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
Paul A. DeCouto Jr. CRPS® Paul A. DeCouto Jr. CRPS®'s Ameriprise Financial Experience January 2007 - October 2008
Job Business Development Manager | Financial Reporting & Accounting Software Solutions
Industry Computer Software
Experience
Runbook November 2014 - Present
Professional Distinction January 2011 - Present
Mutual of America January 2012 - April 2013
Transamerica Life Insurance Company October 2008 - January 2011
Ameriprise Financial January 2007 - October 2008
The Guardian Life Insurance Company of America October 2004 - January 2007
Putnam Investments August 2002 - October 2004
Skills
Series 7, Series 63, Retirement Plan..., Annuities, Life, Accident, Health,..., Financial Planning, Wholesaling, Business Management, Marketing Strategy, Direct Sales, Mutual Funds, Retirement Income..., Sales Presentations, Business Consulting, Group Retirement Plans, Series 6, 401k, 403 b, Retirement, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Variable Annuities, Business Development, Investments, Leadership, Sales, Marketing, Sales Management, Training, Life Insurance, Management, Finance, CRM, Strategy, Consulting, Employee Benefits, Wealth Management, Business Strategy, Customer Service, Solution Selling, Professional Services, Relationship Management, Asset Management
Education
University of Massachusetts Dartmouth
Bachelors of Science, Business Management- Marketing
Runbook November 2014 - Present
Professional Distinction January 2011 - Present
Mutual of America January 2012 - April 2013
Transamerica Life Insurance Company October 2008 - January 2011
Ameriprise Financial January 2007 - October 2008
The Guardian Life Insurance Company of America October 2004 - January 2007
Putnam Investments August 2002 - October 2004
Skills
Series 7, Series 63, Retirement Plan..., Annuities, Life, Accident, Health,..., Financial Planning, Wholesaling, Business Management, Marketing Strategy, Direct Sales, Mutual Funds, Retirement Income..., Sales Presentations, Business Consulting, Group Retirement Plans, Series 6, 401k, 403 b, Retirement, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Variable Annuities, Business Development, Investments, Leadership, Sales, Marketing, Sales Management, Training, Life Insurance, Management, Finance, CRM, Strategy, Consulting, Employee Benefits, Wealth Management, Business Strategy, Customer Service, Solution Selling, Professional Services, Relationship Management, Asset Management
Education
University of Massachusetts Dartmouth
Bachelors of Science, Business Management- Marketing
Dionice Villamor, CIA, CRMA Dionice Villamor, CIA, CRMA's Ameriprise Financial Experience May 2004 - May 2010
Job Senior Internal Auditor at PayPal
Industry Internet
Experience
PayPal July 2015 - Present
eBay April 2013 - July 2015
General Mills April 2012 - March 2013
Best Buy May 2010 - April 2012
Ameriprise Financial May 2004 - May 2010
Skills
Financial Analysis, Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Risk Assessment, Gap Analysis, Enterprise Risk..., Team Leadership, Relationship Management, Operational Risk, Financial Risk, Technology Risk, Project Management, Acquisitions, Assurance, Special Investigations, Risk Based Testing, Report Writing, Vendor Management, Methodology, Process Control, System Implementations, Coaching, Control Environment, Liaison, Data Analysis, SAP, Process Improvement, Risk Management, Accounting, Leadership, Business Process..., Sarbanes-Oxley, Strategy, Mergers & Acquisitions, Management
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Management
University of Minnesota - Carlson School of Management
Bachelor’s Degree, Finance
PayPal July 2015 - Present
eBay April 2013 - July 2015
General Mills April 2012 - March 2013
Best Buy May 2010 - April 2012
Ameriprise Financial May 2004 - May 2010
Skills
Financial Analysis, Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Risk Assessment, Gap Analysis, Enterprise Risk..., Team Leadership, Relationship Management, Operational Risk, Financial Risk, Technology Risk, Project Management, Acquisitions, Assurance, Special Investigations, Risk Based Testing, Report Writing, Vendor Management, Methodology, Process Control, System Implementations, Coaching, Control Environment, Liaison, Data Analysis, SAP, Process Improvement, Risk Management, Accounting, Leadership, Business Process..., Sarbanes-Oxley, Strategy, Mergers & Acquisitions, Management
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Management
University of Minnesota - Carlson School of Management
Bachelor’s Degree, Finance
Lois Gregory Lois Gregory's Ameriprise Financial Experience April 2009 - June 2009
Job Registered Investment Assistant at Pension Builders & Consultants
Industry Financial Services
Experience
Pension Builders & Consultants March 2012 - Present
Rehmann Financial January 2010 - March 2012
Ameriprise Financial April 2009 - June 2009
Merrill Lynch 2008 - 2008
Skills
Securities, Retirement Planning, Financial Advisory, Finance, Investments, Strategic Financial..., Banking, Credit, Series 7, FINRA, Uniform Combined State..., Integrated Marketing, Portfolio Management, Customer Service, 401k, Microsoft Excel, Mutual Funds, High Net Worth..., Wealth Management..., Retirement, Leadership, Due Diligence, Financial Planning
Education
University of Michigan
B.A., English Language & Literature
Pension Builders & Consultants March 2012 - Present
Rehmann Financial January 2010 - March 2012
Ameriprise Financial April 2009 - June 2009
Merrill Lynch 2008 - 2008
Skills
Securities, Retirement Planning, Financial Advisory, Finance, Investments, Strategic Financial..., Banking, Credit, Series 7, FINRA, Uniform Combined State..., Integrated Marketing, Portfolio Management, Customer Service, 401k, Microsoft Excel, Mutual Funds, High Net Worth..., Wealth Management..., Retirement, Leadership, Due Diligence, Financial Planning
Education
University of Michigan
B.A., English Language & Literature
Seth Steinbach Seth Steinbach's Ameriprise Financial Experience September 2005 - April 2009
Job
Industry Financial Services
Experience
MoneyGram International March 2012 - Present
U.S. Navy Reserve May 2008 - May 2012
Ameriprise Financial Services, Inc. April 2009 - March 2012
Ameriprise Financial September 2005 - April 2009
Army National Guard June 2002 - May 2008
American Express 2000 - 2005
Skills
Enterprise Software, Data Center, Vendor Management, Leadership, Security, Management, IT Strategy, Virtualization, Strategy, Enterprise Architecture
Education
University of Minnesota - Carlson School of Management 1997 — 2001
B.S.B, Management of Information Systems and Entrepreneurial Studies
MoneyGram International March 2012 - Present
U.S. Navy Reserve May 2008 - May 2012
Ameriprise Financial Services, Inc. April 2009 - March 2012
Ameriprise Financial September 2005 - April 2009
Army National Guard June 2002 - May 2008
American Express 2000 - 2005
Skills
Enterprise Software, Data Center, Vendor Management, Leadership, Security, Management, IT Strategy, Virtualization, Strategy, Enterprise Architecture
Education
University of Minnesota - Carlson School of Management 1997 — 2001
B.S.B, Management of Information Systems and Entrepreneurial Studies
David M Fogel David M Fogel's Ameriprise Financial Experience June 2005 - Present
Job Vice President & Group Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2005 - Present
AIG SunAmerica December 2002 - June 2005
RBC Wealth Management September 1998 - December 2002
Zelle Hofmann 1993 - 1998
Skills
Insurance, Licensing, Financial Services, Litigation, Arbitration, FINRA, Securities, Series 7, Series 24, Securities Regulation, Mediation, Contract Negotiation, Dispute Resolution, Legal Compliance, Financial Regulation, Civil Litigation, Legal Writing, Series 63, AML, Risk Management, Investment Advisory, Mutual Funds, Anti Money Laundering
Education
University of Minnesota Law School 1991 — 1994
JD, Law
University of Minnesota - Carlson School of Management 1989 — 1990
BSB, Business
University of Minnesota-Twin Cities 1987 — 1989
Bachelor of Science (BSc), General
University of Wisconsin-Madison 1986 — 1987
General
Ameriprise Financial June 2005 - Present
AIG SunAmerica December 2002 - June 2005
RBC Wealth Management September 1998 - December 2002
Zelle Hofmann 1993 - 1998
Skills
Insurance, Licensing, Financial Services, Litigation, Arbitration, FINRA, Securities, Series 7, Series 24, Securities Regulation, Mediation, Contract Negotiation, Dispute Resolution, Legal Compliance, Financial Regulation, Civil Litigation, Legal Writing, Series 63, AML, Risk Management, Investment Advisory, Mutual Funds, Anti Money Laundering
Education
University of Minnesota Law School 1991 — 1994
JD, Law
University of Minnesota - Carlson School of Management 1989 — 1990
BSB, Business
University of Minnesota-Twin Cities 1987 — 1989
Bachelor of Science (BSc), General
University of Wisconsin-Madison 1986 — 1987
General
Chuck Minahan, CDFA™, CRPC® Chuck Minahan, CDFA™, CRPC®'s Ameriprise Financial Experience June 2006 - January 2009
Job Wealth Manager at Gateway Financial Partners
Industry Financial Services
Experience
Gateway Financial Partners May 2013 - Present
Cornerstone Wealth Management Group January 2009 - May 2013
Ameriprise Financial June 2006 - January 2009
Skills
Certified Divorce..., Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Alternative Investments, Series 7, Financial Analysis, Insurance, Asset Management
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Science, Sports Management
Gateway Financial Partners May 2013 - Present
Cornerstone Wealth Management Group January 2009 - May 2013
Ameriprise Financial June 2006 - January 2009
Skills
Certified Divorce..., Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Alternative Investments, Series 7, Financial Analysis, Insurance, Asset Management
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Science, Sports Management
Amanda Sinclair's Ameriprise Financial Experience December 2010 - March 2011
Job Email Marketing Specialist at AAA Life Insurance Company
Industry Marketing and Advertising
Experience
AAA Life Insurance Company July 2014 - Present
AAA Life Insurance Company June 2013 - Present
ePrize March 2011 - June 2013
Ameriprise Financial December 2010 - March 2011
Canton Leisure Services May 2008 - March 2011
Skills
Social Media, Management, Marketing, Social Media Marketing, Digital Marketing, Interactive Marketing, Email Marketing, Event Planning, Budgets, Analytics, Media Planning, Customer Service, Online Advertising, Marketing Communications, Marketing Strategy, Web Project Management, Project Planning, Direct Marketing, PowerPoint, Event Management, Microsoft Office, Adobe Campaign..., SQL Server Management..., Customer Marketing, ExactTarget
Education
University of Michigan-Dearborn 2007 — 2011
Bachelor of Arts, Public Communication and Culture Studies
AAA Life Insurance Company July 2014 - Present
AAA Life Insurance Company June 2013 - Present
ePrize March 2011 - June 2013
Ameriprise Financial December 2010 - March 2011
Canton Leisure Services May 2008 - March 2011
Skills
Social Media, Management, Marketing, Social Media Marketing, Digital Marketing, Interactive Marketing, Email Marketing, Event Planning, Budgets, Analytics, Media Planning, Customer Service, Online Advertising, Marketing Communications, Marketing Strategy, Web Project Management, Project Planning, Direct Marketing, PowerPoint, Event Management, Microsoft Office, Adobe Campaign..., SQL Server Management..., Customer Marketing, ExactTarget
Education
University of Michigan-Dearborn 2007 — 2011
Bachelor of Arts, Public Communication and Culture Studies
Aaron Wold's Ameriprise Financial Experience June 2007 - November 2007
Job Sales Director at Outbrain
Industry Marketing and Advertising
Experience
Outbrain July 2015 - Present
Phunware, Inc. October 2014 - July 2015
Visible Measures April 2011 - October 2014
YuMe Networks May 2010 - April 2011
Haworth Marketing & Media December 2007 - May 2010
Ameriprise Financial June 2007 - November 2007
Skills
Advertising, Online Advertising, Digital Strategy, Video, Publishing, Media Planning, Digital Marketing, Digital Media, Media Buying, Interactive Marketing, Mobile Advertising, Online Marketing, SEM
Education
University of Minnesota - Carlson School of Management 2006 — 2006
University of Minnesota Duluth 2002 — 2006
B.B.A. Marketing, Marketing and Psychology
Outbrain July 2015 - Present
Phunware, Inc. October 2014 - July 2015
Visible Measures April 2011 - October 2014
YuMe Networks May 2010 - April 2011
Haworth Marketing & Media December 2007 - May 2010
Ameriprise Financial June 2007 - November 2007
Skills
Advertising, Online Advertising, Digital Strategy, Video, Publishing, Media Planning, Digital Marketing, Digital Media, Media Buying, Interactive Marketing, Mobile Advertising, Online Marketing, SEM
Education
University of Minnesota - Carlson School of Management 2006 — 2006
University of Minnesota Duluth 2002 — 2006
B.B.A. Marketing, Marketing and Psychology
Kevin O'Hara ChFC®, CFP® Kevin O'Hara ChFC®, CFP®'s Ameriprise Financial Experience October 1995 - Present
Job Private Wealth AdvisorBusiness Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial October 1995 - Present
Education
University of Michigan 1991 — 1995
Ameriprise Financial October 1995 - Present
Education
University of Michigan 1991 — 1995
Dieter Jacobs Dieter Jacobs's Ameriprise Financial Experience 2007 - 2014
Job Director of Communications at Sock Panda
Industry Writing and Editing
Experience
Sock Panda June 2014 - November 2014
Ameriprise Financial 2007 - 2014
Skills
Social Networking, Social Media, Copy Editing, Marketing Strategy, Social Media Marketing, Marketing, Event Planning, Advertising, Event Management, Strategic Planning, Digital Media, Online Marketing, Customer Service, Public Speaking
Education
University of Miami
Sock Panda June 2014 - November 2014
Ameriprise Financial 2007 - 2014
Skills
Social Networking, Social Media, Copy Editing, Marketing Strategy, Social Media Marketing, Marketing, Event Planning, Advertising, Event Management, Strategic Planning, Digital Media, Online Marketing, Customer Service, Public Speaking
Education
University of Miami
Nikolas V. Butkov Nikolas V. Butkov's Ameriprise Financial Experience October 2010 - Present
Job Financial Advisor and Chartered Retirement Planning Counselor,Pio Costa & Assoc. 2013 2015 Five Star Wealth Manager NJ
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
TD Banknorth Investment Group November 2006 - October 2009
Edward Jones May 2003 - June 2005
UBS 2001 - 2003
DRG International, Inc. September 1984 - June 2001
Education
University of Missouri-Saint Louis 1968 — 1971
philosophy
University of Miami 1967 — 1969
Chemistry, Mathematics
Ameriprise Financial October 2010 - Present
TD Banknorth Investment Group November 2006 - October 2009
Edward Jones May 2003 - June 2005
UBS 2001 - 2003
DRG International, Inc. September 1984 - June 2001
Education
University of Missouri-Saint Louis 1968 — 1971
philosophy
University of Miami 1967 — 1969
Chemistry, Mathematics
Dustin Leszcynski Dustin Leszcynski's Ameriprise Financial Experience September 2010 - January 2011
Job Sr. Recruiting Manager at Wayfair
Industry Human Resources
Experience
Wayfair May 2015 - Present
Hewlett-Packard January 2015 - May 2015
Hewlett-Packard January 2013 - January 2015
Hewlett-Packard July 2011 - January 2013
Data Recognition Corporation February 2011 - May 2011
Ameriprise Financial September 2010 - January 2011
Hewlett-Packard June 2010 - August 2010
HealthEast June 2009 - June 2010
Minnesota Vikings Football, LLC September 2009 - October 2009
Graybar Electric October 2008 - January 2009
Education
University of Minnesota - Carlson School of Management 2009 — 2011
M.A., Human Resources and Industrial Relations, 3.51 out of 4.00
University of Minnesota-Duluth 2003 — 2006
B.S., Exercise Science, Psychology, 3.53 out of 4.00
Wayfair May 2015 - Present
Hewlett-Packard January 2015 - May 2015
Hewlett-Packard January 2013 - January 2015
Hewlett-Packard July 2011 - January 2013
Data Recognition Corporation February 2011 - May 2011
Ameriprise Financial September 2010 - January 2011
Hewlett-Packard June 2010 - August 2010
HealthEast June 2009 - June 2010
Minnesota Vikings Football, LLC September 2009 - October 2009
Graybar Electric October 2008 - January 2009
Education
University of Minnesota - Carlson School of Management 2009 — 2011
M.A., Human Resources and Industrial Relations, 3.51 out of 4.00
University of Minnesota-Duluth 2003 — 2006
B.S., Exercise Science, Psychology, 3.53 out of 4.00
David Ly David Ly's Ameriprise Financial Experience June 2010 - August 2010
Job Strategic Selling & Pricing Category Development Analyst at Hormel Foods
Industry Marketing and Advertising
Experience
Hormel Foods May 2015 - Present
General Mills March 2014 - May 2015
Deloitte Consulting July 2012 - December 2013
Target June 2011 - August 2011
UnitedHealth Group December 2010 - May 2011
Business Association of Multicultural Students January 2010 - December 2010
Carlson School of Management August 2010 - November 2010
Ameriprise Financial June 2010 - August 2010
Multicultural Family Literacy Program August 2009 - June 2010
Bubba Gump Shrimp Co. May 2009 - April 2010
Skills
Six Sigma, Project Management, Process Improvement, Talent Acquisition, Diversity Recruitment, Talent Management, Training & Development, Kaizen, Recruiting, Interviews, Competitive Landscape..., Data Analysis, SQL, Data Visualization, Presentations, Human Resources, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, BA, Human Resources and Industrial Relations, Operations Management Sciences, Japanese
EVHS
EVHS
Hormel Foods May 2015 - Present
General Mills March 2014 - May 2015
Deloitte Consulting July 2012 - December 2013
Target June 2011 - August 2011
UnitedHealth Group December 2010 - May 2011
Business Association of Multicultural Students January 2010 - December 2010
Carlson School of Management August 2010 - November 2010
Ameriprise Financial June 2010 - August 2010
Multicultural Family Literacy Program August 2009 - June 2010
Bubba Gump Shrimp Co. May 2009 - April 2010
Skills
Six Sigma, Project Management, Process Improvement, Talent Acquisition, Diversity Recruitment, Talent Management, Training & Development, Kaizen, Recruiting, Interviews, Competitive Landscape..., Data Analysis, SQL, Data Visualization, Presentations, Human Resources, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, BA, Human Resources and Industrial Relations, Operations Management Sciences, Japanese
EVHS
EVHS
Dan Vogtman Dan Vogtman's Ameriprise Financial Experience December 2003 - June 2005
Job Business System Analyst
Industry Food Production
Experience
DCA Manufacturing November 2012 - January 2015
Euler Hermes (a subsidiary of Allianz) May 2010 - November 2012
Verizon SuperMedia July 2005 - May 2010
Ameriprise Financial December 2003 - June 2005
AmeriPride Services June 1999 - December 2003
Skills
CRM, Business Analysis, Salesforce.com..., Project Management, Strategy, Sales Operations, Leadership, Team Leadership, Business Strategy, Product Management, Management, Product Marketing, Account Management, Negotiation, Marketing Strategy, Strategic Planning, Sales Process, B2B, Sales Management
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
University of Minnesota-Twin Cities 1993 — 1998
Bachelor of Science
DCA Manufacturing November 2012 - January 2015
Euler Hermes (a subsidiary of Allianz) May 2010 - November 2012
Verizon SuperMedia July 2005 - May 2010
Ameriprise Financial December 2003 - June 2005
AmeriPride Services June 1999 - December 2003
Skills
CRM, Business Analysis, Salesforce.com..., Project Management, Strategy, Sales Operations, Leadership, Team Leadership, Business Strategy, Product Management, Management, Product Marketing, Account Management, Negotiation, Marketing Strategy, Strategic Planning, Sales Process, B2B, Sales Management
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
University of Minnesota-Twin Cities 1993 — 1998
Bachelor of Science
Alex Schwappach Alex Schwappach's Ameriprise Financial Experience June 2014 - August 2014
Job Advisor Center Intern at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2014 - August 2014
EPIQ Partners, LLC February 2014 - May 2014
Modern Survey April 2013 - April 2014
Interlachen Country Club August 2007 - August 2012
Skills
Leadership, PowerPoint, Social Media, Microsoft Office, Customer Service, Event Planning, Financial Analysis, Time Management, OS X, Microsoft Excel, Microsoft Word, Management, Project Management, Teamwork, Marketing, Public Speaking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Curtis L. Carlson School of Management
Bachelor of Science, Business; Finance
Edina High School
Ameriprise Financial June 2014 - August 2014
EPIQ Partners, LLC February 2014 - May 2014
Modern Survey April 2013 - April 2014
Interlachen Country Club August 2007 - August 2012
Skills
Leadership, PowerPoint, Social Media, Microsoft Office, Customer Service, Event Planning, Financial Analysis, Time Management, OS X, Microsoft Excel, Microsoft Word, Management, Project Management, Teamwork, Marketing, Public Speaking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Curtis L. Carlson School of Management
Bachelor of Science, Business; Finance
Edina High School
John A. Stauffer's Ameriprise Financial Experience 2009 - 2010
Job Administrator / Manager / Salesman / Teacher / Financial Manager
Industry Publishing
Experience
Sinha Aerials LLC 2011 - Present
Ameriprise Financial 2009 - 2010
United Way of Greater Niles 2002 - 2009
Gemini Publications 2000 - 2001
Kable Media Services 1976 - 1999
Skills
Investments, Series 7, Insurance, Financial Advisory, Public Relations, Marketing, Training, Education, Management, Non-profit..., Fundraising, Event Planning, Event Management, Budget, Records Management, People Skills, Sales, Retail, Coaching, Forecasting, Recruiting, Banking, Account Management, Product Marketing, Customer Service, Public Speaking, Employee Benefits, Team Building, Budgets
Education
University of Michigan 1970 — 1974
BM, Music, Education, Economics
Kaplan Financial 2009 — 2009
Series 7, Series 66, Insurance, Annuities
Southwestern Michigan College
Information Systems, Residential Home Building
Sinha Aerials LLC 2011 - Present
Ameriprise Financial 2009 - 2010
United Way of Greater Niles 2002 - 2009
Gemini Publications 2000 - 2001
Kable Media Services 1976 - 1999
Skills
Investments, Series 7, Insurance, Financial Advisory, Public Relations, Marketing, Training, Education, Management, Non-profit..., Fundraising, Event Planning, Event Management, Budget, Records Management, People Skills, Sales, Retail, Coaching, Forecasting, Recruiting, Banking, Account Management, Product Marketing, Customer Service, Public Speaking, Employee Benefits, Team Building, Budgets
Education
University of Michigan 1970 — 1974
BM, Music, Education, Economics
Kaplan Financial 2009 — 2009
Series 7, Series 66, Insurance, Annuities
Southwestern Michigan College
Information Systems, Residential Home Building
Kanchan Mukherjee, PMP®, CSM® Kanchan Mukherjee, PMP®, CSM®'s Ameriprise Financial Experience 2010 - 2013
Job Seeking program/product management opportunities
Industry Financial Services
Experience
HSBC May 2015 - July 2015
Ameriprise Financial 2010 - 2013
Ameriprise Financial Services, Inc. 2007 - 2010
Oracle Financial Services Software 2005 - 2006
Cognizant Technology Solutions 2003 - 2005
Avesta Computer Services 2000 - 2003
Skills
Cross-functional Team..., Business Analysis, CRM, Program Management, Strategy, Financial Services, Leadership, Management, SDLC, Analysis, Vendor Management, Banking, Strategic Planning, Financial Analysis, Business Development, Product Development, Agile Project Management
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Marketing
University of Mumbai 1993 — 1997
Bachelor of Science (BS), Computer Engineering
Swami Vivekanand High School 1980 — 1993
HSBC May 2015 - July 2015
Ameriprise Financial 2010 - 2013
Ameriprise Financial Services, Inc. 2007 - 2010
Oracle Financial Services Software 2005 - 2006
Cognizant Technology Solutions 2003 - 2005
Avesta Computer Services 2000 - 2003
Skills
Cross-functional Team..., Business Analysis, CRM, Program Management, Strategy, Financial Services, Leadership, Management, SDLC, Analysis, Vendor Management, Banking, Strategic Planning, Financial Analysis, Business Development, Product Development, Agile Project Management
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Marketing
University of Mumbai 1993 — 1997
Bachelor of Science (BS), Computer Engineering
Swami Vivekanand High School 1980 — 1993
Janelle Timko's Ameriprise Financial Experience January 2001 - Present
Job Project Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2001 - Present
TCR Corporation June 1999 - January 2001
Skills
PMO, Project Management, SharePoint, SDLC, Project Portfolio..., iOS, Office 2010, Management, Databases, Visio, Windows 7, Software Documentation, Vendor Management, Process Improvement, Collaborative Work, Troubleshooting, Enterprise Architecture, Solution Architecture, Team Management, Requirements Gathering, ITIL
Education
University of Minnesota - Carlson School of Management 1997 — 2001
BS, MIS, Marketing
Ameriprise Financial January 2001 - Present
TCR Corporation June 1999 - January 2001
Skills
PMO, Project Management, SharePoint, SDLC, Project Portfolio..., iOS, Office 2010, Management, Databases, Visio, Windows 7, Software Documentation, Vendor Management, Process Improvement, Collaborative Work, Troubleshooting, Enterprise Architecture, Solution Architecture, Team Management, Requirements Gathering, ITIL
Education
University of Minnesota - Carlson School of Management 1997 — 2001
BS, MIS, Marketing
Steve Moen Steve Moen's Ameriprise Financial Experience 2005 - 2007
Job Senior Vice President at Advantus Capital Management
Industry Financial Services
Experience
Advantus Capital Management 2012 - Present
UBS Global Asset Management 2011 - 2012
Genworth Financial 2007 - 2011
Ameriprise Financial 2005 - 2007
American Express 1986 - 2005
Skills
Retirement, Pensions, Institutional, Retirement Services, 401k, Investments, Series 7, Mutual Funds, Defined Contribution, Series 63, Insurance, Investment Strategies, Financial Advisory, Relationship Management, Asset Allocation, Fixed Annuities
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BSB, Finance
Advantus Capital Management 2012 - Present
UBS Global Asset Management 2011 - 2012
Genworth Financial 2007 - 2011
Ameriprise Financial 2005 - 2007
American Express 1986 - 2005
Skills
Retirement, Pensions, Institutional, Retirement Services, 401k, Investments, Series 7, Mutual Funds, Defined Contribution, Series 63, Insurance, Investment Strategies, Financial Advisory, Relationship Management, Asset Allocation, Fixed Annuities
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BSB, Finance
Kari Padayachee Kari Padayachee's Ameriprise Financial Experience May 2010 - November 2013
Job MBA, Manager, Team Practices at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Encompass Law, PLLC May 2013 - Present
Ameriprise Financial May 2010 - November 2013
Ameriprise Financial Services, Inc. May 2008 - May 2010
TCF Bank July 2006 - April 2008
University of St. Thomas August 2002 - May 2005
Skills
Social Media, Financial Services, Investments, Project Management, Business Strategy, Marketing Strategy, Management, Networking, Compliance, Business Process Design, Brand Development, PowerPoint
Education
University of Minnesota - Carlson School of Management 2009 — 2014
MBA, Business Strategy & Marketing
University of St. Thomas - Opus College of Business 2001 — 2005
BA, Marketing Management & Entrepreneurship
Ameriprise Financial Services, Inc. November 2013 - Present
Encompass Law, PLLC May 2013 - Present
Ameriprise Financial May 2010 - November 2013
Ameriprise Financial Services, Inc. May 2008 - May 2010
TCF Bank July 2006 - April 2008
University of St. Thomas August 2002 - May 2005
Skills
Social Media, Financial Services, Investments, Project Management, Business Strategy, Marketing Strategy, Management, Networking, Compliance, Business Process Design, Brand Development, PowerPoint
Education
University of Minnesota - Carlson School of Management 2009 — 2014
MBA, Business Strategy & Marketing
University of St. Thomas - Opus College of Business 2001 — 2005
BA, Marketing Management & Entrepreneurship
Keith Dieruf Keith Dieruf's Ameriprise Financial Experience April 2007 - April 2010
Job Senior Director, Digital Marketing at Life Time The Healthy Way of Life Company
Industry Marketing and Advertising
Experience
Life Time - The Healthy Way of Life Company November 2014 - Present
Life Time Fitness October 2012 - October 2014
Ameriprise Financial Services, Inc. May 2010 - October 2012
Ameriprise Financial April 2007 - April 2010
Haworth Marketing & Media October 2004 - March 2007
MRM Worldwide May 2002 - October 2004
Skills
Digital Marketing, Direct Marketing, Digital Strategy, Direct Response, Integrated Marketing, Local Marketing, Mobile Advertising, Online Advertising, PPC, SEO, SEM, Social Media Marketing, Web Analytics, Interactive Marketing, Advertising, Interactive Advertising, Digital Media
Education
University of Minnesota - Carlson School of Management
BSB, Marketing
Life Time - The Healthy Way of Life Company November 2014 - Present
Life Time Fitness October 2012 - October 2014
Ameriprise Financial Services, Inc. May 2010 - October 2012
Ameriprise Financial April 2007 - April 2010
Haworth Marketing & Media October 2004 - March 2007
MRM Worldwide May 2002 - October 2004
Skills
Digital Marketing, Direct Marketing, Digital Strategy, Direct Response, Integrated Marketing, Local Marketing, Mobile Advertising, Online Advertising, PPC, SEO, SEM, Social Media Marketing, Web Analytics, Interactive Marketing, Advertising, Interactive Advertising, Digital Media
Education
University of Minnesota - Carlson School of Management
BSB, Marketing
Reid Osborn Reid Osborn's Ameriprise Financial Experience June 2013 - Present
Job Student at University of Michigan
Industry Financial Services
Experience
Ameriprise Financial June 2013 - Present
Main Course California May 2013 - August 2013
University of Michigan September 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
University of Michigan 2011 — 2015
Ecology and Evolutionary Biology
Ameriprise Financial June 2013 - Present
Main Course California May 2013 - August 2013
University of Michigan September 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
University of Michigan 2011 — 2015
Ecology and Evolutionary Biology
Mary Ann Burtt CFP® Mary Ann Burtt CFP®'s Ameriprise Financial Experience October 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1996 - Present
Education
University of South Carolina-Columbia 1993 — 1995
MPA, Public Administration
University of Michigan
BA, English Literature Honors Program
Ameriprise Financial October 1996 - Present
Education
University of South Carolina-Columbia 1993 — 1995
MPA, Public Administration
University of Michigan
BA, English Literature Honors Program
Chuck Pechmann Chuck Pechmann's Ameriprise Financial Experience 2003 - March 2010
Job at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group March 2010 - Present
Ameriprise Financial 2003 - March 2010
RBC Dain Rauscher 1998 - 2003
GMAC-RFC 1998 - 1998
Deluxe 1995 - 1997
Monsanto 1990 - 1994
Education
University of Minnesota - Carlson School of Management 1994 — 1996
EMBA
University of Wisconsin-Madison 1986 — 1990
PhD, MS, Materials Engineering
University of Minnesota-Twin Cities 1980 — 1985
BEng, Materials Engineering
UnitedHealth Group March 2010 - Present
Ameriprise Financial 2003 - March 2010
RBC Dain Rauscher 1998 - 2003
GMAC-RFC 1998 - 1998
Deluxe 1995 - 1997
Monsanto 1990 - 1994
Education
University of Minnesota - Carlson School of Management 1994 — 1996
EMBA
University of Wisconsin-Madison 1986 — 1990
PhD, MS, Materials Engineering
University of Minnesota-Twin Cities 1980 — 1985
BEng, Materials Engineering
Joseph Baran III Joseph Baran III's Ameriprise Financial Experience 1997 - 2009
Job Portfolio Account Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
TD Auto Finance 2011 - 2011
Ameriprise Financial 1997 - 2009
H&R Block Financial Advisors 2002 - 2008
Skills
Series 7, Series 63, Investments, Financial Forecasting, SAP, Leadership, Strategic Financial..., Access, Finance, 401k, Accounting, Trading, Securities, Financial Advisory, Analysis, Internal Audit, Training, Credit, Portfolio Management, Mutual Funds, Bonds, Asset Allocation, FINRA, Options, Equities, Wealth Management, Investment Advisory, Series 24, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Series 65, Fixed Income, Retirement, Financial Services, Investment Strategies, ETFs
Education
Walsh College 2010 — 2010
Arthur Strunk Fundamentals of Accounting
University of Michigan-Dearborn
BSA, Business Administration
Walsh College
MSF, Corporate Finance
Raymond James Financial Inc. 2011 - Present
TD Auto Finance 2011 - 2011
Ameriprise Financial 1997 - 2009
H&R Block Financial Advisors 2002 - 2008
Skills
Series 7, Series 63, Investments, Financial Forecasting, SAP, Leadership, Strategic Financial..., Access, Finance, 401k, Accounting, Trading, Securities, Financial Advisory, Analysis, Internal Audit, Training, Credit, Portfolio Management, Mutual Funds, Bonds, Asset Allocation, FINRA, Options, Equities, Wealth Management, Investment Advisory, Series 24, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Series 65, Fixed Income, Retirement, Financial Services, Investment Strategies, ETFs
Education
Walsh College 2010 — 2010
Arthur Strunk Fundamentals of Accounting
University of Michigan-Dearborn
BSA, Business Administration
Walsh College
MSF, Corporate Finance
Ken Close CFP, ChFC, CLU, CRPC, AAMS, MS Ken Close CFP, ChFC, CLU, CRPC, AAMS, MS's Ameriprise Financial Experience January 1995 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1995 - Present
US Army August 1972 - August 1992
Education
University of Michigan 1980 — 1981
MAE, Economics
University of Toledo 1968 — 1972
BBA, Finance
Ameriprise Financial January 1995 - Present
US Army August 1972 - August 1992
Education
University of Michigan 1980 — 1981
MAE, Economics
University of Toledo 1968 — 1972
BBA, Finance
Stephen Adams, CMFC Stephen Adams, CMFC's Ameriprise Financial Experience December 2003 - Present
Job Business Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2003 - Present
Ameriprise Financial December 2003 - Present
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Economics
Oliver Ames
Ameriprise Financial Services, Inc. December 2003 - Present
Ameriprise Financial December 2003 - Present
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Economics
Oliver Ames
Brenden Bowers CRPC Brenden Bowers CRPC's Ameriprise Financial Experience January 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2005 - Present
Education
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Arts, Economics
Ameriprise Financial January 2005 - Present
Education
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Arts, Economics
Paul Hull's Ameriprise Financial Experience August 1995 - Present
Job Associate Vice President / Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1995 - Present
OLDE Discount Brokerage 1995 - 2010
First of America Bank August 1991 - August 1995
Education
University of Michigan-Dearborn 1986 — 1990
BSA, Accounting & Finance
Ameriprise Financial August 1995 - Present
OLDE Discount Brokerage 1995 - 2010
First of America Bank August 1991 - August 1995
Education
University of Michigan-Dearborn 1986 — 1990
BSA, Accounting & Finance
Jim Mortensen CPA (Inactive), CIA, PMP, MBA Jim Mortensen CPA (Inactive), CIA, PMP, MBA's Ameriprise Financial Experience April 2004 - September 2006
Job President of CMI, CCN, and BMI; Managing Director and CoChair of ICS
Industry Management Consulting
Experience
Behavioral Medical Interventions April 2014 - Present
Behavioral Medical Interventions February 2013 - March 2014
Benesyst October 2011 - February 2013
Benesyst June 2011 - October 2011
Resources Global Professionals October 2010 - June 2011
OptumHealth Financial (United HealthCare) July 2009 - March 2010
OptumHealth Financial (United HealthCare) July 2008 - July 2009
OptumHealth Financial (United HealthCare) July 2007 - July 2008
Ameriprise Financial April 2004 - September 2006
American Express Financial Advisors April 2002 - April 2004
Skills
Financial Analysis, Leadership, Relationship Management, Strategy, Cost Benefit, Negotiation, Capital Budgeting, Process Improvement, Financial Services, Cross-functional Team..., Strategic Planning, Change Management, Acquisition Integration, Strategic Financial..., Forecasting, Integration, Product Management, Operations Management, Sales, Customer Satisfaction, Business Strategy, Insurance, CRM, Project Planning, Management, Analysis, Employee Benefits, Project Management, Business Process..., Program Management, Business Development, Training, Start-ups, Mergers & Acquisitions, Human Resources, Executive Management, Budgets, Vendor Management, Finance, Marketing, Consulting, Business Analysis, Team Building, Budgeting
Education
University of Minnesota - Carlson School of Management 1984 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1976 — 1980
BSB, Accounting
University of Pennsylvania - The Wharton School
Graduate - Securities Industry Institute, Investments and Securities
Behavioral Medical Interventions April 2014 - Present
Behavioral Medical Interventions February 2013 - March 2014
Benesyst October 2011 - February 2013
Benesyst June 2011 - October 2011
Resources Global Professionals October 2010 - June 2011
OptumHealth Financial (United HealthCare) July 2009 - March 2010
OptumHealth Financial (United HealthCare) July 2008 - July 2009
OptumHealth Financial (United HealthCare) July 2007 - July 2008
Ameriprise Financial April 2004 - September 2006
American Express Financial Advisors April 2002 - April 2004
Skills
Financial Analysis, Leadership, Relationship Management, Strategy, Cost Benefit, Negotiation, Capital Budgeting, Process Improvement, Financial Services, Cross-functional Team..., Strategic Planning, Change Management, Acquisition Integration, Strategic Financial..., Forecasting, Integration, Product Management, Operations Management, Sales, Customer Satisfaction, Business Strategy, Insurance, CRM, Project Planning, Management, Analysis, Employee Benefits, Project Management, Business Process..., Program Management, Business Development, Training, Start-ups, Mergers & Acquisitions, Human Resources, Executive Management, Budgets, Vendor Management, Finance, Marketing, Consulting, Business Analysis, Team Building, Budgeting
Education
University of Minnesota - Carlson School of Management 1984 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1976 — 1980
BSB, Accounting
University of Pennsylvania - The Wharton School
Graduate - Securities Industry Institute, Investments and Securities
Bill Mayer Bill Mayer's Ameriprise Financial Experience April 1997 - August 2007
Job Venture Catalyst Ann Arbor SPARK
Industry Financial Services
Experience
Ann Arbor SPARK October 2010 - Present
Augment Capital, LLC September 2007 - October 2010
Endurance Capital Management May 2007 - December 2007
Ameriprise Financial April 1997 - August 2007
Education
University of Michigan 1992 — 1994
Ann Arbor SPARK October 2010 - Present
Augment Capital, LLC September 2007 - October 2010
Endurance Capital Management May 2007 - December 2007
Ameriprise Financial April 1997 - August 2007
Education
University of Michigan 1992 — 1994
Patricia Everett CFP®, CRPC®'s Ameriprise Financial Experience December 1991 - Present
Job Financial Advisor at Ameriprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial December 1991 - Present
Education
University of Massachusetts, Amherst 1977 — 1981
Bachelor's degree
Ameriprise Financial December 1991 - Present
Education
University of Massachusetts, Amherst 1977 — 1981
Bachelor's degree
Kenneth Madsen Kenneth Madsen's Ameriprise Financial Experience November 2008 - August 2009
Job AVP, Compliance at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group August 2014 - Present
Western & Southern Life September 2012 - July 2014
Capital Analysts Incorporated, an affiliate of Western & Southern Financial Group September 2009 - August 2012
Ameriprise Financial November 2008 - August 2009
H&R Block Financial Advisors, Inc. September 2006 - October 2008
H&R Block Financial Advisors, Inc. December 1999 - September 2006
OLDE Discount Corporation August 1988 - November 1999
OLDE Discount Corporation March 1983 - July 1988
Education
University of Michigan 1978 — 1982
BA, Economics
Western & Southern Financial Group August 2014 - Present
Western & Southern Life September 2012 - July 2014
Capital Analysts Incorporated, an affiliate of Western & Southern Financial Group September 2009 - August 2012
Ameriprise Financial November 2008 - August 2009
H&R Block Financial Advisors, Inc. September 2006 - October 2008
H&R Block Financial Advisors, Inc. December 1999 - September 2006
OLDE Discount Corporation August 1988 - November 1999
OLDE Discount Corporation March 1983 - July 1988
Education
University of Michigan 1978 — 1982
BA, Economics
Judy Hovanes Judy Hovanes's Ameriprise Financial Experience Marketing ManagerIBM1979 - 1992
Job Director Retirement Strategy at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Marketing ManagerIBM1979 - 1992
Education
University of Minnesota - Carlson School of Management
BS
University of St. Thomas - Opus College of Business
MBC
Ameriprise Financial Marketing ManagerIBM1979 - 1992
Education
University of Minnesota - Carlson School of Management
BS
University of St. Thomas - Opus College of Business
MBC
Will B. Lee Will B. Lee's Ameriprise Financial Experience July 2007 - February 2010
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Satovsky Asset Management February 2010 - April 2010
Ameriprise Financial July 2007 - February 2010
American Express Financial Advisors October 1993 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, Strategy
University of Michigan 1988 — 1993
BA, Economics
Morgan Stanley Smith Barney October 2010 - Present
Satovsky Asset Management February 2010 - April 2010
Ameriprise Financial July 2007 - February 2010
American Express Financial Advisors October 1993 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, Strategy
University of Michigan 1988 — 1993
BA, Economics
Ray Kelly Ray Kelly's Ameriprise Financial Experience January 2008 - March 2009
Job Senior Vice President at Think2Perform
Industry Financial Services
Experience
Think2Perform March 2010 - Present
Ameriprise Financial Services, Inc. 2010 - Present
AMERIPRISE FINANCIAL January 2008 - March 2009
Ameriprise Financial October 2006 - December 2007
North Texas January 1999 - January 2006
Ameriprise Financial January 1996 - January 1999
Ameriprise Financial January 1994 - January 1996
Ameriprise Financial January 1988 - January 1993
Skills
Business Planning, Retirement Planning, Strategic Financial..., Financial Analysis, Leadership Development, Estate Planning, Wealth Management, Strategy, Financial Services, Small Business, Training, Leadership, Sales, Investments, Series 7
Education
University of Michigan 1984 — 1988
Think2Perform March 2010 - Present
Ameriprise Financial Services, Inc. 2010 - Present
AMERIPRISE FINANCIAL January 2008 - March 2009
Ameriprise Financial October 2006 - December 2007
North Texas January 1999 - January 2006
Ameriprise Financial January 1996 - January 1999
Ameriprise Financial January 1994 - January 1996
Ameriprise Financial January 1988 - January 1993
Skills
Business Planning, Retirement Planning, Strategic Financial..., Financial Analysis, Leadership Development, Estate Planning, Wealth Management, Strategy, Financial Services, Small Business, Training, Leadership, Sales, Investments, Series 7
Education
University of Michigan 1984 — 1988
Barry Oxton Barry Oxton's Ameriprise Financial Experience July 2008 - Present
Job Associate VP Financial Advisor CPA, CRPC The Grassman Oxton Group a financial advisory practice of Ameriprise
Industry Financial Services
Experience
Ameriprise Financial July 2008 - Present
Sensata Technologies, Inc. November 2006 - June 2008
Carbon Medical Technologies, Inc. October 2000 - November 2006
Merrill Corporation August 1998 - September 2000
University of Minnesota October 1996 - September 1998
Virchow Krause January 1993 - September 1996
Education
University of Minnesota - Carlson School of Management 1987 — 1992
BSB, Accounting
Ameriprise Financial July 2008 - Present
Sensata Technologies, Inc. November 2006 - June 2008
Carbon Medical Technologies, Inc. October 2000 - November 2006
Merrill Corporation August 1998 - September 2000
University of Minnesota October 1996 - September 1998
Virchow Krause January 1993 - September 1996
Education
University of Minnesota - Carlson School of Management 1987 — 1992
BSB, Accounting
Joshua Bostwick Joshua Bostwick's Ameriprise Financial Experience June 2007 - July 2013
Job Internal Wholesaler at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
University of Michigan Alumni Association - Charlotte Chapter November 2012 - Present
Ameriprise Financial June 2007 - July 2013
Charlotte Junior Chamber 2009 - 2010
Zingerman's 1999 - 2001
Skills
Series 63
Education
University of Michigan 1994 — 2001
BS
Traverse City 1991 — 1994
MetLife July 2013 - Present
University of Michigan Alumni Association - Charlotte Chapter November 2012 - Present
Ameriprise Financial June 2007 - July 2013
Charlotte Junior Chamber 2009 - 2010
Zingerman's 1999 - 2001
Skills
Series 63
Education
University of Michigan 1994 — 2001
BS
Traverse City 1991 — 1994
Craig Houliston, PMP Craig Houliston, PMP's Ameriprise Financial Experience April 2005 - September 2005
Job Certified Six Sigma Black Belt, Project Manager
Industry Health, Wellness and Fitness
Experience
Optum July 2013 - Present
Voya Financial September 2005 - July 2013
Ameriprise Financial April 2005 - September 2005
American Express Financial Advisors May 2002 - April 2005
American Express Financial Advisors August 2000 - April 2002
American Express Financial Advisors December 1998 - August 2000
American Express Financial Advisors July 1996 - December 1998
American Express Financial Advisors April 1992 - July 1996
Skills
Six Sigma, Business Process Mapping, Root Cause Analysis, Workshop Facilitation, Process Improvement, Project Management, Analysis, Change Management, Black Belt, Strategy, Cross-functional Team..., Leadership, Employee Benefits, Management, Business Process..., Business Analysis, Team Leadership, Finance, Insurance
Education
University of Minnesota - Carlson School of Management
Bachelors, Business - Finance
Optum July 2013 - Present
Voya Financial September 2005 - July 2013
Ameriprise Financial April 2005 - September 2005
American Express Financial Advisors May 2002 - April 2005
American Express Financial Advisors August 2000 - April 2002
American Express Financial Advisors December 1998 - August 2000
American Express Financial Advisors July 1996 - December 1998
American Express Financial Advisors April 1992 - July 1996
Skills
Six Sigma, Business Process Mapping, Root Cause Analysis, Workshop Facilitation, Process Improvement, Project Management, Analysis, Change Management, Black Belt, Strategy, Cross-functional Team..., Leadership, Employee Benefits, Management, Business Process..., Business Analysis, Team Leadership, Finance, Insurance
Education
University of Minnesota - Carlson School of Management
Bachelors, Business - Finance
Deanna Blomquist Deanna Blomquist's Ameriprise Financial Experience February 2006 - July 2006
Job Senior Manager IT/eDiscovery at Dish Network
Industry Legal Services
Experience
Dish Network March 2015 - Present
Faegre Baker Daniels LLP March 2012 - January 2015
Morgan, Lewis & Bockius LLP May 2011 - February 2012
Faegre & Benson LLP June 2006 - May 2011
Ameriprise Financial February 2006 - July 2006
Ameriprise Financial January 2003 - February 2006
Ameriprise Financial January 2002 - December 2002
Ameriprise Financial January 1999 - January 2002
Ameriprise Financial Services, Inc. January 1995 - December 1998
Ameriprise Financial Services, Inc. February 1991 - December 1994
Skills
Vendor Management, Process Improvement, Leadership, Strategic Planning, Business Development, Performance Management, Consulting, Contract Negotiation, Professional Services, Project Management, Document Review, Software Development, Management, Document Management, Litigation Support, Coaching, Legal Research, ITIL, Litigation, Program Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
B.S.B, Finance
Dish Network March 2015 - Present
Faegre Baker Daniels LLP March 2012 - January 2015
Morgan, Lewis & Bockius LLP May 2011 - February 2012
Faegre & Benson LLP June 2006 - May 2011
Ameriprise Financial February 2006 - July 2006
Ameriprise Financial January 2003 - February 2006
Ameriprise Financial January 2002 - December 2002
Ameriprise Financial January 1999 - January 2002
Ameriprise Financial Services, Inc. January 1995 - December 1998
Ameriprise Financial Services, Inc. February 1991 - December 1994
Skills
Vendor Management, Process Improvement, Leadership, Strategic Planning, Business Development, Performance Management, Consulting, Contract Negotiation, Professional Services, Project Management, Document Review, Software Development, Management, Document Management, Litigation Support, Coaching, Legal Research, ITIL, Litigation, Program Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
B.S.B, Finance
Danielle Carew Danielle Carew's Ameriprise Financial Experience September 2004 - May 2009
Job Human Resources Coordinator at Kelmar Associates
Industry Human Resources
Experience
Kelmar Associates October 2013 - Present
Century House Restaurant September 2002 - November 2013
The Community Builders, Inc. December 2011 - October 2013
North Shore Arc July 2004 - August 2009
Ameriprise Financial September 2004 - May 2009
Skills
PowerPoint, Excel, Microsoft Office, Word, Public Speaking, Microsoft Excel, Human Resources, Microsoft Word, Event Planning, Outlook, Event Management, Recruiting, OSHA Record Keeping, Time Management, Teamwork
Education
University of Massachusetts Dartmouth 2004 — 2009
Bachelor of Science, Human Resource Management
Kelmar Associates October 2013 - Present
Century House Restaurant September 2002 - November 2013
The Community Builders, Inc. December 2011 - October 2013
North Shore Arc July 2004 - August 2009
Ameriprise Financial September 2004 - May 2009
Skills
PowerPoint, Excel, Microsoft Office, Word, Public Speaking, Microsoft Excel, Human Resources, Microsoft Word, Event Planning, Outlook, Event Management, Recruiting, OSHA Record Keeping, Time Management, Teamwork
Education
University of Massachusetts Dartmouth 2004 — 2009
Bachelor of Science, Human Resource Management
patrick sweetra patrick sweetra's Ameriprise Financial Experience 2005 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
ImageTech a Xerox Company July 2014 - Present
Metlife 2008 - 2009
fidelity 2006 - 2008
Ameriprise Financial 2005 - 2006
Skills
Business Analysis, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Equities, Analysis, CRM, Investments, Financial Modeling, Salesforce.com, Securities, Asset Management, Series 7, Financial Analysis, Derivatives, Risk Management, Wealth Management, Bloomberg, Capital Markets, Leadership, Finance
Education
University of Massachusetts, Amherst 1998 — 2001
International Finance
UMass Lowell
ba, economics
ImageTech a Xerox Company July 2014 - Present
Metlife 2008 - 2009
fidelity 2006 - 2008
Ameriprise Financial 2005 - 2006
Skills
Business Analysis, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Equities, Analysis, CRM, Investments, Financial Modeling, Salesforce.com, Securities, Asset Management, Series 7, Financial Analysis, Derivatives, Risk Management, Wealth Management, Bloomberg, Capital Markets, Leadership, Finance
Education
University of Massachusetts, Amherst 1998 — 2001
International Finance
UMass Lowell
ba, economics
Irina St. Thomas Irina St. Thomas's Ameriprise Financial Experience June 2010 - August 2010
Job Packaging Buyer for Big G Cereal
Industry Logistics and Supply Chain
Experience
General Mills February 2015 - Present
General Mills October 2013 - May 2014
General Mills April 2011 - September 2013
Merrill Corporation September 2010 - April 2011
Ameriprise Financial June 2010 - August 2010
Skills
Industry Research, Market Analysis, RFP Generation, RFI, Benchmarking, Brand Design, Contract Negotiation, Contract Management, Continuous Improvement, Project Management, Vendor Management, Performance Management, Cross-functional..., Influence At All Levels, Strategic Presentations, Strategic Sourcing, Strategic Thinking, Strategic Communications, Conflict Resolution, Fluent in English,..., Forecasting, Sourcing, Cross-functional Team..., Supply Chain, Operations Management, Supply Chain Management
Education
Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Science, Business; Supply Chain and Operations Management
General Mills February 2015 - Present
General Mills October 2013 - May 2014
General Mills April 2011 - September 2013
Merrill Corporation September 2010 - April 2011
Ameriprise Financial June 2010 - August 2010
Skills
Industry Research, Market Analysis, RFP Generation, RFI, Benchmarking, Brand Design, Contract Negotiation, Contract Management, Continuous Improvement, Project Management, Vendor Management, Performance Management, Cross-functional..., Influence At All Levels, Strategic Presentations, Strategic Sourcing, Strategic Thinking, Strategic Communications, Conflict Resolution, Fluent in English,..., Forecasting, Sourcing, Cross-functional Team..., Supply Chain, Operations Management, Supply Chain Management
Education
Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Science, Business; Supply Chain and Operations Management
Bryan Vincent Bryan Vincent's Ameriprise Financial Experience May 2004 - April 2006
Job Director, Digital Communications and Social Media at UnitedHealth Group
Industry Internet
Experience
Minnesota Interactive Marketing Association December 2014 - Present
UnitedHealth Group February 2010 - Present
UnitedHealth Group March 2008 - February 2010
Target June 2006 - March 2008
Ameriprise Financial May 2004 - April 2006
American Express September 2000 - April 2004
American Express June 1999 - August 2000
Bader Rutter & Associates December 1998 - June 1999
Skills
Online Marketing, Social Media, Internal Communications, Interactive Marketing, Integrated Marketing, Marketing Communications, Digital Strategy, Budget Management, Corporate Communications, Web Project Management, Website Development, CMS, E-commerce, Digital Marketing, Content Management, SEO, SEM, Social Media Marketing, Web Analytics, Marketing, New Media, Strategy, Web Content
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2011 — 2011
UnitedHealth Group Executive Development
University of St. Thomas - St. Paul, MN 1995 — 1998
B.A. Business Administration, Marketing, Entrepreneurship
University of Minnesota 1993 — 1995
Architecture
Studio/E
Minnesota Interactive Marketing Association December 2014 - Present
UnitedHealth Group February 2010 - Present
UnitedHealth Group March 2008 - February 2010
Target June 2006 - March 2008
Ameriprise Financial May 2004 - April 2006
American Express September 2000 - April 2004
American Express June 1999 - August 2000
Bader Rutter & Associates December 1998 - June 1999
Skills
Online Marketing, Social Media, Internal Communications, Interactive Marketing, Integrated Marketing, Marketing Communications, Digital Strategy, Budget Management, Corporate Communications, Web Project Management, Website Development, CMS, E-commerce, Digital Marketing, Content Management, SEO, SEM, Social Media Marketing, Web Analytics, Marketing, New Media, Strategy, Web Content
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2011 — 2011
UnitedHealth Group Executive Development
University of St. Thomas - St. Paul, MN 1995 — 1998
B.A. Business Administration, Marketing, Entrepreneurship
University of Minnesota 1993 — 1995
Architecture
Studio/E
Douglas Liang Douglas Liang's Ameriprise Financial Experience September 1997 - April 1998
Job SVP Treasury at Flushing Bank
Industry Banking
Experience
Flushing Bank September 2012 - Present
Sandler O'Neill April 2011 - August 2012
o3 Technology Solutions, LLC September 2009 - March 2011
American Express Company May 2003 - January 2009
American Express Bank, LTD July 2000 - April 2003
American Express Brokerage May 1998 - June 2000
Ameriprise Financial September 1997 - April 1998
Skills
Treasury Management, ALM, Banking, Liquidity Management, Funding, Capital Markets, Financial Analysis, Fixed Income, Risk Management, Business Planning, Treasury, Finance, Investments, Financial Risk, Trading, Derivatives, Cash Management
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
Bronx Science 1990 — 1993
Flushing Bank September 2012 - Present
Sandler O'Neill April 2011 - August 2012
o3 Technology Solutions, LLC September 2009 - March 2011
American Express Company May 2003 - January 2009
American Express Bank, LTD July 2000 - April 2003
American Express Brokerage May 1998 - June 2000
Ameriprise Financial September 1997 - April 1998
Skills
Treasury Management, ALM, Banking, Liquidity Management, Funding, Capital Markets, Financial Analysis, Fixed Income, Risk Management, Business Planning, Treasury, Finance, Investments, Financial Risk, Trading, Derivatives, Cash Management
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
Bronx Science 1990 — 1993
Carter Leuthold Carter Leuthold's Ameriprise Financial Experience September 2009 - November 2010
Job IT Management Consultant at Blue Cross and Blue Shield of Minnesota
Industry Management Consulting
Experience
Blue Cross and Blue Shield of Minnesota April 2013 - Present
Best Buy June 2012 - April 2013
Ameriprise Financial Services, Inc. March 2011 - June 2012
UHG-Ovations October 2010 - March 2011
Ameriprise Financial September 2009 - November 2010
Compellent Technologies 2010 - 2010
Hudson Financial Solutions 2006 - 2008
Nash Finch Company 2005 - 2005
United Health Group 2004 - 2004
SUPERVALU 2003 - 2003
Skills
Hyperion Enterprise, Process Improvement, Sarbanes-Oxley, Business Analysis, Sarbanes-Oxley Act, Mergers, PeopleSoft, Financial Modeling, ERP, Financial Services, Financial Analysis, Change Management, Forecasting, Leadership, Accounting, Risk Management, Internal Audit, Analysis, Management Consulting, Strategic Planning, ITIL v3 Foundations..., Management, Mergers & Acquisitions, Vendor Management, Program Management, IT Strategy, IT Management, Finance, Project Management, Business Process..., SDLC, Consulting
Education
National American University 2006 — 2007
BS
National American University 2006 — 2007
BS
University of Minnesota - Carlson School of Management
In Progress
Blue Cross and Blue Shield of Minnesota April 2013 - Present
Best Buy June 2012 - April 2013
Ameriprise Financial Services, Inc. March 2011 - June 2012
UHG-Ovations October 2010 - March 2011
Ameriprise Financial September 2009 - November 2010
Compellent Technologies 2010 - 2010
Hudson Financial Solutions 2006 - 2008
Nash Finch Company 2005 - 2005
United Health Group 2004 - 2004
SUPERVALU 2003 - 2003
Skills
Hyperion Enterprise, Process Improvement, Sarbanes-Oxley, Business Analysis, Sarbanes-Oxley Act, Mergers, PeopleSoft, Financial Modeling, ERP, Financial Services, Financial Analysis, Change Management, Forecasting, Leadership, Accounting, Risk Management, Internal Audit, Analysis, Management Consulting, Strategic Planning, ITIL v3 Foundations..., Management, Mergers & Acquisitions, Vendor Management, Program Management, IT Strategy, IT Management, Finance, Project Management, Business Process..., SDLC, Consulting
Education
National American University 2006 — 2007
BS
National American University 2006 — 2007
BS
University of Minnesota - Carlson School of Management
In Progress
Kristen Roy, CFP®, CDFA™, CRPC® Kristen Roy, CFP®, CDFA™, CRPC®'s Ameriprise Financial Experience February 2006 - April 2010
Job CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst®, Financial Advisor at Nelson, Kellmann, Roy & Assoc.
Industry Financial Services
Experience
Nelson, Kellmann, Roy & Associates May 2010 - Present
Ameriprise Financial February 2006 - April 2010
Maggiano's Little Italy September 2004 - January 2006
Education
University of Michigan-Dearborn 2002 — 2004
BBA, Marketing & Management
Nelson, Kellmann, Roy & Associates May 2010 - Present
Ameriprise Financial February 2006 - April 2010
Maggiano's Little Italy September 2004 - January 2006
Education
University of Michigan-Dearborn 2002 — 2004
BBA, Marketing & Management
James Lang, CRPC James Lang, CRPC's Ameriprise Financial Experience February 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1997 - Present
Education
University of Michigan-Flint 1994 — 1996
B.A., Economics
Ameriprise Financial February 1997 - Present
Education
University of Michigan-Flint 1994 — 1996
B.A., Economics
Russ Harada Russ Harada's Ameriprise Financial Experience December 1992 - Present
Job Finanical Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 1992 - Present
Education
University of Michigan 1988 — 2002
Bachelor of Arts, Economics
Ameriprise Financial December 1992 - Present
Education
University of Michigan 1988 — 2002
Bachelor of Arts, Economics
James Assali James Assali's Ameriprise Financial Experience July 2007 - January 2009
Job Vice President Individual Telesales and Producer Help Desk at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group January 2015 - Present
UnitedHealthcare May 2013 - Present
UnitedHealth Group January 2010 - May 2013
Ameriprise Financial July 2007 - January 2009
Ameriprise Financial January 2002 - July 2007
Ameriprise Financial October 1997 - January 2002
MassMutual January 1995 - October 1997
Skills
Insurance, Strategic Financial..., Fixed Annuities, Marketing Management, Wholesale, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Wealth Management, Financial Services, Health Insurance, Relationship Management, Strategic Planning, Securities, Process Improvement, Cross-functional Team...
Education
University of Miami - School of Business 1987 — 1992
BBA, MBA, Finance / International Business
University of Miami
Master, Business Administration
UnitedHealth Group January 2015 - Present
UnitedHealthcare May 2013 - Present
UnitedHealth Group January 2010 - May 2013
Ameriprise Financial July 2007 - January 2009
Ameriprise Financial January 2002 - July 2007
Ameriprise Financial October 1997 - January 2002
MassMutual January 1995 - October 1997
Skills
Insurance, Strategic Financial..., Fixed Annuities, Marketing Management, Wholesale, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Wealth Management, Financial Services, Health Insurance, Relationship Management, Strategic Planning, Securities, Process Improvement, Cross-functional Team...
Education
University of Miami - School of Business 1987 — 1992
BBA, MBA, Finance / International Business
University of Miami
Master, Business Administration
Ben Klamo Ben Klamo's Ameriprise Financial Experience November 2008 - June 2009
Job Wealth Managment
Industry Financial Services
Experience
CIG Corp. 2009 - December 2014
Ameriprise Financial November 2008 - June 2009
H&R Block Financial Advisors February 2007 - October 2008
H&R Block Financial Advisors September 2005 - February 2007
H&R Block Financial Advisors July 2004 - September 2005
Skills
Mutual Funds, Equities, Portfolio Management, Alternative Investments, Asset Allocation, Investments
Education
Wayne State University 2003 — 2005
MBA
University of Michigan 1999 — 2003
BA, Economics
CIG Corp. 2009 - December 2014
Ameriprise Financial November 2008 - June 2009
H&R Block Financial Advisors February 2007 - October 2008
H&R Block Financial Advisors September 2005 - February 2007
H&R Block Financial Advisors July 2004 - September 2005
Skills
Mutual Funds, Equities, Portfolio Management, Alternative Investments, Asset Allocation, Investments
Education
Wayne State University 2003 — 2005
MBA
University of Michigan 1999 — 2003
BA, Economics
Andrea Frick Andrea Frick's Ameriprise Financial Experience March 2009 - June 2010
Job Human Resources (Currently athome mom)
Industry Human Resources
Experience
Ameriprise Financial March 2009 - June 2010
Ameriprise Financial September 2007 - February 2009
Alliant Techsystems November 2006 - August 2007
Honeywell Aerospace May 2005 - September 2006
Education
University of Minnesota - Carlson School of Management 2005 — 2007
Master of Arts, Human Resources and Industrial Relations
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts, Psychology, Minor: Spanish
Ameriprise Financial March 2009 - June 2010
Ameriprise Financial September 2007 - February 2009
Alliant Techsystems November 2006 - August 2007
Honeywell Aerospace May 2005 - September 2006
Education
University of Minnesota - Carlson School of Management 2005 — 2007
Master of Arts, Human Resources and Industrial Relations
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts, Psychology, Minor: Spanish
Lori Larson, CSA's Ameriprise Financial Experience 1981 - 2006
Job President/Owner at Choice Connections Network
Industry Individual & Family Services
Experience
Choice Connections Network June 2009 - Present
Ameriprise Financial Services, Inc. 2004 - 2006
Ameriprise Financial 1981 - 2006
American Express Financial Advisors 1981 - 2006
Ameriprise Financial (formerly American Express Financial Advisors) 1981 - 2006
Skills
Certified Senior Advisor, Mental Health, Leadership Development, Strategic Financial..., Investment Advisory..., Retirement, Medicare, Wealth Management, FINRA, Seniors Housing, Retirement Planning, Elder Care
Education
University of Minnesota - Carlson School of Management 1983 — 1985
MBA, Finance
University of Minnesota-Twin Cities 1976 — 1980
BS, Business Management
Choice Connections Network June 2009 - Present
Ameriprise Financial Services, Inc. 2004 - 2006
Ameriprise Financial 1981 - 2006
American Express Financial Advisors 1981 - 2006
Ameriprise Financial (formerly American Express Financial Advisors) 1981 - 2006
Skills
Certified Senior Advisor, Mental Health, Leadership Development, Strategic Financial..., Investment Advisory..., Retirement, Medicare, Wealth Management, FINRA, Seniors Housing, Retirement Planning, Elder Care
Education
University of Minnesota - Carlson School of Management 1983 — 1985
MBA, Finance
University of Minnesota-Twin Cities 1976 — 1980
BS, Business Management
Brian Merkel Brian Merkel's Ameriprise Financial Experience June 2006 - July 2010
Job Consultant, Business Process Engineer at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial July 2015 - Present
Allianz Life January 2012 - July 2015
Cargill June 2011 - January 2012
Ameriprise Financial Services, Inc. August 2010 - June 2011
Ameriprise Financial June 2006 - July 2010
U of M Housing January 2004 - May 2006
Skills
Business Process..., Change Management, Business Transformation, Business Process..., Continuous Improvement, Strategy, Six Sigma, Leadership, Data Analysis, Project Management, Business Process, Insurance, Business Intelligence, Process Improvement, Training, Analysis, Cross-functional Team..., Business Analysis, Budgets, Product Development, Vendor Management
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB
Thrivent Financial July 2015 - Present
Allianz Life January 2012 - July 2015
Cargill June 2011 - January 2012
Ameriprise Financial Services, Inc. August 2010 - June 2011
Ameriprise Financial June 2006 - July 2010
U of M Housing January 2004 - May 2006
Skills
Business Process..., Change Management, Business Transformation, Business Process..., Continuous Improvement, Strategy, Six Sigma, Leadership, Data Analysis, Project Management, Business Process, Insurance, Business Intelligence, Process Improvement, Training, Analysis, Cross-functional Team..., Business Analysis, Budgets, Product Development, Vendor Management
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB
Jon Woo, CFA's Ameriprise Financial Experience May 1993 - November 1995
Job CEO of Retirement Division at Rest and Relaxation Corp
Industry Financial Services
Experience
Rest and Relaxation Corp March 2015 - Present
Windsor Financial Group October 2011 - March 2015
Lowry Hill November 1995 - September 2011
Ameriprise Financial May 1993 - November 1995
Skills
Investments, Portfolio Management, Private Wealth..., Information Technology, Telecommunication..., Equities, Strategic Financial..., Financial Modeling, Retirement Planning, Asset Managment, Investment Advisory, Financial Analysis, Wealth Management, Valuation, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Asset Management, Equity Research
Education
University of Minnesota - Carlson School of Management 1990 — 1993
BS, Finance
University of Wisconsin-Eau Claire 1988 — 1990
Rest and Relaxation Corp March 2015 - Present
Windsor Financial Group October 2011 - March 2015
Lowry Hill November 1995 - September 2011
Ameriprise Financial May 1993 - November 1995
Skills
Investments, Portfolio Management, Private Wealth..., Information Technology, Telecommunication..., Equities, Strategic Financial..., Financial Modeling, Retirement Planning, Asset Managment, Investment Advisory, Financial Analysis, Wealth Management, Valuation, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Asset Management, Equity Research
Education
University of Minnesota - Carlson School of Management 1990 — 1993
BS, Finance
University of Wisconsin-Eau Claire 1988 — 1990
Charlie Wensman Charlie Wensman's Ameriprise Financial Experience June 2015 - Present
Job Financial Analyst Intern at Ameriprise Financial Asset Management LFO
Industry Financial Services
Experience
Ameriprise Financial June 2015 - Present
Epicor Software May 2014 - August 2014
Wensman Seed Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Salesforce.com, Account Management
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Ameriprise Financial June 2015 - Present
Epicor Software May 2014 - August 2014
Wensman Seed Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Salesforce.com, Account Management
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Neha Markanda, MBA Neha Markanda, MBA's Ameriprise Financial Experience November 2003 - August 2006
Job Seeking new opportunities l Bilingual, Operations Executive l Strategic Planning | Change Management l Lean/Six Sigma
Industry Financial Services
Experience
Target Corporate February 2013 - March 2015
Sabbatical December 2010 - February 2013
RSM McGladrey November 2007 - November 2010
RSM McGladrey August 2006 - November 2007
Ameriprise Financial November 2003 - August 2006
Ameriprise Financial August 2002 - November 2003
Ameriprise Financial March 2000 - August 2002
State Street Global Advisors November 1998 - March 2000
Parke Davis Warner Lambert (now Pfizer) August 1997 - October 1998
Skills
Business Process..., Strategic Planning, Program Management, Management Consulting, Change Management, Project Management, Business Development, Process Improvement, Project Planning, Six Sigma, Vendor Management, Business Strategy, Cross-functional Team..., Tax, PMP, Risk Management, Financial Modeling, Leadership, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive MBA, Strategy and Leadership, Magna Cum Laude
University of Minnesota-Morris 1993 — 1997
B.A., Finance and Management
Target Corporate February 2013 - March 2015
Sabbatical December 2010 - February 2013
RSM McGladrey November 2007 - November 2010
RSM McGladrey August 2006 - November 2007
Ameriprise Financial November 2003 - August 2006
Ameriprise Financial August 2002 - November 2003
Ameriprise Financial March 2000 - August 2002
State Street Global Advisors November 1998 - March 2000
Parke Davis Warner Lambert (now Pfizer) August 1997 - October 1998
Skills
Business Process..., Strategic Planning, Program Management, Management Consulting, Change Management, Project Management, Business Development, Process Improvement, Project Planning, Six Sigma, Vendor Management, Business Strategy, Cross-functional Team..., Tax, PMP, Risk Management, Financial Modeling, Leadership, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive MBA, Strategy and Leadership, Magna Cum Laude
University of Minnesota-Morris 1993 — 1997
B.A., Finance and Management
Jenna Greenleaf's Ameriprise Financial Experience September 2010 - May 2011
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments November 2013 - November 2014
Fidelity Investments October 2011 - November 2013
Ameriprise Financial September 2010 - May 2011
Lynne T. Drizen, D.M.D. November 2005 - January 2011
Skills
Customer Service, Management, Social Media Marketing, Time Management, Microsoft Office, Data Entry
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science in Finance, Minor in Human Resources
Fidelity Investments July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments November 2013 - November 2014
Fidelity Investments October 2011 - November 2013
Ameriprise Financial September 2010 - May 2011
Lynne T. Drizen, D.M.D. November 2005 - January 2011
Skills
Customer Service, Management, Social Media Marketing, Time Management, Microsoft Office, Data Entry
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science in Finance, Minor in Human Resources
Eva Stukenberg's Ameriprise Financial Experience March 2009 - December 2011
Job Financial Associate ● Helping Others Live Confident and Generous Financial Lives
Industry Financial Services
Experience
Thrivent Financial December 2014 - Present
Thrivent Financial December 2011 - December 2014
Ameriprise Financial March 2009 - December 2011
Ameriprise Financial July 2006 - March 2009
Advantus Capital Management 2003 - 2006
Minnesota Life July 2001 - October 2003
Minnesota Life October 1999 - July 2001
Education
University of Minnesota - Carlson School of Management 2007 — 2012
Master of Business Administration
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science in Business
Thrivent Financial December 2014 - Present
Thrivent Financial December 2011 - December 2014
Ameriprise Financial March 2009 - December 2011
Ameriprise Financial July 2006 - March 2009
Advantus Capital Management 2003 - 2006
Minnesota Life July 2001 - October 2003
Minnesota Life October 1999 - July 2001
Education
University of Minnesota - Carlson School of Management 2007 — 2012
Master of Business Administration
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science in Business
Scott M. Miller CFP,CLU Scott M. Miller CFP,CLU's Ameriprise Financial Experience 1989 - Present
Job Private Wealth Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1989 - Present
ING April 2005 - March 2008
Ameriprise Financial March 1995 - March 2005
Ameriprise Financial April 1992 - April 1995
Ameriprise Financial April 1989 - April 1995
Education
The American College 1992 — 1996
CLU, Chartered Life Underwriter
The College of Financial Planning 1991 — 1992
CFP, Financial Planning and Services
University of Massachusetts, Amherst 1983 — 1987
Business, Finance
Ameriprise Financial 1989 - Present
ING April 2005 - March 2008
Ameriprise Financial March 1995 - March 2005
Ameriprise Financial April 1992 - April 1995
Ameriprise Financial April 1989 - April 1995
Education
The American College 1992 — 1996
CLU, Chartered Life Underwriter
The College of Financial Planning 1991 — 1992
CFP, Financial Planning and Services
University of Massachusetts, Amherst 1983 — 1987
Business, Finance
Paula M. Carlson Paula M. Carlson's Ameriprise Financial Experience November 1999 - September 2006
Job Business Development: Client Intimacy, Events, Surveys for LongTerm, Profitable Relationships
Industry Events Services
Experience
MOMENTUM February 2013 - Present
CFA Society Minnesota 2013 - Present
Ingenuity Marketing Group August 2012 - January 2013
Cost Seg Associates (now Eide Bailly) June 2009 - July 2012
POP Wealth Marketing September 2006 - June 2009
Ameriprise Financial November 1999 - September 2006
FYI Technology Inc. June 1987 - December 1999
Fraser Community Services September 1998 - November 1999
Skills
Strategic Planning, Marketing Strategy, Marketing, Leadership, Sales, Business Development, Marketing Communications, New Business Development, Business Strategy, Leadership Development, Strategy, Event Management, CRM, Training, Sales Management, Public Relations, Customer Service, Lead Generation, Entrepreneurship, Analysis, Trade Shows, Social Media, Market Research, Budgets, Social Media Marketing, Advertising, Email Marketing, Online Advertising, Marketing Management, Small Business, Start-ups, Strategic Partnerships, Online Marketing, Integrated Marketing, Direct Marketing
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BS, Business, Mathematics
Dale Carnegie
University of St. Thomas Management Center
Project Management and Presentation Skills
NASD Series 7 and Series 66 2000 — 2006
Minnesota Life and Health Insurance License 2000 — 2006
MOMENTUM February 2013 - Present
CFA Society Minnesota 2013 - Present
Ingenuity Marketing Group August 2012 - January 2013
Cost Seg Associates (now Eide Bailly) June 2009 - July 2012
POP Wealth Marketing September 2006 - June 2009
Ameriprise Financial November 1999 - September 2006
FYI Technology Inc. June 1987 - December 1999
Fraser Community Services September 1998 - November 1999
Skills
Strategic Planning, Marketing Strategy, Marketing, Leadership, Sales, Business Development, Marketing Communications, New Business Development, Business Strategy, Leadership Development, Strategy, Event Management, CRM, Training, Sales Management, Public Relations, Customer Service, Lead Generation, Entrepreneurship, Analysis, Trade Shows, Social Media, Market Research, Budgets, Social Media Marketing, Advertising, Email Marketing, Online Advertising, Marketing Management, Small Business, Start-ups, Strategic Partnerships, Online Marketing, Integrated Marketing, Direct Marketing
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BS, Business, Mathematics
Dale Carnegie
University of St. Thomas Management Center
Project Management and Presentation Skills
NASD Series 7 and Series 66 2000 — 2006
Minnesota Life and Health Insurance License 2000 — 2006
Allison Reck Allison Reck's Ameriprise Financial Experience November 2005 - May 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
G&K Services July 2012 - July 2015
G&K Services November 2010 - July 2012
Honeywell June 2008 - November 2010
Honeywell May 2007 - June 2008
Ameriprise Financial November 2005 - May 2007
Skills
Marketing Strategy, B2B, Marketing Communications, Marketing, Product Marketing, Marketing Management, Competitive Analysis, Strategy, Sales, Negotiation, Market Planning, Market Research, Product Launch, Product Management, Sales Operations, Sales Process, Trade Shows, B2B Marketing, Cross-functional Team..., Strategic Planning, Brand Development, Key Account Management, Direct Marketing, Direct Sales, Salesforce.com, Segmentation, Brand Management, Product Development, Email Marketing, Account Management, Forecasting, Sales Presentations, Sales Management, New Business Development, Market Analysis, Lead Generation, Social Media Marketing
Education
University of Minnesota - Carlson School of Management 2004 — 2007
BSB, Marketing
Crookston High School
G&K Services July 2012 - July 2015
G&K Services November 2010 - July 2012
Honeywell June 2008 - November 2010
Honeywell May 2007 - June 2008
Ameriprise Financial November 2005 - May 2007
Skills
Marketing Strategy, B2B, Marketing Communications, Marketing, Product Marketing, Marketing Management, Competitive Analysis, Strategy, Sales, Negotiation, Market Planning, Market Research, Product Launch, Product Management, Sales Operations, Sales Process, Trade Shows, B2B Marketing, Cross-functional Team..., Strategic Planning, Brand Development, Key Account Management, Direct Marketing, Direct Sales, Salesforce.com, Segmentation, Brand Management, Product Development, Email Marketing, Account Management, Forecasting, Sales Presentations, Sales Management, New Business Development, Market Analysis, Lead Generation, Social Media Marketing
Education
University of Minnesota - Carlson School of Management 2004 — 2007
BSB, Marketing
Crookston High School
Kevin Mafera CFP, CLTC's Ameriprise Financial Experience 1989 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1989 - Present
Ameriprise Financial Services, Inc. 1989 - 2012
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Ameriprise Financial 1989 - Present
Ameriprise Financial Services, Inc. 1989 - 2012
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Erin McElhenie's Ameriprise Financial Experience January 2010 - April 2011
Job Human Resources Assistant Executive Recruiting at ZS Associates
Industry Human Resources
Experience
ZS Associates May 2015 - Present
Northwestern University March 2013 - May 2015
Youth Job Center of Evanston, Inc. October 2011 - March 2013
International Engineering Consortium May 2011 - September 2011
Ameriprise Financial January 2010 - April 2011
Kinderhospiz Mitteldeutschland May 2010 - August 2010
Make it Better May 2009 - August 2009
Skills
Event Planning, Fundraising, Social Media, Non-profits, Microsoft Office, Research, Editing, Public Relations, Event Management, Facebook, Blogging, Press Releases, Marketing Communications, Customer Service, Volunteer Management, Spanish, Community Outreach
Education
University of Michigan 2007 — 2011
BA, Communication Studies, German Studies
New Trier High School 2003 — 2007
ZS Associates May 2015 - Present
Northwestern University March 2013 - May 2015
Youth Job Center of Evanston, Inc. October 2011 - March 2013
International Engineering Consortium May 2011 - September 2011
Ameriprise Financial January 2010 - April 2011
Kinderhospiz Mitteldeutschland May 2010 - August 2010
Make it Better May 2009 - August 2009
Skills
Event Planning, Fundraising, Social Media, Non-profits, Microsoft Office, Research, Editing, Public Relations, Event Management, Facebook, Blogging, Press Releases, Marketing Communications, Customer Service, Volunteer Management, Spanish, Community Outreach
Education
University of Michigan 2007 — 2011
BA, Communication Studies, German Studies
New Trier High School 2003 — 2007
Jean Machart's Ameriprise Financial Experience January 2009 - March 2013
Job Vice President Client Experience at Ameriprise | Innovative Strategist| Executive who Grows Businesses
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial January 2009 - March 2013
Ameriprise Financial January 2006 - January 2009
American Express Financial Services May 2004 - December 2005
American Express 2003 - April 2004
American Express Financial Advisors 2001 - 2002
American Express Financial Advisors January 1999 - July 2001
American Express Financial Advisors June 1997 - December 1998
American Express Financial Advisors November 1995 - May 1997
American Express Financial Advisors June 1995 - October 1995
Skills
Product Management, Product Development, Relationship Management, Negotiation, Interpersonal Skill, Integrity, Program Management, Collaboration, Business Strategy, Analytics, Cross-functional Team..., Strategy, Business Transformation, Social Media Marketing, Banking, Team Building, Client Experience, Product Strategy, Driving innovation and..., Sound Decision Making, Investment Advisory, Electronic Payments, Wealth Management, Financial Services, Customer Experience, Strategic Planning, Management, Analysis, Mergers & Acquisitions, P&L Management, Investments, Finance, Marketing Strategy, Change Management, Marketing, Portfolio Management, Segmentation, Integrated Marketing, Risk Management, Sales, Vendor Management
Education
University of Minnesota - Carlson School of Management 1996 — 1999
MBA, Information Technology and Operations
University of Wisconsin-Madison 1990 — 1995
BBA, Mathematics
University of Wisconsin-Madison - School of Business 1990 — 1995
BBA, Finance, Graduated with distinction
Marshfield Senior High School 1987 — 1990
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial January 2009 - March 2013
Ameriprise Financial January 2006 - January 2009
American Express Financial Services May 2004 - December 2005
American Express 2003 - April 2004
American Express Financial Advisors 2001 - 2002
American Express Financial Advisors January 1999 - July 2001
American Express Financial Advisors June 1997 - December 1998
American Express Financial Advisors November 1995 - May 1997
American Express Financial Advisors June 1995 - October 1995
Skills
Product Management, Product Development, Relationship Management, Negotiation, Interpersonal Skill, Integrity, Program Management, Collaboration, Business Strategy, Analytics, Cross-functional Team..., Strategy, Business Transformation, Social Media Marketing, Banking, Team Building, Client Experience, Product Strategy, Driving innovation and..., Sound Decision Making, Investment Advisory, Electronic Payments, Wealth Management, Financial Services, Customer Experience, Strategic Planning, Management, Analysis, Mergers & Acquisitions, P&L Management, Investments, Finance, Marketing Strategy, Change Management, Marketing, Portfolio Management, Segmentation, Integrated Marketing, Risk Management, Sales, Vendor Management
Education
University of Minnesota - Carlson School of Management 1996 — 1999
MBA, Information Technology and Operations
University of Wisconsin-Madison 1990 — 1995
BBA, Mathematics
University of Wisconsin-Madison - School of Business 1990 — 1995
BBA, Finance, Graduated with distinction
Marshfield Senior High School 1987 — 1990
Libby Utter Libby Utter's Ameriprise Financial Experience February 2011 - February 2012
Job Vice President, Development at Ronald McDonald House Charities, Upper Midwest
Industry Fund-Raising
Experience
Ronald McDonald House Charities, Upper Midwest June 2013 - Present
ForbesUtter 2011 - 2013
Ameriprise Financial February 2011 - February 2012
Wood Executive Search 1996 - July 2010
Flatley Employment Services 1991 - 1996
Ivory Tower Publishing 1988 - 1990
Skills
Onboarding, Executive Search, Employee Engagement, Recruiting, Management Consulting, Team Building, Financial Services, Strategy, Leadership, Talent Acquisition, Search, Leadership Development, Strategic Planning, Management, Coaching, Organizational..., Talent Management, Human Resources, Project Planning, Sales, Mergers & Acquisitions, Program Management
Education
University of Michigan 1984 — 1988
BA, English Literature
University of Essex, Colchester, England 1987 — 1987
English Literature
The Blake School 1977 — 1983
Ronald McDonald House Charities, Upper Midwest June 2013 - Present
ForbesUtter 2011 - 2013
Ameriprise Financial February 2011 - February 2012
Wood Executive Search 1996 - July 2010
Flatley Employment Services 1991 - 1996
Ivory Tower Publishing 1988 - 1990
Skills
Onboarding, Executive Search, Employee Engagement, Recruiting, Management Consulting, Team Building, Financial Services, Strategy, Leadership, Talent Acquisition, Search, Leadership Development, Strategic Planning, Management, Coaching, Organizational..., Talent Management, Human Resources, Project Planning, Sales, Mergers & Acquisitions, Program Management
Education
University of Michigan 1984 — 1988
BA, English Literature
University of Essex, Colchester, England 1987 — 1987
English Literature
The Blake School 1977 — 1983
Beau Deckman's Ameriprise Financial Experience May 2008 - August 2009
Job Category Manager at 3M
Industry Market Research
Experience
3M July 2015 - Present
3M August 2013 - Present
IRI July 2011 - August 2013
Papyrus-Recycled Greetings October 2010 - July 2011
IRI June 2010 - October 2010
IRI September 2009 - June 2010
Ameriprise Financial May 2008 - August 2009
Skills
Customer Insight, Analytics, Cross-functional Team..., Market Research, Strategy, Integrated Marketing, Data Analysis, Business Intelligence, Analysis, Product Marketing, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2013 — 2018
Master of Business Administration (MBA)
University of Wisconsin-Madison 2004 — 2007
Bachelor of Arts, Economics, Political Science
3M July 2015 - Present
3M August 2013 - Present
IRI July 2011 - August 2013
Papyrus-Recycled Greetings October 2010 - July 2011
IRI June 2010 - October 2010
IRI September 2009 - June 2010
Ameriprise Financial May 2008 - August 2009
Skills
Customer Insight, Analytics, Cross-functional Team..., Market Research, Strategy, Integrated Marketing, Data Analysis, Business Intelligence, Analysis, Product Marketing, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2013 — 2018
Master of Business Administration (MBA)
University of Wisconsin-Madison 2004 — 2007
Bachelor of Arts, Economics, Political Science
Bradley Bretl Bradley Bretl's Ameriprise Financial Experience August 2010 - August 2010
Job Senior Auditor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - August 2014
Ameriprise Financial Services, Inc. July 2011 - February 2013
Haldeman-Homme Inc March 2009 - September 2010
Ameriprise Financial August 2010 - August 2010
United Health Group 2009 - 2009
YMCA May 2004 - August 2007
Barefoot International 2003 - 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint, Access, Outlook, Business Objects, Essbase, Presentations, Professional Writing, Marketing Strategy, Strategy, Time Management, Customer Service
Education
University of St. Thomas 2014 — 2018
Master of Business Administration (M.B.A.), Finance, General
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Entre. Management and Finance
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - August 2014
Ameriprise Financial Services, Inc. July 2011 - February 2013
Haldeman-Homme Inc March 2009 - September 2010
Ameriprise Financial August 2010 - August 2010
United Health Group 2009 - 2009
YMCA May 2004 - August 2007
Barefoot International 2003 - 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint, Access, Outlook, Business Objects, Essbase, Presentations, Professional Writing, Marketing Strategy, Strategy, Time Management, Customer Service
Education
University of St. Thomas 2014 — 2018
Master of Business Administration (M.B.A.), Finance, General
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Entre. Management and Finance
Ashley Tardy's Ameriprise Financial Experience October 2009 - July 2010
Job Accountant at PartyLite
Industry Financial Services
Experience
PartyLite May 2015 - Present
Boston Beer Company July 2012 - May 2015
Green Environmental, Inc. July 2010 - July 2012
Ameriprise Financial October 2009 - July 2010
UMass Dartmouth September 2007 - May 2010
Plymouth Fitness January 2008 - 2010
Pilgrim Path Cafe May 2007 - September 2008
Skills
Microsoft Office, Customer Service, Cpr Certified, Accounting, Filing, Process Scheduler, Access, PowerPoint, Microsoft Excel, Microsoft Word, SPSS, Data Entry, Facebook, Time Management, Outlook, Training, Teamwork
Education
University of Massachusetts Dartmouth 2006 — 2010
Finance, Finance, Accounting, Marketing
PartyLite May 2015 - Present
Boston Beer Company July 2012 - May 2015
Green Environmental, Inc. July 2010 - July 2012
Ameriprise Financial October 2009 - July 2010
UMass Dartmouth September 2007 - May 2010
Plymouth Fitness January 2008 - 2010
Pilgrim Path Cafe May 2007 - September 2008
Skills
Microsoft Office, Customer Service, Cpr Certified, Accounting, Filing, Process Scheduler, Access, PowerPoint, Microsoft Excel, Microsoft Word, SPSS, Data Entry, Facebook, Time Management, Outlook, Training, Teamwork
Education
University of Massachusetts Dartmouth 2006 — 2010
Finance, Finance, Accounting, Marketing
Kasey Cao Kasey Cao's Ameriprise Financial Experience July 2006 - September 2007
Job Demand Planning Analyst at Best Buy
Industry Consumer Electronics
Experience
Best Buy January 2008 - Present
Circuit City October 2007 - January 2008
Ameriprise Financial July 2006 - September 2007
Education
University of Minnesota - Carlson School of Management 2003 — 2006
B.A., Management
University of Minnesota-Twin Cities 2001 — 2006
B.S., Economics, Management
Best Buy January 2008 - Present
Circuit City October 2007 - January 2008
Ameriprise Financial July 2006 - September 2007
Education
University of Minnesota - Carlson School of Management 2003 — 2006
B.A., Management
University of Minnesota-Twin Cities 2001 — 2006
B.S., Economics, Management
Matt Knihtila, CFA Matt Knihtila, CFA's Ameriprise Financial Experience November 2005 - March 2006
Job Manager, Global Securities Operations (Valuations)
Industry Financial Services
Experience
Capital Group August 2009 - Present
The Hartford March 2006 - August 2009
Ameriprise Financial November 2005 - March 2006
Diversified Financial Concepts January 2005 - October 2005
Skills
Mutual Funds, Equities, Investments, Financial Analysis, Bloomberg, Retirement, Trading, Financial Modeling, Insurance, Fixed Income, Finance, Reuters, Corporate Actions, Fair Value, Process Improvement, Mergers & Acquisitions, Accounting, Valuation, Securities, Asset Management, Strategic Financial...
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
University of Wisconsin-Eau Claire 2001 — 2004
BBA
Capital Group August 2009 - Present
The Hartford March 2006 - August 2009
Ameriprise Financial November 2005 - March 2006
Diversified Financial Concepts January 2005 - October 2005
Skills
Mutual Funds, Equities, Investments, Financial Analysis, Bloomberg, Retirement, Trading, Financial Modeling, Insurance, Fixed Income, Finance, Reuters, Corporate Actions, Fair Value, Process Improvement, Mergers & Acquisitions, Accounting, Valuation, Securities, Asset Management, Strategic Financial...
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
University of Wisconsin-Eau Claire 2001 — 2004
BBA
Dianne Schmidt Dianne Schmidt's Ameriprise Financial Experience October 2008 - March 2009
Job Senior internal communications and marketing communications professional
Industry Public Relations and Communications
Experience
Be The Match operated by National Marrow Donor Program August 2009 - June 2015
Ameriprise Financial October 2008 - March 2009
Carlson Marketing Worldwide November 2006 - June 2008
Carlson Marketing Worldwide April 2004 - November 2006
Carlson Companies August 2003 - April 2004
Lockheed Martin June 2002 - August 2002
Carlson Companies August 2000 - August 2001
Carlson Companies June 1999 - August 2000
Carlson Wagonlit Travel May 1997 - June 1999
Skills
Marketing Communications, Internal Communications, Corporate Communications, Program Management, Event Planning, Cross-functional Team..., Project Management, Management, Strategic Communications, Event Management, Project Planning, Microsoft Office, WebEx, Writing, Copy Editing, Project Implementation, Collaborative, Integrity, Client Relationship..., Meeting Management, Intranet Strategy, Web Content Management, Editorial Calendars, Leadership
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Marketing and Strategic Management
University of St. Thomas - Opus College of Business 1992 — 1996
BA, Human Resources Management and Business Communication
International Association of Business Communicators (IABC) communications course
Take It To the Next Level: From Tactical to Strategic Communication
Be The Match operated by National Marrow Donor Program August 2009 - June 2015
Ameriprise Financial October 2008 - March 2009
Carlson Marketing Worldwide November 2006 - June 2008
Carlson Marketing Worldwide April 2004 - November 2006
Carlson Companies August 2003 - April 2004
Lockheed Martin June 2002 - August 2002
Carlson Companies August 2000 - August 2001
Carlson Companies June 1999 - August 2000
Carlson Wagonlit Travel May 1997 - June 1999
Skills
Marketing Communications, Internal Communications, Corporate Communications, Program Management, Event Planning, Cross-functional Team..., Project Management, Management, Strategic Communications, Event Management, Project Planning, Microsoft Office, WebEx, Writing, Copy Editing, Project Implementation, Collaborative, Integrity, Client Relationship..., Meeting Management, Intranet Strategy, Web Content Management, Editorial Calendars, Leadership
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Marketing and Strategic Management
University of St. Thomas - Opus College of Business 1992 — 1996
BA, Human Resources Management and Business Communication
International Association of Business Communicators (IABC) communications course
Take It To the Next Level: From Tactical to Strategic Communication
Larry Nimbach's Ameriprise Financial Experience May 1996 - October 2009
Job Municipal Bond Trader at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. February 2013 - Present
Noble Capital Partners September 2011 - January 2013
Shantyboy Studio January 2011 - January 2013
Ameriprise Financial May 1996 - October 2009
Skills
Chartered Financial..., Fixed Income, Bonds, Municipal Bonds, Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investment Management, Financial Advisory, Uniform Combined State..., Trading, Investment Advisory, Equities, FINRA, Leadership, Trading Systems, Web Design
Education
University of Michigan 1992 — 1996
Bachelor, Economics
Investment Professionals, Inc. February 2013 - Present
Noble Capital Partners September 2011 - January 2013
Shantyboy Studio January 2011 - January 2013
Ameriprise Financial May 1996 - October 2009
Skills
Chartered Financial..., Fixed Income, Bonds, Municipal Bonds, Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investment Management, Financial Advisory, Uniform Combined State..., Trading, Investment Advisory, Equities, FINRA, Leadership, Trading Systems, Web Design
Education
University of Michigan 1992 — 1996
Bachelor, Economics
Chris Wahrman's Ameriprise Financial Experience May 2007 - August 2007
Job
Industry Marketing and Advertising
Experience
Cray Inc. August 2015 - Present
OptumHealth July 2013 - September 2014
OptumInsight September 2010 - June 2013
Ingenix June 2008 - September 2010
Carlson Brand Enterprise April 2007 - May 2008
Ameriprise Financial May 2007 - August 2007
Heartland Investigative Group September 2004 - March 2006
Skills
Pricing, Marketing Communications, Analytics, Market Research, Product Marketing, Product Management, Cross-functional Team..., Brand Management, Business Development, Strategic Planning, Leadership, Management, Product Development, Marketing, Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Marketing
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA, Marketing and Management
Minnehaha Academy
Cray Inc. August 2015 - Present
OptumHealth July 2013 - September 2014
OptumInsight September 2010 - June 2013
Ingenix June 2008 - September 2010
Carlson Brand Enterprise April 2007 - May 2008
Ameriprise Financial May 2007 - August 2007
Heartland Investigative Group September 2004 - March 2006
Skills
Pricing, Marketing Communications, Analytics, Market Research, Product Marketing, Product Management, Cross-functional Team..., Brand Management, Business Development, Strategic Planning, Leadership, Management, Product Development, Marketing, Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Marketing
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA, Marketing and Management
Minnehaha Academy
Allison Ratwik's Ameriprise Financial Experience 2004 - 2007
Job
Industry Financial Services
Experience
Thrivent Federal Credit Union July 2014 - Present
Thrivent Financial January 2011 - July 2014
Thrivent Financial February 2009 - July 2014
Thrivent Financial 2007 - 2011
Thrivent Financial 2007 - February 2009
Ameriprise Financial 2004 - 2007
American Express Financial Advisors 2002 - 2006
Carlson School of Management 2002 - 2004
Digitas 2001 - 2003
IMG 1999 - 2001
Skills
Lead Generation, Marketing, Leadership, Competitive Analysis, Strategy, Marketing Strategy, Strategic Partnerships, Strategic Planning, Cross-functional Team..., Online Marketing, Recruiting, Financial Services, Direct Marketing, Consumer Behaviour, People Development, Qualifying Prospects, Vendor Management, Mergers & Acquisitions, Web Marketing, Sponsorship, Program Development, Marketing Communications, Loyalty Programs, Business Strategy, New Business Development, Sports Marketing, Event Planning, Special Events, Public Speaking, Digital Strategy, Digital Marketing, Team Leadership
Education
Carlson School of Management 2002 — 2004
MBA
University of Massachusetts, Amherst 1997 — 1998
BS
Thrivent Federal Credit Union July 2014 - Present
Thrivent Financial January 2011 - July 2014
Thrivent Financial February 2009 - July 2014
Thrivent Financial 2007 - 2011
Thrivent Financial 2007 - February 2009
Ameriprise Financial 2004 - 2007
American Express Financial Advisors 2002 - 2006
Carlson School of Management 2002 - 2004
Digitas 2001 - 2003
IMG 1999 - 2001
Skills
Lead Generation, Marketing, Leadership, Competitive Analysis, Strategy, Marketing Strategy, Strategic Partnerships, Strategic Planning, Cross-functional Team..., Online Marketing, Recruiting, Financial Services, Direct Marketing, Consumer Behaviour, People Development, Qualifying Prospects, Vendor Management, Mergers & Acquisitions, Web Marketing, Sponsorship, Program Development, Marketing Communications, Loyalty Programs, Business Strategy, New Business Development, Sports Marketing, Event Planning, Special Events, Public Speaking, Digital Strategy, Digital Marketing, Team Leadership
Education
Carlson School of Management 2002 — 2004
MBA
University of Massachusetts, Amherst 1997 — 1998
BS
Elizabeth Merkel, MBA, PMP, CSM's Ameriprise Financial Experience June 2005 - September 2005
Job Consultant at Daugherty Business Solutions
Industry Medical Devices
Experience
Daugherty Business Solutions July 2014 - Present
Boston Scientific Corporation June 2006 - July 2014
Ameriprise Financial June 2005 - September 2005
Ameriprise Financial June 2004 - August 2004
Skills
21 CFR Part 11, Spanish, Compliance, Computer System..., Software Validation, PACS, Requirements Analysis, SDLC, Process Development, Testing, Business Analysis, MS Project, Medical Devices, Strategic Planning, Process Improvement, Problem Solving, Team Leadership, Risk Management, Software Project..., Visio, Cross-functional Team..., Mobile Technology, iPad, Project Management, PMP, Software Documentation, Quality System, Quality Assurance, Vendor Management, FDA, SharePoint, Project Portfolio..., Process Engineering, ERP, Integration, Microsoft SQL Server, Business Process..., Six Sigma, Process Simulation, Management, ISO 13485, Program Management, Validation, Leadership, Business Process, IT Management, Requirements Gathering, SAP, Business Intelligence, CAPA
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB
University of Minnesota-Twin Cities 2002 — 2006
BSB
Southwest High School 1998 — 2002
High school diploma
Daugherty Business Solutions July 2014 - Present
Boston Scientific Corporation June 2006 - July 2014
Ameriprise Financial June 2005 - September 2005
Ameriprise Financial June 2004 - August 2004
Skills
21 CFR Part 11, Spanish, Compliance, Computer System..., Software Validation, PACS, Requirements Analysis, SDLC, Process Development, Testing, Business Analysis, MS Project, Medical Devices, Strategic Planning, Process Improvement, Problem Solving, Team Leadership, Risk Management, Software Project..., Visio, Cross-functional Team..., Mobile Technology, iPad, Project Management, PMP, Software Documentation, Quality System, Quality Assurance, Vendor Management, FDA, SharePoint, Project Portfolio..., Process Engineering, ERP, Integration, Microsoft SQL Server, Business Process..., Six Sigma, Process Simulation, Management, ISO 13485, Program Management, Validation, Leadership, Business Process, IT Management, Requirements Gathering, SAP, Business Intelligence, CAPA
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB
University of Minnesota-Twin Cities 2002 — 2006
BSB
Southwest High School 1998 — 2002
High school diploma
Joe Wittig's Ameriprise Financial Experience April 1993 - February 2007
Job
Industry Financial Services
Experience
US Bank March 2007 - January 2008
Ameriprise Financial April 1993 - February 2007
American Express Financial Advisors September 1984 - April 1993
Coopers & Lybrand September 1981 - September 1984
Education
University of Minnesota - Carlson School of Management 1981 — 1984
BS
University of Minnesota-Twin Cities 1973 — 1977
BS
De La Salle HS, Minneapolis 1967 — 1971
St Anne, Minneapolis
US Bank March 2007 - January 2008
Ameriprise Financial April 1993 - February 2007
American Express Financial Advisors September 1984 - April 1993
Coopers & Lybrand September 1981 - September 1984
Education
University of Minnesota - Carlson School of Management 1981 — 1984
BS
University of Minnesota-Twin Cities 1973 — 1977
BS
De La Salle HS, Minneapolis 1967 — 1971
St Anne, Minneapolis
Jessica F. Pendal's Ameriprise Financial Experience September 2007 - September 2008
Job
Industry Medical Practice
Experience
St. Paul College March 2014 - Present
JP² & Associates LLC October 2012 - Present
New York Life Insurance Company September 2013 - March 2014
Various Industry Leaders October 1999 - April 2013
UnitedHealth Group July 2009 - October 2012
Ameriprise Financial September 2007 - September 2008
Thomson Reuters - Legal & Regulatory Division June 2004 - May 2007
Thomson Reuters - Legal & Regulatory Division July 2003 - June 2004
Thomson Reuters - Legal & Regulatory Division February 2002 - July 2003
Thomson Reuters - Legal & Regulatory Division May 2001 - February 2002
Skills
ERP, Financial Modeling, Cross-functional Team..., Forecasting, Strategic Financial..., Analysis, Project Management, Management, Business Planning, Finance, Financial Analysis, Strategy, Process Improvement, Corporate Finance, Leadership, Business Strategy, Financial Reporting, Strategic Planning, Project Planning, Accounting
Education
University of Minnesota - Carlson School of Management 1993 — 1994
MBA, Finance and Strategic Management
University of Minnesota - Carlson School of Management 1984 — 1987
BS, Accounting
St. Paul College March 2014 - Present
JP² & Associates LLC October 2012 - Present
New York Life Insurance Company September 2013 - March 2014
Various Industry Leaders October 1999 - April 2013
UnitedHealth Group July 2009 - October 2012
Ameriprise Financial September 2007 - September 2008
Thomson Reuters - Legal & Regulatory Division June 2004 - May 2007
Thomson Reuters - Legal & Regulatory Division July 2003 - June 2004
Thomson Reuters - Legal & Regulatory Division February 2002 - July 2003
Thomson Reuters - Legal & Regulatory Division May 2001 - February 2002
Skills
ERP, Financial Modeling, Cross-functional Team..., Forecasting, Strategic Financial..., Analysis, Project Management, Management, Business Planning, Finance, Financial Analysis, Strategy, Process Improvement, Corporate Finance, Leadership, Business Strategy, Financial Reporting, Strategic Planning, Project Planning, Accounting
Education
University of Minnesota - Carlson School of Management 1993 — 1994
MBA, Finance and Strategic Management
University of Minnesota - Carlson School of Management 1984 — 1987
BS, Accounting
Janet Langner's Ameriprise Financial Experience May 2008 - Present
Job VP Finance & CFO Ameriprise National Trust Bank
Industry Financial Services
Experience
Ameriprise Financial May 2008 - Present
Ameriprise Financial 1998 - 2008
Waste Management 1995 - 1999
Alliant Techsystems 1990 - 1995
Skills
Financial Analysis, Strategic Financial..., Financial Services, Investments, Banking, Financial Modeling, Series 7, Wealth Management, Business Planning, Finance, Asset Management, Mutual Funds, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
BS
University of St. Thomas - Opus College of Business
MBA
Ameriprise Financial May 2008 - Present
Ameriprise Financial 1998 - 2008
Waste Management 1995 - 1999
Alliant Techsystems 1990 - 1995
Skills
Financial Analysis, Strategic Financial..., Financial Services, Investments, Banking, Financial Modeling, Series 7, Wealth Management, Business Planning, Finance, Asset Management, Mutual Funds, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
BS
University of St. Thomas - Opus College of Business
MBA
Jen Flogel's Ameriprise Financial Experience February 2002 - October 2003
Job Director Business Management at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group June 2009 - September 2013
CUNA Mutual Group January 2006 - June 2009
CUNA Mutual Group July 2005 - January 2006
CUNA Mutual Group October 2003 - July 2005
Ameriprise Financial February 2002 - October 2003
Ameriprise Financial May 2000 - February 2002
Skills
Strategic Leadership, Strategic Planning, Strategy Execution, Problem Solving, Business Acumen, Project Management, Relationship Management, Business Planning, Product Management, Process Management, Sales Management, Team Leadership, Cross-functional Team..., Process Improvement, Insurance, Segmentation, B2B, Strategy, Program Management, Leadership, Change Management, Sales, Project Portfolio..., Consulting, Project Planning
Education
University of Minnesota - Carlson School of Management 1994 — 1996
MBA, Strategic Management & Finance
University of Wisconsin-Madison - School of Business 1988 — 1992
BBA, Finance & Marketing
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group June 2009 - September 2013
CUNA Mutual Group January 2006 - June 2009
CUNA Mutual Group July 2005 - January 2006
CUNA Mutual Group October 2003 - July 2005
Ameriprise Financial February 2002 - October 2003
Ameriprise Financial May 2000 - February 2002
Skills
Strategic Leadership, Strategic Planning, Strategy Execution, Problem Solving, Business Acumen, Project Management, Relationship Management, Business Planning, Product Management, Process Management, Sales Management, Team Leadership, Cross-functional Team..., Process Improvement, Insurance, Segmentation, B2B, Strategy, Program Management, Leadership, Change Management, Sales, Project Portfolio..., Consulting, Project Planning
Education
University of Minnesota - Carlson School of Management 1994 — 1996
MBA, Strategic Management & Finance
University of Wisconsin-Madison - School of Business 1988 — 1992
BBA, Finance & Marketing
Sharon Cline's Ameriprise Financial Experience June 2004 - December 2009
Job Director Change and Release Management at Best Buy
Industry Information Technology and Services
Experience
Best Buy April 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - April 2015
Ameriprise Financial June 2004 - December 2009
Ameriprise Financial Services, Inc. October 2000 - June 2004
American Express Financial Advisors October 1997 - October 2000
American Express Financial AdvisorsStart February 1988 - October 1997
Skills
Vendor Management, Service Management, Business Analysis, Process Improvement, ITIL, Asset Managment, IT Strategy, IT Service Management, SDLC, Asset Management, IT Operations, PMP, PMO, Requirements Analysis, Project Portfolio..., Software Documentation, Business Requirements, Service Delivery, Disaster Recovery, Business Process..., Resource Management, IT Management, Business Process, Project Delivery, Incident Management, Data Center, Change Management, Requirements Gathering, Visio, IT Outsourcing, SharePoint, Enterprise Architecture, Governance, Business Continuity, Team Leadership
Education
University of Minnesota - Carlson School of Management 1975 — 1979
Benchmark Learning
SharePoint 2010 Business Intelligence
New Horizons of Minnesota
ITIL Manager Certification, With distinction
University of Minnesota-Twin Cities
CPA Certificate
Best Buy April 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - April 2015
Ameriprise Financial June 2004 - December 2009
Ameriprise Financial Services, Inc. October 2000 - June 2004
American Express Financial Advisors October 1997 - October 2000
American Express Financial AdvisorsStart February 1988 - October 1997
Skills
Vendor Management, Service Management, Business Analysis, Process Improvement, ITIL, Asset Managment, IT Strategy, IT Service Management, SDLC, Asset Management, IT Operations, PMP, PMO, Requirements Analysis, Project Portfolio..., Software Documentation, Business Requirements, Service Delivery, Disaster Recovery, Business Process..., Resource Management, IT Management, Business Process, Project Delivery, Incident Management, Data Center, Change Management, Requirements Gathering, Visio, IT Outsourcing, SharePoint, Enterprise Architecture, Governance, Business Continuity, Team Leadership
Education
University of Minnesota - Carlson School of Management 1975 — 1979
Benchmark Learning
SharePoint 2010 Business Intelligence
New Horizons of Minnesota
ITIL Manager Certification, With distinction
University of Minnesota-Twin Cities
CPA Certificate
Stephen Randall's Ameriprise Financial Experience 2001 - 2004
Job Program Manager at Deluxe Corporation
Industry Computer Software
Experience
Randall Consulting, Inc. Program ManagerDeluxe CorporationJanuary 2011 - Present
MoneyGram International August 2008 - January 2011
Verifications, Inc. July 2007 - July 2008
MoneyGram International 2005 - 2007
American Express Financial Advisors January 2002 - August 2005
Ameriprise Financial 2001 - 2004
Piper Jaffray December 2000 - January 2002
Ameriprise Financial Advisors June 1998 - December 2000
Carlson Marketing Group June 1996 - October 1998
Andersen Consulting May 1991 - June 1996
Skills
SDLC, E-commerce, Project Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Management, Program Management, Cross-functional Team..., Business Process..., Integration
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategy and Finance
University of Michigan 1987 — 1991
Bachelor of Science Engineering, Computer Engineering
Randall Consulting, Inc. Program ManagerDeluxe CorporationJanuary 2011 - Present
MoneyGram International August 2008 - January 2011
Verifications, Inc. July 2007 - July 2008
MoneyGram International 2005 - 2007
American Express Financial Advisors January 2002 - August 2005
Ameriprise Financial 2001 - 2004
Piper Jaffray December 2000 - January 2002
Ameriprise Financial Advisors June 1998 - December 2000
Carlson Marketing Group June 1996 - October 1998
Andersen Consulting May 1991 - June 1996
Skills
SDLC, E-commerce, Project Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Management, Program Management, Cross-functional Team..., Business Process..., Integration
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategy and Finance
University of Michigan 1987 — 1991
Bachelor of Science Engineering, Computer Engineering
Brock Harmon's Ameriprise Financial Experience 1994 - 2010
Job Financial Services Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
BJHarmon, Inc. June 2010 - Present
Thank God for Kids Fundraising 1995 - Present
Digi-Key Corporation 2010 - June 2014
Weatherly Consulting, Inc. 2002 - June 2010
Ameriprise Financial 1994 - 2010
PwC Consulting 1994 - 2002
St. Paul Companies 1992 - 1994
St. Paul Companies 1987 - 1992
Control Data Corporation 1984 - 1987
Skills
Business Analysis, Project Planning, Analysis, Software Development, Requirements Analysis, Project Management, Business Requirements, Requirements Gathering, Business Process Design, Business Process..., SDLC, Management
Education
University of Minnesota - Carlson School of Management 1981 — 1983
MBA, Finance and MIS
University of Minnesota-Twin Cities 1976 — 1981
Bachelors of Computer Science, Computer Science and Business
Ameriprise Financial Services, Inc. June 2014 - Present
BJHarmon, Inc. June 2010 - Present
Thank God for Kids Fundraising 1995 - Present
Digi-Key Corporation 2010 - June 2014
Weatherly Consulting, Inc. 2002 - June 2010
Ameriprise Financial 1994 - 2010
PwC Consulting 1994 - 2002
St. Paul Companies 1992 - 1994
St. Paul Companies 1987 - 1992
Control Data Corporation 1984 - 1987
Skills
Business Analysis, Project Planning, Analysis, Software Development, Requirements Analysis, Project Management, Business Requirements, Requirements Gathering, Business Process Design, Business Process..., SDLC, Management
Education
University of Minnesota - Carlson School of Management 1981 — 1983
MBA, Finance and MIS
University of Minnesota-Twin Cities 1976 — 1981
Bachelors of Computer Science, Computer Science and Business
Deepa Roongta's Ameriprise Financial Experience September 2007 - February 2010
Job Vice President of Finance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2012
Ameriprise Financial September 2007 - February 2010
GMAC ResCap October 2005 - September 2007
Ceridian July 2003 - October 2005
Ceridian December 1999 - July 2003
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Finance, Forecasting, Investments, Managerial Finance, Essbase, Sarbanes-Oxley Act, Process Improvement, Variance Analysis, Risk Management, Corporate Finance, Accounting, Microsoft Excel, Financial Services
Education
University of St. Thomas
Accounting Certificate, Accounting
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, FInance
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2012
Ameriprise Financial September 2007 - February 2010
GMAC ResCap October 2005 - September 2007
Ceridian July 2003 - October 2005
Ceridian December 1999 - July 2003
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Finance, Forecasting, Investments, Managerial Finance, Essbase, Sarbanes-Oxley Act, Process Improvement, Variance Analysis, Risk Management, Corporate Finance, Accounting, Microsoft Excel, Financial Services
Education
University of St. Thomas
Accounting Certificate, Accounting
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, FInance
Jessie Wilton's Ameriprise Financial Experience December 2006 - December 2007
Job Principal HR Generalist at Medtronic and Owner, 3 Maries Designs Jewelry
Industry Human Resources
Experience
Medtronic December 2013 - Present
Medtronic June 2012 - December 2013
Thomson Reuters August 2010 - June 2012
Thomson Reuters August 2009 - August 2010
Thomson Reuters January 2008 - August 2009
Ameriprise Financial December 2006 - December 2007
Skills
Employee Relations, Performance Management, Talent Management, Employee Engagement, Leadership Development, Building Relationships, Coaching, Onboarding, Recruiting, Workforce Planning, Leadership, Personnel Management, Conflict Resolution, Management, Talent Acquisition, Human Resources, Succession Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MA, Human Resources & Industrial Relations
University of Minnesota-Twin Cities 2002 — 2006
BA, Psychology, Sociology
Medtronic December 2013 - Present
Medtronic June 2012 - December 2013
Thomson Reuters August 2010 - June 2012
Thomson Reuters August 2009 - August 2010
Thomson Reuters January 2008 - August 2009
Ameriprise Financial December 2006 - December 2007
Skills
Employee Relations, Performance Management, Talent Management, Employee Engagement, Leadership Development, Building Relationships, Coaching, Onboarding, Recruiting, Workforce Planning, Leadership, Personnel Management, Conflict Resolution, Management, Talent Acquisition, Human Resources, Succession Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MA, Human Resources & Industrial Relations
University of Minnesota-Twin Cities 2002 — 2006
BA, Psychology, Sociology
Jenna Prchal's Ameriprise Financial Experience June 2010 - August 2012
Job at
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Prchal's Originals July 2012 - Present
Ameriprise Financial June 2010 - August 2012
Wells Fargo March 2004 - June 2010
Skills
Series 7, Financial Services, FINRA, Process Improvement, Risk Management
Education
University of Minnesota - Carlson School of Management 2003 — 2012
Bachelor of Science In Business, Finance and Financial Management Services
New Prague High School 1998 — 2002
Diploma
Ameriprise Financial Services, Inc. August 2012 - Present
Prchal's Originals July 2012 - Present
Ameriprise Financial June 2010 - August 2012
Wells Fargo March 2004 - June 2010
Skills
Series 7, Financial Services, FINRA, Process Improvement, Risk Management
Education
University of Minnesota - Carlson School of Management 2003 — 2012
Bachelor of Science In Business, Finance and Financial Management Services
New Prague High School 1998 — 2002
Diploma
Danielle Wentzel's Ameriprise Financial Experience June 2007 - March 2008
Job Manager Senior Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2007 - March 2008
Ameriprise Financial Services, Inc. August 2002 - July 2007
KPMG Peat Marwick June 1997 - August 2002
Skills
Financial Analysis, Training, Management
Education
University of Minnesota - Carlson School of Management
Ameriprise Financial June 2007 - March 2008
Ameriprise Financial Services, Inc. August 2002 - July 2007
KPMG Peat Marwick June 1997 - August 2002
Skills
Financial Analysis, Training, Management
Education
University of Minnesota - Carlson School of Management
Francisco Pascual's Ameriprise Financial Experience June 2008 - August 2008
Job Delegate Sales Associate at Latin Markets
Industry Capital Markets
Experience
Markets Group July 2014 - Present
Euromoney Institutional Investor October 2012 - July 2014
AMR Capital Trading Corp September 2010 - September 2011
Ameriprise Financial June 2008 - August 2008
Campaign Research Associates June 2005 - August 2005
Skills
Microsoft Office, Series 7, Microsoft Dynamics ERP, Data Entry, Bloomberg, Equities, Training, Emerging Markets, Microsoft Excel, Asset Management, Trading, Investments, Finance, Due Diligence
Education
University of Miami - School of Business 2005 — 2008
BA, Finance
London School of Economics
Markets Group July 2014 - Present
Euromoney Institutional Investor October 2012 - July 2014
AMR Capital Trading Corp September 2010 - September 2011
Ameriprise Financial June 2008 - August 2008
Campaign Research Associates June 2005 - August 2005
Skills
Microsoft Office, Series 7, Microsoft Dynamics ERP, Data Entry, Bloomberg, Equities, Training, Emerging Markets, Microsoft Excel, Asset Management, Trading, Investments, Finance, Due Diligence
Education
University of Miami - School of Business 2005 — 2008
BA, Finance
London School of Economics
Erika Larmon's Ameriprise Financial Experience December 2004 - April 2008
Job Accounting/Finance Manager II at TCF Bank
Industry Accounting
Experience
TCF Bank July 2013 - Present
Best Buy April 2009 - May 2013
Best Buy April 2008 - April 2009
Ameriprise Financial December 2004 - April 2008
Deloitte & Touche 2002 - 2004
Deloitte January 2001 - May 2001
Deloitte June 2000 - August 2000
Skills
Sarbanes-Oxley Act, Internal Controls, SEC filings, Accounting, Financial Reporting, Financial Analysis, Risk Management
Education
University of Minnesota - Carlson School of Management 2000 — 2002
BSB, Accounting, Finance
University of Minnesota-Duluth 1998 — 2000
Accounting and Finance
TCF Bank July 2013 - Present
Best Buy April 2009 - May 2013
Best Buy April 2008 - April 2009
Ameriprise Financial December 2004 - April 2008
Deloitte & Touche 2002 - 2004
Deloitte January 2001 - May 2001
Deloitte June 2000 - August 2000
Skills
Sarbanes-Oxley Act, Internal Controls, SEC filings, Accounting, Financial Reporting, Financial Analysis, Risk Management
Education
University of Minnesota - Carlson School of Management 2000 — 2002
BSB, Accounting, Finance
University of Minnesota-Duluth 1998 — 2000
Accounting and Finance
Brent Sabin's Ameriprise Financial Experience 2006 - Present
Job VP, Benefits at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Royal Bank of Canada 1992 - 2005
RBC Dain Rauscher 1994 - 2002
Education
University of Minnesota - Carlson School of Management 1988 — 1992
Ameriprise Financial 2006 - Present
Royal Bank of Canada 1992 - 2005
RBC Dain Rauscher 1994 - 2002
Education
University of Minnesota - Carlson School of Management 1988 — 1992
Derek Blinkman's Ameriprise Financial Experience March 2009 - Present
Job Senior Manager Strategic Sourcing at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
Deephaven Capital Management November 2007 - February 2009
Target July 1999 - November 2007
Target Financial Services July 1997 - July 1999
US Bank 1995 - 1997
Skills
Vendor Management, Strategic Sourcing, Negotiation, Procurement, Mergers, Financial Analysis, Enterprise Risk..., Legal Documents, Contract Management, Contract Negotiation, Technology, Project Management, Market Data, Information Security, Physical Security, RFP Generation, Competitive Pricing, Business Process..., Leadership, Process Improvement, Analysis, Finance, Sourcing, Mergers
Education
University of Minnesota - Carlson School of Management 1998 — 2001
MBA, Finance, MIS/IT, and eBusiness
University of Minnesota Duluth 1991 — 1995
BBA, Finance and Economics
Ameriprise Financial March 2009 - Present
Deephaven Capital Management November 2007 - February 2009
Target July 1999 - November 2007
Target Financial Services July 1997 - July 1999
US Bank 1995 - 1997
Skills
Vendor Management, Strategic Sourcing, Negotiation, Procurement, Mergers, Financial Analysis, Enterprise Risk..., Legal Documents, Contract Management, Contract Negotiation, Technology, Project Management, Market Data, Information Security, Physical Security, RFP Generation, Competitive Pricing, Business Process..., Leadership, Process Improvement, Analysis, Finance, Sourcing, Mergers
Education
University of Minnesota - Carlson School of Management 1998 — 2001
MBA, Finance, MIS/IT, and eBusiness
University of Minnesota Duluth 1991 — 1995
BBA, Finance and Economics
Donald Hunninghake's Ameriprise Financial Experience April 1999 - August 2007
Job Consultant at Salo LLC
Industry Financial Services
Experience
Salo LLC September 2007 - Present
GMAC ResCap 2007 - 2008
Ameriprise Financial April 1999 - August 2007
American Express Financial Advisors 1999 - 2007
US Bank April 1997 - April 1999
Education
University of Minnesota - Carlson School of Management
University of Minnesota-Twin Cities
BS, Mechanical Engineering
Salo LLC September 2007 - Present
GMAC ResCap 2007 - 2008
Ameriprise Financial April 1999 - August 2007
American Express Financial Advisors 1999 - 2007
US Bank April 1997 - April 1999
Education
University of Minnesota - Carlson School of Management
University of Minnesota-Twin Cities
BS, Mechanical Engineering
Ed Skelly's Ameriprise Financial Experience July 2006 - February 2008
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2008 - Present
Ameriprise Financial July 2006 - February 2008
Ameriprise Financial June 2002 - June 2006
American Express now Ameriprise January 2000 - May 2002
Skills
Accounting, Financial Analysis, Forecasting, Asset Management, Strategic Planning, Analysis, Business Analysis, Management, Risk Management, Strategic Financial..., Investments, Financial Services, Finance, Financial Modeling, Leadership, Strategy, Process Improvement, Banking, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
MBA, Finance, General
Wells Fargo March 2008 - Present
Ameriprise Financial July 2006 - February 2008
Ameriprise Financial June 2002 - June 2006
American Express now Ameriprise January 2000 - May 2002
Skills
Accounting, Financial Analysis, Forecasting, Asset Management, Strategic Planning, Analysis, Business Analysis, Management, Risk Management, Strategic Financial..., Investments, Financial Services, Finance, Financial Modeling, Leadership, Strategy, Process Improvement, Banking, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
MBA, Finance, General
Charles Schervish's Ameriprise Financial Experience May 2006 - November 2009
Job Portfolio Manager at Blue Cross Blue Shield of Michigan
Industry Financial Services
Experience
Blue Cross Blue Shield of Michigan July 2010 - Present
Ameriprise Financial May 2006 - November 2009
The Ayco Company 2005 - 2006
Skills
Investments, Securities, Financial Analysis, Strategic Financial..., Portfolio Management, Bloomberg, Fixed Income, Asset Allocation, Financial Modeling, Asset Management, Capital Markets, Series 7, Retirement Planning
Education
University of Michigan-Dearborn
BBA
Wayne State University
MBA
Blue Cross Blue Shield of Michigan July 2010 - Present
Ameriprise Financial May 2006 - November 2009
The Ayco Company 2005 - 2006
Skills
Investments, Securities, Financial Analysis, Strategic Financial..., Portfolio Management, Bloomberg, Fixed Income, Asset Allocation, Financial Modeling, Asset Management, Capital Markets, Series 7, Retirement Planning
Education
University of Michigan-Dearborn
BBA
Wayne State University
MBA
Andrew Flis's Ameriprise Financial Experience June 2008 - September 2008
Job Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
Andy Jacobson , CFA's Ameriprise Financial Experience September 2007 - April 2013
Job VP Annuity Hedging at Reinsurance Group of America
Industry Investment Management
Experience
Reinsurance Group of America April 2013 - Present
Ameriprise Financial September 2007 - April 2013
GMAC RFC 2006 - 2007
Harbert Management Corporation August 2004 - December 2005
Royal & SunAlliance May 1991 - August 2004
Royal Maccabees Life 1991 - 1993
Skills
Strong communication..., Strong team building..., Strong knowledge of SOX..., ALM, Capital Markets, Asset Managment, Financial Risk, Market Risk, Fixed Income, Valuation, Financial Analysis, Enterprise Risk..., Hedging, Hedge Funds, Derivatives, Equities, Investments, Credit Risk, Trading, MBS, Risk Management, Financial Services, Asset Management, Life Insurance, Portfolio Management, Variable Annuities
Education
University of Michigan 1983 — 1991
MBA 91, BA 87, MBA, Applied Math
Reinsurance Group of America April 2013 - Present
Ameriprise Financial September 2007 - April 2013
GMAC RFC 2006 - 2007
Harbert Management Corporation August 2004 - December 2005
Royal & SunAlliance May 1991 - August 2004
Royal Maccabees Life 1991 - 1993
Skills
Strong communication..., Strong team building..., Strong knowledge of SOX..., ALM, Capital Markets, Asset Managment, Financial Risk, Market Risk, Fixed Income, Valuation, Financial Analysis, Enterprise Risk..., Hedging, Hedge Funds, Derivatives, Equities, Investments, Credit Risk, Trading, MBS, Risk Management, Financial Services, Asset Management, Life Insurance, Portfolio Management, Variable Annuities
Education
University of Michigan 1983 — 1991
MBA 91, BA 87, MBA, Applied Math
Duncan Tomassen's Ameriprise Financial Experience February 2006 - September 2008
Job Ecommerce & Web Integrator and Delivery Leader at Lifetouch
Industry Information Technology and Services
Experience
Lifetouch June 2015 - Present
Allianz Life April 2014 - June 2015
Deluxe Corporation October 2013 - March 2014
Best Buy December 2011 - September 2013
Best Buy March 2009 - December 2011
CHS September 2008 - March 2009
Ameriprise Financial February 2006 - September 2008
American Express June 2000 - February 2006
Skills
E-commerce, IT Strategy, Consulting, Mobile Technology, Solution Architecture, Integration, Agile Methodologies, Cross-functional Team..., Program Management, Cloud Computing, Security, Enterprise Software, Management, Financial Modeling, Business Analysis, ITIL, SOA, Product Management, Product Development, Mobile Product..., Information Architecture, Visual Design, Wireframes, Vendor Management, IT Management, IT Service Management, ATG Commerce, Oracle Commerce / ATG, Endeca, Oracle BCC, Oracle CSC, Adobe Experience Manager, Adobe CQ5, Adobe Scene7, Strategy, CRM, Strategic Partnerships, Mobile Devices, Leadership, Software Development
Education
University of Minnesota - Carlson School of Management 1996 — 2002
Finance and Management of Information Systems
Lifetouch June 2015 - Present
Allianz Life April 2014 - June 2015
Deluxe Corporation October 2013 - March 2014
Best Buy December 2011 - September 2013
Best Buy March 2009 - December 2011
CHS September 2008 - March 2009
Ameriprise Financial February 2006 - September 2008
American Express June 2000 - February 2006
Skills
E-commerce, IT Strategy, Consulting, Mobile Technology, Solution Architecture, Integration, Agile Methodologies, Cross-functional Team..., Program Management, Cloud Computing, Security, Enterprise Software, Management, Financial Modeling, Business Analysis, ITIL, SOA, Product Management, Product Development, Mobile Product..., Information Architecture, Visual Design, Wireframes, Vendor Management, IT Management, IT Service Management, ATG Commerce, Oracle Commerce / ATG, Endeca, Oracle BCC, Oracle CSC, Adobe Experience Manager, Adobe CQ5, Adobe Scene7, Strategy, CRM, Strategic Partnerships, Mobile Devices, Leadership, Software Development
Education
University of Minnesota - Carlson School of Management 1996 — 2002
Finance and Management of Information Systems
Jay Alexander, CFA, CAIA's Ameriprise Financial Experience March 2005 - May 2006
Job Director, Consultant Relations at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments June 2013 - Present
TPG Credit Management May 2011 - December 2012
Eaton Vance May 2010 - May 2011
Columbia Management (Formerly RiverSource Institutional Advisors) June 2006 - May 2010
Ameriprise Financial March 2005 - May 2006
FAF Advisors November 2003 - March 2005
FAF Advisors November 1999 - November 2003
Skills
Alternative Investments, Fixed Income, Asset Managment, Investments, Equities, Hedge Funds, Distressed Debt, Institutional Sales, Consultants, Investment Strategies, Relationship Management, Capital Markets, Asset Allocation, Mutual Funds, Institutional..., Bloomberg, Strategy, Investment Management, Asset Management, Fund Of Funds, Series 7
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Investment Management, Entrepreneurial Studies
University of St. Thomas 1991 — 1995
BA, Finance/Economics
Standard Life Investments June 2013 - Present
TPG Credit Management May 2011 - December 2012
Eaton Vance May 2010 - May 2011
Columbia Management (Formerly RiverSource Institutional Advisors) June 2006 - May 2010
Ameriprise Financial March 2005 - May 2006
FAF Advisors November 2003 - March 2005
FAF Advisors November 1999 - November 2003
Skills
Alternative Investments, Fixed Income, Asset Managment, Investments, Equities, Hedge Funds, Distressed Debt, Institutional Sales, Consultants, Investment Strategies, Relationship Management, Capital Markets, Asset Allocation, Mutual Funds, Institutional..., Bloomberg, Strategy, Investment Management, Asset Management, Fund Of Funds, Series 7
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Investment Management, Entrepreneurial Studies
University of St. Thomas 1991 — 1995
BA, Finance/Economics
Greg Betlach, CRPC's Ameriprise Financial Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Education
University of Minnesota - Carlson School of Management 2002 — 2006
B.A, Finance & Minor - Marketing
Ameriprise Financial 2006 - Present
Education
University of Minnesota - Carlson School of Management 2002 — 2006
B.A, Finance & Minor - Marketing
Anthony Pesavento, MBA's Ameriprise Financial Experience January 2008 - September 2009
Job Securities Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2011 - Present
Wells Fargo September 2009 - February 2011
Ameriprise Financial January 2008 - September 2009
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA)
University Minnesota Morris 2003 — 2007
Bachelor of Arts (B.A.)
Wells Fargo March 2011 - Present
Wells Fargo September 2009 - February 2011
Ameriprise Financial January 2008 - September 2009
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA)
University Minnesota Morris 2003 — 2007
Bachelor of Arts (B.A.)
Robyn Gilbertson's Ameriprise Financial Experience June 2005 - October 2006
Job Relationship Manager Mutual Funds
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
RiverSource November 2009 - January 2011
RiverSource Investments October 2006 - November 2009
Ameriprise Financial June 2005 - October 2006
American Express Financial Advisors December 2002 - May 2005
Education
University of Michigan 1995 — 1999
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. August 2011 - Present
RiverSource November 2009 - January 2011
RiverSource Investments October 2006 - November 2009
Ameriprise Financial June 2005 - October 2006
American Express Financial Advisors December 2002 - May 2005
Education
University of Michigan 1995 — 1999
Bachelor of Arts, Economics
Drew Ewing's Ameriprise Financial Experience July 2009 - Present
Job Wealth Management Consultant RVP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial July 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - June 2009
Ameriprise Financial April 2005 - October 2006
Skills
Investments, Securities, Wealth Management, Managed Futures, Hedge Funds, Options, Futures Trading, Technical Analysis, Series 7, Series 63, Asset Allocation
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial July 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - June 2009
Ameriprise Financial April 2005 - October 2006
Skills
Investments, Securities, Wealth Management, Managed Futures, Hedge Funds, Options, Futures Trading, Technical Analysis, Series 7, Series 63, Asset Allocation
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing
Jonathan Burr's Ameriprise Financial Experience November 2007 - January 2010
Job Owner of JBFitness
Industry Health, Wellness and Fitness
Experience
Self Employed January 2012 - Present
Bodyscapes Fitness October 2011 - Present
Ameriprise Financial November 2007 - January 2010
Mount Auburn Club August 2002 - October 2007
Vanguard Inc. June 2000 - August 2002
Skills
National Strength and..., Strength Training, Fitness Training, Sports, Athletics, Fitness
Education
F.W. Olin Graduate School of Management, Babson College 2008 — 2011
MBA, Management
University of Massachusetts, Amherst 1996 — 2000
B.S., Exercise Science
Cathedral High School
Self Employed January 2012 - Present
Bodyscapes Fitness October 2011 - Present
Ameriprise Financial November 2007 - January 2010
Mount Auburn Club August 2002 - October 2007
Vanguard Inc. June 2000 - August 2002
Skills
National Strength and..., Strength Training, Fitness Training, Sports, Athletics, Fitness
Education
F.W. Olin Graduate School of Management, Babson College 2008 — 2011
MBA, Management
University of Massachusetts, Amherst 1996 — 2000
B.S., Exercise Science
Cathedral High School
James Johnson, CFA's Ameriprise Financial Experience May 1994 - November 2005
Job Managing Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF September 2012 - Present
State Street Global Advisors November 2005 - 2012
Ameriprise Financial May 1994 - November 2005
Piper Capital Management June 1990 - May 1994
Education
University of Minnesota - Carlson School of Management
MBA
University of Miami 1986 — 1990
BM
TIAA-CREF March 2015 - Present
TIAA-CREF September 2012 - Present
State Street Global Advisors November 2005 - 2012
Ameriprise Financial May 1994 - November 2005
Piper Capital Management June 1990 - May 1994
Education
University of Minnesota - Carlson School of Management
MBA
University of Miami 1986 — 1990
BM
Anjali Srivastava's Ameriprise Financial Experience October 2004 - November 2014
Job Principal at Data Engineering Technologies
Industry Information Technology and Services
Experience
Data Engineering Technoogies March 2015 - Present
Ameriprise Financial October 2004 - November 2014
Skills
Process Improvement, Vendor Management, Business Analysis, Business Process..., Cross-functional Team..., SDLC, Analytics, Strategy, Program Management, Financial Services, Business Process, IT Strategy, Project Portfolio..., Risk Management, Leadership
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, MIS, Strategy and Operations
University of Minnesota-Twin Cities
Masters in Computer Science, Software Engieering
Data Engineering Technoogies March 2015 - Present
Ameriprise Financial October 2004 - November 2014
Skills
Process Improvement, Vendor Management, Business Analysis, Business Process..., Cross-functional Team..., SDLC, Analytics, Strategy, Program Management, Financial Services, Business Process, IT Strategy, Project Portfolio..., Risk Management, Leadership
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, MIS, Strategy and Operations
University of Minnesota-Twin Cities
Masters in Computer Science, Software Engieering
Allison Asfahl's Ameriprise Financial Experience April 2006 - May 2008
Job Accounting Consultant
Industry Retail
Experience
Dane Technologies July 2010 - April 2013
Target May 2008 - July 2010
Ameriprise Financial April 2006 - May 2008
Schechter Dokken Kanter July 2003 - April 2006
Education
University of Minnesota - Carlson School of Management 2000 — 2003
BSB, Accounting
Dane Technologies July 2010 - April 2013
Target May 2008 - July 2010
Ameriprise Financial April 2006 - May 2008
Schechter Dokken Kanter July 2003 - April 2006
Education
University of Minnesota - Carlson School of Management 2000 — 2003
BSB, Accounting
Diane Lyngstad's Ameriprise Financial Experience June 2005 - May 2009
Job Finance and Operational Consulting
Industry Financial Services
Experience
Allianz Life November 2014 - Present
Chatham Court Consulting May 2009 - Present
Allianz Life November 2012 - November 2014
Cargill November 2009 - May 2011
Ameriprise Financial June 2005 - May 2009
Ameriprise Financial November 2001 - June 2005
American Express Financial Advisors 1995 - 2005
Skills
Accounting, Mergers, Forecasting, Business Process..., Analysis, Change Management, Financial Statements, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Insurance, PeopleSoft, Financial Services, Finance, Risk Management, Tax, Auditing, Credit, Managerial Finance, Mergers & Acquisitions, Budgets, Strategy, Accounts Receivable, Process Improvement, Leadership, Accounts Payable, Financial Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
University of Minnesota-Twin Cities 1974 — 1978
B.S.B, Finance
Allianz Life November 2014 - Present
Chatham Court Consulting May 2009 - Present
Allianz Life November 2012 - November 2014
Cargill November 2009 - May 2011
Ameriprise Financial June 2005 - May 2009
Ameriprise Financial November 2001 - June 2005
American Express Financial Advisors 1995 - 2005
Skills
Accounting, Mergers, Forecasting, Business Process..., Analysis, Change Management, Financial Statements, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Insurance, PeopleSoft, Financial Services, Finance, Risk Management, Tax, Auditing, Credit, Managerial Finance, Mergers & Acquisitions, Budgets, Strategy, Accounts Receivable, Process Improvement, Leadership, Accounts Payable, Financial Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
University of Minnesota-Twin Cities 1974 — 1978
B.S.B, Finance
Karen Glaser's Ameriprise Financial Experience March 2010 - March 2011
Job Senior Project Manager at Insight
Industry Information Services
Experience
Insight November 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
Large Midwestern Insurance company March 2012 - April 2012
Target April 2011 - March 2012
Ameriprise Financial March 2010 - March 2011
SUPERVALU June 2009 - February 2010
Genesis10 May 2002 - December 2008
GMAC ResCap October 2006 - September 2007
ITRadar January 2000 - May 2001
SuperValu April 1996 - December 1999
Skills
Financial Services, Retail, Leadership, Team Management, Manufacturing, Cross-functional Team..., Integration, Program Management, Strategy, Security, Project Management, Business Analysis, Process Improvement, Disaster Recovery, Project Planning, Team Building, Software Documentation, PMP, Product Management, Management, ITIL
Education
University of Minnesota - Carlson School of Management 1988 — 1989
MBA, Management Information Systems
University of Minnesota-Twin Cities 1983 — 1988
BSB, Accounting
Insight November 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
Large Midwestern Insurance company March 2012 - April 2012
Target April 2011 - March 2012
Ameriprise Financial March 2010 - March 2011
SUPERVALU June 2009 - February 2010
Genesis10 May 2002 - December 2008
GMAC ResCap October 2006 - September 2007
ITRadar January 2000 - May 2001
SuperValu April 1996 - December 1999
Skills
Financial Services, Retail, Leadership, Team Management, Manufacturing, Cross-functional Team..., Integration, Program Management, Strategy, Security, Project Management, Business Analysis, Process Improvement, Disaster Recovery, Project Planning, Team Building, Software Documentation, PMP, Product Management, Management, ITIL
Education
University of Minnesota - Carlson School of Management 1988 — 1989
MBA, Management Information Systems
University of Minnesota-Twin Cities 1983 — 1988
BSB, Accounting
Ben Favazza, CFP®'s Ameriprise Financial Experience 1990 - 1998
Job Principal at East Coast Asset Management
Industry Financial Services
Experience
East Coast Asset Management August 2008 - Present
Fidelity Investments August 1998 - August 2008
Ameriprise Financial 1990 - 1998
Skills
401k, Financial Modeling, Hedge Funds
Education
University of Massachusetts, Amherst 1980 — 1985
Gloucester High School
Gloucester High School
Gloucester High School
East Coast Asset Management August 2008 - Present
Fidelity Investments August 1998 - August 2008
Ameriprise Financial 1990 - 1998
Skills
401k, Financial Modeling, Hedge Funds
Education
University of Massachusetts, Amherst 1980 — 1985
Gloucester High School
Gloucester High School
Gloucester High School
Howard Zabner's Ameriprise Financial Experience January 2003 - December 2009
Job Experienced Sales Leader helping others attain their dreams
Industry Health, Wellness and Fitness
Experience
Javita Gourmet Coffee Company November 2012 - Present
Ameriprise Financial January 2003 - December 2009
Allmerica Financial 1997 - 2002
ING 1999 - 2001
New York Life August 1989 - February 1997
Lebhar-Friedman 1985 - 1989
Skills
Wholesaling, Series 7, Insurance, Wealth Management, Disability Insurance, Financial Advisory, Retirement Planning, Annuities, Fixed Annuities, Estate Planning, Life Insurance, Wholesale, Leadership, Retirement, Financial Services, Series 63, 401k, Mutual Funds, Sales, Marketing, Management, Sales Management, Strategy, Strategic Planning
Education
University of Michigan 1975 — 1979
BA, History
Southfield-Lathrup High School 1973 — 1975
Friends School in Detroit
Javita Gourmet Coffee Company November 2012 - Present
Ameriprise Financial January 2003 - December 2009
Allmerica Financial 1997 - 2002
ING 1999 - 2001
New York Life August 1989 - February 1997
Lebhar-Friedman 1985 - 1989
Skills
Wholesaling, Series 7, Insurance, Wealth Management, Disability Insurance, Financial Advisory, Retirement Planning, Annuities, Fixed Annuities, Estate Planning, Life Insurance, Wholesale, Leadership, Retirement, Financial Services, Series 63, 401k, Mutual Funds, Sales, Marketing, Management, Sales Management, Strategy, Strategic Planning
Education
University of Michigan 1975 — 1979
BA, History
Southfield-Lathrup High School 1973 — 1975
Friends School in Detroit
Del Hampton's Ameriprise Financial Experience 2003 - 2011
Job Gardening Coach
Industry Food Production
Experience
... May 2011 - Present
Ameriprise Financial 2003 - 2011
Education
University of Minnesota - Carlson School of Management
BSB, Business
... May 2011 - Present
Ameriprise Financial 2003 - 2011
Education
University of Minnesota - Carlson School of Management
BSB, Business
Jane Fust-DeBruzzi's Ameriprise Financial Experience October 1998 - April 2009
Job Unclaimed Property/Recon Securities Specialist at Wells Fargo
Industry Financial Services
Experience
UnitedHealth Care Medicare and Retirement-Contractor-Maxim Staffing January 2011 - February 2011
UnitedHealth Care Medicare and Retirement-Contractor-Maxim Staffing 2010 - January 2011
The Hudson Highland Group September 2009 - October 2009
Ameriprise Financial October 1998 - April 2009
Ameriprise Financial 1998 - 2009
Ameriprise Financial June 2002 - April 2007
Target/Dayton's 1988 - 1998
Education
University of Minnesota - Carlson School of Management
BS In Business
University of Minnesota-Twin Cities
UnitedHealth Care Medicare and Retirement-Contractor-Maxim Staffing January 2011 - February 2011
UnitedHealth Care Medicare and Retirement-Contractor-Maxim Staffing 2010 - January 2011
The Hudson Highland Group September 2009 - October 2009
Ameriprise Financial October 1998 - April 2009
Ameriprise Financial 1998 - 2009
Ameriprise Financial June 2002 - April 2007
Target/Dayton's 1988 - 1998
Education
University of Minnesota - Carlson School of Management
BS In Business
University of Minnesota-Twin Cities
Robert Cardinal's Ameriprise Financial Experience May 2005 - April 2006
Job Licensed Financial Representative, and Entrepreneur
Industry Banking
Experience
Bank of America July 2008 - March 2009
Wachovia Bank June 2006 - July 2008
Ameriprise Financial May 2005 - April 2006
Education
University of Massachusetts, Amherst
Human Nutrition and Performance
Bank of America July 2008 - March 2009
Wachovia Bank June 2006 - July 2008
Ameriprise Financial May 2005 - April 2006
Education
University of Massachusetts, Amherst
Human Nutrition and Performance
Rich Krueger's Ameriprise Financial Experience May 2000 - November 2008
Job Vice President Real Estate and Structured Finance at Advantus Capital Management
Industry Real Estate
Experience
Advantus Capital Management 2010 - Present
Ameriprise Financial May 2000 - November 2008
Education
University of Minnesota - Carlson School of Management 1983 — 1988
Bachelor of Science, Accounting
Advantus Capital Management 2010 - Present
Ameriprise Financial May 2000 - November 2008
Education
University of Minnesota - Carlson School of Management 1983 — 1988
Bachelor of Science, Accounting
Amanda Welle's Ameriprise Financial Experience July 2010 - Present
Job Finance Manager at Ameriprise Financial
Industry Banking
Experience
Ameriprise Financial July 2010 - Present
Minnesota Bank & Trust April 2008 - July 2010
M&I Bank August 2007 - April 2008
Excel Bank Minnesota August 2004 - August 2007
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
University of Wisconsin-Madison - School of Business 1998 — 2002
B.B.A., Finance
Ameriprise Financial July 2010 - Present
Minnesota Bank & Trust April 2008 - July 2010
M&I Bank August 2007 - April 2008
Excel Bank Minnesota August 2004 - August 2007
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
University of Wisconsin-Madison - School of Business 1998 — 2002
B.B.A., Finance
Mark S. Ivezaj, CRPC®, AWMA®'s Ameriprise Financial Experience January 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Coffield & Associates November 2010 - Present
Ameriprise Financial January 2006 - Present
Ameriprise Financial Services, Inc. December 2009 - November 2010
Ameriprise Financial Services, Inc. November 2006 - November 2009
Wachovia Securities, LLC June 2004 - June 2005
Education
University of Michigan
BSE, Engineering
Coffield & Associates November 2010 - Present
Ameriprise Financial January 2006 - Present
Ameriprise Financial Services, Inc. December 2009 - November 2010
Ameriprise Financial Services, Inc. November 2006 - November 2009
Wachovia Securities, LLC June 2004 - June 2005
Education
University of Michigan
BSE, Engineering
Beverly Fields's Ameriprise Financial Experience January 2009 - November 2010
Job Consultant at Digineer
Industry Financial Services
Experience
Digineer April 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2012
Ameriprise Financial January 2009 - November 2010
Ameriprise Financial February 2007 - December 2008
Wells Fargo October 2005 - January 2007
Skills
Process Improvement, Business Process..., Enterprise Portfolio..., Executive Reporting, Consulting, Change Management, Portfolio Management, Facilitation, Project Management, Business Analysis, Microsoft Excel, Analysis, Program Management, Management, SDLC, Leadership, Marketing, Marketing Strategy, Direct Marketing, Event Planning, Financial Services
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing and Supply Chain Management
Digineer April 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2012
Ameriprise Financial January 2009 - November 2010
Ameriprise Financial February 2007 - December 2008
Wells Fargo October 2005 - January 2007
Skills
Process Improvement, Business Process..., Enterprise Portfolio..., Executive Reporting, Consulting, Change Management, Portfolio Management, Facilitation, Project Management, Business Analysis, Microsoft Excel, Analysis, Program Management, Management, SDLC, Leadership, Marketing, Marketing Strategy, Direct Marketing, Event Planning, Financial Services
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing and Supply Chain Management
Stanford Tappan's Ameriprise Financial Experience 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
ameriprise financial 2009 - Present
Skills
Strategic Financial..., Series 7, Wealth Management, Investments, Asset Allocation, Mutual Funds, Retirement Planning, Retirement
Education
University of Massachusetts, Amherst 1970 — 1975
Bachelor of Arts (B.A.), Political Science and Government, cum laude
Ameriprise Financial Services, Inc. March 2009 - Present
ameriprise financial 2009 - Present
Skills
Strategic Financial..., Series 7, Wealth Management, Investments, Asset Allocation, Mutual Funds, Retirement Planning, Retirement
Education
University of Massachusetts, Amherst 1970 — 1975
Bachelor of Arts (B.A.), Political Science and Government, cum laude
Andrew Yale's Ameriprise Financial Experience Financial AdvisorAmeriprise Financial AdvisorsOctober 2009 - Present
Job Financial Advisor at Karpf, Yale & Associates; A Financial Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Financial AdvisorAmeriprise Financial AdvisorsOctober 2009 - Present
UBS April 2007 - October 2009
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance
University of Miami 1989 — 1993
BBA, Business Management
Ameriprise Financial Financial AdvisorAmeriprise Financial AdvisorsOctober 2009 - Present
UBS April 2007 - October 2009
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance
University of Miami 1989 — 1993
BBA, Business Management
James Bigelow's Ameriprise Financial Experience July 2007 - November 2007
Job AntiMoney Laundering Compliance Analyst
Industry Financial Services
Experience
State Street January 2014 - Present
J.P. Morgan April 2012 - December 2013
Brown Brothers Harriman February 2008 - June 2011
Ameriprise Financial July 2007 - November 2007
UMass Transit February 2003 - June 2007
Skills
Securities, Management, Financial Risk, Finance, Account Reconciliation
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
State Street January 2014 - Present
J.P. Morgan April 2012 - December 2013
Brown Brothers Harriman February 2008 - June 2011
Ameriprise Financial July 2007 - November 2007
UMass Transit February 2003 - June 2007
Skills
Securities, Management, Financial Risk, Finance, Account Reconciliation
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Jean Dunning's Ameriprise Financial Experience April 2006 - Present
Job VPCorporate Communications Planning and Administration at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial April 2006 - Present
Ameriprise Financial Services, Inc. 1996 - 2006
Ameriprise Financial Services, Inc. 1995 - 1996
Ameriprise Financial Services, Inc. 1988 - 1995
Education
University of Minnesota - Carlson School of Management
BS, Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial April 2006 - Present
Ameriprise Financial Services, Inc. 1996 - 2006
Ameriprise Financial Services, Inc. 1995 - 1996
Ameriprise Financial Services, Inc. 1988 - 1995
Education
University of Minnesota - Carlson School of Management
BS, Business, Management, Marketing, and Related Support Services
Ryan Larrenaga's Ameriprise Financial Experience May 2010 - Present
Job Vice President and Group Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Bank of America 2005 - 2010
Ropes & Gray 1998 - 2005
Northern Trust June 1993 - May 1995
Skills
Venture Capital, Investments, Private Placements, Legal Writing, Options, Risk Management, Equities, SEC filings, Derivatives, Legal Research, Exchange-Traded Funds..., Mutual Funds, Closed-end Funds, Investment Advisory..., Unified Managed Accounts, Proxy Voting, Corporate Law, Corporate Governance, Securities Law
Education
University of Michigan Law School 1995 — 1998
J.D.
The University of Chicago 1989 — 1993
B.A., Social Sciences
Ameriprise Financial May 2010 - Present
Bank of America 2005 - 2010
Ropes & Gray 1998 - 2005
Northern Trust June 1993 - May 1995
Skills
Venture Capital, Investments, Private Placements, Legal Writing, Options, Risk Management, Equities, SEC filings, Derivatives, Legal Research, Exchange-Traded Funds..., Mutual Funds, Closed-end Funds, Investment Advisory..., Unified Managed Accounts, Proxy Voting, Corporate Law, Corporate Governance, Securities Law
Education
University of Michigan Law School 1995 — 1998
J.D.
The University of Chicago 1989 — 1993
B.A., Social Sciences
William Heinze's Ameriprise Financial Experience February 1999 - Present
Job Owner, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1999 - Present
Total Petroleum, Inc. July 1975 - May 1998
Skills
Financial Advisory, Fixed Annuities, Leadership Development, Retirement Planning, Retirement, Strategic Planning, Investments, Leadership, Management, Small Business, 401k, Public Speaking, Estate Planning, Strategic Financial..., Business Strategy, Wealth Management, Customer Service
Education
University of Michigan 1968 — 1971
BSChE, Engineering
Ameriprise Financial February 1999 - Present
Total Petroleum, Inc. July 1975 - May 1998
Skills
Financial Advisory, Fixed Annuities, Leadership Development, Retirement Planning, Retirement, Strategic Planning, Investments, Leadership, Management, Small Business, 401k, Public Speaking, Estate Planning, Strategic Financial..., Business Strategy, Wealth Management, Customer Service
Education
University of Michigan 1968 — 1971
BSChE, Engineering
JAMES LAUFER's Ameriprise Financial Experience SALES REPRESENTAVITEBest BuyApril 2002 - February 2006
Job Accountant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial SALES REPRESENTAVITEBest BuyApril 2002 - February 2006
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MAC, ACCOUNTING
Ameriprise Financial SALES REPRESENTAVITEBest BuyApril 2002 - February 2006
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MAC, ACCOUNTING
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.