Ameriprise Financial
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Employees
Ameriprise Financial 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial May 2010 - February 2013
Education
California State University-East Bay 1985 — 1989
B.A., Finance
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
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
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
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
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
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
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
Ameriprise Financial 1988 - Present
Education
Calvin College
BA, History and Math Education
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
US Bank September 2006 - Present
Ameriprise Financial February 2005 - July 2006
Education
Cardinal Stritch University 1997 — 2002
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
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
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
Ameriprise Financial September 2010 - Present
Boudin Bakery & Cafe August 2007 - September 2010
Education
California State University-Sacramento 2004 — 2008
Bachelor's, Criminal Justice
Ameriprise Financial December 2014 - Present
Southwest Securities January 2007 - December 2014
Education
California State University-Long Beach 1972 — 1976
Bachelor of Arts (B.A.)
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 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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
Ameriprise Financial July 1998 - Present
Education
Central Michigan University 1994 — 1998
BSBA, Personal Financial Planning
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial April 1998 - Present
Education
California State University-Sacramento 1989 — 1995
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
Ameriprise Financial September 2002 - Present
Education
Associate Degree, St. Louis Community College - Florissant Valley
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
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
Ameriprise Financial February 1996 - Present
Education
Central Michigan University 1990 — 1995
B.S.
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
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
Ameriprise Financial August 2004 - Present
Education
Cardinal Stritch University 2001 — 2005
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
Ameriprise Financial
Skills
Chemical Engineering
Education
Canisius College
MBA, marketing, finance
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
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
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
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
Ameriprise Financial June 2015 - Present
Education
Carleton College 2012 — 2016
Carleton College 2012 — 2016
Bachelor's degree, Computer Science