Ameriprise Financial Services
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 Services Employees
Employee
Years
Job
Industry
Candice Law Candice Law's Ameriprise Financial Services Experience September 2006 - February 2008
Job Senior Treasury Analyst at Cunningham Lindsey
Industry Insurance
Experience
Cunningham Lindsey May 2011 - Present
Citi June 2008 - April 2011
OMNI Financial Services February 2008 - June 2008
Ameriprise Financial Services September 2006 - February 2008
Skills
Microsoft Office, Finance, Outlook, Microsoft Excel, Accounting, Accounts Payable, Banking, Account Reconciliation, Loans, Spreadsheets, Forecasting, Funding, Cash Management, Treasury Management, Analysis
Education
Webster University 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of South Florida 2003 — 2008
Bachelor, Business Administration; Finance
Cunningham Lindsey May 2011 - Present
Citi June 2008 - April 2011
OMNI Financial Services February 2008 - June 2008
Ameriprise Financial Services September 2006 - February 2008
Skills
Microsoft Office, Finance, Outlook, Microsoft Excel, Accounting, Accounts Payable, Banking, Account Reconciliation, Loans, Spreadsheets, Forecasting, Funding, Cash Management, Treasury Management, Analysis
Education
Webster University 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of South Florida 2003 — 2008
Bachelor, Business Administration; Finance
Mitchell B. Jacobs Mitchell B. Jacobs's Ameriprise Financial Services Experience May 1995 - Present
Job Financial Advisor Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services May 1995 - Present
MMAR Group December 1991 - March 1994
Skills
Finance
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance
Ameriprise Financial Services May 1995 - Present
MMAR Group December 1991 - March 1994
Skills
Finance
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance
Don McGinnis Don McGinnis's Ameriprise Financial Services Experience August 2005 - December 2005
Job McGinnis Associates
Industry Marketing and Advertising
Experience
McGinnis Associates May 2009 - Present
MetLife March 2006 - March 2009
MetLife March 2004 - April 2006
Ameriprise Financial Services August 2005 - December 2005
McGinnis Insurance June 2002 - August 2004
Sun Microsystems January 2001 - December 2001
Digital Equipment Corporation January 1995 - December 1999
Digital Equipment Corporation January 1992 - December 1994
Digital Equipment Corporation January 1991 - December 1992
Digital Equipment Corporation January 1987 - December 1989
Education
University of Pennsylvania
MS, Mechanical Engineering
University of Pennsylvania - The Wharton School
MBA-equivalent, Business
McGinnis Associates May 2009 - Present
MetLife March 2006 - March 2009
MetLife March 2004 - April 2006
Ameriprise Financial Services August 2005 - December 2005
McGinnis Insurance June 2002 - August 2004
Sun Microsystems January 2001 - December 2001
Digital Equipment Corporation January 1995 - December 1999
Digital Equipment Corporation January 1992 - December 1994
Digital Equipment Corporation January 1991 - December 1992
Digital Equipment Corporation January 1987 - December 1989
Education
University of Pennsylvania
MS, Mechanical Engineering
University of Pennsylvania - The Wharton School
MBA-equivalent, Business
Chris Ellingworth, PMP Chris Ellingworth, PMP's Ameriprise Financial Services Experience 2005 - May 2009
Job IT Project Manager at Federal Reserve Bank of Minneapolis
Industry Banking
Experience
Federal Reserve Bank of Minneapolis January 2012 - Present
Federal Reserve Bank of Minneapolis December 2009 - January 2012
Ameriprise Financial Services 2005 - May 2009
Ameriprise Financial 2002 - 2005
Ameriprise Financial Advisors 2000 - 2002
Skills
Project Management, Software Development..., Software Development..., Technology Project..., Relationship Management, Program Management, Business Requirements, Reporting and Metrics, Strategic Communications, Business Process..., Marketing, Recruiting, Metrics, SDLC, Strategy, Leadership, Cross-functional Team..., Management
Education
Lee Hecht Harrison 2009 — 2009
University of Minnesota-Twin Cities
Liberal Arts, Speech-Communications
Federal Reserve Bank of Minneapolis January 2012 - Present
Federal Reserve Bank of Minneapolis December 2009 - January 2012
Ameriprise Financial Services 2005 - May 2009
Ameriprise Financial 2002 - 2005
Ameriprise Financial Advisors 2000 - 2002
Skills
Project Management, Software Development..., Software Development..., Technology Project..., Relationship Management, Program Management, Business Requirements, Reporting and Metrics, Strategic Communications, Business Process..., Marketing, Recruiting, Metrics, SDLC, Strategy, Leadership, Cross-functional Team..., Management
Education
Lee Hecht Harrison 2009 — 2009
University of Minnesota-Twin Cities
Liberal Arts, Speech-Communications
Gary H Schwartz CLU ChFC CRPC Gary H Schwartz CLU ChFC CRPC's Ameriprise Financial Services Experience November 2002 - November 2012
Job Author, Global Speaker and Senior Vice PresidentAdvisor Growth and Development
Industry Financial Services
Experience
North Star Resource Group February 2013 - Present
Ameriprise Financial Services November 2002 - November 2012
Securian Financial Group 1975 - 2002
Skills
Series 7, Mutual Funds, Financial Advisory, Retirement Planning, Asset Allocation, Sales Management, Business Strategy, Recruiting, Leadership, Coaching, Finance, Strategic Financial..., Banking, Small Business, Financial Services, Securities, Retirement, Wealth Management, Succession Planning, Insurance, Investment Advisory, Series 63, Estate Planning, 401k
Education
University of Minnesota - Carlson School of Management 1990 — 1995
Masters of Arts, Industrial Relations
University of Minnesota-Twin Cities 1971 — 1975
Bachelor of Arts-Business, Business, Economics, Statistics
North Star Resource Group February 2013 - Present
Ameriprise Financial Services November 2002 - November 2012
Securian Financial Group 1975 - 2002
Skills
Series 7, Mutual Funds, Financial Advisory, Retirement Planning, Asset Allocation, Sales Management, Business Strategy, Recruiting, Leadership, Coaching, Finance, Strategic Financial..., Banking, Small Business, Financial Services, Securities, Retirement, Wealth Management, Succession Planning, Insurance, Investment Advisory, Series 63, Estate Planning, 401k
Education
University of Minnesota - Carlson School of Management 1990 — 1995
Masters of Arts, Industrial Relations
University of Minnesota-Twin Cities 1971 — 1975
Bachelor of Arts-Business, Business, Economics, Statistics
Florence Annear,MBA,CRPC Florence Annear,MBA,CRPC's Ameriprise Financial Services Experience Financial AdvisorAmeriprise Financial Services, Inc.October 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Financial AdvisorAmeriprise Financial Services, Inc.October 1996 - Present
Womans Literary Union 2008 - 2009
Central Maine Medical Center 1965 - 1985
Education
University of New Hampshire-Manchester 1983 — 1986
MBA, Business/International Business
University of Maine 1975 — 1980
BS, Health Education
Ameriprise Financial Services Financial AdvisorAmeriprise Financial Services, Inc.October 1996 - Present
Womans Literary Union 2008 - 2009
Central Maine Medical Center 1965 - 1985
Education
University of New Hampshire-Manchester 1983 — 1986
MBA, Business/International Business
University of Maine 1975 — 1980
BS, Health Education
Robert McHattie Robert McHattie's Ameriprise Financial Services Experience March 2005 - May 2009
Job Financial Advisor at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial May 2009 - Present
Ameriprise Financial Services March 2005 - May 2009
Honeywell 2003 - 2004
Valspar March 1997 - April 2002
BNSF Railway November 1979 - September 1996
Skills
Retirement Planning, Estate Planning, Financial Planning, Investments, Securities
Education
University of St. Thomas - Opus College of Business 1992 — 1998
MBA, Marketing
University of Minnesota - Carlson School of Management 1974 — 1979
BS, Business - Regular
AdvisorNet Financial May 2009 - Present
Ameriprise Financial Services March 2005 - May 2009
Honeywell 2003 - 2004
Valspar March 1997 - April 2002
BNSF Railway November 1979 - September 1996
Skills
Retirement Planning, Estate Planning, Financial Planning, Investments, Securities
Education
University of St. Thomas - Opus College of Business 1992 — 1998
MBA, Marketing
University of Minnesota - Carlson School of Management 1974 — 1979
BS, Business - Regular
Kyle Jacobson Kyle Jacobson's Ameriprise Financial Services Experience March 2010 - May 2010
Job Financial Analyst III at Avid Technology
Industry Computer Software
Experience
Avid Technology April 2012 - Present
Qvidian May 2010 - April 2012
RTJ Concessions May 2006 - February 2011
Ameriprise Financial Services March 2010 - May 2010
Partners HealthCare January 2009 - August 2009
L-3 Communications June 2007 - September 2007
Skills
Microsoft Dynamics, Sales, PowerPoint, Salesforce.com, Microsoft Excel, SAP BPC, Accounting, Finance, Microsoft Office
Education
University of Massachusetts Lowell 2007 — 2011
Bachelor of Science; Dual, Finance and Management with a minor in Economics
Groton Dunstable
Avid Technology April 2012 - Present
Qvidian May 2010 - April 2012
RTJ Concessions May 2006 - February 2011
Ameriprise Financial Services March 2010 - May 2010
Partners HealthCare January 2009 - August 2009
L-3 Communications June 2007 - September 2007
Skills
Microsoft Dynamics, Sales, PowerPoint, Salesforce.com, Microsoft Excel, SAP BPC, Accounting, Finance, Microsoft Office
Education
University of Massachusetts Lowell 2007 — 2011
Bachelor of Science; Dual, Finance and Management with a minor in Economics
Groton Dunstable
Matt Borchert, CFP®, CRPC®'s Ameriprise Financial Services Experience 2006 - Present
Job Financial Advisor with Josewski & Associates a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services 2006 - Present
Education
University of Minnesota-Twin Cities
Applied Economics with an emphasis in Management and Finance
University of Minnesota - Carlson School of Management
Minor, Management
Ameriprise Financial Services 2006 - Present
Education
University of Minnesota-Twin Cities
Applied Economics with an emphasis in Management and Finance
University of Minnesota - Carlson School of Management
Minor, Management
Al Scherer's Ameriprise Financial Services Experience 1993 - 1998
Job Managing Director at NOVON Consulting
Industry Financial Services
Experience
NOVON Consulting ConsultantAmeriprise Financial2002 - 2007
Ameriprise Financial Services 1993 - 1998
Education
University of Minnesota - Carlson School of Management 1981 — 1984
NOVON Consulting ConsultantAmeriprise Financial2002 - 2007
Ameriprise Financial Services 1993 - 1998
Education
University of Minnesota - Carlson School of Management 1981 — 1984
Reuben D Brown's Ameriprise Financial Services Experience August 1991 - Present
Job Owner, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services August 1991 - Present
Ameriprise Financial Advisors 1991 - Present
Skills
Series 7, Mutual Funds, Education Funding, Retirement Planning, 401k Rollovers, Investments, Financial Advisory, Wealth Management, Retirement, 401k, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Ameriprise Financial Services August 1991 - Present
Ameriprise Financial Advisors 1991 - Present
Skills
Series 7, Mutual Funds, Education Funding, Retirement Planning, 401k Rollovers, Investments, Financial Advisory, Wealth Management, Retirement, 401k, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Noreen McCluskey's Ameriprise Financial Services Experience November 2013 - February 2014
Job Registered Investment Professional Seeking New Opportunity
Industry Financial Services
Experience
The Blue Orchid March 2014 - Present
Ameriprise Financial Services November 2013 - February 2014
Northwestern Mutual March 2012 - November 2013
Baystate Financial July 2011 - November 2011
Waddell & Reed December 2009 - June 2010
Deutsche Bank June 2009 - September 2009
Bank of America Investment Services February 2004 - February 2008
Skills
Office Management, Superior Client Service, Phone Etiquette, Microsoft Excel, Investments, Securities, Mutual Funds, MS Office, Trading, Operations Management, Writing, Time Management, Equities, Equity Research, ACATS, Wiring Funds, Executive Level..., Series 7, Series 63, Series 66, Life Accident and Health, Insurance
Education
Rittners School of Floral Design 1979 — 1979
Certificate in Floral Design
University of Massachusetts, Amherst 1974 — 1977
Bachelor's Degree, German Studies (1974-1977) Attended
Girls Latin School 1967 — 1973
High School, College Preparatory
The Blue Orchid March 2014 - Present
Ameriprise Financial Services November 2013 - February 2014
Northwestern Mutual March 2012 - November 2013
Baystate Financial July 2011 - November 2011
Waddell & Reed December 2009 - June 2010
Deutsche Bank June 2009 - September 2009
Bank of America Investment Services February 2004 - February 2008
Skills
Office Management, Superior Client Service, Phone Etiquette, Microsoft Excel, Investments, Securities, Mutual Funds, MS Office, Trading, Operations Management, Writing, Time Management, Equities, Equity Research, ACATS, Wiring Funds, Executive Level..., Series 7, Series 63, Series 66, Life Accident and Health, Insurance
Education
Rittners School of Floral Design 1979 — 1979
Certificate in Floral Design
University of Massachusetts, Amherst 1974 — 1977
Bachelor's Degree, German Studies (1974-1977) Attended
Girls Latin School 1967 — 1973
High School, College Preparatory
Carol Krone Rubler's Ameriprise Financial Services Experience June 2005 - March 2006
Job Metal Jewelry designer
Industry Design
Experience
Carol Rubler Designs 2011 - Present
Glen Lake Apartments January 2011 - August 2011
Atlanta Regional Commission March 2009 - January 2011
Sandy Springs Perimeter Chamber of Commerce January 2007 - 2011
Edward Jones Investments April 2008 - August 2009
A G EDWARDS FINANCIAL SERVICES March 2006 - February 2008
North Fulton PowerCore 2007 - 2008
AMERIPRISE FINANCIAL SERVICES June 2005 - March 2006
The Paper Gallery 2001 - 2005
THE PAPER GALLERY January 2001 - January 2004
Skills
Strategic Planning, Marketing, Email Marketing, Small Business, Lead Generation, Brand Development, Management, Advertising, Leadership, Jewelry Design, Handmade Jewelry, Trade Shows, Event Planning, Social Media Marketing, Marketing Strategy, Nonprofits, Marketing Communications, Business Development, Public Relations, Sales, Training, Public Speaking, Retail, Social Networking, Team Building, Event Management, Market Planning, Social Media, Coaching, Budgets, Strategy, Online Marketing
Education
University of Pittsburgh
Masters, Education
University of Pittsburgh
Bachelor of Arts, Masters Degree in Education
Carol Rubler Designs 2011 - Present
Glen Lake Apartments January 2011 - August 2011
Atlanta Regional Commission March 2009 - January 2011
Sandy Springs Perimeter Chamber of Commerce January 2007 - 2011
Edward Jones Investments April 2008 - August 2009
A G EDWARDS FINANCIAL SERVICES March 2006 - February 2008
North Fulton PowerCore 2007 - 2008
AMERIPRISE FINANCIAL SERVICES June 2005 - March 2006
The Paper Gallery 2001 - 2005
THE PAPER GALLERY January 2001 - January 2004
Skills
Strategic Planning, Marketing, Email Marketing, Small Business, Lead Generation, Brand Development, Management, Advertising, Leadership, Jewelry Design, Handmade Jewelry, Trade Shows, Event Planning, Social Media Marketing, Marketing Strategy, Nonprofits, Marketing Communications, Business Development, Public Relations, Sales, Training, Public Speaking, Retail, Social Networking, Team Building, Event Management, Market Planning, Social Media, Coaching, Budgets, Strategy, Online Marketing
Education
University of Pittsburgh
Masters, Education
University of Pittsburgh
Bachelor of Arts, Masters Degree in Education
Glenn Martin Jr.'s Ameriprise Financial Services Experience January 2009 - May 2010
Job Senior Financial Analyst at Landmark Aviation
Industry Financial Services
Experience
Landmark Aviation August 2014 - Present
Landmark Aviation June 2010 - August 2014
Ameriprise Financial Services January 2009 - May 2010
Martin Paper 1998 - 2008
Skills
Financial Analysis, Analysis, Variance Analysis, Budgets, Financial Reporting, Process Improvement, Accounting, Finance, Financial Modeling, Forecasting, Pricing, General Ledger, Sarbanes-Oxley Act, Account Reconciliation, Aviation
Education
University of Houston-Clear Lake
Bachelor of Business Administration (BBA), Management/Marketing
Landmark Aviation August 2014 - Present
Landmark Aviation June 2010 - August 2014
Ameriprise Financial Services January 2009 - May 2010
Martin Paper 1998 - 2008
Skills
Financial Analysis, Analysis, Variance Analysis, Budgets, Financial Reporting, Process Improvement, Accounting, Finance, Financial Modeling, Forecasting, Pricing, General Ledger, Sarbanes-Oxley Act, Account Reconciliation, Aviation
Education
University of Houston-Clear Lake
Bachelor of Business Administration (BBA), Management/Marketing
Andie (Andrea) Newberry's Ameriprise Financial Services Experience June 2010 - August 2011
Job Vice President, Human Resources Business Partner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services June 2010 - August 2011
Target June 2003 - July 2009
Target Corporation June 2001 - June 2003
Target Corporation June 1999 - June 2001
Skills
Performance Management, Talent Acquisition, Workforce Planning, Succession Planning, Talent Management, Employee Relations, Onboarding, Personnel Management, Human Resources, Change Management, Recruiting, Employee Benefits, Conflict Resolution, Strategy, Coaching
Education
University of Minnesota-Twin Cities
B.A., International Relations
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services June 2010 - August 2011
Target June 2003 - July 2009
Target Corporation June 2001 - June 2003
Target Corporation June 1999 - June 2001
Skills
Performance Management, Talent Acquisition, Workforce Planning, Succession Planning, Talent Management, Employee Relations, Onboarding, Personnel Management, Human Resources, Change Management, Recruiting, Employee Benefits, Conflict Resolution, Strategy, Coaching
Education
University of Minnesota-Twin Cities
B.A., International Relations
Teresa K. Rozek's Ameriprise Financial Services Experience January 2007 - 2011
Job Corporate Paralegal
Industry Law Practice
Experience
Wells Fargo September 2011 - Present
Ameriprise Financial Services January 2007 - 2011
Skills
Research, project...
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), English Studies
Wells Fargo September 2011 - Present
Ameriprise Financial Services January 2007 - 2011
Skills
Research, project...
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), English Studies
Tony Knetter's Ameriprise Financial Services Experience March 1999 - February 2004
Job Retail Professional
Industry Retail
Experience
Llamma Corp 2004 - 2012
Ameriprise Financial Services March 1999 - February 2004
IGA Washburn WI 1989 - 1991
Skills
Microsoft Excel
Education
University of Minnesota-Twin Cities 1992 — 1994
Music Theory and Composition
Llamma Corp 2004 - 2012
Ameriprise Financial Services March 1999 - February 2004
IGA Washburn WI 1989 - 1991
Skills
Microsoft Excel
Education
University of Minnesota-Twin Cities 1992 — 1994
Music Theory and Composition
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.