Ameriprise Financial

Industry: Financial services company

Description

Ameriprise 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
Donald Huff Donald Huff Greater Chicago Area Details
Donald Huff's Ameriprise Financial Experience November 2009 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 2009 - Present
Merrill Lynch  May 2000 - November 2009

Education
Carthage College
BA, Business, Poli-Sci

College for Financial Planning
CRPC(r), Chartered Retirement Planning Counselor

Roxanne McNamer Roxanne McNamer Greater Minneapolis-St. Paul Area Details
Roxanne McNamer's Ameriprise Financial Experience December 2005 - August 2010
Job Senior Business Analyst
Industry Pharmaceuticals
Experience
Prime Therapeutics  April 2015 - Present
Daugherty Business Solutions  January 2015 - March 2015
Hollstadt & Associates  May 2014 - November 2014
The Willow Group  March 2011 - March 2014
Ameriprise Financial   December 2005 - August 2010
Ameriprise Financial   January 2003 - December 2005
Ameriprise Financial   August 2000 - January 2003

Skills
Requirements Gathering, Requirements Analysis, Testing, Business Requirements, Documentations, Software Documentation, SDLC, Business Process, Analysis, Business Analysis, CRM, Process Improvement, Business Process Design, User Acceptance Testing, Vendor Management, Business Intelligence, Software Project..., Visio, Business Process Mapping, Business Process..., Project Management, PMP, SharePoint, Financial Services, PMO, Gap Analysis, Systems Analysis, Training, MS Project, Blueworks Live, Banking, Integration, Consulting, Test Planning, Articulate Suite, LMS, Desktop Procedures, Standard Operating..., Business Process..., Quality Center, Agile Methodolgy, IBM BPM, Lotus Notes, SumTotal, Business Development, Medicare Part D, Onboarding, Quality Assurance, Technical Writing, User Interface Design

Education
Capella University   2006 — 2009
Training and Performance Improvement

St. Catherine University   1988 — 1992
BA, Business Administration

Samar Nasiri CFP® Samar Nasiri CFP® Orange County, California Area Details
Samar Nasiri CFP®'s Ameriprise Financial Experience April 2008 - February 2009
Job Sales Operations Manager at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc.   September 2015 - Present
Vertical Capital Markets Group, LLC  March 2013 - May 2015
Vertical Capital Markets Group, LLC  April 2013 - September 2014
E*TRADE Financial  January 2011 - October 2012
Fidelity Investments  February 2009 - December 2010
Ameriprise Financial   April 2008 - February 2009

Skills
Series 7, Portfolio Management, Sales, Risk Management, Marketing, Management, Wealth Management, Asset Allocation, High Net Worth..., Investments, Finance, Securities, Mutual Funds, Salesforce.com, CRM, Retirement Planning, Series 63, FINRA, Retirement, Insurance

Education
California State University-Fullerton   2003 — 2008
BA, Business Finance

Braden Roseborough Braden Roseborough Seattle, Washington Details
Braden Roseborough's Ameriprise Financial Experience May 2006 - June 2007
Job Software Development Engineer at Amazon Prime Air
Industry Computer Software
Experience
Amazon  June 2015 - Present
Amazon  January 2014 - June 2015
lynda.com  November 2011 - January 2014
Apple  October 2008 - October 2011
Skydive Monterey Bay   August 2007 - June 2008
Great Northern White Water Resort   June 2007 - August 2007
Ameriprise Financial   May 2006 - June 2007
Desert Christian Middle School   July 2006 - July 2006

Skills
JavaScript, CSS, MySQL, PHP, OS X, HTML, Social Media, Adobe Creative Suite, Public Speaking, Mac OS, Mac, AngularJS, SproutCore, jQuery, Node.js, Web Development, User Interface, iPhone, User Experience, HTML 5, General Awesomeness, User Interface Design, Web Applications, Interaction Design, Mobile Applications, HTML5

Education
California State University-Monterey Bay   2007 — 2008

Margot (Slauson) Karlin Margot (Slauson) Karlin Fresno, California Area Details
Margot (Slauson) Karlin's Ameriprise Financial Experience 1999 - 2000
Job Marketing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  2001 - Present
Ameriprise Financial   1999 - 2000
Wichita Eagle  1997 - 1999
Karlin Photography   1992 - 1997
National Association of Realtors  1988 - 1992
Career Concepts USA   1984 - 1988

Skills
Marketing Strategy, Social Media, Marketing Management, Marketing, Event Planning, CRM software, Branding & Identity, Relationship Marketing, CRM, Advertising, Email Marketing, Marketing Communications, Project Management, Leadership

Education
The American College   2011 — 2014
CLF Designation, Organizational Leadership

California State University-Fresno   2002 — 2004
MBA, Marketing Management

University of Chicago   1978 — 1982
BA, Economics

Neel Agarwal Neel Agarwal Cleveland/Akron, Ohio Area Details
Neel Agarwal's Ameriprise Financial Experience January 2011 - June 2011
Job Warehouse Operations Supervisor McMasterCarr
Industry Logistics and Supply Chain
Experience
McMaster-Carr  June 2015 - Present
McMaster-Carr  March 2015 - June 2015
Ameriprise Financial Services, Inc.   August 2014 - February 2015
Ameriprise Financial Services, Inc.   June 2012 - July 2014
Ameriprise Financial Services, Inc.   July 2011 - June 2012
Ameriprise Financial   January 2011 - June 2011
Ameriprise Financial   July 2010 - January 2011
The Entrepreneurs EDGE  May 2009 - August 2009
National Science Foundation  June 2008 - August 2008

Skills
Financial Modeling, Microsoft Excel, PowerPoint, Stata, Essbase

Education
Case Western Reserve University   2006 — 2010
B.A., Economics and Sociology

Benjamin J. Oster Benjamin J. Oster San Francisco Bay Area Details
Benjamin J. Oster's Ameriprise Financial Experience 2005 - 2007
Job Associate
Industry Legal Services
Experience
Epperly & Elam, LLP   November 2014 - Present
Lawrence Livermore National Laboratory  May 2014 - October 2014
Duke University School of Law  May 2013 - August 2013
Cornerstone Ventures   November 2012 - May 2013
Case Western Reserve University Journal of International Law   April 2011 - July 2012
Case Western Reserve University Journal of International Law   August 2010 - May 2011
CWRU Legal Research Assistance and Independent Legal Research   2010 - 2011
Case Western Reserve University Center for Business Law & Regulation   May 2010 - August 2010
Nationwide Securities, LLC  2008 - 2009
Ameriprise Financial   2005 - 2007

Skills
Policy, Editing, Westlaw, Policy Analysis, Entrepreneurship, Data Analysis, Public Speaking, Market Research, Analysis, Economics, Legal Issues, Start-ups, Financial Analysis, Strategic Planning, Legal Research, Legal Writing

Education
Georgetown University   2013 — 2014
M.S., Biotechnology

Duke University School of Law   2012 — 2013
LL.M., Focus on Early-stage Life Science Firms

Case Western Reserve University School of Law   2009 — 2012
J.D., Corporate & Health Law

The Ohio State University
B.S., Financial Management

Daniel Carmo Daniel Carmo Irvine, California Details
Daniel Carmo's Ameriprise Financial Experience July 2009 - Present
Job Financial Advisor/Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 2009 - Present
Wachovia, A Wells Fargo Company  July 2005 - July 2009
UBS  July 2000 - July 2005

Education
California State University-Fullerton
BA, Accounting

Rachel Benedict Rachel Benedict Greater Minneapolis-St. Paul Area Details
Rachel Benedict's Ameriprise Financial Experience June 2011 - August 2011
Job Associate at Dorsey & Whitney LLP
Industry Law Practice
Experience
Dorsey & Whitney LLP  2013 - Present
University of Minnesota  August 2010 - May 2013
University of Minnesota Law School  January 2013 - April 2013
Dorsey & Whitney LLP  May 2012 - July 2012
Ameriprise Financial   June 2011 - August 2011
Zurich Financial Services  June 2009 - August 2010

Skills
Legal Research, Legal Writing, Westlaw, Corporate Law, Editing, Microsoft Office

Education
University of Minnesota Law School   2010 — 2013
Juris Doctor, Business law concentration

Calvin College   2006 — 2010
Bachelor of Arts, English, Business, International Relations

University of Oxford   2008 — 2008
English Literature

Jeannine Patterson, MBA Jeannine Patterson, MBA Greater Minneapolis-St. Paul Area Details
Jeannine Patterson, MBA's Ameriprise Financial Experience 2008 - 2010
Job DirectorRecruiting Strategy at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Ameriprise Financial Services, Inc.   January 2013 - August 2013
Portico Benefit Services (formerly ELCA Board of Pensions)   January 2012 - December 2012
Cargill  May 2010 - January 2012
Ameriprise Financial   2008 - 2010
Ameriprise Financial Services, Inc.   May 2007 - August 2008
Ameriprise Financial Services, Inc.   September 2004 - April 2007
State Farm Insurance  2002 - 2004
State Farm Insurance  2001 - 2002
State Farm Insurance  1997 - 2001

Skills
Employee Relations, Collaboration, Talent Acquisition, Program Management, Performance Management, Recruiting, Process Improvement, Cross-functional Team..., Talent Management, Human Resources, Event Planning, Leadership Development, Business Process..., Training, Benefits Administration, Vendor Management, Call Center, Leadership, Business Analysis, Team Leadership, PeopleSoft, Account Management, Microsoft Excel, Operations Management, Insurance, Budgets, Customer Service, Management, Employee Training, Project Management, Building Relationships, Change Management, Strategic Planning, Coaching, Team Building, Strategy, Employee Benefits, Employee Engagement, Negotiation, Data Analysis, Organizational..., Policy

Education
Capella University   2011 — 2013
MBA, Business Administration and Management, General

Northern Illinois University   1990 — 1994
BA, Political Science

Amy Lee-Spychalla Amy Lee-Spychalla Minneapolis, Minnesota Details
Amy Lee-Spychalla's Ameriprise Financial Experience March 2008 - April 2012
Job Customer Account Manager, Epicor Software
Industry Information Technology and Services
Experience
Epicor Software  September 2015 - Present
Concur  September 2013 - September 2015
Oracle  April 2012 - August 2013
Ameriprise Financial   March 2008 - April 2012
Wells Fargo Bank  May 2007 - February 2008
Wells Fargo  July 2006 - May 2007
Wells Fargo  July 2005 - July 2006
Wells Fargo  March 2003 - July 2005

Skills
Fixed Annuities, Insurance, Series 63, Series 6, Banking, CRM, Sales Management, Financial Services, Securities, Relationship Management, Credit, Risk Management, Loans, Portfolio Management, AML, Financial Risk, Retail Banking, Asset Managment, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Cross Selling, Credit Risk, Performance Management, Human Resources, Sales, Business Development, Business Relationship..., Product Development, Cash Management, Time Management, Software Industry, Cloud Computing, ERP, Sales Operations, Solution Selling, Salesforce.com, SaaS, Cold Calling, Direct Sales, Sales Process, Account Management, New Business Development, Customer Service, Lead Generation, Marketing, Leadership, Management

Education
Capella University   2009 — 2011
Bachelor's degree, Business Management and Leadership, GPA 4.0

Capella University   2008 — 2011
Bachelor's degree, Business Management and Leadership, 4.0

Jonathan Moranchel, MBA Jonathan Moranchel, MBA Greater Denver Area Details
Jonathan Moranchel, MBA's Ameriprise Financial Experience June 2007 - September 2011
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Ameriprise Financial Services, Inc.   September 2011 - January 2013
Ameriprise Financial   June 2007 - September 2011
Ameriprise Financial Services, Inc.   September 2005 - May 2010

Education
Columbus State University   2012 — 2013
MBA

California State University-Los Angeles   2002 — 2005
B.S, Finance

Michael Carrell Michael Carrell Greater Minneapolis-St. Paul Area Details
Michael Carrell's Ameriprise Financial Experience January 2010 - April 2010
Job Project Manager Consultant at Target
Industry Management Consulting
Experience
Surescripts  August 2015 - Present
Target  February 2014 - Present
Hollstadt & Associates  May 2013 - Present
Allianz Group  July 2013 - December 2013
LaCoursiere   June 2011 - February 2013
Ameriprise Financial   January 2010 - April 2010
Ameriprise Financial Services, Inc.   November 2007 - December 2009

Skills
Change Management, Project Management, Management, Team Leadership, Leadership, Cross-functional Team..., Thought Leadership, Client Liaison, Staff Development, Budget Monitoring, Accounting, Customer Service, Customer Satisfaction, Operations Management, Financial Services, Employee Engagement, Vendor Management

Education
Cardinal Stritch University   2008 — 2009
MBA, Business

St. Olaf College   1991 — 1995
BA, Psychology

Lisa Warner Lisa Warner Greater Minneapolis-St. Paul Area Details
Lisa Warner's Ameriprise Financial Experience April 2007 - March 2009
Job Polished Executive Assistant
Industry Insurance
Experience
Wells Fargo Insurance Services USA, Inc.   July 2009 - July 2014
Office Team (GN ReSound)   April 2009 - June 2009
Ameriprise Financial   April 2007 - March 2009
Office Team (Famous Dave's of America)   December 2006 - March 2007
GMAC ResCap  2006 - 2006
The Yoh Company   2005 - 2006
CDI Professional Services  February 2000 - May 2001

Skills
Access, Payroll, Accounts Payable, Recruiting, Microsoft Office, Interviews, Customer Service, Networking, Windows 7, Troubleshooting, Management, Windows XP, Training, Hardware, Information Technology, Software Installation, Leadership, Call Centers, Windows, Human Resources, Lotus Notes, Vendor Management, Outlook, Event Planning, Microsoft Excel, Team Building

Education
Normandale Community College   2008 — 2011
Associate's degree, Basic Skills and Developmental/Remedial Education, Graduated with Honors

Capella University   2007 — 2008
Information Technology

Inver Hills Community College   2004 — 2007
Paralegal

Thomas Jefferson Senior High School   1985 — 1988
Diploma, Basic, 3.5

William Choi William Choi Greater Pittsburgh Area Details
William Choi's Ameriprise Financial Experience May 2009 - September 2009
Job Strategic Product Partnership Intern at GoPro
Industry Consumer Goods
Experience
GoPro  June 2015 - Present
United Exchange Corp   May 2012 - May 2014
Pacific Handy Cutter   June 2010 - May 2012
Starbucks Coffee Company  October 2005 - January 2011
Ameriprise Financial   May 2009 - September 2009
Healthpointe  September 2008 - June 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Vantage, NetSuite, SAP ERP, Sage Pro, Accounting, Account Reconciliation, Training, Financial Analysis, Financial Reporting, Corporate Finance, ADP Payroll, Accounts Payable, Strategy

Education
Carnegie Mellon University - Tepper School of Business   2014 — 2016
Master of Business Administration (MBA), Operations Management and Strategy

California State University-Long Beach - College of Business Administration   2005 — 2010
BS, Business Finance

Matt Lazar Matt Lazar Columbus, Ohio Area Details
Matt Lazar's Ameriprise Financial Experience May 2002 - April 2008
Job President at Ability Professional Network
Industry Financial Services
Experience
Next Trade   August 2013 - Present
Ability Professional Network, LLC   July 2013 - Present
Trafalgar Wealth Management, LLC   May 2009 - August 2013
Ebner Financial Group   June 2008 - May 2010
Stock Genie   January 2006 - November 2009
Ameriprise Financial   May 2002 - April 2008
Edward Jones  June 2000 - May 2002

Skills
Investments, Wealth Management, Stock Trading, Retirement Planning, Strategic Financial..., Small Business, Asset Managment, Asset Management, Banking, Portfolio Management, Relationship Management, Mutual Funds, Financial Planners, Finance, Management, Financial Services, Financial Advisory, Strategy, Marketing Strategy, Asset Allocation, Securities, 401k, Investment Advisory, Strategic Planning, Alternative Investments

Education
Capital University - School of Management   1998 — 2002
B.A Economics, Finance, Political Science

Thomas Worthington   1995 — 1998

Mandy Woo, CFP®, M.S.T. Mandy Woo, CFP®, M.S.T. Newport Beach, California Details
Mandy Woo, CFP®, M.S.T.'s Ameriprise Financial Experience July 2013 - Present
Job Business Financial Advisor, A Financial Advisory Practice of Ameriprise Financial Services. Inc.
Industry Financial Services
Experience
Ameriprise Financial   July 2013 - Present
SCORE  September 2006 - Present
Ameriprise Financial Services, Inc.   August 2011 - July 2013
Ameriprise Financial Services, Inc.   August 2005 - July 2011
American Express Financial Advisors  January 2001 - August 2005

Skills
Financial Planning, Financial Advisory, Investments, Estate Planning, Finance, Wealth, Small Business, Insurance, Leadership, Retirement Planning

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2006 — 2008
MS Taxation, Taxation

California State University-Long Beach   1997 — 2000
B.S., Investment Finances

Dan Ciesielski,SPHR Dan Ciesielski,SPHR Greater Detroit Area Details
Dan Ciesielski,SPHR's Ameriprise Financial Experience September 2000 - December 2009
Job Vice President of Human Resources at Residential Home Health
Industry Human Resources
Experience
Residential Home Health  June 2013 - Present
Asset Acceptance  November 2012 - June 2013
VisionIT  October 2010 - November 2012
Ameriprise Financial   September 2000 - December 2009
H&R Block Financial Advisors, Inc   September 2000 - October 2008
The Auto Club Group  September 1989 - September 2000

Skills
Employee Relations, Talent Acquisition, Talent Management, HRIS, Performance Management, Recruiting, Program Management, Personnel Management, Employee Engagement, Human Resources

Education
Central Michigan University
Master's Degree, Management & Administration - Human Resources

Wayne State University
Bachelor's Degree, Business Adminstration - Accounting

John Ottman John Ottman Greater Minneapolis-St. Paul Area Details
John Ottman's Ameriprise Financial Experience 2007 - 2009
Job Marketing Leader | Developing Products, Campaigns, Segment & Channel Strategies | Leveraging Insights | Moving Customers
Industry Marketing and Advertising
Experience
Marketing Advisors   2009 - Present
Thrivent Financial  2010 - 2011
Ameriprise Financial   2007 - 2009
TCF Financial Corp.  2004 - 2007
TCF Financial Corp.  2001 - 2004
TCF Financial Corp.  1997 - 2001

Skills
Market Research, Marketing Strategy, Product Development, Customer Acquisition, Project Management, Team Leadership, Data Analysis, Business Intelligence, Campaigns, Customer Experience..., Segmentation, Analytics, Marketing, Integrated Marketing, Leadership, Channel Strategy...

Education
Cardinal Stritch University
Bachelor's degree

University of St. Thomas
Mini-MBA

Donald Bashir Donald Bashir Scottsdale, Arizona Details
Donald Bashir's Ameriprise Financial Experience June 2004 - July 2008
Job Sr Engagement Manager
Industry Financial Services
Experience
OnX Enterprise Solutions  July 2015 - Present
American Express  January 2012 - June 2015
American Express  July 2008 - January 2012
Ameriprise Financial   June 2004 - July 2008
American Express  June 2002 - June 2004
Bank of America  2000 - 2002
JPMorgan Chase  February 1992 - December 2000
Alliance Data  1988 - 1992
Alliance Data Systems, aka Limited Credit Services   1988 - 1992

Skills
Project Management, Credit Cards, Analytics, Vendor Management, Predictive Modeling, SAS, Data Mining, Predictive Analytics, Business Analytics, Enterprise Software, Financial Risk, PMO, Portfolio Management, Financial Services, Forecasting

Education
Capital University - School of Management   1999 — 2002
MBA, Finance, Marketing & Quality Control

John Puhl John Puhl Greater Minneapolis-St. Paul Area Details
John Puhl's Ameriprise Financial Experience January 2010 - November 2012
Job Enterprise Services Leader Client Computing & Support for MN.IT Services at the State of Minnesota
Industry Information Technology and Services
Experience
State of Minnesota  September 2013 - Present
Ameriprise Financial   January 2010 - November 2012
Ameriprise Financial   April 2008 - December 2009
Ameriprise Financial   April 2007 - March 2008
American Express Financial Advisors  October 2004 - April 2007
Investments Technologies   April 2003 - October 2004
Investments Technologies   January 2000 - January 2003
Investments Technologies   January 1997 - January 2000
Ameriprise Finanical   January 1994 - January 1997
Ameriprise Financial   January 1992 - January 1994

Skills
Asset Managment, Leadership, Series 7, Fixed Annuities, Strategic Financial..., Investments, Relationship Management, Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Insurance, Investment Advisory, Financial Analysis, Risk Management, Securities, Estate Planning, Asset Management, Call Centers, Strategy, Vendor Management, Business Analysis, Team Leadership, Mergers & Acquisitions, Strategic Planning, Process Improvement, Financial Services, IT Strategy, Management, Program Management, Business Process...

Education
Capella University   2013 — 2017
Information Technology, 4.0

University of Minnesota College of Continuing Education   2008 — 2012
College of Continuing Education, 3.86 of 4.0

Academy of Accountancy   1981 — 1982

Alice Apelian Shahinian Alice Apelian Shahinian Glendale, California Details
Alice Apelian Shahinian's Ameriprise Financial Experience 1994 - 2010
Job Director, Business Operations
Industry Financial Services
Experience
Reid, Godinez, Avina & Associates A Private Wealth Advisory Practice of Ameriprise Financial Inc.   September 2009 - Present
Ameriprise Financial   1994 - 2010
Thrifty Drug Stores  June 1981 - July 1994

Education
Alex Pilibos

California State University-Los Angeles

Ferrahian High School

Michael Minhas Michael Minhas Orange County, California Area Details
Michael Minhas's Ameriprise Financial Experience 2005 - 2008
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC  2011 - Present
LPL Financial  2008 - 2010
Ameriprise Financial   2005 - 2008

Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Wealth Accumulation..., College Education..., Life Insurance, Long Term Care Insurance, Wealth Preservation..., Estate Tax Planning, Charitable Gift Planning, Qualified Retirement..., Employee Stock Options, Finance, 401k, Estate Planning, Alternative Investments

Education
California State University-Fullerton - College of Business and Economics   2000 — 2004
B.A., Finance

Jeff Zapolski Jeff Zapolski Ann Arbor, Michigan Details
Jeff Zapolski's Ameriprise Financial Experience July 2010 - August 2010
Job Financial Representative Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2011 - Present
CMU Volunteer Center   August 2010 - May 2011
Ameriprise Financial   July 2010 - August 2010

Skills
Series 7, Series 63, Excel

Education
Central Michigan University   2007 — 2011
BSBA, Finance, Economics

Jeffrey Gooch Jeffrey Gooch Sacramento, California Area Details
Jeffrey Gooch's Ameriprise Financial Experience January 2009 - January 2010
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2011 - Present
Solstice Wealth Management   January 2010 - January 2011
Ameriprise Financial   January 2009 - January 2010
Ameriprise Financial Services, Inc.   January 2009 - January 2010

Education
California State University-Sacramento   1999 — 2002
BS, Criminal Justice

Philip Lang, CFP®, MBA Philip Lang, CFP®, MBA Orange County, California Area Details
Philip Lang, CFP®, MBA's Ameriprise Financial Experience February 2003 - December 2010
Job President at Accel Advisors Inc.
Industry Financial Services
Experience
Accel Advisors Inc.   October 2014 - Present
LANG & Associates  December 2010 - October 2014
Ameriprise Financial   February 2003 - December 2010

Education
University of Southern California   1981 — 1987
MBA, Finance & Entrepreneurship

California State University-Long Beach   1978 — 1980
Bachelor of Science (BS), Electrical Engineering

Gerilyn May Gerilyn May Greater Grand Rapids, Michigan Area Details
Gerilyn May's Ameriprise Financial Experience 1986 - 2010
Job Managing Director at Ele's Place
Industry Research
Experience
Ele's Place  November 2012 - June 2015
Van Andel Institute  June 2008 - November 2012
Van Andel Institute  June 2007 - September 2011
Janicki Family   1959 - 2011
Rockford Education Foundation   2009 - 2010
Ameriprise Financial   1986 - 2010
Make-A-Wish Foundation of Michigan  2005 - 2007
Spectrum Health Foundation  2003 - 2005
Mazda Great Lakes  1989 - 2004
Miller Johnson  1981 - 1989

Skills
Public Speaking, Fundraising, Non-profits, Strategic Planning, Event Planning, Event Management, Volunteer Management, Public Relations, Community Outreach, Budgets, Customer Service, Cancer, Microsoft Office, Marketing, Microsoft Excel, Research, Project Management, Nonprofits, Leadership, Press Releases, Grant Writing, Advertising, Annual Giving, Marketing Strategy, Social Networking, Facebook, Newsletters, Management, Editing, Time Management, Program Development, Leadership Development, PowerPoint, Philanthropy

Education
Davenport University   1997 — 1998
B.S., Business Management

Central Michigan University   1977 — 1980
Assoc., Business

Rockford High School, Rockford, MI   1974 — 1977

Gerald Reed, CFP®, ChFC® Gerald Reed, CFP®, ChFC® Kalamazoo, Michigan Area Details
Gerald Reed, CFP®, ChFC®'s Ameriprise Financial Experience 1987 - December 2011
Job Paraplanner with the practice of Jason Reed, MBA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Ameriprise Financial   1987 - December 2011
Berrien Springs Public Schools  1984 - 1987
Gobles Public Schools  1970 - 1984

Education
Central Michigan University   1966 — 1968
Master of Music, Music Education

Central Michigan University   1962 — 1966
BME, Music Education

Jason Stone Jason Stone Orange, California Details
Jason Stone's Ameriprise Financial Experience February 2008 - August 2013
Job Partner / Certified Financial Planner at Stone Hatcher Financial
Industry Financial Services
Experience
Stone Hatcher Financial through Crown Capital Securities   August 2013 - Present
Ameriprise Financial   February 2008 - August 2013
Pacific Partners Investments   July 2006 - February 2008
Keller Williams Realty  2005 - 2006
T.R.E.O.   May 2003 - June 2005

Skills
Financial Services, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Retirement Planning, Corporate Finance, Valuation, Retirement, Finance, Real Estate, 401k, Small Business, Project Planning, Sales, Saving for Education, Strategic Planning, Banking

Education
California State University-Long Beach - College of Business Administration   2003 — 2006
Finance

California State University-Long Beach - College of Business Administration   2003 — 2006
Management

Marina High School   1997 — 2000

Art DeLorenzo Art DeLorenzo Greater New York City Area Details
Art DeLorenzo's Ameriprise Financial Experience July 1968 - December 2004
Job President at AEDL Consulting Services, LTD & MYT Group, LLC
Industry Professional Training & Coaching
Experience
AEDL Consulting Services, LTD   January 2005 - Present
MYT Group, LLC   2001 - Present
MYT Group, LLC   January 2000 - Present
Ameriprise Financial   July 1968 - December 2004

Skills
Retirement Planning, Small Business, Leadership, Coaching, Leadership Development, Training, Strategic Planning, Financial Advisory, Wealth Management, Employee Benefits, Management, Fundraising, Sales Management, Insurance, Time Management, Financial Services, Strategy

Education
Ithaca College   1966 — 1968
MS ED, Physical Education

Castleton University   1959 — 1964
BS ED, History & Physical education

American College
MSFS, Financial Services

College for Financial Planning
CFP

Michael Beiter,CRPC Michael Beiter,CRPC Murrieta, California Details
Michael Beiter,CRPC's Ameriprise Financial Experience April 2001 - October 2009
Job Financial Advisor with Ameriprise Financial,Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
Ameriprise Financial   April 2001 - October 2009

Skills
Mutual Funds, Retirement, Investment Strategies, Financial Planning, Investments, Insurance, Series 7, Financial Services, Finance, Series 63, Retirement Planning, Asset Allocation

Education
California State University-Fullerton   1998 — 2000
CREDENTIALS Bachelors Degree, Business; Management

California State University-Fullerton, Mihaylo College of Business and Economics   1997 — 2000
2000, Finance & Managment

Nate Elisha Nate Elisha Greater Los Angeles Area Details
Nate Elisha's Ameriprise Financial Experience February 2011 - August 2012
Job Trust and New Account Investment Analyst at City National Rochdale Wealth Management
Industry Financial Services
Experience
City National Bank  February 2014 - Present
Toastmasters International  February 2014 - Present
VALIC  July 2012 - February 2014
Ameriprise Financial   February 2011 - August 2012
MetLife Investors  February 2012 - June 2012
CSUN Students for Middle Eastern Studies   September 2010 - June 2011
Merrill Lynch  January 2010 - June 2010
Chase  October 2008 - November 2009
Chase  October 2007 - October 2008

Skills
Financial Planning, Retail Banking, Public Speaking, Customer Retention, Customer Focus, Sales, Organizational..., Managerial Experience, Strategic Financial..., Investments, Analysis, Retirement, Finance, Banking, Management, Strategic Planning, Customer Service, Risk Management, CRM, Financial Services, Series 7, Portfolio Management, Wealth Management, Securities, Financial Analysis, Retirement Planning, Mergers & Acquisitions, Mutual Funds

Education
California State University-Northridge   2009 — 2011
Bachelor of Science, Finance

YULA

Richard Lough MBA, CPA Richard Lough MBA, CPA Greater Minneapolis-St. Paul Area Details
Richard Lough MBA, CPA's Ameriprise Financial Experience February 2006 - July 2009
Job Vice President of Finance, Chief Financial Officer (CFO) at Williams Sound
Industry Plastics
Experience
Williams Sound  2012 - Present
Spectrum Plastics Group  July 2009 - 2012
Ameriprise Financial   February 2006 - July 2009
Construction  2005 - 2006
Wireless-Developmental Stage Company   2003 - 2005
WAM!NET  1998 - 2003
Cray Inc.  1986 - 1998
KPMG - Peat Marwick  1981 - 1986

Skills
Mergers, Business Planning, Competitive Analysis, Forecasting, Accounting, Customer Service, Contract Negotiation, Account Management, Team Building, Business Strategy, Financial Reporting, Healthcare, Inventory Management, Manufacturing, Process Improvement, Creative Problem Solving, Revenue Recognition, Mergers & Acquisitions, Project Planning, Business Process..., Management, Sarbanes-Oxley Act, Budgets, New Business Development, Business Development, Finance, Strategic Planning, Cross-functional Team...

Education
Cardinal Stritch University   1989 — 1991
MBA, Business Administration

Michigan State University   1977 — 1981
BS, Accounting

Chris Westendorp Chris Westendorp Greater Minneapolis-St. Paul Area Details
Chris Westendorp's Ameriprise Financial Experience August 2006 - May 2008
Job Senior Manager Compliance and Controls at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Ameriprise Financial Services, Inc.   May 2008 - February 2012
Ameriprise Financial   August 2006 - May 2008
American Express Financial Advisors  April 2003 - August 2006
American Express Financial Advisors  April 2001 - April 2003
American Express Financial Advisors  January 1999 - April 2001

Skills
Trading, Recruiting, Series 7, Uniform Combined State..., Financial Advisory, FINRA, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Securities, Analysis, Options, Strategic Planning, Leadership, Relationship Management, Training, Financial Services, Banking, Finance, Insurance, Investments, Portfolio Management, Retirement, Risk Management, Series 63, Strategic Financial...

Education
Capella University   2008 — 2012

University of Minnesota-Twin Cities

Denise Karle Denise Karle Fresno, California Area Details
Denise Karle's Ameriprise Financial Experience February 2007 - Present
Job Financial Advisor with the practice of Donavan Brouwer, CFP at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   February 2007 - Present
Ameriprise Financial Services, Inc.   1997 - 2012
Denise's Career and Golf Wear   1978 - 1983
Minute Maids   1976 - 1978

Education
California State University, Fresno   1999 — 2000
Financial Planning

The American College   1998 — 1999

Emily Stephans Emily Stephans Greater Minneapolis-St. Paul Area Details
Emily Stephans's Ameriprise Financial Experience August 2010 - February 2014
Job Senior Training Manager at Ameriprise Financial Services, Inc.
Industry Professional Training & Coaching
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
U.S. Bank   February 2014 - February 2015
Ameriprise Financial   August 2010 - February 2014
U.S. Bank   January 2009 - August 2010
U.S. Bank   2006 - July 2010
Coconino County  October 2005 - July 2006
Century College, MN   January 2000 - June 2001
MicroCenter, Inc   September 1998 - July 1999

Skills
Instructional Design, Training & Development, Technical Training, Training Delivery, Curriculum Design, Microsoft Office, Photoshop, Captivate, Articulate, Live Meeting, WebEx, Performance Improvement, ADDIE, Needs Analysis, Gap Analysis, Program Evaluation, Program Management, E-Learning, Instructor-led Training, Learning Management, Training, Blended Learning, SnagIt

Education
Capella University   2007 — 2010
M.S. Education, Training and Performance Improvement

University of Minnesota-Morris   1991 — 1995
BA, Education, German

Habiba Ahmed Habiba Ahmed Antioch, California Details
Habiba Ahmed's Ameriprise Financial Experience May 2010 - February 2013
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial   May 2010 - February 2013

Education
California State University-East Bay   1985 — 1989
B.A., Finance

Brian Schwartz, JD Brian Schwartz, JD Greater Los Angeles Area Details
Brian Schwartz, JD's Ameriprise Financial Experience May 2009 - November 2012
Job Financial Advisor at Financial West Group
Industry Financial Services
Experience
Financial West Group  January 2013 - Present
Ameriprise Financial   May 2009 - November 2012
Citi Smith Barney  October 2007 - April 2009
Merrill Lynch  August 2002 - September 2007
Morgan Stanley Smith Barney  June 2001 - September 2002

Skills
Financial Planning, Investments, Insurance, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Retirement Income..., Long Term Care, Saving for Education, Asset Allocation, Series 7, Wealth Preservation..., High Net Worth..., Mutual Funds, Retirement, IRA's, Annuities, Asset Management, 401k, Insurance Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Alternative Investments, Wealth Preservation, Bonds, 401k Rollovers, Strategic Financial..., Life Insurance

Education
University of La Verne Law School   1991 — 1995
J.D., Law

California State University-Northridge   1979 — 1984
B.S., Accounting

Jill Funck Jill Funck Greater Minneapolis-St. Paul Area Details
Jill Funck's Ameriprise Financial Experience July 2005 - January 2011
Job HR Global Manager of Learning and Development at H.B. Fuller Company
Industry Chemicals
Experience
H.B. Fuller Company   January 2011 - Present
Ameriprise Financial   July 2005 - January 2011
American Express Financial Advisors  January 2002 - June 2005
American Express Financial Advisors  June 1996 - June 2002
American Express Financial Advisors  June 1993 - June 1996
American Express Financial Advisors  June 1991 - June 1993

Skills
Instructional Design, E-learning, Technical Training, Blended Learning, Instructor-led Training, ADDIE, Distance Learning, Project Management, Training Facilitation, Performance Improvement, E-Learning, Process Improvement, Performance Management, Leadership, Training, Captivate, Strategy, Needs Analysis, Management, Employee Training, Human Resources, Technical Writing, Personnel Management, Talent Management, SnagIt, Visio, Leadership Development

Education
Carroll University
BS, Psychology and Spanish

RHS

Universidad Complutense de Madrid
Spanish

University of Minnesota-Twin Cities
Masters of Education, Human Resource Development

Kevin Whitten, CFP®,ChFC® Kevin Whitten, CFP®,ChFC® Greater Los Angeles Area Details
Kevin Whitten, CFP®,ChFC®'s Ameriprise Financial Experience May 2008 - September 2009
Job Associate Financial Advisor at Goldstein & Associates
Industry Financial Services
Experience
Goldstein & Associates  December 2014 - Present
Raymond James  December 2009 - December 2014
Dale Carnegie Training  2012 - 2012
Ameriprise Financial   May 2008 - September 2009
Ameriprise Financial   December 2003 - May 2008
Smith Barney  September 2003 - December 2003

Education
California State University-Northridge   2002 — 2004
B.S, Business Administration; Finance Emphasis

Dale Carnegie

Azlina Harun Azlina Harun Sacramento, California Area Details
Azlina Harun's Ameriprise Financial Experience 2003 - 2007
Job Personal Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  Personal Financial AdvisorAmeriprise FinancialJuly 2003 - June 2007
Ameriprise Financial   2003 - 2007
Dimensions Unlimited   January 2000 - June 2003

Education
California State University-Sacramento   1983 — 1987

Emily (Norine) Feste Emily (Norine) Feste Minneapolis, Minnesota Details
Emily (Norine) Feste's Ameriprise Financial Experience September 2004 - September 2006
Job Creative Project Manager at Prime Therapeutics
Industry Marketing and Advertising
Experience
Prime Therapeutics  October 2013 - Present
Weber Shandwick  February 2010 - May 2013
Thomson Reuters  April 2007 - December 2009
Ameriprise Financial   September 2004 - September 2006
Nemer Fieger  January 2004 - August 2004

Skills
Marketing Communications, Project Management, Event Planning, Public Relations, Press Releases, Email Marketing, Social Media, Collateral, Budget Setting, Project Planning, Integrated Marketing, Newsletters, Management, Leadership, Marketing, Brand Management, Media Relations, Print Production Process, Direct Mail, Content Strategy, New Business Development, Production Coordination, Microsoft Office, Strategic Communications, Timelines, Salesforce.com, FileMaker Pro Job...

Education
Calvin College   2000 — 2002
BA, Theology

Hamline University   1998 — 2000

Adam Matzinger Adam Matzinger Cupertino, California Details
Adam Matzinger's Ameriprise Financial Experience April 2008 - June 2011
Job Retail Finance, Financial Analyst FP&A 
Industry Financial Services
Experience
Apple  July 2014 - Present
Apple  December 2012 - July 2014
Apple  June 2011 - December 2012
Ameriprise Financial   April 2008 - June 2011
Longs Drugs  April 2001 - April 2008

Skills
Financial Planning, Investments, Portfolio Management, Excel, Word, Financial Analysis, Retail, Customer Service, Strategic Financial..., Microsoft Excel, Microsoft Word, Sales, Strategy, Budgets, Finance, Marketing, Color Schemes, Disney Vacations, Leadership, Process Improvement, Cross-functional Team..., Helicopters

Education
California State University-Sacramento   2004 — 2007
BS, Accounting and Finance

Lake Tahoe Community College   2002 — 2004
AA, Accounting & Finance

South Lake Tahoe High School   1998 — 2002
High School Diploma

Dean McGill Dean McGill El Dorado Hills, California Details
Dean McGill's Ameriprise Financial Experience January 2010 - Present
Job Franchise Field Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   January 2010 - Present
Ameriprise Financial   1984 - 2010
Ameriprise Financial   January 2002 - December 2009

Education
California State University-Chico   1980 — 1983
B.S., Business Administration

Chester Jr. Sr. High School

Carl DeJong, CFP Carl DeJong, CFP Fresno, California Area Details
Carl DeJong, CFP's Ameriprise Financial Experience 1988 - Present
Job Brouwer, DeJong & Associates
Industry Financial Services
Experience
Ameriprise Financial   1988 - Present

Education
Calvin College
BA, History and Math Education

Kim Thoresen Kim Thoresen Greater Detroit Area Details
Kim Thoresen's Ameriprise Financial Experience September 2008 - December 2012
Job Tax Preparer at EDS Tax Service
Industry Financial Services
Experience
EDS Tax Service   January 2013 - Present
Ameriprise Financial   September 2008 - December 2012
JP Morgan Chase, formerly NBD Bank   June 1986 - September 1996

Skills
Strategic Financial..., Investments, Management, Finance, Mortgage Lending, Tax, Financial Analysis, Banking

Education
University of Detroit Mercy   1987 — 1989
masters, mba

Central Michigan University   1978 — 1982
BS, Finance

University of Detroit Mercy
MBA, Finance

James Galasinski James Galasinski Greater Milwaukee Area Details
James Galasinski's Ameriprise Financial Experience February 2005 - July 2006
Job Intern minister
Industry Religious Institutions
Experience
US Bank  September 2006 - Present
Ameriprise Financial   February 2005 - July 2006

Education
Cardinal Stritch University   1997 — 2002

Debra JN Haegler Debra JN Haegler Greater Milwaukee Area Details
Debra JN Haegler's Ameriprise Financial Experience June 2005 - March 2007
Job Business Improvement Specialist
Industry Logistics and Supply Chain
Experience
Self Employed  January 2012 - Present
Rockwell Automation  June 2010 - August 2011
Adams Thermal Systems  2011 - 2011
Mercury Marine Outboard   May 2007 - November 2008
Ameriprise Financial   June 2005 - March 2007
Various  November 2003 - June 2005
AC Nielsen  August 2002 - November 2003
Kay Bee Toys, Inc.   January 2001 - August 2002
Integrated Sourcing Solutions, LLC   May 2000 - December 2000
Mustang Manufacturing, Division of Gehl Company   April 1999 - May 2000

Skills
Purchasing, Process Improvement, Six Sigma, SAP, Negotiation, Sales

Education
Cardinal Stritch University   1990 — 1992
MBA all coursework completed, Business

Marian University   1987 — 1990
Bachelor of Business Administration, Marketing, minor Psychology

Marshall Keels Marshall Keels Indianapolis, Indiana Details
Marshall Keels's Ameriprise Financial Experience December 2007 - September 2008
Job Assistant Vice President, Membership Advantage Relationship Manager
Industry Financial Services
Experience
Fifth Third Bank  August 2015 - Present
Fifth Third Bank  June 2012 - Present
Fifth Third Bank  October 2008 - July 2012
Ameriprise Financial   December 2007 - September 2008
Wells Fargo  May 2006 - May 2007

Skills
Loans, Mortgage Banking, Banking, Retirement Planning, Series 7, Refinance, Wealth Management, Loan Origination

Education
Capital University   1992 — 1996
BA, Marketing/Economics

Jeffrey Halbreich, CFP® Jeffrey Halbreich, CFP® Mission Viejo, California Details
Jeffrey Halbreich, CFP®'s Ameriprise Financial Experience September 2005 - April 2010
Job Financial Advisor, Franchise Owner, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2010 - Present
SAMLARC   February 2014 - Present
Rancho Santa Margarita Chamber of Commerce   September 2011 - June 2014
Ameriprise Financial   September 2005 - April 2010
Ameriprise Financial   February 2001 - September 2005
Ameriprise Financial   April 2000 - February 2001
US Army  August 1994 - July 1997

Education
California State University-Fullerton   2002 — 2005
Bachelor of Arts, Business Finance

California State University-Fullerton   2001 — 2005
Bachelor of Arts (B.A.), Business Administration with a focus in Finance

Emily Lara Emily Lara Pleasant Hill, California Details
Emily Lara's Ameriprise Financial Experience September 2010 - Present
Job Client Service Specialist
Industry Financial Services
Experience
Ameriprise Financial   September 2010 - Present
Boudin Bakery & Cafe  August 2007 - September 2010

Education
California State University-Sacramento   2004 — 2008
Bachelor's, Criminal Justice

Charles Dryer Charles Dryer Greater Los Angeles Area Details
Charles Dryer's Ameriprise Financial Experience December 2014 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   December 2014 - Present
Southwest Securities  January 2007 - December 2014

Education
California State University-Long Beach   1972 — 1976
Bachelor of Arts (B.A.)

Karen Contos Karen Contos Phoenix, Arizona Area Details
Karen Contos's Ameriprise Financial Experience May 2015 - Present
Job Client Service Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   May 2015 - Present
Partnering for Progress   March 2012 - July 2014
Spokane Public Schools  October 2009 - June 2011
Foothill Securities, Inc.   February 2006 - October 2008
ZRC Financial Services   August 1998 - February 2006
City of San Jose  1990 - 1993

Skills
Advanced User of..., Public Speaking, Strategic Planning, Board Development, Research, Public Relations, 401k, Strategic Financial..., Corporate Communications, Blogging, Leadership, Social Networking, Event Planning, Community Development, Grant Writing, Marketing Communications, Grants, Press Releases, Facebook, Marketing, Editing, Email Marketing, Newsletters, Management

Education
University of California, Berkeley   1980 — 1984
B.S., Business Administration

California State University, Fresno   1981 — 1982
General Education

Teri Greszczak Teri Greszczak Washington D.C. Metro Area Details
Teri Greszczak's Ameriprise Financial Experience February 2008 - March 2009
Job Corporate Sales Recruiter
Industry Staffing and Recruiting
Experience
Teri Greszczak   June 2015 - Present
CoStar Group  July 2014 - May 2015
Vocus  January 2014 - July 2014
Vocus  February 2013 - January 2014
CEB  April 2012 - December 2012
CMI  August 2010 - April 2012
Cbeyond  September 2009 - August 2010
Ameriprise Financial   February 2008 - March 2009

Skills
Digital Marketing, Cold Calling, Salesforce.com, Direct Sales, Account Management, Sales Process, Lead Generation, Applicant Tracking..., Sales, B2B, Recruiting, Business Development, Social Networking, SEM, Email Marketing, Marketing, Integrated Marketing, Talent Acquisition, Cloud Computing, CRM, Technical Recruiting, Sales Presentations, Sales Operations, SaaS, Leadership, Team Building

Education
Centenary College
MBA, Business Management

Kutztown University of Pennsylvania   2003 — 2007
BA Speech Communication, Speech Communications, Public Relations

Institute for Central American Developmental Studies
Study Abroad, Spanish

University of Virginia, Semester at Sea
Study Abroad

MacKenzie Gilmore, CRPC MacKenzie Gilmore, CRPC Folsom, California Details
MacKenzie Gilmore, CRPC's Ameriprise Financial Experience February 2005 - June 2010
Job Sr Channel Marketing Strategist at Principal Funds
Industry Financial Services
Experience
Principal Funds  June 2015 - Present
Principal Funds  January 2012 - June 2015
MetroEdge   January 2011 - December 2012
Chase Investment Services, Inc.   June 2010 - January 2012
Ameriprise Financial   February 2005 - June 2010
Panattoni Construction  March 1998 - February 2005
Step Ahead Investments   January 1997 - May 1998

Skills
Insurance, Mutual Funds, Retirement, Investments, Series 7, Series 66

Education
California State University-Sacramento   1999 — 2002
BA, Economics

Ross Crandall Ross Crandall Greater Minneapolis-St. Paul Area Details
Ross Crandall's Ameriprise Financial Experience August 2007 - March 2011
Job Sr. Program Manager at Voya Financial
Industry Internet
Experience
Voya Financial  August 2015 - Present
Wells Fargo  February 2015 - July 2015
US Bank  July 2014 - February 2015
3M  March 2013 - July 2014
Medtronic  November 2011 - March 2013
Four Cubed   March 2011 - October 2011
Ameriprise Financial   August 2007 - March 2011
Ross Crandall   November 2001 - May 2008

Skills
Interactive Marketing, Web Project Management, Digital Strategy, User Experience, Email Marketing, Information Architecture, Online Advertising, Web Analytics, Social Media Marketing, Project Management, SEO, Content Strategy, Digital Marketing, Cross-functional Team..., E-commerce, Content Management, Social Media, Agile Methodologies, Google Analytics, Visio, Project Planning, CRM, Integrated Marketing, Management, Leadership, Strategy

Education
Art Institute International Minnesota   1999 — 2001
Game and Interactive Media Design

Capella University   2012 — 2014
Bachelor's degree, Information Technology, 3.9

Kevin Broadbent Kevin Broadbent Rochester, Minnesota Details
Kevin Broadbent's Ameriprise Financial Experience 2005 - 2008
Job Digital Marketing Consultant
Industry Internet
Experience
Self-Employed  February 2012 - Present
Minnesota Interactive, LLC   October 2011 - October 2013
Deluxe Corporation  2008 - September 2011
Ameriprise Financial   2005 - 2008
American Express  2003 - 2005
Hallmark Business Connections  January 2002 - June 2003
Digital River  2000 - 2001
Fingerhut  1995 - 2000

Skills
Email Marketing, Direct Marketing, E-commerce, Web Analytics, Agency Relationship..., SEM, SEO, Multivariate Testing, Interactive Marketing, Multi-channel Marketing, Digital Marketing, Online Advertising, Google Analytics, Digital Strategy, Lead Generation, Analytics, PPC, Social Media Marketing, Marketing Strategy, Customer Acquisition, Facebook

Education
St. Olaf College   1990 — 1994
B.A., Psychology, Environmental Studies

Capella University   2006 — 2007
MBA Credits, Marketing Management

Peter Chappy Peter Chappy Germantown, Wisconsin Details
Peter Chappy's Ameriprise Financial Experience February 2006 - August 2006
Job Assistant Vice President Fund Administration & Compliance at US Bank
Industry Banking
Experience
U.S. Bancorp Fund Services   June 2008 - Present
J.P. Morgan Chase   January 2007 - June 2008
Ameriprise Financial   February 2006 - August 2006

Skills
Investments, Financial Analysis, Mutual Funds, Finance, Financial Services, Financial Reporting, SEC filings, Financial Advisory, Analysis, Auditing, Accounting, Equities, Fund Accounting, Securities, Risk Management, Series 7, Customer Service, Asset Management, Insurance, Process Improvement, Portfolio Management, Retirement, Strategic Planning, Trading

Education
University of Wisconsin-Milwaukee   2011 — 2015
Master of Science in Management, Accounting

Cardinal Stritch University   2007 — 2010
MBA

University of Wisconsin-Milwaukee   2001 — 2006
BBA, Finance

Jessica Rodio Jessica Rodio Atco, New Jersey Details
Jessica Rodio's Ameriprise Financial Experience May 2010 - Present
Job Administrative Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   May 2010 - Present
B. Braun Group  September 2001 - June 2009
Katz JCC  June 1998 - October 2001

Skills
Administrative..., Outlook, Microsoft Excel, Lotus Notes, PowerPoint, Data Entry, Office Management, Customer Service, Microsoft Office, Spreadsheets, Microsoft Word, Insurance, Event Planning, Administration

Education
Camden County College

Janet Isom Janet Isom Sacramento, California Area Details
Janet Isom's Ameriprise Financial Experience May 2005 - June 2006
Job Trainer & Facilitator Social Media Marketing | Career Coach | Virtual Assistant ATD Sacramento & ASQ Sacramento 605
Industry Professional Training & Coaching
Experience
ASQ Northern California (Section 605)   June 2015 - Present
Association for Talent Development (ATD) Sacramento   April 2013 - Present
Bayside Career Coaching   November 2010 - Present
Hidden Strengths   December 2010 - Present
Los Rios Community College District  February 2014 - June 2014
Daniels & Company, Inc.   June 2012 - May 2013
Hidden Strengths   May 1999 - November 2010
Mass Mutual Insurance  July 2006 - December 2006
Ameriprise Financial   May 2005 - June 2006
International Corporate Benefits   January 2001 - June 2001

Skills
Training, Social Networking, Coaching, Marketing, Social Media, Program Management, Customer Service, Public Speaking, Career Counseling, Event Management, Social Media Marketing, Entrepreneurship, Strategic Planning, Facebook, Microsoft Office, Sales, Budgets, Leadership Development, Employee Training, Event Planning, Technology Training, Instructor-led Training, Job Search Strategies, Leadership, Business Coaching, Online Presence..., Motivational Speaking, Training Facilitation, Training Delivery, Project Management, Marketing Strategy, Technical Training, Workshop Facilitation, Online Marketing, Internet Research, Digital Marketing, Events Coordination, Marketing Communications, Email Marketing, Hands-on Training, Career Development..., Email Analytics, Logistics, Train the Trainer...

Education
California State University-Sacramento   2014 — 2014
Train the Trainer Certificate Program

Quincy University
Bachelor of Science (B.S.), Political Science and Government

Brandon Jenkins, CFP®, CWS®, CRPC®, AAMS® Brandon Jenkins, CFP®, CWS®, CRPC®, AAMS® Greater Los Angeles Area Details
Brandon Jenkins, CFP®, CWS®, CRPC®, AAMS®'s Ameriprise Financial Experience July 2009 - May 2011
Job Vice President Financial UnionBanc Investment Services
Industry Financial Services
Experience
Union Bank  April 2015 - Present
Citi Personal Wealth Management  September 2013 - April 2015
BancWest Investment Services  May 2011 - September 2013
Ameriprise Financial   July 2009 - May 2011
Ameriprise Financial   October 2004 - May 2011
Ameriprise Financial   February 2009 - December 2010
Ameriprise Financial   June 2009 - September 2010
El Cariso Golf Course   December 2002 - September 2004
401 Industries   January 1995 - January 2004
Glendale Federal Bank  April 1996 - June 1998

Skills
Retirement Planning, Estate Planning, Sales, Insurance, Financial Planners, Financial Advisory, Disability Insurance, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Wealth

Education
California State University-Northridge   1995 — 2003
BS, Business Law, Finance

Kaplan University   2008 — 2009
Certificate in Financial Planning, Financial Planning

Steve Johnson - MBA Steve Johnson - MBA Greater Minneapolis-St. Paul Area Details
Steve Johnson - MBA's Ameriprise Financial Experience August 2007 - December 2008
Job Project/Program Management Professional
Industry Tobacco
Experience
Express Scripts  December 2013 - Present
Little Havana Consulting Inc.   April 2011 - Present
Little Havana Tobacco, Inc.   January 2010 - November 2014
Hollstadt & Associates  January 2013 - August 2013
Hollstadt & Associates  August 2011 - August 2012
Hollstadt & Associates  March 2011 - June 2011
Ameriprise Financial   August 2007 - December 2008
Ameriprise Financial   March 2001 - August 2007
American Express Financial Advisors  February 1998 - March 2001

Skills
Vendor Management, Project Management, Strategic Planning, Process Improvement, Business Analysis, Financial Services, Program Management, Cross-functional Team..., Project Portfolio..., Strategic Financial..., Budgets, Change Management, Business Process..., Operations Management, Leadership, Team Building, Marketing Strategy, Risk Management, Six Sigma, Management, Analysis

Education
Cardinal Stritch University   2002 — 2004
MBA, Business Adminstration

Cardinal Stritch University   1997 — 1999
BS, Business Management

Haris Mahmood Haris Mahmood Orange County, California Area Details
Haris Mahmood's Ameriprise Financial Experience January 2011 - June 2012
Job Experience Senior Associate at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP  August 2014 - Present
BDO USA, LLP  June 2013 - August 2014
BDO USA, LLP  June 2012 - May 2013
Pro Scan Partners   February 2012 - June 2012
Ameriprise Financial   January 2011 - June 2012
TGI Fridays  October 2009 - December 2010
Livestrong Foundation  March 2010 - July 2010

Skills
Microsoft Excel, Financial Analysis, Leadership, Teamwork

Education
California State University-Fullerton   2009 — 2012
Bachelor of Arts (B.A.), Double Emphasis in Accounting and Finance

Tesoro

Tesoro

Anthony Abadilla, CLU®, ChFC®, CFP® Anthony Abadilla, CLU®, ChFC®, CFP® Orange County, California Area Details
Anthony Abadilla, CLU®, ChFC®, CFP®'s Ameriprise Financial Experience August 2007 - December 2008
Job Associate Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company  January 2009 - Present
Ameriprise Financial   August 2007 - December 2008

Skills
Retirement Planning, 401k, Strategic Financial..., Retirement, Mutual Funds, Wealth Management, Investments, Disability Insurance, Long-term Care, Investment Advisory, Life Insurance, Certified Financial..., Wealth Accumulation, Wealth Management..., Employee Benefits, Securities, High Net Worth..., Financial Planners, Insurance, Estate Planning, Financial Services, Uniform Combined State..., Financial Advisory, 401k Rollovers, Personal Financial..., Series 63, IRAs, Fixed Annuities, Series 7, Wealth, Finance

Education
California State University-Fullerton
BA- Business Management, Minor- Computer Science

The American College
CLU®, ChFC®, CFP®, Financial Planning

Securities Training Corporation
FINRA Series 7, FINRA Series 66

A.D. Banker & Company
Life Agent

Jerry Gomes, PMP, CSSBB Jerry Gomes, PMP, CSSBB Greater Minneapolis-St. Paul Area Details
Jerry Gomes, PMP, CSSBB's Ameriprise Financial Experience November 2006 - October 2008
Job Program Manager at McGladrey
Industry Program Development
Experience
PMI Minnesota  Program ManagerMcGladreyMay 2015 - Present
International Decision Systems  February 2009 - January 2015
Door Shakespeare; Executive Producer / Artistic Director   June 1996 - December 2011
Ameriprise Financial   November 2006 - October 2008
Ameriprise Financial   February 2006 - November 2006
Ameriprise Financial   2004 - 2006
Tech-Pro  1998 - 2004

Skills
Business Process..., Management, Six Sigma, Strategy, Program Management, Marketing, Business Analysis, PMP, Public Speaking, Cross-functional Team..., Project Management, Project Portfolio..., SDLC, Team Leadership, Process Improvement, Vendor Management, Leadership

Education
University of Minnesota-Twin Cities
Program for Individualized Learing (PIL)

University of St. Thomas - Opus College of Business   2009 — 2009
Mini Masters, Project Management

California State University-East Bay
Theatre

El Cerrito High

Los Angeles City College
Theatre (Actors Block Program)

National Shakespeare Conservatory
Theatre (MFA curriculum)

Frank Zhang, CFA, FRM, FSA, MSCF, PRM Frank Zhang, CFA, FRM, FSA, MSCF, PRM Greater Los Angeles Area Details
Frank Zhang, CFA, FRM, FSA, MSCF, PRM's Ameriprise Financial Experience 1994 - 1999
Job Vice President at Pacific Life
Industry Financial Services
Experience
Pacific Life  September 2011 - Present
Actuarial Financial Risk Management LLC   April 2011 - November 2012
Ernst & Young  July 2009 - April 2011
Societe Generale, Investment Banking   April 2008 - June 2009
ING  2002 - 2008
Prudential Financial  1999 - 2002
Ameriprise Financial   1994 - 1999
Aviva plc  1993 - 1994

Skills
Capital Markets, Risk Management, ALM, Derivatives, Hedging, Financial Risk, Variable Annuities, Equity Derivatives, Investment Banking, Financial Engineering, Financial Modeling, Quantitative Analytics, Equity Indexed Annuities, Quantitative Finance, Derivatives Strategies, Enterprise Risk..., Financial Risk..., Valuation Modeling, Leadership, Management, Portfolio Optimization, Trading, Options, Fixed Income, Market Risk, Economic Capital, Credit Risk, Portfolio Management, Operational Risk..., Structured Products, Fixed Annuities, Hedge Funds, Finance, Marketing Communications, Investment Strategies, Life Insurance, Alternative Investments, Investments, Insurance, Mutual Funds, Asset Management, Asset Allocation, Financial Services, Actuarial Science, FX Options

Education
Carnegie Mellon University - Tepper School of Business
MS, Computational Finance

University of Iowa
MS, Statistics

Rensselaer Polytechnic Institute
MS, Operations Research

Southeast University
BE, Eletrical Engineering

Deanna Olson Deanna Olson Greater Minneapolis-St. Paul Area Details
Deanna Olson's Ameriprise Financial Experience January 2010 - November 2011
Job Contract Administrator at DCMA
Industry Government Administration
Experience
DCMA  June 2013 - Present
Ameriprise Financial   January 2010 - November 2011
University of Wisconsin at Madison Business School   August 2007 - May 2009
Best Buy  May 2008 - August 2008
Ameriprise Financial   July 2002 - January 2007
New York Life Ins Co  April 2000 - May 2001
JP Morgan Chase & Co.   September 1998 - April 2000

Skills
Financial Modeling, Financial Analysis, Valuation, Retirement Planning, education planning, Estate Planning, Insurance Planning, Financial Planning, Organizing, Direct Sales, Sales Management, Excel, Microsoft Office, Telephone Skills, Sales Recruitment, Teaching Skills

Education
University of Wisconsin-Madison - School of Business   2007 — 2009
MBA

Carthage College   1994 — 1998
BA

Appleton West

Travis Morehead Travis Morehead Greater Minneapolis-St. Paul Area Details
Travis Morehead's Ameriprise Financial Experience October 2004 - June 2005
Job Insurance Agent at Wells Fargo Insurance Services
Industry Wholesale
Experience
Wells Fargo Insurance Services  October 2011 - Present
Capella University  January 2007 - March 2011
Edward Jones  June 2005 - November 2006
Ameriprise Financial   October 2004 - June 2005
Goodwill/ Easter Seals  October 2001 - October 2004
Infinity Direct, Inc   July 2000 - September 2001

Education
Capella University   2007 — 2010
MBA, Business Management

Luther College   1996 — 2000
BS, Communications and Political Science

John David Kopp, PMP, MBA John David Kopp, PMP, MBA Green Bay, Wisconsin Area Details
John David Kopp, PMP, MBA's Ameriprise Financial Experience June 2006 - October 2011
Job Director of Enterprise Applications at Ellucian
Industry Financial Services
Experience
Ellucian  October 2011 - Present
First Presbyterian Church  July 2012 - Present
Good Shepherd Lutheran Church, Howard, Wisconsin   June 2006 - June 2012
Ameriprise Financial   June 2006 - October 2011
International Business Machines  January 2003 - June 2006
Good Shepherd Church, Rochester, Minnesota   January 2000 - June 2006
International Business Machines  June 1999 - January 2003

Skills
ITIL, Process Improvement, Business Analysis, Change Management, PMP, Project Management, Project Portfolio..., PMO, Integration, Cross-functional Team..., Management, Strategy

Education
Cardinal Stritch University   2000 — 2002
MBA, Business

Gustavus Adolphus College   1995 — 1999
BA, Computer Science, Organizational Management, Music

Lissette Lacayo Lissette Lacayo San Francisco Bay Area Details
Lissette Lacayo's Ameriprise Financial Experience October 2007 - August 2009
Job Merchandise Planner at Z Gallerie
Industry Retail
Experience
Z Gallerie  February 2015 - Present
Williams-Sonoma, Inc.   June 2013 - February 2015
Alianza Fraternal Ayuda a Nicaragua (AFAN)   January 2009 - June 2014
Williams-Sonoma, Inc.   June 2012 - May 2013
Guess?  January 2011 - June 2012
View By View, Inc   September 2009 - August 2010
Infusion Lounge  January 2009 - August 2010
Ameriprise Financial   October 2007 - August 2009
Universal Music & Video Distribution  November 2005 - January 2007
Verizon Wireless  March 2004 - November 2005

Skills
Accounting, Advertising, Customer Service, Finance, Inventory Management, Management, Marketing, Merchandising, Retail, Sales, Strategy, Team Building, Social Media, Event Planning, Social Media Marketing, Microsoft Office

Education
California State University-East Bay   2006 — 2008
Bachelor of Science, Business Administration; Finance and Marketing Management Emphasis

Jim Stotenbur Jim Stotenbur Lansing, Michigan Area Details
Jim Stotenbur's Ameriprise Financial Experience July 1998 - Present
Job Franchise Owner, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 1998 - Present

Education
Central Michigan University   1994 — 1998
BSBA, Personal Financial Planning

Jeffrey A. Maas Jeffrey A. Maas Greater Minneapolis-St. Paul Area Details
Jeffrey A. Maas's Ameriprise Financial Experience 2003 - 2009
Job Attorney
Industry Law Practice
Experience
Robert Half Legal  June 2014 - September 2014
AccountAbility Minnesota  March 2013 - April 2013
Ameriprise Financial   2003 - 2009

Skills
Immigration Law, Alternative Dispute..., Mediation, Negotiation, Legal Research, Legal Writing, Personal Income Tax..., Microsoft Office, Parliamentary Procedure

Education
Hamline University School of Law   2006 — 2010
J.D., Law

Central European University   2009 — 2009
Cross-Cultural Mediation

Universidad Interamericana de Puerto Rico   2008 — 2008
Civil Law

Michigan State University   1986 — 1991
B.A, International Relations, Political Philosophy & Russian Language

Kennedy High School   1983 — 1986

Dan Bonicatto Dan Bonicatto Greater Minneapolis-St. Paul Area Details
Dan Bonicatto's Ameriprise Financial Experience December 1997 - December 2008
Job Sr. Training Consultant at Ameriprise Financial Services, Inc.
Industry E-Learning
Experience
Ameriprise Financial Services, Inc.   November 2012 - Present
Bonicatto ID & Development, LLC   February 2009 - Present
Ameriprise Financial   December 1997 - December 2008
Amerprise Financial  1997 - 2008
The Toro Company  1993 - 1997
The Toro Company  1993 - 1997
Northwest Airlines  1989 - 1993
CPT Corp  1982 - 1986

Skills
Captivate, E-learning, Lectora, Instructional Design, Flash, ActionScript, WebEx, Classroom Instruction, Virtual, ADDIE, Web-based Training, E-learning Development, Instructor-led Training, Blended Learning, Online Training, Classroom, E-Learning, Training Delivery, Distance Learning, Learning Management, Training, Needs Analysis, Strategy, Adult Education, Content Development, Instructional Technology, Employee Training, Consulting, Technical Training, Workshop Facilitation, Learning Management..., Technical Writing, Leadership Development, Performance Improvement, Multimedia, Performance Consulting, Presenter, Camtasia, SnagIt, Organizational..., Organizational...

Education
Capella University   2003 — 2006

St. Cloud State University   1979 — 1982
bs, mass communications

Phillip Hazlet Phillip Hazlet Greater Pittsburgh Area Details
Phillip Hazlet's Ameriprise Financial Experience April 2004 - April 2007
Job Banking Professional
Industry Banking
Experience
Ameriprise Financial   April 2004 - April 2007

Skills
Financial Modeling, Corporate Finance, Finance, Analysis, Business Planning, Financial Accounting, Investments, Management

Education
Case Western Reserve University   2000 — 2004
B.S. Management Science, Accounting minor, Finance concentration

David Caraway David Caraway Greater Boston Area Details
David Caraway's Ameriprise Financial Experience June 2010 - July 2012
Job Financial Services Advisory at Ernst & Young
Industry Investment Management
Experience
Ernst & Young  January 2013 - Present
John Hancock Financial Services  September 2012 - January 2013
Ameriprise Financial   June 2010 - July 2012
Bank of America  July 2002 - June 2010
PwC Consulting  July 1996 - June 2002

Skills
Asset Management, Mutual Funds, Middle Office, Back Office, Project Portfolio..., Operational Risk..., Application Development, Application Management, Production Support, Enterprise Integration, MBA, MBA Finance, PMP, Scrum, Consulting, Asset Managment, Application Lifecycle..., Vendor Management, Enterprise Software, Software Development, SDLC, Program Management, Integration, Mergers & Acquisitions, ITIL, Management, Leadership, Financial Services, Governance, PMO, Business Process, Requirements Gathering, IT Management, Risk Management, Outsourcing, Business Analysis, IT Strategy, Information Technology, Business Requirements, Business Process..., Portfolio Management, Project Delivery, Business Intelligence, Enterprise Architecture, Fixed Income, Banking, Business Process...

Education
University of Georgia - Terry College of Business   1998 — 2000
MBA, Corporate Finance

California State University-Chico   1991 — 1996
BS, Business Admin - Mgmt Information Systems

Doug Vogel Doug Vogel Rancho Palos Verdes, California Details
Doug Vogel's Ameriprise Financial Experience 2004 - 2010
Job Actor at DDO Artists Agency
Industry Performing Arts
Experience
DDO Artists Agency  April 2013 - Present
TCM Talent & Modeling Agency   2008 - 2012
Windermere Real Estate Wall Street   2010 - 2010
Japanese Americans, mini series   2010 - 2010
TCM Model and Talent Agency   2007 - 2010
Ameriprise Financial   2004 - 2010
Gone Goodbye, the movie   2009 - 2009
The Tulalip Tribes  2009 - 2009
New Horizons Child Development Center   2005 - 2008
DDO Artists Agency  1995 - 2008

Skills
Real Estate, Acting, Theatre, Television, Entertainment, Film Production, Stage, Film, Musical Theatre, Directing, Voice Over, Improvisation, Comedy, Drama, Public Speaking

Education
California State University-Long Beach   1982 — 1985
Bachelor of Arts (B.A.), Theatre/Theater

North Tahoe High School   1976 — 1979

Margo Urbany-Joyce Margo Urbany-Joyce Edgartown, Massachusetts Details
Margo Urbany-Joyce's Ameriprise Financial Experience July 2006 - June 2012
Job Financial Services Professional in transition
Industry Financial Services
Experience
Ameriprise Financial   July 2006 - June 2012
Citi Group  April 1999 - May 2005
Citi Group  January 1995 - April 1999
Kidder Peabody  January 1993 - January 1995
Kidder Peabody  October 1989 - January 1993
Kidder Peabody  October 1988 - October 1989
Salomon Brothers  April 1987 - October 1988

Education
Carnegie Mellon University   1982 — 1986
BS, Applied Mathematics, Operations Research and Industrial Management

Jeninne McGee Jeninne McGee Greater Minneapolis-St. Paul Area Details
Jeninne McGee's Ameriprise Financial Experience 2005 - 2010
Job Senior Vice President Enterprise Implementation and Operational Risk Assessment at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Ameriprise  December 2010 - 2012
Ameriprise Financial   2005 - 2010

Skills
Series 7, Financial Services

Education
Carleton College   1981 — 1985
Bachelor's degree, Economics

Carlson School of Management
Master of Business Administration (MBA), Business Administration and Management, General

Joseph Valdivia, CRPC® Joseph Valdivia, CRPC® Greater Los Angeles Area Details
Joseph Valdivia, CRPC®'s Ameriprise Financial Experience October 2008 - April 2010
Job Experienced Finance Professional
Industry Financial Services
Experience
AIG  November 2011 - Present
Ameriprise Financial   October 2008 - April 2010
UBS Financial Services, Inc  January 2002 - October 2008
UBS Financial Services, Inc  January 2000 - January 2002
Lucky Stores/Albertson's   January 1995 - January 2001

Education
California State University-Northridge   1995 — 1997

California State University-Northridge
International Business Administration; Finance

Pasadena City College
Associate of Arts

Dale Sandilands Dale Sandilands Greater New York City Area Details
Dale Sandilands's Ameriprise Financial Experience April 2006 - January 2009
Job Senior Associate at GJN M&A Advisors Generational Equity
Industry Venture Capital & Private Equity
Experience
GJN M&A Advisors Generational Equity   2011 - Present
CRG Partners (Private Equity Group)   April 2010 - December 2010
JPMorgan Chase  March 2009 - April 2010
Ameriprise Financial   April 2006 - January 2009

Skills
Strategy, Financial Modeling

Education
Central Connecticut State University   2002 — 2006
Finance

Franklin Pierce University   1999 — 2003

Jon Kring Jon Kring Greater Detroit Area Details
Jon Kring's Ameriprise Financial Experience September 2002 - April 2013
Job Financial Advisor with Insight Wealth Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Ameriprise Financial   September 2002 - April 2013
Eaton Corporation  February 1982 - July 2001

Skills
Retirement Planning, Portfolio Management

Education
Case Western Reserve University   1971 — 1975
Master's degree, Mathematics

Kalamazoo College   1966 — 1970
Bachelor's degree, Mathematics

Kambiz Ghazanfari Kambiz Ghazanfari Sacramento, California Area Details
Kambiz Ghazanfari's Ameriprise Financial Experience April 1998 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   April 1998 - Present

Education
California State University-Sacramento   1989 — 1995

Christen Adams Christen Adams Chico, California Area Details
Christen Adams's Ameriprise Financial Experience October 2004 - August 2007
Job Faculty at CSU, Chico
Industry Retail
Experience
CSU, Chico  January 2008 - Present
Greenfeet.com  August 2007 - Present
CSU, Chico  January 2007 - Present
Ameriprise Financial   October 2004 - August 2007

Education
California State University-Chico   2005 — 2007
MBA

Phillip Hawkey Phillip Hawkey Greater St. Louis Area Details
Phillip Hawkey's Ameriprise Financial Experience September 2002 - Present
Job financial advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   September 2002 - Present

Education
Associate Degree, St. Louis Community College - Florissant Valley

Kate Niemann Kate Niemann Greater Minneapolis-St. Paul Area Details
Kate Niemann's Ameriprise Financial Experience February 2012 - Present
Job Vice President Internal Audit at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   February 2012 - Present
Ameriprise Financial   April 2006 - February 2012
American Express  April 2003 - April 2006
American Express  2001 - April 2003
American Express  1998 - 2001

Skills
Internal Audit, Financial Risk, Sarbanes-Oxley Act, Risk Management, IT Audit, Auditing, Process Improvement, Finance, Management, Report Writing, Copy Editing, Internal Controls

Education
Cardinal Stritch University
Bachelor's degree, Management Information Systems, Business Administration

Northeast Metro Technical College
Graphic Design Composition

Spade Chan Spade Chan San Francisco Bay Area Details
Spade Chan's Ameriprise Financial Experience February 2008 - October 2008
Job ING Financial Partners, Inc.
Industry Financial Services
Experience
ING Financial Partners  November 2008 - Present
Ameriprise Financial   February 2008 - October 2008
HSBC Securities (USA)   September 2005 - February 2008
Morgan Stanley  May 1998 - August 2005
Merrill Lynch  December 1996 - 1998
ATR Systems, Inc   1990 - 1994
Everex Systems, Inc  1987 - 1990

Education
Texas A&M International University   1994 — 1995
MBA, International Banking

California State University-Dominguez Hills   1985 — 1987
BSC, Math & Computer Science

Carleton University   1981 — 1985
Engineering

C. Dino Lembesis C. Dino Lembesis Greater Detroit Area Details
C. Dino Lembesis's Ameriprise Financial Experience February 1996 - Present
Job Financial AdvisorAssociate Vice President at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial   February 1996 - Present

Education
Central Michigan University   1990 — 1995
B.S.

Jennifer Schneider Jennifer Schneider Greater Minneapolis-St. Paul Area Details
Jennifer Schneider's Ameriprise Financial Experience June 2007 - Present
Job Sr. Director, Client Experience & Strategic Insights
Industry Financial Services
Experience
Ameriprise Financial   June 2007 - Present
GMAC-RFC  January 2004 - June 2007
Colle+McVoy  January 2004 - December 2004
Cramer Krasselt  1996 - 2003

Skills
Financial Services, Integrated Marketing, Customer Insight, Wealth Management, Strategic Thinking, Strategy, Marketing, Marketing Communications, Analytics, Program Management, Competitive Analysis, Marketing Research, Segmentation, Customer Experience, Marketing Strategy, Relationship Management, Strategic Planning, Leadership, Data Analysis, Advertising, Market Research, Direct Marketing, Project Management, Vendor Management, Brand Architecture, Cross-functional Team..., Strategic Financial..., Management, Analysis, Process Improvement

Education
Carthage College   1988 — 1992
BA, Psychology

Ester Ng, CFP Ester Ng, CFP San Francisco Bay Area Details
Ester Ng, CFP's Ameriprise Financial Experience 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   1996 - Present
Gymboree  1992 - 1996

Education
California State University-Los Angeles   1988 — 1991
Master of Business Administration (MBA), Business Administration and Management, General

University of Hawaii at Manoa   1982 — 1986
Bachelor's degree, Business/Managerial Economics

Steven Rodger Steven Rodger Greater Minneapolis-St. Paul Area Details
Steven Rodger's Ameriprise Financial Experience August 2004 - Present
Job Compliance Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   August 2004 - Present

Education
Cardinal Stritch University   2001 — 2005

Jennifer Schneider-Bishop Jennifer Schneider-Bishop Greater Minneapolis-St. Paul Area Details
Jennifer Schneider-Bishop's Ameriprise Financial Experience June 2007 - Present
Job Sr. Manager, Brand & Client Experience Strategy
Industry Financial Services
Experience
Ameriprise Financial   June 2007 - Present
GMAC-RFC  January 2004 - May 2007
Colle+McVoy  January 2003 - December 2003
Cramer Krasselt  June 1997 - December 2003

Education
UW Oshkosh   1994 — 1996
MA, Experimental Psychology

Carthage College

Dake Chatfield, PMP Dake Chatfield, PMP Greater Minneapolis-St. Paul Area Details
Dake Chatfield, PMP's Ameriprise Financial Experience April 2004 - December 2006
Job IT Manager at Capella Education Company
Industry Information Technology and Services
Experience
Capella Education Company  January 2009 - Present
DRIASI  December 2006 - August 2008
Ameriprise Financial   April 2004 - December 2006
Techwise Group  March 1999 - April 2004
Fingerhut  January 1998 - March 1999
UnitedHealth Group  October 1994 - January 1998
Questar  March 1993 - October 1994

Skills
PMP, Software Development, Management, Project Management, SDLC, Vendor Management, PMO, Business Analysis, Leadership, Information Technology, Data Warehousing, Project Portfolio..., Software Project..., SharePoint

Education
Capella University   2009 — 2012
Master of Science (MS)

University of Minnesota-Twin Cities   1987 — 1992
BA

Adam Searl Adam Searl Mansfield, Ohio Details
Adam Searl's Ameriprise Financial Experience September 2005 - November 2006
Job Fiscal Officer for Huron County Community Library
Industry Law Practice
Experience
Huron County Community Library   February 2013 - Present
Extension Library District of Huron County   November 2012 - February 2013
Ohio Northern University  April 2011 - October 2011
Ohio Attorney General's Office  May 2011 - August 2011
Ohio University  September 2008 - August 2009
National City Bank  June 2007 - September 2008
InfoCision Management Corporation  November 2006 - May 2007
Ameriprise Financial   September 2005 - November 2006
US Army  June 2004 - August 2005

Skills
Legal Research, Bankruptcy, Hearings, Research, Politics, Motions, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word

Education
Ohio Northern University—Claude W. Pettit College of Law   2009 — 2012
J.D., Law, Cume Laude

Ohio University   2008 — 2009
MA, Political Science

Case Western Reserve University   2000 — 2004
BS, Management Information Systems, General, Cum Laude

Joe Richard Joe Richard Greater Minneapolis-St. Paul Area Details
Joe Richard's Ameriprise Financial Experience July 2010 - April 2015
Job Program Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Ameriprise Financial   July 2010 - April 2015
Ameriprise Financial Services, Inc.   January 2007 - July 2010
Ameriprise Financial Services, Inc.   July 2004 - January 2007

Skills
Financial Services, Business Analysis, Vendor Management, Project Management, Management, Business Process..., Business Strategy, Change Management, Insurance, Mutual Funds, Leadership, Strategy, Process Improvement, Relationship Management, Strategic Planning, Cross-functional Team..., Analysis

Education
Cardinal Stritch University
Business Management

Andrei S. Hall, CFP®, CRPC®, Andrei S. Hall, CFP®, CRPC®, Orange County, California Area Details
Andrei S. Hall, CFP®, CRPC®,'s Ameriprise Financial Experience November 2004 - May 2007
Job President, Hall Wealth Management, Retirement Distribution Planning 9492226401
Industry Financial Services
Experience
Hall Wealth Management Group   May 2007 - Present
Ameriprise Financial   November 2004 - May 2007
Printronix  January 2002 - September 2003
Xerox Corporation  January 1973 - December 2001

Education
California State University-Los Angeles   1971 — 1973
BS, Business Administration

Larry Lessley Larry Lessley Minneapolis, Minnesota Details
Larry Lessley's Ameriprise Financial Experience 2008 - June 2009
Job Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2009 - Present
Ameriprise Financial   2008 - June 2009
H&R Block Financial Advisors  June 2004 - November 2008
OLDE Discount Stockbrokers  May 1991 - June 2004
OLDE Discount Stockbrokers  September 1989 - May 1991
OLDE Discount Stockbrokers  June 1987 - September 1989
Gap Inc.  December 1983 - December 1984

Skills
FINRA, Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement Planning, Wealth Management, Asset Allocation, Investments

Education
Calvin College   1979 — 1983
BA, Economics

Brian Distler, CFP® Brian Distler, CFP® Cleveland/Akron, Ohio Area Details
Brian Distler, CFP®'s Ameriprise Financial Experience January 2008 - May 2009
Job Director of Wealth Management at NMS Wealth Management
Industry Investment Management
Experience
NMS Wealth Management   January 2011 - Present
Chase Investment Services  May 2009 - January 2011
Ameriprise Financial   January 2008 - May 2009
Ameriprise Financial   March 2006 - May 2009

Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Management, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Uniform Combined State..., Mutual Funds, Series 7, Certified Financial..., Estate Planning, Finance, Series 63, Investment Strategies, Alternative Investments, Securities, Investment Management, Retirement, 401k, FINRA

Education
Case Western Reserve University
BS, Finance, Economics

Bonnie Romani Bonnie Romani Greater Denver Area Details
Bonnie Romani's Ameriprise Financial Experience 1996 - 2001
Job Agency Field Support Unit Manager at American Family Insurance
Industry Insurance
Experience
American Family Insurance  April 2012 - Present
American Family Insurance  September 2008 - May 2012
American Family Insurance  February 2006 - September 2008
Ameriprise Financial   1996 - 2001

Skills
Insurance, Claim, Commercial Insurance, Casualty, Property & Casualty..., Umbrella Insurance, Call Centers, Project Management, Strategic Planning, Management, Customer Service, Microsoft Office, Coaching Staff, Insurance Agency...

Education
University of Wisconsin-Madison - School of Business   2009 — 2010
Masters Certificate, Project Management

Cardinal Stritch University   2007 — 2008
Bachelors, Business Management

Satya Iluri Satya Iluri Dallas/Fort Worth Area Details
Satya Iluri's Ameriprise Financial Experience 1997 - 1999
Job Capability Architect and Management Consultant
Industry Financial Services
Experience
Capstera   December 2012 - Present
Worthune   January 2007 - Present
Capgemini  January 2005 - January 2007
Footnote Financial   January 2002 - May 2005
eFinanceSoft   2000 - 2003
AdviceAmerica  1999 - 2001
Ameriprise Financial   1997 - 1999

Skills
Advisor workstation, Product strategy, Portfolio performance..., Portfolio analytics and..., HNW advice strategies, Business Capability..., Business Architecture, business/IT optimization, UMA, UMH, Wealth Management, Asset management, Capability architecture, Business Strategy, merger integration, Application portfolio..., Platform definition, Business capabilities..., Capability centric...

Education
California State University-East Bay
MBA, Finance

Angela Murray Angela Murray Minneapolis, Minnesota Details
Angela Murray's Ameriprise Financial Experience July 2008 - January 2011
Job Coordinator of Collegiate Life & Diversity at Carlson School of Management, University of Minnesota
Industry Higher Education
Experience
Carlson School of Management  September 2014 - Present
National Society of Hispanic MBAs (NSHMBA)   January 2011 - Present
Carlson School of Management, University of Minnesota  September 2012 - September 2014
Carlson School of Management, University of Minnesota  January 2011 - September 2012
Ameriprise Financial   July 2008 - January 2011
Cardinal Stritch University, Institute for Professional Development   2005 - 2008

Skills
Marketing, Fundraising, Strategic Planning, Event Planning, Recruiting, Cross-functional Team..., Program Management, Policy, Project Management, Time Management, Data Analysis, Training, Leadership, Budgets, Customer Service, Diversity & Inclusion, Diversity Training, Management, Organizational...

Education
Cardinal Stritch University
Master of Business Administration (M.B.A.)

University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Marketing

University of Minnesota-Twin Cities
Bachelor of Arts (BA), Spanish

Youree McBride, CFP®, CWS®, CRPC® Youree McBride, CFP®, CWS®, CRPC® Austin, Texas Details
Youree McBride, CFP®, CWS®, CRPC®'s Ameriprise Financial Experience July 2005 - May 2011
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  September 2013 - Present
USAA  April 2011 - Present
Ameriprise Financial   July 2005 - May 2011

Education
Centenary College of Louisiana
BA, Arts

College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor, Retirement Strategies

College of Financial Planning
Financial and Protection planning

Louisiana Tech University
Law

Marc Werner Marc Werner Greater Minneapolis-St. Paul Area Details
Marc Werner's Ameriprise Financial Experience May 2010 - May 2013
Job Senior Risk Manager & Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
AMERIPRISE FINANCIAL   May 2010 - May 2013
AMERIPRISE FINANCIAL   January 2007 - April 2010
American Express Financial Advisors/Ameriprise Financial   July 2002 - December 2006
eLoyalty  March 1998 - June 2002
NordicTrack  September 1993 - February 1998

Skills
Series 7, Series 24, Series 66, Financial Planning, Wealth, Retirement Planning, Investment Advisory, Compliance, Registered Principal, Mutual Funds, Strategic Financial..., Process Improvement, Insurance, Management, Training, Cross-functional Team..., Coaching, Fixed Annuities, Small Business, Finance, Leadership, Team Building

Education
Walden University   2011 — 2013
MBA, Leadership, 4.0

Cardinal Stritch University   1995 — 1997
B.S., Business Administration

Klemmer & Assoc
Advanced Leadership Training

Sheng Alice Wang, CIMA® Sheng Alice Wang, CIMA® San Francisco Bay Area Details
Sheng Alice Wang, CIMA®'s Ameriprise Financial Experience August 2004 - January 2006
Job National Accounts Associate at Matthews Asia
Industry Financial Services
Experience
Matthews Asia  July 2015 - Present
Voya Investment Management  September 2012 - November 2014
Voya Investment Management  January 2011 - September 2012
ING Funds  November 2009 - December 2010
ING Funds  March 2009 - November 2009
ING Annuities  April 2008 - March 2009
National City Bank  February 2006 - April 2008
Ameriprise Financial   August 2004 - January 2006
Carnegie Mellon University  May 2002 - August 2004

Skills
CRM, Mutual Funds, Investments, Asset Managment, Series 7, Series 66, Variable Annuities, Life Insurance, 529 Plans, Project Management, Business Development, National Accounts, Sales, CIMA, REIT, Languages, Finance, Asset Management

Education
Carnegie Mellon University   1998 — 2002
BA, Spanish

Carnegie Mellon University   1998 — 2002
BA, German

University of Pennsylvania - The Wharton School   2012 — 2012
Executive Education, CIMA

Joe Dargay Joe Dargay Greater Minneapolis-St. Paul Area Details
Joe Dargay's Ameriprise Financial Experience June 2007 - April 2008
Job MATERIAL PLANNER at TRANE
Industry Logistics and Supply Chain
Experience
TRANE  June 2013 - Present
Auer Steel   April 2011 - June 2013
LifeSource  August 2008 - April 2011
Ameriprise Financial   June 2007 - April 2008
CenterPoint Energy  2003 - 2007

Skills
Purchasing, Customer Service, Microsoft Word, Inventory Management, Supply Chain Management, Microsoft Excel, Negotiation, Process Improvement

Education
Cardinal Stritch University
Bachelor of Science, Business Management

Cardinal Stritch University
Associate of Science, Business

Marjean Hoeft Marjean Hoeft Minneapolis, Minnesota Details
Marjean Hoeft's Ameriprise Financial Experience 1999 - 2007
Job Retired! But happy to endorse, advise and linkin with others
Industry Leisure, Travel & Tourism
Experience
Alliance for Healthy Homes and Communities   January 2013 - December 2013
Sustainable Resources Center  January 2010 - December 2013
Friends of the Mississippi River  October 2009 - January 2010
Ameriprise Financial   1999 - 2007
Ameriprise Financial   1992 - 1999
Ameriprise Financial   1982 - 1992

Skills
Community Outreach, Non-profits, Training, Educational Technology, Humor, Conflict Resolution, Event Planning, Management, Nonprofits, Access, Program Development, Project Management, Grants, PowerPoint, Data Analysis

Education
Carleton College   1975 — 1979
B.A., Sociology/Anthropology

Cory Larson Cory Larson Greater Minneapolis-St. Paul Area Details
Cory Larson's Ameriprise Financial Experience DirectorAmeriprise Financial Services, Inc.1996 - 2009
Job Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   DirectorAmeriprise Financial Services, Inc.1996 - 2009

Skills
Financial Services, Wealth Management, Series 7, Retirement Planning, Financial Advisory

Education
California State University, Fresno   1989 — 1992
BS, Marketing

Apple Valley HS   1984 — 1987
Diploma, General

David Misner David Misner Boise, Idaho Area Details
David Misner's Ameriprise Financial Experience August 2012 - December 2013
Job VP Risk Analyst III at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2014 - Present
Tutor Doctor  February 2014 - August 2014
Boise Analytics, LLC   January 2014 - August 2014
Ameriprise Financial   August 2012 - December 2013
REI  April 2012 - July 2012
Ameriprise Financial Services, Inc.   August 2010 - March 2012
Boise Analytics, LLC   March 2010 - July 2010
Ameriprise Financial Services, Inc.   November 2006 - February 2010
The Xylitol Store, LLC   July 2003 - November 2006
Decision Support Solutions, LLC   January 1993 - June 2003

Skills
SAS, SAS SQL, SAS Macros, SAS Certified Base..., SAS programming, Business Intelligence, Analytics, Data Analysis, Predictive Analytics, Statistical Modeling, Predictive Modeling, Data Mining, Data Warehousing, Business Analysis, Business Analytics, Health Insurance, Actuarial Science, Actuarial Consulting, Actuarial Exams, HEDIS, Actuaries, Healthcare Information..., Data Warehouse..., Statistics, Financial Services, SDLC, Reporting & Analysis

Education
Carroll College
Math/Statistics

Montana State University-Bozeman
Bachelor of Science (BS), Math/Statistics

Drew Fitzmorris Drew Fitzmorris Greater Detroit Area Details
Drew Fitzmorris's Ameriprise Financial Experience July 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 2000 - Present
Ameriprise Financial Services, Inc.   2001 - 2009

Education
California State Polytechnic University-Pomona   1985 — 1988
MLA

University of California, Berkeley   1980 — 1983
BA, Psychology

Cheri Wiener Cheri Wiener Greater Detroit Area Details
Cheri Wiener's Ameriprise Financial Experience May 2010 - Present
Job Sales Supervision Manager at Ameriprise Financial
Industry Legal Services
Experience
Ameriprise Financial   May 2010 - Present
Ameriprise Financial   October 2005 - October 2009
Ameriprise Advisor Services Inc  1999 - 2009
Ameriprise Advisor Services (formerly H&R Block Finl Advisors)   November 2002 - October 2005
H&R Block Financial Advisors  April 1999 - November 2002
Spar Marketing Force   May 1995 - November 1999
Detroit Edison  March 1998 - April 1999
NBD Bank  November 1984 - October 1997

Skills
Securities, Alternative Investments, Investment Advisory, Financial Services, PowerPoint, Due Diligence, Analysis, Access, Investments, Wealth Management, Series 63, Portfolio Management, Finance, Strategic Financial..., Outlook, Customer Service, Disaster Recovery, Accounting, Credit, Management, Trading, Microsoft Excel, Internal Audit, Bonds, Microsoft Word, Research, Software Documentation, Retirement Planning, Process Improvement, Series 7, Program Management, FINRA, Sales, Mutual Funds

Education
Oakland Community College   1981 — 2011
Associates, Administration

Walsh College
MS, Management

Walsh College
Master of Science, International Management

Central Michigan University
BSA, Business

Central Michigan University
Bachelor of Science, Organization Administration

Monica E. Minton, MBA Monica E. Minton, MBA Sacramento, California Area Details
Monica E. Minton, MBA's Ameriprise Financial Experience October 2010 - Present
Job Manager, Franchise Recruiting and Engagement
Industry Financial Services
Experience
Ameriprise Financial   October 2010 - Present
Ameriprise Financial   January 2009 - June 2010
Ameriprise Financial   October 2007 - December 2008
Ameriprise Financial   March 2000 - October 2007

Skills
Series 7, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Investment Advisory, Retirement, Estate Planning, Portfolio Management, Asset Allocation, Mutual Funds, Securities, Equities, Financial Modeling, FINRA, Financial Analysis, Series 24

Education
University of California, Davis - Graduate School of Management   2004 — 2007
MBA, Finance and General Management

California State University-Sacramento   2001 — 2003
B.S., Strategic Management

Kori Coffey Kori Coffey Greater Detroit Area Details
Kori Coffey's Ameriprise Financial Experience May 2006 - May 2007
Job Financial Consultant at BKS Advisors, assisting small to medium sized business owners with their retirement plan needs.
Industry Financial Services
Experience
BKS Advisors   August 2014 - Present
TD Ameritrade  June 2007 - August 2012
Ameriprise Financial   May 2006 - May 2007
Gilbert & Blake's Seafood & Steak Grille   August 2004 - March 2006
Wayne Metro Community Action Agency  December 2000 - September 2004

Skills
Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Retirement, FINRA, Investment Strategies, Risk Management, Customer Service, Salesforce.com, Public Speaking, Strategic Planning, Microsoft Excel, Team Building, Microsoft Office, Sales, New Business Development, Event Planning, Asset Managment, Wealth Management, Uniform Combined State..., Investments, Portfolio Management, Investment Advisory, ETFs, Financial Services, Relationship Management, IRAs, 401k Rollovers, Wealth Management..., Management, Series 65, 401k, Financial Advisory, Investment Management, Retirement Plan..., High Net Worth..., Qualified Retirement..., Personal Financial..., Investment Advisory..., Defined Contribution, Financial Goals, Insurance, Financial Analysis, Finance, Small Business, Financial Planning

Education
Wayne State University   2003 — 2004
Master of Science (MS), Education (11 credits)

Central Michigan University   1992 — 1997
BS, Community Development

Pentwater

Pentwater

William Gustafson William Gustafson Stamford, Connecticut Details
William Gustafson's Ameriprise Financial Experience June 2008 - August 2008
Job Process Lead for Bridgewater/BNY Mellon
Industry Investment Banking
Experience
BNY Mellon  January 2012 - Present
Bridgewater Associates  August 2011 - January 2012
Citi Group  June 2010 - July 2011
Target  November 2009 - June 2010
Canisius College  June 2009 - June 2010
Ameriprise Financial   June 2008 - August 2008

Education
Canisius College   2009 — 2010
MBA, Global Supply Chain Management and International Business

Niagara University   2005 — 2009
BS, Finance

Jeannine Oliverei Jeannine Oliverei Greater Detroit Area Details
Jeannine Oliverei's Ameriprise Financial Experience May 2000 - October 2009
Job Paralegal at Harvey Kruse Law Firm
Industry Legal Services
Experience
Lifestyle Lift  November 2012 - July 2014
Various recruiters   November 2009 - 2012
Ameriprise Financial   May 2000 - October 2009

Education
Central Michigan University   1979 — 1983
BSW, Social Work

Stanley Tom Stanley Tom Greater Los Angeles Area Details
Stanley Tom's Ameriprise Financial Experience January 2010 - May 2010
Job Intermediate Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  August 2011 - Present
AIG SunAmerica  May 2010 - August 2011
Ameriprise Financial   January 2010 - May 2010

Skills
Financial Reporting

Education
California State University-Northridge   2007 — 2010
Bachelor's Degree, Business Administration - Finance and Management (Double Major)

Kyle Whitten Kyle Whitten Greater Los Angeles Area Details
Kyle Whitten's Ameriprise Financial Experience May 2006 - Present
Job Financial Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   May 2006 - Present
Investors Title Company  January 2004 - April 2006
LandAmerica Commonwealth  January 2002 - January 2004
Riley Automotive   January 1998 - January 2003

Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Estate Planning, Asset Allocation, Mutual Funds, Investment Strategies, Uniform Combined State..., Series 63, Insurance, Life Insurance, Alternative Investments, Portfolio Management, Asset Management, Finance, Financial Analysis, Mortgage Lending

Education
The American College   2011 — 2014
Certified Financial Planner TM, Financial Planning and Services

California State University-Northridge   2003 — 2007
Bachelor's degree, Finance

Village Christian High School   1998 — 2002
HS Diploma

Alyssa C. Beachum Alyssa C. Beachum New York, New York Details
Alyssa C. Beachum's Ameriprise Financial Experience July 2006 - August 2007
Job Client Experience Manager at LOFT at ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey)
Industry Fund-Raising
Experience
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey)   May 2014 - Present
ACB Consulting   March 2013 - May 2014
iApparel, LLC.   July 2011 - December 2012
Fleet Street Ltd.  September 2010 - May 2011
Junior Gallery, Ltd.   July 2008 - September 2010
VisionPlanning Inc.   September 2007 - March 2008
Ameriprise Financial   July 2006 - August 2007

Skills
Marketing, Sales, Strategic Planning, Forecasting, Merchandising, Retail, Marketing Strategy, Strategic Financial..., Management, Investments, Leadership

Education
New York University   2013 — 2014
Certificate in Fundraising

Campbell University   2004 — 2006
B.S., Business Administration

Miami University   2001 — 2003
B.A., Music Education, Piano

ray kovalski ray kovalski Cleveland/Akron, Ohio Area Details
ray kovalski's Ameriprise Financial Experience
Job Financial Advisor, MBA at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  

Skills
Chemical Engineering

Education
Canisius College
MBA, marketing, finance

Lisa Waldoch Lisa Waldoch Deer River, Minnesota Details
Lisa Waldoch's Ameriprise Financial Experience March 2005 - March 2013
Job Member Advisor at Affinity Plus Federal Credit Union
Industry Banking
Experience
Affinity Plus Federal Credit Union  March 2013 - Present
Ameriprise Financial   March 2005 - March 2013

Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Leadership, Project Management, Microsoft Word, Strategic Planning, Process Improvement, Banking

Education
Capella University   2015 — 2017
Master of Business Administration (M.B.A.), Business Intelligence

Metropolitan State University   2002 — 2004
Bachelor of Science (B.S.), Management Information Systems, General

DeAnna Imelli DeAnna Imelli Sacramento, California Area Details
DeAnna Imelli's Ameriprise Financial Experience October 2000 - June 2012
Job Family Sacramental Preparation Coordinator and Preschool Assistant at St. Gall Catholic Church
Industry Religious Institutions
Experience
St. Gall Catholic Church   August 2009 - Present
Ameriprise Financial   October 2000 - June 2012

Skills
Microsoft Excel, PowerPoint, English, Windows, Outlook, Teaching, HTML, Public Speaking, Editing

Education
University Nevada-Reno   1986 — 1989

Carroll College   1982 — 1986
Bachelor of Science (BS), Combined Sciences, Biology and Chemistry

Manuel Cooper, LT, SC, USN Manuel Cooper, LT, SC, USN Plano, Texas Details
Manuel Cooper, LT, SC, USN's Ameriprise Financial Experience 2004 - 2007
Job Officer Programs Recruiter/ Supply Corps Officer U.S. Navy
Industry Financial Services
Experience
TIAA-CREF  2007 - Present
U.S. Navy   1999 - Present
, Marriott Vacations Club International   2005 - 2007
Ameriprise Financial   2004 - 2007
The Dolben Company  2003 - 2004
Centergate Residential And Summit Properties, Inc.   2001 - 2003
Ernst & Young  1991 - 1993

Skills
Financial Analysis, Strategic Financial..., Audit Preparation, Audit Management, Organizational..., Change Management, Project Management, Operations Management, Financial Forecasting, Budget Process, Financial Reporting, Client Relationship..., Resource Planning, Capacity Planning, Resource Allocation, Resource Management, Business Development, Strategic Planning, Internal Controls, Cost Management, Team Leadership, Team Building, Communication, Written & Oral...

Education
Southern Methodist University - Cox School of Business
Certificate/ Executive Education

Central Michigan University
Master of Science (M.S.), Administration

Morgan State University
Bachelor of Science (B.S.), Accounting

Thomas Simanek Thomas Simanek Half Moon Bay, California Details
Thomas Simanek's Ameriprise Financial Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   May 2009 - Present
Ameriprise Financial   May 2009 - Present
Morgan Stanley Wealth Management  October 1984 - May 2009

Education
California State University-Chico   1978 — 1980
Bachelor's degree, Business Marketing

Humboldt State University   1976 — 1977
Educational Leadership and Administration, General

Dan Hamalainen Dan Hamalainen Minneapolis, Minnesota Details
Dan Hamalainen's Ameriprise Financial Experience June 2015 - Present
Job Student at Carleton College
Industry
Experience
Ameriprise Financial   June 2015 - Present

Education
Carleton College   2012 — 2016

Carleton College   2012 — 2016
Bachelor's degree, Computer Science

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