Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Carrie-Beth Randall, CFP®, CDFA Carrie-Beth Randall, CFP®, CDFA's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2010 - Present
Education
Mississippi State University 1995 — 1999
Bachelor of Arts (B.A.), Communication - Public Relations
Ameriprise Financial Services, Inc. 2010 - Present
Education
Mississippi State University 1995 — 1999
Bachelor of Arts (B.A.), Communication - Public Relations
Matt Kassera, CFP® Matt Kassera, CFP®'s Ameriprise Financial Services, Inc. Experience 2013 - November 2013
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
Ameriprise Financial Services, Inc. 2013 - November 2013
Ameriprise Financial Services, Inc. May 2010 - April 2013
Ameriprise Financial Services, Inc. June 2007 - March 2010
Skills
Series 7, Certified Financial..., Retirement Planning, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Investments, Investment Strategies, Fixed Annuities, Insurance, 401k Rollovers, Variable Annuities, Alternative Investments, Pensions
Education
Minnesota State University, Mankato 2002 — 2005
Bachelor of Science (B.S.), Financial Planning and Services
RBC Wealth Management November 2013 - Present
Ameriprise Financial Services, Inc. 2013 - November 2013
Ameriprise Financial Services, Inc. May 2010 - April 2013
Ameriprise Financial Services, Inc. June 2007 - March 2010
Skills
Series 7, Certified Financial..., Retirement Planning, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Investments, Investment Strategies, Fixed Annuities, Insurance, 401k Rollovers, Variable Annuities, Alternative Investments, Pensions
Education
Minnesota State University, Mankato 2002 — 2005
Bachelor of Science (B.S.), Financial Planning and Services
Jonathan Blair's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Helping Individuals and Families Approach a Confident Retirement
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
NYLIFE Securities LLC June 2013 - November 2014
New York Life Insurance Company June 2012 - November 2014
Congressman Gregg Harper May 2011 - August 2011
State Bank & Trust Company May 2010 - August 2010
Skills
Life Insurance, Public Speaking, Wealth Preservation..., Estate Planning, Term Life Insurance, 401k Rollovers, Creative Problem Solving, Small Business, Succession Planning, Asset Protection, Buy- Sell Agreements, Charitable Giving, Education Funding..., Key Person Insurance, Licensed in Long Term..., Supplements to Employee..., Retirement Planning, Retirement, Employee Benefits, PowerPoint, IRAs
Education
Mississippi State University 2008 — 2012
Bachelor's Degree, Risk Management, Insurance, & Financial Planning
Brookhaven Academy 1995 — 2008
Ameriprise Financial Services, Inc. June 2015 - Present
NYLIFE Securities LLC June 2013 - November 2014
New York Life Insurance Company June 2012 - November 2014
Congressman Gregg Harper May 2011 - August 2011
State Bank & Trust Company May 2010 - August 2010
Skills
Life Insurance, Public Speaking, Wealth Preservation..., Estate Planning, Term Life Insurance, 401k Rollovers, Creative Problem Solving, Small Business, Succession Planning, Asset Protection, Buy- Sell Agreements, Charitable Giving, Education Funding..., Key Person Insurance, Licensed in Long Term..., Supplements to Employee..., Retirement Planning, Retirement, Employee Benefits, PowerPoint, IRAs
Education
Mississippi State University 2008 — 2012
Bachelor's Degree, Risk Management, Insurance, & Financial Planning
Brookhaven Academy 1995 — 2008
Lindsay Paul's Ameriprise Financial Services, Inc. Experience July 2013 - June 2014
Job Accounts Payable Coordinator at The College at Brockport State University Of New York
Industry Management Consulting
Experience
The College at Brockport State University Of New York September 2015 - Present
The College at Brockport State University Of New York Human Resources Office January 2015 - September 2015
The College at Brockport Procurement & Payment Services Office August 2014 - December 2014
Ameriprise Financial Services, Inc. July 2013 - June 2014
Performing Hair June 2009 - September 2013
Odgen Parks and Recreations June 2009 - August 2012
Skills
Microsoft Office, Organization, Filing, Office Administration
Education
State University of New York College at Brockport 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College 2012 — 2012
Business Administration and Management, General
State University of New York College at Oneonta 2011 — 2012
Business Administration and Management, General
The College at Brockport State University Of New York September 2015 - Present
The College at Brockport State University Of New York Human Resources Office January 2015 - September 2015
The College at Brockport Procurement & Payment Services Office August 2014 - December 2014
Ameriprise Financial Services, Inc. July 2013 - June 2014
Performing Hair June 2009 - September 2013
Odgen Parks and Recreations June 2009 - August 2012
Skills
Microsoft Office, Organization, Filing, Office Administration
Education
State University of New York College at Brockport 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College 2012 — 2012
Business Administration and Management, General
State University of New York College at Oneonta 2011 — 2012
Business Administration and Management, General
Sarah Rooney, CRPC® Sarah Rooney, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2006 - Present
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Minnesota State University, Moorhead 2001 — 2005
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. December 2006 - Present
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Minnesota State University, Moorhead 2001 — 2005
Bachelor of Science (B.S.), Finance
Kathryn Banks Kathryn Banks's Ameriprise Financial Services, Inc. Experience May 2005 - December 2005
Job Accountant at Grantham Poole CPAs
Industry Accounting
Experience
Grantham Poole CPAs August 2008 - Present
Silas Simmons CPAs January 2008 - June 2008
Morgan Keegan September 2006 - October 2007
Ameriprise Financial Services, Inc. May 2005 - December 2005
Skills
Tax Preparation, Tax Accounting, Corporate Finance, Tax Law, Income Tax, Corporate Tax, Tax Compliance, Financial Accounting, Fund Accounting, Small Business..., Personal Finance, Public Finance, Non-profits, CPA, Payroll, Accounting, Bookkeeping, Finance, General Ledger, QuickBooks, Forensic Accounting
Education
Mississippi College 2008 — 2010
Graduate, Acccounting
University of Mississippi 2002 — 2006
Bachelor, Managerial Finance, emphasis Corporate Finance
Grantham Poole CPAs August 2008 - Present
Silas Simmons CPAs January 2008 - June 2008
Morgan Keegan September 2006 - October 2007
Ameriprise Financial Services, Inc. May 2005 - December 2005
Skills
Tax Preparation, Tax Accounting, Corporate Finance, Tax Law, Income Tax, Corporate Tax, Tax Compliance, Financial Accounting, Fund Accounting, Small Business..., Personal Finance, Public Finance, Non-profits, CPA, Payroll, Accounting, Bookkeeping, Finance, General Ledger, QuickBooks, Forensic Accounting
Education
Mississippi College 2008 — 2010
Graduate, Acccounting
University of Mississippi 2002 — 2006
Bachelor, Managerial Finance, emphasis Corporate Finance
Jason Reynolds, CFP, ChFC's Ameriprise Financial Services, Inc. Experience August 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1997 - Present
Ameriprise Financial August 1997 - Present
Education
Missouri State University
Bachelors, Finance
Ameriprise Financial Services, Inc. August 1997 - Present
Ameriprise Financial August 1997 - Present
Education
Missouri State University
Bachelors, Finance
Patty Rew Patty Rew's Ameriprise Financial Services, Inc. Experience January 2011 - May 2012
Job Professional, Experienced and Dedicated...
Industry Pharmaceuticals
Experience
Robert Half - Office Team/Center for Diagnostic Imaging May 2014 - June 2014
United Health Care July 2013 - January 2014
Apria Healthcare May 2013 - July 2013
Ameriprise Financial Services, Inc. January 2011 - May 2012
Prudential Financial July 2006 - January 2011
Ameriprise 2000 - 2004
Skills
Program Management, Microsoft Excel, Talent Acquisition, Recruiting, Healthcare, Performance Management, Process Improvement, Onboarding, Coaching, PeopleSoft, Employee Benefits, Project Management, Leadership
Education
Minnesota State University, Moorhead 1986 — 1991
Bachelor’s Degree, Criminal Justice and Sociology, 3.1
Robert Half - Office Team/Center for Diagnostic Imaging May 2014 - June 2014
United Health Care July 2013 - January 2014
Apria Healthcare May 2013 - July 2013
Ameriprise Financial Services, Inc. January 2011 - May 2012
Prudential Financial July 2006 - January 2011
Ameriprise 2000 - 2004
Skills
Program Management, Microsoft Excel, Talent Acquisition, Recruiting, Healthcare, Performance Management, Process Improvement, Onboarding, Coaching, PeopleSoft, Employee Benefits, Project Management, Leadership
Education
Minnesota State University, Moorhead 1986 — 1991
Bachelor’s Degree, Criminal Justice and Sociology, 3.1
Jared Cook Jared Cook's Ameriprise Financial Services, Inc. Experience October 2010 - April 2011
Job Service Sales Manager at Cintas
Industry Facilities Services
Experience
Cintas August 2014 - Present
Cintas August 2011 - August 2014
Holland Insurance Group April 2006 - August 2011
Ameriprise Financial Services, Inc. October 2010 - April 2011
Skills
Cold Calling, Sales Presentations, Sales Process, B2B, Outside Sales, Contract Negotiation, Building Relationships, Solution Selling, Negotiation, Selling Skills, Customer Satisfaction, Customer Retention, Sales Operations, Selling, Direct Sales, Relationship Building, Sales
Education
Mississippi State University 2000 — 2005
Master's degree, Business Administration and Management, General
Cintas August 2014 - Present
Cintas August 2011 - August 2014
Holland Insurance Group April 2006 - August 2011
Ameriprise Financial Services, Inc. October 2010 - April 2011
Skills
Cold Calling, Sales Presentations, Sales Process, B2B, Outside Sales, Contract Negotiation, Building Relationships, Solution Selling, Negotiation, Selling Skills, Customer Satisfaction, Customer Retention, Sales Operations, Selling, Direct Sales, Relationship Building, Sales
Education
Mississippi State University 2000 — 2005
Master's degree, Business Administration and Management, General
Gary Keller, CFP®'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. | CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Wells Fargo Advisors April 1998 - January 2012
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Wealth Management, Financial Advisory, Securities, Strategic Financial..., Retirement, Uniform Combined State..., Asset Allocation, IRAs, Investment Advisory, Series 7
Education
Mississippi College 1988 — 1993
Business Administration
Ameriprise Financial Services, Inc. January 2012 - Present
Wells Fargo Advisors April 1998 - January 2012
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Wealth Management, Financial Advisory, Securities, Strategic Financial..., Retirement, Uniform Combined State..., Asset Allocation, IRAs, Investment Advisory, Series 7
Education
Mississippi College 1988 — 1993
Business Administration
Lenae Klinker Lenae Klinker's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Office Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Allina Health July 2000 - December 2002
London Anderson Antolak & Hoeft July 1998 - December 1999
Lavelle Stubberud & Associates July 1997 - July 1998
London Anderson Antolak & Hoeft May 1995 - June 1997
Timothy H. Dodd, Esq. November 1994 - April 1995
Mitchell & Zadorozny October 1990 - October 1994
Skills
Microsoft Word, Confidentiality, Calendaring, Outlook, Administrative..., Multi-line Phone, Legal Transcription, Clerical, Legal Documents, Filing, Deposits, Petty Cash, Bookkeeping, Supply Ordering, Travel Arrangements, Diary Management, Notary Public, Receptionist Duties, Internet Explorer, Photoshop, Direct Client..., Medical Transcription, Medical Terminology, Medical Records
Education
Minot State University
Associate of Science (A.S.)
Ameriprise Financial Services, Inc. February 2014 - Present
Allina Health July 2000 - December 2002
London Anderson Antolak & Hoeft July 1998 - December 1999
Lavelle Stubberud & Associates July 1997 - July 1998
London Anderson Antolak & Hoeft May 1995 - June 1997
Timothy H. Dodd, Esq. November 1994 - April 1995
Mitchell & Zadorozny October 1990 - October 1994
Skills
Microsoft Word, Confidentiality, Calendaring, Outlook, Administrative..., Multi-line Phone, Legal Transcription, Clerical, Legal Documents, Filing, Deposits, Petty Cash, Bookkeeping, Supply Ordering, Travel Arrangements, Diary Management, Notary Public, Receptionist Duties, Internet Explorer, Photoshop, Direct Client..., Medical Transcription, Medical Terminology, Medical Records
Education
Minot State University
Associate of Science (A.S.)
Marilyn Truwe Marilyn Truwe's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Lean Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - June 2013
Ameriprise Financial Services, Inc. July 2006 - August 2010
Ameriprise Financial Services, Inc. 2003 - 2006
Ameriprise Financial Services, Inc. 1998 - 2003
Ameriprise Financial Services, Inc. 1996 - 1998
Up With People 1995 - 1996
Skills
Financial Services, Business Analysis, Series 7, Process Improvement, Project Management, Vendor Management, Business Process...
Education
Westminster College 1999 — 2002
MED, Education
Minnesota State University, Mankato 1990 — 1994
B.S., Communication Disorders
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - June 2013
Ameriprise Financial Services, Inc. July 2006 - August 2010
Ameriprise Financial Services, Inc. 2003 - 2006
Ameriprise Financial Services, Inc. 1998 - 2003
Ameriprise Financial Services, Inc. 1996 - 1998
Up With People 1995 - 1996
Skills
Financial Services, Business Analysis, Series 7, Process Improvement, Project Management, Vendor Management, Business Process...
Education
Westminster College 1999 — 2002
MED, Education
Minnesota State University, Mankato 1990 — 1994
B.S., Communication Disorders
Allison Hajek's Ameriprise Financial Services, Inc. Experience May 1999 - December 2003
Job Jr Stylist at Color Bar 51
Industry Health, Wellness and Fitness
Experience
Color Bar 51 2014 - Present
Private April 2012 - December 2014
TRUE Physical Therapy, LLC January 2004 - September 2012
T&A Health Management, LLC December 2005 - January 2012
Ameriprise Financial Services, Inc. May 1999 - December 2003
Skills
Organizational..., Multitasker, Internal Communications, Fitness Training, Cross-functional Team..., Conflict Resolution, Task Analysis, Forward Planning, Critical Thinking, Cooking, Financial Control, Problem Solving, Hair Design - cut &..., Hair Straightening
Education
The Salon Professional Academy 2013 — 2014
Cosmetology/Cosmetologist, General
Monmouth University
BS, Business Administration - Economics
Color Bar 51 2014 - Present
Private April 2012 - December 2014
TRUE Physical Therapy, LLC January 2004 - September 2012
T&A Health Management, LLC December 2005 - January 2012
Ameriprise Financial Services, Inc. May 1999 - December 2003
Skills
Organizational..., Multitasker, Internal Communications, Fitness Training, Cross-functional Team..., Conflict Resolution, Task Analysis, Forward Planning, Critical Thinking, Cooking, Financial Control, Problem Solving, Hair Design - cut &..., Hair Straightening
Education
The Salon Professional Academy 2013 — 2014
Cosmetology/Cosmetologist, General
Monmouth University
BS, Business Administration - Economics
Ken Calvert Ken Calvert's Ameriprise Financial Services, Inc. Experience November 2000 - December 2003
Job Sr. Mortgage Consultant at Gateway Mortgage Group
Industry Banking
Experience
Gateway Mortgage Group August 2014 - Present
New Penn Financial, LLC September 2012 - August 2014
Allied Home Mortgage February 2006 - May 2008
US Air Force Reserve March 1990 - December 2004
Ameriprise Financial Services, Inc. November 2000 - December 2003
Skills
Mortgage Banking, Certified Mortgage..., VA and Texas Vet..., Construction Finance, Investment Properties, Self Employed &..., Credit Analysis, Jumbo Mortgage, First Time Home Buyers, USDA Rural Housing, FHA financing, Refinance, Real Estate Financing, Short Sales, Financial Structuring, Mortgage Lending
Education
Mississippi State University
Gateway Mortgage Group August 2014 - Present
New Penn Financial, LLC September 2012 - August 2014
Allied Home Mortgage February 2006 - May 2008
US Air Force Reserve March 1990 - December 2004
Ameriprise Financial Services, Inc. November 2000 - December 2003
Skills
Mortgage Banking, Certified Mortgage..., VA and Texas Vet..., Construction Finance, Investment Properties, Self Employed &..., Credit Analysis, Jumbo Mortgage, First Time Home Buyers, USDA Rural Housing, FHA financing, Refinance, Real Estate Financing, Short Sales, Financial Structuring, Mortgage Lending
Education
Mississippi State University
Michael J Feeney's Ameriprise Financial Services, Inc. Experience January 2003 - February 2004
Job Front Desk Agent
Industry Financial Services
Experience
S-F Airionna June 2014 - Present
Hard Rock Hotel & Casino Lake Tahoe January 2015 - August 2015
U.S. HealthWorks April 2011 - November 2013
Genworth Financial Wealth Management May 2010 - October 2010
Minkoff & Associates July 2004 - July 2009
Ameriprise Financial Services, Inc. January 2003 - February 2004
LesConcierges June 2002 - November 2002
Sony Metreon April 2001 - May 2002
LesConcierges September 1999 - March 2001
Miller Freeman October 1997 - June 1999
Skills
CRM, Marketing, Event Planning, Management, Event Management, Sales, Program Management, Customer Service, Project Planning, Leadership, Strategic Planning, Business Analysis, Workshop Facilitation, Financial Planners, Public Speaking, Microsoft Office, Training, Research, Human Resources, Account Management, Retirement Planning, Investments, Vendor Management, Microsoft Word, Retail, Process Improvement, Data Analysis, Investment Management, Financial Services, Social Media, Project Management, Team Building, Investment Strategies, Securities, Licensure, Team Leadership, Budgets, PowerPoint, Outlook, Marketing Strategy, Analytics, Time Management, Microsoft Excel
Education
Montana State University-Bozeman 1981 — 1987
BS, Marketing
Plentywood High 1977 — 1981
S-F Airionna June 2014 - Present
Hard Rock Hotel & Casino Lake Tahoe January 2015 - August 2015
U.S. HealthWorks April 2011 - November 2013
Genworth Financial Wealth Management May 2010 - October 2010
Minkoff & Associates July 2004 - July 2009
Ameriprise Financial Services, Inc. January 2003 - February 2004
LesConcierges June 2002 - November 2002
Sony Metreon April 2001 - May 2002
LesConcierges September 1999 - March 2001
Miller Freeman October 1997 - June 1999
Skills
CRM, Marketing, Event Planning, Management, Event Management, Sales, Program Management, Customer Service, Project Planning, Leadership, Strategic Planning, Business Analysis, Workshop Facilitation, Financial Planners, Public Speaking, Microsoft Office, Training, Research, Human Resources, Account Management, Retirement Planning, Investments, Vendor Management, Microsoft Word, Retail, Process Improvement, Data Analysis, Investment Management, Financial Services, Social Media, Project Management, Team Building, Investment Strategies, Securities, Licensure, Team Leadership, Budgets, PowerPoint, Outlook, Marketing Strategy, Analytics, Time Management, Microsoft Excel
Education
Montana State University-Bozeman 1981 — 1987
BS, Marketing
Plentywood High 1977 — 1981
Eddie McNeal, CFP®,CRPC® Eddie McNeal, CFP®,CRPC®'s Ameriprise Financial Services, Inc. Experience December 1989 - Present
Job Private Wealth Advisor, McNeal & Randall, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1989 - Present
Federal Land Bank Association 1973 - 1989
Education
Mississippi State University 1969 — 1973
Bachelor of Science (B.S.), Agricultural Economics
Ameriprise Financial Services, Inc. December 1989 - Present
Federal Land Bank Association 1973 - 1989
Education
Mississippi State University 1969 — 1973
Bachelor of Science (B.S.), Agricultural Economics
Aaron Uhl Aaron Uhl's Ameriprise Financial Services, Inc. Experience November 2008 - May 2011
Job Sr. Financial Analyst | Corporate Financial Planning & Analysis at Aclara
Industry Financial Services
Experience
Aclara June 2015 - Present
SunEdison November 2014 - June 2015
Express Scripts February 2014 - October 2014
Express Scripts January 2013 - February 2014
Cassidy Turley Commercial Real Estate June 2011 - January 2013
Ameriprise Financial Services, Inc. November 2008 - May 2011
Skills
Brokerage, Asset Managment, Investments, Valuation, Financial Analysis, Lease Administration, Portfolio Management, Financial Modeling, Leases, Real Estate, Asset, Finance, Capital Markets, Loans, Acquisitions, Alternative Investments, Commercial Real Estate, Forecasting, Budgets, Mutual Funds, Negotiation, Real Estate Transactions, Analysis, Lease Negotiations, Securities, Financial Statement...
Education
Missouri State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Aclara June 2015 - Present
SunEdison November 2014 - June 2015
Express Scripts February 2014 - October 2014
Express Scripts January 2013 - February 2014
Cassidy Turley Commercial Real Estate June 2011 - January 2013
Ameriprise Financial Services, Inc. November 2008 - May 2011
Skills
Brokerage, Asset Managment, Investments, Valuation, Financial Analysis, Lease Administration, Portfolio Management, Financial Modeling, Leases, Real Estate, Asset, Finance, Capital Markets, Loans, Acquisitions, Alternative Investments, Commercial Real Estate, Forecasting, Budgets, Mutual Funds, Negotiation, Real Estate Transactions, Analysis, Lease Negotiations, Securities, Financial Statement...
Education
Missouri State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Paul Tassie Paul Tassie's Ameriprise Financial Services, Inc. Experience certified financial plannerAmeriprise Financial Services, Inc.1968 - 2012
Job Retired from Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. certified financial plannerAmeriprise Financial Services, Inc.1968 - 2012
Safeway June 1962 - June 1967
Skills
excellent listener,CFP,
Education
Montana State University-Bozeman 1960 — 1962
dairy science
Penn State University 1957 — 1959
none
Ameriprise Financial Services, Inc. certified financial plannerAmeriprise Financial Services, Inc.1968 - 2012
Safeway June 1962 - June 1967
Skills
excellent listener,CFP,
Education
Montana State University-Bozeman 1960 — 1962
dairy science
Penn State University 1957 — 1959
none
Marcus Sierawski, CFP®, CRPC® Marcus Sierawski, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2004 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2004 - Present
PRP Wine International July 2003 - October 2004
Education
College for Financial Planning 2011 — 2012
CFP designation, CERTIFIED FINANCIAL PLANNER™
College for Financial Planning 2008 — 2008
CRPC designation, CHARTERED RETIREMENT PLANNING COUNSELOR
Missouri State University 1999 — 2003
BA
Christian Brothers College High School (CBC) 1994 — 1998
Ameriprise Financial Services, Inc. October 2004 - Present
PRP Wine International July 2003 - October 2004
Education
College for Financial Planning 2011 — 2012
CFP designation, CERTIFIED FINANCIAL PLANNER™
College for Financial Planning 2008 — 2008
CRPC designation, CHARTERED RETIREMENT PLANNING COUNSELOR
Missouri State University 1999 — 2003
BA
Christian Brothers College High School (CBC) 1994 — 1998
Steven Walton Steven Walton's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Education
Montana State University-Bozeman 1980 — 2014
BS, Marketing
Billings Central Catholic High School 1977 — 1980
High School
Ameriprise Financial Services, Inc. May 2015 - Present
Education
Montana State University-Bozeman 1980 — 2014
BS, Marketing
Billings Central Catholic High School 1977 — 1980
High School
Linda Walen Linda Walen's Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job Live Event Producer and Director
Industry Online Media
Experience
Linda Walen Productions 2002 - Present
3M January 2009 - Present
Ameriprise Financial Services, Inc. January 2003 - Present
Ivey Awards Celebration September 2003 - Present
Linda Walen Reps May 2000 - December 2003
Wilson GriaK 1999 - 2001
Media Loft 1997 - 2000
Youngquist & Co. 1995 - 1997
Skills
Galas, Live Events, Corporate Meetings, Corporate Events, Show Production, Stage Management, Ceremonies, Fundraisers, Sales Meetings, Marketing Communications, Integrated Marketing, Live Webcasts, Creative Strategy, Sales, Advertising, Interactive Marketing, Creative Direction, Brand Management, Webcasting, Video Production, Photography, Brand Awareness
Education
Minnesota State University, Moorhead
BS, Marketing
Linda Walen Productions 2002 - Present
3M January 2009 - Present
Ameriprise Financial Services, Inc. January 2003 - Present
Ivey Awards Celebration September 2003 - Present
Linda Walen Reps May 2000 - December 2003
Wilson GriaK 1999 - 2001
Media Loft 1997 - 2000
Youngquist & Co. 1995 - 1997
Skills
Galas, Live Events, Corporate Meetings, Corporate Events, Show Production, Stage Management, Ceremonies, Fundraisers, Sales Meetings, Marketing Communications, Integrated Marketing, Live Webcasts, Creative Strategy, Sales, Advertising, Interactive Marketing, Creative Direction, Brand Management, Webcasting, Video Production, Photography, Brand Awareness
Education
Minnesota State University, Moorhead
BS, Marketing
John Pawlowski, CPA (inactive), PMP John Pawlowski, CPA (inactive), PMP's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Independent Consultant April 2012 - Present
HR Professionals LLC June 2012 - Present
Archway Marketing Services March 2014 - October 2014
Park Nicollet Health Services November 2012 - August 2013
Bayer Interior Woods, Inc. June 2012 - November 2012
Medtronic October 2011 - June 2012
Medtronic November 2010 - October 2011
Medtronic May 2008 - November 2010
Medtronic September 2006 - April 2008
Skills
Process Engineering, Compliance, Internal Controls, SOX, Process Improvement, Accounts Payable, Accounts Receivable, SAP, Billing, JD Edwards, Cross-functional Team..., Business Process..., Change Management, Business Process, Documentation, Medical Devices, Shared Services, Team Building, Cost Reduction, Outsourcing, Process Development, Sarbanes-Oxley Act, Variance Analysis, Management, Finance, Leadership, ICD-10, Software Documentation, Strategy, Integration, Access, Business Strategy, Project Management, PMO, Sarbanes-Oxley
Education
University of St. Thomas 2014 — 2014
Mini Masters of Project Managment
Minnesota State University, Moorhead 1986 — 1990
BS, Accounting & Finance
Ameriprise Financial Services, Inc. November 2014 - Present
Independent Consultant April 2012 - Present
HR Professionals LLC June 2012 - Present
Archway Marketing Services March 2014 - October 2014
Park Nicollet Health Services November 2012 - August 2013
Bayer Interior Woods, Inc. June 2012 - November 2012
Medtronic October 2011 - June 2012
Medtronic November 2010 - October 2011
Medtronic May 2008 - November 2010
Medtronic September 2006 - April 2008
Skills
Process Engineering, Compliance, Internal Controls, SOX, Process Improvement, Accounts Payable, Accounts Receivable, SAP, Billing, JD Edwards, Cross-functional Team..., Business Process..., Change Management, Business Process, Documentation, Medical Devices, Shared Services, Team Building, Cost Reduction, Outsourcing, Process Development, Sarbanes-Oxley Act, Variance Analysis, Management, Finance, Leadership, ICD-10, Software Documentation, Strategy, Integration, Access, Business Strategy, Project Management, PMO, Sarbanes-Oxley
Education
University of St. Thomas 2014 — 2014
Mini Masters of Project Managment
Minnesota State University, Moorhead 1986 — 1990
BS, Accounting & Finance
Alicia Ross, MBA Alicia Ross, MBA's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors August 2003 - December 2008
Wachovia Securities September 2001 - August 2003
Education
Saint Louis University 2001 — 2003
MBA, Finance, with Honors
Missouri State University 1997 — 2001
B.S., Finance, summa cum laude
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors August 2003 - December 2008
Wachovia Securities September 2001 - August 2003
Education
Saint Louis University 2001 — 2003
MBA, Finance, with Honors
Missouri State University 1997 — 2001
B.S., Finance, summa cum laude
Scott E. Polk Scott E. Polk's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
The Vue 2014 - 2015
Morgan Stanley Smith Barney January 1996 - October 2011
Skills
Finance, Retirement Planning
Education
Mississippi State University 1991 — 1995
Bachelors, Banking and Finance
Ameriprise Financial Services, Inc. October 2011 - Present
The Vue 2014 - 2015
Morgan Stanley Smith Barney January 1996 - October 2011
Skills
Finance, Retirement Planning
Education
Mississippi State University 1991 — 1995
Bachelors, Banking and Finance
James Shamoun's Ameriprise Financial Services, Inc. Experience November 2014 - February 2015
Job Portfolio Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald March 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - February 2015
Skills
Customer Service, Leadership, Sales, Financial Analysis, Project Management, Investments, Finance, Team Building, Training, Risk Management, Portfolio Management
Education
Mississippi State University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Cantor Fitzgerald March 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - February 2015
Skills
Customer Service, Leadership, Sales, Financial Analysis, Project Management, Investments, Finance, Team Building, Training, Risk Management, Portfolio Management
Education
Mississippi State University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Sheri Braun Sheri Braun's Ameriprise Financial Services, Inc. Experience February 2011 - Present
Job Sales Supervision Manager Marketing and Communications Supervision
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2011 - Present
Minnesota Knitters' Guild November 2014 - Present
MN Knitters' Guild June 2014 - November 2014
Ameriprise Financial Services, Inc. January 2010 - February 2011
Ameriprise Financial Services, Inc. January 2007 - January 2010
Skills
Data Analysis, Process Improvement, Project Management, PowerPoint, Team Building, Microsoft Excel, Technical Writing, Customer Service, Microsoft Office, Leadership, Analysis, Outlook, Microsoft Word, Compliance, Series 24, Series 7, Series 63, FINRA, Regulatory Analysis
Education
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Ameriprise Financial Services, Inc. February 2011 - Present
Minnesota Knitters' Guild November 2014 - Present
MN Knitters' Guild June 2014 - November 2014
Ameriprise Financial Services, Inc. January 2010 - February 2011
Ameriprise Financial Services, Inc. January 2007 - January 2010
Skills
Data Analysis, Process Improvement, Project Management, PowerPoint, Team Building, Microsoft Excel, Technical Writing, Customer Service, Microsoft Office, Leadership, Analysis, Outlook, Microsoft Word, Compliance, Series 24, Series 7, Series 63, FINRA, Regulatory Analysis
Education
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Woodrow W Clark, Jr Woodrow W Clark, Jr's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Section Leader at Willow Creek Community Church
Industry Writing and Editing
Experience
Willow Creek Community Church June 2014 - Present
Self Employed June 2009 - June 2014
Ameriprise Financial Services, Inc. 2007 - 2009
Wycliffe Bible Translators 2002 - 2006
Lumbermen's Underwriting Alliance 1977 - 2002
Clinton Fire Department 1973 - 1977
Skills
Editing, Creative Writing, Proofreading, Social Media, Journalism, Blogging, Copy Editing, Press Releases, Newsletters, Copywriting
Education
Mississippi College 1970 — 1973
Bachelor of Science (BS), History
Willow Creek Community Church June 2014 - Present
Self Employed June 2009 - June 2014
Ameriprise Financial Services, Inc. 2007 - 2009
Wycliffe Bible Translators 2002 - 2006
Lumbermen's Underwriting Alliance 1977 - 2002
Clinton Fire Department 1973 - 1977
Skills
Editing, Creative Writing, Proofreading, Social Media, Journalism, Blogging, Copy Editing, Press Releases, Newsletters, Copywriting
Education
Mississippi College 1970 — 1973
Bachelor of Science (BS), History
Josh Sloan Josh Sloan's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Student Assistance Foundation December 2005 - October 2012
Education
Montana State University-Bozeman 2000 — 2005
Bachelor of Science, Marketing
Ameriprise Financial Services, Inc. October 2012 - Present
Student Assistance Foundation December 2005 - October 2012
Education
Montana State University-Bozeman 2000 — 2005
Bachelor of Science, Marketing
Karli Peterson's Ameriprise Financial Services, Inc. Experience June 2006 - August 2006
Job Franchise Attorney at Gray Plant Mooty
Industry Law Practice
Experience
Gray Plant Mooty September 2013 - Present
Gray Plant Mooty January 2013 - May 2013
Gray Plant Mooty June 2012 - August 2012
EY September 2008 - August 2010
EY June 2007 - August 2007
Ameriprise Financial Services, Inc. June 2006 - August 2006
Skills
Franchise, CPA, Assurance, Accounting, SEC filings, Financial Reporting, Financial Analysis, Microsoft Excel, Private Equity, Six Sigma
Education
William Mitchell College of Law 2010 — 2013
Juris Doctor
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (BS), Accounting, Entrepreneurial Management
Singapore Management University 2006 — 2006
Gray Plant Mooty September 2013 - Present
Gray Plant Mooty January 2013 - May 2013
Gray Plant Mooty June 2012 - August 2012
EY September 2008 - August 2010
EY June 2007 - August 2007
Ameriprise Financial Services, Inc. June 2006 - August 2006
Skills
Franchise, CPA, Assurance, Accounting, SEC filings, Financial Reporting, Financial Analysis, Microsoft Excel, Private Equity, Six Sigma
Education
William Mitchell College of Law 2010 — 2013
Juris Doctor
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (BS), Accounting, Entrepreneurial Management
Singapore Management University 2006 — 2006
Sherilyn K. Beck Sherilyn K. Beck's Ameriprise Financial Services, Inc. Experience August 2009 - November 2011
Job Privacy Officer at Prime Therapeutics
Industry Financial Services
Experience
Prime Therapeutics November 2014 - Present
Bloom Health December 2011 - November 2014
Ameriprise Financial Services, Inc. August 2009 - November 2011
Ameriprise Financial June 1996 - November 2008
It's A Circle, LLC dba Dunn Bros Coffee and dba Negotiation Consultants 2003 - 2005
The Esquire Group 1999 - 1999
Henson & Efron, P.A. 1994 - 1996
H.B. Fuller Company 1988 - 1994
Skills
Securities, Corporate Governance, Mergers, Start-ups, Series 7, Risk Management, Mergers & Acquisitions, Corporate Finance, Corporate Law, Leadership, Legal Writing, Management
Education
William Mitchell College of Law 1990 — 1994
Juris Doctorate, Law
University of Minnesota-Twin Cities 1983 — 1988
B.A., English/Theatre Arts
University of St. Thomas
Prime Therapeutics November 2014 - Present
Bloom Health December 2011 - November 2014
Ameriprise Financial Services, Inc. August 2009 - November 2011
Ameriprise Financial June 1996 - November 2008
It's A Circle, LLC dba Dunn Bros Coffee and dba Negotiation Consultants 2003 - 2005
The Esquire Group 1999 - 1999
Henson & Efron, P.A. 1994 - 1996
H.B. Fuller Company 1988 - 1994
Skills
Securities, Corporate Governance, Mergers, Start-ups, Series 7, Risk Management, Mergers & Acquisitions, Corporate Finance, Corporate Law, Leadership, Legal Writing, Management
Education
William Mitchell College of Law 1990 — 1994
Juris Doctorate, Law
University of Minnesota-Twin Cities 1983 — 1988
B.A., English/Theatre Arts
University of St. Thomas
Mark Geisler Mark Geisler's Ameriprise Financial Services, Inc. Experience April 2009 - June 2010
Job Compliance Officer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - June 2010
Ameriprise Financial Services, Inc. May 2007 - April 2009
Skills
Securities, Compliance, Securities Law, FINRA, Policy, Policy Analysis
Education
William Mitchell College of Law 2003 — 2007
JD, Law
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - June 2010
Ameriprise Financial Services, Inc. May 2007 - April 2009
Skills
Securities, Compliance, Securities Law, FINRA, Policy, Policy Analysis
Education
William Mitchell College of Law 2003 — 2007
JD, Law
Joseph Pearce CFP®, CRPC® Joseph Pearce CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2003 - May 2009
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Inc. August 1999 - Present
Ameriprise Financial Services, Inc. March 2003 - May 2009
Skills
Retirement Planning, Retirement, Estate Planning, Investments, Financial Advisory, Series 7, Series 63, Leadership, Mutual Funds, Wealth Management, Financial Planning, Insurance, Portfolio Management, Asset Managment, Finance, Microsoft Excel, Saving for Education, Financial Analysis, Public Speaking, Financial Services, Uniform Combined State..., Asset Allocation, 401k, Customer Service, Financial Goals, Strategic Financial..., Investment Advisory, Fixed Income, Fixed Annuities, Investment Strategies, Securities, Time Management
Education
Monmouth University 1994 — 1998
BA Business Administration, Marketing
Ameriprise Financial Inc. August 1999 - Present
Ameriprise Financial Services, Inc. March 2003 - May 2009
Skills
Retirement Planning, Retirement, Estate Planning, Investments, Financial Advisory, Series 7, Series 63, Leadership, Mutual Funds, Wealth Management, Financial Planning, Insurance, Portfolio Management, Asset Managment, Finance, Microsoft Excel, Saving for Education, Financial Analysis, Public Speaking, Financial Services, Uniform Combined State..., Asset Allocation, 401k, Customer Service, Financial Goals, Strategic Financial..., Investment Advisory, Fixed Income, Fixed Annuities, Investment Strategies, Securities, Time Management
Education
Monmouth University 1994 — 1998
BA Business Administration, Marketing
Lynn Pederson Lynn Pederson's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Insurance Network America March 2014 - July 2014
ING June 1997 - December 2013
JCPenney May 1994 - January 2000
CNA Insurance November 1996 - May 1997
Education
Minnesota State University, Mankato
Bachelor of Science (BS), Early Childhood Education and Teaching
Ameriprise Financial Services, Inc. July 2014 - Present
Insurance Network America March 2014 - July 2014
ING June 1997 - December 2013
JCPenney May 1994 - January 2000
CNA Insurance November 1996 - May 1997
Education
Minnesota State University, Mankato
Bachelor of Science (BS), Early Childhood Education and Teaching
Wendy Hoit Wendy Hoit's Ameriprise Financial Services, Inc. Experience 2011 - May 2014
Job Admistrative Assistant at MCR Engineering, Inc.
Industry Civil Engineering
Experience
MCR Engineering August 2014 - Present
Ameriprise Financial Services, Inc. 2011 - May 2014
Ameriprise Financial Services, Inc. 2007 - 2011
Hallmark Cards 1997 - 2005
Bank of Stockton 2000 - 2001
Skills
Retail, Banking, Finance, Microsoft Office, Microsoft Word, Office Management, Data Entry, Morningstar, Customer Service, Visual Merchandising, Accounting, Analysis, Payroll
Education
Modesto Junior College
Associate's degree, Interior Design
MCR Engineering August 2014 - Present
Ameriprise Financial Services, Inc. 2011 - May 2014
Ameriprise Financial Services, Inc. 2007 - 2011
Hallmark Cards 1997 - 2005
Bank of Stockton 2000 - 2001
Skills
Retail, Banking, Finance, Microsoft Office, Microsoft Word, Office Management, Data Entry, Morningstar, Customer Service, Visual Merchandising, Accounting, Analysis, Payroll
Education
Modesto Junior College
Associate's degree, Interior Design
Paul Zwolski Paul Zwolski's Ameriprise Financial Services, Inc. Experience 2000 - 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
TekSystems March 2014 - September 2014
Deloitte May 2013 - December 2013
Syntel Inc. 2008 - 2012
Ameriprise Financial Services, Inc. 2000 - 2006
Ameriprise Financial Services, Inc. 1994 - 2000
Ameriprise Financial Services, Inc. 1986 - 1994
Ameriprise Financial Services, Inc. 1982 - 1986
Ameriprise Financial Services, Inc. 1976 - 1982
Skills
Leadership, Mentoring, Negotiation, Offshore Outsourcing, Project Management, Requirements Gathering, SDLC, Systems Analysis, Team Leadership, Troubleshooting, CICS, Change Management, COBOLII, Conflict Resolution, Database Design, DB2, Endeavor, IBM Mainframe, IMS DB/DC, Incident Management, JCL, Lotus Notes, Microsoft Office, Pacbase, Process Improvement, Production Support, Software Development, Teaching, Teamwork, Time Management, Training, TSO, Vendor Management, Visio, Windows 7, Windows XP Pro
Education
Minnesota State University, Mankato
Bachelor's degree, Accounting
TekSystems March 2014 - September 2014
Deloitte May 2013 - December 2013
Syntel Inc. 2008 - 2012
Ameriprise Financial Services, Inc. 2000 - 2006
Ameriprise Financial Services, Inc. 1994 - 2000
Ameriprise Financial Services, Inc. 1986 - 1994
Ameriprise Financial Services, Inc. 1982 - 1986
Ameriprise Financial Services, Inc. 1976 - 1982
Skills
Leadership, Mentoring, Negotiation, Offshore Outsourcing, Project Management, Requirements Gathering, SDLC, Systems Analysis, Team Leadership, Troubleshooting, CICS, Change Management, COBOLII, Conflict Resolution, Database Design, DB2, Endeavor, IBM Mainframe, IMS DB/DC, Incident Management, JCL, Lotus Notes, Microsoft Office, Pacbase, Process Improvement, Production Support, Software Development, Teaching, Teamwork, Time Management, Training, TSO, Vendor Management, Visio, Windows 7, Windows XP Pro
Education
Minnesota State University, Mankato
Bachelor's degree, Accounting
Kent Friesner's Ameriprise Financial Services, Inc. Experience April 2011 - October 2012
Job Technology Operations Manager at Target
Industry Information Technology and Services
Experience
Target October 2012 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Link Snacks Inc. June 2009 - April 2011
RBC Wealth Management October 2005 - November 2008
FAF Advisors 2004 - 2005
Deephaven Capital Management 2002 - 2004
Fortis ASR 2000 - 2001
Ajilon 1998 - 2000
Carlson Companies 1998 - 1999
US Filter 1996 - 1997
Skills
Team Leadership, Leadership, Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Visio, SharePoint, Project Management, SAP, Disaster Recovery, Requirements Analysis, Agile Methodologies, ITIL, IT Management, Data Warehousing, IT Strategy, Software Development, Software Project..., Integration, Business Intelligence, Project Portfolio..., Business Process, PMO, Requirements Gathering, Business Process..., Enterprise Architecture
Education
North Hennepin Community College 2008 — 2009
Certificate, Project Management
Minnesota State University, Mankato 1986 — 1992
Bachelor's degree, Busines Finance and Computer Science
Target October 2012 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Link Snacks Inc. June 2009 - April 2011
RBC Wealth Management October 2005 - November 2008
FAF Advisors 2004 - 2005
Deephaven Capital Management 2002 - 2004
Fortis ASR 2000 - 2001
Ajilon 1998 - 2000
Carlson Companies 1998 - 1999
US Filter 1996 - 1997
Skills
Team Leadership, Leadership, Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Visio, SharePoint, Project Management, SAP, Disaster Recovery, Requirements Analysis, Agile Methodologies, ITIL, IT Management, Data Warehousing, IT Strategy, Software Development, Software Project..., Integration, Business Intelligence, Project Portfolio..., Business Process, PMO, Requirements Gathering, Business Process..., Enterprise Architecture
Education
North Hennepin Community College 2008 — 2009
Certificate, Project Management
Minnesota State University, Mankato 1986 — 1992
Bachelor's degree, Busines Finance and Computer Science
Joel Marler Joel Marler's Ameriprise Financial Services, Inc. Experience January 2006 - March 2007
Job Payroll Director at Aramark
Industry Accounting
Experience
Aramark December 2014 - Present
JCPenney May 2012 - November 2014
Clipper Windpower August 2011 - May 2012
Reiter Affiliated Companies November 2009 - April 2011
TEL-elcectronics, inc. April 2007 - November 2009
Ameriprise Financial Services, Inc. January 2006 - March 2007
consolidated electrical distirbutors October 2003 - December 2005
Skills
ADP PayExper, ezLabor, Process Improvement, Oracle, Peachtree, Quickbooks, Microsoft Office, ADP PCPW, ReportSmith, Reconciliation, Multi-state Payroll, Payroll Processing, Payroll Administration, Payroll Taxes, Payroll Software, Journal Entries, 401k Plan Administration, Change Management, Customer Service, Analysis, Training & Development, Payroll, Multi-State Sales Tax, Account Reconciliation, QuickBooks, PeopleSoft, Leadership, Accounting, Accounts Payable, Financial Reporting, Accounts Receivable, Finance, Management, Benefits Administration, Employee Benefits, Training, Budgets, Human Resources, Financial Analysis, Recruiting, Internal Controls, New Hire Orientations, Sarbanes-Oxley Act, Auditing, ERP, ADP Payroll, Tax, General Ledger, Software Documentation, Cost Accounting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
B.S., Business Management
Modesto Junior College 1996 — 2004
A.S., Accounting
Modesto Junior College 1996 — 2004
A.A., Business Administration
Modesto Junior College 1996 — 2004
A.A., General Education
Oakdale High School
High School Diploma, Accounting
Aramark December 2014 - Present
JCPenney May 2012 - November 2014
Clipper Windpower August 2011 - May 2012
Reiter Affiliated Companies November 2009 - April 2011
TEL-elcectronics, inc. April 2007 - November 2009
Ameriprise Financial Services, Inc. January 2006 - March 2007
consolidated electrical distirbutors October 2003 - December 2005
Skills
ADP PayExper, ezLabor, Process Improvement, Oracle, Peachtree, Quickbooks, Microsoft Office, ADP PCPW, ReportSmith, Reconciliation, Multi-state Payroll, Payroll Processing, Payroll Administration, Payroll Taxes, Payroll Software, Journal Entries, 401k Plan Administration, Change Management, Customer Service, Analysis, Training & Development, Payroll, Multi-State Sales Tax, Account Reconciliation, QuickBooks, PeopleSoft, Leadership, Accounting, Accounts Payable, Financial Reporting, Accounts Receivable, Finance, Management, Benefits Administration, Employee Benefits, Training, Budgets, Human Resources, Financial Analysis, Recruiting, Internal Controls, New Hire Orientations, Sarbanes-Oxley Act, Auditing, ERP, ADP Payroll, Tax, General Ledger, Software Documentation, Cost Accounting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
B.S., Business Management
Modesto Junior College 1996 — 2004
A.S., Accounting
Modesto Junior College 1996 — 2004
A.A., Business Administration
Modesto Junior College 1996 — 2004
A.A., General Education
Oakdale High School
High School Diploma, Accounting
Ryan Quilling's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Sr. Director, Capital Markets Sales Consulting
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial January 2011 - June 2013
RiverSource Distributors February 2010 - January 2011
Riversource Investments April 2009 - February 2010
Ameriprise Financial October 2006 - April 2009
Skills
Series 7, Annuities, Consultative Selling, Asset Management, Strategic Planning, Mutual Funds, Customer Relations, ETFs, Portfolio Management, Fixed Annuities, Financial Advisory, Selling, Customer Service, Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Series 63
Education
Minnesota State University, Mankato
Bachelor's, International Relations, Minor in History
Osseo Senior
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial January 2011 - June 2013
RiverSource Distributors February 2010 - January 2011
Riversource Investments April 2009 - February 2010
Ameriprise Financial October 2006 - April 2009
Skills
Series 7, Annuities, Consultative Selling, Asset Management, Strategic Planning, Mutual Funds, Customer Relations, ETFs, Portfolio Management, Fixed Annuities, Financial Advisory, Selling, Customer Service, Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Series 63
Education
Minnesota State University, Mankato
Bachelor's, International Relations, Minor in History
Osseo Senior
Steve Rawson Steve Rawson's Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2008 - Present
Athletix, Inc. June 2008 - October 2008
State Farm Insurance January 2005 - May 2008
State Farm Insurance September 2003 - December 2004
American Express August 2000 - August 2003
Education
Mississippi State University 1991 — 1993
BA, Fitness Management
Holmes Community College 1989 — 1991
Associate Degree
Ameriprise Financial Services, Inc. August 2008 - Present
Athletix, Inc. June 2008 - October 2008
State Farm Insurance January 2005 - May 2008
State Farm Insurance September 2003 - December 2004
American Express August 2000 - August 2003
Education
Mississippi State University 1991 — 1993
BA, Fitness Management
Holmes Community College 1989 — 1991
Associate Degree
Bart Kosen CFP Bart Kosen CFP's Ameriprise Financial Services, Inc. Experience July 1991 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1991 - Present
Education
Minnesota State University, Moorhead 1985 — 1989
B.S., Business Administration
Moorhead High School 1976 — 1979
Ameriprise Financial Services, Inc. July 1991 - Present
Education
Minnesota State University, Moorhead 1985 — 1989
B.S., Business Administration
Moorhead High School 1976 — 1979
Todd Kelzenberg Todd Kelzenberg's Ameriprise Financial Services, Inc. Experience 2001 - 2008
Job V. P. Business Development at AdvisorNet Financial Regional Director, Cetera Advisor Networks
Industry Financial Services
Experience
AdvisorNet Financial March 2009 - Present
Ameriprise Financial Services, Inc. 2001 - 2008
Education
Minnesota State University, Mankato 1997 — 2001
B.S., Finance
Blaine High School 1992 — 1995
AdvisorNet Financial March 2009 - Present
Ameriprise Financial Services, Inc. 2001 - 2008
Education
Minnesota State University, Mankato 1997 — 2001
B.S., Finance
Blaine High School 1992 — 1995
Louis A. Gary Louis A. Gary's Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Financial Advisor @ Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Point Foundation July 2014 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
AGLCC 2000 - 2014
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Morgan Stanley April 2007 - April 2008
Commonwealth Financial Network October 2004 - February 2007
American Express Financial Advisors February 2002 - October 2004
Allstate Insurance June 2000 - December 2001
Education
Mississippi State University - College of Business and Industry 1977 — 1982
B.B.A., Managment / Accounting
Mississippi College 1986 — 1986
Accounting - Controllership
Point Foundation July 2014 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
AGLCC 2000 - 2014
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Morgan Stanley April 2007 - April 2008
Commonwealth Financial Network October 2004 - February 2007
American Express Financial Advisors February 2002 - October 2004
Allstate Insurance June 2000 - December 2001
Education
Mississippi State University - College of Business and Industry 1977 — 1982
B.B.A., Managment / Accounting
Mississippi College 1986 — 1986
Accounting - Controllership
Kristi Reynolds Kristi Reynolds's Ameriprise Financial Services, Inc. Experience August 2008 - May 2010
Job Customer Service Representive at OI
Industry Glass, Ceramics & Concrete
Experience
O-I 2013 - Present
O-I May 2010 - 2013
Ameriprise Financial Services, Inc. August 2008 - May 2010
Skills
SAP, Accounts Payable, Microsoft Office, Administrative..., JD Edwards, Accounting, Accounts Receivable, Yellow Belt, Account Reconciliation, Administrative..., Outlook, PeopleSoft, Process Improvement
Education
University of Toledo 2011 — 2015
Bachelor of Business Administration (BBA)
Monroe County Community College 2005 — 2007
Associate's degree, Administrative Assistant and Secretarial Science, General
O-I 2013 - Present
O-I May 2010 - 2013
Ameriprise Financial Services, Inc. August 2008 - May 2010
Skills
SAP, Accounts Payable, Microsoft Office, Administrative..., JD Edwards, Accounting, Accounts Receivable, Yellow Belt, Account Reconciliation, Administrative..., Outlook, PeopleSoft, Process Improvement
Education
University of Toledo 2011 — 2015
Bachelor of Business Administration (BBA)
Monroe County Community College 2005 — 2007
Associate's degree, Administrative Assistant and Secretarial Science, General
Jason Johnson's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Vice President: Delivery & Operations Messaging, Mobile, Collaboration, EUC & User Experience at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. October 2011 - March 2015
Ameriprise Financial Services, Inc. November 2010 - September 2011
Virteva October 2006 - November 2010
BORN Information Services / Fujitsu Consulting 1998 - 2006
Connect Computer May 1997 - August 1998
Hoffman December 1996 - May 1997
Skills
Enterprise Architecture, IT Strategy, Integration, Data Center, IT Service Management, Virtualization, Active Directory, Microsoft Exchange, Vendor Management, IT Management, Citrix, SharePoint, Infrastructure, VMware Infrastructure, CRM, Managed Services, SCCM, System Deployment, Lotus Notes, Storage Area Networks, Strategy, Information Technology, Unified Communications, Cisco Technologies, VMware, Program Management, Risk Management, Enterprise Mobility, Lync Server 2010, Identity Management, Cloud Computing, Distributed Systems, Systems Management, Information Security, Networking, Consulting, Mergers, Acquisitions, Divestitures, Globalization, Email Archiving, Mobile Device Management, Social Media, End User Computing, Storage Architecture, Enterprise Video, Cloud Orchestration
Education
University of St. Thomas 2012 — 2013
Two Mini Masters: Business Administration (MBA) & Financial Management, Finance and Business
St. Cloud Technical College 1995 — 1997
AAS, Microcomputer Support & Network Administration
William Mitchell College of Law 1994 — 1995
International Corporate Law Studies, Corporate Law
St. Cloud State University 1990 — 1994
BA, Political Science, Microcomputer Studies
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. October 2011 - March 2015
Ameriprise Financial Services, Inc. November 2010 - September 2011
Virteva October 2006 - November 2010
BORN Information Services / Fujitsu Consulting 1998 - 2006
Connect Computer May 1997 - August 1998
Hoffman December 1996 - May 1997
Skills
Enterprise Architecture, IT Strategy, Integration, Data Center, IT Service Management, Virtualization, Active Directory, Microsoft Exchange, Vendor Management, IT Management, Citrix, SharePoint, Infrastructure, VMware Infrastructure, CRM, Managed Services, SCCM, System Deployment, Lotus Notes, Storage Area Networks, Strategy, Information Technology, Unified Communications, Cisco Technologies, VMware, Program Management, Risk Management, Enterprise Mobility, Lync Server 2010, Identity Management, Cloud Computing, Distributed Systems, Systems Management, Information Security, Networking, Consulting, Mergers, Acquisitions, Divestitures, Globalization, Email Archiving, Mobile Device Management, Social Media, End User Computing, Storage Architecture, Enterprise Video, Cloud Orchestration
Education
University of St. Thomas 2012 — 2013
Two Mini Masters: Business Administration (MBA) & Financial Management, Finance and Business
St. Cloud Technical College 1995 — 1997
AAS, Microcomputer Support & Network Administration
William Mitchell College of Law 1994 — 1995
International Corporate Law Studies, Corporate Law
St. Cloud State University 1990 — 1994
BA, Political Science, Microcomputer Studies
Leif Pettersen CRPC® Leif Pettersen CRPC®'s Ameriprise Financial Services, Inc. Experience June 2001 - December 2008
Job Wealth Advisor Chartered Retirement Planning CounselorSM
Industry Investment Management
Experience
Independent Wealth Management - January 2009 - Present
Ameriprise Financial Services, Inc. June 2001 - December 2008
Skills
Strategic Financial..., Investment Strategies, Retirement Planning, Securities, Wealth Management..., Wealth, Portfolio Management, Financial Services, IRAs, Finance, 401k
Education
Monmouth University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Economics
Independent Wealth Management - January 2009 - Present
Ameriprise Financial Services, Inc. June 2001 - December 2008
Skills
Strategic Financial..., Investment Strategies, Retirement Planning, Securities, Wealth Management..., Wealth, Portfolio Management, Financial Services, IRAs, Finance, 401k
Education
Monmouth University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Economics
Steve Nieno's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Director of Advanced Markets at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Ameriprise Financial Services, Inc. November 1993 - April 2009
Marudas Print Services and Promotional Products March 1990 - December 1993
Skills
Estate Planning, Business Planning..., Charitable Giving -..., Business Planning, Strategy, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Financial Services, Securities, Retirement Planning, Series 7, Asset Management
Education
William Mitchell College of Law 2000 — 2004
General Law
University of Saint Thomas 1990 — 1995
Finance and Financial Management Services
Ameriprise Financial Services, Inc. May 2009 - Present
Ameriprise Financial Services, Inc. November 1993 - April 2009
Marudas Print Services and Promotional Products March 1990 - December 1993
Skills
Estate Planning, Business Planning..., Charitable Giving -..., Business Planning, Strategy, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Financial Services, Securities, Retirement Planning, Series 7, Asset Management
Education
William Mitchell College of Law 2000 — 2004
General Law
University of Saint Thomas 1990 — 1995
Finance and Financial Management Services
Jim Eells Jim Eells's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial October 2005 - January 2013
American Express June 1997 - October 2005
Skills
CRM, Econometrics, Statistics, Risk Management, Leadership, Financial Services, Credit, SAS, Segmentation, Data Analysis, Analysis
Education
Oklahoma State University 1991 — 1999
Ph.D., Economics
Missouri State University 1986 — 1990
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial October 2005 - January 2013
American Express June 1997 - October 2005
Skills
CRM, Econometrics, Statistics, Risk Management, Leadership, Financial Services, Credit, SAS, Segmentation, Data Analysis, Analysis
Education
Oklahoma State University 1991 — 1999
Ph.D., Economics
Missouri State University 1986 — 1990
Bachelor's degree, Economics
Gregg Tucek's Ameriprise Financial Services, Inc. Experience January 1988 - February 1993
Job Vice President Legal Affairs at Bashas'
Industry Retail
Experience
Bashas' January 2008 - Present
Sherman & Howard June 2001 - January 2008
Gallagher & Kennedy March 1995 - June 2001
Gray Plant Mooty February 1993 - November 1995
Ameriprise Financial Services, Inc. January 1988 - February 1993
BNSF Railway August 1984 - January 1988
Skills
Human Resources, Litigation Management, Contract Law, Employment Law, Risk Management, Labor Relations, EEOC, Collective Bargaining, Employee Relations, Employee Benefits, Union Avoidance, NLRB, Litigation
Education
St. Cloud State University
Bachelor of Arts (B.A.), Business and Speech Communications
William Mitchell College of Law
Doctor of Law (J.D.)
Bashas' January 2008 - Present
Sherman & Howard June 2001 - January 2008
Gallagher & Kennedy March 1995 - June 2001
Gray Plant Mooty February 1993 - November 1995
Ameriprise Financial Services, Inc. January 1988 - February 1993
BNSF Railway August 1984 - January 1988
Skills
Human Resources, Litigation Management, Contract Law, Employment Law, Risk Management, Labor Relations, EEOC, Collective Bargaining, Employee Relations, Employee Benefits, Union Avoidance, NLRB, Litigation
Education
St. Cloud State University
Bachelor of Arts (B.A.), Business and Speech Communications
William Mitchell College of Law
Doctor of Law (J.D.)
Shawna Gunsch Shawna Gunsch's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Experienced HR professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. October 2007 - September 2013
Fargo Moorhead West Fargo Chamber of Commerce October 2003 - September 2007
Blue Cross Blue Shield of ND/Noridian October 1997 - September 2003
Skills
Coaching, Leadership Development, Public Speaking, Customer Service, Employee Engagement, Event Planning, 360 Feedback, Development & delivery..., Mentoring, Recruiting, College Recruiting, Project Management, Community Leadership, Training, Talent Acquisition, Human Resources, Analysis, Employee Benefits, Applicant Tracking..., Screening, Staff Development, Career Development
Education
Minnesota State University, Moorhead
BS, Mass Communications & Speech Communications
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. October 2007 - September 2013
Fargo Moorhead West Fargo Chamber of Commerce October 2003 - September 2007
Blue Cross Blue Shield of ND/Noridian October 1997 - September 2003
Skills
Coaching, Leadership Development, Public Speaking, Customer Service, Employee Engagement, Event Planning, 360 Feedback, Development & delivery..., Mentoring, Recruiting, College Recruiting, Project Management, Community Leadership, Training, Talent Acquisition, Human Resources, Analysis, Employee Benefits, Applicant Tracking..., Screening, Staff Development, Career Development
Education
Minnesota State University, Moorhead
BS, Mass Communications & Speech Communications
Jesse Hall Jesse Hall's Ameriprise Financial Services, Inc. Experience June 2006 - May 2008
Job Investment Consultant at Scottrade Inc.
Industry Financial Services
Experience
Scottrade August 2013 - Present
Jackson National Life October 2012 - October 2013
Curian Capital October 2012 - October 2013
Jeollanamdo Office of Education August 2011 - August 2012
ING Investment Management May 2010 - July 2011
Mass Mutual May 2008 - April 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Series 7, Series 63, Series 6, Asset Allocation, Retirement, Investments, Equities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, 401k, Financial Advisory, Uniform Combined State...
Education
Montana State University-Bozeman 2008 — 2011
M.S., Financial Planning
Montana State University-Bozeman 2002 — 2007
B.A., History with a concentration in economics
Scottrade August 2013 - Present
Jackson National Life October 2012 - October 2013
Curian Capital October 2012 - October 2013
Jeollanamdo Office of Education August 2011 - August 2012
ING Investment Management May 2010 - July 2011
Mass Mutual May 2008 - April 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Series 7, Series 63, Series 6, Asset Allocation, Retirement, Investments, Equities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, 401k, Financial Advisory, Uniform Combined State...
Education
Montana State University-Bozeman 2008 — 2011
M.S., Financial Planning
Montana State University-Bozeman 2002 — 2007
B.A., History with a concentration in economics
Morgan Power Morgan Power's Ameriprise Financial Services, Inc. Experience July 2011 - July 2013
Job at
Industry Accounting
Experience
HelpSystems, LLC November 2014 - Present
XRS Corporation 2013 - 2014
Ameriprise Financial Services, Inc. July 2011 - July 2013
McGladrey September 2006 - July 2011
Skills
CPA, Financial Reporting, US GAAP, SEC filings, Financial Accounting, Financial Statements, Internal Audit, General Ledger, Variance Analysis, Internal Controls
Education
Minnesota State University, Mankato 2003 — 2006
BS, Accounting
HelpSystems, LLC November 2014 - Present
XRS Corporation 2013 - 2014
Ameriprise Financial Services, Inc. July 2011 - July 2013
McGladrey September 2006 - July 2011
Skills
CPA, Financial Reporting, US GAAP, SEC filings, Financial Accounting, Financial Statements, Internal Audit, General Ledger, Variance Analysis, Internal Controls
Education
Minnesota State University, Mankato 2003 — 2006
BS, Accounting
Nick Kling MBA Nick Kling MBA's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Recruiter/Talent Acquisition at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ambrion September 2011 - July 2015
University of Phoenix September 2008 - September 2011
Skills
Recruiting, Interviews, Leadership, College Recruiting, Management, Microsoft Excel, Applicant Tracking..., Human Resources, Talent Management, Talent Acquisition, Technical Recruiting, Employee Relations, PeopleSoft, Sourcing, Business Networking, Negotiation, Resume Writing, Temporary Placement, Career Counseling, Highly personable
Education
University of Phoenix 2008 — 2010
Masters, Business Administration
Minnesota State University, Mankato 1999 — 2003
Bachelors, Education
White Bear Lake
Ameriprise Financial Services, Inc. August 2015 - Present
Ambrion September 2011 - July 2015
University of Phoenix September 2008 - September 2011
Skills
Recruiting, Interviews, Leadership, College Recruiting, Management, Microsoft Excel, Applicant Tracking..., Human Resources, Talent Management, Talent Acquisition, Technical Recruiting, Employee Relations, PeopleSoft, Sourcing, Business Networking, Negotiation, Resume Writing, Temporary Placement, Career Counseling, Highly personable
Education
University of Phoenix 2008 — 2010
Masters, Business Administration
Minnesota State University, Mankato 1999 — 2003
Bachelors, Education
White Bear Lake
Ana Lisa Peña Ana Lisa Peña's Ameriprise Financial Services, Inc. Experience 2000 - 2004
Job Immigration Attorney in Private Practice
Industry Law Practice
Experience
Private Practice May 2013 - Present
Immigrant Law Center of Minnesota November 2007 - May 2013
Southern Minnesota Regional Legal Services 2006 - 2007
Ameriprise Financial Services, Inc. 2000 - 2004
John Wiley and Sons 1998 - 2000
Skills
Immigration Law, Naturalization, Legal Research, Legal Writing, Litigation, Family Law, Visas, Courts, Adjustment Of Status, Westlaw, Civil Litigation, Mediation, Legal Issues, Appeals, Immigration Issues, Law Firm Management
Education
William Mitchell College of Law 2002 — 2005
J.D., Law
The University of Texas at Austin 1996 — 1998
B.A., English, French, Creative Writing
Private Practice May 2013 - Present
Immigrant Law Center of Minnesota November 2007 - May 2013
Southern Minnesota Regional Legal Services 2006 - 2007
Ameriprise Financial Services, Inc. 2000 - 2004
John Wiley and Sons 1998 - 2000
Skills
Immigration Law, Naturalization, Legal Research, Legal Writing, Litigation, Family Law, Visas, Courts, Adjustment Of Status, Westlaw, Civil Litigation, Mediation, Legal Issues, Appeals, Immigration Issues, Law Firm Management
Education
William Mitchell College of Law 2002 — 2005
J.D., Law
The University of Texas at Austin 1996 — 1998
B.A., English, French, Creative Writing
Kelly Rach, CFP® Kelly Rach, CFP®'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor with Russ Runck & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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
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
Kevin Colosimo Kevin Colosimo's Ameriprise Financial Services, Inc. Experience April 2002 - December 2004
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Thrivent Financial March 2010 - April 2012
Ameriprise Financial December 2004 - February 2010
Ameriprise Financial Services, Inc. April 2002 - December 2004
Ameriprise Financial Services, Inc. May 2000 - April 2002
Education
Monmouth University 1996 — 2000
Bachelors, Political Science
Charles Schwab April 2012 - Present
Thrivent Financial March 2010 - April 2012
Ameriprise Financial December 2004 - February 2010
Ameriprise Financial Services, Inc. April 2002 - December 2004
Ameriprise Financial Services, Inc. May 2000 - April 2002
Education
Monmouth University 1996 — 2000
Bachelors, Political Science
Lance Strom, CFP® Lance Strom, CFP®'s Ameriprise Financial Services, Inc. Experience June 2001 - Present
Job JAROS & ASSOCIATES A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2001 - Present
Education
Winona State University 1996 — 2001
BA, Education, Business
Minnesota State University, Mankato
CFP, Certified Financial Planner
Ameriprise Financial Services, Inc. June 2001 - Present
Education
Winona State University 1996 — 2001
BA, Education, Business
Minnesota State University, Mankato
CFP, Certified Financial Planner
Thomas Atchinson Thomas Atchinson's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Equity Research Analyst at Maverick Student Investment Fund
Industry Financial Services
Experience
Maverick Student Investment Fund August 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
The Reporter January 2015 - May 2015
Talberg Lawn and Landscape May 2013 - August 2014
Target November 2011 - June 2012
Skills
Leadership, Teamwork, Microsoft Office, Team-oriented, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Dependable Team Player, Finance, Communication, Cashiering
Education
Minnesota State University, Mankato 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.53
Champlin Park High School 2008 — 2012
Maverick Student Investment Fund August 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
The Reporter January 2015 - May 2015
Talberg Lawn and Landscape May 2013 - August 2014
Target November 2011 - June 2012
Skills
Leadership, Teamwork, Microsoft Office, Team-oriented, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Dependable Team Player, Finance, Communication, Cashiering
Education
Minnesota State University, Mankato 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.53
Champlin Park High School 2008 — 2012
Jared Lorts Jared Lorts's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Experienced Marketing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial Services, Inc. January 2008 - February 2011
H&R Block Financial Advisors (Now Ameriprise Financial) January 2006 - July 2008
Edward Jones April 2005 - January 2006
Skills
Leadership, Team Leadership, Strategic Leadership, Marketing Management, Training, Operations Management, Strategy Implementation, Management, Marketing Communications, Marketing Strategy, Budgets, Interactive Marketing, Sales, Program Management, Cross-functional Team..., Microsoft Excel, Sales Operations, Corporate Communications, Email Marketing, Social Media, New Client Acquisitions, Business Coaching, Promotions, Content Writing, Incentive Programs, Website Development, Microsoft Word, PowerPoint, Vizio, Access, FrontPage, CRM, Outlook, Series 24, Series 65, Series 7
Education
Missouri State University 2000 — 2004
Bachelor's degree, Marketing Management, 3.8 cumulative GPA, Graduated Magna Cum Laude
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial Services, Inc. January 2008 - February 2011
H&R Block Financial Advisors (Now Ameriprise Financial) January 2006 - July 2008
Edward Jones April 2005 - January 2006
Skills
Leadership, Team Leadership, Strategic Leadership, Marketing Management, Training, Operations Management, Strategy Implementation, Management, Marketing Communications, Marketing Strategy, Budgets, Interactive Marketing, Sales, Program Management, Cross-functional Team..., Microsoft Excel, Sales Operations, Corporate Communications, Email Marketing, Social Media, New Client Acquisitions, Business Coaching, Promotions, Content Writing, Incentive Programs, Website Development, Microsoft Word, PowerPoint, Vizio, Access, FrontPage, CRM, Outlook, Series 24, Series 65, Series 7
Education
Missouri State University 2000 — 2004
Bachelor's degree, Marketing Management, 3.8 cumulative GPA, Graduated Magna Cum Laude
Mindy Carmouche Mindy Carmouche's Ameriprise Financial Services, Inc. Experience January 2000 - August 2004
Job Senior Project Manager
Industry Marketing and Advertising
Experience
Hanley Wood Marketing August 2006 - June 2015
Linnihan Foy Advertising August 2004 - August 2006
Ameriprise Financial Services, Inc. January 2000 - August 2004
Skills
Interactive Marketing, Integrated Marketing, Content Strategy, Email Marketing, Digital Marketing, Marketing Communications, Social Media Marketing, Advertising, Google Analytics, Web Content Management, Direct Marketing, Digital Strategy, Direct Mail, Interactive Advertising, Online Advertising, Creative Strategy, Project Management, SEM, Web Analytics, Copywriting, Creative Writing, Scheduling
Education
Southwest Missouri State University 1994 — 1998
Bachelor’s Degree, Marketing/Marketing Management, 3.8
University of Missouri-Columbia 1993 — 1994
N/A
Hanley Wood Marketing August 2006 - June 2015
Linnihan Foy Advertising August 2004 - August 2006
Ameriprise Financial Services, Inc. January 2000 - August 2004
Skills
Interactive Marketing, Integrated Marketing, Content Strategy, Email Marketing, Digital Marketing, Marketing Communications, Social Media Marketing, Advertising, Google Analytics, Web Content Management, Direct Marketing, Digital Strategy, Direct Mail, Interactive Advertising, Online Advertising, Creative Strategy, Project Management, SEM, Web Analytics, Copywriting, Creative Writing, Scheduling
Education
Southwest Missouri State University 1994 — 1998
Bachelor’s Degree, Marketing/Marketing Management, 3.8
University of Missouri-Columbia 1993 — 1994
N/A
Linda Manley-Kuitu Linda Manley-Kuitu's Ameriprise Financial Services, Inc. Experience September 1999 - Present
Job Technology Project Manager Compliance & Fraud Prevention at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. September 1999 - Present
First Bank Systems January 1998 - September 1999
Northwest Airlines January 1996 - December 1997
3M July 1993 - December 1995
Davis, Thomas & Associates March 1992 - June 1993
Education
Minnesota State University, Mankato
BS, Industrial and Organizational Psychology
University of St. Thomas
Mini Masters, Software Design
Ameriprise Financial Services, Inc. September 1999 - Present
First Bank Systems January 1998 - September 1999
Northwest Airlines January 1996 - December 1997
3M July 1993 - December 1995
Davis, Thomas & Associates March 1992 - June 1993
Education
Minnesota State University, Mankato
BS, Industrial and Organizational Psychology
University of St. Thomas
Mini Masters, Software Design
Marty Anderson Marty Anderson's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Director Technology Ambassadors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial January 2007 - April 2013
Ameriprise Financial 1998 - 2007
Ameriprise Financial 1994 - 1998
Ameriprise Financial 1992 - 1994
Ameriprise Financial 1986 - 1992
Skills
Problem Solving, Written & Oral..., Persuasive Presentations, Information Technology..., Consultative Style, Intuitiveness, Coaching, Leadership, Training, Team Leadership, Leadership Development, Public Speaking, Employee Training, Change Management, Instructional Design, Business Development, Strategic Planning, Performance Management, Program Management, Executive Coaching, Talent Management, Team Building, Marketing Communications, Vendor Management, Organizational..., Cross-functional Team..., Employee Engagement, Needs Analysis, Recruiting, Workshop Facilitation, Strategy, Time Management, Succession Planning, Management, Financial Services
Education
Minnesota State University, Moorhead 1981 — 1985
B.S., Marketing, Political Science
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial January 2007 - April 2013
Ameriprise Financial 1998 - 2007
Ameriprise Financial 1994 - 1998
Ameriprise Financial 1992 - 1994
Ameriprise Financial 1986 - 1992
Skills
Problem Solving, Written & Oral..., Persuasive Presentations, Information Technology..., Consultative Style, Intuitiveness, Coaching, Leadership, Training, Team Leadership, Leadership Development, Public Speaking, Employee Training, Change Management, Instructional Design, Business Development, Strategic Planning, Performance Management, Program Management, Executive Coaching, Talent Management, Team Building, Marketing Communications, Vendor Management, Organizational..., Cross-functional Team..., Employee Engagement, Needs Analysis, Recruiting, Workshop Facilitation, Strategy, Time Management, Succession Planning, Management, Financial Services
Education
Minnesota State University, Moorhead 1981 — 1985
B.S., Marketing, Political Science
Adam Neumann Adam Neumann's Ameriprise Financial Services, Inc. Experience September 2013 - May 2014
Job Associate Financial Analyst at Medtronic
Industry Retail
Experience
Medtronic Associate Financial AnalystMedtronicAugust 2015 - Present
Target July 2014 - March 2015
Ameriprise Financial Services, Inc. September 2013 - May 2014
Sunbelt Business Brokers and M&A Advisors January 2014 - April 2014
Minnesota Timberwolves February 2013 - April 2014
Liberty Diversified International June 2013 - August 2013
The Sportsman's Guide July 2012 - June 2013
Skills
SEO, Microsoft Excel, PowerPoint, Marketing, Market Research, Sales, Social Media, Facebook, Microsoft Office, Social Media Marketing, Social Networking, Advertising, Marketing Strategy, Marketing Communications, Event Planning, Team Leadership, Online Marketing, Financial Modeling, Investment Research, Industry Research, Presentations, Financial Analysis, Negotiation, Communication
Education
University of St. Thomas 2010 — 2014
Bachelor’s Degree, Financial Management
Minnesota State University, Moorhead 2009 — 2010
Medtronic Associate Financial AnalystMedtronicAugust 2015 - Present
Target July 2014 - March 2015
Ameriprise Financial Services, Inc. September 2013 - May 2014
Sunbelt Business Brokers and M&A Advisors January 2014 - April 2014
Minnesota Timberwolves February 2013 - April 2014
Liberty Diversified International June 2013 - August 2013
The Sportsman's Guide July 2012 - June 2013
Skills
SEO, Microsoft Excel, PowerPoint, Marketing, Market Research, Sales, Social Media, Facebook, Microsoft Office, Social Media Marketing, Social Networking, Advertising, Marketing Strategy, Marketing Communications, Event Planning, Team Leadership, Online Marketing, Financial Modeling, Investment Research, Industry Research, Presentations, Financial Analysis, Negotiation, Communication
Education
University of St. Thomas 2010 — 2014
Bachelor’s Degree, Financial Management
Minnesota State University, Moorhead 2009 — 2010
Jeffrey Boser Jeffrey Boser's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Manager | Mutual Fund Operations Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. February 2004 - August 2015
Education
Minnesota State University, Moorhead
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. February 2004 - August 2015
Education
Minnesota State University, Moorhead
Shannon Stanford Shannon Stanford's Ameriprise Financial Services, Inc. Experience September 1996 - July 2004
Job Master ClassCertified Benefits Counselor
Industry Insurance
Experience
Colonial Life September 2013 - Present
HR Professionals Magazine October 2013 - July 2014
Employee Benefits Services May 2013 - May 2014
Wells Fargo Insurance Services November 2011 - April 2013
Ingles Markets August 2010 - November 2011
Hello! Morristown February 2007 - November 2011
Morgan Marketing January 2010 - July 2010
Catering August 2007 - July 2010
Morgan Keegan October 2004 - October 2005
Ameriprise Financial Services, Inc. September 1996 - July 2004
Skills
Strategic Financial..., New Business Development, Training, Advertising, Financial Analysis, Sales, PowerPoint, Public Relations, Banking, Investments, Series 7, Marketing, Microsoft Office, Team Building, Television, Public Speaking, Customer Service, Insurance, Microsoft Word, Budgets, Research, Negotiation, Social Media, Finance, Small Business, Leadership, Disability Insurance, Property & Casualty..., Health Insurance, Risk Management, Life Insurance, Employee Benefits, Account Management, Strategic Planning, Long-term Care, Microsoft Excel, Event Planning, Commercial Insurance, Claim, Social Networking, Marketing Strategy
Education
Mississippi State University 1991 — 1995
Bachelor of Business Administration, Banking and Finance
Kirk Academy 1979 — 1991
Colonial Life September 2013 - Present
HR Professionals Magazine October 2013 - July 2014
Employee Benefits Services May 2013 - May 2014
Wells Fargo Insurance Services November 2011 - April 2013
Ingles Markets August 2010 - November 2011
Hello! Morristown February 2007 - November 2011
Morgan Marketing January 2010 - July 2010
Catering August 2007 - July 2010
Morgan Keegan October 2004 - October 2005
Ameriprise Financial Services, Inc. September 1996 - July 2004
Skills
Strategic Financial..., New Business Development, Training, Advertising, Financial Analysis, Sales, PowerPoint, Public Relations, Banking, Investments, Series 7, Marketing, Microsoft Office, Team Building, Television, Public Speaking, Customer Service, Insurance, Microsoft Word, Budgets, Research, Negotiation, Social Media, Finance, Small Business, Leadership, Disability Insurance, Property & Casualty..., Health Insurance, Risk Management, Life Insurance, Employee Benefits, Account Management, Strategic Planning, Long-term Care, Microsoft Excel, Event Planning, Commercial Insurance, Claim, Social Networking, Marketing Strategy
Education
Mississippi State University 1991 — 1995
Bachelor of Business Administration, Banking and Finance
Kirk Academy 1979 — 1991
Michelle Wagner's Ameriprise Financial Services, Inc. Experience 2004 - 2012
Job Marketing and Event Management
Industry Marketing and Advertising
Experience
Thrivent Financial April 2015 - Present
U.S. Compliance Corporation March 2013 - Present
Ameriprise Financial Services, Inc. 2004 - 2012
Best Buy 2001 - 2004
Skills
Marketing Management, Marketing Communications, Product Marketing, Email Marketing, Event Management, Business Process..., Project Management
Education
Minnesota State University, Mankato
Bachelor’s Degree, 3.9
Thrivent Financial April 2015 - Present
U.S. Compliance Corporation March 2013 - Present
Ameriprise Financial Services, Inc. 2004 - 2012
Best Buy 2001 - 2004
Skills
Marketing Management, Marketing Communications, Product Marketing, Email Marketing, Event Management, Business Process..., Project Management
Education
Minnesota State University, Mankato
Bachelor’s Degree, 3.9
Kate V. Moran's Ameriprise Financial Services, Inc. Experience January 2006 - April 2009
Job Relationship Sales at Brooks Brothers
Industry Marketing and Advertising
Experience
Brooks Brothers April 2015 - Present
DCM Foundation August 2014 - January 2015
AT&T Global Services April 2012 - September 2014
NJ Department LWD January 2011 - March 2012
Union County College January 2011 - April 2011
MetLife April 2009 - September 2009
Ameriprise Financial Services, Inc. January 2006 - April 2009
JKM, Environmental January 2005 - December 2006
AT&T Consumer Services January 1998 - December 2004
AT&T Business Services January 1995 - December 1998
Skills
Internet Literacy..., Professional Writer, French Language Fluency, MS Project, MS Office Suite, Marketing Communications, Corporate Communications, Internal Communications, Community Relations, Strategic Communications, Consultancy, Management Consulting, Contract Management, Microsoft Office, Internet, Web Applications, Public Relations, Telecommunications, Community Development, Consultants, Strategy, Marketing Strategy, Professional Writing, Start-ups, Executive Coaching, Business Strategy, Strategic Partnerships, Integrated Marketing, Program Management, Management, Account Management, Coaching, Team Building, Vendor Management, Cloud Computing, CRM, Training, Business Planning, Leadership, Online Marketing, Team Leadership, Social Media, Strategic Planning, Product Marketing, Project Management, Social Media Marketing, B2B, Social Networking, E-commerce, Business Development
Education
Monmouth University 2000 — 2002
Bachelor of Science, Business Administration & Management Concentration, Graduated Cum Laude
Computer Insight, Eatontown, NJ 2011 — 2011
Program Completed and Certified, Microsoft Office 2007 Certification Program
St. Catherine University
Liberal Arts and Sciences, General Studies and Humanities, 3.9 GPA
Brooks Brothers April 2015 - Present
DCM Foundation August 2014 - January 2015
AT&T Global Services April 2012 - September 2014
NJ Department LWD January 2011 - March 2012
Union County College January 2011 - April 2011
MetLife April 2009 - September 2009
Ameriprise Financial Services, Inc. January 2006 - April 2009
JKM, Environmental January 2005 - December 2006
AT&T Consumer Services January 1998 - December 2004
AT&T Business Services January 1995 - December 1998
Skills
Internet Literacy..., Professional Writer, French Language Fluency, MS Project, MS Office Suite, Marketing Communications, Corporate Communications, Internal Communications, Community Relations, Strategic Communications, Consultancy, Management Consulting, Contract Management, Microsoft Office, Internet, Web Applications, Public Relations, Telecommunications, Community Development, Consultants, Strategy, Marketing Strategy, Professional Writing, Start-ups, Executive Coaching, Business Strategy, Strategic Partnerships, Integrated Marketing, Program Management, Management, Account Management, Coaching, Team Building, Vendor Management, Cloud Computing, CRM, Training, Business Planning, Leadership, Online Marketing, Team Leadership, Social Media, Strategic Planning, Product Marketing, Project Management, Social Media Marketing, B2B, Social Networking, E-commerce, Business Development
Education
Monmouth University 2000 — 2002
Bachelor of Science, Business Administration & Management Concentration, Graduated Cum Laude
Computer Insight, Eatontown, NJ 2011 — 2011
Program Completed and Certified, Microsoft Office 2007 Certification Program
St. Catherine University
Liberal Arts and Sciences, General Studies and Humanities, 3.9 GPA
Ellery Crace Ellery Crace's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Project Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - Present
Allianz Life May 2010 - July 2014
Allianz Life March 2008 - May 2010
Allianz Life June 2007 - February 2008
Rush Creek Golf Club May 2006 - November 2006
Skills
Fixed Annuities, Customer Service, Call Center, Financial Services, Business Process..., Outsourcing, Call Centers, CRM, Process Improvement, Management, Leadership, Business Analysis, Vendor Management, Project Management, Change Management
Education
Mississippi State University 2000 — 2004
Bachelor of Science (BS), Marketing
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - Present
Allianz Life May 2010 - July 2014
Allianz Life March 2008 - May 2010
Allianz Life June 2007 - February 2008
Rush Creek Golf Club May 2006 - November 2006
Skills
Fixed Annuities, Customer Service, Call Center, Financial Services, Business Process..., Outsourcing, Call Centers, CRM, Process Improvement, Management, Leadership, Business Analysis, Vendor Management, Project Management, Change Management
Education
Mississippi State University 2000 — 2004
Bachelor of Science (BS), Marketing
Cathy Gress Springer Cathy Gress Springer's Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Sr. Manager Legal Affairs at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2005 - Present
Dorsey & Whitney LLP November 1999 - September 2005
Zelle Hofmann 1997 - 1999
Skills
Employment Law, Litigation, Immigration Issues, Securities, Corporate Law, Human Resources, Trials, Management
Education
Minnesota State University, Moorhead 1991 — 1995
B.S., Paralegal Studies
Ameriprise Financial Services, Inc. 2005 - Present
Dorsey & Whitney LLP November 1999 - September 2005
Zelle Hofmann 1997 - 1999
Skills
Employment Law, Litigation, Immigration Issues, Securities, Corporate Law, Human Resources, Trials, Management
Education
Minnesota State University, Moorhead 1991 — 1995
B.S., Paralegal Studies
Nate Genung Nate Genung's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Independence Realty Securities LLC July 2011 - November 2013
Skills
Investments, Equities, Financial Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Series 7, Financial Planning, Management
Education
William Mitchell College of Law 2008 — 2010
Doctor of Law (J.D.)
University of Minnesota-Duluth 2003 — 2006
Bachelor of Applied Science (BASc)
Mounds View 1999 — 2002
Ameriprise Financial Services, Inc. February 2014 - Present
Independence Realty Securities LLC July 2011 - November 2013
Skills
Investments, Equities, Financial Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Series 7, Financial Planning, Management
Education
William Mitchell College of Law 2008 — 2010
Doctor of Law (J.D.)
University of Minnesota-Duluth 2003 — 2006
Bachelor of Applied Science (BASc)
Mounds View 1999 — 2002
Ryan Mueller Ryan Mueller's Ameriprise Financial Services, Inc. Experience May 2014 - March 2015
Job Finance Graduate from MSU Mankato
Industry Financial Services
Experience
HCC Life Insurance Company April 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - March 2015
Menards July 2012 - May 2014
Greens of Howard Lake May 2011 - August 2011
Walmart June 2010 - August 2010
Skills
Microsoft Office, Cash-handling, Teamwork, Creativity, Social Media, Sales, Customer Service, Leadership, Data Entry, Time Management, PowerPoint, Microsoft Excel, Public Speaking, Financial Analysis, Team Leadership, Microsoft Word, Event Planning, Social Networking
Education
Minnesota State University, Mankato 2010 — 2014
HCC Life Insurance Company April 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - March 2015
Menards July 2012 - May 2014
Greens of Howard Lake May 2011 - August 2011
Walmart June 2010 - August 2010
Skills
Microsoft Office, Cash-handling, Teamwork, Creativity, Social Media, Sales, Customer Service, Leadership, Data Entry, Time Management, PowerPoint, Microsoft Excel, Public Speaking, Financial Analysis, Team Leadership, Microsoft Word, Event Planning, Social Networking
Education
Minnesota State University, Mankato 2010 — 2014
Andy Hite Andy Hite's Ameriprise Financial Services, Inc. Experience August 2006 - February 2007
Job Project Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF October 2013 - Present
SunGard Global Services January 2008 - October 2013
BBVA Compass March 2007 - December 2007
Ameriprise Financial Services, Inc. August 2006 - February 2007
Education
Mississippi State University 2005 — 2006
Master of Business Administration (MBA)
Mississippi State University 2001 — 2005
Bachelor's degree, Accounting
TIAA-CREF October 2013 - Present
SunGard Global Services January 2008 - October 2013
BBVA Compass March 2007 - December 2007
Ameriprise Financial Services, Inc. August 2006 - February 2007
Education
Mississippi State University 2005 — 2006
Master of Business Administration (MBA)
Mississippi State University 2001 — 2005
Bachelor's degree, Accounting
David J. Mammina, CFP®, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2007 - July 2008
Job Financial Advisor at Coastline Wealth Management
Industry Financial Services
Experience
Coastline Wealth Management March 2015 - Present
GM Advisory Group February 2014 - March 2015
Charles Schwab October 2010 - February 2014
Wells Fargo Advisors, LLC July 2008 - May 2010
Ameriprise Financial Services, Inc. January 2007 - July 2008
Skills
Finance, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Uniform Combined State..., Strategic Financial..., Investment Advisory, Fixed Annuities, Asset Management, 401k, Portfolio Management
Education
Molloy College 2007 — 2009
MBA, Financial Planning
St. Joseph's College 2005 — 2007
BS, Business Administration
Coastline Wealth Management March 2015 - Present
GM Advisory Group February 2014 - March 2015
Charles Schwab October 2010 - February 2014
Wells Fargo Advisors, LLC July 2008 - May 2010
Ameriprise Financial Services, Inc. January 2007 - July 2008
Skills
Finance, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Uniform Combined State..., Strategic Financial..., Investment Advisory, Fixed Annuities, Asset Management, 401k, Portfolio Management
Education
Molloy College 2007 — 2009
MBA, Financial Planning
St. Joseph's College 2005 — 2007
BS, Business Administration
Mitchel Johnson, CFP® Mitchel Johnson, CFP®'s Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - June 2014
Ameriprise Financial Services, Inc. June 2012 - September 2013
Country Inn & Suites by Carlson 2011 - 2011
Skills
Microsoft Office, Series 7, Naviplan Financial..., Salesforce.com, Thompson One, Project Planning, Portfolio Management, Financial Advisory, Editing, Asset Allocation, Access, Financial Analysis, Lotus Notes, Outlook, Microsoft Excel, Insurance, Securities, PowerPoint, Time Management, Investment Strategies, Data Analysis, Microsoft Word, Analysis, Financial Planning, Retirement Planning, Finance
Education
Minnesota State University, Mankato 2007 — 2012
B.A., Finance: Emphasis in Financial Planning and Insurance, Cum Laude
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - June 2014
Ameriprise Financial Services, Inc. June 2012 - September 2013
Country Inn & Suites by Carlson 2011 - 2011
Skills
Microsoft Office, Series 7, Naviplan Financial..., Salesforce.com, Thompson One, Project Planning, Portfolio Management, Financial Advisory, Editing, Asset Allocation, Access, Financial Analysis, Lotus Notes, Outlook, Microsoft Excel, Insurance, Securities, PowerPoint, Time Management, Investment Strategies, Data Analysis, Microsoft Word, Analysis, Financial Planning, Retirement Planning, Finance
Education
Minnesota State University, Mankato 2007 — 2012
B.A., Finance: Emphasis in Financial Planning and Insurance, Cum Laude
Michael Boettcher's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Director of Human Capital Management and Learning at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Prime Therapeutics December 2012 - October 2014
SuperValu January 2008 - December 2012
The Nielsen Company June 2004 - January 2008
Skyway Software November 2001 - May 2004
Ariba July 1998 - October 2001
USDA July 1997 - July 1998
Liberty Transport May 1995 - June 1997
United States Army January 1988 - January 1992
Skills
Enterprise Architecture, SDLC, Software Project..., SOA, Integration, Business Intelligence, IT Strategy, Project Management, Data Warehousing, Process Improvement, Agile Methodologies, Enterprise Software, Product Management, Requirements Analysis, SQL, Microsoft SQL Server, Solution Architecture, Leadership, Java Enterprise Edition, Business Analysis, Vendor Management, Management, Visio, Requirements Gathering, IT Management, Architecture, ITIL, Project Planning, Software Development, SharePoint, Databases, Oracle, Business Process, Business Process Design, ETL, Weblogic, Application Architecture, Data Modeling, Web Services, Systems Analysis, Unix, Database Design, DB2, PMP, PL/SQL, Disaster Recovery, EAI, Scrum, XML, Websphere
Education
Mississippi State University
B.S., Computer Engineering
Ameriprise Financial Services, Inc. October 2014 - Present
Prime Therapeutics December 2012 - October 2014
SuperValu January 2008 - December 2012
The Nielsen Company June 2004 - January 2008
Skyway Software November 2001 - May 2004
Ariba July 1998 - October 2001
USDA July 1997 - July 1998
Liberty Transport May 1995 - June 1997
United States Army January 1988 - January 1992
Skills
Enterprise Architecture, SDLC, Software Project..., SOA, Integration, Business Intelligence, IT Strategy, Project Management, Data Warehousing, Process Improvement, Agile Methodologies, Enterprise Software, Product Management, Requirements Analysis, SQL, Microsoft SQL Server, Solution Architecture, Leadership, Java Enterprise Edition, Business Analysis, Vendor Management, Management, Visio, Requirements Gathering, IT Management, Architecture, ITIL, Project Planning, Software Development, SharePoint, Databases, Oracle, Business Process, Business Process Design, ETL, Weblogic, Application Architecture, Data Modeling, Web Services, Systems Analysis, Unix, Database Design, DB2, PMP, PL/SQL, Disaster Recovery, EAI, Scrum, XML, Websphere
Education
Mississippi State University
B.S., Computer Engineering
Dawn Summers, CPA, CFP®'s Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2008 - Present
Education
Mississippi College 1986 — 1988
Ameriprise Financial Services, Inc. August 2008 - Present
Education
Mississippi College 1986 — 1988
Kari J. Skedsvold's Ameriprise Financial Services, Inc. Experience September 1999 - Present
Job CPA Financial Advisor Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1999 - Present
Resources Global Professionals January 1997 - September 1999
Bogumil, Holzgang + Co., PC November 1993 - December 1997
Education
Montana State University-Bozeman 1987 — 1992
BS, Accounting
Culbertson High School 1984 — 1987
Ameriprise Financial Services, Inc. September 1999 - Present
Resources Global Professionals January 1997 - September 1999
Bogumil, Holzgang + Co., PC November 1993 - December 1997
Education
Montana State University-Bozeman 1987 — 1992
BS, Accounting
Culbertson High School 1984 — 1987
Tina Palmer's Ameriprise Financial Services, Inc. Experience September 2008 - May 2012
Job Senior Operations Director at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield May 2014 - Present
Gateway Funding June 2012 - Present
Ameriprise Financial Services, Inc. September 2008 - May 2012
J&W Seligman September 1981 - November 2008
Skills
Project Management, Operations Management, Site Development, Commercial Real Estate, Real Estate Financing, Personnel Management, Contract Negotiation, Vendor Management, Vendor Relationships, Corporate Security, Business Travel, Travel Management, Building Relationships, Hiring Personnel, Strategic Communications, Strategic Partnerships, Purchase Management, Purchasing Negotiation, Event Planning, Event Management, Strategic Financial...
Education
Monmouth University
Bachelors of Arts, Psychology
Cushman & Wakefield May 2014 - Present
Gateway Funding June 2012 - Present
Ameriprise Financial Services, Inc. September 2008 - May 2012
J&W Seligman September 1981 - November 2008
Skills
Project Management, Operations Management, Site Development, Commercial Real Estate, Real Estate Financing, Personnel Management, Contract Negotiation, Vendor Management, Vendor Relationships, Corporate Security, Business Travel, Travel Management, Building Relationships, Hiring Personnel, Strategic Communications, Strategic Partnerships, Purchase Management, Purchasing Negotiation, Event Planning, Event Management, Strategic Financial...
Education
Monmouth University
Bachelors of Arts, Psychology
Jeremy Hartman's Ameriprise Financial Services, Inc. Experience February 1998 - September 2001
Job Registered Investment Adviser, RTRP (Registered Tax Return Preparer)
Industry Financial Services
Experience
Access Financial & Income Tax Services March 2005 - Present
Citizens Investment Services September 2001 - December 2004
Ameriprise Financial Services, Inc. February 1998 - September 2001
Skills
Mutual Funds, 401k, Retirement, Fixed Annuities, Retirement Planning, Strategic Financial..., Investments, Wealth Management, Asset Allocation, Series 6, Finance, Securities, Investment Advisory, Financial Advisory, Banking, Uniform Combined State...
Education
Susquehanna University 1995 — 1998
Bachelors of Science, Finance, Accounting
Mohawk Valley Community College 1993 — 1995
Associates in Applied Science, Accounting
Access Financial & Income Tax Services March 2005 - Present
Citizens Investment Services September 2001 - December 2004
Ameriprise Financial Services, Inc. February 1998 - September 2001
Skills
Mutual Funds, 401k, Retirement, Fixed Annuities, Retirement Planning, Strategic Financial..., Investments, Wealth Management, Asset Allocation, Series 6, Finance, Securities, Investment Advisory, Financial Advisory, Banking, Uniform Combined State...
Education
Susquehanna University 1995 — 1998
Bachelors of Science, Finance, Accounting
Mohawk Valley Community College 1993 — 1995
Associates in Applied Science, Accounting
Paul Atchison's Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2008 - Present
Wells Fargo 1998 - 2006
Skills
Series 7, Investments, Retirement, Asset Allocation, Mutual Funds, Securities, Fixed Annuities, Financial Services, FINRA, Equities, Insurance, Fixed Income, Relationship Management, Strategic Financial..., Portfolio Management, Retirement Planning, Wealth Management, Series 63
Education
Minnesota State University, Mankato
Bachelor's Degree, Business Administration - Concentration in Marketing
NSP
NSP
NSP
North St Paul
Ameriprise Financial Services, Inc. January 2008 - Present
Wells Fargo 1998 - 2006
Skills
Series 7, Investments, Retirement, Asset Allocation, Mutual Funds, Securities, Fixed Annuities, Financial Services, FINRA, Equities, Insurance, Fixed Income, Relationship Management, Strategic Financial..., Portfolio Management, Retirement Planning, Wealth Management, Series 63
Education
Minnesota State University, Mankato
Bachelor's Degree, Business Administration - Concentration in Marketing
NSP
NSP
NSP
North St Paul
Sherman Steen's Ameriprise Financial Services, Inc. Experience June 2009 - Present
Job Manager Regulatory Affairs at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial August 2005 - September 2007
Ameriprise Financial February 2004 - August 2005
Education
Minnesota State University, Moorhead 1991 — 1995
BS, Business Managment
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial August 2005 - September 2007
Ameriprise Financial February 2004 - August 2005
Education
Minnesota State University, Moorhead 1991 — 1995
BS, Business Managment
Mary F Powers's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Business Analyst | Alternative Investments
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo Investments August 2001 - April 2011
Wells Fargo Investments March 2001 - August 2001
Wells Fargo Investments November 1999 - March 2001
Skills
Mutual Funds, Account Reconciliation, Bloomberg, Securities, Series 7, Process Improvement, Risk Management, Analysis, Credit, Business Analysis, Equities, Financial Services, FINRA, Finance, Financial Analysis
Education
University of St. Thomas - Opus College of Business 1993 — 1995
Minnesota State University, Mankato 1989 — 1991
Engineering
Eden Prairie High School
Eden Prairie High School
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo Investments August 2001 - April 2011
Wells Fargo Investments March 2001 - August 2001
Wells Fargo Investments November 1999 - March 2001
Skills
Mutual Funds, Account Reconciliation, Bloomberg, Securities, Series 7, Process Improvement, Risk Management, Analysis, Credit, Business Analysis, Equities, Financial Services, FINRA, Finance, Financial Analysis
Education
University of St. Thomas - Opus College of Business 1993 — 1995
Minnesota State University, Mankato 1989 — 1991
Engineering
Eden Prairie High School
Eden Prairie High School
Chris Halpin, CRPS®'s Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Eaton Vance January 2010 - January 2015
Edward Jones December 2006 - January 2010
ING Mutual Funds December 2005 - October 2006
AllianceBernstein February 2001 - December 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Alternative Investments, Retirement, 401k, Financial Services, Portfolio Management, Financial Planning, Sales, Investment Advisory, Investment Strategies, Equities, Fixed Income, Separately Managed..., Investment Management, Relationship Management, Financial Advisory, ETFs
Education
Montclair State University
Lincoln Financial Distributors June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Eaton Vance January 2010 - January 2015
Edward Jones December 2006 - January 2010
ING Mutual Funds December 2005 - October 2006
AllianceBernstein February 2001 - December 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Alternative Investments, Retirement, 401k, Financial Services, Portfolio Management, Financial Planning, Sales, Investment Advisory, Investment Strategies, Equities, Fixed Income, Separately Managed..., Investment Management, Relationship Management, Financial Advisory, ETFs
Education
Montclair State University
Benjamin LaCroix's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Wells Fargo April 2013 - October 2014
Merrill Corporation 2007 - 2011
Merrill Corporation 2004 - 2006
Merrill Corporation 2002 - 2004
Merrill Corporation 1999 - 2002
Merrill Corporation 1997 - 1999
Merrill Corporation 1993 - 1996
Skills
Information Security..., Visio, Team Leadership, ITIL, Vendor Management, Project Management, Cross-functional Team..., Process Improvement, Software Documentation, Leadership, Troubleshooting, Business Analysis, IT Service Management, SharePoint, System Administration, Team Building, Telecommunications, Change Management, Information Technology, Risk Management, Risk Assessment, Windows, Security, Call Centers, Technical Writing, Disaster Recovery, Training, Project Planning
Education
William Mitchell College of Law 2011 — 2012
JD Coursework
University of Minnesota-Twin Cities
BA, Literature
University of Strathclyde
Cousework
Ameriprise Financial Services, Inc. October 2014 - Present
Wells Fargo April 2013 - October 2014
Merrill Corporation 2007 - 2011
Merrill Corporation 2004 - 2006
Merrill Corporation 2002 - 2004
Merrill Corporation 1999 - 2002
Merrill Corporation 1997 - 1999
Merrill Corporation 1993 - 1996
Skills
Information Security..., Visio, Team Leadership, ITIL, Vendor Management, Project Management, Cross-functional Team..., Process Improvement, Software Documentation, Leadership, Troubleshooting, Business Analysis, IT Service Management, SharePoint, System Administration, Team Building, Telecommunications, Change Management, Information Technology, Risk Management, Risk Assessment, Windows, Security, Call Centers, Technical Writing, Disaster Recovery, Training, Project Planning
Education
William Mitchell College of Law 2011 — 2012
JD Coursework
University of Minnesota-Twin Cities
BA, Literature
University of Strathclyde
Cousework
Rick Shaughnessy's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Associate Financial Advisor Vice President Codacovi & Associates Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Guardian Life October 2013 - July 2014
UBS Wealth Management January 2012 - September 2013
UBS Wealth Management 2009 - 2012
UBS Wealth Management 2006 - 2009
Skills
Risk Management, Business Planning, College Education..., Employee Benefits, Protection Planning, Customer Service, Community Service, Strategic Planning
Education
Monmouth University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Brick Memorial
Ameriprise Financial Services, Inc. July 2014 - Present
Guardian Life October 2013 - July 2014
UBS Wealth Management January 2012 - September 2013
UBS Wealth Management 2009 - 2012
UBS Wealth Management 2006 - 2009
Skills
Risk Management, Business Planning, College Education..., Employee Benefits, Protection Planning, Customer Service, Community Service, Strategic Planning
Education
Monmouth University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Brick Memorial
Lara Howell's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Sr. Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Life Time Fitness February 2002 - August 2013
Life Time Fitness February 2002 - August 2013
The Cullinan Group July 1999 - December 2001
Skills
Event Planning, Customer Service, Time Management, Social Media, Marketing, Public Speaking, Outlook, Newsletters, Leadership, Microsoft Excel, PowerPoint, Public Relations, Mass Communication, Administrative..., Microsoft Word, Administrative..., Management, Social Media Marketing
Education
Minnesota State University, Moorhead 1992 — 1996
Ameriprise Financial Services, Inc. October 2013 - Present
Life Time Fitness February 2002 - August 2013
Life Time Fitness February 2002 - August 2013
The Cullinan Group July 1999 - December 2001
Skills
Event Planning, Customer Service, Time Management, Social Media, Marketing, Public Speaking, Outlook, Newsletters, Leadership, Microsoft Excel, PowerPoint, Public Relations, Mass Communication, Administrative..., Microsoft Word, Administrative..., Management, Social Media Marketing
Education
Minnesota State University, Moorhead 1992 — 1996
Jody Olney, CPA, MBA's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Financial Advisor at Legacy Financial Partners, A Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Self Employed Accountant July 2009 - March 2015
ULM Oil Field Services April 2013 - June 2014
Eide Bailly LLP January 2013 - April 2013
Coach America April 2009 - March 2012
Trimlife, Inc. April 2002 - March 2009
NISC March 1999 - April 2002
State Bank of Streeter September 1997 - March 1999
Education
The University of North Dakota 2001 — 2007
MBA
The University of North Dakota 1995 — 1996
BBA, Accounting and Financial Mgmt
Minot State University 1993 — 1995
Accounting & Financial Mgmt
Burke Central High School
Ameriprise Financial Services, Inc. March 2015 - Present
Self Employed Accountant July 2009 - March 2015
ULM Oil Field Services April 2013 - June 2014
Eide Bailly LLP January 2013 - April 2013
Coach America April 2009 - March 2012
Trimlife, Inc. April 2002 - March 2009
NISC March 1999 - April 2002
State Bank of Streeter September 1997 - March 1999
Education
The University of North Dakota 2001 — 2007
MBA
The University of North Dakota 1995 — 1996
BBA, Accounting and Financial Mgmt
Minot State University 1993 — 1995
Accounting & Financial Mgmt
Burke Central High School
Lori BuckBrown's Ameriprise Financial Services, Inc. Experience 1993 - 2007
Job General Counsel at Portico Benefit Services
Industry Law Practice
Experience
Portico Benefit Services October 2013 - Present
St. Catherine's University August 2009 - December 2013
Ameriprise Financial Services, Inc. 1993 - 2007
Oppenheimer Wolff & Donnelly September 1990 - September 1993
Skills
Securities, Mutual Funds, Corporate Law, Investments, Securities Regulation, Mergers & Acquisitions, Risk Management, Financial Services, Series 7, Dispute Resolution, Corporate Governance
Education
William Mitchell College of Law
Portico Benefit Services October 2013 - Present
St. Catherine's University August 2009 - December 2013
Ameriprise Financial Services, Inc. 1993 - 2007
Oppenheimer Wolff & Donnelly September 1990 - September 1993
Skills
Securities, Mutual Funds, Corporate Law, Investments, Securities Regulation, Mergers & Acquisitions, Risk Management, Financial Services, Series 7, Dispute Resolution, Corporate Governance
Education
William Mitchell College of Law
Dean Neuharth's Ameriprise Financial Services, Inc. Experience November 2010 - August 2012
Job Life Insurance and Annuity Wholesaler
Industry Financial Services
Experience
Thrivent Financial for Lutherans August 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - August 2012
John Hancock 1999 - 2001
Manulife Wood Logan 1999 - 2001
Fortis 1998 - 1999
Ameriprise Financial Advisors 1992 - 1995
Skills
Public Speaking, Fixed Annuities, Series 63, Series 7, Mutual Funds, 401k, Asset Allocation, Retirement, Retirement Planning, Sales, Series 6, Wealth Management
Education
Minnesota State University, Moorhead 1986 — 1990
B.S., Finance
Thrivent Financial for Lutherans August 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - August 2012
John Hancock 1999 - 2001
Manulife Wood Logan 1999 - 2001
Fortis 1998 - 1999
Ameriprise Financial Advisors 1992 - 1995
Skills
Public Speaking, Fixed Annuities, Series 63, Series 7, Mutual Funds, 401k, Asset Allocation, Retirement, Retirement Planning, Sales, Series 6, Wealth Management
Education
Minnesota State University, Moorhead 1986 — 1990
B.S., Finance
Larry Terry's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Skills
Asset Allocation, Asset Management, Customer Service, Equities, Estate Planning, Financial Analysis, Financial Advisory, Insurance, Investment Advisory, Investment Strategies, Investments, Portfolio Management
Education
Missouri Southern State University 1974 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Skills
Asset Allocation, Asset Management, Customer Service, Equities, Estate Planning, Financial Analysis, Financial Advisory, Insurance, Investment Advisory, Investment Strategies, Investments, Portfolio Management
Education
Missouri Southern State University 1974 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
Brian Elliason's Ameriprise Financial Services, Inc. Experience September 2006 - December 2007
Job Principal The Law Office of Brian Keith Elliason
Industry Financial Services
Experience
The Law Office of Brian Keith Elliason April 2013 - Present
Independence Realty Securities March 2013 - May 2013
Ameriprise Financial December 2007 - March 2013
Ameriprise Financial Services, Inc. September 2006 - December 2007
Ameriprise Financial Services, Inc. October 2004 - September 2006
TCF Investments and Insurance 2002 - 2003
Texas State Securities Board October 2000 - August 2002
Skills
Alternative Investments, Real Estate Transactions, Commercial Real Estate, Private Placements, Financial Services, Product Management, Securities, Wealth Management, Small Business, Series 7, Series 24, Series 66, Series 79, Investments, Equities, Competitive Analysis, Product Marketing, Cross-functional Team..., Insurance, Business Analysis, Fixed Income, Asset Management, Asset Allocation, Relationship Management, Mutual Funds, Banking, Real Estate Investor
Education
William Mitchell College of Law 2008 — 2012
Juris Doctor, Law
University of Minnesota-Twin Cities 1995 — 1998
Bachelor of Arts, History
The Law Office of Brian Keith Elliason April 2013 - Present
Independence Realty Securities March 2013 - May 2013
Ameriprise Financial December 2007 - March 2013
Ameriprise Financial Services, Inc. September 2006 - December 2007
Ameriprise Financial Services, Inc. October 2004 - September 2006
TCF Investments and Insurance 2002 - 2003
Texas State Securities Board October 2000 - August 2002
Skills
Alternative Investments, Real Estate Transactions, Commercial Real Estate, Private Placements, Financial Services, Product Management, Securities, Wealth Management, Small Business, Series 7, Series 24, Series 66, Series 79, Investments, Equities, Competitive Analysis, Product Marketing, Cross-functional Team..., Insurance, Business Analysis, Fixed Income, Asset Management, Asset Allocation, Relationship Management, Mutual Funds, Banking, Real Estate Investor
Education
William Mitchell College of Law 2008 — 2012
Juris Doctor, Law
University of Minnesota-Twin Cities 1995 — 1998
Bachelor of Arts, History
William A Nevitt's Ameriprise Financial Services, Inc. Experience Securities PrincipalB & B Securities, IncNovember 1997 - August 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Securities PrincipalB & B Securities, IncNovember 1997 - August 2008
Education
Molloy College 1976 — 1980
BA, Philosophy
Ameriprise Financial Services, Inc. Securities PrincipalB & B Securities, IncNovember 1997 - August 2008
Education
Molloy College 1976 — 1980
BA, Philosophy
Roger J Solis,CRPC®'s Ameriprise Financial Services, Inc. Experience February 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1993 - Present
Education
College for Financial Planning 2002 — 2007
CRPC®, Chartered Retirement Planning Counselor
Missouri State University 1988 — 1992
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. February 1993 - Present
Education
College for Financial Planning 2002 — 2007
CRPC®, Chartered Retirement Planning Counselor
Missouri State University 1988 — 1992
Bachelor of Science, Economics
Ronald Ruegg's Ameriprise Financial Services, Inc. Experience June 1999 - March 2002
Job Regional Risk Supervisor at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. July 2010 - Present
Ameriprise Financial, Inc. April 2002 - June 2010
Ameriprise Financial Services, Inc. June 1999 - March 2002
Education
Minnesota State University, Mankato 1982 — 1984
MBA, Business
University of Minnesota - Carlson School of Management 1968 — 1972
BSB - Regular, Business
Ameriprise Financial, Inc. July 2010 - Present
Ameriprise Financial, Inc. April 2002 - June 2010
Ameriprise Financial Services, Inc. June 1999 - March 2002
Education
Minnesota State University, Mankato 1982 — 1984
MBA, Business
University of Minnesota - Carlson School of Management 1968 — 1972
BSB - Regular, Business
Doug Brewers's Ameriprise Financial Services, Inc. Experience January 2005 - Present
Job Division Vice President RiverSource Annuities at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2005 - Present
RiverSource Distributors 2005 - Present
Ameriprise Financial 2005 - Present
Minnesota Life April 1980 - October 1984
Skills
Series 7, Series 24, Retirement Planning, Retirement, Series 63, Mutual Funds, Asset Allocation, Fixed Annuities, Wealth Management, Investment Advisory, 401k, Variable Annuities, Strategic Financial..., Financial Advisory, Investments, Securities, Financial Services, Estate Planning, Uniform Combined State..., Asset Management, Investment Strategies, Life Insurance, Series 6, Long-term Care, FINRA, Financial Planning
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Business
Minnesota State University, Moorhead 1975 — 1979
BS, Management
Ameriprise Financial Services, Inc. January 2005 - Present
RiverSource Distributors 2005 - Present
Ameriprise Financial 2005 - Present
Minnesota Life April 1980 - October 1984
Skills
Series 7, Series 24, Retirement Planning, Retirement, Series 63, Mutual Funds, Asset Allocation, Fixed Annuities, Wealth Management, Investment Advisory, 401k, Variable Annuities, Strategic Financial..., Financial Advisory, Investments, Securities, Financial Services, Estate Planning, Uniform Combined State..., Asset Management, Investment Strategies, Life Insurance, Series 6, Long-term Care, FINRA, Financial Planning
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Business
Minnesota State University, Moorhead 1975 — 1979
BS, Management
Cruz Perez's Ameriprise Financial Services, Inc. Experience November 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2004 - Present
Churchill Management Group June 2001 - April 2004
TD Waterhouse Investor Services, Inc. December 1997 - May 2001
Education
Montana State University-Billings 1992 — 1996
Bachelor of Scienc, Sociology
Ameriprise Financial Services, Inc. November 2004 - Present
Churchill Management Group June 2001 - April 2004
TD Waterhouse Investor Services, Inc. December 1997 - May 2001
Education
Montana State University-Billings 1992 — 1996
Bachelor of Scienc, Sociology
Carrie Jaeger's Ameriprise Financial Services, Inc. Experience April 2000 - December 2007
Job Business Process Consultant at Target
Industry Retail
Experience
Target October 2011 - Present
Target September 2010 - October 2011
Target January 2008 - December 2009
Ameriprise Financial Services, Inc. April 2000 - December 2007
Skills
Microsoft OneNote, Microsoft Project, Call Center Support, Requirements Analysis, Visio, Technical Writing, Software Training, Needs Analysis, Instructional Design, Call Centers
Education
Minnesota State University, Moorhead 1984 — 1988
English, Writing
Target October 2011 - Present
Target September 2010 - October 2011
Target January 2008 - December 2009
Ameriprise Financial Services, Inc. April 2000 - December 2007
Skills
Microsoft OneNote, Microsoft Project, Call Center Support, Requirements Analysis, Visio, Technical Writing, Software Training, Needs Analysis, Instructional Design, Call Centers
Education
Minnesota State University, Moorhead 1984 — 1988
English, Writing
Patrick Jacobson's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
UnitedHealth Group 2008 - 2009
Ameriprise Financial Services, Inc. March 1996 - December 2007
Education
Minnesota State University, Mankato 1985 — 1990
Business Administration, Finance, Economics
Ameriprise Financial Services, Inc. July 2009 - Present
UnitedHealth Group 2008 - 2009
Ameriprise Financial Services, Inc. March 1996 - December 2007
Education
Minnesota State University, Mankato 1985 — 1990
Business Administration, Finance, Economics
David Waynick, CRPC®'s Ameriprise Financial Services, Inc. Experience April 1995 - Present
Job Private Wealth Advisor at Waynick, Swinigan, & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1995 - Present
Education
Missouri State University 1988 — 1992
BS, Finance
Ameriprise Financial Services, Inc. April 1995 - Present
Education
Missouri State University 1988 — 1992
BS, Finance
Caroline Delano's Ameriprise Financial Services, Inc. Experience August 2004 - August 2008
Job Corporate Paralegal
Industry Law Practice
Experience
Nichols Kaster, PLLP September 2014 - September 2014
Special Counsel Minneapolis, MN July 2014 - July 2014
Université Paris-Est Créteil (UPEC) September 2011 - July 2012
van Cutsem - Wittamer - Marnef & Partners May 2010 - August 2010
Ameriprise Financial Services, Inc. August 2004 - August 2008
Wells Fargo Home Mortgage August 2000 - August 2004
Société Générale de banques April 1991 - September 1998
Skills
Job Analysis, Recruitments, Employee Benefits, HR Policies, Contract Negotiation, Life Insurance, Permanent Life Insurance, Fannie Mae, International Business..., Contract Recruitment, Legal Research, Legal Compliance, Corporate Law, Time Management, Close Attention to..., Autonomous, Recrutement
Education
William Mitchell College of Law 2015 — 2016
Master of Laws (LL.M.) (expected in 2016)., International and comparative law
Université Paul Cézanne (Aix-Marseille III) 2008 — 2010
Master, Business Law
Nichols Kaster, PLLP September 2014 - September 2014
Special Counsel Minneapolis, MN July 2014 - July 2014
Université Paris-Est Créteil (UPEC) September 2011 - July 2012
van Cutsem - Wittamer - Marnef & Partners May 2010 - August 2010
Ameriprise Financial Services, Inc. August 2004 - August 2008
Wells Fargo Home Mortgage August 2000 - August 2004
Société Générale de banques April 1991 - September 1998
Skills
Job Analysis, Recruitments, Employee Benefits, HR Policies, Contract Negotiation, Life Insurance, Permanent Life Insurance, Fannie Mae, International Business..., Contract Recruitment, Legal Research, Legal Compliance, Corporate Law, Time Management, Close Attention to..., Autonomous, Recrutement
Education
William Mitchell College of Law 2015 — 2016
Master of Laws (LL.M.) (expected in 2016)., International and comparative law
Université Paul Cézanne (Aix-Marseille III) 2008 — 2010
Master, Business Law
Alessia Simone's Ameriprise Financial Services, Inc. Experience September 2007 - September 2008
Job Financial Operations Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase Bank JPMorgan Securities, LLC November 2009 - Present
JPMorgan Chase November 2012 - January 2014
Wells Fargo Financial January 2009 - November 2009
TD February 2005 - November 2009
Ameriprise Financial Services, Inc. September 2007 - September 2008
Skills
Credit, Banking, Finance, Investments, Cash Flow, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Sales, Real Estate, Customer Satisfaction, Marketing, Italian, Financial Analysis, Analysis, Access, Financial Services, Accounts Payable, Loans, Insurance, Mortgage Lending, Credit Analysis, Loan Origination, Financial Reporting, Data Analysis, FINRA, Series 63, Series 6, Management, Training
Education
Montclair State University 2004 — 2008
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase Bank JPMorgan Securities, LLC November 2009 - Present
JPMorgan Chase November 2012 - January 2014
Wells Fargo Financial January 2009 - November 2009
TD February 2005 - November 2009
Ameriprise Financial Services, Inc. September 2007 - September 2008
Skills
Credit, Banking, Finance, Investments, Cash Flow, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Sales, Real Estate, Customer Satisfaction, Marketing, Italian, Financial Analysis, Analysis, Access, Financial Services, Accounts Payable, Loans, Insurance, Mortgage Lending, Credit Analysis, Loan Origination, Financial Reporting, Data Analysis, FINRA, Series 63, Series 6, Management, Training
Education
Montclair State University 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Randy Garner's Ameriprise Financial Services, Inc. Experience May 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2005 - Present
Riley Hosptial May 1994 - May 2005
Education
College of Financial Planning 2012 — 2012
Certified Retirement Planning Councelor - CRPC, Retirement Planning
Mississippi College 1984 — 1987
Bachelor of Science (BS), Computer Science
Ameriprise Financial Services, Inc. May 2005 - Present
Riley Hosptial May 1994 - May 2005
Education
College of Financial Planning 2012 — 2012
Certified Retirement Planning Councelor - CRPC, Retirement Planning
Mississippi College 1984 — 1987
Bachelor of Science (BS), Computer Science
Kenneth Kallem, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Montana State University-Billings 1995 — 1996
Business, Economics and Finance
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Montana State University-Billings 1995 — 1996
Business, Economics and Finance
Tammie Ryan's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Sr. Audit Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. August 2010 - February 2014
Best Buy October 2003 - January 2005
Thrivent Financial October 1996 - October 2003
Skills
Process Improvement, Sarbanes-Oxley Act
Education
University of St. Thomas 1998 — 2002
M.B.A, Finance
Minnesota State University, Mankato 1990 — 1994
B.S., Accounting
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. August 2010 - February 2014
Best Buy October 2003 - January 2005
Thrivent Financial October 1996 - October 2003
Skills
Process Improvement, Sarbanes-Oxley Act
Education
University of St. Thomas 1998 — 2002
M.B.A, Finance
Minnesota State University, Mankato 1990 — 1994
B.S., Accounting
Timothy Luther, CRPC's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Qualified Kingdom Advisor, Founder and President of Luther McFarland Kuehner and associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1998 - Present
Albuquerque Public Schools August 1994 - August 1998
San Francisco Giants June 1991 - June 1993
Education
Minnesota State University, Mankato
Bachelor's degree, History
Missouri Southern State University
Ameriprise Financial Services, Inc. 1998 - Present
Albuquerque Public Schools August 1994 - August 1998
San Francisco Giants June 1991 - June 1993
Education
Minnesota State University, Mankato
Bachelor's degree, History
Missouri Southern State University
Linda Horn-Benson's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Director Corporate Treasury at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial August 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - August 2013
Ameriprise Financial Services, Inc. January 2007 - June 2009
GMAC ResCap 2001 - 2006
Skills
Cash Management, Strategic Financial..., Investments, Treasury, Financial Analysis, Banking, Treasury Management, Finance, Financial Modeling, Portfolio Management
Education
Minnesota State University, Mankato 1994 — 1999
Minnesota State University, Mankato 1994 — 1999
Rocori High School 1985 — 1989
Rocori 1984 — 1989
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial August 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - August 2013
Ameriprise Financial Services, Inc. January 2007 - June 2009
GMAC ResCap 2001 - 2006
Skills
Cash Management, Strategic Financial..., Investments, Treasury, Financial Analysis, Banking, Treasury Management, Finance, Financial Modeling, Portfolio Management
Education
Minnesota State University, Mankato 1994 — 1999
Minnesota State University, Mankato 1994 — 1999
Rocori High School 1985 — 1989
Rocori 1984 — 1989
John E. Jack Burke, CRPC®'s Ameriprise Financial Services, Inc. Experience May 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1998 - Present
Education
University of Missouri-Columbia 1990 — 1993
MS
Missouri State University 1983 — 1985
BS, Geology
Ameriprise Financial Services, Inc. May 1998 - Present
Education
University of Missouri-Columbia 1990 — 1993
MS
Missouri State University 1983 — 1985
BS, Geology
Devon Hanson's Ameriprise Financial Services, Inc. Experience July 2008 - Present
Job Client Service Manager at Proviant Group, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2008 - Present
Education
Minnesota State University, Moorhead 2002 — 2004
Bachelor's degree, Finance, General
North Dakota State University 2001 — 2002
University of Minnesota-Duluth 2000 — 2001
Ameriprise Financial Services, Inc. July 2008 - Present
Education
Minnesota State University, Moorhead 2002 — 2004
Bachelor's degree, Finance, General
North Dakota State University 2001 — 2002
University of Minnesota-Duluth 2000 — 2001
Shah Arafat's Ameriprise Financial Services, Inc. Experience August 2011 - June 2012
Job Senior Project Manager at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines July 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - June 2012
Wells Fargo August 2010 - May 2011
Wells Fargo Investments January 2010 - August 2010
JP Morgan Chase August 2007 - December 2009
Oracle November 2005 - July 2007
Kaiser Permanente May 2003 - October 2005
Skills
Quality Assurance, Integration, Databases, Testing, User Acceptance Testing, Business Intelligence, SDLC, PMO, Project Management, Scrum, Oracle, Cross-functional Team..., Business Analysis, Software Development, Software Documentation, SQL, Process Improvement, Project Delivery, CRM, ERP, Analysis, Business Requirements, Change Management
Education
Minnesota State University, Mankato 2000 — 2003
Management Information and System, Business, Computer Science, Math and Speech Communication
Faujdarhat Cadet College
University of Phoenix
Delta Air Lines July 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - June 2012
Wells Fargo August 2010 - May 2011
Wells Fargo Investments January 2010 - August 2010
JP Morgan Chase August 2007 - December 2009
Oracle November 2005 - July 2007
Kaiser Permanente May 2003 - October 2005
Skills
Quality Assurance, Integration, Databases, Testing, User Acceptance Testing, Business Intelligence, SDLC, PMO, Project Management, Scrum, Oracle, Cross-functional Team..., Business Analysis, Software Development, Software Documentation, SQL, Process Improvement, Project Delivery, CRM, ERP, Analysis, Business Requirements, Change Management
Education
Minnesota State University, Mankato 2000 — 2003
Management Information and System, Business, Computer Science, Math and Speech Communication
Faujdarhat Cadet College
University of Phoenix
Al Tynes's Ameriprise Financial Services, Inc. Experience March 2004 - April 2006
Job President/Owner at Accrescent Insurance Services
Industry Insurance
Experience
Accrescent Insurance Services January 2009 - Present
Hantz Group April 2006 - January 2009
Ameriprise Financial Services, Inc. March 2004 - April 2006
Education
Mississippi State University
Accounting, Finance
Accrescent Insurance Services January 2009 - Present
Hantz Group April 2006 - January 2009
Ameriprise Financial Services, Inc. March 2004 - April 2006
Education
Mississippi State University
Accounting, Finance
Tracy Klinga's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Education
Minnesota State University, Mankato 1987 — 1991
Bachelor of Science, Marketing/Computer Science
Ameriprise Financial Services, Inc. April 2012 - Present
Education
Minnesota State University, Mankato 1987 — 1991
Bachelor of Science, Marketing/Computer Science
Mitchell Frein's Ameriprise Financial Services, Inc. Experience May 2010 - March 2012
Job Financial Analyst 2 at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters July 2013 - Present
Target Corporation March 2012 - 2013
Ameriprise Financial Services, Inc. May 2010 - March 2012
Northwestern Mutual and Financial Network Internship, Northwestern Mutual April 2008 - August 2009
Merrill Lynch Internship, Merrill Lynch June 2007 - August 2007
Piper Hills Golf Club May 1999 - October 2004
Skills
SAP, Microsoft Office, Budgets, Project Planning, Leadership, Microsoft Excel, Customer Service, Sales, Team Building, Time Management, Microsoft Word, Business Analysis, Retail, Process Improvement
Education
Minnesota State University 2005 — 2009
Bachelors, Financial Analysis and Financial Planning
Minnesota State University, Mankato 2005 — 2009
Finance, Financial Analysis and Financial Planning
Thomson Reuters July 2013 - Present
Target Corporation March 2012 - 2013
Ameriprise Financial Services, Inc. May 2010 - March 2012
Northwestern Mutual and Financial Network Internship, Northwestern Mutual April 2008 - August 2009
Merrill Lynch Internship, Merrill Lynch June 2007 - August 2007
Piper Hills Golf Club May 1999 - October 2004
Skills
SAP, Microsoft Office, Budgets, Project Planning, Leadership, Microsoft Excel, Customer Service, Sales, Team Building, Time Management, Microsoft Word, Business Analysis, Retail, Process Improvement
Education
Minnesota State University 2005 — 2009
Bachelors, Financial Analysis and Financial Planning
Minnesota State University, Mankato 2005 — 2009
Finance, Financial Analysis and Financial Planning
Louise Lambrecht's Ameriprise Financial Services, Inc. Experience November 2009 - August 2011
Job Human Resources Information Specialist
Industry Financial Services
Experience
Medtronic June 2013 - Present
Ameriprise Financial Services, Inc. November 2009 - August 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Microsoft Office, Naviplan, Morningstar, Training, Financial Advisory, Retirement Planning, Management, Strategic Financial..., Series 7, Mutual Funds, Financial Services
Education
University of St. Thomas 1987 — 1990
MBA, Marketing
Minnesota State University, Mankato 1980 — 1984
Bachelor of Science, Marketing, Management, and Industrial Relations
Medtronic June 2013 - Present
Ameriprise Financial Services, Inc. November 2009 - August 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Microsoft Office, Naviplan, Morningstar, Training, Financial Advisory, Retirement Planning, Management, Strategic Financial..., Series 7, Mutual Funds, Financial Services
Education
University of St. Thomas 1987 — 1990
MBA, Marketing
Minnesota State University, Mankato 1980 — 1984
Bachelor of Science, Marketing, Management, and Industrial Relations
Tom Weis's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job AML Operations Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - October 2013
Ameriprise Financial Services, Inc. October 2004 - January 2012
American Express Financial Advisors March 2001 - October 2004
Skills
Series 7, Equities, Securities, AML, KYC, Financial Risk, Risk Management, Financial Analysis, FINRA, Anti-fraud, Banking
Education
University of St. Thomas
Bachelor of Arts (B.A.)
William Mitchell College of Law
Doctor of Law (J.D.)
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - October 2013
Ameriprise Financial Services, Inc. October 2004 - January 2012
American Express Financial Advisors March 2001 - October 2004
Skills
Series 7, Equities, Securities, AML, KYC, Financial Risk, Risk Management, Financial Analysis, FINRA, Anti-fraud, Banking
Education
University of St. Thomas
Bachelor of Arts (B.A.)
William Mitchell College of Law
Doctor of Law (J.D.)
Lee Gallion, CFP®'s Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Education
Mississippi State University
Bachelor of Applied Science (BASc), Business Administration
Ameriprise Financial Services, Inc. September 2014 - Present
Education
Mississippi State University
Bachelor of Applied Science (BASc), Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank