Ameriprise Financial (Formerly American Express Financial Advisors)

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Ameriprise Financial (Formerly American Express Financial Advisors) Employees

Employee
Years
Job
Industry
John Ostgarden John Ostgarden Portland, Oregon Area Details
John Ostgarden's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 2004 - 2005
Job Strategic Leader Process Management Quality Assurance
Industry Financial Services
Experience
Business Process Improvement   2014 - Present
Clinton Falls Farm, LLC.   2008 - 2014
Sustainable Farming Association of Minnesota   2012 - 2013
Sustainable Farming Association of Minnesota   2008 - 2012
Ameriprise Financial  2005 - 2007
Ameriprise Financial (Formerly American Express Financial Advisors)   2004 - 2005
Ameriprise Financial (Formerly American Express Financial Advisors)   2000 - 2004

Skills
Marketing, Insurance, Fixed Annuities, Six Sigma, Risk Management, Business Development, Networking, Financial Services, Process Improvement, Leadership, Program Management, Change Management, Management Consulting, Management, Strategy, Project Management, Strategic Planning, Business Process..., Business Analysis, Cross-functional Team..., Vendor Management, Team Building, Analysis, Visio, Business Strategy, Coaching, Public Speaking, Business Process, Budgets

Education
Portland Community College

Tiffany Rymal Tiffany Rymal Greater Minneapolis-St. Paul Area Details
Tiffany Rymal's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1996 - 2002
Job Prepaid Business Development at Visa
Industry Financial Services
Experience
Visa  March 2015 - Present
U.S. Bank   November 2012 - March 2015
American Express  2002 - November 2012
American Express Financial Advisors  1996 - 2002
Ameriprise Financial (Formerly American Express Financial Advisors)   1996 - 2002
Hilton Hotels  1993 - 1996

Skills
Sales, New Business Development, Negotiation, Relationship Management, Business Strategy, Business Development, Financial Services, Account Management, Sales Operations, Leadership, Strategic Partnerships, Strategy, Sales Process, Retirement Planning, Management, Sales Management

Education
Michigan State University   1988 — 1992
Communications, Speech

Henry Sibley High School   1984 — 1988

Mary Quist-Newins Mary Quist-Newins Greater Minneapolis-St. Paul Area Details
Mary Quist-Newins's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1996 - 2001
Job MBA, MSFS, CERTIFIED FINANCIAL PLANNER, CLU, ChFC, President and Founder
Industry Financial Services
Experience
Moneyweave LLC   January 2013 - Present
The American College  May 2008 - December 2012
Thrivent Financial for Lutherans  June 2003 - May 2008
ING Advisors Network  May 2001 - December 2002
Ameriprise Financial (Formerly American Express Financial Advisors)   1996 - 2001
Ameriprise Financial  1990 - 1995
E & J Gallo Winery  January 1987 - January 1990
Chesebrough-Ponds  January 1981 - December 1987

Skills
Financial Services, Public Speaking, Retirement Planning, Fixed Annuities, Strategic Financial..., Leadership, Sales, Mutual Funds, Wealth Management, Management, Strategy, Coaching, Financial Advisory, Strategic Planning, Insurance, Business Planning, Training, Marketing, Business Development, Finance, Investments, Small Business, Estate Planning, Entrepreneurship, Financial Planners, Asset Allocation, Risk Management, Asset Management, Retirement, Personal Finance, Financial Analysis, Investment Advisory, Leadership Development, Portfolio Management, Employee Benefits, Series 7, Life Insurance, Investment Strategies, Long-term Care, Series 63, Wealth, Series 6, Health Insurance, IRAs, Securities, Term Life Insurance, Succession Planning, 401k, Personal Financial..., Consulting

Education
The American College
Master's Degree, Financial Services

Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Marketing

University of Washington
Bachelor of Arts (B.A.), Journalism, Scandinavian Studies

College for Financial Planning
Certified Financial Planner, CFP, Financial Planning

The American College   2010 — 2013
Master’s Degree, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)

Dave Meldahl Dave Meldahl Bozeman, Montana Details
Dave Meldahl's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1983 - 2007
Job Sr. Vice President at Think2Perform
Industry Professional Training & Coaching
Experience
Think2Perform   October 2013 - Present
Meldahl Leadership Development   January 2008 - September 2013
Ameriprise Financial (formerly American Express Financial Advisors)   1983 - 2007

Skills
Leadership Development, Team Building, Interpersonal..., Talent Management, Organizational..., Organizational..., Performance Management, Executive Coaching, Employee Engagement, Succession Planning, Leadership, Workshop Facilitation, Training, Management, Interpersonal..., Strategy, Business Strategy, Consulting, Conflict Resolution, Management Consulting, Business Planning, Human Resources, Cross-functional Team...

Education
University of St. Thomas   1997 — 2000
Masters, Human Resource Development

Concordia College   1979 — 1983
B.A., Psychology and Organizational Communication

Benjamin Page, CFP® Benjamin Page, CFP® Richmond, Virginia Area Details
Benjamin Page, CFP®'s Ameriprise Financial (Formerly American Express Financial Advisors) Experience August 2005 - January 2008
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1999 - Present
Ameriprise Financial Services, Inc.   June 1999 - February 2009
Ameriprise Financial (Formerly American Express Financial Advisors)   August 2005 - January 2008
Ameriprise Financial Services, Inc.   February 2005 - September 2007

Education
University of Richmond   1995 — 1999
Business Administration, Finance, General

University of Richmond - Robins School of Business   1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Preal Haley CRPC® Preal Haley CRPC® Washington D.C. Metro Area Details
Preal Haley CRPC®'s Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1999 - Present
Job Platinum Financial Advisor @ Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Preal Haley & Associates   1999 - Present
Ameriprise Financial (Formerly American Express Financial Advisors)   1999 - Present

Education
Bowie State University
BS, Business Administration

Georgetown University
Executive Certificate in Financial Planning

Scott DiGiammarino Scott DiGiammarino Washington D.C. Metro Area Details
Scott DiGiammarino's Ameriprise Financial (Formerly American Express Financial Advisors) Experience October 1985 - January 2009
Job CEO and Founder at Reel Potential
Industry Online Media
Experience
Reel Potential   June 2009 - Present
Reel Potential   October 1985 - Present
Ameriprise Financial (Formerly American Express Financial Advisors)   October 1985 - January 2009

Skills
Leadership Development, Leadership, Coaching, Recruiting, Strategic Planning, Strategy, Advertising, Public Speaking, Start-ups, Small Business, Entrepreneurship, Management, Strategic Financial..., Marketing Strategy, Marketing, Strategic Partnerships, Business Strategy, Social Media Marketing, Business Development, Team Building, Investments, Interviews, Financial Services, Social Media, Retirement Planning, Television, New Business Development, Management Consulting, Business Planning, Wealth Management, Sales Management, Financial Analysis, Employee Benefits, Film, Mergers & Acquisitions, Executive Coaching, Executive Management, Teaching, Strategic Leadership, Financial Advisory, Financial Planning, Series 7, Real Estate, Employee Engagement, Motivating, Inspiring Leadership, Inspiring Teams, Millenials

Education
Babson College   1980 — 1984
BS, Marketing and Finance

College for Financial Planning
CFP, Financial Services

Marblehead HS

Kathleen Greenwald Kathleen Greenwald Greater Minneapolis-St. Paul Area Details
Kathleen Greenwald's Ameriprise Financial (Formerly American Express Financial Advisors) Experience February 2003 - February 2007
Job Product Management Leader: knack for fixing, rebuilding or transforming a product or program.
Industry Financial Services
Experience
UnitedHealth Group  May 2007 - December 2009
Ameriprise Financial (formerly American Express Financial Advisors)   February 2003 - February 2007
US Bancorp Insurance Services   June 1997 - February 2001
First Fidelity Bank (First Union subsidiary)   October 1994 - February 1997
Citicorp Insurance Group   April 1985 - September 1995

Skills
Cross-functional Team..., Insurance, Product Development, Product Management, Strategy, Leadership, Marketing, Financial Services, Process Improvement, Customer Experience, Sales, Healthcare

Education
University of Michigan
MA

Vassar College
BA

David Ward, CFP ® David Ward, CFP ® Greater Atlanta Area Details
David Ward, CFP ®'s Ameriprise Financial (Formerly American Express Financial Advisors) Experience February 2002 - December 2008
Job Financial Advisor, Managing Director and Founder of North Point Wealth Management
Industry Investment Management
Experience
North Point Wealth Management   January 2009 - Present
Ameriprise Financial (formerly American Express Financial Advisors)   February 2002 - December 2008
American Express Financial Advisors  September 1997 - February 2002
General Electric Capital  June 1989 - July 1996
Northern Telecom  June 1988 - June 1989
General Motors  June 1984 - September 1986

Skills
401k Rollovers, Estate Planning, Retirement Planning, Investments, Financial Planning, Securities, Asset Management, 401k, Financial Services, Strategic Financial..., Asset Allocation, Wealth Management..., Finance, Strategy, Portfolio Management, Investment Management, Personal Finance, Wealth Management, FINRA, Mutual Funds, Investment Strategies, Alternative Investments, Series 63, Financial Planners, Retirement, Investment Advisory, Series 7, Valuation, Fixed Annuities, Private Equity, Life Insurance, Equities, Insurance, Venture Capital, Small Business, Long-term Care, Executive Management, Mergers & Acquisitions, Due Diligence, Relationship Management, Financial Analysis

Education
University of South Carolina - Darla Moore School of Business   1986 — 1988
MBA, Finance & Real Estate

University of South Carolina-Columbia   1986 — 1988
MBA, Finance & Real Estate

Michigan State University   1979 — 1984
BS, Engineering

Kate Bouterie Kate Bouterie Leesburg, Virginia Details
Kate Bouterie's Ameriprise Financial (Formerly American Express Financial Advisors) Experience October 2005 - November 2009
Job Consultant at SelfEmployed
Industry Writing and Editing
Experience
Mutual of Omaha  October 2013 - March 2014
Whitney Investment Services   August 2013 - October 2013
Wells Fargo Advisors, LLC  May 2012 - October 2012
Prudential Financial  June 2010 - May 2012
CCNO Development, LLC   October 2009 - June 2010
Ameriprise Financial (Formerly American Express Financial Advisors)   October 2005 - November 2009
Presidential Classroom  2004 - 2005

Skills
Strategic Financial..., Retirement Planning, Training, Investment Strategies, Public Speaking, Event Planning, Series 7, Marketing, Retirement, Insurance, Investment Advisory, Coaching, 401k, Uniform Combined State..., Estate Planning, Asset Allocation, Financial Advisory, Life Insurance, FINRA, Disability Insurance, Long-term Care, Event Management, Public Relations, Time Management, Mutual Funds, Investments, Business Development, Strategic Planning, Fixed Annuities, Financial Planners, Wealth Management, IRAs, 401k Rollovers, Term Life Insurance, Securities, Customer Relations, Communications, Writing, Marketing Strategy, Fundraising, Team Building, Non-profits, Leadership Development, Recruiting, Strategic Communications, Financial Services, Corporate Communications, Management, Leadership, Customer Service

Education
University of Maryland College Park   1998 — 2000
BA, Journalism, Minor Film Studies

La Salle University   1996 — 1998
Communication

St. John's College H.S.   1992 — 1996

Lori Larson, CSA Lori Larson, CSA Greater Minneapolis-St. Paul Area Details
Lori Larson, CSA's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1981 - 2006
Job President/Owner at Choice Connections Network
Industry Individual & Family Services
Experience
Choice Connections Network   June 2009 - Present
Ameriprise Financial Services, Inc.   2004 - 2006
Ameriprise Financial  1981 - 2006
American Express Financial Advisors  1981 - 2006
Ameriprise Financial (formerly American Express Financial Advisors)   1981 - 2006

Skills
Certified Senior Advisor, Mental Health, Leadership Development, Strategic Financial..., Investment Advisory..., Retirement, Medicare, Wealth Management, FINRA, Seniors Housing, Retirement Planning, Elder Care

Education
University of Minnesota - Carlson School of Management   1983 — 1985
MBA, Finance

University of Minnesota-Twin Cities   1976 — 1980
BS, Business Management

Jack Henehan Jack Henehan Hartford, Connecticut Area Details
Jack Henehan's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1994 - Present
Job CFP®, MBA, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial (Formerly American Express Financial Advisors)   1994 - Present
Ameriprise Financial  1988 - Present

Education
University of Rhode Island - College of Business Administration
MBA, Business Administration, Management and Operations

Ann Wasik Ann Wasik Greater Minneapolis-St. Paul Area Details
Ann Wasik's Ameriprise Financial (Formerly American Express Financial Advisors) Experience February 2007 - February 2009
Job Strategic communications, public relations and marketing professional
Industry Public Relations and Communications
Experience
University of Minnesota  May 2015 - Present
RBC Wealth Management  January 2012 - December 2014
Ann Wasik Communications   February 2009 - December 2011
University of St. Thomas  February 2009 - September 2009
Ameriprise Financial (formerly American Express Financial Advisors)   February 2007 - February 2009
Ameriprise Financial (formerly American Express Financial Advisors)   August 2000 - February 2007
American Express Financial Advisors  September 1996 - August 2000

Skills
Strategic Planning, Creative Campaign..., Thought Leadership, Strategic Communications, Marketing Communications, Public Relations, Media Relations, Media Skills Training, Corporate Communications, Internal Communications, Social Media, Marketing, Executive..., Executive Coaching, Team Building, Leadership, Editing, Brand Management, Newsletters, Reputation Management, Program Management, Social Media Marketing, Event Management, Digital Strategy, Brand Development, Speech Writing, Social Networking, Marketing Management, Strategic Thinking, Influencer Marketing, Marketing Strategy, Research, Crisis Communications, Digital Marketing, Problem Solving, Blogging, Strategy, Press Releases

Education
Drake University
B.A., Journalism & Mass Communications

University of Saint Thomas - School of Business
MBA, Marketing

Brian Carle Brian Carle Greater Minneapolis-St. Paul Area Details
Brian Carle's Ameriprise Financial (Formerly American Express Financial Advisors) Experience February 2002 - June 2006
Job Sr. Tech BSA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Ameriprise Financial  February 2011 - August 2014
Ajasa Technologies  January 2009 - February 2011
Ameriprise Financial  January 2009 - July 2010
Woodbury Financial Services  September 2008 - December 2008
COD Consulting   July 2007 - December 2008
The Hartford  October 2006 - September 2008
NOVON Consulting  October 2006 - July 2007
Ameriprise Financial (formerly American Express Financial Advisors)   February 2002 - June 2006
Hartford Life  April 2001 - February 2002

Skills
Series 6, Business Analysis, Financial Services, Project Management, Financial Advisory, Process Improvement, Life Insurance, Mutual Funds, Variable Annuities, Software Project..., Management, Requirements Gathering, User Acceptance Testing, Program Management, Requirements Analysis, Visio, Customer Service, SDLC, Vendor Management, Business Requirements, Testing

Education
Gustavus Adolphus College   1989 — 1993
B.A.

John A. Johnson High School   1985 — 1989
H.S. Diploma

Greg Heitman Greg Heitman Raleigh-Durham, North Carolina Area Details
Greg Heitman's Ameriprise Financial (Formerly American Express Financial Advisors) Experience July 1998 - June 1999
Job Field Escalation Manager at NetApp
Industry Information Technology and Services
Experience
NetApp  September 2014 - Present
NetApp  May 2012 - August 2014
NetApp  May 2008 - April 2012
Enser Corporation  July 2007 - May 2008
PTC  May 2006 - June 2007
NWN Corporation (Formerly Netivity Solutions)   September 2005 - April 2006
NWN Corporation (Formerly Netivity Solutions)   January 2003 - August 2005
Information Mapping  July 1999 - April 2002
Ameriprise Financial (Formerly American Express Financial Advisors)   July 1998 - June 1999
Ameriprise Financial (Formerly American Express Financial Advisors)   August 1997 - July 1998

Skills
Salesforce.com, Solution Selling, SaaS, Enterprise Software, Cloud Computing, Account Management, Professional Services, Storage, Direct Sales, Channel, Lead Generation, Sales Process

Education
Babson Executive Education   2006 — 2007
Graduate Classes, Business

University of Massachusetts, Amherst   1987 — 1991
Bachelor of Arts, Economics

David Kanihan David Kanihan Greater Minneapolis-St. Paul Area Details
David Kanihan's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1998 - 2005
Job Director, Marketing and Communications at Allina Hospitals & Clinics
Industry Hospital & Health Care
Experience
Allina Hospitals & Clinics  2005 - Present
American Express Financial Advisors (now Ameriprise)   1999 - 2005
Ameriprise Financial (formerly American Express Financial Advisors)   1998 - 2005
Weber Shandwick Minneapolis   1995 - 1999
IBM - Almaden Research Center  1990 - 1995

Skills
Public Affairs, Strategic Communications, Internal Communications

Education
University of California, Berkeley   1986 — 1990
English

Mark Ciucci Mark Ciucci Greater Detroit Area Details
Mark Ciucci's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1997 - 2004
Job SVP Advice at United Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers  January 2005 - Present
United Capital Finanical Partners, Inc  2004 - Present
Wealthcare Capital Management  2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors)   1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors   1997 - 2004
American Express Financial Advisors  1982 - 2002

Education
Monterey Peninsula College   1973 — 1977

Pamela Moret Pamela Moret Greater Minneapolis-St. Paul Area Details
Pamela Moret's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1998 - 2002
Job Active corporate board service
Industry Financial Services
Experience
Investors Real Estate Trust (IRET)   January 2015 - Present
Blue Cross and Blue Shield of Minnesota  May 2014 - Present
Optimum Mutual Funds   September 2013 - Present
Minnetonka Moccasins   January 2013 - Present
Bush Foundation  2012 - Present
Thrivent Financial  October 2010 - May 2015
Thrivent Financial for Lutherans  January 2002 - October 2010
MN Public Radio   2000 - 2010
Ameriprise Financial (formerly American Express Financial Advisors)   1998 - 2002
American Express, American Express Financial Advisors   January 1992 - 1995

Skills
Product Development, Strategic Planning, Business Strategy, New Business Development, Insurance, Public Speaking, Marketing Communications, Mutual Funds, Marketing Strategy, Public Relations, Entrepreneurship, Strategic Financial..., Product Management, Strategy, Leadership, Coaching, Leadership Development, Finance, Financial Services, Business Development, Change Management, Product Marketing, Start-ups, Marketing, Program Management, Strategic Communications, Fixed Annuities, Process Improvement, Management Consulting, Strategic Partnerships, Business Planning, Executive Management, Fundraising, Investments, Mergers & Acquisitions, Team Building, Organizational..., Life Insurance, Cross-functional Team..., Small Business, Analysis, Training, Risk Management, Trusted Business Partner, Financial Planning, Values-based Leadership

Education
The George Washington University Law School   1976 — 1979
Juris Doctor, Law

The University of North Dakota   1973 — 1975
BA, Political Science

Bobby D. Schneider Bobby D. Schneider Austin, Texas Area Details
Bobby D. Schneider's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1992 - 2004
Job Founder & CEO at The Delta Group
Industry Financial Services
Experience
The Delta Group  Region Vice-PresidentAmeriprise2003 - 2004
Ameriprise Financial  2001 - 2004
Ameriprise Financial Services, Inc.   2001 - 2004
American Express Financial Advisors  1993 - 2004
Ameriprise Financial (Formerly American Express Financial Advisors)   1992 - 2004

Skills
Financial Advisory, Wealth Management, Retirement

Education
Cambridge University   1994 — 2004
PhD, Management

Our Lady of the Lake University   1980 — 1985
BA & MBA, Marketing/Management

Christine Espinoza Christine Espinoza Greater Minneapolis-St. Paul Area Details
Christine Espinoza's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 2003 - 2005
Job Senior Client Services Coordinator
Industry Financial Services
Experience
GHJ Financial Group   April 2014 - Present
Ameriprise Financial Services, Inc.   July 2011 - October 2013
Ameriprise Financial Services, Inc.   December 2006 - July 2011
H&R Block  January 2007 - April 2007
Ameriprise Financial Services, Inc.   April 2005 - December 2006
Ameriprise Financial (formerly American Express Financial Advisors)   2003 - 2005
Ameriprise Financial (formerly American Express Financial Advisors)   March 1997 - 2003
City of Rogers, MN  1996 - 1997
Carlson Marketing  1996 - 1997

Skills
Financial Services, Process Improvement, Program Management, Vendor Management, Leadership, Strategic Communications, Employee Engagement, Marketing Communications, Training, Event Planning, Business Analysis, Change Management, Business Process..., Strategy, Risk Management, Analysis, Customer Experience, Requirements Gathering, Visio, Project Management, Relationship Management, Mutual Funds, Series 63, Internal Communications, Technical Writing, Corporate Communications, Public Speaking, Series 7, Microsoft Office, Sarbanes-Oxley, Dreamweaver, Six Sigma, Lean Thinking, Management, Customer Service, Finance, Team Building, Strategic Planning, Microsoft Excel, Investments

Education
St. Cloud State University   1992 — 1996
Public Administration, Business Administration, Political Science, Microcomputer Studies, 3.52 GPA

Technical High School

Luz Maria Hernandez Davis Luz Maria Hernandez Davis Greater Minneapolis-St. Paul Area Details
Luz Maria Hernandez Davis's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1983 - 2003
Job strategic communications consultant
Industry Public Relations and Communications
Experience
Self Employed  January 2006 - Present
American Express Financial Advisors  1983 - 2005
Ameriprise Financial (formerly American Express Financial Advisors)   1983 - 2003
Ameriprise Financial  1983 - 2003

Education
University of St. Thomas   1985 — 1989
MBA, Marketing

St. Catherine University   1979 — 1983
BA, Journalism & Communications

Conway Halsall, CFP ®, ChFC®,CLU® Conway Halsall, CFP ®, ChFC®,CLU® Washington D.C. Metro Area Details
Conway Halsall, CFP ®, ChFC®,CLU®'s Ameriprise Financial (Formerly American Express Financial Advisors) Experience 2002 - 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2002 - Present
Ameriprise Financial  January 2002 - Present
Ameriprise Financial (Formerly American Express Financial Advisors)   2002 - 2005
US Navy  October 1976 - December 2001
USS Abraham Lincoln (CVN 72)   1994 - 1997

Education
University of Virginia   1984 — 1986
Master of Engineering, Nuclear Engineering

Louisiana State University   1971 — 1976
Bachelor of Science, Applied Mathematics

Benjamin Franklin High School   1967 — 1971
High School

Bernie DeLaRosa Bernie DeLaRosa Greater Minneapolis-St. Paul Area Details
Bernie DeLaRosa's Ameriprise Financial (Formerly American Express Financial Advisors) Experience 1987 - Present
Job Private Wealth Advisor at Skipping Stone Wealth, an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2000 - Present
De La Rosa and Associates, a Platinum Financial Services Practice with Ameriprise Financial Services   April 1987 - Present
Ameriprise Financial (Formerly American Express Financial Advisors)   1987 - Present
Ameriprise Financial Services, Inc.   September 2008 - December 2010
Ameriprise Financial Services, Inc.   September 2006 - September 2008
Ameriprise Financial Services, Inc.   September 2004 - September 2006

Education
Saint John's University   1980 — 1984
B.A., Business Administration

The American College
CRPC, CLU

The College for Financial Planning
CFP