Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Leslie Pesarchick Leslie Pesarchick's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Director of Program Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial January 2010 - May 2015
Ameriprise Financial Services, Inc. June 2006 - January 2010
Skills
Financial Services, Series 7, Strategic Financial..., Retirement Planning, Strategic Planning, Relationship Management, Leadership, Financial Advisory, Process Improvement, Finance, Mutual Funds, Wealth Management, Insurance, Investments, Financial Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA
College of Saint Benedict 2002 — 2006
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial January 2010 - May 2015
Ameriprise Financial Services, Inc. June 2006 - January 2010
Skills
Financial Services, Series 7, Strategic Financial..., Retirement Planning, Strategic Planning, Relationship Management, Leadership, Financial Advisory, Process Improvement, Finance, Mutual Funds, Wealth Management, Insurance, Investments, Financial Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA
College of Saint Benedict 2002 — 2006
Alan Brouilette Alan Brouilette's Ameriprise Financial Services, Inc. Experience September 2005 - September 2013
Job Creative Team Leader, Product Manager, Producer, and Professional GrownUp
Industry Computer Software
Experience
DESIGNATION Labs April 2014 - Present
Tenthwave Digital LLC November 2014 - March 2015
The League of Miscreants June 2010 - September 2014
Gogo September 2013 - December 2013
Ameriprise Financial Services, Inc. September 2005 - September 2013
Self-Employed November 2010 - August 2013
The Roe Report February 2009 - November 2010
ABC Radio Chicago June 1999 - September 2005
WLS & WMVP February 1997 - May 1999
Skills
Creative Writing, Storytelling, Entertainment, Project Management, Writing, Strategic Planning, Content Strategy, Improvisational Comedy, User Experience, Certified Scrum Master..., Agile Project Management, Product Design, Web Content, Product Management, Team Leadership, Facilitations, Facilitation, Social Media Marketing, Start-ups, Training, Strategy, Scrum, CRM, Photoshop, Leadership, Management, Adobe Creative Suite, Web Development, User Interface Design
Education
Columbia College Chicago 1993 — 1997
BA, Broadcast Journalism
DESIGNATION Labs April 2014 - Present
Tenthwave Digital LLC November 2014 - March 2015
The League of Miscreants June 2010 - September 2014
Gogo September 2013 - December 2013
Ameriprise Financial Services, Inc. September 2005 - September 2013
Self-Employed November 2010 - August 2013
The Roe Report February 2009 - November 2010
ABC Radio Chicago June 1999 - September 2005
WLS & WMVP February 1997 - May 1999
Skills
Creative Writing, Storytelling, Entertainment, Project Management, Writing, Strategic Planning, Content Strategy, Improvisational Comedy, User Experience, Certified Scrum Master..., Agile Project Management, Product Design, Web Content, Product Management, Team Leadership, Facilitations, Facilitation, Social Media Marketing, Start-ups, Training, Strategy, Scrum, CRM, Photoshop, Leadership, Management, Adobe Creative Suite, Web Development, User Interface Design
Education
Columbia College Chicago 1993 — 1997
BA, Broadcast Journalism
Travis L Kell Travis L Kell's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial July 1991 - Present
Ameriprise Financial May 2015 - Present
Ameriprise Financial Services, Inc. 1987 - Present
Ameriprise Financial Services, Inc. 2004 - Present
Education
College for Financial Planning 1990 — 1991
CERTIFIED FINANCIAL PLANNER™ practitioner
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial July 1991 - Present
Ameriprise Financial May 2015 - Present
Ameriprise Financial Services, Inc. 1987 - Present
Ameriprise Financial Services, Inc. 2004 - Present
Education
College for Financial Planning 1990 — 1991
CERTIFIED FINANCIAL PLANNER™ practitioner
Cale Criswell Cale Criswell's Ameriprise Financial Services, Inc. Experience November 2004 - November 2007
Job Co Owner at I and I Recovery L.L.C
Industry Banking
Experience
I and I Recovery L.L.C January 2011 - Present
Summit/Nitro Volleyball November 2012 - Present
Investigations & Intelligence November 2008 - October 2014
Fidelity Investments May 2007 - November 2009
Ameriprise Financial Services, Inc. November 2004 - November 2007
Skills
Customer Service, Banking, Risk Management, Strategic Planning, Management, Change Management, Sales Management, Business Strategy, Finance, Negotiation, Team Building, Sales, Leadership, Account Management
Education
University of North Texas
Collin County Community College
Associate of Arts (A.A.), General Studies, Magna cum laude
I and I Recovery L.L.C January 2011 - Present
Summit/Nitro Volleyball November 2012 - Present
Investigations & Intelligence November 2008 - October 2014
Fidelity Investments May 2007 - November 2009
Ameriprise Financial Services, Inc. November 2004 - November 2007
Skills
Customer Service, Banking, Risk Management, Strategic Planning, Management, Change Management, Sales Management, Business Strategy, Finance, Negotiation, Team Building, Sales, Leadership, Account Management
Education
University of North Texas
Collin County Community College
Associate of Arts (A.A.), General Studies, Magna cum laude
Leslie Kurata Leslie Kurata's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Manager, Franchise Recruiting and Engagement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
J.P. Morgan April 2010 - June 2012
J.P. Morgan April 2009 - April 2010
J.P. Morgan January 2008 - April 2009
Skills
Financial Services, Project Management, Retirement, Series 7, Asset Managment, Mutual Funds, Business Analysis, Series 63, Banking, Series 65, Series 6, Finance, Financial Advisory, Leadership, Training, Retirement Planning, Wealth Management
Education
Colorado State University 1998 — 2002
BS, Graphic Design
Colorado State University-Pueblo
Ameriprise Financial Services, Inc. July 2012 - Present
J.P. Morgan April 2010 - June 2012
J.P. Morgan April 2009 - April 2010
J.P. Morgan January 2008 - April 2009
Skills
Financial Services, Project Management, Retirement, Series 7, Asset Managment, Mutual Funds, Business Analysis, Series 63, Banking, Series 65, Series 6, Finance, Financial Advisory, Leadership, Training, Retirement Planning, Wealth Management
Education
Colorado State University 1998 — 2002
BS, Graphic Design
Colorado State University-Pueblo
Crissa Rampotas, MBA Crissa Rampotas, MBA's Ameriprise Financial Services, Inc. Experience February 2005 - June 2005
Job Finance | Business Operations | Analyst | Process Improvement
Industry Higher Education
Experience
City of Dunedin Parks and Recreation Committee June 2015 - Present
City of Dunedin Environmental Quality Committee June 2014 - Present
International Academy of Design and Technology September 2011 - May 2014
International Academy of Design and Technology October 2010 - September 2011
International Academy of Design and Technology February 2008 - July 2010
Wells Fargo Bank (Wachovia Bank) February 2006 - March 2007
Ameriprise Financial Services, Inc. February 2005 - June 2005
Skills
Enrollment Management, Sustainable Business..., Student Financial Aid, Corporate Social..., Customer Service, Success Driven, Organizational..., Analytic Problem Solving, Communication Skills, Student Affairs, CampusVue, Higher Education, Coaching, Management, Budgets, Retaining Customers, Time Management, Career Counseling
Education
Colorado Technical University 2011 — 2012
Master of Business Administration (MBA), Environmental & Social Sustainability, Summa Cum Laude
Eckerd College 2001 — 2004
Bachelor of Arts (BA), International Business, Cum Laude
City of Dunedin Parks and Recreation Committee June 2015 - Present
City of Dunedin Environmental Quality Committee June 2014 - Present
International Academy of Design and Technology September 2011 - May 2014
International Academy of Design and Technology October 2010 - September 2011
International Academy of Design and Technology February 2008 - July 2010
Wells Fargo Bank (Wachovia Bank) February 2006 - March 2007
Ameriprise Financial Services, Inc. February 2005 - June 2005
Skills
Enrollment Management, Sustainable Business..., Student Financial Aid, Corporate Social..., Customer Service, Success Driven, Organizational..., Analytic Problem Solving, Communication Skills, Student Affairs, CampusVue, Higher Education, Coaching, Management, Budgets, Retaining Customers, Time Management, Career Counseling
Education
Colorado Technical University 2011 — 2012
Master of Business Administration (MBA), Environmental & Social Sustainability, Summa Cum Laude
Eckerd College 2001 — 2004
Bachelor of Arts (BA), International Business, Cum Laude
Althea Burnett Althea Burnett's Ameriprise Financial Services, Inc. Experience 2010 - 2012
Job Restaurant Manager at The Daily Grill
Industry Hospitality
Experience
The Daily Grill November 2013 - September 2014
Bonaventure Brewing Co. 2012 - 2013
Ameriprise Financial Services, Inc. 2010 - 2012
Bonaventure Brewing Co. February 2006 - 2010
Skills
Restaurants, Hospitality Management, Hospitality, Food & Beverage, Hotels, Catering, Customer Service, Hospitality Industry, Event Management, Food, Banquets, Marketing, Management, Event Planning, Social Networking, Leadership, Team Building, Restaurant Management, Social Media
Education
Columbia College Chicago 1987 — 1989
Theatre/Theater
The Daily Grill November 2013 - September 2014
Bonaventure Brewing Co. 2012 - 2013
Ameriprise Financial Services, Inc. 2010 - 2012
Bonaventure Brewing Co. February 2006 - 2010
Skills
Restaurants, Hospitality Management, Hospitality, Food & Beverage, Hotels, Catering, Customer Service, Hospitality Industry, Event Management, Food, Banquets, Marketing, Management, Event Planning, Social Networking, Leadership, Team Building, Restaurant Management, Social Media
Education
Columbia College Chicago 1987 — 1989
Theatre/Theater
Joshua Sopczak Joshua Sopczak's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job AVP, Commercial Lending, Tri City National Bank
Industry Banking
Experience
Tri City National Bank July 2013 - Present
JP Morgan Chase July 2010 - July 2013
JPMorgan Chase August 2007 - July 2010
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Small Business Lending, Coaching, Customer Service, Commercial Lending, Credit, Cash Management, Small Business, New Business Development, Marketing, Retail, Sales, Loans, Banking, Leadership, Lines Of Credit, Commercial Banking, SBA, Finance
Education
University of Wisconsin-Parkside 2000 — 2003
BS Business, Marketing
College of Lake County 1998 — 2000
Associate of Science (A.S.)
Waukegan
Waukegan High School
Tri City National Bank July 2013 - Present
JP Morgan Chase July 2010 - July 2013
JPMorgan Chase August 2007 - July 2010
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Small Business Lending, Coaching, Customer Service, Commercial Lending, Credit, Cash Management, Small Business, New Business Development, Marketing, Retail, Sales, Loans, Banking, Leadership, Lines Of Credit, Commercial Banking, SBA, Finance
Education
University of Wisconsin-Parkside 2000 — 2003
BS Business, Marketing
College of Lake County 1998 — 2000
Associate of Science (A.S.)
Waukegan
Waukegan High School
Timothy Cariolano Timothy Cariolano's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - June 2013
Robin Carnahan for Senate September 2009 - November 2010
Missouri Governor Jay Nixon June 2009 - August 2009
United States Senator Claire McCaskill June 2008 - December 2008
Skills
Retirement Planning, Investments, Insurance, Business Relationship..., sales coaching
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Planning Counselor
University of Missouri-Columbia 2005 — 2009
Bachelor of Journalism, Strategic Communication
Kaplan University
Certified Financial Planner
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - June 2013
Robin Carnahan for Senate September 2009 - November 2010
Missouri Governor Jay Nixon June 2009 - August 2009
United States Senator Claire McCaskill June 2008 - December 2008
Skills
Retirement Planning, Investments, Insurance, Business Relationship..., sales coaching
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Planning Counselor
University of Missouri-Columbia 2005 — 2009
Bachelor of Journalism, Strategic Communication
Kaplan University
Certified Financial Planner
Jandee Vandenburg's Ameriprise Financial Services, Inc. Experience July 2005 - February 2006
Job Banking Professional
Industry Banking
Experience
Stay at Home Mom April 2014 - Present
Desert Schools Federal Credit Union December 2013 - April 2014
Ent Federal Credit Union 2007 - 2010
DuPage Credit Union February 2006 - July 2007
Ameriprise Financial Services, Inc. July 2005 - February 2006
Skills
Loans, Consumer Lending, Credit, Banking, Commercial Banking, Small Business Lending, Branch Banking, Credit Analysis, Loan Origination, Retail Banking, Cross Selling, Credit Risk, Financial Services, Lines Of Credit, Deposits, Branch Management, Investments, Credit Unions, Call Centers, Credit Cards, Customer Service, Mortgage Banking, Mortgage Lending, Commercial Lending
Education
Columbia College Chicago 2003 — 2005
Bachelor of Arts (BA), Entrepreneurial and Small Business Operations, 3.88 GPA
University of Findlay 2001 — 2003
Business Administration and Management, General
Stay at Home Mom April 2014 - Present
Desert Schools Federal Credit Union December 2013 - April 2014
Ent Federal Credit Union 2007 - 2010
DuPage Credit Union February 2006 - July 2007
Ameriprise Financial Services, Inc. July 2005 - February 2006
Skills
Loans, Consumer Lending, Credit, Banking, Commercial Banking, Small Business Lending, Branch Banking, Credit Analysis, Loan Origination, Retail Banking, Cross Selling, Credit Risk, Financial Services, Lines Of Credit, Deposits, Branch Management, Investments, Credit Unions, Call Centers, Credit Cards, Customer Service, Mortgage Banking, Mortgage Lending, Commercial Lending
Education
Columbia College Chicago 2003 — 2005
Bachelor of Arts (BA), Entrepreneurial and Small Business Operations, 3.88 GPA
University of Findlay 2001 — 2003
Business Administration and Management, General
Billy Vail's Ameriprise Financial Services, Inc. Experience June 1996 - April 1999
Job "Building lasting relationships through a unique financial planning experience." Financial Advisor, AAMS
Industry Financial Services
Experience
Integrity Wealth Advisors January 2014 - Present
Generations Financial 2000 - 2013
Ameriprise Financial Services, Inc. June 1996 - April 1999
Allied Signal 1979 - 1995
Bendix 1979 - 1995
Skills
Holistic Financial..., College Education...
Education
Colorado State University 1977 — 1980
LaSalle High 1974 — 1976
Integrity Wealth Advisors January 2014 - Present
Generations Financial 2000 - 2013
Ameriprise Financial Services, Inc. June 1996 - April 1999
Allied Signal 1979 - 1995
Bendix 1979 - 1995
Skills
Holistic Financial..., College Education...
Education
Colorado State University 1977 — 1980
LaSalle High 1974 — 1976
Margaret Raiche Margaret Raiche's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Vice President, Sales at LifeCare
Industry Financial Services
Experience
LifeCare May 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Edience, Inc. 2008 - 2012
Sallie Mae 2002 - 2008
Wells Fargo 1996 - 2002
Signature Group 1993 - 1996
Skills
Organizational..., Strategic Planning, Performance Management, Relationship Management, New Business Development, Leadership Development, Coaching, Salesforce.com, Employee Relations, Business Development, Employee Benefits, Strategic Partnerships, Consulting, Change Management, Sales Operations, Sales, Recruiting, Management, Leadership, CRM, Account Management, Strategy, Start-ups, Process Improvement
Education
College of Saint Benedict and Saint John's University 1985 — 1989
BA, International Business
Edina High School 1981 — 1985
LifeCare May 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Edience, Inc. 2008 - 2012
Sallie Mae 2002 - 2008
Wells Fargo 1996 - 2002
Signature Group 1993 - 1996
Skills
Organizational..., Strategic Planning, Performance Management, Relationship Management, New Business Development, Leadership Development, Coaching, Salesforce.com, Employee Relations, Business Development, Employee Benefits, Strategic Partnerships, Consulting, Change Management, Sales Operations, Sales, Recruiting, Management, Leadership, CRM, Account Management, Strategy, Start-ups, Process Improvement
Education
College of Saint Benedict and Saint John's University 1985 — 1989
BA, International Business
Edina High School 1981 — 1985
Lynn Rennewanz Lynn Rennewanz's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Executive Office
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Family Readiness Group July 2011 - May 2014
Ameriprise Financial Services, Inc. April 2004 - July 2011
Ameriprise Financial 2003 - July 2011
Skills
Marketing, Office Administration, Dependable Team Player, Leadership, Employee Training, Data Entry, Creative Problem Solving, Goal Oriented, Manage Client..., Market Research, Client Liaison, Database Administration, Corporate Communications, Marketing Strategy, Entrepreneurship, Motivation, Customer Service, Telephone Skills, Compliance, Time Management, CRM, Management, Administration, Project Management, Microsoft Office, Training, Research, Office Management, Event Planning, Administrative..., Teamwork, Lotus Notes, Customer Retention, Small Business, Fundraising, Recruiting, Administrative..., Event Management, Project Coordination, Financial Services, Strategy
Education
Columbia College Chicago 1998 — 2002
B.A., Entreprenuership
Ameriprise Financial Services, Inc. June 2014 - Present
Family Readiness Group July 2011 - May 2014
Ameriprise Financial Services, Inc. April 2004 - July 2011
Ameriprise Financial 2003 - July 2011
Skills
Marketing, Office Administration, Dependable Team Player, Leadership, Employee Training, Data Entry, Creative Problem Solving, Goal Oriented, Manage Client..., Market Research, Client Liaison, Database Administration, Corporate Communications, Marketing Strategy, Entrepreneurship, Motivation, Customer Service, Telephone Skills, Compliance, Time Management, CRM, Management, Administration, Project Management, Microsoft Office, Training, Research, Office Management, Event Planning, Administrative..., Teamwork, Lotus Notes, Customer Retention, Small Business, Fundraising, Recruiting, Administrative..., Event Management, Project Coordination, Financial Services, Strategy
Education
Columbia College Chicago 1998 — 2002
B.A., Entreprenuership
John Engquist John Engquist's Ameriprise Financial Services, Inc. Experience January 2005 - August 2007
Job Financial Advisor at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group April 2014 - Present
IDEAS Portfolio Management, an independent firm August 2012 - April 2014
Merrill Lynch August 2007 - December 2008
Ameriprise Financial Services, Inc. January 2005 - August 2007
BD September 1998 - March 2000
BD May 1996 - August 1998
Coopers & Lybrand Consulting 1988 - 1995
Skills
Strategic Financial..., Personal Financial..., Financial Analysis, Business Process...
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (MBA), Finance, General
General Motors Institute of Technology 1977 — 1982
Bachelor of Mechanical Engineering, BME
WealthSpan Financial Group April 2014 - Present
IDEAS Portfolio Management, an independent firm August 2012 - April 2014
Merrill Lynch August 2007 - December 2008
Ameriprise Financial Services, Inc. January 2005 - August 2007
BD September 1998 - March 2000
BD May 1996 - August 1998
Coopers & Lybrand Consulting 1988 - 1995
Skills
Strategic Financial..., Personal Financial..., Financial Analysis, Business Process...
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (MBA), Finance, General
General Motors Institute of Technology 1977 — 1982
Bachelor of Mechanical Engineering, BME
Holley Street's Ameriprise Financial Services, Inc. Experience September 2009 - April 2014
Job Executive Assistant to VP Finance Operations at Quorum Health Resources
Industry Executive Office
Experience
Quorum Health Resources June 2015 - Present
Vanderbilt Imaging Svcs LLC September 2014 - Present
Ameriprise Financial Services, Inc. September 2009 - April 2014
Volunteer State Community College January 2014 - 2014
Skills
Finance, Strategic Planning, Leadership, Time Management, Management, Recruiting, Business Planning, Project Management, Events Coordination, Customer Service
Education
Volunteer State Community College
Physical Therapy Assistant Program
Columbia State Community College
Business / Finance
Quorum Health Resources June 2015 - Present
Vanderbilt Imaging Svcs LLC September 2014 - Present
Ameriprise Financial Services, Inc. September 2009 - April 2014
Volunteer State Community College January 2014 - 2014
Skills
Finance, Strategic Planning, Leadership, Time Management, Management, Recruiting, Business Planning, Project Management, Events Coordination, Customer Service
Education
Volunteer State Community College
Physical Therapy Assistant Program
Columbia State Community College
Business / Finance
Stephanie L. Arensdorf, CFP, CRPC, ADPA Stephanie L. Arensdorf, CFP, CRPC, ADPA's Ameriprise Financial Services, Inc. Experience January 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2004 - Present
Southwestern Company December 2000 - December 2003
Education
College for Financial Planning 2012 — 2012
ADPA, Accredited Domestic Partnership Advisor
College for Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 2007 — 2008
CFP, Certified Financial Planner
University of Northern Iowa 1999 — 2003
BA, Psychology
Ameriprise Financial Services, Inc. January 2004 - Present
Southwestern Company December 2000 - December 2003
Education
College for Financial Planning 2012 — 2012
ADPA, Accredited Domestic Partnership Advisor
College for Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 2007 — 2008
CFP, Certified Financial Planner
University of Northern Iowa 1999 — 2003
BA, Psychology
Omer Abramovich,MBA Omer Abramovich,MBA's Ameriprise Financial Services, Inc. Experience June 2013 - February 2014
Job Associate Financial Planner
Industry Financial Services
Experience
Affiance Financial February 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - February 2014
Creekside Tennis Club June 2009 - June 2013
The Citadel- Academic Support Center January 2011 - December 2012
The Citadel- Academic Support Center January 2011 - December 2012
Israeli Air Force, Intelligence Division October 2002 - September 2005
Skills
Teamwork, Customer Service, Microsoft Excel, Finance, Fluent English, PowerPoint, Series 7, Public Speaking, Microsoft Office, Research, Teaching, Microsoft Word, Insurance, Personal Financial..., Life Insurance, Fluent Hebrew, Sports, Higher Education, Coaching, Series 66, Health Insurance, Social Media, Public Relations, Sports Management, Logistics, Social Media Marketing, Leadership, Financial Analysis, Time Management, Investments, Team Building, Team Leadership, Financial Planning, Financial Services, Outlook, Strategic Planning
Education
The Citadel, The Military College of South Carolina 2011 — 2013
Masters, Business Administration
College of Charleston 2006 — 2009
Bachelor of Science (BS), Economics
Affiance Financial February 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - February 2014
Creekside Tennis Club June 2009 - June 2013
The Citadel- Academic Support Center January 2011 - December 2012
The Citadel- Academic Support Center January 2011 - December 2012
Israeli Air Force, Intelligence Division October 2002 - September 2005
Skills
Teamwork, Customer Service, Microsoft Excel, Finance, Fluent English, PowerPoint, Series 7, Public Speaking, Microsoft Office, Research, Teaching, Microsoft Word, Insurance, Personal Financial..., Life Insurance, Fluent Hebrew, Sports, Higher Education, Coaching, Series 66, Health Insurance, Social Media, Public Relations, Sports Management, Logistics, Social Media Marketing, Leadership, Financial Analysis, Time Management, Investments, Team Building, Team Leadership, Financial Planning, Financial Services, Outlook, Strategic Planning
Education
The Citadel, The Military College of South Carolina 2011 — 2013
Masters, Business Administration
College of Charleston 2006 — 2009
Bachelor of Science (BS), Economics
Robert S. Clark CRPC®, CDFA®, APMAsm Robert S. Clark CRPC®, CDFA®, APMAsm's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Financial Advisor/Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
Merrill Lynch August 2003 - January 2009
Skills
Attention to Detail, Ability to Listen, Change Management, Client Relationships, Community Service, Decision Making, Employee Benefits, Ethical Character, Risk Management, Strategic Planning
Education
Douglas County Class of 1981 1978 — 1981
Diploma
Colorado State University
Business
Ameriprise Financial Services, Inc. January 2009 - Present
Merrill Lynch August 2003 - January 2009
Skills
Attention to Detail, Ability to Listen, Change Management, Client Relationships, Community Service, Decision Making, Employee Benefits, Ethical Character, Risk Management, Strategic Planning
Education
Douglas County Class of 1981 1978 — 1981
Diploma
Colorado State University
Business
Ben Gadomski Ben Gadomski's Ameriprise Financial Services, Inc. Experience 2014 - 2014
Job Instructor at Colorado State University
Industry Higher Education
Experience
Colorado State University September 2015 - Present
Colorado State University June 2009 - May 2015
Ameriprise Financial Services, Inc. 2014 - 2014
Tri-State University 2005 - 2009
Skills
Computational Modeling, Animal Models, Experimentation, microCT, Histomorphometry, DEXA, Finite Element Analysis, Spine, Medical Devices, Statistics, Biomechanics, Abaqus, Pro Engineer, R&D, Biomedical Engineering, MathCAD, Labview, Engineering, Data Analysis, Matlab, Microsoft Office, Research, LabVIEW, Science, SolidWorks
Education
Colorado State University 2009 — 2014
Doctor of Philosophy (Ph.D.), Bioengineering and Biomedical Engineering
Tri-State University 2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering
Colorado State University September 2015 - Present
Colorado State University June 2009 - May 2015
Ameriprise Financial Services, Inc. 2014 - 2014
Tri-State University 2005 - 2009
Skills
Computational Modeling, Animal Models, Experimentation, microCT, Histomorphometry, DEXA, Finite Element Analysis, Spine, Medical Devices, Statistics, Biomechanics, Abaqus, Pro Engineer, R&D, Biomedical Engineering, MathCAD, Labview, Engineering, Data Analysis, Matlab, Microsoft Office, Research, LabVIEW, Science, SolidWorks
Education
Colorado State University 2009 — 2014
Doctor of Philosophy (Ph.D.), Bioengineering and Biomedical Engineering
Tri-State University 2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering
Vic Koby Vic Koby's Ameriprise Financial Services, Inc. Experience December 2007 - Present
Job Vice President at Ameriprise Financial Services, Inc. CA Ins. #0A11942
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2007 - Present
Education
Colorado College 1978 — 1982
Economics
Ameriprise Financial Services, Inc. December 2007 - Present
Education
Colorado College 1978 — 1982
Economics
Timothy Benes Timothy Benes's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Zaddack & Associates Financial Group September 2010 - September 2012
Education
College for Financial Planning 2012 — 2013
Chartered Retirement Planning Counselor
Northeast Wisconsin Technical College
Certificate of Completion, Lean Six Sigma Black Belt
UW-STOUT 1992 — 1995
Bachelor's degree, Industrial Distribution
Northcentral Technical College 1989 — 1991
Associate's degree, Mechanical Drafting and Mechanical Drafting CAD/CADD
Ameriprise Financial Services, Inc. September 2012 - Present
Zaddack & Associates Financial Group September 2010 - September 2012
Education
College for Financial Planning 2012 — 2013
Chartered Retirement Planning Counselor
Northeast Wisconsin Technical College
Certificate of Completion, Lean Six Sigma Black Belt
UW-STOUT 1992 — 1995
Bachelor's degree, Industrial Distribution
Northcentral Technical College 1989 — 1991
Associate's degree, Mechanical Drafting and Mechanical Drafting CAD/CADD
Chris Filiberto Chris Filiberto's Ameriprise Financial Services, Inc. Experience September 2006 - December 2006
Job Manager at EY
Industry Financial Services
Experience
EY March 2015 - Present
BDO USA, LLP March 2013 - February 2015
Economics Partners, LLC August 2012 - March 2013
Charles River Associates June 2007 - August 2012
Ameriprise Financial Services, Inc. September 2006 - December 2006
Navigant June 2006 - August 2006
Skills
Project Management, Litigation Support, Valuation, Transfer Pricing, Communication Skills, Delegation, Team Leadership, Team-oriented
Education
College of Charleston 2003 — 2007
BA, Economics
Fairfield College Preparatory School 1999 — 2003
EY March 2015 - Present
BDO USA, LLP March 2013 - February 2015
Economics Partners, LLC August 2012 - March 2013
Charles River Associates June 2007 - August 2012
Ameriprise Financial Services, Inc. September 2006 - December 2006
Navigant June 2006 - August 2006
Skills
Project Management, Litigation Support, Valuation, Transfer Pricing, Communication Skills, Delegation, Team Leadership, Team-oriented
Education
College of Charleston 2003 — 2007
BA, Economics
Fairfield College Preparatory School 1999 — 2003
Susan Koscielniak Susan Koscielniak's Ameriprise Financial Services, Inc. Experience December 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1994 - Present
Sarah Jones Realty/Forest Hills Gardens December 1992 - May 1994
Columbia University Press May 1980 - May 1986
Education
College for Financial Planning 1995 — 1998
CFP no longer awarded, Financial Planning
The University of Massachusetts 1970 — 1974
Bachelor of Science (B.S.), Zoology, Cum Laude
Ameriprise Financial Services, Inc. December 1994 - Present
Sarah Jones Realty/Forest Hills Gardens December 1992 - May 1994
Columbia University Press May 1980 - May 1986
Education
College for Financial Planning 1995 — 1998
CFP no longer awarded, Financial Planning
The University of Massachusetts 1970 — 1974
Bachelor of Science (B.S.), Zoology, Cum Laude
Sandra Dow's Ameriprise Financial Services, Inc. Experience 2014 - 2015
Job Area Manager at All Star Self Storage
Industry Warehousing
Experience
All Star Self Storage TDWAmeriprise Financial Services, Inc.2014 - 2015
Ameriprise Financial Services, Inc. 2014 - 2015
Skills
Multi unit, Operations Management, Team Management, Self Management, ROI Strategies, Storage, Property Management, Sales Management, Team Building, Profit Maximization, ROI Optimization, Team Leadership, Distributed Team..., SEO, Account Reconciliation, Increasing ROI, Increased Profitability, Mentoring Of Staff, Real Estate Transactions, Brand Development, Customer Service, Foreclosures, Retail, Marketing, Marketing Strategy, Online Marketing, Marketing Communications
Education
Collin County Community College 2012 — 2013
Associate's Degree, Business Administration and Management, General, 3.4
All Star Self Storage TDWAmeriprise Financial Services, Inc.2014 - 2015
Ameriprise Financial Services, Inc. 2014 - 2015
Skills
Multi unit, Operations Management, Team Management, Self Management, ROI Strategies, Storage, Property Management, Sales Management, Team Building, Profit Maximization, ROI Optimization, Team Leadership, Distributed Team..., SEO, Account Reconciliation, Increasing ROI, Increased Profitability, Mentoring Of Staff, Real Estate Transactions, Brand Development, Customer Service, Foreclosures, Retail, Marketing, Marketing Strategy, Online Marketing, Marketing Communications
Education
Collin County Community College 2012 — 2013
Associate's Degree, Business Administration and Management, General, 3.4
Margaret Beller Margaret Beller's Ameriprise Financial Services, Inc. Experience December 2008 - December 2010
Job Retired Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2008 - December 2010
Ameriprise Financial Services, Inc. February 2000 - January 2007
Education
Washburn University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Colorado State University
Bachelor of Science (BS), Child Development and Family Relationships
Stephens College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Ameriprise Financial Services, Inc. December 2008 - December 2010
Ameriprise Financial Services, Inc. February 2000 - January 2007
Education
Washburn University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Colorado State University
Bachelor of Science (BS), Child Development and Family Relationships
Stephens College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Olga Handal's Ameriprise Financial Services, Inc. Experience August 2004 - May 2006
Job Registered Senior Client Service Associate at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank - Private Wealth Advisors September 2013 - Present
Lone Star Investment Advisors, LLC October 2008 - August 2013
Bank of America November 2007 - October 2008
Ironmark Advisors, LLC May 2006 - November 2007
Ameriprise Financial Services, Inc. August 2004 - May 2006
Skills
Sunguard, Series 7, Series 66, Client Liaison, Client Relations Skills, Wealth Management..., Microsoft Excel, Junxure, Private Banking, Sage CRM, Administrative..., Travel Arrangements, Spreadsheets, Office Management, Lotus Notes, Microsoft Office, Outlook, Calendaring, Calendars, Microsoft Word, PowerPoint, Onboarding, Event Planning, Investments, QuickBooks, PeopleSoft, Accounts Receivable, Accounts Payable, Customer Service
Education
University of North Texas 2009 — 2011
Bachelor of Arts, Sociology
Collin County Community College 2005 — 2008
Associate of Arts (A.A.), General Studies
Texas Capital Bank - Private Wealth Advisors September 2013 - Present
Lone Star Investment Advisors, LLC October 2008 - August 2013
Bank of America November 2007 - October 2008
Ironmark Advisors, LLC May 2006 - November 2007
Ameriprise Financial Services, Inc. August 2004 - May 2006
Skills
Sunguard, Series 7, Series 66, Client Liaison, Client Relations Skills, Wealth Management..., Microsoft Excel, Junxure, Private Banking, Sage CRM, Administrative..., Travel Arrangements, Spreadsheets, Office Management, Lotus Notes, Microsoft Office, Outlook, Calendaring, Calendars, Microsoft Word, PowerPoint, Onboarding, Event Planning, Investments, QuickBooks, PeopleSoft, Accounts Receivable, Accounts Payable, Customer Service
Education
University of North Texas 2009 — 2011
Bachelor of Arts, Sociology
Collin County Community College 2005 — 2008
Associate of Arts (A.A.), General Studies
Tracey Halvorson, CFP® Tracey Halvorson, CFP®'s Ameriprise Financial Services, Inc. Experience January 1983 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1983 - Present
Education
College for Financial Planning 1982 — 1984
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Planning
Iowa State University
Bachelor of Science, Education, Consumer Economics
Ameriprise Financial Services, Inc. January 1983 - Present
Education
College for Financial Planning 1982 — 1984
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Planning
Iowa State University
Bachelor of Science, Education, Consumer Economics
Sherlene Hall Sherlene Hall's Ameriprise Financial Services, Inc. Experience August 2004 - July 2008
Job Resource Center Coordinator at Universal Technical Institute
Industry Higher Education
Experience
Universal Technical Institute March 2008 - Present
Ameriprise Financial Services, Inc. August 2004 - July 2008
Victory Residential Mortgage March 2002 - December 2003
Wells Fargo Home Mortgage January 2001 - February 2002
City of Minneapolis April 1996 - December 2001
Target Center / AEG April 1990 - August 1994
Skills
Public Speaking, Higher Education, Teaching, Event Planning, Staff Development, Student Affairs, Adult Education, Career Counseling, Leadership
Education
Colorado Technical University 2012 — 2013
Master's degree, Business Administration and Management, General
Metropolitan State University 2000 — 2004
Communication, General
Universal Technical Institute March 2008 - Present
Ameriprise Financial Services, Inc. August 2004 - July 2008
Victory Residential Mortgage March 2002 - December 2003
Wells Fargo Home Mortgage January 2001 - February 2002
City of Minneapolis April 1996 - December 2001
Target Center / AEG April 1990 - August 1994
Skills
Public Speaking, Higher Education, Teaching, Event Planning, Staff Development, Student Affairs, Adult Education, Career Counseling, Leadership
Education
Colorado Technical University 2012 — 2013
Master's degree, Business Administration and Management, General
Metropolitan State University 2000 — 2004
Communication, General
Djehuty Se Hotep MBA Djehuty Se Hotep MBA's Ameriprise Financial Services, Inc. Experience October 2001 - March 2005
Job Electronic Payment Consultant at PayJunction
Industry Computer Software
Experience
PayJunction November 2010 - Present
Digital Solutions Technology, Inc. August 2010 - December 2012
The Home Depot March 2005 - June 2010
Ameriprise Financial Services, Inc. October 2001 - March 2005
Kirby Company April 1996 - April 1999
Craftmatic Pacific February 1991 - March 1996
The Kensington Group March 1990 - January 1991
United States Air Force December 1981 - March 1986
Skills
Management, Business Development, New Business Development, Project Management, Strategic Planning, Team Building, Training, Project Planning, Leadership, Research, Microsoft Office, Operations Management, Budgets, Team Leadership, Negotiation, Microsoft Excel, Cross-functional Team..., Business Planning, PowerPoint, Sales, Coaching, Software Documentation, Customer Service, Account Management, Recruiting, Sales Management, Marketing Strategy, Strategy, Contract Negotiation, Advertising, Process Improvement, Marketing, CRM, Forecasting, Start-ups, Social Networking, Business Strategy, Selling, Strategic Partnerships
Education
Texas Woman's University 2008 — 2010
MBA, Business Administration
Columbia College 2005 — 2007
Bachelors of Arts, Psychology
SEMA Institute Kemet University 2005 — 2007
Associate's degree, Ancient African Kamitan (Egyptian) Mystical Philosophy
Tarrant County College 1999 — 2005
Associates of Arts, Psychology w/Mental Health Social Work Certificate
PayJunction November 2010 - Present
Digital Solutions Technology, Inc. August 2010 - December 2012
The Home Depot March 2005 - June 2010
Ameriprise Financial Services, Inc. October 2001 - March 2005
Kirby Company April 1996 - April 1999
Craftmatic Pacific February 1991 - March 1996
The Kensington Group March 1990 - January 1991
United States Air Force December 1981 - March 1986
Skills
Management, Business Development, New Business Development, Project Management, Strategic Planning, Team Building, Training, Project Planning, Leadership, Research, Microsoft Office, Operations Management, Budgets, Team Leadership, Negotiation, Microsoft Excel, Cross-functional Team..., Business Planning, PowerPoint, Sales, Coaching, Software Documentation, Customer Service, Account Management, Recruiting, Sales Management, Marketing Strategy, Strategy, Contract Negotiation, Advertising, Process Improvement, Marketing, CRM, Forecasting, Start-ups, Social Networking, Business Strategy, Selling, Strategic Partnerships
Education
Texas Woman's University 2008 — 2010
MBA, Business Administration
Columbia College 2005 — 2007
Bachelors of Arts, Psychology
SEMA Institute Kemet University 2005 — 2007
Associate's degree, Ancient African Kamitan (Egyptian) Mystical Philosophy
Tarrant County College 1999 — 2005
Associates of Arts, Psychology w/Mental Health Social Work Certificate
Shelly Otto Shelly Otto's Ameriprise Financial Services, Inc. Experience April 2000 - Present
Job Vice President Broker Dealer Products & Service Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2000 - Present
Ameriprise Financial Services, Inc. 2005 - 2009
Ameriprise Financial Services, Inc. 2000 - 2005
Wells Fargo June 1993 - April 2000
Skills
Relationship Management, Project Management, Project Portfolio..., Program Management, Vendor Management, Management, Financial Services, Strategy, Strategic Financial..., Risk Management, Leadership, Business Analysis, Process Improvement, Cross-functional Team..., Analytics, Project Delivery, Budgets, Business Transformation, Negotiation, Product Management, Requirements Analysis, Banking, Business Strategy, Business Process..., Change Management, Portfolio Management, SDLC, CRM, SaaS
Education
College of St. Benedict 1980 — 1984
Business Administration
Ameriprise Financial Services, Inc. April 2000 - Present
Ameriprise Financial Services, Inc. 2005 - 2009
Ameriprise Financial Services, Inc. 2000 - 2005
Wells Fargo June 1993 - April 2000
Skills
Relationship Management, Project Management, Project Portfolio..., Program Management, Vendor Management, Management, Financial Services, Strategy, Strategic Financial..., Risk Management, Leadership, Business Analysis, Process Improvement, Cross-functional Team..., Analytics, Project Delivery, Budgets, Business Transformation, Negotiation, Product Management, Requirements Analysis, Banking, Business Strategy, Business Process..., Change Management, Portfolio Management, SDLC, CRM, SaaS
Education
College of St. Benedict 1980 — 1984
Business Administration
Babette Smith, CFP® Babette Smith, CFP®'s Ameriprise Financial Services, Inc. Experience June 1998 - Present
Job Certified Financial Planning Practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1998 - Present
Education
University of Virginia 1969 — 1971
MP, Urban Planning and Design
Colorado State University 1966 — 1968
B.S., Economics
Hood College 1964 — 1966
Spanish, Economics
Ameriprise Financial Services, Inc. June 1998 - Present
Education
University of Virginia 1969 — 1971
MP, Urban Planning and Design
Colorado State University 1966 — 1968
B.S., Economics
Hood College 1964 — 1966
Spanish, Economics
Steve Hebert, CFP® Steve Hebert, CFP®'s Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. 2004 - 2014
Local Non-Profit Organization October 2010 - September 2011
Local Non-Profit Organization October 2008 - September 2011
American Express Personal Trust Services, FSB 2001 - 2004
American Express Financial Advisors 2000 - 2001
American Express Financial Advisors 1995 - 2000
Education
College for Financial Planning 1997 — 1998
Certificate, Preparation for CFP Exam
Vincennes University 1987 — 1988
A.S., General Studies
Duluth Denfeld 1977 — 1980
High School Diploma, General Studies
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. 2004 - 2014
Local Non-Profit Organization October 2010 - September 2011
Local Non-Profit Organization October 2008 - September 2011
American Express Personal Trust Services, FSB 2001 - 2004
American Express Financial Advisors 2000 - 2001
American Express Financial Advisors 1995 - 2000
Education
College for Financial Planning 1997 — 1998
Certificate, Preparation for CFP Exam
Vincennes University 1987 — 1988
A.S., General Studies
Duluth Denfeld 1977 — 1980
High School Diploma, General Studies
Jake Morrissey's Ameriprise Financial Services, Inc. Experience March 2005 - April 2006
Job Branch Manager Phoenix & Las Vegas
Industry Wholesale
Experience
CLARK Security Products October 2014 - Present
One Source Freight Solutions July 2014 - September 2014
DB Schenker 2007 - April 2014
Schenker, Inc. 2007 - April 2014
Ameriprise Financial Services, Inc. March 2005 - April 2006
Skills
Sales, Customs Regulations, Air Freight, Freight Forwarding, Sales Management, Transportation, International Logistics, Freight, Operations Management, LTL, Customer Service, Warehousing, Supply Chain, Logistics Management, Ocean, 3PL, Ocean Freight, Forwarding, Transportation..., Logistics, Shipping, Container, Sales & Marketing..., Reverse Logistics, Salesforce.com..., Trucking, Supply Chain Management, Truckload
Education
Columbia College 2001 — 2005
Bachelor's degree, Management and Finance
University of Missouri-Columbia
CLARK Security Products October 2014 - Present
One Source Freight Solutions July 2014 - September 2014
DB Schenker 2007 - April 2014
Schenker, Inc. 2007 - April 2014
Ameriprise Financial Services, Inc. March 2005 - April 2006
Skills
Sales, Customs Regulations, Air Freight, Freight Forwarding, Sales Management, Transportation, International Logistics, Freight, Operations Management, LTL, Customer Service, Warehousing, Supply Chain, Logistics Management, Ocean, 3PL, Ocean Freight, Forwarding, Transportation..., Logistics, Shipping, Container, Sales & Marketing..., Reverse Logistics, Salesforce.com..., Trucking, Supply Chain Management, Truckload
Education
Columbia College 2001 — 2005
Bachelor's degree, Management and Finance
University of Missouri-Columbia
Laura Blanchard's Ameriprise Financial Services, Inc. Experience Director of Ancillary ServicesHorry County Schools1998 - 2004
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Director of Ancillary ServicesHorry County Schools1998 - 2004
Horry County Schools 1980 - 1998
Education
Florida State University 1970 — 1971
M.S, Library Information Science
College of Charleston 1966 — 1970
B.S., History and French
Ameriprise Financial Services, Inc. Director of Ancillary ServicesHorry County Schools1998 - 2004
Horry County Schools 1980 - 1998
Education
Florida State University 1970 — 1971
M.S, Library Information Science
College of Charleston 1966 — 1970
B.S., History and French
Cole Ford Cole Ford's Ameriprise Financial Services, Inc. Experience January 2002 - October 2011
Job
Industry Publishing
Experience
Ameriprise Financial Services, Inc. January 2002 - October 2011
Legal Analyst January 1997 - September 2006
Rockcrawler.com 2000 - November 2005
MasterDrive 1995 - 2002
Skills
CRPC, Financial Advisory, Economics, Sales Management, iOS development, Strategic Financial..., Security, Law Enforcement..., Driving Performance, Police, Business Strategy, Business Planning, Business Development, Social Media Marketing, Marketing, Automotive Aftermarket, Automotive Restoration, Police Officers, Firearms, Product Development, Sales, Stock Trading, Stock Market, Mutual Funds, Portfolio Management, Situation Analysis, Behavioral Finance, Behavioral economics, Consumer Behaviour, Analysis, Marketing Strategy, Small Business, Customer Satisfaction, Retirement, Start-ups, Training, Asset Management, Financial Services, Competitive Analysis, Insurance, Series 7, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Asset Allocation, Series 63, Estate Planning, Financial Planners, Retirement Planning, Fixed Annuities
Education
Colorado State University 1990 — 1996
B.A., Economics and Finance
Ameriprise Financial Services, Inc. January 2002 - October 2011
Legal Analyst January 1997 - September 2006
Rockcrawler.com 2000 - November 2005
MasterDrive 1995 - 2002
Skills
CRPC, Financial Advisory, Economics, Sales Management, iOS development, Strategic Financial..., Security, Law Enforcement..., Driving Performance, Police, Business Strategy, Business Planning, Business Development, Social Media Marketing, Marketing, Automotive Aftermarket, Automotive Restoration, Police Officers, Firearms, Product Development, Sales, Stock Trading, Stock Market, Mutual Funds, Portfolio Management, Situation Analysis, Behavioral Finance, Behavioral economics, Consumer Behaviour, Analysis, Marketing Strategy, Small Business, Customer Satisfaction, Retirement, Start-ups, Training, Asset Management, Financial Services, Competitive Analysis, Insurance, Series 7, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Asset Allocation, Series 63, Estate Planning, Financial Planners, Retirement Planning, Fixed Annuities
Education
Colorado State University 1990 — 1996
B.A., Economics and Finance
Deborah Dumont, PMP Deborah Dumont, PMP's Ameriprise Financial Services, Inc. Experience July 2006 - April 2007
Job Business Development Executive at ZDAAS LLC
Industry Information Technology and Services
Experience
ZDAAS LLC May 2015 - Present
Independent Business Consultant March 2014 - April 2015
FosterSoft, Inc. July 2012 - March 2014
Colorado State Park & Foothills Animal Shelter March 2010 - April 2012
First Allied Securities, Inc. (Advanced Equities Fiancial Corp.) April 2007 - October 2008
Ameriprise Financial Services, Inc. July 2006 - April 2007
Independent Financial Group LLC May 2005 - December 2005
AIG Advisor Group September 2002 - December 2004
Peregrine Systems September 2000 - May 2002
Litton Financial (LPL Financial) June 1999 - March 2000
Skills
Project Management, Recruiting, Business Strategy, Program Management, Mergers, Integration, Public Speaking, Business Development, Management, Strategy, Leadership Development, New Business Development, Coaching, Mergers & Acquisitions, Leadership, Project Planning, Marketing, Budgets, Human Resources, Process Improvement, Finance, Entrepreneurship, Customer Service, Business Process, Start-ups, Strategic Planning, Performance Management, Management Consulting, Sales, Vendor Management, Cross-functional Team..., Executive Management, Strategic Financial..., CRM, Team Leadership, Employee Relations, Analysis, Market Research, Time Management, Training, Operations Management, Team Building, Change Management, Interviews, Organizational..., Enterprise Software, Business Process..., Business Analysis, Data Analysis, Onboarding
Education
Red Rocks Community College 2012 — 2015
Associate's Degree
Colorado State University 2011 — 2011
Certification
University of California, San Diego 2006 — 2008
Certification
Virginia Commonwealth University 1974 — 1976
Studied
ZDAAS LLC May 2015 - Present
Independent Business Consultant March 2014 - April 2015
FosterSoft, Inc. July 2012 - March 2014
Colorado State Park & Foothills Animal Shelter March 2010 - April 2012
First Allied Securities, Inc. (Advanced Equities Fiancial Corp.) April 2007 - October 2008
Ameriprise Financial Services, Inc. July 2006 - April 2007
Independent Financial Group LLC May 2005 - December 2005
AIG Advisor Group September 2002 - December 2004
Peregrine Systems September 2000 - May 2002
Litton Financial (LPL Financial) June 1999 - March 2000
Skills
Project Management, Recruiting, Business Strategy, Program Management, Mergers, Integration, Public Speaking, Business Development, Management, Strategy, Leadership Development, New Business Development, Coaching, Mergers & Acquisitions, Leadership, Project Planning, Marketing, Budgets, Human Resources, Process Improvement, Finance, Entrepreneurship, Customer Service, Business Process, Start-ups, Strategic Planning, Performance Management, Management Consulting, Sales, Vendor Management, Cross-functional Team..., Executive Management, Strategic Financial..., CRM, Team Leadership, Employee Relations, Analysis, Market Research, Time Management, Training, Operations Management, Team Building, Change Management, Interviews, Organizational..., Enterprise Software, Business Process..., Business Analysis, Data Analysis, Onboarding
Education
Red Rocks Community College 2012 — 2015
Associate's Degree
Colorado State University 2011 — 2011
Certification
University of California, San Diego 2006 — 2008
Certification
Virginia Commonwealth University 1974 — 1976
Studied
Tony Wilder Tony Wilder's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Research Associate at DHR International
Industry Staffing and Recruiting
Experience
DHR International May 2014 - Present
DHR International February 2014 - May 2014
SIB Development & Consulting Inc. September 2013 - December 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Chartwell Holdings January 2013 - May 2013
Skills
Data Entry, Data Analysis, German, Proposal Writing, Proformas, Sales, Business Development, Executive Search, Customer Service, Recruiting, Management
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS) (Honors Program), Business Administration, Management and Operations
DHR International May 2014 - Present
DHR International February 2014 - May 2014
SIB Development & Consulting Inc. September 2013 - December 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Chartwell Holdings January 2013 - May 2013
Skills
Data Entry, Data Analysis, German, Proposal Writing, Proformas, Sales, Business Development, Executive Search, Customer Service, Recruiting, Management
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS) (Honors Program), Business Administration, Management and Operations
Kara Morin Kara Morin's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
Skills
Personal Financial..., Retirement Income..., Investment Management, College Savings Plans, Survivor Income
Education
University of California, Riverside 2005 — 2007
Certificate of Personal Financial Planning
University of Washington 2000 — 2003
Master of Science (MS), Statistics
Colorado State University 1996 — 2000
Bachelor of Science (BS), Mathematics and Statistics
Ameriprise Financial Services, Inc. January 2007 - Present
Skills
Personal Financial..., Retirement Income..., Investment Management, College Savings Plans, Survivor Income
Education
University of California, Riverside 2005 — 2007
Certificate of Personal Financial Planning
University of Washington 2000 — 2003
Master of Science (MS), Statistics
Colorado State University 1996 — 2000
Bachelor of Science (BS), Mathematics and Statistics
Larry Hubbard Larry Hubbard's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
UBS Wealth Management 2005 - July 2012
Education
Colorado State University
Ameriprise Financial Services, Inc. July 2012 - Present
UBS Wealth Management 2005 - July 2012
Education
Colorado State University
Mark Vorheis Mark Vorheis's Ameriprise Financial Services, Inc. Experience September 2012 - November 2014
Job Derivatives Specialist at Columbia Management
Industry Financial Services
Experience
Columbia Management November 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - November 2014
Floor and Decor May 2011 - August 2012
Heating & Plumbing Engineers September 2006 - March 2009
Skills
Sales, Project Management, Collaborative Problem..., Positive Personality, Analytical Financial..., Cross-functional Team..., Data Analysis, Strategic Financial..., Analytical Skills, Microsoft Technologies, Financial Statements, Selling Skills
Education
University of Colorado at Denver 2011 — 2012
Bachelor of Science (B.S.), Finance, General
Colorado State University 2000 — 2003
Civil Engineering
Columbia Management November 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - November 2014
Floor and Decor May 2011 - August 2012
Heating & Plumbing Engineers September 2006 - March 2009
Skills
Sales, Project Management, Collaborative Problem..., Positive Personality, Analytical Financial..., Cross-functional Team..., Data Analysis, Strategic Financial..., Analytical Skills, Microsoft Technologies, Financial Statements, Selling Skills
Education
University of Colorado at Denver 2011 — 2012
Bachelor of Science (B.S.), Finance, General
Colorado State University 2000 — 2003
Civil Engineering
Daniel D'Agata Daniel D'Agata's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Associate Vice President, Financial Advisor, CRPC®, AWMA®, APMA®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2004 - Present
Scottrade January 2003 - December 2003
Education
College of the Holy Cross 2000 — 2004
Bachelor of Arts, History
Ameriprise Financial Services, Inc. 2004 - Present
Scottrade January 2003 - December 2003
Education
College of the Holy Cross 2000 — 2004
Bachelor of Arts, History
David Lalich David Lalich's Ameriprise Financial Services, Inc. Experience October 2004 - Present
Job CRPC® Financial Advisor, Platinum Financial Services Practice at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2004 - Present
Education
Columbia University - Columbia Business School 1982 — 1983
Business
University of California, Los Angeles 1978 — 1980
Broadcast Management
West Virginia Wesleyan College 1968 — 1972
BS, Economics / Business
Ameriprise Financial Services, Inc. October 2004 - Present
Education
Columbia University - Columbia Business School 1982 — 1983
Business
University of California, Los Angeles 1978 — 1980
Broadcast Management
West Virginia Wesleyan College 1968 — 1972
BS, Economics / Business
Vijay Bajaj CRPC Vijay Bajaj CRPC's Ameriprise Financial Services, Inc. Experience April 2004 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2004 - Present
Bank One (now Chase) December 1994 - February 2003
Education
Punjab University 1973 — 1977
B.A, Economics and Mathematics
College of DuPage
Associates, Accounting
Ameriprise Financial Services, Inc. April 2004 - Present
Bank One (now Chase) December 1994 - February 2003
Education
Punjab University 1973 — 1977
B.A, Economics and Mathematics
College of DuPage
Associates, Accounting
Libby McMurray's Ameriprise Financial Services, Inc. Experience July 2011 - March 2012
Job Release Project Manager
Industry Information Technology and Services
Experience
TriZetto, A Cognizant Company April 2015 - Present
Destination Rewards September 2012 - February 2015
MoneyGram International April 2012 - August 2012
Ameriprise Financial Services, Inc. July 2011 - March 2012
First American Bank July 2010 - September 2011
Target Corporation June 2009 - August 2009
Skills
Project Management, Project Coordination, Project Planning, Microsoft Office, Analysis, Training, Reporting & Analysis, Process Improvement, Management, Strategy, Risk Management, Workflow Design, Finance, PMO, SDLC
Education
College of St. Benedict 2007 — 2010
Bachelor of Arts, Economics, Management
Wartburg College 2006 — 2007
TriZetto, A Cognizant Company April 2015 - Present
Destination Rewards September 2012 - February 2015
MoneyGram International April 2012 - August 2012
Ameriprise Financial Services, Inc. July 2011 - March 2012
First American Bank July 2010 - September 2011
Target Corporation June 2009 - August 2009
Skills
Project Management, Project Coordination, Project Planning, Microsoft Office, Analysis, Training, Reporting & Analysis, Process Improvement, Management, Strategy, Risk Management, Workflow Design, Finance, PMO, SDLC
Education
College of St. Benedict 2007 — 2010
Bachelor of Arts, Economics, Management
Wartburg College 2006 — 2007
Steve Fox (CRPC) Steve Fox (CRPC)'s Ameriprise Financial Services, Inc. Experience 2003 - 2006
Job General Manager/Senior Vice President Business Development Financial Advisor for Heritage Wealth Advisors
Industry Financial Services
Experience
Heritage Wealth Advisors - Ameriprise Financial Services Inc.) July 2013 - Present
Ameriprise Financial 2010 - 2012
BankCard Services Worldwide 2009 - 2010
Ameriprise Financial Services, Inc. -- Wings Financial 2006 - 2009
Ameriprise Financial Services, Inc. 2003 - 2006
American Express Financial Advisors 1999 - 2003
Skills
Coaching, Strategy, Leadership, Program Management, Marketing, Relationship Management, Retirement Planning, Financial Services, Investments, Cross-functional Team..., Management, Training, Business Development, Mergers & Acquisitions, Change Management, Sales, Trusted Business Partner
Education
Concordia College 1976 — 1979
Bachelor of Arts (B.A.), Major - Business Administration and Management Second Major - Communications / Public Relations
Concordia College 1975 — 1979
Business Administration, Communications, Business
College for Financial Planning
CRPC
Heritage Wealth Advisors - Ameriprise Financial Services Inc.) July 2013 - Present
Ameriprise Financial 2010 - 2012
BankCard Services Worldwide 2009 - 2010
Ameriprise Financial Services, Inc. -- Wings Financial 2006 - 2009
Ameriprise Financial Services, Inc. 2003 - 2006
American Express Financial Advisors 1999 - 2003
Skills
Coaching, Strategy, Leadership, Program Management, Marketing, Relationship Management, Retirement Planning, Financial Services, Investments, Cross-functional Team..., Management, Training, Business Development, Mergers & Acquisitions, Change Management, Sales, Trusted Business Partner
Education
Concordia College 1976 — 1979
Bachelor of Arts (B.A.), Major - Business Administration and Management Second Major - Communications / Public Relations
Concordia College 1975 — 1979
Business Administration, Communications, Business
College for Financial Planning
CRPC
William Phelps William Phelps's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Registered Operations Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2015
Ameriprise Financial October 2009 - November 2010
H&R Block Financial Advisors February 2007 - October 2009
Skills
Series 7, CRPC, Financial Planning, Investments, Trading, Insurance, Mutual Funds, Securities, Financial Advisory, Retirement, Retirement Planning, Retirement Income..., Estate Planning, Wealth Management, Asset, Portfolio Management, Investment Advisory, Asset Management, Annuities, Saving for Education, 401k, Long Term Care, Asset Allocation, Strategic Financial..., Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 63, Series 65, Series 24, FINRA, Long-term Care, Finance, Variable Annuities
Education
College for Financial Planning 2011 — 2012
B
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2015
Ameriprise Financial October 2009 - November 2010
H&R Block Financial Advisors February 2007 - October 2009
Skills
Series 7, CRPC, Financial Planning, Investments, Trading, Insurance, Mutual Funds, Securities, Financial Advisory, Retirement, Retirement Planning, Retirement Income..., Estate Planning, Wealth Management, Asset, Portfolio Management, Investment Advisory, Asset Management, Annuities, Saving for Education, 401k, Long Term Care, Asset Allocation, Strategic Financial..., Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 63, Series 65, Series 24, FINRA, Long-term Care, Finance, Variable Annuities
Education
College for Financial Planning 2011 — 2012
B
Henry DeAngelis Henry DeAngelis's Ameriprise Financial Services, Inc. Experience May 2008 - Present
Job Financial Advisor | Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2008 - Present
Smith Barney 1989 - 2008
Skills
Insurance, Wealth Management, Mutual Funds, Series 7, Financial Planning, Retirement, Asset Allocation, Investment Advisory, Securities, Financial Services
Education
Bachelor of Science Degree - Health and Physical Education, Northern Illinios University 1972-1974
Associate in Arts Degree, College of DuPage, 1970-1972
Diploma, Addison Trail High School, 1967-1970
Ameriprise Financial Services, Inc. May 2008 - Present
Smith Barney 1989 - 2008
Skills
Insurance, Wealth Management, Mutual Funds, Series 7, Financial Planning, Retirement, Asset Allocation, Investment Advisory, Securities, Financial Services
Education
Bachelor of Science Degree - Health and Physical Education, Northern Illinios University 1972-1974
Associate in Arts Degree, College of DuPage, 1970-1972
Diploma, Addison Trail High School, 1967-1970
Xia Xiong's Ameriprise Financial Services, Inc. Experience June 2009 - August 2009
Job Graduate from the University of Minnesota
Industry Marketing and Advertising
Experience
Messerli & Kramer P.A. July 2014 - Present
Messerli & Kramer August 2013 - Present
YMCA January 2013 - Present
School of Dentistry, Office of Admissions and Diversity September 2010 - May 2013
University of Minnesota School of Dentistry May 2012 - August 2012
Wells Fargo July 2011 - April 2012
Charlotte Russe June 2010 - September 2010
Fast Forward Youth Program August 2009 - May 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Snap! Pizza and Ice Cream May 2006 - August 2009
Skills
Workshop Facilitation, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, English, Web Site Production, Business Planning, Directing, Teamwork, Leadership, Photoshop, Microsoft Office, Facebook, Customer Service, Sales
Education
University of Minnesota-Twin Cities 2010 — 2013
Communications Studies, Senior
College of St. Benedict 2009 — 2010
Communications
Edison High School 2005 — 2009
S, History; Composition, Biology, Government, Literature
Messerli & Kramer P.A. July 2014 - Present
Messerli & Kramer August 2013 - Present
YMCA January 2013 - Present
School of Dentistry, Office of Admissions and Diversity September 2010 - May 2013
University of Minnesota School of Dentistry May 2012 - August 2012
Wells Fargo July 2011 - April 2012
Charlotte Russe June 2010 - September 2010
Fast Forward Youth Program August 2009 - May 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Snap! Pizza and Ice Cream May 2006 - August 2009
Skills
Workshop Facilitation, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, English, Web Site Production, Business Planning, Directing, Teamwork, Leadership, Photoshop, Microsoft Office, Facebook, Customer Service, Sales
Education
University of Minnesota-Twin Cities 2010 — 2013
Communications Studies, Senior
College of St. Benedict 2009 — 2010
Communications
Edison High School 2005 — 2009
S, History; Composition, Biology, Government, Literature
Stephen Coopersmith Stephen Coopersmith's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Education
College for Financial Planning 2011 — 2012
CFP Educational Program
St. Joseph's College (ME) 2007 — 2011
Bachelor's Degree, Finance and Accounting
Ameriprise Financial Services, Inc. February 2013 - Present
Education
College for Financial Planning 2011 — 2012
CFP Educational Program
St. Joseph's College (ME) 2007 — 2011
Bachelor's Degree, Finance and Accounting
Gregory Keys's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Model at Tout Models and Talent
Industry
Experience
Tout Talent Agency February 2013 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Jimmy John's January 2012 - February 2013
Wegmans Food Markets February 2010 - December 2012
Skills
Public Speaking, Time Management, Piano, Singing, Modeling, Financial Services, Financial Experiance at..., Tout Models and Talent
Education
College of Charleston 2012 — 2016
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations
Webster Schroeder High School 2008 — 2012
GED
Tout Talent Agency February 2013 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Jimmy John's January 2012 - February 2013
Wegmans Food Markets February 2010 - December 2012
Skills
Public Speaking, Time Management, Piano, Singing, Modeling, Financial Services, Financial Experiance at..., Tout Models and Talent
Education
College of Charleston 2012 — 2016
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations
Webster Schroeder High School 2008 — 2012
GED
Stephen Duval Stephen Duval's Ameriprise Financial Services, Inc. Experience October 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1992 - Present
Education
College for Financial Planning 1996 — 1997
CFP Professional Education program, Financial Planning
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
Ameriprise Financial Services, Inc. October 1992 - Present
Education
College for Financial Planning 1996 — 1997
CFP Professional Education program, Financial Planning
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
Gregory Ward, CRPC®'s Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Ameriprise Financial Services, Inc. September 2000 - Present
Greg Ward Plumbing May 1998 - August 2000
U.S. Navy 1977 - 1998
Education
Columbia College 1989 — 1991
A.A., Business
Pittsburg High 1973 — 1977
Ameriprise Financial Services, Inc. 2009 - Present
Ameriprise Financial Services, Inc. September 2000 - Present
Greg Ward Plumbing May 1998 - August 2000
U.S. Navy 1977 - 1998
Education
Columbia College 1989 — 1991
A.A., Business
Pittsburg High 1973 — 1977
Leah Pustovar's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Sr Compensation Analyst at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Skills
Onboarding, College Recruiting
Education
College of St. Benedict 2002 — 2006
Management
Ameriprise Financial Services, Inc. January 2011 - Present
Skills
Onboarding, College Recruiting
Education
College of St. Benedict 2002 — 2006
Management
Jessica Keenan Jessica Keenan's Ameriprise Financial Services, Inc. Experience December 2013 - May 2014
Job Teller 1/Vault Teller at US Bank
Industry Banking
Experience
U.S. Bank July 2014 - Present
Ameriprise Financial Services, Inc. December 2013 - May 2014
Starbucks October 2013 - May 2014
Ameriprise Financial Services, Inc. January 2012 - September 2012
Skills
Econometrics, Statistics, Microsoft Excel, Microsoft Applications, Economics, Data Analysis, Customer Service
Education
Colorado State University-Global Campus 2015 — 2017
Master’s Degree, Finance
San Diego State University-California State University 2009 — 2013
Bachelor of Arts (BA), Economics, Quantitative Analysis
U.S. Bank July 2014 - Present
Ameriprise Financial Services, Inc. December 2013 - May 2014
Starbucks October 2013 - May 2014
Ameriprise Financial Services, Inc. January 2012 - September 2012
Skills
Econometrics, Statistics, Microsoft Excel, Microsoft Applications, Economics, Data Analysis, Customer Service
Education
Colorado State University-Global Campus 2015 — 2017
Master’s Degree, Finance
San Diego State University-California State University 2009 — 2013
Bachelor of Arts (BA), Economics, Quantitative Analysis
Dana Carey Dana Carey's Ameriprise Financial Services, Inc. Experience September 2011 - April 2013
Job Human Resources
Industry Human Resources
Experience
Selective Insurance September 2014 - Present
Selective Insurance July 2014 - September 2014
The College of Saint Elizabeth January 2014 - May 2014
Sussex County Community College December 2013 - March 2014
Selective Insurance May 2013 - September 2013
College of Saint Elizabeth September 2012 - May 2013
Dairy Queen April 2007 - May 2013
Ameriprise Financial Services, Inc. September 2011 - April 2013
Skills
SharePoint, Lawson HRIS, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, ADP HRB, Human Resources
Education
College of Saint Elizabeth 2012 — 2014
Master's degree, Business Administration; Human Resources Management, 3.9
William Paterson University of New Jersey 2008 — 2011
Bachelor's degree, Psychology, 3.5
Selective Insurance September 2014 - Present
Selective Insurance July 2014 - September 2014
The College of Saint Elizabeth January 2014 - May 2014
Sussex County Community College December 2013 - March 2014
Selective Insurance May 2013 - September 2013
College of Saint Elizabeth September 2012 - May 2013
Dairy Queen April 2007 - May 2013
Ameriprise Financial Services, Inc. September 2011 - April 2013
Skills
SharePoint, Lawson HRIS, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, ADP HRB, Human Resources
Education
College of Saint Elizabeth 2012 — 2014
Master's degree, Business Administration; Human Resources Management, 3.9
William Paterson University of New Jersey 2008 — 2011
Bachelor's degree, Psychology, 3.5
Timothy Fee Timothy Fee's Ameriprise Financial Services, Inc. Experience January 2001 - March 2002
Job Regional Vice President, Retirement Consultant at Allianz Life Financial Services LLC Member FINRA
Industry Financial Services
Experience
Allianz Life Financial Services LLC Member FINRA October 2009 - Present
Allianz Life July 2007 - October 2009
Allianz Life May 2005 - July 2007
Morgan Stanley April 2002 - April 2005
Ameriprise Financial Services, Inc. January 2001 - March 2002
Ameriprise Financial Services, Inc. July 1999 - January 2001
Skills
Retirement, Fixed Annuities, Series 63, Financial Advisory, Retirement Planning, Series 7, Mutual Funds, FINRA, Insurance, 401k, Financial Services, Asset Allocation, Variable Annuities, Annuities, Relationship Management, Investments, Life Insurance, Series 6, Uniform Combined State..., Series 65, Series 24, Life, Wealth Accumulation, Portfolio Management, Investment Strategies, Securities, IRAs, Wealth Management
Education
College for Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
The University of North Dakota 1995 — 1999
Bachelors of Administration, Financial Management
Allianz Life Financial Services LLC Member FINRA October 2009 - Present
Allianz Life July 2007 - October 2009
Allianz Life May 2005 - July 2007
Morgan Stanley April 2002 - April 2005
Ameriprise Financial Services, Inc. January 2001 - March 2002
Ameriprise Financial Services, Inc. July 1999 - January 2001
Skills
Retirement, Fixed Annuities, Series 63, Financial Advisory, Retirement Planning, Series 7, Mutual Funds, FINRA, Insurance, 401k, Financial Services, Asset Allocation, Variable Annuities, Annuities, Relationship Management, Investments, Life Insurance, Series 6, Uniform Combined State..., Series 65, Series 24, Life, Wealth Accumulation, Portfolio Management, Investment Strategies, Securities, IRAs, Wealth Management
Education
College for Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
The University of North Dakota 1995 — 1999
Bachelors of Administration, Financial Management
Jennifer Goff Jennifer Goff's Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2007 - Present
Ameriprise Financial Services, Inc. January 2005 - August 2007
Royce & Associates September 2000 - December 2002
Education
Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Dartmouth College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Ameriprise Financial Services, Inc. September 2007 - Present
Ameriprise Financial Services, Inc. January 2005 - August 2007
Royce & Associates September 2000 - December 2002
Education
Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Dartmouth College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Sarah Brouillard Sarah Brouillard's Ameriprise Financial Services, Inc. Experience August 2012 - June 2015
Job Associate Director of Corporate Communications at UpsherSmith Laboratories, Inc.
Industry Writing and Editing
Experience
Upsher-Smith Laboratories, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - June 2015
Ameriprise Financial Services, Inc. February 2012 - August 2012
Medtronic August 2009 - August 2011
Upsize Minnesota, The Minneapolis/St. Paul Business Journal, Finance and Commerce, Creatis Inc. April 2004 - August 2009
The Sage Group May 2007 - February 2008
Minneapolis/St. Paul Business Journal 2000 - 2004
Skills
Web Content, Press Releases, Copy Editing, Media Relations, Publications, Journalism, Management, Marketing Communications, Proofreading, Strategic Communications, Newsletters, Copywriting, Brochures, Newspapers, Sales, Editing, Magazines, Marketing Copy, Feature Articles, Leadership, Content Strategy, Adobe Creative Suite, Marketing, Corporate Communications, Social Media, Advertising, Public Relations, Marketing Strategy, Blogging
Education
College of St. Benedict 1996 — 2000
Bachelor of Arts, Political Science
Sacred Heart School
Totino-Grace High School
Upsher-Smith Laboratories, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - June 2015
Ameriprise Financial Services, Inc. February 2012 - August 2012
Medtronic August 2009 - August 2011
Upsize Minnesota, The Minneapolis/St. Paul Business Journal, Finance and Commerce, Creatis Inc. April 2004 - August 2009
The Sage Group May 2007 - February 2008
Minneapolis/St. Paul Business Journal 2000 - 2004
Skills
Web Content, Press Releases, Copy Editing, Media Relations, Publications, Journalism, Management, Marketing Communications, Proofreading, Strategic Communications, Newsletters, Copywriting, Brochures, Newspapers, Sales, Editing, Magazines, Marketing Copy, Feature Articles, Leadership, Content Strategy, Adobe Creative Suite, Marketing, Corporate Communications, Social Media, Advertising, Public Relations, Marketing Strategy, Blogging
Education
College of St. Benedict 1996 — 2000
Bachelor of Arts, Political Science
Sacred Heart School
Totino-Grace High School
Jeffrey Bruce Jeffrey Bruce's Ameriprise Financial Services, Inc. Experience November 2004 - June 2009
Job Financial advisor offering professional financial planning for retirement, college planning & personal wealth management
Industry Financial Services
Experience
Exemplar Financial Network June 2009 - Present
Financial Planning Association November 2007 - Present
Ameriprise Financial Services, Inc. November 2004 - June 2009
Ambius 1999 - 2004
United States Marine Corps 1991 - 1996
United States Marine Corps 1991 - 1996
Education
Columbia Southern University 2013 — 2016
Master of Business Administration (M.B.A.), M.B.A. in Finance
Phoenix College 2000 — 2003
Bachelors, Business, Management, Marketing, and Related Support Services
Bremen HS 1988 — 1992
Diplomia, General
Exemplar Financial Network June 2009 - Present
Financial Planning Association November 2007 - Present
Ameriprise Financial Services, Inc. November 2004 - June 2009
Ambius 1999 - 2004
United States Marine Corps 1991 - 1996
United States Marine Corps 1991 - 1996
Education
Columbia Southern University 2013 — 2016
Master of Business Administration (M.B.A.), M.B.A. in Finance
Phoenix College 2000 — 2003
Bachelors, Business, Management, Marketing, and Related Support Services
Bremen HS 1988 — 1992
Diplomia, General
Tim Maestas, CRPC® Tim Maestas, CRPC®'s Ameriprise Financial Services, Inc. Experience 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1996 - Present
Education
Colorado State University 1983 — 1987
Ameriprise Financial Services, Inc. 1996 - Present
Education
Colorado State University 1983 — 1987
Rachael Hyde Rachael Hyde's Ameriprise Financial Services, Inc. Experience January 2006 - September 2006
Job Project Manager at Scottrade
Industry Financial Services
Experience
Scottrade June 2013 - Present
Scottrade February 2011 - June 2013
Scottrade March 2010 - February 2011
Computer Research, Inc. June 2009 - March 2010
Computer Research, Inc. February 2008 - June 2009
Ameriprise Financial Services, Inc. January 2006 - September 2006
IBM Global Services June 2005 - January 2006
Education
Colorado State University 2002 — 2006
BS in Business Administration, Finance
Scottrade June 2013 - Present
Scottrade February 2011 - June 2013
Scottrade March 2010 - February 2011
Computer Research, Inc. June 2009 - March 2010
Computer Research, Inc. February 2008 - June 2009
Ameriprise Financial Services, Inc. January 2006 - September 2006
IBM Global Services June 2005 - January 2006
Education
Colorado State University 2002 — 2006
BS in Business Administration, Finance
Steven Brahy, CFP® Steven Brahy, CFP®'s Ameriprise Financial Services, Inc. Experience June 2009 - May 2010
Job Wealth Management Advisor
Industry Financial Services
Experience
Chase Investment Services Corp. September 2010 - October 2011
Ameriprise Financial Services, Inc. June 2009 - May 2010
Morgan Stanley Smith Barney March 1989 - June 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Insurance, 401k, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Fixed Annuities, Equities, Financial Services, Finance
Education
University of California, Los Angeles 1980 — 1985
Bachelor of Arts, Economics- Business
College for Financial Planning 1993 — 1996
CFP®, Financial Planning
Chase Investment Services Corp. September 2010 - October 2011
Ameriprise Financial Services, Inc. June 2009 - May 2010
Morgan Stanley Smith Barney March 1989 - June 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Insurance, 401k, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Fixed Annuities, Equities, Financial Services, Finance
Education
University of California, Los Angeles 1980 — 1985
Bachelor of Arts, Economics- Business
College for Financial Planning 1993 — 1996
CFP®, Financial Planning
Ludo Thomasson, CFP® Ludo Thomasson, CFP®'s Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Financial Advisor helping high net worth families and successful entrepreneurs with their complex financial lives
Industry Investment Management
Experience
Ensemble Capital Management June 2014 - Present
Wetherby Asset Management November 2007 - June 2014
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Wealth Management..., High Net Worth..., Ultra High Net Worth..., Personal Financial..., Strategic Financial..., Investment Management, Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Retirement, Estate Planning, Investments, Investment Strategies, Financial Advisory, Retirement Planning, Equities, Bonds, Fixed Income, Investment Advisory, Finance, Strategic Planning, Alternative Investments, Asset Managment, Wealth, Relationship-building..., CRM Integration, Mutual Funds, Hedge Funds, Financial Services
Education
KEDGE Business School 1998 — 2001
Master’s Degree, Business& Finances
Colorado Mesa University 2000 — 2000
Semester study abroad for my Master degree, Business/Managerial Economics
Université Joseph Fourier (Grenoble I) 1996 — 1998
Bachelor of Sciences, Civil Engineer
Lycee Jean Monnet 1994 — 1996
High School, Mathematics, Sciences & Engineering
Ensemble Capital Management June 2014 - Present
Wetherby Asset Management November 2007 - June 2014
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Wealth Management..., High Net Worth..., Ultra High Net Worth..., Personal Financial..., Strategic Financial..., Investment Management, Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Retirement, Estate Planning, Investments, Investment Strategies, Financial Advisory, Retirement Planning, Equities, Bonds, Fixed Income, Investment Advisory, Finance, Strategic Planning, Alternative Investments, Asset Managment, Wealth, Relationship-building..., CRM Integration, Mutual Funds, Hedge Funds, Financial Services
Education
KEDGE Business School 1998 — 2001
Master’s Degree, Business& Finances
Colorado Mesa University 2000 — 2000
Semester study abroad for my Master degree, Business/Managerial Economics
Université Joseph Fourier (Grenoble I) 1996 — 1998
Bachelor of Sciences, Civil Engineer
Lycee Jean Monnet 1994 — 1996
High School, Mathematics, Sciences & Engineering
Juliana Kellum's Ameriprise Financial Services, Inc. Experience March 2010 - Present
Job Marketing Manager with the practice of Bruce Gillen, CFP® at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2010 - Present
Maury County Chamber and Economic Alliance July 2011 - January 2013
Nashville Area Chamber of Commerce January 2009 - May 2009
AARP September 2008 - December 2008
United Way of Rutherford & Cannon Counties June 2008 - August 2008
Skills
Event Planning, Writing, Public Speaking, Public Relations, Retirement Planning, Media Relations, Social Media Marketing, Email Marketing, Microsoft Suites, Nonprofits, Community Outreach, Estate Planning, Small Business, Social Media, Strategic Communications, Fundraising, Insurance, Newsletters, Facebook, Press Releases
Education
Middle Tennessee State University 2007 — 2009
Bachelor of Science, Mass Communications with a concentration in Public Relations
Columbia State Community College 2005 — 2007
Associate of Science
Ameriprise Financial Services, Inc. March 2010 - Present
Maury County Chamber and Economic Alliance July 2011 - January 2013
Nashville Area Chamber of Commerce January 2009 - May 2009
AARP September 2008 - December 2008
United Way of Rutherford & Cannon Counties June 2008 - August 2008
Skills
Event Planning, Writing, Public Speaking, Public Relations, Retirement Planning, Media Relations, Social Media Marketing, Email Marketing, Microsoft Suites, Nonprofits, Community Outreach, Estate Planning, Small Business, Social Media, Strategic Communications, Fundraising, Insurance, Newsletters, Facebook, Press Releases
Education
Middle Tennessee State University 2007 — 2009
Bachelor of Science, Mass Communications with a concentration in Public Relations
Columbia State Community College 2005 — 2007
Associate of Science
Angela Hickle, MBA, PMP Angela Hickle, MBA, PMP's Ameriprise Financial Services, Inc. Experience October 2010 - January 2012
Job Process + Innovation + Execution
Industry Program Development
Experience
GM Financial April 2015 - Present
RadioShack April 2014 - April 2015
OgilvyAction February 2012 - April 2014
Ameriprise Financial Services, Inc. October 2010 - January 2012
Capella University June 2008 - October 2010
Whitlock Capital Group December 2005 - January 2008
Advalor Mortgage Services August 2004 - November 2005
Maccabee Group June 2003 - August 2004
Target June 2001 - June 2003
Padilla Speer Beardsley January 2000 - January 2001
Skills
Strategy, Program Management, Leadership, Process Improvement, Public Relations..., Business Operations..., Process Improvement (5+..., Quality Assurance..., Management Consulting..., Analytics, Business Analysis, Business Process..., CRM, Event Planning, Management, Management Consulting, Marketing, Organizational..., Project Management, Project Planning, Public Relations, Public Speaking, SDLC, Six Sigma, Strategic Planning, Team Building, Training
Education
Saint Mary's University of Minnesota 2006 — 2010
Master, Business Administration
Saint Mary's University of Minnesota 2006 — 2010
Master of Arts, International Business
College of Saint Benedict 1996 — 2000
Bachelors of Arts, Communications
GM Financial April 2015 - Present
RadioShack April 2014 - April 2015
OgilvyAction February 2012 - April 2014
Ameriprise Financial Services, Inc. October 2010 - January 2012
Capella University June 2008 - October 2010
Whitlock Capital Group December 2005 - January 2008
Advalor Mortgage Services August 2004 - November 2005
Maccabee Group June 2003 - August 2004
Target June 2001 - June 2003
Padilla Speer Beardsley January 2000 - January 2001
Skills
Strategy, Program Management, Leadership, Process Improvement, Public Relations..., Business Operations..., Process Improvement (5+..., Quality Assurance..., Management Consulting..., Analytics, Business Analysis, Business Process..., CRM, Event Planning, Management, Management Consulting, Marketing, Organizational..., Project Management, Project Planning, Public Relations, Public Speaking, SDLC, Six Sigma, Strategic Planning, Team Building, Training
Education
Saint Mary's University of Minnesota 2006 — 2010
Master, Business Administration
Saint Mary's University of Minnesota 2006 — 2010
Master of Arts, International Business
College of Saint Benedict 1996 — 2000
Bachelors of Arts, Communications
Eric Malmstrom Eric Malmstrom's Ameriprise Financial Services, Inc. Experience October 2009 - August 2010
Job Senior Freelance/Contract Copywriter & Creative Director
Industry Marketing and Advertising
Experience
Eric Malmstrom Copywriting & Creative Direction June 2005 - Present
Target May 2014 - May 2015
U.S. Bank May 2012 - February 2014
Best Buy February 2011 - March 2012
(Self Employed) September 2009 - June 2011
Ameriprise Financial Services, Inc. October 2009 - August 2010
Target September 2005 - October 2009
Factory Design Labs 2002 - 2005
Black Diamond Concepts February 2000 - November 2002
Skills
Copywriting, Graphic Design, Advertising, Television, Creative Strategy, Interactive Marketing, Radio, Marketing Strategy, Retail, Social Media, SEO, Editing, Online Marketing, Promotions, Integrated Marketing, Email Marketing, Web Content, Content Management, Video, Social Media Marketing, Direct Mail, Writing, Marketing Communications, Public Speaking, Public Relations, Content Development, User Experience, Photoshop, Illustrator, Creative Direction, Brand Development, Copy Editing, E-commerce, Mobile, Content Strategy, New Media, Adobe Creative Suite, Online Advertising, Digital Marketing, Direct Marketing, Facebook, Digital Strategy
Education
University of Wisconsin-Madison 1997 — 1999
Master of Arts, Journalism and Mass Communication (Concentration in Advertising)
Colorado State University 1987 — 1991
Bachelor of Arts, Speech Communication
Minnetonka High School 1984 — 1987
Eric Malmstrom Copywriting & Creative Direction June 2005 - Present
Target May 2014 - May 2015
U.S. Bank May 2012 - February 2014
Best Buy February 2011 - March 2012
(Self Employed) September 2009 - June 2011
Ameriprise Financial Services, Inc. October 2009 - August 2010
Target September 2005 - October 2009
Factory Design Labs 2002 - 2005
Black Diamond Concepts February 2000 - November 2002
Skills
Copywriting, Graphic Design, Advertising, Television, Creative Strategy, Interactive Marketing, Radio, Marketing Strategy, Retail, Social Media, SEO, Editing, Online Marketing, Promotions, Integrated Marketing, Email Marketing, Web Content, Content Management, Video, Social Media Marketing, Direct Mail, Writing, Marketing Communications, Public Speaking, Public Relations, Content Development, User Experience, Photoshop, Illustrator, Creative Direction, Brand Development, Copy Editing, E-commerce, Mobile, Content Strategy, New Media, Adobe Creative Suite, Online Advertising, Digital Marketing, Direct Marketing, Facebook, Digital Strategy
Education
University of Wisconsin-Madison 1997 — 1999
Master of Arts, Journalism and Mass Communication (Concentration in Advertising)
Colorado State University 1987 — 1991
Bachelor of Arts, Speech Communication
Minnetonka High School 1984 — 1987
Andreas Stojanow Andreas Stojanow's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Investment Management Professional
Industry Investment Management
Experience
Allianz Global Investors 2015 - 2015
ESMT European School of Management and Technology January 2014 - December 2014
Bloomberg LP 2011 - 2013
Bloomberg LP 2009 - 2011
Bloomberg LP 2006 - 2009
JPMorgan Chase 2005 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
College of Mount Saint Vincent August 2000 - May 2004
First Hudson Financial Corporation 2004 - 2004
Skills
Financial Analysis, Financial Modeling, Fixed Income, Emerging Markets, Economics, Banking, Portfolio Management, Equities, Electronic Trading, Hedge Funds, Bloomberg, Capital Markets, Business Analysis, Spanish, Bloomberg Terminal, Business Strategy, Strategy, Management
Education
ESMT European School of Management and Technology 2014 — 2014
Master of Business Administration (M.B.A.), Focus in Corporate Finance
College of Mount Saint Vincent 2000 — 2004
Bachelor of Arts (B.A.), Economics/Finance, Magna Cum Laude
Universitat Pompeu Fabra 2003 — 2003
Bachelor of Arts (B.A.), Economics/Finance
Erich-Fried Gymnasium
Abitur, English Language and Mathematics
Allianz Global Investors 2015 - 2015
ESMT European School of Management and Technology January 2014 - December 2014
Bloomberg LP 2011 - 2013
Bloomberg LP 2009 - 2011
Bloomberg LP 2006 - 2009
JPMorgan Chase 2005 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
College of Mount Saint Vincent August 2000 - May 2004
First Hudson Financial Corporation 2004 - 2004
Skills
Financial Analysis, Financial Modeling, Fixed Income, Emerging Markets, Economics, Banking, Portfolio Management, Equities, Electronic Trading, Hedge Funds, Bloomberg, Capital Markets, Business Analysis, Spanish, Bloomberg Terminal, Business Strategy, Strategy, Management
Education
ESMT European School of Management and Technology 2014 — 2014
Master of Business Administration (M.B.A.), Focus in Corporate Finance
College of Mount Saint Vincent 2000 — 2004
Bachelor of Arts (B.A.), Economics/Finance, Magna Cum Laude
Universitat Pompeu Fabra 2003 — 2003
Bachelor of Arts (B.A.), Economics/Finance
Erich-Fried Gymnasium
Abitur, English Language and Mathematics
Robert R. Villemaire Jr.'s Ameriprise Financial Services, Inc. Experience January 2015 - April 2015
Job Economists
Industry Gambling & Casinos
Experience
University of Nevada Las Vegas May 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - April 2015
Golden Nugget Las Vegas May 2014 - February 2015
Northwestern Mutual May 2014 - August 2014
Lowe's Companies, Inc. February 2008 - August 2013
Market Leader Inc. January 2006 - August 2007
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Training, Leadership, Management, Customer Service, Sales, Marketing, Social Media, Marketing Strategy, Social Networking, Account Management
Education
University of Nevada Las Vegas Lee Business School 2015 — 2016
Bachelor’s Degree, Major Economics // Minor Dance
College of Southern Nevada 2008 — 2015
Associate of Arts (AA), Applied Financial Economics, Honors
Lake Washington High School 1996 — 2000
Honors - Industrial Arts, Industrial Art
University of Nevada Las Vegas May 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - April 2015
Golden Nugget Las Vegas May 2014 - February 2015
Northwestern Mutual May 2014 - August 2014
Lowe's Companies, Inc. February 2008 - August 2013
Market Leader Inc. January 2006 - August 2007
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Training, Leadership, Management, Customer Service, Sales, Marketing, Social Media, Marketing Strategy, Social Networking, Account Management
Education
University of Nevada Las Vegas Lee Business School 2015 — 2016
Bachelor’s Degree, Major Economics // Minor Dance
College of Southern Nevada 2008 — 2015
Associate of Arts (AA), Applied Financial Economics, Honors
Lake Washington High School 1996 — 2000
Honors - Industrial Arts, Industrial Art
Matthew Briner Matthew Briner's Ameriprise Financial Services, Inc. Experience June 2013 - May 2015
Job Billing Analyst ll at Leidos
Industry Information Technology and Services
Experience
Leidos May 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - May 2015
Colorado Christian University August 2011 - May 2013
Skills
Financial Analysis, Financial Planning, Cash Management, Invoice Processing, Pipeline Management, Training & Development, Portfolio Management, Accounts Receivable, Budget Management
Education
Colorado Christian University 2011 — 2013
Business Adminstration, Financial Services and Biblical Studies
Pima Community College 2008 — 2011
Associate's degree, Business Administration and Management, General
Leidos May 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - May 2015
Colorado Christian University August 2011 - May 2013
Skills
Financial Analysis, Financial Planning, Cash Management, Invoice Processing, Pipeline Management, Training & Development, Portfolio Management, Accounts Receivable, Budget Management
Education
Colorado Christian University 2011 — 2013
Business Adminstration, Financial Services and Biblical Studies
Pima Community College 2008 — 2011
Associate's degree, Business Administration and Management, General
Derek Killebrew Derek Killebrew's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Corporate Finance
Industry Financial Services
Experience
Financial Institution 2014 - Present
First Allied Securities 2013 - 2014
Ameriprise Financial Services, Inc. 2012 - 2013
Residential Real Estate Company 2009 - 2012
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement, Fixed Annuities, Investment Advisory, Securities, Investments, Strategic Financial..., Asset Allocation, IRAs, 401k, Estate Planning, Financial Advisory, Investment Strategies, Alternative Investments, Portfolio Management, FINRA, Financial Planning
Education
Colorado State University
Master's degree, Finance, General
Louisiana State University 2005 — 2009
Bachelor's degree, Multi/Interdisciplinary Studies
Financial Institution 2014 - Present
First Allied Securities 2013 - 2014
Ameriprise Financial Services, Inc. 2012 - 2013
Residential Real Estate Company 2009 - 2012
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement, Fixed Annuities, Investment Advisory, Securities, Investments, Strategic Financial..., Asset Allocation, IRAs, 401k, Estate Planning, Financial Advisory, Investment Strategies, Alternative Investments, Portfolio Management, FINRA, Financial Planning
Education
Colorado State University
Master's degree, Finance, General
Louisiana State University 2005 — 2009
Bachelor's degree, Multi/Interdisciplinary Studies
Paul J. Meaney, CFP® Paul J. Meaney, CFP®'s Ameriprise Financial Services, Inc. Experience July 1986 - October 2007
Job Private Wealth Advisor Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners, Inc. October 2007 - Present
Ameriprise Financial Services, Inc. July 1986 - October 2007
Skills
Retirement Planning, Estate Planning, Investment Advisory, Financial Planning, Portfolio Analysis, 401k, Wealth Accumulation, Investments, Retirement, Insurance, Asset Allocation, Legacy Planning, Beneficiary Planning, Wealth Management, Securities, College Funding..., Alternative Investments...
Education
College of Financial Planning 1992 — 1994
CERTIFIED FINANCIAL PLANNER
College of the Holy Cross 1980 — 1984
Business
Boston College High School 1976 — 1980
Integrated Financial Partners, Inc. October 2007 - Present
Ameriprise Financial Services, Inc. July 1986 - October 2007
Skills
Retirement Planning, Estate Planning, Investment Advisory, Financial Planning, Portfolio Analysis, 401k, Wealth Accumulation, Investments, Retirement, Insurance, Asset Allocation, Legacy Planning, Beneficiary Planning, Wealth Management, Securities, College Funding..., Alternative Investments...
Education
College of Financial Planning 1992 — 1994
CERTIFIED FINANCIAL PLANNER
College of the Holy Cross 1980 — 1984
Business
Boston College High School 1976 — 1980
Francis J. Schoen, CFP® Francis J. Schoen, CFP®'s Ameriprise Financial Services, Inc. Experience April 2006 - March 2007
Job Financial Planner at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Private Bank January 2015 - Present
BMO Private Bank August 2013 - January 2015
Colorado State University May 2012 - May 2013
J.P. Morgan Private Banking December 2007 - May 2012
PNC March 2007 - December 2007
Ameriprise Financial Services, Inc. April 2006 - March 2007
New Castle County January 2000 - January 2006
Skills
Management, Marketing, Team Building, Team Leadership, Investments, Equities, Asset Allocation, Wealth Management, Series 7, Private Banking, Fixed Income, Portfolio Management, Series 66, Series 24, Thompson One, Bloomberg, Banking, Financial Analysis
Education
Colorado State University 2010 — 2013
MBA, Business Administration, 3.7 GPA
Wilmington University 2002 — 2005
B.S., Criminal Justice, 3.5 GPA
St. James Catholic High School
Chester, PA
BMO Private Bank January 2015 - Present
BMO Private Bank August 2013 - January 2015
Colorado State University May 2012 - May 2013
J.P. Morgan Private Banking December 2007 - May 2012
PNC March 2007 - December 2007
Ameriprise Financial Services, Inc. April 2006 - March 2007
New Castle County January 2000 - January 2006
Skills
Management, Marketing, Team Building, Team Leadership, Investments, Equities, Asset Allocation, Wealth Management, Series 7, Private Banking, Fixed Income, Portfolio Management, Series 66, Series 24, Thompson One, Bloomberg, Banking, Financial Analysis
Education
Colorado State University 2010 — 2013
MBA, Business Administration, 3.7 GPA
Wilmington University 2002 — 2005
B.S., Criminal Justice, 3.5 GPA
St. James Catholic High School
Chester, PA
Reginald Hren's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Citi May 2009 - January 2014
Cash Factory USA 2014 - 2014
Citi January 2009 - May 2009
Citi August 2005 - January 2009
Citi June 2001 - August 2005
Skills
Lectora, Adobe Presenter, Microsoft Office, Needs Analysis, Learning Management..., Instructor-led Training, Blended Learning, Adobe Acrobat, Instructional Design, Learning Management, Technical Writing, Performance Consulting, E-Learning, Training, Workshop Facilitation, Leadership, Coaching, Curriculum Design, ADDIE, Management, Project Management, Call Centers, Team Building, Customer Service, Change Management, Process Improvement, Program Management
Education
Western Governors University 2011 — 2013
Bachelor of Science Business Management, Business Administration and Management, General
College of Southern Nevada 2000 — 2001
Associate of Arts (A.A.), Information Technology, Business
College of Southern Nevada 1999 — 2001
Associate of Science (A.S.), Business/Managerial Economics
Pike High School 1985 — 1989
High School diploma, Mathematics and Computer Science
Ameriprise Financial Services, Inc. September 2014 - Present
Citi May 2009 - January 2014
Cash Factory USA 2014 - 2014
Citi January 2009 - May 2009
Citi August 2005 - January 2009
Citi June 2001 - August 2005
Skills
Lectora, Adobe Presenter, Microsoft Office, Needs Analysis, Learning Management..., Instructor-led Training, Blended Learning, Adobe Acrobat, Instructional Design, Learning Management, Technical Writing, Performance Consulting, E-Learning, Training, Workshop Facilitation, Leadership, Coaching, Curriculum Design, ADDIE, Management, Project Management, Call Centers, Team Building, Customer Service, Change Management, Process Improvement, Program Management
Education
Western Governors University 2011 — 2013
Bachelor of Science Business Management, Business Administration and Management, General
College of Southern Nevada 2000 — 2001
Associate of Arts (A.A.), Information Technology, Business
College of Southern Nevada 1999 — 2001
Associate of Science (A.S.), Business/Managerial Economics
Pike High School 1985 — 1989
High School diploma, Mathematics and Computer Science
Tamara Eastridge, CRPC ® AIF ® Tamara Eastridge, CRPC ® AIF ®'s Ameriprise Financial Services, Inc. Experience August 2006 - April 2009
Job Financial Analyst/Investment Consultant
Industry Financial Services
Experience
Citi April 2009 - Present
RoundPoint Financial Group 2012 - 2014
RoundPoint Financial Group 2012 - 2014
NewDay Financial 2010 - 2012
Ameriprise Financial Services, Inc. August 2006 - April 2009
Tower Mortgage April 2000 - August 2006
Tower Mortgage and Finance April 2000 - August 2006
Skills
Investments, Asset Managment, Loans, First Time Home Buyers, Customer Service, Derivatives, Analytics, Employee Benefits, Compliance, Equities, Economics, Foreclosures, Leadership, Lead Generation, Leases, Market Analysis, Financial Modeling, Motivation, Motivated self-starter, Mutual Funds, Nonprofits, Outsourcing, Risk Assessment, Salesforce.com, Direct Sales, Supervisory Skills, Income Tax, Multi Tasking
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Radford University 1994 — 1999
BA, Psychology/ Finance
Thomas Dale 1990 — 1994
Diploma, General Studies
UMUC
BA, Finance
Radford University
Thomas Dale High
University of Maryland University College
Citi April 2009 - Present
RoundPoint Financial Group 2012 - 2014
RoundPoint Financial Group 2012 - 2014
NewDay Financial 2010 - 2012
Ameriprise Financial Services, Inc. August 2006 - April 2009
Tower Mortgage April 2000 - August 2006
Tower Mortgage and Finance April 2000 - August 2006
Skills
Investments, Asset Managment, Loans, First Time Home Buyers, Customer Service, Derivatives, Analytics, Employee Benefits, Compliance, Equities, Economics, Foreclosures, Leadership, Lead Generation, Leases, Market Analysis, Financial Modeling, Motivation, Motivated self-starter, Mutual Funds, Nonprofits, Outsourcing, Risk Assessment, Salesforce.com, Direct Sales, Supervisory Skills, Income Tax, Multi Tasking
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Radford University 1994 — 1999
BA, Psychology/ Finance
Thomas Dale 1990 — 1994
Diploma, General Studies
UMUC
BA, Finance
Radford University
Thomas Dale High
University of Maryland University College
Lyle Pennell's Ameriprise Financial Services, Inc. Experience September 2002 - June 2008
Job Senior Financial Planner, Financial Services Representative at Barnum Financial Group, An Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group / Metlife July 2008 - Present
Ameriprise Financial Services, Inc. September 2002 - June 2008
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Planning, Personal Financial..., Income Protection, Life & Health Insurance..., College Savings Plans
Education
Colorado State University
Bachelor of Arts, Political Science and Government
Avon Old Farms School 1987 — 1991
High School
Barnum Financial Group / Metlife July 2008 - Present
Ameriprise Financial Services, Inc. September 2002 - June 2008
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Planning, Personal Financial..., Income Protection, Life & Health Insurance..., College Savings Plans
Education
Colorado State University
Bachelor of Arts, Political Science and Government
Avon Old Farms School 1987 — 1991
High School
Elizabeth Koehler's Ameriprise Financial Services, Inc. Experience December 2014 - February 2015
Job Student at College of Charleston
Industry
Experience
Ameriprise Financial Services, Inc. December 2014 - February 2015
Signature Homes June 2014 - July 2014
YMCA May 2011 - July 2013
Skills
Social Media, Photoshop, InDesign, Office Administration, Organization, Time Management, Social Networking, Teamwork
Education
College of Charleston 2012 — 2016
Bachelor of Science (BS), International Business, minor in Global Logistics and Transportation, Junior
Hoover High School 2009 — 2012
Advanced Academic Diploma
Ameriprise Financial Services, Inc. December 2014 - February 2015
Signature Homes June 2014 - July 2014
YMCA May 2011 - July 2013
Skills
Social Media, Photoshop, InDesign, Office Administration, Organization, Time Management, Social Networking, Teamwork
Education
College of Charleston 2012 — 2016
Bachelor of Science (BS), International Business, minor in Global Logistics and Transportation, Junior
Hoover High School 2009 — 2012
Advanced Academic Diploma
Denise Holmes-Scott Denise Holmes-Scott's Ameriprise Financial Services, Inc. Experience February 1997 - Present
Job Cust Serv Rep
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1997 - Present
Skills
Call Centers, Customer Satisfaction, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Data Entry, Banking, Troubleshooting, PowerPoint, Process Improvement, Sales, Access, Customer Experience, Credit, Insurance, Team Leadership, Technical Support, Time Management
Education
College of Visual Arts 1972 — 1976
Bachelor of Arts (BA), Commercial and Advertising Art
Ameriprise Financial Services, Inc. February 1997 - Present
Skills
Call Centers, Customer Satisfaction, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Data Entry, Banking, Troubleshooting, PowerPoint, Process Improvement, Sales, Access, Customer Experience, Credit, Insurance, Team Leadership, Technical Support, Time Management
Education
College of Visual Arts 1972 — 1976
Bachelor of Arts (BA), Commercial and Advertising Art
Augustine Ortega Augustine Ortega's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
College of Charleston May 2013 - July 2014
Merrill Lynch 2012 - July 2013
A Ortega Self Employed CFP January 2012 - November 2012
JK Harris & Company April 2010 - January 2012
JK Harris Advisors January 2000 - April 2010
Genesis Securities February 1999 - January 2000
Norfolk Naval Shipyard August 1993 - February 1999
Dept of Defense 1993 - 1999
Charleston Naval Shipyard September 1978 - August 1993
Education
College of Charleston 2004 — 2006
Professional Designation Program, Financial Planning
United States Merchant Marine Academy 1968 — 1972
BS, Engineering
Ameriprise Financial Services, Inc. August 2013 - Present
College of Charleston May 2013 - July 2014
Merrill Lynch 2012 - July 2013
A Ortega Self Employed CFP January 2012 - November 2012
JK Harris & Company April 2010 - January 2012
JK Harris Advisors January 2000 - April 2010
Genesis Securities February 1999 - January 2000
Norfolk Naval Shipyard August 1993 - February 1999
Dept of Defense 1993 - 1999
Charleston Naval Shipyard September 1978 - August 1993
Education
College of Charleston 2004 — 2006
Professional Designation Program, Financial Planning
United States Merchant Marine Academy 1968 — 1972
BS, Engineering
Kimberly Assarian's Ameriprise Financial Services, Inc. Experience September 2005 - October 2007
Job Sr. Compliance, Reporting & DBA at Illinois Housing Development Authority
Industry Food & Beverages
Experience
Illinois Housing Development Authority February 2007 - Present
Ameriprise Financial Services, Inc. September 2005 - October 2007
Boyd Gaming July 1997 - December 2004
Harrah's Entertainment (f.k.a. Empress Casino Hammond) June 1996 - July 1997
Empress Casino Joliet December 1993 - June 1996
Skills
Financial Analysis, Database Administration, Administrative..., Administrative..., Financial Reporting, Desktop Publishing, Microsoft Applications, Access Database, Database Applications, Executive Level..., Executive..., Administrative Work, Policy, Finance, Office Management, Nonprofits, System Administration, Budgets
Education
Columbia College Chicago 1987 — 1991
Bachelor of Arts (B.A.), Photography
Whitney Young Magnet High School 1983 — 1987
Illinois Housing Development Authority February 2007 - Present
Ameriprise Financial Services, Inc. September 2005 - October 2007
Boyd Gaming July 1997 - December 2004
Harrah's Entertainment (f.k.a. Empress Casino Hammond) June 1996 - July 1997
Empress Casino Joliet December 1993 - June 1996
Skills
Financial Analysis, Database Administration, Administrative..., Administrative..., Financial Reporting, Desktop Publishing, Microsoft Applications, Access Database, Database Applications, Executive Level..., Executive..., Administrative Work, Policy, Finance, Office Management, Nonprofits, System Administration, Budgets
Education
Columbia College Chicago 1987 — 1991
Bachelor of Arts (B.A.), Photography
Whitney Young Magnet High School 1983 — 1987
Leslie Donnelly Leslie Donnelly's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Executive Assistant to the President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Walker Art Center January 2006 - July 2013
Crate & Barrel 2007 - 2009
Ballet Arts Minnesota April 1998 - December 2006
Minnesota State Colleges and Universities December 2003 - January 2006
JWalter Thompson 1982 - 1984
Skills
Event Planning, Nonprofits, Volunteer Management, Fundraising, Philanthropy, Grant Writing, Arts Administration, Community Outreach, Museums, Grants, Stewardship, Program Development, International Travel, Board Relations, Heavy Calendaring, Problem Solving, Interpersonal Skills, Organizational Skills, Microsoft Office, Budgets, Management, Social Media, Event Management, Leadership, Time Management, Microsoft Excel, Outlook, Customer Service
Education
College of DuPage 1973 — 1976
Ameriprise Financial Services, Inc. July 2013 - Present
Walker Art Center January 2006 - July 2013
Crate & Barrel 2007 - 2009
Ballet Arts Minnesota April 1998 - December 2006
Minnesota State Colleges and Universities December 2003 - January 2006
JWalter Thompson 1982 - 1984
Skills
Event Planning, Nonprofits, Volunteer Management, Fundraising, Philanthropy, Grant Writing, Arts Administration, Community Outreach, Museums, Grants, Stewardship, Program Development, International Travel, Board Relations, Heavy Calendaring, Problem Solving, Interpersonal Skills, Organizational Skills, Microsoft Office, Budgets, Management, Social Media, Event Management, Leadership, Time Management, Microsoft Excel, Outlook, Customer Service
Education
College of DuPage 1973 — 1976
Elisabeth Bullock Ward's Ameriprise Financial Services, Inc. Experience February 2010 - October 2010
Job Associate Blue Ridge Partners
Industry Management Consulting
Experience
Blue Ridge Partners June 2015 - Present
Yale School of Management August 2013 - May 2015
PepsiCo May 2014 - August 2014
J.P. Morgan September 2011 - June 2013
J.P. Morgan October 2010 - September 2011
Ameriprise Financial Services, Inc. February 2010 - October 2010
Acorn Technology June 2009 - August 2009
Skills
Bloomberg, Trading, Hedge Funds, Investments, Asset Management, Thomson One, Business Development, Market Research, Cold Calling, Fundraising, Event Planning, Web Design, Private Equity, Financial Modeling, Series 7, Asset Allocation, Bloomberg Terminal, Leadership, Securities, Fixed Income, Valuation, Equities, Portfolio Management, Mutual Funds, Series 63
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Colorado College 2006 — 2010
BA, Economics, cum laude
Blue Ridge Partners June 2015 - Present
Yale School of Management August 2013 - May 2015
PepsiCo May 2014 - August 2014
J.P. Morgan September 2011 - June 2013
J.P. Morgan October 2010 - September 2011
Ameriprise Financial Services, Inc. February 2010 - October 2010
Acorn Technology June 2009 - August 2009
Skills
Bloomberg, Trading, Hedge Funds, Investments, Asset Management, Thomson One, Business Development, Market Research, Cold Calling, Fundraising, Event Planning, Web Design, Private Equity, Financial Modeling, Series 7, Asset Allocation, Bloomberg Terminal, Leadership, Securities, Fixed Income, Valuation, Equities, Portfolio Management, Mutual Funds, Series 63
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Colorado College 2006 — 2010
BA, Economics, cum laude
Erica Lobato Erica Lobato's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Administrative Assistant at Ameriprise Financial and Chrysalis Wealth Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
J.E.M.s Scholarship November 2012 - Present
AdvoCare September 2013 - Present
24 Hour Fitness April 2011 - May 2013
Skills
Customer Service, Customer Satisfaction, Social Media, Social Networking, Leadership, Entrepreneurship, Sales, Direct Sales, Event Planning, Events Coordination, Fitness, Supplements
Education
Colorado State University
Ameriprise Financial Services, Inc. November 2013 - Present
J.E.M.s Scholarship November 2012 - Present
AdvoCare September 2013 - Present
24 Hour Fitness April 2011 - May 2013
Skills
Customer Service, Customer Satisfaction, Social Media, Social Networking, Leadership, Entrepreneurship, Sales, Direct Sales, Event Planning, Events Coordination, Fitness, Supplements
Education
Colorado State University
Erika Perrault's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job VP Execution Management, Implementation, and Training at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2009 - January 2014
Ameriprise Financial June 2006 - January 2009
Ameriprise Financial Services, Inc. January 2004 - January 2009
Hallmark Business Connections 1998 - 2003
Skills
Business Development, Financial Services, Series 7, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Finance, Mutual Funds, Business Strategy, Leadership, Retirement, Strategy, Series 24, Investment Advisory, Banking, Management, Asset Allocation, Financial Analysis, Strategic Planning, Series 63, Training, Program Management, Financial Advisory
Education
University of St. Thomas 1993 — 1995
Masters, Business Communications
College of Saint Benedict 1987 — 1991
BS, Economics
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2009 - January 2014
Ameriprise Financial June 2006 - January 2009
Ameriprise Financial Services, Inc. January 2004 - January 2009
Hallmark Business Connections 1998 - 2003
Skills
Business Development, Financial Services, Series 7, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Finance, Mutual Funds, Business Strategy, Leadership, Retirement, Strategy, Series 24, Investment Advisory, Banking, Management, Asset Allocation, Financial Analysis, Strategic Planning, Series 63, Training, Program Management, Financial Advisory
Education
University of St. Thomas 1993 — 1995
Masters, Business Communications
College of Saint Benedict 1987 — 1991
BS, Economics
Mark Rosenblum's Ameriprise Financial Services, Inc. Experience 2000 - 2006
Job Business Analyst at Towers Watson
Industry Hospital & Health Care
Experience
Towers Watson September 2015 - Present
UnitedHealth Group April 2015 - July 2015
Medica Health Plans 2008 - February 2015
Lighthouse1 July 2006 - November 2007
Ameriprise Financial Services, Inc. 2000 - 2006
Skills
Healthcare, Process Improvement, Data Analysis, Insurance, Business Analysis, Health Insurance, Managed Care, Project Management, Software Documentation, Visio, Access, HIPAA, Requirements Gathering, Analysis, SharePoint, Training, Healthcare Management, Leadership, Team Building, Healthcare Information..., Program Management
Education
Colorado State University 1986 — 1991
BS, Occupational Therapy
Towers Watson September 2015 - Present
UnitedHealth Group April 2015 - July 2015
Medica Health Plans 2008 - February 2015
Lighthouse1 July 2006 - November 2007
Ameriprise Financial Services, Inc. 2000 - 2006
Skills
Healthcare, Process Improvement, Data Analysis, Insurance, Business Analysis, Health Insurance, Managed Care, Project Management, Software Documentation, Visio, Access, HIPAA, Requirements Gathering, Analysis, SharePoint, Training, Healthcare Management, Leadership, Team Building, Healthcare Information..., Program Management
Education
Colorado State University 1986 — 1991
BS, Occupational Therapy
Karen Linn's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job PMP
Industry Financial Services
Experience
Deloitte March 2006 - Present
Deloitte 2006 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
The Willow Group September 2004 - March 2006
Knappenberger Partners February 1998 - September 2004
Education
College of Saint Benedict 1987 — 1991
BA, Art, Classical Greek
Deloitte March 2006 - Present
Deloitte 2006 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
The Willow Group September 2004 - March 2006
Knappenberger Partners February 1998 - September 2004
Education
College of Saint Benedict 1987 — 1991
BA, Art, Classical Greek
Tricia Tempel's Ameriprise Financial Services, Inc. Experience June 2010 - August 2012
Job Event Manager at Field Nation
Industry Financial Services
Experience
Field Nation January 2015 - Present
Field Nation March 2014 - December 2014
Korn/Ferry International August 2012 - August 2013
Ameriprise Financial Services, Inc. June 2010 - August 2012
Ameriprise Financial Services, Inc. August 2007 - June 2010
Ameriprise Financial Services, Inc. February 2006 - August 2007
Z.Bigatti Cosmetics 2005 - 2006
Skills
Marketing Communications, Newsletters, Copywriting, Marketing Strategy, Project Coordination, Direct Marketing, Marketing, Corporate Communications, Product Marketing, Public Relations, Strategy, Advertising, Leadership, Online Advertising, Event Management, Social Media, Training, Management, Budgets, Project Management, Lead Generation, Strategic Communications, Cross-functional Team..., Facebook, Program Management, Editing, Trade Shows, Multi-channel Marketing, Internal Communications, Email Marketing, Brand Awareness
Education
College of St. Benedict 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Hill Murray School 1994 — 1998
High School Diploma
Field Nation January 2015 - Present
Field Nation March 2014 - December 2014
Korn/Ferry International August 2012 - August 2013
Ameriprise Financial Services, Inc. June 2010 - August 2012
Ameriprise Financial Services, Inc. August 2007 - June 2010
Ameriprise Financial Services, Inc. February 2006 - August 2007
Z.Bigatti Cosmetics 2005 - 2006
Skills
Marketing Communications, Newsletters, Copywriting, Marketing Strategy, Project Coordination, Direct Marketing, Marketing, Corporate Communications, Product Marketing, Public Relations, Strategy, Advertising, Leadership, Online Advertising, Event Management, Social Media, Training, Management, Budgets, Project Management, Lead Generation, Strategic Communications, Cross-functional Team..., Facebook, Program Management, Editing, Trade Shows, Multi-channel Marketing, Internal Communications, Email Marketing, Brand Awareness
Education
College of St. Benedict 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Hill Murray School 1994 — 1998
High School Diploma
Alie Olsen, CFP®'s Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Wells Fargo Advisors, LLC March 1999 - May 2013
Circle Trade Services 1994 - 1998
Education
Colorado State University 1982 — 1986
Bachelor of Arts (BA), Spanish Language and Literature, minor in Economics
Overland
Overland High School
Overland High School
Ameriprise Financial Services, Inc. May 2013 - Present
Wells Fargo Advisors, LLC March 1999 - May 2013
Circle Trade Services 1994 - 1998
Education
Colorado State University 1982 — 1986
Bachelor of Arts (BA), Spanish Language and Literature, minor in Economics
Overland
Overland High School
Overland High School
Jennifer Kehr's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Web Content Management | Editor | User Experience
Industry Retail
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Target 2012 - 2015
Target Corporation 2007 - 2012
Target Corporation 2005 - 2007
KSYZ / KROR NRG Radio 2005 - 2005
KNOM - AK Radio Mission 2004 - 2005
Skills
Editing, Microsoft Office, Writing, Outlook, Microsoft Word, Management, Customer Service, Data Entry, Benefits Administration, Microsoft Excel, Communication, Time Management, SharePoint, Basic HTML, Web Content Management, Strategic Communications, Corporate Communications, Corporate Branding, Content Management, Dreamweaver, QuarkXPress, PowerPoint, Stellent, Employee Benefits, Knowledge Sharing, Training & Development, Project Planning, AP Style, Public Speaking
Education
College of St. Benedict
B.A., English, writing, environmental studies, 3.3 GPA
University College Cork
B.A., English
Ameriprise Financial Services, Inc. 2015 - Present
Target 2012 - 2015
Target Corporation 2007 - 2012
Target Corporation 2005 - 2007
KSYZ / KROR NRG Radio 2005 - 2005
KNOM - AK Radio Mission 2004 - 2005
Skills
Editing, Microsoft Office, Writing, Outlook, Microsoft Word, Management, Customer Service, Data Entry, Benefits Administration, Microsoft Excel, Communication, Time Management, SharePoint, Basic HTML, Web Content Management, Strategic Communications, Corporate Communications, Corporate Branding, Content Management, Dreamweaver, QuarkXPress, PowerPoint, Stellent, Employee Benefits, Knowledge Sharing, Training & Development, Project Planning, AP Style, Public Speaking
Education
College of St. Benedict
B.A., English, writing, environmental studies, 3.3 GPA
University College Cork
B.A., English
Bart Jones's Ameriprise Financial Services, Inc. Experience October 2011 - February 2012
Job Technical Project Manager at Cenveo Publisher Services
Industry Program Development
Experience
Cenveo Publisher Services September 2014 - August 2015
Best Buy December 2013 - April 2014
Wells Fargo April 2013 - November 2013
Target T February 2013 - April 2013
OptumHealth January 2012 - October 2012
Ameriprise Financial Services, Inc. October 2011 - February 2012
Capella University July 2011 - October 2011
Wells Fargo Fiancial August 2010 - July 2011
genesis 10 November 2009 - August 2010
HID Global March 2007 - June 2008
Skills
Training, Risk Management, Process Improvement, Document Management, Employee Relations, Strategic Planning, Project Management, Business Development, Security, Business Process..., Business Intelligence, Business Analysis, SDLC, Management, Vendor Management, Software Documentation, SharePoint, Project Portfolio..., Team Building, Change Management, Testing, Sales, Customer Service, Program Management, MS Project, Business Process, Leadership, Budgets, Strategy, Human Resources, Cross-functional Team..., Project Planning, CRM, Integration, PMO, Visio, IT Management, Databases, PMP, Resource Management, Team Leadership, Quality Assurance, Six Sigma, Consulting, Software Project..., Requirements Analysis, Analysis, IT Strategy, Microsoft Project
Education
Colorado Technical University 2004 — 2006
MBA, Project Management
Colorado Technical University 2004 — 2006
MBA, Excutive Management
Cenveo Publisher Services September 2014 - August 2015
Best Buy December 2013 - April 2014
Wells Fargo April 2013 - November 2013
Target T February 2013 - April 2013
OptumHealth January 2012 - October 2012
Ameriprise Financial Services, Inc. October 2011 - February 2012
Capella University July 2011 - October 2011
Wells Fargo Fiancial August 2010 - July 2011
genesis 10 November 2009 - August 2010
HID Global March 2007 - June 2008
Skills
Training, Risk Management, Process Improvement, Document Management, Employee Relations, Strategic Planning, Project Management, Business Development, Security, Business Process..., Business Intelligence, Business Analysis, SDLC, Management, Vendor Management, Software Documentation, SharePoint, Project Portfolio..., Team Building, Change Management, Testing, Sales, Customer Service, Program Management, MS Project, Business Process, Leadership, Budgets, Strategy, Human Resources, Cross-functional Team..., Project Planning, CRM, Integration, PMO, Visio, IT Management, Databases, PMP, Resource Management, Team Leadership, Quality Assurance, Six Sigma, Consulting, Software Project..., Requirements Analysis, Analysis, IT Strategy, Microsoft Project
Education
Colorado Technical University 2004 — 2006
MBA, Project Management
Colorado Technical University 2004 — 2006
MBA, Excutive Management
Stephanie Olson Bose's Ameriprise Financial Services, Inc. Experience 2001 - 2005
Job Owner, High Crest, LLC.
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial Services, Inc. 2001 - 2005
VALIC Financial Advisors, AIG 1999 - 2001
Skills
Account Management, Entrepreneurship, Leadership, Marketing, Marketing Strategy, New Business Development, Sales, Small Business, Strategic Planning, Team Building, Cross-functional Team..., Process Improvement, Public Speaking
Education
College of Saint Benedict 1992 — 1996
Ameriprise Financial Services, Inc. 2001 - 2005
VALIC Financial Advisors, AIG 1999 - 2001
Skills
Account Management, Entrepreneurship, Leadership, Marketing, Marketing Strategy, New Business Development, Sales, Small Business, Strategic Planning, Team Building, Cross-functional Team..., Process Improvement, Public Speaking
Education
College of Saint Benedict 1992 — 1996
Whitney Cook's Ameriprise Financial Services, Inc. Experience 1975 - March 2012
Job Whitney M. Cook & Associates a Financial Advisory Branch of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Whitney M. Cook & Associates October 1975 - Present
Ameriprise Financial Services, Inc. 1975 - March 2012
Education
College for Financial Planning 1983 — 1984
CFP®, Financial Planning
Whitney M. Cook & Associates October 1975 - Present
Ameriprise Financial Services, Inc. 1975 - March 2012
Education
College for Financial Planning 1983 — 1984
CFP®, Financial Planning
Matt Paolucci's Ameriprise Financial Services, Inc. Experience June 2001 - June 2004
Job Financial Advisor at Darvin Asset Management
Industry Financial Services
Experience
Darvin Asset Management July 2013 - Present
A&I Financial August 2007 - July 2013
AIG Valic June 2004 - August 2007
Ameriprise Financial Services, Inc. June 2001 - June 2004
Education
Colorado State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Darvin Asset Management July 2013 - Present
A&I Financial August 2007 - July 2013
AIG Valic June 2004 - August 2007
Ameriprise Financial Services, Inc. June 2001 - June 2004
Education
Colorado State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Benjamin Alberts's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
UBS September 2004 - March 2012
Education
Colorado State University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. March 2012 - Present
UBS September 2004 - March 2012
Education
Colorado State University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Rockell Metcalf's Ameriprise Financial Services, Inc. Experience 1998 - 2012
Job Vice President and Chief Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2012 - Present
Ameriprise Financial Services, Inc. 1998 - 2012
Ameriprise Financial Services, Inc. 1993 - 1998
Popham Haik Schnobrich Kaufman 1990 - 1993
United States District Court 1988 - 1989
Skills
Risk Management, Financial Services, FINRA, Securities, Mutual Funds, Investments, Corporate Law, Corporate Governance, Leadership, Banking, Legal Advice, Wealth Management, Mergers & Acquisitions, Strategic Planning, Insurance, Series 7, AML
Education
Columbia Law School 1989 — 1990
LL.M., Securities Law
William Mitchell College of Law 1985 — 1988
J.D.
Talladega College 1981 — 1985
Bachelor of Arts (B.A.) with high distinction, Biology
Ameriprise Financial January 2012 - Present
Ameriprise Financial Services, Inc. 1998 - 2012
Ameriprise Financial Services, Inc. 1993 - 1998
Popham Haik Schnobrich Kaufman 1990 - 1993
United States District Court 1988 - 1989
Skills
Risk Management, Financial Services, FINRA, Securities, Mutual Funds, Investments, Corporate Law, Corporate Governance, Leadership, Banking, Legal Advice, Wealth Management, Mergers & Acquisitions, Strategic Planning, Insurance, Series 7, AML
Education
Columbia Law School 1989 — 1990
LL.M., Securities Law
William Mitchell College of Law 1985 — 1988
J.D.
Talladega College 1981 — 1985
Bachelor of Arts (B.A.) with high distinction, Biology
Shawn Payne's Ameriprise Financial Services, Inc. Experience June 2008 - September 2009
Job Directress
Industry Professional Training & Coaching
Experience
Carmel Montessori Academy July 2014 - Present
Payneless Consulting January 1992 - Present
Carmel Montessori Academy and Children's House September 2009 - August 2012
Ameriprise Financial Services, Inc. June 2008 - September 2009
Skills
Proficient in MAC and PC, Certified Montessori..., Team Building, Staff Development, Coaching, Classroom, Educational Leadership, Fundraising, Public Speaking, Tutoring, Teaching, Management, Organizational..., Training, Teacher Training, Curriculum Development, Instructional Design, Leadership Development, Leadership, Curriculum Design
Education
Northern Illinois University 2009 — 2010
Bachelor, General Studies
MMTTC 2008 — 2010
AMS Elementary I & II Certification, Montessori Elementary I & II Education
STC 2008 — 2009
Series 7, 66, Securities
College of DuPage 1988 — 1990
Associate, Liberal Arts and Sciences
Carmel Montessori Academy July 2014 - Present
Payneless Consulting January 1992 - Present
Carmel Montessori Academy and Children's House September 2009 - August 2012
Ameriprise Financial Services, Inc. June 2008 - September 2009
Skills
Proficient in MAC and PC, Certified Montessori..., Team Building, Staff Development, Coaching, Classroom, Educational Leadership, Fundraising, Public Speaking, Tutoring, Teaching, Management, Organizational..., Training, Teacher Training, Curriculum Development, Instructional Design, Leadership Development, Leadership, Curriculum Design
Education
Northern Illinois University 2009 — 2010
Bachelor, General Studies
MMTTC 2008 — 2010
AMS Elementary I & II Certification, Montessori Elementary I & II Education
STC 2008 — 2009
Series 7, 66, Securities
College of DuPage 1988 — 1990
Associate, Liberal Arts and Sciences
Shauna Conway's Ameriprise Financial Services, Inc. Experience January 2011 - June 2012
Job Head of Equity Investment Management Technology, US at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Fidelity Investments September 2009 - January 2011
FactSet Research Systems May 2004 - September 2009
Education
College of the Holy Cross 2000 — 2004
Economics
Loomis, Sayles & Company June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Fidelity Investments September 2009 - January 2011
FactSet Research Systems May 2004 - September 2009
Education
College of the Holy Cross 2000 — 2004
Economics
Debora Varhol's Ameriprise Financial Services, Inc. Experience January 1998 - October 2006
Job Web Developer at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2007 - Present
Ameriprise Financial Services, Inc. January 1998 - October 2006
Education
Colorado Technical University
BA
Wells Fargo April 2007 - Present
Ameriprise Financial Services, Inc. January 1998 - October 2006
Education
Colorado Technical University
BA
Carol Lipman's Ameriprise Financial Services, Inc. Experience 1986 - 2004
Job Senior Consultant at Impact Advisors, LLC
Industry Hospital & Health Care
Experience
Impact Advisors, LLC August 2013 - Present
Mount Sinai Medical Center Miami Beach January 2010 - August 2013
Mount Sinai Medical Center Miami Beach September 2008 - December 2009
Ameriprise Financial Services, Inc. 1986 - 2004
Skills
Healthcare Information..., EMR, Epic Systems, Revenue Cycle
Education
Columbia University - Columbia Business School
MBA, Management
Columbia University Mailman School of Public Health
MPH, Health Care Administration
University of Massachusetts, Amherst
BA, BDIC
Impact Advisors, LLC August 2013 - Present
Mount Sinai Medical Center Miami Beach January 2010 - August 2013
Mount Sinai Medical Center Miami Beach September 2008 - December 2009
Ameriprise Financial Services, Inc. 1986 - 2004
Skills
Healthcare Information..., EMR, Epic Systems, Revenue Cycle
Education
Columbia University - Columbia Business School
MBA, Management
Columbia University Mailman School of Public Health
MPH, Health Care Administration
University of Massachusetts, Amherst
BA, BDIC
Matthew Snyder, CFP®'s Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER (TM) Practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Morgan Stanley Smith Barney May 2006 - December 2011
Education
Colorado State University 1998 — 2000
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. May 2012 - Present
Morgan Stanley Smith Barney May 2006 - December 2011
Education
Colorado State University 1998 — 2000
Bachelor of Science, Finance
Alexis Tucker's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial July 2009 - April 2014
Ameriprise Financial 2005 - 2009
Coldwell Banker Commercial 2001 - 2004
Education
College of Charleston 1997 — 2001
BS, Marine Biology
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial July 2009 - April 2014
Ameriprise Financial 2005 - 2009
Coldwell Banker Commercial 2001 - 2004
Education
College of Charleston 1997 — 2001
BS, Marine Biology
Wayne Wulf, CFP®, ChFC®,'s Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner | An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2003 - Present
American Express Financial Advisors October 1999 - December 2002
American Express Financial Advisors May 1994 - September 1999
IDS/American Express Financial Advisors May 1987 - October 1994
Education
The American College 1994 — 1997
ChFC, Weath Preservation
College for Financial Planning 1990 — 1992
CFP, Financial Planning
Minnesota State University, St. Cloud
BA - Cum Laude, Ecology
Ameriprise Financial Services, Inc. January 2003 - Present
American Express Financial Advisors October 1999 - December 2002
American Express Financial Advisors May 1994 - September 1999
IDS/American Express Financial Advisors May 1987 - October 1994
Education
The American College 1994 — 1997
ChFC, Weath Preservation
College for Financial Planning 1990 — 1992
CFP, Financial Planning
Minnesota State University, St. Cloud
BA - Cum Laude, Ecology
Leslie Cadle's Ameriprise Financial Services, Inc. Experience April 1988 - Present
Job at Cadle & Associates, a Private Wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1988 - Present
Education
College of St. Benedict 1982 — 1986
Bachelor of Arts, Business Management, Psychology
Ameriprise Financial Services, Inc. April 1988 - Present
Education
College of St. Benedict 1982 — 1986
Bachelor of Arts, Business Management, Psychology
Lara Kansa's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Morgan Stanley Smith Barney June 2011 - February 2014
T Rowe Price October 2007 - May 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Series 6, Investments
Education
University of Colorado Boulder 2002 — 2005
BA, Psychology and Communication
Colorado Mountain College 2000 — 2002
Ameriprise Financial Services, Inc. March 2014 - Present
Morgan Stanley Smith Barney June 2011 - February 2014
T Rowe Price October 2007 - May 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Series 6, Investments
Education
University of Colorado Boulder 2002 — 2005
BA, Psychology and Communication
Colorado Mountain College 2000 — 2002
Jay Sharp's Ameriprise Financial Services, Inc. Experience December 1998 - Present
Job Certified Financial Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1998 - Present
Education
College of Charleston 1994 — 1997
Bachelor of Arts, Corporate Communication and Business Administration
Ameriprise Financial Services, Inc. December 1998 - Present
Education
College of Charleston 1994 — 1997
Bachelor of Arts, Corporate Communication and Business Administration
Christina Tabor's Ameriprise Financial Services, Inc. Experience October 2007 - Present
Job Author at Leila Stone: Memoirs of a Demon (The Beginning)
Industry Financial Services
Experience
Leila Stone: Memoirs of a Demon (The Beginning) 2013 - Present
Ameriprise Financial Services, Inc. October 2007 - Present
Skills
Creative Writing, Published Author, Executive..., Books, Paranormal Romance, Metaphysical Fiction
Education
Colorado Technical University 2014 — 2016
Bachelor of Science, Criminal Justice/Social Services
Thomas Jefferson Senior High School 1995 — 1999
High School Diploma
Leila Stone: Memoirs of a Demon (The Beginning) 2013 - Present
Ameriprise Financial Services, Inc. October 2007 - Present
Skills
Creative Writing, Published Author, Executive..., Books, Paranormal Romance, Metaphysical Fiction
Education
Colorado Technical University 2014 — 2016
Bachelor of Science, Criminal Justice/Social Services
Thomas Jefferson Senior High School 1995 — 1999
High School Diploma
John Smalling's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Guaranteed Retirement Solutions, LLC January 2010 - December 2011
Prudential Financial March 2008 - September 2009
Prudential International Investments June 2000 - February 2008
Aetna International October 1995 - May 2000
Booz Allen & Hamilton January 1993 - October 1995
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Engineering
Ameriprise Financial Services, Inc. January 2012 - Present
Guaranteed Retirement Solutions, LLC January 2010 - December 2011
Prudential Financial March 2008 - September 2009
Prudential International Investments June 2000 - February 2008
Aetna International October 1995 - May 2000
Booz Allen & Hamilton January 1993 - October 1995
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Engineering
Barry Kaufman, CIMA®, AAMS®'s Ameriprise Financial Services, Inc. Experience April 2011 - December 2011
Job Director of Financial Planning Operations at Forcucci & Associates, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Forcucci & Associates, An Ameriprise Private Wealth Advisory Practice March 2010 - Present
Ameriprise Financial Services, Inc. April 2011 - December 2011
Conrad Santiago & Associates February 2002 - February 2010
Ameriprise Financial Services, Inc. January 2002 - February 2010
Conrad Santiago & Associates August 2001 - December 2001
Skills
Investments, Asset Management, Insurance, Financial Analysis, Excel, Research, Administrative Support, Customer Relations, Supervisory Skills, Wealth Management, Retirement Planning, Portfolio Management, Customer Service, Asset Allocation, Annuities, Series 7, Problem Solving, Mutual Funds, Account Management, Microsoft Excel, Leadership, Investment Management, Financial Advisory, Administrative..., Fixed Annuities, Investment Advisory, Analysis
Education
College of DuPage 2015 — 2018
Associate's Degree, Culinary Arts/Chef Training, 4.0
University of Pennsylvania - The Wharton School 2009 — 2010
CIMA®, Investment Management/Consultant
College of Financial Planning 2008 — 2008
AAMS® Certification, Financial Planning/Investment Management
University of Central Florida 1998 — 2001
Bachelor, Finance
Forcucci & Associates, An Ameriprise Private Wealth Advisory Practice March 2010 - Present
Ameriprise Financial Services, Inc. April 2011 - December 2011
Conrad Santiago & Associates February 2002 - February 2010
Ameriprise Financial Services, Inc. January 2002 - February 2010
Conrad Santiago & Associates August 2001 - December 2001
Skills
Investments, Asset Management, Insurance, Financial Analysis, Excel, Research, Administrative Support, Customer Relations, Supervisory Skills, Wealth Management, Retirement Planning, Portfolio Management, Customer Service, Asset Allocation, Annuities, Series 7, Problem Solving, Mutual Funds, Account Management, Microsoft Excel, Leadership, Investment Management, Financial Advisory, Administrative..., Fixed Annuities, Investment Advisory, Analysis
Education
College of DuPage 2015 — 2018
Associate's Degree, Culinary Arts/Chef Training, 4.0
University of Pennsylvania - The Wharton School 2009 — 2010
CIMA®, Investment Management/Consultant
College of Financial Planning 2008 — 2008
AAMS® Certification, Financial Planning/Investment Management
University of Central Florida 1998 — 2001
Bachelor, Finance
Shawna Melvin's Ameriprise Financial Services, Inc. Experience Senior Training ConsultantAmeriprise Financial Services, Inc.2011 - Present
Job Senior Training Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Senior Training ConsultantAmeriprise Financial Services, Inc.2011 - Present
Skills
Instructional Design, Series 7, Quality Assurance, Microsoft Excel, Financial Services, Training Delivery, Business Analysis, Process Improvement, Project Management, ADDIE, Insurance, Training, Change Management, Leadership, Captivate, Series 63, Needs Analysis, User Acceptance Testing, Visio, Risk Management, Instructor-led Training, Customer Service, Six Sigma, Lotus Notes, Vendor Management, Microsoft Office, Banking, Blended Learning, Performance Consulting
Education
Saint Mary's University of Minnesota 2006 — 2009
Masters in International Business
College of Saint Benedict 1994 — 1998
BA, Education
Edina High School
Ameriprise Financial Services, Inc. Senior Training ConsultantAmeriprise Financial Services, Inc.2011 - Present
Skills
Instructional Design, Series 7, Quality Assurance, Microsoft Excel, Financial Services, Training Delivery, Business Analysis, Process Improvement, Project Management, ADDIE, Insurance, Training, Change Management, Leadership, Captivate, Series 63, Needs Analysis, User Acceptance Testing, Visio, Risk Management, Instructor-led Training, Customer Service, Six Sigma, Lotus Notes, Vendor Management, Microsoft Office, Banking, Blended Learning, Performance Consulting
Education
Saint Mary's University of Minnesota 2006 — 2009
Masters in International Business
College of Saint Benedict 1994 — 1998
BA, Education
Edina High School
Clarence Jones's Ameriprise Financial Services, Inc. Experience November 2012 - 2013
Job Senior Life Underwriting Specialist
Industry Insurance
Experience
Nationwide Insurance April 2015 - Present
Transamerica May 2014 - April 2015
Protective Life September 2013 - March 2014
Ameriprise Financial Services, Inc. November 2012 - 2013
Univers Workplace Solutions August 2011 - November 2012
Clarence James Jones & Associates 2010 - 2011
Prudential Financial October 2006 - May 2010
Allstate Financial 1998 - 2006
Zurich/Kemper Life Insurance Company 1986 - 1998
Skills
Health Insurance, Disability Insurance, Insurance, Long-term Care, Microsoft Excel, Life Insurance, Fixed Annuities, New Business Development, Underwriting, Employee Benefits, Term Life Insurance, Property & Casualty..., Small Business, General Insurance, Brokers, Reinsurance, Finance, Sales, Training, Universal Life, Whole Life
Education
College of Lake County 1982 — 1983
Medical assistant
Nationwide Insurance April 2015 - Present
Transamerica May 2014 - April 2015
Protective Life September 2013 - March 2014
Ameriprise Financial Services, Inc. November 2012 - 2013
Univers Workplace Solutions August 2011 - November 2012
Clarence James Jones & Associates 2010 - 2011
Prudential Financial October 2006 - May 2010
Allstate Financial 1998 - 2006
Zurich/Kemper Life Insurance Company 1986 - 1998
Skills
Health Insurance, Disability Insurance, Insurance, Long-term Care, Microsoft Excel, Life Insurance, Fixed Annuities, New Business Development, Underwriting, Employee Benefits, Term Life Insurance, Property & Casualty..., Small Business, General Insurance, Brokers, Reinsurance, Finance, Sales, Training, Universal Life, Whole Life
Education
College of Lake County 1982 — 1983
Medical assistant
Nichole Lee's Ameriprise Financial Services, Inc. Experience April 2006 - May 2008
Job Senior LongTerm Disability Ability Analyst at The Hartford
Industry Financial Services
Experience
The Hartford May 2010 - Present
Lindt & Sprungli September 2012 - February 2014
The Hartford May 2008 - May 2010
Ameriprise Financial Services, Inc. April 2006 - May 2008
Skills
PowerPoint, Microsoft Office, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Word, Analysis, Coaching, Data Analysis, Insurance, Leadership, Leadership Development, Outlook, Sales, Teaching, Training, Team Building, Event Planning, Public Speaking
Education
College of Saint Benedict 2002 — 2006
B.A., Psychology
The Hartford May 2010 - Present
Lindt & Sprungli September 2012 - February 2014
The Hartford May 2008 - May 2010
Ameriprise Financial Services, Inc. April 2006 - May 2008
Skills
PowerPoint, Microsoft Office, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Word, Analysis, Coaching, Data Analysis, Insurance, Leadership, Leadership Development, Outlook, Sales, Teaching, Training, Team Building, Event Planning, Public Speaking
Education
College of Saint Benedict 2002 — 2006
B.A., Psychology
Rohan Khattri's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Director Capital Markets at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2011
Credit Suisse July 2007 - August 2010
Evonik Degussa May 2005 - July 2005
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
M.S, Financial Engineering
CFA Institute 2006 — 2009
IIT Kanpur 2002 — 2006
B.Tech, Mechanical Engg
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2011
Credit Suisse July 2007 - August 2010
Evonik Degussa May 2005 - July 2005
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
M.S, Financial Engineering
CFA Institute 2006 — 2009
IIT Kanpur 2002 — 2006
B.Tech, Mechanical Engg
Doris Bohlig's Ameriprise Financial Services, Inc. Experience November 2011 - August 2012
Job Administrative Assistant at International Fidelity
Industry Consumer Goods
Experience
International Fidelity November 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - August 2012
Wilton Brands Inc. February 2002 - January 2011
Skills
Administrative..., Outlook, Microsoft Excel, Lotus Notes, PowerPoint, Data Entry, Microsoft Office, Customer Service, Microsoft Word, Office Management, Spreadsheets, Access, Event Planning, Calendaring, Travel Arrangements, PeopleSoft, Time Management, Office Administration, Calendars, Visio
Education
College of DuPage
International Fidelity November 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - August 2012
Wilton Brands Inc. February 2002 - January 2011
Skills
Administrative..., Outlook, Microsoft Excel, Lotus Notes, PowerPoint, Data Entry, Microsoft Office, Customer Service, Microsoft Word, Office Management, Spreadsheets, Access, Event Planning, Calendaring, Travel Arrangements, PeopleSoft, Time Management, Office Administration, Calendars, Visio
Education
College of DuPage
Sue Anne Toms's Ameriprise Financial Services, Inc. Experience October 1998 - January 2010
Job Multilingual Intercultural Financial Planning Trainer
Industry Professional Training & Coaching
Experience
Ameriprise Financial Services, Inc. October 1998 - January 2010
American Language Program, OSU 1982 - 1985
Skills
Spanish, Finance, French, German, Italian
Education
The American College
College for Financial Planning
University of Florida
PhD
Southern Illinois University, Carbondale
M.A.
The Ohio State University
B.S.
Court of Master Sommeliers 2010 — 2010
Sommelier, Step I of IV, Oenology
Ameriprise Financial Services, Inc. October 1998 - January 2010
American Language Program, OSU 1982 - 1985
Skills
Spanish, Finance, French, German, Italian
Education
The American College
College for Financial Planning
University of Florida
PhD
Southern Illinois University, Carbondale
M.A.
The Ohio State University
B.S.
Court of Master Sommeliers 2010 — 2010
Sommelier, Step I of IV, Oenology
Julie Ludowese's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Lean Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - Present
Bloomingdale's August 1996 - November 1998
Skills
Series 6, FINRA, Fixed Annuities, Financial Services, Financial Planners, Pensions, Lean Tools, Lean Management, Lean Thinking, Lean Operations, Sewing, Art, Singing, Fundraising, Non-profit Volunteer, Nonprofits, Community Outreach, Community Development, Fundraisers, Musical Theatre, Costume Design, Costumes, Organizational..., Team Leadership, Leadership Development, Team Building, Management, Change Management, Customer Service, Customer Experience, Project Coordination, Project Management, Process Improvement, Process Control, Process Optimization, Six Sigma
Education
College of St. Benedict 1990 — 1994
BA, Liberal Arts and Sciences, General Studies and Humanities
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - Present
Bloomingdale's August 1996 - November 1998
Skills
Series 6, FINRA, Fixed Annuities, Financial Services, Financial Planners, Pensions, Lean Tools, Lean Management, Lean Thinking, Lean Operations, Sewing, Art, Singing, Fundraising, Non-profit Volunteer, Nonprofits, Community Outreach, Community Development, Fundraisers, Musical Theatre, Costume Design, Costumes, Organizational..., Team Leadership, Leadership Development, Team Building, Management, Change Management, Customer Service, Customer Experience, Project Coordination, Project Management, Process Improvement, Process Control, Process Optimization, Six Sigma
Education
College of St. Benedict 1990 — 1994
BA, Liberal Arts and Sciences, General Studies and Humanities
Abigail Forster's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Education
St. Cloud State University 2007 — 2010
Bacholor of Arts, Public Administration & Marketing
College of St. Benedict 2006 — 2007
Ameriprise Financial Services, Inc. March 2011 - Present
Education
St. Cloud State University 2007 — 2010
Bacholor of Arts, Public Administration & Marketing
College of St. Benedict 2006 — 2007
William J. Spieker, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Education
Southwest Minnesota State University
Bachelor of Science (BS), Finance & Business Management
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Ameriprise Financial Services, Inc. April 2009 - Present
Education
Southwest Minnesota State University
Bachelor of Science (BS), Finance & Business Management
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Kelsey Ristow's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Demand Forecasting Analyst at Best Buy
Industry Retail
Experience
Best Buy June 2014 - Present
Special Olympics December 2013 - May 2014
College of St. Benedict Mathematics Department August 2011 - May 2014
Big Brother Big Sisters of Central Minnesota January 2011 - October 2013
McLagan 2013 - August 2013
Anna Marie's Alliance December 2011 - May 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Skills
Critical Thinking, Volunteer Management, Fundraising, Nonprofits, Public Speaking, Community Outreach, Data Analysis, Microsoft Office, Research, Event Planning, Leadership, Program Development, Grant Writing, Customer Service, Teaching, Spanish, Social Media, Training, Editing, Project Management
Education
College of St. Benedict 2010 — 2014
Bachelor's Degree, Mathematics
Best Buy June 2014 - Present
Special Olympics December 2013 - May 2014
College of St. Benedict Mathematics Department August 2011 - May 2014
Big Brother Big Sisters of Central Minnesota January 2011 - October 2013
McLagan 2013 - August 2013
Anna Marie's Alliance December 2011 - May 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Skills
Critical Thinking, Volunteer Management, Fundraising, Nonprofits, Public Speaking, Community Outreach, Data Analysis, Microsoft Office, Research, Event Planning, Leadership, Program Development, Grant Writing, Customer Service, Teaching, Spanish, Social Media, Training, Editing, Project Management
Education
College of St. Benedict 2010 — 2014
Bachelor's Degree, Mathematics
Michelle Mohr's Ameriprise Financial Services, Inc. Experience May 2003 - April 2013
Job Claims Technical Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2014 - Present
Ameriprise Financial Services, Inc. May 2003 - April 2013
Ameriprise Financial Services, Inc. February 2000 - May 2003
Ameriprise Financial Services, Inc. October 1997 - February 2000
Skills
Retirement Planning, Alternative Investments, Strategic Financial..., Mutual Funds, Retirement, Asset Allocation, Securities, Wealth Management, Fixed Annuities, Series 63, Financial Services, Risk Management, Insurance, FINRA, Series 7
Education
College of St. Benedict 1991 — 1995
Bachelor of Arts (B.A.), Economics
Voya Financial March 2014 - Present
Ameriprise Financial Services, Inc. May 2003 - April 2013
Ameriprise Financial Services, Inc. February 2000 - May 2003
Ameriprise Financial Services, Inc. October 1997 - February 2000
Skills
Retirement Planning, Alternative Investments, Strategic Financial..., Mutual Funds, Retirement, Asset Allocation, Securities, Wealth Management, Fixed Annuities, Series 63, Financial Services, Risk Management, Insurance, FINRA, Series 7
Education
College of St. Benedict 1991 — 1995
Bachelor of Arts (B.A.), Economics
Nedi Telvi's Ameriprise Financial Services, Inc. Experience 2006 - 2013
Job VP Chief Procurement Officer at Time Inc.
Industry Financial Services
Experience
Time Inc. February 2014 - Present
AlixPartners May 2013 - January 2014
Ameriprise Financial Services, Inc. 2006 - 2013
Silver Oak Solutions 2003 - 2006
SBI Group Inc. 2000 - 2002
Mitchell Madison Group 1996 - 2000
Interbank 1993 - 1994
Morgan Stanley 1991 - 1993
Skills
Strategic Sourcing, Business Process..., Outsourcing, Procurement, Spend Analysis, Vendor Management, Business Transformation, Negotiation, Management Consulting, Strategy, Business Strategy, Cross-functional Team..., Financial Analysis, Acquisition Integration, Mergers & Acquisitions, Process Improvement, Project Management, Financial Services, E-procurement, Supply Chain Management, Offshoring, Operations Management, Supply Management, Finance, Change Management, Contract Negotiation, Global Sourcing, Ariba, Executive Management, Analytics, Procure-to-Pay, Training, eSourcing, RFP, Accounts Payable, Business Process..., Data Modeling, Operational Risk..., Risk Management, M&A analysis, Corporate Finance, Financial Modeling, Shared Services, Operational Excellence, Leadership, Government Procurement, Cross-border M&A, Foreign Exchange, FX trading
Education
Columbia Business School 1995 — 1996
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science 1994 — 1995
Master of Science (MS), Operations Research
Columbia University in the City of New York 1987 — 1991
Bachelor of Science (BS), Operations Research
Robert College 1981 — 1987
Time Inc. February 2014 - Present
AlixPartners May 2013 - January 2014
Ameriprise Financial Services, Inc. 2006 - 2013
Silver Oak Solutions 2003 - 2006
SBI Group Inc. 2000 - 2002
Mitchell Madison Group 1996 - 2000
Interbank 1993 - 1994
Morgan Stanley 1991 - 1993
Skills
Strategic Sourcing, Business Process..., Outsourcing, Procurement, Spend Analysis, Vendor Management, Business Transformation, Negotiation, Management Consulting, Strategy, Business Strategy, Cross-functional Team..., Financial Analysis, Acquisition Integration, Mergers & Acquisitions, Process Improvement, Project Management, Financial Services, E-procurement, Supply Chain Management, Offshoring, Operations Management, Supply Management, Finance, Change Management, Contract Negotiation, Global Sourcing, Ariba, Executive Management, Analytics, Procure-to-Pay, Training, eSourcing, RFP, Accounts Payable, Business Process..., Data Modeling, Operational Risk..., Risk Management, M&A analysis, Corporate Finance, Financial Modeling, Shared Services, Operational Excellence, Leadership, Government Procurement, Cross-border M&A, Foreign Exchange, FX trading
Education
Columbia Business School 1995 — 1996
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science 1994 — 1995
Master of Science (MS), Operations Research
Columbia University in the City of New York 1987 — 1991
Bachelor of Science (BS), Operations Research
Robert College 1981 — 1987
Bobby Lettman's Ameriprise Financial Services, Inc. Experience January 2012 - April 2012
Job Professional Driver at C.R. England
Industry Transportation/Trucking/Railroad
Experience
United Natural Foods November 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - April 2012
Kenneth Cole Productions September 2011 - January 2012
adidas August 2011 - January 2012
Check City 2012 - 2012
Nike February 2010 - August 2011
US Air Force Reserve June 2004 - June 2010
Boys & Girls Club of Palm Springs February 2008 - November 2008
Miracle Springs Resort & Spa and Desert Hot Springs Spa Hotel January 2005 - February 2007
Skills
Customer Service, Sales, Visual Merchandising, Telephone Skills, Process Scheduler, Data Entry, Microsoft Excel, Microsoft Word, Cpr Certified, Microsoft Office, PowerPoint, Leadership, Time Management, Outlook
Education
Crescent School of Gaming and Bartending 2010 — 2010
Bartending/Bartender
College of the Desert 2007 — 2008
Allied Health and Medical Assisting Services
Community College of the Air Force 2004 — 2006
United Natural Foods November 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - April 2012
Kenneth Cole Productions September 2011 - January 2012
adidas August 2011 - January 2012
Check City 2012 - 2012
Nike February 2010 - August 2011
US Air Force Reserve June 2004 - June 2010
Boys & Girls Club of Palm Springs February 2008 - November 2008
Miracle Springs Resort & Spa and Desert Hot Springs Spa Hotel January 2005 - February 2007
Skills
Customer Service, Sales, Visual Merchandising, Telephone Skills, Process Scheduler, Data Entry, Microsoft Excel, Microsoft Word, Cpr Certified, Microsoft Office, PowerPoint, Leadership, Time Management, Outlook
Education
Crescent School of Gaming and Bartending 2010 — 2010
Bartending/Bartender
College of the Desert 2007 — 2008
Allied Health and Medical Assisting Services
Community College of the Air Force 2004 — 2006
Cannon Quigg's Ameriprise Financial Services, Inc. Experience January 2002 - June 2004
Job Trader at Apiary Fund
Industry Investment Management
Experience
Apiary Fund March 2015 - Present
Ti Amo Vail October 2005 - March 2014
Ameriprise Financial Services, Inc. January 2002 - June 2004
First National Bank of Omaha January 1998 - April 2000
Skills
Food & Beverage, Customer Service, Restaurant Management, Restaurants, Event Planning, Hospitality
Education
Colorado State University
Business Administration - Finance
Court of Master Sommeliers
Apiary Fund March 2015 - Present
Ti Amo Vail October 2005 - March 2014
Ameriprise Financial Services, Inc. January 2002 - June 2004
First National Bank of Omaha January 1998 - April 2000
Skills
Food & Beverage, Customer Service, Restaurant Management, Restaurants, Event Planning, Hospitality
Education
Colorado State University
Business Administration - Finance
Court of Master Sommeliers
Kelsey Hurley's Ameriprise Financial Services, Inc. Experience June 2004 - March 2008
Job Wholesale Professional
Industry Wholesale
Experience
Palisade Greenhouse, Inc. 2005 - Present
Ameriprise Financial Services, Inc. June 2004 - March 2008
Education
Mesa State College 2005 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Palisade Greenhouse, Inc. 2005 - Present
Ameriprise Financial Services, Inc. June 2004 - March 2008
Education
Mesa State College 2005 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank