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,
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Tim Hutchins Tim Hutchins's Ameriprise Financial Services, Inc. Experience March 2014 - July 2014
Job Operations Finance Analyst at PPD
Industry Pharmaceuticals
Experience
PPD June 2015 - Present
UBS Wealth Management September 2014 - May 2015
Kent Homes May 2014 - May 2015
Ameriprise Financial Services, Inc. March 2014 - July 2014
84 Lumber November 2012 - August 2013
Tom Smith Trade-In Center February 2012 - September 2012
Skills
Proficient with..., Sales, Customer Service, Sales Management, Microsoft Excel, Inventory Management, Pricing, Microsoft Office, Account Management, Microsoft Word, Retail, Forecasting, Leadership, PowerPoint, Customer Satisfaction
Education
University of North Carolina at Wilmington 2013 — 2015
Bachelor of Science (BS), Finance, Economics, 3.7
Community College of Allegheny County 2009 — 2011
Associate of Science (AS), Business/Commerce, General
PPD June 2015 - Present
UBS Wealth Management September 2014 - May 2015
Kent Homes May 2014 - May 2015
Ameriprise Financial Services, Inc. March 2014 - July 2014
84 Lumber November 2012 - August 2013
Tom Smith Trade-In Center February 2012 - September 2012
Skills
Proficient with..., Sales, Customer Service, Sales Management, Microsoft Excel, Inventory Management, Pricing, Microsoft Office, Account Management, Microsoft Word, Retail, Forecasting, Leadership, PowerPoint, Customer Satisfaction
Education
University of North Carolina at Wilmington 2013 — 2015
Bachelor of Science (BS), Finance, Economics, 3.7
Community College of Allegheny County 2009 — 2011
Associate of Science (AS), Business/Commerce, General
Dennis Hendrix Dennis Hendrix's Ameriprise Financial Services, Inc. Experience
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.
Education
Columbus State University
Bachelor of Science (BS)
The University of Georgia
Master's degree, Public Administration
Ameriprise Financial Services, Inc.
Education
Columbus State University
Bachelor of Science (BS)
The University of Georgia
Master's degree, Public Administration
Yiwei (Vincent) Zhao Yiwei (Vincent) Zhao's Ameriprise Financial Services, Inc. Experience October 2012 - May 2013
Job Executive Office Associate at Bank of China
Industry Financial Services
Experience
Bank of China June 2015 - Present
Columbia University in the City of New York September 2014 - Present
KBG Fund Group 卡贝基金 September 2014 - Present
Columbia University in the City of New York April 2014 - Present
Columbia University in the City of New York February 2014 - Present
Columbia University Chinese Students and Scholars Association April 2014 - March 2015
World Financial Group, Calgary (WFG) February 2014 - August 2014
United Nations October 2013 - December 2013
Liyang Crazy English May 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - May 2013
Skills
Investments, Business Development, Leadership, Finance, Data Analysis, Works well with a team, Innovation, Diversity, Access, Financial Analysis, Financial Modeling, Chinese, Valuation, Risk Management, Statistics, Corporate Finance
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, International Finance
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
Bachelor's degree, Finance, Risk Management &Insurance, Economics, Specialization GPA: 3.9
Bank of China June 2015 - Present
Columbia University in the City of New York September 2014 - Present
KBG Fund Group 卡贝基金 September 2014 - Present
Columbia University in the City of New York April 2014 - Present
Columbia University in the City of New York February 2014 - Present
Columbia University Chinese Students and Scholars Association April 2014 - March 2015
World Financial Group, Calgary (WFG) February 2014 - August 2014
United Nations October 2013 - December 2013
Liyang Crazy English May 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - May 2013
Skills
Investments, Business Development, Leadership, Finance, Data Analysis, Works well with a team, Innovation, Diversity, Access, Financial Analysis, Financial Modeling, Chinese, Valuation, Risk Management, Statistics, Corporate Finance
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, International Finance
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
Bachelor's degree, Finance, Risk Management &Insurance, Economics, Specialization GPA: 3.9
Sam Swenson Sam Swenson's Ameriprise Financial Services, Inc. Experience July 2010 - November 2010
Job Enterprise Truck Rental
Industry Transportation/Trucking/Railroad
Experience
Enterprise Truck Rental July 2014 - Present
Enterprise Rent-A-Car February 2012 - July 2014
Sprint July 2011 - January 2012
BIZX, LLC November 2010 - April 2011
Ameriprise Financial Services, Inc. July 2010 - November 2010
K&L Construction October 2008 - June 2010
Mt. Gilead Bible Camp August 2005 - May 2007
Skills
Sales, Customer Service, Leadership, B2B, Social Media Marketing, Social Media, Marketing, Social Networking, Management, Team Building, Community Outreach, Construction, Residential Homes, SEO, Facebook, Marketing Communications, Online Advertising, New Business Development, Program Management, Leadership Development, Advertising, Google Analytics, Copywriting, Digital Marketing, Google Adwords, Business Relationship..., Conflict Resolution, Customer Satisfaction, Sales Management, Microsoft CRM
Education
Corban University 1999 — 2003
Bachelor of Science (B.S.), Intercultural/Multicultural and Diversity Studies
Enterprise Truck Rental July 2014 - Present
Enterprise Rent-A-Car February 2012 - July 2014
Sprint July 2011 - January 2012
BIZX, LLC November 2010 - April 2011
Ameriprise Financial Services, Inc. July 2010 - November 2010
K&L Construction October 2008 - June 2010
Mt. Gilead Bible Camp August 2005 - May 2007
Skills
Sales, Customer Service, Leadership, B2B, Social Media Marketing, Social Media, Marketing, Social Networking, Management, Team Building, Community Outreach, Construction, Residential Homes, SEO, Facebook, Marketing Communications, Online Advertising, New Business Development, Program Management, Leadership Development, Advertising, Google Analytics, Copywriting, Digital Marketing, Google Adwords, Business Relationship..., Conflict Resolution, Customer Satisfaction, Sales Management, Microsoft CRM
Education
Corban University 1999 — 2003
Bachelor of Science (B.S.), Intercultural/Multicultural and Diversity Studies
Kristen Solbrack Kristen Solbrack's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Concordia College Math Department September 2012 - Present
Oak Ridge Country Club May 2013 - August 2013
BERK Manufacturing May 2012 - August 2012
Starlite 5 Drive-In Theater June 2011 - August 2012
Skills
Organization, Work Ethic, Microsoft Office, PowerPoint, Telephone Skills, Planning, Customer Service, Analytics, Time Management, Problem Solving, Teamwork, Communication
Education
Concordia College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Litchfield High School 2007 — 2011
Ameriprise Financial Services, Inc. May 2014 - Present
Concordia College Math Department September 2012 - Present
Oak Ridge Country Club May 2013 - August 2013
BERK Manufacturing May 2012 - August 2012
Starlite 5 Drive-In Theater June 2011 - August 2012
Skills
Organization, Work Ethic, Microsoft Office, PowerPoint, Telephone Skills, Planning, Customer Service, Analytics, Time Management, Problem Solving, Teamwork, Communication
Education
Concordia College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Litchfield High School 2007 — 2011
Shane Kennedy, CMFC®, CRPC® Shane Kennedy, CMFC®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2006 - December 2006
Job Regional Vice President at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US December 2011 - Present
Columbia Threadneedle Investments, US July 2007 - December 2011
Columbia Threadneedle Investments, US January 2007 - July 2007
Ameriprise Financial Services, Inc. August 2006 - December 2006
Skills
Asset Management, Mutual Funds, Model Portfolios, Portfolio Management, Investments, 401k, IRAs, Equities, Fixed Income, 401k Rollovers, Roth IRA, 529 Plans, Alternative Investments, Asset Gathering, Series 7, Asset Allocation
Education
Concordia University 2000 — 2004
Bachelor of Arts (B.A.)
Columbia Threadneedle Investments, US December 2011 - Present
Columbia Threadneedle Investments, US July 2007 - December 2011
Columbia Threadneedle Investments, US January 2007 - July 2007
Ameriprise Financial Services, Inc. August 2006 - December 2006
Skills
Asset Management, Mutual Funds, Model Portfolios, Portfolio Management, Investments, 401k, IRAs, Equities, Fixed Income, 401k Rollovers, Roth IRA, 529 Plans, Alternative Investments, Asset Gathering, Series 7, Asset Allocation
Education
Concordia University 2000 — 2004
Bachelor of Arts (B.A.)
Aaron B. Sorenson's Ameriprise Financial Services, Inc. Experience August 2004 - March 2005
Job Student, Concordia University
Industry Accounting
Experience
Bank of the West May 2012 - September 2013
Chase February 2010 - May 2012
Bank of America July 2009 - February 2010
New York Life Insurance Company September 2008 - July 2009
New England Financial April 2007 - September 2008
Washington Mutual March 2005 - April 2007
Ameriprise Financial Services, Inc. August 2004 - March 2005
Target August 1992 - April 2004
Skills
Investments, Insurance, Financial Services, Banking, Accounting, Financial Reporting, Customer Service, PowerPoint
Education
Concordia University-Portland 2015 — 2017
Bachelor’s Degree, Accounting
Portland Community College 2013 — 2015
Associate’s Degree, Accounting, 4.0 GPA
Bank of the West May 2012 - September 2013
Chase February 2010 - May 2012
Bank of America July 2009 - February 2010
New York Life Insurance Company September 2008 - July 2009
New England Financial April 2007 - September 2008
Washington Mutual March 2005 - April 2007
Ameriprise Financial Services, Inc. August 2004 - March 2005
Target August 1992 - April 2004
Skills
Investments, Insurance, Financial Services, Banking, Accounting, Financial Reporting, Customer Service, PowerPoint
Education
Concordia University-Portland 2015 — 2017
Bachelor’s Degree, Accounting
Portland Community College 2013 — 2015
Associate’s Degree, Accounting, 4.0 GPA
Laurie Raske's Ameriprise Financial Services, Inc. Experience December 1997 - September 2000
Job Program Manager
Industry Program Development
Experience
Laura J. Raske, Inc. March 1998 - Present
Allianz Life May 2015 - September 2015
Digineer December 2012 - December 2014
Express Scripts December 2012 - December 2014
Computer Training International, Inc. (CTI) March 1998 - December 2002
US Bank December 2000 - September 2002
IBM January 1999 - September 2000
Ameriprise Financial Services, Inc. December 1997 - September 2000
Minnesota School of Business July 1996 - January 1997
Perry Ellis International November 1991 - February 1993
Skills
Project Management, Program Management, Software Documentation, Leadership, Technical Writing, Software Project..., Integration, Cross-functional Team..., SDLC, Hands-on Training, Training, Agile Methodologies, Software Training, Staff Training, Coaching Staff - Totino..., Capability Development, Strategic Planning, Business Process Design, Healthcare Information..., Management, Process Improvement, Analysis, Change Management, PMO, Strategy, Consulting, Business Analysis, Vendor Management, Visio, Requirements Analysis, Business Process..., Customer Service
Education
University of St. Thomas 2010 — 2017
Master's Degree, Masters of Science and Software Management, 3.0 GPA
Concordia College 1987 — 1991
Bachelor's Degree, International Business and Spanish, 3.0 GPA
Universidad de las Americas 1990 — 1990
Specialty in International Business, International Business, 4.0
Laura J. Raske, Inc. March 1998 - Present
Allianz Life May 2015 - September 2015
Digineer December 2012 - December 2014
Express Scripts December 2012 - December 2014
Computer Training International, Inc. (CTI) March 1998 - December 2002
US Bank December 2000 - September 2002
IBM January 1999 - September 2000
Ameriprise Financial Services, Inc. December 1997 - September 2000
Minnesota School of Business July 1996 - January 1997
Perry Ellis International November 1991 - February 1993
Skills
Project Management, Program Management, Software Documentation, Leadership, Technical Writing, Software Project..., Integration, Cross-functional Team..., SDLC, Hands-on Training, Training, Agile Methodologies, Software Training, Staff Training, Coaching Staff - Totino..., Capability Development, Strategic Planning, Business Process Design, Healthcare Information..., Management, Process Improvement, Analysis, Change Management, PMO, Strategy, Consulting, Business Analysis, Vendor Management, Visio, Requirements Analysis, Business Process..., Customer Service
Education
University of St. Thomas 2010 — 2017
Master's Degree, Masters of Science and Software Management, 3.0 GPA
Concordia College 1987 — 1991
Bachelor's Degree, International Business and Spanish, 3.0 GPA
Universidad de las Americas 1990 — 1990
Specialty in International Business, International Business, 4.0
Chathurika Samarasekera's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job HR Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Liyanage & Co July 2012 - March 2013
Ameriprise Financial Services, Inc. October 2011 - July 2012
Wells Fargo September 2008 - October 2011
People's bank of Sri Lanka August 2000 - May 2005
Skills
Finance, Human Resources, Insurance, Process Improvement
Education
Concordia University-St. Paul 2009 — 2012
Master of Arts (MA), Human Resources Management and Services
University of Colombo 2002 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
Ameriprise Financial Services, Inc. April 2013 - Present
Liyanage & Co July 2012 - March 2013
Ameriprise Financial Services, Inc. October 2011 - July 2012
Wells Fargo September 2008 - October 2011
People's bank of Sri Lanka August 2000 - May 2005
Skills
Finance, Human Resources, Insurance, Process Improvement
Education
Concordia University-St. Paul 2009 — 2012
Master of Arts (MA), Human Resources Management and Services
University of Colombo 2002 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
Rosemary B. Galloway, CFP®, MBA Rosemary B. Galloway, CFP®, MBA's Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Self Employed 1989 - 2002
Goldman Sachs 1978 - 1989
Crocker National Bank (acquired by Wells Fargo) 1976 - 1978
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Ameriprise Financial Services, Inc. 2002 - Present
Self Employed 1989 - 2002
Goldman Sachs 1978 - 1989
Crocker National Bank (acquired by Wells Fargo) 1976 - 1978
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Robert Gozlo Robert Gozlo's Ameriprise Financial Services, Inc. Experience 1998 - 2005
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
OptumInsight-UnitedHealth Group 2007 - Present
Deluxe Corporation 2005 - 2007
Ameriprise Financial Services, Inc. 1998 - 2005
Skills
Healthcare, •Strategic Planning &..., •Budgeting & Cost..., •Profitability & Cost..., Financial Modeling, •Process Design &..., •Project Management, •Procurement -..., •Systems & Technology..., •Team Building &..., •Lead Presentations of..., •Acquisition..., Cross-functional Team..., Business Process..., Process Improvement, Program Management, Data Analysis, Analysis, Leadership, Finance, Strategic Planning, Project Management, Business Analysis
Education
University of Minnesota-Twin Cities
MBA, Finance IP
Concordia University-St. Paul
Marketing Management/Finance
Minnesota State University, Moorhead
Engineering
PMP Training
OptumInsight-UnitedHealth Group 2007 - Present
Deluxe Corporation 2005 - 2007
Ameriprise Financial Services, Inc. 1998 - 2005
Skills
Healthcare, •Strategic Planning &..., •Budgeting & Cost..., •Profitability & Cost..., Financial Modeling, •Process Design &..., •Project Management, •Procurement -..., •Systems & Technology..., •Team Building &..., •Lead Presentations of..., •Acquisition..., Cross-functional Team..., Business Process..., Process Improvement, Program Management, Data Analysis, Analysis, Leadership, Finance, Strategic Planning, Project Management, Business Analysis
Education
University of Minnesota-Twin Cities
MBA, Finance IP
Concordia University-St. Paul
Marketing Management/Finance
Minnesota State University, Moorhead
Engineering
PMP Training
Robert Kennelly Robert Kennelly's Ameriprise Financial Services, Inc. Experience June 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2004 - Present
Catharsis Medical Technology September 1999 - April 2003
ILC Data Device Corp June 1987 - August 1997
Data Device Corporation 1987 - 1997
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Marketing/Finance
Columbia University in the City of New York 1977 — 1984
BS, MBA, EE, Marketing, Finance
Ameriprise Financial Services, Inc. June 2004 - Present
Catharsis Medical Technology September 1999 - April 2003
ILC Data Device Corp June 1987 - August 1997
Data Device Corporation 1987 - 1997
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Marketing/Finance
Columbia University in the City of New York 1977 — 1984
BS, MBA, EE, Marketing, Finance
Robert W. Rosenblum Robert W. Rosenblum's Ameriprise Financial Services, Inc. Experience 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1992 - Present
Ameriprise Financial Services, Inc. 2000 - 2008
Simmons College 1987 - 1992
University of Wisconsin Milwaukee 1982 - 1987
Education
Columbia University Mailman School of Public Health 1976 — 1979
Doctor of Public Health Dr. P.H., Public Health
University of Maryland College Park 1969 — 1972
Bachelor of Arts (B.A.), History
Ameriprise Financial Services, Inc. 1992 - Present
Ameriprise Financial Services, Inc. 2000 - 2008
Simmons College 1987 - 1992
University of Wisconsin Milwaukee 1982 - 1987
Education
Columbia University Mailman School of Public Health 1976 — 1979
Doctor of Public Health Dr. P.H., Public Health
University of Maryland College Park 1969 — 1972
Bachelor of Arts (B.A.), History
Jill Riley Jill Riley's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. 2010 - June 2012
Ameriprise Financial Services, Inc. 2006 - 2009
Skills
Service Delivery, Series 7, Asset Allocation, Business Process..., Change Management, FINRA, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Project Management, Relationship Management, Retirement, Risk Management, Securities, Vendor Management
Education
Concordia College 1989 — 1993
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. 2010 - June 2012
Ameriprise Financial Services, Inc. 2006 - 2009
Skills
Service Delivery, Series 7, Asset Allocation, Business Process..., Change Management, FINRA, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Project Management, Relationship Management, Retirement, Risk Management, Securities, Vendor Management
Education
Concordia College 1989 — 1993
Christopher Beck, MBA Christopher Beck, MBA's Ameriprise Financial Services, Inc. Experience November 2011 - June 2013
Job Independent Financial Advisor at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management November 2014 - Present
Greater Midwest Financial Group August 2013 - October 2014
Ameriprise Financial Services, Inc. November 2011 - June 2013
Lyon's Pub September 2002 - November 2011
Bennigan's Grill and Tavern March 1996 - August 2002
KFAN Radio August 1993 - January 1996
KOLV Radio January 1992 - January 1993
Skills
Insurance, Portfolio Management, Wealth Preservation..., Financial Analysis, Financial Advisory, Series 7, Series 63, Investments, Financial Services, Retirement Planning, Financial Planning, Wealth, Management, Mutual Funds, Finance, Family Finances, Wealth Management, Securities, Leadership, Customer Service, Retirement, Strategic Planning
Education
Concordia University-St. Paul 2008 — 2010
Masters Degree, Business Administration
Concordia University-St. Paul 2006 — 2008
B.S., Organizational Management and Communications
Brown Institute 1992 — 1992
A.S. degree, Broadcast Journalism
University of Saint Thomas 1988 — 1990
General Studies
Benilde St. Margaret's 1984 — 1988
H.S. Diploma
Clay Junior High
Diversified Wealth Management November 2014 - Present
Greater Midwest Financial Group August 2013 - October 2014
Ameriprise Financial Services, Inc. November 2011 - June 2013
Lyon's Pub September 2002 - November 2011
Bennigan's Grill and Tavern March 1996 - August 2002
KFAN Radio August 1993 - January 1996
KOLV Radio January 1992 - January 1993
Skills
Insurance, Portfolio Management, Wealth Preservation..., Financial Analysis, Financial Advisory, Series 7, Series 63, Investments, Financial Services, Retirement Planning, Financial Planning, Wealth, Management, Mutual Funds, Finance, Family Finances, Wealth Management, Securities, Leadership, Customer Service, Retirement, Strategic Planning
Education
Concordia University-St. Paul 2008 — 2010
Masters Degree, Business Administration
Concordia University-St. Paul 2006 — 2008
B.S., Organizational Management and Communications
Brown Institute 1992 — 1992
A.S. degree, Broadcast Journalism
University of Saint Thomas 1988 — 1990
General Studies
Benilde St. Margaret's 1984 — 1988
H.S. Diploma
Clay Junior High
Marcia Adelson Marcia Adelson's Ameriprise Financial Services, Inc. Experience 1990 - 2002
Job Attorney/Mediator/Arbitrator Facilitating Resolution through Understanding, Respect and Practicality
Industry Alternative Dispute Resolution
Experience
Marcia L. Adelson, Esq, April 2003 - Present
Eppenstein and Eppenstein 2008 - 2013
Ameriprise Financial Services, Inc. 1990 - 2002
Skills
Litigation, Commercial Litigation, Legal Writing, Civil Litigation, Legal Research, Appeals, Arbitration, Securities Litigation, Class Actions, Securities Regulation, Securities, Dispute, Dispute Resolution, Trade Secrets, Corporate Law
Education
Pace University School of Law 1999 — 2002
JD, Law
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Swarthmore College 1979 — 1983
BA, Economics, Public Policy
Marcia L. Adelson, Esq, April 2003 - Present
Eppenstein and Eppenstein 2008 - 2013
Ameriprise Financial Services, Inc. 1990 - 2002
Skills
Litigation, Commercial Litigation, Legal Writing, Civil Litigation, Legal Research, Appeals, Arbitration, Securities Litigation, Class Actions, Securities Regulation, Securities, Dispute, Dispute Resolution, Trade Secrets, Corporate Law
Education
Pace University School of Law 1999 — 2002
JD, Law
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Swarthmore College 1979 — 1983
BA, Economics, Public Policy
Jim Willeck Jim Willeck's Ameriprise Financial Services, Inc. Experience July 2013 - February 2014
Job IT Service Management Expert
Industry Management Consulting
Experience
Hennepin County February 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - February 2014
ShadowIT LTD August 2011 - February 2014
Hennepin County 2014 - 2014
Life Time Fitness August 2012 - July 2013
Hennepin County January 2012 - March 2013
SafeNet Consulting August 2011 - December 2011
Target Corporation December 2007 - July 2011
UnitedHealth Group December 2006 - October 2007
UnitedHealth Group January 2003 - November 2006
Skills
Business Process..., Process Improvement, ITIL, IT Service Management, Executive Coaching, Customer Service, Key Account Management, Leadership, IT Operations, PMP, IT Transformation, Training Delivery, Acquisition Integration, Outsourcing, IT Management, Team Building, Performance Management, Business Intelligence, Integration, Management Consulting, Change Management, Project Portfolio..., Business Development, Program / Project..., CRM, IT Strategy, Problem Solving, Major Accounts, Major Incident..., Strategic Thinking
Education
Coach Inc - University 2011 — 2012
Execuive Coach
Hennepin Technical College 2000 — 2000
Fire Fighter I & II Certification, Fire Science/Fire-fighting, A
Concordia University-St. Paul 1994 — 1995
Organizational Change and Communications
Dunwoody 1984 — 1986
2 Yr AAS, Computer and Electronics
University of Minnesota Duluth 1980 — 1982
Electrical Engineer
Concordia College
a bachelors' degree, Organizational Management and Communications; remain
Dunwoody Institute
Computer Science certificate - Associates of Science
University of Minnesota
Electrical Engineering
Hennepin County February 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - February 2014
ShadowIT LTD August 2011 - February 2014
Hennepin County 2014 - 2014
Life Time Fitness August 2012 - July 2013
Hennepin County January 2012 - March 2013
SafeNet Consulting August 2011 - December 2011
Target Corporation December 2007 - July 2011
UnitedHealth Group December 2006 - October 2007
UnitedHealth Group January 2003 - November 2006
Skills
Business Process..., Process Improvement, ITIL, IT Service Management, Executive Coaching, Customer Service, Key Account Management, Leadership, IT Operations, PMP, IT Transformation, Training Delivery, Acquisition Integration, Outsourcing, IT Management, Team Building, Performance Management, Business Intelligence, Integration, Management Consulting, Change Management, Project Portfolio..., Business Development, Program / Project..., CRM, IT Strategy, Problem Solving, Major Accounts, Major Incident..., Strategic Thinking
Education
Coach Inc - University 2011 — 2012
Execuive Coach
Hennepin Technical College 2000 — 2000
Fire Fighter I & II Certification, Fire Science/Fire-fighting, A
Concordia University-St. Paul 1994 — 1995
Organizational Change and Communications
Dunwoody 1984 — 1986
2 Yr AAS, Computer and Electronics
University of Minnesota Duluth 1980 — 1982
Electrical Engineer
Concordia College
a bachelors' degree, Organizational Management and Communications; remain
Dunwoody Institute
Computer Science certificate - Associates of Science
University of Minnesota
Electrical Engineering
Christian Achilles Christian Achilles's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Student at University of Pittsburgh
Industry Higher Education
Experience
South Park School District September 2013 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Allegheny County May 2007 - Present
University of Pittsburgh August 2012 - April 2014
Skills
Leadership, Team Leadership, Customer Service, Financial Forecasting, Microsoft Excel, Time Management, Teamwork, Research
Education
Community College of Allegheny County 2010 — 2012
Associate of Science (A.S.), Business Administration
University of Pittsburgh
University of Pittsburgh
South Park School District September 2013 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Allegheny County May 2007 - Present
University of Pittsburgh August 2012 - April 2014
Skills
Leadership, Team Leadership, Customer Service, Financial Forecasting, Microsoft Excel, Time Management, Teamwork, Research
Education
Community College of Allegheny County 2010 — 2012
Associate of Science (A.S.), Business Administration
University of Pittsburgh
University of Pittsburgh
Kevin Rush CRPC®, CRPS® Kevin Rush CRPC®, CRPS®'s Ameriprise Financial Services, Inc. Experience May 2011 - November 2012
Job Kevin Rush
Industry Financial Services
Experience
The DeHayes Group November 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2012
Skills
401k, Retirement Planning, Retirement, Leadership
Education
Concordia University-River Forest 2007 — 2011
Bachelor of Arts, Accounting, Business Management
The DeHayes Group November 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2012
Skills
401k, Retirement Planning, Retirement, Leadership
Education
Concordia University-River Forest 2007 — 2011
Bachelor of Arts, Accounting, Business Management
Peter Cina Peter Cina's Ameriprise Financial Services, Inc. Experience March 2009 - March 2011
Job IT Architecture Consultant, Enterprise Engineering Services UHG/Optum
Industry Information Technology and Services
Experience
UHG (Unified Healthcare Group) December 2014 - Present
Fulcrum Consulting March 2011 - December 2014
Ameriprise Financial March 2009 - March 2011
Ameriprise Financial Services, Inc. March 2009 - March 2011
TEK Systems October 2008 - March 2011
Faegre & Benson LLP February 2009 - March 2009
Connexions Travel Loyalty Services October 2008 - January 2009
Fulcrum Consulting May 2007 - October 2008
RBC Dain Rauscher May 2007 - October 2008
Wells Fargo 2001 - 2007
Skills
Security, Cloud Computing, Servers, Business Analysis, Networking, Windows, Visio, Windows Server, Data Center, Microsoft SQL Server, Disaster Recovery, Integration, Quality Assurance, SDLC, SOA, Enterprise Architecture, Data Warehousing, Enterprise Software, Requirements Analysis, VMware, Active Directory, Infrastructure, Vendor Management, Software Documentation, Agile Methodologies
Education
Concordia College 1985 — 1990
Bachlor of Arts
Benson Senior High 1981 — 1985
UHG (Unified Healthcare Group) December 2014 - Present
Fulcrum Consulting March 2011 - December 2014
Ameriprise Financial March 2009 - March 2011
Ameriprise Financial Services, Inc. March 2009 - March 2011
TEK Systems October 2008 - March 2011
Faegre & Benson LLP February 2009 - March 2009
Connexions Travel Loyalty Services October 2008 - January 2009
Fulcrum Consulting May 2007 - October 2008
RBC Dain Rauscher May 2007 - October 2008
Wells Fargo 2001 - 2007
Skills
Security, Cloud Computing, Servers, Business Analysis, Networking, Windows, Visio, Windows Server, Data Center, Microsoft SQL Server, Disaster Recovery, Integration, Quality Assurance, SDLC, SOA, Enterprise Architecture, Data Warehousing, Enterprise Software, Requirements Analysis, VMware, Active Directory, Infrastructure, Vendor Management, Software Documentation, Agile Methodologies
Education
Concordia College 1985 — 1990
Bachlor of Arts
Benson Senior High 1981 — 1985
Jeremy Dobson Jeremy Dobson's Ameriprise Financial Services, Inc. Experience May 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2005 - Present
Self Employed January 1998 - February 2012
Skills
Retirement Planning, Series 7, Wealth Management, Customer Service, Financial Planning, Estate Planning, Investments, Strategic Financial..., Mutual Funds, Leadership, Retirement
Education
University of Minnesota-Twin Cities 2002 — 2005
Bachlors of Science, Business and Economics
Cornell College 1995 — 1997
Ameriprise Financial Services, Inc. May 2005 - Present
Self Employed January 1998 - February 2012
Skills
Retirement Planning, Series 7, Wealth Management, Customer Service, Financial Planning, Estate Planning, Investments, Strategic Financial..., Mutual Funds, Leadership, Retirement
Education
University of Minnesota-Twin Cities 2002 — 2005
Bachlors of Science, Business and Economics
Cornell College 1995 — 1997
Kari Beth Shobe Kari Beth Shobe's Ameriprise Financial Services, Inc. Experience October 2013 - December 2013
Job Server at Texas Roadhouse
Industry Primary/Secondary Education
Experience
Texas Roadhouse July 2015 - Present
Tommy's Central Street Steakhouse June 2014 - November 2014
Ameriprise Financial Services, Inc. October 2013 - December 2013
LeftFoot Coaching Academy April 2013 - September 2013
Lewistown Public School District September 2012 - March 2013
Boys and Girls Club of Lewistown August 2012 - March 2013
Shobe Auction & Realty 1997 - March 2013
SPEC Catholic Youth Retreat Centre November 2011 - July 2012
ELCA Young Adults in Global Mission August 2010 - July 2011
Concordia College Campus Ministry September 2008 - May 2010
Skills
Social Media, Public Speaking, Event Planning, Microsoft Office, Teaching, Leading Groups, Youth Ministry, Photography, Event Management, Facebook, Leadership Development, Social Networking, Microsoft Word, Community Outreach, Leadership, Outlook, PowerPoint, Blogging, Microsoft Excel, Fundraising, Customer Service, Higher Education, Training, Nonprofits, Time Management, Volunteer Management
Education
New Mexico State University 2014 — 2016
Master of Education (M.Ed.), Elementary Education and Teaching
Concordia College 2006 — 2010
B.A., Religion, Psychology(emphasis in Youth Ministry)
Fergus High School 2002 — 2006
Texas Roadhouse July 2015 - Present
Tommy's Central Street Steakhouse June 2014 - November 2014
Ameriprise Financial Services, Inc. October 2013 - December 2013
LeftFoot Coaching Academy April 2013 - September 2013
Lewistown Public School District September 2012 - March 2013
Boys and Girls Club of Lewistown August 2012 - March 2013
Shobe Auction & Realty 1997 - March 2013
SPEC Catholic Youth Retreat Centre November 2011 - July 2012
ELCA Young Adults in Global Mission August 2010 - July 2011
Concordia College Campus Ministry September 2008 - May 2010
Skills
Social Media, Public Speaking, Event Planning, Microsoft Office, Teaching, Leading Groups, Youth Ministry, Photography, Event Management, Facebook, Leadership Development, Social Networking, Microsoft Word, Community Outreach, Leadership, Outlook, PowerPoint, Blogging, Microsoft Excel, Fundraising, Customer Service, Higher Education, Training, Nonprofits, Time Management, Volunteer Management
Education
New Mexico State University 2014 — 2016
Master of Education (M.Ed.), Elementary Education and Teaching
Concordia College 2006 — 2010
B.A., Religion, Psychology(emphasis in Youth Ministry)
Fergus High School 2002 — 2006
John Whiteknight, CFP, CLU, ChFC John Whiteknight, CFP, CLU, ChFC's Ameriprise Financial Services, Inc. Experience June 2012 - August 2013
Job Sales Manager, Wealth Accumulation at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
Todd Bender, CRPC® Todd Bender, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2000 - Present
Job Financial Advisor Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2000 - Present
United States Air Force January 1975 - July 1995
Education
Wayland Baptist University
B.B.S., Business Management, Hospitality Management
Community College of the Air Force
A.A.S., Restaurant Management
The University of Texas at Austin
UT CFP Grad Program
Ameriprise Financial Services, Inc. March 2000 - Present
United States Air Force January 1975 - July 1995
Education
Wayland Baptist University
B.B.S., Business Management, Hospitality Management
Community College of the Air Force
A.A.S., Restaurant Management
The University of Texas at Austin
UT CFP Grad Program
Ben Ankrum Ben Ankrum's Ameriprise Financial Services, Inc. Experience October 2007 - Present
Job Financial Advisor at Ed Ankrum & Associates a Private Wealth Advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2007 - Present
Education
Minnesota State University, Moorhead 2001 — 2003
Bachelors of Science, Marketing, Mass Communications
Concordia College 1999 — 2000
Ameriprise Financial Services, Inc. October 2007 - Present
Education
Minnesota State University, Moorhead 2001 — 2003
Bachelors of Science, Marketing, Mass Communications
Concordia College 1999 — 2000
Ralph Bledsoe's Ameriprise Financial Services, Inc. Experience September 2010 - October 2011
Job Physics and Chemistry Teacher at Andover High School
Industry Primary/Secondary Education
Experience
Town of Andover August 2014 - Present
Boston Public Schools September 2012 - June 2014
Boston Public Schools January 2014 - January 2014
Boston Public Schools June 2013 - July 2013
Boston Public Schools March 2013 - May 2013
Andover High School November 2012 - May 2013
Andover High School June 2012 - June 2012
Andover Public Schools October 2011 - June 2012
Ameriprise Financial Services, Inc. September 2010 - October 2011
Phillips Academy June 2002 - August 2004
Skills
Teachers, Project Planning, Marketing, Troubleshooting, Time Management, Curriculum Development, Teaching, Curriculum Design, Public Speaking, Research, Microsoft Office, Fundraising, Tutoring, Educational Technology, Editing, Instructional Design, Microsoft Word, Microsoft Excel, Proofreading, College Teaching, Higher Education, Leadership, Classroom, Community Outreach, Staff Development, Nonprofits, Grant Writing, Program Development, Leadership Development, Teacher Training, Adult Education, Educational Leadership, E-Learning, Training, Volunteer Management, Event Planning, Career Counseling, Program Evaluation, Instructional Technology, Student Affairs, Special Education, Coaching, Workshop Facilitation, Student Development, Lesson Planning, Grants, Policy
Education
University of Massachusetts, Amherst 1995 — 1999
Master of Education, Educational Administration
University of Southern California 1979 — 1983
Bachelor of Science, Chemistry
Columbia University in the City of New York
Klingenstein Summer Institute, Teachers College
NMH
NMH
NMH
NMH
NMH
Town of Andover August 2014 - Present
Boston Public Schools September 2012 - June 2014
Boston Public Schools January 2014 - January 2014
Boston Public Schools June 2013 - July 2013
Boston Public Schools March 2013 - May 2013
Andover High School November 2012 - May 2013
Andover High School June 2012 - June 2012
Andover Public Schools October 2011 - June 2012
Ameriprise Financial Services, Inc. September 2010 - October 2011
Phillips Academy June 2002 - August 2004
Skills
Teachers, Project Planning, Marketing, Troubleshooting, Time Management, Curriculum Development, Teaching, Curriculum Design, Public Speaking, Research, Microsoft Office, Fundraising, Tutoring, Educational Technology, Editing, Instructional Design, Microsoft Word, Microsoft Excel, Proofreading, College Teaching, Higher Education, Leadership, Classroom, Community Outreach, Staff Development, Nonprofits, Grant Writing, Program Development, Leadership Development, Teacher Training, Adult Education, Educational Leadership, E-Learning, Training, Volunteer Management, Event Planning, Career Counseling, Program Evaluation, Instructional Technology, Student Affairs, Special Education, Coaching, Workshop Facilitation, Student Development, Lesson Planning, Grants, Policy
Education
University of Massachusetts, Amherst 1995 — 1999
Master of Education, Educational Administration
University of Southern California 1979 — 1983
Bachelor of Science, Chemistry
Columbia University in the City of New York
Klingenstein Summer Institute, Teachers College
NMH
NMH
NMH
NMH
NMH
Ruth Page Ruth Page's Ameriprise Financial Services, Inc. Experience October 2002 - November 2013
Job EA Master Tax Advisor at H & R Block
Industry Financial Services
Experience
H & R Block January 2003 - Present
Ameriprise Financial Services, Inc. October 2002 - November 2013
AFCO Avports Management June 2006 - October 2012
Skills
Tax Preparation, Accounts Payable, QuickBooks, Event Planning, Tax Returns, Income Tax, Non-profits, Series 7, Series 63, IRS Enrolled Agent
Education
Community College of Rhode Island
Associate's degree, Business Administration, Banking & Finance
H & R Block January 2003 - Present
Ameriprise Financial Services, Inc. October 2002 - November 2013
AFCO Avports Management June 2006 - October 2012
Skills
Tax Preparation, Accounts Payable, QuickBooks, Event Planning, Tax Returns, Income Tax, Non-profits, Series 7, Series 63, IRS Enrolled Agent
Education
Community College of Rhode Island
Associate's degree, Business Administration, Banking & Finance
John J. Nelson John J. Nelson's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors November 2005 - April 2013
United States Marine Corps May 1985 - September 2005
United Airlines December 1998 - August 2005
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master's degree, International Economic and Security Policy
University of Colorado Boulder
BA, International Relations
Darien High School, Darien CT
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors November 2005 - April 2013
United States Marine Corps May 1985 - September 2005
United Airlines December 1998 - August 2005
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master's degree, International Economic and Security Policy
University of Colorado Boulder
BA, International Relations
Darien High School, Darien CT
Scott Jenson Scott Jenson's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Wells Fargo Advisors May 2007 - August 2013
Benjamin F. Edwards & Co. March 2002 - May 2007
Piper Jaffray June 1995 - March 2002
RBC April 1994 - June 1995
Education
Concordia University-Wisconsin 1991 — 1993
Bachelor of Arts (BA), Communcations
University of Wisconsin-Milwaukee 1981 — 1983
Ameriprise Financial Services, Inc. August 2013 - Present
Wells Fargo Advisors May 2007 - August 2013
Benjamin F. Edwards & Co. March 2002 - May 2007
Piper Jaffray June 1995 - March 2002
RBC April 1994 - June 1995
Education
Concordia University-Wisconsin 1991 — 1993
Bachelor of Arts (BA), Communcations
University of Wisconsin-Milwaukee 1981 — 1983
Diana P. Greenfield Diana P. Greenfield's Ameriprise Financial Services, Inc. Experience January 2001 - February 2003
Job Experienced Supply Chain Consultant
Industry Retail
Experience
Target June 2013 - Present
Target August 2011 - June 2013
Calhoun Ventures June 2009 - August 2011
Target Distribution Centers April 2006 - May 2009
State Farm February 2003 - April 2006
Ameriprise Financial Services, Inc. January 2001 - February 2003
Skills
Negotiation, Strategic Planning, Real Estate, International Logistics, Supply Management, Multichannel, E-commerce, Retail, Interior Design, Mentoring, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Business Planning, Business Strategy, Strategy
Education
Concordia University-St. Paul 2012 — 2014
Master of Business Administration (MBA)
Western Michigan University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Target June 2013 - Present
Target August 2011 - June 2013
Calhoun Ventures June 2009 - August 2011
Target Distribution Centers April 2006 - May 2009
State Farm February 2003 - April 2006
Ameriprise Financial Services, Inc. January 2001 - February 2003
Skills
Negotiation, Strategic Planning, Real Estate, International Logistics, Supply Management, Multichannel, E-commerce, Retail, Interior Design, Mentoring, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Business Planning, Business Strategy, Strategy
Education
Concordia University-St. Paul 2012 — 2014
Master of Business Administration (MBA)
Western Michigan University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Steven Paskal, MBA, CDFA, CPA Steven Paskal, MBA, CDFA, CPA's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Financial Advisor at Ameriprise Financial ,Certified Divorce Financial Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2012 - Present
Skills
Investments, Retirement Planning, Financial Planning, Finance, Retirement, Portfolio Management, Insurance, Series 7, Financial Services, Mutual Funds, Wealth Management
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Fordham University
Master of Business Administration (MBA), Finance, General
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2012 - Present
Skills
Investments, Retirement Planning, Financial Planning, Finance, Retirement, Portfolio Management, Insurance, Series 7, Financial Services, Mutual Funds, Wealth Management
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Fordham University
Master of Business Administration (MBA), Finance, General
Jonathan Illian Jonathan Illian's Ameriprise Financial Services, Inc. Experience November 1999 - January 2007
Job Middle School Teacher/Webmaster
Industry Primary/Secondary Education
Experience
Heavenly Host Lutheran School July 2013 - Present
Self-employed April 2004 - Present
Central Lutheran School July 2006 - June 2013
Ameriprise Financial Services, Inc. November 1999 - January 2007
Hope Lutheran School - Pompano Beach, FL August 1995 - August 1997
Denver High School 1984 - 1988
Skills
Elementary Education, Communication, Successful Business..., Owner-managed businesses, Webmaster Services, Website Development, Computer-savvy, QuickBooks, Public Speaking, Social Media
Education
Concordia University-Portland 2014 — 2015
Master's Degree, Curriculum and Instruction and Technology/eLearning, 3.97 GPA
Concordia University-St. Paul 1988 — 1995
Elementary Education and Communication, Elementary Education and Communication
Heavenly Host Lutheran School July 2013 - Present
Self-employed April 2004 - Present
Central Lutheran School July 2006 - June 2013
Ameriprise Financial Services, Inc. November 1999 - January 2007
Hope Lutheran School - Pompano Beach, FL August 1995 - August 1997
Denver High School 1984 - 1988
Skills
Elementary Education, Communication, Successful Business..., Owner-managed businesses, Webmaster Services, Website Development, Computer-savvy, QuickBooks, Public Speaking, Social Media
Education
Concordia University-Portland 2014 — 2015
Master's Degree, Curriculum and Instruction and Technology/eLearning, 3.97 GPA
Concordia University-St. Paul 1988 — 1995
Elementary Education and Communication, Elementary Education and Communication
Deb MacLean Deb MacLean's Ameriprise Financial Services, Inc. Experience March 2004 - Present
Job Bueno Y Sano Restaurants, Community Affairs
Industry Marketing and Advertising
Experience
Saravia Family Restaurants, Inc. March 2011 - Present
Bueno Y Sano Restaurants, Good & Healthy, Inc. April 2008 - Present
Ameriprise Financial Services, Inc. March 2004 - Present
Skills
Fundraising, Social Networking, Non-profits, Marketing, Public Relations, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, QuickBooks, Purchasing, Facebook, Public Speaking, Small Business, Nonprofits, Strategy, Research, Leadership, Budgets, Event Management, Management
Education
Connecticut College 1981 — 1985
BA, Studio Art, Minor Zoology
Hamilton-Wenham Regional High School 1977 — 1981
Diploma with Honors, Art, Biology
Saravia Family Restaurants, Inc. March 2011 - Present
Bueno Y Sano Restaurants, Good & Healthy, Inc. April 2008 - Present
Ameriprise Financial Services, Inc. March 2004 - Present
Skills
Fundraising, Social Networking, Non-profits, Marketing, Public Relations, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, QuickBooks, Purchasing, Facebook, Public Speaking, Small Business, Nonprofits, Strategy, Research, Leadership, Budgets, Event Management, Management
Education
Connecticut College 1981 — 1985
BA, Studio Art, Minor Zoology
Hamilton-Wenham Regional High School 1977 — 1981
Diploma with Honors, Art, Biology
Barbara Hollis Shingler Barbara Hollis Shingler's Ameriprise Financial Services, Inc. Experience 2004 - 2007
Job Financial Advisor
Industry Financial Services
Experience
Hollis-Shingler Tax Services 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2007
Shingler-Hollis Investment Group 1984 - 1995
Skills
Series 7, Retirement Planning, Financial Advisory, Annuities, Investment Advisory
Education
Morgan State University 2009 — 2011
Industrial Engineering
Coppin State University 1970 — 1974
B.S., Mathematics
Wilberforce University 1966 — 1967
Hollis-Shingler Tax Services 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2007
Shingler-Hollis Investment Group 1984 - 1995
Skills
Series 7, Retirement Planning, Financial Advisory, Annuities, Investment Advisory
Education
Morgan State University 2009 — 2011
Industrial Engineering
Coppin State University 1970 — 1974
B.S., Mathematics
Wilberforce University 1966 — 1967
Alexandria Leonhardt Alexandria Leonhardt's Ameriprise Financial Services, Inc. Experience March 2014 - September 2014
Job Assistant Scientist at PPD
Industry Pharmaceuticals
Experience
PPD September 2014 - Present
Ameriprise Financial Services, Inc. March 2014 - September 2014
Cornell College- Health and Counselling Center September 2011 - December 2013
Universiyt of Iowa, College of Public Health September 2013 - October 2013
Ozaukee Count Public Health Department June 2012 - July 2012
Education
Cornell College 2010 — 2013
Biochemistry and Molecular Biology with an emphasis in public health, biology, chemistry, statistics, and economcis, 3.6
University of Iowa 2013 — 2013
Iowa Summer Institute of Biostatistics, Biostatistics
PPD September 2014 - Present
Ameriprise Financial Services, Inc. March 2014 - September 2014
Cornell College- Health and Counselling Center September 2011 - December 2013
Universiyt of Iowa, College of Public Health September 2013 - October 2013
Ozaukee Count Public Health Department June 2012 - July 2012
Education
Cornell College 2010 — 2013
Biochemistry and Molecular Biology with an emphasis in public health, biology, chemistry, statistics, and economcis, 3.6
University of Iowa 2013 — 2013
Iowa Summer Institute of Biostatistics, Biostatistics
Aimee Sybrant Aimee Sybrant's Ameriprise Financial Services, Inc. Experience September 2005 - Present
Job Financial Advisor with Ryan & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2005 - Present
Education
Concordia College 2001 — 2005
Bachelors of Arts
Ameriprise Financial Services, Inc. September 2005 - Present
Education
Concordia College 2001 — 2005
Bachelors of Arts
Erica Vlasak Erica Vlasak's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Sourcing Analyst TTS Vendor Management Office
Industry Legal Services
Experience
Target November 2014 - Present
U.S. Bank October 2012 - October 2014
Beacon Hill Staffing Group July 2009 - October 2012
Ameriprise Financial Services, Inc. 2007 - 2009
Education
Hamline University School of Law 2004 — 2007
Juris Doctor (J.D.)
Concordia College 2000 — 2004
Bachelor of Arts (B.A.), English/Business
Target November 2014 - Present
U.S. Bank October 2012 - October 2014
Beacon Hill Staffing Group July 2009 - October 2012
Ameriprise Financial Services, Inc. 2007 - 2009
Education
Hamline University School of Law 2004 — 2007
Juris Doctor (J.D.)
Concordia College 2000 — 2004
Bachelor of Arts (B.A.), English/Business
Dana Husemoen Dana Husemoen's Ameriprise Financial Services, Inc. Experience May 2011 - December 2012
Job Senior Project Manager, Consumer and Customer Experience UnitedHealth Group
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial Services, Inc. May 2011 - December 2012
Ameriprise Financial August 2001 - December 2010
American Express Financial Advisors January 2000 - August 2001
American Express Financial Advisors April 1997 - December 1999
American Express Financial Advisors January 1990 - April 1997
Skills
Strategic Planning, Sales Enablement, Program Management, Leadership, Project Management, Management, Team Leadership, Training, Cross-functional Team..., Sales Operations, Process Improvement, Vendor Management, Change Management, Business Process..., Salesforce.com, Strategy, Strategic Financial..., Insurance, Marketing, Account Management, Consulting
Education
University of Saint Thomas - School of Business 1990 — 2009
MBC, Business Communications
Concordia College 1985 — 1989
BA, Mass Media Communications & English Writing
Ameriprise Financial Services, Inc. May 2011 - December 2012
Ameriprise Financial August 2001 - December 2010
American Express Financial Advisors January 2000 - August 2001
American Express Financial Advisors April 1997 - December 1999
American Express Financial Advisors January 1990 - April 1997
Skills
Strategic Planning, Sales Enablement, Program Management, Leadership, Project Management, Management, Team Leadership, Training, Cross-functional Team..., Sales Operations, Process Improvement, Vendor Management, Change Management, Business Process..., Salesforce.com, Strategy, Strategic Financial..., Insurance, Marketing, Account Management, Consulting
Education
University of Saint Thomas - School of Business 1990 — 2009
MBC, Business Communications
Concordia College 1985 — 1989
BA, Mass Media Communications & English Writing
Melanie Braun, MBA's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Advisor and Business Development Director at Ameriprise Financial
Industry Professional Training & Coaching
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. December 2009 - June 2014
M Braun Consulting April 2009 - June 2014
University of Phoenix June 2009 - December 2011
Ameriprise December 2006 - March 2009
Ameriprise Financial Services, Inc. September 2000 - December 2006
Minnesota Department of Transportation -- Traffic Management Center 1998 - 2000
Minnesota Department of Transportation 1996 - 1998
Education
University of Phoenix 2002 — 2006
MBA, Business
Concordia University-St. Paul 1988 — 1992
BA, Communications
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. December 2009 - June 2014
M Braun Consulting April 2009 - June 2014
University of Phoenix June 2009 - December 2011
Ameriprise December 2006 - March 2009
Ameriprise Financial Services, Inc. September 2000 - December 2006
Minnesota Department of Transportation -- Traffic Management Center 1998 - 2000
Minnesota Department of Transportation 1996 - 1998
Education
University of Phoenix 2002 — 2006
MBA, Business
Concordia University-St. Paul 1988 — 1992
BA, Communications
Ellis David Dunlap III Ellis David Dunlap III's Ameriprise Financial Services, Inc. Experience October 2007 - January 2008
Job Business Manager working as Property Manager
Industry Automotive
Experience
Business Professional working as property Manager May 2012 - Present
Harman/Becker Automotive Systems January 2008 - May 2012
Ameriprise Financial Services, Inc. October 2007 - January 2008
AT&T/Paradyne/Zhone February 1987 - October 2007
Skills
Automotive, Vehicles, Sales Management, Profit, Product Development, Customer Satisfaction, Continuous Improvement, Six Sigma, Product Launch, Account Management, Team Building, New Business Development, Business Planning, Manufacturing, Cross-functional Team..., Management, Program Management, Training, Customer Service, Process Improvement, Leadership, Budgets, Strategic Planning, Lean Manufacturing, Operations Management, Root Cause Analysis, Marketing Strategy, FMEA, Team Leadership, Problem Solving, Change Management, Electronics, Negotiation, Coaching, Business Strategy, 5S, Value Stream Mapping
Education
Federal Trade Commission. FCC 2007 — 2008
Series-7 and Series-66, Stocks and Insurance license
Nova Southeastern University 1993 — 1997
Bachlor in Bussiness Managerment, Bussiness
Community College of the Air Force 1980 — 1984
Associate's degree, Electronics Technologies
Cheyenne Community College 1981 — 1982
Electronic Music Recording, Sound room and live recording
Cocoa Beach High School 1978 — 1981
GED, Accidimecs
Business Professional working as property Manager May 2012 - Present
Harman/Becker Automotive Systems January 2008 - May 2012
Ameriprise Financial Services, Inc. October 2007 - January 2008
AT&T/Paradyne/Zhone February 1987 - October 2007
Skills
Automotive, Vehicles, Sales Management, Profit, Product Development, Customer Satisfaction, Continuous Improvement, Six Sigma, Product Launch, Account Management, Team Building, New Business Development, Business Planning, Manufacturing, Cross-functional Team..., Management, Program Management, Training, Customer Service, Process Improvement, Leadership, Budgets, Strategic Planning, Lean Manufacturing, Operations Management, Root Cause Analysis, Marketing Strategy, FMEA, Team Leadership, Problem Solving, Change Management, Electronics, Negotiation, Coaching, Business Strategy, 5S, Value Stream Mapping
Education
Federal Trade Commission. FCC 2007 — 2008
Series-7 and Series-66, Stocks and Insurance license
Nova Southeastern University 1993 — 1997
Bachlor in Bussiness Managerment, Bussiness
Community College of the Air Force 1980 — 1984
Associate's degree, Electronics Technologies
Cheyenne Community College 1981 — 1982
Electronic Music Recording, Sound room and live recording
Cocoa Beach High School 1978 — 1981
GED, Accidimecs
Marie Stratton's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Rodan + Fields Independent Consultant
Industry Events Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Rodan + Fields Dermatologists September 2012 - Present
Jones, Rich & Hutchins Funeral Home 2010 - 2012
Crawford Bowers Funeral Home 2009 - 2010
Porter Loring Mortuary 2008 - 2009
Brookside Funeral Home & Memorial Park 2005 - 2008
Skills
interacting in delicate..., maintaining a..., Customer Service, Coordinating Events, Coaching, Sales, Interaction, Desktop Environment, Public Speaking, Small Business, Team Building, New Business Development, Leadership, Fundraising, Time Management, Public Relations, Leadership Development, Marketing, Event Planning, Entrepreneurship, Event Management, Training, Social Media, Community Outreach, Strategic Planning, Budgets, Nonprofits
Education
Commonwealth Institute of Funeral Service 1998 — 2000
Associate of Science (A.S.), Funeral Service and Mortuary Science
Ameriprise Financial Services, Inc. 2014 - Present
Rodan + Fields Dermatologists September 2012 - Present
Jones, Rich & Hutchins Funeral Home 2010 - 2012
Crawford Bowers Funeral Home 2009 - 2010
Porter Loring Mortuary 2008 - 2009
Brookside Funeral Home & Memorial Park 2005 - 2008
Skills
interacting in delicate..., maintaining a..., Customer Service, Coordinating Events, Coaching, Sales, Interaction, Desktop Environment, Public Speaking, Small Business, Team Building, New Business Development, Leadership, Fundraising, Time Management, Public Relations, Leadership Development, Marketing, Event Planning, Entrepreneurship, Event Management, Training, Social Media, Community Outreach, Strategic Planning, Budgets, Nonprofits
Education
Commonwealth Institute of Funeral Service 1998 — 2000
Associate of Science (A.S.), Funeral Service and Mortuary Science
Rocco Laudadio MBA, CRPC Rocco Laudadio MBA, CRPC's Ameriprise Financial Services, Inc. Experience April 2007 - Present
Job Manager, Franchise Recruiting and Engagement at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial April 2007 - 2008
Cadmus Communications 2006 - 2007
RR Donnelley 1989 - 1997
Skills
Series 7, MBA Finance, Business Planning, Recruiting, Financial Advisory, Strategic Financial..., Leadership, Retirement Planning, Wealth Management, Mutual Funds, Sales, Training, Marketing, Finance
Education
New York University, Stern School of Business 1983 — 1987
MBA, Finance
Columbia University in the City of New York 1978 — 1982
Bachelor of Science, Electrical Enginerring
Ameriprise Financial April 2009 - Present
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial April 2007 - 2008
Cadmus Communications 2006 - 2007
RR Donnelley 1989 - 1997
Skills
Series 7, MBA Finance, Business Planning, Recruiting, Financial Advisory, Strategic Financial..., Leadership, Retirement Planning, Wealth Management, Mutual Funds, Sales, Training, Marketing, Finance
Education
New York University, Stern School of Business 1983 — 1987
MBA, Finance
Columbia University in the City of New York 1978 — 1982
Bachelor of Science, Electrical Enginerring
Michael Bransford, CAIA's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Vice President, Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Linden Hills Capital, LLC October 2010 - July 2011
Wells Capital Management November 2007 - June 2010
Deutsche Bank April 2001 - August 2007
Merrill Lynch July 1997 - April 2001
FCT Group July 1992 - June 1995
Skills
Fixed Income, Capital Markets, Asset Management, Hedge Funds, Derivatives, Equity Derivatives, Portfolio Management, Equities, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Allocation
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Ameriprise Financial Services, Inc. July 2011 - Present
Linden Hills Capital, LLC October 2010 - July 2011
Wells Capital Management November 2007 - June 2010
Deutsche Bank April 2001 - August 2007
Merrill Lynch July 1997 - April 2001
FCT Group July 1992 - June 1995
Skills
Fixed Income, Capital Markets, Asset Management, Hedge Funds, Derivatives, Equity Derivatives, Portfolio Management, Equities, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Allocation
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Clint Faust, CFP Clint Faust, CFP's Ameriprise Financial Services, Inc. Experience December 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1991 - Present
Education
Concordia College 1986 — 1990
BA, International Relations and Business Administration
Ameriprise Financial Services, Inc. December 1991 - Present
Education
Concordia College 1986 — 1990
BA, International Relations and Business Administration
Gary Henman Gary Henman's Ameriprise Financial Services, Inc. Experience July 2001 - September 2009
Job Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
TIAA-CREF June 2011 - December 2012
Bank of America October 2009 - June 2011
Ameriprise Financial Services, Inc. July 2001 - September 2009
H&R Block September 2001 - April 2009
Skills
Series 7, 63, and 65, Life and Health..., North Carolina Notary..., Small Business, Leadership, Notary Public, Strategic Financial..., Investments
Education
Columbia University in the City of New York 1981 — 1986
Economics
Vanguard September 2013 - Present
TIAA-CREF June 2011 - December 2012
Bank of America October 2009 - June 2011
Ameriprise Financial Services, Inc. July 2001 - September 2009
H&R Block September 2001 - April 2009
Skills
Series 7, 63, and 65, Life and Health..., North Carolina Notary..., Small Business, Leadership, Notary Public, Strategic Financial..., Investments
Education
Columbia University in the City of New York 1981 — 1986
Economics
Sarah Monette Sarah Monette's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Business Development Representative at NetSuite
Industry Marketing and Advertising
Experience
NetSuite July 2015 - Present
University Tees June 2012 - May 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Knoke's Chocolates September 2009 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Marketing, Market Research, Public Speaking, Photoshop, Research, Time Management, Email Marketing, Integrated Marketing, Public Relations, Event Management, Editing, Creative Writing, Outlook, SPSS, Team Leadership, Recruiting, English, Marketing Research, Facebook, Social Networking, Leadership, Critical Thinking, Nonprofits, Graphic Design, Copywriting, Community Outreach, Digital Marketing
Education
Copenhagen Business School
Business Administration and Management, General
University of Wisconsin-Madison
Bachelor of Business Administration (BBA), Marketing, 3.89
NetSuite July 2015 - Present
University Tees June 2012 - May 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Knoke's Chocolates September 2009 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Marketing, Market Research, Public Speaking, Photoshop, Research, Time Management, Email Marketing, Integrated Marketing, Public Relations, Event Management, Editing, Creative Writing, Outlook, SPSS, Team Leadership, Recruiting, English, Marketing Research, Facebook, Social Networking, Leadership, Critical Thinking, Nonprofits, Graphic Design, Copywriting, Community Outreach, Digital Marketing
Education
Copenhagen Business School
Business Administration and Management, General
University of Wisconsin-Madison
Bachelor of Business Administration (BBA), Marketing, 3.89
Angie McCarthy, CFP, CRPC, CDFA Angie McCarthy, CFP, CRPC, CDFA's Ameriprise Financial Services, Inc. Experience July 1998 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1998 - Present
Ameriprise Financial Services, Inc. July 1992 - July 1998
Education
University of St. Thomas 1996 — 1998
Master of Business Communication Certificate, Business/Corporate Communications
Concordia College 1988 — 1992
BA, English and Business
Ameriprise Financial Services, Inc. July 1998 - Present
Ameriprise Financial Services, Inc. July 1992 - July 1998
Education
University of St. Thomas 1996 — 1998
Master of Business Communication Certificate, Business/Corporate Communications
Concordia College 1988 — 1992
BA, English and Business
Matt Tuttle, CFP® - The Tuttle Group Matt Tuttle, CFP® - The Tuttle Group's Ameriprise Financial Services, Inc. Experience January 2005 - April 2009
Job Private Wealth Advisor, Certified Financial Planner™ at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2002 - Present
Ameriprise Financial August 2009 - October 2012
Ameriprise Financial Services, Inc. January 2005 - April 2009
Education
Concordia University-St. Paul 2000 — 2002
BA, Finance
College of St. Scholastica 1998 — 2000
Finance
Ameriprise Financial May 2002 - Present
Ameriprise Financial August 2009 - October 2012
Ameriprise Financial Services, Inc. January 2005 - April 2009
Education
Concordia University-St. Paul 2000 — 2002
BA, Finance
College of St. Scholastica 1998 — 2000
Finance
Kalvin Baena Kalvin Baena's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Planning Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Skills
Customer Service, Microsoft Office, Public Speaking, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Leadership, Time Management, Social Media, Sports, Management
Education
Concordia University-Wisconsin 2012 — 2016
Bachelor of Applied Science (BASc), Finance, General, 3.4/4.0
Ameriprise Financial Services, Inc. May 2015 - Present
Skills
Customer Service, Microsoft Office, Public Speaking, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Leadership, Time Management, Social Media, Sports, Management
Education
Concordia University-Wisconsin 2012 — 2016
Bachelor of Applied Science (BASc), Finance, General, 3.4/4.0
Ebele Ifedigbo Ebele Ifedigbo's Ameriprise Financial Services, Inc. Experience October 2011 - January 2013
Job MBA Candidate at Yale School of Management
Industry Civic & Social Organization
Experience
Ambassadors for Africa, Inc. February 2012 - August 2014
Lesbian, Gay, Bisexual and Transgender Community Center June 2013 - July 2014
NAACP January 2013 - June 2014
Ameriprise Financial Services, Inc. October 2011 - January 2013
StartingBloc August 2012 - August 2012
Lead Nigeria June 2011 - August 2011
Fundacion Brethren Y Unida January 2011 - April 2011
Barnard College May 2010 - September 2010
Columbia University September 2009 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Alliance Building, Concept Development, Insight Generation, Pattern Recognition, Social Entrepreneurship, Global Issues, Social Media, Business Strategy, Writing, Fact-checking, ArcGIS, Excel, Microsoft Office, Mac OS, Research, Microsoft Excel, Strategic Alliances, Editing, Leadership Development, Leadership, Analysis, PowerPoint, Public Relations, Press Releases, Public Speaking, Community Outreach
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Social Entrepreneurship
Yale University School of Management 2011 — 2011
Pre-MBA Leadership Program Certificate
Columbia University in the City of New York 2006 — 2010
BA, Joint Major in Economics & Philosophy, Minor in African Studies
City Honors School 1998 — 2006
HS, International Baccalaureate Diploma
Ambassadors for Africa, Inc. February 2012 - August 2014
Lesbian, Gay, Bisexual and Transgender Community Center June 2013 - July 2014
NAACP January 2013 - June 2014
Ameriprise Financial Services, Inc. October 2011 - January 2013
StartingBloc August 2012 - August 2012
Lead Nigeria June 2011 - August 2011
Fundacion Brethren Y Unida January 2011 - April 2011
Barnard College May 2010 - September 2010
Columbia University September 2009 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Alliance Building, Concept Development, Insight Generation, Pattern Recognition, Social Entrepreneurship, Global Issues, Social Media, Business Strategy, Writing, Fact-checking, ArcGIS, Excel, Microsoft Office, Mac OS, Research, Microsoft Excel, Strategic Alliances, Editing, Leadership Development, Leadership, Analysis, PowerPoint, Public Relations, Press Releases, Public Speaking, Community Outreach
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Social Entrepreneurship
Yale University School of Management 2011 — 2011
Pre-MBA Leadership Program Certificate
Columbia University in the City of New York 2006 — 2010
BA, Joint Major in Economics & Philosophy, Minor in African Studies
City Honors School 1998 — 2006
HS, International Baccalaureate Diploma
Esther Moreau Esther Moreau's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Relationship Manager at Ameriprise Financial Services, Inc.
Industry Education Management
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Oakland Christian School 2008 - Present
Skills
Skilled Communicator, Conscientious, Hard Working, Organized, Reliable, Positive Team Player, Creative Problem Solver, People Person, Empathetic, Classroom, Elementary Education, Teacher Training, Creative Solutions, Curriculum Development, Tutoring, Educational Leadership, Lesson Planning, Curriculum Design, Teaching, K-12, Training, Child Development, Leadership, Editing, Community Outreach, Staff Development, Differentiated..., Reading Intervention, Special Education, Educational Consulting, Early Childhood..., Learning Disabilities, Teacher Evaluation, Adult Education, Instructional Design, Volunteer Management, Teaching English as a..., Classroom Management, Leadership Development, Literacy, Academic Tutoring, Educational Technology
Education
Concordia University-Portland
Master of Education (M.Ed.), Curriculum and Instruction
University of Michigan-Dearborn
Bachelor of Arts (BA), English/Secondary Teaching Certification
Ameriprise Financial Services, Inc. November 2014 - Present
Oakland Christian School 2008 - Present
Skills
Skilled Communicator, Conscientious, Hard Working, Organized, Reliable, Positive Team Player, Creative Problem Solver, People Person, Empathetic, Classroom, Elementary Education, Teacher Training, Creative Solutions, Curriculum Development, Tutoring, Educational Leadership, Lesson Planning, Curriculum Design, Teaching, K-12, Training, Child Development, Leadership, Editing, Community Outreach, Staff Development, Differentiated..., Reading Intervention, Special Education, Educational Consulting, Early Childhood..., Learning Disabilities, Teacher Evaluation, Adult Education, Instructional Design, Volunteer Management, Teaching English as a..., Classroom Management, Leadership Development, Literacy, Academic Tutoring, Educational Technology
Education
Concordia University-Portland
Master of Education (M.Ed.), Curriculum and Instruction
University of Michigan-Dearborn
Bachelor of Arts (BA), English/Secondary Teaching Certification
Jeffrey Burgess, CRPC Jeffrey Burgess, CRPC's Ameriprise Financial Services, Inc. Experience 1997 - December 2014
Job President at Burgess Wealth Advisory
Industry Financial Services
Experience
Burgess Wealth Advisory January 2015 - Present
BNI Golden Circle October 2003 - Present
Ameriprise Financial Services, Inc. 1997 - December 2014
U.S. Treasury Dept., Internal Revenue Service 1995 - 1997
Skills
Retirement Planning, Small Business, Strategic Planning, Financial Planning, Investments, income tax planning, Asset Management, Risk Assessment, Financial Advisory, Finance, Customer Service
Education
Connecticut College 1989 — 1993
BA, Physics and Religious Studies
ELHS 1986 — 1989
Burgess Wealth Advisory January 2015 - Present
BNI Golden Circle October 2003 - Present
Ameriprise Financial Services, Inc. 1997 - December 2014
U.S. Treasury Dept., Internal Revenue Service 1995 - 1997
Skills
Retirement Planning, Small Business, Strategic Planning, Financial Planning, Investments, income tax planning, Asset Management, Risk Assessment, Financial Advisory, Finance, Customer Service
Education
Connecticut College 1989 — 1993
BA, Physics and Religious Studies
ELHS 1986 — 1989
Margie Oleson, Ed.D., SPHR Margie Oleson, Ed.D., SPHR's Ameriprise Financial Services, Inc. Experience June 2006 - December 2008
Job Patina Professional at Patina Solutions
Industry Retail
Experience
Patina Solutions June 2015 - Present
Target May 2012 - May 2015
Oleson Consulting March 2002 - May 2012
Catholic Charities of St. Paul and Mpls January 2010 - April 2011
Ameriprise Financial Services, Inc. June 2006 - December 2008
The College of St. Scholastica December 2002 - December 2005
Family Services Collaborative March 1998 - November 2001
Skills
Leadership Development, Performance Management, Strategic Planning, Team Management, Leading Change, Organizational..., Organizational..., Staff Development, Corporate Culture, Change Management, Coaching, Team Building, MBTI, Change Leadership, Public Speaking, Organizational Change, Management Consulting
Education
University of St. Thomas 2006 — 2011
Doctorate, Organization Development (OD)
Concordia University-St. Paul 2002 — 2003
Masters, Organization Management, HR, Business Mgmt, Leader Development, Team Development
Patina Solutions June 2015 - Present
Target May 2012 - May 2015
Oleson Consulting March 2002 - May 2012
Catholic Charities of St. Paul and Mpls January 2010 - April 2011
Ameriprise Financial Services, Inc. June 2006 - December 2008
The College of St. Scholastica December 2002 - December 2005
Family Services Collaborative March 1998 - November 2001
Skills
Leadership Development, Performance Management, Strategic Planning, Team Management, Leading Change, Organizational..., Organizational..., Staff Development, Corporate Culture, Change Management, Coaching, Team Building, MBTI, Change Leadership, Public Speaking, Organizational Change, Management Consulting
Education
University of St. Thomas 2006 — 2011
Doctorate, Organization Development (OD)
Concordia University-St. Paul 2002 — 2003
Masters, Organization Management, HR, Business Mgmt, Leader Development, Team Development
Larkin Watson Larkin Watson's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job CFP®, Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. October 2008 - February 2015
Education
Converse College 2004 — 2008
BA, French, International Business
All Saints Episcopal School 1989 — 2004
High School
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. October 2008 - February 2015
Education
Converse College 2004 — 2008
BA, French, International Business
All Saints Episcopal School 1989 — 2004
High School
Tom Merkle, MBA Tom Merkle, MBA's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Commercial Loan Closer at Columbia Management
Industry Financial Services
Experience
Columbia Management April 2013 - Present
Columbia Management 2009 - 2013
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Mutual Funds, Tax Accounting, Accounting, GAAP, Microsoft Office, Finance, Investments, Tax, Fund Accounting, Asset Management, Mergers, Access, Sarbanes-Oxley Act, Financial Statements, Cash Flow, Income Tax, Microsoft Excel, Accounts Payable, Financial Accounting, Financial Analysis, Financial Statement..., Tax Preparation, Account Reconciliation, Strategic Financial..., Fixed Income, Cash Flow Forecasting, US GAAP, Financial Reporting
Education
Concordia University-St. Paul 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
Concordia University-St. Paul 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Columbia Management April 2013 - Present
Columbia Management 2009 - 2013
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Mutual Funds, Tax Accounting, Accounting, GAAP, Microsoft Office, Finance, Investments, Tax, Fund Accounting, Asset Management, Mergers, Access, Sarbanes-Oxley Act, Financial Statements, Cash Flow, Income Tax, Microsoft Excel, Accounts Payable, Financial Accounting, Financial Analysis, Financial Statement..., Tax Preparation, Account Reconciliation, Strategic Financial..., Fixed Income, Cash Flow Forecasting, US GAAP, Financial Reporting
Education
Concordia University-St. Paul 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
Concordia University-St. Paul 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Shanna Carrow Shanna Carrow's Ameriprise Financial Services, Inc. Experience September 2013 - March 2014
Job Owner and Employment Specialist at Inspired Employment
Industry Professional Training & Coaching
Experience
Inspired Employment November 2014 - Present
South Pacific Auto Sales March 2014 - November 2014
Ameriprise Financial Services, Inc. September 2013 - March 2014
Ameriprise Financial Services, Inc. August 2012 - March 2014
Starbucks September 2010 - September 2011
Aéropostale August 2008 - September 2010
Skills
Marketing Strategy, Marketing, Event Planning, Marketing Communications, Social Media Marketing, Social Media
Education
Corban University 2013 — 2014
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Oregon State University 2008 — 2012
Bachelor of Science, Business Administration; Marketing and International Business
University of Murcia 2011 — 2012
International Business, International Business
Inspired Employment November 2014 - Present
South Pacific Auto Sales March 2014 - November 2014
Ameriprise Financial Services, Inc. September 2013 - March 2014
Ameriprise Financial Services, Inc. August 2012 - March 2014
Starbucks September 2010 - September 2011
Aéropostale August 2008 - September 2010
Skills
Marketing Strategy, Marketing, Event Planning, Marketing Communications, Social Media Marketing, Social Media
Education
Corban University 2013 — 2014
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Oregon State University 2008 — 2012
Bachelor of Science, Business Administration; Marketing and International Business
University of Murcia 2011 — 2012
International Business, International Business
Anthony Salem Anthony Salem's Ameriprise Financial Services, Inc. Experience July 2011 - August 2011
Job Associate Asset Manager at Gibraltar Capital and Asset Management, LLC
Industry Real Estate
Experience
Gibraltar Capital and Asset Management, LLC August 2015 - Present
Gibraltar Capital and Asset Management May 2013 - August 2015
Ameriprise Financial Services, Inc. July 2011 - August 2011
Skills
Valuation, Financial Analysis, Teamwork, Microsoft Excel, Leadership, Time Management, Microsoft Office, PowerPoint, Market Research, Data Analysis, Microsoft Word, Research, Analysis, Customer Service, Team Leadership, Social Media, Public Speaking, HOA, Comparative Market..., Residential Homes, Land Acquisition, Distressed Debt, Distressed Property
Education
Concordia University 2009 — 2013
B. Comm, Finance, Financial Reporting
Gibraltar Capital and Asset Management, LLC August 2015 - Present
Gibraltar Capital and Asset Management May 2013 - August 2015
Ameriprise Financial Services, Inc. July 2011 - August 2011
Skills
Valuation, Financial Analysis, Teamwork, Microsoft Excel, Leadership, Time Management, Microsoft Office, PowerPoint, Market Research, Data Analysis, Microsoft Word, Research, Analysis, Customer Service, Team Leadership, Social Media, Public Speaking, HOA, Comparative Market..., Residential Homes, Land Acquisition, Distressed Debt, Distressed Property
Education
Concordia University 2009 — 2013
B. Comm, Finance, Financial Reporting
Jill Simones Jill Simones's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Ginghamsburg Church February 2011 - July 2013
Lockheed Martin March 2007 - June 2010
Keller Williams Real Estate March 2004 - March 2007
United States Air Force September 1991 - September 1997
Skills
Training, Customer Service, Leadership, Event Planning, Time Management, Human Resources, Team Leadership
Education
Community College of the US Air Force
Information Management, Military Information Operations/Joint Information Operations
University of Cincinnati
Ameriprise Financial Services, Inc. July 2013 - Present
Ginghamsburg Church February 2011 - July 2013
Lockheed Martin March 2007 - June 2010
Keller Williams Real Estate March 2004 - March 2007
United States Air Force September 1991 - September 1997
Skills
Training, Customer Service, Leadership, Event Planning, Time Management, Human Resources, Team Leadership
Education
Community College of the US Air Force
Information Management, Military Information Operations/Joint Information Operations
University of Cincinnati
Leif Goleman's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Advisor Trainee
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
HomeAdvisor May 2014 - October 2014
Bank of America March 2012 - May 2014
Hertz October 2011 - March 2012
Hertz March 2011 - October 2011
www.SmashediPhone.com May 2011 - August 2011
Cornell College August 2009 - November 2009
Skills
Leadership, Customer Service, Customer Satisfaction, Financial Planning, Retirement Planning, Sales, Marketing, Sales Management, Finance, Economics, Customer Retention, Coaching, Management, Sales Process, Teamwork, Time Management, Training, Facebook, Microsoft Excel, Series 7, Series 66, Life Insurance, Health Insurance
Education
Cornell College 2005 — 2009
Bachelor of Arts, Economics and Business
De Soto High School 2005 — 2009
High School Diploma, General Studies
Ameriprise Financial Services, Inc. May 2015 - Present
HomeAdvisor May 2014 - October 2014
Bank of America March 2012 - May 2014
Hertz October 2011 - March 2012
Hertz March 2011 - October 2011
www.SmashediPhone.com May 2011 - August 2011
Cornell College August 2009 - November 2009
Skills
Leadership, Customer Service, Customer Satisfaction, Financial Planning, Retirement Planning, Sales, Marketing, Sales Management, Finance, Economics, Customer Retention, Coaching, Management, Sales Process, Teamwork, Time Management, Training, Facebook, Microsoft Excel, Series 7, Series 66, Life Insurance, Health Insurance
Education
Cornell College 2005 — 2009
Bachelor of Arts, Economics and Business
De Soto High School 2005 — 2009
High School Diploma, General Studies
Kalee Dawson's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Manager Capital Markets Trading Product Specialists at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. October 2012 - February 2015
Ameriprise Financial Services, Inc. March 2011 - October 2012
Well Fargo Securities, LLC August 2002 - March 2011
Wells Fargo Securities, LLC January 1998 - August 2002
Norwest Investment Services Incorporated December 1995 - January 1998
Norwest Bank October 1994 - December 1995
Concordia Language Villages May 1993 - August 1993
Skills
Problem Solving, Financial Analysis, Investments, Fixed Income, Customer Service, Bloomberg, Trading, Wealth Management, Financial Services, Investment Strategies, Asset Allocation, FINRA, Public Speaking, Risk Management, Loans, Analysis, Equities, Bonds, Banking, Cash Management
Education
Dodd Financial 1997 — 1997
FINRA Series 7, Securities/Brokerage
Concordia College 1990 — 1994
B.A., German, Russian Studies
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. October 2012 - February 2015
Ameriprise Financial Services, Inc. March 2011 - October 2012
Well Fargo Securities, LLC August 2002 - March 2011
Wells Fargo Securities, LLC January 1998 - August 2002
Norwest Investment Services Incorporated December 1995 - January 1998
Norwest Bank October 1994 - December 1995
Concordia Language Villages May 1993 - August 1993
Skills
Problem Solving, Financial Analysis, Investments, Fixed Income, Customer Service, Bloomberg, Trading, Wealth Management, Financial Services, Investment Strategies, Asset Allocation, FINRA, Public Speaking, Risk Management, Loans, Analysis, Equities, Bonds, Banking, Cash Management
Education
Dodd Financial 1997 — 1997
FINRA Series 7, Securities/Brokerage
Concordia College 1990 — 1994
B.A., German, Russian Studies
Annette Birulkin's Ameriprise Financial Services, Inc. Experience October 2013 - April 2014
Job Administrative Assistant at Xcel Energy
Industry Utilities
Experience
Xcel Energy August 2014 - Present
Salmon Group Inc May 2014 - May 2014
Ameriprise Financial Services, Inc. October 2013 - April 2014
Robert Half Technology April 2013 - August 2013
USDA/APHIS January 2012 - January 2013
HealthPartners January 2011 - January 2012
Clorox Sales Company March 2010 - May 2010
Ameriprise Financial Services, Inc. September 2007 - March 2009
Hennepin County Medical Center April 2007 - September 2007
RBC Dain Rauscher August 2002 - November 2006
Skills
Microsoft Office, Outlook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Networking, Lotus Notes, Windows, Administrative..., Software Documentation, Database Administration, Visio
Education
Concordia University-St. Paul
Associate of Arts (AA)
MN School of Business 2010 — 2010
2010, Music Business
College of St. Catherine 2004 — 2005
2005, Business Administration and Management, General
Normandale Community College 1995 — 1999
General Liberal Arts
Xcel Energy August 2014 - Present
Salmon Group Inc May 2014 - May 2014
Ameriprise Financial Services, Inc. October 2013 - April 2014
Robert Half Technology April 2013 - August 2013
USDA/APHIS January 2012 - January 2013
HealthPartners January 2011 - January 2012
Clorox Sales Company March 2010 - May 2010
Ameriprise Financial Services, Inc. September 2007 - March 2009
Hennepin County Medical Center April 2007 - September 2007
RBC Dain Rauscher August 2002 - November 2006
Skills
Microsoft Office, Outlook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Networking, Lotus Notes, Windows, Administrative..., Software Documentation, Database Administration, Visio
Education
Concordia University-St. Paul
Associate of Arts (AA)
MN School of Business 2010 — 2010
2010, Music Business
College of St. Catherine 2004 — 2005
2005, Business Administration and Management, General
Normandale Community College 1995 — 1999
General Liberal Arts
Debbie Kenney's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Administrative Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Arthur J. Gallagher & Co January 2012 - April 2014
Walsh and Nicholson Financial Group July 2002 - April 2012
Philadelphia Newspapers Inc. March 2000 - June 2002
COMMERCE BANK February 2000 - March 2001
Philadelphia Regional Port Authority August 1996 - January 1999
M.A.S. Financial January 1996 - August 1996
1838 INVESTMENT ADVISORS September 1994 - January 1996
PNC BANK August 1986 - January 1994
Trust Settlement August 1986 - December 1989
Skills
Customer Relations, Insurance, Administrative Support, Investments, Banking, Customer Satisfaction, Administrative..., Customer Service, Employee Benefits, Budgets, Sales, CRM, Marketing, Office Management, Finance, Leadership, Team Building, Account Management, Administrative..., Time Management, Disability Insurance, Microsoft Office, Spreadsheets
Education
Community College of Philadelphia
Associate Degree, General Studies
St. Maria Goretti High School 1974 — 1978
Diploma, College Prep
Our Lady of Mt Carmel
Ameriprise Financial Services, Inc. May 2014 - Present
Arthur J. Gallagher & Co January 2012 - April 2014
Walsh and Nicholson Financial Group July 2002 - April 2012
Philadelphia Newspapers Inc. March 2000 - June 2002
COMMERCE BANK February 2000 - March 2001
Philadelphia Regional Port Authority August 1996 - January 1999
M.A.S. Financial January 1996 - August 1996
1838 INVESTMENT ADVISORS September 1994 - January 1996
PNC BANK August 1986 - January 1994
Trust Settlement August 1986 - December 1989
Skills
Customer Relations, Insurance, Administrative Support, Investments, Banking, Customer Satisfaction, Administrative..., Customer Service, Employee Benefits, Budgets, Sales, CRM, Marketing, Office Management, Finance, Leadership, Team Building, Account Management, Administrative..., Time Management, Disability Insurance, Microsoft Office, Spreadsheets
Education
Community College of Philadelphia
Associate Degree, General Studies
St. Maria Goretti High School 1974 — 1978
Diploma, College Prep
Our Lady of Mt Carmel
Alayna Ellenson Alayna Ellenson's Ameriprise Financial Services, Inc. Experience May 2002 - September 2004
Job Sales and Business Operations Professional
Industry Business Supplies and Equipment
Experience
Direct Express. LLC November 2008 - March 2015
Scholastic Equipment Co., LLC September 2004 - November 2008
Ameriprise Financial Services, Inc. May 2002 - September 2004
University of St. Thomas June 2001 - January 2002
Novell, Inc October 1994 - March 2001
The Lacek Group 1994 - 1995
Skills
Sales, Sales Operations, Account Management, Sales Process, Salesforce.com, B2B, Competitive Analysis, Business Development, Marketing, Market Planning, New Business Development, Strategic Partnerships, Direct Marketing, Email Marketing, Marketing Strategy, Strategy, Lead Generation, CRM, Negotiation
Education
University of Saint Thomas - School of Business 2001 — 2004
MBA, Management
Concordia University-St. Paul 1997 — 2001
BA, Marketing
University of Minnesota-Twin Cities 1990 — 1993
John F. Kennedy 1988 — 1990
Direct Express. LLC November 2008 - March 2015
Scholastic Equipment Co., LLC September 2004 - November 2008
Ameriprise Financial Services, Inc. May 2002 - September 2004
University of St. Thomas June 2001 - January 2002
Novell, Inc October 1994 - March 2001
The Lacek Group 1994 - 1995
Skills
Sales, Sales Operations, Account Management, Sales Process, Salesforce.com, B2B, Competitive Analysis, Business Development, Marketing, Market Planning, New Business Development, Strategic Partnerships, Direct Marketing, Email Marketing, Marketing Strategy, Strategy, Lead Generation, CRM, Negotiation
Education
University of Saint Thomas - School of Business 2001 — 2004
MBA, Management
Concordia University-St. Paul 1997 — 2001
BA, Marketing
University of Minnesota-Twin Cities 1990 — 1993
John F. Kennedy 1988 — 1990
Amy Diesen Amy Diesen's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Vice President, Retail Retirement Plans at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
Ameriprise Financial Services, Inc. April 2007 - November 2010
Ameriprise Financial Services, Inc. October 2004 - April 2007
Skills
Retirement Planning, Retirement, IRAs, Series 7, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Series 63, Investments, Relationship Management, Securities
Education
Concordia University-St. Paul
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Ameriprise Financial Services, Inc. November 2010 - Present
Ameriprise Financial Services, Inc. April 2007 - November 2010
Ameriprise Financial Services, Inc. October 2004 - April 2007
Skills
Retirement Planning, Retirement, IRAs, Series 7, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Series 63, Investments, Relationship Management, Securities
Education
Concordia University-St. Paul
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Jonathan Roach Jonathan Roach's Ameriprise Financial Services, Inc. Experience December 2007 - December 2012
Job Senior Project Manager at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group December 2012 - Present
Central Lutheran School 2010 - Present
US Army December 1994 - Present
Ameriprise Financial Services, Inc. December 2007 - December 2012
University of Minnesota Medical Center, Fairview April 2002 - November 2007
WALBON LOGISTICS AND TRANSPORT January 2000 - January 2002
Skills
Leadership, Six Sigma, Lean Management, Project Management, Visio, Microsoft Office, Mentoring, Communication, Strategic Planning, MS Project, Operations Management, Clarity, Supply Chain Management, Change Management, Non-profit..., Microsoft Excel, PowerPoint, Microsoft Word, Technical Writing, Creative Writing, Speech Writing, Resume Writing, SDLC, Training, Human Resources, Management, Public Speaking, Time Management, Process Improvement, Resource Management, Budgets, Team Building, Risk Management, Team Leadership, Software Documentation, Vendor Management, Leadership Development
Education
ARMY LOGISTICAL MANAGEMENT COLLEGE Support Operations
Master
MINNESOTA STATE UNIVERSITY 1995 — 1999
Bachelor of Science
Minnesota State University, Mankato 1995 — 1999
Bachelor of Arts (BA), Psychology
Concordia University, Nebraska 1994 — 1995
UnitedHealth Group December 2012 - Present
Central Lutheran School 2010 - Present
US Army December 1994 - Present
Ameriprise Financial Services, Inc. December 2007 - December 2012
University of Minnesota Medical Center, Fairview April 2002 - November 2007
WALBON LOGISTICS AND TRANSPORT January 2000 - January 2002
Skills
Leadership, Six Sigma, Lean Management, Project Management, Visio, Microsoft Office, Mentoring, Communication, Strategic Planning, MS Project, Operations Management, Clarity, Supply Chain Management, Change Management, Non-profit..., Microsoft Excel, PowerPoint, Microsoft Word, Technical Writing, Creative Writing, Speech Writing, Resume Writing, SDLC, Training, Human Resources, Management, Public Speaking, Time Management, Process Improvement, Resource Management, Budgets, Team Building, Risk Management, Team Leadership, Software Documentation, Vendor Management, Leadership Development
Education
ARMY LOGISTICAL MANAGEMENT COLLEGE Support Operations
Master
MINNESOTA STATE UNIVERSITY 1995 — 1999
Bachelor of Science
Minnesota State University, Mankato 1995 — 1999
Bachelor of Arts (BA), Psychology
Concordia University, Nebraska 1994 — 1995
Sherrie Billington's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job at
Industry Information Technology and Services
Experience
Criterion Executive Search, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Accenture January 2013 - Present
Ameriprise Financial September 2010 - Present
bank of america 2005 - October 2010
Bank of America March 2005 - February 2009
Skills
Active Directory, VPN, Windows Server, Windows 7, WAN, Asset Managment, SDLC, Microsoft Office, DB2, Oracle, SCCM, Windows XP Pro, ORCA, Bomgar, Remote Console, Lync, LOUTS NOTES, SharePoint, DST, Manage Now, Peregrine, Support Center, Maximo, IBM Tivoli, Novell Netware, Lotus Notes, Troubleshooting, Help Desk Support, Visio, Vendor Management, Management, Technical Support, Networking, Security, XP, Disaster Recovery, Software Installation, VMware, Asset Management, ITIL, Windows XP
Education
Community College of Rhode Island
AS, Computer Science
Criterion Executive Search, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Accenture January 2013 - Present
Ameriprise Financial September 2010 - Present
bank of america 2005 - October 2010
Bank of America March 2005 - February 2009
Skills
Active Directory, VPN, Windows Server, Windows 7, WAN, Asset Managment, SDLC, Microsoft Office, DB2, Oracle, SCCM, Windows XP Pro, ORCA, Bomgar, Remote Console, Lync, LOUTS NOTES, SharePoint, DST, Manage Now, Peregrine, Support Center, Maximo, IBM Tivoli, Novell Netware, Lotus Notes, Troubleshooting, Help Desk Support, Visio, Vendor Management, Management, Technical Support, Networking, Security, XP, Disaster Recovery, Software Installation, VMware, Asset Management, ITIL, Windows XP
Education
Community College of Rhode Island
AS, Computer Science
Amod Damle's Ameriprise Financial Services, Inc. Experience December 2010 - October 2011
Job Sr. Talent Acquisition Specialist
Industry Staffing and Recruiting
Experience
MTS Systems October 2013 - Present
Minnesota Recruiters July 2013 - July 2014
MTS Systems January 2013 - October 2013
Recruiting GPS LLC October 2011 - September 2013
Ameriprise Financial Services, Inc. December 2010 - October 2011
Allegis Group Services March 2009 - November 2010
Russell Investments August 2006 - March 2009
Allianz Life Insurance Company of North America March 2005 - August 2006
Allianz Life May 2003 - March 2005
Skills
Talent Management, Training, Consulting, Program Management, Financial Services, Recruiting, College Recruiting, Vendor Management, Internet Recruiting, Talent Acquisition, Sales, Account Management, Management, Applicant Tracking..., Interviews, CRM, Onboarding, Strategy, Temporary Placement, Sourcing, Workforce Planning, Hiring, Organizational..., Leadership, HR Consulting, Technical Recruiting, Networking, Contract Recruitment, Human Resources, Communication, Outlook, Internet Explorer
Education
Concordia College 1998 — 2002
Public Relations & Advt
Arya Vidya Mandir (Juhu) 1994 — 1996
MTS Systems October 2013 - Present
Minnesota Recruiters July 2013 - July 2014
MTS Systems January 2013 - October 2013
Recruiting GPS LLC October 2011 - September 2013
Ameriprise Financial Services, Inc. December 2010 - October 2011
Allegis Group Services March 2009 - November 2010
Russell Investments August 2006 - March 2009
Allianz Life Insurance Company of North America March 2005 - August 2006
Allianz Life May 2003 - March 2005
Skills
Talent Management, Training, Consulting, Program Management, Financial Services, Recruiting, College Recruiting, Vendor Management, Internet Recruiting, Talent Acquisition, Sales, Account Management, Management, Applicant Tracking..., Interviews, CRM, Onboarding, Strategy, Temporary Placement, Sourcing, Workforce Planning, Hiring, Organizational..., Leadership, HR Consulting, Technical Recruiting, Networking, Contract Recruitment, Human Resources, Communication, Outlook, Internet Explorer
Education
Concordia College 1998 — 2002
Public Relations & Advt
Arya Vidya Mandir (Juhu) 1994 — 1996
Helen Torgerson's Ameriprise Financial Services, Inc. Experience 2006 - 2011
Job Owner, Colt Companies LLC
Industry Program Development
Experience
RBC August 2014 - Present
COLT Companies LLC 2005 - Present
Xcel Energy January 2012 - July 2014
Ameriprise Financial Services, Inc. 2006 - 2011
Wells Fargo Home Mortgage 2010 - 2010
Thrivent Financial for Lutherans 2009 - 2009
St. Paul Travelers 2003 - 2006
Datalink 2000 - 2003
Agilent Technologies 1999 - 2000
Hewlett-Packard 1999 - 2000
Skills
Certified Project..., Program Management, Contract Negotiations, Risk Management, Compliance Management, Project Management, Change Management, Process Improvement, Enterprise Software, Leadership, Integration, Sales, Business Process, Professional Services, Project Portfolio..., Business Analysis, Management, Training, Contract Negotiation
Education
Concordia University-St. Paul
Bachelors Degree, Organizational Management and Communications
University of Minnesota-Twin Cities
Project Mangement & Strategic Planning
University of Wisconsin-Stout
ISO 9001 Program Management
RBC August 2014 - Present
COLT Companies LLC 2005 - Present
Xcel Energy January 2012 - July 2014
Ameriprise Financial Services, Inc. 2006 - 2011
Wells Fargo Home Mortgage 2010 - 2010
Thrivent Financial for Lutherans 2009 - 2009
St. Paul Travelers 2003 - 2006
Datalink 2000 - 2003
Agilent Technologies 1999 - 2000
Hewlett-Packard 1999 - 2000
Skills
Certified Project..., Program Management, Contract Negotiations, Risk Management, Compliance Management, Project Management, Change Management, Process Improvement, Enterprise Software, Leadership, Integration, Sales, Business Process, Professional Services, Project Portfolio..., Business Analysis, Management, Training, Contract Negotiation
Education
Concordia University-St. Paul
Bachelors Degree, Organizational Management and Communications
University of Minnesota-Twin Cities
Project Mangement & Strategic Planning
University of Wisconsin-Stout
ISO 9001 Program Management
Dana Byers's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job EPMO Technology Project Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Data Recognition Corporation October 2013 - September 2014
Data Recognition Corporation November 2009 - September 2013
Ajilon Consulting June 2009 - November 2009
MotivAction August 2006 - March 2009
Target Corporation October 1995 - August 2006
Norwest - JET program alumni 1993 - 1995
Skills
PMP, Business Analysis, Process Improvement, Project Management, PMO, SDLC, Training, Vendor Management, Management, Six Sigma, Cross-functional Team..., Visio, Agile Methodologies, Team Leadership, Business Intelligence, Software Project..., Leadership, SharePoint, Program Management, Change Management, Agile Project Management, ITIL Process, Consulting, Budgeting
Education
University of Minnesota - Carlson School of Management 1991 — 1993
MBA, Accounting
Cornell College 1984 — 1988
BA, Business and Economics; Music
The George Washington University - School of Business
Master's Certificate, IT Project Management
Ameriprise Financial Services, Inc. December 2014 - Present
Data Recognition Corporation October 2013 - September 2014
Data Recognition Corporation November 2009 - September 2013
Ajilon Consulting June 2009 - November 2009
MotivAction August 2006 - March 2009
Target Corporation October 1995 - August 2006
Norwest - JET program alumni 1993 - 1995
Skills
PMP, Business Analysis, Process Improvement, Project Management, PMO, SDLC, Training, Vendor Management, Management, Six Sigma, Cross-functional Team..., Visio, Agile Methodologies, Team Leadership, Business Intelligence, Software Project..., Leadership, SharePoint, Program Management, Change Management, Agile Project Management, ITIL Process, Consulting, Budgeting
Education
University of Minnesota - Carlson School of Management 1991 — 1993
MBA, Accounting
Cornell College 1984 — 1988
BA, Business and Economics; Music
The George Washington University - School of Business
Master's Certificate, IT Project Management
Deb Nieno's Ameriprise Financial Services, Inc. Experience March 2011 - October 2011
Job Program Manager at U.S. Bank
Industry Information Technology and Services
Experience
Seeking Employment March 2012 - Present
U.S. Bank March 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - October 2011
Wells Fargo Insurance Services May 2009 - December 2010
Cargill June 2008 - January 2009
ECOLAB 2006 - 2007
American Express 2003 - 2005
American Express 1998 - 2003
Education
Concordia University-St. Paul 1984 — 1987
Bachelor of Science, Mathematics / Education
Seeking Employment March 2012 - Present
U.S. Bank March 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - October 2011
Wells Fargo Insurance Services May 2009 - December 2010
Cargill June 2008 - January 2009
ECOLAB 2006 - 2007
American Express 2003 - 2005
American Express 1998 - 2003
Education
Concordia University-St. Paul 1984 — 1987
Bachelor of Science, Mathematics / Education
Jim Knocke's Ameriprise Financial Services, Inc. Experience 2009 - 2011
Job Principal Consultant, ALG Group, Inc.
Industry Financial Services
Experience
ALG Group June 2012 - Present
GE Asset Management May 2013 - September 2014
Allstate 2011 - 2013
Compass Financial Consulting, Inc. June 2006 - June 2012
Swiss Re 2009 - 2011
Ameriprise Financial Services, Inc. 2009 - 2011
Block Cross / Pulse Trading May 2008 - September 2010
Dimensional Fund Advisors 2008 - 2008
Linedata Services Inc. 1998 - 2006
Shaw Data 1992 - 1997
Skills
Blackrock Aladdin..., Linedata Compliance..., Longview Trading..., Charles River IMS, Latent Zero, Bloomberg, Asset Management, Trading Systems, Order Management, Middle Office, Compliance, Fixed Income, BlackRock Aladdin, Financial Services, Electronic Trading, Investment Management
Education
Columbia University in the City of New York 1980 — 1984
BA, Economics
ALG Group June 2012 - Present
GE Asset Management May 2013 - September 2014
Allstate 2011 - 2013
Compass Financial Consulting, Inc. June 2006 - June 2012
Swiss Re 2009 - 2011
Ameriprise Financial Services, Inc. 2009 - 2011
Block Cross / Pulse Trading May 2008 - September 2010
Dimensional Fund Advisors 2008 - 2008
Linedata Services Inc. 1998 - 2006
Shaw Data 1992 - 1997
Skills
Blackrock Aladdin..., Linedata Compliance..., Longview Trading..., Charles River IMS, Latent Zero, Bloomberg, Asset Management, Trading Systems, Order Management, Middle Office, Compliance, Fixed Income, BlackRock Aladdin, Financial Services, Electronic Trading, Investment Management
Education
Columbia University in the City of New York 1980 — 1984
BA, Economics
Jeremiah Williamson's Ameriprise Financial Services, Inc. Experience 2004 - 2006
Job Financial Advisor / Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2012 - Present
Chase Investment Services Corp March 2010 - February 2012
Signature Resources January 2007 - July 2010
Signature Resources January 2007 - January 2008
Ameriprise Financial November 2002 - December 2006
Ameriprise Financial Services, Inc. 2004 - 2006
Education
Connecticut College 1972 — 1976
BA, Theatre/Theater
Wells Fargo Advisors, LLC 2012 - Present
Chase Investment Services Corp March 2010 - February 2012
Signature Resources January 2007 - July 2010
Signature Resources January 2007 - January 2008
Ameriprise Financial November 2002 - December 2006
Ameriprise Financial Services, Inc. 2004 - 2006
Education
Connecticut College 1972 — 1976
BA, Theatre/Theater
James Weikart's Ameriprise Financial Services, Inc. Experience OwnerMetis-Weikart Tax AssociatesJanuary 2004 - December 2006
Job Quarry Financial & Metis Group LLC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. OwnerMetis-Weikart Tax AssociatesJanuary 2004 - December 2006
Education
Columbia University in the City of New York 1970 — 1974
None, Writers Workshop
University of Iowa 1966 — 1968
Ohio Wesleyan University
Ameriprise Financial Services, Inc. OwnerMetis-Weikart Tax AssociatesJanuary 2004 - December 2006
Education
Columbia University in the City of New York 1970 — 1974
None, Writers Workshop
University of Iowa 1966 — 1968
Ohio Wesleyan University
Loren Kollmar's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Senior Business Systems Analyst
Industry Financial Services
Experience
Ameriprise Financial Services Inc 2006 - Present
Ameriprise Financial April 2005 - Present
Ameriprise Financial Services, Inc. October 2000 - Present
LK Fotography May 2000 - Present
American Express Financial Advisors 2000 - 2004
Kits Camera's 1994 - 1996
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Regulatory Requirements, Regulatory Affairs, System Requirements, Project Planning, Project Coordination, Process Improvement, Creative Problem Solving, Six Sigma, MS Office Suite, Lotus Notes, CAMS, BETA, DCM, Business Analysis, Documentation, Testing, Visio, MS Project, Customer Relations, PowerPoint, Excel, Word, Problem Solving, Compliance, Customer Service, Vendor Relations, Microsoft Office, Team Building, Process Development, Analysis, Business Process, Business Process..., Green Belt, CMMI, Microsoft Excel, Microsoft Word, Photography, Digital Photography, Portrait Photography, Event Photography, Thompson One, Outlook, Team Leadership, Software Documentation, Financial Services, Management, Risk Management
Education
Whatcom Community College 1995 — 1997
A.A.S., Political Science
Concordia University-Portland 1993 — 1994
Ameriprise Financial Services Inc 2006 - Present
Ameriprise Financial April 2005 - Present
Ameriprise Financial Services, Inc. October 2000 - Present
LK Fotography May 2000 - Present
American Express Financial Advisors 2000 - 2004
Kits Camera's 1994 - 1996
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Regulatory Requirements, Regulatory Affairs, System Requirements, Project Planning, Project Coordination, Process Improvement, Creative Problem Solving, Six Sigma, MS Office Suite, Lotus Notes, CAMS, BETA, DCM, Business Analysis, Documentation, Testing, Visio, MS Project, Customer Relations, PowerPoint, Excel, Word, Problem Solving, Compliance, Customer Service, Vendor Relations, Microsoft Office, Team Building, Process Development, Analysis, Business Process, Business Process..., Green Belt, CMMI, Microsoft Excel, Microsoft Word, Photography, Digital Photography, Portrait Photography, Event Photography, Thompson One, Outlook, Team Leadership, Software Documentation, Financial Services, Management, Risk Management
Education
Whatcom Community College 1995 — 1997
A.A.S., Political Science
Concordia University-Portland 1993 — 1994
Kui-man Chong's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Syndicate Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisors Services, Inc. October 2008 - October 2009
H&R Block Financial Advisors, Inc. January 2000 - October 2008
OLDE Discount Corporation December 1989 - December 1999
Olde Discount Corporation September 1987 - December 1989
Olde Discount Corporation March 1987 - September 1987
Olde Discount Corporation September 1986 - March 1987
Education
University of Detroit Mercy 1985 — 1986
Master of Arts, Economics
University of Detroit Mercy 1983 — 1985
Master of Business Administration
Concordia University 1979 — 1983
Bachelor of Commerce
Vanier College 1977 — 1979
Pure and Applied Science
High School of Montreal 1975 — 1977
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisors Services, Inc. October 2008 - October 2009
H&R Block Financial Advisors, Inc. January 2000 - October 2008
OLDE Discount Corporation December 1989 - December 1999
Olde Discount Corporation September 1987 - December 1989
Olde Discount Corporation March 1987 - September 1987
Olde Discount Corporation September 1986 - March 1987
Education
University of Detroit Mercy 1985 — 1986
Master of Arts, Economics
University of Detroit Mercy 1983 — 1985
Master of Business Administration
Concordia University 1979 — 1983
Bachelor of Commerce
Vanier College 1977 — 1979
Pure and Applied Science
High School of Montreal 1975 — 1977
Kate Burbach's Ameriprise Financial Services, Inc. Experience July 2002 - February 2004
Job Project Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2002 - Present
Ameriprise Financial May 2011 - May 2015
Ameriprise Financial October 2007 - May 2011
Ameriprise Financial February 2004 - October 2007
Ameriprise Financial Services, Inc. July 2002 - February 2004
Skills
Business Analysis, Microsoft Excel, Requirements Gathering, Data Analysis, Analysis, Process Improvement, Business Requirements, Business Process..., Requirements Analysis, Business Process, Relationship Management, User Acceptance Testing, Business Intelligence
Education
Concordia University-St. Paul 2005 — 2006
Organizational Management & Communications
Luther College
Ameriprise Financial July 2002 - Present
Ameriprise Financial May 2011 - May 2015
Ameriprise Financial October 2007 - May 2011
Ameriprise Financial February 2004 - October 2007
Ameriprise Financial Services, Inc. July 2002 - February 2004
Skills
Business Analysis, Microsoft Excel, Requirements Gathering, Data Analysis, Analysis, Process Improvement, Business Requirements, Business Process..., Requirements Analysis, Business Process, Relationship Management, User Acceptance Testing, Business Intelligence
Education
Concordia University-St. Paul 2005 — 2006
Organizational Management & Communications
Luther College
John Skogerboe's Ameriprise Financial Services, Inc. Experience March 2010 - Present
Job Senior Customer Service Expert
Industry Insurance
Experience
Ameriprise Financial Services, Inc. March 2010 - Present
Education
Concordia University-St. Paul 2007 — 2008
Ameriprise Financial Services, Inc. March 2010 - Present
Education
Concordia University-St. Paul 2007 — 2008
Rick Daley's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Sr. Director Service Delivery Technologies at Ameriprise Financial Services, Inc.
Industry Telecommunications
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - February 2014
Ameriprise Financial December 2009 - January 2011
Ameriprise Financial October 2005 - November 2009
American Express 1999 - 2005
American Express 1999 - 2005
American Express 1999 - 2005
Deluxe Corporation 1995 - 1999
Delta Air Lines 1989 - 1994
Skills
Call Center, Telecommunications, Budget, Networking, Management, IVR, Telephony, Unified Communications, Active Directory, Hands-on Technical..., Cisco Technologies, Budgets, Vendor Management, Process Improvement, Business Analysis, Call Centers, Technical Support, ITIL, Disaster Recovery, Cisco Call Manager, Data Center, Routers, IT Operations, Integration, Firewalls, IT Service Management, VPN, Wireless, IP, Remote Desktop, Enterprise Software
Education
Concordia University-St. Paul 2006 — 2008
Bachelors, Information Technology in Management
South Central College, Mankato, MN 1981 — 1983
Associates, Computer Maintenance
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - February 2014
Ameriprise Financial December 2009 - January 2011
Ameriprise Financial October 2005 - November 2009
American Express 1999 - 2005
American Express 1999 - 2005
American Express 1999 - 2005
Deluxe Corporation 1995 - 1999
Delta Air Lines 1989 - 1994
Skills
Call Center, Telecommunications, Budget, Networking, Management, IVR, Telephony, Unified Communications, Active Directory, Hands-on Technical..., Cisco Technologies, Budgets, Vendor Management, Process Improvement, Business Analysis, Call Centers, Technical Support, ITIL, Disaster Recovery, Cisco Call Manager, Data Center, Routers, IT Operations, Integration, Firewalls, IT Service Management, VPN, Wireless, IP, Remote Desktop, Enterprise Software
Education
Concordia University-St. Paul 2006 — 2008
Bachelors, Information Technology in Management
South Central College, Mankato, MN 1981 — 1983
Associates, Computer Maintenance
Kevin Worthington's Ameriprise Financial Services, Inc. Experience September 2013 - July 2014
Job SharePoint Developer and Administrator
Industry Information Services
Experience
UnitedHealth Group / Optum March 2015 - Present
Sogeti July 2014 - March 2015
Ameriprise Financial Services, Inc. September 2013 - July 2014
FICO April 2007 - September 2013
U.S. Bank March 2005 - April 2007
IT First Consulting Inc January 2004 - March 2005
Skills
Microsoft SQL Server, SharePoint, ASP.NET, VB.NET, Integration, Business Analysis, Windows Server, Visual Basic, Requirements Analysis, jQuery, Access, HTML, MySQL, Powershell, JavaScript, Business Intelligence, CSS, Database Design, Databases, SQL, Visual Studio, Active Directory, VMware, IIS, T-SQL, .NET, XML, SharePoint Server, Consulting, Software Development
Education
Concordia College 1983 — 1987
Bachelor of Arts (BA), Business Administration and Management, General
UnitedHealth Group / Optum March 2015 - Present
Sogeti July 2014 - March 2015
Ameriprise Financial Services, Inc. September 2013 - July 2014
FICO April 2007 - September 2013
U.S. Bank March 2005 - April 2007
IT First Consulting Inc January 2004 - March 2005
Skills
Microsoft SQL Server, SharePoint, ASP.NET, VB.NET, Integration, Business Analysis, Windows Server, Visual Basic, Requirements Analysis, jQuery, Access, HTML, MySQL, Powershell, JavaScript, Business Intelligence, CSS, Database Design, Databases, SQL, Visual Studio, Active Directory, VMware, IIS, T-SQL, .NET, XML, SharePoint Server, Consulting, Software Development
Education
Concordia College 1983 — 1987
Bachelor of Arts (BA), Business Administration and Management, General
Phil Ekstrand's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Senior Print Producer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial January 2011 - November 2014
Wells Fargo Home Mortgage September 2010 - January 2011
Woodbury Financial Services July 2010 - September 2010
RiverSource Investments December 2001 - December 2008
RiverSource Investments February 2000 - December 2008
Ameriprise Financial Services February 2000 - December 2001
Ameriprise Financial Services April 1998 - February 2000
Ameriprise Financial Services March 1997 - April 1998
Araz Group January 1995 - January 1997
Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance
Education
Concordia College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Concordia College 1988 — 1993
BA, Business Administration; German
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial January 2011 - November 2014
Wells Fargo Home Mortgage September 2010 - January 2011
Woodbury Financial Services July 2010 - September 2010
RiverSource Investments December 2001 - December 2008
RiverSource Investments February 2000 - December 2008
Ameriprise Financial Services February 2000 - December 2001
Ameriprise Financial Services April 1998 - February 2000
Ameriprise Financial Services March 1997 - April 1998
Araz Group January 1995 - January 1997
Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance
Education
Concordia College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Concordia College 1988 — 1993
BA, Business Administration; German
Erin Hunt's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Manager Recruiting and Practice Acquisitions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - October 2013
Ameriprise Financial Services, Inc. January 2011 - December 2011
Ameriprise Financial Services, Inc. July 2009 - May 2011
Ameriprise Financial, Inc June 2008 - August 2008
Kocina Marketing Companies January 2008 - April 2008
Skills
Recruiting, Leadership, Management, Strategy, Business Development, Leadership Development, Program Management, Process Improvement, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2005 — 2009
B.S.B., Marketing
Copenhagen Business School
Tsinghua University
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - October 2013
Ameriprise Financial Services, Inc. January 2011 - December 2011
Ameriprise Financial Services, Inc. July 2009 - May 2011
Ameriprise Financial, Inc June 2008 - August 2008
Kocina Marketing Companies January 2008 - April 2008
Skills
Recruiting, Leadership, Management, Strategy, Business Development, Leadership Development, Program Management, Process Improvement, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2005 — 2009
B.S.B., Marketing
Copenhagen Business School
Tsinghua University
Kimberly Coffield (Feilen)'s Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Art Director
Industry Graphic Design
Experience
RBC Wealth Management 2015 - Present
Coffield Design July 2012 - Present
Stella & Dot January 2011 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
HealthEast September 2005 - September 2008
Children's Home Society & Family Services July 2004 - September 2005
ACA International June 2000 - July 2004
ACA International June 2000 - July 2004
Sable Advertising October 1997 - December 1997
Skills
Art Direction, Photo Art Direction, Graphic Design, Adobe Creative Suite, Logo Design, Brochures, Layout, Photography, Corporate Branding, Marketing
Education
Concordia College 1993 — 1997
BA, Art & Communications (emphasis on Graphic Design & Advertising)
RBC Wealth Management 2015 - Present
Coffield Design July 2012 - Present
Stella & Dot January 2011 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
HealthEast September 2005 - September 2008
Children's Home Society & Family Services July 2004 - September 2005
ACA International June 2000 - July 2004
ACA International June 2000 - July 2004
Sable Advertising October 1997 - December 1997
Skills
Art Direction, Photo Art Direction, Graphic Design, Adobe Creative Suite, Logo Design, Brochures, Layout, Photography, Corporate Branding, Marketing
Education
Concordia College 1993 — 1997
BA, Art & Communications (emphasis on Graphic Design & Advertising)
Ann Piepkorn's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Director, Organization Effectiveness at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Rosemount Inc. 2003 - April 2011
Rosemount, Inc. December 1999 - January 2003
Denning Consulting Services January 1997 - December 1999
NUPRO Assistive Technologies 1994 - 1997
Carlson Compaines 1989 - 1994
Skills
Diversity Training, Leadership Development, Organizational..., Talent Management, Performance Management, Human Resources, Interviews, Change Management, Hiring, Employee Relations, Recruiting, Team Building, Training, New Hire Orientations, Talent Acquisition, Organizational..., Coaching, Leadership, Benefits Administration, Workshop Facilitation
Education
Concordia College 1985 — 1989
BA, Psychology and Communications
University of Minnesota
Master of Arts; MA, Human Resources Industrial Relations; HRIR; Human Resources and Labor Studies
Ameriprise Financial Services, Inc. April 2011 - Present
Rosemount Inc. 2003 - April 2011
Rosemount, Inc. December 1999 - January 2003
Denning Consulting Services January 1997 - December 1999
NUPRO Assistive Technologies 1994 - 1997
Carlson Compaines 1989 - 1994
Skills
Diversity Training, Leadership Development, Organizational..., Talent Management, Performance Management, Human Resources, Interviews, Change Management, Hiring, Employee Relations, Recruiting, Team Building, Training, New Hire Orientations, Talent Acquisition, Organizational..., Coaching, Leadership, Benefits Administration, Workshop Facilitation
Education
Concordia College 1985 — 1989
BA, Psychology and Communications
University of Minnesota
Master of Arts; MA, Human Resources Industrial Relations; HRIR; Human Resources and Labor Studies
Derek Shigano's Ameriprise Financial Services, Inc. Experience July 2011 - July 2013
Job Capital Improvement Program Specialist
Industry Government Administration
Experience
House Finance Committee November 2013 - Present
Ameriprise Financial Services, Inc. July 2011 - July 2013
Darden Restaurants September 2010 - September 2011
Northwest Resort Promotions June 2008 - January 2009
Education
Concordia University-Portland 2004 — 2008
Bachelors, Finance
House Finance Committee November 2013 - Present
Ameriprise Financial Services, Inc. July 2011 - July 2013
Darden Restaurants September 2010 - September 2011
Northwest Resort Promotions June 2008 - January 2009
Education
Concordia University-Portland 2004 — 2008
Bachelors, Finance
Andrew Earnest's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job .
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial September 2008 - December 2009
Allianz Life April 2007 - August 2008
Thomson Reuters May 2004 - March 2007
Skills
Series 6, 63, 65, 7
Education
Concordia College 2010 — 2010
Business Administration, Accounting
University of Wisconsin-Eau Claire 2000 — 2004
Business Administration, Marketing
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial September 2008 - December 2009
Allianz Life April 2007 - August 2008
Thomson Reuters May 2004 - March 2007
Skills
Series 6, 63, 65, 7
Education
Concordia College 2010 — 2010
Business Administration, Accounting
University of Wisconsin-Eau Claire 2000 — 2004
Business Administration, Marketing
Chris Berryman's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Risk Management Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - December 2014
Ameriprise Financial Services, Inc. January 2012 - February 2014
Ameriprise Financial March 2009 - January 2012
Education
Concordia College 2011 — 2013
Masters in Business Administration
Iowa State University - College of Business 2004 — 2008
BS, Business Management
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - December 2014
Ameriprise Financial Services, Inc. January 2012 - February 2014
Ameriprise Financial March 2009 - January 2012
Education
Concordia College 2011 — 2013
Masters in Business Administration
Iowa State University - College of Business 2004 — 2008
BS, Business Management
Lisa Pehler's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Project Manager, Information Security Services at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Experis March 2014 - May 2015
Blue Cross and Blue Shield of Minnesota September 2013 - March 2014
Hollstadt & Associates May 2012 - September 2013
Seeking Employment or Consulting Opportunities February 2012 - May 2012
Genesis10 August 2010 - February 2012
Ameriprise Financial April 2007 - December 2008
Ameriprise Financial September 2003 - April 2007
Ameriprise Financial January 2003 - August 2003
Ameriprise Financial March 1987 - January 2003
Skills
Change Management, Performance Management, Employee Engagement, Process Improvement, Leadership Development, Recruiting, Leadership, Strategy, Organizational..., Cross-functional Team..., Succession Planning, Business Process..., Management, Project Management
Education
Concordia University-St. Paul
BA, Human Resource Management
Condordia University, St Paul
BA in Human Resource Management
Ameriprise Financial Services, Inc. May 2015 - Present
Experis March 2014 - May 2015
Blue Cross and Blue Shield of Minnesota September 2013 - March 2014
Hollstadt & Associates May 2012 - September 2013
Seeking Employment or Consulting Opportunities February 2012 - May 2012
Genesis10 August 2010 - February 2012
Ameriprise Financial April 2007 - December 2008
Ameriprise Financial September 2003 - April 2007
Ameriprise Financial January 2003 - August 2003
Ameriprise Financial March 1987 - January 2003
Skills
Change Management, Performance Management, Employee Engagement, Process Improvement, Leadership Development, Recruiting, Leadership, Strategy, Organizational..., Cross-functional Team..., Succession Planning, Business Process..., Management, Project Management
Education
Concordia University-St. Paul
BA, Human Resource Management
Condordia University, St Paul
BA in Human Resource Management
Kay Ross's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Registered Support Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial August 2009 - October 2013
Ameriprise Financial Services, Inc June 2008 - August 2009
BriteMedia December 2002 - June 2008
Education
Concordia College 1988 — 1992
B.A., English & Communication
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial August 2009 - October 2013
Ameriprise Financial Services, Inc June 2008 - August 2009
BriteMedia December 2002 - June 2008
Education
Concordia College 1988 — 1992
B.A., English & Communication
Jennifer Evenson's Ameriprise Financial Services, Inc. Experience 1991 - 2006
Job Partnerstrategic development at Grape Creek Vineyards & Winery
Industry Wine and Spirits
Experience
Grape Creek Vineyards Partner-strategic developmentGrape Creek Vineyards & WinerySeptember 2009 - Present
American Express Financial Advisors now Ameriprise Financial 1991 - 2007
Ameriprise Financial Services, Inc. 1991 - 2006
Education
Concordia College 1985 — 1989
Bachelor of Arts Degree, Communications; Business Administration, English Writing
Grape Creek Vineyards Partner-strategic developmentGrape Creek Vineyards & WinerySeptember 2009 - Present
American Express Financial Advisors now Ameriprise Financial 1991 - 2007
Ameriprise Financial Services, Inc. 1991 - 2006
Education
Concordia College 1985 — 1989
Bachelor of Arts Degree, Communications; Business Administration, English Writing
John Arveson's Ameriprise Financial Services, Inc. Experience March 2004 - May 2009
Job Senior Paralegal at Allianz Life
Industry Financial Services
Experience
Allianz Life 2010 - Present
Ameriprise Financial Services, Inc. March 2004 - May 2009
Stanton Group September 1999 - November 2003
Stanton Group, Inc. November 1989 - August 1999
Larson, Allen, Weishair & Company April 1987 - October 1989
Skills
Employee Benefits, IRAs, ERISA
Education
Concordia College
BA, Mathematics, Economics
Allianz Life 2010 - Present
Ameriprise Financial Services, Inc. March 2004 - May 2009
Stanton Group September 1999 - November 2003
Stanton Group, Inc. November 1989 - August 1999
Larson, Allen, Weishair & Company April 1987 - October 1989
Skills
Employee Benefits, IRAs, ERISA
Education
Concordia College
BA, Mathematics, Economics
Adrianna Williams's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Implementation Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. February 2009 - Present
Ameriprise Financial Services, Inc. February 2007 - September 2009
Ameriprise Financial Services, Inc. May 2005 - February 2007
Ameriprise Financial Services, Inc. October 2004 - May 2005
Ameriprise Financial Services, Inc. January 2002 - October 2004
Ameriprise Financial Services, Inc. April 1998 - January 2002
Skills
Project Management, Leadership, Process Improvement, Vendor Management, Business Analysis, Program Management, Change Management, Risk Management, Business Process..., Visio, Strategic Planning, Business Process, Cross-functional Team..., MS Project, Requirements Analysis, Team Building, Coaching, Software Project..., Project Delivery, Leadership Development, Business Requirements, Requirements Gathering, Strategy, User Acceptance Testing
Education
Concordia University-St. Paul 2001 — 2004
Bachelor's degree, Organizational Management and Communication
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. February 2009 - Present
Ameriprise Financial Services, Inc. February 2007 - September 2009
Ameriprise Financial Services, Inc. May 2005 - February 2007
Ameriprise Financial Services, Inc. October 2004 - May 2005
Ameriprise Financial Services, Inc. January 2002 - October 2004
Ameriprise Financial Services, Inc. April 1998 - January 2002
Skills
Project Management, Leadership, Process Improvement, Vendor Management, Business Analysis, Program Management, Change Management, Risk Management, Business Process..., Visio, Strategic Planning, Business Process, Cross-functional Team..., MS Project, Requirements Analysis, Team Building, Coaching, Software Project..., Project Delivery, Leadership Development, Business Requirements, Requirements Gathering, Strategy, User Acceptance Testing
Education
Concordia University-St. Paul 2001 — 2004
Bachelor's degree, Organizational Management and Communication
David Maggitt's Ameriprise Financial Services, Inc. Experience July 1976 - January 1993
Job Owner, state farm insurance
Industry Insurance
Experience
state farm insurance February 1993 - Present
NBMBAA Twin Cities Chapter 1981 - 2010
Ameriprise Financial Services, Inc. July 1976 - January 1993
American Express 1976 - 1993
Education
University of Minnesota-Twin Cities 1977 — 1979
MBA, Information Systems
Concordia College 1972 — 1976
B.A., Business Administration, Psychology
state farm insurance February 1993 - Present
NBMBAA Twin Cities Chapter 1981 - 2010
Ameriprise Financial Services, Inc. July 1976 - January 1993
American Express 1976 - 1993
Education
University of Minnesota-Twin Cities 1977 — 1979
MBA, Information Systems
Concordia College 1972 — 1976
B.A., Business Administration, Psychology
Kerry Overton, CRPC's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Regional Sales Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial December 2009 - December 2012
Ameriprise Financial Services, Inc. March 2003 - December 2009
Ameriprise Financial Services, Inc. August 2005 - December 2008
El Paso Energy October 1996 - October 1999
Cargill Investor Services June 1994 - October 1996
Skills
Retirement, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Investment Strategies, Financial Planners, Estate Planning, Asset Management, Financial Planning, Retirement Income..., Long Term Care, Savings, Wealth Preservation, Asset Protection, Inheritance Tax Planning, Financial Advice
Education
Connecticut College 1990 — 1994
BA
Loomis Chaffee School 1988 — 1990
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial December 2009 - December 2012
Ameriprise Financial Services, Inc. March 2003 - December 2009
Ameriprise Financial Services, Inc. August 2005 - December 2008
El Paso Energy October 1996 - October 1999
Cargill Investor Services June 1994 - October 1996
Skills
Retirement, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Investment Strategies, Financial Planners, Estate Planning, Asset Management, Financial Planning, Retirement Income..., Long Term Care, Savings, Wealth Preservation, Asset Protection, Inheritance Tax Planning, Financial Advice
Education
Connecticut College 1990 — 1994
BA
Loomis Chaffee School 1988 — 1990
Cory Werlinger's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Training Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. June 2009 - March 2014
Wells Fargo Financial October 2008 - May 2009
Allianz Life Insurance Company June 2007 - August 2008
Assurant Health December 2006 - May 2007
Assurant Health May 2005 - December 2006
Assurant Health August 2003 - May 2005
Skills
Insurance, Sales Process, Sales, Leadership, Coaching, Sales Management, Fixed Annuities, Disability Insurance, Series 7, Retirement, Series 63, Financial Services, Series 6, Variable Annuities, Marketing, Series 65, Marketing Strategy, Building Relationships, New Business Development, Retirement Planning, CRM, Wealth Management, Finance, Financial Advisory, Mutual Funds
Education
Concordia College 1994 — 1998
Bachelor of Arts, Communications: Advertising and Mass Media; Business
Concordia College 1994 — 1998
Bachelor of Arts (BA), Communication and Media Studies
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. June 2009 - March 2014
Wells Fargo Financial October 2008 - May 2009
Allianz Life Insurance Company June 2007 - August 2008
Assurant Health December 2006 - May 2007
Assurant Health May 2005 - December 2006
Assurant Health August 2003 - May 2005
Skills
Insurance, Sales Process, Sales, Leadership, Coaching, Sales Management, Fixed Annuities, Disability Insurance, Series 7, Retirement, Series 63, Financial Services, Series 6, Variable Annuities, Marketing, Series 65, Marketing Strategy, Building Relationships, New Business Development, Retirement Planning, CRM, Wealth Management, Finance, Financial Advisory, Mutual Funds
Education
Concordia College 1994 — 1998
Bachelor of Arts, Communications: Advertising and Mass Media; Business
Concordia College 1994 — 1998
Bachelor of Arts (BA), Communication and Media Studies
Cristine Lyons's Ameriprise Financial Services, Inc. Experience January 2005 - September 2009
Job Veterinary Technician
Industry Veterinary
Experience
Whiskers to Tails Pet Sitting September 2010 - Present
Interstate Auto Group October 2009 - Present
Ameriprise Financial Services, Inc. January 2005 - September 2009
Skills
Customer Service, Fundraising, Telephone Skills, Outlook, Process Improvement, Data Entry, Social Networking, Purchasing, Public Speaking, Healthcare, Marketing, Coaching, Microsoft Word, Microsoft Excel, Training, Time Management, Team Building, Data Analysis, Leadership, Microsoft Office, Client Education, PowerPoint, Conflict Resolution, Management, Research, Leadership Development, Teaching, Phone Etiquette, Teamwork, Access, Supervisory Skills, Process Scheduler, Customer Satisfaction, Venipuncture, Analysis, Animal Husbandry, Dogs, Employee Training, Event Planning, Human Resources, Nonprofits, Pets, Quality Assurance, Recruiting, Restraint, Sales, Small Business, Staff Development, Team Leadership, Veterinary
Education
Minnesota School of Business 2010 — 2013
AS, Veterinary Technician
Concordia University-St. Paul 2003 — 2005
MA, Human Resource Management
University of Wisconsin-Stevens Point 1990 — 1995
BS, Environmental Educations- Outdoor Education
Whiskers to Tails Pet Sitting September 2010 - Present
Interstate Auto Group October 2009 - Present
Ameriprise Financial Services, Inc. January 2005 - September 2009
Skills
Customer Service, Fundraising, Telephone Skills, Outlook, Process Improvement, Data Entry, Social Networking, Purchasing, Public Speaking, Healthcare, Marketing, Coaching, Microsoft Word, Microsoft Excel, Training, Time Management, Team Building, Data Analysis, Leadership, Microsoft Office, Client Education, PowerPoint, Conflict Resolution, Management, Research, Leadership Development, Teaching, Phone Etiquette, Teamwork, Access, Supervisory Skills, Process Scheduler, Customer Satisfaction, Venipuncture, Analysis, Animal Husbandry, Dogs, Employee Training, Event Planning, Human Resources, Nonprofits, Pets, Quality Assurance, Recruiting, Restraint, Sales, Small Business, Staff Development, Team Leadership, Veterinary
Education
Minnesota School of Business 2010 — 2013
AS, Veterinary Technician
Concordia University-St. Paul 2003 — 2005
MA, Human Resource Management
University of Wisconsin-Stevens Point 1990 — 1995
BS, Environmental Educations- Outdoor Education
Matt Jorgensen, CFP®'s Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Product Manager Financial Planning at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial December 2011 - May 2013
Wells Fargo Investments November 2007 - August 2010
TD Ameritrade Institutional 2005 - 2007
Education
Concordia College
Minnesota State University, Mankato
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial December 2011 - May 2013
Wells Fargo Investments November 2007 - August 2010
TD Ameritrade Institutional 2005 - 2007
Education
Concordia College
Minnesota State University, Mankato
Scott Claxton's Ameriprise Financial Services, Inc. Experience 2005 - 2005
Job Application Analyst at Aspirus
Industry Hospital & Health Care
Experience
Aspirus February 2012 - Present
US Bancorp Fund Services October 2007 - February 2012
US Bancorp Fund Services March 2006 - October 2007
Ameriprise Financial Services, Inc. 2005 - 2005
Skills
OnBase Certified System..., Visio, Access, System Administration, Troubleshooting, OnBase, Active Directory, Systems Analysis, Vendor Management, Business Analysis, Requirements Analysis
Education
Concordia University-Wisconsin 2002 — 2005
Bachelor of Science (BS), Marketing
Aspirus February 2012 - Present
US Bancorp Fund Services October 2007 - February 2012
US Bancorp Fund Services March 2006 - October 2007
Ameriprise Financial Services, Inc. 2005 - 2005
Skills
OnBase Certified System..., Visio, Access, System Administration, Troubleshooting, OnBase, Active Directory, Systems Analysis, Vendor Management, Business Analysis, Requirements Analysis
Education
Concordia University-Wisconsin 2002 — 2005
Bachelor of Science (BS), Marketing
Jack Zaelich's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Director Application Development at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial 2007 - July 2010
Ameriprise Financial Services, Inc. April 2006 - July 2009
Ameriprise Financial Services, Inc. September 2008 - March 2009
Ameriprise Financial Services, Inc. May 2003 - April 2006
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, IT Strategy, SDLC
Education
Concordia College 2002 — 2004
B.A., Management in Information Technology
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial 2007 - July 2010
Ameriprise Financial Services, Inc. April 2006 - July 2009
Ameriprise Financial Services, Inc. September 2008 - March 2009
Ameriprise Financial Services, Inc. May 2003 - April 2006
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, IT Strategy, SDLC
Education
Concordia College 2002 — 2004
B.A., Management in Information Technology
Melissa Danner's Ameriprise Financial Services, Inc. Experience 1998 - October 2003
Job Principal Administrative Assistant Human Resources at Minnesota State Colleges and Universities
Industry Human Resources
Experience
Minnesota State Colleges and Universities December 2009 - Present
Momentum West March 2009 - August 2009
Luther Midelfort December 2007 - March 2009
Specailty Food Distribution Company January 2007 - October 2007
Piper Jaffray February 2004 - December 2005
Ameriprise Financial Services, Inc. 1998 - October 2003
Skills
Strategic Planning, Organizational..., Onboarding, Process Improvement, Team Building, Coaching, Employee Engagement, Higher Education, Event Planning, Marketing, Data Analysis, Nonprofits, Microsoft Word, PowerPoint, Leadership, Training, Microsoft Excel, Recruiting, Customer Service, Employee Relations, Microsoft Office, Outlook, Public Speaking, Payroll, Human Resources, Leadership Development, Staff Development
Education
Metropolitan State University 2013 — 2015
Bachelor of Arts (B.A.), Human Resources and Economics
University of Phoenix 2002 — 2003
Business - Marketing
St. Cloud State University 1997 — 1999
Political Science - Public Administration
Concordia College 1996 — 1997
Chemistry
University of Minnesota-Twin Cities 1995 — 1996
Liberal Arts
Blaine High School 1992 — 1996
High School Diploma
Minnesota State Colleges and Universities December 2009 - Present
Momentum West March 2009 - August 2009
Luther Midelfort December 2007 - March 2009
Specailty Food Distribution Company January 2007 - October 2007
Piper Jaffray February 2004 - December 2005
Ameriprise Financial Services, Inc. 1998 - October 2003
Skills
Strategic Planning, Organizational..., Onboarding, Process Improvement, Team Building, Coaching, Employee Engagement, Higher Education, Event Planning, Marketing, Data Analysis, Nonprofits, Microsoft Word, PowerPoint, Leadership, Training, Microsoft Excel, Recruiting, Customer Service, Employee Relations, Microsoft Office, Outlook, Public Speaking, Payroll, Human Resources, Leadership Development, Staff Development
Education
Metropolitan State University 2013 — 2015
Bachelor of Arts (B.A.), Human Resources and Economics
University of Phoenix 2002 — 2003
Business - Marketing
St. Cloud State University 1997 — 1999
Political Science - Public Administration
Concordia College 1996 — 1997
Chemistry
University of Minnesota-Twin Cities 1995 — 1996
Liberal Arts
Blaine High School 1992 — 1996
High School Diploma
Brent L. Abney, CFP ®'s Ameriprise Financial Services, Inc. Experience June 2001 - Present
Job Financial Advisor
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. June 2001 - Present
Education
Concordia University-Portland 2004 — 2006
Master of Business Administration (MBA)
Harding University 1984 — 1988
Bachelor of Business Administration (BBA)
Ameriprise Financial Services, Inc. June 2001 - Present
Education
Concordia University-Portland 2004 — 2006
Master of Business Administration (MBA)
Harding University 1984 — 1988
Bachelor of Business Administration (BBA)
Todd Rhodes's Ameriprise Financial Services, Inc. Experience January 2009 - March 2009
Job IT Service Management IT Procurement and Finance
Industry Automotive
Experience
Safelite AutoGlass July 2012 - Present
Safelite AutoGlass May 2010 - July 2012
Safelite AutoGlass August 2009 - May 2010
The Ohio State University July 2008 - August 2009
Ameriprise Financial Services, Inc. January 2009 - March 2009
Skills
Telecommunications, Process Improvement, Customer Service, Call Centers, Troubleshooting, Vendor Management, Disaster Recovery, Insurance, Department Budgeting, Account Reconciliation, Microsoft Office, Telecom Expense..., Expense Management, Telecommunications..., Telephone Skills, Vendor Contracts, Expenses, Avaya, Telephony, General Ledger, Oracle, Insurance Claims, IBM AS/400, Cost Center Management, Wireless Expense..., Student Financial Aid, FAFSA, Dispute Resolution, Expense Allocation, Accruals, Oracle Financials
Education
The Ohio State University 2006 — 2009
Bachelor of Science, Human Ecology, Consumer and Family Financial Services
Columbus State Community College 2003 — 2005
General Education Requirements
Safelite AutoGlass July 2012 - Present
Safelite AutoGlass May 2010 - July 2012
Safelite AutoGlass August 2009 - May 2010
The Ohio State University July 2008 - August 2009
Ameriprise Financial Services, Inc. January 2009 - March 2009
Skills
Telecommunications, Process Improvement, Customer Service, Call Centers, Troubleshooting, Vendor Management, Disaster Recovery, Insurance, Department Budgeting, Account Reconciliation, Microsoft Office, Telecom Expense..., Expense Management, Telecommunications..., Telephone Skills, Vendor Contracts, Expenses, Avaya, Telephony, General Ledger, Oracle, Insurance Claims, IBM AS/400, Cost Center Management, Wireless Expense..., Student Financial Aid, FAFSA, Dispute Resolution, Expense Allocation, Accruals, Oracle Financials
Education
The Ohio State University 2006 — 2009
Bachelor of Science, Human Ecology, Consumer and Family Financial Services
Columbus State Community College 2003 — 2005
General Education Requirements
Deb Schwalbe's Ameriprise Financial Services, Inc. Experience November 2011 - February 2012
Job Senior Business Systems Analyst at Minnesota Pollution Control Agency, MNiT
Industry Information Technology and Services
Experience
Minnesota Pollution Control Agency January 2014 - Present
Wells Fargo May 2012 - November 2013
DS Technical Services LLC June 2010 - June 2013
Ameriprise Financial Services, Inc. November 2011 - February 2012
Logic PD December 2010 - November 2011
ISD 191 Burnsville-Eagan-Savage School District January 2007 - June 2010
Schwalbe Technical Services June 2001 - August 2007
Signorelli & Associates Inc. May 2006 - March 2007
Digital DataVoice June 2000 - November 2001
US Postal Service February 1995 - February 2000
Skills
Project Management, Business Analysis, Training, Software Documentation, Process Improvement, Databases, Team Building, Leadership, Change Management, CRM, Analysis, Quality Assurance, Management, Business Process, Agile Methodologies, SDLC
Education
Concordia University-St. Paul 2007 — 2009
Master of Arts, Classroom Instruction, Curriculum Development, Reading Licensure K-12
Winona State University 1981 — 1985
Bachelor of Science, Mathematics, Computer Science, Education, Math Teaching License 7-12
Minnesota Pollution Control Agency January 2014 - Present
Wells Fargo May 2012 - November 2013
DS Technical Services LLC June 2010 - June 2013
Ameriprise Financial Services, Inc. November 2011 - February 2012
Logic PD December 2010 - November 2011
ISD 191 Burnsville-Eagan-Savage School District January 2007 - June 2010
Schwalbe Technical Services June 2001 - August 2007
Signorelli & Associates Inc. May 2006 - March 2007
Digital DataVoice June 2000 - November 2001
US Postal Service February 1995 - February 2000
Skills
Project Management, Business Analysis, Training, Software Documentation, Process Improvement, Databases, Team Building, Leadership, Change Management, CRM, Analysis, Quality Assurance, Management, Business Process, Agile Methodologies, SDLC
Education
Concordia University-St. Paul 2007 — 2009
Master of Arts, Classroom Instruction, Curriculum Development, Reading Licensure K-12
Winona State University 1981 — 1985
Bachelor of Science, Mathematics, Computer Science, Education, Math Teaching License 7-12
Kari Lleva's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Administrative/Marketing Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Rise, Inc. December 2000 - April 2007
Goodwill/Easter Seals March 1999 - December 2000
Lifetrack Resources August 1989 - October 1998
Skills
Microsoft Office, Customer Service, Community Outreach, Social Services, Public Speaking, Nonprofits, Marketing
Education
Concordia University-St. Paul 2000 — 2002
Master of Arts (MA), Organizational Management
Cornell College 1985 — 1989
Bachelor of Arts (BA), Sociology and Women's Studies
Ameriprise Financial Services, Inc. 2011 - Present
Rise, Inc. December 2000 - April 2007
Goodwill/Easter Seals March 1999 - December 2000
Lifetrack Resources August 1989 - October 1998
Skills
Microsoft Office, Customer Service, Community Outreach, Social Services, Public Speaking, Nonprofits, Marketing
Education
Concordia University-St. Paul 2000 — 2002
Master of Arts (MA), Organizational Management
Cornell College 1985 — 1989
Bachelor of Arts (BA), Sociology and Women's Studies
Lynn Hogan's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Sr Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial Services, Inc. July 2006 - November 2009
Ameriprise Financial Services, Inc. 2003 - 2006
Ameriprise Financial Services, Inc. 2002 - 2006
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Series 7, Mutual Funds
Education
Concordia College 1995 — 1999
BA, German, History, and Political Science
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial Services, Inc. July 2006 - November 2009
Ameriprise Financial Services, Inc. 2003 - 2006
Ameriprise Financial Services, Inc. 2002 - 2006
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Series 7, Mutual Funds
Education
Concordia College 1995 — 1999
BA, German, History, and Political Science
Mathew Carney-Ubl's Ameriprise Financial Services, Inc. Experience October 2009 - December 2009
Job Project Manager at ProVation Medical
Industry Information Technology and Services
Experience
ProVation Medical November 2013 - Present
ProVation Medical August 2012 - October 2013
ProVation Medical January 2010 - August 2012
Ameriprise Financial Services, Inc. October 2009 - December 2009
Ameriprise Financial Services, Inc. May 2008 - October 2009
Skills
Software Implementation, Healthcare Information..., EMR, EHR, Healthcare, Troubleshooting, Informatics, Process Improvement, Software Documentation, System Administration, Training, Project Management, Management, Sales, Team Leadership
Education
Concordia College 2002 — 2006
Bachelor of Arts, Healthcare Administration
University College Cork 2004 — 2004
Marketing and Human Resource Management
ProVation Medical November 2013 - Present
ProVation Medical August 2012 - October 2013
ProVation Medical January 2010 - August 2012
Ameriprise Financial Services, Inc. October 2009 - December 2009
Ameriprise Financial Services, Inc. May 2008 - October 2009
Skills
Software Implementation, Healthcare Information..., EMR, EHR, Healthcare, Troubleshooting, Informatics, Process Improvement, Software Documentation, System Administration, Training, Project Management, Management, Sales, Team Leadership
Education
Concordia College 2002 — 2006
Bachelor of Arts, Healthcare Administration
University College Cork 2004 — 2004
Marketing and Human Resource Management
Harley Newell's Ameriprise Financial Services, Inc. Experience March 2004 - Present
Job Senior Business Analyst Finance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2004 - Present
Great Escapes Inc. March 1984 - January 1986
Marquette National Bank February 1980 - February 1982
Skills
Program Management, Business Analysis, Requirements Management, Team Leadership, Database Management
Education
Cornell College 1974 — 1978
Bachelor of Arts, Economics, Busin Admin, Fine Arts
University of MN 1977 — 1977
Fine Arts
Ameriprise Financial Services, Inc. March 2004 - Present
Great Escapes Inc. March 1984 - January 1986
Marquette National Bank February 1980 - February 1982
Skills
Program Management, Business Analysis, Requirements Management, Team Leadership, Database Management
Education
Cornell College 1974 — 1978
Bachelor of Arts, Economics, Busin Admin, Fine Arts
University of MN 1977 — 1977
Fine Arts
Peter Zeman's Ameriprise Financial Services, Inc. Experience October 2008 - October 2011
Job Investment Advisor
Industry Investment Management
Experience
AmBen LTD 2011 - Present
Ameriprise Financial Services, Inc. October 2008 - October 2011
Prudential/Wachovia Securities 2004 - 2008
Morgan Stanley May 1999 - October 2004
Prudential Securities 1995 - 1999
Skills
Management Consulting, Investment Strategies, Portfolio Management, Employee Benefits, Succession Planning, Investment Advisory, Autism Spectrum..., Criminal Justice, Merchandising, Market Risk, Mutual Funds, Wholesale Purchasing, Fantasy Baseball, Consumer Electronics, Management, Due Diligence, Leadership, CMFC, Public Speaking, Institutional Portfolio..., Social Media, Finance, Business Planning, Strategic Planning, Teaching, Sales, Customer Service
Education
Groves High School
Columbia University in the City of New York
Syracuse University; Florence, Italy
AmBen LTD 2011 - Present
Ameriprise Financial Services, Inc. October 2008 - October 2011
Prudential/Wachovia Securities 2004 - 2008
Morgan Stanley May 1999 - October 2004
Prudential Securities 1995 - 1999
Skills
Management Consulting, Investment Strategies, Portfolio Management, Employee Benefits, Succession Planning, Investment Advisory, Autism Spectrum..., Criminal Justice, Merchandising, Market Risk, Mutual Funds, Wholesale Purchasing, Fantasy Baseball, Consumer Electronics, Management, Due Diligence, Leadership, CMFC, Public Speaking, Institutional Portfolio..., Social Media, Finance, Business Planning, Strategic Planning, Teaching, Sales, Customer Service
Education
Groves High School
Columbia University in the City of New York
Syracuse University; Florence, Italy
Bryan Doherty's Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Vice President Technologies at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2003 - Present
Accenture October 2000 - October 2003
Skills
Application Development, Strategic Planning, Budget Management, People Management, Thought Leadership, Team Leadership, Strategic Leadership, Cross-functional Team..., Acquisition Integration, Program Management, Client Relationship..., CRM, Project Portfolio..., Software Development, Vendor Management, Management, Leadership, ITIL, PMO, Budgets, Strategy, Integration, IT Strategy, Business Process..., Process Improvement, Business Analysis, SDLC, Risk Management, Business Intelligence, Enterprise Architecture
Education
Concordia University-St. Paul 1999 — 2000
Master's degree, Organizational Management
Luther College 1993 — 1997
Bachelor's degree, English Language and Literature, General
Ameriprise Financial Services, Inc. October 2003 - Present
Accenture October 2000 - October 2003
Skills
Application Development, Strategic Planning, Budget Management, People Management, Thought Leadership, Team Leadership, Strategic Leadership, Cross-functional Team..., Acquisition Integration, Program Management, Client Relationship..., CRM, Project Portfolio..., Software Development, Vendor Management, Management, Leadership, ITIL, PMO, Budgets, Strategy, Integration, IT Strategy, Business Process..., Process Improvement, Business Analysis, SDLC, Risk Management, Business Intelligence, Enterprise Architecture
Education
Concordia University-St. Paul 1999 — 2000
Master's degree, Organizational Management
Luther College 1993 — 1997
Bachelor's degree, English Language and Literature, General
Shawn Erwin's Ameriprise Financial Services, Inc. Experience March 1998 - February 2006
Job Applications Systems Engineer / Investments Business Analyst
Industry Investment Management
Experience
Galliard Capital Management February 2006 - July 2014
Ameriprise Financial Services, Inc. March 1998 - February 2006
American Express July 1996 - March 1998
Skills
SQL, Microsoft SQL Server, Database Design, Relational Databases, Access Database, Data Analysis, Requirements Analysis, Technology Integration, ETL, ERD, Performance Analysis, VBA, VB.NET, NPV, Access, SDLC, Visual Basic, Data Warehousing, Integration, Testing, Management, Project Management, Business Analysis, Leadership, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive Master of Business Administration (MBA), Carlson Scholar : GPA 3.85
Concordia College 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Galliard Capital Management February 2006 - July 2014
Ameriprise Financial Services, Inc. March 1998 - February 2006
American Express July 1996 - March 1998
Skills
SQL, Microsoft SQL Server, Database Design, Relational Databases, Access Database, Data Analysis, Requirements Analysis, Technology Integration, ETL, ERD, Performance Analysis, VBA, VB.NET, NPV, Access, SDLC, Visual Basic, Data Warehousing, Integration, Testing, Management, Project Management, Business Analysis, Leadership, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive Master of Business Administration (MBA), Carlson Scholar : GPA 3.85
Concordia College 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Sandra Sheffield's Ameriprise Financial Services, Inc. Experience March 2007 - October 2008
Job Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley Smith Barney 2008 - 2009
Ameriprise Financial Services, Inc. March 2007 - October 2008
Skills
Typing, I average 60..., Medical Terminology, Medical Coding, Work well with other...
Education
Columbus Technical College 2010 — 2012
Certificate, Medical Insurance Coding Specialist/Coder
Columbus State University 1974 — 1976
I did not graduate, Mental Health Associate
Morgan Stanley Smith Barney 2008 - 2009
Ameriprise Financial Services, Inc. March 2007 - October 2008
Skills
Typing, I average 60..., Medical Terminology, Medical Coding, Work well with other...
Education
Columbus Technical College 2010 — 2012
Certificate, Medical Insurance Coding Specialist/Coder
Columbus State University 1974 — 1976
I did not graduate, Mental Health Associate
Chris Burros's Ameriprise Financial Services, Inc. Experience April 2010 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2010 - Present
Siemens 2007 - 2010
Target 2002 - 2007
Skills
Process Improvement, Business Analysis, Project Management, SDLC, Program Management
Education
Concordia College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration
Marshall High School
Ameriprise Financial Services, Inc. April 2010 - Present
Siemens 2007 - 2010
Target 2002 - 2007
Skills
Process Improvement, Business Analysis, Project Management, SDLC, Program Management
Education
Concordia College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration
Marshall High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank