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
Tobit Simmons, MBA Tobit Simmons, MBA's Ameriprise Financial Experience March 2008 - June 2010
Job Assitant Vice President, Business Architecture at US Bank
Industry Financial Services
Experience
US Bank August 2014 - Present
Ameriprise Financial Services, Inc. November 2010 - August 2014
Amerprise Financial December 2009 - November 2010
Ameriprise Financial March 2008 - June 2010
Ameriprise Financial March 2006 - March 2008
Ameriprise Financial March 2005 - March 2006
Skills
Business Analysis, Data Analysis, Strategic Planning, Product Development, Process Improvement, Project Delivery, Competitive Analysis, Thought Leadership, Cross-functional Team..., International Business, Group Presentations, Vendor Relations, Requirements Gathering, Leadership, Visio, Finance, Program Management, Management, Software Project..., Change Management, Six Sigma, Business Process..., Risk Management
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
University of Minnesota-Twin Cities 1996 — 2001
BS
US Bank August 2014 - Present
Ameriprise Financial Services, Inc. November 2010 - August 2014
Amerprise Financial December 2009 - November 2010
Ameriprise Financial March 2008 - June 2010
Ameriprise Financial March 2006 - March 2008
Ameriprise Financial March 2005 - March 2006
Skills
Business Analysis, Data Analysis, Strategic Planning, Product Development, Process Improvement, Project Delivery, Competitive Analysis, Thought Leadership, Cross-functional Team..., International Business, Group Presentations, Vendor Relations, Requirements Gathering, Leadership, Visio, Finance, Program Management, Management, Software Project..., Change Management, Six Sigma, Business Process..., Risk Management
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
University of Minnesota-Twin Cities 1996 — 2001
BS
Timothy Loop Timothy Loop's Ameriprise Financial Experience June 2014 - Present
Job Clearing Service Professional at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Apple April 2012 - June 2014
Best Buy November 2010 - April 2012
Lexus of Wayzata August 2005 - September 2010
Skills
iOS, iPhone, Consumer Electronics, iPad, Keynote, Mac OS, Retail, Customer Experience, Mobile Devices, Customer Service, Merchandising, Sales, Sales Process, Training, Sales Operations
Education
University of Minnesota-Duluth 2004 — 2005
Ameriprise Financial June 2014 - Present
Apple April 2012 - June 2014
Best Buy November 2010 - April 2012
Lexus of Wayzata August 2005 - September 2010
Skills
iOS, iPhone, Consumer Electronics, iPad, Keynote, Mac OS, Retail, Customer Experience, Mobile Devices, Customer Service, Merchandising, Sales, Sales Process, Training, Sales Operations
Education
University of Minnesota-Duluth 2004 — 2005
Jay B Schrupp FSA MAAA Jay B Schrupp FSA MAAA's Ameriprise Financial Experience August 2006 - Present
Job DirectorActuary at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2006 - Present
Thrivent Financial for Lutherans June 1992 - August 2006
Skills
Actuarial Science, Insurance, Fixed Annuities, Economic Capital, Risk Management, Financial Modeling, Valuation, Financial Analysis, Capital Management, Retirement, VBA, Microsoft Excel, Microsoft Office, Budgets, Variable Annuities
Education
University of Minnesota-Morris 1989 — 1992
Bachelor of Arts-Mathematics
Ameriprise Financial August 2006 - Present
Thrivent Financial for Lutherans June 1992 - August 2006
Skills
Actuarial Science, Insurance, Fixed Annuities, Economic Capital, Risk Management, Financial Modeling, Valuation, Financial Analysis, Capital Management, Retirement, VBA, Microsoft Excel, Microsoft Office, Budgets, Variable Annuities
Education
University of Minnesota-Morris 1989 — 1992
Bachelor of Arts-Mathematics
Brad Vick, CFA, CFP Brad Vick, CFA, CFP's Ameriprise Financial Experience September 1992 - September 1996
Job Wealth Management Advisor at NMFN
Industry Financial Services
Experience
The Leukemia & Lymphoma Society 2012 - Present
Northwestern Mutual Wealth Management Co. 2002 - Present
Russell Investment Group 1996 - 2002
Ameriprise Financial September 1992 - September 1996
Skills
Please view my skills...
Education
University of Minnesota Duluth 1987 — 1989
BA, Mathematics and Economics
The Leukemia & Lymphoma Society 2012 - Present
Northwestern Mutual Wealth Management Co. 2002 - Present
Russell Investment Group 1996 - 2002
Ameriprise Financial September 1992 - September 1996
Skills
Please view my skills...
Education
University of Minnesota Duluth 1987 — 1989
BA, Mathematics and Economics
Lisa Tuttle, CFP® - The Tuttle Group's Ameriprise Financial Experience 2006 - Present
Job Certified Financial Planner™ at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
UMD Statesman April 2005 - May 2006
First Financial USA (FFUSA) 2005 - 2005
Education
University of Minnesota Duluth 2002 — 2006
BBA, Marketing
University of Minnesota Duluth 2002 — 2005
BA, German
Ameriprise Financial 2006 - Present
UMD Statesman April 2005 - May 2006
First Financial USA (FFUSA) 2005 - 2005
Education
University of Minnesota Duluth 2002 — 2006
BBA, Marketing
University of Minnesota Duluth 2002 — 2005
BA, German
Cathy (Kinyon) Egan, JD, CFP Cathy (Kinyon) Egan, JD, CFP's Ameriprise Financial Experience March 2004 - July 2014
Job Senior Manager and Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Minnesota State University, Mankato 2013 - Present
Ameriprise Financial March 2004 - July 2014
Lutheran Brotherhood (now Thrivent) 1991 - 2004
Lutheran Brotherhood Bank and Trust January 2001 - January 2002
Skills
Series 7, Insurance, Wealth Management, Investments, Strategic Financial..., Financial Services, Retirement Planning, Securities, Estate Planning, Risk Management, Retirement, Asset Management, Investment Advisory, Financial Advisory, Series 24, FINRA, Series 63, Alternative Investments, Series 66, Financial Planning
Education
University of Minnesota Law School 1990 — 1993
JD, Law
University of Minnesota-Twin Cities 1984 — 1990
BA, Child Psychology
Ameriprise Financial Services, Inc. July 2014 - Present
Minnesota State University, Mankato 2013 - Present
Ameriprise Financial March 2004 - July 2014
Lutheran Brotherhood (now Thrivent) 1991 - 2004
Lutheran Brotherhood Bank and Trust January 2001 - January 2002
Skills
Series 7, Insurance, Wealth Management, Investments, Strategic Financial..., Financial Services, Retirement Planning, Securities, Estate Planning, Risk Management, Retirement, Asset Management, Investment Advisory, Financial Advisory, Series 24, FINRA, Series 63, Alternative Investments, Series 66, Financial Planning
Education
University of Minnesota Law School 1990 — 1993
JD, Law
University of Minnesota-Twin Cities 1984 — 1990
BA, Child Psychology
Nicole (Weber) Sandoval, CIA, CFSA, CRMA Nicole (Weber) Sandoval, CIA, CFSA, CRMA's Ameriprise Financial Experience September 2008 - April 2011
Job Compliance Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Hostelling International USA March 2014 - Present
Hostelling International USA September 2013 - Present
The Institute of Internal Auditors Inc. March 2014 - November 2014
Protiviti May 2011 - July 2014
Institute of Internal Auditors - Twin Cities Chapter October 2011 - March 2014
Hostelling International USA, Minnesota Council February 2005 - April 2013
Institute of Internal Auditors - Twin Cities Chapter June 2010 - August 2012
Ameriprise Financial September 2008 - April 2011
Protiviti February 2005 - September 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Internal Controls, Broker-Dealer Compliance, Broker-Dealer Operations, Variable Annuities, Variable Life, Project Management, Non-Profit Board of..., Strategic Planning, IT Audit, Financial Risk, Information Technology, Risk Management, Governance, Process Improvement, Financial Services
Education
University of St.Gallen 2004 — 2004
MBA, International Business
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Strategy and International Business
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Finance
Wells Fargo July 2014 - Present
Hostelling International USA March 2014 - Present
Hostelling International USA September 2013 - Present
The Institute of Internal Auditors Inc. March 2014 - November 2014
Protiviti May 2011 - July 2014
Institute of Internal Auditors - Twin Cities Chapter October 2011 - March 2014
Hostelling International USA, Minnesota Council February 2005 - April 2013
Institute of Internal Auditors - Twin Cities Chapter June 2010 - August 2012
Ameriprise Financial September 2008 - April 2011
Protiviti February 2005 - September 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Internal Controls, Broker-Dealer Compliance, Broker-Dealer Operations, Variable Annuities, Variable Life, Project Management, Non-Profit Board of..., Strategic Planning, IT Audit, Financial Risk, Information Technology, Risk Management, Governance, Process Improvement, Financial Services
Education
University of St.Gallen 2004 — 2004
MBA, International Business
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Strategy and International Business
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Finance
Gina (Lehn) Dahlman Gina (Lehn) Dahlman's Ameriprise Financial Experience May 2008 - December 2010
Job Project Coordinator at 3M
Industry Retail
Experience
3M January 2011 - Present
Ameriprise Financial May 2008 - December 2010
Macy's Department Stores Inc. November 2004 - May 2008
Marshall Fields July 2004 - November 2004
Skills
Customer Service, Process Improvement, Leadership, Analysis, Budgets, Advertising, Marketing Strategy, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Troubleshooting, Cross-functional Team...
Education
University of Minnesota-Duluth 1999 — 2004
Marketing
3M January 2011 - Present
Ameriprise Financial May 2008 - December 2010
Macy's Department Stores Inc. November 2004 - May 2008
Marshall Fields July 2004 - November 2004
Skills
Customer Service, Process Improvement, Leadership, Analysis, Budgets, Advertising, Marketing Strategy, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Troubleshooting, Cross-functional Team...
Education
University of Minnesota-Duluth 1999 — 2004
Marketing
Sue Donovan, PMP Sue Donovan, PMP's Ameriprise Financial Experience 2007 - 2009
Job VP & Partner, Project Management Office at The Lacek Group
Industry Marketing and Advertising
Experience
The Lacek Group 2009 - Present
Ameriprise Financial 2007 - 2009
Carlson Marketing Group 2002 - 2007
Carlson Marketing Group 1999 - 2002
Carlson Marketing Group 1994 - 1999
Carlson Marketing Group 1991 - 1994
Skills
Six Sigma, Project Portfolio..., Process Improvement, PMP, Team Management, Cross-functional Team..., SDLC, Software Project..., Project Management, Requirements Gathering, PMO, Change Management, Program Management, Team Building, CRM, Marketing Strategy, Business Process, Strategy, Leadership
Education
University of Minnesota - Carlson School of Management 1997 — 1997
Executive Leadership Program
University of Minnesota-Twin Cities
BA, Journalism, Market Research
The Lacek Group 2009 - Present
Ameriprise Financial 2007 - 2009
Carlson Marketing Group 2002 - 2007
Carlson Marketing Group 1999 - 2002
Carlson Marketing Group 1994 - 1999
Carlson Marketing Group 1991 - 1994
Skills
Six Sigma, Project Portfolio..., Process Improvement, PMP, Team Management, Cross-functional Team..., SDLC, Software Project..., Project Management, Requirements Gathering, PMO, Change Management, Program Management, Team Building, CRM, Marketing Strategy, Business Process, Strategy, Leadership
Education
University of Minnesota - Carlson School of Management 1997 — 1997
Executive Leadership Program
University of Minnesota-Twin Cities
BA, Journalism, Market Research
Patrick Pohl's Ameriprise Financial Experience January 2008 - Present
Job Director Business Transformation at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2008 - Present
Ameriprise Financial Services, Inc. January 2008 - January 2010
American Express April 2002 - January 2008
American Express April 1999 - April 2002
State Street 1996 - 1999
Northland Financial Company 1994 - 1996
Skills
Process Improvement, Six Sigma, Business Strategy, Competitive Analysis, Operations Management, Business Transformation, Change Management, Analytics, Team Leadership, Coaching, Re-engineering, Music Production, Musicians, International Resourcing, Operational..., Analysis, Business Analysis, Management, Project Management, Risk Management, Strategic Planning, Training
Education
University of Minnesota-Duluth 1988 — 1993
BBA, Finance
Ameriprise Financial January 2008 - Present
Ameriprise Financial Services, Inc. January 2008 - January 2010
American Express April 2002 - January 2008
American Express April 1999 - April 2002
State Street 1996 - 1999
Northland Financial Company 1994 - 1996
Skills
Process Improvement, Six Sigma, Business Strategy, Competitive Analysis, Operations Management, Business Transformation, Change Management, Analytics, Team Leadership, Coaching, Re-engineering, Music Production, Musicians, International Resourcing, Operational..., Analysis, Business Analysis, Management, Project Management, Risk Management, Strategic Planning, Training
Education
University of Minnesota-Duluth 1988 — 1993
BBA, Finance
Ryan Fischer Ryan Fischer's Ameriprise Financial Experience September 2010 - May 2011
Job Regional Vice President Investment Banking Division at Arque Capital Ltd
Industry Financial Services
Experience
Arque Capital Ltd November 2014 - Present
SC Distributors June 2014 - October 2014
GWG Holdings, Inc. November 2012 - May 2014
AEI Fund Management, Inc May 2011 - September 2012
Ameriprise Financial September 2010 - May 2011
Principal Financial Group May 2009 - September 2010
Skills
Series 7, Series 63, Series 6, Alternative Investments, Finance, Sales, Financial Services
Education
University of Minnesota-Duluth
B.A.
Arque Capital Ltd November 2014 - Present
SC Distributors June 2014 - October 2014
GWG Holdings, Inc. November 2012 - May 2014
AEI Fund Management, Inc May 2011 - September 2012
Ameriprise Financial September 2010 - May 2011
Principal Financial Group May 2009 - September 2010
Skills
Series 7, Series 63, Series 6, Alternative Investments, Finance, Sales, Financial Services
Education
University of Minnesota-Duluth
B.A.
James Monderine James Monderine's Ameriprise Financial Experience June 2010 - August 2010
Job Media Planner, Crosschannel/Strategy
Industry Marketing and Advertising
Experience
Optimedia US July 2014 - Present
Haworth Marketing + Media January 2013 - June 2014
Haworth Marketing + Media January 2012 - January 2013
Genesis10 July 2011 - December 2011
Crispin Cider Company January 2011 - July 2011
Ameriprise Financial June 2010 - August 2010
Diputación de Toledo January 2010 - April 2010
Marketing Werks October 2009 - December 2009
University of Minnesota April 2008 - October 2009
Skills
Event Management, Customer Service, Quality Assurance, Excel, Event Planning, Strategic Planning, Media Planning, New Media, Traditional Media, Microsoft Excel, Social Media, Marketing Strategy, Weightlifting, Leadership, Strategy
Education
University of Minnesota-Twin Cities 2007 — 2011
BA, Advertising, Business, Spanish and Portuguese
Fundación Ortega y Gasset 2010 — 2010
Spanish, History, Business
Optimedia US July 2014 - Present
Haworth Marketing + Media January 2013 - June 2014
Haworth Marketing + Media January 2012 - January 2013
Genesis10 July 2011 - December 2011
Crispin Cider Company January 2011 - July 2011
Ameriprise Financial June 2010 - August 2010
Diputación de Toledo January 2010 - April 2010
Marketing Werks October 2009 - December 2009
University of Minnesota April 2008 - October 2009
Skills
Event Management, Customer Service, Quality Assurance, Excel, Event Planning, Strategic Planning, Media Planning, New Media, Traditional Media, Microsoft Excel, Social Media, Marketing Strategy, Weightlifting, Leadership, Strategy
Education
University of Minnesota-Twin Cities 2007 — 2011
BA, Advertising, Business, Spanish and Portuguese
Fundación Ortega y Gasset 2010 — 2010
Spanish, History, Business
Mike Percic Mike Percic's Ameriprise Financial Experience 2005 - 2007
Job
Industry Retail
Experience
Target April 2014 - Present
Target March 2012 - March 2014
Target April 2011 - March 2012
Target September 2010 - April 2011
Target July 2008 - September 2010
Target May 2007 - July 2008
Ameriprise Financial 2005 - 2007
American Express 2001 - 2005
General Mills 1999 - 2000
Target 1995 - 1997
Skills
Finance, Financial Modeling, Financial Analysis, Strategy, Forecasting, Strategic Financial..., Financial Forecasting, Leadership, Risk Management, Treasury Management, Business Valuation, M&A experience, Long Range Planning, Corporate Finance, Variance Analysis, Retail, Strategic Planning, Capital, Analytics, Valuation, Financial Services, Market Analysis, Market Research, Multi-channel Retail, Mergers, Financial Risk, Expense Management, Business Transformation, Change Management, Team Leadership, Team Building, Cross-functional..., Talent Management, Recruiting, Mentoring, Coaching
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
University of St. Thomas 1997 — 2001
Bachelor of Arts, Economics; Finance
Park Center High School 1995 — 1997
Target April 2014 - Present
Target March 2012 - March 2014
Target April 2011 - March 2012
Target September 2010 - April 2011
Target July 2008 - September 2010
Target May 2007 - July 2008
Ameriprise Financial 2005 - 2007
American Express 2001 - 2005
General Mills 1999 - 2000
Target 1995 - 1997
Skills
Finance, Financial Modeling, Financial Analysis, Strategy, Forecasting, Strategic Financial..., Financial Forecasting, Leadership, Risk Management, Treasury Management, Business Valuation, M&A experience, Long Range Planning, Corporate Finance, Variance Analysis, Retail, Strategic Planning, Capital, Analytics, Valuation, Financial Services, Market Analysis, Market Research, Multi-channel Retail, Mergers, Financial Risk, Expense Management, Business Transformation, Change Management, Team Leadership, Team Building, Cross-functional..., Talent Management, Recruiting, Mentoring, Coaching
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
University of St. Thomas 1997 — 2001
Bachelor of Arts, Economics; Finance
Park Center High School 1995 — 1997
Sunny Blakesley, PHR, SHRM-CP Sunny Blakesley, PHR, SHRM-CP's Ameriprise Financial Experience October 2008 - June 2014
Job Change Management Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial October 2008 - June 2014
Ameriprise Financial November 2004 - October 2008
Ameriprise Financial March 2001 - November 2004
Ameriprise Financial 1996 - March 2001
Ameriprise Financial 1993 - 1995
Skills
Talent Acquisition, Recruiting, Human Resources, Leadership, Process Improvement, Training, Change Management, Onboarding, Six Sigma, Program Management, Workforce Planning, Interviews, Sourcing, College Recruiting, Talent Management, New Hire Orientations, Technical Recruiting, Employer Branding, Screening Resumes, Leading Projects, Recruiting Operations, Training Delivery, Employee Benefits, Employee Relations, Applicant Tracking..., Screening, Employee Engagement, Hiring, Deferred Compensation, Succession Planning, Internet Recruiting, Performance Management, HRIS, Benefits Negotiation, Temporary Placement, PeopleSoft, Personnel Management, Vendor Management, Leading People, Training & Development, Compliance, OFCCP Compliance, Business Process..., Organizational..., Organizational..., Organizational Design, Team Building, Team Leadership, Virtual Teams, Employee Training
Education
University of Saint Thomas 1996 — 2000
Trainer I and II Award Certificates
University of Minnesota Duluth 1989 — 1993
BA, Criminology, Psychology
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial October 2008 - June 2014
Ameriprise Financial November 2004 - October 2008
Ameriprise Financial March 2001 - November 2004
Ameriprise Financial 1996 - March 2001
Ameriprise Financial 1993 - 1995
Skills
Talent Acquisition, Recruiting, Human Resources, Leadership, Process Improvement, Training, Change Management, Onboarding, Six Sigma, Program Management, Workforce Planning, Interviews, Sourcing, College Recruiting, Talent Management, New Hire Orientations, Technical Recruiting, Employer Branding, Screening Resumes, Leading Projects, Recruiting Operations, Training Delivery, Employee Benefits, Employee Relations, Applicant Tracking..., Screening, Employee Engagement, Hiring, Deferred Compensation, Succession Planning, Internet Recruiting, Performance Management, HRIS, Benefits Negotiation, Temporary Placement, PeopleSoft, Personnel Management, Vendor Management, Leading People, Training & Development, Compliance, OFCCP Compliance, Business Process..., Organizational..., Organizational..., Organizational Design, Team Building, Team Leadership, Virtual Teams, Employee Training
Education
University of Saint Thomas 1996 — 2000
Trainer I and II Award Certificates
University of Minnesota Duluth 1989 — 1993
BA, Criminology, Psychology
Christina Slick's Ameriprise Financial Experience January 2015 - April 2015
Job Designer
Industry Graphic Design
Experience
3M May 2015 - Present
Ameriprise Financial January 2015 - April 2015
ELS Educational Services, Inc September 2014 - October 2014
Oticon USA August 2014 - September 2014
Aerosoles July 2014 - August 2014
Art Force November 2011 - July 2014
Stephanie Dunn Design LLC October 2011 - May 2014
One Simple Plan September 2008 - January 2014
Lake Avenue Cafe September 2009 - February 2011
Just Take Action Inc. October 2010 - December 2010
Skills
Graphic Design, InDesign, Illustrator, Photoshop, Logo Design, Squarespace, Layout, Graphics, Digital Photography, Microsoft Office, Customer Service, Illustration, Web Development, Conceptual Design, Advertising, Photography, WordPress, Social Media, Blogging, Tumblr
Education
University of Minnesota-Duluth 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Graphic Design
3M May 2015 - Present
Ameriprise Financial January 2015 - April 2015
ELS Educational Services, Inc September 2014 - October 2014
Oticon USA August 2014 - September 2014
Aerosoles July 2014 - August 2014
Art Force November 2011 - July 2014
Stephanie Dunn Design LLC October 2011 - May 2014
One Simple Plan September 2008 - January 2014
Lake Avenue Cafe September 2009 - February 2011
Just Take Action Inc. October 2010 - December 2010
Skills
Graphic Design, InDesign, Illustrator, Photoshop, Logo Design, Squarespace, Layout, Graphics, Digital Photography, Microsoft Office, Customer Service, Illustration, Web Development, Conceptual Design, Advertising, Photography, WordPress, Social Media, Blogging, Tumblr
Education
University of Minnesota-Duluth 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Graphic Design
Kris Kiefer-Vik's Ameriprise Financial Experience July 2008 - May 2009
Job Exclusive Agency Owner at Allstate
Industry Financial Services
Experience
Allstate September 2012 - Present
COUNTRY Financial May 2009 - August 2012
Ameriprise Financial July 2008 - May 2009
Allstate September 2004 - February 2008
MSI Insurance/Country Financial January 1986 - September 2004
Skills
Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Series 6, Term Life Insurance, Property & Casualty..., Sales, Commercial Insurance, Retirement, Retirement Planning, Marketing
Education
University of Minnesota-Twin Cities 1994 — 2004
BA, Sociology
Allstate September 2012 - Present
COUNTRY Financial May 2009 - August 2012
Ameriprise Financial July 2008 - May 2009
Allstate September 2004 - February 2008
MSI Insurance/Country Financial January 1986 - September 2004
Skills
Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Series 6, Term Life Insurance, Property & Casualty..., Sales, Commercial Insurance, Retirement, Retirement Planning, Marketing
Education
University of Minnesota-Twin Cities 1994 — 2004
BA, Sociology
Heidi Puchner Heidi Puchner's Ameriprise Financial Experience July 2005 - January 2007
Job Senior National Recruiter, Wealth Management Group at US Bank
Industry Financial Services
Experience
US Bank October 2009 - Present
International Decision Systems February 2007 - February 2009
Ameriprise Financial July 2005 - January 2007
CDI October 2003 - July 2005
MR Wolf July 2003 - October 2003
Sapphire Technologies August 2000 - July 2003
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Management, Sourcing, Contract Recruitment, Human Resources, Interviews, Temporary Placement, Screening, SDLC, Hiring, Networking, Start-ups
Education
University of Minnesota Duluth 1992 — 1995
AIRS- http://www.airsdirectory.com/mc/home.guid
Two Harbors high School
Two Harbors high School
US Bank October 2009 - Present
International Decision Systems February 2007 - February 2009
Ameriprise Financial July 2005 - January 2007
CDI October 2003 - July 2005
MR Wolf July 2003 - October 2003
Sapphire Technologies August 2000 - July 2003
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Management, Sourcing, Contract Recruitment, Human Resources, Interviews, Temporary Placement, Screening, SDLC, Hiring, Networking, Start-ups
Education
University of Minnesota Duluth 1992 — 1995
AIRS- http://www.airsdirectory.com/mc/home.guid
Two Harbors high School
Two Harbors high School
Steve Florman's Ameriprise Financial Experience 1991 - 2009
Job Training and Training Development at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans October 2009 - Present
CertiRestore of Anoka County 2006 - Present
Ameriprise Financial Services, Inc. 2008 - 2009
Ameriprise Financial 1991 - 2009
American Express Retirement Services 2001 - 2005
Ameriprise Financial 1995 - 2001
Skills
Change Management, Technology Adoption, Leadership, Financial Services, Finance, Financial Planning, Investments, Insurance, Strategic Planning, Process Improvement, Wealth Management, Management, Public Speaking, Training Program..., Training Delivery
Education
The American College 1996 — 2000
CLU, ChFC, Financial Services
University of Minnesota-Twin Cities 1983 — 1990
BA, History
St Francis High School 1979 — 1983
Thrivent Financial for Lutherans October 2009 - Present
CertiRestore of Anoka County 2006 - Present
Ameriprise Financial Services, Inc. 2008 - 2009
Ameriprise Financial 1991 - 2009
American Express Retirement Services 2001 - 2005
Ameriprise Financial 1995 - 2001
Skills
Change Management, Technology Adoption, Leadership, Financial Services, Finance, Financial Planning, Investments, Insurance, Strategic Planning, Process Improvement, Wealth Management, Management, Public Speaking, Training Program..., Training Delivery
Education
The American College 1996 — 2000
CLU, ChFC, Financial Services
University of Minnesota-Twin Cities 1983 — 1990
BA, History
St Francis High School 1979 — 1983
Tuan Le Tuan Le's Ameriprise Financial Experience March 2015 - Present
Job Senior Analyst at Ameriprise
Industry Information Technology and Services
Experience
Ameriprise Financial March 2015 - Present
Argosy University October 2013 - Present
Target November 2012 - March 2015
Cargill July 2011 - August 2012
Assurant August 2000 - September 2010
Skills
Analysis, Business Analysis, Team Leadership, Process Improvement, Project Management, Business Strategy, Cognos, Financial Modeling, Business Planning, Management, ERP, SAP, Business Intelligence, Forecasting, Financial Analysis
Education
Argosy University Twin Cities 2005 — 2012
Doctor of Business Administration, International Business
University of Minnesota - Carlson School of Management 1994 — 1996
Master of Business Administration, Finance
University of Minnesota - Carlson School of Management 1989 — 1993
Bachelor of Science in Business, Finance
Ameriprise Financial March 2015 - Present
Argosy University October 2013 - Present
Target November 2012 - March 2015
Cargill July 2011 - August 2012
Assurant August 2000 - September 2010
Skills
Analysis, Business Analysis, Team Leadership, Process Improvement, Project Management, Business Strategy, Cognos, Financial Modeling, Business Planning, Management, ERP, SAP, Business Intelligence, Forecasting, Financial Analysis
Education
Argosy University Twin Cities 2005 — 2012
Doctor of Business Administration, International Business
University of Minnesota - Carlson School of Management 1994 — 1996
Master of Business Administration, Finance
University of Minnesota - Carlson School of Management 1989 — 1993
Bachelor of Science in Business, Finance
Bonnie Benson Bonnie Benson's Ameriprise Financial Experience July 2007 - 2007
Job Executive Human Resource Leader SVP HR
Industry Electrical/Electronic Manufacturing
Experience
My Pillow, Inc. January 2012 - April 2013
MCQuay International February 2008 - August 2010
Covalence Specialty Materials Corp August 2000 - July 2007
Ameriprise Financial July 2007 - 2007
Tyco Plastics 2001 - 2006
Skills
Performance Management, Strategic Planning, Management, Process Improvement, Human Resources, Talent Management, Employee Relations, Succession Planning, Personnel Management, Leadership, Onboarding, Workforce Planning, Organizational..., Business Planning, Recruiting, Employee Engagement, Six Sigma, Training, Talent Acquisition, Cross-functional Team..., Team Leadership, Deferred Compensation, Product Development, Integration, Executive Management, Lean Manufacturing, Employee Benefits, Executive Coaching, Leadership Development, HR Consulting, Coaching, Organizational..., HRIS, Team Building, Strategy, Payroll, Labor Relations, Sourcing, Change Management, Employee Training, Benefits Administration, College Recruiting, HR Policies, Applicant Tracking..., FMLA, Compensation & Benefit, Union Avoidance, HR Transformation, Culture Change, Employment Law
Education
University of Minnesota Duluth
BS, Education
My Pillow, Inc. January 2012 - April 2013
MCQuay International February 2008 - August 2010
Covalence Specialty Materials Corp August 2000 - July 2007
Ameriprise Financial July 2007 - 2007
Tyco Plastics 2001 - 2006
Skills
Performance Management, Strategic Planning, Management, Process Improvement, Human Resources, Talent Management, Employee Relations, Succession Planning, Personnel Management, Leadership, Onboarding, Workforce Planning, Organizational..., Business Planning, Recruiting, Employee Engagement, Six Sigma, Training, Talent Acquisition, Cross-functional Team..., Team Leadership, Deferred Compensation, Product Development, Integration, Executive Management, Lean Manufacturing, Employee Benefits, Executive Coaching, Leadership Development, HR Consulting, Coaching, Organizational..., HRIS, Team Building, Strategy, Payroll, Labor Relations, Sourcing, Change Management, Employee Training, Benefits Administration, College Recruiting, HR Policies, Applicant Tracking..., FMLA, Compensation & Benefit, Union Avoidance, HR Transformation, Culture Change, Employment Law
Education
University of Minnesota Duluth
BS, Education
Karl Dornfeld Karl Dornfeld's Ameriprise Financial Experience March 2010 - October 2010
Job Director New Business & Policyholder Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial March 2010 - October 2010
Ameriprise Financial March 2007 - March 2010
Wells Fargo Investments January 2005 - November 2006
Wells Fargo April 2001 - December 2004
MJK Clearing April 1997 - February 2001
Previous Work History January 1997 - January 1997
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Fixed Income, Risk Management, Strategy, Financial Services, Vendor Management, Mergers & Acquisitions, Bonds, Investments, Trading, FINRA, Insurance, Options, Business Networking, Leadership, Relationship Management, Budgets, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management
University of Minnesota-Twin Cities
BS, Business Admin/Public Health
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial March 2010 - October 2010
Ameriprise Financial March 2007 - March 2010
Wells Fargo Investments January 2005 - November 2006
Wells Fargo April 2001 - December 2004
MJK Clearing April 1997 - February 2001
Previous Work History January 1997 - January 1997
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Fixed Income, Risk Management, Strategy, Financial Services, Vendor Management, Mergers & Acquisitions, Bonds, Investments, Trading, FINRA, Insurance, Options, Business Networking, Leadership, Relationship Management, Budgets, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management
University of Minnesota-Twin Cities
BS, Business Admin/Public Health
David Westman Sr. MBA David Westman Sr. MBA's Ameriprise Financial Experience 2006 - Present
Job Field Office Inspections at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial 2006 - Present
Ameriprise Financial 2006 - 2008
Skills
Series 7, Series 24
Education
University of Saint Thomas - School of Business
MBA, Business Administration and Management, General
University of Minnesota-Twin Cities
Bachelor of Science (BS), Biology/Biological Sciences, General
Ameriprise Financial 2006 - Present
Ameriprise Financial 2006 - 2008
Skills
Series 7, Series 24
Education
University of Saint Thomas - School of Business
MBA, Business Administration and Management, General
University of Minnesota-Twin Cities
Bachelor of Science (BS), Biology/Biological Sciences, General
Alan Plantikow PHR Lean Six Sigma Green Belt Alan Plantikow PHR Lean Six Sigma Green Belt's Ameriprise Financial Experience August 2006 - October 2006
Job Talent Acquisition at ATK
Industry Staffing and Recruiting
Experience
ATK April 2014 - Present
Alan Plantikow Talent Acquisition Consulting August 2006 - Present
Covidien July 2013 - April 2014
Ameriprise Financial Services, Inc. 2009 - 2009
Acist Medical Systems April 2008 - December 2008
McQuay International February 2008 - April 2008
Novo Recruiting October 2006 - June 2007
Ameriprise Financial August 2006 - October 2006
Allianz Life April 2005 - August 2006
HR Personnel Services March 1998 - March 2005
Skills
Talent Acquisition, Lean Six Sigma Green..., Onboarding, Talent Management, Employer Branding, Manufacturing, Medical Devices, Professional Services, Financial Services, Engineering, Insurance, Transportation, Applicant Tracking..., HVAC, College Recruiting, Technical Recruiting, Recruiting, Employee Relations, Internet Recruiting, Sourcing, Interviews, Human Resources, Screening Resumes, Performance Management, Resume Writing, HRIS, Benefits Negotiation, Training, Management, Temporary Placement, Executive Search, Leadership, New Hire Orientations, Process Improvement, Hiring, Employee Benefits, Succession Planning, HR Consulting, Employee Engagement, Deferred Compensation, Strategy, Contract Recruitment, Vendor Management, Taleo, Temporary Staffing, Job Fairs, Behavioral Interviewing, SDLC, Workforce Planning, Staffing Services
Education
University of Minnesota-Twin Cities 1983 — 1989
BA, Psychology
ATK April 2014 - Present
Alan Plantikow Talent Acquisition Consulting August 2006 - Present
Covidien July 2013 - April 2014
Ameriprise Financial Services, Inc. 2009 - 2009
Acist Medical Systems April 2008 - December 2008
McQuay International February 2008 - April 2008
Novo Recruiting October 2006 - June 2007
Ameriprise Financial August 2006 - October 2006
Allianz Life April 2005 - August 2006
HR Personnel Services March 1998 - March 2005
Skills
Talent Acquisition, Lean Six Sigma Green..., Onboarding, Talent Management, Employer Branding, Manufacturing, Medical Devices, Professional Services, Financial Services, Engineering, Insurance, Transportation, Applicant Tracking..., HVAC, College Recruiting, Technical Recruiting, Recruiting, Employee Relations, Internet Recruiting, Sourcing, Interviews, Human Resources, Screening Resumes, Performance Management, Resume Writing, HRIS, Benefits Negotiation, Training, Management, Temporary Placement, Executive Search, Leadership, New Hire Orientations, Process Improvement, Hiring, Employee Benefits, Succession Planning, HR Consulting, Employee Engagement, Deferred Compensation, Strategy, Contract Recruitment, Vendor Management, Taleo, Temporary Staffing, Job Fairs, Behavioral Interviewing, SDLC, Workforce Planning, Staffing Services
Education
University of Minnesota-Twin Cities 1983 — 1989
BA, Psychology
Gregory Litwiller Gregory Litwiller's Ameriprise Financial Experience October 2004 - April 2010
Job Home Loan Processor/ Loan Documentation Specialist (LDS) at Wells Fargo Home Mortgage
Industry Accounting
Experience
Wells Fargo Home Mortgage July 2012 - Present
Account Temps/ Wells Fargo August 2011 - July 2012
Ameriprise Financial October 2004 - April 2010
Ameriprise Financial July 2000 - October 2004
Ameriprise Financial December 1998 - July 2000
Skills
Finance, Analysis, Accounting, Leadership, Internal Controls, Account Reconciliation, Management, Investments, Financial Analysis, Journal Entries, Corporate Finance, General Ledger, Process Improvement, Microsoft Excel, Microsoft Office
Education
University of Minnesota Duluth 1989 — 1992
BBA, Business Administration
Wells Fargo Home Mortgage July 2012 - Present
Account Temps/ Wells Fargo August 2011 - July 2012
Ameriprise Financial October 2004 - April 2010
Ameriprise Financial July 2000 - October 2004
Ameriprise Financial December 1998 - July 2000
Skills
Finance, Analysis, Accounting, Leadership, Internal Controls, Account Reconciliation, Management, Investments, Financial Analysis, Journal Entries, Corporate Finance, General Ledger, Process Improvement, Microsoft Excel, Microsoft Office
Education
University of Minnesota Duluth 1989 — 1992
BBA, Business Administration
Susan Nelson Boser Susan Nelson Boser's Ameriprise Financial Experience 1988 - 1999
Job Healing Crucible™ Founder
Industry Alternative Medicine
Experience
Healing Crucible, LLC 2005 - Present
Boser Consulting 1999 - 2005
Ameriprise Financial 1988 - 1999
Skills
Team Building, Coaching, Wellness, Healing, Healthcare, Treatment, Energy Healing, Therapists, Small Business, Entrepreneurship, Executive Coaching, Chronic Illness, Stress Management, Leadership Development, Leadership, Process Improvement, Program Management, Strategic Planning, Marketing
Education
University of Minnesota - Carlson School of Management 1978 — 1983
B.S., Business Administration
Healing Crucible, LLC 2005 - Present
Boser Consulting 1999 - 2005
Ameriprise Financial 1988 - 1999
Skills
Team Building, Coaching, Wellness, Healing, Healthcare, Treatment, Energy Healing, Therapists, Small Business, Entrepreneurship, Executive Coaching, Chronic Illness, Stress Management, Leadership Development, Leadership, Process Improvement, Program Management, Strategic Planning, Marketing
Education
University of Minnesota - Carlson School of Management 1978 — 1983
B.S., Business Administration
Eric Paluck Eric Paluck's Ameriprise Financial Experience 2004 - 2009
Job VP Managed Accounts at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Ameriprise Financial 2004 - 2009
Ameriprise Financial Services, Inc. 2004 - 2008
Ameriprise Financial 2001 - 2005
American Express 1996 - 2001
American Express 1993 - 1996
IDS Financial Services 1991 - 1993
TCF Bank 1990 - 1991
IDS Financial Services 1988 - 1991
Skills
Series 7, Retirement Income..., Managed Accounts, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Financial Planning, Securities, Separately Managed..., Financial Advisory, Retirement, Strategic Financial..., Retirement Planning, Series 24, Asset Allocation, Portfolio Management, FINRA, Alternative Investments, ETFs
Education
University of St. Thomas 2005 — 2007
Finance
University of Minnesota-Twin Cities 1984 — 1989
BS, Economics
University of Minnesota-Morris 1981 — 1982
Ameriprise Financial Services, Inc. 2009 - Present
Ameriprise Financial 2004 - 2009
Ameriprise Financial Services, Inc. 2004 - 2008
Ameriprise Financial 2001 - 2005
American Express 1996 - 2001
American Express 1993 - 1996
IDS Financial Services 1991 - 1993
TCF Bank 1990 - 1991
IDS Financial Services 1988 - 1991
Skills
Series 7, Retirement Income..., Managed Accounts, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Financial Planning, Securities, Separately Managed..., Financial Advisory, Retirement, Strategic Financial..., Retirement Planning, Series 24, Asset Allocation, Portfolio Management, FINRA, Alternative Investments, ETFs
Education
University of St. Thomas 2005 — 2007
Finance
University of Minnesota-Twin Cities 1984 — 1989
BS, Economics
University of Minnesota-Morris 1981 — 1982
Russ Runck CFP(R) Russ Runck CFP(R)'s Ameriprise Financial Experience March 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial March 2002 - Present
American Express Financial Advisors June 1999 - March 2002
Watertown-Mayer School District July 1987 - June 1999
Education
University of Minnesota-Twin Cities 1987 — 1994
Master of Education, Education
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Science, Agricultural Education
Ameriprise Financial March 2002 - Present
American Express Financial Advisors June 1999 - March 2002
Watertown-Mayer School District July 1987 - June 1999
Education
University of Minnesota-Twin Cities 1987 — 1994
Master of Education, Education
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Science, Agricultural Education
Sara Affias's Ameriprise Financial Experience January 2007 - December 2009
Job Strategic Solution Advisor at RK Management Consultants, Inc.
Industry Management Consulting
Experience
RK Management Consultants, Inc. April 2015 - Present
SAA Consulting January 2010 - March 2015
UnitedHealth Group May 2013 - April 2014
Target August 2012 - May 2013
Best Buy February 2011 - June 2012
Best Buy January 2010 - February 2011
Ameriprise Financial January 2007 - December 2009
Ameriprise Financial January 2002 - December 2006
Ameriprise Financial 2001 - 2002
US Bank 2000 - 2001
Skills
Marketing, Testing, Project Management, Cross-functional Team..., Customer Service, Program Management, Vendor Management, Human Resources, Change Management, Strategic Planning, Customer Experience, Financial Services, MS Project, Management, Time Management, Marketing Strategy, Leadership, E-commerce, Product Development, Team Building, Start-ups, Process Improvement, Business Development, Business Process..., Training, Account Management, Strategy, PMO, Integration, CRM, Mergers & Acquisitions, Marketing Communications, Forecasting, Team Leadership, Visio, Business Analysis, Analytics, Business Process, Social Media, Budgets, Sales, Project Planning, Databases, Project Portfolio..., SDLC, Retail, Product Management, Analysis, Business Intelligence, Consulting
Education
University of Minnesota-Twin Cities 1989 — 1994
BA, Liberal Arts
RK Management Consultants, Inc. April 2015 - Present
SAA Consulting January 2010 - March 2015
UnitedHealth Group May 2013 - April 2014
Target August 2012 - May 2013
Best Buy February 2011 - June 2012
Best Buy January 2010 - February 2011
Ameriprise Financial January 2007 - December 2009
Ameriprise Financial January 2002 - December 2006
Ameriprise Financial 2001 - 2002
US Bank 2000 - 2001
Skills
Marketing, Testing, Project Management, Cross-functional Team..., Customer Service, Program Management, Vendor Management, Human Resources, Change Management, Strategic Planning, Customer Experience, Financial Services, MS Project, Management, Time Management, Marketing Strategy, Leadership, E-commerce, Product Development, Team Building, Start-ups, Process Improvement, Business Development, Business Process..., Training, Account Management, Strategy, PMO, Integration, CRM, Mergers & Acquisitions, Marketing Communications, Forecasting, Team Leadership, Visio, Business Analysis, Analytics, Business Process, Social Media, Budgets, Sales, Project Planning, Databases, Project Portfolio..., SDLC, Retail, Product Management, Analysis, Business Intelligence, Consulting
Education
University of Minnesota-Twin Cities 1989 — 1994
BA, Liberal Arts
Eugene Andrew Baumbach Eugene Andrew Baumbach's Ameriprise Financial Experience March 2007 - February 2009
Job Business Analyst / Auditor
Industry Financial Services
Experience
Ameriprise Financial March 2007 - February 2009
Kelly Financial Resources July 2005 - February 2007
U.S. Department of the Treasury 1972 - 2003
Skills
Excel, Access, Word
Education
University of St. Thomas
Mini Master of Financial Management
University of Minnesota-Twin Cities
BSB, Accounting
Ameriprise Financial March 2007 - February 2009
Kelly Financial Resources July 2005 - February 2007
U.S. Department of the Treasury 1972 - 2003
Skills
Excel, Access, Word
Education
University of St. Thomas
Mini Master of Financial Management
University of Minnesota-Twin Cities
BSB, Accounting
Patty Brush's Ameriprise Financial Experience November 2009 - September 2010
Job Sr. Project Manager at OptumHealth
Industry Hospital & Health Care
Experience
UnitedHealth Group - OptumHealth December 2010 - Present
Ameriprise Financial November 2009 - September 2010
Ameriprise Financial 1998 - 2009
American Express Financial Advisors 1996 - 1998
American Express Financial Advisors 1992 - 1996
Skills
Training, Business Analysis, PMO, Project Management, Program Management, Cross-functional Team..., Coaching
Education
University of Minnesota Duluth
Bachelor of Arts
UnitedHealth Group - OptumHealth December 2010 - Present
Ameriprise Financial November 2009 - September 2010
Ameriprise Financial 1998 - 2009
American Express Financial Advisors 1996 - 1998
American Express Financial Advisors 1992 - 1996
Skills
Training, Business Analysis, PMO, Project Management, Program Management, Cross-functional Team..., Coaching
Education
University of Minnesota Duluth
Bachelor of Arts
Robert Steur, PMP's Ameriprise Financial Experience April 2010 - January 2011
Job IT Infrastructure Project Manager at Robert Steur Associates Inc.
Industry Information Technology and Services
Experience
Robert Steur Associates Inc. January 2012 - Present
Fortune 500 Manufacturing Company February 2011 - Present
Ameriprise Financial April 2010 - January 2011
US Bank December 2008 - March 2010
Skills
MS Project, Project Management, Requirements Gathering, Active Directory, Software Development, SDLC, SharePoint, Vendor Management, Management, SAP, Process Improvement, Networking, Program Management, Business Analysis, Team Leadership, Business Process, Testing
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA
Robert Steur Associates Inc. January 2012 - Present
Fortune 500 Manufacturing Company February 2011 - Present
Ameriprise Financial April 2010 - January 2011
US Bank December 2008 - March 2010
Skills
MS Project, Project Management, Requirements Gathering, Active Directory, Software Development, SDLC, SharePoint, Vendor Management, Management, SAP, Process Improvement, Networking, Program Management, Business Analysis, Team Leadership, Business Process, Testing
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA
Yevgeniy Leonov's Ameriprise Financial Experience June 2011 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial June 2011 - Present
Skills
Financial Analysis, Business Transformation, Financial Services, Strategy, Management Consulting, Re-engineering, Outsourcing, Strategic Planning, Leadership, Financial Modeling, Business, Analytics, Analysis, Business Process..., Optimization, Change Management, Risk Management, Due Diligence, Business Analysis, Acquisition Integration, Management, Process Improvement, Business Strategy, Cross-functional Team..., Business Development
Education
University of Minnesota - Carlson School of Management 2000 — 2003
MBA
LVVISKU (VVITKU)
Bachelor of Science (B.Sc.)
Ameriprise Financial June 2011 - Present
Skills
Financial Analysis, Business Transformation, Financial Services, Strategy, Management Consulting, Re-engineering, Outsourcing, Strategic Planning, Leadership, Financial Modeling, Business, Analytics, Analysis, Business Process..., Optimization, Change Management, Risk Management, Due Diligence, Business Analysis, Acquisition Integration, Management, Process Improvement, Business Strategy, Cross-functional Team..., Business Development
Education
University of Minnesota - Carlson School of Management 2000 — 2003
MBA
LVVISKU (VVITKU)
Bachelor of Science (B.Sc.)
Caroline Emswiler Caroline Emswiler's Ameriprise Financial Experience March 1993 - January 2000
Job President, Wealth Financial Consultants, Inc.
Industry Financial Services
Experience
Wealth Financial Consultants, Inc. February 2000 - Present
Transamerica Financial Advisors, Inc. 2000 - Present
Ameriprise Financial March 1993 - January 2000
Milwaukee Insurance Company June 1989 - March 1993
Skills
Life Insurance, Retirement Planning, Asset Management, Investment Management, Comprehensive Planning, Disability Insurance, Long-term Care, Equity Compensation
Education
University of Minnesota Duluth 1986 — 1988
Bachelors Degree, Business Administration
University of Wisconsin-Eau Claire 1985 — 1986
Wealth Financial Consultants, Inc. February 2000 - Present
Transamerica Financial Advisors, Inc. 2000 - Present
Ameriprise Financial March 1993 - January 2000
Milwaukee Insurance Company June 1989 - March 1993
Skills
Life Insurance, Retirement Planning, Asset Management, Investment Management, Comprehensive Planning, Disability Insurance, Long-term Care, Equity Compensation
Education
University of Minnesota Duluth 1986 — 1988
Bachelors Degree, Business Administration
University of Wisconsin-Eau Claire 1985 — 1986
Dominique Villaume Dominique Villaume's Ameriprise Financial Experience March 2010 - Present
Job Service Professional IIL Managed Accounts, Trades and Service at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2010 - Present
Capital Management Securities June 2008 - December 2009
Merrill Lynch 2007 - April 2008
RBC Dain Rauscher 2005 - 2007
Woodbury Financial Services 1999 - 2004
Skills
Series 7, Mutual Funds, Retirement, Securities, Trading, Portfolio Management, Fixed Annuities, Options, Estate Planning, Insurance, Retirement Planning, Branch Operation, Investment Advisory, FINRA, Finance, Asset Allocation, Wealth Management, Series 63, Financial Advisory, Equities, Investments
Education
University of Minnesota-Twin Cities 1992 — 1996
BS, Genetics and Cell Biology
Ameriprise Financial March 2010 - Present
Capital Management Securities June 2008 - December 2009
Merrill Lynch 2007 - April 2008
RBC Dain Rauscher 2005 - 2007
Woodbury Financial Services 1999 - 2004
Skills
Series 7, Mutual Funds, Retirement, Securities, Trading, Portfolio Management, Fixed Annuities, Options, Estate Planning, Insurance, Retirement Planning, Branch Operation, Investment Advisory, FINRA, Finance, Asset Allocation, Wealth Management, Series 63, Financial Advisory, Equities, Investments
Education
University of Minnesota-Twin Cities 1992 — 1996
BS, Genetics and Cell Biology
T.J. Dulka's Ameriprise Financial Experience July 2006 - Present
Job Vice President, Architecture at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2006 - Present
Ameriprise Financial July 2006 - March 2011
Sogeti USA LLC January 2004 - July 2006
Ambient Consulting April 2003 - January 2004
Protech Solutions June 2002 - March 2003
Haverstick Consulting May 2001 - June 2002
Skills
SDLC, Enterprise Architecture, IT Strategy, Vendor Management, SOA, Business Analysis, Architecture, Data Warehousing, Business Intelligence, Program Management, Software Project..., Agile Methodologies, Microsoft SQL Server, Integration, Software Development, XML, Solution Architecture, Leadership, Architectures, Data Modeling, Integration Architecture, Requirements Analysis, Strategy, Team Facilitation
Education
University of Minnesota-Duluth 1984 — 1988
BS, Computer Science
Ameriprise Financial July 2006 - Present
Ameriprise Financial July 2006 - March 2011
Sogeti USA LLC January 2004 - July 2006
Ambient Consulting April 2003 - January 2004
Protech Solutions June 2002 - March 2003
Haverstick Consulting May 2001 - June 2002
Skills
SDLC, Enterprise Architecture, IT Strategy, Vendor Management, SOA, Business Analysis, Architecture, Data Warehousing, Business Intelligence, Program Management, Software Project..., Agile Methodologies, Microsoft SQL Server, Integration, Software Development, XML, Solution Architecture, Leadership, Architectures, Data Modeling, Integration Architecture, Requirements Analysis, Strategy, Team Facilitation
Education
University of Minnesota-Duluth 1984 — 1988
BS, Computer Science
Scott Woker Scott Woker's Ameriprise Financial Experience August 2010 - March 2015
Job Vice President Identity, Access and Security Tools Management | Technologies at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial August 2010 - March 2015
Ameriprise Financial October 2008 - July 2010
Ameriprise Financial March 1998 - September 2008
Skills
Financial Services, Vendor Management, Strategic Financial..., Portfolio Management, Asset Managment, Business Analysis, IT Strategy, Risk Management, Relationship Management, Process Improvement, Insurance, Series 7, Asset Management, Change Management, Disaster Recovery, Enterprise Architecture, IT Management, ITIL, Leadership, Mutual Funds, Outsourcing, Project Portfolio..., SDLC, Business Process...
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBA, Finance and IS
University of Minnesota-Duluth 1985 — 1989
Bachelor of Accounting, Accounting
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial August 2010 - March 2015
Ameriprise Financial October 2008 - July 2010
Ameriprise Financial March 1998 - September 2008
Skills
Financial Services, Vendor Management, Strategic Financial..., Portfolio Management, Asset Managment, Business Analysis, IT Strategy, Risk Management, Relationship Management, Process Improvement, Insurance, Series 7, Asset Management, Change Management, Disaster Recovery, Enterprise Architecture, IT Management, ITIL, Leadership, Mutual Funds, Outsourcing, Project Portfolio..., SDLC, Business Process...
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBA, Finance and IS
University of Minnesota-Duluth 1985 — 1989
Bachelor of Accounting, Accounting
Mary Legeros Mary Legeros's Ameriprise Financial Experience April 2008 - April 2009
Job at Medtronic Corporate Communications
Industry Medical Devices
Experience
Medtronic April 2010 - Present
Medtronic October 2009 - April 2010
Medtronic July 2009 - October 2009
Ameriprise Financial April 2008 - April 2009
Words At Work 2005 - 2008
ThinkDesign Group 1995 - 2005
Skills
Integrated Marketing, Copywriting, Strategic Planning, Internal Communications, Advertising, Marketing, Direct Mail, Social Media, Online Advertising, Product Marketing, Brand Development, Marketing Management, Direct Marketing, Email Marketing
Education
University of Minnesota-Twin Cities
BA, Journalism
Medtronic April 2010 - Present
Medtronic October 2009 - April 2010
Medtronic July 2009 - October 2009
Ameriprise Financial April 2008 - April 2009
Words At Work 2005 - 2008
ThinkDesign Group 1995 - 2005
Skills
Integrated Marketing, Copywriting, Strategic Planning, Internal Communications, Advertising, Marketing, Direct Mail, Social Media, Online Advertising, Product Marketing, Brand Development, Marketing Management, Direct Marketing, Email Marketing
Education
University of Minnesota-Twin Cities
BA, Journalism
Cathy Klopp, SHRM-SCP Cathy Klopp, SHRM-SCP's Ameriprise Financial Experience 2006 - 2007
Job Talent Acquisition Professional
Industry Financial Services
Experience
Barr Engineering Co. January 2012 - Present
Robert Half International January 2010 - January 2012
Orbital ATK 2007 - 2009
Ameriprise Financial 2006 - 2007
HSBC 1999 - 2006
Cummins Inc. 1995 - 1999
IDS - American Express Financial Advisors 1985 - 1995
Education
University of Minnesota-Duluth
Bachelor of Science, Education
Barr Engineering Co. January 2012 - Present
Robert Half International January 2010 - January 2012
Orbital ATK 2007 - 2009
Ameriprise Financial 2006 - 2007
HSBC 1999 - 2006
Cummins Inc. 1995 - 1999
IDS - American Express Financial Advisors 1985 - 1995
Education
University of Minnesota-Duluth
Bachelor of Science, Education
Jesse Boeke Jesse Boeke's Ameriprise Financial Experience August 2010 - March 2012
Job Business Intelligence Analyst
Industry Accounting
Experience
Lindquist & Vennum April 2015 - Present
Lindquist & Vennum March 2012 - Present
Ameriprise Financial August 2010 - March 2012
Donaldson March 2008 - June 2009
US Bank August 2006 - March 2008
TCF Bank October 2002 - August 2006
Skills
Accounting, Treasury Management, Accounts Payable, Analysis, Risk Management, Access, Lotus Notes, Commercial Banking, SAP, Adobe Acrobat, Cash Management, Financial Analysis, Accounts Receivable, Corporate Finance, Forecasting, Microsoft Office, Microsoft Excel, Process Improvemen, Outlook, Word, SharePoint, Excel, PowerPoint, Retail Banking, Financial Modeling, Banking, SOX, Cash Flow, Compliance, FX, Problem Solving, Business Analysis, Process Engineering, Quantum, TRAX, BRMEdge, Project Implementation, Project Coordination, Security Administration, SQL, Tableau, Data Cubes, Business Analytics, Business Anal, Aderant, Treasury
Education
University of Minnesota - Carlson School of Management 2001 — 2010
Bachelor of Science in Business, Accounting, Entrepreneurial Management
University of St. Thomas
Data Science
Lindquist & Vennum April 2015 - Present
Lindquist & Vennum March 2012 - Present
Ameriprise Financial August 2010 - March 2012
Donaldson March 2008 - June 2009
US Bank August 2006 - March 2008
TCF Bank October 2002 - August 2006
Skills
Accounting, Treasury Management, Accounts Payable, Analysis, Risk Management, Access, Lotus Notes, Commercial Banking, SAP, Adobe Acrobat, Cash Management, Financial Analysis, Accounts Receivable, Corporate Finance, Forecasting, Microsoft Office, Microsoft Excel, Process Improvemen, Outlook, Word, SharePoint, Excel, PowerPoint, Retail Banking, Financial Modeling, Banking, SOX, Cash Flow, Compliance, FX, Problem Solving, Business Analysis, Process Engineering, Quantum, TRAX, BRMEdge, Project Implementation, Project Coordination, Security Administration, SQL, Tableau, Data Cubes, Business Analytics, Business Anal, Aderant, Treasury
Education
University of Minnesota - Carlson School of Management 2001 — 2010
Bachelor of Science in Business, Accounting, Entrepreneurial Management
University of St. Thomas
Data Science
Ward Armstrong Ward Armstrong's Ameriprise Financial Experience 1984 - 2007
Job Managing Partner at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners, LLC January 2010 - Present
Ameriprise Trust Company 1996 - 2007
Ameriprise Financial 1984 - 2007
American Express Financial Advisors 1984 - 2007
American Express Asset Management 2002 - 2004
Skills
Financial Advisory, Retirement, Wealth Management..., Wealth, Series 7, Asset Management, Investment Advisory, Management, Wealth Management, Mutual Funds, Retirement Planning, Financial Services, Investments, Portfolio Management, Asset Allocation, Process Improvement, Financial Modeling, Strategic Financial..., Leadership Development, Insurance, 401k, Alternative Investments, Securities, Series 24, Investment Management, Series 63, Estate Planning, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1972 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General
NorthRock Partners, LLC January 2010 - Present
Ameriprise Trust Company 1996 - 2007
Ameriprise Financial 1984 - 2007
American Express Financial Advisors 1984 - 2007
American Express Asset Management 2002 - 2004
Skills
Financial Advisory, Retirement, Wealth Management..., Wealth, Series 7, Asset Management, Investment Advisory, Management, Wealth Management, Mutual Funds, Retirement Planning, Financial Services, Investments, Portfolio Management, Asset Allocation, Process Improvement, Financial Modeling, Strategic Financial..., Leadership Development, Insurance, 401k, Alternative Investments, Securities, Series 24, Investment Management, Series 63, Estate Planning, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1972 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General
Millie Acamovic Millie Acamovic's Ameriprise Financial Experience June 2004 - July 2006
Job VP and CFO at Northwest Area Foundation
Industry Nonprofit Organization Management
Experience
College Possible 2014 - Present
Northwest Area Foundation February 2007 - Present
Girl Scouts River Valleys 2010 - 2015
Girl Scouts River Valleys 2010 - 2015
Girl Scouts River Valleys 2010 - 2015
Ameriprise Financial June 2004 - July 2006
Ameriprise Financial (Formerly American Express Financial Advisers Inc. 2004 - 2006
American Express Financial Advisors 2003 - 2004
Skills
Asset Managment, Mutual Funds, Series 7, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Budgets, Equity Research, Leadership, Financial Services, Insurance, Strategic Financial..., Asset Management, Investment Management, Strategy, Alternative Investments, Financial Analysis, Financial Advisory, Investment Strategies, Securities, Wealth Management, Private Equity, Equities, Finance, Due Diligence, Valuation, Investor Relations, Financial Modeling, Venture Capital, Mergers & Acquisitions, Corporate Finance, Fixed Income, Capital Markets, Bloomberg, Investment Advisory, Emerging Markets, Bonds, Risk Management, Cash Management, Executive Management, Relationship Management, Financial Markets, Philanthropy, Derivatives, Equity Valuation, Retirement, Investment Banking, Financial Planning, Management
Education
University of Chicago
BA, Economics
University of Minnesota - Carlson School of Management
MBA
College Possible 2014 - Present
Northwest Area Foundation February 2007 - Present
Girl Scouts River Valleys 2010 - 2015
Girl Scouts River Valleys 2010 - 2015
Girl Scouts River Valleys 2010 - 2015
Ameriprise Financial June 2004 - July 2006
Ameriprise Financial (Formerly American Express Financial Advisers Inc. 2004 - 2006
American Express Financial Advisors 2003 - 2004
Skills
Asset Managment, Mutual Funds, Series 7, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Budgets, Equity Research, Leadership, Financial Services, Insurance, Strategic Financial..., Asset Management, Investment Management, Strategy, Alternative Investments, Financial Analysis, Financial Advisory, Investment Strategies, Securities, Wealth Management, Private Equity, Equities, Finance, Due Diligence, Valuation, Investor Relations, Financial Modeling, Venture Capital, Mergers & Acquisitions, Corporate Finance, Fixed Income, Capital Markets, Bloomberg, Investment Advisory, Emerging Markets, Bonds, Risk Management, Cash Management, Executive Management, Relationship Management, Financial Markets, Philanthropy, Derivatives, Equity Valuation, Retirement, Investment Banking, Financial Planning, Management
Education
University of Chicago
BA, Economics
University of Minnesota - Carlson School of Management
MBA
Leslie Dagnault Leslie Dagnault's Ameriprise Financial Experience 2002 - 2006
Job Recruiting Consultant
Industry Financial Services
Experience
Jingit September 2014 - January 2015
ATK March 2014 - June 2014
RBC Wealth Management September 2013 - December 2013
University of Minnesota Physicians October 2012 - July 2013
ATK November 2011 - June 2012
Securian Financial Group October 2010 - July 2011
Capella University March 2010 - July 2010
Bernard Hodes May 2007 - December 2009
Ameriprise Financial 2002 - 2006
American Express 2000 - 2002
Skills
Talent Acquisition, Talent Management, College Recruiting, Applicant Tracking..., Onboarding, Recruiting, Human Resources, Sourcing, Employee Relations, Technical Recruiting, Screening Resumes, Time Management, Workforce Planning, New Hire Orientations, Succession Planning, PeopleSoft, Internet Recruiting, Temporary Placement, Interviews, HRIS, Career Development
Education
University of Minnesota-Duluth 1991 — 1996
Bachelor of Science (BS), Sociology
Jingit September 2014 - January 2015
ATK March 2014 - June 2014
RBC Wealth Management September 2013 - December 2013
University of Minnesota Physicians October 2012 - July 2013
ATK November 2011 - June 2012
Securian Financial Group October 2010 - July 2011
Capella University March 2010 - July 2010
Bernard Hodes May 2007 - December 2009
Ameriprise Financial 2002 - 2006
American Express 2000 - 2002
Skills
Talent Acquisition, Talent Management, College Recruiting, Applicant Tracking..., Onboarding, Recruiting, Human Resources, Sourcing, Employee Relations, Technical Recruiting, Screening Resumes, Time Management, Workforce Planning, New Hire Orientations, Succession Planning, PeopleSoft, Internet Recruiting, Temporary Placement, Interviews, HRIS, Career Development
Education
University of Minnesota-Duluth 1991 — 1996
Bachelor of Science (BS), Sociology
Jason P. Perkins, CMFC®'s Ameriprise Financial Experience May 2010 - November 2013
Job Senior Manager Centralized Supervision Unit at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
NCAA and Minnesota State High School League November 2000 - Present
Ameriprise Financial May 2010 - November 2013
RiverSource Investments March 2008 - May 2010
AXA Advisors August 2006 - December 2007
Qwest Communications January 2000 - May 2006
Skills
Coaching, Leadership, Management, Series 7
Education
University of Minnesota-Morris 1994 — 1998
B.A., Political Science, History
Ameriprise Financial Services, Inc. November 2013 - Present
NCAA and Minnesota State High School League November 2000 - Present
Ameriprise Financial May 2010 - November 2013
RiverSource Investments March 2008 - May 2010
AXA Advisors August 2006 - December 2007
Qwest Communications January 2000 - May 2006
Skills
Coaching, Leadership, Management, Series 7
Education
University of Minnesota-Morris 1994 — 1998
B.A., Political Science, History
Chip Hitchcock Chip Hitchcock's Ameriprise Financial Experience January 2002 - October 2007
Job Regional Sales Director
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
ING 2007 - 2010
Ameriprise Financial January 2002 - October 2007
American Express Financial Advisors January 1999 - January 2002
Skills
Strategic Financial..., Insurance, Life Insurance, Disability Insurance, Series 7, Series 63, Term Life Insurance, Estate Planning, Fixed Annuities, New Business Development, Finance, Business Planning, Leadership, Retirement, Strategy, Retirement Planning, Sales Operations, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Employee Benefits, 401k, Wealth Management, Asset Allocation, IRAs, Uniform Combined State..., Investment Advisory, Long Term Care Insurance, Financial Planning
Education
University of Minnesota Duluth 1993 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services; Biology and Chemistry
Ameriprise Financial Services, Inc. 2011 - Present
ING 2007 - 2010
Ameriprise Financial January 2002 - October 2007
American Express Financial Advisors January 1999 - January 2002
Skills
Strategic Financial..., Insurance, Life Insurance, Disability Insurance, Series 7, Series 63, Term Life Insurance, Estate Planning, Fixed Annuities, New Business Development, Finance, Business Planning, Leadership, Retirement, Strategy, Retirement Planning, Sales Operations, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Employee Benefits, 401k, Wealth Management, Asset Allocation, IRAs, Uniform Combined State..., Investment Advisory, Long Term Care Insurance, Financial Planning
Education
University of Minnesota Duluth 1993 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services; Biology and Chemistry
Patrick Noggle Patrick Noggle's Ameriprise Financial Experience January 2008 - September 2008
Job Business Manager at Winter Services, Inc.
Industry Accounting
Experience
Winter Services, Inc. July 2014 - Present
John C. Noggle, CPA Inc. March 2009 - June 2014
Mid American Financial October 2008 - November 2009
Ameriprise Financial January 2008 - September 2008
Skills
Financial Advisory, Credit, Retirement Planning, Loans, Customer Service, Banking, Strategic Financial..., Commercial Lending, Investments, Finance, Financial Analysis, Portfolio Management, Mortgage Lending, Team Building
Education
University of Minnesota-Twin Cities 2004 — 2008
Winter Services, Inc. July 2014 - Present
John C. Noggle, CPA Inc. March 2009 - June 2014
Mid American Financial October 2008 - November 2009
Ameriprise Financial January 2008 - September 2008
Skills
Financial Advisory, Credit, Retirement Planning, Loans, Customer Service, Banking, Strategic Financial..., Commercial Lending, Investments, Finance, Financial Analysis, Portfolio Management, Mortgage Lending, Team Building
Education
University of Minnesota-Twin Cities 2004 — 2008
Mike Sabbann Mike Sabbann's Ameriprise Financial Experience 2002 - 2003
Job CFA, Director, Investment Research in Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2004 - Present
Ameriprise Financial 2002 - 2003
YanShan University 2001 - 2002
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Investments, Series 63, Alternative Investments, Securities, Financial Advisory, Investment Strategies, Asset Managment, Equities
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance
University of Minnesota Duluth 1977 — 1979
BA, Chemistry
Ameriprise Financial Services, Inc. December 2004 - Present
Ameriprise Financial 2002 - 2003
YanShan University 2001 - 2002
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Investments, Series 63, Alternative Investments, Securities, Financial Advisory, Investment Strategies, Asset Managment, Equities
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance
University of Minnesota Duluth 1977 — 1979
BA, Chemistry
Linda Plautz Linda Plautz's Ameriprise Financial Experience June 2011 - August 2011
Job Manager, Talent Acquisition Services at UnitedHealth Group
Industry Human Resources
Experience
UnitedHealth Group August 2015 - Present
UnitedHealth Group August 2014 - August 2015
UnitedHealth Group October 2013 - August 2014
Target August 2012 - October 2013
Undergraduate Business Career Center, Carlson School of Management September 2011 - May 2012
University of Minnesota Admissions Office January 2009 - December 2011
Ameriprise Financial June 2011 - August 2011
University of Minnesota Dining Services August 2010 - January 2011
Skills
Recruiting, Human Resources, Training, Interviews, German, Employee Training, Management, Microsoft Office, Team Leadership, Leadership, Resume Writing, PeopleSoft, PowerPoint, Retail, Career Development, Time Management, German Fluency, Taleo, HRIS, Customer Service, Public Speaking
Education
University of Minnesota 2008 — 2012
Bachelor of Arts (B.A.), German Studies
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science in Business, Human Resources Industrial Relations
UnitedHealth Group August 2015 - Present
UnitedHealth Group August 2014 - August 2015
UnitedHealth Group October 2013 - August 2014
Target August 2012 - October 2013
Undergraduate Business Career Center, Carlson School of Management September 2011 - May 2012
University of Minnesota Admissions Office January 2009 - December 2011
Ameriprise Financial June 2011 - August 2011
University of Minnesota Dining Services August 2010 - January 2011
Skills
Recruiting, Human Resources, Training, Interviews, German, Employee Training, Management, Microsoft Office, Team Leadership, Leadership, Resume Writing, PeopleSoft, PowerPoint, Retail, Career Development, Time Management, German Fluency, Taleo, HRIS, Customer Service, Public Speaking
Education
University of Minnesota 2008 — 2012
Bachelor of Arts (B.A.), German Studies
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science in Business, Human Resources Industrial Relations
Celia Colwell Celia Colwell's Ameriprise Financial Experience August 2008 - December 2010
Job Marketing and Events at Insite Software
Industry Marketing and Advertising
Experience
Insite Software May 2013 - Present
Latitude October 2012 - May 2013
SuccessFactors May 2012 - October 2012
SuccessFactors (Formerly Jobs2web) January 2011 - May 2012
Ameriprise Financial August 2008 - December 2010
Hyrian August 2007 - July 2008
Skills
Marketing, Marketing Event Planning, Online Advertising, Webinar Management, Marketing Strategy, Marketing Communications, Project Coordination, Marketing Management, Leadership, Online Marketing, Advertising, Digital Marketing, E-commerce, Lead Generation, Team Building, Interactive Marketing, B2B, Integrated Marketing, Networking, Building Relationships, SEO, Social Networking, Social Media Marketing, Event Planning, Customer Service, Product Management, Vendor Management, Management, Human Resources, Training, Sales, Recruiting, Salesforce.com, Applicant Tracking..., College Recruiting
Education
University of Minnesota-Twin Cities 2003 — 2007
Edina High School 1999 — 2003
Insite Software May 2013 - Present
Latitude October 2012 - May 2013
SuccessFactors May 2012 - October 2012
SuccessFactors (Formerly Jobs2web) January 2011 - May 2012
Ameriprise Financial August 2008 - December 2010
Hyrian August 2007 - July 2008
Skills
Marketing, Marketing Event Planning, Online Advertising, Webinar Management, Marketing Strategy, Marketing Communications, Project Coordination, Marketing Management, Leadership, Online Marketing, Advertising, Digital Marketing, E-commerce, Lead Generation, Team Building, Interactive Marketing, B2B, Integrated Marketing, Networking, Building Relationships, SEO, Social Networking, Social Media Marketing, Event Planning, Customer Service, Product Management, Vendor Management, Management, Human Resources, Training, Sales, Recruiting, Salesforce.com, Applicant Tracking..., College Recruiting
Education
University of Minnesota-Twin Cities 2003 — 2007
Edina High School 1999 — 2003
Lucien Eldred Lucien Eldred's Ameriprise Financial Experience October 2013 - Present
Job Director, Interactive Marketing Release Management at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial October 2013 - Present
Ameriprise Financial May 2011 - October 2013
Mobile Line Communications Inc. September 2008 - May 2011
Amies Communications April 2006 - August 2008
Washington Mutual Financial Services February 2004 - April 2006
Skills
Series 7, Business Analysis, Digital Marketing, Retirement, Analytics, Marketing, Visio, Financial Services, Interactive Marketing, Vendor Management, Marketing Strategy, Web Development, Relationship Management, Email Marketing, Information Architecture, Project Management, E-commerce
Education
University of Minnesota Duluth 1996 — 2000
Ameriprise Financial October 2013 - Present
Ameriprise Financial May 2011 - October 2013
Mobile Line Communications Inc. September 2008 - May 2011
Amies Communications April 2006 - August 2008
Washington Mutual Financial Services February 2004 - April 2006
Skills
Series 7, Business Analysis, Digital Marketing, Retirement, Analytics, Marketing, Visio, Financial Services, Interactive Marketing, Vendor Management, Marketing Strategy, Web Development, Relationship Management, Email Marketing, Information Architecture, Project Management, E-commerce
Education
University of Minnesota Duluth 1996 — 2000
Andrew Carbonneau Andrew Carbonneau's Ameriprise Financial Experience May 2015 - Present
Job Associate Counsel at Ameriprise Financial
Industry Law Practice
Experience
Ameriprise Financial May 2015 - Present
OATI August 2013 - May 2015
Medtronic, Inc. January 2013 - July 2013
Starkey Hearing Technologies July 2011 - July 2012
Target May 2011 - July 2011
Schmidt Family Law & Mediation, P.A. May 2010 - August 2010
Skills
Writing, Research, Editing, Word, Contract Negotiation, Contract Writing, International Law, Corporate Tax, Teaching, Microsoft Word, Sales, Legal Research, Employment Law, Legal Writing
Education
University of Minnesota Law School 2009 — 2012
Doctor of Law (J.D.), Law
University of Minnesota-Twin Cities 2005 — 2009
B.A., English
Minnetonka High School 2001 — 2005
Ameriprise Financial May 2015 - Present
OATI August 2013 - May 2015
Medtronic, Inc. January 2013 - July 2013
Starkey Hearing Technologies July 2011 - July 2012
Target May 2011 - July 2011
Schmidt Family Law & Mediation, P.A. May 2010 - August 2010
Skills
Writing, Research, Editing, Word, Contract Negotiation, Contract Writing, International Law, Corporate Tax, Teaching, Microsoft Word, Sales, Legal Research, Employment Law, Legal Writing
Education
University of Minnesota Law School 2009 — 2012
Doctor of Law (J.D.), Law
University of Minnesota-Twin Cities 2005 — 2009
B.A., English
Minnetonka High School 2001 — 2005
Thomas H. Wolfe, CFP, CRPC's Ameriprise Financial Experience September 1988 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial September 1988 - Present
Education
College of Financial Planning 2005 — 2006
Chartered Financial Retirement Counselor Designation (CRPC), Financial Planning
College of Financial Planning 1990 — 1992
Colleg of Financial Planning Designation (CFP), Financial Planning
University of Minnesota-Twin Cities 1983 — 1987
B.I.S., Finance, Sociology, Economics
Golden Valley Lutheran College 1980 — 1983
Associate Arts Degree, Liberal Arts
Ameriprise Financial September 1988 - Present
Education
College of Financial Planning 2005 — 2006
Chartered Financial Retirement Counselor Designation (CRPC), Financial Planning
College of Financial Planning 1990 — 1992
Colleg of Financial Planning Designation (CFP), Financial Planning
University of Minnesota-Twin Cities 1983 — 1987
B.I.S., Finance, Sociology, Economics
Golden Valley Lutheran College 1980 — 1983
Associate Arts Degree, Liberal Arts
Diane Welter Diane Welter's Ameriprise Financial Experience February 2008 - February 2009
Job Marketing | Marketing Communications | Branding | Communications
Industry Marketing and Advertising
Experience
Driving Brand Awareness, Preference, and Loyalty in Healthcare and Financial Services January 2013 - Present
U.S. Bank May 2014 - Present
Silpada Designs January 2015 - Present
Vein Clinic PA September 2013 - January 2014
Fairview Health Services May 2011 - January 2013
Marketing Communications Consultant February 2009 - May 2011
Ameriprise Financial February 2008 - February 2009
TopLine Federal Credit Union March 2006 - October 2007
National Arbitration Forum January 2005 - February 2006
Affinity Plus Federal Credit Union March 2003 - December 2004
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Online Marketing, Advertising, Marketing, Corporate Communications, Brand Development, Strategic Communications, Content Strategy, Social Media, Content Management, Newsletters, Strategic Planning, Team Building, Email Marketing, Internal Communications, Microsoft Office, Leadership, Event Planning, Public Relations, PowerPoint, Press Releases, Direct Marketing, Team Management, Direct Mail, Public Speaking, Coaching, Blogging, Problem Solving, Marketing Management, Budgeting, Writing, Copywriting, Planning, Event Management, SEO, Account Management, Word, Editing, Social Media Marketing, Excel, Healthcare, Strategy, Creative Direction, Communications Strategy, Brand Stewardship, Community Marketing, Marekting Communications, Media Relations
Education
University of Minnesota-Duluth
BA, Business Administration, Marketing
Mound Westonka High School
High School Diploma
Driving Brand Awareness, Preference, and Loyalty in Healthcare and Financial Services January 2013 - Present
U.S. Bank May 2014 - Present
Silpada Designs January 2015 - Present
Vein Clinic PA September 2013 - January 2014
Fairview Health Services May 2011 - January 2013
Marketing Communications Consultant February 2009 - May 2011
Ameriprise Financial February 2008 - February 2009
TopLine Federal Credit Union March 2006 - October 2007
National Arbitration Forum January 2005 - February 2006
Affinity Plus Federal Credit Union March 2003 - December 2004
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Online Marketing, Advertising, Marketing, Corporate Communications, Brand Development, Strategic Communications, Content Strategy, Social Media, Content Management, Newsletters, Strategic Planning, Team Building, Email Marketing, Internal Communications, Microsoft Office, Leadership, Event Planning, Public Relations, PowerPoint, Press Releases, Direct Marketing, Team Management, Direct Mail, Public Speaking, Coaching, Blogging, Problem Solving, Marketing Management, Budgeting, Writing, Copywriting, Planning, Event Management, SEO, Account Management, Word, Editing, Social Media Marketing, Excel, Healthcare, Strategy, Creative Direction, Communications Strategy, Brand Stewardship, Community Marketing, Marekting Communications, Media Relations
Education
University of Minnesota-Duluth
BA, Business Administration, Marketing
Mound Westonka High School
High School Diploma
Dave Leflar Dave Leflar's Ameriprise Financial Experience April 2008 - March 2010
Job Vice President of Marketing, Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group December 2010 - Present
GWG Life March 2010 - December 2010
Ameriprise Financial April 2008 - March 2010
Ameriprise Financial January 2008 - April 2008
Networked Professionals 2007 - 2008
AXA Advisors October 2006 - December 2007
Johnson Brothers Liquor Co. July 2004 - October 2006
Johnson Brothers Liquor Co. February 1999 - June 2004
Murphy's Landing June 1998 - September 1998
Skills
Series 7, Sales Management, Fixed Annuities, Securities, Insurance, Training, Retirement Planning, Account Management, Public Speaking, New Business Development, Selling, Strategic Financial..., Series 66, Series 24, Annuities, Customer Relations, Customer Service, Excel, Retail, PowerPoint, Microsoft Office, Team Building, Strategic Planning, Budgeting, Compliance, Coaching, Word, Business Planning, Problem Solving, Financial Planning, Consultative Selling, Inventory Management, Marketing Strategy, Investments, Research, Team Leadership, Mentoring, Event Management, Planning, Asset Management, Salesforce.com, Business Strategy, Online Marketing, Critical Thinking
Education
University of Minnesota-Morris 1992 — 1997
BA, History Major, English Minor
Gradient Financial Group December 2010 - Present
GWG Life March 2010 - December 2010
Ameriprise Financial April 2008 - March 2010
Ameriprise Financial January 2008 - April 2008
Networked Professionals 2007 - 2008
AXA Advisors October 2006 - December 2007
Johnson Brothers Liquor Co. July 2004 - October 2006
Johnson Brothers Liquor Co. February 1999 - June 2004
Murphy's Landing June 1998 - September 1998
Skills
Series 7, Sales Management, Fixed Annuities, Securities, Insurance, Training, Retirement Planning, Account Management, Public Speaking, New Business Development, Selling, Strategic Financial..., Series 66, Series 24, Annuities, Customer Relations, Customer Service, Excel, Retail, PowerPoint, Microsoft Office, Team Building, Strategic Planning, Budgeting, Compliance, Coaching, Word, Business Planning, Problem Solving, Financial Planning, Consultative Selling, Inventory Management, Marketing Strategy, Investments, Research, Team Leadership, Mentoring, Event Management, Planning, Asset Management, Salesforce.com, Business Strategy, Online Marketing, Critical Thinking
Education
University of Minnesota-Morris 1992 — 1997
BA, History Major, English Minor
Jason Hertel Jason Hertel's Ameriprise Financial Experience August 2006 - August 2009
Job Director IT Service Delivery at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota January 2015 - Present
Blue Cross and Blue Shield of Minnesota June 2012 - January 2015
Ameriprise Financial Services, Inc. August 2011 - June 2012
TCF Bank August 2009 - August 2011
Ameriprise Financial August 2006 - August 2009
Ameriprise Financial May 2005 - August 2006
American Express Financial Advisors September 2003 - May 2005
American Express Financial Advisors January 2003 - August 2003
Skills
ITIL, Six Sigma, IT Service Management, Vendor Management, Business Analysis, Process Improvement, IT Operations, Incident Management, Change Management, Enterprise Architecture, Disaster Recovery, IT Strategy, SharePoint, Project Management, Program Management, SDLC, Infrastructure, IT Management, Visio, Business Process..., Management, Software Development, Enterprise Software, Security, Creative Strategy, Integration, PMP, Project Portfolio...
Education
University of St. Thomas 2003 — 2004
BA, Business Adminstration, Communications
University of Minnesota Duluth 2000 — 2002
MIS, Communications
Blue Cross and Blue Shield of Minnesota January 2015 - Present
Blue Cross and Blue Shield of Minnesota June 2012 - January 2015
Ameriprise Financial Services, Inc. August 2011 - June 2012
TCF Bank August 2009 - August 2011
Ameriprise Financial August 2006 - August 2009
Ameriprise Financial May 2005 - August 2006
American Express Financial Advisors September 2003 - May 2005
American Express Financial Advisors January 2003 - August 2003
Skills
ITIL, Six Sigma, IT Service Management, Vendor Management, Business Analysis, Process Improvement, IT Operations, Incident Management, Change Management, Enterprise Architecture, Disaster Recovery, IT Strategy, SharePoint, Project Management, Program Management, SDLC, Infrastructure, IT Management, Visio, Business Process..., Management, Software Development, Enterprise Software, Security, Creative Strategy, Integration, PMP, Project Portfolio...
Education
University of St. Thomas 2003 — 2004
BA, Business Adminstration, Communications
University of Minnesota Duluth 2000 — 2002
MIS, Communications
Mike Forsyth Mike Forsyth's Ameriprise Financial Experience November 2005 - December 2008
Job Senior Business Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management October 2010 - Present
Ameriprise Financial November 2005 - December 2008
American Express Financial Advisors July 1995 - November 2005
American Express Financial Advisors March 1989 - July 1995
Skills
SDLC, Quality Assurance, Business Process..., Analysis, Risk Management, Governance, Testing, Training, Product Management, IT Strategy, Process Improvement, Auditing, Portfolio Management, Requirements Gathering, Project Management, Quality Management, Business Requirements, Requirements Analysis, Business Process, Access, Business Analysis, Visio, Change Management, Sarbanes-Oxley Act, Program Management, Integration
Education
University of Saint Thomas 1991 — 1996
Master of Science, Software Design & Development
University of Minnesota Duluth 1971 — 1976
Bachelor of Arts, Business Administration
Columbia Management October 2010 - Present
Ameriprise Financial November 2005 - December 2008
American Express Financial Advisors July 1995 - November 2005
American Express Financial Advisors March 1989 - July 1995
Skills
SDLC, Quality Assurance, Business Process..., Analysis, Risk Management, Governance, Testing, Training, Product Management, IT Strategy, Process Improvement, Auditing, Portfolio Management, Requirements Gathering, Project Management, Quality Management, Business Requirements, Requirements Analysis, Business Process, Access, Business Analysis, Visio, Change Management, Sarbanes-Oxley Act, Program Management, Integration
Education
University of Saint Thomas 1991 — 1996
Master of Science, Software Design & Development
University of Minnesota Duluth 1971 — 1976
Bachelor of Arts, Business Administration
Mychal Brenden's Ameriprise Financial Experience September 2007 - December 2014
Job Corporate Counsel at Two Harbors Investment Corp.
Industry Law Practice
Experience
Two Harbors Investment Corp. January 2015 - Present
Ameriprise Financial September 2007 - December 2014
Ameriprise Financial Services, Inc. June 2006 - June 2007
University of Minnesota Law School January 2005 - January 2007
General Mills, Inc January 2001 - January 2004
Skills
Securities, Public Companies, Corporate Governance, Corporate Finance, Mergers & Acquisitions, Anti-corruption, Broker-Dealer, Investments, Corporate Law, Investment Advisers Act, Investment Company Act, Securities Regulation, Legal Compliance
Education
University of Minnesota Law School 2004 — 2007
Juris Doctor
University of St. Thomas 1997 — 2001
Bachelor of Arts (B.A.), Finance, Economics
Two Harbors Investment Corp. January 2015 - Present
Ameriprise Financial September 2007 - December 2014
Ameriprise Financial Services, Inc. June 2006 - June 2007
University of Minnesota Law School January 2005 - January 2007
General Mills, Inc January 2001 - January 2004
Skills
Securities, Public Companies, Corporate Governance, Corporate Finance, Mergers & Acquisitions, Anti-corruption, Broker-Dealer, Investments, Corporate Law, Investment Advisers Act, Investment Company Act, Securities Regulation, Legal Compliance
Education
University of Minnesota Law School 2004 — 2007
Juris Doctor
University of St. Thomas 1997 — 2001
Bachelor of Arts (B.A.), Finance, Economics
Kristin Schubert's Ameriprise Financial Experience March 2010 - Present
Job Director, Human Capital Strategies at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2010 - Present
Ameriprise Financial February 2005 - March 2010
Ameriprise Financial June 2003 - February 2005
University of Minnesota 1996 - 1999
Skills
Human Capital Planning, Organizational..., Strategic Partnering, Change Management, Talent Assessment and..., Employee and Leader..., Succession Planning, Building and Leveraging..., Human Capital, Organizational..., Talent Management, Performance Management, Recruiting, Employee Relations, Personnel Management, Human Resources, Leadership Development, Strategic Partnerships, Training, Organizational Design, Strategy, Leadership
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Human Resources
University of Minnesota-Twin Cities 1991 — 1996
BA, Criminology & Sociology
Ameriprise Financial March 2010 - Present
Ameriprise Financial February 2005 - March 2010
Ameriprise Financial June 2003 - February 2005
University of Minnesota 1996 - 1999
Skills
Human Capital Planning, Organizational..., Strategic Partnering, Change Management, Talent Assessment and..., Employee and Leader..., Succession Planning, Building and Leveraging..., Human Capital, Organizational..., Talent Management, Performance Management, Recruiting, Employee Relations, Personnel Management, Human Resources, Leadership Development, Strategic Partnerships, Training, Organizational Design, Strategy, Leadership
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Human Resources
University of Minnesota-Twin Cities 1991 — 1996
BA, Criminology & Sociology
Holly Ainslie's Ameriprise Financial Experience November 2007 - February 2013
Job Director Capital Markets Risk at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial November 2007 - February 2013
GMAC-ResCap July 2007 - October 2007
GMAC-RFC November 2005 - July 2007
Skills
Fixed Income, Market Risk, Capital Markets, Portfolio Management, Credit Risk, Derivatives, Financial Modeling, Asset Managment, SAS, Financial Risk, Risk Management, Analytics
Education
University of Minnesota-Twin Cities 2009 — 2012
Masters in Financial Mathematics, Mathematics
University of Minnesota-Twin Cities 2001 — 2005
BA, Economics
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial November 2007 - February 2013
GMAC-ResCap July 2007 - October 2007
GMAC-RFC November 2005 - July 2007
Skills
Fixed Income, Market Risk, Capital Markets, Portfolio Management, Credit Risk, Derivatives, Financial Modeling, Asset Managment, SAS, Financial Risk, Risk Management, Analytics
Education
University of Minnesota-Twin Cities 2009 — 2012
Masters in Financial Mathematics, Mathematics
University of Minnesota-Twin Cities 2001 — 2005
BA, Economics
Michael Olson, PE, PMP, MBA's Ameriprise Financial Experience October 2009 - September 2010
Job Global Legal Entity Consolidation
Industry Information Technology and Services
Experience
Entegris February 2015 - Present
Project Consulting Group June 2004 - Present
Augsburg University January 2000 - Present
Entegris November 2014 - February 2015
State of Minnesota Commerce Department January 2014 - September 2014
Medica August 2011 - December 2013
Saint Jude Medical (SJM) October 2010 - August 2011
Ameriprise Financial October 2009 - September 2010
Deluxe Corporation July 2007 - 2009
Medica June 2006 - July 2007
Skills
SDLC, Business Intelligence, Project Management, Process Improvement, Data Warehousing, SharePoint, Program Management, Integration, PMP, Microsoft SQL Server, Training, Project Portfolio..., Databases, PMO, Disaster Recovery, ITIL, Vendor Management, Leadership
Education
University of Minnesota-Twin Cities 1972 — 1975
BSCE
University of Minnesota - Carlson School of Management
Mini-MBA
University of Minnesota, Mankato
MBA
Entegris February 2015 - Present
Project Consulting Group June 2004 - Present
Augsburg University January 2000 - Present
Entegris November 2014 - February 2015
State of Minnesota Commerce Department January 2014 - September 2014
Medica August 2011 - December 2013
Saint Jude Medical (SJM) October 2010 - August 2011
Ameriprise Financial October 2009 - September 2010
Deluxe Corporation July 2007 - 2009
Medica June 2006 - July 2007
Skills
SDLC, Business Intelligence, Project Management, Process Improvement, Data Warehousing, SharePoint, Program Management, Integration, PMP, Microsoft SQL Server, Training, Project Portfolio..., Databases, PMO, Disaster Recovery, ITIL, Vendor Management, Leadership
Education
University of Minnesota-Twin Cities 1972 — 1975
BSCE
University of Minnesota - Carlson School of Management
Mini-MBA
University of Minnesota, Mankato
MBA
Julie Eidem's Ameriprise Financial Experience 1985 - 1998
Job Program Manager at Optum Behavioral Health
Industry Management Consulting
Experience
Optum Behavioral Health August 2014 - Present
Eidem Consulting February 2000 - Present
Target May 2012 - August 2014
Ameriprise Financial Services, Inc. July 2011 - May 2012
Optum Health September 2010 - June 2011
Hallmark Insights March 2010 - September 2010
Allianz Life September 2008 - January 2010
The Lacek Group 2008 - 2008
Aquent Marketing Staffing 1998 - 2000
Ameriprise Financial 1985 - 1998
Skills
PMO, Vendor Management, PMP, SDLC, Project Management, Process Improvement, Project Planning, Strategic Planning, Requirements Gathering, Business Analysis, Business Process..., Project Portfolio..., Program Management, Leadership, Resource Management, IT Management, Information Technology, Management, Business Requirements, Software Documentation, Requirements Analysis, Analysis, Business Process, Cross-functional Team..., ERP, Team Leadership, IT Strategy, MS Project, Integration, Visio, Business Intelligence, SharePoint, Software Project..., Governance, Project Delivery, Enterprise Software, Risk Management, Change Management, Enterprise Architecture, Outsourcing, Agile Project Management, Budgets, ITIL
Education
University of Minnesota-Twin Cities 1987 — 1989
MBA, Marketing Concentration
University of Minnesota - Carlson School of Management 1978 — 1981
BS, Accounting
Optum Behavioral Health August 2014 - Present
Eidem Consulting February 2000 - Present
Target May 2012 - August 2014
Ameriprise Financial Services, Inc. July 2011 - May 2012
Optum Health September 2010 - June 2011
Hallmark Insights March 2010 - September 2010
Allianz Life September 2008 - January 2010
The Lacek Group 2008 - 2008
Aquent Marketing Staffing 1998 - 2000
Ameriprise Financial 1985 - 1998
Skills
PMO, Vendor Management, PMP, SDLC, Project Management, Process Improvement, Project Planning, Strategic Planning, Requirements Gathering, Business Analysis, Business Process..., Project Portfolio..., Program Management, Leadership, Resource Management, IT Management, Information Technology, Management, Business Requirements, Software Documentation, Requirements Analysis, Analysis, Business Process, Cross-functional Team..., ERP, Team Leadership, IT Strategy, MS Project, Integration, Visio, Business Intelligence, SharePoint, Software Project..., Governance, Project Delivery, Enterprise Software, Risk Management, Change Management, Enterprise Architecture, Outsourcing, Agile Project Management, Budgets, ITIL
Education
University of Minnesota-Twin Cities 1987 — 1989
MBA, Marketing Concentration
University of Minnesota - Carlson School of Management 1978 — 1981
BS, Accounting
Julie Haugstad's Ameriprise Financial Experience December 2010 - June 2013
Job Principal Accountant, Investment AccountingOwned Assets at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. June 2013 - Present
Ameriprise Financial December 2010 - June 2013
Robert Half Management Resources October 2010 - December 2010
GMAC ResCap March 2009 - April 2010
GMAC ResCap December 2007 - March 2009
GMAC ResCap April 2003 - March 2009
US Bank 1997 - 2000
US Bank 1997 - 2000
Metropolitan Financial Corp. 1991 - 1995
Investors Savings Bank, fsb 1987 - 1991
Skills
Financial Analysis, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Essbase, Accounting, Process Improvement, Hyperion Enterprise, Variance Analysis, Strategic Financial..., Consolidation, General Ledger, Finance, Management
Education
University of Minnesota - Carlson School of Management 1995 — 1996
MBA, Finance, Strategic Management
University of Minnesota-Twin Cities 1983 — 1987
Master of Business Administration (MBA)
Ameriprise Financial, Inc. June 2013 - Present
Ameriprise Financial December 2010 - June 2013
Robert Half Management Resources October 2010 - December 2010
GMAC ResCap March 2009 - April 2010
GMAC ResCap December 2007 - March 2009
GMAC ResCap April 2003 - March 2009
US Bank 1997 - 2000
US Bank 1997 - 2000
Metropolitan Financial Corp. 1991 - 1995
Investors Savings Bank, fsb 1987 - 1991
Skills
Financial Analysis, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Essbase, Accounting, Process Improvement, Hyperion Enterprise, Variance Analysis, Strategic Financial..., Consolidation, General Ledger, Finance, Management
Education
University of Minnesota - Carlson School of Management 1995 — 1996
MBA, Finance, Strategic Management
University of Minnesota-Twin Cities 1983 — 1987
Master of Business Administration (MBA)
Jo Wetherille's Ameriprise Financial Experience 1989 - 2006
Job Director TPA Relationships at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Great-West Retirement Services December 2008 - Present
Wetherille Consulting July 2006 - December 2008
American Express Financial Advisors 2000 - 2006
American Express Retirement Services 1989 - 2006
American Express 1989 - 2006
Ameriprise Financial 1989 - 2006
Ameriprise Retirement Services 1989 - 2006
American Express Financial Advisors (now Ameriprise Financial) 1989 - 2006
Skills
Retirement, Process Improvement, Project Management, Series 7, Wealth Management, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, 401k, Relationship Management
Education
University of Minnesota - Carlson School of Management
BS, Accounting and Finance
Empower Retirement January 2015 - Present
Great-West Retirement Services December 2008 - Present
Wetherille Consulting July 2006 - December 2008
American Express Financial Advisors 2000 - 2006
American Express Retirement Services 1989 - 2006
American Express 1989 - 2006
Ameriprise Financial 1989 - 2006
Ameriprise Retirement Services 1989 - 2006
American Express Financial Advisors (now Ameriprise Financial) 1989 - 2006
Skills
Retirement, Process Improvement, Project Management, Series 7, Wealth Management, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, 401k, Relationship Management
Education
University of Minnesota - Carlson School of Management
BS, Accounting and Finance
Kristin Steffen's Ameriprise Financial Experience March 2007 - September 2014
Job Vice President at Portico Benefit Services
Industry Financial Services
Experience
Portico Benefit Services September 2014 - Present
Ameriprise Financial March 2007 - September 2014
BioScrip 2003 - 2007
UnitedHealth Group, Ovations 1999 - 2003
Rapp Collins Worldwide 1997 - 1999
US Bank 1994 - 1997
Land O'Lakes 1991 - 1994
Skills
Direct Marketing, Integrated Marketing, Marketing Strategy, Marketing Communications, Direct Mail, Competitive Analysis, Digital Marketing, Strategy, Multi-channel Marketing, Cross-functional Team..., Email Marketing, Analytics, Marketing, Interactive Marketing, Segmentation, Brand Management, Leadership, Product Marketing, B2B Marketing, Account Management
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Marketing & Finance
University of Minnesota-Twin Cities
Bachelor’s Degree, Business Administration
Portico Benefit Services September 2014 - Present
Ameriprise Financial March 2007 - September 2014
BioScrip 2003 - 2007
UnitedHealth Group, Ovations 1999 - 2003
Rapp Collins Worldwide 1997 - 1999
US Bank 1994 - 1997
Land O'Lakes 1991 - 1994
Skills
Direct Marketing, Integrated Marketing, Marketing Strategy, Marketing Communications, Direct Mail, Competitive Analysis, Digital Marketing, Strategy, Multi-channel Marketing, Cross-functional Team..., Email Marketing, Analytics, Marketing, Interactive Marketing, Segmentation, Brand Management, Leadership, Product Marketing, B2B Marketing, Account Management
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Marketing & Finance
University of Minnesota-Twin Cities
Bachelor’s Degree, Business Administration
Lauren Sherlock's Ameriprise Financial Experience August 1993 - Present
Job Manager TPAG Risk Mitigation at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1993 - Present
Education
University of Minnesota - Morris 1989 — 1993
BA, Psychology, Political Science
Ameriprise Financial August 1993 - Present
Education
University of Minnesota - Morris 1989 — 1993
BA, Psychology, Political Science
Greg Meadows's Ameriprise Financial Experience October 1990 - Present
Job Senior Security Coordinator at Ameriprise Financial
Industry Security and Investigations
Experience
Ameriprise Financial October 1990 - Present
Skills
Protection, Physical Security, Security Management, Executive Protection, Security console..., Emergency Management, Security reports, Surveillance, Training, Investigation, Access Control, Security badging and..., Business Continuity, Security processes, Security procedures, Security emergency..., Intelligence, Fraud, Enforcement, Security officer..., Customer service and...
Education
University of Minnesota-Twin Cities 1982 — 1988
Bachelor of Arts (B.A.), Sociology - Criminology
Ameriprise Financial October 1990 - Present
Skills
Protection, Physical Security, Security Management, Executive Protection, Security console..., Emergency Management, Security reports, Surveillance, Training, Investigation, Access Control, Security badging and..., Business Continuity, Security processes, Security procedures, Security emergency..., Intelligence, Fraud, Enforcement, Security officer..., Customer service and...
Education
University of Minnesota-Twin Cities 1982 — 1988
Bachelor of Arts (B.A.), Sociology - Criminology
Steve Heno's Ameriprise Financial Experience May 2002 - Present
Job Team Leader Infrastructure Vendor Governance at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2002 - Present
American Express May 1996 - May 2002
Education
University of Minnesota - Carlson School of Management 2002 — 2006
MBA, Strategic Operations
University of Minnesota - Carlson School of Management 1991 — 1996
BBA, Management, Marketing
Ameriprise Financial May 2002 - Present
American Express May 1996 - May 2002
Education
University of Minnesota - Carlson School of Management 2002 — 2006
MBA, Strategic Operations
University of Minnesota - Carlson School of Management 1991 — 1996
BBA, Management, Marketing
Dean Kramar's Ameriprise Financial Experience June 2011 - Present
Job Sr. Product Manager, Wealth Management Solutions 401(k) Plans
Industry Financial Services
Experience
Ameriprise Financial June 2011 - Present
TD Ameritrade October 2010 - July 2011
First American Funds July 2006 - October 2010
The Hartford May 2005 - June 2006
Hartford Life 2004 - 2005
American Express Financial Advisors 1996 - 2004
Skills
Relationship Management, Morningstar, Siebel, Series 7, Mutual Funds, FINRA, 401k, Securities, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, Financial Advisory
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Ameriprise Financial June 2011 - Present
TD Ameritrade October 2010 - July 2011
First American Funds July 2006 - October 2010
The Hartford May 2005 - June 2006
Hartford Life 2004 - 2005
American Express Financial Advisors 1996 - 2004
Skills
Relationship Management, Morningstar, Siebel, Series 7, Mutual Funds, FINRA, 401k, Securities, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, Financial Advisory
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Peter Ribotto's Ameriprise Financial Experience 2008 - Present
Job Accounting Manager Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
Ameriprise Financial 2004 - 2008
Ameriprise Financial 1997 - 2004
City of Eden Prairie 1996 - 1997
Hennepin County 1993 - 1996
Skills
Accounting, Financial Reporting, General Ledger, SOX, PeopleSoft, Analysis, Reporting & Analysis, Series 7, Statutory Accounting, Microsoft Office, Management, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Finance, Financial Services, Business Analysis, Internal Controls, Process Improvement
Education
University of Minnesota-Duluth 1989 — 1992
Bachelor of Accounting, Accounting & Finance
Ameriprise Financial 2008 - Present
Ameriprise Financial 2004 - 2008
Ameriprise Financial 1997 - 2004
City of Eden Prairie 1996 - 1997
Hennepin County 1993 - 1996
Skills
Accounting, Financial Reporting, General Ledger, SOX, PeopleSoft, Analysis, Reporting & Analysis, Series 7, Statutory Accounting, Microsoft Office, Management, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Finance, Financial Services, Business Analysis, Internal Controls, Process Improvement
Education
University of Minnesota-Duluth 1989 — 1992
Bachelor of Accounting, Accounting & Finance
Jim Nachtsheim's Ameriprise Financial Experience 1971 - 2005
Job Retired DirectorSystems Development and SupportAmeriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2005 - March 2013
IDS March 1971 - June 2005
Ameriprise Financial Advisors 1990 - 2005
American Express Financial Advisors 1971 - 2005
Ameriprise Financial 1971 - 2005
IDS 1971 - 1975
Skills
System Administration, Business Analysis, Vendor Management, IT Operations, Process Improvement, Enterprise Architecture, Visio, SDLC, Requirements Gathering, IT Strategy, PMO, Disaster Recovery, Project Portfolio..., Requirements Analysis, Program Management, Risk Management, Financial Services, Business Process...
Education
University of Minnesota - Carlson School of Management 1972 — 1975
MBA, Master's in Business Administration
University of Minnesota - Carlson School of Management 1966 — 1970
BS Business Administration
Robbinsdale High School 1963 — 1966
Ameriprise Financial Services, Inc. July 2005 - March 2013
IDS March 1971 - June 2005
Ameriprise Financial Advisors 1990 - 2005
American Express Financial Advisors 1971 - 2005
Ameriprise Financial 1971 - 2005
IDS 1971 - 1975
Skills
System Administration, Business Analysis, Vendor Management, IT Operations, Process Improvement, Enterprise Architecture, Visio, SDLC, Requirements Gathering, IT Strategy, PMO, Disaster Recovery, Project Portfolio..., Requirements Analysis, Program Management, Risk Management, Financial Services, Business Process...
Education
University of Minnesota - Carlson School of Management 1972 — 1975
MBA, Master's in Business Administration
University of Minnesota - Carlson School of Management 1966 — 1970
BS Business Administration
Robbinsdale High School 1963 — 1966
Gene Elliott's Ameriprise Financial Experience July 1999 - May 2005
Job Paraplanner/Planning Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Minkoff & Associates August 2009 - Present
Citigroup April 2007 - December 2008
Amerprise Financial May 2005 - April 2007
Ameriprise Financial July 1999 - May 2005
Ameriprise Financial October 1996 - July 1999
Skills
High Net Worth..., Strategic Financial..., Mutual Funds, Series 7, Wealth Management
Education
University of Minnesota-Twin Cities
Minkoff & Associates August 2009 - Present
Citigroup April 2007 - December 2008
Amerprise Financial May 2005 - April 2007
Ameriprise Financial July 1999 - May 2005
Ameriprise Financial October 1996 - July 1999
Skills
High Net Worth..., Strategic Financial..., Mutual Funds, Series 7, Wealth Management
Education
University of Minnesota-Twin Cities
Michael Costley's Ameriprise Financial Experience January 2000 - Present
Job Director, EquityOption Trading & ESO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial January 2000 - Present
Piper Jaffray - The Lake Bank 1998 - 2000
CBOE 1995 - 1998
Skills
Equities, Series 7, Options, Series 63, Securities, Trading, Series 24, Series 55, FINRA, Equity Trading, ETFs, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Mutual Funds
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor's Degree, Finance
Ameriprise Financial January 2000 - Present
Piper Jaffray - The Lake Bank 1998 - 2000
CBOE 1995 - 1998
Skills
Equities, Series 7, Options, Series 63, Securities, Trading, Series 24, Series 55, FINRA, Equity Trading, ETFs, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Mutual Funds
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor's Degree, Finance
Christy Lueck's Ameriprise Financial Experience 1995 - 2000
Job Legal and Operations Professional
Industry Financial Services
Experience
Ameriprise Financial, Inc. 2000 - December 2008
Ameriprise Financial 1995 - 2000
Ameriprise Financial 1983 - 1995
Skills
Risk Management, Corporate Governance, Leadership, Change Management, Management, Contract Management, Financial Services, Training, Finance, Budgets, Process Improvement, Business Process..., Business Analysis, Insurance, Vendor Management
Education
University of Minnesota Law School
J.D.
Vassar College
A.B.
Ameriprise Financial, Inc. 2000 - December 2008
Ameriprise Financial 1995 - 2000
Ameriprise Financial 1983 - 1995
Skills
Risk Management, Corporate Governance, Leadership, Change Management, Management, Contract Management, Financial Services, Training, Finance, Budgets, Process Improvement, Business Process..., Business Analysis, Insurance, Vendor Management
Education
University of Minnesota Law School
J.D.
Vassar College
A.B.
Stephen Ballinger's Ameriprise Financial Experience November 1988 - Present
Job Advanced Claims Analyst at Ameriprise Financial
Industry Insurance
Experience
Ameriprise Financial November 1988 - Present
Education
University of Minnesota Duluth 1978 — 1981
Business, Finance
University of Minnesota Duluth
Bachelor of Business Administration (BBA)
Ameriprise Financial November 1988 - Present
Education
University of Minnesota Duluth 1978 — 1981
Business, Finance
University of Minnesota Duluth
Bachelor of Business Administration (BBA)
Laurie Sorensen's Ameriprise Financial Experience June 2014 - Present
Job Director, Planning and Adminstration
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - June 2014
Ameriprise Financial September 2006 - May 2011
Ameriprise Financial June 2005 - September 2006
Ameriprise Financial 2000 - 2005
Skills
Software Documentation, Leadership, FINRA, Training, Securities, Strategic Financial..., Series 7, Insurance, Financial Services, Internal Communications
Education
University of Minnesota-Morris 1989 — 1993
BA, Speech Communciations
Augsburg College
Master's degree, Organizational Leadership
Ameriprise Financial June 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - June 2014
Ameriprise Financial September 2006 - May 2011
Ameriprise Financial June 2005 - September 2006
Ameriprise Financial 2000 - 2005
Skills
Software Documentation, Leadership, FINRA, Training, Securities, Strategic Financial..., Series 7, Insurance, Financial Services, Internal Communications
Education
University of Minnesota-Morris 1989 — 1993
BA, Speech Communciations
Augsburg College
Master's degree, Organizational Leadership
Dan Knutson's Ameriprise Financial Experience September 2006 - September 2011
Job Senior Product Manager Mutual Funds & 529 Plans at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - March 2013
Ameriprise Financial September 2006 - September 2011
Ameriprise Financial 2003 - 2006
Ameriprise Financial 2001 - 2003
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1999 - 1999
Education
University of Minnesota-Duluth 1994 — 1999
BA, BBA, Economics, Marketing
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - March 2013
Ameriprise Financial September 2006 - September 2011
Ameriprise Financial 2003 - 2006
Ameriprise Financial 2001 - 2003
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1999 - 1999
Education
University of Minnesota-Duluth 1994 — 1999
BA, BBA, Economics, Marketing
Laura McHugh's Ameriprise Financial Experience September 2009 - Present
Job Senior Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial September 2009 - Present
Ameriprise Financial January 2007 - August 2009
Ameriprise July 2003 - January 2007
Ameriprise Financial January 1997 - July 2003
Skills
Leadership, Business Planning, Strategic Planning, Strategy, Leadership Development, Program Management, Business Strategy, Management, Financial Services, Strategic Financial...
Education
University of Minnesota Duluth 1988 — 2003
Bachelors, Business Administration, HR and Communications
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial September 2009 - Present
Ameriprise Financial January 2007 - August 2009
Ameriprise July 2003 - January 2007
Ameriprise Financial January 1997 - July 2003
Skills
Leadership, Business Planning, Strategic Planning, Strategy, Leadership Development, Program Management, Business Strategy, Management, Financial Services, Strategic Financial...
Education
University of Minnesota Duluth 1988 — 2003
Bachelors, Business Administration, HR and Communications
Heide Ahmann's Ameriprise Financial Experience December 2009 - Present
Job Director Product Management Alternative Investments at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2009 - Present
Ameriprise Financial July 2006 - December 2009
ING Funds 2004 - 2006
American Express Financial Advisors 2003 - 2004
American Express Financial Advisors 2002 - 2003
American Express Financial Advisors 2000 - 2003
American Express Financial Advisors 1999 - 2000
Education
University of Minnesota Duluth
BA
Ameriprise Financial December 2009 - Present
Ameriprise Financial July 2006 - December 2009
ING Funds 2004 - 2006
American Express Financial Advisors 2003 - 2004
American Express Financial Advisors 2002 - 2003
American Express Financial Advisors 2000 - 2003
American Express Financial Advisors 1999 - 2000
Education
University of Minnesota Duluth
BA
Jenny Sprau's Ameriprise Financial Experience August 2009 - Present
Job Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2009 - Present
Education
University of Minnesota Duluth 1997 — 2000
BA, English, Communications
Ameriprise Financial August 2009 - Present
Education
University of Minnesota Duluth 1997 — 2000
BA, English, Communications
Kevin Schultz, CIMA®'s Ameriprise Financial Experience 2003 - 2006
Job Vice President, Portfolio Relationship Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust August 2013 - Present
Minneapolis Portfolio Mgt Group August 2008 - August 2013
UBS Financial 2006 - 2008
Ameriprise Financial 2003 - 2006
Skills
Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Separately Managed...
Education
University of Minnesota Duluth 1987 — 1992
BS, Finance, Acct
U.S. Trust August 2013 - Present
Minneapolis Portfolio Mgt Group August 2008 - August 2013
UBS Financial 2006 - 2008
Ameriprise Financial 2003 - 2006
Skills
Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Separately Managed...
Education
University of Minnesota Duluth 1987 — 1992
BS, Finance, Acct
Jerry Lindseth's Ameriprise Financial Experience 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial 2005 - Present
American Express Financial Advisors June 1969 - May 2005
Ameriprise Financial Advisors June 1969 - May 2005
Education
University of Minnesota-Morris 1965 — 1969
BA, Economics
Ameriprise Financial 2005 - Present
American Express Financial Advisors June 1969 - May 2005
Ameriprise Financial Advisors June 1969 - May 2005
Education
University of Minnesota-Morris 1965 — 1969
BA, Economics
Katie Guthrie's Ameriprise Financial Experience March 2009 - Present
Job Sr. Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
Ameriprise Financial June 2000 - March 2009
Skills
Financial Analysis, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1998 — 2000
BSB, Accounting
Ameriprise Financial March 2009 - Present
Ameriprise Financial June 2000 - March 2009
Skills
Financial Analysis, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1998 — 2000
BSB, Accounting
Trent Jaeger's Ameriprise Financial Experience August 2015 - Present
Job VP and Group Counsel Procurement and Technology at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2015 - Present
Ameriprise Financial November 2008 - Present
Jaeger Law Office, PLC March 2005 - November 2009
Walsh & Gaertner, P.A. 2003 - 2005
Skills
Estate Planning, Corporate Law, Legal Research, Litigation, Legal Writing, Intellectual Property, Legal Advice, Legal Compliance, Commercial Litigation, Mergers, Civil Litigation, Arbitration, Contract Negotiation, Mediation, Risk Management, Financial Services, Negotiation, Licensing
Education
University of Minnesota Law School 1995 — 1998
J.D., Law
University of St. Thomas 1991 — 1995
Bachelor of Arts (B.A.), English Literature and Writing
Ameriprise Financial August 2015 - Present
Ameriprise Financial November 2008 - Present
Jaeger Law Office, PLC March 2005 - November 2009
Walsh & Gaertner, P.A. 2003 - 2005
Skills
Estate Planning, Corporate Law, Legal Research, Litigation, Legal Writing, Intellectual Property, Legal Advice, Legal Compliance, Commercial Litigation, Mergers, Civil Litigation, Arbitration, Contract Negotiation, Mediation, Risk Management, Financial Services, Negotiation, Licensing
Education
University of Minnesota Law School 1995 — 1998
J.D., Law
University of St. Thomas 1991 — 1995
Bachelor of Arts (B.A.), English Literature and Writing
John Rumley's Ameriprise Financial Experience January 1994 - Present
Job Business Systems Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1994 - Present
Skills
Access Database, Database Design, Business Analysis, SQL Server Management..., Microsoft Excel, Microsoft Word, Lotus Notes, Process Improvement, Visio, Programming
Education
University of Minnesota - Carlson School of Management 1986 — 1993
BSB, Accounting
Ameriprise Financial January 1994 - Present
Skills
Access Database, Database Design, Business Analysis, SQL Server Management..., Microsoft Excel, Microsoft Word, Lotus Notes, Process Improvement, Visio, Programming
Education
University of Minnesota - Carlson School of Management 1986 — 1993
BSB, Accounting
Heidi Rothbauer's Ameriprise Financial Experience January 2014 - June 2014
Job Senior Business Analyst (Consultant) at Allianz
Industry Financial Services
Experience
Allianz August 2014 - Present
Ameriprise Financial January 2014 - June 2014
CoBank July 2013 - December 2013
Wells Fargo Insurance Services January 2013 - June 2013
Ameriprise Financial Services, Inc. September 2011 - December 2012
Capella University June 2010 - July 2011
Ameriprise Financial Services, Inc. August 2009 - August 2010
Wells Fargo Shareholder Services June 2009 - August 2009
Green Tree Financial January 2009 - March 2009
Ascensus Retirement Services October 2008 - November 2008
Skills
Visio, User Acceptance Testing, Business Requirements, Business Process, Software Documentation, Testing, Quality Assurance, Project Management, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Process Improvement, Business Process..., Waterfall, PMO, Software Project..., Business Process Mapping, SharePoint, Analysis, Integration, Leadership, Six Sigma
Education
University of Minnesota-Twin Cities 1993 — 1997
BA, History, American Indian Studies
Allianz August 2014 - Present
Ameriprise Financial January 2014 - June 2014
CoBank July 2013 - December 2013
Wells Fargo Insurance Services January 2013 - June 2013
Ameriprise Financial Services, Inc. September 2011 - December 2012
Capella University June 2010 - July 2011
Ameriprise Financial Services, Inc. August 2009 - August 2010
Wells Fargo Shareholder Services June 2009 - August 2009
Green Tree Financial January 2009 - March 2009
Ascensus Retirement Services October 2008 - November 2008
Skills
Visio, User Acceptance Testing, Business Requirements, Business Process, Software Documentation, Testing, Quality Assurance, Project Management, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Process Improvement, Business Process..., Waterfall, PMO, Software Project..., Business Process Mapping, SharePoint, Analysis, Integration, Leadership, Six Sigma
Education
University of Minnesota-Twin Cities 1993 — 1997
BA, History, American Indian Studies
Dylan Stenglein's Ameriprise Financial Experience March 2008 - February 2010
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource August 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - August 2013
RiverSource Insurance February 2010 - January 2012
Ameriprise Financial March 2008 - February 2010
Thrivent Financial August 2007 - March 2008
Cintas Corporation April 2006 - August 2007
Cintas Corporation May 2004 - April 2006
Wisconsin Home Furnishings January 2001 - January 2003
Skills
Customer Relations, Sales Management, Retirement Planning, Customer Satisfaction, Investments, Insurance, Disability Insurance, Financial Planning, Fishing, Series 7, Series 66, CMFC, Mutual Funds, Life Insurance, Employee Training, Strategic Financial..., Uniform Combined State..., Series 63, Fixed Annuities, Customer Service, Wealth Management, Retirement, Financial Services, Securities, Series 6, Asset Allocation, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Long-term Care, FINRA, Financial Advisory, Variable Annuities, Annuity Sales, Investment Strategies, Estate Planning
Education
University of Minnesota-Duluth 1999 — 2004
History, Sales, Marketing
Anoka High School 1994 — 1997
RiverSource August 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - August 2013
RiverSource Insurance February 2010 - January 2012
Ameriprise Financial March 2008 - February 2010
Thrivent Financial August 2007 - March 2008
Cintas Corporation April 2006 - August 2007
Cintas Corporation May 2004 - April 2006
Wisconsin Home Furnishings January 2001 - January 2003
Skills
Customer Relations, Sales Management, Retirement Planning, Customer Satisfaction, Investments, Insurance, Disability Insurance, Financial Planning, Fishing, Series 7, Series 66, CMFC, Mutual Funds, Life Insurance, Employee Training, Strategic Financial..., Uniform Combined State..., Series 63, Fixed Annuities, Customer Service, Wealth Management, Retirement, Financial Services, Securities, Series 6, Asset Allocation, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Long-term Care, FINRA, Financial Advisory, Variable Annuities, Annuity Sales, Investment Strategies, Estate Planning
Education
University of Minnesota-Duluth 1999 — 2004
History, Sales, Marketing
Anoka High School 1994 — 1997
Natalia Falkum's Ameriprise Financial Experience October 2006 - Present
Job Lead Manager Analytics at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2006 - Present
Ameriprise Financial June 2004 - October 2006
Ameriprise Financial January 2000 - July 2004
Ameriprise Financial July 1999 - January 2000
Skills
Strategic Financial..., Series 7, Business Analysis, Analytics, Corporate Finance, Data Analysis, Segmentation, Financial Analysis, Forecasting, Budgets, Finance, Financial Modeling, Business Intelligence
Education
University of Minnesota - Carlson School of Management 1996 — 1999
Finance
Ameriprise Financial October 2006 - Present
Ameriprise Financial June 2004 - October 2006
Ameriprise Financial January 2000 - July 2004
Ameriprise Financial July 1999 - January 2000
Skills
Strategic Financial..., Series 7, Business Analysis, Analytics, Corporate Finance, Data Analysis, Segmentation, Financial Analysis, Forecasting, Budgets, Finance, Financial Modeling, Business Intelligence
Education
University of Minnesota - Carlson School of Management 1996 — 1999
Finance
Nancy Knutson's Ameriprise Financial Experience January 2001 - June 2008
Job Director Expense, Workforce Planning, and Reporting at Allianz Life
Industry Financial Services
Experience
Allianz Life Insurance Company of North America August 2013 - Present
Allianz Life Insurance Company of North America January 2011 - July 2013
Kern B. Knutson Accounting June 2008 - January 2011
Connexions Loyalty Travel Solutions, LLC October 2010 - December 2010
Ameriprise Financial January 2001 - June 2008
Ameriprise Financial January 1998 - December 2000
Ameriprise Financial January 1994 - January 1998
Ameriprise Financial January 1989 - January 1994
Ameriprise Financial January 1988 - January 1989
Ameriprise Financial January 1985 - January 1987
Skills
Financial Reporting, Financial Analysis, Analysis, Budgets, Forecasting, Business Analysis, Strategy, Process Improvement, Finance, Strategic Financial..., Leadership, Accounting, Management, Risk Management, Financial Modeling
Education
American College 1994 — 1998
CHFC, Chartered Financial Consultant Designation (CHFC)
University of Minnesota Duluth 1980 — 1984
Bachelor, Business Administration Finance
Allianz Life Insurance Company of North America August 2013 - Present
Allianz Life Insurance Company of North America January 2011 - July 2013
Kern B. Knutson Accounting June 2008 - January 2011
Connexions Loyalty Travel Solutions, LLC October 2010 - December 2010
Ameriprise Financial January 2001 - June 2008
Ameriprise Financial January 1998 - December 2000
Ameriprise Financial January 1994 - January 1998
Ameriprise Financial January 1989 - January 1994
Ameriprise Financial January 1988 - January 1989
Ameriprise Financial January 1985 - January 1987
Skills
Financial Reporting, Financial Analysis, Analysis, Budgets, Forecasting, Business Analysis, Strategy, Process Improvement, Finance, Strategic Financial..., Leadership, Accounting, Management, Risk Management, Financial Modeling
Education
American College 1994 — 1998
CHFC, Chartered Financial Consultant Designation (CHFC)
University of Minnesota Duluth 1980 — 1984
Bachelor, Business Administration Finance
Zach Pearson's Ameriprise Financial Experience September 2011 - Present
Job Technical Analyst Lead Web Performance at Ameriprise Financial
Industry Wireless
Experience
Ameriprise Financial September 2011 - Present
Gearworks/Xora December 2006 - September 2011
Gearworks December 2006 - September 2008
Fortress Publishers August 2005 - December 2006
Seren Innovations, Inc January 1999 - August 2005
St. Paul Software December 1997 - January 1999
Skills
Technical Support, Windows, System Administration, Firewalls, Active Directory, Linux, Wireless, Disaster Recovery, SQL, Project Management, Solaris, Security, Microsoft Exchange, Management, Networking, Mobile Devices, Microsoft SQL Server
Education
University of Minnesota-Morris 1993 — 1997
University of Minnesota-Morris 1993 — 1997
BA, Finance, Area of Concentration - Finance
University of Minnesota-Morris
BA, Economics
Ameriprise Financial September 2011 - Present
Gearworks/Xora December 2006 - September 2011
Gearworks December 2006 - September 2008
Fortress Publishers August 2005 - December 2006
Seren Innovations, Inc January 1999 - August 2005
St. Paul Software December 1997 - January 1999
Skills
Technical Support, Windows, System Administration, Firewalls, Active Directory, Linux, Wireless, Disaster Recovery, SQL, Project Management, Solaris, Security, Microsoft Exchange, Management, Networking, Mobile Devices, Microsoft SQL Server
Education
University of Minnesota-Morris 1993 — 1997
University of Minnesota-Morris 1993 — 1997
BA, Finance, Area of Concentration - Finance
University of Minnesota-Morris
BA, Economics
John Na's Ameriprise Financial Experience December 1995 - March 1997
Job
Industry Information Technology and Services
Experience
Pacific Life July 2004 - Present
Buffets, Inc. January 2001 - March 2004
USBank March 1997 - April 2000
Ameriprise Financial December 1995 - March 1997
West Publishing June 1992 - November 1995
Skills
Oracle, SQL, SDLC, Databases, Oracle Applications, Unix, Relational Databases, Business Objects, Data Warehousing, Perl, PL/SQL, Unix Shell Scripting, Oracle Reports, Oracle HR
Education
University of St. Thomas 1994 — 1996
M.S., Software Engineering
University of Minnesota-Morris 1988 — 1992
B.A., Computer Science
Pacific Life July 2004 - Present
Buffets, Inc. January 2001 - March 2004
USBank March 1997 - April 2000
Ameriprise Financial December 1995 - March 1997
West Publishing June 1992 - November 1995
Skills
Oracle, SQL, SDLC, Databases, Oracle Applications, Unix, Relational Databases, Business Objects, Data Warehousing, Perl, PL/SQL, Unix Shell Scripting, Oracle Reports, Oracle HR
Education
University of St. Thomas 1994 — 1996
M.S., Software Engineering
University of Minnesota-Morris 1988 — 1992
B.A., Computer Science
Matthew Heaton, MBA's Ameriprise Financial Experience April 2010 - January 2014
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial April 2010 - January 2014
Ameriprise Financial August 2006 - June 2010
Ameriprise Financial May 2004 - August 2006
American Express Financial Advisors September 1999 - April 2004
Skills
Series 7, Equities, Analysis, Finance, Project Management
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA
University of Minnesota-Twin Cities 1995 — 1999
BA
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial April 2010 - January 2014
Ameriprise Financial August 2006 - June 2010
Ameriprise Financial May 2004 - August 2006
American Express Financial Advisors September 1999 - April 2004
Skills
Series 7, Equities, Analysis, Finance, Project Management
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA
University of Minnesota-Twin Cities 1995 — 1999
BA
Maureen Eichstadt's Ameriprise Financial Experience August 2010 - Present
Job Project Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
Ameriprise Financial January 2006 - July 2010
Ameriprise Financial May 2001 - December 2005
Ameriprise Financial September 1997 - April 2001
Education
University of Minnesota Duluth 1980 — 1984
B.A., Psychology
Ameriprise Financial August 2010 - Present
Ameriprise Financial January 2006 - July 2010
Ameriprise Financial May 2001 - December 2005
Ameriprise Financial September 1997 - April 2001
Education
University of Minnesota Duluth 1980 — 1984
B.A., Psychology
Derek O'Borsky's Ameriprise Financial Experience June 2010 - October 2010
Job Consultant at JSI
Industry Financial Services
Experience
JSI March 2015 - Present
John Staurulakis, Inc. (JSI) March 2013 - March 2015
John Staurulakis, Inc. (JSI) March 2012 - March 2013
John Staurulakis, Inc. (JSI) October 2010 - April 2012
Ameriprise Financial June 2010 - October 2010
Ameriprise Financial October 2007 - October 2009
Skills
Microsoft Office, Accounting, Analysis, Mutual Funds, Consulting, Finance, Strategic Financial..., Financial Modeling, Process Improvement, Financial Analysis, Investments, Microsoft Excel, Series 7, Budgets, Strategic Planning
Education
CFA Institute 2010 — 2010
CFA, Finance
University of Minnesota Duluth 2003 — 2007
Bachelors, Finance and Business Administration
JSI March 2015 - Present
John Staurulakis, Inc. (JSI) March 2013 - March 2015
John Staurulakis, Inc. (JSI) March 2012 - March 2013
John Staurulakis, Inc. (JSI) October 2010 - April 2012
Ameriprise Financial June 2010 - October 2010
Ameriprise Financial October 2007 - October 2009
Skills
Microsoft Office, Accounting, Analysis, Mutual Funds, Consulting, Finance, Strategic Financial..., Financial Modeling, Process Improvement, Financial Analysis, Investments, Microsoft Excel, Series 7, Budgets, Strategic Planning
Education
CFA Institute 2010 — 2010
CFA, Finance
University of Minnesota Duluth 2003 — 2007
Bachelors, Finance and Business Administration
Kristin Goldman's Ameriprise Financial Experience January 2009 - April 2011
Job Forecast and Capacity Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial January 2009 - April 2011
Ameriprise Financial January 2000 - January 2009
Fortress Publishing January 1998 - January 2000
Skills
Process Improvement, Business Process..., Business Analysis, Change Management, Financial Services, Vendor Management, Leadership, Program Management, Microsoft Office
Education
University of St. Thomas 2000 — 2006
MBA, Marketing
University of Minnesota Duluth 1991 — 1996
BBA, Organizational Management
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial January 2009 - April 2011
Ameriprise Financial January 2000 - January 2009
Fortress Publishing January 1998 - January 2000
Skills
Process Improvement, Business Process..., Business Analysis, Change Management, Financial Services, Vendor Management, Leadership, Program Management, Microsoft Office
Education
University of St. Thomas 2000 — 2006
MBA, Marketing
University of Minnesota Duluth 1991 — 1996
BBA, Organizational Management
Mike Kolasinski's Ameriprise Financial Experience August 2006 - February 2011
Job Regulatory Risk and Compliance Manager at TCF Bank
Industry Financial Services
Experience
TCF Bank September 2015 - Present
State Farm Insurance February 2011 - September 2015
Ameriprise Financial August 2006 - February 2011
Wolters Kluwer Financial Services June 2003 - August 2006
Federal Reserve Bank of Minneapolis April 1991 - August 1999
Peace Corps August 1996 - December 1998
Skills
Banking, Financial Risk, Insurance, Financial Analysis, Securities, Accounting, Investment Advisory, Relationship Management, Process Improvement, Strategic Financial...
Education
University of Minnesota Law School 1999 — 2002
J.D., Law
University of Minnesota-Twin Cities 1984 — 1989
B.A., Economics
TCF Bank September 2015 - Present
State Farm Insurance February 2011 - September 2015
Ameriprise Financial August 2006 - February 2011
Wolters Kluwer Financial Services June 2003 - August 2006
Federal Reserve Bank of Minneapolis April 1991 - August 1999
Peace Corps August 1996 - December 1998
Skills
Banking, Financial Risk, Insurance, Financial Analysis, Securities, Accounting, Investment Advisory, Relationship Management, Process Improvement, Strategic Financial...
Education
University of Minnesota Law School 1999 — 2002
J.D., Law
University of Minnesota-Twin Cities 1984 — 1989
B.A., Economics
Michael Pelzel's Ameriprise Financial Experience February 2011 - Present
Job Vice PresidentTax at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2011 - Present
Ameriprise Financial July 2008 - February 2011
Ameriprise Financial August 2005 - July 2008
American Express November 2003 - August 2005
American Express June 2000 - November 2003
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Masters in Business Taxation, Business Taxation
University of Wisconsin-Eau Claire 1995 — 2000
BBA, Accounting
Ameriprise Financial February 2011 - Present
Ameriprise Financial July 2008 - February 2011
Ameriprise Financial August 2005 - July 2008
American Express November 2003 - August 2005
American Express June 2000 - November 2003
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Masters in Business Taxation, Business Taxation
University of Wisconsin-Eau Claire 1995 — 2000
BBA, Accounting
Sarah Klawitter's Ameriprise Financial Experience December 2011 - Present
Job Fraud Investigator at Ameriprise Financial
Industry Banking
Experience
Ameriprise Financial December 2011 - Present
Pearson VUE August 2008 - December 2011
Macy's January 2006 - May 2008
Macy's/Marshall Field's February 2005 - January 2006
Education
University of Minnesota-Duluth 1997 — 2001
Bachelor of Arts (BA), Criminology/Sociology
Ameriprise Financial December 2011 - Present
Pearson VUE August 2008 - December 2011
Macy's January 2006 - May 2008
Macy's/Marshall Field's February 2005 - January 2006
Education
University of Minnesota-Duluth 1997 — 2001
Bachelor of Arts (BA), Criminology/Sociology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.