Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
AXA 2007 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Invesco US 2000 - 2003
MFS Investment Management 1999 - 2000
Piper Jaffray 1994 - 1998
Merrill Lynch 1993 - 1994
Bank of America InvestServices 1988 - 1993
Skills
Wealth Management, Financial Advisory, Series 63, Mutual Funds, Series 7, Investments, Asset Allocation, Investment Advisory, Fixed Annuities, Series 6, Variable Annuities, Separately Managed..., FINRA, 401k, ETFs, Retirement, Strategic Financial..., Series 65, Retirement Planning, Series 24, Uniform Combined State..., IRAs, Alternative Investments, Asset Management, Equities, Wealth Management..., Securities, Fixed Income, 529 Plans
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Business Administration Econ/Finance/Management
Thoughtful Financial Planning May 2014 - Present
Metro Transit June 2014 - Present
Self-Employed September 2009 - Present
Gradient Financial Group December 2013 - March 2014
Ameriprise Financial Services, Inc. August 2013 - December 2013
Ameriprise Financial Services, Inc. October 2009 - March 2013
Ameriprise Financial July 2007 - October 2009
Ameriprise Financial June 2004 - May 2007
Éducation Nationale de France August 2003 - January 2004
Ameriprise Financial Services, Inc April 1997 - April 2003
Education
Minnesota State University, Mankato 2005 — 2006
Certificate, Financial Planning
Securian Financial Group October 2013 - Present
Minnesota Life, a Securian Company February 2011 - September 2013
Minnesota Life, a Securian Company January 2009 - February 2011
Ameriprise Financial Services, Inc. August 2006 - October 2008
PRACS Institute, Ltd. July 2004 - December 2006
ShoreMaster December 2005 - December 2005
Skills
Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Strategic Planning, Strategy Implementation, Process Improvement, Creative Solutions, Process Efficiency, Leadership, Cross-functional..., Conflict Management, Interpersonal Skill, Negotiation, Employee Benefits, Empowerment, Actuarial Science, Life Insurance, Disability Insurance, Change Management, Project Management, Presenter, Investment Advisory, Group Work, Mutual Funds, Project Coordination, Statistics, Sales, Finance, Management, Term Life Insurance, Underwriting, CRM, Financial Planning
Education
Minnesota State University, Mankato 2010 — 2013
Master of Business Administration (M.B.A.), Global Business, Leadership and Organizational Change, 3.76
Minnesota State University, Moorhead 2002 — 2006
Bachelor of Science (B.S.), Mathematics - Actuarial Science, 3.14
Minnesota State University, Moorhead 2002 — 2006
Bachelor of Science (B.S.), Business Management, 3.85
Minnesota State University, Moorhead 2002 — 2006
Minor, Economics, 4.0
East Grand Forks Senior High
3.98
Ameriprise Financial Services, Inc. 2012 - Present
Smith Barney 2000 - 2010
Education
Minnesota State University, Mankato 1983 — 1985
Bachelor of Science (B.S.), Marketing
Rochester Community and Technical College 1981 — 1983
Associate's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors June 2007 - June 2012
Piper Jaffray / UBS August 2004 - June 2007
AXA Advisors June 2002 - August 2004
TekRep, Inc. December 1989 - June 2002
Education
Minnesota State University, Mankato 1972 — 1975
Bachelor of Science, Business Administration
Target January 2015 - Present
Target February 2014 - January 2015
Weight Watchers September 2011 - December 2014
Ameriprise Financial Services, Inc. May 2007 - March 2009
Ameriprise Financial Services, Inc. January 2005 - May 2007
Skills
Administrative..., Outlook, Data Entry, Customer Service, Office Administration, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Training, Administration, Coaching, Administrative...
Education
Minnesota State University, Mankato 1997 — 2002
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Ameriprise Financial Services, Inc. April 2013 - Present
TCF Bank June 2011 - April 2013
Skills
Banking, Retail Banking, Risk Management, Financial Risk, Anti-fraud, AML, Internal Investigations, Anti Money Laundering, Financial Services, KYC
Education
Minnesota State University, Mankato 2005 — 2009
Bachelor of Science (B.S.), Mathematics Teacher Education
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. December 2012 - November 2014
Ameriprise Financial Services, Inc. August 2010 - December 2012
D'Amico Catering June 2009 - December 2010
AccountAbility Minnesota January 2010 - April 2010
Skills
Retirement Planning, Retirement, Financial Advisory, Insurance, Wealth, Finance, Series 7, Financial Services, Series 63, Strategic Financial..., Estate Planning, Wealth Management, Investments, Securities, Mutual Funds
Education
University of St. Thomas 2011 — 2014
Bachelor's degree, Accounting
Minnesota State Community and Technical College 2005 — 2008
Associate of Arts, Accounting
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - July 2014
Ameriprise Financial Services, Inc. December 2012 - August 2013
Ameriprise Financial Services, Inc. November 2011 - September 2012
Skills
Insurance, Cash Flow Management..., Microsoft Office, Customer Service, Financial Analysis, Strategic Financial..., Investments, Microsoft Excel, Retirement Planning, Retirement, Analysis, Fixed Annuities, Budgets, Finance, Financial Planners, Forecasting, Wealth Management
Education
Minnesota State University, Mankato 2006 — 2010
BS, Finance
Ameriprise Financial Services, Inc. March 2013 - Present
The Schwan Food Company 2004 - 2009
Education
Minnesota State University, Mankato 1998 — 2000
Bachelor of Science (B.S.), Computer and Information Systems
The University of South Dakota 1993 — 1997
Bachelor of Science (B.S.), Biology, General
Ameriprise Financial Services, Inc. December 2014 - Present
Recruitment & Retention OASIS MSu-Mankato October 2010 - December 2014
East HS - Mankato January 2011 - June 2012
Education
Minnesota State University, Mankato 2010 — 2014
Bachelor of Science (B.S.), Finance, Corporate, B
Central High School 2006 — 2010
Generals
Ameriprise Financial Services, Inc. September 1992 - Present
Keuhn Pearson Brokerage May 1989 - June 1992
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor's degree, Marketing/Marketing Management, General
Redwood Falls, MN 1978 — 1981
Bachelor of Science (BS), Marketing/Marketing Management, General
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - June 2015
Ameriprise Financial Services, Inc. September 2012 - June 2015
Ameriprise Financial Services, Inc. June 2010 - September 2012
Coulter, Schmidt & Klein Private Wealth Advisors October 2009 - June 2010
Ameriprise Financial: Coulter, Schmidt & Klein a financial advisory practice of Ameriprise Financial December 2007 - October 2009
Skills
Integrity, Leadership, Coaching, Sales, Emotional Intelligence, Financial Planning, Finance, Financial Advisory, Insurance, Retirement Planning, Fixed Annuities, Estate Planning, Investments, Financial Planners, Wealth, Retirement, Wealth Management, Series 7, Retirement Planning..., Estate Planning..., Wealth Preservation..., Education Planning, Committed to..., Mutual Funds
Education
Minnesota State University, Mankato 2005 — 2009
Finance, Investment Analysis, Economics, Accounting & Business Administration
Pleasant Valley High School
General Education, High School
Minnesota Vikings Football, LLC May 2015 - Present
Minnesota Swarm December 2014 - May 2015
Minnesota Vikings Football, LLC June 2014 - December 2014
Ameriprise Financial Services, Inc. February 2014 - June 2014
Minnesota Vikings Football, LLC April 2012 - February 2014
Minnesota Twins March 2011 - August 2012
Minnesota Vikings Lockerroom August 2010 - August 2011
Minnesota State University, Mankato January 2009 - May 2010
Minnesota Vikings Football, LLC September 2008 - January 2009
Skills
Sports Marketing, Ticket Sales, Sports, Event Planning, Facebook, Social Media, Event Management, Customer Service, Social Media Marketing, Microsoft Office, Public Relations, Marketing, PowerPoint, Outlook, Microsoft Word, Blogging, Adobe Creative Suite, Microsoft Excel, Newsletters, Sports Management, Archtics, Sales, Sponsorship
Education
Minnesota State University, Mankato 2006 — 2010
Bachelor's degree, Sports Managment
Mankato West 2002 — 2004
Hutchinson High School 2000 — 2001
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - October 2013
AMEC 2010 - 2011
NowDocs September 2008 - April 2010
James Tower February 2008 - September 2008
Education
Minnesota State University, Mankato 2007 — 2010
Bachelor's degree, Finance: Estate Planning and Insurance
South Central College 2005 — 2007
Associate's degree, Computer Networking
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. April 2014 - September 2014
South Carolina Stingrays 2012 - 2013
Vallentuna, Sweden December 2011 - March 2012
Skills
Sports Management, Sports, Ice Hockey, Teamwork, Leadership, Athletics, Microsoft Office, Communication, Superior Work Ethic, Mathematics, Team Leadership, Networking, Building Relationships, Trading, ThomsonOne, Mutual Funds, Equities, Microsoft Excel, Customer Relations, Coaching
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science (B.S.), Finance - Investment Analysis
Ameriprise Financial Services, Inc. March 2001 - Present
Skills
Microsoft Word, Aspect, Microsoft Excel, High Organizational..., Training, Visio, Insurance, Time Management, Access, Data Analysis, Call Centers, Business Analysis, Finance, Business Process..., Customer Service
Education
Minnesota State University, Mankato 1989 — 1994
Bachelor of Science (BSc), Industrial and Organizational Psychology
Blue Cross and Blue Shield of Minnesota February 2014 - February 2015
Moore Creative Talent, Inc. October 1995 - 2015
Hollstadt & Associates April 2013 - February 2014
TCF Bank July 2012 - April 2013
Theater Latté Da September 2012 - November 2012
Wells Fargo May 2011 - January 2012
Thrivent Financial for Lutherans August 2007 - December 2010
Ameriprise Financial Services, Inc. December 2005 - July 2007
American Express Financial Advisors 2001 - 2005
American Express Financial Advisors 1997 - 2001
Skills
Financial Regulation, Bank Secrecy Act, Risk Management, Banking, Securities, AML, Operational Risk..., Leadership, Business Process..., Technology Integration, Project Management, Software Project..., Business Process..., Vendor Relationships, Cross-functional Team..., Thought Leadership, Public Speaking, Communication Skills, Procedure Development, Policy Writing, Risk Assessment, Program Management, Finance, Financial Services, Fraud, KYC, Management, OFAC, Operational Risk, Regulations, USA PATRIOT Act, Governance, Internal Audit, Process Improvement, Training, Enterprise Risk..., Policy, Anti Money Laundering
Education
Minnesota State University, Mankato 1990 — 1994
Bachelor of Science (B.S.), Acting/Directing, Magna Cum Laude
Ameriprise Financial Services, Inc. May 2007 - Present
Univita Health Inc November 2004 - May 2007
Thrivent Financial for Lutherans 1986 - 2003
Skills
Compliance, Regulatory Requirements, Insurance, Project Management, Advertising, Regulations, Applications, FINRA, Federal & State..., Customer Service
Education
University of Saint Thomas 1993 — 1999
Master of Business Administration (MBA), Marketing
Minnesota State University, Mankato 1980 — 1984
Bachelor of Science (B.S.), Social Work
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - June 2012
MetLife May 2004 - August 2011
American Express Financial Advisors July 2002 - March 2004
American Express Financial Advisors July 1999 - June 2002
Prudential Insurance March 1997 - June 1999
Skills
Investments, Series 7, Morningstar, Asset Management, Technical Analysis, Customer Service, Trading, Mutual Funds, Research, Asset Allocation, Investment Strategies, Series 65, Portfolio Management, Securities, Economics, Managed Accounts, Wealth Management, Retirement Income..., Alternative Investments, Fixed Income, Financial Analysis, ETFs, Margin, Structured Products, Syndicate, Action Selling, Options Strategies, Closed-end Funds, Bond Markets, Options, FINRA
Education
Minnesota State University, Mankato 1992 — 1997
Bachelor or Science, Business Administration, Major: Corporate Finance, Minors: Accounting & Economics
Jordan High School 1989 — 1992
Ameriprise Financial Services, Inc. January 2013 - Present
Wells Fargo Home Mortgage March 2012 - June 2012
Dino's Pizzeria May 2009 - July 2011
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science (B.S.), Business and Marketing
Cricket Wireless 2013 - 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. 2009 - August 2011
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1996 - 2002
Skills
Process Improvement, Strategic Planning, Instructional Design, Training Delivery, Virtual Distance..., Corporate Events, Program Management, Technology..., Team Leadership, Logistics, Cross-functional Team..., Virtual Teams, Organizational Design, WebEx, Network Administration, E-Learning, Solution Implementation, Training, Strategy, Leadership, Employee Training, Coaching, Webinars, Event Management, Blended Learning, Leadership Development, Management, Software Documentation, Staff Development
Education
Minnesota State University, Mankato
BFA, Creative Arts
St. Thomas University, Minnesota
Project Management Mini Masters Certificate
InSync Training, LLC
Certified Synchronous Learning Expert/Design & Facilitation, Distance Learning Education
Bob Pike Creative Training Techniques
Presenter Skills, Design, Facilitation
VA Classroom Online Course
Social Media Marketing Certificate
VA Classroom Online Course
Teleseminar Specialist Certificate
Webinar Mastery Bootcamp
Certificate, Michelle Schoen, Virtual Event Management
Fairview Health Services June 2014 - Present
US Banccorp May 2011 - April 2013
Ameriprise Financial Services, Inc. November 2009 - May 2011
The Hartford August 2008 - November 2009
Skills
Investment Research, Data Analytics, Investment Operations, Investment Banking, Mutual Funds, Customer Service, Alternative Investments, Banking
Education
University of Wisconsin-Eau Claire
Finance, General
Minnesota State University, Mankato
Finance, General
Woodbury High School
Amplifon Hearing Health Care 2015 - Present
LML Consulting, LLC 2009 - 2015
UnitedHealth Group 2007 - 2009
Ameriprise Financial Services, Inc. 2002 - 2006
Ameriprise Financial Services, Inc. 1998 - 2002
Ameriprise Financial Services, Inc. 1996 - 1998
Ameriprise Financial Services, Inc. 1995 - 1996
IMI Cornelius 1994 - 1995
Comtrol Corporation 1991 - 1994
Kurt Manufacturing 1988 - 1991
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Cross-functional Team..., Product Marketing, Marketing, Management, Budgets, Lead Generation, Market Research, Strategic Planning, Project Management, Trade Shows, Recruiting, Life Insurance, Advertising, Coaching, Team Building, Brand Management, Leadership, B2B, Product Launch, Brand Awareness, Vendor Relations, Budget Management, Negotiation, Problem Solving, Fundraising, Competitive Analysis, Project Planning, Financial Services, Public Relations, Marketing Research, Business Strategy, Newsletters, Team Leadership, Values-based Leadership, Trusted Business Partner, Customer Acquisition, Healthcare, Segmentation, B2B Marketing, Editing, Program Management, Social Media Marketing, Marketing Management, Salesforce.com, SharePoint, Social Media, Strategy
Education
University of Saint Thomas 1999 — 2001
Masters in Business Administration, Executive MBA
Minnesota State University, Mankato
Bachelor of Science, Marketing & Management
Ameriprise Financial Services, Inc. January 2011 - Present
ATK September 2005 - July 2007
ATK January 2003 - September 2005
ATK February 2000 - January 2003
ATK July 1994 - February 2000
ATK October 1990 - July 1994
Honeywell September 1979 - September 1990
Skills
Process Improvement, Finance, Program Management, Leadership, Retirement Planning, Management, Investments, Financial Analysis, Retirement, Cross-functional Team...
Education
Minnesota State University, Mankato 2007 — 2008
Certificate, Financial Planning Certificate Program
University of Minnesota-Twin Cities 1990 — 1993
Masters of Business Administration, Finance Concentration
University of Louisiana at Lafayette 1976 — 1979
Bachelor of Science, Accounting
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - February 2013
CoreLogic November 2009 - July 2010
Donaldson Company Inc May 2006 - November 2009
Carlson Wagonlit Travel October 2004 - May 2006
Ameriprise Financial Services, Inc. July 1996 - October 2004
Skills
Onboarding, Employee Relations, Human Resources, Talent Management, Organizational..., Talent Acquisition, Workforce Planning, Performance Management, Coaching, Employee Engagement, Employee Benefits, Deferred Compensation, Applicant Tracking...
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MA, Human Resources/Industrial Relations
Minnesota State University, Mankato
MS, Rehabilitation Counseling
University of Minnesota-Twin Cities
BA, Sociology
BAUER COMPRESSORS INC. February 2015 - Present
Ameriprise Financial Services, Inc. 2014 - January 2015
Confluence Marketing 2013 - 2013
DKY 2011 - 2012
SCHERMER 2010 - 2011
Wine Industry 2009 - 2010
DKY 2002 - 2008
Northwest Airlines 1997 - 2001
Fallon 1996 - 1997
Skills
Lead Generation, B2B, Website Development, Corporate Branding, Media Planning, B2B Marketing, Mobile Marketing, Brand Management, Competitive Analysis, Marketing Management, Brand Architecture, Account Management, SEO, SEM, Social Media Marketing, Brand Development..., B2C, Brochures, Creative Direction, Digital Media, Marketing, Strategy, Building Relationships, Brand Development
Education
Minnesota State University, Mankato
B.S., Marketing and International Business
Carnforth, England and Schladming, Austria
Study-abroad program
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. July 2011 - June 2012
Zinncorp January 2011 - July 2011
Zinncorp October 2010 - November 2010
"In Transition" June 2010 - September 2010
Target June 2006 - June 2010
Target October 1998 - June 2006
Target October 1995 - October 1998
Skills
Business Intelligence, Data Warehousing, Software Development, SDLC, Project Management, Solution Architecture, Leadership, Databases, Management, Architecture, Business Process, Software Documentation, Project Planning, IT Strategy, Business Analysis, Enterprise Architecture, Integration, Data Modeling, Requirements Analysis, Software Project..., Requirements Gathering, SOA
Education
Minnesota State University, Mankato 1985 — 1989
BS, Computer Science/MIS
Wealth Enhancement Group September 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - September 2012
Edward Jones Mortgage May 2010 - March 2011
Skills
Series 7, Series 63, Series 65, CRPC® Chartered...
Education
Minnesota State University, Mankato 2004 — 2009
Bachelor of Science, Speech Communication
Ameriprise Financial Services, Inc. September 2011 - Present
Ameriprise Financial Services, Inc. March 2007 - September 2011
Avnet July 2005 - February 2007
Dynamics Research Corporation September 2001 - July 2005
IBM Global Process Services July 1998 - September 2001
Skills
Program Management, Project Management, Business Analysis
Education
Minnesota State University, Mankato 1993 — 1995
Aviation/Airway Management and Operations
The University of North Dakota 1990 — 1992
Bachelor of Applied Science (BASc), Aviation/Airway Management and Operations
Burnsville High School 1987 — 1990
American Electric Power April 2013 - Present
STRS Ohio 2006 - 2012
Ameriprise Financial Services, Inc. September 1999 - September 2006
Skills
Equities, Fixed Income, Trading, Equity Trading, Portfolio Management, Hedge Funds, Options, Risk Management, Valuation, Investments, Equity Research, Bloomberg, Electronic Trading, Financial Markets, Capital Markets, Financial Analysis, Financial Modeling, Securities, Microsoft Excel, Derivatives, Series 63, Series 7, Trading Systems, Budgeting, Mutual Funds, Alternative Investments, Strong Bloomberg and..., ETFs, Market Structure, Asset Allocation, Equity Derivatives, Budget, FX, Futures, Asset Managment, Investment Strategies, Technical Analysis, Bonds, Financial Risk, Stocks, Investment Valuation, Asset Management
Education
University of St. Thomas 2003 — 2005
Master of Business Administration (MBA), Business Administration - Emphasis Finance
Minnesota State University, Mankato 1995 — 1999
Bachelor of Science (B.S.), Institutional Finance and Analysis Finance
Ameriprise Financial Services, Inc. April 2011 - Present
US Bank November 2010 - February 2011
Walgreens June 2007 - November 2010
Walgreens June 2007 - July 2008
Walgreens December 2006 - June 2007
Skills
Management, Merchandising, Customer Satisfaction, Project Management, Securities, Troubleshooting, Retail
Education
Minnesota State University, Mankato 2004 — 2008
Finance, Business, Management
Minnesota State University, Mankato 2004 — 2008
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. Analyze, design and test financial planning software tools.$
Skills
Testing, Microsoft Office, Microsoft Excel, Financial Services, PowerPoint, Customer Service, Business Analysis
Education
Minnesota State University, Mankato
Financial Planning Certificate Program
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial Services, Inc. March 2003 - November 2011
Ameriprise Financial Services, Inc. June 1998 - March 2003
U.S. Bancorp Investments, Inc December 1994 - June 1998
Skills
Series 7, Managed Accounts, Series 63, Product Management, Separately Managed..., Managing Accounts, Financial Services, Investments, Relationship Management
Education
Minnesota State University, Mankato 1988 — 1993
BS, Finance
Ameriprise Financial Services, Inc. August 2014 - Present
Mutual of Omaha January 2012 - August 2014
Mutual of Omaha 2010 - 2011
Mutual of Omaha January 2010 - December 2010
Northwestern Mutual June 2008 - May 2009
Ameriprise Financial Services, Inc. October 2006 - May 2007
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Long-term Care, Insurance, Long Term Care Insurance, Critical Illness, Retirement, IRAs, 401k Rollovers, Universal Life, Roth IRA, Whole Life, 401k, Permanent Life Insurance, College Savings Plans, Health Insurance, Financial Planners, Variable Annuities
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Eagan High School
Ameriprise Financial Services, Inc. October 2014 - Present
Sioux City Explorers March 2014 - October 2014
HealthPartners October 2013 - March 2014
Sioux City Explorers March 2013 - October 2013
Sioux City Explorers May 2012 - September 2012
Skills
Customer Service, Microsoft Office, Social Media, Management, Public Speaking, Microsoft Excel, Marketing, Event Planning, Sales, Event Management
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science (BS), Sport Management
Ameriprise Financial Services, Inc. October 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - October 2010
Ameriprise Financial Services, Inc. December 2006 - April 2009
American Express February 2002 - December 2006
American Express July 1999 - February 2002
Skills
Series 7, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Financial Services, Asset Allocation, Investments, Financial Advisory, Relationship Management, Leadership, Finance, Business Planning, Strategic Planning, Financial Planning, Training Program...
Education
Minnesota State University, Mankato
Social Sciences
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - July 2015
Ameriprise Financial Services, Inc. June 2010 - November 2011
AgStar Financial Services April 2009 - May 2010
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (MBA)
Minnesota State University, Mankato 2006 — 2010
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial 1997 - Present
American Express Financial Advisors 1986 - 1997
American Express Financial Advisors 1982 - 1986
IDS Financial Services, Inc 1979 - 1982
Education
Minnesota State University, Mankato 1973 — 1977
BS Teaching, English; Speech and Theatre
Ameriprise Financial Services, Inc. September 2015 - Present
South Central College September 2013 - Present
YMCA of the Greater Twin Cities June 2014 - August 2015
Skills
Microsoft Office, English Grammar, Teaching English as a..., Organizational..., Time Management, Communication
Education
Minnesota State University, Mankato 2014 — 2016
Business Administration and Management, General
South Central College 2012 — 2014
Associate's degree
Ameriprise Financial Services, Inc. April 2009 - Present
Kg Realty July 2008 - June 2009
Ameriprise Financial Services, Inc. August 2008 - April 2009
Ameriprise Financial Services, Inc. August 2007 - August 2008
Ameriprise Financial Services, Inc. February 2007 - August 2007
Room to Room Interiors September 2004 - December 2006
Mark's Economart April 2004 - December 2004
Education
Minnesota State University, Mankato 2006 — 2008
Finance, Emphasis in Financial Planning
Ridgewater College 2004 — 2006
Post-Secondary Enrollment Options (PSEO) program
Glencoe-Silver Lake High School 2002 — 2006
Digi-Key Electronics April 2015 - Present
Ameriprise Financial Services, Inc. February 2015 - Present
Drake Consulting December 2006 - Present
CPC - Colder Products Company November 2014 - January 2015
Virtual Dynamix February 2011 - November 2014
Best Buy August 2012 - October 2012
Deluxe Corporation August 2010 - December 2010
Target March 2010 - September 2010
United Health Group February 2009 - January 2010
Innovis Health February 2008 - January 2009
Skills
Citrix, VMware Certified..., Hyper-V, Xendesktop, XenApp, XenClient, AppSense, Active Directory, Lync Server 2010, Xenserver, LoadRunner, Powershell, Netscaler, Citrix Metaframe, Xen, Data Center
Education
Minnesota State Community and Technical College 2002 — 2004
Associate's degree, Network and System Administration/Administrator
Shanley High School 1998 — 2002
Diploma
U.S. Bank April 2015 - Present
U.S. Bank April 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - November 2014
Ameriprise Financial Services, Inc. February 2012 - September 2013
AXA Advisors February 2011 - February 2012
Minnesota School of Business January 2009 - December 2010
I. C. System November 2008 - November 2010
New York & Company February 2006 - June 2006
Culvers Restaurant April 2004 - December 2005
Skills
Retirement Planning, Financial Planning, Investments, Finance, Retirement, Insurance, Series 7, Time Management, Financial Services, Customer Service, CRM, Financial Advisory, Microsoft Office, Sales
Education
Minnesota School of Business 2009 — 2010
Associate's Degree, Business Administration
Ameriprise Financial Services, Inc. September 2015 - Present
Modera Wealth Management, LLC January 2015 - September 2015
Creative Financial Group of NJ July 2014 - January 2015
The Guardian Life Insurance Company of America July 2012 - July 2014
Ameriprise Financial January 2011 - July 2012
Ameriprise Financial April 2009 - January 2011
Ameriprise Financial October 2006 - April 2009
Ameriprise Financial Services, Inc. September 2004 - October 2006
Skills
Strategic Financial..., Financial Planning, Retirement Planning, Series 7, Investments, Financial Advisory, Coaching, Insurance, Financial Services, Leadership, Marketing, Finance, Uniform Combined State..., Sales, Wealth Management, Strategic Planning, Mutual Funds, Retirement, Staff Development, 401k, Series 63, Fixed Annuities, Morningstar, Analysis, Employee Benefits, CRM, Securities, Life Insurance, Content Development, Training & Development, Case Analysis, Salesforce.com, Staff Training, Investment Advisory, Investment Strategies, Estate Planning, Management, Asset Management, Disability Insurance, Recruiting, Leadership Development
Education
Minnesota State University, Mankato 2008 — 2009
Financial Planning Certificate
Minnesota State University, Mankato 2000 — 2004
BS, Mass Communications Public Relations
Maple Grove Senior High 1996 — 2000
General
Roman Charles Management May 2015 - Present
Best Buy February 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - January 2015
Best Buy November 2010 - January 2015
Global Committee August 2013 - May 2014
Dairy Queen July 2006 - May 2010
Skills
Merchandising, Inventory Management, Retail, Sales, Customer Service, VoIP, Business, Empathy, Communication, Time Management, Customer Driven, Public Speaking, Personal Responsibility, Marketing, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word
Education
Minnesota State University, Mankato 2010 — 2014
Bachelor of Science, International Business and Marketing
Rouen Business School 2013 — 2013
Bachelor's Degree, International Business
Durand High School
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial September 2010 - Present
Chas' Sports Pub/Restaurant January 2008 - April 2011
Ameriprise Financial February 2006 - November 2008
Ameriprise Financial July 2004 - February 2006
American Express Financial Advisors April 2002 - July 2004
American Express Financial Advisors January 2000 - April 2002
American Express Financial Advisors February 1998 - January 2000
Education
Minnesota State University, Mankato 1990 — 1994
BA, Finance/Accounting
Ameriprise Financial Services, Inc. May 2013 - Present
Animal Adventure December 2010 - August 2012
Animal Adventure January 2008 - December 2010
Skills
QuickBooks, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Strongly self-motivated, Building Effective..., Multi Tasking, EDI, Contact Manager
Education
Minnesota School of Business-Plymouth 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Normandale Community College 2002 — 2004
Associate of Arts (AA), General Education
Farm Bureau Financial Services March 2013 - Present
Colonial Life September 2012 - December 2012
Ameriprise Financial Services, Inc. December 2011 - August 2012
Thrivent Financial for Lutherans February 1996 - July 2011
MetLife Financial Services 2003 - 2009
Skills
Investments, Financial Services, Sales Management, Financial Advisory, Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Disability Insurance, Estate Planning, Long-term Care, Long Term Care Insurance, Term Life Insurance, Variable Annuities, 401k, Analysis, Finance, Retirement, Risk Management
Education
Minnesota State University, Mankato 1988 — 1990
Business Administration, Marketing and Finance
Southwest Minnesota State University 1985 — 1988
Minnesota State University, Mankato November 2014 - Present
Minnesota State University, Mankato March 2006 - Present
Minnesota State University, Mankato May 2014 - August 2014
Ameriprise Financial Services, Inc. 2004 - 2006
E-Travel Experts/Affiliated Computer Services 2001 - 2004
Precision Press 1999 - 2001
Midwest Wireless 2000 - 2000
Skills
Employee Relations, Human Resources, Customer Service, Performance Management, Career Counseling, ADP Payroll, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Talent Acquisition, FMLA, Benefits Administration, Microsoft Word, Team Building, Recruiting, Strategic Planning, Teamwork, Onboarding, Community Outreach, Employee Benefits, Outlook, Organizational..., Personnel Management, Training, Leadership Development, Temporary Placement, College Recruiting, Budgets, Employee Engagement, Talent Management, Employee Training, Leadership, Public Speaking, Resume Writing, Interviews, Project Management, Management, Coaching, Career Development, Time Management, Applicant Tracking..., Staff Development
Education
Minnesota State University, Mankato 1997 — 2001
Bachelor of Science, Human Resource Management
Ameriprise Financial Services, Inc. March 2015 - Present
Assurant Health April 2013 - February 2015
Ameriprise Financial Services, Inc. February 2011 - April 2013
Clear Channel Communications June 2006 - April 2012
Assurant Health January 2007 - October 2010
Contractor July 1995 - August 2004
WIS February 1977 - February 1995
Education
College For Financial Planning 2012 — 2012
CRPC®
Minnesota School of Business 2004 — 2006
AAS, Digital Video and Media Production
University of MN 1977 — 1982
Music BFA Program, Music
Ameriprise Financial Services, Inc. March 1988 - Present
Education
Minnesota State University, Mankato 1982 — 1986
B.S., Finance
Ameriprise Financial Services, Inc. May 2011 - Present
Rainbow Lawncare March 2010 - December 2010
Rainbow Treecare June 2009 - October 2009
Rainbow Treecare Scientific Advancements July 2006 - May 2009
Simpson Housing Services September 2004 - June 2006
Minnetonka School District September 2003 - May 2006
Saint Louis Park Junior High School April 2004 - May 2004
ITESM August 2001 - May 2003
Skills
Customer Service, Sales, Software Documentation, Business Development, Product Development, Employee Training, Time Management, Business Process..., Teaching, Customer Satisfaction, Sales Operations, Logistics, Research, Microsoft Office, Creative Writing
Education
Minnesota State University, Mankato 1996 — 2001
Bachelor of Science, Secondary Education
University of St. Andrews 1999 — 1999
History
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. December 2011 - February 2015
Living Social Adventures November 2011 - June 2012
Cheetah Development April 2011 - October 2011
Tech Guru July 2010 - March 2011
Arthur J. Gallagher Risk Management Services 2007 - 2009
Brown & Brown Insurance 2004 - 2007
Liberty Enterprises 1999 - 2003
Datacard December 1997 - December 1999
Skills
Leadership, Strategy, Nonprofits, Strategic Planning, Team Building, Management, Social Networking, Fundraising, Recruiting, Training, Networking, Business Development, Public Speaking, Leadership Development, Business Strategy, Staff Development, Problem Solving, Negotiation, Entrepreneurship, Organizational..., Teamwork, Coaching, Community Outreach, Volunteer Management, Small Business, Social Media Marketing, Building Relationships, Sourcing, Strategic Partnerships, International Relations, Youth Development, Youth Mentoring, Continuous Improvement, Intelligence Analysis, International Business, Volunteer Recruiting, International..., Competitive Intelligence, Cross-cultural Teams, Intelligence Gathering, Cultural Awareness, Foreign Affairs, Time Management, Project Coordination, Cross-functional Team..., Team building
Education
St. Mary's University of Minnesota 2012 — 2014
Master of Arts (M.A.), International Business, GPA 3.92
St. Cloud State University 1995 — 1997
B.S., Mass Communications - Public Relations and Advertising concentration; Minor, Sociology
Minnesota State University, Mankato 1991 — 1995
Buffalo High School
Ameriprise Financial Services, Inc. April 2011 - Present
Novant Health Inc. November 2009 - October 2010
Novant Health October 2006 - November 2009
Crothall Services Group December 2005 - October 2006
Flexible Plastics Inc. February 2001 - July 2005
Skills
Leadership, Training, Process Improvement, Business Development, Performance Improvement, Leadership Development, Project Management, Cross-functional Team..., Relationship Management, Organizational..., Diversity & Inclusion, Data Analysis, Forecasting, Thought Leadership, Conflict Resolution, Intercultural..., Capacity Planning, Capacity Management, Capacity Assessment, Conflict Management, Project Planning, Data Management, Spreadsheets, Microsoft Excel, Visio, MS Project, Microsoft Word, Management, Access, Strategy, Instructional Design, Vendor Management, Business Process..., Financial Services, Customer Satisfaction, Business Analysis, Program Management
Education
Minnesota State University, Mankato
Bachelor of Science, Communications
GEN Financial Management, Inc. May 2015 - Present
Affiance Financial September 2012 - May 2015
Ameriprise Financial Services, Inc. January 2011 - September 2012
Skills
Retirement Planning, Finance, Financial Planning, Management, Investments, Strategic Financial..., Financial Advisory, PowerPoint, Teamwork, Financial Analysis
Education
Minnesota State University, Mankato 2006 — 2010
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. June 2011 - Present
Medica November 2009 - June 2011
Ingenix (a division of United Health Group) February 2008 - May 2009
GMAC ResCap 2002 - 2008
GMAC ResCap 2002 - 2008
GMAC 2002 - 2008
Firepond Inc. (Formerly CWC Inc.) 1999 - 2001
at Firepond Inc. (Formerly CWC Inc.) 1997 - 1999
CWC Inc. 1991 - 1997
CWC Inc. 1987 - 1991
Skills
Outsourcing, Mergers, Business Development, Performance Management, Organizational..., Leadership Development, Offshore Outsourcing, Product Development, Agile Methodologies, Vendor Management, Business Analysis, Investments, Cross-functional Team..., Project Management, Enterprise Software, Management, Start-ups, Enterprise Architecture, CRM, IT Management, SDLC, Program Management, Risk Management, Leadership, Software Documentation, Budgets, Databases, Software Project..., Business Intelligence, IT Strategy, Software Development, Business Process, Professional Services, Architecture, Process Improvement, Strategic Planning, Integration, Mergers & Acquisitions, Consulting, Business Planning, Talent Management, Business Process..., Data Center, Account Management, Project Portfolio..., Information Technology, Cloud Computing, Requirements Analysis, Change Management
Education
Minnesota State University, Mankato 1983 — 1987
BS, Computer Science and Business Administration
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial February 2007 - May 2013
iDSS 2004 - 2007
iDSS - Internet Destination Sales System 2004 - 2007
AgStar Financial Services September 2002 - March 2004
Skills
Business Analysis, SDLC, Vendor Management, Program Management, IT Strategy, Project Management, Financial Services, Software Project..., Integration, SharePoint, Management, Team Leadership, Project Delivery, Process Improvement, PMO, Project Portfolio..., Visio, PMP, Requirements Gathering, Requirements Analysis
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor's degree, Computer and Information Sciences, General
Minnesota State University, Mankato 1998 — 2001
Bachelor's degree, Computer and Information Sciences and Support Services
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2012
Questar Capital Corporation May 2008 - October 2009
Questar Capital Corporation October 2007 - May 2008
Questar Capital Corporation March 2006 - October 2007
Ameriprise Financial Services, Inc. August 2004 - March 2006
Ameriprise Financial Services, Inc. May 2000 - August 2004
Education
Minnesota State University, Mankato 1991 — 1995
BS, Business Administration (Management)
Thrivent Financial Director of Advice Tool Support & Plan Production ServicesThrivent Financial for Lutherans2007 - Present
Ameriprise Financial Services, Inc. September 2002 - June 2007
Ameriprise Financial 2003 - 2007
American Express Financial Advisors 1985 - 2006
Education
Minnesota State University, Mankato 1976 — 1981
Ameriprise Financial Services, Inc. May 1992 - Present
Education
Minnesota State University, Mankato 1987 — 1991
Bachelor of Science (BS), Finance, General, Graduated Cum Laude
Ameriprise Financial Services, Inc. January 2011 - Present
IBM October 1996 - December 2010
Skills
Program Management, Project Management, IT Management, Team Leadership, Team Building, Communication, Writing, Microsoft Office, Non-profit Leadership, Software Documentation, Visio, Leadership, SDLC, Business Process..., Business Analysis, Cross-functional Team..., Project Planning
Education
Minnesota State University, Mankato 1986 — 1989
Bachelor's degree, Political Science, emphasis on International Relations
Minnesota State University, Mankato 1986 — 1989
Bachelor's degree, Speech Communications
Ameriprise Financial Services, Inc. December 2010 - Present
NumberWorks, LLC January 2007 - December 2010
Commerce Financial Group, Inc 2001 - 2006
CCA - Non Profit 2000 - 2001
Skills
Financial Analysis, QuickBooks, Forecasting, Finance, Accounting, Process Improvement, Leadership, Contract Negotiation, Budgets, Microsoft Excel
Education
Northwestern Academy of Homeopathy 2012 — 2016
Currently Attending, Homeopathic Medicine/Homeopathy
Minnesota State University, Mankato 1993 — 1998
BS, Biology
Ameriprise Financial Services, Inc. August 2010 - Present
RMC Project Management November 2008 - June 2010
Allen Interactions June 2004 - July 2008
The Nickelson Family September 2001 - July 2004
Nickelson Consulting March 2002 - October 2003
Allen Interactions July 2000 - September 2001
The Nickelson Family July 1998 - July 2000
PricewaterhouseCoopers June 1997 - July 1998
Dynamic Data Solutions January 1995 - June 1997
Skills
JavaScript, jQuery, jQuery UI, HTML, Flash, CSS, ActionScript, SCORM, XML, E-Learning, PHP, Training, ADDIE, Software Documentation, Instructional Design
Education
Minnesota State University, Mankato 1986 — 1990
Questar Capital Corporation September 2000 - Present
Ameriprise Financial Services, Inc. March 2000 - August 2000
Skills
Financial Analysis, Retirement Planning, Investments, Investment Advisory, Securities, Series 7, Series 63, Strategic Financial..., Mutual Funds, Wealth Management, Microsoft Excel, Financial Services, FINRA, Risk Management, Process Improvement, Business Analysis
Education
Minnesota State University, Mankato 1995 — 1999
Corporate Finance Major and minors in Business Administration and Accounting., Finance, General
Ameriprise Financial Services, Inc. January 2013 - Present
Best Buy July 2009 - August 2012
Christopher & Banks, Inc. February 2008 - July 2009
Gander Mountain September 2005 - October 2007
Marshall Fields-Target Sourcing Services 2003 - 2005
Wilsons Leather 1997 - 2003
Wilsons Leather November 1995 - 1997
Dataserv August 1994 - November 1995
Nguyen Electronics Inc. April 1993 - August 1994
Zeos International July 1991 - April 1993
Skills
Skilled Negotiator, Strategic Thinking, Proven Leadership Skills, Collaborative Leadership, Negotiation, Merchandising, Global Sourcing, Sourcing, Supply Chain, Apparel, Product Development, Team Leadership, Supply Chain Management, Retail, Leadership, Cross-functional Team..., Pricing, Vendor Management, Team Building, Project Management, Financial Analysis, Business Strategy, Management, Logistics, Analysis, Strategic Planning, Manufacturing, Marketing, Sales, Inventory Management, Business Analysis, Private Label, Purchasing, Business Process..., Supply Management, Coaching, Forecasting, P&L Management, Competitive Analysis, Strategic Sourcing, Training, Strategy, Multi-channel Retail, Process Improvement, Operations Management, Demand Planning, Procurement, P&L, Inventory Control, Time Management
Education
Minnesota State University, Mankato 1983 — 1987
Bachelor of Science, Finance and Management
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial November 1999 - January 2014
DCA 1998 - 1999
Allina Hospitals & Clinics 1997 - 1998
Skills
Process Improvement, Financial Services, Relationship Management, Vendor Management, Marketing Strategy, Leadership, Management, Marketing, Strategic Planning, Project Management, Program Management, Marketing Communications, Business Analysis
Education
Minnesota State University, Mankato 1991 — 1995
Bachelor of Science, Finance
Voya Financial September 2015 - Present
NorthCentral DI January 2015 - August 2015
Thrivent Financial July 2014 - January 2015
RiverSource Investments January 2007 - March 2008
Ameriprise Financial Services, Inc. July 2006 - January 2007
Ameriprise Financial Services, Inc. December 2004 - July 2006
Ameriprise Financial Services, Inc. November 2002 - December 2004
Ameriprise Financial Services, Inc. November 2000 - November 2002
Skills
Series 7, Mutual Funds
Education
Minnesota State University, Mankato 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Finance
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. May 2009 - October 2012
CMS Direct May 2006 - May 2009
Accenture 1999 - 2006
Skills
Enterprise Architecture, Data Modeling, SDLC, Data Warehousing, Business Intelligence, Business Analysis, IT Strategy, Requirements Analysis, Solution Architecture, ETL, Data Integration, Integration, Databases, SSRS, Software Project..., Microsoft SQL Server, SharePoint, Oracle
Education
Minnesota State University, Mankato 1992 — 1997
U.S. Bank August 2014 - Present
US Bank March 2014 - August 2014
Ameriprise Financial Services, Inc. January 2013 - March 2014
Ameriprise Financial Services, Inc. March 2009 - September 2013
IBM 1995 - 2008
IDS Financial (a.k.a. Amex, Amerprise) July 1989 - December 1994
Ameridata 1985 - 1989
Skills
OPNET - NetOne Tool..., Statseeker, ITIL, Enterprise Architecture, Disaster Recovery, IT Strategy, VMware, Process Improvement, Outsourcing, Information Security, IT Service Management, Networking, Solution Architecture, Service Delivery, Integration, PMP, Leadership, Strategy, SDLC, Program Management, IT Management, Vendor Management, Data Center, Architecture, Security, Information Security..., System Deployment, IT Operations, Project Portfolio..., Virtualization, Infrastructure, Network Architecture, Active Directory, Cisco Technologies, Network Security, TCP/IP, Windows Server, Troubleshooting, Project Delivery, Firewalls, Incident Management, Information Technology, SharePoint, PMO, Cloud Computing
Education
University of Phoenix 2007 — 2009
BS, Management
Minnesota School of Business 1983 — 1985
2 year degree, Electronic Engineering Technology
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial Services, Inc. May 2008 - December 2009
Ameriprise Financial Services, Inc. February 2007 - April 2008
Ameriprise Financial November 2004 - January 2007
Ameriprise Financial Services, Inc. June 2000 - October 2004
Education
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Diabetes Prevention and Control Alliance March 2011 - Present
OptumHealth Financial Services April 2007 - March 2011
Ameriprise Financial Services, Inc. 2004 - 2007
Skills
SDLC, Business Analysis, Business Requirements, Requirements Gathering, Process Improvement, Requirements Analysis
Education
Minnesota State University, Mankato 1983 — 1987
Cargill April 2015 - Present
Cargill July 2013 - April 2015
Ameriprise Financial Services, Inc. August 2012 - July 2013
Ameriprise Financial Services, Inc. March 2011 - August 2012
Robert Half International July 2010 - March 2011
Skills
Onboarding, Recruiting, Talent Acquisition, Human Resources, Applicant Tracking..., Employee Engagement, University Relations, Resume Writing, Screening, Diversity & Inclusion, University Recruitment, College Recruiting, New Hire Orientations, Taleo, PeopleSoft, Interviews, Employer Branding, Job Fairs
Education
Minnesota State University, Mankato 2006 — 2010
Bachelors of Science
RBC Capital Markets December 2013 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2013
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance
Minnesota State University, Mankato
B.S., Mass Communications
Ameriprise Financial Services, Inc. August 2007 - Present
Ameriprise Financial March 1975 - June 2006
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, IT Strategy, Visio, Software Project..., Process Improvement, DB2, COBOL, Business Process..., Business Intelligence, Enterprise Architecture, Business Requirements, PMP, Project Portfolio...
Education
Minnesota State University, Mankato 1971 — 1974
BS, Business Administration
HealthPartners 2009 - December 2014
Ameriprise Financial Services, Inc. 2008 - 2009
Ameriprise Financial Services, Inc. 2006 - 2009
Ameriprise Financial Services, Inc. 2008 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
Minnesota AIDS Project January 2001 - January 2003
Skills
Insurance, Management, Process Improvement, Training, Project Management, Access, Analysis, Budgets, Data Analysis, Information Security..., Leadership Development, Employee Engagement, Business Analysis, Business Process, Healthcare, Fundraising, Leadership, Program Management, Software Documentation
Education
University of St. Thomas 2007 — 2007
Mini Masters of Project Management
Minnesota State University, Mankato
University of Minnesota-Twin Cities
U.S. Bank February 2015 - Present
Mancino Consulting, LLC July 2014 - February 2015
TCF Bank March 2011 - July 2014
Wells Fargo October 2006 - March 2011
Ameriprise Financial Services, Inc. September 2003 - October 2006
Ameriprise Financial Services, Inc. January 2000 - January 2003
The Wirth Companies January 1998 - January 2000
BI Performance Services January 1995 - January 1998
Skills
Strategic Planning, Advertising, Marketing Communications, Management, Marketing, Sales, Strategic Communications, Financial Services, Program Management, Marketing Strategy, B2B, Project Management, Strategy Execution, Budgets, Customer Relations, Banking, Public Speaking, Marketing Management, Relationship Management, Relationship Marketing, Social Media, Exceptional public..., Financial Education, Social Media Marketing, Business Expansion, Executive Leadership, Team Development, Business Development, Continuous Improvement..., Sales Management, Organizational Change, Networking, Brand Identity, Retention, Leadership, Customer Service, Strategy, Consulting, Account Management, Integrated Marketing, CRM, Direct Marketing, Email Marketing, Cross-functional Team..., Newsletters, Business Strategy, Process Improvement, Relationship Building, Creative Direction, Team Building
Education
Minnesota State University, Mankato
Bachelor of Science, Marketing and Communication
Target 2010 - Present
Risk Strategy Advisors September 2008 - September 2010
Ameriprise Financial Services, Inc. December 1995 - December 2009
Skills
Information Security...
Education
Minnesota State University, Mankato 1986 — 1990
Public Relations, Communications
Ameriprise Financial Services, Inc. Sr. Production CoordinatorAmeriprise Financial Services, Inc.September 2005 - Present
Education
Minnesota School of Business 1991 — 1993
AA, Marketing & Management
Accenture July 2013 - Present
PwC May 2012 - June 2013
Ameriprise Financial Services, Inc. 2009 - May 2012
Midwave Corporation (now Datalink) 2004 - 2009
Target Corporation 2003 - 2004
SUPERVALU, Inc. 2000 - 2003
Deluxe Corporation 1997 - 2000
Mankato State University (now Minnesota State University, Mankato) 1989 - 1997
Skills
Information Security, Identity and Access..., Threat and..., Governance, Risk and..., Enterprise Architecture, Client Engagement, Consulting, Cross-functional Team..., Team Building and..., Program Management, Web Access Management, Directory Services and..., LDAP, Federated Identity..., SOA Security, Security Coding, Identity and Access..., Role Management, Access Certification, User Access Provisioning, Privileged Account..., Enterprise Single Sign..., Network Security, Security Incident and..., Enterprise Surveillance..., Data Loss Prevention, Security, Strategy and Roadmap..., RPF Responses, Project Estimation, Architecture and Design, Solution Architecture, Mentor and Coach Junior..., Collaborative Leadership, Conference Presentations, Siteminder, Identity, Oracle Access Manager..., Tivoli Access Manager..., Oracle Identity..., PingFederate, Tivoli Federated..., Oracle Virtual..., Oracle Directory Server..., Oracle Unified..., Oracle Identity Manager..., Tivoli Identity Manager..., DataPower, Aveksa, SailPoint
Education
Minnesota State University, Mankato
Master of Science, Math: Computer Science
University of Wisconsin-Madison
Master of Science, Forestry
Ameriprise Financial Services, Inc. February 2015 - Present
Thomson Reuters November 2010 - Present
UnitedHealth Group June 2014 - February 2015
Enterprise Rent-A-Car 2008 - 2010
Skills
Salesforce.com, Sales Process, New Business Development, Cold Calling, Direct Sales, Sales, Account Management, CRM, Customer Service, Business Development, Marketing, B2B, Marketing Strategy, Sales Management, Series 6
Education
Minnesota State University, Mankato 2002 — 2007
Jefferson High school 1999 — 2002
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Institutional Brokerage Services August 2008 - January 2010
Ameriprise Financial Services, Inc. September 2000 - August 2008
Ameriprise Financial Services, Inc. September 2000 - August 2008
Ameriprise Financial Services, Inc. September 2000 - August 2008
Norwest Investment Services April 1998 - September 2000
Dain Rauscher Inc. June 1994 - April 1998
Skills
Business Analysis, Cross-functional Team..., Change Management, Financial Services, Management, Analysis, Business Process, Leadership, Project Management, Strategy, Fixed Income, Business Strategy
Education
Minnesota State University, Mankato 1983 — 1987
Bachelor of Science Degree, Business Administration - Majors in Finance, Real Estate and Insurance
Alnwick, England International Studies 1985 — 1986
Target May 2014 - Present
Target March 2009 - May 2014
Target August 2006 - March 2009
Target August 2002 - August 2006
Ameriprise Financial Services, Inc. June 1997 - August 2002
Skills
Critical Thinking, Program Management, Project Management, Software Project..., Requirements Gathering, Cross-functional Team..., SDLC, Business Analysis, Vendor Management, Team Leadership, Visio, Leadership, Change Management, SharePoint, Team Building
Education
Minnesota State University, Mankato 1989 — 1992
BS, Political Science, History
Amerirprise Financial Services, Inc January 2015 - Present
Ameriprise Financial Services, Inc. July 2007 - December 2014
Education
Minnesota State University, Mankato
B.S., Finance, Management and Industrial Relations
Robert Half Management Resources November 2009 - April 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
American Express 1996 - 2005
Skills
Financial Reporting, Mutual Fund Accounting, Investment Accounting, Relationship Management, Performance Management, Mutual Funds, Fund Administration, Life Insurance, Variable Annuities, Project Management, Change Management, Accounting, Analysis, Financial Services, Leadership
Education
Minnesota State University, Mankato 1989 — 1994
BS
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - January 2015
U.S. Bank December 2011 - August 2013
RBC Wealth Management December 2009 - December 2011
RBC Wealth Management June 2009 - December 2009
RBC Wealth Management September 2006 - June 2009
TCF Bank May 2006 - September 2006
Education
University of Minnesota - Carlson School of Management 2009 — 2012
MBA, Finance
Minnesota State University, Mankato 2001 — 2006
Bachelor of Science, Marketing
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services, Inc. 1989 - 2009
American Express 1987 - 1989
Skills
Financial Reporting, Cash Flow, Financial Services, Accounting, Variance Analysis, Insurance, Financial Analysis, Bookkeeping, Accounts Payable, Accounts Receivable, Account Reconciliation, Customer Service, Problem Solving, Journal Entries
Education
Minnesota School of Business 1986 — 1987
Ameriprise Financial Services, Inc. January 2003 - Present
Ameriprise Financial 1994 - Present
First Barber 1991 - 1995
Equity Title 1987 - 1991
Skills
Requirements Gathering, Process Improvement, Financial Services, Business Analysis, Mutual Funds, Business Process..., Risk Management, Project Management, Visio, Insurance, Retirement Planning, Change Management
Education
Cosmetology Training Center 1980 — 1981
MN State License
Minnesota State University, Mankato 1978 — 1980
Ameriprise Financial Services, Inc. January 2008 - Present
Ameriprise Financial Services, Inc. May 1994 - June 2006
Skills
Problem Solving, Analytical Skills, Project Management, Personal Financial..., Microsoft Office
Education
University of St. Thomas 1986 — 1993
Master of Business Administration (MBA), Finance, General
Minnesota State University, Mankato 1982 — 1986
Bachelor's degree, Accounting and Finance
AXA July 2014 - Present
MassMutual Financial Group April 2010 - July 2014
AIG American General 2007 - June 2009
Prudential Financial February 2005 - April 2007
Ameriprise Financial Services, Inc. 1997 - 2003
Skills
Underwriting, Insurance, Term Life Insurance, Risk Assessment, Customer Service, Life Insurance, Whole Life, Long Term Care Insurance, Disability Insurance, Long-term Care, Retirement Planning, Universal Life, Series 6
Education
Minnesota State University, Mankato 1982 — 1987
BS Business Administration, Finance
Ameriprise Financial Services, Inc. Clearing - Cost BasisAmeriprise Financial Services, Inc.May 2011 - Present
Wells Fargo Home Mortgage September 2010 - April 2011
Education
Minnesota State University, Mankato 2006 — 2010
Business, Corporate Finance, International Business
Ameriprise Financial Services, Inc. June 2008 - April 2011
Jackson Elite Mortgage January 2007 - June 2008
Northland Mortgage Corporation December 1992 - January 2007
Education
Minnesota State University, Mankato 1981 — 1988
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. October 1996 - Present
Corporate Benefit Services of America September 1992 - October 1996
Skills
Investment Accounting, Microsoft Excel, Microsoft Word, Financial Analysis, Operations Management, Project Management, Investments, Finance, Staff Management, Staff Development, Accounting, Interest Rate..., Credit Derivatives, Equity Derivatives, Life and Annuity..., Six Sigma, Mutual Funds, Financial Services, Asset Management, Financial Reporting, Risk Management
Education
Minnesota State University, Mankato 1989 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Sedgwick May 2012 - Present
The Hartford July 2007 - November 2009
Ameriprise Financial Services, Inc. December 2006 - July 2007
Skills
Human Resources, Call Centers, Benefits Administration, Investment Advisory, Disability Insurance, FMLA, Claims Management
Education
Minnesota State University, Mankato 2002 — 2006
Bachelor's degree, Marketing