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
Ameriprise Financial October 2007 - August 2014
Ameriprise Financial January 2001 - October 2007
Ameriprise Financial January 1996 - January 2001
Skills
Financial Services, Marketing, Segmentation, Process Improvement, Investments, Vendor Management, Insurance, Analytics, Strategic Planning, Management, Analysis, Relationship Management, Marketing Strategy, Competitive Analysis, Strategy, CRM
Education
University of Minnesota-Twin Cities
Columbia Management January 2014 - Present
MFS Investment Management January 2013 - Present
Bio Dynamics LLC January 2011 - January 2013
Attivio November 2011 - January 2012
Verizon November 2009 - June 2010
Ameriprise Financial September 2002 - December 2009
Deutsche Asset Management (Scudder) 2001 - 2002
Putnam Investments 1995 - 2001
GTE labs March 1995 - October 1995
Time Warner Communication 1994 - 1995
Skills
Data Warehousing, Business Analysis, Data Analysis, Business Intelligence, Requirements Analysis, Business Relationship..., Data Modeling
Education
University of Minnesota-Twin Cities 1980 — 1987
BA, Compute Sience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - September 2014
Ameriprise Financial January 2011 - May 2013
Ameriprise Financial 2010 - January 2011
Ameriprise Financial June 2003 - January 2010
Ameriprise Financial 2001 - 2003
Quantobe 2000 - 2001
Alto Consulting 1998 - 2001
Skills
Business Systems..., Process Improvement, Workflow Management, Succession Planning, Training & Development, Client Relations, Strategic Planning, Business Planning, Small Business, Financial Planning, Project Management, Project Planning, Focus Groups, Customer Experience, Cost Model Development
Education
University of Minnesota-Twin Cities 1990 — 1995
BA, Jewish Studies
University of Minnesota-Twin Cities 1989 — 1995
Bachelor's degree, Jewish/Judaic Studies
Ameriprise Financial November 2009 - Present
Skills
Financial Services, Financial Analysis, Wealth Management, Investments, Leadership, Mutual Funds, Business Analysis
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities
Master of Business Administration (MBA), Finance, General
SagePoint Financial April 2010 - Present
Ameriprise Financial October 2006 - April 2010
Maynards Restaurant May 2000 - December 2006
Skills
Retirement Planning, Financial Planning, Investment Strategies, Wealth Accumulation, Asset Protection, Mutual Funds, Series 7, Series 66, Retirement Income..., Investments, Insurance, Investment Advisory, Portfolio Management, Disability Insurance, Asset Management, Asset Allocation, Charitable Giving, Word, Microsoft Office, IRA's, Financial Advisory, Roth IRA, Customer Relations, Customer Service, 401k, Long Term Care, Retirement, Estate Planning, Annuities, Wealth Management, Strategic Financial..., IRAs, Long-term Care, Uniform Combined State..., FINRA, Fixed Annuities, Finance, Financial Services
Education
University of Minnesota-Twin Cities 1999 — 2003
Pelican Rapids High School 1994 — 1999
Best Buy July 2014 - Present
inContact September 2012 - July 2014
UST Global November 2011 - September 2012
Xcel Energy June 2011 - November 2011
Ameriprise Financial Services, Inc. October 2008 - June 2011
Ameriprise Financial October 2007 - October 2008
American Express January 2004 - October 2007
American Express September 2000 - January 2004
Maple Lakes Condo Association 2002 - 2004
Skills
Financial Management, Operations Management, Service Management, Change Management, Resource Management, Service Delivery, Organizational Change, Client Relationship..., Managerial Finance, CRM, Management, ITIL, IT Service Management, Process Improvement, Leadership, Outsourcing, Project Delivery, Enterprise Software, IT Operations, Program Management, Strategy, Vendor Management, Disaster Recovery, Business Process..., IT Management, Integration, Cloud Computing, Business Analysis, SDLC
Education
University of Minnesota-Twin Cities 1993 — 1995
Spanish and Portuguese
Alerus Financial January 2008 - Present
Jon Alexander Furniture Designs 1994 - 2015
Ameriprise Financial 2006 - 2008
Brookdale Collision Center January 1990 - June 1994
Coldwell Banker Commercial 1989 - 1990
St. Paul Department of Planning and Economic Development 1988 - 1989
Skills
Investments, Customer Service, Sales Management, Strategic Planning, Budgets, Marketing Strategy, Sales, Insurance, Negotiation, Team Building, Marketing Communications, Event Planning, Business Analysis
Education
University of Minnesota-Twin Cities 1983 — 1988
B.Sc, Economics, Urban Studies
BOMI Institute 2012 — 2013
Property Administrator
Jefferson High School
Lincoln High
Columbia Management April 2011 - October 2014
Ameriprise Financial October 2010 - April 2011
Ameriprise Financial March 2009 - October 2010
Education
University of Minnesota-Twin Cities 2006 — 2008
Bachelor of Science, Economics
Ameriprise Financial December 2006 - Present
Skills
Actuarial Science, Financial Analysis, Financial Modeling, Fixed Annuities, Insurance, Investments, Valuation
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Science (B.S.), Mathematics
University of Minnesota-Twin Cities 2001 — 2005
Minor, Statistics
RCIS: Rural Community Insurance Services June 2014 - Present
Apex Systems December 2013 - June 2014
Three Bridge July 2013 - December 2013
Best Buy January 2012 - July 2013
US Bank October 2010 - January 2012
Xcel Energy June 2010 - October 2010
Wells Fargo January 2010 - June 2010
Deluxe Corporation September 2008 - December 2009
Target January 2007 - September 2008
Ameriprise Financial March 2003 - January 2007
Skills
Forecasting, Vendor Management, Work Allocation, Change Management, Financial Analysis, Financial Reporting, Financial Modeling, Time Management, Invoice Processing, SharePoint Designer, Microsoft Excel, Accruals, Access, Oracle Project..., Month End Close, Asset Managment, Capital Budgeting, Cross-functional Team..., Queries, Gap Analysis, Process Improvement, Agile & Waterfall..., Internal Audit, Quality Assurance, Training, Public Speaking, Onboarding, Pivot Tables, Document Management, Budgets, Software Documentation, Leadership, PMO, Project Management, Management, SharePoint, Resource Management, E-commerce, Consulting, SDLC, Visio, Project Portfolio..., Portfolio Management, Finance, Business Process...
Education
University of St. Thomas 2015 — 2015
N/A, Yellow Belt Six Sigma
University of St. Thomas 2014 — 2014
Certified Professional Project Manager
University of Phoenix 2008 — 2011
Bachelor of Science (BS), Business - Focus on Finance, 3.89GPA
University of Minnesota-Twin Cities 1993 — 1995
Business Management
Project Consulting Group March 2012 - Present
Ameriprise Financial 2007 - 2010
Skills
SDLC, Business Requirements, Business Analysis, Visio, Vendor Management, Requirements Analysis, Process Improvement, Requirements Gathering, SharePoint, Business Process..., Resource Management, Business Process, Software Documentation, Business Intelligence, Project Portfolio...
Education
University of Minnesota-Twin Cities 1989 — 1993
IDIM, Criminal Justice
US Bank, Charitable Services Group August 2014 - Present
Kristy Duggan Photography January 1999 - Present
Bremer Bank October 2008 - June 2014
Ameriprise Financial January 2000 - May 2004
Skills
Studio Photography, On Location Photography, Photoshop, Photography, Advertising, Customer Relations, Small Business, Microsoft Office, Graphic Design, Social Media Marketing, Loans, Real Estate, PowerPoint, Non-profits, Microsoft Excel, Asset Managment, Training, Microsoft Word, Investments, Marketing Strategy, Customer Service, Project Management, Portfolio Management, Event Planning, Social Media, Nonprofits, CRM, Banking, Credit
Education
University of Minnesota-Twin Cities 1990 — 1994
B.S, Natural Resources
YK5 Consulting August 2006 - Present
Minnesota Secretary of State November 2009 - March 2015
CHS August 2009 - November 2009
Minnesota Secretary of State August 2008 - June 2009
Thrivent Financial April 2008 - August 2008
Ameriprise Financial August 2006 - March 2008
Minnesota Secretary of State April 2003 - August 2006
Minnesota Office of the Secretary of State (via Sufficient Systems) May 2002 - March 2003
California Office of the Secretary of State (via Sufficient Systems) October 2001 - May 2002
Minnesota Office of the Secretary of State (via Sufficient Systems) August 2000 - October 2001
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Process Improvement, Business Requirements, Testing, Software Documentation, Leadership, Visio, SharePoint, Data Analysis, Project Planning, Software Project..., Business Process, Business Intelligence, Vendor Management, Quality Center, Business Process..., SQL
Education
University of Minnesota-Twin Cities 1993 — 1998
BS, Chemical Engineering
Budapest University of Technology and Economics 1996 — 1997
Ameriprise Financial November 2014 - Present
Ameriprise Financial March 2011 - November 2014
Carlson Marketing May 2004 - September 2010
Carlson Marketing May 2002 - March 2004
Carlson Marketing August 1999 - May 2002
Jostens July 1998 - July 1999
US Bank July 1997 - July 1998
Skills
Direct Marketing, Marketing Strategy, Marketing, Integrated Marketing, CRM, Email Marketing, Management, Strategy, Program Management, Strategic Planning, Social Media, Employee Recognition, Event Planning, Corporate Events, Loyalty Marketing, Social Media Marketing, Events Coordination, Sales
Education
University of Minnesota-Twin Cities 1990 — 1995
BA, Jounalism, Advertising
Kalcon LLC August 2014 - Present
Bill's Gun Shop and Range January 2013 - Present
Bill's Gun Shop and Range May 2014 - July 2014
University of Minnesota Athletic Facilities January 2009 - May 2012
Implex January 2011 - July 2011
Aramark March 2009 - May 2010
Ameriprise Financial April 2008 - May 2009
Skills
Time Management, Organization, Social Media, Social Media Marketing, Microsoft Office, Customer Service, Public Speaking, Digital Marketing, Online Advertising, Event Planning, Microsoft Excel with VBA, Marketing, Leadership, Nonprofits, PowerPoint, Management, Facebook
Education
University of Minnesota-Twin Cities 2008 — 2012
BS, Ag. Food Business Management
Ameriprise Financial June 2010 - Present
Thrivent Financial 2008 - 2009
Ameriprise Financial 2005 - 2007
American Express Financial Advisors (now Ameriprise) 2002 - 2005
American Express Financial Advisors (now Ameriprise) 2000 - 2002
National Car Rental 1998 - 2000
National Car Rental 1995 - 1998
Skills
Relationship Management, Process Improvement, Project Management, Business Analysis
Education
University of Minnesota-Twin Cities
BA, Speech Communication
Federal Reserve Bank of Minneapolis January 2012 - Present
Federal Reserve Bank of Minneapolis December 2009 - January 2012
Ameriprise Financial Services 2005 - May 2009
Ameriprise Financial 2002 - 2005
Ameriprise Financial Advisors 2000 - 2002
Skills
Project Management, Software Development..., Software Development..., Technology Project..., Relationship Management, Program Management, Business Requirements, Reporting and Metrics, Strategic Communications, Business Process..., Marketing, Recruiting, Metrics, SDLC, Strategy, Leadership, Cross-functional Team..., Management
Education
Lee Hecht Harrison 2009 — 2009
University of Minnesota-Twin Cities
Liberal Arts, Speech-Communications
U.S. Bank January 2010 - Present
Dango Communications August 2009 - August 2011
Ameriprise Financial August 2006 - August 2009
Ameriprise Financial Services, Inc. August 2004 - August 2006
Mackenzie Marketing April 2000 - August 2004
Skills
Communication Training, Account Management, Employee Engagement, Marketing Communications, Employee Training, Training, Video Production, Strategic Communications, Management, Advertising, Corporate Communications, Strategy, Project Management, Series 7, Public Speaking, Retirement Planning, Project Planning, Marketing, Product Development, Retirement, Leadership, Internal Communications, Speech Writing, Series 24, Financial Services, Mutual Funds, Wealth Management, Series 63, FINRA, Relationship Management, Securities, Asset Allocation
Education
Highland Park
Highland Park
University of Minnesota-Twin Cities
MA, Journalism
Carlson Family Foundation October 2012 - Present
Ameriprise Financial November 2007 - November 2012
Corporate Volunteerism Council - Twin Cities November 2006 - February 2012
ADC 2006 - 2007
The Toro Company 2005 - 2006
Girl Scout Council of St. Croix Valley 2004 - 2005
Ewald Consulting 2002 - 2004
Skills
Community Engagement, Strategic Communications, Strategic Planning, Volunteer Management, Thought Leadership, Building Relationships, Corporate Social..., Corporate Citizenship, Philanthropy, Public Relations, Fundraising, Community Outreach, Leadership, Community Development, Nonprofits, Program Management, Event Planning, Grants, Management, Press Releases
Education
University of Minnesota - Humphrey School of Public Affairs 2005 — 2007
Master of Public Policy (MPP), nonprofit management, global policy, philanthropy
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts (BA), journalism (strategic communication), English literature
Ameriprise Financial January 2010 - July 2015
Ameriprise Financial Services, Inc. 2000 - 2010
Ameriprise Financial 1997 - 2000
Ameriprise Financial Services, Inc. 1983 - 1997
Control Data Corporation 1979 - 1983
Skills
FINRA, Series 7, Process Improvement, Series 63, Financial Services, Series 24, Leadership Development, Business Excellence, Series 65, Trusted Business Partner, Relationship Management, Leadership, Risk Management, Banking, Executive Management, Financial Planners, Values-based Leadership, Wealth Management..., Change Management, Internal Communications, Crisis Communications, Human Resources, Employee Engagement, Customer Service, Customer Service..., Management
Education
University of Minnesota-Twin Cities 1978 — 1981
Masters, Industrial Relations
University of Minnesota-Twin Cities 1972 — 1976
BA, English/Political Science
Fidelity Investments October 2013 - Present
Columbia Management May 2010 - October 2013
Ameriprise Financial August 2007 - October 2013
RiverSource Investments August 2007 - May 2010
KMSP August 2005 - August 2007
WFSB February 2004 - July 2005
WFTV 2000 - 2004
KGW January 1998 - February 2000
KMSP-TV 1996 - 1998
Radio K 1991 - 1995
Skills
Strategic Communications, Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Press Releases, Copywriting, Editing, Speech Writing, AP Style, Communications Planning, Journalism, Broadcast, Video Production, Publicity, Storytelling, News Writing, Copy Editing, Reputation Management, Broadcast Journalism, Web Content, Content Strategy, New Media, Newsletters, Content Development, Communication Training
Education
University of Minnesota-Twin Cities 1989 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
Hill-Murray 1985 — 1989
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - July 2013
Ameriprise Financial August 2006 - March 2012
Ameriprise Financial Services, Inc. August 2004 - August 2006
American Express Financial Advisors October 2002 - August 2004
American Express Financial Advisors March 1999 - October 2002
American Express Financial Advisors October 1998 - March 1999
American Express Financial Advisors March 1998 - October 1998
Education
University of Minnesota-Twin Cities 1991 — 1995
Cultural Studies, English, History of Science
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
US Bank March 2011 - Present
Ameriprise Financial March 2010 - March 2011
RBC Wealth Managment September 2009 - December 2009
RBC Correspondent Services February 2006 - November 2008
RBC Wealth Management February 2003 - February 2006
Piper Jaffray September 1998 - November 2002
Skills
Wealth Management, Mutual Funds, Equities, Investments, Portfolio Management, Strategy, Fixed Income
Education
University of Minnesota-Twin Cities
B.S., Business
. President403
PenServ Plan Services, LLC April 2008 - October 2008
Ameriprise Financial July 1995 - April 2008
Ameriprise Financial Services, Inc. 1995 - 2008
Skills
Retirement Planning, IRAs, Vendor Management, Retirement, Mutual Funds, 401k, Securities, Fixed Annuities, Investments, Due Diligence
Education
University of Minnesota-Twin Cities 1991 — 1995
Deloitte & Touche February 2010 - Present
US Department of Defense January 2009 - July 2010
Capital Strata S.A. 2008 - February 2010
BT Global Services June 2006 - June 2008
Ameriprise Financial 2006 - 2007
SynData 2000 - 2001
Orbis Internet Services, Inc. 1996 - 1998
Computer Chrome / Sight Creative 1995 - 1996
Minnesota Public Radio 1992 - 1994
Concordia Language Villages 1979 - 1989
Education
University of Minnesota-Twin Cities 1981 — 1983
University of Wisconsin-Madison 1976 — 1979
BS Ed.
Lincoln Financial Advisors October 2012 - Present
Thompson Financial Group September 2010 - October 2012
Derse Morgen August 2005 - September 2010
Ameriprise Financial December 1992 - September 2003
Skills
Comprehensive Financial..., Financial Services, Mutual Funds, Financial Planning, Financial Advisory, Investments, Wealth, Retirement Planning, Wealth Management
Education
University of Minnesota-Twin Cities 1980 — 1984
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial October 2008 - October 2011
Ameriprise Financial June 2007 - October 2008
Ameriprise Financial September 2004 - June 2007
Ameriprise Financial Services, Inc. September 2002 - September 2004
Ameriprise Financial Services, Inc. April 1998 - September 2002
Ameriprise Financial Services, Inc. March 1997 - April 1998
Ameriprise Financial Services, Inc. June 1995 - March 1997
Skills
Business Analysis, Process Improvement, Project Management, Cross-functional Team..., Risk Management, MS Project, Leadership, Management, PeopleSoft, Upgrades, Mergers, Acquisition Integration, Mergers & Acquisitions, New Product..., Actuarial Exams, Project Portfolio..., Preparation of Business..., Talent Management, Microsoft Project
Education
University of Minnesota-Twin Cities 1991 — 1995
Bachelor of Mathematics, Actuarial Science
Cray Research April 2015 - Present
Minnesota Change Management Network April 2015 - Present
Minnesota Change Management Network January 2014 - May 2015
The Cady Group September 2012 - March 2015
Minnesota Religious Coalition for Reproductive Choice June 2012 - October 2013
Ameriprise Financial September 2010 - April 2012
Ameriprise Financial July 2007 - September 2009
Ameriprise Financial September 2002 - July 2007
Skills
Training Delivery, Instructional Design, Change Management, Recruiting, Strategic Planning, Needs Analysis, Communications Planning, Coaching, Leadership Development, Employee Training, Onboarding, Employee Engagement, Program Management, Organizational..., Management, Workshop Facilitation, Performance Management, Leadership, Project Management, Internal Communications, Training, Team Building, Organizational..., Interviews, Public Speaking, Process Improvement, Executive Coaching, Human Resources, Culture Change, Succession Planning, Organizational Design, Creative Writing, E-learning Modules
Education
Bowling Green State University 2011 — 2013
Masters of Organization Development, Organizational Development
University of Minnesota-Twin Cities 1989 — 2010
Bachelor of Arts, Theatre Arts
Ameriprise Financial September 1987 - Present
Ameriprise Financial Advisors 1987 - September 2010
Ameriprise 2004 - 2007
Wells Fargo 1995 - 1997
Skills
Retirement Planning, 401k, Retirement, Financial Advisory, Leadership, Business Planning, Sales
Education
University of Minnesota-Twin Cities 1985 — 1990
Medtronic August 2007 - Present
Lawson Software March 2004 - May 2007
Green Tree Servicing September 2003 - March 2004
Medtronic October 2002 - July 2003
Ameriprise Financial May 1992 - May 2002
Education
University of Minnesota-Twin Cities 2002 — 2003
Administrative Certificate
St. Paul Technical Vocational College 1978 — 1979
Medical Secretary
Lindquist & Vennum May 2011 - Present
Accelerated Practice Concepts June 2011 - April 2012
Ramsey County Board of Commissioners February 2010 - June 2011
University of Minnesota April 2009 - October 2009
Ameriprise Financial January 2007 - April 2009
Japs-Olson Company March 2007 - March 2009
Hennepin Technical College February 2003 - January 2007
3M October 2000 - February 2003
Minnesota State Lottery December 1993 - October 2000
Skills
Adobe Acrobat, PowerPoint, Microsoft Excel, Project Coordination, Dreamweaver, Visio, Photoshop, InDesign, Access, Spreadsheets, Databases, Constant Contact, Calendaring, Notary Public, Expense Management, XHTML, Digital Photography, Survey Monkey, Scanners, PeopleSoft, GroupWise, LotusNotes,..., Event Coordination, Fundraising, Microsoft Word, Travel Arrangements, Editing, Marketing Communications, Social Media, Marketing, Mac, Leadership, Management, Outlook, Budgets, Administrative...
Education
University of Minnesota-Twin Cities 1997 — 2010
B.S., Design Communications
Winona State University
AS & AA, Associate in the Science Executive Secretarial & a General Ed. Degree
Ameriprise Financial 2009 - Present
Allianz September 2001 - August 2008
Allianz 2001 - 2004
Skills
Insurance, Fixed Annuities, Life Insurance, Mutual Funds, Long-term Care, Retirement, Term Life Insurance, Disability Insurance, Wealth Management, Health Insurance, Employee Benefits, Financial Services, Universal Life, Succession Planning, Long Term Care Insurance, Strategic Financial..., Estate Planning, 401k, Financial Advisory, Training, Leadership, Sales, Financial Planners, Financial Planning
Education
University of Minnesota-Twin Cities
B.S.
University of Saint Thomas
Masters
Computer Science Corporation May 2013 - Present
GDSI, Inc. May 2009 - Present
Optum 2015 - 2015
Optum 2015 - 2015
Optum 2015 - 2015
Pareo, Inc. August 2010 - May 2013
Ameriprise Financial August 2005 - December 2007
American Express January 2002 - July 2005
American Express Financial Advisors 1999 - 2002
Boffin Limited January 1998 - June 1999
Skills
IT Strategy, Enterprise Architecture, Business Architecture, Program Management, COBIT 4.x, Vendor Management, Strategic Planning, SDLC, Architecture, Data Warehousing, Business Transformation, Governance, Project Management, Business Intelligence, Cross-functional Team..., ITIL, Collaborative Problem..., IT Risk Management, SOX Compliancy, GLBA, HIPAA, TOGAF 9.1 Certified..., Process Improvement, PMO, IT Management, Project Planning, Leadership, Integration, CRM, Cloud Computing, Outsourcing, Business Analysis, Enterprise Software, Management, Strategy, Consulting, Business Process..., Project Portfolio...
Education
University of Minnesota Graduate School 1993 — 1995
Progress toward MSEE, Systems Integration, 3.89
University of Minnesota-Twin Cities 1984 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering, 3.89
North Dakota State College of Science 1985 — 1986
ASEE, Electronics, 4.0
Indigo Consulting 2003 - Present
Best Buy October 2007 - October 2008
Best Buy Corporation 2004 - October 2008
Ameriprise Financial 2007 - 2008
Carmichael Lynch Advertising 2002 - 2003
Javelin Solutions, now Perficient 1999 - 2001
EMI-Capitol Music 1996 - 1999
National Basketball Association 1991 - 1995
Bozell Jacobs Advertising March 1989 - October 1990
Education
University of Minnesota-Twin Cities
Allianz Life July 2009 - Present
Ameriprise Financial July 2007 - February 2009
Ameriprise Financial September 2003 - July 2007
American Express Financial Advisors January 1997 - August 2003
American Express Financial Advisors 1994 - 1997
Skills
Project Management, Marketing Communications, Leadership, Strategy, Program Management, Strategic Planning, Strategic Communications, Team Building, Coaching, Management, Internal Communications, Budgets, Public Speaking, Customer Experience, Marketing Strategy
Education
University of Minnesota-Twin Cities 1986 — 1990
MBA, Strategic Management
University of Minnesota-Twin Cities 1977 — 1981
Bachelor of Science - Business, Marketing, General Management
SBG, Inc. September 2009 - Present
Ameriprise Financial January 2007 - June 2009
Various Companies 2006 - December 2006
Capital Professional Advisors, Inc. / Cap Pro Insurance Agency Services, Inc. July 2000 - October 2005
Prudential Financial 1995 - 2000
Management Compensation Group (Phýnque, Inc.) 1989 - 1995
Skills
Building Organizational..., Organizational..., Strategic Planning, Operations Management, Project Management, Business Systems..., Underwriting, Life Insurance, Disability Insurance, Long Term Care Insurance, Product Management, Licensing, Business Workflows, Business Development, Cross-functional Team..., Training & Development, Customer Engagement, Process Improvement..., Rapid Growth, Strategic Consulting, Insurance Software, Business Partner Support, Vendor Relationship..., Compliance Management, Program Development, Budgeting, Cost Benefit, Competitive Analysis
Education
University of Minnesota-Twin Cities
Bachelor’s Degree
University of Pennsylvania - The Wharton School
Surescripts LLC February 2014 - Present
MEDITECH/LSS Data Systems July 2010 - February 2014
Ameriprise Financial July 2009 - June 2010
United States Army March 2004 - March 2010
Skills
Customer Service, Marketing, Account Management, Sales, EHR, Healthcare Information..., Strategic Planning, Public Speaking, Interoperability, HL7, Healthcare, Business Analysis, HIPAA, Direct Sales
Education
University of Minnesota-Twin Cities
BA, Communications/Management
LPL Financial October 2014 - Present
Ameriprise Financial November 2010 - October 2014
RiverSource Distributors June 2007 - November 2010
Novastar Mortgage July 2006 - May 2007
Ameriquest Mortgage September 2004 - July 2006
Allianz Life Insurance Company January 1999 - September 2004
Access To Employment Too, Inc. September 1997 - January 1999
Skills
Leadership Development, Talent Management, Performance Management, Strategic Planning, Organizational..., Organizational..., Coaching, Leadership, Career Development, Workforce Planning, Series 7, Onboarding, Talent Acquisition, Succession Planning, Executive Coaching, Performance Consulting, Instructional Design, Recruiting, Workshop Facilitation, Sales Management, Team Building, Personnel Management, Employee Training, Performance Improvement, Instructor-led Training, Change Management, Program Management, Needs Analysis, Management, Employee Engagement, Training Facilitation, ADDIE, Human Resources, Training Delivery, Large Group Facilitation, Assessment Tools, Talent Assessment, Performance Measurement, Human Capital Strategy, Sales Process, Customer Satisfaction, Series 24, Organizational Learning, Career Development..., Competency Based..., Sales Operations, Business Development, New Business Development, Training, Strategy
Education
St. Mary's University of Minnesota 2013 — 2015
Master of Arts (MA), Human Resources Management and Services
University of Minnesota - Morris 1996 — 1997
BA, Human Services
Arcadia High School 1988 — 1992
High School, General
Merion Capital Group April 2015 - Present
Ameriprise Financial January 2008 - 2015
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2003 - January 2007
American Express Financial January 2000 - January 2004
Skills
Structured Products, Alternative Investments, Fixed Income, Equities, Portfolio Management, Finance, Financial Services, Series 63, Trading, Microsoft Excel, Banking, Investments, Wealth Management, Sales, Bonds, Mutual Funds, Financial Analysis, Strategic Planning, Securities, Business Analysis, Bloomberg, Marketing, Series 7
Education
St. Thomas University - St 2003 — 2006
MBA program, International Business/Trade/Commerce
University of Minnesota 1995 — 1999
B.A, Speech Communication
University of Minnesota-Twin Cities 1995 — 1999
Communications, Marketing, Mass communication, Spanish
Actively Seeking New Opportunities March 2015 - Present
RimRock Marketing, LLC October 2014 - Present
UnitedHealth Group June 2011 - October 2014
Boston Scientific, Inc. - Cardiac Rythm Management (CRM) November 2006 - May 2010
JohnsonMartorelli, LLC October 2002 - November 2006
Ameriprise Financial December 1993 - October 2002
Skills
Product Marketing, Product Launch, Cross-functional Team..., Marketing Strategy, Marketing, Strategy, Training, Marketing Management, Market Research, Integrated Marketing, Product Management, Leadership, Brand Development, Product Development, Sales Operations, Strategic Planning, Management, Territory Management, CRM, Market Planning, Project Management, Market Development, Competitive Analysis, Web Marketing, Advertising, New Business Development, Medical Devices, Sales, B2B, Sales Force Development, Entrepreneurship, Positioning, Healthcare, Brand Management, Lead Generation, Marketing Communications, Social Media, Email Marketing, Solution Marketing, Content Marketing, Online Marketing, Sales Management
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Education
University of Saint Thomas - School of Business
MBA, Marketing
University of Saint Thomas - School of Business
Mini-Masters Certificate, Medical Device Technology Management, Completed
Target January 2011 - Present
MARCOMM Inc. October 2008 - January 2011
Ameriprise Financial July 2005 - October 2008
Skills
Budgets, Creative Direction, Integrated Marketing, Interactive Marketing, Leadership, Management, Marketing, Marketing Communications, Project Management, Advertising, Social Media, Email Marketing, Project Planning, Social Media Marketing
Education
University of Minnesota-Twin Cities 1997 — 2001
BA, Journalism
University of Minnesota-Twin Cities 1997 — 2001
Bachelor's degree, Journalism
RBC September 2014 - Present
U.S. Bank March 2014 - September 2014
Ameriprise Financial July 2008 - March 2014
Kohls 2007 - 2008
Target October 2003 - June 2007
Skills
Mutual Funds, Series 63, Finance, Leadership, Insurance, Financial Analysis, Asset Management, Asset Allocation, Microsoft Office, Series 7, Investments, Investment Advisory, Wealth Management, Equities, Strategic Financial...
Education
University of Minnesota-Twin Cities 2002 — 2005
BA, History
Rustic River Jewelry October 2009 - Present
Rustic River Trading Company April 2005 - October 2014
Ameriprise Financial February 2005 - January 2008
American Express Financial Advisors February 2002 - February 2005
American Express Financial Advisors November 1998 - February 2002
Skills
Project Management, Budgets, Strategy, Management, Strategic Planning, Marketing Strategy, Training, Marketing, Cross-functional Team..., Leadership
Education
University of Minnesota-Twin Cities 1993 — 1996
Urban Forest Management, Science, Business
SAS March 2014 - Present
UnitedHealth Group February 2007 - March 2014
Ameriprise Financial 2006 - 2008
Northwest Airlines 1997 - 2000
Northwest Airlines 1997 - 2000
Skills
Call Center, Process Improvement, Customer Experience, Workforce Management, Strategic Planning, Business Intelligence, Call Centers, Team Building, Leadership Development, Business Analysis, Management, Business Process, Team Management, Coaching, Operational Excellence, Strategy, Service Delivery, Vendor Management, Leadership, Program Management, Business Process...
Education
University of Minnesota-Twin Cities 1992 — 1996
BA - Anthropolgy, Anthropolgy, Archaeology, Classics
Ameriprise Financial Services, Inc. April 2013 - January 2014
The Rein Group June 2012 - April 2013
Wells Fargo Advisors July 2011 - February 2012
Seth Orion Tech September 2010 - August 2011
Ameriprise Financial March 2010 - June 2011
Hartford Life July 2007 - March 2010
University of Minnesota Foundation January 2007 - May 2007
Bath & Body Works May 2004 - September 2006
Skills
Series 7, Series 6, Series 63, Licensed Life & Health..., Retirement Planning, Insurance, Strategic Financial..., Marketing, Customer Service, Public Speaking, Leadership, Event Planning, Fundraising, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Social Media, Wealth Management, Strategic Planning, Financial Planners, Leadership Development, Financial Services, Investments
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Individualized Studies, English, Communications, Family Social Science
Quantum Executive Search November 2011 - Present
Korn Ferry International March 2006 - July 2008
Ameriprise Financial 2003 - 2006
North Memorial Health Care 1993 - 1998
Skills
Succession Planning, Executive Search, Onboarding, Team Leadership, Training, Negotiation, Sales, Recruiting, Talent Acquisition, Talent Management, Financial Services, Strategic Planning, Employee Engagement, Technical Recruiting, Performance Management, Business Development, Process Improvement, Leadership, Start-ups, Cross-functional Team..., Leadership Development, Management, Organizational..., Strategy, Sourcing, Human Resources, Management Consulting, Coaching, Team Building, Internet Recruiting, Applicant Tracking..., Executive Management, Healthcare, Consulting, Vendor Management, CRM, Account Management, Change Management, Program Management, New Business Development, Executive Coaching, Workforce Planning, Employee Relations, Networking
Education
University of Minnesota-Twin Cities
B.A., Speech Communication
Law Office of Katherine MacKinnon July 2012 - Present
Law Office of Sarah J Demers, LLC October 2011 - July 2012
University of St. Thomas School of Law September 2008 - May 2011
Dunlap & Ritts June 2009 - March 2010
Ameriprise Financial December 2007 - August 2009
Indian Child Welfare Act Law Center 2008 - 2008
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Mediation, Family Law, Civil Litigation, Estate Planning, Criminal Law, Legal Assistance, Legal Issues, Research, Courts, Public Speaking, Alternative Dispute...
Education
University of Saint Thomas School of Law 2008 — 2011
JD, Law
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial May 2010 - March 2014
MN State Senate 2004 - 2004
Skills
Financial Services, Fixed Annuities, Leadership, Risk Management, Policy, Series 24, Financial Risk, Disability Insurance, Series 7, Process Improvement, Business Process..., Strategy, Retirement Planning, Series 63, Insurance
Education
University of Minnesota-Twin Cities 2000 — 2004
BA, Political Science
Deluxe Corporation August 2012 - Present
Ameriprise Financial November 2007 - November 2011
UBS 2003 - 2007
Zak Capital 1997 - 2000
Investment Advisors Inc 1996 - 1997
Skills
Financial Planning, Retirement Income..., Personal Finance, Investment Selection, Comprehensive Wealth..., eComerce, UAT Coordination, QA, Agile Methodologies
Education
University of Minnesota-Twin Cities
BA, History
University of Rochester
BA, Major Economics, Minor Japanese
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance and Corporate Accounting
US Bank, RIA Custody Services May 2012 - Present
Financial Women San Francisco 2012 - Present
Business Women Networking (BWN), Twin Cities, MN January 2011 - Present
Tealwood Asset Management October 2010 - December 2011
Ameriprise Financial July 2007 - January 2009
Ameriprise Financial July 1997 - July 2007
TCF Bank April 1993 - July 1997
TCF Bank August 1984 - April 1993
Skills
Asset Management, Financial Services, Banking, Business Development, Trading, Financial Advisory, CRM, Private Banking, Equities, Investment Management, Investment Advisory, Financial Modeling, Series 63, Business Excellence, Bonds, Asset Managment, Business Strategy, Strategy, Retirement, Fixed Annuities, Trusted Business Partner, Hedge Funds, Fixed Income, Financial Analysis
Education
University of Minnesota-Twin Cities
AXA Advisors, LLC January 2012 - Present
ECHOtrade LLC May 2011 - January 2012
Ameriprise Financial October 2008 - March 2009
Ameriprise Financial August 2006 - October 2008
Skills
Investments, Insurance, Options, Trading, Retirement Planning
Education
University of Minnesota-Twin Cities 2010 — 2012
Political Science
Thomas Jefferson High School 2002 — 2004
Brooklyn Center High School 2001 — 2002
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial June 2006 - May 2014
University of Minnesota September 2001 - April 2007
Skills
marketing analytics, Predictive Analytics, SAS, Customer Segmentation..., Segmentation, Analytics, Communication, Marketing Strategy, Financial Services, Data Analysis, Financial Modeling, Marketing Analytics, Statistics, Econometrics, Strategic Planning, Agriculture, Business Analysis, Economics, Business Analytics, Analysis, Market Analysis, Data Mining, Marketing Research, Quantitative Analytics, Predictive Modeling
Education
University of Minnesota-Twin Cities 2001 — 2007
Ph.D. & M.S., Applied Economics
Source, LLC May 2012 - Present
TransAmerica Retirement Management March 2011 - February 2012
Northwestern Mutual September 2010 - March 2011
Ameriprise Financial April 2008 - March 2009
Ameriprise Financial January 1998 - April 2008
Skills
Talent Acquisition, Recruiting, College Recruiting, Leadership Development, Talent Management, Marketing Strategy, Executive Search, Change Management, Workforce Planning, Budgets, Public Speaking, Customer Acquisition, Management, CRM, Strategic Planning, Process Improvement, Program Management, Team Building, New Business Development, Account Management, Leadership, Business Development, Vendor Management, Sales, Strategy, Mergers & Acquisitions, Training, Finance, Sales Operations, Networking, Employee Benefits, Financial Services, Time Management, Marketing, Cross-functional Team..., Mentoring, Coaching, Relationship Building, Project Management, Financial Planning, B2B, Relationship Management, Strategic Thinking, Insurance, Business Strategy
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree
Fillmore Central High School 1985 — 1995
Ameriprise Financial February 2010 - Present
Ameriprise Financial May 2008 - May 2010
Star Tribune April 2006 - July 2007
Star Tribune May 2002 - April 2006
Star Tribune April 2000 - May 2002
Star Tribune June 1997 - April 2000
Best Buy April 1996 - May 1997
Skills
Interactive Marketing, Online Marketing, Content Strategy, Web Content Management, Email Marketing, Marketing, Web Content, B2B Marketing, B2B, Digital Strategy, Advertising, User Experience, Sales, SEO, Digital Marketing, Collateral, Web Project Management, Interactive Advertising, Content Management, Mobile Content, Email, Building Relationships, Relationship Management, Vendor Relationships, Marketing Communications, CRM, Direct Marketing, Marketing Strategy, Online Advertising
Education
University of St. Thomas - Opus College of Business 2008 — 2008
Mini-Master of Business Communication
University of Minnesota-Twin Cities 1990 — 1994
Bachelor of Arts
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. April 2011 - August 2013
Ameriprise Financial Services, Inc. May 2009 - April 2011
Ameriprise Financial May 2007 - May 2009
Skills
Public Speaking, Event Planning, Project Management, Marketing Communications, Leadership, Coaching, Public Relations
Education
University of Minnesota-Twin Cities 2003 — 2007
Strategic Communications - Public Relations
Ameriprise Financial August 2011 - Present
Ameriprise Financial November 2007 - July 2011
RBC Capital Markets February 2005 - November 2007
RBC Dain Rauscher February 2002 - January 2005
Arnold Worldwide May 2001 - September 2001
Target March 2000 - January 2001
Skills
Series 7, Series 63, Series 55, Fixed Income, Municipal Bonds, Bloomberg, Trading, Investments
Education
University of Minnesota-Twin Cities 1995 — 2001
B.A.
Ameriprise Financial 2005 - Present
IDS Financial Services 1984 - 1996
Education
University of Minnesota-Twin Cities 1977 — 1983
BS, Psychology
Magnet 360 October 2014 - Present
The Toro Company April 2013 - October 2014
The Toro Company February 2011 - April 2013
Ameriprise Financial August 2010 - February 2011
Randstad May 2010 - August 2010
POPPcom April 2009 - May 2010
Manpower Professional October 2007 - April 2009
Skills
Human Resources, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Temporary Placement, Recruiting, Onboarding, Sourcing, Sales, Interviews, Employee Relations, Training, Leadership, Management, Consulting
Education
University of Minnesota-Twin Cities 1996 — 2001
Bachelor of Arts, Sociology: law, criminology & deviance
University of Oregon 1998 — 1999
exchange program through U of MN
UnitedHealthcare February 2013 - Present
UnitedHealthcare June 2008 - February 2013
brightshinything.com January 2002 - June 2008
Ameriprise Financial July 2007 - December 2007
Minnesota Medical Association March 2006 - February 2007
Maslon Edelman Borman & Brand, LLP March 2005 - March 2006
Robert Half Legal September 2000 - March 2005
Periscope September 2002 - July 2003
Carmichael Lynch June 2002 - September 2002
Skills
Editing, Social Media, Marketing Communications, Content Writing, Public Speaking, Proposal Writing, Management, Marketing, Legal Marketing, Newsletters, Email Marketing, Adobe Acrobat, Microsoft Word, Blogging, Copywriting
Education
Brainco, Minneapolis School of Advertising, Design & Interactive Studies 2000 — 2003
2003, Interactive Writing
University of Minnesota-Twin Cities 1988 — 1992
Linguistics
Ameriprise Financial Services, Inc. May 2010 - Present
the Willow Group 1999 - Present
Ameriprise Bank 2010 - 2011
the Willow Group November 1999 - May 2010
the Willow Group 1999 - May 2010
the Willow Group 1999 - May 2010
Ameriprise Financial 2000 - 2008
Wells Fargo 2000 - 2002
Northwest Airlines 1999 - 1999
Skills
Process Improvement, Business Process Design, Requirements Analysis, Management Consulting, Program Management, SDLC, Strategic Planning, Business Process, Change Management, Visio, Business Intelligence, Risk Management, Business Process...
Education
University of Minnesota-Twin Cities 1979 — 1985
Bachelor of Science (B.S.), Design and Marketing
Ameriprise Financial Services, Inc. July 2011 - Present
On the Rocks Wine & Spirits 2011 - 2015
On the Rocks Wine & Spirits 2011 - 2015
On the Rocks Wine & Spirits 2011 - 2015
Ameriprise Financial Services, Inc. October 2009 - July 2011
Ameriprise Financial September 2007 - October 2009
Ameriprise Bank FSB June 2006 - September 2007
Ameriprise Financial May 2002 - June 2006
American Express Financial Advisors 1998 - 2000
Quality Wine & Spirits 1986 - 1988
Skills
Financial Services, Securities, Mutual Funds, Banking, Process Improvement, Finance, Financial Analysis, Business Analysis, Project Management, Leadership, AML, Vendor Management, Series 63, Retirement Planning, Insurance, Equities, Requirements Analysis, Requirements Gathering, Program Management
Education
Brown Institute for Broadcasting 1979 — 1980
Cert. of COmpletion, Class A FCC Operators License, Radio & Television Broadcasting
University of Minnesota-Twin Cities 1976 — 1978
Ameriprise Financial Services, Inc. 2012 - Present
Ameriprise Financial October 2010 - May 2012
Federal Reserve Bank September 2007 - October 2010
Federal Reserve Bank of Minneapolis 2007 - October 2010
Ameriprise Financial 1994 - 2007
Ameriprise Financial 1985 - 2007
Skills
Agile Methodologies, Test Driven Development, REST, XML, Java, SQL, DB2, Smalltalk, JMS, Software Development, Web Services, SOAP, Project Architecture, Java Enterprise Edition, JPA, Spring, JUnit, AIX, SDLC, SOA
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Computer Science
Prime Therapeutics September 2014 - Present
Ameriprise Financial Services, Inc. November 2009 - September 2014
Ameriprise Financial August 2007 - November 2009
Ameriprise Financial April 2003 - August 2007
Skills
Insurance, Series 7, Investments, Mutual Funds, Securities, Personal Finance, Travel Arrangements, Strategic Financial..., Asset Allocation, 401k, Wealth Management, Asset Managment, Managing Accounts, Calendaring, Risk Management
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Architecture
Medtronic July 2010 - Present
MoneyGram International February 2006 - July 2010
Consulting May 2000 - April 2008
US District Court, District of Minnesota 1995 - 2000
Ameriprise Financial 1987 - 1994
Skills
Project Management, Interior Design, Process Improvement, Cross-functional Team..., Vendor Management, Program Management, Strategic Planning, Space-planning, Budgets, Facilities Management, Customer Service, Microsoft Office, Negotiation
Education
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Science (BS), Interior Design
Henry Sibley H.S. 1977 — 1980
Wells Fargo Home Mortgage April 2013 - Present
Ameriprise Financial December 1990 - December 2011
Education
University of Minnesota-Twin Cities 1985 — 1990
Capella University June 2014 - Present
Essentia Health 2013 - 2014
Cargill February 2011 - July 2013
Consulting September 2008 - March 2011
Paisley Consulting May 2008 - July 2008
Ameriprise Financial August 2007 - December 2007
Thrivent Financial January 2003 - August 2007
Skills
Analysis, Business Process, Cross-functional Team..., Data Analysis, Program Management, Requirements Analysis, SDLC, Software Documentation, Testing, Training, Business Analysis, Management, Project Management, Strategy, Leadership, Process Improvement, PeopleSoft, Visio, SharePoint, Consulting, Business Process..., Business Process Design, Change Management, Information Technology, Vendor Management, Documentation, Requirements Gathering, Integration, Access, Enterprise Software, SQL
Education
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial March 2008 - July 2011
Ameriprise Financial May 1997 - March 2008
Amcom Software 1996 - 1996
Skills
Business Architecture, IT Strategy, Enterprise Architecture, Data Warehousing, Data Integration, Data Architecture, Data Modeling, Financial Services, Business Intelligence, ETL, Requirements Gathering, Application Architecture, SOA, Informatica, Requirements Analysis, Governance, Business Process, IT Management
Education
University of Minnesota-Twin Cities 1993 — 1997
B.S.
Merion Capital Group September 2010 - Present
Ameriprise Financial March 2009 - September 2010
Ameriprise Financial February 2002 - March 2009
Ameriprise Financial August 2000 - February 2002
FAF Advisors August 1997 - August 2000
Skills
Separately Managed..., Series 7, Series 63, Managed Accounts, Wholesaling, Structured Products, Retirement Planning, Mutual Funds, Investments, Retirement, Financial Services, Asset Allocation, Finance, Wealth Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1988 — 1990
B.S., Nutrition & Dietetics
University of Wisconsin-Eau Claire 1985 — 1988
Allianz Life 2009 - Present
Allianz Life Insurance of North America 2009 - Present
Ameriprise Financial Services, Inc. 1989 - 2008
Ameriprise Financial 1989 - 2008
Skills
Mutual Funds, Series 24, Corporate Law, Contract Negotiation, Business Process..., Compliance Regulations, Training, Compliance, Financial Services, Policy, FINRA, Financial Risk, Securities, Insurance
Education
University of Minnesota-Twin Cities 1985 — 1995
The Hartford August 2010 - Present
The Hartford June 2013 - February 2014
The Hartford 2007 - 2010
Ameriprise Financial June 1992 - September 2002
Skills
Mutual Funds, Vendor Management, Financial Services, Insurance, Process Improvement, Risk Management, Business Analysis, Call Centers
Education
University of St. Thomas 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities 1990 — 1996
Bachelor of Arts (BA), Political Science and Government
Cargill December 2008 - Present
Ameriprise Financial February 2006 - June 2008
Ameriprise Financial 1998 - 2006
American Express Financial Advisors 1995 - 1998
American Express Financial Advisors 1992 - 1995
Skills
Instructional Design, Onboarding, Training Delivery, Talent Management, Training Project..., Program Facilitation, Curriculum Development, Curriculum Mapping, Distance Learning, Blended Learning, Training Management, Project Management, Leadership, Executive Coaching, Needs Analysis, MBTI, Career Development, Succession Planning, Organizational..., Performance Management, Employee Engagement, Program Management
Education
University of St. Thomas
MA, Human Resource Development
University of Minnesota-Twin Cities
BA, Speech-Communication
University of St. Thomas 2014 - Present
Studio Q 2012 - 2014
Ameriprise Financial 2010 - 2012
Woodbury Financial Services 2006 - 2009
Piper Jaffray 1998 - 2005
Skills
InDesign, Illustrator, Layout, Adobe Acrobat, Graphics, Creative Strategy, Dreamweaver, Direct Mail, Facebook, Creative Direction, QuarkXPress, Art Direction, Brochures, Integrated Marketing, Marketing Communications, Photoshop, Social Media Marketing, Interaction Design, Corporate Branding, Logo Design, Web Design, Collateral, Brand Development, Email Marketing, Graphic Design, Art, Mac, Adobe Creative Suite, Branding & Identity, Advertising, Corporate Identity, Typography, Social Media, Illustration, HTML, Management, Cross-functional Team..., Microsoft Office, Interactive Marketing, Marketing, Visual Communication
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
Ameriprise Financial July 2014 - June 2015
Ameriprise Financial Services, Inc. November 2010 - July 2013
Wells Fargo Investments June 2006 - November 2010
Education
University of Minnesota-Twin Cities 2000 — 2005
BS, Genetics, Cell Biology, and Development
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. January 2010 - July 2013
Ameriprise Financial January 2006 - January 2010
Hartford Life September 2003 - January 2006
hartford lfie 1995 - 2003
Allianz 1998 - 2001
Education
Moon Valley High School
University of Minnesota-Twin Cities
BA, Psychology
Myself December 2011 - Present
Ameriprise Financial March 1990 - February 2009
Principal Financial Group 1981 - 1989
Accountants Tax Service 1977 - 1979
H&R Block 1975 - 1977
texas department of human services 1971 - 1973
Skills
Disability Insurance, Retirement, Insurance, Health Insurance, Risk Management, Customer Service, Process Improvement, Life Insurance
Education
Wayne State University 1975 — 1977
Fine and Studio Arts
University of Minnesota-Twin Cities 1965 — 1968
Math, Child Psychology
Ameriprise Financial April 2011 - Present
RiverSource Investments January 2000 - August 2009
Skills
Fixed Annuities, Variable Annuities, Mutual Funds, Investments, Retirement Planning, Alterntive Investments, Kaizen Way, Sales Presentations
Education
University of Minnesota-Twin Cities
none, Liberal Arts and Sciences/Liberal Studies
Optum November 1996 - Present
Deloitte & Touche June 1992 - November 1996
Ameriprise Financial June 1989 - June 1992
Skills
Managed Care, Health Care Reform, Accountable Care, Business Strategy, Business Relationship..., Program Management, Healthcare Consulting, Disease Management, Healthcare Analytics, Strategy, Healthcare Industry, Health Information..., Informatics, Data Analysis, Health Insurance, Executive Management, Business Process..., Physicians, Healthcare, Leadership, Medicaid, Management Consulting, Medicare, Performance Improvement, Analytics, Healthcare Information..., Business Analysis, Consulting, Insurance, Health Policy
Education
University of Minnesota-Twin Cities 1985 — 1989
BS, Mathematics and Statistics
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial January 2010 - November 2011
Ameriprise Financial Services, Inc. 2002 - 2010
IBM Global Services 1996 - 2002
Skills
SDLC, Cloud Computing, VMware, VoIP, Enterprise Software, Enterprise Architecture, Process Improvement, Networking, Project Management, Disaster Recovery, Team Leadership, IT Strategy, Strategic Planning, Vendor Management, Business Analysis, IT Management, Technical Architecture, Team Building, Virtualization, Business Process..., Data Center, Active Directory, Program Management, Solution Architecture
Education
University of Minnesota-Twin Cities 1983 — 1987
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Advisors June 2010 - June 2011
Ameriprise Financial June 2006 - June 2010
Skills
Series 7, Series 24
Education
University of Minnesota-Twin Cities 1993 — 1998
Bachelor's degree, Finance, General
Irondale High School
Ameriprise Financial June 2011 - December 2012
Ameriprise Financial Services, Inc. January 2010 - June 2011
Ameriprise Financial Services, Inc 1989 - 2009
Skills
Training, Leadership, Financial Services, Project Management, Process Improvement, Business Analysis, Investments, Customer Service, Insurance, Management, Change Management, Strategy, Risk Management
Education
University of Minnesota-Twin Cities 1985 — 1987
Ameriprise Financial September 2009 - Present
Ameriprise Financial Services, Inc. April 2003 - August 2009
Skills
Retirement Planning, Small Business, Financial Planning, Retirement, Investments, Portfolio Management, Financial Services, Sales, Financial Advisory, Asset Allocation
Education
University of Minnesota-Twin Cities 1984 — 1988
Bachelor's, Business Administration
Ameriprise Financial November 2004 - Present
American Express Financial Advisors 2003 - 2004
Education
College of Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
College of Financial Planning 2006 — 2007
CFP, Financial Planning
University of Minnesota-Twin Cities 1993 — 1997
B.S., Finance/Economics
Watertown High School 1990 — 1993
Ameriprise Financial 2013 - Present
Education
University of Minnesota-Twin Cities
Liberal Arts;German, Art, Film, American Studies
UnitedHealth Group November 2011 - Present
UnitedHealth Group October 2009 - November 2011
United Behavioral Health March 2009 - November 2009
OptumHealth November 2007 - September 2008
Maxim Healthcare Services 2007 - 2008
Ameriprise Financial August 2007 - November 2007
Ameriprise Financial July 2006 - November 2007
Skills
SharePoint, Visio, Access, MS Project, Cross-functional Team..., Management, Analysis, Training, Databases, Microsoft Office, Lotus Notes, Microsoft Excel, Software Development, PowerPoint, Microsoft Word
Education
University of Minnesota-Twin Cities 1984 — 1987
BA, Psychology
RCIS / Wells Fargo 2007 - Present
Ameriprise Financial May 2002 - August 2007
Skills
Business Analysis, Business Process..., Software, SDLC, Requirements Gathering, BPMN, Visio, SQL Server Management..., Insurance, Business Requirements, Agile Methodologies, Testing, Waterfall, User Acceptance Testing, Requirements Analysis, Process Improvement, Software Documentation, Leadership, SharePoint
Education
University of Minnesota-Twin Cities 1998 — 2000
B.S., Microbiology
Lyon's Tale, LLC January 1996 - Present
Lakeville Area School District & Community Partnership February 2014 - January 2015
Hearth & Home Technologies January 2004 - January 2015
Ameriprise Financial October 2009 - April 2010
Century Middle School November 2007 - May 2008
Thomson Reuters (formerly West Publishing Company) August 1992 - January 1996
Thomson Reuters July 1990 - August 1992
Web Advertising 1991 - 1992
Thomson Reuters May 1988 - June 1990
Skills
Copywriting, Integrated Marketing, Marketing Communications, Newsletters, Strategic Communications, Marketing, Account Management, Press Releases, Strategy, Advertising, Corporate Communications, Blogging, Management, Fundraising, Project Management, Brand Management, Communication
Education
University of Minnesota-Twin Cities 1983 — 1987
B.A., Speech Communications
Green Tree Servicing September 2012 - Present
Travelers Insurance May 2011 - September 2012
Keyot February 2011 - April 2011
Ameriprise Financial January 2010 - February 2011
Ameriprise Financial Services, Inc. July 1988 - February 2009
Amerprise Financial Inc January 1996 - January 2009
Skills
Software Documentation, PowerPoint, Microsoft Office, Strategy, Waterfall, Access, Change Management, Business Process..., Program Management, SDLC, PMO, Software Project..., Project Portfolio..., Cross-functional Team..., Risk Management, SharePoint, Requirements Analysis, User Acceptance Testing, Leadership, Data Analysis
Education
University of Minnesota-Twin Cities
Bachelor of Arts, International Relations, Spanish
Ameriprise Financial Services, Inc. November 2005 - February 2009
Ameriprise Financial 2005 - 2009
CNA Insurance December 2002 - November 2005
The St. Paul Companies January 2000 - October 2002
Liberty Mutual Insurance August 1997 - November 1999
University of Minnesota Medical Center, Fairview February 1988 - August 1997
Education
University of Phoenix 2002 — 2004
MA, Organizational Management
University of Minnesota-Twin Cities 1983 — 1990
BA, Philosophy
Ameriprise Financial AnalystAmeriprise Financial1996 - 2009
Ameriprise Financial 2004 - 2007
Ameriprise Financial Advisors 1996 - 2007
American Express Financial Advisors 1996 - 2005
Education
University of Minnesota-Twin Cities 1982 — 1986
BS, Elementary Education, Psychology
Wells Fargo October 2011 - Present
Wells Fargo June 2010 - October 2011
Wells Fargo November 2009 - June 2010
Ameriprise Financial March 2004 - February 2009
Ameriprise Financial May 2003 - March 2004
Ameriprise Financial March 2001 - May 2003
Norstan Communications November 2000 - March 2001
Institute for Healthcare Quality September 1998 - October 2000
Health Risk Management May 1997 - September 1998
Health Risk Management February 1996 - May 1997
Skills
Relationship Management, Event Planning, Marketing Communications, Account Management, Customer Service, Public Speaking, Strategic Planning, Marketing Strategy, Vendor Management, Mortgage Lending, Loans, Business Planning
Education
University of Minnesota-Twin Cities 1987 — 1992
BA, History
Ameriprise Financial July 1985 - Present
Taylor Investment Corporation 1982 - 1985
Skills
Project Management, Product Management, Business Analysis, New Business Development, Business Development, Marketing, Investments, Accounting, Customer Service, Strategic Planning, Real Property, Team Leadership, Property, Real Estate
Education
University of Minnesota-Twin Cities 1982 — 1985
MBA, Business Administration/Acctg
University of St. Thomas 1978 — 1982
BA, Economics, Business Administration
Ameriprise Financial October 2002 - Present
Skills
Retirement Planning, Series 7, Mutual Funds, Customer Service, Insurance, Microsoft Excel, Investments, Retirement, Wealth Management, Microsoft Office, Leadership, PowerPoint, Series 63, Strategic Financial..., Microsoft Word
Education
University of Minnesota-Twin Cities 1996 — 1998
Kinesiology, Kinesiology and Exercise Science, 3.65
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Science (BS), Kinesiology and Exercise Science
Ameriprise Financial December 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - December 2013
Ameriprise Financial October 2002 - June 2011
Ameriprise Financial October 2000 - October 2002
Ameriprise Financial Services, Inc. October 1998 - September 2000
Skills
Technical Writing, Strategic Communications, Process Improvement, Marketing, Newsletters, Management, Strategy, Internal & External..., Internal Communications, Series 7, Leadership, Microsoft Office, Corporate Communications, Visio, Office Management, Process Management, Speech Writing, PowerPoint, Service Recovery
Education
University of Minnesota-Twin Cities 1988 — 1993
BA, Communication
University of Minnesota-Twin Cities 1988 — 1993
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Ameriprise Financial December 2010 - Present
U.S. Bancorp 2006 - January 2011
Piper Jaffray June 2004 - July 2006
Skills
Treasury Management, Liquidity Management, Equities, ABS, Stress Testing, Financial Modeling, Treasury, Credit Risk, Cash Flow Forecasting, Capital Markets
Education
University of Minnesota-Twin Cities 2002 — 2006
BS, Applied Economics
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. June 2006 - Present
Ameriprise Financial 1994 - Present
Ameriprise Financial Services, Inc. September 1996 - June 2006
Skills
Financial Statements, Finance, Tax, Financial Services, Insurance, Process Improvement, Series 7, Business Analysis, Mutual Funds, Securities, FINRA, Investments, Requirements Gathering, Risk Management, SDLC, Strategic Financial..., Vendor Management, Project Planning, Strategic Planning
Education
University of Minnesota-Twin Cities 1988 — 1993
Bachelor of Arts, English
Capella University July 2013 - Present
Ameriprise Financial June 2006 - July 2013
American Express June 1998 - June 2006
University of St. Thomas June 1994 - June 1998
Skills
Risk Assessment, Corporate Security, Security Management, Asset Protection, Crisis Management, Physical Security, Private Investigations, Protection, Public Safety, Fraud, Security, Security Audits, Security Operations, Risk Management, Investigation, Executive Protection, Leadership, Surveillance, Background Checks, Training, Internal Investigations, Emergency Management, Vulnerability Assessment, Business Continuity, Intelligence
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Sociology
University of St. Thomas
Master of Arts (M.A.), Public Safety Administration
Ameriprise Financial September 2007 - September 2008
Oberon LLC May 2007 - August 2007
Piper Jaffray March 2004 - October 2006
Piper Jaffray March 2003 - February 2004
Piper Jaffray March 2000 - February 2003
Piper Jaffray March 1998 - January 2000
Piper Jaffray September 1994 - February 1998
Skills
Process Improvement, Personnel Management, Employee Benefits, HRIS, Human Resources, Leadership, Management, Payroll, Applicant Tracking...
Education
University of Minnesota-Twin Cities
BA
Ameriprise Financial
Skills
Mutual Funds, Risk Management, Securities, Financial Services, Business Analysis, Process Improvement, Series 7, Business Process..., Insurance, Vendor Management, Program Management, Finance, Retirement Planning
Education
University of Minnesota-Twin Cities 1978 — 1981
Ameriprise Financial 2006 - 2008
Ameriprise Financial 2002 - 2006
Ameriprise Financial 2000 - 2002
Ameriprise Financial 1997 - 2000
Ameriprise Financial 1990 - 1997
Education
University of Minnesota-Twin Cities
Education
Ameriprise Financial Services, Inc. October 2011 - Present
Carlson Marketing March 2010 - September 2011
Ameriprise Financial March 2006 - February 2010
Skills
SAS, Analytics, Segmentation, Risk Management, Business Analysis, Data Analysis
Education
University of Minnesota-Twin Cities
Master of Science, Applied Economics
University of St. Thomas
Bachelor of Science, International Economics
Ameriprise Financial August 1986 - February 1994
Ameriprise Financial September 1984 - August 1986
Skills
Asset Managment, Finance, Forecasting, Financial Planning, Insurance, Equities, Budgets, Leadership, Management, Investments
Education
University of Minnesota-Twin Cities 1982 — 1984
Bachelor's, Business
Wells Fargo September 2014 - Present
Wells Fargo April 2013 - Present
Divorce & Custody Solutions, LLC December 2011 - April 2013
Wells Fargo / WySTAR Global Retirement Solutions October 2008 - December 2011
Wells Fargo / WySTAR Global Retirement Solutions 2005 - 2008
Ameriprise Financial 1999 - 2001
Ameriprise Financial 1995 - 1999
Ameriprise Financial 1993 - 1996
Skills
401k, Retirement, Investments, Management, Employee Benefits, Finance, Retirement Planning, Pensions, Relationship Management, Financial Services, Process Improvement, Banking, Payroll, Mutual Funds
Education
University of Minnesota-Twin Cities
B.A., Liberal Arts
Willmar HIgh School
Young & Associates September 2012 - Present
Self Employed Consultant September 2011 - September 2012
Ameriprise Financial November 2010 - June 2011
Bennett & Associates April 2005 - November 2010
American Express January 2004 - April 2005
American Express January 2000 - January 2004
American Express February 1999 - January 2000
Skills
Series 7, Financial Services, Series 63, Relationship Management
Education
University of Minnesota-Twin Cities 1991 — 1995
BA, Marketing & Speech
RechargeCar Inc. May 2012 - Present
Ameriprise Financial June 2011 - July 2012
Education
University of Minnesota-Twin Cities 2010 — 2013
BS, Economics
MNsure February 2015 - Present
MNsure April 2013 - Present
MNsure April 2013 - March 2015
Ameriprise Financial June 2010 - March 2013
Ameriprise Financial October 2006 - June 2010
American Express September 2001 - October 2006
American Express October 1998 - September 2001
Thomas Allen, Inc. February 1995 - October 1998
Skills
Leadership, Program Management, Cross-functional Team..., Project Management, Process Improvement, Strategic Planning, Training, Financial Services, Business Analysis, Insurance, Budgets, Business Strategy, Marketing, Business Process..., Management, Relationship Management, Project Coordination, Fixed Annuities, Web Content, Policy, Risk Management, Email Marketing, Organizational..., Team Leadership, Strategy, Coaching, Team Building, Variable Annuities, Series 6, Visio, SharePoint, Social Services
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Sociology
Edina High School
Ameriprise Financial
Skills
Software Project..., PMO, Business Analysis, Project Management, Program Management, Business Process
Education
University of Minnesota-Twin Cities 1982 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General