Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Brittney Van Fossan Brittney Van Fossan's Ameriprise Financial Services, Inc. Experience October 2002 - Present
Job Client Service Specialist at Ameriprise Financial
Industry Health, Wellness and Fitness
Experience
AdvoCare November 2011 - Present
Ameriprise Financial Services, Inc. October 2002 - Present
A.G. Edwards & Sons, Inc. July 1999 - October 2002
Skills
Customer Service, Marketing, Team Building, Social Media Marketing, Event Planning, Microsoft Office, Social Networking, Direct Sales, Advertising, Microsoft Excel, Facebook, Microsoft Word
Education
Lincoln Community High School 1995 — 1999
Heartland Community College
AdvoCare November 2011 - Present
Ameriprise Financial Services, Inc. October 2002 - Present
A.G. Edwards & Sons, Inc. July 1999 - October 2002
Skills
Customer Service, Marketing, Team Building, Social Media Marketing, Event Planning, Microsoft Office, Social Networking, Direct Sales, Advertising, Microsoft Excel, Facebook, Microsoft Word
Education
Lincoln Community High School 1995 — 1999
Heartland Community College
Cynthia Harvell Cynthia Harvell's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Sr. Adminstrative Assistant
Industry Executive Office
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
3M January 2014 - Present
UPS October 2013 - January 2014
Allina Health May 2007 - July 2012
Delphax Technologies September 2005 - January 2007
American Express December 1999 - May 2005
New York Life Insurance Company October 1998 - December 1999
Skills
Healthcare, Hospitals, Medical Terminology, Epic Systems, HIPAA, Healthcare Information..., Patient Safety, Clinical Research, Administrative..., Data Entry, Executive Support, Salesforce.com, Payment Card Processing, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Access Database, Kronos Timekeeping, Concur, Telephone Skills, SharePoint
Education
Academy College
Certification, Computer/Business
Herzing University-Minneapolis
Medical/Business Adminstration
Ameriprise Financial Services, Inc. September 2014 - Present
3M January 2014 - Present
UPS October 2013 - January 2014
Allina Health May 2007 - July 2012
Delphax Technologies September 2005 - January 2007
American Express December 1999 - May 2005
New York Life Insurance Company October 1998 - December 1999
Skills
Healthcare, Hospitals, Medical Terminology, Epic Systems, HIPAA, Healthcare Information..., Patient Safety, Clinical Research, Administrative..., Data Entry, Executive Support, Salesforce.com, Payment Card Processing, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Access Database, Kronos Timekeeping, Concur, Telephone Skills, SharePoint
Education
Academy College
Certification, Computer/Business
Herzing University-Minneapolis
Medical/Business Adminstration
Amanda (Mandy) Schueller Amanda (Mandy) Schueller's Ameriprise Financial Services, Inc. Experience March 2010 - April 2013
Job Digital Marketing at Ziegler CAT
Industry Financial Services
Experience
Ziegler CAT January 2015 - Present
Liberty Tax Service April 2013 - January 2015
Ameriprise Financial Services, Inc. March 2010 - April 2013
Ameriprise Financial Services, Inc. June 2009 - March 2010
Ameriprise Financial Services, Inc. July 2008 - March 2010
Ameriprise Financial Services, Inc. January 2009 - July 2009
Ameriprise Financial Services, Inc. July 2008 - January 2009
Cargill December 2007 - June 2008
Ameriprise Financial Services, Inc. June 2007 - August 2007
Polaroid October 2006 - April 2007
Skills
Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Integrated Marketing, Creative Direction, Competitive Analysis, Leadership, Digital Marketing, Advertising, Account Management, Email Marketing, Marketing Management, Lead Generation, Direct Marketing, Strategy
Education
Harvard University 2014 — 2014
Digital Marketing: Social Media and Online Strategies
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science, Business, Marketing
Ziegler CAT January 2015 - Present
Liberty Tax Service April 2013 - January 2015
Ameriprise Financial Services, Inc. March 2010 - April 2013
Ameriprise Financial Services, Inc. June 2009 - March 2010
Ameriprise Financial Services, Inc. July 2008 - March 2010
Ameriprise Financial Services, Inc. January 2009 - July 2009
Ameriprise Financial Services, Inc. July 2008 - January 2009
Cargill December 2007 - June 2008
Ameriprise Financial Services, Inc. June 2007 - August 2007
Polaroid October 2006 - April 2007
Skills
Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Integrated Marketing, Creative Direction, Competitive Analysis, Leadership, Digital Marketing, Advertising, Account Management, Email Marketing, Marketing Management, Lead Generation, Direct Marketing, Strategy
Education
Harvard University 2014 — 2014
Digital Marketing: Social Media and Online Strategies
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science, Business, Marketing
Lyndee Salo Lyndee Salo's Ameriprise Financial Services, Inc. Experience May 2010 - Present
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. December 2005 - May 2010
Ameriprise Financial Services, Inc. May 2004 - December 2005
American Express Financial Advisors August 2002 - May 2004
Buffalo Lake-Hector School District September 2001 - June 2002
Skills
Team Building, Retirement Planning, Public Speaking, Retirement, Investment Advisory, Coaching, Training, Microsoft Office, Series 24, Series 66, Leadership, Insurance, Series 63, Uniform Combined State..., Financial Planning, Mutual Funds, Financial Services, Investments, Series 7, Financial Advisory, Fixed Annuities
Education
Hamline University 2008 — 2010
MBA
University of Minnesota-Morris 1996 — 2001
History, Social Science, European History
Ameriprise Financial Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. December 2005 - May 2010
Ameriprise Financial Services, Inc. May 2004 - December 2005
American Express Financial Advisors August 2002 - May 2004
Buffalo Lake-Hector School District September 2001 - June 2002
Skills
Team Building, Retirement Planning, Public Speaking, Retirement, Investment Advisory, Coaching, Training, Microsoft Office, Series 24, Series 66, Leadership, Insurance, Series 63, Uniform Combined State..., Financial Planning, Mutual Funds, Financial Services, Investments, Series 7, Financial Advisory, Fixed Annuities
Education
Hamline University 2008 — 2010
MBA
University of Minnesota-Morris 1996 — 2001
History, Social Science, European History
Warren Ludford, MBA, CFP® Warren Ludford, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience September 1997 - July 2008
Job CERTIFIED FINANCIAL PLANNER(TM) at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2008 - Present
Ameriprise Financial Services, Inc. September 1997 - July 2008
Skills
Certified Financial..., Personal Financial..., Retirement Planning, Investment Management, Personal Tax Planning, Estate Planning, Wealth Management, Insurance, Financial Risk..., Financial Services, Financial Advisory, Securities, Small Business, Personal Finance, Financial Goals
Education
Heriot-Watt University 2000 — 2002
Master of Business Administration (MBA)
University of Minnesota-Twin Cities
Bachelor of Arts (BA), International Relations and Affairs
LPL Financial July 2008 - Present
Ameriprise Financial Services, Inc. September 1997 - July 2008
Skills
Certified Financial..., Personal Financial..., Retirement Planning, Investment Management, Personal Tax Planning, Estate Planning, Wealth Management, Insurance, Financial Risk..., Financial Services, Financial Advisory, Securities, Small Business, Personal Finance, Financial Goals
Education
Heriot-Watt University 2000 — 2002
Master of Business Administration (MBA)
University of Minnesota-Twin Cities
Bachelor of Arts (BA), International Relations and Affairs
Ken Handy Ken Handy's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Regional Vice President & Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
New England Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Retirement, Risk Management, Personalized Managed..., Talent Management, Financial Recruiting, Financial Analysis, Insurance Planning, Registered Investment..., Comprehensive Wealth..., Estate Planning, Exit Strategies, Business Succession, Wealth Preservation, Wealth Building, Financial Structuring, Leadership Development, Distribution Strategies, Pension Maximization
Education
University of Maryland College Park 1999 — 2001
Bachelor's of Arts, Economics
Harvard University 2014 — 2014
AXA Institute 2014
University of Pennsylvania - The Wharton School 2014 — 2014
Retirement Planning Specialist
Limestone College 1997 — 1999
Economics
South River High School 1993 — 1997
High School
AXA Advisors April 2011 - Present
New England Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Retirement, Risk Management, Personalized Managed..., Talent Management, Financial Recruiting, Financial Analysis, Insurance Planning, Registered Investment..., Comprehensive Wealth..., Estate Planning, Exit Strategies, Business Succession, Wealth Preservation, Wealth Building, Financial Structuring, Leadership Development, Distribution Strategies, Pension Maximization
Education
University of Maryland College Park 1999 — 2001
Bachelor's of Arts, Economics
Harvard University 2014 — 2014
AXA Institute 2014
University of Pennsylvania - The Wharton School 2014 — 2014
Retirement Planning Specialist
Limestone College 1997 — 1999
Economics
South River High School 1993 — 1997
High School
Eliot Searls's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Manager Recruiting & Practice Acquisitions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2013
Wells Fargo Home Mortgage 2009 - June 2011
Wells Fargo Financial 2008 - 2009
Skills
Finance, Credit, Mortgage Lending, Retirement Planning, Investments, Strategic Financial..., Loans, Wealth Management, Financial Analysis, Banking, Risk Management, Estate Planning, Financial Services, Insurance, Life Insurance, Research, Credit Analysis, Refinance, FHA, Recruiting, Sales, Loan Origination, VA loans, Public Speaking, Home Equity, Project Management, Series 7, Microsoft Office, Strategic Planning, Nonprofits
Education
Hampton University 2003 — 2008
Bachelor of Science (B.S.), Marine Sciences
Hampton University 2003 — 2008
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2013
Wells Fargo Home Mortgage 2009 - June 2011
Wells Fargo Financial 2008 - 2009
Skills
Finance, Credit, Mortgage Lending, Retirement Planning, Investments, Strategic Financial..., Loans, Wealth Management, Financial Analysis, Banking, Risk Management, Estate Planning, Financial Services, Insurance, Life Insurance, Research, Credit Analysis, Refinance, FHA, Recruiting, Sales, Loan Origination, VA loans, Public Speaking, Home Equity, Project Management, Series 7, Microsoft Office, Strategic Planning, Nonprofits
Education
Hampton University 2003 — 2008
Bachelor of Science (B.S.), Marine Sciences
Hampton University 2003 — 2008
Bachelor of Science (B.S.)
Lubos Taragel, CFA Lubos Taragel, CFA's Ameriprise Financial Services, Inc. Experience January 2006 - July 2007
Job Portfolio Manager, Vice President at Associated Bank
Industry Banking
Experience
Associated Bank September 2008 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - August 2008
Ameriprise Financial Services, Inc. January 2006 - July 2007
Skills
Portfolio Management, Credit Analysis, Credit, Credit Risk, Investments, Loans, Asset Managment, Investment Banking, Equities, Due Diligence, Commercial Banking, Underwriting, Analysis, Asset Allocation, Cash Flow, Banking, Financial Services, Commercial Lending, Retirement, Treasury Management
Education
Hamline University 2001 — 2005
Bachelor of Arts (B.A.), International Business
Chartered Financial Analyst Institute
Chartered Financial Analyst
Associated Bank September 2008 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - August 2008
Ameriprise Financial Services, Inc. January 2006 - July 2007
Skills
Portfolio Management, Credit Analysis, Credit, Credit Risk, Investments, Loans, Asset Managment, Investment Banking, Equities, Due Diligence, Commercial Banking, Underwriting, Analysis, Asset Allocation, Cash Flow, Banking, Financial Services, Commercial Lending, Retirement, Treasury Management
Education
Hamline University 2001 — 2005
Bachelor of Arts (B.A.), International Business
Chartered Financial Analyst Institute
Chartered Financial Analyst
Matthew Dickson Matthew Dickson's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Sr. Financial Advice Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Inc. November 2007 - January 2012
Ameriprise Financial Inc. June 2005 - November 2007
Wells Fargo Investments May 2004 - June 2005
Wells Fargo Bank July 2002 - May 2004
Skills
Strategic Financial..., Finance, Training, Sales, Analysis, Financial Advisory, Marketing Strategy, Asset Allocation, Retirement Planning, Financial Planners, Series 7, Wealth Management, Certified Financial..., Investments, Retirement, Mutual Funds, Investment Advisory, Uniform Combined State..., Investment Strategies, Fixed Annuities
Education
Hamline University 2012 — 2013
MBA, Business
Minnesota State University, Mankato 2010 — 2011
Certificate in Financial Planning, Financial Planning
University of Minnesota 1998 — 2000
Bachelor of Science, Applied Economics-Finance Management
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Inc. November 2007 - January 2012
Ameriprise Financial Inc. June 2005 - November 2007
Wells Fargo Investments May 2004 - June 2005
Wells Fargo Bank July 2002 - May 2004
Skills
Strategic Financial..., Finance, Training, Sales, Analysis, Financial Advisory, Marketing Strategy, Asset Allocation, Retirement Planning, Financial Planners, Series 7, Wealth Management, Certified Financial..., Investments, Retirement, Mutual Funds, Investment Advisory, Uniform Combined State..., Investment Strategies, Fixed Annuities
Education
Hamline University 2012 — 2013
MBA, Business
Minnesota State University, Mankato 2010 — 2011
Certificate in Financial Planning, Financial Planning
University of Minnesota 1998 — 2000
Bachelor of Science, Applied Economics-Finance Management
Daniel Hiebert's Ameriprise Financial Services, Inc. Experience April 2013 - June 2014
Job Senior Consultant at ActiFi
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - June 2014
Ameriprise Financial March 2011 - April 2013
Ameriprise Financial January 2007 - January 2011
Ameriprise Financial January 2003 - December 2006
American Express Financial Advisors, Mpls. Mn April 2002 - December 2002
American Express Financial Advisors July 1996 - April 2002
Skills
Retirement Planning, Series 7, Strategic Financial..., Series 63, Certified Financial..., Investments, Financial Advisory, Estate Planning, Wealth Management, Asset Allocation, Financial Planning..., Investment Strategies, Securities, Personal Finance, Financial Planners, Financial Goals, Management, Retirement, Investment Advisory, Finance, MSFS, Series 24
Education
The American College
Masters of Science, Financial Services
Hamline University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Highland Pk
Highland Pk
Ameriprise Financial Services, Inc. April 2013 - June 2014
Ameriprise Financial March 2011 - April 2013
Ameriprise Financial January 2007 - January 2011
Ameriprise Financial January 2003 - December 2006
American Express Financial Advisors, Mpls. Mn April 2002 - December 2002
American Express Financial Advisors July 1996 - April 2002
Skills
Retirement Planning, Series 7, Strategic Financial..., Series 63, Certified Financial..., Investments, Financial Advisory, Estate Planning, Wealth Management, Asset Allocation, Financial Planning..., Investment Strategies, Securities, Personal Finance, Financial Planners, Financial Goals, Management, Retirement, Investment Advisory, Finance, MSFS, Series 24
Education
The American College
Masters of Science, Financial Services
Hamline University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Highland Pk
Highland Pk
Ashley Gable Ashley Gable's Ameriprise Financial Services, Inc. Experience May 2015 - August 2015
Job Resident Assistant at High Point University
Industry
Experience
High Point University August 2015 - Present
American Eagle Outfitters May 2014 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
The Summit at Plantsville May 2013 - January 2015
Ameriprise Financial Services, Inc. June 2012 - January 2015
Skills
Leadership, Public Speaking, Customer Service, Graphic Design, Microsoft Excel, PowerPoint, Microsoft Word, InDesign, Photoshop, Photography, Event Planning, Microsoft Office, Social Media
Education
High Point University 2013 — 2017
Bachelor of Business Administration (B.S.B.A.) Candidate, Minor in Communications
High Point University August 2015 - Present
American Eagle Outfitters May 2014 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
The Summit at Plantsville May 2013 - January 2015
Ameriprise Financial Services, Inc. June 2012 - January 2015
Skills
Leadership, Public Speaking, Customer Service, Graphic Design, Microsoft Excel, PowerPoint, Microsoft Word, InDesign, Photoshop, Photography, Event Planning, Microsoft Office, Social Media
Education
High Point University 2013 — 2017
Bachelor of Business Administration (B.S.B.A.) Candidate, Minor in Communications
Hugh LeFranc Hugh LeFranc's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Developing the roadmap of the future generation of healthcare products & services
Industry Financial Services
Experience
OptumInsight / UHG July 2011 - Present
French American Chamber of Commerce MN July 2010 - Present
Real Estate Ventures 2007 - Present
Turning Point Advisors March 2004 - Present
Acxiom August 2010 - July 2011
Lawson Software December 2009 - June 2010
Wells Fargo Insurance - Office of the CFO August 2009 - January 2010
National Community Stabilization Trust 2008 - 2009
Deluxe Corporation 2007 - 2008
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Business Retooling, Change Management, Corporate Restructuring, Enterprise Architecture, Financial Analysis, Financial Modeling, Forecasting, IT Optimization, Strategic Planning, Strategic Roadmaps, Healthcare Information..., Financial Services..., Financial Services, Strategy, Program Management, Management Consulting, Business Process, Project Management, Outsourcing, Information Technology, IT Strategy, Restructuring, Enterprise Software, Leadership, Management, Cross-functional Team..., Consulting
Education
HEC Paris 1983 — 1985
Top Tier MBA
University of Law, Strasbourg, France 1982 — 1983
CPA Eq. - France
European School of Management 1979 — 1983
MS - Economics
OptumInsight / UHG July 2011 - Present
French American Chamber of Commerce MN July 2010 - Present
Real Estate Ventures 2007 - Present
Turning Point Advisors March 2004 - Present
Acxiom August 2010 - July 2011
Lawson Software December 2009 - June 2010
Wells Fargo Insurance - Office of the CFO August 2009 - January 2010
National Community Stabilization Trust 2008 - 2009
Deluxe Corporation 2007 - 2008
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Business Retooling, Change Management, Corporate Restructuring, Enterprise Architecture, Financial Analysis, Financial Modeling, Forecasting, IT Optimization, Strategic Planning, Strategic Roadmaps, Healthcare Information..., Financial Services..., Financial Services, Strategy, Program Management, Management Consulting, Business Process, Project Management, Outsourcing, Information Technology, IT Strategy, Restructuring, Enterprise Software, Leadership, Management, Cross-functional Team..., Consulting
Education
HEC Paris 1983 — 1985
Top Tier MBA
University of Law, Strasbourg, France 1982 — 1983
CPA Eq. - France
European School of Management 1979 — 1983
MS - Economics
Stephanie Goodsell Stephanie Goodsell's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Compliance Analyst at Ameriprise Financial
Industry Law Practice
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
State of Minnesota September 2013 - November 2014
Central Minnesota Legal Services May 2011 - May 2013
Skills
Westlaw, Legal Writing, Legal Research, Courts, Civil Litigation, Lexis, Legal Assistance, Family Law, Trials, Legal Issues, Motions, Pleadings, Administrative Law, Appeals, Hearings
Education
Hamline University School of Law 2010 — 2013
Doctor of Law (JD)
Hamline University 2003 — 2006
Bachelor of Arts (B.A.), Psychology
Ameriprise Financial Services, Inc. December 2014 - Present
State of Minnesota September 2013 - November 2014
Central Minnesota Legal Services May 2011 - May 2013
Skills
Westlaw, Legal Writing, Legal Research, Courts, Civil Litigation, Lexis, Legal Assistance, Family Law, Trials, Legal Issues, Motions, Pleadings, Administrative Law, Appeals, Hearings
Education
Hamline University School of Law 2010 — 2013
Doctor of Law (JD)
Hamline University 2003 — 2006
Bachelor of Arts (B.A.), Psychology
Aric Carpenter Aric Carpenter's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
MRK Asset Management, LLC January 2010 - July 2013
Kemner-Iott Investment Mgt. July 2002 - July 2013
American Express Financial Advisors June 1995 - February 2002
Education
Hillsdale College 1990 — 1994
BS, Finance
Ameriprise Financial Services, Inc. July 2013 - Present
MRK Asset Management, LLC January 2010 - July 2013
Kemner-Iott Investment Mgt. July 2002 - July 2013
American Express Financial Advisors June 1995 - February 2002
Education
Hillsdale College 1990 — 1994
BS, Finance
Jake Severance Jake Severance's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job IT Security Engineer
Industry Computer Networking
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Bluestem Brands July 2013 - Present
IT Servicedesk August 2011 - July 2013
NCTAMS PAC August 2008 - August 2011
USS Chancellorsville (CG62) June 2006 - August 2008
USS Shiloh (CG67) December 2003 - June 2006
Lee Communications March 1998 - March 1999
Skills
Engagement, Business Strategy, Network Engineering, Network Security, Wireless Networking, Social Networking, VoIP, Server Architecture, Public Speaking, Relationship Development, Client Engagement, Team Leadership, Leadership Development, Training & Development, Technical Training, Microsoft Word, Strategy, Troubleshooting, Project Management, Security Clearance, Information Assurance, Technical Writing, Network Administration, Leadership, Training, Networking, Servers, Management, Security, Information Technology, Disaster Recovery, Integration, System Administration, IT Management, Cloud Computing, Data Center, Active Directory, Project Delivery, IT Strategy, ITIL, Vendor Management, Visio, Switches, Cisco Technologies, IT Operations, VPN, VMware, Windows Server, Help Desk Support, Enterprise Architecture
Education
Hawaii Pacific University 2009 — 2011
BSBA, Information Systems
Ameriprise Financial Services, Inc. September 2015 - Present
Bluestem Brands July 2013 - Present
IT Servicedesk August 2011 - July 2013
NCTAMS PAC August 2008 - August 2011
USS Chancellorsville (CG62) June 2006 - August 2008
USS Shiloh (CG67) December 2003 - June 2006
Lee Communications March 1998 - March 1999
Skills
Engagement, Business Strategy, Network Engineering, Network Security, Wireless Networking, Social Networking, VoIP, Server Architecture, Public Speaking, Relationship Development, Client Engagement, Team Leadership, Leadership Development, Training & Development, Technical Training, Microsoft Word, Strategy, Troubleshooting, Project Management, Security Clearance, Information Assurance, Technical Writing, Network Administration, Leadership, Training, Networking, Servers, Management, Security, Information Technology, Disaster Recovery, Integration, System Administration, IT Management, Cloud Computing, Data Center, Active Directory, Project Delivery, IT Strategy, ITIL, Vendor Management, Visio, Switches, Cisco Technologies, IT Operations, VPN, VMware, Windows Server, Help Desk Support, Enterprise Architecture
Education
Hawaii Pacific University 2009 — 2011
BSBA, Information Systems
Brian Kiefer Brian Kiefer's Ameriprise Financial Services, Inc. Experience January 2012 - February 2015
Job VP Business Development Executive, Northeast Region at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management March 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - December 2011
John Hancock January 2008 - May 2011
Guardian Life Insurance 2003 - 2008
Guardian Life Insurance 2003 - 2008
Skills
Series 24, Series 7, Series 66, Series 6, Series 63, Strategic Financial..., Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Annuities, Sales, Financial Services, Retirement Planning, 401k, Securities, Retirement, Investments, Fixed Annuities, Bloomberg, Separately Managed..., Asset Management, Alternative Investments, Series 65, FINRA
Education
Harvard University 2009 — 2011
ALM, Management
James Madison University - College of Business 1998 — 2002
BS, Marketing
Northern Trust Asset Management March 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - December 2011
John Hancock January 2008 - May 2011
Guardian Life Insurance 2003 - 2008
Guardian Life Insurance 2003 - 2008
Skills
Series 24, Series 7, Series 66, Series 6, Series 63, Strategic Financial..., Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Annuities, Sales, Financial Services, Retirement Planning, 401k, Securities, Retirement, Investments, Fixed Annuities, Bloomberg, Separately Managed..., Asset Management, Alternative Investments, Series 65, FINRA
Education
Harvard University 2009 — 2011
ALM, Management
James Madison University - College of Business 1998 — 2002
BS, Marketing
Carmala Williams Carmala Williams's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Senior Assistant at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise Financial January 2007 - April 2009
Champion Auto Supply Store and Service Center January 2002 - January 2007
UCare January 2001 - January 2002
American Express January 1997 - January 2001
Grenadier Realty Corp January 1994 - January 1997
Gruner + Jahr USA Publishing January 1990 - January 1993
Reise Organization January 1983 - January 1990
Skills
Access, Program Management, Administrative..., Leadership, Project Management, Analysis, Risk Management, Process Improvement, Budgets, SharePoint, Software Documentation, Team Building, Management, Performance Management, Policy, Administrative...
Education
Hennepin Technical College
Mahoney Business School
Business
Audrey Cohen College
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise Financial January 2007 - April 2009
Champion Auto Supply Store and Service Center January 2002 - January 2007
UCare January 2001 - January 2002
American Express January 1997 - January 2001
Grenadier Realty Corp January 1994 - January 1997
Gruner + Jahr USA Publishing January 1990 - January 1993
Reise Organization January 1983 - January 1990
Skills
Access, Program Management, Administrative..., Leadership, Project Management, Analysis, Risk Management, Process Improvement, Budgets, SharePoint, Software Documentation, Team Building, Management, Performance Management, Policy, Administrative...
Education
Hennepin Technical College
Mahoney Business School
Business
Audrey Cohen College
Steven Festler's Ameriprise Financial Services, Inc. Experience February 2011 - February 2014
Job Registered Client Service Rep at NFP Corporate Services (MN), Inc.
Industry Financial Services
Experience
NFP Corporate Services (MN), Inc. March 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2014
Skills
Microsoft Office, Leadership, Team Leadership, Customer Service, Interactive Marketing, Trading, PowerPoint, Financial Services, Website Creation, Website Development, Email Marketing, Time Management, Management, Microsoft Word, Social Media Marketing, Microsoft Excel, Process Improvement, Outlook
Education
University of St. Thomas 2011 — 2014
Master of Business Administration (MBA)
Hamline University 2005 — 2009
Bachelor of Business Administration (B.B.A.)
NFP Corporate Services (MN), Inc. March 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2014
Skills
Microsoft Office, Leadership, Team Leadership, Customer Service, Interactive Marketing, Trading, PowerPoint, Financial Services, Website Creation, Website Development, Email Marketing, Time Management, Management, Microsoft Word, Social Media Marketing, Microsoft Excel, Process Improvement, Outlook
Education
University of St. Thomas 2011 — 2014
Master of Business Administration (MBA)
Hamline University 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Carmen Trivisonno's Ameriprise Financial Services, Inc. Experience January 2006 - January 2010
Job Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
AXA Advisors January 2010 - Present
Ameriprise Financial January 2006 - January 2010
Ameriprise Financial Services, Inc. January 2006 - January 2010
Trivisonno's Restaurant January 1999 - January 2006
Education
Kent State University 2002 — 2006
BA, Finance
Heidelberg College 1998 — 2000
Benedictine 1994 — 1998
AXA Advisors October 2013 - Present
AXA Advisors January 2010 - Present
Ameriprise Financial January 2006 - January 2010
Ameriprise Financial Services, Inc. January 2006 - January 2010
Trivisonno's Restaurant January 1999 - January 2006
Education
Kent State University 2002 — 2006
BA, Finance
Heidelberg College 1998 — 2000
Benedictine 1994 — 1998
Kim Hirsch Kim Hirsch's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Crisis Response Manager at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Target March 2011 - February 2015
American Express 2008 - March 2011
American Express 2006 - 2008
Cenveo 2002 - 2006
American Express Financial Advisors 1998 - 2002
FEDERAL CARTRIDGE COMPANY 1998 - 2002
Skills
Vendor Management, Project Management, Account Management, Process Improvement, Change Management, Program Management, Business Continuity, Team Leadership, Risk Management, Business Analysis, Cross-functional Team..., Management, Disaster Recovery, Strategic Planning, Business Process..., Customer Service, Operations Management, Training, Business Resilience, Procurement, Strategy, CRM, Budgets, Outsourcing, Performance Management, Business Process, Governance
Education
Hamline University 1988 — 1992
BACHELOR OF ARTS, Management and Political Science
Ameriprise Financial Services, Inc. March 2015 - Present
Target March 2011 - February 2015
American Express 2008 - March 2011
American Express 2006 - 2008
Cenveo 2002 - 2006
American Express Financial Advisors 1998 - 2002
FEDERAL CARTRIDGE COMPANY 1998 - 2002
Skills
Vendor Management, Project Management, Account Management, Process Improvement, Change Management, Program Management, Business Continuity, Team Leadership, Risk Management, Business Analysis, Cross-functional Team..., Management, Disaster Recovery, Strategic Planning, Business Process..., Customer Service, Operations Management, Training, Business Resilience, Procurement, Strategy, CRM, Budgets, Outsourcing, Performance Management, Business Process, Governance
Education
Hamline University 1988 — 1992
BACHELOR OF ARTS, Management and Political Science
Jenny Galvan Jenny Galvan's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Education
Hardin-Simmons University 1992 — 1995
BBS, degree in communications and business
Ameriprise Financial Services, Inc. November 2011 - Present
Education
Hardin-Simmons University 1992 — 1995
BBS, degree in communications and business
Maria Pia Figueiredo's Ameriprise Financial Services, Inc. Experience May 2010 - January 2012
Job Consumer Product Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. January 2012 - December 2014
Ameriprise Financial Services, Inc. May 2010 - January 2012
Bank of America September 2004 - May 2010
Caritas Norwood Hospital August 2003 - May 2006
GMAC December 1996 - May 2000
UM Consultores April 1994 - August 1996
Skills
Financial Analysis, Analysis, Finance, Forecasting, Business Process, Sales Management, Business Analysis, Business Intelligence, Asset Management, Banking, Business Strategy, Economics, Financial Modeling, Management, Risk Management, Strategic Planning
Education
Harvard University 2003 — 2004
Certificate, CSS-Finance
Pontifícia Universidade Católica do Rio de Janeiro 1990 — 1994
BA, Economics
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. January 2012 - December 2014
Ameriprise Financial Services, Inc. May 2010 - January 2012
Bank of America September 2004 - May 2010
Caritas Norwood Hospital August 2003 - May 2006
GMAC December 1996 - May 2000
UM Consultores April 1994 - August 1996
Skills
Financial Analysis, Analysis, Finance, Forecasting, Business Process, Sales Management, Business Analysis, Business Intelligence, Asset Management, Banking, Business Strategy, Economics, Financial Modeling, Management, Risk Management, Strategic Planning
Education
Harvard University 2003 — 2004
Certificate, CSS-Finance
Pontifícia Universidade Católica do Rio de Janeiro 1990 — 1994
BA, Economics
Gretchen Tamplin, CFP® Gretchen Tamplin, CFP®'s Ameriprise Financial Services, Inc. Experience September 2011 - June 2012
Job Senior Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Ameriprise Financial Services, Inc. September 2011 - June 2012
Education
Northern Kentucky University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Butler High School 1984 — 1988
Heidelberg University
Heidelberg University
UBS July 2012 - Present
Ameriprise Financial Services, Inc. September 2011 - June 2012
Education
Northern Kentucky University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Butler High School 1984 — 1988
Heidelberg University
Heidelberg University
Christine Loomis Christine Loomis's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Business Analyst in Clearing and Risk
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Gander Mountain August 2007 - Present
RBC Capital Markets September 2014 - July 2015
RBC Capital Markets December 2013 - September 2014
RBC Capital Markets October 2012 - December 2013
Wells Fargo July 2012 - October 2012
Wells Fargo Advisors March 2008 - July 2012
Wells Fargo January 2007 - February 2008
Wells Fargo April 2004 - January 2007
Sancutary Salonspa July 2003 - August 2004
Skills
Analytics, Customer Service, Coordination, Microsoft Excel, Financial Risk, Fraud Detection, Investments, cash controls, Motivation, Restoration, Input, Diversity and Inclusion, Leadership Development, Operational Streamlining, Professional..., Adaptability, Leadership, Securities, Financial Services, Mutual Funds, Financial Analysis, Risk Management, Banking, Training, Time Management, Loans
Education
Hennepin Technical College
Photography
Chaska High School
Ameriprise Financial Services, Inc. July 2015 - Present
Gander Mountain August 2007 - Present
RBC Capital Markets September 2014 - July 2015
RBC Capital Markets December 2013 - September 2014
RBC Capital Markets October 2012 - December 2013
Wells Fargo July 2012 - October 2012
Wells Fargo Advisors March 2008 - July 2012
Wells Fargo January 2007 - February 2008
Wells Fargo April 2004 - January 2007
Sancutary Salonspa July 2003 - August 2004
Skills
Analytics, Customer Service, Coordination, Microsoft Excel, Financial Risk, Fraud Detection, Investments, cash controls, Motivation, Restoration, Input, Diversity and Inclusion, Leadership Development, Operational Streamlining, Professional..., Adaptability, Leadership, Securities, Financial Services, Mutual Funds, Financial Analysis, Risk Management, Banking, Training, Time Management, Loans
Education
Hennepin Technical College
Photography
Chaska High School
Dawn Heim, CCP, PHR Dawn Heim, CCP, PHR's Ameriprise Financial Services, Inc. Experience September 2012 - August 2013
Job
Industry Investment Management
Experience
Medtronic September 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - August 2013
Ameriprise Financial November 2005 - November 2012
Carlson August 2004 - November 2005
Carlson May 2002 - July 2004
Mesaba Airlines November 2000 - May 2002
Mesaba Airlines June 1998 - October 2000
Starkey Labs 1998 - 1998
Skills
Employee Benefits, Deferred Compensation, Compensation, Insurance, PeopleSoft, Job Evaluation, Incentive Programs, Benefits Administration, Executive Pay, 401k, Compensation Structures, Microsoft Excel, Job Descriptions, Business Analysis, Process Improvement
Education
Hamline University 2000 — 2004
MA,, Management
University of St. Thomas 1994 — 1998
BA, Human Resource Management
Medtronic September 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - August 2013
Ameriprise Financial November 2005 - November 2012
Carlson August 2004 - November 2005
Carlson May 2002 - July 2004
Mesaba Airlines November 2000 - May 2002
Mesaba Airlines June 1998 - October 2000
Starkey Labs 1998 - 1998
Skills
Employee Benefits, Deferred Compensation, Compensation, Insurance, PeopleSoft, Job Evaluation, Incentive Programs, Benefits Administration, Executive Pay, 401k, Compensation Structures, Microsoft Excel, Job Descriptions, Business Analysis, Process Improvement
Education
Hamline University 2000 — 2004
MA,, Management
University of St. Thomas 1994 — 1998
BA, Human Resource Management
Carl Engstrom Carl Engstrom's Ameriprise Financial Services, Inc. Experience March 2000 - January 2006
Job Attorney at Nichols Kaster, PLLP
Industry Legal Services
Experience
Nichols Kaster, PLLP March 2015 - Present
Fourth Judicial District of Minnesota August 2013 - March 2015
Minnesota Court of Appeals August 2012 - August 2013
Skjold Parrington Business Attorneys January 2011 - May 2012
Nichols Kaster, PLLP May 2010 - August 2010
Portland Tractor June 2007 - August 2009
Ameriprise Financial Services, Inc. March 2000 - January 2006
Skills
Securities Regulation, Corporate Law, Employment Law, Public Policy, Appeals, Legal Writing, Trials, Class Actions, Administrative Law
Education
University of Minnesota Law School 2009 — 2012
J.D.
Harvard College 1994 — 1998
B.A., Government
Nichols Kaster, PLLP March 2015 - Present
Fourth Judicial District of Minnesota August 2013 - March 2015
Minnesota Court of Appeals August 2012 - August 2013
Skjold Parrington Business Attorneys January 2011 - May 2012
Nichols Kaster, PLLP May 2010 - August 2010
Portland Tractor June 2007 - August 2009
Ameriprise Financial Services, Inc. March 2000 - January 2006
Skills
Securities Regulation, Corporate Law, Employment Law, Public Policy, Appeals, Legal Writing, Trials, Class Actions, Administrative Law
Education
University of Minnesota Law School 2009 — 2012
J.D.
Harvard College 1994 — 1998
B.A., Government
Loren Kelly Loren Kelly's Ameriprise Financial Services, Inc. Experience June 2011 - November 2012
Job Sales Consultant at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless June 2014 - Present
McKie Automotive Group October 2012 - January 2014
Ameriprise Financial Services, Inc. June 2011 - November 2012
Cbeyond January 2011 - May 2011
Comcast March 2010 - January 2011
Integra Telecom January 2008 - December 2009
Eschelon Telecom April 2002 - January 2008
Skills
Direct Sales, Customer Retention, Telecommunications, Sales, Managed Services, VoIP, Sales Process, Leadership, Account Management, Management, B2B, Call Centers, Competitive Analysis, Cross-functional Team..., Project Management, Selling, T1, Training
Education
Hampton University 1993 — 1997
Finance, Business Management, Marketing
Verizon Wireless June 2014 - Present
McKie Automotive Group October 2012 - January 2014
Ameriprise Financial Services, Inc. June 2011 - November 2012
Cbeyond January 2011 - May 2011
Comcast March 2010 - January 2011
Integra Telecom January 2008 - December 2009
Eschelon Telecom April 2002 - January 2008
Skills
Direct Sales, Customer Retention, Telecommunications, Sales, Managed Services, VoIP, Sales Process, Leadership, Account Management, Management, B2B, Call Centers, Competitive Analysis, Cross-functional Team..., Project Management, Selling, T1, Training
Education
Hampton University 1993 — 1997
Finance, Business Management, Marketing
Leonard Stover Leonard Stover's Ameriprise Financial Services, Inc. Experience March 2009 - February 2014
Job Cofounder & Project Coordinator, Red LIne Greenway
Industry Nonprofit Organization Management
Experience
Rotary Club of Cleveland June 1991 - Present
Stover Wealth Management May 2014 - March 2015
Ameriprise Financial Services, Inc. March 2009 - February 2014
Smith Barney May 2001 - March 2009
Merrill Lynch September 1991 - May 2001
VME Americas Inc. 1985 - 1991
Price Waterhouse Coopers 1979 - 1985
Skills
Retirement, Retirement Planning, Series 7, Estate Planning, Investment Advisory, Mutual Funds, Investments, Fixed Annuities, Securities, Strategic Financial..., Asset Allocation, Portfolio Management, Series 63, Insurance, Investment Strategies, 401k, Asset Management, Financial Analysis, FINRA, Investment Management, Alternative Investments
Education
Hillsdale College 1975 — 1979
BLS Accounting, Minor in Business Law
Dowagiac Union HS 1972 — 1975
Rotary Club of Cleveland June 1991 - Present
Stover Wealth Management May 2014 - March 2015
Ameriprise Financial Services, Inc. March 2009 - February 2014
Smith Barney May 2001 - March 2009
Merrill Lynch September 1991 - May 2001
VME Americas Inc. 1985 - 1991
Price Waterhouse Coopers 1979 - 1985
Skills
Retirement, Retirement Planning, Series 7, Estate Planning, Investment Advisory, Mutual Funds, Investments, Fixed Annuities, Securities, Strategic Financial..., Asset Allocation, Portfolio Management, Series 63, Insurance, Investment Strategies, 401k, Asset Management, Financial Analysis, FINRA, Investment Management, Alternative Investments
Education
Hillsdale College 1975 — 1979
BLS Accounting, Minor in Business Law
Dowagiac Union HS 1972 — 1975
Mark Anderson Mark Anderson's Ameriprise Financial Services, Inc. Experience 2003 - 2009
Job Director of Renovations at MemphisInvest.com
Industry Real Estate
Experience
Memphis Invest May 2010 - Present
Lucky A Properties, LLC June 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2009
Education
Haslam College of Business at the University of Tennessee 1999 — 2003
BS, Finance
University of Tennessee-Knoxville 1999 — 2003
Bachelor’s Degree, Finance, General
Christian Brothers High School 1996 — 1999
Memphis Invest May 2010 - Present
Lucky A Properties, LLC June 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2009
Education
Haslam College of Business at the University of Tennessee 1999 — 2003
BS, Finance
University of Tennessee-Knoxville 1999 — 2003
Bachelor’s Degree, Finance, General
Christian Brothers High School 1996 — 1999
Ainara Galvin's Ameriprise Financial Services, Inc. Experience January 2009 - January 2010
Job Sr. Merchandising Logistics Manager at Walmart and Member of Leaders Excellence at Harvard Square
Industry Retail
Experience
Walmart August 2013 - Present
Cargill April 2012 - July 2013
Cargill March 2011 - April 2012
Cargill January 2010 - March 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
Ameriprise Financial Services, Inc. January 2007 - January 2009
Skills
Access, Spanish, Leadership, Training, Project Management, Process Improvement, Cross-functional Team..., Strategic Planning, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Visio, Finance, Commodity, Mergers, Management, Product Development, Mergers & Acquisitions, Business Process..., Logistics, Supply Chain, Strategy, Team Leadership, Team Building, Negotiation, Customer Service, Change Management, Supply Chain Management, Inventory Management, Forecasting, Analysis, Retail, Operations Management, Sales, Business Planning, Inventory Control, Pricing
Education
Harvard Extension School 2015 — 2017
Professional Certification, Strategic Management
Saint Mary's University of Minnesota 2005 — 2009
MA, International Business
Saint Mary's University of Minnesota 2005 — 2009
Master's degree, Business Administration and Management, General
Universidad del Sagrado Corazón 2001 — 2005
BA, Communications, 4.0
Six Sigma Certification
White belt
Walmart August 2013 - Present
Cargill April 2012 - July 2013
Cargill March 2011 - April 2012
Cargill January 2010 - March 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
Ameriprise Financial Services, Inc. January 2007 - January 2009
Skills
Access, Spanish, Leadership, Training, Project Management, Process Improvement, Cross-functional Team..., Strategic Planning, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Visio, Finance, Commodity, Mergers, Management, Product Development, Mergers & Acquisitions, Business Process..., Logistics, Supply Chain, Strategy, Team Leadership, Team Building, Negotiation, Customer Service, Change Management, Supply Chain Management, Inventory Management, Forecasting, Analysis, Retail, Operations Management, Sales, Business Planning, Inventory Control, Pricing
Education
Harvard Extension School 2015 — 2017
Professional Certification, Strategic Management
Saint Mary's University of Minnesota 2005 — 2009
MA, International Business
Saint Mary's University of Minnesota 2005 — 2009
Master's degree, Business Administration and Management, General
Universidad del Sagrado Corazón 2001 — 2005
BA, Communications, 4.0
Six Sigma Certification
White belt
Micaela Somerville's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Liberty Tax Service January 2015 - May 2015
Arby's Restaurant Group, Inc. September 2013 - December 2014
Heidelberg University June 2014 - August 2014
Midpark Village Apartments April 2011 - August 2014
Heidelberg Phoneathon September 2012 - April 2013
Pump It Up April 2010 - April 2012
Skills
Microsoft Word, PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Leadership, Event Planning, Public Speaking, Social Media, Facebook, Social Networking, Team Leadership
Education
Heidelberg University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Business/Management
Ameriprise Financial Services, Inc. May 2015 - Present
Liberty Tax Service January 2015 - May 2015
Arby's Restaurant Group, Inc. September 2013 - December 2014
Heidelberg University June 2014 - August 2014
Midpark Village Apartments April 2011 - August 2014
Heidelberg Phoneathon September 2012 - April 2013
Pump It Up April 2010 - April 2012
Skills
Microsoft Word, PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Leadership, Event Planning, Public Speaking, Social Media, Facebook, Social Networking, Team Leadership
Education
Heidelberg University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Business/Management
Rebecca Whaley's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Paraplanner and Plan Production Service Provider at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial Services, Inc. June 2008 - May 2011
Ameriprise Financial Services, Inc. December 2004 - June 2008
Education
Haslam College of Business at the University of Tennessee 2004 — 2008
BSBA, Accounting
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial Services, Inc. June 2008 - May 2011
Ameriprise Financial Services, Inc. December 2004 - June 2008
Education
Haslam College of Business at the University of Tennessee 2004 — 2008
BSBA, Accounting
Peter Gennrich Peter Gennrich's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Director Brokerage Trades and Service at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial Services, Inc. January 2011 - January 2012
RBC Wealth Management June 2004 - July 2011
RBC Wealth Management March 2000 - May 2004
RBC Wealth Management March 1998 - February 2000
RBC Wealth Management July 1997 - February 1998
RBC Wealth Management July 1996 - June 1997
Norwest Banks July 1994 - June 1996
Skills
Equities, Fixed Income, Banking, Management, Trading, Strategy, Analysis, Budgets, Credit, Performance Management, Human Resources, Customer Service, Series 7, Mutual Funds, Investments, Project Management, Financial Services, Wealth Management, Risk Management, Strategic Financial...
Education
Hamline University 2013 — 2015
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 1989 — 1996
Bachelor of Arts, International Relations - Magna Cum Laude
Universidad de la República 1992 — 1992
Montevideo, Uruguay, International Reciprocal Student Exchange Program
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial Services, Inc. January 2011 - January 2012
RBC Wealth Management June 2004 - July 2011
RBC Wealth Management March 2000 - May 2004
RBC Wealth Management March 1998 - February 2000
RBC Wealth Management July 1997 - February 1998
RBC Wealth Management July 1996 - June 1997
Norwest Banks July 1994 - June 1996
Skills
Equities, Fixed Income, Banking, Management, Trading, Strategy, Analysis, Budgets, Credit, Performance Management, Human Resources, Customer Service, Series 7, Mutual Funds, Investments, Project Management, Financial Services, Wealth Management, Risk Management, Strategic Financial...
Education
Hamline University 2013 — 2015
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 1989 — 1996
Bachelor of Arts, International Relations - Magna Cum Laude
Universidad de la República 1992 — 1992
Montevideo, Uruguay, International Reciprocal Student Exchange Program
Matthew Brock, CFP®'s Ameriprise Financial Services, Inc. Experience January 2003 - May 2010
Job Owner, Senior Partner at Divergent Planning, LLC
Industry Financial Services
Experience
Divergent Planning, LLC May 2010 - Present
Ameriprise Financial Services, Inc. January 2003 - May 2010
Skills
Financial Planning, Securities, Asset Management, Insurance, Investments, Asset Managment, Strategic Financial...
Education
Hampden-Sydney College 1998 — 2002
Divergent Planning, LLC May 2010 - Present
Ameriprise Financial Services, Inc. January 2003 - May 2010
Skills
Financial Planning, Securities, Asset Management, Insurance, Investments, Asset Managment, Strategic Financial...
Education
Hampden-Sydney College 1998 — 2002
Nitin Shukla's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Sr Manager Technology Operations at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. January 2009 - September 2013
Ameriprise Financial Services, Inc. December 2007 - January 2009
Long & Foster Companies September 2005 - November 2007
Long & Foster Companies July 2004 - August 2005
Tata Consultancy Services March 2002 - March 2004
Tata Consultancy Services April 2001 - February 2002
Skills
High Performance..., Cloud Computing, Grid Computing, Program Management, Management, IT Operations, Team Building, Effort Estimation, Business Analysis, Integration, Microsoft SQL Server, Enterprise Software, Analysis, Customer Relations, Windows Server, Pre-sales, Telecommunications, Customer Service, Requirements Analysis, SharePoint, SQL Server 2005/2000, Windows Server 2003, Windows Server 2008, Software Project..., SDLC, Leadership
Education
Hemwati Nandan Bahuguna Garhwal University 1996 — 2000
B.E, Electronics and Communication
Colvin Taluqdar's College 1991 — 1994
10+2, Physics, Chemistry/ Maths
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. January 2009 - September 2013
Ameriprise Financial Services, Inc. December 2007 - January 2009
Long & Foster Companies September 2005 - November 2007
Long & Foster Companies July 2004 - August 2005
Tata Consultancy Services March 2002 - March 2004
Tata Consultancy Services April 2001 - February 2002
Skills
High Performance..., Cloud Computing, Grid Computing, Program Management, Management, IT Operations, Team Building, Effort Estimation, Business Analysis, Integration, Microsoft SQL Server, Enterprise Software, Analysis, Customer Relations, Windows Server, Pre-sales, Telecommunications, Customer Service, Requirements Analysis, SharePoint, SQL Server 2005/2000, Windows Server 2003, Windows Server 2008, Software Project..., SDLC, Leadership
Education
Hemwati Nandan Bahuguna Garhwal University 1996 — 2000
B.E, Electronics and Communication
Colvin Taluqdar's College 1991 — 1994
10+2, Physics, Chemistry/ Maths
Tucker Watkins, CFP®, CFS®, CIMA®, RFC®'s Ameriprise Financial Services, Inc. Experience March 1987 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1987 - Present
Education
Santa Clara University 1973 — 1975
Business
Hillsdale College 1971 — 1973
Ameriprise Financial Services, Inc. March 1987 - Present
Education
Santa Clara University 1973 — 1975
Business
Hillsdale College 1971 — 1973
David Downer David Downer's Ameriprise Financial Services, Inc. Experience 1998 - July 2014
Job Retired at Home
Industry Financial Services
Experience
Home July 2014 - Present
Ameriprise Financial Services, Inc. 1998 - July 2014
Johnson Controls 1993 - 1998
Vanguard 1990 - 1993
Swarthmore College 1988 - 1990
Skills
Series 7, Retirement Planning, Investments, Retirement, Public Speaking
Education
University of Oklahoma 1970 — 1973
MA, Public Administration
Harvard University 1959 — 1963
BA, Architectural Sciences
Home July 2014 - Present
Ameriprise Financial Services, Inc. 1998 - July 2014
Johnson Controls 1993 - 1998
Vanguard 1990 - 1993
Swarthmore College 1988 - 1990
Skills
Series 7, Retirement Planning, Investments, Retirement, Public Speaking
Education
University of Oklahoma 1970 — 1973
MA, Public Administration
Harvard University 1959 — 1963
BA, Architectural Sciences
Dan Peplinski Dan Peplinski's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Technical Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Thomson Reuters January 2015 - May 2015
Thomson Reuters October 2005 - January 2015
Amherst H. Wilder Foundation December 1999 - April 2010
Skills
Legal Research, Customer Service, Westlaw, WestlawNext, Training & Development, Presentation Skills, Customer-focused Service, Microsoft Office, Public Speaking, Legal Writing, Nonprofits, Research, Negotiation, Process Improvement, User Experience
Education
Hamline University School of Law 1998 — 2001
Juris Doctor
University of Minnesota Duluth 1992 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Ameriprise Financial Services, Inc. May 2015 - Present
Thomson Reuters January 2015 - May 2015
Thomson Reuters October 2005 - January 2015
Amherst H. Wilder Foundation December 1999 - April 2010
Skills
Legal Research, Customer Service, Westlaw, WestlawNext, Training & Development, Presentation Skills, Customer-focused Service, Microsoft Office, Public Speaking, Legal Writing, Nonprofits, Research, Negotiation, Process Improvement, User Experience
Education
Hamline University School of Law 1998 — 2001
Juris Doctor
University of Minnesota Duluth 1992 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Christina Swaim Christina Swaim's Ameriprise Financial Services, Inc. Experience January 2014 - July 2014
Job Design Strategist at Maga Design, Inc.
Industry Public Relations and Communications
Experience
Maga Design, Inc. April 2015 - Present
CS Designs 2010 - Present
High Point University August 2013 - December 2014
Ameriprise Financial Services, Inc. January 2014 - July 2014
Graphik Dimensions Ltd. August 2013 - April 2014
Magnets4media February 2013 - May 2013
Charleston Magazine November 2012 - February 2013
GMMB October 2010 - November 2012
Skills
Project Management, Adobe Creative Suite, Wireframes, HTML, CSS, Advertising Agency, Agency Coordination, Creative Strategy, Advertising, Social Media, Creative Direction, Public Relations, Social Media Marketing, Visual Communication, Magazines, PowerPoint, Integrated Marketing, Facebook, Digital Strategy, Blogging, Web Content Management, InDesign, Graphics, Corporate Branding, AP & Chicago styles, Hosting Services, Digital Asset Management, B2B Marketing, Trafficking, Cause Marketing, Video Editing, Drupal, SPSS, Press Releases
Education
High Point University 2013 — 2014
Master's of Strategic Communication, Public Relations & Healthcare Communications
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's Degree, Journalism and Mass Communication- Advertising Program
The Episcopal High School in Alexandria 2001 — 2005
High School
Maga Design, Inc. April 2015 - Present
CS Designs 2010 - Present
High Point University August 2013 - December 2014
Ameriprise Financial Services, Inc. January 2014 - July 2014
Graphik Dimensions Ltd. August 2013 - April 2014
Magnets4media February 2013 - May 2013
Charleston Magazine November 2012 - February 2013
GMMB October 2010 - November 2012
Skills
Project Management, Adobe Creative Suite, Wireframes, HTML, CSS, Advertising Agency, Agency Coordination, Creative Strategy, Advertising, Social Media, Creative Direction, Public Relations, Social Media Marketing, Visual Communication, Magazines, PowerPoint, Integrated Marketing, Facebook, Digital Strategy, Blogging, Web Content Management, InDesign, Graphics, Corporate Branding, AP & Chicago styles, Hosting Services, Digital Asset Management, B2B Marketing, Trafficking, Cause Marketing, Video Editing, Drupal, SPSS, Press Releases
Education
High Point University 2013 — 2014
Master's of Strategic Communication, Public Relations & Healthcare Communications
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's Degree, Journalism and Mass Communication- Advertising Program
The Episcopal High School in Alexandria 2001 — 2005
High School
Anthony Canaday Anthony Canaday's Ameriprise Financial Services, Inc. Experience June 2014 - March 2015
Job Student at North Hennepin Community College
Industry Computer Networking
Experience
Ameriprise Financial Services, Inc. June 2014 - March 2015
Al-Amal School August 2012 - June 2014
Al-Amal School June 2006 - August 2012
CurryUp May 2011 - July 2011
Skills
Microsoft Office, Windows, Computer Hardware, Linux, Active Directory, Social Media, Public Speaking, Teamwork, Integration, Visio, Problem Solving, Google Docs, Google Calendar, Gmail, Customer Service, Microsoft Excel, Research, Theoretical Physics, OS X, Audio Engineering, Audio Editing, Photography, iPhone Support, Process Improvement, Quantum Mechanics, Java, Leadership, Microsoft Word, PowerPoint, Consulting
Education
North Hennepin Community College 2010 — 2013
Computer Science
Hennepin Technical College 2011 — 2012
Life
All of It
Ameriprise Financial Services, Inc. June 2014 - March 2015
Al-Amal School August 2012 - June 2014
Al-Amal School June 2006 - August 2012
CurryUp May 2011 - July 2011
Skills
Microsoft Office, Windows, Computer Hardware, Linux, Active Directory, Social Media, Public Speaking, Teamwork, Integration, Visio, Problem Solving, Google Docs, Google Calendar, Gmail, Customer Service, Microsoft Excel, Research, Theoretical Physics, OS X, Audio Engineering, Audio Editing, Photography, iPhone Support, Process Improvement, Quantum Mechanics, Java, Leadership, Microsoft Word, PowerPoint, Consulting
Education
North Hennepin Community College 2010 — 2013
Computer Science
Hennepin Technical College 2011 — 2012
Life
All of It
Heather Bughman Heather Bughman's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Legal Extern at CryoLife, Inc.
Industry Law Practice
Experience
CryoLife, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
Hamline University School of Law September 2014 - March 2015
Universal Hospital Services June 2014 - August 2014
Carver County Courthouse May 2014 - August 2014
Rock County Courthouse May 2013 - July 2013
Skills
Research, Grant Writing, Legal Research, Legal Writing, Internal Communications, Corporate Communications, Communication Skills, Public Speaking, Leadership, Time Management
Education
Hamline University School of Law 2013 — 2016
Juris Doctor (J.D.), Health Law
University of Wisconsin-Whitewater 2009 — 2013
BS, Corporate and Health Communication
CryoLife, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
Hamline University School of Law September 2014 - March 2015
Universal Hospital Services June 2014 - August 2014
Carver County Courthouse May 2014 - August 2014
Rock County Courthouse May 2013 - July 2013
Skills
Research, Grant Writing, Legal Research, Legal Writing, Internal Communications, Corporate Communications, Communication Skills, Public Speaking, Leadership, Time Management
Education
Hamline University School of Law 2013 — 2016
Juris Doctor (J.D.), Health Law
University of Wisconsin-Whitewater 2009 — 2013
BS, Corporate and Health Communication
Yelda Gokgur Yelda Gokgur's Ameriprise Financial Services, Inc. Experience October 2008 - March 2009
Job Securities
Industry Investment Banking
Experience
Goldman Sachs December 2014 - Present
Liberty Mutual Group Asset Management Inc. April 2010 - November 2014
Ameriprise Financial Services, Inc. October 2008 - March 2009
Xplana Learning June 2006 - July 2007
Skills
Insurance, Finance, Investments, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Accounting, Strategic Planning, Budgets, Microsoft Excel, Business Analysis, Management
Education
Harvard University 2008 — 2010
Master's degree, Management
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Goldman Sachs December 2014 - Present
Liberty Mutual Group Asset Management Inc. April 2010 - November 2014
Ameriprise Financial Services, Inc. October 2008 - March 2009
Xplana Learning June 2006 - July 2007
Skills
Insurance, Finance, Investments, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Accounting, Strategic Planning, Budgets, Microsoft Excel, Business Analysis, Management
Education
Harvard University 2008 — 2010
Master's degree, Management
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Jason Groth's Ameriprise Financial Services, Inc. Experience 1998 - 2007
Job Wealth Advisor at Reliant Capital Group
Industry Financial Services
Experience
SURFfit November 2013 - Present
Reliant Capital Group January 2013 - Present
Wealth Advisors January 2007 - January 2013
Ameriprise Financial Services, Inc. 1998 - 2007
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Wealth Management, Retirement, IRAs, Fixed Annuities, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation, Financial Advisory, Investments, Financial Goals, Investment Strategies, 401k Rollovers, Wealth, Mutual Funds, 401k, Personal Financial..., Financial Planners, Investment Management, Wealth Management..., Roth IRA, ETFs, Alternative Investments, Securities, Insurance, Portfolio Management, Separately Managed..., High Net Worth..., Variable Annuities, Pensions, FINRA, Investment Advisory..., Long-term Care, Bonds, Retirement Plan..., Saving for Education, Personal Finance, Life Insurance, Long Term Care Insurance, Financial Education, Series 65, Series 63
Education
The University of Texas at Austin 1994 — 1997
Hendrix College 1992 — 1994
SURFfit November 2013 - Present
Reliant Capital Group January 2013 - Present
Wealth Advisors January 2007 - January 2013
Ameriprise Financial Services, Inc. 1998 - 2007
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Wealth Management, Retirement, IRAs, Fixed Annuities, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation, Financial Advisory, Investments, Financial Goals, Investment Strategies, 401k Rollovers, Wealth, Mutual Funds, 401k, Personal Financial..., Financial Planners, Investment Management, Wealth Management..., Roth IRA, ETFs, Alternative Investments, Securities, Insurance, Portfolio Management, Separately Managed..., High Net Worth..., Variable Annuities, Pensions, FINRA, Investment Advisory..., Long-term Care, Bonds, Retirement Plan..., Saving for Education, Personal Finance, Life Insurance, Long Term Care Insurance, Financial Education, Series 65, Series 63
Education
The University of Texas at Austin 1994 — 1997
Hendrix College 1992 — 1994
Stephen McCutcheon Stephen McCutcheon's Ameriprise Financial Services, Inc. Experience December 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1997 - Present
Education
The University of Tennessee at Chattanooga 1988 — 1991
M.B.A, Finance
Haslam College of Business at the University of Tennessee 1984 — 1987
B.S., Finance
Ameriprise Financial Services, Inc. December 1997 - Present
Education
The University of Tennessee at Chattanooga 1988 — 1991
M.B.A, Finance
Haslam College of Business at the University of Tennessee 1984 — 1987
B.S., Finance
Kristy Patterson Kristy Patterson's Ameriprise Financial Services, Inc. Experience 2004 - 2008
Job Office Manager
Industry Medical Practice
Experience
Emerald Coast Eye Care August 2009 - Present
Ameriprise Financial Services, Inc. 2004 - 2008
Education
Harding University 2002 — 2003
Master of Business Administration (MBA)
Harding University 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Emerald Coast Eye Care August 2009 - Present
Ameriprise Financial Services, Inc. 2004 - 2008
Education
Harding University 2002 — 2003
Master of Business Administration (MBA)
Harding University 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Aditya K's Ameriprise Financial Services, Inc. Experience May 2014 - December 2014
Job Sr. Web/ Middleware Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - December 2014
Wells Fargo April 2012 - May 2014
Citi July 2010 - March 2012
Deloitte May 2006 - June 2008
Skills
WebSphere Application..., WebSphere Portal, Operating Systems, Microsoft Office, AIX, Web Servers, Lotus Notes, Agile Methodologies, System Administration, Accounting, Windows Server, Lotus Connections, VMware Workstation, IBM AIX, Tomcat, Websphere, Administration, Tomcat admin, Microsoft Dynamics CRM, Xenos Enterprise Server, Brava Enterprise Servers, Hadoop, Big Data Hadoop, IBM Filenet
Education
Harvard Business School
Management Essentials
Stratford University
Master's degree, Computer and Information Systems Security/Information Assurance
Wells Fargo December 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - December 2014
Wells Fargo April 2012 - May 2014
Citi July 2010 - March 2012
Deloitte May 2006 - June 2008
Skills
WebSphere Application..., WebSphere Portal, Operating Systems, Microsoft Office, AIX, Web Servers, Lotus Notes, Agile Methodologies, System Administration, Accounting, Windows Server, Lotus Connections, VMware Workstation, IBM AIX, Tomcat, Websphere, Administration, Tomcat admin, Microsoft Dynamics CRM, Xenos Enterprise Server, Brava Enterprise Servers, Hadoop, Big Data Hadoop, IBM Filenet
Education
Harvard Business School
Management Essentials
Stratford University
Master's degree, Computer and Information Systems Security/Information Assurance
Patti Jeanne Barry's Ameriprise Financial Services, Inc. Experience 2001 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Girl Scouts of Wellesley 2011 - 2012
Wellesley Parents Advisory Council for Special Education June 2008 - June 2010
Ameriprise Financial Services, Inc. 2001 - 2005
Breakaway Solutions October 2000 - September 2001
Ameriprise Financial Services, Inc. 1996 - 2000
Skills
Start-ups, Strategic Financial..., CRM, Public Speaking, Leadership, Fitness Training
Education
Harvard College 1984 — 1988
Bachelor's degree, Economics
Girl Scouts of Wellesley 2011 - 2012
Wellesley Parents Advisory Council for Special Education June 2008 - June 2010
Ameriprise Financial Services, Inc. 2001 - 2005
Breakaway Solutions October 2000 - September 2001
Ameriprise Financial Services, Inc. 1996 - 2000
Skills
Start-ups, Strategic Financial..., CRM, Public Speaking, Leadership, Fitness Training
Education
Harvard College 1984 — 1988
Bachelor's degree, Economics
Van R. Whiting, Jr., Ph.D. Van R. Whiting, Jr., Ph.D.'s Ameriprise Financial Services, Inc. Experience August 2006 - December 2009
Job Principal at OneMoney Financial
Industry Financial Services
Experience
OneMoney Financial October 2011 - Present
OneGlobal Corporation January 1999 - Present
Ameriprise Financial Services, Inc. August 2006 - December 2009
UCSD September 1990 - December 2005
Brown University September 1982 - December 1990
Swarthmore College January 1990 - June 1990
University of California, Berkeley January 1981 - August 1982
Skills
Leadership, Mentoring, cross-generational..., portfolio management, family financial..., small business owner..., Start-up Consulting, Early stage enterprise..., Intellectual Property..., Family strategic..., Strategic Planning for..., Start-ups, Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory
Education
Harvard University 1974 — 1981
M.A., Ph.D., Government and business
Yale University 1967 — 1973
B.A. magna cum laude, Political Science
Rutgers University-New Brunswick 1966 — 1966
summer, Math
OneMoney Financial October 2011 - Present
OneGlobal Corporation January 1999 - Present
Ameriprise Financial Services, Inc. August 2006 - December 2009
UCSD September 1990 - December 2005
Brown University September 1982 - December 1990
Swarthmore College January 1990 - June 1990
University of California, Berkeley January 1981 - August 1982
Skills
Leadership, Mentoring, cross-generational..., portfolio management, family financial..., small business owner..., Start-up Consulting, Early stage enterprise..., Intellectual Property..., Family strategic..., Strategic Planning for..., Start-ups, Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory
Education
Harvard University 1974 — 1981
M.A., Ph.D., Government and business
Yale University 1967 — 1973
B.A. magna cum laude, Political Science
Rutgers University-New Brunswick 1966 — 1966
summer, Math
kaha Chkheidze, CFP® kaha Chkheidze, CFP®'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
Mt. Diablo Private Wealth Advisors July 2014 - May 2015
Ameriprise Financial Services, Inc. January 2010 - June 2014
Ameriprise Financial December 2006 - January 2010
Express Scripts and TCF Bank September 2003 - December 2006
NDP -People's Party January 1991 - January 2001
Parliament of Republic of Georgia January 1997 - January 1999
Education
Minnesota State University, Mankato 2011 — 2012
Financial Planning and Services
Hamline University 2003 — 2006
Master’s Degree, Business Administration with Minor in Public Administration
Tbilisi State University 1999 — 2001
Bachelor’s Degree, Law
Georgian State University of Subtropical Agriculture 1989 — 1994
Ameriprise Financial Services, Inc. May 2015 - Present
Mt. Diablo Private Wealth Advisors July 2014 - May 2015
Ameriprise Financial Services, Inc. January 2010 - June 2014
Ameriprise Financial December 2006 - January 2010
Express Scripts and TCF Bank September 2003 - December 2006
NDP -People's Party January 1991 - January 2001
Parliament of Republic of Georgia January 1997 - January 1999
Education
Minnesota State University, Mankato 2011 — 2012
Financial Planning and Services
Hamline University 2003 — 2006
Master’s Degree, Business Administration with Minor in Public Administration
Tbilisi State University 1999 — 2001
Bachelor’s Degree, Law
Georgian State University of Subtropical Agriculture 1989 — 1994
Jeanine A. Heran's Ameriprise Financial Services, Inc. Experience February 2013 - August 2014
Job Office Assistant at Bill Hamilton Roofing, Inc
Industry Construction
Experience
Bill Hamilton Roofing, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - August 2014
NCP College of Nursing July 2012 - December 2012
San Francisco GYROTONIC® April 2012 - June 2012
Solazyme, Inc. August 2010 - July 2011
Air Serv Corporation November 2009 - June 2010
Skills
Oral & Written..., Written Correspondence, Patience, Computer Proficiency, Committed to..., Flexible approach to..., Highly Reliable, punctuality, Teamwork, Process Scheduler, Customer Service, Microsoft Excel, Data Entry, Proofreading grammar..., Telephone etiquette, Outlook, PowerPoint, Effective communication, Negotiation, Microsoft Publisher, QuickBooks, Public Speaking, Etiquette, Microsoft Word, Telephone Skills, Event Planning, Office Management, Coordinating Meetings, Leadership, Accounting, Employee Relations, Access, Interviews, Invoicing, Training, Microsoft Office, Research, Time Management, Human Resources, Recruiting, Inventory Management, Resume Writing, New Hire Orientations, Conflict Resolution, Concur, Meeting Scheduling, Expense Reports, Violin soloist
Education
Heald College-San Francisco 2011 — 2012
Business Administration
Bill Hamilton Roofing, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - August 2014
NCP College of Nursing July 2012 - December 2012
San Francisco GYROTONIC® April 2012 - June 2012
Solazyme, Inc. August 2010 - July 2011
Air Serv Corporation November 2009 - June 2010
Skills
Oral & Written..., Written Correspondence, Patience, Computer Proficiency, Committed to..., Flexible approach to..., Highly Reliable, punctuality, Teamwork, Process Scheduler, Customer Service, Microsoft Excel, Data Entry, Proofreading grammar..., Telephone etiquette, Outlook, PowerPoint, Effective communication, Negotiation, Microsoft Publisher, QuickBooks, Public Speaking, Etiquette, Microsoft Word, Telephone Skills, Event Planning, Office Management, Coordinating Meetings, Leadership, Accounting, Employee Relations, Access, Interviews, Invoicing, Training, Microsoft Office, Research, Time Management, Human Resources, Recruiting, Inventory Management, Resume Writing, New Hire Orientations, Conflict Resolution, Concur, Meeting Scheduling, Expense Reports, Violin soloist
Education
Heald College-San Francisco 2011 — 2012
Business Administration
Jeff Vannatta, CRPC Jeff Vannatta, CRPC's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. November 2010 - December 2014
Education
Harding University 1988 — 1990
Bachelors of Business, Accounting
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. November 2010 - December 2014
Education
Harding University 1988 — 1990
Bachelors of Business, Accounting
J. Andrew Morgan's Ameriprise Financial Services, Inc. Experience October 2013 - May 2014
Job Recent graduate pursuing law school
Industry Law Practice
Experience
Goodwin Procter LLP June 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - May 2014
Southern Tide August 2011 - May 2014
Delta Sigma Phi Fraternity February 2011 - May 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Drohan Tocchio & Morgan December 2011 - June 2013
Paydiant June 2012 - August 2012
Skills
Social Networking, Public Speaking, Event Planning, Fundraising, Social Media Marketing, Public Relations, Event Management, Leadership, Research, Advertising, Teamwork, Customer Service, Team Leadership, Strategic Planning, Facebook, Commutations, Time Management
Education
High Point University 2010 — 2014
B.S.B.A., Economics and Business Administration, Junior
Boston College High School 2006 — 2010
Diploma
Goodwin Procter LLP June 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - May 2014
Southern Tide August 2011 - May 2014
Delta Sigma Phi Fraternity February 2011 - May 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Drohan Tocchio & Morgan December 2011 - June 2013
Paydiant June 2012 - August 2012
Skills
Social Networking, Public Speaking, Event Planning, Fundraising, Social Media Marketing, Public Relations, Event Management, Leadership, Research, Advertising, Teamwork, Customer Service, Team Leadership, Strategic Planning, Facebook, Commutations, Time Management
Education
High Point University 2010 — 2014
B.S.B.A., Economics and Business Administration, Junior
Boston College High School 2006 — 2010
Diploma
Nikki Sorum Nikki Sorum's Ameriprise Financial Services, Inc. Experience 1983 - 1985
Job Divisional Vice President at Thrivent Financial | Connecting Faith & Finances for Good
Industry Financial Services
Experience
Thrivent Financial 2006 - Present
Thrivent Financial 2002 - 2006
RBC Dain Rauscher 1995 - 2002
McKinsey & Company 1987 - 1995
Ameriprise Financial Services, Inc. 1983 - 1985
Skills
Leadership, Investments, Retirement, Financial Services, Asset Allocation, Life Insurance, Strategic Planning, Finance, Sales Management, Public Speaking, Change Management, Securities, IRAs, Retirement Planning, Business Planning, Alternative Investments, Mergers & Acquisitions, FINRA, Wealth Accumulation, Variable Annuities, Education Funding, Women Leaders, Financial Strategies, FINRA Series 7, Investment Strategies, Portfolio Strategies
Education
Harvard Business School
MBA, Business Administration and Management, General
University of Minnesota-Twin Cities
BS, Economics
Pelican Rapids High School
Thrivent Financial 2006 - Present
Thrivent Financial 2002 - 2006
RBC Dain Rauscher 1995 - 2002
McKinsey & Company 1987 - 1995
Ameriprise Financial Services, Inc. 1983 - 1985
Skills
Leadership, Investments, Retirement, Financial Services, Asset Allocation, Life Insurance, Strategic Planning, Finance, Sales Management, Public Speaking, Change Management, Securities, IRAs, Retirement Planning, Business Planning, Alternative Investments, Mergers & Acquisitions, FINRA, Wealth Accumulation, Variable Annuities, Education Funding, Women Leaders, Financial Strategies, FINRA Series 7, Investment Strategies, Portfolio Strategies
Education
Harvard Business School
MBA, Business Administration and Management, General
University of Minnesota-Twin Cities
BS, Economics
Pelican Rapids High School
Betty Reynolds Betty Reynolds's Ameriprise Financial Services, Inc. Experience August 2009 - April 2013
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Ameriprise Financial Services, Inc. August 2009 - April 2013
Center National Bank April 2008 - December 2008
TCF Bank December 2000 - April 2007
TCF 1987 - April 2007
TCF Bank February 1995 - December 2000
Skills
Consumer Lending, Portfolio Management, Investments, Insurance, Retail Banking, Sales Management, Management, Loans, Series 63, Retirement Planning, Team Leadership, Credit
Education
Kaplan 2009 — 2012
Securities Licenses Series 7 and 63
Kaplan 2007 — 2012
Life, Accident, Health Insurance licenses
Hennepin Technical College 1995 — 1995
certs. of completion, Business Management
Wells Fargo April 2013 - Present
Ameriprise Financial Services, Inc. August 2009 - April 2013
Center National Bank April 2008 - December 2008
TCF Bank December 2000 - April 2007
TCF 1987 - April 2007
TCF Bank February 1995 - December 2000
Skills
Consumer Lending, Portfolio Management, Investments, Insurance, Retail Banking, Sales Management, Management, Loans, Series 63, Retirement Planning, Team Leadership, Credit
Education
Kaplan 2009 — 2012
Securities Licenses Series 7 and 63
Kaplan 2007 — 2012
Life, Accident, Health Insurance licenses
Hennepin Technical College 1995 — 1995
certs. of completion, Business Management
Nancy J. Madonna Nancy J. Madonna's Ameriprise Financial Services, Inc. Experience October 2007 - Present
Job Paraplanner at Practice of Thomas L. Reardon, Ameriprise Financial Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2007 - Present
Madonna-Lendvai Investment Properties September 1992 - June 2006
H&R Block January 2003 - April 2005
Riverside Community Care September 1994 - June 1998
University of Pennsylvania May 1988 - July 1993
Education
Harvard University, John F. Kennedy School of Government 1993 — 1994
Master of Public Administration (MPA)
University of Pennsylvania 1987 — 1988
Master of Social Work (MSW)
Villanova University 1978 — 1982
Bachelor of Arts (BA), Political Science and Government, Magna Cum Laude
Ameriprise Financial Services, Inc. October 2007 - Present
Madonna-Lendvai Investment Properties September 1992 - June 2006
H&R Block January 2003 - April 2005
Riverside Community Care September 1994 - June 1998
University of Pennsylvania May 1988 - July 1993
Education
Harvard University, John F. Kennedy School of Government 1993 — 1994
Master of Public Administration (MPA)
University of Pennsylvania 1987 — 1988
Master of Social Work (MSW)
Villanova University 1978 — 1982
Bachelor of Arts (BA), Political Science and Government, Magna Cum Laude
Amanda Karschnik Amanda Karschnik's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Team Leader Brokerage Trades and Money MovementAmeriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. July 2011 - August 2013
Wells Fargo May 2007 - July 2011
Menards November 2003 - May 2007
Skills
Financial Services, Sales Management, Team Management, Management, Customer Service, Equity Trading, Stock Trading, Mutual Funds, Banking, Retail Banking, Series 63, Series 7, Customer Oriented, Sales Process, Inter-personal, Virtual Teams, Problem Solving, Fixed Income Trading, Microsoft Office, Microsoft Excel, Microsoft Word, ThomsonOne, BETA Host, COLA, Coaching, Client Relations Skills, Client Liaison, Close Attention to..., Organized Multi-tasker, Call Centers
Education
Metropolitan State University 2015 — 2016
Bachelor of Science (B.S.), Management
North Hennepin Community College
Associate of Arts and Sciences (AAS), Business Management
Hennepin Technical College
Associate of Arts and Sciences (AAS), Multimedia/Video Production
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. July 2011 - August 2013
Wells Fargo May 2007 - July 2011
Menards November 2003 - May 2007
Skills
Financial Services, Sales Management, Team Management, Management, Customer Service, Equity Trading, Stock Trading, Mutual Funds, Banking, Retail Banking, Series 63, Series 7, Customer Oriented, Sales Process, Inter-personal, Virtual Teams, Problem Solving, Fixed Income Trading, Microsoft Office, Microsoft Excel, Microsoft Word, ThomsonOne, BETA Host, COLA, Coaching, Client Relations Skills, Client Liaison, Close Attention to..., Organized Multi-tasker, Call Centers
Education
Metropolitan State University 2015 — 2016
Bachelor of Science (B.S.), Management
North Hennepin Community College
Associate of Arts and Sciences (AAS), Business Management
Hennepin Technical College
Associate of Arts and Sciences (AAS), Multimedia/Video Production
Christine Nesseth, MBA Christine Nesseth, MBA's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Manager Executive Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Ameriprise Financial Services, Inc. December 2012 - January 2015
Ameriprise Financial Services, Inc. March 2012 - December 2012
Ameriprise Financial July 2011 - February 2012
Ameriprise Financial July 2010 - July 2011
Ameriprise Financial July 2009 - July 2010
Skills
Series 7, Series 63, Certificate in..., Team Leadership, Leading Development..., Team Building, Situational Leadership, Customer Service, Financial Reporting, Investment Banking, Microsoft Office, Microsoft Excel, Retail Banking, Sales, Client Representation, Management, MBA, Financial Services, Finance
Education
Hamline University 2011 — 2012
Master's of Business Administration
University of St. Thomas 2005 — 2009
Bachelor's degree, Spanish and Marketing
Ameriprise Financial Services, Inc. July 2009 - Present
Ameriprise Financial Services, Inc. December 2012 - January 2015
Ameriprise Financial Services, Inc. March 2012 - December 2012
Ameriprise Financial July 2011 - February 2012
Ameriprise Financial July 2010 - July 2011
Ameriprise Financial July 2009 - July 2010
Skills
Series 7, Series 63, Certificate in..., Team Leadership, Leading Development..., Team Building, Situational Leadership, Customer Service, Financial Reporting, Investment Banking, Microsoft Office, Microsoft Excel, Retail Banking, Sales, Client Representation, Management, MBA, Financial Services, Finance
Education
Hamline University 2011 — 2012
Master's of Business Administration
University of St. Thomas 2005 — 2009
Bachelor's degree, Spanish and Marketing
Matt Zilles Matt Zilles's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Team Lead Active Portfolios at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
EHL Hockey September 2011 - Present
St. Croix Valley Recreation Center January 2007 - Present
Ameriprise Financial Services, Inc. June 2014 - April 2015
Ameriprise Financial Services, Inc. April 2011 - June 2014
Ameriprise Financial Services, Inc. April 2011 - October 2012
Northwestern Mutual January 2010 - April 2011
Coca-Cola Enterprises May 2006 - October 2008
Skills
Series 7, Mutual Funds, Retirement, Finance, Asset Allocation, Securities, Strategy, Equities, Series 63, Financial Advisory, Trading, Wealth Management, Investments, Leadership, Portfolio Management
Education
Hamline University 2005 — 2009
Business Management
Ameriprise Financial Services, Inc. April 2015 - Present
EHL Hockey September 2011 - Present
St. Croix Valley Recreation Center January 2007 - Present
Ameriprise Financial Services, Inc. June 2014 - April 2015
Ameriprise Financial Services, Inc. April 2011 - June 2014
Ameriprise Financial Services, Inc. April 2011 - October 2012
Northwestern Mutual January 2010 - April 2011
Coca-Cola Enterprises May 2006 - October 2008
Skills
Series 7, Mutual Funds, Retirement, Finance, Asset Allocation, Securities, Strategy, Equities, Series 63, Financial Advisory, Trading, Wealth Management, Investments, Leadership, Portfolio Management
Education
Hamline University 2005 — 2009
Business Management
Cathy Beltz Cathy Beltz's Ameriprise Financial Services, Inc. Experience August 1996 - February 2011
Job Cashier at Festival Foods
Industry Consumer Services
Experience
Festival Foods September 2013 - Present
ToyRUs September 2012 - April 2014
KellyMitchell Group, Inc/Target Corp. 2011 - 2012
Ameriprise Financial Services, Inc. August 1996 - February 2011
Skills
MS Word, Excel, Lotus..., Customer Service, Microsoft Office, Microsoft Excel, Time Management, Social Media, Teamwork, Leadership, Social Networking, Team Building, Inventory Management
Education
Hennepin Technical College
Festival Foods September 2013 - Present
ToyRUs September 2012 - April 2014
KellyMitchell Group, Inc/Target Corp. 2011 - 2012
Ameriprise Financial Services, Inc. August 1996 - February 2011
Skills
MS Word, Excel, Lotus..., Customer Service, Microsoft Office, Microsoft Excel, Time Management, Social Media, Teamwork, Leadership, Social Networking, Team Building, Inventory Management
Education
Hennepin Technical College
Jessica Putnam Jessica Putnam's Ameriprise Financial Services, Inc. Experience April 2013 - March 2015
Job Business Analyst at BI WORLDWIDE
Industry Human Resources
Experience
BI WORLDWIDE March 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - March 2015
Ameriprise Financial Services, Inc. November 2011 - April 2013
Skills
Microsoft Office, Business Analysis, Customer Service, Microsoft Excel, Banking, Financial Analysis, Process Improvement, Project Management, Leadership, Requirements Analysis, Team Leadership, SDLC, Data Analysis, Time Management, Visio, Business Process..., Budgets, Project Planning, Management, Software Documentation, Requirements Gathering, InvestOne, User Documentation, Process Flow..., Agile & Waterfall..., Agile Application..., Finance, Fund Accounting, Accounting, Access, SQL, Software Quality...
Education
Metropolitan State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Hamline University 2000 — 2004
Bachelor of Arts (BA), Economics and Management
BI WORLDWIDE March 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - March 2015
Ameriprise Financial Services, Inc. November 2011 - April 2013
Skills
Microsoft Office, Business Analysis, Customer Service, Microsoft Excel, Banking, Financial Analysis, Process Improvement, Project Management, Leadership, Requirements Analysis, Team Leadership, SDLC, Data Analysis, Time Management, Visio, Business Process..., Budgets, Project Planning, Management, Software Documentation, Requirements Gathering, InvestOne, User Documentation, Process Flow..., Agile & Waterfall..., Agile Application..., Finance, Fund Accounting, Accounting, Access, SQL, Software Quality...
Education
Metropolitan State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Hamline University 2000 — 2004
Bachelor of Arts (BA), Economics and Management
Lisa Witt's Ameriprise Financial Services, Inc. Experience December 2007 - March 2015
Job Executive Administrative Assistant
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. December 2007 - March 2015
Cooper Bussmann July 2007 - December 2007
Ameriprise Financial Services, Inc. September 2005 - July 2007
DEco Molds, Inc. February 1994 - September 2005
Skills
Finance, Human Resources, Leadership, Operations Management, Corporate Communications, Facilities Management, Import/Export Operations, Quality Control, Accounts Payable, Accounts Receivable, Expense Management, Calendaring, Event Planning, Microsoft Office, Performance Management, Talent Acquisition, Staff Development, Staff Management
Education
Hickey College
Business Administration, Management and Operations
Ameriprise Financial Services, Inc. December 2007 - March 2015
Cooper Bussmann July 2007 - December 2007
Ameriprise Financial Services, Inc. September 2005 - July 2007
DEco Molds, Inc. February 1994 - September 2005
Skills
Finance, Human Resources, Leadership, Operations Management, Corporate Communications, Facilities Management, Import/Export Operations, Quality Control, Accounts Payable, Accounts Receivable, Expense Management, Calendaring, Event Planning, Microsoft Office, Performance Management, Talent Acquisition, Staff Development, Staff Management
Education
Hickey College
Business Administration, Management and Operations
Tina Enberg Tina Enberg's Ameriprise Financial Services, Inc. Experience December 1998 - February 2000
Job Talent Management Consultant at Thrivent Financial
Industry Human Resources
Experience
Thrivent Financial December 2014 - Present
Securian Financial Group January 2010 - December 2014
Securian Financial Group January 2009 - January 2010
Discovery Toys, LLC September 2008 - December 2009
Ameriprise Financial February 2000 - October 2008
Ameriprise Financial Services, Inc. December 1998 - February 2000
Ameriprise Financial Services, Inc. February 1997 - December 1998
Advanced Flex Inc. May 1996 - February 1997
National Camera Exchange May 1994 - May 1996
Ritz Camera & Image June 1992 - September 1993
Skills
Recruiting, Human Resources, Succession Planning, Leadership, Coaching, Leadership Development, Sourcing, Vendor Management, Strategy, Personnel Management, Management, Applicant Tracking..., Program Management, Time Management, Onboarding, Talent Management, Performance Management, Employee Relations, Talent Acquisition, Selection, Personality Assessment, Organizational..., Industrial Psychology, Process Improvement, Relationship Management, Statistics, HRIS, HR Consulting, Strategic HR, Talent Pipelining, Corporate Strategy..., Strategic Vision, Strategic Planning, Strategic Partnerships, Fortune 500, HR Business Partner, Interviewing Skills, College Recruiting, Consulting, Organizational...
Education
Kansas State University 2003 — 2005
M.S., Industrial and Organizational Psychology
Hamline University 1993 — 1997
B.A., Sociology, Psychology
Thrivent Financial December 2014 - Present
Securian Financial Group January 2010 - December 2014
Securian Financial Group January 2009 - January 2010
Discovery Toys, LLC September 2008 - December 2009
Ameriprise Financial February 2000 - October 2008
Ameriprise Financial Services, Inc. December 1998 - February 2000
Ameriprise Financial Services, Inc. February 1997 - December 1998
Advanced Flex Inc. May 1996 - February 1997
National Camera Exchange May 1994 - May 1996
Ritz Camera & Image June 1992 - September 1993
Skills
Recruiting, Human Resources, Succession Planning, Leadership, Coaching, Leadership Development, Sourcing, Vendor Management, Strategy, Personnel Management, Management, Applicant Tracking..., Program Management, Time Management, Onboarding, Talent Management, Performance Management, Employee Relations, Talent Acquisition, Selection, Personality Assessment, Organizational..., Industrial Psychology, Process Improvement, Relationship Management, Statistics, HRIS, HR Consulting, Strategic HR, Talent Pipelining, Corporate Strategy..., Strategic Vision, Strategic Planning, Strategic Partnerships, Fortune 500, HR Business Partner, Interviewing Skills, College Recruiting, Consulting, Organizational...
Education
Kansas State University 2003 — 2005
M.S., Industrial and Organizational Psychology
Hamline University 1993 — 1997
B.A., Sociology, Psychology
Jack Breit's Ameriprise Financial Services, Inc. Experience January 2013 - June 2013
Job Summer Analyst at Basin Holdings
Industry Financial Services
Experience
Harvard University Summer AnalystBasin HoldingsJune 2015 - Present
V3 Capital Partners June 2014 - August 2014
Ameriprise Financial Services, Inc. January 2013 - June 2013
Education
Harvard College 2011 — 2016
Harvard University Summer AnalystBasin HoldingsJune 2015 - Present
V3 Capital Partners June 2014 - August 2014
Ameriprise Financial Services, Inc. January 2013 - June 2013
Education
Harvard College 2011 — 2016
Drew Lukas's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Compliance Examiner, Field Compliance Oversight at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - May 2014
Ameriprise Financial Services, Inc. March 2011 - October 2012
Ameriprise Financial Services, Inc. December 2010 - March 2011
Cbeyond Telecommunications June 2010 - November 2010
Minnesota Thunder PLUS April 2007 - January 2010
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Information Systems
Hamline University 2005 — 2009
Bachelor of Arts, Business Management
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - May 2014
Ameriprise Financial Services, Inc. March 2011 - October 2012
Ameriprise Financial Services, Inc. December 2010 - March 2011
Cbeyond Telecommunications June 2010 - November 2010
Minnesota Thunder PLUS April 2007 - January 2010
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Information Systems
Hamline University 2005 — 2009
Bachelor of Arts, Business Management
Barbara J. Anderson Barbara J. Anderson's Ameriprise Financial Services, Inc. Experience October 2004 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2004 - Present
SCICOM Data Services June 2000 - March 2004
Bi Performance Service June 1998 - May 2000
UnitedHealth Group 1996 - 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Minnesota-Twin Cities 1992 — 1993
Hennepin Technical College
Medical Terminology, Medical/Health Management and Clinical Assistant/Specialist
Ameriprise Financial Services, Inc. October 2004 - Present
SCICOM Data Services June 2000 - March 2004
Bi Performance Service June 1998 - May 2000
UnitedHealth Group 1996 - 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Minnesota-Twin Cities 1992 — 1993
Hennepin Technical College
Medical Terminology, Medical/Health Management and Clinical Assistant/Specialist
Angie Cutler Meek Angie Cutler Meek's Ameriprise Financial Services, Inc. Experience June 2014 - September 2015
Job Financial Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - September 2015
Ameriprise Financial Services, Inc. April 2013 - July 2014
Ameriprise Financial Services, Inc. April 2013 - June 2014
Little Rock Christian Academy March 2008 - May 2010
Education
Louisiana Tech University 1985 — 1988
Bachelor of Science (BS), Mathematics
University of Arkansas at Little Rock 1984 — 1985
Hendrix College 1983 — 1984
Mathematics
Ameriprise Financial Services, Inc. June 2014 - September 2015
Ameriprise Financial Services, Inc. April 2013 - July 2014
Ameriprise Financial Services, Inc. April 2013 - June 2014
Little Rock Christian Academy March 2008 - May 2010
Education
Louisiana Tech University 1985 — 1988
Bachelor of Science (BS), Mathematics
University of Arkansas at Little Rock 1984 — 1985
Hendrix College 1983 — 1984
Mathematics
Mark Cool Mark Cool's Ameriprise Financial Services, Inc. Experience May 1999 - December 2009
Job Portfolio Manager at Split Rock Private Trading & Wealth Management LLC
Industry Investment Management
Experience
Split Rock Private Trading and Wealth Management January 2010 - Present
Ameriprise Financial Services, Inc. May 1999 - December 2009
Education
University of Minnesota-Duluth 1997 — 1999
Bachelor of Business Administration, Marketing
Hibbing Community College-A Technical and Community College
AA
Split Rock Private Trading and Wealth Management January 2010 - Present
Ameriprise Financial Services, Inc. May 1999 - December 2009
Education
University of Minnesota-Duluth 1997 — 1999
Bachelor of Business Administration, Marketing
Hibbing Community College-A Technical and Community College
AA
Kerry Pike Kerry Pike's Ameriprise Financial Services, Inc. Experience 1996 - 2000
Job
Industry Financial Services
Experience
CP Associates August 2010 - Present
Parakletos Capital 2008 - 2010
Morgan Stanley 2005 - 2008
Polaris Publishing 2000 - 2005
Ameriprise Financial Services, Inc. 1996 - 2000
Orion Instruments 1994 - 1996
Sterling Executive Homes 1987 - 1994
Skills
Marketing, Executive Management, Business Development, Wealth Management, Finance, Mergers, Strategy, Financial Modeling, Business Strategy, Entrepreneurship, Investments, Strategic Partnerships, Strategic Planning, Mergers & Acquisitions, Asset Managment, Small Business, Investment Strategies, Start-ups, Management, Venture Capital, Cash Management, Sales, Management Consulting, Networking, Leadership, Asset Management
Education
Harvard Business School 1975 — 1977
MBA
Oakland University 1968 — 1974
MSEE
Oakland University 1965 — 1968
BSEE
CP Associates August 2010 - Present
Parakletos Capital 2008 - 2010
Morgan Stanley 2005 - 2008
Polaris Publishing 2000 - 2005
Ameriprise Financial Services, Inc. 1996 - 2000
Orion Instruments 1994 - 1996
Sterling Executive Homes 1987 - 1994
Skills
Marketing, Executive Management, Business Development, Wealth Management, Finance, Mergers, Strategy, Financial Modeling, Business Strategy, Entrepreneurship, Investments, Strategic Partnerships, Strategic Planning, Mergers & Acquisitions, Asset Managment, Small Business, Investment Strategies, Start-ups, Management, Venture Capital, Cash Management, Sales, Management Consulting, Networking, Leadership, Asset Management
Education
Harvard Business School 1975 — 1977
MBA
Oakland University 1968 — 1974
MSEE
Oakland University 1965 — 1968
BSEE
Phoebe Hettel's Ameriprise Financial Services, Inc. Experience July 2013 - April 2014
Job Associate Manager, Brand Partnerships at Woven
Industry Online Media
Experience
Woven March 2015 - Present
Woven April 2014 - March 2015
Ameriprise Financial Services, Inc. July 2013 - April 2014
Ameriprise Financial Services, Inc. January 2012 - June 2013
Harbor High School, Palo Alto Elite, SLV High School, Main Beach Volleyball Club and Camps January 2007 - November 2011
Skills
Retirement Planning, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Leadership, Management, Online Advertising, Social Media Marketing, Marketing, Advertising, Social Networking, Social Media, Facebook
Education
University of California, Santa Cruz 2009 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Hawaii Pacific University 2008 — 2009
Business, Management, Marketing, and Related Support Services
Woven March 2015 - Present
Woven April 2014 - March 2015
Ameriprise Financial Services, Inc. July 2013 - April 2014
Ameriprise Financial Services, Inc. January 2012 - June 2013
Harbor High School, Palo Alto Elite, SLV High School, Main Beach Volleyball Club and Camps January 2007 - November 2011
Skills
Retirement Planning, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Leadership, Management, Online Advertising, Social Media Marketing, Marketing, Advertising, Social Networking, Social Media, Facebook
Education
University of California, Santa Cruz 2009 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Hawaii Pacific University 2008 — 2009
Business, Management, Marketing, and Related Support Services
Jeffrey Hanselman's Ameriprise Financial Services, Inc. Experience January 2008 - January 2010
Job Network Analyst at Ford Motor Company
Industry Information Technology and Services
Experience
Ford Motor Company June 2010 - Present
Ameriprise Financial Services, Inc. January 2008 - January 2010
HR Block Financial Services 2005 - 2008
H&R Block 2000 - 2005
Olde Corporation 1997 - 2000
MCD Corporation 1986 - 1997
Skills
Business Analysis, Visio, ITIL, Network Administration, Network Analyst, Network Monitoring, Windows Administration, Network Monitoring Tools
Education
Henry Ford Community College 2010 — 2011
Cisco CCNA
Ford Motor Company June 2010 - Present
Ameriprise Financial Services, Inc. January 2008 - January 2010
HR Block Financial Services 2005 - 2008
H&R Block 2000 - 2005
Olde Corporation 1997 - 2000
MCD Corporation 1986 - 1997
Skills
Business Analysis, Visio, ITIL, Network Administration, Network Analyst, Network Monitoring, Windows Administration, Network Monitoring Tools
Education
Henry Ford Community College 2010 — 2011
Cisco CCNA
Leslie Williams, MS, MSM, APMA's Ameriprise Financial Services, Inc. Experience February 2005 - Present
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2005 - Present
Education
MIT Sloan School of Management 1982 — 1983
MSM, Finance
Yale University 1976 — 1979
MS, Physics
Harvey Mudd College 1972 — 1976
BS, Mathematical Physics
Ameriprise Financial Services, Inc. February 2005 - Present
Education
MIT Sloan School of Management 1982 — 1983
MSM, Finance
Yale University 1976 — 1979
MS, Physics
Harvey Mudd College 1972 — 1976
BS, Mathematical Physics
Matt Jacobs's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Director, Vendor Relations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Best Buy July 2013 - June 2014
Best Buy August 2011 - July 2013
Best Buy March 2010 - August 2011
Merrill Corporation April 2005 - March 2010
Marco December 2001 - April 2005
Stringer Business Systems, Inc. June 1999 - December 2001
Skills
Strategic Sourcing, Building Relationships, Procurement, Business Strategy, Sourcing, Contract Negotiation, Supplier Negotiation, Vendor Management, Purchasing, Cross-functional Team..., Management, Supply Management, Negotiation, Outsourcing, Process Improvement, Management Consulting, Strategic Planning, Supply Chain, Business Process..., Strategy, Leadership, Project Management, Product Development, Supply Chain Management, Inventory Management, Retail, Team Building, Pricing, Competitive Analysis, Team Leadership, Account Management, Operations Management
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Master of Business Administration (M.B.A.), Strategic Management & Supply Chain Consulting
Hamline University 1995 — 1999
B.A., Sociology
Ameriprise Financial Services, Inc. June 2014 - Present
Best Buy July 2013 - June 2014
Best Buy August 2011 - July 2013
Best Buy March 2010 - August 2011
Merrill Corporation April 2005 - March 2010
Marco December 2001 - April 2005
Stringer Business Systems, Inc. June 1999 - December 2001
Skills
Strategic Sourcing, Building Relationships, Procurement, Business Strategy, Sourcing, Contract Negotiation, Supplier Negotiation, Vendor Management, Purchasing, Cross-functional Team..., Management, Supply Management, Negotiation, Outsourcing, Process Improvement, Management Consulting, Strategic Planning, Supply Chain, Business Process..., Strategy, Leadership, Project Management, Product Development, Supply Chain Management, Inventory Management, Retail, Team Building, Pricing, Competitive Analysis, Team Leadership, Account Management, Operations Management
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Master of Business Administration (M.B.A.), Strategic Management & Supply Chain Consulting
Hamline University 1995 — 1999
B.A., Sociology
Lisa Brown, CPA, MBA's Ameriprise Financial Services, Inc. Experience February 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1992 - Present
Highfield & Associates, a financial advisory practive of Ameriprise Financial February 1992 - Present
Armco Steel Corporation April 1979 - March 1992
Education
Xavier University - Williams College of Business 1978 — 1980
MBA, Accounting Concentration
Hanover College 1973 — 1977
BA, Accounting
Middletown High School 1970 — 1973
Landmark Education
Ameriprise Financial Services, Inc. February 1992 - Present
Highfield & Associates, a financial advisory practive of Ameriprise Financial February 1992 - Present
Armco Steel Corporation April 1979 - March 1992
Education
Xavier University - Williams College of Business 1978 — 1980
MBA, Accounting Concentration
Hanover College 1973 — 1977
BA, Accounting
Middletown High School 1970 — 1973
Landmark Education
Paula M. Holland's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Lead Field Implementation Manager at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial 2003 - 2013
Ameriprise Financial Services, Inc. 1995 - 2003
Skills
Vendor Management, Process Improvement, Training, Instructional Design, Project Management, PeopleSoft, Business Process..., Strategic Planning, E-Learning, Needs Analysis, Instructor-led Training, Business Analysis, Change Management, Management, Technical Writing, ADDIE, Blended Learning, Onboarding, Training Delivery, Performance Management, Captivate, Project Delivery, Outsourcing, Consulting, Integration, Soft Skills, Distance Learning, Learning Management, Financial Services, Strategy, Visio
Education
University of St. Thomas 1998 — 2000
Training Design Certification, Training Design and Development
Hennepin Technical College 1991 — 1992
CNA/HHA Certification, CNA/HHA Program
Brooklyn Center High School 1981 — 1987
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial 2003 - 2013
Ameriprise Financial Services, Inc. 1995 - 2003
Skills
Vendor Management, Process Improvement, Training, Instructional Design, Project Management, PeopleSoft, Business Process..., Strategic Planning, E-Learning, Needs Analysis, Instructor-led Training, Business Analysis, Change Management, Management, Technical Writing, ADDIE, Blended Learning, Onboarding, Training Delivery, Performance Management, Captivate, Project Delivery, Outsourcing, Consulting, Integration, Soft Skills, Distance Learning, Learning Management, Financial Services, Strategy, Visio
Education
University of St. Thomas 1998 — 2000
Training Design Certification, Training Design and Development
Hennepin Technical College 1991 — 1992
CNA/HHA Certification, CNA/HHA Program
Brooklyn Center High School 1981 — 1987
Justin Woelper's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Ferris Baker Watts 2005 - 2013
RBC Wealth Management 2005 - 2013
morgan stanley 1996 - 2005
Education
Hampden-Sydney College 1988 — 1992
st pauls school
Ameriprise Financial Services, Inc. October 2013 - Present
Ferris Baker Watts 2005 - 2013
RBC Wealth Management 2005 - 2013
morgan stanley 1996 - 2005
Education
Hampden-Sydney College 1988 — 1992
st pauls school
Nick Padgett's Ameriprise Financial Services, Inc. Experience August 2007 - February 2008
Job Insurance Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance September 2012 - Present
Select Mortgage & Financial Services April 2009 - November 2009
Ameriprise Financial Services, Inc. August 2007 - February 2008
Maxim Healthcare Services February 2006 - July 2007
Skills
FHA, USDA, Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, Finance, Insurance, Investments, Cold Calling, Strategic Financial..., Retirement Planning, Referrals, Loan Origination, Financial Services
Education
University of Tennessee-Knoxville - College of Business Administration 2003 — 2005
Bachelor of Science (B.S.), Business Administration, Management and Operations
Farmers Insurance September 2012 - Present
Select Mortgage & Financial Services April 2009 - November 2009
Ameriprise Financial Services, Inc. August 2007 - February 2008
Maxim Healthcare Services February 2006 - July 2007
Skills
FHA, USDA, Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, Finance, Insurance, Investments, Cold Calling, Strategic Financial..., Retirement Planning, Referrals, Loan Origination, Financial Services
Education
University of Tennessee-Knoxville - College of Business Administration 2003 — 2005
Bachelor of Science (B.S.), Business Administration, Management and Operations
Thomas Gooch's Ameriprise Financial Services, Inc. Experience August 2007 - Present
Job Manager – Print Production | Marketing Services at Ameriprise Financial
Industry Printing
Experience
Ameriprise Financial Services, Inc. August 2007 - Present
Cargill February 2002 - August 2007
Cargill August 1993 - February 2002
Cargill March 1983 - August 1993
Skills
Direct Marketing, Marketing Communications, Advertising, Email Marketing, Adobe Acrobat, Integrated Marketing, Account Management, Print Management, Marketing Strategy, Marketing, Project Management, People Skills, People Development, Negotiation, Procurement, Managed Print Services, Strategic Planning, Strategy, Direct Mail, Vendor Management, Process Improvement, QuarkXPress, Microsoft Excel, Financial Services, Customer Service, Pre-press, Digital Printing
Education
Hennepin Technical College 1988 — 1991
Graphic Design
Pillsbury College 1974 — 1976
Business
North Hennepin Community College
Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. August 2007 - Present
Cargill February 2002 - August 2007
Cargill August 1993 - February 2002
Cargill March 1983 - August 1993
Skills
Direct Marketing, Marketing Communications, Advertising, Email Marketing, Adobe Acrobat, Integrated Marketing, Account Management, Print Management, Marketing Strategy, Marketing, Project Management, People Skills, People Development, Negotiation, Procurement, Managed Print Services, Strategic Planning, Strategy, Direct Mail, Vendor Management, Process Improvement, QuarkXPress, Microsoft Excel, Financial Services, Customer Service, Pre-press, Digital Printing
Education
Hennepin Technical College 1988 — 1991
Graphic Design
Pillsbury College 1974 — 1976
Business
North Hennepin Community College
Business, Management, Marketing, and Related Support Services
Cheryl Portesan's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Sr. Business Project Coordinator, External Reporting, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. January 2007 - August 2012
Cenveo October 2003 - November 2006
Freelance Creative December 2001 - October 2003
ING June 1987 - November 2001
Skills
Process Improvement, Graphic Design, Graphics, Microsoft Office, PowerPoint, Customer Service, Leadership, MS Project, Microsoft Word, SharePoint, Software Documentation, Adobe Acrobat, Microsoft Excel, Social Media, Access, Marketing, Analysis, Finance, Strategic Planning, Team Building, Cross-functional Team..., Photoshop, Project Management
Education
Hennepin Technical College 1986 — 1988
Graphic Communications/Design, Graphic Communications/Design
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. January 2007 - August 2012
Cenveo October 2003 - November 2006
Freelance Creative December 2001 - October 2003
ING June 1987 - November 2001
Skills
Process Improvement, Graphic Design, Graphics, Microsoft Office, PowerPoint, Customer Service, Leadership, MS Project, Microsoft Word, SharePoint, Software Documentation, Adobe Acrobat, Microsoft Excel, Social Media, Access, Marketing, Analysis, Finance, Strategic Planning, Team Building, Cross-functional Team..., Photoshop, Project Management
Education
Hennepin Technical College 1986 — 1988
Graphic Communications/Design, Graphic Communications/Design
Eve O'Reilly-Keddy's Ameriprise Financial Services, Inc. Experience April 1995 - Present
Job Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1995 - Present
West Point Pepperell January 1990 - December 1994
Littlefield & O'Reilly's June 1986 - December 1989
Department of the State Auditor, Massachusetts January 1983 - January 1986
Carter Hawley Hale July 1982 - January 1983
Wamsutta Mills October 1980 - June 1982
Filene's June 1979 - September 1980
Education
Harvard University 1975 — 1979
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. April 1995 - Present
West Point Pepperell January 1990 - December 1994
Littlefield & O'Reilly's June 1986 - December 1989
Department of the State Auditor, Massachusetts January 1983 - January 1986
Carter Hawley Hale July 1982 - January 1983
Wamsutta Mills October 1980 - June 1982
Filene's June 1979 - September 1980
Education
Harvard University 1975 — 1979
Bachelor of Science, Economics
Ernest Hope's Ameriprise Financial Services, Inc. Experience August 2007 - December 2008
Job Attorney
Industry Legal Services
Experience
CPA Global January 2011 - Present
CPA Global August 2009 - July 2010
Ameriprise Financial Services, Inc. August 2007 - December 2008
Ameriprise Financial February 2006 - June 2007
Thomson West May 2005 - September 2005
Skills
Westlaw, Trademarks, Legal Writing, Legal Research, Litigation, Contract Negotiation, Corporate Law, Research, Intellectual Property, Litigation Support, Legal Assistance, Document Review
Education
Hamline University School of Law 2001 — 2004
J.D.
CPA Global January 2011 - Present
CPA Global August 2009 - July 2010
Ameriprise Financial Services, Inc. August 2007 - December 2008
Ameriprise Financial February 2006 - June 2007
Thomson West May 2005 - September 2005
Skills
Westlaw, Trademarks, Legal Writing, Legal Research, Litigation, Contract Negotiation, Corporate Law, Research, Intellectual Property, Litigation Support, Legal Assistance, Document Review
Education
Hamline University School of Law 2001 — 2004
J.D.
Caleb Nicholson's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Compliance Analyst at Ameriprise Financial
Industry Law Practice
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Thomson Reuters April 2014 - August 2015
Thomson Reuters November 2013 - April 2014
Best Buy January 2013 - April 2013
LegalCORPS January 2012 - May 2012
4th Judicial District of Minnesota September 2011 - April 2012
LegalCORPS August 2011 - February 2012
University of Wisconsin - Superior August 2007 - May 2010
University of Wisconsin - Superior September 2006 - May 2010
Skills
Legal Writing, Corporate Governance, Westlaw, Legal Research, PowerPoint, Legal Issues, Corporate Law, Document Drafting, Microsoft Excel, Microsoft Word, Tax Law, LexisNexis, Word, Excel, WestlawNext, Contract Review, Adobe Acrobat, Customer Service, Litigation Research, Analysis, Commercial Litigation, Litigation
Education
Hamline University School of Law 2010 — 2013
Juris Doctor (J.D.), Law, Cum Laude
Jönköping University 2012 — 2012
Study Abroad, Studied Taxation within the European Union
University of Wisconsin-Superior 2006 — 2010
Bachelor's Degree, Legal Studies and Philosophy, Magna Cum Laude
Ameriprise Financial Services, Inc. August 2015 - Present
Thomson Reuters April 2014 - August 2015
Thomson Reuters November 2013 - April 2014
Best Buy January 2013 - April 2013
LegalCORPS January 2012 - May 2012
4th Judicial District of Minnesota September 2011 - April 2012
LegalCORPS August 2011 - February 2012
University of Wisconsin - Superior August 2007 - May 2010
University of Wisconsin - Superior September 2006 - May 2010
Skills
Legal Writing, Corporate Governance, Westlaw, Legal Research, PowerPoint, Legal Issues, Corporate Law, Document Drafting, Microsoft Excel, Microsoft Word, Tax Law, LexisNexis, Word, Excel, WestlawNext, Contract Review, Adobe Acrobat, Customer Service, Litigation Research, Analysis, Commercial Litigation, Litigation
Education
Hamline University School of Law 2010 — 2013
Juris Doctor (J.D.), Law, Cum Laude
Jönköping University 2012 — 2012
Study Abroad, Studied Taxation within the European Union
University of Wisconsin-Superior 2006 — 2010
Bachelor's Degree, Legal Studies and Philosophy, Magna Cum Laude
Patti Frieling's Ameriprise Financial Services, Inc. Experience October 2000 - October 2004
Job Administrative Assistant
Industry Chemicals
Experience
Smith & Nephew Orthopaedics January 2010 - November 2014
Lakes Area Realty March 2008 - January 2010
Dynamic Success LLC January 2005 - March 2008
Ameriprise Financial Services, Inc. October 2000 - October 2004
Ameriprise Financial Services, Inc. October 1998 - October 2000
Skills
Organization Skills, Skilled Multi-tasker, Microsoft Excel, Microsoft Word, Interpersonal Skills, Office Administration, Microsoft Office
Education
Hennepin Technical College 1992 — 1993
Certificate in Medical Transcription
Smith & Nephew Orthopaedics January 2010 - November 2014
Lakes Area Realty March 2008 - January 2010
Dynamic Success LLC January 2005 - March 2008
Ameriprise Financial Services, Inc. October 2000 - October 2004
Ameriprise Financial Services, Inc. October 1998 - October 2000
Skills
Organization Skills, Skilled Multi-tasker, Microsoft Excel, Microsoft Word, Interpersonal Skills, Office Administration, Microsoft Office
Education
Hennepin Technical College 1992 — 1993
Certificate in Medical Transcription
Emily Clodfelter's Ameriprise Financial Services, Inc. Experience May 2007 - September 2007
Job Research Assistant Masters of Architecture Student
Industry Architecture & Planning
Experience
UNC Charlotte August 2014 - Present
City of Greensboro September 2011 - Present
Valor Security Services September 2007 - August 2011
Ameriprise Financial Services, Inc. May 2007 - September 2007
YMCA September 2001 - August 2007
International Home Furnishings Association August 2006 - May 2007
Skills
Criminal Justice, Enforcement, Police, Crime Prevention, Emergency Management, Patrol, Firearms, Investigation, Interrogation, AutoCAD Architecture, SketchUp, Rhinoceros, Hand Drafting, Digital Photography, Adobe Creative Suite, Sketching, Architectural Design, Model Building, Architecture Modeling, Law Enforcement
Education
University of North Carolina at Charlotte 2014 — 2017
Master of Architecture (M.Arch.), Architecture
High Point University 2003 — 2007
B.S., Business
UNC Charlotte August 2014 - Present
City of Greensboro September 2011 - Present
Valor Security Services September 2007 - August 2011
Ameriprise Financial Services, Inc. May 2007 - September 2007
YMCA September 2001 - August 2007
International Home Furnishings Association August 2006 - May 2007
Skills
Criminal Justice, Enforcement, Police, Crime Prevention, Emergency Management, Patrol, Firearms, Investigation, Interrogation, AutoCAD Architecture, SketchUp, Rhinoceros, Hand Drafting, Digital Photography, Adobe Creative Suite, Sketching, Architectural Design, Model Building, Architecture Modeling, Law Enforcement
Education
University of North Carolina at Charlotte 2014 — 2017
Master of Architecture (M.Arch.), Architecture
High Point University 2003 — 2007
B.S., Business
Christopher Claus's Ameriprise Financial Services, Inc. Experience October 2011 - April 2012
Job Principal Consultant at CCubed Client Support Services
Industry Information Technology and Services
Experience
C-Cubed Client Support Services November 2013 - Present
C-Cubed Client Support Services May 2013 - Present
OptumHealth December 2012 - May 2013
UnitedHealth Group November 2012 - May 2013
Deluxe Corporation September 2012 - December 2012
Wells Fargo April 2012 - September 2012
Ameriprise Financial Services, Inc. October 2011 - April 2012
Best Buy April 2011 - June 2011
Allianz December 2010 - April 2011
UnitedHealth Group August 2010 - December 2010
Skills
Vendor Management, Business Process..., Business Analysis, Process Improvement, PMO, SDLC, Project Portfolio..., Visio, Software Documentation, Requirements Gathering, Project Management, Business Process, Business Intelligence, Consulting
Education
Hamline University 1980 — 1984
BA, Business Administration
C-Cubed Client Support Services November 2013 - Present
C-Cubed Client Support Services May 2013 - Present
OptumHealth December 2012 - May 2013
UnitedHealth Group November 2012 - May 2013
Deluxe Corporation September 2012 - December 2012
Wells Fargo April 2012 - September 2012
Ameriprise Financial Services, Inc. October 2011 - April 2012
Best Buy April 2011 - June 2011
Allianz December 2010 - April 2011
UnitedHealth Group August 2010 - December 2010
Skills
Vendor Management, Business Process..., Business Analysis, Process Improvement, PMO, SDLC, Project Portfolio..., Visio, Software Documentation, Requirements Gathering, Project Management, Business Process, Business Intelligence, Consulting
Education
Hamline University 1980 — 1984
BA, Business Administration
Jerran Etherly's Ameriprise Financial Services, Inc. Experience August 2004 - April 2006
Job Business Manager/Consultant
Industry Real Estate
Experience
OneDetroit Financial Centers LLC August 2012 - October 2014
A. PEARL, LLC June 2005 - October 2014
Ameriprise Financial Services, Inc. August 2004 - April 2006
AXA Advisors 2003 - 2004
Skills
Banking, Retirement Planning, Life Insurance, Sales, Health Insurance, Strategic Planning, Investments, Insurance, Project Management, Term Life Insurance, Fixed Annuities, New Business Development, Finance, Wealth Management, Team Building, Property & Casualty..., Strategic Financial..., Retirement, Asset Managment, Financial Advisory, Real Estate, Investment Properties
Education
Henderson State University 1989 — 1993
B.B.A., Business Management
University of Arkansas of Pine Bluff
Education
OneDetroit Financial Centers LLC August 2012 - October 2014
A. PEARL, LLC June 2005 - October 2014
Ameriprise Financial Services, Inc. August 2004 - April 2006
AXA Advisors 2003 - 2004
Skills
Banking, Retirement Planning, Life Insurance, Sales, Health Insurance, Strategic Planning, Investments, Insurance, Project Management, Term Life Insurance, Fixed Annuities, New Business Development, Finance, Wealth Management, Team Building, Property & Casualty..., Strategic Financial..., Retirement, Asset Managment, Financial Advisory, Real Estate, Investment Properties
Education
Henderson State University 1989 — 1993
B.B.A., Business Management
University of Arkansas of Pine Bluff
Education
Jason Fiala's Ameriprise Financial Services, Inc. Experience September 2005 - December 2005
Job IT Professional
Industry Legal Services
Experience
Robins Kaplan LLP January 2010 - June 2015
Dorsey & Whitney LLP December 2005 - June 2009
Ameriprise Financial Services, Inc. September 2005 - December 2005
Ameriprise Financial Services, Inc. May 2000 - September 2005
Ameriprise Financial Services, Inc. August 1999 - May 2000
Skills
Technical Support, Troubleshooting, Computer Hardware, Microsoft Office, Customer Service, Information Technology..., Printer Fleet Management, Desktop Deployment, Software Documentation, Remote Desktop, Managing Workflow, Deadline Negotiation, Legal Document..., Document Scanning..., Active Directory, Cisco VPN, Citrix XenApp, Citrix, Document Management, Incident Reporting, Mobile Devices, Access, PowerPoint, Microsoft Excel, OS X, Outlook, Windows, Microsoft Word, Windows XP, Windows 7, Windows 8.1, Digital Transcription..., Adobe Acrobat, Software Installation, IT Project & Program..., Windows 10
Education
Hennepin Technical College 2011 — 2013
Associate of Science (A.S.), Desktop Support
Normandale Community College 2009 — 2011
General Education
Robins Kaplan LLP January 2010 - June 2015
Dorsey & Whitney LLP December 2005 - June 2009
Ameriprise Financial Services, Inc. September 2005 - December 2005
Ameriprise Financial Services, Inc. May 2000 - September 2005
Ameriprise Financial Services, Inc. August 1999 - May 2000
Skills
Technical Support, Troubleshooting, Computer Hardware, Microsoft Office, Customer Service, Information Technology..., Printer Fleet Management, Desktop Deployment, Software Documentation, Remote Desktop, Managing Workflow, Deadline Negotiation, Legal Document..., Document Scanning..., Active Directory, Cisco VPN, Citrix XenApp, Citrix, Document Management, Incident Reporting, Mobile Devices, Access, PowerPoint, Microsoft Excel, OS X, Outlook, Windows, Microsoft Word, Windows XP, Windows 7, Windows 8.1, Digital Transcription..., Adobe Acrobat, Software Installation, IT Project & Program..., Windows 10
Education
Hennepin Technical College 2011 — 2013
Associate of Science (A.S.), Desktop Support
Normandale Community College 2009 — 2011
General Education
DJ Harris CFP, CIMA's Ameriprise Financial Services, Inc. Experience March 1997 - April 2004
Job Client Advisor, JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan April 2010 - Present
ING Investment Management March 2006 - March 2010
HNFS - Intersecurities April 2004 - February 2006
Ameriprise Financial Services, Inc. March 1997 - April 2004
Education
Harding University 1994 — 1998
JP Morgan April 2010 - Present
ING Investment Management March 2006 - March 2010
HNFS - Intersecurities April 2004 - February 2006
Ameriprise Financial Services, Inc. March 1997 - April 2004
Education
Harding University 1994 — 1998
Joanna Kelzenberg's Ameriprise Financial Services, Inc. Experience January 2003 - February 2008
Job Vice President Insurance Services at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners December 2008 - Present
Ameriprise Financial Services, Inc. January 2003 - February 2008
Skills
Series 7, Strategic Financial..., Investments, Insurance, Estate Planning
Education
Hamline University
BA, Economics
NorthRock Partners December 2008 - Present
Ameriprise Financial Services, Inc. January 2003 - February 2008
Skills
Series 7, Strategic Financial..., Investments, Insurance, Estate Planning
Education
Hamline University
BA, Economics
Andy Adair's Ameriprise Financial Services, Inc. Experience August 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1998 - Present
Education
Hillsdale College 1992 — 1996
Bachelor of Arts, Business Administration/Finance
Ameriprise Financial Services, Inc. August 1998 - Present
Education
Hillsdale College 1992 — 1996
Bachelor of Arts, Business Administration/Finance
Julien Seals's Ameriprise Financial Services, Inc. Experience August 2006 - January 2007
Job Sr. Operations Business Analyst Expense Management
Industry Retail
Experience
The Home Depot April 2014 - Present
Tennessee Valley Authority May 2013 - April 2014
Tennessee Valley Authority January 2011 - May 2013
SunTrust Bank February 2007 - January 2009
Ameriprise Financial Services, Inc. August 2006 - January 2007
Education
The University of Memphis 2009 — 2010
MBA
Haslam College of Business at the University of Tennessee 2001 — 2005
B.S.
The Home Depot April 2014 - Present
Tennessee Valley Authority May 2013 - April 2014
Tennessee Valley Authority January 2011 - May 2013
SunTrust Bank February 2007 - January 2009
Ameriprise Financial Services, Inc. August 2006 - January 2007
Education
The University of Memphis 2009 — 2010
MBA
Haslam College of Business at the University of Tennessee 2001 — 2005
B.S.
Laura Lyn (Kurtz) Jones's Ameriprise Financial Services, Inc. Experience May 2013 - May 2014
Job Administrative Assistant
Industry Executive Office
Experience
Each One Feed One, International November 2014 - August 2015
Ameriprise Financial Services, Inc. May 2013 - May 2014
Moneta Group March 2006 - May 2013
Burke Capital Group, a division of Morgan Keegan & Co. May 2005 - November 2005
Regions Financial Corporation December 1999 - May 2005
Education
Southern Illinois University, Carbondale 1999 — 2001
BS, Finance
Highland Community College 1997 — 1999
Associate's degree, Business Administration and Management, General
Each One Feed One, International November 2014 - August 2015
Ameriprise Financial Services, Inc. May 2013 - May 2014
Moneta Group March 2006 - May 2013
Burke Capital Group, a division of Morgan Keegan & Co. May 2005 - November 2005
Regions Financial Corporation December 1999 - May 2005
Education
Southern Illinois University, Carbondale 1999 — 2001
BS, Finance
Highland Community College 1997 — 1999
Associate's degree, Business Administration and Management, General
abdulla mamdani's Ameriprise Financial Services, Inc. Experience December 1995 - September 2010
Job Mutual Fund Accountant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds Mutual Fund AccountantHartford FundsJuly 2014 - Present
AA Auto January 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2011
Ameriprise Financial Services, Inc. December 1995 - September 2010
Skills
Mutual Funds, Financial Services, Financial Analysis, Securities, Investments, Retirement Planning, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, 401(K) Retirement Plans
Education
University of St. Thomas 2009 — 2009
Mini MBA, Strategic Marketing Management
Hennepin Technical College 1993 — 1995
Certificate, Microcomputer Specialist
United States International University 1980 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
Hartford Funds Mutual Fund AccountantHartford FundsJuly 2014 - Present
AA Auto January 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2011
Ameriprise Financial Services, Inc. December 1995 - September 2010
Skills
Mutual Funds, Financial Services, Financial Analysis, Securities, Investments, Retirement Planning, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, 401(K) Retirement Plans
Education
University of St. Thomas 2009 — 2009
Mini MBA, Strategic Marketing Management
Hennepin Technical College 1993 — 1995
Certificate, Microcomputer Specialist
United States International University 1980 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
Matthew Bonniwell's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Compliance Analyst at Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. March 2009 - September 2011
Ameriprise Financial Services, Inc. March 2009 - March 2010
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Strategic Financial..., Investments, Asset Allocation, Wealth Management, Estate Planning, Financial Advisory, Securities, Fixed Annuities, Investment Strategies, Uniform Combined State..., Financial Analysis, Asset Management, Portfolio Management, Equities, Insurance
Education
Hamline University School of Law 2011 — 2015
Doctor of Law (JD)
University of Puget Sound 2004 — 2008
Economics
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. March 2009 - September 2011
Ameriprise Financial Services, Inc. March 2009 - March 2010
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Strategic Financial..., Investments, Asset Allocation, Wealth Management, Estate Planning, Financial Advisory, Securities, Fixed Annuities, Investment Strategies, Uniform Combined State..., Financial Analysis, Asset Management, Portfolio Management, Equities, Insurance
Education
Hamline University School of Law 2011 — 2015
Doctor of Law (JD)
University of Puget Sound 2004 — 2008
Economics
Charles Thensted's Ameriprise Financial Services, Inc. Experience March 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2002 - Present
Tulane University January 1984 - Present
State of Louisiana October 1977 - Present
Ameriprise Financial Services, Inc. March 2002 - September 2004
Education
Harvard Law School
LL.M., International Business
Tulane University Law School
J.D., Law
United States Military Academy at West Point
B.S., Science and engineering
University of New Orleans
M.B.A., Business
Ameriprise Financial Services, Inc. March 2002 - Present
Tulane University January 1984 - Present
State of Louisiana October 1977 - Present
Ameriprise Financial Services, Inc. March 2002 - September 2004
Education
Harvard Law School
LL.M., International Business
Tulane University Law School
J.D., Law
United States Military Academy at West Point
B.S., Science and engineering
University of New Orleans
M.B.A., Business
Joe Brostuen's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job
Industry Computer Software
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Delta Air Lines September 2006 - September 2011
SUPERVALU September 2003 - September 2006
Online Business Systems October 1999 - September 2003
Education
Harvard University 2004 — 2008
Masters (ALM)
University of Minnesota-Twin Cities 1996 — 2001
Bachelors
Ameriprise Financial Services, Inc. September 2011 - Present
Delta Air Lines September 2006 - September 2011
SUPERVALU September 2003 - September 2006
Online Business Systems October 1999 - September 2003
Education
Harvard University 2004 — 2008
Masters (ALM)
University of Minnesota-Twin Cities 1996 — 2001
Bachelors
Paul Vang's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Enterprise Architect Storage and Backups, Ameriprise Financial Services Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Merrill Corporation February 2012 - November 2013
Open Systems Tech (Contractor to Bank of America) May 2012 - October 2013
United Health Group October 2008 - April 2012
NetApp August 2005 - October 2008
Technology Service Professionals August 2005 - October 2008
US Army January 1998 - April 2004
Skills
NetApp, SAN, HP EVA, VMware, NAS, Professional Services, Enterprise Storage, Data Migration, SDLC, Brocade Fibre Switches, Cisco Nexus, Customer Service, HP Servers, Hitachi Storage, Active Directory, EMC Storage, IBM SAN, Netbackup, Data Domain, Replication Technologies, Disaster Recovery, Enterprise Architecture, Management, Change Management, IT Audit, ITIL, Virtualization, HP, NetBackup, Storage
Education
Hennepin Technical College 2008 — 2010
AAS Networking, IT
Ameriprise Financial Services, Inc. November 2013 - Present
Merrill Corporation February 2012 - November 2013
Open Systems Tech (Contractor to Bank of America) May 2012 - October 2013
United Health Group October 2008 - April 2012
NetApp August 2005 - October 2008
Technology Service Professionals August 2005 - October 2008
US Army January 1998 - April 2004
Skills
NetApp, SAN, HP EVA, VMware, NAS, Professional Services, Enterprise Storage, Data Migration, SDLC, Brocade Fibre Switches, Cisco Nexus, Customer Service, HP Servers, Hitachi Storage, Active Directory, EMC Storage, IBM SAN, Netbackup, Data Domain, Replication Technologies, Disaster Recovery, Enterprise Architecture, Management, Change Management, IT Audit, ITIL, Virtualization, HP, NetBackup, Storage
Education
Hennepin Technical College 2008 — 2010
AAS Networking, IT
Arlene Villegas's Ameriprise Financial Services, Inc. Experience January 2008 - July 2010
Job Assistant Manager at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car September 2010 - Present
Ameriprise Financial Services, Inc. January 2008 - July 2010
American Savings Bank March 2007 - January 2008
Bank of Hawaii May 2005 - March 2007
Education
Hawaii Pacific University 2002 — 2006
BSBA, Entrepreneurial Studies
Enterprise Rent-A-Car September 2010 - Present
Ameriprise Financial Services, Inc. January 2008 - July 2010
American Savings Bank March 2007 - January 2008
Bank of Hawaii May 2005 - March 2007
Education
Hawaii Pacific University 2002 — 2006
BSBA, Entrepreneurial Studies
Chloe Dawson's Ameriprise Financial Services, Inc. Experience September 2009 - July 2012
Job Direct Support Professional with Mains'l Services
Industry Mental Health Care
Experience
Mains'l Services May 2014 - Present
Special Olympics Minnesota April 2010 - Present
Pinnacle Services, Inc. July 2012 - July 2014
Ameriprise Financial Services, Inc. September 2009 - July 2012
Vail Racquet Club May 2008 - June 2009
Kohl's Department Store October 2006 - March 2008
Education
Hennepin Technical College 2006 — 2007
Child Development, Early Childhood Education
Shakopee High School 2003 — 2006
High School Diploma, General Education
Mains'l Services May 2014 - Present
Special Olympics Minnesota April 2010 - Present
Pinnacle Services, Inc. July 2012 - July 2014
Ameriprise Financial Services, Inc. September 2009 - July 2012
Vail Racquet Club May 2008 - June 2009
Kohl's Department Store October 2006 - March 2008
Education
Hennepin Technical College 2006 — 2007
Child Development, Early Childhood Education
Shakopee High School 2003 — 2006
High School Diploma, General Education
Gary Adkins's Ameriprise Financial Services, Inc. Experience May 1987 - June 2010
Job Service Operations Coordinator II at Carhartt
Industry Information Technology and Services
Experience
Carhartt December 2012 - Present
Stout Systems July 2012 - December 2012
Ameriprise Financial Services, Inc. May 1987 - June 2010
Skills
Disaster Recovery, Data Center, ITIL, System Administration, Troubleshooting, SDLC, Visio, IBM iSeries, Software Documentation, Project Management, IT Management, Change Management, IT Operations, Process Improvement, Program Management, Windows, Requirements Analysis, Vendor Management, Analysis, Business Analysis, Microsoft Office, IT Service Management, Network Administration, SQL, Human Resources, Access, SharePoint, Security, Information Technology, Risk Management, Team Building, Management, Training, Leadership
Education
University of Phoenix
Bachelor of Science (B.S.), Information Technology
Henry Ford Community College
Carhartt December 2012 - Present
Stout Systems July 2012 - December 2012
Ameriprise Financial Services, Inc. May 1987 - June 2010
Skills
Disaster Recovery, Data Center, ITIL, System Administration, Troubleshooting, SDLC, Visio, IBM iSeries, Software Documentation, Project Management, IT Management, Change Management, IT Operations, Process Improvement, Program Management, Windows, Requirements Analysis, Vendor Management, Analysis, Business Analysis, Microsoft Office, IT Service Management, Network Administration, SQL, Human Resources, Access, SharePoint, Security, Information Technology, Risk Management, Team Building, Management, Training, Leadership
Education
University of Phoenix
Bachelor of Science (B.S.), Information Technology
Henry Ford Community College
Nancy Schuster's Ameriprise Financial Services, Inc. Experience March 2006 - July 2008
Job Consultant at Lawthority Consulting LLC
Industry Legal Services
Experience
Lawthority Consulting LLC December 2010 - Present
Minneapolis-St. Paul International Airport August 2008 - July 2010
Ameriprise Financial Services, Inc. March 2006 - July 2008
Pyramid Lake Paiute Indian Tribal Court September 2004 - May 2005
Education
Hamline University School of Law
J.D.
Lawthority Consulting LLC December 2010 - Present
Minneapolis-St. Paul International Airport August 2008 - July 2010
Ameriprise Financial Services, Inc. March 2006 - July 2008
Pyramid Lake Paiute Indian Tribal Court September 2004 - May 2005
Education
Hamline University School of Law
J.D.
Nancy Nefzger's Ameriprise Financial Services, Inc. Experience 1998 - 2004
Job Administrative Assistant/Financial
Industry Financial Services
Experience
Minneapolis Billing SpecialistEnterprise Rent-A-Car2010 - 2011
Bank of Choice August 2005 - November 2008
Ameriprise Financial Services, Inc. 1998 - 2004
US Bank 1983 - 1998
Education
Hibbing Community College-A Technical and Community College 1976 — 1978
Diploma, Business
Hibbing High School 1971 — 1976
Diploma, Business
Minneapolis Billing SpecialistEnterprise Rent-A-Car2010 - 2011
Bank of Choice August 2005 - November 2008
Ameriprise Financial Services, Inc. 1998 - 2004
US Bank 1983 - 1998
Education
Hibbing Community College-A Technical and Community College 1976 — 1978
Diploma, Business
Hibbing High School 1971 — 1976
Diploma, Business
Joshua Arneson's Ameriprise Financial Services, Inc. Experience May 2007 - November 2007
Job Senior Product Consultant at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
UBS Wealth Management December 2012 - June 2014
TIAA-CREF November 2007 - April 2012
Ameriprise Financial Services, Inc. May 2007 - November 2007
Alexander Youth Network May 2006 - January 2007
St Davids Center for Child & Family Development January 2003 - May 2006
Skills
Financial Services, IRAs, Customer Service, Series 7, Wealth Management, Variable Annuities, Mutual Funds, Finance, Retirement Planning, Portfolio Management, Securities, Leadership, Series 63, Asset Allocation, Fixed Annuities, Investments, Time Management
Education
Hamline University 1991 — 1995
Bachelor of Arts (B.A.), Sociology
MetLife August 2014 - Present
UBS Wealth Management December 2012 - June 2014
TIAA-CREF November 2007 - April 2012
Ameriprise Financial Services, Inc. May 2007 - November 2007
Alexander Youth Network May 2006 - January 2007
St Davids Center for Child & Family Development January 2003 - May 2006
Skills
Financial Services, IRAs, Customer Service, Series 7, Wealth Management, Variable Annuities, Mutual Funds, Finance, Retirement Planning, Portfolio Management, Securities, Leadership, Series 63, Asset Allocation, Fixed Annuities, Investments, Time Management
Education
Hamline University 1991 — 1995
Bachelor of Arts (B.A.), Sociology
Mellody Kennedy's Ameriprise Financial Services, Inc. Experience June 2005 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
The Hartford 2008 - 2012
Ameriprise Financial Services, Inc. June 2005 - September 2007
Skills
Customer Experience, Microsoft Office, PowerPoint, Banking, Series 6, Presentations, Time Management, Communication Skills
Education
Hennepin Technical College
Not Yet Obtained, Accounting
Jordan High School
Diploma, General
The Hartford 2008 - 2012
Ameriprise Financial Services, Inc. June 2005 - September 2007
Skills
Customer Experience, Microsoft Office, PowerPoint, Banking, Series 6, Presentations, Time Management, Communication Skills
Education
Hennepin Technical College
Not Yet Obtained, Accounting
Jordan High School
Diploma, General
Jeanne Eilers's Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Compliance Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2008 - Present
Ameriprise Financial Services, Inc. May 2007 - January 2008
Ameriprise Financial Services, Inc. July 2005 - April 2007
Skills
Series 7, Series 24, Financial Services
Education
Hamline University
Bachelor of Arts (BA), Economics
Ameriprise Financial Services, Inc. January 2008 - Present
Ameriprise Financial Services, Inc. May 2007 - January 2008
Ameriprise Financial Services, Inc. July 2005 - April 2007
Skills
Series 7, Series 24, Financial Services
Education
Hamline University
Bachelor of Arts (BA), Economics
Colleen Casto's Ameriprise Financial Services, Inc. Experience March 1995 - January 2001
Job Customer Service at Lurton Marketing
Industry Business Supplies and Equipment
Experience
Lurton Marketing February 2013 - Present
Ameriprise Financial Services, Inc. March 1995 - January 2001
Education
Hennepin Technical College 2002 — 2003
Graphic Design AAS Degree, Graphic Design
Lurton Marketing February 2013 - Present
Ameriprise Financial Services, Inc. March 1995 - January 2001
Education
Hennepin Technical College 2002 — 2003
Graphic Design AAS Degree, Graphic Design
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank