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
Rae Haynes Rae Haynes's Ameriprise Financial Experience January 2013 - May 2013
Job at
Industry Education Management
Experience
Beazley August 2013 - Present
Renzulli Learning April 2010 - Present
The Metropolitan District June 2013 - August 2013
Ameriprise Financial January 2013 - May 2013
Trinity College June 2011 - May 2013
Trinity College April 2011 - May 2013
McDonough Elementary School February 2010 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft, SAP, Oracle, Accounting, Research, Event Planning, Leadership, Community Outreach, Social Networking, Customer Service, Fundraising, Public Speaking, PowerPoint, Social Media, Teaching
Education
Trinity College 2009 — 2013
Bachelor of Arts, Economics
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.2
Beazley August 2013 - Present
Renzulli Learning April 2010 - Present
The Metropolitan District June 2013 - August 2013
Ameriprise Financial January 2013 - May 2013
Trinity College June 2011 - May 2013
Trinity College April 2011 - May 2013
McDonough Elementary School February 2010 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft, SAP, Oracle, Accounting, Research, Event Planning, Leadership, Community Outreach, Social Networking, Customer Service, Fundraising, Public Speaking, PowerPoint, Social Media, Teaching
Education
Trinity College 2009 — 2013
Bachelor of Arts, Economics
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.2
Carlin Taylor Carlin Taylor's Ameriprise Financial Experience August 2008 - December 2008
Job Manager in Business Banking
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo August 2011 - February 2014
BHS Princeton May 2007 - October 2011
Wells Fargo Home Mortgage June 2010 - August 2011
Ameriprise Financial August 2008 - December 2008
Professional Masonry May 2006 - August 2006
Skills
Team Building, Loans, Credit, Team Leadership, Customer Service, Credit Analysis, Leadership, Mortgage Lending, Banking, Underwriting, Refinance, Microsoft Excel, Finance, Management, Outlook, Mortgage Banking
Education
University of Alabama at Birmingham 2009 — 2010
MS, Business Administration
University of Alabama 2005 — 2009
Bachelor of Science, Commerce and Business Administration; Finance - Financial and Banking Services
Wells Fargo February 2014 - Present
Wells Fargo August 2011 - February 2014
BHS Princeton May 2007 - October 2011
Wells Fargo Home Mortgage June 2010 - August 2011
Ameriprise Financial August 2008 - December 2008
Professional Masonry May 2006 - August 2006
Skills
Team Building, Loans, Credit, Team Leadership, Customer Service, Credit Analysis, Leadership, Mortgage Lending, Banking, Underwriting, Refinance, Microsoft Excel, Finance, Management, Outlook, Mortgage Banking
Education
University of Alabama at Birmingham 2009 — 2010
MS, Business Administration
University of Alabama 2005 — 2009
Bachelor of Science, Commerce and Business Administration; Finance - Financial and Banking Services
Perreda Manor Perreda Manor's Ameriprise Financial Experience March 2007 - January 2011
Job
Industry Financial Services
Experience
Ameriprise Financial March 2007 - January 2011
Ameriprise Financial May 2005 - June 2007
Skills
Financial Reporting, Financial Modeling, Microsoft Excel, Compliance, Training Delivery, Business Analysis, Strategic Planning, Cash Management, Accounts Receivable, Accounts Payable, Business Strategy, Outlook, Due Diligence, Banking, Accounting, Account Reconciliation, Financial Analysis, Strategic Financial..., Investments, Data Analysis, Insurance
Education
The University of Texas at Austin 2000 — 2005
Accounting
Ameriprise Financial March 2007 - January 2011
Ameriprise Financial May 2005 - June 2007
Skills
Financial Reporting, Financial Modeling, Microsoft Excel, Compliance, Training Delivery, Business Analysis, Strategic Planning, Cash Management, Accounts Receivable, Accounts Payable, Business Strategy, Outlook, Due Diligence, Banking, Accounting, Account Reconciliation, Financial Analysis, Strategic Financial..., Investments, Data Analysis, Insurance
Education
The University of Texas at Austin 2000 — 2005
Accounting
Ronald Giunta Ronald Giunta's Ameriprise Financial Experience April 1996 - August 2010
Job CFP® at Flagship Private Wealth
Industry Financial Services
Experience
Flagship Private Wealth August 2010 - Present
Ameriprise Financial April 1996 - August 2010
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investments, Series 63, Alternative Investments, Portfolio Management
Education
Tufts University 1985 — 1989
BA, Economics
beverly high school 1981 — 1985
Flagship Private Wealth August 2010 - Present
Ameriprise Financial April 1996 - August 2010
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investments, Series 63, Alternative Investments, Portfolio Management
Education
Tufts University 1985 — 1989
BA, Economics
beverly high school 1981 — 1985
Paige Endres Paige Endres's Ameriprise Financial Experience February 2009 - July 2009
Job Corporate Reviewer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - February 2013
Ameriprise Financial February 2009 - July 2009
Ameriprise Financial Advisors January 2008 - January 2009
Ameriprise Financial Advisors October 2006 - November 2007
Ameriprise Financial July 2005 - October 2006
Ameriprise Financial March 2004 - July 2005
Ameriprise Financial June 2003 - March 2004
Education
The University of North Dakota 2000 — 2002
M.A., Mass Communication
The University of North Dakota 1997 — 2000
B.A., Mass Communication
Ameriprise Financial Services, Inc. October 2009 - February 2013
Ameriprise Financial February 2009 - July 2009
Ameriprise Financial Advisors January 2008 - January 2009
Ameriprise Financial Advisors October 2006 - November 2007
Ameriprise Financial July 2005 - October 2006
Ameriprise Financial March 2004 - July 2005
Ameriprise Financial June 2003 - March 2004
Education
The University of North Dakota 2000 — 2002
M.A., Mass Communication
The University of North Dakota 1997 — 2000
B.A., Mass Communication
Carl Thorne-Thomsen's Ameriprise Financial Experience June 2008 - August 2008
Job Graduate School Fellow at Education Pioneers
Industry Higher Education
Experience
Civitas Learning June 2015 - Present
Education Pioneers June 2015 - Present
McCombs School of Business July 2014 - Present
BookAround January 2015 - Present
Dallas ISD July 2013 - June 2014
Dallas ISD August 2011 - June 2014
Teach for America May 2011 - June 2013
University of Texas at Austin August 2007 - May 2011
Ameriprise Financial June 2008 - August 2008
Skills
Teaching, Presentations, PowerPoint, Student Engagement, Student Counseling, Coaching, Tennis, Problem Solving, Public Speaking, Goal-driven leader, Self-motivated Team..., Data Tracking, Data Analysis, Higher Education, Curriculum Development, Fundraising, Social Media, Microsoft Office, Microsoft Excel, Research, Editing, Event Planning, Nonprofits
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin 2007 — 2011
B.A., Economics, Philosophy
Civitas Learning June 2015 - Present
Education Pioneers June 2015 - Present
McCombs School of Business July 2014 - Present
BookAround January 2015 - Present
Dallas ISD July 2013 - June 2014
Dallas ISD August 2011 - June 2014
Teach for America May 2011 - June 2013
University of Texas at Austin August 2007 - May 2011
Ameriprise Financial June 2008 - August 2008
Skills
Teaching, Presentations, PowerPoint, Student Engagement, Student Counseling, Coaching, Tennis, Problem Solving, Public Speaking, Goal-driven leader, Self-motivated Team..., Data Tracking, Data Analysis, Higher Education, Curriculum Development, Fundraising, Social Media, Microsoft Office, Microsoft Excel, Research, Editing, Event Planning, Nonprofits
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin 2007 — 2011
B.A., Economics, Philosophy
Kent F Larson Kent F Larson's Ameriprise Financial Experience December 2003 - May 2006
Job Director of Sales Education at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Allianz Life September 2014 - February 2015
Feltl and Company November 2012 - April 2014
ING August 2008 - October 2012
ING June 2006 - August 2008
Ameriprise Financial December 2003 - May 2006
Edward Jones June 2001 - December 2002
Piper Jaffray February 2000 - May 2001
Southwestern Company January 1994 - August 1999
Skills
Retirement Planning, Series 63, Investments, Fixed Annuities, Relationship Management, Life Insurance, Series 7, Mutual Funds, Wealth Management, Business Development, Finance, Marketing, Sales Operations, Insurance, Marketing Strategy, Financial Advisory, Training, Strategic Financial..., Sales, New Business Development, Equities, Financial Planning
Education
The University of North Dakota 1994 — 1999
Communications, Public Relations
The University of North Dakota
Voya Financial March 2015 - Present
Allianz Life September 2014 - February 2015
Feltl and Company November 2012 - April 2014
ING August 2008 - October 2012
ING June 2006 - August 2008
Ameriprise Financial December 2003 - May 2006
Edward Jones June 2001 - December 2002
Piper Jaffray February 2000 - May 2001
Southwestern Company January 1994 - August 1999
Skills
Retirement Planning, Series 63, Investments, Fixed Annuities, Relationship Management, Life Insurance, Series 7, Mutual Funds, Wealth Management, Business Development, Finance, Marketing, Sales Operations, Insurance, Marketing Strategy, Financial Advisory, Training, Strategic Financial..., Sales, New Business Development, Equities, Financial Planning
Education
The University of North Dakota 1994 — 1999
Communications, Public Relations
The University of North Dakota
Charlton Havard Lyons, IV, CFP®, ChFC, CLU, CRPC, APMA's Ameriprise Financial Experience March 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 1998 - Present
Ameriprise Financial April 2001 - July 2006
Education
Trinity University
BS, Economics/Finance
Captain Shreve
Ameriprise Financial March 1998 - Present
Ameriprise Financial April 2001 - July 2006
Education
Trinity University
BS, Economics/Finance
Captain Shreve
Amber Hill Amber Hill's Ameriprise Financial Experience August 2009 - June 2011
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
OneVision Solutions June 2011 - May 2013
Ameriprise Financial August 2009 - June 2011
Wells Fargo July 2008 - July 2009
Wells Fargo September 2006 - July 2008
Education
The University of Texas at Arlington 2006 — 2011
Bachelors, Business Finance
Ameriprise Financial Services, Inc. May 2013 - Present
OneVision Solutions June 2011 - May 2013
Ameriprise Financial August 2009 - June 2011
Wells Fargo July 2008 - July 2009
Wells Fargo September 2006 - July 2008
Education
The University of Texas at Arlington 2006 — 2011
Bachelors, Business Finance
Greg Mellang Greg Mellang's Ameriprise Financial Experience May 2004 - June 2007
Job ELM STATEWIDE ADMINISTRATOR at State of Minnesota
Industry E-Learning
Experience
State of Minnesota June 2014 - Present
Fotodog Photography & Design May 1988 - Present
State of Minnesota June 2013 - June 2014
Infor August 2011 - March 2013
Cambridge Camera Club 2012 - 2013
Minnesota RollerGirls 2003 - 2013
Minnesota Department of Natural Resources August 2003 - August 2012
Lawson Software July 2007 - August 2011
Ameriprise Financial May 2004 - June 2007
Ameriprise Financial Services, Inc. June 2002 - May 2004
Skills
E-Learning, Learning Management..., Training, Captivate, Camtasia, Instructional Design, Photoshop, Needs Analysis, Instructor-led Training, Training Delivery, Dreamweaver, Content Management, Learning Management, WebEx, Content Development, Flash, Multimedia, Microsoft Office, Photography, Illustrator, SCORM, Blended Learning, Workshop Facilitation, Video Production, Premiere, Articulate Studio, Articulate Suite, Hands-on Training, Lightroom, Camtasia Studio, Sound Editing, Adobe Lightroom, Mind Mapping, Storyboarding, Articulate Storyline
Education
University of Minnesota-Twin Cities 2013 — 2013
Interprofessional Healthcare Informatics
The University of South Dakota 1981 — 1985
Bachelor of Science, Business Administration
Gettysburg High School 1977 — 1980
State of Minnesota June 2014 - Present
Fotodog Photography & Design May 1988 - Present
State of Minnesota June 2013 - June 2014
Infor August 2011 - March 2013
Cambridge Camera Club 2012 - 2013
Minnesota RollerGirls 2003 - 2013
Minnesota Department of Natural Resources August 2003 - August 2012
Lawson Software July 2007 - August 2011
Ameriprise Financial May 2004 - June 2007
Ameriprise Financial Services, Inc. June 2002 - May 2004
Skills
E-Learning, Learning Management..., Training, Captivate, Camtasia, Instructional Design, Photoshop, Needs Analysis, Instructor-led Training, Training Delivery, Dreamweaver, Content Management, Learning Management, WebEx, Content Development, Flash, Multimedia, Microsoft Office, Photography, Illustrator, SCORM, Blended Learning, Workshop Facilitation, Video Production, Premiere, Articulate Studio, Articulate Suite, Hands-on Training, Lightroom, Camtasia Studio, Sound Editing, Adobe Lightroom, Mind Mapping, Storyboarding, Articulate Storyline
Education
University of Minnesota-Twin Cities 2013 — 2013
Interprofessional Healthcare Informatics
The University of South Dakota 1981 — 1985
Bachelor of Science, Business Administration
Gettysburg High School 1977 — 1980
Norman Chu, CRPC® Norman Chu, CRPC®'s Ameriprise Financial Experience 2004 - Present
Job Financial Advisor, Associate VP, Business Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc. April 2010 - Present
Ameriprise Financial 2004 - Present
Skills
Retirement Planning, Finance, Financial Planning, Mutual Funds, Financial Services, Estate Planning, Retirement, Investment Strategies, Investments, Leadership
Education
The University of Texas at Austin 1999 — 2003
BA, Economics
The Woodlands High 1996 — 1999
Graduated Cum Laude
Ameriprise Financial Services Inc. April 2010 - Present
Ameriprise Financial 2004 - Present
Skills
Retirement Planning, Finance, Financial Planning, Mutual Funds, Financial Services, Estate Planning, Retirement, Investment Strategies, Investments, Leadership
Education
The University of Texas at Austin 1999 — 2003
BA, Economics
The Woodlands High 1996 — 1999
Graduated Cum Laude
Rebecca Jeffreys, CFP® Rebecca Jeffreys, CFP®'s Ameriprise Financial Experience January 2011 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2011 - Present
Skills
Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Data Analysis, Financial Modeling, Strategy, Financial Services, Analysis
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ameriprise Financial January 2011 - Present
Skills
Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Data Analysis, Financial Modeling, Strategy, Financial Services, Analysis
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jon Cunningham Jon Cunningham's Ameriprise Financial Experience 2006 - 2007
Job Managing Member & Financial Consultant at Cunningham Financial Group LLC
Industry Investment Management
Experience
Cunningham Financial Group LLC August 2011 - Present
Northwestern Mutual Financial Network March 2007 - July 2011
Ameriprise Financial 2006 - 2007
Price Waterhouse Coopers 2005 - 2006
Skills
Finance, Management, Retirement, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Fixed Annuities, Wealth Management, Life Insurance, Disability Insurance, 401k, Risk Management, Securities, Customer Service, Financial Analysis, Long-term Care, Financial Planning
Education
University of Alabama at Birmingham 2006 — 2008
B.S., Finance & Quantitative Methods
Cunningham Financial Group LLC August 2011 - Present
Northwestern Mutual Financial Network March 2007 - July 2011
Ameriprise Financial 2006 - 2007
Price Waterhouse Coopers 2005 - 2006
Skills
Finance, Management, Retirement, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Fixed Annuities, Wealth Management, Life Insurance, Disability Insurance, 401k, Risk Management, Securities, Customer Service, Financial Analysis, Long-term Care, Financial Planning
Education
University of Alabama at Birmingham 2006 — 2008
B.S., Finance & Quantitative Methods
Claudia Ossa Cope's Ameriprise Financial Experience February 2010 - August 2013
Job Financial Planning Assistant at GA Repple & Company
Industry Financial Services
Experience
GA Repple & Company August 2013 - Present
Ameriprise Financial February 2010 - August 2013
WYNDHAM HOTELS & RESORTS July 2009 - August 2009
Harley-Davidson Motor Company October 2008 - February 2009
RR Donnelley February 2008 - October 2008
American Red Cross October 2007 - February 2008
Ginn Company October 2005 - March 2007
Whirlpool Corporation January 2003 - April 2005
Skills
Inventory Management, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Accounting, Financial Analysis, Microsoft Word, Access, Sales, Accounts Payable, PowerPoint, SAP, Finance, Invoicing, Spreadsheets, Financial Services
Education
Valencia Community College 2007 — 2008
Technical Certificate in Business Management
Universidad EAN 1989 — 1993
BBA, Business Administration.
GA Repple & Company August 2013 - Present
Ameriprise Financial February 2010 - August 2013
WYNDHAM HOTELS & RESORTS July 2009 - August 2009
Harley-Davidson Motor Company October 2008 - February 2009
RR Donnelley February 2008 - October 2008
American Red Cross October 2007 - February 2008
Ginn Company October 2005 - March 2007
Whirlpool Corporation January 2003 - April 2005
Skills
Inventory Management, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Accounting, Financial Analysis, Microsoft Word, Access, Sales, Accounts Payable, PowerPoint, SAP, Finance, Invoicing, Spreadsheets, Financial Services
Education
Valencia Community College 2007 — 2008
Technical Certificate in Business Management
Universidad EAN 1989 — 1993
BBA, Business Administration.
Jack BenAry CFP, CLU, CAP Jack BenAry CFP, CLU, CAP's Ameriprise Financial Experience April 1996 - August 2008
Job Sales Manager at MassMutual San Francisco
Industry Insurance
Experience
MassMutual San Francisco July 2013 - Present
New York Life Insurance Company E/O/E February 2009 - July 2013
Ameriprise Financial April 1996 - August 2008
Skills
Retirement Planning, Strategic Financial..., Insurance, Employee Benefits, 401k, Disability Insurance, Financial Services, Fixed Annuities, Leadership, Recruiting, Estate Planning, Retirement, Financial Advisory, Life Insurance, Securities, Finance, Asset Allocation, Long-term Care, Series 7, Mutual Funds, Long Term Care Insurance, Series 63, Financial Planners, Training, Personal Finance, Wealth Management, IRAs, Portfolio Management
Education
University at Buffalo 1970 — 1973
BA, Liberal Arts
Stuyvesant High School
MassMutual San Francisco July 2013 - Present
New York Life Insurance Company E/O/E February 2009 - July 2013
Ameriprise Financial April 1996 - August 2008
Skills
Retirement Planning, Strategic Financial..., Insurance, Employee Benefits, 401k, Disability Insurance, Financial Services, Fixed Annuities, Leadership, Recruiting, Estate Planning, Retirement, Financial Advisory, Life Insurance, Securities, Finance, Asset Allocation, Long-term Care, Series 7, Mutual Funds, Long Term Care Insurance, Series 63, Financial Planners, Training, Personal Finance, Wealth Management, IRAs, Portfolio Management
Education
University at Buffalo 1970 — 1973
BA, Liberal Arts
Stuyvesant High School
Darcy Lloyd Darcy Lloyd's Ameriprise Financial Experience January 2010 - June 2010
Job at
Industry Leisure, Travel & Tourism
Experience
ZOZI August 2014 - Present
ZOZI January 2014 - August 2014
Monroe Personnel Service LLC and Temptime September 2012 - December 2013
US Forest Service June 2011 - October 2011
Certificate of International Studies in Business May 2010 - June 2011
Global Business Case Competition December 2010 - April 2011
World Affairs Council August 2010 - December 2010
Ameriprise Financial January 2010 - June 2010
North Cascades Smokejumper Base June 2007 - September 2009
Skills
Social Media, Marketing, Event Planning, Microsoft Office, Event Management, Leadership, Spanish-speaking, Research, Spanish, PowerPoint, Microsoft Excel, Email Marketing, Data Analysis, Access, Outlook, Community Outreach, Microsoft Word, photoshop, HTML Emails, Basic HTML, Team Building, Management, Photoshop, Data Entry, Analysis
Education
University of Washington 2006 — 2011
Certificate of International Studies In Business, Business Administration (Finance); Spanish
University of Washington, Michael G. Foster School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Finance, International Business
Universidad de Cádiz 2008 — 2009
ZOZI August 2014 - Present
ZOZI January 2014 - August 2014
Monroe Personnel Service LLC and Temptime September 2012 - December 2013
US Forest Service June 2011 - October 2011
Certificate of International Studies in Business May 2010 - June 2011
Global Business Case Competition December 2010 - April 2011
World Affairs Council August 2010 - December 2010
Ameriprise Financial January 2010 - June 2010
North Cascades Smokejumper Base June 2007 - September 2009
Skills
Social Media, Marketing, Event Planning, Microsoft Office, Event Management, Leadership, Spanish-speaking, Research, Spanish, PowerPoint, Microsoft Excel, Email Marketing, Data Analysis, Access, Outlook, Community Outreach, Microsoft Word, photoshop, HTML Emails, Basic HTML, Team Building, Management, Photoshop, Data Entry, Analysis
Education
University of Washington 2006 — 2011
Certificate of International Studies In Business, Business Administration (Finance); Spanish
University of Washington, Michael G. Foster School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Finance, International Business
Universidad de Cádiz 2008 — 2009
Kimberly Sawyer, MBA Kimberly Sawyer, MBA's Ameriprise Financial Experience July 2010 - August 2014
Job Mgr HR Business Partner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - August 2015
Norwex August 2013 - August 2015
Ameriprise Financial July 2010 - August 2014
Ameriprise Financial Services, Inc. February 2006 - July 2010
Old Cornerstone Financial September 2004 - January 2006
Southside Family Nurturing Center December 2001 - September 2004
Skills
Human Resources, Onboarding, Employee Engagement, Interviews, Performance Management, Organizational..., Leadership, Talent Management, Employee Benefits, New Hire Orientations, Management, Payroll, Strategy, Employee Relations
Education
University of St. Thomas - Opus College of Business 2003 — 2006
MBA, Human Resources
The University of North Dakota 1997 — 2001
Bachelors, Social Work
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - August 2015
Norwex August 2013 - August 2015
Ameriprise Financial July 2010 - August 2014
Ameriprise Financial Services, Inc. February 2006 - July 2010
Old Cornerstone Financial September 2004 - January 2006
Southside Family Nurturing Center December 2001 - September 2004
Skills
Human Resources, Onboarding, Employee Engagement, Interviews, Performance Management, Organizational..., Leadership, Talent Management, Employee Benefits, New Hire Orientations, Management, Payroll, Strategy, Employee Relations
Education
University of St. Thomas - Opus College of Business 2003 — 2006
MBA, Human Resources
The University of North Dakota 1997 — 2001
Bachelors, Social Work
Kristen Burbank Kristen Burbank's Ameriprise Financial Experience December 2005 - March 2013
Job Owner at Mojo Fit Studios
Industry Consumer Services
Experience
Mojo Fit Studios August 2013 - Present
Ameriprise Financial December 2005 - March 2013
CorePower Yoga November 2010 - October 2012
BI August 2004 - December 2005
Microsoft Business Solutions/Great Plains Software April 2000 - January 2001
Skills
Training, Business Analysis, Cross-functional Team..., Marketing Strategy, Process Improvement, Customer Satisfaction, Leadership, Management, Strategic Planning, Project Management, Business Process..., Program Management, Business Intelligence, Leadership Development, Marketing
Education
Blooma Yoga 2013 — 2013
Prenatal Yoga Certification
CorePower Yoga 2011 — 2011
200 Hour Yoga Certification
CorePower Yoga 2010 — 2010
Yoga Sculpt Certification
The University of North Dakota 1999 — 2004
Business and Public Administration, Management Information Systems
Mojo Fit Studios August 2013 - Present
Ameriprise Financial December 2005 - March 2013
CorePower Yoga November 2010 - October 2012
BI August 2004 - December 2005
Microsoft Business Solutions/Great Plains Software April 2000 - January 2001
Skills
Training, Business Analysis, Cross-functional Team..., Marketing Strategy, Process Improvement, Customer Satisfaction, Leadership, Management, Strategic Planning, Project Management, Business Process..., Program Management, Business Intelligence, Leadership Development, Marketing
Education
Blooma Yoga 2013 — 2013
Prenatal Yoga Certification
CorePower Yoga 2011 — 2011
200 Hour Yoga Certification
CorePower Yoga 2010 — 2010
Yoga Sculpt Certification
The University of North Dakota 1999 — 2004
Business and Public Administration, Management Information Systems
Scott Hammel, CFP® Scott Hammel, CFP®'s Ameriprise Financial Experience 2007 - May 2010
Job Financial Planner at Atlas Wealth Advisors
Industry Financial Services
Experience
Atlas Wealth Advisors May 2010 - Present
Ameriprise Financial 2007 - May 2010
Balfour Beatty Construction 2004 - 2007
Skills
Finance, Investments, Financial Planning, Financial Advisory, Securities, Strategic Planning
Education
The University of Texas at Austin 2000 — 2004
BSCE, Civil Engineering
CFA Institute
Level II Candidate in the CFA Program
Atlas Wealth Advisors May 2010 - Present
Ameriprise Financial 2007 - May 2010
Balfour Beatty Construction 2004 - 2007
Skills
Finance, Investments, Financial Planning, Financial Advisory, Securities, Strategic Planning
Education
The University of Texas at Austin 2000 — 2004
BSCE, Civil Engineering
CFA Institute
Level II Candidate in the CFA Program
Casia Chappell, CFP® Casia Chappell, CFP®'s Ameriprise Financial Experience 2010 - 2012
Job Relationship Manager at Sapient Private Wealth Management
Industry Financial Services
Experience
Sapient Private Wealth Management 2012 - Present
Ameriprise Financial 2010 - 2012
Silvan Ridge / Hinman Vineyards September 2010 - November 2010
Diversions Cafe - University of Puget Sound 2007 - 2010
Skills
Series 7, Equities, Insurance, Wealth Management..., Risk Management, Financial Modeling, FINRA, Relationship Management, Financial Analysis
Education
University of Puget Sound 2006 — 2010
B.A., Politics and Government, French Literature
Université de Bourgogne 2009 — 2009
Study Abroad, French Language
Sapient Private Wealth Management 2012 - Present
Ameriprise Financial 2010 - 2012
Silvan Ridge / Hinman Vineyards September 2010 - November 2010
Diversions Cafe - University of Puget Sound 2007 - 2010
Skills
Series 7, Equities, Insurance, Wealth Management..., Risk Management, Financial Modeling, FINRA, Relationship Management, Financial Analysis
Education
University of Puget Sound 2006 — 2010
B.A., Politics and Government, French Literature
Université de Bourgogne 2009 — 2009
Study Abroad, French Language
David Frasz's Ameriprise Financial Experience January 2011 - April 2011
Job Analyst at Arbor Commercial Mortgage
Industry Financial Services
Experience
Arbor Commercial Mortgage December 2014 - Present
J.P. Morgan January 2014 - November 2014
State Street June 2013 - January 2014
Keshet December 2012 - May 2013
Integrated Computer Solutions, Inc. November 2011 - September 2012
Bangor Savings Bank July 2011 - November 2011
Ameriprise Financial January 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, Research, Economics, Leadership, Salesforce.com, Teamwork, Customer Service, Critical Thinking, Problem Solving, Writing, Strategic Thinking, Qualitative Research, Quantitative Research, Market Research, PowerPoint, QuickBooks, Social Networking, Stata, Financial Accounting, Mathematics, Policy, Invoicing, Peer Tutoring, Eviews, Commercial Real Estate..., Mortgage Underwriting, Real Estate Financing, Fannie Mae, Freddie Mac, Bridge Loans, CMBS, Confidentiality, Anti Money Laundering, Regulatory Compliance, Foreign Exchange, Trade Processing, Creativity, Microsoft Outlook, Athletic Training, Grant Writing, Wall Street Systems, FXall, Misys, Python, CLS, IBS, MShare, GDT, i-Vault
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Managerial Economics, Magna Cum Laude
Foxcroft Academy 2006 — 2007
Kimball Union Academy 2003 — 2006
Arbor Commercial Mortgage December 2014 - Present
J.P. Morgan January 2014 - November 2014
State Street June 2013 - January 2014
Keshet December 2012 - May 2013
Integrated Computer Solutions, Inc. November 2011 - September 2012
Bangor Savings Bank July 2011 - November 2011
Ameriprise Financial January 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, Research, Economics, Leadership, Salesforce.com, Teamwork, Customer Service, Critical Thinking, Problem Solving, Writing, Strategic Thinking, Qualitative Research, Quantitative Research, Market Research, PowerPoint, QuickBooks, Social Networking, Stata, Financial Accounting, Mathematics, Policy, Invoicing, Peer Tutoring, Eviews, Commercial Real Estate..., Mortgage Underwriting, Real Estate Financing, Fannie Mae, Freddie Mac, Bridge Loans, CMBS, Confidentiality, Anti Money Laundering, Regulatory Compliance, Foreign Exchange, Trade Processing, Creativity, Microsoft Outlook, Athletic Training, Grant Writing, Wall Street Systems, FXall, Misys, Python, CLS, IBS, MShare, GDT, i-Vault
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Managerial Economics, Magna Cum Laude
Foxcroft Academy 2006 — 2007
Kimball Union Academy 2003 — 2006
John Pupa John Pupa's Ameriprise Financial Experience October 1992 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1992 - Present
Pope John Paul II High School June 2008 - October 2012
Education
United States Merchant Marine Academy 1977 — 1981
BS, Marine Science
Ameriprise Financial October 1992 - Present
Pope John Paul II High School June 2008 - October 2012
Education
United States Merchant Marine Academy 1977 — 1981
BS, Marine Science
Jeffrey Hendel, CRPC®, CFS®, AAMS® Jeffrey Hendel, CRPC®, CFS®, AAMS®'s Ameriprise Financial Experience 1997 - Present
Job An Ameriprise Private Wealth Advisory Practice at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1997 - Present
Education
University at Albany, SUNY 1991 — 1993
B.A.
Half Hollow Hills High School West
Ameriprise Financial 1997 - Present
Education
University at Albany, SUNY 1991 — 1993
B.A.
Half Hollow Hills High School West
Don C. Chip Guggemos, Jr. CFP®, CRPC® Don C. Chip Guggemos, Jr. CFP®, CRPC®'s Ameriprise Financial Experience May 1997 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial May 1997 - Present
US Army May 1986 - August 1995
Education
United States Military Academy at West Point 1982 — 1986
BS, Applied Sciences Interdisciplinary
Ameriprise Financial May 1997 - Present
US Army May 1986 - August 1995
Education
United States Military Academy at West Point 1982 — 1986
BS, Applied Sciences Interdisciplinary
Charles Rucker,CFP® Charles Rucker,CFP®'s Ameriprise Financial Experience 1998 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1998 - Present
Education
Trinity University
Bachelor's degree
Ameriprise Financial 1998 - Present
Education
Trinity University
Bachelor's degree
Helmut Ogris's Ameriprise Financial Experience July 2012 - July 2013
Job Vice President at Homes By DHR
Industry Construction
Experience
Homes By DHR July 2013 - Present
Ameriprise Financial July 2012 - July 2013
Ohana Adult Care August 2007 - July 2012
Homecraft Development, Inc. January 1995 - July 2008
Homecraft Consultants March 1992 - March 1995
Diversified Development Co. September 1989 - March 1992
Young American Homes, Inc. April 1983 - September 1989
U.S. Home Corp. October 1980 - April 1983
Skills
Leadership, Management, Strategic Planning, Sales, Consulting, Negotiation, Leadership Development, Analysis, Time Management, Budgets
Education
State University of New York at Albany 1975 — 1979
Bachelor of Arts (B.A.), Economics
Homes By DHR July 2013 - Present
Ameriprise Financial July 2012 - July 2013
Ohana Adult Care August 2007 - July 2012
Homecraft Development, Inc. January 1995 - July 2008
Homecraft Consultants March 1992 - March 1995
Diversified Development Co. September 1989 - March 1992
Young American Homes, Inc. April 1983 - September 1989
U.S. Home Corp. October 1980 - April 1983
Skills
Leadership, Management, Strategic Planning, Sales, Consulting, Negotiation, Leadership Development, Analysis, Time Management, Budgets
Education
State University of New York at Albany 1975 — 1979
Bachelor of Arts (B.A.), Economics
Saadia Carter Saadia Carter's Ameriprise Financial Experience May 2006 - August 2006
Job Hazard Insurance Specialist II at Assurant
Industry Insurance
Experience
Assurant January 2008 - Present
Ameriprise Financial May 2006 - August 2006
Bells Signs, LTD June 2004 - August 2004
Education
Troy State University 2008 — 2010
MBA, General Management, 3.3
Florida A & M University 2003 — 2007
Bachelor of Science, Economics
Assurant January 2008 - Present
Ameriprise Financial May 2006 - August 2006
Bells Signs, LTD June 2004 - August 2004
Education
Troy State University 2008 — 2010
MBA, General Management, 3.3
Florida A & M University 2003 — 2007
Bachelor of Science, Economics
Scott Lemieux , MS's Ameriprise Financial Experience July 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2005 - Present
American Express Financial Advisors September 1997 - July 2005
Bath Iron Works October 1996 - May 1997
TRC Environmental September 1995 - October 1996
U.S. Army Reserve June 1985 - September 1994
Beth Israel Deaconess Medical Center January 1989 - September 1992
Joslin Diabetes Center March 1987 - January 1989
Maine Army National Guard June 1980 - June 1985
Education
Tufts University 1992 — 1994
MS, Environmental Engineering
University of Maine 1981 — 1985
Bachelor's, Zoology
Ameriprise Financial July 2005 - Present
American Express Financial Advisors September 1997 - July 2005
Bath Iron Works October 1996 - May 1997
TRC Environmental September 1995 - October 1996
U.S. Army Reserve June 1985 - September 1994
Beth Israel Deaconess Medical Center January 1989 - September 1992
Joslin Diabetes Center March 1987 - January 1989
Maine Army National Guard June 1980 - June 1985
Education
Tufts University 1992 — 1994
MS, Environmental Engineering
University of Maine 1981 — 1985
Bachelor's, Zoology
Hillary Lichtenstein Hillary Lichtenstein's Ameriprise Financial Experience June 2009 - August 2009
Job Team Lead, Partner Management at SocialCode
Industry Marketing and Advertising
Experience
SocialCode February 2015 - Present
SocialCode September 2013 - January 2015
Brand Knew July 2011 - September 2013
UBS Wealth Management July 2010 - August 2010
Ameriprise Financial June 2009 - August 2009
Skills
Social Media Marketing, Social Media, Facebook, Strategy, New Media Marketing, New Media Strategy, Digital Media, Marketing Strategy, Social Networking, New Media Consulting, Marketing, Integrated Marketing, Web Services, Start-ups
Education
Tufts University 2007 — 2011
B.A, Magna Cum Laude, Economics and Psychology
SocialCode February 2015 - Present
SocialCode September 2013 - January 2015
Brand Knew July 2011 - September 2013
UBS Wealth Management July 2010 - August 2010
Ameriprise Financial June 2009 - August 2009
Skills
Social Media Marketing, Social Media, Facebook, Strategy, New Media Marketing, New Media Strategy, Digital Media, Marketing Strategy, Social Networking, New Media Consulting, Marketing, Integrated Marketing, Web Services, Start-ups
Education
Tufts University 2007 — 2011
B.A, Magna Cum Laude, Economics and Psychology
Klenton Tomori's Ameriprise Financial Experience March 2010 - May 2010
Job Senior Business Analyst Strategy, Creative Direction & Future at Reebok
Industry Sporting Goods
Experience
Reebok December 2014 - Present
Reebok November 2012 - November 2014
Reebok February 2011 - October 2012
Reebok July 2010 - January 2011
Ameriprise Financial March 2010 - May 2010
Reebok June 2009 - August 2009
Reebok June 2008 - August 2008
Education
Union College 2006 — 2010
Bachelor's degree, Interdepartamental in Science, Medicine and Technology and Spanish
Reebok December 2014 - Present
Reebok November 2012 - November 2014
Reebok February 2011 - October 2012
Reebok July 2010 - January 2011
Ameriprise Financial March 2010 - May 2010
Reebok June 2009 - August 2009
Reebok June 2008 - August 2008
Education
Union College 2006 — 2010
Bachelor's degree, Interdepartamental in Science, Medicine and Technology and Spanish
David R Megarity, CFP® David R Megarity, CFP®'s Ameriprise Financial Experience January 1992 - October 1994
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Merrill Lynch October 2007 - June 2009
Banc of America Investment Services October 1994 - October 2007
Ameriprise Financial January 1992 - October 1994
Education
The University of Texas at Austin
Economics, Liberal Arts
Wells Fargo Advisors June 2009 - Present
Merrill Lynch October 2007 - June 2009
Banc of America Investment Services October 1994 - October 2007
Ameriprise Financial January 1992 - October 1994
Education
The University of Texas at Austin
Economics, Liberal Arts
Lauren Bland Lauren Bland's Ameriprise Financial Experience October 2007 - Present
Job Office Manager
Industry Financial Services
Experience
Ameriprise Financial October 2007 - Present
CBS Radio July 2006 - December 2010
Primary Pediatrics June 2003 - October 2007
Red Stone Title & Abstract, LLC June 2005 - August 2005
Trinity College - Hartford August 2004 - May 2005
Skills
Microsoft Office, Outlook, Contact Manager, Event Planning, Fundraising, Morningstar, Microsoft Word, Microsoft Excel
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.)
Sandy Spring Friends School 1998 — 2001
High School
Ameriprise Financial October 2007 - Present
CBS Radio July 2006 - December 2010
Primary Pediatrics June 2003 - October 2007
Red Stone Title & Abstract, LLC June 2005 - August 2005
Trinity College - Hartford August 2004 - May 2005
Skills
Microsoft Office, Outlook, Contact Manager, Event Planning, Fundraising, Morningstar, Microsoft Word, Microsoft Excel
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.)
Sandy Spring Friends School 1998 — 2001
High School
John Holewa, CFA John Holewa, CFA's Ameriprise Financial Experience April 2003 - March 2006
Job Principal at AUM Growth Consulting
Industry Investment Management
Experience
AUM Growth Consulting 2009 - Present
Standard Chartered Bank April 2006 - August 2009
Ameriprise Financial April 2003 - March 2006
CFA Institute 2004 - 2006
Jeffrey Slocum & Associates May 2002 - November 2002
BI WORLDWIDE 1984 - 2001
Skills
Marketing Strategy, Investments, Program Management, Institutional Clients, Cross-functional Team..., White Papers, Mutual Funds, Thought Leadership, Asset Management, Annuities, Asset Managment, Institutional..., Strategy, Asset Allocation, Fixed Annuities, Alternative Investments, Investment Management, Marketing, Management, Fixed Income, Capital Markets, Equities, Portfolio Management, Marketing Communications, Financial Services, Financial Advisory, Wealth Management, Series 7, Business Development, Hedge Funds, Strategic Planning, Marketing Management, CRM, Emerging Markets, Due Diligence, Investment Strategies, Securities, Investment Advisory, Bloomberg, Fund Of Funds, Series 63, Funding
Education
University of Minnesota-Twin Cities 1979 — 1981
MBA, Marketing Management
University of Minnesota-Twin Cities 1973 — 1977
BSB, Accounting
University of Minnesota-Twin Cities 1973 — 1977
BA, Economics
United States Military Academy at West Point 1972 — 1973
AUM Growth Consulting 2009 - Present
Standard Chartered Bank April 2006 - August 2009
Ameriprise Financial April 2003 - March 2006
CFA Institute 2004 - 2006
Jeffrey Slocum & Associates May 2002 - November 2002
BI WORLDWIDE 1984 - 2001
Skills
Marketing Strategy, Investments, Program Management, Institutional Clients, Cross-functional Team..., White Papers, Mutual Funds, Thought Leadership, Asset Management, Annuities, Asset Managment, Institutional..., Strategy, Asset Allocation, Fixed Annuities, Alternative Investments, Investment Management, Marketing, Management, Fixed Income, Capital Markets, Equities, Portfolio Management, Marketing Communications, Financial Services, Financial Advisory, Wealth Management, Series 7, Business Development, Hedge Funds, Strategic Planning, Marketing Management, CRM, Emerging Markets, Due Diligence, Investment Strategies, Securities, Investment Advisory, Bloomberg, Fund Of Funds, Series 63, Funding
Education
University of Minnesota-Twin Cities 1979 — 1981
MBA, Marketing Management
University of Minnesota-Twin Cities 1973 — 1977
BSB, Accounting
University of Minnesota-Twin Cities 1973 — 1977
BA, Economics
United States Military Academy at West Point 1972 — 1973
Lydia Almas Lydia Almas's Ameriprise Financial Experience June 2006 - April 2011
Job Sr Financial Analyst at DoubleDown Interactive
Industry Financial Services
Experience
International Game Technology - DoubleDown Interactive May 2011 - Present
Ameriprise Financial June 2006 - April 2011
Bidart & Ross, Inc. May 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Forecasting, Analysis, Valuation, Strategic Financial..., Microsoft Excel, Asset Managment, Process Improvement, Business Analysis, Accounting, Budgets, Finance, Corporate Finance, Leadership, Asset Management, Management
Education
University of Nevada-Reno 2000 — 2005
Bachelor of Science, Economics
Università degli Studi di Torino 2002 — 2003
International Business, Italian
International Game Technology - DoubleDown Interactive May 2011 - Present
Ameriprise Financial June 2006 - April 2011
Bidart & Ross, Inc. May 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Forecasting, Analysis, Valuation, Strategic Financial..., Microsoft Excel, Asset Managment, Process Improvement, Business Analysis, Accounting, Budgets, Finance, Corporate Finance, Leadership, Asset Management, Management
Education
University of Nevada-Reno 2000 — 2005
Bachelor of Science, Economics
Università degli Studi di Torino 2002 — 2003
International Business, Italian
Jason Kirchmeier, CFP®, CRPC® Jason Kirchmeier, CFP®, CRPC®'s Ameriprise Financial Experience September 1996 - Present
Job Financial Advisor at Ameriprise Financial ~ An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial September 1996 - Present
Education
The University of North Dakota 1991 — 1996
Bachelor, Arts
Ameriprise Financial September 1996 - Present
Education
The University of North Dakota 1991 — 1996
Bachelor, Arts
Brian Beyer Brian Beyer's Ameriprise Financial Experience January 2007 - May 2008
Job Advisory Consultant at Advisors Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc. May 2008 - Present
Ameriprise Financial January 2007 - May 2008
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Bonds, Alternative Investments, Series 7
Education
The University of Texas at San Antonio
BBA, Management & Entrepreneurship
Advisors Asset Management, Inc. May 2008 - Present
Ameriprise Financial January 2007 - May 2008
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Bonds, Alternative Investments, Series 7
Education
The University of Texas at San Antonio
BBA, Management & Entrepreneurship
Preston C. Clayton, III Preston C. Clayton, III's Ameriprise Financial Experience 2005 - Present
Job Financial Advisor, BFA at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2005 - Present
Carraway Methodist Medical Center June 2002 - July 2005
Education
University of Alabama at Birmingham 1992 — 2011
Chemistry, Physics, Mathematics, Computer Science
Ameriprise Financial 2005 - Present
Carraway Methodist Medical Center June 2002 - July 2005
Education
University of Alabama at Birmingham 1992 — 2011
Chemistry, Physics, Mathematics, Computer Science
Iris (Tanner) Zinck Iris (Tanner) Zinck's Ameriprise Financial Experience July 2008 - September 2011
Job Resource Strategist
Industry Consumer Services
Experience
Self-employed November 1986 - Present
Ameriprise Financial July 2008 - September 2011
Putnam Investments November 1986 - August 2007
Education
Tufts University 1973 — 1977
Self-employed November 1986 - Present
Ameriprise Financial July 2008 - September 2011
Putnam Investments November 1986 - August 2007
Education
Tufts University 1973 — 1977
Larry Boxer Larry Boxer's Ameriprise Financial Experience September 1989 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial September 1989 - Present
Education
University at Albany, SUNY 1985 — 1989
B.S
Ameriprise Financial September 1989 - Present
Education
University at Albany, SUNY 1985 — 1989
B.S
R. Jeff Taylor R. Jeff Taylor's Ameriprise Financial Experience August 1998 - Present
Job Financial Advisor, CFP with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1998 - Present
Education
The University of Texas at Arlington 1994 — 1998
BA, Business Communication
Ameriprise Financial August 1998 - Present
Education
The University of Texas at Arlington 1994 — 1998
BA, Business Communication
Dan Schultz, CFP®, CDFA™, CRPC®, APMA® Dan Schultz, CFP®, CDFA™, CRPC®, APMA®'s Ameriprise Financial Experience October 2009 - Present
Job Private Wealth Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2009 - Present
The Referral Partnership 2012 - 2013
Ameriprise Advisor Services, Inc July 2004 - October 2009
Raymond James Financial Services, Inc. June 2002 - June 2004
Morgan Stanley DW, INC May 2001 - June 2002
Winning on Wall Street May 1998 - June 2000
Education
State University of New York at Albany 1994 — 1998
Ameriprise Financial October 2009 - Present
The Referral Partnership 2012 - 2013
Ameriprise Advisor Services, Inc July 2004 - October 2009
Raymond James Financial Services, Inc. June 2002 - June 2004
Morgan Stanley DW, INC May 2001 - June 2002
Winning on Wall Street May 1998 - June 2000
Education
State University of New York at Albany 1994 — 1998
Jarred D. Bailey's Ameriprise Financial Experience May 2010 - January 2011
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation August 2014 - Present
BB&T October 2013 - August 2014
Capital Financial Group, LLC February 2011 - October 2013
Ameriprise Financial May 2010 - January 2011
Ameriprise Financial October 2007 - April 2010
Skills
Finance, Retirement, Financial Planning, Estate Planning, Investments, Insurance, Financial Services, Securities, Disability Insurance, Microsoft Office
Education
The University of Tennessee at Chattanooga 2005 — 2009
Business Administration, Accounting and Finance
Ooltewah High School 2001 — 2005
Deploma
Regions Financial Corporation August 2014 - Present
BB&T October 2013 - August 2014
Capital Financial Group, LLC February 2011 - October 2013
Ameriprise Financial May 2010 - January 2011
Ameriprise Financial October 2007 - April 2010
Skills
Finance, Retirement, Financial Planning, Estate Planning, Investments, Insurance, Financial Services, Securities, Disability Insurance, Microsoft Office
Education
The University of Tennessee at Chattanooga 2005 — 2009
Business Administration, Accounting and Finance
Ooltewah High School 2001 — 2005
Deploma
Martin Wheeler, CFP®, CRPC® Martin Wheeler, CFP®, CRPC®'s Ameriprise Financial Experience January 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial January 2001 - Present
Foundation Fighting Blindness January 2009 - Present
Wheeler Services, Inc. January 1988 - July 2000
Education
The University of Texas at Austin 1973 — 1977
BA, Government
Ameriprise Financial January 2001 - Present
Foundation Fighting Blindness January 2009 - Present
Wheeler Services, Inc. January 1988 - July 2000
Education
The University of Texas at Austin 1973 — 1977
BA, Government
Elda Macias, MBA Elda Macias, MBA's Ameriprise Financial Experience October 2010 - September 2012
Job Vice President, Retirement & Segment Marketing at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Ameriprise Financial October 2010 - September 2012
Ameriprise Financial Services, Inc. July 2006 - October 2010
Wells Fargo & Company November 2001 - June 2006
Wells Fargo August 1999 - November 2001
University of Minnesota, Women's Athletic Department February 1999 - August 1999
University of Texas at El Paso June 1996 - February 1999
Walt Disney World June 1994 - May 1995
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Development, Brand Awareness, Client Engagement, Client Acquisition, Client Segmentation, Social Media Marketing, Program Management, Program Implementation, Market Analysis, Market Research, Project Implementation, Business Strategy, Small Business, Business Planning, Budget Management, Cost Benefit Analysis, Budget Development, People Management, Customer Relations, Public Relations, Client Experience, Brand Messaging, Trade Shows, Trade Show Management, Recruitment Advertising, Recruitment/Retention, Marketing to Women, Hispanic Marketing, LGBT Marketing, Marketing, Sales, Social Media, Leadership, Customer Service, Budgets, Customer Acquisition, Business Development, Recruiting, Series 24, Segmentation, Strategy, Cross-functional Team..., Customer Experience, Financial Services, Competitive Analysis, Management, Public Speaking
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
The University of Texas at El Paso
BA, Communications
Ameriprise Financial Services, Inc. September 2012 - Present
Ameriprise Financial October 2010 - September 2012
Ameriprise Financial Services, Inc. July 2006 - October 2010
Wells Fargo & Company November 2001 - June 2006
Wells Fargo August 1999 - November 2001
University of Minnesota, Women's Athletic Department February 1999 - August 1999
University of Texas at El Paso June 1996 - February 1999
Walt Disney World June 1994 - May 1995
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Development, Brand Awareness, Client Engagement, Client Acquisition, Client Segmentation, Social Media Marketing, Program Management, Program Implementation, Market Analysis, Market Research, Project Implementation, Business Strategy, Small Business, Business Planning, Budget Management, Cost Benefit Analysis, Budget Development, People Management, Customer Relations, Public Relations, Client Experience, Brand Messaging, Trade Shows, Trade Show Management, Recruitment Advertising, Recruitment/Retention, Marketing to Women, Hispanic Marketing, LGBT Marketing, Marketing, Sales, Social Media, Leadership, Customer Service, Budgets, Customer Acquisition, Business Development, Recruiting, Series 24, Segmentation, Strategy, Cross-functional Team..., Customer Experience, Financial Services, Competitive Analysis, Management, Public Speaking
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
The University of Texas at El Paso
BA, Communications
Jocelyn Burwick Jocelyn Burwick's Ameriprise Financial Experience June 2010 - January 2011
Job Business Systems Analyst at Liberty Mutual Insuance
Industry Insurance
Experience
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance July 2011 - Present
Ameriprise Financial June 2010 - January 2011
Central One Federal Credit Union May 2008 - September 2008
Skills
Financial Analysis, Underwriting, Strategic Planning, Risk Management, Analysis, Access, Business Analysis, Data Analysis, Microsoft Excel, Process Improvement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelors, Finance
Universitat Autònoma de Barcelona 2010 — 2010
Business and Spanish
Shrewsbury High School 2003 — 2007
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance July 2011 - Present
Ameriprise Financial June 2010 - January 2011
Central One Federal Credit Union May 2008 - September 2008
Skills
Financial Analysis, Underwriting, Strategic Planning, Risk Management, Analysis, Access, Business Analysis, Data Analysis, Microsoft Excel, Process Improvement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelors, Finance
Universitat Autònoma de Barcelona 2010 — 2010
Business and Spanish
Shrewsbury High School 2003 — 2007
John Dube, MBA, CFP®, RFC, AEP® John Dube, MBA, CFP®, RFC, AEP®'s Ameriprise Financial Experience October 1991 - March 1993
Job President of Dube & Associates, A financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Dube & Associates, A financial advisory practice of Ameriprise Financial Services, Inc October 1984 - Present
University of Nevada Las Vegas March 2005 - October 2008
Ameriprise Financial Services, Inc. June 1993 - October 1997
Ameriprise Financial October 1991 - March 1993
Ameriprise Financial 1987 - 1990
Education
University of Nevada-Las Vegas 1983 — 1984
MBA, Marketing
United States Military Academy at West Point 1979 — 1983
BS, Military History
Bishop Gorman High School 1975 — 1979
Dube & Associates, A financial advisory practice of Ameriprise Financial Services, Inc October 1984 - Present
University of Nevada Las Vegas March 2005 - October 2008
Ameriprise Financial Services, Inc. June 1993 - October 1997
Ameriprise Financial October 1991 - March 1993
Ameriprise Financial 1987 - 1990
Education
University of Nevada-Las Vegas 1983 — 1984
MBA, Marketing
United States Military Academy at West Point 1979 — 1983
BS, Military History
Bishop Gorman High School 1975 — 1979
Garrett Mills Garrett Mills's Ameriprise Financial Experience October 2010 - January 2011
Job TaskOriented Problem Solver
Industry Insurance
Experience
Deluxe Corporation November 2011 - Present
Wells Fargo February 2011 - October 2011
Wells Fargo Bank February 2011 - June 2011
Ameriprise Financial October 2010 - January 2011
Ameriprise Financial A.A.C October 2010 - December 2010
American Furniture Warehouse January 2009 - August 2010
The Write Inn May 2003 - September 2003
Education
The University of North Dakota 2001 — 2006
Economics
The University of North Dakota 2001 — 2006
Economics
Deluxe Corporation November 2011 - Present
Wells Fargo February 2011 - October 2011
Wells Fargo Bank February 2011 - June 2011
Ameriprise Financial October 2010 - January 2011
Ameriprise Financial A.A.C October 2010 - December 2010
American Furniture Warehouse January 2009 - August 2010
The Write Inn May 2003 - September 2003
Education
The University of North Dakota 2001 — 2006
Economics
The University of North Dakota 2001 — 2006
Economics
Louis G. Poulin Louis G. Poulin's Ameriprise Financial Experience January 2012 - Present
Job Regional Director Branch Development at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2012 - Present
Phelps Hospital 2010 - Present
Oculus Partners, LLC April 2011 - December 2011
Oculus 2011 - 2011
UBS Financial Services February 1988 - March 2010
UBS Financial Services 2009 - 2010
UBS Financial Services 1991 - 2008
PaineWebber 1988 - 1991
The Pinnacle Group 1987 - 1988
E.F Hutton 1981 - 1987
Skills
Wealth Management, Series 7, Mutual Funds, Leadership, Investments, Sales Management, Operational Risk..., Series 63
Education
Université Laval 1977 — 1980
Bachelor, Business Administration / finance
University of Pennsylvania - The Wharton School
diploma, Securities Industry Association program (1wk/yr for 3 yrs)
University of Virginia Darden School of Business
Leadership program ( 1week)
Ameriprise Financial January 2012 - Present
Phelps Hospital 2010 - Present
Oculus Partners, LLC April 2011 - December 2011
Oculus 2011 - 2011
UBS Financial Services February 1988 - March 2010
UBS Financial Services 2009 - 2010
UBS Financial Services 1991 - 2008
PaineWebber 1988 - 1991
The Pinnacle Group 1987 - 1988
E.F Hutton 1981 - 1987
Skills
Wealth Management, Series 7, Mutual Funds, Leadership, Investments, Sales Management, Operational Risk..., Series 63
Education
Université Laval 1977 — 1980
Bachelor, Business Administration / finance
University of Pennsylvania - The Wharton School
diploma, Securities Industry Association program (1wk/yr for 3 yrs)
University of Virginia Darden School of Business
Leadership program ( 1week)
Jeffrey Smith, CRPC® Jeffrey Smith, CRPC®'s Ameriprise Financial Experience July 1998 - Present
Job Financial Advisor, Managing Director, BISHOP, SMITH and ASSOCIATES a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1998 - Present
Education
Trinity College-Hartford 1992 — 1996
BA, Engineering
St. Joseph's Prep 1988 — 1992
HS Diploma
Ameriprise Financial July 1998 - Present
Education
Trinity College-Hartford 1992 — 1996
BA, Engineering
St. Joseph's Prep 1988 — 1992
HS Diploma
Rebecca Scotchie Rebecca Scotchie's Ameriprise Financial Experience 2004 - 2007
Job Vice President, Enterprise Risk Management at Unum
Industry Insurance
Experience
Unum March 2010 - Present
Scotchie Residence November 2009 - March 2010
Old Mutual Financial Network January 2009 - September 2009
Old Mutual Financial Network November 2007 - December 2008
Ameriprise Financial 2004 - 2007
Towers Perrin - Tillinghast 1997 - 2007
Tillinghast 1997 - 2007
Towers Perrin 1997 - 2007
Education
University of Alabama 1990 — 1995
BS, Mathematics
Girls Preparatory School 1986 — 1990
Unum March 2010 - Present
Scotchie Residence November 2009 - March 2010
Old Mutual Financial Network January 2009 - September 2009
Old Mutual Financial Network November 2007 - December 2008
Ameriprise Financial 2004 - 2007
Towers Perrin - Tillinghast 1997 - 2007
Tillinghast 1997 - 2007
Towers Perrin 1997 - 2007
Education
University of Alabama 1990 — 1995
BS, Mathematics
Girls Preparatory School 1986 — 1990
Steve Burchett Steve Burchett's Ameriprise Financial Experience August 1993 - Present
Job Throckmorton, Burchett and Associates a financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial August 1993 - Present
Skills
Retirement Planning, Estate Planning
Education
The University of Texas at Austin 1989 — 1993
BS, Finance
Ameriprise Financial August 1993 - Present
Skills
Retirement Planning, Estate Planning
Education
The University of Texas at Austin 1989 — 1993
BS, Finance
Galen McKay Galen McKay's Ameriprise Financial Experience December 1999 - Present
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1999 - Present
Ameriprise Financial December 1999 - Present
Skills
Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Planning, Saving for Education, Securities, Series 24, Series 63, Financial Planning, Series 7
Education
University of Alabama 1979 — 1993
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. December 1999 - Present
Ameriprise Financial December 1999 - Present
Skills
Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Planning, Saving for Education, Securities, Series 24, Series 63, Financial Planning, Series 7
Education
University of Alabama 1979 — 1993
Bachelor of Science (B.S.), Finance, General
Jeffrey Olson CLU ChFC Jeffrey Olson CLU ChFC's Ameriprise Financial Experience July 2007 - November 2012
Job Training Project Manager at US Bank
Industry Financial Services
Experience
Sentry Insurance April 2013 - March 2015
Ameriprise Financial July 2007 - November 2012
Prudential Financial January 2000 - March 2007
Prudential Financial February 1996 - January 2000
Skills
Insurance, Retirement Planning, Chartered Life..., Chartered Financial..., Financial Planning..., Education design, MS Office, Sales training, Strategic Financial..., Financial Advisory, Instructional Design, E-Learning, Presenter, Leadership Development, Management, Financial Services, Training, Program Management, Selling Skills, Microsoft Office, Individual Life, Finance, Financial Planning, Leadership, Process Improvement, Sales
Education
United States Military Academy at West Point 1975 — 1979
Bachelor of Science, Engineering
American College 1988 — 1992
CLU, ChFC, Financial planning and services
Sentry Insurance April 2013 - March 2015
Ameriprise Financial July 2007 - November 2012
Prudential Financial January 2000 - March 2007
Prudential Financial February 1996 - January 2000
Skills
Insurance, Retirement Planning, Chartered Life..., Chartered Financial..., Financial Planning..., Education design, MS Office, Sales training, Strategic Financial..., Financial Advisory, Instructional Design, E-Learning, Presenter, Leadership Development, Management, Financial Services, Training, Program Management, Selling Skills, Microsoft Office, Individual Life, Finance, Financial Planning, Leadership, Process Improvement, Sales
Education
United States Military Academy at West Point 1975 — 1979
Bachelor of Science, Engineering
American College 1988 — 1992
CLU, ChFC, Financial planning and services
Milt Driver, MBA Milt Driver, MBA's Ameriprise Financial Experience February 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2009 - Present
Morgan Stanley Smith Barney March 1989 - February 2009
Merrill Lynch March 1984 - March 1989
Skills
Investments, Education Planning, Financial Planning, IRA Rollovers, Long Term Care Insurance, Retirement Planning..., Wealth Management..., Wealth Preservation...
Education
The University of Texas at Austin- McCombs School of Business
MBA 1977
Virginia Polytechnic Institute and State University
BA 1970, Economics
Ameriprise Financial February 2009 - Present
Morgan Stanley Smith Barney March 1989 - February 2009
Merrill Lynch March 1984 - March 1989
Skills
Investments, Education Planning, Financial Planning, IRA Rollovers, Long Term Care Insurance, Retirement Planning..., Wealth Management..., Wealth Preservation...
Education
The University of Texas at Austin- McCombs School of Business
MBA 1977
Virginia Polytechnic Institute and State University
BA 1970, Economics
Andrew Gentile Andrew Gentile's Ameriprise Financial Experience May 2009 - August 2009
Job Vice President at Ascend Wealth Management
Industry Financial Services
Experience
Ascend Wealth Management April 2010 - Present
Pinnacle Insurance & Financial Services, LLC. February 2010 - Present
Southern Tide 2007 - 2010
Ameriprise Financial May 2009 - August 2009
Meld Financial 2008 - 2008
Prudential Financial May 2007 - August 2007
Skills
Marketing, Investments, Insurance, Sales Management, Sales, Underwriting, Strategic Planning, Marketing Strategy, Social Media, Public Speaking, Finance, Leadership, Strategic Financial..., Business Development, Small Business, Financial Analysis, Risk Management, Financial Planning
Education
University of Alabama 2005 — 2009
B.S., Consumer Economics - Financial Planning
Ascend Wealth Management April 2010 - Present
Pinnacle Insurance & Financial Services, LLC. February 2010 - Present
Southern Tide 2007 - 2010
Ameriprise Financial May 2009 - August 2009
Meld Financial 2008 - 2008
Prudential Financial May 2007 - August 2007
Skills
Marketing, Investments, Insurance, Sales Management, Sales, Underwriting, Strategic Planning, Marketing Strategy, Social Media, Public Speaking, Finance, Leadership, Strategic Financial..., Business Development, Small Business, Financial Analysis, Risk Management, Financial Planning
Education
University of Alabama 2005 — 2009
B.S., Consumer Economics - Financial Planning
Doug Studebaker Doug Studebaker's Ameriprise Financial Experience January 2009 - January 2012
Job at SolarCity
Industry Renewables & Environment
Experience
SolarCity March 2013 - Present
Burlingame High School 2004 - Present
Treehouse Design & Construction 2011 - March 2013
Ameriprise Financial January 2009 - January 2012
Tribeca Home & Design 2001 - 2009
UnitedHealth Group 1998 - 2001
Magellan Health Services 1986 - 1998
Skills
Construction Trades..., Design-Build Expertise..., Project and People..., Strong Communicator -..., Consultive Selling and..., Strategic Planning, Leadership, Strategic Financial..., Marketing Strategy, Management, Coaching, Sales, Energy, Salesforce.com, Solar Energy
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
MBA
SolarCity March 2013 - Present
Burlingame High School 2004 - Present
Treehouse Design & Construction 2011 - March 2013
Ameriprise Financial January 2009 - January 2012
Tribeca Home & Design 2001 - 2009
UnitedHealth Group 1998 - 2001
Magellan Health Services 1986 - 1998
Skills
Construction Trades..., Design-Build Expertise..., Project and People..., Strong Communicator -..., Consultive Selling and..., Strategic Planning, Leadership, Strategic Financial..., Marketing Strategy, Management, Coaching, Sales, Energy, Salesforce.com, Solar Energy
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
MBA
Justin Simmons Justin Simmons's Ameriprise Financial Experience January 2006 - March 2006
Job Beck Capital Management
Industry Financial Services
Experience
RBI Austin March 2011 - Present
Beck Capital Management April 2007 - Present
Colin's Hope August 2008 - August 2011
Ameriprise Financial January 2006 - March 2006
LA Dodgers 2004 - 2006
Skills
Retirement Planning, 401k Rollovers, Investments, Insurance, Wealth Management, Series 7, Strategic Financial..., Financial Services, Employee Benefits, Investment Strategies, Retirement, Strategic Planning, Nonprofits, Securities, Series 63, Portfolio Management
Education
The University of Texas at Austin 2001 — 2004
Finance, Business Administration
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BA, Finance
RBI Austin March 2011 - Present
Beck Capital Management April 2007 - Present
Colin's Hope August 2008 - August 2011
Ameriprise Financial January 2006 - March 2006
LA Dodgers 2004 - 2006
Skills
Retirement Planning, 401k Rollovers, Investments, Insurance, Wealth Management, Series 7, Strategic Financial..., Financial Services, Employee Benefits, Investment Strategies, Retirement, Strategic Planning, Nonprofits, Securities, Series 63, Portfolio Management
Education
The University of Texas at Austin 2001 — 2004
Finance, Business Administration
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BA, Finance
Chris Barber, CIMA Chris Barber, CIMA's Ameriprise Financial Experience April 2007 - September 2008
Job Senior Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2010 - March 2015
MFS Investment Management May 2009 - November 2010
Merrill Lynch September 2008 - May 2009
Ameriprise Financial April 2007 - September 2008
Skills
Salesforce.com, SalesLogix, Microsoft Office, MapPoint, WebEx, Mutual Funds, Real Estate Investment, Series 7, 401k, Investments, Alternative Investments, Separately Managed..., Asset Allocation, Consultative Selling
Education
University of Arizona 2001 — 2005
BS, Engineering Management
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2010 - March 2015
MFS Investment Management May 2009 - November 2010
Merrill Lynch September 2008 - May 2009
Ameriprise Financial April 2007 - September 2008
Skills
Salesforce.com, SalesLogix, Microsoft Office, MapPoint, WebEx, Mutual Funds, Real Estate Investment, Series 7, 401k, Investments, Alternative Investments, Separately Managed..., Asset Allocation, Consultative Selling
Education
University of Arizona 2001 — 2005
BS, Engineering Management
Jodi Bendt Jodi Bendt's Ameriprise Financial Experience August 2010 - Present
Job Senior Project Manager at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial August 2010 - Present
Tek Systems November 2009 - August 2010
Dexma April 2009 - November 2009
American Garage Door & Repair, Inc October 2006 - January 2009
Ameriprise Financial August 1986 - December 2005
American Express Financial Advisors 1986 - 2005
Education
The University of South Dakota 1982 — 1986
BS, Computer Science
Lincoln
Ameriprise Financial August 2010 - Present
Tek Systems November 2009 - August 2010
Dexma April 2009 - November 2009
American Garage Door & Repair, Inc October 2006 - January 2009
Ameriprise Financial August 1986 - December 2005
American Express Financial Advisors 1986 - 2005
Education
The University of South Dakota 1982 — 1986
BS, Computer Science
Lincoln
Christopher Di Fronzo CFP® Christopher Di Fronzo CFP®'s Ameriprise Financial Experience March 2005 - August 2010
Job Associate Director | Director of Tufts Finance Initiative at Tufts University
Industry Higher Education
Experience
Tufts University May 2013 - Present
Pioneer Financial September 2012 - May 2013
Barnum Financial Group, an office of MetLife August 2010 - September 2012
Ameriprise Financial March 2005 - August 2010
Old Town Trolley March 2004 - August 2005
The MathWorks, Inc. September 1996 - November 2003
Skills
Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Finance, Series 7, Leadership, Management, Risk Management, Wealth Management, Asset Allocation, Securities, Financial Services, Estate Planning, Retirement, Training, Recruiting, Career Counseling, Certified Financial..., Public Speaking
Education
Tufts University 2001 — 2004
MS, Engineering Management
Tufts University 1992 — 1996
BS, Mechancial Engineering
Tufts University May 2013 - Present
Pioneer Financial September 2012 - May 2013
Barnum Financial Group, an office of MetLife August 2010 - September 2012
Ameriprise Financial March 2005 - August 2010
Old Town Trolley March 2004 - August 2005
The MathWorks, Inc. September 1996 - November 2003
Skills
Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Finance, Series 7, Leadership, Management, Risk Management, Wealth Management, Asset Allocation, Securities, Financial Services, Estate Planning, Retirement, Training, Recruiting, Career Counseling, Certified Financial..., Public Speaking
Education
Tufts University 2001 — 2004
MS, Engineering Management
Tufts University 1992 — 1996
BS, Mechancial Engineering
Colin Comerford's Ameriprise Financial Experience June 2015 - August 2015
Job Student at University of Arizona
Industry
Experience
ASUA Government Sustainability Program January 2015 - Present
Ameriprise Financial June 2015 - August 2015
CVS Pharmacy April 2012 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Management, Sales, Teamwork, Strategic Planning, Time Management, Social Media
Education
University of Arizona 2012 — 2016
Bachelor of Science (BS), Business Economics, Junior
Cactus High School 2008 — 2012
ASUA Government Sustainability Program January 2015 - Present
Ameriprise Financial June 2015 - August 2015
CVS Pharmacy April 2012 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Management, Sales, Teamwork, Strategic Planning, Time Management, Social Media
Education
University of Arizona 2012 — 2016
Bachelor of Science (BS), Business Economics, Junior
Cactus High School 2008 — 2012
Lauren Stoneberg Lauren Stoneberg's Ameriprise Financial Experience February 2012 - July 2013
Job Senior Marketing Consultant at Verizon
Industry Telecommunications
Experience
Verizon August 2015 - Present
Hearst June 2014 - August 2014
Ameriprise Financial February 2012 - July 2013
Ameriprise Financial July 2010 - February 2012
Ameriprise Financial Services, Inc. 2009 - 2009
Skills
Interactive Marketing, Marketing, Marketing Strategy, Strategic Communications, Marketing Communications, Management, Strategy, Customer Acquisition, Training, SEO, Digital Strategy, Email Marketing, Digital Marketing, Strategic Planning, Integrated Marketing, Analysis, Social Media, PowerPoint, Microsoft Office, Data Analysis, Market Research, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specializations in Strategy, Finance, and General Management
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor of Science in Business (BSB), Marketing
Università Commerciale 'Luigi Bocconi'
Verizon August 2015 - Present
Hearst June 2014 - August 2014
Ameriprise Financial February 2012 - July 2013
Ameriprise Financial July 2010 - February 2012
Ameriprise Financial Services, Inc. 2009 - 2009
Skills
Interactive Marketing, Marketing, Marketing Strategy, Strategic Communications, Marketing Communications, Management, Strategy, Customer Acquisition, Training, SEO, Digital Strategy, Email Marketing, Digital Marketing, Strategic Planning, Integrated Marketing, Analysis, Social Media, PowerPoint, Microsoft Office, Data Analysis, Market Research, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specializations in Strategy, Finance, and General Management
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor of Science in Business (BSB), Marketing
Università Commerciale 'Luigi Bocconi'
Kellan Caldwell Kellan Caldwell's Ameriprise Financial Experience June 2006 - August 2006
Job Financial Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2014 - Present
MaxOut Savings Advisors, LLC August 2007 - July 2014
Northwestern Mutual August 2006 - May 2007
Ameriprise Financial` June 2006 - August 2006
Skills
Portfolio Management, Finance, Investments, Financial Advisory, Trading, Financial Analysis, Asset Management, Risk Management, Options, Mutual Funds, Financial Modeling, Investment Management, Financial Risk, Bonds, Analysis, Business Analysis, Securities, Estate Planning, Bloomberg, Investment Advisory, Credit Analysis, Alternative Investments, Accounting, Auditing, Due Diligence, Strategic Financial..., Fixed Income, Forecasting, Banking, Hedge Funds, Corporate Finance, Financial Reporting, Wealth Management, Investment Strategies, Private Equity, IRAs, Financial Services, Financial Markets, Valuation, Series 7, Asset Allocation, Equity Research, Series 63, Management, Equities, Capital Markets, Retirement Planning, Commodity, Derivatives
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
Trinity University 2003 — 2007
Bachelor of Science, Finance
Thrivent Financial October 2014 - Present
MaxOut Savings Advisors, LLC August 2007 - July 2014
Northwestern Mutual August 2006 - May 2007
Ameriprise Financial` June 2006 - August 2006
Skills
Portfolio Management, Finance, Investments, Financial Advisory, Trading, Financial Analysis, Asset Management, Risk Management, Options, Mutual Funds, Financial Modeling, Investment Management, Financial Risk, Bonds, Analysis, Business Analysis, Securities, Estate Planning, Bloomberg, Investment Advisory, Credit Analysis, Alternative Investments, Accounting, Auditing, Due Diligence, Strategic Financial..., Fixed Income, Forecasting, Banking, Hedge Funds, Corporate Finance, Financial Reporting, Wealth Management, Investment Strategies, Private Equity, IRAs, Financial Services, Financial Markets, Valuation, Series 7, Asset Allocation, Equity Research, Series 63, Management, Equities, Capital Markets, Retirement Planning, Commodity, Derivatives
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
Trinity University 2003 — 2007
Bachelor of Science, Finance
Deborah A. Nitzschke, CFP®, CLTC Deborah A. Nitzschke, CFP®, CLTC's Ameriprise Financial Experience November 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial November 1995 - Present
Ameriprise Financial Services, Inc. November 1995 - Present
Education
University at Albany, SUNY 1987 — 1991
Masters, Public Administration and Management
Ameriprise Financial November 1995 - Present
Ameriprise Financial Services, Inc. November 1995 - Present
Education
University at Albany, SUNY 1987 — 1991
Masters, Public Administration and Management
Amber Almeida's Ameriprise Financial Experience February 2010 - March 2015
Job Region Director of Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial February 2010 - March 2015
Ameriprise Financial Services, Inc. March 2008 - February 2010
Ameriprise Financial March 2008 - March 2009
Grimley Financial February 2007 - March 2008
Ameriprise Financial Services, Inc. November 2005 - January 2007
Skills
Business Development, Customer Service, Financial Advisory, Investments, Leadership, Marketing, Recruiting, Retirement Planning, Wealth Management
Education
Towson University 2001 — 2005
Bachelors, Business, Finance Concentration
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial February 2010 - March 2015
Ameriprise Financial Services, Inc. March 2008 - February 2010
Ameriprise Financial March 2008 - March 2009
Grimley Financial February 2007 - March 2008
Ameriprise Financial Services, Inc. November 2005 - January 2007
Skills
Business Development, Customer Service, Financial Advisory, Investments, Leadership, Marketing, Recruiting, Retirement Planning, Wealth Management
Education
Towson University 2001 — 2005
Bachelors, Business, Finance Concentration
Eliza Fite's Ameriprise Financial Experience January 2011 - May 2011
Job Client Services Specialist at Willow Street Financial Services
Industry Financial Services
Experience
Willow Street Financial Services, LLC April 2014 - Present
Lee's Tees October 2012 - May 2014
Colorado Trails Ranch May 2012 - September 2012
Ameriprise Financial January 2011 - May 2011
Skills
Microsoft Office, Windows 7, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Social Networking
Education
University of Alabama 2008 — 2012
Bachelor of Science (B.S.), Commerce and Business Administration; Finance; Personal Wealth Management and Insurance
Decatur High School 2004 — 2008
Willow Street Financial Services, LLC April 2014 - Present
Lee's Tees October 2012 - May 2014
Colorado Trails Ranch May 2012 - September 2012
Ameriprise Financial January 2011 - May 2011
Skills
Microsoft Office, Windows 7, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Social Networking
Education
University of Alabama 2008 — 2012
Bachelor of Science (B.S.), Commerce and Business Administration; Finance; Personal Wealth Management and Insurance
Decatur High School 2004 — 2008
Amir Sharif-Emami Amir Sharif-Emami's Ameriprise Financial Experience September 2010 - December 2010
Job Owner Lifestyle at UPTOP
Industry Real Estate
Experience
UPTOP 2015 - Present
V2V Associates December 2014 - March 2015
MacKenzie Partners October 2013 - November 2014
NYC Lacrosse Camps January 2010 - October 2013
Bradley, Foster & Sargent, Inc. January 2012 - May 2012
Rho Ventures May 2011 - August 2011
Ameriprise Financial September 2010 - December 2010
HSBC Private Bank June 2009 - August 2009
The Claremont Group June 2008 - August 2008
The Claremont Group June 2007 - August 2007
Skills
Entrepreneurship, Investments, Venture Capital, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Excel, Management, Portfolio Management, Finance, Analysis, Strategic Financial..., Equities, Economics, Marketing, Emerging Markets, Accounting, Financial Planning
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
The Lawrenceville School 2004 — 2008
St. David's School 1995 — 2004
UPTOP 2015 - Present
V2V Associates December 2014 - March 2015
MacKenzie Partners October 2013 - November 2014
NYC Lacrosse Camps January 2010 - October 2013
Bradley, Foster & Sargent, Inc. January 2012 - May 2012
Rho Ventures May 2011 - August 2011
Ameriprise Financial September 2010 - December 2010
HSBC Private Bank June 2009 - August 2009
The Claremont Group June 2008 - August 2008
The Claremont Group June 2007 - August 2007
Skills
Entrepreneurship, Investments, Venture Capital, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Excel, Management, Portfolio Management, Finance, Analysis, Strategic Financial..., Equities, Economics, Marketing, Emerging Markets, Accounting, Financial Planning
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
The Lawrenceville School 2004 — 2008
St. David's School 1995 — 2004
Heidi Smookler Heidi Smookler's Ameriprise Financial Experience December 2004 - October 2007
Job MARKETING STRATEGY / BRAND MANAGEMENT / BUSINESS COMMUNICATION
Industry Marketing and Advertising
Experience
BDNA Corporation October 2014 - Present
Xora, A ClickSoftware Company June 2013 - October 2014
Symantec December 2012 - June 2013
ADP Dealer Services, Dealix Division February 2011 - December 2012
Wells Fargo Bank May 2010 - February 2011
Wells Fargo December 2009 - March 2010
Freelance Marketing - Heidi Smookler August 2008 - February 2010
ParadyszMatera October 2007 - August 2008
Ameriprise Financial December 2004 - October 2007
Franklin Templeton Investments September 2003 - December 2004
Skills
Email Marketing, Direct Marketing, Marketing Strategy, Marketing, Online Marketing, Lead Generation, Online Advertising, Digital Marketing, Strategy, Web Content, Content Management, Social Media Marketing, Strategic Planning, Marketing Management, Corporate Communications, E-commerce, Strategic Communications, Web Project Management, B2B Marketing, Social Networking, Public Speaking, Events, Online Lead Generation, Corporate Branding, Brand Management, Integrated Marketing, Advertising, Copywriting, CRM, Brand Development, Corporate Events, Content Strategy, Marketing Communications, Channel Program...
Education
University of Arizona 1995 — 1999
Journalism and Communication
Aragon High School 1991 — 1995
Diploma, Liberal Arts and Sciences/Liberal Studies
BDNA Corporation October 2014 - Present
Xora, A ClickSoftware Company June 2013 - October 2014
Symantec December 2012 - June 2013
ADP Dealer Services, Dealix Division February 2011 - December 2012
Wells Fargo Bank May 2010 - February 2011
Wells Fargo December 2009 - March 2010
Freelance Marketing - Heidi Smookler August 2008 - February 2010
ParadyszMatera October 2007 - August 2008
Ameriprise Financial December 2004 - October 2007
Franklin Templeton Investments September 2003 - December 2004
Skills
Email Marketing, Direct Marketing, Marketing Strategy, Marketing, Online Marketing, Lead Generation, Online Advertising, Digital Marketing, Strategy, Web Content, Content Management, Social Media Marketing, Strategic Planning, Marketing Management, Corporate Communications, E-commerce, Strategic Communications, Web Project Management, B2B Marketing, Social Networking, Public Speaking, Events, Online Lead Generation, Corporate Branding, Brand Management, Integrated Marketing, Advertising, Copywriting, CRM, Brand Development, Corporate Events, Content Strategy, Marketing Communications, Channel Program...
Education
University of Arizona 1995 — 1999
Journalism and Communication
Aragon High School 1991 — 1995
Diploma, Liberal Arts and Sciences/Liberal Studies
Christophe Cazaban Christophe Cazaban's Ameriprise Financial Experience 2005 - 2007
Job Senior Analyst
Industry Hospital & Health Care
Experience
VHA Inc. February 2014 - January 2015
Hennepin County Medical Center February 2011 - January 2014
IMV Technologies April 2009 - January 2011
Cargill July 2007 - March 2009
Ameriprise Financial 2005 - 2007
Skills
Data Analysis, TSQL, Microsoft SQL Server, Business Intelligence, MicroStrategy Reporting, Epic Systems, VBA, SAP BI, Business Objects, Strategic Planning, Visio, PeopleSoft Financial, Process Improvement, Workflow Management, Project Management, Cross-functional Team..., Financial Analysis, SPSS, Budgets, Project Planning, Change Management, Supply Chain
Education
University of Minnesota-Twin Cities 2002 — 2003
Bachelor of Arts (B.A.)
Université Paris-Sorbonne 1996 — 1997
Licence
Intertech
Advanced TSQL-40 hours
VHA Inc. February 2014 - January 2015
Hennepin County Medical Center February 2011 - January 2014
IMV Technologies April 2009 - January 2011
Cargill July 2007 - March 2009
Ameriprise Financial 2005 - 2007
Skills
Data Analysis, TSQL, Microsoft SQL Server, Business Intelligence, MicroStrategy Reporting, Epic Systems, VBA, SAP BI, Business Objects, Strategic Planning, Visio, PeopleSoft Financial, Process Improvement, Workflow Management, Project Management, Cross-functional Team..., Financial Analysis, SPSS, Budgets, Project Planning, Change Management, Supply Chain
Education
University of Minnesota-Twin Cities 2002 — 2003
Bachelor of Arts (B.A.)
Université Paris-Sorbonne 1996 — 1997
Licence
Intertech
Advanced TSQL-40 hours
Kaitlin Howard's Ameriprise Financial Experience March 2009 - October 2009
Job Vice President at Santander Investment Securities Inc
Industry Capital Markets
Experience
Santander Investment Securities Inc September 2015 - Present
Mizuho Securities USA Inc. July 2013 - July 2015
Citigroup June 2010 - June 2013
Ameriprise Financial March 2009 - October 2009
Financial Sockets Inc December 2007 - July 2008
Skills
Investments, Financial Modeling, Valuation, Series 7, Capital Markets, Bloomberg, Financial Analysis, Series 63, Investment Banking, Fixed Income, Corporate Finance, Series 79, Finance, Mergers & Acquisitions
Education
University of Richmond 2006 — 2010
Bachelor of Science; concentrating; School of Arts, Business Administration; finance, CFA track; and Sciences
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Business Administration - Finance
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Santander Investment Securities Inc September 2015 - Present
Mizuho Securities USA Inc. July 2013 - July 2015
Citigroup June 2010 - June 2013
Ameriprise Financial March 2009 - October 2009
Financial Sockets Inc December 2007 - July 2008
Skills
Investments, Financial Modeling, Valuation, Series 7, Capital Markets, Bloomberg, Financial Analysis, Series 63, Investment Banking, Fixed Income, Corporate Finance, Series 79, Finance, Mergers & Acquisitions
Education
University of Richmond 2006 — 2010
Bachelor of Science; concentrating; School of Arts, Business Administration; finance, CFA track; and Sciences
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Business Administration - Finance
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Judy Little, CFP® Judy Little, CFP®'s Ameriprise Financial Experience September 2003 - Present
Job Financial Advisor with Ameriprise Financial, CERTIFIED FINANCIAL PLANNER®
Industry Financial Services
Experience
Ameriprise Financial September 2003 - Present
Education
University of North Carolina at Wilmington 1979 — 1983
BA
Universidad de Sevilla 1981 — 1982
UNC Chapel Hill, Jr Year Abroad Program
Ameriprise Financial September 2003 - Present
Education
University of North Carolina at Wilmington 1979 — 1983
BA
Universidad de Sevilla 1981 — 1982
UNC Chapel Hill, Jr Year Abroad Program
Jarred Gammon Jarred Gammon's Ameriprise Financial Experience February 2010 - January 2011
Job Account Manager at Influence Opinions (Formerly I&O Communications)
Industry Public Relations and Communications
Experience
Influence Opinions (Formerly I&O Communications) January 2014 - Present
Influence Opinions December 2012 - January 2014
North Star Resource Group July 2011 - December 2012
Ameriprise Financial February 2010 - January 2011
Skills
Marketing Strategy, Microsoft Excel, Event Planning, Social Media, Google Analytics, Event Management, Strategic Communications, Email Marketing, Marketing Communications, Sysomos, Radian6, Social Media Marketing, Social Media Measurement, Social Media Strategist, Public Relations, Public Affairs, Project Management, Market Research, Digital Media, Brand Development, Brand Management, Asset Management, Advertising, Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Marketing, Marketing, Advertising
King William High School 2004 — 2007
Influence Opinions (Formerly I&O Communications) January 2014 - Present
Influence Opinions December 2012 - January 2014
North Star Resource Group July 2011 - December 2012
Ameriprise Financial February 2010 - January 2011
Skills
Marketing Strategy, Microsoft Excel, Event Planning, Social Media, Google Analytics, Event Management, Strategic Communications, Email Marketing, Marketing Communications, Sysomos, Radian6, Social Media Marketing, Social Media Measurement, Social Media Strategist, Public Relations, Public Affairs, Project Management, Market Research, Digital Media, Brand Development, Brand Management, Asset Management, Advertising, Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Marketing, Marketing, Advertising
King William High School 2004 — 2007
Lisa Coughlan, CRPC Lisa Coughlan, CRPC's Ameriprise Financial Experience September 2006 - September 2014
Job Training Design & Development | Project Management | Strategic Planning | Relationship Management
Industry Financial Services
Experience
Thrivent Financial September 2014 - Present
Ameriprise Financial September 2006 - September 2014
Ameriprise Financial July 2002 - July 2006
Ameriprise Financial June 2000 - July 2002
Skills
Series 7, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Project Management, Development & delivery..., Staff & Advisor Training, Asset Allocation, Financial Advisory, Investments, Group presentations, Relationship Management, Financial Planning, Marketing, Coaching, Mutual Funds, Insurance, Thought Leadership, Leadership, Communication, Personal Financial..., Strategic Thinking, Project Planning, Instructional Design, CRPC, Health and wellness, Instructor-led Training, Content Management, Marketing Communications, Life & Health Insurane..., Training, Microsoft Office, Time Management, Event Planning, Leadership Development, Employee Training
Education
University of Minnesota-Twin Cities 1997 — 2000
BS, Finance
The University of North Dakota 1995 — 1997
Business
Thrivent Financial September 2014 - Present
Ameriprise Financial September 2006 - September 2014
Ameriprise Financial July 2002 - July 2006
Ameriprise Financial June 2000 - July 2002
Skills
Series 7, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Project Management, Development & delivery..., Staff & Advisor Training, Asset Allocation, Financial Advisory, Investments, Group presentations, Relationship Management, Financial Planning, Marketing, Coaching, Mutual Funds, Insurance, Thought Leadership, Leadership, Communication, Personal Financial..., Strategic Thinking, Project Planning, Instructional Design, CRPC, Health and wellness, Instructor-led Training, Content Management, Marketing Communications, Life & Health Insurane..., Training, Microsoft Office, Time Management, Event Planning, Leadership Development, Employee Training
Education
University of Minnesota-Twin Cities 1997 — 2000
BS, Finance
The University of North Dakota 1995 — 1997
Business
Rob Soriano Rob Soriano's Ameriprise Financial Experience February 2008 - November 2008
Job Relationship Management & Business Development Executive
Industry Hospital & Health Care
Experience
Interface People, LP May 2014 - March 2015
TAB Products / AMES December 2008 - December 2013
Ameriprise Financial February 2008 - November 2008
Lamb Technologies June 2007 - January 2008
TAB Products / AMES March 2000 - April 2007
Standard Register January 1996 - March 2000
AccuSource Solutions April 1991 - January 1996
Skills
Account Management, Sales Process, Program Management, Management, Salesforce.com, Lead Generation, Direct Sales, Sales, Solution Selling, New Business Development, Marketing, Business Development, Sales Operations, Marketing Strategy, CRM
Education
The University of Texas at Arlington 1986 — 1990
Bachelor's degree, Marketing
Interface People, LP May 2014 - March 2015
TAB Products / AMES December 2008 - December 2013
Ameriprise Financial February 2008 - November 2008
Lamb Technologies June 2007 - January 2008
TAB Products / AMES March 2000 - April 2007
Standard Register January 1996 - March 2000
AccuSource Solutions April 1991 - January 1996
Skills
Account Management, Sales Process, Program Management, Management, Salesforce.com, Lead Generation, Direct Sales, Sales, Solution Selling, New Business Development, Marketing, Business Development, Sales Operations, Marketing Strategy, CRM
Education
The University of Texas at Arlington 1986 — 1990
Bachelor's degree, Marketing
Jackie Pirozzi Jackie Pirozzi's Ameriprise Financial Experience August 2009 - December 2009
Job Senior Account Executive at Virtuoso Healthcare Communications
Industry Pharmaceuticals
Experience
Virtuoso Healthcare Communications November 2014 - Present
Virtuoso Healthcare Communications September 2012 - November 2014
Virtuoso Healthcare Communications January 2012 - September 2012
Virtuoso Healthcare Communications August 2011 - January 2012
Alzheimer's Drug Discovery Foundation September 2010 - July 2011
Ameriprise Financial August 2009 - December 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Andco, LLC January 2006 - January 2008
Skills
Proposal Writing, Public Relations, Event Planning, Budgets, Business Development, Team Leadership, New Business Development, Customer Service, Program Management, Time Management, Leadership, Account Management, Microsoft Word, Microsoft Office
Education
Towson University 2006 — 2010
Bachleor of Science, Business administration, Finance
Walt Whitman 2002 — 2006
Virtuoso Healthcare Communications November 2014 - Present
Virtuoso Healthcare Communications September 2012 - November 2014
Virtuoso Healthcare Communications January 2012 - September 2012
Virtuoso Healthcare Communications August 2011 - January 2012
Alzheimer's Drug Discovery Foundation September 2010 - July 2011
Ameriprise Financial August 2009 - December 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Andco, LLC January 2006 - January 2008
Skills
Proposal Writing, Public Relations, Event Planning, Budgets, Business Development, Team Leadership, New Business Development, Customer Service, Program Management, Time Management, Leadership, Account Management, Microsoft Word, Microsoft Office
Education
Towson University 2006 — 2010
Bachleor of Science, Business administration, Finance
Walt Whitman 2002 — 2006
Ron Towne Ron Towne's Ameriprise Financial Experience April 2015 - Present
Job Capital Markets Trading Product Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2015 - Present
Oppenheimer & Co. Inc May 2012 - August 2012
DerivActiv, LLC May 2011 - August 2011
DerivActiv, LLC May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Derivatives, Hedging, Financial Modeling, Mathematics, Public Speaking, Capital Markets, Fixed Income, Leadership, Finance, Microsoft Office, Financial Analysis, PowerPoint, Valuation
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (B.S.), Economics
University of Texas
Bachelor of Science, Economics and Mathematics
Ameriprise Financial April 2015 - Present
Oppenheimer & Co. Inc May 2012 - August 2012
DerivActiv, LLC May 2011 - August 2011
DerivActiv, LLC May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Derivatives, Hedging, Financial Modeling, Mathematics, Public Speaking, Capital Markets, Fixed Income, Leadership, Finance, Microsoft Office, Financial Analysis, PowerPoint, Valuation
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (B.S.), Economics
University of Texas
Bachelor of Science, Economics and Mathematics
Anthony Pontosky's Ameriprise Financial Experience January 2011 - April 2011
Job Compliance Officer Global Financial Crimes at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Morgan Stanley September 2012 - June 2014
Merrill Lynch Global Wealth Management June 2011 - August 2011
Ameriprise Financial January 2011 - April 2011
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Union College
Bachelor of Arts, Economics
JPMorgan Chase June 2014 - Present
Morgan Stanley September 2012 - June 2014
Merrill Lynch Global Wealth Management June 2011 - August 2011
Ameriprise Financial January 2011 - April 2011
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Union College
Bachelor of Arts, Economics
Lindsey Lambert, CFP Lindsey Lambert, CFP's Ameriprise Financial Experience September 2001 - September 2004
Job Retail Investment Officer at Ephrata National Bank
Industry Financial Services
Experience
Ephrata National Bank June 2009 - Present
Financial Network Investment Corporation, Member SIPC June 2009 - Present
Stevens Wealth Management, LLC September 2004 - March 2009
Ameriprise Financial September 2001 - September 2004
Ameriprise Financial June 1999 - August 2001
Education
The University of Texas at Dallas 1996 — 1999
BA, International Relations
Ephrata National Bank June 2009 - Present
Financial Network Investment Corporation, Member SIPC June 2009 - Present
Stevens Wealth Management, LLC September 2004 - March 2009
Ameriprise Financial September 2001 - September 2004
Ameriprise Financial June 1999 - August 2001
Education
The University of Texas at Dallas 1996 — 1999
BA, International Relations
Frank Rabalais Frank Rabalais's Ameriprise Financial Experience 2005 - 2008
Job Historic Tax Credit Consultant at Crescent Growth Capital, LLC
Industry Financial Services
Experience
Crescent Growth Capital, LLC 2008 - Present
Ameriprise Financial 2005 - 2008
The Design Build Group, LLC 2004 - 2005
Riverlake Properties 2002 - 2004
Preservation Resource Center of New Orleans 2001 - 2001
Skills
Investments, Financial Modeling, Financial Analysis, Non-profits, Project Management, Strategic Planning, Real Estate, Research, Microsoft Office, Due Diligence, Marketing, Public Speaking, Microsoft Excel, Analysis
Education
University of New Orleans 2001 — 2004
MBA, Finance
Tulane University 1998 — 2002
MPS, Historic Preservation/Architecture
The University of Chicago 1993 — 1997
AB, History
Jesuit High School 1988 — 1993
Honors Diploma Summa Cum Laude
Crescent Growth Capital, LLC 2008 - Present
Ameriprise Financial 2005 - 2008
The Design Build Group, LLC 2004 - 2005
Riverlake Properties 2002 - 2004
Preservation Resource Center of New Orleans 2001 - 2001
Skills
Investments, Financial Modeling, Financial Analysis, Non-profits, Project Management, Strategic Planning, Real Estate, Research, Microsoft Office, Due Diligence, Marketing, Public Speaking, Microsoft Excel, Analysis
Education
University of New Orleans 2001 — 2004
MBA, Finance
Tulane University 1998 — 2002
MPS, Historic Preservation/Architecture
The University of Chicago 1993 — 1997
AB, History
Jesuit High School 1988 — 1993
Honors Diploma Summa Cum Laude
Alisia Cedarholm Alisia Cedarholm's Ameriprise Financial Experience June 2008 - August 2008
Job Banking & Capital Markets Senior Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
PwC September 2012 - Present
PwC March 2014 - December 2014
PwC January 2011 - March 2011
Ameriprise Financial June 2008 - August 2008
Skills
Accounting, CPA, Sarbanes-Oxley Act, Internal Controls, Auditing, US GAAP, Commercial Lending, Loans, Commercial Leasing, Microsoft Excel, Financial Reporting
Education
Wake Forest University, Schools of Business 2011 — 2012
Master of Science, Accountancy
Wake Forest University, Schools of Business 2007 — 2011
Bachelor of Science, Accountancy
Universitat Autònoma de Barcelona
PwC January 2015 - Present
PwC September 2012 - Present
PwC March 2014 - December 2014
PwC January 2011 - March 2011
Ameriprise Financial June 2008 - August 2008
Skills
Accounting, CPA, Sarbanes-Oxley Act, Internal Controls, Auditing, US GAAP, Commercial Lending, Loans, Commercial Leasing, Microsoft Excel, Financial Reporting
Education
Wake Forest University, Schools of Business 2011 — 2012
Master of Science, Accountancy
Wake Forest University, Schools of Business 2007 — 2011
Bachelor of Science, Accountancy
Universitat Autònoma de Barcelona
Simon Brazinski Simon Brazinski's Ameriprise Financial Experience June 2010 - June 2011
Job Financial Analyst at Blackhawk Mining
Industry Mining & Metals
Experience
Blackhawk Mining October 2014 - Present
Tempur-Pedic April 2013 - October 2014
PBI Bank June 2012 - April 2013
Ameriprise Financial June 2010 - June 2011
Traditional Bank July 2009 - June 2010
Skills
Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Finance, Securities, Financial Analysis, Financial Modeling, Investments, Accounting, Analysis, Corporate Finance, Loans, Credit Analysis, Management, Customer Service, Credit, Time Management, Financial Planning, Equities, Banking
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master's of Science, Finance
Transylvania University 2006 — 2010
Bachelor of Arts, Economics
Blackhawk Mining October 2014 - Present
Tempur-Pedic April 2013 - October 2014
PBI Bank June 2012 - April 2013
Ameriprise Financial June 2010 - June 2011
Traditional Bank July 2009 - June 2010
Skills
Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Finance, Securities, Financial Analysis, Financial Modeling, Investments, Accounting, Analysis, Corporate Finance, Loans, Credit Analysis, Management, Customer Service, Credit, Time Management, Financial Planning, Equities, Banking
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master's of Science, Finance
Transylvania University 2006 — 2010
Bachelor of Arts, Economics
Donald H. Westermeyer, CFP®'s Ameriprise Financial Experience 1989 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1989 - Present
US Bank 1972 - 1989
Education
Thomas More College
B.A., business administration
Ameriprise Financial 1989 - Present
US Bank 1972 - 1989
Education
Thomas More College
B.A., business administration
William G. Bishop , CRPC® William G. Bishop , CRPC®'s Ameriprise Financial Experience March 1997 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial March 1997 - Present
Education
Trinity College-Hartford 1992 — 1996
BA, History
Germantown Friends School 1978 — 1992
Ameriprise Financial March 1997 - Present
Education
Trinity College-Hartford 1992 — 1996
BA, History
Germantown Friends School 1978 — 1992
Shelli (Shelli Perseval) Guerra's Ameriprise Financial Experience November 2010 - October 2014
Job Experienced Financial Planner
Industry Financial Services
Experience
Ameriprise Financial November 2010 - October 2014
Morgan Stanley Smith Barney 2001 - 2004
Southwest Bank of Texas 1999 - 2001
Skills
Retirement Planning, Series 7, Wealth Management, Uniform Combined State..., Series 63, Microsoft Office, Strategic Financial..., Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Securities, 401k, Series 65, Financial Planning, Retirement
Education
University of Houston, C.T. Bauer College of Business 1992 — 1995
Bachelor of Science, Finance
The University of Texas at Arlington 1991 — 1993
J Frank Dobie Highschool 1987 — 1991
University of Texas at Arlington, Undergraduate Studies
Ameriprise Financial November 2010 - October 2014
Morgan Stanley Smith Barney 2001 - 2004
Southwest Bank of Texas 1999 - 2001
Skills
Retirement Planning, Series 7, Wealth Management, Uniform Combined State..., Series 63, Microsoft Office, Strategic Financial..., Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Securities, 401k, Series 65, Financial Planning, Retirement
Education
University of Houston, C.T. Bauer College of Business 1992 — 1995
Bachelor of Science, Finance
The University of Texas at Arlington 1991 — 1993
J Frank Dobie Highschool 1987 — 1991
University of Texas at Arlington, Undergraduate Studies
Axel Sasso Axel Sasso's Ameriprise Financial Experience April 2007 - January 2008
Job Owner at The Sasso Group, LLC.
Industry Information Technology and Services
Experience
The Sasso Group, LLC May 2010 - Present
The Sasso Group, LLC July 2009 - Present
United Health Group - Optum 2014 - 2015
Three Bridge S November 2010 - December 2010
Apex Systems January 2010 - July 2010
Genesis10 Consulting January 2010 - March 2010
Genesis10 November 2004 - September 2008
Capella University January 2008 - May 2008
Ameriprise Financial April 2007 - January 2008
Ameriprise Financial September 2006 - April 2007
Skills
Vendor Management, SDLC, PMP, IT Strategy, Project Portfolio..., Business Analysis, Program Management, IT Management, Enterprise Architecture, PMO, Requirements Analysis, Agile Project Management, Disaster Recovery, ITIL, Oracle, Business Process..., Data Center, Security, Enterprise Software, Integration, Project Management, Cross-functional Team..., Governance, Change Management, Telecommunications, Management, Testing, Databases, Leadership, Networking, Risk Management, Infrastructure, Consulting
Education
INTECOM-E: Addison, Texas 1992 — 1993
Integrated Communications Network Design and Operations Support, Technical Integrated Communications Networks
University of Minnesota-Twin Cities 1989 — 1993
CE, Civil Engineering - Structural Engineering, Pre-stressed concrete design
Universidad de San Carlos de Guatemala 1977 — 1981
CE, Civil Engineering - Transportation Engineering
The Sasso Group, LLC May 2010 - Present
The Sasso Group, LLC July 2009 - Present
United Health Group - Optum 2014 - 2015
Three Bridge S November 2010 - December 2010
Apex Systems January 2010 - July 2010
Genesis10 Consulting January 2010 - March 2010
Genesis10 November 2004 - September 2008
Capella University January 2008 - May 2008
Ameriprise Financial April 2007 - January 2008
Ameriprise Financial September 2006 - April 2007
Skills
Vendor Management, SDLC, PMP, IT Strategy, Project Portfolio..., Business Analysis, Program Management, IT Management, Enterprise Architecture, PMO, Requirements Analysis, Agile Project Management, Disaster Recovery, ITIL, Oracle, Business Process..., Data Center, Security, Enterprise Software, Integration, Project Management, Cross-functional Team..., Governance, Change Management, Telecommunications, Management, Testing, Databases, Leadership, Networking, Risk Management, Infrastructure, Consulting
Education
INTECOM-E: Addison, Texas 1992 — 1993
Integrated Communications Network Design and Operations Support, Technical Integrated Communications Networks
University of Minnesota-Twin Cities 1989 — 1993
CE, Civil Engineering - Structural Engineering, Pre-stressed concrete design
Universidad de San Carlos de Guatemala 1977 — 1981
CE, Civil Engineering - Transportation Engineering
Scott Hammock's Ameriprise Financial Experience April 2005 - April 2007
Job Technical Support Analyst at Visa, Inc.
Industry Information Technology and Services
Experience
Visa October 2014 - Present
Charles Schwab September 2014 - September 2014
The University of Texas at Austin June 2010 - August 2014
RIATA Technologies September 2007 - June 2010
Home Depot July 2007 - September 2007
Ameriprise Financial April 2005 - April 2007
Scott Hammock November 2003 - April 2005
Resources For Living November 2000 - November 2003
Dell, Inc. 1998 - 2000
Skills
Microsoft Office, Active Directory, Windows Server, Microsoft SQL Server, Servers, VPN, Technical Support, Microsoft Exchange, Networking, Hardware, Citrix, Information Technology, Integration, Vendor Management, CRM, Management, Troubleshooting, System Deployment, Software Installation
Education
The University of Texas at Austin 2002 — 2003
MSSTC, Business
University of Oklahoma 1993 — 1995
Bachelors, Education
Visa October 2014 - Present
Charles Schwab September 2014 - September 2014
The University of Texas at Austin June 2010 - August 2014
RIATA Technologies September 2007 - June 2010
Home Depot July 2007 - September 2007
Ameriprise Financial April 2005 - April 2007
Scott Hammock November 2003 - April 2005
Resources For Living November 2000 - November 2003
Dell, Inc. 1998 - 2000
Skills
Microsoft Office, Active Directory, Windows Server, Microsoft SQL Server, Servers, VPN, Technical Support, Microsoft Exchange, Networking, Hardware, Citrix, Information Technology, Integration, Vendor Management, CRM, Management, Troubleshooting, System Deployment, Software Installation
Education
The University of Texas at Austin 2002 — 2003
MSSTC, Business
University of Oklahoma 1993 — 1995
Bachelors, Education
Tory Nixon's Ameriprise Financial Experience June 2007 - March 2008
Job Solutions Specialist at Verizon Wireless
Industry Retail
Experience
Verizon Wireless December 2013 - Present
Superior Federal Credit Union October 2012 - December 2013
Lima Family YMCA October 2011 - March 2013
Superior Federal Credit Union January 2011 - October 2012
Superior Federal Credit Union June 2010 - December 2010
Superior Federal Credit Union September 2009 - June 2010
Ameriprise Financial June 2007 - March 2008
Marvin F. Poer June 2006 - March 2007
Skills
PowerPoint, Microsoft Office, Banking, Customer Service, Sales, Mortgage Lending, Secondary Mortgage..., Tax Analysis, Home Equity Loans, Consumer Lending, Tax Preparation, Credit, Microsoft Excel, Investments, Loans, Leadership, Social Media, Finance
Education
University of Cincinnati College of Business 2004 — 2008
Bachelor of Business Administration
Universidad Antonio de Nebrija 2007 — 2007
Bachelor of Business Administration (BBA)
Verizon Wireless December 2013 - Present
Superior Federal Credit Union October 2012 - December 2013
Lima Family YMCA October 2011 - March 2013
Superior Federal Credit Union January 2011 - October 2012
Superior Federal Credit Union June 2010 - December 2010
Superior Federal Credit Union September 2009 - June 2010
Ameriprise Financial June 2007 - March 2008
Marvin F. Poer June 2006 - March 2007
Skills
PowerPoint, Microsoft Office, Banking, Customer Service, Sales, Mortgage Lending, Secondary Mortgage..., Tax Analysis, Home Equity Loans, Consumer Lending, Tax Preparation, Credit, Microsoft Excel, Investments, Loans, Leadership, Social Media, Finance
Education
University of Cincinnati College of Business 2004 — 2008
Bachelor of Business Administration
Universidad Antonio de Nebrija 2007 — 2007
Bachelor of Business Administration (BBA)
Lorraine R Hart's Ameriprise Financial Experience 1984 - 2006
Job Retired Investment Manager/Current Community Volunteer
Industry Investment Management
Experience
Various Nonprofit Organizations 2006 - Present
Ameriprise Financial 1984 - 2006
Country Financial (Previously MSI Insurance) 1978 - 1984
BMO Harris Bank (Previously M&I and National City Bank of Minneapolis) 1976 - 1978
Skills
Investments, Asset Management, Portfolio Management, Fixed Income, Asset Allocation, Non-profits, Investment Management, Securities, Asset Managment, Investment Strategies, Nonprofits, Insurance, Financial Analysis, Retirement, Mutual Funds, Financial Advisory, Retirement Planning, Financial Services, Estate Planning, Strategic Financial..., Investment Advisory, Financial Modeling, Valuation, Bloomberg, Equities, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1975
MBA, Finance
The University of South Dakota 1969 — 1973
BA, Math
Various Nonprofit Organizations 2006 - Present
Ameriprise Financial 1984 - 2006
Country Financial (Previously MSI Insurance) 1978 - 1984
BMO Harris Bank (Previously M&I and National City Bank of Minneapolis) 1976 - 1978
Skills
Investments, Asset Management, Portfolio Management, Fixed Income, Asset Allocation, Non-profits, Investment Management, Securities, Asset Managment, Investment Strategies, Nonprofits, Insurance, Financial Analysis, Retirement, Mutual Funds, Financial Advisory, Retirement Planning, Financial Services, Estate Planning, Strategic Financial..., Investment Advisory, Financial Modeling, Valuation, Bloomberg, Equities, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1975
MBA, Finance
The University of South Dakota 1969 — 1973
BA, Math
Tara Joslin's Ameriprise Financial Experience April 2015 - Present
Job Audit Manager Risk & Control Services at Ameriprise Financial
Industry Accounting
Experience
Ameriprise Financial April 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - Present
Lawson Software April 2010 - July 2011
Cross Telecom March 2007 - March 2010
Thomson Reuters 2004 - 2007
American Public Media / Minnesota Pubic Radio 2001 - 2004
Robert Half Finance & Accounting 2000 - 2001
Gateway April 1998 - March 2000
Skills
Variance Analysis, Accounting, Financial Analysis, Finance, Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Business Analysis
Education
The University of South Dakota 1992 — 1997
BSBA, Accounting
Watertown High School
Diploma
Ameriprise Financial April 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - Present
Lawson Software April 2010 - July 2011
Cross Telecom March 2007 - March 2010
Thomson Reuters 2004 - 2007
American Public Media / Minnesota Pubic Radio 2001 - 2004
Robert Half Finance & Accounting 2000 - 2001
Gateway April 1998 - March 2000
Skills
Variance Analysis, Accounting, Financial Analysis, Finance, Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Business Analysis
Education
The University of South Dakota 1992 — 1997
BSBA, Accounting
Watertown High School
Diploma
Jasmine Masand's Ameriprise Financial Experience August 2005 - December 2005
Job Assistant Vice President, Business Bank at Comerica Bank
Industry Financial Services
Experience
Comerica Bank June 2012 - Present
Comerica Bank January 2011 - June 2012
Regency Energy Partners LP June 2010 - January 2011
Lennox International May 2008 - December 2010
Lennox International March 2007 - April 2008
Ameriprise Financial August 2005 - December 2005
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
MBA, Finance & Accounting
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Comerica Bank June 2012 - Present
Comerica Bank January 2011 - June 2012
Regency Energy Partners LP June 2010 - January 2011
Lennox International May 2008 - December 2010
Lennox International March 2007 - April 2008
Ameriprise Financial August 2005 - December 2005
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
MBA, Finance & Accounting
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Jennifer Gonzales's Ameriprise Financial Experience 2005 - 2007
Job Large Group Senior Sales Consultant at Health Net
Industry Insurance
Experience
Health Net April 2014 - Present
Principal Financial Group November 2010 - April 2014
Assurant Employee Benefits November 2007 - November 2010
Ameriprise Financial 2005 - 2007
Skills
Ancillary Benefits, Employee Benefits, Disability Insurance, Life Insurance, Insurance, Sales, Client Development, Client Education, Customer Satisfaction, Customer Retention, Manage Client..., Team Management, Benefits Administration, Brokers, Health Insurance, Term Life Insurance, Account Management, Leadership, Underwriting
Education
University of Texas 2000 — 2005
Bachelor of Science (B.S.), Communications
GOLD Youth Leadership
Health Net April 2014 - Present
Principal Financial Group November 2010 - April 2014
Assurant Employee Benefits November 2007 - November 2010
Ameriprise Financial 2005 - 2007
Skills
Ancillary Benefits, Employee Benefits, Disability Insurance, Life Insurance, Insurance, Sales, Client Development, Client Education, Customer Satisfaction, Customer Retention, Manage Client..., Team Management, Benefits Administration, Brokers, Health Insurance, Term Life Insurance, Account Management, Leadership, Underwriting
Education
University of Texas 2000 — 2005
Bachelor of Science (B.S.), Communications
GOLD Youth Leadership
Patti Huber's Ameriprise Financial Experience April 2005 - January 2007
Job EMarketing Project Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds September 2008 - December 2010
RiverSource Investments, LLC January 2007 - September 2008
Ameriprise Financial April 2005 - January 2007
American Express November 2002 - April 2005
American Express August 2000 - October 2002
Amazon.com October 1999 - August 2000
Amazon.com 1997 - 1999
Skills
Marketing, Marketing Strategy, Series 7, 401k
Education
The University of North Dakota 1994 — 1999
Nuveen Investments January 2011 - Present
First American Funds September 2008 - December 2010
RiverSource Investments, LLC January 2007 - September 2008
Ameriprise Financial April 2005 - January 2007
American Express November 2002 - April 2005
American Express August 2000 - October 2002
Amazon.com October 1999 - August 2000
Amazon.com 1997 - 1999
Skills
Marketing, Marketing Strategy, Series 7, 401k
Education
The University of North Dakota 1994 — 1999
Stacey Olson's Ameriprise Financial Experience July 2010 - September 2012
Job VP Planning, Administration & PMO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - January 2014
Ameriprise Financial July 2010 - September 2012
Ameriprise Financial November 2006 - June 2010
Ameriprise Financial March 2004 - November 2006
Achieve Healthcare Technologies November 1998 - March 2004
Skills
Business Analysis, Software Project..., Vendor Management, SDLC, Process Improvement, Project Management, Program Management, Requirements Gathering, Financial Services, Requirements Analysis, Change Management, Business Requirements, Cross-functional Team..., Visio, Integration, Product Management, Leadership, Business Strategy, IT Strategy, Project Portfolio..., Project Planning, PMO, Business Process..., Business Process, CRM, Business Transformation, Business Intelligence, Consulting, Strategy, Outsourcing
Education
The University of North Dakota 1994 — 1998
Bachelor of Science (BS), Psychology
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - January 2014
Ameriprise Financial July 2010 - September 2012
Ameriprise Financial November 2006 - June 2010
Ameriprise Financial March 2004 - November 2006
Achieve Healthcare Technologies November 1998 - March 2004
Skills
Business Analysis, Software Project..., Vendor Management, SDLC, Process Improvement, Project Management, Program Management, Requirements Gathering, Financial Services, Requirements Analysis, Change Management, Business Requirements, Cross-functional Team..., Visio, Integration, Product Management, Leadership, Business Strategy, IT Strategy, Project Portfolio..., Project Planning, PMO, Business Process..., Business Process, CRM, Business Transformation, Business Intelligence, Consulting, Strategy, Outsourcing
Education
The University of North Dakota 1994 — 1998
Bachelor of Science (BS), Psychology
Jennifer Engeling's Ameriprise Financial Experience 2006 - 2007
Job Product Manager at Blackhawk Network
Industry Financial Services
Experience
Blackhawk Network July 2015 - Present
InteliSpend August 2013 - Present
U.S. Department of State October 2011 - December 2011
Thomson Reuters 2007 - July 2009
Ameriprise Financial 2006 - 2007
Smith Barney/Citigroup May 2005 - August 2005
Skills
Financial Markets, Market Research, Economics, Marketing Strategy, Leadership, French, Competitive Analysis, Finance, Financial Analysis, Data Analysis, Analysis, Business Development, Strategy, Business Strategy, Management, Strategic Planning, Business Analysis
Education
Washington University in St. Louis 2009 — 2012
MBA/MA, international business, international affairs
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
international business
Université Paris Dauphine 2010 — 2010
international business
Washington University in St. Louis 2002 — 2006
B.A., English, psychology, minor: gender studies
Blackhawk Network July 2015 - Present
InteliSpend August 2013 - Present
U.S. Department of State October 2011 - December 2011
Thomson Reuters 2007 - July 2009
Ameriprise Financial 2006 - 2007
Smith Barney/Citigroup May 2005 - August 2005
Skills
Financial Markets, Market Research, Economics, Marketing Strategy, Leadership, French, Competitive Analysis, Finance, Financial Analysis, Data Analysis, Analysis, Business Development, Strategy, Business Strategy, Management, Strategic Planning, Business Analysis
Education
Washington University in St. Louis 2009 — 2012
MBA/MA, international business, international affairs
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
international business
Université Paris Dauphine 2010 — 2010
international business
Washington University in St. Louis 2002 — 2006
B.A., English, psychology, minor: gender studies
Jack Montague's Ameriprise Financial Experience May 2005 - April 2006
Job Vice President Client Advisor at J.P. Morgan Assset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2013 - Present
BNY Mellon/Dreyfus Investments July 2010 - November 2013
BNY Mellon/Dreyfus Investments April 2008 - July 2010
J&W Seligman April 2006 - April 2008
Ameriprise Financial May 2005 - April 2006
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Alternative Investments, Securities
Education
State University of New York at Albany 2001 — 2005
Bachelor of Sciene, Finance and Management
J.P. Morgan Asset Management November 2013 - Present
BNY Mellon/Dreyfus Investments July 2010 - November 2013
BNY Mellon/Dreyfus Investments April 2008 - July 2010
J&W Seligman April 2006 - April 2008
Ameriprise Financial May 2005 - April 2006
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Alternative Investments, Securities
Education
State University of New York at Albany 2001 — 2005
Bachelor of Sciene, Finance and Management
Shannon Johnshoy's Ameriprise Financial Experience June 2000 - September 2001
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Berger Financial Group, Inc. September 2001 - May 2014
Ameriprise Financial June 2000 - September 2001
Skills
Series 7, Strategic Financial..., Retirement Planning, Investment Advisory, Retirement, Securities, Financial Analysis, Mutual Funds, Fixed Annuities, Asset Allocation, Wealth Management, Investments
Education
The University of South Dakota 1994 — 1998
Bachelor, Business Administration and Finance
Lincoln Senior High School 1991 — 1994
High School
Ameriprise Financial Services, Inc. May 2014 - Present
Berger Financial Group, Inc. September 2001 - May 2014
Ameriprise Financial June 2000 - September 2001
Skills
Series 7, Strategic Financial..., Retirement Planning, Investment Advisory, Retirement, Securities, Financial Analysis, Mutual Funds, Fixed Annuities, Asset Allocation, Wealth Management, Investments
Education
The University of South Dakota 1994 — 1998
Bachelor, Business Administration and Finance
Lincoln Senior High School 1991 — 1994
High School
Annabel Champlin's Ameriprise Financial Experience May 2010 - Present
Job Owner, Annabel Champlin Designs
Industry Design
Experience
Ameriprise Financial May 2010 - Present
Annabel Champlin Designs February 2005 - Present
Credit Suisse First Boston September 1997 - May 2004
Skills
Strategic Planning, Asset Managment, Investments, Marketing, Asset Management, Social Media, Program Management, Event Planning, Microsoft Excel, Fixed Income, Customer Service, Equities, Microsoft Office
Education
Union College 1993 — 1997
Ameriprise Financial May 2010 - Present
Annabel Champlin Designs February 2005 - Present
Credit Suisse First Boston September 1997 - May 2004
Skills
Strategic Planning, Asset Managment, Investments, Marketing, Asset Management, Social Media, Program Management, Event Planning, Microsoft Excel, Fixed Income, Customer Service, Equities, Microsoft Office
Education
Union College 1993 — 1997
Robert Britton's Ameriprise Financial Experience August 1994 - April 2006
Job Vice President, Client Relations
Industry Financial Services
Experience
Wells Fargo August 1994 - Present
Ameriprise Financial August 1994 - April 2006
Carlson Marketing Group 1988 - 1993
Skills
Series 63, Wealth Management, Financial Services, Relationship Management, Series 7, Investments, Strategic Financial..., Portfolio Management, Retirement Planning, 401k, Insurance, Retirement, Asset Allocation, Incentive Programs, Mutual Funds, Due Diligence, Financial Advisory, Leadership, Securities, Financial Planning
Education
The University of North Dakota 1975 — 1979
Bachelor's degree, Marketing
Red River High School 1973 — 1975
Graduate
Wells Fargo August 1994 - Present
Ameriprise Financial August 1994 - April 2006
Carlson Marketing Group 1988 - 1993
Skills
Series 63, Wealth Management, Financial Services, Relationship Management, Series 7, Investments, Strategic Financial..., Portfolio Management, Retirement Planning, 401k, Insurance, Retirement, Asset Allocation, Incentive Programs, Mutual Funds, Due Diligence, Financial Advisory, Leadership, Securities, Financial Planning
Education
The University of North Dakota 1975 — 1979
Bachelor's degree, Marketing
Red River High School 1973 — 1975
Graduate
Kyle Sharp's Ameriprise Financial Experience August 2005 - February 2006
Job Coordinator of Commerce, Industry, and Career Services, CALS Career and Academic Services at The University of Arizona
Industry Higher Education
Experience
The University of Arizona September 2012 - Present
The University of Arizona August 2011 - September 2012
Silent Partner Consulting July 2009 - August 2011
Eller MBA/ Sunquest Information Systems August 2008 - December 2009
University of Arizona August 2006 - June 2009
Eller MBA/ Pebble Tec January 2008 - May 2008
Pima County Farm Bureau August 2006 - July 2007
Ameriprise Financial August 2005 - February 2006
Headquarters West Ltd September 2003 - December 2004
Moon Shooters Café November 1997 - March 2003
Skills
Higher Education, Strategy, Social Media, Leadership, Analysis, Training, Marketing, Program Management, Public Speaking, Research, Management, Microsoft Office, Fundraising, Strategic Planning, Community Outreach, Data Analysis, Customer Service, Teaching
Education
University of Arizona 2006 — 2009
MS, Agricultural Education and Communications
University of Arizona 2006 — 2009
MBA
University of Arizona 2001 — 2005
BS, Agriculture Economics and Business Management
The University of Arizona September 2012 - Present
The University of Arizona August 2011 - September 2012
Silent Partner Consulting July 2009 - August 2011
Eller MBA/ Sunquest Information Systems August 2008 - December 2009
University of Arizona August 2006 - June 2009
Eller MBA/ Pebble Tec January 2008 - May 2008
Pima County Farm Bureau August 2006 - July 2007
Ameriprise Financial August 2005 - February 2006
Headquarters West Ltd September 2003 - December 2004
Moon Shooters Café November 1997 - March 2003
Skills
Higher Education, Strategy, Social Media, Leadership, Analysis, Training, Marketing, Program Management, Public Speaking, Research, Management, Microsoft Office, Fundraising, Strategic Planning, Community Outreach, Data Analysis, Customer Service, Teaching
Education
University of Arizona 2006 — 2009
MS, Agricultural Education and Communications
University of Arizona 2006 — 2009
MBA
University of Arizona 2001 — 2005
BS, Agriculture Economics and Business Management
Scott Brischke, MBA, CFP®, CRPC®'s Ameriprise Financial Experience 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2000 - Present
Education
The University of Texas at San Antonio 1997 — 2004
MBA, Finance
The University of Texas at San Antonio 1993 — 1997
BBA, Management
Ameriprise Financial 2000 - Present
Education
The University of Texas at San Antonio 1997 — 2004
MBA, Finance
The University of Texas at San Antonio 1993 — 1997
BBA, Management
Greg Gabbert's Ameriprise Financial Experience 2004 - 2008
Job Solutions Architect, Advice & Wealth Management at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - April 2013
Ameriprise Financial Services, Inc. April 2011 - February 2012
Gabbert.IT, Inc. June 2009 - April 2011
Wells Fargo February 2009 - June 2009
Midwest Dealer Services May 2008 - May 2009
Karlsson Consulting Group April 1998 - May 2009
Fair Isaac July 2008 - January 2009
Karlsson Consulting Group 2004 - 2008
Ameriprise Financial 2004 - 2008
Education
Towson University 1979 — 1982
BA, Business Administration & History
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - April 2013
Ameriprise Financial Services, Inc. April 2011 - February 2012
Gabbert.IT, Inc. June 2009 - April 2011
Wells Fargo February 2009 - June 2009
Midwest Dealer Services May 2008 - May 2009
Karlsson Consulting Group April 1998 - May 2009
Fair Isaac July 2008 - January 2009
Karlsson Consulting Group 2004 - 2008
Ameriprise Financial 2004 - 2008
Education
Towson University 1979 — 1982
BA, Business Administration & History
Lance Jamerson's Ameriprise Financial Experience September 2003 - April 2006
Job Wealth Manager at Howard Financial Services
Industry Financial Services
Experience
Howard Financial Services October 2013 - Present
Austin Wealth Management November 2011 - September 2013
Revel Financial April 2009 - November 2011
National Financial Partners April 2006 - April 2009
NFP Securities April 2006 - April 2009
NFP April 2006 - April 2009
National Financial Partners 2006 - 2009
National Financial Partners 2006 - 2008
Ameriprise Financial September 2003 - April 2006
American Express Financial Advisors May 2000 - September 2003
Skills
Series 7, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Insurance, Risk Management, Series 24, Succession Planning, Investments, Leadership
Education
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (BA), Economics
The University of Texas at Austin 1996 — 2000
Bachelor's degree, Economics
Howard Financial Services October 2013 - Present
Austin Wealth Management November 2011 - September 2013
Revel Financial April 2009 - November 2011
National Financial Partners April 2006 - April 2009
NFP Securities April 2006 - April 2009
NFP April 2006 - April 2009
National Financial Partners 2006 - 2009
National Financial Partners 2006 - 2008
Ameriprise Financial September 2003 - April 2006
American Express Financial Advisors May 2000 - September 2003
Skills
Series 7, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Insurance, Risk Management, Series 24, Succession Planning, Investments, Leadership
Education
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (BA), Economics
The University of Texas at Austin 1996 — 2000
Bachelor's degree, Economics
Adam Ladd's Ameriprise Financial Experience December 2007 - June 2008
Job Paraplanner
Industry Financial Services
Experience
Petrik and Associates, A Financial Advisory Practice of Ameriprise Financial July 2008 - Present
Ameriprise Financial December 2007 - June 2008
Exit Realty Associates Boston June 2007 - November 2007
Skills
Retirement Planning, Investments, Social Media Marketing, Finance, Estate Planning, Investment Strategies
Education
Trinity College-Hartford 2004 — 2007
Bachelor of Arts (B.A.), Economics
Pomfret School 2000 — 2003
Petrik and Associates, A Financial Advisory Practice of Ameriprise Financial July 2008 - Present
Ameriprise Financial December 2007 - June 2008
Exit Realty Associates Boston June 2007 - November 2007
Skills
Retirement Planning, Investments, Social Media Marketing, Finance, Estate Planning, Investment Strategies
Education
Trinity College-Hartford 2004 — 2007
Bachelor of Arts (B.A.), Economics
Pomfret School 2000 — 2003
Tanner Holcombe's Ameriprise Financial Experience August 2004 - February 2005
Job Smarter Process SaaS Sales
Industry Information Technology and Services
Experience
IBM October 2012 - Present
Dell February 2011 - October 2012
Dell November 2008 - February 2011
CH Robinson May 2005 - October 2008
Ameriprise Financial August 2004 - February 2005
McElroy, Sullivan & Miller July 2002 - August 2004
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), History
IBM October 2012 - Present
Dell February 2011 - October 2012
Dell November 2008 - February 2011
CH Robinson May 2005 - October 2008
Ameriprise Financial August 2004 - February 2005
McElroy, Sullivan & Miller July 2002 - August 2004
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), History
Kimberly Riggs's Ameriprise Financial Experience July 2007 - November 2008
Job Associate at Analysis Group
Industry Research
Experience
Analysis Group July 2014 - August 2015
Evidera April 2014 - July 2014
Evidera October 2012 - April 2014
United BioSource Corporation January 2011 - October 2012
United BioSource Corporation March 2009 - January 2011
Ameriprise Financial July 2007 - November 2008
Skills
Data Analysis, Statistics, Health Economics, Quantitative Research, Strategic Consulting, HEOR, Market Access, Public Health, Healthcare, Quantitative Analytics, Research, Qualitative Research, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Analytics, Market Research, Outcomes Research, Microsoft Word
Education
Tufts University School of Medicine 2012 — 2013
Master of Public Health (MPH), Health Services Administration and Policy
Trinity College-Hartford 2003 — 2007
B.S., Biology, Economics
Burlington High School 1999 — 2003
Analysis Group July 2014 - August 2015
Evidera April 2014 - July 2014
Evidera October 2012 - April 2014
United BioSource Corporation January 2011 - October 2012
United BioSource Corporation March 2009 - January 2011
Ameriprise Financial July 2007 - November 2008
Skills
Data Analysis, Statistics, Health Economics, Quantitative Research, Strategic Consulting, HEOR, Market Access, Public Health, Healthcare, Quantitative Analytics, Research, Qualitative Research, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Analytics, Market Research, Outcomes Research, Microsoft Word
Education
Tufts University School of Medicine 2012 — 2013
Master of Public Health (MPH), Health Services Administration and Policy
Trinity College-Hartford 2003 — 2007
B.S., Biology, Economics
Burlington High School 1999 — 2003
Joseph L Silva, CPA's Ameriprise Financial Experience July 1996 - Present
Job Private Wealth Advisor of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 1996 - Present
KPMG August 1994 - July 1996
Education
The University of Texas at Austin 1992 — 1994
Masters In Accounting, Accounting and Finance
The University of Texas at Austin 1989 — 1992
BBA Accounting, Accounting
Ameriprise Financial July 1996 - Present
KPMG August 1994 - July 1996
Education
The University of Texas at Austin 1992 — 1994
Masters In Accounting, Accounting and Finance
The University of Texas at Austin 1989 — 1992
BBA Accounting, Accounting
Kyle M. Tweet's Ameriprise Financial Experience June 2001 - January 2009
Job Financial Advisor, Chartered Financial Consultant
Industry Financial Services
Experience
Tweet Management Services November 2005 - Present
S(ALT) Capital Management January 2009 - April 2011
Ameriprise Financial June 2001 - January 2009
Skills
Asset Management, Financial Planning, Tax Reduction Strategies, Risk Management, Estate Planning, Strategic Financial..., Tax, Finance, Investments, Mutual Funds, Fixed Annuities, Securities, Wealth Management, Life Insurance, Investment Advisory, Alternative Investments, Asset Allocation, Financial Risk, Retirement Planning, Bonds, Wealth Accumulation, Series 7, FINRA, Corporate Finance, Hedge Funds, Investment Management, Mortgage Lending, Financial Advisory, Series 63, Wealth Management..., Series 6, Retirement, Financial Planners, Investment Strategies, Loans, Relationship Management, Financial Services, Portfolio Management, Mergers & Acquisitions, Wealth, 401k Rollovers, Uniform Combined State..., Disability Insurance, Insurance, Commodity, High Net Worth..., 401k, Financial Analysis, Banking
Education
The University of South Dakota 1998 — 2001
Batchelor of Science in Business Management, Economics, Finance
University of Nebraska-Lincoln 1995 — 1996
Calculus, Chemistry, History
Tweet Management Services November 2005 - Present
S(ALT) Capital Management January 2009 - April 2011
Ameriprise Financial June 2001 - January 2009
Skills
Asset Management, Financial Planning, Tax Reduction Strategies, Risk Management, Estate Planning, Strategic Financial..., Tax, Finance, Investments, Mutual Funds, Fixed Annuities, Securities, Wealth Management, Life Insurance, Investment Advisory, Alternative Investments, Asset Allocation, Financial Risk, Retirement Planning, Bonds, Wealth Accumulation, Series 7, FINRA, Corporate Finance, Hedge Funds, Investment Management, Mortgage Lending, Financial Advisory, Series 63, Wealth Management..., Series 6, Retirement, Financial Planners, Investment Strategies, Loans, Relationship Management, Financial Services, Portfolio Management, Mergers & Acquisitions, Wealth, 401k Rollovers, Uniform Combined State..., Disability Insurance, Insurance, Commodity, High Net Worth..., 401k, Financial Analysis, Banking
Education
The University of South Dakota 1998 — 2001
Batchelor of Science in Business Management, Economics, Finance
University of Nebraska-Lincoln 1995 — 1996
Calculus, Chemistry, History
Dennis Marler's Ameriprise Financial Experience April 2005 - May 2008
Job Computer Software Professional
Industry Management Consulting
Experience
Thrivent Financial May 2008 - July 2008
Ameriprise Financial April 2005 - May 2008
Medtronic July 2004 - April 2005
Target July 2002 - December 2002
eFunds November 1999 - July 2001
American Express Financial Advisors June 1997 - April 1999
Education
The University of South Dakota
MBA, Small Businesss Administration
The University of South Dakota
BA, Computer Science
Thrivent Financial May 2008 - July 2008
Ameriprise Financial April 2005 - May 2008
Medtronic July 2004 - April 2005
Target July 2002 - December 2002
eFunds November 1999 - July 2001
American Express Financial Advisors June 1997 - April 1999
Education
The University of South Dakota
MBA, Small Businesss Administration
The University of South Dakota
BA, Computer Science
Paula Perkins's Ameriprise Financial Experience March 2003 - April 2011
Job EPMO Team Lead at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2003 - April 2011
ING/Reliastar 1999 - 2003
Education
The University of North Dakota 1977 — 1980
BSBA, Information and Records Management
Ameriprise Financial March 2003 - April 2011
ING/Reliastar 1999 - 2003
Education
The University of North Dakota 1977 — 1980
BSBA, Information and Records Management
Cathy Stricker's Ameriprise Financial Experience March 2009 - October 2009
Job Marketing Implementation Manager at Sprint
Industry Marketing and Advertising
Experience
Sprint Nextel July 2010 - Present
Nelson-Atkins Museum of Art September 2007 - Present
Ameriprise Financial March 2009 - October 2009
Embarq February 2008 - November 2008
Embarq November 2005 - February 2008
Sprint August 1998 - November 2005
Skills
Marketing, Program Management, Internal Communications, Training, Marketing Communications, Sales, Social Media, Project Management, Marketing Strategy, Product Marketing, Strategic Planning, Management, Process Improvement, Retail
Education
The University of Southern Mississippi 1979 — 1983
Bachelor of Science
Centriq Training Social Business Champion Boot Camp
Sprint Nextel July 2010 - Present
Nelson-Atkins Museum of Art September 2007 - Present
Ameriprise Financial March 2009 - October 2009
Embarq February 2008 - November 2008
Embarq November 2005 - February 2008
Sprint August 1998 - November 2005
Skills
Marketing, Program Management, Internal Communications, Training, Marketing Communications, Sales, Social Media, Project Management, Marketing Strategy, Product Marketing, Strategic Planning, Management, Process Improvement, Retail
Education
The University of Southern Mississippi 1979 — 1983
Bachelor of Science
Centriq Training Social Business Champion Boot Camp
Erik Barragan's Ameriprise Financial Experience 2007 - 2008
Job Underwriter JPMorgan Corporate Client Banking at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Chase August 2012 - August 2014
Chase March 2010 - July 2012
Real Time Resolutions January 2009 - February 2010
Ameriprise Financial 2007 - 2008
Skills
Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Credit, Risk Management, Financial Risk, Strategic Financial..., Loans
Education
The University of Texas at Austin 2003 — 2008
B.A., Economics
J.P. Morgan September 2014 - Present
Chase August 2012 - August 2014
Chase March 2010 - July 2012
Real Time Resolutions January 2009 - February 2010
Ameriprise Financial 2007 - 2008
Skills
Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Credit, Risk Management, Financial Risk, Strategic Financial..., Loans
Education
The University of Texas at Austin 2003 — 2008
B.A., Economics
Ann Reda, ASQ CSSBB's Ameriprise Financial Experience June 2007 - October 2007
Job Operations Research Analyst at Federal Aviation Administration FAA
Industry Government Administration
Experience
Federal Aviation Administration - FAA August 2014 - Present
FAA August 2010 - August 2014
Overhead Door January 2008 - January 2009
Ameriprise Financial June 2007 - October 2007
McCarthy Building Company June 2005 - January 2007
Austin Commercial September 2001 - May 2005
Roy Anderson Corp. September 1999 - March 2001
Austin Commercial May 1997 - September 1999
Hensel Phelps Construction Co. January 1994 - May 1997
Skills
Project Planning, Six Sigma, Management, Construction, Process Improvement, Procurement, Process Scheduler, Project Management, Contract Management, Project Estimation, Contract Negotiation, Budgets, Manufacturing, MS Project, Leadership, Engineering, Testing, Program Management, Government, Operations Management, Analysis, Earned Value Management, Continuous Improvement
Education
The University of Texas at Austin 1988 — 1993
BS, Architectural Engineering
Ralston High School 1984 — 1988
High School Diploma
Federal Aviation Administration - FAA August 2014 - Present
FAA August 2010 - August 2014
Overhead Door January 2008 - January 2009
Ameriprise Financial June 2007 - October 2007
McCarthy Building Company June 2005 - January 2007
Austin Commercial September 2001 - May 2005
Roy Anderson Corp. September 1999 - March 2001
Austin Commercial May 1997 - September 1999
Hensel Phelps Construction Co. January 1994 - May 1997
Skills
Project Planning, Six Sigma, Management, Construction, Process Improvement, Procurement, Process Scheduler, Project Management, Contract Management, Project Estimation, Contract Negotiation, Budgets, Manufacturing, MS Project, Leadership, Engineering, Testing, Program Management, Government, Operations Management, Analysis, Earned Value Management, Continuous Improvement
Education
The University of Texas at Austin 1988 — 1993
BS, Architectural Engineering
Ralston High School 1984 — 1988
High School Diploma
Steven M Rivard's Ameriprise Financial Experience October 2002 - Present
Job Financial Advisor and Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2002 - Present
Rivard International Corporation April 1988 - December 2002
Arabian Fiberglass, a subsidiary of Owens-Corning Fiberglas February 1984 - February 1988
Carrier Air Conditioning, a division of United Technologies February 1982 - February 1984
Carrier Air Conditioning, a division of United Technologies February 1980 - February 1982
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Finance
University at Buffalo 1974 — 1978
BS, Mechanical Engineering
Ameriprise Financial October 2002 - Present
Rivard International Corporation April 1988 - December 2002
Arabian Fiberglass, a subsidiary of Owens-Corning Fiberglas February 1984 - February 1988
Carrier Air Conditioning, a division of United Technologies February 1982 - February 1984
Carrier Air Conditioning, a division of United Technologies February 1980 - February 1982
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Finance
University at Buffalo 1974 — 1978
BS, Mechanical Engineering
Daniella (Parker) Harrison's Ameriprise Financial Experience February 2006 - January 2007
Job Partner Relations Field Advocacy at The Seed Company
Industry Nonprofit Organization Management
Experience
The Seed Company June 2013 - Present
The Seed Company March 2012 - June 2013
DFW International Airport October 2011 - March 2012
Valmont Industries January 2007 - June 2010
Ameriprise Financial February 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Financial Reporting, Event Planning, Event Management, Strategic Planning, Public Speaking, Customer Service, Fundraising, Nonprofits
Education
University of Alabama 2002 — 2006
Consumer Science, Financial Planning & Counseling
The Seed Company June 2013 - Present
The Seed Company March 2012 - June 2013
DFW International Airport October 2011 - March 2012
Valmont Industries January 2007 - June 2010
Ameriprise Financial February 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Financial Reporting, Event Planning, Event Management, Strategic Planning, Public Speaking, Customer Service, Fundraising, Nonprofits
Education
University of Alabama 2002 — 2006
Consumer Science, Financial Planning & Counseling
Dale Schenewerk's Ameriprise Financial Experience July 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1996 - Present
WTVH-TV 1983 - 1985
Education
University of Missouri-Columbia, College of Business 1988 — 1991
MBA, Marketing
Truman State University 1979 — 1983
Bachelor of Science, Business Administration/Marketing
Ameriprise Financial July 1996 - Present
WTVH-TV 1983 - 1985
Education
University of Missouri-Columbia, College of Business 1988 — 1991
MBA, Marketing
Truman State University 1979 — 1983
Bachelor of Science, Business Administration/Marketing
Charles Rollins's Ameriprise Financial Experience June 2008 - May 2014
Job Looking for new opportunities
Industry Oil & Energy
Experience
Seba Metals June 2014 - August 2015
Ameriprise Financial June 2008 - May 2014
Sage Street Investments, Inc. 2001 - 2007
Hyatt Regency Austin 1998 - 2000
Education
University of Houston-Downtown 2003 — 2007
Bachelors, Finance, Economics
The University of Texas at Austin 1998 — 1999
Architecture
Stratford High School 1994 — 1998
Seba Metals June 2014 - August 2015
Ameriprise Financial June 2008 - May 2014
Sage Street Investments, Inc. 2001 - 2007
Hyatt Regency Austin 1998 - 2000
Education
University of Houston-Downtown 2003 — 2007
Bachelors, Finance, Economics
The University of Texas at Austin 1998 — 1999
Architecture
Stratford High School 1994 — 1998
Gary Wachs's Ameriprise Financial Experience 2004 - 2005
Job Compliance Professional, Austin Texas
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
J.P Turner August 2010 - October 2011
Red Oak Compliance Solutions March 2010 - August 2010
NFP Securities Inc 2005 - March 2010
Ameriprise Financial 2004 - 2005
Banc One Securities Corp October 1996 - 2004
Texas State Securities Board 1989 - 1996
The University of Texas at Austin 1989 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1989
MBA, Finance
Trinity University 1976 — 1980
BBA, Management
Charles Schwab October 2011 - Present
J.P Turner August 2010 - October 2011
Red Oak Compliance Solutions March 2010 - August 2010
NFP Securities Inc 2005 - March 2010
Ameriprise Financial 2004 - 2005
Banc One Securities Corp October 1996 - 2004
Texas State Securities Board 1989 - 1996
The University of Texas at Austin 1989 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1989
MBA, Finance
Trinity University 1976 — 1980
BBA, Management
Erik Srigley's Ameriprise Financial Experience August 1999 - Present
Job Senior Operations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1999 - Present
Ameriprise Financial August 1999 - Present
Ameriprise Financial 1999 - Present
American Express 1999 - 2006
Compuware June 1995 - August 1999
Gorecki Manufactoring January 1994 - June 1995
Skills
SDLC, Vendor Management, Program Management, Process Improvement, Data Center, Enterprise Software, Leadership, Software Development, Solution Architecture, Security, Enterprise Architecture, IT Strategy, Testing, Business Analysis, Servers, Requirements Analysis
Education
The University of North Dakota 1991 — 1993
BS, Mechanical Engineering
University of Minnesota-Twin Cities 1987 — 1991
Architecture, Engineering and ME
Ameriprise Financial Services, Inc. August 1999 - Present
Ameriprise Financial August 1999 - Present
Ameriprise Financial 1999 - Present
American Express 1999 - 2006
Compuware June 1995 - August 1999
Gorecki Manufactoring January 1994 - June 1995
Skills
SDLC, Vendor Management, Program Management, Process Improvement, Data Center, Enterprise Software, Leadership, Software Development, Solution Architecture, Security, Enterprise Architecture, IT Strategy, Testing, Business Analysis, Servers, Requirements Analysis
Education
The University of North Dakota 1991 — 1993
BS, Mechanical Engineering
University of Minnesota-Twin Cities 1987 — 1991
Architecture, Engineering and ME
Jennifer Marlin's Ameriprise Financial Experience 2009 - Present
Job Owner, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Education
Tufts University 1979 — 1983
BA, Liberal Arts, Early Childhood Education
Ameriprise Financial 2009 - Present
Education
Tufts University 1979 — 1983
BA, Liberal Arts, Early Childhood Education
Kiersten Mayes's Ameriprise Financial Experience 2005 - 2005
Job Catering Sales Director at Wentworth by the Sea Country Club
Industry Hospitality
Experience
The Central Restaurant & Bar April 2014 - Present
Wentworth by the Sea Country Club April 2011 - April 2014
Wentworth by the Sea Country Club March 2007 - April 2011
Portsmouth Brewery April 2006 - April 2007
Ameriprise Financial 2005 - 2005
Skills
Event Planning, Social Media, Customer Service, Event Management, Social Media Marketing, Sales, Operations Management, Marketing, Advertising, Hospitality, Banquets, Catering, Food, Hospitality Management, Public Relations, Time Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Bachelor's Degree, International Business
Universidad de Sevilla 2005 — 2005
Study Abroad, International Business
Souhegan High School 1998 — 2002
The Central Restaurant & Bar April 2014 - Present
Wentworth by the Sea Country Club April 2011 - April 2014
Wentworth by the Sea Country Club March 2007 - April 2011
Portsmouth Brewery April 2006 - April 2007
Ameriprise Financial 2005 - 2005
Skills
Event Planning, Social Media, Customer Service, Event Management, Social Media Marketing, Sales, Operations Management, Marketing, Advertising, Hospitality, Banquets, Catering, Food, Hospitality Management, Public Relations, Time Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Bachelor's Degree, International Business
Universidad de Sevilla 2005 — 2005
Study Abroad, International Business
Souhegan High School 1998 — 2002
Martha Straus's Ameriprise Financial Experience 2006 - 2010
Job Program Director Experience Camps California at Experience Camps
Industry Architecture & Planning
Experience
Straus Associates 1993 - Present
Experience Camps 2014 - Present
Circle Camps for Grieving Children 2013 - 2014
Circle Camps for Grieving Children 2002 - 2014
Circle of Tapawingo 2002 - 2014
Ameriprise Financial 2006 - 2010
Elk Creeks Watershed Association 1995 - 2010
Education
Cornell University 1981 — 1985
Master's degree, Landscape Architecture
Tufts University 1972 — 1976
BS, Biology
Straus Associates 1993 - Present
Experience Camps 2014 - Present
Circle Camps for Grieving Children 2013 - 2014
Circle Camps for Grieving Children 2002 - 2014
Circle of Tapawingo 2002 - 2014
Ameriprise Financial 2006 - 2010
Elk Creeks Watershed Association 1995 - 2010
Education
Cornell University 1981 — 1985
Master's degree, Landscape Architecture
Tufts University 1972 — 1976
BS, Biology
Drew Cothran's Ameriprise Financial Experience September 2003 - October 2006
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse December 2013 - Present
Credit Suisse December 2010 - December 2013
Credit Suisse August 2008 - December 2010
Credit Suisse October 2006 - September 2008
Ameriprise Financial September 2003 - October 2006
RBC Centura August 2002 - August 2003
Skills
Banking, Financial Analysis, Fixed Income, Financial Modeling, Accounting, Finance, Risk Management, Strategic Planning, Project Management, Investment Banking, Equities, Credit Derivatives, Month End Close, Portfolio Management, Capital Markets, Financial Services, Investments, Leadership, Process Improvement, Derivatives, Financial Risk, Management, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 2000 — 2002
Bachelor of Arts (B.A.), Political Science
Towson University 1998 — 2000
Credit Suisse December 2013 - Present
Credit Suisse December 2010 - December 2013
Credit Suisse August 2008 - December 2010
Credit Suisse October 2006 - September 2008
Ameriprise Financial September 2003 - October 2006
RBC Centura August 2002 - August 2003
Skills
Banking, Financial Analysis, Fixed Income, Financial Modeling, Accounting, Finance, Risk Management, Strategic Planning, Project Management, Investment Banking, Equities, Credit Derivatives, Month End Close, Portfolio Management, Capital Markets, Financial Services, Investments, Leadership, Process Improvement, Derivatives, Financial Risk, Management, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 2000 — 2002
Bachelor of Arts (B.A.), Political Science
Towson University 1998 — 2000
Melonie Mulligan's Ameriprise Financial Experience 2004 - Present
Job Securities Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2004 - Present
Skills
Bonds, Securities, Bloomberg, Series 7, Mutual Funds, Capital Markets, Fixed Income, Strategic Financial..., Insurance, Investments, Financial Analysis, Access, Asset Management, Business Analysis, Asset Allocation, Hedge Funds
Education
University of Minnesota-Twin Cities 1994 — 1996
MBS, Finance/Accounting
The University of South Dakota 1990 — 1994
BSBA, Business Administration - Finance
Ameriprise Financial 2004 - Present
Skills
Bonds, Securities, Bloomberg, Series 7, Mutual Funds, Capital Markets, Fixed Income, Strategic Financial..., Insurance, Investments, Financial Analysis, Access, Asset Management, Business Analysis, Asset Allocation, Hedge Funds
Education
University of Minnesota-Twin Cities 1994 — 1996
MBS, Finance/Accounting
The University of South Dakota 1990 — 1994
BSBA, Business Administration - Finance
Chuck Hoerl's Ameriprise Financial Experience July 2005 - August 2007
Job Retired from Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Ameriprise August 2007 - April 2012
Ameriprise Financial July 2005 - August 2007
American Express F September 1995 - July 2005
IDS Financial Advisors August 1991 - September 1995
US Army May 1971 - August 1991
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Financial Advisory, Insurance, Uniform Combined State..., Asset Allocation, Financial Services, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Securities, Small Business, Series 63, Process Improvement
Education
JF Kennedy HS
University of Alaska Fairbanks
Western Michigan University
Business Management
Ameriprise Financial Services, Inc. April 2012 - Present
Ameriprise August 2007 - April 2012
Ameriprise Financial July 2005 - August 2007
American Express F September 1995 - July 2005
IDS Financial Advisors August 1991 - September 1995
US Army May 1971 - August 1991
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Financial Advisory, Insurance, Uniform Combined State..., Asset Allocation, Financial Services, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Securities, Small Business, Series 63, Process Improvement
Education
JF Kennedy HS
University of Alaska Fairbanks
Western Michigan University
Business Management
Corey McDonald's Ameriprise Financial Experience August 2011 - March 2013
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2011 - March 2013
Ameriprise Financial October 2009 - July 2011
MetLife January 2007 - June 2008
Skills
Series 63, Strategic Financial..., Insurance, Financial Analysis, Retirement Planning, Saving for Education, Education Funding, Series 7, Protection..., 401k Rollovers, Life & Health Insurance..., Asset Allocation
Education
Hyles-Anderson College 2011 — 2013
Master, Missions
Thomas College 2002 — 2006
Bacholors, Finance
Ameriprise Financial August 2011 - March 2013
Ameriprise Financial October 2009 - July 2011
MetLife January 2007 - June 2008
Skills
Series 63, Strategic Financial..., Insurance, Financial Analysis, Retirement Planning, Saving for Education, Education Funding, Series 7, Protection..., 401k Rollovers, Life & Health Insurance..., Asset Allocation
Education
Hyles-Anderson College 2011 — 2013
Master, Missions
Thomas College 2002 — 2006
Bacholors, Finance
Marc Kolopsky, CRPC®'s Ameriprise Financial Experience 1995 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1995 - Present
Education
University at Buffalo
PhD, History
Ameriprise Financial 1995 - Present
Education
University at Buffalo
PhD, History
Cheryl Osborne, CFP®'s Ameriprise Financial Experience March 1985 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 1985 - Present
Education
Thomas Jefferson University
Registered Nursing/Registered Nurse
Ameriprise Financial March 1985 - Present
Education
Thomas Jefferson University
Registered Nursing/Registered Nurse
Kevin Grotlisch's Ameriprise Financial Experience July 2010 - October 2012
Job Associate Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation May 2015 - Present
PNC February 2013 - May 2015
Ameriprise Financial July 2010 - October 2012
Skills
Analysis, Equities, Microsoft Office, Microsoft Word, Excel,..., Sales, Social Media, PowerPoint, Financial Analysis, Leadership, Public Speaking, Microsoft Excel, Customer Service, Event Planning, Public Relations
Education
University of Alabama 2005 — 2010
General Business w/ Entrepreneurship Concentration, Marketing, Finance, Management
Regions Financial Corporation May 2015 - Present
PNC February 2013 - May 2015
Ameriprise Financial July 2010 - October 2012
Skills
Analysis, Equities, Microsoft Office, Microsoft Word, Excel,..., Sales, Social Media, PowerPoint, Financial Analysis, Leadership, Public Speaking, Microsoft Excel, Customer Service, Event Planning, Public Relations
Education
University of Alabama 2005 — 2010
General Business w/ Entrepreneurship Concentration, Marketing, Finance, Management
Peter Samuelson's Ameriprise Financial Experience January 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2007 - Present
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Ameriprise Financial January 2007 - Present
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Misty O'Malley's Ameriprise Financial Experience March 2008 - August 2008
Job at
Industry Government Administration
Experience
City of Chattanooga November 2011 - Present
Northwest Georgia Bank March 2009 - November 2011
U.S. Xpress Enterprises, Inc August 2008 - March 2009
Ameriprise Financial March 2008 - August 2008
Skills
Credit Risk, Credit Analysis
Education
The University of Tennessee at Chattanooga 2003 — 2009
Masters of Business Administration, Finance
City of Chattanooga November 2011 - Present
Northwest Georgia Bank March 2009 - November 2011
U.S. Xpress Enterprises, Inc August 2008 - March 2009
Ameriprise Financial March 2008 - August 2008
Skills
Credit Risk, Credit Analysis
Education
The University of Tennessee at Chattanooga 2003 — 2009
Masters of Business Administration, Finance
DeLourdes Hollis's Ameriprise Financial Experience 1990 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial 1990 - 2010
Education
State University of New York at Albany
Bachelor of Arts, English
Ameriprise Financial 1990 - 2010
Education
State University of New York at Albany
Bachelor of Arts, English
Christian Graves's Ameriprise Financial Experience March 2014 - May 2015
Job New Business Team Member Ted Heaton State Farm
Industry Insurance
Experience
Ted H. Heaton, III State Farm Insurance Agency July 2015 - Present
Ameriprise Financial March 2014 - May 2015
McElroy, Sullivan & Miller May 2012 - August 2014
Houston Energy L.P. June 2013 - August 2013
Texas House of Representatives February 2012 - May 2012
City of Georgetown May 2009 - January 2012
Nike March 2008 - August 2008
Skills
Employee Training, Report Writing, Scheduling, Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Quick Grasping, Financial Reporting, Strategic Planning, Social Media, Teaching, Team Leadership, Sales, Marketing, Public Relations
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
The University of Texas at Austin 2011 — 2015
McCombs Business Foundations Certificate, Business, Management, Marketing, and Related Support Services
Ted H. Heaton, III State Farm Insurance Agency July 2015 - Present
Ameriprise Financial March 2014 - May 2015
McElroy, Sullivan & Miller May 2012 - August 2014
Houston Energy L.P. June 2013 - August 2013
Texas House of Representatives February 2012 - May 2012
City of Georgetown May 2009 - January 2012
Nike March 2008 - August 2008
Skills
Employee Training, Report Writing, Scheduling, Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Quick Grasping, Financial Reporting, Strategic Planning, Social Media, Teaching, Team Leadership, Sales, Marketing, Public Relations
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
The University of Texas at Austin 2011 — 2015
McCombs Business Foundations Certificate, Business, Management, Marketing, and Related Support Services
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.