Ameriprise Financial

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

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Ameriprise Financial Employees

Employee
Years
Job
Industry
Elena Palmer Elena Palmer Saint Paul, Minnesota Details
Elena Palmer's Ameriprise Financial Experience May 2014 - October 2014
Job Application Developer at US Bank
Industry Banking
Experience
US Bank  October 2014 - Present
Ameriprise Financial   May 2014 - October 2014
Call One, Incorporated  June 2013 - May 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, C++, English, C#, Django, Salesforce.com..., .NET

Education
DePaul University   2008 — 2012
Bachelor of Science (B.S.), Computer Science

Margaret Graff, CFP®, ChFC®, CLU®, APMA Margaret Graff, CFP®, ChFC®, CLU®, APMA Greater Atlanta Area Details
Margaret Graff, CFP®, ChFC®, CLU®, APMA's Ameriprise Financial Experience June 1991 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Mundito Foundation   March 2007 - Present
Ameriprise Financial   June 1991 - Present
Ameriprise Financial   June 1991 - Present

Education
University of Oregon   1977 — 1983
PhD, Physics

DePaul University

Sam Gibbens Sam Gibbens Greater Omaha Area Details
Sam Gibbens's Ameriprise Financial Experience June 2007 - July 2008
Job Sr. Analyst Strategy, Mergers and Acquisitions at ConAgra Foods
Industry Consumer Goods
Experience
ConAgra Foods  September 2012 - Present
MarketSphere Consulting  January 2011 - September 2012
Ameriprise Financial   June 2007 - July 2008

Skills
Strategy, Mergers & Acquisitions, Corporate Development, Management Consulting, Strategic Planning

Education
Creighton University   2008 — 2010
MSA/MBA, Finance

St. Olaf College   2004 — 2007
BA, Economics/Finance

John Trombello John Trombello Kansas City, Missouri Area Details
John Trombello's Ameriprise Financial Experience October 2008 - May 2009
Job Senior Account Executive at Lexmark Enterprise Software
Industry Information Technology and Services
Experience
Lexmark Enterprise Software  May 2013 - Present
Cerner Corporation  May 2011 - May 2013
Cerner Corporation  January 2011 - May 2011
Cerner Corporation  November 2009 - January 2011
Cerner Corporation  July 2009 - November 2009
Ameriprise Financial   October 2008 - May 2009
The Richdale Group / Slosburg   2008 - 2008

Skills
CRM, Cerner, Healthcare, Sales, Sales Operations, Marketing, Data Analysis, Contract Negotiation, Sales Process, Strategy, Project Planning, Healthcare Information..., Account Management, Salesforce.com

Education
University of Missouri-Kansas City   2010 — 2012
MBA, Finance, Entrepreneurship

Creighton University   2005 — 2009
Business Administration, Finance

Jason Wroblewski Jason Wroblewski Greater Chicago Area Details
Jason Wroblewski's Ameriprise Financial Experience 2005 - 2008
Job Regional Sales Director at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group  January 2013 - Present
The Hartford  December 2012 - January 2013
Wealth Enhancement Group  August 2011 - December 2012
The Hartford  July 2008 - July 2011
Ameriprise Financial   2005 - 2008
Ameriprise Financial Services, Inc.   2003 - 2005
The English School Stockholm   1998 - 2002

Skills
Business Development, Sales, Leadership, 401(k), Retirement Plan..., 403(b)

Education
Dartmouth College   1993 — 1997
Bachelor of Arts

Sheri Ausen Sheri Ausen Greater Minneapolis-St. Paul Area Details
Sheri Ausen's Ameriprise Financial Experience July 2010 - Present
Job at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 2010 - Present
RiverSource Fund Distributors, Inc.   December 2008 - June 2010
RiverSource Distributors, Inc.   January 2004 - December 2008
Ameriprise Financial   January 2001 - February 2004

Skills
Leadership, Analysis, Team Leadership, Training, Financial Services, Strategic Planning, Business Process, Relationship Management, Mutual Funds, Finance, Negotiation, Due Diligence, Onboarding, Networking

Education
Concordia College
Bachelor of Arts

Christine Espiritu Christine Espiritu Greater Minneapolis-St. Paul Area Details
Christine Espiritu's Ameriprise Financial Experience January 1999 - May 2006
Job LongTerm Care Underwriter at LTCG
Industry Insurance
Experience
LTCG  August 2013 - Present
Univita Health Inc  April 2012 - May 2013
Univita Health Inc  November 2010 - October 2011
Allianz Life  June 2006 - November 2009
Ameriprise Financial   January 1999 - May 2006
Ameriprise Financial   January 1993 - January 1999

Education
Concordia University   1998 — 2000
BA, Organizational Management and Communication

Concordia University-St. Paul   1998 — 2000
BA, Management and Communication

Christine Wessel Christine Wessel Greater Chicago Area Details
Christine Wessel's Ameriprise Financial Experience June 2006 - March 2007
Job Senior Associate at Mercer
Industry Insurance
Experience
Mercer  April 2014 - Present
Mercer  August 2011 - March 2014
MetLife  July 2008 - August 2011
MetLife  March 2007 - July 2008
Ameriprise Financial   June 2006 - March 2007

Skills
Employee Benefits, Insurance, Vendor Management, Management, Leadership, Budgets, Financial Analysis, Strategy, Health Insurance, Program Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2011
MBA, Finance and Marketing Research & Analysis

University of Illinois at Urbana-Champaign - College of Business   2002 — 2006
BS, Finance

Heath Larkin Heath Larkin Greater Nashville Area Details
Heath Larkin's Ameriprise Financial Experience August 2013 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   August 2013 - Present
MetLife Investors  August 2007 - August 2013

Education
Cumberland University   1991 — 1995

Paul Junek Paul Junek Greater Minneapolis-St. Paul Area Details
Paul Junek's Ameriprise Financial Experience March 2012 - Present
Job Financial Advisor at Joern, Samaha, Ryan & Assoc. of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   March 2012 - Present
Volunteer Lawyers Network  November 2010 - November 2011
Thomson Reuters  May 2009 - August 2009
Minnesota Court of Appeals  June 2008 - August 2008
Cornell Information Technologies, Academic Technology Center   May 2005 - May 2007

Education
University of Minnesota Law School   2007 — 2010
Doctor of Law (JD)

Cornell University   2003 — 2007
B.A., Sociology, Anthropology

Phillip Sitar, CFP®, CRPC, MBA Phillip Sitar, CFP®, CRPC, MBA Greater Chicago Area Details
Phillip Sitar, CFP®, CRPC, MBA's Ameriprise Financial Experience March 2010 - Present
Job An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial   March 2010 - Present
Edward Jones  November 2007 - March 2010
CNA  May 2005 - October 2007
Caruso Management   2003 - 2006
CNA Insurance  March 2004 - May 2005
CNA Financial Corporation  March 2002 - March 2004
Harrah's Entertainment  1997 - 2002

Education
Loyola University Chicago   2003 — 2006
Masters, Business (emphasis in Finance)

DePaul University   1998 — 2001
Bachelor, Accounting

Northern Illinois University   1994 — 1996
General Education

John Goodhouse John Goodhouse Portland, Oregon Area Details
John Goodhouse's Ameriprise Financial Experience 2008 - 2009
Job Independent Insurance Agent affiliated with Choices Insurance Agency
Industry Financial Services
Experience
Choices Insurance Agency   December 2013 - Present
COUNTRY Financial  2009 - November 2013
Ameriprise Financial   2008 - 2009
Goodhouse Products   2006 - 2009
Waddell & Reed Financial Services  2002 - 2004

Skills
Property & Casualty..., Commercial Insurance, General Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Umbrella Insurance, Business Networking, Public Speaking, Insurance, Long-term Care, Homeowners, Whole Life, Leadership, Key Person Insurance, Long Term Care Insurance, Small Business, Marketing, Sales, Customer Service, Coaching, Team Building, Strategic Planning, Event Planning, Training

Education
Concordia University-Portland   1999 — 2001
BS, Business Management

ITT Tech   1997 — 1999
AS, Computer Aided Drafting

Jimmy Huang, CPA Jimmy Huang, CPA Chicago, Illinois Details
Jimmy Huang, CPA's Ameriprise Financial Experience June 2009 - August 2009
Job Fund Accountant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC  August 2011 - Present
Sidley Austin LLP  February 2010 - July 2011
Ameriprise Financial   June 2009 - August 2009
Northern Trust  June 2005 - August 2006

Skills
Investments, Asset Management, Tax, Mutual Funds, Microsoft Office, Sungard GMI, Asset Managment, Accounting, Equities, Internal Controls, Account Reconciliation, Financial Analysis, Finance, Microsoft Excel

Education
DePaul University   2006 — 2011
B.S., Accounting, Finance

Laura Zimmerman Laura Zimmerman Greater Chicago Area Details
Laura Zimmerman's Ameriprise Financial Experience 1993 - 1995
Job Chief Marketing Officer, Group Insurance at Guardian Life
Industry Financial Services
Experience
Guardian Life  July 2014 - Present
BridgeStar Solutions LLC   August 2012 - June 2014
Aon Hewitt  2011 - June 2012
Legg Mason  2010 - 2011
Allstate  1998 - 2009
Allstate  1995 - 1998
Ameriprise Financial   1993 - 1995
Ameriprise Financial   1990 - 1992
Ameriprise Financial   1989 - 1990
Ameriprise Financial   1986 - 1988

Skills
Insurance, Marketing, New Business Development, Competitive Intelligence, Cross-functional Team..., Marketing Strategy, Marketing Research, Integrated Marketing, Strategic Planning, Talent Management, Marketing Communications, Innovation, Product Development, Mutual Funds, Change Management, Asset Management, Management, Finance, CRM, Strategy, Business Planning, E-commerce, B2B, Brand Development, Strategic Communications, Mergers & Acquisitions, Social Media Marketing, Customer Insight, Executive Management

Education
Northwestern University - Kellogg School of Management   1984 — 1986
MBA

Dartmouth College   1976 — 1980
Bachelor of Arts, cum laude

Glenbrook North

Miriam Lopez, MBA, CFP®, CLU®, ChFC® Miriam Lopez, MBA, CFP®, CLU®, ChFC® Greater New York City Area Details
Miriam Lopez, MBA, CFP®, CLU®, ChFC®'s Ameriprise Financial Experience December 1993 - February 2005
Job Financial Advisor
Industry Financial Services
Experience
U.S. Financial Services, LLC   February 2005 - Present
William Paterson University  September 2011 - September 2014
Essex County College  September 2010 - May 2012
Ameriprise Financial   December 1993 - February 2005
AMS Global Inc.   September 1989 - December 1992
Leslie, Weinert & Company   1986 - 1989
ING Investment Banking (formerly NMB Bank)   1985 - 1986

Skills
Public Speaking, Financial Analysis, Strategic Financial..., Retirement Planning, Strategic Planning, Non-profits, Series 7, Investments, Wealth Management, Financial Planners, Fundraising, Accounting, Estate Planning, Financial Advisory, Financial Services, Securities, Retirement, Small Business, Nonprofits, Fixed Annuities, Finance, Credit, Mutual Funds, Asset Management, Investment Advisory, FINRA, 401k, Portfolio Management, Financial Planning

Education
Pace University - Lubin School of Business   1978 — 1983
MBA, Finance

Bergen LEADS   2010 — 2011
Leadership Program

Daemen College   1972 — 1976
B.A., Spanish Literature, Minor in Business

Aparna Sarin Aparna Sarin New York, New York Details
Aparna Sarin's Ameriprise Financial Experience 2002 - 2003
Job Vice President (Risk Management) American Express
Industry Financial Services
Experience
American Express  September 2015 - Present
American Express  April 2015 - September 2015
American Express  January 2011 - April 2015
American Express  November 2008 - January 2011
American Express  2006 - 2008
Ameriprise Financial   2002 - 2003

Skills
Risk Management, Predictive Modeling, Predictive Analytics, Credit Cards, Risk Analytics, Credit Risk, Statistical Modeling, SAS, Analytics, Basel II, Business Analytics, Credit, Financial Risk, Portfolio Management

Education
Delhi School of Economics   2000 — 2002
MA Economics, Economics, Econometrics

Timothy Adrian Timothy Adrian Minneapolis, Minnesota Details
Timothy Adrian's Ameriprise Financial Experience May 2010 - Present
Job Sales Supervision Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   May 2010 - Present
Lake Johanna Fire Department  December 2010 - Present
U.S. Bank   June 2003 - May 2010
STRONG INVESTMENTS, INC   July 1998 - January 2003

Skills
Training, Strategic Planning, Mutual Funds, Management, Leadership, Customer Service, Analysis, Financial Services

Education
Concordia University-St. Paul   1990 — 1994
Bachelor of Arts (BA), Business Administration and Management, General

Concordia University-St. Paul   1990 — 1994
Bachelor's degree, Finance and Financial Management Services

Shailendra Gautam Shailendra Gautam Greater Boston Area Details
Shailendra Gautam's Ameriprise Financial Experience October 2010 - November 2010
Job Assistant Vice President,OTC Derivatives at State Street
Industry Information Technology and Services
Experience
State Street  April 2013 - Present
Fidelity Investments  December 2012 - April 2013
State Street  December 2010 - December 2012
Ameriprise Financial   October 2010 - November 2010
MassMutual Financial Group  May 2010 - October 2010
State Street  April 2006 - May 2010
DB  January 2005 - March 2006
Reliance Communications  April 2001 - February 2003

Skills
Business Analysis, SDLC, Project Management, Business Requirements, Requirements Analysis, Requirements Gathering, Visio, Software Project..., Vendor Management, Process Improvement, Business Process..., Software Documentation, PMP, Agile Methodologies, User Acceptance Testing

Education
University of Bridgeport
Master of Science, Electrical Engineering

Dharmsinh Desai Institute of Technology
Bachelor of Engineering, Electronics and Communication

Jason Horwitz, CFP®, CRPC® Jason Horwitz, CFP®, CRPC® Greater Boston Area Details
Jason Horwitz, CFP®, CRPC®'s Ameriprise Financial Experience September 2000 - March 2009
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners  March 2009 - Present
Ameriprise Financial   September 2000 - March 2009

Education
Connecticut College   1996 — 2000
BA, Economics

Dawn Smith CFP®, ChFC, CLTC Dawn Smith CFP®, ChFC, CLTC Greater Boston Area Details
Dawn Smith CFP®, ChFC, CLTC's Ameriprise Financial Experience May 1993 - Present
Job Private Wealth Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   May 1993 - Present
Ameriprise Financial Services, Inc.   1993 - Present

Education
Dartmouth College   1988 — 1992
BA, Psychology

Peter Cina Peter Cina Greater Minneapolis-St. Paul Area Details
Peter Cina's Ameriprise Financial Experience March 2009 - March 2011
Job IT Architecture Consultant, Enterprise Engineering Services UHG/Optum
Industry Information Technology and Services
Experience
UHG (Unified Healthcare Group)   December 2014 - Present
Fulcrum Consulting  March 2011 - December 2014
Ameriprise Financial   March 2009 - March 2011
Ameriprise Financial Services, Inc.   March 2009 - March 2011
TEK Systems  October 2008 - March 2011
Faegre & Benson LLP  February 2009 - March 2009
Connexions Travel Loyalty Services   October 2008 - January 2009
Fulcrum Consulting  May 2007 - October 2008
RBC Dain Rauscher  May 2007 - October 2008
Wells Fargo  2001 - 2007

Skills
Security, Cloud Computing, Servers, Business Analysis, Networking, Windows, Visio, Windows Server, Data Center, Microsoft SQL Server, Disaster Recovery, Integration, Quality Assurance, SDLC, SOA, Enterprise Architecture, Data Warehousing, Enterprise Software, Requirements Analysis, VMware, Active Directory, Infrastructure, Vendor Management, Software Documentation, Agile Methodologies

Education
Concordia College   1985 — 1990
Bachlor of Arts

Benson Senior High   1981 — 1985

Anthony Gericke Anthony Gericke Dubuque, Iowa Area Details
Anthony Gericke's Ameriprise Financial Experience May 2002 - May 2010
Job Attorney at Gericke Law Office
Industry Law Practice
Experience
Gericke Law Office   May 2010 - Present
Ameriprise Financial   May 2002 - May 2010
American Express Financial Advisors  November 1996 - May 2002

Skills
Negotiation, Legal Assistance, Litigation, Courts, Appeals, Depositions, Fraud, Financial Services, Investments, Nonprofits, Public Speaking, Wealth Management, Business Litigation, Customer Service, Securities Regulation, Asset Management, Insurance Law, Intellectual Property, Licensing, Trusts, Securities, Leadership

Education
Creighton University School of Law   1991 — 1994
J.D., Law

Iowa State University   1987 — 1991
B.S., History

Neil Huotari Neil Huotari Greater Minneapolis-St. Paul Area Details
Neil Huotari's Ameriprise Financial Experience September 2006 - May 2009
Job at
Industry Security and Investigations
Experience
Enbridge Energy  October 2013 - Present
King Rogers Group, LLC   May 2009 - September 2013
Aizax Security Solutions   May 2009 - November 2012
Ameriprise Financial   September 2006 - May 2009
Target  April 2004 - August 2006
85th Training Division, US Army   November 2002 - April 2004
79th MP Company, US Army   October 2000 - October 2002
Department of Justice, Bureau of Prisons  February 1992 - November 2001

Skills
Physical Security, Private Investigations, Corporate Security, Security, Investigation, Security Training, Counterterrorism, Workplace Violence, Fraud, Police, Personal Security, Security Management, National Security, Intelligence, Risk Assessment, Policy, Surveillance, Crisis Management, Security Operations, Emergency Management, Executive Protection, Security Awareness, Training, Vulnerability Assessment, Military, Leadership, Management

Education
Concordia College   1987 — 1991
BA, Political Science/Sociology

Concordia College, Moorhead, MN
Political Science Sociology

Benjamin Gau Benjamin Gau New York, New York Details
Benjamin Gau's Ameriprise Financial Experience May 2009 - September 2009
Job Senior Research Analyst at Radius Global Market Research
Industry Market Research
Experience
Radius Global Market Research  July 2014 - Present
Radius Global Market Research  April 2013 - June 2014
Benenson Strategy Group  September 2011 - March 2013
Concordia Publishing House  June 2010 - July 2010
Brent Smith Appraisals   May 2006 - May 2010
Ameriprise Financial   May 2009 - September 2009

Skills
Microsoft Office suite, Office Administration, Real Estate, Market Research, PowerPoint, Microsoft Word, Microsoft Excel, Analysis, Data Analysis, Market Analysis, Nonprofits, Microsoft Office, Strategy, Qualitative Research, Marketing Research, Quantitative Research

Education
Concordia University-Ann Arbor   2007 — 2011
Bachelor's Degree, Business Administration, Marketing Concentration

Universidad Veritas   2011 — 2011
Business Administration, Spanish, Logistics, Intercultural Communications

Natalie McIntosh Natalie McIntosh Waves, North Carolina Details
Natalie McIntosh's Ameriprise Financial Experience February 2009 - March 2010
Job Director of Operations at REAL Watersports
Industry Recreational Facilities and Services
Experience
REAL Watersports  April 2010 - Present
Ameriprise Financial   February 2009 - March 2010
Ameriprise Financial   January 2006 - February 2009
Ameriprise Financial   January 2004 - December 2005
Ameriprise Financial   October 2002 - December 2004

Skills
Leadership, Team Building, Program Management, Project Management, Event Planning, Marketing, Strategic Planning, Strategy, Insurance, Nonprofits, Training, Social Media, Management

Education
Connecticut College   1982 — 1986
BA, English and Art History

The Blake School

Bobbie Sawyer Bobbie Sawyer Atlanta, Georgia Details
Bobbie Sawyer's Ameriprise Financial Experience May 2008 - September 2008
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual  March 2012 - Present
Northwestern Mutual  October 2008 - February 2012
Creative Memories  March 1993 - December 2009
Ameriprise Financial   May 2008 - September 2008
Raymond James Financial  July 2006 - May 2008
Smith Barney  November 1999 - January 2002

Education
Cornerstone University   1978 — 1980

Paul Czeropski, PMP® Paul Czeropski, PMP® Oklahoma City, Oklahoma Area Details
Paul Czeropski, PMP®'s Ameriprise Financial Experience March 2005 - April 2010
Job Sr. Project Manager at INTEGRIS Health
Industry Information Technology and Services
Experience
INTEGRIS Health  June 2013 - Present
Synergy HomeCare of Overland Park   August 2010 - July 2013
Payless ShoeSource  April 2012 - May 2013
Genesis10  March 2011 - May 2013
Bank of America  March 2011 - March 2012
Ameriprise Financial   March 2005 - April 2010
American Express Financial Advisors  June 1999 - March 2005
Northwest Airlines  October 1996 - June 1999
Compuware  December 1994 - October 1996
Health Risk Management, Inc.   December 1991 - December 1994

Skills
Strategic Planning, Mentoring, Process Improvement, Vendor Management, Business Analysis, SDLC, Program Management, Project Management, Change Management, Team Building, Business Process..., Cross-functional Team..., PMO, Leadership, PMP, Visio, IT Strategy, Resource Management, Management, Project Planning, Budgets, Software Development, Software Project..., Team Leadership, Requirements Analysis, Project Portfolio..., Project Delivery, SharePoint, IT Management, Management Consulting, MS Project, Six Sigma, ITIL, Team Management, Outsourcing, Requirements Gathering, Strategy, Contract Negotiation, Performance Management, SOW, Vendor Contracts, CRM

Education
Wright College   1989 — 1990
Business & IT program

DePaul University   1980 — 1981
Liberal Arts & IT program

Jonathan Etkin Jonathan Etkin Greater New York City Area Details
Jonathan Etkin's Ameriprise Financial Experience January 2009 - August 2010
Job Principal Examiner Member Regulation Department at FINRA
Industry Financial Services
Experience
FINRA  February 2011 - Present
Ameriprise Financial   January 2009 - August 2010
J. & W. Seligman & Co., Incorporated   June 2005 - December 2008
MetLife  July 1997 - June 2005
MetLife  November 1990 - July 1997
MetLife  June 1987 - November 1990
MetLife  August 1980 - June 1987

Skills
Mutual Funds, Securities, AML, Hedge Funds, Investments, FINRA, Fixed Income, Due Diligence, Financial Services, Finance, Analysis, Financial Modeling, Insurance, Securities Regulation, Strategic Financial..., Internal Controls

Education
Pace University - Lubin School of Business   1982 — 1986
MBA, Finance Management

Connecticut College   1976 — 1980
BA, Government

University of Pennsylvania   1978 — 1979

Alex Beckey Alex Beckey Greater Minneapolis-St. Paul Area Details
Alex Beckey's Ameriprise Financial Experience 2003 - 2005
Job Partner at BUILD TWIN CITIES
Industry Construction
Experience
BUILD TWIN CITIES   2009 - Present
Cutting Edge Building Solutions   2006 - Present
Owner Built Homes   2005 - 2006
Ameriprise Financial   2003 - 2005

Skills
Financial Planning, Financial Modeling, Retirement Planning, Estate Planning, Investment Advisory

Education
Creighton University   1989 — 1993
B.S.B.A., Finance & Economics

Bob Arndt Bob Arndt Greater Minneapolis-St. Paul Area Details
Bob Arndt's Ameriprise Financial Experience 1989 - 2008
Job Principal at Arndt & Associates, LLC compliance consulting services for financial services, education and healthcare.
Industry Financial Services
Experience
Arndt & Associates   2009 - Present
Ameriprise Financial   1989 - 2008
First Minnesota Savings Bank   1976 - 1989

Skills
Compliance, Risk Assessment, Data Privacy, Training, Regulatory Requirements, Privacy Regulations, Certified Information..., HIPAA, Securities Regulation, FERPA, Information Security, Class Actions, Series 24, Litigation, Fraud, PCI DSS, ISO 27001, Auditing, Risk Management, Program Management

Education
Dartmouth College   1971 — 1975
A.B., Economics

University of Minnesota-Twin Cities
MBA, Finance

Kristin Erickson, CRPC Kristin Erickson, CRPC Portland, Oregon Area Details
Kristin Erickson, CRPC's Ameriprise Financial Experience April 2004 - October 2012
Job Financial Advisor
Industry Financial Services
Experience
SageStone Financial a financial advisory practice of Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Financial   April 2004 - October 2012
BNI Rose Quarter   2010 - October 2011
Credence Systems Corporation  November 1992 - October 2002

Education
College For Financial Planning   2007 — 2007
CRPC, Financial Planning

Daniel Webster College   1986 — 1990
Bachelor of Science (BS)

Mount Washington College   1986 — 1988
AA, Business

Angela Loeffler Angela Loeffler Greater Chicago Area Details
Angela Loeffler's Ameriprise Financial Experience December 2004 - October 2008
Job Benefits Analyst
Industry Financial Services
Experience
Chicago Policemen's Annuity and benefit Fund   May 2015 - Present
The Robinson Financial Group   December 2014 - February 2015
Teamsters Local 727   September 2012 - May 2014
MB Financial Bank  June 2010 - September 2012
VALIC  October 2008 - June 2010
Ameriprise Financial   December 2004 - October 2008
Fleet Capital Leasing  2000 - 2004
National Futures Association  1998 - 2000
McCullough, Campbell & Lane   1996 - 1998

Skills
Series 7, Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Uniform Combined State..., Investments, Asset Allocation, Mutual Funds, Securities, Equities, Retirement, Financial Planners, Financial Goals, Portfolio Management, Investment Strategies, Asset Managment, Financial Advisory, Insurance, Financial Analysis, Financial Services, Fixed Annuities, Investment Advisory, Life Insurance, Pensions, Fixed Income, Finance, Asset Management, Tax, Series 63, Mortgage Lending, Alternative Investments, Financial Modeling, Financial Planning, 401k

Education
DePaul University   1999 — 2004
MBA, Finance

University of Iowa   1993 — 1996
B.S., Economics

John Godeen John Godeen Dallas/Fort Worth Area Details
John Godeen's Ameriprise Financial Experience January 2003 - December 2004
Job Associate Partner at IBM
Industry Management Consulting
Experience
IBM Global Business Process Services  April 2013 - Present
IBM Global Business Services  January 2008 - April 2013
ConAgra Foods  November 2005 - October 2007
Kinetic Solutions  April 2005 - June 2005
Ameriprise Financial   January 2003 - December 2004
Accenture  April 1998 - September 2002

Skills
Leadership, Workshop Facilitation

Education
Creighton University   2003 — 2006
MBA

Winona State University   1989 — 1994
B.S., Business Administration

Kristen Hall Kristen Hall Greater Minneapolis-St. Paul Area Details
Kristen Hall's Ameriprise Financial Experience June 2002 - July 2008
Job Director, Marketing Automation at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc.   July 2008 - Present
Ameriprise Financial   June 2002 - July 2008

Skills
Financial Services, Relationship Management, Vendor Management, CRM, Change Management, Analytics, Direct Marketing, Process Improvement, Interactive Marketing, Leadership, Project Management, Marketing, Lead Management, Resource Management, Distributed Applications, Technology Roadmapping, Atlassian JIRA, Tempo, Atlassian Confluence

Education
DePauw University   1989 — 1993
Bachelor of Arts, Political Science

Edina High School

Joseph McRae, CFA, CFP®, MBA Joseph McRae, CFA, CFP®, MBA Greater Minneapolis-St. Paul Area Details
Joseph McRae, CFA, CFP®, MBA's Ameriprise Financial Experience 1990 - 1997
Job Partner, Vantage Point Wealth Management
Industry Investment Management
Experience
Vantage Point Wealth Management   June 2008 - Present
Principal Financial Group  April 2006 - June 2008
Securian Financial Group  October 1999 - March 2006
JNBA Financial Advisors  May 1997 - October 1999
Ameriprise Financial   1990 - 1997

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

Education
University of Minnesota - Carlson School of Management   2001 — 2005
MBA, Finance

Dartmouth College   1985 — 1989
BA, Chemistry

Red Wing High School   1982 — 1985

Eddie Dolan Eddie Dolan New York, New York Details
Eddie Dolan's Ameriprise Financial Experience January 2010 - August 2012
Job Software Engineer
Industry Computer Software
Experience
Drive Sally   May 2015 - Present
Hack Reactor  January 2015 - August 2015
Hot Yoga Plus  March 2014 - November 2014
Ernst & Young  November 2012 - March 2014
Ameriprise Financial   January 2010 - August 2012
Wells Fargo  May 2011 - August 2011

Skills
Data Analysis, Financial Modeling, Finance, JavaScript, Node.js, Valuation, Financial Analysis, Backbone.js, Python, GruntJS, Economics, MongoDB, SQL, Public Speaking, AngularJS, Meteor

Education
Vanderbilt University - Owen Graduate School of Management   2012 — 2013
MAcc Valuation, Finance/ Accounting

Davidson College   2008 — 2012
Economics

Deerfield Academy   2004 — 2008

James Crowell James Crowell New York, New York Details
James Crowell's Ameriprise Financial Experience 2005 - May 2008
Job Advisory, Financial Services
Industry Financial Services
Experience
EY  September 2014 - Present
Booz Allen Hamilton  November 2013 - October 2014
Booz Allen Hamilton  January 2013 - November 2013
Microsoft  August 2011 - January 2012
Mammalfish   June 2011 - August 2011
Crawfish for Cancer, Inc.   July 2008 - July 2010
Ameriprise Financial   2005 - May 2008

Skills
Series 7, Financial Modeling, Series 63, Valuation, Investments, Financial Analysis, Fundraising, Portfolio Management, Equities, Asset Managment, Bloomberg, Corporate Finance, Strategy, Business Strategy, Finance

Education
Cornell University - Johnson Graduate School of Management   2010 — 2012
MBA, Accounting and Finance

New York University - Leonard N. Stern School of Business   2008 — 2008
Stern Advantage Certification, Accounting, Finance, Management

Williams College   2001 — 2005
B. A., Economics

Scott Howard Scott Howard Greater Minneapolis-St. Paul Area Details
Scott Howard's Ameriprise Financial Experience January 2006 - January 2012
Job Mutual Funds at Mairs & Power Investment Counsel
Industry Financial Services
Experience
Mairs & Power - Investment Counsel   October 2011 - Present
Ameriprise Financial   January 2006 - January 2012
American Express Financial Advisors  January 2002 - January 2006
American Express Financial Advisors  January 1998 - January 2002

Skills
Project Management, Finance, Integration, Leadership, Program Management, Management, Analytics, Mutual Funds, Hedge Funds, Marketing, Investments, Financial Services, Fund Administration, Portfolio Management, Relationship Management, Asset Management, Financial Analysis, Risk Management

Education
Concordia College   1979 — 1983
BS, Accounting and Communications

Valerie Johnson, CFP® Valerie Johnson, CFP® Greater Detroit Area Details
Valerie Johnson, CFP®'s Ameriprise Financial Experience Financial Planning CoordinatorFuture Benefits CorporationMarch 2005 - September 2010
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   Financial Planning CoordinatorFuture Benefits CorporationMarch 2005 - September 2010
Westwood College & Robert Morris College   August 2003 - August 2004
Mellon Financial  January 2002 - December 2003
PricewaterhouseCoopers  June 1996 - December 2001
Abbott Middle School  August 1995 - June 1996

Education
DePaul University   1996 — 1998
MS, Mathematics - Statistics

Southern Illinois University, Carbondale   1991 — 1995
BS, Mathematics - Education

Courtney Schumann Courtney Schumann Corpus Christi, Texas Area Details
Courtney Schumann's Ameriprise Financial Experience June 2007 - July 2008
Job Waitress at Blackbeard's
Industry Food & Beverages
Experience
Blackbeard's   Customer Service RepresentativeAaron Rents, Inc.February 2009 - August 2009
JP Morgan Chase  August 2008 - December 2008
Ameriprise Financial   June 2007 - July 2008

Education
Del Mar College   2002 — 2004
Basic Courses Completed. No Major Selected

Daniel Lensing Daniel Lensing Greater St. Louis Area Details
Daniel Lensing's Ameriprise Financial Experience July 2005 - 2009
Job Investment Call Center Sales Representative at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors  September 2012 - Present
TD Ameritrade  October 2009 - August 2012
Ameriprise Financial Advisors  July 2005 - October 2009
Ameriprise Financial   July 2005 - 2009
St. Louis Lithographing   April 2002 - July 2005
Consolidated Graphics  June 1999 - April 2002
Lyon Financial Services   February 1998 - May 1999
The Schwan Food Company  September 1996 - February 1998

Skills
Retirement Planning, Wealth Management, Estate Planning, Business Planning, Financial Planning, Wealth, Retirement, Investment Advisory, Investments, Asset Allocation, Insurance Planning, Financial Advice, Wealth Accumulation, Long Term Care, Inheritance Tax Planning, Asset Management, Annuities, Wealth Transfer, Disability Insurance, IRA's, Investment Strategies, 401k, High Net Worth..., Mutual Funds, Income Protection, Financial Advisory, Retirement Income..., Personal Finance, Insurance, Long-term Care, Financial Analysis, Portfolio Management, Business Strategy, Savings, Asset, Equities, Alternative Investments, Series 7, Securities, Bonds, Options, Fixed Income, Risk Management, Stocks, Corporate Finance, ETFs, Trading, Budgeting, Derivatives, Strategic Planning

Education
Creighton University   2012 — 2015
Masters of Security Analysis and Portfolio Management, Finance and Financial Management Services

Southwest Minnesota State University   1994 — 1998
BS, Finance and Management

Matt Tuttle, CFP® - The Tuttle Group Matt Tuttle, CFP® - The Tuttle Group Greater Minneapolis-St. Paul Area Details
Matt Tuttle, CFP® - The Tuttle Group's Ameriprise Financial Experience May 2002 - Present
Job Private Wealth Advisor, Certified Financial Planner™ at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   May 2002 - Present
Ameriprise Financial   August 2009 - October 2012
Ameriprise Financial Services, Inc.   January 2005 - April 2009

Education
Concordia University-St. Paul   2000 — 2002
BA, Finance

College of St. Scholastica   1998 — 2000
Finance

Ben Crovella Ben Crovella Boston, Massachusetts Details
Ben Crovella's Ameriprise Financial Experience June 2006 - August 2006
Job Management Consultant
Industry Retail
Experience
Deloitte  August 2015 - Present
United States Marine Corps  September 2007 - Present
Deloitte  May 2014 - August 2014
Citi  July 2011 - July 2013
Militrans   March 2012 - June 2013
Fidelity  May 2007 - September 2007
Cornell Information and Visitor Relations   February 2004 - May 2007
Ameriprise Financial   June 2006 - August 2006
Camp Pathfinder  July 2000 - August 2004
Waterville Valley Ski Resort  November 2001 - February 2003

Skills
Series 7, Series 55, Series 3, Equity Trading, Credit Trading, ETFs, Public Speaking, Data Analysis, Risk Management, Strategic Planning, Bloomberg, PowerPoint, VBA, Military Logistics, Supply Chain..., Security Clearance, Military Operations, Economics, Analysis, Investments, Program Management, Financial Modeling, Portfolio Management, Leadership, Strategy, Management, Valuation, FINRA

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (MBA), Graduate with Honors - Double Major in Strategic Management and Operations

Cornell University   2003 — 2007
B.S., Dyson School of Applied Economics and Management - Magna Cum Laude

Boston College High School   1999 — 2003
High School, Honors/Regents High School/Secondary Diploma Program

INSEAD
Master of Business Administration (MBA), Post-Graduate Exchange

Michele Valentine Michele Valentine Saginaw, Michigan Area Details
Michele Valentine's Ameriprise Financial Experience January 2004 - June 2012
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley  June 2012 - Present
Ameriprise Financial   January 2004 - June 2012
Morgan Stanley  September 2000 - January 2004

Skills
Series 7, Series 63, Insurance, Annuities, Microsoft Office, Mutual Funds, Retirement Planning, Wealth Management, Marketing, Asset Allocation, Life Insurance, Variable Annuities, Investment Advisory, Retirement, Uniform Combined State...

Education
Delta College   1988 — 1991
Associates of Liberal Arts, Business Administration

Meredith Lummer Meredith Lummer Greater New York City Area Details
Meredith Lummer's Ameriprise Financial Experience November 2013 - September 2015
Job Components Lab Supervisor at Community Blood Services
Industry Hospital & Health Care
Experience
Community Blood Services  September 2015 - Present
Ameriprise Financial   November 2013 - September 2015
Community Blood Services  February 2015 - August 2015
Community Blood Services  October 2014 - February 2015
Barone Engineering   June 2007 - October 2014
Rainbows For All Children  September 2006 - September 2014
Morristown Memorial Hospital  September 2013 - July 2014
V&R Executive Research Group   January 2012 - June 2014
Wheless Partners  January 2012 - July 2013

Skills
Benefits Negotiation, Executive Search, Internet Recruiting, Applicant Tracking..., Succession Planning, Talent Acquisition, Recruiting, Temporary Placement, Onboarding, Human Resources, Sourcing, Employee Relations, Leadership, Interviews, College Recruiting, Healthcare, Hospitals, Microsoft Excel, Team Building, Management, Healthcare Management, PowerPoint, Microsoft Word, Training, Process Improvement, Public Speaking

Education
Ramapo College of New Jersey   2009 — 2011
Bachelors of Science, Biology

County College of Morris   2007 — 2009
Associates Degree, Liberal Arts

Kristian E. Neira Kristian E. Neira San Francisco Bay Area Details
Kristian E. Neira's Ameriprise Financial Experience April 2008 - August 2008
Job Organization Development Consultant at Oracle
Industry Program Development
Experience
Oracle  March 2015 - Present
Oracle  August 2013 - March 2015
PricewaterhouseCoopers (PwC)   August 2011 - July 2013
California State University, Chico  September 2010 - December 2010
Enterprise Rent-A-Car  November 2008 - December 2010
Pan-American Model United Nations Conference   November 2007 - November 2008
Ameriprise Financial   April 2008 - August 2008
UPS  June 2002 - August 2007

Skills
Program Management, Leadership, Management, Conflict Resolution, Project Management, International Relations, Management Consulting, Research, Customer Service, Public Speaking, Team Building, Training, Conflict Management, Foreign Policy, Negotiation, Budgets, Fundraising, Alternative Dispute..., Qualitative Research, Report Writing, Business Analysis, Data Analysis, Spanish, Public Policy, Policy Analysis, Analysis, Team Leadership, Political Science, Nonprofits, Workshop Facilitation, Policy, Employee Training, Foreign Affairs, Adventure Travel, Creative Problem Solving, Business Planning, Intelligence, Conflict Analysis, Technical Writing, Information Analysis, Writing, Business Intelligence, Governmental Affairs, Project Implementation, international affairs, PM, Photoshop, Premiere Elements

Education
Stanford Center for Professional Development   2014 — 2015
Advanced Project Management Certificate, Advanced Project Management

Creighton University School of Law   2009 — 2010
Master of Science, Negotiation and Dispute Resolution, with a Concentration Organizational and International Conflict

California State University-Chico   2005 — 2007
Bachelor of Arts, International Relations

Theresa Ton, MS Theresa Ton, MS Austin, Texas Area Details
Theresa Ton, MS's Ameriprise Financial Experience July 2004 - January 2006
Job Health Information Technology Professional
Industry Nonprofit Organization Management
Experience
Near North Health Service Corporation  January 2012 - August 2014
Illinois Action for Children  July 2010 - January 2012
Mercy Housing  February 2010 - July 2010
South-East Asia Center  June 2008 - June 2009
Smith Rothchild Financial  January 2006 - May 2008
Ameriprise Financial   July 2004 - January 2006

Skills
Non-profits, Staff Development, Public Speaking, Healthcare, Program Management, Customer Service, Nonprofits, Project Management, Microsoft Excel, Access, Strategic Planning, Data Analysis, Budgets, Healthcare Information..., PowerPoint, Community Outreach

Education
Columbia University in the City of New York   2013 — 2013
Graduate Certificate, Health Information Technology

Spertus Institute   2008 — 2010
Masters of Science, Nonprofit Management, Concentration in Fundraising Management, Cumulative GPA: 4.01/4.0

DePaul University   2001 — 2004
Bachelor of Science in Commerce, Management Information Systems and Finance, Cumulative GPA: 3.285/4.0

Robyn Leon Robyn Leon Des Moines, Iowa Area Details
Robyn Leon's Ameriprise Financial Experience July 1997 - Present
Job Office Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 1997 - Present
Syntex Animal Health  September 1986 - July 1996

Skills
Budgets, Insurance, Event Planning, Customer Service, Employee Benefits, Leadership, Employee Relations, Recruiting, Accounting, Coaching, Team Building, Strategic Planning, Program Management, Microsoft Excel

Education
Des Moines Area Community College   1981 — 1982

Elba Diaz Patzelt Elba Diaz Patzelt Austin, Texas Details
Elba Diaz Patzelt's Ameriprise Financial Experience February 2011 - November 2011
Job Financial Planning Specialist at Goldman Picker and Associates an Ameriprise Financial Services franchise advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
TD Ameritrade  August 2013 - October 2013
Ameriprise Financial   February 2011 - November 2011
Pioneer Golf, Inc.   June 2010 - February 2011
Wolf Financial Management LLC  March 2008 - July 2009
Wolf Financial Management LLC  December 2005 - March 2008

Skills
Social Media, Facebook, Writing, Copywriting, Blogging, Marketing Communications, SEO, Event Planning, Editing, Series 7, Series 63, Retirement Planning, Retirement Plan..., 401k, IRAs, Investment Advisory, Compliance, FINRA, Administrative..., Office Administration, Secretarial Skills, Office Management, Customer Service, Sales, CRM, Management, Securities, Investments, Financial Planning, Insurance, Leadership, Finance

Education
DePaul University

Ben Gabbert Ben Gabbert Minneapolis, Minnesota Details
Ben Gabbert's Ameriprise Financial Experience 2005 - 2013
Job Business Analyst at Federal Reserve Bank of Minneapolis
Industry Banking
Experience
Federal Reserve Bank of Minneapolis  June 2013 - Present
Ameriprise Financial   2005 - 2013

Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Analysis, Visio, Process Improvement, Project Management

Education
Saint Mary's University of Minnesota   2014 — 2016
Master of Science (M.S.), Project Management, A

Concordia University-St. Paul   2006 — 2008
Bachelor of Arts (B.A.), Computer/Information Technology Administration and Management

Michelle Ranelle-Smedsrud Michelle Ranelle-Smedsrud Greater Minneapolis-St. Paul Area Details
Michelle Ranelle-Smedsrud's Ameriprise Financial Experience August 2005 - October 2008
Job Director Internal Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Ameriprise Financial Services, Inc.   May 2010 - September 2011
Ameriprise Financial Services, Inc.   October 2008 - May 2010
Ameriprise Financial   August 2005 - October 2008
American Express Financial Advisors  March 2002 - August 2005
American Express Financial Advisors  March 2000 - March 2002
American Express Financial Advisors  March 1998 - March 2000
Piper Jaffray, Inc.   June 1997 - March 1998
Piper Jaffray  March 1995 - June 1997
Piper Jaffray, Inc.   March 1993 - March 1995

Skills
Project Management, Marketing, Training, Six Sigma, FINRA, Financial Services, Series 7, Marketing Communications, Strategic Communications, Corporate Communications, Relationship Management, Leadership, Cross-functional Team..., Series 63, Series 24, Change Management, Program Implementation, Internal Communications, Strategy, Management, Product Marketing, Mutual Funds, Program Management, Budgets, Project Planning, Investments, Retirement Planning, Recruiting, Finance, Insurance, Retirement, Human Resources

Education
University of St. Thomas   2003 — 2003
Mini-Masters, Business Communications

Creighton University   1988 — 1992
Bachelor of Science in Business Administration, Management/Communications/Marketing

Elk River High School   1985 — 1988

Charles Lowery, CFA Charles Lowery, CFA Washington D.C. Metro Area Details
Charles Lowery, CFA's Ameriprise Financial Experience July 2006 - September 2006
Job Portfolio Manager at ProShare Advisors, LLC
Industry Investment Management
Experience
ProShare Advisors, LLC  September 2013 - Present
ProShare Advisors, LLC  July 2010 - September 2013
ProShare Advisors, LLC  October 2006 - July 2010
Ameriprise Financial   July 2006 - September 2006

Skills
ETFs, Alternative Investments, Mutual Funds, Derivatives, Equities, Asset Management, Trading, Bloomberg, Swaps, Equity Research, Investment Strategies, Asset Allocation, Portfolio Management, Fixed Income, Capital Markets

Education
Georgetown University   2002 — 2006
BS in Business Administration, Finance/Management, Cum Laude

Deerfield Academy   1998 — 2002
High School Diploma

Natasha Jaroscak Natasha Jaroscak Greater Minneapolis-St. Paul Area Details
Natasha Jaroscak's Ameriprise Financial Experience April 2011 - October 2012
Job Marketing manager focused on creating and delivering on Thomson Reuters Litigation strategy for Large Law Firms
Industry Marketing and Advertising
Experience
Thomson Reuters  June 2015 - Present
Thomson Reuters  October 2012 - June 2015
Ameriprise Financial   April 2011 - October 2012
Ameriprise Financial   March 2009 - January 2010
Ameriprise Financial   April 2007 - February 2009
Chamber Orchestra Kremlin   January 2006 - May 2006

Skills
Marketing, Event Management, Program Management, Fundraising, Management, Budgets, Marketing Communications, Marketing Strategy, Financial Services, Email Marketing, Series 7, Strategic Planning, Direct Mail, Strategic Financial..., Online Advertising, Analysis, Social Media Marketing

Education
Indiana University Bloomington   2004 — 2006
MAAA, Public Relations, Arts Administration, Marketing

DePauw University   2000 — 2004
BA, Art Hisotry, Theatre

Anthony Doukas Anthony Doukas Greater Chicago Area Details
Anthony Doukas's Ameriprise Financial Experience April 2015 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   April 2015 - Present
United States Marine Corps  February 2014 - Present
United States Marine Corps  September 2009 - Present
United States Marine Corps  June 2013 - February 2014
United States Marine Corps  February 2011 - June 2013
United States Marine Corps  June 2011 - January 2012
United States Marine Corps  September 2009 - February 2011

Skills
Financial Analysis, Financial Planning, Financial Advisory, Military, Security Clearance, Military Operations, Military Experience, Leadership, Training, Public Speaking, DoD, Risk Management, Microsoft Office, Command, Procedure Development, Data Analysis, Emergency Medicine, Helicopter Operations, Leadership / Management, Public Relations /..., Microsoft Office Suite, First Responder..., Operational Planning, Defense, Force Protection, National Security

Education
Craven Community College   2014 — 2014
Emergency Medical Technician - Basic Certification, Emergency Medicine

United States Naval Flight Training   2007 — 2009
Pilot's Certificate, Helicopter Aviation

Survival Evasion Resistance Escape (SERE) Course   2007 — 2007
Certification

United States Naval Academy   2002 — 2006
Bachelor of Engineering (BEng), Robotics and Systems Engineering, 2.95

National Outdoor Leadership School (NOLS)   2005 — 2005
Leadership, Wilderness Living, Wilderness Medicine

Ryan Benson Ryan Benson Greater Minneapolis-St. Paul Area Details
Ryan Benson's Ameriprise Financial Experience July 2006 - November 2008
Job Manager of Transfer Pricing Accounting at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  August 2014 - Present
Thomson Reuters  June 2012 - August 2014
Thomson Reuters  November 2008 - June 2012
Ameriprise Financial   July 2006 - November 2008
Ameriprise Financial   January 2004 - June 2006
American Express Financial Advisors  January 2001 - December 2003

Skills
Budgeting, Asset Management, Forecasting, SOX, Reporting & Analysis, Strategic Planning, Management, Budgets, Asset Managment, Strategic Financial..., Financial Planning, Strategy, Financial Analysis, Accounting, Analysis

Education
Concordia University-St. Paul   1995 — 1999
BBS, Accounting & Finance

Bill Kramer Bill Kramer Greater Chicago Area Details
Bill Kramer's Ameriprise Financial Experience November 2007 - December 2007
Job Consultant at Workbridge Associates
Industry Information Technology and Services
Experience
Workbridge Associates  March 2015 - Present
Cars.com  September 2012 - July 2014
DePaul University  May 2010 - September 2012
US Census Bureau  April 2009 - May 2009
The Tranel Financial Group  August 2008 - October 2008
JPMorgan Chase  February 2008 - August 2008
Ameriprise Financial   November 2007 - December 2007
MetLife  June 2004 - November 2007
Washington Mutual  June 2002 - August 2003
Greenbrier & Russel  April 1998 - June 2002

Skills
Web Development, Front-end, HTML 5, HTML, CSS, jQuery, JavaScript, JSON, SASS, Grunt, Bootstrap, XHTML, XML, JSP, JSTL, Java, Eclipse, CanJS, Git, Node.js, Lighttpd, Stylus, Agile Methodologies, Scrum, ASP.NET, Software Development, Web Services, PHP, Oracle, Web Applications, Database Design, Databases, SQL, MySQL

Education
DePaul University
E-Commerce Technology

Harper College
.NET Web Development

Miami University
Bachelor of Science, Business

Kelly Dale Kelly Dale St. Cloud, Minnesota Area Details
Kelly Dale's Ameriprise Financial Experience October 2013 - December 2013
Job Associate Assessment Designer at Atomic Learning
Industry E-Learning
Experience
Atomic Learning  May 2014 - Present
PENN PRODUCTIONS   January 2013 - April 2014
Eager to Learn   October 2010 - April 2014
Ameriprise Financial   October 2013 - December 2013
GEM Minneapolis  March 2013 - September 2013
Stormwind Studios  January 2011 - March 2013
STG International, Inc  September 2009 - December 2010
Booz Allen Hamilton  January 2004 - August 2009
Saint Cloud Technical & Community College   2008 - 2009
Reach-Up, Inc.   1995 - 2004

Skills
Leadership Development, Training, Strategic Planning, Team Building, Coaching, Public Speaking, Program Management, Leadership, E-Learning, Instructional Design, Project Management, Team Leadership, Marketing, Customer Service, Organizational..., Account Management, Process Improvement, Sales, New Business Development, Recruiting, Performance Management, Strategy, CRM, Marketing Strategy, Email Marketing, Blogging, Business Planning, Digital Marketing, Management, Management Consulting, Social Networking, Social Media, Business Development, Change Management, Online Advertising, Lead Generation, Advertising, Start-ups

Education
Concordia University-St. Paul   2001 — 2003
Master's degree, Organizational Management

National Certified Sr. Instructional Designer and Trainer   2007 — 2014
I am Moving, I am Learning, Education/Teaching of Individuals in Early Childhood Special Education Programs

St. Cloud State University   1990 — 1995
Communication Studies, Business

Osseo Senior High

Sandler Sales Institute
Certificate, President's Club l Professional Sales Consultant l Client Development

Francesca DeLucia Francesca DeLucia New York, New York Details
Francesca DeLucia's Ameriprise Financial Experience May 2009 - August 2009
Job Financial Services representative
Industry Financial Services
Experience
Bloomberg LP  March 2014 - Present
Siegel+Gale  October 2013 - March 2014
Siegel+Gale  February 2012 - October 2013
Estee Lauder  November 2011 - February 2012
Jin Cai International High School   August 2010 - June 2011
University of Miami School of Business Administration  January 2007 - May 2010
Ameriprise Financial   May 2009 - August 2009

Skills
Operations Management, Invoicing, Brand Development, Corporate Branding, International Business, Financial Analysis, Financial Reporting, Financial Accounting, Research, PowerPoint, Microsoft Excel, MS Excel Pivot Tables, Budgets, Microsoft Office, Market Research, Economics, Accounting, Social Media

Education
University of Miami   2006 — 2010
Dual degrees in Finance and Political Science

Concordia University-Irvine   2010 — 2011
Masters in International Studies, International Business

Justin Adamcyk Justin Adamcyk Greater Los Angeles Area Details
Justin Adamcyk's Ameriprise Financial Experience September 2007 - May 2008
Job Manager at Huron Consulting Group
Industry Hospital & Health Care
Experience
Huron Consulting Group  December 2014 - Present
Huron Consulting Group  December 2012 - Present
Huron Consulting Group  May 2011 - December 2012
ILS Centum Academy   November 2009 - December 2010
UBS Wealth Management  March 2008 - August 2009
Ameriprise Financial   September 2007 - May 2008

Skills
Data Analysis, Financial Analysis, Client Engagement, Vendor Relations, Contract Negotiations, Process Improvement, Contract Negotiation, Customer Engagement, Financial Modeling, Strategy, Business Process..., PowerPoint, Analytics, Microsoft Word, Competitive Analysis, SharePoint, Finance, Healthcare, Negotiation, MS Project, Management Consulting, Procurement, Business Analysis, Leadership, Management

Education
DePaul University   2005 — 2009
Bachelor of Science, Finance Honors

Christine Law Chapman Christine Law Chapman Greater Minneapolis-St. Paul Area Details
Christine Law Chapman's Ameriprise Financial Experience December 2006 - June 2008
Job Graduate Student at Hazelden Graduate School of Addiction Studies
Industry Mental Health Care
Experience
Beautycounter  July 2015 - Present
Stella & Dot  May 2012 - Present
CBC Machining, INC   July 2012 - January 2015
Favorite Healthcare Staffing  March 2014 - November 2014
CBC Machining, INC.   July 2012 - February 2014
Favorite Healthcare Staffing  January 2011 - June 2012
Pete Tacheny Roofing & Siding, Inc.   September 2008 - April 2009
Ameriprise Financial   December 2006 - June 2008
Advantage Human Resourcing  October 2006 - December 2006
Tan I Am   December 2000 - November 2006

Skills
Corporate Recruiting, Health Care Recruiting, Employee Referral..., Human Resources, High Level Of..., Project Staffing, Adobe Creative Suite, Microsoft Office, Lotus Notes, PeopleSoft, Adobe, Staffing, Recruiting, Resume Writing, Cold Calling, Screening, Temporary Staffing, New Hire Orientations, Contract Recruitment, Onboarding, Training, Hiring, Building Relationships, Employee Relations, Positivity, Applicant Tracking..., Interviews, HR Policies, Talent Acquisition, Temporary Placement

Education
Hazelden Graduate School of Addiction Studies   2015 — 2017
Master of Arts (M.A.) in Addiction Counseling: Advanced Practice, Mental Health Counseling/Counselor

Concordia University-St. Paul   2003 — 2005
Bachelor of Arts (B.A.), Human Resource Management

University of Northwestern - St. Paul   2002 — 2003
General Studies

Tom Gilmour, CFP®, CRPC® Tom Gilmour, CFP®, CRPC® Greater New York City Area Details
Tom Gilmour, CFP®, CRPC®'s Ameriprise Financial Experience January 2006 - March 2009
Job Product Manager at LearnVest
Industry Financial Services
Experience
LearnVest  December 2013 - Present
Morgan Stanley  June 2010 - December 2013
MetLife  October 2009 - June 2010
Ameriprise Financial   January 2006 - March 2009
AIDS Resource Foundation for Children  August 2001 - January 2006

Skills
Retirement Planning, Strategic Financial..., Insurance, Series 7, Financial Advisory, Estate Planning, Asset Allocation, Investments, Finance, Leadership, Asset Management, Investment Advisory, Personal Tax Planning, Asset Managment, Retirement, Mutual Funds, Investment Strategies, Securities, Financial Planners, Analysis, 401k, IRAs, Financial Planning, Series 66

Education
Cornell University   1996 — 2000
B.A., Economics, Government

Readella Jones Readella Jones Cleveland/Akron, Ohio Area Details
Readella Jones's Ameriprise Financial Experience June 2004 - May 2009
Job Registered Support Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
USAA  February 2011 - April 2011
United Global Securities, Inc   September 2009 - October 2010
Ameriprise Financial   June 2004 - May 2009
Ameriprise Financial   June 2004 - May 2009
United Global Securities, Inc.   2009 - 2009
American Express Financial Advisors  November 2003 - April 2004
American Express Financial Advisors  November 2003 - April 2004
Jones Contractors   November 2001 - July 2003
EDS, an HP company  February 2001 - July 2003

Skills
Retirement Planning, Investments, Analysis, Insurance, Customer Service, Portfolio Management, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Marketing, Asset Allocation, Finance, Management

Education
Davenport University   2014 — 2016
Master of Business Administration (M.B.A.), Finance, General

University of Michigan   1996 — 2000
Bachelor, English, Psychology, Biology

2010
Masters; School, Theology; Theology

CFP Preparation
Bachelor's Degree; a Bachelor's degree, General Studies; Psychology, English and Chemistry. Played in; music

Denis Burk Denis Burk Greater Minneapolis-St. Paul Area Details
Denis Burk's Ameriprise Financial Experience August 2006 - July 2007
Job IT Consultant; Program Manager / Project Manager
Industry Information Technology and Services
Experience
Prime Therapeutics  2008 - Present
Allianz Life  2009 - 2010
Prime Therapeutics  2008 - 2009
Ameriprise Financial   August 2006 - July 2007
Ameriprise  2005 - 2006
GMAC ResCap  July 2003 - January 2004
GMAC ResCap  2003 - 2003
BCBS  2003 - 2003
Michael Foods  2002 - 2003
Michael Foods  2002 - 2003

Skills
Resource Management, Risk Management, Analysis, Business Intelligence, Project Portfolio..., Leadership, IT Strategy, PMO, CRM, ITIL, Business Analysis, Business Process..., Disaster Recovery, Requirements Gathering, Cross-functional Team..., Vendor Management, User Acceptance Testing, SDLC, Software Documentation, Information Technology, IT Service Management, Business Process, Project Delivery, Program Management, Budgets, Testing, Agile Methodologies, IT Management, Software Project..., Business Continuity, Requirements Analysis, Change Management, Business Requirements

Education
University of St. Thomas   2005 — 2005
Mini-Masters of Software Design

DeVry University-Illinois   1982 — 1984
Electrical and Electronics Engineering

Southern Illinois University, Carbondale   1975 — 1977

Landmark Education

Jeremiah Williamson Jeremiah Williamson Los Angeles, California Details
Jeremiah Williamson's Ameriprise Financial Experience November 2002 - December 2006
Job Financial Advisor / Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2012 - Present
Chase Investment Services Corp  March 2010 - February 2012
Signature Resources  January 2007 - July 2010
Signature Resources  January 2007 - January 2008
Ameriprise Financial   November 2002 - December 2006
Ameriprise Financial Services, Inc.   2004 - 2006

Education
Connecticut College   1972 — 1976
BA, Theatre/Theater

Amanda Schneider Amanda Schneider Greater Minneapolis-St. Paul Area Details
Amanda Schneider's Ameriprise Financial Experience June 2007 - Present
Job Vice President of the CFO Office at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   June 2007 - Present
US Bank  April 2003 - June 2007
Wells Fargo  February 1999 - April 2003

Skills
Leadership, Management, Business Analysis, Risk Management, Financial Modeling, Mergers & Acquisitions, Mergers

Education
University of Minnesota - Carlson School of Management   2005 — 2007
MBA, Finance & International Business

Concordia University-St. Paul   1999 — 2003
MA & BA, Organizational Management & Business Communications

Simley Senior High School

University of St.Gallen

Katherine Houdek Katherine Houdek Greater Minneapolis-St. Paul Area Details
Katherine Houdek's Ameriprise Financial Experience April 2008 - February 2011
Job Sr Research Manager at US Bank
Industry Market Research
Experience
US Bank  February 2011 - Present
Ameriprise Financial   April 2008 - February 2011
Maritz Research  November 2002 - April 2008
Strategic Marketing Resources, Inc.   April 2000 - November 2002
Randstad and MindSharp   August 1998 - April 2000

Skills
Segmentation, Report Writing, Quantitative Research, Marketing Research, Market Research, Analytics, Competitive Intelligence, Consumer Behaviour, Customer Insight, Focus Groups, Online Research, Primary Research, Qualitative Research, Strategic Thinking, Survey Design

Education
Creighton University   1994 — 1998
BA, English: Creative Writing; Certificate of Business Administration

Loren Kollmar Loren Kollmar Minneapolis, Minnesota Details
Loren Kollmar's Ameriprise Financial Experience April 2005 - Present
Job Senior Business Systems Analyst
Industry Financial Services
Experience
Ameriprise Financial Services Inc  2006 - Present
Ameriprise Financial   April 2005 - Present
Ameriprise Financial Services, Inc.   October 2000 - Present
LK Fotography   May 2000 - Present
American Express Financial Advisors  2000 - 2004
Kits Camera's  1994 - 1996

Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Regulatory Requirements, Regulatory Affairs, System Requirements, Project Planning, Project Coordination, Process Improvement, Creative Problem Solving, Six Sigma, MS Office Suite, Lotus Notes, CAMS, BETA, DCM, Business Analysis, Documentation, Testing, Visio, MS Project, Customer Relations, PowerPoint, Excel, Word, Problem Solving, Compliance, Customer Service, Vendor Relations, Microsoft Office, Team Building, Process Development, Analysis, Business Process, Business Process..., Green Belt, CMMI, Microsoft Excel, Microsoft Word, Photography, Digital Photography, Portrait Photography, Event Photography, Thompson One, Outlook, Team Leadership, Software Documentation, Financial Services, Management, Risk Management

Education
Whatcom Community College   1995 — 1997
A.A.S., Political Science

Concordia University-Portland   1993 — 1994

Kate Burbach Kate Burbach Greater Minneapolis-St. Paul Area Details
Kate Burbach's Ameriprise Financial Experience July 2002 - Present
Job Project Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 2002 - Present
Ameriprise Financial   May 2011 - May 2015
Ameriprise Financial   October 2007 - May 2011
Ameriprise Financial   February 2004 - October 2007
Ameriprise Financial Services, Inc.   July 2002 - February 2004

Skills
Business Analysis, Microsoft Excel, Requirements Gathering, Data Analysis, Analysis, Process Improvement, Business Requirements, Business Process..., Requirements Analysis, Business Process, Relationship Management, User Acceptance Testing, Business Intelligence

Education
Concordia University-St. Paul   2005 — 2006
Organizational Management & Communications

Luther College

Diane Mountford Diane Mountford Greater Minneapolis-St. Paul Area Details
Diane Mountford's Ameriprise Financial Experience May 2007 - Present
Job Freelance Theatre Director
Industry Performing Arts
Experience
Ameriprise Financial   May 2007 - Present
Minnesota Shakespeare Project   July 2000 - Present
Freelance  2000 - Present
Theatre in the Round Players  August 2012 - March 2013
Freelance Theatre Work   1988 - 2007
Microsoft Sidewalk  1999 - 2001
Shakespeare in the Park  1997 - 1997
L.A. Women's Shakespeare Co.   1993 - 1997

Skills
Directing, Shakespeare, Acting, Access Database, Theatre, Singing, Storytelling, Art

Education
Dartmouth College   1984 — 1988
BS, Drama

Patty Skroch Patty Skroch Greater Minneapolis-St. Paul Area Details
Patty Skroch's Ameriprise Financial Experience May 2014 - Present
Job Vice President at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial   May 2014 - Present
Ameriprise Financial   1986 - 2011
Ameriprise  July 2006 - July 2008
Ameriprise Financial Advisors  1986 - 2008
American Express Financial Advisors  2003 - 2005

Skills
Series 7, Series 24, Financial Services, Business Process..., Insurance, Human Resources, Trusted Business Partner, Business Excellence, Relationship Management

Education
Concordia College   1982 — 1986
BA, Business Administration/Accounting

Sematawi Tepi-Ra Sematawi Tepi-Ra Washington D.C. Metro Area Details
Sematawi Tepi-Ra's Ameriprise Financial Experience November 2008 - Present
Job Senior Business Systems Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 2008 - Present
Ameriprise Financial   February 2008 - April 2010
Ameriprise Financial   March 2005 - February 2008

Skills
Management, Financial Services, Risk Management, Business Analysis, Securities, Analysis, Mutual Funds, Requirements Gathering, Process Improvement, Investments, PMO

Education
Concordia University-St. Paul
Bachelor's Degree, Organizational Management and Communication

Rick Daley Rick Daley Greater Minneapolis-St. Paul Area Details
Rick Daley's Ameriprise Financial Experience December 2009 - January 2011
Job Sr. Director Service Delivery Technologies at Ameriprise Financial Services, Inc.
Industry Telecommunications
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Ameriprise Financial Services, Inc.   February 2014 - Present
Ameriprise Financial Services, Inc.   January 2011 - February 2014
Ameriprise Financial   December 2009 - January 2011
Ameriprise Financial   October 2005 - November 2009
American Express  1999 - 2005
American Express  1999 - 2005
American Express  1999 - 2005
Deluxe Corporation  1995 - 1999
Delta Air Lines  1989 - 1994

Skills
Call Center, Telecommunications, Budget, Networking, Management, IVR, Telephony, Unified Communications, Active Directory, Hands-on Technical..., Cisco Technologies, Budgets, Vendor Management, Process Improvement, Business Analysis, Call Centers, Technical Support, ITIL, Disaster Recovery, Cisco Call Manager, Data Center, Routers, IT Operations, Integration, Firewalls, IT Service Management, VPN, Wireless, IP, Remote Desktop, Enterprise Software

Education
Concordia University-St. Paul   2006 — 2008
Bachelors, Information Technology in Management

South Central College, Mankato, MN   1981 — 1983
Associates, Computer Maintenance

Paul Mikelson Paul Mikelson Greater Minneapolis-St. Paul Area Details
Paul Mikelson's Ameriprise Financial Experience February 2005 - July 2006
Job Vice President, Subadvised Strategies at Columbia Threadneedle Investments, an affiliate of Ameriprise Financial
Industry Investment Management
Experience
Columbia Threadneedle Investments, an affiliate of Ameriprise Financial   July 2006 - Present
Ameriprise Financial   February 2005 - July 2006
American Express Financial Advisors (now known as Ameriprise Financial)   March 2001 - February 2005
American Express Financial Advisors (contract position)   July 2000 - March 2001
Carlson Kort L.C.   June 1997 - June 2000
Chubb Insurance  August 1996 - June 1997

Skills
Asset Management, Investments, Mutual Funds, Securities, Compliance, Legal Services, Investment Advisory, Investment Management, Finance

Education
Creighton University School of Law   1993 — 1996
J.D., Law

University of Kansas   1988 — 1993
B.S., Journalism

sandeep sekhar sandeep sekhar Greater Minneapolis-St. Paul Area Details
sandeep sekhar's Ameriprise Financial Experience April 2006 - March 2007
Job Consultant at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management  November 2011 - Present
Green Tree Servicing  December 2008 - November 2011
The Hartford  April 2007 - November 2008
Ameriprise Financial   April 2006 - March 2007
TD Bank USA  January 2005 - March 2006
Ameriquest Mortgages   February 2004 - November 2004
Active Health Management  November 2002 - January 2004
Escorts Finance Lmtd.   April 2001 - September 2002

Skills
Project Portfolio..., Financial Services, SDLC, Financial Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Visio, Business Analysis, Vendor Management, Risk Management, Analysis, Business Intelligence, Project Management, Financial Modeling, Business Process, Data Warehousing, Business Requirements, Software Project..., Business Process...

Education
Delhi University
MS Finance

Delhi University
BS Accounting

University of Massachusetts Lowell
MBA

Phil Ekstrand Phil Ekstrand Greater Minneapolis-St. Paul Area Details
Phil Ekstrand's Ameriprise Financial Experience January 2011 - November 2014
Job Senior Print Producer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2014 - Present
Ameriprise Financial   January 2011 - November 2014
Wells Fargo Home Mortgage  September 2010 - January 2011
Woodbury Financial Services  July 2010 - September 2010
RiverSource Investments  December 2001 - December 2008
RiverSource Investments  February 2000 - December 2008
Ameriprise Financial Services  February 2000 - December 2001
Ameriprise Financial Services  April 1998 - February 2000
Ameriprise Financial Services  March 1997 - April 1998
Araz Group   January 1995 - January 1997

Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance

Education
Concordia College   1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General

Concordia College   1988 — 1993
BA, Business Administration; German

Phil DiGregorio Phil DiGregorio Portland, Oregon Area Details
Phil DiGregorio's Ameriprise Financial Experience November 2001 - December 2005
Job Teacher of the Historic Christian Faith
Industry Financial Services
Experience
Self Employed  June 1978 - Present
Ameriprise Financial   November 2001 - December 2005
Lutheran Church MIssouri Synod  June 1978 - June 2001

Skills
Teaching, Mentoring,...

Education
Western Evangelical Seminary   1984 — 1986
Master's Degree, Pastoral Studies/Counseling, A

Concordia Theological Seminary   1974 — 1978
Master's Degree, Theology/Theological Studies, A

Seattle Pacific University   1971 — 1973

Dave Reich Dave Reich Greater San Diego Area Details
Dave Reich's Ameriprise Financial Experience 2007 - 2011
Job EVP, Head of Retirement Partners & Distribution Strategy at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2014 - Present
LPL Financial  May 2011 - June 2014
Ameriprise Financial   2007 - 2011
Ameriprise Financial   2005 - 2007
American Express  2000 - 2005
SEAF Latvia   1999 - 1999
SEAF Latvia   1999 - 1999
American Pool  1989 - 1994

Skills
Financial Services, Retirement, Financial Modeling, Investments, Leadership, Portfolio Management, Finance, Equities, Strategic Planning, Securities, Asset Management, Investment Strategies, Trusted Business Partner, Series 7, Strategic Partnerships, Investment Advisory, Values-based Leadership, Mergers & Acquisitions, Financial Analysis, Team Leadership

Education
Cornell University - S.C. Johnson Graduate School of Management   1998 — 2000
MBA

University of Maryland College Park   1987 — 1996
BS, Finance

Springbrook High School

Paul Eifler Paul Eifler Allentown, Pennsylvania Area Details
Paul Eifler's Ameriprise Financial Experience June 2000 - Present
Job Financial Advisor at Eifler & Netznik, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial   June 2000 - Present

Education
DeSales University   1994 — 1998

John Wynn John Wynn Greater Minneapolis-St. Paul Area Details
John Wynn's Ameriprise Financial Experience April 2005 - May 2006
Job Director BlueCross BlueShield of Minnesota
Industry Insurance
Experience
BlueCross BlueShield of Minnesota  September 2006 - Present
Ameriprise Financial   April 2005 - May 2006
American Express  1990 - 2006

Skills
IT Strategy, Business Process..., Vendor Management, Project Portfolio..., SDLC, Enterprise Architecture, IT Management, Business Analysis, Process Improvement, PMO, Business Architecture, Governance, Requirements Gathering, IT Operations, Integration, Solution Architecture, Infrastructure, IT Service Management, Visio, Business Process, Requirements Analysis, ITIL, Cross-functional Team..., Project Management, Software Project..., Business Intelligence, Program Management, Information Technology, Disaster Recovery, Agile Methodologies, CRM, Resource Management, Waterfall, Outsourcing, Systems Analysis, Change Management, Business Requirements, Business Transformation, SOA, Software Documentation, Software Development, Project Delivery, MS Project, System Deployment, User Acceptance Testing, Business Process Design

Education
Concordia University-St. Paul
Marketing Management

University of St. Thomas

Gerald Winbush Gerald Winbush Greater Chicago Area Details
Gerald Winbush's Ameriprise Financial Experience August 1982 - Present
Job CRPC Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   August 1982 - Present

Education
Dakota Wesleyan University   1972 — 1975
"BS", Economics

Virginia Union University   1971 — 1972
accounting

Nate Tracy Nate Tracy Greater Minneapolis-St. Paul Area Details
Nate Tracy's Ameriprise Financial Experience January 2010 - July 2013
Job Compliance Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   July 2013 - Present
Ameriprise Financial   January 2010 - July 2013
MarketSphere Consulting  July 2008 - August 2009
GE Transportation  May 2007 - May 2008

Skills
Access, Essbase, Data Analysis, Business Analysis, Series 7, Financial Services, Leadership, PowerPoint

Education
Creighton University   2004 — 2008
BA, History, Economics, Magna Cum Laude

John Muldoon, CFP®,CRPC® John Muldoon, CFP®,CRPC® Greater Chicago Area Details
John Muldoon, CFP®,CRPC®'s Ameriprise Financial Experience September 2004 - Present
Job Ascent Financial Partners, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial   September 2004 - Present

Education
DePaul University   2007 — 2008
Certificate Program in Financial Planning, Financial Planning

College for Financial Planning   2007 — 2007
Chartered Retirment Planning Counselor(sm)

Western Illinois University   2000 — 2004
Business, Marketing

Rachael Benedict Rachael Benedict Dallas/Fort Worth Area Details
Rachael Benedict's Ameriprise Financial Experience May 2007 - June 2008
Job Client Service Coordinator at Wealthstar Advisors
Industry Financial Services
Experience
Benedict Wealth Advisory Group   September 2011 - Present
Wealthstar Advisors   November 2011 - March 2013
HomeTelos  October 2010 - September 2011
Southwest Alliance of Asset Managers   June 2009 - November 2010
Quantum/G&A Joint Venture   May 2009 - February 2010
Ameriprise Financial   May 2007 - June 2008
Ameriprise Financial   November 2003 - May 2007
American Express Financial Advisors  January 1998 - October 2003

Skills
Recruiting, Management, Training, Customer Service, Asset Management, Outlook, Operations Management

Education
TechSkills   2009 — 2010
Accounting/Bookkeeping

Dallas County Community College

Stephen F. Austin State University

Larry Hightower Larry Hightower Greater Chicago Area Details
Larry Hightower's Ameriprise Financial Experience 1992 - November 2010
Job BMO Harris Financial Advisors, Inc
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc  July 2011 - Present
Ameriprise Financial   1992 - November 2010
City of North Chicago  1996 - 2007

Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement, Investments, Investment Advisory, Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Finance, Financial Services, Insurance, Financial Advisory, Wealth, Investment Strategies, Financial Planning

Education
DePaul University
Bachelor of Arts (BA)

DePaul University
Bachelor of Arts (B.A.)

Eva Heenan Eva Heenan Greater Boston Area Details
Eva Heenan's Ameriprise Financial Experience March 2006 - February 2010
Job Graduate Student
Industry Medical Practice
Experience
Ameriprise Financial Advisors  February 2010 - October 2012
Ameriprise Financial   March 2006 - February 2010
Ameriprise Financial   October 2005 - March 2006
Pier 1 Imports  June 2005 - January 2006
Connecticut College  October 2004 - June 2005
Connecticut College  April 2002 - October 2004

Skills
Program Management

Education
Franklin Pierce University   2012 — 2015
Master of Physician Assistant Studies, Physician Assistant

Connecticut College   2001 — 2005
BA, Government and Psychology

Franklin Pierce University

UNIVERSITY OF KENT

Keith Langan Keith Langan Indianapolis, Indiana Area Details
Keith Langan's Ameriprise Financial Experience October 2005 - February 2008
Job External Wholesaler at Dreyfus
Industry Financial Services
Experience
Dreyfus  July 2014 - Present
Prudential Investments  April 2010 - June 2014
Riversource Investments  February 2008 - March 2009
J & W Seligman  February 2008 - December 2008
Ameriprise Financial   October 2005 - February 2008

Education
Pace University - Lubin School of Business   2002 — 2005
BBA, Business - Marketing

DeSales University   2001 — 2002
Business

Mark Stenseth Mark Stenseth Greater Minneapolis-St. Paul Area Details
Mark Stenseth's Ameriprise Financial Experience September 2010 - Present
Job Manager Tax at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   September 2010 - Present
Milestone AV Technologies  March 2008 - July 2010
Gander Mountain Company   September 2004 - March 2008
Lenox/Department 56, Inc   March 2000 - September 2004
GMAC Residential Funding Corporation  September 1997 - March 2000
Lurie, Besikof, Lapidus & Co.   August 1996 - September 1997
Caldwell, Taylor & Brown, Ltd   January 1996 - June 1996
US Bank, Trust Tax Services   December 1990 - December 1995
Fiduciary Counseling Inc.   July 1988 - November 1990

Skills
OneSource, Tax Compliance, Mergers, Financial Planning, Financial Reporting, Corporate Tax, Longview, Mergers & Acquisitions, Auditing, CPA, Tax, SEC filings, Income Tax, Finance, Accounting, Strategic Financial..., Fixed Assets, Sales Tax, Budgets, Hyperion Enterprise, Tax Returns, Cash Flow Forecasting, Financial Statements, International Tax, Account Reconciliation, Tax Accounting, FIN 48, Sarbanes-Oxley, Financial Planners, Internal Controls, GAAP, Sarbanes-Oxley Act, Tax Research, Forecasting, Variance Analysis, Cash Flow, General Ledger, Financial Analysis, Financial Accounting

Education
University of St. Thomas   1993 — 1998
MBA, Management Concentration

Concordia College   1984 — 1988
BA, Accounting

James Goforth James Goforth Milledgeville, Georgia Details
James Goforth's Ameriprise Financial Experience 2000 - Present
Job Certified Financial Planner, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   2000 - Present

Education
Dalton State College   1984 — 1987

Tim Swenson, CPA (Inactive), CMA, CFP Tim Swenson, CPA (Inactive), CMA, CFP Greater Minneapolis-St. Paul Area Details
Tim Swenson, CPA (Inactive), CMA, CFP's Ameriprise Financial Experience January 2009 - Present
Job Sr. Business analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   January 2009 - Present
Ameriprise Financial   January 2007 - January 2009
Ameriprise Financial   2001 - 2007
Ameriprise Financial   1999 - 2001
Ameriprise Financial   1997 - 1999
Ameriprise Financial   June 1985 - 1997
Deloitte Haskins & Sells  1982 - 1985

Skills
Strategic Financial..., Financial Analysis, Financial Services, Series 7, Mutual Funds, Financial Advisory, Asset Managment, Asset Allocation, Vendor Management, Finance, Leadership, Business Process

Education
The University of North Dakota   1980 — 1982
MAcc (Master of Accountancy), Accounting

Concordia College   1974 — 1978
BS, Biology

Lisa Pehler Lisa Pehler Greater Minneapolis-St. Paul Area Details
Lisa Pehler's Ameriprise Financial Experience April 2007 - December 2008
Job Project Manager, Information Security Services at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Experis  March 2014 - May 2015
Blue Cross and Blue Shield of Minnesota  September 2013 - March 2014
Hollstadt & Associates  May 2012 - September 2013
Seeking Employment or Consulting Opportunities  February 2012 - May 2012
Genesis10  August 2010 - February 2012
Ameriprise Financial   April 2007 - December 2008
Ameriprise Financial   September 2003 - April 2007
Ameriprise Financial   January 2003 - August 2003
Ameriprise Financial   March 1987 - January 2003

Skills
Change Management, Performance Management, Employee Engagement, Process Improvement, Leadership Development, Recruiting, Leadership, Strategy, Organizational..., Cross-functional Team..., Succession Planning, Business Process..., Management, Project Management

Education
Concordia University-St. Paul
BA, Human Resource Management

Condordia University, St Paul
BA in Human Resource Management

Nathaniel Pederson Nathaniel Pederson Salt Lake City, Utah Details
Nathaniel Pederson's Ameriprise Financial Experience May 2007 - May 2010
Job Associate Operations at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  April 2015 - Present
Columbia Threadneedle Investments, US  May 2010 - April 2015
Ameriprise Financial   May 2007 - May 2010
Nordstrom  October 2002 - April 2006

Skills
Series 63, Series 7, Asset Allocation, Investments, Mutual Funds, Securities, Equities, Fixed Income, Customer Service, Asset Managment, Portfolio Management, Bloomberg, Financial Services, Bonds, Financial Analysis, Microsoft Office, Accounting, Wealth Management, Settlement

Education
DePaul University   2002 — 2005
Bachelors of Science, Management & Economics (minor)

North Park University   2000 — 2002
Business Administration

Yer Suzanne Yang Yer Suzanne Yang Greater Minneapolis-St. Paul Area Details
Yer Suzanne Yang's Ameriprise Financial Experience 2001 - 2012
Job Manager, Business Analysis and Project Management at Lutheran Social Service of Minnesota
Industry Financial Services
Experience
Lutheran Social Service of Minnesota  September 2015 - Present
Lutheran Social Service of Minnesota  September 2013 - September 2015
Lutheran Social Service of Minnesota  2012 - 2013
Ameriprise Financial   2001 - 2012

Skills
Auditing, Budgets, Finance, Leadership, Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Planning, Event Planning, Process Improvement

Education
Concordia University-St. Paul   1995 — 2001
Business Administration, Accounting

Business Administration

Lara Bakir Lara Bakir Houston, Texas Area Details
Lara Bakir's Ameriprise Financial Experience May 2005 - November 2005
Job Marketing Communications Accountant/Analyst (Global) at Schlumberger
Industry Oil & Energy
Experience
Schlumberger  February 2012 - Present
Schlumberger  May 2011 - January 2012
Schlumberger  April 2010 - May 2011
Schlumberger  February 2007 - March 2010
Salient Partners  November 2005 - January 2007
Ameriprise Financial   May 2005 - November 2005
State Street Corporation of Canada   April 2004 - November 2004

Skills
Accounting, Financial Reporting, Financial Analysis, Budgeting, Finance, SAP, Hyperion HFM, Consolidation, Consolidated Financial..., Internal Controls

Education
Concordia University   1999 — 2003
Bachelor of Commerce, Finance, International Business

Liceo Franco Mexicano   1993 — 1999
BREVET/ Diplome de Paris, French speaking certificates

University of Houston
Certificate of Accounting Program, Accounting

Bill Janss Bill Janss Phoenix, Arizona Area Details
Bill Janss's Ameriprise Financial Experience October 2007 - Present
Job Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   October 2007 - Present

Skills
Analytics, SAS, Predictive Analytics, Econometrics, Portfolio Management, Predictive Modeling, Business Analytics, Statistical Modeling, Data Analysis, Data Mining

Education
University of Arizona, Eller College of Management   1997 — 2011
ABD, Economics

University of Minnesota - Carlson School of Management   1994 — 1995
NA, Economics

South Dakota School of Mines and Technology   1992 — 1994
BS, Mathematics

Cornell University   1986 — 1990
BA, History, Philosophy

Angela Hollie Angela Hollie Greater Minneapolis-St. Paul Area Details
Angela Hollie's Ameriprise Financial Experience September 2011 - August 2014
Job Compliance Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Ameriprise Financial   September 2011 - August 2014
Ameriprise Financial Services, Inc.   May 2010 - September 2011
Ameriprise Financial Services, Inc.   February 2006 - May 2010
Ameriprise Financial Services, Inc.   June 2000 - February 2006

Skills
Microsoft Office, Business Analysis, Financial Services, Banking, Wealth Management, Series 7, Time Management, Insurance, Process Improvement, Microsoft Excel, Retirement Planning, Retirement, Risk Management

Education
Dakota County Technical College   2013 — 2017
Associate of Science (A.S.) Network Administration and Security, Focusing on Security and Forensics, 2nd year

Metropolitan State University   1994 — 1997
Bachelor's degree, Human Services Counseling/Chem Dep- Minor-Community Violence Prevention

Karen Pike Karen Pike Greater Boston Area Details
Karen Pike's Ameriprise Financial Experience September 1996 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   September 1996 - Present

Education
D'Amore-McKim School of Business at Northeastern University
MBA, FINANCE

Herbert H. Leham College of CUNY   1969 — 1973
BS, Accounting

Kerry Overton, CRPC Kerry Overton, CRPC San Francisco, California Details
Kerry Overton, CRPC's Ameriprise Financial Experience December 2009 - December 2012
Job Regional Sales Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Ameriprise Financial   December 2009 - December 2012
Ameriprise Financial Services, Inc.   March 2003 - December 2009
Ameriprise Financial Services, Inc.   August 2005 - December 2008
El Paso Energy  October 1996 - October 1999
Cargill Investor Services  June 1994 - October 1996

Skills
Retirement, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Investment Strategies, Financial Planners, Estate Planning, Asset Management, Financial Planning, Retirement Income..., Long Term Care, Savings, Wealth Preservation, Asset Protection, Inheritance Tax Planning, Financial Advice

Education
Connecticut College   1990 — 1994
BA

Loomis Chaffee School   1988 — 1990

Amy Spicer, CFP Amy Spicer, CFP Greater Minneapolis-St. Paul Area Details
Amy Spicer, CFP's Ameriprise Financial Experience January 2010 - June 2011
Job External Wholesaler at Allianz Life
Industry Financial Services
Experience
Allianz Life  May 2014 - Present
Ameriprise Financial Services, Inc.   July 2011 - April 2014
Ameriprise Financial   January 2010 - June 2011
White Earth Reservation Tribal Council   October 2009 - July 2010
The Tuck School Of Business   June 2009 - July 2009

Skills
Insurance, Finance, Investments, Financial Modeling, Series 7, Retirement Planning, Mutual Funds, Asset Management, Financial Services, Valuation, Series 63, Strategic Financial..., Bloomberg, Data Analysis, Due Diligence, Estate Planning, Asset Allocation, Wealth Management, Fixed Income, Investment Banking

Education
Dartmouth College   2005 — 2009
B.A.

Shattuck- St. Mary's High School   2000 — 2005

Matt Jorgensen, CFP® Matt Jorgensen, CFP® Minneapolis, Minnesota Details
Matt Jorgensen, CFP®'s Ameriprise Financial Experience December 2011 - May 2013
Job Product Manager Financial Planning at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Ameriprise Financial   December 2011 - May 2013
Wells Fargo Investments  November 2007 - August 2010
TD Ameritrade Institutional  2005 - 2007

Education
Concordia College

Minnesota State University, Mankato

Thomas Gannon Thomas Gannon San Antonio, Texas Area Details
Thomas Gannon's Ameriprise Financial Experience January 2006 - May 2009
Job at Verus Consulting Group LLC
Industry Financial Services
Experience
Verus Consulting Group LLC  May 2009 - Present
Ameriprise Financial   January 2006 - May 2009
SunGard  June 2004 - 2006
Wells Fargo Brokerage Services LLC  1998 - 2004
ADP Securities Industry Software (Broadridge)   January 1996 - March 1998
Howe Barnes Investments Inc.   June 1989 - January 1996
Rose & Company Discount Brokerage   January 1986 - June 1989

Skills
Mutual Funds, Fixed Income, Back Office, Series 7, Securities, Financial Services, FINRA, Mergers & Acquisitions, Wealth Management, Corporate Actions, Asset Management, Financial Markets, Portfolio Management, Business Analysis, Equities, Options, Market Data, Finance, Bonds, Investments, Series 63, Trading, Risk Management, Management, Capital Markets, Middle Office, Derivatives, Hedge Funds, Settlement, Trading Systems, Prime Brokerage, FX Options, Alternative Investments, Bloomberg, Investment Banking, AML, Relationship Management

Education
DePaul University
Mt. Carmel High School

Jane Grinstead Jane Grinstead Minneapolis, Minnesota Details
Jane Grinstead's Ameriprise Financial Experience March 2010 - April 2010
Job Experienced Administrative Assistant
Industry Financial Services
Experience
Ameriprise Financial   March 2010 - April 2010
UnitedHealthcare  April 2008 - May 2009
Ameriprise Financial   December 1997 - May 2007
Qwest Communications (U S West)   October 1973 - October 1996

Education
Des Moines Area Community College

MRC

Minneapolis Community Technical College
Business Administration

Jon ODrobinak Jon ODrobinak Greater Denver Area Details
Jon ODrobinak's Ameriprise Financial Experience 2005 - 2006
Job IT Consultant Solution Delivery, Project Managment
Industry Information Technology and Services
Experience
Hamilton Middle School  October 2011 - Present
Galibier Consulting   January 2010 - August 2011
Huron Consulting Group  July 2007 - September 2009
Ameriprise Financial   2005 - 2006
Amata, Inc   December 2003 - September 2005
Western Industrial Contractors  2002 - 2003
Accenture/Andersen Consulting  August 1996 - June 2001

Skills
Linux, Project Management, Enterprise Software, SQL, Microsoft SQL Server, Windows Server, Testing, Security, XML, Start-ups, Oracle, Management, Access, Business Intelligence, Cloud Computing, Databases

Education
University of Denver   2003 — 2004
Certificate of Advanced Study, Object Oriented Analysis and Design

DePaul University   1993 — 1996
Bachelor of Science, Computer Science

Yulian N. Isakov Yulian N. Isakov Greater New York City Area Details
Yulian N. Isakov's Ameriprise Financial Experience June 2008 - December 2008
Job Senior Vice President Cantor Fitzgerald
Industry Financial Services
Experience
Isakov Planning Group   January 2009 - Present
MassMutual Financial Group  January 2009 - December 2009
Ameriprise Financial   June 2008 - December 2008

Skills
Equities, Wealth Management, Investments, Financial Advisory, Estate Planning, Retirement, Entrepreneurship, Portfolio Management, Insurance, Hedge Funds, Finance, Financial Services, Personal Financial..., Management, Strategic Financial...

Education
Cornell University   2000 — 2005
Economics, Finance

Troy Iverson Troy Iverson Minneapolis, Minnesota Details
Troy Iverson's Ameriprise Financial Experience September 2010 - February 2011
Job Process Analyst at Target
Industry Information Technology and Services
Experience
Target  June 2013 - Present
Target  February 2011 - June 2013
Ameriprise Financial   September 2010 - February 2011
Principal Global Investors  June 2006 - August 2010
Principal Financial Group  January 2005 - June 2006
Thrivent Financial for Lutherans  January 2004 - December 2004
Thrivent Financial for Lutherans  September 1999 - January 2004
Musicland  May 1999 - August 1999

Skills
Business Intelligence, Report Development, Reporting & Analysis, Dashboard, Metrics Reporting, Metrics, Performance Metrics, KPI Dashboards, Analysis, Process Improvement, MicroStrategy, MicroStrategy Reporting, Microsoft Excel, SQL, Business Analysis, Business Analytics, Cross-functional Team..., SDLC, IT Strategy, Business Process..., Agile & Waterfall..., Forecasting, Leadership, Financial Metrics, Finance, Investments, Financial Modeling, Financial Analysis, Team Leadership

Education
University of St. Thomas   2015 — 2015
Opus College of Business Executive Education Program - Digital Marketing Certificate

University of St. Thomas   2015 — 2015
Opus College of Business Executive Education Program - Social Media Marketing Certificate

Drake University   2007 — 2008
Master of Financial Management, Financial Management

Concordia University-St. Paul   1995 — 1999
BA, Finance

Mary B. Berg Mary B. Berg Greater Minneapolis-St. Paul Area Details
Mary B. Berg's Ameriprise Financial Experience August 2005 - April 2007
Job Project Testing Coordinator at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  June 2014 - Present
UnitedHealth Group  June 2012 - May 2014
Carlson  October 2008 - December 2011
Merrill Corporation  April 2007 - April 2008
Ameriprise Financial   August 2005 - April 2007
General Mills  March 2003 - July 2005
Travel Consulting Partners   October 2001 - September 2002
Carlson Wagonlit Travel  March 1999 - January 2001

Education
Concordia University-St. Paul   1998 — 1999
BA, Organizational Management & Communication

Pat Burnett Pat Burnett Kalamazoo, Michigan Area Details
Pat Burnett's Ameriprise Financial Experience August 2001 - May 2013
Job at
Industry Financial Services
Experience
Diocese of Kalamazoo  January 2014 - Present
Diocese of Kalamazoo  May 2013 - Present
Ameriprise Financial   August 2001 - May 2013
Edward Jones  January 1999 - January 2001
The Knoll Group  January 1989 - January 1995

Skills
Sales Management, Marketing, Banking, Leadership, Strategic Planning, Team Building, Project Management, Training, Customer Service, Office Management, New Business Development, Microsoft Office, Staff Development, Records Management

Education
Davenport University   1990 — 1992
Bachelors, Business Administration

Davenport College Career Center   1989 — 1989
Administrative Assistant and Secretarial Science, General

Grand Rapids Community College   1973 — 1975
Associate Degree, Arts and Sciences

John Mumm John Mumm Greater Minneapolis-St. Paul Area Details
John Mumm's Ameriprise Financial Experience August 2013 - December 2014
Job Manager Strategic Sourcing at Delta Air Lines
Industry Aviation & Aerospace
Experience
Delta Air Lines  December 2014 - Present
Ameriprise Financial   August 2013 - December 2014
Ameriprise Financial   April 2010 - August 2013
Dan Tacheny Roofing & Siding, Inc.   March 2009 - April 2010
Northwest Airlines  2005 - 2009
Northwest Airlines  1998 - 2004
Northwest Airlines  1996 - 1998
Northwest Airlines  1989 - 1996

Skills
Strategic Sourcing, Process Improvement, Airlines, Aviation, Operations Management, Vendor Management, Aircraft Maintenance, Cross-functional Team..., Aircraft, Logistics, Supply Management, Program Management, Training, Aerospace, Procurement, Contract Management, Continuous Improvement, Contract Negotiation, Six Sigma, Supply Chain, Supply Chain Management, Leadership, Purchasing, Change Management, Business Process..., Analysis, Quality Assurance, Team Building, Project Planning, Team Leadership, Pricing, Forecasting, Management, Budgets, Strategy, Project Management, Risk Management, Process Engineering, Outsourcing, Strategic Planning, Business Analysis, Performance Management, Negotiation

Education
Concordia University-St. Paul   2003 — 2005
BA, Organizational Management

Embry-Riddle Aeronautical University   1985 — 1987
A&P License, Aircraft Maintenance

Abigail McCarthy Abigail McCarthy Greater New York City Area Details
Abigail McCarthy's Ameriprise Financial Experience January 2008 - May 2008
Job Client Relations at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation  June 2008 - Present
Ameriprise Financial   January 2008 - May 2008
Monmouth Park Racetrack  May 2004 - September 2007

Education
American InterContinental University Online
Master, Business Administration; Finance

Delaware Valley University
Bachelor of Science, Business

Robert Baggarley, CRPC® Robert Baggarley, CRPC® Lake Oswego, Oregon Details
Robert Baggarley, CRPC®'s Ameriprise Financial Experience March 2003 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   March 2003 - Present

Skills
Financial Planning, Retirement Planning, Retirement Income..., Investment Advisory, Saving for Education

Education
Diablo Valley College

Regis University

Becky MacKinnon Becky MacKinnon San Francisco Bay Area Details
Becky MacKinnon's Ameriprise Financial Experience August 2007 - Present
Job Entrepreneur
Industry Investment Management
Experience
Ameriprise Financial   August 2007 - Present
Law Offices of V. James Jackl   January 1998 - August 2007
Jackl & Katzen Law Offices   January 1998 - August 2007

Education
Diablo Valley College   1996 — 1998
A.A., Life Studies

James C. Simmons James C. Simmons Weslaco, Texas Details
James C. Simmons's Ameriprise Financial Experience December 1994 - Present
Job Financial Advisor, CRPC at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   December 1994 - Present
First National Bank of San Benito   1986 - 1992

Education
Delta State University   1973 — 1982
BBA, Banking and Finance

Mississippi State University   1976 — 1978
Landscape Architecture

Graduate School of Banking at Southern Methodist University   1989 — 1991
Bank Management

Scott Halbur Scott Halbur Des Moines, Iowa Details
Scott Halbur's Ameriprise Financial Experience 2010 - 2010
Job Attorney at Faegre Baker Daniels LLP
Industry Law Practice
Experience
Faegre Baker Daniels LLP  September 2012 - Present
Lane & Waterman LLP  August 2011 - September 2012
Ameriprise Financial   2010 - 2010

Skills
Legal Research, Litigation, Legal Writing, Commercial Litigation, Civil Litigation, Westlaw, Corporate Law, Product Liability, Trials, Class Actions, Courts, Arbitration

Education
University of Minnesota-Twin Cities   2009 — 2011

Creighton University School of Law

Iowa State University

Fred Macaraeg Fred Macaraeg Columbia, Maryland Details
Fred Macaraeg's Ameriprise Financial Experience November 2002 - August 2009
Job Specialized Asset Services Analyst at Wells Fargo
Industry Financial Services
Experience
Ameriprise Financial   November 2002 - August 2009
Morgan Stanley  June 1999 - April 2002

Skills
Investments, Financial Modeling, Equity Research, Fixed Income Analysis, Precious Metals, Equity Research Analysis, Leadership, Finance, Financial Services, Management, Strategic Financial..., Decision Trees, Marketing

Education
The Ohio State University - The Max M. Fisher College of Business   2010 — 2012
Master of Business Administration, Corporate Finance and Marketing

Denison University   1995 — 1999
Bachelor of Arts, Double; Economics and Communication

Seth Canetti Seth Canetti Greater New York City Area Details
Seth Canetti's Ameriprise Financial Experience February 2007 - March 2009
Job Sr Transportation Analyst at Avon
Industry Cosmetics
Experience
Avon Products, Inc  May 2012 - Present
Connecticut Constitution   February 2012 - July 2012
Avon Products Inc.  June 2009 - April 2012
Ameriprise Financial   February 2007 - March 2009

Skills
Microsoft Office, Microsoft Excel, Manugistics, E1, Lotus Notes, Problem Solving, Computer Proficiency, Team-oriented, Cross Functional..., Technical Subject Matter, Supply Chain, Access, Consumer Products, Data Analysis, Leadership

Education
Cornell University   2000 — 2006
BS, Operations Research & Industrial Engineering

Suffern High School   1996 — 2000

Nissa Sale Nissa Sale Greater Minneapolis-St. Paul Area Details
Nissa Sale's Ameriprise Financial Experience September 2005 - February 2007
Job Facilities Management District Administrative Manager
Industry Facilities Services
Experience
University of Minnesota  August 2015 - Present
Center Point Energy  December 2011 - May 2014
Vanguard Travel   August 2010 - December 2010
Carlson Wagonlit Travel  April 2008 - August 2010
Crystal D  February 2007 - August 2007
Ameriprise Financial   September 2005 - February 2007
American Express  November 2003 - September 2005
American Express Travel  December 2002 - November 2003
Delta Airlines  October 1997 - December 2002
Delta Airlines  November 1997 - April 1998

Skills
Customer Service, Office Management, Account Management, Microsoft Excel, Coaching, Microsoft Word, Airlines, Call Center, Performance Management, Microsoft Office, Human Resources, Call Centers, Management, Process Improvement, Customer Satisfaction

Education
Concordia University   2004 — 2006
Human Resources Management Certificate, Human Resources

Concordia University-St. Paul   2004 — 2006
BA, Organizational Management

Travel Academy   1994 — 1994
Travel Agent Certificate, Travel Agent

Jillian Willis Jillian Willis Garden City, Michigan Details
Jillian Willis's Ameriprise Financial Experience July 2007 - Present
Job Administrative Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 2007 - Present
H&R Block Financial Advisors  July 2007 - October 2009

Education
Davenport University   2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance Management

Davenport University   2001 — 2004
Associate's degree, Business Administration and Management, General

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