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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Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Robert Alexandrovic, CFP® Robert Alexandrovic, CFP® Greater Denver Area Details
Robert Alexandrovic, CFP®'s Ameriprise Financial Services, Inc. Experience October 2004 - May 2006
Job Director of Client Service at Brown & Tedstrom, Inc.
Industry Financial Services
Experience
Brown & Tedstrom, Inc.   March 2010 - Present
UBS  April 2008 - March 2010
Nationwide Financial  June 2006 - March 2008
Ameriprise Financial Services, Inc.   October 2004 - May 2006

Skills
Wealth Management, Retirement, Finance, Financial Planning, Investment Strategies, Securities, Wealth, Management, Investment Management, Financial Analysis

Education
Miami University   2000 — 2004
BS, Finance

Adam Poole Adam Poole Greater Minneapolis-St. Paul Area Details
Adam Poole's Ameriprise Financial Services, Inc. Experience February 2012 - March 2015
Job Software Engineer I at Raytheon Cyber Products, Inc.
Industry Financial Services
Experience
Raytheon Cyber Products, Inc.   May 2015 - Present
US Army  November 1998 - Present
Jackson Poole Estates   October 2004 - Present
Ameriprise Financial Services, Inc.   February 2012 - March 2015
Wells Fargo Advisors  November 2008 - October 2011
Edward Jones  February 2007 - October 2008

Skills
Series 7, Series 66, Stocks, Bonds, Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, Account Management, Team Leadership, Microsoft Office, iWork, Java, SQL, Uniform Combined State..., Banking, Investments, PowerPoint, Series 63, Options, Microsoft Excel, Sales, Wealth Management, Retirement, Life Insurance, CRM, Insurance, Securities, Management, Finance

Education
Metropolitan State University   2012 — 2014
Bachelor's Degree, Computer Science, Currently a 3.75

Minnesota State University, Mankato   2000 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General

Buffalo High School

Kevin Edner Kevin Edner Minneapolis, Minnesota Details
Kevin Edner's Ameriprise Financial Services, Inc. Experience May 2010 - January 2014
Job Business Analyst at Green Tree Servicing
Industry Financial Services
Experience
Green Tree Servicing  February 2014 - Present
Ameriprise Financial Services, Inc.   May 2010 - January 2014
Ameriprise Financial Services, Inc.   January 2010 - May 2010

Skills
Business Analysis, Financial Services, Requirements Gathering, Business Requirements, Process Improvement, Personnel Management, Team Leadership, Series 7, Visio, Operations Management, User Acceptance Testing, Series 24, Product Management, Product Development, Waterfall, Project Management, Microsoft SQL Server, Business Intelligence

Education
Metropolitan State University
Bachelor of Science (BS), Marketing

Geoffrey Spencer, CLU Geoffrey Spencer, CLU Greater Minneapolis-St. Paul Area Details
Geoffrey Spencer, CLU's Ameriprise Financial Services, Inc. Experience 2003 - 2007
Job Regional Vice President specializing in advanced Life Insurance and Long Term Care soutions for the independent advisor.
Industry Insurance
Experience
Genworth Financial  December 2012 - Present
ING US  March 2012 - October 2012
ING US  October 2007 - March 2012
Ameriprise Financial Services, Inc.   2003 - 2007
Lincoln Financial Advisors  2000 - 2002
US Navy  July 1988 - September 2000

Skills
Series 7, Series 63, Series 24, CLU, Dynamic Speaker, Presentations, Time Management, Sales, Analytics, Responsiveness, Customer Service, Customer Engagement, Training, Strategic Financial..., Insurance, Financial Planning, 401k, Retirement Planning, Life Insurance

Education
Metropolitan State University   2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance, General

Park Center High School

Mark A. Lammers, CFP Mark A. Lammers, CFP Orange County, California Area Details
Mark A. Lammers, CFP's Ameriprise Financial Services, Inc. Experience October 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1985 - Present

Education
Miami University
BS, Business

Mike Rudolph Mike Rudolph Greater Minneapolis-St. Paul Area Details
Mike Rudolph's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Experienced Operations Leader in Trading, Brokerage, Investments & Finance
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Ameriprise Financial Services, Inc.   August 2009 - November 2013
Ameriprise Financial  September 2005 - August 2009
Ameriprise Financial  November 2004 - September 2005
American Express  October 2002 - November 2004
Primevest Financial Services (ING U.S.)   January 2001 - October 2002

Skills
Auditing, Delegation, Securities, Series 7, Mutual Funds, Equities, Fixed Income, Back Office, Portfolio Management, Investments, Asset Managment, Wealth Management, Bloomberg, Investment Management, Derivatives, Risk Management, Options, Trading, Bonds, Trading Systems, Financial Risk, Series 4, Innovation Management, Financial Analysis, Asset Management, FINRA, Asset Allocation, Financial Services, Series 63, Finance, Analysis, Business Analysis, Process Improvement, Capital Markets, Leadership, Investment Advisory

Education
Metropolitan State University   2008 — 2011
Bachelor of Science, Business Administration and Management, General, 3.45

St. Cloud Technical College   1998 — 2000
A.S., Credit & Finance

VHS

VHS

Joshua Katzen Joshua Katzen Columbia, Maryland Details
Joshua Katzen's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Planning Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
KPMG Taiwan  June 2013 - August 2013
Columbia Benefits Consultants, Inc.   July 2010 - January 2013

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Data Analysis, Access, English

Education
Miami University   2011 — 2015
Finance and Chinese

National Chung Cheng University   2013 — 2013

Marla Fudro Marla Fudro Greater Minneapolis-St. Paul Area Details
Marla Fudro's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Ameriprise Financial Services, Inc.   October 2011 - Present
Bernstein Global Wealth Management  April 2011 - September 2011
Wells Fargo Advisors  January 2008 - July 2011
Prudential Financial  July 2008 - February 2009
State Farm Insurance  July 2005 - March 2006

Education
Metropolitan State University   2006 — 2008
B.A. Professional Communications, Writing, Speaking/Presentation, Interpersonal Communication.

Erica Ahee Erica Ahee Chicago, Illinois Details
Erica Ahee's Ameriprise Financial Services, Inc. Experience February 2007 - June 2008
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   June 2012 - Present
JPMorgan Chase Bank, N.A.   April 2010 - June 2012
National City Bank  October 2008 - April 2010
Ameriprise Financial Services, Inc.   February 2007 - June 2008
edmund t AHEE jewelers   January 2000 - August 2007

Education
Michigan State University   2003 — 2007
Bachelor's degree, Finance

Winston K. Winston K. Greater Minneapolis-St. Paul Area Details
Winston K.'s Ameriprise Financial Services, Inc. Experience 2010 - 2011
Job Employed MN Supreme Court
Industry Computer Software
Experience
MN Supreme Court   January 2014 - Present
Wells Fargo  March 2012 - September 2012
Ameriprise Financial Services, Inc.   2010 - 2011
Mayo Clinic  May 2010 - October 2010

Skills
CSS, C#, Microsoft SQL Server, JavaScript, ASP.NET, Visual Studio, Dreamweaver, Adobe Fireworks, SharePoint, SQL, Visio, Agile Methodologies, Databases, Project Management, Requirements Analysis, Oracle, Software Development, HTML, Java, SDLC, Software Project..., Active Directory

Education
Metropolitan State University   2009 — 2013
Computer Information Systems, Computer and Information Sciences and Support Services

Metropolitan State University   2010 — 2012
Master's degree, Management Information Systems and Services

Judi Copeland Judi Copeland Anoka, Minnesota Details
Judi Copeland's Ameriprise Financial Services, Inc. Experience 2006 - 2012
Job Independent Business Owner at JAC Investments LLC
Industry Financial Services
Experience
JAC Investments LLC   September 2013 - Present
Ameriprise Financial Services, Inc.   2006 - 2012
Holiday Companies  December 2001 - October 2005

Skills
Operational Efficiency, Multi Tasking, Commitment to Customer..., Recruiting, Organization &..., Committed to..., Problem Solving, Coaching, Leadership, Customer Service, Leadership Development, Strategic Planning

Education
Metropolitan State University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Minneapolis Community and Technical College
Liberal Arts, Business Administration and Management, General

Nancy Cooke, MBA, CRPC, CMFC Nancy Cooke, MBA, CRPC, CMFC Saint Paul, Minnesota Details
Nancy Cooke, MBA, CRPC, CMFC's Ameriprise Financial Services, Inc. Experience May 2002 - June 2012
Job Sales Director Independent Distribution Group
Industry Insurance
Experience
Securian Financial Group/Minnesota Life   July 2012 - Present
Silpada Designs  September 2004 - Present
Ameriprise Financial Services, Inc.   May 2002 - June 2012
eFunds  2001 - 2002

Skills
Insurance, New Business Development, Sales Management, Sales, Strategic Planning, Account Management, Team Building, Business Planning, Management, Marketing Strategy, Marketing, Selling, Leadership

Education
University of Phoenix   2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General

Metropolitan State University   1999 — 2001
Bachelor of Science (B.S.), Marketing

Prior Lake High School

Kenneth Bolda Kenneth Bolda Greater Detroit Area Details
Kenneth Bolda's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
UBS Financial Services Inc.  May 2003 - August 2014
Prudential Financial  January 1993 - May 2003
NCR Corporation  November 1991 - January 1992

Education
Michigan State University   1987 — 1991
Bachelor of Arts (BA), Financial Administration

Wharton School of Business

Joe Saul-Sehy Joe Saul-Sehy Texarkana, Texas Area Details
Joe Saul-Sehy's Ameriprise Financial Services, Inc. Experience 1994 - 2009
Job CoHost (podcast) and Chief Writer (website) at Stacking Benjamins
Industry Writing and Editing
Experience
Stacking Benjamins   2013 - Present
TheFreeFinancialAdvisor.com   October 2011 - Present
Freelance  September 2009 - Present
Partnership for the Pathway   2009 - Present
Ameriprise Financial Services, Inc.   1994 - 2009

Skills
Ghostwriting, Financial Writing, Financial Analysis, Editing, White Papers, Personal Finance, Retirement Planning, Newsletters, Public Speaking, Creative Writing, Content Development, Investments, Speech Writing, Strategic Financial..., Blogging, Content Management, Entrepreneurship, Copywriting, Finance

Education
Michigan State University   1988 — 1992
BA, English

The Citadel   1986 — 1988
Bachelor of Arts (B.A.), English - Pre Law

Janice Antonowicz Janice Antonowicz Greater Minneapolis-St. Paul Area Details
Janice Antonowicz's Ameriprise Financial Services, Inc. Experience 2009 - 2013
Job DST Brokerage Solutions Cash Management
Industry Financial Services
Experience
DST Systems  October 2013 - Present
Ameriprise Financial Services, Inc.   2009 - 2013
H&R Block Financial Advisors  1999 - 2009
Olde Discount Corporation  1980 - 1999

Skills
Process Improvement, Operations Management, Relationship Management, Vendor Management, Risk Management, Project Management, Investments, Leveraging Technology, Team Leadership, Account Reconciliation, Client..., Management, Banking, Business Process, Integration, Accounting, Financial Services

Education
Wayne State University
Master of Business Administration (MBA), Finance, General

Michigan State University
Bachelor of Arts (B.A.), Russian Language and Literature

Jonathan Rea Jonathan Rea Greater Detroit Area Details
Jonathan Rea's Ameriprise Financial Services, Inc. Experience August 2003 - Present
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2003 - Present

Education
Michigan State University   1987 — 1991
B.A., Business Administration

East Detroit High School

East Detroit High School

Christopher (CJ) Friedrichs Christopher (CJ) Friedrichs Phoenix, Arizona Area Details
Christopher (CJ) Friedrichs's Ameriprise Financial Services, Inc. Experience May 2005 - September 2007
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones  February 2015 - Present
Hartford Funds  May 2011 - January 2015
Hartford Funds  September 2007 - May 2011
Ameriprise Financial Services, Inc.   May 2005 - September 2007

Skills
Mutual Funds, Financial Services, Risk Management, FINRA, Relationship Management, Securities, Finance, Leadership, Financial Analysis, Portfolio Management, Microsoft Excel, Series 7, Investments, Series 24

Education
Metropolitan State University
Bachelor of Science (BS), Finance, General

Jeff Halter Jeff Halter Orlando, Florida Area Details
Jeff Halter's Ameriprise Financial Services, Inc. Experience September 1999 - March 2013
Job Vice President of Operations at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp.  April 2013 - Present
Ameriprise Financial Services, Inc.   September 1999 - March 2013

Skills
Series 7, Series 24, Series 63, Risk Management, Derivatives, Alternative Investments, Business Process..., Management, Project Management, Vendor Management, Business Relationship..., Strategic Planning, Strategic Negotiations, Process Improvement, Business Process..., Financial Services, Securities, Operations Management, Investments, Mutual Funds, Leadership

Education
Metropolitan State University   1998 — 2001
Bachelor's Degree, Business Administration

Grand Rapids High School

Claudia Nanu Claudia Nanu Las Vegas, Nevada Details
Claudia Nanu's Ameriprise Financial Services, Inc. Experience March 2011 - January 2012
Job SENIOR REGISTERED CLIENT ASSOCIATE at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC  January 2012 - Present
Ameriprise Financial Services, Inc.   March 2011 - January 2012
USAA  2010 - March 2011
MetLife  2008 - 2010
Farmers Insurance and Financial Services  2005 - 2008

Education
University of Nevada-Las Vegas   2014 — 2015
Executive MBA, Business Administration and Management, General

Michigan State University   2000 — 2005
Bachelors of Science, Packaging Engineering

Carol McGuire Carol McGuire Greater Minneapolis-St. Paul Area Details
Carol McGuire's Ameriprise Financial Services, Inc. Experience 2013 - 2014
Job Organization Development Consultant │ IT Transformation Leader │ Consultative Business Partner
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc.   2013 - 2014
Ameriprise Financial Services, Inc.   2010 - 2013
Ameriprise Financial Services, Inc.   2006 - 2010
Allina Hospitals & Clinics  1994 - 2006

Skills
Vendor Management, SDLC, IT Strategy, Business Analysis, Leadership, Project Portfolio..., Business Process..., Program Management, Process Improvement, Software Project..., PMO, ITIL, Project Management, Change Management, Management Consulting, Enterprise Architecture, Management, CRM, Strategy, Business Intelligence, Consulting, Strategic Planning, Cross-functional Team..., Governance, Outsourcing

Education
Case Western Reserve University - Weatherhead School of Management   2012 — 2016
Doctor of Philosophy (Ph.D.), Management

University of St. Thomas   1999 — 2003
M.B.A., Management

Miami University   1983 — 1987
B.S., Organizational Behavior, MIS

Mamadou Rurimwishiga Mamadou Rurimwishiga Saint Paul, Minnesota Details
Mamadou Rurimwishiga's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Service Professional at Ameriprise Financial Services, Inc.
Industry Consumer Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
Whole Foods Market  May 2014 - July 2015
REI  June 2013 - August 2013
Minnesota State University, Mankato  August 2012 - May 2013
Mankato Muslim Student Association   August 2012 - May 2013
Entrepreneurship Club, Minnesota State University, Mankato   October 2011 - May 2012
Campus Kitchen   February 2012 - March 2012

Skills
Teamwork, Microsoft Word, SPSS, Microsoft Office, PowerPoint, Economics, Access, Customer Service, Peer Mentoring, Peer Tutoring, Microsoft Excel, Academic Advising, Cashiering, Retail Sales Experience, Research

Education
Metropolitan State University   2013 — 2015
Bachelor of Science (BS), Economics

Minnesota State University, Mankato   2011 — 2015
Bachelor's degree, Economics, A

Andrew S. Whitmore Andrew S. Whitmore Tampa, Florida Details
Andrew S. Whitmore's Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job Financial Advisor | CFP®, MBA
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2008 - Present
H&R Block Financial Advisors  September 1999 - August 2008
Olde Brokerage   April 1994 - September 1999
EDS  June 1993 - April 1994

Education
The American College   2005 — 2007
CFP Coursework Completed, Financial Planning

Wayne State University   2003 — 2005
MBA, Finance, Accounting, Marketing

Michigan State University   1989 — 1993
BA, Marketing - College of Business

Tara Summers Tara Summers Minneapolis, Minnesota Details
Tara Summers's Ameriprise Financial Services, Inc. Experience June 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2010 - Present
BlackRock  2010 - Present
Wells Fargo  September 2004 - July 2007
Piper Jaffray  August 2000 - September 2004

Skills
Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Business Analysis, Business Process..., Small Business

Education
Metropolitan State University   2000 — 2009
Bachelor of Applied Science (B.A.Sc.), Finance

John Gerken, CFP® RICP® John Gerken, CFP® RICP® Minneapolis, Minnesota Details
John Gerken, CFP® RICP®'s Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Director AAC Advice & Implementation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Ameriprise Financial Services, Inc.   November 2012 - April 2015
Ameriprise Financial  October 2009 - November 2012
Ameriprise Financial  April 2009 - September 2009
Ameriprise Financial  January 2008 - March 2009
Ameriprise Financial  July 2002 - January 2008
AT&T  February 2000 - July 2001

Skills
Coaching, Leadership, Training, Team Leadership, Insurance, Sales, Sales Management, Investments, Strategic Financial..., Financial Advisory, Estate Planning, Financial Services, Finance, Staff Development, Strategic Planning, Strategy, Risk Management, Financial Analysis, Management, Recruiting, Process Improvement

Education
Miami University   1995 — 1999
Bachelor of Arts (B.A.), International Studies

University of Minnesota - Carlson School of Management
MBA Candidate

Cynthia Lundberg Cynthia Lundberg Bloomfield Hills, Michigan Details
Cynthia Lundberg's Ameriprise Financial Services, Inc. Experience February 2006 - September 2008
Job Service Manager for the Private Bank at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase  August 2015 - Present
JPMorgan Chase & Co.   January 2013 - August 2015
JPMorgan Chase & Co.   January 2010 - January 2012
JPMorgan Chase & Co.   May 2009 - January 2010
JPMorgan Chase & Co.   October 2008 - May 2009
Ameriprise Financial Services, Inc.   February 2006 - September 2008

Skills
Series 7, Securities, Banking, Financial Services, Mutual Funds, Investments, Wealth Management, Series 66, Fixed Income, Equities, Retirement, Loans, Series 24

Education
Wayne State University   2010 — 2013
Master of Business Administration (M.B.A.)

Michigan State University   2001 — 2005
Bachelor of Science (B.S.), Psychology

Randy Hansell, CFP® Randy Hansell, CFP® Columbus, Ohio Area Details
Randy Hansell, CFP®'s Ameriprise Financial Services, Inc. Experience 1988 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1988 - Present
Hansell's Inc.   1983 - 1988
Joseph Horne's Department Stores   1980 - 1983
County Seat Stores  1978 - 1980
Jordan Marsh Florida   1977 - 1978
Bloomingdales  1976 - 1977

Education
Miami University   1972 — 1976
BA Business, Marketing

Ted Duvall, CFP Ted Duvall, CFP Albuquerque, New Mexico Area Details
Ted Duvall, CFP's Ameriprise Financial Services, Inc. Experience September 2001 - Present
Job Financial Advisor, Certified Kingdom Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2001 - Present
Marriott International  August 1981 - December 2001

Education
Michigan State University   1977 — 1981
BA, Hotel and Restaurant Management

John Schriver, CFA, CAIA John Schriver, CFA, CAIA Chicago, Illinois Details
John Schriver, CFA, CAIA's Ameriprise Financial Services, Inc. Experience August 2001 - July 2002
Job Investment Advisor at CTC|MyCFO a part of BMO Financial Group
Industry Investment Management
Experience
CTC myCFO  July 2002 - Present
Ameriprise Financial Services, Inc.   August 2001 - July 2002

Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, Equities, Investment Management, Securities

Education
Miami University   1997 — 2001
Bachelor of Science (BS), Finance

Amber Birch Amber Birch Minneapolis, Minnesota Details
Amber Birch's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Associate HRBP at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Ameriprise Financial Services, Inc.   August 2013 - Present
Robert Half Legal  November 2011 - August 2013

Skills
Human Resources, Training, Payroll, Access, Temporary Placement, Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Staffing Services, Internet Recruiting

Education
Michigan State University   2007 — 2011
Bachelor, Human Resources

Sara Burkhart, CPA Sara Burkhart, CPA Dallas, Texas Details
Sara Burkhart, CPA's Ameriprise Financial Services, Inc. Experience May 2007 - August 2007
Job Senior Tax Accountant
Industry Accounting
Experience
McGladrey  October 2014 - Present
CBIZ MHM, LLC  November 2009 - September 2014
Mayer Hoffman McCann P.C.   June 2008 - August 2008
Ameriprise Financial Services, Inc.   May 2007 - August 2007

Skills
Accounting, Tax Preparation, Research, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, GAAP

Education
Michigan State University - The Eli Broad Graduate School of Management   2008 — 2009
Master of Arts (M.A.), Accounting

Michigan State University   2004 — 2008
Bachelor of Science (B.S.), Accounting

Jeffrey Hess, CRPC® Jeffrey Hess, CRPC® Fort Myers, Florida Details
Jeffrey Hess, CRPC®'s Ameriprise Financial Services, Inc. Experience September 1992 - Present
Job Associate Vice President at Ameriprise Financial Services, Inc. | Chartered Retirement Planning Counselor(SM)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1992 - Present

Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Allocation, Retirement, Series 63, Securities

Education
Michigan State University
Bachelor of Arts (B.A.), Financial Administration

Lauren Panos, MBA, PHR Lauren Panos, MBA, PHR Charlotte, North Carolina Area Details
Lauren Panos, MBA, PHR's Ameriprise Financial Services, Inc. Experience February 2011 - August 2012
Job AVP HR Compensation Reporting at Bank of America
Industry Financial Services
Experience
Bank of America  October 2014 - Present
Accenture  September 2012 - September 2014
Ameriprise Financial Services, Inc.   February 2011 - August 2012

Skills
Program Management, Performance Management, Leadership, Management, Policy, Onboarding, HRIS, Customer Service, Project Management, Vendor Management, Human Resources, Employee Benefits, Process Improvement

Education
Herzing University   2011 — 2013
Master of Business Administration (MBA)

Metropolitan State University   2004 — 2007
Bachelor of Science (BS), Human Services, General

Kathleen M Snyder Kathleen M Snyder Battle Creek, Michigan Details
Kathleen M Snyder's Ameriprise Financial Services, Inc. Experience July 2012 - June 2013
Job Licensed Financial Specialist at PNC
Industry Financial Services
Experience
PNC  June 2013 - Present
Ameriprise Financial Services, Inc.   July 2012 - June 2013
Morgan Stanley Smith Barney  September 2009 - July 2012
General Electric Consumer and Industrial Appliances   January 1995 - March 2009

Skills
Sales Management

Education
Spring Arbor University   1999 — 2002
MBA, Management

Metropolitan State University of Denver   1973 — 1977
BS, Accounting

Marvin Popyk Marvin Popyk Greater Detroit Area Details
Marvin Popyk's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2006 - Present

Skills
Series 7, Variable Annuities, Life Insurance, Retirement Planning, Finance

Education
Detroit College of Business
B.S.

Michigan State University

Brian Howland, CFP® Brian Howland, CFP® Cincinnati Area Details
Brian Howland, CFP®'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Paraplanner, Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
J.P. Morgan   August 2011 - December 2011
PNC BANK (formerly National City Bank)   October 2008 - February 2011
EDWARD JONES INVESTMENTS  February 2007 - September 2008
THE SOUTHWESTERN COMPANY  May 2003 - July 2006

Skills
Financial Planning, Retirement Planning, Retirement Income..., Finance, Retirement, Developing Client..., Wealth Transfer, Wealth Preservation, Life Insurance, Investment Advisory, Estate Planning, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Asset Management, 401k

Education
Miami University
Bachelor of Arts

Kim Richer Kim Richer Greater Minneapolis-St. Paul Area Details
Kim Richer's Ameriprise Financial Services, Inc. Experience June 2011 - January 2013
Job Business Systems Analyst II at Boston Scientific
Industry Financial Services
Experience
Boston Scientific  August 2015 - Present
Boston Scientific  May 2013 - August 2015
Ameriprise Financial Services, Inc.   June 2011 - January 2013
Wells Fargo Home Mortgage  January 2011 - March 2011
Medtronic  May 2010 - November 2010
McAfee  November 2005 - March 2010
Secure Computing (SCUR)   November 2005 - November 2008
MDA Leadership Consulting  August 2000 - November 2005
Tewksbury Kerfeld Zimmer   October 1999 - July 2000

Skills
Data Analysis, Access, Visio, Databases, SharePoint, Project Management, Requirements Gathering, Microsoft Excel, Cross-functional Team..., Software Documentation, Analysis, Data Management, Troubleshooting, SQL, Management, SDLC, PHP, MySQL, MS Project, Windows 7, Windows, Microsoft Office, Process Improvement, Technical Writing, Proofreading, HTML, CSS, Excel, Project Coordination, MS Office Suite

Education
Metropolitan State University   2009 — 2012
Bachelor of Science, Management Information Systems (MIS)

National American University   2006 — 2009
AAS-IT, Information Technology

University of Minnesota - Carlson School of Management   2006 — 2006
n/a, Information and Decision Systems

University of Minnesota-Twin Cities   1998 — 1999
Core Liberal Arts Coursework

Larry Hershman, CRPC®, LUTCF Larry Hershman, CRPC®, LUTCF Johnstown, Pennsylvania Area Details
Larry Hershman, CRPC®, LUTCF's Ameriprise Financial Services, Inc. Experience April 2000 - March 2007
Job Customer Relations Consultant at MetLife
Industry Financial Services
Experience
MetLife  November 2013 - Present
MetLife  April 2007 - November 2013
Temple Judea of Fort Myers, FL   April 2003 - November 2013
Ameriprise Financial Services, Inc.   April 2000 - March 2007

Skills
Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Mutual Funds, Securities, IRAs, Long Term Care Insurance, Pensions, Health Insurance, Financial Services, FINRA, Small Business, Retirement Planning, Series 7, Estate Planning, Retirement, Wealth Management, Series 63, Strategic Financial..., Asset Allocation, Investments, Long-term Care, Series 6, Term Life Insurance, Investment Advisory, 401k, Financial Planners, Uniform Combined State..., Series 65, Financial Planning

Education
Michigan State University   1978 — 1983
Hotel, Restaurant and Institutional Management

Churchill Area High School   1975 — 1978

Stella Mosley Stella Mosley Greater Minneapolis-St. Paul Area Details
Stella Mosley's Ameriprise Financial Services, Inc. Experience September 1992 - March 2005
Job Product Owner Prepaid Products at Target Corporation
Industry Financial Services
Experience
Target Corporation  September 2015 - Present
Target  March 2013 - Present
Target  July 2012 - Present
Project Consulting Group  March 2011 - October 2012
U.S. Bank   April 2005 - February 2011
Ameriprise Financial Services, Inc.   September 1992 - March 2005

Skills
Business Analysis, Management, Project Management, Process Improvement, Business Process..., Retail, Vendor Management, Cross-functional Team..., SDLC, Change Management, Requirements Gathering

Education
Metropolitan State University   1993 — 1998
MBA, Finance

University of Minnesota-Twin Cities   1983 — 1988
Bachelor of Science, Economics

Kevin Featherstone Kevin Featherstone Greater Minneapolis-St. Paul Area Details
Kevin Featherstone's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Business Project Manager at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Wells Fargo  February 2011 - August 2012
Ameriprise Financial Services, Inc.   January 2010 - February 2011
Digital River  June 2009 - January 2010
Genesis10 Business and Technology Consulting   May 2006 - June 2009
Prime Therapeutics  2008 - 2009
Ameriprise Financial  April 2006 - April 2008
The Hartford  July 2004 - April 2006
American Express Financial Advisors  October 1992 - April 2004

Skills
Performance Management, Management Consulting, Program Management, Process Improvement, Requirements Analysis, SDLC, Six Sigma, Business Analysis, Business Planning, Coaching, Leadership, Organizational..., Training, Budgets, Employee Engagement, Management, Strategy

Education
University of St. Thomas - Opus College of Business   1992 — 1995
MBA, Business

Miami University   1985 — 1989

Barbara Buschen, MBA Barbara Buschen, MBA Troy, Michigan Details
Barbara Buschen, MBA's Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2003 - Present

Education
Rocky Mountain College of Art & Design   2000 — 2002
BFA, Graphic Design

University of Phoenix   1991 — 1994
MBA, Business

Michigan State University   1977 — 1979
BA, Communication

Western Michigan University   1975 — 1977
Communication and Marketing

Tim Becker (30,000+ contacts) Tim Becker (30,000+ contacts) Greater Minneapolis-St. Paul Area Details
Tim Becker (30,000+ contacts)'s Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Sr. Project Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Boulay Becker Communications   August 2002 - Present
Best Buy  April 2014 - September 2014
Gander Mountain  2012 - 2014
Twin City Fan Companies, Ltd.   July 2006 - March 2008
Drop Ship Express, Inc.   September 1999 - August 2002
DDS, Inc. (Dynamic Data Solutions)   January 1999 - September 1999
Watson Wyatt Worldwide  June 1996 - January 1999
Cub Foods  April 1992 - June 1996

Skills
Project Management, Telecommunications, Team Leadership, Change Management, Process Improvement, Site Relocation, Project Planning, Leadership, Team Building, Management, Business Analysis, Budgets, Vendor Management, CRM, Strategic Planning, Analysis, SharePoint, Training, Microsoft Office, Strategy, Program Management, Business Development, Management Consulting, Integration, Customer Service, Business Process..., Business Planning, Contract Negotiation, Networking, Team Management, Requirements Analysis, Six Sigma, Recruiting, Negotiation, Microsoft Word, Cross-functional Team..., Software Documentation, PowerPoint, Retail, Computer Hardware, Business Strategy, Microsoft Excel, Operations Management, IT Strategy, MS Project, Information Technology, Visio, Competitive Analysis, Troubleshooting, ERP

Education
Metropolitan State University of Denver   1985 — 1990
B.S., Finance

Algona High School
Diploma, Business

Danny Buford Danny Buford Oxford, Ohio Details
Danny Buford's Ameriprise Financial Services, Inc. Experience May 2013 - January 2014
Job Student at Miami University
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - January 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML

Education
Miami University   2010 — 2014
Finance and Management

Sharee Mosher Burkel, CFP® Sharee Mosher Burkel, CFP® Chelsea, Michigan Details
Sharee Mosher Burkel, CFP®'s Ameriprise Financial Services, Inc. Experience September 2004 - August 2005
Job Because your financial health matters.
Industry Investment Management
Experience
NELSON, KELLMANN, ROY & ACCOCIATES, an Ameriprise Private Wealth advisory practice   October 2014 - Present
HOLISTIC WEALTH MANAGEMENT, LLC   February 2013 - October 2014
Sigma Planning Corporation   January 2013 - October 2014
Sigma Financial Corporation  December 2010 - October 2014
Sigma Financial Corporation  September 2005 - October 2014
Ameriprise Financial Services, Inc.   September 2004 - August 2005

Education
University of Michigan   2002 — 2003
Master's Degree in Social Work (MSW)

Miami University   1991 — 1995
Bachelor's Degree (BA), Psychology

Amy Viola Amy Viola Walled Lake, Michigan Details
Amy Viola's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
The LOFT  October 2010 - May 2013
ANN INC.  May 2000 - September 2010
Bath & Body Works  October 2003 - April 2005

Skills
Store Management, Merchandising, Retail, Loss Prevention, Trend Analysis, Retail Sales, Apparel, Store Operations, Fashion, Inventory Management, Styling, Customer Service

Education
Saginaw Valley State University   1991 — 1994
Bachelor's degree, Accounting

Michigan State University   1989 — 1990
Associate's degree, Accounting

Andy Fronek, CFP® Andy Fronek, CFP® Greater Minneapolis-St. Paul Area Details
Andy Fronek, CFP®'s Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Capital Markets Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   June 2011 - Present
Allstate Financial  September 2009 - June 2011
The Hartford  March 2005 - November 2008
US Bank  January 2000 - December 2004
US Bank  May 1998 - January 2000
Piper Jaffray  January 1996 - May 1998

Skills
Leadership, Finance, Financial Services, Sales Operations, Sales Process, Coaching, Time Management, Strategic Financial..., Fixed Annuities, Financial Advisory, Sales, Marketing

Education
Miami University   1992 — 1995
B.S., Finance

Edina High School   1988 — 1991

Andrew J. Furber Andrew J. Furber Minneapolis, Minnesota Details
Andrew J. Furber's Ameriprise Financial Services, Inc. Experience December 2009 - August 2011
Job Franchisee Owner/Operator at Dunn Bros Coffee
Industry Retail
Experience
Dunn Bros Coffee  March 2012 - Present
Accredited Investors, Inc.   September 2011 - March 2012
Ameriprise Financial Services, Inc.   December 2009 - August 2011
ALPS Fund Services, Inc  June 2006 - October 2009
Columbia Funds Services Inc   September 2001 - March 2006

Education
Metropolitan State College of Denver
Certificate in Personal Financial Planning, Finance

University of Iowa
Bachelor of Science Degree, Psychology

Shane Lines Shane Lines Greater Minneapolis-St. Paul Area Details
Shane Lines's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Windsor Financial Group  February 2008 - November 2008
Ameriprise Trust Company   June 2005 - June 2006
Ameriprise Financial Services, Inc.   2005 - 2006
Wells Fargo - d.b.a. Lowry Hill   September 2002 - June 2005
Lowry Hill  2002 - 2005
Leuthold Weeden Capital Management   February 2001 - September 2002
US Bancorp  December 1999 - February 2001
US Bank  1997 - February 2001
US Bancorp  December 1997 - December 1999

Education
Metropolitan State University
Senior, Business Management

Normandale College
AA, Accounting, Sales and Marketing

Osseo

David Moritz, CFP®, CLTC David Moritz, CFP®, CLTC Greater Denver Area Details
David Moritz, CFP®, CLTC's Ameriprise Financial Services, Inc. Experience December 1997 - Present
Job Financial Advisor at Escalade Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1997 - Present
Escalade Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc.   August 2006 - Present

Education
Metropolitan State College of Denver   2003 — 2003
Certificate in Financial Planning

Madison West High   1984 — 1988

University of Wisconsin-Madison
Economics, History

Christine Schindel Christine Schindel Greater San Diego Area Details
Christine Schindel's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Writer Ameriprise Financial (Service & Regulatory Communications)
Industry Publishing
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
Creatis  September 2011 - Present
christineschindel.com   January 2006 - Present
Condor Corporation  May 2008 - September 2011
Coffee House Press  January 2011 - May 2011
Llewellyn Worldwide Ltd   January 2011 - May 2011
Metropolitan State University  January 2011 - May 2011
North American Review  January 2005 - December 2007

Skills
Self Starter, Social Media Development, Organization, Adobe Creative Suite, Editing, Copy Editing, Copywriting, Proofreading, Technical Writing, Marketing, Creative Writing, Editorial, Newsletters, Proposal Writing, Publishing, Social Media

Education
University of Denver   2011 — 2011
Certificate, Publishing

Metropolitan State University   2008 — 2011
MS, Technical Communication

University of Northern Iowa   2003 — 2007
BA, English, professional writing

Mark Eyre Mark Eyre Greater Detroit Area Details
Mark Eyre's Ameriprise Financial Services, Inc. Experience January 2001 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2001 - Present

Education
Michigan State University   1997 — 1999
Bachelor, Psychology and Spanish

Wayne Winston Sharp, Ph.D. Wayne Winston Sharp, Ph.D. Mclean, Virginia Details
Wayne Winston Sharp, Ph.D.'s Ameriprise Financial Services, Inc. Experience May 1991 - June 2009
Job Immediate Past Pres, McLean Orchestra. Pres.FAS Retirees. Chair Elect, NCFA. Director Emeritus, CBFA, CoCapt FUNDAY IV
Industry Nonprofit Organization Management
Experience
McLean Orchestra  2007 - Present
National Council For Adoption  2007 - Present
Foreign Agricultural Service Retirees   1991 - Present
Ameriprise Financial Services, Inc.   May 1991 - June 2009

Skills
Succession Planning, Investments, Retirement Planning, Estate Planning, Certified Financial..., High Net Worth..., Strategic Financial..., Investment Strategies, Financial Advisory, Finance, Financial Services, Insurance, Wealth, Small Business, Retirement, Financial Planners, Wealth Management, Fixed Annuities, Investment Advisory, Asset Allocation, 401k, Series 7, Long-term Care, Securities, Funding, IRAs, Disability Insurance, Pensions, Risk Management, Wealth Accumulation, 401k Rollovers, Long Term Care Insurance, Personal Finance, Mutual Funds, Financial Goals, Investment Management, Wealth Management..., Series 63, FINRA, Personal Financial..., Financial Planning

Education
Michigan State University   1965 — 1968
Ph.D., International Trade & Finance

Carol Kratzer Carol Kratzer Greater Minneapolis-St. Paul Area Details
Carol Kratzer's Ameriprise Financial Services, Inc. Experience September 1996 - June 2010
Job Technology Service Desk Manager
Industry Financial Services
Experience
Ameriprise Financial  June 2010 - Present
Ameriprise Financial Services, Inc.   September 1996 - June 2010
Damark International  1994 - 1996

Skills
Series 7, Vendor Management, Service Catalog, Process Improvement, Strategic Financial..., IT Service Management, ITIL, Call Center, Business Analysis, Outsourcing, Call Centers, Business Process..., Visio, Financial Services, Leadership, Project Portfolio..., SharePoint, Change Management, Service Delivery, Resource Management, Operations Management, Cross-functional Team..., Relationship Management, Team Leadership, Management, Risk Management, Workforce Management, IT Strategy, SDLC, Business Process, Analysis, Project Delivery, Program Management, Business Transformation

Education
Metropolitan State University   2000 — 2006
BS, Economics

Edward Manko, CFP Edward Manko, CFP Orange County, California Area Details
Edward Manko, CFP's Ameriprise Financial Services, Inc. Experience April 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1996 - Present

Skills
Insurance, Investments, Retirement Planning, Estate Planning, Finance, Sales, Retirement

Education
Michigan State University
B.S., Electrical Engineering

Michigan State University
MBA

University of West Florida
M.S., Systems Analysis

David G. Thaler, MBA, CRPC David G. Thaler, MBA, CRPC Greater Grand Rapids, Michigan Area Details
David G. Thaler, MBA, CRPC's Ameriprise Financial Services, Inc. Experience March 2002 - Present
Job Ameriprise Platinum Financial Advisor / Business Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2002 - Present
and active in my church   1970 - Present
Business Network International  2002 - 2011
Morgan Stanley  2000 - 2002
David Thaler - insurance agent   1995 - 2000
Classified Yellow Pages   1984 - 1994

Education
Lowell High School (Lowell MI)
Diploma, College Prep, 3.98

Michigan State University
BA & MBA, Electrical Enginerering, Purchasing, Logistics, Production Management

Michigan State University - The Eli Broad Graduate School of Management
MBA, Production Management & Logistics, Cum Laude

Heidi (Bashara) Raine, CFP Heidi (Bashara) Raine, CFP Greater Detroit Area Details
Heidi (Bashara) Raine, CFP's Ameriprise Financial Services, Inc. Experience June 1987 - Present
Job Integrated Financial Solutions Group, Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1987 - Present

Education
College of Financial Planning   1987 — 1988
CFP, Financial Planning and Services

Michigan State University   1982 — 1986
BA, Business

Anne Rauch Anne Rauch Minneapolis, Minnesota Details
Anne Rauch's Ameriprise Financial Services, Inc. Experience April 2014 - February 2015
Job Private Banking Relationship Specialist at Signature Bank Minnetonka, MN
Industry Financial Services
Experience
Signature Bank Minnetonka, MN  February 2015 - Present
Ameriprise Financial Services, Inc.   April 2014 - February 2015
Signature Bank - Minnetonka, MN  July 2012 - April 2014
Private Bank Minnesota  August 2007 - July 2012

Education
Metropolitan State University
B.S. International Business

University of St. Thomas/Kaplan University
CFP Certification Course

Huijun (Kathleen) Chen Huijun (Kathleen) Chen Greater Los Angeles Area Details
Huijun (Kathleen) Chen's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job M.Sc. in Finance Student
Industry Accounting
Experience
US Xingye Investment Inc   December 2013 - February 2015
Belkin  June 2013 - August 2013
University of Southern California  January 2013 - June 2013
Ameriprise Financial Services, Inc.   June 2012 - August 2012
Changjiang Securities Company Limited   June 2011 - July 2011
Industrial Bank  June 2010 - June 2010

Skills
Accounting, Financial Modeling, Microsoft Excel, Web Design, Financial Accounting, Access, PowerPoint, Microsoft Office, Financial Analysis, ERP, Bloomberg Terminal, Business Intelligence, Taxation, Audit and Assurance, Morningstar, Microsoft Dynamics, SAP CRM, Microsoft Word, Research, Data Analysis, Leadership, MySQL, financial planning, MySQL, R, SAS, SAP,...

Education
University of Southern California - Marshall School of Business   2014 — 2015
Master's Degree, Finance

University of Southern California - Marshall School of Business   2011 — 2014
BA, Accounting and Financial Mathmatics

Michigan State University   2009 — 2011
BA, Accounting snd mathmatic

Garrett Burke, CIPM Garrett Burke, CIPM Greater New York City Area Details
Garrett Burke, CIPM's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Vice President, Sales Engineer at RIMES Technologies
Industry Information Technology and Services
Experience
RIMES Technologies  2011 - Present
RIMES Technologies  2009 - 2011
RIMES Technologies  2008 - 2009
RIMES Technologies  2007 - 2008
Ameriprise Financial Services, Inc.   2006 - 2007

Skills
Financial Markets, Equities, Market Data, Fixed Income, Portfolio Management, Asset Management, Financial Services, Derivatives, Bloomberg, Capital Markets, Management, Trading, Trading Systems, Microsoft Excel, Securities, Analytics

Education
Miami University   2002 — 2006
BS, Economics, Finance

Pa Houa Xiong Pa Houa Xiong Greater Minneapolis-St. Paul Area Details
Pa Houa Xiong's Ameriprise Financial Services, Inc. Experience February 2007 - January 2008
Job University Relations at Boston Scientific
Industry Staffing and Recruiting
Experience
Boston Scientific  April 2015 - Present
Boston Scientific  July 2013 - March 2015
Dolphin Group Companies  June 2012 - June 2013
Superior Group  March 2012 - June 2012
St. Jude Medical  February 2010 - December 2011
Volt  October 2009 - February 2010
Boston Scientific  2009 - 2009
Ameriprise Financial Services, Inc.   February 2007 - January 2008
M. A. Mortenson Company   2008 - 2008
RBC Dain Rauscher  2004 - 2007

Skills
Process Improvement, Recruitment/Retention, College Recruiting, Project Coordination, Implementing Processes, Event Management, Program Management, HRIS, Talent Acquisition, Software Training, Client Relationship..., Hands-on Training, Human Resources, Recruiting, Applicant Tracking..., CRM, Employee Benefits, Employee Relations, Interviews, Management, Onboarding, Sourcing, Training, Talent Management

Education
Metropolitan State University
Bachelor of Arts (BA)

Doug Gehrke Doug Gehrke Minneapolis, Minnesota Details
Doug Gehrke's Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1996 - Present
Ameriprise Financial Services, Inc.   September 1996 - August 2011

Skills
Series 7, Mutual Funds, Financial Services, Retirement Planning, Wealth Management

Education
Metropolitan State University
Bachelor of Science: Marketing, Marketing/Marketing Management, General

Ryan Curtes Ryan Curtes Chicago, Illinois Details
Ryan Curtes's Ameriprise Financial Services, Inc. Experience 2009 - 2009
Job New Business Development at Cision
Industry Computer Software
Experience
Cision  September 2014 - Present
Mintel  July 2014 - August 2014
Mintel  November 2013 - June 2014
Towers Watson  July 2011 - October 2013
Francis Investment Counsel  2010 - 2011
Ameriprise Financial Services, Inc.   2009 - 2009
Hutchinson, Shockey, Erley and Company   2008 - 2008
Marshall & Ilsley  2007 - 2007

Skills
Asset Allocation, Portfolio Management, Investments, Investment Banking, Data Analysis, Series 7, Negotiation, Prospecting, Sales Cycle Management, Closing Business

Education
University of Wisconsin-Madison - School of Business   2005 — 2009
Bachelor, Business Administration; Finance; Real Estate & Urban Land Economics

University of Wisconsin-Madison

Università Commerciale Bocconi   2007 — 2007
Finance

Miami University   2004 — 2004
School of Business, Finance

Brittney Stevenson Brittney Stevenson Greater Detroit Area Details
Brittney Stevenson's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Client Service Coordinator at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
Ameriprise Financial Services, Inc.   May 2014 - September 2014
Merrill Lynch  October 2012 - October 2013
Profession Education Services Group   December 2011 - October 2012
Merrill Lynch Financial Institution   May 2010 - July 2010
Michigan State University  August 2009 - August 2009
Merrill Lynch Financial Institution   May 2008 - August 2008

Skills
CRM, Leadership, Management, Salesforce.com, Strategy, Training, Analysis, Advertising, Customer Service, Entrepreneurship, Facebook, Finance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Social Networking, Research, Event Planning, Investments, Financial Planning, Financial Analysis, Teamwork, Social Media Marketing, Communication, Banking, Data Analysis, Time Management, Financial Services, Retirement Planning, Public Relations, Outlook, Fundraising, Marketing Strategy, Portfolio Management, Problem Solving, Community Outreach, Event Management, Financial Modeling, Process Improvement, Strategic Planning, Insurance, Sales Management

Education
Michigan State University   2007 — 2011
BA, Economics

Kevin Knacke Kevin Knacke Minneapolis, Minnesota Details
Kevin Knacke's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Design Engineer at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
Best Buy  February 2013 - November 2014
Cargill  July 2012 - February 2013
C.H. Robinson   May 2006 - July 2012
Musicland  2003 - 2006
Best Buy  November 2000 - December 2003
Minnesota Public Radio  June 1999 - November 2000
Best Buy  December 1989 - May 1999
United States Marine Corps  June 1982 - December 1986

Skills
Lync, Lync Server 2013, Lync Server 2010, Unified Communications, Microsoft Exchange, Messaging, Active Directory, Windows Server, Networking, System Deployment, Servers, Technical Support, System Administration, Network Administration, Powershell, Blackberry Enterprise..., TMG, Data Center, VMware Infrastructure, Switches, Troubleshooting, IIS, DNS, Backup Exec, VMware ESX, Software Documentation, Software Installation, Information Technology, VMware, Hardware, Disaster Recovery, Antivirus, ITIL, Cisco Technologies, Cisco Nexus, Infrastructure, Windows, Training, Citrix, Help Desk Support, Windows 7, Hyper-V, Enterprise Software

Education
Metropolitan State University   1997 — 2000
BS, MIS

University of Minnesota-Twin Cities   1991 — 1994
BA, Philosphy

Normandale Community College   1987 — 1991
AA, Philosophy, Electrical Engineering

Minnetonka High School   1979 — 1982
HS

Jenna Everett, CFP® Jenna Everett, CFP® Saint Joseph, Michigan Details
Jenna Everett, CFP®'s Ameriprise Financial Services, Inc. Experience June 1987 - Present
Job Associate Financial Advisor with the practice of Jim Everett at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1987 - Present

Education
Michigan State University   1982 — 1986

Charles Altendorfer, CFP® Charles Altendorfer, CFP® Greater Minneapolis-St. Paul Area Details
Charles Altendorfer, CFP®'s Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Senior Financial Paraplanner at Ameriprise Financial Private Wealth Advisor Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
UBS  May 2010 - June 2012
UBS  June 2007 - May 2010

Skills
Series 7, Finance, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, Financial Modeling, Investment Advisory, Investments, Portfolio Management, Financial Planning, Investment Sales

Education
Miami University   2002 — 2006
BS, Finance, Decision Science

Swiss Finance Academy   2005 — 2005
Non-degree program, Capital Markets

Alisia Nisja Alisia Nisja Minneapolis, Minnesota Details
Alisia Nisja's Ameriprise Financial Services, Inc. Experience January 2002 - March 2004
Job Support LiveChat Spec/ Email Specialist at TCF Bank
Industry Accounting
Experience
Self-employed  Support Live-Chat Spec/ E-mail SpecialistTCF BankJune 2014 - Present
Family Mental Health   June 2011 - Present
Allianz Insurance  March 2012 - November 2012
Medtronic  June 2006 - July 2011
Ameriprise Financial Services, Inc.   January 2002 - March 2004
Prudential Financial  January 2000 - January 2002

Skills
Insurance, Invoicing, Customer Service, Financial Services, Claim, Accounting, Finance, Microsoft Word, PowerPoint, Sales

Education
Metropolitan State University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

North Hennepin Community College   2007 — 2009
Associate's degree, Accounting and Finance

Shannon Christensen, Esq. Shannon Christensen, Esq. Lindstrom, Minnesota Details
Shannon Christensen, Esq.'s Ameriprise Financial Services, Inc. Experience May 2011 - February 2015
Job Senior Consultant at Wipfli LLP
Industry Financial Services
Experience
Wipfli LLP  August 2015 - Present
Ameriprise Financial Services, Inc.   May 2011 - February 2015
Robert Half Consulting  January 2010 - April 2011
Deloitte Tax  December 2006 - June 2009
Minnesota Department of Revenue  June 2003 - June 2006
Catholic Aid Association Life Insurance   March 1997 - September 1999

Skills
Corporate Tax, Tax Advisory, Auditing, Statutory Financial..., Tax, Accounting, Financial Analysis, Tax Research, Sarbanes-Oxley Act, Financial Reporting, Tax Accounting, Microsoft Excel, Internal Audit, Sales and Use Tax, Anti Money Laundering, Financial Accounting, Sales

Education
University of Minnesota - Carlson School of Management   2015 — 2018
Master's of Business Taxation, Taxation

William Mitchell College of Law   2003 — 2006
Doctor of Law (JD), Corporate Taxation

Metropolitan State University   1996 — 2000
Bachelor's of Science, Accounting

Casey Cleveland Casey Cleveland Greater Minneapolis-St. Paul Area Details
Casey Cleveland's Ameriprise Financial Services, Inc. Experience August 2010 - October 2013
Job
Industry Retail
Experience
Best Buy  October 2014 - Present
Hartford Mutual Funds  May 2014 - November 2014
Ameriprise Financial Services, Inc.   August 2010 - October 2013
The Hartford  November 2006 - August 2010
Best Buy  December 1999 - November 2006

Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Windows, Outlook, Public Speaking, Training, Analysis, Leadership, Sales, Finance, Access, Time Management, Process Improvement, Teamwork, Customer Satisfaction, Data Entry, Team Leadership, Team Building, Management, Inventory Management, Coaching, Data Analysis, Business Analysis, Project Management, Retail, Troubleshooting, Supervisory Skills, Performance Management, Financial Analysis

Education
Metropolitan State University   1998 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Erin Hood Erin Hood Cincinnati Area Details
Erin Hood's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2009 - Present

Skills
Financial Services

Education
Miami University   2002 — 2006

Centerville

Jessica Govoni Jessica Govoni Boston, Massachusetts Details
Jessica Govoni's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Finanial Inc   June 2013 - January 2015
Ameriprise Financial, Inc  January 2009 - May 2013
American Pride Home Services   April 2007 - January 2009

Skills
Vendor Management, Training, Analysis, Procurement, Leadership, Call Centers, Marketing, Management, Troubleshooting, Insurance, Purchasing, Data Entry, Process Improvement, Teamwork, Accounts Payable, Business Analysis, Administrative...

Education
Metropolitan State University
B.A, Business Management

North Hennepin Community College
A.A, Liberal Arts

Adam Putvin, CPA Adam Putvin, CPA Champaign, Illinois Details
Adam Putvin, CPA's Ameriprise Financial Services, Inc. Experience 2002 - 2003
Job CFO at Pavilion Hospital
Industry Hospital & Health Care
Experience
Pavilion Hospital   March 2014 - Present
Clinton Memorial Hospital  September 2012 - March 2014
Community Health Systems  August 2008 - September 2012
Baker Tilly Virchow Krause, LLP  2004 - 2008
Ameriprise Financial Services, Inc.   2002 - 2003

Skills
Managed Care, Management Consulting, Strategy, Training, Revenue Cycle, Management, Hospitals, Auditing, Financial Analysis, CPA, Process Improvement, Finance, Public Speaking, Sarbanes-Oxley Act, Budgets, Strategic Planning, Healthcare, Healthcare Management, Revenue Cycle Management, Medicare, Healthcare Information..., Accounting, Entrepreneurship, Healthcare Consulting, Account Management, Financial Reporting, HIPAA, Practice Management, Medicaid, EHR, GAAP, Financial Statements, Healthcare Industry, Physician Relations, EMR, Financial Accounting, General Ledger, Internal Controls, Accounts Payable, Cash Flow, Strategic Financial...

Education
Miami University   1998 — 2002
Bachelor's degree, Accounting

Kevan Ball Kevan Ball Greater Minneapolis-St. Paul Area Details
Kevan Ball's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Data Architect at Medtronic
Industry Computer Software
Experience
Medtronic  November 2009 - Present
Medina Golf and Country Club  2007 - 2012
St. Jude Medical  January 2009 - November 2009
Granite Pointe Partners   2004 - 2009
Medtronic  April 2007 - December 2008
Thrivent  2006 - 2007
Ameriprise Financial Services, Inc.   2006 - 2007
Born Information Services  1996 - 2005
BORN / Fujitsu Consulting   1996 - 2005
BORN  1996 - 2005

Skills
Data Warehouse..., SDLC, Data Warehousing, Data Modeling, Business Intelligence, SQL, Database Design, Dimensional Modeling, ITIL, Data Integration, Informatica, Erwin, ETL, Master Data Management

Education
Metropolitan State University   1990 — 1993
BA, Management Information Systems

St. Cloud State University   1982 — 1985
Business

Saint Louis Park Senior High   1980 — 1982

Bart Turner Bart Turner Greater Minneapolis-St. Paul Area Details
Bart Turner's Ameriprise Financial Services, Inc. Experience October 2011 - August 2015
Job Strategy and Marketing Executive
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - August 2015
Ameriprise Financial  March 2010 - October 2011
Ameriprise Financial  October 2007 - March 2010
Ameriprise Financial  April 2006 - October 2007
Ameriprise Financial  December 2003 - April 2006
McKinsey & Company  July 2001 - December 2003
Synet Service Corporation   May 1995 - July 1999

Skills
Marketing Strategy, Marketing, Cross-functional Team..., Strategy, Analytics, Business Development, Marketing Communications, Integrated Marketing, Thought Leadership, Management Consulting, Financial Services, Leadership, Project Planning, Relationship Management, Business Strategy, Strategic Planning, Segmentation, Competitive Analysis, Insurance

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA, Finance

Michigan State University   1990 — 1994
BS, Mathematics

Jessica Shuleva, MBA Jessica Shuleva, MBA Cleveland, Ohio Details
Jessica Shuleva, MBA's Ameriprise Financial Services, Inc. Experience June 2003 - October 2004
Job Down syndrome Advocacy & Awareness
Industry Public Policy
Experience
Volunteer - National Down Syndrome Society   May 2015 - Present
Kamm's Corners Development Corporation   September 2013 - May 2015
Robert W. Baird & Co.   January 2014 - February 2015
Saint Martin de Porres High School  July 2010 - October 2013
Saint Martin de Porres High School  June 2013 - August 2013
Saint Martin de Porres High School  November 2008 - June 2010
Hobsons  June 2007 - October 2008
GE Aviation  May 2005 - August 2006
Kuehne + Nagel  May 2006 - July 2006
Ameriprise Financial Services, Inc.   June 2003 - October 2004

Skills
New Business Development, Manage Client..., Leadership Development, Program Development, Client Development, Coaching, Event Planning, Corporate Events, Business Development, Leadership, Public Speaking, Customer Service, Recruiting, Program Management, Marketing, Training, Nonprofits, Volunteer Management, Editing, Sales, Management, Negotiation, CRM, Client Liaison, Community Outreach, Community Development, Mentoring, Non-profits, Onboarding, Staff Development, Board of Directors, Best Practices, Strategic Partnerships, Strengthening Client..., Conflict Prevention, Technical Presentations, Writing, Standards Development, College Teaching, Brand Awareness, Constructive Feedback, Managing Database, Sales Presentations, Connecting People, Marketing Event Planning

Education
Miami University
MBA, Farmer School of Business

The University of Akron
MA, Industrial/Organizational Psychology

Miami University   1995 — 1999
BA, Psychology

Wendi Orosco Wendi Orosco Greater Minneapolis-St. Paul Area Details
Wendi Orosco's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Ameriprise Financial Services, Inc.   April 2012 - September 2014
Ameriprise Financial Services, Inc.   September 2010 - April 2012
Wells Fargo  October 2006 - February 2009
World Savings  May 2003 - September 2006
Arapahoe Credit Union  October 2001 - April 2003

Skills
Loans, Mortgage Lending, Credit, Loan Servicing, Banking, Credit Analysis, Mortgage Banking, Loan Origination, Finance, Underwriting, Financial Analysis, Series 7, Refinance, Insurance, Relationship Management, Risk Management, Financial Services

Education
Metropolitan State University   2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Metropolitan State University   2007 — 2010
Bachelor of Science, Business Administration

Southwest Minnesota State University   1993 — 1995
General

Margaret Anderson Margaret Anderson Minneapolis, Minnesota Details
Margaret Anderson's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Strategic Sourcing Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Best Buy  May 2014 - December 2014
Best Buy  September 2013 - May 2014
Best Buy  January 2013 - October 2013
Kimberly-Clark  January 2012 - January 2013
ANN INC.  June 2011 - August 2011
Bristol-Myers Squibb  January 2011 - May 2011

Skills
Microsoft Excel, Data Analysis, Supply Chain, SAP BW, Vendor Managed Inventory, Logistics, SAP BI, SAP ERP, Ariba, JDA E3, Lean Thinking, Customer Service, Strategic Sourcing, Supply Chain Management, Inventory Management, IT Procurement

Education
Michigan State University   2007 — 2011
BA, Finance

Ronald Paulson Ronald Paulson Greater Minneapolis-St. Paul Area Details
Ronald Paulson's Ameriprise Financial Services, Inc. Experience October 2005 - February 2009
Job Product Manager Settlement Services at Wolters Kluwer Financial Services
Industry Information Services
Experience
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

Craig Chaikin, CFA Craig Chaikin, CFA Greater New York City Area Details
Craig Chaikin, CFA's Ameriprise Financial Services, Inc. Experience October 2003 - May 2005
Job Senior Consultant at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey  May 2008 - Present
Fifth Third Asset Management  May 2005 - May 2008
Ameriprise Financial Services, Inc.   October 2003 - May 2005

Education
Xavier University - Williams College of Business   2005 — 2007
MBA, International Business

Miami University   1999 — 2003
Bachelor of Science, Finance

Mindy Olson Mindy Olson Greater Minneapolis-St. Paul Area Details
Mindy Olson's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Senior Business Analyst at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Schmickleson Consulting, LLC   November 2011 - December 2013
Anoka Ramsey Community College  January 2012 - May 2012
IBM DemandTec Solutions  October 2011 - December 2011
Allianz Life  August 2008 - September 2011
Jackson National Life  August 2006 - March 2008

Skills
SAS, SQL, Microsoft Excel, VBA, Flex, R, Analysis, Analytics, Statistics, Business Analysis

Education
Michigan State University   2005 — 2006
Applied Statistics

North Dakota State University   1998 — 2004
Bachelor's degree, Statistics

Society of Actuaries

Todd Petrocella Todd Petrocella Troy, Michigan Details
Todd Petrocella's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Ameriprise Financial, Inc.   October 2009 - July 2012
Ameriprise Advisor Services, Inc.   June 2009 - October 2009
H&R Block Financial Advisors / Ameriprise Advisor Services, Inc.   October 2006 - June 2009
H&R Block Financial Advisors  October 2001 - September 2006
H&R Block Financial Advisors  January 2000 - September 2001

Skills
Compliance, Financial Advisory, Series 7, Series 24, Series 63, Customer Relations, Risk Management, Customer Service, Finance, Financial Services, Investments, Bonds, Stocks, Equities, Fixed Income, Mutual Funds, Securities, Trading, Investment Advisory, FINRA, Insurance, Retirement Planning

Education
Michigan State University College of Law   1996 — 1998

Michigan State University   1991 — 1996
Bachelor of Arts, Political Science Pre Law

Debra Pollock, CTFA, CFP® Debra Pollock, CTFA, CFP® Richmond, Virginia Details
Debra Pollock, CTFA, CFP®'s Ameriprise Financial Services, Inc. Experience October 2007 - June 2012
Job Client Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Bank  July 2012 - Present
SunTrust Investment Services, Inc.   July 2012 - Present
Ameriprise Financial Services, Inc.   October 2007 - June 2012
Associated Bank  August 2003 - August 2007
MFB Financial  November 1998 - May 2003
National City Bank  June 1992 - November 1998

Education
Miami University   1988 — 1992
B.S., Marketing, minor in Decision Sciences

Portage Turner High School   1985 — 1988

Nia Alexandre Nia Alexandre Houston, Texas Details
Nia Alexandre's Ameriprise Financial Services, Inc. Experience August 1995 - September 2002
Job Team Leader, AG Gateway American General Life & Retirement
Industry Insurance
Experience
American General Life Companies  July 2008 - Present
AIG  July 2008 - Present
ABC Academy, Inc.   July 2004 - June 2007
Ameriprise Financial Services, Inc.   August 1995 - September 2002

Skills
Health Insurance, New Business Development, Training, Coaching, Customer Service, Customer Oriented, Group Dynamics, Team Building, Call Centers, Fixed Annuities, Customer Retention, Customer Satisfaction, Outlook, Data Entry, Insurance, Management, Public Speaking

Education
Metropolitan State University   1998 — 2001
Bachelor of Arts (BA), Speech Communication and Rhetoric

Jennifer Stocco Jennifer Stocco Greater Minneapolis-St. Paul Area Details
Jennifer Stocco's Ameriprise Financial Services, Inc. Experience January 2012 - March 2014
Job CRM Manager, Corporate Marketing at Ryan Companies US, Inc.
Industry Marketing and Advertising
Experience
Ryan Companies US, Inc.   March 2014 - Present
Ameriprise Financial Services, Inc.   January 2012 - March 2014
Shippers Supply, Inc.   June 2009 - January 2012
Coldwell Banker Burnet  September 2004 - August 2009
Honeywell  May 2003 - May 2005
Honeywell  October 2002 - May 2003
International Decision Systems  September 1999 - October 2002

Education
Metropolitan State University
Bachelor of Science, Marketing

University of St. Thomas

Yulia Andreyevskaya, CFP ® Yulia Andreyevskaya, CFP ® Greater Minneapolis-St. Paul Area Details
Yulia Andreyevskaya, CFP ®'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Regional Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present
Ameriprise Financial  February 2007 - April 2009
Bonum Design, Inc.   February 2003 - March 2007

Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Wealth Management, Asset Allocation

Education
Metropolitan State University   2002 — 2004
BA, International Business

Volgograd State University   1998 — 2001
Linguistics, German Philology

Bill Mulry Bill Mulry Greater Minneapolis-St. Paul Area Details
Bill Mulry's Ameriprise Financial Services, Inc. Experience January 2000 - June 2003
Job Certified Public Accountant
Industry Accounting
Experience
John A. Knutson & Co. PLLP   July 2008 - October 2013
ING  April 2008 - June 2008
Ameriprise Financial  June 2003 - April 2007
Ameriprise Financial Services, Inc.   January 2000 - June 2003
Ameriprise Financial Services, Inc.   November 1997 - January 2000

Skills
Accounting, Tax, CPA

Education
Metropolitan State University   2006 — 2008
Bachelor's degree, Accounting

University of Minnesota-Twin Cities   1995 — 1997
Master's degree, Industrial Relations

University of Minnesota-Twin Cities   1990 — 1994
Bachelor's degree, Genetics and Cell Biology

Amanda O'Neal Amanda O'Neal Greater New York City Area Details
Amanda O'Neal's Ameriprise Financial Services, Inc. Experience 2000 - 2007
Job Director of Underwriting at Greco Planning Group Inc.
Industry Insurance
Experience
The Greco Planning Group Inc.   April 2007 - Present
Ameriprise Financial  2000 - 2007
Ameriprise Financial Services, Inc.   2000 - 2007

Education
Michigan State University   1997 — 1999

Wofford College   1993 — 1997
BS, Chemistry

Weston Blosser Weston Blosser Greater Minneapolis-St. Paul Area Details
Weston Blosser's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Corporate RP II | Centralized Supervision Unit at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2010 - Present

Skills
Investments, Wealth Management, Series 7, Strategic Financial..., Retirement Planning

Education
Metropolitan State College of Denver   1993 — 1995
finance

Patrick McGuire, CRPC, CLTC Patrick McGuire, CRPC, CLTC Cleveland/Akron, Ohio Area Details
Patrick McGuire, CRPC, CLTC's Ameriprise Financial Services, Inc. Experience June 2006 - June 2009
Job Financial Advisor at Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc.   July 2012 - Present
Ameriprise Financial  November 2003 - July 2012
Ameriprise Financial Services, Inc.   June 2006 - June 2009

Education
Miami University   1998 — 2003
Bachelor's, Political Science

Miami University   1998 — 2003

Ursuline High School   1994 — 1998

Carla Sartorius Carla Sartorius Greater Minneapolis-St. Paul Area Details
Carla Sartorius's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job TI Delivery Management Director at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Travelers  November 2012 - January 2014
Allianz Life  September 2008 - July 2012
Allianz Life  January 2007 - September 2008
Allianz Life  December 2005 - January 2007
Accenture  July 2004 - December 2005
Best Buy  December 1999 - July 2004
Ernst & Young  August 1997 - December 1999
Starkey Labs  September 1995 - August 1997
Alliant Techsystems  July 1983 - September 1995

Skills
Project Portfolio..., Process Improvement, Vendor Management, IT Strategy, Program Management, Business Analysis, Project Management, Enterprise Architecture, Outsourcing, PMO, Management, Business Process, Management Consulting, ERP, Governance, Requirements Analysis, ITIL, IT Service Management, Project Planning, Strategy, Enterprise Software, Software Development, Business Intelligence, Business Process..., Software Documentation, Budgets, SDLC, Software Project..., Leadership, IT Management, Change Management, PMP, Process Engineering, Information Technology, Consulting, Integration, Cross-functional Team..., Visio, Resource Management, Risk Management

Education
University of Saint Thomas - School of Business   1998 — 2000
MBA

Metropolitan State University   1984 — 1988
BA, Business Adminstration

Northeast Metro Technical Institute   1978 — 1980
Programming Certificate

Rich Kidwell Rich Kidwell Greater Detroit Area Details
Rich Kidwell's Ameriprise Financial Services, Inc. Experience 2000 - Present
Job ParaPlanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2000 - Present
American Express Financial Advisors  October 1991 - June 2000

Skills
Strategic Financial..., Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Financial Services, Insurance, Asset Management, Financial Analysis

Education
Michigan State University   1985 — 1989
BA, Business

Michigan State University   1985 — 1989
General Business Administration

Kenneth J. Maas Kenneth J. Maas Greater Minneapolis-St. Paul Area Details
Kenneth J. Maas's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Accountant at Xcel Energy
Industry Accounting
Experience
Xcel Energy  July 2015 - Present
Ameriprise Financial Services, Inc.   January 2015 - Present
MN Wild   November 1989 - Present
H&R Block  2013 - 2015
H&R Block  2013 - 2015
H.B. Fuller   February 2014 - September 2014
U.S. Bank   September 2013 - November 2013
SUPERVALU  March 2013 - May 2013
First Resource Bank  March 2012 - April 2012
Wells Fargo Bank  September 2005 - July 2011

Skills
Accounting, Financial Reporting, Budgets, Analysis, Customer Service, Account Reconciliation, Financial Analysis, Process Improvement, Management, Banking, General Ledger, Variance Analysis, Leadership, Research, Software Documentation, Microsoft Excel, Sarbanes-Oxley Act, Business Analysis, Problem Solving, Excel, Budgeting, Word, Access, Microsoft Office, Outlook, Customer Relations, Mergers, Documentation, Forecasting, Financial Modeling, Purchasing, Team Building, Internal Controls, Risk Management, CPR & AED certified, Fixed Assets, Finance, Financial Statements, Tax

Education
Opus College of Business University of St. Thomas   2013 — 2013
Mini Master of Financial Management, Finance and Financial Management Services, Ungraded 14 week program

Metropolitan State University   1983 — 1987
Bachelor of Arts, Accounting

University of Minnesota-Duluth   1978 — 1981
coursework only - Transferred, Accounting and Finance

Jianwei (Jeremy) Bi Jianwei (Jeremy) Bi Greater Minneapolis-St. Paul Area Details
Jianwei (Jeremy) Bi's Ameriprise Financial Services, Inc. Experience May 2004 - November 2008
Job Associate Actuary at SFG
Industry Insurance
Experience
Securian Financial Group  November 2008 - Present
Ameriprise Financial Services, Inc.   May 2004 - November 2008
CNA  July 2001 - May 2004

Skills
Actuarial Science, ALM, Economic Capital, Financial Risk, Valuation, SAS, VBA, Fixed Annuities, Risk Management, Insurance, Investments, Quantitative Finance, Life Insurance, Financial Modeling

Education
Michigan State University
MS, Statistics

Nankai University
Bachelor, Computer Science

Jody J. Iverson Jody J. Iverson Greater Minneapolis-St. Paul Area Details
Jody J. Iverson's Ameriprise Financial Services, Inc. Experience 2007 - June 2015
Job Senior Manager Business Analyst
Industry Financial Services
Experience
Columbia Threadneedle Investments  2013 - Present
Ameriprise Financial Services, Inc.   2007 - June 2015
Ameriprise Financial Services, Inc.   2005 - 2007
Ameriprise Financial Services, Inc.   2002 - 2005

Skills
Mutual Funds, Accounting, Financial Reporting, Process Improvement

Education
Metropolitan State University   2002 — 2006
BS, Accounting

University of Minnesota-Twin Cities   1992 — 1994
General Studies

Kelly Engelhart Kelly Engelhart Tampa, Florida Details
Kelly Engelhart's Ameriprise Financial Services, Inc. Experience 2010 - 2014
Job A1 Agency: Your Insurance Solutions Partner
Industry Insurance
Experience
A1 Agency LLC   2014 - Present
Ameriprise Financial Services, Inc.   2010 - 2014

Skills
Customer Service, Employee Benefits, Insurance, Leadership, Sales, Property

Education
Metropolitan State University
Bachelor's degree, Business Administration and Management, General

Tammy Holthaus Tammy Holthaus Greater Minneapolis-St. Paul Area Details
Tammy Holthaus's Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Xcel Energy
Industry Utilities
Experience
Xcel Energy  May 2014 - Present
Ameriprise Financial Services, Inc.   September 2007 - Present
York Solutions, LLC  July 2013 - April 2014
Ameriprise Financial Services, Inc.   September 2004 - September 2007
Allianz Life  July 1993 - August 2003

Skills
Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, User Acceptance Testing, Process Improvement, Process Consulting, Governance, Project Governance, SDLC, Quality Assurance, Quality Management, SOX Compliancy, Project Management

Education
Metropolitan State University   1995 — 2003
Bachelor, Management Information Systems

St. Cloud State

Chris Kotek Chris Kotek Greater Minneapolis-St. Paul Area Details
Chris Kotek's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Senior Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Ameriprise Bank   2007 - 2010
Ameriprise Financial  2005 - 2007
American Express Financial Advisors  2004 - 2005
American Express Financial Advisors  2004 - 2004
American Express Financial Advisors  2002 - 2004
American Express Financial Advisors  2000 - 2002
American Express Financial Advisors  1999 - 2000
American Express Financial Advisors  1998 - 1999

Skills
Analysis, Banking, Business Development, Business Requirements, Finance, Financial Services, Integration, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Relationship Management, Securities, Six Sigma, Strategy, Vendor Management

Education
Metropolitan State University   2003 — 2007
B.S, Finance

Jennifer Dailey Jennifer Dailey Minneapolis, Minnesota Details
Jennifer Dailey's Ameriprise Financial Services, Inc. Experience October 2007 - Present
Job Employee Relations Specialist
Industry Human Resources
Experience
Ameriprise Financial Services, Inc.   October 2007 - Present
Target Corporation  September 1999 - October 2007

Education
Metropolitan State University   2001 — 2008
HR Management

Michelle Keeley Michelle Keeley Greater Minneapolis-St. Paul Area Details
Michelle Keeley's Ameriprise Financial Services, Inc. Experience 2008 - 2010
Job Public & NonProfit Board Governance | Executive Leadership in Financial Services Industry
Industry Financial Services
Experience
Edward Jones Affiliated Company   August 2015 - Present
On Being Krista Tippett Public Productions   March 2015 - Present
Federal Home Loan Bank of Des Moines and Seattle   January 2015 - Present
The Blake School  2006 - 2015
Ameriprise Financial Services, Inc.   2008 - 2010
Ameriprise Financial Services, Inc.   2002 - 2010
Zurich North America  1990 - 2002

Skills
Investments, Financial Services, Series 7, Loans, Fixed Income, Equities, Asset Allocation, Strategic Financial..., Asset Managment, Mutual Funds, Asset Management, Retirement Planning, Wealth Management, Securities, Investment Advisory

Education
Northwestern University - Kellogg School of Management   1991 — 1993
Masters Degree, Finance

Michigan State University
Bachelor's Degree, International Relations

Brian Tingley Brian Tingley Greater Detroit Area Details
Brian Tingley's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Manager Process and Tool Training at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial  October 2009 - April 2013
Ameriprise Advisor Services, Inc.   July 2009 - October 2009
H&R Block Financial Advisors  2007 - November 2008
H&R Block Financial Advisors  2005 - 2007
H&R Block Financial Advisors  2002 - 2005
OLDE Discount Stockbrokers  1997 - 2000

Education
Michigan State University   1995 — 1997
B.A., Accounting

Michigan Technological University   1992 — 1994

Corey Golden Corey Golden Greater Minneapolis-St. Paul Area Details
Corey Golden's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Quality Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
Ameriprise Financial  January 2007 - October 2009
Ameriprise Financial Services, Inc.   January 2000 - January 2006

Skills
Leadership, Management, Team Leadership, Analysis, Training, Investments, Coaching, Risk Management, Insurance, Business Process, Business Analysis, Business Process..., Call Centers, Financial Services

Education
Metropolitan State University   2014 — 2017
Leadership in a Financial Organization

Saint Paul College-A Community and Technical College   2011 — 2013
Associate of Arts (A.A.), 4.0

Cesar Magsalin Cesar Magsalin Greater Minneapolis-St. Paul Area Details
Cesar Magsalin's Ameriprise Financial Services, Inc. Experience April 1998 - March 2002
Job Senior Accounting Professional Project Consultant with Robert Half Management Resources
Industry Accounting
Experience
Robert Half Management Resources  July 2015 - Present
Robert Half Management Resources  April 2015 - June 2015
Robert Half Management Resources  June 2014 - April 2015
Robert Half Management Resources  September 2012 - April 2014
Robert Half Management Resources  February 2012 - July 2012
Robert Half Management Resources  October 2011 - January 2012
Ameriprise Financial, Inc.   March 2002 - June 2009
Ameriprise Financial Services, Inc.   April 1998 - March 2002
Ameriprise Financial Services, Inc.   March 1996 - April 1998

Skills
Account Reconciliation, Journal Entries, Financial Reporting, Tax, Accounting, Use Tax, General Ledger, Property Tax, Payroll Taxes, Tax Research

Education
Metropolitan State University   1994 — 1998
Bachelor's Degree, Accounting

Michael Ranalla Michael Ranalla Greater Minneapolis-St. Paul Area Details
Michael Ranalla's Ameriprise Financial Services, Inc. Experience March 2007 - Present
Job Technology Auditor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2007 - Present
Ernst & Young  September 2004 - May 2007
Honeywell  October 1995 - August 2002
Orbotech  January 1992 - March 1995
Testerion   1984 - 1990

Skills
SAS70, Risk Management, CISA, SOX, Risk, Risk Assessment, Enterprise Risk..., ITIL, CA/CE, Business Continuity, IT Governance, PCI DSS, ERP, Change Management, Financial Risk, IT Audit, Sarbanes-Oxley Act

Education
Metropolitan State University   1982 — 1987
B.A., Business Finance

Dunwoody Industrial Institute   1983 — 1986
AA, Computer Digital Technology

Julie Bachand Julie Bachand Greater Minneapolis-St. Paul Area Details
Julie Bachand's Ameriprise Financial Services, Inc. Experience January 2009 - September 2011
Job Technology, Human Resources Project Manager, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  September 2011 - Present
Ameriprise Financial Services, Inc.   January 2009 - September 2011
Ameriprise Financial Services, Inc.   May 2007 - December 2009
Ameriprise Financial  February 2008 - November 2009

Skills
Vendor Management, Business Analysis, Process Improvement, Financial Services, Project Management, Cross-functional Team..., Program Management, Change Management, Strategic Planning, Leadership, Project Portfolio...

Education
University of Saint Thomas   1995 — 1998
Masters, Business Communications

Metropolitan State University   1989 — 1992
Bachelor's degree, Marketing Communications

David Rasmusson David Rasmusson Greater Minneapolis-St. Paul Area Details
David Rasmusson's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2010 - Present
Ameriprise Financial  January 2007 - Present
Kowalski's Markets  April 2002 - January 2007

Education
Metropolitan State University   2004 — 2006
B.A, Psychology

University of St. Thomas
Pursuing M.A., Human Resource and Change Leadership

Ryan Ahlfeld Ryan Ahlfeld Greater Chicago Area Details
Ryan Ahlfeld's Ameriprise Financial Services, Inc. Experience October 2006 - December 2008
Job Manager at National Futures Association
Industry Financial Services
Experience
National Futures Association  January 2009 - Present
Ameriprise Financial Services, Inc.   October 2006 - December 2008
Plante Moran  October 2005 - October 2006
Federal Home Loan Bank of Chicago  January 2003 - October 2005
National Futures Association  June 1997 - December 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Negotiation, Financial Analysis, Accounting, Auditing, CPA, Fund Of Funds, Hedge Funds

Education
Michigan State University   1994 — 1997
Bachelor of Arts (BA), Accounting

Western Michigan University   1993 — 1994

Toni Tryan Toni Tryan Greater Detroit Area Details
Toni Tryan's Ameriprise Financial Services, Inc. Experience March 2000 - Present
Job Sr. ManagerLegal Affairs, Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2000 - Present
Freelance Paralegal  February 1995 - Present
Keller & Keller  January 1996 - April 2000
Mark A. Simon, Esq.   August 1993 - August 1995

Skills
Contractual Agreements, Service Delivery..., Analysis, Paralegals, Pleadings, Depositions, Corporate Law, Time Management, Privacy Law, finra

Education
Michigan State University   1987 — 1992
BA Social Science, Pre-Law

Patrick Southard, CRPC® Patrick Southard, CRPC® Minneapolis, Minnesota Details
Patrick Southard, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Senior Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Ameriprise Financial Services, Inc.   February 2010 - October 2014
The UPS Store  March 2008 - December 2010
Ameriprise Financial Services, Inc.   March 2000 - November 2008
Presbyterian Healthcare Services  August 2005 - December 2006

Education
Metropolitan State University of Denver   2006 — 2010
Bachelor of Science (B.S.), Computer Information Systems

Damola Adeogun Damola Adeogun Greater Minneapolis-St. Paul Area Details
Damola Adeogun's Ameriprise Financial Services, Inc. Experience June 2006 - December 2012
Job Compliance
Industry Banking
Experience
Ameriprise Financial Services, Inc.   June 2006 - December 2012

Skills
Risk Management, Banking, Credit, Wealth Management, Relationship Management, Microsoft Excel, Bank Secrecy Act, Series 6, Credit Risk, Microsoft Office, Capital Markets, Data Analysis, Accounting, Mortgage Banking, Internal Audit, Customer Service, Sarbanes-Oxley Act, Consumer Lending, Lotus Notes

Education
Penn Foster Career School   2012 — 2013
Hotel and restaurant management, Hotel, Motel, and Restaurant Management

Metropolitan State University   1996 — 2001
BSc, Business Administration

Christopher Skip Buchanan Christopher Skip Buchanan Palm Beach Gardens, Florida Details
Christopher Skip Buchanan's Ameriprise Financial Services, Inc. Experience January 2010 - September 2015
Job Questar Capital
Industry Financial Services
Experience
Questar Capital  September 2015 - Present
Humana  2002 - Present
Ameriprise Financial Services, Inc.   January 2010 - September 2015
Questar Capital  2015 - 2015
Humana  2002 - 2015
H&R Block  August 2004 - October 2006
JB Hanauer  August 2002 - August 2004
Bankers Life  1989 - 2002
Bankers Life  1989 - 2002

Skills
Investments, Finance, Insurance, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Series 7, Fixed Annuities, Mutual Funds, Portfolio Management

Education
Miami Dade College   1987 — 1988
Marketing

Oakland Community College   1985 — 1986
Marketing

Livonia High School Livonia New York   1975 — 1979
Graduate, Math and Science

Carol Boll Carol Boll Greater Minneapolis-St. Paul Area Details
Carol Boll's Ameriprise Financial Services, Inc. Experience August 2012 - December 2013
Job Communications Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - December 2013
Ameriprise Financial  January 2010 - August 2012
Ameriprise Financial  January 2009 - December 2009
Ameriprise Financial  March 2000 - 2008

Skills
Process Improvement, Business Process..., Internal Communications, Risk Management, Six Sigma Black Belt, Six Sigma Green Belt, Kaizen, Microsoft Office /Suite..., Visio, Six Sigma, Leadership, Management, Cross-functional Team..., Change Management, Analytics, Project Management

Education
Metropolitan State University
BS, Business Adm

Bo Derheim Bo Derheim Greater Minneapolis-St. Paul Area Details
Bo Derheim's Ameriprise Financial Services, Inc. Experience September 2010 - Present
Job Senior Field Administration Licensing, Field Compensation, & Client Transitions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2010 - Present
Wells Fargo  April 2008 - March 2010
Ameriprise Financial  May 2010 - 2010

Skills
Mutual Funds, Investments

Education
Metropolitan State University   2004 — 2008
Finance, Economics, English

University of Minnesota-Twin Cities   2001 — 2004
Biology, English

sonja schultz sonja schultz St. Cloud, Minnesota Area Details
sonja schultz's Ameriprise Financial Services, Inc. Experience May 1987 - November 1993
Job Project Manager at Healthland
Industry Food & Beverages
Experience
Healthland  May 2013 - Present
Independent Consultant  November 1995 - Present
Tastefully Simple, Inc.   November 2002 - March 2013
Ameriprise Financial Services, Inc.   May 1987 - November 1993

Skills
Strategic Planning, Leadership Development, Team Building, Cross-functional Team..., Process Improvement, Management, Direct Sales, Healthcare, Customer Service, Leadership, Budgets, Training, Marketing, Team Leadership, Project Management, Sales

Education
Metropolitan State University
Associate's degree, Business, Management, Marketing, and Related Support Services

Lynn Jancik, ChFC Lynn Jancik, ChFC Greater Minneapolis-St. Paul Area Details
Lynn Jancik, ChFC's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Compliance Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
U.S. Bank   February 2011 - January 2014
First American Funds  December 2005 - January 2011

Education
Metropolitan State University
Bachelors, Finance

Pat Galvin Pat Galvin Dayton, Ohio Area Details
Pat Galvin's Ameriprise Financial Services, Inc. Experience March 2007 - March 2009
Job Receptionist/Administrative Assistant
Industry Financial Services
Experience
The Lake Group   June 2014 - Present
Vantage Point Financial Services   October 2010 - May 2012
Ameriprise Financial Services, Inc.   March 2007 - March 2009

Skills
Multi Tasking, Maintaining Strong..., Relating to Clients, Strengthening Client..., Time Management, Meeting Planning, Meeting Scheduling, Data Entry, Proofreading, Editing, Troubleshooting, Vendor Contracts, Seminar and Client..., Scanning, Copying, Faxing, Supply Purchasing

Education
Miami University
B.S. in Ed, Education

Wright State University
M.S. in Education, School Administration

William Sjoquist William Sjoquist Greater Minneapolis-St. Paul Area Details
William Sjoquist's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Sr. Director Data Management at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2013 - Present
Ameriprise Financial  January 2003 - February 2013
Summit Computer Services   February 1997 - December 2002

Skills
Consultancy, Performance Improvement, People Management, Distributed Databases, IBM Mainframe, Data Management, Management, Budgets, Enterprise Architecture, Coaching, Requirements Analysis, SDLC, Vendor Management, Software Project...

Education
Metropolitan State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Daniel Kelati Daniel Kelati Greater Minneapolis-St. Paul Area Details
Daniel Kelati's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Sr. Finanacial and Regulatory Reporting Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
Wells Fargo Advisors  January 2000 - October 2009

Skills
Government, Microsoft Excel, Microsoft Office, Risk Management, Access, Financial Analysis, Analysis, Financial Reporting, Budgets, Accounting, Account Reconciliation, Financial Accounting, Process Improvement, Auditing, Outlook, Microsoft Word, PowerPoint, Banking, Data Analysis, Managerial Finance, Accounts Receivable, Management, Software Documentation

Education
Metropolitan State University   2006 — 2008
Master of Business Administration (M.B.A.), Accounting

Asmara University   1992 — 1996
Bachelor of Science (B.S.), Accounting

Jonathan Kile Jonathan Kile Greater Minneapolis-St. Paul Area Details
Jonathan Kile's Ameriprise Financial Services, Inc. Experience January 1999 - May 2009
Job System Support Analyst at Wells Fargo, N. A.
Industry Financial Services
Experience
Wells Fargo, N. A.   January 2014 - Present
Experis  2009 - December 2013
Wells Fargo  May 2009 - December 2011
Ameriprise Financial Services, Inc.   January 1999 - May 2009
Target  February 1988 - January 1999
Aetna  January 1986 - January 1988

Education
Metropolitan State University   1998 — 2002
Bachelor of Science, Management Information Systems

Brown Institute   1979 — 1980
Certificate, Computer Programming

Becky Kean Becky Kean Greater Grand Rapids, Michigan Area Details
Becky Kean's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Merchandise Buyer
Industry Retail
Experience
Meijer  2011 - Present
Meijer  2009 - 2011
Meijer  2007 - 2009
CompUSA  2006 - 2007
Ameriprise Financial Services, Inc.   2005 - 2006
Target  2003 - 2005
Target  2001 - 2003
Target  1999 - 2001
MC Sports  1995 - 1999
MC Sports  1988 - 1995

Education
Michigan State University
BA, Human Resource Management

Scott Mears Scott Mears Greater Minneapolis-St. Paul Area Details
Scott Mears's Ameriprise Financial Services, Inc. Experience August 1999 - November 2007
Job Client Service Consultant
Industry Financial Services
Experience
Wells Fargo Bank  November 2007 - Present
US Navy  June 1992 - Present
Woobury Public Safety Department   January 2007 - April 2012
Ameriprise Financial Services, Inc.   August 1999 - November 2007

Skills
Brokerage Back Office..., Omnibus Mutual Fund..., Mergers and Acquisitions, Management, Back Office, Mergers, Training, Analysis, Microsoft Office, Budgets, Organizational..., Microsoft Excel, Performance Management, Management Consulting, Business Process..., Project Planning, Public Speaking, Team Leadership, Negotiation, Government, Leadership Development, Mergers

Education
Metropolitan State University   1993 — 1996
Bachelor of Business Administration (BBA), Finance, General

University of Minnesota-Twin Cities   1989 — 1991
Bachelor's degree, Business Administration and Management, General

Jami Tuma Jami Tuma Greater Minneapolis-St. Paul Area Details
Jami Tuma's Ameriprise Financial Services, Inc. Experience January 2007 - December 2011
Job at
Industry Accounting
Experience
Columbia Threadneedle Investments, US  May 2014 - Present
Columbia Management  December 2011 - May 2014
Ameriprise Financial Services, Inc.   January 2007 - December 2011

Skills
Strategic Financial..., Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Tax, Account Reconciliation, Financial Analysis, Accounting, GAAP, PowerPoint, Variance Analysis, Accounts Payable, Finance, Internal Controls, Financial Planning, Management, Microsoft Office

Education
Metropolitan State University   2011 — 2013
Master of Business Administration (MBA), Finance, General

College of St. Catherine   2007 — 2008
BS, Accounting

Janice Ricks Janice Ricks Greater Minneapolis-St. Paul Area Details
Janice Ricks's Ameriprise Financial Services, Inc. Experience November 1997 - August 2003
Job Administration at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  June 2004 - Present
Ameriprise Financial Services, Inc.   November 1997 - August 2003
U.S. Bank   April 1987 - November 1997

Skills
Financial Services, Customer Service, Banking, Leadership, Credit, Portfolio Management, Loans, Relationship Management, Microsoft Office, Securities, Global Outlook, Outlook

Education
Metropolitan State University   2012 — 2013

Casey McClurkin Casey McClurkin South Portland, Maine Details
Casey McClurkin's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Client Services Associate
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Exclusive Resorts  April 2012 - June 2015
Exclusive Resorts  August 2008 - March 2012
Arrow Electronics  2006 - 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Budgets, Salesforce.com, Eloqua, Financial Analysis, Leadership, Strategic Planning, Marketing Communications, Forecasting, Management, Sales Operations, Analysis, Budgeting

Education
Metropolitan State College of Denver
BS, Accounting

Barbara Jenisio Barbara Jenisio Greater Minneapolis-St. Paul Area Details
Barbara Jenisio's Ameriprise Financial Services, Inc. Experience July 2011 - December 2012
Job PMO Project Coordinator at Hallmark Business Connections
Industry Financial Services
Experience
Hallmark Business Connections  November 2014 - Present
York Solutions (Target Corporation)   May 2014 - July 2014
Wells Fargo Home Mortgage PMO   May 2013 - February 2014
Ameriprise Financial Services, Inc.   July 2011 - December 2012
Ameriprise Financial  October 2010 - July 2011
Express Limited  June 2004 - June 2010
Elire, Inc  August 2007 - September 2008
Ameriprise Financial  June 2002 - April 2007

Skills
Project Coordination, Program Management, Corporate Communications, Benefits Administration, Marketing Strategy, Market Research, Microsoft Office, Budget, Web Design Coordination, Event Planning, Multi Tasking, Retail Merchandising, Management

Education
Metropolitan State University   2002 — 2003
Bachelor of Science (B.S.), Marketing Management

Metropolitan State University   2009 — 2014
Bachelor's Degree, Accounting

Normandale Community College   2000 — 2002
Associate of Arts (A.A.), Art/Art Studies, General

Jacob Kurgan Jacob Kurgan Pickerington, Ohio Details
Jacob Kurgan's Ameriprise Financial Services, Inc. Experience May 2007 - September 2012
Job Student at Miami University
Industry Accounting
Experience
Ameriprise Financial Services, Inc.   May 2007 - September 2012

Skills
Microsoft Excel, Access, Microsoft Word, PowerPoint

Education
Miami University   2011 — 2015
Accounting

Matthew Casey CFP Matthew Casey CFP Maumee, Ohio Details
Matthew Casey CFP's Ameriprise Financial Services, Inc. Experience April 1994 - July 2012
Job Financial Services Professional at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio  January 2013 - Present
Ameriprise Financial Services, Inc.   April 1994 - July 2012

Education
Miami University   1987 — 1991
Bachelor's degree, Finance, General

St. Francis de Sales High School   1983 — 1987

Kris Schoeder Kris Schoeder Minneapolis, Minnesota Details
Kris Schoeder's Ameriprise Financial Services, Inc. Experience September 2006 - August 2012
Job Customer Service Insurance/Financial Professional
Industry Financial Services
Experience
Robert half - office team  February 2015 - Present
The TJX Companies, Inc.   November 2014 - January 2015
Associated Insurance Counselors   September 2013 - May 2014
Ameriprise Financial Services, Inc.   September 2006 - August 2012
General Casualty Insurance Company - current name QBE of the Americas   February 1995 - May 2006

Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Insurance, Process Improvement, Leadership, Financial Services, Customer Service..., Data Analysis, Typing, Marketing Communications, Technical Writing, Radio Promotions, People Skills, Microsoft Word, Root Cause Analysis, Shorthand, Language Teaching, Creative Writing, Risk Management, Outlook, Customer Service, Microsoft Office, Lotus Notes

Education
Kaplan University Preparation Classes for P&C License Testing   2013 — 2013
Property and Casualty (P&C) Insurance Producer License in MN, Insurance - Property and Casualty Commercial and Personal Lines Insurance

Kaplan University Seminar for Securities License Testing Preparation   2006 — 2006
Series 6 Securities License - FINRA - inactive, Investments and Securities

Metropolitan State University   1987 — 1989
Bachelor of Arts (BA), General Studies with emphasis in Communications-Media Related

Park College of Maryland   1983 — 1986
Associate's degree, Mathematics and Management, 67 hours

Non Commissioned Officer Training USAF   1982 — 1986
NCO Certificate, Military Focused Leadership, History and Management Skills

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