Ameriprise Financial
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Employees
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
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
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
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
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
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
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
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
Ameriprise Financial August 2013 - Present
MetLife Investors August 2007 - August 2013
Education
Cumberland University 1991 — 1995
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
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
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
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
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
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
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
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
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
Integrated Financial Partners March 2009 - Present
Ameriprise Financial September 2000 - March 2009
Education
Connecticut College 1996 — 2000
BA, Economics
Ameriprise Financial May 1993 - Present
Ameriprise Financial Services, Inc. 1993 - Present
Education
Dartmouth College 1988 — 1992
BA, Psychology
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial June 2000 - Present
Education
DeSales University 1994 — 1998
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
Ameriprise Financial August 1982 - Present
Education
Dakota Wesleyan University 1972 — 1975
"BS", Economics
Virginia Union University 1971 — 1972
accounting
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
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
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
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.)
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
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
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
Ameriprise Financial 2000 - Present
Education
Dalton State College 1984 — 1987
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial March 2003 - Present
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investment Advisory, Saving for Education
Education
Diablo Valley College
Regis University
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
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
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
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
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
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
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