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
Matthew Gibely Matthew Gibely's Ameriprise Financial Experience September 2010 - December 2010
Job Sales Representative at Caraway & Co. Sales
Industry Sports
Experience
Caraway & Co. Sales March 2013 - Present
Alpenglow Sports May 2012 - Present
Destination Hotels & Resorts November 2011 - August 2012
Osram Sylvania May 2011 - September 2011
Morgan Stanley Smith Barney January 2011 - May 2011
NameMedia December 2010 - January 2011
Ameriprise Financial September 2010 - December 2010
Vikon LLC May 2009 - September 2009
Skills
Management, Sales, Analysis, Customer Service, Advertising, Public Relations, Merchandising, Business Strategy, Selling, Customer Satisfaction, Trade Shows, Insurance
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Managerial Economics
Caraway & Co. Sales March 2013 - Present
Alpenglow Sports May 2012 - Present
Destination Hotels & Resorts November 2011 - August 2012
Osram Sylvania May 2011 - September 2011
Morgan Stanley Smith Barney January 2011 - May 2011
NameMedia December 2010 - January 2011
Ameriprise Financial September 2010 - December 2010
Vikon LLC May 2009 - September 2009
Skills
Management, Sales, Analysis, Customer Service, Advertising, Public Relations, Merchandising, Business Strategy, Selling, Customer Satisfaction, Trade Shows, Insurance
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Managerial Economics
Jonathan Moe Jonathan Moe's Ameriprise Financial Experience November 2009 - August 2011
Job Operations & Deployment Project Manager at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group August 2015 - Present
Wells Fargo March 2015 - August 2015
RiverSource January 2014 - February 2015
Ameriprise Financial, RiverSource Life Insurance August 2011 - January 2014
Ameriprise Financial November 2009 - August 2011
Ameriprise Financial October 2007 - October 2008
US Bank April 2006 - October 2007
US Army November 2001 - October 2005
Skills
Leadership, Process Improvement, Analysis, Customer Service, Team Leadership, Series 7, Project Coordination, Employee Training, Finance, Microsoft Office, Series 63, Team Building, Variable Annuities, Mutual Funds, Management, Project Management, Customer Satisfaction, Microsoft Excel, IRAs, Leadership Development, Asset Allocation, FINRA, Risk Management, Public Speaking, Relationship Management, Coaching, Time Management, Building Relationships, Access, Financial Services, Project Planning, Sales, Data Analysis, Banking, Program Management, Roth IRA, Fixed Income, Multiple Projects..., Equity Trading, Salesforce.com, Qualified Retirement..., Portfolio Management, Insurance, Training, Multiple Project..., Business Analysis, Consulting, Visio
Education
Bemidji State University 1995 — 1999
BS, Criminal Justice
UnitedHealth Group August 2015 - Present
Wells Fargo March 2015 - August 2015
RiverSource January 2014 - February 2015
Ameriprise Financial, RiverSource Life Insurance August 2011 - January 2014
Ameriprise Financial November 2009 - August 2011
Ameriprise Financial October 2007 - October 2008
US Bank April 2006 - October 2007
US Army November 2001 - October 2005
Skills
Leadership, Process Improvement, Analysis, Customer Service, Team Leadership, Series 7, Project Coordination, Employee Training, Finance, Microsoft Office, Series 63, Team Building, Variable Annuities, Mutual Funds, Management, Project Management, Customer Satisfaction, Microsoft Excel, IRAs, Leadership Development, Asset Allocation, FINRA, Risk Management, Public Speaking, Relationship Management, Coaching, Time Management, Building Relationships, Access, Financial Services, Project Planning, Sales, Data Analysis, Banking, Program Management, Roth IRA, Fixed Income, Multiple Projects..., Equity Trading, Salesforce.com, Qualified Retirement..., Portfolio Management, Insurance, Training, Multiple Project..., Business Analysis, Consulting, Visio
Education
Bemidji State University 1995 — 1999
BS, Criminal Justice
Scott Lien Scott Lien's Ameriprise Financial Experience July 2008 - May 2010
Job Business Operations Analyst at US Bank
Industry Financial Services
Experience
US Bank July 2010 - Present
Ameriprise Financial July 2008 - May 2010
Ameriprise Financial May 2006 - July 2008
Ameriprise Financial October 2004 - May 2006
Ameriprise Financial May 2001 - October 2004
Ameriprise Financial November 1999 - May 2001
Ameriprise Financial December 1995 - November 1999
Norwest Bank January 1991 - December 1994
Skills
Strategic Communications, Social Media, Newsletters, Financial Services, Marketing, Marketing Communications, Leadership, Training, PowerPoint, Sales, Customer Service, Graphic Design, Event Planning, Microsoft Word, Process Improvement, Microsoft Office, Business Analysis, Writing, Microsoft Excel
Education
Hennepin Technical College 1999 — 2000
Graphic Design
Bemidji State University 1982 — 1985
Theater and Communicaions
Jamestown Senior High School 1980 — 1982
Diploma
Metropolitan State University
Business Writing
US Bank July 2010 - Present
Ameriprise Financial July 2008 - May 2010
Ameriprise Financial May 2006 - July 2008
Ameriprise Financial October 2004 - May 2006
Ameriprise Financial May 2001 - October 2004
Ameriprise Financial November 1999 - May 2001
Ameriprise Financial December 1995 - November 1999
Norwest Bank January 1991 - December 1994
Skills
Strategic Communications, Social Media, Newsletters, Financial Services, Marketing, Marketing Communications, Leadership, Training, PowerPoint, Sales, Customer Service, Graphic Design, Event Planning, Microsoft Word, Process Improvement, Microsoft Office, Business Analysis, Writing, Microsoft Excel
Education
Hennepin Technical College 1999 — 2000
Graphic Design
Bemidji State University 1982 — 1985
Theater and Communicaions
Jamestown Senior High School 1980 — 1982
Diploma
Metropolitan State University
Business Writing
Clayton Lott Clayton Lott's Ameriprise Financial Experience January 2008 - October 2010
Job Senior HRIS Analyst at Ameriprise Financial Services, Inc.
Industry Religious Institutions
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. March 2013 - August 2014
Reign Ministries January 2010 - March 2013
Ameriprise Financial January 2008 - October 2010
Skills
Microsoft Excel, Non-profits, Business Process..., Public Speaking, Content Development, Web Content Management, Corporate Communications, Social Media Marketing, Coaching, Leadership, Nonprofits, Project Planning, Social Networking, Newsletters, Editing, Training, Teaching, Volunteer Management, Fundraising, Community Outreach, Social Media, Team Building, Process Improvement, Analysis, Microsoft Office
Education
Bethel University 2002 — 2006
Bachelor of Arts, Biblical/Theological Studies, Philosophy, Religious Studies
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. March 2013 - August 2014
Reign Ministries January 2010 - March 2013
Ameriprise Financial January 2008 - October 2010
Skills
Microsoft Excel, Non-profits, Business Process..., Public Speaking, Content Development, Web Content Management, Corporate Communications, Social Media Marketing, Coaching, Leadership, Nonprofits, Project Planning, Social Networking, Newsletters, Editing, Training, Teaching, Volunteer Management, Fundraising, Community Outreach, Social Media, Team Building, Process Improvement, Analysis, Microsoft Office
Education
Bethel University 2002 — 2006
Bachelor of Arts, Biblical/Theological Studies, Philosophy, Religious Studies
Christine Chiles's Ameriprise Financial Experience January 2007 - March 2010
Job Senior Scheduling Coordinator at RiverSource.
Industry Financial Services
Experience
RiverSource November 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2014
Ameriprise Financial Services, Inc. March 2010 - May 2011
Ameriprise Financial January 2007 - March 2010
Anoka Hennepin School District 11 August 2001 - January 2007
Skills
Coaching, Microsoft Office, Life Insurance, Long Term Care Insurance, Disability Insurance, Customer Service, Business Communications, Community Outreach, Event Planning, Microsoft Excel, Leadership, Retirement, Series 63, Retirement Planning, Insurance, Team Building, Process Improvement, Financial Services, Marketing, Finance, Relationship Management
Education
Bethel University 2010 — 2014
Communications, Communications/ Business
RiverSource November 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2014
Ameriprise Financial Services, Inc. March 2010 - May 2011
Ameriprise Financial January 2007 - March 2010
Anoka Hennepin School District 11 August 2001 - January 2007
Skills
Coaching, Microsoft Office, Life Insurance, Long Term Care Insurance, Disability Insurance, Customer Service, Business Communications, Community Outreach, Event Planning, Microsoft Excel, Leadership, Retirement, Series 63, Retirement Planning, Insurance, Team Building, Process Improvement, Financial Services, Marketing, Finance, Relationship Management
Education
Bethel University 2010 — 2014
Communications, Communications/ Business
Addisalem Tesfaye, PHR's Ameriprise Financial Experience June 2008 - September 2008
Job HCM Cloud Solution Consultant at Oracle
Industry Human Resources
Experience
Oracle June 2013 - Present
Work Effects January 2012 - August 2012
YMCA May 2011 - June 2012
Trio Program- Upward Bound September 2010 - May 2012
Blue Cross Blue Shield of Minnesota June 2011 - September 2011
University of Minnesota January 2011 - August 2011
Blue Cross Blue Shield of Minnesota May 2010 - September 2010
Minnesota Twins June 2009 - September 2009
Ameriprise Financial June 2008 - September 2008
Skills
Customer Service, Microsoft Office, Event Planning, Public Speaking, Leadership Development, Teamwork, Non-profits, Human Resources, Social Media, Training, Talent Management, Leadership, Teaching, Management, Employee Relations, Employee Benefits, Outlook, Strategic Planning, Recruiting, Microsoft Excel, Fundraising, Healthcare, Workshop Facilitation, Data Entry, Nonprofits, Organizational..., Sales, Community Outreach, Microsoft Word, Marketing, Volunteer Management, Policy, Strategy, Change Management, Process Improvement, Team Building, Coaching, PowerPoint, Team Leadership, Personnel Management, Time Management, Social Networking, Research, Data Analysis, Organizational..., Spanish, Access, Staff Development, Event Management, Business Development
Education
Beijing Foreign Studies University
Business
CEA Global Education- Rome, Italy
Italian Studies & International Business
University of Cape Town
Tracing the Footstep to Social Change in South Africa
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Human Resources Development & Business and Marketing Education
University of Salamanca, Spain
Spainish Minor
Oracle June 2013 - Present
Work Effects January 2012 - August 2012
YMCA May 2011 - June 2012
Trio Program- Upward Bound September 2010 - May 2012
Blue Cross Blue Shield of Minnesota June 2011 - September 2011
University of Minnesota January 2011 - August 2011
Blue Cross Blue Shield of Minnesota May 2010 - September 2010
Minnesota Twins June 2009 - September 2009
Ameriprise Financial June 2008 - September 2008
Skills
Customer Service, Microsoft Office, Event Planning, Public Speaking, Leadership Development, Teamwork, Non-profits, Human Resources, Social Media, Training, Talent Management, Leadership, Teaching, Management, Employee Relations, Employee Benefits, Outlook, Strategic Planning, Recruiting, Microsoft Excel, Fundraising, Healthcare, Workshop Facilitation, Data Entry, Nonprofits, Organizational..., Sales, Community Outreach, Microsoft Word, Marketing, Volunteer Management, Policy, Strategy, Change Management, Process Improvement, Team Building, Coaching, PowerPoint, Team Leadership, Personnel Management, Time Management, Social Networking, Research, Data Analysis, Organizational..., Spanish, Access, Staff Development, Event Management, Business Development
Education
Beijing Foreign Studies University
Business
CEA Global Education- Rome, Italy
Italian Studies & International Business
University of Cape Town
Tracing the Footstep to Social Change in South Africa
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Human Resources Development & Business and Marketing Education
University of Salamanca, Spain
Spainish Minor
Joseph Crossett, CFA Joseph Crossett, CFA's Ameriprise Financial Experience October 2008 - May 2009
Job Investment Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2015 - Present
American Century Investments January 2013 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2012
Avid Technology June 2009 - December 2010
Au Bon Pain March 2010 - June 2010
Ameriprise Financial October 2008 - May 2009
Skills
Bloomberg, Financial Analysis, Valuation, Corporate Finance, Investments, Capital IQ, Factset, Finance, Equity Research, Portfolio Management, Mutual Funds, Fixed Income, Due Diligence, Financial Services, Equities, Microsoft Excel, Analysis, Financial Reporting, Strategy, Financial Risk, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Finance
Bentley University 2007 — 2010
Bachelor of Science, Economics & Finance
Copenhagen Business School 2009 — 2009
American Century Investments February 2015 - Present
American Century Investments January 2013 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2012
Avid Technology June 2009 - December 2010
Au Bon Pain March 2010 - June 2010
Ameriprise Financial October 2008 - May 2009
Skills
Bloomberg, Financial Analysis, Valuation, Corporate Finance, Investments, Capital IQ, Factset, Finance, Equity Research, Portfolio Management, Mutual Funds, Fixed Income, Due Diligence, Financial Services, Equities, Microsoft Excel, Analysis, Financial Reporting, Strategy, Financial Risk, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Finance
Bentley University 2007 — 2010
Bachelor of Science, Economics & Finance
Copenhagen Business School 2009 — 2009
Erin Curtis's Ameriprise Financial Experience August 2007 - May 2008
Job Investor Relations & Financial Analyst at TASER International
Industry Defense & Space
Experience
TASER International January 2012 - Present
Thermo Fisher Scientific June 2010 - February 2012
Boston Scientific March 2009 - April 2010
Ameriprise Financial August 2007 - May 2008
A.G. Edwards & Sons, Inc. July 2007 - August 2007
Skills
Finance, Analysis, Forecasting, Financial Analysis, Data Analysis, Microsoft Office, Financial Reporting
Education
Bentley University 2006 — 2010
B.S., Finance
TASER International January 2012 - Present
Thermo Fisher Scientific June 2010 - February 2012
Boston Scientific March 2009 - April 2010
Ameriprise Financial August 2007 - May 2008
A.G. Edwards & Sons, Inc. July 2007 - August 2007
Skills
Finance, Analysis, Forecasting, Financial Analysis, Data Analysis, Microsoft Office, Financial Reporting
Education
Bentley University 2006 — 2010
B.S., Finance
David Andrade David Andrade's Ameriprise Financial Experience May 2008 - September 2008
Job Lead Analyst at Merkle
Industry Marketing and Advertising
Experience
Merkle October 2014 - Present
Merkle June 2013 - September 2014
Merkle June 2012 - June 2013
Cubist Pharmaceuticals February 2012 - May 2012
VFA, Inc. September 2011 - December 2011
A Multinational Financial Services Corporation September 2010 - May 2011
Merrill Lynch January 2010 - August 2010
Edward Jones February 2009 - August 2009
Merrill Lynch October 2008 - December 2008
Ameriprise Financial May 2008 - September 2008
Skills
Business Intelligence, Market Research, Data Analysis, Tableau, SPSS, Business Process..., Statistical Modeling, SAS, Business Analytics, Leadership, Cognos, Microsoft SQL Server, Teradata SQL, Information Design, Data Architecture, Database Marketing, Digital Marketing, Marketing Strategy, SAS/SQL, RFM, MS Office Suite, Forecasting, Investment Advisory, Requirements Gathering, PowerDesigner, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Business Analytics
College of the Holy Cross 2004 — 2008
A.B., Economics, Asian Studies
Merkle October 2014 - Present
Merkle June 2013 - September 2014
Merkle June 2012 - June 2013
Cubist Pharmaceuticals February 2012 - May 2012
VFA, Inc. September 2011 - December 2011
A Multinational Financial Services Corporation September 2010 - May 2011
Merrill Lynch January 2010 - August 2010
Edward Jones February 2009 - August 2009
Merrill Lynch October 2008 - December 2008
Ameriprise Financial May 2008 - September 2008
Skills
Business Intelligence, Market Research, Data Analysis, Tableau, SPSS, Business Process..., Statistical Modeling, SAS, Business Analytics, Leadership, Cognos, Microsoft SQL Server, Teradata SQL, Information Design, Data Architecture, Database Marketing, Digital Marketing, Marketing Strategy, SAS/SQL, RFM, MS Office Suite, Forecasting, Investment Advisory, Requirements Gathering, PowerDesigner, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Business Analytics
College of the Holy Cross 2004 — 2008
A.B., Economics, Asian Studies
Steven Mondolino's Ameriprise Financial Experience September 2009 - December 2010
Job Investment Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2015 - Present
HHG & Company, LLC July 2011 - June 2015
Investment Risk Management Systems Inc. December 2010 - November 2011
Ameriprise Financial September 2009 - December 2010
Fantasy Island Arcade June 2004 - August 2007
Education
Bentley University 2007 — 2011
BA, BS, Economics & Finance
Lorenzo de'Medici Institute 2010 — 2010
Bronxville High School 2004 — 2007
The Colony Group July 2015 - Present
HHG & Company, LLC July 2011 - June 2015
Investment Risk Management Systems Inc. December 2010 - November 2011
Ameriprise Financial September 2009 - December 2010
Fantasy Island Arcade June 2004 - August 2007
Education
Bentley University 2007 — 2011
BA, BS, Economics & Finance
Lorenzo de'Medici Institute 2010 — 2010
Bronxville High School 2004 — 2007
Jesse James Forsell Jesse James Forsell's Ameriprise Financial Experience January 2010 - September 2010
Job Real Estate Agent. Home Renovator. Fitness Instructor.
Industry Real Estate
Experience
Coldwell Banker Burnet December 2013 - Present
Lifetime Athletic Club April 2012 - Present
Target July 2012 - January 2014
Target March 2013 - May 2013
Target November 2010 - July 2012
Ameriprise Financial January 2010 - September 2010
Currumbin Wildlife Sanctuary June 2009 - December 2009
Seven Sushi & Steakhouse January 2008 - December 2008
Skills
Customer Service, Leadership, Sales, Management, Training, Advertising, Retail, Merchandising, Project Management, Strategy, Business Analysis, Finance, Public Speaking, Investments, Marketing Research, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of St. Thomas - Opus College of Business 2006 — 2010
Marketing & Finance, General Finance & Marketing, International Business
Bond University 2009 — 2009
International Business
Coldwell Banker Burnet December 2013 - Present
Lifetime Athletic Club April 2012 - Present
Target July 2012 - January 2014
Target March 2013 - May 2013
Target November 2010 - July 2012
Ameriprise Financial January 2010 - September 2010
Currumbin Wildlife Sanctuary June 2009 - December 2009
Seven Sushi & Steakhouse January 2008 - December 2008
Skills
Customer Service, Leadership, Sales, Management, Training, Advertising, Retail, Merchandising, Project Management, Strategy, Business Analysis, Finance, Public Speaking, Investments, Marketing Research, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of St. Thomas - Opus College of Business 2006 — 2010
Marketing & Finance, General Finance & Marketing, International Business
Bond University 2009 — 2009
International Business
Patty Greene Patty Greene's Ameriprise Financial Experience 1987 - 2009
Job Anticoagulation RN
Industry Hospital & Health Care
Experience
Allina Health January 2015 - Present
Good Samaritan Society March 2014 - January 2015
Saint Therese October 2013 - March 2014
Saint Therese February 2013 - October 2013
Abbott Northwestern Hospital June 2012 - July 2012
Ameriprise Financial Advisors July 2007 - July 2010
Ameriprise Financial Services, Inc. December 1986 - July 2010
Ameriprise Financial 1987 - 2009
Skills
Registered Nurses, Assessment Skills, Transitional Care, Long Term Acute Care, Primary Care, Critical Thinking, Direct Patient Care, Priority Setting, Nursing, Healthcare, Medication..., BLS, Retirement, Hospice, Palliative Care, Case Managment, End of Life, Series 63, Management, Retirement Planning, Clinical Research, Epic Systems, Financial Advisory, Series 7, Long-term Care
Education
Saint Catherine University, MN 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Bemidji State University 2013 — 2014
Bachelor of Science (B.S.), Nursing, Nursing
Allina Health January 2015 - Present
Good Samaritan Society March 2014 - January 2015
Saint Therese October 2013 - March 2014
Saint Therese February 2013 - October 2013
Abbott Northwestern Hospital June 2012 - July 2012
Ameriprise Financial Advisors July 2007 - July 2010
Ameriprise Financial Services, Inc. December 1986 - July 2010
Ameriprise Financial 1987 - 2009
Skills
Registered Nurses, Assessment Skills, Transitional Care, Long Term Acute Care, Primary Care, Critical Thinking, Direct Patient Care, Priority Setting, Nursing, Healthcare, Medication..., BLS, Retirement, Hospice, Palliative Care, Case Managment, End of Life, Series 63, Management, Retirement Planning, Clinical Research, Epic Systems, Financial Advisory, Series 7, Long-term Care
Education
Saint Catherine University, MN 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Bemidji State University 2013 — 2014
Bachelor of Science (B.S.), Nursing, Nursing
Sean Devlin's Ameriprise Financial Experience August 2003 - March 2006
Job Annuity Sales Consultant at CreativeOne
Industry Civic & Social Organization
Experience
CreativeOne July 2014 - Present
MindMixer March 2014 - May 2014
American Century Investments November 2011 - November 2013
American Century Investments August 2010 - October 2011
American Century Investments January 2010 - August 2010
American Century Investments February 2009 - December 2009
Aflac July 2008 - February 2009
Capital One Home Loans December 2006 - July 2008
First Horizon Home Loans March 2006 - December 2006
Ameriprise Financial August 2003 - March 2006
Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Loans, Mortgage Lending, Finance, Series 7, Strategic Financial..., Management, Sales, Retirement, Leadership, Business Development, Training, Financial Planning
Education
Benedictine College 1995 — 2002
Bachelor of Arts, Sociology
Raritan High School
CreativeOne July 2014 - Present
MindMixer March 2014 - May 2014
American Century Investments November 2011 - November 2013
American Century Investments August 2010 - October 2011
American Century Investments January 2010 - August 2010
American Century Investments February 2009 - December 2009
Aflac July 2008 - February 2009
Capital One Home Loans December 2006 - July 2008
First Horizon Home Loans March 2006 - December 2006
Ameriprise Financial August 2003 - March 2006
Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Loans, Mortgage Lending, Finance, Series 7, Strategic Financial..., Management, Sales, Retirement, Leadership, Business Development, Training, Financial Planning
Education
Benedictine College 1995 — 2002
Bachelor of Arts, Sociology
Raritan High School
Philip Watson, MBA, CRPC® Philip Watson, MBA, CRPC®'s Ameriprise Financial Experience July 2000 - October 2010
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Ameriprise Financial July 2000 - October 2010
American Express Financial Advisors 1999 - 2000
Education
Benedictine University 1991 — 1993
MBA, Finance, Organizational Behavior
Wheaton College 1980 — 1984
B.S., Education
North Andover High School 1976 — 1980
Ameriprise Financial Services, Inc. October 2010 - Present
Ameriprise Financial July 2000 - October 2010
American Express Financial Advisors 1999 - 2000
Education
Benedictine University 1991 — 1993
MBA, Finance, Organizational Behavior
Wheaton College 1980 — 1984
B.S., Education
North Andover High School 1976 — 1980
Myra Kontakos Myra Kontakos's Ameriprise Financial Experience June 2012 - January 2014
Job Investment Operations Manager at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
Ameriprise Financial June 2012 - January 2014
American Investment Services April 2010 - June 2012
Invest Financial January 2003 - March 2009
Skills
Investments, Insurance, Securities, Fixed Income, Mutual Funds, Back Office, Middle Office, Banking, Equities, Loans, Financial Services, Series 7, Derivatives, Series 63, Series 24
Education
Boise State University
Northwestern Mutual May 2014 - Present
Ameriprise Financial June 2012 - January 2014
American Investment Services April 2010 - June 2012
Invest Financial January 2003 - March 2009
Skills
Investments, Insurance, Securities, Fixed Income, Mutual Funds, Back Office, Middle Office, Banking, Equities, Loans, Financial Services, Series 7, Derivatives, Series 63, Series 24
Education
Boise State University
Todd Benzies Todd Benzies's Ameriprise Financial Experience 2005 - 2007
Job Collaborative Projects at the Linux Foundation
Industry Computer Software
Experience
The Linux Foundation April 2013 - Present
Brocade April 2011 - December 2012
Symbian Foundation 2010 - 2011
Branduin Creative 2007 - 2009
Ameriprise Financial 2005 - 2007
Wall Street Institute 2004 - 2005
Beijing Normal University 2004 - 2005
Chinasoft International 2004 - 2005
Skills
Program Management, Business Development, Marketing Strategy, Open Source, Leadership, Event Management, Product Marketing, Cloud Computing, Mobile Devices, Management, Social Media, Trade Shows, Marketing, Corporate Events, Integrated Marketing, Project Management, Strategic Partnerships, Networking, Event Marketing Strategy, Start-ups, Creative Direction, Budget Management
Education
University of California, Santa Barbara 1999 — 2004
BA, Business Economics and Chinese
Peking University 2002 — 2003
Chinese
Beijing Normal University 2002 — 2002
Chinese
San Marin
The Linux Foundation April 2013 - Present
Brocade April 2011 - December 2012
Symbian Foundation 2010 - 2011
Branduin Creative 2007 - 2009
Ameriprise Financial 2005 - 2007
Wall Street Institute 2004 - 2005
Beijing Normal University 2004 - 2005
Chinasoft International 2004 - 2005
Skills
Program Management, Business Development, Marketing Strategy, Open Source, Leadership, Event Management, Product Marketing, Cloud Computing, Mobile Devices, Management, Social Media, Trade Shows, Marketing, Corporate Events, Integrated Marketing, Project Management, Strategic Partnerships, Networking, Event Marketing Strategy, Start-ups, Creative Direction, Budget Management
Education
University of California, Santa Barbara 1999 — 2004
BA, Business Economics and Chinese
Peking University 2002 — 2003
Chinese
Beijing Normal University 2002 — 2002
Chinese
San Marin
Chris Bourdeau's Ameriprise Financial Experience May 2007 - August 2007
Job at Bolton Global Capital
Industry Financial Services
Experience
Delta Equity November 2010 - Present
Raytheon Integrated Defense Systems December 2009 - October 2010
Hedge Solutions September 2009 - October 2009
Med-Tech Consultant Partners August 2008 - October 2008
Ameriprise Financial May 2007 - August 2007
Skills
Series: 4, 7, 24, 66, 53
Education
Bentley University 2007 — 2009
Bachelors, Corporate Finance & Accounting
Delta Equity November 2010 - Present
Raytheon Integrated Defense Systems December 2009 - October 2010
Hedge Solutions September 2009 - October 2009
Med-Tech Consultant Partners August 2008 - October 2008
Ameriprise Financial May 2007 - August 2007
Skills
Series: 4, 7, 24, 66, 53
Education
Bentley University 2007 — 2009
Bachelors, Corporate Finance & Accounting
Caroline Sheedy, MBA's Ameriprise Financial Experience September 2008 - May 2009
Job Marketing Manager at DraftKings, Inc.
Industry Marketing and Advertising
Experience
DraftKings, Inc. March 2015 - Present
Vistaprint April 2012 - December 2014
Vistaprint July 2009 - April 2012
Ameriprise Financial September 2008 - May 2009
Bentley University Office of Financial Aid September 2005 - May 2009
BNY Mellon June 2008 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Social Media, Analytics, Financial Analysis, Microsoft Word, Facebook, Email Marketing, Direct Mail Campaigns, CRM, Direct Mail, Online Marketing, Segmentation, Marketing Strategy, Direct Marketing, Customer Retention, E-commerce
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Marketing and Management
Bentley University 2005 — 2009
BS, Finance
DraftKings, Inc. March 2015 - Present
Vistaprint April 2012 - December 2014
Vistaprint July 2009 - April 2012
Ameriprise Financial September 2008 - May 2009
Bentley University Office of Financial Aid September 2005 - May 2009
BNY Mellon June 2008 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Social Media, Analytics, Financial Analysis, Microsoft Word, Facebook, Email Marketing, Direct Mail Campaigns, CRM, Direct Mail, Online Marketing, Segmentation, Marketing Strategy, Direct Marketing, Customer Retention, E-commerce
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Marketing and Management
Bentley University 2005 — 2009
BS, Finance
Dante Mancini, CPA Dante Mancini, CPA's Ameriprise Financial Experience June 2010 - August 2010
Job Senior Consultant AERS Advisory group at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche February 2015 - Present
Wellington Management Company June 2011 - February 2014
Bentley University September 2009 - May 2011
Food Should Taste Good September 2010 - December 2010
Ameriprise Financial June 2010 - August 2010
Naturopathica June 2010 - August 2010
Naturopathica Holistic Health June 2010 - August 2010
Ameriprise Financial Services, Private Wealth Management June 2010 - August 2010
Staples March 2009 - May 2010
Ameriprise Financial September 2009 - March 2010
Skills
Finance, Financial Accounting, Accounting, Financial Statements, Tax, Payroll, Budgets, Mergers & Acquisitions, Management, Account Reconciliation, Fixed Assets, Financial Analysis, Financial Reporting, Microsoft Office
Education
Bentley University 2007 — 2011
BS, Corporate Finance and Accounting, 3.5
Suffolk University 2012 — 2015
MBA and MSA, Accounting and Finance, 3.8
Syosset Senior High School 2003 — 2007
Syosset High School
Deloitte & Touche February 2015 - Present
Wellington Management Company June 2011 - February 2014
Bentley University September 2009 - May 2011
Food Should Taste Good September 2010 - December 2010
Ameriprise Financial June 2010 - August 2010
Naturopathica June 2010 - August 2010
Naturopathica Holistic Health June 2010 - August 2010
Ameriprise Financial Services, Private Wealth Management June 2010 - August 2010
Staples March 2009 - May 2010
Ameriprise Financial September 2009 - March 2010
Skills
Finance, Financial Accounting, Accounting, Financial Statements, Tax, Payroll, Budgets, Mergers & Acquisitions, Management, Account Reconciliation, Fixed Assets, Financial Analysis, Financial Reporting, Microsoft Office
Education
Bentley University 2007 — 2011
BS, Corporate Finance and Accounting, 3.5
Suffolk University 2012 — 2015
MBA and MSA, Accounting and Finance, 3.8
Syosset Senior High School 2003 — 2007
Syosset High School
Ryan Hoag, MBA Ryan Hoag, MBA's Ameriprise Financial Experience October 2006 - October 2010
Job Trust Operations
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
New York Life Insurance Company January 2011 - September 2015
Patriot Roofing LLC April 1996 - November 2010
Ameriprise Financial October 2006 - October 2010
Ameriprise Financial October 2006 - July 2007
Trinity School October 2004 - June 2005
Skills
Business Change..., Innovation Development, Business Strategy, Strategic Planning, Business Process..., Customer Service..., Organizational..., Innovation Management, Employee Engagement, Change Management, Marketing, Fixed Annuities, Insurance, Public Speaking, Customer Service, Leadership, Strategy, Retirement, Employee Training, Management, Entrepreneurship, Leadership Development, Team Building, Coaching, New Business Development, Process Improvement, Training, Sales, Cross-functional Team...
Education
Bethel University 2009 — 2011
MBA, Emphasis Strategy
University of Wisconsin-River Falls 1996 — 2001
Bachelor of Science, Education
St Croix Falls 1992 — 1996
Wells Fargo September 2015 - Present
New York Life Insurance Company January 2011 - September 2015
Patriot Roofing LLC April 1996 - November 2010
Ameriprise Financial October 2006 - October 2010
Ameriprise Financial October 2006 - July 2007
Trinity School October 2004 - June 2005
Skills
Business Change..., Innovation Development, Business Strategy, Strategic Planning, Business Process..., Customer Service..., Organizational..., Innovation Management, Employee Engagement, Change Management, Marketing, Fixed Annuities, Insurance, Public Speaking, Customer Service, Leadership, Strategy, Retirement, Employee Training, Management, Entrepreneurship, Leadership Development, Team Building, Coaching, New Business Development, Process Improvement, Training, Sales, Cross-functional Team...
Education
Bethel University 2009 — 2011
MBA, Emphasis Strategy
University of Wisconsin-River Falls 1996 — 2001
Bachelor of Science, Education
St Croix Falls 1992 — 1996
Suzette DeCruize's Ameriprise Financial Experience April 2006 - January 2008
Job Field Representative at US Census Bureau
Industry Government Relations
Experience
Grandeur Professional Services, LLC February 2013 - Present
US Census Bureau May 2011 - Present
US Census Bureau March 2013 - September 2013
US Census Bureau April 2010 - August 2010
Shenoy Engineers January 2010 - April 2010
US Census Bureau April 2009 - June 2009
Adecco Temporary Agency January 2008 - March 2008
Ameriprise Financial April 2006 - January 2008
Foot Locker July 2005 - April 2006
Skills
Management, Leadership, Interviews, Training, Sales, Public Speaking, Outlook, Microsoft Excel, Government, Lotus Notes, Access, Microsoft Office 2003, SPSS, Administrative..., PowerPoint, Microsoft Office, Equity Research, Administrative support, Administrative..., Contract Negotiation, Employment Contracts, Contractual Agreements, Marketing Strategy, Advertising, Investments
Education
Kean University 2008 — 2010
Bachelor of Science, Management Science, 3.7 out of 4.0
Berkeley College 1996 — 1999
Associate Applied Science Degree, Business Management
Grandeur Professional Services, LLC February 2013 - Present
US Census Bureau May 2011 - Present
US Census Bureau March 2013 - September 2013
US Census Bureau April 2010 - August 2010
Shenoy Engineers January 2010 - April 2010
US Census Bureau April 2009 - June 2009
Adecco Temporary Agency January 2008 - March 2008
Ameriprise Financial April 2006 - January 2008
Foot Locker July 2005 - April 2006
Skills
Management, Leadership, Interviews, Training, Sales, Public Speaking, Outlook, Microsoft Excel, Government, Lotus Notes, Access, Microsoft Office 2003, SPSS, Administrative..., PowerPoint, Microsoft Office, Equity Research, Administrative support, Administrative..., Contract Negotiation, Employment Contracts, Contractual Agreements, Marketing Strategy, Advertising, Investments
Education
Kean University 2008 — 2010
Bachelor of Science, Management Science, 3.7 out of 4.0
Berkeley College 1996 — 1999
Associate Applied Science Degree, Business Management
Arielle Landsberg's Ameriprise Financial Experience 2015 - Present
Job Finance Student at Bentley University
Industry Financial Services
Experience
Ameriprise Financial 2015 - Present
Newton Free Library May 2014 - January 2015
Horizons for Homeless Children October 2013 - April 2014
Clear Your Space November 2012 - March 2013
Electronic Fasteners, Inc. May 2011 - September 2011
(Formerly) Imperial Consulting Worldwide, (Formerly) Bay State Detective Agency June 2007 - June 2010
Skills
Time Management, Microsoft Office, Legal Research, Outlook, Microsoft Excel, Background Checks, Investigation, Customer Service, OneNote, PowerPoint, Microsoft Word, Research, Financial Analysis, Data Analysis, Finance, Sales, Spanish, Training, Editing, Accounting, Teamwork
Education
Bentley University 2013 — 2017
Bachelor of Science, Finance
American Real Estate Academy 2014 — 2014
Real Estate
Ameriprise Financial 2015 - Present
Newton Free Library May 2014 - January 2015
Horizons for Homeless Children October 2013 - April 2014
Clear Your Space November 2012 - March 2013
Electronic Fasteners, Inc. May 2011 - September 2011
(Formerly) Imperial Consulting Worldwide, (Formerly) Bay State Detective Agency June 2007 - June 2010
Skills
Time Management, Microsoft Office, Legal Research, Outlook, Microsoft Excel, Background Checks, Investigation, Customer Service, OneNote, PowerPoint, Microsoft Word, Research, Financial Analysis, Data Analysis, Finance, Sales, Spanish, Training, Editing, Accounting, Teamwork
Education
Bentley University 2013 — 2017
Bachelor of Science, Finance
American Real Estate Academy 2014 — 2014
Real Estate
Greg Gee Greg Gee's Ameriprise Financial Experience 2004 - 2005
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Trissential October 2013 - February 2015
Assurant February 2013 - October 2013
Talent Software Services November 2012 - February 2013
Best Buy June 2012 - November 2012
US Bank March 2010 - May 2012
Hollstadt & Associates 2005 - May 2010
Ameriprise Financial 2004 - 2005
TEKsystems 2004 - 2004
UnitedHealth Group 1997 - 2003
Skills
PMO, Vendor Management, SDLC, Business Analysis, Program Management, Project Management, IT Management, Business Process..., SharePoint, IT Strategy, Management, Project Delivery, Requirements Gathering, Visio, Enterprise Architecture, Risk Management, PMP, Enterprise Software, Integration, Project Portfolio..., Business Process, Security, Cross-functional Team..., Disaster Recovery, Business Intelligence, ITIL, Software Project..., IT Service Management, Requirements Analysis, Governance, Data Center, Resource Management, Process Improvement, MS Project, Information Technology, Software Documentation, Change Management, Business Requirements, IT Operations, Infrastructure, Agile Methodologies, Data Warehousing, Consulting, CRM, Agile Project Management, Outsourcing, Systems Analysis, Software Development, Team Leadership, Solution Architecture
Education
Saint Mary's University of Minnesota 1988 — 1991
Completed coursework towards MS in Telecommunications
Bethel University
B.A. in Business Administration
Wells Fargo February 2015 - Present
Trissential October 2013 - February 2015
Assurant February 2013 - October 2013
Talent Software Services November 2012 - February 2013
Best Buy June 2012 - November 2012
US Bank March 2010 - May 2012
Hollstadt & Associates 2005 - May 2010
Ameriprise Financial 2004 - 2005
TEKsystems 2004 - 2004
UnitedHealth Group 1997 - 2003
Skills
PMO, Vendor Management, SDLC, Business Analysis, Program Management, Project Management, IT Management, Business Process..., SharePoint, IT Strategy, Management, Project Delivery, Requirements Gathering, Visio, Enterprise Architecture, Risk Management, PMP, Enterprise Software, Integration, Project Portfolio..., Business Process, Security, Cross-functional Team..., Disaster Recovery, Business Intelligence, ITIL, Software Project..., IT Service Management, Requirements Analysis, Governance, Data Center, Resource Management, Process Improvement, MS Project, Information Technology, Software Documentation, Change Management, Business Requirements, IT Operations, Infrastructure, Agile Methodologies, Data Warehousing, Consulting, CRM, Agile Project Management, Outsourcing, Systems Analysis, Software Development, Team Leadership, Solution Architecture
Education
Saint Mary's University of Minnesota 1988 — 1991
Completed coursework towards MS in Telecommunications
Bethel University
B.A. in Business Administration
Sam Saladino Sam Saladino's Ameriprise Financial Experience 1995 - 2004
Job CEO at IWP Capital, LLC
Industry Investment Management
Experience
IWP Capital, LLC June 2011 - Present
Trinity FIduciary Partners June 2007 - Present
Epiphany Funds 2007 - Present
Trinity Fiduciary Partners, LLC January 2005 - Present
Ameriprise Financial 1995 - 2004
American Express Financial Advisors 1995 - 2004
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds, Budgets, Capital Markets, ETFs, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Financial Modeling, Financial Markets, Funding, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Securities, Series 63, Strategic Financial..., Strategic Planning, Wealth Management..., Wealth Management
Education
Baylor University - Hankamer School of Business 1992 — 1995
BBA, International Business & Financial Planning
IWP Capital, LLC June 2011 - Present
Trinity FIduciary Partners June 2007 - Present
Epiphany Funds 2007 - Present
Trinity Fiduciary Partners, LLC January 2005 - Present
Ameriprise Financial 1995 - 2004
American Express Financial Advisors 1995 - 2004
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds, Budgets, Capital Markets, ETFs, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Financial Modeling, Financial Markets, Funding, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Securities, Series 63, Strategic Financial..., Strategic Planning, Wealth Management..., Wealth Management
Education
Baylor University - Hankamer School of Business 1992 — 1995
BBA, International Business & Financial Planning
Chad Rafferty CFP® CRPC® Chad Rafferty CFP® CRPC®'s Ameriprise Financial Experience June 2006 - June 2008
Job Regional Sales Manager Ameriprise Financial Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
TD Ameritrade June 2008 - May 2011
Ameriprise Financial June 2006 - June 2008
Wells Fargo January 2003 - May 2006
Hitching Post Motorsports March 2002 - September 2002
Morgan Stanley January 2000 - October 2001
Skills
Strategic Financial..., Sales, Investments, Retirement Planning, Finance, Retirement, LinkedIn, Salesforce.com, Financial Planning, Series 7, Insurance, CFP®, Increasing Revenue, Client Acquisition, Sales Coach, Marketing Strategy, Execution of Business..., Public Speaking, Separately Managed..., Unified Managed Accounts, Client Acquisition..., Closed-end Funds, Structured Notes, Portfolio Management, Social Media, Microsoft Office, Series 66, Uniform Combined State..., Hockey, ATV, Racing
Education
Bethel University 1995 — 1999
Psychology, Business
Ameriprise Financial Services, Inc. May 2011 - Present
TD Ameritrade June 2008 - May 2011
Ameriprise Financial June 2006 - June 2008
Wells Fargo January 2003 - May 2006
Hitching Post Motorsports March 2002 - September 2002
Morgan Stanley January 2000 - October 2001
Skills
Strategic Financial..., Sales, Investments, Retirement Planning, Finance, Retirement, LinkedIn, Salesforce.com, Financial Planning, Series 7, Insurance, CFP®, Increasing Revenue, Client Acquisition, Sales Coach, Marketing Strategy, Execution of Business..., Public Speaking, Separately Managed..., Unified Managed Accounts, Client Acquisition..., Closed-end Funds, Structured Notes, Portfolio Management, Social Media, Microsoft Office, Series 66, Uniform Combined State..., Hockey, ATV, Racing
Education
Bethel University 1995 — 1999
Psychology, Business
Andrew Loula's Ameriprise Financial Experience May 2007 - September 2007
Job Relationship Manager
Industry Financial Services
Experience
Meta Payment Systems a division of MetaBank November 2013 - January 2015
Marquette Asset Management March 2011 - July 2013
Thrivent Financial for Lutherans December 2007 - March 2011
Ameriprise Financial May 2007 - September 2007
Skills
Asset Allocation, Equities, Bloomberg, Investments, Financial Analysis, Uniform Combined State..., Series 7, Investment Strategies, Wealth Management, Trust Services, Relationship Management, Superior Client Service, Trading
Education
Bates College 2003 — 2007
B.S., Mathematics
Meta Payment Systems a division of MetaBank November 2013 - January 2015
Marquette Asset Management March 2011 - July 2013
Thrivent Financial for Lutherans December 2007 - March 2011
Ameriprise Financial May 2007 - September 2007
Skills
Asset Allocation, Equities, Bloomberg, Investments, Financial Analysis, Uniform Combined State..., Series 7, Investment Strategies, Wealth Management, Trust Services, Relationship Management, Superior Client Service, Trading
Education
Bates College 2003 — 2007
B.S., Mathematics
Christa Krussow Christa Krussow's Ameriprise Financial Experience May 2011 - August 2011
Job Service Coordinator
Industry Financial Services
Experience
Pugleasa Company, Inc. August 2014 - Present
Multiband Corporation October 2013 - July 2014
SBM Management Services, LP January 2013 - September 2013
Stenseth Samuelson & Boese, Ltd. December 2011 - April 2012
Hope Christian Academy February 2011 - November 2011
Ameriprise Financial May 2011 - August 2011
Bethel University February 2011 - May 2011
Bethel University August 2007 - May 2011
Christa Krussow - Self Employed August 2007 - August 2009
Skills
Public Speaking, Event Planning, Microsoft Office, Customer Service, PowerPoint, Social Media, Leadership, Research, Microsoft Excel, Non-profits, Microsoft Word, Training, Nonprofits, Human Resources
Education
Bethel University 2007 — 2011
Bachelor of Arts, Organizational Communication; Employee Communication
Pugleasa Company, Inc. August 2014 - Present
Multiband Corporation October 2013 - July 2014
SBM Management Services, LP January 2013 - September 2013
Stenseth Samuelson & Boese, Ltd. December 2011 - April 2012
Hope Christian Academy February 2011 - November 2011
Ameriprise Financial May 2011 - August 2011
Bethel University February 2011 - May 2011
Bethel University August 2007 - May 2011
Christa Krussow - Self Employed August 2007 - August 2009
Skills
Public Speaking, Event Planning, Microsoft Office, Customer Service, PowerPoint, Social Media, Leadership, Research, Microsoft Excel, Non-profits, Microsoft Word, Training, Nonprofits, Human Resources
Education
Bethel University 2007 — 2011
Bachelor of Arts, Organizational Communication; Employee Communication
Kristin Lee Sanders, CFP, MBA, CDFA, AAMS Kristin Lee Sanders, CFP, MBA, CDFA, AAMS's Ameriprise Financial Experience January 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2000 - Present
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Finance, Management
Baylor University 1995 — 1999
BBA, Financial Services and Planning, Marketing, and Management
The John Cooper School 1991 — 1995
Ameriprise Financial January 2000 - Present
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Finance, Management
Baylor University 1995 — 1999
BBA, Financial Services and Planning, Marketing, and Management
The John Cooper School 1991 — 1995
Cassia Stefanini Cassia Stefanini's Ameriprise Financial Experience April 2007 - Present
Job Para Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2007 - Present
Triad Magnetics December 2004 - June 2006
Education
Baylor University 1999 — 2003
BA, Accounting
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration, Accounting
Ameriprise Financial April 2007 - Present
Triad Magnetics December 2004 - June 2006
Education
Baylor University 1999 — 2003
BA, Accounting
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration, Accounting
Barry Forman Barry Forman's Ameriprise Financial Experience November 1988 - Present
Job Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial November 1988 - Present
Education
Berklee College of Music 1981 — 1983
Performance
University of Massachusetts, Amherst 1978 — 1980
Liberal Arts
Ameriprise Financial November 1988 - Present
Education
Berklee College of Music 1981 — 1983
Performance
University of Massachusetts, Amherst 1978 — 1980
Liberal Arts
Jonathan Kazarian's Ameriprise Financial Experience March 2010 - May 2011
Job Associate, Investments at Windham Capital Manag
Industry Financial Services
Experience
Windham Capital Management June 2014 - Present
Windham Capital Management January 2012 - Present
Bentley Investment Group October 2009 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Ameriprise Financial March 2010 - May 2011
Edge Strategies Inc. May 2007 - May 2011
Skills
Portfolio Management, Asset Allocation, Portfolio Optimization, Quantitative Finance, Global Tactical Asset..., Microsoft Excel, Portfolio Risk..., Windham Portfolio..., ETFs, Client Education, Series 7, Series 66, Investment Management, Investments, Asset Management, Quantitative Analytics
Education
Bentley University 2008 — 2012
Economics & Finance
Wayland High School 2005 — 2008
Windham Capital Management June 2014 - Present
Windham Capital Management January 2012 - Present
Bentley Investment Group October 2009 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Ameriprise Financial March 2010 - May 2011
Edge Strategies Inc. May 2007 - May 2011
Skills
Portfolio Management, Asset Allocation, Portfolio Optimization, Quantitative Finance, Global Tactical Asset..., Microsoft Excel, Portfolio Risk..., Windham Portfolio..., ETFs, Client Education, Series 7, Series 66, Investment Management, Investments, Asset Management, Quantitative Analytics
Education
Bentley University 2008 — 2012
Economics & Finance
Wayland High School 2005 — 2008
Courtney Bartlett's Ameriprise Financial Experience May 2009 - August 2009
Job Marketing Manager at Beaumont Capital Management
Industry Marketing and Advertising
Experience
Beaumont Capital Management March 2014 - Present
Get In Shape For Women March 2013 - February 2014
Athena Capital Advisors November 2010 - March 2013
Lexmark May 2009 - December 2009
Ameriprise Financial May 2009 - August 2009
Skills
Excel, Word, Microsoft Office, PowerPoint, Social Media, Facebook, Research, Data Analysis, Event Planning, Editing, Market Research, Financial Analysis, Analysis, Social Media Marketing, Marketing Strategy, Project Management, Microsoft Excel, E-mail Marketing, Direct Mail Marketing, Google Adwords, Brand Management, Brand Awareness, Customer Service, Email Marketing, Marketing, Outlook, Leadership, Marketing Communications, Microsoft Word
Education
Bentley University 2007 — 2010
Bachelor of Science, Marketing and Liberal studies
Beaumont Capital Management March 2014 - Present
Get In Shape For Women March 2013 - February 2014
Athena Capital Advisors November 2010 - March 2013
Lexmark May 2009 - December 2009
Ameriprise Financial May 2009 - August 2009
Skills
Excel, Word, Microsoft Office, PowerPoint, Social Media, Facebook, Research, Data Analysis, Event Planning, Editing, Market Research, Financial Analysis, Analysis, Social Media Marketing, Marketing Strategy, Project Management, Microsoft Excel, E-mail Marketing, Direct Mail Marketing, Google Adwords, Brand Management, Brand Awareness, Customer Service, Email Marketing, Marketing, Outlook, Leadership, Marketing Communications, Microsoft Word
Education
Bentley University 2007 — 2010
Bachelor of Science, Marketing and Liberal studies
Christine McLynn, CFA Christine McLynn, CFA's Ameriprise Financial Experience 2007 - 2009
Job Retired Investment Analyst | Personal Financial Planner
Industry Financial Services
Experience
Home August 2012 - Present
Educational Sabbatical September 2010 - Present
Goal-Based Planning September 2010 - August 2012
ProNet Charlotte 2010 - 2012
LPL 2009 - 2010
Ameriprise Financial 2007 - 2009
Bank of America 1985 - 2006
Skills
Data Gathering, Comprehensive Analysis, Creative Problem Solving, Options Development, Organization of Ideas,..., Negotiating Outcomes, Consensus Building, Follow Up, Peer Counseling, Organization, Options, Analysis, Negotiation, Peer Support, Estate Planning, Data Collection, Finance, Wealth Management, Portfolio Management, Marketing, Financial Analysis, Banking, Investments
Education
Beloit College
BA, Economics and Business
University of North Carolina at Charlotte
CFP Certification, Financial Planning
Home August 2012 - Present
Educational Sabbatical September 2010 - Present
Goal-Based Planning September 2010 - August 2012
ProNet Charlotte 2010 - 2012
LPL 2009 - 2010
Ameriprise Financial 2007 - 2009
Bank of America 1985 - 2006
Skills
Data Gathering, Comprehensive Analysis, Creative Problem Solving, Options Development, Organization of Ideas,..., Negotiating Outcomes, Consensus Building, Follow Up, Peer Counseling, Organization, Options, Analysis, Negotiation, Peer Support, Estate Planning, Data Collection, Finance, Wealth Management, Portfolio Management, Marketing, Financial Analysis, Banking, Investments
Education
Beloit College
BA, Economics and Business
University of North Carolina at Charlotte
CFP Certification, Financial Planning
Kolbe Face's Ameriprise Financial Experience June 2014 - June 2015
Job Accounting/Finance Intern at The Arc Greater Twin Cities
Industry Financial Services
Experience
DGV Solutions June 2015 - Present
Minnesota Youth Soccer Association April 2008 - Present
Ameriprise Financial June 2014 - June 2015
Bethel University August 2012 - February 2015
The Arc Greater Twin Cities February 2014 - May 2014
Safety Services Company July 2013 - August 2013
Vertical Endeavors February 2013 - May 2013
Skills
Customer Service, Microsoft Office, Leadership, Public Speaking, Social Media, PowerPoint, Research, Teaching, Microsoft Excel, Marketing, Microsoft Word, Team Building, Sales, Leadership Development, Higher Education, Teamwork, Training
Education
Bethel University 2011 — 2015
Bethel University 2011 — 2015
DGV Solutions June 2015 - Present
Minnesota Youth Soccer Association April 2008 - Present
Ameriprise Financial June 2014 - June 2015
Bethel University August 2012 - February 2015
The Arc Greater Twin Cities February 2014 - May 2014
Safety Services Company July 2013 - August 2013
Vertical Endeavors February 2013 - May 2013
Skills
Customer Service, Microsoft Office, Leadership, Public Speaking, Social Media, PowerPoint, Research, Teaching, Microsoft Excel, Marketing, Microsoft Word, Team Building, Sales, Leadership Development, Higher Education, Teamwork, Training
Education
Bethel University 2011 — 2015
Bethel University 2011 — 2015
Justin Castelli's Ameriprise Financial Experience January 2007 - May 2007
Job Manager, Investor Relations at Boston Scientific
Industry Financial Services
Experience
Boston Scientific March 2014 - Present
Boston Scientific May 2013 - March 2014
Boston Scientific September 2011 - May 2013
Boston Scientific March 2011 - September 2011
Boston Scientific April 2010 - March 2011
Textron Defense Systems May 2009 - April 2010
Teradyne July 2008 - May 2009
BBN Technologies June 2007 - May 2008
Ameriprise Financial January 2007 - May 2007
Skills
Accounting, Analysis, Budgets, Finance, Forecasting, Hyperion Enterprise, SAP, Corporate Finance, Strategy, Internal Controls, Mergers & Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2014
MBA, Finance, 3.71
Bentley University 2004 — 2008
Bachelor of Finance, Finance, Law, GPA: 3.79; Major GPA: 3.85
Boston Scientific March 2014 - Present
Boston Scientific May 2013 - March 2014
Boston Scientific September 2011 - May 2013
Boston Scientific March 2011 - September 2011
Boston Scientific April 2010 - March 2011
Textron Defense Systems May 2009 - April 2010
Teradyne July 2008 - May 2009
BBN Technologies June 2007 - May 2008
Ameriprise Financial January 2007 - May 2007
Skills
Accounting, Analysis, Budgets, Finance, Forecasting, Hyperion Enterprise, SAP, Corporate Finance, Strategy, Internal Controls, Mergers & Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2014
MBA, Finance, 3.71
Bentley University 2004 — 2008
Bachelor of Finance, Finance, Law, GPA: 3.79; Major GPA: 3.85
Jim Skoglund Jim Skoglund's Ameriprise Financial Experience June 2004 - May 2008
Job IT Portfolio Leader Commercial Segment at Medica
Industry Insurance
Experience
Medica November 2010 - Present
Carlson Marketing June 2008 - October 2010
Ameriprise Financial June 2004 - May 2008
American Express Financial Advisors August 2000 - June 2004
Piper Jaffray March 1997 - August 2000
American Express Financial Advisors (Formally IDS Financial Services) October 1989 - March 1997
Skills
Vendor Management, SDLC, Project Portfolio..., PMO, Portfolio Management, Relationship Management, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Financial Services, Business Analysis, Business Intelligence, Mergers, Program Management, CRM, Leadership, Cross-functional Team..., Outsourcing, Strategic Planning, Business Process..., Strategy, Management
Education
National College of Business 1980 — 1983
Bachelor of Science, Data Processing / Business Admin
Bethel University 1977 — 1978
Pre-Law
Medica November 2010 - Present
Carlson Marketing June 2008 - October 2010
Ameriprise Financial June 2004 - May 2008
American Express Financial Advisors August 2000 - June 2004
Piper Jaffray March 1997 - August 2000
American Express Financial Advisors (Formally IDS Financial Services) October 1989 - March 1997
Skills
Vendor Management, SDLC, Project Portfolio..., PMO, Portfolio Management, Relationship Management, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Financial Services, Business Analysis, Business Intelligence, Mergers, Program Management, CRM, Leadership, Cross-functional Team..., Outsourcing, Strategic Planning, Business Process..., Strategy, Management
Education
National College of Business 1980 — 1983
Bachelor of Science, Data Processing / Business Admin
Bethel University 1977 — 1978
Pre-Law
Jason Burack Jason Burack's Ameriprise Financial Experience March 2008 - August 2008
Job Investor, Entrepreneur, Financial Historian, Austrian School Economist & Contrarian
Industry Investment Management
Experience
Wall St for Main St, LLC August 2009 - Present
Self Employed August 2008 - Present
Investing Daily January 2013 - November 2013
Ameriprise Financial March 2008 - August 2008
Skills
Options, Stocks, Investments, Commodities, Precious Metals, Economics, Macroeconomics, Entrepreneurship, Value Investing, Trading, Gold, Equities, Base Metals, Alternative Energy, Renewable Energy, Energy, Economic History, Portfolio Management, Technical Analysis, Asset Allocation, Equity Research, Asset Management, Emerging Markets, Entrepreneur, Securities, Market Analysis, Investment Strategies, Austrian School..., Financial Education, Investor Education, Options Strategies, Monetary Economics, Capital Markets, Investment Education, Commodity, Dividends, Oil Analysis, Oil/Gas, Natural Resources, Writing, Growth Investing, Investment Management, Wealth Management, Sales, Start-ups, Hedging
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2010
MBA, Investment Management
Barry University - Dwayne O. Andreas School of Law 2007 — 2007
Law
Virginia Polytechnic Institute and State University 2001 — 2006
BA Double Major, History, Political Science
Wall St for Main St, LLC August 2009 - Present
Self Employed August 2008 - Present
Investing Daily January 2013 - November 2013
Ameriprise Financial March 2008 - August 2008
Skills
Options, Stocks, Investments, Commodities, Precious Metals, Economics, Macroeconomics, Entrepreneurship, Value Investing, Trading, Gold, Equities, Base Metals, Alternative Energy, Renewable Energy, Energy, Economic History, Portfolio Management, Technical Analysis, Asset Allocation, Equity Research, Asset Management, Emerging Markets, Entrepreneur, Securities, Market Analysis, Investment Strategies, Austrian School..., Financial Education, Investor Education, Options Strategies, Monetary Economics, Capital Markets, Investment Education, Commodity, Dividends, Oil Analysis, Oil/Gas, Natural Resources, Writing, Growth Investing, Investment Management, Wealth Management, Sales, Start-ups, Hedging
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2010
MBA, Investment Management
Barry University - Dwayne O. Andreas School of Law 2007 — 2007
Law
Virginia Polytechnic Institute and State University 2001 — 2006
BA Double Major, History, Political Science
Laura Greaser, CFP, CRPC Laura Greaser, CFP, CRPC's Ameriprise Financial Experience 2003 - 2007
Job Wealth Management Advisor at Merrill Lynch, Certified Financial Planner, Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Ameriprise Financial 2003 - 2007
Skills
Series 7, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Financial Advisory, Series 63, Wealth Management...
Education
Baylor University 1999 — 2003
BA, Psychology, Finance
Merrill Lynch 2007 - Present
Ameriprise Financial 2003 - 2007
Skills
Series 7, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Financial Advisory, Series 63, Wealth Management...
Education
Baylor University 1999 — 2003
BA, Psychology, Finance
Tim Blanchard, MBA, CFP Tim Blanchard, MBA, CFP's Ameriprise Financial Experience November 1998 - October 2009
Job VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab May 2011 - Present
Blanchard Franchise Consulting July 2009 - May 2011
Ameriprise Financial November 1998 - October 2009
Education
University of St. Thomas (TX) 1997 — 1998
MBA, Finance
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Management
Charles Schwab May 2011 - Present
Blanchard Franchise Consulting July 2009 - May 2011
Ameriprise Financial November 1998 - October 2009
Education
University of St. Thomas (TX) 1997 — 1998
MBA, Finance
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Management
Vladimir Krinitsyn Vladimir Krinitsyn's Ameriprise Financial Experience July 2006 - May 2009
Job Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance November 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - August 2010
Ameriprise Financial July 2006 - May 2009
Ameriprise Financial June 2005 - July 2006
American Express Financial Advisors 2001 - 2002
Skills
Financial Services, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Retirement, Financial Advisory, Investments, Series 63, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Insurance, Securities, Series 6, 401k, Investment Advisory, Investment Strategies, Disability Insurance, Business Planning, Mortgage Lending, Banking, Debt Management, Roth IRA, Simple IRA, IRAs, College Savings Plans, Umbrella Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Long-term Care
Education
Minnesota State University, Mankato 2008 — 2009
CFP
University of Minnesota-Twin Cities 1994 — 1998
BA
Bethel University 1994 — 1995
General Ed
State Farm Insurance November 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - August 2010
Ameriprise Financial July 2006 - May 2009
Ameriprise Financial June 2005 - July 2006
American Express Financial Advisors 2001 - 2002
Skills
Financial Services, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Retirement, Financial Advisory, Investments, Series 63, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Insurance, Securities, Series 6, 401k, Investment Advisory, Investment Strategies, Disability Insurance, Business Planning, Mortgage Lending, Banking, Debt Management, Roth IRA, Simple IRA, IRAs, College Savings Plans, Umbrella Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Long-term Care
Education
Minnesota State University, Mankato 2008 — 2009
CFP
University of Minnesota-Twin Cities 1994 — 1998
BA
Bethel University 1994 — 1995
General Ed
Lester Gantan's Ameriprise Financial Experience 2003 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2003 - Present
Flyin' Hawaiian Entertainment 1987 - Present
Education
Berklee College of Music 1983 — 1987
Bachelors Degree (cum laude), Music Production & Engineering
Moanalua High School 1979 — 1983
Ameriprise Financial 2003 - Present
Flyin' Hawaiian Entertainment 1987 - Present
Education
Berklee College of Music 1983 — 1987
Bachelors Degree (cum laude), Music Production & Engineering
Moanalua High School 1979 — 1983
Jake Biesanz Jake Biesanz's Ameriprise Financial Experience March 2000 - October 2005
Job Principal at Biesanz Industries
Industry Retail
Experience
Apex Energy Group February 2015 - Present
Maypak Products November 2014 - Present
Durall Manufacturing June 2014 - Present
Northland Chemical Corp January 2013 - Present
Opportunity Development at Self Employed November 2012 - January 2013
Acuity Brands Lighting 2010 - November 2012
Winona Lighting January 2008 - October 2010
Winona Lighting February 2007 - October 2010
Winona Lighting October 2005 - February 2007
Ameriprise Financial March 2000 - October 2005
Skills
Product Development, Marketing Strategy, Competitive Analysis, Marketing, Strategy, Sales, Recruiting, Entrepreneurship, Project Planning, Customer Service, Mergers, Strategic Planning
Education
Villanova University 1995 — 1999
BSBA, Marketing
Bond University 1997 — 1998
Apex Energy Group February 2015 - Present
Maypak Products November 2014 - Present
Durall Manufacturing June 2014 - Present
Northland Chemical Corp January 2013 - Present
Opportunity Development at Self Employed November 2012 - January 2013
Acuity Brands Lighting 2010 - November 2012
Winona Lighting January 2008 - October 2010
Winona Lighting February 2007 - October 2010
Winona Lighting October 2005 - February 2007
Ameriprise Financial March 2000 - October 2005
Skills
Product Development, Marketing Strategy, Competitive Analysis, Marketing, Strategy, Sales, Recruiting, Entrepreneurship, Project Planning, Customer Service, Mergers, Strategic Planning
Education
Villanova University 1995 — 1999
BSBA, Marketing
Bond University 1997 — 1998
Norman R. Henry CFP, CLU, ChFC Norman R. Henry CFP, CLU, ChFC's Ameriprise Financial Experience 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial 1996 - Present
Ameriprise Financial Services, Inc. January 1980 - July 1996
Ameriprise Financial Services, Inc. July 1974 - January 1980
Education
Bemidji State University 1965 — 1969
Bachelor of Science, Business/Commerce, General
Ameriprise Financial 1996 - Present
Ameriprise Financial Services, Inc. January 1980 - July 1996
Ameriprise Financial Services, Inc. July 1974 - January 1980
Education
Bemidji State University 1965 — 1969
Bachelor of Science, Business/Commerce, General
Jeffrey Robert's Ameriprise Financial Experience May 2006 - November 2012
Job Policy Analyst at State of Rhode Island
Industry Government Administration
Experience
State of Rhode Island November 2012 - Present
Ameriprise Financial May 2006 - November 2012
Skills
Morningstar, ThomsonOne, Mutual Funds, Investments, Equities, Fixed Income, Quantitative Research, Political Economy, Legislative Research, Legislative Policy, Legislative Testimony, Legal Research, Report Writing, News Writing, Academic Tutoring, Sports Coaching, Data Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Economics & Financial Markets
Bentley University 2006 — 2010
BS, Economis & Finance
State of Rhode Island November 2012 - Present
Ameriprise Financial May 2006 - November 2012
Skills
Morningstar, ThomsonOne, Mutual Funds, Investments, Equities, Fixed Income, Quantitative Research, Political Economy, Legislative Research, Legislative Policy, Legislative Testimony, Legal Research, Report Writing, News Writing, Academic Tutoring, Sports Coaching, Data Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Economics & Financial Markets
Bentley University 2006 — 2010
BS, Economis & Finance
Matt Erbaio, CFP®, CRPC®'s Ameriprise Financial Experience September 2010 - October 2012
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - June 2013
Ameriprise Financial September 2010 - October 2012
Ameriprise Financial March 2009 - September 2010
Ameriprise Financial March 2008 - December 2008
First Carolina Home Equity, Inc. September 2007 - January 2008
Skills
Bonds, Banking, Life Insurance, Leadership, Training, Sales, Personal Financial..., Marketing, Financial Markets, Salesforce.com, Business Planning, Relationship Management, Financial Services, Retirement Planning, Insurance, Series 7, Mutual Funds, Financial Planning, Finance, Retirement, Investments
Education
Bentley University 2003 — 2007
BS, Finance
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - June 2013
Ameriprise Financial September 2010 - October 2012
Ameriprise Financial March 2009 - September 2010
Ameriprise Financial March 2008 - December 2008
First Carolina Home Equity, Inc. September 2007 - January 2008
Skills
Bonds, Banking, Life Insurance, Leadership, Training, Sales, Personal Financial..., Marketing, Financial Markets, Salesforce.com, Business Planning, Relationship Management, Financial Services, Retirement Planning, Insurance, Series 7, Mutual Funds, Financial Planning, Finance, Retirement, Investments
Education
Bentley University 2003 — 2007
BS, Finance
Audrey Mariner's Ameriprise Financial Experience August 2007 - January 2009
Job Supervisor, Retirement Operations at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Boston Glass Group September 2015 - September 2015
Lifetouch Sports September 2010 - September 2015
Commonwealth Financial Network August 2009 - January 2015
Barnes & Noble November 2010 - March 2011
Commonwealth Financial Network January 2009 - August 2009
Ameriprise Financial August 2007 - January 2009
Skills
Research, SharePoint, Microsoft Excel, Outlook, Microsoft Publisher, Photography, Series 7, Series 66, Financial Operations, Cashiering, DTC, Resource Development, Writing, Wikis, FBSI, Amdocs Clarify, iMovie, Video Editing, Image Archiving, SnagIt, Nikon
Education
Bentley University 2005 — 2009
B.S., Finance
Commonwealth Financial Network January 2015 - Present
Boston Glass Group September 2015 - September 2015
Lifetouch Sports September 2010 - September 2015
Commonwealth Financial Network August 2009 - January 2015
Barnes & Noble November 2010 - March 2011
Commonwealth Financial Network January 2009 - August 2009
Ameriprise Financial August 2007 - January 2009
Skills
Research, SharePoint, Microsoft Excel, Outlook, Microsoft Publisher, Photography, Series 7, Series 66, Financial Operations, Cashiering, DTC, Resource Development, Writing, Wikis, FBSI, Amdocs Clarify, iMovie, Video Editing, Image Archiving, SnagIt, Nikon
Education
Bentley University 2005 — 2009
B.S., Finance
Kevin Dickie's Ameriprise Financial Experience February 2011 - February 2012
Job Global Director, Customer Service
Industry Computer Hardware
Experience
Digital Guardian May 2015 - Present
EMC February 2012 - May 2015
Ameriprise Financial February 2011 - February 2012
Common Impact October 2010 - March 2011
Fidelity Investments April 2005 - August 2010
Fidelity Investments August 2002 - March 2005
Fidelity Investments March 2000 - July 2002
Fidelity Investments June 1999 - March 2000
Fleet Bank June 1998 - June 1999
Fidelity Investments February 1996 - June 1998
Skills
Program Management, Process Improvement, Financial Services, Vendor Management, Risk Management, Business Analysis, SDLC, Strategic Planning, Project Management, Management, Team Building, ITIL, Integration, Networking, Outsourcing, PMO, Budgets, Business Process..., Change Management, Cloud Computing, Coaching, Cross-functional Team..., Customer Satisfaction, Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Leadership, PMP, Product Management, Project Portfolio..., Requirements Analysis, Security, Software Project..., Strategy, CRM, Infrastructure, Enterprise Software, IT Operations, Professional Services, Storage, SaaS, Business Intelligence, Service Delivery, Business Continuity, Team Leadership, IT Solutions
Education
Bentley University 1983 — 1987
Bachelors, Computer Informations Systems & Managment
Berkshire School 1983 — 1983
Digital Guardian May 2015 - Present
EMC February 2012 - May 2015
Ameriprise Financial February 2011 - February 2012
Common Impact October 2010 - March 2011
Fidelity Investments April 2005 - August 2010
Fidelity Investments August 2002 - March 2005
Fidelity Investments March 2000 - July 2002
Fidelity Investments June 1999 - March 2000
Fleet Bank June 1998 - June 1999
Fidelity Investments February 1996 - June 1998
Skills
Program Management, Process Improvement, Financial Services, Vendor Management, Risk Management, Business Analysis, SDLC, Strategic Planning, Project Management, Management, Team Building, ITIL, Integration, Networking, Outsourcing, PMO, Budgets, Business Process..., Change Management, Cloud Computing, Coaching, Cross-functional Team..., Customer Satisfaction, Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Leadership, PMP, Product Management, Project Portfolio..., Requirements Analysis, Security, Software Project..., Strategy, CRM, Infrastructure, Enterprise Software, IT Operations, Professional Services, Storage, SaaS, Business Intelligence, Service Delivery, Business Continuity, Team Leadership, IT Solutions
Education
Bentley University 1983 — 1987
Bachelors, Computer Informations Systems & Managment
Berkshire School 1983 — 1983
Shawn Smith, MBA Shawn Smith, MBA's Ameriprise Financial Experience November 2007 - April 2009
Job Founder/Principal at Financial Advisor Placement Services 9783121656
Industry Financial Services
Experience
Financial Advisor Placement Services April 2009 - Present
Ameriprise Financial November 2007 - April 2009
Sun Life Financial November 2005 - May 2007
Pioneer Investments 2000 - 2005
North American Funds, Inc. 1997 - 2000
Skills
Series 7, Investments, Mutual Funds, Series 63, Retirement Planning, Equities, Wealth Management, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Securities, Strategic Financial..., Asset Managment, Bonds, Financial Services, Estate Planning, Investment Advisory, Fixed Income, Fixed Annuities, Finance, Financial Advisory, Retirement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2003
MBA, Finance
Princeton University 1981 — 1986
BA, Economics
Financial Advisor Placement Services April 2009 - Present
Ameriprise Financial November 2007 - April 2009
Sun Life Financial November 2005 - May 2007
Pioneer Investments 2000 - 2005
North American Funds, Inc. 1997 - 2000
Skills
Series 7, Investments, Mutual Funds, Series 63, Retirement Planning, Equities, Wealth Management, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Securities, Strategic Financial..., Asset Managment, Bonds, Financial Services, Estate Planning, Investment Advisory, Fixed Income, Fixed Annuities, Finance, Financial Advisory, Retirement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2003
MBA, Finance
Princeton University 1981 — 1986
BA, Economics
Todd Wold's Ameriprise Financial Experience April 2007 - February 2009
Job Assistant Professor, Director School of English and Communication Arts at North Central University
Industry Public Relations and Communications
Experience
North Central University June 2009 - Present
Bethel University Graduate School - MA Communication July 2011 - December 2013
Wold Creative Company 2000 - 2012
Ameriprise Financial April 2007 - February 2009
Ameriprise Retirement Services / Ameriprise Workplace Financial Planning March 2002 - April 2007
Ameriprise Retirement Services July 1997 - March 2002
Ameriprise Retirement Services January 1995 - July 1997
Skills
Public Relations, Journalism, Professional..., Organizational..., Communication Theory, Teaching, Social Media, Higher Education, Public Speaking, Editing, Strategic Communications, Leadership Development, Marketing, Program Development, Corporate Communications, Marketing Communications, Advertising, Research, Creative Direction, Program Management
Education
Bethel University 2006 — 2009
MA, Communication
University of Northwestern - St. Paul 1991 — 1993
BA, Communication, Summa Cum Laude
University of Northwestern - St. Paul 1991 — 1993
BA, Biblical Studies
North Central University 1988 — 1991
Communication
Rosemount High School 1984 — 1988
North Central University June 2009 - Present
Bethel University Graduate School - MA Communication July 2011 - December 2013
Wold Creative Company 2000 - 2012
Ameriprise Financial April 2007 - February 2009
Ameriprise Retirement Services / Ameriprise Workplace Financial Planning March 2002 - April 2007
Ameriprise Retirement Services July 1997 - March 2002
Ameriprise Retirement Services January 1995 - July 1997
Skills
Public Relations, Journalism, Professional..., Organizational..., Communication Theory, Teaching, Social Media, Higher Education, Public Speaking, Editing, Strategic Communications, Leadership Development, Marketing, Program Development, Corporate Communications, Marketing Communications, Advertising, Research, Creative Direction, Program Management
Education
Bethel University 2006 — 2009
MA, Communication
University of Northwestern - St. Paul 1991 — 1993
BA, Communication, Summa Cum Laude
University of Northwestern - St. Paul 1991 — 1993
BA, Biblical Studies
North Central University 1988 — 1991
Communication
Rosemount High School 1984 — 1988
Mark Keeling, MBA, CFP(R), CLU(R), CLTC Mark Keeling, MBA, CFP(R), CLU(R), CLTC's Ameriprise Financial Experience October 2001 - October 2005
Job at
Industry Financial Services
Experience
RiverSource January 2015 - Present
RiverSource December 2009 - January 2015
Mid American Financial Group October 2005 - December 2009
Ameriprise Financial October 2001 - October 2005
US Army Parachute Team 1997 - 2001
Skills
Series 7, Series 66, Series 24, Fixed Annuities, Retirement, Leadership, Retirement Planning, Asset Allocation, Financial Advisory, Series 63, Estate Planning, FINRA, 401k, 401k Rollovers, Securities, Finance, Life Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Financial Planning, Financial Services, IRAs, Investment Advisory, Uniform Combined State..., Variable Annuities, Insurance, Sales, Team Leadership, Disability Insurance
Education
Bethel University 2006 — 2008
MBA, Business Administration and Management, General
Saint Leo University 1998 — 2001
BS, Business Administration
Trevor G Browne High School 1985 — 1989
Minnesota State University, Mankato
RiverSource January 2015 - Present
RiverSource December 2009 - January 2015
Mid American Financial Group October 2005 - December 2009
Ameriprise Financial October 2001 - October 2005
US Army Parachute Team 1997 - 2001
Skills
Series 7, Series 66, Series 24, Fixed Annuities, Retirement, Leadership, Retirement Planning, Asset Allocation, Financial Advisory, Series 63, Estate Planning, FINRA, 401k, 401k Rollovers, Securities, Finance, Life Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Financial Planning, Financial Services, IRAs, Investment Advisory, Uniform Combined State..., Variable Annuities, Insurance, Sales, Team Leadership, Disability Insurance
Education
Bethel University 2006 — 2008
MBA, Business Administration and Management, General
Saint Leo University 1998 — 2001
BS, Business Administration
Trevor G Browne High School 1985 — 1989
Minnesota State University, Mankato
Salina Parrott Salina Parrott's Ameriprise Financial Experience February 2007 - September 2008
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty August 2015 - Present
HackerAgency April 2014 - April 2015
Atos September 2008 - April 2014
Ameriprise Financial February 2007 - September 2008
John L Scott Real Estate January 2005 - February 2007
University of Washington January 1999 - January 2001
Washington Mutual Bank January 1995 - January 1999
Skills
Strategic Financial..., Investment Banking, Retail Banking, Finance, Financial Modeling, Risk Management, Forecasting, Leadership, Financial Analysis, Investments, Account Reconciliation, Credit, Financial Forecasting, Cash Flow, Loans, Financial Reporting, Management, Budgets, Training, Analysis, Program Management, Financial Planning, Project Management, Marketing, Strategy, Marketing Strategy, Strategic Partnerships
Education
University of Washington 2003 — 2006
BA, Business - Finance
Bellevue Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Keller Williams Realty August 2015 - Present
HackerAgency April 2014 - April 2015
Atos September 2008 - April 2014
Ameriprise Financial February 2007 - September 2008
John L Scott Real Estate January 2005 - February 2007
University of Washington January 1999 - January 2001
Washington Mutual Bank January 1995 - January 1999
Skills
Strategic Financial..., Investment Banking, Retail Banking, Finance, Financial Modeling, Risk Management, Forecasting, Leadership, Financial Analysis, Investments, Account Reconciliation, Credit, Financial Forecasting, Cash Flow, Loans, Financial Reporting, Management, Budgets, Training, Analysis, Program Management, Financial Planning, Project Management, Marketing, Strategy, Marketing Strategy, Strategic Partnerships
Education
University of Washington 2003 — 2006
BA, Business - Finance
Bellevue Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Emmanuel Gilmore, CFP®'s Ameriprise Financial Experience October 2010 - May 2014
Job Managing Sales Director at Premier Wealth Group, an office of MetLife
Industry Financial Services
Dallas Johnson Dallas Johnson's Ameriprise Financial Experience May 1995 - July 2015
Job Musician and community engagement director
Industry Performing Arts
Experience
Self-employed August 2015 - Present
Red D Records and dallicious music publishing January 1972 - Present
Ameriprise Financial Services, Inc. May 1996 - July 2015
Ameriprise Financial May 1995 - July 2015
Skills
Financial Services, Retirement Planning, Series 7, Social Media, Business Intelligence, Project Management, Strategic Planning, Public Speaking, Leadership, Program Management, Event Planning, Music, Coaching, Training, Non-profits, Social Networking, Change Management, Analysis, Fundraising, Entrepreneurship, Social Media Marketing, Nonprofits, Management Consulting, Sales, Team Leadership, Small Business, Marketing, Management, Leadership Development, Strategy, Team Building, Process Improvement, Event Management, Marketing Strategy, Organizational..., Business Development, Public Relations, Marketing Communications
Education
Bemidji State University
PHS
Self-employed August 2015 - Present
Red D Records and dallicious music publishing January 1972 - Present
Ameriprise Financial Services, Inc. May 1996 - July 2015
Ameriprise Financial May 1995 - July 2015
Skills
Financial Services, Retirement Planning, Series 7, Social Media, Business Intelligence, Project Management, Strategic Planning, Public Speaking, Leadership, Program Management, Event Planning, Music, Coaching, Training, Non-profits, Social Networking, Change Management, Analysis, Fundraising, Entrepreneurship, Social Media Marketing, Nonprofits, Management Consulting, Sales, Team Leadership, Small Business, Marketing, Management, Leadership Development, Strategy, Team Building, Process Improvement, Event Management, Marketing Strategy, Organizational..., Business Development, Public Relations, Marketing Communications
Education
Bemidji State University
PHS
Rajashree (Raj) Rao Rajashree (Raj) Rao's Ameriprise Financial Experience August 2011 - Present
Job Senior Director Application Development at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial August 2011 - Present
Ameriprise Financial Services, Inc. July 2006 - August 2011
UnitedHealth Group September 2004 - July 2006
ADC August 2003 - September 2004
Cigna January 2002 - September 2003
Ajilon Consulting September 1997 - December 2002
Tata Consultancy Services September 1995 - August 1997
Skills
SDLC, Program Management, Vendor Management, Project Management, Leadership, Management, PMO, Team Leadership, Project Planning, IT Strategy, Software Project..., Project Portfolio..., Business Development, Executive-level..., Applications..., Mergers & Acquisitions, Portfolio Management, Risk Management, Business Analysis, Relationship Management, Process Improvement, ITIL, Financial Services, Banking, Retail, Requirements Gathering, Production Managment, Indian Classical Music
Education
Bharathidasan University 1992 — 1995
Masters, Computer Science
Mahatma Gandhi University 1987 — 1992
BSC, Mathematics
St. Xavier's College 1987 — 1992
HIgher Secondary School, Mathematics
Mahatma Gandhi University 1987 — 1989
Pre-Degree, Mathematics
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial August 2011 - Present
Ameriprise Financial Services, Inc. July 2006 - August 2011
UnitedHealth Group September 2004 - July 2006
ADC August 2003 - September 2004
Cigna January 2002 - September 2003
Ajilon Consulting September 1997 - December 2002
Tata Consultancy Services September 1995 - August 1997
Skills
SDLC, Program Management, Vendor Management, Project Management, Leadership, Management, PMO, Team Leadership, Project Planning, IT Strategy, Software Project..., Project Portfolio..., Business Development, Executive-level..., Applications..., Mergers & Acquisitions, Portfolio Management, Risk Management, Business Analysis, Relationship Management, Process Improvement, ITIL, Financial Services, Banking, Retail, Requirements Gathering, Production Managment, Indian Classical Music
Education
Bharathidasan University 1992 — 1995
Masters, Computer Science
Mahatma Gandhi University 1987 — 1992
BSC, Mathematics
St. Xavier's College 1987 — 1992
HIgher Secondary School, Mathematics
Mahatma Gandhi University 1987 — 1989
Pre-Degree, Mathematics
Emily Endler, PHR, SHRM-CP Emily Endler, PHR, SHRM-CP's Ameriprise Financial Experience May 2002 - August 2003
Job Talent Strategist at Humana
Industry Hospital & Health Care
Experience
Humana September 2013 - Present
Clinovations March 2013 - September 2013
Humana January 2011 - March 2013
Constellation Energy August 2006 - January 2011
NatCity Investments/National City Bank September 2003 - July 2006
Ameriprise Financial May 2002 - August 2003
GE Consumer & Industrial August 2000 - May 2002
Skills
Talent Acquisition, Recruiting, Executive Recruiting, Executive Search, College Recruiting, Full life cycle..., Clinical Recruiting, Technical Recruiting, Sourcing, Interviews, Leadership, Management, Process Improvement, Program Management, Strategy, Healthcare, Training, Applicant Tracking..., Strategic Planning, Onboarding, Employee Relations, Employee Benefits, Analysis, New Hire Orientations, PeopleSoft, Sales
Education
Bellarmine University
Bachelor of Arts (B.A.), Double Major in History and Foreign Languages and International Studies
University of Louisville
Master of Business Administration (M.B.A.)
Université Rennes 2
French History and Culture
Humana September 2013 - Present
Clinovations March 2013 - September 2013
Humana January 2011 - March 2013
Constellation Energy August 2006 - January 2011
NatCity Investments/National City Bank September 2003 - July 2006
Ameriprise Financial May 2002 - August 2003
GE Consumer & Industrial August 2000 - May 2002
Skills
Talent Acquisition, Recruiting, Executive Recruiting, Executive Search, College Recruiting, Full life cycle..., Clinical Recruiting, Technical Recruiting, Sourcing, Interviews, Leadership, Management, Process Improvement, Program Management, Strategy, Healthcare, Training, Applicant Tracking..., Strategic Planning, Onboarding, Employee Relations, Employee Benefits, Analysis, New Hire Orientations, PeopleSoft, Sales
Education
Bellarmine University
Bachelor of Arts (B.A.), Double Major in History and Foreign Languages and International Studies
University of Louisville
Master of Business Administration (M.B.A.)
Université Rennes 2
French History and Culture
David Reynolds, CFP®, ChFC®, AAMS® David Reynolds, CFP®, ChFC®, AAMS®'s Ameriprise Financial Experience 1999 - 2009
Job Senior Vice President, Wealth Director at PNC Wealth Management
Industry Financial Services
Experience
PNC March 2015 - Present
TIAA-CREF August 2012 - March 2015
Fisher Investments 2009 - 2010
Ameriprise Financial 1999 - 2009
Education
Bethany College 1993 — 1997
BA- Business Administration, Finance
PNC March 2015 - Present
TIAA-CREF August 2012 - March 2015
Fisher Investments 2009 - 2010
Ameriprise Financial 1999 - 2009
Education
Bethany College 1993 — 1997
BA- Business Administration, Finance
Alex Luten Alex Luten's Ameriprise Financial Experience December 2006 - May 2007
Job Journeyman Professional Seeking Management Opportunity
Industry Financial Services
Experience
Farmers Insurance January 2015 - April 2015
Kroger September 2007 - December 2014
Ameriprise Financial December 2006 - May 2007
USAA September 2005 - March 2006
Talis Advisory Services, LLC December 2004 - May 2005
BBVA Compass December 2003 - September 2004
Skills
Life Insurance, Insurance, Banking, Sales, Financial Services, Finance, Leadership, Investments, Management, Financial Analysis, Customer Service, Property & Casualty..., Client Development, Grocery, Retail Sales, Problem Solving
Education
Baylor University
Bachelor’s Degree
Farmers Insurance January 2015 - April 2015
Kroger September 2007 - December 2014
Ameriprise Financial December 2006 - May 2007
USAA September 2005 - March 2006
Talis Advisory Services, LLC December 2004 - May 2005
BBVA Compass December 2003 - September 2004
Skills
Life Insurance, Insurance, Banking, Sales, Financial Services, Finance, Leadership, Investments, Management, Financial Analysis, Customer Service, Property & Casualty..., Client Development, Grocery, Retail Sales, Problem Solving
Education
Baylor University
Bachelor’s Degree
Connor Langan Connor Langan's Ameriprise Financial Experience November 2011 - May 2012
Job Real Estate Agent
Industry Real Estate
Experience
Keller Williams Realty East Valley April 2015 - Present
JDA Software February 2013 - March 2015
Digital - The Fruth Group August 2012 - February 2013
Chicago Golf Club 2001 - June 2012
Ameriprise Financial November 2011 - May 2012
Skills
Finance, Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Customer Service, Sales, Leadership, Marketing, Market Research, Account Management, PowerPoint, Microsoft Word, Financial Reporting, Access, Outlook, Insurance, Public Speaking, Real Estate, Real Estate Transactions
Education
Arizona School of Real Estate & Business
Benedictine University 2009 — 2012
Bachelor, Finance
College of DuPage 2007 — 2009
N/A
Wheaton North
Wheaton North
Keller Williams Realty East Valley April 2015 - Present
JDA Software February 2013 - March 2015
Digital - The Fruth Group August 2012 - February 2013
Chicago Golf Club 2001 - June 2012
Ameriprise Financial November 2011 - May 2012
Skills
Finance, Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Customer Service, Sales, Leadership, Marketing, Market Research, Account Management, PowerPoint, Microsoft Word, Financial Reporting, Access, Outlook, Insurance, Public Speaking, Real Estate, Real Estate Transactions
Education
Arizona School of Real Estate & Business
Benedictine University 2009 — 2012
Bachelor, Finance
College of DuPage 2007 — 2009
N/A
Wheaton North
Wheaton North
Kannan Subramaniam Kannan Subramaniam's Ameriprise Financial Experience November 2006 - March 2008
Job Vice President at Comcast
Industry Information Technology and Services
Experience
Comcast April 2014 - Present
Comcast September 2011 - March 2014
Cognizant Technology Solutions July 2010 - July 2011
Lloyds Banking Group June 2009 - November 2010
Cognizant Technology Solutions April 2008 - May 2009
Ameriprise Financial November 2006 - March 2008
First Data Commercial Services March 2003 - August 2005
Consultant at First Data Merchant Services 1999 - 2003
IMS Health May 1997 - December 1998
IMS Health June 1996 - April 1997
Skills
Testing, Test Management, Strategy, Enterprise Software, Integration, SDLC, Quality Assurance, SQL, Program Management, Project Management, Management, Test Automation, Business Development, Leadership, Enterprise Architecture, IT Strategy, Unix, Solution Architecture, User Acceptance Testing, Offshoring, Agile Methodologies, Payments, Business Intelligence, Requirements Analysis, Banking, Budgets, PMP, Software Development..., Outsourcing, Manufacturing, Strategic Planning, Requirements Gathering, Vendor Management, Quality Center, Software Quality..., Agile Project Management, Financial Services, Software Project..., SOA, Data Warehousing, Java Enterprise Edition, Metrics, Project Delivery, Data Management, Pre-sales, Transition Management, ITIL, Six Sigma, Mergers & Acquisitions, Software Development
Education
Birla Institute of Technology 2000 — 2002
Master's Degree, Information Technology
PSG College of Technology 1992 — 1996
Bachelor's Degree, Production Engineering
Sri Sowdeswari Vidyalaya 1990 — 1992
Higher Secondary
Mani Higher Secondary School 1985 — 1990
Aptech
Diploma, Computer Programming
NAMIC
Comcast April 2014 - Present
Comcast September 2011 - March 2014
Cognizant Technology Solutions July 2010 - July 2011
Lloyds Banking Group June 2009 - November 2010
Cognizant Technology Solutions April 2008 - May 2009
Ameriprise Financial November 2006 - March 2008
First Data Commercial Services March 2003 - August 2005
Consultant at First Data Merchant Services 1999 - 2003
IMS Health May 1997 - December 1998
IMS Health June 1996 - April 1997
Skills
Testing, Test Management, Strategy, Enterprise Software, Integration, SDLC, Quality Assurance, SQL, Program Management, Project Management, Management, Test Automation, Business Development, Leadership, Enterprise Architecture, IT Strategy, Unix, Solution Architecture, User Acceptance Testing, Offshoring, Agile Methodologies, Payments, Business Intelligence, Requirements Analysis, Banking, Budgets, PMP, Software Development..., Outsourcing, Manufacturing, Strategic Planning, Requirements Gathering, Vendor Management, Quality Center, Software Quality..., Agile Project Management, Financial Services, Software Project..., SOA, Data Warehousing, Java Enterprise Edition, Metrics, Project Delivery, Data Management, Pre-sales, Transition Management, ITIL, Six Sigma, Mergers & Acquisitions, Software Development
Education
Birla Institute of Technology 2000 — 2002
Master's Degree, Information Technology
PSG College of Technology 1992 — 1996
Bachelor's Degree, Production Engineering
Sri Sowdeswari Vidyalaya 1990 — 1992
Higher Secondary
Mani Higher Secondary School 1985 — 1990
Aptech
Diploma, Computer Programming
NAMIC
Jaimie Curtin's Ameriprise Financial Experience September 2009 - November 2009
Job MBA Candidate at Boston College Carroll School of Management; JD from Boston College Law School
Industry Law Practice
Experience
athenahealth February 2015 - May 2015
Harvard Management Company May 2014 - August 2014
Nelson Kinder + Mosseau, PC July 2013 - May 2014
Bonin & Marashian May 2013 - May 2014
Boston Development Group October 2012 - February 2013
Boston Development Group August 2011 - September 2012
Imaginatik January 2011 - June 2011
Arnold Worldwide June 2010 - August 2010
Ameriprise Financial September 2009 - November 2009
Skills
Social Media Marketing, Social Media, Facebook, PowerPoint, Marketing, Marketing Communications, Event Planning, Public Relations, Microsoft Excel, Market Research, Business Planning, Business Strategy, Market Analysis, Research, Legal Research, Real Estate, Microsoft Word, Microsoft Office, Outlook, Advertising, Marketing Strategy, Social Networking, Marketing Research, Leadership, Time Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Boston College Law School 2013 — 2014
Doctor of Law (J.D.), Law
Bentley University 2008 — 2011
Bachelor of Science (B.S.), Marketing
Walpole High School
athenahealth February 2015 - May 2015
Harvard Management Company May 2014 - August 2014
Nelson Kinder + Mosseau, PC July 2013 - May 2014
Bonin & Marashian May 2013 - May 2014
Boston Development Group October 2012 - February 2013
Boston Development Group August 2011 - September 2012
Imaginatik January 2011 - June 2011
Arnold Worldwide June 2010 - August 2010
Ameriprise Financial September 2009 - November 2009
Skills
Social Media Marketing, Social Media, Facebook, PowerPoint, Marketing, Marketing Communications, Event Planning, Public Relations, Microsoft Excel, Market Research, Business Planning, Business Strategy, Market Analysis, Research, Legal Research, Real Estate, Microsoft Word, Microsoft Office, Outlook, Advertising, Marketing Strategy, Social Networking, Marketing Research, Leadership, Time Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Boston College Law School 2013 — 2014
Doctor of Law (J.D.), Law
Bentley University 2008 — 2011
Bachelor of Science (B.S.), Marketing
Walpole High School
Ted Williams, CFP®, MBA's Ameriprise Financial Experience July 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial July 1987 - Present
Millersville University January 1996 - December 2005
Education
Bloomsburg University of Pennsylvania 1985 — 1986
MBA, Business
Bloomsburg University of Pennsylvania 1981 — 1985
BS, Business Economics
Ameriprise Financial July 1987 - Present
Millersville University January 1996 - December 2005
Education
Bloomsburg University of Pennsylvania 1985 — 1986
MBA, Business
Bloomsburg University of Pennsylvania 1981 — 1985
BS, Business Economics
Patrick Jamieson Patrick Jamieson's Ameriprise Financial Experience September 2008 - December 2008
Job Associate Director, Business Development & Licensing at GSK Consumer Healthcare
Industry Pharmaceuticals
Experience
GSK July 2014 - Present
Novartis Consumer Health June 2013 - July 2014
Thermo Fisher Scientific September 2012 - June 2013
Thermo Fisher Scientific August 2011 - September 2012
Thermo Fisher Scientific June 2009 - August 2011
Ameriprise Financial September 2008 - December 2008
Grasp Business Associates September 2007 - December 2007
Skills
SAP, Cognos, Financial Modeling, Forecasting, Trend Analysis, Economics, Strategy, Financial Reporting, Financial Analysis, Analysis, Cost Accounting, Strategic Financial..., Mergers & Acquisitions, Accounting, Due Diligence, Finance, Budgets, Business Process..., Valuation
Education
Bentley University 2005 — 2009
Bachelor of Science, Economics-Finance; Liberal Studies: Global Perspectives
Copenhagen Business School 2008 — 2008
Bachelor of Science, Economics-Finance
Penfield High School 2001 — 2005
GSK July 2014 - Present
Novartis Consumer Health June 2013 - July 2014
Thermo Fisher Scientific September 2012 - June 2013
Thermo Fisher Scientific August 2011 - September 2012
Thermo Fisher Scientific June 2009 - August 2011
Ameriprise Financial September 2008 - December 2008
Grasp Business Associates September 2007 - December 2007
Skills
SAP, Cognos, Financial Modeling, Forecasting, Trend Analysis, Economics, Strategy, Financial Reporting, Financial Analysis, Analysis, Cost Accounting, Strategic Financial..., Mergers & Acquisitions, Accounting, Due Diligence, Finance, Budgets, Business Process..., Valuation
Education
Bentley University 2005 — 2009
Bachelor of Science, Economics-Finance; Liberal Studies: Global Perspectives
Copenhagen Business School 2008 — 2008
Bachelor of Science, Economics-Finance
Penfield High School 2001 — 2005
Kelley Markella's Ameriprise Financial Experience December 2009 - June 2011
Job Cloud Management Specialist at CloudHealth Technologies, Inc.
Industry Computer Software
Experience
CloudHealth Technologies, Inc. May 2014 - Present
HP Vertica October 2013 - May 2014
HP Vertica September 2012 - October 2013
NameMedia May 2012 - September 2012
Peoplefluent June 2011 - January 2012
Ameriprise Financial December 2009 - June 2011
Skills
Cloud Computing, Salesforce.com, SaaS, Lead Generation, Sales, Enterprise Software, Solution Selling, Direct Sales, Start-ups, Amazon Web Services..., Strategic Partnerships, Management, Agile Methodologies, Software Development, Leadership, Integration
Education
Bentley University 2008 — 2012
Bachelor of Science, Marketing
CloudHealth Technologies, Inc. May 2014 - Present
HP Vertica October 2013 - May 2014
HP Vertica September 2012 - October 2013
NameMedia May 2012 - September 2012
Peoplefluent June 2011 - January 2012
Ameriprise Financial December 2009 - June 2011
Skills
Cloud Computing, Salesforce.com, SaaS, Lead Generation, Sales, Enterprise Software, Solution Selling, Direct Sales, Start-ups, Amazon Web Services..., Strategic Partnerships, Management, Agile Methodologies, Software Development, Leadership, Integration
Education
Bentley University 2008 — 2012
Bachelor of Science, Marketing
Mani Shanmugavel, CSM, PMP Mani Shanmugavel, CSM, PMP's Ameriprise Financial Experience January 2007 - June 2013
Job Program manager
Industry Information Technology and Services
Experience
Express Scripts March 2014 - Present
Target Corp July 2013 - February 2014
Ameriprise Financial January 2007 - June 2013
Michelin tires (as CGI Inc's consultant) April 1997 - December 2006
Skills
Program Management, PMO, Business Intelligence, Vendor Management, Process Improvement, IT Strategy, Cross-functional Team..., PMP, Software Project..., Change Management, Quality Assurance, Resource Management, MS Project, Software Development, Project Estimation, PMI, Project Planning, Requirements Gathering, Risk Management, Requirements Analysis, Project Delivery, Agile Project Management, Integration, Remote Team Management, manufacturing, Function Point Analysis, PMBOK, Data Warehousing, Agile, SDLC, Waterfall, Mentoring, Release Management, six sigma black belt, SOX, finance, Retail, Quality, CMMI, Software Estimation, Black Belt, Order to Cash, Clarity, Training & Development, Performance Tuning, Certified Project..., Software Implementation, Scope Management, Project Implementation, CMM
Education
Bharathiar University 1993 — 1996
Bachelor of Science, Computer Science
Lisieux Hr Sec school 1987 — 1990
Express Scripts March 2014 - Present
Target Corp July 2013 - February 2014
Ameriprise Financial January 2007 - June 2013
Michelin tires (as CGI Inc's consultant) April 1997 - December 2006
Skills
Program Management, PMO, Business Intelligence, Vendor Management, Process Improvement, IT Strategy, Cross-functional Team..., PMP, Software Project..., Change Management, Quality Assurance, Resource Management, MS Project, Software Development, Project Estimation, PMI, Project Planning, Requirements Gathering, Risk Management, Requirements Analysis, Project Delivery, Agile Project Management, Integration, Remote Team Management, manufacturing, Function Point Analysis, PMBOK, Data Warehousing, Agile, SDLC, Waterfall, Mentoring, Release Management, six sigma black belt, SOX, finance, Retail, Quality, CMMI, Software Estimation, Black Belt, Order to Cash, Clarity, Training & Development, Performance Tuning, Certified Project..., Software Implementation, Scope Management, Project Implementation, CMM
Education
Bharathiar University 1993 — 1996
Bachelor of Science, Computer Science
Lisieux Hr Sec school 1987 — 1990
Bruno Marques CFP®, CRPC®'s Ameriprise Financial Experience August 2002 - Present
Job Financial Advisor at AGP Wealth Advisors Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2002 - Present
Idaho State Tax Commission September 2001 - August 2002
Education
Boise State University 1997 — 2001
BBA, Finance and Accounting
Ameriprise Financial August 2002 - Present
Idaho State Tax Commission September 2001 - August 2002
Education
Boise State University 1997 — 2001
BBA, Finance and Accounting
Richard Doyle's Ameriprise Financial Experience August 2006 - May 2007
Job Advisory Manager at Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche August 2008 - Present
The Rockport Company August 2007 - May 2008
Deloitte & Touche (Boston, MA) June 2007 - August 2007
Ameriprise Financial August 2006 - May 2007
Skills
Internal Controls, GIPS, GIPS Compliance, SOC 1, Compliance, Investment Company Act, Investment Advisers Act, Investment Management, Asset Managment, Art, SAS70, Readiness Assessments, SSAE16, Risk Management, Enterprise Risk..., Operational Risk
Education
Bentley University 2004 — 2008
BS, Corporate Finance & Accounting
Deloitte & Touche August 2008 - Present
The Rockport Company August 2007 - May 2008
Deloitte & Touche (Boston, MA) June 2007 - August 2007
Ameriprise Financial August 2006 - May 2007
Skills
Internal Controls, GIPS, GIPS Compliance, SOC 1, Compliance, Investment Company Act, Investment Advisers Act, Investment Management, Asset Managment, Art, SAS70, Readiness Assessments, SSAE16, Risk Management, Enterprise Risk..., Operational Risk
Education
Bentley University 2004 — 2008
BS, Corporate Finance & Accounting
Michael Capofari's Ameriprise Financial Experience January 2011 - May 2011
Job Consultant at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting September 2015 - Present
Kinsella Arts Incorporated September 2011 - Present
The Hartford February 2014 - September 2015
Susan G. Komen Connecticut 2014 - 2015
The Hartford July 2011 - February 2014
Ameriprise Financial January 2011 - May 2011
Isovera Inc. June 2010 - May 2011
Bentley University Women's Basketball Program October 2008 - April 2011
Skills
Project Management, Analysis, Business Analysis, SharePoint, Process Improvement, Business Intelligence, Microsoft BI Suite, PowerPivot, Social Recruiting, Consulting, Dashboarding, Training, Microsoft Office
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance & Economics and Liberal Studies, Global Sustainability
Universidad Pontificia Comillas 2010 — 2010
Study Abroad Program 2009
Slalom Consulting September 2015 - Present
Kinsella Arts Incorporated September 2011 - Present
The Hartford February 2014 - September 2015
Susan G. Komen Connecticut 2014 - 2015
The Hartford July 2011 - February 2014
Ameriprise Financial January 2011 - May 2011
Isovera Inc. June 2010 - May 2011
Bentley University Women's Basketball Program October 2008 - April 2011
Skills
Project Management, Analysis, Business Analysis, SharePoint, Process Improvement, Business Intelligence, Microsoft BI Suite, PowerPivot, Social Recruiting, Consulting, Dashboarding, Training, Microsoft Office
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance & Economics and Liberal Studies, Global Sustainability
Universidad Pontificia Comillas 2010 — 2010
Study Abroad Program 2009
Kristie Strubeck, CRPC's Ameriprise Financial Experience March 2007 - May 2012
Job
Industry Accounting
Experience
Ameriprise Financial March 2007 - May 2012
Washington Post Newseek Interactive March 1996 - November 2001
Newsweek, Inc. 1993 - 1996
Blommer Chocolate Co. 1991 - 1993
Skills
Portfolio Management, Series 7, Series 66, PA Life and Health, Personal Financial..., Investment Research, Financial Metrics, Accounting Software..., Financial Report Writing, Financial Variance...
Education
Bloomsburg University of Pennsylvania 1987 — 1991
B.S., Accounting
Ameriprise Financial March 2007 - May 2012
Washington Post Newseek Interactive March 1996 - November 2001
Newsweek, Inc. 1993 - 1996
Blommer Chocolate Co. 1991 - 1993
Skills
Portfolio Management, Series 7, Series 66, PA Life and Health, Personal Financial..., Investment Research, Financial Metrics, Accounting Software..., Financial Report Writing, Financial Variance...
Education
Bloomsburg University of Pennsylvania 1987 — 1991
B.S., Accounting
LaJuan McIntyre's Ameriprise Financial Experience December 2004 - July 2008
Job Legal Assistant at Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP
Industry Management Consulting
Experience
Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP, through Robert Half Legal June 2015 - Present
Jackson Lewis P.C. through Robert Half Legal May 2015 - June 2015
CenterPoint Legal Solutions, LLC through Robert Half Legal April 2015 - May 2015
Stinson Leonard Street LLP (Contract - Special Counsel) December 2014 - January 2015
Gassen Companies, Inc. December 2013 - November 2014
Various June 2011 - September 2013
Freeport West, Inc July 2008 - February 2010
Ameriprise Financial December 2004 - July 2008
Amerprise Financial May 2003 - December 2004
United States Department of Agriculture (APHIS) August 2002 - May 2003
Skills
Legal Research, Legal Writing, Westlaw, Legal Assistance, Litigation Support, Microsoft Office, Administrative..., Calendaring, Research, Project Management, Outlook, Non-profits, Notary Public, Leadership, Public Speaking, Nonprofits, Human Resources, Analysis
Education
Globe University 2010 — 2011
Post-Baccalaureate Certificate
Bethel University 2004 — 2006
Master of Arts
Bethel College 1998 — 2001
Bachelor of Arts
Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP, through Robert Half Legal June 2015 - Present
Jackson Lewis P.C. through Robert Half Legal May 2015 - June 2015
CenterPoint Legal Solutions, LLC through Robert Half Legal April 2015 - May 2015
Stinson Leonard Street LLP (Contract - Special Counsel) December 2014 - January 2015
Gassen Companies, Inc. December 2013 - November 2014
Various June 2011 - September 2013
Freeport West, Inc July 2008 - February 2010
Ameriprise Financial December 2004 - July 2008
Amerprise Financial May 2003 - December 2004
United States Department of Agriculture (APHIS) August 2002 - May 2003
Skills
Legal Research, Legal Writing, Westlaw, Legal Assistance, Litigation Support, Microsoft Office, Administrative..., Calendaring, Research, Project Management, Outlook, Non-profits, Notary Public, Leadership, Public Speaking, Nonprofits, Human Resources, Analysis
Education
Globe University 2010 — 2011
Post-Baccalaureate Certificate
Bethel University 2004 — 2006
Master of Arts
Bethel College 1998 — 2001
Bachelor of Arts
John Talbert's Ameriprise Financial Experience February 2009 - April 2009
Job Certified General Real Estate Appraiser at McGuigan & Associates
Industry Real Estate
Experience
McGuigan & Associates April 2013 - Present
Jackson-Claborn, Inc. July 2009 - March 2013
Ameriprise Financial February 2009 - April 2009
Skills
Real Estate, Appraisals, Investment Properties, Vacant Land, REO, Foreclosures, Industrial Properties, Relocation, Single Family Homes, FHA, Highest & Best Use, Residential Homes, Apartments, Certified Residential, USPAP, Appraising, Appraisers, Multi-family Investment..., For Sale By Owner
Education
Baylor University 2004 — 2008
Bachelor of Business Administration (BBA), Real Estate
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Real Estate, Management
McGuigan & Associates April 2013 - Present
Jackson-Claborn, Inc. July 2009 - March 2013
Ameriprise Financial February 2009 - April 2009
Skills
Real Estate, Appraisals, Investment Properties, Vacant Land, REO, Foreclosures, Industrial Properties, Relocation, Single Family Homes, FHA, Highest & Best Use, Residential Homes, Apartments, Certified Residential, USPAP, Appraising, Appraisers, Multi-family Investment..., For Sale By Owner
Education
Baylor University 2004 — 2008
Bachelor of Business Administration (BBA), Real Estate
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Real Estate, Management
Andy Pearce's Ameriprise Financial Experience February 2011 - October 2011
Job Sales Specialist at CrankyApe.com
Industry Marketing and Advertising
Experience
CrankyApe.com August 2015 - Present
Aerotek July 2012 - July 2015
Tousley Motorsports October 2011 - July 2012
Ameriprise Financial February 2011 - October 2011
NL Motor September 2008 - February 2011
Voyageur Asset Management June 2008 - August 2008
Polaris Industries April 2008 - April 2008
Never Satisfied Customs January 2003 - January 2007
Skills
Advertising, Automotive, Online Marketing, Online Advertising, Competitive Analysis, Social Networking, Social Media Marketing, Technical Recruiting, Interviewing Skills, Screening, Sourcing, Negotiation, Business Development, Complaince, Critical Thinking, Professional..., Healthcare, Adobe Creative Suite, Marketing, Market Research, Facebook, Recruiting, Management, Sales, Staffing Services, Cold Calling, Temporary Placement, Customer Service
Education
Bethel University 2006 — 2009
Business, Marketing
Northwestern College 2006 — 2007
Business
CrankyApe.com August 2015 - Present
Aerotek July 2012 - July 2015
Tousley Motorsports October 2011 - July 2012
Ameriprise Financial February 2011 - October 2011
NL Motor September 2008 - February 2011
Voyageur Asset Management June 2008 - August 2008
Polaris Industries April 2008 - April 2008
Never Satisfied Customs January 2003 - January 2007
Skills
Advertising, Automotive, Online Marketing, Online Advertising, Competitive Analysis, Social Networking, Social Media Marketing, Technical Recruiting, Interviewing Skills, Screening, Sourcing, Negotiation, Business Development, Complaince, Critical Thinking, Professional..., Healthcare, Adobe Creative Suite, Marketing, Market Research, Facebook, Recruiting, Management, Sales, Staffing Services, Cold Calling, Temporary Placement, Customer Service
Education
Bethel University 2006 — 2009
Business, Marketing
Northwestern College 2006 — 2007
Business
Gregory A. Farland, CFP®, AIF®'s Ameriprise Financial Experience January 1998 - January 2007
Job CEO of The Farland Group
Industry Financial Services
Experience
The Farland Group January 2007 - Present
Ameriprise Financial January 1998 - January 2007
Raytheon September 1996 - January 1998
Skills
Private Wealth..., Retirement Planning, Estate Planning
Education
Bentley University 1992 — 1996
Bachelors, Finance
The Farland Group January 2007 - Present
Ameriprise Financial January 1998 - January 2007
Raytheon September 1996 - January 1998
Skills
Private Wealth..., Retirement Planning, Estate Planning
Education
Bentley University 1992 — 1996
Bachelors, Finance
Alissa Minion's Ameriprise Financial Experience July 1996 - October 2006
Job Volunteer Advocate at Emergency Foodshelf Network
Industry Human Resources
Experience
Blue Cross September 2010 - Present
Emergency Foodshelf Network February 2009 - Present
Adobe 2005 - 2013
Blue Cross and Blue Shield of Minnesota 2010 - 2012
Kelly Services April 2009 - May 2010
Kelly Services December 2008 - March 2009
Kelly Services September 2008 - November 2008
Kelly Services January 2008 - September 2008
Ameriprise Financial July 1996 - October 2006
Project Offstreets 1999 - 2001
Skills
Resume Writing
Education
Bethel University
BA, Organizational Studies
Blue Cross September 2010 - Present
Emergency Foodshelf Network February 2009 - Present
Adobe 2005 - 2013
Blue Cross and Blue Shield of Minnesota 2010 - 2012
Kelly Services April 2009 - May 2010
Kelly Services December 2008 - March 2009
Kelly Services September 2008 - November 2008
Kelly Services January 2008 - September 2008
Ameriprise Financial July 1996 - October 2006
Project Offstreets 1999 - 2001
Skills
Resume Writing
Education
Bethel University
BA, Organizational Studies
Jessica Byus's Ameriprise Financial Experience January 2010 - May 2011
Job Associate Marketing ManagerAcquisition at Boden
Industry Marketing and Advertising
Experience
Boden July 2014 - Present
Boden April 2013 - Present
New England Patriots May 2011 - April 2013
Kraft Sports Group May 2010 - May 2011
Ameriprise Financial January 2010 - May 2011
Bentley University May 2007 - May 2011
Skills
Social Media Marketing, Event Management, Facebook, Event Planning, PowerPoint, Public Speaking, Social Networking, Sports Marketing, Marketing, Marketing Communications, Microsoft Office, Social Media, Direct Marketing, Market Research, Email Marketing, Press Releases, Sponsorship, Blogging, Public Relations, Advertising, Online Marketing
Education
Bentley University 2007 — 2011
BS, Marketing, Accounting
Boden July 2014 - Present
Boden April 2013 - Present
New England Patriots May 2011 - April 2013
Kraft Sports Group May 2010 - May 2011
Ameriprise Financial January 2010 - May 2011
Bentley University May 2007 - May 2011
Skills
Social Media Marketing, Event Management, Facebook, Event Planning, PowerPoint, Public Speaking, Social Networking, Sports Marketing, Marketing, Marketing Communications, Microsoft Office, Social Media, Direct Marketing, Market Research, Email Marketing, Press Releases, Sponsorship, Blogging, Public Relations, Advertising, Online Marketing
Education
Bentley University 2007 — 2011
BS, Marketing, Accounting
Jason Melmed's Ameriprise Financial Experience August 2009 - May 2010
Job Business Analyst
Industry Market Research
Experience
State Street November 2011 - March 2014
Holcim September 2011 - October 2011
Public Consulting Group February 2011 - February 2011
Ameriprise Financial August 2009 - May 2010
Webster Bank May 2008 - August 2008
Bloom Hill Farm Ice Cream Shop June 2007 - August 2007
Central Connecticut State University May 2007 - July 2007
Melly's Ice Cream May 2000 - January 2006
Skills
Budgets, Finance, Investments, Marketing Strategy, Financial Analysis, Strategy, Accounting
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance, Law
Royal Melbourne Institute of Technology 2009 — 2009
State Street November 2011 - March 2014
Holcim September 2011 - October 2011
Public Consulting Group February 2011 - February 2011
Ameriprise Financial August 2009 - May 2010
Webster Bank May 2008 - August 2008
Bloom Hill Farm Ice Cream Shop June 2007 - August 2007
Central Connecticut State University May 2007 - July 2007
Melly's Ice Cream May 2000 - January 2006
Skills
Budgets, Finance, Investments, Marketing Strategy, Financial Analysis, Strategy, Accounting
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance, Law
Royal Melbourne Institute of Technology 2009 — 2009
Vicki Riddle's Ameriprise Financial Experience March 2006 - February 2009
Job Coowner of VMR Enterprises
Industry Program Development
Experience
VMR Enterprises February 2007 - Present
Diamond V Ranch 1987 - Present
Ameriprise Financial March 2006 - February 2009
American Express Financial Advisors 2003 - 2006
American Express Financial Advisors 1997 - 2003
Skills
Management, Sourcing, Marketing, Strategic Planning, Strategy, Leadership, Marketing Strategy, Program Management, Coaching, Team Building, Marketing Communications, Cross-functional Team..., Financial Services, Change Management, Project Management, Social Media, Email Marketing, Advertising
Education
St. Cloud State University 1991 — 1994
BS
Bismarck State College
Associate of Arts (AA)
VMR Enterprises February 2007 - Present
Diamond V Ranch 1987 - Present
Ameriprise Financial March 2006 - February 2009
American Express Financial Advisors 2003 - 2006
American Express Financial Advisors 1997 - 2003
Skills
Management, Sourcing, Marketing, Strategic Planning, Strategy, Leadership, Marketing Strategy, Program Management, Coaching, Team Building, Marketing Communications, Cross-functional Team..., Financial Services, Change Management, Project Management, Social Media, Email Marketing, Advertising
Education
St. Cloud State University 1991 — 1994
BS
Bismarck State College
Associate of Arts (AA)
Dan McKenzie's Ameriprise Financial Experience September 2011 - January 2012
Job Sr. Project Manager, working through Virtelligence, on assignment at Optum Health (United Health Group)
Industry Information Technology and Services
Experience
Optum Health (United Health Group) January 2014 - April 2014
Best Buy 2013 - 2013
Prime Therapeutics 2012 - 2013
Ameriprise Financial September 2011 - January 2012
Capella University June 2011 - September 2011
Target November 2010 - May 2011
Wells Fargo July 2009 - September 2010
Medtronic December 2007 - June 2009
Boston Scientific June 2007 - November 2007
Ameriprise Financial Services, Inc. June 2006 - June 2007
Skills
Retail, Healthcare, Logistics, Airlines, Supply Chain, Warehousing, Inventory Management, Supply Chain Management, Flight Operations, ERP, Healthcare IT, Stores, Customer Relations, Customer Service, Government, Software Documentation, Change Management, Healthcare Information..., Process Improvement, Business Analysis, Visio, SharePoint, Requirements Gathering, SDLC, Vendor Management, Testing, Business Requirements, Leadership, Business Process, Requirements Analysis, Business Process..., Flights, Program Management, MS Project, Integration, CRM, Agile Methodologies, PMO, Project Management, Agile Project Management, Software Development, Project Planning, Management, Quality Assurance, Analysis, Data Warehousing, Resource Management, Strategy, Training, PMP
Education
University of Minnesota-Twin Cities 1984 — 1986
Doctor of Arts
Wichita State University 1978 — 1980
Master of Arts, Music
Bemidji State University 1974 — 1978
Bachelor of Science, Music Education
Optum Health (United Health Group) January 2014 - April 2014
Best Buy 2013 - 2013
Prime Therapeutics 2012 - 2013
Ameriprise Financial September 2011 - January 2012
Capella University June 2011 - September 2011
Target November 2010 - May 2011
Wells Fargo July 2009 - September 2010
Medtronic December 2007 - June 2009
Boston Scientific June 2007 - November 2007
Ameriprise Financial Services, Inc. June 2006 - June 2007
Skills
Retail, Healthcare, Logistics, Airlines, Supply Chain, Warehousing, Inventory Management, Supply Chain Management, Flight Operations, ERP, Healthcare IT, Stores, Customer Relations, Customer Service, Government, Software Documentation, Change Management, Healthcare Information..., Process Improvement, Business Analysis, Visio, SharePoint, Requirements Gathering, SDLC, Vendor Management, Testing, Business Requirements, Leadership, Business Process, Requirements Analysis, Business Process..., Flights, Program Management, MS Project, Integration, CRM, Agile Methodologies, PMO, Project Management, Agile Project Management, Software Development, Project Planning, Management, Quality Assurance, Analysis, Data Warehousing, Resource Management, Strategy, Training, PMP
Education
University of Minnesota-Twin Cities 1984 — 1986
Doctor of Arts
Wichita State University 1978 — 1980
Master of Arts, Music
Bemidji State University 1974 — 1978
Bachelor of Science, Music Education
Jody Dinslage, CFP®'s Ameriprise Financial Experience April 2011 - Present
Job Business Architect, Technical Product Manager
Industry Financial Services
Experience
Ameriprise Financial April 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - April 2011
Ameriprise Financial Services, Inc. May 2009 - January 2010
H&R Block Financial Advisors March 2008 - May 2009
H&R Block Financial Advisors January 2006 - March 2008
Handmark, Inc 2005 - 2006
Skills
Product Management, Securities, Series 24, Wealth Management, Business Analysis, Vendor Management, Mutual Funds, Alternative Investments, Series 7, Financial Services, Series 63, Project Management, Leadership, Management, Business Process, Program Management
Education
Benedictine College 1995 — 1999
Ameriprise Financial April 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - April 2011
Ameriprise Financial Services, Inc. May 2009 - January 2010
H&R Block Financial Advisors March 2008 - May 2009
H&R Block Financial Advisors January 2006 - March 2008
Handmark, Inc 2005 - 2006
Skills
Product Management, Securities, Series 24, Wealth Management, Business Analysis, Vendor Management, Mutual Funds, Alternative Investments, Series 7, Financial Services, Series 63, Project Management, Leadership, Management, Business Process, Program Management
Education
Benedictine College 1995 — 1999
Ben Keith's Ameriprise Financial Experience 2004 - 2006
Job Regional Director of Sales at Granite Retirement Services
Industry Financial Services
Experience
Granite Retirement Services April 2015 - Present
Curian Capital December 2010 - March 2015
Music City Business Solutions, Inc. 2010 - January 2011
Principal Financial Group January 2008 - June 2009
Synergy Investment Group 2006 - 2008
Ameriprise Financial 2004 - 2006
Skills
Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Retirement, Asset Management, 401k, Series 63, Sales, FINRA, Portfolio Management, Financial Services, Employee Benefits, Securities, Series 24, Finance, Management, Financial Planning
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA)
Granite Retirement Services April 2015 - Present
Curian Capital December 2010 - March 2015
Music City Business Solutions, Inc. 2010 - January 2011
Principal Financial Group January 2008 - June 2009
Synergy Investment Group 2006 - 2008
Ameriprise Financial 2004 - 2006
Skills
Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Retirement, Asset Management, 401k, Series 63, Sales, FINRA, Portfolio Management, Financial Services, Employee Benefits, Securities, Series 24, Finance, Management, Financial Planning
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA)
Neal Bachman's Ameriprise Financial Experience March 2006 - August 2008
Job Interactive Marketing, Senior Business Analyst at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - June 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Ameriprise Financial March 2006 - August 2008
Skills
Project Management, Interactive Marketing, Mutual Funds, Investments, Securities, Financial Services, Business Analysis, Series 7, Data Analysis, Research, Requirements Gathering, Requirements Analysis, Business Requirements, Project Planning, Project Coordination, Project Delivery, Software Requirements, System Requirements, Leadership
Education
Bethel University 2006 — 2008
Master's degree, Communication, General
Bethel University 1998 — 2002
Bachelor's degree, Communication, General
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - June 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Ameriprise Financial March 2006 - August 2008
Skills
Project Management, Interactive Marketing, Mutual Funds, Investments, Securities, Financial Services, Business Analysis, Series 7, Data Analysis, Research, Requirements Gathering, Requirements Analysis, Business Requirements, Project Planning, Project Coordination, Project Delivery, Software Requirements, System Requirements, Leadership
Education
Bethel University 2006 — 2008
Master's degree, Communication, General
Bethel University 1998 — 2002
Bachelor's degree, Communication, General
Kristie Kies's Ameriprise Financial Experience 1997 - 2006
Job Product Manager at MyAgWorks LLC
Industry Financial Services
Experience
MyCropTechnologies Business AnalystMyAgWorks LLCSeptember 2011 - Present
Just For Kix June 2008 - Present
Wells Fargo/RCIS 2006 - August 2011
Ameriprise Financial 1997 - 2006
American Express Financial Group (aka Ameriprise Financial) 1997 - 2006
Skills
Business Analysis, Process Improvement, Business Process..., Program Management, Requirements Analysis, Agile Methodologies, Requirements Gathering, Project Management, Change Management, SharePoint, Visio, Business Process, PMO
Education
Bemidji State University 1987 — 2003
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Bemidji State University 1987 — 1993
Bachelor of Science, Business Administration - CIS & Marketing
MyCropTechnologies Business AnalystMyAgWorks LLCSeptember 2011 - Present
Just For Kix June 2008 - Present
Wells Fargo/RCIS 2006 - August 2011
Ameriprise Financial 1997 - 2006
American Express Financial Group (aka Ameriprise Financial) 1997 - 2006
Skills
Business Analysis, Process Improvement, Business Process..., Program Management, Requirements Analysis, Agile Methodologies, Requirements Gathering, Project Management, Change Management, SharePoint, Visio, Business Process, PMO
Education
Bemidji State University 1987 — 2003
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Bemidji State University 1987 — 1993
Bachelor of Science, Business Administration - CIS & Marketing
Paul Hartman's Ameriprise Financial Experience 2003 - 2007
Job Vice President, Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2007 - Present
Wachovia Retirement Services September 2006 - July 2007
Ameriprise Financial 2003 - 2007
Skills
Project Management, Business Analysis, Financial Services, Series 7, Series 63, 401k, Mutual Funds, Leadership, Investments, Retirement Planning, Retirement, Wealth Management
Education
Bethel University 2006 — 2008
BA, Business Management
University of Minnesota-Twin Cities
Wells Fargo July 2007 - Present
Wachovia Retirement Services September 2006 - July 2007
Ameriprise Financial 2003 - 2007
Skills
Project Management, Business Analysis, Financial Services, Series 7, Series 63, 401k, Mutual Funds, Leadership, Investments, Retirement Planning, Retirement, Wealth Management
Education
Bethel University 2006 — 2008
BA, Business Management
University of Minnesota-Twin Cities
Greg Bogdan, CFP®'s Ameriprise Financial Experience July 2008 - May 2014
Job Financial Planner at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC 2015 - Present
Ameriprise Financial July 2008 - May 2014
Sohn & Associates September 2006 - July 2008
Sohn & Associates June 2005 - September 2006
Skills
Wealth Accumulation, Investment Strategies, Tax Efficiency, High Net Worth..., Retirement Planning, Estate Planning, Retirement Income..., College Education..., Estate Tax Planning, Revocable Trusts, Employee Stock Options, Irrevocable Life..., Taxation of Trusts, Wealth Preservation..., Multi-generational..., Alternative Investments, Employee Benefits, Disability Insurance, Asset Management, Insurance, Bonds
Education
UGA Terry College of Business 2008 — 2009
Certified Financial Planner Program
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Financial Strategy Network, LLC 2015 - Present
Ameriprise Financial July 2008 - May 2014
Sohn & Associates September 2006 - July 2008
Sohn & Associates June 2005 - September 2006
Skills
Wealth Accumulation, Investment Strategies, Tax Efficiency, High Net Worth..., Retirement Planning, Estate Planning, Retirement Income..., College Education..., Estate Tax Planning, Revocable Trusts, Employee Stock Options, Irrevocable Life..., Taxation of Trusts, Wealth Preservation..., Multi-generational..., Alternative Investments, Employee Benefits, Disability Insurance, Asset Management, Insurance, Bonds
Education
UGA Terry College of Business 2008 — 2009
Certified Financial Planner Program
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Kenneth Prior's Ameriprise Financial Experience April 2000 - Present
Job Sr. Operations Engineer at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2000 - Present
Ameriprise Financial Services, Inc. April 2000 - Present
Solution Tactics November 2005 - November 2006
Ajilon Consulting 1995 - April 2000
Skills
Process Improvement, Vendor Management, Business Analysis, Leadership, IT Strategy, Management, SDLC, ITIL, IT Service Management, Project Management, ServiceNow
Education
Bethel University 2006 — 2008
MBA, Business
Bethel University 1998 — 2000
Masters of Art, Organizational Leadership
Ameriprise Financial April 2000 - Present
Ameriprise Financial Services, Inc. April 2000 - Present
Solution Tactics November 2005 - November 2006
Ajilon Consulting 1995 - April 2000
Skills
Process Improvement, Vendor Management, Business Analysis, Leadership, IT Strategy, Management, SDLC, ITIL, IT Service Management, Project Management, ServiceNow
Education
Bethel University 2006 — 2008
MBA, Business
Bethel University 1998 — 2000
Masters of Art, Organizational Leadership
William Mock, CFP®, CRPC®'s Ameriprise Financial Experience September 2001 - December 2004
Job Financial Advisor at Korhorn Financial Group, Inc.
Industry Financial Services
Experience
Korhorn Financial Group, Inc. October 2013 - Present
Scott D. Smith & Associates, a financial advisory practice of Ameriprise Finanical Services Inc. January 2005 - October 2013
Ameriprise Financial September 2001 - December 2004
Skills
Finance, Strategic Financial..., Internal Controls, Mutual Funds, Investment Strategies, Leadership, Financial Advisory, Management, Investments, QuickBooks, Microsoft Excel, Portfolio Management, Team Building, Investment Advisory, Wealth Management
Education
College for Financial Planning 2012 — 2012
CFP Certification Program, Comprehensive Financial Planning
College for Financial Planning 2007 — 2007
CRPC®, Retirement Planning
Bethel College 2000 — 2002
Bachelor of Arts (BA), Business Administration, Accounting
Indiana State University 1998 — 2000
Business, Pre-Law
Tippecanoe Valley High School 1994 — 1998
Korhorn Financial Group, Inc. October 2013 - Present
Scott D. Smith & Associates, a financial advisory practice of Ameriprise Finanical Services Inc. January 2005 - October 2013
Ameriprise Financial September 2001 - December 2004
Skills
Finance, Strategic Financial..., Internal Controls, Mutual Funds, Investment Strategies, Leadership, Financial Advisory, Management, Investments, QuickBooks, Microsoft Excel, Portfolio Management, Team Building, Investment Advisory, Wealth Management
Education
College for Financial Planning 2012 — 2012
CFP Certification Program, Comprehensive Financial Planning
College for Financial Planning 2007 — 2007
CRPC®, Retirement Planning
Bethel College 2000 — 2002
Bachelor of Arts (BA), Business Administration, Accounting
Indiana State University 1998 — 2000
Business, Pre-Law
Tippecanoe Valley High School 1994 — 1998
Duan Peng's Ameriprise Financial Experience September 2010 - November 2012
Job Director Marketing Intelligence at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America December 2012 - Present
Ameriprise Financial September 2010 - November 2012
HSBC October 2008 - September 2010
Ameriprise Financial May 2007 - October 2008
Skills
Predictive Modeling, Data Mining, SAS, SQL, Matlab, Design of Experiments, Marketing Mix Modeling, Multivariate..., Customer Segmentation, ROI Optimization, Database Marketing, CRM, Customer Research, Segmentation, Analytics, Business Analytics, Predictive Analytics, SAS programming, Business Analysis, SAS Programming, Strategy, Data Analysis, Program Management
Education
University of Miami - School of Business 2002 — 2007
Ph.D., Economics
Beijing Normal University
Bachelor's Degree, International Economics
Hyundai Capital America December 2012 - Present
Ameriprise Financial September 2010 - November 2012
HSBC October 2008 - September 2010
Ameriprise Financial May 2007 - October 2008
Skills
Predictive Modeling, Data Mining, SAS, SQL, Matlab, Design of Experiments, Marketing Mix Modeling, Multivariate..., Customer Segmentation, ROI Optimization, Database Marketing, CRM, Customer Research, Segmentation, Analytics, Business Analytics, Predictive Analytics, SAS programming, Business Analysis, SAS Programming, Strategy, Data Analysis, Program Management
Education
University of Miami - School of Business 2002 — 2007
Ph.D., Economics
Beijing Normal University
Bachelor's Degree, International Economics
Luke Jenney's Ameriprise Financial Experience 2008 - Present
Job Director of Business Planning, Wealth Management Products & Solutions, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
TCF Bank January 1997 - August 2006
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Finance, Process Improvement, Project Management, Business Strategy, Marketing, Strategic Planning, Mutual Funds, Marketing Management, Wealth Management, Financial Services, Investments, Relationship Management, Business Development, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Bethel University 1998 — 2001
Bachelor of Business Administration (BBA), Finance, General
Ameriprise Financial 2008 - Present
TCF Bank January 1997 - August 2006
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Finance, Process Improvement, Project Management, Business Strategy, Marketing, Strategic Planning, Mutual Funds, Marketing Management, Wealth Management, Financial Services, Investments, Relationship Management, Business Development, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Bethel University 1998 — 2001
Bachelor of Business Administration (BBA), Finance, General
Jason Trujillo, CSP, PMP, CSM, CSPO's Ameriprise Financial Experience September 2007 - February 2008
Job Agile Transformation Manager at The Home Depot
Industry Information Technology and Services
Experience
The Home Depot April 2015 - Present
Target October 2013 - April 2015
GE Capital June 2013 - October 2013
Dow Jones May 2012 - May 2013
Ameriprise Financial Services, Inc. August 2010 - August 2012
ELCA Board of Pensions March 2011 - April 2011
Wells Fargo December 2009 - August 2010
Ceridian March 2008 - December 2009
Ameriprise Financial September 2007 - February 2008
Norsen Forrester May 2003 - August 2007
Skills
Agile Methodologies, Scrum, Project Management, Cross-functional Team..., Management, SDLC, Leadership, Project Portfolio..., PMO, Vendor Management, Product Management, Business Analysis, Program Management, Process Improvement, Consulting, Resource Management, Business Requirements
Education
The American University of Paris 1993 — 1996
BA, International Business
Bennington College
The Home Depot April 2015 - Present
Target October 2013 - April 2015
GE Capital June 2013 - October 2013
Dow Jones May 2012 - May 2013
Ameriprise Financial Services, Inc. August 2010 - August 2012
ELCA Board of Pensions March 2011 - April 2011
Wells Fargo December 2009 - August 2010
Ceridian March 2008 - December 2009
Ameriprise Financial September 2007 - February 2008
Norsen Forrester May 2003 - August 2007
Skills
Agile Methodologies, Scrum, Project Management, Cross-functional Team..., Management, SDLC, Leadership, Project Portfolio..., PMO, Vendor Management, Product Management, Business Analysis, Program Management, Process Improvement, Consulting, Resource Management, Business Requirements
Education
The American University of Paris 1993 — 1996
BA, International Business
Bennington College
Dave Shroyer, CRPC's Ameriprise Financial Experience September 2007 - May 2011
Job Financial Services Professional, CRPC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Transamerica Financial Advisors, Inc. April 2011 - November 2011
Ameriprise Financial September 2007 - May 2011
Skills
Series 7, Insurance, Retirement Planning, Finance, Financial Advisory, Retirement, Strategic Financial..., Fixed Annuities, Series 63, IRAs, Securities, 401k Rollovers, 401k, Estate Planning, Financial Planning
Education
Bethel University 2001 — 2005
Ameriprise Financial Services, Inc. March 2012 - Present
Transamerica Financial Advisors, Inc. April 2011 - November 2011
Ameriprise Financial September 2007 - May 2011
Skills
Series 7, Insurance, Retirement Planning, Finance, Financial Advisory, Retirement, Strategic Financial..., Fixed Annuities, Series 63, IRAs, Securities, 401k Rollovers, 401k, Estate Planning, Financial Planning
Education
Bethel University 2001 — 2005
Elizabeth Hartigan's Ameriprise Financial Experience September 2002 - October 2005
Job Paraprofessional at Tyngsborough Public Schools
Industry Primary/Secondary Education
Experience
Ameriprise Financial September 2002 - October 2005
State Street February 2000 - February 2002
State Street August 1996 - February 2000
Education
Bentley University 1992 — 1996
Bachelor's degree
Ameriprise Financial September 2002 - October 2005
State Street February 2000 - February 2002
State Street August 1996 - February 2000
Education
Bentley University 1992 — 1996
Bachelor's degree
Phil Wentzel's Ameriprise Financial Experience September 2009 - March 2013
Job Finance/Accounting Vice President
Industry Financial Services
Experience
Ameriprise Financial September 2009 - March 2013
Ameriprise Financial March 2003 - September 2009
Arthur Andersen LLP 1983 - 1987
Skills
Strategic Planning, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Financial Services, Securities, Strategic Financial..., Valuation, Finance, Insurance, Investments, Risk Management, Series 7, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Advisory
Education
Bemidji State University 1979 — 1983
Bachelor of Science (B.S.), Accounting Major, Math Minor
Ameriprise Financial September 2009 - March 2013
Ameriprise Financial March 2003 - September 2009
Arthur Andersen LLP 1983 - 1987
Skills
Strategic Planning, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Financial Services, Securities, Strategic Financial..., Valuation, Finance, Insurance, Investments, Risk Management, Series 7, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Advisory
Education
Bemidji State University 1979 — 1983
Bachelor of Science (B.S.), Accounting Major, Math Minor
Don Soule's Ameriprise Financial Experience 1980 - 2007
Job Computer Software Professional
Industry Computer Software
Experience
Ameriprise Financial 1980 - 2007
IDS 1980 - 2007
AEFA 1980 - 2007
Education
Bethel Seminary 1974 — 1980
MATS, Biblical Studies
Bethel University 1968 — 1972
Ameriprise Financial 1980 - 2007
IDS 1980 - 2007
AEFA 1980 - 2007
Education
Bethel Seminary 1974 — 1980
MATS, Biblical Studies
Bethel University 1968 — 1972
JoAnn Blanchard's Ameriprise Financial Experience August 2008 - June 2014
Job Consultant Enterprise Data Architect
Industry Information Technology and Services
Experience
EW Solutions June 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - June 2015
Ameriprise Financial August 2008 - June 2014
Northwest Airlines October 2006 - July 2008
Northwest Airlines June 2005 - October 2006
Lightstream Informatics, LLC January 2001 - October 2006
Computer Gains 1998 - 2001
Northwest Airlines February 1996 - September 1998
Northwest Airlines 1994 - 1998
American Airlines 1988 - 1994
Skills
Business Intelligence, Data Warehousing, Integration, Information Architecture, Data Architecture, Data Modeling, Erwin, SDLC, Data Integration, Enterprise Architecture, Business Analysis, ETL, DB2, Visio, Requirements Analysis, Teradata, Vendor Management, Requirements Gathering, Business Architecture, Systems Analysis
Education
Bemidji State University
Bachelor of Science, Computer Science and Mathematics
EW Solutions June 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - June 2015
Ameriprise Financial August 2008 - June 2014
Northwest Airlines October 2006 - July 2008
Northwest Airlines June 2005 - October 2006
Lightstream Informatics, LLC January 2001 - October 2006
Computer Gains 1998 - 2001
Northwest Airlines February 1996 - September 1998
Northwest Airlines 1994 - 1998
American Airlines 1988 - 1994
Skills
Business Intelligence, Data Warehousing, Integration, Information Architecture, Data Architecture, Data Modeling, Erwin, SDLC, Data Integration, Enterprise Architecture, Business Analysis, ETL, DB2, Visio, Requirements Analysis, Teradata, Vendor Management, Requirements Gathering, Business Architecture, Systems Analysis
Education
Bemidji State University
Bachelor of Science, Computer Science and Mathematics
Kalaiarasi Asokan's Ameriprise Financial Experience June 2007 - July 2007
Job Oracle DBA Consultant
Industry Information Technology and Services
Experience
UnitedHealth Technologies November 2008 - Present
Medica Health Plans July 2007 - October 2008
Ameriprise Financial June 2007 - July 2007
Best Buy December 2003 - May 2007
Woolworths Australia June 2003 - November 2003
India Software Group(KK Birla Group of Companies) 2000 - 2003
Skills
Oracle, Data Warehousing, Unix, Oracle RAC, Databases, Performance Tuning, Microsoft SQL Server, Data Center, Vendor Management, Database Design, Business Intelligence, SDLC, High Availability, RMAN, Data Migration
Education
Birla Institute of Technology and Science, Pilani
MS, Software Systems
UnitedHealth Technologies November 2008 - Present
Medica Health Plans July 2007 - October 2008
Ameriprise Financial June 2007 - July 2007
Best Buy December 2003 - May 2007
Woolworths Australia June 2003 - November 2003
India Software Group(KK Birla Group of Companies) 2000 - 2003
Skills
Oracle, Data Warehousing, Unix, Oracle RAC, Databases, Performance Tuning, Microsoft SQL Server, Data Center, Vendor Management, Database Design, Business Intelligence, SDLC, High Availability, RMAN, Data Migration
Education
Birla Institute of Technology and Science, Pilani
MS, Software Systems
dean reinke's Ameriprise Financial Experience January 1979 - October 2011
Job Cobol programmer at IBM Global Process Services
Industry Hospital & Health Care
Experience
IBM Global Process Services June 2012 - Present
Ameriprise Financial January 1979 - October 2011
American Express Financial Advisors 1979 - 2011
Ameriprise Financial Services, Inc. January 1979 - 1991
Skills
JCL, IBM Mainframe, TSO, VSAM, Xpediter, COBOL, Testing, WebSphere MQ, CICS, z/OS, Mainframe, MVS, Batch Processing, Software Documentation, IMS DB/DC, Fileaid, Requirements Analysis, SDLC, IBM Utilities
Education
Bemidji State University 1974 — 1978
bs, Accounting and Business/Management
IBM Global Process Services June 2012 - Present
Ameriprise Financial January 1979 - October 2011
American Express Financial Advisors 1979 - 2011
Ameriprise Financial Services, Inc. January 1979 - 1991
Skills
JCL, IBM Mainframe, TSO, VSAM, Xpediter, COBOL, Testing, WebSphere MQ, CICS, z/OS, Mainframe, MVS, Batch Processing, Software Documentation, IMS DB/DC, Fileaid, Requirements Analysis, SDLC, IBM Utilities
Education
Bemidji State University 1974 — 1978
bs, Accounting and Business/Management
Malka Aulov's Ameriprise Financial Experience February 2008 - November 2009
Job Financial Assistant
Industry Financial Services
Experience
Ameriprise Financial February 2008 - November 2009
Raymond James Financial Inc. February 2006 - August 2006
Skills
Administrative Support, Word, Fax, Excel, Typing, Administrative..., Microsoft Word, Access, Microsoft Excel, Outlook
Education
Baruch College 2001 — 2005
BBA, Marketing
Ameriprise Financial February 2008 - November 2009
Raymond James Financial Inc. February 2006 - August 2006
Skills
Administrative Support, Word, Fax, Excel, Typing, Administrative..., Microsoft Word, Access, Microsoft Excel, Outlook
Education
Baruch College 2001 — 2005
BBA, Marketing
Chelsea Cochran's Ameriprise Financial Experience November 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2009 - Present
VSR Financial Services January 2009 - October 2009
LPL Financial August 2006 - December 2008
Education
Boise State University 2006 — 2008
Bachelor, Finance
North Idaho College 2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General
Ameriprise Financial November 2009 - Present
VSR Financial Services January 2009 - October 2009
LPL Financial August 2006 - December 2008
Education
Boise State University 2006 — 2008
Bachelor, Finance
North Idaho College 2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General
Lisa Hamilton's Ameriprise Financial Experience 2000 - 2007
Job Executive Assistant to EVP, Chief Human Resources and Communications Officer, at Carlson
Industry Hospitality
Experience
Carlson June 2012 - Present
Executive Women International 2010 - 2013
Columbia Management and Ameriprise Financial 2008 - June 2012
Ameriprise Financial 2000 - 2007
Ameriprise Financial 1994 - 2000
Skills
Microsoft Office, Outlook, Lotus Notes, Event Planning, Administrative..., PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, PeopleSoft, Non-profits, Calendars, Telephone Skills, Public Speaking, Calendaring, Employee Relations, Project Management, Time Management, Expense Management, Travel Arrangements, Internal Communications, Investments, Marketing Strategy, Office Management, Editing, Meeting Planning, Training, System Administration, Process Scheduler, Nonprofits, Notary Public, Business Analysis, Strategic Planning, Human Resources, Process Improvement, Access, Data Entry, Administration, Public Relations, Fundraising
Education
Bethel University 1981 — 1985
BA, Music. Minor in Business
Carlson June 2012 - Present
Executive Women International 2010 - 2013
Columbia Management and Ameriprise Financial 2008 - June 2012
Ameriprise Financial 2000 - 2007
Ameriprise Financial 1994 - 2000
Skills
Microsoft Office, Outlook, Lotus Notes, Event Planning, Administrative..., PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, PeopleSoft, Non-profits, Calendars, Telephone Skills, Public Speaking, Calendaring, Employee Relations, Project Management, Time Management, Expense Management, Travel Arrangements, Internal Communications, Investments, Marketing Strategy, Office Management, Editing, Meeting Planning, Training, System Administration, Process Scheduler, Nonprofits, Notary Public, Business Analysis, Strategic Planning, Human Resources, Process Improvement, Access, Data Entry, Administration, Public Relations, Fundraising
Education
Bethel University 1981 — 1985
BA, Music. Minor in Business
Tom Mandrov's Ameriprise Financial Experience May 2007 - June 2012
Job Owner at Sportmachines
Industry Automotive
Experience
Sportmachines June 2010 - Present
Ameriprise Financial May 2007 - June 2012
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Welding, Metal Fabrication, Mechanics, Product Design, Automotive Restoration, Customer Service, Team Building, Marketing, Automotive Repair, Management, Leadership, Strategic Planning, New Business Development, Sales Management, Social Media, Process Improvement, Project Management
Education
Binghamton University 1995 — 1999
BS, Psycho Biology
Sportmachines June 2010 - Present
Ameriprise Financial May 2007 - June 2012
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Welding, Metal Fabrication, Mechanics, Product Design, Automotive Restoration, Customer Service, Team Building, Marketing, Automotive Repair, Management, Leadership, Strategic Planning, New Business Development, Sales Management, Social Media, Process Improvement, Project Management
Education
Binghamton University 1995 — 1999
BS, Psycho Biology
Shirley Weller's Ameriprise Financial Experience September 1997 - April 2007
Job Sr. Retirement Analyst at UnitedHealth Group
Industry Investment Management
Experience
UnitedHealth Group May 2013 - Present
Wells Fargo Retirement Services January 2009 - April 2013
Wachovia Retirement Services April 2007 - January 2009
Ameriprise Financial September 1997 - April 2007
American Express 1997 - 2000
Skills
Mutual Funds, Securities, Insurance, Customer Service, Outlook, Trading, Microsoft Excel, Risk Management, Investments, 401k
Education
Bemidji State University 1974 — 1977
Psychology and sociology
UnitedHealth Group May 2013 - Present
Wells Fargo Retirement Services January 2009 - April 2013
Wachovia Retirement Services April 2007 - January 2009
Ameriprise Financial September 1997 - April 2007
American Express 1997 - 2000
Skills
Mutual Funds, Securities, Insurance, Customer Service, Outlook, Trading, Microsoft Excel, Risk Management, Investments, 401k
Education
Bemidji State University 1974 — 1977
Psychology and sociology
Jonathan Sannes's Ameriprise Financial Experience February 2010 - June 2012
Job Finance Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - June 2013
Ameriprise Financial February 2010 - June 2012
Ameriprise Financial February 2008 - February 2010
Ameriprise Financial February 2007 - February 2008
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Services, Investment Management, Investments, Collaboration, Financial Planning, Forecasting, Risk Management, Analysis, Leadership, Management
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bethel University 1999 — 2004
B.A., Finance
U.S. Bank June 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - June 2013
Ameriprise Financial February 2010 - June 2012
Ameriprise Financial February 2008 - February 2010
Ameriprise Financial February 2007 - February 2008
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Services, Investment Management, Investments, Collaboration, Financial Planning, Forecasting, Risk Management, Analysis, Leadership, Management
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bethel University 1999 — 2004
B.A., Finance
Mark Olzenak's Ameriprise Financial Experience December 2009 - June 2012
Job Director, IT Development at DTI LLC
Industry Legal Services
Experience
DTI LLC June 2015 - Present
Merrill Corporation January 2014 - June 2015
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Services, Inc. February 2007 - December 2009
Ameriprise Financial Services, Inc. September 2005 - February 2007
American Express Financial Advisors July 2003 - September 2005
American Express Financial Advisors September 2001 - July 2003
American Express Financial Advisors December 1999 - September 2001
Peregrine Capital Management 1997 - 1999
Rainier Technology 1994 - 1997
Skills
Leadership, Business Analysis, Vendor Management, Data Center, IT Strategy, Project Delivery, SDLC, ITIL, Program Management, Team Building, PMO, Requirements Analysis, Change Management, Project Management, Entrepreneurship, Enterprise Architecture, Risk Management, Service Delivery, Process Improvement, Financial Services, IT Service Management, Disaster Recovery, Project Portfolio..., Outsourcing, Management, Software Project..., CRM, Enterprise Software, Business Process, Security, Software Development, Telecommunications, Business Transformation, PMP, Quality Assurance
Education
Bemidji State University
Bachelor of Science (B.S.)
DTI LLC June 2015 - Present
Merrill Corporation January 2014 - June 2015
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Services, Inc. February 2007 - December 2009
Ameriprise Financial Services, Inc. September 2005 - February 2007
American Express Financial Advisors July 2003 - September 2005
American Express Financial Advisors September 2001 - July 2003
American Express Financial Advisors December 1999 - September 2001
Peregrine Capital Management 1997 - 1999
Rainier Technology 1994 - 1997
Skills
Leadership, Business Analysis, Vendor Management, Data Center, IT Strategy, Project Delivery, SDLC, ITIL, Program Management, Team Building, PMO, Requirements Analysis, Change Management, Project Management, Entrepreneurship, Enterprise Architecture, Risk Management, Service Delivery, Process Improvement, Financial Services, IT Service Management, Disaster Recovery, Project Portfolio..., Outsourcing, Management, Software Project..., CRM, Enterprise Software, Business Process, Security, Software Development, Telecommunications, Business Transformation, PMP, Quality Assurance
Education
Bemidji State University
Bachelor of Science (B.S.)
Ken Fidali's Ameriprise Financial Experience June 2002 - Present
Job Financial Advisor with the practice of Gregory P Arthur.
Industry Financial Services
Experience
Ameriprise Financial June 2002 - Present
Sara Lee April 1984 - September 2000
Education
Fairleigh Dickinson University 1973 — 1976
MBA, Finance
Bethany College 1963 — 1968
BA, Economics
Ameriprise Financial June 2002 - Present
Sara Lee April 1984 - September 2000
Education
Fairleigh Dickinson University 1973 — 1976
MBA, Finance
Bethany College 1963 — 1968
BA, Economics
Kimberly C. Figueroa's Ameriprise Financial Experience February 2010 - July 2015
Job Registered Support Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2010 - July 2015
Office Team for Ameriprise Financial May 2009 - February 2010
Skills
Series 7, Financial Services, Life Insurance, Marketing, CRM, Customer Service, FINRA, New Business Development, Variable Annuities, Securities, Social Media Marketing, Relationship Management, Morningstar, Banking
Education
Bergen Community College 2009 — 2010
Business Administration and Management, General
Fairleigh Dickinson University 2002 — 2003
Finance, General
Ameriprise Financial February 2010 - July 2015
Office Team for Ameriprise Financial May 2009 - February 2010
Skills
Series 7, Financial Services, Life Insurance, Marketing, CRM, Customer Service, FINRA, New Business Development, Variable Annuities, Securities, Social Media Marketing, Relationship Management, Morningstar, Banking
Education
Bergen Community College 2009 — 2010
Business Administration and Management, General
Fairleigh Dickinson University 2002 — 2003
Finance, General
Wei Feng Li's Ameriprise Financial Experience April 2003 - March 2005
Job Investment Analyst at NYLIM
Industry Investment Management
Experience
NYLIM August 2006 - Present
New York Life Investment Management 2006 - Present
New York Life Retirement Plan Services 2006 - Present
NYLIM Retirement Plan Services 2006 - Present
Ameriprise Financial April 2003 - March 2005
Skills
Mutual Funds, Investments, Financial Services, Asset Allocation, Series 63, Finance, Series 7, Asset Management, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSF, Global Financial Analysis
NYLIM August 2006 - Present
New York Life Investment Management 2006 - Present
New York Life Retirement Plan Services 2006 - Present
NYLIM Retirement Plan Services 2006 - Present
Ameriprise Financial April 2003 - March 2005
Skills
Mutual Funds, Investments, Financial Services, Asset Allocation, Series 63, Finance, Series 7, Asset Management, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSF, Global Financial Analysis
Ryan Esau's Ameriprise Financial Experience September 2008 - Present
Job Pricing Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2008 - Present
Ameriprise Financial Services, Inc. March 2006 - September 2008
Skills
Mutual Funds, Investments, Securities, Financial Analysis, Financial Goals, Asset Allocation, Bloomberg, Pricing, Fixed Income, Finance, Financial Modeling, Equities, Bonds
Education
Bethel University 2002 — 2005
Bachelor's degree, Finance, General
Ameriprise Financial September 2008 - Present
Ameriprise Financial Services, Inc. March 2006 - September 2008
Skills
Mutual Funds, Investments, Securities, Financial Analysis, Financial Goals, Asset Allocation, Bloomberg, Pricing, Fixed Income, Finance, Financial Modeling, Equities, Bonds
Education
Bethel University 2002 — 2005
Bachelor's degree, Finance, General
Shellby Schommer's Ameriprise Financial Experience July 2005 - July 2009
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Wells Fargo Shareholder Services May 2010 - April 2011
MoneyGram International February 2010 - April 2010
Ameriprise Financial July 2005 - July 2009
Ameriprise 1999 - 2009
Ameriprise Financial August 1999 - July 2005
Ameriprise Financial Services, Inc. July 1996 - July 1999
Prudential Insurance July 1995 - July 1996
Fortis January 1990 - June 1995
Skills
Project Management
Education
St. Mary's University of Minnesota 2011 — 2014
Master Degree, Counseling and Psychology
Saint Mary's University of Minnesota 1999 — 2002
Master Degree, Human Development
Bethel University 1996 — 1998
Bachelor Degree, Business
Ameriprise Financial Services, Inc. April 2011 - Present
Wells Fargo Shareholder Services May 2010 - April 2011
MoneyGram International February 2010 - April 2010
Ameriprise Financial July 2005 - July 2009
Ameriprise 1999 - 2009
Ameriprise Financial August 1999 - July 2005
Ameriprise Financial Services, Inc. July 1996 - July 1999
Prudential Insurance July 1995 - July 1996
Fortis January 1990 - June 1995
Skills
Project Management
Education
St. Mary's University of Minnesota 2011 — 2014
Master Degree, Counseling and Psychology
Saint Mary's University of Minnesota 1999 — 2002
Master Degree, Human Development
Bethel University 1996 — 1998
Bachelor Degree, Business
Anand Sudhakar Tamilarasan's Ameriprise Financial Experience January 2007 - December 2007
Job Manager at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group July 2012 - Present
Citi March 2009 - December 2011
JPMC February 2008 - March 2009
Syntel 2007 - 2008
Syntel 2007 - 2008
Ameriprise Financial January 2007 - December 2007
Skills
MS Project, Project Planning, Project Implementation, Software Project..., Project Finance, Project Delivery, Project Portfolio..., J2EE, Java, Web Development, .NET, EAI, Web Services, MS Office Suite, Clarity
Education
Bharathiar University 1993 — 1997
BE, Electronics and Communication
UnitedHealth Group July 2012 - Present
Citi March 2009 - December 2011
JPMC February 2008 - March 2009
Syntel 2007 - 2008
Syntel 2007 - 2008
Ameriprise Financial January 2007 - December 2007
Skills
MS Project, Project Planning, Project Implementation, Software Project..., Project Finance, Project Delivery, Project Portfolio..., J2EE, Java, Web Development, .NET, EAI, Web Services, MS Office Suite, Clarity
Education
Bharathiar University 1993 — 1997
BE, Electronics and Communication
Tina Adamson, MBA's Ameriprise Financial Experience April 2009 - Present
Job Operations & Planning Executive
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Ameriprise Financial January 2008 - March 2009
Ameriprise Financial August 2002 - December 2007
Skills
Strategic Planning, Leadership, Financial Analysis, Budgets, Program Management, Vendor Management, Training, Investments
Education
The University of Texas at Dallas - School of Management
MBA, Business
Boise State University
BA, Communication
Ameriprise Financial April 2009 - Present
Ameriprise Financial January 2008 - March 2009
Ameriprise Financial August 2002 - December 2007
Skills
Strategic Planning, Leadership, Financial Analysis, Budgets, Program Management, Vendor Management, Training, Investments
Education
The University of Texas at Dallas - School of Management
MBA, Business
Boise State University
BA, Communication
Connie McClay's Ameriprise Financial Experience October 2007 - April 2009
Job Payroll Lead at United Subcontractors, Inc.
Industry Financial Services
Experience
United Subcontractors, Inc. July 2013 - Present
Augustana Care Corporation April 2011 - June 2013
United Subcontractors Inc 2009 - 2011
Ameriprise Financial October 2007 - April 2009
Board of Social Ministry 2001 - 2007
Skills
Payroll, Employee Benefits, HRIS, Human Resources, Employee Relations, Customer Service, ADP Payroll, Outlook, Process Improvement, Accounts Payable, Accounts Receivable, Accounting, Recruiting, Leadership, Budgets, General Ledger, Data Entry, QuickBooks
Education
Bethel University
Business
United Subcontractors, Inc. July 2013 - Present
Augustana Care Corporation April 2011 - June 2013
United Subcontractors Inc 2009 - 2011
Ameriprise Financial October 2007 - April 2009
Board of Social Ministry 2001 - 2007
Skills
Payroll, Employee Benefits, HRIS, Human Resources, Employee Relations, Customer Service, ADP Payroll, Outlook, Process Improvement, Accounts Payable, Accounts Receivable, Accounting, Recruiting, Leadership, Budgets, General Ledger, Data Entry, QuickBooks
Education
Bethel University
Business
Jeanne Preston's Ameriprise Financial Experience October 2010 - July 2013
Job Paraplanner/Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial October 2010 - July 2013
Ameriprise Financial April 2006 - December 2009
Ameriprise Financial Advisors February 2002 - March 2006
Prudential Securities November 2000 - January 2002
Allina Hospitals & Clinics 1997 - 2002
Skills
Strategic Financial..., Finance, Securities, CRM, Retirement Planning, Wealth Management, Retirement, Sales, Investments, Asset Allocation, Estate Planning, Investment Advisory, Fixed Annuities, Asset Management, Financial Planning, Financial Services, Insurance
Education
Bemidji State University 1988 — 1992
Mass Communications, Business
Bemidji Senior High School 1984 — 1988
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial October 2010 - July 2013
Ameriprise Financial April 2006 - December 2009
Ameriprise Financial Advisors February 2002 - March 2006
Prudential Securities November 2000 - January 2002
Allina Hospitals & Clinics 1997 - 2002
Skills
Strategic Financial..., Finance, Securities, CRM, Retirement Planning, Wealth Management, Retirement, Sales, Investments, Asset Allocation, Estate Planning, Investment Advisory, Fixed Annuities, Asset Management, Financial Planning, Financial Services, Insurance
Education
Bemidji State University 1988 — 1992
Mass Communications, Business
Bemidji Senior High School 1984 — 1988
Kevin Waid's Ameriprise Financial Experience May 2007 - August 2007
Job Entrepreneurial Sales Professional
Industry Electrical/Electronic Manufacturing
Experience
Loomis US March 2013 - April 2014
Dunbar Armored, Inc. February 2012 - March 2013
Dunbar Armored, Inc. April 2010 - February 2012
ServiceSource July 2009 - February 2010
Ameriprise Financial May 2007 - August 2007
Southern Chic Interiors March 2006 - April 2007
Skills
Banking, Forecasting, Entrepreneurship, Sales Operations, Sales, Salesforce.com, CRM, Microsoft CRM, Microsoft Office, Software, Solution Selling, Customer Service, Customer-focused Service, Security Consulting, Consulting, Security, Cash Management, Cash Operations, Email Marketing, Retail
Education
Belmont University 2006 — 2009
BBA, Entrepreneurship
Loomis US March 2013 - April 2014
Dunbar Armored, Inc. February 2012 - March 2013
Dunbar Armored, Inc. April 2010 - February 2012
ServiceSource July 2009 - February 2010
Ameriprise Financial May 2007 - August 2007
Southern Chic Interiors March 2006 - April 2007
Skills
Banking, Forecasting, Entrepreneurship, Sales Operations, Sales, Salesforce.com, CRM, Microsoft CRM, Microsoft Office, Software, Solution Selling, Customer Service, Customer-focused Service, Security Consulting, Consulting, Security, Cash Management, Cash Operations, Email Marketing, Retail
Education
Belmont University 2006 — 2009
BBA, Entrepreneurship
Bryan Bouchard's Ameriprise Financial Experience June 1999 - March 2003
Job Sales Supervision Manager Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. May 2010 - Present
Compassion International 1993 - Present
Thrivent Financial for Lutherans July 2008 - April 2010
Ameriprise Financial Services, Inc. March 2003 - June 2008
Ameriprise Financial June 1999 - March 2003
Skills
Finra Series 7, 9, 10,..., Leadership, Series 7, Series 24, Equities, Mutual Funds, Investments, FINRA, Investment Advisory, Financial Services, Risk Management, Sales, Licensing, AML, Finance, Relationship Management, Fixed Annuities, Call Centers, Securities, Insurance
Education
Bethel Seminary-St. Paul 1990 — 1991
Bemidji State University
Bachelor of Science, Business Administration-Finance
Ameriprise Financial, Inc. May 2010 - Present
Compassion International 1993 - Present
Thrivent Financial for Lutherans July 2008 - April 2010
Ameriprise Financial Services, Inc. March 2003 - June 2008
Ameriprise Financial June 1999 - March 2003
Skills
Finra Series 7, 9, 10,..., Leadership, Series 7, Series 24, Equities, Mutual Funds, Investments, FINRA, Investment Advisory, Financial Services, Risk Management, Sales, Licensing, AML, Finance, Relationship Management, Fixed Annuities, Call Centers, Securities, Insurance
Education
Bethel Seminary-St. Paul 1990 — 1991
Bemidji State University
Bachelor of Science, Business Administration-Finance
Francesco LoCoco's Ameriprise Financial Experience December 2007 - May 2009
Job Senior Finance Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital July 2014 - Present
BNY Mellon 2009 - July 2014
Ameriprise Financial December 2007 - May 2009
Skills
Microsoft Excel, Microsoft Access, Economics, Equity Derivatives, Credit Derivatives, Dodd-Frank, Futures, Index Options, Options, Inflation-indexed bond, VBA, Account Reconciliation, Hedge Funds, Financial Modeling, Financial Risk, Mutual Funds
Education
Bentley University 2009 — 2012
Master of Business Administration (MBA), Economics and Financial Markets
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance
Bain Capital July 2014 - Present
BNY Mellon 2009 - July 2014
Ameriprise Financial December 2007 - May 2009
Skills
Microsoft Excel, Microsoft Access, Economics, Equity Derivatives, Credit Derivatives, Dodd-Frank, Futures, Index Options, Options, Inflation-indexed bond, VBA, Account Reconciliation, Hedge Funds, Financial Modeling, Financial Risk, Mutual Funds
Education
Bentley University 2009 — 2012
Master of Business Administration (MBA), Economics and Financial Markets
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance
Jeff Westgard's Ameriprise Financial Experience March 2010 - April 2012
Job Sales at The Hammond Group
Industry Sporting Goods
Experience
Ameriprise Financial March 2010 - April 2012
Hartford Life Limited August 2007 - July 2010
Merrill Lynch January 2007 - May 2007
Education
Bethel University 2003 — 2007
BA, Marketing
Ameriprise Financial March 2010 - April 2012
Hartford Life Limited August 2007 - July 2010
Merrill Lynch January 2007 - May 2007
Education
Bethel University 2003 — 2007
BA, Marketing
Sashanth Gaddipati's Ameriprise Financial Experience November 2006 - February 2007
Job Vice President, Bank Of America Merrill Lynch
Industry Financial Services
Experience
Bank of America January 2014 - Present
Merrill Lynch April 2011 - January 2014
Bank Of America Merrill Lynch January 2009 - March 2011
Ernst & Young January 2008 - December 2008
State Street March 2007 - December 2007
Ameriprise Financial November 2006 - February 2007
Travelers Insurance January 2006 - October 2006
KMart August 2005 - December 2005
Skills
.NET, Integration, SQL, SDLC, Management, Requirements Gathering, Business Analysis, Oracle, Web Applications, Requirements Analysis, Business Intelligence, Software Project..., Data Warehousing, Business Process
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Birla Institute of Technology and Science, Pilani 2000 — 2005
Engineering, CHEMICAL
Bank of America January 2014 - Present
Merrill Lynch April 2011 - January 2014
Bank Of America Merrill Lynch January 2009 - March 2011
Ernst & Young January 2008 - December 2008
State Street March 2007 - December 2007
Ameriprise Financial November 2006 - February 2007
Travelers Insurance January 2006 - October 2006
KMart August 2005 - December 2005
Skills
.NET, Integration, SQL, SDLC, Management, Requirements Gathering, Business Analysis, Oracle, Web Applications, Requirements Analysis, Business Intelligence, Software Project..., Data Warehousing, Business Process
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Birla Institute of Technology and Science, Pilani 2000 — 2005
Engineering, CHEMICAL
Mary Quam's Ameriprise Financial Experience January 1988 - Present
Job Sr Compliance Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1988 - Present
Education
Bethel University 2005 — 2007
Master of Arts (MA), Organizational Leadership
The Ohio State University 1982 — 1987
Bachelor of Arts (B.A.), Spanish and Iberian Studies
Ameriprise Financial January 1988 - Present
Education
Bethel University 2005 — 2007
Master of Arts (MA), Organizational Leadership
The Ohio State University 1982 — 1987
Bachelor of Arts (B.A.), Spanish and Iberian Studies
Tony Marken's Ameriprise Financial Experience December 1990 - Present
Job Financial advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 1990 - Present
Skills
Fixed Income, Investment Strategies, Financial Modeling, Management
Education
Bentley University 1986 — 1990
Finance, General
Ameriprise Financial December 1990 - Present
Skills
Fixed Income, Investment Strategies, Financial Modeling, Management
Education
Bentley University 1986 — 1990
Finance, General
Yasemin Tuzun, MBA's Ameriprise Financial Experience August 1999 - Present
Job Financial Advisor, Senior Vice President, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1999 - Present
Education
University of St. Thomas (TX) 1998 — 1999
Master of Business Administration (MBA), Finance, General
Bilkent University 1990 — 1996
Interior Architecture and Environmental Design
Ameriprise Financial August 1999 - Present
Education
University of St. Thomas (TX) 1998 — 1999
Master of Business Administration (MBA), Finance, General
Bilkent University 1990 — 1996
Interior Architecture and Environmental Design
Jon Opsal's Ameriprise Financial Experience 2003 - 2006
Job Experienced Program Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Columbia Management 2006 - 2010
Ameriprise Financial 2003 - 2006
Ameriprise Financial 2000 - 2003
Ameriprise Financial January 1998 - January 2000
Skills
Process Improvement, Mutual Funds, Business Analysis, Investments, Leadership, Strategic Financial..., Asset Management, Six Sigma, Financial Services, Vendor Management, Series 7
Education
Bethel University
Bachelor of Science, Business Management
Ameriprise Financial Services, Inc. March 2011 - Present
Columbia Management 2006 - 2010
Ameriprise Financial 2003 - 2006
Ameriprise Financial 2000 - 2003
Ameriprise Financial January 1998 - January 2000
Skills
Process Improvement, Mutual Funds, Business Analysis, Investments, Leadership, Strategic Financial..., Asset Management, Six Sigma, Financial Services, Vendor Management, Series 7
Education
Bethel University
Bachelor of Science, Business Management
Sarah Siml's Ameriprise Financial Experience January 2011 - September 2012
Job Senior Finance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - June 2014
Ameriprise Financial January 2011 - September 2012
Skills
Essbase, Written & Oral..., Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Dependable Team Player
Education
Bethel University
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - June 2014
Ameriprise Financial January 2011 - September 2012
Skills
Essbase, Written & Oral..., Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Dependable Team Player
Education
Bethel University
Tracy Dallen's Ameriprise Financial Experience October 2008 - Present
Job Paraplanner with Dallen Wealth Management Group, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
Ameriprise Financial June 1999 - October 2008
Education
Beloit College 1992 — 1996
BS, Music and Geology (Interdisciplinary)
Ameriprise Financial October 2008 - Present
Ameriprise Financial June 1999 - October 2008
Education
Beloit College 1992 — 1996
BS, Music and Geology (Interdisciplinary)
Kristie Strubeck's Ameriprise Financial Experience March 2007 - Present
Job Para Planner at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial March 2007 - Present
Education
Bloomsburg University of Pennsylvania 1987 — 1991
BS, Accounting
Ameriprise Financial March 2007 - Present
Education
Bloomsburg University of Pennsylvania 1987 — 1991
BS, Accounting
Mindy Hildre's Ameriprise Financial Experience August 1999 - December 2012
Job Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial August 1999 - December 2012
Skills
Training
Education
Bemidji State University 1995 — 1997
liberal arts
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial August 1999 - December 2012
Skills
Training
Education
Bemidji State University 1995 — 1997
liberal arts
Kim Nau's Ameriprise Financial Experience July 2005 - Present
Job Paraplanner for Gregory J. Thurin CRPC RFC Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2005 - Present
Ameriprise Financial April 1994 - September 2002
Skills
Investments, Equities, Research, Trading, Wealth Management, Wealth, Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Retirement Planning, Marketing, Marketing Strategy, Investment Advisory, Insurance, Financial Advisory, Investment Strategies
Education
Bemidji State University
BS Applied Psychology
Ameriprise Financial July 2005 - Present
Ameriprise Financial April 1994 - September 2002
Skills
Investments, Equities, Research, Trading, Wealth Management, Wealth, Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Retirement Planning, Marketing, Marketing Strategy, Investment Advisory, Insurance, Financial Advisory, Investment Strategies
Education
Bemidji State University
BS Applied Psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.