Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
eVestment August 2014 - Present
Jeffrey Slocum & Associates August 2013 - August 2014
Jeffrey Slocum & Associates January 2013 - August 2013
Jeffrey Slocum & Associates December 2009 - December 2012
Ameriprise Financial Services, Inc. January 2009 - November 2009
Wipfli Hewins Investment Advisors September 2007 - October 2008
Skills
Asset Allocation, Investments, Alternative Investments, Fixed Income, Investment Strategies, Capital Markets, Asset Management, Investment Management, Hedge Funds, Strategic Financial..., Equity Research, Equities, Financial Modeling, Financial Markets, Pensions, Institutional, Institutional..., Peer Group Analysis
Education
Metropolitan State University 2004 — 2007
Bachelor of Science (B.S.), Finance
University of San Diego 2000 — 2003
Computer Science
Saint Thomas Academy 1994 — 2000
Lucas Group June 2014 - Present
Imprimis May 2010 - May 2014
Ajilon Professional Staffing June 2008 - November 2009
Spencer Reed Group May 2006 - June 2008
UBS Financial Servicesdallas July 2003 - May 2006
Fidelity Investments December 2000 - July 2003
Ameriprise Financial Services, Inc. April 2000 - December 2000
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Accountants, Administrative..., Administrative Work, Applicant Tracking..., Benefits Administration, Call Center, Call center start-up, Clerical, Clerical Work, College Recruiting, Commercial Mortgages, Compensation & Benefit, Contract Recruitment, Cost Accounting, Customer Service, Employee Benefits, Customer Service..., Employee Engagement, Employee Relations, Employment, Customer Service..., Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Graduate Recruitment, Internet Recruiting, Key Account Management, Interviews, Legal Research, Management, Medical Billing, Medical Coding, Medical Records, Medical Terminology, Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Office Administration, Payroll, Permanent Placement, Temporary Placement, Human Resources, Training, Call Centers
Education
University of North Texas 1994 — 1997
BBA, Production and Operations Management
Maryville University of Saint Louis 1993 — 1994
Eureka Senior High School
AchievementInsight July 2014 - Present
Mid American Financial Group an office of New England Financial, a MetLife Company June 2013 - June 2014
Mid American Financial Group January 2010 - April 2013
The American College January 2010 - March 2013
Charting Course April 2004 - December 2011
Ameriprise Financial Services, Inc. July 2009 - January 2010
Ameriprise Financial November 2006 - March 2009
Ameriprise Financial June 2005 - November 2006
Ameriprise Financial November 1999 - April 2004
Northfield Downtown Development Corporation 2000 - 2001
Education
University of St. Thomas 1995 — 1997
MA, Organizational Development/HRD
Metropolitan State University 1992 — 1994
BA, Marketing, Communication
ClientWise 2011 — 2012
Certified Financial Services Coach, Professional Coaching
E-Myth Worldwide 1994 — 1995
Certified E-Myth Consultant, Professional Coaching
Coaches Training Institute 1993 — 1994
Co-active Coach, Professional and Life Coaching
Northfield Sr High
Ameriprise Financial Services, Inc. June 2003 - Present
Education
Manhattanville College 1998 — 2002
Bachelor of Arts (BA), Finance, General
Allianz March 2012 - Present
City of Brooklyn Center October 2011 - January 2013
Ameriprise Financial Services, Inc. September 2011 - March 2012
Wells Fargo Advisors February 2008 - September 2011
Wells Fargo Advisors November 2006 - February 2008
Ameriprise Financial Services, Inc. January 2000 - July 2006
Ameriprise Financial Services, Inc. January 1998 - January 2000
Ameriprise Financial Services, Inc. January 1996 - January 1998
Skills
Mutual Funds, Investments, Bonds, Options, Banking, Sales, Customer Service, Politics, Pastoral Care, children's ministry, Political Campaigns, Insurance, Operations Management, Media, Trading, Series 7, Nonprofits, Equities, Management, Finance
Education
Metropolitan State University 1998 — 2000
BA, Religion and Political Science
University of Minnesota-Twin Cities 1996 — 1997
Political Science and Government
North Hennepin Community College 1991 — 1995
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Ameriprise Financial Services, Inc. July 2015 - Present
The Prudential Insurance Company of America January 2013 - June 2015
The Hartford July 2011 - June 2015
MetLife 2004 - 2011
United States Marine Corps 1991 - 1995
Skills
Insurance, Life Insurance, Sales, Management, Investments, Leadership, Financial Services, Employee Benefits, Customer Retention, Financial Planning, Finance, Retirement, Fixed Annuities, Mutual Funds, Retirement Planning, Series 7
Education
Marquette University
Bachelor of Arts (B.A.), Law Studies
Marquette University
MBA, Finance
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial May 2009 - March 2011
Morgan Stanley Smith Barney August 1999 - May 2009
Scott & Stringfellow November 1993 - August 1999
Education
Manhattan College 1983 — 1986
Bachelor of Engineering, Civil Engineering
University of New Hampshire 1981 — 1983
Associates Applied Science, Civil Technology
Lancaster Pollard 2012 - Present
Fifth Third Bank 2005 - 2012
Jackson National Life 2004 - 2005
Cleary University 2003 - 2004
Concordia University Ann Arbor 2003 - 2004
Comerica Bank 2001 - 2004
National Australia Bank 1999 - 2001
Ameriprise Financial Services, Inc. 1998 - 1999
PNC 1994 - 1998
Federated Investors, Inc. 1987 - 1994
Skills
Risk Management, FINRA, Mutual Funds, Financial Risk, Public Speaking, Finance, Chief Compliance Officer, AML, Internal Controls, Investments, FINRA Arbitrator, Bank-Securities..., Broker-Dealer Compliance, Investment Adviser..., Capital Markets..., Investment Company..., AML Compliance, Insurance Agency..., Training, Industry Conference...
Education
Robert Morris University
Master of Science (MBA), Business Administration
Messiah College
Bachelor of Arts (BA), History, 1978
M.D. Sass February 2015 - Present
RBC Capital Markets February 2013 - January 2015
RBC Capital Markets July 2012 - February 2013
Carlson Funds Enterprise June 2011 - June 2012
RBC Capital Markets June 2011 - August 2011
Ameriprise Financial Services, Inc. June 2009 - December 2010
The Minnesota Daily January 2010 - May 2010
Sapphire Consulting September 2009 - December 2009
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Equities, Finance, Microsoft Office, Investments, Equity Research, Trading, Leadership, Bloomberg, Valuation
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor's of Science, Business, Finance
Masarykova univerzita Ekonomicko-správní fakulta 2011 — 2011
Central European Studies
J.P. Morgan Asset Management February 2015 - Present
MicroPlace June 2010 - June 2014
Bruce Allen Investments October 2008 - August 2009
MicroPlace September 2007 - June 2008
Ameriprise Financial Services, Inc. December 2006 - July 2007
Wells Fargo August 2005 - August 2006
Skills
Customer Service, Administration, Reports & Analysis, Compliance, Office Management, Financial Operations
Education
Madurai Kamaraj University 1999 — 2001
Master of Tourism Management
Shevaroys 1996 — 1999
Diploma in Hotel Management & Catering Technology
Ameriprise Financial Services, Inc. May 2014 - Present
Adams Friendship Middle School 2005 - 2008
Adams Friendship Middle School 2005 - 2008
Education
University of Wisconsin-Stevens Point 2000 — 2005
Bachelor's degree, Broad-field Social Science
Marian University
Master's degree, Educational/Instructional Technology
Ameriprise Financial Services, Inc. January 2013 - Present
Hallman & McQuinn Capital Managment September 2000 - October 2010
Prudential Securities, Inc January 1987 - June 1996
EF Hutton July 1983 - January 1987
Merrill Lynch September 1979 - July 1983
Education
Marquette University 1974 — 1978
B.S., Business
Ameriprise Financial Services, Inc. December 2011 - Present
A.G. Edwards & Sons, Inc. August 1999 - December 2011
Barnett Bank January 1983 - August 1999
Education
Saint Leo University 1985 — 1986
Massachusetts Bay Community College 1981 — 1983
Ameriprise Financial Services, Inc. February 2008 - Present
Education
College of Financial Planning 2010 — 2012
Chartered Retirement Planning Counselor, Retirement Planning
McNeese State University
Bachelor of Science (BS), Chemical Engineering
University of Southern Mississippi
Master of Science (MS), Organic Chemistry
University of Southern Mississippi
Bachelor of Arts (BA), Chemistry
Ameriprise Financial Services, Inc. February 2011 - Present
Summit Square May 2007 - March 2012
Skills
Microsoft Office, Organizational..., Leadership, Marketing Strategy, Social Media, PowerPoint
Education
Mary Baldwin College 2008 — 2012
Bachelor's degree, Sustainability Studies
Waynesboro High School 2004 — 2008
Advanced
Rainbow Center for Communicative Disorders August 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - August 2015
March of Dimes September 2014 - December 2014
Worth Harley-Davidson June 2013 - January 2014
USO - Great Lakes August 2012 - May 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Marketing, Tutoring, Lotus Notes, National Honor Society, Time Management, Social Networking
Education
Roosevelt University 2011 — 2012
Bachelor of Science (B.S.) in Business Administration, Marketing
Metropolitan Community College-Blue River 2009 — 2011
Associate of Arts (A.A.), Business
Ameriprise Financial Services, Inc. November 2014 - Present
USBancorp Investments, Inc. August 2011 - November 2014
Shilalis real estate August 2010 - February 2011
Miller, Allen & Associates - A Financial Advisory Practice of Ameriprise Financial April 2010 - July 2010
Ameriprise Financial Services, Inc. September 2006 - March 2010
Ameriprise Financial January 2004 - March 2010
Ameriprise Financial Services, Inc. February 2004 - September 2006
Ameriprise Financial Services, Inc. March 1998 - February 2004
Ameriprise Financial January 1998 - February 2004
Skills
Customer Service, Leadership, Mutual Funds, Call Center, Operations Management, 401k, 403 b, Variable Annuities, Fixed Annuities, Call Centers, Team Building, Retirement, FINRA, Strategic Financial..., Training, Series 7, Strategy, Management, Insurance, Financial Planning
Education
McNally Smith College of Music 1997 — 1997
Technical, Music
Ameriprise Financial Services, Inc. January 2015 - Present
MN Dept of Revenue January 2014 - Present
Securian Financial Group November 1995 - December 2014
Securian Financial Group October 2001 - January 2004
Anchor Bank April 1994 - October 1995
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Pensions, Financial Planners, Investments, Strategic Financial..., Series 6, ERISA, Student Financial Aid, Series 7, Wealth Management, Mutual Funds, Retirement, Series 24
Education
Metropolitan State University
BS, Financial Services Management
Ameriprise Financial Services, Inc. September 2012 - Present
Broesch & Co., S.C. February 1972 - Present
Education
Marquette University 1957 — 1963
Bachelor of Science (BS), Accounting and Finance with minor in Philosophy
Mesabi Range College March 2013 - Present
Ameriprise Financial Services, Inc. September 2007 - Present
Education
University of Minnesota-Crookston 2004 — 2006
Bachelors of Science, Business, Management, Marketing, and Related Support Services
Mesabi Range Community and Technical College 2002 — 2004
Associate of Arts (A.A.)
Ameriprise Financial Services, Inc. 2006 - Present
Integramed America, Inc. 2003 - 2006
Education
Merrimack College 1999 — 2004
BA, Business Management
Ameriprise Financial Services, Inc. April 1994 - Present
Education
Marquette University 1977 — 1981
Bachelor of Science (B.S.), Accounting
Ameriprise Financial Services, Inc. December 2002 - Present
Frito Lay January 1998 - November 2002
U.S. Army January 1994 - January 1998
Education
Marylhurst University 1998 — 2000
MBA, Finance
Western Oregon University 1990 — 1993
B.S., Education
Pullman High School 1986 — 1989
Ameriprise Financial Services, Inc. April 2014 - Present
Douglas County Bank 1997 - 2013
Skills
Payroll, Payroll Taxes, Accounts Payable, Account Management, Fixed Assets, Employee Benefits, Life Insurance, 401k, Procurement, New Hire Orientations, Leadership, Benefits Administration, Onboarding, Performance Management, Human Resources, Employee Relations, Public Speaking, Team Building, Customer Service, Management, Marketing, Sales, Coaching
Education
Mercer University 1994 — 1996
Bachelor of Science (BS), Human Resources Management and Services
The University of Georgia 1995 — 1995
Psychology; Early Childhood Education
Truett-McConnell College 1992 — 1994
Ameriprise Financial Services, Inc. July 2006 - Present
UBS September 1996 - May 2006
Education
Marquette University 1975 — 1979
Bachelor of Science (BS), Finance, General
Producers Supply Company, Inc. October 2013 - Present
Producers Supply Company, Inc. June 2012 - October 2013
Paul Risk Associates, Inc April 2011 - May 2012
American Income Life June 2008 - February 2011
Ameriprise Financial Services, Inc. December 2007 - June 2008
Skills
Marketing, Employee Benefits, Contract Negotiation, Insurance, Strategic Planning, Budgets, Customer Service, Sales, Strategic Financial..., Training, Account Management, Team Building, New Business Development, Business Development, Microsoft Office, Management, Small Business, Contract Management, Leadership, Social Media, Sales Management, Microsoft Excel, Business Strategy
Education
Marshall University 2003 — 2008
Bachelors, Finance, Economics
Solanco High School 1999 — 2003
Bachelor's degree, Finance, General
Four Seasons Wealth Management August 2008 - Present
PNC Investments (Unofficial) December 2006 - August 2008
Ameriprise Financial Services, Inc. August 2005 - December 2006
Education
Maryville University of Saint Louis 2008 — 2010
Master of Business Administration (MBA)
Wright State University 2000 — 2005
B.S. in Financial Services
Thomson Reuters January 2014 - Present
MN Excel Consulting August 2007 - Present
Thomson Reuters January 2012 - January 2014
United Healthcare February 2011 - January 2012
Best Vendors June 2010 - February 2011
Ameriprise Financial Services, Inc. April 2009 - June 2010
Ameriprise Financial August 2007 - March 2009
Ameriprise Financial January 2007 - March 2009
Ameriprise Financial November 2005 - January 2007
Ameriprise Financial Advisors July 2004 - November 2005
Skills
MS Office Suite, Access, Market Analysis, Services Marketing, Analytics, Financial Analysis, Business Analysis, Web 2.0, PeopleSoft CRM, Salesforce.com, Marketing Strategy, Strategy Development, Strategic Planning, Social Media, Social Media Marketing, Social Networking, Microsoft Excel, Predictive Analytics, Big Data, R, Unica, Business Objects, SQL, Direct Marketing, Microsoft Office, Program Management, Business Intelligence, Forecasting, Leadership, Marketing, Financial Modeling, Change Management, Entrepreneurship, Sales, Business Process, Finance, Analysis, Consulting, Data Analysis, CRM, Competitive Analysis, Coaching, Strategy, Management, Project Management, Process Improvement, Online Marketing, Cross-functional Team..., Business Development, Account Management
Education
University of Saint Thomas - School of Business 2006 — 2008
MBA, Marketing, Entrepreneurship
Metropolitan State University 2001 — 2004
BA, Finance, Economics, Marketing
Coventry Health Care August 2014 - Present
Coventry Health Care October 2013 - August 2014
Ameriprise Financial Services, Inc. February 2010 - October 2013
Marsh & McLennan Companies June 2007 - August 2012
Merrimack College September 2009 - December 2011
Skills
Writing, Tutoring, Microsoft Office, Public Speaking, Project Leadership, Organization, French, Entrepreneurship, Diligent, Environmental Awareness, Leadership, Marketing, Data Analysis, Research, Social Networking
Education
Merrimack College 2012 — 2013
Master of Science (M.S.), Management
Merrimack College 2008 — 2012
Bachelor of Science (B.S.), Business and French
Our Lady of Nazareth Academy 2004 — 2008
High School
Ameriprise Financial Services, Inc. January 1985 - Present
Education
Manhattan College
Bachelor of Science, Mathematics
Ameriprise Financial Services, Inc. December 2001 - Present
Education
Marquette University 1992 — 1996
Bachelor of Arts (B.A.)
Lee Hecht Harrison November 2004 - August 2015
Ameriprise Financial Services, Inc. 2003 - 2004
Right Management 1999 - 2003
Skills
Executive Coaching, Building Relationships, Networking, Career Transition..., Account Management, Leadership Development, Global Business..., Talent Acquisition, Resume Development, Career Coaching, Job Search Strategies, Change Management, Executive Search, Facilitation, M&A experience, Career Counseling, Workshop Facilitation, HR Consulting, Human Resources, Resume Writing, Recruiting, Talent Management, Employee Relations, Coaching, Management, Consulting, Outplacement, Program Management, Career Development, Organizational...
Education
Mercer University
BA, Economics & Marketing
Ameriprise Financial Services, Inc. June 1994 - Present
H&R Block Financial Advisors April 2006 - November 2008
Education
Marist College 1988 — 1992
Bachelors of Arts, Communication/Psychology
Montville High School 1984 — 1988
Ameriprise Financial Services, Inc. 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citigroup Global Markets 2005 - 2009
Wachovia Securities, LLC 1999 - 2005
First Union Capital Markets Corp. March 1999 - October 1999
Merrill Lynch, Pierce, Fenner & Smith Inc. 1989 - 1999
Education
Mercer University 1977 — 1980
Bachelor's Degree, Physics, Magna Cum Laude
Ameriprise Financial Services, Inc. May 2010 - Present
Education
Marshall University
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Capital One July 2014 - Present
UNC Kenan-Flagler 2012 - 2014
Adobe May 2013 - August 2013
Furnitureland South, Inc January 2013 - May 2013
Bestbuy Mobile for RK Management Consultants and Patni Americas November 2008 - June 2012
Ameriprise Financial Services, Inc. October 2005 - November 2008
Skills
Strategy, Analytics, Data Analysis, Leadership, Business Intelligence, Consulting, SQL, Project Planning, Project Management, Problem Solving, Teamwork, Product Management, Financial Modeling, Strategic Planning, Cross Functional Team..., Cross-functional Team..., Team Building, Excel models, Marketing, IT Strategy, Predictive Analytics, Microsoft Excel, ETL, Mergers & Acquisitions, Vendor Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Maulana Azad National Institute of Technology 2001 — 2005
Bachelor of Technology, Mechanical Engineering
Kendriya Vidyalaya, Tirupati 1989 — 1999
High School
Ameriprise Financial Services, Inc. July 2013 - Present
S&J Construction Company, Inc. May 2009 - July 2013
Credit Suisse May 2008 - July 2008
Great Lakes Volleyball Center 2005 - 2007
Skills
Organizing, Accounts Payable, Accounts Receivable, Payroll Processing, Payroll Administration, Account Reconciliation, Journal Entries, Payroll Taxes, Microsoft Excel, Microsoft Word, Quarterly Taxes, Internal Audit
Education
Manhattan College 2006 — 2008
BS, Finance
Saint John's University 2004 — 2005
Finance
Ameriprise Financial Services, Inc. April 2015 - Present
PPS / Exalog April 2013 - December 2013
Allweb / PSS / Exalog November 2010 - April 2013
CIDC July 2009 - July 2010
Hagar International July 2008 - July 2009
AllWeb July 2007 - July 2008
HAGAR July 2005 - July 2007
JMK July 2004 - July 2005
Skills
Microsoft SQL Server, MySQL, Java, C#, AJAX, Databases, Eclipse, PHP, Project Management, Linux, Team Leadership, Computer Security, Subversion, Python, PostgreSQL, MongoDB, Cash Management, Solution Selling, English, French, Management, E-commerce, Apache, XML, Visual Studio, Programming, MVC, jQuery, OOP, SharePoint, Visual Basic, Windows Server, Web Services, Spring, PHP, CodeIgniter, Banking App., Ruby on Rails, Django
Education
Maharishi University of Management 2014 — 2016
Master's Degree, MSCS
Royal University of Phnom Penh 2006 — 2008
Master, Master of Information Technology
National University of Management 2000 — 2004
Bachelor, MIS
Ameriprise Financial Services, Inc. October 2002 - Present
Education
Mahatma Gandhi University 1985 — 1988
LL.B, Labor Laws
Kerala University 1982 — 1984
M.Com, Financial Management
Indian Institute of Bankers,Bombay
CAIIB
National Grid September 2014 - Present
National Grid November 2008 - August 2014
Ameriprise Financial Services, Inc. August 2007 - December 2007
Douglas Elliman Property Management June 2006 - September 2006
Skills
Budget Monitoring, Capital Budgeting, Operating Budgets, Budget Reconciliation, Budget Process, Financial Forecasting, Forecasting, Key Performance..., Capital Projects, Revenue Analysis, NPV, Budget, Close Attention to..., Challenge Driven, Enjoy A Challenge, Learning Quickly, Oracle Applications, Oracle Reports, Hyperion Enterprise, Business Objects, Pillar, Microsoft Excel, Microstrategy, Microsoft Word, Microsoft Office, PeopleSoft, PeopleSoft Financial, People Skills, Interpersonal..., Highly detail oriented, Finance, Budgets, Account Reconciliation, Management, Analysis, Financial Modeling, Strategy, Financial Analysis, PowerPoint, Variance Analysis
Education
Marist College 2004 — 2008
Bachelor of Science, Business/Finance/Marketing/Global Studies/French, 3.48 GPA
Scuola Lorenzo de' Medici di Firenze 2006 — 2007
International Marketing and Economics, Business/Marketing/Economics, 3.8 GPA
Archbishop Molloy High School 2001 — 2004
High School, High School/Secondary Diplomas and Certificates, 3.6 GPA
TD Ameritrade November 2007 - Present
Ameriprise Financial Services, Inc. January 2005 - December 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory
Education
Marquette University 2009 — 2011
MBA, Management
University of Wisconsin-Eau Claire 2001 — 2005
BBA, Finance and Marketing
CFA Institute
CFA Level 2 candidate
Ameriprise Financial Services, Inc. March 1993 - Present
Education
Mercyhurst College 1989 — 1993
Bachelor's degree, Human Resources Development
Ameriprise Financial Services, Inc. August 2009 - Present
Burning Man Project August 2004 - Present
Southwest Securities December 2008 - August 2009
ML Stern Investment Securities May 1993 - August 2009
Sunshine Freestyle September 1991 - May 1995
Tenpro Corp. September 1989 - July 1991
Education
UC Berkeley, ext. 2011 — 2013
CFP Certificate Program, Personal Finance
Merrimack College 1985 — 1989
BS, Economics & Finance
Prep School - Kent 1980 — 1983
Ameriprise Financial Services, Inc. April 2013 - Present
Core Education & Technologies Limited June 2012 - April 2013
BJ's Wholesale Club(through UST Global Inc) August 2011 - May 2012
UST Global 2005 - May 2012
KPMG US(through UST Global Inc) June 2010 - August 2011
HEB((through UST Global Inc) 2006 - May 2010
Skills
Struts, Java Enterprise Edition, Web Services, Servlets, Hibernate, Java, J2EE, Spring, PL/SQL, JSP, Windows, Eclipse, iBatis, Oracle SQL, SOAP, SoapUI, REST, Scrum, Unix, AJAX, JSTL, JavaScript, Core Java, Retail, Workforce Management, JDBC, JMS, JNDI, DB2/SQL, Sun Application Server, IBM iSeries, Web Development, WebSphere Application..., RAD, NetBeans, ESP, Tomcat, JSF, CVS, TFS, Aldon, Rational Team Concert, Putty, Reflection, XML, JAXB, jQuery, Git, Ant, JUnit
Education
Mahatma Gandhi University 2001 — 2005
B.Tech, Electronics & Communications
Ameriprise Financial Services, Inc. February 2006 - 2014
Shield Environmental Services November 2003 - February 2006
Skills
Marketing, Financial Planning, Retirement Planning, Life Insurance
Education
Murray State University 2003 — 2005
Bachelor, Economics
Madisonville Community College 2001 — 2003
Associate in Arts Degree
West Hopkins HS
Ameriprise Financial Services, Inc. July 2004 - Present
Education
Marietta College 2000 — 2004
Bachelor’s Degree, Political Science, Cum Laude
Marietta College 2000 — 2004
Minor, Leadership Studies
New Jersey Economic Development Authority (NJEDA) September 2014 - Present
Wells Fargo Advisors June 2014 - September 2014
Bristol-Myers Squibb May 2014 - June 2014
Ameriprise Financial Services, Inc. February 2014 - May 2014
Self-Employed May 2013 - January 2014
McGraw-Hill Corporation September 1995 - April 2013
McGraw-Hill 1989 - 1995
McGraw-Hill BusinessWeek January 1980 - March 1988
Skills
Software Documentation, Adobe Acrobat, Salesforce.com, Microsoft Office, Financial Reporting, Proofreading, Finance, Process Improvement, Invoicing
Education
Mercer County Community College 2010 — 2011
Franklin High School, Somerset, NJ
Duke University Health System August 2015 - Present
Duke University Health System November 2014 - August 2015
STEPS for Recovery October 2012 - October 2014
Fitness and Recovery Medical Practice August 2011 - August 2012
St. John's Riverside Hospital June 2011 - August 2011
TEAM Enterprises January 2010 - August 2011
USI NorthEast November 2006 - February 2007
Ameriprise Financial Services, Inc. May 2006 - August 2006
Skills
Event Planning, Access, Sales, Customer Service, Management, Outlook, Microsoft Excel, Nonprofits, Hospitals, Leadership, Public Speaking, PowerPoint, Research, Microsoft Office
Education
Mercy College 2010 — 2012
Bachelor of Science (B.S.), Behavioral Science: Health Services Management
Ameriprise Financial Services, Inc. April 1995 - Present
Education
Marshall University 1987 — 1991
BBA, Business Managment
Lawson Software October 2009 - June 2011
Thomson Reuters August 2008 - October 2009
Ameriprise Financial Services, Inc. April 2006 - July 2008
Metropolitan Council of the Twin Cities May 2003 - April 2006
ConAgra Foods November 2002 - May 2003
RBC Dain Rauscher May 2000 - November 2002
Lawson Software May 1998 - May 2000
Travelers Insurance (St. Paul Companies) 1987 - 1998
Honeywell, Avionics Division May 1980 - May 1982
Skills
Financial Analysis, Forecasting, Variance Analysis, Process Improvement, Essbase, Budgets, Analysis, Cognos, Microsoft Excel, Project Planning, Great Plains Software, PowerPoint, SharePoint, Microsoft Word, Customer Service, Risk Management, Finance, SAP, Strategic Financial..., ERP, Leadership, Accounting, Management, Financial Reporting
Education
Marquette University
MBA, Finance / Marketing
University of Saint Thomas - School of Business
BA, Finance
Ameriprise Financial Services, Inc. January 1987 - Present
Education
Marquette University 1980 — 1984
BS, Bus Ad/Finance
Ameriprise Financial Services, Inc. July 2006 - Present
AXA Equitable May 2005 - July 2006
Education
Maryville University of Saint Louis 2003 — 2005
MBA, Business Administration
University of Missouri--St. Louis 2001 — 2003
BS, Business Administration and Management, General
Singular Financial, LLC November 2011 - Present
National Financial Services Group June 2009 - November 2011
Ameriprise Financial Services, Inc. February 2006 - June 2009
Skills
Retirement Planning, Long-term Care, Securities, Disability Insurance, Wealth Management, Investments, Insurance, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Risk Management, Life Insurance, Portfolio Management, Estate Planning..., Estate Planning
Education
University of Georgia - Terry College of Business 2008 — 2009
Certificant
Marshall University 2000 — 2005
B.B.A
Ameriprise Financial Services, Inc. June 2013 - Present
SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION March 2008 - June 2013
TARGET CORPORATION March 2007 - February 2008
UNIVERSITY OF MINNESOTA August 2006 - January 2007
MINNESOTA DEPARTMENT OF HOMELAND SECURITY AND EMERGENCY MANAGEMENT June 2005 - August 2005
Skills
Research, Analysis, ITIL, Project Management, System Administration, NOC, Unix Shell Scripting, Problem Management, Training, Unix, Continuous Improvement, Scrum, Integration, Perl, Disaster Recovery, High Availability..., Swift Alliance, SWIFT messaging, SharePoint, Business Analysis, HP-UX
Education
Mercyhurst College 2002 — 2006
2006 Bachelor of Arts, Intelligence Studies
Edina high school 2000 — 2002
Ameriprise Financial Services, Inc. July 1981 - Present
Education
Maryville University of Saint Louis 1975 — 1979
B.A., Business and History
Senglaub Financial Group January 2013 - Present
Victoria's Secret October 2012 - February 2013
Thale Blanc September 2012 - November 2012
Elie Tahari June 2012 - September 2012
Sergio Rossi March 2012 - May 2012
Michael Kors December 2011 - February 2012
Gap Inc. November 2011 - December 2011
Robert Half International November 2009 - June 2011
Ingersoll Rand January 2009 - November 2009
Ameriprise Financial Services, Inc. May 2008 - December 2008
Skills
Marketing, Recruiting, Sales, E-commerce, Project Management, Sourcing, Financial Analysis, Vendor Management, Microsoft Excel, Sales Management, Account Management, Budgets, Budget, Public Relations, Fashion, Merchandising, Strategic Consulting, Fashion Buying, Purchase Orders, Account Executives, Management
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science, Retail Merchandising, Marketing, French
Université Paul Valéry (Montpellier III) 2007 — 2007
French Minor, French
Catholic Memorial High School
Marquette University
Pervez & Rehman, P.C. September 2015 - Present
Murphy & Lynch P.C. August 2015 - Present
Office of the New York State Attorney General June 2015 - August 2015
Ameriprise Financial Services, Inc. September 2014 - June 2015
Cushman & Wakefield August 2011 - August 2014
Evergreen Hospital Medical Center March 2008 - March 2011
Group Health Cooperative March 2007 - January 2008
Hyatt Regence October 2004 - March 2007
Skills
Healthcare, Medical Terminology, Customer Service, Invoicing, Time Management, Telephone Skills, Marketing, Legal Research Skills, Westlaw, Outlook, Microsoft Office, Microsoft Excel, Thompson One, Morningstar, Legal Research, Microsoft Word, Research, PowerPoint, Legal Writing
Education
Maurice A. Deane School of Law at Hofstra University 2014 — 2017
Doctor of Law (JD), Business/Real Estate Law
University of Washington 2009 — 2011
Bachelor of Arts, Global Studies; Coursework include Accounting, Statistics, International Relations and Literature
Bellevue College 2004 — 2008
Associates of Arts, Sciences
Wells Fargo Home Mortgage September 2014 - Present
Verizon Enterprise Solutions March 2014 - June 2014
FICO May 2013 - November 2013
Target Corporation May 2012 - December 2012
Lowry Hill December 2011 - April 2012
Science Museum of Minnesota April 2010 - June 2011
Wells Fargo Financial March 2010 - April 2010
Ameriprise Financial Services, Inc. September 2009 - December 2009
Best Buy August 2008 - November 2008
Minnesota State Colleges and Universities October 2007 - July 2008
Skills
Strategic Planning, Business Analysis, Service Desk, IT Governance, Program Management, Requirements Analysis, ITIL, Vendor Management, Process Improvement, Change Management, Visio, Process Engineering, Mentoring, Team Building, MS Project, Customer Relations, IT Strategy, Problem Solving, Project Portfolio..., PMO, Business Requirements, Governance, Team Leadership, Project Management, Cross-functional Team..., PMP, Customer Service, Risk Management, Outsourcing, Software Documentation
Education
Metropolitan State University 1987 — 1991
B.A., Business Management
Wells Fargo May 2014 - Present
Cognizant Business Consulting March 2007 - April 2014
LPL Financial 2014 - 2014
U.S. Bank 2012 - 2014
Wells Fargo Advisors 2012 - 2012
Wells Fargo 2008 - 2012
Ameriprise Financial Services, Inc. 2007 - 2008
Citifinancial Consumer Finance India Ltd March 2006 - March 2007
VE Commercial Vehicles Limited (A Volvo Group and Eicher Motors Joint Venture) April 2004 - March 2006
Pre MBA 2002 July 2000 - June 2002
Skills
Management Consulting, Process Consulting, SDLC, Leadership, Business Analysis, IT Strategy, Strategy, Requirements Management, Gap Analysis, Global Delivery, Team Management, Business Transformation, Business Development, Pre-sales, Management, Consulting, Portfolio Management, Analysis, Marketing Management, Analytics, Digital Transformation, P&L Responsibility, Digital Channels, Business Process..., Strategic Partnerships, Competitive Assessment, Digital Strategy, Digital Marketing, Consultative Selling, Strategic Planning, Marketing Strategy, Business Strategy, Strategic Business..., Operational Execution, Electronic Payments, Competitive Analysis, Cost Benefit, Product Management, Product Marketing, Product Launch, Product Design, Start-up Ventures, Business Unit Start-up, Mobile Applications, Product Road Mapping, Start-ups
Education
Xavier Institute of Management 2002 — 2004
Master of Business Administration (MBA), Marketing, Information Systems
Mangalore University 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
Ameriprise Financial Services, Inc. March 2000 - Present
Education
Marist College 1985 — 1989
Computer Science
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - 2015
Ameriprise Financial January 2011 - 2012
Wells Fargo Investments May 2008 - January 2011
The Hartford March 2006 - October 2007
Skills
Excel, Access, Hyperion, SQL Server, VBA, Bloomberg Terminal, Bond Desk, BETA Host, Security APL, Electronic Trading, Microsoft Excel, Data Analysis, Microsoft SQL Server, Portfolio Management
Education
Metropolitan State University 2007 — 2010
Bachelor of Science, Business Administration
Professional Building Maintenance June 2009 - Present
The Museum of Russian Art December 2007 - July 2012
Ameriprise Financial Services, Inc. January 1998 - March 2007
Ameriprise Financial Services, Inc. April 1994 - January 1998
American Express Financial Services January 1991 - April 1994
IDS Financial Services January 1989 - January 1991
Skills
Vendor Management, Financial Services, Strategic Planning, Relationship Management, Process Improvement, Customer Service, Microsoft Office, Research, Event Planning, Leadership, Microsoft Excel, Workshop Facilitation, Requirements Gathering, Data Analysis, Program Management, Business Analysis, Needs Analysis, Change Management, Cross-functional Team..., Social Media, Financial Reporting, CRM, Management, Marketing, Marketing Communications, Sales, Team Leadership, Budgets, Training
Education
Metropolitan State University 2007 — 2009
Bachelor of Arts, Psychology of Education and Technology - Graduated with Honors, GPA: 3.94
University of Minnesota-Twin Cities 1979 — 1984
College of Education, Psychology & Education
Caledonia High School 1966 — 1979
Diploma, Basic
Ameriprise Financial Services, Inc. December 2014 - Present
RBC Wealth Management May 2014 - December 2014
Cargill March 2014 - May 2014
3M February 2014 - March 2014
Open Systems International Inc. April 2012 - February 2014
TRW August 2011 - April 2012
University of Minnesota December 2010 - May 2011
University of Minnesota September 2007 - May 2011
The Coca-Cola Company CPC Intersect December 2009 - May 2010
Skills
Project Management, Strategy, Cross-functional Team..., Leadership, Creative Problem Solving, Consulting, Business Strategy, Corporate Strategy..., Business Process..., People Management, Team Leadership, Organizational..., Client Relationship..., Project Portfolio..., Risk Management, Marketing, PowerPoint, Program Management, Analytics
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management and Investment Banking Focus
Metropolitan State University 2013 — 2013
Master of Management Information Systems, 4.0/4.0
University of Minnesota-Twin Cities 2006 — 2011
B.E.E, Electrical Engineering
Kobie Marketing September 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - September 2015
Target February 2014 - March 2015
Target March 2013 - February 2014
TSYS May 2000 - November 2010
Skills
Management, CRM, Leadership, SDLC, Marketing, Process Improvement, Program Management, Project Management, Financial Services
Education
Troy University 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Maranatha Baptist University 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2015 - Present
Santander Bank, N.A. March 2013 - July 2015
Education
Mercer County College
Bachelor's degree, Accounting and Finance
Ameriprise Financial Services, Inc. November 2014 - Present
Chicago North Shore Limousine Group May 2014 - Present
Mercy Health System 2007 - December 2014
Stingerz Bar and Grill August 2012 - January 2014
Skills
Social Media, Marketing, Social Media Marketing, Customer Service, Marketing Communications, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Team Leadership, Advertising, Process Scheduler, Sales, Management, Social Networking, Time Management, Leadership
Education
Columbia College 2011 — 2014
Bachelor of Science (BS), Business Administration with a major in Marketing
McHenry County College
Associate of Arts (AA)
TREND enterprises, Inc. 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - August 2012
J. J. Keller & Associates, Inc. August 2003 - January 2010
Townsend Agency September 2000 - August 2001
The Pampered Chef January 1998 - August 2000
National Data Services July 1995 - January 1998
Skills
Social Media, Marketing, Strategic Thinking, Video, Copywriting, Marketing Communications, Newsletters, Email Marketing, Integrated Marketing, Advertising, Web Content, Direct Marketing, Direct Mail, Interactive Marketing, Corporate Communications, Facebook, Brochures, Editing, Press Releases, Art Direction, Proofreading, Layout, B2B
Education
Marquette University 1991 — 1994
B.A., English, Writing Intensive
Marquette University
Bachelor of Arts (B.A.), English Writing Intensive with a minor in Psychology
Ameriprise Financial Services, Inc. June 2011 - Present
ATK June 2007 - August 2010
Gander Mountain September 2003 - June 2006
Education
Metropolitan State University 2008 — 2010
Bachelor of Science (BS), Finance, General
Ameriprise Financial Services, Inc. September 2006 - Present
Education
Marist College
BS, Business Management
Ameriprise Financial Services, Inc. 1996 - Present
Education
Medaille College
M.B.A., financial planning
State University of New York College at Buffalo
B.S., financial economics
Jewelers Mutual Insurance Company November 2010 - July 2012
Jewelers Mutual Insurance Company May 2007 - November 2010
Ameriprise Financial Services, Inc. August 2005 - May 2007
Education
University of Wisconsin Law School 2012 — 2014
Doctor of Law (J.D.)
Marquette University Law School 2010 — 2012
University of Wisconsin-Eau Claire 2001 — 2005
BA
Ameriprise Financial Services, Inc. September 2012 - Present
Financial Advisor Axa Equitable November 2011 - September 2012
Questar III May 2008 - June 2010
Osram Sylvania July 2006 - April 2008
Education
Marist College 2002 — 2004
B.S., Business
Arlington Highschool
Ameriprise Financial Services, Inc. February 2014 - Present
Self Employed May 2003 - Present
Equity Residential May 2013 - November 2013
Washington Nationals March 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Youngstown State University 2006 — 2008
Bachelor of Science (BS), Vocal Performance
Mercyhurst College 2003 — 2006
Bachelor of Science (BS), Vocal Performance
Ameriprise Financial Services, Inc. January 2015 - May 2015
CDI LLC June 2014 - August 2014
Theatrical Teamsters Union April 2012 - 2014
Thorpe Village June 2013 - August 2013
Skills
Microsoft Office, Digital Media, Social Media Marketing, Social Media, Email Marketing, Marketing Communications, Social Networking, Team-oriented, Business Intelligence, Time Management, Digital Marketing, Critical Thinking, Creativity, Brand Development, Leadership, Team Leadership, Teamwork, Listening to customers, Customer Service, Strategic Planning
Education
Marist College 2011 — 2015
Bachelor of Arts, Communication and the Arts; Communication; advertising
Istituto Lorenzo de' Medici 2013 — 2013
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investments July 1998 - January 2009
New York Life Insurance Company December 1989 - June 1998
Education
Merrimack College 1981 — 1985
Business Administration
Scituate High School 1977 — 1981
Ameriprise Financial Services, Inc. January 2014 - Present
Ernst & Young October 2008 - January 2014
The Honorable Tony N. Leung January 2008 - May 2008
Law Office of James P. Young February 2006 - May 2007
McCormick Law Office August 2004 - August 2005
Skills
Due Diligence, Tax, Analysis, Restructuring, Training, Research
Education
William Mitchell College of Law 2005 — 2008
Juris Doctor, Law
Marquette University 2001 — 2005
Business Administration, Accounting, Political Science
DS Electric of the Hudson Valley March 2015 - Present
JSA Financial Group November 2005 - September 2014
FDR Girls Soccer 2012 - 2013
Ameriprise Financial Services, Inc. October 1996 - November 2005
Skills
Financial Services..., Knowledge of multiple..., Strategic Financial..., Retirement Planning, Management, Finance, Financial Services, Financial Analysis
Education
Marist College 1985 — 1989
BS, Business / Finance
Roy C Ketcham High School 1982 — 1985
Health Quest June 2015 - Present
Marist College January 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - December 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Social Networking, Facebook, Customer Service, Research, Leadership, Editing, Microsoft Office, Twitter, Management, Teamwork, Event Planning, Time Management, Social Media Marketing
Education
Marist College 2012 — 2015
Public Relations/Integrated Marketing, Business
Harborfields High School 2008 — 2012
Advanced Regents Diploma
Wells Fargo January 2015 - Present
Xcel Energy May 2014 - January 2015
Xcel Energy 2013 - 2014
Wells Fargo May 2012 - November 2013
Ameriprise Financial Services, Inc. February 2011 - March 2012
Wells Fargo August 2009 - September 2011
Wells Fargo Home Mortgage May 2003 - January 2008
Skills
Training, Process Improvement, Visio, Resource Management, Business Analysis, Change Management, Software Documentation, PMO, Vendor Management, Budgeting, Analysis, SharePoint, Project Management, SDLC, Budgets, Business Process, Business Requirements, Business Process..., Documentation, Compliance, Integration, Quality Assurance, Project Portfolio..., Clarity, Project Coordination, Agile Project Management, Project Planning, Risk Management, Agile Methodologies, MS Project, Requirements Gathering, Planning, Change, Financial Analysis
Education
Metropolitan State University
BA, Training and Human Development
Cato Corporation April 2013 - Present
Ultra Pink July 2012 - April 2013
Donna Karan February 2011 - May 2011
Ann Taylor LOFT June 2009 - May 2011
Ameriprise Financial Services, Inc. May 2010 - August 2010
Skills
Merchandising, Retail, Apparel, Styling, Facebook, Social Media, PowerPoint, Social Networking, Microsoft Excel, Microsoft Office, Management
Education
Marist College 2007 — 2011
Bachelor of Science, Marketing
Robert Half Finance & Accounting September 2012 - Present
Urban Strategies, Inc December 2007 - May 2012
UnitedHealth Group January 2007 - December 2007
Ameriprise Financial Services, Inc. April 2004 - January 2007
Skills
Accounting, Auditing, Accounts Receivable, Account Reconciliation, Accounts Payable, QuickBooks, Variance Analysis, Project Management, Cost Accounting, Timberline Accounting, Great Plains Software, Microsoft Dynamics, Month End Close, General Ledger, Bank Reconciliation, Expense Reports, Client Billing, Federal Grants..., Deltek, Sage Timberline Office, MIP, Non-profit..., Health Insurance, Grant Monitoring, Administrative Office..., Customer Support, Journal Entries, Chart of Accounts, Network Contracting, 10 Key, Microsoft Exchange, Microsoft Office, PeopleSoft, Microsoft Excel
Education
Maryville University of Saint Louis 2002 — 2004
Bachelor of Science (BS), Accounting
Saint Charles Community College 2004 — 2005
Associate's degree, Accounting
SauQuest June 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - June 2012
Ameriprise Financial Services, Inc. December 2010 - June 2011
BI Worldwide Limited September 2010 - December 2010
Walt Disney Internet Group August 2008 - February 2009
Internet Broadcasting July 2006 - August 2008
Skills
JavaScript, HTML5, ExpressJS, AngularJS, node.js, css, MVC, Backbone.js, MongoDB, TDD, Information Architecture, User Experience, CMS, MySQL, XSLT, PhoneGap, jQuery, Web Development, Git, CSS, HTML 5, User Interface Design, Test Driven Development
Education
Metropolitan State University 2000 — 2005
Bachelor of Science, Computer Science
Wells Fargo Corporate Trust Services April 2015 - Present
Randstad September 2014 - Present
Walgreens September 2013 - September 2014
Wells Fargo Home Mortgage October 2012 - September 2013
Randstad May 2012 - October 2012
Mutual of Omaha January 2012 - April 2012
Ameriprise Financial Services, Inc. July 2010 - November 2011
Skills
Finance, Investments, Risk Management, Insurance, Portfolio Management, Mergers & Acquisitions, Mortgage Lending, Series 7, Financial Analysis, Customer Service, Microsoft Excel, Sales, Leadership, Analysis, Financial Modeling, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Social Media, Loans
Education
Marquette University 2005 — 2009
Bachelor's Degree, Finance
Mind Over Mayo Wellness Coaching December 2014 - Present
Ameriprise Financial Services, Inc. October 1997 - Present
Skills
Mutual Funds, Financial Services, Relationship Management, Investments, Series 7, Finance, Alternative Investments, Marketing Communications, Strategic Financial..., Marketing Strategy, Retirement Planning, Wealth Management, Marketing, Asset Allocation, Project Management, Competitive Analysis, Securities, Email Marketing, Strategic Planning, Strategy, Retirement, Motivational..., Wellness Coaching, Self-regulation, Self-care, Goal Setting, Personal Training, Wellness, Digital Marketing, Healthy Lifestyles, Health Management, Financial Planning
Education
Mayo School of Health Sciences 2014 — 2014
Certified Wellness Coach, Wellness Coach Training Program, A
University of Wisconsin-River Falls 1992 — 1997
Bachelor of Science (B.S.), Journalism
Park High
Ameriprise Financial Services, Inc. March 1986 - Present
Education
Marquette University
BBA, Finance
Ameriprise Financial Services, Inc. May 2015 - Present
Target January 2014 - May 2015
Target June 2011 - January 2014
Target June 2008 - June 2011
Ameriprise Financial Services, Inc. January 2002 - June 2008
American Express January 1997 - January 2002
American Express January 1985 - January 1997
Skills
Process Improvement, Leadership, Management, Team Leadership, Business Analysis, Integration, Customer Service, Business Process, Project Management, Operations Management, Business Systems, Change Management, Problem Solving, Microsoft Excel, Retail, Analysis, Cross-functional..., Training, Consulting, SAP ERP Period Close..., Qualified Retirement..., Sales, Technical Support, Teamwork, Visio
Education
Metropolitan State University 2003 — 2008
Bachelor's Degree, Business Administration, Marketing Minor
University of St. Thomas
Mini MBA Marketing - Expected Completion December
Yukon Partners November 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - November 2011
PwC October 2007 - March 2011
Baker Tilly Virchow Krause, LLP January 2006 - August 2006
Skills
Accounting, CPA, Financial Analysis, Management, Process Improvement, Private Equity, Mezzanine, LBO, Financial Modeling, Valuation, Mergers & Acquisitions, Financial Accounting, Financial Reporting, Internal Controls, Auditing, Investment Banking, Strategic Financial..., Due Diligence, Investments, Business Valuation, Finance, Corporate Finance
Education
Marquette University 2002 — 2007
Bachelor of Science (BS), Accounting & Marketing
Wolters Kluwer Financial Services September 2014 - Present
Wolters Kluwer February 2009 - September 2014
Ameriprise Financial Services, Inc. October 2005 - February 2009
Ameriprise Financial Services, Inc. March 2004 - October 2005
Ameriprise Financial Services, Inc. January 2004 - March 2004
Charter Communications June 2002 - December 2003
Charter Communications May 2000 - June 2002
Skills
Business Analysis, Project Coordination, Requirements Gathering, Business Process..., CSS, SDLC, User Acceptance Testing, Quality Assurance, Analysis, Software Implementation, Consultative Services, SWOT analysis, Requirements Analysis, Financial Services, Business Process Mapping, Use Case Analysis, Agile Methodologies, Technical Documentation, Software Quality..., PHP, XHTML, SQL, JavaScript, XML, XPath, Java, VBA, SharePoint
Education
University of Saint Thomas 2011 — 2013
Master of Business Administration
Metropolitan State University 2005 — 2007
BA, Computer Information Systems
The Wine Enthusiast November 2012 - August 2013
The Allied Group May 2008 - July 2012
Ameriprise Financial Services, Inc. January 1999 - January 2007
Skills
Sales Support, Customer Relations, Microsoft Office, Inventory Management, Customer Service, Sales Operations, CRM, Sales, Human Resources
Education
Mercy College
Boston Scientific May 2015 - Present
Allina Health June 2010 - April 2015
Society for Technical Communication August 2006 - March 2012
Dashe & Thomson March 2010 - June 2010
CSWrites, LLC September 2009 - June 2010
Ameriprise Financial Services, Inc. September 2009 - October 2009
PHS January 2005 - September 2009
Hennepin Country December 2001 - January 2005
WebMD 1999 - 2001
Skills
Technical Writing, Instructional Design, Captivate, Software Documentation, SnagIt, Training, Visio, Learning Management..., Online Help, Adobe Acrobat, Content Development, Technical Communication, Dreamweaver, E-Learning, Instructor-led Training, ADDIE, Blended Learning, Learning Management, Needs Analysis, Technical Training, Employee Training, Content Management, Technical Documentation, FrameMaker, Moodle, Manuals, RoboHelp, Hands-on Training, Newsletters, Training Delivery
Education
Metropolitan State University
Bachelor of Arts, Writing, Training & Development
Tata Consultancy Services May 2005 - Present
Ameriprise Financial Services, Inc. October 2014 - March 2015
Prudential Healthcare UK June 2013 - September 2014
Ameriprise Financial Services, Inc. May 2009 - December 2011
Allianz Insurance May 2008 - May 2009
Skills
Requirements Analysis, PL/SQL, SDLC, SQL, Agile Methodologies, Software Project..., Oracle, Business Analysis, Requirements Gathering, Life Insurance, Healthcare Information..., Fixed Annuities, Variable Annuities, General Insurance
Education
Mahatma Gandhi University 2000 — 2004
Engineer’s Degree, Electronics and Communications Engineering, Distinction
Ameriprise Financial Services, Inc. January 2015 - Present
Rust Consulting November 2013 - May 2014
MNsure February 2013 - September 2013
Delta Air Lines June 2012 - December 2012
Blue Cross Blue Shield of Minnesota August 2011 - February 2012
Target March 2011 - July 2011
Blue Cross Blue Shield of Minnesota June 2010 - March 2011
Wells Fargo August 2009 - May 2010
Hennepin County December 2006 - August 2009
Ameriprise Financial Services, Inc. June 2004 - December 2006
Skills
Business Process, PMO, Requirements Gathering, Leadership, SQL, SharePoint, Integration, Project Management, MS Project, Risk Management, Budgets, Vendor Management, Requirements Analysis, Business Analysis, SDLC, PMP, Business Process..., Project Portfolio...
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Finance
Brainerd Senior High
Marquette University
BS, Business Administration
Silicon Valley Bank September 2013 - Present
HSBC Bank USA May 2012 - August 2013
Ameriprise Financial Services, Inc. May 2009 - May 2012
Anglo Irish Bank August 2003 - April 2009
Bank of Ireland May 2001 - July 2003
Skills
Banking, FX Options, Risk Management, Capital Markets, Portfolio Management, Commercial Banking
Education
Queen's University Belfast 1999 — 2000
MSc Finance
National University of Ireland, Maynooth 1996 — 1999
B.A. Finance & Economics(Double Honours)
Beech Hill College 1991 — 1996
Freightquote June 2013 - Present
TMNG Global June 2006 - October 2012
Ameriprise Financial Services, Inc. May 2004 - December 2005
Iowa Funding Corporation June 2003 - May 2004
Skills
Microsoft Excel, Microsoft Word, TeamSite Content..., GroupMail Mass..., Training, Marketing, Analysis, Telecommunications, Management, Requirements Analysis, Business Analysis, Financial Analysis, Human Resources, Process Improvement
Education
Marquette University 1999 — 2003
Bachelor's degree, Finance and Information Technology
Old Republic Title September 2012 - Present
Financial Industry Technology Services September 2008 - August 2012
Wells Fargo April 2012 - July 2012
Ameriprise Financial Services, Inc. May 2011 - March 2012
Wells Fargo September 2008 - December 2010
US Bank January 2005 - November 2006
US Bank 1997 - 2006
US Bank 1997 - 2006
US Bank April 2003 - December 2004
US Bank January 2002 - March 2003
Skills
Banking, Risk Management, Financial Analysis, Credit, Process Improvement, Analytics, Business Analysis, Loans, Credit Analysis, Analysis, Data Analysis, Financial Services, Project Management, Requirements Gathering, Software Documentation, SDLC, Visio, User Acceptance Testing, PMO
Education
Metropolitan State University 2003 — 2007
Masters, Management Information Systems
The University of Kansas 1992 — 1997
BA, Political Science
FITS Inc. January 2005 - Present
Thomson Reuters BETA Systems September 2012 - January 2013
Thomson Reuters BETA Systems August 2009 - September 2012
Thomson Reuters BETA Systems September 2008 - July 2009
Ameriprise Financial Services, Inc. January 2007 - December 2007
Broadridge Financial Solutions April 2005 - January 2007
Faegre & Benson LLP January 2005 - March 2005
Thomson Reuters BETA Systems July 1997 - December 2004
Strong Capital Management 1996 - 1997
Skills
Financial Services, Business Analysis, Mutual Funds, Back Office, Fixed Income, Securities, Software Documentation, Analysis, MS Project, SDLC, Equities, Series 7, Process Improvement, Data Analysis, User Acceptance Testing, Trading Systems, Testing, Requirements Gathering, Data Conversion
Education
Marquette University 1993 — 1997
Bachelor of Science (B.S.), Finance
Maximus, Inc. April 2014 - Present
Total Domain Data Group April 2013 - June 2013
Senior Whole Health 2012 - 2013
Public Consulting Group December 2011 - November 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Bank of America 2009 - 2010
Compliance Technologies International, LLP 2008 - 2009
State Street Global Advisors 2006 - 2007
Thomson Financial 2005 - 2005
NetNumina 2003 - 2004
Skills
SDLC, Business Intelligence, SQL, Testing, Risk Management, Software Development, Quality Assurance, SharePoint, Unix, User Acceptance Testing, Project Management, Fixed Income, Data Warehousing, Oracle, Agile Methodologies, Financial Services, Business Analysis, Visio, Analysis, Business Strategy, Change Management, PMO, Strategy, Software Documentation, Start-ups, Databases, Vendor Management, Requirements Gathering, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
Masters, Business
Northeastern University 1979 — 1982
Bachelor of Science, Accounting and Finance
Home November 2008 - Present
Vietta 2012 - 2012
Ameriprise Financial Services, Inc. January 2007 - January 2008
Pergrine Capital Vietnam 1996 - 1997
Goldman Sachs 1985 - 1989
John Hancock Life Insurance Company (U.S.A.) 1978 - 1983
Skills
Trading, Financial Markets, Securities, Series 7, Stocks, Mutual Funds, ETFs, Wealth Management, Customer Relations, Financial Planning, Business Strategy, Business Planning, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
MBA, Finance and MIS
Wellesley College 1974 — 1978
BA, Economics
EY May 2015 - Present
PwC July 2014 - May 2015
Horizon Blue Cross Blue Shield of New Jersey (From Amerindia Technologies Inc) August 2012 - July 2014
AmerIndia Technologies Inc March 2012 - July 2014
Credit Suisse July 2011 - March 2012
Accenture Services Pvt Ltd September 2008 - August 2011
Combined Insurance December 2010 - April 2011
Advance Auto Parts April 2010 - December 2010
Ericsson September 2008 - January 2010
Ameriprise Financial Services, Inc. August 2007 - August 2008
Skills
Tivoli Identity Manager, Identity Management, Tivoli Access Manager, Requirements Analysis, Tivoli Directory Server, Information Security, Security, IAM, SailPoint identity IQ, Security Architecture..., Siteminder, Pre-sales, CEH, SSO, Database Security, ITIL v3 Foundations..., Tivoli Directory..., Federated Identity..., IT Security Assessments, Enterprise Security, IDM, Application Security, SDLC, Hitachi ID Identity..., Hitachi ID Password..., Integration, Solution Architecture, Enterprise Software, Consulting, Databases, Business Continuity, Management, Enterprise Architecture
Education
ITIL Foundation 2009 — 2009
ITIL V3 Foundation, ITIL v3 Certified
Periyar University 2000 — 2005
M.S, Software Science
Mahatma Gandhi University 1998 — 2000
Pre-Degree, Physics, Chemistry, Mathematics
St Thomas College, Kozhencherry 1998 — 2000
Pre-degree, Pre-degree First Group
AMM Higher Secondary school
10th
CCO Investments April 2011 - Present
Waddell & Reed September 2009 - April 2011
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial Services, Inc. September 2004 - September 2007
Ameriprise Financial Services, Inc. December 2002 - September 2004
Massachusetts Army National Guard 1994 - 2001
Skills
Leadership, Social Networking, Retirement Planning, Strategic Financial..., Management, Series 7, Investments, Insurance, Financial Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Ameriprise Financial April 2008 - January 2011
Edward Jones September 2007 - April 2008
Ameriprise Financial June 2006 - September 2007
Education
Marquette University 1997 — 2001
Business, Finanace and Marketing
eagan highschool
Inkelaar Law, LLC May 2014 - Present
Applied Underwriters December 2013 - April 2014
U.S. Department of Justice September 2013 - November 2013
Allstate August 2005 - September 2013
Ameriprise Financial Services, Inc. December 2004 - June 2005
Skills
Insurance, Property & Casualty..., Customer Service, Sales, Team Building, Account Management, Marketing, Sales Management, Customer Satisfaction, Leadership, Microsoft Office, Strategic Planning, Microsoft Excel, Coaching, New Business Development, PowerPoint, Time Management, Public Speaking, Training, Microsoft Word
Education
Metropolitan Community College 2011 — 2013
Accelerated Certificate, Paralegal Studies
Washington University in St. Louis School of Medicine 2002 — 2004
Program in Physical Therapy
University of Kansas 1996 — 2000
Bachelor of Science, Education (B.S.Ed.), Sport Science
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial 2007 - September 2011
RBC 2004 - 2007
RBC 2002 - 2004
RBC Dain Rauscher Inc January 2000 - January 2002
RBC Dain Rauscher Inc January 1999 - January 2000
Skills
Strategic Communications, Marketing Strategy, Internal Communications, Strategy, Newsletters, Corporate Communications, Leadership
Education
Marquette University
BA, Writing Intensive English
University of Notre Dame
MFA, Creative Writing
Ameriprise Financial Services, Inc. 1985 - Present
Ameriprise Financial Services, Inc. 1985 - Present
Education
Manhattan College 1971 — 1975
BA, MA, Liberal Arts
Salesian HS
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. September 1996 - March 2013
Skills
Leadership, Management, Financial Advisory, Financial Planning, Series 7, Strategic Planning, Strategic Communications, Marketing, Event Planning, Operations Management, Business Planning, Team Building, Recruiting, Staff Development, Staff Training, Staff Retention, Customer Service, Coaching, Human Resources, Time Management
Education
Marymount University
Master of Science, Business Technologies
Virginia Tech
Bachelor of Arts, Political Science
Ameriprise Financial Services, Inc. January 2015 - Present
Village of Hempstead June 2012 - December 2014
Credit Suisse August 2005 - May 2010
Calyon October 2004 - July 2005
Credit Suisse First Boston August 1998 - December 2002
Han Padron Associates 1995 - 1996
Vollmer Associates 1994 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
The Cooper Union for the Advancement of Science and Art
Master of Engineering (MEng), Civil Engineering
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering (BEng), Civil Engineering
Ameriprise Financial Services, Inc. May 2006 - Present
Wachovia Securities Financial Network January 2004 - May 2006
Sanford C. Bernstein February 2002 - January 2004
Education
Marist College 1993 — 1997
Bachelors
Tri-County Technical College August 2007 - April 2009
Ameriprise Financial Services, Inc. 1999 - 2009
Saturn Corp GM 1988 - 2006
Inland Fisher Guide Division - General Motors March 1979 - November 1988
Education
Tri-County Technical College 2007 — 2009
Associate, Engineering Graphics
Mercer County Community College 1976 — 1994
math
Columbia State Community College 1992 — 1992
Computer Language
Mercer County Community College 1976 — 1982
Tool and Die Theory, Engineering
Rider University 1975 — 1976
Math Education
IFC - International Finance Corporation (The World Bank Group) April 2012 - Present
IFC - International Finance Corporation July 2010 - June 2012
IFC - International Finance Corporation August 2008 - June 2010
Ameriprise Financial Services, Inc. April 2006 - June 2008
MAN Diesel & Turbo September 2005 - April 2006
MAN Diesel & Turbo May 2004 - August 2005
Lehman Brothers December 2002 - April 2004
Skills
Requirements Analysis, Software Project..., Project Management, Project Planning, SDLC, Cross-functional Team..., Management, Project Portfolio..., IT Strategy, PMP, Business Intelligence, Business Analysis
Education
Manipal University 1998 — 2002
Bachelor of Engineering, Computer Science
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial August 2006 - July 2015
Deluxe Corporation 1999 - 2006
Pentafour Software 1996 - 1999
Skills
Enterprise Architecture, Integration, Business Intelligence, SDLC, Solution Architecture, Architecture, Data Warehousing, Salesforce.com, Agile Methodologies, Architectures, Data Integration, Requirements Analysis, Software Development, Data Modeling, Software Project..., SOA, Business Analysis
Education
Mangalore University 1992 — 1996
BE, Electrical & Electronics Engineering
Mangalore University 1992 — 1996
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Mercedes-Benz Financial Services USA LLC October 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - July 2012
Cognizant Technology Solutions August 2009 - June 2012
Thrivent Financial for Lutherans August 2009 - December 2011
Ford Motor Company June 2007 - July 2009
General Motors June 2006 - June 2007
DaimlerChrysler March 2001 - June 2007
Logic Soft Pvt. Ltd. June 2000 - February 2001
L&T Infotech February 1999 - June 2000
Pentafour Communications June 1998 - February 1999
Skills
Program Management, Project Execution, Software Development, Automotive, Problem Solving, Software Project..., Portfolio Management, Java, Change Management, Agile Project Management, Management, PMP, Integration, Requirements Analysis, SDLC, PMO, Project Management, Vendor Management, Business Analysis, IT Strategy, Project Portfolio..., Resource Management, CRM, Leadership, Outsourcing, Information Technology, Requirements Gathering, Call Center Technology, Visio, IT Management, Business Process, Enterprise Architecture, Process Improvement
Education
Madurai Kamaraj University 1996 — 1999
MCA, Master of Computer Applications
University of Madras 1993 — 1996
Bachelor's, Science
APTECH 1990 — 1993
Hr. Diploma in Software Engineering, Diploma Program
Ameriprise Financial Services, Inc. November 2010 - June 2012
Putnam Investments July 2003 - February 2009
Skills
Business Analysis, Access, Fixed Income, Excel, SQL, Data Analysis, Financial Analysis, Analysis, Lotus Notes, Investments, Requirements Analysis, Vendor Management, Equities, PowerPoint, Business Process..., Business Process, Word, Documentation, Microsoft Office, GoldenSource, Eagle PACE, Financial Services, Microsoft Excel
Education
Suffolk University
MBA, Finance
Merrimack College
BS, Finance
Smeralova
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - September 2014
Republican Party of Minnesota November 2009 - April 2013
Paul Kohls for Governor August 2009 - October 2009
Minnesota Congressional Office June 2009 - August 2009
Minnesota Council of Nonprofits June 2009 - August 2009
Milwaukee Public Schools February 2009 - May 2009
Christ Orphanage, Hohoe, Ghana, West Africa September 2008 - November 2008
Pettit National Ice Center June 2008 - August 2008
The Warrior August 2007 - May 2008
Education
Marquette University 2004 — 2008
BA, Journalism, Political Science with an emphasis on global politics
Ameriprise Financial Services, Inc. January 1982 - Present
Education
Maryville College
Bachelor of Arts
Zacks Investment Research January 2014 - Present
Navisis Financial December 2010 - January 2014
Harris Investor Services June 2008 - December 2010
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Equities, Financial Advisory
Education
Marquette University 2002 — 2005
BS, Applied Mathematical Economics
Ameriprise Financial Services, Inc. September 2001 - Present
Cap Gemini Ernst & Young July 1994 - March 2001
Bank One, Texas September 1990 - July 1994
EDS July 1988 - August 1990
MTech 1978 - 1988
Education
The University of Dallas 1977 — 1979
MBA, Business
Midwestern State University 1966 — 1969
psychology, math
McMurry University 1965 — 1966
chemistry
Ameriprise Financial Services, Inc. May 2007 - Present
Ameriprise Financial May 2008 - February 2010
Noyces February 2003 - January 2007
Amory Casting July 1994 - September 2001
Skills
Onboarding, Series 7, Insurance, Series 63, Process Improvement, Leadership
Education
Massachusetts College of Art and Design 1989 — 1994
BFA
Northeastern University 1984 — 1989
United Nations July 2011 - Present
Accenture November 2007 - November 2008
Ameriprise Financial Services, Inc. March 2006 - November 2007
Ameriprise Financial Services, Inc. January 2000 - January 2006
American Express - AEB (American Express Bank) July 1999 - January 2000
Medecins Sans Frontieres/Belgique (Doctors Without Borders/International) July 1994 - September 1997
Skills
Visio, Business Analysis, Analysis, Software Documentation, Requirements Analysis, Business Process, Project Management, Data Analysis, Financial Reporting, Management, Leadership, Requirements Gathering, Accounting, Training, Team Leadership, Databases, Recruiting, Strategic Planning, SQL, Cross-functional Team..., Team Building, Time Management, Program Management
Education
ESI International in Partnership with “The George Washington University”
Certificate, "How to Gather and Document User Requirements"
Metropolitan State University
B.S., Management Information Systems
University of Phoenix
Masters degree, Information Systems
Morgan Stanley January 2009 - Present
Dexia Credit Local May 2007 - August 2008
Ameriprise Financial Services, Inc. January 2008 - May 2008
Skills
Capital Markets, Fixed Income, Bloomberg, Investment Banking, Financial Modeling, Equities, Valuation, Derivatives, LBO, Hedge Funds, High Yield, Corporate Finance, Private Equity, Series 63, Bonds, Leveraged Finance
Education
Marist College
B.S., Finance & Economics
Vermillion State Bank June 2014 - Present
CBIZ January 2013 - June 2014
Payroll Control Systems December 2007 - December 2012
Ameriprise Financial Services, Inc. October 2006 - December 2007
Piper Jaffray October 2004 - September 2006
Piper Jaffray March 2002 - October 2004
Skills
Payroll Processing, Payroll, General Ledger, Customer Service, Human Resources, Microsoft Office, Accounts Payable, Sales, Analysis, Finance, Training, Process Improvement, Account Management, Microsoft Excel, Employee Relations, Time Management
Education
University of St. Thomas 1999 — 2001
Bachelor of Science (BS), Business Administration - Finance
Marquette University 1999 — 1999
Business Administration
University of Minnesota-Duluth 1996 — 1998
Educational Testing Service (ETS) February 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - February 2015
Wells Fargo September 2012 - August 2014
Citizens Bank January 2009 - December 2011
Freddie Mac January 2007 - December 2008
Skills
SDLC, Business Requirements, Microsoft Office, Gap Analysis, Business Process, JAD, Requirements Gathering, Microsoft SQL Server, User Acceptance Testing, Full SDLC, Rapid Prototyping, UML, Waterfall, Microsoft Excel, Data Warehousing, SharePoint, Requirements Analysis, Scrum, Test Cases, UML Tools, User Interface Design, Data Mining, Financial Modeling, Mortgage Banking, Retail Banking, Test Scripts, User Manual Development, Agile Project Management, Agile Version one, Compliance, BRD, FRD, SRS, FDD, Quality Center, MS Project, Capital Markets, Mortgage Lending, Securities Regulation, Bonds, Government Bonds, HP Quality Center, Visio, Business Analysis
Education
Monmouth University 2002 — 2004
Master of Business Administration (MBA), Project Management, 3.5
New Jersey Institute of Technology 2000 — 2002
Computer Science, 3.6
Mercer County Community College 1999 — 2000
Computer Science
TIAA-CREF March 2014 - Present
Allstate Financial November 2012 - November 2013
Fidelity Investments March 2010 - January 2011
Fidelity Investments September 2007 - March 2010
Allstate January 2006 - August 2007
Ameriprise Financial Services, Inc. January 1999 - January 2006
Skills
Creative Writing, Sales, Superior Client Service, Marketing
Education
Messiah College
B.A, Business Administration
Ross & Associates Construction Services April 2008 - Present
AllianceBernstein February 2007 - April 2008
Ameriprise Financial Services, Inc. August 2006 - December 2006
Massey Knakal Realty Services September 2005 - March 2006
Skills
Construction, Construction Management, Contract Management, Contract Negotiation, Customer Service, Microsoft Excel, Microsoft Office, Project Management, Project Planning
Education
NYU 2008 — 2008
Manhattan College 2002 — 2006
Ameriprise Financial Services, Inc. January 2012 - Present
Oppenheimer & Co. December 2010 - December 2011
Morgan Stanley Smith Barney (formerly Smith Barney) 2006 - 2010
Wells Fargo (formerly Prudential Securities) 1990 - 2006
Merrill Lynch 1983 - 1990
Skills
Retirement, Wealth Management, Relationship Management, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Series 63, Securities, Retirement Planning, 401k, Investments, Asset Management, Asset Allocation
Education
Securities Industry Institute/ Wharton 2000 — 2003
University of Illinois at Urbana-Champaign - College of Business/MBA 1981 — 1983
MBA
Marquette University 1977 — 1981
Bachelor, Business
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial Advisors October 1998 - October 2008
Education
Marquette University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. January 2002 - Present
McPherson KS June 1987 - April 2001
Education
McPherson College 1982 — 1984
Consolidated School District 158 December 2008 - Present
Heritage Woods September 2011 - May 2013
Ameriprise Financial Services, Inc. March 1998 - March 2003
Skills
Customer Service
Education
McHenry County College 2013 — 2014
Constellation August 2013 - Present
Constellation June 2010 - August 2013
Constellation June 2005 - June 2010
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Analytical Skills, Management, Microsoft Excel, Team Leadership, Analysis, Data Analysis, Risk Management, Financial Analysis, Leadership, Forecasting, Process Improvement, Training, Business Analysis, Budgets
Education
Marquette University 2001 — 2003
Graduate study, Applied Economics
Ripon College 1995 — 1999
Bachelor's degree, Business Management
Dynamic Ideas Financial LLC July 2013 - Present
Alpha Dynamics LLC July 2011 - Present
Dynamic Ideas LLC July 2010 - Present
Ameriprise Financial Services, Inc. January 2002 - June 2010
Dynamic Ideas, LLC January 1997 - December 2001
Skills
Investments, Fixed Income, Equities, Valuation, Hedge Funds, Mergers & Acquisitions, Due Diligence, Venture Capital, Asset Allocation, Private Equity, Portfolio Management, Asset Management, Equity Research, Emerging Markets, Management, Strategy, Risk Management, Business Strategy
Education
Massachusetts Institute of Technology
PhD, Operations Research
National Technical University of Athens
B.S., Communications Systems
Ameriprise Financial Services, Inc June 2000 - March 2012
Ameriprise Financial Services, Inc. 1993 - 2012
Skills
Strong People Leadership, Result Oriented, Driving Results, Organization, Operating Budgets, Business Process..., Process Control, Building Strong..., Customer Oriented, Green Belt, Quality Control, Financial Audits, Commission, Ledger Management, Financial Controls
Education
Metropolitan State University 1986 — 1993
Bachelor of Science (B.S.), Business Management
Suzanne Patrick for Congress September 2013 - December 2013
FIMPE June 2012 - August 2012
Ameriprise Financial Services, Inc. June 2011 - July 2011
Skills
ArcGIS, Google Earth, Microsoft Excel, Microsoft Word, Data Analysis, French, Research
Education
McGill University 2010 — 2013
Bachelor of Arts (BA), Geography
Ameriprise Financial Services, Inc. Returns ManagerMarshall's1997 - 1999
Education
Normandale Community College 1997 — 1999
Associate of Arts (AA)
Madison Area Technical College 1998 — 1998