Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Benjamin Pirie Benjamin Pirie Portland, Oregon Area Details
Benjamin Pirie's Ameriprise Financial Services, Inc. Experience July 2007 - May 2008
Job Owner at Folium Law Group
Industry Judiciary
Experience
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

Eliot Kairys Eliot Kairys Greater Denver Area Details
Eliot Kairys's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present
Ameriprise Financial Services, Inc.   March 2008 - March 2011

Education
Denison University   2003 — 2007
B.A., Economics

Megan Winkelmann Megan Winkelmann West Des Moines, Iowa Details
Megan Winkelmann's Ameriprise Financial Services, Inc. Experience March 2011 - September 2012
Job Administrative Assistant at Ameriprise Financial
Industry Financial Services
Experience
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

Kevin Koney, CFP®, CRPC®, CMFC ® Kevin Koney, CFP®, CRPC®, CMFC ® Greater Chicago Area Details
Kevin Koney, CFP®, CRPC®, CMFC ®'s Ameriprise Financial Services, Inc. Experience June 2008 - Present
Job Financial Advisor with Koney Wealth Advisors, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2008 - Present

Education
DePaul University   2000 — 2004
Bachelor's degree, Accounting and Finance

Providence Catholic High School   1996 — 2000

Sheron Nelson Banks Sheron Nelson Banks Greater Atlanta Area Details
Sheron Nelson Banks's Ameriprise Financial Services, Inc. Experience June 2000 - March 2009
Job Nelson Banks Financial (an authorized repesentative of Tarkenton Financial)
Industry Financial Services
Experience
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

Carole Meyer Carole Meyer Greater Minneapolis-St. Paul Area Details
Carole Meyer's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Medical Advanced Pain Specialists
Industry Medical Practice
Experience
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

Sultania Houppert Sultania Houppert Huntington Station, New York Details
Sultania Houppert's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Steve Pinnow Steve Pinnow Minot, North Dakota Details
Steve Pinnow's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ellen Peters Ellen Peters Sacramento, California Area Details
Ellen Peters's Ameriprise Financial Services, Inc. Experience July 2003 - December 2010
Job Divisional Sales Director Annuity & Life
Industry Financial Services
Experience
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

Michael Lewis, CFP®, CRPC® Michael Lewis, CFP®, CRPC® Greater Minneapolis-St. Paul Area Details
Michael Lewis, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2007 - January 2015
Job Manager PRS at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Calvin Thomas Calvin Thomas Greater New York City Area Details
Calvin Thomas's Ameriprise Financial Services, Inc. Experience June 2011 - September 2011
Job Investment Analyst at Blackrock
Industry Investment Management
Experience
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

Harvey C. Sacks, J.D. Harvey C. Sacks, J.D. Greater Philadelphia Area Details
Harvey C. Sacks, J.D.'s Ameriprise Financial Services, Inc. Experience December 2001 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lindsay Carrasquillo Lindsay Carrasquillo Tampa, Florida Details
Lindsay Carrasquillo's Ameriprise Financial Services, Inc. Experience October 2011 - January 2014
Job Client Services Coordinator at Silva & Associates
Industry Financial Services
Experience
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

Mark Taylor Mark Taylor San Francisco Bay Area Details
Mark Taylor's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Laura Fulljames Laura Fulljames Chicago, Illinois Details
Laura Fulljames's Ameriprise Financial Services, Inc. Experience May 2013 - December 2013
Job Arabic > English Translator and Editor, Business & Literature
Industry Translation and Localization
Experience
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

Leslie Bodell Leslie Bodell Minneapolis, Minnesota Details
Leslie Bodell's Ameriprise Financial Services, Inc. Experience 2009 - 2012
Job Versatile Business & IT Executive | Change Leader
Industry Financial Services
Experience
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

Christian E. Escudero Christian E. Escudero Greater New York City Area Details
Christian E. Escudero's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Network Engineer at Half Hollow Hills Community Library
Industry Computer Networking
Experience
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

Michelle Ottoboni Michelle Ottoboni San Francisco Bay Area Details
Michelle Ottoboni's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Capital Markets
Experience
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

Derek Rearden Derek Rearden Greater Philadelphia Area Details
Derek Rearden's Ameriprise Financial Services, Inc. Experience October 1993 - Present
Job Financial Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Wayne Patnode Wayne Patnode Green Bay, Wisconsin Details
Wayne Patnode's Ameriprise Financial Services, Inc. Experience April 2008 - January 2010
Job Learning and Development Administrator at Schneider National
Industry Information Technology and Services
Experience
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

Douglas Heagren, CFP®, CRPC®, APMA(sm) Douglas Heagren, CFP®, CRPC®, APMA(sm) Greater Minneapolis-St. Paul Area Details
Douglas Heagren, CFP®, CRPC®, APMA(sm)'s Ameriprise Financial Services, Inc. Experience November 2005 - July 2011
Job Certified Financial Planner(TM) practitioner; LPL Financial Advisor
Industry Financial Services
Experience
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

C. Michael Reninger, CFP® CPWA® APMA℠ C. Michael Reninger, CFP® CPWA® APMA℠ Greater Chicago Area Details
C. Michael Reninger, CFP® CPWA® APMA℠'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Samuel Richeson Samuel Richeson West Des Moines, Iowa Details
Samuel Richeson's Ameriprise Financial Services, Inc. Experience 2002 - 2003
Job Director, Market and Competitive Intelligence at Sammons Financial Group
Industry Insurance
Experience
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

Lisa Randall-Haag CFP, CRPC, MBA Lisa Randall-Haag CFP, CRPC, MBA San Antonio, Texas Details
Lisa Randall-Haag CFP, CRPC, MBA's Ameriprise Financial Services, Inc. Experience June 1999 - May 2012
Job EVP, financial services consulting
Industry Financial Services
Experience
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

Christopher Shriver, MBA, CRPC® Christopher Shriver, MBA, CRPC® Greater Chicago Area Details
Christopher Shriver, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Associate Financial Advisor with Koney Wealth Advisors, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kathleen Marie Kelly, CFP® Kathleen Marie Kelly, CFP® Chicago, Illinois Details
Kathleen Marie Kelly, CFP®'s Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Barbara T Black Barbara T Black West Palm Beach, Florida Area Details
Barbara T Black's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Ken Youga Ken Youga United States Details
Ken Youga's Ameriprise Financial Services, Inc. Experience July 1989 - Present
Job Registered Representative at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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)

Emily Warner Emily Warner Greater Minneapolis-St. Paul Area Details
Emily Warner's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Field Service Professional at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
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

Paul Polkowski Paul Polkowski Greater Minneapolis-St. Paul Area Details
Paul Polkowski's Ameriprise Financial Services, Inc. Experience December 2005 - Present
Job Accomplished Executive Support Professional ✔ Lead Tech Analyst ✔ Corporate IT Solutions Expert ✔ Outdoor Enthusiast
Industry Financial Services
Experience
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

David Westlund David Westlund Greater Minneapolis-St. Paul Area Details
David Westlund's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Shan Kumar Shan Kumar Kirkland, Washington Details
Shan Kumar's Ameriprise Financial Services, Inc. Experience 2008 - 2010
Job Principal Portfolio Manager
Industry Financial Services
Experience
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

Valairat (Debbie) Luksacheer Valairat (Debbie) Luksacheer New York, New York Details
Valairat (Debbie) Luksacheer's Ameriprise Financial Services, Inc. Experience July 2005 - November 2006
Job Relationship Management at Moody's Investors Service
Industry Financial Services
Experience
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

Thaddeus Kenny Thaddeus Kenny Clarks Summit, Pennsylvania Details
Thaddeus Kenny's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present

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

Aaron Feinblatt Aaron Feinblatt Greater Chicago Area Details
Aaron Feinblatt's Ameriprise Financial Services, Inc. Experience August 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Eric Manjikoff Eric Manjikoff Greater Philadelphia Area Details
Eric Manjikoff's Ameriprise Financial Services, Inc. Experience March 2004 - April 2007
Job Junior Partner with USAFrance Financials, ✔ Improve the lifestyle of French in the USA
Industry Financial Services
Experience
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

James Franquemont James Franquemont Little Rock, Arkansas Area Details
James Franquemont's Ameriprise Financial Services, Inc. Experience April 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2003 - Present

Education
Drake University   1973 — 1975
MBA, Business Management

University of Iowa   1966 — 1970
BA, Mathematical Sciences

David Berkebile David Berkebile Mechanicsburg, Pennsylvania Details
David Berkebile's Ameriprise Financial Services, Inc. Experience June 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1998 - Present
Corestates Bank  September 1991 - February 1998

Education
Drexel University   1988 — 1993
Accounting and International Business

Richard Gerhart, CFP® Richard Gerhart, CFP® Breinigsville, Pennsylvania Details
Richard Gerhart, CFP®'s Ameriprise Financial Services, Inc. Experience December 2008 - Present
Job Financial Advisor, Gerhart & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Christine Pall Christine Pall Greater Chicago Area Details
Christine Pall's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Vice President Investment Advisory at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
Mesirow Financial  March 1998 - January 2014

Education
DePaul University
Biology, General

Emily Basten Emily Basten Greater Chicago Area Details
Emily Basten's Ameriprise Financial Services, Inc. Experience June 2004 - August 2008
Job Program Development Manager at Feeding America | MBA Candidate at Kellogg School of Management
Industry Public Relations and Communications
Experience
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

Joey Lovgren Joey Lovgren Stillman Valley, Illinois Details
Joey Lovgren'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
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

Gary Michael Pawliczek Gary Michael Pawliczek Greater Philadelphia Area Details
Gary Michael Pawliczek's Ameriprise Financial Services, Inc. Experience May 2006 - Present
Job Financial Advisor Associate Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   May 2006 - Present

Education
Dickinson College   1982 — 1986

Todd Johnson, CFP Todd Johnson, CFP Greater Minneapolis-St. Paul Area Details
Todd Johnson, CFP's Ameriprise Financial Services, Inc. Experience June 1993 - Present
Job Private Wealth Advisor, Provision Financial Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1993 - Present

Education
Drake University   1989 — 1993
Business, Finance

Don Townsend, CRPC® Don Townsend, CRPC® Greater Minneapolis-St. Paul Area Details
Don Townsend, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Managed Account Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Madeline Gadaleta-Fazio Madeline Gadaleta-Fazio Greater New York City Area Details
Madeline Gadaleta-Fazio's Ameriprise Financial Services, Inc. Experience January 1988 - June 1990
Job MBA, CFE
Industry Financial Services
Experience
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

David Ellstrom, CFP, ChFC, CLU, CRPC David Ellstrom, CFP, ChFC, CLU, CRPC Greater Chicago Area Details
David Ellstrom, CFP, ChFC, CLU, CRPC's Ameriprise Financial Services, Inc. Experience February 1996 - Present
Job Private Wealth Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Kristin Francis Kristin Francis Greater Chicago Area Details
Kristin Francis's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Business Development Manager, Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
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

Joseph P. Kazlau Joseph P. Kazlau Greater New York City Area Details
Joseph P. Kazlau's Ameriprise Financial Services, Inc. Experience September 2014 - August 2015
Job Financial Services
Industry Financial Services
Experience
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

Christopher Jasper, CFP® Christopher Jasper, CFP® Barrington, Illinois Details
Christopher Jasper, CFP®'s Ameriprise Financial Services, Inc. Experience May 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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.)

John Zangari John Zangari Tampa, Florida Details
John Zangari's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kellen Leavitt Kellen Leavitt Draper, Utah Details
Kellen Leavitt's Ameriprise Financial Services, Inc. Experience May 2013 - May 2014
Job Advisor, Knox Capital Group
Industry Financial Services
Experience
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

Adam Meyer, FSA Adam Meyer, FSA Minneapolis, Minnesota Details
Adam Meyer, FSA's Ameriprise Financial Services, Inc. Experience May 2006 - Present
Job Senior Staff Actuary at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

TONY TOLLIVER TONY TOLLIVER Greater Minneapolis-St. Paul Area Details
TONY TOLLIVER's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Diversity & Inclusion
Industry Human Resources
Experience
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

Brandt Bonin Brandt Bonin Evans, Georgia Details
Brandt Bonin's Ameriprise Financial Services, Inc. Experience November 1999 - Present
Job Financial Advisor Kingdom Advisor(SM) CFP®, ChFC®
Industry Financial Services
Experience
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

James Cestone James Cestone Greater New York City Area Details
James Cestone's Ameriprise Financial Services, Inc. Experience June 2011 - November 2014
Job Sales Assistant at Deutsche Bank
Industry Financial Services
Experience
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

Dan Schreiner Dan Schreiner Greater Chicago Area Details
Dan Schreiner's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Raymond James Financial Inc.  March 2011 - February 2015

Education
DePaul University   2000 — 2004
Bachelor's degree, Marketing

Christina Parmley Christina Parmley Greater Minneapolis-St. Paul Area Details
Christina Parmley's Ameriprise Financial Services, Inc. Experience 2002 - 2004
Job Marketing Director
Industry Marketing and Advertising
Experience
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

Doug Scalard Doug Scalard Overland Park, Kansas Details
Doug Scalard's Ameriprise Financial Services, Inc. Experience October 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Michael D. Ruggiero, MBA Michael D. Ruggiero, MBA Greater Chicago Area Details
Michael D. Ruggiero, MBA's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

James Costabile James Costabile Greater New York City Area Details
James Costabile's Ameriprise Financial Services, Inc. Experience Vice PresidentIntellectual Capital GroupAugust 2008 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Allison (Burchill) McLaughlin Allison (Burchill) McLaughlin Greater Minneapolis-St. Paul Area Details
Allison (Burchill) McLaughlin's Ameriprise Financial Services, Inc. Experience May 2011 - November 2012
Job Lead Financial Analyst
Industry Retail
Experience
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

Rick Karner Rick Karner Greater Chicago Area Details
Rick Karner's Ameriprise Financial Services, Inc. Experience December 1999 - May 2001
Job Attorney at Law
Industry Law Practice
Experience
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

Dwayne Hall, CFP® Dwayne Hall, CFP® Greater Boston Area Details
Dwayne Hall, CFP®'s Ameriprise Financial Services, Inc. Experience September 2002 - March 2014
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
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

Daniel Sigman, MBA, CFP® Daniel Sigman, MBA, CFP® Greater Chicago Area Details
Daniel Sigman, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience May 2005 - July 2010
Job Financial Advisor at Focus Retirement Group, Inc.
Industry Financial Services
Experience
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

Rich Urban Rich Urban Greater Minneapolis-St. Paul Area Details
Rich Urban's Ameriprise Financial Services, Inc. Experience April 2011 - October 2012
Job IT Consulting Professional and President, IFX Forum, Inc.
Industry Computer Software
Experience
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

Kenneth Segal Kenneth Segal Greater Philadelphia Area Details
Kenneth Segal's Ameriprise Financial Services, Inc. Experience August 2000 - November 2002
Job
Industry Financial Services
Experience
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

Zachary Diestler Zachary Diestler Des Moines, Iowa Details
Zachary Diestler's Ameriprise Financial Services, Inc. Experience April 2008 - September 2014
Job Student at Drake University
Industry Higher Education
Experience
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

Isabella Tam Isabella Tam South San Francisco, California Details
Isabella Tam's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Student at DePaul University
Industry
Experience
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

Ben Graff, CFP® Ben Graff, CFP® Raleigh-Durham, North Carolina Area Details
Ben Graff, CFP®'s Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Advisor, Vice President, CFP®, APMA® at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jill Gutzmer Jill Gutzmer Minneapolis, Minnesota Details
Jill Gutzmer's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Senior Regional Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Cadence Moo Cadence Moo Greater Los Angeles Area Details
Cadence Moo's Ameriprise Financial Services, Inc. Experience May 2007 - December 2007
Job
Industry Management Consulting
Experience
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

Kyle Borneman Kyle Borneman Springfield, Missouri Details
Kyle Borneman's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Investment Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Anton Smith Anton Smith West Palm Beach, Florida Details
Anton Smith's Ameriprise Financial Services, Inc. Experience March 2010 - March 2011
Job Attorney
Industry Law Practice
Experience
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

Ann Ogburn Ann Ogburn Atlanta, Georgia Details
Ann Ogburn's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Client Service Manager at Hill, Wilder & Assoc. (a financial advisory practice of Ameriprise Financial Services, Inc.)
Industry Financial Services
Experience
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.)

Arianna McArthur Arianna McArthur Minneapolis, Minnesota Details
Arianna McArthur's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Financial Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Elba Diaz Patzelt Elba Diaz Patzelt Austin, Texas Details
Elba Diaz Patzelt's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Planning Specialist at Goldman Picker and Associates an Ameriprise Financial Services franchise advisor
Industry Financial Services
Experience
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

Seymour Loving, CFP® Seymour Loving, CFP® Greater Minneapolis-St. Paul Area Details
Seymour Loving, CFP®'s Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Amanda Rehani Amanda Rehani Kansas City, Missouri Area Details
Amanda Rehani's Ameriprise Financial Services, Inc. Experience July 2006 - February 2007
Job Office Manager at Nonprofit Connect
Industry Nonprofit Organization Management
Experience
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

Alec Porter Alec Porter Springfield, Missouri Details
Alec Porter's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Undergraduate student at Drury University
Industry Legal Services
Experience
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

Sherri Crowe Sherri Crowe Greater Chicago Area Details
Sherri Crowe's Ameriprise Financial Services, Inc. Experience August 2009 - Present
Job Associate Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2009 - Present

Education
DePaul University
Business

Elgin Community College
Associate’s Degree, Business and Accounting

Dmitry Dombrovsky, MBA Dmitry Dombrovsky, MBA Cherry Hill, New Jersey Details
Dmitry Dombrovsky, MBA's Ameriprise Financial Services, Inc. Experience May 2000 - February 2008
Job Real Estate Agent at Weichert, Realtors
Industry Health, Wellness and Fitness
Experience
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

Christine DeWall Christine DeWall Des Moines, Iowa Details
Christine DeWall's Ameriprise Financial Services, Inc. Experience November 2011 - November 2012
Job Administrative Assistant at Drake University
Industry Higher Education
Experience
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

Manan Dani Manan Dani New York, New York Details
Manan Dani's Ameriprise Financial Services, Inc. Experience November 2011 - February 2012
Job Consultant at Capco
Industry Financial Services
Experience
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

David Murphy, CFP® David Murphy, CFP® Phoenix, Arizona Details
David Murphy, CFP®'s Ameriprise Financial Services, Inc. Experience April 2004 - April 2005
Job Regional Sales Consultant at MassMutual Financial Group
Industry Financial Services
Experience
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.)

Courtney L. Cotter Courtney L. Cotter Greater Minneapolis-St. Paul Area Details
Courtney L. Cotter's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Senior Business Unit Compliance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jim DeBuse Jim DeBuse Greater Minneapolis-St. Paul Area Details
Jim DeBuse's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Counsel at Ameriprise Financial
Industry Law Practice
Experience
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

Matthew Nedved Matthew Nedved Des Moines, Iowa Area Details
Matthew Nedved's Ameriprise Financial Services, Inc. Experience August 2012 - February 2013
Job Business Manager at Meredith Xcelerated Marketing
Industry Marketing and Advertising
Experience
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

Brian Halfacre Brian Halfacre Greater Chicago Area Details
Brian Halfacre's Ameriprise Financial Services, Inc. Experience June 2010 - July 2012
Job Vice President ITSM Operations Process Owner at Union Bank
Industry Financial Services
Experience
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

Scott Krauss Scott Krauss Greater Chicago Area Details
Scott Krauss's Ameriprise Financial Services, Inc. Experience May 2006 - August 2006
Job Media Reconciliation Specialist at Resolution Media
Industry Financial Services
Experience
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

Shannon Rinehart, CFA Shannon Rinehart, CFA Greater Minneapolis-St. Paul Area Details
Shannon Rinehart, CFA's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Director Finance LFO at Ameriprise Financial Services, Inc.
Industry Banking
Experience
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

Curt Ittner Curt Ittner Greater St. Louis Area Details
Curt Ittner's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advisor / Vice President
Industry Financial Services
Experience
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

Kristy Barzen Kristy Barzen Des Moines, Iowa Area Details
Kristy Barzen's Ameriprise Financial Services, Inc. Experience 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

William Kearns CFP®, CLU®, MBA William Kearns CFP®, CLU®, MBA Greater Chicago Area Details
William Kearns CFP®, CLU®, MBA's Ameriprise Financial Services, Inc. Experience 1990 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1990 - Present
Drexel Burnham Lambert  1986 - 1990

Education
DePaul University
MBA

DePaul University
BA

Mark Schwartzman, CFA Mark Schwartzman, CFA Greater Los Angeles Area Details
Mark Schwartzman, CFA's Ameriprise Financial Services, Inc. Experience September 2003 - May 2004
Job Strategy and Corporate Development Manager at TCS
Industry Information Technology and Services
Experience
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

Richard Zander Richard Zander Greater Chicago Area Details
Richard Zander's Ameriprise Financial Services, Inc. Experience August 2006 - October 2006
Job Management Consultant
Industry Financial Services
Experience
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

Aimee Schaar Aimee Schaar Greater Philadelphia Area Details
Aimee Schaar's Ameriprise Financial Services, Inc. Experience December 2004 - January 2008
Job Associate Underwriter at Independence Blue Cross
Industry Insurance
Experience
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

Derek Swanner Derek Swanner Greater New York City Area Details
Derek Swanner's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Regional Vice President Wealth Management Consultant Mid Atlantic North
Industry Financial Services
Experience
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

Krzysztof Piekarski Krzysztof Piekarski Greater Chicago Area Details
Krzysztof Piekarski's Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Franchise Owner/ Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2005 - Present

Education
DePaul University   2002 — 2004

Jasper (Jack) Watson Jasper (Jack) Watson Raleigh, North Carolina Details
Jasper (Jack) Watson's Ameriprise Financial Services, Inc. Experience July 2012 - October 2014
Job President at Covenant FP
Industry Financial Services
Experience
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

David H. Parish David H. Parish Greater Minneapolis-St. Paul Area Details
David H. Parish's Ameriprise Financial Services, Inc. Experience January 1990 - March 1992
Job Vice President, GF Parish Group
Industry Investment Management
Experience
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

Anne Coppenhaver Anne Coppenhaver Houston, Texas Area Details
Anne Coppenhaver's Ameriprise Financial Services, Inc. Experience 2009 - 2011
Job Retired at UHCL
Industry Higher Education
Experience
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

Stephanie A. Weidner Stephanie A. Weidner Greater Chicago Area Details
Stephanie A. Weidner's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Associate Franchise Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Aaron Kurasch Aaron Kurasch Phoenix, Arizona Area Details
Aaron Kurasch's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
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

Eric Messick Eric Messick Columbus, Ohio Area Details
Eric Messick's Ameriprise Financial Services, Inc. Experience October 2006 - July 2007
Job Lead Financial Analyst Consolidation
Industry Accounting
Experience
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

Brett Reeder, CFA Brett Reeder, CFA Greater New York City Area Details
Brett Reeder, CFA's Ameriprise Financial Services, Inc. Experience June 2006 - February 2009
Job Associate at New York Life Investment Management Private Placements
Industry Financial Services
Experience
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

John Pierrel John Pierrel Houston, Texas Area Details
John Pierrel's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Experienced Finance and Control Executive
Industry Oil & Energy
Experience
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

Jonathon Bowker Jonathon Bowker Greater Chicago Area Details
Jonathon Bowker's Ameriprise Financial Services, Inc. Experience September 2006 - November 2008
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
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

Matt Hoey, MBA, CPA Matt Hoey, MBA, CPA Glen Mills, Pennsylvania Details
Matt Hoey, MBA, CPA'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
AstraZeneca  1997 - 2009

Education
Drexel University - College of Business and Administration

Pennsylvania State University

University of Delaware

Anthony Rodriguez, JD, CFP® Anthony Rodriguez, JD, CFP® Greater Chicago Area Details
Anthony Rodriguez, JD, CFP®'s Ameriprise Financial Services, Inc. Experience June 2007 - December 2007
Job Second Vice President, Financial Consultant at Northern Trust
Industry Financial Services
Experience
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

Jeannine Watling Jeannine Watling San Francisco Bay Area Details
Jeannine Watling's Ameriprise Financial Services, Inc. Experience December 2012 - September 2013
Job Health & Medical
Industry Oil & Energy
Experience
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

Scott Mulert Scott Mulert Greater Minneapolis-St. Paul Area Details
Scott Mulert's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Senior Manager, Business Continuity Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

James Shamoun James Shamoun Greater Memphis Area Details
James Shamoun's Ameriprise Financial Services, Inc. Experience September 1988 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1988 - Present

Education
Delta State University   1978 — 1982

Alex Fish Alex Fish Minneapolis, Minnesota Details
Alex Fish's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Senior Actuarial Analyst at Ameriprise Financial, Inc.
Industry Financial Services
Experience
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

Amit Mishra, PMP Amit Mishra, PMP Greater Minneapolis-St. Paul Area Details
Amit Mishra, PMP's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Program Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
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

Jenny Bures Jenny Bures Greater Chicago Area Details
Jenny Bures's Ameriprise Financial Services, Inc. Experience August 2005 - March 2007
Job Compliance Specialist at BMO Harris Financial Advisors
Industry Financial Services
Experience
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

Eric Kodish Eric Kodish Moorestown, New Jersey Details
Eric Kodish's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Thomas Damasco, CFA Thomas Damasco, CFA Flourtown, Pennsylvania Details
Thomas Damasco, CFA's Ameriprise Financial Services, Inc. Experience July 2007 - July 2008
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
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

Norma Geiger Norma Geiger Bismarck, North Dakota Details
Norma Geiger's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Client Relationship Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Robert Lorenz Robert Lorenz Greater Chicago Area Details
Robert Lorenz's Ameriprise Financial Services, Inc. Experience July 2003 - September 2006
Job Financial Advisor at BMO Harris Financial Advisors LLC
Industry Financial Services
Experience
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

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