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
Stephanie Schmolze Stephanie Schmolze's Ameriprise Financial, Inc. Experience June 2006 - Present
Job Technologies Engagement Manager at Ameriprise Financial, Inc
Industry Financial Services
Experience
Ameriprise Financial, Inc June 2006 - Present
Ameriprise Financial Services, Inc. 2006 - Present
American Express Financial Advisors 1994 - 2006
American Express June 1998 - October 2005
Skills
Business Analysis, Vendor Management, Financial Services, SDLC, PMO, Project Portfolio..., Risk Management, Process Improvement, Program Management, IT Strategy, Business Process..., Project Management
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor of Arts (B.A.), Economics
Ameriprise Financial, Inc June 2006 - Present
Ameriprise Financial Services, Inc. 2006 - Present
American Express Financial Advisors 1994 - 2006
American Express June 1998 - October 2005
Skills
Business Analysis, Vendor Management, Financial Services, SDLC, PMO, Project Portfolio..., Risk Management, Process Improvement, Program Management, IT Strategy, Business Process..., Project Management
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor of Arts (B.A.), Economics
Julie Kloster Julie Kloster's Ameriprise Financial, Inc. Experience 1978 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1978 - September 2012
Ameriprise Financial Services, Inc. 2008 - 2012
Ameriprise Financial Inc 1978 - 2012
Skills
Financial Services, Business Analysis, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Fixed Income, Asset Management, Vendor Management, Financial Risk
Education
University of Minnesota-Twin Cities 2013 — 2013
Agricultural and Extension Education Services
Ameriprise Financial Services, Inc. December 1978 - September 2012
Ameriprise Financial Services, Inc. 2008 - 2012
Ameriprise Financial Inc 1978 - 2012
Skills
Financial Services, Business Analysis, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Fixed Income, Asset Management, Vendor Management, Financial Risk
Education
University of Minnesota-Twin Cities 2013 — 2013
Agricultural and Extension Education Services
A. Eli Cohen A. Eli Cohen's Ameriprise Financial, Inc. Experience November 2004 - July 2006
Job Market Sales & Product Expert at REI
Industry Sporting Goods
Experience
Big PIstachio January 2011 - Present
Recreational Equipment, Inc September 2006 - Present
Red Licorice Events December 2008 - December 2011
University of Arizona Fraternity & Sorority Programs January 2006 - July 2006
Ameriprise Financial, Inc November 2004 - July 2006
Skills
Marketing, Social Media Marketing, Customer Service, Event Management, Event Planning, Sales, Public Speaking, Marketing Strategy, Social Media, Strategic Planning, Fundraising, Marketing Communications, New Business Development, Salesforce.com, Account Management, Training, Trade Shows, Coaching, Retail, Budgets, Social Networking, Analysis
Education
University of Arizona 2001 — 2006
Bachelor of Science, History
Big PIstachio January 2011 - Present
Recreational Equipment, Inc September 2006 - Present
Red Licorice Events December 2008 - December 2011
University of Arizona Fraternity & Sorority Programs January 2006 - July 2006
Ameriprise Financial, Inc November 2004 - July 2006
Skills
Marketing, Social Media Marketing, Customer Service, Event Management, Event Planning, Sales, Public Speaking, Marketing Strategy, Social Media, Strategic Planning, Fundraising, Marketing Communications, New Business Development, Salesforce.com, Account Management, Training, Trade Shows, Coaching, Retail, Budgets, Social Networking, Analysis
Education
University of Arizona 2001 — 2006
Bachelor of Science, History
Stephanie Munson, SPHR Stephanie Munson, SPHR's Ameriprise Financial, Inc. Experience February 2006 - July 2011
Job Principal Employee Relations Specialist at Medtronic
Industry Medical Devices
Experience
Medtronic October 2014 - Present
Medtronic March 2014 - October 2014
Medtronic August 2011 - March 2014
Ameriprise Financial, Inc February 2006 - July 2011
STAR Services, Inc. January 1999 - February 2006
STAR Services, Inc. March 1997 - January 1999
STAR Services, Inc. July 1996 - March 1997
Skills
Employee Relations, Employee Benefits, Recruiting, Human Resources, HR Policies, Personnel Management, Onboarding, Employee Engagement, HRIS, New Hire Orientations, Training, Temporary Placement, Interviews, Performance Management, Workforce Planning, Employment Law..., Affirmative Action...
Education
Saint Mary's University of Minnesota 2005 — 2007
Masters of Arts, Human Resource Management
Richard Stockton College of New Jersey 1992 — 1996
Bachelor of Science, Speech Pathology and Audiology
Medtronic October 2014 - Present
Medtronic March 2014 - October 2014
Medtronic August 2011 - March 2014
Ameriprise Financial, Inc February 2006 - July 2011
STAR Services, Inc. January 1999 - February 2006
STAR Services, Inc. March 1997 - January 1999
STAR Services, Inc. July 1996 - March 1997
Skills
Employee Relations, Employee Benefits, Recruiting, Human Resources, HR Policies, Personnel Management, Onboarding, Employee Engagement, HRIS, New Hire Orientations, Training, Temporary Placement, Interviews, Performance Management, Workforce Planning, Employment Law..., Affirmative Action...
Education
Saint Mary's University of Minnesota 2005 — 2007
Masters of Arts, Human Resource Management
Richard Stockton College of New Jersey 1992 — 1996
Bachelor of Science, Speech Pathology and Audiology
Jennifer Yeaton, CLF® Jennifer Yeaton, CLF®'s Ameriprise Financial, Inc. Experience January 2008 - March 2009
Job Advanced Markets Director at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
MetLife August 2012 - July 2013
New England Financial July 2009 - August 2012
Ameriprise Financial, INC January 2008 - March 2009
Ameriprise Financial Services, Inc. October 2002 - January 2008
Carlson Wagonlit Travel April 2002 - October 2002
American Express January 2000 - December 2001
American Express January 1999 - December 1999
American Express January 1995 - December 1998
American Express January 1992 - December 1994
Skills
Leadership, Insurance, Life Insurance, Mutual Funds, Coaching, Business Planning, Management, Strategy, Recruiting, Training, Employee Training, Financial Services, Competitive Analysis, Marketing Strategy, Retirement Planning, Sales, Business Development, Marketing
Education
The American College 2012 — 2013
Chartered Leadership Fellow, Organizational Leadership
MetLife July 2013 - Present
MetLife August 2012 - July 2013
New England Financial July 2009 - August 2012
Ameriprise Financial, INC January 2008 - March 2009
Ameriprise Financial Services, Inc. October 2002 - January 2008
Carlson Wagonlit Travel April 2002 - October 2002
American Express January 2000 - December 2001
American Express January 1999 - December 1999
American Express January 1995 - December 1998
American Express January 1992 - December 1994
Skills
Leadership, Insurance, Life Insurance, Mutual Funds, Coaching, Business Planning, Management, Strategy, Recruiting, Training, Employee Training, Financial Services, Competitive Analysis, Marketing Strategy, Retirement Planning, Sales, Business Development, Marketing
Education
The American College 2012 — 2013
Chartered Leadership Fellow, Organizational Leadership
Robert Ngwu Robert Ngwu's Ameriprise Financial, Inc. Experience July 2000 - February 2007
Job Vice Commissioner at Ministry of Environment & Mineral Resources
Industry International Trade and Development
Experience
Ministry of Environment & Mineral Resources August 2011 - Present
MegaSouk, Inc June 2006 - Present
National Black MBA Association January 2009 - September 2011
Global Netcom & Global Commercial REIT February 2005 - December 2010
Ameriprise Financial Inc. July 2000 - February 2007
Skills
Strategy, Competitive Analysis, Access Control, Finance, Mergers, Strategic Planning, Investment Properties, Leadership, Entrepreneurship, Financial Analysis, Process Improvement, Management, Product Management, Analysis, Mergers & Acquisitions, Negotiation, Policy, Project Management, Business Planning, Portfolio Management, Business Strategy, Recruiting, Data Analysis, Executive Management, Relationship Management, Management Consulting, Six Sigma, Government, Business Development, Program Management, International..., Cross-functional Team..., Procurement, Business Process...
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Executive Business, Strategic Alliance, Global Business
University of Phoenix 2003 — 2006
MBA, Global Management
American Express Education 2003 — 2003
Six Sigma, Project Management
National Association of Security Dealers 2001 — 2003
Series 6, 7 & 63, Finance
University of Minnesota-Twin Cities 1996 — 1999
BA, Economics
University of Nigeria 1991 — 1995
BS, Economics
Institute of Management and Technology 1991 — 1994
ND, Mass Communication
Ministry of Environment & Mineral Resources August 2011 - Present
MegaSouk, Inc June 2006 - Present
National Black MBA Association January 2009 - September 2011
Global Netcom & Global Commercial REIT February 2005 - December 2010
Ameriprise Financial Inc. July 2000 - February 2007
Skills
Strategy, Competitive Analysis, Access Control, Finance, Mergers, Strategic Planning, Investment Properties, Leadership, Entrepreneurship, Financial Analysis, Process Improvement, Management, Product Management, Analysis, Mergers & Acquisitions, Negotiation, Policy, Project Management, Business Planning, Portfolio Management, Business Strategy, Recruiting, Data Analysis, Executive Management, Relationship Management, Management Consulting, Six Sigma, Government, Business Development, Program Management, International..., Cross-functional Team..., Procurement, Business Process...
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Executive Business, Strategic Alliance, Global Business
University of Phoenix 2003 — 2006
MBA, Global Management
American Express Education 2003 — 2003
Six Sigma, Project Management
National Association of Security Dealers 2001 — 2003
Series 6, 7 & 63, Finance
University of Minnesota-Twin Cities 1996 — 1999
BA, Economics
University of Nigeria 1991 — 1995
BS, Economics
Institute of Management and Technology 1991 — 1994
ND, Mass Communication
Phillip Potter Phillip Potter's Ameriprise Financial, Inc. Experience November 2004 - December 2005
Job Program Manager American Power Systems, Inc.
Industry Automotive
Experience
American Power Systems, Inc July 2006 - Present
American Power Systems, Inc. June 2004 - Present
Philco Vending January 2003 - January 2006
Ameriprise Financial, Inc November 2004 - December 2005
Best Buy August 2000 - November 2001
Education
St. Ambrose University
Bachelor of Elected Studies, Business and Music
St. Ambrose University 2000 — 2004
Bachelor of Arts, Elected Studies - Business
Notre Dame High School
American Power Systems, Inc July 2006 - Present
American Power Systems, Inc. June 2004 - Present
Philco Vending January 2003 - January 2006
Ameriprise Financial, Inc November 2004 - December 2005
Best Buy August 2000 - November 2001
Education
St. Ambrose University
Bachelor of Elected Studies, Business and Music
St. Ambrose University 2000 — 2004
Bachelor of Arts, Elected Studies - Business
Notre Dame High School
Jon Kaplan, MBA Jon Kaplan, MBA's Ameriprise Financial, Inc. Experience November 2006 - August 2007
Job Direct Marketing Specialist20 Years of Experience
Industry Marketing and Advertising
Experience
Savvysherpa, Inc. August 2011 - May 2013
MECLABS Leads Group January 2008 - August 2011
AMERIPRISE FINANCIAL INC November 2006 - August 2007
VALIC April 1996 - September 2006
Skills
Training & Development, Email Marketing, Staff Mentoring, Data Analysis, Direct Marketing, Mentoring, Team Leadership, Consumer Behavior, Project Management, Staff Supervision, Customer Relationship..., Marketing Communications, Management of..., Marketing Medical..., Interactive Marketing, Social Media Marketing, Lead Generation, Conducting Interviews, Personnel Recruiting, Coaching Staff, Call Canter Supervision, Computer Software..., Marketing, Management, Sales, Employee Training, Consumer Behaviour, Personnel Selection, Social Media, Leadership, Advertising, CRM, Customer Service, B2B Marketing
Education
University of Saint Thomas - School of Business 2008 — 2011
Masters, Marketing
University of Minnesota - Carlson School of Management 1983 — 1987
Bachelors, Accounting
Savvysherpa, Inc. August 2011 - May 2013
MECLABS Leads Group January 2008 - August 2011
AMERIPRISE FINANCIAL INC November 2006 - August 2007
VALIC April 1996 - September 2006
Skills
Training & Development, Email Marketing, Staff Mentoring, Data Analysis, Direct Marketing, Mentoring, Team Leadership, Consumer Behavior, Project Management, Staff Supervision, Customer Relationship..., Marketing Communications, Management of..., Marketing Medical..., Interactive Marketing, Social Media Marketing, Lead Generation, Conducting Interviews, Personnel Recruiting, Coaching Staff, Call Canter Supervision, Computer Software..., Marketing, Management, Sales, Employee Training, Consumer Behaviour, Personnel Selection, Social Media, Leadership, Advertising, CRM, Customer Service, B2B Marketing
Education
University of Saint Thomas - School of Business 2008 — 2011
Masters, Marketing
University of Minnesota - Carlson School of Management 1983 — 1987
Bachelors, Accounting
Chantal Thompson Chantal Thompson's Ameriprise Financial, Inc. Experience October 2003 - April 2005
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments May 2012 - June 2013
The Home for Little Wanderers June 2011 - May 2012
Crittenton Women's Union October 2010 - October 2011
South Shore Mental Health May 2010 - June 2011
the Dean September 2007 - October 2009
Red Bull North America October 2007 - August 2009
Ameriprise Financial, Inc October 2003 - April 2005
Skills
Community Outreach, Finance, Management, Marketing, Microsoft Excel, Microsoft Office, Non-profits, Nonprofits, Outlook, Social Media
Education
University of Massachusetts Boston 2009 — 2012
Masters of Science, Family Therapy
University of Connecticut 2005 — 2009
Bachelor of Arts, Human Development and Family Studies
Fidelity Investments June 2013 - Present
Fidelity Investments May 2012 - June 2013
The Home for Little Wanderers June 2011 - May 2012
Crittenton Women's Union October 2010 - October 2011
South Shore Mental Health May 2010 - June 2011
the Dean September 2007 - October 2009
Red Bull North America October 2007 - August 2009
Ameriprise Financial, Inc October 2003 - April 2005
Skills
Community Outreach, Finance, Management, Marketing, Microsoft Excel, Microsoft Office, Non-profits, Nonprofits, Outlook, Social Media
Education
University of Massachusetts Boston 2009 — 2012
Masters of Science, Family Therapy
University of Connecticut 2005 — 2009
Bachelor of Arts, Human Development and Family Studies
Nikol Gianopoulos Nikol Gianopoulos's Ameriprise Financial, Inc. Experience January 2000 - January 2004
Job Senior Paralegal
Industry Financial Services
Experience
Inspirus Credit Union September 2015 - Present
Voya Financial October 2013 - June 2015
Sewtropolis July 2009 - December 2013
Robert Half February 2011 - October 2013
Ameriprise Financial January 2004 - May 2009
AMERIPRISE FINANCIAL, INC January 2000 - January 2004
DEPARTMENT OF THE AIR FORCE January 1997 - September 1999
UNITED STATES AIR FORCE January 1992 - January 1997
Skills
Insurance, Writing, Research, Public Speaking, Securities, Small Business, Social Media, Customer Service, Strategic Planning, Coaching, Event Planning, Microsoft Excel, Financial Services, Risk Management, Editing, Corporate Law, PowerPoint, Process Improvement, Team Building, Management, Leadership, Sewing, Hand Knitting, Quilting, Applique, Blogging, Craft, Legal Research, Marketing, Legal Writing, Strategy, Litigation, Online Marketing, Retail, Social Media Marketing
Education
University of Maryland University College 1995 — 1997
B.S
Spokane Falls Community College 1985 — 1988
Inspirus Credit Union September 2015 - Present
Voya Financial October 2013 - June 2015
Sewtropolis July 2009 - December 2013
Robert Half February 2011 - October 2013
Ameriprise Financial January 2004 - May 2009
AMERIPRISE FINANCIAL, INC January 2000 - January 2004
DEPARTMENT OF THE AIR FORCE January 1997 - September 1999
UNITED STATES AIR FORCE January 1992 - January 1997
Skills
Insurance, Writing, Research, Public Speaking, Securities, Small Business, Social Media, Customer Service, Strategic Planning, Coaching, Event Planning, Microsoft Excel, Financial Services, Risk Management, Editing, Corporate Law, PowerPoint, Process Improvement, Team Building, Management, Leadership, Sewing, Hand Knitting, Quilting, Applique, Blogging, Craft, Legal Research, Marketing, Legal Writing, Strategy, Litigation, Online Marketing, Retail, Social Media Marketing
Education
University of Maryland University College 1995 — 1997
B.S
Spokane Falls Community College 1985 — 1988
Kareem Memon Kareem Memon's Ameriprise Financial, Inc. Experience August 2007 - July 2009
Job Information Tester at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard March 2014 - Present
IBM May 2013 - Present
Verizon April 2012 - March 2013
FedEx August 2009 - February 2012
Ameriprise Financial Inc. August 2007 - July 2009
Skills
Regression Testing, Test Strategy, Quality Assurance, Testing, Quality Center, Test Cases, Agile Methodologies, Test Planning, User Acceptance Testing, System Testing, Manual Testing, Defect Tracking, SDLC, Integration Testing, Test Management, QTP, Software Quality..., Agile Testing, Test Execution, Defect Life Cycle, Mobile Testing, Requirements Analysis, System Integration..., SQL, Integration, HP Quality Center, Functional Testing, ETL, Test Automation, mobile test, Mobile Applications
Education
University of Sindh
Bachelor of Commerce (BCom), Business/Commerce, General
Hewlett-Packard March 2014 - Present
IBM May 2013 - Present
Verizon April 2012 - March 2013
FedEx August 2009 - February 2012
Ameriprise Financial Inc. August 2007 - July 2009
Skills
Regression Testing, Test Strategy, Quality Assurance, Testing, Quality Center, Test Cases, Agile Methodologies, Test Planning, User Acceptance Testing, System Testing, Manual Testing, Defect Tracking, SDLC, Integration Testing, Test Management, QTP, Software Quality..., Agile Testing, Test Execution, Defect Life Cycle, Mobile Testing, Requirements Analysis, System Integration..., SQL, Integration, HP Quality Center, Functional Testing, ETL, Test Automation, mobile test, Mobile Applications
Education
University of Sindh
Bachelor of Commerce (BCom), Business/Commerce, General
Peter Dold, CFP® Peter Dold, CFP®'s Ameriprise Financial, Inc. Experience August 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Inc. August 2004 - Present
Brooklyns Pizza & Pasta 1996 - 1998
United States Navy 1991 - 1995
Education
San Diego State University-California State University 1998 — 2001
Financial Services
Ameriprise Financial Inc. August 2004 - Present
Brooklyns Pizza & Pasta 1996 - 1998
United States Navy 1991 - 1995
Education
San Diego State University-California State University 1998 — 2001
Financial Services
Lorrie Miller, MBA, CPA Lorrie Miller, MBA, CPA's Ameriprise Financial, Inc. Experience March 2003 - March 2009
Job Director of Accounting at United Healthcare
Industry Financial Services
Experience
United Healthcare April 2010 - Present
Ameriprise Financial, Inc March 2003 - March 2009
American Express Financial Advisors March 2003 - September 2005
American Express March 2003 - September 2005
GE Capital Fleet Services October 2001 - January 2003
PeopleNet Communications October 2000 - September 2001
St. Paul Companies September 1998 - November 1999
Cargill August 1988 - September 1998
USBank August 1984 - August 1988
Education
University of St. Thomas - Opus College of Business 1995 — 1998
MBA, Finance
St. Cloud State University 1980 — 1984
BS, Accounting
United Healthcare April 2010 - Present
Ameriprise Financial, Inc March 2003 - March 2009
American Express Financial Advisors March 2003 - September 2005
American Express March 2003 - September 2005
GE Capital Fleet Services October 2001 - January 2003
PeopleNet Communications October 2000 - September 2001
St. Paul Companies September 1998 - November 1999
Cargill August 1988 - September 1998
USBank August 1984 - August 1988
Education
University of St. Thomas - Opus College of Business 1995 — 1998
MBA, Finance
St. Cloud State University 1980 — 1984
BS, Accounting
Barb Smith Barb Smith's Ameriprise Financial, Inc. Experience June 1997 - July 1999
Job Sr. Administrative Assistant at Amerirprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2005 - Present
Ameriprise Financial Advisors 2005 - Present
Ameriprise Financial February 2003 - April 2005
Ameriprise Financial Services, Inc. February 2001 - February 2003
Ameriprise Financial Services, Inc. July 1999 - February 2001
Ameriprise Financial Inc. June 1997 - July 1999
Skills
Lotus Notes, PeopleSoft, Concur, Visio, Financial Services, Vendor Management, Process Improvement, Insurance, Access, Mutual Funds, Business Analysis, Onboarding, Requirements Gathering, Change Management, Time Management, Risk Management, SharePoint, Relationship Management, Training, SDLC, Business Process, Business Process..., Analysis, Program Management, Leadership, Microsoft Office
Education
Sacred Heart University 1986 — 1988
bs, Business Administration and Management, General
Katharine Gibbs 1978 — 1979
one year certificate, one year certificate
Notre Dame High School
Notre Dame High School
Ameriprise Financial April 2005 - Present
Ameriprise Financial Advisors 2005 - Present
Ameriprise Financial February 2003 - April 2005
Ameriprise Financial Services, Inc. February 2001 - February 2003
Ameriprise Financial Services, Inc. July 1999 - February 2001
Ameriprise Financial Inc. June 1997 - July 1999
Skills
Lotus Notes, PeopleSoft, Concur, Visio, Financial Services, Vendor Management, Process Improvement, Insurance, Access, Mutual Funds, Business Analysis, Onboarding, Requirements Gathering, Change Management, Time Management, Risk Management, SharePoint, Relationship Management, Training, SDLC, Business Process, Business Process..., Analysis, Program Management, Leadership, Microsoft Office
Education
Sacred Heart University 1986 — 1988
bs, Business Administration and Management, General
Katharine Gibbs 1978 — 1979
one year certificate, one year certificate
Notre Dame High School
Notre Dame High School
Rodney Simms, CHFC, CFP's Ameriprise Financial, Inc. Experience January 1989 - January 2014
Job Managing Partner with Gradient Capital Advisors, LLC
Industry Financial Services
Experience
Gradient Capital Advisors, LLC January 2014 - Present
Ameriprise Financial, Inc January 1989 - January 2014
Skills
Certified Financial..., Asset Managment, Business Strategy, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory
Education
American College, Bryn Mawr, PA 1992 — 1994
MSFS, Finance
Point Loma Nazarene University 1984 — 1988
BA, Business Adm.
Gradient Capital Advisors, LLC January 2014 - Present
Ameriprise Financial, Inc January 1989 - January 2014
Skills
Certified Financial..., Asset Managment, Business Strategy, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory
Education
American College, Bryn Mawr, PA 1992 — 1994
MSFS, Finance
Point Loma Nazarene University 1984 — 1988
BA, Business Adm.
Sacksteder, David's Ameriprise Financial, Inc. Experience 2000 - Present
Job Process Analyst/Control Manager at Ameriprise Financial Inc.
Industry Financial Services
Paul Camera's Ameriprise Financial, Inc. Experience April 2007 - March 2010
Job Information Management at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting Inc March 2010 - Present
Ameriprise Financial, Inc April 2007 - March 2010
Ameriprise Financial, Inc April 2004 - April 2007
American Express August 2003 - April 2004
American Express February 2002 - August 2003
Skills
Financial Services, Business Analysis, Financial Modeling, Financial Analysis, Process Improvement, Vendor Management, Business Process..., Risk Management, Business Transformation, Change Management, IT Strategy, Business Intelligence, Program Management, Business Process..., Finance, Strategic Planning, Management Consulting, Financial Risk, Forecasting, Analytics
Education
University of Brighton 1992 — 1996
BA (Hons), Business Studies
Deloitte Consulting Inc March 2010 - Present
Ameriprise Financial, Inc April 2007 - March 2010
Ameriprise Financial, Inc April 2004 - April 2007
American Express August 2003 - April 2004
American Express February 2002 - August 2003
Skills
Financial Services, Business Analysis, Financial Modeling, Financial Analysis, Process Improvement, Vendor Management, Business Process..., Risk Management, Business Transformation, Change Management, IT Strategy, Business Intelligence, Program Management, Business Process..., Finance, Strategic Planning, Management Consulting, Financial Risk, Forecasting, Analytics
Education
University of Brighton 1992 — 1996
BA (Hons), Business Studies
Alex Wincell's Ameriprise Financial, Inc. Experience August 2006 - June 2008
Job Sr. Project Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters May 2010 - Present
Project Management Institute of Minnesota January 2010 - Present
Self Employed April 2009 - May 2010
Wolters Kluwer Financial Services, Inc. July 2008 - April 2009
AMERIPRISE FINANCIAL, INC August 2006 - June 2008
TECH PRO June 2004 - August 2006
Target Corporation March 2002 - December 2002
Target Corporation October 2001 - February 2002
Target Corporation August 2000 - October 2001
Conseco Finance, Inc. March 1999 - August 2000
Skills
Project Portfolio..., Program Management, PMP, Cross-functional Team..., Business Process, Project Management, Integration, MS Project, Risk Management, PMO, Management, Business Analysis, Training, Strategy, Software Documentation, Vendor Management, Access, Change Management, Quality Assurance, Management Consulting, Leadership, Strategic Planning, Budgets, Product Management, Process Improvement, Business Process..., Software Development, Product Development, Project Planning, Software Project..., Visio, Business Intelligence, Project Delivery, IT Management, Agile Project Management, SDLC, Requirements Analysis
Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management
Wells College
BA, Cultural Anthropology
Thomson Reuters May 2010 - Present
Project Management Institute of Minnesota January 2010 - Present
Self Employed April 2009 - May 2010
Wolters Kluwer Financial Services, Inc. July 2008 - April 2009
AMERIPRISE FINANCIAL, INC August 2006 - June 2008
TECH PRO June 2004 - August 2006
Target Corporation March 2002 - December 2002
Target Corporation October 2001 - February 2002
Target Corporation August 2000 - October 2001
Conseco Finance, Inc. March 1999 - August 2000
Skills
Project Portfolio..., Program Management, PMP, Cross-functional Team..., Business Process, Project Management, Integration, MS Project, Risk Management, PMO, Management, Business Analysis, Training, Strategy, Software Documentation, Vendor Management, Access, Change Management, Quality Assurance, Management Consulting, Leadership, Strategic Planning, Budgets, Product Management, Process Improvement, Business Process..., Software Development, Product Development, Project Planning, Software Project..., Visio, Business Intelligence, Project Delivery, IT Management, Agile Project Management, SDLC, Requirements Analysis
Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management
Wells College
BA, Cultural Anthropology
Beth Florey's Ameriprise Financial, Inc. Experience 1984 - 2008
Job Finance Manager at Optum
Industry Financial Services
Experience
Optum August 2009 - Present
Certes Financial Pros July 2008 - May 2009
ELCA Board of Pensions 2008 - 2009
Ameriprise Financial, Inc 1984 - 2008
American Express Financial Advisors 1984 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Budgets, Forecasting, Finance, Leadership, Management, Financial Analysis, Program Management, Accounting, Investments, Process Improvement, Analysis, Strategic Planning, Financial Reporting, Strategic Financial..., Sarbanes-Oxley Act
Education
University of Minnesota-Twin Cities 1985 — 1989
MBA, Management and Accounting
University of Wisconsin-Eau Claire
Optum August 2009 - Present
Certes Financial Pros July 2008 - May 2009
ELCA Board of Pensions 2008 - 2009
Ameriprise Financial, Inc 1984 - 2008
American Express Financial Advisors 1984 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Budgets, Forecasting, Finance, Leadership, Management, Financial Analysis, Program Management, Accounting, Investments, Process Improvement, Analysis, Strategic Planning, Financial Reporting, Strategic Financial..., Sarbanes-Oxley Act
Education
University of Minnesota-Twin Cities 1985 — 1989
MBA, Management and Accounting
University of Wisconsin-Eau Claire
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
Brian Edlund's Ameriprise Financial, Inc. Experience 1996 - Present
Job Senior Account Analyst at Ameriprise
Industry Accounting
Experience
Ameriprise Financial Inc. 1996 - Present
Skills
Mutual Funds
Education
University of Minnesota-Duluth 1991 — 1993
Bachelor of Business Administration, Finance
Ameriprise Financial Inc. 1996 - Present
Skills
Mutual Funds
Education
University of Minnesota-Duluth 1991 — 1993
Bachelor of Business Administration, Finance
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
Adam Rosier's Ameriprise Financial, Inc. Experience March 1992 - Present
Job Financial Advisor, Ameriprise Financial Inc
Industry Financial Services
Experience
Ameriprise Financial Inc March 1992 - Present
Education
University of Michigan 1988 — 1992
Bachelors of Arts, English and Philosophy
Ameriprise Financial Inc March 1992 - Present
Education
University of Michigan 1988 — 1992
Bachelors of Arts, English and Philosophy
Jeffrey Huff's Ameriprise Financial, Inc. Experience November 1987 - December 2011
Job Senior Underwriter at Prudential Financial
Industry Insurance
Experience
Prudential Financial May 2015 - Present
Long Term Care Group September 2012 - May 2015
Royal Neighbors of Am. February 2012 - March 2013
Ameriprise Financial, Inc November 1987 - December 2011
American Express March 1993 - April 2006
Skills
Underwriting, General Insurance, MS Office Suite, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Leadership, Microsoft Office, Training
Education
CollegeSt. Cloud State University 1981 — 1985
BS Photographic, Engineering
St. Cloud State University 1981 — 1985
BS, Photographic Engineering
Prudential Financial May 2015 - Present
Long Term Care Group September 2012 - May 2015
Royal Neighbors of Am. February 2012 - March 2013
Ameriprise Financial, Inc November 1987 - December 2011
American Express March 1993 - April 2006
Skills
Underwriting, General Insurance, MS Office Suite, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Leadership, Microsoft Office, Training
Education
CollegeSt. Cloud State University 1981 — 1985
BS Photographic, Engineering
St. Cloud State University 1981 — 1985
BS, Photographic Engineering
Jorge Rego's Ameriprise Financial, Inc. Experience February 2009 - Present
Job Sr Desktop Analyst Support at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
AMERIPRISE FINANCIAL, INC February 2009 - Present
Citi January 2005 - May 2009
Skills
Citrix, Windows Server, XP, Technical Support, Blackberry Enterprise..., Disaster Recovery, SharePoint, Desktop Application..., VPN, Troubleshooting, Hardware, Help Desk Support, Printers, Lotus Notes, Norton Ghost, Windows XP, Computer Hardware, Software Installation, Laptops, Blackberry, System Deployment, Switches, SCCM, HTML, Microsoft Office, MobileIron
Education
Universidade Nova de Lisboa
AMERIPRISE FINANCIAL, INC February 2009 - Present
Citi January 2005 - May 2009
Skills
Citrix, Windows Server, XP, Technical Support, Blackberry Enterprise..., Disaster Recovery, SharePoint, Desktop Application..., VPN, Troubleshooting, Hardware, Help Desk Support, Printers, Lotus Notes, Norton Ghost, Windows XP, Computer Hardware, Software Installation, Laptops, Blackberry, System Deployment, Switches, SCCM, HTML, Microsoft Office, MobileIron
Education
Universidade Nova de Lisboa
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.