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
Brett May, MSF Brett May, MSF Baton Rouge, Louisiana Area Details
Brett May, MSF's Ameriprise Financial Services, Inc. Experience May 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2008 - Present

Education
Louisiana State University   2007 — 2009
Master of Science, Finance

Louisiana State University   2003 — 2007
Bachelor of Science, Finance

Daniel Freeman Daniel Freeman Los Angeles, California Details
Daniel Freeman's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Account Coordinator at Media Design Group
Industry
Experience
Event Operations, Loyola Marymount University   May 2013 - June 2015
Ameriprise Financial Services, Inc.   June 2014 - August 2014
johnnie-O  September 2013 - December 2013
Blue Mountain Realty Inc.  June 2012 - August 2012
Omron Network Products   May 2011 - August 2011

Skills
Finance, Real Estate, Retail, Microsoft Word, Public Speaking, Social Media, Management, Leadership

Education
Loyola Marymount Univeristy   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Loyola Marymount University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Elizabeth A. Swanson Elizabeth A. Swanson Rochester, Minnesota Details
Elizabeth A. Swanson's Ameriprise Financial Services, Inc. Experience 2003 - 2006
Job Registered Principal Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Echelon Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.   2012 - Present
Ehleringer, Douglas, Stolz & Associates, a private wealth advisory practice of Ameriprise Financial   2006 - 2012
Ameriprise Financial Services, Inc.   2003 - 2006

Education
Luther College
Bachelor of Arts (B.A.)

University of Wisconsin-Madison
Master of Arts (M.A.)

Elizabeth Campney Elizabeth Campney Omaha, Nebraska Details
Elizabeth Campney's Ameriprise Financial Services, Inc. Experience March 2008 - March 2009
Job Wealth Advisor Client Associate, RP at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Bank  September 2010 - Present
Ameriprise Financial Services, Inc.   March 2008 - March 2009
Regions Financial Corporation  May 2007 - January 2008

Skills
Portfolio Management, Retirement Planning, Banking, Investments, Singing, Estate Planning, Asset Management, Relationship Management, Risk Management, Series 7, Personal Financial..., Series 63, Wealth, Financial Services, Strategic Planning

Education
Luther College   1997 — 2004
Bachelor of Arts (B.A.), Business Management

Roberta Moore, Sr. Financial Analyst Roberta Moore, Sr. Financial Analyst Greater Minneapolis-St. Paul Area Details
Roberta Moore, Sr. Financial Analyst's Ameriprise Financial Services, Inc. Experience July 2007 - August 2011
Job Forecasting, Budgeting and Analysis | Management Reporting | Technology Portfolio Financials
Industry Financial Services
Experience
Ecolab  August 2011 - April 2013
Ameriprise Financial Services, Inc.   July 2007 - August 2011
Ameriprise Financial Services, Inc.   June 2005 - June 2007
Moneygram  May 2000 - June 2005
West Publishing  1999 - 2000
Cray Research  1994 - 1998

Skills
PMO, Vendor Management, Leadership, Finance, Process Improvement, Strategic Financial..., SDLC, Financial Analysis, Financial Services, Forecasting, Program Management, Teamwork, Financial Reporting, Capital Budgeting, Variance Analysis, Business Case Review, Project Portfolio..., Training, Analysis, Budgets, Managerial Finance, Strategy, Management, Cross-functional Team...

Education
University of Saint Thomas - School of Business
MBA, Accounting

University of St. Thomas
Mini Master, Program Management

Macalester College
BA

John D. Quinn John D. Quinn Beverly Hills, California Details
John D. Quinn's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
J.P. Morgan   October 2008 - April 2012

Skills
Financial Planning

Education
Lynn University   1992 — 1994
Bachelor of Business Administration (B.B.A.), International Business

Our Lady of Lourdes   1986 — 1990
High School

Beverly Robinson Beverly Robinson Rancho Santa Fe, California Details
Beverly Robinson's Ameriprise Financial Services, Inc. Experience March 2010 - February 2014
Job Wealth Advisor, Jackey/Robinson Group
Industry Financial Services
Experience
Jackey/Robinson Group   February 2014 - Present
Ameriprise Financial Services, Inc.   March 2010 - February 2014
Wells Fargo Advisors  April 2007 - March 2010
Banc of America Investments  June 1996 - April 2007

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Estate Planning, Insurance, Retirement, Investments, Finance, Mutual Funds, Investment Advisory, IRAs, Wealth

Education
Louisiana State University   1970 — 1974
BS, Liberal Arts

Chad Gerst Chad Gerst Greater Minneapolis-St. Paul Area Details
Chad Gerst's Ameriprise Financial Services, Inc. Experience April 2004 - December 2014
Job Financial Advisor with Ameriprise Financial Services, Inc. at Investors Advisory Management Group
Industry Financial Services
Experience
Investors Advisory Management Group   December 2014 - Present
Ameriprise Financial Services, Inc.   April 2004 - December 2014
American Express  2003 - April 2004
American Express  2002 - 2003
American Express  1999 - 2002
Brookdale Ford   1999 - 1999
Menards  1998 - 1999
Menards  1997 - 1998
Menards  1996 - 1997

Education
Luther College   1992 — 1996
B.A., Business Management and Public Communications

Anamosa High School   1988 — 1992

Rian (Helgerson) Jentz Rian (Helgerson) Jentz Minneapolis, Minnesota Details
Rian (Helgerson) Jentz's Ameriprise Financial Services, Inc. Experience February 2007 - January 2010
Job Manager, Events at RiverSource
Industry Financial Services
Experience
RiverSource  August 2014 - Present
RiverSource  November 2012 - August 2014
Ameriprise Financial  January 2010 - November 2012
Ameriprise Financial Services, Inc.   February 2007 - January 2010
Ameriprise Financial Services, Inc.   November 2005 - February 2007
Ameriprise Financial Services, Inc.   March 2004 - November 2005
Limited Brands  January 2004 - March 2005
Greater Stellenbosch Development Trust   October 2003 - December 2003

Skills
Strategic Planning, Marketing Strategy, Product Marketing, Event Management, Event Planning, Survey Design, Customer Service, Customer Engagement, Instructor-led Training, E-Learning, Microsoft Excel, PowerPoint, Communication Skills, Proofreading, Email Marketing, HTML emails, Corporate Events, Coordinating Events, Budget Monitoring, Microsoft Word, Brainshark, Articulate Suite, Article Creation, Materials Management, Project Tracking, Invitations, Organization, Trade Show Exhibitor, Trade Show Signage, Employee Recognition, Webinar Management, Seminar Marketing, Situational Leadership, Sales Contest Management, Employee Engagement, Personal Trust, Vendor Relationships, Qualtrics, Building Relationships, Eye for Details, Sales, Management, Strategy, Financial Services, Brand Awareness, Relationship Management, Human Resources, Series 7

Education
Luther College   1999 — 2003
Bachelor's degree, Business Management & Psychology

Cassie Bjork Cassie Bjork Orange County, California Area Details
Cassie Bjork's Ameriprise Financial Services, Inc. Experience October 2006 - April 2007
Job Adviser Marketing Representative at American Funds
Industry Financial Services
Experience
American Funds  July 2008 - Present
Hornblower Cruises & Events  May 2007 - March 2008
Ameriprise Financial Services, Inc.   October 2006 - April 2007

Skills
Event Planning, Social Media, Event Management, Marketing, Facebook, Marketing Communications, Customer Service, Microsoft Excel, Fundraising, Public Speaking, Microsoft Office, New Business Development, Communication Skills, Salesforce.com, Sales, PowerPoint, Critical Thinking, Problem Solving, Follow-through Skills, Outlook

Education
Loyola Marymount University   2003 — 2007
Bachelor of Arts, Political Science

Nicholas La Mothe, Sr. MSFS , CFS, CAS Nicholas La Mothe, Sr. MSFS , CFS, CAS Metairie, Louisiana Details
Nicholas La Mothe, Sr. MSFS , CFS, CAS's Ameriprise Financial Services, Inc. Experience December 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. Master of Science in Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2002 - Present
PRN Staffing Solutions, LLC, Nurse Staffing Agency   December 1987 - December 2001

Education
Louisiana State University Health Sciences Center   1983 — 1987
ASN, Nursing

Institute of Business and Finance
Master of Science in Financial Services, MSFS, Financial Planning and Services

Laura Adcock Laura Adcock Baton Rouge, Louisiana Details
Laura Adcock's Ameriprise Financial Services, Inc. Experience April 2007 - Present
Job Operations Manager/Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2007 - Present

Education
Louisiana State University   2005 — 2009
Bachelor of Science (B.S.), Finance

Woodlawn High

Dana Roberts Dana Roberts Greater Minneapolis-St. Paul Area Details
Dana Roberts's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Corporate Registered Principal II at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Fortune Financial  September 2007 - June 2014
Camp Manito-wish YMCA  August 2007 - November 2009
Camp Manito-wish YMCA  May 2007 - August 2007
DC Legislative and Regulatory Services  September 2006 - December 2006

Skills
Securities, Investments, Estate Planning, Financial Services, Fixed Annuities, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Retirement, Life Insurance, Insurance, Disability Insurance, Leadership, 401k, Financial Planners, IRAs, Finance, 529 Plans, Compliance, Strategy, Asset Management, Investment Advisory, Personal Financial..., Long Term Care, Investment Strategies, 401k Rollovers, Insurance Strategies

Education
Luther College   2003 — 2007
BA

Michelle Gallien, MBA Michelle Gallien, MBA Houston, Texas Area Details
Michelle Gallien, MBA's Ameriprise Financial Services, Inc. Experience July 2012 - August 2013
Job IT Risk and Assurance Staff at EY
Industry Accounting
Experience
EY  July 2015 - Present
LSU E. J. Ourso College of Business Alumni & External Relations   August 2013 - May 2015
EY  June 2014 - August 2014
Ameriprise Financial Services, Inc.   July 2012 - August 2013
Blue Victory Holdings, Inc.   December 2011 - July 2012
EducateLA   January 2011 - May 2011
AAF National Student Advertising Competition  January 2011 - April 2011
Louisiana Travel Promotion Association  September 2010 - December 2010
Arnold Worldwide  June 2010 - August 2010
Macy's  May 2008 - August 2009

Skills
Marketing Research, Project Management, Social Media, Twitter, Foursquare, Customer Service, Microsoft Excel, Leadership, Management, Press Releases, Newsletters, Sales, Research

Education
Louisiana State University   2013 — 2015
Master of Business Administration (M.B.A.), Internal Audit and Management Consulting

Louisiana State University   2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Matthew Makowski, RIAR, CRPC® Matthew Makowski, RIAR, CRPC® Beverly Hills, California Details
Matthew Makowski, RIAR, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2003 - June 2008
Job Wealth Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2014 - Present
New York Life Insurance Company  January 2012 - July 2014
SGC Financial / Securian   July 2008 - January 2012
Space Concept and Design Inc.   January 2002 - June 2011
Ameriprise Financial Services, Inc.   October 2003 - June 2008
The IPM Group   June 2001 - September 2003

Education
Loyola Marymount University   1996 — 2000
English, International Business

Crespi   1991 — 1996

Shad Tutewohl Shad Tutewohl Minneapolis, Minnesota Details
Shad Tutewohl's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Sr Project Coordinator, Field Real Estate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Ameriprise Financial Services, Inc.   February 2010 - Present
Ameriprise Financial Services, Inc.   2011 - 2013
Ameriprise Financial Services, Inc.   February 2007 - January 2010

Skills
Microsoft Office, Outlook, Project Management, Troubleshooting, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Project Coordination, Volunteering, Lotus Notes, Visio, Time Management, Access, Administrative...

Education
Madison Area Technical College   2005 — 2006
Hospitality Administration/Management

Rochester Community and Technical College   2003 — 2004
Liberal Arts and Sciences/Liberal Studies

Minneapolis Community and Technical College
Associate's degree, Business Administration and Management, General

Kathy Levingston Kathy Levingston Shreveport, Louisiana Details
Kathy Levingston's Ameriprise Financial Services, Inc. Experience
Job Client Service Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.  

Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning

Education
Louisiana Tech University
Bachelor of Arts (B.A.)

Lizzy Klein Lizzy Klein Los Angeles, California Details
Lizzy Klein's Ameriprise Financial Services, Inc. Experience May 2015 - August 2015
Job Finance Intern at Cornerstone OnDemand
Industry Financial Services
Experience
Cornerstone OnDemand  September 2015 - Present
Ameriprise Financial Services, Inc.   May 2015 - August 2015
Northwestern Mutual  March 2015 - May 2015
Sonki Fitness   February 2015 - May 2015
SHAMS Coffee   August 2014 - December 2014
Malibu Health   May 2014 - August 2014
Las Virgenes Unified School District  May 2013 - August 2014
Thousand Oaks Radiology   September 2010 - January 2011

Skills
NetSuite, Salesforce.com, Thomson One Analytics, Account Management, Microsoft Excel, Stock Trading, Microsoft Office, Teamwork, Financial Planning, Time Value of Money, Public Speaking, Oral Communication, Written Communication, Research, Market Research, Project Management, Leadership, Microsoft Word, Customer Service

Education
Loyola Marymount University   2012 — 2016
Finance, General

Akademie für Internationale Bildung   2014 — 2014
International Business, Junior

Alyssa Hermann Alyssa Hermann Greater St. Louis Area Details
Alyssa Hermann's Ameriprise Financial Services, Inc. Experience February 2014 - June 2014
Job Financial Analyst at Parkside Financial Bank & Trust
Industry Financial Services
Experience
Parkside Financial Bank & Trust  June 2015 - Present
Buckingham Family of Financial Services  June 2014 - May 2015
Ameriprise Financial Services, Inc.   February 2014 - June 2014
Saint Louis University  August 2013 - May 2014
Saint Louis University  January 2011 - May 2013
Collins & Hermann, Inc.   June 2005 - August 2012

Skills
Leadership, Oral & Written..., Organization &..., Collaborative Problem..., Ethical Decision Making, Microsoft Office, Social Media, Construction, Event Planning, Sales, Management, Proposal Writing, Project Management, Time Management, PowerPoint, Microsoft Excel

Education
Saint Louis University   2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship

Saint Louis University   2010 — 2013
Bachelor of Science, Business Administration, Finance

Loyola University of Chicago   2009 — 2010

Loyola University Chicago John Felice Rome Center

Jose Caballero Ciciolli Jose Caballero Ciciolli Greater Minneapolis-St. Paul Area Details
Jose Caballero Ciciolli's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Student Macalester College
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - August 2014
Elevate Living  June 2013 - August 2013
Central Bank of Paraguay   December 2012 - January 2013

Skills
Economics, Statistics, Research, Data Analysis, Microsoft Excel, Spanish, PowerPoint, R, English, Python, Public Speaking, Building Relationships, Oracle SQL Developer, Cluster Analysis, VBA, Bloomberg

Education
Macalester College   2011 — 2015
BA, Economics, Applied Mathematics & Statistics

United World College-USA   2009 — 2011
IB Diploma Programme

Colegio Cristo Rey   2008 — 2009
Bachillerato Tecnico en Administracion de Negocios

David Eisenstein David Eisenstein Holland, Ohio Details
David Eisenstein's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present
Greater Toledo Aquatic Club   August 2005 - Present
SFS Water Polo   2004 - 2013

Skills
Leadership

Education
Lourdes University   2009 — 2011
Bachelor's degree, Accounting

University of Toledo   1995 — 1999
Bachelor of Science (B.S.), Marketing

Allan Dau Allan Dau Greater Minneapolis-St. Paul Area Details
Allan Dau's Ameriprise Financial Services, Inc. Experience January 1987 - January 1994
Job Entrepreneur | Agency Owner | Logistics Professional | Freight Broker
Industry Transportation/Trucking/Railroad
Experience
Your Shipping Guy, LLC   March 2013 - Present
XPO Logistics, Inc.   August 2012 - March 2013
Freightquote  June 2011 - August 2012
XTeam   September 2009 - June 2011
The Sales Board  November 2008 - September 2009
Girard Securities  August 2007 - October 2008
AIG Advisor Group  January 2002 - August 2002
Dau Financial Consulting   January 1994 - January 2002
Ameriprise Financial Services, Inc.   January 1987 - January 1994

Skills
Logistics, 3PL, Pricing, Logistics Management, Transportation..., Truckload, LTL, Freight Brokerage, Trucking, Dry Van, Flatbed, Reefer, Intermodal, Supply Chain Management, Transportation, Reverse Logistics, Rail, Supply Chain..., Transportation Planning, Freight Forwarding, Ocean Freight, Shipping, Warehousing, Air Freight, Supply Chain, Sales, Customer Service, E-commerce, Strategic Planning, Forecasting, Account Management, Management, Business Development, Sales Management, Container

Education
Loras College   1983 — 1987
BA, Finance

Jon Butler Jon Butler Beverly Hills, California Details
Jon Butler's Ameriprise Financial Services, Inc. Experience July 2005 - November 2006
Job Managing Director at Teles Properties
Industry Real Estate
Experience
Teles Properties  July 2014 - Present
Teles Properties  August 2012 - July 2014
Capstone Realty Group  August 2011 - August 2012
Esquire Realty Group   June 2009 - August 2011
Scott Stander & Associates, Inc.   February 2007 - June 2009
Ameriprise Financial Services, Inc.   July 2005 - November 2006

Skills
Sellers, Project Management, Real Estate, Development of..., Manage Client..., Business Development, P&L Budget Management, Sales, Market Analysis, Negotiation, Buyer Representation, Foreclosures, Coaching, Collaboration, Networking, Customer Service, Employee Training, Communication, Expense Budget..., Investment Properties, First Time Home Buyers, New Home Sales, Relocation, Selling, Single Family Homes, Short Sales, Entrepreneurship, Team Leadership, Management

Education
Luther College   2000 — 2004
Bachelor of Arts (B.A.), Accounting; Economics & Music, Summa Cum Laude

Michael A. Edwards, MBA Michael A. Edwards, MBA Duluth, Minnesota Area Details
Michael A. Edwards, MBA's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Robin K. Tellor & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Blue Ridge International   April 1987 - Present
U.S. Bank   September 2007 - July 2012
University of St. Thomas  September 1987 - June 2007
Metropolitan State University  September 1998 - August 2000
University of Minnesota  September 1997 - August 2000
Wisconsin Indianhead Technical College  September 1997 - 2000
Westinghouse Electric Company  April 1997 - April 1999
ICI, Plc. Imperial Chemical Industries, Plc.   July 1982 - January 1990
GE  November 1975 - July 1982

Skills
See aforementioned work...

Education
University of St. Thomas   1987 — 1989
Master of Business Administration (M.B.A.), International Management, 3.9

Western Michigan University   1964 — 1969
Bachelor's of Science, Public Administration, 2.5

Macomb Community College   1962 — 1964
Associate of Arts and Sciences (A.A.S.), International Business, 3.8

Scott Zwettler Scott Zwettler Madison, Wisconsin Area Details
Scott Zwettler's Ameriprise Financial Services, Inc. Experience June 2005 - May 2007
Job Partner & Sales Manager at Handy Cash ATM's
Industry Consumer Services
Experience
Handy Cash ATM   June 2012 - Present
The Centurion Project   June 2007 - Present
Snap Fitness 24/7  May 2011 - May 2012
Supernus Technologies   November 2009 - April 2011
Ameriprise Financial Services, Inc.   June 2005 - May 2007
Abercrombie & Fitch  May 2004 - June 2005

Skills
Sales, Customer Relations, Networking, Building Relationships, Customer Service, Outlook, Excel, Microsoft Excel, Selling, Strategic Planning

Education
University of Wisconsin   2002 — 2004
Bachelor of Arts; Certificate, Sociology; Business

University of Massachusetts   2001 — 2002
Sports Management

Madison Area Technical College   1999 — 2001
Liberal Arts

Jeremy Starr Jeremy Starr New Orleans, Louisiana Details
Jeremy Starr's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
UBS Financial Services, Inc.   May 2008 - November 2012
Morgan Stanley  December 2006 - May 2008

Education
Louisiana State University and Agricultural and Mechanical College   2004 — 2006
Master of Mass Communications, Public Relations, Advertising, and Applied Communication

Louisiana State University and Agricultural and Mechanical College   1999 — 2003
Bachelor of Science (B.S.), Marketing

Tyrone Key Tyrone Key Baltimore, Maryland Details
Tyrone Key's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Business Analyst at American Forest Products, LLC
Industry Higher Education
Experience
American Forest Products, LLC  2014 - Present
Johns Hopkins Bloomberg School of Public Health  2008 - May 2014
Ameriprise Financial Services, Inc.   2007 - 2008

Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Data Mining, Financial Services, Valuation, Bloomberg Terminal, Data Analysis

Education
Loyola College in Maryland   2011 — 2014
Master of Business Administration (M.B.A.), finance

University of Maryland Baltimore County   2001 — 2006
Bachelor's degree, Finance

Chad Dusang Chad Dusang Slidell, Louisiana Details
Chad Dusang's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present
Merrill Lynch  2011 - 2012
JPMorgan Chase  2005 - 2011
American General Finance  2002 - 2005

Education
Louisiana State University   1994 — 1999
Bachelor's degree, Business Administration and Management, General

Holy Cross High School   1990 — 1994

Kelsy Stobaugh Kelsy Stobaugh Chicago, Illinois Details
Kelsy Stobaugh's Ameriprise Financial Services, Inc. Experience May 2011 - September 2012
Job Senior Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture  October 2014 - Present
Microsoft  September 2013 - July 2014
Porch  September 2012 - August 2013
Ameriprise Financial Services, Inc.   May 2011 - September 2012
Teknon Corporation  August 2007 - August 2012
Washington State University  March 2010 - December 2011
Gamma Phi Beta Sorority  January 2008 - January 2011

Skills
Customer Service, Microsoft Office, Marketing, Sales, Data Entry, Time Management, Digital Marketing, Leadership, Social Media Marketing, Email Marketing, Salesforce.com, Facebook, Microsoft Excel, Customer Satisfaction, Timberline, Social Networking Sites, Phone Etiquette, Budgets, Social Media, Event Planning, Cold Calling, Process Scheduler, Mac, Outlook, PowerPoint, Organizational Design, SQL Server 2005/2000, Normalization, Database Management, Database Design, Apple Macintosh, Outstanding Customer..., Email Management, Accounts Payable, Job Costing, MIS, MySQL DBA, Database Admin, MySQL, Sage, Software Documentation, Social Networking, Management, Inventory Management, SQL, Data Analysis, Microsoft Word, Analysis, Account Management, Access

Education
Washington State University   2008 — 2011
BA, Management Information Systems

Loyola Marymount University   2009 — 2009
Philosophy, Religion

Emir Beganovic Emir Beganovic Minneapolis, Minnesota Details
Emir Beganovic's Ameriprise Financial Services, Inc. Experience April 2008 - September 2008
Job Product Due Diligence Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  August 2013 - Present
RBC Wealth Management  June 2010 - Present
Jewish Community Relations Council of Minnesota and the Dakotas   March 2008 - September 2011
Acorn Financial Corporation   November 2009 - May 2010
Ameriprise Financial Services, Inc.   April 2008 - September 2008
FFC Capital Corporation   May 2007 - July 2007

Education
Macalester College   2005 — 2009
Bachelor of Arts, Economics and German Studies

WU (Vienna University of Economics and Business)   2007 — 2008
Illinois-Austria Exchange

Denise Palmer Denise Palmer Macomb, Michigan Details
Denise Palmer's Ameriprise Financial Services, Inc. Experience June 2013 - June 2014
Job Registered Sales Associate II at Raymond James
Industry Financial Services
Experience
Raymond James  June 2014 - Present
Ameriprise Financial Services, Inc.   June 2013 - June 2014
Ameriprise Financial Services, Inc.   June 2011 - June 2013
Ameriprise Financial Services, Inc.   June 2008 - June 2011

Skills
Series 7, Series 63, Life, Accident & Health..., Retirement Planning, Mutual Funds, Financial Planning, Insurance, Wealth Management, Retirement, Financial Services, Finance, Investments, Sales

Education
Macomb Community College
Associate of Arts (A.A.)

Nicole Stockoski Nicole Stockoski Madison, Wisconsin Area Details
Nicole Stockoski's Ameriprise Financial Services, Inc. Experience March 2012 - May 2012
Job Administrative Assistant
Industry Financial Services
Experience
Volt Workforce Solutions  March 2012 - May 2012
Ameriprise Financial Services, Inc.   March 2012 - May 2012
United Mailing Services   July 2010 - July 2011
Express Professionals  March 2010 - May 2010
New Mexico Youth   September 2008 - November 2008
ProMark  June 2008 - September 2008
Comforce  May 2005 - February 2007
e-Telecare   February 2006 - July 2006
Lady Foot Locker  September 2003 - January 2004
Kohls  April 1997 - March 2002

Skills
Word, Excel, Windows, Outlook, PowerPoint, Access, Microsoft Office, PeopleSoft, Administration, Customer Service, Customer Relations, Supervisory Skills, Data Entry, Inventory Management, Retail, Documentation, Customer Satisfaction, Problem Solving, Appointment Scheduling, Meeting Scheduling, Bookkeeping, Organization, General Office Skills, General Office..., Phone Etiquette, Answering Phones, Greeting Clients, Mail Sorting, Handling,..., Update spreadsheets, Create Spreadsheets, Meet Deadlines, Maintainability, Records Management, Fax, File, Copying, scan documents, Administrative..., Support Team Members, Ordering Office Supplies, Billing Process, Client Confidentiality, Cash Handling Experience, Call Center, Options Strategies, Survey Research, Patient Listener, Mutlitask, Software Documentation, Microsoft Excel

Education
University of Maryland University College   2012 — 2013
Bachelor's degree, Social Sciences, Business Administration, 3.0

Madison Area Technical College   2010 — 2012
Applied Science, Administrative Professional

CNM   2005 — 2006
Phlebotomy Certificate, Phlebotomy/Clinical Laboratory Assistance

Carl Anderson, CRPC® Carl Anderson, CRPC® Phoenix, Arizona Area Details
Carl Anderson, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
ASU Foundation  March 2011 - Present
Ahwatukee Kiwanis   November 2009 - Present
Ameriprise Financial Services, Inc.   August 2008 - Present
Ahwatukee Chamber of Commerce   2008 - Present
Radiometer America  1981 - 2008

Education
Los Angeles Valley College   1978 — 1981

Beverly Chalfant Beverly Chalfant Greater San Diego Area Details
Beverly Chalfant's Ameriprise Financial Services, Inc. Experience March 2010 - Present
Job Financial Advisor @ Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2010 - Present

Skills
Retirement Planning

Education
Louisiana State University
BS, Liberal Arts

Gregory Morse Gregory Morse Beverly Hills, California Details
Gregory Morse's Ameriprise Financial Services, Inc. Experience 1997 - January 2015
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  January 2015 - Present
Ameriprise Financial Services, Inc.   1997 - January 2015
SunAmerica Financial Group  June 1996 - September 1997
Coast Federal Bank  1994 - 1996

Skills
Finance, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Advisory, Financial Goals, Financial Services, Financial Analysis, Securities, Retirement, Investment Strategies, Alternative Investments, Tax Investment Planning, Investment Planning

Education
Loyola Marymount University, College of Business Administration
BBA, Management

University of California, Berkeley   1984 — 1985

Loyola High School   1980 — 1984

UCLA Extension
Accounting

John R. Nelson, CFP®, CRPC® John R. Nelson, CFP®, CRPC® San Antonio, Texas Details
John R. Nelson, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 1992 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1992 - Present
Ernst & Young  1963 - 1990

Education
University of Minnesota - Carlson School of Management   1961 — 1963
BS, Business

Macalester College   1959 — 1961
Business

Pamela Ernst Pamela Ernst Greater Los Angeles Area Details
Pamela Ernst's Ameriprise Financial Services, Inc. Experience July 1991 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1991 - Present
Booz Allen Hamilton  February 1978 - April 1988

Skills
Investments, Retirement Planning, Retirement, Tax, Mutual Funds, Saving for Education, Series 7, 401k Rollovers, Wealth Management, Financial Advisory, Estate Planning, Wealth Accumulation, Investment Advisory, Protection..., Asset Allocation

Education
Lynchburg College   1965 — 1969
B.A., Art Education

Tom Rouse Tom Rouse Baltimore, Maryland Area Details
Tom Rouse's Ameriprise Financial Services, Inc. Experience March 1998 - September 2000
Job Vice President, Business Development at Coastal Pension Services
Industry Financial Services
Experience
Coastal Pension Services   June 2015 - Present
CDM Retirement Consultants, Inc.   April 2007 - May 2015
Ascensus  January 2000 - April 2007
Ameriprise Financial Services, Inc.   March 1998 - September 2000
New York Life Insurance Company  1995 - 1998
T. Rowe Price  1987 - 1995

Skills
401k, Retirement, Retirement Plan..., Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Financial Services, Asset Allocation, Defined Contribution, Investment Advisory, Asset Management, Financial Advisory

Education
American Society of Pension Professions and Actuaries   2008 — 2011
QPFC, QKA, Retirement Plan Administration and Investments

Sellinger School of Business   1988 — 1994
Master of Business Administration (MBA)

Loyola College in Maryland   1980 — 1984
Bachelor of Arts (B.A.), English, Business

Calvert Hall College High School   1976 — 1980

St. Pius X

Tim Breitfelder, MBA, CLTC, CFP® Tim Breitfelder, MBA, CLTC, CFP® Dubuque, Iowa Area Details
Tim Breitfelder, MBA, CLTC, CFP®'s Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Financial Advisor Sigma Three Planning Group, a private wealth advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2014 - Present
U.S. Bank   2005 - 2014
Heartland Financial USA, Inc.   2001 - 2005
Crowe Chizek and Company LLP  1993 - 2000
Prudential Financial  1991 - 1993

Education
University of Iowa - Henry B. Tippie College of Business   2009 — 2011
Master, Business Administration (With Distinction)

Loras College   1987 — 1991
B.A., Economics and Finance

Renisha Sanders Renisha Sanders Shreveport, Louisiana Details
Renisha Sanders's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Operations Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Ameriprise Financial Services, Inc.   August 2013 - June 2015
Ameriprise Financial Services, Inc.   June 2010 - August 2013

Skills
Microsoft Office, Marketing, Marketing Communications, Business Strategy, Business Development, Personal Financial..., Event Planning, Project Planning, Business Planning, Strategic Financial..., Social Media Marketing, Marketing Strategy, Molecular Biology, Cell Biology, Biology, Series 7, Mutual Funds, Series 63, Asset Allocation, Retirement Planning, Retirement, Securities, Wealth Management, Financial Advisory, Investment Advisory, Financial Services, Investments, Fixed Annuities, Investment Strategies, Financial Planning

Education
LSU Shreveport   2004 — 2009
Bachelor of Science (BS), Cell/Cellular and Molecular Biology

Louisiana State University
Bachelor of Science (BS), Cell/Cellular and Molecular Biology

Akiko Norton Akiko Norton New York, New York Details
Akiko Norton's Ameriprise Financial Services, Inc. Experience May 2006 - December 2007
Job
Industry Human Resources
Experience
Travelers  April 2014 - Present
Travelers  August 2012 - April 2014
Carlson School of Management  January 2009 - May 2012
Target  August 2010 - 2011
Target  January 2008 - July 2010
Ameriprise Financial Services, Inc.   May 2006 - December 2007

Skills
Leadership, Recruiting, Organizational Design, Performance Management, Change Management, Cross-functional Team..., Talent Management, Process Improvement, Data Analysis, Strategic Planning, Project Management, Strategy, Program Management, Training, Management, Coaching, Employee Training, Employee Engagement, Analysis, Human Resources, Business Process, Onboarding, Time Management, Executive Coaching, Employee Relations, Personnel Management, Leadership Development

Education
Carlson School of Management   2009 — 2012
MBA, Human Resources and International Studies

Macalester College
Bachelor of Arts (B.A.), East Asian Studies

Amy Untiedt Amy Untiedt Greater Minneapolis-St. Paul Area Details
Amy Untiedt's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Product Manager Alternative Investments at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
Wells Fargo  August 2012 - October 2013
Accountemps  August 2011 - August 2012
University of Sydney  March 2010 - June 2011
Jeffrey Slocum & Associates  July 2008 - November 2009
Jeffrey Slocum & Associates  June 2006 - June 2008

Skills
Social Entrepreneurship, Project Management, MS Project, Asset Managment, Investment Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Due Diligence, Valuation, Hedge Funds, Mutual Funds, Research, Investment Strategies, Risk Management, Data Analysis, Process Improvement, Microsoft Excel, Analysis

Education
University of Sydney   2010 — 2011
Masters of Commerce, Entrepreneurship

Luther College
Bachelor of Arts, Business, Music

S. Thomas Sawyer S. Thomas Sawyer Tulsa, Oklahoma Area Details
S. Thomas Sawyer's Ameriprise Financial Services, Inc. Experience January 2006 - March 2006
Job Attorney
Industry Law Practice
Experience
Stauffer & Nathan   May 2009 - March 2012
Lockridge Grindal Nauen  March 2006 - February 2009
Carver County  July 2006 - February 2007
Ameriprise Financial Services, Inc.   January 2006 - March 2006
Los Angeles District Attorney’s Office  January 2005 - April 2005
Los Angeles District Attorney’s Office  April 2004 - April 2005

Education
Loyola Law School, Loyola Marymount University
Juris Doctorate

Anmol Shrestha Anmol Shrestha Greater Minneapolis-St. Paul Area Details
Anmol Shrestha's Ameriprise Financial Services, Inc. Experience July 1992 - Present
Job Director Human Resources Business Partner at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1992 - Present
Highland Groveland Recreation Association   February 2006 - February 2015
University of St. Thomas  2013 - 2013

Skills
Coaching, Recruiting, Human Resources, Leadership, Onboarding

Education
University of Minnesota - Carlson School of Management
MA - Human Resources & Industrial Relations

Macalester College   1988 — 1992
BA, Political Science and International Studies

Phillips Exeter Academy   1984 — 1988

University of St. Thomas

Philip Heyd Philip Heyd Greater New Orleans Area Details
Philip Heyd's Ameriprise Financial Services, Inc. Experience April 1984 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1984 - Present
LaMartina & Callieteau, CPA   1982 - 1984
Louisiana Gas Services   1972 - 1982

Education
Loyola University New Orleans
Master of Business Administration (MBA), Marketing and Finance

Louisiana State University
Bachelor of Science (B.S.), Business Administration

Tres Palmer, CRPC® Tres Palmer, CRPC® Austin, Texas Area Details
Tres Palmer, CRPC®'s Ameriprise Financial Services, Inc. Experience November 1991 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1991 - Present

Education
Loyola University New Orleans   1983 — 1985
BA, German

Ludwig-Maximilians Universität München   1982 — 1983
German

Loyola University New Orleans   1980 — 1982
BA, German

Brent Christen Brent Christen Greater Minneapolis-St. Paul Area Details
Brent Christen's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Manager of Legal Affairs at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Wells Fargo  February 2010 - August 2011
Wells Fargo LLC   September 2008 - March 2010
Ameriprise Financial  October 2006 - July 2008
Ameriprise Financial  1995 - 2008
Ameriprise Financial  June 2002 - October 2006
American Express Financial Advisors  December 1999 - June 2002
American Express Financial Advisors  February 1995 - December 1999

Skills
Series 7, Coaching, Mutual Funds, Human Resources, Team Leadership, Policy, Leadership, Financial Advisory, Customer Service, Insurance, Accounting

Education
University of St. Thomas   1992 — 1994
M.A., Theology

Loras College   1980 — 1984
B.A., Degree in English Literature with a minor in Philosophy. At that time, also an IA Secondary Educatio

Adrienne Newberg Adrienne Newberg Baltimore, Maryland Area Details
Adrienne Newberg's Ameriprise Financial Services, Inc. Experience June 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1998 - Present

Education
Loyola University Maryland   1976 — 1978
MMS, Fine Art

Roosevelt University   1959 — 1962
B.A, Education

Thomas P. Carney, CFP®, AWMA®, Thomas P. Carney, CFP®, AWMA®, Greater Atlanta Area Details
Thomas P. Carney, CFP®, AWMA®,'s Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.; CERTIFIED FINANCIAL PLANNER™ professional, Associate V. P.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present
Tapestry Public Charter School  2014 - 2015
Waddell & Reed  July 1989 - March 2011

Education
University of New Orleans   1983 — 1986
BS, Finance

LSU   1977 — 1979
Accounting and Finance

Samuel James M.B.A. Samuel James M.B.A. Baton Rouge, Louisiana Area Details
Samuel James M.B.A.'s Ameriprise Financial Services, Inc. Experience September 2006 - November 2008
Job Compliance Examiner
Industry Banking
Experience
Office of Financial Institutions of Louisiana   April 2013 - Present
Cypress Mounds Baseball Complex  November 2010 - April 2013
Kleinpeter Dairy   November 2008 - October 2010
Ameriprise Financial Services, Inc.   September 2006 - November 2008
The Island Golf Course Llc   January 2005 - August 2006
Triple Play Sports Management   January 2002 - December 2004

Skills
Customer Service, Microsoft Excel, Process Improvement, Insurance, Microsoft Office, Sales, PowerPoint, Vendor Management, Outlook, Strategic Planning, Microsoft Word, Call Center, Marketing, Project Management, New Business Development, Operations Management, Team Building, Analysis, Management, Budgets, Business Planning, Business Strategy, Human Resources, Sales Management, Finance, Public Speaking, Negotiation, Contract Negotiation, Account Management

Education
Southeastern Louisiana University   2011 — 2013
M.B.A., Finance/Accounting, 3.5

Louisiana State University   2005 — 2007
B.A., Communication Studies

David VanderPloeg David VanderPloeg United States Details
David VanderPloeg's Ameriprise Financial Services, Inc. Experience November 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1999 - Present

Education
University of Montana
Master's Degree, Environmental Studies

Macalester College
Bachelor's degree, Mathematics and Statistics

Kenn Gaddis Kenn Gaddis United States Details
Kenn Gaddis's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2011 - Present
Iron Mountain  July 1999 - April 2011
Iron Mountain Records Management  July 1999 - January 2011
Action Labor / Staffing Connection   August 1996 - July 1999
United States Air Force  October 1989 - December 1994

Skills
Management, Process Improvement, Team Building, Change Management, Leadership, Cross-functional Team..., Program Management, Disaster Recovery, Service Delivery, Operations Management, Analysis, Business Analysis, Project Planning, Project Management, Strategy, Vendor Management, Business Development, Business Process..., Strategic Planning, Team Leadership, Contract Negotiation, Sales, CRM

Education
Louisiana State University in Shreveport   1987 — 1989
Computer Science

Matthew Kley CFP®, CRPC, CMFC Matthew Kley CFP®, CRPC, CMFC Greater Minneapolis-St. Paul Area Details
Matthew Kley CFP®, CRPC, CMFC's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Finanical Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present

Education
Opus College of Business St.Thomas   2009 — 2012
MBA, Business Administration

Luther College   2000 — 2004
BA, Philosophy, Political Science

Katharina Helmick, MBA Katharina Helmick, MBA Greater Boston Area Details
Katharina Helmick, MBA's Ameriprise Financial Services, Inc. Experience January 2002 - May 2008
Job Financial Advisor Helping Investors in Transition
Industry Investment Management
Experience
LPL Financial  May 2008 - Present
Ameriprise Financial Services, Inc.   January 2002 - May 2008
Inter-American Management Ltd.   1978 - 2002

Skills
Investment Strategies, Wealth Management..., Series 7, Estate Planning, 401k Rollovers, College Savings Plans, Roth IRA, Retirement Planning, Financial Advisory, 401k, IRAs, Fixed Annuities, Financial Planners, Series 66, Charitable Giving, Annuities, IRA's, Insurance Planning, Long Term Care, Financial Analysis, Comprehensive Wealth..., Retirement, Securities, Financial Services, Wealth

Education
Ludwig-Maximilians Universität München   1960 — 1965
Dipl.-Kfm. i.e. MBA equivalent, Economics, Business Administration, Business Law, Statistics

Steven Haug CRPC Steven Haug CRPC West Palm Beach, Florida Area Details
Steven Haug CRPC's Ameriprise Financial Services, Inc. Experience July 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2008 - Present
Haug Capital Partners   January 2004 - Present
U.S. Media Partners   2004 - Present

Education
Lynn University   2004 — 2008

Benjamin Burklow, CRPC Benjamin Burklow, CRPC Greater New York City Area Details
Benjamin Burklow, CRPC's Ameriprise Financial Services, Inc. Experience January 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2006 - Present

Education
Montclair State University   2003 — 2005
Bachelor's Degree, Sociology

Macquarie University   2004 — 2004
Business

University of Maine   2000 — 2003
Business-Finance

Mike Boursier Mike Boursier Greater Minneapolis-St. Paul Area Details
Mike Boursier's Ameriprise Financial Services, Inc. Experience September 2009 - Present
Job Corporate Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2009 - Present
Ameriprise Financial  July 1996 - March 2009
FBS Investment Services   June 1994 - August 1996
Lutheran Brotherhood  January 1993 - June 1994
US Navy  July 1981 - February 1993

Skills
Strategic Financial..., Financial Services, Investments

Education
Investment Management Consultants Association   2006 — 2008
CIMA, Investment Management

College of Financial Planning   1992 — 1994
CFP

Troy State University   1990 — 1992
MS, Management

Macalester College   1974 — 1979
BA, Economics, Psychology

John E. Pastalow, III John E. Pastalow, III Baltimore, Maryland Area Details
John E. Pastalow, III's Ameriprise Financial Services, Inc. Experience November 2001 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2001 - Present

Skills
Leadership, Investments, Retirement Planning, Finance, Estate Planning, Financial Services, Financial Advisory, Retirement, Marketing, Public Speaking

Education
Loyola University Maryland   1999 — 2001
B.B.A., Finance (Major), Philosophy (Minor)

Robert A Brown Robert A Brown Greater Los Angeles Area Details
Robert A Brown's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Registered Client Service Associate for Kievman & Associates | Co Founder, CMO at The DJ|JD Foundation
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
The DJJD Foundation   October 2014 - Present
Morgan Stanley  April 2014 - August 2015
Morgan Stanley  November 2008 - April 2014

Skills
Customer Service, Administrative..., Operational Excellence, Series 7, Series 63, Nonprofits, Client Relations, Client Services, Financial Analysis, Marketing, Social Media Marketing, Securities

Education
Los Angeles Pierce College   2006 — 2008

William Howard Taft High School   2002 — 2006
High School, 3.1

Kathryn Cordani Kathryn Cordani Greater New York City Area Details
Kathryn Cordani's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Client Concierge at Siena Wealth Advisory Group
Industry Financial Services
Experience
Siena Wealth Advisory Group   June 2014 - Present
Ameriprise Financial Services, Inc.   June 2013 - August 2013

Skills
PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Customer Service, Financial Services, Advertising, Jewelry, Organization, JavaScript, Bloomberg, Financial Reporting, Strategic Financial..., Wealth Management, Financial Advisory, Human Resources, Financial Planning

Education
Loyola University Maryland   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Cold Spring Harbor High School   2006 — 2010

Caleb Trotter Caleb Trotter Sacramento, California Details
Caleb Trotter's Ameriprise Financial Services, Inc. Experience May 2008 - January 2009
Job Fellow at Pacific Legal Foundation
Industry Law Practice
Experience
Pacific Legal Foundation  September 2015 - Present
Institute for Justice  May 2014 - August 2014
Charles Koch Institute  May 2014 - August 2014
Jefferson Parish Public Defender's Office   May 2013 - July 2013
JPMorgan Chase  October 2009 - August 2012
Waddell & Reed  March 2009 - August 2009
Ameriprise Financial Services, Inc.   May 2008 - January 2009
UBS Wealth Management  March 2004 - June 2006

Skills
Constitutional Law, Statutory Interpretation, Administrative Law, Criminal Law, Intellectual Property, Legislation, Legal Research, Legal Writing, Litigation, Economics, Election Law

Education
Loyola University New Orleans College of Law   2012 — 2015
Juris Doctor (J.D.), Cum Laude

Michigan State University College of Law   2014 — 2014

Tulane University - A.B. Freeman School of Business   2002 — 2006
Bachelor of Science in Management, Finance & Legal Studies in Business

Sean Dullaghan Sean Dullaghan Encino, California Details
Sean Dullaghan's Ameriprise Financial Services, Inc. Experience September 2013 - May 2014
Job Registered Representative
Industry Financial Services
Experience
AXA Advisors  December 2014 - Present
Etch Marketing & Design   May 2013 - June 2014
Ameriprise Financial Services, Inc.   September 2013 - May 2014
Finish Line  2014 - 2014
TennisEurope   May 2013 - August 2013
Beverly Hills Tennis  January 2006 - August 2012
Beverly Hills Tennis  2006 - 2012
Beverly Hills Tennis  May 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, English, QuickBooks, Payroll, Team Leadership, Spanish, Management, Marketing, Coaching, Sales, French, Accounting, Social Media, Public Speaking, Customer Service

Education
McPherson College   2012 — 2014
Bachelor's degree, Accounting and Finance, Marketing

Los Angeles Pierce College   2010 — 2012
Associate's degree

LILA   1995 — 2012
International Baccalaureate Diploma

Jon L. Hurd, MBA Jon L. Hurd, MBA New Orleans, Louisiana Details
Jon L. Hurd, MBA's Ameriprise Financial Services, Inc. Experience January 2013 - December 2013
Job Iberia Financial Services
Industry Financial Services
Experience
IBERIABANK  August 2005 - Present
Whitney Bank  December 2013 - May 2014
Ameriprise Financial Services, Inc.   January 2013 - December 2013

Skills
Banking, Finance, Microsoft Excel, Sales, Integration, Customer Service, Microsoft Word, Microsoft Office, Coaching, Investments, Strategic Financial..., Portfolio Management, Financial Services, Relationship Management, Securities, Series 7, Wealth Management, Credit, Insurance

Education
University of Louisiana at Lafayette   2002 — 2004
MBA, Finance

Louisiana State University, Paul M. Hebert Law Center   2001 — 2002

Louisiana State University   1996 — 2001
BS, Microbiology Major; Chemistry Minor

Jesuit High School

Ross University School of Medicine

Brett Wilson Brett Wilson Denver, Colorado Details
Brett Wilson's Ameriprise Financial Services, Inc. Experience January 2008 - December 2008
Job Business Analyst at DocVue
Industry Information Technology and Services
Experience
DocVue   July 2014 - Present
361 Services  June 2014 - July 2014
Personnel Plus Colorado   May 2014 - June 2014
Sempera  January 2014 - February 2014
ProBuild Holdings  March 2010 - July 2013
Three Sixty Group  July 2009 - December 2009
Ameriprise Financial Services, Inc.   January 2008 - December 2008
Quicken Loans  April 2007 - August 2007

Skills
Oracle Applications, Program Management, Business Analysis, Pricing, Analysis, Inventory Management, Forecasting, Microsoft Excel, Financial Analysis, SDLC, Quality Assurance, User Acceptance Testing, Order Management, Access, Business Analytics, Requirements Gathering, Cost Management, Functional Testing, Training, ERP, Data Analysis, Process Improvement, Business Process, Oracle E-Business Suite, Applications Software..., Joint Application Design, Integration, Oil & Gas Industry, SQL Server Management..., Kofax, DocVue, OGSYS, Excalibur, BOLO

Education
Oakland University   2012 — 2013
Master of Business Administration (MBA), Management Information Systems, 3.8

Western Michigan University - Haworth College of Business   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.5

Universiteit Maastricht / Maastricht University   2008 — 2008
Study Abroad Program, Economics

Danielle Awkerman Danielle Awkerman Davenport, Iowa Area Details
Danielle Awkerman's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.and Freelance Makeup Artist
Industry Financial Services
Experience
Danielle Awkerman MUA   April 2015 - Present
Ameriprise Financial Services, Inc.   February 2015 - Present
Superior Labels Inc   September 2014 - December 2014
Black Hawk College  August 2013 - June 2014
Freelance/Independent Contractor  August 2011 - June 2013
DHL GLOBAL FORWARDING  October 2010 - April 2011
Davenport Community Schools  August 2009 - June 2010
Davenport Community Schools  August 2003 - June 2009
USAgencies  September 1999 - December 2002
USAgencies  May 1999 - August 1999

Skills
Type 75WPM, Speaks French, Microsoft Office, Teaching, Research, Microsoft Excel, English, PowerPoint, Public Speaking, Microsoft Word, Customer Service, Curriculum Design, Tutoring, Adult Education, Event Planning, Lesson Planning, Classroom, Teaching English as a..., ESL, Teamwork, French, Training, Classroom Management, Literacy, Differentiated..., Language Teaching, Grammar, Social Media, E-Learning, Secondary Education, Pedagogy, Language Learning, Educational Technology, Integrating Technology..., Middle School, Proofreading, English grammar, Literature, Grant Writing, Curriculum Development, Blogging

Education
Louisiana State University   1999 — 2003
Bachelor of Science, Secondary Education (French)

Joseph Allen Hebert Joseph Allen Hebert New Orleans, Louisiana Details
Joseph Allen Hebert's Ameriprise Financial Services, Inc. Experience March 2006 - Present
Job Financial Advisor | Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2006 - Present
A.G. Edwards & Sons, Inc.   September 1994 - March 2006
Edward Jones  August 1990 - September 1994
Transamerica Financial Advisors, Inc.   June 1990 - August 1990
Branch Office of Transamerica Financial Advisors   December 1989 - August 1990

Education
Tulane University - A.B. Freeman School of Business   1982 — 1982
Post-Graduate Studies, Finance

Louisiana State University   1975 — 1978
BS, Psychology & Computer Science/Statistics

University of Virginia   1973 — 1974
Social Psychology

Michael Tyler DeCotis Michael Tyler DeCotis Orange County, California Area Details
Michael Tyler DeCotis's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
StudioPMG  June 2013 - October 2014
Nexus Health Capital, LLC   June 2012 - August 2012
Romney for President  June 2011 - August 2011

Skills
Strategy, Sales, Research, Press Releases, Management, Analysis, Marketing Strategy, Social Media, Market Research, Marketing

Education
Loyola Marymount University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Curtis H. Roy II, MBA Curtis H. Roy II, MBA Lafayette, Louisiana Area Details
Curtis H. Roy II, MBA's Ameriprise Financial Services, Inc. Experience 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1997 - Present

Skills
Client Management, Judgement, Analytical, Business Planning, Business Strategy, Client Relationships, Coaching, Compliance, Customer Service, Decision Making, Diligence, Education Planning, Innovation, Leadership, Marketing, Protection Planning, Public Speaking, Responsiveness, Risk Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Team Building, Employee Benefits, Finance, Investments, Retirement

Education
University of Louisiana at Lafayette
Master of Business Administration (MBA)

Louisiana State University   1988 — 1992
Bachelor's Degree, General Studies

St.Thomas More Catholic Highschool
High School Diploma

Tiana Tole Tiana Tole Crystal Lake, Illinois Details
Tiana Tole's Ameriprise Financial Services, Inc. Experience July 2014 - July 2014
Job CSM, Mobile Product Analyst at Solstice Mobile
Industry
Experience
Solstice Mobile  January 2015 - Present
Solstice Mobile  May 2014 - Present
Chicago Bears  March 2012 - Present
Chicago Bears  March 2012 - Present
Solstice Mobile  May 2014 - August 2014
Ameriprise Financial Services, Inc.   July 2014 - July 2014
Houlihan's Restaurants, Inc.   July 2009 - May 2014
CitySwarm, LLC  August 2013 - December 2013
Ameriprise Financial Services, Inc.   May 2013 - May 2013

Skills
Leadership, Marketing, Organizational..., Time Management, Event Planning, Microsoft Office, iMovie, Project Management, Team Leadership, Critical Thinking, Team Building, iPhoto, Sponsorship, Entertainment, Proposal Writing, Memos, Email, SEO, Google Analytics, Google Adwords, Google Docs, PPC, CRM, Social Media Marketing, Email Marketing, Tiffany Bow Tying, Social Media, Public Speaking, Facebook, Event Management, Management, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Social Networking, Marketing Communications, Mobile Devices, Strategic Planning, Marketing Strategy, Teamwork, Public Relations, Sales

Education
Loyola University of Chicago   2011 — 2014
Bachelor of Business Administration (BBA), Marketing with a Minor in Management

Crystal Lake South High School   2007 — 2011

Jerrold Czech Jerrold Czech Greater Minneapolis-St. Paul Area Details
Jerrold Czech's Ameriprise Financial Services, Inc. Experience September 2004 - Present
Job Sr. Product Manager/Developer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2004 - Present
American Express Financial Advisors  2002 - 2004
American Express Financial Advisors  1998 - 2002
Bethlehem Academy  1995 - 1997
IDS Financial Services  1990 - 1995

Skills
Series 7, Mutual Funds, AML, Series 24, Wealth Management, Relationship Management, Risk Management, Options, Financial Services, Portfolio Management, Investments, Financial Analysis, Asset Allocation, Retirement, Business Analysis, Series 63, Securities, Strategic Financial..., Retirement Planning, FINRA, Finance, Coaching, Process Management, Financial Advisory, Investment Advisory, Process Improvement, Alternative Investments

Education
Macalester College   1987 — 1991
Bachelor of Arts (B.A.), Psychology

Cretin High School   1983 — 1987
Diploma

Collin Dauterive Collin Dauterive Lafayette, Louisiana Details
Collin Dauterive's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job VP, Financial Advisor at Capital One
Industry Financial Services
Experience
Iberia Financial Services   September 2013 - March 2015
Ameriprise Financial Services, Inc.   May 2013 - August 2013
Armentor & Associates LLC   September 2012 - May 2013
Voorhies Supply Company   September 2010 - May 2012
Motion Industries  August 2010 - May 2012
The Bayou Companies  April 2008 - December 2008
Foreman   June 2006 - September 2007
Lafayette Health Club   May 2007 - August 2007

Skills
Sales Management, Time Management, Team Leadership, Account Management, Selling, Customer Service, Customer Relations, Excel, Word, PowerPoint, Microsoft Office, Inventory Management, Purchasing, Leadership, New Business Development, English, Teamwork, Negotiation, Contract Negotiation, Project Planning, Budgets, Operations Management, Microsoft Excel, Social Media, Microsoft Word, Marketing, Retail, Sales, Accounting, Team Building, Process Improvement, Sales Operations, Management, Finance, Financial Planning

Education
University of Louisiana at Lafayette   2009 — 2013
Finance, Business

Louisiana State University   2005 — 2008
Bachelor of Science, Finance

Eric Saxman Eric Saxman San Francisco Bay Area Details
Eric Saxman's Ameriprise Financial Services, Inc. Experience February 2012 - July 2014
Job FullStack Engineer
Industry Computer Software
Experience
Dev Bootcamp  March 2015 - July 2015
Ameriprise Financial Services, Inc.   February 2012 - July 2014
Conservation Corps Minnesota and Iowa  February 2011 - December 2011
Wells Fargo  October 2009 - May 2010

Skills
Ruby, JavaScript, Java, Ruby on Rails, React JS, Rspec, Capybara, Git, Node.js, C, SQL, APIs, OmniAuth, Jasmine, Heroku, Unix, TDD, Matlab, SPSS, Leadership, Team Building, Project Management, Data Analysis, Research, Strategic Planning, Training

Education
Dev Bootcamp   2015 — 2015

Luther College   2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General

Mayo High School   2001 — 2005

Courtney Searles Courtney Searles Washington, District Of Columbia Details
Courtney Searles's Ameriprise Financial Services, Inc. Experience May 2008 - September 2008
Job Federal Regional Sales Manager at Cornerstone OnDemand
Industry Computer Software
Experience
Cornerstone OnDemand  March 2015 - Present
Cornerstone OnDemand  January 2013 - Present
NEOGOV  September 2010 - December 2012
Taycor Financial  January 2010 - September 2010
Europe Economics  September 2009 - December 2009
Ameriprise Financial Services, Inc.   May 2008 - September 2008

Skills
Recruiting, SaaS, Lead Generation, Enterprise Software, Sales, Cloud Computing, Selling, Performance Management, Contract Negotiation, Sales Process, Salesforce.com, Leadership, Cold Calling, CRM, Marketing, PowerPoint, Management

Education
Loyola Marymount University   2007 — 2010
Bachelors, Economics, 3.7/4.0

Dana Koth Dana Koth Osseo, Minnesota Details
Dana Koth's Ameriprise Financial Services, Inc. Experience October 2005 - July 2006
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  January 2010 - Present
Ameriprise Financial Services, Inc.   October 2005 - July 2006
Capital Professional Advisors, Inc.   June 2000 - September 2005

Education
Luther College   1992 — 1996
Bachelor of Arts (BA), Business Management

Allison Grubbs Allison Grubbs Minneapolis, Minnesota Details
Allison Grubbs's Ameriprise Financial Services, Inc. Experience February 2015 - August 2015
Job
Industry Marketing and Advertising
Experience
Meritas Law Firms Worldwide  August 2015 - Present
Ameriprise Financial Services, Inc.   February 2015 - August 2015
Robert Half Technology  May 2014 - February 2015
J.Crew  March 2013 - August 2014
Robert Half  March 2013 - May 2014
Heritage Behavioral Health Center  January 2011 - March 2013

Skills
Recruiting, Temporary Staffing, Applicant Tracking..., Staffing Services, Temporary Placement, Mental Health Care, Crisis Intervention, Case Managment, Developmental..., Medical Social Work, Case Management, Interviews, Event Planning

Education
Loyola University Chicago   2006 — 2010
Bachelor of Social Work

Loyola University Chicago   2006 — 2010
Bachelor of Social Work

Jeff Johnson Jeff Johnson Syracuse, New York Area Details
Jeff Johnson's Ameriprise Financial Services, Inc. Experience August 2004 - April 2005
Job Family Protection Specialist at Legal Shield
Industry Insurance
Experience
Legal Shield  June 2014 - Present
Bankers Conseco Life Insurance Company  May 2014 - December 2014
Colonial Voluntary Benefits  March 2014 - March 2014
Medical Answering Service   January 2014 - March 2014
C.R. Fletcher Associates, Inc.   September 2013 - December 2013
Rapid Response Monitoring Services   November 2007 - September 2013
Ameriprise Financial Services, Inc.   August 2004 - April 2005
Combined Life Insurance  September 2003 - December 2003
United States Air Force  December 1972 - February 1982

Skills
Customer Service, Military Experience, Team Leadership, Alarm Systems, Physical Security, Security, Security Management, Access Control, Fire Alarm, Troubleshooting, Sales, Radio Broadcasting, Video Conferencing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Biblical Teaching, Apple Safari, Apple OS, Team Building, Training, Social Networking, Social Media, Marketing, Public Speaking, Strategic Planning, Leadership

Education
Columbia School of Broadcasting
radio and television broadcasting

University of Maryland   1974 — 1974
Foreign Language Studies

Los Angeles City College
criminal justice

Theocratic Ministry School
Public Speaking

Brian Faracy Brian Faracy Greater Milwaukee Area Details
Brian Faracy's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2011 - Present
Wells Fargo Advisors  January 2006 - April 2011
Raymond James Financial Inc.  May 2002 - January 2006
Morgan Stanley  March 1993 - May 2002
Radio Advertising Sales and Management   April 1980 - January 1993
Us-99 Radio Chicago   1981 - 1983

Education
Loyola University of Chicago   1971 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

elk grove High   1965 — 1969
College Prep.

Daniel Warden Daniel Warden Greater Minneapolis-St. Paul Area Details
Daniel Warden's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Managed Accounts Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2013 - Present
WorldTeach  April 2013 - September 2013
WorldTeach  October 2012 - April 2013
Sports 4 Life   June 2009 - August 2011

Skills
Leadership, Project Planning, Teaching, Time Management, Public Policy, Nonprofits, Recruiting, Customer Service, Teamwork, Training, Social Media, Microsoft Office, Public Speaking, Research

Education
Luther College   2008 — 2012
Bachelor's degree, Political Science and Government

Tina Mark Tina Mark Greater Los Angeles Area Details
Tina Mark's Ameriprise Financial Services, Inc. Experience 1994 - 1997
Job Senior Vice President of Client Relationship Development at MullinTBG, a Prudential Financial company
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company  July 2014 - Present
MullinTBG, a Prudential Financial company  July 2008 - July 2014
MullinTBG, a Prudential Financial company  January 2004 - July 2008
MullinTBG, a Prudential Financial company  January 2000 - December 2004
MullinTBG, a Prudential Financial company  January 1997 - December 2000
Ameriprise Financial Services, Inc.   1994 - 1997

Skills
Retirement Planning, 401k, Mutual Funds, Financial Services, Series 7, Life Insurance, Investments, Insurance, Strategic Financial..., Securities, Asset Management, Employee Benefits, Asset Allocation, Wealth Management, Financial Analysis, Disability Insurance, Series 63, Financial Modeling, Relationship Management, Retirement, Management, Deferred Compensation, Leadership, Defined Benefit, Fixed Annuities, CRM, Strategic Planning

Education
Loyola Marymount University
BBA, Finance

Hogan Bourgeois Hogan Bourgeois New Orleans, Louisiana Details
Hogan Bourgeois's Ameriprise Financial Services, Inc. Experience December 2012 - June 2013
Job Manson Gulf LLC
Industry Oil & Energy
Experience
Manson Gulf LLC  November 2014 - Present
Manson Gulf LLC  June 2013 - November 2014
Ameriprise Financial Services, Inc.   December 2012 - June 2013
The Dovetail Companies  February 2012 - January 2013
'47 Brand  August 2011 - 2012
LA. Football Magazine   2011 - 2012
LSU Golfcourse   August 2007 - May 2011
Cajun Constructors, Inc.   May 2007 - August 2010

Skills
Real Estate, Project Management, Management, Microsoft Office, Sales Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Product Marketing, Marketing, Event Planning, Strategic Planning, Contract Negotiation, Social Media, Leadership, Sales, Budgets, Account Management, Public Speaking, Social Media Marketing, Construction

Education
Louisiana State University   2007 — 2011
Bachelors, Business Administration and Management, General

Donald Hobley Donald Hobley Greater Detroit Area Details
Donald Hobley's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Associate Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
Ameriprise Financial Services, Inc.   July 2012 - Present

Skills
Life & Health Insurance...

Education
Lynchburg College   1986 — 1991
BS, Political Science

Lori Norris Lori Norris Jonesboro, Arkansas Details
Lori Norris's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
Hilliard Lyons  September 1996 - December 2011
S G Donahue & Assoc.   1994 - 1996

Education
Bristol University   1990 — 1992
MBA, Executive Management

Lyon College   1983 — 1987
BS, Business Management

Larry Yelverton, CRPC® Larry Yelverton, CRPC® Shreveport, Louisiana Details
Larry Yelverton, CRPC®'s Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2003 - Present

Education
LSU Shreveport   1994 — 2002
Bachelor of Business Administration (BBA), Business Administration

Adam Badeaux Adam Badeaux Houston, Texas Details
Adam Badeaux's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present

Education
Louisiana State University   1997 — 2002
Bachelor of Science (B.S.), International Trade and Finance

Kirk McKinley Kirk McKinley Greater Minneapolis-St. Paul Area Details
Kirk McKinley's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Senior Business Analyst at RiverSource
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Data Recognition Corporation  November 2012 - July 2014
Fulcrum Consulting  January 2012 - November 2012
Analysts International Corporation (AIC)   September 2010 - November 2011
Thrivent Financial  November 2007 - September 2010
Thrivent Financial  May 2002 - November 2007
Thrivent Financial  September 1997 - May 2002

Skills
Management, Software Documentation, Leadership, SDLC, Salesforce.com, Budgets, Requirements Gathering, Business Analysis, Business Requirements, Process Improvement, Business Intelligence, Requirements Analysis, Vendor Management, Business Process...

Education
Luther College   1991 — 1995
Bachelor's Degree, Business Management and Public Communications

David d'Aquin David d'Aquin Kenner, Louisiana Details
David d'Aquin's Ameriprise Financial Services, Inc. Experience March 2013 - April 2013
Job Seeking new opportunities
Industry Financial Services
Experience
Danos  June 2014 - September 2015
Sterne Agee  August 2013 - June 2014
Enactus Loyola University New Orleans   December 2011 - May 2014
CommTech Industries  June 2013 - August 2013
Ameriprise Financial Services, Inc.   March 2013 - April 2013
Applebee's  August 2010 - March 2013

Skills
Microsoft Office, Suggestive Selling, Public Speaking, Leadership, Social Networking, Marketing, Team Management, Facebook, Event Planning, Social Media Marketing, Selling Skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Social Media, Customer Service

Education
Loyola University New Orleans   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Jesuit High School New Orleans   2005 — 2010

Patti Garon Lee Patti Garon Lee San Francisco Bay Area Details
Patti Garon Lee's Ameriprise Financial Services, Inc. Experience September 2003 - October 2007
Job Content Manager at Equinix
Industry Writing and Editing
Experience
Equinix  May 2014 - Present
A Way With Words  January 2012 - Present
Black & White Design  April 2012 - May 2013
Ameriprise Financial Services franchise   October 2007 - December 2011
Ameriprise Financial Services, Inc.   September 2003 - October 2007
Blue Shield of California  2002 - 2003
Raychem  1996 - 2000
Health Net  1990 - 1996

Skills
Marketing Communications, Editorial, SaaS, Content Strategy, Insurance, Strategic Planning, Writing, Public Speaking, Investments, Integrated Marketing, Copywriting, Teamwork, Editing, Product Development, Demand Generation, Creative Concept..., Copy Editing, Project Management, Creative Concept Design, Web Content, Microsoft Office, Mac OS, iWork, SEO copywriting, Keynote, PowerPoint, Strategic Communications, Public Relations, Social Media Marketing, social media, Press Releases, Marketing Strategy, Social Media, Customer Service, Email Marketing, Strategy, Management

Education
Loyola Marymount University

University of California, Santa Barbara
Bachelor's Degree, Communication Studies

Andrew M Allison Andrew M Allison Greater Chicago Area Details
Andrew M Allison's Ameriprise Financial Services, Inc. Experience February 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1996 - Present

Education
Loyola University of Chicago   1987 — 1991
Economics & Political Science

Antoni Piasecki Antoni Piasecki Boca Raton, Florida Details
Antoni Piasecki's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Ameriprise Financial Services, Inc.   September 2014 - December 2014
Wyndham Hotel Group  September 2014 - November 2014
Lynn University Office of Admission   September 2011 - May 2014
Providence Tennis Academy   June 2010 - August 2013
Delray Beach International Tennis Championships  September 2012 - March 2013

Skills
Sports, Sports Management, Customer Service, Sports Marketing, Facebook, Public Relations, Social Media, Social Networking, Teamwork, Microsoft Office, Higher Education, Research, Networking, Event Planning

Education
Lynn University   2014 — 2015
Master of Business Administration (MBA), International Business, 3.30 GPA

Lynn University   2010 — 2014
Bachelor's Degree, Sports Management, 3.31 GPA

Jay Mukherjee Jay Mukherjee Houston, Texas Area Details
Jay Mukherjee's Ameriprise Financial Services, Inc. Experience May 2011 - July 2011
Job Equity Research Associate at KLR Group
Industry Investment Banking
Experience
KLR Group, LLC  July 2013 - Present
Louisiana Small Business Development Center  January 2013 - June 2013
Ameriprise Financial Services, Inc.   May 2011 - July 2011

Skills
Microsoft Excel, Valuation, Financial Modeling, Investment Banking, Financial Advisory, Economics, Google Docs, Research, PowerPoint, Financial Analysis, Start-ups, Start-up Consulting, Early-stage Startups, Private Equity, Strategic Planning, Strategy

Education
Loyola University New Orleans   2009 — 2013
BBA, Finance, BBA, Economics

Gary Christensen, HCS, PMP Gary Christensen, HCS, PMP Greater Minneapolis-St. Paul Area Details
Gary Christensen, HCS, PMP's Ameriprise Financial Services, Inc. Experience May 1995 - November 1998
Job ManagerWorkforce Strategy & Operations, Human Resources at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  June 2011 - Present
Ameriprise Financial  May 2007 - June 2011
Ameriprise Financial  November 1998 - May 2007
Ameriprise Financial Services, Inc.   May 1995 - November 1998

Education
Macalester College   1983 — 1987

Scott Oyen Scott Oyen Greater Minneapolis-St. Paul Area Details
Scott Oyen's Ameriprise Financial Services, Inc. Experience 2002 - 2005
Job Owner, Oyen Digital LLC
Industry Computer Hardware
Experience
Stock Loon LLC   July 2008 - Present
Oyen Digital LLC   2005 - Present
Ameriprise Financial Services, Inc.   2002 - 2005

Skills
Investments, Portfolio Management, Investment Management

Education
Luther College   1998 — 2002
Bachelor of Arts (B.A.), Economics, Religion

Woodbury High School

Austin Budlong Austin Budlong Greater Minneapolis-St. Paul Area Details
Austin Budlong's Ameriprise Financial Services, Inc. Experience July 2002 - June 2005
Job Board Member at Team USA Minnesota
Industry Accounting
Experience
Team USA Minnesota   September 2015 - Present
Apothecary Products  August 2014 - Present
North American Membership Group  December 2012 - July 2014
Dixon Hughes Goodman LLP  April 2012 - November 2012
Airborne Health   March 2010 - March 2012
MinuteClinic  January 2008 - March 2010
Allianz Life  June 2005 - January 2008
Ameriprise Financial Services, Inc.   July 2002 - June 2005

Skills
Process Improvement, Strategic Planning, Microsoft Excel, Analysis, Accounting, Forecasting, Microsoft Office, Budget, Insurance, Microsoft Word, Financial Analysis, Business Analysis, Financial Reporting, Finance, Budgets, Strategic Financial..., Financial Modeling, Leadership, Financial Planning, Management

Education
Luther College   1998 — 2002
BA, MIS and Management

Terry Adelmann Terry Adelmann Scottsdale, Arizona Details
Terry Adelmann's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present
Wachovia Securities  December 1990 - April 2009
EF Hutton  June 1978 - November 1990

Education
Loyola Marymount University   1974 — 1978
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Brendan Feury Brendan Feury Baltimore, Maryland Area Details
Brendan Feury's Ameriprise Financial Services, Inc. Experience January 2002 - March 2004
Job Investment & Portfolio Strategist at Burt Wealth Advisors | Tactically & Strategically Developing Client Portfolios
Industry Investment Management
Experience
Burt Wealth Advisors   January 2010 - Present
Ameritas Investment Corp.  May 2007 - December 2009
Ameritas Investment Corp.  August 2004 - May 2007
Ameriprise Financial Services, Inc.   January 2002 - March 2004
Ferris, Baker Watts  June 1999 - December 2001

Skills
Investments, Equities, Mutual Funds, Securities, Asset Management, Retirement Planning, Investment Advisory, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation

Education
Loyola University Maryland   2007 — 2009
MSF, Finance, 3.94 GPA

West Virginia University   1995 — 1998
BSBA, Finance, 2.92 GPA

Dulaney

Dulaney

Kari Larson Kari Larson Greater Minneapolis-St. Paul Area Details
Kari Larson's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Director, Planning & Administration
Industry Financial Services
Experience
Ameriprise Financial Services, Inc,   December 2014 - Present
Ameriprise Financial Services, Inc.   May 2011 - December 2014
Respicardia, Inc (formerly Cardiac Concepts)   May 2009 - May 2011
Ameriprise Financial  2006 - 2009
Ameriprise Financial  2004 - 2006
Ameriprise Financial  2002 - 2005
Ameriprise Financial  2000 - 2002
Boston Health Care Systems   1997 - 2000
Lutheran Social Services of Minnesota  1993 - 1997

Skills
Financial Services, Budgets, Leadership, Project Management

Education
Luther College   1989 — 1993
BA, Social Work

Stacy Fabacher Stacy Fabacher Greater Minneapolis-St. Paul Area Details
Stacy Fabacher's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Implementation Manager, Field Execution & Training
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
Ameriprise Financial Services, Inc.   January 2010 - June 2011
Ameriprise Financial  October 2007 - January 2010
Ameriprise Financial Services, Inc.   April 2007 - October 2007
Ameriprise Financial  March 1999 - April 2007
American Express Financial Advisors  March 1997 - March 1999
New Orleans Metropolitan Convention & Visitors Bureau   1993 - 1997
Elmwood Medical Center   1993 - 1993

Skills
Project Management, Strategic Communications, Collaboration Solutions, Budgets, Change Management, Marketing, CRM, Leadership, Management, Business Analysis, Strategic Planning, Financial Services, Marketing Strategy

Education
Verbatim Court Reporting Academy   1990 — 1995
Stenography, Medical & Legal Terminology

Louisiana State University   1986 — 1989
General

Fred Sullivan Fred Sullivan Greater Minneapolis-St. Paul Area Details
Fred Sullivan's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Project Manager at Comcast
Industry Consumer Services
Experience
Comcast  January 2008 - Present
Young America Corp  2007 - 2007
Ameriprise Financial Services, Inc.   2005 - 2007
AI Signal Research   2004 - 2005
Sapphire Technogies   2004 - 2004
Cobb County and Dougals County Boards of Health   2003 - 2003
Federal Reserve Bank of Atlanta  2000 - 2002
Bank of America  1997 - 2000
SouthTrust Corporation  1989 - 1997

Skills
Process Improvement, Telecommunications, Project Management, Six Sigma, Customer Satisfaction, Operations Management, Business Analysis, Team Leadership, Team Building

Education
Lynchburg College
Masters Industrial Management

Samford University
Master of Business Administration (MBA)

Angel Rodriguez, MBA Angel Rodriguez, MBA Greater Minneapolis-St. Paul Area Details
Angel Rodriguez, MBA's Ameriprise Financial Services, Inc. Experience August 2011 - October 2012
Job Senior Group Manager, Financial and Retail Services at Target
Industry Retail
Experience
Target  October 2012 - Present
Ameriprise Financial Services, Inc.   August 2011 - October 2012
Ameriprise Financial Services, Inc.   September 2006 - August 2011
Ameriprise Financial Services, Inc.   February 2005 - September 2006
Ameriprise Financial Services, Inc.   November 2000 - February 2006
Ameriprise Financial Services, Inc.   August 1994 - February 2000

Skills
Mutual Funds, Insurance, Operations Management, Annuities, Budgeting, Brokerage, Managed Accounts, Process Improvement, Series 7, Financial Planning, Vendor Management, Risk Management, Strategic Planning, Customer Relations, Team Building, Call Center, Business Process..., Performance Management, Customer Service, Budgets, Fixed Annuities, Strategic Financial..., Strategy, Managing Accounts, Call Centers, Project Management, Business Strategy, Change Management, Business Analysis, Financial Services, Six Sigma, Management, Leadership, Forecasting, New Business Development, Project Planning, Relationship Management, Team Leadership, Business Process, Talent Management, Coaching, Customer Satisfaction, Cross-functional Team..., Product Development, Finance, Customer Experience, Retail, Outsourcing, Program Management, Analysis

Education
University of Minnesota - Carlson School of Management   2009 — 2011
MBA

Macalester College   1990 — 1994
BA, History and Legal Studies

Hunter College High School-New York, NY   1984 — 1990
High School Diploma, College Prep

Donald Kapsner Donald Kapsner Madison, Wisconsin Area Details
Donald Kapsner's Ameriprise Financial Services, Inc. Experience October 1997 - December 2001
Job Integration Technical Lead at Dean Health Plan
Industry Information Technology and Services
Experience
Dean Health Plan, Inc.   April 2014 - Present
Dean Health Plan  January 2012 - March 2014
Badger Computer Consulting, Inc.   September 1997 - December 2012
Dean Health System  February 2010 - January 2012
American Family Insurance  July 2002 - February 2010
Ameriprise Financial Services, Inc.   October 1997 - December 2001
Prudential Financial  October 1996 - September 1997
American Family Insurance  July 1993 - October 1996
American Family Insurance  May 1992 - December 1992

Skills
Data Modeling, Business Intelligence, Oracle, Business Analysis, Databases, PL/SQL, Data Integration, Data Warehouse..., Microsoft SQL Server, SharePoint, Software Project..., Requirements Analysis, Dimensional Modeling, Enterprise Architecture, Database Design, Visio, Requirements Gathering

Education
Informatica Training   2003 — 2003
Developer, Informatica

Madison Area Technical College   1988 — 1992
Associate, Computer Programming

Cassidy Reese Cassidy Reese Greater New Orleans Area Details
Cassidy Reese's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job The woman behind the curtain making sure the production runs smoothly
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
New Orleans Flare   October 2009 - July 2011
Voltage Designs   September 2009 - December 2010
Celebration Distillation Corporation   January 2007 - October 2009
The Garden Gate  April 2007 - December 2007
Lakeside Camera Photoworks  October 2006 - May 2007
Inessa Stewart’s Antique’s   2006 - 2006

Skills
Graphic Design, Photography, Advertising, Social Media, Portrait Photography, Social Networking, Sales, Event Management, Marketing, Social Media Marketing, Public Relations, Online Marketing, Marketing Strategy, Facebook, Marketing Communications, Adobe Creative Suite, Email Marketing, Online Advertising, Photoshop, Blogging, Event Planning, Fundraising, Digital Marketing, Customer Service, Microsoft Word, Microsoft Excel, Brand Development, Digital Media, Newsletters, Microsoft Office, Web Design, Trade Shows, SEO, Editing, Creative Writing, Copywriting, Press Releases, Account Management, Direct Marketing, Brand Management, Marketing Management, New Business Development, Retail, Google Analytics, Creative Direction, Illustrator, Finance, Leadership

Education
Louisiana State University   2001 — 2005
BA, Mass Communications and Photography

Erika Wachholz Erika Wachholz Storm Lake, Iowa Details
Erika Wachholz's Ameriprise Financial Services, Inc. Experience May 2010 - April 2015
Job Registered principal delegate and paraplanner with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Quest Wealth Management with Ameriprise Financial Services, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   May 2010 - April 2015
RiverSource Distributors/Ameriprise Financial   October 2008 - May 2010
Ameriprise Financial  November 2005 - July 2008
Ameriprise Financial  October 2003 - November 2005
Prudential Securities/Wachovia Securities  July 2002 - September 2003
Edward Jones  August 2001 - June 2002
American Express Financial Advisors  April 2000 - July 2001
American Express Financial Advisors  May 1998 - April 2000

Education
Luther College   1993 — 1997
BA, Music

Kari Karsnick Kari Karsnick Minneapolis, Minnesota Details
Kari Karsnick's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Senior Audit Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Ameriprise Financial  June 2010 - August 2012
Ameriprise Financial  January 2007 - June 2010
KPMG LLP  August 2004 - January 2007

Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Risk Management, Financial Analysis, Financial Risk, Sarbanes-Oxley, Financial Reporting, Finance, Risk Assessment, Process Improvement

Education
Luther College   2000 — 2004
Bachelor of Arts, Accounting & Economics

Shauntel Dalton Leeson Shauntel Dalton Leeson Greater Chicago Area Details
Shauntel Dalton Leeson's Ameriprise Financial Services, Inc. Experience September 1995 - April 2009
Job F.I.S.H. | Financial Advisor, Entrepreneur, Internet Visionary|
Industry Financial Services
Experience
J.P. Morgan   June 2010 - June 2013
Brewer Investment Group  June 2009 - January 2010
Ameriprise Financial Services, Inc.   September 1995 - April 2009
Edward Jones  January 1993 - May 1995
Euro Atlanitc Securities   June 1992 - December 1992
Emrem Financial Services   October 1986 - May 1992

Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Options, Risk Management, Series 65, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Investment Strategies, Financial Services, Finance, FINRA, Retirement, Strategic Financial..., Strategy, Fixed Annuities, Variable Annuities, Indexed Annuities, Portfolio Management, Alternative Investments, Wealth Management..., Financial Advisory, Series 6, Series 24, Bonds, ETFs, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Leadership, Financial Planning

Education
Loyola University of Chicago
Accounting & Finance

National-Louis University
Business Management

Northwestern University
Organizational Leadership

Conway Halsall, CFP ®, ChFC®,CLU® Conway Halsall, CFP ®, ChFC®,CLU® Washington D.C. Metro Area Details
Conway Halsall, CFP ®, ChFC®,CLU®'s Ameriprise Financial Services, Inc. Experience April 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2002 - Present
Ameriprise Financial  January 2002 - Present
Ameriprise Financial (Formerly American Express Financial Advisors)   2002 - 2005
US Navy  October 1976 - December 2001
USS Abraham Lincoln (CVN 72)   1994 - 1997

Education
University of Virginia   1984 — 1986
Master of Engineering, Nuclear Engineering

Louisiana State University   1971 — 1976
Bachelor of Science, Applied Mathematics

Benjamin Franklin High School   1967 — 1971
High School

Tina Doherty Tina Doherty Pismo Beach, California Details
Tina Doherty's Ameriprise Financial Services, Inc. Experience December 2009 - July 2010
Job Account Assistant at Contractors & Developers Bonding
Industry Insurance
Experience
Contractors & Developers Bonding   March 2012 - Present
Farmers Insurance- Osty Insurance   September 2010 - March 2012
Ameriprise Financial Services, Inc.   December 2009 - July 2010
Morris & Garritano Insurance   June 2002 - November 2008
SeaVenture Resort   August 1998 - June 2002
Resort at Squaw Creek  September 1991 - June 1998
Superior National Insurance  1986 - 1991
Allianz  June 1983 - September 1987

Skills
Marketing, Strategy, Employee Benefits, Insurance, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Benefits Administration, Workshop Facilitation, Strategic Planning, Employee Relations, Customer Service, Sales, Public Relations, Outlook, Commercial Lines, Account Management

Education
Los Angeles Valley College   1985 — 1987
Psychology

Susan Klevan Susan Klevan Greater Minneapolis-St. Paul Area Details
Susan Klevan's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Retired into new ventures
Industry Program Development
Experience
Saint Paul Public Schools  April 2009 - Present
Saint Paul Area Synod   January 2002 - Present
Ameriprise Financial  January 1986 - June 2006
Ameriprise Financial Services, Inc.   2005 - 2006
American Express Financial Advisors now Ameriprise Financial   1986 - 2006

Skills
Program Management, Vendor Management, Financial Services, Process Improvement, Business Analysis, PMO, Data Center, Integration, Project Management, Lotus Notes, Microsoft Office, Testing, IT Management, PMP, Cross-functional Team..., Disaster Recovery, Analysis, Strategic Planning, Software Development, Requirements Analysis, Business Process..., Visio, IT Strategy, Leadership, Management, SDLC, Team Building, Requirements Gathering, Information Technology, Risk Management, Software Documentation, Team Leadership, Nonprofits, Project Portfolio..., Staff Development

Education
University of Minnesota - Carlson School of Management   1982 — 1985
MBA, MIS

Luther College
BA

Matthew Cheney, CFP® Matthew Cheney, CFP® Baltimore, Maryland Area Details
Matthew Cheney, CFP®'s Ameriprise Financial Services, Inc. Experience September 2004 - May 2008
Job Financial Advisor at Horan Capital Management, LLC
Industry Financial Services
Experience
Horan Capital Management, LLC   March 2013 - Present
Fidelity Investments  April 2010 - December 2012
MetLife Securities, Inc.   June 2008 - April 2010
Ameriprise Financial Services, Inc.   September 2004 - May 2008

Skills
Certified Financial..., Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Insurance, Portfolio Management, Risk Management, 401k, Fixed Annuities, Financial Analysis

Education
Loyola University Maryland   2000 — 2004
Bachelor of Business Administration (BBA), Management

Angelia Thomas, CRPC® Angelia Thomas, CRPC® Greater Omaha Area Details
Angelia Thomas, CRPC®'s Ameriprise Financial Services, Inc. Experience 2000 - 2002
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Leyden, Thomas & Associates “A financial advisory practice of Ameriprise Financial Services, Inc.   January 1999 - Present
Ameriprise Financial Services, Inc.   2000 - 2002
Ameriprise Financial Services, Inc.   1999 - 2000
USAF, Offfut Air Force Base, NE   1978 - 1998

Education
Louisiana Tech University   1980 — 1982
Master of Business Administration (M.B.A.), Finance, General

Alabama State University   1974 — 1978
Bachelor of Business Administration (BBA), Accounting

Heather Melzer Heather Melzer Milwaukee, Wisconsin Details
Heather Melzer's Ameriprise Financial Services, Inc. Experience October 2003 - September 2006
Job Fixed Income Compliance Officer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   June 2010 - Present
Robert W. Baird & Co.   September 2006 - May 2010
Ameriprise Financial Services, Inc.   October 2003 - September 2006

Skills
Series 7, Fixed Income

Education
Loyola University Chicago   2015 — 2017
Masters of Jurisprudence, Law

Wheaton College, Wheaton, IL   1994 — 1998
B.A., Literature

Stamo Hadjiyski Stamo Hadjiyski Greater Milwaukee Area Details
Stamo Hadjiyski's Ameriprise Financial Services, Inc. Experience January 2009 - April 2009
Job Equity Capital Markets Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   July 2013 - Present
Robert W. Baird & Co.   July 2010 - June 2013
Allianz Life Insurance Company Summer Research Grant   May 2009 - August 2009
Ameriprise Financial Services, Inc.   January 2009 - April 2009
Societe Generale  July 2008 - August 2008

Education
Macalester College   2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science

American Academy Tbilisi   2002 — 2006

American International School - Salzburg   2004 — 2005

Jared Thomas Jared Thomas Baltimore, Maryland Area Details
Jared Thomas's Ameriprise Financial Services, Inc. Experience January 2008 - March 2008
Job Assistant Manager at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  March 2015 - Present
SunTrust Investment Services  July 2011 - March 2015
Scottrade  April 2008 - June 2011
Ameriprise Financial Services, Inc.   January 2008 - March 2008

Skills
Series 7, Series 24, FINRA, Investments, Series 66, NICE Perform, Pinnacle Enterprise..., Oracle Customer..., SharePoint, Microsoft Excel, Bloomberg Certified, Bloomberg, Uniform Combined State...

Education
Loyola College in Maryland   2011 — 2014
MSF, Finance

Robert Morris University   2005 — 2007
BSBA, Finance

LaKeisha Johnson LaKeisha Johnson Greater Detroit Area Details
LaKeisha Johnson's Ameriprise Financial Services, Inc. Experience August 2005 - October 2009
Job Accounting Professional
Industry Accounting
Experience
Ameriprise Financial Services, Inc.   August 2005 - October 2009

Education
Macomb Community College
Associates, General Studies

Oakland University
Bachelor's, Accounting

Brian Mahler, CRPC, CLTC Brian Mahler, CRPC, CLTC Greater Boston Area Details
Brian Mahler, CRPC, CLTC's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Ameriprise Financial Services Inc  January 2011 - March 2012
Ameriprise Financial  March 2010 - January 2011
Ameriprise Financial  September 2001 - March 2010

Education
Lynn University   1997 — 2001

Jonathan Frigo, CRPC® Jonathan Frigo, CRPC® Greater Minneapolis-St. Paul Area Details
Jonathan Frigo, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Ameriprise Financial Services, Inc.   May 2012 - July 2015
Ameriprise Financial Services, Inc  January 2009 - May 2012
Ameriprise Financial Services, Inc.   January 2007 - December 2008

Education
Loyola University New Orleans
Bachelor of Arts Degree

Christian Schick Christian Schick Houston, Texas Area Details
Christian Schick's Ameriprise Financial Services, Inc. Experience August 2003 - June 2007
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  May 2015 - Present
Assistant Vice President at Merrill Edge   December 2014 - May 2015
Veritas Wealth Management, LLC   February 2014 - November 2014
TD Ameritrade  June 2007 - February 2014
Ameriprise Financial Services, Inc.   August 2003 - June 2007

Skills
Investments, Securities, Portfolio Management, ETFs, Investment Advisory, Investment Strategies, Equities, Finance, Fixed Annuities, Asset Management, Series 66, Hold Series 7, Options Strategies

Education
Louisiana State University   1996 — 2000
BS, International Trade and Finance, 3.5

Louisiana State University   1996 — 2000
Minor, Economics, 3.5

Julius Roberson Julius Roberson Baton Rouge, Louisiana Area Details
Julius Roberson's Ameriprise Financial Services, Inc. Experience July 2004 - November 2005
Job Retirement Benefits Analyst at Teachers' Retirement System of Louisiana
Industry Insurance
Experience
Teachers' Retirement System of Louisiana  December 2012 - Present
Bill Barkas Insurance Agency   December 2011 - July 2014
State Farm VP Management Corp   August 2011 - January 2013
3rd Millennium Insurance & Financial Services, Inc   October 2010 - August 2011
JPMorgan Chase  November 2005 - July 2010
Ameriprise Financial Services, Inc.   July 2004 - November 2005

Skills
Insurance, 401k, Fixed Annuities, Employee Benefits, Life Insurance, Investments, Retirement, Mutual Funds, Risk Management, IRAs, Commercial Insurance, Finance, Property, Strategic Planning, Variable Annuities

Education
Louisiana State University   2000 — 2002
Bachelor's, Business Administration, Communication Studies

University of Louisiana at Monroe   1995 — 1999

Caddo Magnet High School   1992 — 1995
Diploma

ray okazaki, ChFC, CPA, MBA ray okazaki, ChFC, CPA, MBA Greater Los Angeles Area Details
ray okazaki, ChFC, CPA, MBA's Ameriprise Financial Services, Inc. Experience August 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1995 - Present
Hughes Aircraft Company  June 1988 - July 1995
Litton Industries  June 1987 - June 1988
Coopers and Lybrand  September 1984 - June 1987

Education
Loyola Marymount University   1991 — 1993
Master of Business Administration (M.B.A.), Finance, General

University of Southern California   1981 — 1983
Bachelor's degree, Accounting

Meredith Cuda Meredith Cuda Minneapolis, Minnesota Details
Meredith Cuda's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Executive Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Wells Fargo  January 2007 - January 2011
US Airways  February 2005 - January 2007
Helping Hands, Inc.   January 2000 - February 2005

Skills
Event Planning, Executive..., Executive Calendar..., Microsoft Office, Gatekeeper, Time Management, Project Management, Strategic Planning, Event Management, Team Leadership, Peer Mentoring, Training, Teamwork, PowerPoint, Outlook

Education
Loyola University of Chicago
Bachelor of Business Administration (BBA), International Business

Loyola University of Chicago; John Felice Rome Center
Study Abroad

Sam Kiener Sam Kiener Greater Minneapolis-St. Paul Area Details
Sam Kiener's Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Underwriter at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2005 - Present

Skills
Disability Insurance, Underwriting, Life Insurance, Public Speaking, Financial Modeling, Microsoft Office, Leadership, Financial Risk, Research, Social Media, Nonprofits, Analysis

Education
Macalester College   1999 — 2003
BA, Religious Studies

Macalester College   1999 — 2003

James Lundell James Lundell Hudson, Wisconsin Details
James Lundell's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Office Assistant and ParaPlanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present

Skills
Data Entry, Management, Microsoft Office, Insurance, Retirement Planning, Research, Social Media, Administrative..., Investments, Leadership, Customer Service, Outlook, Event Planning, Wealth Management, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking

Education
Loras College   1973 — 1975
none, Basics

Daniel Volk Daniel Volk Greater Seattle Area Details
Daniel Volk's Ameriprise Financial Services, Inc. Experience September 2010 - December 2010
Job Consultant at Piraeus Consulting
Industry Research
Experience
Piraeus Consulting  August 2014 - Present
Piraeus Consulting  July 2013 - August 2014
Reflections Landscape and Construction   February 2013 - June 2013
Macalester College  August 2010 - December 2012
City of Seattle  June 2011 - August 2011
Ameriprise Financial Services, Inc.   September 2010 - December 2010
Tenhulzen Painting Company   June 2009 - August 2009

Skills
Analysis, Statistics, Data Analysis, Economics, Financial Analysis, Microsoft Office, Microsoft Excel, Business Intelligence, Stata, Access, Financial Modeling, PowerPoint, Research, Microsoft SQL Server, Matlab, Microsoft Word, R, Econometric Modeling, Mathematica, Applied Mathematics, Policy Analysis, Financial Projection, LaTeX, PowerPivot, DAX, MDX, SharePoint, Econometrics, Qualitative Research

Education
Macalester College   2008 — 2012
Bachelor of Arts, Economics

Erik Wiesner Erik Wiesner Sparks Glencoe, Maryland Details
Erik Wiesner's Ameriprise Financial Services, Inc. Experience August 1997 - March 2010
Job Operations Advisor at Basignani Winery
Industry Wine and Spirits
Experience
Basignani Winery   April 2010 - Present
Ameriprise Financial Services, Inc.   August 1997 - March 2010

Education
Loyola College in Maryland   1992 — 1995
Bachelor of Arts (BA), Psychology

Don March Don March Vernon Hills, Illinois Details
Don March's Ameriprise Financial Services, Inc. Experience
Job Associate Vice PresidentSenior Financial AdvisorMBA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.  

Skills
Investment Strategies, Investment Management, Retirement Plan..., 529 Plans, Bonds, Strategic Financial...

Education
Loyola University of Chicago   1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services

Loyola University of Chicago   1992 — 1994
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of Iowa   1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Maryann Kiser Maryann Kiser Flushing, Michigan Details
Maryann Kiser's Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2007 - Present
Ameriprise Financial  September 2007 - Present
Jay Werschky, DDS   November 2005 - March 2007
David D. Owocki, DDS   December 2004 - November 2005
Stephen Nechvatal, DMD   June 2004 - December 2004
Eastman, DDS   July 1999 - June 2004

Education
Macomb Community College   1989 — 1990

Ben Proctor Ben Proctor Baton Rouge, Louisiana Details
Ben Proctor's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Inter at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
UNIQUE CUISINE CATERING  May 2011 - August 2011
OUR LADY OF THE   May 2009 - August 2009

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, C++, Financial Analysis, Teamwork, SQL, HTML, Research, Photoshop, Accounting, Access

Education
Louisiana State University   2009 — 2013
Bachelor of Science, Finance ProgramConcentration Corporate Finance; Finance

LSU   2009 — 2012
Finance, General

Steve Nelson Steve Nelson Las Vegas, Nevada Details
Steve Nelson's Ameriprise Financial Services, Inc. Experience April 2012 - September 2012
Job Realtor at Signature Real Estate Group
Industry Real Estate
Experience
Signature Real Estate Group  July 2015 - Present
Wardley Real Estate  May 2014 - July 2015
Lincoln Heritage  December 2013 - June 2015
COUNTRY Financial®  September 2012 - December 2013
Ameriprise Financial Services, Inc.   April 2012 - September 2012
Home Savings Mortgage  January 2002 - January 2011

Skills
Series 7, Series 66, Life and Health, Property and Casualty, Retirement Planning, Saving for Education, Commercial Insurance, Investments, Sales, Uniform Combined State..., Real Estate Financing, Mortgage Lending, Real Estate, FHA, Selling, REO, Foreclosures, Short Sales, Investment Properties, Condos, Commercial Real Estate, First Time Home Buyers, Vacation Homes, HUD, Property Management, Real Property, Buyers, Referrals, New Home Sales, Real Estate Transactions, Brokerage, VA loans, Refinance, Property, Real Estate Economics, New Homes, Sellers, Loan Origination, Residential Mortgages, Reverse Mortgages, Loans, Mortgage Banking, Investors, Finance, USDA, FHA financing, Certified Mortgage..., Commercial Mortgages, Underwriting, Credit

Education
West Los Angeles College   1994 — 1996
Associate of Arts (A.A.), Psychology

Los Angeles City College   1976 — 1979
Music

Terry Medley Terry Medley San Jose, California Details
Terry Medley's Ameriprise Financial Services, Inc. Experience August 2005 - November 2010
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2010 - Present
Ameriprise Financial Services, Inc.   August 2005 - November 2010
Wachovia Securities  March 1993 - August 2005

Skills
Retirement, Investments, Alternative Investments, Financial Advisory, Fixed Annuities

Education
Louisiana State University   1975 — 1979
Bachelor of Arts (BA), Economics

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