2007
Ameriprise Financial March 2006 - August 2007
UnitedHealthcare March 2000 - March 2006
Miller Meester Advertising March 1997 - March 2000
Thomson West October 1992 - March 1997
Skills
Internal Communications, Staff Management, Direct Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Strategic Planning, Corporate Communications, Customer Acquisition, Thought Leadership, Financial Services, Cross-functional Team..., Segmentation, Analytics, Interactive Marketing, Relationship Management, Email Marketing, Marketing, Strategic Communications, Loyalty Marketing, Program Management
Education
University of Kansas 1988 — 1992
B.S.
Rachel Helfinstine's Ameriprise Financial Experience April 2009 - September 2011
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2011 - Present
Ameriprise Financial April 2009 - September 2011
Ameriprise Financial September 2007 - January 2009
Skills
Finance, Financial Analysis, Insurance, Series 7, Strategic Financial..., Mutual Funds, Uniform Combined State..., Retirement Planning, Marketing, Wealth Management, Retirement, Securities, Asset Allocation
Education
Texas State University 2003 — 2007
Bachelor, Political Science
TD Ameritrade September 2011 - Present
Ameriprise Financial April 2009 - September 2011
Ameriprise Financial September 2007 - January 2009
Skills
Finance, Financial Analysis, Insurance, Series 7, Strategic Financial..., Mutual Funds, Uniform Combined State..., Retirement Planning, Marketing, Wealth Management, Retirement, Securities, Asset Allocation
Education
Texas State University 2003 — 2007
Bachelor, Political Science
Angelica Cardona Angelica Cardona's Ameriprise Financial Experience 2008 - 2008
Job Assistant Vice President, Benefit Consultant at Willis
Industry Insurance
Experience
Willis January 2012 - Present
Willis October 2010 - January 2012
Goldfinger Block Glickenhaus Dinar, LLP January 2009 - October 2010
TCNJ Campus January 2007 - March 2009
Ameriprise Financial 2008 - 2008
Sirva Relocation May 2007 - August 2007
Commerce Bank May 2005 - January 2007
Skills
Insurance, Customer Relations, Customer Service, Employee Benefits, Excel, PowerPoint, Word, Microsoft Office, Outlook, Mathematics, Marketing, Sales
Education
The College of New Jersey 2004 — 2008
Mathematics, Statistics
Willis January 2012 - Present
Willis October 2010 - January 2012
Goldfinger Block Glickenhaus Dinar, LLP January 2009 - October 2010
TCNJ Campus January 2007 - March 2009
Ameriprise Financial 2008 - 2008
Sirva Relocation May 2007 - August 2007
Commerce Bank May 2005 - January 2007
Skills
Insurance, Customer Relations, Customer Service, Employee Benefits, Excel, PowerPoint, Word, Microsoft Office, Outlook, Mathematics, Marketing, Sales
Education
The College of New Jersey 2004 — 2008
Mathematics, Statistics
Ardie Wharton's Ameriprise Financial Experience 2007 - 2008
Job Talent Acquisition Advisor: American Red Cross BioMedical
Industry Human Resources
Experience
American Red Cross December 2013 - Present
SunTrust Bank February 2013 - October 2013
Navigant July 2012 - January 2013
Wells Fargo August 2011 - March 2012
Wells Fargo January 2011 - April 2011
Ameriprise Financial 2007 - 2008
Lending Tree 2006 - 2007
Management Advisors International 2003 - 2006
Skills
Applicant Tracking..., Financial Services, Talent Acquisition, Sourcing, Internet Recruiting, Leadership, Recruiting, Banking, Onboarding, Sales, College Recruiting, Auditing, Relationship Management, Talent Management, Human Resources, Technical Recruiting, Benefits Negotiation, HRIS, Process Improvement, Vendor Management
Education
The University of Memphis 1998 — 2001
Biology PreMed
NPHS!
American Red Cross December 2013 - Present
SunTrust Bank February 2013 - October 2013
Navigant July 2012 - January 2013
Wells Fargo August 2011 - March 2012
Wells Fargo January 2011 - April 2011
Ameriprise Financial 2007 - 2008
Lending Tree 2006 - 2007
Management Advisors International 2003 - 2006
Skills
Applicant Tracking..., Financial Services, Talent Acquisition, Sourcing, Internet Recruiting, Leadership, Recruiting, Banking, Onboarding, Sales, College Recruiting, Auditing, Relationship Management, Talent Management, Human Resources, Technical Recruiting, Benefits Negotiation, HRIS, Process Improvement, Vendor Management
Education
The University of Memphis 1998 — 2001
Biology PreMed
NPHS!
Monique Miskimon's Ameriprise Financial Experience June 2015 - Present
Job Ameriprise Financial
Industry Public Relations and Communications
Experience
Ameriprise Financial June 2015 - Present
Booz Allen Hamilton December 2013 - October 2014
Space Telescope Science Institute 2006 - November 2013
Rewind Magazine 2012 - 2013
Hope Today Magazine 2010 - 2011
Community College of Baltimore County August 2010 - December 2010
Space Telescope Science Institute 2001 - 2006
Space Telescope Science Institute 1998 - 2001
Skills
Writing, Editing, Public Relations, Research, Social Media, Adobe Creative Suite, Science Communication, Strategic Communications, Graphic Design, Web Design, Copy Editing, Internal Communications, Public Speaking, Event Planning, Nonprofits, Fundraising, InDesign, Press Releases, Social Networking, WordPress, Newsletters, Publications, Copywriting, Social Media Marketing, Microsoft Office, Training, Corporate Communications, Project Management, Community Outreach
Education
University of Baltimore
Master of Arts (M.A.), Publications Design, 3.82
University of Baltimore
English, w/Specialization in Discourse and Technology, 3.79
The Community College of Baltimore County
Associate of Arts (A.A.), 4.0
Ameriprise Financial June 2015 - Present
Booz Allen Hamilton December 2013 - October 2014
Space Telescope Science Institute 2006 - November 2013
Rewind Magazine 2012 - 2013
Hope Today Magazine 2010 - 2011
Community College of Baltimore County August 2010 - December 2010
Space Telescope Science Institute 2001 - 2006
Space Telescope Science Institute 1998 - 2001
Skills
Writing, Editing, Public Relations, Research, Social Media, Adobe Creative Suite, Science Communication, Strategic Communications, Graphic Design, Web Design, Copy Editing, Internal Communications, Public Speaking, Event Planning, Nonprofits, Fundraising, InDesign, Press Releases, Social Networking, WordPress, Newsletters, Publications, Copywriting, Social Media Marketing, Microsoft Office, Training, Corporate Communications, Project Management, Community Outreach
Education
University of Baltimore
Master of Arts (M.A.), Publications Design, 3.82
University of Baltimore
English, w/Specialization in Discourse and Technology, 3.79
The Community College of Baltimore County
Associate of Arts (A.A.), 4.0
Sarah Chadwick, PMP Sarah Chadwick, PMP's Ameriprise Financial Experience July 1999 - May 2002
Job Senior IT Project Manager at Sabre Corporation
Industry Information Technology and Services
Experience
Sabre Corporation August 2015 - Present
Wilks Brothers July 2014 - August 2015
Cook Children's Health Care System July 2013 - July 2014
Cook Children's Health Care System February 2011 - July 2013
Cook Children's Health Care System January 2008 - February 2011
Cook Children's Health Care System June 2006 - January 2008
Cook Children's Health Care System December 2005 - June 2006
Palladium Consulting October 2002 - October 2003
Ameriprise Financial July 1999 - May 2002
Tangram Corporation August 1997 - July 1999
Skills
Budgeting, Hospitals, IT Management, Software Project..., Project Planning, Project Implementation, Project Execution, Project Delivery, MS Project, Resource Management, Meditech, Eclipse, Healthcare IT, Healthcare Management, Hospital Operations, Physician Relations, Financials, Office Management, Strategic Planning, Resource Development, Resource Allocation, Project Management, Software Documentation, Process Improvement, EHR, Team Building, HIPAA, Integration, Budgets, CPOE, EMR, Software Implementation, Visio, Vendor Management, SharePoint, SDLC, Physicians, Business Analysis, Requirements Analysis, Leadership, Inpatient, Healthcare Industry, Patient Safety, ITIL, PMO, Quality Improvement, JCAHO, Healthcare Information..., Informatics, Ambulatory
Education
Texas Christian University 1996 — 2000
Bachelor of Arts
Sabre Corporation August 2015 - Present
Wilks Brothers July 2014 - August 2015
Cook Children's Health Care System July 2013 - July 2014
Cook Children's Health Care System February 2011 - July 2013
Cook Children's Health Care System January 2008 - February 2011
Cook Children's Health Care System June 2006 - January 2008
Cook Children's Health Care System December 2005 - June 2006
Palladium Consulting October 2002 - October 2003
Ameriprise Financial July 1999 - May 2002
Tangram Corporation August 1997 - July 1999
Skills
Budgeting, Hospitals, IT Management, Software Project..., Project Planning, Project Implementation, Project Execution, Project Delivery, MS Project, Resource Management, Meditech, Eclipse, Healthcare IT, Healthcare Management, Hospital Operations, Physician Relations, Financials, Office Management, Strategic Planning, Resource Development, Resource Allocation, Project Management, Software Documentation, Process Improvement, EHR, Team Building, HIPAA, Integration, Budgets, CPOE, EMR, Software Implementation, Visio, Vendor Management, SharePoint, SDLC, Physicians, Business Analysis, Requirements Analysis, Leadership, Inpatient, Healthcare Industry, Patient Safety, ITIL, PMO, Quality Improvement, JCAHO, Healthcare Information..., Informatics, Ambulatory
Education
Texas Christian University 1996 — 2000
Bachelor of Arts
John R. Lung John R. Lung's Ameriprise Financial Experience July 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2009 - Present
Education
The Ohio State University Fisher College of Business 1993 — 1998
Bachelors, Finance
St. Francis de Sales 1989 — 1993
Ameriprise Financial July 2009 - Present
Education
The Ohio State University Fisher College of Business 1993 — 1998
Bachelors, Finance
St. Francis de Sales 1989 — 1993
Joe Cotten Joe Cotten's Ameriprise Financial Experience November 2010 - Present
Job Financial Advisor | Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2010 - Present
Southwest Securities June 2008 - November 2010
Skills
Due Diligence, Banking, Investment Management, Retirement Planning, Estate Planning, Financial Services, Portfolio Management, Corporate Law
Education
Texas Tech University - Rawls College of Business 1969 — 1973
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial November 2010 - Present
Southwest Securities June 2008 - November 2010
Skills
Due Diligence, Banking, Investment Management, Retirement Planning, Estate Planning, Financial Services, Portfolio Management, Corporate Law
Education
Texas Tech University - Rawls College of Business 1969 — 1973
Bachelor of Business Administration (BBA), Finance
Brian Hamilton, CFP® Brian Hamilton, CFP®'s Ameriprise Financial Experience February 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2005 - Present
Fifth Third Bank June 2003 - January 2005
Skills
Certified Financial..., CRPC, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Investment Advisory, Estate Planning, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Investment Strategies, College Education..., Portfolio Management, Securities, Financial Services, Asset Management, Financial Planning
Education
The Ohio State University 1998 — 2003
Bachelor of Science (B.S.), Computer Engineering
East Liverpool High School 1994 — 1998
Ameriprise Financial February 2005 - Present
Fifth Third Bank June 2003 - January 2005
Skills
Certified Financial..., CRPC, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Investment Advisory, Estate Planning, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Investment Strategies, College Education..., Portfolio Management, Securities, Financial Services, Asset Management, Financial Planning
Education
The Ohio State University 1998 — 2003
Bachelor of Science (B.S.), Computer Engineering
East Liverpool High School 1994 — 1998
Jake Dunlap Jake Dunlap's Ameriprise Financial Experience January 2006 - February 2009
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. 2009 - July 2014
Ameriprise Financial January 2006 - February 2009
Ameriprise Financial Advisors July 2003 - January 2006
Ameriprise Financial Services, Inc. September 1997 - January 2003
RB&H June 1995 - June 1997
Skills
Leadership, Recruiting, Leadership Development, Financial Advisory, Finance, Time Management, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Advisory, Investments, Securities
Education
Texas Tech University - Rawls College of Business 1992 — 1997
BA, Finance and Economics
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. 2009 - July 2014
Ameriprise Financial January 2006 - February 2009
Ameriprise Financial Advisors July 2003 - January 2006
Ameriprise Financial Services, Inc. September 1997 - January 2003
RB&H June 1995 - June 1997
Skills
Leadership, Recruiting, Leadership Development, Financial Advisory, Finance, Time Management, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Advisory, Investments, Securities
Education
Texas Tech University - Rawls College of Business 1992 — 1997
BA, Finance and Economics
Timothy Dyess, CFP® Timothy Dyess, CFP®'s Ameriprise Financial Experience March 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 1996 - Present
Education
Texas Tech University 1977 — 1981
BS, Mechanical Engineering
Ameriprise Financial March 1996 - Present
Education
Texas Tech University 1977 — 1981
BS, Mechanical Engineering
Jeric Wisecup, CRPC Jeric Wisecup, CRPC's Ameriprise Financial Experience August 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial August 1999 - Present
Education
The Ohio State University 1994 — 1999
Family Resource Management, Finance
Carlisle 1990 — 1994
High School Diploma
Ameriprise Financial August 1999 - Present
Education
The Ohio State University 1994 — 1999
Family Resource Management, Finance
Carlisle 1990 — 1994
High School Diploma
Jeremy Smythe Jeremy Smythe's Ameriprise Financial Experience July 2003 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2003 - Present
Education
The Ohio State University 1998 — 2003
B.S., Family Resource Management
Ameriprise Financial July 2003 - Present
Education
The Ohio State University 1998 — 2003
B.S., Family Resource Management
Thomas McMillen, MBA's Ameriprise Financial Experience July 1994 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1994 - Present
Education
University of Kansas
BA, MBA
Ameriprise Financial July 1994 - Present
Education
University of Kansas
BA, MBA
Todd O'Neil Todd O'Neil's Ameriprise Financial Experience January 1999 - Present
Job Private Wealth Advisor at Cardinal Pointe Financial Group, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1999 - Present
Olde Discount Stockbrokers May 1995 - January 1999
Education
University of Louisville 1991 — 1995
Economics
St. Gabriel
The American College
Chartered Financial Consultant designation
Trinity High School
Ameriprise Financial January 1999 - Present
Olde Discount Stockbrokers May 1995 - January 1999
Education
University of Louisville 1991 — 1995
Economics
St. Gabriel
The American College
Chartered Financial Consultant designation
Trinity High School
Patrick Henk Patrick Henk's Ameriprise Financial Experience October 2008 - January 2011
Job Manager, Strategy & Business Development at Trinity Industries
Industry Financial Services
Experience
Trinity Industries, Inc. January 2015 - Present
Trinity Industries July 2013 - December 2014
Trinity Industries, Inc. January 2011 - July 2013
Ameriprise Financial October 2008 - January 2011
Lockton Dunning Benefits June 2007 - August 2008
Skills
Financial modeling &..., Financial Analysis, Financial Modeling, Financial Reporting, Investments, Project Management, Valuation, Finance, Business Strategy, Analysis, Portfolio Management, Microsoft Excel
Education
Texas Christian University 2006 — 2010
Neeley School of Business BBA, Finance/Real Estate
Highland Park High School 2002 — 2006
Trinity Industries, Inc. January 2015 - Present
Trinity Industries July 2013 - December 2014
Trinity Industries, Inc. January 2011 - July 2013
Ameriprise Financial October 2008 - January 2011
Lockton Dunning Benefits June 2007 - August 2008
Skills
Financial modeling &..., Financial Analysis, Financial Modeling, Financial Reporting, Investments, Project Management, Valuation, Finance, Business Strategy, Analysis, Portfolio Management, Microsoft Excel
Education
Texas Christian University 2006 — 2010
Neeley School of Business BBA, Finance/Real Estate
Highland Park High School 2002 — 2006
John Corey, CFP® John Corey, CFP®'s Ameriprise Financial Experience November 1989 - Present
Job Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ professional |Ameriprise Financial, Inc.|West Point Admissions Rep
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1989 - Present
Ameriprise Financial November 1989 - Present
United States Military Academy March 1989 - Present
US Army June 1974 - August 2002
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance, Economics, Marketing
United States Military Academy at West Point 1970 — 1974
Bachelor of Science
St. Patrick High School, Chicago, IL 1966 — 1970
H.S. Diploma
Ameriprise Financial Services, Inc. November 1989 - Present
Ameriprise Financial November 1989 - Present
United States Military Academy March 1989 - Present
US Army June 1974 - August 2002
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance, Economics, Marketing
United States Military Academy at West Point 1970 — 1974
Bachelor of Science
St. Patrick High School, Chicago, IL 1966 — 1970
H.S. Diploma
Mark S. Rodriguez Mark S. Rodriguez's Ameriprise Financial Experience June 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Ameriprise Financial September 2007 - June 2010
MGL Consulting 2005 - 2007
American Express Financial Advisors May 2000 - July 2004
Prudential Financial 1998 - 1999
Texas State Securities Board 1995 - 1998
Education
Texas State University-San Marcos 1987 — 1992
Bachelor of Administration, Accouting
Ameriprise Financial June 2010 - Present
Ameriprise Financial September 2007 - June 2010
MGL Consulting 2005 - 2007
American Express Financial Advisors May 2000 - July 2004
Prudential Financial 1998 - 1999
Texas State Securities Board 1995 - 1998
Education
Texas State University-San Marcos 1987 — 1992
Bachelor of Administration, Accouting
Danny Blevins's Ameriprise Financial Experience May 1992 - Present
Job Financial Advisor, CFP®
Industry Financial Services
Experience
Ameriprise Financial May 1992 - Present
Education
Texas Tech University
BBA, Marketing
Ameriprise Financial May 1992 - Present
Education
Texas Tech University
BBA, Marketing
Jim Hanna, CFP, MBA's Ameriprise Financial Experience June 1994 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 1994 - Present
Education
University of Kansas - Graduate School of Business 1993 — 1994
M.B.A., Business Administration
The University of Kansas 1988 — 1992
B.A.
Emporia High School 1984 — 1988
Ameriprise Financial June 1994 - Present
Education
University of Kansas - Graduate School of Business 1993 — 1994
M.B.A., Business Administration
The University of Kansas 1988 — 1992
B.A.
Emporia High School 1984 — 1988
Laurie Trousil Laurie Trousil's Ameriprise Financial Experience September 2009 - December 2012
Job Manager, Diversity & Inclusion at St. Jude Medical
Industry Financial Services
Experience
St. Jude Medical December 2013 - Present
Cargill December 2012 - December 2013
Bayada Nurses November 2000 - December 2013
Ameriprise Financial September 2009 - December 2012
MultiCultural Development Center (MCDC) July 2001 - August 2009
Orouba Language School, Ma'adi June 1995 - August 2000
Skills
Editing, Recruiting, Management, Research, Diversity Training, Public Speaking, Leadership Development, Training, Leadership, Customer Service, Coaching, Marketing, Budgets, Onboarding, Nonprofits, Teaching, Community Outreach, Diversity & Inclusion, Program Management, Talent Acquisition, Employee Relations, Organizational..., Program Development, Applicant Tracking..., College Recruiting, Strategic Planning, Organizational..., Process Improvement
Education
The American University in Cairo 1992 — 1995
M.A., Political Science
University of Minnesota-Morris 1988 — 1992
B.A., French and International Relations
Bridgeworks Training
Generations in the Workplace
Conference Board Council
St. Jude Medical December 2013 - Present
Cargill December 2012 - December 2013
Bayada Nurses November 2000 - December 2013
Ameriprise Financial September 2009 - December 2012
MultiCultural Development Center (MCDC) July 2001 - August 2009
Orouba Language School, Ma'adi June 1995 - August 2000
Skills
Editing, Recruiting, Management, Research, Diversity Training, Public Speaking, Leadership Development, Training, Leadership, Customer Service, Coaching, Marketing, Budgets, Onboarding, Nonprofits, Teaching, Community Outreach, Diversity & Inclusion, Program Management, Talent Acquisition, Employee Relations, Organizational..., Program Development, Applicant Tracking..., College Recruiting, Strategic Planning, Organizational..., Process Improvement
Education
The American University in Cairo 1992 — 1995
M.A., Political Science
University of Minnesota-Morris 1988 — 1992
B.A., French and International Relations
Bridgeworks Training
Generations in the Workplace
Conference Board Council
Ben Saukko's Ameriprise Financial Experience 2008 - 2009
Job
Industry Business Supplies and Equipment
Experience
AmeriPride Services August 2011 - Present
University of Minnesota 2009 - Present
Concordia Creative Learning Academy August 2011 - August 2012
Ricoh Business Solutions December 2010 - July 2011
Wells Fargo January 2010 - November 2010
Ameriprise Financial 2008 - 2009
Weber Shandwick 2004 - 2008
Fingerhut 1999 - 2003
ACA International 1997 - 1999
Allina Health System 1996 - 1997
Skills
Strategic Communications, Integrated Marketing, Financial Communications, New Media, Leadership, Corporate Communications, Reputation Management, Internal Communications, Crisis Communications, Media Relations, Marketing Communications, Public Relations, Speech Writing, Communication Training, Message Development, Marketing Strategy, Event Planning, Direct Marketing, Management, Strategic Planning, Advertising, Newsletters, Strategy, Social Media, Event Management, Marketing, Corporate Branding, Publicity
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA
University of Minnesota-Twin Cities 1993 — 1996
BA
The College of St. Scholastica 1992 — 1993
AmeriPride Services August 2011 - Present
University of Minnesota 2009 - Present
Concordia Creative Learning Academy August 2011 - August 2012
Ricoh Business Solutions December 2010 - July 2011
Wells Fargo January 2010 - November 2010
Ameriprise Financial 2008 - 2009
Weber Shandwick 2004 - 2008
Fingerhut 1999 - 2003
ACA International 1997 - 1999
Allina Health System 1996 - 1997
Skills
Strategic Communications, Integrated Marketing, Financial Communications, New Media, Leadership, Corporate Communications, Reputation Management, Internal Communications, Crisis Communications, Media Relations, Marketing Communications, Public Relations, Speech Writing, Communication Training, Message Development, Marketing Strategy, Event Planning, Direct Marketing, Management, Strategic Planning, Advertising, Newsletters, Strategy, Social Media, Event Management, Marketing, Corporate Branding, Publicity
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA
University of Minnesota-Twin Cities 1993 — 1996
BA
The College of St. Scholastica 1992 — 1993
Rosalind Haapajoki Rosalind Haapajoki's Ameriprise Financial Experience 2011 - Present
Job Financial Advisor, Pinnacle Private Wealth Group of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Pinnacle Private Wealth Group of Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial 2011 - Present
Usbancorp Investment Inc June 1972 - January 2010
Education
Willmar State Junior College 1967 — 1969
Brooten High School 1965 — 1967
The College of St. Scholastica
Pinnacle Private Wealth Group of Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial 2011 - Present
Usbancorp Investment Inc June 1972 - January 2010
Education
Willmar State Junior College 1967 — 1969
Brooten High School 1965 — 1967
The College of St. Scholastica
Henry Wasserman Henry Wasserman's Ameriprise Financial Experience September 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2010 - Present
Morgan Stanley Smith Barney December 2001 - September 2010
Education
The American College 2005 — 2006
Certified Financial Planning Courses
Ameriprise Financial September 2010 - Present
Morgan Stanley Smith Barney December 2001 - September 2010
Education
The American College 2005 — 2006
Certified Financial Planning Courses
Sam L. Rinehart, CFP, CLU Sam L. Rinehart, CFP, CLU's Ameriprise Financial Experience June 1987 - Present
Job Private Wealth Advisor at Amerprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1987 - Present
Ameriprise Financial June 1987 - Present
Education
Chaminade High School
Chaminade High School
The American College
CLU
Wright State University
B.S, Business Administration
Ameriprise Financial Services, Inc. June 1987 - Present
Ameriprise Financial June 1987 - Present
Education
Chaminade High School
Chaminade High School
The American College
CLU
Wright State University
B.S, Business Administration
Gregory Allison's Ameriprise Financial Experience May 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2000 - Present
Education
The University of Kansas 1995 — 1999
B.G.S., Psychology
Ameriprise Financial May 2000 - Present
Education
The University of Kansas 1995 — 1999
B.G.S., Psychology
Tim Bonar's Ameriprise Financial Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1996 - March 2009
Education
The University of Akron 1988 — 2019
Bachelor's Degree Business Administration, Finance and Financial Management Services
The University of Akron 1987 — 1994
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1996 - March 2009
Education
The University of Akron 1988 — 2019
Bachelor's Degree Business Administration, Finance and Financial Management Services
The University of Akron 1987 — 1994
Bachelor of Business Administration (BBA), Finance
Aaron Zimmer, CFP® Aaron Zimmer, CFP®'s Ameriprise Financial Experience 2004 - 2006
Job Certified Financial Planner with Capital Wealth Advisory Group
Industry Financial Services
Experience
Ameriprise Financial Advisors October 2002 - Present
Ameriprise Financial 2004 - 2006
State Farm Insurance 2000 - 2002
Target 1999 - 2002
Education
University of Wisconsin-River Falls 1999 — 2002
Bachelor Degree, Business Administration - Finance
University of Wisconsin-Platteville 1996 — 1997
BBA, Finance
The American College
Certified Financial Planner, Finance
Western Wisconsin Technical College
Ameriprise Financial Advisors October 2002 - Present
Ameriprise Financial 2004 - 2006
State Farm Insurance 2000 - 2002
Target 1999 - 2002
Education
University of Wisconsin-River Falls 1999 — 2002
Bachelor Degree, Business Administration - Finance
University of Wisconsin-Platteville 1996 — 1997
BBA, Finance
The American College
Certified Financial Planner, Finance
Western Wisconsin Technical College
Bryant Caveness, CFP®'s Ameriprise Financial Experience January 2001 - Present
Job Financial Advisor & Certified Financial Planner tm Professional
Industry Financial Services
Experience
Ameriprise Financial January 2001 - Present
Morgan Stanley April 1999 - December 2001
Eastman Chemical April 1996 - April 1999
Nanya Plastics May 1993 - April 1996
DuPont January 1989 - February 1992
Education
The American College 2009 — 2011
CFP, Certified Financial Planner
Clemson University 1988 — 1993
BSME, Mechanical Engineering
South Aiken 1985 — 1988
Ameriprise Financial January 2001 - Present
Morgan Stanley April 1999 - December 2001
Eastman Chemical April 1996 - April 1999
Nanya Plastics May 1993 - April 1996
DuPont January 1989 - February 1992
Education
The American College 2009 — 2011
CFP, Certified Financial Planner
Clemson University 1988 — 1993
BSME, Mechanical Engineering
South Aiken 1985 — 1988
Robert Reed Mendelson Jr. CFP®'s Ameriprise Financial Experience 2008 - Present
Job Financial Advisor/ Vice President
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
AG Edwards 1982 - 2007
Education
george washington univ. 1970 — 1972
ba, political science
The George Washington University 1969 — 1972
Ameriprise Financial 2008 - Present
AG Edwards 1982 - 2007
Education
george washington univ. 1970 — 1972
ba, political science
The George Washington University 1969 — 1972
Lorrie Hess Lorrie Hess's Ameriprise Financial Experience March 1997 - March 2011
Job Professional Speaker at Lorrie A Hess
Industry Professional Training & Coaching
Experience
Lorrie A Hess March 2011 - Present
Lorrie A Hess January 2011 - Present
The Coaches Training Institute December 2011 - July 2013
Ameriprise Financial Services, Inc. March 1997 - April 2011
Ameriprise Financial March 1997 - March 2011
Corporate Systems Inc December 1989 - March 1995
Skills
Public Speaking, Team Building, Financial Planning, Leadership Development, Small Business, Motivating People, Life Coaching, Business Coaching, Trade Show Presentations, Motivation, Motivational Speaking, Entrepreneurship, Strategy, Marketing, Fundraising, Coaching, Personal Development, Nonprofits, Executive Coaching, Strategic Planning, Strategic Financial..., Leadership, Emotional Intelligence, Training, Time Management, Organizational..., Budgets, Management Consulting, Program Management, Management, Career Development, Staff Development
Education
LTASB 2012 — 2013
Coaches Training Institute 2011 — 2011
Gillespie County Leadership Class of 1998 1997 — 1998
Texas Tech University - Rawls College of Business 1988 — 1989
M.B.A., Finance
Texas Tech University 1983 — 1986
B.S., Merchandising
Lorrie A Hess March 2011 - Present
Lorrie A Hess January 2011 - Present
The Coaches Training Institute December 2011 - July 2013
Ameriprise Financial Services, Inc. March 1997 - April 2011
Ameriprise Financial March 1997 - March 2011
Corporate Systems Inc December 1989 - March 1995
Skills
Public Speaking, Team Building, Financial Planning, Leadership Development, Small Business, Motivating People, Life Coaching, Business Coaching, Trade Show Presentations, Motivation, Motivational Speaking, Entrepreneurship, Strategy, Marketing, Fundraising, Coaching, Personal Development, Nonprofits, Executive Coaching, Strategic Planning, Strategic Financial..., Leadership, Emotional Intelligence, Training, Time Management, Organizational..., Budgets, Management Consulting, Program Management, Management, Career Development, Staff Development
Education
LTASB 2012 — 2013
Coaches Training Institute 2011 — 2011
Gillespie County Leadership Class of 1998 1997 — 1998
Texas Tech University - Rawls College of Business 1988 — 1989
M.B.A., Finance
Texas Tech University 1983 — 1986
B.S., Merchandising
Ari Spectorman ChFC®,CFP®,CIMA® Ari Spectorman ChFC®,CFP®,CIMA®'s Ameriprise Financial Experience July 1996 - Present
Job Private Wealth Advisor, The Doylestown Private Wealth Group
Industry Financial Services
Experience
Ameriprise Financial July 1996 - Present
Freefall, Inc. December 1989 - December 1995
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA certification, Investment Management
The American College 1997 — 1998
CFP certificant, Financial Planning
University at Buffalo 1979 — 1983
BA, Psychology and Sociology
Ameriprise Financial July 1996 - Present
Freefall, Inc. December 1989 - December 1995
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA certification, Investment Management
The American College 1997 — 1998
CFP certificant, Financial Planning
University at Buffalo 1979 — 1983
BA, Psychology and Sociology
David Hare, CFP, CLU David Hare, CFP, CLU's Ameriprise Financial Experience June 2008 - March 2009
Job Regional Director of Advice at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2008 - March 2009
Lenox Wealth Management December 2006 - April 2008
Fifth Third Securities October 2005 - January 2007
Huntington National Bank August 2004 - October 2005
Hare Financial Services April 1995 - August 2004
Skills
Series 63, CLU, Annuity, Health, Series 7, CRM, Fixed Annuities, Insurance, Leadership, Sales Operations
Education
The University of Findlay 1991 — 1993
BA, Marketing
Cincinnati College of Mortuary Science 1986 — 1987
AAAS, Mortuary Science
University of Dayton 1984 — 1986
Fostoria High School 1980 — 1984
Ameriprise Financial June 2008 - March 2009
Lenox Wealth Management December 2006 - April 2008
Fifth Third Securities October 2005 - January 2007
Huntington National Bank August 2004 - October 2005
Hare Financial Services April 1995 - August 2004
Skills
Series 63, CLU, Annuity, Health, Series 7, CRM, Fixed Annuities, Insurance, Leadership, Sales Operations
Education
The University of Findlay 1991 — 1993
BA, Marketing
Cincinnati College of Mortuary Science 1986 — 1987
AAAS, Mortuary Science
University of Dayton 1984 — 1986
Fostoria High School 1980 — 1984
Bryan Dickens Bryan Dickens's Ameriprise Financial Experience August 2009 - April 2011
Job Lean Manufacturing and Procurement
Industry Logistics and Supply Chain
Experience
Swagelok May 2015 - Present
Swagelok September 2013 - May 2015
Swagelok November 2012 - September 2013
Transtar Industries September 2012 - November 2012
Chandler Marketing Group October 2011 - April 2012
Ameriprise Financial August 2009 - April 2011
American Cancer Society Relay For Life January 2009 - January 2011
Education
The University of Akron 2009 — 2011
MBA, Business Administration and Management, General, GPA 3.74
The University of Akron 2003 — 2007
Bachelor of Arts, Psychology
South Range 1998 — 2001
Swagelok May 2015 - Present
Swagelok September 2013 - May 2015
Swagelok November 2012 - September 2013
Transtar Industries September 2012 - November 2012
Chandler Marketing Group October 2011 - April 2012
Ameriprise Financial August 2009 - April 2011
American Cancer Society Relay For Life January 2009 - January 2011
Education
The University of Akron 2009 — 2011
MBA, Business Administration and Management, General, GPA 3.74
The University of Akron 2003 — 2007
Bachelor of Arts, Psychology
South Range 1998 — 2001
Nicole Handeland's Ameriprise Financial Experience December 2006 - August 2010
Job Director of Office Atmosphere at Chez Handeland
Industry Events Services
Experience
Chez Handeland January 2011 - Present
Ameriprise Financial December 2006 - August 2010
Grand View Lodge Resort October 1999 - October 2006
Education
The University of Kansas 1993 — 1997
BGS, Communications
Chez Handeland January 2011 - Present
Ameriprise Financial December 2006 - August 2010
Grand View Lodge Resort October 1999 - October 2006
Education
The University of Kansas 1993 — 1997
BGS, Communications
Corey Beckerman Corey Beckerman's Ameriprise Financial Experience September 1999 - November 2000
Job VPBusiness Intelligence at AB
Industry Financial Services
Experience
AB May 2015 - Present
AllianceBernstein May 2011 - May 2015
Legg Mason January 2005 - April 2011
JP Morgan Chase July 2003 - January 2005
AIG SunAmerica March 2001 - July 2003
Ameriprise Financial September 1999 - November 2000
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Alternative Investments, Investment Strategies, Strategic Sales..., Equities, Uniform Combined State..., MicroStrategy Reporting, Salesforce.com, Microsoft Excel, Coates Analytics, Series 24, Market Metrics, Tableau
Education
The Ohio State University 1994 — 1999
BS
AB May 2015 - Present
AllianceBernstein May 2011 - May 2015
Legg Mason January 2005 - April 2011
JP Morgan Chase July 2003 - January 2005
AIG SunAmerica March 2001 - July 2003
Ameriprise Financial September 1999 - November 2000
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Alternative Investments, Investment Strategies, Strategic Sales..., Equities, Uniform Combined State..., MicroStrategy Reporting, Salesforce.com, Microsoft Excel, Coates Analytics, Series 24, Market Metrics, Tableau
Education
The Ohio State University 1994 — 1999
BS
Bruce M. Shahan, CFP® Bruce M. Shahan, CFP®'s Ameriprise Financial Experience April 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 1998 - Present
Education
The Ohio State University 1989 — 1991
M.A.
Western Kentucky University 1984 — 1988
B.S.
Ameriprise Financial April 1998 - Present
Education
The Ohio State University 1989 — 1991
M.A.
Western Kentucky University 1984 — 1988
B.S.
Graham Skinner's Ameriprise Financial Experience August 1998 - July 2010
Job Business Growth Strategist & Author
Industry Marketing and Advertising
Experience
Grahamsthe1ForBusiness July 2010 - Present
Master-Mind Alliance Chico August 2009 - Present
BNI October 2006 - December 2010
Ameriprise Financial August 1998 - July 2010
Graham Skinner 1989 - 1998
Panavision, Inc. 1985 - 1989
Skills
Certified Personal Coach, Certified Master NLP..., Coaching, Small Business, Leadership Development, Customer Relations, Customer Service, Business Strategy, Mentoring, Strategy, Public Speaking, Leadership, Marketing, Start-ups, Management Consulting, Management, New Business Development, Business Planning, Training, Strategic Planning, Sales Management, Public Relations, Entrepreneurship, Business Networking, Sales, Personal Coaching, Team Building, Budgets, Marketing Strategy, NLP, Program Management, Social Networking, Insurance, Social Media, Nonprofits, Motivational Speaking, Team Leadership, Networking, Fundraising, Executive Coaching, Finance, Analysis, Workshop Facilitation, Time Management, Business Coaching, Strategic Financial..., Online Marketing, Negotiation, Change Management, Business Development
Education
The American College 2007 — 2009
Chartered Advisor for Senior Living (CASL)
The American College 2001 — 2003
Chartered Financial Consultant (ChFC)
Woolwich Polytechnic 1969 — 1970
Grahamsthe1ForBusiness July 2010 - Present
Master-Mind Alliance Chico August 2009 - Present
BNI October 2006 - December 2010
Ameriprise Financial August 1998 - July 2010
Graham Skinner 1989 - 1998
Panavision, Inc. 1985 - 1989
Skills
Certified Personal Coach, Certified Master NLP..., Coaching, Small Business, Leadership Development, Customer Relations, Customer Service, Business Strategy, Mentoring, Strategy, Public Speaking, Leadership, Marketing, Start-ups, Management Consulting, Management, New Business Development, Business Planning, Training, Strategic Planning, Sales Management, Public Relations, Entrepreneurship, Business Networking, Sales, Personal Coaching, Team Building, Budgets, Marketing Strategy, NLP, Program Management, Social Networking, Insurance, Social Media, Nonprofits, Motivational Speaking, Team Leadership, Networking, Fundraising, Executive Coaching, Finance, Analysis, Workshop Facilitation, Time Management, Business Coaching, Strategic Financial..., Online Marketing, Negotiation, Change Management, Business Development
Education
The American College 2007 — 2009
Chartered Advisor for Senior Living (CASL)
The American College 2001 — 2003
Chartered Financial Consultant (ChFC)
Woolwich Polytechnic 1969 — 1970
Weston Croft's Ameriprise Financial Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
Wells Fargo Advisors December 2002 - May 2009
Skills
Series 7, Financial Analysis, Investments, Business Strategy, Asset Allocation, Strategic Financial..., Asset Management, Sales, Financial Services, Finance, Retirement Planning, Financial Advisory, Capital Markets, Wealth Management, Portfolio Management, Strategy, Insurance, Leadership, New Business Development, Wealth Accumulation, Estate Planning, Financial Modeling, Equity Research, Managing Accounts, Defined Benefit
Education
The University of Georgia 1978 — 1979
ABJ, Journalism
University of Virginia 1970 — 1974
BA, History
Ameriprise Financial May 2009 - Present
Wells Fargo Advisors December 2002 - May 2009
Skills
Series 7, Financial Analysis, Investments, Business Strategy, Asset Allocation, Strategic Financial..., Asset Management, Sales, Financial Services, Finance, Retirement Planning, Financial Advisory, Capital Markets, Wealth Management, Portfolio Management, Strategy, Insurance, Leadership, New Business Development, Wealth Accumulation, Estate Planning, Financial Modeling, Equity Research, Managing Accounts, Defined Benefit
Education
The University of Georgia 1978 — 1979
ABJ, Journalism
University of Virginia 1970 — 1974
BA, History
Daniel Radosevich, CRPC® Daniel Radosevich, CRPC®'s Ameriprise Financial Experience July 2004 - February 2009
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust Portfolios L.P. November 2014 - Present
J.P. Morgan Asset Management January 2012 - October 2014
John Hancock Life Insurance Company (U.S.A.) March 2009 - December 2011
Ameriprise Financial July 2004 - February 2009
Skills
Series 7, Economic Knowledge, Mutual Funds, Retirement Planning, Wholesaler, 401k, Investment Advisory, Fiduciary, Uniform Combined State..., Series 6, Retirement, Strategic Financial..., Financial Services, Pensions, Defined Benefit, ETFs, Asset Allocation, Asset Management, Securities, Structured Investments, Life Insurance, Public Speaking, Defined Contribution, Alternative Investments, Employee Benefits, Business Planning, Variable Annuities, Financial Advisory, ERISA, CRPC, Fixed Income, Sales Process, Capital Markets, Investment Management, IRAs, FINRA, Insurance, Investments, Series 66, 404 Compliance, New Business Development, Retirement Benefits, Key Account Management, Personal Budgeting, Unit Investment Trusts, Retirement Plan..., 529 Plans, Consultative Sales..., Financial Planning, Finance
Education
The Ohio State University 2000 — 2004
Bachelor of Science in Business Administration, Finance
First Trust Portfolios L.P. November 2014 - Present
J.P. Morgan Asset Management January 2012 - October 2014
John Hancock Life Insurance Company (U.S.A.) March 2009 - December 2011
Ameriprise Financial July 2004 - February 2009
Skills
Series 7, Economic Knowledge, Mutual Funds, Retirement Planning, Wholesaler, 401k, Investment Advisory, Fiduciary, Uniform Combined State..., Series 6, Retirement, Strategic Financial..., Financial Services, Pensions, Defined Benefit, ETFs, Asset Allocation, Asset Management, Securities, Structured Investments, Life Insurance, Public Speaking, Defined Contribution, Alternative Investments, Employee Benefits, Business Planning, Variable Annuities, Financial Advisory, ERISA, CRPC, Fixed Income, Sales Process, Capital Markets, Investment Management, IRAs, FINRA, Insurance, Investments, Series 66, 404 Compliance, New Business Development, Retirement Benefits, Key Account Management, Personal Budgeting, Unit Investment Trusts, Retirement Plan..., 529 Plans, Consultative Sales..., Financial Planning, Finance
Education
The Ohio State University 2000 — 2004
Bachelor of Science in Business Administration, Finance
Violetta Terpeluk's Ameriprise Financial Experience December 2002 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial December 2002 - Present
PricewaterhouseCoopers December 1999 - December 2001
Shandwick International December 1995 - December 1997
Bank of China International December 1993 - December 1995
Skills
Small Business, Financial Planning, Finance, Retirement, Retirement Planning, Management, Strategic Planning, Public Speaking, Portfolio Management, Team Building
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
M.B.A., Corporate Strategy
The Chinese University of Hong Kong 1989 — 1993
B.B.A., Marketing
Ameriprise Financial December 2002 - Present
PricewaterhouseCoopers December 1999 - December 2001
Shandwick International December 1995 - December 1997
Bank of China International December 1993 - December 1995
Skills
Small Business, Financial Planning, Finance, Retirement, Retirement Planning, Management, Strategic Planning, Public Speaking, Portfolio Management, Team Building
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
M.B.A., Corporate Strategy
The Chinese University of Hong Kong 1989 — 1993
B.B.A., Marketing
Christy Bordas Christy Bordas's Ameriprise Financial Experience March 2010 - September 2010
Job Vice President of Sales at Warrantech
Industry Insurance
Experience
Warrantech July 2013 - Present
America First Capital Management December 2011 - August 2013
Octavus Group February 2011 - September 2011
Ameriprise Financial March 2010 - September 2010
Genworth Financial March 2005 - March 2010
Allianz 2001 - 2005
KeyBanc Capital Markets November 1998 - August 2001
Skills
Series 63, Series 24, Series 7, Mutual Funds, Annuities, Alternative Investments, Investments, Wholesaling, Fixed Annuities, Series 6, Retirement Planning, Wholesale, Wealth Management..., Variable Annuities, Sales, Investment Advisory, Retirement, Fixed Income, 401k Rollovers, Hedge Funds, Pensions, ETFs, Retirement Plan..., IRAs, Wealth, Wealth Management, Insurance, Long Term Care Insurance, Investment Strategies, Asset Allocation, Life Insurance, Uniform Combined State..., Securities, 401k, Investment Management, Disability Insurance, Life & Health Insurance..., Strategic Financial..., Equities, Separately Managed..., Portfolio Management, Financial Advisory, Estate Planning, Financial Planners, FINRA, Bonds, Long-term Care, Asset Management, Series 65, Financial Services
Education
The Ohio State University
Warrantech July 2013 - Present
America First Capital Management December 2011 - August 2013
Octavus Group February 2011 - September 2011
Ameriprise Financial March 2010 - September 2010
Genworth Financial March 2005 - March 2010
Allianz 2001 - 2005
KeyBanc Capital Markets November 1998 - August 2001
Skills
Series 63, Series 24, Series 7, Mutual Funds, Annuities, Alternative Investments, Investments, Wholesaling, Fixed Annuities, Series 6, Retirement Planning, Wholesale, Wealth Management..., Variable Annuities, Sales, Investment Advisory, Retirement, Fixed Income, 401k Rollovers, Hedge Funds, Pensions, ETFs, Retirement Plan..., IRAs, Wealth, Wealth Management, Insurance, Long Term Care Insurance, Investment Strategies, Asset Allocation, Life Insurance, Uniform Combined State..., Securities, 401k, Investment Management, Disability Insurance, Life & Health Insurance..., Strategic Financial..., Equities, Separately Managed..., Portfolio Management, Financial Advisory, Estate Planning, Financial Planners, FINRA, Bonds, Long-term Care, Asset Management, Series 65, Financial Services
Education
The Ohio State University
Drew Rust's Ameriprise Financial Experience 2007 - 2009
Job Partner at Tengu Capital, LLC
Industry Real Estate
Experience
Tengu Capital, LLC April 2013 - Present
Covenant Capital Management September 2009 - March 2013
RiverSource Distributors April 2007 - September 2009
Riversource April 2007 - May 2009
RIVERSOURCE DISTRIBUTORS, INC April 2007 - May 2009
RiverSource Investments 2007 - 2009
Ameriprise Financial 2007 - 2009
Victory Capital Management June 2003 - April 2007
2003 toVICTORY CAPITAL MANAGEMEN, INC June 2003 - April 2007
PARTNERS, LLC January 1999 - June 2003
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Hedge Funds, Public Speaking, Investments, Relationship Management
Education
The University of Kansas 1991 — 1995
BA, Business Communications
University of Kansas, BGS Organizational Communications 1991 — 1995
East High School 1989 — 1991
Colorado Academy 1979 — 1989
Series 3, 6, 7, 30, 63
Tengu Capital, LLC April 2013 - Present
Covenant Capital Management September 2009 - March 2013
RiverSource Distributors April 2007 - September 2009
Riversource April 2007 - May 2009
RIVERSOURCE DISTRIBUTORS, INC April 2007 - May 2009
RiverSource Investments 2007 - 2009
Ameriprise Financial 2007 - 2009
Victory Capital Management June 2003 - April 2007
2003 toVICTORY CAPITAL MANAGEMEN, INC June 2003 - April 2007
PARTNERS, LLC January 1999 - June 2003
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Hedge Funds, Public Speaking, Investments, Relationship Management
Education
The University of Kansas 1991 — 1995
BA, Business Communications
University of Kansas, BGS Organizational Communications 1991 — 1995
East High School 1989 — 1991
Colorado Academy 1979 — 1989
Series 3, 6, 7, 30, 63
Brad Benson Brad Benson's Ameriprise Financial Experience March 2010 - Present
Job Leadership Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial March 2010 - Present
Ameriprise Financial November 1995 - April 2008
Education
The University of North Dakota 1982 — 1986
BA, Psychology
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial March 2010 - Present
Ameriprise Financial November 1995 - April 2008
Education
The University of North Dakota 1982 — 1986
BA, Psychology
Rick Gomez Rick Gomez's Ameriprise Financial Experience August 2005 - May 2007
Job Financial Advisor/Sales Manager at Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group December 2012 - Present
MetLife May 2007 - December 2012
Ameriprise Financial August 2005 - May 2007
Skills
Securities, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mortgage Lending, Term Life Insurance, Series 7, Finance, Retirement, Uniform Combined State..., Long-term Care, Personal Finance, 401k, Financial Services, Series 63, Financial Advisory, Small Business, Health Insurance, Employee Benefits, Asset Allocation, Investment Advisory, Estate Planning, Financial Planners, Relationship Management, Investment Strategies, Portfolio Management, Sales, Leadership, Asset Management, Long Term Care Insurance, IRAs, Wealth, General Insurance, Critical Illness, Risk Management, Universal Life, Financial Risk, Pensions, Brokers, FINRA, Equities, Financial Analysis, Whole Life, Business
Education
Univeristy of Texas at San Antonio, San Antonio TX 2001 — 2004
Accounting, Finance, Economics
Texas Lutheran 1999 — 2001
Accounting, Finance, Economics, Deans List
Weslaco Highschool 1995 — 1999
Lincoln Financial Group December 2012 - Present
MetLife May 2007 - December 2012
Ameriprise Financial August 2005 - May 2007
Skills
Securities, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mortgage Lending, Term Life Insurance, Series 7, Finance, Retirement, Uniform Combined State..., Long-term Care, Personal Finance, 401k, Financial Services, Series 63, Financial Advisory, Small Business, Health Insurance, Employee Benefits, Asset Allocation, Investment Advisory, Estate Planning, Financial Planners, Relationship Management, Investment Strategies, Portfolio Management, Sales, Leadership, Asset Management, Long Term Care Insurance, IRAs, Wealth, General Insurance, Critical Illness, Risk Management, Universal Life, Financial Risk, Pensions, Brokers, FINRA, Equities, Financial Analysis, Whole Life, Business
Education
Univeristy of Texas at San Antonio, San Antonio TX 2001 — 2004
Accounting, Finance, Economics
Texas Lutheran 1999 — 2001
Accounting, Finance, Economics, Deans List
Weslaco Highschool 1995 — 1999
Luke T. Meier's Ameriprise Financial Experience May 2010 - July 2011
Job Paraplanner with Biekkola & Associates, A Private Wealth Advisory practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Northwestern Mutual June 2014 - July 2015
North Star Resource Group January 2013 - June 2014
Ameriprise Financial Services, Inc. July 2011 - November 2012
Ameriprise Financial May 2010 - July 2011
Skills
Coaching, Personal Finance, Leadership, Social Media, Microsoft Office, Insurance, Sales, Finance, Investments, Life Insurance, Disability Insurance, Microsoft Excel, Wealth Management, Strategic Planning, Customer Service
Education
The American College 2015 — 2016
Financial Planning and Services
University of Wisconsin-River Falls 2003 — 2007
Bachelor of Science, Business Adminstration - Finance
New Richmond High School
Ameriprise Financial Services, Inc. September 2015 - Present
Northwestern Mutual June 2014 - July 2015
North Star Resource Group January 2013 - June 2014
Ameriprise Financial Services, Inc. July 2011 - November 2012
Ameriprise Financial May 2010 - July 2011
Skills
Coaching, Personal Finance, Leadership, Social Media, Microsoft Office, Insurance, Sales, Finance, Investments, Life Insurance, Disability Insurance, Microsoft Excel, Wealth Management, Strategic Planning, Customer Service
Education
The American College 2015 — 2016
Financial Planning and Services
University of Wisconsin-River Falls 2003 — 2007
Bachelor of Science, Business Adminstration - Finance
New Richmond High School
Piper Lemons's Ameriprise Financial Experience January 2007 - December 2008
Job Director, Consumer Experience Design at PayPal
Industry Internet
Experience
PayPal August 2015 - Present
JPMorgan/Chase June 2012 - August 2015
AKQA March 2010 - June 2012
OLSON January 2009 - February 2010
Ameriprise Financial January 2007 - December 2008
Target.com January 2006 - January 2007
IAC November 2005 - January 2006
AOL Xdrive September 2004 - November 2005
CarsDirect September 2000 - June 2004
Leo Burnett May 2001 - August 2001
Skills
Creative Direction, User Interface Design, Information Architecture, Advertising, Digital Strategy, Web Design, Usability Testing, User Experience, Interactive Marketing, Interaction Design, E-commerce, Integrated Marketing, Analytics, InDesign, Creative Strategy, Strategy, Interactive Advertising, Digital Marketing, Wireframes, Art Direction, General Awesomeness, User Experience Design, Typography, Usability, Experience Design, Content Strategy, Marketing Communications, User-centered Design
Education
DHIMA 2001 — 2002
Certificate in Animation and Effects, Maya Special Effects and 3D Modeling
Lynda.com 2000 — 2000
Flash Actionscript
The School of the Art Institute of Chicago 1994 — 1998
BFA, Visual Communication
PayPal August 2015 - Present
JPMorgan/Chase June 2012 - August 2015
AKQA March 2010 - June 2012
OLSON January 2009 - February 2010
Ameriprise Financial January 2007 - December 2008
Target.com January 2006 - January 2007
IAC November 2005 - January 2006
AOL Xdrive September 2004 - November 2005
CarsDirect September 2000 - June 2004
Leo Burnett May 2001 - August 2001
Skills
Creative Direction, User Interface Design, Information Architecture, Advertising, Digital Strategy, Web Design, Usability Testing, User Experience, Interactive Marketing, Interaction Design, E-commerce, Integrated Marketing, Analytics, InDesign, Creative Strategy, Strategy, Interactive Advertising, Digital Marketing, Wireframes, Art Direction, General Awesomeness, User Experience Design, Typography, Usability, Experience Design, Content Strategy, Marketing Communications, User-centered Design
Education
DHIMA 2001 — 2002
Certificate in Animation and Effects, Maya Special Effects and 3D Modeling
Lynda.com 2000 — 2000
Flash Actionscript
The School of the Art Institute of Chicago 1994 — 1998
BFA, Visual Communication
Brenda Devlin's Ameriprise Financial Experience March 2006 - September 2006
Job Vice President Human Resources (VP HR) Seeking to Align HR, Culture and Strategic Initiatives to Drive Business Results
Industry Information Technology and Services
Experience
Seeking VP HR Role in Professional Services, Technology, Software, Education, Construction or RE August 2015 - Present
MMIC Group October 2009 - July 2015
Opus Corporation September 2006 - October 2009
Ameriprise Financial March 2006 - September 2006
Musicland Group January 2002 - March 2006
Payless ShoeSource July 1999 - January 2002
Payless ShoeSource June 1997 - July 1999
Skills
Employee Engagement, Human Resources, Leadership, Talent Management, Employee Relations, Talent Acquisition, Recruiting, Strategy, Strategic Planning, Leadership Development, Management, Employee Benefits, Succession Planning, Performance Management, Team Building, Onboarding, SPHR, Policy, Benefits Administration, Performance Appraisal, Organizational..., Budgets, Project Management, Workforce Planning, Personnel Management, Deferred Compensation, Organizational Design, HR Policies, FMLA, Employee Training, Interviews, Change Management, Coaching, Consulting, Process Improvement, Mergers & Acquisitions, Training, Compensation & Benefits, Organizational..., HRIS, Strategic HR, Executive Coaching, College Recruiting, Career Development, HR Consulting, New Hire Orientations
Education
University of Kansas - Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Human Resources and International Business
The University of Kansas 1990 — 1995
BA, French and Spanish
Seeking VP HR Role in Professional Services, Technology, Software, Education, Construction or RE August 2015 - Present
MMIC Group October 2009 - July 2015
Opus Corporation September 2006 - October 2009
Ameriprise Financial March 2006 - September 2006
Musicland Group January 2002 - March 2006
Payless ShoeSource July 1999 - January 2002
Payless ShoeSource June 1997 - July 1999
Skills
Employee Engagement, Human Resources, Leadership, Talent Management, Employee Relations, Talent Acquisition, Recruiting, Strategy, Strategic Planning, Leadership Development, Management, Employee Benefits, Succession Planning, Performance Management, Team Building, Onboarding, SPHR, Policy, Benefits Administration, Performance Appraisal, Organizational..., Budgets, Project Management, Workforce Planning, Personnel Management, Deferred Compensation, Organizational Design, HR Policies, FMLA, Employee Training, Interviews, Change Management, Coaching, Consulting, Process Improvement, Mergers & Acquisitions, Training, Compensation & Benefits, Organizational..., HRIS, Strategic HR, Executive Coaching, College Recruiting, Career Development, HR Consulting, New Hire Orientations
Education
University of Kansas - Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Human Resources and International Business
The University of Kansas 1990 — 1995
BA, French and Spanish
Jeremy Vernon Combe Jeremy Vernon Combe's Ameriprise Financial Experience May 1996 - Present
Job CFP®, ChFC®, MSFS Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 1996 - Present
Skills
Employee Benefits, Ethical Character, Client Relationships, Responsiveness, Protection Planning, Diligence, Business Planning, Risk Management, Education Planning
Education
The American College 2003 — 2004
MSFS, Financial Services, Investment Mangement
University of California, Irvine 1970 — 1974
Bachelors, History
Ameriprise Financial May 1996 - Present
Skills
Employee Benefits, Ethical Character, Client Relationships, Responsiveness, Protection Planning, Diligence, Business Planning, Risk Management, Education Planning
Education
The American College 2003 — 2004
MSFS, Financial Services, Investment Mangement
University of California, Irvine 1970 — 1974
Bachelors, History
Marcus Hunter Marcus Hunter's Ameriprise Financial Experience March 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2000 - Present
H&R Block Financial Advisors 2000 - 2008
Education
Daphne High School
The University of Georgia
Ameriprise Financial March 2000 - Present
H&R Block Financial Advisors 2000 - 2008
Education
Daphne High School
The University of Georgia
Ashley Thomson Ashley Thomson's Ameriprise Financial Experience August 2010 - December 2010
Job MHA Graduate
Industry Hospital & Health Care
Experience
Sibley Memorial Hospital July 2014 - May 2015
KPMG 2011 - 2013
Ameriprise Financial August 2010 - December 2010
KPMG June 2010 - August 2010
City of Charlottesville January 2010 - May 2010
Skills
Analysis, Finance, Accounting, Financial Modeling, Financial Analysis, Economics, ERP, PowerPoint, Management, Tax, Financial Reporting, Data Analysis, Access, Auditing, Mergers & Acquisitions, Account Reconciliation
Education
The Johns Hopkins University 2013 — 2015
Master of Health Administration
University of Virginia 2007 — 2011
Economics, Engineering Business (minor)
Sibley Memorial Hospital July 2014 - May 2015
KPMG 2011 - 2013
Ameriprise Financial August 2010 - December 2010
KPMG June 2010 - August 2010
City of Charlottesville January 2010 - May 2010
Skills
Analysis, Finance, Accounting, Financial Modeling, Financial Analysis, Economics, ERP, PowerPoint, Management, Tax, Financial Reporting, Data Analysis, Access, Auditing, Mergers & Acquisitions, Account Reconciliation
Education
The Johns Hopkins University 2013 — 2015
Master of Health Administration
University of Virginia 2007 — 2011
Economics, Engineering Business (minor)
Meryl Fishman Meryl Fishman's Ameriprise Financial Experience August 2006 - May 2007
Job Marketing & Advertising Coordinator at Saks Fifth Avenue
Industry Marketing and Advertising
Experience
Saks Fifth Avenue May 2013 - Present
Starcom MediaVest Group July 2012 - May 2013
Starcom MediaVest Group June 2011 - July 2012
GINGER finds May 2010 - August 2010
Showtime Networks June 2009 - August 2009
Ameriprise Financial August 2006 - May 2007
Skills
Media Planning, PowerPoint, Digital Strategy, Microsoft Excel, Marketing Strategy, Local Media, Local Marketing, National Marketing, Strategic Planning, Microsoft Office, Excel, Lotus Notes, Scarborough, Media Tools, Integrated Media, Digital Media, Social Media, MRI Software, IMS data, Mac, Pivot Tables, Retail, MediaBank, Competitive, Advertising, Print Ads
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration, Marketing, Psychology
Saks Fifth Avenue May 2013 - Present
Starcom MediaVest Group July 2012 - May 2013
Starcom MediaVest Group June 2011 - July 2012
GINGER finds May 2010 - August 2010
Showtime Networks June 2009 - August 2009
Ameriprise Financial August 2006 - May 2007
Skills
Media Planning, PowerPoint, Digital Strategy, Microsoft Excel, Marketing Strategy, Local Media, Local Marketing, National Marketing, Strategic Planning, Microsoft Office, Excel, Lotus Notes, Scarborough, Media Tools, Integrated Media, Digital Media, Social Media, MRI Software, IMS data, Mac, Pivot Tables, Retail, MediaBank, Competitive, Advertising, Print Ads
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration, Marketing, Psychology
Christopher Kroger, CRPC's Ameriprise Financial Experience March 2010 - November 2011
Job Financial Advisor at Space Coast Credit Union
Industry Financial Services
Experience
Space Coast Credit Union February 2015 - Present
Allianz Life December 2011 - January 2015
Ameriprise Financial March 2010 - November 2011
Education
The University of North Dakota 2005 — 2009
Marketing
Space Coast Credit Union February 2015 - Present
Allianz Life December 2011 - January 2015
Ameriprise Financial March 2010 - November 2011
Education
The University of North Dakota 2005 — 2009
Marketing
Kali K Haines Kali K Haines's Ameriprise Financial Experience 2006 - 2007
Job Global Talent Acquisition/Search kalihaines@me.com I tweet new opps...follow me: @kali_haines
Industry Staffing and Recruiting
Experience
Talent Acquisition Consultant (LLC) June 2001 - Present
Digi International November 2013 - April 2015
T-Mobile April 2012 - July 2012
Microsoft April 2012 - July 2012
Cargill June 2011 - January 2012
Cargill March 2008 - December 2010
Jostens September 2007 - June 2008
Schwan's Consumer Brands 2006 - 2007
Ameriprise Financial 2006 - 2007
Lawson Software 2005 - 2006
Skills
Leadership, Sales, Global Sourcing, Sourcing, Strategic Sourcing, Recruiting, Contract Negotiation, Contract Recruitment, Strategic Hiring, Hiring Practices, Staff Augmentation, Staffing Services, Job Evaluation, Technical Recruiting, Human Resources, Diversity & Inclusion, Process Improvement, Influence Without..., Writing, Cultural Awareness, Cultural Diversity, Behavioral Interviewing, Competency Based..., Influence At All Levels, Process Efficiency, Policy Analysis, Non-profit Volunteer, Charity Work, Talent Acquisition, Talent Management, Temporary Placement, PeopleSoft, Hiring, Personnel Management, Benefits Negotiation, Training, Employer Branding, Performance Management, Screening Resumes, Recruitment Advertising, Mergers & Acquisitions, Screening, Applicant Tracking..., Marketing, Taleo, Interviews, Management, Employee Relations, Employee Engagement, HR Consulting
Education
The George Washington University
Talent Acquisition Consultant (LLC) June 2001 - Present
Digi International November 2013 - April 2015
T-Mobile April 2012 - July 2012
Microsoft April 2012 - July 2012
Cargill June 2011 - January 2012
Cargill March 2008 - December 2010
Jostens September 2007 - June 2008
Schwan's Consumer Brands 2006 - 2007
Ameriprise Financial 2006 - 2007
Lawson Software 2005 - 2006
Skills
Leadership, Sales, Global Sourcing, Sourcing, Strategic Sourcing, Recruiting, Contract Negotiation, Contract Recruitment, Strategic Hiring, Hiring Practices, Staff Augmentation, Staffing Services, Job Evaluation, Technical Recruiting, Human Resources, Diversity & Inclusion, Process Improvement, Influence Without..., Writing, Cultural Awareness, Cultural Diversity, Behavioral Interviewing, Competency Based..., Influence At All Levels, Process Efficiency, Policy Analysis, Non-profit Volunteer, Charity Work, Talent Acquisition, Talent Management, Temporary Placement, PeopleSoft, Hiring, Personnel Management, Benefits Negotiation, Training, Employer Branding, Performance Management, Screening Resumes, Recruitment Advertising, Mergers & Acquisitions, Screening, Applicant Tracking..., Marketing, Taleo, Interviews, Management, Employee Relations, Employee Engagement, HR Consulting
Education
The George Washington University
Gail Dexter Gail Dexter's Ameriprise Financial Experience August 2010 - June 2015
Job Financial Services Leader | Product Management | Digital Marketing | Program Leadership
Industry Financial Services
Experience
U.S. Bank August 2015 - Present
Ameriprise Financial August 2010 - June 2015
Ameriprise Financial September 2006 - August 2010
Ameriprise Financial June 2004 - September 2006
Accenture June 1998 - June 2004
Skills
Financial Services, Business Analysis, Vendor Management, Business Process..., Analytics, Program Management, Operations Management, Team Leadership, Interactive Marketing, Business Transformation, Data Analysis, Certified Financial..., Business Strategy, Project Oversight, Project Portfolio..., Leadership, Strategic Planning, Strategy, CRM, Cross-functional Team..., Competitive Analysis, SDLC, Process Improvement, Consulting
Education
The University of North Dakota
Bachelor’s Degree, Financial Management, Economics
U.S. Bank August 2015 - Present
Ameriprise Financial August 2010 - June 2015
Ameriprise Financial September 2006 - August 2010
Ameriprise Financial June 2004 - September 2006
Accenture June 1998 - June 2004
Skills
Financial Services, Business Analysis, Vendor Management, Business Process..., Analytics, Program Management, Operations Management, Team Leadership, Interactive Marketing, Business Transformation, Data Analysis, Certified Financial..., Business Strategy, Project Oversight, Project Portfolio..., Leadership, Strategic Planning, Strategy, CRM, Cross-functional Team..., Competitive Analysis, SDLC, Process Improvement, Consulting
Education
The University of North Dakota
Bachelor’s Degree, Financial Management, Economics
Shelly Hall Harvey Shelly Hall Harvey's Ameriprise Financial Experience October 2004 - August 2007
Job Director of Professional Development at Mn Adult &Teen Challenge
Industry Human Resources
Experience
Mn Adult &Teen Challenge 2014 - Present
Optum 2009 - 2014
UnitedHealth Group/Ingenix 2007 - 2009
Ameriprise Financial October 2004 - August 2007
SMH Consulting November 1998 - October 2004
Deloitte Consulting September 1997 - December 1998
Ernst & Young 1994 - 1995
Skills
Change Management, Program Management, Career Development, Talent Management, Leadership Development, Employee Engagement, Culture Change, Organizational Change, Management Consulting, Team Building, Strategy, Organizational..., Talent Acquisition, Human Resources, Business Process..., Organizational Design, Coaching, Corporate Social..., Strategy Development, Talent Development, 360 Feedback
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Wisconsin-Milwaukee - Lubar School of Business
BBA
Mn Adult &Teen Challenge 2014 - Present
Optum 2009 - 2014
UnitedHealth Group/Ingenix 2007 - 2009
Ameriprise Financial October 2004 - August 2007
SMH Consulting November 1998 - October 2004
Deloitte Consulting September 1997 - December 1998
Ernst & Young 1994 - 1995
Skills
Change Management, Program Management, Career Development, Talent Management, Leadership Development, Employee Engagement, Culture Change, Organizational Change, Management Consulting, Team Building, Strategy, Organizational..., Talent Acquisition, Human Resources, Business Process..., Organizational Design, Coaching, Corporate Social..., Strategy Development, Talent Development, 360 Feedback
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Wisconsin-Milwaukee - Lubar School of Business
BBA
Gulsanga Jalawan Gulsanga Jalawan's Ameriprise Financial Experience April 2003 - October 2011
Job Wealth Planning Advisor at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners October 2011 - Present
Ameriprise Financial Services, Inc. May 2003 - October 2011
Ameriprise Financial April 2003 - October 2011
Skills
Retirement Planning, Financial Planning, Retirement Income..., Estate Planning, Investments, Charitable Giving, Small Business
Education
The George Washington University - School of Business
International Business and Marketing
Integrated Financial Partners October 2011 - Present
Ameriprise Financial Services, Inc. May 2003 - October 2011
Ameriprise Financial April 2003 - October 2011
Skills
Retirement Planning, Financial Planning, Retirement Income..., Estate Planning, Investments, Charitable Giving, Small Business
Education
The George Washington University - School of Business
International Business and Marketing
Andrew Hanna Andrew Hanna's Ameriprise Financial Experience October 2005 - Present
Job Financial Advisor, Business Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial October 2005 - Present
Sunbelt Office Products 2004 - 2005
Education
The University of Georgia 1998 — 2003
BA, Economics
Ameriprise Financial October 2005 - Present
Sunbelt Office Products 2004 - 2005
Education
The University of Georgia 1998 — 2003
BA, Economics
Jim Douglass Jim Douglass's Ameriprise Financial Experience June 2007 - January 2008
Job Sales Counselor at Allen Edwin Homes
Industry Construction
Experience
Allen Edwin Homes October 2014 - Present
The Technology Pool April 2013 - March 2014
Stadium Management Company - Greenleaf Hospitality Group May 2012 - March 2013
Greenleaf Hospitality Group January 2008 - May 2012
Ameriprise Financial June 2007 - January 2008
Allen Edwin Homes July 2004 - May 2006
Skills
Sales, Marketing, Finance, Management, Team Leadership, Leadership, Cross-functional Team..., Team Building, Negotiation, Competitive Analysis, Coaching, Sales Operations, Sales Management, Time Management, New Business Development, IT Solutions, Customer Satisfaction, Training, Business Strategy, Risk Management, Program Management, Sales Process, Customer Service, Inventory Management
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA
Western Michigan University - Haworth College of Business 2000 — 2003
BBA, Sales & Marketing
Allen Edwin Homes October 2014 - Present
The Technology Pool April 2013 - March 2014
Stadium Management Company - Greenleaf Hospitality Group May 2012 - March 2013
Greenleaf Hospitality Group January 2008 - May 2012
Ameriprise Financial June 2007 - January 2008
Allen Edwin Homes July 2004 - May 2006
Skills
Sales, Marketing, Finance, Management, Team Leadership, Leadership, Cross-functional Team..., Team Building, Negotiation, Competitive Analysis, Coaching, Sales Operations, Sales Management, Time Management, New Business Development, IT Solutions, Customer Satisfaction, Training, Business Strategy, Risk Management, Program Management, Sales Process, Customer Service, Inventory Management
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA
Western Michigan University - Haworth College of Business 2000 — 2003
BBA, Sales & Marketing
Mark D. Wilcox, CFP® Mark D. Wilcox, CFP®'s Ameriprise Financial Experience January 2009 - November 2012
Job Managing Director at Stratos Wealth Partners and CEO at Hudson Wealth Managment
Industry Investment Management
Experience
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
Craig Cintron, CFP® Craig Cintron, CFP®'s Ameriprise Financial Experience June 2005 - August 2008
Job Strategic Relationship Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
New York Life Insurance Company March 2013 - March 2015
New York Life Insurance Company December 2011 - March 2013
New York Life Insurance Company May 2010 - December 2011
Cohen and Steers August 2008 - May 2010
Ameriprise Financial June 2005 - August 2008
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Finance, Asset Allocation, Sales, 401k, Separately Managed..., Strategy, Financial Planning, Investment Advisory, IRAs, Asset Protection, Multi-generational..., Leadership, Asset Management, Financial Advisory, Marketing, Management, Life Insurance, Securities, Wealth Preservation..., Banking, Portfolio Management, Investment Strategies, Protection..., Multi-Generational..., 401(k) Rollovers, Gifting Strategies, Succession Planning, Key Person Protection, Financial Services, Practice Management, CFP, Variable Annuities, Project Management, Technology Needs...
Education
The College of New Jersey 1997 — 2001
BS Business Administration, Marketing Specialization
Bergenfield High School
TD Ameritrade Institutional March 2015 - Present
New York Life Insurance Company March 2013 - March 2015
New York Life Insurance Company December 2011 - March 2013
New York Life Insurance Company May 2010 - December 2011
Cohen and Steers August 2008 - May 2010
Ameriprise Financial June 2005 - August 2008
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Finance, Asset Allocation, Sales, 401k, Separately Managed..., Strategy, Financial Planning, Investment Advisory, IRAs, Asset Protection, Multi-generational..., Leadership, Asset Management, Financial Advisory, Marketing, Management, Life Insurance, Securities, Wealth Preservation..., Banking, Portfolio Management, Investment Strategies, Protection..., Multi-Generational..., 401(k) Rollovers, Gifting Strategies, Succession Planning, Key Person Protection, Financial Services, Practice Management, CFP, Variable Annuities, Project Management, Technology Needs...
Education
The College of New Jersey 1997 — 2001
BS Business Administration, Marketing Specialization
Bergenfield High School
Gregory Gromek Gregory Gromek's Ameriprise Financial Experience 2001 - November 2013
Job Peak Wealth Solutions, Partner
Industry Financial Services
Experience
Peak Wealth Solutions, LLC November 2013 - Present
Ameriprise Financial 2001 - November 2013
Ameriprise Financial 2003 - 2007
Education
The University of Akron 1996 — 2000
Bachelor of Science, Corporate Finance
Peak Wealth Solutions, LLC November 2013 - Present
Ameriprise Financial 2001 - November 2013
Ameriprise Financial 2003 - 2007
Education
The University of Akron 1996 — 2000
Bachelor of Science, Corporate Finance
Chris Mongeon, CFP®'s Ameriprise Financial Experience December 2004 - August 2008
Job Wealth Advisor at Thrivent Financial ► Guiding Small Business Owners, Retirees to Be Wise with Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial September 2008 - Present
Ameriprise Financial December 2004 - August 2008
Ameriprise Financial March 2004 - December 2004
Ameriprise Financial Advisors January 2003 - March 2004
Skills
Financial Planning, Retirement Planning, Insurance, Divorce Financial..., Saving for Education, Relationship Management, Personal Financial..., Certified Financial..., Long Term Care Insurance, Portfolio Management, Wealth Management..., 401k Rollovers, Wealth Accumulation, Asset Management, Life Insurance, Disability Insurance, 401k, Estate Planning, Asset Allocation, Small Business
Education
The University of North Dakota 1998 — 2002
BS, Commercial Aviation
Certified Financial Planner Board of Standards, Inc
CFP, Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
ChFC, CLU, Chartered Financial Consultant - Chartered Life Underwriter
Thrivent Financial September 2008 - Present
Ameriprise Financial December 2004 - August 2008
Ameriprise Financial March 2004 - December 2004
Ameriprise Financial Advisors January 2003 - March 2004
Skills
Financial Planning, Retirement Planning, Insurance, Divorce Financial..., Saving for Education, Relationship Management, Personal Financial..., Certified Financial..., Long Term Care Insurance, Portfolio Management, Wealth Management..., 401k Rollovers, Wealth Accumulation, Asset Management, Life Insurance, Disability Insurance, 401k, Estate Planning, Asset Allocation, Small Business
Education
The University of North Dakota 1998 — 2002
BS, Commercial Aviation
Certified Financial Planner Board of Standards, Inc
CFP, Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
ChFC, CLU, Chartered Financial Consultant - Chartered Life Underwriter
Martin Ong CFP®. Martin Ong CFP®.'s Ameriprise Financial Experience August 2006 - July 2007
Job Intermediary Marketing Associate at USAA
Industry Financial Services
Experience
USAA June 2014 - Present
USAA August 2007 - June 2014
Ameriprise Financial August 2006 - July 2007
Skills
Microsoft Excel, Marketo, Salesforce.com, PowerPoint, Zephyr Style Advisor, Retirement Planning, Estate Planning, Investments, Financial Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Wealth Management, Series 7, Tax, Mutual Funds, Life Insurance, Series 63, Financial Services
Education
The American College 2013 — 2016
Master of Science (MS), Financial Planning and Services
The University of Texas at Austin 2001 — 2005
USAA June 2014 - Present
USAA August 2007 - June 2014
Ameriprise Financial August 2006 - July 2007
Skills
Microsoft Excel, Marketo, Salesforce.com, PowerPoint, Zephyr Style Advisor, Retirement Planning, Estate Planning, Investments, Financial Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Wealth Management, Series 7, Tax, Mutual Funds, Life Insurance, Series 63, Financial Services
Education
The American College 2013 — 2016
Master of Science (MS), Financial Planning and Services
The University of Texas at Austin 2001 — 2005
Ari Ross Ari Ross's Ameriprise Financial Experience April 2008 - May 2009
Job Recruitment & Employment Manager at Maryland Port Administration
Industry Human Resources
Experience
Maryland Port Administration July 2012 - Present
Maryland Insurance Administration December 2010 - August 2012
The HR Team June 2009 - October 2010
Ameriprise Financial April 2008 - May 2009
Hillel October 2006 - March 2008
Reznick Group October 2005 - October 2006
Education
The George Washington University 2005 — 2007
M.A., Organizational Sciences - Org. Management
University of Maryland College Park 2001 — 2005
B.S., Psychology & Criminology/Criminal Justice
Maryland Port Administration July 2012 - Present
Maryland Insurance Administration December 2010 - August 2012
The HR Team June 2009 - October 2010
Ameriprise Financial April 2008 - May 2009
Hillel October 2006 - March 2008
Reznick Group October 2005 - October 2006
Education
The George Washington University 2005 — 2007
M.A., Organizational Sciences - Org. Management
University of Maryland College Park 2001 — 2005
B.S., Psychology & Criminology/Criminal Justice
Nivia Viera Nivia Viera's Ameriprise Financial Experience January 2000 - December 2005
Job Founder & Publisher at Kids XPress Inc.
Industry Publishing
Experience
Kids X-Press Inc. November 2001 - Present
Ameriprise Financial January 2000 - December 2005
Syndata December 1996 - December 2000
Visiting Nurse Service of New York January 1994 - December 1996
Montefiore Medical Center January 1975 - December 1993
Skills
Non-profits, Volunteer Management, Community Outreach, Public Speaking, Fundraising, Nonprofits, Grant Writing, Event Management, Public Relations, Blogging, Program Management, Editing, Public Policy, Publishing, Newsletters, Entrepreneurship, Social Media Marketing, Social Media, Community Development, Photography, Community Engagement, Strategic Communications, Organizational..., Magazines, Philanthropy, Event Planning, Research, Leadership, Internal Communications, Facebook, Annual Giving, Leadership Development, Corporate Communications
Education
The New School 1990 — 1992
Masters, Healthcare Administration
Evander Childs, HS
Kids X-Press Inc. November 2001 - Present
Ameriprise Financial January 2000 - December 2005
Syndata December 1996 - December 2000
Visiting Nurse Service of New York January 1994 - December 1996
Montefiore Medical Center January 1975 - December 1993
Skills
Non-profits, Volunteer Management, Community Outreach, Public Speaking, Fundraising, Nonprofits, Grant Writing, Event Management, Public Relations, Blogging, Program Management, Editing, Public Policy, Publishing, Newsletters, Entrepreneurship, Social Media Marketing, Social Media, Community Development, Photography, Community Engagement, Strategic Communications, Organizational..., Magazines, Philanthropy, Event Planning, Research, Leadership, Internal Communications, Facebook, Annual Giving, Leadership Development, Corporate Communications
Education
The New School 1990 — 1992
Masters, Healthcare Administration
Evander Childs, HS
Jeremy Esensten's Ameriprise Financial Experience July 2007 - May 2008
Job Sr. Finance Manager II, Global eCommerce at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce April 2014 - Present
Target January 2013 - April 2014
Target February 2011 - January 2013
Target August 2009 - February 2011
Target June 2008 - August 2009
Ameriprise Financial July 2007 - May 2008
Ameriprise Financial July 2006 - July 2007
Ameriprise Financial October 2004 - July 2006
American Express Financial Advisors September 2001 - October 2004
American Express Financial Advisors November 1999 - September 2001
Skills
Process Improvement, Forecasting, Financial Modeling, Financial Analysis, Vendor Management, Six Sigma, Leadership, Finance, Management, Cross-functional Team..., Business Analysis, Strategic Planning, Financial Services, Program Management, Outsourcing, Data Analysis, Essbase, Strategic Financial...
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA, Finance
The University of Kansas 1993 — 1997
B.A., Religious Studies
Edina High School
Edina High School
Walmart eCommerce April 2014 - Present
Target January 2013 - April 2014
Target February 2011 - January 2013
Target August 2009 - February 2011
Target June 2008 - August 2009
Ameriprise Financial July 2007 - May 2008
Ameriprise Financial July 2006 - July 2007
Ameriprise Financial October 2004 - July 2006
American Express Financial Advisors September 2001 - October 2004
American Express Financial Advisors November 1999 - September 2001
Skills
Process Improvement, Forecasting, Financial Modeling, Financial Analysis, Vendor Management, Six Sigma, Leadership, Finance, Management, Cross-functional Team..., Business Analysis, Strategic Planning, Financial Services, Program Management, Outsourcing, Data Analysis, Essbase, Strategic Financial...
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA, Finance
The University of Kansas 1993 — 1997
B.A., Religious Studies
Edina High School
Edina High School
Jill Frier's Ameriprise Financial Experience January 2007 - August 2013
Job Strategic Program Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial January 2007 - August 2013
Ameriprise Financial September 2004 - December 2006
American Express July 1999 - September 2004
Motorola Semiconductor May 1999 - July 1999
Honeywell August 1997 - May 1999
GCSAA September 1996 - July 1997
Pro Print, Inc. October 1995 - September 1996
Sallie Mae June 1992 - October 1995
Skills
Content Development, Strategic Communications, Training, Technical Writing, Financial Services, Content Management, Thought Leadership, Visio, Microsoft Excel, Corporate Communications, Data Visualization, Publishing, Photoshop, Illustrator, Microsoft Word, Team Building, Philanthropy, PowerPoint, Marketing, Social Media, Business Development, Business Intelligence, Marketing Communications, Strategy, Newsletters, Leadership, Program Management, Management, Enterprise Software, CRM, Internal Communications, Business Analysis, Process Improvement
Education
University of Phoenix 2004 — 2005
Masters, Business Administration
The University of Kansas 1987 — 1992
BJS, Journalism, Magazine
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial January 2007 - August 2013
Ameriprise Financial September 2004 - December 2006
American Express July 1999 - September 2004
Motorola Semiconductor May 1999 - July 1999
Honeywell August 1997 - May 1999
GCSAA September 1996 - July 1997
Pro Print, Inc. October 1995 - September 1996
Sallie Mae June 1992 - October 1995
Skills
Content Development, Strategic Communications, Training, Technical Writing, Financial Services, Content Management, Thought Leadership, Visio, Microsoft Excel, Corporate Communications, Data Visualization, Publishing, Photoshop, Illustrator, Microsoft Word, Team Building, Philanthropy, PowerPoint, Marketing, Social Media, Business Development, Business Intelligence, Marketing Communications, Strategy, Newsletters, Leadership, Program Management, Management, Enterprise Software, CRM, Internal Communications, Business Analysis, Process Improvement
Education
University of Phoenix 2004 — 2005
Masters, Business Administration
The University of Kansas 1987 — 1992
BJS, Journalism, Magazine
Patrick Magno's Ameriprise Financial Experience May 2009 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
Education
The University of Connecticut School of Business 2002 — 2006
Ameriprise Financial May 2009 - Present
Education
The University of Connecticut School of Business 2002 — 2006
Camille Gaffney's Ameriprise Financial Experience June 2004 - July 2009
Job Service Manager at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm March 2011 - Present
Ameriprise Financial Services, Inc. July 2009 - June 2010
Ameriprise Financial June 2004 - July 2009
Skills
Portfolio Management, Series 7, Microsoft Office, Customer Service, Securities, Series 63, Team Leadership, Series 24, Series 65, Series 3, Series 9/10
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
The College of St. Scholastica 1988 — 1992
BA, Management
Financial Services Firm March 2011 - Present
Ameriprise Financial Services, Inc. July 2009 - June 2010
Ameriprise Financial June 2004 - July 2009
Skills
Portfolio Management, Series 7, Microsoft Office, Customer Service, Securities, Series 63, Team Leadership, Series 24, Series 65, Series 3, Series 9/10
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
The College of St. Scholastica 1988 — 1992
BA, Management
Chris Schreckenghost's Ameriprise Financial Experience May 2010 - March 2012
Job Senior Complex Products Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - October 2013
Ameriprise Financial May 2010 - March 2012
Ameriprise Financial Services, Inc. October 2009 - May 2010
Ameriprise Financial February 2008 - November 2009
Ameriprise Financial October 2005 - February 2008
Education
The University of North Dakota 1999 — 2001
LPL Financial October 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - October 2013
Ameriprise Financial May 2010 - March 2012
Ameriprise Financial Services, Inc. October 2009 - May 2010
Ameriprise Financial February 2008 - November 2009
Ameriprise Financial October 2005 - February 2008
Education
The University of North Dakota 1999 — 2001
Anthony Cha, CFP, CLU's Ameriprise Financial Experience 2005 - 2006
Job Wealth Management Associate at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2006 - Present
Ameriprise Financial 2005 - 2006
Skills
Retirement Planning, Series 7, Finance, Retirement, Series 63, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Disability Insurance, Account Management, Salesforce.com, Insurance, CLU, Certified Financial..., series 9
Education
University of California, Davis 2001 — 2005
managerial economics, Business Administration and Management, General
The American College
Chartered Life Underwriter, Financial Planning and Services
Northwestern Mutual Financial Network February 2006 - Present
Ameriprise Financial 2005 - 2006
Skills
Retirement Planning, Series 7, Finance, Retirement, Series 63, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Disability Insurance, Account Management, Salesforce.com, Insurance, CLU, Certified Financial..., series 9
Education
University of California, Davis 2001 — 2005
managerial economics, Business Administration and Management, General
The American College
Chartered Life Underwriter, Financial Planning and Services
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
Jeffrey L. Schroeder's Ameriprise Financial Experience 1998 - 2005
Job Financial Services Representative / Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
Northwestern Mutual Life March 2009 - August 2014
Northwestern Mutual September 2006 - March 2009
American Express Financial Advisors 1998 - 2005
Ameriprise Financial 1998 - 2005
Reedy Industries 1997 - 1998
Education
The American College
University of Wisconsin - Milwaukee
MetLife August 2014 - Present
Northwestern Mutual Life March 2009 - August 2014
Northwestern Mutual September 2006 - March 2009
American Express Financial Advisors 1998 - 2005
Ameriprise Financial 1998 - 2005
Reedy Industries 1997 - 1998
Education
The American College
University of Wisconsin - Milwaukee
Gentrick Davis's Ameriprise Financial Experience April 2010 - November 2011
Job Product Owner Mobile App at Belk
Industry Marketing and Advertising
Experience
Belk February 2015 - Present
NC National Guard 2001 - Present
Bank of America May 2014 - February 2015
Best Buy March 2012 - May 2014
Target November 2011 - February 2012
Ameriprise Financial April 2010 - November 2011
Ameriprise Financial October 2008 - May 2010
Ameriprise Financial November 2006 - October 2008
GE Commercial Finance September 2003 - November 2006
Skills
Word, Excel, Dreamweaver, Content Management, CMS, Business Analysis, XHTML, Vignette, Six Sigma, Microsoft Office 2007, E-commerce, PowerPoint, Microsoft Office, Outlook, Financial Markets, Adobe Acrobat, Problem Solving, Documentation, Windows, Lotus Notes, English, Microsoft Excel, Microsoft Word, Interactive Marketing, Digital Marketing, Strategy, Leadership, Cross-functional Team..., Online Marketing..., Marketing, Marketing Strategy, Management, Program Management, Analysis, Process Improvement, Project Management, Advertising, Training, Social Media, Web Analytics, Business Strategy, Strategic Planning, Agile Methodologies, Analytics, Software Documentation, Online Marketing, CRM, Product Marketing, Product Management
Education
University of Phoenix 2006 — 2008
Master, Business Administration/Marketing
The University of North Dakota 1995 — 2003
Bachelor, Business Administration
Belk February 2015 - Present
NC National Guard 2001 - Present
Bank of America May 2014 - February 2015
Best Buy March 2012 - May 2014
Target November 2011 - February 2012
Ameriprise Financial April 2010 - November 2011
Ameriprise Financial October 2008 - May 2010
Ameriprise Financial November 2006 - October 2008
GE Commercial Finance September 2003 - November 2006
Skills
Word, Excel, Dreamweaver, Content Management, CMS, Business Analysis, XHTML, Vignette, Six Sigma, Microsoft Office 2007, E-commerce, PowerPoint, Microsoft Office, Outlook, Financial Markets, Adobe Acrobat, Problem Solving, Documentation, Windows, Lotus Notes, English, Microsoft Excel, Microsoft Word, Interactive Marketing, Digital Marketing, Strategy, Leadership, Cross-functional Team..., Online Marketing..., Marketing, Marketing Strategy, Management, Program Management, Analysis, Process Improvement, Project Management, Advertising, Training, Social Media, Web Analytics, Business Strategy, Strategic Planning, Agile Methodologies, Analytics, Software Documentation, Online Marketing, CRM, Product Marketing, Product Management
Education
University of Phoenix 2006 — 2008
Master, Business Administration/Marketing
The University of North Dakota 1995 — 2003
Bachelor, Business Administration
Teresa Myers's Ameriprise Financial Experience 1994 - 1997
Job Events Director at Climate Solutions
Industry Renewables & Environment
Experience
Climate Solutions March 1999 - Present
Ameriprise Financial 1994 - 1997
Mundus Travel 1992 - 1993
Education
The Ohio State University Fisher College of Business 1987 — 1991
Climate Solutions March 1999 - Present
Ameriprise Financial 1994 - 1997
Mundus Travel 1992 - 1993
Education
The Ohio State University Fisher College of Business 1987 — 1991
Bin Yu's Ameriprise Financial Experience April 2007 - June 2008
Job VP, Senior Quantitative Analyst
Industry Banking
Experience
Citizens Bank March 2013 - Present
Affinnova July 2011 - February 2013
Affinnova July 2008 - June 2011
Ameriprise Financial April 2007 - June 2008
Skills
Market Research, Predictive Modeling, Logistic Regression, Quantitative Research, Segmentation, SAS, Analytics, Statistical Modeling, Quantitative Analytics, Marketing Research, Consumer Behaviour, Data Analysis, Questionnaire Design, Statistics, R, Cluster Analysis, Predictive Analytics, Factor Analysis, Qualitative Research, Business Analytics, Econometrics
Education
The Ohio State University 2002 — 2007
PhD, Economics
Wuhan University 1996 — 2002
BA & BS, Economics & Mathematics
Citizens Bank March 2013 - Present
Affinnova July 2011 - February 2013
Affinnova July 2008 - June 2011
Ameriprise Financial April 2007 - June 2008
Skills
Market Research, Predictive Modeling, Logistic Regression, Quantitative Research, Segmentation, SAS, Analytics, Statistical Modeling, Quantitative Analytics, Marketing Research, Consumer Behaviour, Data Analysis, Questionnaire Design, Statistics, R, Cluster Analysis, Predictive Analytics, Factor Analysis, Qualitative Research, Business Analytics, Econometrics
Education
The Ohio State University 2002 — 2007
PhD, Economics
Wuhan University 1996 — 2002
BA & BS, Economics & Mathematics
Bethany Sjoblad's Ameriprise Financial Experience October 2008 - April 2009
Job VP Chief Audit Executive
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group April 2010 - Present
Courage Center 2007 - Present
Ameriprise Financial October 2008 - April 2009
Allianz / FFIC November 1998 - September 2008
Education
The University of North Dakota 1988 — 2002
UnitedHealth Group April 2010 - Present
Courage Center 2007 - Present
Ameriprise Financial October 2008 - April 2009
Allianz / FFIC November 1998 - September 2008
Education
The University of North Dakota 1988 — 2002
Linda Martineau's Ameriprise Financial Experience 2005 - 2007
Job Director, Information Risk Mgmt at Optum IT
Industry Information Technology and Services
Experience
Optum IT 2008 - Present
Ameriprise Financial 2005 - 2007
American Express 2000 - 2005
Skills
Compliance, Risk Management, Vendor Management, Process Improvement, Project Portfolio..., IT Management, Program Management, Software Documentation, SDLC, ITIL, Governance, Risk Assessment, Business Process..., HIPAA, Information Security..., PMP, Information Security, Requirements Analysis, Sarbanes-Oxley Act, Security, Leadership, Business Continuity, Integration, Business Analysis, Disaster Recovery, Business Process, IT Strategy, Visio, Change Management, PMO, Project Management, Cross-functional Team..., Management
Education
The College of St. Scholastica
Optum IT 2008 - Present
Ameriprise Financial 2005 - 2007
American Express 2000 - 2005
Skills
Compliance, Risk Management, Vendor Management, Process Improvement, Project Portfolio..., IT Management, Program Management, Software Documentation, SDLC, ITIL, Governance, Risk Assessment, Business Process..., HIPAA, Information Security..., PMP, Information Security, Requirements Analysis, Sarbanes-Oxley Act, Security, Leadership, Business Continuity, Integration, Business Analysis, Disaster Recovery, Business Process, IT Strategy, Visio, Change Management, PMO, Project Management, Cross-functional Team..., Management
Education
The College of St. Scholastica
Holly Sheppard's Ameriprise Financial Experience April 2007 - May 2008
Job STA Benefits
Industry Financial Services
Experience
STA Benefits, Ltd. January 2014 - Present
JP Morgan Chase June 2008 - March 2010
Ameriprise Financial April 2007 - May 2008
Skills
Insurance, Life Insurance, Disability Insurance, Underwriting, Team Building, Microsoft Excel, Term Life Insurance, Sales Management, Customer Service
Education
Texas State University 2003 — 2007
STA Benefits, Ltd. January 2014 - Present
JP Morgan Chase June 2008 - March 2010
Ameriprise Financial April 2007 - May 2008
Skills
Insurance, Life Insurance, Disability Insurance, Underwriting, Team Building, Microsoft Excel, Term Life Insurance, Sales Management, Customer Service
Education
Texas State University 2003 — 2007
Meghan Mader, CFP(R). CRPC(R), RICP(R)'s Ameriprise Financial Experience February 2005 - Present
Job Financial Advisor/Certified Financial Planner Practitioner
Industry Financial Services
Experience
Ameriprise Financial February 2005 - Present
Ameriprise 2005 - 2008
Skills
Investments, Insurance, Finance, Retirement Planning, Mutual Funds, Series 7, Retirement, Leadership, Portfolio Management, Financial Services
Education
The Ohio State University Fisher College of Business 2000 — 2004
Risk Management and Insurance, Business
Ameriprise Financial February 2005 - Present
Ameriprise 2005 - 2008
Skills
Investments, Insurance, Finance, Retirement Planning, Mutual Funds, Series 7, Retirement, Leadership, Portfolio Management, Financial Services
Education
The Ohio State University Fisher College of Business 2000 — 2004
Risk Management and Insurance, Business
Brenda Studley's Ameriprise Financial Experience 1993 - 1999
Job Vice President Talent Acquisition at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo Home Mortgage April 2004 - Present
G&K Services 1999 - 2004
Ameriprise Financial 1993 - 1999
Carlson Wagonlit Travel 1987 - 1993
Skills
Onboarding, Talent Acquisition, Performance Management, Succession Planning, Talent Management, Workforce Planning, Human Resources, Employee Engagement, College Recruiting, Employee Relations, Benefits Administration, Employee Benefits, Process Improvement, Deferred Compensation, Applicant Tracking..., Management
Education
The University of North Dakota
Bachelor of Science in Business Administration, Business and Marketing
University of Minnesota - Carlson School of Management
Masters in Industrial Relations
Wells Fargo September 2014 - Present
Wells Fargo Home Mortgage April 2004 - Present
G&K Services 1999 - 2004
Ameriprise Financial 1993 - 1999
Carlson Wagonlit Travel 1987 - 1993
Skills
Onboarding, Talent Acquisition, Performance Management, Succession Planning, Talent Management, Workforce Planning, Human Resources, Employee Engagement, College Recruiting, Employee Relations, Benefits Administration, Employee Benefits, Process Improvement, Deferred Compensation, Applicant Tracking..., Management
Education
The University of North Dakota
Bachelor of Science in Business Administration, Business and Marketing
University of Minnesota - Carlson School of Management
Masters in Industrial Relations
Anne Fievet Lamb's Ameriprise Financial Experience 1997 - 2007
Job Private Regional Director, SVP
Industry Banking
Experience
BB&T October 2007 - Present
Ameriprise Financial 1997 - 2007
Education
The University of Georgia 1991 — 1995
B.A., Mathematics
BB&T October 2007 - Present
Ameriprise Financial 1997 - 2007
Education
The University of Georgia 1991 — 1995
B.A., Mathematics
Gregory Averesch's Ameriprise Financial Experience May 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2000 - Present
Skills
Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds
Education
The Ohio State University 1978 — 1983
Bachelor of Science, Business Administration
Ameriprise Financial May 2000 - Present
Skills
Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds
Education
The Ohio State University 1978 — 1983
Bachelor of Science, Business Administration
Donnacha O'Sullivan's Ameriprise Financial Experience November 2007 - May 2008
Job Private Equity Associate at Baird Capital Partners
Industry Investment Banking
Experience
Baird Capital July 2012 - July 2015
Piper Jaffray June 2010 - July 2012
Duff & Phelps July 2009 - June 2010
HSBC May 2008 - August 2008
Ameriprise Financial November 2007 - May 2008
Skills
DCF Valuation, Valuation, Business Strategy, Investment Banking, Corporate Finance, LBO, Private Equity, M, Venture Capital, Due Diligence, DCF, Business Valuation, Mergers, Financial Modeling, Bloomberg, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Baird Capital July 2012 - July 2015
Piper Jaffray June 2010 - July 2012
Duff & Phelps July 2009 - June 2010
HSBC May 2008 - August 2008
Ameriprise Financial November 2007 - May 2008
Skills
DCF Valuation, Valuation, Business Strategy, Investment Banking, Corporate Finance, LBO, Private Equity, M, Venture Capital, Due Diligence, DCF, Business Valuation, Mergers, Financial Modeling, Bloomberg, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Marcia Mechler, CLU, ChFC, CFP's Ameriprise Financial Experience December 2001 - Present
Job Franchise Owner, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2001 - Present
Education
The American College 2004 — 2007
CLU, ChFC, financial planning and insurance
Jefferson State 2000 — 2001
AAS, Communication
University of Montevallo 1981 — 1986
BA, English
Ameriprise Financial December 2001 - Present
Education
The American College 2004 — 2007
CLU, ChFC, financial planning and insurance
Jefferson State 2000 — 2001
AAS, Communication
University of Montevallo 1981 — 1986
BA, English
Joe Steck's Ameriprise Financial Experience May 2006 - January 2007
Job Investment Middle Office Trade Support Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2013 - Present
JPMorgan Chase July 2012 - April 2013
JP Morgan Chase March 2007 - July 2012
Ameriprise Financial May 2006 - January 2007
Skills
Banking, Retirement Planning, Series 7, Investments, Trading
Education
The Ohio State University 2001 — 2006
Bachelor of Science, Personal Finance
J.P. Morgan April 2013 - Present
JPMorgan Chase July 2012 - April 2013
JP Morgan Chase March 2007 - July 2012
Ameriprise Financial May 2006 - January 2007
Skills
Banking, Retirement Planning, Series 7, Investments, Trading
Education
The Ohio State University 2001 — 2006
Bachelor of Science, Personal Finance
Angela Vinokur's Ameriprise Financial Experience August 2005 - December 2008
Job Human Resources Professional/Communications/Public Relations
Industry Human Resources
Experience
Ameriprise Financial August 2005 - December 2008
Education
The Ohio State University 1996 — 2001
Communication/Public Relations
Ameriprise Financial August 2005 - December 2008
Education
The Ohio State University 1996 — 2001
Communication/Public Relations
John Longo's Ameriprise Financial Experience January 2001 - October 2004
Job Brokerage & Asset Management
Industry Financial Services
Experience
Brokerage Consulting Group, LLC June 2014 - Present
Western Asset Management December 2013 - June 2014
Accountemps 2012 - 2013
San Diego City Employees Retirement System June 2009 - October 2009
LPL Financial Corporation June 2006 - January 2009
First Allied 2005 - 2006
Target December 2004 - November 2005
Ameriprise Financial January 2001 - October 2004
Skills
Process Improvement, Asset Managment, Securities, Mutual Funds, Investments, Leadership, Sales, Microsoft Office
Education
New York Institute of Finance 2007 — 2007
Various Certificates, Investments & Banking
The University of North Dakota 1999 — 2000
Commercial Aviation
Thomson Financial - Prometric
Series 6, 7 & 63, FINRA Regulatory Authority
Brokerage Consulting Group, LLC June 2014 - Present
Western Asset Management December 2013 - June 2014
Accountemps 2012 - 2013
San Diego City Employees Retirement System June 2009 - October 2009
LPL Financial Corporation June 2006 - January 2009
First Allied 2005 - 2006
Target December 2004 - November 2005
Ameriprise Financial January 2001 - October 2004
Skills
Process Improvement, Asset Managment, Securities, Mutual Funds, Investments, Leadership, Sales, Microsoft Office
Education
New York Institute of Finance 2007 — 2007
Various Certificates, Investments & Banking
The University of North Dakota 1999 — 2000
Commercial Aviation
Thomson Financial - Prometric
Series 6, 7 & 63, FINRA Regulatory Authority
Joe Petrella's Ameriprise Financial Experience 2002 - 2007
Job Owner at Gates Mills Fitness LLC
Industry Professional Training & Coaching
Experience
Gates Mills Fitness LLC January 2012 - Present
Fitness Together Ohio November 2010 - February 2012
Citizens Bank - Flint October 2007 - October 2007
JPMorgan Chase December 2006 - October 2007
Ameriprise Financial 2002 - 2007
Skills
Fitness, Personal Training, Nutrition, Coaching, Program Management, Strategic Financial..., Investments, Small Business, Wellness, Entrepreneurship, Leadership Development, Team Building, Retirement Planning, Start-ups
Education
The Ohio State University 1999 — 2002
Human Ecology, Finance
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Gates Mills Fitness LLC January 2012 - Present
Fitness Together Ohio November 2010 - February 2012
Citizens Bank - Flint October 2007 - October 2007
JPMorgan Chase December 2006 - October 2007
Ameriprise Financial 2002 - 2007
Skills
Fitness, Personal Training, Nutrition, Coaching, Program Management, Strategic Financial..., Investments, Small Business, Wellness, Entrepreneurship, Leadership Development, Team Building, Retirement Planning, Start-ups
Education
The Ohio State University 1999 — 2002
Human Ecology, Finance
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Candace Bontrager's Ameriprise Financial Experience March 1996 - Present
Job Communications Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 1996 - Present
Skills
Internal Communications, Writing, Newsletters, Editing
Education
The University of North Dakota 1990 — 1994
Ameriprise Financial March 1996 - Present
Skills
Internal Communications, Writing, Newsletters, Editing
Education
The University of North Dakota 1990 — 1994
Cassie Henry's Ameriprise Financial Experience January 2006 - February 2012
Job Sr. Business Analyst at Prime Therapeutics
Industry Financial Services
Experience
Prime Therapeutics April 2013 - Present
North Dakota Dept. of Human Services- ITS March 2012 - March 2013
Ameriprise Financial January 2006 - February 2012
American Express/Ameriprise 1994 - 2012
Brooklyn Center High School 2008 - 2011
Ameriprise 1994 - 2009
American Express Financial Advisors 1994 - 2000
Skills
Documentation, Business Analysis, Securities, Vendor Management, Strategic Financial..., Wealth Management, Project Management, Insurance, Retirement Planning, Software Documentation, Mutual Funds, Leadership, Risk Management, Financial Services, Business Process, Requirements Gathering, Analysis, Business Process..., Business Requirements, SDLC
Education
Minot State University 1986 — 1991
BA, communications and business
The University of North Dakota 1985 — 1986
General Studies
Prime Therapeutics April 2013 - Present
North Dakota Dept. of Human Services- ITS March 2012 - March 2013
Ameriprise Financial January 2006 - February 2012
American Express/Ameriprise 1994 - 2012
Brooklyn Center High School 2008 - 2011
Ameriprise 1994 - 2009
American Express Financial Advisors 1994 - 2000
Skills
Documentation, Business Analysis, Securities, Vendor Management, Strategic Financial..., Wealth Management, Project Management, Insurance, Retirement Planning, Software Documentation, Mutual Funds, Leadership, Risk Management, Financial Services, Business Process, Requirements Gathering, Analysis, Business Process..., Business Requirements, SDLC
Education
Minot State University 1986 — 1991
BA, communications and business
The University of North Dakota 1985 — 1986
General Studies
Jeff Nowell's Ameriprise Financial Experience March 2001 - October 2008
Job Sr. Wealth Management & Trust Officer at People's United Bank
Industry Banking
Experience
People's United Bank November 2008 - Present
Ameriprise Financial March 2001 - October 2008
Education
Wake Forest University School of Law 1996 — 1999
JD, Law
The University of Georgia 1993 — 1996
BA, Political Science
People's United Bank November 2008 - Present
Ameriprise Financial March 2001 - October 2008
Education
Wake Forest University School of Law 1996 — 1999
JD, Law
The University of Georgia 1993 — 1996
BA, Political Science
Jayson Hesch's Ameriprise Financial Experience March 2009 - February 2012
Job Senior Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2014
Ameriprise Financial March 2009 - February 2012
Ameriprise Financial Services, Inc. July 2006 - February 2009
Ameriprise Financial Services, Inc. September 2002 - June 2006
Wells Fargo 2001 - 2002
Skills
Vendor Management, Series 63, Risk Management, Requirements Gathering, Mutual Funds, Financial Services, Fixed Income, Equities, Options, Securities, Series 7, Business Analysis, SDLC, Change Management
Education
The George Washington University - School of Business 1997 — 2001
BBA, Finance
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2014
Ameriprise Financial March 2009 - February 2012
Ameriprise Financial Services, Inc. July 2006 - February 2009
Ameriprise Financial Services, Inc. September 2002 - June 2006
Wells Fargo 2001 - 2002
Skills
Vendor Management, Series 63, Risk Management, Requirements Gathering, Mutual Funds, Financial Services, Fixed Income, Equities, Options, Securities, Series 7, Business Analysis, SDLC, Change Management
Education
The George Washington University - School of Business 1997 — 2001
BBA, Finance
Gary Bergeson, MSFS, CLU, ChFC, CEBS's Ameriprise Financial Experience September 1996 - April 2009
Job CoOwner at JP Ventures of Bloomington, LLC
Industry Financial Services
Experience
JP Ventures of Bloomington, LLC 2011 - Present
H & R Block January 2010 - April 2012
Ameriprise Financial Services, Inc. September 1996 - April 2009
Ameriprise Financial September 1996 - April 2009
IKON Office Solutions November 1994 - August 1996
First Bank System November 1986 - November 1994
Skills
Leadership, Management, Risk Management, Insurance, Analysis, Operations Management
Education
University of St. Thomas - Opus College of Business 2010 — 2010
Mini-MBA, Business
H&R Block 2009 — 2009
Tax
The American College 2000 — 2002
Master Science Financial Services (MSFS), CLU, ChFC, Financial Services
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
University of St. Thomas
BA, Business Administration-Finance
JP Ventures of Bloomington, LLC 2011 - Present
H & R Block January 2010 - April 2012
Ameriprise Financial Services, Inc. September 1996 - April 2009
Ameriprise Financial September 1996 - April 2009
IKON Office Solutions November 1994 - August 1996
First Bank System November 1986 - November 1994
Skills
Leadership, Management, Risk Management, Insurance, Analysis, Operations Management
Education
University of St. Thomas - Opus College of Business 2010 — 2010
Mini-MBA, Business
H&R Block 2009 — 2009
Tax
The American College 2000 — 2002
Master Science Financial Services (MSFS), CLU, ChFC, Financial Services
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
University of St. Thomas
BA, Business Administration-Finance
Katie Spika's Ameriprise Financial Experience March 2010 - May 2010
Job COO at Spika Welding and Manufacturing, Inc
Industry Aviation & Aerospace
Experience
Spika Design and Manufacturing, Inc September 2014 - Present
Spika Design and Manufacturing, Inc July 2011 - August 2014
United States Senate May 2010 - August 2010
Ameriprise Financial March 2010 - May 2010
Target June 2009 - December 2009
Skills
Small Business, Website Development, Photoshop, Accounting, Finance, PowerPoint, Marketing, Marketing Strategy, SEO, Quality Control, Leadership, QuickBooks, Solidworks, Government Contracting, International Sales, Online Advertising, Facebook, Social Media, Google Analytics, Proposal Writing, Process Improvement
Education
The University of Montana - School of Business Administration 2007 — 2011
B.S. in Business Administration, Finance, Marketing
Spika Design and Manufacturing, Inc September 2014 - Present
Spika Design and Manufacturing, Inc July 2011 - August 2014
United States Senate May 2010 - August 2010
Ameriprise Financial March 2010 - May 2010
Target June 2009 - December 2009
Skills
Small Business, Website Development, Photoshop, Accounting, Finance, PowerPoint, Marketing, Marketing Strategy, SEO, Quality Control, Leadership, QuickBooks, Solidworks, Government Contracting, International Sales, Online Advertising, Facebook, Social Media, Google Analytics, Proposal Writing, Process Improvement
Education
The University of Montana - School of Business Administration 2007 — 2011
B.S. in Business Administration, Finance, Marketing
Brock Even's Ameriprise Financial Experience April 2009 - April 2010
Job Vice President for Finance and Administrative Services at Loras College
Industry Higher Education
Experience
Loras College January 2015 - Present
Roadrunner Transportation Services May 2010 - November 2014
Ameriprise Financial April 2009 - April 2010
Deloitte July 2002 - April 2009
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, SEC filings, US GAAP, GAAP, CPA, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Variance Analysis
Education
The University of North Dakota 1997 — 2002
Bachelors of Accountancy and B.B.A. in Financial Management, Accounting and Finance
Loras College January 2015 - Present
Roadrunner Transportation Services May 2010 - November 2014
Ameriprise Financial April 2009 - April 2010
Deloitte July 2002 - April 2009
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, SEC filings, US GAAP, GAAP, CPA, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Variance Analysis
Education
The University of North Dakota 1997 — 2002
Bachelors of Accountancy and B.B.A. in Financial Management, Accounting and Finance
Adelaide El Zein, CFP®, MBA's Ameriprise Financial Experience October 2004 - April 2008
Job Financial Planner, Wealth Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
LPL Financial February 2015 - Present
COUNTRY Financial® April 2014 - January 2015
MW Boone & Associates January 2013 - January 2014
Bright Mountain Financial Services, LLC September 2010 - December 2012
Laird Norton Tyee 2008 - 2009
Ameriprise Financial October 2004 - April 2008
Skills
Financial Planning, Investments, Life Insurance, Annuities, Commercial Insurance, Disability Insurance, Long-term Care
Education
University of Washington
BA, Humanities
The American College
Certified Financial Planner
University of Phoenix
MBA
School name:
BA, University of Washington
Bank of America Merrill Lynch June 2015 - Present
LPL Financial February 2015 - Present
COUNTRY Financial® April 2014 - January 2015
MW Boone & Associates January 2013 - January 2014
Bright Mountain Financial Services, LLC September 2010 - December 2012
Laird Norton Tyee 2008 - 2009
Ameriprise Financial October 2004 - April 2008
Skills
Financial Planning, Investments, Life Insurance, Annuities, Commercial Insurance, Disability Insurance, Long-term Care
Education
University of Washington
BA, Humanities
The American College
Certified Financial Planner
University of Phoenix
MBA
School name:
BA, University of Washington
Brian Segebrecht's Ameriprise Financial Experience June 2007 - August 2007
Job Business Development Manager at Bayer HealthCare Animal Health
Industry Pharmaceuticals
Experience
Bayer HealthCare Animal Health June 2014 - Present
Bayer HealthCare Animal Health July 2011 - June 2014
Jayhawk Consulting October 2010 - July 2011
University of Kansas June 2010 - May 2011
Media Plus Consulting Ltd September 2008 - June 2009
Sigma Phi Epsilon Fraternity August 2007 - January 2008
Ameriprise Financial June 2007 - August 2007
Skills
Cross-functional Team..., New Business Development, Acquisitions, In-licensing, Acquisition Integration, Project Management, Business Planning, Financial Modeling, Strategy, Business Strategy
Education
University of Kansas 2010 — 2011
M.B.A
The University of Kansas 2003 — 2007
Bachelors of Science, Finance
Bayer HealthCare Animal Health June 2014 - Present
Bayer HealthCare Animal Health July 2011 - June 2014
Jayhawk Consulting October 2010 - July 2011
University of Kansas June 2010 - May 2011
Media Plus Consulting Ltd September 2008 - June 2009
Sigma Phi Epsilon Fraternity August 2007 - January 2008
Ameriprise Financial June 2007 - August 2007
Skills
Cross-functional Team..., New Business Development, Acquisitions, In-licensing, Acquisition Integration, Project Management, Business Planning, Financial Modeling, Strategy, Business Strategy
Education
University of Kansas 2010 — 2011
M.B.A
The University of Kansas 2003 — 2007
Bachelors of Science, Finance
Christopher Smith, CFP©'s Ameriprise Financial Experience March 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial March 2000 - Present
Education
The American College 2003 — 2005
CFP© Curriculum
University of North Florida - College of Business Administration 1996 — 1999
B.S.B.A., Banking and Finance
Allen D. Nease High School 1989 — 1993
College Prep Diploma
Ameriprise Financial March 2000 - Present
Education
The American College 2003 — 2005
CFP© Curriculum
University of North Florida - College of Business Administration 1996 — 1999
B.S.B.A., Banking and Finance
Allen D. Nease High School 1989 — 1993
College Prep Diploma
Bryan Bobo's Ameriprise Financial Experience May 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 1998 - Present
Education
The University of Georgia 1991 — 1996
BA
Montgomery Bell Academy 1986 — 1991
High School
Ameriprise Financial May 1998 - Present
Education
The University of Georgia 1991 — 1996
BA
Montgomery Bell Academy 1986 — 1991
High School
Teresa Kempf, CFP's Ameriprise Financial Experience July 1997 - Present
Job Financial Advisor Practioner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1997 - Present
FPA - Financial Planning Association 2008 - 2013
Education
University of Kansas 1987 — 1991
BS, Business Administration
Leadership Lawrence!
Ameriprise Financial July 1997 - Present
FPA - Financial Planning Association 2008 - 2013
Education
University of Kansas 1987 — 1991
BS, Business Administration
Leadership Lawrence!
Theophanis Pericleous, CRPC®'s Ameriprise Financial Experience December 1990 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial December 1990 - Present
Education
The George Washington University 1983 — 1986
Ameriprise Financial December 1990 - Present
Education
The George Washington University 1983 — 1986
Eric Kurzweg's Ameriprise Financial Experience November 2006 - December 2007
Job VP Client Portfolio Manager at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Asset Management January 2011 - Present
FAF Advisors/ First American Funds January 2008 - December 2010
Ameriprise Financial November 2006 - December 2007
Education
The University of North Dakota
BBA, Financial Management
University of St. Thomas - Opus College of Business
MBA
Nuveen Asset Management January 2011 - Present
FAF Advisors/ First American Funds January 2008 - December 2010
Ameriprise Financial November 2006 - December 2007
Education
The University of North Dakota
BBA, Financial Management
University of St. Thomas - Opus College of Business
MBA
Jordan Masnica's Ameriprise Financial Experience January 2009 - July 2010
Job Quantitative Analyst at Robert W. Baird &Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. July 2010 - February 2015
Ameriprise Financial January 2009 - July 2010
Ameriprise Financial May 2007 - July 2010
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Concentrations in Finance and General Management
University of Minnesota-Twin Cities 2003 — 2006
B.S., Economics, Math
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. July 2010 - February 2015
Ameriprise Financial January 2009 - July 2010
Ameriprise Financial May 2007 - July 2010
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Concentrations in Finance and General Management
University of Minnesota-Twin Cities 2003 — 2006
B.S., Economics, Math
Bianca Marrero's Ameriprise Financial Experience May 2005 - June 2006
Job Omni Financial Planner, Women's RTW at Macy's
Industry Retail
Experience
Macy's February 2015 - Present
Macy's February 2014 - February 2015
Macy's May 2012 - February 2014
Macy's May 2011 - May 2012
Macy's April 2008 - May 2011
Macy's September 2007 - April 2008
Macy's June 2006 - September 2007
Ameriprise Financial May 2005 - June 2006
Skills
Retail, Trend Analysis, Merchandising, Visual Merchandising, Fashion, Inventory Management, Forecasting, Merchandise Planning, Assortment, Store Management, Profit, Inventory Control, Retail Buying, JDA
Education
The George Washington University 2001 — 2005
Bachelor of Business Administration (BBA)
Thayer Academy 1997 — 2001
Macy's February 2015 - Present
Macy's February 2014 - February 2015
Macy's May 2012 - February 2014
Macy's May 2011 - May 2012
Macy's April 2008 - May 2011
Macy's September 2007 - April 2008
Macy's June 2006 - September 2007
Ameriprise Financial May 2005 - June 2006
Skills
Retail, Trend Analysis, Merchandising, Visual Merchandising, Fashion, Inventory Management, Forecasting, Merchandise Planning, Assortment, Store Management, Profit, Inventory Control, Retail Buying, JDA
Education
The George Washington University 2001 — 2005
Bachelor of Business Administration (BBA)
Thayer Academy 1997 — 2001
Elizabeth Aglubat's Ameriprise Financial Experience December 1990 - Present
Job Financial Advisor, Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial December 1990 - Present
Education
The George Washington University - School of Business
BBA, Finance
U. S. Naval Academy
Ameriprise Financial December 1990 - Present
Education
The George Washington University - School of Business
BBA, Finance
U. S. Naval Academy
Janet L. Hughes's Ameriprise Financial Experience 2007 - 2009
Job Instructional Systems Designer at MTS Technologies
Industry Education Management
Experience
MTS Technologies 2012 - Present
Aventine Hill Partners, Inc. 2011 - 2012
Grace Coffee Cafe @ TriPoint 2009 - 2011
Ameriprise Financial 2007 - 2009
USAA 2000 - 2006
USAA 1997 - 2000
USAA 1994 - 1997
USAA 1992 - 1994
Investors Diversified Services, Inc. (now Ameriprise Financial) 1990 - 1992
Education
Texas Tech University 1983 — 1989
B.S., Consumer Economics and Environmental Design, Family Financial Planning
MTS Technologies 2012 - Present
Aventine Hill Partners, Inc. 2011 - 2012
Grace Coffee Cafe @ TriPoint 2009 - 2011
Ameriprise Financial 2007 - 2009
USAA 2000 - 2006
USAA 1997 - 2000
USAA 1994 - 1997
USAA 1992 - 1994
Investors Diversified Services, Inc. (now Ameriprise Financial) 1990 - 1992
Education
Texas Tech University 1983 — 1989
B.S., Consumer Economics and Environmental Design, Family Financial Planning
Danielle Sandbaken's Ameriprise Financial Experience April 2010 - Present
Job Registered Principal at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
Education
The University of North Dakota
Ameriprise Financial April 2010 - Present
Education
The University of North Dakota
Brandi Rees's Ameriprise Financial Experience June 2014 - Present
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Sunny Day Academy July 2012 - February 2014
Education
The Ohio State University 2010 — 2014
Bachelor's Degree, Education and Human Ecology, 3.722
Ameriprise Financial June 2014 - Present
Sunny Day Academy July 2012 - February 2014
Education
The Ohio State University 2010 — 2014
Bachelor's Degree, Education and Human Ecology, 3.722
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.