Ameriprise Financial Services, 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. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Alissa (Alissa Petersen) Schallock Alissa (Alissa Petersen) Schallock's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Sr. Business Project Coordinator
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo August 2008 - February 2012
Applebees International 2005 - 2009
New Reflections Salon & Spa 2006 - 2008
Skills
Data Entry, Customer Service, Microsoft Excel, Leadership, Outlook, Time Management, Sales, Event Planning, PowerPoint, Microsoft Word, Customer Satisfaction, Training, Process Scheduler, Human Resources, Inventory Management, Microsoft Office, Budgets, Administrative..., Recruiting, Interviews, Making Deadlines, Employee Engagement, Community Outreach, Internal Communications, Presentation Design, Lotus Notes, Goal Seek, Networking, Creative Solutions
Education
Capella University 2010 — 2014
Bachelor of Science in Business (BS), Human Resources Management, Graduated with a 3.96 GPA
St. Cloud State University 2005 — 2006
Business
Winona State University 2004 — 2005
Mass Communications
Delano High School 2000 — 2004
diploma
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo August 2008 - February 2012
Applebees International 2005 - 2009
New Reflections Salon & Spa 2006 - 2008
Skills
Data Entry, Customer Service, Microsoft Excel, Leadership, Outlook, Time Management, Sales, Event Planning, PowerPoint, Microsoft Word, Customer Satisfaction, Training, Process Scheduler, Human Resources, Inventory Management, Microsoft Office, Budgets, Administrative..., Recruiting, Interviews, Making Deadlines, Employee Engagement, Community Outreach, Internal Communications, Presentation Design, Lotus Notes, Goal Seek, Networking, Creative Solutions
Education
Capella University 2010 — 2014
Bachelor of Science in Business (BS), Human Resources Management, Graduated with a 3.96 GPA
St. Cloud State University 2005 — 2006
Business
Winona State University 2004 — 2005
Mass Communications
Delano High School 2000 — 2004
diploma
Matthew Ruderman's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Design Engineer: SharePoint at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Best Buy December 2012 - December 2014
Best Buy August 2010 - November 2012
Best Buy August 2008 - September 2010
Best Buy November 2007 - August 2008
Best Buy March 2007 - November 2007
Skills
SharePoint, SharePoint Designer, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, HTML, Troubleshooting, Windows 7, Retail, Microsoft Office, Process Improvement, Social Media, Training, Customer Satisfaction, Social Networking, Team Leadership, Outlook, Business Process..., Visio, Software Documentation, Leadership
Education
Capella University 2010 — 2016
BS, Information Assurance and Security
Hopkins High School 2000 — 2003
Diploma, General Studies
Ameriprise Financial Services, Inc. January 2015 - Present
Best Buy December 2012 - December 2014
Best Buy August 2010 - November 2012
Best Buy August 2008 - September 2010
Best Buy November 2007 - August 2008
Best Buy March 2007 - November 2007
Skills
SharePoint, SharePoint Designer, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, HTML, Troubleshooting, Windows 7, Retail, Microsoft Office, Process Improvement, Social Media, Training, Customer Satisfaction, Social Networking, Team Leadership, Outlook, Business Process..., Visio, Software Documentation, Leadership
Education
Capella University 2010 — 2016
BS, Information Assurance and Security
Hopkins High School 2000 — 2003
Diploma, General Studies
Laura Koepsell's Ameriprise Financial Services, Inc. Experience December 2010 - August 2012
Job Marketing Alchemist at Alchemy
Industry Public Relations and Communications
Experience
Alchemy October 2013 - Present
LV8 Communications September 2012 - October 2013
Ameriprise Financial Services, Inc. December 2010 - August 2012
State Farm Insurance September 2008 - December 2010
Skills
Marketing, Public Relations, Event Planning, Time Management, Project Management, Research, Corporate Branding, Building Relationships, Trade Show Research, Account Management, Social Media Advertising, Online Media Buys, Manage Client..., Big-idea generation, Content Management
Education
Walsh College of Accountancy and Business Administration 2008 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Central Michigan University
Alchemy October 2013 - Present
LV8 Communications September 2012 - October 2013
Ameriprise Financial Services, Inc. December 2010 - August 2012
State Farm Insurance September 2008 - December 2010
Skills
Marketing, Public Relations, Event Planning, Time Management, Project Management, Research, Corporate Branding, Building Relationships, Trade Show Research, Account Management, Social Media Advertising, Online Media Buys, Manage Client..., Big-idea generation, Content Management
Education
Walsh College of Accountancy and Business Administration 2008 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Central Michigan University
Neel Agarwal's Ameriprise Financial Services, Inc. Experience August 2014 - February 2015
Job Warehouse Operations Supervisor McMasterCarr
Industry Logistics and Supply Chain
Experience
McMaster-Carr June 2015 - Present
McMaster-Carr March 2015 - June 2015
Ameriprise Financial Services, Inc. August 2014 - February 2015
Ameriprise Financial Services, Inc. June 2012 - July 2014
Ameriprise Financial Services, Inc. July 2011 - June 2012
Ameriprise Financial January 2011 - June 2011
Ameriprise Financial July 2010 - January 2011
The Entrepreneurs EDGE May 2009 - August 2009
National Science Foundation June 2008 - August 2008
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Stata, Essbase
Education
Case Western Reserve University 2006 — 2010
B.A., Economics and Sociology
McMaster-Carr June 2015 - Present
McMaster-Carr March 2015 - June 2015
Ameriprise Financial Services, Inc. August 2014 - February 2015
Ameriprise Financial Services, Inc. June 2012 - July 2014
Ameriprise Financial Services, Inc. July 2011 - June 2012
Ameriprise Financial January 2011 - June 2011
Ameriprise Financial July 2010 - January 2011
The Entrepreneurs EDGE May 2009 - August 2009
National Science Foundation June 2008 - August 2008
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Stata, Essbase
Education
Case Western Reserve University 2006 — 2010
B.A., Economics and Sociology
Eric Konopka, MBA Eric Konopka, MBA's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
PVS Chemicals January 2011 - September 2013
J.B. Hunt Transport, Inc. January 2006 - December 2010
J.B. Hunt Transport, Inc. January 2005 - December 2005
J.B. Hunt Transport, Inc. January 2004 - December 2004
Education
Central Michigan University 2000 — 2002
MBA, Management, Marketing, International Business
Central Michigan University 1996 — 2000
Bachelor of Science (BS), Health Promotion & Education / Minor in Business
Ameriprise Financial Services, Inc. February 2014 - Present
PVS Chemicals January 2011 - September 2013
J.B. Hunt Transport, Inc. January 2006 - December 2010
J.B. Hunt Transport, Inc. January 2005 - December 2005
J.B. Hunt Transport, Inc. January 2004 - December 2004
Education
Central Michigan University 2000 — 2002
MBA, Management, Marketing, International Business
Central Michigan University 1996 — 2000
Bachelor of Science (BS), Health Promotion & Education / Minor in Business
David Flower's Ameriprise Financial Services, Inc. Experience November 2009 - June 2012
Job Attorney and Professional Investigator
Industry Legal Services
Experience
Imation February 2013 - Present
Heartland Investigative Group March 2012 - Present
William Mitchell College of Law September 2009 - June 2015
Grant Thornton LLP June 2012 - February 2013
Ameriprise Financial Services, Inc. November 2009 - June 2012
Lindquist & Vennum 2007 - 2009
Ameriprise Financial Services, Inc. January 2002 - May 2007
Faegre & Benson LLP April 1999 - January 2002
Morrison & Foerster LLP September 1997 - April 1999
United States Court of Appeals - Eighth Circuit 1996 - 1997
Skills
Litigation, Commercial Litigation, Securities, Arbitration, Fraud Investigations, Certified Fraud Examiner, Securities Fraud, Insurance Fraud, Fraud Analysis, General Business..., Trade Secret Litigation, Data Privacy, Money Laundering, Conducting Interviews, Surveillance, Negotiation, Mediation, Advocacy, Teaching, Expert Witness Testimony, Broker-Dealer Industry, Investment Adviser..., Fraud, Expert Witness, Legal Research, Civil Litigation, Trade Secrets, Investigation, Financial Risk, Litigation Support, Corporate Law, Internal Investigations, FCPA, Intellectual Property, Legal Writing
Education
University of Minnesota Law School
J.D.
Carleton College
B.A, cum laude, Honors in Psychology, Psychology, East Asian studies
Imation February 2013 - Present
Heartland Investigative Group March 2012 - Present
William Mitchell College of Law September 2009 - June 2015
Grant Thornton LLP June 2012 - February 2013
Ameriprise Financial Services, Inc. November 2009 - June 2012
Lindquist & Vennum 2007 - 2009
Ameriprise Financial Services, Inc. January 2002 - May 2007
Faegre & Benson LLP April 1999 - January 2002
Morrison & Foerster LLP September 1997 - April 1999
United States Court of Appeals - Eighth Circuit 1996 - 1997
Skills
Litigation, Commercial Litigation, Securities, Arbitration, Fraud Investigations, Certified Fraud Examiner, Securities Fraud, Insurance Fraud, Fraud Analysis, General Business..., Trade Secret Litigation, Data Privacy, Money Laundering, Conducting Interviews, Surveillance, Negotiation, Mediation, Advocacy, Teaching, Expert Witness Testimony, Broker-Dealer Industry, Investment Adviser..., Fraud, Expert Witness, Legal Research, Civil Litigation, Trade Secrets, Investigation, Financial Risk, Litigation Support, Corporate Law, Internal Investigations, FCPA, Intellectual Property, Legal Writing
Education
University of Minnesota Law School
J.D.
Carleton College
B.A, cum laude, Honors in Psychology, Psychology, East Asian studies
Edward Conti ChFC® Edward Conti ChFC®'s Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1996 - Present
Vuecrest Wealth Management a private wealth advisory practice of Ameriprise Financial Services, Inc. July 1996 - Present
Education
Westminster College (PA) 1979 — 1982
B.A., Economics
Carnegie Mellon University 1978 — 1979
Computer Engineering
Ameriprise Financial Services, Inc. September 1996 - Present
Vuecrest Wealth Management a private wealth advisory practice of Ameriprise Financial Services, Inc. July 1996 - Present
Education
Westminster College (PA) 1979 — 1982
B.A., Economics
Carnegie Mellon University 1978 — 1979
Computer Engineering
Cathy Norris Cathy Norris's Ameriprise Financial Services, Inc. Experience June 1999 - February 2012
Job Clarity, Strategy, Direction & Purpose
Industry Professional Training & Coaching
Experience
Meant for Purpose February 2012 - Present
Robbins Research International April 2014 - Present
Ameriprise Financial Services, Inc. June 1999 - February 2012
Lifework Leadership 2010 - 2011
Skills
Public Speaking, Teaching, Coaching, Helping clients live a..., Personal Development, Team Building, Strategic Financial..., Small Business, Consulting, Executive Coaching, Entrepreneurship, Time Management, Management Consulting, Training, Fundraising, Nonprofits, Business Coaching, Workshop Facilitation, Conflict Resolution, Event Management, Program Management, Business Strategy, Marketing Strategy, Finance, Life Coaching, Project Planning, Emotional Intelligence, Business Development, Public Relations, Process Improvement, Change Management, Management, Social Media, Community Outreach, Strategy, Staff Development, Motivational Speaking, New Business Development, Start-ups, Business Planning, Marketing, Creative Direction, Social Networking
Education
Michigan State University 1983 — 1986
Bachelor of Arts (B.A.), Hotel, Motel, and Restaurant Management - Business
Central Michigan University 1979 — 1981
Meant for Purpose February 2012 - Present
Robbins Research International April 2014 - Present
Ameriprise Financial Services, Inc. June 1999 - February 2012
Lifework Leadership 2010 - 2011
Skills
Public Speaking, Teaching, Coaching, Helping clients live a..., Personal Development, Team Building, Strategic Financial..., Small Business, Consulting, Executive Coaching, Entrepreneurship, Time Management, Management Consulting, Training, Fundraising, Nonprofits, Business Coaching, Workshop Facilitation, Conflict Resolution, Event Management, Program Management, Business Strategy, Marketing Strategy, Finance, Life Coaching, Project Planning, Emotional Intelligence, Business Development, Public Relations, Process Improvement, Change Management, Management, Social Media, Community Outreach, Strategy, Staff Development, Motivational Speaking, New Business Development, Start-ups, Business Planning, Marketing, Creative Direction, Social Networking
Education
Michigan State University 1983 — 1986
Bachelor of Arts (B.A.), Hotel, Motel, and Restaurant Management - Business
Central Michigan University 1979 — 1981
Doug McNair Doug McNair's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Freelance Editor and Writer
Industry Publishing
Experience
Fleming Editorial Services November 2010 - Present
Avalanche Press October 2005 - November 2010
Ameriprise Financial Services, Inc. 2003 - 2005
Ameriprise Financial Services, Inc. October 1997 - 2003
Ameriprise Financial Services, Inc. 1995 - 1997
Ameriprise Financial Services, Inc. 1994 - 1995
Ameriprise Financial Services, Inc. 1992 - 1994
Skills
Editing, Proofreading, Technical Writing, Research, Writing, Public Speaking, Blogging, Creative Writing, Copy Editing, Newsletters, Copywriting, Content Development, Social Media, Corporate Communications, Spanish, Microsoft Office, Web Content, Books, Editorial
Education
University of California, Berkeley 2011 — 2012
Professional Sequence in Editing (online), GPA 3.85
Carleton College 1982 — 1986
B.A., Sociology and Anthropology
Fleming Editorial Services November 2010 - Present
Avalanche Press October 2005 - November 2010
Ameriprise Financial Services, Inc. 2003 - 2005
Ameriprise Financial Services, Inc. October 1997 - 2003
Ameriprise Financial Services, Inc. 1995 - 1997
Ameriprise Financial Services, Inc. 1994 - 1995
Ameriprise Financial Services, Inc. 1992 - 1994
Skills
Editing, Proofreading, Technical Writing, Research, Writing, Public Speaking, Blogging, Creative Writing, Copy Editing, Newsletters, Copywriting, Content Development, Social Media, Corporate Communications, Spanish, Microsoft Office, Web Content, Books, Editorial
Education
University of California, Berkeley 2011 — 2012
Professional Sequence in Editing (online), GPA 3.85
Carleton College 1982 — 1986
B.A., Sociology and Anthropology
Mark Tolo Mark Tolo's Ameriprise Financial Services, Inc. Experience 2009 - November 2011
Job VMware Architect / Engineer Rocksolid Solutions Inc
Industry Information Technology and Services
Experience
TEKsystems July 2013 - Present
Thomson Reuters Westlaw February 2013 - Present
Allina Hospitals & Clinics November 2012 - December 2012
Jostens June 2012 - October 2012
Northwestern College April 2012 - June 2012
Accenture November 2011 - April 2012
Ameriprise Financial Services, Inc. 2009 - November 2011
Lifetouch National School Studios September 2009 - December 2009
Rocksolid Solutions Inc January 2005 - December 2009
Assurecare March 2007 - June 2009
Skills
Virtualization, VMware, VMware View, vCenter Server, ThinApp, Hyper-V, App-V, Enterprise Architecture, Windows Server, Active Directory, Microsoft SQL Server, Data Center, Linux, vShield, Cloud Computing, Storage Virtualization, Solution Architecture, Information Architecture, SAN, OPNET, Cisco Nexus, Cisco Technologies, VCP 4.0, Software Documentation, IIS, Citrix, Security, Servers, Storage, SDLC, Microsoft Technologies, Operating Systems, Cluster, High Availability, Enterprise Software, Architecture, Databases, Troubleshooting, Infrastructure, Hardware, Disaster Recovery, Networking, Oracle, WAN, System Deployment, VDI, Storage Area Networks, VMware ESX, ITIL, vSphere
Education
Pratt & Whitney Engineering School 1989 — 1989
Certificate, Layout Inspection
Hartford State Techincal College 1988 — 1989
Engineer's degree, Micro Computer Electronics
Connecticut College 1985 — 1987
Engineer's degree, Computer Science
Central Connecticut State University 1984 — 1985
Psychology, Computer Science
William Hall High School 1980 — 1984
University of Hartford 1981 — 1982
None, Cellist
TEKsystems July 2013 - Present
Thomson Reuters Westlaw February 2013 - Present
Allina Hospitals & Clinics November 2012 - December 2012
Jostens June 2012 - October 2012
Northwestern College April 2012 - June 2012
Accenture November 2011 - April 2012
Ameriprise Financial Services, Inc. 2009 - November 2011
Lifetouch National School Studios September 2009 - December 2009
Rocksolid Solutions Inc January 2005 - December 2009
Assurecare March 2007 - June 2009
Skills
Virtualization, VMware, VMware View, vCenter Server, ThinApp, Hyper-V, App-V, Enterprise Architecture, Windows Server, Active Directory, Microsoft SQL Server, Data Center, Linux, vShield, Cloud Computing, Storage Virtualization, Solution Architecture, Information Architecture, SAN, OPNET, Cisco Nexus, Cisco Technologies, VCP 4.0, Software Documentation, IIS, Citrix, Security, Servers, Storage, SDLC, Microsoft Technologies, Operating Systems, Cluster, High Availability, Enterprise Software, Architecture, Databases, Troubleshooting, Infrastructure, Hardware, Disaster Recovery, Networking, Oracle, WAN, System Deployment, VDI, Storage Area Networks, VMware ESX, ITIL, vSphere
Education
Pratt & Whitney Engineering School 1989 — 1989
Certificate, Layout Inspection
Hartford State Techincal College 1988 — 1989
Engineer's degree, Micro Computer Electronics
Connecticut College 1985 — 1987
Engineer's degree, Computer Science
Central Connecticut State University 1984 — 1985
Psychology, Computer Science
William Hall High School 1980 — 1984
University of Hartford 1981 — 1982
None, Cellist
Diane Hantz Diane Hantz's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Ameriprise FinancialOsborne Klein
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Financial Services of Northern Michigan February 2012 - September 2012
Ascent, Inc. April 1991 - December 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Leadership, Social Media, Public Speaking, Time Management, Event Planning, Sales, Teamwork, Financial Analysis, Accounting, Outlook, Team Leadership, Real Estate, Negotiation, Social Networking, Training, Team Building, Access, Microsoft Word, Leadership Development, Management
Education
Northwood University 2010 — 2012
Bachelors, Business Management
Central Michigan University 1982 — 1983
Business
Delta College 1981 — 1982
Business
Ameriprise Financial Services, Inc. June 2015 - Present
Financial Services of Northern Michigan February 2012 - September 2012
Ascent, Inc. April 1991 - December 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Leadership, Social Media, Public Speaking, Time Management, Event Planning, Sales, Teamwork, Financial Analysis, Accounting, Outlook, Team Leadership, Real Estate, Negotiation, Social Networking, Training, Team Building, Access, Microsoft Word, Leadership Development, Management
Education
Northwood University 2010 — 2012
Bachelors, Business Management
Central Michigan University 1982 — 1983
Business
Delta College 1981 — 1982
Business
Tom Pruett Tom Pruett's Ameriprise Financial Services, Inc. Experience January 2005 - December 2009
Job Retired
Industry Financial Services
Experience
N/A VP, Financial Advice ConsultingAmeriprise Financial Services, Inc.2009 - 2012
Ameriprise Financial Services, Inc. January 2005 - December 2009
United States Army July 1979 - February 1997
Skills
Series 7, Series 63, Series 24, Personal Financial..., Finance, Consulting, Financial Analysis, Cross-functional Team..., Leadership, Strategic Planning, Financial Modeling, Project Management, Product Management, Business Development, Operations Management, Training, Leadership Development, IT Strategy, Project Planning, Change Management, Vendor Management, Business Analysis, Management, Forecasting, Management Consulting
Education
University of Hawaii at Manoa 1993 — 1994
M.A., Asian Studies
Central Michigan University 1981 — 1983
M.A., Business Management
The University of Memphis 1975 — 1978
Bachelor of Science (B.S.), Zoology/Animal Biology
N/A VP, Financial Advice ConsultingAmeriprise Financial Services, Inc.2009 - 2012
Ameriprise Financial Services, Inc. January 2005 - December 2009
United States Army July 1979 - February 1997
Skills
Series 7, Series 63, Series 24, Personal Financial..., Finance, Consulting, Financial Analysis, Cross-functional Team..., Leadership, Strategic Planning, Financial Modeling, Project Management, Product Management, Business Development, Operations Management, Training, Leadership Development, IT Strategy, Project Planning, Change Management, Vendor Management, Business Analysis, Management, Forecasting, Management Consulting
Education
University of Hawaii at Manoa 1993 — 1994
M.A., Asian Studies
Central Michigan University 1981 — 1983
M.A., Business Management
The University of Memphis 1975 — 1978
Bachelor of Science (B.S.), Zoology/Animal Biology
Jeannine Patterson, MBA's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job DirectorRecruiting Strategy at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. January 2013 - August 2013
Portico Benefit Services (formerly ELCA Board of Pensions) January 2012 - December 2012
Cargill May 2010 - January 2012
Ameriprise Financial 2008 - 2010
Ameriprise Financial Services, Inc. May 2007 - August 2008
Ameriprise Financial Services, Inc. September 2004 - April 2007
State Farm Insurance 2002 - 2004
State Farm Insurance 2001 - 2002
State Farm Insurance 1997 - 2001
Skills
Employee Relations, Collaboration, Talent Acquisition, Program Management, Performance Management, Recruiting, Process Improvement, Cross-functional Team..., Talent Management, Human Resources, Event Planning, Leadership Development, Business Process..., Training, Benefits Administration, Vendor Management, Call Center, Leadership, Business Analysis, Team Leadership, PeopleSoft, Account Management, Microsoft Excel, Operations Management, Insurance, Budgets, Customer Service, Management, Employee Training, Project Management, Building Relationships, Change Management, Strategic Planning, Coaching, Team Building, Strategy, Employee Benefits, Employee Engagement, Negotiation, Data Analysis, Organizational..., Policy
Education
Capella University 2011 — 2013
MBA, Business Administration and Management, General
Northern Illinois University 1990 — 1994
BA, Political Science
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. January 2013 - August 2013
Portico Benefit Services (formerly ELCA Board of Pensions) January 2012 - December 2012
Cargill May 2010 - January 2012
Ameriprise Financial 2008 - 2010
Ameriprise Financial Services, Inc. May 2007 - August 2008
Ameriprise Financial Services, Inc. September 2004 - April 2007
State Farm Insurance 2002 - 2004
State Farm Insurance 2001 - 2002
State Farm Insurance 1997 - 2001
Skills
Employee Relations, Collaboration, Talent Acquisition, Program Management, Performance Management, Recruiting, Process Improvement, Cross-functional Team..., Talent Management, Human Resources, Event Planning, Leadership Development, Business Process..., Training, Benefits Administration, Vendor Management, Call Center, Leadership, Business Analysis, Team Leadership, PeopleSoft, Account Management, Microsoft Excel, Operations Management, Insurance, Budgets, Customer Service, Management, Employee Training, Project Management, Building Relationships, Change Management, Strategic Planning, Coaching, Team Building, Strategy, Employee Benefits, Employee Engagement, Negotiation, Data Analysis, Organizational..., Policy
Education
Capella University 2011 — 2013
MBA, Business Administration and Management, General
Northern Illinois University 1990 — 1994
BA, Political Science
Matthew Lasher Matthew Lasher's Ameriprise Financial Services, Inc. Experience January 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2004 - Present
Maxim Healthcare Services 2002 - 2004
Education
State University of New York College at Potsdam
Bachelor's Degree, Employment Relations
Castleton State College
Ameriprise Financial Services, Inc. January 2004 - Present
Maxim Healthcare Services 2002 - 2004
Education
State University of New York College at Potsdam
Bachelor's Degree, Employment Relations
Castleton State College
Matthew Mortimer's Ameriprise Financial Services, Inc. Experience May 2012 - May 2013
Job Financial Advisory Service at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan June 2013 - November 2014
Ameriprise Financial Services, Inc. May 2012 - May 2013
Mutual Financial June 2011 - August 2011
Skills
Mircosoft Office 2010, ThomsonOne, Morningstar Office, Sales, Time Management, Marketing, Event Planning, Teamwork, Outlook, Customer Service, Leadership, Public Speaking, Research, Data Entry, Inventory Management, CRM, Access, Microsoft Office
Education
Cedarville University 2010 — 2013
Bachelor of Arts; Bachelor of Arts, Accounting; Finance; liberal arts
Flinger Lakes Community College 2009 — 2010
J.P. Morgan December 2014 - Present
J.P. Morgan June 2013 - November 2014
Ameriprise Financial Services, Inc. May 2012 - May 2013
Mutual Financial June 2011 - August 2011
Skills
Mircosoft Office 2010, ThomsonOne, Morningstar Office, Sales, Time Management, Marketing, Event Planning, Teamwork, Outlook, Customer Service, Leadership, Public Speaking, Research, Data Entry, Inventory Management, CRM, Access, Microsoft Office
Education
Cedarville University 2010 — 2013
Bachelor of Arts; Bachelor of Arts, Accounting; Finance; liberal arts
Flinger Lakes Community College 2009 — 2010
Ross Gibbs, MBA's Ameriprise Financial Services, Inc. Experience March 2011 - March 2013
Job Owner: TITLE Boxing ClubArden Hills, MN
Industry Health, Wellness and Fitness
Experience
TITLE Boxing Club March 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - March 2013
Trust Group April 2007 - March 2011
BestAssets September 2004 - April 2007
Skills
Coaching, Management, Sales, Business Strategy, Leadership, Business Planning, Fitness, Networking, Social Networking, Small Business, Sales Management, Public Speaking, Personal Training, Entrepreneurship, Customer Service, Team Building, Marketing, Project Management
Education
Coach Training Alliance 2008 — 2008
CTACC, Certified Coach
Cardinal Stritch University 1998 — 2001
Masters, Business Administration
University of Minnesota-Twin Cities 1993 — 1995
B.S., Business, Rhetoric/Communications, and Psychology
TITLE Boxing Club March 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - March 2013
Trust Group April 2007 - March 2011
BestAssets September 2004 - April 2007
Skills
Coaching, Management, Sales, Business Strategy, Leadership, Business Planning, Fitness, Networking, Social Networking, Small Business, Sales Management, Public Speaking, Personal Training, Entrepreneurship, Customer Service, Team Building, Marketing, Project Management
Education
Coach Training Alliance 2008 — 2008
CTACC, Certified Coach
Cardinal Stritch University 1998 — 2001
Masters, Business Administration
University of Minnesota-Twin Cities 1993 — 1995
B.S., Business, Rhetoric/Communications, and Psychology
Christian Morgan Christian Morgan's Ameriprise Financial Services, Inc. Experience October 1992 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1992 - Present
Education
Central Connecticut State University 1985 — 1990
Bachelor's degree, Finance, General
Notre Dame Catholic High School 1982 — 1985
Notre Dame Catholic High School
Ameriprise Financial Services, Inc. October 1992 - Present
Education
Central Connecticut State University 1985 — 1990
Bachelor's degree, Finance, General
Notre Dame Catholic High School 1982 — 1985
Notre Dame Catholic High School
Christopher Demarest, CFP®, CRPC® Christopher Demarest, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2004 - Present
Centenary College January 2004 - February 2010
Taranto & Associates January 2003 - May 2004
Centenary College May 2002 - May 2004
Education
Centenary College
MBA, Global Management
Centenary College
BS, Business Administration
Rutgers, The State University of New Jersey-New Brunswick
Hunterdon Central 1993 — 1997
High School
Ameriprise Financial Services, Inc. May 2004 - Present
Centenary College January 2004 - February 2010
Taranto & Associates January 2003 - May 2004
Centenary College May 2002 - May 2004
Education
Centenary College
MBA, Global Management
Centenary College
BS, Business Administration
Rutgers, The State University of New Jersey-New Brunswick
Hunterdon Central 1993 — 1997
High School
Michael Carrell Michael Carrell's Ameriprise Financial Services, Inc. Experience November 2007 - December 2009
Job Project Manager Consultant at Target
Industry Management Consulting
Experience
Surescripts August 2015 - Present
Target February 2014 - Present
Hollstadt & Associates May 2013 - Present
Allianz Group July 2013 - December 2013
LaCoursiere June 2011 - February 2013
Ameriprise Financial January 2010 - April 2010
Ameriprise Financial Services, Inc. November 2007 - December 2009
Skills
Change Management, Project Management, Management, Team Leadership, Leadership, Cross-functional Team..., Thought Leadership, Client Liaison, Staff Development, Budget Monitoring, Accounting, Customer Service, Customer Satisfaction, Operations Management, Financial Services, Employee Engagement, Vendor Management
Education
Cardinal Stritch University 2008 — 2009
MBA, Business
St. Olaf College 1991 — 1995
BA, Psychology
Surescripts August 2015 - Present
Target February 2014 - Present
Hollstadt & Associates May 2013 - Present
Allianz Group July 2013 - December 2013
LaCoursiere June 2011 - February 2013
Ameriprise Financial January 2010 - April 2010
Ameriprise Financial Services, Inc. November 2007 - December 2009
Skills
Change Management, Project Management, Management, Team Leadership, Leadership, Cross-functional Team..., Thought Leadership, Client Liaison, Staff Development, Budget Monitoring, Accounting, Customer Service, Customer Satisfaction, Operations Management, Financial Services, Employee Engagement, Vendor Management
Education
Cardinal Stritch University 2008 — 2009
MBA, Business
St. Olaf College 1991 — 1995
BA, Psychology
Nate Petersen, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Associate Manager | Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley 2003 - 2012
Merrill Lynch 2000 - 2003
Education
Case Western Reserve University
BS Management, Banking & Finance, Economics
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley 2003 - 2012
Merrill Lynch 2000 - 2003
Education
Case Western Reserve University
BS Management, Banking & Finance, Economics
Nicole Hepler, CPA Nicole Hepler, CPA's Ameriprise Financial Services, Inc. Experience March 2009 - June 2011
Job Senior Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
Dubuque Golf & Country Club May 2005 - June 2012
Loras College October 2009 - August 2011
LeadAmerica August 2008 - August 2011
Ameriprise Financial Services, Inc. March 2009 - June 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Outlook, Leadership, Financial Accounting, Social Media, Accounting, Social Networking
Education
Central College 2011 — 2011
Loras College 2007 — 2011
Bachelor of Arts (BA), Accounting
McGladrey October 2012 - Present
Dubuque Golf & Country Club May 2005 - June 2012
Loras College October 2009 - August 2011
LeadAmerica August 2008 - August 2011
Ameriprise Financial Services, Inc. March 2009 - June 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Outlook, Leadership, Financial Accounting, Social Media, Accounting, Social Networking
Education
Central College 2011 — 2011
Loras College 2007 — 2011
Bachelor of Arts (BA), Accounting
Karen Gustafson Karen Gustafson's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. August 2002 - December 2012
Plastic Trends, Inc August 1982 - April 1989
Skills
Customer Satisfaction, Office Management, Administrative..., Microsoft Office, Microsoft Excel, Series 7, Series 66, Insurance, Variable Annuities, Life & Health Insurance..., Outlook, Customer Service, Event Planning, Client Administration, Appointment Scheduling
Education
Oakland University
Central Michigan University
Frankenmuth High School
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. August 2002 - December 2012
Plastic Trends, Inc August 1982 - April 1989
Skills
Customer Satisfaction, Office Management, Administrative..., Microsoft Office, Microsoft Excel, Series 7, Series 66, Insurance, Variable Annuities, Life & Health Insurance..., Outlook, Customer Service, Event Planning, Client Administration, Appointment Scheduling
Education
Oakland University
Central Michigan University
Frankenmuth High School
Douglas Dahlke Douglas Dahlke's Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2005 - Present
Wisconsin commission on Aging 2012 - 2014
Wisconsin commission on Aging 2012 - 2014
Morgan Stanley June 1995 - July 2005
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Planning Counsler
Cardinal Stritch University 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5 +
NorthCentral Technical College 1977 — 1979
Associate's degree, Radiologic Technology/Science - Radiographer, 3.5+ High Honors
Antigo Senior High
Ameriprise Financial Services, Inc. August 2005 - Present
Wisconsin commission on Aging 2012 - 2014
Wisconsin commission on Aging 2012 - 2014
Morgan Stanley June 1995 - July 2005
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Planning Counsler
Cardinal Stritch University 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5 +
NorthCentral Technical College 1977 — 1979
Associate's degree, Radiologic Technology/Science - Radiographer, 3.5+ High Honors
Antigo Senior High
Henry L. Vernon Jr., CFP®, MBA, APMA®, CRPC® Henry L. Vernon Jr., CFP®, MBA, APMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. A Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2004 - Present
RHI Services Inc. 2001 - 2001
Harbison-Walker Refractories Co. 2000 - 2001
Education
Case Western Reserve University 1964 — 1968
BS, Metallurgy
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
Ameriprise Financial Services, Inc. February 2004 - Present
RHI Services Inc. 2001 - 2001
Harbison-Walker Refractories Co. 2000 - 2001
Education
Case Western Reserve University 1964 — 1968
BS, Metallurgy
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
Ruth Volk Ruth Volk's Ameriprise Financial Services, Inc. Experience January 2004 - April 2005
Job Business/System/Data Analyst at Volk Consulting
Industry Information Technology and Services
Experience
Volk Consulting 1997 - Present
Talent Software Services April 2005 - September 2005
Ameriprise Financial Services, Inc. January 2004 - April 2005
University of Minnesota June 1996 - February 1997
University of Minnesota May 1992 - February 1997
University of Minnesota October 1991 - May 1992
HEMAR September 1989 - October 1991
Century Companies (now CUNA Mutual) June 1983 - August 1989
Skills
Business Analysis, Process Improvement, Business Process..., Data Warehousing, Analysis, Databases, Management, Access, Disaster Recovery, Business Process, Software Development, Budgets, Testing, Security, Strategy, Training, E-commerce, Database Administration, User Acceptance Testing, SDLC, Quality Assurance, Business Intelligence, Vendor Management, Requirements Gathering
Education
Central College 1979 — 1983
BA, Math/Comp Sci
Interstate 35 School 1966 — 1979
Mathematics and Computer Science
Volk Consulting 1997 - Present
Talent Software Services April 2005 - September 2005
Ameriprise Financial Services, Inc. January 2004 - April 2005
University of Minnesota June 1996 - February 1997
University of Minnesota May 1992 - February 1997
University of Minnesota October 1991 - May 1992
HEMAR September 1989 - October 1991
Century Companies (now CUNA Mutual) June 1983 - August 1989
Skills
Business Analysis, Process Improvement, Business Process..., Data Warehousing, Analysis, Databases, Management, Access, Disaster Recovery, Business Process, Software Development, Budgets, Testing, Security, Strategy, Training, E-commerce, Database Administration, User Acceptance Testing, SDLC, Quality Assurance, Business Intelligence, Vendor Management, Requirements Gathering
Education
Central College 1979 — 1983
BA, Math/Comp Sci
Interstate 35 School 1966 — 1979
Mathematics and Computer Science
Michael J. Halvey CFP's Ameriprise Financial Services, Inc. Experience July 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1991 - Present
Skills
Customer Service, Series 7, Wealth Management, Finance, Series 63, Financial Services, Asset Management, Asset Allocation
Education
Carroll University 1987 — 1990
BS, Business
Ameriprise Financial Services, Inc. July 1991 - Present
Skills
Customer Service, Series 7, Wealth Management, Finance, Series 63, Financial Services, Asset Management, Asset Allocation
Education
Carroll University 1987 — 1990
BS, Business
Gerald Reed, CFP®, ChFC® Gerald Reed, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Paraplanner with the practice of Jason Reed, MBA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial 1987 - December 2011
Berrien Springs Public Schools 1984 - 1987
Gobles Public Schools 1970 - 1984
Education
Central Michigan University 1966 — 1968
Master of Music, Music Education
Central Michigan University 1962 — 1966
BME, Music Education
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial 1987 - December 2011
Berrien Springs Public Schools 1984 - 1987
Gobles Public Schools 1970 - 1984
Education
Central Michigan University 1966 — 1968
Master of Music, Music Education
Central Michigan University 1962 — 1966
BME, Music Education
Daniel Naylor, CFP® Daniel Naylor, CFP®'s Ameriprise Financial Services, Inc. Experience September 2003 - August 2004
Job Vice President at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company March 2015 - Present
UBS October 2013 - March 2015
Merrill Lynch 2007 - October 2013
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. September 2003 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Estate Planning, CRPC, Certified Financial...
Education
Carnegie Mellon University 1998 — 2003
Bachelor of Science (BS), Public Policy and Management
Moorestown High School
Reliance Trust Company an FIS Company March 2015 - Present
UBS October 2013 - March 2015
Merrill Lynch 2007 - October 2013
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. September 2003 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Estate Planning, CRPC, Certified Financial...
Education
Carnegie Mellon University 1998 — 2003
Bachelor of Science (BS), Public Policy and Management
Moorestown High School
Zhiming Zhao, MBA, CISSP, CISA Zhiming Zhao, MBA, CISSP, CISA's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job IT Audit Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Pentair January 2012 - July 2013
Medtronic November 2010 - January 2012
Medtronic October 2005 - November 2010
Skills
Process Improvement, Data Analysis, Sarbanes-Oxley Act, Quality Assurance, JD Edwards, Project Management, SAP, Analysis, Six Sigma, Strategy, Sarbanes-Oxley, Product Development, Troubleshooting, Security, Hyperion Enterprise, Visual Basic, ERP, Cross-functional Team..., Team Leadership, Financial Analysis, Program Management
Education
University of Minnesota - Carlson School of Management 2006 — 2012
MBA, Finance
Carleton College 2001 — 2005
BA, Economics
Ameriprise Financial Services, Inc. July 2013 - Present
Pentair January 2012 - July 2013
Medtronic November 2010 - January 2012
Medtronic October 2005 - November 2010
Skills
Process Improvement, Data Analysis, Sarbanes-Oxley Act, Quality Assurance, JD Edwards, Project Management, SAP, Analysis, Six Sigma, Strategy, Sarbanes-Oxley, Product Development, Troubleshooting, Security, Hyperion Enterprise, Visual Basic, ERP, Cross-functional Team..., Team Leadership, Financial Analysis, Program Management
Education
University of Minnesota - Carlson School of Management 2006 — 2012
MBA, Finance
Carleton College 2001 — 2005
BA, Economics
Matthew J. Deckman, CRPC®, CMFC® Matthew J. Deckman, CRPC®, CMFC®'s Ameriprise Financial Services, Inc. Experience August 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1998 - Present
Chattz Pub & Grub, Inc. July 1996 - October 1997
Hooters of America 1991 - 1995
Education
Capital College, Pennsylvania State University 1989 — 1991
B.S., Finance
Pennsylvania State University - York 1985 — 1988
A.S., Business Administration
Ameriprise Financial Services, Inc. August 1998 - Present
Chattz Pub & Grub, Inc. July 1996 - October 1997
Hooters of America 1991 - 1995
Education
Capital College, Pennsylvania State University 1989 — 1991
B.S., Finance
Pennsylvania State University - York 1985 — 1988
A.S., Business Administration
Michelle Wiger Michelle Wiger's Ameriprise Financial Services, Inc. Experience 2001 - 2003
Job Project Coordinator at Roost Real Estate™
Industry Marketing and Advertising
Experience
Roost Real Estate™ December 2014 - Present
Keller Williams Real Estate December 2011 - 2014
Ameriprise Financial Services, Inc. 2001 - 2003
Ameriprise Financial Services, Inc. 1999 - 2002
National Engineering Resources 1998 - 1999
Mannington Mills, Inc. 1995 - 1998
Skills
Outlook, PowerPoint, Excel, Word, Microsoft Office, Event Management, Online Marketing, Event Planning, Marketing Strategy, Social Media, Marketing Communications, Social Media Marketing, Microsoft Excel, Fundraising, Public Speaking, Strategic Planning, Leadership, Nonprofits
Education
Cedarville University 1987 — 1991
Psychology, Behavioral Science
Roost Real Estate™ December 2014 - Present
Keller Williams Real Estate December 2011 - 2014
Ameriprise Financial Services, Inc. 2001 - 2003
Ameriprise Financial Services, Inc. 1999 - 2002
National Engineering Resources 1998 - 1999
Mannington Mills, Inc. 1995 - 1998
Skills
Outlook, PowerPoint, Excel, Word, Microsoft Office, Event Management, Online Marketing, Event Planning, Marketing Strategy, Social Media, Marketing Communications, Social Media Marketing, Microsoft Excel, Fundraising, Public Speaking, Strategic Planning, Leadership, Nonprofits
Education
Cedarville University 1987 — 1991
Psychology, Behavioral Science
Chris Westendorp's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Senior Manager Compliance and Controls at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services, Inc. May 2008 - February 2012
Ameriprise Financial August 2006 - May 2008
American Express Financial Advisors April 2003 - August 2006
American Express Financial Advisors April 2001 - April 2003
American Express Financial Advisors January 1999 - April 2001
Skills
Trading, Recruiting, Series 7, Uniform Combined State..., Financial Advisory, FINRA, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Securities, Analysis, Options, Strategic Planning, Leadership, Relationship Management, Training, Financial Services, Banking, Finance, Insurance, Investments, Portfolio Management, Retirement, Risk Management, Series 63, Strategic Financial...
Education
Capella University 2008 — 2012
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services, Inc. May 2008 - February 2012
Ameriprise Financial August 2006 - May 2008
American Express Financial Advisors April 2003 - August 2006
American Express Financial Advisors April 2001 - April 2003
American Express Financial Advisors January 1999 - April 2001
Skills
Trading, Recruiting, Series 7, Uniform Combined State..., Financial Advisory, FINRA, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Securities, Analysis, Options, Strategic Planning, Leadership, Relationship Management, Training, Financial Services, Banking, Finance, Insurance, Investments, Portfolio Management, Retirement, Risk Management, Series 63, Strategic Financial...
Education
Capella University 2008 — 2012
University of Minnesota-Twin Cities
Joel Hugunin's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Business Analyst I at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. December 2011 - Present
Minnesota Twins February 2012 - September 2013
Wells Fargo Financial August 2010 - December 2011
Education
Illinois College 2008 — 2010
BS, Business Management & Finance
Central College 2006 — 2008
BS, Business Management
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. December 2011 - Present
Minnesota Twins February 2012 - September 2013
Wells Fargo Financial August 2010 - December 2011
Education
Illinois College 2008 — 2010
BS, Business Management & Finance
Central College 2006 — 2008
BS, Business Management
Emily Stephans Emily Stephans's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Senior Training Manager at Ameriprise Financial Services, Inc.
Industry Professional Training & Coaching
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
U.S. Bank February 2014 - February 2015
Ameriprise Financial August 2010 - February 2014
U.S. Bank January 2009 - August 2010
U.S. Bank 2006 - July 2010
Coconino County October 2005 - July 2006
Century College, MN January 2000 - June 2001
MicroCenter, Inc September 1998 - July 1999
Skills
Instructional Design, Training & Development, Technical Training, Training Delivery, Curriculum Design, Microsoft Office, Photoshop, Captivate, Articulate, Live Meeting, WebEx, Performance Improvement, ADDIE, Needs Analysis, Gap Analysis, Program Evaluation, Program Management, E-Learning, Instructor-led Training, Learning Management, Training, Blended Learning, SnagIt
Education
Capella University 2007 — 2010
M.S. Education, Training and Performance Improvement
University of Minnesota-Morris 1991 — 1995
BA, Education, German
Ameriprise Financial Services, Inc. February 2015 - Present
U.S. Bank February 2014 - February 2015
Ameriprise Financial August 2010 - February 2014
U.S. Bank January 2009 - August 2010
U.S. Bank 2006 - July 2010
Coconino County October 2005 - July 2006
Century College, MN January 2000 - June 2001
MicroCenter, Inc September 1998 - July 1999
Skills
Instructional Design, Training & Development, Technical Training, Training Delivery, Curriculum Design, Microsoft Office, Photoshop, Captivate, Articulate, Live Meeting, WebEx, Performance Improvement, ADDIE, Needs Analysis, Gap Analysis, Program Evaluation, Program Management, E-Learning, Instructor-led Training, Learning Management, Training, Blended Learning, SnagIt
Education
Capella University 2007 — 2010
M.S. Education, Training and Performance Improvement
University of Minnesota-Morris 1991 — 1995
BA, Education, German
Marie France's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job
Industry Staffing and Recruiting
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Randstad Sourceright, US July 2011 - March 2014
Beeline November 2007 - March 2011
Beeline April 2005 - November 2007
Beeline June 2003 - April 2005
Ajilon Consulting February 2001 - May 2003
Indigo Technology Group October 1999 - February 2001
University of Pittsburgh May 1998 - October 1999
Carnegie Mellon University May 1996 - May 1998
Skills
CRM, Vendor Management, Strategy, Recruiting, Management, Leadership, Program Management, Human Resources, Training, Account Management, Technical Recruiting
Education
Carnegie Mellon University 1994 — 1998
BS, Psychology
Norwin HIgh School
Ameriprise Financial Services, Inc. March 2014 - Present
Randstad Sourceright, US July 2011 - March 2014
Beeline November 2007 - March 2011
Beeline April 2005 - November 2007
Beeline June 2003 - April 2005
Ajilon Consulting February 2001 - May 2003
Indigo Technology Group October 1999 - February 2001
University of Pittsburgh May 1998 - October 1999
Carnegie Mellon University May 1996 - May 1998
Skills
CRM, Vendor Management, Strategy, Recruiting, Management, Leadership, Program Management, Human Resources, Training, Account Management, Technical Recruiting
Education
Carnegie Mellon University 1994 — 1998
BS, Psychology
Norwin HIgh School
Peter Velcofsky's Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Branch Manager, Vice President, CFP
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2005 - Present
Education
Central Connecticut State University 1979 — 1983
BS, Finance
Ameriprise Financial Services, Inc. August 2005 - Present
Education
Central Connecticut State University 1979 — 1983
BS, Finance
Kim Nash-Walker, MBA Kim Nash-Walker, MBA's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Elite Human Capital Group May 2015 - August 2015
Emerson Climate Technologies February 2015 - April 2015
GMR Marketing August 2014 - November 2014
Robert W. Baird & Co. April 2013 - July 2014
Wells Fargo Advisors July 2012 - April 2013
FIS April 2007 - October 2011
University of Wisconsin 2003 - 2006
William Blair & Company 1998 - 2002
Mack & Associates, LTD 1996 - 1997
Skills
Training, Reporting & Analysis, PowerPoint, Leadership, Negotiation, Coaching, Time Management, Talent Acquisition, Marketing, Product Management, Risk Management, Analysis, Project Management, Sales, Accounts Payable, Business Analysis, Account Management, Management, Service Level Agreements, Product Marketing, Organizational..., Access, Outlook, Microsoft Excel, Troubleshooting, Investments, Payment Card Processing, Oracle, Financial Statements, Strategic Planning, SharePoint, Lotus Notes, Team Building, Microsoft Word, Invoicing, Customer Service, Teamwork, Software Documentation, CRM, Microsoft Office, Process Improvement, Recruiting, Banking, Disaster Recovery, Strategic Financial..., Financial Services, Finance, Employee Benefits
Education
Cardinal Stritch University 2009 — 2011
Master of Business Administration (M.B.A.), Business and Management, 3.78 out of 4.0
University of Wisconsin-Whitewater 2003 — 2006
Bachelor, Education, 3.63 out of 4.0
Gateway Technical College 1991 — 1993
Associates, Marketing, 2.68 out of 3.0
Elkhorn Area High School 1980 — 1984
College Bound, Education
Ameriprise Financial Services, Inc. August 2015 - Present
Elite Human Capital Group May 2015 - August 2015
Emerson Climate Technologies February 2015 - April 2015
GMR Marketing August 2014 - November 2014
Robert W. Baird & Co. April 2013 - July 2014
Wells Fargo Advisors July 2012 - April 2013
FIS April 2007 - October 2011
University of Wisconsin 2003 - 2006
William Blair & Company 1998 - 2002
Mack & Associates, LTD 1996 - 1997
Skills
Training, Reporting & Analysis, PowerPoint, Leadership, Negotiation, Coaching, Time Management, Talent Acquisition, Marketing, Product Management, Risk Management, Analysis, Project Management, Sales, Accounts Payable, Business Analysis, Account Management, Management, Service Level Agreements, Product Marketing, Organizational..., Access, Outlook, Microsoft Excel, Troubleshooting, Investments, Payment Card Processing, Oracle, Financial Statements, Strategic Planning, SharePoint, Lotus Notes, Team Building, Microsoft Word, Invoicing, Customer Service, Teamwork, Software Documentation, CRM, Microsoft Office, Process Improvement, Recruiting, Banking, Disaster Recovery, Strategic Financial..., Financial Services, Finance, Employee Benefits
Education
Cardinal Stritch University 2009 — 2011
Master of Business Administration (M.B.A.), Business and Management, 3.78 out of 4.0
University of Wisconsin-Whitewater 2003 — 2006
Bachelor, Education, 3.63 out of 4.0
Gateway Technical College 1991 — 1993
Associates, Marketing, 2.68 out of 3.0
Elkhorn Area High School 1980 — 1984
College Bound, Education
Carol K. Lampe, CFP® Carol K. Lampe, CFP®'s Ameriprise Financial Services, Inc. Experience January 1979 - November 1985
Job Financial Advisor/Principal, Lampe Financial, LLC
Industry Financial Services
Experience
Lampe Financial, LLC January 1979 - Present
CONCERT Wealth Management, Inc. November 2014 - Present
Allegheny Investments, Ltd. June 1990 - November 2014
Phoenix Equity Planning Corporation November 1985 - June 1990
Ameriprise Financial Services, Inc. January 1979 - November 1985
Skills
Retirement Planning, Investments, Investment Advisory, Strategic Financial..., Wealth Management, Asset Allocation
Education
Certified Financial Planner Board of Standards, Inc.
Carnegie Mellon University 1963 — 1967
BS, Business Education
University of Pittsburgh 1969 — 1970
M.Ed., Business
Lampe Financial, LLC January 1979 - Present
CONCERT Wealth Management, Inc. November 2014 - Present
Allegheny Investments, Ltd. June 1990 - November 2014
Phoenix Equity Planning Corporation November 1985 - June 1990
Ameriprise Financial Services, Inc. January 1979 - November 1985
Skills
Retirement Planning, Investments, Investment Advisory, Strategic Financial..., Wealth Management, Asset Allocation
Education
Certified Financial Planner Board of Standards, Inc.
Carnegie Mellon University 1963 — 1967
BS, Business Education
University of Pittsburgh 1969 — 1970
M.Ed., Business
Arthur Lewis Jr Arthur Lewis Jr's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Director of Application Develpent at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - August 2013
Ameriprise Financial Services, Inc. June 2007 - October 2010
Skills
Vendor Management, Team Leadership, Business Analysis, Visio, Software Project..., Agile Methodologies, Requirements Analysis, Application Architecture, IT Strategy, Enterprise Architecture, Requirements Gathering, SDLC, Web Services, Project Portfolio..., Solution Architecture, Agile Project Management, Business Requirements, PMO, SOA
Education
Carleton College 2003 — 2007
Computer Science, Computer Science
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - August 2013
Ameriprise Financial Services, Inc. June 2007 - October 2010
Skills
Vendor Management, Team Leadership, Business Analysis, Visio, Software Project..., Agile Methodologies, Requirements Analysis, Application Architecture, IT Strategy, Enterprise Architecture, Requirements Gathering, SDLC, Web Services, Project Portfolio..., Solution Architecture, Agile Project Management, Business Requirements, PMO, SOA
Education
Carleton College 2003 — 2007
Computer Science, Computer Science
Matt Langhals Matt Langhals's Ameriprise Financial Services, Inc. Experience November 2009 - January 2012
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley October 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Ameriprise Financial Services, Inc. November 2009 - January 2012
Skills
Financial Analysis, Financial Markets, Financial Advisory, Customer Service, Customer Service..., Trade Finance, Trading, FINRA, Writing, Microsoft Office, Thompson One, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Insurance, Business Analysis, Quality Control, Data Analysis, Series 7, Business Process..., Asset Management, Asset Allocation, ESPP, Restricted Stock, Employee Stock Options, Microsoft Excel
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Business Administration
The Ohio State University 2005 — 2009
Bachelor of Arts, Political Science
Morgan Stanley July 2013 - Present
Morgan Stanley October 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Ameriprise Financial Services, Inc. November 2009 - January 2012
Skills
Financial Analysis, Financial Markets, Financial Advisory, Customer Service, Customer Service..., Trade Finance, Trading, FINRA, Writing, Microsoft Office, Thompson One, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Insurance, Business Analysis, Quality Control, Data Analysis, Series 7, Business Process..., Asset Management, Asset Allocation, ESPP, Restricted Stock, Employee Stock Options, Microsoft Excel
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Business Administration
The Ohio State University 2005 — 2009
Bachelor of Arts, Political Science
Barry Gilbertson Barry Gilbertson's Ameriprise Financial Services, Inc. Experience May 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1985 - Present
Education
Central Michigan University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
Ameriprise Financial Services, Inc. May 1985 - Present
Education
Central Michigan University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
Dipum Patel Dipum Patel's Ameriprise Financial Services, Inc. Experience August 2013 - January 2015
Job Wealth Management Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Jos. A. Bank May 2011 - March 2015
Ameriprise Financial Services, Inc. August 2013 - January 2015
Finance Club- Penn State University August 2012 - May 2014
Investment Club - Penn State University August 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, Financial Analysis, VBA, Microsoft Office, Financial Modeling, Teamwork, Networking, Equity Research Analysis, Investments, Portfolio Management, Sales, Asset Allocation, Management, Finance, Market Research, Leadership, PowerPoint, Microsoft Word, Analysis
Education
Capital College, Pennsylvania State University 2010 — 2014
Bachelors of Science, Finance
Morgan Stanley March 2015 - Present
Jos. A. Bank May 2011 - March 2015
Ameriprise Financial Services, Inc. August 2013 - January 2015
Finance Club- Penn State University August 2012 - May 2014
Investment Club - Penn State University August 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, Financial Analysis, VBA, Microsoft Office, Financial Modeling, Teamwork, Networking, Equity Research Analysis, Investments, Portfolio Management, Sales, Asset Allocation, Management, Finance, Market Research, Leadership, PowerPoint, Microsoft Word, Analysis
Education
Capital College, Pennsylvania State University 2010 — 2014
Bachelors of Science, Finance
Felicia G. Harris, CFP® Felicia G. Harris, CFP®'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor & Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Skills
Certified Financial..., Finra Arbitrator, Finra Series 7,8,63,65, Life, Health, Variable..., Retirement Planning, Cash Management, Charities, Wealth Management, Small Business, Strategic Financial..., Finance, Financial Advisory
Education
Central Michigan University 1994 — 1996
Masters of Administration, Human Resources
University of Detroit Mercy 1986 — 1991
Bachelor of Business Administration, Finance
Ameriprise Financial Services, Inc. April 2009 - Present
Skills
Certified Financial..., Finra Arbitrator, Finra Series 7,8,63,65, Life, Health, Variable..., Retirement Planning, Cash Management, Charities, Wealth Management, Small Business, Strategic Financial..., Finance, Financial Advisory
Education
Central Michigan University 1994 — 1996
Masters of Administration, Human Resources
University of Detroit Mercy 1986 — 1991
Bachelor of Business Administration, Finance
Brian Sommer,CFP® Brian Sommer,CFP®'s Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 1980 - 2014
Education
Eastern Michigan University 1975 — 1977
MS, Mathematics
Central Michigan University 1966 — 1970
BS, Mathematics
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 1980 - 2014
Education
Eastern Michigan University 1975 — 1977
MS, Mathematics
Central Michigan University 1966 — 1970
BS, Mathematics
Anna Versen's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Financial Analyst at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - March 2015
Carleton College June 2013 - June 2014
Associated Financial Group June 2013 - December 2013
The Office of Media Relations at Carleton College September 2011 - June 2013
Opportunity Partners September 2012 - January 2013
Skills
Media Relations, Social Media, Press Releases, Marketing, Strategy
Education
Carleton College 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Cambridge 2012 — 2012
Economics
Hopkins High School
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - March 2015
Carleton College June 2013 - June 2014
Associated Financial Group June 2013 - December 2013
The Office of Media Relations at Carleton College September 2011 - June 2013
Opportunity Partners September 2012 - January 2013
Skills
Media Relations, Social Media, Press Releases, Marketing, Strategy
Education
Carleton College 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Cambridge 2012 — 2012
Economics
Hopkins High School
Chad Price Chad Price's Ameriprise Financial Services, Inc. Experience May 2003 - May 2009
Job Territory Manager
Industry Medical Devices
Experience
CMJ Medical/Depuy Mitek February 2012 - Present
Canon Business Solutions March 2011 - February 2012
Mr. Handyman August 2009 - April 2011
Ameriprise Financial Services, Inc. May 2003 - May 2009
Skills
Cold Calling, Sales, Medical Devices, New Business Development, Capital Equipment, Market Development, Strategic Planning, Direct Sales, Customer Service, Account Management, Orthopedic, Selling, Business Development, Sales Operations, Sales Process
Education
Medical Sales College 2011 — 2011
Orthopaedic Biologics, 474/500 95%
Catawba College 1992 — 1996
B.A., Finance and Economics
CMJ Medical/Depuy Mitek February 2012 - Present
Canon Business Solutions March 2011 - February 2012
Mr. Handyman August 2009 - April 2011
Ameriprise Financial Services, Inc. May 2003 - May 2009
Skills
Cold Calling, Sales, Medical Devices, New Business Development, Capital Equipment, Market Development, Strategic Planning, Direct Sales, Customer Service, Account Management, Orthopedic, Selling, Business Development, Sales Operations, Sales Process
Education
Medical Sales College 2011 — 2011
Orthopaedic Biologics, 474/500 95%
Catawba College 1992 — 1996
B.A., Finance and Economics
Beth Danchenka Tolan Beth Danchenka Tolan's Ameriprise Financial Services, Inc. Experience 2001 - 2002
Job Partner & Director of Special District Finance, SML Consultants
Industry Real Estate
Experience
SML Consultants, Inc April 2006 - Present
Physicians Formula 2009 - 2010
Highland Fairview Property September 2005 - May 2006
Empire Companies 2002 - 2005
Ameriprise Financial Services, Inc. 2001 - 2002
WNA Comet West February 2000 - 2001
The Opal Group August 1998 - February 2000
Skills
Accounting, Financial Analysis, Budgets, Financial Reporting, Inventory Management, Financial Modeling, Forecasting, Auditing, PowerPoint, Due Diligence, General Ledger, GAAP, Finance, Internal Controls, US GAAP, Cash Flow, Payroll
Education
Carlow College 1994 — 1998
Bachelor of Science, Business Management
Carlow University 1994 — 1998
BS, Business, Accounting
Wilson Christian Academy
SML Consultants, Inc April 2006 - Present
Physicians Formula 2009 - 2010
Highland Fairview Property September 2005 - May 2006
Empire Companies 2002 - 2005
Ameriprise Financial Services, Inc. 2001 - 2002
WNA Comet West February 2000 - 2001
The Opal Group August 1998 - February 2000
Skills
Accounting, Financial Analysis, Budgets, Financial Reporting, Inventory Management, Financial Modeling, Forecasting, Auditing, PowerPoint, Due Diligence, General Ledger, GAAP, Finance, Internal Controls, US GAAP, Cash Flow, Payroll
Education
Carlow College 1994 — 1998
Bachelor of Science, Business Management
Carlow University 1994 — 1998
BS, Business, Accounting
Wilson Christian Academy
Scott Head Scott Head's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job IT Asset Manager at Ameriprise Financial Services, Inc.
Industry Military
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
General Dynamics Information Technology April 2013 - March 2015
Rockwell Collins April 2012 - April 2013
SAIC January 2012 - May 2012
Booz Allen Hamilton July 2011 - January 2012
Information Systems Solutions March 2010 - July 2011
Apex Systems September 2009 - February 2010
Cox Communications 2003 - 2009
Skills
SharePoint, Security, Software Installation, Troubleshooting, Data Center, Project Management, Active Directory, Help Desk Support, Security+, Servers, BMC Remedy, VoIP, Windows Server, Network Engineering, ITIL, VMware, System Administration, Microsoft Exchange, Technical Support, Security Clearance, Windows 7, DoD, Telecommunications, Program Management, Software Development, Software Project..., Business Continuity..., Exchange 2010/2007/2003, SMS, Systems Engineering, Testing, Hardware, Networking, Disaster Recovery, SCCM, Micorsoft Appv, Six Sigma, Microsoft SQL Server
Education
Capella University 2008 — 2012
Bachelors, Science & Information Technology Spec in Project Management
Ameriprise Financial Services, Inc. March 2015 - Present
General Dynamics Information Technology April 2013 - March 2015
Rockwell Collins April 2012 - April 2013
SAIC January 2012 - May 2012
Booz Allen Hamilton July 2011 - January 2012
Information Systems Solutions March 2010 - July 2011
Apex Systems September 2009 - February 2010
Cox Communications 2003 - 2009
Skills
SharePoint, Security, Software Installation, Troubleshooting, Data Center, Project Management, Active Directory, Help Desk Support, Security+, Servers, BMC Remedy, VoIP, Windows Server, Network Engineering, ITIL, VMware, System Administration, Microsoft Exchange, Technical Support, Security Clearance, Windows 7, DoD, Telecommunications, Program Management, Software Development, Software Project..., Business Continuity..., Exchange 2010/2007/2003, SMS, Systems Engineering, Testing, Hardware, Networking, Disaster Recovery, SCCM, Micorsoft Appv, Six Sigma, Microsoft SQL Server
Education
Capella University 2008 — 2012
Bachelors, Science & Information Technology Spec in Project Management
Kerissa Keller Kerissa Keller's Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Client Service and Office Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Central Michigan University 1983 — 1986
Education
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Central Michigan University 1983 — 1986
Education
Brendan Foote Brendan Foote's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Director Enterprise Architect at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2013
Ameriprise Financial Services, Inc. May 2007 - February 2008
SpeechGear, Inc. August 2006 - May 2007
Bullseye Metrix April 2004 - November 2005
Carleton College June 2003 - May 2004
Skills
Java, C#, UML, Lisp, Software Development, Python, Agile Methodologies, SQL, Unix, Software Engineering, C++, Enterprise Architecture, Linux, SOA, SDLC, Solution Architecture, Architecture, Software Project..., Project Management, Eclipse, Spring, Software Design, Requirements Analysis, Application Architecture, XML, Web Services, Java Enterprise Edition, Web Applications, Requirements Gathering, Distributed Systems
Education
University of Minnesota-Twin Cities 2011 — 2013
MS, Software Engineering
Carleton College 2000 — 2004
BA, Computer Science and Mathematics
Shattuck-St. Mary's School 1997 — 2000
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2013
Ameriprise Financial Services, Inc. May 2007 - February 2008
SpeechGear, Inc. August 2006 - May 2007
Bullseye Metrix April 2004 - November 2005
Carleton College June 2003 - May 2004
Skills
Java, C#, UML, Lisp, Software Development, Python, Agile Methodologies, SQL, Unix, Software Engineering, C++, Enterprise Architecture, Linux, SOA, SDLC, Solution Architecture, Architecture, Software Project..., Project Management, Eclipse, Spring, Software Design, Requirements Analysis, Application Architecture, XML, Web Services, Java Enterprise Edition, Web Applications, Requirements Gathering, Distributed Systems
Education
University of Minnesota-Twin Cities 2011 — 2013
MS, Software Engineering
Carleton College 2000 — 2004
BA, Computer Science and Mathematics
Shattuck-St. Mary's School 1997 — 2000
Derek Keeton CFP® Derek Keeton CFP®'s Ameriprise Financial Services, Inc. Experience May 2002 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2002 - Present
Horace Mann August 1997 - May 2002
Education
Carson-Newman University 1993 — 1997
Bachelor of Science, Business Management
Ameriprise Financial Services, Inc. May 2002 - Present
Horace Mann August 1997 - May 2002
Education
Carson-Newman University 1993 — 1997
Bachelor of Science, Business Management
Tom Whitam's Ameriprise Financial Services, Inc. Experience January 2009 - July 2014
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities, Inc. October 2015 - Present
Merrill Lynch November 2014 - July 2015
Ameriprise Financial Services, Inc. January 2009 - July 2014
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) July 2007 - January 2009
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) April 2003 - June 2007
American Enterprise Investment Services, Inc. Subsidiary of American Express Financial Advisors 1999 - 2003
American Express Financial Advisors July 1996 - 1999
Norwest Investment Management and Trust 1994 - 1996
Skills
Series 7, Series 63, FINRA, Securities, Equities, Investments, Alternative Investments, Brokerage, Options, Series 24, Trading, Capital Markets, Financial Services, Fixed Income, Risk Management, Investment Management, Mutual Funds
Education
Capella University 2008 — 2012
Business Administration
The University of North Dakota 1988 — 1990
Aviation Administration
Deutsche Bank Securities, Inc. October 2015 - Present
Merrill Lynch November 2014 - July 2015
Ameriprise Financial Services, Inc. January 2009 - July 2014
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) July 2007 - January 2009
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) April 2003 - June 2007
American Enterprise Investment Services, Inc. Subsidiary of American Express Financial Advisors 1999 - 2003
American Express Financial Advisors July 1996 - 1999
Norwest Investment Management and Trust 1994 - 1996
Skills
Series 7, Series 63, FINRA, Securities, Equities, Investments, Alternative Investments, Brokerage, Options, Series 24, Trading, Capital Markets, Financial Services, Fixed Income, Risk Management, Investment Management, Mutual Funds
Education
Capella University 2008 — 2012
Business Administration
The University of North Dakota 1988 — 1990
Aviation Administration
Sharla Englerth's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Finance
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
American Portfolios February 2013 - July 2014
Centra Financial Group October 2009 - February 2013
Blinds To Go 2008 - 2009
Rapid Response Monitoring 2007 - 2008
Skills
Microsoft Word, Management, Retirement Planning, Microsoft Office, Finance, Insurance, Event Management, Sales, Strategic Planning, Financial Analysis, PowerPoint, Social Networking, Investments, Strategic Financial..., Customer Service, Microsoft Excel
Education
Cazenovia College 2005 — 2009
Bachelor of Science, Business Management
West Irondequoit High School 2001 — 2005
Ameriprise Financial Services, Inc. August 2014 - Present
American Portfolios February 2013 - July 2014
Centra Financial Group October 2009 - February 2013
Blinds To Go 2008 - 2009
Rapid Response Monitoring 2007 - 2008
Skills
Microsoft Word, Management, Retirement Planning, Microsoft Office, Finance, Insurance, Event Management, Sales, Strategic Planning, Financial Analysis, PowerPoint, Social Networking, Investments, Strategic Financial..., Customer Service, Microsoft Excel
Education
Cazenovia College 2005 — 2009
Bachelor of Science, Business Management
West Irondequoit High School 2001 — 2005
Adam Ausloos Adam Ausloos's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Atomic Consulting LLC July 2005 - October 2014
Merrill Lynch April 2012 - April 2014
Create Moda International December 2010 - December 2012
CastleRock Construction January 2009 - March 2010
Citi Residential Lending January 2005 - September 2008
Argent Mortgage LLC February 2005 - April 2008
HSBC FINANCE CORPORATION January 1999 - January 2005
Household Finance January 1999 - January 2002
HSBC FINANCE CORPORATION January 1999 - January 2002
Education
UW-Milwaukee 2010 — 2012
Masters, Executive Masters Of Business Administration
Carroll University 1994 — 1999
BS, Biology PreMed emphsis and Psychology
Mukwonago
Diploma
Ameriprise Financial Services, Inc. May 2014 - Present
Atomic Consulting LLC July 2005 - October 2014
Merrill Lynch April 2012 - April 2014
Create Moda International December 2010 - December 2012
CastleRock Construction January 2009 - March 2010
Citi Residential Lending January 2005 - September 2008
Argent Mortgage LLC February 2005 - April 2008
HSBC FINANCE CORPORATION January 1999 - January 2005
Household Finance January 1999 - January 2002
HSBC FINANCE CORPORATION January 1999 - January 2002
Education
UW-Milwaukee 2010 — 2012
Masters, Executive Masters Of Business Administration
Carroll University 1994 — 1999
BS, Biology PreMed emphsis and Psychology
Mukwonago
Diploma
Mitchell Foster Mitchell Foster's Ameriprise Financial Services, Inc. Experience June 2012 - March 2013
Job Financial Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle November 2014 - Present
The Broyles Group January 2014 - August 2014
Ameriprise Financial Services, Inc. June 2012 - March 2013
City of Shreveport June 2012 - August 2012
City of Plano June 2008 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Swimming, Microsoft Word, Research, Emergency Management, Enforcement, Customer Service, First Aid, Cpr Certified, Leadership, Teamwork, Economic Development, Time Management
Education
Centenary College of Louisiana 2011 — 2014
Bachelor of Arts, Economics, 3.70
The London School of Economics and Political Science (LSE) 2013 — 2013
Finance & Management, A-, A
University of Denver 2010 — 2011
Oracle November 2014 - Present
The Broyles Group January 2014 - August 2014
Ameriprise Financial Services, Inc. June 2012 - March 2013
City of Shreveport June 2012 - August 2012
City of Plano June 2008 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Swimming, Microsoft Word, Research, Emergency Management, Enforcement, Customer Service, First Aid, Cpr Certified, Leadership, Teamwork, Economic Development, Time Management
Education
Centenary College of Louisiana 2011 — 2014
Bachelor of Arts, Economics, 3.70
The London School of Economics and Political Science (LSE) 2013 — 2013
Finance & Management, A-, A
University of Denver 2010 — 2011
Dylan Bothun's Ameriprise Financial Services, Inc. Experience February 2012 - May 2014
Job Regional Service Partner for RiverSource
Industry Financial Services
Experience
RiverSource September 2014 - Present
RiverSource June 2014 - September 2014
Ameriprise Financial Services, Inc. February 2012 - May 2014
First Investors Corporation June 2011 - March 2012
Anchor Bank January 2011 - March 2011
Skills
Leadership, Wealth Management
Education
Carleton College 2007 — 2011
Economics
Rosemount High School 2004 — 2007
RiverSource September 2014 - Present
RiverSource June 2014 - September 2014
Ameriprise Financial Services, Inc. February 2012 - May 2014
First Investors Corporation June 2011 - March 2012
Anchor Bank January 2011 - March 2011
Skills
Leadership, Wealth Management
Education
Carleton College 2007 — 2011
Economics
Rosemount High School 2004 — 2007
Brian MacDonald, CFP®,MBA,ChFC® Brian MacDonald, CFP®,MBA,ChFC®'s Ameriprise Financial Services, Inc. Experience April 2002 - Present
Job Certified Financial Planner™ and Chartered Financial Consultant™ & Franchise Owner with Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2002 - Present
Education
Breck School
HS Diploma - (Cum Laude Society Member)
Carleton College
Bachelor of Arts (BA) - (Economics)
College for Financial Planning
CFP® - CERTIFIED FINANCIAL PLANNER™- Professional, (Financial Planning)
The American College of Financial Services
ChFC® - Chartered Financial Consultant™, (Financial Planning and Services)
The American Institute for Property Casualty Underwriters
CPCU® - Chartered Property Casualty Underwriter™, (Underwriting/Risk Mgmt.)
University of Minnesota-Twin Cities
(Various financial related coursework in economics, accounting, taxation and real estate)
University of St. Thomas
Master of Business Administration (MBA) - (Finance)
Ameriprise Financial Services, Inc. April 2002 - Present
Education
Breck School
HS Diploma - (Cum Laude Society Member)
Carleton College
Bachelor of Arts (BA) - (Economics)
College for Financial Planning
CFP® - CERTIFIED FINANCIAL PLANNER™- Professional, (Financial Planning)
The American College of Financial Services
ChFC® - Chartered Financial Consultant™, (Financial Planning and Services)
The American Institute for Property Casualty Underwriters
CPCU® - Chartered Property Casualty Underwriter™, (Underwriting/Risk Mgmt.)
University of Minnesota-Twin Cities
(Various financial related coursework in economics, accounting, taxation and real estate)
University of St. Thomas
Master of Business Administration (MBA) - (Finance)
Debbie McKellar Debbie McKellar's Ameriprise Financial Services, Inc. Experience August 2009 - Present
Job CDFA ™,CRPC®, Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2009 - Present
H&R Block Financial Advisors, Inc. October 2003 - August 2009
Morgan Stanley February 1986 - November 2002
Prudential November 1981 - February 1986
Education
Cedar Crest College 1974 — 1978
B.A. in Science, Biology Major, French Minor
Wilton High School 1970 — 1974
Ameriprise Financial Services, Inc. August 2009 - Present
H&R Block Financial Advisors, Inc. October 2003 - August 2009
Morgan Stanley February 1986 - November 2002
Prudential November 1981 - February 1986
Education
Cedar Crest College 1974 — 1978
B.A. in Science, Biology Major, French Minor
Wilton High School 1970 — 1974
E. Peggy Carlington, CRPC® E. Peggy Carlington, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Morgan Keegan April 2006 - June 2012
Morgan Stanley September 1998 - 2005
EBC Office Centers 1986 - 1992
Education
Central Michigan University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
John Glenn High School 1969 — 1973
Ameriprise Financial Services, Inc. June 2012 - Present
Morgan Keegan April 2006 - June 2012
Morgan Stanley September 1998 - 2005
EBC Office Centers 1986 - 1992
Education
Central Michigan University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
John Glenn High School 1969 — 1973
Julia Kroll's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Student at Carleton College
Industry
Experience
Carleton College September 2013 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
Education
Carleton College 2012 — 2016
Computer Science, Cognitive Science
Carleton College September 2013 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
Education
Carleton College 2012 — 2016
Computer Science, Cognitive Science
Marcel Christian's Ameriprise Financial Services, Inc. Experience June 2012 - January 2013
Job UI Designer at Financial Engines, UX Design Lead at Trupeco
Industry Internet
Experience
Trupeco July 2015 - Present
Financial Engines August 2014 - Present
Campus Rides Inc. July 2013 - June 2015
Career Sushi March 2013 - May 2014
Ameriprise Financial Services, Inc. June 2012 - January 2013
Olson Zaltman Associates September 2011 - May 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Carnegie Mellon Tepper School of Business September 2008 - December 2010
Duane Morris Government Strategies LLC June 2010 - September 2010
Skills
Lean Startup, Lean UX, User Experience, User Interface Design, Entrepreneurship, Responsive Web Design, Branding & Identity, Photoshop, Marketing Research, Strategy, Analysis, Research, Social Media Marketing, Public Speaking, Management Science, User Acquisition, Economics, Quantitative Analytics, Fundraising, Google Analytics, User Experience Testing, Data Analysis, Agile Web Development, Bootstrap, Qualitative Research, WCAG 2.0 AA, HTML, CSS
Education
Carnegie Mellon University 2010 — 2012
Master of Science, PPM Financial Management & Analysis
Carnegie Mellon University
Bachelor of Science, Decision Sciences (Behavioral Economics)
Trupeco July 2015 - Present
Financial Engines August 2014 - Present
Campus Rides Inc. July 2013 - June 2015
Career Sushi March 2013 - May 2014
Ameriprise Financial Services, Inc. June 2012 - January 2013
Olson Zaltman Associates September 2011 - May 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Carnegie Mellon Tepper School of Business September 2008 - December 2010
Duane Morris Government Strategies LLC June 2010 - September 2010
Skills
Lean Startup, Lean UX, User Experience, User Interface Design, Entrepreneurship, Responsive Web Design, Branding & Identity, Photoshop, Marketing Research, Strategy, Analysis, Research, Social Media Marketing, Public Speaking, Management Science, User Acquisition, Economics, Quantitative Analytics, Fundraising, Google Analytics, User Experience Testing, Data Analysis, Agile Web Development, Bootstrap, Qualitative Research, WCAG 2.0 AA, HTML, CSS
Education
Carnegie Mellon University 2010 — 2012
Master of Science, PPM Financial Management & Analysis
Carnegie Mellon University
Bachelor of Science, Decision Sciences (Behavioral Economics)
Andrew Knutson's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Clearing Service Professional Mutual Funds at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
The Minikahda Club May 2012 - September 2014
Fox International Channels September 2013 - December 2013
Minnesota Honey Producers Association August 2011 - September 2013
Skills
Event Planning, Sales, ArcGIS, Microsoft Office, Photoshop, Photography, Social Media Marketing, Leadership, Customer Service
Education
Carthage College 2010 — 2014
Bachelor of Arts (B.A.), Business Management & Geographic Earth Science
Richmond, The American International University in London — Rome Center 2013 — 2013
Marketing Internship & Italian Language
Richmond, The American International University in London — Rome Center 2012 — 2012
Italian Language, Roman History, & Italian Sociology
Minnehaha Academy 2006 — 2010
Ameriprise Financial Services, Inc. October 2014 - Present
The Minikahda Club May 2012 - September 2014
Fox International Channels September 2013 - December 2013
Minnesota Honey Producers Association August 2011 - September 2013
Skills
Event Planning, Sales, ArcGIS, Microsoft Office, Photoshop, Photography, Social Media Marketing, Leadership, Customer Service
Education
Carthage College 2010 — 2014
Bachelor of Arts (B.A.), Business Management & Geographic Earth Science
Richmond, The American International University in London — Rome Center 2013 — 2013
Marketing Internship & Italian Language
Richmond, The American International University in London — Rome Center 2012 — 2012
Italian Language, Roman History, & Italian Sociology
Minnehaha Academy 2006 — 2010
Sanjiv Varghese Sanjiv Varghese's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Investment Analyst at Ameriprise
Industry Accounting
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Fidelity Investments June 2013 - June 2014
Cazenovia Chamber of Commerce January 2013 - May 2013
Enterprise Rent-A-Car May 2012 - August 2012
Cazenovia College August 2010 - May 2012
Cazenovia College February 2012 - April 2012
NEAC Swimming and Diving ChampionshipsCazenovia February 2012 - February 2012
Jack Levy CPA May 2011 - August 2011
City of Albany June 2007 - August 2009
St. Peter's Hospital April 2008 - April 2008
Skills
QuickBooks, Time Management, Data Entry, Microsoft Office 2007, Customer Service, PowerPoint, Teamwork, Sports, Event Planning, Microsoft Word, Payroll, Accounting, Invoicing, Microsoft Office 2003, Office 2010, Problem Solving, Energy, Organization, Self-driven, Flexible Schedule, Microsoft Publisher, Invoice Finance, Team-oriented, Dependable Team Player, Building Relationships, Investments, Finance, Financial Services, Mutual Funds, Equity Research, Trading, ETFs, Asset Allocation, Retirement Planning, Mainframe, Siebel, Microsoft Office, Microsoft Excel
Education
Cazenovia College 2010 — 2013
Bachelor of Professional Studies in Management, Accounting and Economics, 3.2
Medaille College 2009 — 2010
Bachelor of Professional Studies in Management, Accounting, 3.6
Ameriprise Financial Services, Inc. June 2014 - Present
Fidelity Investments June 2013 - June 2014
Cazenovia Chamber of Commerce January 2013 - May 2013
Enterprise Rent-A-Car May 2012 - August 2012
Cazenovia College August 2010 - May 2012
Cazenovia College February 2012 - April 2012
NEAC Swimming and Diving ChampionshipsCazenovia February 2012 - February 2012
Jack Levy CPA May 2011 - August 2011
City of Albany June 2007 - August 2009
St. Peter's Hospital April 2008 - April 2008
Skills
QuickBooks, Time Management, Data Entry, Microsoft Office 2007, Customer Service, PowerPoint, Teamwork, Sports, Event Planning, Microsoft Word, Payroll, Accounting, Invoicing, Microsoft Office 2003, Office 2010, Problem Solving, Energy, Organization, Self-driven, Flexible Schedule, Microsoft Publisher, Invoice Finance, Team-oriented, Dependable Team Player, Building Relationships, Investments, Finance, Financial Services, Mutual Funds, Equity Research, Trading, ETFs, Asset Allocation, Retirement Planning, Mainframe, Siebel, Microsoft Office, Microsoft Excel
Education
Cazenovia College 2010 — 2013
Bachelor of Professional Studies in Management, Accounting and Economics, 3.2
Medaille College 2009 — 2010
Bachelor of Professional Studies in Management, Accounting, 3.6
Jana Landon Jana Landon's Ameriprise Financial Services, Inc. Experience September 2006 - February 2007
Job Cybersecurity, EDiscovery, and Insurance
Industry Law Practice
Experience
Stradley Ronon Stevens & Young, LLP June 2001 - Present
Ameriprise Financial Services, Inc. September 2006 - February 2007
Ropes and Gray September 1999 - May 2001
Skills
E-Discovery, Cybersecurity, Data Security, Information Governance, Commercial Litigation, Insurance Law, Legal Advice, Arbitration, Mediation, Legal Issues, Pleadings, Legal Writing, Courts, Civil Litigation, Product Liability, Non-profit Boards, Dispute Resolution, Legal Assistance, Legal Research, Insurance, Litigation Support
Education
University of Pennsylvania Law School 1996 — 1999
J.D., Law
Carleton College 1992 — 1996
BA, English
Hopkins High School 1989 — 1992
High School, General Degree
Stradley Ronon Stevens & Young, LLP June 2001 - Present
Ameriprise Financial Services, Inc. September 2006 - February 2007
Ropes and Gray September 1999 - May 2001
Skills
E-Discovery, Cybersecurity, Data Security, Information Governance, Commercial Litigation, Insurance Law, Legal Advice, Arbitration, Mediation, Legal Issues, Pleadings, Legal Writing, Courts, Civil Litigation, Product Liability, Non-profit Boards, Dispute Resolution, Legal Assistance, Legal Research, Insurance, Litigation Support
Education
University of Pennsylvania Law School 1996 — 1999
J.D., Law
Carleton College 1992 — 1996
BA, English
Hopkins High School 1989 — 1992
High School, General Degree
Jacob Lewis, CFP® Jacob Lewis, CFP®'s Ameriprise Financial Services, Inc. Experience June 2008 - December 2009
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA May 2014 - Present
USAA June 2010 - May 2014
University of Tampa 2008 - 2010
Ameriprise Financial Services, Inc. June 2008 - December 2009
Dan Hardt Financial May 2007 - May 2008
Skills
Investments, Portfolio Management, Life Insurance, Wealth Management, Investment Advisory, Series 7, Series 66, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, Strategic Financial..., Fixed Annuities, IRAs, Wealth Accumulation, Financial Advisory, Equity Research, Financial Analysis, Investment Management, Financial Modeling, Bloomberg, Valuation, Equity Valuation, Investment Banking, Fixed Income, Equities, Risk Management, Retirement Planning, Finance, Financial Services, Asset Management, Estate Planning, Bonds
Education
University of Tampa 2008 — 2010
Master's degree, Finance, General
Cedarville University 2004 — 2008
Bachelor's degree, Finance, General
Cedarville University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
USAA May 2014 - Present
USAA June 2010 - May 2014
University of Tampa 2008 - 2010
Ameriprise Financial Services, Inc. June 2008 - December 2009
Dan Hardt Financial May 2007 - May 2008
Skills
Investments, Portfolio Management, Life Insurance, Wealth Management, Investment Advisory, Series 7, Series 66, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, Strategic Financial..., Fixed Annuities, IRAs, Wealth Accumulation, Financial Advisory, Equity Research, Financial Analysis, Investment Management, Financial Modeling, Bloomberg, Valuation, Equity Valuation, Investment Banking, Fixed Income, Equities, Risk Management, Retirement Planning, Finance, Financial Services, Asset Management, Estate Planning, Bonds
Education
University of Tampa 2008 — 2010
Master's degree, Finance, General
Cedarville University 2004 — 2008
Bachelor's degree, Finance, General
Cedarville University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Kathryn Lentz's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job RSA at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Wachovia Securities Financial Network July 2005 - April 2009
Skills
Series 7, Series 66
Education
Carroll College 2000 — 2004
Bachelor of Arts (B.A.), History and International Politics
Ameriprise Financial Services, Inc. May 2009 - Present
Wachovia Securities Financial Network July 2005 - April 2009
Skills
Series 7, Series 66
Education
Carroll College 2000 — 2004
Bachelor of Arts (B.A.), History and International Politics
Elizabeth Sjoberg Elizabeth Sjoberg's Ameriprise Financial Services, Inc. Experience September 2011 - June 2015
Job Raising twin boys... Need I say more?
Industry Food Production
Experience
Sjoberg Household June 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - June 2015
Ameriprise Financial Services, Inc. June 2010 - September 2011
Ameriprise Financial Services, Inc. December 2007 - June 2010
Transamerica September 2004 - December 2007
Associated Bank April 2004 - September 2004
AEGON November 2001 - April 2004
Skills
Financial Services, New Business Development, Fixed Annuities, CRM, Variable Annuities, Selling, Retirement, Training, Series 7, Financial Advisory, Sales, Customer Service, Series 63, Finance
Education
Capella University 2009 — 2011
Management and Leadership
College of St. Catherine 2005 — 2009
Business Administration
University of Northern Iowa 1999 — 2001
Business Administration
Sjoberg Household June 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - June 2015
Ameriprise Financial Services, Inc. June 2010 - September 2011
Ameriprise Financial Services, Inc. December 2007 - June 2010
Transamerica September 2004 - December 2007
Associated Bank April 2004 - September 2004
AEGON November 2001 - April 2004
Skills
Financial Services, New Business Development, Fixed Annuities, CRM, Variable Annuities, Selling, Retirement, Training, Series 7, Financial Advisory, Sales, Customer Service, Series 63, Finance
Education
Capella University 2009 — 2011
Management and Leadership
College of St. Catherine 2005 — 2009
Business Administration
University of Northern Iowa 1999 — 2001
Business Administration
Isaac Pearlman Isaac Pearlman's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture November 2014 - Present
Accenture June 2012 - November 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Business Planning, Data Analysis, Portfolio Management, Bloomberg, Corporate Finance, Financial Analysis, Analysis, Research, Valuation, Project Management, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Case Western Reserve University 2008 — 2012
B.S., Accounting
Accenture November 2014 - Present
Accenture June 2012 - November 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Business Planning, Data Analysis, Portfolio Management, Bloomberg, Corporate Finance, Financial Analysis, Analysis, Research, Valuation, Project Management, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Case Western Reserve University 2008 — 2012
B.S., Accounting
Jonathan Root, CRPC, CDFA Jonathan Root, CRPC, CDFA's Ameriprise Financial Services, Inc. Experience July 1999 - Present
Job Root, Borajkiewicz, Lucarelli Wealth Advisors a Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1999 - Present
Education
Central Connecticut State University 1991 — 1995
Bachelor, Communications
Torrington High School 1985 — 1989
Ameriprise Financial Services, Inc. July 1999 - Present
Education
Central Connecticut State University 1991 — 1995
Bachelor, Communications
Torrington High School 1985 — 1989
Don Howard's Ameriprise Financial Services, Inc. Experience July 1998 - November 2000
Job Solution Architect at Deluxe Corporation
Industry Information Technology and Services
Experience
Deluxe Corporation December 2012 - Present
Assurant Corporate Technology - Assurant, Inc. May 2005 - December 2012
eFunds June 2001 - May 2005
Advanced Technologies Integration November 2000 - May 2001
Ameriprise Financial Services, Inc. July 1998 - November 2000
Objective Systems Guild April 1996 - July 1998
Renaissance Software November 1992 - April 1996
Skills
Architecture, IT Strategy, Software Development, Agile Methodologies, Web Services, Java, XML, Objective-C, Cloud Computing, Public Speaking, Database Design, UML, Technology Roadmapping, SaaS, Stakeholder Management, Technical Leadership, Requirements Analysis, EAI, Ruby on Rails, Social Media, Mobile Technology, Mentoring, Business Process, Architectures, System Architecture, SOA, Solution Architecture, Enterprise Architecture, SDLC, Web Applications, Application Architecture
Education
University of St. Thomas
M.S. Software Engineering, Object Oriented Software Engineering
Carleton College
B.A. Economics
Deluxe Corporation December 2012 - Present
Assurant Corporate Technology - Assurant, Inc. May 2005 - December 2012
eFunds June 2001 - May 2005
Advanced Technologies Integration November 2000 - May 2001
Ameriprise Financial Services, Inc. July 1998 - November 2000
Objective Systems Guild April 1996 - July 1998
Renaissance Software November 1992 - April 1996
Skills
Architecture, IT Strategy, Software Development, Agile Methodologies, Web Services, Java, XML, Objective-C, Cloud Computing, Public Speaking, Database Design, UML, Technology Roadmapping, SaaS, Stakeholder Management, Technical Leadership, Requirements Analysis, EAI, Ruby on Rails, Social Media, Mobile Technology, Mentoring, Business Process, Architectures, System Architecture, SOA, Solution Architecture, Enterprise Architecture, SDLC, Web Applications, Application Architecture
Education
University of St. Thomas
M.S. Software Engineering, Object Oriented Software Engineering
Carleton College
B.A. Economics
Andrew Hering Andrew Hering's Ameriprise Financial Services, Inc. Experience May 2011 - October 2011
Job SAP Business Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture March 2014 - Present
PNC November 2011 - October 2012
Ameriprise Financial Services, Inc. May 2011 - October 2011
BlueWater Financial LLC November 2010 - January 2011
Thrivent Financial for Lutherans March 2010 - November 2010
Fox Automotive Group November 2009 - January 2010
Skills
SAP TERP 10 Certified, Microsoft Office, Finance, Financial Analysis, Investments, SAP
Education
Central Michigan University 2013 — 2013
Enterprise Systems Graduate Certificate., 3.92
Central Michigan University 2006 — 2009
Enterprise ststems graduate certificate, Finance
Accenture March 2014 - Present
PNC November 2011 - October 2012
Ameriprise Financial Services, Inc. May 2011 - October 2011
BlueWater Financial LLC November 2010 - January 2011
Thrivent Financial for Lutherans March 2010 - November 2010
Fox Automotive Group November 2009 - January 2010
Skills
SAP TERP 10 Certified, Microsoft Office, Finance, Financial Analysis, Investments, SAP
Education
Central Michigan University 2013 — 2013
Enterprise Systems Graduate Certificate., 3.92
Central Michigan University 2006 — 2009
Enterprise ststems graduate certificate, Finance
Darren House's Ameriprise Financial Services, Inc. Experience August 2011 - April 2012
Job
Industry Information Technology and Services
Experience
Xcel Energy November 2014 - Present
RBC January 2013 - December 2014
Xcel Energy May 2012 - February 2013
Ameriprise Financial Services, Inc. August 2011 - April 2012
US Bank August 2007 - July 2011
US Banccorp August 2003 - August 2007
U.S. Bank May 2001 - August 2003
Intervise August 2001 - December 2001
U.S. Navy January 1995 - January 1999
Skills
Mergers, SharePoint, Visio, Requirements Gathering, Business Analysis, Process Improvement, Requirements Analysis, Program Management, Project Management, Access, Vendor Management, Software Development, Software Documentation, Risk Management, SQL, Team Building
Education
Capella University 2006 — 2010
Bachelor of Science (BS)
Dakota County Technical College 1999 — 2001
Associate of Arts and Sciences (AAS)
Dakota County Technical College 1999 — 2001
A.A.S Degree
Xcel Energy November 2014 - Present
RBC January 2013 - December 2014
Xcel Energy May 2012 - February 2013
Ameriprise Financial Services, Inc. August 2011 - April 2012
US Bank August 2007 - July 2011
US Banccorp August 2003 - August 2007
U.S. Bank May 2001 - August 2003
Intervise August 2001 - December 2001
U.S. Navy January 1995 - January 1999
Skills
Mergers, SharePoint, Visio, Requirements Gathering, Business Analysis, Process Improvement, Requirements Analysis, Program Management, Project Management, Access, Vendor Management, Software Development, Software Documentation, Risk Management, SQL, Team Building
Education
Capella University 2006 — 2010
Bachelor of Science (BS)
Dakota County Technical College 1999 — 2001
Associate of Arts and Sciences (AAS)
Dakota County Technical College 1999 — 2001
A.A.S Degree
Pamela Isham's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Ameriprise Financial Services, Inc. 2015 - 2015
Ameriprise Financial Services, Inc. 2015 - 2015
Isham Consulting 2001 - 2015
Endurant Business Solutions 1999 - 2001
KeyTech 1997 - 1999
Vallon, Inc. 1996 - 1997
Levi Strauss & Co. 1992 - 1996
Fuji Xerox 1989 - 1991
Skills
Leadership, Process Analysis, Six Sigma, Program Management, Project Management, Management Consulting, Strategic Planning, Business Analysis, Process Improvement, Workshop Facilitation, Business Process..., Change Management, Consulting, Non-profits, Start-ups, Leadership Development, Business Strategy, Cross-functional Team..., Nonprofits, Strategy, Marketing, Entrepreneurship, Software Development
Education
Carleton College 1984 — 1988
B.A., cum laude, Latin American Studies
Ameriprise Financial Services, Inc. 2015 - Present
Ameriprise Financial Services, Inc. 2015 - 2015
Ameriprise Financial Services, Inc. 2015 - 2015
Isham Consulting 2001 - 2015
Endurant Business Solutions 1999 - 2001
KeyTech 1997 - 1999
Vallon, Inc. 1996 - 1997
Levi Strauss & Co. 1992 - 1996
Fuji Xerox 1989 - 1991
Skills
Leadership, Process Analysis, Six Sigma, Program Management, Project Management, Management Consulting, Strategic Planning, Business Analysis, Process Improvement, Workshop Facilitation, Business Process..., Change Management, Consulting, Non-profits, Start-ups, Leadership Development, Business Strategy, Cross-functional Team..., Nonprofits, Strategy, Marketing, Entrepreneurship, Software Development
Education
Carleton College 1984 — 1988
B.A., cum laude, Latin American Studies
Dan Bonicatto's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Sr. Training Consultant at Ameriprise Financial Services, Inc.
Industry E-Learning
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Bonicatto ID & Development, LLC February 2009 - Present
Ameriprise Financial December 1997 - December 2008
Amerprise Financial 1997 - 2008
The Toro Company 1993 - 1997
The Toro Company 1993 - 1997
Northwest Airlines 1989 - 1993
CPT Corp 1982 - 1986
Skills
Captivate, E-learning, Lectora, Instructional Design, Flash, ActionScript, WebEx, Classroom Instruction, Virtual, ADDIE, Web-based Training, E-learning Development, Instructor-led Training, Blended Learning, Online Training, Classroom, E-Learning, Training Delivery, Distance Learning, Learning Management, Training, Needs Analysis, Strategy, Adult Education, Content Development, Instructional Technology, Employee Training, Consulting, Technical Training, Workshop Facilitation, Learning Management..., Technical Writing, Leadership Development, Performance Improvement, Multimedia, Performance Consulting, Presenter, Camtasia, SnagIt, Organizational..., Organizational...
Education
Capella University 2003 — 2006
St. Cloud State University 1979 — 1982
bs, mass communications
Ameriprise Financial Services, Inc. November 2012 - Present
Bonicatto ID & Development, LLC February 2009 - Present
Ameriprise Financial December 1997 - December 2008
Amerprise Financial 1997 - 2008
The Toro Company 1993 - 1997
The Toro Company 1993 - 1997
Northwest Airlines 1989 - 1993
CPT Corp 1982 - 1986
Skills
Captivate, E-learning, Lectora, Instructional Design, Flash, ActionScript, WebEx, Classroom Instruction, Virtual, ADDIE, Web-based Training, E-learning Development, Instructor-led Training, Blended Learning, Online Training, Classroom, E-Learning, Training Delivery, Distance Learning, Learning Management, Training, Needs Analysis, Strategy, Adult Education, Content Development, Instructional Technology, Employee Training, Consulting, Technical Training, Workshop Facilitation, Learning Management..., Technical Writing, Leadership Development, Performance Improvement, Multimedia, Performance Consulting, Presenter, Camtasia, SnagIt, Organizational..., Organizational...
Education
Capella University 2003 — 2006
St. Cloud State University 1979 — 1982
bs, mass communications
Jeremy P. Moore, CFA®, MBA's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. June 2007 - August 2013
Education
Central Michigan University 2000 — 2007
Master of Business Administration (MBA), Finance, General
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. June 2007 - August 2013
Education
Central Michigan University 2000 — 2007
Master of Business Administration (MBA), Finance, General
Jeninne McGee's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Senior Vice President Enterprise Implementation and Operational Risk Assessment at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise December 2010 - 2012
Ameriprise Financial 2005 - 2010
Skills
Series 7, Financial Services
Education
Carleton College 1981 — 1985
Bachelor's degree, Economics
Carlson School of Management
Master of Business Administration (MBA), Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise December 2010 - 2012
Ameriprise Financial 2005 - 2010
Skills
Series 7, Financial Services
Education
Carleton College 1981 — 1985
Bachelor's degree, Economics
Carlson School of Management
Master of Business Administration (MBA), Business Administration and Management, General
Chad Hemquist's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Technology Delivery: Mobility
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Best Buy August 2011 - November 2014
Best Buy December 2009 - August 2011
Best Buy November 2009 - February 2011
Accenture July 2004 - November 2009
Best Buy 2000 - 2005
Skills
Mobility Management, Mobility Strategy, Mobile Device Management, Carrier Relationship..., Enterprise Mobility, Wireless Mobility, Carrier Selection, Mobile Devices, Mobile Technology, Carrier Services, Vendor Management, Security, Project Management, Analysis, Management, Business Analysis, Enterprise Architecture, Telecommunications, SaaS, Solution Architecture, Information Technology, SDLC, Cloud Computing, Integration, System Deployment, Business Intelligence, Business Process
Education
Capella University 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
University of Minnesota Duluth 1995 — 1999
University of Minnesota-Duluth
Ameriprise Financial Services, Inc. November 2013 - Present
Best Buy August 2011 - November 2014
Best Buy December 2009 - August 2011
Best Buy November 2009 - February 2011
Accenture July 2004 - November 2009
Best Buy 2000 - 2005
Skills
Mobility Management, Mobility Strategy, Mobile Device Management, Carrier Relationship..., Enterprise Mobility, Wireless Mobility, Carrier Selection, Mobile Devices, Mobile Technology, Carrier Services, Vendor Management, Security, Project Management, Analysis, Management, Business Analysis, Enterprise Architecture, Telecommunications, SaaS, Solution Architecture, Information Technology, SDLC, Cloud Computing, Integration, System Deployment, Business Intelligence, Business Process
Education
Capella University 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
University of Minnesota Duluth 1995 — 1999
University of Minnesota-Duluth
Jon Kring's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Financial Advisor with Insight Wealth Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial September 2002 - April 2013
Eaton Corporation February 1982 - July 2001
Skills
Retirement Planning, Portfolio Management
Education
Case Western Reserve University 1971 — 1975
Master's degree, Mathematics
Kalamazoo College 1966 — 1970
Bachelor's degree, Mathematics
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial September 2002 - April 2013
Eaton Corporation February 1982 - July 2001
Skills
Retirement Planning, Portfolio Management
Education
Case Western Reserve University 1971 — 1975
Master's degree, Mathematics
Kalamazoo College 1966 — 1970
Bachelor's degree, Mathematics
Su Gaustad's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Cyber security detect and response
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
General Mills September 2013 - June 2015
Target January 2012 - September 2013
Carlson Companies January 2009 - January 2012
Fortify Software January 2006 - January 2009
Accenture Technology Solutions April 2001 - September 2002
Skills
Integration, Project Management, Security, Information Security, Management, CISSP, PCI DSS, Enterprise Architecture, Information Security..., Network Security, Leadership, Application Security, Encryption, Lean IT, Computer Security, Secure Coding, Vulnerability Assessment
Education
University of St. Thomas 2010 — 2014
Master of Business Administration
Carnegie Mellon University 2004 — 2005
Master of Science, Information Security Technology and Management
Mahawithayalai Kasetsart
Bachelor of Engineering (B.Eng.), Computer Engineering
Ameriprise Financial Services, Inc. June 2015 - Present
General Mills September 2013 - June 2015
Target January 2012 - September 2013
Carlson Companies January 2009 - January 2012
Fortify Software January 2006 - January 2009
Accenture Technology Solutions April 2001 - September 2002
Skills
Integration, Project Management, Security, Information Security, Management, CISSP, PCI DSS, Enterprise Architecture, Information Security..., Network Security, Leadership, Application Security, Encryption, Lean IT, Computer Security, Secure Coding, Vulnerability Assessment
Education
University of St. Thomas 2010 — 2014
Master of Business Administration
Carnegie Mellon University 2004 — 2005
Master of Science, Information Security Technology and Management
Mahawithayalai Kasetsart
Bachelor of Engineering (B.Eng.), Computer Engineering
Brandon Sakry's Ameriprise Financial Services, Inc. Experience 2003 - 2004
Job Product Development Manager at Travelers Insurance
Industry Insurance
Experience
Travelers Insurance October 2010 - Present
Travelers Insurance January 2008 - January 2010
American Hardware Mutual Insurance Company August 2006 - January 2008
American Hardware Mutual Insurance Company May 2005 - August 2006
American Hardware Mutual Insurance Company January 2004 - May 2005
Ameriprise Financial Services, Inc. 2003 - 2004
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Commercial Lines, SharePoint, Professional Liability, Microsoft Word, Microsoft Excel, Adobe Acrobat, Document Drafting, Directors & Officers..., Errors & Omissions
Education
Case Western Reserve University 1999 — 2003
BA, Economics
Travelers Insurance October 2010 - Present
Travelers Insurance January 2008 - January 2010
American Hardware Mutual Insurance Company August 2006 - January 2008
American Hardware Mutual Insurance Company May 2005 - August 2006
American Hardware Mutual Insurance Company January 2004 - May 2005
Ameriprise Financial Services, Inc. 2003 - 2004
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Commercial Lines, SharePoint, Professional Liability, Microsoft Word, Microsoft Excel, Adobe Acrobat, Document Drafting, Directors & Officers..., Errors & Omissions
Education
Case Western Reserve University 1999 — 2003
BA, Economics
Connie Hoye's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Executive Assistant at BioMed Valley Discoveries, Inc.
Industry Research
Experience
Stowers Institute for Medical Research July 2010 - Present
BioMed Valley Discoveries, Inc. July 2010 - Present
Ameriprise Financial Services, Inc. 1995 - Present
Minnesota Housing Finance Agency March 1999 - July 2010
PolarNet 2008 - 2010
Minnesota Attorney General's Office October 1996 - March 1999
Minnesota Attorney General's Office May 1996 - October 1996
Minnesota Attorney General's Office August 1989 - May 1996
Rush's Bridal 1981 - 1986
Skills
Management, Research, Leadership, Purchasing, Budgets, PowerPoint, Microsoft Office, Program Management, Community Outreach, Microsoft Excel, Customer Service, Strategic Planning, Project Management, Training, Microsoft Word, Access, Team Leadership, Project Planning, Outlook, Team Building, Public Speaking, Process Scheduler, Policy, Contract Negotiation, Enthusiastic..., Fundraising, Government, Nonprofits, Employee Training, Human Resources
Education
Cardinal Stritch University 2005 — 2008
Bachelors, Management
Northern Technical School of Business 1980 — 1982
Court Reporting Diploma, Court Reporting
Stowers Institute for Medical Research July 2010 - Present
BioMed Valley Discoveries, Inc. July 2010 - Present
Ameriprise Financial Services, Inc. 1995 - Present
Minnesota Housing Finance Agency March 1999 - July 2010
PolarNet 2008 - 2010
Minnesota Attorney General's Office October 1996 - March 1999
Minnesota Attorney General's Office May 1996 - October 1996
Minnesota Attorney General's Office August 1989 - May 1996
Rush's Bridal 1981 - 1986
Skills
Management, Research, Leadership, Purchasing, Budgets, PowerPoint, Microsoft Office, Program Management, Community Outreach, Microsoft Excel, Customer Service, Strategic Planning, Project Management, Training, Microsoft Word, Access, Team Leadership, Project Planning, Outlook, Team Building, Public Speaking, Process Scheduler, Policy, Contract Negotiation, Enthusiastic..., Fundraising, Government, Nonprofits, Employee Training, Human Resources
Education
Cardinal Stritch University 2005 — 2008
Bachelors, Management
Northern Technical School of Business 1980 — 1982
Court Reporting Diploma, Court Reporting
Titus Song's Ameriprise Financial Services, Inc. Experience 1991 - 1996
Job Director Alternative Investments
Industry Financial Services
Jonathan Lefor's Ameriprise Financial Services, Inc. Experience May 2008 - November 2009
Job Paraplanner at Comprehensive Wealth Partners a Financial Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Comprehensive Wealth Partners a Financial Advisory Practice of Ameriprise Financial, Inc July 2012 - Present
Montgomery and Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc. February 2010 - June 2012
Ameriprise Financial Services, Inc. May 2008 - November 2009
CME Federal Credit Union May 2004 - April 2007
Skills
Finance, Strategic Financial..., Asset Management, Financial Planning, Retirement Planning, Risk Management, Investments, Series 7, Wealth Management, Mutual Funds, Leadership, Asset Allocation, Portfolio Management, Investment Strategies
Education
Ohio University 2011 — 2012
Master of Financial Economics, Financial Economics
Cedarville University 2001 — 2003
Bachelor of Arts, Political Science
Clark College 1999 — 2001
General Studies
Comprehensive Wealth Partners a Financial Advisory Practice of Ameriprise Financial, Inc July 2012 - Present
Montgomery and Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc. February 2010 - June 2012
Ameriprise Financial Services, Inc. May 2008 - November 2009
CME Federal Credit Union May 2004 - April 2007
Skills
Finance, Strategic Financial..., Asset Management, Financial Planning, Retirement Planning, Risk Management, Investments, Series 7, Wealth Management, Mutual Funds, Leadership, Asset Allocation, Portfolio Management, Investment Strategies
Education
Ohio University 2011 — 2012
Master of Financial Economics, Financial Economics
Cedarville University 2001 — 2003
Bachelor of Arts, Political Science
Clark College 1999 — 2001
General Studies
Lee Callaway CRPC®, AAMS®'s Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Registered Support Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
USA Dance Houston 2011 - Present
Ameriprise Financial Services, Inc. August 2003 - May 2014
Bayou City Performing Arts 2006 - 2012
Mission College September 1997 - December 2002
Education
University of California, Berkeley 1966 — 1970
Doctor of Philosophy (PhD), Human Nutrition
University of California, Berkeley 1964 — 1966
Master of Public Health (MPH), Human Nutrition
Carnegie Mellon University 1960 — 1964
Bachelor of Science (BS), Foods, Nutrition, and Related Services
Santa Fe High School
Ameriprise Financial Services, Inc. June 2014 - Present
USA Dance Houston 2011 - Present
Ameriprise Financial Services, Inc. August 2003 - May 2014
Bayou City Performing Arts 2006 - 2012
Mission College September 1997 - December 2002
Education
University of California, Berkeley 1966 — 1970
Doctor of Philosophy (PhD), Human Nutrition
University of California, Berkeley 1964 — 1966
Master of Public Health (MPH), Human Nutrition
Carnegie Mellon University 1960 — 1964
Bachelor of Science (BS), Foods, Nutrition, and Related Services
Santa Fe High School
Joe Richard's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Program Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial July 2010 - April 2015
Ameriprise Financial Services, Inc. January 2007 - July 2010
Ameriprise Financial Services, Inc. July 2004 - January 2007
Skills
Financial Services, Business Analysis, Vendor Management, Project Management, Management, Business Process..., Business Strategy, Change Management, Insurance, Mutual Funds, Leadership, Strategy, Process Improvement, Relationship Management, Strategic Planning, Cross-functional Team..., Analysis
Education
Cardinal Stritch University
Business Management
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial July 2010 - April 2015
Ameriprise Financial Services, Inc. January 2007 - July 2010
Ameriprise Financial Services, Inc. July 2004 - January 2007
Skills
Financial Services, Business Analysis, Vendor Management, Project Management, Management, Business Process..., Business Strategy, Change Management, Insurance, Mutual Funds, Leadership, Strategy, Process Improvement, Relationship Management, Strategic Planning, Cross-functional Team..., Analysis
Education
Cardinal Stritch University
Business Management
Walter Roth's Ameriprise Financial Services, Inc. Experience July 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2007 - Present
A.G. Edwards & Sons, Inc. 1986 - 2007
Education
Central College 1966 — 1969
B. A., Political Science
Weequahic 1961 — 1965
Ameriprise Financial Services, Inc. July 2007 - Present
A.G. Edwards & Sons, Inc. 1986 - 2007
Education
Central College 1966 — 1969
B. A., Political Science
Weequahic 1961 — 1965
Liz Townsend's Ameriprise Financial Services, Inc. Experience January 2008 - January 2013
Job Human Resources Professional, Data & Talent Analytics
Industry Human Resources
Experience
Xcel Energy May 2014 - Present
Volt Workforce Solutions/Contractor @ Cargill May 2013 - May 2014
Ameriprise Financial Services, Inc. January 2008 - January 2013
Ameriprise Financial Services, Inc. April 2006 - January 2008
Target August 2003 - April 2006
Liberty of London, London England February 2000 - July 2002
Dayton Hudson Marshall Field's Department Stores August 1996 - February 1999
Skills
Strong Client Service..., Data Analysis and..., Project Support and..., Administration, Microsoft Work, Excel,..., Customer Service, Financial Budgeting and..., Excellent Written..., Presentation Development, System Administration, Training, Management, Performance Management, Business Analysis, Human Resources, Leadership, Process Improvement
Education
Capella University 2009 — 2013
Bachelor of Science, Business/Human Resources Management specialization, 4.0
University of Northern Iowa 1985 — 1990
Bachelor of Arts, Fashion Merchandising/Marketing
Xcel Energy May 2014 - Present
Volt Workforce Solutions/Contractor @ Cargill May 2013 - May 2014
Ameriprise Financial Services, Inc. January 2008 - January 2013
Ameriprise Financial Services, Inc. April 2006 - January 2008
Target August 2003 - April 2006
Liberty of London, London England February 2000 - July 2002
Dayton Hudson Marshall Field's Department Stores August 1996 - February 1999
Skills
Strong Client Service..., Data Analysis and..., Project Support and..., Administration, Microsoft Work, Excel,..., Customer Service, Financial Budgeting and..., Excellent Written..., Presentation Development, System Administration, Training, Management, Performance Management, Business Analysis, Human Resources, Leadership, Process Improvement
Education
Capella University 2009 — 2013
Bachelor of Science, Business/Human Resources Management specialization, 4.0
University of Northern Iowa 1985 — 1990
Bachelor of Arts, Fashion Merchandising/Marketing
Trevor Lipsett's Ameriprise Financial Services, Inc. Experience June 2009 - August 2009
Job NativeSpeaking English Teacher at Hess Educational Organization
Industry International Trade and Development
Experience
HESS International Educational Organization July 2010 - November 2012
John Hancock Life Insurance Company (U.S.A.) June 2009 - July 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Skills
Teaching, Economics, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Research, Social Media, Marketing
Education
National Sun Yat-Sen University 2012 — 2013
Chinese Language
Carthage College 2006 — 2010
Bachelor of Arts (B.A.), International Political Economy
HESS International Educational Organization July 2010 - November 2012
John Hancock Life Insurance Company (U.S.A.) June 2009 - July 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Skills
Teaching, Economics, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Research, Social Media, Marketing
Education
National Sun Yat-Sen University 2012 — 2013
Chinese Language
Carthage College 2006 — 2010
Bachelor of Arts (B.A.), International Political Economy
Ronnie Jackson, AWMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job National Sales Consultant, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - May 2015
Marcus & Millichap September 2008 - October 2009
Education
Carleton College 2004 — 2008
BA, Economics
DeLaSalle High School
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - May 2015
Marcus & Millichap September 2008 - October 2009
Education
Carleton College 2004 — 2008
BA, Economics
DeLaSalle High School
Marc Werner's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Senior Risk Manager & Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
AMERIPRISE FINANCIAL May 2010 - May 2013
AMERIPRISE FINANCIAL January 2007 - April 2010
American Express Financial Advisors/Ameriprise Financial July 2002 - December 2006
eLoyalty March 1998 - June 2002
NordicTrack September 1993 - February 1998
Skills
Series 7, Series 24, Series 66, Financial Planning, Wealth, Retirement Planning, Investment Advisory, Compliance, Registered Principal, Mutual Funds, Strategic Financial..., Process Improvement, Insurance, Management, Training, Cross-functional Team..., Coaching, Fixed Annuities, Small Business, Finance, Leadership, Team Building
Education
Walden University 2011 — 2013
MBA, Leadership, 4.0
Cardinal Stritch University 1995 — 1997
B.S., Business Administration
Klemmer & Assoc
Advanced Leadership Training
Ameriprise Financial Services, Inc. May 2013 - Present
AMERIPRISE FINANCIAL May 2010 - May 2013
AMERIPRISE FINANCIAL January 2007 - April 2010
American Express Financial Advisors/Ameriprise Financial July 2002 - December 2006
eLoyalty March 1998 - June 2002
NordicTrack September 1993 - February 1998
Skills
Series 7, Series 24, Series 66, Financial Planning, Wealth, Retirement Planning, Investment Advisory, Compliance, Registered Principal, Mutual Funds, Strategic Financial..., Process Improvement, Insurance, Management, Training, Cross-functional Team..., Coaching, Fixed Annuities, Small Business, Finance, Leadership, Team Building
Education
Walden University 2011 — 2013
MBA, Leadership, 4.0
Cardinal Stritch University 1995 — 1997
B.S., Business Administration
Klemmer & Assoc
Advanced Leadership Training
gregory molchen's Ameriprise Financial Services, Inc. Experience March 2007 - March 2013
Job Regional Sales Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Ameriprise Financial Services, Inc. March 2007 - March 2013
Ford Motor Company May 1999 - March 2007
Aetna March 1997 - May 1999
Enterprise Rent-A-Car January 1995 - February 1997
Enterprise Rent-A-Car July 1992 - January 1995
Skills
Series 7, Investments, Strategic Financial..., Retirement Planning, Wealth Management, Recruiting, Finance, Financial Advisory, Financial Planning, Financial Services, Insurance, Leadership, Mutual Funds
Education
Carnegie Mellon University 1997 — 2001
MPM, Public Policy and Management
Penn State University 1988 — 1992
BS, Economics
Northwestern Mutual March 2013 - Present
Ameriprise Financial Services, Inc. March 2007 - March 2013
Ford Motor Company May 1999 - March 2007
Aetna March 1997 - May 1999
Enterprise Rent-A-Car January 1995 - February 1997
Enterprise Rent-A-Car July 1992 - January 1995
Skills
Series 7, Investments, Strategic Financial..., Retirement Planning, Wealth Management, Recruiting, Finance, Financial Advisory, Financial Planning, Financial Services, Insurance, Leadership, Mutual Funds
Education
Carnegie Mellon University 1997 — 2001
MPM, Public Policy and Management
Penn State University 1988 — 1992
BS, Economics
Dianne Laughton's Ameriprise Financial Services, Inc. Experience February 1982 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1982 - Present
Education
Central Michigan University 1976 — 1980
Masters, Managment and Supervison
Ameriprise Financial Services, Inc. February 1982 - Present
Education
Central Michigan University 1976 — 1980
Masters, Managment and Supervison
Monica T Morrison's Ameriprise Financial Services, Inc. Experience 2015 - 2015
Job
Industry Financial Services
Experience
Horizontal Integration February 2015 - Present
NACR November 2013 - February 2015
Ameriprise Financial Services, Inc. 2015 - 2015
Genesis10 April 2012 - November 2013
U.S. Bank May 2009 - March 2012
U.S. Bank March 2008 - May 2009
U.S. Bank May 2006 - March 2008
Skills
Business Analysis, Requirements Gathering, Testing, Test Planning, Software Documentation, Management, Agile Methodologies, Access, SDLC, Integration, Test Cases, Requirements Management, Analysis, Training, ERP, Requirements Analysis, Data Analysis, Business Process, Visio, Business Requirements, Quality Assurance, Waterfall, User Acceptance Testing, Vendor Management, Business Process..., Software Project...
Education
University of Minnesota - Carlson School of Management 1987 — 1992
Bachelors, Accounting
Capella University
MBA, Information Technology
Horizontal Integration February 2015 - Present
NACR November 2013 - February 2015
Ameriprise Financial Services, Inc. 2015 - 2015
Genesis10 April 2012 - November 2013
U.S. Bank May 2009 - March 2012
U.S. Bank March 2008 - May 2009
U.S. Bank May 2006 - March 2008
Skills
Business Analysis, Requirements Gathering, Testing, Test Planning, Software Documentation, Management, Agile Methodologies, Access, SDLC, Integration, Test Cases, Requirements Management, Analysis, Training, ERP, Requirements Analysis, Data Analysis, Business Process, Visio, Business Requirements, Quality Assurance, Waterfall, User Acceptance Testing, Vendor Management, Business Process..., Software Project...
Education
University of Minnesota - Carlson School of Management 1987 — 1992
Bachelors, Accounting
Capella University
MBA, Information Technology
David Misner's Ameriprise Financial Services, Inc. Experience August 2010 - March 2012
Job VP Risk Analyst III at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Tutor Doctor February 2014 - August 2014
Boise Analytics, LLC January 2014 - August 2014
Ameriprise Financial August 2012 - December 2013
REI April 2012 - July 2012
Ameriprise Financial Services, Inc. August 2010 - March 2012
Boise Analytics, LLC March 2010 - July 2010
Ameriprise Financial Services, Inc. November 2006 - February 2010
The Xylitol Store, LLC July 2003 - November 2006
Decision Support Solutions, LLC January 1993 - June 2003
Skills
SAS, SAS SQL, SAS Macros, SAS Certified Base..., SAS programming, Business Intelligence, Analytics, Data Analysis, Predictive Analytics, Statistical Modeling, Predictive Modeling, Data Mining, Data Warehousing, Business Analysis, Business Analytics, Health Insurance, Actuarial Science, Actuarial Consulting, Actuarial Exams, HEDIS, Actuaries, Healthcare Information..., Data Warehouse..., Statistics, Financial Services, SDLC, Reporting & Analysis
Education
Carroll College
Math/Statistics
Montana State University-Bozeman
Bachelor of Science (BS), Math/Statistics
J.P. Morgan September 2014 - Present
Tutor Doctor February 2014 - August 2014
Boise Analytics, LLC January 2014 - August 2014
Ameriprise Financial August 2012 - December 2013
REI April 2012 - July 2012
Ameriprise Financial Services, Inc. August 2010 - March 2012
Boise Analytics, LLC March 2010 - July 2010
Ameriprise Financial Services, Inc. November 2006 - February 2010
The Xylitol Store, LLC July 2003 - November 2006
Decision Support Solutions, LLC January 1993 - June 2003
Skills
SAS, SAS SQL, SAS Macros, SAS Certified Base..., SAS programming, Business Intelligence, Analytics, Data Analysis, Predictive Analytics, Statistical Modeling, Predictive Modeling, Data Mining, Data Warehousing, Business Analysis, Business Analytics, Health Insurance, Actuarial Science, Actuarial Consulting, Actuarial Exams, HEDIS, Actuaries, Healthcare Information..., Data Warehouse..., Statistics, Financial Services, SDLC, Reporting & Analysis
Education
Carroll College
Math/Statistics
Montana State University-Bozeman
Bachelor of Science (BS), Math/Statistics
Andrew Gierer's Ameriprise Financial Services, Inc. Experience October 2008 - December 2008
Job Pricing Coordinator
Industry Computer Software
Experience
Price Intelligently January 2015 - Present
Consolidated Consulting Group, LLC July 2014 - November 2014
Brown Brothers Harriman February 2013 - October 2014
FM Facility Maintenance June 2012 - February 2013
Bank of Urbana July 2011 - September 2011
Pfizer June 2009 - August 2009
Ameriprise Financial Services, Inc. October 2008 - December 2008
Olympia Sports February 2007 - September 2008
GP Industries June 2006 - August 2006
Skills
Budgets, Microsoft Excel, Customer Service, Finance, Time Management, Bloomberg, Smartstream TLM, Financial Analysis, Investments, SharePoint, Cash Management, PowerPoint, Microsoft Office, Microsoft Word, Sales, Financial Accounting, Management, Financial Services, Equities, Leadership, Account Reconciliation, Bloomberg Terminal, Analysis, Securities, Process Improvement, Teamwork, Financial Statements, Derivatives
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master's Degree, Finance
Central Connecticut State University 2009 — 2011
B.S., Finance
Three Rivers Community College 2007 — 2008
A.S., Business Administration
Price Intelligently January 2015 - Present
Consolidated Consulting Group, LLC July 2014 - November 2014
Brown Brothers Harriman February 2013 - October 2014
FM Facility Maintenance June 2012 - February 2013
Bank of Urbana July 2011 - September 2011
Pfizer June 2009 - August 2009
Ameriprise Financial Services, Inc. October 2008 - December 2008
Olympia Sports February 2007 - September 2008
GP Industries June 2006 - August 2006
Skills
Budgets, Microsoft Excel, Customer Service, Finance, Time Management, Bloomberg, Smartstream TLM, Financial Analysis, Investments, SharePoint, Cash Management, PowerPoint, Microsoft Office, Microsoft Word, Sales, Financial Accounting, Management, Financial Services, Equities, Leadership, Account Reconciliation, Bloomberg Terminal, Analysis, Securities, Process Improvement, Teamwork, Financial Statements, Derivatives
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master's Degree, Finance
Central Connecticut State University 2009 — 2011
B.S., Finance
Three Rivers Community College 2007 — 2008
A.S., Business Administration
Tim Crawford's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Vice President & Group Counsel at Ameriprise Financial Services, Inc.
Industry Legal Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Nationwide Insurance September 2010 - March 2013
Nationwide Insurance July 2006 - August 2010
Nationwide Insurance February 2003 - June 2006
Skills
Insurance, Insurance Law, Litigation, Litigation Management, FINRA, Risk Management, Claim, Corporate Governance, Mutual Funds, Fixed Annuities, Arbitration, Life Insurance, Securities, Securities Regulation, Financial Services
Education
Capital University Law School 1993 — 1997
Doctor of Law (J.D.)
The Ohio State University 1987 — 1991
Bachelor of Arts (B.A.), History
Universidad de Guanajuato 1990 — 1990
Summer Study Program, Spanish
Ameriprise Financial Services, Inc. April 2013 - Present
Nationwide Insurance September 2010 - March 2013
Nationwide Insurance July 2006 - August 2010
Nationwide Insurance February 2003 - June 2006
Skills
Insurance, Insurance Law, Litigation, Litigation Management, FINRA, Risk Management, Claim, Corporate Governance, Mutual Funds, Fixed Annuities, Arbitration, Life Insurance, Securities, Securities Regulation, Financial Services
Education
Capital University Law School 1993 — 1997
Doctor of Law (J.D.)
The Ohio State University 1987 — 1991
Bachelor of Arts (B.A.), History
Universidad de Guanajuato 1990 — 1990
Summer Study Program, Spanish
Bruce Hutchins's Ameriprise Financial Services, Inc. Experience December 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2008 - Present
UBS January 1998 - December 2008
Education
Carleton College 1979 — 1983
BA, Physics
Kennedy Senior High School
Ameriprise Financial Services, Inc. December 2008 - Present
UBS January 1998 - December 2008
Education
Carleton College 1979 — 1983
BA, Physics
Kennedy Senior High School
Jack McBride's Ameriprise Financial Services, Inc. Experience 1994 - 2014
Job Vice President Investments at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities August 2014 - Present
Ameriprise Financial Services, Inc. 1994 - 2014
Skills
Mutual Funds, Investments, Series 7, Wealth Management, Retirement Planning, Financial Planning, Series 63, Securities, Asset Allocation, Equities, Retirement, Series 8, Series 65, Finance
Education
Central Michigan University 1990 — 1994
BSBA, Finance
Wunderlich Securities August 2014 - Present
Ameriprise Financial Services, Inc. 1994 - 2014
Skills
Mutual Funds, Investments, Series 7, Wealth Management, Retirement Planning, Financial Planning, Series 63, Securities, Asset Allocation, Equities, Retirement, Series 8, Series 65, Finance
Education
Central Michigan University 1990 — 1994
BSBA, Finance
Ronald L. Ginter, ChFC®'s Ameriprise Financial Services, Inc. Experience April 1998 - Present
Job Platinum Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1998 - Present
Education
The American College 2005 — 2006
Chartered Financial Consultant
Capital University 1995 — 1996
Bachelor of Arts (BA), Financial Planning and Services
Sinclair Community College 1993 — 1994
Associates of Applied Sciences, Business Administration
Ameriprise Financial Services, Inc. April 1998 - Present
Education
The American College 2005 — 2006
Chartered Financial Consultant
Capital University 1995 — 1996
Bachelor of Arts (BA), Financial Planning and Services
Sinclair Community College 1993 — 1994
Associates of Applied Sciences, Business Administration
Chris Gallaugher's Ameriprise Financial Services, Inc. Experience December 1998 - Present
Job Financial Advisor franchised with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1998 - Present
Education
Capital University
Ameriprise Financial Services, Inc. December 1998 - Present
Education
Capital University
Christopher Jarmush's Ameriprise Financial Services, Inc. Experience September 1990 - December 1991
Job Area Senior Vice President at Gallagher Fiduciary Advisors, LLC
Industry Financial Services
Experience
Arthur J. Gallagher & Co. December 2007 - Present
T. Rowe Price June 2003 - December 2007
Schwab Retirement Plan Services September 1998 - June 2003
Deloitte October 1998 - September 1999
KeyCorp December 1991 - October 1998
Ameriprise Financial Services, Inc. September 1990 - December 1991
Skills
Investment Strategies, Asset Allocation, 401k, Investments, Portfolio Management, Due Diligence, Pension Funds, Investment Research, Consulting, Asset Managment, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Series 7, Fixed Income, Investment Advisory, Pensions, Series 63, Defined Contribution..., Financial Services, Retirement, Investment Management, Asset Management
Education
Case Western Reserve University 1986 — 1990
Bachelor of Science (BSc), Finance and Financial Management Services
Weatherhead School of Management at Case Western Reserve University
BS
Arthur J. Gallagher & Co. December 2007 - Present
T. Rowe Price June 2003 - December 2007
Schwab Retirement Plan Services September 1998 - June 2003
Deloitte October 1998 - September 1999
KeyCorp December 1991 - October 1998
Ameriprise Financial Services, Inc. September 1990 - December 1991
Skills
Investment Strategies, Asset Allocation, 401k, Investments, Portfolio Management, Due Diligence, Pension Funds, Investment Research, Consulting, Asset Managment, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Series 7, Fixed Income, Investment Advisory, Pensions, Series 63, Defined Contribution..., Financial Services, Retirement, Investment Management, Asset Management
Education
Case Western Reserve University 1986 — 1990
Bachelor of Science (BSc), Finance and Financial Management Services
Weatherhead School of Management at Case Western Reserve University
BS
Kurt Giese's Ameriprise Financial Services, Inc. Experience February 2005 - November 2005
Job IT Manager at Provine
Industry Information Technology and Services
Experience
Provine October 2007 - Present
U.S. Bank May 2007 - October 2007
Imgenx November 2005 - May 2007
Ameriprise Financial Services, Inc. February 2005 - November 2005
The Papers Inc August 2002 - May 2004
Community Health Network 1997 - 2002
Skills
Active Directory, Microsoft SQL Server, Business Analysis, Project Management, HTML, SQL, Strategic Planning, Network Design, Network Administration, Purchasing, Web Design, Vendor Management, Relationship Management, Windows, Integration, Management, Troubleshooting, Microsoft Office
Education
Cardinal Stritch University 2005 — 2007
Bachelor’s Degree, Bachelor of Science in Business and Management
Provine October 2007 - Present
U.S. Bank May 2007 - October 2007
Imgenx November 2005 - May 2007
Ameriprise Financial Services, Inc. February 2005 - November 2005
The Papers Inc August 2002 - May 2004
Community Health Network 1997 - 2002
Skills
Active Directory, Microsoft SQL Server, Business Analysis, Project Management, HTML, SQL, Strategic Planning, Network Design, Network Administration, Purchasing, Web Design, Vendor Management, Relationship Management, Windows, Integration, Management, Troubleshooting, Microsoft Office
Education
Cardinal Stritch University 2005 — 2007
Bachelor’s Degree, Bachelor of Science in Business and Management
Joyce Crossley Walters's Ameriprise Financial Services, Inc. Experience September 2003 - Present
Job Senior Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2003 - Present
Prudential Financial September 1979 - August 2002
Education
Cardinal Stritch University
Master, Business of Science in Management
Ameriprise Financial Services, Inc. September 2003 - Present
Prudential Financial September 1979 - August 2002
Education
Cardinal Stritch University
Master, Business of Science in Management
john pisani's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job
Industry Financial Services
Experience
Patterson Companies, Inc. October 2013 - March 2014
Piper Jaffray April 2013 - October 2013
Cigna January 2013 - April 2013
CompuCom December 2011 - January 2013
Ameriprise Financial Services, Inc. 2012 - 2013
Open Systems International July 2011 - December 2011
Wells Fargo March 2008 - July 2011
Wells Fargo November 2005 - March 2008
Comcast November 2001 - July 2005
AT&T Broadband July 1999 - November 2001
Skills
Cisco Technologies, Firewalls, Switches, VPN, Network Design, Network Security, DNS, Routing, Data Center, Juniper, Routers, Juniper Technologies, IPSec, Checkpoint, Load Balancing, Cisco ASA
Education
Central Connecticut State University 1991 — 1996
Bachelor's Degree, Communications
Central Connecticut State University 1991 — 1996
BS
Patterson Companies, Inc. October 2013 - March 2014
Piper Jaffray April 2013 - October 2013
Cigna January 2013 - April 2013
CompuCom December 2011 - January 2013
Ameriprise Financial Services, Inc. 2012 - 2013
Open Systems International July 2011 - December 2011
Wells Fargo March 2008 - July 2011
Wells Fargo November 2005 - March 2008
Comcast November 2001 - July 2005
AT&T Broadband July 1999 - November 2001
Skills
Cisco Technologies, Firewalls, Switches, VPN, Network Design, Network Security, DNS, Routing, Data Center, Juniper, Routers, Juniper Technologies, IPSec, Checkpoint, Load Balancing, Cisco ASA
Education
Central Connecticut State University 1991 — 1996
Bachelor's Degree, Communications
Central Connecticut State University 1991 — 1996
BS
Lorrinda Cheatham's Ameriprise Financial Services, Inc. Experience September 2005 - March 2006
Job CSR at McCook National Bank
Industry Government Administration
Experience
McCook National Bank September 2014 - Present
Village of Stratton March 2009 - August 2014
Panther Expedited Services September 2006 - October 2008
Tri-County Educational Services March 2006 - May 2007
Ameriprise Financial Services, Inc. September 2005 - March 2006
The Hollister Center January 2002 - June 2005
Skills
Customer Service, Outlook, Budgets, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Satisfaction, Team Building, Accounting, Office Management, Fundraising, Marketing, Dispatching, Sales, Teaching, Accounts Payable, Transportation, Logistics, Negotiation, Public Administration, Office Administration, Accounts Receivable, Account Reconciliation, Education, Medical Billing, Utility Billing, EMS, Clerical Skills, Childcare, Tutoring, Leadership, Training, Banking
Education
University of Cincinnati 2002 — 2005
BA, International Affairs
God's Bible School & College 2002 — 2003
University of Arizona 2001 — 2001
Case Western Reserve University 1998 — 2000
Dalton High School 1994 — 1998
McCook National Bank September 2014 - Present
Village of Stratton March 2009 - August 2014
Panther Expedited Services September 2006 - October 2008
Tri-County Educational Services March 2006 - May 2007
Ameriprise Financial Services, Inc. September 2005 - March 2006
The Hollister Center January 2002 - June 2005
Skills
Customer Service, Outlook, Budgets, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Satisfaction, Team Building, Accounting, Office Management, Fundraising, Marketing, Dispatching, Sales, Teaching, Accounts Payable, Transportation, Logistics, Negotiation, Public Administration, Office Administration, Accounts Receivable, Account Reconciliation, Education, Medical Billing, Utility Billing, EMS, Clerical Skills, Childcare, Tutoring, Leadership, Training, Banking
Education
University of Cincinnati 2002 — 2005
BA, International Affairs
God's Bible School & College 2002 — 2003
University of Arizona 2001 — 2001
Case Western Reserve University 1998 — 2000
Dalton High School 1994 — 1998
John Quinnan's Ameriprise Financial Services, Inc. Experience November 2006 - April 2008
Job
Industry
Experience
Huntington National Bank August 2013 - March 2014
Verizon Wireless December 2010 - July 2012
Western & Southern Life March 2010 - December 2010
Ameriprise Financial Services, Inc. November 2006 - April 2008
Edward Jones August 2001 - October 2006
The Schwan Food Company December 1990 - July 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, C
Education
Central Michigan University
Bachelor of Science (BS), Business Administration
Clare High School
Diploma, College Preparatory Courses
Huntington National Bank August 2013 - March 2014
Verizon Wireless December 2010 - July 2012
Western & Southern Life March 2010 - December 2010
Ameriprise Financial Services, Inc. November 2006 - April 2008
Edward Jones August 2001 - October 2006
The Schwan Food Company December 1990 - July 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, C
Education
Central Michigan University
Bachelor of Science (BS), Business Administration
Clare High School
Diploma, College Preparatory Courses
Quinnyana Houston's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Recruiting Solutions Specialist at Ameriprise
Industry Staffing and Recruiting
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
HealthPartners February 2014 - July 2014
HealthPartners May 2013 - February 2014
DSW January 2013 - April 2013
DSW September 2012 - January 2013
HealthPartners August 2011 - September 2012
Victoria's Secret March 2011 - August 2011
Victoria's Secret 2008 - February 2011
Skills
Management, Interviews, Retail, Background Checks, Recruiting, Onboarding, Applicant Tracking..., Talent Management, Customer Service, New Hire Orientations, Employee Relations, Hiring, Human Resources, Screening Resumes, Temporary Placement
Education
Capella University 2015 — 2018
PhD, Industrial and Organizational Psychology
Capella University 2012 — 2014
Master of Science (MS), Industrial and Organizational Psychology, Graduate/Professional
Metropolitan State University 2010 — 2012
Bachelor's, Psychology
Ameriprise Financial Services, Inc. July 2014 - Present
HealthPartners February 2014 - July 2014
HealthPartners May 2013 - February 2014
DSW January 2013 - April 2013
DSW September 2012 - January 2013
HealthPartners August 2011 - September 2012
Victoria's Secret March 2011 - August 2011
Victoria's Secret 2008 - February 2011
Skills
Management, Interviews, Retail, Background Checks, Recruiting, Onboarding, Applicant Tracking..., Talent Management, Customer Service, New Hire Orientations, Employee Relations, Hiring, Human Resources, Screening Resumes, Temporary Placement
Education
Capella University 2015 — 2018
PhD, Industrial and Organizational Psychology
Capella University 2012 — 2014
Master of Science (MS), Industrial and Organizational Psychology, Graduate/Professional
Metropolitan State University 2010 — 2012
Bachelor's, Psychology
Bruce Palen's Ameriprise Financial Services, Inc. Experience October 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2007 - Present
Farmington Hills, MI August 1998 - September 2007
Skills
5 Star Wealth Manager
Education
Central Michigan University 1975 — 1980
MBA, CRPC, Finance, Economics
Ameriprise Financial Services, Inc. October 2007 - Present
Farmington Hills, MI August 1998 - September 2007
Skills
5 Star Wealth Manager
Education
Central Michigan University 1975 — 1980
MBA, CRPC, Finance, Economics
Michelle Goodman, MEd's Ameriprise Financial Services, Inc. Experience September 2010 - December 2012
Job Manager, Organizational Effectiveness at Hitachi Consulting
Industry Telecommunications
Experience
Hitachi Consulting May 2014 - Present
BlueStream Professional Services December 2012 - April 2014
Ameriprise Financial Services, Inc. September 2010 - December 2012
Collabera September 2009 - September 2010
IDR, Inc. February 2009 - September 2009
Iansiti Performance Group October 2008 - December 2008
Cypress Communications 2006 - 2007
Goodman Consulting 1999 - 2006
AT&T 1990 - 1999
Skills
Training, Instructional Design, Instructor-led Training, E-Learning, Employee Training, Learning Management..., Needs Analysis, Program Management, Visio, Workshop Facilitation, Hands-on Training, Leadership, SharePoint, Training Delivery, WebEx, Curriculum Design, Business Process..., Strategy, Team Building, MS Project, SnagIt, Thought Leadership, ADDIE, Captivate, Blended Learning, Leadership Development, Learning Management, Adult Education, Performance Improvement, Onboarding, Project Management, Organizational..., Process Improvement, Microsoft Office, Customer Service, Public Speaking, Change Management, Employee Relations, SCORM, Compliance Training, Articulate Suite, MOOCs
Education
Capella University
MS, Education
National Louis University
MS, Management Leadership
Hampton University
BA, Mass Media Arts
University of Saint Thomas - School of Business
Certified Professional Project Manager
Hitachi Consulting May 2014 - Present
BlueStream Professional Services December 2012 - April 2014
Ameriprise Financial Services, Inc. September 2010 - December 2012
Collabera September 2009 - September 2010
IDR, Inc. February 2009 - September 2009
Iansiti Performance Group October 2008 - December 2008
Cypress Communications 2006 - 2007
Goodman Consulting 1999 - 2006
AT&T 1990 - 1999
Skills
Training, Instructional Design, Instructor-led Training, E-Learning, Employee Training, Learning Management..., Needs Analysis, Program Management, Visio, Workshop Facilitation, Hands-on Training, Leadership, SharePoint, Training Delivery, WebEx, Curriculum Design, Business Process..., Strategy, Team Building, MS Project, SnagIt, Thought Leadership, ADDIE, Captivate, Blended Learning, Leadership Development, Learning Management, Adult Education, Performance Improvement, Onboarding, Project Management, Organizational..., Process Improvement, Microsoft Office, Customer Service, Public Speaking, Change Management, Employee Relations, SCORM, Compliance Training, Articulate Suite, MOOCs
Education
Capella University
MS, Education
National Louis University
MS, Management Leadership
Hampton University
BA, Mass Media Arts
University of Saint Thomas - School of Business
Certified Professional Project Manager
James Falardeau's Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
Education
Central Michigan University
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. November 2008 - Present
Education
Central Michigan University
Bachelor of Science (BS), Economics
Meghan DiCocco's Ameriprise Financial Services, Inc. Experience October 2001 - February 2004
Job Corporate Officer and Office Manager at American Pride Car Washes East
Industry Retail
Experience
American Pride Car Washes East May 2004 - Present
Ameriprise Financial Services, Inc. October 2001 - February 2004
Ameriprise Financial Services, Inc. June 1999 - February 2004
Skills
Retirement Planning, Investments, Financial Advisory, Estate Planning, Series 7, Insurance, Securities, Financial Planners, Training, Cash Flow, Employee Training, Financial Goals, Finance, Strategic Financial..., 401k
Education
Case Western Reserve University 1995 — 1999
Bachelor of Science (B.S.), Management
American Pride Car Washes East May 2004 - Present
Ameriprise Financial Services, Inc. October 2001 - February 2004
Ameriprise Financial Services, Inc. June 1999 - February 2004
Skills
Retirement Planning, Investments, Financial Advisory, Estate Planning, Series 7, Insurance, Securities, Financial Planners, Training, Cash Flow, Employee Training, Financial Goals, Finance, Strategic Financial..., 401k
Education
Case Western Reserve University 1995 — 1999
Bachelor of Science (B.S.), Management
Joelle Dahl's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Customer Professional Annuities at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Anoka Hennipen School District #11 October 2013 - May 2015
Cardia Inc. January 2014 - July 2014
Graves Hospitality March 2013 - February 2014
La Quinta Inns & Suites June 2012 - March 2013
Marriott March 2012 - May 2012
Carthage College February 2012 - May 2012
Macalester College December 2010 - January 2011
Education
Carthage College 2008 — 2012
Bachelor of Arts (BA)
College International de Cannes 2011 — 2011
N/A
Universitat d'Alacant / Universidad de Alicante 2010 — 2010
N/A
Anoka High School 2004 — 2008
High School Diploma
Ameriprise Financial Services, Inc. August 2014 - Present
Anoka Hennipen School District #11 October 2013 - May 2015
Cardia Inc. January 2014 - July 2014
Graves Hospitality March 2013 - February 2014
La Quinta Inns & Suites June 2012 - March 2013
Marriott March 2012 - May 2012
Carthage College February 2012 - May 2012
Macalester College December 2010 - January 2011
Education
Carthage College 2008 — 2012
Bachelor of Arts (BA)
College International de Cannes 2011 — 2011
N/A
Universitat d'Alacant / Universidad de Alicante 2010 — 2010
N/A
Anoka High School 2004 — 2008
High School Diploma
Diane Christ's Ameriprise Financial Services, Inc. Experience May 2004 - Present
Job Corporate Reviewer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2004 - Present
Park Nicollet Health Services September 2001 - May 2004
Qwest August 1997 - June 2001
Skills
Process Improvement, Risk Management, Microsoft Excel, Financial Services, Investments, Analysis, Securities, Business Process..., Vendor Management, Leadership, Series 7, Insurance
Education
Cardinal Stritch University
North Hennepin Community College
Ameriprise Financial Services, Inc. May 2004 - Present
Park Nicollet Health Services September 2001 - May 2004
Qwest August 1997 - June 2001
Skills
Process Improvement, Risk Management, Microsoft Excel, Financial Services, Investments, Analysis, Securities, Business Process..., Vendor Management, Leadership, Series 7, Insurance
Education
Cardinal Stritch University
North Hennepin Community College
Joey Hawkes's Ameriprise Financial Services, Inc. Experience October 2005 - Present
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2005 - Present
Target January 2000 - January 2004
GE Capital January 1998 - January 1999
Skills
Business Analysis, Financial Analysis, Financial Modeling, Requirements Gathering, Leadership, Data Analysis, Business Requirements, Testing, Management, Process Improvement
Education
University of Saint Thomas
Master of Project Management
Capella University
Bachelor's degree, Leadership and Management
Salt Lake Community College
International Business
Ameriprise Financial Services, Inc. October 2005 - Present
Target January 2000 - January 2004
GE Capital January 1998 - January 1999
Skills
Business Analysis, Financial Analysis, Financial Modeling, Requirements Gathering, Leadership, Data Analysis, Business Requirements, Testing, Management, Process Improvement
Education
University of Saint Thomas
Master of Project Management
Capella University
Bachelor's degree, Leadership and Management
Salt Lake Community College
International Business
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank