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
Folium Law Group January 2015 - Present
Stoll Berne November 2014 - March 2015
The Standard October 2013 - July 2014
Aldrich Eike, P.C. September 2012 - October 2013
O'Donnell Clark & Crew LLP August 2012 - September 2012
Spaulding Potter, LLP June 2011 - August 2012
McGee Financial Strategies May 2008 - February 2009
Ameriprise Financial Services, Inc. July 2007 - May 2008
Reliable Credit Association June 2006 - July 2007
Skills
Legal Research, Courts, Westlaw, Legal Writing, Civil Litigation, Criminal Law, Trials, Commercial Litigation, Litigation, Administrative Law, Tax Law, Employment Law, Contract Law, Document Drafting, Public Policy, Research, Policy Analysis, Securities Regulation, Litigation Support, Lexis, Contract Negotiation, Corporate Law, Legal Issues, Motions, Public Speaking, Hardwood Flooring
Education
Lewis and Clark College 2009 — 2012
JD, Law
Duke University 2000 — 2004
BA, Chemistry, Art History
Ameriprise Financial Services, Inc. April 2011 - Present
Ameriprise Financial Services, Inc. March 2008 - March 2011
Education
Denison University 2003 — 2007
B.A., Economics
Franke and Associates A Financial Advisory Practice of Ameriprise Financial November 2013 - Present
Kosama Clive February 2012 - August 2013
Ameriprise Financial Services, Inc. March 2011 - September 2012
Skills
Fitness Training, Personal Training, Coaching, Fitness, Marketing, Nutrition, Social Media, Customer Service, Public Speaking
Education
Grand View University 2007 — 2010
Bachelor of Arts (B.A.), Health and Physical Education/Fitness, 3.2
Des Moines Area Community College 2005 — 2007
Associate’s Degree, Health and Physical Education/Fitness
Nodaway Valley High School 2001 — 2005
3.0
Ameriprise Financial Services, Inc. June 2008 - Present
Education
DePaul University 2000 — 2004
Bachelor's degree, Accounting and Finance
Providence Catholic High School 1996 — 2000
Nelson Banks Financial, LLC June 2014 - Present
Western & Southern Life Insurance April 2013 - May 2014
OneAmerica Financial Partners Inc. November 2011 - April 2013
Ameriprise Financial Services, Inc. June 2000 - March 2009
Atlanta Tribune: The Magazine 2004 - 2009
Skills
Retirement Planning, Fixed Annuities, IRAs, 401k, Life Insurance, Mutual Funds, Disability Insurance, Long Term Care Insurance, Employee Benefits, Roth IRA, Health Insurance, Small Business, Bonds, Strategic Financial..., Retirement, Financial Advisory, Long-term Care, Estate Planning, Financial Planning
Education
DeVry University-Georgia 1989 — 1991
Bachelor of Applied Science (BASc), Accounting
Medical Advanced Pain Specialists September 2009 - Present
Wells Fargo December 2007 - April 2008
Ameriprise Financial Services, Inc. 2005 - 2007
ElectroDiagnostics, Inc 1990 - 2002
GE Capital 1988 - 1990
Skills
Healthcare, Microsoft Word, Microsoft Office, Data Entry, Public Speaking, Clinical Research, Data Analysis, EMR, Business Analysis, Customer Service, Equities, Market Analysis, Time Management, Process Improvement, Training, Software Documentation, Business Process...
Education
Dominican University
Business Administration and Management, General
Elmhurst College
Bachelor of Arts (BA)
Normandale Community College
-Health IT Workflow Analysis & Change Management
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. February 2012 - December 2012
House of Sultania June 2003 - September 2012
Rainbow Chimes, Inc. April 2011 - January 2012
The Children's Center of UCP March 2011 - April 2011
South Huntington School District September 2010 - January 2011
The Children's Center of UCP July 2010 - August 2010
The Children's Center of UCP July 2009 - August 2009
Dowling College August 2008 - May 2009
Dowling College February 2008 - May 2008
Skills
Mathematics Education, Handmade Jewelry, Analytical Skills, Admissions, Microsoft Excel, Analytic Thinking, Administrative..., Client Service Oriented, Research, Entrepreneurship, Higher Education, Leadership, Stage Management, Client Services, Curriculum Design, Teaching, Mutual Funds, Mathematics, Eager To Learn, Highly Analytical, Multi Tasking, Punctual, Persistent, Hard Worker, Well Organised, Jewelry Making, Asset Allocation
Education
Dowling College 2007 — 2010
BA, Mathematics, Secondary Education
Walt Whitman High School 2004 — 2007
Ameriprise Financial Services, Inc. May 2012 - Present
Investment Centers of America December 2002 - May 2012
Education
Dickinson State University 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General, Graduated
United States Marine Corps 1974 — 1976
Honorable Discharge
Baker High School 1970 — 1974
Graduate
Annuity & Life Company October 2014 - Present
Prudential Financial January 2012 - December 2013
Pioneer Investments June 2012 - December 2012
Ameriprise Financial Services, Inc. July 2003 - December 2010
Travelers June 2002 - September 2003
American Skandia March 1998 - June 2002
Zurich Scudder Investments 1992 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Variable Annuities, Asset Allocation, Series 7, Retirement, Series 63, Series 6, Wealth Management, Alternative Investments, Investment Advisory, Hedge Funds, 401k, Financial Services, Securities, Investment Strategies, Financial Advisory, Insurance, Separately Managed...
Education
DePaul University
Bachelor's Degree, Finance
FINRA
Series 7,63, Life/Health
Transamerica Retirement Solutions January 2015 - Present
Ameriprise Financial Services, Inc. December 2007 - January 2015
Ameriprise Financial Services, Inc. January 2006 - December 2007
Edward Jones May 2005 - December 2005
Securian Financial Group May 2004 - August 2004
Smith Barney September 2003 - March 2004
Dairy Queen 1998 - 2003
Education
University of Minnesota, Carlson School of Management 2013 — 2017
Master of Business Administration (MBA)
Minnesota State University, Mankato 2009 — 2011
Certificate, Financial Planning
Drake University 2001 — 2005
Bachelors, Management/Marketing
Hopkins High School
Delaware Investments September 2014 - April 2015
PricewaterhouseCoopers LLP September 2013 - March 2014
Drexel University April 2013 - June 2013
Ameriprise Financial Services, Inc. June 2011 - September 2011
North Shore University Hospital June 2010 - September 2010
Skills
Investments, Portfolio Management, Financial Analysis, Finance, Microsoft Excel, Investment Advisory, Financial Modeling, Risk Management, Fundamental Analysis, Management, Statistics, Tax Accounting, Accounting, Wealth Management, Tax Preparation, Interpersonal Skill, Analytical Skills, Real Estate, Restaurants, Technical Analysis, Financial Regulation, Networking, Social Networking
Education
Drexel University
Herricks High School
Ameriprise Financial Services, Inc. December 2001 - Present
Securities America, Inc. Member FINRA/SIPC December 2000 - December 2001
Oppenheimer & Co. Inc. March 1999 - December 2000
Harvey C. Sacks Export Consulting, Inc. August 1982 - February 1999
Education
Vermont Law School 1974 — 1977
J.D., Law
Drexel University - College of Business and Administration 1967 — 1972
Bachelor of Science (BS), Marketing/Marketing Management, General
Silva & Associates January 2014 - Present
Ameriprise Financial Services, Inc. October 2011 - January 2014
United States Army Reserve June 2003 - June 2011
Skills
Customer Service, Outlook, Concur, Travel Arrangements, Administrative..., Calendaring, Microsoft Excel, Data Entry, Office Management, Office Administration
Education
DeVry University 2010 — 2013
Ameriprise Financial Services, Inc. November 2012 - Present
UBS Financial Services, Inc. March 2009 - November 2012
Education
Dominican College of Blauvelt 1978 — 1979
Bachelor of Arts (B.A.), History and Political Science
Ameriprise Financial Services, Inc. May 2013 - December 2013
Skills
Accounting, Microsoft Excel, QuickBooks, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, Financial Accounting, Accounts Payable
Education
DePaul University 2011 — 2014
Bachelor of Arts in Arabic Studies, Arabic Studies
The School of the Art Institute of Chicago 2009 — 2011
Painting and Drawing
Optum August 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2012
Ameriprise Financial Services, Inc. 2005 - 2008
American Express 2001 - 2005
American Express 1998 - 2001
American Express 1998 - 1998
American Express 1994 - 1997
American Express 1987 - 1994
Skills
Change Management, Leadership, IT Strategy, Partnerships, Vendor Management, Business Transformation, Program Management, Process Improvement, Strategy, SDLC, IT Management, IT Portfolio Management, Strategy & Planning, Information Technology, IT Portfolio, PMO, Integration, Governance, Risk Management, Mergers & Acquisitions, Management, Project Management, ERP, Business Strategy, Financial Services
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Strategic Management
Drake University
Bachelor of Business Administration (B.B.A.), Finance
Ameriprise Financial Services, Inc. September 2014 - Present
Half Hollow Hills Community Library May 2008 - Present
CompuFixx Mobile Computer Service March 2004 - Present
WISEITECH July 2015 - August 2015
Silver Platter LLC November 2011 - June 2013
Rockwell Global Capital February 2012 - September 2012
Skills
Computer Hardware, Troubleshooting, Windows, System Administration, Linux, Security, HTML, Mac, Problem Solving, Microsoft Office, Telecommunications, Operating Systems, XP, Team Leadership, Customer Relations, Active Directory, Administration, Customer Service, Excel, Cisco, Outlook, Teamwork, Economic Forecasting, Windows 7, Windows XP, Microsoft Excel
Education
Stony Brook University 2013 — 2016
Bachelor's degree, Economics, 3.51
Dongguk University 2015 — 2015
Summer Internship and Education Program, Economics, Korean
Ameriprise Financial Services, Inc. April 2015 - Present
OneAmerica July 2013 - April 2014
Ameriprise Financial Services, Inc. October 2012 - June 2013
Muir Orthopaedic Specialist July 2004 - November 2006
Pain & Rehabilitative Consultants Medical Group June 2004 - July 2005
Charles Schwab 1990 - 2001
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Salesforce.com, Research, Banking, Equities, Customer Service
Education
Diablo Valley College 2007 — 2009
Silicon Valley College 2002 — 2003
Certificate, Medical Coding
Presentation HighSchool 1975 — 1979
Ameriprise Financial Services, Inc. October 1993 - Present
Procter & Gamble October 1968 - October 1993
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Camden 1980 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Drexel University
Schneider National February 2014 - Present
Kelly Services June 2013 - February 2014
Ameriprise Financial Services, Inc. April 2008 - January 2010
TEKsystems May 2006 - September 2007
United States Marine Corps November 2001 - December 2005
Skills
Active Directory, Microsoft Office, Windows, Computer Hardware, Help Desk Support, Windows Vista, Access, Customer Service, Microsoft Exchange, JavaScript, C#, SQL, Adobe Acrobat, Remote Desktop, Objective-C, Object Oriented Design, Object Oriented Modeling, Xcode, Desktop Deployment, Data Wiring, VirtualBox, MySQL, Mac OS, OS Virtualization
Education
Team Treehouse 2012 — 2014
iOS Application Development
DeVry University 2010 — 2012
Computer Information Systems
LPL Financial July 2011 - Present
Ameriprise Financial Services, Inc. November 2005 - July 2011
Courtney Services, Inc. 2000 - 2005
Advanced Programming Resources, Inc. 1998 - 2005
Grierson-McCormick Commercial Real Estate 2000 - 2003
LCI International / Qwest Communications 1997 - 1998
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Financial Advisory, 401k, Wealth, Financial Planners, Securities, Series 7, Portfolio Management, Business Analysis, Investment Advisory, 401k Rollovers, Investment Strategies, Asset Allocation, IRAs, Wealth Accumulation, Alternative Investments, Saving for Education, Analysis, Uniform Combined State...
Education
The American College 2009 — 2013
Various Certifications and Endorsements, CFP(R), CRPC(R), ChFC(R), Pass
Denison University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. April 2009 - Present
UBS Financial Services 2000 - 2009
PaineWebber, Inc. 1986 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
MBA, Finance
Western Illinois University 1975 — 1979
BB, Finance
The University of Chicago Booth School of Business
CPWA®, Certified Private Wealth Advisor
Sammons Financial Group Member Companies March 2015 - Present
Sammons Financial Group Member Companies February 2012 - Present
Sammons Financial Group Member Companies March 2011 - February 2012
Sammons Financial Group Member Companies March 2007 - February 2011
ING 2003 - 2007
Ameriprise Financial Services, Inc. 2002 - 2003
Skills
Investments, Insurance, Financial Analysis, Business Analysis, Strategy, Analysis, Competitive Analysis, Competitive Intelligence, Competitive Insight, Fixed Annuities, Indexed Annuities, Sales, Sales Operations
Education
Drake University 1997 — 2002
Economics
American Advisory Services September 2014 - Present
USAA August 2013 - September 2014
Williams Financial Group June 2012 - April 2013
Ameriprise Financial Services, Inc. June 1999 - May 2012
Steptoe & Johnson LLP 2008 - 2010
American Express Financial Advisors June 1999 - April 2000
Skills
FINRA, Retirement Planning, Securities, Series 7, Investment Advisory, Estate Planning, Mutual Funds, Series 24, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Financial Advisory, Asset Managment, Equities, Asset Allocation, Portfolio Management, Investment Management, Fixed Income, Retirement, Wealth Management..., Trading, Series 65, Financial Planning, Insurance, Trading Systems, Finance, Bonds, 401k, IRAs, Alternative Investments, Risk Management, Wealth Management, ETFs, Hedge Funds, High Net Worth..., Series 6, Banking, Financial Planners, Options
Education
Saint Xavier University 2002 — 2005
MBA, Financial Planning
DePaul University 1989 — 1993
BS, Economics
New York University
Ameriprise Financial Services, Inc. December 2013 - Present
Ameriprise Financial Services, Inc. June 2008 - November 2013
Westside Youth Network, Inc. July 2000 - June 2008
Chicago Wolves June 1997 - June 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Marketing Management
DePaul University 1992 — 1996
B.S., Accounting
Ameriprise Financial Services, Inc. October 2008 - Present
Ameriprise Financial Services, Inc. July 2006 - October 2008
Nutmeg Securities, LLC 2006 - 2006
Knight Capital Markets, LLC. November 1997 - May 2004
Tradetech Securities, L.P. September 1995 - November 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
Pacifica Graduate Institute
Master of Arts (M.A.), Counseling Psychology
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. January 2009 - Present
Raymond James and Associates July 2006 - December 2008
Morgan Stanley April 2005 - July 2006
Robert W Baird and Company July 1994 - April 2005
Education
Duke University
Master's degree, English
Indiana University
Indiana state certification in Secondary School Administration
Villanova University
Bachelor's degree, English Language and Literature/Letters
Ameriprise Financial Services, Inc. July 1989 - Present
Education
DePaul University 1969 — 1971
Bachelor of Arts (BA), Literature
Thornton Junior College 1965 — 1967
Associate of Arts (AA)
Ameriprise Financial Services, Inc. May 2014 - Present
Park Chrysler Jeep June 2013 - May 2014
Athleta September 2013 - February 2014
Buffalo Tap May 2013 - September 2013
Einstein Bros Bagels January 2013 - May 2013
The Araca Group February 2013 - March 2013
Various Families September 2008 - December 2012
Skills
Customer Service, Marketing, Communication, Group Work, Leadership, Team Leadership, Writing, Multi Tasking, Organization, Time Management, Social Networking, Teamwork, Customer Satisfaction
Education
St. Catherine University 2014 — 2016
Bachelor's Degree, Marketing and Management with a Finance Minor
Normandale Community College 2012 — 2013
General Coursework
Minneapolis Community and Technical College 2012 — 2012
General Coursework
Drake University 2011 — 2012
Academy of Holy Angels 2007 — 2011
High School
Ameriprise Financial Services, Inc. December 2005 - Present
IBM December 2002 - December 2005
RennerBrown December 2000 - December 2002
Skills
Microsoft Office, Windows 7, Windows XP Pro, Citrix, Computer Hardware, Outlook, Desktop Support..., Communication Skills, Hardware Solutions, Microsoft Exchange, IT Security Best..., Desktop Application..., Problem Solving, Lotus Notes, Cisco VPN, Software Solutions, Remote User Support, Mac OS X, Video Conferencing, LAN-WAN, Wireless Networking, Mobile Devices, Disaster Recovery, Bloomberg Software, iPhone Support, Blackberry Enterprise..., Polycom Video..., Cisco IP Telephony..., Linux Desktop, Customer Satisfaction, Good for Enterprise, QuickBooks, SharePoint, MS Project, Technical Support, Remote Desktop, Technical Analysis, Enterprise Desktop..., New Technology..., Active Directory, Operating Systems, XP, SCCM, ServiceNow, Leadership, Blackberry, Windows XP, Vendor Management, Troubleshooting, Process Improvement
Education
Drexel University 2012 — 2015
Bachelor of Science (B.S.), Computing and Security Technology
Pace University 2010 — 2012
Computer and Information Sciences, General
Computer Learning Center 1999 — 2000
Network Engineering and Management, 4.0
North Arlington High School 1996 — 1997
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - Present
FSC Securities December 2007 - December 2009
ING October 2003 - October 2007
Raymond James Financial Inc. 2003 - 2003
Piper Jaffray 1991 - 2003
U.S. House of Representatives 1996 - 1996
1995 Spring Tour 1995 - 1995
Skills
Series 24, Investments, Finance, FINRA, Series 7, Variable Annuities, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Securities, Asset Allocation, Investment Advisory, Insurance
Education
Drake University 1999 — 2000
BA, Political Science
University of Iowa 1993 — 1999
Callanan JR High
Pi Square Capital, LLC Registered Investment Advisor 2010 - Present
Ameriprise Financial Services, Inc. 2008 - 2010
Merrill Lynch 2003 - 2008
Morgan Stanley 2001 - 2003
Remax Business 1996 - 2001
CIBC, And Bank Of Montreal 1985 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Investment Advisory, Investment Management, Retirement Planning, Bonds, ETFs, Emerging Markets
Education
Rajendra Prasad Institute of Communication & Management, Bombay 1982 — 1983
Post Graduate Diploma, Advertising and Marketing
Rajendra Prasad Institute of Communication & Management, Bombay 1980 — 1981
Post Graduate Diploma, Export-Import Management
University of Delhi 1979 — 1980
M.Com. Part 1, Finance, Marketing
University of Delhi 1975 — 1978
Bachelor of Commerce (B.Com.), Finance, Marketing
Moody's Investors Service November 2014 - Present
Moody's Investors Service March 2014 - September 2014
Solution Providers April 2013 - February 2014
Goldman Sachs June 2009 - August 2011
Goldman Sachs April 2007 - May 2009
Ameriprise Financial Services, Inc. July 2005 - November 2006
Education
Hult International Business School 2011 — 2012
MBA
DePaul University 2001 — 2005
BS, Economics & Finance
Ameriprise Financial Services, Inc. December 2011 - Present
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Investments, Financial Planning, Strategic Financial..., Saving for Education, Process Improvement, Uniform Combined State..., Trading, Securities, Series 63
Education
Drexel University 1982 — 1987
Bachelor of Science (BS), Marketing and Finance
Scranton Preparatory School 1978 — 1982
Ameriprise Financial Services, Inc. August 2001 - Present
Ameriprise 2001 - Present
Education
Northern Illinois University 1996 — 1999
B.S., Operations Management
Northern Illinois University 1996 — 1998
B.S., Business Management
DePaul University
USAFranceFinancials December 2011 - Present
PNC Investments April 2007 - April 2008
Ameriprise Financial Services, Inc. March 2004 - April 2007
Skills
French, English, International Business
Education
Drexel University 1988 — 1993
Business Administration
Lycee 1984 — 1988
Ameriprise Financial Services, Inc. April 2003 - Present
Education
Drake University 1973 — 1975
MBA, Business Management
University of Iowa 1966 — 1970
BA, Mathematical Sciences
Ameriprise Financial Services, Inc. June 1998 - Present
Corestates Bank September 1991 - February 1998
Education
Drexel University 1988 — 1993
Accounting and International Business
Ameriprise Financial Services, Inc. December 2008 - Present
Wachovia Securities Financial Network December 2004 - December 2008
American Express December 2003 - December 2004
UPS December 1992 - December 2003
Education
DeSales University 1988 — 2002
Bachelor of Business Administration (BBA), Finance, General
William Allen High School 1988 — 1992
Ameriprise Financial Services, Inc. February 2014 - Present
Mesirow Financial March 1998 - January 2014
Education
DePaul University
Biology, General
Feeding America October 2014 - Present
Feeding America March 2013 - October 2014
Pearson North America June 2011 - March 2013
Feeding America August 2009 - June 2011
Feeding America November 2008 - June 2009
Ameriprise Financial Services, Inc. June 2004 - August 2008
DePaul University January 2006 - June 2008
Playing 2 Win 4 Life Foundation for ALS Research 2002 - 2006
Skills
Marketing Communications, Newsletters, Blogging, Content Management, Non-profits, Public Speaking, Public Relations, Internal Communications, Event Planning, Writing, Editing, Microsoft Office, PowerPoint, Microsoft Word, Nonprofits, Strategic Communications, Web Content Management, Fundraising, Leadership, Digital Media, Strategy, Management, Project Management, Communication
Education
Northwestern University - Kellogg School of Management 2012 — 2016
Master of Business Administration (MBA), Innovation & Entrepreneurship, Management & Strategy, Social Enterprise
DePaul University 2005 — 2009
Bachelor of Arts (BA), Public Relations and Advertising, Business Administration
Ameriprise Financial Services, Inc. September 2011 - Present
Edward Jones January 2002 - September 2011
Education
Keller Graduate School of Management of DeVry University 1994 — 1998
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
DeVry University-Illinois 1983 — 1986
Bachelor of Science (BS), Electrical and Electronics Engineering
Ameriprise Financial Services, Inc. May 2006 - Present
Education
Dickinson College 1982 — 1986
Ameriprise Financial Services, Inc. June 1993 - Present
Education
Drake University 1989 — 1993
Business, Finance
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise January 2012 - January 2013
Ameriprise January 2011 - January 2012
AIG / VALIC April 2010 - December 2010
RiverSource Investments December 2002 - April 2010
RadioShack January 1994 - January 2002
Skills
Series 7, Investments, Mutual Funds, Asset Managment, Fixed Annuities
Education
Dickinson State University
Boehringer Ingelheim June 2013 - September 2013
University of CT Business School July 2011 - December 2012
Maxum Petroleum, Inc. April 2009 - January 2011
Sothebys September 2006 - January 2009
Mintz & Hoke Communications Group July 1988 - January 1992
Ameriprise Financial Services, Inc. January 1988 - June 1990
Salomon Brothers August 1986 - January 1988
Arthur Anderson & Co September 1983 - August 1986
Revlon July 1983 - July 1986
Skills
Analysis, Accounting, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Customer Service, Team Building, SAP, Forecasting, Public Speaking, Project Management, Nonprofits, Microsoft Word, Employee Relations, Excel, Word, Customer Relations, Business Planning, Teamwork, Change Management, Coaching, Non-profits, Writing, Fundraising, Problem Solving, English, Certified Fraud Examiner, Financial Audits, Internal Controls, Forensic Accounting, Financial Accounting, Finance, Auditing
Education
The University of Connecticut School of Business 2010 — 2013
MBA, Accounting and Business/Management
Drexel University - College of Business and Administration
BS, Accounting and Business/Management
Ameriprise Financial Services, Inc. February 1996 - Present
Motorola 1983 - 1996
Education
DePaul University 1988 — 1990
Masters, Business Administration - Finance
University of Illinois at Urbana-Champaign 1980 — 1983
Bachelors of Science, Electrical Engineering
Ameriprise Financial Services, Inc. 2009 - Present
Naperville Area Chamber of Commerce October 2007 - June 2009
john greene, Realtor 2003 - 2006
Education
DePaul University 1996 — 2000
Ameriprise Financial Services, Inc. September 2014 - August 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Investment Banking Institute October 2013 - June 2014
Skills
Finance, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Investments
Education
Dowling College 2011 — 2015
Bachelor's Degree, Accounting and Finance
Investment Banking Institute 2013 — 2013
Financial modeling, Investments and Securities
Ameriprise Financial Services, Inc. May 2008 - Present
Ameriprise Financial Services, Inc. 2007 - 2008
Ameriprise Financial Services, Inc. 2003 - 2007
Education
DePaul University 1999 — 2003
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. November 2012 - Present
Morgan Stanley Wealth Management July 2002 - December 2012
Bank of America, Merrill Lynch December 1991 - July 2002
Smith Barney 1988 - 1992
Deloitte 1983 - 1988
Education
Drexel University 1979 — 1984
Bachelor of Applied Science (BASc), Accounting and Finance
Knox Capital Group June 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - May 2014
Ameriprise Financial Services, Inc. July 2011 - September 2012
Skills
Small Business..., Small Business..., Retirement Plan..., Retirement Planning, Golf Equipment, Fishing, Financial Analysis, Investment Advisory, Asset Allocation, Series 7, Wealth Management, Mutual Funds, Public Speaking, Social Media, Team Building, Microsoft Excel, Leadership, Finance, Microsoft Office, Investments
Education
Utah Valley University 2010 — 2014
Bachelor of Science (BS), Personal Financial Planning
Dixie State College
UVU Teacher
Ameriprise Financial Services, Inc. May 2006 - Present
Skills
Actuarial Science, Fixed Annuities, Life Insurance, Retirement, Insurance, Variable Annuities, VBA, Financial Modeling, Valuation
Education
Drake University 2003 — 2007
BSBA, Actuarial Science, Math
Ameriprise Financial Services, Inc. 2011 - Present
Minneapolis Regional Chamber of Commerce June 2010 - October 2011
Logisolve 2011 - 2011
Carlson Companies January 2004 - October 2009
Carlson Companies April 2003 - January 2004
State Farm Insurance January 1999 - April 2003
State Farm Insurance October 1995 - January 1999
State Farm Insurance March 1992 - October 1995
State Farm Insurance June 1988 - March 1992
Skills
Public Relations, Community Relations, Marketing Communications, Diversity Strategy, Diversity Training, Marketing, Issues Management, Public Policy, Event Management, Government Relations, Community Development, Non-profits, Corporate Social..., Volunteer Management, Media Relations, Project Management, Fundraising, Press Releases, Leadership, Philanthropy, Strategic Partnerships
Education
University of St. Thomas - Opus College of Business 2010 — 2010
Mini MBA
University of St. Thomas - Opus College of Business
Mini Masters of Project Management
Doane College 1984 — 1988
BS, Business w/Marketing emphasis
Ameriprise Financial Services, Inc. November 1999 - Present
Britsh Petroleum-Amoco P.l.c. June 1997 - May 1999
Amoco Polymers/Amoco Chemical Company September 1990 - May 1997
US Army May 1982 - December 1990
Education
The American College 2004 — 2009
CFP®, ChFC®, Financial Planning and Services
Webster University 1985 — 1988
MA, Business Management
Drexel University 1982 — 1984
MS, Chemical Engineering
Worcester Polytechnic Institute 1978 — 1982
BS, Chemical Engineering
Deutsche Bank November 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2014
MetLife January 2009 - June 2011
Maxim Group September 2006 - December 2008
All Island Janitorial Supply November 2004 - September 2006
Brokerage America October 2002 - October 2004
Knight Trading Group January 1997 - January 2002
Fulcrum Global Partners 2002 - 2002
Knight Trading Group January 1997 - January 1999
TD Waterhouse January 1995 - January 1997
Skills
Trading, Equity Trading, Series 7, Series 63, Bloomberg, Securities, Investments, Finance, Financial Risk, Back Office, Mutual Funds, Equities, FINRA, Financial Services, Hedge Funds, Trading Systems, Series 24, Financial Markets, Options, Bonds, Electronic Trading, Settlement, Asset Management, Portfolio Management, ETFs, Fixed Income, Capital Markets, Derivatives, Asset Allocation, Technical Analysis
Education
Dowling College 1987 — 1991
Bachelor, Business Administration; Finance
Ameriprise Financial Services, Inc. May 2015 - Present
Raymond James Financial Inc. March 2011 - February 2015
Education
DePaul University 2000 — 2004
Bachelor's degree, Marketing
Parmley Communications 2012 - Present
Life Time - The Healthy Way of Life Company 2010 - 2012
Life Time - The Healthy Way of Life Company 2009 - 2010
Life Time - The Healthy Way of Life Company 2008 - 2009
Parmley Communications 2004 - 2008
Ameriprise Financial Services, Inc. 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Triad Marketing Agency 1998 - 2000
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Strategic Planning, Product Marketing, Online Advertising, Interactive Marketing, Interactive Projects, Interactive..., Marketing, Sales, User Experience, Email Marketing, Integrated Marketing, Brand Development, Leadership, Management
Education
Drake University 1995 — 1998
Bachelor of Arts (B.A.), Journalism, English
Ameriprise Financial Services, Inc. October 1997 - Present
US Army June 1977 - September 1997
Education
Duke University 1985 — 1987
MA, History
United States Military Academy at West Point 1973 — 1977
BS, General Engineering
Ameriprise Financial Services, Inc. March 2011 - Present
UBS Financial Services October 2007 - March 2011
Education
Dominican University 1992 — 1994
MBA, Finance & International Business
Dominican University 1987 — 1991
BA, Marketing
Ameriprise Financial Services, Inc. Vice PresidentIntellectual Capital GroupAugust 2008 - Present
Ameriprise Financial Services, Inc. October 2002 - May 2011
Education
Drew University 1998 — 2002
Bachelors of Art, Economics and Finance
Target August 2014 - Present
Target November 2012 - August 2014
Ameriprise Financial Services, Inc. May 2011 - November 2012
Ameriprise Financial Services, Inc. January 2010 - May 2011
Ameriprise Financial Services, Inc. June 2008 - January 2010
Ameriprise Financial Services, Inc. June 2007 - June 2008
The Toro Company June 2006 - September 2006
Baker Tilly Virchow Krause, LLP June 2005 - June 2006
Education
University of Saint Thomas - School of Business 2005 — 2007
MBA, Finance & Marketing
Drake University 2000 — 2005
BSBA, Accounting/Management
Law Office of James D. Adkins and Associates July 2013 - Present
CareerBuilder.com September 2005 - Present
Southland Financial Services, Inc. May 2001 - September 2005
Ameriprise Financial Services, Inc. December 1999 - May 2001
Western & Southern Financial Group 1998 - 2001
Fort Washington Investment Advisors October 1999 - December 1999
Capital Analysts Incorporated September 1998 - October 1999
Western & Southern Financial Group 1995 - 1998
Evirite Corporation 1991 - 1994
Skills
Talent Management, Sales, Business Development, Recruiting, Account Management, Finance, Recruitment Advertising, Leadership, Talent Acquisition, Contract Negotiation, Insurance, Business Strategy, Internet Recruiting, Negotiation, Marketing, Consulting, Management, Corporate Law, Business, Benefits Negotiation, Human Resources, Strategy, Business Planning, Corporate Finance, Business Analysis, Building Relationships, Corporate Social..., Interviews, Sales Process, Real Estate, Corporate Governance, Staffing Services, Compliance, Corporate Structure, Civil Litigation, Litigation, Landlord Tenant Disputes, Landlord-Tenant..., Breach Of Contract, Family Law, Criminal Defense..., Personal Injury..., Visitation Rights, Divorce Law, Real Estate Transactions, Legal Research, Legal Writing, Legal Advice, LexisNexis, Westlaw
Education
Dominican University 2008 — 2013
MBA, Master of Business Administration, Business
The John Marshall Law School 2008 — 2012
JD, Juris Doctor, Law
The American College 1998 — 2001
LUTCF, CLU, ChFC, Financial Planning; Insurance, investments
Saint Xavier University 1990 — 1994
BA, Business Administration/Marketing
Moraine Valley Community College 1984 — 1987
AS, Chemistry
Flagship Harbor Advisors, LLC March 2014 - Present
Bird Street Community Center September 2010 - Present
Ameriprise Financial Services, Inc. September 2002 - March 2014
Ameriprise Financial 2006 - 2008
The Partnership, Inc. 2005 - 2005
Travelers 1999 - 2002
CIGNA Property and Casualty 1997 - 1999
Education
Drexel University 1994 — 1997
BSBA, FInance
Cornwall College 1983 — 1990
HS, Business
SagePoint Financial March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
New England Securities July 2010 - March 2012
Ameriprise Financial Services, Inc. May 2005 - July 2010
Citicorp Investment Services May 2004 - May 2005
American Express Financial Advisors May 2002 - May 2004
Skills
Retirement, Securities, Retirement Planning, Wealth Management, Employee Benefits, Series 7, Wealth, Estate Planning, Personal Finance, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, International Business, Entrepreneurship
Illinois State University 1983 — 1987
BA, Communications, English
IFX Forum, Inc. 1998 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Thrivent Financial for Lutherans 2008 - 2009
Genesis10 2007 - 2009
American Express Financial Advisors 1998 - 2007
Group1 Software, TriSense Software June 1998 - July 2003
Open Systems, Inc 1981 - 1988
Skills
Enterprise Architecture, Architecture, Data Warehousing, Project Management, Data Modeling, Application Architecture, Business Analysis, SDLC, IT Strategy, Integration, Software Development, Requirements Analysis, Agile Methodologies, Database Design, Program Management, Software Project..., Process Improvement
Education
Diablo Valley College 1977 — 1978
Michigan Technological University 1970 — 1971
Mathematics
Ameriprise Financial Services, Inc. associated franchisee November 2002 - Present
Ameriprise Financial Services, Inc. August 2000 - November 2002
Buck Consultants 1998 - 2000
Towers Perrin 1996 - 1998
Wilmington Savings Fund Society 1995 - 1996
AAA Mid-Atlantic, Inc. 1994 - 1995
Edgcomb Metals 1990 - 1994
Education
University of Michigan 1987 — 1989
B.A.
Drexel University 1985 — 1987
UnitedHealth Group June 2015 - August 2015
Ameriprise Financial Services, Inc. April 2008 - September 2014
Olive Garden February 2011 - August 2014
Education
Drake University 2012 — 2016
Bachelor's Degree, Actuarial Science and Finance, 4th Year
Notre Dame de la Baie Academy 2008 — 2012
High School Diploma
C&R Tam Tax Services January 2009 - Present
Quirky Daily February 2015 - May 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
California Scholarship Federation August 2013 - May 2014
Skills
Mac OS, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Copying, Fax, Microsoft Excel, Desktop Computers, WordPress, Finance, Event Planning
Education
DePaul University 2014 — 2018
Communication, General, GPA: 3.933
El Camino High School 2010 — 2014
High School
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. 2007 - Present
SECU April 2004 - April 2007
Hank Haney Golf Ranch 2003 - 2004
Jim McLean Golf Schools May 2002 - August 2002
Education
Duke University 2006 — 2006
Executive Certificate in Financial Planning, Financial Planning and Services
Methodist University 1999 — 2003
BS, Business Administration
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. September 2008 - February 2010
Wells Fargo 2005 - 2008
Wells Fargo 2002 - 2005
Diversified Financial Concepts 2000 - 2002
Skills
Strategic Consulting, Team Leadership, Thought Leadership, Sales Process, Building Effective...
Education
Winona State University 1998 — 2000
Bachelor's degree, Marketing
Drake University 1996 — 1998
Accenture 2012 - 2014
Zenith Insurance Company January 2011 - May 2012
Towers Watson June 2009 - December 2010
Endurance June 2008 - August 2008
Aviva USA January 2008 - May 2008
Ameriprise Financial Services, Inc. May 2007 - December 2007
Education
Drake University
Bachelor of Science in Business Administration, Actuarial Science, Dean's List
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - Present
Drury University 2008 - Present
Drury University June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Event Planning, Facebook, Data Analysis, Teamwork
Education
Drury University 2008 — 2015
Master of Business Administration (MBA), Finance, General
D. Smith Law Firm, P.L. November 2013 - Present
Hilley & Wyant-Cortez, P.A. March 2011 - January 2015
Ameriprise Financial Services, Inc. March 2010 - March 2011
US Bank 2009 - 2010
Bank of America July 2004 - August 2006
Skills
Litigation, Legal Research, Civil Litigation, Commercial Litigation, Courts, Corporate Law, Appeals, Mediation, Westlaw, Legal Assistance, Legal Advice, Legal Writing, Hearings, Trials, Estate Planning, Legal Issues, Finance, Leadership, Contract Negotiation
Education
Drake University Law School 2006 — 2009
Doctor of Law (J.D.)
University of Florida 2000 — 2004
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. April 2014 - Present
MUST Ministries December 2011 - September 2013
Living Hope Church/Open Arms CCDC January 2001 - November 2011
Bank of America April 1989 - December 2000
Skills
Account Management, Customer Service, Sales, Financial Services, Management, CRM, Salesforce.com, Banking, Relationship Management, New Business Development, Business Development, Sales Management, Investments, Business Analysis, Insurance, Project Management, Marketing, Strategic Planning, Process Improvement, Marketing Strategy
Education
Duke University
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - January 2015
MassMutual Financial Group November 2012 - October 2013
S.A.F.E. Management at Ford Field October 2012 - January 2013
Skills
Microsoft Excel, Financial Analysis, Strategic Planning, Accounting, Financial Reporting, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Community Outreach, Access, Budgets, Training, Event Planning, Strategy, Leadership, Finance, Analysis, Microsoft Word, Teamwork, Social Media, Financial Services
Education
Dillard University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Finance; Accounting, 3.78 Magna Cum Laude
Ameriprise Financial Services, Inc. September 2013 - Present
TD Ameritrade August 2013 - October 2013
Ameriprise Financial February 2011 - November 2011
Pioneer Golf, Inc. June 2010 - February 2011
Wolf Financial Management LLC March 2008 - July 2009
Wolf Financial Management LLC December 2005 - March 2008
Skills
Social Media, Facebook, Writing, Copywriting, Blogging, Marketing Communications, SEO, Event Planning, Editing, Series 7, Series 63, Retirement Planning, Retirement Plan..., 401k, IRAs, Investment Advisory, Compliance, FINRA, Administrative..., Office Administration, Secretarial Skills, Office Management, Customer Service, Sales, CRM, Management, Securities, Investments, Financial Planning, Insurance, Leadership, Finance
Education
DePaul University
Ameriprise Financial Services, Inc. November 2011 - Present
Boy Scouts of America 2014 - 2015
Boy Scouts of America 2014 - 2015
Edward Jones October 1999 - November 2011
Imation Europe B.V. July 1996 - July 1999
3M Company 1981 - 1996
Education
DePaul University 1985 — 1987
Masters of Business Administration, Finance
Illinois Institute of Technology 1977 — 1981
Bachelor of Science, Economics
St. Ignatius College Prep 1974 — 1977
Diploma, General curriculum
St. Columbanus School
St. Columbanus School
Nonprofit Connect August 2013 - Present
Springfield Regional Arts Council February 2007 - August 2013
Ameriprise Financial Services, Inc. July 2006 - February 2007
Skills
Arts Administration, QuickBooks, Finance, Bookkeeping, Financial Statements, Operating Budgets, Human Resources, Payroll, W2/1099 Preparation, Grant Administration, Membership Relations, Managing Database, Website Updating, Proofreading, Close Attention to..., Executive Support, Budgets, Management, Grants, Nonprofits, Event Planning, Community Outreach, Volunteer Management, Microsoft Office
Education
The University of Kansas 2015 — 2017
Master’s Degree, Accounting
Missouri State University 2007 — 2008
Go Lead Certification, Professional Development for Nonprofit Sector
Drury University 2002 — 2006
Bachelor of Arts (BA), Arts Administration
Turner Reid Duncan Loomer May 2015 - Present
Drury University August 2012 - Present
U.S. Senator Roy Blunt May 2015 - June 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Twin Oaks Country Club May 2012 - October 2012
Skills
Economics, Personal Finance, Client Presentation, Research, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Event Planning, Teamwork, Social Networking, Time Management, Customer Service, Leadership, Management, Higher Education, Marketing
Education
Drury University 2012 — 2016
Ameriprise Financial Services, Inc. August 2009 - Present
Education
DePaul University
Business
Elgin Community College
Associate’s Degree, Business and Accounting
Weichert, Realtors May 2015 - Present
Care For U Plus May 2008 - Present
Ameriprise Financial Services, Inc. May 2000 - February 2008
Skills
Financial Analysis, Accounting, Financial Advisory, Financial Modeling, Financial Planning, Financial Reporting, Forecasting, Investments, Management, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Investment Strategies, Marketing Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2011
Master of Business Administration (MBA), Accounting and Finance
Drexel University 1994 — 1999
BS, Finance, General
Drake University Office of Development November 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - November 2012
The Tack, Buena Vista University March 2008 - May 2011
Nine to Five Magazine January 2010 - April 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Outlook, Microsoft Word, Social Media, Customer Service, Administrative..., Research, Public Speaking, Social Networking
Education
Drake University 2013 — 2015
Master of Public Administration (M.P.A.), Executive Development
Buena Vista University 2007 — 2011
Bachelor's degree, Communication and Media Studies
MUFG in the Americas September 2015 - Present
Capco February 2013 - September 2015
Capco September 2012 - February 2013
Capco March 2012 - August 2012
Ameriprise Financial Services, Inc. November 2011 - February 2012
Ameriprise Financial Services, Inc. November 2011 - February 2012
Chiron Partners LLC May 2010 - August 2010
JRS Shares & Stock Brokers Pvt. Ltd June 2009 - July 2009
Office of Campus and Residential Life August 2007 - May 2009
Skills
PowerPoint, SQL Server, MS Project, Capital IQ, Excel, Word, SPSS, Microsoft Excel, Economics, Microsoft Word, Fraud Detection, Online Fraud, Market Research, Leadership, Capital Markets, Program Management, Finance, Banking, Due Diligence, Investment Banking, Business Analysis
Education
Denison University 2007 — 2011
Bachelor of Arts, Economics and Communication
H.R College of Commerce and Economics 2005 — 2007
BA, Economics
Amulakh High School 2000 — 2005
High School
MassMutual Financial Group January 2015 - Present
LearnVest, Inc. August 2013 - December 2014
USAA August 2010 - July 2013
Foothill Securities, Inc. May 2005 - August 2010
Ameriprise Financial Services, Inc. April 2004 - April 2005
Education
University of Northern Iowa 1988 — 1992
Bachelor of Arts (B.A.)
DeVry Institute of Technology
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - November 2014
Ameriprise Financial Services, Inc. May 2011 - May 2012
IQ Marketing January 2011 - May 2011
Merrill Lynch August 2009 - January 2011
TempForce October 2008 - August 2009
American Family Insurance December 2005 - April 2008
Skills
Fixed Income, Mutual Funds, Series 7, Series 63, Options, Equities, Portfolio Management, Trading, Project Management, Equity Trading, Analysis, Wealth Management, Training, Asset Management, Leadership, Customer Service, Retirement, Asset Managment, Unit Investment Trusts, Arbitration, Broker-Dealer Compliance
Education
DePaul University 2004 — 2008
BA, Communications; Non-Profit Management
Ameriprise Financial Services, Inc. April 2015 - Present
Faegre Baker Daniels LLP January 2010 - April 2015
Meredith September 2009 - December 2009
Faegre & Benson LLP May 2008 - July 2008
Blackwell Sanders May 2007 - August 2007
American Judicature Society May 2002 - August 2002
Skills
Corporate Governance, Mergers & Acquisitions, SEC filings, Corporate Law, Securities Regulation, Capital Markets, Venture Capital, Securities
Education
University of Iowa College of Law 2006 — 2009
Juris Doctorate
Drake University 2002 — 2006
Bachelor of Science in Business Administration & Bachelor of Science, Finance & Law, Politics, and Society
MXM (Meredith Xcelerated Marketing) January 2014 - Present
DICE March 2013 - January 2014
Ameriprise Financial Services, Inc. August 2012 - February 2013
Ameriprise Financial Services, Inc. June 2009 - August 2012
Ameriprise Financial Services, Inc. June 2008 - June 2009
Skills
Data Analysis, Financial Analysis, Series 7, Series 63, Personal Financial..., Microsoft Office, Morningstar, SOX Compliancy, Invoicing, Financial Modeling, Banking, Mutual Funds, Portfolio Management
Education
Drake University 2013 — 2015
Master of Business Administration (MBA), Finance
University of Iowa 2005 — 2008
Bachelor of Arts (BA), Business
Union Bank September 2013 - Present
Bank of America July 2012 - September 2013
Ameriprise Financial Services, Inc. June 2010 - July 2012
Bank of America January 2004 - June 2010
HCA January 2004 - January 2006
Dell January 2003 - December 2004
Independent Consultant January 2001 - January 2003
TEKsystems January 1999 - January 2001
Skills
Relationship Management, Vendor Management, Six Sigma, Program Management, Project Portfolio..., Project Management, Strategy, SDLC, Service Delivery, Governance, Process Improvement, Business Development, Leadership, Change Management, Information Technology, IT Service Management, Management, IT Strategy
Education
DeVry University
B.S., Telecommunication Management
Resolution Media June 2011 - Present
BP July 2010 - June 2011
Navigant Consulting, Inc. August 2007 - July 2009
Illini Media May 2006 - December 2006
University of Illinois August 2005 - December 2006
Ameriprise Financial Services, Inc. May 2006 - August 2006
First Trust Portfolios May 2005 - August 2005
Skills
Microsoft Office, Analysis, Excel, Customer Relations, PowerPoint, Word, Budgeting, Social Media, Insurance, Accounting, Customer Service, Microsoft Excel, Sales, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Masters, General Business
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Business Administration; Finance and Marketing
Ameriprise Financial Services, Inc. December 2012 - Present
Columbia Management (Ameriprise Financial Group) May 2011 - December 2012
Ameriprise Financial Services, Inc. July 2009 - May 2011
Piper Jaffray February 2007 - February 2009
Federal Home Loan Bank May 2006 - January 2007
Principal International (Principal Financial Group) September 2002 - May 2006
Skills
Financial Modeling, Bloomberg, Asset Managment, Investments, Fixed Income
Education
University of Minnesota - Carlson School of Management 2010 — 2014
MBA
Drake University 2000 — 2004
Accounting/Finance, Accounting/International Business
Ameriprise Financial Services, Inc. January 2013 - Present
Stifel Nicolaus 1993 - January 2013
Education
DePauw University
BA, English, Minor Business Administration
St Louis Country Day School
Ameriprise Financial Services, Inc. 1991 - Present
Deere Credit Services 1987 - 1991
West Des Moines State Bank 1985 - 1987
Education
Upper Iowa University 1990 — 1992
B.A., Marketing & Management
Des Moines Area Community College 1987 — 1990
A.A., Finance
Ameriprise Financial Services, Inc. 1990 - Present
Drexel Burnham Lambert 1986 - 1990
Education
DePaul University
MBA
DePaul University
BA
Tata Consultancy Services January 2014 - Present
Capgemini Consulting July 2010 - July 2013
The Cheesecake Factory June 2009 - August 2009
Edison Schools March 2007 - June 2008
Giuliani Capital Advisors October 2006 - February 2007
Credit Suisse July 2004 - June 2006
Ameriprise Financial Services, Inc. September 2003 - May 2004
Colegio Bilingue New Horizons August 2001 - June 2002
Duke University Technical Services 1999 - 2001
Skills
Strategy, Corporate Development, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Financial Modeling, Valuation, Financial Analysis, Strategic Planning, Corporate Finance, Analysis, Organizational Design, Business Transformation, Management Consulting, Finance, Investment Banking, M&A experience, Venture Capital, Business Development, Project Management, Mergers, DCF, Change Management, Consulting, Commercial Due Diligence, Teaching, Chartered Financial..., Start-up Consulting, Global Strategy..., Emerging Markets, Coaching, Microsoft Excel, PowerPoint, Financial Statements, Growth Strategies, Thought Leadership, Pricing, Smart Cities
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance and Strategy
Duke University 1997 — 2001
B.S., Economics
Westlake High School 1993 — 1997
Deloitte January 2015 - Present
Northern Trust Asset Management September 2014 - January 2015
Northern Trust Asset Management July 2011 - September 2014
Northern Trust Global Investments December 2009 - July 2011
Northern Trust Global Investments February 2007 - December 2009
Addison Group December 2006 - February 2007
BP March 2006 - February 2007
Ameriprise Financial Services, Inc. August 2006 - October 2006
Merrill Lynch November 2005 - January 2006
Skills
Asset Management, Equities, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Derivatives, Alternative Investments, Investment Management, Corporate Actions, ETFs, Series 7, Bloomberg Terminal, Account Reconciliation, Securities, Settlement, Financial Markets, Finance, Emerging Markets, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Finance (MSF), Finance, General, 3.70
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Investment Management and Operations Management, 3.98
University of Illinois at Chicago 2002 — 2006
BS, Management and Finance
2016 Level III Candidate in the CFA Program
Passed Level I and II of the CFA Program
Independence Blue Cross April 2011 - Present
Kelly Anderson & Associates, Inc. February 2008 - June 2010
Ameriprise Financial Services, Inc. December 2004 - January 2008
Ann Taylor Loft November 2003 - December 2004
Cross County Connection June 2003 - September 2003
Borough of Medford Lakes September 1996 - March 2003
International Visitors Council March 2001 - September 2001
Education
Villanova University 2010 — 2013
MBA candidate
Drexel University 1999 — 2003
Cum Laude Bachelor of Science, International Relations with a minor in Economics
Webster University 2002 — 2002
International Relations
Lynchburg College 1998 — 1999
Business
Shawnee High School
Ameriprise Financial Services, Inc. August 2015 - Present
WBI Investments - NY Metro December 2013 - May 2015
WBI Investments December 2012 - December 2013
Blackrock July 2010 - November 2012
BlackRock July 2007 - July 2010
Skills
Mutual Funds, Asset Allocation, Investments, Alternative Investments, Series 7, Fixed Income, Asset Managment, Equities, Uniform Combined State..., Asset Management, Investment Strategies, Portfolio Management, Securities, Wealth Management
Education
Drew University 2002 — 2006
Bachelor of Arts (BA), Ecomomics & Business Management
Christian Brothers Academy 1998 — 2002
Ameriprise Financial Services, Inc. July 2005 - Present
Education
DePaul University 2002 — 2004
Covenant FP May 2015 - Present
Principal Financial Group May 2015 - Present
Waddell & Reed October 2014 - May 2015
Ameriprise Financial Services, Inc. July 2012 - October 2014
One Hope Center/Hope Cafe's April 2008 - October 2012
Skills
Public Speaking, Investments, Marketing, Nonprofits, Strategic Planning, Social Media, Leadership Development, Leadership, Team Building, Financial Advisory, Financial Planning, 401(K), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Contiuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Series 7 and Series 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Drew University
Doctorate, Theology
Irmo High School
Southeastern Baptist Theological Seminary
MDiv
University of South Carolina-Columbia
BA, Government and International Studies and Marketing
GF Parish Group July 2012 - Present
Entropy Solutions, Inc. June 2014 - August 2015
FrontRow October 2011 - July 2012
Calypso Systems February 2005 - October 2011
Focus Enhancements 2004 - 2005
Visual Circuits 1997 - 2004
Parish Data Strategies April 1992 - November 1996
Ameriprise Financial Services, Inc. January 1990 - March 1992
Education
New York University 1982 — 1987
Masters and Ph.D., Experimental Psychology, Cognitive Science
Dickinson College 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Uhcl June 2013 - Present
University of Houston-Clear Lake 1991 - 2013
Ameriprise Financial Services, Inc. 2009 - 2011
Skills
Instructional Design, Public Speaking, Leadership Development, Coaching, Teaching, Staff Development, Higher Education, Strategic Planning, Event Management, Teacher Training, Adult Education, Community Outreach, Event Planning, Training, Curriculum Development, Nonprofits, Curriculum Design, Student Affairs, Student Development
Education
Duke University 1964 — 1976
Bachelor's degree, History
Duke University
Masters, Education: Curriculum and Instruction
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. December 2011 - April 2013
Ameriprise Financial Services, Inc. 1999 - December 2011
US GYPSUM 1979 - 1989
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign 1971 — 1977
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney April 2004 - May 2009
UBS 2001 - 2004
Education
DePaul University College of Law 1994 — 1997
JD, Law
University of Missouri-Columbia 1990 — 1994
BA, Theater
Niles North 1987 — 1990
Diploma, High School
NiSource June 2015 - Present
NiSource January 2013 - Present
NetJets February 2011 - January 2013
Parms & Company July 2009 - February 2011
The Racquet Club of Columbus August 2007 - July 2008
Ameriprise Financial Services, Inc. October 2006 - July 2007
Education
The Ohio State University Fisher College of Business 2008 — 2009
Denison University 2002 — 2006
BA, Economics
New York Life Investments November 2012 - Present
New York Life/Mainstay Investments February 2009 - October 2012
Ameriprise Financial Services, Inc. June 2006 - February 2009
Education
Drew University 2002 — 2006
Economics
Retired and enjoying time to pursue personal interests and family April 2011 - Present
Qatargas Operating Company February 2006 - February 2011
Qatargas February 2006 - February 2011
Ameriprise Financial Services, Inc. 2003 - 2005
Amoco 1975 - 2003
BP Amoco 1975 - 2003
GUPCO 1989 - 1995
Skills
Financial Reporting, Financial Analysis, Reconciliation, Internal Controls, Financial Planning, Account Reconciliation, Strategic Financial..., Management, Sarbanes-Oxley Act, Project Accounting, Accounting, Financial Accounting, General Ledger, Cost Accounting, Managerial Finance, Auditing, Consolidation, SAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
MBA, Finance
University of Louisiana at Lafayette 1967 — 1972
B. Sc., Accounting
Robert W. Baird November 2008 - Present
Ameriprise Financial Services, Inc. September 2006 - November 2008
Edward Jones May 2004 - September 2006
Education
Northern Illinois University - College of Business 2000 — 2004
Bachelor of Science (BS), Finance
DePaul University
Ameriprise Financial Services, Inc. March 2009 - Present
AstraZeneca 1997 - 2009
Education
Drexel University - College of Business and Administration
Pennsylvania State University
University of Delaware
Northern Trust June 2013 - Present
Northern Trust Securities, Inc. July 2011 - June 2013
Northern Trust Securities, Inc. May 2009 - July 2011
Northern Trust Securities, Inc. January 2008 - May 2009
Ameriprise Financial Services, Inc. June 2007 - December 2007
Anthony Rodriguez Attorney At Law September 2005 - June 2007
Skills
Estate Planning, Financial Services, Retirement Planning, Securities, Wealth Management, Personal Financial..., Investment Strategies, Insurance, Due Diligence, Financial Analysis, Microsoft Office, Series 7, Series 66, Uniform Combined State...
Education
University of Wisconsin Law School 2002 — 2005
J.D., Law
DePaul University 2000 — 2002
B.S., Finance
College of Financial Planning 2012 — 2012
CFP certificate
University of Phoenix 2007 — 2009
MBA, Business
Chevron February 2014 - Present
Shell Oil Products US September 2013 - February 2014
Ameriprise Financial Services, Inc. December 2012 - September 2013
Education
Diablo Valley College
AS Health Science and AS Natural Science, Health/Health Care Administration/Management, 3.2
Ameriprise Financial Services, Inc. 2006 - Present
Minnesota Department of Health 2004 - 2006
University of Miami 2001 - 2002
University of Minnesota 1996 - 2001
Skills
Business Continuity, Business Continuity..., Program Management, Strategic Planning, Vendor Management, Vendor Contracts, Risk Assessment, Risk Management, Pandemic Planning, Project Management, Project Planning, Emergency Management, Public Health, Research, Public Health Emergency..., Crisis Management, Disaster Recovery, Disaster Response, Business Impact Analysis, Business Process
Education
Florida Atlantic University 2001 — 2003
MPA, Public Administration
Drake University 1993 — 1994
BA, Psychology, Political Science
Ameriprise Financial Services, Inc. September 1988 - Present
Education
Delta State University 1978 — 1982
Ameriprise Financial Services, Inc. June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Financial Analysis, Public Speaking, Outlook, Social Media, Data Analysis, Investments, Accounting, Insurance, Actuarial Science, Risk Management, Financial Modeling
Education
Drake University 2008 — 2012
BSBA, Actuarial Science
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial, Inc. March 2014 - April 2015
Deloitte Consulting LLP October 2012 - February 2014
NTT Data Corporation February 2011 - September 2012
Keane Inc January 2009 - January 2011
Keane Inc August 2004 - December 2008
Keane India Pvt. LTd November 2003 - July 2004
Skills
IT Strategy, Project Governance, Business Process..., SDLC, CRM, Investments, Domain Names, PMP, Integration, Business Analysis, Solution Architecture, Management, ERP, Agile Methodologies, Project Management
Education
Nagpur University
Master in Computers, Computer Science
Devi Ahilya Vishwavidyalaya
Bachelor's degree, Computer Science
St. Josephs School, Shaktinagar
English, Maths, Science
BMO Harris Financial Advisors April 2015 - Present
J.P. Morgan November 2013 - Present
JPMorgan Securities February 2008 - November 2013
Ameriprise Financial Services, Inc. August 2005 - March 2007
Enterprise Rent-A-Car June 2002 - November 2004
Skills
Training, Management, Series 7, Risk Management, Equities, Mutual Funds, Securities, Financial Services, Sales, Account Management, Performance Management, Investments, Fixed Income, Team Building, Customer Service, Insurance, Coaching, Series 63, Banking, Finance
Education
Drake University 1998 — 2002
Bachelor of Science (B.S.), Business Management and Marketing
Ameriprise Financial Services, Inc. April 2012 - Present
Hadlin Accounting Services April 2004 - Present
Telcordia Technologies June 1998 - 2005
Education
Drexel University - College of Business and Administration 2001 — 2003
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Bachelor of Arts (B.A.), Computer Science
cherry hill east
Merrill Edge October 2013 - Present
Repko, Kuter, and Daye - An Ameriprise Financial Advisory Practice April 2013 - Present
Morris Road Capital, JR Capital, Inc October 2009 - March 2013
Retirement Planning Specialists, LLC July 2008 - July 2009
Ameriprise Financial Services, Inc. July 2007 - July 2008
Relative Capital, LLC September 2004 - December 2006
Write Capital Management, Mortimer Securities, AJ & ME Securities March 1993 - August 2004
Skills
Investments, Investment Strategies, Equity Derivatives, Equity Trading, Financial Markets, Investment Advisory, Alternative Investments, Equities, Investment Management, Portfolio Management, Asset Allocation, Securities, Wealth Management, Derivatives
Education
Drexel University 1986 — 1991
Bachelor of Science (BS), Finance and Economics
Drexel University
Bachelor's degree, Finance and Economics
Ameriprise Financial Services, Inc. April 2013 - Present
Kuntz & Sons Construction January 1990 - March 2013
Basin Electric Power Cooperative January 2006 - July 2012
Education
Dickinson State University
Bachelor of Science (BS), Business Administration and Human Resources
BMO Harris Financial Advisors LLC January 2015 - Present
J.P. Morgan Securities, LLC October 2010 - January 2015
Genworth April 2008 - October 2010
Fifth Third Securities September 2006 - April 2008
Ameriprise Financial Services, Inc. July 2003 - September 2006
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance
DeVry University
Bachelor of Science in Technical Management, Computer Information Systems