Ameriprise Financial, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Customer service: 1 (800) 862-7919 Headquarters: Minneapolis, MN CEO: James Cracchiolo (Sep 2005–) Subsidiaries: RiverSource, RiverSource Distributors Inc,
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Ameriprise Financial, Inc. Employees
Employee
Years
Job
Industry
Dee Diego Dee Diego's Ameriprise Financial, Inc. Experience February 2012 - Present
Job Marketing and Relationship Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial, Inc. February 2012 - Present
Ameriprise Financial, Inc. January 2010 - January 2012
Ameriprise Financial, Inc. December 2007 - December 2009
Ameriprise Financial, Inc. May 2006 - November 2007
Ameriprise Private Wealth Advisory Practice of Brian K. Gerhardson, CFP September 1998 - November 2005
Skills
Marketing Strategy, Marketing Communications, Customer Segmentation..., Program Management, Project Management, Client Relations Skills, Public Relations, Diversity, Employee Engagement, Public Speaking, Segmentation, Strategic Communications, Strategy, Retirement, Strategic Planning, Business Planning, Training, Sales, Management, Financial Services, Strategic Partnerships, Communications Planning
Education
University of Minnesota-Twin Cities 1995 — 1998
Ameriprise Financial, Inc. February 2012 - Present
Ameriprise Financial, Inc. January 2010 - January 2012
Ameriprise Financial, Inc. December 2007 - December 2009
Ameriprise Financial, Inc. May 2006 - November 2007
Ameriprise Private Wealth Advisory Practice of Brian K. Gerhardson, CFP September 1998 - November 2005
Skills
Marketing Strategy, Marketing Communications, Customer Segmentation..., Program Management, Project Management, Client Relations Skills, Public Relations, Diversity, Employee Engagement, Public Speaking, Segmentation, Strategic Communications, Strategy, Retirement, Strategic Planning, Business Planning, Training, Sales, Management, Financial Services, Strategic Partnerships, Communications Planning
Education
University of Minnesota-Twin Cities 1995 — 1998
Courtney Reid Courtney Reid's Ameriprise Financial, Inc. Experience June 2007 - April 2011
Job Litigation Counsel, AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2011 - Present
Ameriprise Financial, Inc. June 2007 - April 2011
Halleland Lewis Nilan and Johnson (nka Nilan Johnson Lewis) November 2004 - June 2007
Lindquist & Vennum September 2002 - November 2004
Skills
Litigation, Commercial Litigation, Litigation Support, Intellectual Property, Arbitration, Legal Advice, Civil Litigation, Legal Research, Legal Writing, FINRA, Financial Services, Contractual Agreements
Education
North Carolina Central University School of Law 1999 — 2002
JD, Law
University of North Carolina at Chapel Hill 1994 — 1998
BA, Journalism and Political Science
AIG Advisor Group April 2011 - Present
Ameriprise Financial, Inc. June 2007 - April 2011
Halleland Lewis Nilan and Johnson (nka Nilan Johnson Lewis) November 2004 - June 2007
Lindquist & Vennum September 2002 - November 2004
Skills
Litigation, Commercial Litigation, Litigation Support, Intellectual Property, Arbitration, Legal Advice, Civil Litigation, Legal Research, Legal Writing, FINRA, Financial Services, Contractual Agreements
Education
North Carolina Central University School of Law 1999 — 2002
JD, Law
University of North Carolina at Chapel Hill 1994 — 1998
BA, Journalism and Political Science
Jennifer Rakow Jennifer Rakow's Ameriprise Financial, Inc. Experience March 2011 - August 2012
Job Marketing and Client Service Professional at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
JenUWin Designs January 2002 - Present
Fision; Cloud-based Marketing Automation & Sales Enablement September 2012 - April 2013
Ameriprise Financial, Inc. March 2011 - August 2012
RiverSource Distributors, Inc. August 2000 - February 2011
American Express Financial Advisors, Inc. February 1998 - August 2000
American Express Financial Advisors, Inc. February 1995 - February 1998
Skills
Dreamweaver, InDesign, Photoshop, Illustrator, PowerPoint, Microsoft Excel, Visio, Adobe Acrobat, Adobe Creative Suite, Marketing Communications, Email Marketing, Graphic Design, Project Management, Marketing, Advertising, Project Coordination, Layout, HTML, CRM, Microsoft Word, Organization, Helping Clients Succeed, Events, QuarkXPress, Social Media, Outlook, XHTML, Web Design, Multimedia, Pre-press, Print Production Process, Sales, Strategy, Management, Brochures, Event Planning, Event Management, Training, Leadership, Brand Management, Editing, Marketing Management, Account Management, Social Media Marketing, Time Management
Education
Hennepin Technical College
Associate of Applied Science (AAS) Degree, Electronic Publishing, Graphic Design, GPA: 3.94
Alexandria Technical College
Diploma, Marketing, Sales and Business
Ameriprise Financial Services, Inc. July 2013 - Present
JenUWin Designs January 2002 - Present
Fision; Cloud-based Marketing Automation & Sales Enablement September 2012 - April 2013
Ameriprise Financial, Inc. March 2011 - August 2012
RiverSource Distributors, Inc. August 2000 - February 2011
American Express Financial Advisors, Inc. February 1998 - August 2000
American Express Financial Advisors, Inc. February 1995 - February 1998
Skills
Dreamweaver, InDesign, Photoshop, Illustrator, PowerPoint, Microsoft Excel, Visio, Adobe Acrobat, Adobe Creative Suite, Marketing Communications, Email Marketing, Graphic Design, Project Management, Marketing, Advertising, Project Coordination, Layout, HTML, CRM, Microsoft Word, Organization, Helping Clients Succeed, Events, QuarkXPress, Social Media, Outlook, XHTML, Web Design, Multimedia, Pre-press, Print Production Process, Sales, Strategy, Management, Brochures, Event Planning, Event Management, Training, Leadership, Brand Management, Editing, Marketing Management, Account Management, Social Media Marketing, Time Management
Education
Hennepin Technical College
Associate of Applied Science (AAS) Degree, Electronic Publishing, Graphic Design, GPA: 3.94
Alexandria Technical College
Diploma, Marketing, Sales and Business
Matthew Dickson Matthew Dickson's Ameriprise Financial, Inc. Experience November 2007 - January 2012
Job Sr. Financial Advice Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Inc. November 2007 - January 2012
Ameriprise Financial Inc. June 2005 - November 2007
Wells Fargo Investments May 2004 - June 2005
Wells Fargo Bank July 2002 - May 2004
Skills
Strategic Financial..., Finance, Training, Sales, Analysis, Financial Advisory, Marketing Strategy, Asset Allocation, Retirement Planning, Financial Planners, Series 7, Wealth Management, Certified Financial..., Investments, Retirement, Mutual Funds, Investment Advisory, Uniform Combined State..., Investment Strategies, Fixed Annuities
Education
Hamline University 2012 — 2013
MBA, Business
Minnesota State University, Mankato 2010 — 2011
Certificate in Financial Planning, Financial Planning
University of Minnesota 1998 — 2000
Bachelor of Science, Applied Economics-Finance Management
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Inc. November 2007 - January 2012
Ameriprise Financial Inc. June 2005 - November 2007
Wells Fargo Investments May 2004 - June 2005
Wells Fargo Bank July 2002 - May 2004
Skills
Strategic Financial..., Finance, Training, Sales, Analysis, Financial Advisory, Marketing Strategy, Asset Allocation, Retirement Planning, Financial Planners, Series 7, Wealth Management, Certified Financial..., Investments, Retirement, Mutual Funds, Investment Advisory, Uniform Combined State..., Investment Strategies, Fixed Annuities
Education
Hamline University 2012 — 2013
MBA, Business
Minnesota State University, Mankato 2010 — 2011
Certificate in Financial Planning, Financial Planning
University of Minnesota 1998 — 2000
Bachelor of Science, Applied Economics-Finance Management
Joe Centofonti Joe Centofonti's Ameriprise Financial, Inc. Experience July 2008 - September 2008
Job Regional Vice President at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management December 2013 - Present
Raymond James Financial Inc. March 2013 - November 2013
Raymond James Financial Inc. July 2010 - March 2013
James Mazza & Associates October 2008 - May 2010
Ameriprise Financial, Inc July 2008 - September 2008
Skills
FINRA (NASD) Series 7,..., FINRA (NASD) Series 24,..., FINRA (NASD) Series 66,...
Education
University of Tampa 2005 — 2008
B.S., Finance, minor in Economics
Monroe Community College 2003 — 2005
AA, General Studies
Eagle Asset Management December 2013 - Present
Raymond James Financial Inc. March 2013 - November 2013
Raymond James Financial Inc. July 2010 - March 2013
James Mazza & Associates October 2008 - May 2010
Ameriprise Financial, Inc July 2008 - September 2008
Skills
FINRA (NASD) Series 7,..., FINRA (NASD) Series 24,..., FINRA (NASD) Series 66,...
Education
University of Tampa 2005 — 2008
B.S., Finance, minor in Economics
Monroe Community College 2003 — 2005
AA, General Studies
James Aronsohn, PE, MBA James Aronsohn, PE, MBA's Ameriprise Financial, Inc. Experience May 2007 - February 2014
Job Bridge Engineer at HDR
Industry Civil Engineering
Experience
Sabbatical March 2014 - January 2015
Ameriprise Financial, Inc. May 2007 - February 2014
CGI 2005 - 2007
URS Corporation 1999 - 2005
Chavez-Grieves Consulting Engineers 1997 - 1999
KPFF Consulting Engineers 1996 - 1997
HNTB 1990 - 1996
Skills
Business Development, Procurement, CRM, Contract Management, Business Process..., Structural Engineering, Geotechnical Engineering, Hydraulic Engineering, Bridge Design, Seismic Design, Dynamic Modeling, Project Management, Planning Budgeting &..., Financial Analysis and..., Design-Build, Construction Support..., Team Building & Training, Competitive Market..., Quality Control, Operations Management, Change Management, Civil Engineering, Bridge, Engineering, Construction Management, Highways, Drainage, Road, Construction
Education
University of Idaho - College of Engineering
BSCE, Structures/Bridges
University of South Florida - College of Business Administration
MBA - Executive
Sabbatical March 2014 - January 2015
Ameriprise Financial, Inc. May 2007 - February 2014
CGI 2005 - 2007
URS Corporation 1999 - 2005
Chavez-Grieves Consulting Engineers 1997 - 1999
KPFF Consulting Engineers 1996 - 1997
HNTB 1990 - 1996
Skills
Business Development, Procurement, CRM, Contract Management, Business Process..., Structural Engineering, Geotechnical Engineering, Hydraulic Engineering, Bridge Design, Seismic Design, Dynamic Modeling, Project Management, Planning Budgeting &..., Financial Analysis and..., Design-Build, Construction Support..., Team Building & Training, Competitive Market..., Quality Control, Operations Management, Change Management, Civil Engineering, Bridge, Engineering, Construction Management, Highways, Drainage, Road, Construction
Education
University of Idaho - College of Engineering
BSCE, Structures/Bridges
University of South Florida - College of Business Administration
MBA - Executive
Brian Ahearn Brian Ahearn's Ameriprise Financial, Inc. Experience April 2005 - September 2013
Job Director Card Product Management at HSBC
Industry Financial Services
Experience
HSBC March 2014 - Present
Ameriprise Financial, Inc. April 2005 - September 2013
American Express Company September 1996 - March 2005
Thomson Industries Incorporated September 1992 - September 1996
Coopers & Lybrand January 1989 - August 1990
Wang Laboratories January 1987 - December 1988
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategic Planning, Product Management, Product Development, Forecasting, Competitive Analysis, Strategy Development, Pricing, Banking, Negotiation, P&L Management, Financial Management, Budgeting, Valuation, Managerial Finance, Contract Negotiation, Budgets, Strategy, Process Improvement, Leadership, Financial Reporting, Financial Services, Loans, Risk Management, Strategic Partnerships, CRM, Business Planning, Portfolio Management, Mergers & Acquisitions, Analytics, Strategic Financial..., Investments, Management, Program Management, Analysis, Executive Management, Relationship Management, Credit, Equities, Product Marketing, Finance, Market Analysis, Securities, Segmentation, Marketing, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
BA, Economics
Commack H.S. North 1979 — 1982
HSBC March 2014 - Present
Ameriprise Financial, Inc. April 2005 - September 2013
American Express Company September 1996 - March 2005
Thomson Industries Incorporated September 1992 - September 1996
Coopers & Lybrand January 1989 - August 1990
Wang Laboratories January 1987 - December 1988
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategic Planning, Product Management, Product Development, Forecasting, Competitive Analysis, Strategy Development, Pricing, Banking, Negotiation, P&L Management, Financial Management, Budgeting, Valuation, Managerial Finance, Contract Negotiation, Budgets, Strategy, Process Improvement, Leadership, Financial Reporting, Financial Services, Loans, Risk Management, Strategic Partnerships, CRM, Business Planning, Portfolio Management, Mergers & Acquisitions, Analytics, Strategic Financial..., Investments, Management, Program Management, Analysis, Executive Management, Relationship Management, Credit, Equities, Product Marketing, Finance, Market Analysis, Securities, Segmentation, Marketing, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
BA, Economics
Commack H.S. North 1979 — 1982
Jennifer Leinberger Jennifer Leinberger's Ameriprise Financial, Inc. Experience October 2012 - Present
Job Administrative Assistant at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. October 2012 - Present
Linnie's Thai Cuisine December 2006 - Present
Skills
Administrative..., Outlook, Microsoft Excel, Lotus Notes, PowerPoint, Data Entry, Microsoft Office, Microsoft Word, Access, Spreadsheets, Customer Service, PeopleSoft, Calendaring, Event Planning, Travel Arrangements, Investments, Office Administration
Education
Spokane Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.)
Ameriprise Financial, Inc. October 2012 - Present
Linnie's Thai Cuisine December 2006 - Present
Skills
Administrative..., Outlook, Microsoft Excel, Lotus Notes, PowerPoint, Data Entry, Microsoft Office, Microsoft Word, Access, Spreadsheets, Customer Service, PeopleSoft, Calendaring, Event Planning, Travel Arrangements, Investments, Office Administration
Education
Spokane Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.)
Carrie Barth's Ameriprise Financial, Inc. Experience December 2005 - January 2008
Job Project Manager
Industry Information Technology and Services
Experience
Cargill November 2014 - Present
CDI October 2011 - May 2014
Wells Fargo (contractor through LogiSolve) April 2010 - October 2011
Wolters Kluwer Financial Services May 2009 - February 2010
Ameriprise Financial, Inc. December 2005 - January 2008
American Express January 1997 - December 2005
UnitedHealth Group February 1992 - December 1996
Aetna Health Plans 1992 - 1994
Skills
Resource Management, Business Analysis, SDLC, Vendor Management, CRM, PMO, Business Process, Visio, Data Warehousing, Training, Quality Assurance, User Acceptance Testing, Software Documentation, SharePoint, Leadership, Project Delivery, Management, Team Leadership, Six Sigma, Analysis, Software Development, PMP, Project Portfolio..., Business Requirements
Education
Macalester College
Macalester College
BA, Biology
Cargill November 2014 - Present
CDI October 2011 - May 2014
Wells Fargo (contractor through LogiSolve) April 2010 - October 2011
Wolters Kluwer Financial Services May 2009 - February 2010
Ameriprise Financial, Inc. December 2005 - January 2008
American Express January 1997 - December 2005
UnitedHealth Group February 1992 - December 1996
Aetna Health Plans 1992 - 1994
Skills
Resource Management, Business Analysis, SDLC, Vendor Management, CRM, PMO, Business Process, Visio, Data Warehousing, Training, Quality Assurance, User Acceptance Testing, Software Documentation, SharePoint, Leadership, Project Delivery, Management, Team Leadership, Six Sigma, Analysis, Software Development, PMP, Project Portfolio..., Business Requirements
Education
Macalester College
Macalester College
BA, Biology
Carolyn Marty Carolyn Marty's Ameriprise Financial, Inc. Experience January 2002 - May 2011
Job Selfemployed
Industry Financial Services
Experience
Twin Cities Women's Choir September 2009 - Present
Ameriprise Financial, Inc. January 2002 - May 2011
Ameriprise Financial, Inc January 1999 - January 2002
The Guthrie Theater and Lab December 1998 - May 1999
Northwestern College June 1994 - December 1997
Skills
Highly self-motivated, Problem Solving, Event Planning, Team Building, Flexibility, Organization, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Lotus Notes, Customer Service, Customer Satisfaction, Stage Management, Project Management, Access
Education
Northwestern College 1989 — 1994
B.S., Social Science
Twin Cities Women's Choir September 2009 - Present
Ameriprise Financial, Inc. January 2002 - May 2011
Ameriprise Financial, Inc January 1999 - January 2002
The Guthrie Theater and Lab December 1998 - May 1999
Northwestern College June 1994 - December 1997
Skills
Highly self-motivated, Problem Solving, Event Planning, Team Building, Flexibility, Organization, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Lotus Notes, Customer Service, Customer Satisfaction, Stage Management, Project Management, Access
Education
Northwestern College 1989 — 1994
B.S., Social Science
Bruce Saul Bruce Saul's Ameriprise Financial, Inc. Experience May 2006 - March 2014
Job Senior Regulatory Policy Analyst I Financial Services Industry Expert and Thought Leader I General Counsel Experience
Industry Financial Services
Experience
Federal Insurance Office July 2014 - Present
Ameriprise Financial, Inc. May 2006 - March 2014
Travelers Insurance 2002 - 2006
Old Mutual U.S. Life Holdings, Inc. October 2001 - May 2002
Fidelity and Guaranty Life Insurance Company November 1991 - October 2001
Saul Ewing LLP (formerly Weinberg and Green) 1981 - 1991
Skills
Insurance, Financial Services..., Financial Services, Corporate Law, Mergers & Acquisitions, Securities, Life Insurance, Property & Casualty..., Corporate Governance, Compliance, Enterprise Risk..., Federal Government..., State Government..., Finance, Litigation Management, Securities Regulation, Investments, Insurance Law, Portfolio Management, Claim, Risk Management
Education
Duke University School of Law
JD, Law
The Johns Hopkins University
BA, Humanities
Federal Insurance Office July 2014 - Present
Ameriprise Financial, Inc. May 2006 - March 2014
Travelers Insurance 2002 - 2006
Old Mutual U.S. Life Holdings, Inc. October 2001 - May 2002
Fidelity and Guaranty Life Insurance Company November 1991 - October 2001
Saul Ewing LLP (formerly Weinberg and Green) 1981 - 1991
Skills
Insurance, Financial Services..., Financial Services, Corporate Law, Mergers & Acquisitions, Securities, Life Insurance, Property & Casualty..., Corporate Governance, Compliance, Enterprise Risk..., Federal Government..., State Government..., Finance, Litigation Management, Securities Regulation, Investments, Insurance Law, Portfolio Management, Claim, Risk Management
Education
Duke University School of Law
JD, Law
The Johns Hopkins University
BA, Humanities
Craig Lindo Craig Lindo's Ameriprise Financial, Inc. Experience July 2005 - September 2007
Job Head Cashier at Metropolitan State University
Industry Financial Services
Experience
Metropolitan State University April 2012 - Present
Waddell & Reed August 2010 - March 2012
Integrated Incorporated Wealth Advisors March 2010 - June 2010
Wells Fargo March 2009 - May 2009
Ameriprise Financial Services, Inc. September 2007 - March 2008
Ameriprise Financial, Inc July 2005 - September 2007
Ameriprise Financial, Inc. October 1993 - July 2005
Ameriprise Financial Services, Inc. March 1991 - October 1993
Ameriprise Financial Services, Inc. October 1989 - March 1991
Skills
Bloomberg, Mutual Funds, Securities, Asset Management, Compliance, Investment Advisory, Investments, Stocks, Equities, Options, Reporting & Analysis, Personal Finance, Excel, Series 6, Accounting
Education
Minnesota State University, Mankato 1986 — 1988
B.S., Finance, Management, Economics
Normandale Community College 1983 — 1986
Associates of Arts, General Educational Requirements
Metropolitan State University April 2012 - Present
Waddell & Reed August 2010 - March 2012
Integrated Incorporated Wealth Advisors March 2010 - June 2010
Wells Fargo March 2009 - May 2009
Ameriprise Financial Services, Inc. September 2007 - March 2008
Ameriprise Financial, Inc July 2005 - September 2007
Ameriprise Financial, Inc. October 1993 - July 2005
Ameriprise Financial Services, Inc. March 1991 - October 1993
Ameriprise Financial Services, Inc. October 1989 - March 1991
Skills
Bloomberg, Mutual Funds, Securities, Asset Management, Compliance, Investment Advisory, Investments, Stocks, Equities, Options, Reporting & Analysis, Personal Finance, Excel, Series 6, Accounting
Education
Minnesota State University, Mankato 1986 — 1988
B.S., Finance, Management, Economics
Normandale Community College 1983 — 1986
Associates of Arts, General Educational Requirements
Therese Devoe Therese Devoe's Ameriprise Financial, Inc. Experience 2010 - 2012
Job Operations Support Officer at Mercy Corps
Industry Financial Services
Experience
Mercy Corps August 2015 - Present
CODA, Inc. June 2014 - April 2015
CODA, Inc. February 2014 - June 2014
Ameriprise Financial, Inc. 2010 - 2012
Ameriprise Financial, Inc. 2009 - 2010
Ameriprise Financial, Inc. 2000 - 2009
IVID Communications 1993 - 1999
Skills
Leadership, Financial Services, Management, Team Leadership, Process Improvement, Change Management, Human Resources, Adaptability, Training, Solution Implementation, Follow Through, Strategic Financial..., Data Analysis, Vendor Management, Customer Service, Employee Relations, Recruiting, Operations Management, Performance Management
Education
Saint Mary's College 1989 — 1993
Bachelor of Arts (BA), Sociology
Mercy Corps August 2015 - Present
CODA, Inc. June 2014 - April 2015
CODA, Inc. February 2014 - June 2014
Ameriprise Financial, Inc. 2010 - 2012
Ameriprise Financial, Inc. 2009 - 2010
Ameriprise Financial, Inc. 2000 - 2009
IVID Communications 1993 - 1999
Skills
Leadership, Financial Services, Management, Team Leadership, Process Improvement, Change Management, Human Resources, Adaptability, Training, Solution Implementation, Follow Through, Strategic Financial..., Data Analysis, Vendor Management, Customer Service, Employee Relations, Recruiting, Operations Management, Performance Management
Education
Saint Mary's College 1989 — 1993
Bachelor of Arts (BA), Sociology
Hunter Lambert's Ameriprise Financial, Inc. Experience May 2012 - August 2012
Job Graduate Assistant at James Madison University
Industry Accounting
Experience
James Madison University September 2015 - Present
Deloitte June 2015 - July 2015
Transnational Wood Corp. June 2014 - August 2014
Camp Winaukee May 2013 - August 2013
Kimball Farm July 2009 - September 2012
Ameriprise Financial, Inc. May 2012 - August 2012
Ilg & Devore PC January 2011 - May 2011
Skills
Hardwork, Reliability, Integrity, Leadership, NH Comercial Boat..., Customer Engagement, Red Cross Lifeguard..., Microsoft Excel, PowerPoint, Public Speaking, Time Management, Financial Analysis, Social Networking, Microsoft Word, Finance, Research, Teamwork, Management, Social Media, Facebook, Event Planning
Education
James Madison University 2015 — 2016
Master’s Degree, Accounting
James Madison University 2011 — 2015
Bachelor’s Degree, Accounting
Groton-Dunstable Regional High School 2007 — 2011
James Madison University September 2015 - Present
Deloitte June 2015 - July 2015
Transnational Wood Corp. June 2014 - August 2014
Camp Winaukee May 2013 - August 2013
Kimball Farm July 2009 - September 2012
Ameriprise Financial, Inc. May 2012 - August 2012
Ilg & Devore PC January 2011 - May 2011
Skills
Hardwork, Reliability, Integrity, Leadership, NH Comercial Boat..., Customer Engagement, Red Cross Lifeguard..., Microsoft Excel, PowerPoint, Public Speaking, Time Management, Financial Analysis, Social Networking, Microsoft Word, Finance, Research, Teamwork, Management, Social Media, Facebook, Event Planning
Education
James Madison University 2015 — 2016
Master’s Degree, Accounting
James Madison University 2011 — 2015
Bachelor’s Degree, Accounting
Groton-Dunstable Regional High School 2007 — 2011
Glen Bearth Glen Bearth's Ameriprise Financial, Inc. Experience July 2007 - March 2010
Job Payroll Analyst at 3M Company
Industry Human Resources
Experience
3M Company November 2011 - Present
3M Company January 2010 - Present
Ameriprise Financial, Inc. July 2007 - March 2010
3M Company October 2003 - June 2007
Diamond Products, Inc. 2002 - 2003
Thomson/West Group 1998 - 2002
Gillette Company 1985 - 1997
Metro Surgical Supplies 1978 - 1985
Skills
Payroll, Tax Reporting, PeopleSoft, Compliance, Tax, Funding, SOX, Excel, Problem Solving, Word, Customer Relations, Customer Service, Sarbanes-Oxley Act, Training, Process Improvement, Microsoft Word, Microsoft Excel, Budgets, Account Reconciliation, Management, Accounting, Payroll Taxes, Leadership, Human Resources, ADP Payroll
Education
Saint Mary's University of Minnesota 2011 — 2014
BA - Human Resource Management, Human Resources Management and Business, 3.82
Inver Hills Community College
AS, Contemporary Business
Tartan
3M Company November 2011 - Present
3M Company January 2010 - Present
Ameriprise Financial, Inc. July 2007 - March 2010
3M Company October 2003 - June 2007
Diamond Products, Inc. 2002 - 2003
Thomson/West Group 1998 - 2002
Gillette Company 1985 - 1997
Metro Surgical Supplies 1978 - 1985
Skills
Payroll, Tax Reporting, PeopleSoft, Compliance, Tax, Funding, SOX, Excel, Problem Solving, Word, Customer Relations, Customer Service, Sarbanes-Oxley Act, Training, Process Improvement, Microsoft Word, Microsoft Excel, Budgets, Account Reconciliation, Management, Accounting, Payroll Taxes, Leadership, Human Resources, ADP Payroll
Education
Saint Mary's University of Minnesota 2011 — 2014
BA - Human Resource Management, Human Resources Management and Business, 3.82
Inver Hills Community College
AS, Contemporary Business
Tartan
R. Pasha Horiuchi, CFP® R. Pasha Horiuchi, CFP®'s Ameriprise Financial, Inc. Experience January 2003 - Present
Job Financial Advisor, Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. January 2003 - Present
Applied Materials, Inc. 1995 - 2001
US Air Force January 1990 - January 1995
Education
University of Portland 1985 — 1989
Bachelor of Science, Electrical Engineering
Radford High School 1981 — 1985
Ameriprise Financial, Inc. January 2003 - Present
Applied Materials, Inc. 1995 - 2001
US Air Force January 1990 - January 1995
Education
University of Portland 1985 — 1989
Bachelor of Science, Electrical Engineering
Radford High School 1981 — 1985
Ronald Samuel Ronald Samuel's Ameriprise Financial, Inc. Experience October 2001 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial, Inc. October 2001 - Present
Ronald Samuel & Associates October 2001 - Present
Pacific West Produce Marketing, Inc January 1977 - January 2000
Education
California State University, Fresno 1972 — 1976
Bachelor of Science, Agricultural Business
Ameriprise Financial, Inc. October 2001 - Present
Ronald Samuel & Associates October 2001 - Present
Pacific West Produce Marketing, Inc January 1977 - January 2000
Education
California State University, Fresno 1972 — 1976
Bachelor of Science, Agricultural Business
Jeremy Vohwinkle's Ameriprise Financial, Inc. Experience April 2005 - February 2006
Job Owner and Pitmaster at The Prized Pig BBQ Restaurant
Industry Restaurants
Experience
The Prized Pig BBQ Restaurant April 2013 - Present
Generation X Finance October 2006 - December 2012
About.com August 2007 - May 2012
Bundle.com January 2010 - January 2011
Diversified Investment Advisors September 2006 - January 2010
JPMorgan Chase February 2006 - September 2006
Auction It Easy, LLC November 2003 - March 2006
Ameriprise Financial, Inc. April 2005 - February 2006
Vertexhost, Inc. August 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Investments, Copywriting, Personal Finance, Retirement, Strategic Financial..., Social Media, Small Business, Finance, Content Strategy, BBQ, Business Planning, Management, Marketing, Online Advertising, Blogging, Financial Planners, Financial Services
Education
Michigan State University 1998 — 2003
Bachelors
The Prized Pig BBQ Restaurant April 2013 - Present
Generation X Finance October 2006 - December 2012
About.com August 2007 - May 2012
Bundle.com January 2010 - January 2011
Diversified Investment Advisors September 2006 - January 2010
JPMorgan Chase February 2006 - September 2006
Auction It Easy, LLC November 2003 - March 2006
Ameriprise Financial, Inc. April 2005 - February 2006
Vertexhost, Inc. August 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Investments, Copywriting, Personal Finance, Retirement, Strategic Financial..., Social Media, Small Business, Finance, Content Strategy, BBQ, Business Planning, Management, Marketing, Online Advertising, Blogging, Financial Planners, Financial Services
Education
Michigan State University 1998 — 2003
Bachelors
Heather Melloh Heather Melloh's Ameriprise Financial, Inc. Experience October 2005 - Present
Job VP & Chief Counsel at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. October 2005 - Present
Dorsey & Whitney LLP October 1997 - September 2005
Jenner & Block LLP September 1996 - September 1997
Education
University of Illinois College of Law 1993 — 1996
JD, magna cum laude
Knox College 1989 — 1993
BA, cum laude, History & Political Science
Ameriprise Financial, Inc. October 2005 - Present
Dorsey & Whitney LLP October 1997 - September 2005
Jenner & Block LLP September 1996 - September 1997
Education
University of Illinois College of Law 1993 — 1996
JD, magna cum laude
Knox College 1989 — 1993
BA, cum laude, History & Political Science
Sandhya Krishnamurthy Sandhya Krishnamurthy's Ameriprise Financial, Inc. Experience October 2008 - November 2009
Job Business Growth Enabler | Management Consultant to Financial Services businesses | Entrepreneur
Industry Management Consulting
Experience
S2E Consulting, LLC September 2014 - Present
Taproot Foundation February 2013 - Present
LPL Financial September 2013 - August 2014
Charles Schwab December 2011 - October 2012
Ameriprise Financial Services, Inc. November 2009 - April 2011
Ameriprise Financial, Inc October 2008 - November 2009
Ameriprise Financial Inc 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express 2002 - 2004
Skills
Strategy, Cross-functional Team..., Leadership, Program Management, Management, Business Analysis, Marketing, Financial Services, Competitive Analysis, Management Consulting, Product Management, Segmentation
Education
Indian Institute of Management, Bangalore 2000 — 2002
PGDM, Strategy, Finance
Portland State University 1998 — 1999
B.S., General Science, Business Administration
Bangalore University 1991 — 1994
B Sc, Mathematics, Statistics, Economics
S2E Consulting, LLC September 2014 - Present
Taproot Foundation February 2013 - Present
LPL Financial September 2013 - August 2014
Charles Schwab December 2011 - October 2012
Ameriprise Financial Services, Inc. November 2009 - April 2011
Ameriprise Financial, Inc October 2008 - November 2009
Ameriprise Financial Inc 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express 2002 - 2004
Skills
Strategy, Cross-functional Team..., Leadership, Program Management, Management, Business Analysis, Marketing, Financial Services, Competitive Analysis, Management Consulting, Product Management, Segmentation
Education
Indian Institute of Management, Bangalore 2000 — 2002
PGDM, Strategy, Finance
Portland State University 1998 — 1999
B.S., General Science, Business Administration
Bangalore University 1991 — 1994
B Sc, Mathematics, Statistics, Economics
Jennifer Colvin's Ameriprise Financial, Inc. Experience January 2006 - Present
Job VP, Marketing and Corporate Communications at UpsherSmith Laboratories, Inc.
Industry Financial Services
Experience
Upsher-Smith Laboratories, Inc. August 2014 - Present
Ameriprise Financial Inc January 2006 - Present
Ameriprise Financial 2004 - 2006
Ameriprise Financial 2002 - 2004
Ameriprise Financial 2000 - 2002
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1998 - 1999
Fingerhut; Consumer Catalog January 1997 - January 1998
Medtox Laboratories, Inc 1995 - 1997
Skills
Competitive Analysis, Budgets, Strategy, Market Planning, Business Development, Marketing Strategy, Finance, Marketing, Strategic Planning, Segmentation, Business Planning, Direct Mail, Business Strategy, Leadership, Integrated Marketing, Lead Generation, Cross-functional Team..., CRM, Values-based Leadership, Trusted Business Partner, Teamwork, Team Leadership, Financial Services, Collaborative Problem..., Business Excellence
Education
Northwest Missouri State University 1989 — 1994
BS, Marketing and Management
Northwest Missouri State University 1989 — 1993
BACHELORS OF SCIENCE, MARKETING & MANAGEMENT
Upsher-Smith Laboratories, Inc. August 2014 - Present
Ameriprise Financial Inc January 2006 - Present
Ameriprise Financial 2004 - 2006
Ameriprise Financial 2002 - 2004
Ameriprise Financial 2000 - 2002
Ameriprise Financial 1999 - 2000
Ameriprise Financial 1998 - 1999
Fingerhut; Consumer Catalog January 1997 - January 1998
Medtox Laboratories, Inc 1995 - 1997
Skills
Competitive Analysis, Budgets, Strategy, Market Planning, Business Development, Marketing Strategy, Finance, Marketing, Strategic Planning, Segmentation, Business Planning, Direct Mail, Business Strategy, Leadership, Integrated Marketing, Lead Generation, Cross-functional Team..., CRM, Values-based Leadership, Trusted Business Partner, Teamwork, Team Leadership, Financial Services, Collaborative Problem..., Business Excellence
Education
Northwest Missouri State University 1989 — 1994
BS, Marketing and Management
Northwest Missouri State University 1989 — 1993
BACHELORS OF SCIENCE, MARKETING & MANAGEMENT
Dwayne Arakaki Dwayne Arakaki's Ameriprise Financial, Inc. Experience February 2012 - July 2012
Job Financial Advisor at Alpha Wealth Management and Planning
Industry Financial Services
Experience
Alpha Wealth Management and Planning July 2012 - Present
North Coast Association of Health Underwriters January 2007 - Present
Ameriprise Financial, Inc. February 2012 - July 2012
John Hancock Financial Services March 2007 - February 2012
Tupperware March 1995 - December 2002
Honolulu Fire Department March 1987 - June 1995
Skills
Investments, Long Term Care Insurance, Series 63, Term Life Insurance, Wealth Management, Series 6, Financial Planners, Pensions, Retirement Plan..., IRAs, Asset Allocation, 401k Rollovers, Financial Advisory, Uniform Combined State..., Investment Advisory
Education
University of Hawaii at Manoa 1978 — 1980
Business
Alpha Wealth Management and Planning July 2012 - Present
North Coast Association of Health Underwriters January 2007 - Present
Ameriprise Financial, Inc. February 2012 - July 2012
John Hancock Financial Services March 2007 - February 2012
Tupperware March 1995 - December 2002
Honolulu Fire Department March 1987 - June 1995
Skills
Investments, Long Term Care Insurance, Series 63, Term Life Insurance, Wealth Management, Series 6, Financial Planners, Pensions, Retirement Plan..., IRAs, Asset Allocation, 401k Rollovers, Financial Advisory, Uniform Combined State..., Investment Advisory
Education
University of Hawaii at Manoa 1978 — 1980
Business
Marcia Soto, M.A.'s Ameriprise Financial, Inc. Experience September 2006 - October 2008
Job HCA Communications Coordinator at the Minnesota Department of Human Services
Industry Government Administration
Experience
Minnesota Department of Human Services May 2014 - Present
WomenVenture May 2009 - Present
Better Futures Minnesota May 2011 - May 2014
Project for Pride in Living October 2008 - July 2011
SOTO Consulting May 2005 - July 2011
Guadalupe Alternative Programs July 2009 - May 2011
AMERIPRISE FINANCIAL INC. September 2006 - October 2008
AMERIPRISE FINANCIAL INC. October 2003 - September 2006
AMERIPRISE FINANCIAL INC. May 1998 - September 2003
Skills
Public Speaking, Non-profits, Leadership, Strategic Communications, Coaching, Strategic Planning, Organizational..., Customer Service, Social Media, Team Building, Staff Development, Microsoft Office, Nonprofits, Program Management, Strategy, Teaching, Program Development, Training
Education
Bethel University 2005 — 2007
M.A., Communications
Concordia University-St. Paul 1993 — 1997
B.A., Communications
Minnesota Department of Human Services May 2014 - Present
WomenVenture May 2009 - Present
Better Futures Minnesota May 2011 - May 2014
Project for Pride in Living October 2008 - July 2011
SOTO Consulting May 2005 - July 2011
Guadalupe Alternative Programs July 2009 - May 2011
AMERIPRISE FINANCIAL INC. September 2006 - October 2008
AMERIPRISE FINANCIAL INC. October 2003 - September 2006
AMERIPRISE FINANCIAL INC. May 1998 - September 2003
Skills
Public Speaking, Non-profits, Leadership, Strategic Communications, Coaching, Strategic Planning, Organizational..., Customer Service, Social Media, Team Building, Staff Development, Microsoft Office, Nonprofits, Program Management, Strategy, Teaching, Program Development, Training
Education
Bethel University 2005 — 2007
M.A., Communications
Concordia University-St. Paul 1993 — 1997
B.A., Communications
Joseph Pearce CFP®, CRPC® Joseph Pearce CFP®, CRPC®'s Ameriprise Financial, Inc. Experience August 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Inc. August 1999 - Present
Ameriprise Financial Services, Inc. March 2003 - May 2009
Skills
Retirement Planning, Retirement, Estate Planning, Investments, Financial Advisory, Series 7, Series 63, Leadership, Mutual Funds, Wealth Management, Financial Planning, Insurance, Portfolio Management, Asset Managment, Finance, Microsoft Excel, Saving for Education, Financial Analysis, Public Speaking, Financial Services, Uniform Combined State..., Asset Allocation, 401k, Customer Service, Financial Goals, Strategic Financial..., Investment Advisory, Fixed Income, Fixed Annuities, Investment Strategies, Securities, Time Management
Education
Monmouth University 1994 — 1998
BA Business Administration, Marketing
Ameriprise Financial Inc. August 1999 - Present
Ameriprise Financial Services, Inc. March 2003 - May 2009
Skills
Retirement Planning, Retirement, Estate Planning, Investments, Financial Advisory, Series 7, Series 63, Leadership, Mutual Funds, Wealth Management, Financial Planning, Insurance, Portfolio Management, Asset Managment, Finance, Microsoft Excel, Saving for Education, Financial Analysis, Public Speaking, Financial Services, Uniform Combined State..., Asset Allocation, 401k, Customer Service, Financial Goals, Strategic Financial..., Investment Advisory, Fixed Income, Fixed Annuities, Investment Strategies, Securities, Time Management
Education
Monmouth University 1994 — 1998
BA Business Administration, Marketing
Jason Heath Jason Heath's Ameriprise Financial, Inc. Experience 2004 - Present
Job Ameriprise Financial Advisor at Ameriprise Financial. INC
Industry Financial Services
Experience
Ameriprise Financial. INC 2004 - Present
Seattle Mariners 1993 - 1996
Education
Oklahoma State University 1989 — 1993
Bachelors, Exercise Science with a minor in Math
Ameriprise Financial. INC 2004 - Present
Seattle Mariners 1993 - 1996
Education
Oklahoma State University 1989 — 1993
Bachelors, Exercise Science with a minor in Math
Craig Timm Craig Timm's Ameriprise Financial, Inc. Experience August 2011 - March 2014
Job Chief Risk Officer at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann March 2014 - Present
Ameriprise Financial, Inc. August 2011 - March 2014
Securities America Financial Corp. December 2010 - July 2011
Ameriprise Financial, Inc. July 2010 - December 2010
Ameriprise Financial, Inc. February 2005 - June 2010
Thrivent Financial for Lutherans March 2004 - February 2005
Thrivent Financial for Lutherans December 2002 - March 2004
Travelers (St. Paul Companies, Inc.) June 2000 - December 2002
Travelers (St. Paul Companies, Inc.) November 1997 - June 2000
McGladrey January 1996 - November 1997
Skills
Series 7, Series 24, Internal Audit, SOX 404, FDICIA, Model Audit Rule, Co-sourcing, Information Technology..., Internal Audit..., Risk Based Audits, Continuous Auditing, IIA Standards, Enterprise Risk..., Audit Command Language, FINRA, Sarbanes-Oxley Act, Securities, Auditing, IT Audit, Uniform Combined State..., USA PATRIOT Act, COBIT, AML, Operational Risk..., CISA, OFAC, Bank Secrecy Act, Investment Management, Alternative Investments, Mutual Funds, Business Continuity, Disaster Recovery, Asset Allocation, Wealth Management, Sarbanes-Oxley, Operational Risk, Internal Controls, Business Continuity..., CPA, Credit Risk
Education
Wharton Executive Education 2012 — 2012
FINRA CRCP
Southwest Minnesota State University 1989 — 1993
Bachelor's degree, Accounting
Ladenburg Thalmann March 2014 - Present
Ameriprise Financial, Inc. August 2011 - March 2014
Securities America Financial Corp. December 2010 - July 2011
Ameriprise Financial, Inc. July 2010 - December 2010
Ameriprise Financial, Inc. February 2005 - June 2010
Thrivent Financial for Lutherans March 2004 - February 2005
Thrivent Financial for Lutherans December 2002 - March 2004
Travelers (St. Paul Companies, Inc.) June 2000 - December 2002
Travelers (St. Paul Companies, Inc.) November 1997 - June 2000
McGladrey January 1996 - November 1997
Skills
Series 7, Series 24, Internal Audit, SOX 404, FDICIA, Model Audit Rule, Co-sourcing, Information Technology..., Internal Audit..., Risk Based Audits, Continuous Auditing, IIA Standards, Enterprise Risk..., Audit Command Language, FINRA, Sarbanes-Oxley Act, Securities, Auditing, IT Audit, Uniform Combined State..., USA PATRIOT Act, COBIT, AML, Operational Risk..., CISA, OFAC, Bank Secrecy Act, Investment Management, Alternative Investments, Mutual Funds, Business Continuity, Disaster Recovery, Asset Allocation, Wealth Management, Sarbanes-Oxley, Operational Risk, Internal Controls, Business Continuity..., CPA, Credit Risk
Education
Wharton Executive Education 2012 — 2012
FINRA CRCP
Southwest Minnesota State University 1989 — 1993
Bachelor's degree, Accounting
Valerie Mikles Valerie Mikles's Ameriprise Financial, Inc. Experience August 2005 - April 2008
Job Benefit Counselor at Unum
Industry Civic & Social Organization
Experience
Unum June 2010 - Present
Michael Maurer & Associates, Ameriprise Financial, Inc. August 2005 - July 2009
Ameriprise Financial, Inc. August 2005 - April 2008
Shimadzu Scientific Instruments, Inc. January 1998 - June 2005
Skills
Coaching, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Employee Benefits, Training
Education
Northwestern 1992 — 1996
Bachelor of Arts (B.A.), Environmental Biology
Unum June 2010 - Present
Michael Maurer & Associates, Ameriprise Financial, Inc. August 2005 - July 2009
Ameriprise Financial, Inc. August 2005 - April 2008
Shimadzu Scientific Instruments, Inc. January 1998 - June 2005
Skills
Coaching, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Employee Benefits, Training
Education
Northwestern 1992 — 1996
Bachelor of Arts (B.A.), Environmental Biology
Don Stauffer's Ameriprise Financial, Inc. Experience January 2001 - January 2007
Job Skilled people leader with business compliance, project management, process improvement and strategic skills
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo Bank, NA February 2013 - June 2014
Robert Half Management Resources April 2012 - November 2012
Robert Half Management Resources January 2011 - March 2012
Columbia Management Investment Service March 2009 - October 2010
RiverSource Fund Distributors, Inc March 2007 - March 2009
Ameriprise Financial, Inc January 2001 - January 2007
Ameriprise Financial, Inc January 1998 - January 2001
Ameriprise Financial, Inc January 1996 - January 1998
Mutual Funds January 1994 - January 1996
Skills
Process Improvement, Change Management, Visio, Project Management, Leadership, Strategy, Forecasting, Product Management, Analysis, Business Process, Budgets, Talent Management, Access, Contract Management, Management
Education
Bethel College and Seminary 1990 — 1992
Master of Arts, Education
Northwestern College 1983 — 1988
Bachelor of Arts, Social Science; Psychology emphasis, Music
Wells Fargo June 2014 - Present
Wells Fargo Bank, NA February 2013 - June 2014
Robert Half Management Resources April 2012 - November 2012
Robert Half Management Resources January 2011 - March 2012
Columbia Management Investment Service March 2009 - October 2010
RiverSource Fund Distributors, Inc March 2007 - March 2009
Ameriprise Financial, Inc January 2001 - January 2007
Ameriprise Financial, Inc January 1998 - January 2001
Ameriprise Financial, Inc January 1996 - January 1998
Mutual Funds January 1994 - January 1996
Skills
Process Improvement, Change Management, Visio, Project Management, Leadership, Strategy, Forecasting, Product Management, Analysis, Business Process, Budgets, Talent Management, Access, Contract Management, Management
Education
Bethel College and Seminary 1990 — 1992
Master of Arts, Education
Northwestern College 1983 — 1988
Bachelor of Arts, Social Science; Psychology emphasis, Music
Bryan McAnnany Bryan McAnnany's Ameriprise Financial, Inc. Experience January 1999 - February 2009
Job Owner/Producer at Our Media Department
Industry Media Production
Experience
Our Media Department October 2010 - Present
AMERIPRISE FINANCIAL, INC January 1999 - February 2009
The Learning Company (MECC) August 1997 - June 1999
Digital Pictures May 1995 - 1997
RedlineHealth Care June 1992 - February 1995
Minneapolis Technical College September 1990 - June 1992
Skills
Video Production, Video Editing, Videography, Flash, Flash Animation, After Effects, Animation, HTML + CSS, Final Cut Pro, Production, Motion Graphics, Video, Photoshop, Premiere, Post Production, DVD authoring, Adobe Audition, Media Production, Editing, Adobe Premiere CS6, Multimedia, Project Management, Graphic Design, Sound, HTML, Content Management, Film, Dreamweaver, New Media, Producing, Web Development, Television, Directing, Web Video, Film Production, Broadcast, Voice Over, Digital Media, Digital Video, Creative Direction, Content Strategy, Non-linear Editing, Streaming Media, Photography, Entertainment, HD Video, Digital Photography, Camera, Adobe Creative Suite
Education
Minneapolis Community and Technical College 1989 — 1990
Diploma, Video Production
Minneapolis Community and Technical College 1987 — 1989
Diploma, Graphic Design
Minnesota State University, Mankato 1965 — 1968
Accounting
Our Media Department October 2010 - Present
AMERIPRISE FINANCIAL, INC January 1999 - February 2009
The Learning Company (MECC) August 1997 - June 1999
Digital Pictures May 1995 - 1997
RedlineHealth Care June 1992 - February 1995
Minneapolis Technical College September 1990 - June 1992
Skills
Video Production, Video Editing, Videography, Flash, Flash Animation, After Effects, Animation, HTML + CSS, Final Cut Pro, Production, Motion Graphics, Video, Photoshop, Premiere, Post Production, DVD authoring, Adobe Audition, Media Production, Editing, Adobe Premiere CS6, Multimedia, Project Management, Graphic Design, Sound, HTML, Content Management, Film, Dreamweaver, New Media, Producing, Web Development, Television, Directing, Web Video, Film Production, Broadcast, Voice Over, Digital Media, Digital Video, Creative Direction, Content Strategy, Non-linear Editing, Streaming Media, Photography, Entertainment, HD Video, Digital Photography, Camera, Adobe Creative Suite
Education
Minneapolis Community and Technical College 1989 — 1990
Diploma, Video Production
Minneapolis Community and Technical College 1987 — 1989
Diploma, Graphic Design
Minnesota State University, Mankato 1965 — 1968
Accounting
Matt Neir, CPA's Ameriprise Financial, Inc. Experience January 2010 - December 2010
Job Audit Senior Associate at Eide Bailly, LLP
Industry Accounting
Experience
Eide Bailly LLP August 2013 - Present
Eide Bailly LLP August 2011 - August 2013
PricewaterhouseCoopers January 2011 - March 2011
Ameriprise Financial, Inc. January 2010 - December 2010
PricewaterhouseCoopers June 2009 - August 2009
Skills
Auditing, Microsoft Excel, Accounting, Financial Reporting, Financial Accounting, GAAP, CPA, US GAAP, Corporate Tax
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's of Science in Business, Accounting & Finance
Eide Bailly LLP August 2013 - Present
Eide Bailly LLP August 2011 - August 2013
PricewaterhouseCoopers January 2011 - March 2011
Ameriprise Financial, Inc. January 2010 - December 2010
PricewaterhouseCoopers June 2009 - August 2009
Skills
Auditing, Microsoft Excel, Accounting, Financial Reporting, Financial Accounting, GAAP, CPA, US GAAP, Corporate Tax
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's of Science in Business, Accounting & Finance
Mike McLain Mike McLain's Ameriprise Financial, Inc. Experience July 2004 - January 2008
Job Sr Advisor at Leap Wealth Management
Industry Financial Services
Experience
Leap Wealth Management August 2014 - Present
AutoShield January 2003 - Present
LeafHouse Financial Advisors, LLC. January 2010 - September 2014
Maverick Management February 2004 - February 2008
Ameriprise Financial, Inc July 2004 - January 2008
American Express Financial Advisors July 2000 - June 2004
American Express Financial Advisors 1994 - 2000
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Investments, Estate Planning, Financial Services, Asset Management, Insurance, Wealth Management, Investment Advisory, Asset Managment, Employee Benefits, ETFs, CRM, Retirement, 401k, Leadership, Business Planning, Portfolio Management, Personal Finance, Life Insurance, Pensions, Corporate Finance, Equities, Wealth Accumulation, Fiduciary, Asset Allocation, Strategic Planning, Strategy, Finance, Wealth Management..., Investment Strategies, Fixed Annuities, Securities, Series 63, Alternative Investments, Small Business, Financial Planning, Relationship Management, Investment Management, Training, Series 7, Wealth, Long-term Care, Disability Insurance, Personal Financial..., FINRA, Strategic Consulting, Management, Fiduciary Services
Education
Texas Tech University 1991 — 1994
Bachelor of Science, Finance
Texas Tech University - Rawls College of Business 1991 — 1994
Finance, Business, Finance, Marketing, Accounting
London Business School 1993 — 1993
European Business
Abilene Christian University 1989 — 1991
Business Administration, Management and Operations
Boston University
CFP Program
Leap Wealth Management August 2014 - Present
AutoShield January 2003 - Present
LeafHouse Financial Advisors, LLC. January 2010 - September 2014
Maverick Management February 2004 - February 2008
Ameriprise Financial, Inc July 2004 - January 2008
American Express Financial Advisors July 2000 - June 2004
American Express Financial Advisors 1994 - 2000
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Investments, Estate Planning, Financial Services, Asset Management, Insurance, Wealth Management, Investment Advisory, Asset Managment, Employee Benefits, ETFs, CRM, Retirement, 401k, Leadership, Business Planning, Portfolio Management, Personal Finance, Life Insurance, Pensions, Corporate Finance, Equities, Wealth Accumulation, Fiduciary, Asset Allocation, Strategic Planning, Strategy, Finance, Wealth Management..., Investment Strategies, Fixed Annuities, Securities, Series 63, Alternative Investments, Small Business, Financial Planning, Relationship Management, Investment Management, Training, Series 7, Wealth, Long-term Care, Disability Insurance, Personal Financial..., FINRA, Strategic Consulting, Management, Fiduciary Services
Education
Texas Tech University 1991 — 1994
Bachelor of Science, Finance
Texas Tech University - Rawls College of Business 1991 — 1994
Finance, Business, Finance, Marketing, Accounting
London Business School 1993 — 1993
European Business
Abilene Christian University 1989 — 1991
Business Administration, Management and Operations
Boston University
CFP Program
Sean Zhu's Ameriprise Financial, Inc. Experience 2011 - Present
Job Fixed Income Analytics & Corporate Finance
Industry Financial Services
Experience
Ameriprise Financial, Inc. 2011 - Present
GMAC ResCap 2007 - 2010
Ford Motor Credit Company 2006 - 2007
PricewaterhouseCoopers 2003 - 2005
Skills
Financial Modeling, Risk Management, Treasury, Fixed Income, Valuation, Capital Markets, Portfolio Management, Credit Risk, Securitization, Financial Analysis, Structured Finance, Derivatives, Financial Risk, Hedging, Credit Analysis, MBS, ABS, Bloomberg, Corporate Finance, ALM, Credit
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Peking University
Bachelor of Science, Genetics
Ameriprise Financial, Inc. 2011 - Present
GMAC ResCap 2007 - 2010
Ford Motor Credit Company 2006 - 2007
PricewaterhouseCoopers 2003 - 2005
Skills
Financial Modeling, Risk Management, Treasury, Fixed Income, Valuation, Capital Markets, Portfolio Management, Credit Risk, Securitization, Financial Analysis, Structured Finance, Derivatives, Financial Risk, Hedging, Credit Analysis, MBS, ABS, Bloomberg, Corporate Finance, ALM, Credit
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Peking University
Bachelor of Science, Genetics
Kristen Hall's Ameriprise Financial, Inc. Experience July 2008 - Present
Job Director, Marketing Automation at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. July 2008 - Present
Ameriprise Financial June 2002 - July 2008
Skills
Financial Services, Relationship Management, Vendor Management, CRM, Change Management, Analytics, Direct Marketing, Process Improvement, Interactive Marketing, Leadership, Project Management, Marketing, Lead Management, Resource Management, Distributed Applications, Technology Roadmapping, Atlassian JIRA, Tempo, Atlassian Confluence
Education
DePauw University 1989 — 1993
Bachelor of Arts, Political Science
Edina High School
Ameriprise Financial, Inc. July 2008 - Present
Ameriprise Financial June 2002 - July 2008
Skills
Financial Services, Relationship Management, Vendor Management, CRM, Change Management, Analytics, Direct Marketing, Process Improvement, Interactive Marketing, Leadership, Project Management, Marketing, Lead Management, Resource Management, Distributed Applications, Technology Roadmapping, Atlassian JIRA, Tempo, Atlassian Confluence
Education
DePauw University 1989 — 1993
Bachelor of Arts, Political Science
Edina High School
John Link, CFP® MS John Link, CFP® MS's Ameriprise Financial, Inc. Experience September 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. September 1995 - Present
Waynesburg College June 2001 - October 2006
Richard J. Link, CPA January 1993 - August 1995
Education
Case Western Reserve University 1987 — 1991
BS, Accounting
California University of Pennsylvania 1991 — 1992
MS, Business Finance
Ameriprise Financial, Inc. September 1995 - Present
Waynesburg College June 2001 - October 2006
Richard J. Link, CPA January 1993 - August 1995
Education
Case Western Reserve University 1987 — 1991
BS, Accounting
California University of Pennsylvania 1991 — 1992
MS, Business Finance
Patty Olson Patty Olson's Ameriprise Financial, Inc. Experience 2000 - 2008
Job Tenant Services Coordinator
Industry Real Estate
Experience
JLL July 2014 - Present
Martin Williams November 2011 - July 2014
Minnesota Oncology Hematology P.A. 2010 - 2010
Ameriprise Financial, Inc 2000 - 2008
Ameriprise Financial, Inc 1994 - 2000
Ameriprise Financial, Inc April 1984 - 1994
Skills
Forecasting, Process Improvement, Microsoft Excel, Financial Analysis, Budgets, Accounting, Management, Vendor Management, Business Analysis, Strategic Planning, Project Planning, Project Management, Lotus Notes, Outlook, Customer Service, Finance, Marketing, Organization &..., Event Planning, Office Administration, Relationship Management, Communication Skills, Team Building, Training, Volunteering, Coaching, Telecommunications, Database Design, Bank Reconciliation, Expense Reports, Project Status Reporting, Client Billing, Vendor Relationships, Analysis, Account Reconciliation, Microsoft Office, Financial Reporting
Education
Minneapolis Community and Technical College 2009 — 2010
Medical Office Assistant, Two year diploma, 3.80
Minneapolis Community and Technical College 1988 — 1990
Accounting & Business
St Louis Park High School
JLL July 2014 - Present
Martin Williams November 2011 - July 2014
Minnesota Oncology Hematology P.A. 2010 - 2010
Ameriprise Financial, Inc 2000 - 2008
Ameriprise Financial, Inc 1994 - 2000
Ameriprise Financial, Inc April 1984 - 1994
Skills
Forecasting, Process Improvement, Microsoft Excel, Financial Analysis, Budgets, Accounting, Management, Vendor Management, Business Analysis, Strategic Planning, Project Planning, Project Management, Lotus Notes, Outlook, Customer Service, Finance, Marketing, Organization &..., Event Planning, Office Administration, Relationship Management, Communication Skills, Team Building, Training, Volunteering, Coaching, Telecommunications, Database Design, Bank Reconciliation, Expense Reports, Project Status Reporting, Client Billing, Vendor Relationships, Analysis, Account Reconciliation, Microsoft Office, Financial Reporting
Education
Minneapolis Community and Technical College 2009 — 2010
Medical Office Assistant, Two year diploma, 3.80
Minneapolis Community and Technical College 1988 — 1990
Accounting & Business
St Louis Park High School
Laura Acciaio Laura Acciaio's Ameriprise Financial, Inc. Experience December 2010 - May 2013
Job Financial Advisor/Chief Operating Officer with Canal View Financial Advisors
Industry Financial Services
Experience
Canal View Financial Advisors a Private Wealth Advisory Practice of Ameriprise Financial May 2013 - Present
Ameriprise Financial Inc December 2010 - May 2013
Ameriprise Financial December 2009 - December 2010
Ameriprise Financial September 1992 - December 2009
Education
Nazareth College of Rochester 1996 — 1999
Master of Science (MS), Business Management
Nazareth College of Rochester 1992 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Canal View Financial Advisors a Private Wealth Advisory Practice of Ameriprise Financial May 2013 - Present
Ameriprise Financial Inc December 2010 - May 2013
Ameriprise Financial December 2009 - December 2010
Ameriprise Financial September 1992 - December 2009
Education
Nazareth College of Rochester 1996 — 1999
Master of Science (MS), Business Management
Nazareth College of Rochester 1992 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Moreland Bell CFP® Moreland Bell CFP®'s Ameriprise Financial, Inc. Experience November 2011 - Present
Job Financial Advisor at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. November 2011 - Present
RBC Wealth Management November 2006 - November 2011
Bank of America May 2002 - November 2006
Education
University of Georgia - Terry College of Business 2011 — 2013
Certificate of Financial Planning
University of Mississippi 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial, Inc. November 2011 - Present
RBC Wealth Management November 2006 - November 2011
Bank of America May 2002 - November 2006
Education
University of Georgia - Terry College of Business 2011 — 2013
Certificate of Financial Planning
University of Mississippi 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Michael V Duggan's Ameriprise Financial, Inc. Experience September 2007 - March 2008
Job Vice President, Client Manager at Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
Bank of America June 2013 - May 2015
Bank of America June 2009 - May 2013
Bank of America June 2008 - June 2009
Ameriprise Financial Inc September 2007 - March 2008
Skills
Credit Analysis, Commercial Lending, Loans, Portfolio Management, Financial Risk, Management, Credit, Finance, Underwriting
Education
Bentley University 2004 — 2008
Bachelor of Science Degree, Finance
Bank of America June 2015 - Present
Bank of America June 2013 - May 2015
Bank of America June 2009 - May 2013
Bank of America June 2008 - June 2009
Ameriprise Financial Inc September 2007 - March 2008
Skills
Credit Analysis, Commercial Lending, Loans, Portfolio Management, Financial Risk, Management, Credit, Finance, Underwriting
Education
Bentley University 2004 — 2008
Bachelor of Science Degree, Finance
Brian Alloway Brian Alloway's Ameriprise Financial, Inc. Experience December 2010 - December 2011
Job Marketing Specialist Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2012 - Present
Ameriprise Financial, Inc. December 2010 - December 2011
Rider University September 2009 - May 2010
Gloucester County Parks and Recreations 2002 - 2007
Skills
Email Marketing, Facebook, Event Planning, Microsoft Office, Dreamweaver, Photoshop, CSS, JavaScript, Visual Basic, FrontPage, Relational Databases, Information Systems, Research, Website Development, Social Networking, Marketing Communications, Life Insurance, Press Releases, Small Business, Social Media, Public Speaking, Social Media Marketing
Education
Rider University 2007 — 2010
B.S., Business Administration; Business of Sports
Gloucester County College 2004 — 2006
Associates Degree, Website Development for e-Commerce
Gateway Regional High School 2000 — 2004
Penn Mutual January 2012 - Present
Ameriprise Financial, Inc. December 2010 - December 2011
Rider University September 2009 - May 2010
Gloucester County Parks and Recreations 2002 - 2007
Skills
Email Marketing, Facebook, Event Planning, Microsoft Office, Dreamweaver, Photoshop, CSS, JavaScript, Visual Basic, FrontPage, Relational Databases, Information Systems, Research, Website Development, Social Networking, Marketing Communications, Life Insurance, Press Releases, Small Business, Social Media, Public Speaking, Social Media Marketing
Education
Rider University 2007 — 2010
B.S., Business Administration; Business of Sports
Gloucester County College 2004 — 2006
Associates Degree, Website Development for e-Commerce
Gateway Regional High School 2000 — 2004
Amanda Corbett Amanda Corbett's Ameriprise Financial, Inc. Experience September 2005 - August 2008
Job New Initiatives Analyst at Walgreens
Industry Retail
Experience
Walgreens October 2008 - Present
Ameriprise Financial, Inc. September 2005 - August 2008
Education
Appalachian State University 2001 — 2005
BSBA, Economics
Walgreens October 2008 - Present
Ameriprise Financial, Inc. September 2005 - August 2008
Education
Appalachian State University 2001 — 2005
BSBA, Economics
Donald Froude Donald Froude's Ameriprise Financial, Inc. Experience September 2008 - Present
Job President, The Personal Advisors Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. September 2008 - Present
Legg Mason, September 2006 - September 2008
Columbia Management April 2004 - September 2006
Quick and Reilly May 2000 - April 2004
Alex Brown April 1997 - March 2000
Alex Brown April 1990 - April 1997
Prudential Bache Securites 1980 - 1989
Skills
Series 7, FINRA, Securities, Financial Planning, Investments, Asset Management, Retirement Planning, Mutual Funds, Asset Allocation, Equities, Wealth Management, Portfolio Management, 401k, Trading, Insurance, Estate Planning, Fixed Income, Compliance, Risk Management, Asset, Investment Advisory, Asset Managment, Leadership, Strategic Financial..., Financial Services, Investment Strategies, Series 63, Financial Advisory, Relationship Management, Credit, IRAs, Investment Management, Long-term Care, Wealth, Bonds, Financial Analysis, Alternative Investments, Finance, Strategic Planning, Banking, Series 24, Series 6, Fixed Annuities, Public Speaking, Financial Risk, ETFs, Uniform Combined State..., Financial Markets, Life Insurance, Retirement
Education
College of the Holy Cross 1974 — 1978
BS, Sociology
Mater Dei High School 1970 — 1974
HS, College Prep
Ameriprise Financial, Inc. September 2008 - Present
Legg Mason, September 2006 - September 2008
Columbia Management April 2004 - September 2006
Quick and Reilly May 2000 - April 2004
Alex Brown April 1997 - March 2000
Alex Brown April 1990 - April 1997
Prudential Bache Securites 1980 - 1989
Skills
Series 7, FINRA, Securities, Financial Planning, Investments, Asset Management, Retirement Planning, Mutual Funds, Asset Allocation, Equities, Wealth Management, Portfolio Management, 401k, Trading, Insurance, Estate Planning, Fixed Income, Compliance, Risk Management, Asset, Investment Advisory, Asset Managment, Leadership, Strategic Financial..., Financial Services, Investment Strategies, Series 63, Financial Advisory, Relationship Management, Credit, IRAs, Investment Management, Long-term Care, Wealth, Bonds, Financial Analysis, Alternative Investments, Finance, Strategic Planning, Banking, Series 24, Series 6, Fixed Annuities, Public Speaking, Financial Risk, ETFs, Uniform Combined State..., Financial Markets, Life Insurance, Retirement
Education
College of the Holy Cross 1974 — 1978
BS, Sociology
Mater Dei High School 1970 — 1974
HS, College Prep
Richard Switzer, CRPC® Richard Switzer, CRPC®'s Ameriprise Financial, Inc. Experience April 1998 - Present
Job Financial Advisor at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. April 1998 - Present
Education
Truman State University 1971 — 1975
BSE, General Agriculture
Ameriprise Financial, Inc. April 1998 - Present
Education
Truman State University 1971 — 1975
BSE, General Agriculture
Mark Honerbrink Mark Honerbrink's Ameriprise Financial, Inc. Experience April 2001 - October 2010
Job Experienced technology auditor
Industry Information Technology and Services
Experience
Wells Fargo May 2011 - Present
Ameriprise Financial, Inc April 2001 - October 2010
Jefferson Wells June 1998 - April 2001
AgriBank, FCB December 1992 - June 1998
Deloitte & Touche September 1989 - December 1992
Education
Minneapolis Community and Technical College 2011 — 2011
Certificate, Web Application Development
Hennepin Technical College 2006 — 2006
Certificate, UNIX Administration
Metropolitan State University 1977 — 1979
BA, Accounting
Wells Fargo May 2011 - Present
Ameriprise Financial, Inc April 2001 - October 2010
Jefferson Wells June 1998 - April 2001
AgriBank, FCB December 1992 - June 1998
Deloitte & Touche September 1989 - December 1992
Education
Minneapolis Community and Technical College 2011 — 2011
Certificate, Web Application Development
Hennepin Technical College 2006 — 2006
Certificate, UNIX Administration
Metropolitan State University 1977 — 1979
BA, Accounting
Jacqulyn Landon, MBA's Ameriprise Financial, Inc. Experience January 1993 - January 1996
Job Fiduciary Intern at ConservaTrust Fiduciary Services, Inc.
Industry Accounting
Experience
ConservaTrust Fiduciary Services, Inc. September 2015 - Present
Jacqulyn Landon, MBA May 2015 - Present
One Eighty Business Solutions May 2007 - May 2015
Exel August 2004 - November 2005
Bacou-Dalloz August 2002 - January 2004
Surgi Cal, Inc. January 1998 - August 2002
Mountain Appliance Repair July 1988 - July 1998
Ameriprise Financial, Inc. January 1993 - January 1996
Crawford, Ducote, Bender and Birk 1979 - 1980
Brout and Company 1978 - 1979
Skills
Fiduciary Services, Process Improvement, Project Management, Leadership, Management, Accounting, Team Building, Strategic Planning, Customer Service, Business Development, Financial Analysis, Budgets, Auditing, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Outlook, Financial Planning, Forecasting, Inventory Management, Business Process..., Financial Modeling, Operations Management, Six Sigma, Access, Strategic Financial..., Cross-functional Team..., Data Analysis, SAP
Education
California State University-Fullerton 2015 — 2016
Fiduciary Sciences
California State University-San Bernardino 1999 — 2005
MBA, Operations Management
California State University-Long Beach 1977 — 1986
BA/Spanish - Minor/Accounting, Spanish/Portuguese/Business Admin
University of California, Riverside
Professional Fiduciary Certification
ConservaTrust Fiduciary Services, Inc. September 2015 - Present
Jacqulyn Landon, MBA May 2015 - Present
One Eighty Business Solutions May 2007 - May 2015
Exel August 2004 - November 2005
Bacou-Dalloz August 2002 - January 2004
Surgi Cal, Inc. January 1998 - August 2002
Mountain Appliance Repair July 1988 - July 1998
Ameriprise Financial, Inc. January 1993 - January 1996
Crawford, Ducote, Bender and Birk 1979 - 1980
Brout and Company 1978 - 1979
Skills
Fiduciary Services, Process Improvement, Project Management, Leadership, Management, Accounting, Team Building, Strategic Planning, Customer Service, Business Development, Financial Analysis, Budgets, Auditing, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Outlook, Financial Planning, Forecasting, Inventory Management, Business Process..., Financial Modeling, Operations Management, Six Sigma, Access, Strategic Financial..., Cross-functional Team..., Data Analysis, SAP
Education
California State University-Fullerton 2015 — 2016
Fiduciary Sciences
California State University-San Bernardino 1999 — 2005
MBA, Operations Management
California State University-Long Beach 1977 — 1986
BA/Spanish - Minor/Accounting, Spanish/Portuguese/Business Admin
University of California, Riverside
Professional Fiduciary Certification
Duncan Shannon's Ameriprise Financial, Inc. Experience July 2007 - September 2009
Job Senior PreSales Systems Engineer at EMC
Industry Information Technology and Services
Experience
EMC January 2013 - Present
MoneyGram International January 2012 - December 2012
Ameriprise Financial Services, Inc. September 2009 - January 2012
Long Lake Volunteer Fire Department September 2009 - July 2011
Ameriprise Financial, Inc. July 2007 - September 2009
Ameriprise Financial September 2006 - July 2007
Techfluent October 2005 - September 2006
Premier Technologies, Inc November 2001 - October 2005
Open Ratings 2000 - 2001
Members Connect (eGrad) 1999 - 2000
Skills
Strategic Planning, Team Building, Project Delivery, PowerVM, Wintel, VMware, Process Improvement, AIX, Architecture, Enterprise Architecture, Data Center, Reference Architecture, Integration, Vendor Management, Storage, Virtualization, Project Management, Cloud Computing, SDLC, High Availability, Program Management, VMware Infrastructure, Enterprise Software, Solution Architecture, SOA, ITIL, SAN, Technical Architecture, Governance, Infrastructure, Leadership, Unix, IT Strategy, Disaster Recovery, Business Intelligence, IT Service Management, Business Continuity, Management, Servers, Pre-sales, Consulting, Requirements Analysis
Education
St. John's University 1995 — 1999
Bacherlors, Computer Science
College International de Cannes 1996 — 1996
French Language, Literature and History
Northfield High School 1991 — 1995
Continuing Technical Education
Various Technical
Other Continuing Education
Volunteer and Community
EMC January 2013 - Present
MoneyGram International January 2012 - December 2012
Ameriprise Financial Services, Inc. September 2009 - January 2012
Long Lake Volunteer Fire Department September 2009 - July 2011
Ameriprise Financial, Inc. July 2007 - September 2009
Ameriprise Financial September 2006 - July 2007
Techfluent October 2005 - September 2006
Premier Technologies, Inc November 2001 - October 2005
Open Ratings 2000 - 2001
Members Connect (eGrad) 1999 - 2000
Skills
Strategic Planning, Team Building, Project Delivery, PowerVM, Wintel, VMware, Process Improvement, AIX, Architecture, Enterprise Architecture, Data Center, Reference Architecture, Integration, Vendor Management, Storage, Virtualization, Project Management, Cloud Computing, SDLC, High Availability, Program Management, VMware Infrastructure, Enterprise Software, Solution Architecture, SOA, ITIL, SAN, Technical Architecture, Governance, Infrastructure, Leadership, Unix, IT Strategy, Disaster Recovery, Business Intelligence, IT Service Management, Business Continuity, Management, Servers, Pre-sales, Consulting, Requirements Analysis
Education
St. John's University 1995 — 1999
Bacherlors, Computer Science
College International de Cannes 1996 — 1996
French Language, Literature and History
Northfield High School 1991 — 1995
Continuing Technical Education
Various Technical
Other Continuing Education
Volunteer and Community
Greg Link Greg Link's Ameriprise Financial, Inc. Experience May 2004 - June 2007
Job Manager Consulting at Cognizant Technology Solutions
Industry Management Consulting
Experience
Cognizant Technology Solutions September 2009 - Present
Pepperweed Consulting January 2008 - October 2009
TurnKey-Technology, LLC 2007 - 2008
Ameriprise Financial, Inc May 2004 - June 2007
American Express Financial Advisors 2003 - 2007
Ameriprise Financial Advisors 2003 - 2007
Education
Indiana State University 1978 — 1980
Sinclair Community College 1976 — 1978
A.S., Business Administration
Cognizant Technology Solutions September 2009 - Present
Pepperweed Consulting January 2008 - October 2009
TurnKey-Technology, LLC 2007 - 2008
Ameriprise Financial, Inc May 2004 - June 2007
American Express Financial Advisors 2003 - 2007
Ameriprise Financial Advisors 2003 - 2007
Education
Indiana State University 1978 — 1980
Sinclair Community College 1976 — 1978
A.S., Business Administration
Aga Linnell Aga Linnell's Ameriprise Financial, Inc. Experience July 2006 - February 2011
Job VP Treasury at BlackRock
Industry Financial Services
Experience
BlackRock February 2011 - Present
Ameriprise Financial, Inc. July 2006 - February 2011
Fair Isaac Corporation November 2004 - June 2006
G&K Services September 2003 - November 2004
UnitedHealth Group February 2000 - September 2003
Skills
Cash Management, Business Development, Treasury Management, Financial Modeling, Fixed Income, Marketing, Financial Analysis, Treasury, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Financial Services, Securities, Risk Management
Education
University of Minnesota-Twin Cities 1995 — 1999
BA
BlackRock February 2011 - Present
Ameriprise Financial, Inc. July 2006 - February 2011
Fair Isaac Corporation November 2004 - June 2006
G&K Services September 2003 - November 2004
UnitedHealth Group February 2000 - September 2003
Skills
Cash Management, Business Development, Treasury Management, Financial Modeling, Fixed Income, Marketing, Financial Analysis, Treasury, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Financial Services, Securities, Risk Management
Education
University of Minnesota-Twin Cities 1995 — 1999
BA
Chad LeBaron Chad LeBaron's Ameriprise Financial, Inc. Experience January 2012 - March 2015
Job Senior Tax Accountant at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group March 2015 - Present
Ameriprise Financial, Inc. January 2012 - March 2015
Skills
Corporate Tax, PeopleSoft, Tax Preparation, General Ledger, Tax, Tax Accounting, Tax Returns
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Bachelor of Science (B.S.), Accounting
Normandale Community College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts, with emphasis in Accounting
UnitedHealth Group March 2015 - Present
Ameriprise Financial, Inc. January 2012 - March 2015
Skills
Corporate Tax, PeopleSoft, Tax Preparation, General Ledger, Tax, Tax Accounting, Tax Returns
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Bachelor of Science (B.S.), Accounting
Normandale Community College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts, with emphasis in Accounting
Geoff LaRoche Geoff LaRoche's Ameriprise Financial, Inc. Experience 2009 - January 2013
Job Financial Advisor at PREISZ Financial
Industry Financial Services
Experience
PREISZ Financial January 2013 - Present
LPL Financial 2013 - Present
Ameriprise Financial Inc. 2009 - January 2013
Smith Barney 2003 - 2009
STEP Technology 1999 - 2002
Merant 1996 - 1999
Intersolv 1992 - 1995
American Power Conversion 1990 - 1991
Skills
Retirement Planning, Wealth Management, Investments, Insurance, Portfolio Management, Financial Analysis, Investment Advisory, 401k Rollovers, Strategic Financial..., Product Marketing, Product Management, Business Development, Engineering Management, Public Speaking, Finance
Education
Lafayette College
Bachelor of Arts Engineering (AB Eng), Engineering
Portland State University
MBA
PREISZ Financial January 2013 - Present
LPL Financial 2013 - Present
Ameriprise Financial Inc. 2009 - January 2013
Smith Barney 2003 - 2009
STEP Technology 1999 - 2002
Merant 1996 - 1999
Intersolv 1992 - 1995
American Power Conversion 1990 - 1991
Skills
Retirement Planning, Wealth Management, Investments, Insurance, Portfolio Management, Financial Analysis, Investment Advisory, 401k Rollovers, Strategic Financial..., Product Marketing, Product Management, Business Development, Engineering Management, Public Speaking, Finance
Education
Lafayette College
Bachelor of Arts Engineering (AB Eng), Engineering
Portland State University
MBA
Jean Marple Jean Marple's Ameriprise Financial, Inc. Experience 2006 - 2009
Job Marketing Project Manager
Industry Marketing and Advertising
Experience
Capella University May 2015 - Present
Capella University September 2014 - December 2014
Capella University February 2014 - May 2014
Capella University December 2011 - April 2013
Minnesota's Own Calendars 2009 - 2011
Ameriprise Financial, Inc. 2006 - 2009
MotivAction (Business/Customer Loyalty) 2002 - 2006
Wells Fargo Home Mortgage Landscape Structures, Inc. 2001 - 2002
Next Generation Network (New Media) 1999 - 2001
Alliant Techsystems/Honeywell Inc. 1990 - 1999
Skills
Art Direction, Advertising, Email Marketing, Adobe Creative Suite, Creative Direction, Web Design, Brochures, Typography, Layout, SEO, Social Media, Pre-press, Direct Mail, Integrated Marketing, Digital Marketing, Graphics, Interaction Design, Brand Development, Graphic Design, Information Architecture, Project Management, Budgets, Interactive Marketing, Direct Marketing, Corporate Branding, User Experience, Leadership, Management, Marketing Communications, Online Marketing, Digital Strategy, Creative Strategy, Social Media Marketing, Online Advertising, Marketing, Marketing Strategy
Education
Brainco (Minneapolis School of Advertising)
Certificates, Interactive Project Management; Information Architecture and UX Design
Hennepin Technical College
Web Site and Advertising Design
University of Minnesota-Twin Cities
BA, Journalism–Strategic Communications (Advertising and Public Relations)
North Dakota State College of Science
AS, Business Management
Capella University May 2015 - Present
Capella University September 2014 - December 2014
Capella University February 2014 - May 2014
Capella University December 2011 - April 2013
Minnesota's Own Calendars 2009 - 2011
Ameriprise Financial, Inc. 2006 - 2009
MotivAction (Business/Customer Loyalty) 2002 - 2006
Wells Fargo Home Mortgage Landscape Structures, Inc. 2001 - 2002
Next Generation Network (New Media) 1999 - 2001
Alliant Techsystems/Honeywell Inc. 1990 - 1999
Skills
Art Direction, Advertising, Email Marketing, Adobe Creative Suite, Creative Direction, Web Design, Brochures, Typography, Layout, SEO, Social Media, Pre-press, Direct Mail, Integrated Marketing, Digital Marketing, Graphics, Interaction Design, Brand Development, Graphic Design, Information Architecture, Project Management, Budgets, Interactive Marketing, Direct Marketing, Corporate Branding, User Experience, Leadership, Management, Marketing Communications, Online Marketing, Digital Strategy, Creative Strategy, Social Media Marketing, Online Advertising, Marketing, Marketing Strategy
Education
Brainco (Minneapolis School of Advertising)
Certificates, Interactive Project Management; Information Architecture and UX Design
Hennepin Technical College
Web Site and Advertising Design
University of Minnesota-Twin Cities
BA, Journalism–Strategic Communications (Advertising and Public Relations)
North Dakota State College of Science
AS, Business Management
Dave Astry Dave Astry's Ameriprise Financial, Inc. Experience August 2008 - November 2010
Job Financial Planner at Bush Investment Group, Raymond James Financial Services
Industry Financial Services
Experience
Bush Investment Group, Raymond James Financial Services January 2013 - Present
Comprehensive Wealth Solutions, Raymond James Financial Services November 2010 - December 2012
Ameriprise Financial, Inc August 2008 - November 2010
Skills
Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Investment Strategies, Portfolio Management, Series 7, Fixed Annuities, Finance, Financial Planning, Insurance, Investment Advisory, Asset Allocation, Wealth Management, Retirement, Alternative Investments, Annuities, Life Insurance, Financial Planners, Long-term Care, Securities
Education
Allegheny College 2004 — 2008
Bachelor of Arts, Economics
Bush Investment Group, Raymond James Financial Services January 2013 - Present
Comprehensive Wealth Solutions, Raymond James Financial Services November 2010 - December 2012
Ameriprise Financial, Inc August 2008 - November 2010
Skills
Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Investment Strategies, Portfolio Management, Series 7, Fixed Annuities, Finance, Financial Planning, Insurance, Investment Advisory, Asset Allocation, Wealth Management, Retirement, Alternative Investments, Annuities, Life Insurance, Financial Planners, Long-term Care, Securities
Education
Allegheny College 2004 — 2008
Bachelor of Arts, Economics
Carolyn (Beck) Eckart Carolyn (Beck) Eckart's Ameriprise Financial, Inc. Experience June 2006 - October 2006
Job Counsel, Intellectual Property at St. Jude Medical
Industry Medical Devices
Experience
St. Jude Medical, Inc. May 2012 - Present
Kinney & Lange, P.A. January 2008 - May 2012
Beck & Tysver, LLC September 2007 - December 2007
Bacoustics, LLC March 2007 - December 2007
Hennepin County District Court January 2007 - May 2007
Ameriprise Financial, Inc June 2006 - October 2006
Skills
Intellectual Property, Patents, Patentability, Patent Litigation, Patent Prosecution, Licensing, Copyright Law, Prosecution, Legal Research, Client Counseling, Legal Writing, Litigation, Due Diligence, Legal Opinions, Trade Secrets, Patent Applications, Trademarks, Medical Devices
Education
University of St. Thomas School of Law 2004 — 2007
J.D, Law
Lawrence University 2000 — 2004
BA, Neuroscience, Psychology, Philosophy
St. Jude Medical, Inc. May 2012 - Present
Kinney & Lange, P.A. January 2008 - May 2012
Beck & Tysver, LLC September 2007 - December 2007
Bacoustics, LLC March 2007 - December 2007
Hennepin County District Court January 2007 - May 2007
Ameriprise Financial, Inc June 2006 - October 2006
Skills
Intellectual Property, Patents, Patentability, Patent Litigation, Patent Prosecution, Licensing, Copyright Law, Prosecution, Legal Research, Client Counseling, Legal Writing, Litigation, Due Diligence, Legal Opinions, Trade Secrets, Patent Applications, Trademarks, Medical Devices
Education
University of St. Thomas School of Law 2004 — 2007
J.D, Law
Lawrence University 2000 — 2004
BA, Neuroscience, Psychology, Philosophy
Dana Bahr-Deibert's Ameriprise Financial, Inc. Experience January 2008 - Present
Job Senior Director AAG Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial, Inc January 2008 - Present
Ameriprise Financial Advisors February 1998 - Present
Skills
People Leadership, Change Leader, Strategic, Financial..., Operations and..., Executive Director to..., Project Management, Leadership Development, Mentoring, Leadership, Change Management, Management, Human Resources, Budgets, Project Planning, Team Leadership, Training, Onboarding, Time Management, Sales, Insurance, Coaching, Recruiting, Investments, Process Improvement
Education
University of Iowa 2006 — 2007
M.A., Higher Education Administration
Iowa State University 1995 — 1996
BA, Liberal Arts - Women's Studies
Garner-Hayfield High School 1990 — 1993
Webster City
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial, Inc January 2008 - Present
Ameriprise Financial Advisors February 1998 - Present
Skills
People Leadership, Change Leader, Strategic, Financial..., Operations and..., Executive Director to..., Project Management, Leadership Development, Mentoring, Leadership, Change Management, Management, Human Resources, Budgets, Project Planning, Team Leadership, Training, Onboarding, Time Management, Sales, Insurance, Coaching, Recruiting, Investments, Process Improvement
Education
University of Iowa 2006 — 2007
M.A., Higher Education Administration
Iowa State University 1995 — 1996
BA, Liberal Arts - Women's Studies
Garner-Hayfield High School 1990 — 1993
Webster City
Jessica Govoni Jessica Govoni's Ameriprise Financial, Inc. Experience January 2009 - May 2013
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Finanial Inc June 2013 - January 2015
Ameriprise Financial, Inc January 2009 - May 2013
American Pride Home Services April 2007 - January 2009
Skills
Vendor Management, Training, Analysis, Procurement, Leadership, Call Centers, Marketing, Management, Troubleshooting, Insurance, Purchasing, Data Entry, Process Improvement, Teamwork, Accounts Payable, Business Analysis, Administrative...
Education
Metropolitan State University
B.A, Business Management
North Hennepin Community College
A.A, Liberal Arts
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Finanial Inc June 2013 - January 2015
Ameriprise Financial, Inc January 2009 - May 2013
American Pride Home Services April 2007 - January 2009
Skills
Vendor Management, Training, Analysis, Procurement, Leadership, Call Centers, Marketing, Management, Troubleshooting, Insurance, Purchasing, Data Entry, Process Improvement, Teamwork, Accounts Payable, Business Analysis, Administrative...
Education
Metropolitan State University
B.A, Business Management
North Hennepin Community College
A.A, Liberal Arts
Bill Tainter Bill Tainter's Ameriprise Financial, Inc. Experience March 2006 - June 2007
Job Program Manager Technology at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Sleep Number by Select Comfort January 2014 - February 2015
Target March 2013 - September 2013
Cargill October 2012 - March 2013
Blanks/USA June 2012 - October 2012
Garage Floor Coating of MN June 2012 - September 2012
21st Century Forex Trader, LLC July 2009 - June 2012
Cargill June 2008 - July 2009
United Healthcare July 2007 - May 2008
Ameriprise Financial, Inc. March 2006 - June 2007
United Healthcare February 2003 - March 2006
Skills
Microsoft Office Power..., DeskAway Power User, Salesforce.com..., Microsoft Visio..., MetaTrader4 Developer, Camtasia Power User, Automated Trading, EA Optimization, Visio, Microsoft Office, Project Management, Software Development, Change Management, Optimizations, SharePoint, Salesforce.com, Software Documentation, Risk Management, Leadership, Agile Methodologies, SDLC, Testing, Optimization, Management, PMO, ERP, Training, Security, Business Analysis, Data Center, Process Improvement, Project Planning
Education
Metropolitan State University 1991 — 1993
BA, Communication & Training
Northeast Metro Technical College 1988 — 1990
2yr, Computer Programming
Sleep Number by Select Comfort January 2014 - February 2015
Target March 2013 - September 2013
Cargill October 2012 - March 2013
Blanks/USA June 2012 - October 2012
Garage Floor Coating of MN June 2012 - September 2012
21st Century Forex Trader, LLC July 2009 - June 2012
Cargill June 2008 - July 2009
United Healthcare July 2007 - May 2008
Ameriprise Financial, Inc. March 2006 - June 2007
United Healthcare February 2003 - March 2006
Skills
Microsoft Office Power..., DeskAway Power User, Salesforce.com..., Microsoft Visio..., MetaTrader4 Developer, Camtasia Power User, Automated Trading, EA Optimization, Visio, Microsoft Office, Project Management, Software Development, Change Management, Optimizations, SharePoint, Salesforce.com, Software Documentation, Risk Management, Leadership, Agile Methodologies, SDLC, Testing, Optimization, Management, PMO, ERP, Training, Security, Business Analysis, Data Center, Process Improvement, Project Planning
Education
Metropolitan State University 1991 — 1993
BA, Communication & Training
Northeast Metro Technical College 1988 — 1990
2yr, Computer Programming
Jesse Maupin Jesse Maupin's Ameriprise Financial, Inc. Experience August 2011 - Present
Job Senior Audit Manager at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. August 2011 - Present
McGladrey & Pullen January 2005 - August 2011
Skills
Financial Analysis, Auditing, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, GAAP, CPA, Accounting, Financial Accounting, US GAAP, Internal Audit, SEC Filings
Education
Minot State University 1999 — 2004
BS, Accounting and Finance
Ameriprise Financial, Inc. August 2011 - Present
McGladrey & Pullen January 2005 - August 2011
Skills
Financial Analysis, Auditing, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, GAAP, CPA, Accounting, Financial Accounting, US GAAP, Internal Audit, SEC Filings
Education
Minot State University 1999 — 2004
BS, Accounting and Finance
Kathy Barnett Kathy Barnett's Ameriprise Financial, Inc. Experience August 2011 - Present
Job Manager State Government Affairs & Community Relations at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial, Inc. August 2011 - Present
Ameriprise Financial, Inc. May 1989 - Present
Decision Systems, Inc. October 1985 - September 1988
Skills
Compliance, Financial Services, Strategic Planning, Project Management, Insurance, Event Planning, Budgets, Software Documentation, Analysis, Marketing, Operations Management, Program Management, Vendor Management
Education
Brown Institute - Minneapolis, MN 1981 — 1982
Yes, Computer Programming
University of Minnesota-Twin Cities 1977 — 1979
General Courses
Ameriprise Financial, Inc. August 2011 - Present
Ameriprise Financial, Inc. May 1989 - Present
Decision Systems, Inc. October 1985 - September 1988
Skills
Compliance, Financial Services, Strategic Planning, Project Management, Insurance, Event Planning, Budgets, Software Documentation, Analysis, Marketing, Operations Management, Program Management, Vendor Management
Education
Brown Institute - Minneapolis, MN 1981 — 1982
Yes, Computer Programming
University of Minnesota-Twin Cities 1977 — 1979
General Courses
Susan E. Sheely Susan E. Sheely's Ameriprise Financial, Inc. Experience August 2011 - Present
Job Counsel Litigation at Ameriprise Financial, Inc.
Industry Law Practice
Experience
Ameriprise Financial, Inc. August 2011 - Present
Barna, Guzy & Steffen November 2002 - September 2011
Family & Children's Service - Minneapolis 2000 - 2002
Winners at Work 1996 - 2000
Education
William Mitchell College of Law 2001 — 2005
J.D., Law
University of Hawaii at Manoa 1997 — 1999
M.P.A., Public Administration
University of California, San Diego 1991 — 1995
B.A., Sociology, Political Science
University of California, San Diego 1991 — 1995
Ameriprise Financial, Inc. August 2011 - Present
Barna, Guzy & Steffen November 2002 - September 2011
Family & Children's Service - Minneapolis 2000 - 2002
Winners at Work 1996 - 2000
Education
William Mitchell College of Law 2001 — 2005
J.D., Law
University of Hawaii at Manoa 1997 — 1999
M.P.A., Public Administration
University of California, San Diego 1991 — 1995
B.A., Sociology, Political Science
University of California, San Diego 1991 — 1995
Tara Dietenberger Tara Dietenberger's Ameriprise Financial, Inc. Experience June 2009 - February 2015
Job Financial Reporting at Sherman Associates
Industry Financial Services
Experience
Sherman Associates March 2015 - Present
Ameriprise Financial, Inc. June 2009 - February 2015
Ameriprise Financial October 2007 - June 2009
Deloitte September 2005 - September 2007
Skills
Financial Reporting, External Audit, Financial Analysis, Accounting, Sarbanes-Oxley Act, Finance, Auditing, Internal Controls, Financial Accounting, SEC filings, US GAAP, Variance Analysis, Account Reconciliation, Cash Flow, General Ledger
Education
St. John's University 2001 — 2005
Sherman Associates March 2015 - Present
Ameriprise Financial, Inc. June 2009 - February 2015
Ameriprise Financial October 2007 - June 2009
Deloitte September 2005 - September 2007
Skills
Financial Reporting, External Audit, Financial Analysis, Accounting, Sarbanes-Oxley Act, Finance, Auditing, Internal Controls, Financial Accounting, SEC filings, US GAAP, Variance Analysis, Account Reconciliation, Cash Flow, General Ledger
Education
St. John's University 2001 — 2005
Scott Ruffrage Scott Ruffrage's Ameriprise Financial, Inc. Experience May 2007 - August 2009
Job Compliance Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs July 2010 - Present
Crédit Agricole Corporate and Investment Bank November 2009 - July 2010
Cerberus Capital Management August 2009 - November 2009
Ameriprise Financial, Inc May 2007 - August 2009
Utica National Insurance Group May 2006 - September 2006
Education
Ithaca College 2008 — 2009
MBA, Business Administration
Ithaca College
Bachelor of Science, Business Administration - Finance Concentration
Goldman Sachs January 2014 - Present
Goldman Sachs July 2010 - Present
Crédit Agricole Corporate and Investment Bank November 2009 - July 2010
Cerberus Capital Management August 2009 - November 2009
Ameriprise Financial, Inc May 2007 - August 2009
Utica National Insurance Group May 2006 - September 2006
Education
Ithaca College 2008 — 2009
MBA, Business Administration
Ithaca College
Bachelor of Science, Business Administration - Finance Concentration
Simone Pepper, RP® Simone Pepper, RP®'s Ameriprise Financial, Inc. Experience June 1994 - July 2009
Job Legal Services Consultant (Privacy) at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group October 2011 - Present
Medtronic July 2011 - October 2011
Allianz through Spherion, Ltd. October 2010 - December 2010
Ameriprise Financial, Inc. June 1994 - July 2009
Interim Legal Services January 1994 - July 1994
Mackall, Crounse and Moore January 1993 - June 1993
University of Minnesota January 1991 - January 1993
The Minnesota Daily January 1989 - January 1991
University of Minnesota January 1987 - January 1990
St. Paul Pioneer Press March 1989 - June 1989
Skills
Compliance, Insurance, Securities, Problem Solving, Excel, Word, Healthcare, PowerPoint, Microsoft Office, Analysis, Research, Customer Service, Process Improvement, Team Building, Access, Advertising, Writing, Product Development, Visio, Lotus Notes, Coaching, Change Management, Cross-functional Team..., Social Media, Vendor Relations, HIPAA, HITECH, Privacy Compliance, Privacy Law, Data Privacy, Privacy Policies, Microsoft Excel, Microsoft Word, SharePoint, Finance, Leadership, FINRA, Project Management
Education
Minnesota Legal Assistant Institute 1992 — 1993
Paralegal Studies, Certificate of Paralegal Studies
University of Minnesota-Twin Cities 1987 — 1992
B.A., Journalism, minor in French
Duluth Central High School 1982 — 1986
UnitedHealth Group October 2011 - Present
Medtronic July 2011 - October 2011
Allianz through Spherion, Ltd. October 2010 - December 2010
Ameriprise Financial, Inc. June 1994 - July 2009
Interim Legal Services January 1994 - July 1994
Mackall, Crounse and Moore January 1993 - June 1993
University of Minnesota January 1991 - January 1993
The Minnesota Daily January 1989 - January 1991
University of Minnesota January 1987 - January 1990
St. Paul Pioneer Press March 1989 - June 1989
Skills
Compliance, Insurance, Securities, Problem Solving, Excel, Word, Healthcare, PowerPoint, Microsoft Office, Analysis, Research, Customer Service, Process Improvement, Team Building, Access, Advertising, Writing, Product Development, Visio, Lotus Notes, Coaching, Change Management, Cross-functional Team..., Social Media, Vendor Relations, HIPAA, HITECH, Privacy Compliance, Privacy Law, Data Privacy, Privacy Policies, Microsoft Excel, Microsoft Word, SharePoint, Finance, Leadership, FINRA, Project Management
Education
Minnesota Legal Assistant Institute 1992 — 1993
Paralegal Studies, Certificate of Paralegal Studies
University of Minnesota-Twin Cities 1987 — 1992
B.A., Journalism, minor in French
Duluth Central High School 1982 — 1986
Jeremy Woodbeck Jeremy Woodbeck's Ameriprise Financial, Inc. Experience July 2007 - August 2007
Job Trade and Processing Specialist at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2015 - Present
UBS Investment Bank October 2010 - Present
Financial Industry Technical Services, Inc. (FITS) August 2009 - October 2010
KBC Bank August 2009 - October 2010
UBS Investment Bank September 2007 - February 2009
Ameriprise Financial, Inc. July 2007 - August 2007
Wells Fargo Investments LLC March 2004 - April 2007
Caledonia Specialists, LLC February 2003 - May 2003
Caledonia Specialists, LLC April 2002 - July 2002
Garden State Securities, Inc. March 2000 - April 2002
Skills
Settlements, Trading, Trading Systems, Electronic Trading, Operations, International Operations, Financial Accounting, Excel, MS Office Suite, Thomson One, NASDAQ, Market Making, Business Analysis, Business Objects, International Business, Professional Networking, Business Process..., Middle Office, Economics, Language Skills, Team Leadership, Team Oriented, Attention To Detail, Detailed Analysis, Account Reconciliation, Reconciliations, Payments, Payment Systems, System Testing, User Acceptance Testing, Quality Assurance, Financial Systems..., Implementing Processes, Derivatives, Credit Derivatives, Interest Rate..., Cash Management, Microsoft Excel, Settlement, Bonds, Securities, Swaps, Options
Education
Universita Per'Stranieri Dante Alighieri 2009 — 2009
Lingua Italiana e Cultura
University of Minnesota-Twin Cities 2004 — 2007
Niagara University 1997 — 1997
Accounting
Frankfort Schuyler Central School
Mt Zion Christian Academy
UBS Investment Bank February 2015 - Present
UBS Investment Bank October 2010 - Present
Financial Industry Technical Services, Inc. (FITS) August 2009 - October 2010
KBC Bank August 2009 - October 2010
UBS Investment Bank September 2007 - February 2009
Ameriprise Financial, Inc. July 2007 - August 2007
Wells Fargo Investments LLC March 2004 - April 2007
Caledonia Specialists, LLC February 2003 - May 2003
Caledonia Specialists, LLC April 2002 - July 2002
Garden State Securities, Inc. March 2000 - April 2002
Skills
Settlements, Trading, Trading Systems, Electronic Trading, Operations, International Operations, Financial Accounting, Excel, MS Office Suite, Thomson One, NASDAQ, Market Making, Business Analysis, Business Objects, International Business, Professional Networking, Business Process..., Middle Office, Economics, Language Skills, Team Leadership, Team Oriented, Attention To Detail, Detailed Analysis, Account Reconciliation, Reconciliations, Payments, Payment Systems, System Testing, User Acceptance Testing, Quality Assurance, Financial Systems..., Implementing Processes, Derivatives, Credit Derivatives, Interest Rate..., Cash Management, Microsoft Excel, Settlement, Bonds, Securities, Swaps, Options
Education
Universita Per'Stranieri Dante Alighieri 2009 — 2009
Lingua Italiana e Cultura
University of Minnesota-Twin Cities 2004 — 2007
Niagara University 1997 — 1997
Accounting
Frankfort Schuyler Central School
Mt Zion Christian Academy
Ryan Fish, MBA's Ameriprise Financial, Inc. Experience May 2006 - March 2009
Job Seeking Information & Cyber Security Professionals to Work with Target
Industry Information Technology and Services
Experience
Target June 2015 - Present
BIGFISH Consultants 2002 - Present
Volt Workforce Solutions 2014 - 2014
Xigent Solutions 2011 - 2012
Randstad SourceRight 2010 - 2011
Ameriprise Financial Inc. May 2006 - March 2009
Education
Cardinal Stritch University
Master of Business Administration (MBA), Business Administration and Management, General
Cardinal Stritch University
Bachelor of Science, Management
Target June 2015 - Present
BIGFISH Consultants 2002 - Present
Volt Workforce Solutions 2014 - 2014
Xigent Solutions 2011 - 2012
Randstad SourceRight 2010 - 2011
Ameriprise Financial Inc. May 2006 - March 2009
Education
Cardinal Stritch University
Master of Business Administration (MBA), Business Administration and Management, General
Cardinal Stritch University
Bachelor of Science, Management
J. Brad Hallett, ChFC's Ameriprise Financial, Inc. Experience 2010 - 2012
Job Trust Officer at First State Bank and Trust
Industry Financial Services
Experience
First State Bank and Trust 2012 - Present
Ameriprise Financial, Inc. 2010 - 2012
Ameriprise Financial Services, Inc. 2008 - 2008
US Bank 2005 - 2008
Northwestern Mutual 2001 - 2004
American Express 1995 - 2001
Mayo Clinic June 1991 - August 1991
Skills
Credit Analysis, Relationship Management, New Business Development, Account Management, Business Development, Portfolio Management, Series 7, Wealth Management, Commercial Lending, Commercial Banking, Investments, Risk Management, Loans, Banking, Credit, Asset Managment, Retirement Planning, Financial Analysis, Insurance, Business Planning, Leadership, Marketing, Finance, Financial Advisory, Business Analysis, CRM, Asset Management, Financial Modeling, Mergers & Acquisitions, Analysis, Small Business, Financial Services, Strategic Financial..., Investment Strategies, Mutual Funds, Mortgage Lending, Due Diligence, Strategy, Process Improvement, Accounting, Asset Allocation, Financial Planning
Education
The American College of Financial Services 2008 — 2012
ChFC - Chartered Financial Consultant, Insurance, income taxation, retirement planning, investments and estate planning
University of St. Thomas 1995 — 2000
M.B.A., Business Administration - Venture Management
University of St. Thomas 1990 — 1994
B.A., Biological Science, Accounting / Finance emphasis
Northwestern University - Kellogg School of Management 2001 — 2001
Graduate Education, Managing New Product Development
First State Bank and Trust 2012 - Present
Ameriprise Financial, Inc. 2010 - 2012
Ameriprise Financial Services, Inc. 2008 - 2008
US Bank 2005 - 2008
Northwestern Mutual 2001 - 2004
American Express 1995 - 2001
Mayo Clinic June 1991 - August 1991
Skills
Credit Analysis, Relationship Management, New Business Development, Account Management, Business Development, Portfolio Management, Series 7, Wealth Management, Commercial Lending, Commercial Banking, Investments, Risk Management, Loans, Banking, Credit, Asset Managment, Retirement Planning, Financial Analysis, Insurance, Business Planning, Leadership, Marketing, Finance, Financial Advisory, Business Analysis, CRM, Asset Management, Financial Modeling, Mergers & Acquisitions, Analysis, Small Business, Financial Services, Strategic Financial..., Investment Strategies, Mutual Funds, Mortgage Lending, Due Diligence, Strategy, Process Improvement, Accounting, Asset Allocation, Financial Planning
Education
The American College of Financial Services 2008 — 2012
ChFC - Chartered Financial Consultant, Insurance, income taxation, retirement planning, investments and estate planning
University of St. Thomas 1995 — 2000
M.B.A., Business Administration - Venture Management
University of St. Thomas 1990 — 1994
B.A., Biological Science, Accounting / Finance emphasis
Northwestern University - Kellogg School of Management 2001 — 2001
Graduate Education, Managing New Product Development
Lisa Leet, CISA, CRISC, ICBRR's Ameriprise Financial, Inc. Experience 2007 - Present
Job
Industry Information Technology and Services
Experience
Society of Information Risk Analysts 2014 - Present
Stamford Risk Analytics June 2013 - Present
Ameriprise Financial Inc. 2007 - Present
Skills
Information Security..., Risk Management, Risk Assessment, Financial Risk, Information Security, Enterprise Risk..., Legal and Regulatory..., Governance, Security, Information Security..., Information Security..., Sarbanes-Oxley Act, Information Technology, Security Audits, IT Audit, COBIT, ISO 27001, ITIL, Analysis, Business Process, Business Analysis, Process Improvement, Quality Assurance
Education
Stanford University 2013 — 2015
Strategic Decision and Risk Management Certificate
Northwestern College
B.S., Business Administration, summa cum laude
Society of Information Risk Analysts 2014 - Present
Stamford Risk Analytics June 2013 - Present
Ameriprise Financial Inc. 2007 - Present
Skills
Information Security..., Risk Management, Risk Assessment, Financial Risk, Information Security, Enterprise Risk..., Legal and Regulatory..., Governance, Security, Information Security..., Information Security..., Sarbanes-Oxley Act, Information Technology, Security Audits, IT Audit, COBIT, ISO 27001, ITIL, Analysis, Business Process, Business Analysis, Process Improvement, Quality Assurance
Education
Stanford University 2013 — 2015
Strategic Decision and Risk Management Certificate
Northwestern College
B.S., Business Administration, summa cum laude
Irena Radziszewski, CRPC®'s Ameriprise Financial, Inc. Experience March 2011 - February 2012
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Carol Balagur, Platinum Advisor with Ameriprise Financial January 2013 - July 2014
Ameriprise December 2011 - December 2012
Ameriprise Financial Inc. March 2011 - February 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial January 2005 - February 2010
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Leadership
Education
Baker College Business and Corporate Services 2007 — 2008
Bachelor
Davenport University-Eastern Region 2002 — 2003
Associate
Wells Fargo Advisors, LLC November 2014 - Present
Carol Balagur, Platinum Advisor with Ameriprise Financial January 2013 - July 2014
Ameriprise December 2011 - December 2012
Ameriprise Financial Inc. March 2011 - February 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial January 2005 - February 2010
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Leadership
Education
Baker College Business and Corporate Services 2007 — 2008
Bachelor
Davenport University-Eastern Region 2002 — 2003
Associate
Manuel A. Valdes's Ameriprise Financial, Inc. Experience September 2006 - September 2011
Job VP Web Engineering at Rosetta Stone
Industry E-Learning
Experience
Rosetta Stone September 2011 - Present
Ameriprise Financial Inc. September 2006 - September 2011
Jabil circuit May 2003 - September 2006
Jabil Circuit May 2000 - March 2003
Hewlett-Packard October 1995 - May 2000
Skills
Web Design, Web Development, Portraits, Content Management, Web Services, Vignette CMS, Vignette Portal, Liferay, Magento, E-commerce, Global E-commerce, Data Warehousing, Enterprise Software, Integration, Business Intelligence, Web Applications, Software Development, Program Management, Agile Methodologies, Change Management, Vendor Management, Management, Enterprise Architecture, Start-ups, Software Project..., SDLC, Strategy
Education
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 1988 — 1992
Rosetta Stone September 2011 - Present
Ameriprise Financial Inc. September 2006 - September 2011
Jabil circuit May 2003 - September 2006
Jabil Circuit May 2000 - March 2003
Hewlett-Packard October 1995 - May 2000
Skills
Web Design, Web Development, Portraits, Content Management, Web Services, Vignette CMS, Vignette Portal, Liferay, Magento, E-commerce, Global E-commerce, Data Warehousing, Enterprise Software, Integration, Business Intelligence, Web Applications, Software Development, Program Management, Agile Methodologies, Change Management, Vendor Management, Management, Enterprise Architecture, Start-ups, Software Project..., SDLC, Strategy
Education
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 1988 — 1992
Donald Masseur, CFP®, CFS®, CRPC®'s Ameriprise Financial, Inc. Experience May 1995 - Present
Job Financial Advisor at Ameriprise Financial, Inc. and Owner, Bucknam, Masseur and Associates
Industry Financial Services
Experience
Ameriprise Financial, Inc. May 1995 - Present
Bucknam, Masseur and Associates 1995 - Present
Education
University of Rhode Island
B.S., Finance
Ameriprise Financial, Inc. May 1995 - Present
Bucknam, Masseur and Associates 1995 - Present
Education
University of Rhode Island
B.S., Finance
David H. Weiser's Ameriprise Financial, Inc. Experience June 2005 - Present
Job Senior Vice President & Assistant General Counsel at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. June 2005 - Present
Depatrtment 56, Inc. 1993 - 2005
Education
New York University 1979 — 1986
Ameriprise Financial, Inc. June 2005 - Present
Depatrtment 56, Inc. 1993 - 2005
Education
New York University 1979 — 1986
Edward Eubank's Ameriprise Financial, Inc. Experience August 2010 - December 2010
Job Branch Operations Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. July 2013 - May 2014
Raymond James Financial Inc. December 2010 - July 2013
Ameriprise Financial, Inc. August 2010 - December 2010
Ameriprise Advisor Services, Inc. April 2000 - January 2010
H & R Block Financial Advisors, Inc. April 2000 - May 2004
Skills
Options, Alternative Investments, Asset Allocation, Investment Advisory, Management, Training, Series 7, Securities, Mutual Funds, Series 63, Investments, Currency, Sales, Wealth Management, Equities, FINRA Series 7, 65, 24,...
Education
Lawrence Technological University 1994 — 2000
Business/Accounting
Regulatory
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. July 2013 - May 2014
Raymond James Financial Inc. December 2010 - July 2013
Ameriprise Financial, Inc. August 2010 - December 2010
Ameriprise Advisor Services, Inc. April 2000 - January 2010
H & R Block Financial Advisors, Inc. April 2000 - May 2004
Skills
Options, Alternative Investments, Asset Allocation, Investment Advisory, Management, Training, Series 7, Securities, Mutual Funds, Series 63, Investments, Currency, Sales, Wealth Management, Equities, FINRA Series 7, 65, 24,...
Education
Lawrence Technological University 1994 — 2000
Business/Accounting
Regulatory
Richard Anderson MBA,ChFC's Ameriprise Financial, Inc. Experience May 1992 - Present
Job Financial Advisor, Ameriprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial Inc. May 1992 - Present
Education
Minnesota State University, Moorhead 1980 — 1984
University of Houston 1974 — 1976
BA, Finance
University of Minnesota-Morris 1973 — 1975
BA, Finance
Detroit Lakes High School 1970 — 1973
graduate, general
Ameriprise Financial Inc. May 1992 - Present
Education
Minnesota State University, Moorhead 1980 — 1984
University of Houston 1974 — 1976
BA, Finance
University of Minnesota-Morris 1973 — 1975
BA, Finance
Detroit Lakes High School 1970 — 1973
graduate, general
Todd Petrocella's Ameriprise Financial, Inc. Experience October 2009 - July 2012
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial, Inc. October 2009 - July 2012
Ameriprise Advisor Services, Inc. June 2009 - October 2009
H&R Block Financial Advisors / Ameriprise Advisor Services, Inc. October 2006 - June 2009
H&R Block Financial Advisors October 2001 - September 2006
H&R Block Financial Advisors January 2000 - September 2001
Skills
Compliance, Financial Advisory, Series 7, Series 24, Series 63, Customer Relations, Risk Management, Customer Service, Finance, Financial Services, Investments, Bonds, Stocks, Equities, Fixed Income, Mutual Funds, Securities, Trading, Investment Advisory, FINRA, Insurance, Retirement Planning
Education
Michigan State University College of Law 1996 — 1998
Michigan State University 1991 — 1996
Bachelor of Arts, Political Science Pre Law
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial, Inc. October 2009 - July 2012
Ameriprise Advisor Services, Inc. June 2009 - October 2009
H&R Block Financial Advisors / Ameriprise Advisor Services, Inc. October 2006 - June 2009
H&R Block Financial Advisors October 2001 - September 2006
H&R Block Financial Advisors January 2000 - September 2001
Skills
Compliance, Financial Advisory, Series 7, Series 24, Series 63, Customer Relations, Risk Management, Customer Service, Finance, Financial Services, Investments, Bonds, Stocks, Equities, Fixed Income, Mutual Funds, Securities, Trading, Investment Advisory, FINRA, Insurance, Retirement Planning
Education
Michigan State University College of Law 1996 — 1998
Michigan State University 1991 — 1996
Bachelor of Arts, Political Science Pre Law
Marty Larson's Ameriprise Financial, Inc. Experience May 2006 - Present
Job ManagerFinance at Ameriprise Financial, Inc
Industry Financial Services
Experience
Ameriprise Financial, Inc May 2006 - Present
GMAC LLC 2004 - 2006
Education
University of Minnesota - Carlson School of Management 1982 — 1986
MBA, Finance
Augsburg College 1976 — 1980
BA, Accounting, Finance
Ameriprise Financial, Inc May 2006 - Present
GMAC LLC 2004 - 2006
Education
University of Minnesota - Carlson School of Management 1982 — 1986
MBA, Finance
Augsburg College 1976 — 1980
BA, Accounting, Finance
Dave Decklever's Ameriprise Financial, Inc. Experience GCO ManagerAmeriprise Financial Advisors2001 - Present
Job GCO Manager at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. GCO ManagerAmeriprise Financial Advisors2001 - Present
Compuware Corporation 1988 - 1997
Skills
Retirement Planning
Education
St. Cloud State University 1979 — 1982
Ameriprise Financial, Inc. GCO ManagerAmeriprise Financial Advisors2001 - Present
Compuware Corporation 1988 - 1997
Skills
Retirement Planning
Education
St. Cloud State University 1979 — 1982
Debbie Strohmeier's Ameriprise Financial, Inc. Experience November 1999 - August 2007
Job Accounting Professional
Industry Accounting
Experience
Robert Half Management Resources February 2009 - Present
Ameriprise Financial, Inc. November 1999 - August 2007
Ameriprise Financial, Inc. October 1995 - November 1999
Ameriprise Financial, Inc. July 1994 - October 1995
Ameriprise Financial, Inc. September 1987 - July 1994
Ameriprise Financial, Inc. August 1985 - September 1987
Skills
Mutual Funds, Finance, Accounting, Financial Statements, Variable Annuities, Financial Reporting, Sarbanes-Oxley Act, Process Improvement
Education
University of Minnesota-Twin Cities 1984 — 1985
General Studies
University of Wisconsin-Stout 1982 — 1984
General Studies
Robert Half Management Resources February 2009 - Present
Ameriprise Financial, Inc. November 1999 - August 2007
Ameriprise Financial, Inc. October 1995 - November 1999
Ameriprise Financial, Inc. July 1994 - October 1995
Ameriprise Financial, Inc. September 1987 - July 1994
Ameriprise Financial, Inc. August 1985 - September 1987
Skills
Mutual Funds, Finance, Accounting, Financial Statements, Variable Annuities, Financial Reporting, Sarbanes-Oxley Act, Process Improvement
Education
University of Minnesota-Twin Cities 1984 — 1985
General Studies
University of Wisconsin-Stout 1982 — 1984
General Studies
Julie Haugstad's Ameriprise Financial, Inc. Experience June 2013 - Present
Job Principal Accountant, Investment AccountingOwned Assets at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. June 2013 - Present
Ameriprise Financial December 2010 - June 2013
Robert Half Management Resources October 2010 - December 2010
GMAC ResCap March 2009 - April 2010
GMAC ResCap December 2007 - March 2009
GMAC ResCap April 2003 - March 2009
US Bank 1997 - 2000
US Bank 1997 - 2000
Metropolitan Financial Corp. 1991 - 1995
Investors Savings Bank, fsb 1987 - 1991
Skills
Financial Analysis, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Essbase, Accounting, Process Improvement, Hyperion Enterprise, Variance Analysis, Strategic Financial..., Consolidation, General Ledger, Finance, Management
Education
University of Minnesota - Carlson School of Management 1995 — 1996
MBA, Finance, Strategic Management
University of Minnesota-Twin Cities 1983 — 1987
Master of Business Administration (MBA)
Ameriprise Financial, Inc. June 2013 - Present
Ameriprise Financial December 2010 - June 2013
Robert Half Management Resources October 2010 - December 2010
GMAC ResCap March 2009 - April 2010
GMAC ResCap December 2007 - March 2009
GMAC ResCap April 2003 - March 2009
US Bank 1997 - 2000
US Bank 1997 - 2000
Metropolitan Financial Corp. 1991 - 1995
Investors Savings Bank, fsb 1987 - 1991
Skills
Financial Analysis, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Essbase, Accounting, Process Improvement, Hyperion Enterprise, Variance Analysis, Strategic Financial..., Consolidation, General Ledger, Finance, Management
Education
University of Minnesota - Carlson School of Management 1995 — 1996
MBA, Finance, Strategic Management
University of Minnesota-Twin Cities 1983 — 1987
Master of Business Administration (MBA)
Nikki Krakow's Ameriprise Financial, Inc. Experience March 2007 - Present
Job Business Unit Controller at Ameriprise Financial Inc
Industry Financial Services
Experience
Ameriprise Financial Inc March 2007 - Present
Allianz Life August 1998 - January 2006
Allianz Life 2002 - 2006
KPMG LLP 1994 - 1998
Skills
Accounting, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Services, General Ledger, Insurance, Internal Controls, Process Improvement, SEC filings, Sarbanes-Oxley Act, US GAAP, SEC Filings
Education
Creighton 1990 — 1994
BS, Accounting
Ameriprise Financial Inc March 2007 - Present
Allianz Life August 1998 - January 2006
Allianz Life 2002 - 2006
KPMG LLP 1994 - 1998
Skills
Accounting, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Services, General Ledger, Insurance, Internal Controls, Process Improvement, SEC filings, Sarbanes-Oxley Act, US GAAP, SEC Filings
Education
Creighton 1990 — 1994
BS, Accounting
Joseph Kosmalski's Ameriprise Financial, Inc. Experience October 2007 - February 2013
Job Counsel at Ameriprise Financial, Inc.
Industry Law Practice
Experience
Ameriprise Financial February 2013 - Present
Ameriprise Financial, Inc. October 2007 - February 2013
Skills
Estate Planning, Strategic Financial..., Tax, Employee Benefits, Financial Services, Income Tax, Legal Research, Fixed Annuities, Tax-planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Estate & Gift Taxation, Tax Law, Charitable Trusts, Payroll Taxes, Trusts, Net Investment Income..., Financial Planning
Education
NYU School of Law 2009 — 2013
Master of Laws (LLM), Tax Law/Taxation
University of Minnesota Law School 2004 — 2007
Juris Doctor
University of Wisconsin-Stevens Point 1999 — 2003
Bachelor of Arts, Psychology
Ameriprise Financial February 2013 - Present
Ameriprise Financial, Inc. October 2007 - February 2013
Skills
Estate Planning, Strategic Financial..., Tax, Employee Benefits, Financial Services, Income Tax, Legal Research, Fixed Annuities, Tax-planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Estate & Gift Taxation, Tax Law, Charitable Trusts, Payroll Taxes, Trusts, Net Investment Income..., Financial Planning
Education
NYU School of Law 2009 — 2013
Master of Laws (LLM), Tax Law/Taxation
University of Minnesota Law School 2004 — 2007
Juris Doctor
University of Wisconsin-Stevens Point 1999 — 2003
Bachelor of Arts, Psychology
Heather (Reinertsen) Somers's Ameriprise Financial, Inc. Experience August 2004 - February 2009
Job VP and Associate General Counsel at Sleep Number
Industry Retail
Experience
Select Comfort August 2009 - Present
Edelweiss Baby, Inc. 2007 - Present
Ameriprise Financial, Inc. August 2004 - February 2009
CNA Insurance September 1995 - March 2004
Skills
Corporate Law, Process Improvement, New Business Development, Contract Negotiation, Litigation, Mergers, Insurance, Negotiation, Litigation Management, Risk Management, Strategic Planning, Intellectual Property, Management, Contract Management, Mergers & Acquisitions, Project Management, Product Development, Employment Law, Licensing, Trusted Business Advisor, Leadership, Financial Services, Team Building, Legal Research, Commercial Litigation, Corporate Governance
Education
Ohio Northern University—Claude W. Pettit College of Law 1991 — 1993
JD, Law
University of Rochester 1987 — 1991
BA, Political Science
Ridgefield High School 1984 — 1987
Select Comfort August 2009 - Present
Edelweiss Baby, Inc. 2007 - Present
Ameriprise Financial, Inc. August 2004 - February 2009
CNA Insurance September 1995 - March 2004
Skills
Corporate Law, Process Improvement, New Business Development, Contract Negotiation, Litigation, Mergers, Insurance, Negotiation, Litigation Management, Risk Management, Strategic Planning, Intellectual Property, Management, Contract Management, Mergers & Acquisitions, Project Management, Product Development, Employment Law, Licensing, Trusted Business Advisor, Leadership, Financial Services, Team Building, Legal Research, Commercial Litigation, Corporate Governance
Education
Ohio Northern University—Claude W. Pettit College of Law 1991 — 1993
JD, Law
University of Rochester 1987 — 1991
BA, Political Science
Ridgefield High School 1984 — 1987
Nicole James Gilchrist's Ameriprise Financial, Inc. Experience August 2014 - March 2015
Job Senior Counsel at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 2015 - Present
Ameriprise Financial, Inc. August 2014 - March 2015
Ameriprise Financial, Inc. July 2009 - August 2014
Ameriprise Financial, Inc. February 2007 - July 2009
Ameriprise Financial, Inc. March 2004 - February 2007
Skills
Securities Regulation, Investment Advisory..., Wrap Accounts, Broker-Dealer, Investment Advisers Act, Securities Exchange Act...
Education
William Mitchell College of Law 2000 — 2003
JD
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Political Science, Communications
Thrivent Financial March 2015 - Present
Ameriprise Financial, Inc. August 2014 - March 2015
Ameriprise Financial, Inc. July 2009 - August 2014
Ameriprise Financial, Inc. February 2007 - July 2009
Ameriprise Financial, Inc. March 2004 - February 2007
Skills
Securities Regulation, Investment Advisory..., Wrap Accounts, Broker-Dealer, Investment Advisers Act, Securities Exchange Act...
Education
William Mitchell College of Law 2000 — 2003
JD
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Political Science, Communications
Richard Pitt's Ameriprise Financial, Inc. Experience January 2001 - Present
Job Ameriprise Financial; Inc.
Industry Financial Services
Experience
Ameriprise Financial; Inc. January 2001 - Present
Education
Auckland University of Technology 1979 — 1982
Fine Arts / Photography
Ameriprise Financial; Inc. January 2001 - Present
Education
Auckland University of Technology 1979 — 1982
Fine Arts / Photography
Irene Moriarty's Ameriprise Financial, Inc. Experience October 2005 - April 2007
Job Owner, Moriarty Consulting, Inc
Industry Information Technology and Services
Experience
Moriarty Consulting, Inc May 2007 - Present
Ameriprise Financial, Inc. October 2005 - April 2007
American Express Financial Advisors January 2001 - April 2007
American Express Financial Advisors December 1999 - December 2000
American Express Financial Advisors November 1997 - November 1999
American Express Financial Advisors October 1996 - November 1997
Financial Designs, Inc. January 1994 - November 1994
Waddell & Reed Financial Services September 1988 - July 1992
St. Elizabeth Ann Seton Catholic Church 1984 - 1988
Skills
Leadership, Process Improvement, SDLC, Financial Services, Business Process, Outsourcing, Governance, Project Management, MS Project, PMO, Consulting, Vendor Management
Education
College for Financial Planning 1995 — 1998
CFP, Financial Planning
Loyola University of Chicago
Master of Pastoral Studies, Counseling Psychology, Pastoral Counseling, Sociology, Education
Marquette University
Bachelor's Degree, Majors: Sociology and Theology. Minor: Psychology
The Jesuit School of Theology at Berkeley
STL, MDiv, Theology, Scripture, Spirituality, Pastoral Theology, Liturgical Theology
Moriarty Consulting, Inc May 2007 - Present
Ameriprise Financial, Inc. October 2005 - April 2007
American Express Financial Advisors January 2001 - April 2007
American Express Financial Advisors December 1999 - December 2000
American Express Financial Advisors November 1997 - November 1999
American Express Financial Advisors October 1996 - November 1997
Financial Designs, Inc. January 1994 - November 1994
Waddell & Reed Financial Services September 1988 - July 1992
St. Elizabeth Ann Seton Catholic Church 1984 - 1988
Skills
Leadership, Process Improvement, SDLC, Financial Services, Business Process, Outsourcing, Governance, Project Management, MS Project, PMO, Consulting, Vendor Management
Education
College for Financial Planning 1995 — 1998
CFP, Financial Planning
Loyola University of Chicago
Master of Pastoral Studies, Counseling Psychology, Pastoral Counseling, Sociology, Education
Marquette University
Bachelor's Degree, Majors: Sociology and Theology. Minor: Psychology
The Jesuit School of Theology at Berkeley
STL, MDiv, Theology, Scripture, Spirituality, Pastoral Theology, Liturgical Theology
Erin Hunt's Ameriprise Financial, Inc. Experience June 2008 - August 2008
Job Manager Recruiting and Practice Acquisitions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - October 2013
Ameriprise Financial Services, Inc. January 2011 - December 2011
Ameriprise Financial Services, Inc. July 2009 - May 2011
Ameriprise Financial, Inc June 2008 - August 2008
Kocina Marketing Companies January 2008 - April 2008
Skills
Recruiting, Leadership, Management, Strategy, Business Development, Leadership Development, Program Management, Process Improvement, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2005 — 2009
B.S.B., Marketing
Copenhagen Business School
Tsinghua University
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - October 2013
Ameriprise Financial Services, Inc. January 2011 - December 2011
Ameriprise Financial Services, Inc. July 2009 - May 2011
Ameriprise Financial, Inc June 2008 - August 2008
Kocina Marketing Companies January 2008 - April 2008
Skills
Recruiting, Leadership, Management, Strategy, Business Development, Leadership Development, Program Management, Process Improvement, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2005 — 2009
B.S.B., Marketing
Copenhagen Business School
Tsinghua University
Jack Herrmann, M.B.A.'s Ameriprise Financial, Inc. Experience February 2005 - March 2007
Job Regional Director, Private Wealth Management
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
E*TRADE Financial December 2013 - May 2014
E*TRADE Financial April 2012 - December 2013
E*TRADE Financial March 2011 - March 2012
E*TRADE Financial September 2009 - March 2011
E*TRADE Financial March 2007 - September 2009
Ameriprise Financial Inc February 2005 - March 2007
BDP International July 2004 - November 2004
Skills
Business Relationship..., Sales Management, Series 7, Series 9, Series 10, Series 24, Series 66, Investment Advisory, Financial Planning, Investments, Wealth Management, 401k
Education
Temple University - Fox School of Business and Management 2008 — 2011
M.B.A., Finance, 3.58
Gettysburg College 2000 — 2004
B.A., Economics, Minor in Spanish
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
E*TRADE Financial December 2013 - May 2014
E*TRADE Financial April 2012 - December 2013
E*TRADE Financial March 2011 - March 2012
E*TRADE Financial September 2009 - March 2011
E*TRADE Financial March 2007 - September 2009
Ameriprise Financial Inc February 2005 - March 2007
BDP International July 2004 - November 2004
Skills
Business Relationship..., Sales Management, Series 7, Series 9, Series 10, Series 24, Series 66, Investment Advisory, Financial Planning, Investments, Wealth Management, 401k
Education
Temple University - Fox School of Business and Management 2008 — 2011
M.B.A., Finance, 3.58
Gettysburg College 2000 — 2004
B.A., Economics, Minor in Spanish
Scott Bair's Ameriprise Financial, Inc. Experience September 2002 - June 2009
Job Innovation Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2014 - Present
Nationwide Insurance January 2013 - January 2014
Nationwide Financial June 2009 - December 2012
Ameriprise Financial, Inc. September 2002 - June 2009
Skills
Process Improvement, Insurance, Series 6, Investments, Fixed Annuities, Competitive Analysis, Mutual Funds, Retirement, Retirement Planning, Financial Services, Sales, Leadership, Variable Annuities
Education
Franklin University 2015 — 2018
Master of Business Administration (M.B.A.)
The Ohio State University 1995 — 1999
Bachelor’s Degree, Music Education
Nationwide Financial January 2014 - Present
Nationwide Insurance January 2013 - January 2014
Nationwide Financial June 2009 - December 2012
Ameriprise Financial, Inc. September 2002 - June 2009
Skills
Process Improvement, Insurance, Series 6, Investments, Fixed Annuities, Competitive Analysis, Mutual Funds, Retirement, Retirement Planning, Financial Services, Sales, Leadership, Variable Annuities
Education
Franklin University 2015 — 2018
Master of Business Administration (M.B.A.)
The Ohio State University 1995 — 1999
Bachelor’s Degree, Music Education
Scott Creutzmann's Ameriprise Financial, Inc. Experience November 2012 - Present
Job VP, Chief Compliance Officer at Ameriprise Financial, Inc.
Industry Insurance
Experience
Ameriprise Financial, Inc. November 2012 - Present
Ameriprise Financial May 2007 - October 2012
Nationwide Insurance 2003 - 2007
Casey's General Stores March 2000 - March 2003
Great West Casualty Company February 1998 - March 2000
State Farm Insurance February 1995 - February 1998
Skills
Litigation Management, Insurance, Corporate Governance, Insurance Law, General Insurance, Arbitration, Claim, Compliance, Claims, Regulatory Affairs, Strategic Leadership, Variable Products, Property & Casualty..., Risk Management, Legal Advice
Education
Drake University Law School 1992 — 1994
JD, Law
Bradley University 1988 — 1992
BS, Business and Economics
THS
Ameriprise Financial, Inc. November 2012 - Present
Ameriprise Financial May 2007 - October 2012
Nationwide Insurance 2003 - 2007
Casey's General Stores March 2000 - March 2003
Great West Casualty Company February 1998 - March 2000
State Farm Insurance February 1995 - February 1998
Skills
Litigation Management, Insurance, Corporate Governance, Insurance Law, General Insurance, Arbitration, Claim, Compliance, Claims, Regulatory Affairs, Strategic Leadership, Variable Products, Property & Casualty..., Risk Management, Legal Advice
Education
Drake University Law School 1992 — 1994
JD, Law
Bradley University 1988 — 1992
BS, Business and Economics
THS
Mark Bianchi's Ameriprise Financial, Inc. Experience 2015 - Present
Job Associate Counsel at Ameriprise Financial, Inc.
Industry Legal Services
Experience
Ameriprise Financial, Inc. 2015 - Present
AIG 2003 - 2015
Orange County District Attorney's Office 1999 - 2003
Education
Quinnipiac University School of Law
Le Moyne College
Ameriprise Financial, Inc. 2015 - Present
AIG 2003 - 2015
Orange County District Attorney's Office 1999 - 2003
Education
Quinnipiac University School of Law
Le Moyne College
Christy Lueck's Ameriprise Financial, Inc. Experience 2000 - December 2008
Job Legal and Operations Professional
Industry Financial Services
Experience
Ameriprise Financial, Inc. 2000 - December 2008
Ameriprise Financial 1995 - 2000
Ameriprise Financial 1983 - 1995
Skills
Risk Management, Corporate Governance, Leadership, Change Management, Management, Contract Management, Financial Services, Training, Finance, Budgets, Process Improvement, Business Process..., Business Analysis, Insurance, Vendor Management
Education
University of Minnesota Law School
J.D.
Vassar College
A.B.
Ameriprise Financial, Inc. 2000 - December 2008
Ameriprise Financial 1995 - 2000
Ameriprise Financial 1983 - 1995
Skills
Risk Management, Corporate Governance, Leadership, Change Management, Management, Contract Management, Financial Services, Training, Finance, Budgets, Process Improvement, Business Process..., Business Analysis, Insurance, Vendor Management
Education
University of Minnesota Law School
J.D.
Vassar College
A.B.
Will Renk's Ameriprise Financial, Inc. Experience May 2007 - February 2015
Job Senior Manager, Organization Effectiveness, Development, & Inclusion at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial, Inc. May 2007 - February 2015
Ameriprise Financial Services, Inc. December 2000 - May 2007
Ameriprise Financial Services, Inc. April 2000 - December 2000
Ameriprise Financial Services, Inc. September 1999 - March 2000
North Dakota State University July 1996 - June 1999
Skills
Needs Analysis, Coaching, E-Learning, Workshop Facilitation, Team Building, Curriculum Design, Leadership Development, Talent Management, Performance Management, Onboarding, Employee Engagement, Instructional Design, Succession Planning, Training Delivery, Captivate, Organizational..., Organizational..., Talent Acquisition, Performance Consulting, Blended Learning, Emotional Intelligence, Situational Leadership, Myers-Briggs Certified, Collaboration, Conflict Management, Communication Skills, Employee Relations, Career Development, Leadership, Program Management, Recruiting, Performance Improvement, Training, Human Resources, Executive Coaching, Culture Change, Employee Training, Team Leadership, Conflict Resolution, Adult Education, Interviews, Change Management, Personnel Management
Education
St. Norbert College 1992 — 1996
BA, Graphic Communication, Emphasis in Business Administration
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial, Inc. May 2007 - February 2015
Ameriprise Financial Services, Inc. December 2000 - May 2007
Ameriprise Financial Services, Inc. April 2000 - December 2000
Ameriprise Financial Services, Inc. September 1999 - March 2000
North Dakota State University July 1996 - June 1999
Skills
Needs Analysis, Coaching, E-Learning, Workshop Facilitation, Team Building, Curriculum Design, Leadership Development, Talent Management, Performance Management, Onboarding, Employee Engagement, Instructional Design, Succession Planning, Training Delivery, Captivate, Organizational..., Organizational..., Talent Acquisition, Performance Consulting, Blended Learning, Emotional Intelligence, Situational Leadership, Myers-Briggs Certified, Collaboration, Conflict Management, Communication Skills, Employee Relations, Career Development, Leadership, Program Management, Recruiting, Performance Improvement, Training, Human Resources, Executive Coaching, Culture Change, Employee Training, Team Leadership, Conflict Resolution, Adult Education, Interviews, Change Management, Personnel Management
Education
St. Norbert College 1992 — 1996
BA, Graphic Communication, Emphasis in Business Administration
Jerry Serum's Ameriprise Financial, Inc. Experience March 2004 - March 2012
Job Sr. Programmer/analyst Application Support at Red Wing Shoe Co.
Industry Financial Services
Experience
Red Wing Shoe Co. March 2012 - Present
Ameriprise Financial, Inc. March 2004 - March 2012
IBM 2002 - 2003
PwC 1995 - 2002
Cytrol, Inc 1987 - 1995
ITT Diversified Credit Co 1984 - 1987
ITT Industrial Credit 1981 - 1984
ITT Financial 1977 - 1981
American National Bank 1975 - 1977
ITT Financial May 1975 - October 1975
Skills
Visio, Business Analysis, Access, Business Intelligence, Process Improvement, SQL, Requirements Analysis, Financial Analysis, Management, Requirements Gathering, SDLC, Business Process..., Systems Analysis, Vendor Management, Business Process, Software Project...
Education
Chippewa Valley Technical College 1973 — 1975
Associate degrees (2), Data Processing / Accounting
Alma High School 1970 — 1973
Red Wing Shoe Co. March 2012 - Present
Ameriprise Financial, Inc. March 2004 - March 2012
IBM 2002 - 2003
PwC 1995 - 2002
Cytrol, Inc 1987 - 1995
ITT Diversified Credit Co 1984 - 1987
ITT Industrial Credit 1981 - 1984
ITT Financial 1977 - 1981
American National Bank 1975 - 1977
ITT Financial May 1975 - October 1975
Skills
Visio, Business Analysis, Access, Business Intelligence, Process Improvement, SQL, Requirements Analysis, Financial Analysis, Management, Requirements Gathering, SDLC, Business Process..., Systems Analysis, Vendor Management, Business Process, Software Project...
Education
Chippewa Valley Technical College 1973 — 1975
Associate degrees (2), Data Processing / Accounting
Alma High School 1970 — 1973
Navneet Pahal's Ameriprise Financial, Inc. Experience May 2004 - Present
Job Financial Advisor, Managing Partner at Pahal, Vora & Associates, An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial, Inc. May 2004 - Present
Education
University of California, Riverside 2001 — 2003
Mathematics, Computer Science, Econominics
Leigh
Ameriprise Financial, Inc. May 2004 - Present
Education
University of California, Riverside 2001 — 2003
Mathematics, Computer Science, Econominics
Leigh
Heidi Mason's Ameriprise Financial, Inc. Experience January 2010 - June 2014
Job Senior Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Ameriprise Financial, Inc. January 2010 - June 2014
U.S. Bank October 2007 - January 2010
U.S. Bank July 2005 - October 2007
Skills
Compliance, Contract Negotiation, Negotiation, Banking, Procurement, Contract Management, Financial Services, Risk Management
Education
Hamline University School of Law 2001 — 2004
JD
Indiana Wesleyan University 1997 — 2001
B.S., Political Science, Pre-Law, Business Administration
Wells Fargo July 2014 - Present
Ameriprise Financial, Inc. January 2010 - June 2014
U.S. Bank October 2007 - January 2010
U.S. Bank July 2005 - October 2007
Skills
Compliance, Contract Negotiation, Negotiation, Banking, Procurement, Contract Management, Financial Services, Risk Management
Education
Hamline University School of Law 2001 — 2004
JD
Indiana Wesleyan University 1997 — 2001
B.S., Political Science, Pre-Law, Business Administration
Patty Brau-Mangen's Ameriprise Financial, Inc. Experience 2005 - 2012
Job Sr. Director of Technology Operations at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Ameriprise Financial, Inc. 2005 - 2012
American Express 1984 - 2005
Skills
Process Improvement, IT Strategy, Vendor Management, Business Analysis, SDLC, ITIL, Project Portfolio..., Program Management, Team Building, Software Documentation, PMO, IT Management, Disaster Recovery, Enterprise Architecture, IT Service Management, Change Management, Software Project..., Project Management, IT Operations, Financial Services, Risk Management, Integration
Education
Control Data 1982 — 1983
Associate's Degree, Computer Programming - Fast Track
University of Minnesota-Twin Cities 1977 — 1981
BA, Psychology and Chemistry (Pre-Med)
Ameriprise Financial Services, Inc. 2012 - Present
Ameriprise Financial, Inc. 2005 - 2012
American Express 1984 - 2005
Skills
Process Improvement, IT Strategy, Vendor Management, Business Analysis, SDLC, ITIL, Project Portfolio..., Program Management, Team Building, Software Documentation, PMO, IT Management, Disaster Recovery, Enterprise Architecture, IT Service Management, Change Management, Software Project..., Project Management, IT Operations, Financial Services, Risk Management, Integration
Education
Control Data 1982 — 1983
Associate's Degree, Computer Programming - Fast Track
University of Minnesota-Twin Cities 1977 — 1981
BA, Psychology and Chemistry (Pre-Med)
Tamara Johnson's Ameriprise Financial, Inc. Experience October 2002 - Present
Job Sr. Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. October 2002 - Present
Tamara Johnson Consulting June 2001 - October 2002
Northwest Airlines February 1998 - June 2001
General Mills February 1991 - February 1998
Allyn and Bacon Publishers March 1988 - February 1990
Skills
Marketing Communications, Corporate Communications, Business Analysis, Leadership, Product Marketing, Email Marketing, Relationship Management, Segmentation, Account Management, Budgets, Forecasting, Analysis, Advertising, Training, CRM, Strategic Planning, Incentive Program..., Testing, Database Marketing, Project Management, Content Creation, Content Strategy, Financial Services
Education
University of Saint Thomas - School of Business
MBA, Business Management
The Evergreen State College
BA, Anthropology, Liberal Arts
Long Beach Polytechnic High School
Ameriprise Financial, Inc. October 2002 - Present
Tamara Johnson Consulting June 2001 - October 2002
Northwest Airlines February 1998 - June 2001
General Mills February 1991 - February 1998
Allyn and Bacon Publishers March 1988 - February 1990
Skills
Marketing Communications, Corporate Communications, Business Analysis, Leadership, Product Marketing, Email Marketing, Relationship Management, Segmentation, Account Management, Budgets, Forecasting, Analysis, Advertising, Training, CRM, Strategic Planning, Incentive Program..., Testing, Database Marketing, Project Management, Content Creation, Content Strategy, Financial Services
Education
University of Saint Thomas - School of Business
MBA, Business Management
The Evergreen State College
BA, Anthropology, Liberal Arts
Long Beach Polytechnic High School
Amara Chesson's Ameriprise Financial, Inc. Experience December 2002 - Present
Job Legal Affairs Manager
Industry Financial Services
Experience
Ameriprise Financial, Inc December 2002 - Present
Skills
Legal Writing, Legal Compliance, Litigation Support, Outlook, Microsoft Excel, Microsoft Office, Arbitration, PowerPoint, Microsoft Word, Litigation Management, FINRA, Securities
Education
St. Cloud State University 1994 — 1996
Liberal Arts and Sciences, General Studies and Humanities
Metropolitan State University
Bachelor of Science, Women's Studies
North Hennepin Community College
Certificate of Paralegal Studies, Paralegal Studies
Ameriprise Financial, Inc December 2002 - Present
Skills
Legal Writing, Legal Compliance, Litigation Support, Outlook, Microsoft Excel, Microsoft Office, Arbitration, PowerPoint, Microsoft Word, Litigation Management, FINRA, Securities
Education
St. Cloud State University 1994 — 1996
Liberal Arts and Sciences, General Studies and Humanities
Metropolitan State University
Bachelor of Science, Women's Studies
North Hennepin Community College
Certificate of Paralegal Studies, Paralegal Studies
Marc Nall, CFP®'s Ameriprise Financial, Inc. Experience January 2009 - March 2010
Job Regional Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. New York Metro January 2012 - Present
Ameriprise Financial Services, Inc. March 2010 - December 2011
Ameriprise Financial Services, Inc. March 2010 - December 2011
AMERIPRISE FINANCIAL INC. January 2009 - March 2010
AMERIPRISE FINANCIAL Inc. October 2006 - January 2009
Ameriprise Financial Services, Inc. 1993 - 2006
Skills
Coaching, Leadership, Personal Financial..., Retirement, Sales, Estate Planning, Asset Allocation, Financial Services, Strategic Financial..., Financial Advisory, Strategy, Retirement Planning, Series 7, Portfolio Management, Financial Planners, Mutual Funds, Financial Planning, Investment Advisory, Wealth Management
Education
College for Financial Planning 1994 — 1997
all six areas of Financial Planning as outlined by the CFP® Board of Standards
Indiana State University - Scott College of Business 1986 — 1988
B.S., Business Adminstration with minor in Marketing
Ameriprise Financial Services, Inc. New York Metro January 2012 - Present
Ameriprise Financial Services, Inc. March 2010 - December 2011
Ameriprise Financial Services, Inc. March 2010 - December 2011
AMERIPRISE FINANCIAL INC. January 2009 - March 2010
AMERIPRISE FINANCIAL Inc. October 2006 - January 2009
Ameriprise Financial Services, Inc. 1993 - 2006
Skills
Coaching, Leadership, Personal Financial..., Retirement, Sales, Estate Planning, Asset Allocation, Financial Services, Strategic Financial..., Financial Advisory, Strategy, Retirement Planning, Series 7, Portfolio Management, Financial Planners, Mutual Funds, Financial Planning, Investment Advisory, Wealth Management
Education
College for Financial Planning 1994 — 1997
all six areas of Financial Planning as outlined by the CFP® Board of Standards
Indiana State University - Scott College of Business 1986 — 1988
B.S., Business Adminstration with minor in Marketing
Constanza (Connie) Maguire's Ameriprise Financial, Inc. Experience January 2009 - November 2009
Job Retirement Counselor at Building Service 32BJ Pension Funds
Industry Human Resources
Experience
Building Service 32BJ Pension Funds April 2012 - Present
Building Service 32BJ Pension Funds July 2011 - April 2012
Ameriprise Financial, Inc. January 2009 - November 2009
J. & W. Seligman & Co. Inc. (now Ameriprise Financial Inc.) October 2007 - December 2008
Grey Global Group Inc. October 2005 - November 2006
Grey Global Group Inc. September 1997 - February 2001
Grey Global Group Inc. (formerly Grey Advertising Inc.) April 1997 - September 1997
Kelley Drye & Warren, LLP April 1993 - March 1997
Lehman Brothers November 1989 - March 1993
Goldman Sachs and Company June 1987 - March 1989
Skills
Retirement, Leave of Absence, Employee Benefits, HRIS, 401k, Human Resources, FMLA, New Hire Orientations, COBRA, Payroll, Open Enrollment, Disability Insurance, Benefits Administration, Insurance, Workers Compensation, Pensions, Life Insurance, Employee Relations, Policy, Talent Management, Interviews, Software Documentation, Analysis, Management, Notary Public, Deferred Compensation, Onboarding
Education
Queens College 2001 — 2003
B.A., Psychology
St. John's University 1989 — 1993
A.A.S., Business
Building Service 32BJ Pension Funds April 2012 - Present
Building Service 32BJ Pension Funds July 2011 - April 2012
Ameriprise Financial, Inc. January 2009 - November 2009
J. & W. Seligman & Co. Inc. (now Ameriprise Financial Inc.) October 2007 - December 2008
Grey Global Group Inc. October 2005 - November 2006
Grey Global Group Inc. September 1997 - February 2001
Grey Global Group Inc. (formerly Grey Advertising Inc.) April 1997 - September 1997
Kelley Drye & Warren, LLP April 1993 - March 1997
Lehman Brothers November 1989 - March 1993
Goldman Sachs and Company June 1987 - March 1989
Skills
Retirement, Leave of Absence, Employee Benefits, HRIS, 401k, Human Resources, FMLA, New Hire Orientations, COBRA, Payroll, Open Enrollment, Disability Insurance, Benefits Administration, Insurance, Workers Compensation, Pensions, Life Insurance, Employee Relations, Policy, Talent Management, Interviews, Software Documentation, Analysis, Management, Notary Public, Deferred Compensation, Onboarding
Education
Queens College 2001 — 2003
B.A., Psychology
St. John's University 1989 — 1993
A.A.S., Business
Ryan Minor's Ameriprise Financial, Inc. Experience September 2008 - January 2010
Job Financial Services
Industry Financial Services
Experience
Cunningham Restaurant Group July 2010 - December 2013
Claddagh Irish Pubs March 2010 - July 2010
Ameriprise Financial, Inc September 2008 - January 2010
Archer Investment Corporation May 2007 - August 2007
Archer Investment Corporation May 2007 - August 2007
Education
DePauw University 2004 — 2008
Bachelor Arts, Economics
DePauw University
Bachelor of Arts, Economics
Cunningham Restaurant Group July 2010 - December 2013
Claddagh Irish Pubs March 2010 - July 2010
Ameriprise Financial, Inc September 2008 - January 2010
Archer Investment Corporation May 2007 - August 2007
Archer Investment Corporation May 2007 - August 2007
Education
DePauw University 2004 — 2008
Bachelor Arts, Economics
DePauw University
Bachelor of Arts, Economics
Arlyn E Whitelaw's Ameriprise Financial, Inc. Experience May 2010 - June 2015
Job Vice President, Compliance at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
Stacie Jungwirth's Ameriprise Financial, Inc. Experience January 1995 - January 2007
Job Assistant Vice President, Institutional Retirement & Trust Sales Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2011 - Present
Wells Fargo January 2010 - July 2011
WellsFargo June 2008 - January 2010
Wells Fargo January 2007 - June 2008
AMERIPRISE FINANCIAL, INC January 1995 - January 2007
Ameriprise Financial, Inc. January 1998 - January 2002
Ameriprise Financial, Inc. January 1996 - January 1998
Ameriprise Financial, Inc. January 1995 - January 1996
MLLIMAN & ROBERTSON, INC January 1994 - January 1995
RICHFIELD BANK January 1985 - January 1994
Skills
Leadership, Strategy, CRM, Mentoring, Management, Software Documentation, Retirement Planning, Mutual Funds
Education
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Arts (BA), Business/Corporate Communications
University of Minnesota 1987 — 1991
Bachelor of Arts, Speech Communications
Wells Fargo July 2011 - Present
Wells Fargo January 2010 - July 2011
WellsFargo June 2008 - January 2010
Wells Fargo January 2007 - June 2008
AMERIPRISE FINANCIAL, INC January 1995 - January 2007
Ameriprise Financial, Inc. January 1998 - January 2002
Ameriprise Financial, Inc. January 1996 - January 1998
Ameriprise Financial, Inc. January 1995 - January 1996
MLLIMAN & ROBERTSON, INC January 1994 - January 1995
RICHFIELD BANK January 1985 - January 1994
Skills
Leadership, Strategy, CRM, Mentoring, Management, Software Documentation, Retirement Planning, Mutual Funds
Education
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Arts (BA), Business/Corporate Communications
University of Minnesota 1987 — 1991
Bachelor of Arts, Speech Communications
Bryan Bouchard's Ameriprise Financial, Inc. Experience May 2010 - Present
Job Sales Supervision Manager Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. May 2010 - Present
Compassion International 1993 - Present
Thrivent Financial for Lutherans July 2008 - April 2010
Ameriprise Financial Services, Inc. March 2003 - June 2008
Ameriprise Financial June 1999 - March 2003
Skills
Finra Series 7, 9, 10,..., Leadership, Series 7, Series 24, Equities, Mutual Funds, Investments, FINRA, Investment Advisory, Financial Services, Risk Management, Sales, Licensing, AML, Finance, Relationship Management, Fixed Annuities, Call Centers, Securities, Insurance
Education
Bethel Seminary-St. Paul 1990 — 1991
Bemidji State University
Bachelor of Science, Business Administration-Finance
Ameriprise Financial, Inc. May 2010 - Present
Compassion International 1993 - Present
Thrivent Financial for Lutherans July 2008 - April 2010
Ameriprise Financial Services, Inc. March 2003 - June 2008
Ameriprise Financial June 1999 - March 2003
Skills
Finra Series 7, 9, 10,..., Leadership, Series 7, Series 24, Equities, Mutual Funds, Investments, FINRA, Investment Advisory, Financial Services, Risk Management, Sales, Licensing, AML, Finance, Relationship Management, Fixed Annuities, Call Centers, Securities, Insurance
Education
Bethel Seminary-St. Paul 1990 — 1991
Bemidji State University
Bachelor of Science, Business Administration-Finance
Ronald Ruegg's Ameriprise Financial, Inc. Experience July 2010 - Present
Job Regional Risk Supervisor at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. July 2010 - Present
Ameriprise Financial, Inc. April 2002 - June 2010
Ameriprise Financial Services, Inc. June 1999 - March 2002
Education
Minnesota State University, Mankato 1982 — 1984
MBA, Business
University of Minnesota - Carlson School of Management 1968 — 1972
BSB - Regular, Business
Ameriprise Financial, Inc. July 2010 - Present
Ameriprise Financial, Inc. April 2002 - June 2010
Ameriprise Financial Services, Inc. June 1999 - March 2002
Education
Minnesota State University, Mankato 1982 — 1984
MBA, Business
University of Minnesota - Carlson School of Management 1968 — 1972
BSB - Regular, Business
Cesar Magsalin's Ameriprise Financial, Inc. Experience March 2002 - June 2009
Job Senior Accounting Professional Project Consultant with Robert Half Management Resources
Industry Accounting
Experience
Robert Half Management Resources July 2015 - Present
Robert Half Management Resources April 2015 - June 2015
Robert Half Management Resources June 2014 - April 2015
Robert Half Management Resources September 2012 - April 2014
Robert Half Management Resources February 2012 - July 2012
Robert Half Management Resources October 2011 - January 2012
Ameriprise Financial, Inc. March 2002 - June 2009
Ameriprise Financial Services, Inc. April 1998 - March 2002
Ameriprise Financial Services, Inc. March 1996 - April 1998
Skills
Account Reconciliation, Journal Entries, Financial Reporting, Tax, Accounting, Use Tax, General Ledger, Property Tax, Payroll Taxes, Tax Research
Education
Metropolitan State University 1994 — 1998
Bachelor's Degree, Accounting
Robert Half Management Resources July 2015 - Present
Robert Half Management Resources April 2015 - June 2015
Robert Half Management Resources June 2014 - April 2015
Robert Half Management Resources September 2012 - April 2014
Robert Half Management Resources February 2012 - July 2012
Robert Half Management Resources October 2011 - January 2012
Ameriprise Financial, Inc. March 2002 - June 2009
Ameriprise Financial Services, Inc. April 1998 - March 2002
Ameriprise Financial Services, Inc. March 1996 - April 1998
Skills
Account Reconciliation, Journal Entries, Financial Reporting, Tax, Accounting, Use Tax, General Ledger, Property Tax, Payroll Taxes, Tax Research
Education
Metropolitan State University 1994 — 1998
Bachelor's Degree, Accounting
Wenma Gorman, CFA's Ameriprise Financial, Inc. Experience May 2006 - May 2007
Job Research Analyst at Sigma Investment Counselors
Industry Financial Services
Experience
Sigma Investment Counselors May 2012 - Present
Fidelity Investments June 2007 - May 2012
Ameriprise Financial Inc May 2006 - May 2007
Shanghai International Language Center, Shanghai, China July 2000 - March 2003
Skills
Bilingual, fluent both..., Advanced level in..., Series 7, Series 66, Excel, Investment Advisory, Word, English, Mutual Funds, Customer Relations, PowerPoint, Outlook, Customer Service
Education
Macquarie University 2003 — 2005
Master Of Arts, International Communication
Eastern China Normal University 1996 — 2000
Bachelor of Arts, Chinese Literature
Sigma Investment Counselors May 2012 - Present
Fidelity Investments June 2007 - May 2012
Ameriprise Financial Inc May 2006 - May 2007
Shanghai International Language Center, Shanghai, China July 2000 - March 2003
Skills
Bilingual, fluent both..., Advanced level in..., Series 7, Series 66, Excel, Investment Advisory, Word, English, Mutual Funds, Customer Relations, PowerPoint, Outlook, Customer Service
Education
Macquarie University 2003 — 2005
Master Of Arts, International Communication
Eastern China Normal University 1996 — 2000
Bachelor of Arts, Chinese Literature
David Eppler's Ameriprise Financial, Inc. Experience 2004 - 2014
Job Vice President of Communications at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial, Inc. 2004 - 2014
American Express November 1998 - August 2004
Ludlow Advertising February 1992 - October 1998
Education
The University of North Dakota 1986 — 1989
BA, Communications Advertising
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial, Inc. 2004 - 2014
American Express November 1998 - August 2004
Ludlow Advertising February 1992 - October 1998
Education
The University of North Dakota 1986 — 1989
BA, Communications Advertising
Kathryn Boyne's Ameriprise Financial, Inc. Experience November 2008 - Present
Job Counsel at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. November 2008 - Present
Oppenheimer Wolff & Donnelly November 1995 - November 2008
Seward & Kissel LLP September 1991 - October 1995
Skills
Corporate Governance, Mergers & Acquisitions, Licensing, Legal Research, Contract Negotiation, Legal Writing, Corporate Law, Securities Regulation, Intellectual Property
Education
New York University School of Law
Doctor of Law (J.D.)
Ameriprise Financial, Inc. November 2008 - Present
Oppenheimer Wolff & Donnelly November 1995 - November 2008
Seward & Kissel LLP September 1991 - October 1995
Skills
Corporate Governance, Mergers & Acquisitions, Licensing, Legal Research, Contract Negotiation, Legal Writing, Corporate Law, Securities Regulation, Intellectual Property
Education
New York University School of Law
Doctor of Law (J.D.)
Jenny Anyanwu's Ameriprise Financial, Inc. Experience September 2007 - April 2015
Job Senior Lead for Technology Operations at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2015 - Present
Ameriprise Financial, Inc. September 2007 - April 2015
Skills
Management, Program Management, Analysis, Leadership, Budgets, Financial Services, Project Management, Business Analysis, Team Leadership, Financial Risk, Investments
Education
Saint Mary's University of Minnesota 2001 — 2004
Masters, International Business
Wells Fargo Home Mortgage April 2015 - Present
Ameriprise Financial, Inc. September 2007 - April 2015
Skills
Management, Program Management, Analysis, Leadership, Budgets, Financial Services, Project Management, Business Analysis, Team Leadership, Financial Risk, Investments
Education
Saint Mary's University of Minnesota 2001 — 2004
Masters, International Business
Scott Weisberg's Ameriprise Financial, Inc. Experience August 2011 - Present
Job Senior Manager, Legal Affairs at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial, Inc August 2011 - Present
Ameriprise Financial, Inc. May 2004 - August 2011
American Express Financial Advisors October 1999 - May 2004
American Express Financial Advisors December 1998 - October 1999
American Express Financial Advisors June 1997 - December 1998
Evidon December 1991 - May 1997
Skills
Contract Management, Customer Relations, Contract Negotiation, Disclosure, Customer Service, Research, Corporate Law, Securities, FINRA, Series 7, Brokerage, Banking, Call Center, Mentoring, Call Centers, Strategic Planning, Investment Advisory, Estate Planning, Financial Advisory, Insurance
Education
University of Minnesota Law School 1989 — 1991
Juris Doctor
University of Wisconsin-Madison 1983 — 1987
Bachelor of Arts, Political Science
Ameriprise Financial, Inc August 2011 - Present
Ameriprise Financial, Inc. May 2004 - August 2011
American Express Financial Advisors October 1999 - May 2004
American Express Financial Advisors December 1998 - October 1999
American Express Financial Advisors June 1997 - December 1998
Evidon December 1991 - May 1997
Skills
Contract Management, Customer Relations, Contract Negotiation, Disclosure, Customer Service, Research, Corporate Law, Securities, FINRA, Series 7, Brokerage, Banking, Call Center, Mentoring, Call Centers, Strategic Planning, Investment Advisory, Estate Planning, Financial Advisory, Insurance
Education
University of Minnesota Law School 1989 — 1991
Juris Doctor
University of Wisconsin-Madison 1983 — 1987
Bachelor of Arts, Political Science
Amit Mishra, PMP's Ameriprise Financial, Inc. Experience March 2014 - April 2015
Job Program Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial, Inc. March 2014 - April 2015
Deloitte Consulting LLP October 2012 - February 2014
NTT Data Corporation February 2011 - September 2012
Keane Inc January 2009 - January 2011
Keane Inc August 2004 - December 2008
Keane India Pvt. LTd November 2003 - July 2004
Skills
IT Strategy, Project Governance, Business Process..., SDLC, CRM, Investments, Domain Names, PMP, Integration, Business Analysis, Solution Architecture, Management, ERP, Agile Methodologies, Project Management
Education
Nagpur University
Master in Computers, Computer Science
Devi Ahilya Vishwavidyalaya
Bachelor's degree, Computer Science
St. Josephs School, Shaktinagar
English, Maths, Science
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial, Inc. March 2014 - April 2015
Deloitte Consulting LLP October 2012 - February 2014
NTT Data Corporation February 2011 - September 2012
Keane Inc January 2009 - January 2011
Keane Inc August 2004 - December 2008
Keane India Pvt. LTd November 2003 - July 2004
Skills
IT Strategy, Project Governance, Business Process..., SDLC, CRM, Investments, Domain Names, PMP, Integration, Business Analysis, Solution Architecture, Management, ERP, Agile Methodologies, Project Management
Education
Nagpur University
Master in Computers, Computer Science
Devi Ahilya Vishwavidyalaya
Bachelor's degree, Computer Science
St. Josephs School, Shaktinagar
English, Maths, Science
Bruce Shankey's Ameriprise Financial, Inc. Experience January 2006 - Present
Job Sr. Payroll Tax Analyst at Ameriprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial Inc. January 2006 - Present
Ameriprise Financial Inc. May 2004 - December 2005
American Express July 2001 - April 2004
American Express Financial Inc. October 1991 - June 2001
International Dairy Queen Inc. September 1985 - October 1991
International Dairy Queen Inc. March 1984 - September 1985
Skills
PeopleSoft, 401k, HRIS, Finance, Payroll, Payroll Taxes, Employee Benefits, Non-Qualified Deferred..., Accounting, Account Reconciliation, Equity Compensation, FLSA, Expatriate Management, Cash Management, W-2, Multi-state Payroll..., 1099 Preparation, Management, Project Management, Project Planning, Project Delivery, Leadership, Team Leadership, Thought Leadership, Communication, sales tax, Business Analysis, Financial Analysis, Data Analysis, Journal Entries, Change Management, Time Management, Leadership Development, Strategic Leadership, Internal Audit, External Audit, Withholding, Social Security
Education
Dakota County Technical College 1983 — 1985
Associate’s Degree, Accounting and Finance, A
Ameriprise Financial Inc. January 2006 - Present
Ameriprise Financial Inc. May 2004 - December 2005
American Express July 2001 - April 2004
American Express Financial Inc. October 1991 - June 2001
International Dairy Queen Inc. September 1985 - October 1991
International Dairy Queen Inc. March 1984 - September 1985
Skills
PeopleSoft, 401k, HRIS, Finance, Payroll, Payroll Taxes, Employee Benefits, Non-Qualified Deferred..., Accounting, Account Reconciliation, Equity Compensation, FLSA, Expatriate Management, Cash Management, W-2, Multi-state Payroll..., 1099 Preparation, Management, Project Management, Project Planning, Project Delivery, Leadership, Team Leadership, Thought Leadership, Communication, sales tax, Business Analysis, Financial Analysis, Data Analysis, Journal Entries, Change Management, Time Management, Leadership Development, Strategic Leadership, Internal Audit, External Audit, Withholding, Social Security
Education
Dakota County Technical College 1983 — 1985
Associate’s Degree, Accounting and Finance, A
Dan Moakley's Ameriprise Financial, Inc. Experience July 2006 - July 2009
Job Vice President & Group Counsel at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 2009 - Present
Ameriprise Financial, Inc. July 2006 - July 2009
Northwestern Mutual Life December 2000 - June 2006
FINRA February 1991 - November 2000
US Securities and Exchange Commission April 1988 - February 1991
Skills
Broker-Dealer..., Clearing/Back Office..., Finacial/Operational..., FINRA, Securities, Securities Regulation, Mutual Funds, AML, Investment Advisory, Investments, Equities, Financial Services, Alternative Investments, Fixed Income, Private Equity, Wealth Management
Education
The John Marshall Law School 1985 — 1988
J D
Marquette University 1979 — 1981
B.S., Business Administration
Ameriprise Financial July 2009 - Present
Ameriprise Financial, Inc. July 2006 - July 2009
Northwestern Mutual Life December 2000 - June 2006
FINRA February 1991 - November 2000
US Securities and Exchange Commission April 1988 - February 1991
Skills
Broker-Dealer..., Clearing/Back Office..., Finacial/Operational..., FINRA, Securities, Securities Regulation, Mutual Funds, AML, Investment Advisory, Investments, Equities, Financial Services, Alternative Investments, Fixed Income, Private Equity, Wealth Management
Education
The John Marshall Law School 1985 — 1988
J D
Marquette University 1979 — 1981
B.S., Business Administration
Joseph M. Paauwe's Ameriprise Financial, Inc. Experience May 2006 - May 2009
Job Legal Specialist (Senior Corporate Paralegal) at Pentair plc
Industry Electrical/Electronic Manufacturing
Experience
Pentair plc July 2012 - Present
Deluxe Corporation November 2009 - July 2012
Coloplast May 2009 - October 2009
Ameriprise Financial, Inc. May 2006 - May 2009
Tyco Plastics, LP October 2004 - May 2006
Robert Half Legal: Contract positions at General Mills, Inc. and NRG Energy, Inc. 2002 - 2004
Skills
Mergers and acquisitions, International Business, SEC filings for..., Corporate transactional..., Corporate Governance, Corporate Finance, SEC, SEC Filings, Mergers, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Legal Writing, Corporate Law, Legal Assistance
Education
Harvard University Summer School 2004 — 2004
International Business
Inver Hills Community College
Associates in Applied Science: Legal Assistant Certificate, Law
University of Minnesota-Twin Cities
Bachelor of Arts (BA), International Relations and Affairs
Pentair plc July 2012 - Present
Deluxe Corporation November 2009 - July 2012
Coloplast May 2009 - October 2009
Ameriprise Financial, Inc. May 2006 - May 2009
Tyco Plastics, LP October 2004 - May 2006
Robert Half Legal: Contract positions at General Mills, Inc. and NRG Energy, Inc. 2002 - 2004
Skills
Mergers and acquisitions, International Business, SEC filings for..., Corporate transactional..., Corporate Governance, Corporate Finance, SEC, SEC Filings, Mergers, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Legal Writing, Corporate Law, Legal Assistance
Education
Harvard University Summer School 2004 — 2004
International Business
Inver Hills Community College
Associates in Applied Science: Legal Assistant Certificate, Law
University of Minnesota-Twin Cities
Bachelor of Arts (BA), International Relations and Affairs
Liz McQuillan, PMP, CRVPM's Ameriprise Financial, Inc. Experience November 2010 - December 2012
Job Project Manager VP at Seacoast National Bank
Industry Financial Services
Experience
Seacoast Bank February 2014 - Present
Liz A. McQuillan Consulting LLC January 2013 - February 2014
Ameriprise Financial, Inc November 2010 - December 2012
Ameriprise Financial, Inc May 2007 - November 2010
Data Recognition Corporation August 2004 - May 2007
Merrill Corporation 2000 - 2004
Skills
Business Process..., Program Management, Strategy, Vendor Management, Requirements Gathering, Risk Management, Analysis, Business Process, Process Improvement, Software Documentation, Training, Product Management, Software Project..., Relationship Management, Thought Leadership, Implementation Strategy, Change Management, Communications, IT Strategy, Budgets, Resource Management, Leadership, Data Analysis, Performance Management, Business Intelligence, Outsourcing, Strategic Financial..., Agile Project Management, Integration, Requirements Analysis, People Leadership, PMP, Strategic Planning, CMMI
Education
Villanova University 1983 — 1987
Bachelor of Arts (B.A.), English
Lehigh University
MBA
Villanova University
BA, English
Seacoast Bank February 2014 - Present
Liz A. McQuillan Consulting LLC January 2013 - February 2014
Ameriprise Financial, Inc November 2010 - December 2012
Ameriprise Financial, Inc May 2007 - November 2010
Data Recognition Corporation August 2004 - May 2007
Merrill Corporation 2000 - 2004
Skills
Business Process..., Program Management, Strategy, Vendor Management, Requirements Gathering, Risk Management, Analysis, Business Process, Process Improvement, Software Documentation, Training, Product Management, Software Project..., Relationship Management, Thought Leadership, Implementation Strategy, Change Management, Communications, IT Strategy, Budgets, Resource Management, Leadership, Data Analysis, Performance Management, Business Intelligence, Outsourcing, Strategic Financial..., Agile Project Management, Integration, Requirements Analysis, People Leadership, PMP, Strategic Planning, CMMI
Education
Villanova University 1983 — 1987
Bachelor of Arts (B.A.), English
Lehigh University
MBA
Villanova University
BA, English
Jeryl Millner's Ameriprise Financial, Inc. Experience April 2003 - Present
Job Vice President
Industry Financial Services
Experience
Ameriprise Financial, Inc. April 2003 - Present
ING Nederland September 2000 - July 2002
ReliaStar Financial Corp August 1993 - August 2000
Skills
Strategic Financial..., Investments, Insurance, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Annuities
Education
University of Minnesota-Duluth
Bachelor of Accounting, Accounting and Business/Management
Ameriprise Financial, Inc. April 2003 - Present
ING Nederland September 2000 - July 2002
ReliaStar Financial Corp August 1993 - August 2000
Skills
Strategic Financial..., Investments, Insurance, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Annuities
Education
University of Minnesota-Duluth
Bachelor of Accounting, Accounting and Business/Management
Stacy Leiser's Ameriprise Financial, Inc. Experience March 1995 - Present
Job Sr. Manager, Business Planning & Analysis at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. March 1995 - Present
Skills
Finance, Financial Services, Series 7, Financial Reporting
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Accounting and Business/Management
Arizona State University
Ameriprise Financial, Inc. March 1995 - Present
Skills
Finance, Financial Services, Series 7, Financial Reporting
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Accounting and Business/Management
Arizona State University
Lisa Chaudoir's Ameriprise Financial, Inc. Experience December 2008 - October 2014
Job Associate General Counsel at Genworth Financial
Industry Legal Services
Experience
Genworth Financial November 2014 - Present
Ameriprise Financial, Inc. December 2008 - October 2014
Ameriprise December 2006 - December 2008
Lisa Chaudoir, Esq. August 2004 - January 2007
Ameriprise January 2005 - December 2006
Mille Lacs and Scott Counties March 2001 - August 2004
Skills
Comprehensive legal..., Claims, underwriting,..., Corporate governance, Drafting and..., Ensuring marketing..., Regulatory complaints,..., Privacy matters, Demonstrated leader of..., Ability to work with..., Corporate Governance, Legal Assistance, Insurance, Courts, Legal Writing, Estate Planning, Management, Legal Issues, Litigation
Education
Hamline University School of Law 1996 — 1999
Juris Doctor, Law
University of Wisconsin-Green Bay 1989 — 1993
Bachelor of Science (B.S.), Double Major - Psychology and Legal Studies
Genworth Financial November 2014 - Present
Ameriprise Financial, Inc. December 2008 - October 2014
Ameriprise December 2006 - December 2008
Lisa Chaudoir, Esq. August 2004 - January 2007
Ameriprise January 2005 - December 2006
Mille Lacs and Scott Counties March 2001 - August 2004
Skills
Comprehensive legal..., Claims, underwriting,..., Corporate governance, Drafting and..., Ensuring marketing..., Regulatory complaints,..., Privacy matters, Demonstrated leader of..., Ability to work with..., Corporate Governance, Legal Assistance, Insurance, Courts, Legal Writing, Estate Planning, Management, Legal Issues, Litigation
Education
Hamline University School of Law 1996 — 1999
Juris Doctor, Law
University of Wisconsin-Green Bay 1989 — 1993
Bachelor of Science (B.S.), Double Major - Psychology and Legal Studies
Tara Tilbury's Ameriprise Financial, Inc. Experience January 2007 - Present
Job Vice President and Chief Counsel Asset Management at Ameriprise Financial, Inc.
Industry Legal Services
Experience
Ameriprise Financial, Inc. January 2007 - Present
Education
University of Minnesota Law School 1998 — 2001
Doctor of Law (J.D.)
Lawrence University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Government
Ameriprise Financial, Inc. January 2007 - Present
Education
University of Minnesota Law School 1998 — 2001
Doctor of Law (J.D.)
Lawrence University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Government
Marcia OBrien's Ameriprise Financial, Inc. Experience 2006 - 2013
Job Vice President External Reporting
Industry Accounting
Experience
Consultant 2013 - Present
Ameriprise Financial, Inc. 2006 - 2013
Salo LLC 2002 - 2006
Signal Bank (acquired by Associated Bank) 1986 - 2002
KPMG US 1980 - 1986
Deloitte 1978 - 1980
Skills
Financial Reporting, Financial Analysis, SEC filings, GAAP, XBRL, Accounting, Auditing, Budget Process, Mergers & Acquisitions, Project Management, Sarbanes-Oxley, Strategic Planning, Team Building, CPA, MBA
Education
University of St. Thomas 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Gustavus Adolphus College 1974 — 1978
Bachelor of Arts (B.A.), Accounting, Magna cum laude
Consultant 2013 - Present
Ameriprise Financial, Inc. 2006 - 2013
Salo LLC 2002 - 2006
Signal Bank (acquired by Associated Bank) 1986 - 2002
KPMG US 1980 - 1986
Deloitte 1978 - 1980
Skills
Financial Reporting, Financial Analysis, SEC filings, GAAP, XBRL, Accounting, Auditing, Budget Process, Mergers & Acquisitions, Project Management, Sarbanes-Oxley, Strategic Planning, Team Building, CPA, MBA
Education
University of St. Thomas 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Gustavus Adolphus College 1974 — 1978
Bachelor of Arts (B.A.), Accounting, Magna cum laude
Randy Cleveland's Ameriprise Financial, Inc. Experience March 1992 - Present
Job Financial Planner at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. March 1992 - Present
Education
Bucknell University 1986 — 1988
Bachelor’s Degree, Political Science and History
Frederick Community College 1984 — 1986
Associate’s Degree, General Studies
Ameriprise Financial, Inc. March 1992 - Present
Education
Bucknell University 1986 — 1988
Bachelor’s Degree, Political Science and History
Frederick Community College 1984 — 1986
Associate’s Degree, General Studies
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.