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
Michelle Popel Michelle Popel's Ameriprise Financial Experience 1994 - July 2015
Job Information Security Manager Archer GRC Center of Excellence Vice President, with Bank of the West
Industry Banking
Experience
Bank of the West 2015 - Present
Ameriprise Financial 1994 - July 2015
Skills
Requirements Gathering, Vendor Management, Visio, Process Improvement, Asset Management, Business Analysis, SDLC, Project Management, Leadership, Risk Management, Management, Program Management, Enterprise Software, Archer, Software Documentation
Education
University of Saint Thomas - School of Business 1998 — 2006
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 1983 — 1988
Bachelor of Science (BS), Interior Design
Bank of the West 2015 - Present
Ameriprise Financial 1994 - July 2015
Skills
Requirements Gathering, Vendor Management, Visio, Process Improvement, Asset Management, Business Analysis, SDLC, Project Management, Leadership, Risk Management, Management, Program Management, Enterprise Software, Archer, Software Documentation
Education
University of Saint Thomas - School of Business 1998 — 2006
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 1983 — 1988
Bachelor of Science (BS), Interior Design
Samuel Boeser Samuel Boeser's Ameriprise Financial Experience June 2006 - February 2008
Job FullTime MBA Candidate at the University of Minnesota Carlson School of Management
Industry Marketing and Advertising
Experience
Medtronic May 2015 - Present
US Bank January 2012 - August 2014
Univeristy of Minnesota - CCE December 2009 - December 2011
Colle+McVoy June 2011 - November 2011
Tunheim Partners July 2008 - December 2009
Ameriprise Financial June 2006 - February 2008
Skills
Marketing Strategy, Marketing Communications, Marketing, Marketing Management, International Marketing, Social Media Marketing, Email Marketing, Product Marketing, Digital Marketing, Market Research, Public Relations, Strategic Public..., Corporate Communications, Internal Communications, Strategic Communications, International Relations, Writing, Speech Writing, News Writing, Financial Markets, Financial Analysis, Insurance, Life Insurance, Term Life Insurance, Estate Planning, Business Strategy, Copywriting, SEO, SEO copywriting, Facebook Marketing, Media Relations, Fundraising, Social Media, Media Planning, Press Releases, Digital Media, AP Style
Education
University of Minnesota-Twin Cities 2002 — 2006
BA, Public Relations
Medtronic May 2015 - Present
US Bank January 2012 - August 2014
Univeristy of Minnesota - CCE December 2009 - December 2011
Colle+McVoy June 2011 - November 2011
Tunheim Partners July 2008 - December 2009
Ameriprise Financial June 2006 - February 2008
Skills
Marketing Strategy, Marketing Communications, Marketing, Marketing Management, International Marketing, Social Media Marketing, Email Marketing, Product Marketing, Digital Marketing, Market Research, Public Relations, Strategic Public..., Corporate Communications, Internal Communications, Strategic Communications, International Relations, Writing, Speech Writing, News Writing, Financial Markets, Financial Analysis, Insurance, Life Insurance, Term Life Insurance, Estate Planning, Business Strategy, Copywriting, SEO, SEO copywriting, Facebook Marketing, Media Relations, Fundraising, Social Media, Media Planning, Press Releases, Digital Media, AP Style
Education
University of Minnesota-Twin Cities 2002 — 2006
BA, Public Relations
Angela M. Curtis, CFP®'s Ameriprise Financial Experience July 1989 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 1989 - Present
Education
University of Missouri-Columbia 1982 — 1985
BES
Ameriprise Financial July 1989 - Present
Education
University of Missouri-Columbia 1982 — 1985
BES
Rob Stephenson's Ameriprise Financial Experience May 2007 - December 2007
Job Digital Strategist
Industry Marketing and Advertising
Experience
Self-employed July 2003 - Present
Scholarship America October 2014 - April 2015
Life Time Fitness October 2008 - March 2013
Ameriprise Financial May 2007 - December 2007
Ryan Partnership Agency December 2003 - May 2007
BestBuy.com, Musicland Internet Group February 2000 - June 2003
St. Paul Pioneer Press January 1991 - February 2000
Skills
Editorial Process, Promotional Copy, Online Copy, Blurbs, Associated Press style, Wire Services, Web Editing, Editing for Web, Editorial Calendars, Vignette, Vignette CMS, Homesite, Online Content Creation, Web Content Creation, Producing Web Content, Fact-checking, Editing, Content Strategy, Content Management, User Experience, Web Content Management, Copywriting, AP Style, Adobe Creative Suite, Proofreading, Advertising, Content Development, Interactive Marketing, Social Media, Web Content Production, Publishing, Marketing, Strategy, Social Media Marketing
Education
University of Minnesota-Twin Cities
BA, Journalism
University of Minnesota-Twin Cities
AA, General
Self-employed July 2003 - Present
Scholarship America October 2014 - April 2015
Life Time Fitness October 2008 - March 2013
Ameriprise Financial May 2007 - December 2007
Ryan Partnership Agency December 2003 - May 2007
BestBuy.com, Musicland Internet Group February 2000 - June 2003
St. Paul Pioneer Press January 1991 - February 2000
Skills
Editorial Process, Promotional Copy, Online Copy, Blurbs, Associated Press style, Wire Services, Web Editing, Editing for Web, Editorial Calendars, Vignette, Vignette CMS, Homesite, Online Content Creation, Web Content Creation, Producing Web Content, Fact-checking, Editing, Content Strategy, Content Management, User Experience, Web Content Management, Copywriting, AP Style, Adobe Creative Suite, Proofreading, Advertising, Content Development, Interactive Marketing, Social Media, Web Content Production, Publishing, Marketing, Strategy, Social Media Marketing
Education
University of Minnesota-Twin Cities
BA, Journalism
University of Minnesota-Twin Cities
AA, General
Steve Magistad Steve Magistad's Ameriprise Financial Experience 1989 - 2001
Job Business Development Officer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc. January 2011 - Present
SEI Investments March 2008 - January 2011
LPL July 2005 - December 2007
TCF Bank March 2003 - July 2005
Capital Professional Advisors 2001 - 2003
Ameriprise Financial 1989 - 2001
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Financial Services, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Portfolio Management, Investment Advisory, Securities, Finance, Investments, Business Development, Financial Planning, Trusted Business Partner, Asset Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Political Science, History, Economics
Charles Schwab & Co., Inc. January 2011 - Present
SEI Investments March 2008 - January 2011
LPL July 2005 - December 2007
TCF Bank March 2003 - July 2005
Capital Professional Advisors 2001 - 2003
Ameriprise Financial 1989 - 2001
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Financial Services, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Portfolio Management, Investment Advisory, Securities, Finance, Investments, Business Development, Financial Planning, Trusted Business Partner, Asset Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Political Science, History, Economics
Kate Silsbury's Ameriprise Financial Experience August 1985 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial August 1985 - Present
Education
University of Nevada-Reno 1964 — 1975
Master of Education, Education, Microbiology
Ameriprise Financial August 1985 - Present
Education
University of Nevada-Reno 1964 — 1975
Master of Education, Education, Microbiology
Alexander D'Eletto Alexander D'Eletto's Ameriprise Financial Experience September 2010 - December 2010
Job Fund Controller at Standish Management, LLC
Industry Financial Services
Experience
Standish Management, LLC July 2012 - Present
Atkins Investment Group September 2011 - May 2012
Ameriprise Financial September 2010 - December 2010
Autism Project of Rhode Island August 2009 - August 2010
Skills
Accounting, Valuation, Budget, Microsoft Word, Access, Microsoft Excel, PowerPoint, Microsoft Office, Research, Financial Analysis, Mutual Funds, Finance, Equity Research, Private Equity
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S, Business Administration concentrations in Accounting and Finance
Standish Management, LLC July 2012 - Present
Atkins Investment Group September 2011 - May 2012
Ameriprise Financial September 2010 - December 2010
Autism Project of Rhode Island August 2009 - August 2010
Skills
Accounting, Valuation, Budget, Microsoft Word, Access, Microsoft Excel, PowerPoint, Microsoft Office, Research, Financial Analysis, Mutual Funds, Finance, Equity Research, Private Equity
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S, Business Administration concentrations in Accounting and Finance
Janice Miller Janice Miller's Ameriprise Financial Experience 1998 - 2000
Job Premium Services at Minnesota Twins
Industry Financial Services
Experience
Minnesota Twins Caregiver for elderly family memberIndependentJuly 2013 - February 2015
Federal Reserve Bank of Minneapolis June 2011 - June 2013
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 2007 - 2009
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 2004 - 2007
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 2002 - 2004
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 2000 - 2002
Ameriprise Financial 1998 - 2000
Ameriprise Financial 1997 - 1998
Ameriprise Financial 1993 - 1997
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 1991 - 1993
Skills
Process Improvement, Change Management, Leadership, Management, Coaching, Call Centers, Financial Services, Banking, Six Sigma, Mutual Funds, Performance Management, Strategic Planning, Customer Service, Talent Management, Team Building, Operations Management, Strategy, Program Management, Training, Call Center, Series 7, Organizational..., Continuous Improvement, Business Acumen, Brokerage, Problem Solving, Leadership Development, Mentoring, Compliance, Outsourcing, Microsoft Office, Diversity & Inclusion, Budgets, Vendor Management, Financial Analysis
Education
American Express
Six Sigma Champion and Green Belt Certified
FINRA
Series 7 License, General Securities Representative
Owatonna
Owatonna
The Coaches Training Institute
Life Coach
University of Minnesota-Twin Cities
B.S. College of Education and Human Development, Family Social Studies
University of St. Thomas
Mini MBA
University of St. Thomas
Mini Master of Project Management
Minnesota Twins Caregiver for elderly family memberIndependentJuly 2013 - February 2015
Federal Reserve Bank of Minneapolis June 2011 - June 2013
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 2007 - 2009
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 2004 - 2007
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 2002 - 2004
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 2000 - 2002
Ameriprise Financial 1998 - 2000
Ameriprise Financial 1997 - 1998
Ameriprise Financial 1993 - 1997
Ameriprise Financial (Formerly American Express Financial Advisors and IDS Financial Advisors) 1991 - 1993
Skills
Process Improvement, Change Management, Leadership, Management, Coaching, Call Centers, Financial Services, Banking, Six Sigma, Mutual Funds, Performance Management, Strategic Planning, Customer Service, Talent Management, Team Building, Operations Management, Strategy, Program Management, Training, Call Center, Series 7, Organizational..., Continuous Improvement, Business Acumen, Brokerage, Problem Solving, Leadership Development, Mentoring, Compliance, Outsourcing, Microsoft Office, Diversity & Inclusion, Budgets, Vendor Management, Financial Analysis
Education
American Express
Six Sigma Champion and Green Belt Certified
FINRA
Series 7 License, General Securities Representative
Owatonna
Owatonna
The Coaches Training Institute
Life Coach
University of Minnesota-Twin Cities
B.S. College of Education and Human Development, Family Social Studies
University of St. Thomas
Mini MBA
University of St. Thomas
Mini Master of Project Management
Tedd Schlereth Tedd Schlereth's Ameriprise Financial Experience 1995 - Present
Job Ameriprise Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial 1995 - Present
Education
University of Missouri-Saint Louis 1991 — 1995
BS, Business Administration, Finance
Ameriprise Financial 1995 - Present
Education
University of Missouri-Saint Louis 1991 — 1995
BS, Business Administration, Finance
Nicholas Connolly Nicholas Connolly's Ameriprise Financial Experience December 2003 - December 2006
Job Sales at Harvey Building Products
Industry Building Materials
Experience
Harvey Building Products July 2012 - Present
Absolute Roofing and Contracting March 2008 - July 2012
Direct Capital April 2007 - March 2008
Ameriprise Financial December 2003 - December 2006
Skills
Sales, Account Management, Construction Management, Construction, Sales Management, Training, New Business Development, Cold Calling
Education
University of New Hampshire 1999 — 2003
B.S, Business Administration
Harvey Building Products July 2012 - Present
Absolute Roofing and Contracting March 2008 - July 2012
Direct Capital April 2007 - March 2008
Ameriprise Financial December 2003 - December 2006
Skills
Sales, Account Management, Construction Management, Construction, Sales Management, Training, New Business Development, Cold Calling
Education
University of New Hampshire 1999 — 2003
B.S, Business Administration
Alexa Palen Alexa Palen's Ameriprise Financial Experience June 2013 - August 2013
Job Marketing Coordinator Client Acquisition at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial June 2013 - August 2013
Rochester Athletic Club (RAC) May 2010 - May 2012
Palen and Associates May 2011 - August 2011
University Minnesota Nike Tennis Camps June 2011 - July 2011
Skills
Data Analysis, PowerPoint, Microsoft Excel, Social Media, Facebook, Event Planning, Microsoft Office, Microsoft Word, Market Research, Research, Public Speaking, Leadership, Social Networking, SPSS
Education
University of Minnesota-Twin Cities 2009 — 2013
Business and Marketing Education
University of Minnesota-Twin Cities 2009 — 2013
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial June 2013 - August 2013
Rochester Athletic Club (RAC) May 2010 - May 2012
Palen and Associates May 2011 - August 2011
University Minnesota Nike Tennis Camps June 2011 - July 2011
Skills
Data Analysis, PowerPoint, Microsoft Excel, Social Media, Facebook, Event Planning, Microsoft Office, Microsoft Word, Market Research, Research, Public Speaking, Leadership, Social Networking, SPSS
Education
University of Minnesota-Twin Cities 2009 — 2013
Business and Marketing Education
University of Minnesota-Twin Cities 2009 — 2013
Nathaniel Tilton, CFP, AIF Nathaniel Tilton, CFP, AIF's Ameriprise Financial Experience March 2001 - December 2005
Job Private Wealth Advisor
Industry Financial Services
Experience
Tilton Wealth Management January 2006 - Present
Ameriprise Financial March 2001 - December 2005
Woolf Associates October 2000 - March 2001
GMR Marketing October 1999 - October 2000
Cleveland Cavaliers August 1995 - October 1999
Cleveland Indians January 1995 - June 1995
Skills
Socially Responsible..., Wealth Management, Retirement Planning, Estate Planning, Personal Tax Planning, Investments, ETFs, Mutual Funds, Securities, Strategic Financial..., Fixed Annuities, Financial Services, Personal Finance, Retirement, Finance, Investment Advisory, Financial Planners, Series 7, Strategic Planning, Management, Series 63, Portfolio Management, Financial Advisory, Registered Investment..., FINRA, Marketing
Education
University of New Hampshire 1990 — 1994
Bachelor of Science, Sports Management, Business Administration
KHS
Tilton Wealth Management January 2006 - Present
Ameriprise Financial March 2001 - December 2005
Woolf Associates October 2000 - March 2001
GMR Marketing October 1999 - October 2000
Cleveland Cavaliers August 1995 - October 1999
Cleveland Indians January 1995 - June 1995
Skills
Socially Responsible..., Wealth Management, Retirement Planning, Estate Planning, Personal Tax Planning, Investments, ETFs, Mutual Funds, Securities, Strategic Financial..., Fixed Annuities, Financial Services, Personal Finance, Retirement, Finance, Investment Advisory, Financial Planners, Series 7, Strategic Planning, Management, Series 63, Portfolio Management, Financial Advisory, Registered Investment..., FINRA, Marketing
Education
University of New Hampshire 1990 — 1994
Bachelor of Science, Sports Management, Business Administration
KHS
Tara Fahey's Ameriprise Financial Experience April 2006 - February 2013
Job Director, Product Marketing and Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial April 2006 - February 2013
American Express Retirement Services (Formerly IDS, now Ameriprise) 1990 - 2006
American Express Retirement Services 1992 - 1997
Skills
Marketing Strategy, Client Service, Marketing Communications, Client Services
Education
University of Minnesota-Twin Cities 1992 — 2000
Bachelor of Arts
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial April 2006 - February 2013
American Express Retirement Services (Formerly IDS, now Ameriprise) 1990 - 2006
American Express Retirement Services 1992 - 1997
Skills
Marketing Strategy, Client Service, Marketing Communications, Client Services
Education
University of Minnesota-Twin Cities 1992 — 2000
Bachelor of Arts
Patty Stolpman Patty Stolpman's Ameriprise Financial Experience July 2005 - November 2007
Job Program Business Analyst at Best Buy
Industry Information Technology and Services
Experience
Best Buy July 2015 - Present
TechNIX, Inc October 1989 - Present
Accenture January 2014 - June 2015
Enclarity November 2011 - December 2013
Xcel Energy February 2010 - August 2011
Wells Fargo February 2009 - February 2010
UnitedHealth Group April 2008 - December 2008
Prime Therapeutics November 2007 - March 2008
Ameriprise Financial July 2005 - November 2007
Skills
Facilitation, Business Analysis, Project Management, Organizational Change, Business Process, Change Management, Process Improvement, Workshop Facilitation, SDLC, Cross-functional Team..., PMO, Enterprise Software, Training, Facilitators, Requirements Analysis, PMP, Enterprise Architecture, Quality Assurance, Business Requirements, Analysis, Requirements Gathering
Education
University of Minnesota-Twin Cities
Undergraduate Studies, Business
Best Buy July 2015 - Present
TechNIX, Inc October 1989 - Present
Accenture January 2014 - June 2015
Enclarity November 2011 - December 2013
Xcel Energy February 2010 - August 2011
Wells Fargo February 2009 - February 2010
UnitedHealth Group April 2008 - December 2008
Prime Therapeutics November 2007 - March 2008
Ameriprise Financial July 2005 - November 2007
Skills
Facilitation, Business Analysis, Project Management, Organizational Change, Business Process, Change Management, Process Improvement, Workshop Facilitation, SDLC, Cross-functional Team..., PMO, Enterprise Software, Training, Facilitators, Requirements Analysis, PMP, Enterprise Architecture, Quality Assurance, Business Requirements, Analysis, Requirements Gathering
Education
University of Minnesota-Twin Cities
Undergraduate Studies, Business
Joey Mecham Joey Mecham's Ameriprise Financial Experience January 1995 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1995 - Present
Education
University of Nevada-Reno 1973 — 1979
BS, PSW
Ameriprise Financial January 1995 - Present
Education
University of Nevada-Reno 1973 — 1979
BS, PSW
Rebecca Heck Rebecca Heck's Ameriprise Financial Experience March 2008 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial March 2008 - Present
MetLife Resources September 1999 - March 2008
Noll Human Resources November 1998 - August 1999
Children's Hospital February 1998 - November 1998
Nebraska Methodist Hospital June 1997 - February 1998
Methodist Hospital 1997 - 1998
Skills
Series 6, Retirement Planning, Fixed Annuities, Retirement, Series 7, Mutual Funds, Series 63, Wealth Management, IRAs, Insurance, Financial Advisory, Investments, Finance, Life Insurance
Education
University of Nebraska at Omaha 1992 — 1997
Bachelor of Arts (BA), Psychology
Millard South High School 1989 — 1992
Ameriprise Financial March 2008 - Present
MetLife Resources September 1999 - March 2008
Noll Human Resources November 1998 - August 1999
Children's Hospital February 1998 - November 1998
Nebraska Methodist Hospital June 1997 - February 1998
Methodist Hospital 1997 - 1998
Skills
Series 6, Retirement Planning, Fixed Annuities, Retirement, Series 7, Mutual Funds, Series 63, Wealth Management, IRAs, Insurance, Financial Advisory, Investments, Finance, Life Insurance
Education
University of Nebraska at Omaha 1992 — 1997
Bachelor of Arts (BA), Psychology
Millard South High School 1989 — 1992
Thomas Metcalf Thomas Metcalf's Ameriprise Financial Experience January 2011 - October 2012
Job Director Experienced Advisor Onboarding and Transition at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - September 2014
Ameriprise Financial January 2011 - October 2012
Ecolab November 2009 - January 2011
Ameriprise Financial May 2006 - April 2009
Ameriprise Financial Services, Inc. September 2003 - May 2006
Ameriprise Financial September 2001 - August 2003
American Express Sharepeople November 2000 - May 2001
Ameriprise Financial 1999 - 2001
Skills
Needs Analysis, Change Management, Strategic Planning, Project Management, Training, Coaching, Team Building, Training Delivery, Leadership, Business Strategy, Management, Cross-functional Team..., Instructional Design, Project Planning, Process Improvement, Career Development, Budgets, Consulting, Program Management
Education
University of Minnesota-Twin Cities 1993 — 1998
B.A., Economics
VENUSA 1994 — 1994
Spanish and International Business
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - September 2014
Ameriprise Financial January 2011 - October 2012
Ecolab November 2009 - January 2011
Ameriprise Financial May 2006 - April 2009
Ameriprise Financial Services, Inc. September 2003 - May 2006
Ameriprise Financial September 2001 - August 2003
American Express Sharepeople November 2000 - May 2001
Ameriprise Financial 1999 - 2001
Skills
Needs Analysis, Change Management, Strategic Planning, Project Management, Training, Coaching, Team Building, Training Delivery, Leadership, Business Strategy, Management, Cross-functional Team..., Instructional Design, Project Planning, Process Improvement, Career Development, Budgets, Consulting, Program Management
Education
University of Minnesota-Twin Cities 1993 — 1998
B.A., Economics
VENUSA 1994 — 1994
Spanish and International Business
Seth Downing Seth Downing's Ameriprise Financial Experience June 2007 - June 2009
Job Senior Industrial Channel Marketing Manager at Apex Tool Group, LLC
Industry Marketing and Advertising
Experience
Apex Tool Group, LLC August 2015 - Present
Apex Tool Group, LLC August 2014 - Present
Sunex Tools June 2013 - August 2014
Techtronics Industries April 2012 - May 2013
Techtronics Industries March 2011 - April 2012
Techtronics Industries January 2010 - March 2011
Azimuth Psychotherapy November 2005 - December 2009
Ameriprise Financial June 2007 - June 2009
Wachovia November 2003 - May 2005
Skills
Managing Employees, Customer Relations, Scheduling, Administration, Training & Development, Recruitment/Retention, Interviewing, Microsoft Office, Office Management, Customer Service, Employee Training, Sales, Management, Recruiting, Selling, Process Scheduler, Sales Operations, Training, Retail, Interviews, Marketing, Channel Program...
Education
University of Nebraska-Lincoln 2006 — 2009
BS, Business Administration, 3.25 GPA
Apex Tool Group, LLC August 2015 - Present
Apex Tool Group, LLC August 2014 - Present
Sunex Tools June 2013 - August 2014
Techtronics Industries April 2012 - May 2013
Techtronics Industries March 2011 - April 2012
Techtronics Industries January 2010 - March 2011
Azimuth Psychotherapy November 2005 - December 2009
Ameriprise Financial June 2007 - June 2009
Wachovia November 2003 - May 2005
Skills
Managing Employees, Customer Relations, Scheduling, Administration, Training & Development, Recruitment/Retention, Interviewing, Microsoft Office, Office Management, Customer Service, Employee Training, Sales, Management, Recruiting, Selling, Process Scheduler, Sales Operations, Training, Retail, Interviews, Marketing, Channel Program...
Education
University of Nebraska-Lincoln 2006 — 2009
BS, Business Administration, 3.25 GPA
Josh Batker Josh Batker's Ameriprise Financial Experience July 2002 - December 2004
Job Divisional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource April 2015 - Present
RiverSource January 2014 - April 2015
Oracle June 2013 - December 2013
RiverSource 2005 - May 2013
Ameriprise Financial July 2002 - December 2004
Skills
Series 7, Series 63, Relationship Management, Strategic Financial..., Mutual Funds, Financial Advisory, Finance, Fixed Annuities, Employee Benefits, Insurance, Financial Services, Risk Management, Retirement Planning, Estate Planning, Variable Annuities
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts, Economics
RiverSource April 2015 - Present
RiverSource January 2014 - April 2015
Oracle June 2013 - December 2013
RiverSource 2005 - May 2013
Ameriprise Financial July 2002 - December 2004
Skills
Series 7, Series 63, Relationship Management, Strategic Financial..., Mutual Funds, Financial Advisory, Finance, Fixed Annuities, Employee Benefits, Insurance, Financial Services, Risk Management, Retirement Planning, Estate Planning, Variable Annuities
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts, Economics
Nate Mortenson Nate Mortenson's Ameriprise Financial Experience September 2000 - July 2006
Job Life Insurance Sales Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial January 2015 - Present
COUNTRY Financial® December 2013 - December 2014
Safegate Airport Systems, Inc March 2009 - November 2013
Yellowbook August 2006 - February 2009
Ameriprise Financial September 2000 - July 2006
Skills
Leadership, Sales Management, Business Development, Team Leadership, Business Strategy, Contract Negotiation, Account Management, Project Planning, Marketing Communications, Cross-functional Team..., Strategy, Sales Operations, Building Relationships, Relationship Management, Lead Generation, B2B Marketing, Customer Retention, Direct Sales, Annuities, Auto, Commercial Insurance, Disability Insurance, Health Insurance, Home, Life Insurance, Long Term Care Insurance, Retirement Planning, Fixed Annuities
Education
University of Minnesota-Twin Cities 1993 — 1998
B.S., Speech Communications
Moorhead High School 1990 — 1993
Voya Financial January 2015 - Present
COUNTRY Financial® December 2013 - December 2014
Safegate Airport Systems, Inc March 2009 - November 2013
Yellowbook August 2006 - February 2009
Ameriprise Financial September 2000 - July 2006
Skills
Leadership, Sales Management, Business Development, Team Leadership, Business Strategy, Contract Negotiation, Account Management, Project Planning, Marketing Communications, Cross-functional Team..., Strategy, Sales Operations, Building Relationships, Relationship Management, Lead Generation, B2B Marketing, Customer Retention, Direct Sales, Annuities, Auto, Commercial Insurance, Disability Insurance, Health Insurance, Home, Life Insurance, Long Term Care Insurance, Retirement Planning, Fixed Annuities
Education
University of Minnesota-Twin Cities 1993 — 1998
B.S., Speech Communications
Moorhead High School 1990 — 1993
Sunny Yee, CRPC, CMFC Sunny Yee, CRPC, CMFC's Ameriprise Financial Experience May 2009 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial May 2009 - May 2010
Ameriprise Financial April 2006 - April 2009
Ameriprise Financial January 2005 - March 2006
Wells Fargo 2004 - 2005
Wells Fargo 2004 - 2005
Skills
Series 7
Education
University of Nevada-Las Vegas 1990 — 1992
n/a, MBA (incomplete)
University of Nevada-Las Vegas 1985 — 1990
BA, Psychology
Ameriprise Financial May 2009 - May 2010
Ameriprise Financial April 2006 - April 2009
Ameriprise Financial January 2005 - March 2006
Wells Fargo 2004 - 2005
Wells Fargo 2004 - 2005
Skills
Series 7
Education
University of Nevada-Las Vegas 1990 — 1992
n/a, MBA (incomplete)
University of Nevada-Las Vegas 1985 — 1990
BA, Psychology
Sam Steidl CFP® Sam Steidl CFP®'s Ameriprise Financial Experience September 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2008 - Present
Allianz Life August 2005 - August 2008
Los Angeles Dodgers June 2004 - July 2005
Education
University of Minnesota-Twin Cities 2000 — 2004
BA, Communication
Ameriprise Financial September 2008 - Present
Allianz Life August 2005 - August 2008
Los Angeles Dodgers June 2004 - July 2005
Education
University of Minnesota-Twin Cities 2000 — 2004
BA, Communication
Lora Bloom's Ameriprise Financial Experience 2007 - April 2011
Job Director of Wealth Management Solutions Training at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
United Healthcare November 2014 - July 2015
RiverSource Distributors April 2011 - November 2014
Ameriprise Financial 2007 - April 2011
Ameriprise Financial February 2002 - October 2007
Piper Capital Management June 1989 - November 1998
Skills
Insurance, Training, Leadership, Mutual Funds, Sales, Selling, Financial Services, Marketing Communications, Team Management, Securities, CRM, Life Insurance, Marketing, Relationship Management, Sales Operations, Asset Managment, Variable Annuities, Retirement, Series 7, Series 63, Marketing Strategy, Salesforce.com
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Arts, Economics and Spanish
Highland Park Senior High 1981 — 1985
Ameriprise Financial Services, Inc. July 2015 - Present
United Healthcare November 2014 - July 2015
RiverSource Distributors April 2011 - November 2014
Ameriprise Financial 2007 - April 2011
Ameriprise Financial February 2002 - October 2007
Piper Capital Management June 1989 - November 1998
Skills
Insurance, Training, Leadership, Mutual Funds, Sales, Selling, Financial Services, Marketing Communications, Team Management, Securities, CRM, Life Insurance, Marketing, Relationship Management, Sales Operations, Asset Managment, Variable Annuities, Retirement, Series 7, Series 63, Marketing Strategy, Salesforce.com
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Arts, Economics and Spanish
Highland Park Senior High 1981 — 1985
Shelly Forkrud Shelly Forkrud's Ameriprise Financial Experience April 2005 - May 2008
Job Management Consultant at Levi Strauss & Co.
Industry Program Development
Experience
Levi Strauss & Co. October 2014 - Present
UnitedHealthCare Medicare & Retirement August 2010 - March 2014
UnitedHealth Group August 2010 - April 2011
SAF Consulting Inc. September 2008 - September 2010
Ameriprise Financial April 2005 - May 2008
Ameriprise Financial Advisors January 2004 - December 2005
Ameriprise Financial 2002 - 2004
Ameriprise Financial 1992 - 2002
Skills
Strategy, Vendor Management, Cross-functional Team..., Program Management, CRM, Leadership, Process Improvement, Change Management, Management, Recruiting, Project Management, Risk Management, Coaching, Contract Negotiation, New Business Development, Visio, Series 7, Sales, Strategic Financial...
Education
University of Minnesota-Twin Cities 2008 — 2008
Certification, Project Management
Levi Strauss & Co. October 2014 - Present
UnitedHealthCare Medicare & Retirement August 2010 - March 2014
UnitedHealth Group August 2010 - April 2011
SAF Consulting Inc. September 2008 - September 2010
Ameriprise Financial April 2005 - May 2008
Ameriprise Financial Advisors January 2004 - December 2005
Ameriprise Financial 2002 - 2004
Ameriprise Financial 1992 - 2002
Skills
Strategy, Vendor Management, Cross-functional Team..., Program Management, CRM, Leadership, Process Improvement, Change Management, Management, Recruiting, Project Management, Risk Management, Coaching, Contract Negotiation, New Business Development, Visio, Series 7, Sales, Strategic Financial...
Education
University of Minnesota-Twin Cities 2008 — 2008
Certification, Project Management
Peter Lindner Peter Lindner's Ameriprise Financial Experience 2005 - 2006
Job Sr. Instructional Designer at UnitedHealth Group
Industry E-Learning
Experience
UnitedHealth Group May 2014 - Present
Capella University 2010 - 2014
Capella University January 2008 - 2010
Warehouse Intellect January 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial Services, Inc. 2002 - 2005
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise Financial Services, Inc. 1998 - 2000
Skills
ADDIE, Learning Management..., E-Learning, Curriculum Design, Editing, Instructional Technology, Instructor-led Training, Training, Distance Learning, Instructional Design, Captivate, Camtasia, Multimedia, Blended Learning, Adult Education, Moodle, Technical Writing, Educational Technology, Needs Analysis, Process Improvement, Learning Management, Content Development, Coaching, Higher Education
Education
University of Wisconsin-Madison 1989 — 1994
BA, Communication Arts: Radio, TV, and Film
University of Minnesota-Twin Cities
Certificate, •Certificate of Technology Enhanced Learning
University of Minnesota-Twin Cities
MEd, Instructional Design and Learning Technologies
UnitedHealth Group May 2014 - Present
Capella University 2010 - 2014
Capella University January 2008 - 2010
Warehouse Intellect January 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial Services, Inc. 2002 - 2005
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise Financial Services, Inc. 1998 - 2000
Skills
ADDIE, Learning Management..., E-Learning, Curriculum Design, Editing, Instructional Technology, Instructor-led Training, Training, Distance Learning, Instructional Design, Captivate, Camtasia, Multimedia, Blended Learning, Adult Education, Moodle, Technical Writing, Educational Technology, Needs Analysis, Process Improvement, Learning Management, Content Development, Coaching, Higher Education
Education
University of Wisconsin-Madison 1989 — 1994
BA, Communication Arts: Radio, TV, and Film
University of Minnesota-Twin Cities
Certificate, •Certificate of Technology Enhanced Learning
University of Minnesota-Twin Cities
MEd, Instructional Design and Learning Technologies
Dave Ische's Ameriprise Financial Experience January 2007 - April 2008
Job Sr Project Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters August 2013 - Present
Infor September 2012 - August 2013
Allianz Life August 2012 - September 2012
e-Integrity September 2011 - August 2012
Thomson Reuters April 2008 - August 2011
Ameriprise Financial January 2007 - April 2008
MeasureNow.net LLC. January 2001 - January 2007
PRISYM Group, Inc. January 1994 - January 2001
PRAGMATEK Consulting Group 1989 - 1994
Skills
Project Management, Strategic Planning, Project Planning, Program Management, Change Management, Resource Management, Team Building, Software Project..., Team Leadership, Social Media, Business Analysis, Integrated Marketing, Web Development, Lean Transformation, Business Process..., Consulting, Customer Engagement, Leadership, Management, MS Project, Project Portfolio..., Performance Management, SDLC, Risk Management, Business Process, Software Documentation, Vendor Management, CRM, Software Development, Microsoft SQL Server, Integration, Business Intelligence, IT Strategy, Access, Requirements Gathering, Requirements Analysis, Visio, PMP, PMO, IT Management, SharePoint, Cross-functional Team..., SaaS
Education
Villanova University 2012 — 2012
Certificate of Achievement
University of Minnesota-Twin Cities 1977 — 1981
BS
Brown Institute 1980 — 1980
Certificate
Thomson Reuters August 2013 - Present
Infor September 2012 - August 2013
Allianz Life August 2012 - September 2012
e-Integrity September 2011 - August 2012
Thomson Reuters April 2008 - August 2011
Ameriprise Financial January 2007 - April 2008
MeasureNow.net LLC. January 2001 - January 2007
PRISYM Group, Inc. January 1994 - January 2001
PRAGMATEK Consulting Group 1989 - 1994
Skills
Project Management, Strategic Planning, Project Planning, Program Management, Change Management, Resource Management, Team Building, Software Project..., Team Leadership, Social Media, Business Analysis, Integrated Marketing, Web Development, Lean Transformation, Business Process..., Consulting, Customer Engagement, Leadership, Management, MS Project, Project Portfolio..., Performance Management, SDLC, Risk Management, Business Process, Software Documentation, Vendor Management, CRM, Software Development, Microsoft SQL Server, Integration, Business Intelligence, IT Strategy, Access, Requirements Gathering, Requirements Analysis, Visio, PMP, PMO, IT Management, SharePoint, Cross-functional Team..., SaaS
Education
Villanova University 2012 — 2012
Certificate of Achievement
University of Minnesota-Twin Cities 1977 — 1981
BS
Brown Institute 1980 — 1980
Certificate
Kelley Stenberg Kelley Stenberg's Ameriprise Financial Experience September 2010 - January 2011
Job Senior Account Executive at Toth + Co
Industry Marketing and Advertising
Experience
Toth + Co July 2015 - Present
Arnold Worldwide September 2013 - July 2015
Arnold Worldwide August 2012 - September 2013
Arnold Worldwide May 2012 - August 2012
University of New Hampshire Student Activity Fee Committee May 2010 - May 2012
GalTime.com October 2011 - April 2012
Kyle Alexandra Wardrobe and Style Consulting May 2011 - September 2011
UNH Marketing and Advertising Club January 2010 - May 2011
Ameriprise Financial September 2010 - January 2011
Leary & Company Inc. Public Relations 2009 - 2010
Education
University of New Hampshire 2008 — 2012
BA, Communication, Business, Political Science
Lorenzo de Medici School, Florence, Italy 2011 — 2011
Toth + Co July 2015 - Present
Arnold Worldwide September 2013 - July 2015
Arnold Worldwide August 2012 - September 2013
Arnold Worldwide May 2012 - August 2012
University of New Hampshire Student Activity Fee Committee May 2010 - May 2012
GalTime.com October 2011 - April 2012
Kyle Alexandra Wardrobe and Style Consulting May 2011 - September 2011
UNH Marketing and Advertising Club January 2010 - May 2011
Ameriprise Financial September 2010 - January 2011
Leary & Company Inc. Public Relations 2009 - 2010
Education
University of New Hampshire 2008 — 2012
BA, Communication, Business, Political Science
Lorenzo de Medici School, Florence, Italy 2011 — 2011
Kristine Clemens Kristine Clemens's Ameriprise Financial Experience 2005 - 2006
Job Marketing Manager at Premium Seats USA
Industry Marketing and Advertising
Experience
Premium Seats USA April 2014 - Present
Bullseye Strategy March 2013 - February 2014
Kaplan Higher Education Group December 2012 - March 2013
Kaplan University February 2012 - December 2012
Kaplan University February 2011 - March 2012
Kaplan University June 2010 - February 2011
Omaha Beef Football 2009 - August 2009
Omaha Beef Football February 2009 - May 2009
Ameriprise Financial 2005 - 2006
Skills
Social Media, Public Relations, Social Media Marketing, Advertising, Supervisory Skills, Online Marketing, Marketing Communications, Direct Marketing, Marketing Research, Competitive Analysis, Creative Problem Solving, Event Planning, Online Advertising, Brand Development, SEM, Social Networking, Digital Strategy, Marketing, Content Development, Strategy, Management, Training, Media Planning, Digital Marketing, Google Analytics, Integrated Marketing, Google Adwords, Facebook, SEO, Web Analytics, Email Marketing, Digital Media
Education
University of Nebraska at Omaha 2005 — 2009
Communications, Journalism- PR and Advertising
University of Northern Iowa 2005 — 2006
Premium Seats USA April 2014 - Present
Bullseye Strategy March 2013 - February 2014
Kaplan Higher Education Group December 2012 - March 2013
Kaplan University February 2012 - December 2012
Kaplan University February 2011 - March 2012
Kaplan University June 2010 - February 2011
Omaha Beef Football 2009 - August 2009
Omaha Beef Football February 2009 - May 2009
Ameriprise Financial 2005 - 2006
Skills
Social Media, Public Relations, Social Media Marketing, Advertising, Supervisory Skills, Online Marketing, Marketing Communications, Direct Marketing, Marketing Research, Competitive Analysis, Creative Problem Solving, Event Planning, Online Advertising, Brand Development, SEM, Social Networking, Digital Strategy, Marketing, Content Development, Strategy, Management, Training, Media Planning, Digital Marketing, Google Analytics, Integrated Marketing, Google Adwords, Facebook, SEO, Web Analytics, Email Marketing, Digital Media
Education
University of Nebraska at Omaha 2005 — 2009
Communications, Journalism- PR and Advertising
University of Northern Iowa 2005 — 2006
Kim Bassett Kim Bassett's Ameriprise Financial Experience June 2006 - June 2007
Job President of Bassett Consulting, Inc.
Industry Information Technology and Services
Experience
Bassett Consulting, Inc February 2012 - Present
Bassett Consulting, Inc. February 2002 - Present
1420 Collection 2013 - 2014
Target August 2010 - January 2013
Target November 2009 - July 2010
St. Jude Medical January 2009 - November 2009
United States Postal Service January 2008 - October 2008
United States Postal Service January 2008 - June 2008
Ameriprise Financial June 2006 - June 2007
Ameriprise Financial July 2005 - May 2006
Skills
Project Management, Financial Services, Program Management, PMO, Process Improvement, Change Management, Team Leadership, Project Planning
Education
University of Minnesota-Twin Cities 1983 — 1988
BS, Retail Merchandising
Bassett Consulting, Inc February 2012 - Present
Bassett Consulting, Inc. February 2002 - Present
1420 Collection 2013 - 2014
Target August 2010 - January 2013
Target November 2009 - July 2010
St. Jude Medical January 2009 - November 2009
United States Postal Service January 2008 - October 2008
United States Postal Service January 2008 - June 2008
Ameriprise Financial June 2006 - June 2007
Ameriprise Financial July 2005 - May 2006
Skills
Project Management, Financial Services, Program Management, PMO, Process Improvement, Change Management, Team Leadership, Project Planning
Education
University of Minnesota-Twin Cities 1983 — 1988
BS, Retail Merchandising
Cherie Anderson's Ameriprise Financial Experience September 2010 - April 2012
Job Learning & Development Consultant
Industry Internet
Experience
Cray Research April 2015 - Present
Minnesota Change Management Network April 2015 - Present
Minnesota Change Management Network January 2014 - May 2015
The Cady Group September 2012 - March 2015
Minnesota Religious Coalition for Reproductive Choice June 2012 - October 2013
Ameriprise Financial September 2010 - April 2012
Ameriprise Financial July 2007 - September 2009
Ameriprise Financial September 2002 - July 2007
Skills
Training Delivery, Instructional Design, Change Management, Recruiting, Strategic Planning, Needs Analysis, Communications Planning, Coaching, Leadership Development, Employee Training, Onboarding, Employee Engagement, Program Management, Organizational..., Management, Workshop Facilitation, Performance Management, Leadership, Project Management, Internal Communications, Training, Team Building, Organizational..., Interviews, Public Speaking, Process Improvement, Executive Coaching, Human Resources, Culture Change, Succession Planning, Organizational Design, Creative Writing, E-learning Modules
Education
Bowling Green State University 2011 — 2013
Masters of Organization Development, Organizational Development
University of Minnesota-Twin Cities 1989 — 2010
Bachelor of Arts, Theatre Arts
Cray Research April 2015 - Present
Minnesota Change Management Network April 2015 - Present
Minnesota Change Management Network January 2014 - May 2015
The Cady Group September 2012 - March 2015
Minnesota Religious Coalition for Reproductive Choice June 2012 - October 2013
Ameriprise Financial September 2010 - April 2012
Ameriprise Financial July 2007 - September 2009
Ameriprise Financial September 2002 - July 2007
Skills
Training Delivery, Instructional Design, Change Management, Recruiting, Strategic Planning, Needs Analysis, Communications Planning, Coaching, Leadership Development, Employee Training, Onboarding, Employee Engagement, Program Management, Organizational..., Management, Workshop Facilitation, Performance Management, Leadership, Project Management, Internal Communications, Training, Team Building, Organizational..., Interviews, Public Speaking, Process Improvement, Executive Coaching, Human Resources, Culture Change, Succession Planning, Organizational Design, Creative Writing, E-learning Modules
Education
Bowling Green State University 2011 — 2013
Masters of Organization Development, Organizational Development
University of Minnesota-Twin Cities 1989 — 2010
Bachelor of Arts, Theatre Arts
Brandon Hegg Brandon Hegg's Ameriprise Financial Experience March 2010 - January 2012
Job Training Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - April 2015
Ameriprise Financial Services, Inc. January 2012 - June 2014
Ameriprise Financial March 2010 - January 2012
Ameriprise Financial August 2008 - March 2010
University of Minnesota September 2005 - July 2007
Education
University of Minnesota-Twin Cities 2005 — 2009
D.C. Everest
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - April 2015
Ameriprise Financial Services, Inc. January 2012 - June 2014
Ameriprise Financial March 2010 - January 2012
Ameriprise Financial August 2008 - March 2010
University of Minnesota September 2005 - July 2007
Education
University of Minnesota-Twin Cities 2005 — 2009
D.C. Everest
Constance DesCarpentrie Constance DesCarpentrie's Ameriprise Financial Experience August 2010 - November 2012
Job Senior Business Analyst, Clearing MFO
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Trust Company May 2013 - October 2014
Columbia Management November 2012 - May 2013
Ameriprise Financial August 2010 - November 2012
RiverSource Asset Management April 2002 - August 2010
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Project Planning, Project Scope..., Project Management, Business Analysis, Business Requirements, Requirements Analysis, Functional Requirements, Analysis, Cross-functional..., Requirements Gathering, Requirements Management, Solution Implementation, Functional..., Process Flow Charts, Business Process Mapping, Process Flow..., Test Planning, Test Management, User Acceptance Testing, Functional Testing, Financial Analysis
Education
University of Minnesota-Twin Cities 1992 — 1997
BA
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Trust Company May 2013 - October 2014
Columbia Management November 2012 - May 2013
Ameriprise Financial August 2010 - November 2012
RiverSource Asset Management April 2002 - August 2010
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Project Planning, Project Scope..., Project Management, Business Analysis, Business Requirements, Requirements Analysis, Functional Requirements, Analysis, Cross-functional..., Requirements Gathering, Requirements Management, Solution Implementation, Functional..., Process Flow Charts, Business Process Mapping, Process Flow..., Test Planning, Test Management, User Acceptance Testing, Functional Testing, Financial Analysis
Education
University of Minnesota-Twin Cities 1992 — 1997
BA
Andy Warbel Andy Warbel's Ameriprise Financial Experience September 2008 - November 2010
Job Financial Advisor
Industry Financial Services
Experience
MassMutual Greater Richmond November 2010 - Present
Ameriprise Financial September 2008 - November 2010
Lone Star Steakhouse 1990 - 2006
Skills
Life Insurance, Retirement, Insurance, Disability Insurance, Portfolio Management, Finance, Long Term Care Insurance, Financial Services, Securities, IRAs, P&L
Education
University of Mount Union 1968 — 1972
BA
MassMutual Greater Richmond November 2010 - Present
Ameriprise Financial September 2008 - November 2010
Lone Star Steakhouse 1990 - 2006
Skills
Life Insurance, Retirement, Insurance, Disability Insurance, Portfolio Management, Finance, Long Term Care Insurance, Financial Services, Securities, IRAs, P&L
Education
University of Mount Union 1968 — 1972
BA
Clark Page, Financial Advisor, CRPC® Clark Page, Financial Advisor, CRPC®'s Ameriprise Financial Experience August 2006 - March 2015
Job Financial Planner at Integrated Financial Partners / Lincoln Financial Advisors
Industry Financial Services
Experience
Integrated Financial Partners / Lincoln Financial Advisors March 2015 - Present
Ameriprise Financial August 2006 - March 2015
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science in Business Administration:, Finance
Integrated Financial Partners / Lincoln Financial Advisors March 2015 - Present
Ameriprise Financial August 2006 - March 2015
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science in Business Administration:, Finance
William (Bill) Ford, CFP® William (Bill) Ford, CFP®'s Ameriprise Financial Experience 1991 - 1993
Job Vice President, National Accounts at American Century Investments
Industry Financial Services
Experience
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
Cynthia Dutcher-Flack Cynthia Dutcher-Flack's Ameriprise Financial Experience August 2006 - Present
Job Vice President Marketing Services at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial August 2006 - Present
Ameriprise Financial August 2006 - February 2008
Periscope February 1997 - August 2006
Periscope 1994 - 1997
Skills
Direct Mail, Interactive Marketing, Integrated Marketing, Direct Marketing, Advertising, Marketing Communications, Email Marketing, Account Management, Digital Marketing, Marketing Strategy, Relationship Marketing, Management, Marketing, Brand Management, Digital Strategy, CRM, Creative Strategy, Project Management, Social Media Marketing, Digital Media, Strategy, Multi-channel Marketing, Online Advertising, Analytics, Content Strategy, B2B, Lead Generation, Web Analytics
Education
University of Minnesota-Twin Cities 1985 — 1989
BS, Applied Design
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial August 2006 - Present
Ameriprise Financial August 2006 - February 2008
Periscope February 1997 - August 2006
Periscope 1994 - 1997
Skills
Direct Mail, Interactive Marketing, Integrated Marketing, Direct Marketing, Advertising, Marketing Communications, Email Marketing, Account Management, Digital Marketing, Marketing Strategy, Relationship Marketing, Management, Marketing, Brand Management, Digital Strategy, CRM, Creative Strategy, Project Management, Social Media Marketing, Digital Media, Strategy, Multi-channel Marketing, Online Advertising, Analytics, Content Strategy, B2B, Lead Generation, Web Analytics
Education
University of Minnesota-Twin Cities 1985 — 1989
BS, Applied Design
eduardo oseguera eduardo oseguera's Ameriprise Financial Experience April 2012 - March 2013
Job Equity Trader at Tower Hill Trading
Industry Capital Markets
Experience
Tower Hill Trading August 2014 - Present
Ameriprise Financial April 2012 - March 2013
John Thomas Financial July 2010 - June 2011
Bright Trading August 2009 - July 2010
Hakkasan Group January 2004 - January 2010
Merrill Lynch April 2005 - March 2006
Skills
Equities, Finance, Series 7, Financial Markets, Investments, Capital Markets, Trading, Portfolio Management, Series 63, Series 65, Wealth Management, Risk Management, Fixed Income
Education
University of Nevada-Las Vegas 2004 — 2008
B.S, Finance
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance
Tower Hill Trading August 2014 - Present
Ameriprise Financial April 2012 - March 2013
John Thomas Financial July 2010 - June 2011
Bright Trading August 2009 - July 2010
Hakkasan Group January 2004 - January 2010
Merrill Lynch April 2005 - March 2006
Skills
Equities, Finance, Series 7, Financial Markets, Investments, Capital Markets, Trading, Portfolio Management, Series 63, Series 65, Wealth Management, Risk Management, Fixed Income
Education
University of Nevada-Las Vegas 2004 — 2008
B.S, Finance
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance
Jon Brecher Jon Brecher's Ameriprise Financial Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Wells Fargo June 2011 - May 2014
Wells Fargo Advisors April 2013 - June 2013
Skills
Financial Planning, Retirement, Finance, Financial Services, Banking, Wealth Management, Investments, Portfolio Management, Credit
Education
University of Nevada-Reno
Ameriprise Financial June 2014 - Present
Wells Fargo June 2011 - May 2014
Wells Fargo Advisors April 2013 - June 2013
Skills
Financial Planning, Retirement, Finance, Financial Services, Banking, Wealth Management, Investments, Portfolio Management, Credit
Education
University of Nevada-Reno
Dalton Knight Dalton Knight's Ameriprise Financial Experience January 2008 - Present
Job File Clerk at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2008 - Present
Walmart October 2013 - July 2014
Walgreens April 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Social Media, Teamwork, Strategic Planning
Education
University of Nebraska at Omaha 2014 — 2018
Business and Personal/Financial Services Marketing Operations
Elkhorn South High School, Attending University of Nebraska at Omaha 2010 — 2014
Business and Personal/Financial Services Marketing Operations
Ameriprise Financial January 2008 - Present
Walmart October 2013 - July 2014
Walgreens April 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Social Media, Teamwork, Strategic Planning
Education
University of Nebraska at Omaha 2014 — 2018
Business and Personal/Financial Services Marketing Operations
Elkhorn South High School, Attending University of Nebraska at Omaha 2010 — 2014
Business and Personal/Financial Services Marketing Operations
Jeffrey Zimmer Jeffrey Zimmer's Ameriprise Financial Experience 2004 - 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
AnchorBank September 2013 - April 2015
Waddell & Reed February 2013 - August 2013
CUNA Brokerage Services Inc. February 2012 - February 2013
CUNA Mutual Group January 2010 - February 2012
CUNA Mutual Group July 2007 - January 2010
Ameriprise Financial 2004 - 2007
Morgan Stanley 2000 - 2004
Education
University of Minnesota-Twin Cities 1996 — 2001
Tremper
Tremper
Ameriprise Financial Services, Inc. April 2015 - Present
AnchorBank September 2013 - April 2015
Waddell & Reed February 2013 - August 2013
CUNA Brokerage Services Inc. February 2012 - February 2013
CUNA Mutual Group January 2010 - February 2012
CUNA Mutual Group July 2007 - January 2010
Ameriprise Financial 2004 - 2007
Morgan Stanley 2000 - 2004
Education
University of Minnesota-Twin Cities 1996 — 2001
Tremper
Tremper
Ellie Thomas Ellie Thomas's Ameriprise Financial Experience March 2010 - June 2015
Job Digital Marketing Professional seeking new position
Industry Online Media
Experience
Ameriprise Financial March 2010 - June 2015
Ameriprise Financial January 2008 - July 2010
Popular Front November 2005 - 2007
Freelance 2004 - 2005
Creative Images 1996 - 1999
Metropolitan Hodder Group 1995 - 1996
IVI Publishing 1994 - 1995
"Mystery Science Theater 3000" / Best Brains, Inc. 1991 - 1994
Skills
Multimedia, Web Development, Account Management, Strategic Planning, E-commerce, Team Leadership, Digital Strategy, Information Architecture, Digital Marketing, Management, Product Management, Video, Web Content Management, Video Production, Web Project Management, Email Marketing, Marketing Strategy, Content Management, Online Advertising, Interactive Marketing, Budgets, Program Management, Project Management
Education
University of Missouri-Columbia
Bachelor of Journalism
University of Missouri-Columbia
Bachelor of Arts (B.A.)
Ameriprise Financial March 2010 - June 2015
Ameriprise Financial January 2008 - July 2010
Popular Front November 2005 - 2007
Freelance 2004 - 2005
Creative Images 1996 - 1999
Metropolitan Hodder Group 1995 - 1996
IVI Publishing 1994 - 1995
"Mystery Science Theater 3000" / Best Brains, Inc. 1991 - 1994
Skills
Multimedia, Web Development, Account Management, Strategic Planning, E-commerce, Team Leadership, Digital Strategy, Information Architecture, Digital Marketing, Management, Product Management, Video, Web Content Management, Video Production, Web Project Management, Email Marketing, Marketing Strategy, Content Management, Online Advertising, Interactive Marketing, Budgets, Program Management, Project Management
Education
University of Missouri-Columbia
Bachelor of Journalism
University of Missouri-Columbia
Bachelor of Arts (B.A.)
Andrew Rores's Ameriprise Financial Experience February 2015 - Present
Job Finance
Industry Financial Services
Experience
Ameriprise Financial February 2015 - Present
University of Nevada Reno April 2013 - December 2014
Abercrombie & Fitch 2008 - 2012
Skills
Finance, Microsoft Excel, Financial Analysis, Securities, Analysis, Data Analysis, Financial Accounting, Accounting, Store Management, Visual Merchandising, Retail Sales, Cashiering, Retail, Loss Prevention, Merchandising, Store Operations, Driving Results, Inventory Management, Inventory Control, Merchandise Planning, Shrinkage, Microsoft Word, IT Hardware Support, Network Administration
Education
University of Nevada-Reno 2011 — 2014
Bachelor of Science (B.S.) Business Administration, Finance
Los Positas Community College 2007 — 2011
Ameriprise Financial February 2015 - Present
University of Nevada Reno April 2013 - December 2014
Abercrombie & Fitch 2008 - 2012
Skills
Finance, Microsoft Excel, Financial Analysis, Securities, Analysis, Data Analysis, Financial Accounting, Accounting, Store Management, Visual Merchandising, Retail Sales, Cashiering, Retail, Loss Prevention, Merchandising, Store Operations, Driving Results, Inventory Management, Inventory Control, Merchandise Planning, Shrinkage, Microsoft Word, IT Hardware Support, Network Administration
Education
University of Nevada-Reno 2011 — 2014
Bachelor of Science (B.S.) Business Administration, Finance
Los Positas Community College 2007 — 2011
Kristine Frank Elias Kristine Frank Elias's Ameriprise Financial Experience January 2007 - March 2012
Job Communications, University of Minnesota Physicians
Industry Medical Practice
Experience
University of Minnesota Physicians March 2012 - Present
Ameriprise Financial January 2007 - March 2012
Skills
Internal Communications, Strategic Communications, Marketing Communications, Corporate Communications, Public Relations, Integrated Marketing, Leadership, Project Management, Program Management, Management, Strategic Planning, Public Speaking, Nonprofits, Event Management, Editing, Event Planning, Newsletters, Social Media
Education
University of St. Thomas 2006 — 2011
MA, Art History
University of Minnesota-Twin Cities 1980 — 1985
BA, Speech - Communications
University of Minnesota Physicians March 2012 - Present
Ameriprise Financial January 2007 - March 2012
Skills
Internal Communications, Strategic Communications, Marketing Communications, Corporate Communications, Public Relations, Integrated Marketing, Leadership, Project Management, Program Management, Management, Strategic Planning, Public Speaking, Nonprofits, Event Management, Editing, Event Planning, Newsletters, Social Media
Education
University of St. Thomas 2006 — 2011
MA, Art History
University of Minnesota-Twin Cities 1980 — 1985
BA, Speech - Communications
Matt Ott's Ameriprise Financial Experience August 2003 - March 2006
Job Managing Director MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Retirement Services July 2010 - Present
Wells Fargo Advisors September 2008 - July 2010
First Bank June 2007 - September 2008
Ameriprise Financial August 2003 - March 2006
Skills
Series 63, Retirement Planning, Series 7, 401k, Asset Allocation, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Retirement, Securities, Wealth Management, Series 6, Fixed Annuities, Financial Advisory
Education
University of Phoenix 2006 — 2008
MBA
University of Missouri-Columbia 1996 — 2000
B.S., Personal Finance
MassMutual Retirement Services July 2010 - Present
Wells Fargo Advisors September 2008 - July 2010
First Bank June 2007 - September 2008
Ameriprise Financial August 2003 - March 2006
Skills
Series 63, Retirement Planning, Series 7, 401k, Asset Allocation, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Retirement, Securities, Wealth Management, Series 6, Fixed Annuities, Financial Advisory
Education
University of Phoenix 2006 — 2008
MBA
University of Missouri-Columbia 1996 — 2000
B.S., Personal Finance
Jay Russell Jay Russell's Ameriprise Financial Experience January 2011 - May 2011
Job Equity Trader at Tower Hill Trading
Industry Financial Services
Experience
Tower Hill Trading April 2014 - Present
World Trade Securities August 2012 - March 2013
University of New Hampshire September 2011 - May 2012
Pax World Funds September 2011 - December 2011
Ameriprise Financial January 2011 - May 2011
Skills
Mutual Funds, Equities, Bloomberg, Microsoft Office, Bloomberg Terminal, Financial Analysis, Excel, Stock Trading, Series 56, Microsoft Excel, Interpersonal Skill, Economics, Finance, Research, Trading, Leadership, Public Speaking, Data Analysis, Access, Portfolio Management, Time Management, Derivatives, Equity Research, Analysis, Investments, Financial Modeling, Business Strategy, Competitive Analysis, Investment Banking, Teamwork, Valuation, Asset Allocation
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Finance, Minor: Economics
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S. Finance, Minor: Economics
Tower Hill Trading April 2014 - Present
World Trade Securities August 2012 - March 2013
University of New Hampshire September 2011 - May 2012
Pax World Funds September 2011 - December 2011
Ameriprise Financial January 2011 - May 2011
Skills
Mutual Funds, Equities, Bloomberg, Microsoft Office, Bloomberg Terminal, Financial Analysis, Excel, Stock Trading, Series 56, Microsoft Excel, Interpersonal Skill, Economics, Finance, Research, Trading, Leadership, Public Speaking, Data Analysis, Access, Portfolio Management, Time Management, Derivatives, Equity Research, Analysis, Investments, Financial Modeling, Business Strategy, Competitive Analysis, Investment Banking, Teamwork, Valuation, Asset Allocation
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Finance, Minor: Economics
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S. Finance, Minor: Economics
Lisa Ogorek, PMP® Lisa Ogorek, PMP®'s Ameriprise Financial Experience April 2004 - May 2005
Job Manager Information Technology at Aimia Inc
Industry Information Technology and Services
Experience
Aimia Inc May 2012 - Present
Modern Survey September 2005 - May 2012
Ameriprise Financial April 2004 - May 2005
Financial Industry Technical Services, Inc. November 2003 - March 2004
Ameriprise Financial April 1998 - April 2001
Ameriprise Financial September 1995 - March 1998
Ameriprise Financial April 1994 - August 1995
Ameriprise Financial March 1991 - March 1994
Skills
Project Management, Business Analysis, Account Management, Vendor Management, Performance Management, Process Improvement, PMP, SharePoint, Requirements Analysis, Training, Resource Management, Leadership, Marketing, Management, CRM, Program Management, Talent Management, PMO, Analysis, Cross-functional Team..., SDLC, Information Technology
Education
Meta Institute 2011 — 2012
Therapeutic Coach® certification
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Science, Marketing
Aimia Inc May 2012 - Present
Modern Survey September 2005 - May 2012
Ameriprise Financial April 2004 - May 2005
Financial Industry Technical Services, Inc. November 2003 - March 2004
Ameriprise Financial April 1998 - April 2001
Ameriprise Financial September 1995 - March 1998
Ameriprise Financial April 1994 - August 1995
Ameriprise Financial March 1991 - March 1994
Skills
Project Management, Business Analysis, Account Management, Vendor Management, Performance Management, Process Improvement, PMP, SharePoint, Requirements Analysis, Training, Resource Management, Leadership, Marketing, Management, CRM, Program Management, Talent Management, PMO, Analysis, Cross-functional Team..., SDLC, Information Technology
Education
Meta Institute 2011 — 2012
Therapeutic Coach® certification
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Science, Marketing
Kimberly Mikrot Kimberly Mikrot's Ameriprise Financial Experience January 2006 - June 2008
Job Director People, Culture and Corporate Support Communications at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2015 - Present
U.S. Bank March 2014 - Present
Target September 2010 - March 2014
Ameriprise Financial Services, Inc. July 2008 - September 2010
Golden Girl Homes August 2009 - August 2010
Ameriprise Financial January 2006 - June 2008
American Express Financial Advisors August 2000 - December 2005
Skills
Internal Communications, Strategic Communications, Employee Engagement, Employee Benefits, Talent Management, Change Management, Strategy, Corporate Communications, Organizational..., Leadership, Editing, Web Content Management, Communications Planning, Human Resources, Communications Strategy, Organizational Change, Writing, Executive Communications, HR Strategy, Employee Surveys, Technical Writing, Retirement Plans, Speech Writing, Management
Education
University of Minnesota-Twin Cities 1993 — 1999
B.A., English
U.S. Bank January 2015 - Present
U.S. Bank March 2014 - Present
Target September 2010 - March 2014
Ameriprise Financial Services, Inc. July 2008 - September 2010
Golden Girl Homes August 2009 - August 2010
Ameriprise Financial January 2006 - June 2008
American Express Financial Advisors August 2000 - December 2005
Skills
Internal Communications, Strategic Communications, Employee Engagement, Employee Benefits, Talent Management, Change Management, Strategy, Corporate Communications, Organizational..., Leadership, Editing, Web Content Management, Communications Planning, Human Resources, Communications Strategy, Organizational Change, Writing, Executive Communications, HR Strategy, Employee Surveys, Technical Writing, Retirement Plans, Speech Writing, Management
Education
University of Minnesota-Twin Cities 1993 — 1999
B.A., English
Phillip Marsalla Phillip Marsalla's Ameriprise Financial Experience October 2008 - August 2010
Job Business Analyst at Lockton Companies
Industry Financial Services
Experience
Lockton Companies April 2015 - Present
Lockton Companies June 2013 - April 2015
Lockton Companies November 2010 - June 2013
Ameriprise Financial October 2008 - August 2010
H&R Block Financial Advisors February 2008 - October 2008
H&R Block Financial Advisors February 2006 - February 2008
ECCO Select August 2003 - February 2006
Education
University of Missouri-Kansas City 2001 — 2005
BS, Business Administration
Lockton Companies April 2015 - Present
Lockton Companies June 2013 - April 2015
Lockton Companies November 2010 - June 2013
Ameriprise Financial October 2008 - August 2010
H&R Block Financial Advisors February 2008 - October 2008
H&R Block Financial Advisors February 2006 - February 2008
ECCO Select August 2003 - February 2006
Education
University of Missouri-Kansas City 2001 — 2005
BS, Business Administration
Kim Riley, CTP Kim Riley, CTP's Ameriprise Financial Experience May 2000 - December 2007
Job IT Project Manager Express Scripts at iBridge Solutions
Industry Financial Services
Experience
iBridge Solutions May 2011 - Present
Charter Communications June 2010 - May 2011
MasterCard March 2008 - December 2009
Ameriprise Financial May 2000 - December 2007
GE Capital Mortgage 1995 - 2000
Citicorp Mortgage 1989 - 1995
Education
University of Missouri-Columbia 1981 — 1985
iBridge Solutions May 2011 - Present
Charter Communications June 2010 - May 2011
MasterCard March 2008 - December 2009
Ameriprise Financial May 2000 - December 2007
GE Capital Mortgage 1995 - 2000
Citicorp Mortgage 1989 - 1995
Education
University of Missouri-Columbia 1981 — 1985
Sheldon Klugman's Ameriprise Financial Experience June 2000 - October 2004
Job Internal Controls Director
Industry Government Administration
Experience
Minnesota Department of Commerce Compliance DirectorAmeriprise FinancialOctober 2004 - February 2009
Ameriprise Financial June 2000 - October 2004
Ameriprise Financial May 1996 - June 2000
Ameriprise Financial May 1989 - May 1996
Education
University of St. Thomas - Opus College of Business 2010 — 2010
Mini Masters of Business Administration
University of Minnesota-Twin Cities
BA, Speech Communication
Minnesota Department of Commerce Compliance DirectorAmeriprise FinancialOctober 2004 - February 2009
Ameriprise Financial June 2000 - October 2004
Ameriprise Financial May 1996 - June 2000
Ameriprise Financial May 1989 - May 1996
Education
University of St. Thomas - Opus College of Business 2010 — 2010
Mini Masters of Business Administration
University of Minnesota-Twin Cities
BA, Speech Communication
Doug Dunning Doug Dunning's Ameriprise Financial Experience 1984 - Present
Job VP, Annuity Product Development at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1984 - Present
Principal Financial Group 1981 - 1984
Skills
Retirement, Variable Annuities, Wealth Management, Actuarial Science, Financial Services, Investments, Fixed Annuities, Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Insurance, Asset Management, Life Insurance, Financial Modeling, Valuation, Retirement Planning, Business Excellence, Fixed Income, Economic Capital, Financial Planning, Enterprise Risk..., Strategic Planning, Strategic Financial..., Risk Management
Education
University of Nebraska-Lincoln 1979 — 1981
MS, Actuarial Science
University of Nebraska at Kearney 1975 — 1979
BS, Math, Education
University of Nebraska at Kearney 1975 — 1979
Bachelor of Science (BS), Math Education and Business Administration
Blair High School 1971 — 1975
Ameriprise Financial 1984 - Present
Principal Financial Group 1981 - 1984
Skills
Retirement, Variable Annuities, Wealth Management, Actuarial Science, Financial Services, Investments, Fixed Annuities, Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Insurance, Asset Management, Life Insurance, Financial Modeling, Valuation, Retirement Planning, Business Excellence, Fixed Income, Economic Capital, Financial Planning, Enterprise Risk..., Strategic Planning, Strategic Financial..., Risk Management
Education
University of Nebraska-Lincoln 1979 — 1981
MS, Actuarial Science
University of Nebraska at Kearney 1975 — 1979
BS, Math, Education
University of Nebraska at Kearney 1975 — 1979
Bachelor of Science (BS), Math Education and Business Administration
Blair High School 1971 — 1975
Kristine Powers Kristine Powers's Ameriprise Financial Experience October 2007 - October 2009
Job Gardener at Roberta's Pizza
Industry Food Production
Experience
Roberta's Pizza May 2013 - September 2014
The Toucan and The Lion June 2012 - February 2013
Lloyds Banking Group September 2011 - March 2012
Hennepin County October 2009 - January 2011
Ameriprise Financial October 2007 - October 2009
Harbringer Partners 2007 - 2009
Ceres Environmental Services May 2007 - October 2007
University of Minnesota April 2006 - May 2007
Ameriprise Financial October 2002 - September 2005
Skills
Business Process, Process Improvement, Cross-functional Team..., Project Management, Requirements Gathering, Quality Assurance, ERP, User Acceptance Testing, Analysis, Management, Six Sigma, Leadership, Business Transformation, PeopleSoft, Business Analysis, SDLC, Business Requirements, Vendor Management, Business Process..., Visio, Change Management, Requirements Analysis, Integration
Education
University of Minnesota-Twin Cities 2006 — 2008
Bachelor of Science, Geography
University of Minnesota-Twin Cities 2005 — 2008
Bachelor of Science (B.S.), Geography
Roberta's Pizza May 2013 - September 2014
The Toucan and The Lion June 2012 - February 2013
Lloyds Banking Group September 2011 - March 2012
Hennepin County October 2009 - January 2011
Ameriprise Financial October 2007 - October 2009
Harbringer Partners 2007 - 2009
Ceres Environmental Services May 2007 - October 2007
University of Minnesota April 2006 - May 2007
Ameriprise Financial October 2002 - September 2005
Skills
Business Process, Process Improvement, Cross-functional Team..., Project Management, Requirements Gathering, Quality Assurance, ERP, User Acceptance Testing, Analysis, Management, Six Sigma, Leadership, Business Transformation, PeopleSoft, Business Analysis, SDLC, Business Requirements, Vendor Management, Business Process..., Visio, Change Management, Requirements Analysis, Integration
Education
University of Minnesota-Twin Cities 2006 — 2008
Bachelor of Science, Geography
University of Minnesota-Twin Cities 2005 — 2008
Bachelor of Science (B.S.), Geography
Ben Swim Ben Swim's Ameriprise Financial Experience February 2004 - February 2006
Job Sales Supervision Manager Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Symmetric Advisors June 2010 - September 2011
RiverSource Asset Management February 2006 - June 2010
Ameriprise Financial February 2004 - February 2006
Parametric Technology Corp January 2002 - December 2003
Skills
Marketing, Series 63, Business Strategy, Sales
Education
University of Minnesota-Twin Cities 1995 — 1999
BA, Public Relations, Marketing, English
Ameriprise Financial Services, Inc. September 2011 - Present
Symmetric Advisors June 2010 - September 2011
RiverSource Asset Management February 2006 - June 2010
Ameriprise Financial February 2004 - February 2006
Parametric Technology Corp January 2002 - December 2003
Skills
Marketing, Series 63, Business Strategy, Sales
Education
University of Minnesota-Twin Cities 1995 — 1999
BA, Public Relations, Marketing, English
Abby Warnert Abby Warnert's Ameriprise Financial Experience May 2007 - May 2008
Job Manager at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - April 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Ameriprise Financial May 2007 - May 2008
Ameriprise Financial May 2006 - May 2007
Education
University of Minnesota-Twin Cities 2001 — 2005
Ameriprise Financial Services, Inc. November 2008 - April 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Ameriprise Financial May 2007 - May 2008
Ameriprise Financial May 2006 - May 2007
Education
University of Minnesota-Twin Cities 2001 — 2005
Stacey B. Coffey, CRPC®, CLTC® Stacey B. Coffey, CRPC®, CLTC®'s Ameriprise Financial Experience August 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2002 - Present
Skills
Investments, Insurance, Retirement Planning, Finance
Education
Certification in Long-term Care
Certification in Long-term Care, Financial Planning
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
University of New Hampshire, 2000
Bachelor of Arts (BA), English & Spanish
Ameriprise Financial August 2002 - Present
Skills
Investments, Insurance, Retirement Planning, Finance
Education
Certification in Long-term Care
Certification in Long-term Care, Financial Planning
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
University of New Hampshire, 2000
Bachelor of Arts (BA), English & Spanish
Jason Vinar's Ameriprise Financial Experience June 2010 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Education
University of Minnesota-Twin Cities 2007 — 2009
MS, Financial Mathematics
University of Wisconsin-Eau Claire 1995 — 1999
BS, Mathematics, Economics
Ameriprise Financial June 2010 - Present
Education
University of Minnesota-Twin Cities 2007 — 2009
MS, Financial Mathematics
University of Wisconsin-Eau Claire 1995 — 1999
BS, Mathematics, Economics
Jenny Kovar's Ameriprise Financial Experience April 2008 - Present
Job Registered Sales Assistant at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial April 2008 - Present
Education
University of Nebraska-Lincoln 2000 — 2004
Skutt
Ameriprise Financial April 2008 - Present
Education
University of Nebraska-Lincoln 2000 — 2004
Skutt
Amanda Glendy's Ameriprise Financial Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Von Maur 2000 - 2005
Education
University of Nebraska-Lincoln 1996 — 2001
Ameriprise Financial 2006 - Present
Von Maur 2000 - 2005
Education
University of Nebraska-Lincoln 1996 — 2001
Jane VanTassel's Ameriprise Financial Experience February 2007 - June 2015
Job Digital marketer on sabbatical
Industry Marketing and Advertising
Experience
Ameriprise Financial February 2007 - June 2015
Thomson Reuters 2001 - 2006
Net Perceptions 1999 - 2001
Fingerhut Companies 1986 - 1998
Skills
Direct Marketing, Multi-channel Marketing, Marketing Communications, Marketing, Integrated Marketing, Marketing Strategy, Interactive Marketing, Social Media Marketing, E-commerce, Customer Acquisition, SEO, Digital Marketing, CRM, Digital Strategy, B2B Marketing
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Business Administration and Management, General
University of Wisconsin-Madison
Ameriprise Financial February 2007 - June 2015
Thomson Reuters 2001 - 2006
Net Perceptions 1999 - 2001
Fingerhut Companies 1986 - 1998
Skills
Direct Marketing, Multi-channel Marketing, Marketing Communications, Marketing, Integrated Marketing, Marketing Strategy, Interactive Marketing, Social Media Marketing, E-commerce, Customer Acquisition, SEO, Digital Marketing, CRM, Digital Strategy, B2B Marketing
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Business Administration and Management, General
University of Wisconsin-Madison
Pat Glesener's Ameriprise Financial Experience July 2006 - Present
Job Sr. Business Analyst at Ameriprise Financial and Owner, Pat Glesener Comedy Juggler and Illusionist
Industry Entertainment
Experience
Ameriprise Financial July 2006 - Present
Ameriprise Financial Advisors 1992 - Present
Skills
Requirements Gathering
Education
Brown Institute, Minneapolis
Electronics Technology/Technician
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.)
Ameriprise Financial July 2006 - Present
Ameriprise Financial Advisors 1992 - Present
Skills
Requirements Gathering
Education
Brown Institute, Minneapolis
Electronics Technology/Technician
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.)
Amanda Hestick's Ameriprise Financial Experience March 2007 - May 2014
Job Senior Talent Acquisition Consultant at Mortenson
Industry Staffing and Recruiting
Experience
Mortenson August 2015 - Present
Vista Outdoor Inc. May 2014 - Present
Ameriprise Financial March 2007 - May 2014
TCF National Bank August 1997 - March 2007
Skills
Talent Acquisition, Recruiting, Leadership, Management, Consulting, Applicant Tracking..., Onboarding, Talent Management, Training, Human Resources, Employee Relations, College Recruiting, Sourcing, Technical Recruiting, Internet Recruiting, Interviews, Employee Engagement, Executive Search
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Psychology
Mortenson August 2015 - Present
Vista Outdoor Inc. May 2014 - Present
Ameriprise Financial March 2007 - May 2014
TCF National Bank August 1997 - March 2007
Skills
Talent Acquisition, Recruiting, Leadership, Management, Consulting, Applicant Tracking..., Onboarding, Talent Management, Training, Human Resources, Employee Relations, College Recruiting, Sourcing, Technical Recruiting, Internet Recruiting, Interviews, Employee Engagement, Executive Search
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Psychology
Rob Elfner's Ameriprise Financial Experience January 2001 - April 2006
Job SVP, Head of Retirement Marketing at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2006 - Present
Ameriprise Financial January 2001 - April 2006
Ameriprise Financial Services, Inc. January 1997 - December 2000
Ameriprise Financial Services, Inc. June 1994 - December 1996
Ameriprise Financial Services, Inc. May 1992 - October 1994
Ameriprise Financial Services, Inc. September 1987 - April 1992
Skills
Retirement, Mergers, Marketing, Investments, Marketing Strategy, Financial Analysis, Financial Services, Strategy, Portfolio Management, Analytics, Direct Marketing, Leadership, Integrated Marketing, Banking, Segmentation, Sales, Process Improvement, Digital Marketing, Mutual Funds, Customer Acquisition, Team Building, Trusted Business Partner
Education
University of Minnesota-Twin Cities 1985 — 1987
Bachelor of Mechanical Engineering, Engineering
Wells Fargo May 2006 - Present
Ameriprise Financial January 2001 - April 2006
Ameriprise Financial Services, Inc. January 1997 - December 2000
Ameriprise Financial Services, Inc. June 1994 - December 1996
Ameriprise Financial Services, Inc. May 1992 - October 1994
Ameriprise Financial Services, Inc. September 1987 - April 1992
Skills
Retirement, Mergers, Marketing, Investments, Marketing Strategy, Financial Analysis, Financial Services, Strategy, Portfolio Management, Analytics, Direct Marketing, Leadership, Integrated Marketing, Banking, Segmentation, Sales, Process Improvement, Digital Marketing, Mutual Funds, Customer Acquisition, Team Building, Trusted Business Partner
Education
University of Minnesota-Twin Cities 1985 — 1987
Bachelor of Mechanical Engineering, Engineering
Cheryl Thomas's Ameriprise Financial Experience December 2005 - October 2007
Job Vice President Human Resources at Wings Financial Credit Union
Industry Human Resources
Experience
Wings Financial Credit Union December 2013 - Present
Thrivent Financial August 2008 - December 2013
Ameriprise Financial December 2005 - October 2007
Ameriprise Financial Advisors November 2000 - December 2005
American Express Financial Advisors July 1996 - October 2000
American Express Financial Advisors 1997 - 1999
American Express Financial Advisors 1993 - 1997
American Express Financial Advisors 1990 - 1993
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Employee Relations, Human Resources, Personnel Management, Workforce Planning, Change Management, Employee Training, Leadership, Coaching, Employee Benefits, Vendor Management, Team Building, Strategic Human...
Education
University of Minnesota-Twin Cities
BA
Wings Financial Credit Union December 2013 - Present
Thrivent Financial August 2008 - December 2013
Ameriprise Financial December 2005 - October 2007
Ameriprise Financial Advisors November 2000 - December 2005
American Express Financial Advisors July 1996 - October 2000
American Express Financial Advisors 1997 - 1999
American Express Financial Advisors 1993 - 1997
American Express Financial Advisors 1990 - 1993
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Employee Relations, Human Resources, Personnel Management, Workforce Planning, Change Management, Employee Training, Leadership, Coaching, Employee Benefits, Vendor Management, Team Building, Strategic Human...
Education
University of Minnesota-Twin Cities
BA
Heidi Backer (Markgren), MBA's Ameriprise Financial Experience September 2008 - January 2014
Job Marketing Director
Industry Hospital & Health Care
Experience
Genoa, a QoL Healthcare Company September 2015 - Present
Freelance January 2010 - Present
Blue Cross and Blue Shield of Minnesota January 2014 - September 2015
Ameriprise Financial September 2008 - January 2014
Ameriprise Financial February 2005 - September 2008
KFAI Radio 2004 - 2004
Hard Rock Hotel 2002 - 2003
quiksilver 2001 - 2002
New York Life 2000 - 2002
Creative Promotional Concepts 2000 - 2000
Skills
Marketing Communications, Marketing, Marketing Strategy, Strategic Communications, Email Marketing, Cross-functional Team..., Project Management, Digital Marketing, Integrated Marketing, Copywriting, Strategy, Event Planning, Program Management, Management, Sales, Social Media Marketing, Advertising, Budgets, Social Media, Customer Insight, Salesforce.com, Eloqua, Writing, Market Planning, Marketo, Pardot, Marketing Automation
Education
University of Minnesota-Twin Cities 2007 — 2009
MA, Strategic Communications
University of Minnesota-Twin Cities 2006 — 2007
MPP, Public Policy
University of Phoenix 2003 — 2005
MBA, Management
University of Minnesota-Twin Cities 1997 — 1999
BA, Political Science
Brainco
Genoa, a QoL Healthcare Company September 2015 - Present
Freelance January 2010 - Present
Blue Cross and Blue Shield of Minnesota January 2014 - September 2015
Ameriprise Financial September 2008 - January 2014
Ameriprise Financial February 2005 - September 2008
KFAI Radio 2004 - 2004
Hard Rock Hotel 2002 - 2003
quiksilver 2001 - 2002
New York Life 2000 - 2002
Creative Promotional Concepts 2000 - 2000
Skills
Marketing Communications, Marketing, Marketing Strategy, Strategic Communications, Email Marketing, Cross-functional Team..., Project Management, Digital Marketing, Integrated Marketing, Copywriting, Strategy, Event Planning, Program Management, Management, Sales, Social Media Marketing, Advertising, Budgets, Social Media, Customer Insight, Salesforce.com, Eloqua, Writing, Market Planning, Marketo, Pardot, Marketing Automation
Education
University of Minnesota-Twin Cities 2007 — 2009
MA, Strategic Communications
University of Minnesota-Twin Cities 2006 — 2007
MPP, Public Policy
University of Phoenix 2003 — 2005
MBA, Management
University of Minnesota-Twin Cities 1997 — 1999
BA, Political Science
Brainco
Charles Boneck's Ameriprise Financial Experience October 2008 - September 2009
Job Operations at Principal Builders Inc.
Industry Construction
Experience
Principal Builders Inc. September 2011 - Present
Alamo Capital October 2009 - June 2010
Ameriprise Financial October 2008 - September 2009
First Republic Securities/Merrill Lynch October 2006 - July 2008
THE GRIFFIN GROUP – Orinda, CA January 2000 - August 2006
California Community Dispute Services January 1996 - January 2000
Croesus Trust January 1985 - January 1996
Robertson, Colman January 1983 - January 1985
Skills
Emoney & NaviPlan..., Investments, Asset Managment, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Asset Management, Securities, Mutual Funds, Strategic Financial..., Asset Allocation, Hedge Funds, Strategy, Finance, Financial Services, Trading, Financial Advisory
Education
University of Nevada-Reno 1983 — 1986
bs, finance
UNIVERSITY NEVADA 1977 — 1981
Bachelor of Science, Finance & Economic
Principal Builders Inc. September 2011 - Present
Alamo Capital October 2009 - June 2010
Ameriprise Financial October 2008 - September 2009
First Republic Securities/Merrill Lynch October 2006 - July 2008
THE GRIFFIN GROUP – Orinda, CA January 2000 - August 2006
California Community Dispute Services January 1996 - January 2000
Croesus Trust January 1985 - January 1996
Robertson, Colman January 1983 - January 1985
Skills
Emoney & NaviPlan..., Investments, Asset Managment, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Asset Management, Securities, Mutual Funds, Strategic Financial..., Asset Allocation, Hedge Funds, Strategy, Finance, Financial Services, Trading, Financial Advisory
Education
University of Nevada-Reno 1983 — 1986
bs, finance
UNIVERSITY NEVADA 1977 — 1981
Bachelor of Science, Finance & Economic
Lisa Simmons Cummings's Ameriprise Financial Experience May 2010 - May 2012
Job Personal Technology Consulting
Industry Banking
Experience
Ameriprise Financial May 2010 - May 2012
Bank of America 1998 - 2010
Skills
SDLC, Vendor Management, Business Analysis, Project Portfolio..., IT Strategy, Risk Management, Process Improvement, IT Management, Visio, PMO, Enterprise Architecture, Program Management, Project Management, Requirements Analysis, PMP, Six Sigma
Education
University of New Hampshire 1978 — 1982
Bachelor of Science (B.S.), Compter Science
Ameriprise Financial May 2010 - May 2012
Bank of America 1998 - 2010
Skills
SDLC, Vendor Management, Business Analysis, Project Portfolio..., IT Strategy, Risk Management, Process Improvement, IT Management, Visio, PMO, Enterprise Architecture, Program Management, Project Management, Requirements Analysis, PMP, Six Sigma
Education
University of New Hampshire 1978 — 1982
Bachelor of Science (B.S.), Compter Science
Lisa Clark (Blasing)'s Ameriprise Financial Experience March 2011 - January 2013
Job Operations Manager at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group January 2013 - Present
Ameriprise Financial March 2011 - January 2013
Ameriprise Financial July 2009 - March 2011
Weatherly Consulting April 2007 - April 2009
Allianz Life- Questar Capital 2004 - 2007
Allianz Life 1995 - 2007
Allianz - USAllianz Securities/Questar Capital 2002 - 2004
Dain Bosworth 1992 - 1995
Education
University of Minnesota-Twin Cities 1988 — 1995
BA, Political Science
Roseville High School
Wealth Enhancement Group January 2013 - Present
Ameriprise Financial March 2011 - January 2013
Ameriprise Financial July 2009 - March 2011
Weatherly Consulting April 2007 - April 2009
Allianz Life- Questar Capital 2004 - 2007
Allianz Life 1995 - 2007
Allianz - USAllianz Securities/Questar Capital 2002 - 2004
Dain Bosworth 1992 - 1995
Education
University of Minnesota-Twin Cities 1988 — 1995
BA, Political Science
Roseville High School
Angela Shifrin's Ameriprise Financial Experience 2000 - 2008
Job Marketing Director at Optum
Industry Health, Wellness and Fitness
Experience
Optum January 2015 - Present
UnitedHealthcare October 2012 - Present
Ameriprise Financial Services, Inc. 2008 - 2012
Ameriprise Financial 2000 - 2008
National Car Rental 1994 - 2000
Cevette & Company 1992 - 1994
Skills
Relationship Management, Financial Services, Interactive Marketing, Marketing Strategy, Cross-functional Team..., Customer Satisfaction, Strategy, Program Management, Management, Training, Project Management, Marketing, Leadership, Product Management, Team Building, Budgets, Analytics, Account Management, Marketing Communications, CRM, Direct Marketing, B2B, Email Marketing, Multi-channel Marketing, Sales, Integrated Marketing, Competitive Analysis, Marketing Management, Product Marketing, Lead Generation, Market Research, Salesforce.com, Segmentation, Strategic Partnerships, Advertising, Business Development, Brand Management, Customer Acquisition, Social Media Marketing
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Advertising and Journalism
University of Minnesota-Twin Cities
Optum January 2015 - Present
UnitedHealthcare October 2012 - Present
Ameriprise Financial Services, Inc. 2008 - 2012
Ameriprise Financial 2000 - 2008
National Car Rental 1994 - 2000
Cevette & Company 1992 - 1994
Skills
Relationship Management, Financial Services, Interactive Marketing, Marketing Strategy, Cross-functional Team..., Customer Satisfaction, Strategy, Program Management, Management, Training, Project Management, Marketing, Leadership, Product Management, Team Building, Budgets, Analytics, Account Management, Marketing Communications, CRM, Direct Marketing, B2B, Email Marketing, Multi-channel Marketing, Sales, Integrated Marketing, Competitive Analysis, Marketing Management, Product Marketing, Lead Generation, Market Research, Salesforce.com, Segmentation, Strategic Partnerships, Advertising, Business Development, Brand Management, Customer Acquisition, Social Media Marketing
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Advertising and Journalism
University of Minnesota-Twin Cities
Gumer Alvero's Ameriprise Financial Experience July 2010 - Present
Job EVP at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2010 - Present
American Express Financial Advisors (now Ameriprise) 2010 - Present
Ameriprise Financial Services, Inc. 2000 - Present
Education
University of Minnesota-Twin Cities 1985 — 1989
bsb, business
Ameriprise Financial July 2010 - Present
American Express Financial Advisors (now Ameriprise) 2010 - Present
Ameriprise Financial Services, Inc. 2000 - Present
Education
University of Minnesota-Twin Cities 1985 — 1989
bsb, business
Kim Rowe's Ameriprise Financial Experience March 2005 - March 2009
Job IMAX and Digital 3D Film Producer
Industry Entertainment
Experience
Melrae Pictures March 2009 - Present
Ameriprise Financial March 2005 - March 2009
Hennepin County 1998 - 2001
Education
University of Minnesota-Twin Cities
Melrae Pictures March 2009 - Present
Ameriprise Financial March 2005 - March 2009
Hennepin County 1998 - 2001
Education
University of Minnesota-Twin Cities
Cindy Mastre's Ameriprise Financial Experience January 2011 - June 2011
Job Program Manager at Target
Industry Computer Software
Experience
Target June 2013 - Present
Experior Consulting Inc May 2003 - Present
Ecolab December 2011 - May 2013
Prime Therapeutics June 2011 - December 2011
Ameriprise Financial January 2011 - June 2011
Wells Fargo Home Mortgage June 2009 - December 2010
Best Buy June 2008 - April 2009
Thrivent Financial February 2008 - June 2008
Genesis10 2005 - 2008
Ameriprise Financial November 2005 - November 2007
Skills
Program Management, Process Improvement, Business Analysis, Integration, Agile Methodologies, SDLC, Requirements Analysis, CRM, Project Management, ERP, IT Strategy, Strategy, Data Warehousing, Data Modeling, Databases, Analysis, Enterprise Software, Enterprise Architecture
Education
University of Minnesota-Twin Cities 1985 — 1995
Target June 2013 - Present
Experior Consulting Inc May 2003 - Present
Ecolab December 2011 - May 2013
Prime Therapeutics June 2011 - December 2011
Ameriprise Financial January 2011 - June 2011
Wells Fargo Home Mortgage June 2009 - December 2010
Best Buy June 2008 - April 2009
Thrivent Financial February 2008 - June 2008
Genesis10 2005 - 2008
Ameriprise Financial November 2005 - November 2007
Skills
Program Management, Process Improvement, Business Analysis, Integration, Agile Methodologies, SDLC, Requirements Analysis, CRM, Project Management, ERP, IT Strategy, Strategy, Data Warehousing, Data Modeling, Databases, Analysis, Enterprise Software, Enterprise Architecture
Education
University of Minnesota-Twin Cities 1985 — 1995
Brenda GravenishWilliams's Ameriprise Financial Experience 2004 - 2006
Job Risk Consultant Model Validation at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial 2006 - Present
Ameriprise Financial 2004 - 2006
Metris 1999 - 2003
Skills
SAS, Strategic Analytics..., Analytics, Predictive Modeling, Database Marketing, Segmentation, Credit Cards, Risk Management, Predictive Analytics, Statistical Modeling, Financial Services
Education
University of Minnesota-Twin Cities 1988 — 1992
Wells Fargo Financial 2006 - Present
Ameriprise Financial 2004 - 2006
Metris 1999 - 2003
Skills
SAS, Strategic Analytics..., Analytics, Predictive Modeling, Database Marketing, Segmentation, Credit Cards, Risk Management, Predictive Analytics, Statistical Modeling, Financial Services
Education
University of Minnesota-Twin Cities 1988 — 1992
Nissa Ahmed's Ameriprise Financial Experience Tech DirectorAmeriprise Financial Advisors1984 - Present
Job Technology at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Tech DirectorAmeriprise Financial Advisors1984 - Present
Skills
Program Delivery, Software Project..., Business Analysis
Education
University of Minnesota-Twin Cities
BS, Information Technology
Ameriprise Financial Tech DirectorAmeriprise Financial Advisors1984 - Present
Skills
Program Delivery, Software Project..., Business Analysis
Education
University of Minnesota-Twin Cities
BS, Information Technology
Amy Bengtson's Ameriprise Financial Experience September 2005 - Present
Job Compliance Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2005 - Present
Skills
Series 24, Series 7, FINRA, Mutual Funds, Series 63
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism and Mass Communication
Ameriprise Financial September 2005 - Present
Skills
Series 24, Series 7, FINRA, Mutual Funds, Series 63
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism and Mass Communication
Shawn Jarvis's Ameriprise Financial Experience 1998 - 2006
Job Executive Assistant Events at University of Minnesota
Industry Retail
Experience
University of Minnesota August 2013 - Present
University of Minnesota September 2010 - August 2013
Columbia Sportswear August 2009 - July 2013
Target September 2006 - January 2009
YMCA 2004 - 2008
Ameriprise Financial 1998 - 2006
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Facebook, Social Networking, Social Media, Public Speaking, Sales, Time Management, Microsoft Office, Data Entry, Community Outreach, Fundraising, Leadership, Nonprofits, Research, Data Analysis, Volunteer Management, Outlook, SPSS, Blogging, Event Management
Education
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Arts (B.A.), Psychology
University of Mary 1993 — 1995
University of Minnesota August 2013 - Present
University of Minnesota September 2010 - August 2013
Columbia Sportswear August 2009 - July 2013
Target September 2006 - January 2009
YMCA 2004 - 2008
Ameriprise Financial 1998 - 2006
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Facebook, Social Networking, Social Media, Public Speaking, Sales, Time Management, Microsoft Office, Data Entry, Community Outreach, Fundraising, Leadership, Nonprofits, Research, Data Analysis, Volunteer Management, Outlook, SPSS, Blogging, Event Management
Education
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Arts (B.A.), Psychology
University of Mary 1993 — 1995
Kyle Wedin's Ameriprise Financial Experience May 2010 - January 2012
Job Installation Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Elof Wedin Foundation September 2008 - Present
Ameriprise Financial Services, Inc. January 2012 - October 2014
Ameriprise Financial May 2010 - January 2012
Ameriprise Financial Services, Inc. August 2009 - May 2010
Ameriprise Financial July 2008 - August 2009
Hyrian June 2007 - May 2008
Chianti Grill November 2000 - September 2006
Skills
Onboarding, Recruiting, Process Improvement, Leadership, Talent Acquisition, Sourcing, Applicant Tracking..., Interviews, Management, College Recruiting, Call Center, PeopleSoft, Human Resources, Training, Payroll, Internal Communications, Screening, Executive Pay, Technical Recruiting, Employee Benefits, Series 7
Education
University of Minnesota-Twin Cities 1994 — 1999
BA, Liberal Arts
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. October 2014 - Present
Elof Wedin Foundation September 2008 - Present
Ameriprise Financial Services, Inc. January 2012 - October 2014
Ameriprise Financial May 2010 - January 2012
Ameriprise Financial Services, Inc. August 2009 - May 2010
Ameriprise Financial July 2008 - August 2009
Hyrian June 2007 - May 2008
Chianti Grill November 2000 - September 2006
Skills
Onboarding, Recruiting, Process Improvement, Leadership, Talent Acquisition, Sourcing, Applicant Tracking..., Interviews, Management, College Recruiting, Call Center, PeopleSoft, Human Resources, Training, Payroll, Internal Communications, Screening, Executive Pay, Technical Recruiting, Employee Benefits, Series 7
Education
University of Minnesota-Twin Cities 1994 — 1999
BA, Liberal Arts
University of Minnesota-Twin Cities
Steve Strauss's Ameriprise Financial Experience March 1999 - Present
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 1999 - Present
Education
University of St. Thomas 1987 — 1990
University of Minnesota-Twin Cities 1976 — 1978
Ameriprise Financial March 1999 - Present
Education
University of St. Thomas 1987 — 1990
University of Minnesota-Twin Cities 1976 — 1978
Jim Huss's Ameriprise Financial Experience October 1998 - June 2012
Job retired Director Strategic Sourcing Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Advisors 1998 - Present
Ameriprise Financial October 1998 - June 2012
Skills
Strategic Sourcing, Vendor Management, Process Improvement, Ariba
Education
University of Minnesota-Twin Cities 1969 — 1973
Ameriprise Financial Advisors 1998 - Present
Ameriprise Financial October 1998 - June 2012
Skills
Strategic Sourcing, Vendor Management, Process Improvement, Ariba
Education
University of Minnesota-Twin Cities 1969 — 1973
Caron Porthan's Ameriprise Financial Experience January 2015 - March 2015
Job Experienced Information and Data Architect
Industry Financial Services
Experience
ProPlate April 2015 - Present
Open for employment opportunities March 2014 - Present
Ameriprise Financial January 2015 - March 2015
Temporary hiatus from job search for family reasons November 2012 - March 2014
Delta AIrlines February 2011 - August 2012
Delta Air Lines January 2009 - February 2011
Northwest Airlines October 1989 - January 2009
University of Minnesota July 1988 - October 1989
IDS American Express 1984 - 1989
Skills
Data Modeling, Data Warehousing, Systems Analysis, Enterprise Architecture, Data Integration, Data Analysis, Business Analysis, Business Intelligence, SDLC, Erwin, DB2, Requirements Analysis, Database Design, Visio, Data Architecture, Data Architects, Enterprise Data..., Metadata Management, Metadata Standards, Taxonomy, XML Spy, Oracle Applications, Microsoft SQL Server, SOA, Enterprise Content..., Databases, Teradata, Data Strategy, Metadata Modeling, IBM SOA, information architect, Unstructured Data, Altova, Classical Piano, ACARS, ATPCO, SCEPTRE, Airlines, Requirements Gathering, Business Requirements, ETL, SharePoint, Data Warehouse..., Software Project..., Data Governance, Oracle, Strategy, Integration
Education
Aurora Hoyt Lakes
Augsburg College 1976 — 1978
BA, Music
Mesabi Community College 1974 — 1976
AA, Associate in Arts
Mankato Area Voc-Tech 1979 — 1980
2 yr, Programming
University of Minnesota-Twin Cities
Studied for Graduate Program, East Asian Studies, A
ProPlate April 2015 - Present
Open for employment opportunities March 2014 - Present
Ameriprise Financial January 2015 - March 2015
Temporary hiatus from job search for family reasons November 2012 - March 2014
Delta AIrlines February 2011 - August 2012
Delta Air Lines January 2009 - February 2011
Northwest Airlines October 1989 - January 2009
University of Minnesota July 1988 - October 1989
IDS American Express 1984 - 1989
Skills
Data Modeling, Data Warehousing, Systems Analysis, Enterprise Architecture, Data Integration, Data Analysis, Business Analysis, Business Intelligence, SDLC, Erwin, DB2, Requirements Analysis, Database Design, Visio, Data Architecture, Data Architects, Enterprise Data..., Metadata Management, Metadata Standards, Taxonomy, XML Spy, Oracle Applications, Microsoft SQL Server, SOA, Enterprise Content..., Databases, Teradata, Data Strategy, Metadata Modeling, IBM SOA, information architect, Unstructured Data, Altova, Classical Piano, ACARS, ATPCO, SCEPTRE, Airlines, Requirements Gathering, Business Requirements, ETL, SharePoint, Data Warehouse..., Software Project..., Data Governance, Oracle, Strategy, Integration
Education
Aurora Hoyt Lakes
Augsburg College 1976 — 1978
BA, Music
Mesabi Community College 1974 — 1976
AA, Associate in Arts
Mankato Area Voc-Tech 1979 — 1980
2 yr, Programming
University of Minnesota-Twin Cities
Studied for Graduate Program, East Asian Studies, A
Kevin Rajotte's Ameriprise Financial Experience September 1995 - Present
Job Clearing Service Professional II
Industry Financial Services
Experience
Ameriprise Financial September 1995 - Present
Colorado Prime February 1990 - December 1994
Skills
Financial Services, Trading, Mutual Funds, Financial Advisory, Retirement Planning, Investments, Series 6, Sales
Education
University of New Hampshire 1985 — 1985
Ameriprise Financial September 1995 - Present
Colorado Prime February 1990 - December 1994
Skills
Financial Services, Trading, Mutual Funds, Financial Advisory, Retirement Planning, Investments, Series 6, Sales
Education
University of New Hampshire 1985 — 1985
Genevieve Fleury's Ameriprise Financial Experience April 2006 - August 2011
Job Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial April 2006 - August 2011
Ameriprise Financial December 1998 - April 2006
Ameriprise Financial Services, Inc. September 1996 - December 1998
Ameriprise Financial Services, Inc. September 1994 - September 1996
Skills
Vendor Management, Financial Services, Project Management, Retirement Planning, Mutual Funds, Strategic Financial..., Wealth Management, Risk Management, Leadership
Education
University of Minnesota-Twin Cities 1988 — 1993
Liberal Arts
Saint Scholastica - High School 1984 — 1988
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial April 2006 - August 2011
Ameriprise Financial December 1998 - April 2006
Ameriprise Financial Services, Inc. September 1996 - December 1998
Ameriprise Financial Services, Inc. September 1994 - September 1996
Skills
Vendor Management, Financial Services, Project Management, Retirement Planning, Mutual Funds, Strategic Financial..., Wealth Management, Risk Management, Leadership
Education
University of Minnesota-Twin Cities 1988 — 1993
Liberal Arts
Saint Scholastica - High School 1984 — 1988
Eric Folia, CRPC®'s Ameriprise Financial Experience 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2002 - Present
Fidelity Investments February 2000 - November 2002
Education
University of New Hampshire 1994 — 1999
Pinkerton Academy 1990 — 1994
Ameriprise Financial 2002 - Present
Fidelity Investments February 2000 - November 2002
Education
University of New Hampshire 1994 — 1999
Pinkerton Academy 1990 — 1994
Brien Link's Ameriprise Financial Experience 2005 - Present
Job Manager at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1996 - 2005
Cooper Law Firm 1995 - 1996
Education
Minnesota Paralegal Institute 1995 — 1995
Paralegal Certificate
University of Minnesota-Twin Cities
BIS, Liberal Arts
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1996 - 2005
Cooper Law Firm 1995 - 1996
Education
Minnesota Paralegal Institute 1995 — 1995
Paralegal Certificate
University of Minnesota-Twin Cities
BIS, Liberal Arts
Ross Simonson's Ameriprise Financial Experience August 1994 - August 2008
Job Business Optimization Engineer at Sajan
Industry Translation and Localization
Experience
Sajan February 2014 - Present
Sajan, Inc. August 2008 - February 2014
Ameriprise Financial August 1994 - August 2008
University of Minnesota - Office of Student Financial Aid September 1988 - June 1994
Skills
Translation, Multilingual, Localization, Internationalization, Vendor Management, Website Localization, Globalization, Quality Assurance, Salesforce.com, Process Improvement, SaaS, Project Management, Business Analysis, Software Documentation, Business Process..., Language Services, Linguistics, Team Building, Technical Translation, Terminology, Trados
Education
University of Minnesota-Twin Cities 1988 — 1993
B.A., Political Science
Sajan February 2014 - Present
Sajan, Inc. August 2008 - February 2014
Ameriprise Financial August 1994 - August 2008
University of Minnesota - Office of Student Financial Aid September 1988 - June 1994
Skills
Translation, Multilingual, Localization, Internationalization, Vendor Management, Website Localization, Globalization, Quality Assurance, Salesforce.com, Process Improvement, SaaS, Project Management, Business Analysis, Software Documentation, Business Process..., Language Services, Linguistics, Team Building, Technical Translation, Terminology, Trados
Education
University of Minnesota-Twin Cities 1988 — 1993
B.A., Political Science
Lona Doolan's Ameriprise Financial Experience September 1981 - Present
Job Business Systems Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1987 - Present
Ameriprise Financial September 1981 - Present
Skills
Business Analysis, SDLC, Process Improvement, Program Management, Requirements Analysis, Business Process..., Project Portfolio..., IT Strategy, Visio, Requirements Gathering, Business Requirements, Vendor Management, Financial Services, Lotus Notes, PMO, Cross-functional Team..., Project Management, Change Management, Mainframe, JCL
Education
University of Minnesota-Twin Cities 2007 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Ameriprise Financial Services, Inc. 1987 - Present
Ameriprise Financial September 1981 - Present
Skills
Business Analysis, SDLC, Process Improvement, Program Management, Requirements Analysis, Business Process..., Project Portfolio..., IT Strategy, Visio, Requirements Gathering, Business Requirements, Vendor Management, Financial Services, Lotus Notes, PMO, Cross-functional Team..., Project Management, Change Management, Mainframe, JCL
Education
University of Minnesota-Twin Cities 2007 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Amanda Svebakken's Ameriprise Financial Experience 2006 - 2007
Job Office Manager
Industry Financial Services
Experience
Doyle & Associates 2009 - Present
Ameriprise Financial 2006 - 2007
Von Maur 2000 - 2006
Education
University of Nebraska-Lincoln 1996 — 2001
BA, Merchandising
Doyle & Associates 2009 - Present
Ameriprise Financial 2006 - 2007
Von Maur 2000 - 2006
Education
University of Nebraska-Lincoln 1996 — 2001
BA, Merchandising
Leisa Knych's Ameriprise Financial Experience April 2007 - Present
Job Communications Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2007 - Present
Travelers June 2006 - April 2007
Piper Jaffray February 2003 - June 2006
Zurich North America June 2001 - February 2003
St. Paul Companies 1991 - 2000
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Writing, Editing, Cross-functional Team..., Newsletters, Marketing, Advertising, Strategic Planning, Program Management, Leadership, Copywriting
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism
Ameriprise Financial April 2007 - Present
Travelers June 2006 - April 2007
Piper Jaffray February 2003 - June 2006
Zurich North America June 2001 - February 2003
St. Paul Companies 1991 - 2000
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Writing, Editing, Cross-functional Team..., Newsletters, Marketing, Advertising, Strategic Planning, Program Management, Leadership, Copywriting
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism
Kristin Weisser's Ameriprise Financial Experience May 2010 - April 2014
Job Senior Director, Asset Management Compliance, General Counsel's Organization at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial May 2010 - April 2014
Bank of America October 2005 - June 2010
Deutsche Asset Management June 2003 - October 2005
Deutsche Asset Management 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Mutual Funds, Securities, Asset Managment, Securities Regulation, Investment Advisory, Investment Management, Risk Management, Financial Services, Analysis, Asset Management, Corporate Governance, Process Improvement, Management, Risk Assessment, Wealth Management, Investments
Education
University of New Hampshire 1988 — 1992
B.A., English
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial May 2010 - April 2014
Bank of America October 2005 - June 2010
Deutsche Asset Management June 2003 - October 2005
Deutsche Asset Management 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Mutual Funds, Securities, Asset Managment, Securities Regulation, Investment Advisory, Investment Management, Risk Management, Financial Services, Analysis, Asset Management, Corporate Governance, Process Improvement, Management, Risk Assessment, Wealth Management, Investments
Education
University of New Hampshire 1988 — 1992
B.A., English
Pamela Bulanda-Barks, CMP's Ameriprise Financial Experience November 2001 - Present
Job Director, Conference, Event Planning and Operations
Industry Events Services
Experience
Ameriprise Financial November 2001 - Present
Meridian Enterprises September 1991 - November 2001
Skills
Incentives, Event Management, Meeting Planning, Trade Shows, Event Planning, Corporate Events, Certified Meeting..., Sales, Hospitality, Social Media Marketing, Sponsorship, Social Media
Education
University of Missouri-Columbia 1987 — 1991
BS
Ameriprise Financial November 2001 - Present
Meridian Enterprises September 1991 - November 2001
Skills
Incentives, Event Management, Meeting Planning, Trade Shows, Event Planning, Corporate Events, Certified Meeting..., Sales, Hospitality, Social Media Marketing, Sponsorship, Social Media
Education
University of Missouri-Columbia 1987 — 1991
BS
Monte Rude's Ameriprise Financial Experience January 1998 - February 2014
Job Lead Solution Engineer at Allianz Life
Industry Financial Services
Experience
Allianz Life February 2014 - Present
Ameriprise Financial January 1998 - February 2014
Buffets, Inc. 1993 - 1997
Skills
Enterprise Architecture, SDLC, Architecture, Solution Architecture, IT Strategy, Vendor Management, Requirements Gathering, Mobile Applications, Business Analysis, Security, Integration, Visio, Software Project..., Disaster Recovery, Program Management, SOA, ITIL, Architectures, Requirements Analysis
Education
University of Minnesota-Twin Cities
Bachelor of Business Administration (BBA)
Allianz Life February 2014 - Present
Ameriprise Financial January 1998 - February 2014
Buffets, Inc. 1993 - 1997
Skills
Enterprise Architecture, SDLC, Architecture, Solution Architecture, IT Strategy, Vendor Management, Requirements Gathering, Mobile Applications, Business Analysis, Security, Integration, Visio, Software Project..., Disaster Recovery, Program Management, SOA, ITIL, Architectures, Requirements Analysis
Education
University of Minnesota-Twin Cities
Bachelor of Business Administration (BBA)
Sean Staples's Ameriprise Financial Experience May 2006 - May 2008
Job Facility Supervisor at Central Parking System
Industry Financial Services
Experience
State Street July 2008 - Present
Central Parking System February 2008 - Present
Ameriprise Financial May 2006 - May 2008
Education
University of Missouri-Kansas City 2008 — 2010
Master's, Business Administration
University of Missouri-Kansas City 2002 — 2005
BS, Business Administration
State Street July 2008 - Present
Central Parking System February 2008 - Present
Ameriprise Financial May 2006 - May 2008
Education
University of Missouri-Kansas City 2008 — 2010
Master's, Business Administration
University of Missouri-Kansas City 2002 — 2005
BS, Business Administration
Natalie Grover's Ameriprise Financial Experience July 2007 - February 2009
Job HR Business Partner at Allianz Life
Industry Financial Services
Experience
Allianz Life April 2015 - Present
Fireman's Fund Insurance Company October 2012 - April 2015
Allianz Life February 2009 - October 2012
Ameriprise Financial July 2007 - February 2009
Target 2002 - 2007
Skills
Project management, HR strategy, Instructional Design, Project Management, Leadership Development, Organizational..., Training Delivery, Process Improvement, Personnel Management, Employee Engagement, Training, Blended Learning, Program Management, Organizational...
Education
University of Minnesota-Twin Cities 2006 — 2008
M.Ed, Human Resource Development
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Science, Human Resource Development
Allianz Life April 2015 - Present
Fireman's Fund Insurance Company October 2012 - April 2015
Allianz Life February 2009 - October 2012
Ameriprise Financial July 2007 - February 2009
Target 2002 - 2007
Skills
Project management, HR strategy, Instructional Design, Project Management, Leadership Development, Organizational..., Training Delivery, Process Improvement, Personnel Management, Employee Engagement, Training, Blended Learning, Program Management, Organizational...
Education
University of Minnesota-Twin Cities 2006 — 2008
M.Ed, Human Resource Development
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Science, Human Resource Development
Jesse Sidor's Ameriprise Financial Experience July 2006 - March 2008
Job President of Paradigm Insurance Agency
Industry Insurance
Experience
Paradigm Insurance Agency June 2014 - Present
National Truck Services Group, Inc November 2012 - May 2014
Sundance Insurance Group January 2012 - October 2012
Ameriprise Financial July 2006 - March 2008
Skills
Access, Risk Management, Leadership, Commercial Insurance, Fundraising, Insurance, Negotiation, Property & Casualty..., Financial Analysis, Microsoft Excel
Education
University of Nevada-Las Vegas 2002 — 2006
Business, Finance
Paradigm Insurance Agency June 2014 - Present
National Truck Services Group, Inc November 2012 - May 2014
Sundance Insurance Group January 2012 - October 2012
Ameriprise Financial July 2006 - March 2008
Skills
Access, Risk Management, Leadership, Commercial Insurance, Fundraising, Insurance, Negotiation, Property & Casualty..., Financial Analysis, Microsoft Excel
Education
University of Nevada-Las Vegas 2002 — 2006
Business, Finance
JoAnne Zachow's Ameriprise Financial Experience 2005 - 2012
Job VP Office of Insurance, Annuities, and Strategy at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial 2005 - 2012
Ameriprise Financial 1979 - 2008
Skills
Insurance, Investments, Strategy, Financial Services, Retirement Planning, Strategic Financial..., Series 7, CRM, Portfolio Management, Wealth Management
Education
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial 2005 - 2012
Ameriprise Financial 1979 - 2008
Skills
Insurance, Investments, Strategy, Financial Services, Retirement Planning, Strategic Financial..., Series 7, CRM, Portfolio Management, Wealth Management
Education
University of Minnesota-Twin Cities
Christoffer Warren's Ameriprise Financial Experience April 2009 - September 2010
Job Sr. Annuity Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - October 2013
Ameriprise Financial April 2009 - September 2010
Wyatt Management Inc June 2008 - October 2008
Education
University of Minnesota-Twin Cities 2004 — 2008
Construction Management, Construction and Economics
LEADERSHIP AGC University of Minnesota
Ameriprise Financial Services, Inc. September 2010 - October 2013
Ameriprise Financial April 2009 - September 2010
Wyatt Management Inc June 2008 - October 2008
Education
University of Minnesota-Twin Cities 2004 — 2008
Construction Management, Construction and Economics
LEADERSHIP AGC University of Minnesota
Gina Holje's Ameriprise Financial Experience August 2004 - Present
Job VP, Product Development Managed Accounts at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2004 - Present
Ameriprise Financial Services, Inc. 2004 - Present
Capital Professional Advisors December 2001 - August 2004
SSC Consulting February 2001 - December 2001
HorizonGuide September 2000 - February 2001
American Express Financial Advisors 1998 - 2000
Wells Fargo September 1990 - June 1998
Skills
Product Management, Wealth Management, Series 7, Mutual Funds, Business Development, Financial Services, Series 66, Series 24
Education
University of Minnesota-Twin Cities 1981 — 1984
BA, International Relations
Ameriprise Financial August 2004 - Present
Ameriprise Financial Services, Inc. 2004 - Present
Capital Professional Advisors December 2001 - August 2004
SSC Consulting February 2001 - December 2001
HorizonGuide September 2000 - February 2001
American Express Financial Advisors 1998 - 2000
Wells Fargo September 1990 - June 1998
Skills
Product Management, Wealth Management, Series 7, Mutual Funds, Business Development, Financial Services, Series 66, Series 24
Education
University of Minnesota-Twin Cities 1981 — 1984
BA, International Relations
Lois Burgess's Ameriprise Financial Experience June 2002 - August 2005
Job Associate Financial Representative to Matt Sweeney and Tyler McQueen at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual June 2014 - Present
Northwestern Mutual Financial Network September 2005 - May 2014
Ameriprise Financial June 2002 - August 2005
Skills
Disability Insurance, Fixed Annuities, Microsoft Excel, Leadership, Customer Service, Life Insurance, Financial Planning, Microsoft Office, Investments, Series 63, Insurance
Education
University of Utah 1984 — 1985
Bachelor of Science, Psychology
University of Montana 1981 — 1983
Psychology
Northwestern Mutual June 2014 - Present
Northwestern Mutual Financial Network September 2005 - May 2014
Ameriprise Financial June 2002 - August 2005
Skills
Disability Insurance, Fixed Annuities, Microsoft Excel, Leadership, Customer Service, Life Insurance, Financial Planning, Microsoft Office, Investments, Series 63, Insurance
Education
University of Utah 1984 — 1985
Bachelor of Science, Psychology
University of Montana 1981 — 1983
Psychology
Georgia Knobbe's Ameriprise Financial Experience May 2010 - Present
Job Consultant at Ameriprise Financial
Industry Events Services
Experience
Ameriprise Financial May 2010 - Present
Wells Fargo Advisors December 2009 - April 2010
Ameriprise Financial April 2006 - January 2009
Meridian Enterprises Corporation September 1997 - September 2000
Destination St. Louis, Inc. June 1992 - August 1997
Oscar Mayer Foods Corporation June 1990 - June 1991
Education
University of Missouri-Columbia 1988 — 1990
Bachelor of Journalism, Advertising
Ameriprise Financial May 2010 - Present
Wells Fargo Advisors December 2009 - April 2010
Ameriprise Financial April 2006 - January 2009
Meridian Enterprises Corporation September 1997 - September 2000
Destination St. Louis, Inc. June 1992 - August 1997
Oscar Mayer Foods Corporation June 1990 - June 1991
Education
University of Missouri-Columbia 1988 — 1990
Bachelor of Journalism, Advertising
Deborah Gdisis, CRPC, AAMS's Ameriprise Financial Experience 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1998 - Present
Education
University of Nebraska at Kearney
B.S., Accounting
Ameriprise Financial 1998 - Present
Education
University of Nebraska at Kearney
B.S., Accounting
Chris Neu, EA's Ameriprise Financial Experience 2002 - 2011
Job Principal at Neu DeRaad Tax & Accounting, Partner at Dunncreek Advisors LLC
Industry Financial Services
Experience
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Financial 2002 - 2011
H&R Block Financial Advisors 2007 - 2009
BNI - MorningStar Chapter 2005 - 2009
H & R Block Financial Advisors May 2007 - October 2008
Edward Jones February 2002 - May 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Psychology
University of Minnesota-Twin Cities 1962 — 1968
BA, Psychology, History, Zoology
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Financial 2002 - 2011
H&R Block Financial Advisors 2007 - 2009
BNI - MorningStar Chapter 2005 - 2009
H & R Block Financial Advisors May 2007 - October 2008
Edward Jones February 2002 - May 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Psychology
University of Minnesota-Twin Cities 1962 — 1968
BA, Psychology, History, Zoology
Karl Bauch's Ameriprise Financial Experience June 2007 - Present
Job Ameriprise
Industry Financial Services
Experience
Ameriprise Financial June 2007 - Present
US Bancorp Investments March 2005 - June 2007
Skills
Series 7, Mutual Funds, Project Management, Retirement Planning, Securities
Education
University of Minnesota-Twin Cities 2004 — 2004
BA, Economics, Quantitative Emphasis
Ameriprise Financial June 2007 - Present
US Bancorp Investments March 2005 - June 2007
Skills
Series 7, Mutual Funds, Project Management, Retirement Planning, Securities
Education
University of Minnesota-Twin Cities 2004 — 2004
BA, Economics, Quantitative Emphasis
Chandra Olson's Ameriprise Financial Experience February 2011 - Present
Job Client Service Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2011 - Present
State Street 1990 - 2000
Education
University of New Hampshire 1986 — 1991
BA, Psychology
Ameriprise Financial February 2011 - Present
State Street 1990 - 2000
Education
University of New Hampshire 1986 — 1991
BA, Psychology
Gretchen Duerksen's Ameriprise Financial Experience July 2010 - Present
Job Business Analyst at Ameriprise Financial
Industry Human Resources
Experience
Ameriprise Financial July 2010 - Present
Ameriprise Financial January 1992 - June 2010
Education
University of Minnesota-Twin Cities 1981 — 1985
B.S., Education
Ameriprise Financial July 2010 - Present
Ameriprise Financial January 1992 - June 2010
Education
University of Minnesota-Twin Cities 1981 — 1985
B.S., Education
David Knestaut, CRPC®'s Ameriprise Financial Experience September 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2006 - Present
Education
College for Financial Planning 2007 — 2008
CRPC, Chartered Retirment Planning Counselor
University of Mount Union 2001 — 2005
BA, Quantatative Analysis, Information Systems, Economics
Ameriprise Financial September 2006 - Present
Education
College for Financial Planning 2007 — 2008
CRPC, Chartered Retirment Planning Counselor
University of Mount Union 2001 — 2005
BA, Quantatative Analysis, Information Systems, Economics
Barbara Carrane's Ameriprise Financial Experience March 2007 - July 2010
Job Owner/Principal at Barbara Carrane Writing and Editing, LLC
Industry Writing and Editing
Experience
Barbara Carrane Writing and Editing, LLC July 2010 - Present
Ameriprise Financial March 2007 - July 2010
Ameriprise Financial August 2003 - March 2007
Advantus Capital Management September 1997 - August 2003
Voyageur Asset Management January 1995 - September 1997
Skills
Brochures, Writing, Investment Products, Editing, Marketing Communications, Internal Communications, Instructional Design, Event Planning, Fundraising, Investments, Marketing, Leadership, Newsletters, Content Development, Financial Services, Copywriting, Strategic Communications, Blogging, Management, Project Management, Web Content
Education
University of Nebraska-Lincoln
Masters, Education
University of Nebraska at Omaha
BS Ed, Elementary Education
Barbara Carrane Writing and Editing, LLC July 2010 - Present
Ameriprise Financial March 2007 - July 2010
Ameriprise Financial August 2003 - March 2007
Advantus Capital Management September 1997 - August 2003
Voyageur Asset Management January 1995 - September 1997
Skills
Brochures, Writing, Investment Products, Editing, Marketing Communications, Internal Communications, Instructional Design, Event Planning, Fundraising, Investments, Marketing, Leadership, Newsletters, Content Development, Financial Services, Copywriting, Strategic Communications, Blogging, Management, Project Management, Web Content
Education
University of Nebraska-Lincoln
Masters, Education
University of Nebraska at Omaha
BS Ed, Elementary Education
Susan Feist's Ameriprise Financial Experience February 2000 - July 2006
Job Programmer/DBA at Leuthold Group
Industry Financial Services
Experience
The Leuthold Group January 2007 - Present
Ameriprise Financial February 2000 - July 2006
Education
University of Minnesota-Twin Cities 1996 — 1999
BS, MIS and Accounting
The Leuthold Group January 2007 - Present
Ameriprise Financial February 2000 - July 2006
Education
University of Minnesota-Twin Cities 1996 — 1999
BS, MIS and Accounting
Craig Dahl's Ameriprise Financial Experience June 2008 - April 2009
Job Financial Advisor Recruiting
Industry Financial Services
Experience
Dahl Recruiting, LLC. January 2012 - Present
Morgan Stanley January 2010 - January 2012
Ameriprise Financial June 2008 - April 2009
Wachovia Securities, LLC 2006 - 2008
Skills
Series 7, Financial Analysis, Strategic Financial..., Coaching, Recruiting, Finance, Management, Investments, Training, Leadership, Securities, Financial Advisory, Financial Services, Business Planning
Education
University of Minnesota-Twin Cities 1964 — 1968
BSB, Business
Dahl Recruiting, LLC. January 2012 - Present
Morgan Stanley January 2010 - January 2012
Ameriprise Financial June 2008 - April 2009
Wachovia Securities, LLC 2006 - 2008
Skills
Series 7, Financial Analysis, Strategic Financial..., Coaching, Recruiting, Finance, Management, Investments, Training, Leadership, Securities, Financial Advisory, Financial Services, Business Planning
Education
University of Minnesota-Twin Cities 1964 — 1968
BSB, Business
Marcus Sheire's Ameriprise Financial Experience August 2010 - Present
Job Vice President Business Architecture and Strategy
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial August 2010 - Present
OptumHealth March 2008 - August 2010
Ameriprise Financial Services, Inc. June 1996 - March 2008
Skills
Financial Services, Process Improvement, Business Analysis, Strategic Planning, Insurance, Business Process..., Vendor Management
Education
University of Montana 1990 — 1995
BA, Liberal Studies
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial August 2010 - Present
OptumHealth March 2008 - August 2010
Ameriprise Financial Services, Inc. June 1996 - March 2008
Skills
Financial Services, Process Improvement, Business Analysis, Strategic Planning, Insurance, Business Process..., Vendor Management
Education
University of Montana 1990 — 1995
BA, Liberal Studies
Lori Strommen's Ameriprise Financial Experience 2002 - 2005
Job Paralegal at TerraForm Power
Industry Real Estate
Experience
TerraForm Power April 2014 - Present
Velocitel Inc. August 2013 - February 2014
Black & Veatch February 2013 - July 2013
Verizon Wireless September 2010 - February 2013
TK Law, PLC 2010 - August 2010
Nursing Education 2008 - 2009
Wells Fargo Bank 2005 - 2008
Ameriprise Financial 2002 - 2005
Quality Paralegal Services Inc. 1996 - 2002
SUPERVALU 1994 - 1996
Skills
Real Estate, Due Diligence, Real Estate Transactions, Investment Properties, Corporate Law, Legal Writing, Leases, Negotiation, Loans, Credit, Mortgage Lending, Commercial Litigation, Banking, Portfolio Management, Finance, Loan Origination
Education
University of Minnesota-Twin Cities
Bachelor Applied Studies, Business Communcations
TerraForm Power April 2014 - Present
Velocitel Inc. August 2013 - February 2014
Black & Veatch February 2013 - July 2013
Verizon Wireless September 2010 - February 2013
TK Law, PLC 2010 - August 2010
Nursing Education 2008 - 2009
Wells Fargo Bank 2005 - 2008
Ameriprise Financial 2002 - 2005
Quality Paralegal Services Inc. 1996 - 2002
SUPERVALU 1994 - 1996
Skills
Real Estate, Due Diligence, Real Estate Transactions, Investment Properties, Corporate Law, Legal Writing, Leases, Negotiation, Loans, Credit, Mortgage Lending, Commercial Litigation, Banking, Portfolio Management, Finance, Loan Origination
Education
University of Minnesota-Twin Cities
Bachelor Applied Studies, Business Communcations
Dane McDonald's Ameriprise Financial Experience June 2008 - August 2008
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2009 - January 2011
National City Bank October 2008 - June 2009
Ameriprise Financial June 2008 - August 2008
Education
University of Missouri-Saint Louis 2005 — 2008
B.S., Economics
New York Life Insurance Company July 2009 - January 2011
National City Bank October 2008 - June 2009
Ameriprise Financial June 2008 - August 2008
Education
University of Missouri-Saint Louis 2005 — 2008
B.S., Economics
Anne Cadham's Ameriprise Financial Experience December 1987 - April 2007
Job Operations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Wells Fargo May 2007 - November 2010
Ameriprise Financial December 1987 - April 2007
Education
University of Minnesota-Twin Cities
Sociology, Minor: Psychology
Wells Fargo November 2010 - Present
Wells Fargo May 2007 - November 2010
Ameriprise Financial December 1987 - April 2007
Education
University of Minnesota-Twin Cities
Sociology, Minor: Psychology
Tess Felber's Ameriprise Financial Experience September 2010 - January 2011
Job Corporate Recruiter at Akamai Technologies
Industry Internet
Experience
Akamai Technologies July 2015 - Present
Akamai Technologies November 2014 - July 2015
Boston Medical Center March 2013 - April 2015
Altisource Labs September 2013 - October 2014
Seven Swords Media, LLC May 2012 - November 2012
New Hampshire Wedding Magazine January 2011 - May 2011
Student Press Organization January 2011 - May 2011
Ameriprise Financial September 2010 - January 2011
Skills
Event Planning, Marketing, Public Speaking, Sales, Customer Service, Social Media, Leadership, Recruiting, Time Management, Training, Human Resources, Business Development, Management, Access, Account Management, Event Management, Salesforce.com, Team Leadership, Social Networking, Advertising, Budgets, Research, Blogging, Microsoft Excel, Online Research, Sourcing
Education
University of New Hampshire 2008 — 2012
Bachelor of Arts (BA), Communication and Business Adminstration
Akamai Technologies July 2015 - Present
Akamai Technologies November 2014 - July 2015
Boston Medical Center March 2013 - April 2015
Altisource Labs September 2013 - October 2014
Seven Swords Media, LLC May 2012 - November 2012
New Hampshire Wedding Magazine January 2011 - May 2011
Student Press Organization January 2011 - May 2011
Ameriprise Financial September 2010 - January 2011
Skills
Event Planning, Marketing, Public Speaking, Sales, Customer Service, Social Media, Leadership, Recruiting, Time Management, Training, Human Resources, Business Development, Management, Access, Account Management, Event Management, Salesforce.com, Team Leadership, Social Networking, Advertising, Budgets, Research, Blogging, Microsoft Excel, Online Research, Sourcing
Education
University of New Hampshire 2008 — 2012
Bachelor of Arts (BA), Communication and Business Adminstration
Craig Freebersyser, CFP®'s Ameriprise Financial Experience 2001 - 2005
Job Financial Advisor at Cutter & Company, Inc.
Industry Financial Services
Experience
Cutter & Company, Inc. August 2014 - Present
Wunderlich Securities 2009 - August 2014
Merrill Lynch 2005 - 2009
Ameriprise Financial 2001 - 2005
Education
University of Missouri-Saint Louis 1983 — 1987
MBA
Cutter & Company, Inc. August 2014 - Present
Wunderlich Securities 2009 - August 2014
Merrill Lynch 2005 - 2009
Ameriprise Financial 2001 - 2005
Education
University of Missouri-Saint Louis 1983 — 1987
MBA
Sean Staples's Ameriprise Financial Experience 2006 - 2008
Job Project Financial Manager at Ericsson
Industry Telecommunications
Experience
Ericsson April 2013 - Present
Central Parking System December 2010 - April 2013
State Street July 2008 - December 2010
Ameriprise Financial 2006 - 2008
Skills
Forecasting, Data Analysis, Financial Analysis, Business Development, Microsoft Excel, Customer Service, Strategic Financial..., Business Analysis, Contract Negotiation, Communication, Project management, Process Improvement, Sales, Leadership
Education
University of Missouri-Kansas City 2008 — 2010
M.B.A., Finance, entrepreneurship
Ericsson April 2013 - Present
Central Parking System December 2010 - April 2013
State Street July 2008 - December 2010
Ameriprise Financial 2006 - 2008
Skills
Forecasting, Data Analysis, Financial Analysis, Business Development, Microsoft Excel, Customer Service, Strategic Financial..., Business Analysis, Contract Negotiation, Communication, Project management, Process Improvement, Sales, Leadership
Education
University of Missouri-Kansas City 2008 — 2010
M.B.A., Finance, entrepreneurship
Matthew Hattenberger's Ameriprise Financial Experience 2007 - Present
Job Implementation Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2007 - Present
Ameriprise Financial 2007 - Present
Periscope 2003 - 2007
Skills
Interactive Marketing, Information Architecture, User Experience, Integrated Marketing, Email Marketing, Digital Marketing, Social Media, Social Media Marketing, Marketing Communications, SEO, Online Marketing, Content Management, Marketing, Digital Strategy
Education
University of Minnesota-Twin Cities 1981 — 1986
BFA, Studio Arts
Ameriprise Financial Services, Inc. 2007 - Present
Ameriprise Financial 2007 - Present
Periscope 2003 - 2007
Skills
Interactive Marketing, Information Architecture, User Experience, Integrated Marketing, Email Marketing, Digital Marketing, Social Media, Social Media Marketing, Marketing Communications, SEO, Online Marketing, Content Management, Marketing, Digital Strategy
Education
University of Minnesota-Twin Cities 1981 — 1986
BFA, Studio Arts
Sarah DeVore's Ameriprise Financial Experience June 2010 - August 2010
Job Field Customer Specialist at General Mills
Industry Consumer Goods
Experience
General Mills October 2013 - Present
General Mills June 2012 - October 2013
General Mills - Walmart & Sam's Club Accounts July 2011 - June 2012
Ameriprise Financial June 2010 - August 2010
University of Minnesota August 2009 - May 2010
AIG Global Investments September 2008 - December 2008
Skills
Leadership, Management, Market Research, Marketing, Sales
Education
University of Minnesota-Twin Cities 2007 — 2011
Entrepreneurial Management and Marketing, Business
General Mills October 2013 - Present
General Mills June 2012 - October 2013
General Mills - Walmart & Sam's Club Accounts July 2011 - June 2012
Ameriprise Financial June 2010 - August 2010
University of Minnesota August 2009 - May 2010
AIG Global Investments September 2008 - December 2008
Skills
Leadership, Management, Market Research, Marketing, Sales
Education
University of Minnesota-Twin Cities 2007 — 2011
Entrepreneurial Management and Marketing, Business
Rory Faust's Ameriprise Financial Experience December 2010 - January 2011
Job
Industry Financial Services
Experience
Campus Dining Services September 2008 - May 2011
Ameriprise Financial December 2010 - January 2011
DRS Technologies, Inc May 2009 - August 2009
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance, Economics, Real Estate
Campus Dining Services September 2008 - May 2011
Ameriprise Financial December 2010 - January 2011
DRS Technologies, Inc May 2009 - August 2009
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance, Economics, Real Estate
Lisa Baer's Ameriprise Financial Experience July 1985 - May 2014
Job Financial Advisor
Industry Financial Services
Experience
Cetera Advisors LLC April 2014 - Present
Ameriprise Financial July 1985 - May 2014
Comprehensive Health 1977 - 1984
Education
University of Missouri-Kansas City 1978 — 1981
Master of Arts (MA), Psychology
Cetera Advisors LLC April 2014 - Present
Ameriprise Financial July 1985 - May 2014
Comprehensive Health 1977 - 1984
Education
University of Missouri-Kansas City 1978 — 1981
Master of Arts (MA), Psychology
Ann Slanga's Ameriprise Financial Experience 2014 - Present
Job HR Receptionist at Ameriprise Financial
Industry Consumer Goods
Experience
Ameriprise Financial 2014 - Present
Kelly Services 2013 - 2014
General Mills 2001 - 2012
General Mills 2000 - 2001
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Outlook, Meeting/Event..., Travel Arrangements, Office Equipment..., Document Review
Education
University of Minnesota-Twin Cities
Bachelor of Science degree
Ameriprise Financial 2014 - Present
Kelly Services 2013 - 2014
General Mills 2001 - 2012
General Mills 2000 - 2001
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Outlook, Meeting/Event..., Travel Arrangements, Office Equipment..., Document Review
Education
University of Minnesota-Twin Cities
Bachelor of Science degree
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.