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 Salaries. You can even request information on how much does Ameriprise Financial pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial directly from the past employees.

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4,651 Ameriprise Financial employees in database. Find out everything there's to know about Ameriprise Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Employees

Employee
Years
Job
Industry
Jack Vitale Jack Vitale Raleigh-Durham, North Carolina Area Details
Jack Vitale's Ameriprise Financial Experience 2008 - April 2014
Job Chief Financial Officer at Clean Energy Advisors, LLC
Industry Investment Banking
Experience
Clean Energy Advisors, LLC   October 2014 - Present
Waddell & Reed  April 2014 - October 2014
Ameriprise Financial   2008 - April 2014
H & R Block Financial Advisors  2000 - 2008
OLDE Stockbrokers  1992 - 2000

Skills
Series 7, Retirement Planning, Series 63, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Equities, Investment Advisory, Series 6, Life Insurance, Financial Modeling, Mutual Funds, Finance, Financial Services, Financial Advisory, Investments, Securities, FINRA, Uniform Combined State..., Series 65, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, 401k, 401k Rollovers, Bonds, Asset Management, Alternative Investments, Leadership, Fixed Income, Municipal Bonds, Financial Planning

Education
East Carolina University   1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General

Mansquan High School

Mansquan High School

Gavin W. Koenig CRPC, AIFA Gavin W. Koenig CRPC, AIFA Louisville, Kentucky Area Details
Gavin W. Koenig CRPC, AIFA's Ameriprise Financial Experience August 1995 - December 2009
Job Chartered Retirement Planning Counselor, Accredited Investment Fiduciary Analyst™
Industry Financial Services
Experience
ARGI Financial Group  August 2010 - Present
Fifth Third Securities  December 2009 - July 2010
Ameriprise Financial   August 1995 - December 2009

Skills
Retirement Planning, Wealth Management, Financial Planning, Insurance, Business Planning, Estate Planning, 401k, Investment Strategies, Asset Management, Portfolio Management, Succession Planning, Fiduciary Consulting,, Investment Policy..., Retirement Plan Reviews

Education
Eastern Kentucky University   1988 — 1989
BS, College of Law Enforcement

Western Kentucky University   1984 — 1988
General

Maxime Jean-Louis Maxime Jean-Louis Miami/Fort Lauderdale Area Details
Maxime Jean-Louis's Ameriprise Financial Experience 2008 - April 2013
Job Financial Advisor at Capital Guardian LLC
Industry Financial Services
Experience
Capital Guardian LLC  April 2013 - Present
Ameriprise Financial   2008 - April 2013
America II Electronics, Inc.   1989 - 1994

Skills
Advanced Computer..., Organizational..., Business Expansion, Finance, Series 7, Retirement Planning, Risk Management, Asset Allocation, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Investments, Small Business, Business Planning, Strategic Planning, Employee Benefits, Business Analysis, Business Strategy, Analysis, Process Improvement, Budgets, Management Consulting

Education
Florida Atlantic University   2005 — 2007
Bachelor, Finance and International Business

College Canado-Haitien   1974 — 1981
High School Diploma

Bryan Batchelor Bryan Batchelor Greenville, North Carolina Area Details
Bryan Batchelor's Ameriprise Financial Experience May 2009 - May 2010
Job Insurance Advisor at Winterville Insurance Agency
Industry Insurance
Experience
Winterville Insurance Agency   September 2013 - Present
TradeMark Properties, NC  February 2013 - September 2013
TradeMark Residential  June 2010 - February 2013
Ameriprise Financial   May 2009 - May 2010
East Carolina University College of Business  August 2008 - May 2009
Equity Residential  July 2004 - August 2008

Skills
Property Management, Finance, Accounting, Analysis, Asset Managment, Financial Analysis, Internal Audit, Account Reconciliation, Investments, Accounts Receivable, Portfolio Management, Strategic Financial..., Asset Management, Sales, Selling, Real Estate, Management, Real Estate Development, Investment Properties, Brokerage, Apartments, Insurance, Property, Real Estate Transactions, Leases, Real Estate Economics, Tenant, Customer Satisfaction, Property & Casualty...

Education
East Carolina University - College of Business   2008 — 2010
MBA, Finance

East Carolina University   2000 — 2004
B.S, Business Administration, Management

Corey Payraudeau Corey Payraudeau Greater New York City Area Details
Corey Payraudeau's Ameriprise Financial Experience April 2010 - September 2010
Job Traveling
Industry Financial Services
Experience
Vanguard  June 2012 - July 2015
Valley of the Sun United Way  August 2014 - January 2015
Randstad, on assignment at Vanguard   September 2011 - May 2012
Ameriprise Financial   April 2010 - September 2010
La Promenade  March 2004 - April 2010

Skills
Data Analysis, Customer Service, Problem Solving, Cost Management, Microsoft Office

Education
Drexel University   2007 — 2011
BS, Economics

Tara Eisenbeis, CLTC Tara Eisenbeis, CLTC Atlanta, Georgia Details
Tara Eisenbeis, CLTC's Ameriprise Financial Experience April 2007 - Present
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
Ameriprise Financial   April 2007 - Present
Pacific Life  January 2004 - March 2007
Allmerica Financial  January 2001 - December 2003
Nationwide Insurance  August 1995 - December 2000

Skills
Asset Allocation, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 24, Series 63, Series 7, Wealth Management

Education
Corporation for Long Term Care   2015 — 2015
CLTC

Florida Institute of Technology   1999 — 2001
Financial Planning

University of Central Florida   1987 — 1989
BA, Communications

Charlotte Stallings Charlotte Stallings Houston, Texas Area Details
Charlotte Stallings's Ameriprise Financial Experience May 1985 - September 2005
Job Author, Keynote Speaker, Financial & Personal Accountability Expert
Industry Professional Training & Coaching
Experience
Getting Smart LLC   January 2006 - Present
YVI Enterprises, Inc.   February 2011 - Present
Ameriprise Financial   May 1985 - September 2005
American Express Financial Advisors  1985 - 2005
American Express TRS  1982 - 1992

Skills
Public Speaking, Leadership Development, Financial Planning, Coaching, Executive Coaching, Team Building, Strategic Planning, Small Business, Organizational..., Entrepreneurship, Organizational..., Leadership, Staff Development, Career Development, Change Management, Training, Management Consulting, Retirement Planning, Marketing Strategy, Marketing, Personal Development, Non-profits, Conflict Resolution, Marketing Communications, Emotional Intelligence, Strategic Financial..., Business Planning, Workshop Facilitation, Strategy, Nonprofits, Fundraising, Public Relations, Employee Training, Team Leadership, Business Coaching, Social Networking, Start-ups, Event Planning, Social Media, Negotiation, Program Management, Consulting, Business Development, Event Management

Education
University of Minnesota-Twin Cities   1978 — 1982
B.S., Business, Communications

Drake University   1977 — 1978
Business/Corporate Communications

Terri Buysse Terri Buysse Greater Minneapolis-St. Paul Area Details
Terri Buysse's Ameriprise Financial Experience June 2010 - Present
Job BSA, ATS Application Management at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial   June 2010 - Present
CDI IT Solutions  December 2001 - June 2010
Accenture  January 1998 - September 2001
IHS  May 1997 - December 1997
WMS Gaming (Williams Electronics, Williams Bally Midway)   April 1995 - May 1997

Skills
CRM, Hardware, Windows 7, Visio, Vendor Management, Troubleshooting, Training, Technical Support, Software Installation, Software Documentation, SharePoint, Security, Requirements Gathering, Project Management, Process Improvement, Networking, Microsoft SQL Server, Management, Lotus Notes, Leadership, Information Technology, ITIL, Help Desk Support, Data Center, Customer Service, Access, IT Management, IT Service Management, Servers, Integration

Education
Eastern Illinois University   1989 — 1993
BA, Theatre/English

Ridgewood High School

Mary Ann Johnson Mary Ann Johnson Tucson, Arizona Area Details
Mary Ann Johnson's Ameriprise Financial Experience September 1997 - Present
Job Financial Advisor with the practice of James M. Harkin at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   September 1997 - Present
C&D Electronics/Power Convertibles   June 1992 - May 1997

Education
Drexel University   1975 — 1976
Master of Science, Information Science

University of Arizona   1967 — 1971
Bachelor of Arts, Education

Dan Landrau CFP®, CRPC®, RFC® Dan Landrau CFP®, CRPC®, RFC® Jacksonville, Florida Area Details
Dan Landrau CFP®, CRPC®, RFC®'s Ameriprise Financial Experience November 2009 - Present
Job Branch Manager | CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 2009 - Present
Ameriprise Financial   February 2008 - November 2009
Ameriprise Financial Services, Inc.   August 2006 - February 2008

Education
Florida International University - College of Business   2002 — 2006
BBA, Business Management

Cardinal Mooney HS   1998 — 2002

Leslie Joerke, CFP, ChFC, CLU Leslie Joerke, CFP, ChFC, CLU United States Details
Leslie Joerke, CFP, ChFC, CLU's Ameriprise Financial Experience August 1995 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   August 1995 - Present

Education
Eastern Michigan University   1992 — 1995

Greg Tilley Greg Tilley Knoxville, Tennessee Area Details
Greg Tilley's Ameriprise Financial Experience March 1995 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial   March 1995 - Present

Education
East Tennessee State University   1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Northeast State Community College   1990 — 1992

Dale J. Rodriguez Dale J. Rodriguez Atlanta, Georgia Details
Dale J. Rodriguez's Ameriprise Financial Experience 2005 - 2007
Job We are recruiting (No Agencies) Please visit: www.peer1.com/careers/ for more information.
Industry Information Technology and Services
Experience
PEER 1 Hosting  November 2012 - Present
Peak 10  April 2012 - November 2012
FTMS (Florida Technology Managed Services), a Division of The ARCO Group   October 2010 - March 2012
A Small Orange Software   November 2008 - November 2009
Web.com  February 2008 - August 2008
123ID Inc.   2007 - 2007
Ameriprise Financial   2005 - 2007

Skills
VMware, Virtualization, Servers, Linux, Disaster Recovery, Cloud Computing, Technical Support, Active Directory, Windows Server, Firewalls, System Administration, DNS, Management, Troubleshooting, Networking, Security, SAN, Network Administration, Data Center, Cisco Technologies, Network Security, TCP/IP, Microsoft Exchange, Sales, Operating Systems, System Deployment, VMware ESX, VPN, Storage, Windows 7, SharePoint, Technical Leadership, Account Management, DHCP, Red Hat Linux, Sales Process, Fortinet, PHP, Citrix, Apache, IIS, MySQL, Help Desk Support, Linux System..., Product Management, Leadership, Business Development, Vendor Management, SaaS, Consulting

Education
Florida State College at Jacksonville   2000 — 2001

Jeremy Michael Witaszek, CFP® Jeremy Michael Witaszek, CFP® Asheville, North Carolina Area Details
Jeremy Michael Witaszek, CFP®'s Ameriprise Financial Experience October 1985 - March 2012
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   October 1985 - March 2012
Medical Offices  September 1977 - September 1985

Education
Duke University   1975 — 1977
BS, Allied Health

North Carolina State University   1966 — 1971
BS, Zoology

Nicole Santiago Nicole Santiago Wellesley Hills, Massachusetts Details
Nicole Santiago's Ameriprise Financial Experience December 2014 - Present
Job Customer Relations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   December 2014 - Present
Boston Sports Clubs  September 2014 - November 2014
Boston Celtics  September 2013 - May 2014
Ameriprise Financial Services, Inc.   June 2006 - August 2013
CNL Financial Group  July 2012 - August 2012
Hispanic Business Initiative Fund   January 2011 - January 2011

Skills
Team Building, Community Outreach, Databases, Financial Reporting, Continuous Improvement, Management, Marketing, Social Media, Sales Management, Marketing Strategy, Networking, Nonprofits, Microsoft Office, Operations Management, Public Speaking, Market Research, Sales, Time Management, Teamwork, Training, Team Management, Windows, Fitness

Education
Endicott College   2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General

Bishop Moore Catholic High Scool   2006 — 2010
High School

Keith Dixon, CRPC® APMA Keith Dixon, CRPC® APMA Charlotte, North Carolina Details
Keith Dixon, CRPC® APMA's Ameriprise Financial Experience December 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial   December 2007 - Present
Wachovia Securities, LLC  May 1995 - December 2007
First Union Securities  March 1995 - April 1998

Education
University of Maryland College Park   1980 — 1982
Business Administration

Fisk University   1975 — 1977
Bus Administration

Thomas Edison State College
Business Management

Robert Kaltenschnee, CMFC Robert Kaltenschnee, CMFC Richmond, Virginia Details
Robert Kaltenschnee, CMFC's Ameriprise Financial Experience January 2008 - September 2008
Job SMA Product Specialist Wealth Strategies Group at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow   July 2014 - Present
BB&T Scott & Stringfellow   August 2009 - July 2014
Madison Precious Metals   February 2009 - August 2009
Ameriprise Financial   January 2008 - September 2008
Varnell Struck and Associates/NVS   March 2003 - January 2008

Skills
Microsoft Office, Thompson One, Bloomberg Terminal, Morningstar, Constant Contact, ACT, S&P Market Scope, Financial Analysis, Strategic Financial..., Financial Advisory, Series 7, Investments, Financial Services, Analysis, Asset Allocation, Wealth Management, Series 63, Securities, Portfolio Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, FINRA, Finance, Series 65, Bloomberg, Relationship Management, Bonds, Wealth Management..., Financial Modeling, Client Services, Financial Risk, 401k

Education
East Carolina University   1997 — 2001
Bachelor of Science (BS), Finance/Marketing

East Carolina University
Corporate Finance and Marketing

Alesia Dick Alesia Dick Dallas/Fort Worth Area Details
Alesia Dick's Ameriprise Financial Experience 2004 - Present
Job Certified Get Healthy Coach!! Certified Travel and Fun Facilitator!! Licensed Financial Health Creator! Get Healthy!!!
Industry Health, Wellness and Fitness
Experience
Lewisville ISD, 2012-2013 Lewisville ISD School Health Advisory Council   October 2012 - Present
BNI - NW Community Professionals   2010 - Present
Get Healthy Wealthy and Wise   October 2008 - Present
Ameriprise Financial   2004 - Present
World Ventures  2013 - 2013
WFG Investments, Inc.   2013 - 2013
Portland Business Circle   2010 - 2010
Student - Empower U   2010 - 2010
Portland Business Alliance  2009 - 2010

Skills
Public Speaking, Coaching, Healthcare, Wellness, Nonprofits, New Business Development, Recruiting, Fun, Travel Planning, Leisure Travel, Online Travel, Marketing, Entrepreneurship, Building Relationships, Team Building, Selling, Fundraising, Personal Development, Lifestyle, Leadership, Social Networking, Leadership Development, Small Business, Social Media, Social Media Marketing, Event Planning, Sales, Online Marketing, Strategic Planning, Training, Contract Negotiation, Management, Customer Service

Education
Fayetteville State University   1988 — 1989
Law

Methodist University   1986 — 1987

Eileen Braceros Duran Eileen Braceros Duran San Jose, California Details
Eileen Braceros Duran's Ameriprise Financial Experience November 2001 - January 2014
Job Operations Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  August 2015 - Present
Ultimate Staffing  January 2014 - August 2015
Ameriprise Financial   November 2001 - January 2014
West Valley Staffing Group  1995 - 2000
Manpower  1992 - 1995

Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Project Management, Vendor Management, Account Management, Training, Leadership, Management, Program Management, Marketing, Business Development, Event Planning, Interviews, Onboarding, New Hire Orientations, Temporary Staffing, Temporary Placement, Hiring

Education
Fashion Institute of Design & Merchandising   1991 — 1992
AA, Marketing

Joseph Merrill, MBA Joseph Merrill, MBA Jacksonville, Florida Area Details
Joseph Merrill, MBA's Ameriprise Financial Experience January 2005 - January 2006
Job Senior Operations Analyst
Industry Investment Banking
Experience
Deutsche Bank  September 2013 - Present
Transportation Management Solutions, Inc   February 2007 - 2012
Citibank North America, Inc.   January 2006 - February 2007
Ameriprise Financial   January 2005 - January 2006

Skills
Insurance, Finance, Loans, Investments, Shipping, Banking, Customer Service, Microsoft Office, PowerPoint, Leadership, Data Analysis, Financial Analysis, Analysis, Negotiation, Pricing, Forecasting, Sales, Business Development, Management, Process Improvement, Marketing, Operations Management, Relationship Management, Strategic Financial..., Financial Services

Education
UF Hough Graduate School of Business   2011 — 2013
Masters, Business Administration

Florida International University   1999 — 2004
Bachelor, Business Administration; Finance

Juan Mejia, CFA, MBA, APMA® Juan Mejia, CFA, MBA, APMA® Monroeville, Pennsylvania Details
Juan Mejia, CFA, MBA, APMA®'s Ameriprise Financial Experience June 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial   June 2005 - Present

Education
Duquesne University   2002 — 2004
MBA, Finance and IT

Indiana University of Pennsylvania   1997 — 2001
Bachelor, Economics

Kelly Troianello Kelly Troianello Greater Boston Area Details
Kelly Troianello's Ameriprise Financial Experience January 2012 - April 2012
Job Product Strategy, Officer
Industry Financial Services
Experience
State Street  June 2015 - Present
State Street  January 2013 - June 2015
Morgan Stanley  August 2012 - January 2013
AMERIPRISE FINANCIAL   January 2012 - April 2012
Brown Brothers Harriman  June 2011 - August 2011
Brown Brothers Harriman  June 2010 - August 2010

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Social Media, Customer Service

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
B.S.B.A., Finance

University of International Business and Economics   2010 — 2010

Allen (Jim) Schneider Allen (Jim) Schneider Miami, Florida Details
Allen (Jim) Schneider's Ameriprise Financial Experience September 2007 - December 2007
Job District Manager Southeast Florida at Trutech llc
Industry Consumer Services
Experience
Trutech, LLC  February 2015 - Present
Trutech, LLC  April 2013 - Present
Destiny Charter Fishing   February 1999 - November 2008
Purple Isle Marine Management   March 2003 - January 2008
Ameriprise Financial   September 2007 - December 2007

Skills
Archaeology, Prehistoric Archaeology, Archaeological Survey, Artifact Analysis, Cultural Resource..., Section 106, Excavation, NAGPRA, ArcGIS, GPS, Marine Industry, Marine Operations, Marine Survey, Marine Insurance, Marine Safety, Code of Federal..., Series 7, Financial Services, Personal Finance, Financial Planners, Stockbroking, GIS, Data Mapping, GPS navigation, Scuba Diving, Field Work, Navigation, Boating, Geography, Small Boat Operations, Mitigation, ArcMap, Anthropology, Research, Spatial Databases

Education
Florida Atlantic University   2009 — 2011
Bachelor of Arts (B.A.), Anthropology

Florida Atlantic University
Bachelor of Arts, Anthropology

Miami Dade College   2007 — 2009
Associate of Arts (A.A.), Anthropology

Miami Dade College
Associates of Arts, Anthropology

2011 University Of FloridaSt. Johns Archaeological Field School
Archaeology

University of Florida
Bachelor of Arts (B.A.), Archeology/Forensic Anthropology

Joan R. Hubbard, CRPC® Joan R. Hubbard, CRPC® Spokane, Washington Area Details
Joan R. Hubbard, CRPC®'s Ameriprise Financial Experience 1996 - Present
Job Financial Advisor, CHARTERED RETIREMENT PLANNING COUNSELOR
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1996 - Present
Ameriprise Financial   1996 - Present

Skills
Finance, Customer Service, Facebook, Insurance, Social Media, Retirement, Marketing, Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Disability Insurance, Public Speaking, Strategic Financial..., Team Building, Investment Advisory, Fixed Annuities, Pensions, Strategic Planning, Financial Analysis, Small Business, Leadership, Estate Planning, Financial Advisory

Education
Eastern Oregon University
B.S. Business

Daniel G. Mulder Daniel G. Mulder Greater Detroit Area Details
Daniel G. Mulder's Ameriprise Financial Experience January 1999 - February 2015
Job Financial Advisor | Business Financial Advisor | Professor of Economics
Industry Financial Services
Experience
University of Michigan-Dearborn  March 2014 - Present
Macomb Community College  July 2010 - Present
Ameriprise Financial   January 1999 - February 2015

Skills
Asset Allocation, Strategic Financial..., Financial Analysis, Insurance, Economics, Valuation, Series 7, Finance, Strategic Planning, Public Speaking, Leadership, Analysis, Risk Management, Research, Microsoft Office, Higher Education, Entrepreneurship

Education
University of Detroit Mercy   2008 — 2010
Master of Arts, Financial Economics

Eastern Michigan University   1995 — 2007
Bachelor Business Administration, International Business, Finance, German

Steve Procaccini Steve Procaccini Greater New York City Area Details
Steve Procaccini's Ameriprise Financial Experience 2004 - Present
Job Para Planner for Ameriprise
Industry Financial Services
Experience
Ameriprise Financial   2004 - Present
Fairfield County Chapter of Approved Baseball Umpires   2001 - Present
Fairfield High School  March 2000 - June 2004

Education
Fairfield University   2000 — 2003
Finance, Finance

Burton Banks, CFP®, ChFC®, CLU®, APMA Burton Banks, CFP®, ChFC®, CLU®, APMA Greater Atlanta Area Details
Burton Banks, CFP®, ChFC®, CLU®, APMA's Ameriprise Financial Experience January 1998 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   January 1998 - Present

Education
Emory University   1985 — 1988
M.M.Sc, School of Public Health

University of Delaware   1980 — 1984
Bachelor, Biological Sciences

Seema Shah Seema Shah Greater Minneapolis-St. Paul Area Details
Seema Shah's Ameriprise Financial Experience September 2007 - October 2008
Job Director, External Partner Development Open Innovation at General Mills
Industry Consumer Goods
Experience
General Mills  April 2009 - Present
Ameriprise Financial   September 2007 - October 2008
Twin Cities Diversity in Practice   2005 - 2007
General Mills  2002 - 2005
Faegre & Benson LLP  1997 - 2002
Minnesota Court of Appeals  1998 - 1999

Skills
Strategy, Strategic Planning, Innovation, Innovation Management, Partnership-building, Cross-functional Team..., Non-profit Leadership, Association Management, Trade Associations, Diversity, Executive Coaching, Diversity Program...

Education
University of Minnesota Law School   1994 — 1997
JD, cum laude

Duke University   1988 — 1992
A.B. with distinction, Comparative Area Studies

Scott DeLuca Scott DeLuca Greater New York City Area Details
Scott DeLuca's Ameriprise Financial Experience September 2002 - June 2006
Job Regional Compliance Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  May 2007 - Present
Deloitte & Touche  June 2006 - May 2007
Ameriprise Financial   September 2002 - June 2006
Salomon Smith Barney  May 2000 - March 2002

Skills
Securities, Series 7, AML, FINRA, Mutual Funds, Series 63, Series 24, Investment Advisory, Equities, Hedge Funds, Corporate Governance, Wealth Management, Alternative Investments, Investments, Fixed Income, Asset Management, Capital Markets

Education
Seton Hall University School of Law   1995 — 1999
JD, Law

Duke University   1987 — 1991
BA, Political Science, History

Nutley   1984 — 1987

Hernando Paredes, CFP® Hernando Paredes, CFP® Greater New York City Area Details
Hernando Paredes, CFP®'s Ameriprise Financial Experience April 2005 - December 2007
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Fidelity Investments  April 2013 - April 2015
T. Rowe Price  July 2011 - April 2013
T.Rowe Price  January 2008 - July 2011
Ameriprise Financial   April 2005 - December 2007
Inprax Performance Resources  May 2004 - February 2005

Skills
Investments, Wealth Management, Retirement Planning, Financial Planning, Series 7, Asset Allocation, Investment Strategies, Model Portfolio, Portfolio Assessment, Wealth Preservation..., Estate Planning, Wealth Accumulation..., Mutual Funds, Annuity Sales, Licensed Life & Health..., High Net Worth..., Holistic Financial..., Series 63, FINRA, Uniform Combined State..., Life Insurance, Series 6

Education
Stockton University   2001 — 2003
BA, Business Studies

Fairleigh Dickinson University
Financial Planning Certificate Program, Winter 2012

Tim Farris Tim Farris Greater Detroit Area Details
Tim Farris's Ameriprise Financial Experience 2008 - February 2013
Job Group Director at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC  May 2015 - Present
greater west bloomfield chamber of commerce   2010 - Present
Ameriprise Financial Services, Inc.   February 2013 - May 2015
Ameriprise Financial   2008 - February 2013
Ameriprise Financial Services, Inc.   2008 - February 2013
H & R Block Financial Advisors  January 2001 - November 2008
olde discount stockbrokers  November 1993 - February 1998

Education
The Wharton School, University of Pennsylvania   2003 — 2003
executive leadership development

Eastern Michigan University   1986 — 1991
bs, Economics

detroit catholic central high school   1982 — 1986

Bonnie Abrams Bonnie Abrams Greater Philadelphia Area Details
Bonnie Abrams's Ameriprise Financial Experience 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial   1999 - Present

Education
Fairleigh Dickinson University   1978 — 1980
MBA, Finance

Fairleigh Dickinson University   1974 — 1978
BA, Political Science

LeChea Unique Ratchford LeChea Unique Ratchford Greater Atlanta Area Details
LeChea Unique Ratchford's Ameriprise Financial Experience November 2010 - October 2012
Job Seeking Administrative Position
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - September 2014
Ameriprise Financial Services, Inc.   October 2012 - March 2014
Ameriprise Financial   November 2010 - October 2012
Ameriprise Financial Services, Inc.   May 2009 - November 2010
EDS, an HP company  October 2008 - March 2009
Bugaboo Creek Steak House  June 2007 - November 2007
Getmembers.com  January 2006 - June 2007
Moxie Interactive  May 2004 - January 2006
GCI Group  February 2001 - May 2004

Skills
Data Entry, Customer Service, Training, Management, Access, Project Management, Leadership, Human Resources, Recruiting, Event Planning, CRM, Public Relations, Research, Outlook, Employee Benefits

Education
Everest University-South Orlando   2015 — 2019
Business Administration and Management, General

Peter Goldberg Peter Goldberg Greater New York City Area Details
Peter Goldberg's Ameriprise Financial Experience December 2003 - Present
Job Chief Financial Officer Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial   December 2003 - Present
Broadway Trading, LLC  February 2000 - February 2002

Education
Emerson College   1987 — 1991
Mass Communication, Broadcast Journalism

Janelle Hunter Janelle Hunter Cincinnati Area Details
Janelle Hunter's Ameriprise Financial Experience May 2005 - March 2006
Job Sales Data Administrator at INC Research
Industry Pharmaceuticals
Experience
INC Research  September 2013 - Present
INC Research  July 2011 - September 2013
Kendle International  January 2010 - July 2011
Kendle International  November 2008 - September 2009
Cadre  May 2007 - June 2008
Western & Southern Financial Group  April 2007 - May 2007
LPK  April 2006 - October 2006
Ameriprise Financial   May 2005 - March 2006

Skills
Database Management, Salesforce.com, Positive Team Player, Data Entry, Reliability, Multi Tasking, Customer Experience, Superior Organization, Problem Solving, Creative, Business Analysis, Microsoft Office, Dashboarding, Salesforce Reporting, Training, Communication Skills, New Business Development, Sales Support, Salesforce.com..., Troubleshooting, Employee Training, Salesforce.com..., Salesforce Training, Business Development, Sales, Business Intelligence, Sales Operations, Customer Service, Pharmaceutical Industry, Process Improvement, CRM

Education
Fairmont State University   2000 — 2005
Bacholer's Degree, Business Administrative

Lisa F. N. Johnson Lisa F. N. Johnson Athens, Ohio Details
Lisa F. N. Johnson's Ameriprise Financial Experience November 2005 - April 2006
Job Marketing Team Coordinator at Rocky Brand, Inc.; Masters in Forensic Accounting candidate
Industry Apparel & Fashion
Experience
Rocky Brands, Inc.   July 2014 - Present
Rocky Brands, Inc.   August 2012 - July 2014
Dish Network  October 2009 - August 2012
Verizon  April 2009 - October 2009
SunTrust Bank  May 2006 - August 2009
Ameriprise Financial   November 2005 - April 2006
AT&T  April 1995 - June 2005
AT&T  September 1993 - March 1995

Skills
Customer Service, Customer Satisfaction, Microsoft Office, Sales, Training, Retail, Account Management, PowerPoint, Strategic Planning, Process Improvement, Inventory Management, Microsoft Word, Project Management, Team Building, Technical Support, Coaching, Teamwork, Time Management, Sales Management, Management, Accounting, Public Speaking, Banking, Risk Management, Insurance, Supply Chain, Employee Training, Customer Experience, Marketing, Quality Assurance

Education
Florida Atlantic University   2014 — 2017
Master of Accounting, Forensic Accounting

Point Park University   1997 — 2005
B.S., Business Management, Psychology, 3.8

Virginia Polytechnic Institute and State University   1986 — 1989

Marty McFarling Marty McFarling Greensboro/Winston-Salem, North Carolina Area Details
Marty McFarling's Ameriprise Financial Experience August 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   August 2000 - Present

Education
East Carolina University - College of Business   1979 — 1983
BSBA, Finance

Dmitrii Maksimchuk Dmitrii Maksimchuk Greater Detroit Area Details
Dmitrii Maksimchuk's Ameriprise Financial Experience August 2006 - June 2008
Job Mortgage Loan Officer
Industry Financial Services
Experience
University Lending Group  November 2011 - Present
Fifth Third Bank  February 2011 - November 2011
Cole Taylor Bank  January 2010 - January 2011
Money Source Financial Services   February 2009 - January 2011
Ameriprise Financial   August 2006 - June 2008
United States Navy USS Donald Cook DDG 75   November 2001 - September 2005

Skills
Mortgage Lending, Loans, FHA, Credit Analysis, Investments, Leadership, USDA, Loan Origination, Credit, FHA financing, Finance, VA loans, Grief Counseling, Investment Properties, Marketing, Sales, Deposits, Series 7, Real Estate, Refinance, Insurance, Commercial Mortgages, Risk Management, Financial Analysis, Investment Strategies, First Time Home Buyers, Banking, Business Development, Commercial Lending, Mortgage Banking, Sellers, Program Management, Asset Allocation, Underwriting, Customer Service, Small Business Lending, Relocation, Short Sales, Residential Homes, Real Estate Transactions, Referrals, Real Estate Economics, Negotiation, Investors, Cash Flow, Selling, Securities, Financial Reporting, Financial Modeling, Commercial Banking

Education
Eastern Michigan University   2006 — 2008
BBA

Matthew Goldstein Matthew Goldstein Greater Denver Area Details
Matthew Goldstein's Ameriprise Financial Experience August 2008 - March 2009
Job Vice President Private Client Group
Industry Financial Services
Experience
US Bancorp  April 2012 - Present
Ameriprise Financial Services, Inc.   February 2011 - April 2012
Ameriprise Financial   August 2008 - March 2009
H&R Block Financial Advisors  June 1995 - October 2008

Skills
Series 7, Series 63, Securities, Mutual Funds, Investments, Series 24, Asset Allocation, Equities, Financial Advisory, Asset Managment, Wealth Management, Alternative Investments

Education
Florida State University   1991 — 1995
Bachelor of Science, Finance/ Multinational Business

Florida State University - College of Business   1991 — 1995
BS, Finance

Shayna Lear Shayna Lear Greater Philadelphia Area Details
Shayna Lear's Ameriprise Financial Experience May 2000 - January 2007
Job Managing Partner at Insight Advisory Group
Industry Financial Services
Experience
Insight Advisory Group   September 2015 - Present
Shaylear Financial Inc.   February 2010 - Present
Simon Capital Management   February 2010 - September 2015
Urban Affairs Coalition  February 2013 - August 2014
TIAA-CREF  February 2007 - February 2010
Ameriprise Financial   May 2000 - January 2007

Skills
Retirement, Investment Management, IRAs, Financial Services, Portfolio Management, 401k, Investment Strategies, Alternative Investments, Series 63, Uniform Combined State..., Asset Management, ETFs, Asset Managment, Pensions, 401k Rollovers, Financial Planners

Education
Eastern University   2004 — 2013
MDIV/MA, Master's in Divinity and MA in Urban Economic Development

Temple University   1996 — 2000
B.A., Communications

Central High School   1992 — 1996
Bachelor of Arts (BA), College Prep

Tanisha Cooper Tanisha Cooper Tampa/St. Petersburg, Florida Area Details
Tanisha Cooper's Ameriprise Financial Experience December 2006 - February 2009
Job Financial Planner at Virginia College
Industry Higher Education
Experience
Virginia College  January 2010 - Present
Amscot Financial  December 2008 - Present
Ameriprise Financial   December 2006 - February 2009
Cuts Unlimited   July 2003 - December 2006
Rooms To Go  October 2000 - July 2003

Education
St. Petersburg College
Associates of Arts, Business Administration

Florida International University
Bachelor of Arts, Business Administration -HR Management

University of South Florida
Bachelor of Arts, Accounting

Fransisca Esco Fransisca Esco San Francisco Bay Area Details
Fransisca Esco's Ameriprise Financial Experience
Job Chief Operating Officer | Marketing Manager at Esco, Hanan, and Associates
Industry Financial Services
Experience
Ameriprise Financial  

Education
Drake University

Ora et Labora

SMA Tarakanita 1

Edward Tobin Edward Tobin Chicago, Illinois Details
Edward Tobin's Ameriprise Financial Experience June 2005 - December 2006
Job Waldorf Astoria Concierge
Industry Hospitality
Experience
Waldorf Astoria Chicago  April 2015 - Present
Currently on sabbatical  October 2014 - Present
Waldorf Astoria Chicago  2009 - 2014
Elysian Hotel Chicago   October 2009 - January 2012
The Peninsula Hotel  June 2007 - October 2009
Metropolitan Limousine Company   March 2007 - May 2007
Hyatt Regency McCormick Place  January 2007 - May 2007
Ameriprise Financial   June 2005 - December 2006
Four Seasons Chicago  August 1999 - May 2005
Four Seasons Hotel  August 1999 - May 2005

Skills
Hospitality, Customer Service, Hospitality Industry, Hotels, Hospitality Management, Entertainment, Spanish, Concierge Services, Travel Arrangements, Food & Beverage, Luxury, Transportation, Hotel Management, Microsoft Office, French, Restaurants, Tourism, Resorts, Front Office, Rooms Division

Education
Fashion Institute of Technology   1982 — 1984
A.A.S., Marketing

Fashion Institute of Technology, State University of New York   1982 — 1984
A.A.S, Marketing

Jacqueline Gromada Jacqueline Gromada Charleston, South Carolina Area Details
Jacqueline Gromada's Ameriprise Financial Experience September 2005 - April 2007
Job Professional Services Consultant
Industry Management Consulting
Experience
Benefitfocus  September 2015 - Present
The Gromada Group LLC   2007 - Present
Spoleto Festival USA  March 2015 - June 2015
Wedgewood Consulting Group, Inc.   2010 - 2010
Ameriprise Financial   September 2005 - April 2007
Robert Half International  2007 - 2007
CTI BioPharma  January 2004 - August 2005
The Home Depot  1998 - 2004

Skills
Strategy, Leadership, Business Development, Management, Consulting, Business Strategy, Recruiting, Networking, Program Management, Project Management, Strategic Planning, Business Planning, Coaching, Management Consulting, Operations Management, Research, New Business Development, Public Speaking, Training, Organizational..., Team Building, Finance, Cross-functional Team..., Analysis, Process Improvement, Entrepreneurship, Business Process, Strategic Partnerships, Change Management, Start-ups, Leadership Development, Small Business, Marketing

Education
American InterContinental University
Master of Business Administration (M.B.A.), International Business

Florida State University
Bachelor's Degree, Criminology

David Glasgow Farragut High School, Rota, Spain

Paul Hart, CFP® Paul Hart, CFP® Greater Boston Area Details
Paul Hart, CFP®'s Ameriprise Financial Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial, Certified Financial Planner™ Professional
Industry Financial Services
Experience
Ameriprise Financial   2001 - Present
PJ Hart Financial Services   1999 - 2001
Blue Cross Blue Shield  1994 - 1999
General Electric  1980 - 1994

Education
Drexel University   1975 — 1980
B.S.B.A., Finance and Accounting

Dan Jacey, SPHR, SHRM-SCP Dan Jacey, SPHR, SHRM-SCP Greater Detroit Area Details
Dan Jacey, SPHR, SHRM-SCP's Ameriprise Financial Experience January 1993 - January 1997
Job Human Resource Professional at The Bower Companies: Expert Care and SERPEO
Industry Human Resources
Experience
The Bower Companies: Expert Care and SERPEO   February 2006 - Present
Strategic Employer Resources (SERPEO)   February 2006 - Present
SHRM Learning System (EMU)   September 2011 - Present
Detroit SHRM  September 2008 - Present
Bd's Mongolian Grill  January 1992 - January 2006
Ameriprise Financial   January 1993 - January 1997

Skills
Employee Benefits, Human Resources, Personnel Management, Employee Engagement, Training, Employee Relations, Organizational..., Benefits Administration, Labor Relations, FMLA, HR Policies, HRIS, Performance Management, Leadership Development, Leadership, Federal Law, Interviews, Policy Writing, People Development, Staff Development, Deferred Compensation, Internal Marketing

Education
Eastern Michigan University   2007 — 2009
Master of Science, Human Resource and Organizational Development, 4.0

Western Michigan University   1983 — 1988
Bachelor, Business Administration; Accounting

Coldwater High School

Saqib Sakrani Saqib Sakrani Miami/Fort Lauderdale Area Details
Saqib Sakrani's Ameriprise Financial Experience April 2009 - Present
Job Financial Advisor / Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   April 2009 - Present
Wells Fargo Securities  August 2004 - April 2009

Education
Florida International University - College of Business
Bachelor, Finance with Minor in Marketing

Dan Toulan Dan Toulan Wilmington, North Carolina Area Details
Dan Toulan's Ameriprise Financial Experience October 2007 - March 2010
Job Watson Managed Services Enterprise Architects at IBM SWG
Industry Information Technology and Services
Experience
IBM  January 2014 - Present
IBM  August 2010 - Present
IBM  January 2005 - May 2010
Ameriprise Financial   October 2007 - March 2010
IBM Global Services  March 1999 - December 2004
IBM  August 1992 - March 1999
IBM  July 1980 - July 1992
IBM  September 1977 - June 1980

Skills
IT Service Management, Asset, Data Center, Storage, IT Strategy, Servers, Capacity Planning, Disaster Recovery, Solution Design, Solution Architecture, Enterprise Architecture, IT Management, Outsourcing, Integration, Service Delivery, Architecture, Software Development, AIX, Service Management, ITIL, Strategy, SAN, IT Outsourcing, Information Technology, Infrastructure, Enterprise Software, Security, System Deployment, Project Portfolio..., IT Operations, Unix, Networking, Management, Technical Architecture, Global Delivery, Virtualization, Cloud Computing, Storage Area Networks, PMP, Pre-sales, Hardware, High Availability, IT Solutions, Storage Virtualization, Cisco Technologies, Incident Management, VMware, Business Continuity, Cluster, PMO

Education
Dutchess Community College   1976 — 1978
Business Management & Computer Science

Stanley Leconte CRPC ® Stanley Leconte CRPC ® Miami/Fort Lauderdale Area Details
Stanley Leconte CRPC ®'s Ameriprise Financial Experience January 2006 - Present
Job Financial Advisor, Chartered Retirement Planning Counselor CRPC ® at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   January 2006 - Present

Education
Florida International University - College of Business   2003 — 2005
Bachelors Degree, Finance, Accounting

Bayside Highschool

Bayside Highschool

Saints Joachim and Anne

Ronald Jackett Ronald Jackett Greater Detroit Area Details
Ronald Jackett's Ameriprise Financial Experience December 2003 - September 2007
Job Business / Operations Manager
Industry Consumer Services
Experience
The Flint Generals   November 2007 - December 2008
Ameriprise Financial   December 2003 - September 2007
Hurley Medical Center  1999 - 2004
Bank One  August 1988 - July 1999

Education
Walsh College   1999 — 2003
MSF, Finance / Economics

Ferris State University   1982 — 1987
BS, Business Management

Rick Saunders, CFP(R), ChFC(R) Rick Saunders, CFP(R), ChFC(R) Greater Atlanta Area Details
Rick Saunders, CFP(R), ChFC(R)'s Ameriprise Financial Experience December 1999 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   December 1999 - Present

Skills
Education Planning, Employee Benefits, Ethical Character, Protection Planning, Risk Management

Education
Duke University   1995 — 1999
Bachelor of Arts (B.A.)

The Hill School   1992 — 1995
High School

Hilton Head Preparatory School   1985 — 1992

Leo Ryan Leo Ryan Greater Boston Area Details
Leo Ryan's Ameriprise Financial Experience December 1997 - June 2007
Job Market Executive
Industry Oil & Energy
Experience
Environmental Health & Engineering, Inc.   March 2014 - Present
EnergyMatters2U - Radio Podcast   February 2014 - Present
OutSmart Power Systems   June 2011 - February 2014
EnerNOC  August 2009 - June 2011
EnerNOC  March 2008 - August 2009
Eco-Logiq   June 2007 - March 2008
Ameriprise Financial   December 1997 - June 2007
Arthur D. Little  May 1994 - December 1997

Skills
Smart Grid, Direct Sales, Contract Negotiation, Lead Generation, CRM, Sales Management, Market Development, CXO, Cleantech, Energy, Renewable Energy, Energy Efficiency, Channel Account..., Energy Conservation, Energy Consulting, Strategic Selling, Energy Policy, Start-ups, Energy Management, Business Development, Management, Strategic Partnerships, Demand Response, Energy Markets, Entrepreneurship, Leadership, New Business Development, Strategy, Sales Process, Carbon, Go-to-market Strategy, Selling, Alternative Energy, Sustainable Business, Sustainable Energy, Clean Technology, Sustainability, Channel Partners, Solar Energy, Photovoltaics, Energy Audits, Electricity Markets, Sales

Education
University of Massachusetts Lowell   1993 — 1995
MS, Work Environment Policy, Industrial Hygiene

Fairfield University   1980 — 1985
BA, Economics, French

Boston College High School   1976 — 1985

Alliance Francaise   1983 — 1984
Diplôme de la Langue Parlée, Language, Cultural Arts

Alexander Reyes Alexander Reyes Miami/Fort Lauderdale Area Details
Alexander Reyes's Ameriprise Financial Experience January 2007 - March 2009
Job Area Human Resources Manager at 24 Hour Fitness
Industry Human Resources
Experience
24 Hour Fitness  December 2014 - Present
24 Hour Fitness  August 2014 - December 2014
Target  July 2011 - May 2014
Prudential Financial  May 2009 - July 2011
Ameriprise Financial   January 2007 - March 2009
Ameriprise Financial   August 2005 - January 2007
Bank of America  July 2003 - August 2005

Skills
Human Resources, Recruiting, Marketing, Training, Team Building, Employee Benefits, Management, Payroll, Sourcing, Leadership Development, Employee Relations, Event Planning, Public Relations, Cold Calling, Business Development, Interviews, Onboarding, Talent Acquisition, Talent Management, Performance Management, Succession Planning, College Recruiting, Organizational...

Education
Nova Southeastern University   2010 — 2012
Master of Business Administration (MBA), Human Resources Management

Florida Atlantic University   2003 — 2007
Bachelor of Arts, Management and Marketing

Lance Husak, MBA Lance Husak, MBA Waterloo, Iowa Area Details
Lance Husak, MBA's Ameriprise Financial Experience May 2009 - May 2013
Job Project Freelancer | Community Volunteer | Everything Enthusiast | Looking to start an international career
Industry Marketing and Advertising
Experience
Self-Employed  May 2013 - Present
Where Italia srl   March 2014 - May 2014
Uplifted  June 2013 - September 2013
Ameriprise Financial   May 2009 - May 2013
ING  September 2007 - May 2009
Pamida  2003 - 2009

Skills
Social Media, Adobe Creative Suite, Photoshop, Electronic..., Written Communication, Joomla, Visio, MS Project, Customer Service, Compliance, Fundraising, Lotus Notes, Customer Relations, Mentoring, Event Planning, Innovation, Organizing, Photography, Microsoft Office, Solver, Nonprofits, Project Management, Program Management, Teamwork, New Business Development, Media Relations

Education
Drake University   2010 — 2013
MBA, Executive Development, 3.92

AIB College of Business   2007 — 2010
Bachelors of Science, Business Administration

Claudia Blaszczynski Claudia Blaszczynski Sacramento, California Area Details
Claudia Blaszczynski's Ameriprise Financial Experience January 2002 - March 2003
Job Procurement Specialist at Apple
Industry Human Resources
Experience
Apple  April 2012 - Present
Applied Biosystems  June 2006 - June 2009
Golden Gate University  February 2005 - May 2006
Aperian Global  2006 - 2006
The Ellington Group, Inc.   2003 - 2004
Ameriprise Financial   January 2002 - March 2003
Institute of Noetic Sciences  March 1998 - January 2001

Skills
Data Analysis, Spanish, Recruiting, Training, Organizational..., Employee Relations, Process Improvement, Human Resources, SAP, Project Management, Coaching, Team Leadership, Change Management, Management, Program Management, Sales, Strategic Planning, Business Analysis, Team Building, Leadership Development

Education
Drexel University - LeBow College of Business   2010 — 2012
MS, Human Resources Development

Golden Gate University   2003 — 2006
BS, Information Technology

Franklin Peitz Franklin Peitz Des Moines, Iowa Area Details
Franklin Peitz's Ameriprise Financial Experience December 2008 - April 2010
Job Auditor at John Deere
Industry Accounting
Experience
John Deere  August 2014 - Present
John Deere  June 2013 - August 2014
John Deere  June 2012 - May 2013
John Deere  June 2011 - May 2012
Core Capital Strategies   January 2011 - June 2011
Deere and Company  May 2010 - August 2010
Ameriprise Financial   December 2008 - April 2010

Skills
Public Speaking, Team Leadership, General Ledger, Accounting, Portfolio Management, Finance, Budgets, Time Management, Microsoft Word, Financial Analysis, Financial Reporting, Customer Service, Microsoft Office, Financial Risk, Microsoft Excel, Analysis, Access, Auditing, Account Reconciliation

Education
Drake University   2007 — 2011
Bachelor of Science, Finance and Accounting

Makerere University Business School   2009 — 2009

Esther Alene Esther Alene Kalamazoo, Michigan Area Details
Esther Alene's Ameriprise Financial Experience October 2008 - April 2009
Job Financial Consultant at PNC Financial Services Group
Industry Financial Services
Experience
PNC Financial Services Group  August 2009 - Present
Esther Alene Management   January 2009 - Present
Ameriprise Financial   October 2008 - April 2009
Western Michigan University  August 2007 - December 2008

Education
Western Michigan University   2007 — 2008
Master of Business Administration

Dillard University   2004 — 2007
Bachelor of Arts, Economics and Finance

David Kasper David Kasper Greater Detroit Area Details
David Kasper's Ameriprise Financial Experience November 2008 - June 2010
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Multi-Bank Securities, Inc.   April 2013 - March 2014
BondDesk Group LLC  April 2012 - February 2013
BondDesk Group LLC  August 2011 - March 2012
BondDesk Group LLC  December 2010 - July 2011
Ameriprise Financial   November 2008 - June 2010
H&R Block Financial Advisors  February 2000 - October 2008
Olde Discount  November 1993 - February 2000
Waterhouse Securities  September 1988 - July 1993

Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading

Education
Eastern Michigan University   1982 — 1985
Bachelors, Finance - Investment Analysis

Dwayne Hall, CFP® Dwayne Hall, CFP® Greater Boston Area Details
Dwayne Hall, CFP®'s Ameriprise Financial Experience 2006 - 2008
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Flagship Harbor Advisors, LLC   March 2014 - Present
Bird Street Community Center  September 2010 - Present
Ameriprise Financial Services, Inc.   September 2002 - March 2014
Ameriprise Financial   2006 - 2008
The Partnership, Inc.   2005 - 2005
Travelers  1999 - 2002
CIGNA Property and Casualty  1997 - 1999

Education
Drexel University   1994 — 1997
BSBA, FInance

Cornwall College   1983 — 1990
HS, Business

Benjamin Jones, CRPC® Benjamin Jones, CRPC® Orlando, Florida Area Details
Benjamin Jones, CRPC®'s Ameriprise Financial Experience February 2005 - August 2007
Job Financial Advisor / Sales Consultant
Industry Financial Services
Experience
Health Guidance Center   November 2008 - June 2010
ASPire Financial Services  August 2009 - May 2010
Smith Barney  September 2007 - November 2008
Ameriprise Financial   February 2005 - August 2007
ADP  September 2001 - August 2003
Republican Party of Florida  August 2000 - April 2001
Merrill Lynch  August 1998 - October 2000
Republican Party of Florida  February 2000 - August 2000
Bear Stearns  1997 - 1998

Education
Florida State University - College of Business   1996 — 1999
BA, Finance

Florida State University   1994 — 1999
Bachelor of Science, Finance

Kingwood High School   1990 — 1994

Marine Military Academy   1992 — 1993

Greensboro Day   1986 — 1990

Richard Pollock Richard Pollock Chagrin Falls, Ohio Details
Richard Pollock's Ameriprise Financial Experience September 2001 - March 2002
Job President at SARJAC, Inc.
Industry Venture Capital & Private Equity
Experience
SARJAC, Inc.   March 2002 - Present
Ameriprise Financial   September 2001 - March 2002
International Neon Products   1995 - 2000
SPS Payments System   1990 - 1995
United Airlines  1974 - 1990

Skills
Series 66, Series 7, Series 63, Securities, Financial Advisory, Investment Management, Retirement, Financial Services, Estate Planning, Private Equity, Insurance, Fixed Income, 401k, Bonds, Fixed Annuities, Wealth Management..., Finance, Asset Management, Budgets, Business Planning, Business Strategy, Due Diligence, Entrepreneurship, Financial Analysis, Investments, Management Consulting, Mergers, Strategic Financial..., Uniform Combined State..., Wealth Management

Education
Illinois Institute of Technology   1983 — 1985
MBA

Florida Atlantic University   1976 — 1978
BBA

Benedictine Military School

Eva Leak Medilek Eva Leak Medilek San Francisco Bay Area Details
Eva Leak Medilek's Ameriprise Financial Experience 2002 - 2010
Job The Hayston Group, LLC
Industry Real Estate
Experience
Dr. Matt Herrington   October 2010 - Present
The Hayston Group, LLC   October 2010 - Present
Diane Murakami, DDS   February 2009 - Present
Ameriprise Financial   2002 - 2010
Embarcadero Dental   February 2007 - February 2009
Transcendentist   January 2005 - February 2007
Jonathan B Levine, DDS/GoSmile NY   July 1992 - December 2004

Skills
Real Estate, Foreclosures, Real Estate Transactions, REO, Investment Properties, Investors, Public Speaking, Property, Short Sales, Customer Service, Entrepreneurship, Small Business, Marketing, Dentistry, First Time Home Buyers

Education
Fairleigh Dickinson University   1978 — 1980
AS, Dental Hygiene

Rich Dad Education
Real Estate Investing

Jeffrey Farrell CRPC® Jeffrey Farrell CRPC® Point Pleasant Beach, New Jersey Details
Jeffrey Farrell CRPC®'s Ameriprise Financial Experience August 2006 - October 2010
Job Financial Professional
Industry Financial Services
Experience
World Equity Group  October 2010 - Present
Buy Me Insurance   January 2012 - Present
United Way of Ocean County  2009 - 2013
Ameriprise Financial   August 2006 - October 2010
Smith Barney  June 1998 - August 2006
Barron & Chase   1997 - 1998

Skills
Fixed income, Portfolio Management, Financial Analysis, Personal Financial..., Insurance, Fixed Income Portfolio..., Fixed Income, Wealth Management, Strategic Financial..., Finance, Investments, Retirement, Financial Advisory, Investment Advisory, Retirement Planning, Series 7, Securities, Small Business, Financial Services, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, 401k, Financial Planning

Education
Florida Metropolitan University

Allie Norwood Allie Norwood Madison, Wisconsin Details
Allie Norwood's Ameriprise Financial Experience 2007 - 2011
Job Loaned Excutive at United Way of Dane County
Industry Higher Education
Experience
United Way of Dane County  July 2015 - Present
Capital Fitness  April 2013 - July 2015
Cornerstone Financial Resources   June 2014 - September 2014
Trek Bicycle Corporation  February 2014 - May 2014
Ameriprise Financial   2007 - 2011

Skills
Higher Education, Research, Public Speaking, Student Affairs, Teaching, Data Entry, Microsoft Word, Event Planning, PowerPoint, Marketing, Customer Satisfaction, Customer Service, Social Media, Microsoft Excel, Microsoft Office

Education
Edgewood College   2011 — 2015
Bachelor of Science (B.S.), Marketing

Edgewood College   2011 — 2015
Bachelor of Science (B.S.), Finance, General

Universidad de Málaga   2014 — 2014
Hispanic Studies, Business & Spanish Language

Elizabeth (Beth) Moore, CFP® Elizabeth (Beth) Moore, CFP® Washington, District Of Columbia Details
Elizabeth (Beth) Moore, CFP®'s Ameriprise Financial Experience February 2008 - May 2009
Job Director of Finance and Operations at Charter Board Partners
Industry Financial Services
Experience
Charter Board Partners  August 2014 - Present
Education Pioneers  June 2014 - August 2014
Georgetown University's McDonough School of Business  January 2014 - May 2014
Georgetown University's McDonough School of Business  August 2012 - May 2014
T. Rowe Price  June 2013 - August 2013
International Volunteer HQ  May 2013 - May 2013
Advisor Financial Services, LLP   May 2009 - August 2012
Ameriprise Financial   February 2008 - May 2009
Georgia-Pacific LLC  August 2007 - February 2008
Georgia Pacific  August 2002 - August 2007

Education
Georgetown University - The McDonough School of Business   2012 — 2014
Master of Business Administration (M.B.A.), General Management

Emory University   2007 — 2008
Financial Planning Certification

Furman University
BS, Business Administration

Amanda Salyer, CFP® Amanda Salyer, CFP® Greater Philadelphia Area Details
Amanda Salyer, CFP®'s Ameriprise Financial Experience September 2006 - July 2007
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2014 - Present
Fidelity Investments  May 2013 - December 2014
Fidelity Investments  September 2011 - May 2013
John Hancock Financial Services  August 2007 - September 2011
Ameriprise Financial   September 2006 - July 2007
American Brokerage Services  April 2005 - August 2006
Susquehanna International Group  September 2004 - March 2005
Delaware Investments, a member of the Macquarie Group  September 2003 - March 2004

Skills
Insurance, Strategic Financial..., Marketing, Sales, Customer Service, Outlook, Microsoft Excel, Series 7, Mutual Funds, Microsoft Office, PowerPoint

Education
The American College   2008 — 2011
CLU, Chartered Life Underwriter

Drexel University   2001 — 2006
BSBaBA, Finance

Drexel University - College of Business and Administration   2001 — 2006
Bachelor of Science, Business Administration, Finance Concentration

Gregory Overland, CFP Gregory Overland, CFP Greater San Diego Area Details
Gregory Overland, CFP's Ameriprise Financial Experience 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   1985 - Present

Education
Drake University

Romaine DeVaul Romaine DeVaul Fort Lauderdale, Florida Details
Romaine DeVaul's Ameriprise Financial Experience October 2007 - October 2008
Job
Industry Financial Services
Experience
TradeStation Securities  February 2011 - Present
TradeStation Securities  March 2010 - February 2011
Everest University  March 2009 - March 2010
Ameriprise Financial   October 2007 - October 2008
Alpha Kappa Psi  September 2005 - April 2007
United States Marine Corps  October 1999 - January 2004

Skills
Technical Analysis, Series 7, Leadership, Admissions, Securities, Financial Services, Training, Strategic Financial..., Finance, Mutual Funds, CRM, Loans, Banking, Asset Managment, Due Diligence, Investments, FINRA, Interviews, Asset Allocation, Trading, Options, Sales, Student Financial Aid, Customer Service, Wealth Management

Education
Florida International University - College of Business   2009 — 2010
Master of Science, Finance

Florida State University   2004 — 2007
Bachelor, Entrepreneurship and Small Buisness Management; Finance

Jennifer Williams Jennifer Williams Green Bay, Wisconsin Area Details
Jennifer Williams's Ameriprise Financial Experience July 2004 - February 2005
Job HR Business Partner at PAI
Industry Financial Services
Experience
PAi  April 2014 - Present
PAi  April 2012 - April 2014
PAi  March 2008 - April 2012
Discover Financial Services  January 2007 - March 2008
Associated Bank  January 2005 - January 2007
Ameriprise Financial   July 2004 - February 2005

Skills
Employee Relations, Talent Management, Performance Management, Onboarding, Employee Benefits, Benefits Administration, Recruiting, Talent Acquisition, Succession Planning, Applicant Tracking..., College Recruiting

Education
University of Wisconsin-Green Bay   1997 — 2000
Bachelor's, Business Management w/HR emphasis

Edgewood College   1993 — 1995

Peter S. Denison, RFC® Peter S. Denison, RFC® Greater New York City Area Details
Peter S. Denison, RFC®'s Ameriprise Financial Experience January 2000 - October 2009
Job President, Registered Financial Consultant
Industry Financial Services
Experience
p.s. Denison   May 2010 - Present
Joseph P. Lucia & Associates LLC   November 2009 - April 2013
Ameriprise Financial   January 2000 - October 2009
Merrill Lynch  1984 - 1990

Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 65, Retirement Planning, Financial Planning, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management, Insurance, Estate Planning, Investment Strategies, Asset Management, Retirement Income..., Portfolio Management, Alternative Investments, Finance, Risk Management, Retirement, Financial Services, Securities, Mutual Funds

Education
University of Maryland College Park   1975 — 1977
B.A., Radio, TV, and Film

Dutchess Community College   1973 — 1975
A.A., Liberal Arts/Humanities

Joe Steele Joe Steele Greater Philadelphia Area Details
Joe Steele's Ameriprise Financial Experience 2005 - 2007
Job Vice President, Talent Acquisition at Beneficial Bank
Industry Human Resources
Experience
Beneficial Bank  2013 - Present
2013 World Outgames   2012 - 2013
Legion Insurance  2007 - 2012
Merrill Lynch  2007 - 2007
Ameriprise Financial   2005 - 2007
Don Richard Associates  2005 - 2005

Skills
Recruiting, Talent Acquisition, Employee Relations, Process Implementation, Employee Benefits, Talent Management, Insurance, Human Resources, Management, Performance Management, Temporary Placement, Benefits Administration, Deferred Compensation, Program Management, Applicant Tracking..., College Recruiting, Internet Recruiting, Leadership, Onboarding, Sourcing, Negotiation, Employer Branding, HRIS, Strategy

Education
Drexel University
Communications - Corporate Communicatons & Public Relations

Wingate University
Mass Communication/Media Studies

Brandon Leuschen Brandon Leuschen Washington D.C. Metro Area Details
Brandon Leuschen's Ameriprise Financial Experience January 2009 - January 2010
Job Client Success Manager at Fishbowl Marketing Analytics
Industry Computer Software
Experience
Fishbowl Marketing Analytics  January 2015 - Present
Fishbowl Marketing  March 2014 - December 2014
Fishbowl Marketing  September 2012 - March 2014
Cvent  February 2010 - May 2012
Ameriprise Financial   January 2009 - January 2010
Public Elementary school located in Chiba prefecture's   March 2008 - August 2008
Elizabethtown College  June 2007 - August 2007

Skills
Japanese, Japanese culture, Translation, Client Service, Client Relationship..., Telephone Skills, Soft Skills, Software Training, Salesforce.com, Event Planning, Social Media, Customer Service, Microsoft Office, Event Management, Writing, Email Marketing, Public Relations, Database Management, Social Media Marketing, Word, Management, Training, Leadership, Marketing, Online Marketing, Customer Retention, Social Networking, Client Services

Education
Elizabethtown College   2004 — 2008
Bachelor's Degree, Japanese and Communications

GA

Peter Lockinger Peter Lockinger New York, New York Details
Peter Lockinger's Ameriprise Financial Experience May 2007 - March 2008
Job Investment Banking Associate at Macquarie Capital
Industry Financial Services
Experience
Macquarie Group  July 2015 - Present
Citi  June 2014 - August 2014
Fiesta Kids, Inc   August 2011 - August 2013
FOLIOfn  February 2011 - July 2013
FOLIOfn  March 2008 - February 2011
Ameriprise Financial   May 2007 - March 2008

Skills
Financial Modeling, Investments, Strategic Financial..., Competitive Analysis, Business Analysis, Portfolio Management, Spanish

Education
Duke University - The Fuqua School of Business   2013 — 2015
Master of Business Administration (MBA), Finance Concentration

Mary Washington College   2003 — 2007
Bachelor of Science (B.S.)

J.T. Pedersen J.T. Pedersen Greater Minneapolis-St. Paul Area Details
J.T. Pedersen's Ameriprise Financial Experience November 2011 - July 2012
Job Vice President, CFO at Collins Electrical Construction Co.
Industry Construction
Experience
Collins Electrical Construction Co.  January 2015 - Present
Collins Electrical Construction Co.  April 2013 - Present
Collins Electrical Construction Co.  July 2012 - March 2013
Ameriprise Financial   November 2011 - July 2012
Ameriprise Financial   August 2010 - November 2011
Graybar Electric  August 2008 - August 2010

Education
University of St. Thomas - Opus College of Business   2010 — 2013
M.B.A., Finance

Florida Gulf Coast University   2003 — 2008
B.S., Finance

University of Michigan   2006 — 2006

Rachel Denning Rachel Denning Greater New York City Area Details
Rachel Denning's Ameriprise Financial Experience July 2012 - Present
Job Administrative Assistant for Ameriprise Financial
Industry Marketing and Advertising
Experience
Ameriprise Financial   July 2012 - Present
Drew University Equestrian Team   September 2011 - Present
New York Yankees  October 2012 - October 2012
Pearl Media LLC  September 2011 - December 2011
The Red Mill Museum Village   May 2010 - August 2010
Ikaria  January 2007 - January 2008

Education
Drew University   2007 — 2011
B.A, Anthropology

Jessica Peeden Jessica Peeden Greensboro/Winston-Salem, North Carolina Area Details
Jessica Peeden's Ameriprise Financial Experience July 2009 - Present
Job Planning Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   July 2009 - Present
Keller Williams Realty, Inc.   February 2004 - July 2007
Fireside Hearth & Home (Eau Claire & Minocqua)   November 1995 - January 2004

Skills
Microsoft Excel, Microsoft Office, Customer Service, Time Management, Financial Planning, Process Improvement, Analysis

Education
East Carolina University   1992 — 1994

Ragsdale High School   1988 — 1992

David Cousins David Cousins Rockland, Massachusetts Details
David Cousins's Ameriprise Financial Experience November 2010 - Present
Job Technical Analyst Lead at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 2010 - Present
U.S. Census Bureau -- Census Coverage Management   March 2010 - September 2010
Broadridge  July 2009 - October 2009
Boston Financial Data Services  October 2007 - December 2008
Boston Financial Data Services  August 1997 - October 2007
Federated Investors  1993 - August 1997

Skills
Project Management, Vendor Management, Data Analysis, Mutual Funds, Customer Service, Strategy, Leadership, Process Improvement, Business Analysis, Technical Support, Lotus Notes, XP, Change Management, Management, SharePoint, Outlook, Budgets, Microsoft Office, Call Centers, Investments, Business Strategy, Series 63, Financial Services, Asset Managment, Team Leadership, Requirements Gathering, Microsoft Excel

Education
Eastern Nazarene College   1988 — 1993

Merritt Poole Merritt Poole Greater Chicago Area Details
Merritt Poole's Ameriprise Financial Experience May 2006 - August 2006
Job Senior Analyst Financial Planning & Analysis at Inland American Business Manager & Advisor, LLC
Industry Financial Services
Experience
Inland American Business Manager & Advisor, LLC   January 2014 - Present
Equable Ascent Financial, LLC  January 2012 - December 2013
Equable Ascent Financial, LLC  April 2010 - January 2012
Cerner Corporation  February 2006 - December 2006
Ameriprise Financial   May 2006 - August 2006
Elgin Corrugated Box Company   January 1998 - January 2004

Skills
Accounting, Accounts Receivable, Budgets, Competitive Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Portfolio Management, Presentation..., Strategic Financial..., Due Diligence, Mergers

Education
Dominican University   2008 — 2009
Masters of Business Administration, Accounting, 4.0

William Jewell College   2004 — 2008
Bachelors, Accounting, Business Administration, ACT-IN, 3.91

St. Charles East   2000 — 2004

Oxford University
Overseas Honors Program, General Studies

Faith Martin Faith Martin Leesburg, Florida Details
Faith Martin's Ameriprise Financial Experience June 2006 - March 2009
Job Retired Financial Consultant
Industry Financial Services
Experience
Regions Financial Corporation  September 2013 - July 2014
Merrill Lynch  November 2012 - September 2013
Garrison Wealth Management   March 2011 - October 2012
Edward Jones  August 2009 - March 2011
Ameriprise Financial   June 2006 - March 2009
Ameriprise Financial   June 2002 - June 2006
Ameriprise Financial   January 1993 - June 2002
Ameriprise Financial Advisors  March 2000 - February 2002

Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Fixed Annuities, FINRA

Education
Florida State University   1968 — 1971
BS, Education

Florida International University
BS, Education

Wain Miller Wain Miller Greater Seattle Area Details
Wain Miller's Ameriprise Financial Experience May 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   May 2000 - Present
Pierce Transit  October 1998 - April 2000
Washington State Department of Transportation  April 1990 - October 1998
Centralia Mining Corp.   June 1982 - March 1990
Tektronix  August 1975 - June 1982

Education
Eastern Washington University   1966 — 1975
MBA, Financial Management

Lori Wenzl Davis, CPC, QPFC, CFP® Lori Wenzl Davis, CPC, QPFC, CFP® Tampa/St. Petersburg, Florida Area Details
Lori Wenzl Davis, CPC, QPFC, CFP®'s Ameriprise Financial Experience 1988 - 1995
Job Transition Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  October 2013 - Present
Tampa Bay Lightning  February 2013 - October 2013
ASPire Financial Services, LLC  February 2011 - February 2013
The Newport Group  August 2009 - December 2010
Fidelity Investments  September 2007 - March 2009
Invesmart  2001 - 2007
The 401(k) Company   1996 - 2001
Ameriprise Financial   1988 - 1995

Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...

Education
Drake University   1981 — 1985
Bachelor of Arts, Journalism

Anthony LaFerrara Anthony LaFerrara Rockaway, New Jersey Details
Anthony LaFerrara's Ameriprise Financial Experience October 2006 - May 2007
Job Consultant
Industry Financial Services
Experience
Gain Capital Group  November 2007 - June 2015
Forex.com GAIN Capital Group   October 2008 - April 2011
Forex.com GAIN Capital Group   November 2007 - October 2008
Ameriprise Financial   October 2006 - May 2007
American Express Financial Advisors  2006 - 2007

Skills
Series 7, series 66, series 3, series 34, Investments, Financial Services, Securities, Equities, Canadian FLC, Canadian NEC, Forex, Leadership Development, Change Management, FINRA, Finance, FX Options, Financial Markets, Foreign Exchange, Electronic Trading, Trading, Management, Training, Uniform Combined State..., Salesforce.com, Analysis, FX Trading

Education
NeuroLeadership Institute   2011 — 2012

Farleigh Dickinson University, Florham Park
B.A, Hospitality Management

Fairleigh Dickinson University
Bachelor's degree, Hospitality Administration/Management

Nick Cortazzo, CFP(R), CRPC(R) Nick Cortazzo, CFP(R), CRPC(R) Greater Pittsburgh Area Details
Nick Cortazzo, CFP(R), CRPC(R)'s Ameriprise Financial Experience November 2004 - November 2009
Job CERTIFIED FINANCIAL PLANNER (TM) professional
Industry Financial Services
Experience
PNC Investments  October 2013 - Present
3 River Wealth Management Group, Inc.   November 2009 - October 2013
Ameriprise Financial   November 2004 - November 2009
Cornerstone America  May 2004 - November 2004

Education
Duquesne University   2011 — 2011
Executive Certificate in Financial Planning, School of Leadership

Washington and Jefferson College   2000 — 2004
Bachelors, Economics

Amanda Murasso Amanda Murasso Greater New York City Area Details
Amanda Murasso's Ameriprise Financial Experience November 2007 - December 2008
Job Executive Administrative Assistant in search...
Industry Nonprofit Organization Management
Experience
March of Dimes  March 2009 - September 2009
Ameriprise Financial   November 2007 - December 2008

Education
Dutchess Community College   2001 — 2003
Adolescent Psychology & Chemical Dependancy Counseling

Brian Clouse Brian Clouse Greater Pittsburgh Area Details
Brian Clouse's Ameriprise Financial Experience November 2005 - October 2009
Job Financial Planner at 3 Rivers Wealth Management
Industry Financial Services
Experience
3 Rivers Wealth Management   November 2009 - Present
Ameriprise Financial   November 2005 - October 2009

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Series 7, Investments, Investment Strategies, Financial Planners, Fixed Annuities, Securities

Education
Duquesne University   2000 — 2002
Masters

University of Pittsburgh   1996 — 2000
Bachelelor's of Science, Interdisciplinary Studies

Springdale   1992 — 1996

Dana Milone Dana Milone Greater New York City Area Details
Dana Milone's Ameriprise Financial Experience June 2010 - December 2011
Job Marketing & Operations at Westfield
Industry Marketing and Advertising
Experience
Westfield  February 2013 - Present
Ameriprise Financial   June 2010 - December 2011
Luxottica Group  September 2007 - January 2010
Ogilvy and Mather  June 2006 - September 2007

Skills
Sales, Marketing, Customer Service, Social Media Marketing, Marketing Strategy, Management, Advertising, Digital Marketing, Social Media, Online Advertising, Marketing Communications, Brand Development, Integrated Marketing

Education
Fairfield University
Bachelor of Arts, Communications and Sociology

Craig Myers, CRPC, MBA Craig Myers, CRPC, MBA Monticello, Illinois Details
Craig Myers, CRPC, MBA's Ameriprise Financial Experience 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   1998 - Present

Education
Eastern Illinois University   1986 — 1987
Masters in Business Administration, Finance

Eastern Illinois University   1982 — 1986
Bachelor of Science, Business and Finance

Shane Kinsley Shane Kinsley Williamsburg, Virginia Details
Shane Kinsley's Ameriprise Financial Experience August 2009 - December 2009
Job Analyst at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield  May 2015 - Present
Integra Realty Resources  April 2014 - April 2015
RK Auto Group  February 2011 - March 2014
Bloomberg  March 2010 - January 2011
Ameriprise Financial   August 2009 - December 2009

Skills
Bonds, Loans, Equities, Fixed Income, Derivatives, Financial Modeling, Financial Markets, Capital Markets, Portfolio Management, Financial Analysis, Investments, Bloomberg Terminal, Microsoft Office, Bloomberg, Sales, Finance, Financial Services, Banking

Education
Monmouth University   2011 — 2011
MBA, Finance

Florida Southern College   2005 — 2009
BS, Finance

LaMont Boykins LaMont Boykins Greater New York City Area Details
LaMont Boykins's Ameriprise Financial Experience November 2004 - November 2009
Job Vice President, Learning & Performance at ADP
Industry Human Resources
Experience
ADP  September 2012 - Present
Convergys Corporation  July 2009 - January 2012
Ameriprise Financial   November 2004 - November 2009
Ford Motor Company  February 1984 - November 2004

Skills
Business Relationship..., Consulting, Financial Services, Human Resources, Training, Marketing, Business Transformation, Sales, Leadership, Cross-functional Team..., Team Building, Program Management, Management, Project Management, Talent Management, Employee Training, Employee Relations, Recruiting, Leadership Development, Strategic Planning, Succession Planning, Strategy, Project Planning, Product Management, Sales Management, Outsourcing, P&L Management, Performance Management, Process Improvement, Customer Retention, Performance Improvement, Enterprise Software, Change Management, BPO, Talent Acquisition, Vendor Management, CRM, Employee Engagement, Call Centers, Team Leadership

Education
Duke University - The Fuqua School of Business   1999 — 2001
MBA, Business

Westminster College (PA)   1979 — 1983
BA, Business

Timothy Daley Timothy Daley Greater Boston Area Details
Timothy Daley's Ameriprise Financial Experience OfficialAJHL2012 - 2012
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   OfficialAJHL2012 - 2012
Boston Triathlon Team   2011 - 2011
Minuteman Swimming   2011 - 2011

Education
Elmira College   2002 — 2006
Bachelor's, Business, Management, Accounting

Trinity Pawling School   2001 — 2002

Chelmsford High School   1997 — 2001

Karen Scully-Mariani, CFP® Karen Scully-Mariani, CFP® Greater St. Louis Area Details
Karen Scully-Mariani, CFP®'s Ameriprise Financial Experience June 2010 - Present
Job Registered Principal at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   June 2010 - Present
Ameriprise Financial   June 2008 - June 2010

Education
Drake University
BSBA, Business Administration

Dale Meyer Dale Meyer Phoenix, Arizona Area Details
Dale Meyer's Ameriprise Financial Experience June 2004 - July 2007
Job Managing Director & CEO, Dynamic Financial Solutions, LLC
Industry Financial Services
Experience
Dynamic Financial Solutions, LLC   August 2007 - Present
Ameriprise Financial   June 2004 - July 2007
IDS Life Insurance Company   June 2004 - July 2007

Skills
Financial Advisory, Estate Planning, Cash Management, Retirement Planning, Financial Planners, Investments, Mutual Funds, Risk Management, Investment Strategies, Securities, Retirement, Fixed Annuities, Life Insurance, Financial Services, Finance, Insurance, Employee Benefits, Bonds, Financial Planning

Education
Eastern New Mexico University   2000 — 2004
Business Administration, Minor in Accounting

Borger High School

Jaymie Alvarez Jaymie Alvarez Miami, Florida Details
Jaymie Alvarez's Ameriprise Financial Experience November 2007 - January 2009
Job Physician Assistant Student
Industry Medical Practice
Experience
Keller Williams Realty Professionals  March 2015 - Present
REM Creative Group   July 2012 - May 2013
Homestead Diagnostic Center   July 2010 - May 2012
Dermatology Research Institute Dr. Brandt   August 2009 - March 2010
Ameriprise Financial   November 2007 - January 2009
Stratton & Feinstein Law Firm   December 2004 - December 2006

Skills
Social Media Marketing, Social Media Development, Metrics Analysis, Photography, Photoshop, Graphic Design, Microsoft Office, Promotional Products, Promotional Design, Public Health, Social Media, Promotions, Email Marketing, Marketing Strategy, Analysis, Business Development, Marketing, Leadership, Management, Entrepreneurship, Advertising, Public Relations, Public Speaking, Event Management, Social Networking

Education
Florida International University   2006 — 2010
Bachelor's in Business Administration, Marketing

Terri Rowe Terri Rowe Greater Detroit Area Details
Terri Rowe's Ameriprise Financial Experience April 2002 - Present
Job Registered Support Assistant at Ameriprise Financial, Inc.
Industry Investment Management
Experience
Ameriprise Financial   April 2002 - Present
Plante & Moran Financial Advisors   August 2001 - April 2002
Smith Barney  June 1999 - August 2001
Norton Capital Management   January 1995 - June 1999
Smith Barney  September 1991 - January 1995
Morgan Stanley Dean Witter  June 1990 - September 1991
Smith Barney  January 1987 - June 1990

Skills
Series 7, Licensing, Mutual Funds, Wealth Management, Retirement Planning, Strategic Financial..., Bonds, Estate Planning, Investments, Series 63, Equities, Portfolio Management, Insurance, Asset Allocation, Series 6, Investment Advisory, Retirement, Fixed Annuities, 401k

Education
El Camino College   1983 — 1985
Business

Aviation High School   1979 — 1982

Paul Bopp Paul Bopp Greenville, South Carolina Details
Paul Bopp's Ameriprise Financial Experience September 1999 - March 2006
Job Managing Director, BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow   January 2015 - Present
First Citizens Bank & Trust of South Carolina  May 2012 - December 2014
BB&T  March 2006 - April 2012
Ameriprise Financial   September 1999 - March 2006
Teach For America  August 1997 - July 1999

Skills
Wealth Management, Investments, Series 7, Estate Planning, Investment Management, Financial Advisory, Retirement, Retail Banking, Public Speaking, Series 63, Asset Allocation, Securities, Team Building, Retirement Planning, Investment Strategies, Strategic Financial..., Alternative Investments, Sales Management, Long-term Care, Asset Managment, Series 65

Education
Emory University - Goizueta Business School   2010 — 2012
MBA

Hamilton College   1993 — 1997
1997, Neuroscience

Carrie Power Fraise Carrie Power Fraise Fort Madison, Iowa Details
Carrie Power Fraise's Ameriprise Financial Experience April 2008 - November 2010
Job Sales & Marketing Professional
Industry Real Estate
Experience
Fraise Auction & Real Estate   November 2010 - Present
Ameriprise Financial   April 2008 - November 2010
Fraise Auction and Real Estate   February 2006 - April 2008
Diversified Graphics  2005 - 2008
Turn Up the Music, Inc.   March 1999 - October 2005
TUTM Entertainment  1999 - 2005
US Toy Magic   1997 - 1999

Skills
Marketing, Marketing Strategy, Social Networking, Social Media Marketing, Marketing Communications, Advertising, Social Media, Sales, Management, Customer Service, Strategic Planning, Real Estate, Negotiation, Leadership, Public Relations, Team Building, Microsoft Office, Event Planning

Education
Drake University   1994 — 1997
BSBA, Marketing & Management

Illinois Valley Central High School   1990 — 1992
High School

Jim Mumaw Jim Mumaw Charlottesville, Virginia Area Details
Jim Mumaw's Ameriprise Financial Experience Financial Advisor/Registered PrincipalAmeriprise Financial Services, Inc.2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   Financial Advisor/Registered PrincipalAmeriprise Financial Services, Inc.2001 - Present

Education
Eastern Mennonite University   1985 — 1989

Sidharth Anand Sidharth Anand Miami/Fort Lauderdale Area Details
Sidharth Anand's Ameriprise Financial Experience November 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 2007 - Present

Education
Florida International University - College of Business   2003 — 2007

Ivan Bryant Ivan Bryant Washington D.C. Metro Area Details
Ivan Bryant's Ameriprise Financial Experience 2004 - 2006
Job Financial Analyst at Logos Technologies, Inc.
Industry Accounting
Experience
Logos Technologies, Inc.   2010 - Present
Deloitte  2009 - 2010
BearingPoint  2007 - 2009
Ameriprise Financial   2004 - 2006
Northrop Grumman  2003 - 2004

Skills
Resource Allocation, Variance Analysis, Project Control, MS Project, Program Management, Finance, Process Improvement, Accounting, Financial Analysis, Analysis

Education
Florida Agricultural and Mechanical University   1997 — 2002
MBA, Business

Sara Joy Clemmer Sara Joy Clemmer Greater New York City Area Details
Sara Joy Clemmer's Ameriprise Financial Experience December 2003 - October 2005
Job Campus Recruiter at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2010 - October 2011
KPMG  2008 - June 2010
Ocean Tomo  December 2005 - July 2008
Ameriprise Financial   December 2003 - October 2005

Education
Eastern Mennonite University   1999 — 2003

LaMont Boykins LaMont Boykins Greater Minneapolis-St. Paul Area Details
LaMont Boykins's Ameriprise Financial Experience November 2004 - Present
Job VP of Training and Development at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 2004 - Present
Ford Motor Company  2000 - 2004

Education
Duke University - The Fuqua School of Business   1999 — 2002

Westminster College   1979 — 1983
BA, Business

John Mico-Monaco John Mico-Monaco Greater Philadelphia Area Details
John Mico-Monaco's Ameriprise Financial Experience 2000 - 2003
Job at TruGreen LandCare
Industry Consumer Services
Experience
TruGreen LandCare  May 2009 - Present
Ameriprise Financial   2000 - 2003

Skills
Strategic Financial...

Education
Drexel University   1995 — 2000

Julie Dodds Julie Dodds Greater Minneapolis-St. Paul Area Details
Julie Dodds's Ameriprise Financial Experience August 2010 - Present
Job Director of Transfer Pricing/Allocations at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   August 2010 - Present
Ameriprise Financial   July 2007 - July 2010

Education
Ferris State University
B.S., Accounting

Julia Ducayet Julia Ducayet Greater Minneapolis-St. Paul Area Details
Julia Ducayet's Ameriprise Financial Experience May 2011 - August 2012
Job Sr. Director, Marketing at UnitedHealthcare
Industry Financial Services
Experience
UnitedHealthcare  2012 - Present
Ameriprise Financial   May 2011 - August 2012
Ameriprise Financial   2009 - 2011
Ameriprise Financial   2005 - 2009

Skills
Cross-functional Team..., Change Management, Leadership, Strategy, Management, Contract Negotiation, Strategic Planning, Vendor Management, Marketing, Business Strategy, Business Process..., Relationship Management, Insurance, Fixed Annuities, Team Building, Project Planning, Integrated Marketing, Leading Change, Leading Cross..., Driving Results, Performance Management, Business Process, Enterprise Software, Sales, Mutual Funds, Human Resources, Product Management, Variable Annuities, Product Marketing, Product Launch, Competitive Analysis, Department Budget..., Managing Project Budgets, Financial Services

Education
Florida Institute of Technology   1988 — 1993
B.S., Business Administration

Mark Haag, CRPC®, APMA® Mark Haag, CRPC®, APMA® West Palm Beach, Florida Area Details
Mark Haag, CRPC®, APMA®'s Ameriprise Financial Experience 1999 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial   1999 - Present

Education
Florida State University   1994 — 1996
Bachelor of Science, Business/Management

College of Financial Planning

Manish Dave Manish Dave Greater Minneapolis-St. Paul Area Details
Manish Dave's Ameriprise Financial Experience 2006 - Present
Job SVP at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   2006 - Present
Bank of America  2001 - 2006
Merrill Lynch  1997 - 2000

Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Financial Services, Investments, Asset Allocation, Securities, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Retirement, Alternative Investments

Education
Emory University   1993 — 1997
BBA, Finance, Political Science

Alexander Gernert Alexander Gernert Greater Minneapolis-St. Paul Area Details
Alexander Gernert's Ameriprise Financial Experience December 2005 - September 2006
Job Technology Gerneralist
Industry Information Technology and Services
Experience
Tech^3   May 2009 - Present
The Nielsen Company  May 2007 - May 2009
Ameriprise Financial   December 2005 - September 2006
Toro  2004 - 2005
ISD 15 - Saint Francis School District   2001 - 2004
Hazelden Foundation  May 1996 - May 1999
Career Dynamics Seminars   April 1995 - August 1998

Education
Walden University   2009 — 2011
MISM, Information Sytems Managment Information Security

Hamline University   1992 — 1994

Minneapolis Community and Technical College   1990 — 1992
AA, Humanities

Emerson College   1984 — 1986
Mass Comm

Tenafly High School   1980 — 1984
HS

Liz Connelly Liz Connelly Greater Minneapolis-St. Paul Area Details
Liz Connelly's Ameriprise Financial Experience 2007 - 2008
Job Senior Director at UnitedHealth Group
Industry Information Technology and Services
Experience
Optum Technology  June 2012 - Present
Clientek  April 2009 - June 2012
Weatherly Consulting  October 2005 - January 2009
Ameriprise Financial   2007 - 2008
Ameriprise Financial   2006 - 2007
Ameriprise Financial   2005 - 2006
Federal Reserve Bank of Minneapolis  1997 - 2000
Federal Reserve Bank of Minneapolis  1995 - 1997
Federal Reserve Bank of Minneapolis  1993 - 1995
Eclat, Inc   1989 - 1992

Skills
Microsoft Office, Cross-functional Team..., Compliance, Waterfall, Business Analysis, Agile Project Management, Certified Scrum Master..., Demos, Program Management, Software Project..., Agile Methodologies, Project Management, Integration, Leadership, Business Intelligence, Process Improvement, SDLC, Cloud Computing

Education
West Virginia University   1981 — 1982
MA, Organizational Communication

Emerson College   1977 — 1981
BS, Organizational Communication

Suzanne Pfutzenreuter Suzanne Pfutzenreuter San Francisco Bay Area Details
Suzanne Pfutzenreuter's Ameriprise Financial Experience September 2008 - September 2010
Job Visual Designer
Industry Graphic Design
Experience
Allis Collective   April 2014 - Present
TEAK Digital  January 2014 - April 2014
SA-5   September 2012 - December 2013
3e The Life Time Agency  August 2011 - July 2012
Altered Esthetics, non-profit art gallery   November 2010 - July 2012
3e The Life Time Agency  September 2010 - August 2011
Ameriprise Financial   September 2008 - September 2010
Meredith Coorperation   October 2005 - April 2008

Skills
Art Direction, Graphic Design, Motion Design, Web Design, Creative Direction, Art, Painting, Collateral, Motion Graphics, Editorial, Animation, Layout, Illustration, Adobe Creative Suite, Typography, Illustrator, Corporate Identity, Logo Design, Branding & Identity, Business Cards, Magazines, Brochures, InDesign, Graphics, Mac

Education
Drake University   2004 — 2008
BFA, Graphic Deisign, concentration in painting

Studio Arts Center International   2006 — 2006
semester abroad, Art

Brian Tornifolio Brian Tornifolio Greater Pittsburgh Area Details
Brian Tornifolio's Ameriprise Financial Experience August 2005 - February 2007
Job Lead Performance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  October 2010 - Present
BNY Mellon  July 2009 - October 2010
Duquesne University  August 2007 - August 2008
Ameriprise Financial   August 2005 - February 2007

Skills
Strategic Financial..., Financial Analysis, Asset Allocation, Customer Service, Sales, Employee Training, Project Management, Finance, Research, Change Management, Leadership, Risk Management, Process Improvement, Management

Education
Duquesne University   2007 — 2008
MBA, Sustainability

Duquesne University   2001 — 2005
BS, Leadership & Change Management, Finance

Anjali Gandhi Anjali Gandhi Greater Minneapolis-St. Paul Area Details
Anjali Gandhi's Ameriprise Financial Experience August 2006 - November 2009
Job Vice President, Platform Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Ameriprise Financial Services, Inc.   October 2011 - Present
Express Scripts  November 2009 - October 2011
Ameriprise Financial   August 2006 - November 2009
US Bank  2004 - 2006
Thomson Reuters  May 2003 - October 2004

Skills
Integration, Windows, Data Warehousing, SDLC, Vendor Management, Leadership

Education
Florida International University   2000 — 2001
Management Information Systems, MIS

Mahatma Jyotiba Phule (MJP) Rohilkhand University   1996 — 2000
Engineering, Computer Science

Mario LiVecchi Mario LiVecchi Princeton, New Jersey Details
Mario LiVecchi's Ameriprise Financial Experience May 2006 - March 2008
Job Financial Executive at Princeton Investment Services
Industry Financial Services
Experience
Princeton Investment Services   April 2011 - Present
Wells Fargo Advisors  May 2008 - April 2011
Ameriprise Financial   May 2006 - March 2008

Skills
Wealth Management, Management Consulting, Financial Advisory, Series 7, Financial Services, Mutual Funds, Stocks, Municipal Bonds, Corporate Bonds, Estate Planning, Fixed Income Strategies, Investment Management, Retirement Planning, Financial Planners, Securities

Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance

Marg Semke Marg Semke Greater Minneapolis-St. Paul Area Details
Marg Semke's Ameriprise Financial Experience
Job Client Services Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  

Education
Drake University
Master of Business Administration (MBA)

Iowa State University
Bachelor of Science (B.S.), English/Journalism

Cameron Pimm Cameron Pimm Greater Atlanta Area Details
Cameron Pimm's Ameriprise Financial Experience 2005 - 2007
Job Senior Property Manager at Westwood Financial Corp.
Industry Commercial Real Estate
Experience
Westwood Financial Corp.  April 2014 - Present
Elephant Development Services   June 2012 - Present
CBRE  May 2013 - April 2014
Jones Lang LaSalle  July 2012 - November 2012
Novare Group  March 2008 - July 2012
Fifth Street Management  May 2007 - December 2007
Ameriprise Financial   2005 - 2007

Skills
Real Estate, Commercial Real Estate, Project Management, Property Management, Budgets, Management, Project Planning, Investments, Investment Properties, Disposition, Contract Management, Real Estate Development, Leases, Brokerage, Real Estate Economics, Marketing, Contract Negotiation, Residential Homes, Construction, Shopping Centers, Facilities Management, Finance, Location Intelligence, Property, Lease Administration, Asset Management, Corporate Real Estate, Real Estate Transactions, Tenant, Investors, Due Diligence, Condos, Landlords, Sellers, REO, Foreclosures, Acquisitions, Valuation, Apartments, Relocation, Mergers & Acquisitions

Education
Emory University - Goizueta Business School   2001 — 2005
BBA, Real Estate, Management, and Marketing

David Sandstrom CPA/PFS, M Acc David Sandstrom CPA/PFS, M Acc Greater Atlanta Area Details
David Sandstrom CPA/PFS, M Acc's Ameriprise Financial Experience October 1995 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   October 1995 - Present
PwC  1978 - 1983

Education
Florida State University   1976 — 1978
M Acc, Accounting

University of South Florida   1974 — 1976
BA, Business

St. Petersburg College   1973 — 1974
AA, Business

James Periord James Periord Greater Detroit Area Details
James Periord's Ameriprise Financial Experience March 1986 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   March 1986 - Present
ADP  June 1980 - March 1986

Education
Eastern Michigan University   1976 — 1980
BA, Operations Research and Information Systems

Jack Ferhadson Jack Ferhadson Greater Detroit Area Details
Jack Ferhadson's Ameriprise Financial Experience November 2008 - May 2010
Job Project Manager
Industry Information Technology and Services
Experience
SourceHOV  October 2012 - Present
Genesis10 Corporation   May 2011 - August 2011
Ameriprise Financial Services, Inc.   November 2008 - May 2010
Ameriprise Financial   November 2008 - May 2010
H&R Block Financial Advisors  December 1999 - October 2008
OLDE Discount Brokers  August 1988 - November 1999

Skills
Program Management, Business Analysis, PMO, Process Improvement, Project Delivery, SharePoint, Risk Management, Data Center, Business Process, Visio, Agile Methodologies, Project Portfolio..., Software Development, SDLC, PMP, Access, Business Requirements, Software Documentation, Vendor Management, Requirements Gathering, Requirements Analysis, Software Project..., Integration, IT Strategy, Disaster Recovery, Outsourcing, Business Process..., Six Sigma, IT Management, MS Project, Information Technology, Troubleshooting, ITIL, Business Intelligence, Business Process..., IT Service Management, Resource Management, Project Management

Education
Eastern Michigan University   1982 — 1986
BBA, Business Information Systems

Christopher Sung Christopher Sung Greater Los Angeles Area Details
Christopher Sung's Ameriprise Financial Experience August 2006 - December 2006
Job Sr.Buyer/Vendor Manager at Amazon
Industry Retail
Experience
Amazon  October 2014 - Present
Sasquatch Partners, LP   January 2013 - Present
Lucky Brand Jeans  August 2012 - April 2014
Pacific Sunwear  May 2010 - July 2012
Abercrombie & Fitch  August 2007 - April 2010
Ameriprise Financial   August 2006 - December 2006
Ketchum  June 2006 - August 2006

Skills
Fashion, Retail, Trend, E-commerce, Product Development, Sourcing, Strategy, Merchandising, Management, Cross-functional Team..., Sales, Product Management, Marketing Strategy, Trend Analysis, Apparel, Marketing, Visual Merchandising, Inventory Management, Pricing, Textiles, Assortment, Social Media, Store Management

Education
Duke University   2003 — 2007
BA, Political Science, Markets and Management

Mark Zimmer Mark Zimmer Calabasas, California Details
Mark Zimmer's Ameriprise Financial Experience March 2002 - March 2006
Job Marriage and Family Therapy Intern
Industry Mental Health Care
Experience
Calabasas Counseling Center   February 2014 - Present
Conscious Recovery by CLARE Foundation, Inc   February 2014 - Present
Interfaith Shelter Network, Inc   January 2013 - Present
St. Helena Center for Behavioral Health   September 2012 - Present
U.S. Trust, Bank of America   December 2007 - June 2011
Citicorp Investment Services  August 2006 - December 2007
American Express Financial Advisors  February 2003 - August 2006
Ameriprise Financial   March 2002 - March 2006
N/A  February 2001 - February 2003

Skills
CBT, DBT, Addiction Recovery, Psychodynamic, Motivational..., Public Speaking, Social Services, Investments, Fixed Income, Management, Securities, Strategic Planning

Education
University of San Francisco   2011 — 2013
Masters, Counseling Psychology

Fairleigh Dickinson University   1984 — 1989
BS, Finance/Economics

Tammie Wilkes Tammie Wilkes Jacksonville, Florida Area Details
Tammie Wilkes's Ameriprise Financial Experience August 2007 - Present
Job ICU RN, Baptist Medical Center, Jacksonville, Fl.
Industry Hospital & Health Care
Experience
Ameriprise Financial   August 2007 - Present
Baptist Medical Center  August 2003 - August 2004
Medical Center of Central Georgia  July 2002 - July 2003
First Family Financial Services  May 1993 - July 2002

Education
Florida State College at Jacksonville   2004 — 2008
AS in Financial Services, Finance / Healthcare

Nancy LeDonne Nancy LeDonne Charlotte, North Carolina Area Details
Nancy LeDonne's Ameriprise Financial Experience May 2010 - Present
Job Vice President and Group Counsel
Industry Investment Management
Experience
Ameriprise Financial   May 2010 - Present
Bank of America/Columbia Management  July 2003 - April 2010
Citigroup (Smith Barney) Asset Management   1993 - 2003

Skills
Securities, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Financial Services, Equities, Fixed Income, Risk Management

Education
The Catholic University of America, Columbus School of Law   1982 — 1986
JD, Law

Duke University   1975 — 1979
AB, Russian Area Studies and History

Kris Cummings Kris Cummings Spokane, Washington Area Details
Kris Cummings's Ameriprise Financial Experience 2006 - 2008
Job Consultant at Pacific Life
Industry Insurance
Experience
Pacific Life  January 2009 - Present
Phoenix Life Insurance Company  September 2008 - January 2009
Ameriprise Financial   2006 - 2008
Jackson National Life  1996 - 2005

Skills
Vantage-One, wmA, DSS, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Decision Support, Enterprise Architecture, Fileaid, Fixed Annuities, IT Strategy, Insurance, JCL, College Recruiting, Life Insurance, Mainframe, Process Improvement, PMO, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., Systems Analysis, TSO, User Acceptance Testing, VSAM, Variable Annuities, Variable Life, Vendor Management, Visio, WMA

Education
Eastern Washington University

Ari Harper, CPA Ari Harper, CPA Miami/Fort Lauderdale Area Details
Ari Harper, CPA's Ameriprise Financial Experience 2005 - 2006
Job Accounting Manager at Online Vacation Center
Industry Automotive
Experience
Online Vacation Center  January 2014 - Present
Holman Automotive Group  July 2012 - December 2013
Bronner Group  May 2010 - July 2012
Friedman Huey & Associates   January 2010 - April 2010
Baumeister Electronic Architects   2007 - 2008
TD Ameritrade  2006 - 2007
Ameriprise Financial   2005 - 2006

Skills
Excel, Management Consulting, Financial Analysis, Financial Planning, Auditing, Writing, Internal Audit, Risk Assessment, Microsoft Office, Financial Reporting, Accounting, Microsoft Excel, CPA, Management, Financial Accounting, Strategic Financial..., Process Improvement, Analysis, Government, Accounts Receivable, Finance

Education
University of Illinois at Chicago   2008 — 2009
MS, Accounting

Florida Atlantic University   2002 — 2005
B.B.A., Finance

Nova High School   1996 — 2000

Lonnie Bathurst, CFP® Lonnie Bathurst, CFP® Greater St. Louis Area Details
Lonnie Bathurst, CFP®'s Ameriprise Financial Experience December 1989 - Present
Job Financial Advisor CERTIFIED FINANCIAL PLANNER practicioner
Industry Financial Services
Experience
Ameriprise Financial   December 1989 - Present

Education
Eastern Illinois University   1973 — 1976
BA

Ricardo Baptiste, CFP® Ricardo Baptiste, CFP® Miami/Fort Lauderdale Area Details
Ricardo Baptiste, CFP®'s Ameriprise Financial Experience 2005 - Present
Job CERTIFIED FINANCIAL PLANNER practitioner
Industry Financial Services
Experience
Ameriprise Financial   2005 - Present
Ameriprise Financial Advisors  2001 - 2005
Ameriprise Financial   1997 - 2001

Education
Florida Atlantic University   1993 — 1995
Bachelor of Science, Finance

Susie Skorvanek Susie Skorvanek Greater New York City Area Details
Susie Skorvanek's Ameriprise Financial Experience October 2007 - Present
Job Assistant to Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   October 2007 - Present

Skills
Investments, Retirement, Portfolio Management, Estate Planning, Financial Analysis, MS Office, MS...

Education
Fairfield University
BS, Mathematics

Kathleen Pope Kathleen Pope Greater Minneapolis-St. Paul Area Details
Kathleen Pope's Ameriprise Financial Experience April 2006 - July 2008
Job Occupational Health Nurse
Industry Hospital & Health Care
Experience
Ameriprise Financial   April 2006 - July 2008
NorthWorks Occupational Health   February 1999 - April 2006

Education
Duquesne University
BSN

University of Minnesota-Twin Cities
MPH, Occupational Health Nursing

Nicole Allison Nicole Allison Greater Pittsburgh Area Details
Nicole Allison's Ameriprise Financial Experience January 2006 - August 2009
Job Production Administrator at Mitsubishi Electric Power Products, Inc.
Industry Public Relations and Communications
Experience
Mitsubishi Electric Power Products, Inc.   April 2012 - Present
MEPPI   September 2011 - April 2012
Duquesne University  August 2009 - May 2011
Ameriprise Financial   January 2006 - August 2009
Ireland Institute of Pittsburgh   September 2008 - June 2009
Duquesne University  January 2008 - May 2008

Skills
Microsoft Office, Strategic Planning, PowerPoint, Microsoft Excel, Public Speaking, Data Analysis, Leadership, Project Management, Research, Customer Service, Microsoft Word, Process Improvement, Strategy, Public Relations, Marketing, Program Management

Education
Duquesne University   2009 — 2011
MBA, Management

Duquesne University   2005 — 2008
Public Relations

Ambridge High School

Jeffery Jefferson Jeffery Jefferson Greater Minneapolis-St. Paul Area Details
Jeffery Jefferson's Ameriprise Financial Experience August 2006 - Present
Job Sales Supervision Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   August 2006 - Present
Best Buy  April 2005 - April 2006
General Mills  January 1999 - April 2005

Skills
Series 7, Series 24, Series 63, Series 66, Retirement Planning, Finance, Strategic Planning, Microsoft Office, Strategic Financial..., Retirement, Investments, Program Management, FINRA, Asset Allocation, Financial Planning, Securities, Estate Planning, Insurance, Risk Management, Uniform Combined State...

Education
University of Minnesota-Twin Cities   1994 — 1995
Accounting and Business/Management

Florida Agricultural and Mechanical University   1989 — 1992
Business Administration and Management, General

Jessica Fournier Jessica Fournier Greater Boston Area Details
Jessica Fournier's Ameriprise Financial Experience August 2008 - May 2010
Job Publisher Services Manager at Millennial Media
Industry Internet
Experience
Nexage  September 2014 - Present
Adobe Digital Marketing   April 2012 - September 2014
iProspect  January 2011 - April 2012
Commission Junction  June 2010 - January 2011
Ameriprise Financial   August 2008 - May 2010

Skills
PPC, SEM, Web Analytics, Google Analytics, Lead Generation, Digital Marketing, Search Advertising, Google Adwords, SEO, Omniture, Advertising, Mobile Marketing, Online Advertising, Online Marketing, Digital Strategy

Education
East Carolina University   2003 — 2008
Bachlor of Science, Media Studies: Public Relations & Journalism

Mary K (Kay) Martin, CFP™ , CDFA® Mary K (Kay) Martin, CFP™ , CDFA® Baton Rouge, Louisiana Area Details
Mary K (Kay) Martin, CFP™ , CDFA®'s Ameriprise Financial Experience November 1995 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 1995 - Present

Education
Duke University   1972 — 1974
PhD, French Literature

Louisiana State University   1967 — 1970
MA, French Literature

Tulane University   1962 — 1966
BA, French Literature

Bastrop High School

Steve Livingston, ChFC®, CFP®, CFS®, LUTCF Steve Livingston, ChFC®, CFP®, CFS®, LUTCF Greater New York City Area Details
Steve Livingston, ChFC®, CFP®, CFS®, LUTCF's Ameriprise Financial Experience Financial AdvisorAmeriprise Financial Services, Inc.1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   Financial AdvisorAmeriprise Financial Services, Inc.1999 - Present

Education
Dickinson College

Veronica Ingenito Veronica Ingenito Charlotte, North Carolina Area Details
Veronica Ingenito's Ameriprise Financial Experience October 2007 - Present
Job Branch Sales Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
AMERIPRISE FINANCIAL   October 2007 - Present
Ameriprise Financial Services, Inc.   October 2007 - July 2009
AROOJIS WINE ROOM   January 2001 - January 2003

Education
ECPI University   2004 — 2006
Associates, Business Administration

ECPI University
Associates Degree; Bachelor Degree, Business Administration; Accounting

Britt Stanford Britt Stanford Charlotte, North Carolina Area Details
Britt Stanford's Ameriprise Financial Experience September 2010 - December 2010
Job Accounting Analyst at Duke Energy
Industry Accounting
Experience
Duke Energy Corporation  June 2015 - Present
McGladrey  October 2014 - May 2015
McGladrey  May 2013 - September 2014
McGladrey  January 2013 - April 2013
East Carolina University  January 2012 - May 2012
Ameriprise Financial   September 2010 - December 2010

Skills
Auditing, Teamwork, Outlook, Financial Reporting, Microsoft Excel, Financial Services, Financial Audits, Customer Service, Microsoft Word, Microsoft Access, OneNote, Research, Leadership, Organization, Microsoft Office, External Audit, Sales, Interpersonal..., Project Management, Internal Controls, Strategic Planning, PowerPoint, Professional Writing

Education
East Carolina University - College of Business   2011 — 2013
MBA

East Carolina University - College of Business   2007 — 2011
BSBA, Accounting

Amber Minter Amber Minter Houston, Texas Area Details
Amber Minter's Ameriprise Financial Experience July 2007 - August 2008
Job Experienced Financial Office Manager
Industry Financial Services
Experience
Founders Capital Management, Inc.   May 2015 - Present
Park Place Financial   December 2014 - May 2015
Integrity Insurance Solutions   April 2014 - November 2014
DSHS El Paso Psychiatric Center   March 2012 - March 2014
El Paso Teachers F.C.U   October 2008 - February 2012
Ameriprise Financial   July 2007 - August 2008
Kaffie Investment Co   June 1996 - June 2007
UBS/PaineWebber  April 1993 - May 1996

Skills
Payroll, Invoicing, Office Management, Finance, Banking, QuickBooks, PeopleSoft, Financial Statements, Data Entry, Bookkeeping, Financial Accounting, Administrative..., Fixed Assets, Cash Flow, Microsoft Word, Internal Audit, Records Management, Tax, Cash Management, 10 Key, Microsoft Office, PowerPoint, Administration, SAP/ERP

Education
El Paso Community College   2013 — 2013
Continuing my education

Wisconsin Indianhead Technical Institute   1985 — 1987
Associate's Degree, Business Administration

Joseph Heckel Joseph Heckel Saint Paul, Minnesota Details
Joseph Heckel's Ameriprise Financial Experience November 1994 - Present
Job Sr. Staff Actuary at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 1994 - Present
State Bond & Mortgage   May 1992 - November 1994
North American Life & Casualty   November 1984 - May 1992

Skills
Actuarial Science, Retirement, Pensions, Insurance, Financial Modeling, Financial Risk, Fixed Annuities, Investments, Life Insurance, Risk Management, Wealth Management

Education
University of St. Thomas   1979 — 1982
Bachelor of Arts (B.A.), Mathematics

Dunwoody College of Technology   1977 — 1979
Diploma, Automotive Service

Carol Severs Carol Severs Toms River, New Jersey Details
Carol Severs's Ameriprise Financial Experience March 2008 - April 2009
Job Investment Management Professional
Industry Investment Management
Experience
MetLife Resources  July 2009 - Present
MetLife Resources  2009 - 2013
Ameriprise Financial   March 2008 - April 2009

Skills
Investments and..., Effective speaker and..., well organized, interface well with..., computer skills

Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance

Rutgers University

Hyma Sri Hyma Sri Durham, North Carolina Details
Hyma Sri's Ameriprise Financial Experience August 2013 - December 2013
Job Sr. Business Analyst at BCBSNC
Industry Information Technology and Services
Experience
BCBSNC  March 2014 - Present
Minnesota Department of Health, MN   December 2013 - March 2014
Trustek   January 2010 - March 2014
Ameriprise Financial   August 2013 - December 2013
Blue Cross & Blue Shield of MN   April 2010 - July 2013
Premiere Global Inc   February 2008 - September 2010
Middleware Professions Inc   February 2008 - December 2009
Healthnow  January 2007 - January 2008
Wachovia Securites  May 2005 - December 2006
Thomson Healthcare  August 2004 - May 2005

Skills
SharePoint, Visio, SDLC, Business Requirements, Business Process, Business Analysis, Agile Methodologies, Integration, Testing, Databases, HP Quality Center, Test Planning, SQL, Requirements Analysis

Education
Fairleigh Dickinson University   2005 — 2007
Masters

JNTU   2001 — 2004
Bachelors

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