Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise 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
Aaron L Hobart Aaron L Hobart Punta Gorda, Florida Area Details
Aaron L Hobart's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Vice President/Financial Advisor Charlotte State Bank and Trust in Port Charlotte & Punta Gorda, FL
Industry Investment Management
Experience
Charlotte State Bank & Trust   August 2014 - Present
JP Morgan Chase Securities LLC   September 2013 - August 2014
Merrill Lynch, Pierce,Fenner & Smith/Bank of America   October 2011 - September 2013
Regions Bank  June 2010 - September 2011
SunTrust Bank  August 2006 - May 2010
Ameriprise Financial Services, Inc.   2005 - 2006

Skills
Investments, Financial Planning, Mutual Funds, Series 7, Asset Allocation, Financial Advisory, Insurance, Consumer Lending, Small Business Lending, Series 63, Management, Retail Banking, Banking, Financial Services, Securities, Retirement Planning, Investment Advisory, Finance

Education
University of Southern Maine   1994 — 1996
Accounting / Business Management

Champlain College   1993 — 1994
Accounting / Business Management

Yvette Leslie Yvette Leslie Dallas/Fort Worth Area Details
Yvette Leslie's Ameriprise Financial Services, Inc. Experience June 2002 - May 2006
Job Field Compliance Manager at CUNA Brokerage Services Inc.
Industry Financial Services
Experience
CUNA Brokerage Services Inc.  July 2010 - Present
1st Global  June 2006 - April 2009
Ameriprise Financial  June 2002 - May 2006
Ameriprise Financial Services, Inc.   June 2002 - May 2006

Skills
Leadership, Financial Services, Securities, Insurance, Investments

Education
Chicago State University
Bachelor's degree, Marketing

Morgan Springer Morgan Springer Des Moines, Iowa Details
Morgan Springer's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Ameriprise Financial Intern, Student
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Beauty & Soul Salon and Day Spa   June 2010 - Present
Embassy Club West-Des Moines Embassy Club   August 2013 - June 2015
Economic Inequality and Social Responsibility   December 2013 - December 2014
NextGen Climate  September 2014 - November 2014
Drake University  May 2014 - June 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English, Time Management, Social Networking, Facebook, Photography, InDesign, Social Media Marketing, Sales

Education
Drake University   2013 — 2017

Charles University in Prague   2015 — 2015
Study Abroad, History, Politics, Art

Southeast Polk High School   2008 — 2013
High School Diploma

Patrick A. Everett, CFP®, CRPC® Patrick A. Everett, CFP®, CRPC® Norfolk, Virginia Area Details
Patrick A. Everett, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience January 1998 - Present
Job Financial Advisor, President, Everett and Associates, a financial advisory practice of Ameriprise Financial Services Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1998 - Present

Education
Christopher Newport University   1992 — 1996
B.S.B.A., Management

Jermaine Matthews Jermaine Matthews Greater New York City Area Details
Jermaine Matthews's Ameriprise Financial Services, Inc. Experience December 2004 - May 2006
Job Amalgamated Financial Services
Industry Financial Services
Experience
Amalgamated Bank  May 2015 - Present
deVere Group  2014 - February 2015
Cetera Financial Group  February 2012 - August 2014
JPMorgan Chase  May 2006 - February 2011
Ameriprise Financial Services, Inc.   December 2004 - May 2006
Millennium Partners  August 2001 - November 2003
Pershing, a BNY Mellon company  September 1996 - August 2001

Skills
Wealth Management, Portfolio Management, Risk Assessment, Risk Management, Alternative Investments, Business Planning, College Education..., Private Equity, QROPS, Offshore Services, UK Pension Analysis, Asset Management, Financial Services, Investments, Retirement Planning, Banking

Education
City University of New York-John Jay College of Criminal Justice   2002 — 2006
Bachelor's Degree, International Law and Legal Studies

Bishop Ford Central Catholic HS   1987 — 1991
High School

Alexandra MacQuade Alexandra MacQuade Hampton, New Hampshire Details
Alexandra MacQuade's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Northrop Grumman Corporation  1998 - 2012

Skills
Event Planning, Invoicing, Microsoft Office, Concur, SharePoint, Adobe Acrobat, SAP, WebEx, FrontPage, Photoshop, SAP R/3, Adobe Photoshop, PLSC, Live Meeting, Edge Travel Booking..., Databasics time..., Administrative..., Onboarding, Office Moves, Employee Relations, Social Networking

Education
Middlesex Community College   2002 — 2005
Business Administration and Management, General

Clark University   2000 — 2000
Webmaster Certificate, Web/Multimedia Management and Webmaster

Emerson College   1992 — 1992
Communication and Media Studies

Salem State College   1991 — 1991

Leigh Gamble Leigh Gamble United States Details
Leigh Gamble's Ameriprise Financial Services, Inc. Experience March 2011 - December 2012
Job Event and Design Coordinatior at Events By Decorum
Industry Events Services
Experience
Events By Decorum   2013 - Present
Ameriprise Financial Services, Inc.   March 2011 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Finance, Separately Managed..., Brokerage, Access, Event Planning, Time Management, Data Entry, Sales, Facebook, Event Management, Lotus Notes

Education
College of Saint Catherine   2002 — 2004

Century College

Austin Isler Austin Isler Orange County, California Area Details
Austin Isler's Ameriprise Financial Services, Inc. Experience September 2007 - January 2008
Job Product Manager at Fluidmaster, Inc
Industry Marketing and Advertising
Experience
Fluidmaster, Inc  January 2015 - Present
Ocean Air, Inc.   March 2014 - December 2014
TOSHIBA AMERICA BUSINESS SOLUTIONS  October 2011 - September 2013
New Momentum  July 2009 - October 2011
Ameriprise Financial Services, Inc.   September 2007 - January 2008

Skills
CRM, Marketing, Management, Product Marketing, Training, Data Analysis, Salesforce.com, Pricing, Social Media

Education
Chapman University, The George L. Argyros School of Business and Economics   2008 — 2011
MBA, Business Administration

Chapman University, The George L. Argyros School of Business and Economics   2003 — 2007
Bachelor of Science, Business Administration

Gina Sacco Gina Sacco Saint Paul, Minnesota Details
Gina Sacco's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Lead Teacher at Primrose School of Edina
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Primrose School of Edina   April 2014 - January 2015
Knowledge beginnings  August 2004 - April 2014
Herbergers  October 2007 - May 2008
Great Clips, Inc.   August 2003 - August 2004

Skills
Customer Service, Childcare, Retail, Time Management, Data Entry, Telephone Skills, Cashiering, Social Media, Social Networking, Facebook, Teamwork, Inventory Management

Education
Metropolitan State University   2013 — 2015

Century College   2011 — 2013
Associate of Arts (AA), Business/Commerce, General

Diane Bell CFP, CRPC, CPA Diane Bell CFP, CRPC, CPA Greater New York City Area Details
Diane Bell CFP, CRPC, CPA's Ameriprise Financial Services, Inc. Experience February 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1992 - Present
Arthur Yorkes & Company, LLP   1985 - 1992

Education
New York University
CFP, Financial Planning

City University of New York-Herbert H. Lehman College
B.S., Accounting

Michael R. Miller Michael R. Miller Cincinnati, Ohio Details
Michael R. Miller's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Morgan Keegan & Co.   November 1998 - August 2011
E.F. Hutton/Smith Barney   December 1983 - November 1998

Education
Centre College   1972 — 1976
Bachelor of Arts (B.A.), Economics

Bruce Jia Bruce Jia Greater Minneapolis-St. Paul Area Details
Bruce Jia's Ameriprise Financial Services, Inc. Experience November 2011 - June 2012
Job
Industry Financial Services
Experience
Bruce Jia & Associates, LLC.   June 2013 - Present
Aon Benfield  June 2012 - June 2013
Ameriprise Financial Services, Inc.   November 2011 - June 2012
UnitedHealthcare, Medicare & Retirement   April 2011 - November 2011
Wells Fargo Advisors  November 2009 - May 2011
Many, Many Places   1994 - 2010
Young America Corporation  2008 - 2009
UnitedHealth Group  May 2006 - August 2008
Wells Fargo  July 2000 - May 2006

Skills
Strategic Planning, Six Sigma, Analysis, Product Development, Process Improvement, Microsoft Office, Problem Solving, Negotiation, Mergers, Business Planning, Integration, Continuous Improvement, Healthcare, Business Analysis, Team Building, Process Engineering, Operations Management, Business Strategy, New Business Development, Change Management, Contract Negotiation, Budgeting, Program Management, Cross-functional Team..., Start-ups, Financial Analysis, Strategy

Education
University of Notre Dame   1998 — 2000
MBA

Northwestern University School of Law   1995 — 1996
LL. M

China University of Political Science and Law   1991 — 1994
Master of Law

Kevin Mayer Kevin Mayer Alpharetta, Georgia Details
Kevin Mayer's Ameriprise Financial Services, Inc. Experience February 2007 - July 2011
Job Branch Manager National Branch at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  July 2011 - Present
Ameriprise Financial Services, Inc.   February 2007 - July 2011
Edward Jones  December 2003 - February 2007
Central Carolina Bank  January 2002 - November 2003

Skills
Retirement Planning, Series 7, Annuities, Financial Planning, Investments, Strategic Financial..., Fixed Annuities, Mutual Funds, Series 63, Investment Advisory, Retirement, Wealth Management, Series 24, Financial Planners, 401k Rollovers, Retirement Plan...

Education
Clemson University   1997 — 2001
BS, Marketing/Finance

David Shevchenko, PMP David Shevchenko, PMP Portland, Oregon Area Details
David Shevchenko, PMP's Ameriprise Financial Services, Inc. Experience October 2002 - February 2007
Job Project Manager at Oregon PERS
Industry Government Administration
Experience
State of Oregon PERS  March 2007 - Present
Ameriprise Financial Services, Inc.   October 2002 - February 2007
Ralph Lauren  1998 - 2002

Skills
Project Management, PMP, Business Analysis, SDLC, Requirements Gathering, PMO, Visio, Requirements Analysis, Software Project..., Stakeholder Management, Change Management, Project Planning, Agile Project Management, Testing, User Acceptance Testing, Resource Management, Business Requirements, Business Process..., Management, Leadership

Education
Portland State University   1999 — 2007
BS, Communication and Media Studies

Chemeketa Community College   1997 — 1999
General Studies

Robert Woodend Robert Woodend Germantown, Tennessee Details
Robert Woodend's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Carty & Company, Inc.   April 2010 - January 2012

Education
Christian Brothers University   2006 — 2010
Bachelor of Science (B.S.), Business Administration

Kamara C. Jackson, MA Kamara C. Jackson, MA Greater Chicago Area Details
Kamara C. Jackson, MA's Ameriprise Financial Services, Inc. Experience February 2006 - November 2007
Job Recruiting Coordinator at University of Wisconsin Milwaukee
Industry Higher Education
Experience
University of Wisconsin Milwaukee  September 2015 - Present
Illinois Institute of Technology  October 2011 - Present
Chicago State University  March 2008 - October 2011
State Farm Insurance  November 2007 - February 2008
Ameriprise Financial Services, Inc.   February 2006 - November 2007
American Funds  May 2005 - February 2006
Chicago Public Schools  January 2003 - September 2004
The Disney Store  June 2002 - January 2003
Victoria's Secret  October 1998 - March 2002

Skills
Career Counseling, Resume Writing, Staff Development, Public Speaking, Interviews, Training, Recruiting, Coaching, Cover Letters, Student Development, Student Affairs, Career Development, Curriculum Design, Academic Administration, Research, Nonprofits, Employment, Leadership, Event Planning, Career Management, Program Development, Management, Student Counseling, Community Outreach, Program Management, Cross-functional Team...

Education
Chicago State University   2010 — 2011
Master of Arts, Educational Leadership/Higher Administrative Option

Chicago State University   1998 — 2003
Bachelor of Arts, Board of Governors

Peg Meyerhofer Peg Meyerhofer Greater Minneapolis-St. Paul Area Details
Peg Meyerhofer's Ameriprise Financial Services, Inc. Experience December 2011 - January 2012
Job Marketing Professional | Project Manager | Creative
Industry Marketing and Advertising
Experience
The Lacek Group  December 2014 - February 2015
Blue Cross Blue Shield of Minnesota  December 2013 - February 2014
Bluestem Brands  May 2013 - September 2013
Ameriprise Financial Services, Inc.   December 2011 - January 2012
TheCarrot Agency   October 2011 - October 2011
UnitedHealth Group  October 2007 - May 2011
RR Donnelley  April 2005 - May 2007
Best Buy  April 2004 - April 2005
Best Buy  April 2003 - April 2004
Community Bank  June 1989 - August 2000

Skills
Marketing Communications, Advertising, Marketing, Management, Newsletters, Brand Management, Illustrator, Vendor Management, Project Management, Content Management..., Social Media, Account Management, B2B, Illustration, Email Marketing, Brochures, Marketing Strategy, Illustration and..., Art, Direct Mail, Event Planning, Campaign Management, Team Building, Customer Service, Public Relations, Project and Traffic..., Account/Client Services..., Marketing..., Merchandising/Promotions, SharePoint

Education
Luther College
B.A. Fine Arts, Art and English

Century College
Certificate in Social Media for Business

St. Paul College
Continual Education, Completed course for Web Fundamentals and HTML5

NCRC National Career Readiness Certification
Measures "real world" skills that employers believe are critical to job success.

American Indian OIC/Takoda Institute
Advanced Social Media

Platt College
Computer Graphics Certificate

American Animation Institute
Life Drawing, Character Design, Quick Sketch, Layout, Storyboarding, Animation

Art Center School of Design
Web Graphics, Children’s Book Illustration

College of the Canyons
HTML, Web Graphics, Flash, Dream Weaver, Illustrator

Desiree Schmitt Weldon, MM Desiree Schmitt Weldon, MM Greater Minneapolis-St. Paul Area Details
Desiree Schmitt Weldon, MM's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Recruiter/Talent Acquisition Specialist at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Multiband Corporation  November 2013 - July 2014
University of Phoenix  July 2010 - October 2013
NKBA MN Chapter  August 2009 - August 2010
Contract Design & Co   August 2009 - June 2010
Capital Granite   December 2007 - January 2009
The Tile Shop  August 2006 - December 2007

Skills
Project Management, Strategic Planning, Marketing Strategy, Leadership, Management, Marketing, Training, Leadership Development, Mentoring, Recruiting, Organization, Creativity, Building Relationships, Team Building, Sales, Organizational..., Cold Calling, Customer Service, Internal Communications, Knowledge Management, PowerPoint, Employee Training, Event Planning, Teamwork, Directing, Sales Motivation, Product Development, Staff Development, Networking, Higher Education..., Management Skills..., Resume Writing, Public Speaking, Coaching

Education
The University Of Phoenix   2010 — 2012
Masters, Management

Century College   2008 — 2009
Kitchen and Bath Design Certificate, Kitchen and Bath Design

Minnesota State University, Mankato   2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Construction Management & Interior Design, Minor in Marketing

St. Cloud State University   2001 — 2003
General Education

Apollo High School

Becky Johnson, CFP, CLU Becky Johnson, CFP, CLU Charlotte, North Carolina Area Details
Becky Johnson, CFP, CLU's Ameriprise Financial Services, Inc. Experience May 1989 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1989 - Present
Ameriprise Financial Services, Inc.   May 1989 - Present
Retirement Direction Group a Private Wealth practice of Ameriprise Financial   May 1989 - Present

Education
College for Financial Planning
Certified Financial Planner

Central Piedmont Community College   1986 — 1988
AAS, Associate in Business/Banking and Finance

Shari O'Flanagan Shari O'Flanagan Greater Minneapolis-St. Paul Area Details
Shari O'Flanagan's Ameriprise Financial Services, Inc. Experience July 2009 - November 2013
Job Staff Accountant at Numberworks
Industry Accounting
Experience
Numberworks  May 2014 - Present
Numberworks  November 2013 - April 2014
Salo LLC  2013 - 2014
Ameriprise Financial Services, Inc.   July 2009 - November 2013
Ameriprise Financial Services, Inc.   2001 - 2009
American Express  February 1999 - June 2001
TCF Bank  February 1995 - February 1999

Skills
Account Reconciliation, Financial Services, Journal Entries, General Ledger, PeopleSoft, Customer Service, Variance Analysis, Accounts Payable, Mutual Funds, Business Intelligence, Monarch Pro, SnagIt, Internal Audit, Analysis, Finance, Microsoft Excel, Microsoft Word, Process Improvement, Accounting, Writing Desk..., Pivot Tables, Pulse, SharePoint, Oracle, SATS, OIM, SIMON, Essbase, Prime, NICE, ACIS, FSDB, Employer eServices, Financial Accounting, Cash Management, Lotus Notes, Cash, Banking, Visio, Payments, Sarbanes-Oxley, Financial Statements, Credit, Fund Accounting, Balance Sheet, Requirements Gathering, Cash Flow, Expenses, Bank Reconciliation, Omega

Education
Chippewa Valley Technical College
Information Processing/Administrative Assistant

Chippewa Falls Senior High

Marcia Kaplan Marcia Kaplan Greater New York City Area Details
Marcia Kaplan's Ameriprise Financial Services, Inc. Experience September 1994 - Present
Job Financial Advisor, CFP, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1994 - Present
Time Warner Inc.  1986 - 1993
Goldman Sachs  1974 - 1984

Education
City University of New York City College   1970 — 1974
BA, math and economics

Roger Huddleston Roger Huddleston Greenville, South Carolina Details
Roger Huddleston's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Business Manager at Huddleston & Associates, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present

Education
Georgia State University   1986 — 1988
Master of Business Administration (M.B.A.)

Clemson University   1980 — 1984
Bachelor of Science (BS), Mechanical Engineering

Rick Gundy, CRPC® Rick Gundy, CRPC® Greater Grand Rapids, Michigan Area Details
Rick Gundy, CRPC®'s Ameriprise Financial Services, Inc. Experience December 1990 - Present
Job Financial Advisor at HS&C Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1990 - Present

Education
Muskegon Community College   1969 — 1971

Central Michigan University   1971 — 1973
B.S., Education

Stephen Curd Stephen Curd Santa Clara, California Details
Stephen Curd's Ameriprise Financial Services, Inc. Experience January 2010 - January 2010
Job J.D. Candidate at Santa Clara University School of Law
Industry Legal Services
Experience
Santa Clara County Public Defender Office   May 2014 - August 2014
Camp Echo Lake  June 2013 - August 2013
Success Through Chess   September 2012 - June 2013
Friendly Center  October 2010 - May 2012
Ameriprise Financial Services, Inc.   January 2010 - January 2010
Starbucks  July 2008 - November 2009

Skills
Customer Service, Microsoft Excel, Teaching, PowerPoint, Competitive Analysis, Sales, Facebook, Research, Microsoft Office, Public Speaking, Leadership, Marketing, Finance, Social Media Marketing, Event Planning, Social Media, Social Networking, Time Management

Education
Santa Clara University School of Law   2013 — 2016

Chapman University, The George L. Argyros School of Business and Economics
Bachelors of Arts, Economics

Bellarmine College Preparatory

Saint Andrews!!

Ned Comar CFP®, ChFC®, MBA, CASL® Ned Comar CFP®, ChFC®, MBA, CASL® San Francisco Bay Area Details
Ned Comar CFP®, ChFC®, MBA, CASL®'s Ameriprise Financial Services, Inc. Experience September 1998 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1998 - Present
Dow Chemical  June 1983 - September 1998

Education
Golden Gate University   1994 — 1997
Master of Business Administration (MBA), Finance, General, 3.98

Clemson University   1978 — 1983
Bachelor's degree, Chemical Engineering, Magna Cum Laude

Daniella McClister Daniella McClister Upland, California Details
Daniella McClister's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Independent Beauty Consultant at Mary Kay Inc.
Industry Retail
Experience
Mary Kay Inc.  August 2012 - Present
The Lewis Group of Companies  October 2013 - March 2014
Sunshine Foster Kinship Support Group   2006 - December 2013
Eastvale Chamber of Commerce   October 2012 - October 2013
Eastvale Chamber of Commerce   March 2012 - October 2012
Ameriprise Financial Services, Inc.   May 2012 - August 2012
J & J Auto Wrecking   May 2010 - May 2012
Hut no. 8 Tampa/USF   March 2010 - May 2010
Hawaii Pacific University  September 2009 - January 2010
System System Associates   May 2009 - November 2009

Skills
Ability to effectively..., Access, QuickBooks, Customer Service, Marketing, Retail, Social Networking, Fundraising, Graphic Design, Web Design, Social Media Marketing, Non-profit Leadership, Sales, Community Outreach, Leadership, Chambers of Commerce, Event Planning, Research, Advertising, Project Planning, Nonprofits

Education
Hawaii Pacific University   2007 — 2009
BS, Public Administration

Chaffey College   2010 — 2013
Accounting, Accounting

Grigoriy Grinshteyn Grigoriy Grinshteyn Greater Boston Area Details
Grigoriy Grinshteyn's Ameriprise Financial Services, Inc. Experience May 2005 - October 2010
Job Financial Advisor at Cadence Wealth Management
Industry Financial Services
Experience
Cadence Wealth Management   October 2010 - Present
Ameriprise Financial Services, Inc.   May 2005 - October 2010

Skills
Financial Advisory, Asset Allocation, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Saving for Education, Strategic Financial..., Investments, Series 63, Securities, Alternative Investments, Finance, Insurance, Estate Planning

Education
Clark University   2000 — 2004
Bachelor's degree, International Relations and Affairs

Edward Bettner Edward Bettner Dayton, Ohio Details
Edward Bettner's Ameriprise Financial Services, Inc. Experience December 2011 - August 2014
Job Financial Advisor at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc.   August 2014 - Present
Ameriprise Financial Services, Inc.   December 2011 - August 2014
Edward Jones  March 2004 - November 2011

Skills
Retirement, Financial Services, Finance, Financial Planning, Leadership, Insurance, Life Insurance, Portfolio Management, Financial Analysis, Retirement Planning

Education
Cincinnati State Technical and Community College   1976 — 1978
Associate's degree, General Sales, Merchandising and Related Marketing Operations

Northern Kentucky University   1975 — 1976

Joseph Laxamana Joseph Laxamana Honolulu, Hawaii Details
Joseph Laxamana's Ameriprise Financial Services, Inc. Experience March 2007 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Reid Matsushima (Northwestern Mutual)   November 2013 - July 2015
First American Title  November 2012 - September 2013
New York Life Insurance Company  June 2009 - November 2012
Epilepsy Warriors Foundation   June 2011 - July 2012
Ameriprise Financial Services, Inc.   March 2007 - March 2009

Skills
Office Administration, Sales Management, Microsoft Office, Pages, Keynote, Numbers, Client Services, Sales Support, Client Retention, Insurance, Financial Planning, Accounts Payable, Accounts Receivable, Epilepsy, Health Insurance, Non-profits, Grant Writing, Strategic Financial..., System Administration, Fundraising, Retirement Planning, Nonprofits, Event Planning, Community Outreach, Training, Customer Service, Customer Retention

Education
Chaminade University of Honolulu   1999 — 2003
BA

Kevin J. Storberg Kevin J. Storberg Greater New York City Area Details
Kevin J. Storberg's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Analytics Consultant
Industry Research
Experience
Kevin J. Storberg   April 2015 - Present
Ameriprise Financial Services, Inc.   March 2014 - Present
City University of New York  September 2012 - May 2014
Ameriprise Financial Services, Inc.   September 2010 - August 2012

Skills
Analysis, Data Analysis, Leadership, Microsoft Excel, Research, Microsoft Office, Financial Analysis, Investments, Social Media, Business Analysis, Strategic Financial..., Public Speaking, Microsoft Word, PowerPoint, Social Networking, Community Outreach

Education
City University of New York   2006 — 2013
B.S., Economics

City University of New York   2006 — 2013
B.A., Political Science and Government

City University of New York   2006 — 2013
Minor, Business Administration and Management, General

Chartered Financial Analyst Institute
2015 Level 2 Candidate in the CFA Program, Passed Level 1 on First Attempt

Dominick Gallo CFS, CFP Dominick Gallo CFS, CFP Colts Neck, New Jersey Details
Dominick Gallo CFS, CFP's Ameriprise Financial Services, Inc. Experience 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1989 - Present

Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting

Todd Fox Todd Fox Columbus, Ohio Area Details
Todd Fox's Ameriprise Financial Services, Inc. Experience April 2003 - January 2006
Job Data Analytics & Reporting Analyst at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable  November 2013 - Present
Time Warner Cable  December 2012 - November 2013
Time Warner Cable  August 2011 - December 2012
Time Warner Cable  January 2006 - August 2011
Ameriprise Financial Services, Inc.   April 2003 - January 2006

Skills
ASP.NET, C#, SQL Server, Troubleshooting, Linux, HTML, JavaScript, Supervisory Skills, SQL, Access, VBScript, IIS, SharePoint, .NET, XML, Databases, Scripting, SSIS, Microsoft Office, Programming, T-SQL, Unix, Web Services, Web Applications, LINQ, DTS, SOAP, Microsoft SQL Server, Telecommunications, Integration, TCP/IP, Networking, Testing, Visio, jQuery, Visual Basic, Visual Studio, SSRS

Education
Cincinnati State Technical and Community College   2002 — 2004
Software Engineering

Columbus State   2001 — 2002
Computer Programming

Columbus College of Art & Design   1997 — 1999
Media Studies

North Union High School   1992 — 1996

Kate Lydon Kate Lydon Greater New York City Area Details
Kate Lydon's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Proprietor of Asbury Park Inn
Industry Venture Capital & Private Equity
Experience
Asbury Park Inn   2014 - Present
Metropolitan Real Estate  2010 - May 2014
Metropolitan Real Estate  2008 - 2010
Fidelity Investments  2005 - 2007
Ameriprise Financial Services, Inc.   2003 - 2005

Skills
Investments, Financial Analysis, Financial Modeling, Alternative Investments, Due Diligence, Hedge Funds, Management, Emerging Markets, Private Equity

Education
City University London

Penn State University
Letters, Arts & Sciences

Abby Lagermeier Abby Lagermeier Greater Minneapolis-St. Paul Area Details
Abby Lagermeier's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Brokerage Services ProfessionalII at Ameriprise Financial
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
EXPRESS  July 2010 - Present
Ameriprise Financial  December 2010 - February 2015
Iowa State University College of Liberal Arts and Sciences   January 2009 - May 2009
Securus Wealth Management   February 2003 - August 2008

Skills
Microsoft Office, Social Media, Marketing, Social Media Marketing, Event Planning, Marketing Communications, Customer Service, Social Networking, Public Relations, Marketing Strategy, Facebook, Time Management, Sales

Education
Iowa State University   2006 — 2010
Bachelor of Science (BS), Marketing

CIMBA   2009 — 2009
Marketing

Michele Chavers Michele Chavers Huntsville, Alabama Area Details
Michele Chavers's Ameriprise Financial Services, Inc. Experience September 2003 - December 2006
Job Realtor at Exit Realty of the Valley
Industry Real Estate
Experience
Exit Realty of the Valley  September 2011 - Present
Edward Jones  February 2007 - August 2012
Ameriprise Financial Services, Inc.   September 2003 - December 2006

Education
Cincinnati State Technical and Community College   1997 — 1997

Flomaton High School   1987 — 1989

Anthony Rizzuto Anthony Rizzuto Greater New York City Area Details
Anthony Rizzuto's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor, President & COO | Pell Wealth Partners
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Financial Services Inc.  March 1989 - Present

Education
American College   1997 — 1998
Chartered Life Underwriter (CLU), Taxation & Extate Planning

College for Financial Planning   1992 — 1993
CFP, Financial Planning and Services

Clark University   1984 — 1988
BA, Business Management

Poly Prep Country Day School   1981 — 1984

Penney Margeotes Penney Margeotes Greater New York City Area Details
Penney Margeotes's Ameriprise Financial Services, Inc. Experience 2013 - 2014
Job Program Manager/Meeting Manager
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   2013 - 2014
Ameriprise Financial Services, Inc.   2013 - 2014
The Scienomics Group  March 2011 - November 2011
Looking for work  June 2010 - September 2011
Looking for Freelance   September 2009 - March 2011
The Scienomics Group  January 2005 - January 2009
Fission Communications  2003 - 2005
Fission Communications now Caudex Medical Inc.   2003 - 2005
Regan Campbell Ward  2003 - 2005
Discovery East  January 2001 - January 2003

Skills
Account Management, Meeting Planning, Medical Education, Marketing Communications, Event Management, Event Planning, Social Media, Oncology, CME, Pharmaceutical Industry, Advertising, Marketing Strategy

Education
City University of New York-Hunter College   1985 — 1987
BA, Psychology and Social Work

Ithaca College   1972 — 1976
BA, Theater Arts, Music, Dance

Shoua Dolly Lee Shoua Dolly Lee Saint Paul, Minnesota Details
Shoua Dolly Lee's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Service Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
Ameriprise Financial Services, Inc.   December 2014 - July 2015
Aon  September 2013 - November 2014
Ameriprise  February 2012 - September 2013
The Hartford  September 2011 - February 2012
The Hartford  July 2007 - September 2011
The Hartford  May 2005 - January 2007

Skills
Quality Center, Process Improvement, Quality Assurance, Business Analysis, Call Centers, Requirements Gathering, Program Management, Management, Insurance, Finance

Education
Penn State University   2015 — 2019
Bachelor of Science (B.S.), Security and Risk Analysis - Information and Cyber Security

Century College   2008 — 2012
Associate of Applied Science, Business Management

Century College   2008 — 2012
Associate of Arts (AA), Liberal Arts

Lori Reetz (Ameriprise) Lori Reetz (Ameriprise) Saginaw, Michigan Details
Lori Reetz (Ameriprise)'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Client Services Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Kelly Services / Dow Chemical   September 2010 - January 2012
GM / Delphi   June 1973 - March 2009

Skills
Outlook, Lotus Notes, Microsoft Excel, Microsoft Office, PowerPoint, Access, Vendor Management, Organization &..., Communication Skills, Standards Compliance, PeopleSoft, Time Management, Leadership, Training, Program Management, Process Improvement, Customer Service, Public Speaking, Communication

Education
Saginaw Valley State University - College of Business and Management   1980 — 1985
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General

Central Michigan University   1974 — 1978
Bachelor of Arts (B.A.), Business Administration and Management, General; Journalism

Vicki Picazo - Macias Vicki Picazo - Macias Greater Los Angeles Area Details
Vicki Picazo - Macias's Ameriprise Financial Services, Inc. Experience June 2010 - June 2011
Job Virtual Assistant, Bookkeeping & Office Support For Small Business Owners
Industry Executive Office
Experience
VP Virtual Assistant   March 2008 - Present
Ameriprise Financial Services, Inc.   June 2010 - June 2011
ARMAC Mortgage   2007 - 2008
JRW Investments   2004 - 2007

Skills
Bookkeeping, Office Organization, Office Administration, Marketing, Small Business, Business, Administrative Work, Time Management, Organization, Real Estate, Investments, Administrative..., Customer Service, Microsoft Office, Travel Arrangements, Notary Public, Calendaring, Spreadsheets

Education
Citrus College   2004 — 2006
Business Management

William Bredthauer, CFP®, CFS® William Bredthauer, CFP®, CFS® Fishkill, New York Details
William Bredthauer, CFP®, CFS®'s Ameriprise Financial Services, Inc. Experience April 1993 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1993 - Present

Skills
Client Management,..., Employee Benefits,..., Protection Planning,...

Education
Clark University   1981 — 1985
BA, Psychology & English Lit.

College of Financial Planning
Certified Financial Planner, CFP, Comprehensive Financial Planning

Mitchell Goldman Mitchell Goldman Fort Myers, Florida Area Details
Mitchell Goldman's Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc. CA Insurance License #0H70903
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2008 - Present
Banc of America Investment Services, Inc.   2000 - 2008
Morgan Stanley  1988 - 2000

Education
City University of New York-Brooklyn College   1970 — 1973
BA, Political Science / Economics

Chad Howard Chad Howard Greater Minneapolis-St. Paul Area Details
Chad Howard's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Design Engineer at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Prime Therapeutics  November 2011 - March 2015
Paragon Development Systems  May 2011 - November 2011
Park Nicollet Health Services  November 2010 - May 2011
Ecolab  December 2007 - November 2010
Enventis Telecom  July 2007 - December 2007
Ecolab Inc.  January 2001 - July 2007
TEKsystems  April 1998 - January 2001
St. Clares Hospital  1995 - 1996
Norwalk Hospital  1993 - 1996

Skills
Unified Communications, Cisco Call Manager, Cisco Technologies, Data Center, Unity Connection, VoIP, Cisco IOS, Switches, Cisco Nexus, Routers, ITIL, Routing, WAN, UCCE

Education
Century College   1992 — 1993
NREMT-P, Paramedic

Minnesota State University, Mankato
Pre-Medicine, Paramedicine

St. Cloud State University
Computer Science, Biology

David T. Bulow, CPA MBA David T. Bulow, CPA MBA San Jose, California Details
David T. Bulow, CPA MBA's Ameriprise Financial Services, Inc. Experience February 2011 - January 2013
Job VP Finance & Operations at Dinan Corp
Industry Automotive
Experience
Dinan Corporation   May 2014 - Present
Willow Ridge HOA   2010 - Present
Ameriprise Financial Services, Inc.   February 2011 - January 2013
Financial Consultant  September 2009 - June 2010
PLX Technology  2008 - 2009
Corsair Memory  2006 - 2007
Ikanos Communications  2006 - 2006
Nuelight Corp   2005 - 2006
Bookham  2004 - 2005
ESS Technology  1998 - 2004

Skills
Mergers, Financial Modeling, Forecasting, Start-ups, Process Improvement, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Auditing, Leadership, Investments, Management, Financial Analysis, Corporate Finance, Accounting, Finance, Strategic Planning, Budgets

Education
Golden Gate University   1984 — 1985
Bachelor of Science (BS), Accounting

City College of San Francisco   1982 — 1983

Bill Cupach Bill Cupach Cleveland/Akron, Ohio Area Details
Bill Cupach's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Sr. Franchise Field VicePresident at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Ameriprise Financial  July 2005 - Present
Council of Smaller Enterprises (COSE) Greater Cleveland Partnership   February 2004 - February 2005
Huntington National Bank  June 2002 - February 2004

Skills
Financial Advisory, Financial Services, Investment Advisory, Leadership, Recruiting, Retirement, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Change Management, Coaching, Finance, Investments, Asset Allocation, Mutual Funds, Banking

Education
Cleveland State University   1993 — 1997
Bachlor's of Science, Marketing

Saint Ignatius High School   1989 — 1993

Thomas Ballard Thomas Ballard Houston, Texas Area Details
Thomas Ballard's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2013 - Present
Ameriprise Financial  January 2010 - February 2013
Ameriprise Financial Services, Inc.   April 2009 - March 2010
Ameriprise Financial  May 2004 - October 2009

Education
City University of New York-Brooklyn College   1989 — 1995

Broadmoor High School   1981 — 1985

Kim Thoresen Kim Thoresen Greater Detroit Area Details
Kim Thoresen's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2010 - Present
Ameriprise Financial Services, Inc.   April 2008 - December 2009
Come Rhyme With Me   2006 - 2009
Fannie Mae  July 1996 - June 1999

Skills
Series 7, Uniform Combined State...

Education
University of Detroit Mercy   1988 — 1989
MBA, Finance

Central Michigan University   1978 — 1982
BS, Finance

Iain St James Iain St James Minneapolis, Minnesota Details
Iain St James's Ameriprise Financial Services, Inc. Experience February 2000 - August 2003
Job owner at Lofty Gardens & Designs
Industry Design
Experience
Lofty Gardens & Designs   April 2006 - Present
Smith & Hawken  February 2007 - November 2009
Ameriprise Financial Services, Inc.   February 2000 - August 2003

Skills
Graphic Design, Photoshop, Adobe Creative Suite, Retail, Interior Design, Space planning, Sales, Illustrator, InDesign, PowerPoint, AutoCAD, Photography, Horticulture, Garden Design, Brand Development, Creative Direction, Furniture, Email Marketing, Architectural Design, Customer Service, Social Media, Space Planning, Public Speaking, Microsoft Office

Education
Minneapolis Community and Technical College   2012 — 2014
Architectural and Building Sciences/Technology, 3.75

University of Minnesota-Twin Cities   2003 — 2005
Greenhouse Managment, Horticultural Science, 3.85

Cleveland State University   1989 — 1991
American History (United States), 3.45

Scott Gregory Scott Gregory Greater Minneapolis-St. Paul Area Details
Scott Gregory's Ameriprise Financial Services, Inc. Experience May 2007 - June 2008
Job Loan Originator at First Option Mortgage
Industry Financial Services
Experience
First Option Mortgage  November 2014 - Present
JPMorgan Chase  July 2013 - November 2014
First Option Mortgage  March 2012 - July 2013
Summit Mortgage Corporation  November 2010 - March 2012
Liberty Title, Inc.   July 2008 - November 2010
Ameriprise Financial Services, Inc.   May 2007 - June 2008
ACC Capital Holdings  May 2005 - May 2007

Skills
Mortgage Lending, Mortgage Banking, Sales, Financial Analysis, Customer Service, Strategic Planning, Series 7, Series 63, Notary Public, Energy, Going the Extra Mile, Microsoft Office, Goal Oriented, Microsoft Excel, Research, History, Outlook, Principles, Teaching, Budgets, Windows, Microsoft Word, PowerPoint, Leadership, Financial Services, Residential Mortgages, FHA, Refinance, Finance, Loan Origination, VA loans, FHA financing, USDA, Reverse Mortgages, FHA Financing, Social Media Marketing, VA Loans

Education
Winona
Computer networking

Hennepin Technical College
Business

Century College
Generals

Maxie Kalish Maxie Kalish New York, New York Details
Maxie Kalish's Ameriprise Financial Services, Inc. Experience July 2012 - December 2012
Job North American Events Manager, Sponsorships
Industry Events Services
Experience
Union for Reform Judaism  September 2014 - Present
Moishe House  December 2012 - Present
Union for Reform Judaism  January 2013 - August 2014
Ameriprise Financial Services, Inc.   July 2012 - December 2012
Events Planning, Clark U   October 2007 - July 2012
Choices, Clark U   October 2007 - May 2011

Skills
Microsoft Office, Mac OS X, Windows, Prezi, Google Analytics, Social Networking, Social Media, Social Media Marketing, Outlook Express, Adobe Contribute, EMS Management, SEO, SEM, Project Management, Leadership, Press Releases, Event Planning, Nonprofits, Public Speaking, Fundraising

Education
Clark University   2011 — 2012
Masters of Science, Professional Communications

Clark University   2007 — 2011
BA, Theater Arts

Davon T. Gregory Davon T. Gregory Greater Los Angeles Area Details
Davon T. Gregory's Ameriprise Financial Services, Inc. Experience 1999 - 2004
Job Occupational Safety and Health
Industry Public Safety
Experience
OSCA  2014 - 2015
OSCA  2014 - 2015
Eagle Asset   2004 - 2006
Pegasus Capital and Investments   2004 - 2006
Ameriprise Financial Services, Inc.   1999 - 2004
US Navy  June 1987 - June 1990

Skills
Strategic Planning, Microsoft Office, Public Speaking, Leadership, Fundraising, Management, Legal Liability, Finance, Entrepreneurship, Start-ups, Event Management, Liability, Insurance, Access, Public Relations, Online Marketing, Social Media Marketing, Sales, Coaching, Program Management, Business Strategy, Online Advertising, Workers Compensation, Advertising, Project Management, Event Planning, Financial Services, OSHA 10-Hour, Negotiation

Education
Chabot College   2014 — 2015
OSHA Federal and Cal OSHA Certifications, Occupational Safety and Health Technology/Technician

Calfornia State University of California   2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Criminalistics and Criminal Science, 3.5

University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General

David I. Katz David I. Katz Boca Raton, Florida Details
David I. Katz's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor, Managing Director, AAMS® , at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present

Skills
Wealth Preservation..., Retirement Plan..., Retirement Planning..., Benefit Strategies, Executive Compensation, Investments, Estate Planning..., Retirement Income...

Education
Brooklyn College
Bachelor's degree, Economics

FINRA Qualified
Series 6, 7, 24, 63 and 65 licenses

Chelsea Beenk Folley Chelsea Beenk Folley Greater Seattle Area Details
Chelsea Beenk Folley's Ameriprise Financial Services, Inc. Experience October 2006 - June 2007
Job Assistant Store Manager/ Investments at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  October 2007 - March 2012
Ameriprise Financial Services, Inc.   October 2006 - June 2007

Skills
Credit, Banking, Loans, Mortgage Lending, Retail Banking, Credit Analysis, Consumer Lending, Sales, Small Business Lending, Loan Origination, Portfolio Management, Relationship Management

Education
City University of Seattle   2012 — 2014
Master's degree, Elementary Education and Teaching

University of Washington, Michael G. Foster School of Business   1996 — 2000
Bachelor of Arts (B.A.), Finance, Marketing

Joelle Dwyer Joelle Dwyer Minneapolis, Minnesota Details
Joelle Dwyer's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Client Service Coordinator at Ameriprise Financial Services
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
YMCA  January 2011 - Present
YMCA  January 2011 - Present
Starbucks  March 2009 - August 2010

Skills
Digital Photography, Wedding Photography, Travel Photography, Communication Skills, Photoshop, Photojournalism, People Skills, Inspiring People, Exceptional People..., Mass Communication, Lightroom, Videography, Teamwork, Customer Service

Education
Winona State University   2011 — 2013
Bachelor's degree, Mass Communication/Media Studies Photojournalism

Century College   2009 — 2011
Associate of Arts (AA)

North Central University   2008 — 2009

Erin Jambor Erin Jambor Greater Minneapolis-St. Paul Area Details
Erin Jambor's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Knowledge Manager Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
Ameriprise Financial Services, Inc.   May 2011 - December 2011
Ameriprise Financial Services, Inc.   September 2006 - May 2011

Skills
Financial Services, Content Management, Knowledge Management, Project Coordination, Business Analysis, Finance, Investments, Analysis, Process Improvement, Risk Management, Vendor Management, Marketing, Banking, Management, Financial Analysis, Program Management, CRM

Education
University of Minnesota-Crookston   2014 — 2017
Bachelor of Science (B.S.), Communication, Emphasis in Writing

Century College   2002 — 2004
Associates, Liberal Arts

Dixie M. Roberts, CFP®,CRPC® Dixie M. Roberts, CFP®,CRPC® Cheyenne, Wyoming Area Details
Dixie M. Roberts, CFP®,CRPC®'s Ameriprise Financial Services, Inc. Experience February 1986 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. CERTIFIED FINANCIAL PLANNER™ professional.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1986 - Present

Education
College for Financial Planning   2008 — 2008
CRPC®, Chartered Retirement Planning Counselor℠

College for Financial Planning   1987 — 1989
CFP®, CERTIFIED FINANCIAL PLANNER™ professional

University of Northern Colorado   1980 — 1982
MA, Psycholgy and Counseling

Chapman University   1977 — 1979
BA, Economics and Business Administration

James Gallegos James Gallegos United States Details
James Gallegos's Ameriprise Financial Services, Inc. Experience April 2008 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2008 - Present

Education
Claremont Graduate University   1981 — 1985
EMBA, Management

University of Redlands   1979 — 1981
BSBA, Business Administration

Marlene Lemire Marlene Lemire Greater Detroit Area Details
Marlene Lemire's Ameriprise Financial Services, Inc. Experience April 2001 - June 2004
Job Financial Services Professional at MassMutual Michigan Metro a general agency of Massachusetts Mutual Life Ins. Co.
Industry Financial Services
Experience
MassMutual Michigan Metro  October 2008 - Present
Ameriprise Financial Services, Inc.   April 2001 - June 2004

Skills
Insurance, Retirement Planning, Disability Insurance, Long Term Care Insurance, Series 7, Finance, Sales

Education
Cleary University   2000 — 2002
Finance, Accounting, government accounting

Julie W Terry Julie W Terry Greater Memphis Area Details
Julie W Terry's Ameriprise Financial Services, Inc. Experience July 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1996 - Present
Smith & Nephew  January 1989 - January 1995

Education
Christian Brothers University   1980 — 1984
BS, Accounting

Sarah Philbrick Sarah Philbrick Greater Boston Area Details
Sarah Philbrick's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Graduate Research Assistant at The Mosakowski Institute for Public Enterprise
Industry Research
Experience
The Mosakowski Institute for Public Enterprise   August 2015 - Present
NASA DEVELOP National Program  June 2015 - August 2015
The Clark Fund   2012 - May 2015
KJT Group  May 2014 - August 2014
Choices (Clark University Sexual Health Resource Center)   January 2012 - August 2014
Clark Community Thrift Store  May 2013 - August 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012

Skills
Leadership, Community Outreach, Event Planning, Fundraising, Event Management, Microsoft Office, Sexuality Education, Nonprofits, Sexual Violence..., ArcGIS, IDRISI Selva, Stata, GeoDa, TerrSet, Survey Design, Grant Writing, Knowledge Base

Education
Clark University
Master's Degree, Geographic Information Science (GISc)

Clark University   2011 — 2015
Bachelor of Arts (B.A.), Economics; Management, Highest Honors

Advisors Ahead   2014 — 2014
Preparatory Program, Financial Planning and Services

Collége Saint Stanislas   2010 — 2011

Victoria Feola Victoria Feola Newport News, Virginia Details
Victoria Feola's Ameriprise Financial Services, Inc. Experience May 2013 - June 2014
Job Student at Christopher Newport University
Industry Financial Services
Experience
Christopher Newport University  May 2015 - Present
Ameriprise Financial Services, Inc.   May 2013 - June 2014
The Party Starts Here, Inc   October 2008 - May 2012

Skills
Microsoft Word, Microsoft Excel, Problem Management, Relationship Management, Analytics, Teamwork, Recruiting, Leadership

Education
Christopher Newport University   2012 — 2016
Bachelor’s Degree, Double Major, Finance & Management, Senior

Elizabeth Ernst, CFP® Elizabeth Ernst, CFP® Baltimore, Maryland Area Details
Elizabeth Ernst, CFP®'s Ameriprise Financial Services, Inc. Experience March 2006 - January 2007
Job Financial Advisor at LPL Financial Blue Heron Financial Group
Industry Financial Services
Experience
Blue Heron Financial Group   June 2007 - Present
Ameriprise Financial Services, Inc.   March 2006 - January 2007

Education
Clemson University   2001 — 2005
Bachelors, Business and Spanish

Hereford High School

Angela Cornell Angela Cornell Greater Minneapolis-St. Paul Area Details
Angela Cornell's Ameriprise Financial Services, Inc. Experience 2002 - 2005
Job Studying Human Relations at the University of Iowa
Industry Human Resources
Experience
Temporary Employee through Manpower   September 2013 - March 2014
State of Minnesota- Department of Corrections  2007 - 2012
Ameriprise Financial Services, Inc.   2002 - 2005
ABC Companies  1999 - 2002

Skills
Spreadsheets, Project Planning, Inventory Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Expense Reports, Sales, Customer Service, Travel Arrangements, Event Planning, Executive..., Training, Troubleshooting, Problem Solving, Time Management, Leadership, Software Documentation, Office Management, Human Resources, Account Management, Coaching, Contract Negotiation, Public Speaking, Marketing, Strategic Planning, Sales Management, Team Building

Education
University of Iowa   2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Human Relations

Iowa Lakes Community College   2012 — 2013
Associate of Arts and Sciences (A.A.S.), 3.5

Palm Beach Atlantic University-West Palm Beach   1991 — 1992
Bachelor of Business Administration (B.B.A.)

Clearwater Christian College   1990 — 1991
Business Administration and Management, General

Josh Owen Josh Owen Greater Philadelphia Area Details
Josh Owen's Ameriprise Financial Services, Inc. Experience 2003 - 2004
Job Regional Vice President NQ Plans
Industry Financial Services
Experience
Principal Financial Group  July 2011 - December 2012
Principal Financial Group  2006 - 2011
IBM  2004 - 2005
Ameriprise Financial Services, Inc.   2003 - 2004

Skills
Retirement, Corporate Finance, Consulting, Building Relationships, Strategic Financial..., Retirement Planning, CRM, Wealth Management, Financial Advisory, Nonqualified Deferred...

Education
Clemson University - College of Business and Behavioral Science   1999 — 2003
Finance and Financial Management Services

Ryan Storberg Ryan Storberg Greater New York City Area Details
Ryan Storberg's Ameriprise Financial Services, Inc. Experience 2010 - 2013
Job FullStack Web Developer
Industry Internet
Experience
Freelance  2014 - Present
Dev Bootcamp  2014 - Present
Ameriprise Financial Services, Inc.   2010 - 2013

Skills
Ruby, Ruby on Rails, jQuery, JavaScript, HTML, CSS, Object Oriented Design, Git, HAML, SASS, PostgreSQL, SQLite, Heroku, Illustrator, Photoshop, Agile Web Development, ActiveRecord, Gems, Pair Programming, Web Development, WebSockets, AJAX, GitHub, Node.js, ORM, Copywriting, Teaching

Education
Dev Bootcamp   2014 — 2014
Computer Software Engineering

City University of New York   2006 — 2009
Bachelor of Arts (BA), English Language and Literature & Writing

Jennifer (Jennifer Tryzna) Kochersperger Jennifer (Jennifer Tryzna) Kochersperger Madison, Wisconsin Details
Jennifer (Jennifer Tryzna) Kochersperger's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Edward Jones  July 2014 - April 2015
Humana, Inc.   July 2012 - July 2014
Globe University  July 2012 - December 2012
Fairway Independent Mortgage Corporation  June 2010 - March 2012
Access Financial Group, Inc.   January 2004 - January 2008

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1997 — 2001
JD, Law

Colby Schapiro Colby Schapiro Vestal, New York Details
Colby Schapiro's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Corporate Finance Intern at Macy's
Industry
Experience
Wedding Gown Preservation Co.   January 2010 - Present
Macy's  June 2015 - August 2015
Alcostar   November 2014 - December 2014
Ameriprise Financial Services, Inc.   May 2014 - August 2014
Syracuse University - Martin J. Whitman School of Management  August 2013 - June 2014
O'Connor Investment   May 2013 - August 2013
One Up Fitness   June 2011 - August 2012

Skills
Photoshop, PowerPoint, Microsoft Excel, Research, Microsoft Office, Finance, Marketing, Editing, Public Speaking, Social Networking, Final Cut Pro, Data Analysis, Social Media Marketing, Time Management

Education
Syracuse University - Martin J. Whitman School of Management   2012 — 2016
Accounting and Finance, 3.55 gpa

City University of Hong Kong
Exchange Student, 3.6

Vestal High School   2008 — 2012

Tray Zacharias Tray Zacharias Portland, Oregon Area Details
Tray Zacharias's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Talent Management | Program Management | HR Leader
Industry Human Resources
Experience
Talent-HQ   2014 - Present
TriNet HR Corporation  2013 - 2014
Ameriprise Financial Services, Inc.   2012 - 2013
Ameriprise Financial  2011 - 2012
Ameriprise Financial  2009 - 2011
Ameriprise Financial Services, Inc.   2007 - 2009
Crestview Manor Conference Center   1999 - 2007
Various Non-Profit Organizations  1998 - 2004

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Recruiting, Staff Development, Leadership, Mutual Funds, Insurance, Finance, Fixed Annuities, Management, Life Insurance, Financial Planners, Onboarding, Talent Acquisition, Employee Benefits, Applicant Tracking..., Project Management, Time Management, Retirement, Series 7, Financial Services, 401k, Asset Allocation, Series 63, Financial Advisory, Securities, Investment Advisory, Estate Planning, Relationship Management, Portfolio Management, Asset Management, Financial Planning, Training, Strategy, Program Management, Human Resources, Process Improvement, Team Building

Education
Willamette University
Economics & Statistics

Chemeketa Community College
Core Curriculum; Business Management

Brian Donnelly Brian Donnelly Strongsville, Ohio Details
Brian Donnelly's Ameriprise Financial Services, Inc. Experience December 2011 - May 2012
Job VMware Solutions Specialist at MCPc
Industry Computer Software
Experience
VMware  September 2014 - Present
Staples Business Advantage  October 2012 - September 2014
Ameriprise Financial Services, Inc.   December 2011 - May 2012
Cleveland State University  December 2008 - April 2012

Skills
Marketing, Entrepreneurship, Social Networking, New Business Development, Management, Microsoft Office, Leadership, Selling, Recruiting, Sports, Customer Service, Social Media Marketing, Sales, Sales Operations, Public Speaking, Account Management, Strategy, Time Management

Education
Cleveland State University   2008 — 2012
Bachelor of Business Administration (BBA), Marketing

Giovanni Luccia, MBA Giovanni Luccia, MBA Greenville, South Carolina Area Details
Giovanni Luccia, MBA's Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Luccia and Associates   January 2008 - Present
Ameriprise Financial Services, Inc.   2002 - Present

Education
Clemson University - College of Business and Behavioral Science
Bachelor’s Degree, International Finance

Clemson University - MBA
Master of Business Administration (M.B.A.), Finance and Economics

Susan Shell Susan Shell Greater Los Angeles Area Details
Susan Shell's Ameriprise Financial Services, Inc. Experience 2010 - 2010
Job Administrative Assistant
Industry Executive Office
Experience
PIH Health  February 2012 - Present
Roberts and Sellers Inc   April 2008 - May 2011
Ameriprise Financial Services, Inc.   2010 - 2010
Talbert Medical Group  September 2007 - January 2008
P5 Health Plan Solutions   December 2006 - July 2007
Radiology Practice Medical Group   August 2004 - April 2006
Tenet Health Corporation   March 2004 - August 2004

Skills
Administrative..., Customer Satisfaction, Telephone Skills, Office Management, Microsoft BI Suite, Conflict Resolution, Human Resources, Recruiting, Interviews, Management, Data Entry, Customer Service, Sourcing, Internet Recruiting, Technical Recruiting, QuickBooks, HRIS, Editing, Teamwork, Process Scheduler, Networking, Executive Search, Training, Customer Relations, Onboarding, Talent Acquisition

Education
Cerritos College   1982 — 1983
Business Administration

Warren High School   1979 — 1982
Diploma, Business Administration and Management, General

Kristine Roberts Mendez Kristine Roberts Mendez United States Details
Kristine Roberts Mendez's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job
Industry
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Advanced Sterilization Products (ASP)   September 2005 - May 2014

Skills
Marketing..., Public Speaking, Organizational..., Creative Direction

Education
Citrus College   1990 — 1995
Elementary Education and Teaching

Melanie Siemon CFP Melanie Siemon CFP San Francisco Bay Area Details
Melanie Siemon CFP's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
Ameriprise Financial  July 1994 - Present
Papadoyannis and Associates   January 2007 - November 2011
American Express Financial Advisors  1994 - August 2005
Bay Commercial Construction   May 1982 - July 1994

Education
San Francisco State University   1979 — 1982
BS, International Business

City College of San Francisco   1984 — 1986
Math and Chemistry

Kim Sattler Kim Sattler Spokane, Washington Area Details
Kim Sattler's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Servatron, Inc.   January 2015 - March 2015
Ameriprise Financial Services, Inc.   September 2013 - December 2014
Choice Management LLC.   September 2009 - March 2013
KMS Financial Services, Inc.   December 2003 - September 2009
ETMA / Three-Five Systems   2001 - 2003
Insight Electronics  2000 - 2001

Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Marketing, Microsoft Word, Project Planning, Budgets, Accounts Payable, Accounts Receivable, Purchasing, Sales, QuickBooks, Forecasting, Strategic Financial..., Project Management, Program Management

Education
Central Washington University   1999 — 2000
Bachelor of Business, Business Administration

Lake Washington High School   1993 — 1995

Timothy Diaz Timothy Diaz Boulder, Colorado Details
Timothy Diaz's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Director of Brand Ambassador Program at PopSockets
Industry Marketing and Advertising
Experience
PopSockets LLC   October 2015 - Present
Financial Foundation Group  June 2015 - July 2015
Ameriprise Financial Services, Inc.   June 2014 - August 2014
Ameriprise Financial Services, Inc.   May 2013 - August 2013

Skills
Financial Services, Entrepreneurship, Investments, Financial Analysis, New Business Development, Finance, Financial Modeling, Business Writing, Microsoft Excel, Microsoft Office, FactSet, Bloomberg Terminal

Education
University of Colorado Boulder   2013 — 2015
Bachelor of Science in Business Administration with an emphasis in Finance, Finance, Entrepreneurship, December 2015 Graduate

Chaffey College   2011 — 2013
General Eduation, Business

Charissa Wood Charissa Wood San Diego, California Details
Charissa Wood's Ameriprise Financial Services, Inc. Experience May 2013 - August 2015
Job Business Specialist at Epstein & White
Industry Financial Services
Experience
Epstein & White   September 2015 - Present
Ameriprise Financial Services, Inc.   May 2013 - August 2015
Ameriprise Financial Services, Inc.   November 2012 - December 2013
BCBGMAXAZRIAGROUP  April 2012 - May 2013
Navy Federal Credit Union  October 2007 - May 2009
United States Marine Corps  January 2003 - June 2006

Skills
Data Entry, Customer Service, Office Administration, Clerical Skills, Microsoft Office, Front Office, Task Management, Filing, Communication, Document Management, Compliance, Office Management, Marketing Management, Contact Management, Client Liaison, Client Co-ordination, Document Drafting, Ordering Office Supplies, Strengthening Client..., Organizational..., Process Scheduler, Electronic Filing, Market Updates, Event Planning, Microsoft Word, Time Management, Leadership, Microsoft Excel

Education
Columbia College   2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General

Central Texas College   2008 — 2010
Associate's degree, General Studies

Daniel Picciotto Daniel Picciotto United States Details
Daniel Picciotto's Ameriprise Financial Services, Inc. Experience January 2013 - January 2014
Job
Industry Utilities
Experience
SolarCity  December 2014 - Present
Ameriprise Financial Services, Inc.   January 2013 - January 2014
Corcos and Co   October 2011 - November 2012
Cottbus Crayfish   April 2011 - October 2011
The SoCal Group Inc   December 2010 - April 2011
Claremont McKenna College  July 2010 - December 2010

Education
Claremont McKenna College   2006 — 2010
Bachelor's degree, Economics

Timothy (TJ) Dicker Timothy (TJ) Dicker Boise, Idaho Details
Timothy (TJ) Dicker's Ameriprise Financial Services, Inc. Experience January 2011 - December 2013
Job Chief Operating Officer at Fulcrum Wealth Management Group
Industry Financial Services
Experience
Fulcrum Wealth Management Group: a private wealth advisory practice of Ameriprise Financial Services   November 2014 - Present
Hearthstone Wealth Management Group: A Financial Advisory Practice of Ameriprise Financial INC   April 2014 - November 2014
Ameriprise Financial Services, Inc.   January 2011 - December 2013
Ameriprise Financial Services, Inc.   August 2008 - December 2010
Ameriprise Financial Services, Inc.   May 2006 - December 2010

Skills
Strategic Financial..., Series 7, Risk Management, Operations Management, Mutual Funds, Investments, Financial Services, Asset Management, Portfolio Management, Financial Analysis, Insurance, Business Analysis, Wealth Management, Customer Service, Securities, Banking, Retirement Planning, Financial Planning

Education
Western Washington University   2003 — 2005
Bachelor's degree, Psychology

Clark College   2000 — 2003
Associate's degree, Psychology

Phyllis Folta Phyllis Folta Greater Minneapolis-St. Paul Area Details
Phyllis Folta's Ameriprise Financial Services, Inc. Experience September 2013 - October 2014
Job Administrative Assistant
Industry
Experience
3M Health Care  November 2014 - Present
Ameriprise Financial Services, Inc.   September 2013 - October 2014
Randstad USA  September 2012 - June 2013
University of MN Physicians  March 2010 - August 2012
Oppenheimer Wolff & Donnelly  June 2004 - March 2012

Skills
Administrative..., Human Resources, Teaching, Executive..., Office Management, Access, Nonprofits, Event Management, Administration, Data Entry, Process Improvement, Fundraising, Event Planning, Management, Payroll

Education
Century College   1995 — 1999
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.45

Philip Gleeson Philip Gleeson Phoenix, Arizona Details
Philip Gleeson's Ameriprise Financial Services, Inc. Experience September 2010 - December 2010
Job Carrier Operations Analyst at Zenefits
Industry Insurance
Experience
Zenefits  November 2014 - Present
Frozencpu.Com Inc   January 2014 - October 2014
RailComm  2012 - 2012
RailComm  2011 - 2012
RailComm  2004 - 2011
Ameriprise Financial Services, Inc.   September 2010 - December 2010

Skills
Project Management, Microsoft Office, Microsoft CRM, Data Analysis, Sales, New Business Development, International Sales, Marketing, Customer Service, Inventory Management, Account Management, Financial Analysis, Time Management, Outbound Marketing, Inbound Marketing, Inbound Lead Generation, PowerPoint, SQL

Education
University of Rochester   2007 — 2011
Bachelor of Arts (B.A.), Dual Major Financial Economics and Religion, Business Minor, 3.0

Charles University in Prague   2010 — 2010

Otis Sampson Otis Sampson Greater Los Angeles Area Details
Otis Sampson's Ameriprise Financial Services, Inc. Experience March 2012 - 2012
Job Sales Consultant with CarMax
Industry Financial Services
Experience
Self-Employed  Sales ConsultantThe Hertrich GroupJuly 2014 - January 2015
Tao  August 2007 - December 2012
Ameriprise Financial Services, Inc.   March 2012 - 2012
Clearwire/Clear   April 2010 - September 2010
24 Hour Fitness  December 2002 - February 2008
Verizon  April 2000 - May 2003
US Navy  June 1995 - February 2000

Skills
Sales, Insurance, New Business Development, Business Strategy, Customer Service, Information Technology, Technical Support, Training, Marketing Strategy, Public Relations

Education
Chesapeake College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies

Chesapeake College
Associate of Arts and Sciences (A.A.S.)

Katerina Kotulak Katerina Kotulak Greater Pittsburgh Area Details
Katerina Kotulak's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Digital Marketing Specialist
Industry Marketing and Advertising
Experience
Federated Investors  November 2014 - Present
Johnston & Murphy  July 2014 - November 2014
Clarion University  January 2013 - May 2014
Vera Bradley  May 2012 - January 2014
Ameriprise Financial Services, Inc.   May 2013 - August 2013
Abercrombie & Fitch  June 2011 - September 2012
Bath & Body Works  June 2011 - May 2012
Target  December 2010 - January 2011

Skills
Customer Service, Retail, Retail Sales, Visual Merchandising, Sales, Time Management, Loss Prevention, Merchandising, Cashiering, Facebook, Leadership, PowerPoint, Social Networking, Microsoft Office, Microsoft Word, Social Media, Teamwork

Education
Clarion University of Pennsylvania   2010 — 2014
Bachelor's Degree, Marketing

Hampton High School   2006 — 2010

Kevin Alberda Kevin Alberda Jacksonville, Florida Details
Kevin Alberda's Ameriprise Financial Services, Inc. Experience May 2014 - February 2015
Job Financial Solutions Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2015 - Present
Ameriprise Financial Services, Inc.   May 2014 - February 2015
Williams Distributing  November 2013 - May 2014

Skills
Series 7, Series 66, Michigan Life, Accident..., Investment Strategies, Microsoft Office, Microsoft Word, Microsoft Excel

Education
Central Michigan University   2009 — 2013
Bachelor of Science in Business Administration, Finance

Central Michigan University   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Amy Limas Amy Limas Dallas/Fort Worth Area Details
Amy Limas's Ameriprise Financial Services, Inc. Experience October 2004 - January 2008
Job Institutional Investment Consultant at Leap Wealth Management
Industry Financial Services
Experience
Leap Wealth Management   February 2015 - Present
Fidelity Investments  July 2012 - Present
Fidelity Investments  March 2010 - July 2012
Fidelity Investments  January 2008 - March 2010
Ameriprise Financial Services, Inc.   October 2004 - January 2008

Skills
Investments, Portfolio Management, Finance, Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Equities, Retirement Planning, Securities, 401k, Asset Management, Financial Services

Education
Texas A&M University   2000 — 2003
Bachelor of Arts (B.A.), Economics

Cerro Coso Community College   1999 — 2000
General Studies

Christopher Sabosik Christopher Sabosik Upper Black Eddy, Pennsylvania Details
Christopher Sabosik's Ameriprise Financial Services, Inc. Experience June 2008 - April 2013
Job Wealth Manager, U.S. Wealth Management of Lehigh Valley
Industry Financial Services
Experience
U.S. Wealth Management of Lehigh Valley   April 2013 - Present
Ameriprise Financial Services, Inc.   June 2008 - April 2013
Wachovia Securities Financial Network  December 2003 - June 2008

Skills
Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Financial Analysis, Series 7, Banking, Financial Services, Credit, Mortgage Lending, Loans, Credit Analysis, Wealth Management, Financial Advisory, Finance, Securities

Education
York College of Pennsylvania   1988 — 1993

Clemson University

Elizabeth Cruickshank Elizabeth Cruickshank San Francisco Bay Area Details
Elizabeth Cruickshank's Ameriprise Financial Services, Inc. Experience February 2007 - July 2007
Job Director Sales & Marketing
Industry Marketing and Advertising
Experience
Bay Area Parent Magazine  July 2007 - December 2013
Ameriprise Financial Services, Inc.   February 2007 - July 2007
Silicon Valley Mediation Group / Price Law Firm   July 2006 - January 2007
Los Altos School District  August 2003 - August 2006
Kimpton Hotels  January 1985 - January 1988

Skills
Advertising Sales, Advertising, Online Advertising, B2B, Digital Marketing, Account Management, Online Marketing, Digital Media, Marketing Communications, Social Media Marketing, Marketing Strategy, Social Media, Email Marketing, Cold Calling, New Business Development, Magazines, Selling, SEM, Public Relations, Integrated Marketing, Copywriting, Strategic Partnerships, Creative Direction, Management, Sales

Education
City College of San Francisco   1983 — 1995
Associate of Arts (AA), Hotel & Restaurant Managment

Kayla Tinnen Kayla Tinnen Norwalk, Connecticut Details
Kayla Tinnen's Ameriprise Financial Services, Inc. Experience February 2008 - August 2009
Job Solar Sales Advisor at Crius Energy, LLC
Industry Environmental Services
Experience
Avon  September 2013 - Present
Crius Energy, LLC  September 2013 - Present
Robert Half International  January 2010 - January 2012
Ameriprise Financial Services, Inc.   February 2008 - August 2009
MBI Inc  December 2002 - December 2003
Virgin Atlantic Airways  July 1997 - November 2000

Skills
Public Speaking, Nutrition, Small Business, Customer Service, Editing, Coaching, Social Media, Management, Nonprofits, Microsoft Excel, PowerPoint, Time Management, Social Networking, Account Research ...

Education
Charter Oak State College   2010 — 2013
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies

Western Connecticut State University   1996 — 1998

Jason Kissell Jason Kissell Greater Minneapolis-St. Paul Area Details
Jason Kissell's Ameriprise Financial Services, Inc. Experience November 2010 - November 2012
Job Securities Administrator at Advantus Capital Management
Industry Financial Services
Experience
Advantus Capital Management  January 2014 - Present
Columbia Management  October 2012 - December 2013
Ameriprise Financial Services, Inc.   November 2010 - November 2012
University of Colorado Foundation  September 2009 - May 2010
EastBank   2008 - 2009

Skills
Financial Analysis, Investments, Securities, Series 7, Mutual Funds, Strategic Financial...

Education
University of Colorado Boulder - Leeds School of Business   2006 — 2010
BSBA, Finance

City University London   2008 — 2008
Finance-Study Abroad

Stephen Hoechst Stephen Hoechst Charlotte, North Carolina Details
Stephen Hoechst's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Investment Accountant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2014 - Present
Blackbaud  May 2013 - August 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012

Skills
SEC Financial Reporting, Data Analysis, Microsoft Excel, Process Improvement, Financial Accounting, Budgets, Analysis

Education
Clemson University   2009 — 2013
Bachelor of Science, Financial Management

Natalie Endicott Natalie Endicott Greater Minneapolis-St. Paul Area Details
Natalie Endicott's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
Ameriprise Financial Services, Inc.   March 2011 - November 2014
Ameriprise Financial Services, Inc.   March 2007 - March 2011
Marshall Field's  October 2002 - February 2006

Skills
Cross-functional Team..., Financial Services, Data Analysis, Vendor Management, Business Analysis, Microsoft Excel, Business Process..., Risk Management, Process Improvement

Education
Century College   2003 — 2006
A.A.S., Marketing Management

Geno Gates, AAMS, AWMA, CRPC, CLTC Geno Gates, AAMS, AWMA, CRPC, CLTC Chagrin Falls, Ohio Details
Geno Gates, AAMS, AWMA, CRPC, CLTC's Ameriprise Financial Services, Inc. Experience May 2004 - November 2011
Job President | Private Wealth Manager at Onyx Wealth Management LLC
Industry Financial Services
Experience
Onyx Wealth Management LLC   September 2011 - Present
Ameriprise Financial Services Inc.  May 2004 - November 2011
Ameriprise Financial Services, Inc.   April 2006 - August 2007
Premier Mortgage Group, LLC   October 2001 - May 2003
Colony Mortgage Corporation   April 1997 - October 2001

Skills
Wealth Management..., Investment Advisory, Retirement Planning, Estate Planning, Business Planning, Financial Planning, Retirement Income..., Charitable Giving, Income Tax Planning, Strategic Financial..., Retirement, Income Tax, Financial Advisory, Investments, Charities, Portfolio Management, Asset Managment, Wealth Management, Securities, Asset Allocation, Series 7, Investment Strategies, Wealth, Mutual Funds, Financial Services, Insurance, Series 63, Alternative Investments, Small Business, Finance, FINRA, 401k, Fixed Annuities, Investment Management, Financial Planners, Asset Management, Wealth Accumulation

Education
CFA Institute   2013 — 2013
Candidate, Level I Program

Creighton University   2010 — 2013
MSAPM, Finance, GPA: 3.75

The College For Financial Planning   2008 — 2009
AAMS, AWMA, CRPC, Financial Professional Designation(s)

The Corporation For Long Term Care Certification, Inc.   2007 — 2008
CLTC, Long Term Care Planning

Cleveland State University   1993 — 1998
B.B.A., Accounting/Finance

Arlene Cruz DeCotis Arlene Cruz DeCotis Raleigh-Durham, North Carolina Area Details
Arlene Cruz DeCotis's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2009 - Present
Bankers Life and Casualty  March 2008 - January 2009
Starbucks Coffee Company  February 2003 - January 2008
Blockbuster  December 1994 - February 2003

Skills
Life Insurance, Inventory Management, Loss Prevention, Customer Service, Long-term Care, Mentoring, Medicare, Fixed Annuities, Sales

Education
Clemson University   1988 — 1992
Bachelor of Science, Accounting

Havelock High School   1984 — 1988
Bachelor of Science, Accounting

M. Jane Lalli, CFP® M. Jane Lalli, CFP® Cleveland/Akron, Ohio Area Details
M. Jane Lalli, CFP®'s Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2005 - Present
Ameriprise Financial Services, Inc.   March 2003 - June 2005
MoMo Falana, Inc   June 1999 - January 2002
Apple  2001 - 2002
Cincinnati State  2000 - 2001
University of Cincinnati  1998 - 2001
Rockpile Records   January 1987 - June 1991

Education
University of Cincinnati (Ph.D)   1991 — 1995
Doctor of Philosophy (Ph.D.), Molecular Physiology

Cleveland State University
BS, Computer Science / Electrical Engineering

Jim Plante Jim Plante Greater Minneapolis-St. Paul Area Details
Jim Plante's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
Bank of the West  January 2010 - April 2011
Alliance Bank  January 2006 - August 2009
Wells Fargo Financial Acceptance  October 2003 - December 2005
Key Community Bank   June 1999 - October 2003
Cherokee State Bank   October 1991 - June 1999
United States Army National Guard  June 1985 - June 1993

Skills
Banking, Credit, Loans, Consumer Lending, Relationship Management, Mortgage Lending, Finance, Investments, Commercial Banking, Leadership, Portfolio Management, Commercial Lending, Management, Performance Management, CRM, Financial Services, Coaching, Team Building, Sales, Customer Service, Team Leadership, Training

Education
Century College
Associate of Applied Science, Business Management

Nicholas Bemiss Nicholas Bemiss Minneapolis, Minnesota Details
Nicholas Bemiss's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Brokerage Trades & Money Movement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
JPMorgan Chase  July 2012 - April 2014
Central Michigan University Athletic Marketing   2011 - 2012
Fort Wayne Mad Ants  May 2011 - August 2011
Michigan Department of Transportation  June 2010 - August 2010

Education
Central Michigan University   2010 — 2012
Bachelor of Science, Business Administration; Finance & Sports Studies

St Clair County Community College   2008 — 2009
Associate's degree, Business Administration and Management, General

Theodore Siffel Theodore Siffel Cincinnati Area Details
Theodore Siffel's Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Financial Advisor with Broughton, Fidder, Morger and Associates of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2005 - Present
Citigroup  November 2003 - December 2005

Education
Centre College   2000 — 2003
BS

Brent Bidjou Brent Bidjou Greater Minneapolis-St. Paul Area Details
Brent Bidjou's Ameriprise Financial Services, Inc. Experience April 2013 - July 2014
Job Counsel, Data Privacy Pearson North America
Industry Law Practice
Experience
Pearson plc  November 2014 - March 2015
Ameriprise Financial Services, Inc.   April 2013 - July 2014
ManpowerGroup, World Headquarters, Milwaukee, WI   October 2009 - February 2012
General Electric Company, Global Business Services   October 2008 - July 2009
Fair Isaac Corporation (FICO)   September 2004 - April 2008
American Express Retirement Services (currently Ameriprise Financial)   December 2002 - September 2004
US Bank and US Bancorp Asset Management Inc   August 1999 - August 2002
Deloitte & Touche, LLP   May 1998 - August 1999
Bremer Trust Company   December 1996 - May 1998
Minnesota Department of Commerce - Banking Division   December 1995 - December 1996

Skills
Data Privacy, Financial Regulation, International Business, Compliance, Privacy, HIPAA, Governance, Risk Management, Security, Compliance Management, Corporate Law, Corporate Governance, Privacy Law, Policy, Legal Research, Licensing, Legal Writing, Contract Negotiation, Information Security, Leadership

Education
University of Akron School of Law   1988 — 1991
Juris Doctorate

University of Houston   1984 — 1986
Bachelor of Arts

City University of New York-Brooklyn College   1982 — 1984

Brooklyn Technical High School, Brooklyn, NY   1978 — 1982
High School Diploma

Victoria Friedman Victoria Friedman Greater New York City Area Details
Victoria Friedman's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Environmental Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
PS40PTA   September 2009 - Present
Cartridge World  December 2005 - Present
Town and Village Synagogue   1999 - Present
National Academy of Sports Medicine (NASM)   November 2011 - November 2012
Women's League for Conservative Judaism  2000 - 2010

Skills
Fundraising, Strategic Planning, Business Strategy, Research, Small Business, Accounting, Administration, Working With Children

Education
City University of New York-Herbert H. Lehman College   1990 — 1995
Bachelor of Arts (B.A.), Accounting

Stephanie Martini Stephanie Martini Greater Minneapolis-St. Paul Area Details
Stephanie Martini's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Customer Contact Professional 7 at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
Ranstad  April 2011 - June 2011
Randstad  November 2010 - February 2011
IC System  February 2008 - November 2010
Capital Trust Federal Credit Union   July 2005 - February 2008
Alliance One  May 2004 - July 2005

Skills
Excel, PowerPoint, Access, Word, Consumer Lending, Collections, Cash Handling, Team Management, Mortgage Lending, Data Entry, Trading, Customer Service, Investment Brokerage, Strategic Thinking, Training

Education
Hamline University   2007 — 2009
MBA

Metropolitan State University   2004 — 2007
BS, Management

Century College   2000 — 2003
AS, Software Technologies

Vandy Hobbs Vandy Hobbs Columbia, South Carolina Area Details
Vandy Hobbs's Ameriprise Financial Services, Inc. Experience May 1984 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise  May 1984 - Present
Ameriprise Financial Services, Inc.   May 1984 - Present

Education
Clemson University   1979 — 1983
Bachelor, Political Science / Economics

Jolene (Berres) Rizk Jolene (Berres) Rizk Greater Minneapolis-St. Paul Area Details
Jolene (Berres) Rizk's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Customer Contact Pro7 at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2010 - Present
Wells Fargo Institutional Brokerage and Sales   March 2008 - May 2009
Wells Fargo Investments  December 2006 - March 2008
Wells Fargo Investments  March 2006 - December 2006
Pine County Sheriff's Office   May 2005 - February 2006
Wystar Global Retirement Services   November 2003 - December 2005
State of Minnesota Department of Corrections  December 2004 - May 2005
PFPC, an Affiliate of PNC Bank   September 2002 - November 2003
PFPC, an Affiliate of PNC Bank   May 2001 - September 2002
Ramsey County Sheriff  September 1996 - May 2000

Skills
Securities, Mutual Funds, Investments, Portfolio Management, Project Management

Education
Hamline University   2008 — 2010
Masters, Business Administration

West Chester University of Pennsylvania   2000 — 2002
BS, Finance

Century College   1991 — 1994
AAS, Law Enforcement/Business Courses

Saint Thomas University
Mini MBA Certification, Project Management

Teresa DesLaurier Teresa DesLaurier Greater Minneapolis-St. Paul Area Details
Teresa DesLaurier's Ameriprise Financial Services, Inc. Experience May 2011 - July 2013
Job Senior Administrative Assistant
Industry Management Consulting
Experience
Towers Watson  July 2013 - Present
Ameriprise Financial Services, Inc.   May 2011 - July 2013
SUPERVALU  January 2008 - April 2011
Wells Fargo  August 2005 - June 2007

Skills
Microsoft Office, Lotus Notes, Adobe Software, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Editing, Administrative..., Meeting and event..., Data Analysis, Office Management, PeopleSoft, Adobe Acrobat, Calendars, Spreadsheets, Software Documentation, Visio

Education
St. Catherine University   1986 — 1988
BA

Century College   1984 — 1986
AA with honors

Carol Pate Carol Pate La Crosse, Wisconsin Details
Carol Pate's Ameriprise Financial Services, Inc. Experience 1996 - 2004
Job Orthotist at Gundersen Lutheran Health
Industry Hospital & Health Care
Experience
Gundersen Lutheran  2010 - Present
Ameriprise Financial Services, Inc.   1996 - 2004
Target  1985 - 1996

Education
Century College
Certificate - Orthotic Practitioner, Orthotics

UCLA
B.A, Psychology

Deborah L. Jenkins, MBA Deborah L. Jenkins, MBA Randallstown, Maryland Details
Deborah L. Jenkins, MBA's Ameriprise Financial Services, Inc. Experience April 2010 - April 2010
Job Over Ten Years of Professional Experience
Industry Financial Services
Experience
Global Premier Benefits   2011 - Present
H&R Block  January 2010 - Present
Ameriprise Financial Services, Inc.   April 2010 - April 2010
A.G. Edwards/ Wachovia Securities   May 2006 - November 2008
Legg Mason  August 2000 - April 2006

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1980 — 1981
M.B.A, Finance

Chatham University   1972 — 1976
B.A, Business

Jody Hyden, CFP, CRPC, ChFC Jody Hyden, CFP, CRPC, ChFC Charleston, South Carolina Area Details
Jody Hyden, CFP, CRPC, ChFC's Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc. CA ins #:0I36205
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2001 - Present
Duke University  1994 - 1997

Education
Clemson University   1992 — 1994
MS, Counseling

Coastal Carolina University   1983 — 1988
BA, Education

Divine-Asia Planes Divine-Asia Planes Greater New York City Area Details
Divine-Asia Planes's Ameriprise Financial Services, Inc. Experience September 2008 - December 2009
Job Database Coordinator
Industry Information Services
Experience
ASPCA  July 2013 - Present
Connect NYC  December 2009 - March 2013
Ameriprise Financial Services, Inc.   September 2008 - December 2009

Skills
Nonprofits, Data Analysis, Community Outreach, Microsoft Excel, Data Mining, Reporting & Analysis, Databases, Database Administration, Managing Database, Research, Microsoft Word, PowerPoint, Access, Project Management, Salesforce.com, Convio, Raiser's Edge, Applicant Tracking..., HTML, PHP, CRM databases, CMS Maintenance, Drupal, File Management, Executive Calendar..., Office Administration, Events Coordination, Google Apps, Google Analytics

Education
City University of New York-Hunter College   2001 — 2005
BA, English

John Veas, CFP® John Veas, CFP® Greater New York City Area Details
John Veas, CFP®'s Ameriprise Financial Services, Inc. Experience June 2009 - September 2013
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  October 2013 - Present
Ameriprise Financial Services, Inc.   June 2009 - September 2013
Merrill Lynch  August 1998 - 2009
The Equitable Life Assurance Society of the United States  April 1985 - August 1998

Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Management, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Financial Risk

Education
City University of New York City College   1975 — 1978
BA, Economics

Bronx High School of Science   1971 — 1974

Shari O'Flanagan Shari O'Flanagan Greater Minneapolis-St. Paul Area Details
Shari O'Flanagan's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Senior Accountant at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2009 - Present
Ameriprise Financial  July 2009 - Present
Ameriprise Financial Services, Inc.   June 2001 - July 2009
Ameriprise Financial  June 2001 - July 2009
American Express  February 1999 - June 2001
American Express  February 1999 - June 2001
TCF Bank  February 1995 - February 1999
TCF Bank  February 1995 - February 1999
TCF Bank  February 1992 - February 1995
TCF Bank  February 1992 - February 1995

Skills
Journal Entries, Pivot Tables, XTND, Microsoft Word, Access 2000, Monarch Pro, PeopleSoft, CARTS, Microsoft Excel

Education
Chippewa Valley Technical College
Information Processing/Administrative Assistant

Doug Johnson, CFA Doug Johnson, CFA Cincinnati Area Details
Doug Johnson, CFA's Ameriprise Financial Services, Inc. Experience December 2006 - Present
Job Investment Manager at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   December 2006 - Present

Education
Centre College   1998 — 2002
BA, Economics

Jack Vogelzang Jack Vogelzang Greater New York City Area Details
Jack Vogelzang's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Analyst at BNP Paribas Securities Corp
Industry Financial Services
Experience
BNP Paribas Securities Services  March 2015 - Present
Morgan Stanley  April 2014 - March 2015
Moody's Investors Service  March 2012 - April 2014
Ameriprise Financial Services, Inc.   June 2011 - August 2011
Sonoco  January 2011 - May 2011
Innovativ Systems Design   June 2007 - December 2007

Skills
Financial Analysis, Microsoft Excel, Six Sigma, Sales, Health Insurance, Life Insurance, Credit Analysis, Financial Modeling, SNL, Debt & Equity Financing, Financial Reporting, Private Placements, Strategic Financial..., Leadership

Education
Clemson University   2008 — 2011
Bachelor of Science, Business & Behavior Science; Financial Management, Accounting, Legal Studies, Alumni

Montgomery High School, Skillman, NJ   2003 — 2007

Melissa Ampola Melissa Ampola Greater Detroit Area Details
Melissa Ampola's Ameriprise Financial Services, Inc. Experience May 2010 - Present
Job Corporate Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2010 - Present
Ameriprise Financial Services, Inc.   2008 - November 2009
H&R Block Financial Advisors  November 1999 - December 2008

Education
Central Michigan University   1994 — 1999
BS, Psychology, Child Development

Jacob Quant Jacob Quant Greater Minneapolis-St. Paul Area Details
Jacob Quant's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job I love embedded systems and web technologies
Industry Computer Software
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Power Engineering & Manufacturing   September 2009 - October 2011
McAfee  June 2008 - September 2009
3M  January 2005 - June 2008

Skills
Programming, Mathematics, Engineering, Embedded Systems, Web Applications, Network Security, Electrical Engineering, Software Engineering, Networking, Testing

Education
University of Minnesota-Twin Cities   2006 — 2008
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, 3.687

Century College   2002 — 2009
Associate of Science (A.S.), Engineering, 3.9

Century College   2002 — 2009
Associate of Arts (A.A.), General Studies, 3.9

Jaclyn Mahon Jaclyn Mahon Houston, Texas Area Details
Jaclyn Mahon's Ameriprise Financial Services, Inc. Experience October 2010 - August 2011
Job Account Representative at U.S. Steel Tubular Products
Industry Oil & Energy
Experience
United States Steel Corporation  November 2013 - Present
U. S. Steel   September 2012 - October 2013
U.S. Steel   September 2011 - August 2012
Ameriprise Financial Services, Inc.   October 2010 - August 2011
The Links Golf Course  June 2009 - August 2011
Red Bull Distributing Pittsburgh   November 2007 - August 2008

Skills
Forecasting, Management, Marketing, Sales, Business Planning, Business Analysis, Operations Management, Process Improvement, Strategic Planning, Business Strategy, Financial Analysis, Project Planning, Data Analysis, Supply Chain Management, Project Management, Microsoft Office, Leadership, Customer Service, Analysis, Continuous Improvement

Education
Cleveland State University   2010 — 2011
Master of Business Administration (M.B.A.), Marketing

Ohio University   2005 — 2009
Bachelor of Human and Consumer Science, Business and Sales

Kerry Schulke Kerry Schulke Greater Minneapolis-St. Paul Area Details
Kerry Schulke's Ameriprise Financial Services, Inc. Experience October 2002 - November 2006
Job Accounting Specialist at US Bank
Industry Banking
Experience
US Bank  November 2006 - Present
Ameriprise Financial Services, Inc.   October 2002 - November 2006
Old Navy  January 1999 - October 2002

Skills
Financial Analysis, Cash Management, Credit, Banking, Accounting, Account Reconciliation, Deposits, General Ledger, Financial Reporting, Accounts Payable, ACH, Accounts Receivable, Financial Statements, Cash Flow, Credit Analysis, Bank Reconciliation, Auditing, Balance, Cash, 10 Key

Education
Century College   2001 — 2003
Associate's degree, Marketing/Marketing Management, General

Michael J. Muscatell Michael J. Muscatell Charlotte, North Carolina Details
Michael J. Muscatell's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job AVP | Real Estate Capital Markets at Wells Fargo
Industry Capital Markets
Experience
Real Estate Capital Markets at Wells Fargo   March 2013 - Present
Clemson University  August 2008 - March 2013
Ameriprise Financial Services, Inc.   June 2012 - August 2012

Skills
Finance, Management, Teamwork, Sourcing, Business Development, Risk Management, Time Management, Microsoft Office, Recruiting, Technical Recruiting, Screening, Leadership, Microsoft Word, Strategic Financial..., Microsoft Excel, Training, Marketing, Social Networking, Human Resources, Team Leadership, Bloomberg, Capital Markets, Commercial Real Estate, Derivatives, Bond Markets, Bond Pricing, Market Pricing, Trade Finance, Financial Planning

Education
Clemson University   2008 — 2012
Bachelor of Science, Business Administration and Management, General

Cheryl Cardello Cheryl Cardello Greater Boston Area Details
Cheryl Cardello's Ameriprise Financial Services, Inc. Experience 1995 - 2000
Job Group Benefits Administrative Assistant at Sadler Insurance Agency
Industry Insurance
Experience
Cross Insurance  June 2008 - Present
American General AIG   2001 - 2006
Ameriprise Financial Services, Inc.   1995 - 2000

Skills
Property & Casualty..., Insurance

Education
Champlain College   1985 — 1987
Associates, Secretarial

Burlington High School Burlington VT

Lisa Sheehy Lisa Sheehy Greater Minneapolis-St. Paul Area Details
Lisa Sheehy's Ameriprise Financial Services, Inc. Experience 2006 - May 2015
Job Assistant Vice President at US Bancorp Investment Inc.
Industry Financial Services
Experience
US Bancorp Investment Inc  June 2015 - Present
Ameriprise Financial Services, Inc.   2006 - May 2015
Ameriprise Financial Services, Inc.   1999 - 2006

Skills
Operations Management, Program Management, Financial Services, Alternative Investments, Investments, Leadership, Business Analysis, Relationship Management, Risk Management

Education
Century College
Interior Design

Mahtomedi High School

University of Minnesota-Twin Cities
Business Administration, Management and Operations

Yunus Ali Yunus Ali Madison, Wisconsin Details
Yunus Ali's Ameriprise Financial Services, Inc. Experience February 2007 - May 2013
Job Statistical Research Scientist at American Family Insurance
Industry Insurance
Experience
American Family Insurance  December 2014 - Present
Crum & Forster  May 2013 - October 2014
Ameriprise Financial Services, Inc.   February 2007 - May 2013
Farmers Insurance Group of Companies  August 2004 - February 2007
The Hartford  October 1997 - August 2004

Skills
Actuarial Science, Underwriting, Property & Casualty..., Risk Management, Financial Risk, SAS, Insurance, Segmentation, Credit, Analytics, General Insurance, Financial Analysis, Analysis, Access, Reinsurance, Data Analysis, Financial Services, Claim, Predictive Modeling, Casualty, Pricing, Commercial Insurance, Liability, Statistical Modeling

Education
Central Michigan University   1990 — 1994
Master's degree, MA in Mathematics and MA in Economics

Laurie Kroeger (Lamkins) Laurie Kroeger (Lamkins) Hudson, Wisconsin Details
Laurie Kroeger (Lamkins)'s Ameriprise Financial Services, Inc. Experience July 2010 - Present
Job Platinum Partner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2010 - Present
Thrivent Financial  2006 - 2010

Skills
Series 7, Retirement, Mutual Funds, Investment Advisory, Insurance, Securities, Customer Service, Project Planning, Data Entry, Microsoft Word, Microsoft Excel, Access Database, PowerPoint, Process Improvement, Building Relationships, Manage Client..., Investments, Team Building, Microsoft Office

Education
Century College   2002 — 2005
Associate of Science (AS), Business Administration and Management, General

Claribel Gamboa Claribel Gamboa Greater Los Angeles Area Details
Claribel Gamboa's Ameriprise Financial Services, Inc. Experience December 2006 - November 2007
Job Analyst
Industry Financial Services
Experience
McMaster-Carr  September 2012 - Present
William O'Neil + Co. Inc.   November 2007 - August 2012
Ameriprise Financial Services, Inc.   December 2006 - November 2007
Ameriprise Financial Services, Inc.   August 2006 - October 2006
Claremont McKenna College  January 2006 - May 2006
Claremont McKenna College  September 2004 - May 2006
Harvey Mudd College  January 2003 - May 2006
Claremont McKenna College  January 2003 - May 2006
Claremont McKenna College  September 2005 - December 2005

Skills
65 WPM, 10-Key, Microsoft Office, Lotus Notes, Financial Advisory..., Client Data System, Morningstar Advisor..., Lexis-Nexis, FASTerm, Data Translation Systems, WONDA, PANARAY

Education
Claremont McKenna College   2002 — 2006
Bachelor of Arts (BA), Economics/Accounting

SVHS

Lauren Warren Lauren Warren Memphis, Tennessee Details
Lauren Warren's Ameriprise Financial Services, Inc. Experience October 2008 - May 2011
Job Learning Programs Developer at Buckman
Industry E-Learning
Experience
Buckman  August 2014 - Present
First Tennessee Bank  May 2010 - July 2014
Ameriprise Financial Services, Inc.   October 2008 - May 2011

Education
The University of Memphis   2011 — 2015
Master of Business Administration (MBA), Professional Concentration

Christian Brothers University   2006 — 2010
Bachelor of Arts (B.A.), English for Corporate Communications

Purposeful Choices

Christina Kring Christina Kring Washington, Michigan Details
Christina Kring's Ameriprise Financial Services, Inc. Experience June 2004 - Present
Job Office Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2004 - Present
Memphis Community Schools  January 1990 - June 2004

Skills
Organizational..., Report Writing, Information Retrieval

Education
Wayne State University   1987 — 1990
Master of Library & Information Science (M.L.I.S.), Library and Information Science

Cleveland State University   1977 — 1979
Master's degree, Education/Teaching of Individuals with Specific Learning Disabilities

Don Hecht Don Hecht Florham Park, New Jersey Details
Don Hecht's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2009 - Present
H&R Block Financial Advisors  March 2004 - October 2009
JB Hanauer & Company   March 1996 - March 2004
Ryan Beck & Co.   February 1995 - March 1996
Rickel and Associates   July 1994 - February 1995

Education
Brooklyn College   1967 — 1970
Bachelor of Arts (B.A.), American History (United States)

Benjamin Reiter CFP Benjamin Reiter CFP Erie, Pennsylvania Details
Benjamin Reiter CFP's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Financial Advisor at Kingdom Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Kingdom Financial Group   May 2008 - Present
Reiter Insurance   January 2003 - August 2007

Education
Cleveland State University
Bachelor of Business Administration (BBA), Finance

Pymatuning Valley High School   2000 — 2003

Phillip Campolo Phillip Campolo Staten Island, New York Details
Phillip Campolo's Ameriprise Financial Services, Inc. Experience 1983 - 2013
Job brokerage operations consulant
Industry Financial Services
Experience
consultant  December 2010 - January 2014
Ameriprise Financial Services, Inc.   1983 - 2013

Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Securities, Financial Services, Retirement, Equities, FINRA, Product Development, Management, Leadership, Asset Allocation, Fixed Annuities, Uniform Combined State..., Asset Management, Security Clearance, Security Operations

Education
City University of New York-College of Staten Island

College of Staten Island

Patrick Jorgensen Patrick Jorgensen Richmond, Virginia Details
Patrick Jorgensen's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job President at Pi Kappa Phi Fraternity
Industry Financial Services
Experience
Pi Kappa Phi Fraternity  November 2014 - Present
Ameriprise Financial Services, Inc.   April 2014 - Present
Captain's Educational Enrichment Fund  September 2012 - September 2014
Pi Kappa Phi Fraternity  December 2013 - April 2014
Pi Kappa Phi Fraternity  November 2013 - April 2014

Skills
Microsoft Excel, Microsoft Office, Customer Service, Management, PowerPoint, Microsoft Word, Social Media, Public Speaking, Event Planning, Leadership, Facebook

Education
Christopher Newport University   2012 — 2016
BSBA Finance, Junior

Deep Run High School   2008 — 2012

Christine Philips Christine Philips Albuquerque, New Mexico Details
Christine Philips's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Administrative Assistant to Jim Southard at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Clarion Hotel Albuquerque   March 2009 - February 2011
Ameriprise Financial Services, Inc.   May 2006 - June 2009

Skills
Spreadsheets, Time Management, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Insurance, Marketing, Public Speaking

Education
Central New Mexico Community College   2004 — 2006

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