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
Jim Hermes Jim Hermes's Ameriprise Financial Experience June 2000 - February 2005
Job Regional Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners July 2010 - Present
BlueRock Real Estate January 2010 - June 2010
Hines February 2005 - January 2010
Ameriprise Financial June 2000 - February 2005
Skills
Financial Advisory, Sales Process, Series 7, Mutual Funds, Alternative Investments, Asset Managment, Investments, Wealth Management, Securities, Portfolio Management, Fixed Annuities, Finance, Investment Advisory, Retirement, Credit, Fixed Income, FINRA, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Finance, Finance, General
Franklin Square Capital Partners July 2010 - Present
BlueRock Real Estate January 2010 - June 2010
Hines February 2005 - January 2010
Ameriprise Financial June 2000 - February 2005
Skills
Financial Advisory, Sales Process, Series 7, Mutual Funds, Alternative Investments, Asset Managment, Investments, Wealth Management, Securities, Portfolio Management, Fixed Annuities, Finance, Investment Advisory, Retirement, Credit, Fixed Income, FINRA, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Finance, Finance, General
Glenn Doerksen Glenn Doerksen's Ameriprise Financial Experience December 2005 - March 2006
Job Commercial Director Lead at UnitedHealth Group Optum Global Services
Industry Financial Services
Experience
UnitedHealth Group January 2015 - Present
UnitedHealth Group December 2011 - Present
US Bank June 2010 - January 2012
UnitedHealth Group April 2009 - November 2010
United Health Group - IT Enterprise Technolgy Services 2009 - 2010
Visa November 2008 - January 2009
Thrivent Financial October 2006 - August 2008
Wells Fargo April 2006 - September 2006
Ameriprise Financial December 2005 - March 2006
MoneyGram International August 2005 - December 2005
Skills
Agile, Data Warehousing, ITIL, Compliance, Waterfall, Iterative, Risk, Integrations, Application Development, Program Management, Vendor Management, SDLC, PMI, Process Improvement, Software Project..., Agile Methodologies, Business Intelligence, Integration, Business Process..., Software Development, Financial Risk, Unix, Business Analysis, CRM, Data Center, Project Management
Education
University of Manitoba 1986 — 1990
Bachelor of Commerce, Business Administration
UnitedHealth Group January 2015 - Present
UnitedHealth Group December 2011 - Present
US Bank June 2010 - January 2012
UnitedHealth Group April 2009 - November 2010
United Health Group - IT Enterprise Technolgy Services 2009 - 2010
Visa November 2008 - January 2009
Thrivent Financial October 2006 - August 2008
Wells Fargo April 2006 - September 2006
Ameriprise Financial December 2005 - March 2006
MoneyGram International August 2005 - December 2005
Skills
Agile, Data Warehousing, ITIL, Compliance, Waterfall, Iterative, Risk, Integrations, Application Development, Program Management, Vendor Management, SDLC, PMI, Process Improvement, Software Project..., Agile Methodologies, Business Intelligence, Integration, Business Process..., Software Development, Financial Risk, Unix, Business Analysis, CRM, Data Center, Project Management
Education
University of Manitoba 1986 — 1990
Bachelor of Commerce, Business Administration
Gabriel Skipper Gabriel Skipper's Ameriprise Financial Experience October 2014 - Present
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2014 - Present
Fidelity Investments January 2014 - April 2014
Charles Schwab April 2007 - April 2013
The Vanguard Group 2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman) 2002 - 2003
Charles Schwab 2000 - 2001
TD Waterhouse Investor Services 1999 - 2000
TD Waterhouse Investor Services 1998 - 1999
TD Waterhouse Investor Services 1996 - 1998
Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy
Education
University of Nevada-Las Vegas 1990 — 1992
B.S., Business/Hotel Administration
University of Hawaii Maui College 1988 — 1990
General Studies
Ameriprise Financial October 2014 - Present
Fidelity Investments January 2014 - April 2014
Charles Schwab April 2007 - April 2013
The Vanguard Group 2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman) 2002 - 2003
Charles Schwab 2000 - 2001
TD Waterhouse Investor Services 1999 - 2000
TD Waterhouse Investor Services 1998 - 1999
TD Waterhouse Investor Services 1996 - 1998
Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy
Education
University of Nevada-Las Vegas 1990 — 1992
B.S., Business/Hotel Administration
University of Hawaii Maui College 1988 — 1990
General Studies
Ryan Petrosky Ryan Petrosky's Ameriprise Financial Experience October 2009 - March 2010
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - June 2014
Liberty Mutual Insurance July 2012 - January 2014
US Navy February 2010 - July 2012
Busey August 2011 - January 2012
Busey Bank May 2011 - July 2011
Ameriprise Financial October 2009 - March 2010
United States Navy August 2008 - May 2009
United States Navy June 2006 - March 2008
Education
University of Illinois at Urbana-Champaign 2010 — 2012
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S., Finance
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - June 2014
Liberty Mutual Insurance July 2012 - January 2014
US Navy February 2010 - July 2012
Busey August 2011 - January 2012
Busey Bank May 2011 - July 2011
Ameriprise Financial October 2009 - March 2010
United States Navy August 2008 - May 2009
United States Navy June 2006 - March 2008
Education
University of Illinois at Urbana-Champaign 2010 — 2012
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S., Finance
Anthony Psikarakis, CFP Anthony Psikarakis, CFP's Ameriprise Financial Experience April 1999 - Present
Job CERTIFIED FINANCIAL PLANNER at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 1999 - Present
Ameriprise Financial April 1999 - Present
Education
University of Massachusetts Boston 1994 — 1998
Watertown High
Ameriprise Financial April 1999 - Present
Ameriprise Financial April 1999 - Present
Education
University of Massachusetts Boston 1994 — 1998
Watertown High
Brittney Thomas's Ameriprise Financial Experience September 2006 - September 2012
Job Medical Support Assistant
Industry Government Administration
Experience
VA Medical Center December 2012 - Present
Ameriprise Financial September 2006 - September 2012
Greatimes Fun Park January 2004 - January 2006
Skills
Office Administration, Financial Services, Microsoft Excel, Microsoft Word, QuickBooks, Outlook, Lotus Notes
Education
University of Indianapolis 2003 — 2004
Beech Grove High School 1999 — 2003
Diploma
VA Medical Center December 2012 - Present
Ameriprise Financial September 2006 - September 2012
Greatimes Fun Park January 2004 - January 2006
Skills
Office Administration, Financial Services, Microsoft Excel, Microsoft Word, QuickBooks, Outlook, Lotus Notes
Education
University of Indianapolis 2003 — 2004
Beech Grove High School 1999 — 2003
Diploma
Ben Armistead Ben Armistead's Ameriprise Financial Experience April 2006 - October 2006
Job Legal Editor at Daily Journal Corp
Industry Newspapers
Experience
Daily Journal Corp March 2012 - Present
Minnesota Journal of Law, Science & Technology August 2010 - May 2011
Minnesota Department of Human Rights May 2010 - August 2010
Minnesota Journal of Law, Science & Technology August 2009 - August 2010
Fourth Judicial District of Minnesota May 2009 - August 2009
ABC Compounding Co., Inc. November 2006 - August 2008
Ameriprise Financial April 2006 - October 2006
Skills
Editing, Legal Writing, AP Style, Newspapers, Legal Research, Westlaw, Legal Assistance, Social Media, Copy Editing, Breaking News, PowerPoint, Editorial, Proofreading, Journalism, Analysis, Research, Newsletters, Excel, Word, Legal Services
Education
University of Minnesota Law School 2008 — 2011
Juris Doctor
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics
Daily Journal Corp March 2012 - Present
Minnesota Journal of Law, Science & Technology August 2010 - May 2011
Minnesota Department of Human Rights May 2010 - August 2010
Minnesota Journal of Law, Science & Technology August 2009 - August 2010
Fourth Judicial District of Minnesota May 2009 - August 2009
ABC Compounding Co., Inc. November 2006 - August 2008
Ameriprise Financial April 2006 - October 2006
Skills
Editing, Legal Writing, AP Style, Newspapers, Legal Research, Westlaw, Legal Assistance, Social Media, Copy Editing, Breaking News, PowerPoint, Editorial, Proofreading, Journalism, Analysis, Research, Newsletters, Excel, Word, Legal Services
Education
University of Minnesota Law School 2008 — 2011
Juris Doctor
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics
Karissa Snow Karissa Snow's Ameriprise Financial Experience February 2012 - November 2012
Job Personal Lines Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Safeco Insurance July 2014 - Present
Maui Jim January 2014 - June 2014
Merrill Lynch January 2013 - May 2013
Enterprise Rent-A-Car 2013 - 2013
Ameriprise Financial February 2012 - November 2012
Skills
Financial Modeling, Friendly Personality, Equity Research, Inventory Management, Strategic Communications, Marketing Communications, Leadership, Event Planning, Bloomberg, Community Engagement, Operations Management, Analysis, Data Analysis, Bloomberg Terminal, Financial Analysis
Education
University of Hawaii at Manoa 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Graduating Senior
kentridge
Safeco Insurance July 2014 - Present
Maui Jim January 2014 - June 2014
Merrill Lynch January 2013 - May 2013
Enterprise Rent-A-Car 2013 - 2013
Ameriprise Financial February 2012 - November 2012
Skills
Financial Modeling, Friendly Personality, Equity Research, Inventory Management, Strategic Communications, Marketing Communications, Leadership, Event Planning, Bloomberg, Community Engagement, Operations Management, Analysis, Data Analysis, Bloomberg Terminal, Financial Analysis
Education
University of Hawaii at Manoa 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Graduating Senior
kentridge
Lee Striegel Lee Striegel's Ameriprise Financial Experience September 2010 - February 2013
Job Senior Financial Analyst, FP&A at Calypso Technology
Industry Computer Software
Experience
Calypso Technology June 2014 - Present
CBS Interactive March 2013 - June 2014
Ameriprise Financial September 2010 - February 2013
Global Ethanol October 2006 - June 2010
Skills
Financial Analysis, Financial Modeling, Risk Management, Commodity Markets, Renewable Energy, Financial Services, Process Improvement, Credit Risk, Forecasting, Financial Risk, Strategic Financial..., Finance, Business Planning, Budgets, Accounting, Financial Planning
Education
University of Florida 2002 — 2006
BS, Finance
Calypso Technology June 2014 - Present
CBS Interactive March 2013 - June 2014
Ameriprise Financial September 2010 - February 2013
Global Ethanol October 2006 - June 2010
Skills
Financial Analysis, Financial Modeling, Risk Management, Commodity Markets, Renewable Energy, Financial Services, Process Improvement, Credit Risk, Forecasting, Financial Risk, Strategic Financial..., Finance, Business Planning, Budgets, Accounting, Financial Planning
Education
University of Florida 2002 — 2006
BS, Finance
Joe Scroggins's Ameriprise Financial Experience March 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
Morgan Stanley November 1991 - March 2009
Education
University of Illinois at Urbana-Champaign 1984 — 1989
Bachelor of Science (B.S.), Marketing
EPCHS
Ameriprise Financial March 2009 - Present
Morgan Stanley November 1991 - March 2009
Education
University of Illinois at Urbana-Champaign 1984 — 1989
Bachelor of Science (B.S.), Marketing
EPCHS
Michelle Christens Michelle Christens's Ameriprise Financial Experience January 2005 - May 2007
Job Vice President Commercial Banking at MB Financial Bank
Industry Banking
Experience
MB Financial Bank (formerly Cole Taylor Bank) August 2014 - Present
Cole Taylor Bank August 2008 - August 2014
BMO Capital Markets July 2007 - July 2008
Ameriprise Financial January 2005 - May 2007
Wells Fargo Financial May 2006 - August 2006
Skills
Commercial Banking, Financial Analysis, Underwriting, Banking, Financial Modeling, Credit, Portfolio Management, Credit Analysis, Loans, Commercial Lending, Middle Market, Treasury Management, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
MB Financial Bank (formerly Cole Taylor Bank) August 2014 - Present
Cole Taylor Bank August 2008 - August 2014
BMO Capital Markets July 2007 - July 2008
Ameriprise Financial January 2005 - May 2007
Wells Fargo Financial May 2006 - August 2006
Skills
Commercial Banking, Financial Analysis, Underwriting, Banking, Financial Modeling, Credit, Portfolio Management, Credit Analysis, Loans, Commercial Lending, Middle Market, Treasury Management, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
Amanda Guyre Amanda Guyre's Ameriprise Financial Experience January 2007 - August 2007
Job Supplier Manager at Capital One
Industry Financial Services
Experience
Capital One May 2014 - Present
Capital One March 2012 - May 2014
Henrico Doctors' Hospital June 2009 - August 2011
Genworth Financial January 2008 - February 2009
Ameriprise Financial January 2007 - August 2007
CJW Medical Center August 2004 - December 2006
CJW Medical Center August 2002 - August 2004
Secretary of the Commonwealth of Virginia June 2000 - January 2002
Skills
Event Management, Marketing Communications, Corporate Communications, Internal Communications, Social Media, Media Relations, Public Relations, Marketing Strategy, Direct Mail, Budgeting, Community Relations, Online Marketing, Social Media Marketing, Newsletters, Press Releases, Email Marketing, Market Planning, Marketing, Strategy
Education
University of Mary Washington
BA, Political Science
Capital One May 2014 - Present
Capital One March 2012 - May 2014
Henrico Doctors' Hospital June 2009 - August 2011
Genworth Financial January 2008 - February 2009
Ameriprise Financial January 2007 - August 2007
CJW Medical Center August 2004 - December 2006
CJW Medical Center August 2002 - August 2004
Secretary of the Commonwealth of Virginia June 2000 - January 2002
Skills
Event Management, Marketing Communications, Corporate Communications, Internal Communications, Social Media, Media Relations, Public Relations, Marketing Strategy, Direct Mail, Budgeting, Community Relations, Online Marketing, Social Media Marketing, Newsletters, Press Releases, Email Marketing, Market Planning, Marketing, Strategy
Education
University of Mary Washington
BA, Political Science
Daryl Johnson, CFP Daryl Johnson, CFP's Ameriprise Financial Experience January 1991 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1991 - Present
Education
University of Iowa
Ameriprise Financial January 1991 - Present
Education
University of Iowa
Brian Tarro Brian Tarro's Ameriprise Financial Experience November 2007 - January 2010
Job Financial Advisor at Herbst Financial Advisors, Inc.
Industry Investment Management
Experience
Herbst Financial Advisors, Inc. February 2014 - Present
Fifth Third Securities June 2012 - January 2014
Family-owned / Privately-held October 2010 - May 2012
NACC January 2010 - 2011
Ameriprise Financial November 2007 - January 2010
Sikich 2010 - 2010
UBS Wealth Management April 2006 - June 2007
Perfect Image 1999 - 2006
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Herbst Financial Advisors, Inc. February 2014 - Present
Fifth Third Securities June 2012 - January 2014
Family-owned / Privately-held October 2010 - May 2012
NACC January 2010 - 2011
Ameriprise Financial November 2007 - January 2010
Sikich 2010 - 2010
UBS Wealth Management April 2006 - June 2007
Perfect Image 1999 - 2006
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Robert Heilig's Ameriprise Financial Experience September 2004 - August 2006
Job Business Development Manager at CQ Roll Call
Industry Government Relations
Experience
CQ Roll Call May 2014 - Present
Collect Rx Inc May 2013 - May 2014
Bloomberg Government October 2012 - April 2013
CQ Roll Call Group March 2012 - September 2012
CQ Roll Call Group November 2011 - March 2012
Métier, Ltd. January 2008 - November 2011
Métier, Ltd. August 2006 - December 2007
Ameriprise Financial September 2004 - August 2006
Skills
Salesforce.com, Program Management, Account Management, Strategic Planning, New Business Development, Business Development, Project Management, Lead Generation, Business Analysis, Sales, Solution Selling, Business Intelligence, Business Strategy, Sales Management, Training, Proposal Writing, Management, Marketing, Networking, Sales Operations, SaaS, Negotiation, Leadership, Strategy, CRM, Integration
Education
University of Maryland College Park
BA
CQ Roll Call May 2014 - Present
Collect Rx Inc May 2013 - May 2014
Bloomberg Government October 2012 - April 2013
CQ Roll Call Group March 2012 - September 2012
CQ Roll Call Group November 2011 - March 2012
Métier, Ltd. January 2008 - November 2011
Métier, Ltd. August 2006 - December 2007
Ameriprise Financial September 2004 - August 2006
Skills
Salesforce.com, Program Management, Account Management, Strategic Planning, New Business Development, Business Development, Project Management, Lead Generation, Business Analysis, Sales, Solution Selling, Business Intelligence, Business Strategy, Sales Management, Training, Proposal Writing, Management, Marketing, Networking, Sales Operations, SaaS, Negotiation, Leadership, Strategy, CRM, Integration
Education
University of Maryland College Park
BA
Noah Melamed Noah Melamed's Ameriprise Financial Experience February 2007 - August 2008
Job Manager at Ticket To Ride Auto Sales and Financing
Industry Automotive
Experience
Ticket To Ride Auto Sales and Financing September 2013 - Present
Wells Fargo February 2013 - September 2013
Resource Real Estate September 2008 - February 2013
Ameriprise Financial February 2007 - August 2008
Admiral Automotive Group 2004 - 2005
Skills
Portfolio Management, Strategic Financial..., Investments, Series 7, CRM, Alternative Investments, Real Estate, Limited Partnerships, Retirement Planning, Loans, Financial Services, Asset Management, Securities, Mutual Funds, Wealth Management, Investment Strategies, Investment Advisory, Small Business Lending, Merchant Services, Insurance, Banking, Consumer Lending, Mortgage Lending, Entrepreneurship, Financial Advisory, Series 63, Financial Planning
Education
University of East Anglia 2004 — 2005
MA, Chinese Economic Development and Foreign Investment
Washington College 2000 — 2004
BA, International Studies
LCDS 1995 — 2000
Ticket To Ride Auto Sales and Financing September 2013 - Present
Wells Fargo February 2013 - September 2013
Resource Real Estate September 2008 - February 2013
Ameriprise Financial February 2007 - August 2008
Admiral Automotive Group 2004 - 2005
Skills
Portfolio Management, Strategic Financial..., Investments, Series 7, CRM, Alternative Investments, Real Estate, Limited Partnerships, Retirement Planning, Loans, Financial Services, Asset Management, Securities, Mutual Funds, Wealth Management, Investment Strategies, Investment Advisory, Small Business Lending, Merchant Services, Insurance, Banking, Consumer Lending, Mortgage Lending, Entrepreneurship, Financial Advisory, Series 63, Financial Planning
Education
University of East Anglia 2004 — 2005
MA, Chinese Economic Development and Foreign Investment
Washington College 2000 — 2004
BA, International Studies
LCDS 1995 — 2000
Randy M. Herr, CFP® Randy M. Herr, CFP®'s Ameriprise Financial Experience November 2000 - July 2004
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. July 2004 - March 2014
Ameriprise Financial November 2000 - July 2004
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. July 2004 - March 2014
Ameriprise Financial November 2000 - July 2004
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
Bachelor of Science, Business Administration
Kelly Boyle Kelly Boyle's Ameriprise Financial Experience July 2005 - November 2009
Job Financial Advisor | Senior Vice President, Boyle, Torres and Associates, at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Women Referring Women January 2007 - Present
Burie and Associates, a private wealth practice of Ameriprise Financial Services, Inc. June 2011 - February 2012
Burie, D'Augelli and Associates, a Private Wealth Advisory Practice of Ameriprise Financial November 2009 - June 2011
Ameriprise Financial July 2005 - November 2009
Florida Museum of Natural History November 2004 - December 2005
NK Productions, Inc. August 2004 - December 2005
KellyPaintings.com June 2002 - June 2005
Nightlife Authority, Inc. February 2003 - July 2004
Education
University of Florida - Warrington College of Business Administration
BSBA, Finance
Ameriprise Financial Services, Inc. February 2012 - Present
Women Referring Women January 2007 - Present
Burie and Associates, a private wealth practice of Ameriprise Financial Services, Inc. June 2011 - February 2012
Burie, D'Augelli and Associates, a Private Wealth Advisory Practice of Ameriprise Financial November 2009 - June 2011
Ameriprise Financial July 2005 - November 2009
Florida Museum of Natural History November 2004 - December 2005
NK Productions, Inc. August 2004 - December 2005
KellyPaintings.com June 2002 - June 2005
Nightlife Authority, Inc. February 2003 - July 2004
Education
University of Florida - Warrington College of Business Administration
BSBA, Finance
Ashley Soileau's Ameriprise Financial Experience January 2006 - January 2007
Job Project Coordinator at Advecor Inc
Industry Marketing and Advertising
Experience
Aspen Marketing May 2012 - Present
Adecco Technical February 2010 - May 2012
Northwestern Mutual June 2008 - October 2009
Northwestern Mutual June 2008 - August 2008
Ameriprise Financial January 2006 - January 2007
Skills
MS Office Suite, Typing, Phone Etiquette, Outlook, Scheduling, Excel, Employee Relations, Internet, Social Media, Social Networking, Operations, Organizing, PowerPoint, Customer Service, Teamwork, Word, Windows, Fax, Filing, Professional..., Access, Background Checks, New Hire Orientation, Hiring, Payroll
Education
University of Louisiana at Lafayette 2004 — 2008
Bachelors Degree, Marketing
Aspen Marketing May 2012 - Present
Adecco Technical February 2010 - May 2012
Northwestern Mutual June 2008 - October 2009
Northwestern Mutual June 2008 - August 2008
Ameriprise Financial January 2006 - January 2007
Skills
MS Office Suite, Typing, Phone Etiquette, Outlook, Scheduling, Excel, Employee Relations, Internet, Social Media, Social Networking, Operations, Organizing, PowerPoint, Customer Service, Teamwork, Word, Windows, Fax, Filing, Professional..., Access, Background Checks, New Hire Orientation, Hiring, Payroll
Education
University of Louisiana at Lafayette 2004 — 2008
Bachelors Degree, Marketing
Elizabeth Sobiech Elizabeth Sobiech's Ameriprise Financial Experience March 2006 - August 2007
Job VP Director Internal Audit at Marquette Financial
Industry Banking
Experience
Marquette Financial August 2007 - August 2015
Ameriprise Financial March 2006 - August 2007
RSM McGladrey 1999 - 2006
Bremer Bank May 1990 - June 1999
Skills
Internal Audit, Banking, Enterprise Risk..., Internal Controls, Financial Analysis, Risk Management, Credit, Management Consulting, Auditing, Finance, Loan Servicing, FDICIA, Certified Internal..., Bank Operations
Education
University of Iowa 1983 — 1987
BBA, Finance
University of Iowa 1983 — 1987
BBA in Finance
Marquette Financial August 2007 - August 2015
Ameriprise Financial March 2006 - August 2007
RSM McGladrey 1999 - 2006
Bremer Bank May 1990 - June 1999
Skills
Internal Audit, Banking, Enterprise Risk..., Internal Controls, Financial Analysis, Risk Management, Credit, Management Consulting, Auditing, Finance, Loan Servicing, FDICIA, Certified Internal..., Bank Operations
Education
University of Iowa 1983 — 1987
BBA, Finance
University of Iowa 1983 — 1987
BBA in Finance
Laura Dinan Haber, CC, ALB Laura Dinan Haber, CC, ALB's Ameriprise Financial Experience June 2007 - March 2009
Job Director of Investor Events
Industry Civic & Social Organization
Experience
MetroHartford Alliance February 2013 - Present
Connecticut Invention Convention, Inc. January 2011 - January 2015
Toastmasters International July 2013 - December 2013
Toastmasters International July 2012 - July 2013
Northeast Utilities, CL&P October 2010 - September 2012
Toastmasters International July 2011 - July 2012
Northeast Utilities May 2010 - October 2010
Ameriprise Financial June 2007 - March 2009
Skills
Public Speaking, Event Planning, Logistics, Speech Writing, Community Outreach, Economic Development, Non-profits, Marketing Communications, Public Relations, Event Management, Digital Marketing, Project Management, Leadership, Social Media Marketing, Internal Communications, Training, Advertising, Community Development, Nonprofits, Copywriting, Email Marketing, Social Networking, Marketing, Project Planning, Newsletters, Media Relations, Entrepreneurship, Blogging, Team Building, Social Media, Market Research, Marketing Strategy, Strategy, Research, Fundraising, Strategic Communications, Time Management, Editing, Volunteer Management, Press Releases, Strategic Planning, Leadership Development, Corporate Communications, Facebook, Grant Writing, Organizational..., Program Development, Grants, Program Management, Proposal Writing
Education
University of Hartford 2004 — 2007
BSBA, Business Marketing
MetroHartford Alliance February 2013 - Present
Connecticut Invention Convention, Inc. January 2011 - January 2015
Toastmasters International July 2013 - December 2013
Toastmasters International July 2012 - July 2013
Northeast Utilities, CL&P October 2010 - September 2012
Toastmasters International July 2011 - July 2012
Northeast Utilities May 2010 - October 2010
Ameriprise Financial June 2007 - March 2009
Skills
Public Speaking, Event Planning, Logistics, Speech Writing, Community Outreach, Economic Development, Non-profits, Marketing Communications, Public Relations, Event Management, Digital Marketing, Project Management, Leadership, Social Media Marketing, Internal Communications, Training, Advertising, Community Development, Nonprofits, Copywriting, Email Marketing, Social Networking, Marketing, Project Planning, Newsletters, Media Relations, Entrepreneurship, Blogging, Team Building, Social Media, Market Research, Marketing Strategy, Strategy, Research, Fundraising, Strategic Communications, Time Management, Editing, Volunteer Management, Press Releases, Strategic Planning, Leadership Development, Corporate Communications, Facebook, Grant Writing, Organizational..., Program Development, Grants, Program Management, Proposal Writing
Education
University of Hartford 2004 — 2007
BSBA, Business Marketing
Dominic Mitchell Dominic Mitchell's Ameriprise Financial Experience October 2008 - January 2009
Job Davidson Kempner Analyst
Industry Banking
Experience
Davidson Kempner Capital Management June 2015 - Present
Barclays Investment Bank November 2014 - July 2015
Morgan Stanley January 2013 - August 2014
Morgan Stanley June 2011 - January 2013
Northwestern Mutual Financial Network March 2009 - June 2011
Ameriprise Financial October 2008 - January 2009
Embassy of The Commonwealth of The Bahamas, Beijing June 2006 - August 2006
Skills
Strategic Financial..., Finance, Risk Management, Series 7, Management, Financial Modeling, Financial Analysis, Investments, Mutual Funds, Accounting, Bloomberg, Budgets, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Finance
The Loomis Chaffee School 2000 — 2004
Davidson Kempner Capital Management June 2015 - Present
Barclays Investment Bank November 2014 - July 2015
Morgan Stanley January 2013 - August 2014
Morgan Stanley June 2011 - January 2013
Northwestern Mutual Financial Network March 2009 - June 2011
Ameriprise Financial October 2008 - January 2009
Embassy of The Commonwealth of The Bahamas, Beijing June 2006 - August 2006
Skills
Strategic Financial..., Finance, Risk Management, Series 7, Management, Financial Modeling, Financial Analysis, Investments, Mutual Funds, Accounting, Bloomberg, Budgets, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Finance
The Loomis Chaffee School 2000 — 2004
Scott Dingle's Ameriprise Financial Experience October 2005 - Present
Job Financial Advisor | Insurance Specialist | Business Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial October 2005 - Present
American Express Financial Advisors 2003 - October 2005
Education
University of Kentucky 1997 — 2002
Bachelor of Science, Economics
Olentangy High School 1993 — 1997
Ameriprise Financial October 2005 - Present
American Express Financial Advisors 2003 - October 2005
Education
University of Kentucky 1997 — 2002
Bachelor of Science, Economics
Olentangy High School 1993 — 1997
Danielle Dwyer Danielle Dwyer's Ameriprise Financial Experience March 2009 - December 2009
Job Manager, Franchise Recruitment and Engagement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Ameriprise Financial March 2009 - December 2009
Ameriprise Financial October 2002 - March 2009
AIS Arizona Staffing 2000 - 2002
Corporate Resources 1998 - 2000
Skills
Series 7, Financial Services, Relationship Management, Marketing, Project Management, Strategy, Recruiting, CRM, Retirement Planning, Coaching, Financial Advisory, Leadership, Strategic Financial..., Sales, Business Planning, Management, Training, Strategic Planning, Program Management, Customer Satisfaction, Finance, Salesforce.com, Business Development
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Sociology
Ameriprise Financial Services, Inc. December 2009 - Present
Ameriprise Financial March 2009 - December 2009
Ameriprise Financial October 2002 - March 2009
AIS Arizona Staffing 2000 - 2002
Corporate Resources 1998 - 2000
Skills
Series 7, Financial Services, Relationship Management, Marketing, Project Management, Strategy, Recruiting, CRM, Retirement Planning, Coaching, Financial Advisory, Leadership, Strategic Financial..., Sales, Business Planning, Management, Training, Strategic Planning, Program Management, Customer Satisfaction, Finance, Salesforce.com, Business Development
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Sociology
Gerry Flynn, CRPC's Ameriprise Financial Experience October 1991 - Present
Job Chartered Retirement Planning Counselor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Flynn, Crough & Associates November 2011 - Present
Ameriprise Financial October 1991 - Present
Education
University of Georgia - Terry College of Business 1968 — 1971
BBA, Business Management
Young Harris College 1966 — 1968
Associates, Business
Ameriprise Financial Services, Inc. Flynn, Crough & Associates November 2011 - Present
Ameriprise Financial October 1991 - Present
Education
University of Georgia - Terry College of Business 1968 — 1971
BBA, Business Management
Young Harris College 1966 — 1968
Associates, Business
Chuck Kalb Chuck Kalb's Ameriprise Financial Experience 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1997 - Present
Procter & Gamble 1983 - 1997
Education
University of Florida 1980 — 1983
B.S., Chemical Engineering
Ameriprise Financial 1997 - Present
Procter & Gamble 1983 - 1997
Education
University of Florida 1980 — 1983
B.S., Chemical Engineering
Andrew Degges, CRPC® Andrew Degges, CRPC®'s Ameriprise Financial Experience August 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial August 2006 - Present
Ameriprise Financial May 2008 - February 2009
Ameriprise Financial 2006 - 2009
Education
University of Maryland Baltimore County 2002 — 2006
Bachelors, Economics and Technology Administration
Ameriprise Financial August 2006 - Present
Ameriprise Financial May 2008 - February 2009
Ameriprise Financial 2006 - 2009
Education
University of Maryland Baltimore County 2002 — 2006
Bachelors, Economics and Technology Administration
Delores Martini's Ameriprise Financial Experience May 2013 - Present
Job Financial Advisor with the practice of Terry Dworaczyk
Industry Financial Services
Experience
Ameriprise Financial May 2013 - Present
Morgan Stanley May 1986 - May 2006
Education
Bishop Conwell
High School, diploma
University of La Verne
BA, Finance
Ameriprise Financial May 2013 - Present
Morgan Stanley May 1986 - May 2006
Education
Bishop Conwell
High School, diploma
University of La Verne
BA, Finance
Martin Koosed, CFP's Ameriprise Financial Experience May 1991 - December 1997
Job Experienced Certified Financial Planner
Industry Financial Services
Experience
Summit Financial Consultants, Inc. December 1997 - Present
Ameriprise Financial May 1991 - December 1997
Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Budgeting, Insurance, Portfolio Management, Asset Management, Finance, Securities, Financial Advisory, Retirement, Wealth Management
Education
University of Illinois at Urbana-Champaign 1978 — 1980
Master of Arts (M.A.), Russian Language and Literature
Summit Financial Consultants, Inc. December 1997 - Present
Ameriprise Financial May 1991 - December 1997
Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Budgeting, Insurance, Portfolio Management, Asset Management, Finance, Securities, Financial Advisory, Retirement, Wealth Management
Education
University of Illinois at Urbana-Champaign 1978 — 1980
Master of Arts (M.A.), Russian Language and Literature
Viviana Vargas Viviana Vargas's Ameriprise Financial Experience 2008 - 2009
Job Team Developer & Recruiter, Entrepreneur
Industry Health, Wellness and Fitness
Experience
University of Houston - Wolff Center for Entrepreneurship January 2011 - December 2012
Pilates on Pinecroft March 2011 - May 2012
KenJones Partners January 2010 - January 2011
ABACO International, Global Executive Search March 2009 - January 2010
Ameriprise Financial 2008 - 2009
Vivid Events 1997 - 2008
KenJones Partners March 2004 - August 2007
Ashford.com June 1999 - January 2001
Synergy Development January 1998 - June 1999
Skills
Coaching, Strategic Planning, Customer Relations, Contract Negotiation, Public Speaking, Marketing Strategy, Marketing Management, Social Networking, Social Entrepreneurship, Social Marketing, Customer Service, Lead Generation, Entrepreneurship, Project Management, Leadership, Marketing, Recruiting, Training, Social Media Marketing, Staff Development, Business Planning, Strategy, Business Development, Small Business, Business Strategy, Leadership Development, Management, Networking, Team Building, Start-ups, Event Management, Fundraising, Social Media, Sales
Education
University of Houston, C.T. Bauer College of Business 1993 — 1997
Bachelor's, Marketing/Entrepreneurship
Stott Pilates
Instensive Reformer Certification
Michael King Pilates
Pilates Matwork Certification
University of Houston - Wolff Center for Entrepreneurship January 2011 - December 2012
Pilates on Pinecroft March 2011 - May 2012
KenJones Partners January 2010 - January 2011
ABACO International, Global Executive Search March 2009 - January 2010
Ameriprise Financial 2008 - 2009
Vivid Events 1997 - 2008
KenJones Partners March 2004 - August 2007
Ashford.com June 1999 - January 2001
Synergy Development January 1998 - June 1999
Skills
Coaching, Strategic Planning, Customer Relations, Contract Negotiation, Public Speaking, Marketing Strategy, Marketing Management, Social Networking, Social Entrepreneurship, Social Marketing, Customer Service, Lead Generation, Entrepreneurship, Project Management, Leadership, Marketing, Recruiting, Training, Social Media Marketing, Staff Development, Business Planning, Strategy, Business Development, Small Business, Business Strategy, Leadership Development, Management, Networking, Team Building, Start-ups, Event Management, Fundraising, Social Media, Sales
Education
University of Houston, C.T. Bauer College of Business 1993 — 1997
Bachelor's, Marketing/Entrepreneurship
Stott Pilates
Instensive Reformer Certification
Michael King Pilates
Pilates Matwork Certification
Jaiganesh Rajamanickam, TOGAF, CBIP,CDMP Jaiganesh Rajamanickam, TOGAF, CBIP,CDMP's Ameriprise Financial Experience January 2005 - June 2007
Job Vice President Lead Data Architect and Solution Consultant Enterprise Credit Risk Technology at Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2012 - Present
Ernst & Young January 2011 - April 2012
Infosys Technologies Ltd October 2010 - January 2011
Bank of America October 2008 - January 2011
Infosys Technologies Ltd February 2007 - October 2010
Fidelity Investments July 2008 - September 2008
Citco July 2007 - July 2008
Ameriprise Financial January 2005 - June 2007
Infosys Technologies Ltd August 2006 - February 2007
Infosys Technologies Ltd March 2004 - August 2006
Skills
Data Warehousing, Data Modeling, Data Integration, Data Governance, Metadata Modeling, SOA, Teradata, ETL Tools, Pacbase, COBOL, Erwin 3.5, Enterprise Architecture, Project Management, Strategic Planning, Roadmap, Project Planning, Test Planning, SDLC, Information Architecture, Domain Modeling, Erwin 3.5 - 8.0, Sybase power designer, Data Quality, Talend Open Studio, Splunk, DAG Metacenter, Microsoft SQL Server, Netezza, Hadoop, Hive, Pig, Autosys, Maestro, Shell Scripting, Perl, z/OS, Unix, Tibco spot fire, Visio, Python, HDF5, NumPy, Architecture, DB2, Architectures, Data Warehouse..., Informatica, ETL, Pre-sales, Erwin
Education
University of Madras 1996 — 2000
Bachelor of Engineering, Instrumentation and Control Engineering
SBOA Matriculation and Higher Secondary School 1994 — 1996
Higher Secondary /12th, Maths, Biology
SBOA School and Junior College 1992 — 1994
High School /10th, General Studies
Bank of America April 2012 - Present
Ernst & Young January 2011 - April 2012
Infosys Technologies Ltd October 2010 - January 2011
Bank of America October 2008 - January 2011
Infosys Technologies Ltd February 2007 - October 2010
Fidelity Investments July 2008 - September 2008
Citco July 2007 - July 2008
Ameriprise Financial January 2005 - June 2007
Infosys Technologies Ltd August 2006 - February 2007
Infosys Technologies Ltd March 2004 - August 2006
Skills
Data Warehousing, Data Modeling, Data Integration, Data Governance, Metadata Modeling, SOA, Teradata, ETL Tools, Pacbase, COBOL, Erwin 3.5, Enterprise Architecture, Project Management, Strategic Planning, Roadmap, Project Planning, Test Planning, SDLC, Information Architecture, Domain Modeling, Erwin 3.5 - 8.0, Sybase power designer, Data Quality, Talend Open Studio, Splunk, DAG Metacenter, Microsoft SQL Server, Netezza, Hadoop, Hive, Pig, Autosys, Maestro, Shell Scripting, Perl, z/OS, Unix, Tibco spot fire, Visio, Python, HDF5, NumPy, Architecture, DB2, Architectures, Data Warehouse..., Informatica, ETL, Pre-sales, Erwin
Education
University of Madras 1996 — 2000
Bachelor of Engineering, Instrumentation and Control Engineering
SBOA Matriculation and Higher Secondary School 1994 — 1996
Higher Secondary /12th, Maths, Biology
SBOA School and Junior College 1992 — 1994
High School /10th, General Studies
Joel Kenty, CFP®, CLU®, ChFC®, CMFC®, CRPC® Joel Kenty, CFP®, CLU®, ChFC®, CMFC®, CRPC®'s Ameriprise Financial Experience January 2009 - Present
Job Private Wealth Advisor, Business Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial January 2009 - Present
Ameriprise Financial 1994 - 2009
Education
University of Houston 1987 — 1989
BA, Hotel and Restaurant Management
Lasalle Secondary School
Ameriprise Financial January 2009 - Present
Ameriprise Financial 1994 - 2009
Education
University of Houston 1987 — 1989
BA, Hotel and Restaurant Management
Lasalle Secondary School
Gerald (Jerry) Filler Gerald (Jerry) Filler's Ameriprise Financial Experience September 2010 - Present
Job SVP, Technology Infrastructure at Ameriprise Financial
Industry Insurance
Experience
Ameriprise Financial September 2010 - Present
Medica January 2009 - September 2010
e360° IT Consulting LLC April 2008 - January 2009
GMAC Insurance January 2001 - April 2008
Progressive Insurance 1988 - 2001
General Electric 1986 - 1988
Newport News Shipbuilding September 1978 - August 1986
Skills
Strategy, Strategic Planning, Vendor Management, Leadership, IT Strategy, Business Development, SDLC, Management, Enterprise Architecture, Insurance, Business Analysis, Data Center, Strategic Partnerships, Business Strategy, Business Intelligence, Project Management, Mergers & Acquisitions, Executive Management, Organizational..., Business Process, PMO, Consulting, Software Development, ITIL, Process Improvement, Business Process..., Outsourcing, Network Infrastructure..., Program Management, Information Technology, Quality Assurance, Data Mining, Information Management
Education
University of Florida - Warrington College of Business Administration 1975 — 1978
BS/BA
Ameriprise Financial September 2010 - Present
Medica January 2009 - September 2010
e360° IT Consulting LLC April 2008 - January 2009
GMAC Insurance January 2001 - April 2008
Progressive Insurance 1988 - 2001
General Electric 1986 - 1988
Newport News Shipbuilding September 1978 - August 1986
Skills
Strategy, Strategic Planning, Vendor Management, Leadership, IT Strategy, Business Development, SDLC, Management, Enterprise Architecture, Insurance, Business Analysis, Data Center, Strategic Partnerships, Business Strategy, Business Intelligence, Project Management, Mergers & Acquisitions, Executive Management, Organizational..., Business Process, PMO, Consulting, Software Development, ITIL, Process Improvement, Business Process..., Outsourcing, Network Infrastructure..., Program Management, Information Technology, Quality Assurance, Data Mining, Information Management
Education
University of Florida - Warrington College of Business Administration 1975 — 1978
BS/BA
Brenda Massman Ward Brenda Massman Ward's Ameriprise Financial Experience August 2011 - Present
Job Magazine Editor & Publisher at Adams Publishing Group
Industry Publishing
Experience
Adams Publishing Group May 2010 - Present
Ameriprise Financial August 2011 - Present
Huckle Media May 2007 - October 2012
Skills
Blogging, Newspaper, Editing, Content Development, Social Media, Ap Style, Event Planning, Marketing, Writing, Newspapers, AP Style, Journalism, Magazines, Newsletters, Copy Editing, Copywriting, Web Content, Press Releases, Books, Proofreading, Feature Articles
Education
University of Illinois Springfield
Bachelor's Degree, English Literature
Western Washington University
English Literature
Adams Publishing Group May 2010 - Present
Ameriprise Financial August 2011 - Present
Huckle Media May 2007 - October 2012
Skills
Blogging, Newspaper, Editing, Content Development, Social Media, Ap Style, Event Planning, Marketing, Writing, Newspapers, AP Style, Journalism, Magazines, Newsletters, Copy Editing, Copywriting, Web Content, Press Releases, Books, Proofreading, Feature Articles
Education
University of Illinois Springfield
Bachelor's Degree, English Literature
Western Washington University
English Literature
Tracey Johnson's Ameriprise Financial Experience 1996 - 2006
Job Director, Workforce Management & Capacity Planning at The Hartford
Industry Financial Services
Experience
The Hartford 2015 - Present
Cognosante 2014 - 2015
UnitedHealth Group 2009 - 2014
Thomson Reuters 2008 - 2009
Wells Fargo 2006 - 2008
Ameriprise Financial 1996 - 2006
Prudential Insurance 1992 - 1995
Skills
Call Center, Change Management, Customer Service, Strategic Planning, Workforce Planning, Strategic Financial..., Six Sigma, PowerPoint, Microsoft Excel, Key Performance..., IEX Total View, Aspect ACD, FINRA, Communication Skills, Benefit Cost Analysis, Call Center Development, Call Centers, Program Management, Vendor Management, Management, Cross-functional Team..., Financial Services, Contact Centers, Analytics, Process Improvement, Business Process..., Outsourcing, Customer Experience, Operations Management, Insurance, Business Analysis, Forecasting, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science, Finance
Bloom Trail
The Hartford 2015 - Present
Cognosante 2014 - 2015
UnitedHealth Group 2009 - 2014
Thomson Reuters 2008 - 2009
Wells Fargo 2006 - 2008
Ameriprise Financial 1996 - 2006
Prudential Insurance 1992 - 1995
Skills
Call Center, Change Management, Customer Service, Strategic Planning, Workforce Planning, Strategic Financial..., Six Sigma, PowerPoint, Microsoft Excel, Key Performance..., IEX Total View, Aspect ACD, FINRA, Communication Skills, Benefit Cost Analysis, Call Center Development, Call Centers, Program Management, Vendor Management, Management, Cross-functional Team..., Financial Services, Contact Centers, Analytics, Process Improvement, Business Process..., Outsourcing, Customer Experience, Operations Management, Insurance, Business Analysis, Forecasting, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science, Finance
Bloom Trail
Sarah Nordquist's Ameriprise Financial Experience January 2011 - December 2012
Job Regional Wholesaler at Voya Financial
Industry Financial Services
Experience
Voya Financial December 2012 - Present
Ameriprise Financial January 2011 - December 2012
Ameriprise Financial July 2009 - January 2011
University of Iowa Community Credit Union May 2007 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA
Voya Financial December 2012 - Present
Ameriprise Financial January 2011 - December 2012
Ameriprise Financial July 2009 - January 2011
University of Iowa Community Credit Union May 2007 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA
Brian Wilborn, CFP®'s Ameriprise Financial Experience January 2004 - December 2010
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
Owensboro Chamber Young Professionals January 2010 - December 2010
Ameriprise Financial January 2004 - December 2010
Education
University of Illinois at Urbana-Champaign 2002 — 2004
BS, International Resource and Consumer Economics
Southeaster Illinois College 2000 — 2002
Associates of Science, Finance
Ameriprise Financial Services, Inc. January 2009 - Present
Owensboro Chamber Young Professionals January 2010 - December 2010
Ameriprise Financial January 2004 - December 2010
Education
University of Illinois at Urbana-Champaign 2002 — 2004
BS, International Resource and Consumer Economics
Southeaster Illinois College 2000 — 2002
Associates of Science, Finance
Mitchell Carr Mitchell Carr's Ameriprise Financial Experience February 2007 - January 2011
Job VP Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - August 2013
Ameriprise Financial February 2007 - January 2011
Merrill Lynch 2005 - 2007
Invesmart 2002 - 2004
The Sheakley Group of Companies 1996 - 2003
Education
University of Maine 1990 — 1994
BS, Business Management
LPL Financial August 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - August 2013
Ameriprise Financial February 2007 - January 2011
Merrill Lynch 2005 - 2007
Invesmart 2002 - 2004
The Sheakley Group of Companies 1996 - 2003
Education
University of Maine 1990 — 1994
BS, Business Management
Jeffrey Boichat's Ameriprise Financial Experience June 2008 - September 2009
Job Corporate Account Manager at Schneider Electric
Industry Information Technology and Services
Experience
APC-MGE October 2009 - Present
Ameriprise Financial June 2008 - September 2009
Ameriprise Financial Services, Inc. 2008 - August 2009
Citizens Bank 2005 - 2008
Skills
Insurance, Banking, Financial Planning, Series 7, Customer Service, Retirement Planning, Investments, Series 66, Mutual Funds
Education
University of Hartford 2001 — 2005
Business, Finance
APC-MGE October 2009 - Present
Ameriprise Financial June 2008 - September 2009
Ameriprise Financial Services, Inc. 2008 - August 2009
Citizens Bank 2005 - 2008
Skills
Insurance, Banking, Financial Planning, Series 7, Customer Service, Retirement Planning, Investments, Series 66, Mutual Funds
Education
University of Hartford 2001 — 2005
Business, Finance
Stefanie Stannard, JD's Ameriprise Financial Experience May 1999 - November 2005
Job US Head of Sales Quality RBWM
Industry Financial Services
Experience
Plus One Health Management Inc January 2015 - Present
HSBC Securities September 2013 - Present
NYKAYAK May 2013 - Present
One Life Fitness October 2011 - Present
Sun Cycle Studios October 2013 - April 2014
Financial Industry Regulatory Authority December 2012 - September 2013
J.P. Morgan Securities, LLC April 2007 - April 2012
H&R Block Financial Advisors November 2005 - April 2007
Ameriprise Financial May 1999 - November 2005
Skills
Equity Derivatives, Alternative Dispute..., Legal Writing, Derivatives, Securities, FINRA, Due Diligence, Financial Services, Trading, Fixed Income, Hedge Funds, Equities, AML, Series 7, Options, Securities Regulation, Risk Management, Series 63, Capital Markets, Legal Compliance, Relationship Management, Mediation, Finance, Mutual Funds, Financial Markets, Asset Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Bloomberg, Financial Risk, Investment Advisory, Investments, Portfolio Management, Investment Banking
Education
Series 4,7,9,10,24,63 and 65
University of Detroit Mercy School of Law
Juris Doctorate, Law
Western Michigan University
BBA, Finance
Plus One Health Management Inc January 2015 - Present
HSBC Securities September 2013 - Present
NYKAYAK May 2013 - Present
One Life Fitness October 2011 - Present
Sun Cycle Studios October 2013 - April 2014
Financial Industry Regulatory Authority December 2012 - September 2013
J.P. Morgan Securities, LLC April 2007 - April 2012
H&R Block Financial Advisors November 2005 - April 2007
Ameriprise Financial May 1999 - November 2005
Skills
Equity Derivatives, Alternative Dispute..., Legal Writing, Derivatives, Securities, FINRA, Due Diligence, Financial Services, Trading, Fixed Income, Hedge Funds, Equities, AML, Series 7, Options, Securities Regulation, Risk Management, Series 63, Capital Markets, Legal Compliance, Relationship Management, Mediation, Finance, Mutual Funds, Financial Markets, Asset Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Bloomberg, Financial Risk, Investment Advisory, Investments, Portfolio Management, Investment Banking
Education
Series 4,7,9,10,24,63 and 65
University of Detroit Mercy School of Law
Juris Doctorate, Law
Western Michigan University
BBA, Finance
Claudia Marban Claudia Marban's Ameriprise Financial Experience May 2000 - Present
Job ChFC, CRPC, CLU,CASL Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Skills
Community Service, Risk Management, Education Planning, Strategic Planning, Analytical, Leadership, Ability to listen, Client relationships, Ethical Character
Education
University of Iowa 1995 — 1999
BBA, BA, Finance, Spanish, International Business
Ameriprise Financial May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Skills
Community Service, Risk Management, Education Planning, Strategic Planning, Analytical, Leadership, Ability to listen, Client relationships, Ethical Character
Education
University of Iowa 1995 — 1999
BBA, BA, Finance, Spanish, International Business
Bruce Kentfield, CFP®'s Ameriprise Financial Experience April 1990 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial April 1990 - Present
American Family Insurance March 1985 - March 1990
JC Penney May 1973 - February 1985
Skills
Retirement Planning, Strategic Financial..., Insurance, Management, Finance, Strategic Planning, Estate Planning, Retail, Retirement, Series 7, Wealth Management, Mutual Funds, Project Planning, Asset Allocation, Investments
Education
Certified Financial Planner certificant 2000 1997 — 2000
Certified Financial Planner
University of Iowa 1969 — 1973
Bachelor of Science, Mathematics, General Science
Ameriprise Financial April 1990 - Present
American Family Insurance March 1985 - March 1990
JC Penney May 1973 - February 1985
Skills
Retirement Planning, Strategic Financial..., Insurance, Management, Finance, Strategic Planning, Estate Planning, Retail, Retirement, Series 7, Wealth Management, Mutual Funds, Project Planning, Asset Allocation, Investments
Education
Certified Financial Planner certificant 2000 1997 — 2000
Certified Financial Planner
University of Iowa 1969 — 1973
Bachelor of Science, Mathematics, General Science
Steven A. Billings, CFP, EA's Ameriprise Financial Experience January 1985 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1985 - Present
Education
University of Louisiana at Monroe 1974 — 1978
Accounting
Ameriprise Financial January 1985 - Present
Education
University of Louisiana at Monroe 1974 — 1978
Accounting
J.W. Hyndman IV's Ameriprise Financial Experience 2000 - 2006
Job Financial Advisor Integrated Wealth Management/ Integrated College Planning
Industry Financial Services
Experience
The Emperor Real Estate LLC January 2013 - Present
Integrated Wealth Management January 2012 - Present
Integrated College Planning January 2012 - Present
New England Financial 2010 - December 2011
New England Financial/ Wisconsin Group October 2008 - December 2011
Ameriprise Financial 2000 - 2006
Education
University of Kentucky 1997 — 2000
Economics
The Emperor Real Estate LLC January 2013 - Present
Integrated Wealth Management January 2012 - Present
Integrated College Planning January 2012 - Present
New England Financial 2010 - December 2011
New England Financial/ Wisconsin Group October 2008 - December 2011
Ameriprise Financial 2000 - 2006
Education
University of Kentucky 1997 — 2000
Economics
Bob Krebs Bob Krebs's Ameriprise Financial Experience 1997 - 2007
Job Supervisory Principal Analyst at Cetera Financial
Industry Financial Services
Experience
ECHOtrade, LLC September 2010 - September 2012
The Karn Group 2008 - 2010
Ameriprise Financial 1997 - 2007
Chicago Stock Exchange 1985 - 1997
Skills
Operations Management, Leadership Development, Options Strategies, Options, Equity Trading, Fixed Income Trading, ETFs, Financial Services, Hedge Funds, Proprietary Trading, Fixed Income, Wealth Management, Trading Systems, Electronic Trading, Financial Markets, FINRA, Analysis, Securities, Investments, Capital Markets, FX Options, Bloomberg, Commodity
Education
University of Iowa 1977 — 1981
BBA, Securities Analysis
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
BBA, Financial Management Securities Analysis
ECHOtrade, LLC September 2010 - September 2012
The Karn Group 2008 - 2010
Ameriprise Financial 1997 - 2007
Chicago Stock Exchange 1985 - 1997
Skills
Operations Management, Leadership Development, Options Strategies, Options, Equity Trading, Fixed Income Trading, ETFs, Financial Services, Hedge Funds, Proprietary Trading, Fixed Income, Wealth Management, Trading Systems, Electronic Trading, Financial Markets, FINRA, Analysis, Securities, Investments, Capital Markets, FX Options, Bloomberg, Commodity
Education
University of Iowa 1977 — 1981
BBA, Securities Analysis
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
BBA, Financial Management Securities Analysis
Sonny Smith, CFP Sonny Smith, CFP's Ameriprise Financial Experience April 1997 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 1997 - Present
Education
University of Florida 1993 — 1996
Ameriprise Financial April 1997 - Present
Education
University of Florida 1993 — 1996
Jay Humphries Jay Humphries's Ameriprise Financial Experience August 2006 - March 2007
Job Senior Practice Manager, PreSales at Teradata
Industry Management Consulting
Experience
Teradata November 2013 - Present
3M May 2012 - November 2013
Coachman, LLC 2011 - May 2012
Keyot October 2009 - November 2010
Target April 2008 - October 2009
Target July 2007 - April 2008
Ameriprise Financial August 2006 - March 2007
Genesis10 March 2005 - March 2007
3M March 2005 - August 2006
Ceridian March 2004 - March 2005
Skills
Business Architecture, ERP Implementation, IT Strategy, Business Strategy, Business & IT..., Roadmap Creation &..., Maintaining Business..., Cross-group..., Collaboration Tools, Innovative Thinking, Strategic Thinking, Strategy Development, Alignment, Strategic Planning, Business Management, Problem Solving, Engagement, Business Analysis, Business Process, Process Improvement, Business Process..., Project Portfolio..., Management Consulting, Cross-functional Team..., Business Transformation, Enterprise Architecture, Financial, Financial Reporting, Budget Process, Workforce Planning, HR Reporting, SAP HR, Executive Reporting, ERP, Strategy, Business Alignment, Management, Consulting, Team Leadership, Enterprise Software, Vendor Management, Technical Architecture, Analytics, Finance, Business Intelligence, SDLC, Human Resources, Leadership, Change Management, Program Management
Education
University of West Florida 1988 — 1990
BA, Accounting
University of Florida 1985 — 1988
AA, Business Administration
Teradata November 2013 - Present
3M May 2012 - November 2013
Coachman, LLC 2011 - May 2012
Keyot October 2009 - November 2010
Target April 2008 - October 2009
Target July 2007 - April 2008
Ameriprise Financial August 2006 - March 2007
Genesis10 March 2005 - March 2007
3M March 2005 - August 2006
Ceridian March 2004 - March 2005
Skills
Business Architecture, ERP Implementation, IT Strategy, Business Strategy, Business & IT..., Roadmap Creation &..., Maintaining Business..., Cross-group..., Collaboration Tools, Innovative Thinking, Strategic Thinking, Strategy Development, Alignment, Strategic Planning, Business Management, Problem Solving, Engagement, Business Analysis, Business Process, Process Improvement, Business Process..., Project Portfolio..., Management Consulting, Cross-functional Team..., Business Transformation, Enterprise Architecture, Financial, Financial Reporting, Budget Process, Workforce Planning, HR Reporting, SAP HR, Executive Reporting, ERP, Strategy, Business Alignment, Management, Consulting, Team Leadership, Enterprise Software, Vendor Management, Technical Architecture, Analytics, Finance, Business Intelligence, SDLC, Human Resources, Leadership, Change Management, Program Management
Education
University of West Florida 1988 — 1990
BA, Accounting
University of Florida 1985 — 1988
AA, Business Administration
Tony Russell, MBA Tony Russell, MBA's Ameriprise Financial Experience February 2007 - February 2008
Job Day Trader at Diamond Head Trading, LLC.
Industry Capital Markets
Experience
Diamond Head Trading, LLC. May 2011 - Present
HTG Capital Partners, LLC May 2010 - May 2011
CDW February 2008 - June 2009
Ameriprise Financial February 2007 - February 2008
US Army March 2000 - February 2004
Skills
Equities, Portfolio Management, Trading, Economics, Series 7
Education
University of Illinois at Chicago 2006 — 2009
MBA, Finance
University of Illinois at Chicago 2004 — 2007
BA, Psychology
Diamond Head Trading, LLC. May 2011 - Present
HTG Capital Partners, LLC May 2010 - May 2011
CDW February 2008 - June 2009
Ameriprise Financial February 2007 - February 2008
US Army March 2000 - February 2004
Skills
Equities, Portfolio Management, Trading, Economics, Series 7
Education
University of Illinois at Chicago 2006 — 2009
MBA, Finance
University of Illinois at Chicago 2004 — 2007
BA, Psychology
Brian Forrest Brian Forrest's Ameriprise Financial Experience 2002 - 2009
Job Forrest Media, Inc.
Industry Media Production
Experience
committee films July 2014 - Present
Forrest Media, Inc. 2003 - Present
Ameriprise Financial 2002 - 2009
American Express Financial Advisors 1998 - 2005
Skills
Video Production, Video, Video Editing, Producing, Film Production, Film, Documentaries, Editing, Broadcast, New Media, Final Cut Pro, Post Production, Commercials, Television, Videography, Short Films, Directing, Entertainment, Final Cut Studio, Music Videos, Multimedia, Content Strategy, Media Production, HD Video, Camera, Broadcast Television, Feature Films, Web Video, Digital Media, Avid Media Composer, Screenwriting, Storytelling, Creative Direction, Reality, Digital Video
Education
University of Iowa 1994 — 1998
BA, Communications, Media Studies
committee films July 2014 - Present
Forrest Media, Inc. 2003 - Present
Ameriprise Financial 2002 - 2009
American Express Financial Advisors 1998 - 2005
Skills
Video Production, Video, Video Editing, Producing, Film Production, Film, Documentaries, Editing, Broadcast, New Media, Final Cut Pro, Post Production, Commercials, Television, Videography, Short Films, Directing, Entertainment, Final Cut Studio, Music Videos, Multimedia, Content Strategy, Media Production, HD Video, Camera, Broadcast Television, Feature Films, Web Video, Digital Media, Avid Media Composer, Screenwriting, Storytelling, Creative Direction, Reality, Digital Video
Education
University of Iowa 1994 — 1998
BA, Communications, Media Studies
Steve Abbott Steve Abbott's Ameriprise Financial Experience September 2008 - February 2009
Job Technical Project Manager at Wells Fargo
Industry Health, Wellness and Fitness
Experience
Wells Fargo July 2015 - Present
Hallmark Business Connections September 2014 - April 2015
Ameriprise Financial Services, Inc. March 2013 - September 2013
Blue Cross and Blue Shield of Minnesota 2012 - 2013
Accenture May 2012 - August 2012
Express Scripts October 2011 - April 2012
Nuveen Investments March 2011 - June 2011
Ecolab February 2010 - September 2010
Ameriprise Financial September 2008 - February 2009
Ecolab June 2006 - July 2008
Skills
Risk Management, Administration, Program Management, Financial Management, Staff Mentoring, Issues Management, Software Development..., Enterprise Architecture, System Architecture, Security Management, Identity Management, Identity Federation, Project Delivery, Systems Analysis, IT Infrastructure..., Strategic Planning, Project Management, IT Strategy, Creative Problem Solving, System Administration, Integration, Management, Leadership, MS Project, Analysis, SDLC, Project Portfolio..., Management Consulting, Consulting, Testing, Public Relations, Vendor Management, Managerial Finance, Visio, Requirements Analysis, Training, Databases, PMO, Business Process..., Microsoft Project, Process Improvement, Business Analysis, Cross-functional Team...
Education
University of Iowa 1972 — 1976
Music, Business
Wells Fargo July 2015 - Present
Hallmark Business Connections September 2014 - April 2015
Ameriprise Financial Services, Inc. March 2013 - September 2013
Blue Cross and Blue Shield of Minnesota 2012 - 2013
Accenture May 2012 - August 2012
Express Scripts October 2011 - April 2012
Nuveen Investments March 2011 - June 2011
Ecolab February 2010 - September 2010
Ameriprise Financial September 2008 - February 2009
Ecolab June 2006 - July 2008
Skills
Risk Management, Administration, Program Management, Financial Management, Staff Mentoring, Issues Management, Software Development..., Enterprise Architecture, System Architecture, Security Management, Identity Management, Identity Federation, Project Delivery, Systems Analysis, IT Infrastructure..., Strategic Planning, Project Management, IT Strategy, Creative Problem Solving, System Administration, Integration, Management, Leadership, MS Project, Analysis, SDLC, Project Portfolio..., Management Consulting, Consulting, Testing, Public Relations, Vendor Management, Managerial Finance, Visio, Requirements Analysis, Training, Databases, PMO, Business Process..., Microsoft Project, Process Improvement, Business Analysis, Cross-functional Team...
Education
University of Iowa 1972 — 1976
Music, Business
Rajesh Radhakrishnan Rajesh Radhakrishnan's Ameriprise Financial Experience March 2009 - June 2010
Job Release Manager at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group June 2015 - Present
Best Buy 2011 - May 2015
Wipro Technologies June 2010 - May 2015
Ameriprise Financial March 2009 - June 2010
Satyam Computer Services December 2007 - March 2009
IBM India Ltd. March 2004 - November 2007
Accenture Technology Solutions September 2003 - March 2004
Sutherland Technologies July 2002 - September 2003
Skills
Leadership, IT Service Management, ITIL, Release Management, IT governance, Governance, Change Management, PMO, PMO Services, Vendor Management, Project Portfolio..., Outsourcing, Business Process..., Management, Strategic Sourcing, Procurement, Offshoring, Business Process..., Contract Management, Project Management, Contract Negotiation, Supply Management, E-procurement, Sourcing, Cost Management, Business Continuity..., Procure-to-Pay, Process Improvement, Business Analysis, Requirements Analysis, Consulting, Business Process
Education
OGC,UK 2008 — 2008
ITIL V3
University of Madras 1998 — 2002
BE, Elctronics and Communication
Fatima Higher Secondary School
MassMutual Financial Group June 2015 - Present
Best Buy 2011 - May 2015
Wipro Technologies June 2010 - May 2015
Ameriprise Financial March 2009 - June 2010
Satyam Computer Services December 2007 - March 2009
IBM India Ltd. March 2004 - November 2007
Accenture Technology Solutions September 2003 - March 2004
Sutherland Technologies July 2002 - September 2003
Skills
Leadership, IT Service Management, ITIL, Release Management, IT governance, Governance, Change Management, PMO, PMO Services, Vendor Management, Project Portfolio..., Outsourcing, Business Process..., Management, Strategic Sourcing, Procurement, Offshoring, Business Process..., Contract Management, Project Management, Contract Negotiation, Supply Management, E-procurement, Sourcing, Cost Management, Business Continuity..., Procure-to-Pay, Process Improvement, Business Analysis, Requirements Analysis, Consulting, Business Process
Education
OGC,UK 2008 — 2008
ITIL V3
University of Madras 1998 — 2002
BE, Elctronics and Communication
Fatima Higher Secondary School
Adam Kuhlenbeck's Ameriprise Financial Experience June 2004 - October 2006
Job
Industry Medical Devices
Experience
Medtronic March 2015 - Present
Covidien March 2014 - March 2015
Covidien October 2010 - March 2014
Nova Biomedical November 2008 - October 2010
Merrill Lynch November 2006 - February 2008
Ameriprise Financial June 2004 - October 2006
Education
University of Kentucky 1999 — 2003
BBA
Medtronic March 2015 - Present
Covidien March 2014 - March 2015
Covidien October 2010 - March 2014
Nova Biomedical November 2008 - October 2010
Merrill Lynch November 2006 - February 2008
Ameriprise Financial June 2004 - October 2006
Education
University of Kentucky 1999 — 2003
BBA
Rick Weir Rick Weir's Ameriprise Financial Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
GunnAllen Financial July 2003 - November 2008
Education
University of Houston 1980 — 1983
Business Marketing
Ameriprise Financial November 2008 - Present
GunnAllen Financial July 2003 - November 2008
Education
University of Houston 1980 — 1983
Business Marketing
Gary Rowan, CRPC Gary Rowan, CRPC's Ameriprise Financial Experience March 1998 - Present
Job Financial Advisor at Leibfried & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 1998 - Present
Morgan Stanley Dean Witter 1996 - 1997
Aegon 1994 - 1996
Education
University of Iowa 1988 — 1992
BBA, Finance
Ameriprise Financial March 1998 - Present
Morgan Stanley Dean Witter 1996 - 1997
Aegon 1994 - 1996
Education
University of Iowa 1988 — 1992
BBA, Finance
Eric Von Schaumburg, CSSC's Ameriprise Financial Experience February 2005 - May 2006
Job Vice President
Industry Financial Services
Experience
Mesirow Financial May 2006 - Present
Ameriprise Financial February 2005 - May 2006
SVS Industries, Inc. February 2000 - May 2004
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Finance, Finance
Mesirow Financial May 2006 - Present
Ameriprise Financial February 2005 - May 2006
SVS Industries, Inc. February 2000 - May 2004
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Finance, Finance
Sarie Weiss's Ameriprise Financial Experience August 2010 - May 2011
Job Patient Experience Associate at WESTMED Medical Group
Industry Market Research
Experience
WESTMED Medical Group November 2013 - Present
Westchester Medical Center August 2013 - Present
New York Presbyterian Hospital May 2013 - Present
Business Monitor International June 2011 - June 2013
Ameriprise Financial August 2010 - May 2011
York International Agency, LLC June 2010 - August 2010
Houlihan Lawrence June 2007 - June 2010
Rettner Management Corporation June 2009 - August 2009
Skills
Spanish, Microsoft Office, Bloomberg, Stata, Economics, The Agency Manager (TAM), Adobe, Argus Modeling, Relationship Management, Global Business..., Emerging Markets, Financial Markets, New Business Development, Microsoft Excel, Social Media Marketing, Business Development
Education
University of Maryland College Park 2009 — 2011
B.A, Economics, Spanish
University of Rochester 2007 — 2008
Scarsdale High School
WESTMED Medical Group November 2013 - Present
Westchester Medical Center August 2013 - Present
New York Presbyterian Hospital May 2013 - Present
Business Monitor International June 2011 - June 2013
Ameriprise Financial August 2010 - May 2011
York International Agency, LLC June 2010 - August 2010
Houlihan Lawrence June 2007 - June 2010
Rettner Management Corporation June 2009 - August 2009
Skills
Spanish, Microsoft Office, Bloomberg, Stata, Economics, The Agency Manager (TAM), Adobe, Argus Modeling, Relationship Management, Global Business..., Emerging Markets, Financial Markets, New Business Development, Microsoft Excel, Social Media Marketing, Business Development
Education
University of Maryland College Park 2009 — 2011
B.A, Economics, Spanish
University of Rochester 2007 — 2008
Scarsdale High School
Paul Wheaton, CFP Paul Wheaton, CFP's Ameriprise Financial Experience February 1990 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1990 - Present
Arthur Andersen and Company August 1987 - March 1989
Education
Villanova University 1982 — 1987
BS, Accounting
University of London 1984 — 1985
Ameriprise Financial February 1990 - Present
Arthur Andersen and Company August 1987 - March 1989
Education
Villanova University 1982 — 1987
BS, Accounting
University of London 1984 — 1985
Siddharth Nileshwar's Ameriprise Financial Experience 2006 - 2007
Job Senior Manager, Business Analysis at DIRECTV
Industry Broadcast Media
Experience
DIRECTV November 2012 - Present
DIRECTV January 2011 - October 2012
DIRECTV 2009 - 2011
DIRECTV 2008 - 2009
Inhance Media Inc 2007 - 2008
Ameriprise Financial 2006 - 2007
Skills
Business Analysis, Problem Elicitation, Business needs..., Requirements..., Requirements Gathering, Requirements Management, Business Use case..., UML, UI & User Experience..., User Stories, Functional Analysis, UAT Planning, JAD sessions, Business Process flow..., Scope Management, Capacity Management, Software Project..., Budget Management, Risk Management, Change Management, Production Support, SDLC Development, Process Optimization, Vendor Management, Microsoft Office, Excel, Visio, MS Project, Clarity, iRise, Requirements..., DORS (Requirements..., SharePoint, Cognos, Agile Project Management, Scrum, Kanban, MMF, CMMI, Waterfall, SDLC
Education
Mumbai University
Bachelor, Engineering
University of Illinois
Master of Science
DIRECTV November 2012 - Present
DIRECTV January 2011 - October 2012
DIRECTV 2009 - 2011
DIRECTV 2008 - 2009
Inhance Media Inc 2007 - 2008
Ameriprise Financial 2006 - 2007
Skills
Business Analysis, Problem Elicitation, Business needs..., Requirements..., Requirements Gathering, Requirements Management, Business Use case..., UML, UI & User Experience..., User Stories, Functional Analysis, UAT Planning, JAD sessions, Business Process flow..., Scope Management, Capacity Management, Software Project..., Budget Management, Risk Management, Change Management, Production Support, SDLC Development, Process Optimization, Vendor Management, Microsoft Office, Excel, Visio, MS Project, Clarity, iRise, Requirements..., DORS (Requirements..., SharePoint, Cognos, Agile Project Management, Scrum, Kanban, MMF, CMMI, Waterfall, SDLC
Education
Mumbai University
Bachelor, Engineering
University of Illinois
Master of Science
Glen Allie Glen Allie's Ameriprise Financial Experience 2007 - 2007
Job Insurance Specialist at Asbury Insurance
Industry Insurance
Experience
Asbury Insurance Agency July 2012 - Present
Allie Financial Services January 2012 - July 2012
Prudential Financial April 2008 - December 2011
Ameriprise Financial 2007 - 2007
Meijer 1998 - 2007
FSC Securities Corp December 1999 - December 2003
Money Concepts 1994 - 1999
Bank One 1988 - 1993
Chase Bank 1986 - 1988
Mercantile Bancorp 1975 - 1986
Skills
Financial Planning, Investments, Insurance, Employee Benefits, Analysis, Medicare Supplements, Annuities, Strategic Financial..., Fixed Annuities, Indexed Annuities, Term Life Insurance, Universal Life, Medicare
Education
The University of Chicago 1973 — 1975
MBA, Finance/Marketing
Wright State University 1972 — 1973
Business
University of Illinois at Urbana-Champaign 1964 — 1970
BS, Recreation and Park Administratopn
Dwight D Eisenhower High School 1961 — 1964
High School/Secondary Diplomas and Certificates
Asbury Insurance Agency July 2012 - Present
Allie Financial Services January 2012 - July 2012
Prudential Financial April 2008 - December 2011
Ameriprise Financial 2007 - 2007
Meijer 1998 - 2007
FSC Securities Corp December 1999 - December 2003
Money Concepts 1994 - 1999
Bank One 1988 - 1993
Chase Bank 1986 - 1988
Mercantile Bancorp 1975 - 1986
Skills
Financial Planning, Investments, Insurance, Employee Benefits, Analysis, Medicare Supplements, Annuities, Strategic Financial..., Fixed Annuities, Indexed Annuities, Term Life Insurance, Universal Life, Medicare
Education
The University of Chicago 1973 — 1975
MBA, Finance/Marketing
Wright State University 1972 — 1973
Business
University of Illinois at Urbana-Champaign 1964 — 1970
BS, Recreation and Park Administratopn
Dwight D Eisenhower High School 1961 — 1964
High School/Secondary Diplomas and Certificates
Greg Sparrow,'s Ameriprise Financial Experience February 2010 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2010 - Present
Morgan Stanley Smith Barney March 2001 - February 2010
Paine Webber 1998 - 2001
Randall's 1990 - 1996
Skills
Retirement Planning..., Estate Planning..., Wealth Preservation..., Retirement Plan..., Investments, Retirement Income..., Family Finances, Saving for Education
Education
University of Kentucky 1972 — 1976
Bachelor of Bisiness Administration, Marketing, Finance, Economics
Ameriprise Financial February 2010 - Present
Morgan Stanley Smith Barney March 2001 - February 2010
Paine Webber 1998 - 2001
Randall's 1990 - 1996
Skills
Retirement Planning..., Estate Planning..., Wealth Preservation..., Retirement Plan..., Investments, Retirement Income..., Family Finances, Saving for Education
Education
University of Kentucky 1972 — 1976
Bachelor of Bisiness Administration, Marketing, Finance, Economics
Jake Sterner Jake Sterner's Ameriprise Financial Experience May 2010 - August 2010
Job student at Robert H. Smith School of Business
Industry Higher Education
Experience
Robert H. Smith School of Business August 2007 - Present
Perkin's Restaurant and Bakery January 2006 - January 2011
RTC Relationship Marketing September 2010 - December 2010
Ameriprise Financial May 2010 - August 2010
Education
Robert H. Smith School of Business
University of Maryland College Park
Bachelor of Science, Marketing and Supply Chain Management
Robert H. Smith School of Business August 2007 - Present
Perkin's Restaurant and Bakery January 2006 - January 2011
RTC Relationship Marketing September 2010 - December 2010
Ameriprise Financial May 2010 - August 2010
Education
Robert H. Smith School of Business
University of Maryland College Park
Bachelor of Science, Marketing and Supply Chain Management
Ibrahim Al Naber's Ameriprise Financial Experience January 2008 - July 2008
Job Associate Director
Industry Financial Services
Experience
Transamerica Agency Network October 2014 - Present
Mutual of Omaha August 2008 - October 2014
Mutual of Omaha June 2011 - January 2014
Mutual of Omaha May 2010 - June 2011
Mutual of Omaha August 2008 - June 2011
Ameriprise Financial January 2008 - July 2008
Skills
Fixed Annuities, Long-term Care, Long Term Care Insurance, Mutual Funds, Retirement Planning, Life Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, Health Insurance, Critical Illness, Roth IRA, College Savings Plans, 401k, Retirement, IRAs, Universal Life, Medicare, Pension Funds, Insurance, Business Planning, Team Building, Team Leadership, Teaching, Training, Time Management, Financial Planning, Financial Markets, Financial Statements, Sales Management, Operations Management
Education
University of Maryland Baltimore County 2003 — 2007
Political Science, International Relations, Public Policy/Theory, Sociology
Transamerica Agency Network October 2014 - Present
Mutual of Omaha August 2008 - October 2014
Mutual of Omaha June 2011 - January 2014
Mutual of Omaha May 2010 - June 2011
Mutual of Omaha August 2008 - June 2011
Ameriprise Financial January 2008 - July 2008
Skills
Fixed Annuities, Long-term Care, Long Term Care Insurance, Mutual Funds, Retirement Planning, Life Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, Health Insurance, Critical Illness, Roth IRA, College Savings Plans, 401k, Retirement, IRAs, Universal Life, Medicare, Pension Funds, Insurance, Business Planning, Team Building, Team Leadership, Teaching, Training, Time Management, Financial Planning, Financial Markets, Financial Statements, Sales Management, Operations Management
Education
University of Maryland Baltimore County 2003 — 2007
Political Science, International Relations, Public Policy/Theory, Sociology
Tim Harper, MBA's Ameriprise Financial Experience September 2003 - March 2009
Job Regional Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management March 2009 - Present
Ameriprise Financial September 2003 - March 2009
Kentucky State Board of Accountancy July 2004 - June 2008
Hilliard Lyons August 2000 - September 2003
PRP National Bank October 1999 - June 2000
Republic Bank February 1996 - October 1999
JP Morgan Chase October 1988 - February 1996
Skills
Strategic Financial..., Business Development, Investment Management, Loans, Estate Planning, Retirement Planning, Insurance, Financial Analysis, Retirement, Investments, Managerial Finance, Risk Management
Education
University of Louisville 1996 — 1999
MBA, Entrepreneurship
Western Kentucky University 1983 — 1988
BA, Political Science and Communications (double major)
Western Kentucky University 1983 — 1986
AA, Banking
Caverna High School 1979 — 1983
Zacks Investment Management March 2009 - Present
Ameriprise Financial September 2003 - March 2009
Kentucky State Board of Accountancy July 2004 - June 2008
Hilliard Lyons August 2000 - September 2003
PRP National Bank October 1999 - June 2000
Republic Bank February 1996 - October 1999
JP Morgan Chase October 1988 - February 1996
Skills
Strategic Financial..., Business Development, Investment Management, Loans, Estate Planning, Retirement Planning, Insurance, Financial Analysis, Retirement, Investments, Managerial Finance, Risk Management
Education
University of Louisville 1996 — 1999
MBA, Entrepreneurship
Western Kentucky University 1983 — 1988
BA, Political Science and Communications (double major)
Western Kentucky University 1983 — 1986
AA, Banking
Caverna High School 1979 — 1983
Eddie O'Dea Eddie O'Dea's Ameriprise Financial Experience June 1998 - August 2009
Job Broker/Owner, Fusion Realty Group
Industry Real Estate
Experience
Fusion Realty Group December 2013 - Present
Weichert Realtors, Hallmark Properties July 2010 - December 2013
Ameriprise Financial June 1998 - August 2009
Ruby Tuesday February 1992 - September 1996
Skills
Real Estate, Short Sales, Foreclosures, Loan Modifications, Investments, Sales, Selling, Finance, Small Business, Customer Service, Investors, Sellers, Program Management, First Time Home Buyers, Investment Properties, Single Family Homes
Education
University of Florida 1985 — 1989
BSBA, Finance
Fusion Realty Group December 2013 - Present
Weichert Realtors, Hallmark Properties July 2010 - December 2013
Ameriprise Financial June 1998 - August 2009
Ruby Tuesday February 1992 - September 1996
Skills
Real Estate, Short Sales, Foreclosures, Loan Modifications, Investments, Sales, Selling, Finance, Small Business, Customer Service, Investors, Sellers, Program Management, First Time Home Buyers, Investment Properties, Single Family Homes
Education
University of Florida 1985 — 1989
BSBA, Finance
Brett Kaminski Brett Kaminski's Ameriprise Financial Experience March 2006 - April 2007
Job Senior Project Manager at Prisma International
Industry Translation and Localization
Experience
Prisma International February 2014 - Present
Prisma International August 2012 - February 2014
Wells Fargo Home Mortgage April 2012 - August 2012
Merrill Brink International October 2010 - November 2011
Personnel Decisions International January 2010 - April 2010
Department of Business, Economic Development, and Tourism August 2009 - December 2009
Japan Exchange and Teaching Program(me) (JET) July 2007 - August 2008
Ameriprise Financial March 2006 - April 2007
Skills
Management, Project Planning, Translation, Localization, Analysis, Japanese, Microsoft Office, Project Coordination, Microsoft Excel, International Relations, Negotiation, SharePoint, Microsoft Word, Teaching, Business Analysis, Outlook, PowerPoint, Windows, People Management, Communication Strategies, Creative Problem Solving, Excel, Word, Mac OS X, Project Management, Employee Training
Education
University of Hawaii at Manoa 2008 — 2010
Japan-focused MBA and Certificate of Japanese Management, General and Japan-focused business topics, Business-focused Japanese language
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts, Japanese, Teaching English as a Second Language
Prisma International February 2014 - Present
Prisma International August 2012 - February 2014
Wells Fargo Home Mortgage April 2012 - August 2012
Merrill Brink International October 2010 - November 2011
Personnel Decisions International January 2010 - April 2010
Department of Business, Economic Development, and Tourism August 2009 - December 2009
Japan Exchange and Teaching Program(me) (JET) July 2007 - August 2008
Ameriprise Financial March 2006 - April 2007
Skills
Management, Project Planning, Translation, Localization, Analysis, Japanese, Microsoft Office, Project Coordination, Microsoft Excel, International Relations, Negotiation, SharePoint, Microsoft Word, Teaching, Business Analysis, Outlook, PowerPoint, Windows, People Management, Communication Strategies, Creative Problem Solving, Excel, Word, Mac OS X, Project Management, Employee Training
Education
University of Hawaii at Manoa 2008 — 2010
Japan-focused MBA and Certificate of Japanese Management, General and Japan-focused business topics, Business-focused Japanese language
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts, Japanese, Teaching English as a Second Language
Robert Bohli Robert Bohli's Ameriprise Financial Experience 1991 - 2009
Job Founder, Mako Investments, LLC
Industry Financial Services
Experience
Mako Investments April 2011 - Present
Investment Professionals, Inc. September 2009 - March 2011
Ameriprise Financial 1991 - 2009
American Express Financial Advisors/Ameriprise Financial 1997 - 2002
Skills
Leadership, Recruiting, Strategic Financial..., Retirement Planning, Organization, Wealth Management, Mutual Funds, Retirement, Securities, Finance, Series 7, Portfolio Management, 401k, Investment Advisory, Investments, Asset Management, Financial Advisory, Management
Education
University of Maryland University College
BS, Business
Mako Investments April 2011 - Present
Investment Professionals, Inc. September 2009 - March 2011
Ameriprise Financial 1991 - 2009
American Express Financial Advisors/Ameriprise Financial 1997 - 2002
Skills
Leadership, Recruiting, Strategic Financial..., Retirement Planning, Organization, Wealth Management, Mutual Funds, Retirement, Securities, Finance, Series 7, Portfolio Management, 401k, Investment Advisory, Investments, Asset Management, Financial Advisory, Management
Education
University of Maryland University College
BS, Business
Bill Rosenberg Bill Rosenberg's Ameriprise Financial Experience December 2008 - November 2009
Job Project Manager at Stephen Gould Corporation
Industry Packaging and Containers
Experience
Stephen Gould Corporation December 2012 - Present
Southern Business Research, Inc. January 2012 - December 2012
March of Dimes March 2009 - March 2010
Ameriprise Financial December 2008 - November 2009
Wachovia, A Wells Fargo Company 1999 - 2005
Skills
Estate Planning, Retirement Planning, Investment Management, Succession Planning, Strategic Financial..., Insurance, Fundraising, Strategic Planning, Employee Benefits, Public Speaking, Budgets, Financial Analysis, Strategic Partnerships, Small Business, Account Management, Real Estate, Management, Process Improvement, Strategy, Management Consulting, New Business Development, Marketing, Team Building, Sales, Wealth Management, Business Development, Financial Planners
Education
University of Georgia - Terry College of Business 1989 — 1994
Bachelor of Business Administration (BBA), Risk Management & International Business
Cannon Financial Institute
Trust Administration
Institute of Financial Planning
CFP®, Financial Planning
Stephen Gould Corporation December 2012 - Present
Southern Business Research, Inc. January 2012 - December 2012
March of Dimes March 2009 - March 2010
Ameriprise Financial December 2008 - November 2009
Wachovia, A Wells Fargo Company 1999 - 2005
Skills
Estate Planning, Retirement Planning, Investment Management, Succession Planning, Strategic Financial..., Insurance, Fundraising, Strategic Planning, Employee Benefits, Public Speaking, Budgets, Financial Analysis, Strategic Partnerships, Small Business, Account Management, Real Estate, Management, Process Improvement, Strategy, Management Consulting, New Business Development, Marketing, Team Building, Sales, Wealth Management, Business Development, Financial Planners
Education
University of Georgia - Terry College of Business 1989 — 1994
Bachelor of Business Administration (BBA), Risk Management & International Business
Cannon Financial Institute
Trust Administration
Institute of Financial Planning
CFP®, Financial Planning
Brian O'Connell, CFP®, CRPC®'s Ameriprise Financial Experience January 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1999 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1991
B.S., Finance
Ameriprise Financial January 1999 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1991
B.S., Finance
Jesse Adamski, CFA Jesse Adamski, CFA's Ameriprise Financial Experience October 2007 - December 2008
Job Associate Constellation Energy
Industry Financial Services
Experience
Constellation Energy June 2009 - Present
Macro International January 2009 - April 2009
Ameriprise Financial October 2007 - December 2008
GreenPoint Mortgage May 2006 - September 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Risk Management, Corporate Finance, Commodity Markets, Portfolio Management, Due Diligence, Trading, Energy, Strategic Financial..., Finance, Analysis, Mergers & Acquisitions, Capital Markets, Commodity, Business Analysis, Asset Management, Investments, Financial Reporting, Private Equity
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA/MS, Finance
University of Maryland - Robert H. Smith School of Business 2003 — 2006
BS, Finance
Constellation Energy June 2009 - Present
Macro International January 2009 - April 2009
Ameriprise Financial October 2007 - December 2008
GreenPoint Mortgage May 2006 - September 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Risk Management, Corporate Finance, Commodity Markets, Portfolio Management, Due Diligence, Trading, Energy, Strategic Financial..., Finance, Analysis, Mergers & Acquisitions, Capital Markets, Commodity, Business Analysis, Asset Management, Investments, Financial Reporting, Private Equity
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA/MS, Finance
University of Maryland - Robert H. Smith School of Business 2003 — 2006
BS, Finance
Joshua Strange, CFP® Joshua Strange, CFP®'s Ameriprise Financial Experience August 2011 - June 2012
Job Financial AdvisorCERTIFIED FINANCIAL PLANNER™ Practitioner Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2014 - Present
BB&T Investment Services, Inc. July 2012 - July 2014
Ameriprise Financial August 2011 - June 2012
Intermarkets April 2008 - January 2011
The Leadership Institute June 2006 - February 2008
United States Air Force November 1999 - January 2006
Skills
Retirement Planning, Investments, Portfolio Review, Estate Strategies, Financial Advice, Financial Planning, Investment Management, Risk Management, Wealth Management, Asset Allocation, Financial Analysis, Investment Advisory, Retirement Solutions, Wealth Planning, Asset Management, Retirement Income...
Education
University of Maryland University College 2003 — 2005
BS
College for Financial Planning
SunTrust Investment Services, Inc. July 2014 - Present
BB&T Investment Services, Inc. July 2012 - July 2014
Ameriprise Financial August 2011 - June 2012
Intermarkets April 2008 - January 2011
The Leadership Institute June 2006 - February 2008
United States Air Force November 1999 - January 2006
Skills
Retirement Planning, Investments, Portfolio Review, Estate Strategies, Financial Advice, Financial Planning, Investment Management, Risk Management, Wealth Management, Asset Allocation, Financial Analysis, Investment Advisory, Retirement Solutions, Wealth Planning, Asset Management, Retirement Income...
Education
University of Maryland University College 2003 — 2005
BS
College for Financial Planning
Lisa Whatley Lisa Whatley's Ameriprise Financial Experience December 2006 - March 2008
Job Supply Chain Analyst at Afren Resources
Industry Oil & Energy
Experience
Afren Resources, USA November 2013 - July 2015
Sysco Corporation July 2012 - November 2013
Burrow Global Services January 2012 - July 2012
DVAllen Consulting, NiSource Gas & Transmission July 2011 - September 2011
Glazier Foods Company January 2008 - January 2011
Ameriprise Financial December 2006 - March 2008
Marriott International December 1999 - May 2005
Skills
Excellent typing and..., Proficient in Microsoft..., Microsoft Word, Marketing Strategy, Management, PowerPoint, Outlook, Budgets, Food, Access, Negotiation, Sales, Pricing, Software Documentation, Accounting, Logistics, Forecasting, Customer Service, Event Management, Inventory Management, Microsoft Office, New Business Development, Purchasing, Time Management, Microsoft Excel, Procurement, Supply Chain, Team Building, Sales Management
Education
University of Houston 2004 — 2007
Bachelor of Science, Finance
Afren Resources, USA November 2013 - July 2015
Sysco Corporation July 2012 - November 2013
Burrow Global Services January 2012 - July 2012
DVAllen Consulting, NiSource Gas & Transmission July 2011 - September 2011
Glazier Foods Company January 2008 - January 2011
Ameriprise Financial December 2006 - March 2008
Marriott International December 1999 - May 2005
Skills
Excellent typing and..., Proficient in Microsoft..., Microsoft Word, Marketing Strategy, Management, PowerPoint, Outlook, Budgets, Food, Access, Negotiation, Sales, Pricing, Software Documentation, Accounting, Logistics, Forecasting, Customer Service, Event Management, Inventory Management, Microsoft Office, New Business Development, Purchasing, Time Management, Microsoft Excel, Procurement, Supply Chain, Team Building, Sales Management
Education
University of Houston 2004 — 2007
Bachelor of Science, Finance
Thais Piotrowski Thais Piotrowski's Ameriprise Financial Experience 2003 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial 2003 - Present
Education
University of Florida - Warrington College of Business Administration
Ameriprise Financial 2003 - Present
Education
University of Florida - Warrington College of Business Administration
Chad Parker, CFP® Chad Parker, CFP®'s Ameriprise Financial Experience April 2010 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
Ameriprise Financial Services, Inc. November 2008 - April 2010
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
BBA, Finance
Ameriprise Financial April 2010 - Present
Ameriprise Financial Services, Inc. November 2008 - April 2010
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
BBA, Finance
Jeff Huddleston's Ameriprise Financial Experience May 2009 - November 2011
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte July 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - June 2013
Ameriprise Financial May 2009 - November 2011
Ameriprise Financial Services, Inc. February 2008 - May 2009
Ameriprise Financial Services, Inc. September 2006 - February 2008
Skills
Actuarial Science, Financial Modeling, Valuation, Financial Analysis, Insurance, Enterprise Risk..., Life Insurance, Underwriting, Hedging, Analysis, Analytics, Actuaries
Education
University of Illinois at Urbana-Champaign 1999 — 2004
Bachelor of Arts (BA), Economics
Deloitte July 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - June 2013
Ameriprise Financial May 2009 - November 2011
Ameriprise Financial Services, Inc. February 2008 - May 2009
Ameriprise Financial Services, Inc. September 2006 - February 2008
Skills
Actuarial Science, Financial Modeling, Valuation, Financial Analysis, Insurance, Enterprise Risk..., Life Insurance, Underwriting, Hedging, Analysis, Analytics, Actuaries
Education
University of Illinois at Urbana-Champaign 1999 — 2004
Bachelor of Arts (BA), Economics
Courtney Maddox, CRPC's Ameriprise Financial Experience April 2012 - Present
Job Paraplanner with the Ameriprise Private Wealth Practice of Williamson, Rohr, Swartzwelder & Associates
Industry Financial Services
Experience
Ameriprise Financial April 2012 - Present
Fogleman, Viera & Associates, A financial advisory practice of Ameriprise Financial Services, Inc January 2006 - December 2011
The Picture People January 2001 - December 2005
Education
University of Florida 1998 — 2000
BS, Journalism
University of Mary Washington 1996 — 1998
Chemistry
Clover Hill High School 1992 — 1996
Ameriprise Financial April 2012 - Present
Fogleman, Viera & Associates, A financial advisory practice of Ameriprise Financial Services, Inc January 2006 - December 2011
The Picture People January 2001 - December 2005
Education
University of Florida 1998 — 2000
BS, Journalism
University of Mary Washington 1996 — 1998
Chemistry
Clover Hill High School 1992 — 1996
Keaton Swayze Keaton Swayze's Ameriprise Financial Experience March 2006 - December 2007
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Protective Life December 2007 - February 2009
Ameriprise Financial March 2006 - December 2007
JP Morgan Chase/Bank One/Wamu September 2002 - March 2006
MetLife Investors 2001 - 2002
Skills
Insurance
Education
University of Houston
Bachelor of Arts (B.A.)
Fidelity Investments April 2011 - Present
Protective Life December 2007 - February 2009
Ameriprise Financial March 2006 - December 2007
JP Morgan Chase/Bank One/Wamu September 2002 - March 2006
MetLife Investors 2001 - 2002
Skills
Insurance
Education
University of Houston
Bachelor of Arts (B.A.)
Anand Sheth Anand Sheth's Ameriprise Financial Experience May 2000 - Present
Job Practice Manager at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial May 2000 - Present
Skills
Options, Stocks, Portfolio Management, Strategic Financial..., Investment Strategies, Mutual Funds, Bonds, Fixed Annuities, FINRA, New Business Development, Market Analysis, Equities, Risk Management, Insurance, Budgets, Series 7, Financial Analysis, Financial Planning
Education
University of Lincoln 1997 — 1999
BA, International Business Administration
Ameriprise Financial May 2000 - Present
Skills
Options, Stocks, Portfolio Management, Strategic Financial..., Investment Strategies, Mutual Funds, Bonds, Fixed Annuities, FINRA, New Business Development, Market Analysis, Equities, Risk Management, Insurance, Budgets, Series 7, Financial Analysis, Financial Planning
Education
University of Lincoln 1997 — 1999
BA, International Business Administration
Jaime van Biljon, CFP® Jaime van Biljon, CFP®'s Ameriprise Financial Experience January 2011 - November 2011
Job Financial Advisor at The GW Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2015
Ameriprise Financial January 2011 - November 2011
Ameriprise Financial Services, Inc. April 2009 - January 2011
Ameriprise Financial February 2008 - March 2009
Ameriprise Financial January 2007 - February 2008
Ameriprise Financial January 2005 - December 2006
Ameriprise Financial Services, Inc. January 2004 - December 2004
Education
University of Rhode Island 2001 — 2003
MS, Labor Relations and Human Resources
University of Massachusetts Dartmouth 1995 — 1998
BA, Sociology
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2015
Ameriprise Financial January 2011 - November 2011
Ameriprise Financial Services, Inc. April 2009 - January 2011
Ameriprise Financial February 2008 - March 2009
Ameriprise Financial January 2007 - February 2008
Ameriprise Financial January 2005 - December 2006
Ameriprise Financial Services, Inc. January 2004 - December 2004
Education
University of Rhode Island 2001 — 2003
MS, Labor Relations and Human Resources
University of Massachusetts Dartmouth 1995 — 1998
BA, Sociology
Jesse Budlong Jesse Budlong's Ameriprise Financial Experience February 2009 - August 2011
Job Resource Analyst @ Genentech
Industry Architecture & Planning
Experience
Genentech October 2013 - Present
Institute of Global Health September 2012 - May 2013
Chicago Metropolitan Agency for Planning February 2009 - November 2011
Ameriprise Financial February 2009 - August 2011
Chicago Commercial Inc. January 2009 - August 2010
Chicago Metropolitan Agency for Planning January 2010 - May 2010
Organic School Project September 2008 - December 2009
URS Corporation May 2008 - August 2008
Skills
Photoshop, InDesign, Illustrator, Constant Contact, GIS, HTML, Public Relations, Research, Social Media Marketing, Social Media, Microsoft Office, Public Speaking, Word, Online Marketing, Writing, Marketing Strategy, PowerPoint, Excel, Social Networking, Blogging, Marketing Communications, Adobe Creative Suite, Web Design, Graphic Design, Media Relations, Dreamweaver, Photography, Email Marketing, Microsoft Word, Epigenetics, Urban Planning, Public Policy, Public Administration, Governmental Affairs, Gov 2.0, Microsoft Excel, WordPress, Data Entry, Website Development, Facebook, Google Analytics, Newsletters, Community Development, Marketing, Strategic Communications, Grant Writing, OS X, Office Administration, Digital Media, Policy Analysis
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Arts, Urban and Public Affairs
Genentech October 2013 - Present
Institute of Global Health September 2012 - May 2013
Chicago Metropolitan Agency for Planning February 2009 - November 2011
Ameriprise Financial February 2009 - August 2011
Chicago Commercial Inc. January 2009 - August 2010
Chicago Metropolitan Agency for Planning January 2010 - May 2010
Organic School Project September 2008 - December 2009
URS Corporation May 2008 - August 2008
Skills
Photoshop, InDesign, Illustrator, Constant Contact, GIS, HTML, Public Relations, Research, Social Media Marketing, Social Media, Microsoft Office, Public Speaking, Word, Online Marketing, Writing, Marketing Strategy, PowerPoint, Excel, Social Networking, Blogging, Marketing Communications, Adobe Creative Suite, Web Design, Graphic Design, Media Relations, Dreamweaver, Photography, Email Marketing, Microsoft Word, Epigenetics, Urban Planning, Public Policy, Public Administration, Governmental Affairs, Gov 2.0, Microsoft Excel, WordPress, Data Entry, Website Development, Facebook, Google Analytics, Newsletters, Community Development, Marketing, Strategic Communications, Grant Writing, OS X, Office Administration, Digital Media, Policy Analysis
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Arts, Urban and Public Affairs
Jon Sereda AAMS® Jon Sereda AAMS®'s Ameriprise Financial Experience September 2010 - October 2013
Job Branch Liaison at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Stafford Wells Advisors January 2014 - November 2014
Ameriprise Financial September 2010 - October 2013
Farmers Insurance February 2010 - July 2010
Northwestern Mutual September 2009 - February 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
B.B.A, Economics
Wells Fargo Advisors March 2015 - Present
Stafford Wells Advisors January 2014 - November 2014
Ameriprise Financial September 2010 - October 2013
Farmers Insurance February 2010 - July 2010
Northwestern Mutual September 2009 - February 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
B.B.A, Economics
Ali Goraya Ali Goraya's Ameriprise Financial Experience January 2007 - January 2009
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
Ameriprise Financial January 2007 - January 2009
Skills
Retirement Planning, Retirement Income..., Estate Planning, Annuities, Retirement, Wealth Management, Insurance Planning, Hedging
Education
University of Maryland Baltimore County
B.S., Finance
New York Life Insurance Company January 2009 - Present
Ameriprise Financial January 2007 - January 2009
Skills
Retirement Planning, Retirement Income..., Estate Planning, Annuities, Retirement, Wealth Management, Insurance Planning, Hedging
Education
University of Maryland Baltimore County
B.S., Finance
Jeri Timmons's Ameriprise Financial Experience October 2009 - July 2010
Job Property Manager and licensed Realtor with Legacy Property Management and Leasing, LLC
Industry Real Estate
Experience
Legacy Property Management and Leasing, LLC May 2011 - Present
Pappas Bros. Steakhouse September 2009 - December 2011
Ameriprise Financial October 2009 - July 2010
Taste of Texas Restaurant 2004 - 2009
Skills
Investment Properties, Real Estate, Property Management, Microsoft Office, Customer Service, Microsoft Excel, Selling, Social Media Marketing, Rentals, Microsoft Word, Negotiation, Marketing Strategy, Buyer Representation, Sellers, Condos, Management, New Home Sales, First Time Home Buyers, Sales
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
Bachelors, Finance
Legacy Property Management and Leasing, LLC May 2011 - Present
Pappas Bros. Steakhouse September 2009 - December 2011
Ameriprise Financial October 2009 - July 2010
Taste of Texas Restaurant 2004 - 2009
Skills
Investment Properties, Real Estate, Property Management, Microsoft Office, Customer Service, Microsoft Excel, Selling, Social Media Marketing, Rentals, Microsoft Word, Negotiation, Marketing Strategy, Buyer Representation, Sellers, Condos, Management, New Home Sales, First Time Home Buyers, Sales
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
Bachelors, Finance
Karen Feinblatt's Ameriprise Financial Experience July 2004 - November 2006
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. September 2013 - Present
A division of PNC Bank November 2006 - January 2013
Ameriprise Financial July 2004 - November 2006
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Liberal Arts & Science, Finance
J.P. Morgan Chase Bank, N.A. September 2013 - Present
A division of PNC Bank November 2006 - January 2013
Ameriprise Financial July 2004 - November 2006
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Liberal Arts & Science, Finance
Jennifer Parker, CRPC Jennifer Parker, CRPC's Ameriprise Financial Experience March 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial March 2009 - Present
Bank of America 1997 - 2009
Skills
Retirement Planning, Investments, Financial Planning, Financial Advisory, Mutual Funds, Retirement, Financial Services, Estate Planning, Finance, Investment Strategies
Education
University of Florida 1975 — 1978
BA, Political Science, English
Ameriprise Financial March 2009 - Present
Bank of America 1997 - 2009
Skills
Retirement Planning, Investments, Financial Planning, Financial Advisory, Mutual Funds, Retirement, Financial Services, Estate Planning, Finance, Investment Strategies
Education
University of Florida 1975 — 1978
BA, Political Science, English
Lauren Tummel Lauren Tummel's Ameriprise Financial Experience August 2004 - Present
Job Advanced Financial Advisor,CFP®
Industry Financial Services
Experience
Ameriprise Financial August 2004 - Present
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Ameriprise Financial August 2004 - Present
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Gary LoDuca, CFP®, ChFC Gary LoDuca, CFP®, ChFC's Ameriprise Financial Experience 1998 - 2000
Job Founder & Chief Executive Thinker of Thoughtful Wealth Management
Industry Investment Management
Experience
Thoughtful Wealth Management February 2015 - Present
USAA March 2012 - February 2015
CA Wealth Managment Partners LLC February 2011 - March 2012
1st Global May 2008 - February 2011
LightPort, Inc. July 2007 - March 2008
Franklin Templeton Investments February 2003 - February 2006
Franklin Templeton Investments September 2000 - February 2003
Ameriprise Financial 1998 - 2000
Merrill Lynch 1994 - 1996
Skills
Financial Planning, Retirement Planning, Business Planning, Asset Protection, Risk Mitigation, Wealth Management, Investments, Insurance, Tax, Estate Planning, Asset Management, Portfolio Management, Annuities, Asset Allocation, Business Development, Financial Services, Fixed Annuities, Retirement, Risk Management, Strategic Financial...
Education
University of Florida 1985 — 1989
BS, Business Administration
Colgate Sailing School
Certified Sailing Captain, Yacht Cruising
The American College
Chartered Financial Consultant
Thoughtful Wealth Management February 2015 - Present
USAA March 2012 - February 2015
CA Wealth Managment Partners LLC February 2011 - March 2012
1st Global May 2008 - February 2011
LightPort, Inc. July 2007 - March 2008
Franklin Templeton Investments February 2003 - February 2006
Franklin Templeton Investments September 2000 - February 2003
Ameriprise Financial 1998 - 2000
Merrill Lynch 1994 - 1996
Skills
Financial Planning, Retirement Planning, Business Planning, Asset Protection, Risk Mitigation, Wealth Management, Investments, Insurance, Tax, Estate Planning, Asset Management, Portfolio Management, Annuities, Asset Allocation, Business Development, Financial Services, Fixed Annuities, Retirement, Risk Management, Strategic Financial...
Education
University of Florida 1985 — 1989
BS, Business Administration
Colgate Sailing School
Certified Sailing Captain, Yacht Cruising
The American College
Chartered Financial Consultant
Chikezie Waturuocha's Ameriprise Financial Experience February 2010 - Present
Job User Experience Manager, Advisor Technology Solutions, Ameriprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial February 2010 - Present
Soltrite- Global HD Telepresence and Communication Services August 2014 - Present
Ameriprise Financial . September 2009 - February 2010
Thomson Reuters July 2008 - November 2008
Secure Computing September 2006 - April 2008
US Bank June 2003 - August 2006
Skills
User Experience, Information Architecture, Usability Testing, User Interface, Mobile Applications, User Interface Design, HTML, Usability, HTML 5, SharePoint, CSS, Wireframes, CMS, iRise, Knowledge Management, Cloud Computing, SharePoint Designer, jQuery, jQuery Mobile, iOS Design, Interaction Design, Web Applications, Software Engineering, Visio, jQuery UI, Content Strategy, Business Intelligence, Joomla, Thought Leadership, Axure RP Prototype, Strategic Leadership, Business Innovation, Technology Innovation, Cloud-based Electronic..., Responsive Design, API Integration, HTML5, User-centered Design
Education
Walden University 2011 — 2016
Doctoral Candidate - Doctor of Business Administration (DBA), Information Systems Management, GPA 4.0
University of St. Thomas 2000 — 2002
Master of Software Systems, Software Engineering, 3.42
University of Jos 1990 — 1995
Bachelor's Degree, English (Hons)
St Peter Claver Seminary Okpala, Nigeria 1981 — 1986
High School Diploma
Ameriprise Financial February 2010 - Present
Soltrite- Global HD Telepresence and Communication Services August 2014 - Present
Ameriprise Financial . September 2009 - February 2010
Thomson Reuters July 2008 - November 2008
Secure Computing September 2006 - April 2008
US Bank June 2003 - August 2006
Skills
User Experience, Information Architecture, Usability Testing, User Interface, Mobile Applications, User Interface Design, HTML, Usability, HTML 5, SharePoint, CSS, Wireframes, CMS, iRise, Knowledge Management, Cloud Computing, SharePoint Designer, jQuery, jQuery Mobile, iOS Design, Interaction Design, Web Applications, Software Engineering, Visio, jQuery UI, Content Strategy, Business Intelligence, Joomla, Thought Leadership, Axure RP Prototype, Strategic Leadership, Business Innovation, Technology Innovation, Cloud-based Electronic..., Responsive Design, API Integration, HTML5, User-centered Design
Education
Walden University 2011 — 2016
Doctoral Candidate - Doctor of Business Administration (DBA), Information Systems Management, GPA 4.0
University of St. Thomas 2000 — 2002
Master of Software Systems, Software Engineering, 3.42
University of Jos 1990 — 1995
Bachelor's Degree, English (Hons)
St Peter Claver Seminary Okpala, Nigeria 1981 — 1986
High School Diploma
Joe Galunas's Ameriprise Financial Experience December 2006 - December 2008
Job Vice President, Senior Client Relationship Specialist
Industry Financial Services
Experience
Capital Group August 2015 - Present
E*TRADE Financial August 2009 - July 2015
Atlanta Financial Associates February 2009 - July 2009
Ameriprise Financial December 2006 - December 2008
Skills
Equities, Options, Financial Analysis, Investment Advisory, Investment Strategies, Equity Trading, Trading Strategies
Education
University of Georgia - Terry College of Business 2002 — 2006
Finance, Business/Finance
Capital Group August 2015 - Present
E*TRADE Financial August 2009 - July 2015
Atlanta Financial Associates February 2009 - July 2009
Ameriprise Financial December 2006 - December 2008
Skills
Equities, Options, Financial Analysis, Investment Advisory, Investment Strategies, Equity Trading, Trading Strategies
Education
University of Georgia - Terry College of Business 2002 — 2006
Finance, Business/Finance
Steven Szafranski's Ameriprise Financial Experience September 2010 - May 2013
Job Financial Advisor
Industry Financial Services
Experience
PNC February 2014 - May 2014
Ameriprise Financial September 2010 - May 2013
Skills
Investments, Finance, Financial Services, Financial Modeling, Financial Analysis, Valuation, Series 7, Accounting, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Microsoft Excel, Investment Advisory, Strategic Planning, Retirement, Strategic Financial..., Auditing, Financial Advisory, Series 66, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
BS, Finance
PNC February 2014 - May 2014
Ameriprise Financial September 2010 - May 2013
Skills
Investments, Finance, Financial Services, Financial Modeling, Financial Analysis, Valuation, Series 7, Accounting, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Microsoft Excel, Investment Advisory, Strategic Planning, Retirement, Strategic Financial..., Auditing, Financial Advisory, Series 66, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
BS, Finance
Teri Wotipka Teri Wotipka's Ameriprise Financial Experience 2004 - 2007
Job Executive Administrative Support Specialist & Liaison: Currently Seeking Career Opportunities
Industry Financial Services
Experience
Frishberg Financial 2009 - 2010
Legacy Wealth Management 2007 - 2008
Ameriprise Financial 2004 - 2007
Skills
Management, Project Management, Recruiting, Research, CRM, Microsoft Office, Negotiation, Analysis, Marketing, Data Analysis, Teamwork, Finance, Leadership, Software Documentation, Event Planning
Education
Brazosport High
University of Houston
Frishberg Financial 2009 - 2010
Legacy Wealth Management 2007 - 2008
Ameriprise Financial 2004 - 2007
Skills
Management, Project Management, Recruiting, Research, CRM, Microsoft Office, Negotiation, Analysis, Marketing, Data Analysis, Teamwork, Finance, Leadership, Software Documentation, Event Planning
Education
Brazosport High
University of Houston
Leon Hurd Leon Hurd's Ameriprise Financial Experience August 2003 - June 2006
Job Adjunct Faculty Instructor at LeMoyne Owen College
Industry Accounting
Experience
LeMoyne Owen College November 2011 - Present
L. HURD & ASSOC. October 1997 - Present
Leon Hurd & Associates October 1996 - Present
DC Department of Employment Services August 2008 - March 2009
Ameriprise Financial August 2003 - June 2006
AXA Advisors November 2000 - May 2003
DC Public Service Commission (DCPSC) October 1986 - September 1996
William Hurd, MD PA May 1985 - September 1986
Shelby Co. Community Service Agency October 1984 - May 1985
ford motor 1969 - 1972
Education
University of Detroit Mercy 1972 — 1975
MBA, Accounting
Wilberforce University 1965 — 1967
BS, MATHEMATICS
Wilberforce University
Bachelor of Science, Mathematics
LeMoyne Owen College November 2011 - Present
L. HURD & ASSOC. October 1997 - Present
Leon Hurd & Associates October 1996 - Present
DC Department of Employment Services August 2008 - March 2009
Ameriprise Financial August 2003 - June 2006
AXA Advisors November 2000 - May 2003
DC Public Service Commission (DCPSC) October 1986 - September 1996
William Hurd, MD PA May 1985 - September 1986
Shelby Co. Community Service Agency October 1984 - May 1985
ford motor 1969 - 1972
Education
University of Detroit Mercy 1972 — 1975
MBA, Accounting
Wilberforce University 1965 — 1967
BS, MATHEMATICS
Wilberforce University
Bachelor of Science, Mathematics
Mark Andrysiak's Ameriprise Financial Experience 2000 - 2007
Job Director: Regulatory Compliance at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - June 2009
Ameriprise Financial 2000 - 2007
Ameriprise Financial January 1991 - January 2000
Ameriprise Financial January 1989 - January 1991
Skills
Process Improvement, Leadership, FINRA, Licensing, Policy, Auditing, Private Investigations, Registration, Series 7, Solutions Marketing, Securities, Mutual Funds, Series 24, Series 63, Investments, Options, Equities, Financial Services, Investment Advisory
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accountancy; auditing, economics
Equity Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - June 2009
Ameriprise Financial 2000 - 2007
Ameriprise Financial January 1991 - January 2000
Ameriprise Financial January 1989 - January 1991
Skills
Process Improvement, Leadership, FINRA, Licensing, Policy, Auditing, Private Investigations, Registration, Series 7, Solutions Marketing, Securities, Mutual Funds, Series 24, Series 63, Investments, Options, Equities, Financial Services, Investment Advisory
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accountancy; auditing, economics
Barbara (Bloom) Vargas's Ameriprise Financial Experience 2007 - 2009
Job CRPC® Financial Advisor | Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services Inc August 2006 - Present
BNI Soaring Eagles October 2011 - September 2012
Junior League of Greater Fort Lauderdale June 2011 - September 2012
BNI Soaring Eagles 2009 - October 2011
Ameriprise Financial 2007 - 2009
Education
University of Florida 2002 — 2006
Bachelor of Science, Psychology and Minor in Business
Ameriprise Financial Services Inc August 2006 - Present
BNI Soaring Eagles October 2011 - September 2012
Junior League of Greater Fort Lauderdale June 2011 - September 2012
BNI Soaring Eagles 2009 - October 2011
Ameriprise Financial 2007 - 2009
Education
University of Florida 2002 — 2006
Bachelor of Science, Psychology and Minor in Business
Karen Winter Dekker's Ameriprise Financial Experience 2007 - Present
Job Vice President Human Resources US Advisor Group
Industry Financial Services
Experience
Ameriprise Financial 2007 - Present
UnitedHealth Group February 2007 - October 2007
OptumHealth 2006 - 2007
United Health Group 2005 - 2007
Best Buy Company December 2000 - May 2005
Skills
Human Resources, Talent Management, Succession Planning
Education
University of Illinois at Urbana-Champaign 1996 — 1998
Master's Degree, Human Resources Development
University of Wisconsin-Madison 1984 — 1989
BS. Foodscience, Food Science
Ameriprise Financial 2007 - Present
UnitedHealth Group February 2007 - October 2007
OptumHealth 2006 - 2007
United Health Group 2005 - 2007
Best Buy Company December 2000 - May 2005
Skills
Human Resources, Talent Management, Succession Planning
Education
University of Illinois at Urbana-Champaign 1996 — 1998
Master's Degree, Human Resources Development
University of Wisconsin-Madison 1984 — 1989
BS. Foodscience, Food Science
Luke Prottsman's Ameriprise Financial Experience December 1999 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 1999 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Ameriprise Financial December 1999 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Ari Janjikian's Ameriprise Financial Experience June 2006 - August 2008
Job Principal Agent at MyInsurance, LLC
Industry Insurance
Experience
MyInsurance, LLC January 2013 - Present
Portee Insurance Agency with Allstate January 2012 - March 2013
Ameriprise Financial June 2006 - August 2008
Skills
Insurance, Sales, Customer Service, Lead Generation, Employee Benefits, Financial Modeling, Series 63, Series 7, Mutual Funds, Financial Analysis, Alternative Investments
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Criminology and Criminal Justice
MyInsurance, LLC January 2013 - Present
Portee Insurance Agency with Allstate January 2012 - March 2013
Ameriprise Financial June 2006 - August 2008
Skills
Insurance, Sales, Customer Service, Lead Generation, Employee Benefits, Financial Modeling, Series 63, Series 7, Mutual Funds, Financial Analysis, Alternative Investments
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Criminology and Criminal Justice
Sean Romine's Ameriprise Financial Experience Korean LinguistUS ArmyAugust 1996 - August 2000
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Korean LinguistUS ArmyAugust 1996 - August 2000
Education
University of Maryland University College 1998 — 2001
Ameriprise Financial Korean LinguistUS ArmyAugust 1996 - August 2000
Education
University of Maryland University College 1998 — 2001
Stannard Stefanie's Ameriprise Financial Experience March 2005 - October 2005
Job Supervisory Manager at JP Morgan
Industry Investment Management
Experience
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
Jason Costner's Ameriprise Financial Experience June 2002 - December 2011
Job Director of Wealth Management at WABC Wealth Management
Industry Financial Services
Experience
WABC Wealth Management February 2013 - Present
Financial Integrity Resources Management, LLC January 2012 - December 2012
Ameriprise Financial June 2002 - December 2011
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Financial Analysis, Mutual Funds, Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Insurance
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Finance
University of Pennsylvania 1989 — 1992
University of Pennsylvania 1988 — 1992
Bachelor of Science, Engineering
WABC Wealth Management February 2013 - Present
Financial Integrity Resources Management, LLC January 2012 - December 2012
Ameriprise Financial June 2002 - December 2011
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Financial Analysis, Mutual Funds, Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Insurance
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Finance
University of Pennsylvania 1989 — 1992
University of Pennsylvania 1988 — 1992
Bachelor of Science, Engineering
Adam Login's Ameriprise Financial Experience November 2010 - February 2011
Job Internal Wholesaler at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America November 2013 - Present
The Prudential Insurance Company of America August 2012 - November 2013
The Prudential Insurance Company of America May 2011 - August 2012
Ameriprise Financial November 2010 - February 2011
American Eagle Financial Services October 2007 - November 2010
LPL Financial October 2007 - April 2009
New York Life May 2006 - October 2007
Hartford Life November 2004 - May 2006
Morgan Stanley June 2004 - September 2004
Skills
Life Insurance
Education
The American College 2014 — 2017
CLU
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
University of Hartford 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The Prudential Insurance Company of America November 2013 - Present
The Prudential Insurance Company of America August 2012 - November 2013
The Prudential Insurance Company of America May 2011 - August 2012
Ameriprise Financial November 2010 - February 2011
American Eagle Financial Services October 2007 - November 2010
LPL Financial October 2007 - April 2009
New York Life May 2006 - October 2007
Hartford Life November 2004 - May 2006
Morgan Stanley June 2004 - September 2004
Skills
Life Insurance
Education
The American College 2014 — 2017
CLU
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
University of Hartford 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Nichole Herrell's Ameriprise Financial Experience 2008 - 2008
Job Manager Direct Ship Onboarding at Kohl's Department Stores
Industry Retail
Experience
Kohls June 2008 - Present
Kohl's Department Stores June 2008 - July 2011
Ameriprise Financial 2008 - 2008
American Express 2004 - 2005
Education
University of Iowa 1997 — 2001
Kohls June 2008 - Present
Kohl's Department Stores June 2008 - July 2011
Ameriprise Financial 2008 - 2008
American Express 2004 - 2005
Education
University of Iowa 1997 — 2001
Jesse Fitz's Ameriprise Financial Experience February 2004 - April 2009
Job Owner, Financial Advisor at Riverside Capital Management
Industry Financial Services
Experience
Riverside Capital Management May 2009 - Present
Ameriprise Financial February 2004 - April 2009
Education
University of Iowa 1998 — 2002
Riverside Capital Management May 2009 - Present
Ameriprise Financial February 2004 - April 2009
Education
University of Iowa 1998 — 2002
Marty Sedoff's Ameriprise Financial Experience December 2003 - February 2010
Job Performance Assessment at Questar Assessment, Inc.
Industry Financial Services
Experience
Edina Public Schools September 2013 - Present
Questar Assessment, Inc. April 2013 - Present
Retired and loving it February 2010 - Present
Amerirpise Financial December 2003 - February 2010
Ameriprise Financial December 2003 - February 2010
Piper Jaffray 2000 - 2002
Skills
Program Management, Team Building, Excel, PowerPoint, Word
Education
University of Saint Thomas - School of Business 1978 — 1980
MBA
University of Mary Washington 1962 — 1966
B.S., Mathematics
Edina Public Schools September 2013 - Present
Questar Assessment, Inc. April 2013 - Present
Retired and loving it February 2010 - Present
Amerirpise Financial December 2003 - February 2010
Ameriprise Financial December 2003 - February 2010
Piper Jaffray 2000 - 2002
Skills
Program Management, Team Building, Excel, PowerPoint, Word
Education
University of Saint Thomas - School of Business 1978 — 1980
MBA
University of Mary Washington 1962 — 1966
B.S., Mathematics
Norman Heard's Ameriprise Financial Experience September 1997 - May 2007
Job Voluntary Benefit at Unum
Industry Insurance
Experience
Unum April 2008 - Present
Pro Unlimited September 2002 - Present
Ameriprise Financial September 1997 - May 2007
National College 2006 - 2007
Unisys 1988 - 1997
Education
University of Louisville 1976 — 1979
Unum April 2008 - Present
Pro Unlimited September 2002 - Present
Ameriprise Financial September 1997 - May 2007
National College 2006 - 2007
Unisys 1988 - 1997
Education
University of Louisville 1976 — 1979
Mary Jo Maloney's Ameriprise Financial Experience October 2010 - Present
Job Director Portfolio Administration at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
Ameriprise Financial August 2005 - June 2009
American Express Financial Advisors June 1994 - August 2005
IDS 1991 - 1994
IDS Financial Services 1987 - 1991
Education
University of St. Thomas 1987 — 1991
MBA, Management
University of Iowa 1982 — 1986
BA, Accounting
Ameriprise Financial October 2010 - Present
Ameriprise Financial August 2005 - June 2009
American Express Financial Advisors June 1994 - August 2005
IDS 1991 - 1994
IDS Financial Services 1987 - 1991
Education
University of St. Thomas 1987 — 1991
MBA, Management
University of Iowa 1982 — 1986
BA, Accounting
Matthew Osendorf's Ameriprise Financial Experience December 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial December 1999 - Present
Education
University of Iowa 1994 — 1998
BA, Psychology
Ameriprise Financial December 1999 - Present
Education
University of Iowa 1994 — 1998
BA, Psychology
Roshan Loungani, CFP(R) CRPC(R)'s Ameriprise Financial Experience October 2000 - January 2008
Job Retirement Specialist & Partner at Arete Wealth Management
Industry Financial Services
Experience
Arete Wealth Management January 2008 - Present
Ameriprise Financial October 2000 - January 2008
desivision November 2004 - June 2006
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1999
B.S., Finance & Marketing
Arete Wealth Management January 2008 - Present
Ameriprise Financial October 2000 - January 2008
desivision November 2004 - June 2006
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1999
B.S., Finance & Marketing
Ari Janjikian's Ameriprise Financial Experience June 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2006 - Present
Education
University of Maryland College Park 2001 — 2004
Criminology
Ameriprise Financial June 2006 - Present
Education
University of Maryland College Park 2001 — 2004
Criminology
Sharon Mckinney's Ameriprise Financial Experience August 2015 - Present
Job Sr Manager Business System Analysts at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. March 2007 - July 2010
Skills
Analysis, Access, Business Analysis, Business Process, Business Requirements, Financial Services, Insurance, Integration, Management, Mergers, Mutual Funds, Process Improvement, Requirements Analysis, Requirements Gathering, Securities, Series 7, Software Documentation, Testing, Training, Vendor Management
Education
University of Iowa 1989 — 2004
Bachelor of Arts (B.A.), Anthropology
Ameriprise Financial August 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. March 2007 - July 2010
Skills
Analysis, Access, Business Analysis, Business Process, Business Requirements, Financial Services, Insurance, Integration, Management, Mergers, Mutual Funds, Process Improvement, Requirements Analysis, Requirements Gathering, Securities, Series 7, Software Documentation, Testing, Training, Vendor Management
Education
University of Iowa 1989 — 2004
Bachelor of Arts (B.A.), Anthropology
Heather Menster's Ameriprise Financial Experience April 2008 - November 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Ameriprise Financial April 2008 - November 2013
Education
University of Florida 2003 — 2007
Bachelor of Arts (BA), History
Ameriprise Financial Services, Inc. November 2013 - Present
Ameriprise Financial April 2008 - November 2013
Education
University of Florida 2003 — 2007
Bachelor of Arts (BA), History
John Yoon's Ameriprise Financial Experience 2006 - 2007
Job Senior Associate at RedRidge Finance Group
Industry Financial Services
Experience
RedRidge Finance Group January 2013 - Present
RedRidge Finance Group April 2011 - December 2012
FTI Consulting 2008 - 2010
Citadel Investment Group 2007 - 2008
Ameriprise Financial 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Due Diligence, Accounting, Corporate Finance, Investments, Direct Lending, Mergers & Acquisitions, Cash Flow Forecasting, Debt & Equity Financing, Restructuring, Asset Management, Risk Management, Portfolio Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Finance
RedRidge Finance Group January 2013 - Present
RedRidge Finance Group April 2011 - December 2012
FTI Consulting 2008 - 2010
Citadel Investment Group 2007 - 2008
Ameriprise Financial 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Due Diligence, Accounting, Corporate Finance, Investments, Direct Lending, Mergers & Acquisitions, Cash Flow Forecasting, Debt & Equity Financing, Restructuring, Asset Management, Risk Management, Portfolio Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Finance
Josh Lelchook's Ameriprise Financial Experience 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors April 2007 - Present
Ameriprise Financial 2007 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Series 7, Asset Allocation, Wealth Management, Financial Planning, Insurance, Financial Services
Education
University of Maryland College Park 1992 — 1994
Bachelor of Science (B.S.), Finance and Economics
University of Maryland
Bachelor's Degree, Finance
Ameriprise Financial Advisors April 2007 - Present
Ameriprise Financial 2007 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Series 7, Asset Allocation, Wealth Management, Financial Planning, Insurance, Financial Services
Education
University of Maryland College Park 1992 — 1994
Bachelor of Science (B.S.), Finance and Economics
University of Maryland
Bachelor's Degree, Finance
Richard Thoma's Ameriprise Financial Experience January 2015 - May 2015
Job Operations Intern at Two Harbors Investment Corp
Industry Financial Services
Experience
University of St. Thomas December 2012 - Present
Two Harbors Investment Corp. June 2015 - August 2015
Ameriprise Financial January 2015 - May 2015
Best Buy September 2010 - January 2014
Skills
Customer Service, Leadership, Public Speaking, Sales, Marketing, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Outlook, Retail Sales, Merchandising, Retail, Time Management, Facebook, Cashiering, Marketing Strategy, Photoshop, Sales Management, Accounting, Teamwork, Mortgage Backed..., Data Analysis
Education
University of St. Thomas 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Sophomore
University of London 2014 — 2014
Business
Marquette University High School 2008 — 2012
University of St. Thomas December 2012 - Present
Two Harbors Investment Corp. June 2015 - August 2015
Ameriprise Financial January 2015 - May 2015
Best Buy September 2010 - January 2014
Skills
Customer Service, Leadership, Public Speaking, Sales, Marketing, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Outlook, Retail Sales, Merchandising, Retail, Time Management, Facebook, Cashiering, Marketing Strategy, Photoshop, Sales Management, Accounting, Teamwork, Mortgage Backed..., Data Analysis
Education
University of St. Thomas 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Sophomore
University of London 2014 — 2014
Business
Marquette University High School 2008 — 2012
Katherine Larlee's Ameriprise Financial Experience September 2004 - Present
Job Registered Principal Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 2004 - Present
Ameriprise Financial Services, Inc. September 2003 - Present
Education
University of Louisville 1984 — 1989
BA
University of Louisville
BS Bachelor of Science Business
Ameriprise Financial September 2004 - Present
Ameriprise Financial Services, Inc. September 2003 - Present
Education
University of Louisville 1984 — 1989
BA
University of Louisville
BS Bachelor of Science Business
Ryan Edison's Ameriprise Financial Experience April 2007 - October 2007
Job
Industry Management Consulting
Experience
McGladrey October 2012 - Present
Borzal Consulting March 2010 - October 2012
Houghton Mifflin Harcourt July 2009 - March 2010
LAMCO Advisory Services, Inc. October 2007 - January 2009
Ameriprise Financial April 2007 - October 2007
Skills
Business Process..., Vendor Management, Project Management, ERP, Financial Reporting, Financial Analysis, Microsoft SQL Server, NetSuite, Salesforce.com..., SharePoint, Visual Basic, Database Administration, Forecasting, Investment Management, Retirement Plan..., Finance, Contact Center Strategy, Management
Education
University of Florida - Warrington College Of Business 2004 — 2006
BS, Finance
McGladrey October 2012 - Present
Borzal Consulting March 2010 - October 2012
Houghton Mifflin Harcourt July 2009 - March 2010
LAMCO Advisory Services, Inc. October 2007 - January 2009
Ameriprise Financial April 2007 - October 2007
Skills
Business Process..., Vendor Management, Project Management, ERP, Financial Reporting, Financial Analysis, Microsoft SQL Server, NetSuite, Salesforce.com..., SharePoint, Visual Basic, Database Administration, Forecasting, Investment Management, Retirement Plan..., Finance, Contact Center Strategy, Management
Education
University of Florida - Warrington College Of Business 2004 — 2006
BS, Finance
Reed Steinmann, CRPS's Ameriprise Financial Experience May 2006 - October 2007
Job VP, DCIO at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Lincoln Financial Group November 2012 - August 2015
DWS Investments January 2010 - November 2012
DWS Investments October 2007 - December 2009
Ameriprise Financial May 2006 - October 2007
New York Life May 2005 - May 2006
Skills
Retirement Services, Retirement, Series 7, Investments, series 3, series 66, 401k, Defined Contribution, Defined Benefit, Qualified Retirement..., FINRA, Strategic Financial..., Sales, Financial Advisory, Insurance, Retirement Planning, Mutual Funds, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.A., Economics
Wells Fargo August 2015 - Present
Lincoln Financial Group November 2012 - August 2015
DWS Investments January 2010 - November 2012
DWS Investments October 2007 - December 2009
Ameriprise Financial May 2006 - October 2007
New York Life May 2005 - May 2006
Skills
Retirement Services, Retirement, Series 7, Investments, series 3, series 66, 401k, Defined Contribution, Defined Benefit, Qualified Retirement..., FINRA, Strategic Financial..., Sales, Financial Advisory, Insurance, Retirement Planning, Mutual Funds, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.A., Economics
Mary Veraa's Ameriprise Financial Experience July 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2005 - Present
Morgan Stanley Financial Services April 2001 - July 2005
Education
University of Houston 1994 — 1997
BA, Economics
Ameriprise Financial July 2005 - Present
Morgan Stanley Financial Services April 2001 - July 2005
Education
University of Houston 1994 — 1997
BA, Economics
Phil Rosenbaum's Ameriprise Financial Experience January 2006 - August 2009
Job XBRL Team Manager at Merrill Corporation
Industry Accounting
Experience
Merrill Corporation January 2010 - Present
Ameriprise Financial January 2006 - August 2009
St. Paul Travelers September 2003 - December 2005
Allianz Life January 2003 - September 2003
Allianz Life September 1999 - June 2002
Life USA July 1996 - August 1999
Life USA October 1992 - June 1996
Ernst & Young November 1987 - September 1992
Peat Marwick September 1983 - October 1987
Education
University of Iowa 1979 — 1983
BBA, Accounting
Merrill Corporation January 2010 - Present
Ameriprise Financial January 2006 - August 2009
St. Paul Travelers September 2003 - December 2005
Allianz Life January 2003 - September 2003
Allianz Life September 1999 - June 2002
Life USA July 1996 - August 1999
Life USA October 1992 - June 1996
Ernst & Young November 1987 - September 1992
Peat Marwick September 1983 - October 1987
Education
University of Iowa 1979 — 1983
BBA, Accounting
Clarice H'ng's Ameriprise Financial Experience 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2007 - Present
MFG(Millennium Funding Group) February 2005 - January 2007
ABFS(American Business Financial Services) July 2002 - February 2005
Education
University of Kentucky 1998 — 2001
BA, Integrated Strategic Communication
Ameriprise Financial 2007 - Present
MFG(Millennium Funding Group) February 2005 - January 2007
ABFS(American Business Financial Services) July 2002 - February 2005
Education
University of Kentucky 1998 — 2001
BA, Integrated Strategic Communication
Steven Klaus, CRPC®, CLTC's Ameriprise Financial Experience February 1997 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial February 1997 - Present
Education
University of Iowa 1971 — 1981
MA
University of Iowa 1964 — 1969
BA
Ameriprise Financial February 1997 - Present
Education
University of Iowa 1971 — 1981
MA
University of Iowa 1964 — 1969
BA
Brian Magney's Ameriprise Financial Experience December 2006 - April 2009
Job Account Executive at moloney + o'neill
Industry Insurance
Experience
moloney + o'neill January 2014 - Present
STEPS Insurance July 2010 - Present
moloney + o'neill July 2010 - December 2013
Northwestern Mutual May 2009 - June 2010
Ameriprise Financial December 2006 - April 2009
Skills
Strategy, Finance, Employee Benefits, Property & Casualty..., Insurance, Disability Insurance, Health Insurance, Life Insurance, Sales, Analysis, Health Savings Accounts
Education
University of Idaho 2003 — 2006
BS Business and Economics, Financial Planning
moloney + o'neill January 2014 - Present
STEPS Insurance July 2010 - Present
moloney + o'neill July 2010 - December 2013
Northwestern Mutual May 2009 - June 2010
Ameriprise Financial December 2006 - April 2009
Skills
Strategy, Finance, Employee Benefits, Property & Casualty..., Insurance, Disability Insurance, Health Insurance, Life Insurance, Sales, Analysis, Health Savings Accounts
Education
University of Idaho 2003 — 2006
BS Business and Economics, Financial Planning
Michael Walder's Ameriprise Financial Experience April 2015 - Present
Job Financial Advisor Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2015 - Present
Wells Fargo Advisors, LLC January 2007 - April 2015
FMSBonds, Inc. September 1994 - December 2006
Education
University of Florida
Ameriprise Financial April 2015 - Present
Wells Fargo Advisors, LLC January 2007 - April 2015
FMSBonds, Inc. September 1994 - December 2006
Education
University of Florida
Sarah Scott Williams's Ameriprise Financial Experience January 1996 - March 2013
Job Retired
Industry Financial Services
Experience
Ameriprise Financial January 1996 - March 2013
Farm Credit Bank of Texas May 1982 - March 1992
Education
Mary Washington College
Ameriprise Financial January 1996 - March 2013
Farm Credit Bank of Texas May 1982 - March 1992
Education
Mary Washington College
Quentin Young's Ameriprise Financial Experience 2004 - December 2011
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. May 2005 - December 2011
Ameriprise financial 2004 - December 2011
Skills
Protection..., Saving for Education, Retirement Plan..., Retirement Income..., Wealth Preservation...
Education
University of Maine 1969 — 1973
Bachelor's degree, Electrical and Electronics Engineering
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. May 2005 - December 2011
Ameriprise financial 2004 - December 2011
Skills
Protection..., Saving for Education, Retirement Plan..., Retirement Income..., Wealth Preservation...
Education
University of Maine 1969 — 1973
Bachelor's degree, Electrical and Electronics Engineering
Shujaat Shah's Ameriprise Financial Experience September 2008 - Present
Job Manager Procurement Operations at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2008 - Present
Bank of America February 2008 - September 2008
MetLife February 2007 - February 2008
Skills
Procurement, PeopleSoft, Ariba, Operations Management, Purchasing, Account Reconciliation, Process Improvement, Business Process..., Leadership, Management
Education
University of Kashmir 2002 — 2005
BBA
Ameriprise Financial September 2008 - Present
Bank of America February 2008 - September 2008
MetLife February 2007 - February 2008
Skills
Procurement, PeopleSoft, Ariba, Operations Management, Purchasing, Account Reconciliation, Process Improvement, Business Process..., Leadership, Management
Education
University of Kashmir 2002 — 2005
BBA
Ken Naatz's Ameriprise Financial Experience August 2011 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial August 2011 - Present
McDonald's Corporation August 1978 - July 2011
McDonalds Corporation 1978 - 2011
Skills
HRIS, Payroll, Employee Benefits, Succession Planning, Deferred Compensation, Employee Relations, Microsoft Excel, Employee Engagement, Performance Management, Microsoft Office, Talent Management
Education
University of Illinois at Urbana-Champaign 1970 — 1974
BS, Accountancy
Ameriprise Financial August 2011 - Present
McDonald's Corporation August 1978 - July 2011
McDonalds Corporation 1978 - 2011
Skills
HRIS, Payroll, Employee Benefits, Succession Planning, Deferred Compensation, Employee Relations, Microsoft Excel, Employee Engagement, Performance Management, Microsoft Office, Talent Management
Education
University of Illinois at Urbana-Champaign 1970 — 1974
BS, Accountancy
Darren Speidel's Ameriprise Financial Experience August 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2002 - Present
Education
University of Iowa 1984 — 1989
Bachelor of Arts (BA), English
Ameriprise Financial August 2002 - Present
Education
University of Iowa 1984 — 1989
Bachelor of Arts (BA), English
Allison LeBlanc, CRPC's Ameriprise Financial Experience October 2003 - March 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. - franchise with the practice of Brett Broussard February 2011 - Present
Schumacher Group March 2009 - February 2011
Ameriprise Financial October 2003 - March 2008
Skills
Financial Planning, Retirement Planning
Education
University of Louisiana at Lafayette 2001 — 2003
BS, Accounting & Finance
Ameriprise Financial Services, Inc. - franchise with the practice of Brett Broussard February 2011 - Present
Schumacher Group March 2009 - February 2011
Ameriprise Financial October 2003 - March 2008
Skills
Financial Planning, Retirement Planning
Education
University of Louisiana at Lafayette 2001 — 2003
BS, Accounting & Finance
Chris Kerner's Ameriprise Financial Experience February 2010 - May 2010
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Ameriprise Financial February 2010 - May 2010
Gammon Financial January 2008 - February 2010
Calderon and Sons, Inc., Fencing Company February 2007 - November 2007
The Capital, Annapolis daily newspaper March 2005 - May 2007
Skills
Microsoft Office, Customer Service, Workshop Facilitation, Financial Services, QuickBooks, Quality Control, Customer Satisfaction, Series 7, Analysis, Statistics, Securities, Investments, Editing, Wealth Management, Banking, Risk Management
Education
University of Maryland Baltimore County
Bachelor of Arts, History
Morgan Stanley June 2010 - Present
Ameriprise Financial February 2010 - May 2010
Gammon Financial January 2008 - February 2010
Calderon and Sons, Inc., Fencing Company February 2007 - November 2007
The Capital, Annapolis daily newspaper March 2005 - May 2007
Skills
Microsoft Office, Customer Service, Workshop Facilitation, Financial Services, QuickBooks, Quality Control, Customer Satisfaction, Series 7, Analysis, Statistics, Securities, Investments, Editing, Wealth Management, Banking, Risk Management
Education
University of Maryland Baltimore County
Bachelor of Arts, History
Jeremiah Hartley's Ameriprise Financial Experience January 2005 - November 2008
Job Sr. FSA at BBVA Compass
Industry Banking
Experience
BBVA Compass November 2008 - Present
Ameriprise Financial January 2005 - November 2008
Skills
Wealth Management, Investments, Loans, Finance, Mortgage Lending, Banking, Portfolio Management, Credit, Series 7, Series 63, Strategic Financial..., Retirement Planning, Financial Analysis, Mutual Funds, Risk Management, Fixed Annuities, Estate Planning, Investment Advisory, Asset Allocation, Asset Management
Education
University of Houston-Clear Lake
BBVA Compass November 2008 - Present
Ameriprise Financial January 2005 - November 2008
Skills
Wealth Management, Investments, Loans, Finance, Mortgage Lending, Banking, Portfolio Management, Credit, Series 7, Series 63, Strategic Financial..., Retirement Planning, Financial Analysis, Mutual Funds, Risk Management, Fixed Annuities, Estate Planning, Investment Advisory, Asset Allocation, Asset Management
Education
University of Houston-Clear Lake
David Soiferman's Ameriprise Financial Experience April 2010 - Present
Job financial advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
GunnAllen Financial November 2001 - March 2010
Education
University of Florida - Warrington College of Business Administration 1985 — 1989
bachelor of science, finance
Ameriprise Financial April 2010 - Present
GunnAllen Financial November 2001 - March 2010
Education
University of Florida - Warrington College of Business Administration 1985 — 1989
bachelor of science, finance
Wade Stephens's Ameriprise Financial Experience Transportation SpecialistUnited States Air ForceMarch 2013 - Present
Job Transportation Specialist at United States Air Force
Industry Financial Services
Experience
Ameriprise Financial Transportation SpecialistUnited States Air ForceMarch 2013 - Present
Skills
Leadership, Microsoft Excel, Marketing Strategy, Sales, PowerPoint, Microsoft Office, Social Media
Education
University of Maryland College Park 2007 — 2012
Bachelor of Arts (B.A.), Criminal Justice and Criminology
Ameriprise Financial Transportation SpecialistUnited States Air ForceMarch 2013 - Present
Skills
Leadership, Microsoft Excel, Marketing Strategy, Sales, PowerPoint, Microsoft Office, Social Media
Education
University of Maryland College Park 2007 — 2012
Bachelor of Arts (B.A.), Criminal Justice and Criminology
Michael Trible's Ameriprise Financial Experience December 2012 - June 2014
Job Regional Risk Supervisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial December 2012 - June 2014
Ameriprise Financial June 2010 - December 2012
Ameriprise Financial April 2002 - June 2010
Ameriprise Financial Services, Inc. August 1999 - April 2002
Education
University of Evansville 1971 — 1975
BSMT, Medical Technology
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial December 2012 - June 2014
Ameriprise Financial June 2010 - December 2012
Ameriprise Financial April 2002 - June 2010
Ameriprise Financial Services, Inc. August 1999 - April 2002
Education
University of Evansville 1971 — 1975
BSMT, Medical Technology
Snorria Maeshack's Ameriprise Financial Experience
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial
Skills
Risk Management, Financial Analysis, Banking, Strategic Planning, Retirement Planning, Microsoft Office, Leadership, Accounting
Education
Southern university
University of Louisville
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Missouri-Columbia
Masters of Science
Ameriprise Financial
Skills
Risk Management, Financial Analysis, Banking, Strategic Planning, Retirement Planning, Microsoft Office, Leadership, Accounting
Education
Southern university
University of Louisville
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Missouri-Columbia
Masters of Science
Chris Dobberstein's Ameriprise Financial Experience November 2008 - August 2015
Job Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial November 2008 - August 2015
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Series 7, Portfolio Management, Management
Education
University of Florida - Warrington College Of Business 1990 — 1994
B.S, Finance and Economics
University of Florida
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial November 2008 - August 2015
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Series 7, Portfolio Management, Management
Education
University of Florida - Warrington College Of Business 1990 — 1994
B.S, Finance and Economics
University of Florida
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.