Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ameriprise Financial Services, Inc. Employees
Ameriprise Financial December 2010 - Present
Feeding America San Diego August 2011 - Present
Ameriprise Financial Services, Inc. October 2007 - December 2010
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BBA, Marketing
University of Miami 2002 — 2003
Engineering
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. December 2013 - July 2015
Ameriprise Financial Services, Inc. January 2013 - December 2013
Ameriprise Financial Services, Inc. July 2011 - January 2013
First American Bank 2010 - 2011
Northwestern Mutual 2009 - 2010
Education
Iowa State University 2006 — 2011
Bachelor of Science, Finance and Agriculture Economics
Ameriprise Financial Services, Inc. October 2007 - September 2012
Buffalo Wild Wings June 2003 - October 2007
US Federal Credit Union September 2001 - June 2003
Skills
Customer Service, Microsoft Office, Insurance, Financial Analysis, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Banking, Account Management, Budgets, Strategic Planning, Credit, Strategic Financial..., Management, Team Leadership, Finance
Education
Purdue University Calumet 2005 — 2012
Bachelor of Science (BS), Finance and Marketing
Indiana University-Northwest 2003 — 2006
Associate of Arts (AA), Sociology
Ameriprise Financial Services, Inc. November 2004 - Present
American Express Financial Advisors July 2003 - October 2004
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Finance, Investments, Financial Advisory, Financial Planning, Series 63, Retirement
Education
Iowa State University - College of Business 2000 — 2002
Bachelor's degree, Marketing
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - August 2014
Ameriprise Financial Services, Inc. September 2005 - May 2011
Perkins & Marie Callendars, Inc. May 1995 - October 2006
Skills
Project Management, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Series 6, Series 63, Financial Services, Visio, Process Improvement, Business Process..., Data Analysis, Mutual Funds, Software Documentation, Management, Leadership, Analysis, Analytics
Education
Inver Hills Community College 1997 — 2001
Associate of Arts and Sciences (AAS), Marketing/Marketing Management, General
Inver Hills Community College 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Marketing/Marketing Management, General
Businessolver June 2006 - May 2014
Marsh & McLennan Companies, Inc. August 2004 - June 2006
Ameriprise Financial Services, Inc. July 1995 - June 2003
UPS June 1982 - May 1992
Skills
Employee Benefits, Benefits Administration, Insurance, Health Insurance, Process Improvement, HRIS, Vendor Management, Coaching, Performance Management, Customer Service, Business Process, Team Leadership, Account Management, Leadership, Business Analysis, Staff Development, Analysis, Sales, Training, CRM, Change Management, Employee Relations, Management, Salesforce.com, Recruiting, Data Analysis, Human Resources, Strategy, Business Process...
Education
Iowa State University - College of Business 1992 — 1994
BBA, Finance
University of Colorado at Denver 1982 — 1984
Ameriprise Financial Services, Inc. May 1985 - Present
Skills
Vendor Management, Project Management, Leadership, Business Analysis, Process Improvement, Change Management, Risk Management, Outsourcing, SDLC, Call Centers, Business Process..., Disaster Recovery, ITIL, IT Strategy, Service Delivery, IT Service Management, Project Portfolio..., Business Process, IT Management, PMO
Education
Globe College of Business 1992 — 1994
Graduate, Computer Programming Specialist
Winona State University 1979 — 1981
Bachelor's degree, Parks, Recreation and Leisure Studies
Inver Hills Community College 1977 — 1978
No, General Studies
Ellsworth High School 1974 — 1977
High School Diploma, General, 12
Ameriprise Financial Services, Inc. 2005 - Present
Carver Pump Company 1985 - 2005
Thatcher Plastic Packaging 1984 - 1985
Stanley Consultants - Global Engineering Service Provider 1980 - 1984
Education
St. Ambrose University 1986 — 1990
MBA, Business Administration
Iowa State University 1975 — 1980
B.S., Mechanical Engineering
Ameriprise Financial Services, Inc. December 2000 - Present
Ameriprise Financial 1998 - 2000
New York Life 1996 - 1998
Ernst & Young 1989 - 1994
Education
University of Hartford 1991 — 1995
MST
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1985
Finance
Indiana University October 2013 - Present
Indiana University February 2013 - October 2013
Indiana University Bloomington September 2012 - February 2013
Indiana University May 2009 - September 2012
Ameriprise Financial Services, Inc. May 2008 - August 2008
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Office, Outlook, HMS, SIS, Teaching, Event Planning, Social Media, Data Analysis
Education
Indiana University Bloomington 2008 — 2012
English, Medieval British Literature, Minors in Medieval Studies and Education
Ohio Community High School 2004 — 2008
GE Capital April 2014 - Present
GE Capital HQ March 2013 - April 2014
General Electric January 2011 - February 2013
GE Capital December 2007 - December 2010
JPMorgan Chase May 2007 - December 2007
Ameriprise Financial Services, Inc. July 2006 - April 2007
Skills
Financial Analysis, Corporate Finance, Financial Audits, Auditing, Accounting, Finance, Leadership, US GAAP, Internal Controls, Internal Audit, Variance Analysis, Consolidation, Microsoft Excel, PowerPoint, Business Process..., Process Improvement, Microsoft Office, Operational Risk..., Governance, Regulatory Compliance, Management, Financial Modeling
Education
Iona College 2008 — 2010
Master of Business Administration (MBA) - Honors, Finance and Financial Management Services, 4.0
University of Rhode Island 2002 — 2006
Bachelor of Science (B.S.) - Honors, Finance, Spanish, Leadership
Ameriprise Financial Services, Inc. November 1998 - Present
Education
Robert Morris University 1996 — 1998
Bachelor of Science, Business/Accounting
Indiana University of Pennsylvania 1992 — 1996
Bachelor of Arts
Ameriprise Financial Services, Inc. January 2007 - Present
Lawrence Merchandising Services January 2006 - October 2006
Iowa State University September 2002 - December 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Outlook, Team Leadership, Teamwork, Leadership, Social Media, Thought Leadership, People Leadership, Strategic Planning, Project Management, Employee Engagement, Change Management, Training, Training Delivery, Leadership Development
Education
Iowa State University 2001 — 2005
Bachelor Of Science, Marketing, 3.1
Indiana State Senate May 2015 - Present
Indiana State Senate December 2014 - May 2015
Ball State University August 2014 - December 2014
Ameriprise Financial Services, Inc. May 2014 - August 2014
Reitz Home Museum May 2013 - August 2014
Building Better Communities January 2014 - May 2014
Library of Congress September 2013 - December 2013
Reitz Home Museum May 2013 - August 2013
Evansville Museum of Arts, History and Science May 2013 - August 2013
Auburn, Cord, Duesenberg Automobile Museum January 2013 - May 2013
Skills
Museum Collections, Museums, Cultural Heritage, Archives, Museum Education, Curating, Historical Research, Archival Research, Research, Library Research, Editing, Copy Editing, Writing, Blogging, Cataloging, History
Education
Indiana University-Purdue University at Indianapolis 2015 — 2017
Master of Arts (M.A.), Museum Studies
Ball State University 2011 — 2014
Bachelor of Arts (BA), History
The Washington Center for Internships and Academic Seminars 2013 — 2013
Advocacy, Service, and Arts Program
Castle High School 2007 — 2011
High School
Ameriprise Financial Services, Inc. September 2012 - Present
Bonefish Grill March 2004 - May 2015
Law Office of Doris Bunnell 2007 - 2009
Skills
Customer Service, Microsoft Excel, Social Media, Microsoft Office, Sales Management, Business Development, Management, Event Management, Time Management, Leadership, Customer Satisfaction, Social Networking, Contract Negotiation
Education
University of South Florida Sarasota-Manatee 2012 — 2014
Bachelor of Science (B.S.), Business; Finance and Marketing
State College of Florida-Manatee-Sarasota 2010 — 2012
Associate of Arts (AA)
International Academy of Design and Technology-Tampa 2005 — 2007
Associate of Science (AS), Interior Design
PNC Investments March 2014 - Present
Ameriprise Financial Services, Inc. April 2012 - December 2013
Chase Bank August 2011 - April 2012
OfficeMax May 2010 - August 2011
Education
Indiana University-Southeast
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Oldham County High School
College-Preparation Diploma
KPMG (CIO Advisory) April 2014 - Present
Deluxe Corporation November 2013 - April 2014
Genesis10 December 2010 - November 2013
Wells Fargo Home Mortgage May 2012 - October 2013
Ameriprise Financial Services, Inc. June 2011 - May 2012
Digital River January 2011 - June 2011
Thinix June 2010 - May 2011
Iowa State University Interfraternity Council January 2010 - December 2010
SERVICE January 2009 - December 2010
Kappa Sigma Fraternity August 2008 - December 2009
Skills
Business Analysis, Leadership, Analysis, Process Improvement, Requirements Gathering, Marketing, Business Process..., Project Management, Management, Wireframes, SharePoint, Business Requirement..., User Requirement..., Strategy, Business Rule..., Use Case Depiction, Stakeholder Engagement, User Acceptance Testing..., Testing, Business Intelligence, IT Strategy, Strategic Planning, Consulting, Process Modeling, Cost-Benefit Analysis, Financial Projections, Interactive Wireframe..., Test Planning and..., HP Quality Center, iRise, LPS Mortgage Servicing..., Thomson ONE..., Electronic Blue Sheets, Securities Trading, Agile Methodologies, Project Planning, PMO, User Acceptance Testing, Scrum, Recruiting, E-commerce, SDLC, IT Financial Management, IT Service Management
Education
Iowa State University - College of Business 2006 — 2010
Bachelor of Science in Business Administration, (Majors in Management and International Business; Minors in Finance and Spanish)
University of Valencia 2008 — 2008
Spanish Language Immersion, Spanish
Okoboji High School 2002 — 2006
High School Diploma, N/A
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Iowa State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Indiana State Museum April 2013 - Present
Ameriprise Financial Services, Inc. March 2015 - May 2015
Enterprise Holdings June 2013 - March 2015
ESG Security & Event Services July 2009 - May 2013
Skills
Historical Research, American History, European History, World History, Leadership, Microsoft Office, Customer Service, Sales, Leadership Development, Data Analysis, Sales Management, Team Building, Organizational..., Community Outreach, Microsoft Word, Coaching, Event Management, AED, Market Research, Photoshop, Marketing Strategy, Time Management, Public Speaking, Sports Marketing, Public Relations, Social Media Marketing, Sports Management, Cpr Certified, Marketing, Event Planning, Microsoft Excel, Facebook, Customer Satisfaction, PowerPoint, English, Teamwork, Fundraising, Advertising, Account Management, Research, Outlook, Windows, Social Media, Strategic Planning, Cold Calling, Team Leadership
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts (BA), History
Ameriprise Financial Services, Inc. November 2014 - Present
UnitedHealth Group June 2014 - November 2014
Mall of America November 2013 - May 2014
Mall of America November 2012 - November 2013
Minnesota Internship Center 2012 - January 2013
Perspectives, Inc. 2012 - 2012
University of Minnesota Dept. of Pharmacology 2011 - 2012
Target July 2008 - September 2011
Skills
Management, Customer Service, Data Entry, Microsoft Excel, Microsoft Office, GLBT issues, APA, Social Networking, Cashiering, Facebook, PeopleSoft, PeopleSoft Financial, Spanish, Telephone Skills, PowerPoint, Public Speaking, Research, Nonprofits, Office Administration, Sales, Insurance, Business Analysis, Finance, Lines Of Credit, Home Equity Loans, Managing Distribution...
Education
University of Minnesota-Twin Cities 2011 — 2014
Bachelor of Arts (B.A.), Psychology
Indiana University Bloomington 2010 — 2011
Ameriprise Financial Services, Inc. June 2014 - Present
Merrill Edge September 2010 - June 2014
Education
Indiana University South Bend 1990 — 1994
Bachelor's degree, Finance and Financial Management Services
Munster High School 1987 — 1990
RMB Capital January 2015 - Present
RMB Capital January 2014 - December 2014
RMB Capital March 2012 - December 2013
Ameriprise Financial Services, Inc. May 2011 - June 2011
Northern Trust Corporation June 2006 - June 2007
Education
Indiana University Bloomington
Bachelor's Degree, Public Finance with honors, 3.63 Cumulative GPA
Whitney M. Young
Whitney Young High School
Ameriprise Financial Services, Inc. November 2012 - Present
Hilliard Lyons February 2009 - November 2012
Skills
Hold Series 7, Series 63, Life Insurance, Series 66, Series 7, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services
Education
Indiana University-Southeast
Bachelor's of Science in Business, Marketing
Ameriprise Financial Services, Inc. August 2014 - February 2015
US Bank January 2014 - August 2014
Minnesota Gastroenterology July 2012 - October 2013
Ameriprise Financial Services, Inc. January 2011 - July 2012
INT Technologies May 2010 - October 2010
Celerity IT February 2009 - January 2010
KrollOntrack August 2008 - December 2008
ITR Group March 2008 - July 2008
Weatherly Consulting April 2006 - February 2008
JPMorgan Chase and Bank One January 2003 - March 2006
Skills
Business Analysis, SDLC, Program Management, Requirements Gathering, PMO, Process Improvement, Project Management, Requirements Analysis, Business Requirements, Software Project..., Business Process..., PMP, Change Management, Project Portfolio..., Visio, Resource Management, Integration, Business Process, Project Delivery, Risk Management, SharePoint, Training
Education
Saint Leo University 1988 — 1990
BA, Business Administration
Naval Postgraduate School 1981 — 1982
Master of Science (M.S.), Computer Systems Management
Iowa State University 1972 — 1976
BS, History
Ameriprise Financial Services, Inc. September 2005 - Present
Morgan Stanley Smith Barney 1998 - 2005
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Iowa State University 1991 — 1996
Bachelor of Science, Finance
West Linn High School 1988 — 1991
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - January 2015
Skills
PowerPoint, Facebook, Marketing, Social Media, Microsoft Office, Leadership, Team Leadership, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Advertising, HTML, Marketing Communications, Highly responsible, Organization, Marketing Strategy, Communication, Twitter, Pinterest, Sales, Event Management, Time Management, Social Networking, Teamwork, Research, Event Planning, Adobe Creative Suite
Education
Iowa State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing
Ameriprise Financial Services, Inc. November 2014 - Present
Strategic Wealth Consulting June 2006 - November 2014
Skills
Leadership
Education
Minnesota State University, Mankato 2002 — 2004
Bachelor of Science (BS), Finance
Iowa State University 2000 — 2002
General Studies
New Ulm Cathedral High School
Merrill Edge July 2015 - Present
University of Phoenix December 2013 - Present
Merrill Edge July 2013 - July 2015
Charles Schwab December 2010 - June 2013
Charles Schwab October 2006 - December 2010
Ameriprise Financial Services, Inc. July 2006 - September 2006
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Wealth Management, Securities, Investments, Portfolio Management, FINRA, Investment Advisory, Equities, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Retirement, Fixed Income, Alternative Investments, Risk Management
Education
Indiana Wesleyan University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Keeling Wealth Advisors - A private wealth advisory practice of Ameriprise Financial Services, Inc. March 2006 - Present
Ameriprise Financial Services, Inc. March 2005 - February 2006
Education
Kaplan University 2014 — 2015
Financial Planning Education Program
Iowa State University - College of Business
BS, Finance
Ameriprise Financial Services, Inc. March 2012 - October 2012
Abrasives of St. Paul December 2010 - March 2012
The Sunshine Factory June 2007 - July 2010
Linder, Dittberner, & Bryant August 2009 - December 2009
Skills
Retirement Planning..., Retirement Income..., Retirement Plan..., Wealth Preservation..., Cash Flow Management..., Investments
Education
Inver Hills Community College 2008 — 2010
Paralegal Certificate, Paralegal, 3.5
St. Cloud State University 2002 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Ameriprise Financial Services, Inc. 1998 - Present
Home Savings of America, Inc. 1996 - 1998
Arthur Andersen LLC 1993 - 1996
Education
Indiana University of Pennsylvania 1988 — 1990
Master of Science (M.S.), Business
NMIMS 1987 — 1988
Master of Management Studies, Finance
Ameriprise Financial Services, Inc. April 1996 - Present
Education
Iowa State University
Bachelor's degree, Family Resource Management
Ameriprise Financial Services, Inc. 2003 - Present
Iona College 2001 - 2003
Education
Iona College
Bachelor's degree, Finance, General
Iona College
Master of Business Administration (MBA), Business Administration and Management, General
St. Francis Preparatory
High School Diploma
Manpower Inc May 2008 - Present
Martin Brower September 2007 - March 2008
Mason City Iowa November 2006 - September 2007
Ameriprise Financial Services, Inc. May 2001 - March 2007
United Parcel Service November 1998 - January 2001
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Employee Relations, Onboarding, Management, Temporary Staffing, Leadership, Time Management, Coaching, Sales, Human Resources, College Recruiting, Hiring, Temporary Placement, Screening Resumes, Internet Recruiting, Leadership Development, Payroll, Staffing Services, Training, Sourcing, Resume Writing, Interviews, Permanent Placement, Contract Recruitment, New Hire Orientations, Technical Recruiting, Talent Management
Education
Ottawa University 2014 — 2015
Master of Business Administration (M.B.A.)
Iowa State University 1996 — 2001
B.S., Psychology and Sociology
North Central High School 1992 — 1996
High School Diploma
Credit Suisse InternCitiMay 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - May 2013
Skills
Investments, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Series 7, Mutual Funds, Equities, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Teamwork, Time Management
Education
Iona College 2014 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Ameriprise Financial Services, Inc. June 1993 - Present
IUSB August 1999 - March 2014
South Bend Civic Theatre January 2013 - December 2013
Key Bank July 1990 - April 1993
Trust Tax Officer May 1990 - March 1993
Education
University of Baltimore 1978 — 1981
Business, Accounting
Indiana University South Bend
State Farm Agent June 2009 - Present
State Farm May 2006 - June 2009
Ameriprise Financial Services, Inc. September 2001 - June 2003
Skills
Insurance, Property & Casualty..., Life Insurance, Financial Services, Health Insurance, Disability Insurance, Annuity Sales, Long Term Care Insurance, Term Life Insurance, Universal Life, Renters, Whole Life, Homeowners, Umbrella Insurance, Fixed Annuities, Commercial Insurance, Long-term Care, Retirement Planning
Education
Indiana University of Pennsylvania 1997 — 2001
Bachelor's degree, Economics, Political Science, Prelaw
North Allegheny 1993 — 1997
High School Degree(Deans list)
Ameriprise Financial Services, Inc. October 2003 - Present
Saint Joseph's University August 2005 - May 2008
Calyx Chemicals & Pharmaceuticals Ltd. December 1998 - February 2003
Education
Chartered Financial Analyst Institute 2005 — 2006
CFA®, Investment Management and Research
Certified Financial Planner Board 2009 — 2009
CFP®, Financial Planning
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2005
MBA, Finance
The Institute of Chartered Accountants of India 1994 — 1997
Chartered Accountant, Accounting
Institute of Cost and Works Accountants of India - ICWAI 1992 — 1996
Managerial Accountant, Project Costing, Product Costing, Break Even Analysis
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. August 2011 - May 2014
Ameriprise Financial Services, Inc. November 2006 - July 2011
Education
Iowa State University - College of Business 2002 — 2006
Marketing
BCR Financial Services December 2009 - Present
Ameriprise Financial Services, Inc. December 2006 - September 2009
Skills
Retirement Planning, Saving for Education, Series 7, Uniform Combined State..., Estate Planning, Retirement, Wealth Management, Mutual Funds, Investment Advisory, IRAs, Financial Advisory, Asset Allocation
Education
Indiana University of Pennsylvania 2004 — 2006
Management and Communications
North hills High School
Ameriprise Financial Services, Inc. February 2012 - Present
BJM Consulting, Inc March 2003 - Present
Skills
Leadership, Strategy, Program Management, Vendor Management, Process Improvement, Portfolio Management
Education
Iowa State University 1975 — 1979
BS Computer Science, Business, Math
Ameriprise Financial Services, Inc. January 2015 - Present
Shrub Oak Athletic Club September 2007 - Present
Education
Iona College 1989 — 1993
Bachelor of Business Administration, Accounting
St. Raymond High School for Boys 1985 — 1989
Ameriprise Financial Services, Inc. February 2014 - Present
Hofstra University August 2011 - May 2013
Chocomize June 2012 - January 2013
Leviton February 2012 - May 2012
Town of Oyster Bay June 2008 - July 2011
Skills
Marketing Research, PowerPoint, Microsoft Excel, Market Research, SPSS, Bloomberg Terminal, Bloomberg, Accounting and..., Portfolio Management, Data Analysis, Google Analytics, Social Media Marketing, Competitive Analysis, Market Analysis, Social Media, Public Relations, Marketing Strategy, Product Marketing, SEO, SEOmoz, Google Adwords, Google Website Optimizer
Education
Hofstra University - Frank G. Zarb School of Business 2011 — 2013
Masters in Business Administration, Finance, 3.9 GPA
Iona College 2006 — 2010
BBA, Marketing
Frost Bank August 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
USAA November 2003 - February 2014
Waddell & Reed January 2001 - November 2003
Education
The University of Kansas 1988 — 1990
Master's degree, Public Administration
Indiana University Bloomington 1984 — 1988
Bachelor of Arts (B.A.), Journalism
Ameriprise Financial Services, Inc. September 2003 - Present
PAR North America 2002 - 2003
Education
Indiana Wesleyan University 1997 — 2001
B.S., Finance
Saline High School 1993 — 1997
Ameriprise Financial Services, Inc. 1989 - Present
Education
Regis University 1985 — 1987
M.B.A, Accounting and Finance
Indiana University Bloomington 1977 — 1981
B.S., Accounting
RHS
Business/Managerial Economics
University of Minnesota Physicians February 2015 - Present
Ameriprise Financial Services, Inc. April 2009 - February 2015
Ameriprise Financial Services, Inc. May 2007 - April 2009
Ameriprise Financial Services, Inc. March 2005 - May 2007
American Express 2001 - 2005
Personnel Decisions International 2001 - 2003
US Bancorp/Piper Jaffray 1999 - 2001
US Bank 1997 - 2001
University of Santa Monica 1994 - 1997
SOP Consulting Group 1991 - 1994
Skills
Six Sigma Black Belt, Talent Management, Succession Planning, Change Management, Workforce Planning, Executive Coaching, Leadership, Human Resources, Process Improvement, PeopleSoft, Performance Management, Organizational..., Leadership Development, Continuous Improvement, Coaching, Vendor Management, Team Building, Strategic Planning, Sourcing, Training, Performance Improvement, Business Strategy, Onboarding, Personnel Management, MBTI, Employee Engagement, Employee Benefits, Employee Relations, Talent Acquisition, Organizational..., Organizational Design, HRIS, Applicant Tracking..., Recruiting, Career Development, HR Consulting, Benefits Administration, HR Policies, Culture Change, Employee Training, Strategy, Human Capital, Management Consulting, Workshop Facilitation, Business Process..., Mergers, Analysis, Hiring, Training Delivery, Performance Appraisal
Education
University of Minnesota
Bachelor of Science (B.S.), Health/Health Care Administration/Management
INSEAD 2004 — 2004
Certificate, Global HR
Pacifica Graduate Institute 2000 — 2004
Ph.D ABD, Psychology
University of Santa Monica 1993 — 1995
Master of Arts, Applied Psychology
US Bank May 2012 - Present
Ameriprise Financial Services, Inc 2008 - 2010
Ameriprise Financial Services, Inc. 2005 - 2008
Ameriprise Financial Services, Inc. 2004 - 2005
Ameriprise Financial Services, Inc. 2002 - 2004
Ameriprise Financial Services, Inc. 2001 - 2002
Ameriprise Financial Services, Inc. 1998 - 2001
Ameriprise Financial Services, Inc. 1996 - 1998
Skills
Program Management, Process Improvement, Data Analysis, Project Management, Leadership, Training, Project Planning, Coaching, Change Management, Strategy, Cross-functional Team..., Business Analysis, Strategic Planning, Team Building, Leadership Development, Team Leadership, Performance Management, Management, Business Process..., Customer Satisfaction
Education
Iowa State University
Bachelors of Science, Psychology
University of Minnesota-Twin Cities
Ph.D. program, Industrial/Organizational Psychology
Ameriprise Financial Services, Inc. July 2015 - Present
Googins and Anton, Inc. July 2014 - May 2015
Madison Magazine September 2012 - December 2012
Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Marketing, Leadership, Time Management
Education
University of Wisconsin-Madison 2011 — 2015
Institut catholique de Paris
Country Village Pool April 2014 - Present
Ameriprise Financial Services, Inc. June 2006 - August 2014
Skills
Apple Software, Group Work, Leadership, Autodesk Inventor, Communication, Strategic Planning, Troubleshooting, iOS, Mac OS
Education
Indiana University Bloomington 2014 — 2018
Bachelor of Science (B.S.), Informatics
MarketRx - A Cognizant Company July 2014 - Present
MarketRx - A Cognizant Company March 2013 - June 2014
MarketRx - A Cognizant Company April 2011 - March 2013
RAMPgreen January 2011 - March 2011
Ameriprise Financial Services, Inc. August 2009 - January 2011
Pipalresearch and Analytics ltd April 2007 - July 2008
Absolutdata research and analytics May 2005 - March 2007
Skills
Macro, Business Process..., Market Research, SAS, Analytics, Segmentation, Statistics, Management, Data Mining, Data Analysis, SPSS, Team Management, Project Management, Analysis, Customer Insight, Quantitative Research, Quantitative Analytics, Business Analytics, Predictive Analytics, SAS programming, Predictive Modeling
Education
International Management Institute - IMI 2008 — 2009
MBA, Finance and Financial Management Services, B
College of Business studies, Delhi university 2002 — 2005
Bachelor of Science (BSc), Computer Science, First Class
bbps 1990 — 2012
Computer Science
Ameriprise Financial Services, Inc. March 2000 - Present
Skills
Finance, Microsoft Office, Leadership, Financial Advisory, Public Speaking, Management, Strategic Planning, Retirement Planning, Customer Service, Investments
Education
Indiana University of Pennsylvania 1995 — 2000
Nanticoke Area
Ameriprise Financial Services, Inc. July 1999 - Present
Ameriprise Financial Services, Inc. April 1995 - June 1999
Ameriprise Financial Services, Inc. August 1987 - March 1995
Ameriprise Financial Services, Inc. August 1985 - August 1987
Education
University of Oklahoma 1982 — 1983
Graduate Studies, Political Science and Government
Indiana University of Pennsylvania 1971 — 1976
Bachelor's degree, Economics/Political Science
Blue Cross and Blue Shield of Minnesota June 2015 - Present
Minnesota Mining and Manufacturing (3M) / Experis June 2014 - June 2015
Medtronic June 2012 - October 2013
Private Contracting, Ant Re and ManPower November 2008 - May 2012
Ameriprise Financial Services, Inc. January 2000 - September 2005
American Express Financial Advisors July 1997 - January 2000
US Bank January 1993 - July 1997
Skills
Troubleshooting, SharePoint, Process Improvement, Business Analysis, Integration, Project Management, Program Management, Change Management, Management, Analysis, Microsoft Office, Vendor Management, Business Process
Education
Inver Hills Community College 2008 — 2009
CCNA, Cisco Certified Network Associate
Metropolitan State University 2006 — 2009
Bachelor of Science, Business Administration
The Kelley Financial Group February 2015 - Present
Ameriprise Financial Services, Inc. October 2008 - February 2015
CBRE Melody May 2006 - July 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Investments, College Education..., Small Business..., Family Finances, 401k Rollovers, Qualified Retirement...
Education
Indiana University of Pennsylvania 2004 — 2008
Bachelor of Science, Business Management & Minor: Economics
Ameriprise Financial Services, Inc. August 1984 - Present
Education
Iowa State University 1979 — 1983
BS, Family Environment
Chariton High School 1975 — 1979
Ameriprise Financial Services, Inc. October 2012 - Present
Lilly Pulitzer June 2010 - Present
VPR May 2011 - August 2011
Skills
Customer Service, Social Media Marketing, Excel, Microsoft Office, Mac, PC, PowerPoint, Social Media, Blogging, Leadership, Marketing, Microsoft Excel, Public Speaking
Education
Iona College 2009 — 2013
Bachelor of Science (BS), Marketing
Quinnipiac University - School of Business 2009 — 2011
North Salem high school 2005 — 2009
Ameriprise Financial Services, Inc. February 2015 - Present
Ruff Ruff Raw July 2014 - Present
Sheppard Alternative Animal Care August 2009 - Present
Hasbro Ireland May 2015 - June 2015
Journeys September 2014 - May 2015
Capitol Chiropractic Wellness Center October 2013 - June 2014
Black Horse Farm January 2014 - March 2014
Dr. Katherine Boyd OB/GYN January 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Data Entry, Time Management, Teamwork, Event Planning, Microsoft Word, Customer Service, Social Networking, Communication, Data Analysis, Microsoft Excel, Leadership, Public Speaking, Administrative..., QuickBooks, Administrative..., Research, Marketing, Training, Fundraising, Sales, eConnect, Software Documentation, Customer Satisfaction, Analysis, Human Resources, Office Management, Editing, Document Management, Electronic Record...
Education
Johnson and Wales University 2013 — 2016
Bachelor of Science (BS), International Business, Sophomore
Accent Francais French Language School 2014 — 2014
French Culture and Language, A+
International Academy of Macomb 2009 — 2013
International Baccalaureate Diploma
International Baccalaureate 2009 — 2013
High School
Sun Life Financial November 2013 - Present
Sun Life Financial October 2012 - November 2013
Ameriprise Financial Services, Inc. August 2012 - October 2012
Ameriprise Financial Services, Inc. July 2011 - August 2012
Brighton House Associates May 2010 - August 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration
Ameriprise Financial Services, Inc. June 2011 - Present
Astral Solutions, LLC January 2011 - December 2014
Law Offices of Scot W. Overdorf March 2010 - June 2011
University Place Conference Center and Hotel January 2010 - March 2010
Education
Indiana University-Purdue University at Indianapolis 2009 — 2011
Computer Information Technology, Business, Marketing
North Vermillion 2005 — 2009
Purdue Entrepreneurship Academy
Remy International January 2015 - Present
Remy International January 2014 - December 2014
OSP Group June 2012 - November 2013
KeyBank November 2011 - June 2012
Fidelity Investments August 2006 - September 2011
Ameriprise Financial Services, Inc. January 2006 - August 2006
Skills
Strategic Financial..., Financial Modeling, Forecasting, Process Improvement, Pricing Analysis, Cross Functional..., Financial Analysis, Budgets, Manufacturing, Microsoft Excel, Account Management, Financial Reporting, Consultative Selling..., Onboarding, Customer Service, Customer Retention, Investment Advisory, Financial Advisory, Risk Management, Analytical Skills, Variance Analysis, Marketing, Professional Mentoring, Sales, GAAP, Financial Planning, Management
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Sports Marketing and Management
Xcel Energy September 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - January 2014
TCLocksmiths January 2010 - November 2010
CompUSA September 2006 - January 2007
Skills
Insurance, Retirement, Creative Strategy, Creating Spreadsheets, Team Problem Solving, Retirement Income..., Family Finances, Money Management, Customer Service, Telecommute, Networking, Applying new plolicies, Analytic, Credit Management, Management, Financial Planning, Budgets, Public Speaking, Training, Problem Solving, Sales, Nonprofits, Investments, Leadership, Marketing, Retirement Planning, Team Building, Event Planning, Strategic Planning, Account Management, Social Networking
Education
Iowa State University - College of Business 2006 — 2010
Bachelor's of Science, Business Administration and Management, General
Trilogy Private Capital July 2014 - Present
Ameriprise Financial Services, Inc. May 2009 - July 2014
Wells Fargo Advisors May 2006 - May 2009
Dominion Homes October 2001 - December 2005
Bachrach 1996 - 2001
Skills
Disability Insurance, Wealth Management, Strategy, Wealth, Management, Project Planning, Private Equity, Mutual Funds, Asset Allocation, Investment Advisory, Series 7, Series 63, Series 65, Life Insurance, ETFs, Investments, Finance, Retirement Planning
Education
Indiana Wesleyan University
Primerica July 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - March 2013
Skills
Investments, Leadership, Data Analysis, Retirement Planning, Microsoft Office, Customer Service, Public Speaking, Series 7, Time Management, Strategic Planning, Retirement, Empathy, Critical Thinking, Achieve Results, Personal Responsibility, Enthusiasm to learn, Highly motivated..., Business Strategy, Dependable Team Player, Customer Loyalty, Quantitative Analysis, Teamwork, Multi Tasking, Accurate Record Keeping, Timely Decision Making, Highly responsible, Econometrics, Economics
Education
Indiana University-Purdue University at Indianapolis 2008 — 2012
Bachelor's of Art, Economics
Beyer Consulting, LLC October 2014 - Present
UnitedHealth Group June 2011 - September 2014
Ameriprise Financial Services, Inc. October 2010 - June 2011
Wells Fargo Home Mortgage April 2004 - March 2008
American Management Systems November 1990 - March 2004
Skills
Strategy, Process Improvement, Business Process..., Vendor Management, Change Management, Business Strategy, Business Process, Leadership, IT Strategy, Analytics, Cross-functional Team..., Mergers & Acquisitions, Banking, Financial Services, Business Development, Strategic Planning, Consulting, Business Planning
Education
Iowa State University - College of Business
BBA, Finance
University of Minnesota - Carlson School of Management
MBA, Operations
Horizon Wealth Management, LLC August 2015 - Present
Ameriprise Financial Services, Inc. June 2009 - July 2015
Monroe Shine & Co., Inc. January 2007 - June 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Accounting, Access, Administrative..., Process Improvement, Data Entry, Financial Analysis, Social Media, Event Planning, Budgets, Lotus Notes, Administrative..., Public Speaking, Team Building
Education
Jeffersonville High School 1984 — 1987
Indiana University-Southeast
Ameriprise Financial Services, Inc. March 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
Banc of America Investments 1985 - 2009
Education
Indiana University of Pennsylvania 1978 — 1982
BS, Finance
Marrs Wealth Management, LLC January 2010 - Present
Ameriprise Financial Services, Inc. January 1985 - December 2009
Education
Iowa State University - College of Business 1980 — 1984
BBA, Finance
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) May 2014 - Present
Reebok January 2015 - July 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Crabtree & Evelyn July 2012 - August 2014
Town of North Attleborough September 2009 - April 2013
Skills
Sales, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Public Speaking, Customer Service, Social Networking, Facebook, Instagram
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General
North Attleborough High School 2009 — 2013
Chubb Insurance July 2013 - Present
Chubb Insurance January 2013 - July 2013
Chubb Insurance November 2009 - January 2013
Travelers Insurance April 2008 - November 2009
Ameriprise Financial Services, Inc. August 2006 - April 2008
Skills
Crime Insurance, Cyber Liability, Directors & Officers..., E&O, Employed Lawyers..., Employment Practices..., Fiduciary Liability, Financial Analysis, Healthcare Industry, Kaizen, Kidnap & Ransom..., Marketing, Media Liability, Miscellaneous..., Negotiation, Private Equity, Professional Liability, Salesforce.com, Six Sigma, Strategic Alliances, Workplace Violence, Insurance, Commercial Insurance, Casualty, Fiduciary, Liability, Property & Casualty..., Underwriting, Liabilities, D&O, Liability Analysis, General Insurance, Legal Liability
Education
Iowa State University 2002 — 2005
Bachelor of Science, Foreign Languages and Literatures, General
Universidad de Alicante 2005 — 2005
Pacific Lutheran University 2001 — 2002
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial, Inc January 2008 - Present
Ameriprise Financial Advisors February 1998 - Present
Skills
People Leadership, Change Leader, Strategic, Financial..., Operations and..., Executive Director to..., Project Management, Leadership Development, Mentoring, Leadership, Change Management, Management, Human Resources, Budgets, Project Planning, Team Leadership, Training, Onboarding, Time Management, Sales, Insurance, Coaching, Recruiting, Investments, Process Improvement
Education
University of Iowa 2006 — 2007
M.A., Higher Education Administration
Iowa State University 1995 — 1996
BA, Liberal Arts - Women's Studies
Garner-Hayfield High School 1990 — 1993
Webster City
AIG August 2015 - Present
The Guardian Life Insurance Company of America January 2009 - March 2015
MassMutual Financial Group March 2007 - December 2009
Ameriprise Financial Services, Inc. August 2004 - March 2007
Principal Financial Group January 2001 - July 2004
Securian Financial Group February 1995 - December 2000
North Star Resource Group May 1991 - January 1995
Securian Financial Group December 1987 - April 1991
Skills
Insurance, Retirement Planning, Financial Services, Fixed Annuities, Life Insurance, Investments, Financial Planning, Retirement, Disability Insurance, Mutual Funds, Leadership, Series 7, Management, Sales, Strategic Planning, Finance, Wealth Management, 401k, Securities, Investment Advisory, Asset Management, Employee Benefits, Series 63, Risk Management, Financial Analysis, Strategic Financial..., Long-term Care, Estate Planning, Asset Allocation, Management Development, Series 24, Financial Advisory, Succession Planning, Sales Management, Strategy, Marketing, Entrepreneurship, Small Business
Education
American College
Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
College for Financial Planning
Certified Retirement Planning Counselor
FINRA
Series 7, 24, 51, 63, 65 and 4
Iowa State University
Bachelor's degree, Finance, General
Life Office Management Association (LOMA)
Fellow Life Management Institute (FLMI, with Distinction)
Cobra Trading, Inc. December 2007 - Present
Ameriprise Financial Services, Inc. June 2007 - November 2007
Skills
Series 7, Series 63, Securities, Mutual Funds, Investments, Equities, Trading, Series 24, Series 55, Series 3, Series 34
Education
Iowa State University 2002 — 2007
Bachelor of Science (B.S.), Biology, General
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - February 2015
Conversation April 2012 - June 2014
Conversation January 2012 - April 2012
Education
New York University 2010 — 2011
Masters, Journalism
Iona College 2006 — 2009
BA, Mass Communication/Advertising
Ameriprise Financial Services, Inc. January 2007 - Present
Miller Johnson Steichen Kinnard January 2004 - December 2006
Skills
Series 7, Series 63, Series 24, Mutual Funds, Hedge Funds
Education
Iowa State University - College of Business 1999 — 2003
Bachelor of Science, Marketing
Boston Logic Technology Partners April 2013 - Present
CameroonOne February 2012 - Present
ByteLight (Acquired by Acuity Brands) March 2013 - April 2015
Boston Logic Technology Partners December 2011 - October 2013
Percussion Software July 2012 - March 2013
Relay Technology Management, Inc. (Acquired by Decision Resources Group) May 2011 - July 2012
ByAllAccounts, Inc. (Acquired by Morningstar, Inc.) May 2008 - May 2011
Ameriprise Financial Services, Inc. October 2003 - August 2007
Ameriprise Financial Services, Inc. June 2005 - June 2007
Skills
Start-ups, SaaS, Salesforce.com, Sales Process, Direct Sales, Selling, CRM, Sales, Sales Management, Software Sales, Lead Generation, Strategic Partnerships, Wealth Management, Brand Development, Entrepreneurship, Investment Advisory, Consultative Selling, Leadership, Analytics, Marketing, Business Development, Cold Calling, Investments, Strategic Financial..., Online Marketing, Relationship Management, Management, Product Development, SEO, Web Analytics, Marketing Strategy, Account Management, Finance, Email Marketing, Mobile Devices, Competitive Analysis, Financial Services, Portfolio Management, New Business Development, Financial Planning, Marketing Communications, Solution Selling, Asset Management, Outsourcing, Press Releases, Strategy
Education
Isenberg School of Management, UMass Amherst 2000 — 2003
Business Administration, Finance
Goodwin Sports Management May 2015 - August 2015
The Aspire Group August 2012 - April 2014
The Ripken Experience-- Ripken Baseball June 2011 - August 2011
Ameriprise Financial Services, Inc. June 2010 - September 2010
Skills
Excel, Access, Word,..., Customer Service, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Windows, JavaScript, Microsoft Word, Event Management, Strategic Planning, Ticket Sales, Sports Marketing, Coaching, Sports Management, Sales, Public Speaking, Event Planning
Education
Isenberg School of Management, UMass Amherst 2014 — 2016
Master of Business Administration (M.B.A.), M.S. Sport Management
The Ohio State University 2007 — 2012
B.S. Business Administration, Sport Management
TD Ameritrade 2008 - Present
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Series 7, Series 66
Education
Indiana Wesleyan University's Adult Program 2002 — 2006
Bachelor's degree, Business
Ameriprise Financial Services, Inc. April 2012 - Present
Skills
Financial Services, Mutual Funds, Series 63, Insurance, Series 7, Process Improvement, Relationship Management, Business Analysis, Risk Management, Series 6, Retirement Planning, Access
Education
Iowa State University 2007 — 2011
Marketing
Ameriprise Financial Services, Inc. March 2012 - Present
Garcia Construction Group November 2010 - August 2011
Skills
Grant Applications, Customer Service, Small Business..., Online Marketing, Microsoft Office, Advertising, Wordpress
Education
Indiana University-Purdue University at Indianapolis 2008 — 2012
Bachelor of Science in Business, Finance, International Business, Economics
Command and General Staff College Resident Student July 2015 - Present
RIARNG August 2013 - Present
RIARNG September 2008 - August 2013
Ameriprise Financial Services, Inc. August 2003 - January 2005
Skills
Project Planning, Training, Leadership, Logistics, Time Management, Military, Risk Management, Security Clearance, Tactics, Program Management, Government, Analysis, Policy, Operations Management, Process Improvement, Team Leadership, Leadership Development, Security, Operational Planning, Command, Military Operations, CBRN, DoD
Education
Massachusetts Maritime Academy 2012 — 2014
Master's Degree, Emergency Management, Highest Honors
Indiana University of Pennsylvania 2011 — 2011
Concentrated areas of Chemical/Biological/Radiological Studies, CBRNE Response
University of Rhode Island 1996 — 2001
BA, Business Information Management Systems
Ameriprise Financial Services, Inc. 2007 - Present
Signator Advisory Group 2001 - 2007
Principal Financial Group 1995 - 2000
Education
Indiana University Bloomington 1977 — 1981
B.S., Business - Marketing & Management
Ameriprise Financial Services, Inc. November 2013 - Present
Van Diest January 2013 - November 2013
Edward Jones 2011 - 2012
Electrolux Major Appliances 2004 - 2009
Trinity Regional Health System 2002 - 2003
Skills
Process Improvement, Customer Service, Sales, Microsoft Excel, Operations Management, Budgets, Outlook, Team Building, Microsoft Office, Strategic Planning, Inventory Management, Training, PowerPoint, Team Leadership, Microsoft Word, Account Management, Sales Management
Education
Iowa State University 2001 — 2003
Bachelor's degree, Production Operations Management
Iowa Central Community College 1999 — 2000
Associate of Arts (A.A.), General Studies
Wells Fargo Home Mortgage July 2012 - Present
Aviva August 2008 - July 2012
Ameriprise Financial Services, Inc. October 2005 - August 2008
AmerUs Home Lending June 2002 - January 2004
MEP Jobs November 1999 - June 2002
K.R. Jones Entereprises October 1995 - December 1999
Salomon Brothers December 1994 - October 1995
Skills
Visio, Requirements Analysis, Business Analysis, SDLC, Business Requirements, Software Documentation, Business Process..., Process Improvement, IT Strategy, Business Process, Cross-functional Team..., Databases, CRM, Quality Assurance, Analysis, Management, Leadership, Data Analysis, Software Development, Requirements Gathering, Project Planning, Insurance, SharePoint, Project Portfolio..., Perl
Education
Iowa State University 1998 — 2001
MBA
University of Central Florida 1990 — 1994
B.S. Computer Science
Nordstrom Direct August 2014 - Present
Nordstrom August 2013 - Present
Nordstrom June 2013 - August 2013
Nordstrom March 2013 - June 2013
Ameriprise Financial Services, Inc. July 2012 - April 2013
Just In Time Event Coordinating June 2012 - January 2013
Al Lago Ristorante March 2012 - July 2012
Amazon November 2011 - February 2012
San Diego Magazine October 2010 - July 2011
Sammy's Woodfired Pizza 2008 - 2011
Skills
Event Planning, Marketing Event Planning, Social Media Marketing, Strengthening Client..., Public Speaking, Hospitality, Creative Writing, French, Marketing Communications, Social Networking, Fundraising, Facebook, Event Management, Email Marketing, Marketing, Blogging, Social Media, Public Relations
Education
Point Loma Nazarene University 2006 — 2010
Bachelor of Arts (B.A.), Managerial & Organizational Communications
Institut catholique de Paris 2008 — 2008
French Studies
Ameriprise Financial Services, Inc. October 2014 - Present
FRWD Co. June 2014 - October 2014
Ameriprise Financial Services, Inc. May 2013 - June 2014
FindLaw, a Thomson Reuters business November 2011 - June 2013
Marketing Architects December 2010 - November 2011
Marketing Architects June 2010 - December 2010
Marketing Architects July 2007 - June 2010
Great Northern Baking Company 2006 - 2007
Skills
Management, Marketing Strategy, Advertising, Interactive Marketing, Digital Marketing, Digital Media, Email Marketing, Social Media, Direct Marketing, Blogging, Integrated Marketing, Online Advertising, SEM, Sales, Lead Generation, Web Analytics, Social Media Marketing, Online Marketing, PPC, Mobile Marketing, Digital Strategy
Education
University of Minnesota-Twin Cities 2002 — 2003
BS, Psychology
Iowa State University 1999 — 2002
BVK November 2011 - Present
Laughlin Constable July 2010 - November 2011
Martin Williams August 2007 - July 2010
Ameriprise Financial Services, Inc. January 2007 - July 2007
Novus Media, Inc May 2006 - October 2006
Skills
Digital Marketing, Digital Strategy, Marketing Strategy, Digital Media, Online Advertising, Advertising, Integrated Marketing, Email Marketing, Interactive Marketing, Media Planning, Social Media Marketing, Agricultural Marketing, Agribusiness, Travel Marketing, Tourism Marketing, Business-to-Business..., Powersports, Supervisory Skills, Online Tracking, Online Campaign..., Reporting & Analysis, Budget Management
Education
Iowa State University 2000 — 2004
B.A., Advertising
Mid-Iowa Doula Services January 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - Present
Skills
Customer Service
Education
Iowa Central Community College
Associate’s Degree
Ameriprise Financial Services, Inc. January 2015 - Present
Tata Consultancy Services May 2009 - January 2015
Tata Consultancy Services October 2005 - October 2009
Tata Consultancy Services May 2004 - October 2005
Applied Electromagnetics Pvt Ltd December 2002 - April 2004
Skills
Global Delivery, Operations Management, Enterprise Architecture, Agile Methodologies, Software Project..., Business Process..., Enterprise Content..., Solution Architecture, People Management, SDLC, Software Development, SOA, Java Enterprise Edition, Business Analysis, Requirements Analysis, Requirements Gathering, Java, SQL
Education
Institute of Management Technology, Ghaziabad 2000 — 2003
PGDCA, Computer Science
Birla Public School, Pilani (Rajasthan) 1993 — 1995
Intermediate, English, Physics, Maths, Biology, Chemistry
Sacred Heart Convent School, Obra (UP) 1981 — 1993
High School, Elementary
Ameriprise Financial Services, Inc. July 2010 - Present
Vomela October 2008 - July 2010
Apex April 2007 - June 2008
Medtronic Inc. May 2005 - April 2007
It's Just Lunch December 2003 - August 2004
Southview Athletic Club June 1991 - November 2003
Skills
Event Planning, Marketing, Project Management, Advertising, Public Relations, Leadership, Graphic Design, Social Media, Training, Marketing Communications, Negotiation, Email Marketing, Team Leadership, New Business Development, Management, E-commerce, Customer Service, Direct Mail, B2B, Public Speaking, Marketing Strategy, Sales, Microsoft Office, Interactive Marketing, Direct Marketing, Strategic Planning
Education
University of Wisconsin-River Falls 1997 — 2000
Bachelor's, Marketing Communications
Inver Hills Community College 1995 — 1997
Associated Arts, Generals
Aaron Herwig June 2012 - Present
H&R Block November 2002 - Present
Ameriprise Financial Services, Inc. January 2005 - June 2012
Carus Chemical Company 1990 - 2001
FMC 1975 - 1990
The Goodyear Tire & Rubber Company 1968 - 1975
Education
Iowa State University 1963 — 1968
BS, Chemical Engineering
Medline Industries, Inc. August 2014 - Present
4 Corner Resources November 2012 - August 2014
Cellular Sales May 2010 - August 2012
Flight Avionics North America September 2008 - April 2010
Ameriprise Financial Services, Inc. August 2007 - May 2008
Papa Johns March 2002 - August 2006
Skills
Recruiting, Cold Calling, Sales, Sales Operations, Account Management, Marketing, Direct Sales, Customer Service, Networking, Management, Sales Management, Customer Satisfaction, Time Management, Sales Process, Budgets, Building Relationships, Public Speaking, Customer Retention, Medical/Surgical, Capital Equipment Sales, Medical Devices, Product Launch, IT Recruitment, Inventory Management, PowerPoint, New Business Development, Business, Negotiation, Forecasting, Retail, Sourcing, Training, Human Resources, Social Networking, Team Building
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Management
Ameriprise Financial Services, Inc. January 2009 - Present
AEGON January 2007 - January 2009
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies March 2003 - January 2007
John Alden 1995 - 1998
Liberty Mutual Insurance 1982 - 1995
Skills
Fixed Annuities, Life Insurance, Recruiting, Disability Insurance, Leadership Development, Wealth Management, Term Life Insurance, Sales, Retirement, Series 6, Retirement Planning, Financial Planning, Insurance, Investments
Education
Indiana University of Pennsylvania 1976 — 1980
BS, Business Administration
Ameriprise Financial Services, Inc. April 2011 - April 2014
NOVON Consulting February 2007 - August 2007
Ameriprise Financial November 1993 - August 2006
Skills
Requirements Gathering, SDLC, Process Improvement, Business Analysis, Business Requirements, Requirements Analysis, PMO, Vendor Management, Project Management, Visio, Business Process
Education
Inver Hills Community College
Ameriprise Financial August 2005 - May 2011
Ameriprise Financial Services, Inc. February 2005 - May 2011
Skills
Process Improvement, Vendor Management, Leadership, Change Management, Financial Services, Program Management, Business Process..., Project Management, Series 7, Customer Service
Education
Iowa State University
Iowa State University
Ameriprise Financial Services, Inc. June 2013 - Present
Community Bank May 2010 - January 2013
Fridley Theaters May 2007 - April 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Organization, Windows, Mac OS X
Education
Iowa State University 2011 — 2013
Bachelor's degree, Finance
Kirkwood Community College 2009 — 2011
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Muscatine High School 2005 — 2009
Murry & Moody, Ltd. January 1992 - Present
Ameriprise Financial August 1987 - December 1988
Ameriprise Financial Services, Inc. June 1987 - December 1988
Skills
Boundary Disputes, Expert Witness, Topographic Surveys, boundary surveys, Guest Lecturing, commerical surveying, construction surveying, surveying consultant, Surveying, Building Surveying, Stormwater Management, Subdivisions, Land Development, Platting, Road, Entitlements, AutoCAD, Boundary, Process Scheduler, Zoning, Construction, Municipalities, Legal Descriptions, Civil Engineering, Construction Management, Sustainability, GPS, Highways, Drainage, Water, Site Planning, ALTA Surveys, Site Plans
Education
Indiana University Bloomington 1982 — 1986
Bachelor's Degree, Economics
Merrill Lynch April 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
Fifth Third Bank November 2012 - November 2014
Skills
Microsoft Office, Marketing, Customer Service, Social Media, Marketing Communications, Microsoft Word, PowerPoint, Public Relations, Microsoft Excel, Social Media Marketing, Public Speaking, Sales Management, Sales, Social Networking, Sales Operations
Education
Indiana University South Bend 2006 — 2010
Bachelor of Arts (BA), Mass Communications
Ameriprise Financial Franchise Owner November 1995 - Present
Ameriprise Financial Services, Inc. November 1995 - Present
Hamden, CT 06513 November 1978 - November 1995
KDB Financial Services October 1978 - November 1995
Education
Iowa State University 1967 — 1974
BS, Education
Barrington Consolidated High School, Barrington, IL 60010
UBS December 2007 - Present
Ameriprise Financial Services, Inc. March 2003 - December 2007
Education
Indiana University of Pennsylvania 1998 — 2002
BS, Finance, Accounting
Ameriprise Financial Services, Inc. February 2010 - Present
Ameriprise Financial Services, Inc. February 2009 - April 2010
UBS February 2000 - February 2009
Wachovia Securities, LLC (formerly Prudential Securities) February 1998 - February 2000
Hilliard Lyons August 1996 - February 1998
Skills
Licensed Life & Health...
Education
Indiana University-Southeast 1987 — 1990
Accounting
Wunderman November 2014 - Present
Wunderman August 2014 - Present
Optum April 2013 - January 2014
Wunderman April 2012 - April 2013
Deluxe Corporation January 2011 - April 2012
Ameriprise Financial Services, Inc. 2006 - 2009
Skills
Direct Mail, Direct Marketing, Project Management, Digital Marketing, Marketing Communications, Email Marketing, Advertising, Social Media, Adobe Creative Suite, Account Management, Marketing, Microsoft Office, Integrated Marketing, Interactive Marketing, Web Analytics, Marketing Strategy, Social Media Marketing, Brand Development
Education
International Academy of Design and Technology-Chicago
Bachelor of Fine Arts (B.F.A.), Fashion/Apparel Design
Ameriprise Financial Services, Inc. July 2011 - Present
Robert Half Management Resources January 2010 - July 2011
Ameriprise Financial Services, Inc. April 2006 - August 2009
Ameriprise Financial Services, Inc. October 1998 - April 2006
Graham Webb International (Hair care products) June 1993 - October 1998
Education
Iowa State University 1970 — 1975
BS, Industrial Administration/Accounting
Ameriprise Financial Services, Inc. January 2007 - July 2010
Juhnke Campbell and Associates 2006 - 2007
Education
Iowa State University - College of Business 1996 — 2000
B.S., Finance and Economics
USAA August 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - August 2013
Wells Fargo Bank January 2010 - March 2012
Wells Fargo Bank July 2008 - January 2010
Education
Texas A&M Commerce 2009 — 2011
08/2011, MBA
Iowa State University - College of Business 2003 — 2004
BS in MGMT, Management
Ameriprise Financial Services, Inc. December 1997 - Present
Aspen Meadows Resort May 1996 - October 1997
Aspen Meadows Resort April 1995 - May 1996
The Hotel Jerome 1994 - 1995
Skills
Restaurants, Banquets, Retirement Planning, Series 7, Fine Dining, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Financial Advisory, Estate Planning, Investments
Education
Indiana University Bloomington 1989 — 1993
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. March 1997 - Present
Education
Iowa State University 1991 — 1996
BS, Finance
RG Galleries January 2005 - Present
Ameriprise Financial Services, Inc. October 1988 - June 2006
Skills
Art, Fine Art, Personal Finance, Growth Investing, Real Estate Investor, Fine Art Photography, Painting, Graphic Design, Portrait Photography, Digital Photography, Books, Multimedia, SEO, Graphics, Photography, Customer Service, Leadership, Marketing, Public Speaking, Small Business, Team Building, Financial Planning, Marketing Strategy, Nonprofits, Microsoft Excel, Strategic Planning, Public Relations
Education
Iowa State University 1958 — 1962
PhD, Structural Chemistry
Carroll University 1954 — 1958
Bachelor of Science (B.S.), Chemistry, Math, Physics
Businessolver February 2015 - Present
Businessolver September 2013 - Present
Aviva USA May 2011 - September 2013
Ameriprise Financial Services, Inc. April 2010 - May 2011
University of Nebraska-Lincoln June 2009 - April 2010
Iowa State University January 2006 - May 2009
The Buckle May 2008 - August 2008
Skills
Outlook, PowerPoint, Word, Excel, InDesign, Microsoft Excel, Microsoft Word, Salesforce.com, Organization, Event Management, Training, Marketing, Marketing Strategy, Sales, Event Planning, Leadership Development, Insurance, Leadership, Recruiting, Budgets, Management, Sales Management, Time Management, Analysis, Coaching, Data Analysis, Employee Benefits, Human Resources, Interviews, Microsoft Office, Public Relations, Public Speaking, Social Media, Social Networking, Strategic Planning, Team Building, Team Leadership
Education
Iowa State University 2005 — 2009
Speech Communication, Speech Communication and Communication Studies
Independent Options and Futures Trader March 2015 - Present
Lakeshore Capital Management May 2009 - March 2015
Scotiabank August 2000 - May 2009
Ameriprise Financial Services, Inc. December 1999 - August 2000
Scotiabank February 1997 - May 1999
Skills
Credit Risk, Credit Analysis, Capital Markets, Credit, Corporate Finance, Banking, Syndications, Risk Management, Derivatives, Securitization, Commercial Banking, Structured Finance, Investments, Loans, Financial Modeling, Fixed Income
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst (CFA)
Instituto Tecnológico Autónomo de México / ITAM 2001 — 2003
Master of Business Administration (MBA)
Instituto Tecnológico Autónomo de México / ITAM 1992 — 1996
Bachelor of Science, Economics
Go Get FRED April 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - April 2009
HomeKey Mortgage February 2006 - October 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Public Speaking, Social Media, Strategic Planning, Leadership, Management, Team Leadership, Operations Management, Inventory Management, Sales
Education
Iowa State University 2000 — 2004
Bachelor of Science (BS), Finance, General
Edina High School 1997 — 2000
High School Diploma
Global Ethanol LLC September 2007 - October 2010
Ameriprise Financial Services, Inc. August 2003 - March 2007
Cargill 1986 - 2000
Education
Iowa State University 1979 — 1983
BBA, Accounting & Finance
Ameriprise Financial Services, Inc. November 1999 - Present
Goledn Books Publishing March 1995 - September 1999
Education
Indiana Wesleyan University 1997 — 1999
MBA, Businees Administration
Manchester College 1988 — 1992
BS, Business Education
Bremer Bank June 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - June 2014
U.S. Bancorp Investments March 2003 - July 2013
MJSK March 1985 - March 2003
Juran & Moody, Inc. March 1985 - January 1997
Skills
Insurance, Series 7, Product Development, Compliance, Licensing, Registration, Securities, FINRA, Investments, Mutual Funds, Financial Services, Portfolio Management
Education
Inver Hills Community College 1977 — 2009
AAS
Legg Mason 2011 - Present
JPMorgan Chase February 2009 - January 2011
Ameriprise Financial Services, Inc. May 2006 - February 2009
New York Jets April 2004 - September 2004
Education
Iona College 1999 — 2003
BBA, Marketing Strategy & Sales
Ameriprise Financial Services, Inc. February 2015 - Present
BI WORLDWIDE November 2013 - December 2014
US Banccorp April 2013 - November 2013
US Banccorp May 2012 - April 2013
Education
International Technological University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Arkansas 2006 — 2008
Master’s Degree, Business/Managerial Economics
Ameriprise Financial Services, Inc. October 2002 - Present
Education
Indiana University Bloomington 1992 — 1996
BA, Economics
Ameriprise Financial Services, Inc. March 2000 - March 2013
Ameriprise Financial Services, Inc. May 1985 - September 1996
Skills
Instructional Design, Technical Writing, Financial Services, Process Improvement, Microsoft Office, Visio, Instructor-led Training, Internal Communications, Captivate
Education
University of St. Thomas 1994 — 1997
Master of Business Communication, Professional, Technical, Business, and Scientific Writing
Iowa State University 1983 — 1983
Textile Sciences and Engineering
University of Iowa 1978 — 1981
Bachelor of Business Administration (B.B.A.), Economics and Industrial Relations Double Major
North Iowa Area Community College 1976 — 1978
Associate of Business Administration, Economics
Key Lime Cove Water Park and Resort January 2015 - Present
Comfort Suites Hotel Johnson Creek June 2013 - December 2014
Bases Loaded, LLC January 2012 - May 2013
Waddell and Reed August 2007 - March 2009
Ameriprise Financial Services, Inc. November 2005 - March 2007
Skills
Finance, Management, Microsoft Excel, Investments, Financial Planning, Financial Analysis
Education
Iowa State University 1988 — 1994
Bachelor of Business Administration (BBA), Finance, General
PHH Mortgage February 2011 - Present
Surepoint Lending January 2007 - January 2011
Ameriprise Financial Services, Inc. July 2005 - January 2007
Education
Indiana University-Southeast 2000 — 2004
Lake County Emergency Communications September 2008 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Outlook, Process Improvement, Team Building, Time Management, Marketing, Research
Education
Indiana University-Northwest 2004 — 2006
Business Administration and Management, General
Hammond Baptist High School 2000 — 2004