Ameriprise Financial
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Employees
Employee
Years
Job
Industry
Leslie Pesarchick Leslie Pesarchick's Ameriprise Financial Experience January 2010 - May 2015
Job Director of Program Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial January 2010 - May 2015
Ameriprise Financial Services, Inc. June 2006 - January 2010
Skills
Financial Services, Series 7, Strategic Financial..., Retirement Planning, Strategic Planning, Relationship Management, Leadership, Financial Advisory, Process Improvement, Finance, Mutual Funds, Wealth Management, Insurance, Investments, Financial Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA
College of Saint Benedict 2002 — 2006
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial January 2010 - May 2015
Ameriprise Financial Services, Inc. June 2006 - January 2010
Skills
Financial Services, Series 7, Strategic Financial..., Retirement Planning, Strategic Planning, Relationship Management, Leadership, Financial Advisory, Process Improvement, Finance, Mutual Funds, Wealth Management, Insurance, Investments, Financial Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA
College of Saint Benedict 2002 — 2006
Sara Preimesberger Sara Preimesberger's Ameriprise Financial Experience January 2005 - August 2006
Job Director, Marketing Communications Total Tool Supply
Industry Marketing and Advertising
Experience
Total Tool Supply July 2015 - Present
Bennie Lane Marketing & Consulting September 2014 - June 2015
Merch Detective September 2013 - April 2014
One 2 One Marketing, Inc. April 2007 - October 2010
Ameriprise Financial January 2005 - August 2006
American Express Financial Advisors August 2004 - January 2005
Hanley Wood Marketing November 2003 - March 2004
Idea Workshop March 2000 - October 2003
Mosaic Marketing May 1997 - July 1998
Ticketmaster March 1995 - April 1997
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Direct Marketing, Event Management, Integrated Marketing, Digital Marketing, Brand Development, Email Marketing, Social Media Marketing, Interactive Marketing
Education
University of Saint Thomas - School of Business
Master of Business Communications, Marketing Communications
College of St. Benedict
BA, Liberal Studies/Communication
Bloomington Jefferson Senior High (MN)
Total Tool Supply July 2015 - Present
Bennie Lane Marketing & Consulting September 2014 - June 2015
Merch Detective September 2013 - April 2014
One 2 One Marketing, Inc. April 2007 - October 2010
Ameriprise Financial January 2005 - August 2006
American Express Financial Advisors August 2004 - January 2005
Hanley Wood Marketing November 2003 - March 2004
Idea Workshop March 2000 - October 2003
Mosaic Marketing May 1997 - July 1998
Ticketmaster March 1995 - April 1997
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Direct Marketing, Event Management, Integrated Marketing, Digital Marketing, Brand Development, Email Marketing, Social Media Marketing, Interactive Marketing
Education
University of Saint Thomas - School of Business
Master of Business Communications, Marketing Communications
College of St. Benedict
BA, Liberal Studies/Communication
Bloomington Jefferson Senior High (MN)
Travis L Kell Travis L Kell's Ameriprise Financial Experience July 1991 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial July 1991 - Present
Ameriprise Financial May 2015 - Present
Ameriprise Financial Services, Inc. 1987 - Present
Ameriprise Financial Services, Inc. 2004 - Present
Education
College for Financial Planning 1990 — 1991
CERTIFIED FINANCIAL PLANNER™ practitioner
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial July 1991 - Present
Ameriprise Financial May 2015 - Present
Ameriprise Financial Services, Inc. 1987 - Present
Ameriprise Financial Services, Inc. 2004 - Present
Education
College for Financial Planning 1990 — 1991
CERTIFIED FINANCIAL PLANNER™ practitioner
Lisa Reuder Lisa Reuder's Ameriprise Financial Experience November 2014 - Present
Job
Industry Information Technology and Services
Experience
Ameriprise Financial November 2014 - Present
Optum June 2014 - October 2014
Prime Therapeutics April 2013 - June 2014
Prime Therapeutics July 2012 - April 2013
Prime Therapeutics May 2011 - June 2012
ABILITY Network April 2010 - May 2011
Ingenix September 2006 - September 2009
US Bank June 2005 - August 2006
Safeco September 1998 - June 2005
Legend Technical Services March 1994 - November 1997
Skills
SDLC, Visio, Integration, Software Documentation, SharePoint, Testing, Unix, Requirements Gathering, SQL, DB2, Program Management, ETL
Education
University of Washington 1998 — 2001
MBA, Business Administration
College of Saint Benedict 1979 — 1984
BA, Chemistry/Education
Ameriprise Financial November 2014 - Present
Optum June 2014 - October 2014
Prime Therapeutics April 2013 - June 2014
Prime Therapeutics July 2012 - April 2013
Prime Therapeutics May 2011 - June 2012
ABILITY Network April 2010 - May 2011
Ingenix September 2006 - September 2009
US Bank June 2005 - August 2006
Safeco September 1998 - June 2005
Legend Technical Services March 1994 - November 1997
Skills
SDLC, Visio, Integration, Software Documentation, SharePoint, Testing, Unix, Requirements Gathering, SQL, DB2, Program Management, ETL
Education
University of Washington 1998 — 2001
MBA, Business Administration
College of Saint Benedict 1979 — 1984
BA, Chemistry/Education
Joshua R. Harrell, CFP®, CRPC®'s Ameriprise Financial Experience June 2007 - June 2011
Job Financial Advisor with LaBanc and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. April 2011 - August 2011
Ameriprise Financial June 2007 - June 2011
Education
The College of Wooster 2007 — 2011
Bachelors, Business Economics
CFP® Board
College for Financial Planning
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. April 2011 - August 2011
Ameriprise Financial June 2007 - June 2011
Education
The College of Wooster 2007 — 2011
Bachelors, Business Economics
CFP® Board
College for Financial Planning
Aaron Felts Aaron Felts's Ameriprise Financial Experience June 2006 - December 2006
Job Manager, Custody Middle Office at J.P.Morgan
Industry Investment Management
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. March 2013 - January 2015
JPMorgan Chase & Co. July 2009 - March 2013
JPMorgan Chase & Co. December 2006 - July 2009
Ameriprise Financial June 2006 - December 2006
Skills
Corporate Actions, Global Trade Management, Equities, Fixed Income, Analysis, Customer Service, Client Development, Client Presentation, Operations Management, Team Building, Employee Training, Presentation Skills, Microsoft Office, Microsoft Excel, Access, SharePoint, Business Objects, Process Improvement, Project Management, Lean Operations, Risk Management, Investments, Insurance, Banking, Finance, Financial Services
Education
The University of Texas at Dallas 2002 — 2005
BA, Historical Studies
Collin County Community College 1999 — 2002
AA
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. March 2013 - January 2015
JPMorgan Chase & Co. July 2009 - March 2013
JPMorgan Chase & Co. December 2006 - July 2009
Ameriprise Financial June 2006 - December 2006
Skills
Corporate Actions, Global Trade Management, Equities, Fixed Income, Analysis, Customer Service, Client Development, Client Presentation, Operations Management, Team Building, Employee Training, Presentation Skills, Microsoft Office, Microsoft Excel, Access, SharePoint, Business Objects, Process Improvement, Project Management, Lean Operations, Risk Management, Investments, Insurance, Banking, Finance, Financial Services
Education
The University of Texas at Dallas 2002 — 2005
BA, Historical Studies
Collin County Community College 1999 — 2002
AA
Mike Wren, CFP® Mike Wren, CFP®'s Ameriprise Financial Experience November 2008 - March 2014
Job Principal | Director of Financial Planning | Financial Advisor at Legacy Financial Strategies, LLC
Industry Investment Management
Experience
Legacy Financial Strategies, LLC March 2014 - Present
Ameriprise Financial November 2008 - March 2014
First Investors Corporation June 2005 - November 2008
First Investors Corporation June 2001 - June 2005
Skills
Retirement, Retirement Planning, Investments, Wealth Management, Strategic Financial..., Finance, Leadership, Series 7, Mutual Funds, Estate Planning, Time Management, Asset Allocation, Series 63, Financial Advisory
Education
College for Financial Planning 2009 — 2010
Seton Hall University 1997 — 2001
Legacy Financial Strategies, LLC March 2014 - Present
Ameriprise Financial November 2008 - March 2014
First Investors Corporation June 2005 - November 2008
First Investors Corporation June 2001 - June 2005
Skills
Retirement, Retirement Planning, Investments, Wealth Management, Strategic Financial..., Finance, Leadership, Series 7, Mutual Funds, Estate Planning, Time Management, Asset Allocation, Series 63, Financial Advisory
Education
College for Financial Planning 2009 — 2010
Seton Hall University 1997 — 2001
Patty Groff, CRPC Patty Groff, CRPC's Ameriprise Financial Experience June 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Noble Woman Boutique December 2010 - Present
Ameriprise Financial June 1996 - Present
Education
College for Financial Planning 2008 — 2008
Certification, Chartered Retirement Planning
Minnesota State University, Mankato
Noble Woman Boutique December 2010 - Present
Ameriprise Financial June 1996 - Present
Education
College for Financial Planning 2008 — 2008
Certification, Chartered Retirement Planning
Minnesota State University, Mankato
Mary Quist-Newins Mary Quist-Newins's Ameriprise Financial Experience 1990 - 1995
Job MBA, MSFS, CERTIFIED FINANCIAL PLANNER, CLU, ChFC, President and Founder
Industry Financial Services
Experience
Moneyweave LLC January 2013 - Present
The American College May 2008 - December 2012
Thrivent Financial for Lutherans June 2003 - May 2008
ING Advisors Network May 2001 - December 2002
Ameriprise Financial (Formerly American Express Financial Advisors) 1996 - 2001
Ameriprise Financial 1990 - 1995
E & J Gallo Winery January 1987 - January 1990
Chesebrough-Ponds January 1981 - December 1987
Skills
Financial Services, Public Speaking, Retirement Planning, Fixed Annuities, Strategic Financial..., Leadership, Sales, Mutual Funds, Wealth Management, Management, Strategy, Coaching, Financial Advisory, Strategic Planning, Insurance, Business Planning, Training, Marketing, Business Development, Finance, Investments, Small Business, Estate Planning, Entrepreneurship, Financial Planners, Asset Allocation, Risk Management, Asset Management, Retirement, Personal Finance, Financial Analysis, Investment Advisory, Leadership Development, Portfolio Management, Employee Benefits, Series 7, Life Insurance, Investment Strategies, Long-term Care, Series 63, Wealth, Series 6, Health Insurance, IRAs, Securities, Term Life Insurance, Succession Planning, 401k, Personal Financial..., Consulting
Education
The American College
Master's Degree, Financial Services
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Marketing
University of Washington
Bachelor of Arts (B.A.), Journalism, Scandinavian Studies
College for Financial Planning
Certified Financial Planner, CFP, Financial Planning
The American College 2010 — 2013
Master’s Degree, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Moneyweave LLC January 2013 - Present
The American College May 2008 - December 2012
Thrivent Financial for Lutherans June 2003 - May 2008
ING Advisors Network May 2001 - December 2002
Ameriprise Financial (Formerly American Express Financial Advisors) 1996 - 2001
Ameriprise Financial 1990 - 1995
E & J Gallo Winery January 1987 - January 1990
Chesebrough-Ponds January 1981 - December 1987
Skills
Financial Services, Public Speaking, Retirement Planning, Fixed Annuities, Strategic Financial..., Leadership, Sales, Mutual Funds, Wealth Management, Management, Strategy, Coaching, Financial Advisory, Strategic Planning, Insurance, Business Planning, Training, Marketing, Business Development, Finance, Investments, Small Business, Estate Planning, Entrepreneurship, Financial Planners, Asset Allocation, Risk Management, Asset Management, Retirement, Personal Finance, Financial Analysis, Investment Advisory, Leadership Development, Portfolio Management, Employee Benefits, Series 7, Life Insurance, Investment Strategies, Long-term Care, Series 63, Wealth, Series 6, Health Insurance, IRAs, Securities, Term Life Insurance, Succession Planning, 401k, Personal Financial..., Consulting
Education
The American College
Master's Degree, Financial Services
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Marketing
University of Washington
Bachelor of Arts (B.A.), Journalism, Scandinavian Studies
College for Financial Planning
Certified Financial Planner, CFP, Financial Planning
The American College 2010 — 2013
Master’s Degree, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Lynn Rennewanz Lynn Rennewanz's Ameriprise Financial Experience 2003 - July 2011
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Executive Office
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Family Readiness Group July 2011 - May 2014
Ameriprise Financial Services, Inc. April 2004 - July 2011
Ameriprise Financial 2003 - July 2011
Skills
Marketing, Office Administration, Dependable Team Player, Leadership, Employee Training, Data Entry, Creative Problem Solving, Goal Oriented, Manage Client..., Market Research, Client Liaison, Database Administration, Corporate Communications, Marketing Strategy, Entrepreneurship, Motivation, Customer Service, Telephone Skills, Compliance, Time Management, CRM, Management, Administration, Project Management, Microsoft Office, Training, Research, Office Management, Event Planning, Administrative..., Teamwork, Lotus Notes, Customer Retention, Small Business, Fundraising, Recruiting, Administrative..., Event Management, Project Coordination, Financial Services, Strategy
Education
Columbia College Chicago 1998 — 2002
B.A., Entreprenuership
Ameriprise Financial Services, Inc. June 2014 - Present
Family Readiness Group July 2011 - May 2014
Ameriprise Financial Services, Inc. April 2004 - July 2011
Ameriprise Financial 2003 - July 2011
Skills
Marketing, Office Administration, Dependable Team Player, Leadership, Employee Training, Data Entry, Creative Problem Solving, Goal Oriented, Manage Client..., Market Research, Client Liaison, Database Administration, Corporate Communications, Marketing Strategy, Entrepreneurship, Motivation, Customer Service, Telephone Skills, Compliance, Time Management, CRM, Management, Administration, Project Management, Microsoft Office, Training, Research, Office Management, Event Planning, Administrative..., Teamwork, Lotus Notes, Customer Retention, Small Business, Fundraising, Recruiting, Administrative..., Event Management, Project Coordination, Financial Services, Strategy
Education
Columbia College Chicago 1998 — 2002
B.A., Entreprenuership
Leah Gillen's Ameriprise Financial Experience 2004 - 2005
Job CPA at Sussman & Associates
Industry Accounting
Experience
Sussman & Associates December 2014 - Present
Dodd, Drennan, & Associates May 2007 - October 2014
Ameriprise Financial 2004 - 2005
Skills
Tax, Tax Preparation, Accounting, Financial Analysis, General Ledger, Tax Accounting, Income Tax, Financial Planners, Corporate Tax, QuickBooks, Peachtree, Estate Tax Planning, Multi-state tax returns, Tax Research, Partnership Taxation, Financial Statements, Corporate Tax Planning, International Tax, Financial Planning, Tax Returns, CPA, Finance
Education
Belmont University 2013 — 2014
CFP Certification Course
Tennessee Technological University 2004 — 2007
Business Administration, Accounting
Columbia State Community College 2002 — 2004
Accounting and Business/Management
Central High School 1998 — 2002
Sussman & Associates December 2014 - Present
Dodd, Drennan, & Associates May 2007 - October 2014
Ameriprise Financial 2004 - 2005
Skills
Tax, Tax Preparation, Accounting, Financial Analysis, General Ledger, Tax Accounting, Income Tax, Financial Planners, Corporate Tax, QuickBooks, Peachtree, Estate Tax Planning, Multi-state tax returns, Tax Research, Partnership Taxation, Financial Statements, Corporate Tax Planning, International Tax, Financial Planning, Tax Returns, CPA, Finance
Education
Belmont University 2013 — 2014
CFP Certification Course
Tennessee Technological University 2004 — 2007
Business Administration, Accounting
Columbia State Community College 2002 — 2004
Accounting and Business/Management
Central High School 1998 — 2002
Frank M. Griseta, CRPC Frank M. Griseta, CRPC's Ameriprise Financial Experience August 2004 - January 2007
Job Financial Advisor, The Griseta Group at Focus Financial
Industry Investment Management
Experience
Elk Grove Chamber of Commerce December 2013 - Present
Elk Grove Village Chamber of Commerce June 2011 - Present
Focus Financial / The Griseta Group March 2010 - Present
Elk Grove Chamber of Commerce January 2014 - December 2014
Wells Fargo Advisors, LLC. January 2007 - March 2010
Ameriprise Financial August 2004 - January 2007
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, 401k, Securities, Retirement, Investment Advisory, Risk Management, Financial Advisory, Wealth Management, Long Term Care Insurance, Personal Finance, Mutual Funds, Finance, Small Business, Alternative Investments, IRAs, Investments, Equities, Asset Allocation, Series 7, Disability Insurance, Loans, 401k Rollovers, Portfolio Management, Estate Planning, Training, Financial Planners, Wealth, Financial Services, Financial Goals, Asset Management, Series 63, Insurance, ETFs, FINRA, Uniform Combined State..., Fixed Annuities, Life Insurance, Long-term Care, Asset Managment, Mortgage Lending, Term Life Insurance, Variable Annuities, Wealth Accumulation, Private Equity, Financial Markets, Financial Analysis, Credit, Series 24
Education
College of DuPage 1989 — 1991
Elk Grove Chamber of Commerce December 2013 - Present
Elk Grove Village Chamber of Commerce June 2011 - Present
Focus Financial / The Griseta Group March 2010 - Present
Elk Grove Chamber of Commerce January 2014 - December 2014
Wells Fargo Advisors, LLC. January 2007 - March 2010
Ameriprise Financial August 2004 - January 2007
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, 401k, Securities, Retirement, Investment Advisory, Risk Management, Financial Advisory, Wealth Management, Long Term Care Insurance, Personal Finance, Mutual Funds, Finance, Small Business, Alternative Investments, IRAs, Investments, Equities, Asset Allocation, Series 7, Disability Insurance, Loans, 401k Rollovers, Portfolio Management, Estate Planning, Training, Financial Planners, Wealth, Financial Services, Financial Goals, Asset Management, Series 63, Insurance, ETFs, FINRA, Uniform Combined State..., Fixed Annuities, Life Insurance, Long-term Care, Asset Managment, Mortgage Lending, Term Life Insurance, Variable Annuities, Wealth Accumulation, Private Equity, Financial Markets, Financial Analysis, Credit, Series 24
Education
College of DuPage 1989 — 1991
John Tao, MBA, CRPC® John Tao, MBA, CRPC®'s Ameriprise Financial Experience February 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2002 - Present
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Armstrong University 1979 — 1981
Master of Business Administration (MBA), Finance and Financial Management Services
Ameriprise Financial February 2002 - Present
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Armstrong University 1979 — 1981
Master of Business Administration (MBA), Finance and Financial Management Services
Keith Reardon Keith Reardon's Ameriprise Financial Experience September 2005 - February 2009
Job Commonwealth Consulting Group, CoFounder
Industry Financial Services
Experience
Commonwealth Consulting Group, LLC June 2009 - Present
Ameriprise Financial September 2005 - February 2009
Leominster High School May 2004 - June 2005
Skills
E-commerce, Loyalty Programs, ACH, EFT, Gift Cards, Retail, Small Business, Non-profits, Electronic Funds..., Payment Card Processing, Mobile Payments, Management Consulting, Credit Cards, Electronic Payments, Payments, Nonprofits, Credit, Payment Systems, Mobile Commerce, Finance, Strategic Partnerships, Executive Management, Start-ups, Product Development, Funding, Customer Acquisition, Entrepreneurship
Education
College of the Holy Cross 2000 — 2004
BA, Chemistry
Commonwealth Consulting Group, LLC June 2009 - Present
Ameriprise Financial September 2005 - February 2009
Leominster High School May 2004 - June 2005
Skills
E-commerce, Loyalty Programs, ACH, EFT, Gift Cards, Retail, Small Business, Non-profits, Electronic Funds..., Payment Card Processing, Mobile Payments, Management Consulting, Credit Cards, Electronic Payments, Payments, Nonprofits, Credit, Payment Systems, Mobile Commerce, Finance, Strategic Partnerships, Executive Management, Start-ups, Product Development, Funding, Customer Acquisition, Entrepreneurship
Education
College of the Holy Cross 2000 — 2004
BA, Chemistry
Mary Beth Sharkey, CFP, CLU, ChFC Mary Beth Sharkey, CFP, CLU, ChFC's Ameriprise Financial Experience 1991 - 2009
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Bryant Park Wealth Advisors,a private wealth advisory practice of Ameriprise Financial Services,Inc 1991 - Present
League of Women Voters Redding CT 2014 - 2015
Ameriprise Financial 1991 - 2009
Ameriprise Financial Advisors 1991 - 2009
Skills
Asset Allocation, Insurance, Financial Advisory, Wealth Management, Series 7, Strategic Financial..., Retirement, Investments, Mutual Funds, Estate Planning, Series 63, Finance, Investment Advisory, Fixed Annuities, 401k, Uniform Combined State...
Education
College for Financial Planning
Fordham University
BA
The American College
Wharton School, University of Pennsylvania
Bryant Park Wealth Advisors,a private wealth advisory practice of Ameriprise Financial Services,Inc 1991 - Present
League of Women Voters Redding CT 2014 - 2015
Ameriprise Financial 1991 - 2009
Ameriprise Financial Advisors 1991 - 2009
Skills
Asset Allocation, Insurance, Financial Advisory, Wealth Management, Series 7, Strategic Financial..., Retirement, Investments, Mutual Funds, Estate Planning, Series 63, Finance, Investment Advisory, Fixed Annuities, 401k, Uniform Combined State...
Education
College for Financial Planning
Fordham University
BA
The American College
Wharton School, University of Pennsylvania
Sylvester Ndhlovu, MBA Sylvester Ndhlovu, MBA's Ameriprise Financial Experience August 2006 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
Regions Hospital October 2011 - Present
Cargill Financial Service Center September 2008 - May 2010
North Dakota State University August 2007 - May 2010
Ameriprise Financial August 2006 - April 2007
Skills
Accounts Receivable, Financial Analysis, Account Reconciliation, Budget Forecasts, Budget Process, Department Budgeting, Capital Budgeting, Budget Setting, Financial Reporting, Financial Modeling, Healthcare Analytics, Forecasting, Variance Analysis, Executive Reporting, Capital Equipment..., Healthcare Industry, Spotfire
Education
North Dakota State University 2007 — 2010
Master, Business Administration; Finance
Concordia College 2002 — 2006
Bachelor of Arts, Economics and Business; Economics
HGIC 1997 — 2002
Regions Hospital October 2011 - Present
Cargill Financial Service Center September 2008 - May 2010
North Dakota State University August 2007 - May 2010
Ameriprise Financial August 2006 - April 2007
Skills
Accounts Receivable, Financial Analysis, Account Reconciliation, Budget Forecasts, Budget Process, Department Budgeting, Capital Budgeting, Budget Setting, Financial Reporting, Financial Modeling, Healthcare Analytics, Forecasting, Variance Analysis, Executive Reporting, Capital Equipment..., Healthcare Industry, Spotfire
Education
North Dakota State University 2007 — 2010
Master, Business Administration; Finance
Concordia College 2002 — 2006
Bachelor of Arts, Economics and Business; Economics
HGIC 1997 — 2002
John E. Nelson John E. Nelson's Ameriprise Financial Experience 1981 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1981 - Present
Ameriprise Financial 1981 - Present
Fidelity Bank May 1969 - August 1981
Education
College for Financial Planning 1986 — 1988
CFP, Financial Planning
Mount Wachusett Community College 1966 — 1968
Associates, Business
Ameriprise Financial Services, Inc. August 1981 - Present
Ameriprise Financial 1981 - Present
Fidelity Bank May 1969 - August 1981
Education
College for Financial Planning 1986 — 1988
CFP, Financial Planning
Mount Wachusett Community College 1966 — 1968
Associates, Business
Ruth Kersten Ruth Kersten's Ameriprise Financial Experience May 1989 - Present
Job Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 1989 - Present
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 63, Mutual Funds, Financial Planning, Insurance, Financial Advisory, Finance
Education
College for Financial Planning 1986 — 1988
CFP, Financial Planning
Ameriprise Financial May 1989 - Present
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 63, Mutual Funds, Financial Planning, Insurance, Financial Advisory, Finance
Education
College for Financial Planning 1986 — 1988
CFP, Financial Planning
Kyrsten Braun's Ameriprise Financial Experience June 2005 - August 2013
Job Marketing Communications Manager at Bremer Bank
Industry Marketing and Advertising
Experience
Bremer Bank July 2015 - Present
HID Global November 2013 - January 2015
Ameriprise Financial June 2005 - August 2013
Travelers November 2000 - June 2005
Clark Consulting (compensation and benefit consulting company) September 1999 - November 2000
Conseco (insurance and lending institution) June 1992 - September 1999
Skills
Digital, Marketing Communications, Social Media, Writing, Editorial, Proofreading, Copy Editing, Copywriting, Graphic Design, Editorial Calendars, PowerPoint, QuarkXPress, Adobe Acrobat, Adobe Creative Suite, Microsoft Word, Inventor, Xcel, Spreadsheets, Budget Monitoring, Collateral Materials..., Branding & Identity, Publications, Newsletters, E-newsletter, E-newsletter Design, Content Management, Web Content, Content Managed Websites, Website Creation, AP Style, Style Guides, Series 7, Communication, Strategic Communications, Communication Skills, Visual Communication, Company Brochures, Content Strategy, Strategy, Magazines, Marketing, Internal Communications, Marketing Strategy, Integrated Marketing
Education
Concordia College 1984 — 1988
Bachelor of Arts, Communications; Spanish (minor)
Brown Institute 1987 — 1987
Certificate, Broadcasting
Bremer Bank July 2015 - Present
HID Global November 2013 - January 2015
Ameriprise Financial June 2005 - August 2013
Travelers November 2000 - June 2005
Clark Consulting (compensation and benefit consulting company) September 1999 - November 2000
Conseco (insurance and lending institution) June 1992 - September 1999
Skills
Digital, Marketing Communications, Social Media, Writing, Editorial, Proofreading, Copy Editing, Copywriting, Graphic Design, Editorial Calendars, PowerPoint, QuarkXPress, Adobe Acrobat, Adobe Creative Suite, Microsoft Word, Inventor, Xcel, Spreadsheets, Budget Monitoring, Collateral Materials..., Branding & Identity, Publications, Newsletters, E-newsletter, E-newsletter Design, Content Management, Web Content, Content Managed Websites, Website Creation, AP Style, Style Guides, Series 7, Communication, Strategic Communications, Communication Skills, Visual Communication, Company Brochures, Content Strategy, Strategy, Magazines, Marketing, Internal Communications, Marketing Strategy, Integrated Marketing
Education
Concordia College 1984 — 1988
Bachelor of Arts, Communications; Spanish (minor)
Brown Institute 1987 — 1987
Certificate, Broadcasting
Sean V. Owen, PhD, CFP®, CRPC®, APMA®'s Ameriprise Financial Experience December 2003 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial December 2003 - Present
Education
College for Financial Planning 2012 — 2012
APMA®, Accredited Portfolio Management Advisor
Kaplan Schweser 2011 — 2012
CFP®, Certified Financial Planner
College for Financial Planning 2008 — 2008
CRPC®, Chartered Reitrement Planning Counselor
University of Southampton 2001 — 2003
Ph.D., Musicology
King's College London 2000 — 2001
M.Mus., Historical Musicology
New England Conservatory of Music 1997 — 2000
M.M., Musicology
New England Conservatory of Music 1997 — 2000
M.M., Classical Guitar Performance
Cornish College of the Arts 1993 — 1997
B.M., Classical Guitar Performance
Ameriprise Financial December 2003 - Present
Education
College for Financial Planning 2012 — 2012
APMA®, Accredited Portfolio Management Advisor
Kaplan Schweser 2011 — 2012
CFP®, Certified Financial Planner
College for Financial Planning 2008 — 2008
CRPC®, Chartered Reitrement Planning Counselor
University of Southampton 2001 — 2003
Ph.D., Musicology
King's College London 2000 — 2001
M.Mus., Historical Musicology
New England Conservatory of Music 1997 — 2000
M.M., Musicology
New England Conservatory of Music 1997 — 2000
M.M., Classical Guitar Performance
Cornish College of the Arts 1993 — 1997
B.M., Classical Guitar Performance
Leah CoCo Leah CoCo's Ameriprise Financial Experience April 2007 - August 2013
Job Interim Manager Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2013 - January 2015
Ameriprise Financial April 2007 - August 2013
Northwestern Mutual Financial Network September 2004 - April 2007
Putnam Investments April 1996 - September 2002
First Federal Savings Bank of Boston/Family Bank February 1992 - April 1996
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Southern New Hampshire University
BA, Business Administration
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2013 - January 2015
Ameriprise Financial April 2007 - August 2013
Northwestern Mutual Financial Network September 2004 - April 2007
Putnam Investments April 1996 - September 2002
First Federal Savings Bank of Boston/Family Bank February 1992 - April 1996
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Southern New Hampshire University
BA, Business Administration
Cate DeLaRosa's Ameriprise Financial Experience December 2004 - Present
Job Founder and CEO at HRCoach
Industry Financial Services
Experience
HRCoach February 2011 - Present
Ameriprise Financial December 2004 - Present
BDLR Group, Inc. December 2004 - Present
Ameriprise 2003 - Present
NCS Pearson 2000 - 2005
Pearson Technology 1999 - 2004
Select Comfort 1996 - 1998
Skills
Strategic Financial..., Financial Advisory, Series 7, Process Improvement, Organizational..., HRIS, Retirement Planning, Project Management, Retirement, Human Resources, Finance, Employee Benefits, 401k, Financial Planning, Wealth Management
Education
College of Saint Benedict 1987 — 1991
Psychology, Finance
HRCoach February 2011 - Present
Ameriprise Financial December 2004 - Present
BDLR Group, Inc. December 2004 - Present
Ameriprise 2003 - Present
NCS Pearson 2000 - 2005
Pearson Technology 1999 - 2004
Select Comfort 1996 - 1998
Skills
Strategic Financial..., Financial Advisory, Series 7, Process Improvement, Organizational..., HRIS, Retirement Planning, Project Management, Retirement, Human Resources, Finance, Employee Benefits, 401k, Financial Planning, Wealth Management
Education
College of Saint Benedict 1987 — 1991
Psychology, Finance
Matthew S. Brown, CRPC Matthew S. Brown, CRPC's Ameriprise Financial Experience April 2009 - Present
Job Chartered Retirement Planning Counselor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Merrill Lynch January 1999 - March 2009
Merrill Lynch June 1995 - December 1998
Education
College for Financial Planning
Milford High School
Ameriprise Financial April 2009 - Present
Merrill Lynch January 1999 - March 2009
Merrill Lynch June 1995 - December 1998
Education
College for Financial Planning
Milford High School
Mark Hopler, CFP®, CRPC®'s Ameriprise Financial Experience March 2009 - July 2013
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Amerprise Financial August 2013 - July 2015
Ameriprise Financial March 2009 - July 2013
Ameriprise Financial March 2008 - March 2009
Ameriprise Financial Advisors February 2002 - March 2008
Skills
Retirement Savings, Retirement Income..., Financial Planning, Wealth Management, 401k, Insurance, Investments, Training, Financial Goals, Series 7, Asset Allocation, Financial Advisory, Disability Insurance, Wealth Management..., 401k Rollovers, Variable Annuities, Certified Financial..., Uniform Combined State..., Retirement, Retirement Planning, Strategic Financial..., Finance, Mutual Funds, Financial Services, Investment Advisory, Estate Planning
Education
College for Financial Planning 2004 — 2008
CRPC & CFP, Finance
University of Massachusetts Lowell 1998 — 2002
Bachelors, Marketing, Information Systems
Ameriprise Financial Services, Inc. August 2015 - Present
Amerprise Financial August 2013 - July 2015
Ameriprise Financial March 2009 - July 2013
Ameriprise Financial March 2008 - March 2009
Ameriprise Financial Advisors February 2002 - March 2008
Skills
Retirement Savings, Retirement Income..., Financial Planning, Wealth Management, 401k, Insurance, Investments, Training, Financial Goals, Series 7, Asset Allocation, Financial Advisory, Disability Insurance, Wealth Management..., 401k Rollovers, Variable Annuities, Certified Financial..., Uniform Combined State..., Retirement, Retirement Planning, Strategic Financial..., Finance, Mutual Funds, Financial Services, Investment Advisory, Estate Planning
Education
College for Financial Planning 2004 — 2008
CRPC & CFP, Finance
University of Massachusetts Lowell 1998 — 2002
Bachelors, Marketing, Information Systems
Justin Hewins, CFP®, CRPC® Justin Hewins, CFP®, CRPC®'s Ameriprise Financial Experience 2005 - 2010
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Copper Beech Financial Group, LLC April 2010 - Present
Ameriprise Financial 2005 - 2010
Ameriprise Financial 2007 - 2009
Skills
Stocks
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Philadelphia University
Finance
The American College
Certified Financial Planner
Copper Beech Financial Group, LLC April 2010 - Present
Ameriprise Financial 2005 - 2010
Ameriprise Financial 2007 - 2009
Skills
Stocks
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Philadelphia University
Finance
The American College
Certified Financial Planner
Jeff Benson, CLTC Jeff Benson, CLTC's Ameriprise Financial Experience January 2009 - December 2010
Job Financial Planner at The Prudential Insurance Company of America, Newark, NJ
Industry Financial Services
Experience
The Prudential Insurance Company of America, Newark, NJ December 2010 - Present
Ameriprise Financial January 2009 - December 2010
Merck/Schering-Plough Pharmaceuticals July 2004 - July 2008
Schering-Plough July 2000 - June 2004
Schwarz Pharma February 1999 - July 2000
Boyer Trucks 1992 - 1999
Education
Concordia College 1989 — 1991
BA, Business Administration
North Dakota State University 1987 — 1989
Fargo South 1984 — 1987
The Prudential Insurance Company of America, Newark, NJ December 2010 - Present
Ameriprise Financial January 2009 - December 2010
Merck/Schering-Plough Pharmaceuticals July 2004 - July 2008
Schering-Plough July 2000 - June 2004
Schwarz Pharma February 1999 - July 2000
Boyer Trucks 1992 - 1999
Education
Concordia College 1989 — 1991
BA, Business Administration
North Dakota State University 1987 — 1989
Fargo South 1984 — 1987
Guilette Douvier Guilette Douvier's Ameriprise Financial Experience 1996 - 2006
Job Tier 3 Support at Minnesota State Colleges and Universities
Industry Information Technology and Services
Experience
Minnesota State Colleges and Universities November 2008 - Present
Tastefully Simple September 2006 - April 2008
Ameriprise Financial 1996 - 2006
American Express 1996 - 2006
Skills
Process Improvement, Vendor Management, ITIL, Change Management, Business Analysis, Program Management, Team Leadership, Software Documentation, Call Center, Project Management, SharePoint, Team Building, Visio, Leadership, Business Process..., IT Service Management, Strategic Planning, Incident Management, Coaching, Requirements Gathering, Training, Service Management, IT Strategy, Customer Service, Requirements Analysis, Cross-functional Team..., Management, IT Management, Six Sigma, Operations Management, Troubleshooting, Analysis, Financial Services, Project Planning, Technical Writing, Service Delivery, Service Desk, Consulting, Outsourcing, PMP, Disaster Recovery, Call Centers, SDLC
Education
College of Saint Benedict 1984 — 1988
Saint John's University 1984 — 1988
BA, Education
Grey Eagle High School 1980 — 1984
Minnesota State Colleges and Universities November 2008 - Present
Tastefully Simple September 2006 - April 2008
Ameriprise Financial 1996 - 2006
American Express 1996 - 2006
Skills
Process Improvement, Vendor Management, ITIL, Change Management, Business Analysis, Program Management, Team Leadership, Software Documentation, Call Center, Project Management, SharePoint, Team Building, Visio, Leadership, Business Process..., IT Service Management, Strategic Planning, Incident Management, Coaching, Requirements Gathering, Training, Service Management, IT Strategy, Customer Service, Requirements Analysis, Cross-functional Team..., Management, IT Management, Six Sigma, Operations Management, Troubleshooting, Analysis, Financial Services, Project Planning, Technical Writing, Service Delivery, Service Desk, Consulting, Outsourcing, PMP, Disaster Recovery, Call Centers, SDLC
Education
College of Saint Benedict 1984 — 1988
Saint John's University 1984 — 1988
BA, Education
Grey Eagle High School 1980 — 1984
John Whiteknight, CFP, CLU, ChFC John Whiteknight, CFP, CLU, ChFC's Ameriprise Financial Experience 2007 - 2010
Job Sales Manager, Wealth Accumulation at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
Richard Bergstrom Richard Bergstrom's Ameriprise Financial Experience September 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2005 - Present
Florida State University June 2000 - August 2005
Education
College for Financial Planning 2013 — 2013
CRPC, Retirement Planning
Florida State University - College of Business 2003 — 2004
B.S., Real Estate
Florida State University - College of Business 1998 — 2000
B.S., Accounting/Finance
Ameriprise Financial September 2005 - Present
Florida State University June 2000 - August 2005
Education
College for Financial Planning 2013 — 2013
CRPC, Retirement Planning
Florida State University - College of Business 2003 — 2004
B.S., Real Estate
Florida State University - College of Business 1998 — 2000
B.S., Accounting/Finance
Geoff Oprandy, CFP®, ChFC®, CLU® Geoff Oprandy, CFP®, ChFC®, CLU®'s Ameriprise Financial Experience August 2004 - March 2009
Job Senior Vice President
Industry Financial Services
Experience
SagePoint Financial September 2010 - Present
YourCEONow June 2009 - Present
Ameriprise Financial August 2004 - March 2009
American Express Financial Advisors October 1999 - August 2004
IDS - American Express October 1993 - October 1999
Education
Stockton University
Business, Finance and Economics
College for Financial Planning
CFP®, Financial Planning
The American College
ChFC® & CLU®, Financial Planning & Insurance
SagePoint Financial September 2010 - Present
YourCEONow June 2009 - Present
Ameriprise Financial August 2004 - March 2009
American Express Financial Advisors October 1999 - August 2004
IDS - American Express October 1993 - October 1999
Education
Stockton University
Business, Finance and Economics
College for Financial Planning
CFP®, Financial Planning
The American College
ChFC® & CLU®, Financial Planning & Insurance
Laura Rislund's Ameriprise Financial Experience 2008 - 2009
Job Marketing Management Leader
Industry Financial Services
Experience
Landscape Structures 2011 - Present
Hollstadt & Associates 2010 - 2011
Ameriprise Financial 2008 - 2009
Ameriprise Financial 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express Retirement Services 2002 - 2004
Skills
Marketing Communications, Project Management, Program Management..., Marketing Strategy, Marketing Management, Email Marketing, MS Project, Project Planning, Relationship Management, Communication, Program Implementation, Leadership, Thought Leadership, Cross-functional Team..., Budgets, Analysis, Business Planning, Strategic Planning, Social Media Marketing, Social Networking, Business Development, Strategy, Program Management, Sales Management, Building Relationships, Teamwork, Franchise Consulting, B2B2C, Loyalty Marketing, Integrated Marketing, Internal Communications, Public Relations, B2B, Lead Generation, Sales, Coaching
Education
Concordia College 1996 — 1999
BA, Business and Communications - emphasis in Advertising/Public Relations
University of St. Thomas
Mini Masters of Project Management
Landscape Structures 2011 - Present
Hollstadt & Associates 2010 - 2011
Ameriprise Financial 2008 - 2009
Ameriprise Financial 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express Retirement Services 2002 - 2004
Skills
Marketing Communications, Project Management, Program Management..., Marketing Strategy, Marketing Management, Email Marketing, MS Project, Project Planning, Relationship Management, Communication, Program Implementation, Leadership, Thought Leadership, Cross-functional Team..., Budgets, Analysis, Business Planning, Strategic Planning, Social Media Marketing, Social Networking, Business Development, Strategy, Program Management, Sales Management, Building Relationships, Teamwork, Franchise Consulting, B2B2C, Loyalty Marketing, Integrated Marketing, Internal Communications, Public Relations, B2B, Lead Generation, Sales, Coaching
Education
Concordia College 1996 — 1999
BA, Business and Communications - emphasis in Advertising/Public Relations
University of St. Thomas
Mini Masters of Project Management
Marcy Keckler, CFP®'s Ameriprise Financial Experience October 2006 - February 2011
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Division of Indian Work September 2007 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial October 2006 - February 2011
Ameriprise Financial January 2006 - October 2006
Ameriprise Financial August 2005 - January 2006
Ameriprise Financial May 2004 - August 2005
American Express Financial Advisors January 2002 - May 2004
American Express Financial Advisors January 2000 - January 2002
American Express Financial Advisors September 1996 - November 1998
Skills
Financial Advisory, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Series 63, Retirement, Mutual Funds, Estate Planning, Relationship Management, Asset Allocation, Finance, Securities, Investment Advisory, Investments, Trusted Business Partner, Business Excellence
Education
Georgetown University 1987 — 1991
BA
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor
Ameriprise Financial Services, Inc. February 2013 - Present
Division of Indian Work September 2007 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial October 2006 - February 2011
Ameriprise Financial January 2006 - October 2006
Ameriprise Financial August 2005 - January 2006
Ameriprise Financial May 2004 - August 2005
American Express Financial Advisors January 2002 - May 2004
American Express Financial Advisors January 2000 - January 2002
American Express Financial Advisors September 1996 - November 1998
Skills
Financial Advisory, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Series 63, Retirement, Mutual Funds, Estate Planning, Relationship Management, Asset Allocation, Finance, Securities, Investment Advisory, Investments, Trusted Business Partner, Business Excellence
Education
Georgetown University 1987 — 1991
BA
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor
Martin Cole, CFP, ChFC, CLU, AAMS Martin Cole, CFP, ChFC, CLU, AAMS's Ameriprise Financial Experience January 2002 - July 2005
Job President, Cole Wealth Management, LLC
Industry Financial Services
Experience
Cole Wealth Management, LLC July 2005 - Present
Ameriprise Financial January 2002 - July 2005
Ameriprise Financial January 1999 - January 2002
Ameriprise Financial January 1995 - December 1999
Ameriprise Financial January 1993 - December 1994
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Allocation, Insurance, Securities, Investments, Financial Goals, Retirement, Fixed Annuities, Asset Managment, Saving for Education, Investment Strategies, Brokerage, Property & Casualty..., Series 7, Bonds, Mutual Funds, Disability Insurance, Financial Planners, IRAs, 401k, Asset Management, Financial Planning
Education
The American College 2008 — 2014
Master of Science (MS), Financial Services
College for Financial Planning 2007 — 2007
AAMS, Accredited Asset Management Specialist
The American College 2004 — 2004
CLU, Chartered Life Underwriter
The American College 2000 — 2000
ChFC, Chartered Financial Consultant
College for Financial Planning 1997 — 1997
CFP, Certified Financial Planner
Saint Vincent College 1987 — 1991
BS, Business Management
Cole Wealth Management, LLC July 2005 - Present
Ameriprise Financial January 2002 - July 2005
Ameriprise Financial January 1999 - January 2002
Ameriprise Financial January 1995 - December 1999
Ameriprise Financial January 1993 - December 1994
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Allocation, Insurance, Securities, Investments, Financial Goals, Retirement, Fixed Annuities, Asset Managment, Saving for Education, Investment Strategies, Brokerage, Property & Casualty..., Series 7, Bonds, Mutual Funds, Disability Insurance, Financial Planners, IRAs, 401k, Asset Management, Financial Planning
Education
The American College 2008 — 2014
Master of Science (MS), Financial Services
College for Financial Planning 2007 — 2007
AAMS, Accredited Asset Management Specialist
The American College 2004 — 2004
CLU, Chartered Life Underwriter
The American College 2000 — 2000
ChFC, Chartered Financial Consultant
College for Financial Planning 1997 — 1997
CFP, Certified Financial Planner
Saint Vincent College 1987 — 1991
BS, Business Management
Dita Merritt,CFP® Dita Merritt,CFP®'s Ameriprise Financial Experience December 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
Ameriprise Financial August 2002 - December 2010
Primerica Financial Services April 2002 - July 2002
American Express Financial Advisors August 2001 - April 2002
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner, Financial Planning
University of Denver - Daniels College of Business 1998 — 2001
BSBA, Finance/marketing
Ameriprise Financial December 2010 - Present
Ameriprise Financial August 2002 - December 2010
Primerica Financial Services April 2002 - July 2002
American Express Financial Advisors August 2001 - April 2002
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner, Financial Planning
University of Denver - Daniels College of Business 1998 — 2001
BSBA, Finance/marketing
Caroline A. Gaffney, CFP ® Caroline A. Gaffney, CFP ®'s Ameriprise Financial Experience 2003 - 2008
Job CEO & Chief Investment Officer at Atwater Wealth Management
Industry Investment Management
Experience
Atwater Wealth Management 2015 - Present
Atwater Wealth Management July 2008 - Present
Ameriprise Financial 2003 - 2008
Investors Bank & Trust Co. July 2001 - December 2003
Education
College of the Holy Cross 1990 — 1994
B.A., Economics
Atwater Wealth Management 2015 - Present
Atwater Wealth Management July 2008 - Present
Ameriprise Financial 2003 - 2008
Investors Bank & Trust Co. July 2001 - December 2003
Education
College of the Holy Cross 1990 — 1994
B.A., Economics
David Lohff, CFP(R) CRPC(R)'s Ameriprise Financial Experience January 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2008 - Present
Various Baptist Churches 1993 - 2007
Education
College for Financial Planning 2009 — 2010
CFP, CRPC, Financial planning
Southern Baptist Theological Seminary 1990 — 1993
Master of Divnity, Higher Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Fine Arts, Theatre Management
Naperville Central High School 1979 — 1983
Ameriprise Financial January 2008 - Present
Various Baptist Churches 1993 - 2007
Education
College for Financial Planning 2009 — 2010
CFP, CRPC, Financial planning
Southern Baptist Theological Seminary 1990 — 1993
Master of Divnity, Higher Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Fine Arts, Theatre Management
Naperville Central High School 1979 — 1983
John Brandon Darin John Brandon Darin's Ameriprise Financial Experience July 2011 - August 2011
Job iOS / Django Engineer at Slader
Industry Computer Software
Experience
Slader June 2015 - Present
Bank of America July 2013 - May 2015
BNP Paribas June 2012 - August 2012
Ameriprise Financial July 2011 - August 2011
DD172 / BluRoc Records May 2010 - August 2010
Fortune Magazine February 2009 - May 2009
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.) in Financial Economics with a Concentration in Computer Science
Regis High School 2005 — 2009
Slader June 2015 - Present
Bank of America July 2013 - May 2015
BNP Paribas June 2012 - August 2012
Ameriprise Financial July 2011 - August 2011
DD172 / BluRoc Records May 2010 - August 2010
Fortune Magazine February 2009 - May 2009
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.) in Financial Economics with a Concentration in Computer Science
Regis High School 2005 — 2009
Aaron Swartz, CFP®, CRPC® Aaron Swartz, CFP®, CRPC®'s Ameriprise Financial Experience September 2002 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 2002 - Present
Blaine/Ham Lake Rotary Club July 2012 - July 2013
US Bank September 2000 - May 2002
Education
Concordia College 1998 — 2002
B.A., Economics, History and Political Science
Minnewaska High School 1996 — 1998
Ameriprise Financial September 2002 - Present
Blaine/Ham Lake Rotary Club July 2012 - July 2013
US Bank September 2000 - May 2002
Education
Concordia College 1998 — 2002
B.A., Economics, History and Political Science
Minnewaska High School 1996 — 1998
Jerry Muldoon, CFP®, CRPC® Jerry Muldoon, CFP®, CRPC®'s Ameriprise Financial Experience September 2005 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial September 2005 - Present
Signature Management May 2004 - August 2005
Education
College for Financial Planning 2008 — 2011
Chartered Retirment Planning Counselor®, CFP Program
DePaul University 2010 — 2010
Certificate Program in Financial Planning, Financial Planning
Western Illinois University 2000 — 2004
Bachelor of Business, Finance
Ameriprise Financial September 2005 - Present
Signature Management May 2004 - August 2005
Education
College for Financial Planning 2008 — 2011
Chartered Retirment Planning Counselor®, CFP Program
DePaul University 2010 — 2010
Certificate Program in Financial Planning, Financial Planning
Western Illinois University 2000 — 2004
Bachelor of Business, Finance
Marsha Vaughan's Ameriprise Financial Experience April 1999 - March 2000
Job .
Industry Financial Services
Experience
Scott & Stringfellow December 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2012
Merrill Lynch August 2006 - December 2010
Banc of America Investments April 2000 - August 2006
Ameriprise Financial April 1999 - March 2000
Skills
Wealth Management, Investments, Insurance, Finance, Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Loans, Fixed Income, Financial Advisory, Strategic Financial..., Sales, Alternative Investments, Public Relations
Education
College of Charleston 1994 — 1998
BA, Corporate Communication
Scott & Stringfellow December 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2012
Merrill Lynch August 2006 - December 2010
Banc of America Investments April 2000 - August 2006
Ameriprise Financial April 1999 - March 2000
Skills
Wealth Management, Investments, Insurance, Finance, Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Loans, Fixed Income, Financial Advisory, Strategic Financial..., Sales, Alternative Investments, Public Relations
Education
College of Charleston 1994 — 1998
BA, Corporate Communication
Jonathan Welch's Ameriprise Financial Experience October 2007 - August 2011
Job Senior Business Analyst at Faegre Baker Daniels LLP
Industry Information Technology and Services
Experience
Faegre Baker Daniels LLP April 2014 - Present
Robert Half Technology May 2012 - April 2014
OptumInsight August 2011 - January 2012
Ameriprise Financial October 2007 - August 2011
Humana (Formerly KMG America) January 2006 - October 2007
Skills
Marketing Operations, Business Requirements, Requirements Analysis, AgilePoint, Agile Methodologies, Business Analysis, Business Process Design, Business Process..., Cognos, Dashboards, Process Improvement, SDLC, Unica, User Acceptance Testing, Visio, Business Process..., Requirements Gathering, Consulting, Leadership, Cross-functional Team...
Education
Concordia College 2001 — 2005
Maple Grove Senior High
Faegre Baker Daniels LLP April 2014 - Present
Robert Half Technology May 2012 - April 2014
OptumInsight August 2011 - January 2012
Ameriprise Financial October 2007 - August 2011
Humana (Formerly KMG America) January 2006 - October 2007
Skills
Marketing Operations, Business Requirements, Requirements Analysis, AgilePoint, Agile Methodologies, Business Analysis, Business Process Design, Business Process..., Cognos, Dashboards, Process Improvement, SDLC, Unica, User Acceptance Testing, Visio, Business Process..., Requirements Gathering, Consulting, Leadership, Cross-functional Team...
Education
Concordia College 2001 — 2005
Maple Grove Senior High
Steven Paskal, MBA, CDFA, CPA Steven Paskal, MBA, CDFA, CPA's Ameriprise Financial Experience December 2012 - Present
Job Financial Advisor at Ameriprise Financial ,Certified Divorce Financial Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2012 - Present
Skills
Investments, Retirement Planning, Financial Planning, Finance, Retirement, Portfolio Management, Insurance, Series 7, Financial Services, Mutual Funds, Wealth Management
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Fordham University
Master of Business Administration (MBA), Finance, General
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2012 - Present
Skills
Investments, Retirement Planning, Financial Planning, Finance, Retirement, Portfolio Management, Insurance, Series 7, Financial Services, Mutual Funds, Wealth Management
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Fordham University
Master of Business Administration (MBA), Finance, General
Deanna Wong, CFP® Deanna Wong, CFP®'s Ameriprise Financial Experience July 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial July 1997 - Present
Women's Funding Alliance 1999 - 2012
Leadership Tomorrow September 2010 - June 2011
Independent 1994 - 1997
Education
Leadership Tomorrow Class of 2010 2009 — 2010
Leadership Development
College for Financial Planning 2000 — 2003
CFP, Financial Planning
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Accounting and Finance
Ameriprise Financial July 1997 - Present
Women's Funding Alliance 1999 - 2012
Leadership Tomorrow September 2010 - June 2011
Independent 1994 - 1997
Education
Leadership Tomorrow Class of 2010 2009 — 2010
Leadership Development
College for Financial Planning 2000 — 2003
CFP, Financial Planning
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Accounting and Finance
Qi Fu 傅麒 Qi Fu 傅麒's Ameriprise Financial Experience 2004 - 2005
Job VP Quant Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2013 - Present
Andrew Kalotay Associates May 2007 - August 2011
Ameriprise Financial 2004 - 2005
Skills
Cold Calling, Sales Presentations, Writing, Marketing Strategy, New Business Development, Product Management, MBS, Mortgage, Interest Rate Risk..., Fixed Income, Interest Rate..., Model Validation, Market Risk, Quantitative Analysis, Matlab, VBA
Education
Columbia University in the City of New York 2011 — 2013
MS, Operations Research
Polytechnic University 2006 — 2008
MS, Mathematics
University of Wisconsin-Madison 2000 — 2004
BS, Political Science / Economics
Montgomery Blair High School 1996 — 2000
Credit Suisse September 2013 - Present
Andrew Kalotay Associates May 2007 - August 2011
Ameriprise Financial 2004 - 2005
Skills
Cold Calling, Sales Presentations, Writing, Marketing Strategy, New Business Development, Product Management, MBS, Mortgage, Interest Rate Risk..., Fixed Income, Interest Rate..., Model Validation, Market Risk, Quantitative Analysis, Matlab, VBA
Education
Columbia University in the City of New York 2011 — 2013
MS, Operations Research
Polytechnic University 2006 — 2008
MS, Mathematics
University of Wisconsin-Madison 2000 — 2004
BS, Political Science / Economics
Montgomery Blair High School 1996 — 2000
Mansoor Yousaf's Ameriprise Financial Experience November 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 1997 - Present
Education
Colorado State University
Finance
JIS
Ameriprise Financial November 1997 - Present
Education
Colorado State University
Finance
JIS
Marty Ghiringhelli, CFP®, CLTC, MBA's Ameriprise Financial Experience December 2010 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
Ameriprise Financial March 2009 - November 2010
Ameriprise Financial November 2006 - March 2009
Guardian Investor Services January 2005 - November 2006
Putnam Investments October 2001 - May 2005
Education
College for Financial Planning 2008 — 2010
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Finance
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance, Economics
Ameriprise Financial December 2010 - Present
Ameriprise Financial March 2009 - November 2010
Ameriprise Financial November 2006 - March 2009
Guardian Investor Services January 2005 - November 2006
Putnam Investments October 2001 - May 2005
Education
College for Financial Planning 2008 — 2010
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Finance
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance, Economics
Steve Fox (CRPC) Steve Fox (CRPC)'s Ameriprise Financial Experience 2010 - 2012
Job General Manager/Senior Vice President Business Development Financial Advisor for Heritage Wealth Advisors
Industry Financial Services
Experience
Heritage Wealth Advisors - Ameriprise Financial Services Inc.) July 2013 - Present
Ameriprise Financial 2010 - 2012
BankCard Services Worldwide 2009 - 2010
Ameriprise Financial Services, Inc. -- Wings Financial 2006 - 2009
Ameriprise Financial Services, Inc. 2003 - 2006
American Express Financial Advisors 1999 - 2003
Skills
Coaching, Strategy, Leadership, Program Management, Marketing, Relationship Management, Retirement Planning, Financial Services, Investments, Cross-functional Team..., Management, Training, Business Development, Mergers & Acquisitions, Change Management, Sales, Trusted Business Partner
Education
Concordia College 1976 — 1979
Bachelor of Arts (B.A.), Major - Business Administration and Management Second Major - Communications / Public Relations
Concordia College 1975 — 1979
Business Administration, Communications, Business
College for Financial Planning
CRPC
Heritage Wealth Advisors - Ameriprise Financial Services Inc.) July 2013 - Present
Ameriprise Financial 2010 - 2012
BankCard Services Worldwide 2009 - 2010
Ameriprise Financial Services, Inc. -- Wings Financial 2006 - 2009
Ameriprise Financial Services, Inc. 2003 - 2006
American Express Financial Advisors 1999 - 2003
Skills
Coaching, Strategy, Leadership, Program Management, Marketing, Relationship Management, Retirement Planning, Financial Services, Investments, Cross-functional Team..., Management, Training, Business Development, Mergers & Acquisitions, Change Management, Sales, Trusted Business Partner
Education
Concordia College 1976 — 1979
Bachelor of Arts (B.A.), Major - Business Administration and Management Second Major - Communications / Public Relations
Concordia College 1975 — 1979
Business Administration, Communications, Business
College for Financial Planning
CRPC
Brian Panfil Brian Panfil's Ameriprise Financial Experience May 2003 - March 2006
Job Vice President of Investments at Paulson Investment Company
Industry Investment Management
Experience
Paulson Investment Company LLC August 2015 - Present
ISC Group, Inc. Securities offered through Institutional Securities Corporation, Member FINRA/SIPC. March 2015 - June 2015
Caldwell International Securities,FINRA/SIPC/NFA/MSRB, Clearing through Southwest Securities March 2006 - September 2013
Ameriprise Financial May 2003 - March 2006
American Century Investments October 2000 - April 2003
Skills
Wealth Management, Strategic Financial..., Securities, Series 63, Retirement Planning, Hedge Funds, Estate Planning, Finance, Derivatives, Managed Futures, Series 7, Investment Strategies, Alternative Investments, Commodity, Investments, Mutual Funds, Bonds, Equities, Investment Banking, Options, Asset Allocation, CO, OH, Fixed Income, Series 6, Portfolio Management, Asset Management, Retirement, Financial Services, Investment Advisory, Strategic Planning, Financial Advisory, Financial Analysis, Risk Management
Education
Colorado State University 1995 — 2000
B.A, Economics
Paulson Investment Company LLC August 2015 - Present
ISC Group, Inc. Securities offered through Institutional Securities Corporation, Member FINRA/SIPC. March 2015 - June 2015
Caldwell International Securities,FINRA/SIPC/NFA/MSRB, Clearing through Southwest Securities March 2006 - September 2013
Ameriprise Financial May 2003 - March 2006
American Century Investments October 2000 - April 2003
Skills
Wealth Management, Strategic Financial..., Securities, Series 63, Retirement Planning, Hedge Funds, Estate Planning, Finance, Derivatives, Managed Futures, Series 7, Investment Strategies, Alternative Investments, Commodity, Investments, Mutual Funds, Bonds, Equities, Investment Banking, Options, Asset Allocation, CO, OH, Fixed Income, Series 6, Portfolio Management, Asset Management, Retirement, Financial Services, Investment Advisory, Strategic Planning, Financial Advisory, Financial Analysis, Risk Management
Education
Colorado State University 1995 — 2000
B.A, Economics
Jon Goldstein MS,CFP,ChFC,CLU,APMA,AWMA Jon Goldstein MS,CFP,ChFC,CLU,APMA,AWMA's Ameriprise Financial Experience March 1998 - Present
Job Private Wealth Advisor at Ameriprise Financial, Named in Barron's® Top 1200 Advisors for 2015
Industry Financial Services
Experience
Ameriprise Financial March 1998 - Present
University of Wisconsin - Madison January 2004 - January 2013
Education
University of California, Berkeley, Haas School of Business 2010 — 2012
Accounting
University of Pennsylvania - The Wharton School
Finance
University of Wisconsin-Madison 1991 — 1995
BS, Natural Sciences - Honors
University of Wisconsin-Madison 1999 — 2005
MS Thesis Option, Zoology
University of Wisconsin-Madison 1995 — 1999
MS Certification Option, (IES) Resource and Developmental Economics
The American College
CFP®, ChFC®, CLU®
College for Financial Planning
Master of Science in Personal Financial Planning (MSPFS) APMA®, CRPC®, CRPS®, AMWA®, MPAS®
Ameriprise Financial March 1998 - Present
University of Wisconsin - Madison January 2004 - January 2013
Education
University of California, Berkeley, Haas School of Business 2010 — 2012
Accounting
University of Pennsylvania - The Wharton School
Finance
University of Wisconsin-Madison 1991 — 1995
BS, Natural Sciences - Honors
University of Wisconsin-Madison 1999 — 2005
MS Thesis Option, Zoology
University of Wisconsin-Madison 1995 — 1999
MS Certification Option, (IES) Resource and Developmental Economics
The American College
CFP®, ChFC®, CLU®
College for Financial Planning
Master of Science in Personal Financial Planning (MSPFS) APMA®, CRPC®, CRPS®, AMWA®, MPAS®
Doug Burklund Doug Burklund's Ameriprise Financial Experience August 2007 - June 2009
Job Technition at Barnes & Noble
Industry Retail
Experience
Elite Line Services September 2010 - Present
Ameriprise Financial August 2007 - June 2009
Blaine Equipment January 2004 - August 2007
Blaine Equimpent April 2006 - August 2006
Skills
Microsoft Office, Troubleshooting, Airlines, PowerPoint, Customer Service, Purchasing, Project Planning, Microsoft Excel, Process Scheduler, Outlook, Team Leadership, Inventory Management, Microsoft Word, Customer Satisfaction
Education
University of Nevada Las Vegas Lee Business School 2007 — 2009
B.S.B.A., Finance
College of Southern Nevada 2003 — 2007
B.A., Business
John Deere University 2005 — 2006
Level 1 Mechanics Certification, Mechanics
Elite Line Services September 2010 - Present
Ameriprise Financial August 2007 - June 2009
Blaine Equipment January 2004 - August 2007
Blaine Equimpent April 2006 - August 2006
Skills
Microsoft Office, Troubleshooting, Airlines, PowerPoint, Customer Service, Purchasing, Project Planning, Microsoft Excel, Process Scheduler, Outlook, Team Leadership, Inventory Management, Microsoft Word, Customer Satisfaction
Education
University of Nevada Las Vegas Lee Business School 2007 — 2009
B.S.B.A., Finance
College of Southern Nevada 2003 — 2007
B.A., Business
John Deere University 2005 — 2006
Level 1 Mechanics Certification, Mechanics
William Phelps William Phelps's Ameriprise Financial Experience October 2009 - November 2010
Job Registered Operations Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2015
Ameriprise Financial October 2009 - November 2010
H&R Block Financial Advisors February 2007 - October 2009
Skills
Series 7, CRPC, Financial Planning, Investments, Trading, Insurance, Mutual Funds, Securities, Financial Advisory, Retirement, Retirement Planning, Retirement Income..., Estate Planning, Wealth Management, Asset, Portfolio Management, Investment Advisory, Asset Management, Annuities, Saving for Education, 401k, Long Term Care, Asset Allocation, Strategic Financial..., Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 63, Series 65, Series 24, FINRA, Long-term Care, Finance, Variable Annuities
Education
College for Financial Planning 2011 — 2012
B
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2015
Ameriprise Financial October 2009 - November 2010
H&R Block Financial Advisors February 2007 - October 2009
Skills
Series 7, CRPC, Financial Planning, Investments, Trading, Insurance, Mutual Funds, Securities, Financial Advisory, Retirement, Retirement Planning, Retirement Income..., Estate Planning, Wealth Management, Asset, Portfolio Management, Investment Advisory, Asset Management, Annuities, Saving for Education, 401k, Long Term Care, Asset Allocation, Strategic Financial..., Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 63, Series 65, Series 24, FINRA, Long-term Care, Finance, Variable Annuities
Education
College for Financial Planning 2011 — 2012
B
Mark Jacobson, CFP®, MBA's Ameriprise Financial Experience May 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 1996 - Present
Sigma Tau Pharmaceuticals 1992 - 1995
Fuji Bank, Ltd. 1989 - 1992
Mitsubishi International Corporation 1984 - 1987
AGIP USA 1980 - 1984
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance, International Business
Queens College 1983 — 1985
M.A., Italian Literature
Stony Brook University 1973 — 1978
B.A., Italian
Ameriprise Financial May 1996 - Present
Sigma Tau Pharmaceuticals 1992 - 1995
Fuji Bank, Ltd. 1989 - 1992
Mitsubishi International Corporation 1984 - 1987
AGIP USA 1980 - 1984
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance, International Business
Queens College 1983 — 1985
M.A., Italian Literature
Stony Brook University 1973 — 1978
B.A., Italian
Dustin Corrente Dustin Corrente's Ameriprise Financial Experience May 2007 - September 2012
Job Managing Director Mid Atlantic Financial Group, The Prudential Insurance Company of America
Industry Financial Services
Experience
Prudential Financial September 2012 - Present
Ameriprise Financial May 2007 - September 2012
Ameriprise Financial May 2007 - September 2012
Ameriprise Financial August 2002 - September 2012
Ameriprise Financial July 2004 - May 2007
Skills
Leadership Development, Financial Goals, Financial Advisory, Insurance, Series 7, Securities, Fixed Annuities, Recruiting, Finance, Leadership, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Retirement
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance
College for Financial Planning
CRPC®
The American College
CFP® Certificant - 2006
Prudential Financial September 2012 - Present
Ameriprise Financial May 2007 - September 2012
Ameriprise Financial May 2007 - September 2012
Ameriprise Financial August 2002 - September 2012
Ameriprise Financial July 2004 - May 2007
Skills
Leadership Development, Financial Goals, Financial Advisory, Insurance, Series 7, Securities, Fixed Annuities, Recruiting, Finance, Leadership, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Retirement
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance
College for Financial Planning
CRPC®
The American College
CFP® Certificant - 2006
Keith Glackin Keith Glackin's Ameriprise Financial Experience June 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 1999 - Present
Ameriprise Financial Services, Inc. 1999 - 2011
Timber Talkers 2009 - 2009
Thriftway Stores, Portland OR 1987 - 1999
Education
The American College 2001 — 2002
LUTC Fellow, Financial Planning
College for Financial Planning 2000 — 2001
CRPC, Financial Planning
Astoria High School 1971 — 1974
High school diploma
Ameriprise Financial June 1999 - Present
Ameriprise Financial Services, Inc. 1999 - 2011
Timber Talkers 2009 - 2009
Thriftway Stores, Portland OR 1987 - 1999
Education
The American College 2001 — 2002
LUTC Fellow, Financial Planning
College for Financial Planning 2000 — 2001
CRPC, Financial Planning
Astoria High School 1971 — 1974
High school diploma
Gail (McCarthy) Turluck's Ameriprise Financial Experience May 2004 - February 2009
Job President at Connective Marketing
Industry Public Relations and Communications
Experience
Connective Marketing February 2010 - Present
National Weather Service March 2007 - Present
Send Out Cards February 2010 - Present
GLM Enterprises September 1986 - Present
Comfort Keepers September 2010 - June 2011
MassMutual Financial Group March 2009 - February 2010
Ameriprise Financial May 2004 - February 2009
Chelsea Standard August 2002 - December 2003
Midwest Collegiate Sailing Association 1997 - 2002
QSP, Inc., a subsidiary of The Reader's Digest Association, Inc. August 1999 - November 2001
Skills
Consulting, Project Planning, Small Business, Marketing, Marketing Strategy, Social Media, Public Speaking, Advertising, Fundraising, Online Advertising, Event Planning, Social Media Marketing, Strategic Planning, Marketing Communications, Team Building, Coaching, Customer Service, Sales, Newsletters, Account Management, Entrepreneurship, Management, Leadership, Training, Strategy, New Business Development, CRM, Social Networking, Nonprofits, Sailing, Yacht Racing, Editing, Online Marketing, Sales Management, Networking, Time Management, Program Management, Budgets, Start-ups, Public Relations, SEO, Event Management, Email Marketing, Publishing, Lead Generation, Facebook, Direct Marketing, Trade Shows, Media Relations, Blogging
Education
Eastern Michigan University 1993 — 1998
Bachelor of Science, Written Communications
University of Wisconsin-Madison 1974 — 1977
Journalism, English
Washtenaw Community College 1989 — 1991
English, Business
Columbia College Chicago 1979 — 1980
Journalism
Connective Marketing February 2010 - Present
National Weather Service March 2007 - Present
Send Out Cards February 2010 - Present
GLM Enterprises September 1986 - Present
Comfort Keepers September 2010 - June 2011
MassMutual Financial Group March 2009 - February 2010
Ameriprise Financial May 2004 - February 2009
Chelsea Standard August 2002 - December 2003
Midwest Collegiate Sailing Association 1997 - 2002
QSP, Inc., a subsidiary of The Reader's Digest Association, Inc. August 1999 - November 2001
Skills
Consulting, Project Planning, Small Business, Marketing, Marketing Strategy, Social Media, Public Speaking, Advertising, Fundraising, Online Advertising, Event Planning, Social Media Marketing, Strategic Planning, Marketing Communications, Team Building, Coaching, Customer Service, Sales, Newsletters, Account Management, Entrepreneurship, Management, Leadership, Training, Strategy, New Business Development, CRM, Social Networking, Nonprofits, Sailing, Yacht Racing, Editing, Online Marketing, Sales Management, Networking, Time Management, Program Management, Budgets, Start-ups, Public Relations, SEO, Event Management, Email Marketing, Publishing, Lead Generation, Facebook, Direct Marketing, Trade Shows, Media Relations, Blogging
Education
Eastern Michigan University 1993 — 1998
Bachelor of Science, Written Communications
University of Wisconsin-Madison 1974 — 1977
Journalism, English
Washtenaw Community College 1989 — 1991
English, Business
Columbia College Chicago 1979 — 1980
Journalism
Jordan Lillian, CRPC®'s Ameriprise Financial Experience December 2007 - August 2011
Job Business Services Liaison at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management March 2015 - Present
Eagle Asset Management November 2012 - March 2015
Raymond James August 2011 - November 2012
Ameriprise Financial December 2007 - August 2011
RiffRaff Culinary Services October 2004 - October 2006
Aston Gardens October 2002 - June 2004
Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Fixed Income, Strategic Financial..., Alternative Investments, Investment Management, CRPC, Compliance, FINRA, Advertising, Social Media, Adobe Acrobat, Thompson One, Morningstar, Series 7, Series 24, FactSet, Portfolio Management, Microsoft Excel, Asset Management, Financial Planning, Uniform Combined State..., Estate Planning, Finance, Investment Strategies, Marketing, Securities
Education
CFA Institute 2013 — 2016
Level 2 Candidate - Chartered Financial Analyst
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
Florida State University 2003 — 2007
BA, Applied Economics
Eagle Asset Management March 2015 - Present
Eagle Asset Management November 2012 - March 2015
Raymond James August 2011 - November 2012
Ameriprise Financial December 2007 - August 2011
RiffRaff Culinary Services October 2004 - October 2006
Aston Gardens October 2002 - June 2004
Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Fixed Income, Strategic Financial..., Alternative Investments, Investment Management, CRPC, Compliance, FINRA, Advertising, Social Media, Adobe Acrobat, Thompson One, Morningstar, Series 7, Series 24, FactSet, Portfolio Management, Microsoft Excel, Asset Management, Financial Planning, Uniform Combined State..., Estate Planning, Finance, Investment Strategies, Marketing, Securities
Education
CFA Institute 2013 — 2016
Level 2 Candidate - Chartered Financial Analyst
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
Florida State University 2003 — 2007
BA, Applied Economics
Robert Mullett, CFP's Ameriprise Financial Experience October 1983 - April 1993
Job RVP at National Life
Industry Financial Services
Experience
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
Dana Husemoen Dana Husemoen's Ameriprise Financial Experience August 2001 - December 2010
Job Senior Project Manager, Consumer and Customer Experience UnitedHealth Group
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial Services, Inc. May 2011 - December 2012
Ameriprise Financial August 2001 - December 2010
American Express Financial Advisors January 2000 - August 2001
American Express Financial Advisors April 1997 - December 1999
American Express Financial Advisors January 1990 - April 1997
Skills
Strategic Planning, Sales Enablement, Program Management, Leadership, Project Management, Management, Team Leadership, Training, Cross-functional Team..., Sales Operations, Process Improvement, Vendor Management, Change Management, Business Process..., Salesforce.com, Strategy, Strategic Financial..., Insurance, Marketing, Account Management, Consulting
Education
University of Saint Thomas - School of Business 1990 — 2009
MBC, Business Communications
Concordia College 1985 — 1989
BA, Mass Media Communications & English Writing
Ameriprise Financial Services, Inc. May 2011 - December 2012
Ameriprise Financial August 2001 - December 2010
American Express Financial Advisors January 2000 - August 2001
American Express Financial Advisors April 1997 - December 1999
American Express Financial Advisors January 1990 - April 1997
Skills
Strategic Planning, Sales Enablement, Program Management, Leadership, Project Management, Management, Team Leadership, Training, Cross-functional Team..., Sales Operations, Process Improvement, Vendor Management, Change Management, Business Process..., Salesforce.com, Strategy, Strategic Financial..., Insurance, Marketing, Account Management, Consulting
Education
University of Saint Thomas - School of Business 1990 — 2009
MBC, Business Communications
Concordia College 1985 — 1989
BA, Mass Media Communications & English Writing
Nicholas Fish, CFP, MSFP, CMFC Nicholas Fish, CFP, MSFP, CMFC's Ameriprise Financial Experience April 2002 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2002 - Present
Education
College for Financial Planning 2008 — 2009
Master of Science, Financial Planning
West Chester University of Pennsylvania 1989 — 1993
Business Management
"The" Eastern HS
Ameriprise Financial April 2002 - Present
Education
College for Financial Planning 2008 — 2009
Master of Science, Financial Planning
West Chester University of Pennsylvania 1989 — 1993
Business Management
"The" Eastern HS
Rhonda H Browning Rhonda H Browning's Ameriprise Financial Experience March 2000 - Present
Job Financial Advisor, Certified Financial Planner (tm) practitioner
Industry Financial Services
Experience
Ameriprise Financial March 2000 - Present
H&R Block Tax Preparation January 1992 - April 2000
Education
College for Financial Planning 1990 — 1992
Masters in Personal Financial Planning, Financial planning; investments; estate planning
Creighton University 1970 — 1974
BSBA, Accounting
Ameriprise Financial March 2000 - Present
H&R Block Tax Preparation January 1992 - April 2000
Education
College for Financial Planning 1990 — 1992
Masters in Personal Financial Planning, Financial planning; investments; estate planning
Creighton University 1970 — 1974
BSBA, Accounting
Rocco Laudadio MBA, CRPC Rocco Laudadio MBA, CRPC's Ameriprise Financial Experience April 2009 - Present
Job Manager, Franchise Recruiting and Engagement at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial April 2007 - 2008
Cadmus Communications 2006 - 2007
RR Donnelley 1989 - 1997
Skills
Series 7, MBA Finance, Business Planning, Recruiting, Financial Advisory, Strategic Financial..., Leadership, Retirement Planning, Wealth Management, Mutual Funds, Sales, Training, Marketing, Finance
Education
New York University, Stern School of Business 1983 — 1987
MBA, Finance
Columbia University in the City of New York 1978 — 1982
Bachelor of Science, Electrical Enginerring
Ameriprise Financial April 2009 - Present
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial April 2007 - 2008
Cadmus Communications 2006 - 2007
RR Donnelley 1989 - 1997
Skills
Series 7, MBA Finance, Business Planning, Recruiting, Financial Advisory, Strategic Financial..., Leadership, Retirement Planning, Wealth Management, Mutual Funds, Sales, Training, Marketing, Finance
Education
New York University, Stern School of Business 1983 — 1987
MBA, Finance
Columbia University in the City of New York 1978 — 1982
Bachelor of Science, Electrical Enginerring
Deb Gussert Deb Gussert's Ameriprise Financial Experience June 1992 - September 2006
Job Director, Financial Planning
Industry Financial Services
Experience
Thrivent Financial for Lutherans November 2006 - Present
Ameriprise Financial June 1992 - September 2006
Skills
Retirement Planning, Strategic Financial..., Saving for Education, Budgets, Retirement, Series 7, Wealth Management, Estate Planning, Asset Allocation, Financial Advisory, Fixed Annuities, Investment Advisory, Uniform Combined State..., Investments, Series 63, 401k, Investment Strategies, IRAs, 401k Rollovers, Financial Planners, Wealth Accumulation, Personal Financial..., Mutual Funds, Financial Goals, Financial Planning
Education
The American College 2001 — 2001
ChFC
College for Financial Planning 1997 — 2000
CFP, Financial Planning
University of Wisconsin-La Crosse 1988 — 1992
BS, Business, Accounting
Thrivent Financial for Lutherans November 2006 - Present
Ameriprise Financial June 1992 - September 2006
Skills
Retirement Planning, Strategic Financial..., Saving for Education, Budgets, Retirement, Series 7, Wealth Management, Estate Planning, Asset Allocation, Financial Advisory, Fixed Annuities, Investment Advisory, Uniform Combined State..., Investments, Series 63, 401k, Investment Strategies, IRAs, 401k Rollovers, Financial Planners, Wealth Accumulation, Personal Financial..., Mutual Funds, Financial Goals, Financial Planning
Education
The American College 2001 — 2001
ChFC
College for Financial Planning 1997 — 2000
CFP, Financial Planning
University of Wisconsin-La Crosse 1988 — 1992
BS, Business, Accounting
Leonard Robinson Leonard Robinson's Ameriprise Financial Experience September 1989 - Present
Job Certified Financial Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1989 - Present
Skills
Income Protection, Underwriting, Municipal Bonds, Investment Banking, Investment Advisory..., Business Analysis, Cash Management, High Net Worth..., Bonds, Disability Insurance, Fundraising, Investments, Marketing, Retirement, Retirement Planning, Saving for Education, Small Business, Series 7, Strategic Financial..., Wealth Management
Education
Colorado State University
BS, Accounting, Theatre
Ameriprise Financial September 1989 - Present
Skills
Income Protection, Underwriting, Municipal Bonds, Investment Banking, Investment Advisory..., Business Analysis, Cash Management, High Net Worth..., Bonds, Disability Insurance, Fundraising, Investments, Marketing, Retirement, Retirement Planning, Saving for Education, Small Business, Series 7, Strategic Financial..., Wealth Management
Education
Colorado State University
BS, Accounting, Theatre
Doug Duke, Jr. CRPC® Doug Duke, Jr. CRPC®'s Ameriprise Financial Experience January 2003 - January 2012
Job Investment Adviser Representative at Community Wealth Management/Pinnacle Trust
Industry Financial Services
Experience
ING Financial Partners March 2012 - Present
Ameriprise Financial January 2003 - January 2012
Financial Strategies Group, Inc. January 2001 - December 2002
Skills
Estate Planning, Investment Advisory, Investments, Retirement Planning, Strategic Planning, Management, Insurance, Leadership, Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Wealth Management, Financial Planning, Life Insurance
Education
University of Mississippi 1987 — 1991
Bachelor's degree, Public Administration
College for Financial Planning
Georgia State University
Post Baccalaureate Business Classes
ING Financial Partners March 2012 - Present
Ameriprise Financial January 2003 - January 2012
Financial Strategies Group, Inc. January 2001 - December 2002
Skills
Estate Planning, Investment Advisory, Investments, Retirement Planning, Strategic Planning, Management, Insurance, Leadership, Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Wealth Management, Financial Planning, Life Insurance
Education
University of Mississippi 1987 — 1991
Bachelor's degree, Public Administration
College for Financial Planning
Georgia State University
Post Baccalaureate Business Classes
Wesley E Mullins Wesley E Mullins's Ameriprise Financial Experience August 1993 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1993 - Present
Education
College for Financial Planning 2001 — 2002
CRPC, Retirement Planning
The American College 1999 — 2000
ChFC, CLU, Finance
Florida State University 1987 — 1990
Bachelor of Science, Political Science
Ameriprise Financial August 1993 - Present
Education
College for Financial Planning 2001 — 2002
CRPC, Retirement Planning
The American College 1999 — 2000
ChFC, CLU, Finance
Florida State University 1987 — 1990
Bachelor of Science, Political Science
Michael Anderson, CRPC's Ameriprise Financial Experience 2004 - 2008
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2008 - Present
Ameriprise Financial 2004 - 2008
Skills
Series 7, Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Management, 401k, Portfolio Management, Financial Analysis, Loans, Asset Allocation, Banking, Strategic Financial..., Mutual Funds, Series 63, Investment Advisory, Finance, Retirement, Securities
Education
College for Financial Planning
Chartered Retirement Planning Counselor
University of South Carolina - The Moore School of Business
Bachelor of Science, Finance
Morgan Stanley Wealth Management February 2008 - Present
Ameriprise Financial 2004 - 2008
Skills
Series 7, Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Management, 401k, Portfolio Management, Financial Analysis, Loans, Asset Allocation, Banking, Strategic Financial..., Mutual Funds, Series 63, Investment Advisory, Finance, Retirement, Securities
Education
College for Financial Planning
Chartered Retirement Planning Counselor
University of South Carolina - The Moore School of Business
Bachelor of Science, Finance
Trisha Weiler Trisha Weiler's Ameriprise Financial Experience October 2013 - Present
Job Senior Manager Compensation Administration at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2013 - Present
Ameriprise Financial May 2010 - September 2013
Ameriprise Financial December 2006 - May 2010
Allianz September 2005 - December 2006
Skills
Leadership, Service Delivery, Coaching, Customer Service, Process Improvement, Cross-functional Team..., Microsoft Office, Call Centers, Operations Management, Performance Management, Team Management, Teamwork, Business Requirements, Financial Services, Business Process..., Vendor Management, Organizational...
Education
College of St. Benedict 2000 — 2004
Bachelor of Arts (BA), Business Administration and Management, General
Ameriprise Financial October 2013 - Present
Ameriprise Financial May 2010 - September 2013
Ameriprise Financial December 2006 - May 2010
Allianz September 2005 - December 2006
Skills
Leadership, Service Delivery, Coaching, Customer Service, Process Improvement, Cross-functional Team..., Microsoft Office, Call Centers, Operations Management, Performance Management, Team Management, Teamwork, Business Requirements, Financial Services, Business Process..., Vendor Management, Organizational...
Education
College of St. Benedict 2000 — 2004
Bachelor of Arts (BA), Business Administration and Management, General
Wendy Huang Wendy Huang's Ameriprise Financial Experience June 2010 - August 2010
Job Director of International Division at GuardHill Financial Corp
Industry Higher Education
Experience
Guardhill Financial Corporation May 2012 - Present
EliteCircle Consulting June 2011 - December 2012
Asian-Pacific American Business Summit February 2010 - July 2011
Ashir Group December 2010 - January 2011
Ameriprise Financial June 2010 - August 2010
Skills
R, Stata, Economics, Statistics, Data Analysis, Matlab, Microsoft Excel, Mandarin, Research, Microsoft Office, PowerPoint, Financial Modeling, VBA, SAS, Microsoft Word
Education
Columbia University in the City of New York 2011 — 2013
Master’s Degree
Macalester College 2007 — 2011
BA, Economics and Applied Mathematics & Statistics
Guardhill Financial Corporation May 2012 - Present
EliteCircle Consulting June 2011 - December 2012
Asian-Pacific American Business Summit February 2010 - July 2011
Ashir Group December 2010 - January 2011
Ameriprise Financial June 2010 - August 2010
Skills
R, Stata, Economics, Statistics, Data Analysis, Matlab, Microsoft Excel, Mandarin, Research, Microsoft Office, PowerPoint, Financial Modeling, VBA, SAS, Microsoft Word
Education
Columbia University in the City of New York 2011 — 2013
Master’s Degree
Macalester College 2007 — 2011
BA, Economics and Applied Mathematics & Statistics
Meghan Casey Meghan Casey's Ameriprise Financial Experience June 2004 - June 2008
Job Content with a purpose
Industry Writing and Editing
Experience
Brain Traffic May 2014 - Present
The Nerdery August 2012 - May 2014
The Nerdery August 2012 - January 2014
Brain Traffic 2008 - August 2012
Juvenile Diabetes Research Foundation 2007 - 2009
Ameriprise Financial June 2004 - June 2008
Oppenheimer Wolff & Donnelly 2003 - 2004
Weber Shandwick 1998 - 2002
Planned Parenthood of Minnesota/South Dakota 1995 - 1997
Skills
Content Strategy, Content Development, Copywriting, Web Content, Web Content Management, Marketing Communications, Copy Editing, Media Relations, Strategic Communications, Press Releases, Crisis Communications, Email Marketing, Reputation Management, Internal Communications, Editing, Corporate Communications, Content Writing, Public Relations, Social Media
Education
Hamline University 1997 — 2001
MA, Public Administration/Nonprofit Management
Concordia College 1991 — 1995
Bachelor's degree, Writing
Brain Traffic May 2014 - Present
The Nerdery August 2012 - May 2014
The Nerdery August 2012 - January 2014
Brain Traffic 2008 - August 2012
Juvenile Diabetes Research Foundation 2007 - 2009
Ameriprise Financial June 2004 - June 2008
Oppenheimer Wolff & Donnelly 2003 - 2004
Weber Shandwick 1998 - 2002
Planned Parenthood of Minnesota/South Dakota 1995 - 1997
Skills
Content Strategy, Content Development, Copywriting, Web Content, Web Content Management, Marketing Communications, Copy Editing, Media Relations, Strategic Communications, Press Releases, Crisis Communications, Email Marketing, Reputation Management, Internal Communications, Editing, Corporate Communications, Content Writing, Public Relations, Social Media
Education
Hamline University 1997 — 2001
MA, Public Administration/Nonprofit Management
Concordia College 1991 — 1995
Bachelor's degree, Writing
Kevin Schwarm's Ameriprise Financial Experience August 2009 - June 2011
Job Quality Design Manager at Citi
Industry Information Technology and Services
Experience
Citi April 2012 - Present
University Center of Lake County July 2010 - June 2012
Independent Contractor June 2011 - April 2012
Consulting April 2011 - March 2012
Ameriprise Financial August 2009 - June 2011
Consulting June 2010 - March 2011
MainStreet Libertyville February 2010 - February 2011
Allstate Insurance January 2007 - July 2009
Allstate Insurance January 2004 - December 2006
Allstate Insurance December 2000 - December 2003
Skills
Requirements Analysis, Troubleshooting, Word, Writing, Windows, Wordpress, Analysis, Business Analysis, Blogging, Customer Service, Change Management, Documentation, Data Analysis, Excel, Editing, Education, Hardware, Health, Internet, ITIL, Journalism, Kaizen, Lotus Notes, Program Management, Non-profits, Microsoft Office, Outlook, Software Documentation, Project Planning, Management, Microsoft Word, Microsoft Excel, Marketing, Quality Assurance, Training, Teamwork, Budgets, Leadership, Technical Writing, Networking, Call Centers, Requirements Gathering, Access, SharePoint, Software Development, Time Management, Technical Support, Vendor Management, Six Sigma
Education
MicroTrain 2010 — 2011
IT Management
College of Lake County 1994 — 2001
Microcomputer for Business Certificate, Computers and Technology
University of Wisconsin-Eau Claire
Bachelor of Arts, Liberal Arts
Citi April 2012 - Present
University Center of Lake County July 2010 - June 2012
Independent Contractor June 2011 - April 2012
Consulting April 2011 - March 2012
Ameriprise Financial August 2009 - June 2011
Consulting June 2010 - March 2011
MainStreet Libertyville February 2010 - February 2011
Allstate Insurance January 2007 - July 2009
Allstate Insurance January 2004 - December 2006
Allstate Insurance December 2000 - December 2003
Skills
Requirements Analysis, Troubleshooting, Word, Writing, Windows, Wordpress, Analysis, Business Analysis, Blogging, Customer Service, Change Management, Documentation, Data Analysis, Excel, Editing, Education, Hardware, Health, Internet, ITIL, Journalism, Kaizen, Lotus Notes, Program Management, Non-profits, Microsoft Office, Outlook, Software Documentation, Project Planning, Management, Microsoft Word, Microsoft Excel, Marketing, Quality Assurance, Training, Teamwork, Budgets, Leadership, Technical Writing, Networking, Call Centers, Requirements Gathering, Access, SharePoint, Software Development, Time Management, Technical Support, Vendor Management, Six Sigma
Education
MicroTrain 2010 — 2011
IT Management
College of Lake County 1994 — 2001
Microcomputer for Business Certificate, Computers and Technology
University of Wisconsin-Eau Claire
Bachelor of Arts, Liberal Arts
Katri Balfanz, ChFC®, CDFA™ Katri Balfanz, ChFC®, CDFA™'s Ameriprise Financial Experience June 2001 - July 2008
Job Financial Advisor and Owner of KB Financial
Industry Financial Services
Experience
KB Financial July 2008 - Present
Ameriprise Financial June 2001 - July 2008
Education
College of Saint Benedict 1997 — 2001
BA, Economics
KB Financial July 2008 - Present
Ameriprise Financial June 2001 - July 2008
Education
College of Saint Benedict 1997 — 2001
BA, Economics
T.J. Kenyon, CRPC®, APMA® T.J. Kenyon, CRPC®, APMA®'s Ameriprise Financial Experience 2007 - Present
Job Financial Advisor, Chartered Retirement Planning CounselorSM at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2007 - Present
Skills
Small Business..., Analysis, Asset Allocation, Asset Management, Cash Flow, Disability Insurance, Estate Planning, Financial Advisory, Financial Planners, Fixed Income, Insurance, Investments, Long-term Care, Investment Strategies, Mutual Funds, Pensions, Project Planning, Retirement, Strategic Financial..., Retirement Planning, Tax, Time Management, Valuation, Wealth Management, Wealth Management..., Financial Planning
Education
College for Financial Planning
Accredited Portfolio Management Advisor
College for Financial Planning
Chartered Retirement Planning Counselor
State University of New York College at Potsdam
Business Administration, Finance & Communication
Ameriprise Financial 2007 - Present
Skills
Small Business..., Analysis, Asset Allocation, Asset Management, Cash Flow, Disability Insurance, Estate Planning, Financial Advisory, Financial Planners, Fixed Income, Insurance, Investments, Long-term Care, Investment Strategies, Mutual Funds, Pensions, Project Planning, Retirement, Strategic Financial..., Retirement Planning, Tax, Time Management, Valuation, Wealth Management, Wealth Management..., Financial Planning
Education
College for Financial Planning
Accredited Portfolio Management Advisor
College for Financial Planning
Chartered Retirement Planning Counselor
State University of New York College at Potsdam
Business Administration, Finance & Communication
Anabella James's Ameriprise Financial Experience May 2001 - Present
Job Seligman Investments/Columbia Threadneedle Asset Management
Industry Financial Services
Experience
Ameriprise Financial May 2001 - Present
BroadVision September 2000 - February 2001
Informix Software January 1996 - September 2000
Skills
Administrative..., Expense Management, Travel Arrangements, Office Management, Conference Registration, Meeting Scheduling, Product Management, Product Marketing, Mentoring New Hires, Event Planning, Blogger, Microsoft Office, Lotus Notes, Coordinating Meetings, Product Management..., Event Management
Education
San Jose State University 1993 — 1996
Biology/Biological Sciences, General
College of San Mateo 1991 — 1993
Associate of Science (A.S.)
Ameriprise Financial May 2001 - Present
BroadVision September 2000 - February 2001
Informix Software January 1996 - September 2000
Skills
Administrative..., Expense Management, Travel Arrangements, Office Management, Conference Registration, Meeting Scheduling, Product Management, Product Marketing, Mentoring New Hires, Event Planning, Blogger, Microsoft Office, Lotus Notes, Coordinating Meetings, Product Management..., Event Management
Education
San Jose State University 1993 — 1996
Biology/Biological Sciences, General
College of San Mateo 1991 — 1993
Associate of Science (A.S.)
Brian Pietsch Brian Pietsch's Ameriprise Financial Experience 1989 - Present
Job Senior Vice President Government Affairs and Community Relations
Industry Financial Services
Experience
Ameriprise Financial 1989 - Present
Skills
Community Development, Financial Services, Strategic Communications, Securities, Insurance, Mutual Funds, Strategic Planning, Investments, Strategy, Leadership, Estate Planning, Public Policy, Retirement Planning, Corporate Communications, Nonprofits, Fundraising, Media Relations, Public Relations, Public Speaking, Internal Communications, Government, Marketing Strategy, Political Campaigns, Politics, Series 7, Speech Writing
Education
University of Saint Thomas - School of Business 1992 — 1995
MBA, Business Administration and Management, General
Hamline University School of Law 1990 — 1993
JD, Law
Concordia College 1986 — 1990
BA, Business Administration and Management, General
Ameriprise Financial 1989 - Present
Skills
Community Development, Financial Services, Strategic Communications, Securities, Insurance, Mutual Funds, Strategic Planning, Investments, Strategy, Leadership, Estate Planning, Public Policy, Retirement Planning, Corporate Communications, Nonprofits, Fundraising, Media Relations, Public Relations, Public Speaking, Internal Communications, Government, Marketing Strategy, Political Campaigns, Politics, Series 7, Speech Writing
Education
University of Saint Thomas - School of Business 1992 — 1995
MBA, Business Administration and Management, General
Hamline University School of Law 1990 — 1993
JD, Law
Concordia College 1986 — 1990
BA, Business Administration and Management, General
Terry Ransom, JD, MBA Terry Ransom, JD, MBA's Ameriprise Financial Experience January 2005 - April 2011
Job Financial Consultant / Wealth Advisor with Wilbanks Securities, LLC
Industry Financial Services
Experience
Wilbanks Securities, LLC June 2012 - Present
The Planning Group of Scottsdale, LLC April 2011 - June 2012
Ameriprise Financial January 2005 - April 2011
Bank of America / JP Morgan Chase Bank November 2003 - January 2005
The Federal Reserve Bank - Portland Branch October 1997 - November 2003
Skills
Series 7, Retirement Planning, Uniform Combined State..., Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory, Financial Advisory, Mutual Funds, Long Term Care Insurance, Fixed & Variable..., Licensed Life Insurance..., MBA, JD, Variable Annuities, Long-term Care, Investments, Financial Planners, Portfolio Management, Financial Services, Wealth, Finance, Series 63
Education
College for Financial Planning 2014 — 2015
University of Washington School of Law 1988 — 1991
JD, Juris Doctorate - Business Law
Seattle Pacific University 1985 — 1987
MBA, Business & Finance
Washington State University 1981 — 1985
BA - Business, Business, Finance & Hotel Administration
Wilbanks Securities, LLC June 2012 - Present
The Planning Group of Scottsdale, LLC April 2011 - June 2012
Ameriprise Financial January 2005 - April 2011
Bank of America / JP Morgan Chase Bank November 2003 - January 2005
The Federal Reserve Bank - Portland Branch October 1997 - November 2003
Skills
Series 7, Retirement Planning, Uniform Combined State..., Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory, Financial Advisory, Mutual Funds, Long Term Care Insurance, Fixed & Variable..., Licensed Life Insurance..., MBA, JD, Variable Annuities, Long-term Care, Investments, Financial Planners, Portfolio Management, Financial Services, Wealth, Finance, Series 63
Education
College for Financial Planning 2014 — 2015
University of Washington School of Law 1988 — 1991
JD, Juris Doctorate - Business Law
Seattle Pacific University 1985 — 1987
MBA, Business & Finance
Washington State University 1981 — 1985
BA - Business, Business, Finance & Hotel Administration
Sloan Danenhower's Ameriprise Financial Experience September 2010 - December 2010
Job Manager Private Equity at AlphaSights
Industry Information Services
Experience
AlphaSights March 2014 - Present
Morningstar January 2013 - February 2014
Morningstar July 2011 - December 2012
Colorado College September 2010 - May 2011
Hertz January 2010 - May 2011
Ameriprise Financial September 2010 - December 2010
Chicago Area Gay & Lesbian Chamber of Commerce September 2009 - May 2010
Skills
Business Development, CRM, Management, Leadership, Strategy, Marketing, Sales, Training, Financial Services, Public Speaking, Economics
Education
Colorado College 2007 — 2011
Bachelor of Arts, Economics
Lyme-Old Lyme High School 2003 — 2007
ACM!
AlphaSights March 2014 - Present
Morningstar January 2013 - February 2014
Morningstar July 2011 - December 2012
Colorado College September 2010 - May 2011
Hertz January 2010 - May 2011
Ameriprise Financial September 2010 - December 2010
Chicago Area Gay & Lesbian Chamber of Commerce September 2009 - May 2010
Skills
Business Development, CRM, Management, Leadership, Strategy, Marketing, Sales, Training, Financial Services, Public Speaking, Economics
Education
Colorado College 2007 — 2011
Bachelor of Arts, Economics
Lyme-Old Lyme High School 2003 — 2007
ACM!
David Lobacz, CFP®'s Ameriprise Financial Experience August 1990 - Present
Job Certified Financial Planner, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1990 - Present
Education
College for Financial Planning 1993 — 1995
CFP, CFP Professional Education Program
Olney Central College
Ameriprise Financial August 1990 - Present
Education
College for Financial Planning 1993 — 1995
CFP, CFP Professional Education Program
Olney Central College
Matthew Tipton, CRPC® Matthew Tipton, CRPC®'s Ameriprise Financial Experience October 2010 - December 2012
Job Insurance Wholesaler
Industry Financial Services
Experience
The Prudential Insurance Company of America April 2014 - Present
Tipton Diversifed January 2013 - March 2014
Wells Fargo October 2013 - November 2013
Ameriprise Financial October 2010 - December 2012
Wells Fargo Investments, LLC October 2009 - July 2010
Wells Fargo Investments, LLC December 2006 - September 2009
Northland Inn & Conference Center 1998 - 2001
Skills
Retirement Planning, Sales, Insurance, Estate Planning, Investment Strategies, Investment Analysis, Investments, Wealth Management, Securities, Life Insurance, Asset Allocation, Retirement, Disability Insurance, Mutual Funds, Portfolio Management, Financial Advisory, Asset Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., Financial Modeling, Investment Management, Fixed Income, 401k, Options, Pensions, Stocks, Long-term Care, Long Term Care Insurance, Variable Annuities, IRAs, Finance, 401k Rollovers
Education
College for Financial Planning 2011 — 2011
CHARTERED RETIREMENT PLANNING COUNSELOR AND CRPC®
University of Minnesota Duluth 2000 — 2005
BBA, Finance
The Prudential Insurance Company of America April 2014 - Present
Tipton Diversifed January 2013 - March 2014
Wells Fargo October 2013 - November 2013
Ameriprise Financial October 2010 - December 2012
Wells Fargo Investments, LLC October 2009 - July 2010
Wells Fargo Investments, LLC December 2006 - September 2009
Northland Inn & Conference Center 1998 - 2001
Skills
Retirement Planning, Sales, Insurance, Estate Planning, Investment Strategies, Investment Analysis, Investments, Wealth Management, Securities, Life Insurance, Asset Allocation, Retirement, Disability Insurance, Mutual Funds, Portfolio Management, Financial Advisory, Asset Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., Financial Modeling, Investment Management, Fixed Income, 401k, Options, Pensions, Stocks, Long-term Care, Long Term Care Insurance, Variable Annuities, IRAs, Finance, 401k Rollovers
Education
College for Financial Planning 2011 — 2011
CHARTERED RETIREMENT PLANNING COUNSELOR AND CRPC®
University of Minnesota Duluth 2000 — 2005
BBA, Finance
Sherrie Billington's Ameriprise Financial Experience September 2010 - Present
Job at
Industry Information Technology and Services
Experience
Criterion Executive Search, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Accenture January 2013 - Present
Ameriprise Financial September 2010 - Present
bank of america 2005 - October 2010
Bank of America March 2005 - February 2009
Skills
Active Directory, VPN, Windows Server, Windows 7, WAN, Asset Managment, SDLC, Microsoft Office, DB2, Oracle, SCCM, Windows XP Pro, ORCA, Bomgar, Remote Console, Lync, LOUTS NOTES, SharePoint, DST, Manage Now, Peregrine, Support Center, Maximo, IBM Tivoli, Novell Netware, Lotus Notes, Troubleshooting, Help Desk Support, Visio, Vendor Management, Management, Technical Support, Networking, Security, XP, Disaster Recovery, Software Installation, VMware, Asset Management, ITIL, Windows XP
Education
Community College of Rhode Island
AS, Computer Science
Criterion Executive Search, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Accenture January 2013 - Present
Ameriprise Financial September 2010 - Present
bank of america 2005 - October 2010
Bank of America March 2005 - February 2009
Skills
Active Directory, VPN, Windows Server, Windows 7, WAN, Asset Managment, SDLC, Microsoft Office, DB2, Oracle, SCCM, Windows XP Pro, ORCA, Bomgar, Remote Console, Lync, LOUTS NOTES, SharePoint, DST, Manage Now, Peregrine, Support Center, Maximo, IBM Tivoli, Novell Netware, Lotus Notes, Troubleshooting, Help Desk Support, Visio, Vendor Management, Management, Technical Support, Networking, Security, XP, Disaster Recovery, Software Installation, VMware, Asset Management, ITIL, Windows XP
Education
Community College of Rhode Island
AS, Computer Science
Rebekah Lieto's Ameriprise Financial Experience 2007 - 2008
Job Special Makeup Effects Artist
Industry Entertainment
Experience
Cirque FX September 2011 - Present
The Esquire Staffing Group November 2009 - January 2011
Dearborn Station Management Office 2007 - 2008
Ameriprise Financial 2007 - 2008
Zoom Clean, Inc. 2005 - 2007
Emmett Shirts of London January 2003 - January 2004
Bronson Methodist Hospital 2000 - 2002
Skills
Character Design, Makeup Design, Prosthetic Fabrication, Sculpting, Moldmaking, Fantasy, Gore, Horror, Creature Design, Painting, Illustrator, Photoshop, Special Effects, Special Effects Makeup, Makeup Artistry, Props, Feature Films, Short Films, Independent Film, Oil Painting, Abstract Paintings, Texture Painting, Scenic Painting
Education
Columbia College Chicago 2004 — 2008
Bachelor of Arts (BA), Art and Design
American Intercontinental University of London 2003 - 2004 2003 — 2004
Intercontinental Business
Cirque FX September 2011 - Present
The Esquire Staffing Group November 2009 - January 2011
Dearborn Station Management Office 2007 - 2008
Ameriprise Financial 2007 - 2008
Zoom Clean, Inc. 2005 - 2007
Emmett Shirts of London January 2003 - January 2004
Bronson Methodist Hospital 2000 - 2002
Skills
Character Design, Makeup Design, Prosthetic Fabrication, Sculpting, Moldmaking, Fantasy, Gore, Horror, Creature Design, Painting, Illustrator, Photoshop, Special Effects, Special Effects Makeup, Makeup Artistry, Props, Feature Films, Short Films, Independent Film, Oil Painting, Abstract Paintings, Texture Painting, Scenic Painting
Education
Columbia College Chicago 2004 — 2008
Bachelor of Arts (BA), Art and Design
American Intercontinental University of London 2003 - 2004 2003 — 2004
Intercontinental Business
Erika Perrault's Ameriprise Financial Experience June 2006 - January 2009
Job VP Execution Management, Implementation, and Training at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2009 - January 2014
Ameriprise Financial June 2006 - January 2009
Ameriprise Financial Services, Inc. January 2004 - January 2009
Hallmark Business Connections 1998 - 2003
Skills
Business Development, Financial Services, Series 7, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Finance, Mutual Funds, Business Strategy, Leadership, Retirement, Strategy, Series 24, Investment Advisory, Banking, Management, Asset Allocation, Financial Analysis, Strategic Planning, Series 63, Training, Program Management, Financial Advisory
Education
University of St. Thomas 1993 — 1995
Masters, Business Communications
College of Saint Benedict 1987 — 1991
BS, Economics
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2009 - January 2014
Ameriprise Financial June 2006 - January 2009
Ameriprise Financial Services, Inc. January 2004 - January 2009
Hallmark Business Connections 1998 - 2003
Skills
Business Development, Financial Services, Series 7, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Finance, Mutual Funds, Business Strategy, Leadership, Retirement, Strategy, Series 24, Investment Advisory, Banking, Management, Asset Allocation, Financial Analysis, Strategic Planning, Series 63, Training, Program Management, Financial Advisory
Education
University of St. Thomas 1993 — 1995
Masters, Business Communications
College of Saint Benedict 1987 — 1991
BS, Economics
Melinda Muller's Ameriprise Financial Experience January 2009 - August 2009
Job Senior at EY FSO Advisory Data and Analytics
Industry Financial Services
Experience
EY March 2015 - Present
Moody's Corporation May 2012 - March 2015
Moody's Investors Service November 2010 - May 2012
AXA Equitable February 2010 - December 2010
Ameriprise Financial January 2009 - August 2009
Organisation for Economic Co-operation and Development June 2002 - August 2002
Isaac Morris, Ltd. September 2000 - May 2001
Amigos de las Americas June 1999 - August 1999
Amigos de las Americas June 1998 - August 1998
Skills
Investments, Fixed Income, Financial Modeling, Equities, Derivatives, Financial Analysis, Risk Management, Data Analysis, Microsoft Excel
Education
CFA Institute 2015 — 2015
CFA Level 3 Exam, Pass
Columbia University in the City of New York 2004 — 2008
BA, Economics
EY March 2015 - Present
Moody's Corporation May 2012 - March 2015
Moody's Investors Service November 2010 - May 2012
AXA Equitable February 2010 - December 2010
Ameriprise Financial January 2009 - August 2009
Organisation for Economic Co-operation and Development June 2002 - August 2002
Isaac Morris, Ltd. September 2000 - May 2001
Amigos de las Americas June 1999 - August 1999
Amigos de las Americas June 1998 - August 1998
Skills
Investments, Fixed Income, Financial Modeling, Equities, Derivatives, Financial Analysis, Risk Management, Data Analysis, Microsoft Excel
Education
CFA Institute 2015 — 2015
CFA Level 3 Exam, Pass
Columbia University in the City of New York 2004 — 2008
BA, Economics
Rita Juul's Ameriprise Financial Experience 2004 - 2009
Job VP Cash Management & Payment Services at Klein Bank
Industry Financial Services
Experience
Klein Bank July 2014 - Present
Project Consulting Group 2012 - 2014
Bremer Bank 2009 - 2011
Ameriprise Financial 2004 - 2009
MasterCard 1999 - 2003
Metris 1999 - 2002
U.S. Bank Corp 1989 - 1999
PIllsbury 1983 - 1988
Skills
Marketing Strategy, Marketing, Product Marketing, Product Development, Product Management, Product Launch, Change Management, Leading Change, Business Strategy, Cross-functional Team..., Collaborative Problem..., Problem Solving, Solution Implementation, Building Relationships, Strategic Planning, Business Planning, Project Planning, Project Management, Consumer Insight, Customer Experience, Competitive Analysis, Market Analysis, Business Process..., Process Improvement, Vendor Management, Program Management, Business Analysis, New Product Roll Out, Project Portfolio..., P&L Responsibility, Management, E-commerce, Mergers & Acquisitions, Enterprise Software, Segmentation, Portfolio Management, Business Development, Management Consulting, Financial Services, Analytics, Online Marketing, Business Intelligence, Risk Management, Start-ups, Marketing Management, Executive Management, IT Strategy, Consulting, Business Transformation, Thought Leadership
Education
College of St. Benedict
Glencoe High School
Minnesota State University, Mankato
B.S., Biology, Food & Nutrition Sciences
University of Saint Thomas
MBA
Klein Bank July 2014 - Present
Project Consulting Group 2012 - 2014
Bremer Bank 2009 - 2011
Ameriprise Financial 2004 - 2009
MasterCard 1999 - 2003
Metris 1999 - 2002
U.S. Bank Corp 1989 - 1999
PIllsbury 1983 - 1988
Skills
Marketing Strategy, Marketing, Product Marketing, Product Development, Product Management, Product Launch, Change Management, Leading Change, Business Strategy, Cross-functional Team..., Collaborative Problem..., Problem Solving, Solution Implementation, Building Relationships, Strategic Planning, Business Planning, Project Planning, Project Management, Consumer Insight, Customer Experience, Competitive Analysis, Market Analysis, Business Process..., Process Improvement, Vendor Management, Program Management, Business Analysis, New Product Roll Out, Project Portfolio..., P&L Responsibility, Management, E-commerce, Mergers & Acquisitions, Enterprise Software, Segmentation, Portfolio Management, Business Development, Management Consulting, Financial Services, Analytics, Online Marketing, Business Intelligence, Risk Management, Start-ups, Marketing Management, Executive Management, IT Strategy, Consulting, Business Transformation, Thought Leadership
Education
College of St. Benedict
Glencoe High School
Minnesota State University, Mankato
B.S., Biology, Food & Nutrition Sciences
University of Saint Thomas
MBA
Matthew R. Martin, CPPM's Ameriprise Financial Experience 2008 - 2010
Job Consultant | Project Management | Agile | Process Improvement | Business Intelligence
Industry Human Resources
Experience
Target 2014 - 2015
Target 2012 - 2014
Deloitte Consulting 2010 - 2012
Ameriprise Financial 2008 - 2010
UnitedHealth Group 2005 - 2008
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Organizational..., Change Management, Succession Planning, Leadership, Management, Onboarding, Microsoft Excel, Strategic Planning, Training, Interviews, Project Management, HR Consulting, Strategy, Analysis, Strategy Execution, Business Networking, HRIS, Workforce Planning, Deferred Compensation, Sourcing, PeopleSoft, New Hire Orientations, Situational Leadership, Business Analysis, HR Analysis, Microsoft Office, Microsoft Word, Project Planning, Mergers and Acquisitions, Consulting, Employee Engagement, Agile Project Management
Education
Saint John's University
Bachelor of Arts, Sociology
College of Saint Benedict
University of St. Thomas - Opus College of Business
Microsoft Project for Project and Program Managers
Target 2014 - 2015
Target 2012 - 2014
Deloitte Consulting 2010 - 2012
Ameriprise Financial 2008 - 2010
UnitedHealth Group 2005 - 2008
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Organizational..., Change Management, Succession Planning, Leadership, Management, Onboarding, Microsoft Excel, Strategic Planning, Training, Interviews, Project Management, HR Consulting, Strategy, Analysis, Strategy Execution, Business Networking, HRIS, Workforce Planning, Deferred Compensation, Sourcing, PeopleSoft, New Hire Orientations, Situational Leadership, Business Analysis, HR Analysis, Microsoft Office, Microsoft Word, Project Planning, Mergers and Acquisitions, Consulting, Employee Engagement, Agile Project Management
Education
Saint John's University
Bachelor of Arts, Sociology
College of Saint Benedict
University of St. Thomas - Opus College of Business
Microsoft Project for Project and Program Managers
Lori Melander's Ameriprise Financial Experience November 2008 - Present
Job Vice President/Sr. HR Business Partner at Ameriprise Financial
Industry Human Resources
Experience
Ameriprise Financial November 2008 - Present
Ameriprise Financial 1996 - 2011
american express 1996 - 2005
Education
College of St. Benedict 1990 — 1994
Saint John's University 1990 — 1994
Melrose High School 1987 — 1990
Ameriprise Financial November 2008 - Present
Ameriprise Financial 1996 - 2011
american express 1996 - 2005
Education
College of St. Benedict 1990 — 1994
Saint John's University 1990 — 1994
Melrose High School 1987 — 1990
Geoffrey Brunkhorst's Ameriprise Financial Experience July 2006 - December 2011
Job Information Security Leader
Industry Information Technology and Services
Experience
ServiceMaster December 2014 - Present
Ballistic Technology Group,LLC 2001 - Present
CSC August 2013 - April 2014
Be The Match operated by National Marrow Donor Program May 2012 - December 2012
Tata Consultancy Services January 2008 - May 2012
Ameriprise Financial July 2006 - December 2011
UnitedHealth Group - UniPrise December 2004 - July 2006
Best Buy February 2004 - November 2004
Blue Cross and Blue Shield of Minnesota March 2003 - December 2003
BankOne (now Chase Bank) October 2002 - March 2003
Skills
Information Security..., Information Security, Security, Security Architecture..., Solution Architecture, Enterprise Architecture, IT Strategy, IAM, Encryption, ISO 27001, Project Management, Security Audits, IT Operations, Disaster Recovery, Security Architecture, IT Architect, Identity and Access..., Internet Security, Enterprise Risk..., Security Management, Threat & Vulnerability..., Incident Management, Agile Methodologies, HIPAA, Vulnerability Assessment, Data Center, Integration, DLP, Mac OS X, Application Hardening, Solutions Architecture, IT Risk Management, Computer Forensics, Data Privacy, 21 CFR Part 11, VMS, Microsoft Office, Visio, Perl, Enterprise Network..., network security, Unix, Unix Security, PCI DSS
Education
Mayo Graduate School 1987 — 1988
Masters Level Coursework, Computer Science
College of St. Benedict
BS, Math/CS
St. John's University
BS, Math/CS
Waverly Shell Rock
ServiceMaster December 2014 - Present
Ballistic Technology Group,LLC 2001 - Present
CSC August 2013 - April 2014
Be The Match operated by National Marrow Donor Program May 2012 - December 2012
Tata Consultancy Services January 2008 - May 2012
Ameriprise Financial July 2006 - December 2011
UnitedHealth Group - UniPrise December 2004 - July 2006
Best Buy February 2004 - November 2004
Blue Cross and Blue Shield of Minnesota March 2003 - December 2003
BankOne (now Chase Bank) October 2002 - March 2003
Skills
Information Security..., Information Security, Security, Security Architecture..., Solution Architecture, Enterprise Architecture, IT Strategy, IAM, Encryption, ISO 27001, Project Management, Security Audits, IT Operations, Disaster Recovery, Security Architecture, IT Architect, Identity and Access..., Internet Security, Enterprise Risk..., Security Management, Threat & Vulnerability..., Incident Management, Agile Methodologies, HIPAA, Vulnerability Assessment, Data Center, Integration, DLP, Mac OS X, Application Hardening, Solutions Architecture, IT Risk Management, Computer Forensics, Data Privacy, 21 CFR Part 11, VMS, Microsoft Office, Visio, Perl, Enterprise Network..., network security, Unix, Unix Security, PCI DSS
Education
Mayo Graduate School 1987 — 1988
Masters Level Coursework, Computer Science
College of St. Benedict
BS, Math/CS
St. John's University
BS, Math/CS
Waverly Shell Rock
Kathryn Koessel's Ameriprise Financial Experience 2007 - 2009
Job Finance Executive focused on Strategic Investor Relations, Corporate Finance, and Equity Analysis
Industry Food & Beverages
Experience
Kellogg Company 2009 - 2012
Ameriprise Financial 2007 - 2009
Junior League of Minneapolis 2006 - 2008
PepsiAmericas 2003 - 2005
Deutsche Bank 1999 - 2002
Time Warner Inc. 1992 - 1998
Chase 1989 - 1992
Skills
Leadership, Investor Relations, Strategic Communications, Corporate Communications, Merger & Acquisition..., Strategic Media..., Marketing Communications, Public Relations, Management, Strategic Planning, Mergers, Corporate Finance, Treasury, Investment Valuation, Nonprofits
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Wellesley College 1982 — 1985
BA, History and Political Science
Kellogg Company 2009 - 2012
Ameriprise Financial 2007 - 2009
Junior League of Minneapolis 2006 - 2008
PepsiAmericas 2003 - 2005
Deutsche Bank 1999 - 2002
Time Warner Inc. 1992 - 1998
Chase 1989 - 1992
Skills
Leadership, Investor Relations, Strategic Communications, Corporate Communications, Merger & Acquisition..., Strategic Media..., Marketing Communications, Public Relations, Management, Strategic Planning, Mergers, Corporate Finance, Treasury, Investment Valuation, Nonprofits
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Wellesley College 1982 — 1985
BA, History and Political Science
Kevin Bowen's Ameriprise Financial Experience May 2009 - October 2012
Job Group Controller and Head of Financial Planning and Analysis Treasury at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo March 2013 - August 2015
Wells Fargo October 2012 - March 2013
Ameriprise Financial May 2009 - October 2012
U.S. Bancorp July 2007 - May 2009
PricewaterhouseCoopers - Chicago September 2005 - June 2007
PricewaterhouseCoopers - London September 2002 - September 2005
PricewaterhouseCoopers - Denver December 1998 - September 2002
Skills
SEC filings, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Accounting, IFRS, Auditing, GAAP, Financial Accounting, Due Diligence, External Audit, Financial Modeling, CPA, Finance, Mergers & Acquisitions, Risk Management, Corporate Finance, Strategic Financial..., Analysis, Cross-functional Team..., Financial Statements, Management
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA, Finance & International Business
Colorado State University 1996 — 1998
Bachelor of Science (B.S.), Business
Wells Fargo August 2015 - Present
Wells Fargo March 2013 - August 2015
Wells Fargo October 2012 - March 2013
Ameriprise Financial May 2009 - October 2012
U.S. Bancorp July 2007 - May 2009
PricewaterhouseCoopers - Chicago September 2005 - June 2007
PricewaterhouseCoopers - London September 2002 - September 2005
PricewaterhouseCoopers - Denver December 1998 - September 2002
Skills
SEC filings, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Accounting, IFRS, Auditing, GAAP, Financial Accounting, Due Diligence, External Audit, Financial Modeling, CPA, Finance, Mergers & Acquisitions, Risk Management, Corporate Finance, Strategic Financial..., Analysis, Cross-functional Team..., Financial Statements, Management
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA, Finance & International Business
Colorado State University 1996 — 1998
Bachelor of Science (B.S.), Business
Krissy Lieser's Ameriprise Financial Experience July 2005 - August 2006
Job Senior Operations Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Wells Fargo August 2010 - April 2012
Wells Fargo August 2006 - August 2010
Ameriprise Financial July 2005 - August 2006
Ameriprise Financial May 2004 - August 2005
Skills
Mutual Funds, Financial Services, Strategic Financial..., Asset Allocation, Investments, Asset Managment, Relationship Management, Process Improvement, Financial Advisory, Retirement, Project Management, Change Management, Risk Management, Business Analysis, Strategic Planning, Portfolio Management
Education
College of St. Benedict 1994 — 1998
Bachelor of Arts (B.A.), Spanish and Management
Wells Fargo April 2012 - Present
Wells Fargo August 2010 - April 2012
Wells Fargo August 2006 - August 2010
Ameriprise Financial July 2005 - August 2006
Ameriprise Financial May 2004 - August 2005
Skills
Mutual Funds, Financial Services, Strategic Financial..., Asset Allocation, Investments, Asset Managment, Relationship Management, Process Improvement, Financial Advisory, Retirement, Project Management, Change Management, Risk Management, Business Analysis, Strategic Planning, Portfolio Management
Education
College of St. Benedict 1994 — 1998
Bachelor of Arts (B.A.), Spanish and Management
Michael Szwejbka's Ameriprise Financial Experience July 2008 - August 2009
Job VP Risk Analytics at U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2009 - Present
Ameriprise Financial July 2008 - August 2009
GMAC-ResCap 2006 - 2008
federal reserve bank of new york 2000 - 2006
Skills
Basel II, Credit Risk, Economic Capital, Modeling, Risk Analytics, Risk Management, SAS programming, Statistical Modeling, Stress Testing, Loans, Hedging, Econometrics
Education
Columbia University in the City of New York 1996 — 1997
MS, Operations Research
U.S. Bank September 2009 - Present
Ameriprise Financial July 2008 - August 2009
GMAC-ResCap 2006 - 2008
federal reserve bank of new york 2000 - 2006
Skills
Basel II, Credit Risk, Economic Capital, Modeling, Risk Analytics, Risk Management, SAS programming, Statistical Modeling, Stress Testing, Loans, Hedging, Econometrics
Education
Columbia University in the City of New York 1996 — 1997
MS, Operations Research
Stefanie Skrbich's Ameriprise Financial Experience January 2007 - Present
Job Communications Specialist at Ameriprise Financial
Industry Marketing and Advertising
Experience
Ameriprise Financial January 2007 - Present
Ameriprise Financial April 2006 - December 2006
Ameriprise Financial September 2001 - April 2006
Wells Fargo & Company April 1998 - September 2001
Burke & Thomas January 1998 - March 1998
Michael Spillane, Esq. November 1996 - December 1997
Skills
Leadership, Time Management, Software Documentation, Management
Education
Minnesota Paralegal Institute 1996 — 1997
Paralegal Studies
College of St. Benedict 1990 — 1993
Bachelor of Arts, English
Ameriprise Financial January 2007 - Present
Ameriprise Financial April 2006 - December 2006
Ameriprise Financial September 2001 - April 2006
Wells Fargo & Company April 1998 - September 2001
Burke & Thomas January 1998 - March 1998
Michael Spillane, Esq. November 1996 - December 1997
Skills
Leadership, Time Management, Software Documentation, Management
Education
Minnesota Paralegal Institute 1996 — 1997
Paralegal Studies
College of St. Benedict 1990 — 1993
Bachelor of Arts, English
Andrea Stevens's Ameriprise Financial Experience January 2007 - November 2007
Job Senior Business Analyst at United Health Group, Medicare and Retirement
Industry Information Technology and Services
Experience
United Health Group, Medicare and Retirement July 2012 - Present
NAU Country Insurance Company October 2011 - July 2012
Wells Fargo February 2010 - August 2011
Green Tree Servicing September 2009 - January 2010
Hollstadt & Associates January 2006 - January 2010
Regis Corporation September 2008 - December 2008
Dow Jones January 2008 - July 2008
Ameriprise Financial January 2007 - November 2007
Metropolitan Health Plan January 2006 - December 2006
Stevens Consulting May 1999 - December 2005
Skills
Requirements Gathering, Project Planning, Business Requirements, Word, SDLC, Process Mapping, Business Process, Business Process..., Process Development, Program Management, Business Process Mapping, Microsoft Word, Leadership, Training, Process Simulation
Education
Concordia College 1981 — 1985
BA, Music Education
IT Management Training
Technology Leadership
United Health Group, Medicare and Retirement July 2012 - Present
NAU Country Insurance Company October 2011 - July 2012
Wells Fargo February 2010 - August 2011
Green Tree Servicing September 2009 - January 2010
Hollstadt & Associates January 2006 - January 2010
Regis Corporation September 2008 - December 2008
Dow Jones January 2008 - July 2008
Ameriprise Financial January 2007 - November 2007
Metropolitan Health Plan January 2006 - December 2006
Stevens Consulting May 1999 - December 2005
Skills
Requirements Gathering, Project Planning, Business Requirements, Word, SDLC, Process Mapping, Business Process, Business Process..., Process Development, Program Management, Business Process Mapping, Microsoft Word, Leadership, Training, Process Simulation
Education
Concordia College 1981 — 1985
BA, Music Education
IT Management Training
Technology Leadership
Kim Matheson's Ameriprise Financial Experience 2004 - 2008
Job DirectorEnterprise Risk Management at Margaret A. Cargill Philanthropies
Industry Philanthropy
Experience
Margaret A. Cargill Philanthropies October 2012 - Present
KM Consulting Services July 2009 - October 2012
Northwest Area Foundation July 2009 - October 2012
Project for Pride in Living September 2001 - July 2011
Ameriprise Financial 2004 - 2008
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors 1998 - 2001
American Express Financial Advisors 1987 - 1998
Skills
Customer Service, Program Creation, Financial Services, Cross-functional Team..., Coaching, Volunteer Management, Enterprise Risk..., Disaster Recovery, Leadership, Philanthropy, Business Continuity..., Process Management, Compliance, Event Management, Governance, Process Improvement, Training, Policy, Strategy, Non-profit Leadership
Education
University of St. Thomas 2005 — 2006
Executive MBA, Non-profit Management
Concordia College 1978 — 1982
BA, Business Administration
Margaret A. Cargill Philanthropies October 2012 - Present
KM Consulting Services July 2009 - October 2012
Northwest Area Foundation July 2009 - October 2012
Project for Pride in Living September 2001 - July 2011
Ameriprise Financial 2004 - 2008
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors 1998 - 2001
American Express Financial Advisors 1987 - 1998
Skills
Customer Service, Program Creation, Financial Services, Cross-functional Team..., Coaching, Volunteer Management, Enterprise Risk..., Disaster Recovery, Leadership, Philanthropy, Business Continuity..., Process Management, Compliance, Event Management, Governance, Process Improvement, Training, Policy, Strategy, Non-profit Leadership
Education
University of St. Thomas 2005 — 2006
Executive MBA, Non-profit Management
Concordia College 1978 — 1982
BA, Business Administration
Jackie Sinjem's Ameriprise Financial Experience October 2007 - Present
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2007 - Present
Ameriprise Financial 2000 - 2006
Skills
Retirement Planning
Education
College of Saint Benedict 1980 — 1984
College of Saint Benedict 1980 — 1984
Ameriprise Financial October 2007 - Present
Ameriprise Financial 2000 - 2006
Skills
Retirement Planning
Education
College of Saint Benedict 1980 — 1984
College of Saint Benedict 1980 — 1984
Rockell Metcalf's Ameriprise Financial Experience January 2012 - Present
Job Vice President and Chief Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2012 - Present
Ameriprise Financial Services, Inc. 1998 - 2012
Ameriprise Financial Services, Inc. 1993 - 1998
Popham Haik Schnobrich Kaufman 1990 - 1993
United States District Court 1988 - 1989
Skills
Risk Management, Financial Services, FINRA, Securities, Mutual Funds, Investments, Corporate Law, Corporate Governance, Leadership, Banking, Legal Advice, Wealth Management, Mergers & Acquisitions, Strategic Planning, Insurance, Series 7, AML
Education
Columbia Law School 1989 — 1990
LL.M., Securities Law
William Mitchell College of Law 1985 — 1988
J.D.
Talladega College 1981 — 1985
Bachelor of Arts (B.A.) with high distinction, Biology
Ameriprise Financial January 2012 - Present
Ameriprise Financial Services, Inc. 1998 - 2012
Ameriprise Financial Services, Inc. 1993 - 1998
Popham Haik Schnobrich Kaufman 1990 - 1993
United States District Court 1988 - 1989
Skills
Risk Management, Financial Services, FINRA, Securities, Mutual Funds, Investments, Corporate Law, Corporate Governance, Leadership, Banking, Legal Advice, Wealth Management, Mergers & Acquisitions, Strategic Planning, Insurance, Series 7, AML
Education
Columbia Law School 1989 — 1990
LL.M., Securities Law
William Mitchell College of Law 1985 — 1988
J.D.
Talladega College 1981 — 1985
Bachelor of Arts (B.A.) with high distinction, Biology
Sarah Youngblood's Ameriprise Financial Experience 1999 - 2005
Job PartTime Administrative Assistant at Eau Claire Area School District
Industry Financial Services
Experience
United Health Group 2009 - Present
Eau Claire Area School District November 2006 - Present
Ameriprise Financial 1999 - 2005
Ameriprise Financial 1996 - 1999
Education
University of St. Thomas - Opus College of Business 1990 — 1995
MBA
College of Saint Benedict 1979 — 1983
BA
United Health Group 2009 - Present
Eau Claire Area School District November 2006 - Present
Ameriprise Financial 1999 - 2005
Ameriprise Financial 1996 - 1999
Education
University of St. Thomas - Opus College of Business 1990 — 1995
MBA
College of Saint Benedict 1979 — 1983
BA
Ivan Gregory's Ameriprise Financial Experience 2005 - 2008
Job Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America March 2015 - Present
Mutual of America January 2013 - Present
Mutual of America February 2008 - January 2013
Ameriprise Financial 2005 - 2008
Skills
Retirement Planning, Retirement, Series 63, Investments, Series 7, 401k, Small Business, Fixed Annuities, 401k Rollovers, Mutual Funds, IRAs, Asset Allocation, Series 6, Employee Benefits, Finance, Insurance
Education
College for Financial Planning 2006 — 2010
Chartered Retirement Plans Specialist, Chartered Retirement Plan Counselor
Western Kentucky University 2001 — 2005
Financial Management, Finance
University of Mississippi 2000 — 2002
Pre-Pharmacy Studies
Springfield High School 1996 — 2000
Mutual of America March 2015 - Present
Mutual of America January 2013 - Present
Mutual of America February 2008 - January 2013
Ameriprise Financial 2005 - 2008
Skills
Retirement Planning, Retirement, Series 63, Investments, Series 7, 401k, Small Business, Fixed Annuities, 401k Rollovers, Mutual Funds, IRAs, Asset Allocation, Series 6, Employee Benefits, Finance, Insurance
Education
College for Financial Planning 2006 — 2010
Chartered Retirement Plans Specialist, Chartered Retirement Plan Counselor
Western Kentucky University 2001 — 2005
Financial Management, Finance
University of Mississippi 2000 — 2002
Pre-Pharmacy Studies
Springfield High School 1996 — 2000
Nancy Seely-Butler, CFP, CDFA, CLTC's Ameriprise Financial Experience 2007 - 2010
Job Franchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1981 - Present
Ameriprise Financial 2007 - 2010
Ameriprise Financial 1981 - 2010
Investment Property Associates 1975 - 1981
Connecticut Westridge Assoc. 1973 - 1975
Education
College for Financial Planning
Certified Financial Planner designation, Financial Planning and Services
Ameriprise Financial Services, Inc. 1981 - Present
Ameriprise Financial 2007 - 2010
Ameriprise Financial 1981 - 2010
Investment Property Associates 1975 - 1981
Connecticut Westridge Assoc. 1973 - 1975
Education
College for Financial Planning
Certified Financial Planner designation, Financial Planning and Services
Derek Elftmann, CRPC's Ameriprise Financial Experience September 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2002 - Present
Weber Insurance Agency September 2000 - August 2002
Education
College for Financial Planning 2006 — 2006
CRPC, Chartered Retirement Planning Counselor
North Central College 1998 — 2002
Bachelor of Arts, Economics and Finance
Ameriprise Financial September 2002 - Present
Weber Insurance Agency September 2000 - August 2002
Education
College for Financial Planning 2006 — 2006
CRPC, Chartered Retirement Planning Counselor
North Central College 1998 — 2002
Bachelor of Arts, Economics and Finance
Andrew Earnest's Ameriprise Financial Experience September 2008 - December 2009
Job .
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial September 2008 - December 2009
Allianz Life April 2007 - August 2008
Thomson Reuters May 2004 - March 2007
Skills
Series 6, 63, 65, 7
Education
Concordia College 2010 — 2010
Business Administration, Accounting
University of Wisconsin-Eau Claire 2000 — 2004
Business Administration, Marketing
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial September 2008 - December 2009
Allianz Life April 2007 - August 2008
Thomson Reuters May 2004 - March 2007
Skills
Series 6, 63, 65, 7
Education
Concordia College 2010 — 2010
Business Administration, Accounting
University of Wisconsin-Eau Claire 2000 — 2004
Business Administration, Marketing
Pete Sirbu's Ameriprise Financial Experience April 2010 - Present
Job Vice President Head of Fixed Income Capital Markets Trading at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
RBC Capital Markets March 2005 - April 2010
Piper Jaffray 2000 - 2005
Key Investments February 1997 - February 2000
Ameritrade February 1995 - February 1997
Skills
Series 7, Equities, Capital Markets, Fixed Income, Investments, Trading, Options, Securities, Financial Services, Series 63, Bloomberg, Bonds, Finance, Wealth Management
Education
Colorado State University 1989 — 1994
B.A., Economics
Ameriprise Financial April 2010 - Present
RBC Capital Markets March 2005 - April 2010
Piper Jaffray 2000 - 2005
Key Investments February 1997 - February 2000
Ameritrade February 1995 - February 1997
Skills
Series 7, Equities, Capital Markets, Fixed Income, Investments, Trading, Options, Securities, Financial Services, Series 63, Bloomberg, Bonds, Finance, Wealth Management
Education
Colorado State University 1989 — 1994
B.A., Economics
Chris Berryman's Ameriprise Financial Experience March 2009 - January 2012
Job Risk Management Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - December 2014
Ameriprise Financial Services, Inc. January 2012 - February 2014
Ameriprise Financial March 2009 - January 2012
Education
Concordia College 2011 — 2013
Masters in Business Administration
Iowa State University - College of Business 2004 — 2008
BS, Business Management
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - December 2014
Ameriprise Financial Services, Inc. January 2012 - February 2014
Ameriprise Financial March 2009 - January 2012
Education
Concordia College 2011 — 2013
Masters in Business Administration
Iowa State University - College of Business 2004 — 2008
BS, Business Management
Alexis Tucker's Ameriprise Financial Experience July 2009 - April 2014
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial July 2009 - April 2014
Ameriprise Financial 2005 - 2009
Coldwell Banker Commercial 2001 - 2004
Education
College of Charleston 1997 — 2001
BS, Marine Biology
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial July 2009 - April 2014
Ameriprise Financial 2005 - 2009
Coldwell Banker Commercial 2001 - 2004
Education
College of Charleston 1997 — 2001
BS, Marine Biology
David Lehner-Smith's Ameriprise Financial Experience 1993 - 1999
Job Testing Analyst at Target
Industry Computer Software
Experience
Target July 2011 - Present
Target Corporation May 2002 - July 2011
Ameriprise Financial 1993 - 1999
Skills
Quality Assurance, Software Documentation, Databases, Project Management, Java, SharePoint, XML, Testing, SDLC, SQL, Microsoft SQL Server, Team Building, Team Leadership, Software Development, Process Improvement, Business Analysis, Integration, Microsoft Excel
Education
DePaul University 1986 — 1987
Computer Programming Certificate, Computer Programming
Concordia College 1976 — 1979
Bachelor of Arts (B.A.), Music Educaton
Target July 2011 - Present
Target Corporation May 2002 - July 2011
Ameriprise Financial 1993 - 1999
Skills
Quality Assurance, Software Documentation, Databases, Project Management, Java, SharePoint, XML, Testing, SDLC, SQL, Microsoft SQL Server, Team Building, Team Leadership, Software Development, Process Improvement, Business Analysis, Integration, Microsoft Excel
Education
DePaul University 1986 — 1987
Computer Programming Certificate, Computer Programming
Concordia College 1976 — 1979
Bachelor of Arts (B.A.), Music Educaton
Tom Sloneker's Ameriprise Financial Experience May 2008 - Present
Job Experienced B2B Sales Rep with background in finance and mortgage lending
Industry Financial Services
Experience
Ameriprise Financial May 2008 - Present
First NLC June 2006 - December 2006
Ameriquest Mortgage February 2006 - May 2006
Rooms To Go June 2004 - February 2006
Wells Fargo Financial October 2001 - May 2004
Desks, Inc January 1991 - April 1994
Education
High Point University 1999 — 2001
BS/BA, Business Administration/Management
Community College of Allegheny County 1997 — 1999
Associates, Business Administration/Management
Ameriprise Financial May 2008 - Present
First NLC June 2006 - December 2006
Ameriquest Mortgage February 2006 - May 2006
Rooms To Go June 2004 - February 2006
Wells Fargo Financial October 2001 - May 2004
Desks, Inc January 1991 - April 1994
Education
High Point University 1999 — 2001
BS/BA, Business Administration/Management
Community College of Allegheny County 1997 — 1999
Associates, Business Administration/Management
Karin Munroe's Ameriprise Financial Experience 2006 - 2007
Job Owner and Consultant at Munroe Associates Inc
Industry Management Consulting
Experience
Munroe Associates Inc February 2011 - Present
Wells Fargo & Co. 2010 - September 2012
Genesis10 July 2008 - August 2010
Ameriprise Financial 2006 - 2007
Cummins Inc 2005 - 2007
Cummins Power Generation 2000 - 2005
Focus Engineering 1996 - 1999
Kurt Manufacturing Inc 1994 - 1997
Skills
Six Sigma, Process Improvement, Business Process..., Business Analysis, Program Management, Cross-functional Team..., Business Process, Process Modeling, PMP, Change Management, Business Process Design, Project Management, IT Strategy, Project Portfolio..., Strategic Planning, Manufacturing, Enterprise Architecture, Leadership, Resource Management, Vendor Management
Education
University of St. Thomas 1995 — 2001
Masters, Manufacturing Systems
Concordia College 1990 — 1993
BS, Business
Munroe Associates Inc February 2011 - Present
Wells Fargo & Co. 2010 - September 2012
Genesis10 July 2008 - August 2010
Ameriprise Financial 2006 - 2007
Cummins Inc 2005 - 2007
Cummins Power Generation 2000 - 2005
Focus Engineering 1996 - 1999
Kurt Manufacturing Inc 1994 - 1997
Skills
Six Sigma, Process Improvement, Business Process..., Business Analysis, Program Management, Cross-functional Team..., Business Process, Process Modeling, PMP, Change Management, Business Process Design, Project Management, IT Strategy, Project Portfolio..., Strategic Planning, Manufacturing, Enterprise Architecture, Leadership, Resource Management, Vendor Management
Education
University of St. Thomas 1995 — 2001
Masters, Manufacturing Systems
Concordia College 1990 — 1993
BS, Business
Jumana Alibhai's Ameriprise Financial Experience August 2011 - Present
Job Principal Accountant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2011 - Present
Ameriprise Financial July 2007 - July 2011
LarsonAllen January 2005 - July 2007
Skills
Finance, SEC Financial Reporting, Auditing, Cash Flow, GAAP, Financial Reporting, US GAAP, Financial Services, External Audit, SEC filings, Sarbanes-Oxley Act, Variance Analysis
Education
Concordia College 2001 — 2005
Bachelor of Arts (BA), Accounting
Ameriprise Financial August 2011 - Present
Ameriprise Financial July 2007 - July 2011
LarsonAllen January 2005 - July 2007
Skills
Finance, SEC Financial Reporting, Auditing, Cash Flow, GAAP, Financial Reporting, US GAAP, Financial Services, External Audit, SEC filings, Sarbanes-Oxley Act, Variance Analysis
Education
Concordia College 2001 — 2005
Bachelor of Arts (BA), Accounting
Kay Ross's Ameriprise Financial Experience August 2009 - October 2013
Job Registered Support Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial August 2009 - October 2013
Ameriprise Financial Services, Inc June 2008 - August 2009
BriteMedia December 2002 - June 2008
Education
Concordia College 1988 — 1992
B.A., English & Communication
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial August 2009 - October 2013
Ameriprise Financial Services, Inc June 2008 - August 2009
BriteMedia December 2002 - June 2008
Education
Concordia College 1988 — 1992
B.A., English & Communication
Felix G. Gil, CAIA's Ameriprise Financial Experience March 2006 - May 2008
Job Senior Associate at WE Family Offices
Industry Investment Management
Experience
WE Family Offices January 2015 - Present
WE Family Offices January 2013 - December 2014
StartingBloc January 2013 - June 2013
GenSpring Family Offices - International Division January 2010 - December 2012
JP Morgan Chase May 2008 - January 2010
Ameriprise Financial March 2006 - May 2008
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Investments, Valuation, Series 7, Asset Managment, Bloomberg, Strategic Financial..., Asset Allocation, Corporate Finance, Wealth Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Florida International University - College of Business Administration 2009 — 2009
Master’s Degree, Specialty: Investment Analytics, 3.67/4.0
Florida International University - College of Business Administration 2001 — 2005
BBA, Finance, International Business Minor in Economics
WE Family Offices January 2015 - Present
WE Family Offices January 2013 - December 2014
StartingBloc January 2013 - June 2013
GenSpring Family Offices - International Division January 2010 - December 2012
JP Morgan Chase May 2008 - January 2010
Ameriprise Financial March 2006 - May 2008
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Investments, Valuation, Series 7, Asset Managment, Bloomberg, Strategic Financial..., Asset Allocation, Corporate Finance, Wealth Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Florida International University - College of Business Administration 2009 — 2009
Master’s Degree, Specialty: Investment Analytics, 3.67/4.0
Florida International University - College of Business Administration 2001 — 2005
BBA, Finance, International Business Minor in Economics
Kathryn Larson's Ameriprise Financial Experience 1998 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial 1998 - Present
Elon University 1987 - 1995
Education
Columbia University in the City of New York 1979 — 1980
M.A., Economics & Education
Prairie du Chien Sr High School
Ameriprise Financial 1998 - Present
Elon University 1987 - 1995
Education
Columbia University in the City of New York 1979 — 1980
M.A., Economics & Education
Prairie du Chien Sr High School
D. Roy Choudhury, Ph.D.,MBA,CFP's Ameriprise Financial Experience October 1987 - Present
Job Senior Financial Advisor, Federal Road, Brookfield, CT 06804 at Ameriprise Financial
Industry Financial Services
Experience
AMPF October 1987 - Present
Ameriprise Financial October 1987 - Present
Education
Columbia University in the City of New York 1968 — 1974
M.A., Ph.D., Physical Anthropolgy (Human Biology)
AMPF October 1987 - Present
Ameriprise Financial October 1987 - Present
Education
Columbia University in the City of New York 1968 — 1974
M.A., Ph.D., Physical Anthropolgy (Human Biology)
Jack Zaelich's Ameriprise Financial Experience 2007 - July 2010
Job Director Application Development at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial 2007 - July 2010
Ameriprise Financial Services, Inc. April 2006 - July 2009
Ameriprise Financial Services, Inc. September 2008 - March 2009
Ameriprise Financial Services, Inc. May 2003 - April 2006
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, IT Strategy, SDLC
Education
Concordia College 2002 — 2004
B.A., Management in Information Technology
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial 2007 - July 2010
Ameriprise Financial Services, Inc. April 2006 - July 2009
Ameriprise Financial Services, Inc. September 2008 - March 2009
Ameriprise Financial Services, Inc. May 2003 - April 2006
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, IT Strategy, SDLC
Education
Concordia College 2002 — 2004
B.A., Management in Information Technology
Linda Lumbra's Ameriprise Financial Experience January 2010 - January 2011
Job Office Manager at Phoenix Physical Therapy, PLC
Industry Financial Services
Experience
Phoenix Physical Therapy, PLC April 2014 - Present
Vermont Associates January 2012 - Present
Spherion Staffing January 2010 - January 2011
Ameriprise Financial January 2010 - January 2011
Edward Jones Investments January 2005 - January 2009
Valley Snack Service January 1992 - January 2005
Skills
Administrative..., Office Administration, Customer Service, Outlook, Event Planning, Microsoft Excel, Data Entry, Retirement Planning, Microsoft Office, PowerPoint, Mutual Funds, Employee Benefits, Series 7, Microsoft Word, Investments, 401k, Insurance, Payroll, Time Management, Wealth Management, Public Speaking
Education
Community College of Vermont
Business
Winooski High School
High School Diploma
Phoenix Physical Therapy, PLC April 2014 - Present
Vermont Associates January 2012 - Present
Spherion Staffing January 2010 - January 2011
Ameriprise Financial January 2010 - January 2011
Edward Jones Investments January 2005 - January 2009
Valley Snack Service January 1992 - January 2005
Skills
Administrative..., Office Administration, Customer Service, Outlook, Event Planning, Microsoft Excel, Data Entry, Retirement Planning, Microsoft Office, PowerPoint, Mutual Funds, Employee Benefits, Series 7, Microsoft Word, Investments, 401k, Insurance, Payroll, Time Management, Wealth Management, Public Speaking
Education
Community College of Vermont
Business
Winooski High School
High School Diploma
Michael Mastor's Ameriprise Financial Experience May 1999 - Present
Job CRPC Financial Advisor Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 1999 - Present
Rock Harbor Road Assc 2009 - 2013
Newmont Mining Company August 1984 - May 1998
Education
Colorado School of Mines 1978 — 1981
BSc, Mining Engineering
Ameriprise Financial May 1999 - Present
Rock Harbor Road Assc 2009 - 2013
Newmont Mining Company August 1984 - May 1998
Education
Colorado School of Mines 1978 — 1981
BSc, Mining Engineering
Michael Hall, CFP®'s Ameriprise Financial Experience June 2004 - June 2006
Job Portfolio Consultant for Schwab Private Client at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Warren Averett Asset Management April 2011 - January 2015
Epilepsy Foundation of Florida 2011 - January 2014
Charles Schwab July 2006 - March 2011
Ameriprise Financial June 2004 - June 2006
Morgan Stanley Smith Barney April 2002 - August 2003
Education
College for Financial Planning 2009 — 2012
CFP, Financial Planning, Pass
University of Alabama 1996 — 2001
Bachelor of Music, Vocal Performance
Charles Schwab January 2015 - Present
Warren Averett Asset Management April 2011 - January 2015
Epilepsy Foundation of Florida 2011 - January 2014
Charles Schwab July 2006 - March 2011
Ameriprise Financial June 2004 - June 2006
Morgan Stanley Smith Barney April 2002 - August 2003
Education
College for Financial Planning 2009 — 2012
CFP, Financial Planning, Pass
University of Alabama 1996 — 2001
Bachelor of Music, Vocal Performance
Lynda Brittain Blessing ChFC® CASL® CRPC®'s Ameriprise Financial Experience December 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 1998 - Present
Lockheed Martin Information Technology 1985 - 1998
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
The American College 2004 — 2007
Certified Advisor of Senior Living
The American College 1999 — 2002
Chartered Financial Consultant, financial planning, taxes, investments, insurance, estate planning, retirement
Penn State University 1978 — 1990
MS, Engineering Science
Penn State University 1979 — 1983
BS, Mathematics
Ameriprise Financial December 1998 - Present
Lockheed Martin Information Technology 1985 - 1998
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
The American College 2004 — 2007
Certified Advisor of Senior Living
The American College 1999 — 2002
Chartered Financial Consultant, financial planning, taxes, investments, insurance, estate planning, retirement
Penn State University 1978 — 1990
MS, Engineering Science
Penn State University 1979 — 1983
BS, Mathematics
Traci Kammerer's Ameriprise Financial Experience January 2011 - Present
Job Client Services Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2011 - Present
Ameriprise Financial July 2010 - December 2010
Wilson Downing Group LLC April 2004 - April 2010
Morgan Stanley September 1991 - March 2004
Education
Colorado State University 1986 — 1991
Bachelor's degree, Human Development and Family Studies, General
Ameriprise Financial January 2011 - Present
Ameriprise Financial July 2010 - December 2010
Wilson Downing Group LLC April 2004 - April 2010
Morgan Stanley September 1991 - March 2004
Education
Colorado State University 1986 — 1991
Bachelor's degree, Human Development and Family Studies, General
Wendi Barnes's Ameriprise Financial Experience July 2008 - December 2008
Job Independent Executive Office Professional
Industry Executive Office
Experience
Wendi Barnes September 2010 - Present
Independent September 2010 - Present
Pragmatium Consulting Group, Inc. September 2010 - Present
Pragmatium Consulting Group, Inc. September 2010 - Present
Molecular Imaging December 2008 - October 2009
Ameriprise Financial July 2008 - December 2008
HSBC - North America February 2003 - July 2008
HSBC February 2004 - February 2008
BRK/First Alert February 1999 - February 2003
ServiceMaster April 1995 - February 2003
Skills
Event Management, Customer Service, Administrative..., Outlook, Office Management, Microsoft Excel, Data Entry, Spreadsheets, PowerPoint, Microsoft Word, Fax, Microsoft Office, Office Administration, Access, Budgets, Lotus Notes, Event Planning, Travel Arrangements, Process Scheduler, Human Resources
Education
College of DuPage
General Studies
Wendi Barnes September 2010 - Present
Independent September 2010 - Present
Pragmatium Consulting Group, Inc. September 2010 - Present
Pragmatium Consulting Group, Inc. September 2010 - Present
Molecular Imaging December 2008 - October 2009
Ameriprise Financial July 2008 - December 2008
HSBC - North America February 2003 - July 2008
HSBC February 2004 - February 2008
BRK/First Alert February 1999 - February 2003
ServiceMaster April 1995 - February 2003
Skills
Event Management, Customer Service, Administrative..., Outlook, Office Management, Microsoft Excel, Data Entry, Spreadsheets, PowerPoint, Microsoft Word, Fax, Microsoft Office, Office Administration, Access, Budgets, Lotus Notes, Event Planning, Travel Arrangements, Process Scheduler, Human Resources
Education
College of DuPage
General Studies
Molly Daugherty's Ameriprise Financial Experience June 2008 - August 2009
Job Development Associate at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic April 2015 - Present
Mayo Clinic October 2012 - April 2015
Midwest LifeShots Photography June 2010 - October 2012
Mayo Clinic June 2011 - August 2011
Clear Channel Communications May 2010 - September 2010
Ameriprise Financial June 2008 - August 2009
Skills
Social Media Marketing, Direct Patient Care, Event Management, Team Building, Customer Service, Fundraising, Photography, Networking, Wedding Photography, Web Design, Leadership Development, Building Relationships, Business Networking, Quality Patient Care, Highly detail oriented, Accountability
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (MBA)
University of Saint Thomas 2009 — 2012
Bachelor of Arts (B.A.), Business, Psychology
College of Charleston 2008 — 2009
Mayo Clinic April 2015 - Present
Mayo Clinic October 2012 - April 2015
Midwest LifeShots Photography June 2010 - October 2012
Mayo Clinic June 2011 - August 2011
Clear Channel Communications May 2010 - September 2010
Ameriprise Financial June 2008 - August 2009
Skills
Social Media Marketing, Direct Patient Care, Event Management, Team Building, Customer Service, Fundraising, Photography, Networking, Wedding Photography, Web Design, Leadership Development, Building Relationships, Business Networking, Quality Patient Care, Highly detail oriented, Accountability
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (MBA)
University of Saint Thomas 2009 — 2012
Bachelor of Arts (B.A.), Business, Psychology
College of Charleston 2008 — 2009
Pa Nia Cheng's Ameriprise Financial Experience April 2011 - April 2012
Job Education Professional
Industry Hospital & Health Care
Experience
The Jet Program August 2012 - August 2013
Ameriprise Financial April 2011 - April 2012
Hmong American Partnership October 2010 - April 2011
United States Census Bureau March 2010 - June 2010
SEIU—United Health Care Workers May 2009 - June 2009
College of St. Benedict March 2007 - May 2009
International Institute of Minnesota September 2004 - August 2005
Education
College of Saint Benedict 2005 — 2009
History, Asian Studies/Civilization
The Jet Program August 2012 - August 2013
Ameriprise Financial April 2011 - April 2012
Hmong American Partnership October 2010 - April 2011
United States Census Bureau March 2010 - June 2010
SEIU—United Health Care Workers May 2009 - June 2009
College of St. Benedict March 2007 - May 2009
International Institute of Minnesota September 2004 - August 2005
Education
College of Saint Benedict 2005 — 2009
History, Asian Studies/Civilization
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.