Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

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

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Geoff Lemoine Geoff Lemoine San Diego, California Details
Geoff Lemoine's Ameriprise Financial Services, Inc. Experience October 2007 - December 2010
Job Field Operations Team Leader at Ameriprise Financial
Industry Financial Services
Experience
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

Jeremy Knudsen, CFP® Jeremy Knudsen, CFP® Greater Minneapolis-St. Paul Area Details
Jeremy Knudsen, CFP®'s Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Franchise Recruiting & Engagement Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Morgan Sparks Morgan Sparks Greater Chicago Area Details
Morgan Sparks's Ameriprise Financial Services, Inc. Experience October 2007 - September 2012
Job Service Industry
Industry Hospitality
Experience
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

Bryan Knudson, CFP® Bryan Knudson, CFP® Dubuque, Iowa Details
Bryan Knudson, CFP®'s Ameriprise Financial Services, Inc. Experience November 2004 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
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

MariBeth Hansen MariBeth Hansen Greater Minneapolis-St. Paul Area Details
MariBeth Hansen's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Charles DeKovic Charles DeKovic Des Moines, Iowa Area Details
Charles DeKovic's Ameriprise Financial Services, Inc. Experience July 1995 - June 2003
Job Associate, Team Lead for Mercer Marketplace
Industry Information Technology and Services
Experience
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

John Celt John Celt Saint Paul, Minnesota Details
John Celt's Ameriprise Financial Services, Inc. Experience May 1985 - Present
Job Operations Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kevin McCauley Kevin McCauley Muscatine, Iowa Details
Kevin McCauley's Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Alfred Loomer, CFP®,CRPS®, MST Alfred Loomer, CFP®,CRPS®, MST East Hartford, Connecticut Details
Alfred Loomer, CFP®,CRPS®, MST's Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job
Industry Financial Services
Experience
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

Katie Melsheimer Katie Melsheimer Bloomington, Indiana Area Details
Katie Melsheimer's Ameriprise Financial Services, Inc. Experience May 2008 - August 2008
Job Systems Assistant at Indiana University
Industry Higher Education
Experience
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

Nicole Boyce Nicole Boyce Norwalk, Connecticut Details
Nicole Boyce's Ameriprise Financial Services, Inc. Experience July 2006 - April 2007
Job PMO, Governance & Policy Leader
Industry Program Development
Experience
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

Megan Spear, CFP®, CRPC® Megan Spear, CFP®, CRPC® Greater Pittsburgh Area Details
Megan Spear, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience November 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brian Joseph Brian Joseph Hopkins, Minnesota Details
Brian Joseph's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brittany Held Brittany Held Indianapolis, Indiana Details
Brittany Held's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Legislative Assistant at Indiana State Senate
Industry Museums and Institutions
Experience
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

Erin Bewley Erin Bewley Sarasota, Florida Details
Erin Bewley's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Operations Director & Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kyle Jennings Kyle Jennings Louisville, Kentucky Area Details
Kyle Jennings's Ameriprise Financial Services, Inc. Experience April 2012 - December 2013
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
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

Adam Schmidt Adam Schmidt Greater Minneapolis-St. Paul Area Details
Adam Schmidt's Ameriprise Financial Services, Inc. Experience June 2011 - May 2012
Job Senior Associate in CIO Advisory at KPMG
Industry Management Consulting
Experience
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

Bronson Helt Bronson Helt Fort Madison, Iowa Details
Bronson Helt's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present

Education
Iowa State University   2008 — 2012
Bachelor of Science (B.S.), Finance, General

Nick Freeland Nick Freeland Indianapolis, Indiana Area Details
Nick Freeland's Ameriprise Financial Services, Inc. Experience March 2015 - May 2015
Job Executive Associate at Ameriprise Financial Services, Inc.
Industry
Experience
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

Nicholas Gunn Nicholas Gunn Greater Minneapolis-St. Paul Area Details
Nicholas Gunn's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job IST Professional at Ameriprise Financial
Industry Financial Services
Experience
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

Louis Schuster Louis Schuster Mesa, Arizona Details
Louis Schuster's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job
Industry Financial Services
Experience
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

Ian Doll Ian Doll Chicago, Illinois Details
Ian Doll's Ameriprise Financial Services, Inc. Experience May 2011 - June 2011
Job Wealth Advisor at RMB Capital
Industry Financial Services
Experience
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

Paul Slaughter Paul Slaughter Louisville, Kentucky Details
Paul Slaughter's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Paraplanner at Ameriprise Financial Services
Industry Financial Services
Experience
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

Jay Sisco, PMP Jay Sisco, PMP Greater Minneapolis-St. Paul Area Details
Jay Sisco, PMP's Ameriprise Financial Services, Inc. Experience August 2014 - February 2015
Job Project Manager at U.S. Bank
Industry Financial Services
Experience
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

Russell McLean, CFP®, CRPC®, MBA Russell McLean, CFP®, CRPC®, MBA Portland, Oregon Area Details
Russell McLean, CFP®, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience September 2005 - Present
Job Associate Vice President Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Stephanie Nordmeyer Stephanie Nordmeyer Greater Minneapolis-St. Paul Area Details
Stephanie Nordmeyer's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Product Marketing and Communications Specialist at Ameriprise Financial
Industry Marketing and Advertising
Experience
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

Suzy Schmidt Suzy Schmidt Greater Minneapolis-St. Paul Area Details
Suzy Schmidt's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Client Services Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Scott Flanigan Scott Flanigan Jacksonville, Florida Area Details
Scott Flanigan's Ameriprise Financial Services, Inc. Experience July 2006 - September 2006
Job Vice President, Customer Segment Analyst at Merrill Edge
Industry Financial Services
Experience
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

Jason Stierman, CFP®, APMA®, CRPC® Jason Stierman, CFP®, APMA®, CRPC® Des Moines, Iowa Area Details
Jason Stierman, CFP®, APMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2005 - February 2006
Job Financial Advisor Keeling Wealth Advisors
Industry Financial Services
Experience
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

Lucas Hodgdon Lucas Hodgdon Greater Minneapolis-St. Paul Area Details
Lucas Hodgdon's Ameriprise Financial Services, Inc. Experience March 2012 - October 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Siddharth (Sidd) Shah Siddharth (Sidd) Shah Greater Los Angeles Area Details
Siddharth (Sidd) Shah's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor, Franchise Owner
Industry Financial Services
Experience
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

Jeffrey Franke Jeffrey Franke Des Moines, Iowa Area Details
Jeffrey Franke's Ameriprise Financial Services, Inc. Experience April 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1996 - Present

Education
Iowa State University
Bachelor's degree, Family Resource Management

Douglas Mark, CFP®, MBA Douglas Mark, CFP®, MBA Greater New York City Area Details
Douglas Mark, CFP®, MBA's Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Tony Buhr Tony Buhr Mason City, Iowa Details
Tony Buhr's Ameriprise Financial Services, Inc. Experience May 2001 - March 2007
Job Specializing in common sense solutions.
Industry Staffing and Recruiting
Experience
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

Nick Fraietta Nick Fraietta Yorktown Heights, New York Details
Nick Fraietta's Ameriprise Financial Services, Inc. Experience May 2012 - May 2013
Job Liquidity Analyst at Credit Suisse
Industry Financial Services
Experience
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

Sharlene Cummings CPA, ChFC®, CLU® Sharlene Cummings CPA, ChFC®, CLU® South Bend, Indiana Area Details
Sharlene Cummings CPA, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience June 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Pete Piotrowski Pete Piotrowski Cranberry Twp, Pennsylvania Details
Pete Piotrowski's Ameriprise Financial Services, Inc. Experience September 2001 - June 2003
Job State Farm Agent at Pete Piotrowski State Farm Insurance
Industry Insurance
Experience
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)

Sanjay Pawar CFP®,CFA®,MBA Sanjay Pawar CFP®,CFA®,MBA Greater Philadelphia Area Details
Sanjay Pawar CFP®,CFA®,MBA's Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job A financial advisory practice of Ameriprise Financial Services Inc.
Industry Financial Services
Experience
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

Sarah Denney Johnson Sarah Denney Johnson Greater Minneapolis-St. Paul Area Details
Sarah Denney Johnson's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Manager, Business Planning Advice and Wealth Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brandon R. Rickard Brandon R. Rickard Greater Pittsburgh Area Details
Brandon R. Rickard's Ameriprise Financial Services, Inc. Experience December 2006 - September 2009
Job Senior Financial Advisor
Industry Financial Services
Experience
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

Bruce Mayer Bruce Mayer Greater Minneapolis-St. Paul Area Details
Bruce Mayer's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Luigi Muccitelli Luigi Muccitelli Briarcliff Manor, New York Details
Luigi Muccitelli's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Michael Francis, MBA Michael Francis, MBA Greater New York City Area Details
Michael Francis, MBA's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Investment Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Tim Gump, CFP Tim Gump, CFP United States Details
Tim Gump, CFP's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Matthew Derado, CFP®, CRPC® Matthew Derado, CFP®, CRPC® Indianapolis, Indiana Area Details
Matthew Derado, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

John Wright MBA, CFP John Wright MBA, CFP Richmond, Indiana Details
John Wright MBA, CFP's Ameriprise Financial Services, Inc. Experience 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nickolas Nyhus, SPHR, SHRM-SCP Nickolas Nyhus, SPHR, SHRM-SCP Greater Minneapolis-St. Paul Area Details
Nickolas Nyhus, SPHR, SHRM-SCP's Ameriprise Financial Services, Inc. Experience April 2009 - February 2015
Job
Industry Medical Practice
Experience
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

Kathryn Kerwin-Ryberg Kathryn Kerwin-Ryberg Greater Minneapolis-St. Paul Area Details
Kathryn Kerwin-Ryberg's Ameriprise Financial Services, Inc. Experience 2008 - 2010
Job Customer Experience Program Manager, Assistant Vice President, at US Bank
Industry Financial Services
Experience
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

Chen Shao Chen Shao Minneapolis, Minnesota Details
Chen Shao's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Financial Analyst (FLDP) at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Chandler Davis Chandler Davis Muncie, Indiana Details
Chandler Davis's Ameriprise Financial Services, Inc. Experience June 2006 - August 2014
Job Student at Indiana University Bloomington
Industry Computer Networking
Experience
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

Ashish kukreja Ashish kukreja Bridgewater, New Jersey Details
Ashish kukreja's Ameriprise Financial Services, Inc. Experience August 2009 - January 2011
Job Engagement Manager at Cognizant Technology Solutions
Industry Pharmaceuticals
Experience
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

Brent Makarczyk Brent Makarczyk Scranton, Pennsylvania Area Details
Brent Makarczyk's Ameriprise Financial Services, Inc. Experience March 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

John D Lentz, CRPC® John D Lentz, CRPC® Allentown, Pennsylvania Area Details
John D Lentz, CRPC®'s Ameriprise Financial Services, Inc. Experience July 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Aubrey Lucas Castillo Aubrey Lucas Castillo Greater Minneapolis-St. Paul Area Details
Aubrey Lucas Castillo's Ameriprise Financial Services, Inc. Experience January 2000 - September 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

Micah Kelley, CRPC® Micah Kelley, CRPC® Greater Pittsburgh Area Details
Micah Kelley, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2008 - February 2015
Job Partner / Chartered Retirement Planning Counselor at The Kelley Financial Group
Industry Financial Services
Experience
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

Alyse Hunter Alyse Hunter Chariton, Iowa Details
Alyse Hunter's Ameriprise Financial Services, Inc. Experience August 1984 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1984 - Present

Education
Iowa State University   1979 — 1983
BS, Family Environment

Chariton High School   1975 — 1979

Kristen Molloy Kristen Molloy Greater New York City Area Details
Kristen Molloy's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
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

Matilda Miglio Matilda Miglio Providence, Rhode Island Area Details
Matilda Miglio's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry International Affairs
Experience
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

Helena Tsai Helena Tsai Greater Boston Area Details
Helena Tsai's Ameriprise Financial Services, Inc. Experience August 2012 - October 2012
Job Financial Analyst at Sun Life Financial
Industry Financial Services
Experience
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

Micah Dixon Micah Dixon Urbana-Champaign, Illinois Area Details
Micah Dixon's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Financial Advisor, Business Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Andy Herche Andy Herche Indianapolis, Indiana Area Details
Andy Herche's Ameriprise Financial Services, Inc. Experience January 2006 - August 2006
Job Product Manager at Remy International
Industry Automotive
Experience
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

Alex Broughton Alex Broughton Minneapolis, Minnesota Details
Alex Broughton's Ameriprise Financial Services, Inc. Experience May 2012 - January 2014
Job Intuitive | Customer Service | Detailed Oriented | Finance | Business Administration | Interpersonal | Networking |
Industry Executive Office
Experience
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

Joe Wilson III, AAMS Joe Wilson III, AAMS West Chester, Ohio Details
Joe Wilson III, AAMS's Ameriprise Financial Services, Inc. Experience May 2009 - July 2014
Job President, Wealth Management at Trilogy Private Capital
Industry Financial Services
Experience
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

Leontre Campbell Leontre Campbell Greater Minneapolis-St. Paul Area Details
Leontre Campbell's Ameriprise Financial Services, Inc. Experience May 2012 - March 2013
Job Representative
Industry Financial Services
Experience
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

Brad Olson Brad Olson Greater Minneapolis-St. Paul Area Details
Brad Olson's Ameriprise Financial Services, Inc. Experience October 2010 - June 2011
Job Principal at Beyer Consulting Group, LLC
Industry Management Consulting
Experience
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

Diane Franklin-Coleman Diane Franklin-Coleman New Albany, Indiana Details
Diane Franklin-Coleman's Ameriprise Financial Services, Inc. Experience June 2009 - July 2015
Job CSA at Horizon Wealth Management
Industry Financial Services
Experience
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

Lee Ann Gregg, CRPC® Lee Ann Gregg, CRPC® Greater Atlanta Area Details
Lee Ann Gregg, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc., Certified Retirement Planning Counselor
Industry Investment Management
Experience
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

Craig Marrs, CFP, CIMA, AIF Craig Marrs, CFP, CIMA, AIF Ames, Iowa Details
Craig Marrs, CFP, CIMA, AIF's Ameriprise Financial Services, Inc. Experience January 1985 - December 2009
Job Principal, Marrs Wealth Management, LLC
Industry Investment Management
Experience
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

Caroline Adler Caroline Adler North Attleboro, Massachusetts Details
Caroline Adler's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Creative Student at Isenberg School of Management
Industry Marketing and Advertising
Experience
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

Seth Spreadbury Seth Spreadbury Greater Minneapolis-St. Paul Area Details
Seth Spreadbury's Ameriprise Financial Services, Inc. Experience August 2006 - April 2008
Job Assistant Vice President, Senior Strategic Alliance Specialist at Chubb Insurance
Industry Insurance
Experience
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

Dana Bahr-Deibert Dana Bahr-Deibert Raleigh-Durham, North Carolina Area Details
Dana Bahr-Deibert's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Senior Director AAG Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kevin Benjamin CLU, ChFC, FLMI, CRPC Kevin Benjamin CLU, ChFC, FLMI, CRPC Greater New York City Area Details
Kevin Benjamin CLU, ChFC, FLMI, CRPC's Ameriprise Financial Services, Inc. Experience August 2004 - March 2007
Job Innovative Executive Field Leader Developing / Building / Supporting Sales Teams & Distribution Growth
Industry Financial Services
Experience
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)

Brandon Kaisler Brandon Kaisler Dallas/Fort Worth Area Details
Brandon Kaisler's Ameriprise Financial Services, Inc. Experience June 2007 - November 2007
Job Director of Operations Cobra Trading, Inc.
Industry Financial Services
Experience
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

Frank Riolo Frank Riolo Greater New York City Area Details
Frank Riolo's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Abigail Olson Abigail Olson Greater Minneapolis-St. Paul Area Details
Abigail Olson's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Compliance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Erik Poje Erik Poje Greater Boston Area Details
Erik Poje's Ameriprise Financial Services, Inc. Experience October 2003 - August 2007
Job Director of Sales at Boston Logic Technology Partners
Industry Computer Software
Experience
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

Akash Chaudhry Akash Chaudhry Amherst, Massachusetts Details
Akash Chaudhry's Ameriprise Financial Services, Inc. Experience June 2010 - September 2010
Job MBA/MS Sport Management Candidate at McCormack Department of Sport Management at the University of Massachusetts
Industry Sports
Experience
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

Doug Cain Doug Cain Sarasota, Florida Area Details
Doug Cain's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job
Industry Financial Services
Experience
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

Andy Pudenz Andy Pudenz West Des Moines, Iowa Details
Andy Pudenz's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job RSA, Operations Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Thang Ta (Tom) Thang Ta (Tom) Indianapolis, Indiana Area Details
Thang Ta (Tom)'s Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Alan Dufresne Alan Dufresne Leavenworth, Kansas Details
Alan Dufresne's Ameriprise Financial Services, Inc. Experience August 2003 - January 2005
Job Resident Student, CGSC Fort Leavenworth, KS
Industry Military
Experience
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

Ed Muir Ed Muir Indianapolis, Indiana Area Details
Ed Muir's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Erin Christian Erin Christian Webster City, Iowa Details
Erin Christian's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Melissa Losh Melissa Losh West Des Moines, Iowa Details
Melissa Losh's Ameriprise Financial Services, Inc. Experience October 2005 - August 2008
Job Business Systems Consultant at Wells Fargo Home Mortgage
Industry Insurance
Experience
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

Kelsey Masters Kelsey Masters Greater Seattle Area Details
Kelsey Masters's Ameriprise Financial Services, Inc. Experience July 2012 - April 2013
Job Product Coordination at Nordstrom
Industry Retail
Experience
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

Katelin Johnson Katelin Johnson Greater Minneapolis-St. Paul Area Details
Katelin Johnson's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Director, Interactive Marketing Emerging Digital Channels at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
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

Jeff Lancioni Jeff Lancioni Greater Milwaukee Area Details
Jeff Lancioni's Ameriprise Financial Services, Inc. Experience January 2007 - July 2007
Job Media Supervisor
Industry Marketing and Advertising
Experience
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

Shawna Schmidt CD(DONA), CIMI Shawna Schmidt CD(DONA), CIMI Kamrar, Iowa Details
Shawna Schmidt CD(DONA), CIMI's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Birth Doula at MidIowa Doula Services
Industry Financial Services
Experience
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

Gaurav Kumar (Dadu) Gaurav Kumar (Dadu) Minneapolis, Minnesota Details
Gaurav Kumar (Dadu)'s Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Director Technology Operations at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
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

Terri Ahlberg Terri Ahlberg Greater Minneapolis-St. Paul Area Details
Terri Ahlberg's Ameriprise Financial Services, Inc. Experience July 2010 - Present
Job Financial Print Producer at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
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

Roger Threde Roger Threde Kansas City, Missouri Area Details
Roger Threde's Ameriprise Financial Services, Inc. Experience January 2005 - June 2012
Job Tax Professional
Industry Accounting
Experience
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

Ben Halluska Ben Halluska Tampa/St. Petersburg, Florida Area Details
Ben Halluska's Ameriprise Financial Services, Inc. Experience August 2007 - May 2008
Job Surgery Center Sales
Industry Medical Devices
Experience
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

Marvin Hudson Marvin Hudson Hollidaysburg, Pennsylvania Details
Marvin Hudson's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Senior Regional Vice President Ameriprise Financial
Industry Financial Services
Experience
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

Kim Tennant Kim Tennant Greater Minneapolis-St. Paul Area Details
Kim Tennant's Ameriprise Financial Services, Inc. Experience April 2011 - April 2014
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jacinda Bunde Jacinda Bunde Greater Minneapolis-St. Paul Area Details
Jacinda Bunde's Ameriprise Financial Services, Inc. Experience February 2005 - May 2011
Job Manager Client Website Support, Ameriprise Financial
Industry Financial Services
Experience
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

Emily (Petersen) Bloomquist Emily (Petersen) Bloomquist Greater Pittsburgh Area Details
Emily (Petersen) Bloomquist's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Primary/Secondary Education
Experience
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

Barbara Murry Barbara Murry Greater Chicago Area Details
Barbara Murry's Ameriprise Financial Services, Inc. Experience June 1987 - December 1988
Job President at Murry & Moody, Ltd.
Industry Civil Engineering
Experience
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

Lony Chhuon Lony Chhuon Greater Grand Rapids, Michigan Area Details
Lony Chhuon's Ameriprise Financial Services, Inc. Experience November 2014 - April 2015
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

W. David Butzman W. David Butzman San Francisco Bay Area Details
W. David Butzman's Ameriprise Financial Services, Inc. Experience November 1995 - Present
Job Private Wealth Advisor, Business Financial Advisor, at Ameriprise Financial , CA Ins.#0B54278
Industry Financial Services
Experience
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

Vincent Valerio Vincent Valerio Greater New York City Area Details
Vincent Valerio's Ameriprise Financial Services, Inc. Experience March 2003 - December 2007
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  December 2007 - Present
Ameriprise Financial Services, Inc.   March 2003 - December 2007

Education
Indiana University of Pennsylvania   1998 — 2002
BS, Finance, Accounting

Heidi Flowers Heidi Flowers Louisville, Kentucky Area Details
Heidi Flowers's Ameriprise Financial Services, Inc. Experience February 2010 - Present
Job Operations Leader at Ameriprise Financial
Industry Financial Services
Experience
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

Kristen Frazer Kristen Frazer Greater Minneapolis-St. Paul Area Details
Kristen Frazer's Ameriprise Financial Services, Inc. Experience 2006 - 2009
Job Digital Delivery Lead Email at Wunderman
Industry Marketing and Advertising
Experience
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

Cheryl Geesaman Cheryl Geesaman Greater Minneapolis-St. Paul Area Details
Cheryl Geesaman's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Regulatory Reporting Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Diana McClure Diana McClure Greater St. Louis Area Details
Diana McClure's Ameriprise Financial Services, Inc. Experience January 2007 - July 2010
Job Retired Paraplanner
Industry Financial Services
Experience
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

Shawn Montague, MBA, CFP® Shawn Montague, MBA, CFP® Dallas/Fort Worth Area Details
Shawn Montague, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience November 2011 - August 2013
Job Wealth Manager, CFP®
Industry Financial Services
Experience
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

Eric Durnell Eric Durnell Greater Denver Area Details
Eric Durnell'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
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.)

Eli Ward Eli Ward Kansas City, Missouri Area Details
Eli Ward's Ameriprise Financial Services, Inc. Experience March 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1997 - Present

Education
Iowa State University   1991 — 1996
BS, Finance

Gordon Engebretson Gordon Engebretson Tampa/St. Petersburg, Florida Area Details
Gordon Engebretson's Ameriprise Financial Services, Inc. Experience October 1988 - June 2006
Job Owner, RG Galleries
Industry Arts and Crafts
Experience
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

Julie Pieper Julie Pieper West Des Moines, Iowa Details
Julie Pieper's Ameriprise Financial Services, Inc. Experience April 2010 - May 2011
Job National Account Executive at Businessolver
Industry Human Resources
Experience
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

Marc Pijoan, CFA, MBA Marc Pijoan, CFA, MBA Greater Minneapolis-St. Paul Area Details
Marc Pijoan, CFA, MBA's Ameriprise Financial Services, Inc. Experience December 1999 - August 2000
Job Independent Options and Futures Trader
Industry Banking
Experience
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

Kevin Goodlund Kevin Goodlund Greater Minneapolis-St. Paul Area Details
Kevin Goodlund's Ameriprise Financial Services, Inc. Experience October 2006 - April 2009
Job Go To Guy
Industry Recreational Facilities and Services
Experience
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

Lisa Mazurek Lisa Mazurek Greater Minneapolis-St. Paul Area Details
Lisa Mazurek's Ameriprise Financial Services, Inc. Experience August 2003 - March 2007
Job Senior Financial Analyst & Credit Manager at Global Ethanol LLC
Industry Oil & Energy
Experience
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

Jennifer Sterrett, MBA Jennifer Sterrett, MBA Lafayette, Indiana Details
Jennifer Sterrett, MBA's Ameriprise Financial Services, Inc. Experience November 1999 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Victoria Jasper Victoria Jasper Morris, Minnesota Details
Victoria Jasper's Ameriprise Financial Services, Inc. Experience August 2013 - June 2014
Job
Industry Banking
Experience
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

Kevin Fales Kevin Fales Greater New York City Area Details
Kevin Fales's Ameriprise Financial Services, Inc. Experience May 2006 - February 2009
Job
Industry Financial Services
Experience
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

Padma Swamy Padma Swamy Greater Minneapolis-St. Paul Area Details
Padma Swamy's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Sr. QA Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
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

Kyong Cruz Kyong Cruz Agawam, Massachusetts Details
Kyong Cruz's Ameriprise Financial Services, Inc. Experience October 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2002 - Present

Education
Indiana University Bloomington   1992 — 1996
BA, Economics

Teeoh Otten Teeoh Otten Minneapolis, Minnesota Details
Teeoh Otten's Ameriprise Financial Services, Inc. Experience March 2000 - March 2013
Job Sr. Online Documentation Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Grant Brickley Grant Brickley Johnson Creek, Wisconsin Details
Grant Brickley's Ameriprise Financial Services, Inc. Experience November 2005 - March 2007
Job Night Auditor, Key Lime Cove Resort
Industry Consumer Services
Experience
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

Latisha Claudio Latisha Claudio Jacksonville, Florida Details
Latisha Claudio's Ameriprise Financial Services, Inc. Experience July 2005 - January 2007
Job Operations Supervisor at PHH Mortgage
Industry Financial Services
Experience
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

Jamie Feil Jamie Feil Greater Chicago Area Details
Jamie Feil's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Administrative Assistant
Industry Financial Services
Experience
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

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