Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Neil Koch Neil Koch's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Clearing Service Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Thrivent Financial 2014 - 2015
US Bancorp Investments 2014 - 2014
Wells Fargo Corporate Trust 2013 - 2014
Wells Fargo Advisors 2011 - 2012
Best Buy 2011 - 2011
Wells Fargo Investments 2010 - 2011
Target 2009 - 2010
Augsburg Fortress Publishers 2009 - 2009
Capella University 2008 - 2008
Skills
Data Management, Software Implementation, Records Management, Banking, Data Entry, Quality Assurance, Investments, Deployment, Brokerage, Financial Service, System Deployment, Financial Services, Finance, Time Management, Management, Payroll, Sales, Editing, Advertising, Recruiting, Social Media, Applicant Tracking..., Customer Service, Leadership, Human Resources, CRM, Technical Recruiting
Education
University of St. Thomas 2014 — 2014
Mini MBA Certification, Business/Commerce
St. Cloud State University 1995 — 1999
BA, Art/Film Studies
University of Minnesota-Twin Cities 1996 — 1997
Film Studies
Cornell College 1993 — 1995
Computer Science
Ameriprise Financial Services, Inc. 2015 - Present
Thrivent Financial 2014 - 2015
US Bancorp Investments 2014 - 2014
Wells Fargo Corporate Trust 2013 - 2014
Wells Fargo Advisors 2011 - 2012
Best Buy 2011 - 2011
Wells Fargo Investments 2010 - 2011
Target 2009 - 2010
Augsburg Fortress Publishers 2009 - 2009
Capella University 2008 - 2008
Skills
Data Management, Software Implementation, Records Management, Banking, Data Entry, Quality Assurance, Investments, Deployment, Brokerage, Financial Service, System Deployment, Financial Services, Finance, Time Management, Management, Payroll, Sales, Editing, Advertising, Recruiting, Social Media, Applicant Tracking..., Customer Service, Leadership, Human Resources, CRM, Technical Recruiting
Education
University of St. Thomas 2014 — 2014
Mini MBA Certification, Business/Commerce
St. Cloud State University 1995 — 1999
BA, Art/Film Studies
University of Minnesota-Twin Cities 1996 — 1997
Film Studies
Cornell College 1993 — 1995
Computer Science
Kerry Running CRPC® Kerry Running CRPC®'s Ameriprise Financial Services, Inc. Experience June 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1993 - Present
Education
Creighton University
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. June 1993 - Present
Education
Creighton University
University of Minnesota-Twin Cities
Brenda Cottrell Brenda Cottrell's Ameriprise Financial Services, Inc. Experience April 2014 - July 2014
Job Administrative Assistant
Industry Financial Services
Experience
1st Global September 2015 - Present
Travelers Insurance March 2015 - Present
SAS Security Alarm Service Co., Inc. October 2014 - Present
EY July 2014 - August 2014
Ameriprise Financial Services, Inc. April 2014 - July 2014
Parkwood International Recruitment May 2013 - September 2013
The Ayco Company, L.P., a Goldman Sachs Company November 1998 - June 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Project, Lotus Notes, LinkedIn, Calendar Management, Office Administration, Internet Research, Administrative..., Receptionist Duties, Training, Confidentiality, Adobe, Spreadsheets, Customer Service, Process Scheduler, PeopleSoft, Customer Experience, Access, Accounts Payable, Payroll, Code Specialist, PCR Recruiter, Administrative..., Outlook, PowerPoint
Education
Asher Career Institute 2013 — 2013
Business Office Administrator Program, Microsoft Office Specialist (MOS), 4.0
Dallas County Community College 1986 — 1990
Associates, Business Office Administration
1st Global September 2015 - Present
Travelers Insurance March 2015 - Present
SAS Security Alarm Service Co., Inc. October 2014 - Present
EY July 2014 - August 2014
Ameriprise Financial Services, Inc. April 2014 - July 2014
Parkwood International Recruitment May 2013 - September 2013
The Ayco Company, L.P., a Goldman Sachs Company November 1998 - June 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Project, Lotus Notes, LinkedIn, Calendar Management, Office Administration, Internet Research, Administrative..., Receptionist Duties, Training, Confidentiality, Adobe, Spreadsheets, Customer Service, Process Scheduler, PeopleSoft, Customer Experience, Access, Accounts Payable, Payroll, Code Specialist, PCR Recruiter, Administrative..., Outlook, PowerPoint
Education
Asher Career Institute 2013 — 2013
Business Office Administrator Program, Microsoft Office Specialist (MOS), 4.0
Dallas County Community College 1986 — 1990
Associates, Business Office Administration
John A. Kish, CRPC® John A. Kish, CRPC®'s Ameriprise Financial Services, Inc. Experience November 1989 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1989 - Present
Education
Davenport University
Bachelor of Business Administration (BBA), Marketing/Finance
Ameriprise Financial Services, Inc. November 1989 - Present
Education
Davenport University
Bachelor of Business Administration (BBA), Marketing/Finance
Ann Weiss Kjos Ann Weiss Kjos's Ameriprise Financial Services, Inc. Experience November 2009 - 2011
Job Service Center Representative at Sedgwick CMS
Industry Insurance
Experience
Sedgwick CMS January 2015 - Present
Coach April 2014 - Present
Amana Furntiure and Clock Shop April 2014 - Present
Dillards Inc. July 2012 - Present
None November 2010 - Present
Aflac Insurance May 2008 - August 2012
Ameriprise Financial Services, Inc. November 2009 - 2011
Blue Cross Blue Shield of Texas August 2003 - June 2008
Skills
Recruiting, Leadership, Marketing, Selling, Training, Management, Coaching, Analysis, Time Management, Cold Calling, Sales, Customer Satisfaction, Budgets, Customer Service, Insurance, Public Speaking, Microsoft Office, Team Building, PowerPoint, Process Improvement, Event Planning, Healthcare, Outlook, Nonprofits, New Business Development, Hiring, Microsoft Word, Microsoft Excel, Sales Management, Employee Benefits, Employee Relations, Communication, Strategic Planning, Leadership Development, Human Resources, Research, Interviews, Account Management, Onboarding, Inventory Management, Risk Management, Access
Education
Crown College 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Management and Ethics, 3.8
Crown College 2005 — 2008
BS, Management & Ethics
Normandale Community College 2003 — 2004
Upgrade Computer software and web design and search engines, Computer Science
Kirkwood Community College 1983 — 1983
Medical Asistant/Accounting
Sedgwick CMS January 2015 - Present
Coach April 2014 - Present
Amana Furntiure and Clock Shop April 2014 - Present
Dillards Inc. July 2012 - Present
None November 2010 - Present
Aflac Insurance May 2008 - August 2012
Ameriprise Financial Services, Inc. November 2009 - 2011
Blue Cross Blue Shield of Texas August 2003 - June 2008
Skills
Recruiting, Leadership, Marketing, Selling, Training, Management, Coaching, Analysis, Time Management, Cold Calling, Sales, Customer Satisfaction, Budgets, Customer Service, Insurance, Public Speaking, Microsoft Office, Team Building, PowerPoint, Process Improvement, Event Planning, Healthcare, Outlook, Nonprofits, New Business Development, Hiring, Microsoft Word, Microsoft Excel, Sales Management, Employee Benefits, Employee Relations, Communication, Strategic Planning, Leadership Development, Human Resources, Research, Interviews, Account Management, Onboarding, Inventory Management, Risk Management, Access
Education
Crown College 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Management and Ethics, 3.8
Crown College 2005 — 2008
BS, Management & Ethics
Normandale Community College 2003 — 2004
Upgrade Computer software and web design and search engines, Computer Science
Kirkwood Community College 1983 — 1983
Medical Asistant/Accounting
Jason Wroblewski Jason Wroblewski's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Regional Sales Director at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford December 2012 - January 2013
Wealth Enhancement Group August 2011 - December 2012
The Hartford July 2008 - July 2011
Ameriprise Financial 2005 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
The English School Stockholm 1998 - 2002
Skills
Business Development, Sales, Leadership, 401(k), Retirement Plan..., 403(b)
Education
Dartmouth College 1993 — 1997
Bachelor of Arts
MassMutual Financial Group January 2013 - Present
The Hartford December 2012 - January 2013
Wealth Enhancement Group August 2011 - December 2012
The Hartford July 2008 - July 2011
Ameriprise Financial 2005 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
The English School Stockholm 1998 - 2002
Skills
Business Development, Sales, Leadership, 401(k), Retirement Plan..., 403(b)
Education
Dartmouth College 1993 — 1997
Bachelor of Arts
Danielle Deming's Ameriprise Financial Services, Inc. Experience May 2006 - June 2008
Job Northwestern Mutual, Licensed Insurance Coordinator
Industry Financial Services
Experience
Northwestern Mutual September 2015 - Present
Cavanaugh's April 2013 - Present
Northwestern Mutual July 2014 - July 2015
Janney Montgomery Scott LLC 2008 - 2010
Ameriprise Financial Services, Inc. May 2006 - June 2008
Luitpold Pharmaceuticals October 2005 - May 2006
Financial Control Systems Incorporated April 2000 - September 2005
Associates of Springfield Psychological September 1997 - April 2000
Skills
Series 7, Outlook, Microsoft Excel, Accounting, Teamwork, Microsoft Word, Auditing, Finance, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Investments, Financial Services, Insurance, Microsoft Office, Sales
Education
West Chester University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, General
Delaware County Community College 1997 — 1999
Associate's degree, Business Administration, General
Ridley High School 1993 — 1997
Graduated, 12
Northwestern Mutual September 2015 - Present
Cavanaugh's April 2013 - Present
Northwestern Mutual July 2014 - July 2015
Janney Montgomery Scott LLC 2008 - 2010
Ameriprise Financial Services, Inc. May 2006 - June 2008
Luitpold Pharmaceuticals October 2005 - May 2006
Financial Control Systems Incorporated April 2000 - September 2005
Associates of Springfield Psychological September 1997 - April 2000
Skills
Series 7, Outlook, Microsoft Excel, Accounting, Teamwork, Microsoft Word, Auditing, Finance, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Investments, Financial Services, Insurance, Microsoft Office, Sales
Education
West Chester University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, General
Delaware County Community College 1997 — 1999
Associate's degree, Business Administration, General
Ridley High School 1993 — 1997
Graduated, 12
Lauren Rusch Lauren Rusch's Ameriprise Financial Services, Inc. Experience October 2014 - May 2015
Job Instructional Design Contractor at US Bancorp
Industry Writing and Editing
Experience
US Bancorp August 2015 - Present
edChunk June 2010 - Present
Ameriprise Financial Services, Inc. October 2014 - May 2015
H.B. Fuller May 2014 - October 2014
DOS MANOS NEDERLAND B.V. February 2014 - March 2014
Ameriprise Financial Services, Inc. March 2012 - September 2013
Macy's November 2010 - September 2011
The Creightonian September 2009 - May 2010
Creighton University August 2008 - December 2008
Mall of America June 2008 - August 2008
Skills
Instructional Design, Captivate, Instructor-led Training, E-Learning, Technical Writing, Copy Editing, Articulate Suite, PowerPoint, Microsoft Word, AP Style, Photoshop, Illustrator, InDesign, Blogging, SAP ERP, SharePoint, Spanish, Clarinet, Editing, Training, Content Development
Education
Amauta Spanish School 2014 — 2014
Creighton University 2006 — 2010
Bachelor's Degree, Communication, Journalism, and Related Programs, 3.78 GPA, Magna Cum Laude
Vesalius College 2009 — 2009
Study Abroad
US Bancorp August 2015 - Present
edChunk June 2010 - Present
Ameriprise Financial Services, Inc. October 2014 - May 2015
H.B. Fuller May 2014 - October 2014
DOS MANOS NEDERLAND B.V. February 2014 - March 2014
Ameriprise Financial Services, Inc. March 2012 - September 2013
Macy's November 2010 - September 2011
The Creightonian September 2009 - May 2010
Creighton University August 2008 - December 2008
Mall of America June 2008 - August 2008
Skills
Instructional Design, Captivate, Instructor-led Training, E-Learning, Technical Writing, Copy Editing, Articulate Suite, PowerPoint, Microsoft Word, AP Style, Photoshop, Illustrator, InDesign, Blogging, SAP ERP, SharePoint, Spanish, Clarinet, Editing, Training, Content Development
Education
Amauta Spanish School 2014 — 2014
Creighton University 2006 — 2010
Bachelor's Degree, Communication, Journalism, and Related Programs, 3.78 GPA, Magna Cum Laude
Vesalius College 2009 — 2009
Study Abroad
Jonas Kauffman CFP®, ChFC® Jonas Kauffman CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1999 - Present
Financial Management Service April 1994 - November 1999
Education
Cornell University 1983 — 1985
M.S. 1985, Agricultural Economics
Penn State University 1974 — 1978
B.A., History
Ameriprise Financial Services, Inc. December 1999 - Present
Financial Management Service April 1994 - November 1999
Education
Cornell University 1983 — 1985
M.S. 1985, Agricultural Economics
Penn State University 1974 — 1978
B.A., History
Rhonda Blake Rhonda Blake's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Ameriprise Financial Credit Analyst
Industry Financial Services
Experience
Mpls Schools June 2014 - Present
Ameriprise Financial Services, Inc. 2010 - Present
Wells Fargo Home Mortgage 2000 - 2006
Skills
Credit, Mutual Funds, Loans, Financial Advisory, Portfolio Management, Wealth Management, Bonds, Finance, Credit Analysis, Fixed Income, Investment Advisory, Investments, Financial Analysis, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Modeling, Uniform Combined State..., Investment Strategies, Banking, Asset Managment, Community Management, Law Enforcement..., Early Childhood..., Youth Mentoring, Customer Service
Education
Creighton University
Social Psychology
University of Iowa
Business Administration, Management and Operations
Mpls Schools June 2014 - Present
Ameriprise Financial Services, Inc. 2010 - Present
Wells Fargo Home Mortgage 2000 - 2006
Skills
Credit, Mutual Funds, Loans, Financial Advisory, Portfolio Management, Wealth Management, Bonds, Finance, Credit Analysis, Fixed Income, Investment Advisory, Investments, Financial Analysis, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Modeling, Uniform Combined State..., Investment Strategies, Banking, Asset Managment, Community Management, Law Enforcement..., Early Childhood..., Youth Mentoring, Customer Service
Education
Creighton University
Social Psychology
University of Iowa
Business Administration, Management and Operations
Kjell Christiansen CRPC Kjell Christiansen CRPC's Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2003 - Present
Education
Northeastern University 2010 — 2014
Master of Business Administration (MBA)
D'Amore-McKim School of Business at Northeastern University 2010 — 2011
Advanced Business Certificate, Business Management
University of Vermont 1999 — 2003
Bachelor of Science (BS), Business Administration
Ameriprise Financial Services, Inc. October 2003 - Present
Education
Northeastern University 2010 — 2014
Master of Business Administration (MBA)
D'Amore-McKim School of Business at Northeastern University 2010 — 2011
Advanced Business Certificate, Business Management
University of Vermont 1999 — 2003
Bachelor of Science (BS), Business Administration
Martim Quayat's Ameriprise Financial Services, Inc. Experience March 2013 - August 2013
Job Personal Wealth Management | MBA
Industry Financial Services
Experience
Itaú International Securities, Inc. June 2015 - Present
U.S. Bank June 2014 - February 2015
Ameriprise Financial Services, Inc. March 2013 - August 2013
Timesavers, Inc. August 2011 - January 2013
Vadnais Rio, LLC August 2009 - August 2011
University of St. Thomas August 2010 - December 2010
University of Minnesota March 2009 - July 2009
3M June 2008 - July 2009
Helvetia Etiquetas e Tecidos, Ltda. January 2006 - March 2006
Skills
Leadership, Entrepreneurship, Spanish, Finance, Microsoft Excel, Brazilian Portuguese, Marketing, Management, Investments, Time Management, Valuation, Sales, Mathematica, Strategic Financial..., Business Development, Product Development, Portfolio Management, Process Improvement, Analysis, Economics, Strategy, Forecasting, Series 7, Financial Analysis, Financial Modeling, Strategic Planning, FactSet, Financial Planning
Education
University of Saint Thomas 2013 — 2015
Master of Business Administration (MBA), International Finance, 3.20
University of St. Thomas 2009 — 2012
Bachelor of Arts (B.A.), Financial Management, 2.94
Dakota County Technical College 2007 — 2009
Associate of Arts and Sciences (AAS), Nanoscience Technology, 3.56
Escola Senai "Roberto Simonsen" ISO 9001 2004 — 2006
CAI, Mechanical Machining, 3.17
Itaú International Securities, Inc. June 2015 - Present
U.S. Bank June 2014 - February 2015
Ameriprise Financial Services, Inc. March 2013 - August 2013
Timesavers, Inc. August 2011 - January 2013
Vadnais Rio, LLC August 2009 - August 2011
University of St. Thomas August 2010 - December 2010
University of Minnesota March 2009 - July 2009
3M June 2008 - July 2009
Helvetia Etiquetas e Tecidos, Ltda. January 2006 - March 2006
Skills
Leadership, Entrepreneurship, Spanish, Finance, Microsoft Excel, Brazilian Portuguese, Marketing, Management, Investments, Time Management, Valuation, Sales, Mathematica, Strategic Financial..., Business Development, Product Development, Portfolio Management, Process Improvement, Analysis, Economics, Strategy, Forecasting, Series 7, Financial Analysis, Financial Modeling, Strategic Planning, FactSet, Financial Planning
Education
University of Saint Thomas 2013 — 2015
Master of Business Administration (MBA), International Finance, 3.20
University of St. Thomas 2009 — 2012
Bachelor of Arts (B.A.), Financial Management, 2.94
Dakota County Technical College 2007 — 2009
Associate of Arts and Sciences (AAS), Nanoscience Technology, 3.56
Escola Senai "Roberto Simonsen" ISO 9001 2004 — 2006
CAI, Mechanical Machining, 3.17
Ken Carraro Ken Carraro's Ameriprise Financial Services, Inc. Experience 2009 - 2010
Job Board Member at Oregon Ballet Theatre
Industry Financial Services
Experience
Oregon Ballet Theatre June 2015 - Present
The Private Client Reserve of U.S. Bank April 2014 - Present
US Bank May 2012 - April 2014
Carraro Consulting June 2010 - April 2012
Ameriprise Financial Services, Inc. 2009 - 2010
Planar Systems 2008 - 2008
International Risk Consultants 2001 - 2008
Xerox Corporation 2000 - 2001
Tektronix 1997 - 2001
Bank of America 1990 - 1997
Skills
Banking, Financial Analysis, Risk Management, Strategic Planning, Budgets, Business Strategy, Business Development, Project Management, Negotiation, New Business Development, Team Building, Public Speaking, Business Planning, Customer Service, Program Management, Analysis, Team Leadership, Managerial Finance, Sales Management, Market Research, Finance, Loans, Credit, Marketing, International Trade, Entrepreneurship, Coaching, Trade Finance, Financial Modeling
Education
Cornell University 1982 — 1984
MS, Agricultural Economics
University of Illinois at Urbana-Champaign
BS, Business Management
Oregon Ballet Theatre June 2015 - Present
The Private Client Reserve of U.S. Bank April 2014 - Present
US Bank May 2012 - April 2014
Carraro Consulting June 2010 - April 2012
Ameriprise Financial Services, Inc. 2009 - 2010
Planar Systems 2008 - 2008
International Risk Consultants 2001 - 2008
Xerox Corporation 2000 - 2001
Tektronix 1997 - 2001
Bank of America 1990 - 1997
Skills
Banking, Financial Analysis, Risk Management, Strategic Planning, Budgets, Business Strategy, Business Development, Project Management, Negotiation, New Business Development, Team Building, Public Speaking, Business Planning, Customer Service, Program Management, Analysis, Team Leadership, Managerial Finance, Sales Management, Market Research, Finance, Loans, Credit, Marketing, International Trade, Entrepreneurship, Coaching, Trade Finance, Financial Modeling
Education
Cornell University 1982 — 1984
MS, Agricultural Economics
University of Illinois at Urbana-Champaign
BS, Business Management
Will Conner's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
UBS Financial Services, Inc. April 2006 - December 2008
Prudential Financial Services, Inc. August 2000 - April 2005
Gartner 1986 - 2000
Education
Pace University 1984 — 1986
MS, Computer Science
Cornell University 1978 — 1982
BS, Pre-Vet
Ameriprise Financial Services, Inc. January 2009 - Present
UBS Financial Services, Inc. April 2006 - December 2008
Prudential Financial Services, Inc. August 2000 - April 2005
Gartner 1986 - 2000
Education
Pace University 1984 — 1986
MS, Computer Science
Cornell University 1978 — 1982
BS, Pre-Vet
Veronica Boubnova Veronica Boubnova's Ameriprise Financial Services, Inc. Experience September 2008 - November 2008
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group September 2013 - Present
PricewaterhouseCoopers July 2011 - June 2013
Veronis Suhler Stevenson June 2010 - August 2010
Ameriprise Financial Services, Inc. September 2008 - November 2008
Skills
Financial Modeling, Financial Analysis, Management Consulting, Financial Risk, Strategy, Banking, Capital Markets, Risk Management, Financial Services, Corporate Finance, Private Equity, Financial Reporting, Finance, Due Diligence, Accounting
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance & Art History
University of Oxford 2009 — 2009
International Business, Strategic Management
Cornell University 2005 — 2005
Hospitality Administration/Management
The Blackstone Group September 2013 - Present
PricewaterhouseCoopers July 2011 - June 2013
Veronis Suhler Stevenson June 2010 - August 2010
Ameriprise Financial Services, Inc. September 2008 - November 2008
Skills
Financial Modeling, Financial Analysis, Management Consulting, Financial Risk, Strategy, Banking, Capital Markets, Risk Management, Financial Services, Corporate Finance, Private Equity, Financial Reporting, Finance, Due Diligence, Accounting
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance & Art History
University of Oxford 2009 — 2009
International Business, Strategic Management
Cornell University 2005 — 2005
Hospitality Administration/Management
Archana Arora Archana Arora's Ameriprise Financial Services, Inc. Experience 2010 - December 2013
Job Accounting Manager
Industry Financial Services
Experience
Randstad February 2014 - Present
Ameriprise Financial Services, Inc. 2010 - December 2013
Ameriprise Financial Services, Inc. 2007 - 2010
Ameriprise Financial Services, Inc. 2006 - 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2004
Skills
Accounting, Auditing, Analytical Skills, Communication Skills, Technical Presentations, Leadership, Public Speaking, Project Management, Microsoft Office, Finance, Financial Modeling, Financial Services, Financial Reporting
Education
University of Delhi
Bachelor's degree, Accounting
Randstad February 2014 - Present
Ameriprise Financial Services, Inc. 2010 - December 2013
Ameriprise Financial Services, Inc. 2007 - 2010
Ameriprise Financial Services, Inc. 2006 - 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2004
Skills
Accounting, Auditing, Analytical Skills, Communication Skills, Technical Presentations, Leadership, Public Speaking, Project Management, Microsoft Office, Finance, Financial Modeling, Financial Services, Financial Reporting
Education
University of Delhi
Bachelor's degree, Accounting
Edward Beitenman Edward Beitenman's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Advanced Equities 2010 - 2011
Bank of the West 1987 - 2010
Education
Creighton University 1975 — 1978
Bachelor of Science - Business Administration, Finance
Ameriprise Financial Services, Inc. September 2012 - Present
Advanced Equities 2010 - 2011
Bank of the West 1987 - 2010
Education
Creighton University 1975 — 1978
Bachelor of Science - Business Administration, Finance
Haley Hardie Haley Hardie's Ameriprise Financial Services, Inc. Experience May 2012 - January 2013
Job Office Assistant at the President's Office at Davidson College
Industry Financial Services
Experience
Office of the President at Davidson College August 2011 - Present
Department of State, Arms Control Verification and Compliance May 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - January 2013
Roadhouse Cafe August 2008 - July 2012
Wells Fargo Advisors May 2011 - August 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Microsoft Excel, PowerPoint, Access
Education
Davidson College 2011 — 2015
Watertown High School 2007 — 2011
Office of the President at Davidson College August 2011 - Present
Department of State, Arms Control Verification and Compliance May 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - January 2013
Roadhouse Cafe August 2008 - July 2012
Wells Fargo Advisors May 2011 - August 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Microsoft Excel, PowerPoint, Access
Education
Davidson College 2011 — 2015
Watertown High School 2007 — 2011
Wanda Decker Wanda Decker's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Raymond James Investment Services February 2007 - December 2013
Morgan Keegan 2007 - December 2013
AmSouth Investment Services February 1996 - February 2007
Education
Daytona State College 1978 — 1981
Business Administration, Business and Financial Services
Ameriprise Financial Services, Inc. December 2013 - Present
Raymond James Investment Services February 2007 - December 2013
Morgan Keegan 2007 - December 2013
AmSouth Investment Services February 1996 - February 2007
Education
Daytona State College 1978 — 1981
Business Administration, Business and Financial Services
Leslie (Guida) Frady Leslie (Guida) Frady's Ameriprise Financial Services, Inc. Experience June 2005 - June 2006
Job Business Program Manager TIAACREF Institutional Retirement Services
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
Leslie Frady Consulting November 2012 - August 2013
JPMorgan RPS May 2012 - November 2012
Wells Fargo January 2007 - July 2012
Wachovia, A Wells Fargo Company June 2006 - February 2007
Ameriprise Financial Services, Inc. June 2005 - June 2006
Leslie Guida Communications and Project Management Consulting October 1998 - June 2005
American Express Retirement Services August 1996 - October 1998
United Way September 1992 - July 1995
NCNB of FL (NationsBank/Bank of America) January 1989 - September 1992
Skills
Project Management, Project Planning, Strategic Communications, Program Management, Technical Writing, Long-term Customer..., Process Improvement..., Marketing Communications, Marketing..., Creative Campaign..., Technical Writers, Corporate Communications, CRM, Product Marketing, Financial Services, Leadership, Management, Process Improvement, Strategy
Education
Cornell College 1982 — 1986
BA, English and Psychology
TIAA-CREF August 2013 - Present
Leslie Frady Consulting November 2012 - August 2013
JPMorgan RPS May 2012 - November 2012
Wells Fargo January 2007 - July 2012
Wachovia, A Wells Fargo Company June 2006 - February 2007
Ameriprise Financial Services, Inc. June 2005 - June 2006
Leslie Guida Communications and Project Management Consulting October 1998 - June 2005
American Express Retirement Services August 1996 - October 1998
United Way September 1992 - July 1995
NCNB of FL (NationsBank/Bank of America) January 1989 - September 1992
Skills
Project Management, Project Planning, Strategic Communications, Program Management, Technical Writing, Long-term Customer..., Process Improvement..., Marketing Communications, Marketing..., Creative Campaign..., Technical Writers, Corporate Communications, CRM, Product Marketing, Financial Services, Leadership, Management, Process Improvement, Strategy
Education
Cornell College 1982 — 1986
BA, English and Psychology
Kristin Jewell Kristin Jewell's Ameriprise Financial Services, Inc. Experience June 2006 - August 2010
Job Administrative Coordinator at University of Minnesota Physicians
Industry Health, Wellness and Fitness
Experience
DCM Services LLC October 2011 - October 2014
Ameriprise Financial Services, Inc. June 2006 - August 2010
Various Private Clients July 2002 - June 2006
Robertson Law Group February 1999 - March 2000
Skills
Computer Proficiency, Customer Service, Insurance, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Process Improvement, Data Entry, Team Leadership, Finance, Legal Research, Life Insurance, Outlook, Call Centers, Marketing, Training, Risk Management, Customer Experience, Account Management, Financial Services, Credit, Legal Documents, Team Building, Legal Assistance, Negotiation, Time Management, Customer Satisfaction, Social Media Marketing, Financial Analysis
Education
Cornell University 2015 — 2016
Health and Wellness, General
University of California, Berkeley 2015 — 2016
Ethics / Healthcare / Nutrition
Rochester Community and Technical College 2014 — 2016
Clinical Administration
Normandale Community College 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Psychology / Criminal Justice, Honors
Nova Academy of Cosmetology 2010 — 2011
Esthetics, Aesthetician/Esthetician and Skin Care Specialist
DCM Services LLC October 2011 - October 2014
Ameriprise Financial Services, Inc. June 2006 - August 2010
Various Private Clients July 2002 - June 2006
Robertson Law Group February 1999 - March 2000
Skills
Computer Proficiency, Customer Service, Insurance, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Process Improvement, Data Entry, Team Leadership, Finance, Legal Research, Life Insurance, Outlook, Call Centers, Marketing, Training, Risk Management, Customer Experience, Account Management, Financial Services, Credit, Legal Documents, Team Building, Legal Assistance, Negotiation, Time Management, Customer Satisfaction, Social Media Marketing, Financial Analysis
Education
Cornell University 2015 — 2016
Health and Wellness, General
University of California, Berkeley 2015 — 2016
Ethics / Healthcare / Nutrition
Rochester Community and Technical College 2014 — 2016
Clinical Administration
Normandale Community College 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Psychology / Criminal Justice, Honors
Nova Academy of Cosmetology 2010 — 2011
Esthetics, Aesthetician/Esthetician and Skin Care Specialist
Cheryl Lawless's Ameriprise Financial Services, Inc. Experience August 2011 - February 2012
Job Advisor at OakWood Financial Services
Industry Financial Services
Experience
OakWood Financial Services May 2012 - Present
College Assistance Plus 2009 - Present
Ameriprise Financial Services, Inc. August 2011 - February 2012
Sage Rutty & Co., Inc 2009 - August 2011
Canvas Ma'am, Ltd January 2002 - June 2009
Education
Cornell University
BS
OakWood Financial Services May 2012 - Present
College Assistance Plus 2009 - Present
Ameriprise Financial Services, Inc. August 2011 - February 2012
Sage Rutty & Co., Inc 2009 - August 2011
Canvas Ma'am, Ltd January 2002 - June 2009
Education
Cornell University
BS
Colleen Steele, CPA Colleen Steele, CPA's Ameriprise Financial Services, Inc. Experience January 2011 - May 2012
Job Senior Associate at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2013 - Present
Regaalo, Inc August 2012 - January 2013
Bottomline Technologies June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2011 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Teamwork, Time Management, Access, Financial Reporting, Research
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor's Degree, Accounting and Finance, Summa Cum Laude 3.82
Budapest Corvinus University 2011 — 2011
Ernst & Young September 2013 - Present
Regaalo, Inc August 2012 - January 2013
Bottomline Technologies June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2011 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Teamwork, Time Management, Access, Financial Reporting, Research
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor's Degree, Accounting and Finance, Summa Cum Laude 3.82
Budapest Corvinus University 2011 — 2011
Randy Overby Randy Overby's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Edward Jones January 2003 - December 2011
Education
Davidson College 1983 — 1987
Computer Programming
LaSalle University 1977 — 1979
Business Management
Ameriprise Financial Services, Inc. December 2011 - Present
Edward Jones January 2003 - December 2011
Education
Davidson College 1983 — 1987
Computer Programming
LaSalle University 1977 — 1979
Business Management
Timothy Wagman, CFP®, CDFA™ Timothy Wagman, CFP®, CDFA™'s Ameriprise Financial Services, Inc. Experience May 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1991 - Present
Education
Creighton University
Juris Doctor, Taxation
University of Missouri-Columbia
Bachelor of Science, Journalism
Ameriprise Financial Services, Inc. May 1991 - Present
Education
Creighton University
Juris Doctor, Taxation
University of Missouri-Columbia
Bachelor of Science, Journalism
Rebecca Reynolds Rebecca Reynolds's Ameriprise Financial Services, Inc. Experience September 2011 - March 2012
Job Business Analysis | Strategy | Relationship Devlopment | Marketing | Process | Connection | Coaching | Lifestyle
Industry Management Consulting
Experience
TCF Bank September 2014 - Present
TCF Bank August 2012 - September 2014
Ameriprise Financial Services, Inc. September 2011 - March 2012
Airo Marketing, Inc February 2011 - September 2011
PartnersFirst Affinity Services May 2008 - May 2009
Bank of America - Card Services October 1997 - April 2008
Bank of America 1997 - 2007
Skills
Social Media Marketing, Business Analysis, CRM, Banking, Business Strategy, Management, Leadership, Strategy, Marketing, Coaching, Start-ups, Project Management, Process Improvement, Team Building, Networking, Making Connections, Group Dynamics, Event Planning, Marketing Strategy, Business Planning, Project Planning, SDLC, Sales, Human Resources, Social Media, SEO, Management Consulting, Six Sigma, Small Business, Retail, Finance, Customer Service
Education
Delaware State University 1995 — 1997
Psychology
TCF Bank September 2014 - Present
TCF Bank August 2012 - September 2014
Ameriprise Financial Services, Inc. September 2011 - March 2012
Airo Marketing, Inc February 2011 - September 2011
PartnersFirst Affinity Services May 2008 - May 2009
Bank of America - Card Services October 1997 - April 2008
Bank of America 1997 - 2007
Skills
Social Media Marketing, Business Analysis, CRM, Banking, Business Strategy, Management, Leadership, Strategy, Marketing, Coaching, Start-ups, Project Management, Process Improvement, Team Building, Networking, Making Connections, Group Dynamics, Event Planning, Marketing Strategy, Business Planning, Project Planning, SDLC, Sales, Human Resources, Social Media, SEO, Management Consulting, Six Sigma, Small Business, Retail, Finance, Customer Service
Education
Delaware State University 1995 — 1997
Psychology
Heidi Will Heidi Will's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2011
US Trust Company March 1988 - May 1992
Skills
Financial Analysis, Financial Planning, Investments
Education
Cornell University 1983 — 1987
BS, Finance
Northfield Mount Hermon 1981 — 1983
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2011
US Trust Company March 1988 - May 1992
Skills
Financial Analysis, Financial Planning, Investments
Education
Cornell University 1983 — 1987
BS, Finance
Northfield Mount Hermon 1981 — 1983
Harish C Dang, CFP®, CLTC® Harish C Dang, CFP®, CLTC®'s Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Financial Advisor Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Education
Harvard University 1971 — 1972
Master of Arts (M.A.)
Delhi University 1963 — 1968
Bachelor of Arts (BA)
Ameriprise Financial Services, Inc. April 2011 - Present
Education
Harvard University 1971 — 1972
Master of Arts (M.A.)
Delhi University 1963 — 1968
Bachelor of Arts (BA)
Sharon Tyson's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job at
Industry Events Services
Experience
Skyline Exhibits August 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
IX Center December 2011 - December 2012
Vendome Group March 2010 - August 2011
Penton Media February 2005 - March 2009
Penton Media Inc. January 2000 - January 2005
Skills
Trade Shows, Event Management, B2B, Publishing, Lead Generation, Integrated Marketing, Marketing Communications, Online Advertising, Advertising, Marketing Strategy, Social Media, Direct Marketing, Advertising Sales, B2B Marketing, Financial Services, Copywriting, Account Management, Event Planning, Marketing, New Business Development
Education
Cuyahoga Community College
Marketing & Business Administration
New Horizons Learning Center
Sales & Marketing Executives Association of Cleveland
Sales & Marketing Coursework
Skyline Exhibits August 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
IX Center December 2011 - December 2012
Vendome Group March 2010 - August 2011
Penton Media February 2005 - March 2009
Penton Media Inc. January 2000 - January 2005
Skills
Trade Shows, Event Management, B2B, Publishing, Lead Generation, Integrated Marketing, Marketing Communications, Online Advertising, Advertising, Marketing Strategy, Social Media, Direct Marketing, Advertising Sales, B2B Marketing, Financial Services, Copywriting, Account Management, Event Planning, Marketing, New Business Development
Education
Cuyahoga Community College
Marketing & Business Administration
New Horizons Learning Center
Sales & Marketing Executives Association of Cleveland
Sales & Marketing Coursework
Caila Schreiber Caila Schreiber's Ameriprise Financial Services, Inc. Experience August 2011 - May 2012
Job Paraplanner at Advanced Wealth Management Group
Industry Financial Services
Experience
Advanced Wealth Management Group June 2013 - Present
Calico Juno Designs September 2012 - May 2013
Raymond James Financial Inc. January 2012 - May 2012
Ameriprise Financial Services, Inc. August 2011 - May 2012
McGrath North Mullin & Kratz January 2010 - December 2011
Omaha Storm Chasers April 2010 - September 2010
American Medical Systems July 2008 - August 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, Access, Research, Microsoft Word, Microsoft Office, Investments, Financial Analysis, Facebook, Outlook
Education
Creighton University 2008 — 2012
B.S.B.A, Economics, Finance
Advanced Wealth Management Group June 2013 - Present
Calico Juno Designs September 2012 - May 2013
Raymond James Financial Inc. January 2012 - May 2012
Ameriprise Financial Services, Inc. August 2011 - May 2012
McGrath North Mullin & Kratz January 2010 - December 2011
Omaha Storm Chasers April 2010 - September 2010
American Medical Systems July 2008 - August 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, Access, Research, Microsoft Word, Microsoft Office, Investments, Financial Analysis, Facebook, Outlook
Education
Creighton University 2008 — 2012
B.S.B.A, Economics, Finance
John Worcester, CFA John Worcester, CFA's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley February 1992 - September 2012
Bank of New England July 1984 - January 1992
Shawmut Bank of Boston November 1978 - June 1984
BayBank December 1971 - October 1978
Education
Babson College
Master of Business Administration (MBA)
Dartmouth College
BA
Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley February 1992 - September 2012
Bank of New England July 1984 - January 1992
Shawmut Bank of Boston November 1978 - June 1984
BayBank December 1971 - October 1978
Education
Babson College
Master of Business Administration (MBA)
Dartmouth College
BA
Valerie Royal, PHR Valerie Royal, PHR's Ameriprise Financial Services, Inc. Experience January 1990 - January 1996
Job VP, Human Resources Partner at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo October 2011 - March 2015
Walt Disney World April 2004 - October 2011
Walt Disney World April 2002 - April 2004
Walt Disney World January 2001 - April 2002
Securian Financial Group (A Minnesota Life Company) January 1998 - January 2001
Medtronic January 1996 - January 1998
Ameriprise Financial Services, Inc. January 1990 - January 1996
Education
Cornell University ILR Certificate Program 2010 — 2010
Graduate Certificate
The George Washington University 2005 — 2005
Graduate Certificate
University of Saint Thomas - School of Business 1996 — 1999
MBA
Florida Agricultural and Mechanical University
BS
Southfield High School
Wells Fargo March 2015 - Present
Wells Fargo October 2011 - March 2015
Walt Disney World April 2004 - October 2011
Walt Disney World April 2002 - April 2004
Walt Disney World January 2001 - April 2002
Securian Financial Group (A Minnesota Life Company) January 1998 - January 2001
Medtronic January 1996 - January 1998
Ameriprise Financial Services, Inc. January 1990 - January 1996
Education
Cornell University ILR Certificate Program 2010 — 2010
Graduate Certificate
The George Washington University 2005 — 2005
Graduate Certificate
University of Saint Thomas - School of Business 1996 — 1999
MBA
Florida Agricultural and Mechanical University
BS
Southfield High School
Peter Berlin Peter Berlin's Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Vice President, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley September 2007 - October 2010
Merrill Lynch November 2003 - September 2007
American Express Financial Advisors February 2002 - November 2003
Merrill Lynch November 1987 - February 2002
Education
Cornell University 1982 — 1984
State University of New York at Stony Brook 1978 — 1982
Bachelor of Arts (B.A.)
Wheatley 1974 — 1978
Pace University - Lubin School of Business
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley September 2007 - October 2010
Merrill Lynch November 2003 - September 2007
American Express Financial Advisors February 2002 - November 2003
Merrill Lynch November 1987 - February 2002
Education
Cornell University 1982 — 1984
State University of New York at Stony Brook 1978 — 1982
Bachelor of Arts (B.A.)
Wheatley 1974 — 1978
Pace University - Lubin School of Business
North Moore, CFA North Moore, CFA's Ameriprise Financial Services, Inc. Experience 2004 - 2006
Job Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group 2011 - Present
Merrill Lynch Private Client Group 2006 - 2011
Ameriprise Financial Services, Inc. 2004 - 2006
Education
Davidson College 1999 — 2003
Merrill Lynch Private Banking & Investment Group 2011 - Present
Merrill Lynch Private Client Group 2006 - 2011
Ameriprise Financial Services, Inc. 2004 - 2006
Education
Davidson College 1999 — 2003
Laura Bayer's Ameriprise Financial Services, Inc. Experience September 2011 - April 2012
Job Senior Technical Writer, LB Communications, Inc.
Industry Writing and Editing
Experience
Ability Focus Plan July 2010 - Present
LB Communications, Inc. December 2000 - Present
Ameriprise Financial Services, Inc. September 2011 - April 2012
Hutchinson Technology Inc. April 2010 - July 2010
MTS Corp. October 2008 - December 2009
Ardent Software/Informix, Inc. January 2000 - May 2000
Zilog, Inc. May 1997 - December 1999
Novellus Systems, Inc. February 1996 - April 1997
IBM Corporation September 1989 - July 1992
IBM Corporation March 1982 - August 1989
Skills
Online Help, Technical Writing, Adobe Acrobat, Editing, Content Management, Technical Communication, FrameMaker, Instructional Design, Content Development, Document Management, Software Documentation, SnagIt, RoboHelp, Manuals, Newsletters, Copy Editing, Visio, Technical Documentation, Single Sourcing
Education
De Anza College
Certificate, Technical Communication
University of Minnesota-Twin Cities
Ability Focus Plan July 2010 - Present
LB Communications, Inc. December 2000 - Present
Ameriprise Financial Services, Inc. September 2011 - April 2012
Hutchinson Technology Inc. April 2010 - July 2010
MTS Corp. October 2008 - December 2009
Ardent Software/Informix, Inc. January 2000 - May 2000
Zilog, Inc. May 1997 - December 1999
Novellus Systems, Inc. February 1996 - April 1997
IBM Corporation September 1989 - July 1992
IBM Corporation March 1982 - August 1989
Skills
Online Help, Technical Writing, Adobe Acrobat, Editing, Content Management, Technical Communication, FrameMaker, Instructional Design, Content Development, Document Management, Software Documentation, SnagIt, RoboHelp, Manuals, Newsletters, Copy Editing, Visio, Technical Documentation, Single Sourcing
Education
De Anza College
Certificate, Technical Communication
University of Minnesota-Twin Cities
Shana Bickford Shana Bickford's Ameriprise Financial Services, Inc. Experience April 2005 - November 2005
Job MultiLine Representative State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance March 2012 - Present
State Farm Insurance June 2007 - March 2010
Ameriprise Financial Services, Inc. April 2005 - November 2005
Cycle Center- Fremont Harley-Davidson October 2002 - April 2005
Aguirre International April 1999 - April 2000
Knell Law Corporation: Probate and Estate Law October 1997 - June 1998
Skills
Sales & Retail, Customer Service, Sales, Microsoft Office, Research, Microsoft Word, Mutual Funds, Investments, Strategic Financial..., Creative Writing, Leadership, Coaching, Banking, Finance
Education
CSU East Bay, Hayward, CA 2001 — 2002
Master of Arts, English (American Literature)
World College West, Petaluma,CA 1989 — 1991
Bachelor of Arts, Art & Society, Emphasis in Cultural Anthropology
Foothill College 2002 — 2004
Real Estate, Real Estate and Business Law
De Anza College 1987 — 1989
Intercultural/Multicultural and Diversity Studies
State Farm Insurance March 2012 - Present
State Farm Insurance June 2007 - March 2010
Ameriprise Financial Services, Inc. April 2005 - November 2005
Cycle Center- Fremont Harley-Davidson October 2002 - April 2005
Aguirre International April 1999 - April 2000
Knell Law Corporation: Probate and Estate Law October 1997 - June 1998
Skills
Sales & Retail, Customer Service, Sales, Microsoft Office, Research, Microsoft Word, Mutual Funds, Investments, Strategic Financial..., Creative Writing, Leadership, Coaching, Banking, Finance
Education
CSU East Bay, Hayward, CA 2001 — 2002
Master of Arts, English (American Literature)
World College West, Petaluma,CA 1989 — 1991
Bachelor of Arts, Art & Society, Emphasis in Cultural Anthropology
Foothill College 2002 — 2004
Real Estate, Real Estate and Business Law
De Anza College 1987 — 1989
Intercultural/Multicultural and Diversity Studies
Dawn Smith CFP®, ChFC, CLTC Dawn Smith CFP®, ChFC, CLTC's Ameriprise Financial Services, Inc. Experience 1993 - Present
Job Private Wealth Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 1993 - Present
Ameriprise Financial Services, Inc. 1993 - Present
Education
Dartmouth College 1988 — 1992
BA, Psychology
Ameriprise Financial May 1993 - Present
Ameriprise Financial Services, Inc. 1993 - Present
Education
Dartmouth College 1988 — 1992
BA, Psychology
Fred Steinmark Fred Steinmark's Ameriprise Financial Services, Inc. Experience
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.
Education
Cornell Law School 1968 — 1971
JD, Law
Queens College 1964 — 1968
BA, Accounting
Stuyvesant High School 1961 — 1964
Ameriprise Financial Services, Inc.
Education
Cornell Law School 1968 — 1971
JD, Law
Queens College 1964 — 1968
BA, Accounting
Stuyvesant High School 1961 — 1964
Cheryl Daniel Cheryl Daniel's Ameriprise Financial Services, Inc. Experience October 2004 - February 2007
Job Healthcare Solution Expert
Industry Insurance
Experience
USA Benefits Group December 2010 - Present
Southwest Texas Capital May 2008 - July 2008
Barron Moore, Inc. March 2007 - May 2008
Ameriprise Financial Services, Inc. October 2004 - February 2007
XactiMed May 2003 - June 2004
WellPoint February 2003 - April 2004
Legacy Consulting Group, Inc. August 2002 - January 2003
Blue Cross Blue Shield of Florida September 2001 - August 2002
Cambridge Integrated Services November 2000 - May 2001
Axiom Systems August 1998 - October 2000
Education
The University of Texas at Arlington 1995 — 1997
Dallas County Community College 1992 — 1995
Associates, Information Technology
USA Benefits Group December 2010 - Present
Southwest Texas Capital May 2008 - July 2008
Barron Moore, Inc. March 2007 - May 2008
Ameriprise Financial Services, Inc. October 2004 - February 2007
XactiMed May 2003 - June 2004
WellPoint February 2003 - April 2004
Legacy Consulting Group, Inc. August 2002 - January 2003
Blue Cross Blue Shield of Florida September 2001 - August 2002
Cambridge Integrated Services November 2000 - May 2001
Axiom Systems August 1998 - October 2000
Education
The University of Texas at Arlington 1995 — 1997
Dallas County Community College 1992 — 1995
Associates, Information Technology
Chris Ciocca, CIMA®, AIF® Chris Ciocca, CIMA®, AIF®'s Ameriprise Financial Services, Inc. Experience 2009 - 2012
Job Regional Sales Manager, Cetera Financial
Industry Investment Management
Experience
Cetera Financial Group 2012 - Present
Ameriprise Financial Services, Inc. 2009 - 2012
LPL 2006 - 2009
Columbia Management 2005 - 2005
Salomon Smith Barney 1998 - 2005
State Street 1996 - 1998
Skills
Financial Services, Sales Operations, Series 7, Financial Advisory, Investments, Finance, New Business Development, Sales, Alternative Investments, Securities, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
MSF, Masters of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS, Business Admin.
Harborfields
Cetera Financial Group 2012 - Present
Ameriprise Financial Services, Inc. 2009 - 2012
LPL 2006 - 2009
Columbia Management 2005 - 2005
Salomon Smith Barney 1998 - 2005
State Street 1996 - 1998
Skills
Financial Services, Sales Operations, Series 7, Financial Advisory, Investments, Finance, New Business Development, Sales, Alternative Investments, Securities, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
MSF, Masters of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS, Business Admin.
Harborfields
Russell Holmes Russell Holmes's Ameriprise Financial Services, Inc. Experience January 2004 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™, MBA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2004 - Present
Beacon Video Stop September 1991 - December 2003
Brooks PRI Automation 1994 - 2002
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Business
Boston University, College of Engineering 1987 — 1992
Bachelors, Mechanical Engineering
Ameriprise Financial Services, Inc. January 2004 - Present
Beacon Video Stop September 1991 - December 2003
Brooks PRI Automation 1994 - 2002
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Business
Boston University, College of Engineering 1987 — 1992
Bachelors, Mechanical Engineering
Rose Nemecek Rose Nemecek's Ameriprise Financial Services, Inc. Experience August 2001 - August 2006
Job Executive Assistant at Dawes Wealth Management
Industry Investment Management
Experience
Dawes Wealth Management November 2013 - Present
Integrity Financial Service, LLC May 2013 - October 2013
Butterball Farms, Inc. September 2012 - December 2012
Ashley Ingersoll April 2010 - June 2012
ING Financial Servis August 2007 - June 2009
Ameriprise Financial Services, Inc. August 2001 - August 2006
Skills
Self Starter, Group Presentations, Organizational..., Teamwork, Personnel, Time Management, Team Leadership, Hard Worker, Customer Service, PowerPoint, Word, Event Planning, Administration, Excel, Microsoft Office, Team Building, Public Speaking, Scheduling, Planning, Research, Non-profits, Coaching, Problem Solving, Great People Skills, Fundraising, Teaching, Social Networking, Compliance, Data Entry, Microsoft Word, Microsoft Excel, Customer Satisfaction, Program Management, Negotiation
Education
Cornerstone University 2010 — 2012
Bachlor of Science, Business Management
Ferris State University 2004 — 2007
Associates of Science, Dental Hygiene
Dawes Wealth Management November 2013 - Present
Integrity Financial Service, LLC May 2013 - October 2013
Butterball Farms, Inc. September 2012 - December 2012
Ashley Ingersoll April 2010 - June 2012
ING Financial Servis August 2007 - June 2009
Ameriprise Financial Services, Inc. August 2001 - August 2006
Skills
Self Starter, Group Presentations, Organizational..., Teamwork, Personnel, Time Management, Team Leadership, Hard Worker, Customer Service, PowerPoint, Word, Event Planning, Administration, Excel, Microsoft Office, Team Building, Public Speaking, Scheduling, Planning, Research, Non-profits, Coaching, Problem Solving, Great People Skills, Fundraising, Teaching, Social Networking, Compliance, Data Entry, Microsoft Word, Microsoft Excel, Customer Satisfaction, Program Management, Negotiation
Education
Cornerstone University 2010 — 2012
Bachlor of Science, Business Management
Ferris State University 2004 — 2007
Associates of Science, Dental Hygiene
Ken Hoyt Ken Hoyt's Ameriprise Financial Services, Inc. Experience May 2004 - January 2007
Job IBM Analytics Territory Manager
Industry Computer Software
Experience
IBM April 2008 - Present
AXA Advisors February 2007 - April 2008
Ameriprise Financial Services, Inc. May 2004 - January 2007
Edward Jones January 2003 - November 2003
BNY Mellon November 2000 - January 2003
Keyport Life Insurance January 1998 - April 2000
Skills
Strategic Financial..., Cognos, Business Analytics, Investments, TM1, Software Industry, Business Intelligence, Analytics, Certified Financial..., Analysis, CRM, Financial Services, Solution Selling, Risk Management
Education
Syracuse University 1985 — 1989
B.S.
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
Masters
Natick High School 1981 — 1985
IBM April 2008 - Present
AXA Advisors February 2007 - April 2008
Ameriprise Financial Services, Inc. May 2004 - January 2007
Edward Jones January 2003 - November 2003
BNY Mellon November 2000 - January 2003
Keyport Life Insurance January 1998 - April 2000
Skills
Strategic Financial..., Cognos, Business Analytics, Investments, TM1, Software Industry, Business Intelligence, Analytics, Certified Financial..., Analysis, CRM, Financial Services, Solution Selling, Risk Management
Education
Syracuse University 1985 — 1989
B.S.
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
Masters
Natick High School 1981 — 1985
Nnamdi J. Nwaneri, Esq. Nnamdi J. Nwaneri, Esq.'s Ameriprise Financial Services, Inc. Experience September 2005 - February 2007
Job Attorney and Business Professional
Industry Law Practice
Experience
DMV Food Truck Association April 2014 - Present
Epiq Systems March 2014 - Present
NeatMeatDC February 2013 - Present
McCarter & English, LLP October 2010 - February 2013
Washington Lawyers' Committee for Civil Rights and Urban Affairs September 2010 - March 2011
FEMA May 2008 - August 2008
Ameriprise Financial Services, Inc. September 2005 - February 2007
Skills
Financial Planning, Litigation, Real Estate, Corporate Law, Financial Services, Legal Research, Legal Writing, Westlaw, Civil Litigation, Commercial Litigation, Securities Regulation, Securities, Mediation, Intellectual Property, Estate Planning, Courts, International Law, ERISA, Corporate Governance, Employment Law, Criminal Law, Lexis, Administrative Law, Licensing
Education
Howard University School of Law 2007 — 2010
JD, Law
Cornell University 2001 — 2005
BA, Economics
DMV Food Truck Association April 2014 - Present
Epiq Systems March 2014 - Present
NeatMeatDC February 2013 - Present
McCarter & English, LLP October 2010 - February 2013
Washington Lawyers' Committee for Civil Rights and Urban Affairs September 2010 - March 2011
FEMA May 2008 - August 2008
Ameriprise Financial Services, Inc. September 2005 - February 2007
Skills
Financial Planning, Litigation, Real Estate, Corporate Law, Financial Services, Legal Research, Legal Writing, Westlaw, Civil Litigation, Commercial Litigation, Securities Regulation, Securities, Mediation, Intellectual Property, Estate Planning, Courts, International Law, ERISA, Corporate Governance, Employment Law, Criminal Law, Lexis, Administrative Law, Licensing
Education
Howard University School of Law 2007 — 2010
JD, Law
Cornell University 2001 — 2005
BA, Economics
Melissa Harrison, CHRS, GBA Melissa Harrison, CHRS, GBA's Ameriprise Financial Services, Inc. Experience February 1999 - February 2001
Job Executive Vice President, Employee Benefits
Industry Insurance
Experience
Higginbotham October 2007 - Present
Coastal Bend SHRM January 2006 - October 2014
HRH February 2002 - October 2007
A.G. Edwards & Sons, Inc. February 2001 - February 2002
Ameriprise Financial Services, Inc. February 1999 - February 2001
Ameriprise Financial Services, Inc. April 1997 - January 1999
Graco February 1996 - April 1997
Skills
Employee Benefits, Insurance, Benefits Administration, Health Insurance, Deferred Compensation, Employee Relations, Performance Management, Human Resources, HRIS, Team Building, Disability Insurance, Strategic Planning, Organizational..., Brokers, Payroll, Leadership Development, Public Speaking, Healthcare Management, Health Care Reform, Compliance, Compensation & Benefit, Benefits Design, Dental Insurance, Cafeteria Plans, COBRA, Health Savings Accounts, FMLA, Commercial Insurance, Term Life Insurance, Strategy, Risk Management, Property & Casualty..., Long-term Care, Life Insurance, Personnel Management, Employee Wellness, Claim
Education
University of the Incarnate Word 2012 — 2013
Master of Business Administration (MBA)
University of the Incarnate Word
Bachelor of Arts, Human Resources & Business Administration
Del Mar College
Associates Degree, Business Administration
Higginbotham October 2007 - Present
Coastal Bend SHRM January 2006 - October 2014
HRH February 2002 - October 2007
A.G. Edwards & Sons, Inc. February 2001 - February 2002
Ameriprise Financial Services, Inc. February 1999 - February 2001
Ameriprise Financial Services, Inc. April 1997 - January 1999
Graco February 1996 - April 1997
Skills
Employee Benefits, Insurance, Benefits Administration, Health Insurance, Deferred Compensation, Employee Relations, Performance Management, Human Resources, HRIS, Team Building, Disability Insurance, Strategic Planning, Organizational..., Brokers, Payroll, Leadership Development, Public Speaking, Healthcare Management, Health Care Reform, Compliance, Compensation & Benefit, Benefits Design, Dental Insurance, Cafeteria Plans, COBRA, Health Savings Accounts, FMLA, Commercial Insurance, Term Life Insurance, Strategy, Risk Management, Property & Casualty..., Long-term Care, Life Insurance, Personnel Management, Employee Wellness, Claim
Education
University of the Incarnate Word 2012 — 2013
Master of Business Administration (MBA)
University of the Incarnate Word
Bachelor of Arts, Human Resources & Business Administration
Del Mar College
Associates Degree, Business Administration
Phillip Krause's Ameriprise Financial Services, Inc. Experience September 2006 - August 2008
Job Principal of Krause Capital, Inc.
Industry Investment Management
Experience
Krause Capital, Inc. September 2008 - Present
Raymond James Financial Inc. August 2008 - March 2009
Ameriprise Financial Services, Inc. September 2006 - August 2008
Morgan Stanley Investment Management May 2005 - August 2006
Skills
Investments, Wealth Management, Asset Allocation, Bonds, Portfolio Management, Financial Services, Strategic Financial..., Financial Advisory, Financial Analysis, Insurance Brokerage, Series 7
Education
Harvard Law School 2015 — 2015
Executive Program on Negotiation and Leadership, Law
University of Miami - School of Business 2011 — 2012
Executive CERTIFIED FINANCIAL PLANNER^TM Certificate Program
Cornell University Graduate School 2011 — 2011
Executive Certificate, Financial Management
Rhodes College 2002 — 2006
Bachelors, History
Universidad de Salamanca 2005 — 2005
International/Global Studies
Krause Capital, Inc. September 2008 - Present
Raymond James Financial Inc. August 2008 - March 2009
Ameriprise Financial Services, Inc. September 2006 - August 2008
Morgan Stanley Investment Management May 2005 - August 2006
Skills
Investments, Wealth Management, Asset Allocation, Bonds, Portfolio Management, Financial Services, Strategic Financial..., Financial Advisory, Financial Analysis, Insurance Brokerage, Series 7
Education
Harvard Law School 2015 — 2015
Executive Program on Negotiation and Leadership, Law
University of Miami - School of Business 2011 — 2012
Executive CERTIFIED FINANCIAL PLANNER^TM Certificate Program
Cornell University Graduate School 2011 — 2011
Executive Certificate, Financial Management
Rhodes College 2002 — 2006
Bachelors, History
Universidad de Salamanca 2005 — 2005
International/Global Studies
Christina Buelow Christina Buelow's Ameriprise Financial Services, Inc. Experience November 2010 - December 2011
Job Clinical Research Associate at Intersect ENT
Industry Environmental Services
Experience
Intersect ENT January 2015 - Present
St. Jude Medical August 2012 - January 2015
MedGraphics Corporation April 2012 - August 2012
Party Favors January 2009 - June 2012
Menttium Corporation October 2011 - February 2012
Ameriprise Financial Services, Inc. November 2010 - December 2011
3M Health Care July 1999 - September 2003
3M June 1997 - June 1999
Skills
Event Planning, Clinical Research, Clinical Trials, Environmental..., Environmental Science, Environmental Policy, Medical Devices, Protocol, Interviews, Regulatory Affairs, Start-ups, Marketing, Healthcare
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Pursuing Certificate from Medical Industry Leadership Institute
Duke University 1995 — 1997
Master of Environmental Management, Environmental Management
Creighton University 1991 — 1995
BS Evs, Environmental Science, Certificate in Business Administration
Regis High School
Intersect ENT January 2015 - Present
St. Jude Medical August 2012 - January 2015
MedGraphics Corporation April 2012 - August 2012
Party Favors January 2009 - June 2012
Menttium Corporation October 2011 - February 2012
Ameriprise Financial Services, Inc. November 2010 - December 2011
3M Health Care July 1999 - September 2003
3M June 1997 - June 1999
Skills
Event Planning, Clinical Research, Clinical Trials, Environmental..., Environmental Science, Environmental Policy, Medical Devices, Protocol, Interviews, Regulatory Affairs, Start-ups, Marketing, Healthcare
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Pursuing Certificate from Medical Industry Leadership Institute
Duke University 1995 — 1997
Master of Environmental Management, Environmental Management
Creighton University 1991 — 1995
BS Evs, Environmental Science, Certificate in Business Administration
Regis High School
Allen Johnson, MBA,CFP® Allen Johnson, MBA,CFP®'s Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Union Square 2000 - 2006
US Navy 1988 - 1994
Education
Wake Forest University School of Business 1990 — 1992
MBA, MBA
Davidson College 1983 — 1987
B.A., Economics
Ameriprise Financial Services, Inc. March 2009 - Present
Union Square 2000 - 2006
US Navy 1988 - 1994
Education
Wake Forest University School of Business 1990 — 1992
MBA, MBA
Davidson College 1983 — 1987
B.A., Economics
George Koester III, CFP®, CRPC®, MBA, CDFA™ George Koester III, CFP®, CRPC®, MBA, CDFA™'s Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Merrill Lynch 2002 - 2009
GFA International 1998 - 2002
Education
Cornell University - Johnson Graduate School of Management 1968 — 1970
MBA, Marketing
Cornell University 1964 — 1968
BS, Engineering
Ameriprise Financial Services, Inc. 2009 - Present
Merrill Lynch 2002 - 2009
GFA International 1998 - 2002
Education
Cornell University - Johnson Graduate School of Management 1968 — 1970
MBA, Marketing
Cornell University 1964 — 1968
BS, Engineering
Sandra Klavins Maslen Sandra Klavins Maslen's Ameriprise Financial Services, Inc. Experience 2003 - 2008
Job Controller
Industry Automotive
Experience
Harold Zeigler Automotive Group January 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2008
VSOP Group Limited 1987 - 1998
Dart Oil & Gas Corporation 1978 - 1983
Education
Davenport University 1975 — 1978
BA, Accounting, Computer Programming
Harold Zeigler Automotive Group January 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2008
VSOP Group Limited 1987 - 1998
Dart Oil & Gas Corporation 1978 - 1983
Education
Davenport University 1975 — 1978
BA, Accounting, Computer Programming
Ashley Gilbert Ashley Gilbert's Ameriprise Financial Services, Inc. Experience May 2008 - September 2008
Job Contract Specialist at NAVSEA
Industry Defense & Space
Experience
Naval Sea Systems Command (NAVSEA) July 2012 - Present
Morgan Stanley August 2011 - July 2012
Morgan Stanley July 2010 - September 2011
Morgan Stanley May 2009 - September 2009
Ameriprise Financial Services, Inc. May 2008 - September 2008
Skills
Bloomberg, Customer Service, Data Analysis, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Office, Microsoft Word, Negotiation, PowerPoint, Project Management, Risk Management, Securities, Strategic Financial..., Trading, Training
Education
Towson University 2005 — 2010
Bachelor of Science (B.S.), Business Administration, Finance Concentration, Economics Minor, 3.6/4.0 - Cum Laude
Defense Acquisition University
DAWIA Level I and II Certification
Naval Sea Systems Command (NAVSEA) July 2012 - Present
Morgan Stanley August 2011 - July 2012
Morgan Stanley July 2010 - September 2011
Morgan Stanley May 2009 - September 2009
Ameriprise Financial Services, Inc. May 2008 - September 2008
Skills
Bloomberg, Customer Service, Data Analysis, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Office, Microsoft Word, Negotiation, PowerPoint, Project Management, Risk Management, Securities, Strategic Financial..., Trading, Training
Education
Towson University 2005 — 2010
Bachelor of Science (B.S.), Business Administration, Finance Concentration, Economics Minor, 3.6/4.0 - Cum Laude
Defense Acquisition University
DAWIA Level I and II Certification
Aaron Alexander Aaron Alexander's Ameriprise Financial Services, Inc. Experience 2008 - October 2012
Job Financial Advisor at Commerce Brokerage, Inc.
Industry Financial Services
Experience
Commerce Brokerage, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. 2008 - October 2012
Kennedy and Coe, LLC 2005 - 2008
Edward Jones 1999 - 2005
TECH 1998 - 1999
Skills
Retirement Planning, College Education..., Retirement Income..., Strategic Financial..., 401k, Retirement, Investments, Wealth Management, Series 7, Mutual Funds, Life Insurance, Asset Allocation
Education
Cornell University 2006 — 2007
Fort Hays State University 1994 — 1998
BS
Commerce Brokerage, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. 2008 - October 2012
Kennedy and Coe, LLC 2005 - 2008
Edward Jones 1999 - 2005
TECH 1998 - 1999
Skills
Retirement Planning, College Education..., Retirement Income..., Strategic Financial..., 401k, Retirement, Investments, Wealth Management, Series 7, Mutual Funds, Life Insurance, Asset Allocation
Education
Cornell University 2006 — 2007
Fort Hays State University 1994 — 1998
BS
Lauren Rosenberg-Moffitt Lauren Rosenberg-Moffitt's Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor/An Ameriprise Platinum Financial Services Practice at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Cornell University
BA
William Hall High School. West Hartford, CT
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Cornell University
BA
William Hall High School. West Hartford, CT
Erik Erenz Erik Erenz's Ameriprise Financial Services, Inc. Experience January 2014 - March 2014
Job Program Manager IT Security & Risk Management Project Delivery at Xcel Energy
Industry Financial Services
Experience
Xcel Energy December 2014 - Present
Xcel Energy March 2014 - Present
Erenz Consulting Services LLC May 2009 - Present
Ethereal Media Group Inc. January 2004 - Present
Ameriprise Financial Services, Inc. January 2014 - March 2014
RBC Wealth Management (client) November 2011 - November 2013
Ameriprise Financial Services, Inc. (client) March 2011 - November 2011
RBC Wealth Management (client) 2007 - 2011
GMAC ResCap (client) May 2005 - January 2007
Wells Fargo (client) 2003 - 2005
Skills
Process Improvement, Business Analysis, Visio, MS Project, Project Management, Business Process, Integration, Leadership, Cross-functional Team..., SDLC, Management, Security, Consulting, Training, Program Management, Vendor Management
Education
Milwaukee School of Engineering 1991 — 1996
BS, Mechanical Engineering
Czech Technical University in Prague 1994 — 1995
Bachelor of Engineering (B.E.), Artificial Intelligence
Xcel Energy December 2014 - Present
Xcel Energy March 2014 - Present
Erenz Consulting Services LLC May 2009 - Present
Ethereal Media Group Inc. January 2004 - Present
Ameriprise Financial Services, Inc. January 2014 - March 2014
RBC Wealth Management (client) November 2011 - November 2013
Ameriprise Financial Services, Inc. (client) March 2011 - November 2011
RBC Wealth Management (client) 2007 - 2011
GMAC ResCap (client) May 2005 - January 2007
Wells Fargo (client) 2003 - 2005
Skills
Process Improvement, Business Analysis, Visio, MS Project, Project Management, Business Process, Integration, Leadership, Cross-functional Team..., SDLC, Management, Security, Consulting, Training, Program Management, Vendor Management
Education
Milwaukee School of Engineering 1991 — 1996
BS, Mechanical Engineering
Czech Technical University in Prague 1994 — 1995
Bachelor of Engineering (B.E.), Artificial Intelligence
Robert Houfek Robert Houfek's Ameriprise Financial Services, Inc. Experience April 1993 - March 2012
Job Business Development Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - Present
Ameriprise Financial Services, Inc. April 1993 - March 2012
Education
Creighton University 1971 — 1975
BS, Psychology
Morgan Stanley Wealth Management February 2012 - Present
Ameriprise Financial Services, Inc. April 1993 - March 2012
Education
Creighton University 1971 — 1975
BS, Psychology
Amy Rachac Amy Rachac's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Lead Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Thornapple Creek Golf Club August 2007 - December 2013
Center for Emerging Enterprise September 2009 - May 2010
Sams Club June 2002 - January 2010
Skills
Accounting, Finance, Microsoft Excel, Microsoft Word, Small Business, PowerPoint, Analysis, Microsoft Office, Forecasting, Marketing, Succession Planning, Public Speaking, QuickBooks, Strategic Financial..., Troubleshooting, Access
Education
Cornerstone University 2008 — 2010
Bachelor of Science, Accounting
Ameriprise Financial Services, Inc. May 2011 - Present
Thornapple Creek Golf Club August 2007 - December 2013
Center for Emerging Enterprise September 2009 - May 2010
Sams Club June 2002 - January 2010
Skills
Accounting, Finance, Microsoft Excel, Microsoft Word, Small Business, PowerPoint, Analysis, Microsoft Office, Forecasting, Marketing, Succession Planning, Public Speaking, QuickBooks, Strategic Financial..., Troubleshooting, Access
Education
Cornerstone University 2008 — 2010
Bachelor of Science, Accounting
Kira Connors (Dietrich)'s Ameriprise Financial Services, Inc. Experience August 2007 - August 2010
Job Fixed Income Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2012 - Present
Putnam Investments June 2011 - August 2011
Ameriprise Financial Services, Inc. August 2007 - August 2010
South Boston Girls Lacrosse March 2009 - June 2010
Skills
Investments, Portfolio Management, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
M.B.A., Capital Markets and Asset Management
Cornell University 2003 — 2007
Applied Economics and Management, Business
Putnam Investments July 2012 - Present
Putnam Investments June 2011 - August 2011
Ameriprise Financial Services, Inc. August 2007 - August 2010
South Boston Girls Lacrosse March 2009 - June 2010
Skills
Investments, Portfolio Management, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
M.B.A., Capital Markets and Asset Management
Cornell University 2003 — 2007
Applied Economics and Management, Business
Laura McGuire's Ameriprise Financial Services, Inc. Experience July 2011 - October 2013
Job Project Manager CoreBlue IT Program at Best Buy
Industry Information Technology and Services
Experience
Best Buy May 2015 - Present
Best Buy October 2013 - May 2015
Ameriprise Financial Services, Inc. July 2011 - October 2013
Wells Fargo Bank October 2009 - July 2011
Wells Fargo Home Mortgage June 2009 - October 2009
Kroll Ontrack June 2007 - April 2009
Skills
ITIL, Project Management, Incident Management, Process Improvement, Microsoft Office, Vendor Management, Customer Service, Software Documentation, Leadership, Lotus Notes, SharePoint, Windows, Information Technology, Monthly Close Process, Unix, Citrix, IT Service Management, Management, Vendor Relationships, Requirements Gathering, Troubleshooting, Disaster Recovery, SDLC
Education
Crown College 2003 — 2007
Bachelor's of Science
Best Buy May 2015 - Present
Best Buy October 2013 - May 2015
Ameriprise Financial Services, Inc. July 2011 - October 2013
Wells Fargo Bank October 2009 - July 2011
Wells Fargo Home Mortgage June 2009 - October 2009
Kroll Ontrack June 2007 - April 2009
Skills
ITIL, Project Management, Incident Management, Process Improvement, Microsoft Office, Vendor Management, Customer Service, Software Documentation, Leadership, Lotus Notes, SharePoint, Windows, Information Technology, Monthly Close Process, Unix, Citrix, IT Service Management, Management, Vendor Relationships, Requirements Gathering, Troubleshooting, Disaster Recovery, SDLC
Education
Crown College 2003 — 2007
Bachelor's of Science
Andrew Roush Andrew Roush's Ameriprise Financial Services, Inc. Experience June 2002 - April 2003
Job Business Professional with Advising Experience
Industry Financial Services
Experience
Ron Courser & Associates December 2013 - July 2015
Roush’s Sidewalk Café January 2003 - April 2014
Ameriprise Financial Services, Inc. June 2002 - April 2003
Grace Bible College June 2000 - June 2002
Skills
Organizational..., Microsoft Office, Entrepreneurship, Eye for Details, Team Leadership, Big-picture Thinking, Self-driven, Marketing, Finance, Leadership, Financial Planning, Business, Investments, Customer Service, Risk Management, Financial Analysis, Public Speaking
Education
Davenport University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Grace Bible College 1998 — 2000
Associate of Arts (A.A.), Business/Commerce, General
Ron Courser & Associates December 2013 - July 2015
Roush’s Sidewalk Café January 2003 - April 2014
Ameriprise Financial Services, Inc. June 2002 - April 2003
Grace Bible College June 2000 - June 2002
Skills
Organizational..., Microsoft Office, Entrepreneurship, Eye for Details, Team Leadership, Big-picture Thinking, Self-driven, Marketing, Finance, Leadership, Financial Planning, Business, Investments, Customer Service, Risk Management, Financial Analysis, Public Speaking
Education
Davenport University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Grace Bible College 1998 — 2000
Associate of Arts (A.A.), Business/Commerce, General
Sha Li Sha Li's Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job Student at Trinity College | Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
J.P. Morgan Asset Management February 2015 - February 2015
Hilton Capital Management, an affiliate of Rafferty Holdings January 2015 - January 2015
Bank of China June 2014 - August 2014
Goldman Sachs June 2014 - August 2014
Trinity College - Hartford September 2013 - December 2013
China International Travel Service Group May 2013 - July 2013
Education
Sciences Po 2014 — 2014
Exchange Program, Paris, France
Trinity College-Hartford 2012 — 2016
Bachelor of Science in Economics
Yale University 2011 — 2011
Deerfield Academy 2010 — 2012
High School Diploma
Morgan Stanley June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
J.P. Morgan Asset Management February 2015 - February 2015
Hilton Capital Management, an affiliate of Rafferty Holdings January 2015 - January 2015
Bank of China June 2014 - August 2014
Goldman Sachs June 2014 - August 2014
Trinity College - Hartford September 2013 - December 2013
China International Travel Service Group May 2013 - July 2013
Education
Sciences Po 2014 — 2014
Exchange Program, Paris, France
Trinity College-Hartford 2012 — 2016
Bachelor of Science in Economics
Yale University 2011 — 2011
Deerfield Academy 2010 — 2012
High School Diploma
Matthew Vetrone Matthew Vetrone's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Staff Auditor Pay Television, PPV/VOD at Sargoy, Stein, Rosen & Shapiro
Industry Accounting
Experience
Sargoy, Stein, Rosen & Shapiro August 2013 - Present
Michael Bourbon July 2013 - August 2014
TST BOCES April 2012 - May 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Auditing, Research, Teamwork, Higher Education, Data Analysis, Customer Service, Staff Development, Finance, Nonprofits, Market Research, Time Management, Social Media
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Candidate for Master of Business Administration (M.B.A.)
Ithaca College 2009 — 2013
B.S. in Business Administration, Finance Concentration and Minor in Economics, Graduated Cum Laude
Sargoy, Stein, Rosen & Shapiro August 2013 - Present
Michael Bourbon July 2013 - August 2014
TST BOCES April 2012 - May 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Auditing, Research, Teamwork, Higher Education, Data Analysis, Customer Service, Staff Development, Finance, Nonprofits, Market Research, Time Management, Social Media
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Candidate for Master of Business Administration (M.B.A.)
Ithaca College 2009 — 2013
B.S. in Business Administration, Finance Concentration and Minor in Economics, Graduated Cum Laude
Eric Guglielmello's Ameriprise Financial Services, Inc. Experience January 2013 - August 2013
Job Shareholder Services Specialist II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - August 2013
Curry College September 2010 - May 2013
Austin Liquors July 2007 - January 2013
Curry College Athletic Department Employee September 2011 - December 2012
Clark Universtiy July 2008 - 2011
Rent- A- Tent May 2009 - August 2009
Skills
Microsoft Excel, Leadership, Team Leadership, Event Planning, Social Media, Research, Higher Education, Access, PowerPoint, Customer Service, Social Media Marketing, Data Analysis, Critical Thinking, Facebook, Teamwork, Microsoft Word, Data Entry, Microsoft Office, Time Management, Coaching, Social Networking, Outlook, Sports, Fundraising
Education
Curry College 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon February 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - August 2013
Curry College September 2010 - May 2013
Austin Liquors July 2007 - January 2013
Curry College Athletic Department Employee September 2011 - December 2012
Clark Universtiy July 2008 - 2011
Rent- A- Tent May 2009 - August 2009
Skills
Microsoft Excel, Leadership, Team Leadership, Event Planning, Social Media, Research, Higher Education, Access, PowerPoint, Customer Service, Social Media Marketing, Data Analysis, Critical Thinking, Facebook, Teamwork, Microsoft Word, Data Entry, Microsoft Office, Time Management, Coaching, Social Networking, Outlook, Sports, Fundraising
Education
Curry College 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Allison Fong Allison Fong's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Student at Cornell University
Industry Financial Services
Experience
CoreLogic June 2015 - August 2015
Cornell University February 2014 - May 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
M+D Properties June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Management, Microsoft Word, Microsoft Office, Research
Education
Cornell University 2013 — 2017
Bachelor’s Degree, Applied Economics and Management
Centennial High School
CoreLogic June 2015 - August 2015
Cornell University February 2014 - May 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
M+D Properties June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Management, Microsoft Word, Microsoft Office, Research
Education
Cornell University 2013 — 2017
Bachelor’s Degree, Applied Economics and Management
Centennial High School
Sharon R. Lewkowitz Sharon R. Lewkowitz's Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Private Wealth Advisor, CFP®, CLTC, CLU, RICP® at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1999 - Present
Skills
Relationship Building, Diligence, Analytical, Client Management, Attention to Detail, Customer Experience, Customer Service
Education
Cornell University 1980 — 1984
B.S., Labor Relations
Ameriprise Financial Services, Inc. December 1999 - Present
Skills
Relationship Building, Diligence, Analytical, Client Management, Attention to Detail, Customer Experience, Customer Service
Education
Cornell University 1980 — 1984
B.S., Labor Relations
Ed Staudenmayer, CRPC™ Ed Staudenmayer, CRPC™'s Ameriprise Financial Services, Inc. Experience August 2000 - Present
Job Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2000 - Present
Mortgage Bankers Assn of PA January 2007 - January 2012
MBA of Greater Philadelphia September 2001 - August 2009
Ameriprise Financial Services, Inc. August 2000 - March 2005
GMAC Commercial Finance May 1998 - January 2000
Gateway Funding January 1994 - April 1998
Comnet Mortgage Services January 1985 - June 1992
Skills
Finance, Banking, Credit, Loans, Financial Planning, Financial Advisory, Retirement Planning, Residential Mortgages, Retirement, Mortgage Lending
Education
Delaware Valley University 1972 — 1976
BS, Business Administration
Ameriprise Financial Services, Inc. August 2000 - Present
Mortgage Bankers Assn of PA January 2007 - January 2012
MBA of Greater Philadelphia September 2001 - August 2009
Ameriprise Financial Services, Inc. August 2000 - March 2005
GMAC Commercial Finance May 1998 - January 2000
Gateway Funding January 1994 - April 1998
Comnet Mortgage Services January 1985 - June 1992
Skills
Finance, Banking, Credit, Loans, Financial Planning, Financial Advisory, Retirement Planning, Residential Mortgages, Retirement, Mortgage Lending
Education
Delaware Valley University 1972 — 1976
BS, Business Administration
Brian Timmer, CFP, CLU Brian Timmer, CFP, CLU's Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1995 - Present
Skills
Finance, Investments, Retirement, Management, Public Speaking, Budgets, Time Management, Strategic Planning, Customer Service, Retirement Planning, Series 7, Financial Analysis, Insurance
Education
Davenport University 1986 — 1989
Bachelors, General Business
Ameriprise Financial Services, Inc. June 1995 - Present
Skills
Finance, Investments, Retirement, Management, Public Speaking, Budgets, Time Management, Strategic Planning, Customer Service, Retirement Planning, Series 7, Financial Analysis, Insurance
Education
Davenport University 1986 — 1989
Bachelors, General Business
Alex Talcott, JD Alex Talcott, JD's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Southern New Hampshire University July 2013 - Present
Virtual Learning Academy Charter School October 2013 - January 2015
Chapel Hill-Chauncy Hall School 2012 - 2013
Newbury College August 2011 - December 2012
SIG Yale II July 2012 - August 2012
Vaura Consulting LLC 2010 - 2012
Chittenden, Murday & Novotny LLC 2007 - 2010
Childress Duffy Goldblatt, Ltd. 2005 - 2006
Shearman & Sterling LLP 2003 - 2004
Education
University of Notre Dame Law School 2004 — 2007
J.D., Law
Dartmouth College 2000 — 2004
B.A., cum laude
Northeastern University 2010 — 2011
Auditing Student, School of Public Policy & Urban Affairs
Penn State University 1998 — 1998
Special Visiting Student
Ameriprise Financial Services, Inc. January 2015 - Present
Southern New Hampshire University July 2013 - Present
Virtual Learning Academy Charter School October 2013 - January 2015
Chapel Hill-Chauncy Hall School 2012 - 2013
Newbury College August 2011 - December 2012
SIG Yale II July 2012 - August 2012
Vaura Consulting LLC 2010 - 2012
Chittenden, Murday & Novotny LLC 2007 - 2010
Childress Duffy Goldblatt, Ltd. 2005 - 2006
Shearman & Sterling LLP 2003 - 2004
Education
University of Notre Dame Law School 2004 — 2007
J.D., Law
Dartmouth College 2000 — 2004
B.A., cum laude
Northeastern University 2010 — 2011
Auditing Student, School of Public Policy & Urban Affairs
Penn State University 1998 — 1998
Special Visiting Student
Michele Lindell Michele Lindell's Ameriprise Financial Services, Inc. Experience February 2006 - October 2008
Job Business Development Manager at Generations Wealth Group
Industry Financial Services
Experience
Generations Wealth Group, private wealth advisory practice of Ameriprise Financial Services, Inc. September 2010 - Present
Garrity, Tegeler & Varley Wealth Strategies, LLP July 2009 - September 2010
Ameriprise Financial Services, Inc. February 2006 - October 2008
Rider Bennett, P.A. October 2004 - October 2005
Steffens & Rasmussen, P.A. April 1999 - October 2004
Skills
Series 7, 66 and...
Education
Inver Hills Community College 2004 — 2005
Legal Assistant/Paralegal
Dakota County Technical College 1996 — 1997
Legal Secretary Degree, Legal Administrative Assistant/Secretary
Generations Wealth Group, private wealth advisory practice of Ameriprise Financial Services, Inc. September 2010 - Present
Garrity, Tegeler & Varley Wealth Strategies, LLP July 2009 - September 2010
Ameriprise Financial Services, Inc. February 2006 - October 2008
Rider Bennett, P.A. October 2004 - October 2005
Steffens & Rasmussen, P.A. April 1999 - October 2004
Skills
Series 7, 66 and...
Education
Inver Hills Community College 2004 — 2005
Legal Assistant/Paralegal
Dakota County Technical College 1996 — 1997
Legal Secretary Degree, Legal Administrative Assistant/Secretary
Hung Brown Ton Hung Brown Ton's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Results Driven IT Executive | Delivering Innovative and Measurable Value to Enable Business Success
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Cargill 2011 - 2015
St. Jude Medical 2007 - 2010
UnitedHealth Group 2001 - 2007
MarchFirst, Inc. 2000 - 2000
Federated Department Store 1999 - 1999
Deloitte Consulting 1996 - 1999
Accenture 1992 - 1996
Skills
IT Strategy, Cross-functional Team..., Enterprise Architecture, Integration, Strategy, Change Management, Outsourcing, Process Improvement, ERP, Management, Vendor Management, IT Management, Enterprise Software, Innovation, Business Process, SaaS, Project Portfolio..., Business Intelligence, Business Analysis, Project Management, Disaster Recovery, CRM, ITIL, Performance Management, Shared Services, SDLC
Education
St. Olaf College
BA, Math, Physics, - Cum Laude Honors
Cornell University
Executive Leadership Program (Graduate Certificate)
Ameriprise Financial Services, Inc. 2015 - Present
Cargill 2011 - 2015
St. Jude Medical 2007 - 2010
UnitedHealth Group 2001 - 2007
MarchFirst, Inc. 2000 - 2000
Federated Department Store 1999 - 1999
Deloitte Consulting 1996 - 1999
Accenture 1992 - 1996
Skills
IT Strategy, Cross-functional Team..., Enterprise Architecture, Integration, Strategy, Change Management, Outsourcing, Process Improvement, ERP, Management, Vendor Management, IT Management, Enterprise Software, Innovation, Business Process, SaaS, Project Portfolio..., Business Intelligence, Business Analysis, Project Management, Disaster Recovery, CRM, ITIL, Performance Management, Shared Services, SDLC
Education
St. Olaf College
BA, Math, Physics, - Cum Laude Honors
Cornell University
Executive Leadership Program (Graduate Certificate)
Kyle Macneney Kyle Macneney's Ameriprise Financial Services, Inc. Experience January 2013 - January 2013
Job Process Engineer at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP 2015 - Present
Cornell Annual Fund January 2012 - May 2015
CB International Investments May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2013 - January 2013
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Chemical Engineering
Bloomberg LP 2015 - Present
Cornell Annual Fund January 2012 - May 2015
CB International Investments May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2013 - January 2013
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Chemical Engineering
Michelle Ranelle-Smedsrud Michelle Ranelle-Smedsrud's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Director Internal Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - September 2011
Ameriprise Financial Services, Inc. October 2008 - May 2010
Ameriprise Financial August 2005 - October 2008
American Express Financial Advisors March 2002 - August 2005
American Express Financial Advisors March 2000 - March 2002
American Express Financial Advisors March 1998 - March 2000
Piper Jaffray, Inc. June 1997 - March 1998
Piper Jaffray March 1995 - June 1997
Piper Jaffray, Inc. March 1993 - March 1995
Skills
Project Management, Marketing, Training, Six Sigma, FINRA, Financial Services, Series 7, Marketing Communications, Strategic Communications, Corporate Communications, Relationship Management, Leadership, Cross-functional Team..., Series 63, Series 24, Change Management, Program Implementation, Internal Communications, Strategy, Management, Product Marketing, Mutual Funds, Program Management, Budgets, Project Planning, Investments, Retirement Planning, Recruiting, Finance, Insurance, Retirement, Human Resources
Education
University of St. Thomas 2003 — 2003
Mini-Masters, Business Communications
Creighton University 1988 — 1992
Bachelor of Science in Business Administration, Management/Communications/Marketing
Elk River High School 1985 — 1988
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - September 2011
Ameriprise Financial Services, Inc. October 2008 - May 2010
Ameriprise Financial August 2005 - October 2008
American Express Financial Advisors March 2002 - August 2005
American Express Financial Advisors March 2000 - March 2002
American Express Financial Advisors March 1998 - March 2000
Piper Jaffray, Inc. June 1997 - March 1998
Piper Jaffray March 1995 - June 1997
Piper Jaffray, Inc. March 1993 - March 1995
Skills
Project Management, Marketing, Training, Six Sigma, FINRA, Financial Services, Series 7, Marketing Communications, Strategic Communications, Corporate Communications, Relationship Management, Leadership, Cross-functional Team..., Series 63, Series 24, Change Management, Program Implementation, Internal Communications, Strategy, Management, Product Marketing, Mutual Funds, Program Management, Budgets, Project Planning, Investments, Retirement Planning, Recruiting, Finance, Insurance, Retirement, Human Resources
Education
University of St. Thomas 2003 — 2003
Mini-Masters, Business Communications
Creighton University 1988 — 1992
Bachelor of Science in Business Administration, Management/Communications/Marketing
Elk River High School 1985 — 1988
Shijie(Johnny) Ren's Ameriprise Financial Services, Inc. Experience January 2015 - March 2015
Job Graduate student at Cornell University
Industry Higher Education
Experience
University of Minnesota September 2014 - June 2015
One Beacon February 2015 - May 2015
Ameriprise Financial Services, Inc. January 2015 - March 2015
2014 Summer Youth Olympic Games July 2014 - August 2014
The 2nd Asian Youth Games May 2013 - August 2013
Da You Futures Co.,Ltd May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Matlab, PowerPoint, Research, Data Analysis, Teamwork, Public Speaking, Mathematica, R, Mathematical Modeling, Statistics, C++, SPSS, C, Teaching, Python, SQL, Java
Education
Cornell University 2015 — 2016
Master of Science (M.S.), Applied Statistics
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science (B.S.), Mathematics(Actuarial Science specialization), statistics
International Baccalaureate 2008 — 2011
University of Minnesota September 2014 - June 2015
One Beacon February 2015 - May 2015
Ameriprise Financial Services, Inc. January 2015 - March 2015
2014 Summer Youth Olympic Games July 2014 - August 2014
The 2nd Asian Youth Games May 2013 - August 2013
Da You Futures Co.,Ltd May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Matlab, PowerPoint, Research, Data Analysis, Teamwork, Public Speaking, Mathematica, R, Mathematical Modeling, Statistics, C++, SPSS, C, Teaching, Python, SQL, Java
Education
Cornell University 2015 — 2016
Master of Science (M.S.), Applied Statistics
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science (B.S.), Mathematics(Actuarial Science specialization), statistics
International Baccalaureate 2008 — 2011
Michelle Jeong's Ameriprise Financial Services, Inc. Experience June 2011 - June 2013
Job CP&E Corporate Finance Intern at PwC Korea
Industry
Experience
PwC Korea July 2015 - Present
Cornell University Employment and Disability Institute September 2014 - May 2015
Munhwa Broadcasting Corporation June 2014 - August 2014
Ameriprise Financial Services, Inc. June 2011 - June 2013
University of Southern California June 2012 - August 2012
Skills
Teamwork, Research, Student Leadership, PowerPoint, Public Speaking, Korean, Microsoft Word, Teaching, Microsoft Excel, English, Social Media
Education
Cornell University 2013 — 2017
Bachelor of Arts (BA), Economics and Government (double major)
PwC Korea July 2015 - Present
Cornell University Employment and Disability Institute September 2014 - May 2015
Munhwa Broadcasting Corporation June 2014 - August 2014
Ameriprise Financial Services, Inc. June 2011 - June 2013
University of Southern California June 2012 - August 2012
Skills
Teamwork, Research, Student Leadership, PowerPoint, Public Speaking, Korean, Microsoft Word, Teaching, Microsoft Excel, English, Social Media
Education
Cornell University 2013 — 2017
Bachelor of Arts (BA), Economics and Government (double major)
Mehrdad Moghaddam Mehrdad Moghaddam's Ameriprise Financial Services, Inc. Experience July 2009 - June 2011
Job
Industry Higher Education
Experience
Johnson Graduate School of Management at Cornell University July 2015 - Present
Commercial Programming Systems January 2014 - July 2015
APR Consulting, Inc. June 2012 - December 2013
McMaster-Carr September 2011 - February 2012
McMaster-Carr June 2011 - September 2011
Ameriprise Financial Services, Inc. July 2009 - June 2011
University of Minnesota May 2007 - May 2009
Ameriprise Financial Services, Inc. June 2008 - August 2008
Skills
Analysis, Strategy, Marketing Strategy, Data Analysis, Research, Operations Management, Financial Analysis, Leadership, Management, Segmentation, Business Strategy, Strategic Planning, Cross-functional Team..., Competitive Analysis, Market Research, Customer Insight, Analytics, Project Management, SAP, SQL
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science (B.S.), Marketing
Johnson Graduate School of Management at Cornell University July 2015 - Present
Commercial Programming Systems January 2014 - July 2015
APR Consulting, Inc. June 2012 - December 2013
McMaster-Carr September 2011 - February 2012
McMaster-Carr June 2011 - September 2011
Ameriprise Financial Services, Inc. July 2009 - June 2011
University of Minnesota May 2007 - May 2009
Ameriprise Financial Services, Inc. June 2008 - August 2008
Skills
Analysis, Strategy, Marketing Strategy, Data Analysis, Research, Operations Management, Financial Analysis, Leadership, Management, Segmentation, Business Strategy, Strategic Planning, Cross-functional Team..., Competitive Analysis, Market Research, Customer Insight, Analytics, Project Management, SAP, SQL
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science (B.S.), Marketing
Maureen Igoe Maureen Igoe's Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1996 - Present
Blue Cross Blue Shield of Massachusetts September 1986 - August 1996
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
The George Washington University
BA, Public Affairs/Economics
Ameriprise Financial Services, Inc. September 1996 - Present
Blue Cross Blue Shield of Massachusetts September 1986 - August 1996
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
The George Washington University
BA, Public Affairs/Economics
Scott Slater Scott Slater's Ameriprise Financial Services, Inc. Experience 1996 - 2000
Job Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Charles Schwab March 2007 - September 2015
Cornerstone Capital Management 2006 - 2007
Metavante 2004 - 2006
Spectrem Group 2000 - 2004
Ameriprise Financial Services, Inc. 1996 - 2000
Great Clips 1994 - 1996
Norwest Corporation (now Wells Fargo Corporation) 1987 - 1994
General Mills 1984 - 1987
Citi 1980 - 1982
Skills
Strategy, Investments, Financial Services, Start-ups, Wealth Management, Management Consulting, Finance, Business Strategy, Management, Banking
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Phillips Exeter Academy 1975 — 1976
Bronxville High School 1971 — 1975
Fidelity Investments September 2015 - Present
Charles Schwab March 2007 - September 2015
Cornerstone Capital Management 2006 - 2007
Metavante 2004 - 2006
Spectrem Group 2000 - 2004
Ameriprise Financial Services, Inc. 1996 - 2000
Great Clips 1994 - 1996
Norwest Corporation (now Wells Fargo Corporation) 1987 - 1994
General Mills 1984 - 1987
Citi 1980 - 1982
Skills
Strategy, Investments, Financial Services, Start-ups, Wealth Management, Management Consulting, Finance, Business Strategy, Management, Banking
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Phillips Exeter Academy 1975 — 1976
Bronxville High School 1971 — 1975
Brian Ho Brian Ho's Ameriprise Financial Services, Inc. Experience September 2013 - June 2015
Job Strategic Sourcing Supervising Associate at EY
Industry Financial Services
Experience
EY June 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - June 2015
GNYHA Services April 2012 - September 2013
Columbia University Medical Center December 2010 - January 2011
NYC School Construction Authority May 2008 - August 2009
Education
Cornell University 2008 — 2011
Bachelor of Science, Industrial and Labor Relations
上智大学 / Sophia University 2010 — 2010
International Exchange Program at the Faculty of Liberal Arts, Japanese Language
University of Southern California 2007 — 2008
International Relations Global Business
EY June 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - June 2015
GNYHA Services April 2012 - September 2013
Columbia University Medical Center December 2010 - January 2011
NYC School Construction Authority May 2008 - August 2009
Education
Cornell University 2008 — 2011
Bachelor of Science, Industrial and Labor Relations
上智大学 / Sophia University 2010 — 2010
International Exchange Program at the Faculty of Liberal Arts, Japanese Language
University of Southern California 2007 — 2008
International Relations Global Business
Matthew Brown Matthew Brown's Ameriprise Financial Services, Inc. Experience March 2006 - Present
Job Assoc. VP, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2006 - Present
Education
Dartmouth College 2001 — 2005
BA, Sociology
Boothbay Region High 1997 — 2001
Ameriprise Financial Services, Inc. March 2006 - Present
Education
Dartmouth College 2001 — 2005
BA, Sociology
Boothbay Region High 1997 — 2001
Nicholas Van Loo Nicholas Van Loo's Ameriprise Financial Services, Inc. Experience May 2013 - January 2014
Job Professional Development Program Credit Analyst at The Bank of Holland
Industry Financial Services
Experience
The Bank of Holland May 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - January 2014
New York Life Insurance Company August 2012 - May 2013
Fastenal December 2011 - July 2012
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Financial Services, Retirement, Portfolio Management, Asset Management, Financial Analysis, Securities, Life Insurance, Financial Planning
Education
Davenport University 2012 — 2014
Bachelor of Science (BS), Finance, General
Grace Bible College 2012 — 2014
Religious Studies
Hope College 2010 — 2011
Special Education/Psychology
The Bank of Holland May 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - January 2014
New York Life Insurance Company August 2012 - May 2013
Fastenal December 2011 - July 2012
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Financial Services, Retirement, Portfolio Management, Asset Management, Financial Analysis, Securities, Life Insurance, Financial Planning
Education
Davenport University 2012 — 2014
Bachelor of Science (BS), Finance, General
Grace Bible College 2012 — 2014
Religious Studies
Hope College 2010 — 2011
Special Education/Psychology
Marty Faeh Marty Faeh's Ameriprise Financial Services, Inc. Experience March 2005 - Present
Job Senior Systems Accounting Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2005 - Present
Ameriprise Financial Services, Inc. January 2001 - March 2005
American Express March 1999 - December 2000
American Express July 1997 - February 1999
American Express June 1996 - November 1997
American Express March 1996 - June 1996
ProStaff April 1995 - March 1996
Menards 1989 - 1993
Menards 1986 - 1988
Skills
Business Analysis, Financial Services, Visio, Vendor Management, Process Improvement, Requirements Gathering, Business Requirements, Project Management, SDLC, Microsoft Office, Microsoft Excel, Testing, Integration, Program Management, User Acceptance Testing, Use Case Analysis, Requirements Analysis, Data Analysis, Clarity, Strategic Planning, Ballroom Dance, Fundraising, Social Networking, Networking, Charity Work, Non-profit Board..., Non-profit..., Public Speaking, Project Coordination, Project Delivery, Accounting Applications, JAD, FAS, Creative Writing, Newsletters, Campaign Strategies, Home Improvement, Retail Category..., Retail Sales, PMO, SharePoint, Project Portfolio..., Resource Management, Business Process, Business Process..., Access, Software Documentation, Analysis, Business Process Mapping, Re-engineering
Education
Creighton University 1979 — 1984
BSBA, Marketing
Control Data Institute 1985 — 1986
Certificate, Computer Programming
Ameriprise Financial Services, Inc. March 2005 - Present
Ameriprise Financial Services, Inc. January 2001 - March 2005
American Express March 1999 - December 2000
American Express July 1997 - February 1999
American Express June 1996 - November 1997
American Express March 1996 - June 1996
ProStaff April 1995 - March 1996
Menards 1989 - 1993
Menards 1986 - 1988
Skills
Business Analysis, Financial Services, Visio, Vendor Management, Process Improvement, Requirements Gathering, Business Requirements, Project Management, SDLC, Microsoft Office, Microsoft Excel, Testing, Integration, Program Management, User Acceptance Testing, Use Case Analysis, Requirements Analysis, Data Analysis, Clarity, Strategic Planning, Ballroom Dance, Fundraising, Social Networking, Networking, Charity Work, Non-profit Board..., Non-profit..., Public Speaking, Project Coordination, Project Delivery, Accounting Applications, JAD, FAS, Creative Writing, Newsletters, Campaign Strategies, Home Improvement, Retail Category..., Retail Sales, PMO, SharePoint, Project Portfolio..., Resource Management, Business Process, Business Process..., Access, Software Documentation, Analysis, Business Process Mapping, Re-engineering
Education
Creighton University 1979 — 1984
BSBA, Marketing
Control Data Institute 1985 — 1986
Certificate, Computer Programming
Paul Cucci, MBA Paul Cucci, MBA's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Morgan Stanley Smith Barney 1989 - 2011
Education
Cornell University 1974 — 1978
Bach. of Science
Cornell University
Bachelor of Science (B.S.)
The Ohio State University
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. September 2011 - Present
Morgan Stanley Smith Barney 1989 - 2011
Education
Cornell University 1974 — 1978
Bach. of Science
Cornell University
Bachelor of Science (B.S.)
The Ohio State University
Master of Business Administration (M.B.A.)
Daniel Donovan Daniel Donovan's Ameriprise Financial Services, Inc. Experience August 2011 - December 2011
Job Investment Banking Intern at Wood Warren & Co.
Industry
Experience
Hyatt Hotels Corporation June 2015 - August 2015
Wood Warren & Co. June 2014 - August 2014
Street Sotheby's International Realty May 2013 - August 2013
The Worthington Inn April 2011 - July 2013
Cornell University January 2013 - June 2013
Marriott International June 2011 - June 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Skills
Hospitality, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Public Speaking, Business Writing, Editing, English, Budgets, Social Media, Management, Leadership, Facebook
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.) (2016), Hotel Administration; Real Estate Minor
Westerville North
Hyatt Hotels Corporation June 2015 - August 2015
Wood Warren & Co. June 2014 - August 2014
Street Sotheby's International Realty May 2013 - August 2013
The Worthington Inn April 2011 - July 2013
Cornell University January 2013 - June 2013
Marriott International June 2011 - June 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Skills
Hospitality, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Public Speaking, Business Writing, Editing, English, Budgets, Social Media, Management, Leadership, Facebook
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.) (2016), Hotel Administration; Real Estate Minor
Westerville North
William Shirey, CFP®, CRPC® William Shirey, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2003 - Present
Job Certified Financial Planner and Qualified Kingdom Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2003 - Present
TEI 2001 - 2003
Education
University of Richmond 1972 — 1976
Bachelor of Arts (B.A.), Political Science
Covenant Theological Seminary
Master of Divinity (M.Div.), Theology and Homoletics
Ameriprise Financial Services, Inc. September 2003 - Present
TEI 2001 - 2003
Education
University of Richmond 1972 — 1976
Bachelor of Arts (B.A.), Political Science
Covenant Theological Seminary
Master of Divinity (M.Div.), Theology and Homoletics
Rupinder Kaur's Ameriprise Financial Services, Inc. Experience June 2012 - 2015
Job Looking for a job as PeopleSoft Consultant
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2012 - 2015
BIRLASOFT February 2010 - January 2012
Birlasoft February 2010 - January 2012
Skills
PeopleSoft, SQR, PeopleCode, PeopleTools, PL/SQL, SQL, Requirements Gathering, Requirements Analysis, SDLC, Oracle, DB2, Core Java, Crystal Reports, Microsoft SQL Server, Production Support, User Acceptance Testing, Analysis, PeopleSoft CRM, PeopleSoft HRMS, XML Publisher, PS Query, Compensation & Benefits..., Payroll for North...
Education
Guru Gobind Singh Indraprastha University 2007 — 2010
Master of Computer Application, ComputerScience
Delhi University 2004 — 2007
BSc(G), Physics, Chemistry, Maths
Guru Harkrishan Public School
Non - Medical Student
Ameriprise Financial Services, Inc. June 2012 - 2015
BIRLASOFT February 2010 - January 2012
Birlasoft February 2010 - January 2012
Skills
PeopleSoft, SQR, PeopleCode, PeopleTools, PL/SQL, SQL, Requirements Gathering, Requirements Analysis, SDLC, Oracle, DB2, Core Java, Crystal Reports, Microsoft SQL Server, Production Support, User Acceptance Testing, Analysis, PeopleSoft CRM, PeopleSoft HRMS, XML Publisher, PS Query, Compensation & Benefits..., Payroll for North...
Education
Guru Gobind Singh Indraprastha University 2007 — 2010
Master of Computer Application, ComputerScience
Delhi University 2004 — 2007
BSc(G), Physics, Chemistry, Maths
Guru Harkrishan Public School
Non - Medical Student
Michael D. Marchetta, LUTCF's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
AXA Advisors March 2008 - May 2011
MetLife January 1998 - March 2008
MetLife January 1995 - January 1998
MetLife January 1993 - January 1995
Hilton Worldwide, Holiday Inn Crown Plaza, Radisson Hotels January 1979 - January 1993
National Airlines 1983 - 1986
Education
University of Pennsylvania - The Wharton School
Dartmouth College
Tax Institute on Estate Planning
Mercy College 1981 — 1983
BS, Law
Ameriprise Financial Services, Inc. May 2011 - Present
AXA Advisors March 2008 - May 2011
MetLife January 1998 - March 2008
MetLife January 1995 - January 1998
MetLife January 1993 - January 1995
Hilton Worldwide, Holiday Inn Crown Plaza, Radisson Hotels January 1979 - January 1993
National Airlines 1983 - 1986
Education
University of Pennsylvania - The Wharton School
Dartmouth College
Tax Institute on Estate Planning
Mercy College 1981 — 1983
BS, Law
Zarina Baber's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Director Practice Management, Enterprise Program Management Office
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Fairview Health Services July 2009 - November 2014
Target August 2007 - April 2009
Target October 2005 - July 2007
Hennepin County January 2003 - October 2005
Hennepin County Medical Center June 1995 - December 2002
Hennepin County Medical Center May 1994 - July 1995
Hennepin County Medical Center February 1992 - May 1994
Fidelity Acceptance Corporation July 1991 - February 1992
Skills
EHR, Management, PMO, Process Improvement, Healthcare, Project Management, Healthcare Information..., Program Management, Vendor Management, Leadership, Strategic Planning, Team Building, Business Analysis, Integration, EMR, Cross-functional Team..., Portfolio Management, Leading Organizational..., On and Off-Shore team..., Building high..., Strategy, Business Intelligence, CRM, High Performance Teams, Project Portfolio..., Change Management
Education
Cornell University 2014 — 2014
Master Certificate, Healthcare Leadership with focus on Organizational Change Management
University of St. Thomas 2002 — 2007
MS, Technology Management
PMI 2006 — 2006
PMP, Project Management Professional
University of Minnesota - Carlson School of Management 1987 — 1991
Bachelor of Science in Business, Business and MIS
Ameriprise Financial Services, Inc. November 2014 - Present
Fairview Health Services July 2009 - November 2014
Target August 2007 - April 2009
Target October 2005 - July 2007
Hennepin County January 2003 - October 2005
Hennepin County Medical Center June 1995 - December 2002
Hennepin County Medical Center May 1994 - July 1995
Hennepin County Medical Center February 1992 - May 1994
Fidelity Acceptance Corporation July 1991 - February 1992
Skills
EHR, Management, PMO, Process Improvement, Healthcare, Project Management, Healthcare Information..., Program Management, Vendor Management, Leadership, Strategic Planning, Team Building, Business Analysis, Integration, EMR, Cross-functional Team..., Portfolio Management, Leading Organizational..., On and Off-Shore team..., Building high..., Strategy, Business Intelligence, CRM, High Performance Teams, Project Portfolio..., Change Management
Education
Cornell University 2014 — 2014
Master Certificate, Healthcare Leadership with focus on Organizational Change Management
University of St. Thomas 2002 — 2007
MS, Technology Management
PMI 2006 — 2006
PMP, Project Management Professional
University of Minnesota - Carlson School of Management 1987 — 1991
Bachelor of Science in Business, Business and MIS
Ron Bristol Ron Bristol's Ameriprise Financial Services, Inc. Experience 1998 - 2001
Job Owner, New Path Capital Advisors
Industry Financial Services
Experience
New Path Capital Advisors July 2004 - Present
American Express Financial Advisors 2002 - 2004
Ameriprise Financial Services, Inc. 1998 - 2001
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Strategy, Series 7, Equities, Investment Advisory, Retirement Planning, Retirement, Mutual Funds, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
Westmont College 1985 — 1987
New Path Capital Advisors July 2004 - Present
American Express Financial Advisors 2002 - 2004
Ameriprise Financial Services, Inc. 1998 - 2001
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Strategy, Series 7, Equities, Investment Advisory, Retirement Planning, Retirement, Mutual Funds, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
Westmont College 1985 — 1987
Ron Tiefenbacher Ron Tiefenbacher's Ameriprise Financial Services, Inc. Experience 1997 - 2012
Job Experienced Financial Services Software Engineer / Sr Technical Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1997 - 2012
Fortis Financial Group 1992 - 1997
Skills
Assembler, SDLC, COBOL, JCL, DB2, Business Analysis, Process Improvement, Requirements Analysis, CICS, Insurance, Software Development, Analysis, IMS DB, VSAM, Easytrieve, Systems Analysis
Education
University of Wisconsin-Milwaukee
Bachelor of Fine Arts (BFA), Music Performance
Dakota County Technical College
Computer Programming
Saint Paul College-A Community and Technical College
Computer Programming
Menomonee Falls East High School
Ameriprise Financial Services, Inc. 1997 - 2012
Fortis Financial Group 1992 - 1997
Skills
Assembler, SDLC, COBOL, JCL, DB2, Business Analysis, Process Improvement, Requirements Analysis, CICS, Insurance, Software Development, Analysis, IMS DB, VSAM, Easytrieve, Systems Analysis
Education
University of Wisconsin-Milwaukee
Bachelor of Fine Arts (BFA), Music Performance
Dakota County Technical College
Computer Programming
Saint Paul College-A Community and Technical College
Computer Programming
Menomonee Falls East High School
Alka G Oberoi Alka G Oberoi's Ameriprise Financial Services, Inc. Experience 1993 - 2008
Job Business and Personal Investment Advisor at Leading Edge Wealth Management, LLC
Industry Investment Management
Experience
Leading Edge Wealth Management, LLC 2008 - Present
Ameriprise Financial Services, Inc. 1993 - 2008
American Express Financial Advisors 1993 - 2006
Skills
Wealth Management, Financial Advisory, Business Planning, Personal & Family..., Retirement Planning, Wealth Protection, Valuation, Plan Design, 401k, Benchmarking, Investments, Pensions, IRA's, Estate Planning, Business Owner Planning, Business Reitrement..., Business Group Benefits, Social Security, Protect Social Securtiy..., Medicare, Wealth Management..., IRAs, Strategic Financial..., Fiduciary Compliance, Employee Communication..., Management of Trust..., Certified Divorce..., College Savings Plans, Income Tax Planning, Wealth Accumulation, Asset Management, Fiduciary, Personal Financial..., Portfolio Management, Wealth, Insurance, Financial Planners, Financial Planning, Income Tax, Management, Retirement, Asset Allocation, Equities
Education
National-Louis University 1988 — 1992
BA, Business Administration
Delhi University 1974 — 1978
BA, Political Science, Honors
Leading Edge Wealth Management, LLC 2008 - Present
Ameriprise Financial Services, Inc. 1993 - 2008
American Express Financial Advisors 1993 - 2006
Skills
Wealth Management, Financial Advisory, Business Planning, Personal & Family..., Retirement Planning, Wealth Protection, Valuation, Plan Design, 401k, Benchmarking, Investments, Pensions, IRA's, Estate Planning, Business Owner Planning, Business Reitrement..., Business Group Benefits, Social Security, Protect Social Securtiy..., Medicare, Wealth Management..., IRAs, Strategic Financial..., Fiduciary Compliance, Employee Communication..., Management of Trust..., Certified Divorce..., College Savings Plans, Income Tax Planning, Wealth Accumulation, Asset Management, Fiduciary, Personal Financial..., Portfolio Management, Wealth, Insurance, Financial Planners, Financial Planning, Income Tax, Management, Retirement, Asset Allocation, Equities
Education
National-Louis University 1988 — 1992
BA, Business Administration
Delhi University 1974 — 1978
BA, Political Science, Honors
Elizabeth Betsey Monsell Elizabeth Betsey Monsell's Ameriprise Financial Services, Inc. Experience 2012 - December 2013
Job Retired
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - December 2013
Great American Financial Resources 2007 - 2010
Carillon Investments, Inc. (now Ameritas Investment Corp.) 1992 - 2006
Union Central Life Insurance Company (UNIFI) 1985 - 2006
Price Waterhouse Coopers 1981 - 1985
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Accounting & Finance
Wellesley College 1973 — 1977
BA, Psychology
La Jolla High School 1970 — 1973
Ameriprise Financial Services, Inc. 2012 - December 2013
Great American Financial Resources 2007 - 2010
Carillon Investments, Inc. (now Ameritas Investment Corp.) 1992 - 2006
Union Central Life Insurance Company (UNIFI) 1985 - 2006
Price Waterhouse Coopers 1981 - 1985
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Accounting & Finance
Wellesley College 1973 — 1977
BA, Psychology
La Jolla High School 1970 — 1973
Amanda Moffitt Amanda Moffitt's Ameriprise Financial Services, Inc. Experience January 2014 - June 2014
Job Paraplanner at Brio Financial Group, a Franchise of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Brio Financial Group, a Franchise of Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - June 2014
American Independent Line, Inc. March 2010 - June 2014
Cambridge Systematics August 2012 - December 2013
Los Angeles County Metropolitan Transportation Authority June 2011 - October 2011
USC Center for Economic Development September 2010 - May 2011
Economic and Planning Systems September 2006 - March 2010
Skills
Energetic Team Player, Customer Service, Analytical Skills, Problem Solver, Quantitative Research, Self-Motivated, Communication Skills, Report Writing, Detail-Oriented, Highly Organized, Social Media, Microsoft Word, Research, Urban Planning, Budgets, Qualitative Research, Project Planning
Education
University of California, Berkeley 2014 — 2015
Certificate in Financial Planning
University of Southern California 2010 — 2012
Master of Planning
Davidson College 2002 — 2006
BA, Economics
Brio Financial Group, a Franchise of Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - June 2014
American Independent Line, Inc. March 2010 - June 2014
Cambridge Systematics August 2012 - December 2013
Los Angeles County Metropolitan Transportation Authority June 2011 - October 2011
USC Center for Economic Development September 2010 - May 2011
Economic and Planning Systems September 2006 - March 2010
Skills
Energetic Team Player, Customer Service, Analytical Skills, Problem Solver, Quantitative Research, Self-Motivated, Communication Skills, Report Writing, Detail-Oriented, Highly Organized, Social Media, Microsoft Word, Research, Urban Planning, Budgets, Qualitative Research, Project Planning
Education
University of California, Berkeley 2014 — 2015
Certificate in Financial Planning
University of Southern California 2010 — 2012
Master of Planning
Davidson College 2002 — 2006
BA, Economics
Readella Jones Readella Jones's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Registered Support Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
USAA February 2011 - April 2011
United Global Securities, Inc September 2009 - October 2010
Ameriprise Financial June 2004 - May 2009
Ameriprise Financial June 2004 - May 2009
United Global Securities, Inc. 2009 - 2009
American Express Financial Advisors November 2003 - April 2004
American Express Financial Advisors November 2003 - April 2004
Jones Contractors November 2001 - July 2003
EDS, an HP company February 2001 - July 2003
Skills
Retirement Planning, Investments, Analysis, Insurance, Customer Service, Portfolio Management, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Marketing, Asset Allocation, Finance, Management
Education
Davenport University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1996 — 2000
Bachelor, English, Psychology, Biology
2010
Masters; School, Theology; Theology
CFP Preparation
Bachelor's Degree; a Bachelor's degree, General Studies; Psychology, English and Chemistry. Played in; music
Ameriprise Financial Services, Inc. February 2012 - Present
USAA February 2011 - April 2011
United Global Securities, Inc September 2009 - October 2010
Ameriprise Financial June 2004 - May 2009
Ameriprise Financial June 2004 - May 2009
United Global Securities, Inc. 2009 - 2009
American Express Financial Advisors November 2003 - April 2004
American Express Financial Advisors November 2003 - April 2004
Jones Contractors November 2001 - July 2003
EDS, an HP company February 2001 - July 2003
Skills
Retirement Planning, Investments, Analysis, Insurance, Customer Service, Portfolio Management, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Marketing, Asset Allocation, Finance, Management
Education
Davenport University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1996 — 2000
Bachelor, English, Psychology, Biology
2010
Masters; School, Theology; Theology
CFP Preparation
Bachelor's Degree; a Bachelor's degree, General Studies; Psychology, English and Chemistry. Played in; music
Ron Malur's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job SVP, Investment Management Technology, Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. 2011 - Present
AIG 2006 - 2011
Deloitte Consulting 1991 - 2006
Accenture 1989 - 1991
PetCare 1988 - 1989
IBM 1983 - 1985
Skills
IT Strategy, Analysis
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 1986 — 1988
Master's Degree
Cornell University 1982 — 1983
M. Eng
University of Maryland College Park 1978 — 1982
B.S.
Ameriprise Financial Services, Inc. 2011 - Present
AIG 2006 - 2011
Deloitte Consulting 1991 - 2006
Accenture 1989 - 1991
PetCare 1988 - 1989
IBM 1983 - 1985
Skills
IT Strategy, Analysis
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 1986 — 1988
Master's Degree
Cornell University 1982 — 1983
M. Eng
University of Maryland College Park 1978 — 1982
B.S.
Lynne Kulander's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Executive Assistant Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Starkey Labs October 2008 - April 2009
GN ReSound June 1986 - July 2008
Skills
Administrative..., Office Management, Calendaring, Lotus Notes, PeopleSoft, Outlook, Talent Acquisition, Human Resources, Recruiting, Employee Benefits, Onboarding, Employee Relations, Interviews, Benefits Administration, New Hire Orientations, Administrative..., Sales, Leadership, Team Building, Management, Cross-functional Team..., Process Improvement
Education
Cornell College
BSS, English
Ameriprise Financial Services, Inc. July 2009 - Present
Starkey Labs October 2008 - April 2009
GN ReSound June 1986 - July 2008
Skills
Administrative..., Office Management, Calendaring, Lotus Notes, PeopleSoft, Outlook, Talent Acquisition, Human Resources, Recruiting, Employee Benefits, Onboarding, Employee Relations, Interviews, Benefits Administration, New Hire Orientations, Administrative..., Sales, Leadership, Team Building, Management, Cross-functional Team..., Process Improvement
Education
Cornell College
BSS, English
Jonathan M. Pearlstein, CRPC®, RICP®'s Ameriprise Financial Services, Inc. Experience September 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2000 - Present
Pearl Financial Partners, LLC January 2011 - Present
Baltimore City Public Schools September 1996 - June 2000
Education
Cornell University 1991 — 1996
Bachelors, Environmental Engineering
Ameriprise Financial Services, Inc. September 2000 - Present
Pearl Financial Partners, LLC January 2011 - Present
Baltimore City Public Schools September 1996 - June 2000
Education
Cornell University 1991 — 1996
Bachelors, Environmental Engineering
Olga Hejl, CRPC®, CMFC®'s Ameriprise Financial Services, Inc. Experience March 2006 - October 2009
Job Associate Financial Advisor
Industry Financial Services
Experience
OsborneKlein, a financial advisory practice of Ameriprise Financial June 2010 - Present
CFA Institute September 2009 - Present
Ameriprise Financial Services, Inc. March 2006 - October 2009
Northwestern Bank January 2004 - September 2005
Education
Davenport University 2002 — 2003
Bachelor of Business Administration (BBA)
OsborneKlein, a financial advisory practice of Ameriprise Financial June 2010 - Present
CFA Institute September 2009 - Present
Ameriprise Financial Services, Inc. March 2006 - October 2009
Northwestern Bank January 2004 - September 2005
Education
Davenport University 2002 — 2003
Bachelor of Business Administration (BBA)
Chad Frizzell's Ameriprise Financial Services, Inc. Experience July 1998 - Present
Job Financial Advisor with Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1998 - Present
Education
Covenant Theological Seminary 2009 — 2012
Masters of Arts in Counseling
Taylor University 1994 — 1998
Ameriprise Financial Services, Inc. July 1998 - Present
Education
Covenant Theological Seminary 2009 — 2012
Masters of Arts in Counseling
Taylor University 1994 — 1998
Dave McGuinness's Ameriprise Financial Services, Inc. Experience 2003 - 2004
Job Account Manager at OpenPlacement
Industry Hospital & Health Care
Experience
OpenPlacement October 2013 - Present
Exceptional Senior Services April 2012 - September 2013
Chase August 2011 - April 2012
Citibank 2005 - August 2011
Ameriprise Financial Services, Inc. 2003 - 2004
Charles Schwab 1995 - 2001
Merrill Lynch 1985 - 1995
Skills
Business Development, Wealth Management, Series 63, Investments, Series 7, Strategy, Banking, Trading, Insurance, Finance, Strategic Financial..., Sales, Financial Analysis, Customer Service
Education
Cornell University 1975 — 1979
BS, Environmental Science
Tompkins Cortland Community College
Associate's degree, Business Administration and Management, General
OpenPlacement October 2013 - Present
Exceptional Senior Services April 2012 - September 2013
Chase August 2011 - April 2012
Citibank 2005 - August 2011
Ameriprise Financial Services, Inc. 2003 - 2004
Charles Schwab 1995 - 2001
Merrill Lynch 1985 - 1995
Skills
Business Development, Wealth Management, Series 63, Investments, Series 7, Strategy, Banking, Trading, Insurance, Finance, Strategic Financial..., Sales, Financial Analysis, Customer Service
Education
Cornell University 1975 — 1979
BS, Environmental Science
Tompkins Cortland Community College
Associate's degree, Business Administration and Management, General
John Loper, CFP®'s Ameriprise Financial Services, Inc. Experience 1997 - 2009
Job Director, Corporate Relations
Industry Financial Services
Experience
CFP Board August 2014 - Present
Fidelity Investments July 2010 - August 2014
TIAA-CREF May 2009 - July 2010
Ameriprise Financial Services, Inc. 1997 - 2009
United States Air Force 1992 - 1997
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management, Retirement, Asset Managment, Series 63, Series 7, Asset Allocation, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
MBA, Business Administration
University of Miami 1987 — 1991
B.S., E.E.
CFP Board August 2014 - Present
Fidelity Investments July 2010 - August 2014
TIAA-CREF May 2009 - July 2010
Ameriprise Financial Services, Inc. 1997 - 2009
United States Air Force 1992 - 1997
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management, Retirement, Asset Managment, Series 63, Series 7, Asset Allocation, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
MBA, Business Administration
University of Miami 1987 — 1991
B.S., E.E.
Dan Riley's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Senior Vice President, Global Real Estate and Chief Procurement Officer at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Target October 2011 - February 2015
Target July 2008 - September 2011
Target April 2005 - June 2008
Target April 2001 - March 2005
Target December 1997 - March 2001
Target April 1995 - November 1997
Target October 1993 - March 1995
Carlson Companies July 1991 - September 1993
Carlson August 1989 - June 1991
Skills
Retail, Leadership, Leadership Development, Team Building, Cross-functional Team..., Merchandising, Strategic Planning, Management, Process Improvement, Strategy, Budgets, Team Leadership, Project Management, Forecasting, Analysis
Education
Harvard Business School 1986 — 1988
MBA, General Management
Saint John's University 1982 — 1984
BS, History
Creighton University 1980 — 1982
Ameriprise Financial Services, Inc. June 2015 - Present
Target October 2011 - February 2015
Target July 2008 - September 2011
Target April 2005 - June 2008
Target April 2001 - March 2005
Target December 1997 - March 2001
Target April 1995 - November 1997
Target October 1993 - March 1995
Carlson Companies July 1991 - September 1993
Carlson August 1989 - June 1991
Skills
Retail, Leadership, Leadership Development, Team Building, Cross-functional Team..., Merchandising, Strategic Planning, Management, Process Improvement, Strategy, Budgets, Team Leadership, Project Management, Forecasting, Analysis
Education
Harvard Business School 1986 — 1988
MBA, General Management
Saint John's University 1982 — 1984
BS, History
Creighton University 1980 — 1982
Molly Morgan's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Director Strategic Transformation at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Society of Women Engineers April 2008 - June 2015
Baker Tilly Virchow Krause, LLP 2009 - 2015
University of Wisconsin-Madison 2007 - 2009
General Mills May 2007 - August 2007
General Electric May 2006 - August 2006
Skills
Process Improvement, Manufacturing, ERP, CRM, Change Management, Six Sigma, Process Engineering, Lean Manufacturing, Cross-functional Team..., Value Stream Mapping, Supply Chain Management, Continuous Improvement, Data Analysis, Industrial Engineering, Visio, Project Management, Program Management, Operations Management, NetSuite, Social Collaboration, Voice of the Customer..., Statistical Data..., Management Consulting, Management, Training
Education
University of Wisconsin-Madison 2008 — 2009
M.S.
University of Wisconsin-Madison 2004 — 2008
B.S.
Danmarks Tekniske Universitet 2007 — 2007
Ameriprise Financial Services, Inc. 2015 - Present
Society of Women Engineers April 2008 - June 2015
Baker Tilly Virchow Krause, LLP 2009 - 2015
University of Wisconsin-Madison 2007 - 2009
General Mills May 2007 - August 2007
General Electric May 2006 - August 2006
Skills
Process Improvement, Manufacturing, ERP, CRM, Change Management, Six Sigma, Process Engineering, Lean Manufacturing, Cross-functional Team..., Value Stream Mapping, Supply Chain Management, Continuous Improvement, Data Analysis, Industrial Engineering, Visio, Project Management, Program Management, Operations Management, NetSuite, Social Collaboration, Voice of the Customer..., Statistical Data..., Management Consulting, Management, Training
Education
University of Wisconsin-Madison 2008 — 2009
M.S.
University of Wisconsin-Madison 2004 — 2008
B.S.
Danmarks Tekniske Universitet 2007 — 2007
Nate Tracy's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Compliance Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial January 2010 - July 2013
MarketSphere Consulting July 2008 - August 2009
GE Transportation May 2007 - May 2008
Skills
Access, Essbase, Data Analysis, Business Analysis, Series 7, Financial Services, Leadership, PowerPoint
Education
Creighton University 2004 — 2008
BA, History, Economics, Magna Cum Laude
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial January 2010 - July 2013
MarketSphere Consulting July 2008 - August 2009
GE Transportation May 2007 - May 2008
Skills
Access, Essbase, Data Analysis, Business Analysis, Series 7, Financial Services, Leadership, PowerPoint
Education
Creighton University 2004 — 2008
BA, History, Economics, Magna Cum Laude
Cecilia Carter's Ameriprise Financial Services, Inc. Experience 1996 - 2000
Job .Net Developer at NorthMarq Capital
Industry Facilities Services
Experience
NorthMarq Capital December 2014 - Present
AIR-serv Group LLC (CSC Services) November 2005 - February 2015
InSource Consulting April 2005 - November 2005
Minnesota Department of Revenue 2004 - 2005
Minnesota Department of Transportation 2003 - 2004
Minnesota Department of Transportation 2001 - 2003
Advance Business Solution 2001 - 2003
Ameriprise Financial Services, Inc. 1996 - 2000
Skills
Microsoft SQL Server, .NET, ASP.NET Web API, T-SQL, JavaScript, HTML, Microsoft CRM, SSRS, Windows 7, SharePoint, C#, Web Development, Web Design, CSS3, ASP.NET, ASP.NET MVC, HTML 5, Drupal, PHP4/5, MySQL, ETL, Microsoft Office..., Windows Sharepoint..., Microsoft Reporting..., SSIS, Team Foundation Server..., NUnit, SOAP, XML, XHTML, DHTML, Mercurial, Yahoo Merchant Ecommerce, ASP.NET AJAX, jQuery, JSON, Unix, Advanced CSS, Dreamweaver, Microsoft Office, Windows 8, Microsoft SharePoint..., Yahoo Merchant, Client/server, Entity Framework
Education
Dakota County Technical College 1997 — 2000
Associate of Arts and Sciences (AAS), Computer Programming, Specific Applications, 4.0
University of San Jose - Recoletos 1988 — 1992
High School, High School/Secondary Diplomas and Certificates
NorthMarq Capital December 2014 - Present
AIR-serv Group LLC (CSC Services) November 2005 - February 2015
InSource Consulting April 2005 - November 2005
Minnesota Department of Revenue 2004 - 2005
Minnesota Department of Transportation 2003 - 2004
Minnesota Department of Transportation 2001 - 2003
Advance Business Solution 2001 - 2003
Ameriprise Financial Services, Inc. 1996 - 2000
Skills
Microsoft SQL Server, .NET, ASP.NET Web API, T-SQL, JavaScript, HTML, Microsoft CRM, SSRS, Windows 7, SharePoint, C#, Web Development, Web Design, CSS3, ASP.NET, ASP.NET MVC, HTML 5, Drupal, PHP4/5, MySQL, ETL, Microsoft Office..., Windows Sharepoint..., Microsoft Reporting..., SSIS, Team Foundation Server..., NUnit, SOAP, XML, XHTML, DHTML, Mercurial, Yahoo Merchant Ecommerce, ASP.NET AJAX, jQuery, JSON, Unix, Advanced CSS, Dreamweaver, Microsoft Office, Windows 8, Microsoft SharePoint..., Yahoo Merchant, Client/server, Entity Framework
Education
Dakota County Technical College 1997 — 2000
Associate of Arts and Sciences (AAS), Computer Programming, Specific Applications, 4.0
University of San Jose - Recoletos 1988 — 1992
High School, High School/Secondary Diplomas and Certificates
Phillip Davidson's Ameriprise Financial Services, Inc. Experience November 2012 - December 2014
Job Software Engineer at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Enterprise Iron Financial Industry Solutions, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. November 2012 - December 2014
Resolute Management, Inc. September 2012 - September 2012
Edison Mission Marketing and Trading October 2011 - September 2012
Fidelity Investments March 2011 - October 2011
State of Massachusetts October 2009 - June 2011
Fidelity Investments September 2006 - September 2009
Fidelity Investments August 1995 - September 2009
The Shareholder Service Group February 1992 - July 1995
First Data 1993 - 1995
Skills
SQL, Databases, Oracle, C#, Microsoft SQL Server, ASP.NET, Web Applications, Software Development, Financial Services, Finance, Data Warehousing, SDLC, Linux, C++, C, Unix Shell Scripting, Sybase ASE, VBA, ETL, Fixed Income, Perl, SAS, R, PostgreSQL, MySQL, Excel, Core Java, Access, VB.NET, Application Development, Python
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2000
MSF, Finance
Texas A&M University 1981 — 1985
Bachelor, Business Administration Business Analysis (MIS)
Enterprise Iron Financial Industry Solutions, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. November 2012 - December 2014
Resolute Management, Inc. September 2012 - September 2012
Edison Mission Marketing and Trading October 2011 - September 2012
Fidelity Investments March 2011 - October 2011
State of Massachusetts October 2009 - June 2011
Fidelity Investments September 2006 - September 2009
Fidelity Investments August 1995 - September 2009
The Shareholder Service Group February 1992 - July 1995
First Data 1993 - 1995
Skills
SQL, Databases, Oracle, C#, Microsoft SQL Server, ASP.NET, Web Applications, Software Development, Financial Services, Finance, Data Warehousing, SDLC, Linux, C++, C, Unix Shell Scripting, Sybase ASE, VBA, ETL, Fixed Income, Perl, SAS, R, PostgreSQL, MySQL, Excel, Core Java, Access, VB.NET, Application Development, Python
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2000
MSF, Finance
Texas A&M University 1981 — 1985
Bachelor, Business Administration Business Analysis (MIS)
Christine Decker's Ameriprise Financial Services, Inc. Experience January 2014 - October 2014
Job Licensed Office Professional at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - October 2014
Gilman Ciocia September 2012 - October 2013
BMO Harris Financial Advisors, Inc. a part of BMO Financial Group Inc. June 2010 - October 2012
SunTrust Investment Services, Inc, Downtown December 2005 - February 2010
Fifth Third Securities February 2002 - November 2005
Fifth Third Securities, Nat City, Merrill Lynch January 1994 - January 2002
MERRILL LYNCH PIERCE FENNER AND SMITH January 1989 - January 1994
Skills
Knowledge, experience..., Investments, Strategic Financial..., Series 7, Banking, Insurance, Retirement, Financial Services, Finance, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Wealth, Securities, Income Tax, Investment Advisory, Asset Allocation, Retail Banking, FINRA, Financial Planners, Fixed Annuities, Portfolio Management, Uniform Combined State..., Series 24, Financial Planning
Education
Self Study 2015 — 2015
Fraternal Professional Certificate, Insurance
H & R Block 2013 — 2013
Tax Advisor 2, Taxation
Davenport University 2002 — 2004
BA, Business Management
Bridgeport High School 1975 — 1979
Major, General Studies
Thrivent Financial October 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - October 2014
Gilman Ciocia September 2012 - October 2013
BMO Harris Financial Advisors, Inc. a part of BMO Financial Group Inc. June 2010 - October 2012
SunTrust Investment Services, Inc, Downtown December 2005 - February 2010
Fifth Third Securities February 2002 - November 2005
Fifth Third Securities, Nat City, Merrill Lynch January 1994 - January 2002
MERRILL LYNCH PIERCE FENNER AND SMITH January 1989 - January 1994
Skills
Knowledge, experience..., Investments, Strategic Financial..., Series 7, Banking, Insurance, Retirement, Financial Services, Finance, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Wealth, Securities, Income Tax, Investment Advisory, Asset Allocation, Retail Banking, FINRA, Financial Planners, Fixed Annuities, Portfolio Management, Uniform Combined State..., Series 24, Financial Planning
Education
Self Study 2015 — 2015
Fraternal Professional Certificate, Insurance
H & R Block 2013 — 2013
Tax Advisor 2, Taxation
Davenport University 2002 — 2004
BA, Business Management
Bridgeport High School 1975 — 1979
Major, General Studies
Monica Dugan, CFP(R)'s Ameriprise Financial Services, Inc. Experience December 2007 - March 2009
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
TD Ameritrade March 2011 - February 2014
TD Ameritrade -Burlington May 2009 - February 2011
Ameriprise Financial Services, Inc. December 2007 - March 2009
Ameriprise Financial Services, Inc. February 2007 - December 2007
Ameriprise Financial Services, Inc. November 2001 - January 2007
Skills
Series 24, Series 7, Wealth Management...
Education
Cornell University
Fidelity Investments March 2014 - Present
TD Ameritrade March 2011 - February 2014
TD Ameritrade -Burlington May 2009 - February 2011
Ameriprise Financial Services, Inc. December 2007 - March 2009
Ameriprise Financial Services, Inc. February 2007 - December 2007
Ameriprise Financial Services, Inc. November 2001 - January 2007
Skills
Series 24, Series 7, Wealth Management...
Education
Cornell University
Abhijit Banerjee, MBA's Ameriprise Financial Services, Inc. Experience 2001 - 2012
Job Experienced Technology Management Executive
Industry Information Technology and Services
Experience
Federal Reserve Bank of Minneapolis 2012 - 2015
Infosys Ltd 2001 - 2012
Ameriprise Financial Services, Inc. 2001 - 2012
L&T June 1999 - December 2000
Skills
Application Portfolio..., Program Management, Outsourcing, Agile Methodologies, CRM, IT Strategy, Pre-sales, Software Development, Management, Vendor Management, SOA, Data Warehousing, Customer Service, ERP, Analytics, ETL, Business Development, Global Delivery, IT Governance, Business Strategy
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2010
Executive Leadership Certificate
ICFAI 2002 — 2003
MS
Jadavpur University 1995 — 1999
Bachelor of Engineering (B.E.)
st augustine's day school 1983 — 1993
Federal Reserve Bank of Minneapolis 2012 - 2015
Infosys Ltd 2001 - 2012
Ameriprise Financial Services, Inc. 2001 - 2012
L&T June 1999 - December 2000
Skills
Application Portfolio..., Program Management, Outsourcing, Agile Methodologies, CRM, IT Strategy, Pre-sales, Software Development, Management, Vendor Management, SOA, Data Warehousing, Customer Service, ERP, Analytics, ETL, Business Development, Global Delivery, IT Governance, Business Strategy
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2010
Executive Leadership Certificate
ICFAI 2002 — 2003
MS
Jadavpur University 1995 — 1999
Bachelor of Engineering (B.E.)
st augustine's day school 1983 — 1993
Dora Hamilton's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial Services, Inc. December 2003 - March 2011
H & R Block Financial Advisors December 1998 - March 2003
ABN AMRO June 1996 - December 1998
Skills
Fixed Annuities, Series 7, Series 63, Process Improvement, Variable Annuities, Life & Health Insurance..., Emotional Intelligence, Change Management, Project Management, Building Relationships, Lean Operations, Quality Assurance
Education
Davenport University
Finance
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial Services, Inc. December 2003 - March 2011
H & R Block Financial Advisors December 1998 - March 2003
ABN AMRO June 1996 - December 1998
Skills
Fixed Annuities, Series 7, Series 63, Process Improvement, Variable Annuities, Life & Health Insurance..., Emotional Intelligence, Change Management, Project Management, Building Relationships, Lean Operations, Quality Assurance
Education
Davenport University
Finance
Angela Hollie's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Compliance Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial September 2011 - August 2014
Ameriprise Financial Services, Inc. May 2010 - September 2011
Ameriprise Financial Services, Inc. February 2006 - May 2010
Ameriprise Financial Services, Inc. June 2000 - February 2006
Skills
Microsoft Office, Business Analysis, Financial Services, Banking, Wealth Management, Series 7, Time Management, Insurance, Process Improvement, Microsoft Excel, Retirement Planning, Retirement, Risk Management
Education
Dakota County Technical College 2013 — 2017
Associate of Science (A.S.) Network Administration and Security, Focusing on Security and Forensics, 2nd year
Metropolitan State University 1994 — 1997
Bachelor's degree, Human Services Counseling/Chem Dep- Minor-Community Violence Prevention
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial September 2011 - August 2014
Ameriprise Financial Services, Inc. May 2010 - September 2011
Ameriprise Financial Services, Inc. February 2006 - May 2010
Ameriprise Financial Services, Inc. June 2000 - February 2006
Skills
Microsoft Office, Business Analysis, Financial Services, Banking, Wealth Management, Series 7, Time Management, Insurance, Process Improvement, Microsoft Excel, Retirement Planning, Retirement, Risk Management
Education
Dakota County Technical College 2013 — 2017
Associate of Science (A.S.) Network Administration and Security, Focusing on Security and Forensics, 2nd year
Metropolitan State University 1994 — 1997
Bachelor's degree, Human Services Counseling/Chem Dep- Minor-Community Violence Prevention
R Scott Darrah, CFP, ChFC, CLU, CAP, AEP's Ameriprise Financial Services, Inc. Experience August 1996 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1996 - Present
Skills
Community Services, Ability to Listen, Customer Services, Decision-making, Public Speaking, Responsiveness, Social Media, Customer Service
Education
Creighton University 1984 — 1988
BSBA, Finance
Tri-Center 1977 — 1981
Ameriprise Financial Services, Inc. August 1996 - Present
Skills
Community Services, Ability to Listen, Customer Services, Decision-making, Public Speaking, Responsiveness, Social Media, Customer Service
Education
Creighton University 1984 — 1988
BSBA, Finance
Tri-Center 1977 — 1981
Taylor Shoop's Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job Associate Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2008 - Present
Ameriprise Financial Services, Inc. July 2014 - Present
Wasserman Capital June 2006 - June 2008
Education
Loyola Marymount University 2006 — 2007
Masters, Education
Davidson College 2002 — 2006
BA, Economics
Ameriprise Financial Services, Inc. August 2008 - Present
Ameriprise Financial Services, Inc. July 2014 - Present
Wasserman Capital June 2006 - June 2008
Education
Loyola Marymount University 2006 — 2007
Masters, Education
Davidson College 2002 — 2006
BA, Economics
Anthony Schiano, Ph.D., CFP®'s Ameriprise Financial Services, Inc. Experience July 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1994 - Present
Syracuse University August 1989 - May 1993
University of Georgia August 1986 - July 1989
Education
Cornell University 1982 — 1986
Ph.D., Consumer Economics
Cornell University 1975 — 1979
M.S., Consumer Economics
Syracuse University 1971 — 1975
BA, Economics
Ameriprise Financial Services, Inc. July 1994 - Present
Syracuse University August 1989 - May 1993
University of Georgia August 1986 - July 1989
Education
Cornell University 1982 — 1986
Ph.D., Consumer Economics
Cornell University 1975 — 1979
M.S., Consumer Economics
Syracuse University 1971 — 1975
BA, Economics
Kimya Anderson's Ameriprise Financial Services, Inc. Experience 2007 - 2007
Job Consultant and Sales
Industry Wine and Spirits
Experience
Frank Family Vineyards March 2012 - August 2012
Kosta Browne Winery September 2011 - November 2011
Wells Fargo Advisors March 2011 - June 2011
Everett Ridge Vineyards & Winery December 2009 - June 2010
Korbel Champagne Cellars August 2009 - January 2010
Ledson Winery April 2008 - April 2009
Ameriprise Financial Services, Inc. 2007 - 2007
Guidance Software 2006 - 2007
Robert Half International 2005 - 2007
Robert Half International 2005 - 2007
Education
Computer Learning Center 1999 — 1999
MBS, Micro-Computer Business Systems
Delaware State University 1994 — 1997
Business Administration
All Saints 1981 — 1987
Indian Hills High
Frank Family Vineyards March 2012 - August 2012
Kosta Browne Winery September 2011 - November 2011
Wells Fargo Advisors March 2011 - June 2011
Everett Ridge Vineyards & Winery December 2009 - June 2010
Korbel Champagne Cellars August 2009 - January 2010
Ledson Winery April 2008 - April 2009
Ameriprise Financial Services, Inc. 2007 - 2007
Guidance Software 2006 - 2007
Robert Half International 2005 - 2007
Robert Half International 2005 - 2007
Education
Computer Learning Center 1999 — 1999
MBS, Micro-Computer Business Systems
Delaware State University 1994 — 1997
Business Administration
All Saints 1981 — 1987
Indian Hills High
Dinesh Goel's Ameriprise Financial Services, Inc. Experience September 2011 - November 2011
Job Accounting and Management Professional
Industry Financial Services
Experience
N/A January 2012 - Present
H & R Block January 2014 - April 2015
Ameriprise Financial Services, Inc. September 2011 - November 2011
Adie Consulting, LLC March 2010 - July 2011
GMAC ResCap October 2007 - December 2009
Dgital river 2007 - 2007
TCF Financial Corporation March 2005 - September 2006
TCF Bank August 2003 - March 2005
Laxmi Agro Industrial Consultants and Exporters Ltd. March 1994 - November 1996
Skills
Internal Controls, Corporate Finance
Education
Metropolitan State University 2002 — 2004
MBA, CPA -Inactive, CA, Finance, Management, Strategy, Operation
University of Delhi 1973 — 1976
B. Sc.(Hons.), Botany
N/A January 2012 - Present
H & R Block January 2014 - April 2015
Ameriprise Financial Services, Inc. September 2011 - November 2011
Adie Consulting, LLC March 2010 - July 2011
GMAC ResCap October 2007 - December 2009
Dgital river 2007 - 2007
TCF Financial Corporation March 2005 - September 2006
TCF Bank August 2003 - March 2005
Laxmi Agro Industrial Consultants and Exporters Ltd. March 1994 - November 1996
Skills
Internal Controls, Corporate Finance
Education
Metropolitan State University 2002 — 2004
MBA, CPA -Inactive, CA, Finance, Management, Strategy, Operation
University of Delhi 1973 — 1976
B. Sc.(Hons.), Botany
Amy Spicer, CFP's Ameriprise Financial Services, Inc. Experience July 2011 - April 2014
Job External Wholesaler at Allianz Life
Industry Financial Services
Experience
Allianz Life May 2014 - Present
Ameriprise Financial Services, Inc. July 2011 - April 2014
Ameriprise Financial January 2010 - June 2011
White Earth Reservation Tribal Council October 2009 - July 2010
The Tuck School Of Business June 2009 - July 2009
Skills
Insurance, Finance, Investments, Financial Modeling, Series 7, Retirement Planning, Mutual Funds, Asset Management, Financial Services, Valuation, Series 63, Strategic Financial..., Bloomberg, Data Analysis, Due Diligence, Estate Planning, Asset Allocation, Wealth Management, Fixed Income, Investment Banking
Education
Dartmouth College 2005 — 2009
B.A.
Shattuck- St. Mary's High School 2000 — 2005
Allianz Life May 2014 - Present
Ameriprise Financial Services, Inc. July 2011 - April 2014
Ameriprise Financial January 2010 - June 2011
White Earth Reservation Tribal Council October 2009 - July 2010
The Tuck School Of Business June 2009 - July 2009
Skills
Insurance, Finance, Investments, Financial Modeling, Series 7, Retirement Planning, Mutual Funds, Asset Management, Financial Services, Valuation, Series 63, Strategic Financial..., Bloomberg, Data Analysis, Due Diligence, Estate Planning, Asset Allocation, Wealth Management, Fixed Income, Investment Banking
Education
Dartmouth College 2005 — 2009
B.A.
Shattuck- St. Mary's High School 2000 — 2005
Gary E. Winnick, CFP®'s Ameriprise Financial Services, Inc. Experience June 1988 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1988 - Present
Practice of Gary E. Winnick, CFP®, Financial Advisor 1988 - Present
Education
Cornell University
Bachelor of Science
Ameriprise Financial Services, Inc. June 1988 - Present
Practice of Gary E. Winnick, CFP®, Financial Advisor 1988 - Present
Education
Cornell University
Bachelor of Science
Karoline Schwartz's Ameriprise Financial Services, Inc. Experience June 2009 - August 2009
Job Graduate Student at Cornell University School of Hotel Administration
Industry Hospitality
Experience
Cornell University August 2015 - Present
Haru November 2012 - April 2015
Sweetgrass Grill September 2012 - November 2012
Fort Pond Bay Company January 2012 - October 2012
Harvest on Hudson June 2010 - October 2012
The Forum Group November 2011 - April 2012
Merkley + Partners January 2010 - May 2010
Beso Restaurant September 2009 - February 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Great American BBQ Co./Caperberry Events May 2007 - August 2009
Skills
Talent Identification, Career Development, Relationship Cultivation, Professional Networking, Resume Writing, Online Community..., Social Media, Restaurant Marketing, Restaurant Management, Hospitality, Microsoft Office, Facebook, Twitter, Cooking, Baking, Smiling, Market Research, Marketing, Integrated Marketing, Business Networking, Talent Management, Recruiting
Education
Cornell University School of Hotel Administration 2015 — 2017
Master of Management in Hospitality, Marketing Management
Institute of Culinary Education 2010 — 2011
Diploma, Baking and Pastry Arts
State University of New York at New Paltz 2008 — 2010
2010, Communication and Media: Media Management
Universidad de Oviedo 2009 — 2009
Spanish Language and Culture
Mount Holyoke College 2006 — 2008
Atmospheric Science
Ardsley High School 2002 — 2006
Cornell University August 2015 - Present
Haru November 2012 - April 2015
Sweetgrass Grill September 2012 - November 2012
Fort Pond Bay Company January 2012 - October 2012
Harvest on Hudson June 2010 - October 2012
The Forum Group November 2011 - April 2012
Merkley + Partners January 2010 - May 2010
Beso Restaurant September 2009 - February 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Great American BBQ Co./Caperberry Events May 2007 - August 2009
Skills
Talent Identification, Career Development, Relationship Cultivation, Professional Networking, Resume Writing, Online Community..., Social Media, Restaurant Marketing, Restaurant Management, Hospitality, Microsoft Office, Facebook, Twitter, Cooking, Baking, Smiling, Market Research, Marketing, Integrated Marketing, Business Networking, Talent Management, Recruiting
Education
Cornell University School of Hotel Administration 2015 — 2017
Master of Management in Hospitality, Marketing Management
Institute of Culinary Education 2010 — 2011
Diploma, Baking and Pastry Arts
State University of New York at New Paltz 2008 — 2010
2010, Communication and Media: Media Management
Universidad de Oviedo 2009 — 2009
Spanish Language and Culture
Mount Holyoke College 2006 — 2008
Atmospheric Science
Ardsley High School 2002 — 2006
Peggy Coleman's Ameriprise Financial Services, Inc. Experience December 1999 - February 2010
Job Administrative Service at Harley Ellis Devereaux
Industry Information Services
Experience
Harley Ellis Devereaux February 2013 - Present
VA Medical Center December 2010 - Present
Snelling Staffing Service 29777 Telegraph Rd., Ste 1311 Southfield, Michigan 48034 August 2012 - February 2013
Ameriprise Financial Services, Inc. December 1999 - February 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Outlook, Insurance, Process Improvement, PowerPoint, Human Resources, Payroll, Employee Relations, Leadership Development, Accounting, Budgets, Financial Reporting, Public Speaking, Recruiting, Accounts Payable, Financial Analysis, Process Scheduler, Strategic Planning, Administrative..., Employee Benefits, Analysis, Accounts Receivable, Team Building, System Administration, Healthcare, Financial Planning, Asset Management, Investments
Education
Wayne County Community 2008 — 2011
Computer Science
Cooley High
Business
Davenport University
Undergrad
Mary
Mary College
UndergradWayne County Community College
Wayne County Community College District
Undergrad
Harley Ellis Devereaux February 2013 - Present
VA Medical Center December 2010 - Present
Snelling Staffing Service 29777 Telegraph Rd., Ste 1311 Southfield, Michigan 48034 August 2012 - February 2013
Ameriprise Financial Services, Inc. December 1999 - February 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Outlook, Insurance, Process Improvement, PowerPoint, Human Resources, Payroll, Employee Relations, Leadership Development, Accounting, Budgets, Financial Reporting, Public Speaking, Recruiting, Accounts Payable, Financial Analysis, Process Scheduler, Strategic Planning, Administrative..., Employee Benefits, Analysis, Accounts Receivable, Team Building, System Administration, Healthcare, Financial Planning, Asset Management, Investments
Education
Wayne County Community 2008 — 2011
Computer Science
Cooley High
Business
Davenport University
Undergrad
Mary
Mary College
UndergradWayne County Community College
Wayne County Community College District
Undergrad
Ann Friedland's Ameriprise Financial Services, Inc. Experience September 2012 - April 2013
Job Scheduler at C.H. Robinson
Industry Transportation/Trucking/Railroad
Experience
C.H. Robinson April 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - April 2013
Industrial Surplus/ABC Electronics February 2012 - September 2012
Apple Valley Fire Relief Association January 2006 - October 2008
Pearson VUE September 2005 - January 2006
Skills
Legal Documents, Legal Assistance, Legal Research, Wordperfect, Legal Writing, Litigation, Calendaring, Document Drafting, Administrative..., Electronic Filing, Pleadings, Microsoft Office, Research, Call Center, Office Administration, Front Office, Management, Event Management, Master Scheduling, Office Equipment..., Fundraising, Inventory, Data Entry, Sales, Perseverance, Motivation, Retirement Planning, Investment Advisory, Insurance, Financial Advisory, Financial Services
Education
Dakota County Technical College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Legal Administrative Assistant/Secretary, 4.0
C.H. Robinson April 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - April 2013
Industrial Surplus/ABC Electronics February 2012 - September 2012
Apple Valley Fire Relief Association January 2006 - October 2008
Pearson VUE September 2005 - January 2006
Skills
Legal Documents, Legal Assistance, Legal Research, Wordperfect, Legal Writing, Litigation, Calendaring, Document Drafting, Administrative..., Electronic Filing, Pleadings, Microsoft Office, Research, Call Center, Office Administration, Front Office, Management, Event Management, Master Scheduling, Office Equipment..., Fundraising, Inventory, Data Entry, Sales, Perseverance, Motivation, Retirement Planning, Investment Advisory, Insurance, Financial Advisory, Financial Services
Education
Dakota County Technical College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Legal Administrative Assistant/Secretary, 4.0
Melissa Karsnia's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Middle Office Settlement Specialist at Columbia Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Green Tree Servicing 2012 - 2013
Wells Fargo Bank 2007 - 2012
Wells Fargo Bank 2005 - 2007
US Bank 2003 - 2005
U.S. Bank 2002 - 2003
U.S. Bank 1999 - 2002
Skills
Relationship Management, Accounting, •Excellent oral and..., •Critical thinker with..., Technical Documentation, Technical Project..., Project Planning, Strong Numerical..., Keen Attention to Detail, Process Improvement, Customer Service, Lotus Notes, Risk Analysis, Internal Control Audits, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Adobe Acrobat, Outlook, Access Database, Creative Problem Solving, Asset Management, Global Custody, User Acceptance Testing, Regression Testing, Meet Deadlines, Leadership, Account Reconciliation, Securities, Gathering and..., Corporate Actions..., Dividend & Income..., Asset and Cash Transfers, International Trade..., Foreign Exchange
Education
Dakota County Technical College
In Progress, Accounting and Finance
Ameriprise Financial Services, Inc. 2013 - Present
Green Tree Servicing 2012 - 2013
Wells Fargo Bank 2007 - 2012
Wells Fargo Bank 2005 - 2007
US Bank 2003 - 2005
U.S. Bank 2002 - 2003
U.S. Bank 1999 - 2002
Skills
Relationship Management, Accounting, •Excellent oral and..., •Critical thinker with..., Technical Documentation, Technical Project..., Project Planning, Strong Numerical..., Keen Attention to Detail, Process Improvement, Customer Service, Lotus Notes, Risk Analysis, Internal Control Audits, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Adobe Acrobat, Outlook, Access Database, Creative Problem Solving, Asset Management, Global Custody, User Acceptance Testing, Regression Testing, Meet Deadlines, Leadership, Account Reconciliation, Securities, Gathering and..., Corporate Actions..., Dividend & Income..., Asset and Cash Transfers, International Trade..., Foreign Exchange
Education
Dakota County Technical College
In Progress, Accounting and Finance
Brian Boyer's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Sr. Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial Services, Inc. November 2010 - November 2012
Skills
Series 7, Life Insurance, Series 63, Finance, Insurance, Retirement Planning, Fixed Annuities, Financial Analysis, Strategic Financial..., Mutual Funds, Financial Planning, Financial Services, Management, Investments
Education
University of Minnesota-Twin Cities 2008 — 2010
B.A., History
County College of Morris 2004 — 2005
Associate's degree, Social Sciences
Ameriprise Financial Services, Inc. August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial Services, Inc. November 2010 - November 2012
Skills
Series 7, Life Insurance, Series 63, Finance, Insurance, Retirement Planning, Fixed Annuities, Financial Analysis, Strategic Financial..., Mutual Funds, Financial Planning, Financial Services, Management, Investments
Education
University of Minnesota-Twin Cities 2008 — 2010
B.A., History
County College of Morris 2004 — 2005
Associate's degree, Social Sciences
Jeffrey Jacoby, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Financial Advisor, The Doylestown Private Wealth Group, a private wealth advisory practice of Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
Ameriprise Financial Services, Inc. June 2004 - January 2007
Education
Delaware Valley College 2000 — 2004
Business Administration, Financial Services
Ameriprise Financial Services, Inc. January 2007 - Present
Ameriprise Financial Services, Inc. June 2004 - January 2007
Education
Delaware Valley College 2000 — 2004
Business Administration, Financial Services
Shuyang Zhu's Ameriprise Financial Services, Inc. Experience September 2012 - December 2012
Job Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Local Initiatives Support Corporation (LISC) January 2013 - May 2013
Trinity College September 2012 - May 2013
Trinity College - Hartford January 2011 - May 2013
Ameriprise Financial Services, Inc. September 2012 - December 2012
Center For Urban And Global Studies, Trinity College May 2011 - August 2011
Environmental Science Program, Trinity College September 2010 - December 2010
Chemistry Department, Trinity College September 2010 - December 2010
Environmental Science Program, Trinity College May 2010 - July 2010
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Environmental Science, PowerPoint, GIS, Python, English, Mandarin
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science, Majors: Economics, Environmental Science; Minor: Models and Data
University of Oxford 2011 — 2012
Exchange Program, Economics
Dartmouth College 2011 — 2011
Tuck Business Bridge Program
Local Initiatives Support Corporation (LISC) January 2013 - May 2013
Trinity College September 2012 - May 2013
Trinity College - Hartford January 2011 - May 2013
Ameriprise Financial Services, Inc. September 2012 - December 2012
Center For Urban And Global Studies, Trinity College May 2011 - August 2011
Environmental Science Program, Trinity College September 2010 - December 2010
Chemistry Department, Trinity College September 2010 - December 2010
Environmental Science Program, Trinity College May 2010 - July 2010
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Environmental Science, PowerPoint, GIS, Python, English, Mandarin
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science, Majors: Economics, Environmental Science; Minor: Models and Data
University of Oxford 2011 — 2012
Exchange Program, Economics
Dartmouth College 2011 — 2011
Tuck Business Bridge Program
Ron Bender's Ameriprise Financial Services, Inc. Experience 1970 - 1998
Job Retired at Richfield, MN
Industry Financial Services
Experience
Richfield, MN Internal AuditorAmeriprise Financial1970 - 1998
Ameriprise Financial Services, Inc. 1970 - 1998
American Express Financial Advisors 1970 - 1998
Skills
Retirement Planning, Series 7, Retirement, Internal Audit, Financial Services, Process Improvement, Risk Management, Strategic Planning, Wealth Management, Investments, Finance
Education
Dakota Wesleyan University 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Economics
Dakota Wesleyan University, Mitchell, SD 1966 — 1970
Bachelor's degree, Business Administration and Management, General
South Dakota State University 1954 — 1955
None
Richfield, MN Internal AuditorAmeriprise Financial1970 - 1998
Ameriprise Financial Services, Inc. 1970 - 1998
American Express Financial Advisors 1970 - 1998
Skills
Retirement Planning, Series 7, Retirement, Internal Audit, Financial Services, Process Improvement, Risk Management, Strategic Planning, Wealth Management, Investments, Finance
Education
Dakota Wesleyan University 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Economics
Dakota Wesleyan University, Mitchell, SD 1966 — 1970
Bachelor's degree, Business Administration and Management, General
South Dakota State University 1954 — 1955
None
Edward Beitenman's Ameriprise Financial Services, Inc. Experience September 2012 - April 2013
Job CEO at Beitenman & Company
Industry Financial Services
Experience
Beitenman & Company April 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - April 2013
Advanced Equities July 2010 - April 2011
Bank of The West/Trinity Capital September 1987 - June 2010
Bank of America July 1983 - July 1985
Skills
Business Development, Risk Management, Marketing Strategy, Business Planning, Team Building, Financial Analysis, Marketing, Strategic Financial..., Private Equity, Finance, Loans, Banking, Corporate Finance, Sales, Venture Capital, Portfolio Management, Accounting, Cash Flow, Insurance, Financial Services, Credit, Executive Management, Credit Analysis, Series 7, Series 63, Forecasting, Strategy
Education
Creighton University 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Beitenman & Company April 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - April 2013
Advanced Equities July 2010 - April 2011
Bank of The West/Trinity Capital September 1987 - June 2010
Bank of America July 1983 - July 1985
Skills
Business Development, Risk Management, Marketing Strategy, Business Planning, Team Building, Financial Analysis, Marketing, Strategic Financial..., Private Equity, Finance, Loans, Banking, Corporate Finance, Sales, Venture Capital, Portfolio Management, Accounting, Cash Flow, Insurance, Financial Services, Credit, Executive Management, Credit Analysis, Series 7, Series 63, Forecasting, Strategy
Education
Creighton University 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Joseph Loria's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Planning Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Education
Cornell University 2010 — 2014
Bachelor of Science in Industrial and Labor Relations, Industrial and Labor Relations
Ameriprise Financial Services, Inc. September 2014 - Present
Education
Cornell University 2010 — 2014
Bachelor of Science in Industrial and Labor Relations, Industrial and Labor Relations
Angela Celso-McGurk, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience February 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1995 - Present
Education
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Hotel/Motel Administration/Management
Bronx High School of Science 1985 — 1989
Regents Diploma
Ameriprise Financial Services, Inc. February 1995 - Present
Education
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Hotel/Motel Administration/Management
Bronx High School of Science 1985 — 1989
Regents Diploma
Stacey Weimer's Ameriprise Financial Services, Inc. Experience August 2005 - November 2012
Job Customer Service
Industry Executive Office
Experience
McRoberts Sales September 2013 - April 2015
Ameriprise Financial Services, Inc. August 2005 - November 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing
Education
D G Erwin Technical Center
McRoberts Sales September 2013 - April 2015
Ameriprise Financial Services, Inc. August 2005 - November 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing
Education
D G Erwin Technical Center
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank