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
Nathan Grooms, CRPC® Nathan Grooms, CRPC®'s Ameriprise Financial Services, Inc. Experience September 1999 - Present
Job Financial Advisor, Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1999 - Present
Education
North Carolina State University 1995 — 1999
BS, Business Management
Ameriprise Financial Services, Inc. September 1999 - Present
Education
North Carolina State University 1995 — 1999
BS, Business Management
Wahida Joarder Wahida Joarder's Ameriprise Financial Services, Inc. Experience March 2015 - May 2015
Job Application Developer (Intern) at U.S Bank
Industry Computer Software
Experience
U.S. Bank June 2015 - Present
Ameriprise Financial Services, Inc. March 2015 - May 2015
Wholesale Change, Inc. January 2014 - January 2015
Macy’s Inc., Edina, MN May 2014 - December 2014
JC Penny, Inc. Edina, MN June 2012 - December 2013
Skills
MS Access, MS Excel,...
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Bachelor of Science in Business (B.S.B.), Management Information Systems
Normandale Community College 2010 — 2012
U.S. Bank June 2015 - Present
Ameriprise Financial Services, Inc. March 2015 - May 2015
Wholesale Change, Inc. January 2014 - January 2015
Macy’s Inc., Edina, MN May 2014 - December 2014
JC Penny, Inc. Edina, MN June 2012 - December 2013
Skills
MS Access, MS Excel,...
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Bachelor of Science in Business (B.S.B.), Management Information Systems
Normandale Community College 2010 — 2012
Derek Murphree Derek Murphree's Ameriprise Financial Services, Inc. Experience May 2012 - March 2013
Job Regional GPS Director/IT Specialist for Select Energy Services
Industry Oil & Energy
Experience
Select Energy Services November 2014 - Present
Mid-Cities Modern Art April 2013 - Present
Allstate July 2014 - December 2014
Ameriprise Financial Services, Inc. May 2012 - March 2013
Edward Jones January 2011 - June 2011
AT&T August 2009 - December 2010
AT&T May 2007 - August 2009
Skills
Personal Finance, Health Insurance, Life Insurance, General Insurance, P&C Insurance, Business Strategy, Business Development, New Business Development, Business Process, Small Business, Small Business Marketing, Small Business Online..., Sales, Retail Sales, Social Media Marketing, Networking, Social Networking, Customer Service, Management, Microsoft Excel, Microsoft Office, Direct Sales, Energy, Leadership, Contract Negotiation, Operations Management, Microsoft Word, Telecommunications, Supervisory Skills, Project Management, Strategic Planning, Budgets, Marketing, Team Building, Financial Analysis, Sales Management, Sales Operations, Solution Selling, Training, Customer Retention, Sales Process, Team Leadership, Inventory Management, GPS Tracking, GPS Units
Education
University of North Texas 2006 — 2007
North Central Texas College 2004 — 2006
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Select Energy Services November 2014 - Present
Mid-Cities Modern Art April 2013 - Present
Allstate July 2014 - December 2014
Ameriprise Financial Services, Inc. May 2012 - March 2013
Edward Jones January 2011 - June 2011
AT&T August 2009 - December 2010
AT&T May 2007 - August 2009
Skills
Personal Finance, Health Insurance, Life Insurance, General Insurance, P&C Insurance, Business Strategy, Business Development, New Business Development, Business Process, Small Business, Small Business Marketing, Small Business Online..., Sales, Retail Sales, Social Media Marketing, Networking, Social Networking, Customer Service, Management, Microsoft Excel, Microsoft Office, Direct Sales, Energy, Leadership, Contract Negotiation, Operations Management, Microsoft Word, Telecommunications, Supervisory Skills, Project Management, Strategic Planning, Budgets, Marketing, Team Building, Financial Analysis, Sales Management, Sales Operations, Solution Selling, Training, Customer Retention, Sales Process, Team Leadership, Inventory Management, GPS Tracking, GPS Units
Education
University of North Texas 2006 — 2007
North Central Texas College 2004 — 2006
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Amy Bero's Ameriprise Financial Services, Inc. Experience October 2012 - May 2013
Job Treasury Analyst at NetApp
Industry Information Technology and Services
Experience
NetApp August 2014 - Present
PrometheusGroup September 2013 - July 2014
NetApp May 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - May 2013
Northwestern Mutual June 2011 - August 2011
Skills
Time Management, Microsoft Excel, Leadership, PowerPoint, Event Planning, Data Analysis, Corporate Finance, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Social Media, Team Leadership, Data Entry, Team Management, Customer Service, Oracle E-Business Suite, Treasury, Cash Management, Foreign Exchange, Bank Account Management, Global Cash Management, Bank Reconciliation, Cash Forecasting
Education
North Carolina State University 2010 — 2014
B.S. Business Administration, Accounting and Finance
Lincoln Sudbury Regional High School 2006 — 2010
NetApp August 2014 - Present
PrometheusGroup September 2013 - July 2014
NetApp May 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - May 2013
Northwestern Mutual June 2011 - August 2011
Skills
Time Management, Microsoft Excel, Leadership, PowerPoint, Event Planning, Data Analysis, Corporate Finance, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Social Media, Team Leadership, Data Entry, Team Management, Customer Service, Oracle E-Business Suite, Treasury, Cash Management, Foreign Exchange, Bank Account Management, Global Cash Management, Bank Reconciliation, Cash Forecasting
Education
North Carolina State University 2010 — 2014
B.S. Business Administration, Accounting and Finance
Lincoln Sudbury Regional High School 2006 — 2010
Lenny Bernard's Ameriprise Financial Services, Inc. Experience February 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2001 - Present
Education
Nicholls State University 1994 — 2000
B.S., Business
Ameriprise Financial Services, Inc. February 2001 - Present
Education
Nicholls State University 1994 — 2000
B.S., Business
Heather Rosales Heather Rosales's Ameriprise Financial Services, Inc. Experience February 2009 - June 2010
Job Manager at North Highland
Industry Management Consulting
Experience
North Highland November 2013 - Present
Ameriprise Financial June 2010 - October 2013
Ameriprise Financial Services, Inc. February 2009 - June 2010
Ameriprise Financial February 2008 - January 2009
Ameriprise Financial August 2004 - February 2008
Skills
Management, Leadership, Financial Services, Marketing, Process Improvement, Project Management, Program Management, Consulting, Strategy, Retirement Planning, Retirement, Strategic Planning, Financial Advisory, Sales, Business Analysis, Vendor Management, Financial Analysis, Analysis
Education
North Central College 2000 — 2004
BA, Business Management
North Highland November 2013 - Present
Ameriprise Financial June 2010 - October 2013
Ameriprise Financial Services, Inc. February 2009 - June 2010
Ameriprise Financial February 2008 - January 2009
Ameriprise Financial August 2004 - February 2008
Skills
Management, Leadership, Financial Services, Marketing, Process Improvement, Project Management, Program Management, Consulting, Strategy, Retirement Planning, Retirement, Strategic Planning, Financial Advisory, Sales, Business Analysis, Vendor Management, Financial Analysis, Analysis
Education
North Central College 2000 — 2004
BA, Business Management
Amber Hutton Amber Hutton's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
CommonWealth Financial Services/Real Estate Group October 2013 - Present
Blackstone Hardscape Inc. April 2012 - October 2013
Ameriprise Financial Services, Inc. August 2011 - December 2011
College Nannies & Tutors December 2010 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Teamwork, Public Speaking, English, Windows
Education
North Central University 2007 — 2011
Bachelor of Science (B.S.), Psychology
Sauk Rapids-Rice Highschool 2004 — 2007
Ameriprise Financial Services, Inc. March 2015 - Present
CommonWealth Financial Services/Real Estate Group October 2013 - Present
Blackstone Hardscape Inc. April 2012 - October 2013
Ameriprise Financial Services, Inc. August 2011 - December 2011
College Nannies & Tutors December 2010 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Teamwork, Public Speaking, English, Windows
Education
North Central University 2007 — 2011
Bachelor of Science (B.S.), Psychology
Sauk Rapids-Rice Highschool 2004 — 2007
Rina Harvieux Rina Harvieux's Ameriprise Financial Services, Inc. Experience April 2013 - October 2014
Job Manager, Technology at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters May 2015 - Present
Spear Solutions, LLC December 2010 - Present
HealthSparq October 2014 - May 2015
Ameriprise Financial Services, Inc. April 2013 - October 2014
U.S. Bank May 2011 - April 2013
US Bank May 2011 - August 2011
Thomson Reuters February 2004 - November 2010
NDSU 2002 - 2004
Skills
Java, Databases, Spring, Agile Methodologies, REST, Web Applications, Android Development, SQL, Spring Framework, SDLC, Hibernate, Software Development, Eclipse, JUnit, Java Enterprise Edition, E-commerce, Software Project..., XML, XSLT, Web Services, Tomcat
Education
North Dakota State University 2002 — 2004
M.S, Computer Science
Thomson Reuters May 2015 - Present
Spear Solutions, LLC December 2010 - Present
HealthSparq October 2014 - May 2015
Ameriprise Financial Services, Inc. April 2013 - October 2014
U.S. Bank May 2011 - April 2013
US Bank May 2011 - August 2011
Thomson Reuters February 2004 - November 2010
NDSU 2002 - 2004
Skills
Java, Databases, Spring, Agile Methodologies, REST, Web Applications, Android Development, SQL, Spring Framework, SDLC, Hibernate, Software Development, Eclipse, JUnit, Java Enterprise Edition, E-commerce, Software Project..., XML, XSLT, Web Services, Tomcat
Education
North Dakota State University 2002 — 2004
M.S, Computer Science
Lisa Hanson's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Sr. Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Ameriprise Financial January 2007 - April 2012
American Cancer Society 2004 - 2008
Austin Mututal Insurance 2002 - 2007
The Hartford 2001 - 2002
American Express Financial Advisors 1991 - 1996
Skills
Recruiting, Performance Management, People Skills, Administrative..., Customer Service, Coordination, Entertainment, Events, Microsoft Office, Negotiation, Organization
Education
Lowthian College 1989 — 1992
Associate's degree, Interior Design
North Dakota State University 1986 — 1988
Interior Design
Ameriprise Financial Services, Inc. May 2012 - Present
Ameriprise Financial January 2007 - April 2012
American Cancer Society 2004 - 2008
Austin Mututal Insurance 2002 - 2007
The Hartford 2001 - 2002
American Express Financial Advisors 1991 - 1996
Skills
Recruiting, Performance Management, People Skills, Administrative..., Customer Service, Coordination, Entertainment, Events, Microsoft Office, Negotiation, Organization
Education
Lowthian College 1989 — 1992
Associate's degree, Interior Design
North Dakota State University 1986 — 1988
Interior Design
Ryan Kuehne Ryan Kuehne's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Bremer Bank May 2011 - January 2013
Detroit Country Club May 2010 - August 2010
Detroit Country Club May 2009 - August 2009
Education
North Dakota State University 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Ameriprise Financial Services, Inc. January 2013 - Present
Bremer Bank May 2011 - January 2013
Detroit Country Club May 2010 - August 2010
Detroit Country Club May 2009 - August 2009
Education
North Dakota State University 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Lynn Wilda Lynn Wilda's Ameriprise Financial Services, Inc. Experience 2000 - 2002
Job Consultant
Industry Hospital & Health Care
Experience
Fairview Health Services November 2013 - December 2014
Sogeti December 2010 - March 2013
Park Nicollet Health Services November 2003 - December 2010
MoneyGram February 2003 - May 2003
Ameriprise Financial Services, Inc. 2000 - 2002
T-Chek Systems March 1994 - September 2000
US Bank July 1993 - March 1994
T-Chek Systems 1991 - 1993
Wells Fargo (Norwest) 1989 - 1991
Travelers Express 1988 - 1989
Skills
Healthcare Information..., Program Management, Troubleshooting, COBOL, Disaster Recovery, Software Development, EHR, HIPAA, Visio, Process Improvement, Software Implementation, Requirements Analysis, Healthcare, SharePoint, Integration, Business Intelligence, Systems Analysis, Software Project..., IT Strategy, Change Management, Programming, Testing, PMO, Scrum, Business Analysis, Software Documentation, Project Management, Management, SDLC, Leadership
Education
Normandale Community College 2011 — 2012
HIT Pro Practice Workflow Redesign
Hennepin Technical College
Data Processing
Fairview Health Services November 2013 - December 2014
Sogeti December 2010 - March 2013
Park Nicollet Health Services November 2003 - December 2010
MoneyGram February 2003 - May 2003
Ameriprise Financial Services, Inc. 2000 - 2002
T-Chek Systems March 1994 - September 2000
US Bank July 1993 - March 1994
T-Chek Systems 1991 - 1993
Wells Fargo (Norwest) 1989 - 1991
Travelers Express 1988 - 1989
Skills
Healthcare Information..., Program Management, Troubleshooting, COBOL, Disaster Recovery, Software Development, EHR, HIPAA, Visio, Process Improvement, Software Implementation, Requirements Analysis, Healthcare, SharePoint, Integration, Business Intelligence, Systems Analysis, Software Project..., IT Strategy, Change Management, Programming, Testing, PMO, Scrum, Business Analysis, Software Documentation, Project Management, Management, SDLC, Leadership
Education
Normandale Community College 2011 — 2012
HIT Pro Practice Workflow Redesign
Hennepin Technical College
Data Processing
Michelle Schramm Michelle Schramm's Ameriprise Financial Services, Inc. Experience October 2004 - August 2008
Job Assistant Controller at Sunrun
Industry Accounting
Experience
Sunrun November 2014 - Present
Zurn Wilkins October 2013 - October 2014
Zodiac Aerospace March 2013 - October 2013
KPMG November 2010 - February 2013
University of San Francisco September 2007 - May 2010
Ameriprise Financial Services, Inc. October 2004 - August 2008
Skills
Financial Planning, Budgeting, Financial Reporting, Accounting, Sarbanes-Oxley, Auditing, Inventory Valuation, Budgets, Strategic Financial..., GAAP, Financial Statements, Accounts Payable, Account Reconciliation, Finance, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Microsoft Excel, US GAAP, Variance Analysis, Internal Controls, Accounts Receivable
Education
University of San Francisco 2006 — 2010
B.S., Accounting, Business
University of Newcastle-upon-Tyne 2008 — 2009
Study Abroad Program
Sunrun November 2014 - Present
Zurn Wilkins October 2013 - October 2014
Zodiac Aerospace March 2013 - October 2013
KPMG November 2010 - February 2013
University of San Francisco September 2007 - May 2010
Ameriprise Financial Services, Inc. October 2004 - August 2008
Skills
Financial Planning, Budgeting, Financial Reporting, Accounting, Sarbanes-Oxley, Auditing, Inventory Valuation, Budgets, Strategic Financial..., GAAP, Financial Statements, Accounts Payable, Account Reconciliation, Finance, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Microsoft Excel, US GAAP, Variance Analysis, Internal Controls, Accounts Receivable
Education
University of San Francisco 2006 — 2010
B.S., Accounting, Business
University of Newcastle-upon-Tyne 2008 — 2009
Study Abroad Program
Alex Jaczak Alex Jaczak's Ameriprise Financial Services, Inc. Experience December 2011 - June 2012
Job FP&A Analyst at FireEye, Inc.
Industry Financial Services
Experience
FireEye, Inc. August 2014 - Present
FireEye, Inc. March 2014 - June 2014
FireEye, Inc. June 2013 - September 2013
Ameriprise Financial Services, Inc. December 2011 - June 2012
North Central College June 2010 - September 2010
Skills
Financial Analysis, Access, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Account Management, Financial Modeling, Accounting, Leadership, Finance, Salesforce.com, Teamwork, Financial Reporting, Outlook
Education
Santa Clara University - Leavey School of Business 2012 — 2014
Finance, General
North Central College 2009 — 2012
BS, Double Major Finance and Management Double Minor, Chemistry and History
FireEye, Inc. August 2014 - Present
FireEye, Inc. March 2014 - June 2014
FireEye, Inc. June 2013 - September 2013
Ameriprise Financial Services, Inc. December 2011 - June 2012
North Central College June 2010 - September 2010
Skills
Financial Analysis, Access, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Account Management, Financial Modeling, Accounting, Leadership, Finance, Salesforce.com, Teamwork, Financial Reporting, Outlook
Education
Santa Clara University - Leavey School of Business 2012 — 2014
Finance, General
North Central College 2009 — 2012
BS, Double Major Finance and Management Double Minor, Chemistry and History
Michelle Demarest Michelle Demarest's Ameriprise Financial Services, Inc. Experience August 2012 - May 2013
Job Intern at World Relief
Industry Logistics and Supply Chain
Experience
World Relief August 2013 - August 2014
Ameriprise Financial Services, Inc. August 2012 - May 2013
Amcor June 2011 - August 2011
Skills
Microsoft Word, Financial Analysis, Social Media, PowerPoint, Microsoft Office, Customer Service, Teamwork, Time Management, Marketing, Microsoft Excel, Leadership, Finance
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Business Administration, Operations and Supply Chain Management, Senior
World Relief August 2013 - August 2014
Ameriprise Financial Services, Inc. August 2012 - May 2013
Amcor June 2011 - August 2011
Skills
Microsoft Word, Financial Analysis, Social Media, PowerPoint, Microsoft Office, Customer Service, Teamwork, Time Management, Marketing, Microsoft Excel, Leadership, Finance
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Business Administration, Operations and Supply Chain Management, Senior
Jack Yeager's Ameriprise Financial Services, Inc. Experience May 2008 - May 2009
Job Portfolio Review Officer II at BB&T
Industry Banking
Experience
BB&T June 2015 - Present
BB&T September 2013 - June 2015
Peri-Jett ® August 2009 - October 2013
Wake Forest Baptist Health October 2009 - February 2013
Ameriprise Financial Services, Inc. May 2008 - May 2009
Ford Motor Company - MR YOUTH January 2008 - December 2008
Willow Run Recreation Association (summer employment) May 2001 - July 2007
Skills
Outlook, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Research, Accounting, Fundraising, Strategic Planning, Event Planning, Marketing, Sales, Management, Leadership
Education
North Carolina State University 2005 — 2009
Bachelor's Degree, Accounting- Financial Analysis
North Carolina State University 2005 — 2009
Bachelor's Degree, Business Administration- Finance
BB&T June 2015 - Present
BB&T September 2013 - June 2015
Peri-Jett ® August 2009 - October 2013
Wake Forest Baptist Health October 2009 - February 2013
Ameriprise Financial Services, Inc. May 2008 - May 2009
Ford Motor Company - MR YOUTH January 2008 - December 2008
Willow Run Recreation Association (summer employment) May 2001 - July 2007
Skills
Outlook, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Research, Accounting, Fundraising, Strategic Planning, Event Planning, Marketing, Sales, Management, Leadership
Education
North Carolina State University 2005 — 2009
Bachelor's Degree, Accounting- Financial Analysis
North Carolina State University 2005 — 2009
Bachelor's Degree, Business Administration- Finance
Courtney Fescoe Courtney Fescoe's Ameriprise Financial Services, Inc. Experience May 2009 - July 2010
Job Onboarding & Renewals Lead
Industry Financial Services
Experience
Tandem tandemcal.com August 2014 - Present
MAKERS July 2014 - September 2014
Credit Suisse May 2011 - December 2013
Wells Fargo Home Mortgage October 2010 - April 2011
Ameriprise Financial Services, Inc. May 2009 - July 2010
ClearImagePR January 2009 - May 2009
Skills
Microsoft Office, Marketing, PowerPoint, Microsoft Excel, Event Planning, Outlook, Customer Service, Salesforce.com, Microsoft Word, Social Media Marketing, Public Relations, Data Analysis, Marketing Communications, Financial Analysis, Marketing Strategy, Event Management, Advertising, Social Media, Investments, Recruiting, Business Strategy
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor of Science (B.S.), Business Administration- Finance and Marketing
Tandem tandemcal.com August 2014 - Present
MAKERS July 2014 - September 2014
Credit Suisse May 2011 - December 2013
Wells Fargo Home Mortgage October 2010 - April 2011
Ameriprise Financial Services, Inc. May 2009 - July 2010
ClearImagePR January 2009 - May 2009
Skills
Microsoft Office, Marketing, PowerPoint, Microsoft Excel, Event Planning, Outlook, Customer Service, Salesforce.com, Microsoft Word, Social Media Marketing, Public Relations, Data Analysis, Marketing Communications, Financial Analysis, Marketing Strategy, Event Management, Advertising, Social Media, Investments, Recruiting, Business Strategy
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor of Science (B.S.), Business Administration- Finance and Marketing
Kent Hartzell Kent Hartzell's Ameriprise Financial Services, Inc. Experience April 1997 - Present
Job Team Leader Client Service Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1997 - Present
Skills
Customer Service, Financial Services, Process Improvement, Leadership, Mutual Funds, Risk Management
Education
Normandale Community College 1991 — 1994
Associate of Arts (A.A.), Accounting
Ameriprise Financial Services, Inc. April 1997 - Present
Skills
Customer Service, Financial Services, Process Improvement, Leadership, Mutual Funds, Risk Management
Education
Normandale Community College 1991 — 1994
Associate of Arts (A.A.), Accounting
Jordan Crump's Ameriprise Financial Services, Inc. Experience August 2014 - May 2015
Job Senior at NCSU
Industry Banking
Experience
Bank of America June 2015 - August 2015
Ameriprise Financial Services, Inc. August 2014 - May 2015
BB&T June 2014 - August 2014
Carolina Locum Resources January 2014 - March 2014
Skills
Microsoft Office, Customer Service, Leadership, Teamwork, Risk Management, Financial Analysis, Time Management
Education
North Carolina State University 2012 — 2016
B S - Economics - Business Economics Concentration; Business Administration - Finance, 3.385
Bank of America June 2015 - August 2015
Ameriprise Financial Services, Inc. August 2014 - May 2015
BB&T June 2014 - August 2014
Carolina Locum Resources January 2014 - March 2014
Skills
Microsoft Office, Customer Service, Leadership, Teamwork, Risk Management, Financial Analysis, Time Management
Education
North Carolina State University 2012 — 2016
B S - Economics - Business Economics Concentration; Business Administration - Finance, 3.385
Kyle DeRaedt's Ameriprise Financial Services, Inc. Experience January 2013 - February 2014
Job Associate Financial Adviser at Christopher Financial Group
Industry Financial Services
Experience
Christopher Financial Group February 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - February 2014
Skills
Leadership, Microsoft Excel, Time Management, Event Planning, Management, Budgets, Event Management, Customer Service, Investments, High Net Worth..., Data Analysis, Financial Analysis, Finance, NaviPlan, Thompson One, Morningstar, eMoney, Envestnet, Financial Planning
Education
North Central College 2010 — 2013
B.A: Business Management/Economics., 3.4/4.0
St. Ambrose University 2008 — 2009
Christopher Financial Group February 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - February 2014
Skills
Leadership, Microsoft Excel, Time Management, Event Planning, Management, Budgets, Event Management, Customer Service, Investments, High Net Worth..., Data Analysis, Financial Analysis, Finance, NaviPlan, Thompson One, Morningstar, eMoney, Envestnet, Financial Planning
Education
North Central College 2010 — 2013
B.A: Business Management/Economics., 3.4/4.0
St. Ambrose University 2008 — 2009
Mercedes Hilliard's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Campus Recruiter at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. November 2000 - March 2013
TCF Bank December 1997 - October 2000
TCF Bank January 1991 - December 1997
Skills
Interactive Marketing, Strategic Planning, Leadership Development, Cross-functional Team..., Organizational..., Leadership, Process Improvement, Project Management, Team Building, Six Sigma, Change Management, Talent Management, Performance Management, Coaching, Onboarding, Team Leadership, Vendor Management, Training, Recruiting, Human Resources, Business Process..., Program Management, Strategy
Education
Normandale Community College
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. November 2000 - March 2013
TCF Bank December 1997 - October 2000
TCF Bank January 1991 - December 1997
Skills
Interactive Marketing, Strategic Planning, Leadership Development, Cross-functional Team..., Organizational..., Leadership, Process Improvement, Project Management, Team Building, Six Sigma, Change Management, Talent Management, Performance Management, Coaching, Onboarding, Team Leadership, Vendor Management, Training, Recruiting, Human Resources, Business Process..., Program Management, Strategy
Education
Normandale Community College
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Craig Lindo Craig Lindo's Ameriprise Financial Services, Inc. Experience September 2007 - March 2008
Job Head Cashier at Metropolitan State University
Industry Financial Services
Experience
Metropolitan State University April 2012 - Present
Waddell & Reed August 2010 - March 2012
Integrated Incorporated Wealth Advisors March 2010 - June 2010
Wells Fargo March 2009 - May 2009
Ameriprise Financial Services, Inc. September 2007 - March 2008
Ameriprise Financial, Inc July 2005 - September 2007
Ameriprise Financial, Inc. October 1993 - July 2005
Ameriprise Financial Services, Inc. March 1991 - October 1993
Ameriprise Financial Services, Inc. October 1989 - March 1991
Skills
Bloomberg, Mutual Funds, Securities, Asset Management, Compliance, Investment Advisory, Investments, Stocks, Equities, Options, Reporting & Analysis, Personal Finance, Excel, Series 6, Accounting
Education
Minnesota State University, Mankato 1986 — 1988
B.S., Finance, Management, Economics
Normandale Community College 1983 — 1986
Associates of Arts, General Educational Requirements
Metropolitan State University April 2012 - Present
Waddell & Reed August 2010 - March 2012
Integrated Incorporated Wealth Advisors March 2010 - June 2010
Wells Fargo March 2009 - May 2009
Ameriprise Financial Services, Inc. September 2007 - March 2008
Ameriprise Financial, Inc July 2005 - September 2007
Ameriprise Financial, Inc. October 1993 - July 2005
Ameriprise Financial Services, Inc. March 1991 - October 1993
Ameriprise Financial Services, Inc. October 1989 - March 1991
Skills
Bloomberg, Mutual Funds, Securities, Asset Management, Compliance, Investment Advisory, Investments, Stocks, Equities, Options, Reporting & Analysis, Personal Finance, Excel, Series 6, Accounting
Education
Minnesota State University, Mankato 1986 — 1988
B.S., Finance, Management, Economics
Normandale Community College 1983 — 1986
Associates of Arts, General Educational Requirements
Charles Pokladnik, CFP® Charles Pokladnik, CFP®'s Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2000 - Present
Education
North Dakota State University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. January 2000 - Present
Education
North Dakota State University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
J Wayne Thompson, CFP® J Wayne Thompson, CFP®'s Ameriprise Financial Services, Inc. Experience June 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1998 - Present
Progress Energy 1973 - 1998
Education
North Carolina State University 1969 — 1973
BS Engineering, Electrical Engineering, 4
Ameriprise Financial Services, Inc. June 1998 - Present
Progress Energy 1973 - 1998
Education
North Carolina State University 1969 — 1973
BS Engineering, Electrical Engineering, 4
Samantha Ballard's Ameriprise Financial Services, Inc. Experience November 2010 - April 2011
Job IT Infrastructure Partner Management Specialist at Boeing
Industry Information Technology and Services
Experience
Boeing August 2013 - Present
Caterpillar Inc. August 2012 - December 2012
NC State University February 2011 - December 2012
Belk June 2012 - August 2012
Carolina Country Club February 2010 - November 2011
Ameriprise Financial Services, Inc. November 2010 - April 2011
Young, Morphis, Bach, & Taylor, LLP August 2007 - January 2008
Skills
Vendor Management, Accounting, Access, Microsoft Excel, Forecasting, Management, PowerPoint, Teamwork, Data Analysis, Team Leadership, Project Planning, Inventory Management, Customer Service, Budgets, Leadership, Six Sigma, Finance, Microsoft Office, Time Management, Research, Financial Analysis, Microsoft Word, Account Reconciliation, Sourcing, Supply Chain Management, Logistics, Event Planning, Presentations, QuickBooks, SAP, Outlook, Peachtree, Analysis, Public Speaking, Process Improvement, Project Management, Marketing
Education
North Carolina State University 2008 — 2012
Bachelor's degree, Operations Management, Accounting
South Caldwell High School 2004 — 2008
Boeing August 2013 - Present
Caterpillar Inc. August 2012 - December 2012
NC State University February 2011 - December 2012
Belk June 2012 - August 2012
Carolina Country Club February 2010 - November 2011
Ameriprise Financial Services, Inc. November 2010 - April 2011
Young, Morphis, Bach, & Taylor, LLP August 2007 - January 2008
Skills
Vendor Management, Accounting, Access, Microsoft Excel, Forecasting, Management, PowerPoint, Teamwork, Data Analysis, Team Leadership, Project Planning, Inventory Management, Customer Service, Budgets, Leadership, Six Sigma, Finance, Microsoft Office, Time Management, Research, Financial Analysis, Microsoft Word, Account Reconciliation, Sourcing, Supply Chain Management, Logistics, Event Planning, Presentations, QuickBooks, SAP, Outlook, Peachtree, Analysis, Public Speaking, Process Improvement, Project Management, Marketing
Education
North Carolina State University 2008 — 2012
Bachelor's degree, Operations Management, Accounting
South Caldwell High School 2004 — 2008
Anne Pettingill's Ameriprise Financial Services, Inc. Experience December 2003 - Present
Job Executive Assistant and Client Service Manager at PacWest Wealth Partners withAmeriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2003 - Present
Skills
Investments, Retirement Planning, Strategic Financial..., Relationship Management, Strategic Planning, New Business Development, Account Management, Project Management, Marketing
Education
North Dakota State University 1995 — 2000
Bachelor of Science, Elementary Education
Ameriprise Financial Services, Inc. December 2003 - Present
Skills
Investments, Retirement Planning, Strategic Financial..., Relationship Management, Strategic Planning, New Business Development, Account Management, Project Management, Marketing
Education
North Dakota State University 1995 — 2000
Bachelor of Science, Elementary Education
Erica Birkeland Erica Birkeland's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Benefits Administrator at The Alliance Group
Industry Financial Services
Experience
The Alliance Group December 2013 - June 2014
The Alliance Group May 2012 - December 2013
Ruby Tuesday January 2011 - May 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Dickey's Barbecue Pit May 2010 - August 2010
Skills
Teamwork, Marketing, Microsoft Excel, Microsoft Word, Fundraising, Analysis, Research, Time Management, Restaurants, PowerPoint, Customer Service, Microsoft Office, Restaurant Management, Food & Beverage, Food Service, Hospitality, Inventory Management, Cashiering, Data Entry, Cooking, Human Resources
Education
North Dakota State University 2008 — 2012
Bachelors Degree, Finance, Accounting
The Alliance Group December 2013 - June 2014
The Alliance Group May 2012 - December 2013
Ruby Tuesday January 2011 - May 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Dickey's Barbecue Pit May 2010 - August 2010
Skills
Teamwork, Marketing, Microsoft Excel, Microsoft Word, Fundraising, Analysis, Research, Time Management, Restaurants, PowerPoint, Customer Service, Microsoft Office, Restaurant Management, Food & Beverage, Food Service, Hospitality, Inventory Management, Cashiering, Data Entry, Cooking, Human Resources
Education
North Dakota State University 2008 — 2012
Bachelors Degree, Finance, Accounting
Jeff Pollack Jeff Pollack's Ameriprise Financial Services, Inc. Experience 2003 - 2006
Job Assistant Professor at North Carolina State University
Industry Research
Experience
North Carolina State University 2014 - Present
Robins School of Business at the University of Richmond 2009 - 2014
Evergreen Landscaping 2006 - 2007
Ameriprise Financial Services, Inc. 2003 - 2006
The Road Less Traveled 1998 - 2003
Skills
Business pitching,..., Management, Business Acumen, Higher Education, Entrepreneurship, Research, Venture Capital, Social Entrepreneurship, Organizational..., Nonprofits, Public Speaking, Fundraising, Leadership Development, Management Consulting, Leadership, Student Affairs, Psychology, Teaching, Finance, Strategy, Organizational Behavior, Executive Coaching, Resume Writing, Workshop Facilitation, Student Development, Training, Career Development, Grant Writing, Career Counseling, Organizational..., Coaching, Staff Development, Instructional Design, Academic Administration, Academic Advising, Adult Education, College Teaching, E-Learning, Program Development, Qualitative Research, University Teaching
Education
Virginia Commonwealth University - School of Business 2006 — 2009
Doctor of Philosophy (Ph.D.), Management
North Carolina State University 2001 — 2003
Master of Science (MS), Organizational Communication, General
Northwestern University 1993 — 1997
BS, Communication, General
North Carolina State University 2014 - Present
Robins School of Business at the University of Richmond 2009 - 2014
Evergreen Landscaping 2006 - 2007
Ameriprise Financial Services, Inc. 2003 - 2006
The Road Less Traveled 1998 - 2003
Skills
Business pitching,..., Management, Business Acumen, Higher Education, Entrepreneurship, Research, Venture Capital, Social Entrepreneurship, Organizational..., Nonprofits, Public Speaking, Fundraising, Leadership Development, Management Consulting, Leadership, Student Affairs, Psychology, Teaching, Finance, Strategy, Organizational Behavior, Executive Coaching, Resume Writing, Workshop Facilitation, Student Development, Training, Career Development, Grant Writing, Career Counseling, Organizational..., Coaching, Staff Development, Instructional Design, Academic Administration, Academic Advising, Adult Education, College Teaching, E-Learning, Program Development, Qualitative Research, University Teaching
Education
Virginia Commonwealth University - School of Business 2006 — 2009
Doctor of Philosophy (Ph.D.), Management
North Carolina State University 2001 — 2003
Master of Science (MS), Organizational Communication, General
Northwestern University 1993 — 1997
BS, Communication, General
Betty Holte Betty Holte's Ameriprise Financial Services, Inc. Experience September 2011 - March 2013
Job VP, CISO at MoneyGram International
Industry Information Technology and Services
Experience
MoneyGram International April 2015 - Present
Security Advisor Alliance September 2014 - Present
Convergys March 2014 - February 2015
Stream Global Services May 2013 - February 2014
Stream Global Services March 2013 - May 2013
Ameriprise Financial Services, Inc. September 2011 - March 2013
Allianz Life August 2009 - September 2011
Accenture at Best Buy October 2008 - May 2009
Accenture at Best Buy April 2008 - October 2008
Accenture at Best Buy June 2007 - July 2008
Skills
Vendor Management, Program Management, Information Security, Risk Management, Service Management, Leadership, Security, Information Technology, Project Portfolio..., IT Strategy, PMO, Solution Architecture, Enterprise Software, Business Process, Outsourcing, Disaster Recovery, Information Security..., Data Center, Management, IT Service Management, CRM, Software Documentation, SDLC, IT Management, Project Delivery, Identity Management, Business Continuity, ITIL, Integration, Governance, Project Planning, Resource Management, Networking, Enterprise Architecture
Education
North Dakota State University
BS
MoneyGram International April 2015 - Present
Security Advisor Alliance September 2014 - Present
Convergys March 2014 - February 2015
Stream Global Services May 2013 - February 2014
Stream Global Services March 2013 - May 2013
Ameriprise Financial Services, Inc. September 2011 - March 2013
Allianz Life August 2009 - September 2011
Accenture at Best Buy October 2008 - May 2009
Accenture at Best Buy April 2008 - October 2008
Accenture at Best Buy June 2007 - July 2008
Skills
Vendor Management, Program Management, Information Security, Risk Management, Service Management, Leadership, Security, Information Technology, Project Portfolio..., IT Strategy, PMO, Solution Architecture, Enterprise Software, Business Process, Outsourcing, Disaster Recovery, Information Security..., Data Center, Management, IT Service Management, CRM, Software Documentation, SDLC, IT Management, Project Delivery, Identity Management, Business Continuity, ITIL, Integration, Governance, Project Planning, Resource Management, Networking, Enterprise Architecture
Education
North Dakota State University
BS
Jonathan Holmen Jonathan Holmen's Ameriprise Financial Services, Inc. Experience November 2011 - June 2015
Job
Industry Information Technology and Services
Experience
Torrent Consulting July 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - June 2015
Hollstadt & Associates April 2011 - November 2011
Accenture October 2006 - April 2011
Adayana 2004 - 2005
Skills
Business Analysis, Program Management, Process Improvement, Requirements Analysis, Business Process..., Change Management, PMO, Management Consulting, Project Management, Requirements Gathering, MS Project, Visio, Software Project..., PMP, SDLC, Integration, Business Process, Vendor Management, Project Planning, Team Leadership, Project Portfolio..., Business Intelligence, IT Strategy, Critical Thinking
Education
University of St. Thomas 2013 — 2014
M.A. in International Leadership
North Central University 2002 — 2005
BS
Bethany Academy
Torrent Consulting July 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - June 2015
Hollstadt & Associates April 2011 - November 2011
Accenture October 2006 - April 2011
Adayana 2004 - 2005
Skills
Business Analysis, Program Management, Process Improvement, Requirements Analysis, Business Process..., Change Management, PMO, Management Consulting, Project Management, Requirements Gathering, MS Project, Visio, Software Project..., PMP, SDLC, Integration, Business Process, Vendor Management, Project Planning, Team Leadership, Project Portfolio..., Business Intelligence, IT Strategy, Critical Thinking
Education
University of St. Thomas 2013 — 2014
M.A. in International Leadership
North Central University 2002 — 2005
BS
Bethany Academy
Sandy Schwartz Sandy Schwartz's Ameriprise Financial Services, Inc. Experience 1998 - 2006
Job Senior Life Underwriter at Prudential Financial
Industry Insurance
Experience
SAS Home Staging, LLC April 2013 - Present
Prudential Financial January 2013 - Present
Hartford Life August 2006 - January 2013
Ameriprise Financial Services, Inc. 1998 - 2006
Ameriprise Financial Services, Inc. 1988 - 1998
Ameriprise Financial Services, Inc. April 1984 - 1988
Independent Teaching June 1983 - December 1983
Skills
Certified Home Staging..., Design, Project Management, Team Leadership, Underwriting, Research, Teaching Skills, Language Skills
Education
Normandale Community College 2012 — 2013
Design and Applied Arts
College of St. Catherine 1990 — 1992
Management coursework in Masters Program for Organizational Leadership
St. Olaf College 1979 — 1983
BA, History
SAS Home Staging, LLC April 2013 - Present
Prudential Financial January 2013 - Present
Hartford Life August 2006 - January 2013
Ameriprise Financial Services, Inc. 1998 - 2006
Ameriprise Financial Services, Inc. 1988 - 1998
Ameriprise Financial Services, Inc. April 1984 - 1988
Independent Teaching June 1983 - December 1983
Skills
Certified Home Staging..., Design, Project Management, Team Leadership, Underwriting, Research, Teaching Skills, Language Skills
Education
Normandale Community College 2012 — 2013
Design and Applied Arts
College of St. Catherine 1990 — 1992
Management coursework in Masters Program for Organizational Leadership
St. Olaf College 1979 — 1983
BA, History
Matthew Jeffries Matthew Jeffries's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Supply Management Planner at John Deere
Industry Logistics and Supply Chain
Experience
John Deere April 2014 - Present
Bandwidth.com August 2013 - March 2014
Cisco Systems 2013 - 2013
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Inventory Management, Teamwork, Microsoft Word, Time Management, Team Leadership, Leadership, Management, Data Analysis, Logistics, Supply Chain, Supply Chain Management, Survey Research
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Data Analytics, 3.83 GPA
North Carolina State University 2009 — 2013
Bachelor of Business Administration (BBA), Supply Chain/ Operations, Information Technology, 3.71 GPA
John Deere April 2014 - Present
Bandwidth.com August 2013 - March 2014
Cisco Systems 2013 - 2013
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Inventory Management, Teamwork, Microsoft Word, Time Management, Team Leadership, Leadership, Management, Data Analysis, Logistics, Supply Chain, Supply Chain Management, Survey Research
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Data Analytics, 3.83 GPA
North Carolina State University 2009 — 2013
Bachelor of Business Administration (BBA), Supply Chain/ Operations, Information Technology, 3.71 GPA
Daniel Outlaw Daniel Outlaw's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Agribusiness Relationship Banker at VantageSouth Bank
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
VantageSouth Bank July 2012 - September 2013
Jennings Outlaw Farms and Vineyard January 2006 - December 2010
Pop N Son Christmas Trees November 2009 - December 2009
Education
North Carolina State University - College of Management 2008 — 2012
B.S. Business Administration, Finance/Spanish
Ameriprise Financial Services, Inc. January 2011 - Present
VantageSouth Bank July 2012 - September 2013
Jennings Outlaw Farms and Vineyard January 2006 - December 2010
Pop N Son Christmas Trees November 2009 - December 2009
Education
North Carolina State University - College of Management 2008 — 2012
B.S. Business Administration, Finance/Spanish
Marisa Andert Marisa Andert's Ameriprise Financial Services, Inc. Experience February 1995 - Present
Job Executive Assistant to Christopher M. Thurin, CRPC at Ameriprise Financial Services, Inc.
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial Services, Inc. February 1995 - Present
Skills
Visio, Team Leadership, Budgets, Research, Management, Marketing Communications, Social Media Marketing, Public Relations, Marketing Strategy, Training, Microsoft Excel, Microsoft Word, Project Planning
Education
North Dakota State University 1986 — 1988
Ameriprise Financial Services, Inc. February 1995 - Present
Skills
Visio, Team Leadership, Budgets, Research, Management, Marketing Communications, Social Media Marketing, Public Relations, Marketing Strategy, Training, Microsoft Excel, Microsoft Word, Project Planning
Education
North Dakota State University 1986 — 1988
Marcus Leazer, MBA Marcus Leazer, MBA's Ameriprise Financial Services, Inc. Experience January 2006 - April 2008
Job Allstate Agency owner
Industry Financial Services
Experience
Allstate Benefits July 2010 - Present
Allstate Insurance/ The Leazer Agency November 2007 - Present
Ameriprise Financial Services, Inc. January 2006 - April 2008
NFL Players Association 2001 - 2005
Skills
Retirement Planning, Long Term Care, Health Insurance, Protection, Retirement, Savings, 401k, General Liability, Professional Liability, Insurance, Employee Benefits, Home, Health, Renters, Motorcycle, Small Business, Dental, Long-term Care, Disability Insurance, Legal Liability, Fixed Annuities, Property & Casualty..., Risk Management, Universal Life, Umbrella Insurance, Commercial Insurance, Long Term Care Insurance, Workers Compensation, General Insurance, Casualty, Homeowners, Underwriting, Accident, Health Savings Accounts, Whole Life, Claim, Brokers, Series 6, Liability, Financial Planners, Medicare, 401k Rollovers, Mutual Funds, Marine Insurance, Strategic Financial..., Succession Planning, Estate Planning, Benefits Administration, Financial Advisory, Critical Illness
Education
University of Phoenix 2003 — 2005
MBA, Marketing
North Carolina Central University 1992 — 1996
BBA, Marketing
Lumberton High School
Allstate Benefits July 2010 - Present
Allstate Insurance/ The Leazer Agency November 2007 - Present
Ameriprise Financial Services, Inc. January 2006 - April 2008
NFL Players Association 2001 - 2005
Skills
Retirement Planning, Long Term Care, Health Insurance, Protection, Retirement, Savings, 401k, General Liability, Professional Liability, Insurance, Employee Benefits, Home, Health, Renters, Motorcycle, Small Business, Dental, Long-term Care, Disability Insurance, Legal Liability, Fixed Annuities, Property & Casualty..., Risk Management, Universal Life, Umbrella Insurance, Commercial Insurance, Long Term Care Insurance, Workers Compensation, General Insurance, Casualty, Homeowners, Underwriting, Accident, Health Savings Accounts, Whole Life, Claim, Brokers, Series 6, Liability, Financial Planners, Medicare, 401k Rollovers, Mutual Funds, Marine Insurance, Strategic Financial..., Succession Planning, Estate Planning, Benefits Administration, Financial Advisory, Critical Illness
Education
University of Phoenix 2003 — 2005
MBA, Marketing
North Carolina Central University 1992 — 1996
BBA, Marketing
Lumberton High School
Jerry Muldowney Jerry Muldowney's Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
Financial Network inside of FirstMark Credit Union April 2007 - November 2008
CUNA Mutual inside of FirstMark Credit Union February 2003 - April 2007
Education
University of Oklahoma 1989 — 1991
MPA, Public Administration
Nicholls State University 1973 — 1977
BA, History
Ameriprise Financial Services, Inc. November 2008 - Present
Financial Network inside of FirstMark Credit Union April 2007 - November 2008
CUNA Mutual inside of FirstMark Credit Union February 2003 - April 2007
Education
University of Oklahoma 1989 — 1991
MPA, Public Administration
Nicholls State University 1973 — 1977
BA, History
Shefali Basak's Ameriprise Financial Services, Inc. Experience October 2012 - May 2013
Job Global Risk Management Associate Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America June 2014 - June 2015
Bank of America June 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - May 2013
Wake County Public School System June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Country Risk Analysis, Operational Risk, Teamwork, Research, Access, Risk Management
Education
North Carolina State University 2010 — 2014
B.S. Business Administration; B.A. International Studies, Finance, International Relations
North Carolina State University 2010 — 2014
Bachelor's degree, Finance, General
Bank of America July 2015 - Present
Bank of America June 2014 - June 2015
Bank of America June 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - May 2013
Wake County Public School System June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Country Risk Analysis, Operational Risk, Teamwork, Research, Access, Risk Management
Education
North Carolina State University 2010 — 2014
B.S. Business Administration; B.A. International Studies, Finance, International Relations
North Carolina State University 2010 — 2014
Bachelor's degree, Finance, General
Nathaniel Gale CRPC® Nathaniel Gale CRPC®'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Education
North Dakota State University 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Ameriprise Financial Services, Inc. January 2012 - Present
Education
North Dakota State University 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Rebecca Tolbert, CRPC®'s Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2001 - Present
Ameriprise Financial Services, Inc. June 1998 - October 2001
Education
North Carolina State University
B.A.
Ameriprise Financial Services, Inc. 2001 - Present
Ameriprise Financial Services, Inc. June 1998 - October 2001
Education
North Carolina State University
B.A.
Marie Wimmer, CPPM Marie Wimmer, CPPM's Ameriprise Financial Services, Inc. Experience January 2011 - May 2013
Job Project Manager at UnitedHealthcare
Industry Financial Services
Experience
UnitedHealthcare May 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - May 2013
Target July 2009 - January 2011
Target August 2008 - July 2009
Target July 2007 - August 2008
New York & Company June 2006 - July 2007
Reach Partners Inc January 2006 - May 2006
Skills
Project Management, Vendor Management, Visio, Risk Management, Program Management, Business Analysis, Project Coordination, Process Improvement, Financial Services, SharePoint, MS Project, Lotus Notes, Project Planning, Microsoft Office, Outlook, Retail, Multi-channel Retail, Global Sourcing, Strategic Sourcing, Flawless Execution, Grovesite, Cross-functional..., Budget, Budget Monitoring, Team Building, Product Development
Education
University of St. Thomas 2013 — 2013
Project Management Certificate Series, Project Management
North Dakota State University 2003 — 2006
Bachelor of Science, Communications, Business Administration
University of Minnesota-Duluth 2002 — 2003
Bachelor of Arts (BA), General Studies
Moorhead Senior High School
UnitedHealthcare May 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - May 2013
Target July 2009 - January 2011
Target August 2008 - July 2009
Target July 2007 - August 2008
New York & Company June 2006 - July 2007
Reach Partners Inc January 2006 - May 2006
Skills
Project Management, Vendor Management, Visio, Risk Management, Program Management, Business Analysis, Project Coordination, Process Improvement, Financial Services, SharePoint, MS Project, Lotus Notes, Project Planning, Microsoft Office, Outlook, Retail, Multi-channel Retail, Global Sourcing, Strategic Sourcing, Flawless Execution, Grovesite, Cross-functional..., Budget, Budget Monitoring, Team Building, Product Development
Education
University of St. Thomas 2013 — 2013
Project Management Certificate Series, Project Management
North Dakota State University 2003 — 2006
Bachelor of Science, Communications, Business Administration
University of Minnesota-Duluth 2002 — 2003
Bachelor of Arts (BA), General Studies
Moorhead Senior High School
Brice Walz's Ameriprise Financial Services, Inc. Experience November 2014 - July 2015
Job at
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - July 2015
Ameriprise Financial Services, Inc. 2011 - 2014
Ameriprise Financial Services, Inc. 2010 - 2011
Ameriprise Financial Services, Inc. December 2005 - May 2010
Golden Care August 2004 - December 2005
Thorn/Walz Insurance Agency April 2003 - August 2004
Clay Center Assembly of God September 1995 - 2003
First Assembly of God 1992 - 1995
Skills
Retirement, Wealth Management, Uniform Combined State...
Education
North Central University 1979 — 1984
Huron Senior High School
Deutsche Bank July 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - July 2015
Ameriprise Financial Services, Inc. 2011 - 2014
Ameriprise Financial Services, Inc. 2010 - 2011
Ameriprise Financial Services, Inc. December 2005 - May 2010
Golden Care August 2004 - December 2005
Thorn/Walz Insurance Agency April 2003 - August 2004
Clay Center Assembly of God September 1995 - 2003
First Assembly of God 1992 - 1995
Skills
Retirement, Wealth Management, Uniform Combined State...
Education
North Central University 1979 — 1984
Huron Senior High School
Paul D. Hensrud, CFP® Paul D. Hensrud, CFP®'s Ameriprise Financial Services, Inc. Experience June 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2006 - Present
Fargo Public Schools August 2006 - June 2008
Education
North Dakota State University 2002 — 2006
B.S., Mathematics Education
Association Free Lutheran Bible School 2000 — 2002
Bible
Valley School
Ameriprise Financial Services, Inc. June 2006 - Present
Fargo Public Schools August 2006 - June 2008
Education
North Dakota State University 2002 — 2006
B.S., Mathematics Education
Association Free Lutheran Bible School 2000 — 2002
Bible
Valley School
Jamie Hauser Jamie Hauser's Ameriprise Financial Services, Inc. Experience January 2009 - November 2011
Job Enterpise Architect at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial November 2011 - Present
Ameriprise Financial Services, Inc. January 2009 - November 2011
Ameriprise Financial Services, Inc. December 2006 - December 2008
Ameriprise Financial Services, Inc. September 2002 - December 2006
Accenture June 1998 - September 2002
Skills
Solution Architecture, Enterprise Architecture, Business Strategy, Strategic Roadmaps, SDLC, Application Architecture, Risk Management, Enterprise Software, Integration, Architecture, Project Delivery, Requirements Analysis, IT Strategy, IT Management, Financial Services, Program Management, Requirements Gathering, Software Development, Strategic Planning, Architectures, Leadership, Business Requirements
Education
North Dakota State University 1993 — 1998
Bachelor of Science (BS), Electrical and Electronics Engineering
Ameriprise Financial November 2011 - Present
Ameriprise Financial Services, Inc. January 2009 - November 2011
Ameriprise Financial Services, Inc. December 2006 - December 2008
Ameriprise Financial Services, Inc. September 2002 - December 2006
Accenture June 1998 - September 2002
Skills
Solution Architecture, Enterprise Architecture, Business Strategy, Strategic Roadmaps, SDLC, Application Architecture, Risk Management, Enterprise Software, Integration, Architecture, Project Delivery, Requirements Analysis, IT Strategy, IT Management, Financial Services, Program Management, Requirements Gathering, Software Development, Strategic Planning, Architectures, Leadership, Business Requirements
Education
North Dakota State University 1993 — 1998
Bachelor of Science (BS), Electrical and Electronics Engineering
Robert Burgio Robert Burgio's Ameriprise Financial Services, Inc. Experience August 2002 - June 2005
Job at Barry, Evans, Josephs & Snipes
Industry Insurance
Experience
Barry, Evans, Josephs, and Snipes (BEJS) September 2011 - Present
Executive Financial December 2008 - September 2011
Wachovia Insurance Services, Inc. June 2005 - December 2008
Ameriprise Financial Services, Inc. August 2002 - June 2005
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint
Education
North Carolina State University 1997 — 2002
B.S., Business Management
Barry, Evans, Josephs, and Snipes (BEJS) September 2011 - Present
Executive Financial December 2008 - September 2011
Wachovia Insurance Services, Inc. June 2005 - December 2008
Ameriprise Financial Services, Inc. August 2002 - June 2005
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint
Education
North Carolina State University 1997 — 2002
B.S., Business Management
Sherry (Sherry Lockhart-Harker) Lockhart Sherry (Sherry Lockhart-Harker) Lockhart's Ameriprise Financial Services, Inc. Experience March 2013 - October 2013
Job Sales Lead Ameriprise
Industry Insurance
Experience
Ameriprise Auto & Home Insurance October 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - October 2013
Harker Events April 2011 - March 2013
The Freeman Company August 2009 - April 2011
FREEMAN 2009 - 2011
The Freeman Company September 2006 - August 2009
The Freeman Company March 2001 - September 2006
FREEMAN June 1999 - March 2001
The Freeman Company October 1997 - June 1999
Arctic Lodges July 1993 - June 1997
Skills
Production Management, Special Events, Sales Management, Salesforce.com, Microsoft Office, Quicken, Wedding Planning, Party Planning, Digital Photography, Event Management, Baby Showers, Marketing Strategy, Office Management, Conventions, Corporate Events, Decoration, Fundraising, Building Relationships, Customer Service, Parties, AV, Trade Shows, Event Planning, Sales, Live Events, Projection, Production Managment, Events, Hotels, Stage Management, Entertainment
Education
Normandale Community College 1993 — 1995
Liberal Arts, Accounting and Psychology
University of Minnesota-Twin Cities
Ameriprise Auto & Home Insurance October 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - October 2013
Harker Events April 2011 - March 2013
The Freeman Company August 2009 - April 2011
FREEMAN 2009 - 2011
The Freeman Company September 2006 - August 2009
The Freeman Company March 2001 - September 2006
FREEMAN June 1999 - March 2001
The Freeman Company October 1997 - June 1999
Arctic Lodges July 1993 - June 1997
Skills
Production Management, Special Events, Sales Management, Salesforce.com, Microsoft Office, Quicken, Wedding Planning, Party Planning, Digital Photography, Event Management, Baby Showers, Marketing Strategy, Office Management, Conventions, Corporate Events, Decoration, Fundraising, Building Relationships, Customer Service, Parties, AV, Trade Shows, Event Planning, Sales, Live Events, Projection, Production Managment, Events, Hotels, Stage Management, Entertainment
Education
Normandale Community College 1993 — 1995
Liberal Arts, Accounting and Psychology
University of Minnesota-Twin Cities
Matthew C. Landis Matthew C. Landis's Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor at Ameriprise Financial Service, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Education
North Carolina State University
BS, Business Management and Finance
Ameriprise Financial Services, Inc. 2002 - Present
Education
North Carolina State University
BS, Business Management and Finance
Randall Rice, CFP® Randall Rice, CFP®'s Ameriprise Financial Services, Inc. Experience September 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2005 - Present
A. G. Edwards July 1999 - September 2005
Skills
Business Planning,...
Education
North Carolina State University 1977 — 1982
B.S., Textile Management
Ameriprise Financial Services, Inc. September 2005 - Present
A. G. Edwards July 1999 - September 2005
Skills
Business Planning,...
Education
North Carolina State University 1977 — 1982
B.S., Textile Management
Theresa Bloedel Theresa Bloedel's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Interactive Marketing Manager at Ameriprise Financial Services, Inc.
Industry Internet
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Target August 2012 - July 2013
Medtronic June 2010 - September 2012
Lifetouch National School Studios March 2009 - June 2010
Patterson Dental October 2000 - October 2008
Skills
Strategy, Budgets, Direct Marketing, Salesforce.com, Project Management, Account Management, B2B, Creative Direction, Marketing, Marketing Communications, Email Marketing, Cross-functional Team..., Product Marketing, Web Analytics, Interactive Marketing, Social Media, SEO, Sales, Trade Shows, Marketing Strategy, Advertising, Lead Generation, Integrated Marketing, Social Media Marketing, Management, Team Leadership, Leadership, Business Strategy, Direct Mail, Public Relations
Education
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts
Normandale Community College 1994 — 1996
Associates of Art
Ameriprise Financial Services, Inc. July 2013 - Present
Target August 2012 - July 2013
Medtronic June 2010 - September 2012
Lifetouch National School Studios March 2009 - June 2010
Patterson Dental October 2000 - October 2008
Skills
Strategy, Budgets, Direct Marketing, Salesforce.com, Project Management, Account Management, B2B, Creative Direction, Marketing, Marketing Communications, Email Marketing, Cross-functional Team..., Product Marketing, Web Analytics, Interactive Marketing, Social Media, SEO, Sales, Trade Shows, Marketing Strategy, Advertising, Lead Generation, Integrated Marketing, Social Media Marketing, Management, Team Leadership, Leadership, Business Strategy, Direct Mail, Public Relations
Education
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts
Normandale Community College 1994 — 1996
Associates of Art
Miranda B Yeaton's Ameriprise Financial Services, Inc. Experience December 2003 - November 2004
Job Stay at Home Mom
Industry Health, Wellness and Fitness
Experience
Manchester Young Professionals Network December 2011 - December 2014
Alvirne High School January 2014 - June 2014
The Scott Lawson Group April 2011 - January 2014
Outside Television December 2008 - April 2011
Southern Wine and Spirits of New England, Inc. May 2007 - August 2009
The Nightspot/Outback Pizza May 2006 - May 2007
Morgan Stanley February 2005 - May 2006
Ameriprise Financial Services, Inc. December 2003 - November 2004
Skills
Social Media, Public Relations, Advertising, Press Releases, Newsletters, Trade Shows, Event Planning, Social Media Marketing, Marketing Communications, Marketing Strategy, Public Speaking, Marketing, New Business Development, Leadership, Management, Blogging, Strategy, Email Marketing, Budgets, Sales Operations
Education
Newbury College 2000 — 2004
B.S., Marketing/Finance
Woodstock Union High School 1996 — 2000
Manchester Young Professionals Network December 2011 - December 2014
Alvirne High School January 2014 - June 2014
The Scott Lawson Group April 2011 - January 2014
Outside Television December 2008 - April 2011
Southern Wine and Spirits of New England, Inc. May 2007 - August 2009
The Nightspot/Outback Pizza May 2006 - May 2007
Morgan Stanley February 2005 - May 2006
Ameriprise Financial Services, Inc. December 2003 - November 2004
Skills
Social Media, Public Relations, Advertising, Press Releases, Newsletters, Trade Shows, Event Planning, Social Media Marketing, Marketing Communications, Marketing Strategy, Public Speaking, Marketing, New Business Development, Leadership, Management, Blogging, Strategy, Email Marketing, Budgets, Sales Operations
Education
Newbury College 2000 — 2004
B.S., Marketing/Finance
Woodstock Union High School 1996 — 2000
Sheila Moenkedick, MBA Sheila Moenkedick, MBA's Ameriprise Financial Services, Inc. Experience 1997 - 2003
Job Reception Manager at Affiliated Community Medical Centers
Industry Medical Practice
Experience
Affiliated Community Medical Centers October 2014 - Present
US Banccorp August 2013 - October 2014
Target Corporation March 2011 - August 2012
Target Corporation November 2006 - March 2011
Gymboree March 2010 - September 2010
Gymboree September 2008 - March 2010
Metro Dentalcare November 2003 - November 2006
Ameriprise Financial Services, Inc. 1997 - 2003
Skills
Healthcare, Process Scheduler, Project Planning, Customer Service, Time Management, Project Management, Microsoft Office, PowerPoint, Team Leadership, Team Building, Retail, Inventory Management, Outlook, Microsoft Excel, Microsoft Word, Sales, Process Improvement, Coaching, Training, Management, Event Planning
Education
Saint Mary's University of Minnesota 2009 — 2013
MBA, Marketing
North Dakota State University 1992 — 1996
Bachelor of Science, Business Administration
Normandale Community College 1991 — 1992
Generals
Affiliated Community Medical Centers October 2014 - Present
US Banccorp August 2013 - October 2014
Target Corporation March 2011 - August 2012
Target Corporation November 2006 - March 2011
Gymboree March 2010 - September 2010
Gymboree September 2008 - March 2010
Metro Dentalcare November 2003 - November 2006
Ameriprise Financial Services, Inc. 1997 - 2003
Skills
Healthcare, Process Scheduler, Project Planning, Customer Service, Time Management, Project Management, Microsoft Office, PowerPoint, Team Leadership, Team Building, Retail, Inventory Management, Outlook, Microsoft Excel, Microsoft Word, Sales, Process Improvement, Coaching, Training, Management, Event Planning
Education
Saint Mary's University of Minnesota 2009 — 2013
MBA, Marketing
North Dakota State University 1992 — 1996
Bachelor of Science, Business Administration
Normandale Community College 1991 — 1992
Generals
Greg Linkner Greg Linkner's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Merrill Lynch November 2003 - July 2009
Verizon September 1999 - November 2003
Education
North Carolina State University 1985 — 1990
BA
Ameriprise Financial Services, Inc. July 2009 - Present
Merrill Lynch November 2003 - July 2009
Verizon September 1999 - November 2003
Education
North Carolina State University 1985 — 1990
BA
Laura Hunt Laura Hunt's Ameriprise Financial Services, Inc. Experience September 2008 - September 2009
Job Connecting top talent to opportunities at Prudential
Industry Human Resources
Experience
Prudential Financial January 2014 - Present
Cargill August 2011 - March 2013
US Bank October 2009 - August 2011
Ameriprise Financial Services, Inc. September 2008 - September 2009
Kelly Services 2008 - 2008
Career Professionals 1995 - 2000
Skills
Sourcing, College Recruiting, Recruiting, Employee Relations, Cold Calling, Applicant Tracking..., Onboarding, Talent Acquisition, Strategic Sourcing, Internet Recruiting, Employer Branding, Vendor Management, Taleo, Performance Management, New Hire Orientations, Talent Management, Interviews, Temporary Placement, Employee Benefits, Hiring, Management
Education
North Central College 1986 — 1989
Bachelor of Science, Marketing
Prudential Financial January 2014 - Present
Cargill August 2011 - March 2013
US Bank October 2009 - August 2011
Ameriprise Financial Services, Inc. September 2008 - September 2009
Kelly Services 2008 - 2008
Career Professionals 1995 - 2000
Skills
Sourcing, College Recruiting, Recruiting, Employee Relations, Cold Calling, Applicant Tracking..., Onboarding, Talent Acquisition, Strategic Sourcing, Internet Recruiting, Employer Branding, Vendor Management, Taleo, Performance Management, New Hire Orientations, Talent Management, Interviews, Temporary Placement, Employee Benefits, Hiring, Management
Education
North Central College 1986 — 1989
Bachelor of Science, Marketing
Benjamin Balto-Bongard Benjamin Balto-Bongard's Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2003 - Present
Education
University of Minnesota - Carlson School of Management 2005 — 2008
M.B.A., Entrepreneurship, Finance
University of Minnesota-Twin Cities 1998 — 2001
Liberal Arts, Socio-Cultural Anthropology
Normandale Community College 1996 — 1999
Associates, Business
Ameriprise Financial Services, Inc. October 2003 - Present
Education
University of Minnesota - Carlson School of Management 2005 — 2008
M.B.A., Entrepreneurship, Finance
University of Minnesota-Twin Cities 1998 — 2001
Liberal Arts, Socio-Cultural Anthropology
Normandale Community College 1996 — 1999
Associates, Business
Anis Ben Tahar's Ameriprise Financial Services, Inc. Experience September 2004 - August 2006
Job Staff Pharmacist at Woodriver Pharmacy
Industry Hospital & Health Care
Experience
Woodriver Pharmacy August 2012 - Present
Merwin Long Term Care May 2010 - August 2010
Fairview Health Services May 2006 - August 2007
Ameriprise Financial Services, Inc. September 2004 - August 2006
Skills
Immunization..., BLS for Healthcare..., CPR certified, American..., Fluent in five..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English, Windows, Pharmacists, Cpr Certified, Healthcare
Education
North Dakota State University 2008 — 2012
Doctor of Pharmacy (Pharm.D.), Pharmacy
University of Minnesota-Twin Cities 2001 — 2003
Master's degree, Sports Management
Ecole Superieure de Commerce 1995 — 1999
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Woodriver Pharmacy August 2012 - Present
Merwin Long Term Care May 2010 - August 2010
Fairview Health Services May 2006 - August 2007
Ameriprise Financial Services, Inc. September 2004 - August 2006
Skills
Immunization..., BLS for Healthcare..., CPR certified, American..., Fluent in five..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English, Windows, Pharmacists, Cpr Certified, Healthcare
Education
North Dakota State University 2008 — 2012
Doctor of Pharmacy (Pharm.D.), Pharmacy
University of Minnesota-Twin Cities 2001 — 2003
Master's degree, Sports Management
Ecole Superieure de Commerce 1995 — 1999
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Barbara Davis, CFP Barbara Davis, CFP's Ameriprise Financial Services, Inc. Experience June 1982 - November 2011
Job Financial Advisor at LPL Financial, Certified Financial Planner
Industry Investment Management
Experience
Elam Financial Group September 2014 - Present
Morgan Stanley Wealth Management November 2011 - September 2013
Ameriprise Financial Services, Inc. June 1982 - November 2011
Skills
Public Speaking, Strategic Planning, Fee Based Planning, Wealth Management, Investments, Life Insurance, Retirement Planning, Estate Planning, Tax Planning, Personal Financial..., Securities, Marketing, Financial Workshops and..., Finance
Education
Newberry College 1975 — 1979
Bachelor’s Degree, Sociology
Elam Financial Group September 2014 - Present
Morgan Stanley Wealth Management November 2011 - September 2013
Ameriprise Financial Services, Inc. June 1982 - November 2011
Skills
Public Speaking, Strategic Planning, Fee Based Planning, Wealth Management, Investments, Life Insurance, Retirement Planning, Estate Planning, Tax Planning, Personal Financial..., Securities, Marketing, Financial Workshops and..., Finance
Education
Newberry College 1975 — 1979
Bachelor’s Degree, Sociology
Kylie Kern's Ameriprise Financial Services, Inc. Experience February 1999 - Present
Job Associate Financial Advisor, Operations Manager, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1999 - Present
Education
Nicholls State University 1996 — 1999
AS, Office Information Systems
Terrebonne High School 1994 — 1996
Ameriprise Financial Services, Inc. February 1999 - Present
Education
Nicholls State University 1996 — 1999
AS, Office Information Systems
Terrebonne High School 1994 — 1996
Meghan Quigley Meghan Quigley's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
The Greer Group September 2013 - August 2014
Chick-fil-A April 2008 - August 2013
Skills
Leadership, Microsoft Word, Teamwork, Time Management, Determination, Integrity, Customer Satisfaction, Customer Service, Organization, Passion for Helping..., Passion for Success, Series 7
Education
North Carolina State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Supply Chain
Ameriprise Financial Services, Inc. September 2014 - Present
The Greer Group September 2013 - August 2014
Chick-fil-A April 2008 - August 2013
Skills
Leadership, Microsoft Word, Teamwork, Time Management, Determination, Integrity, Customer Satisfaction, Customer Service, Organization, Passion for Helping..., Passion for Success, Series 7
Education
North Carolina State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Supply Chain
Jacob Henderson, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience August 2014 - August 2015
Job Financial Advisor at Ethos Financial Partners a financial advisory practice of Ameriprise financial Services, Inc.
Industry Financial Services
Experience
Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - August 2015
Ameriprise Financial Services, Inc. January 2014 - August 2014
Ameriprise Financial Services, Inc. June 2012 - December 2013
Education
North Dakota State University 2007 — 2012
Bachelor of Science (B.S.), Finance & Marketing
Yellow Medicine East 2004 — 2007
High School
Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - August 2015
Ameriprise Financial Services, Inc. January 2014 - August 2014
Ameriprise Financial Services, Inc. June 2012 - December 2013
Education
North Dakota State University 2007 — 2012
Bachelor of Science (B.S.), Finance & Marketing
Yellow Medicine East 2004 — 2007
High School
Lloyd Kern, APMA®, CMFC®'s Ameriprise Financial Services, Inc. Experience October 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2004 - Present
Education
Nicholls State University 2000 — 2004
BS, Finance
Ameriprise Financial Services, Inc. October 2004 - Present
Education
Nicholls State University 2000 — 2004
BS, Finance
Nicholas Henke, MBA, PMP Nicholas Henke, MBA, PMP's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job IT Project Manager (Consultant) at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
US Navy Reserve November 2007 - Present
Xcel Energy September 2014 - December 2014
Edward Jones July 2013 - August 2014
US Navy Reserve August 2012 - January 2013
Joint Special Operations Task Force April 2007 - November 2007
Stutsman County Task Force January 2004 - May 2006
Fargo Police Department May 2002 - February 2003
Skills
Intelligence, Intelligence Analysis, National Security, Analysis, Special Operations, Cross-functional Team..., Security Clearance, Government, Security, Project Planning, Project Management, Leadership, Strategic Communications, Strategic Analysis, Information Assurance, Training, Team Leadership
Education
National Intelligence University 2010 — 2012
Master's degree, Strategic Intelligence
North Dakota State University 2003 — 2006
Master of Business Administration (MBA)
Tecnológico de Monterrey 2001 — 2001
Intensive Spanish Semester
North Dakota State University 1996 — 2001
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. February 2015 - Present
US Navy Reserve November 2007 - Present
Xcel Energy September 2014 - December 2014
Edward Jones July 2013 - August 2014
US Navy Reserve August 2012 - January 2013
Joint Special Operations Task Force April 2007 - November 2007
Stutsman County Task Force January 2004 - May 2006
Fargo Police Department May 2002 - February 2003
Skills
Intelligence, Intelligence Analysis, National Security, Analysis, Special Operations, Cross-functional Team..., Security Clearance, Government, Security, Project Planning, Project Management, Leadership, Strategic Communications, Strategic Analysis, Information Assurance, Training, Team Leadership
Education
National Intelligence University 2010 — 2012
Master's degree, Strategic Intelligence
North Dakota State University 2003 — 2006
Master of Business Administration (MBA)
Tecnológico de Monterrey 2001 — 2001
Intensive Spanish Semester
North Dakota State University 1996 — 2001
Bachelor of Science (BS), Economics
Allie Butler's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Environmental science student at NC State University
Industry Investment Banking
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
The Limited April 2013 - January 2015
SC State Credit Union June 2008 - December 2012
Skills
Management, CRM Databases, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
North Carolina State University 2013 — 2016
Bachelor's degree, Environmental Science
Ameriprise Financial Services, Inc. March 2014 - Present
The Limited April 2013 - January 2015
SC State Credit Union June 2008 - December 2012
Skills
Management, CRM Databases, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
North Carolina State University 2013 — 2016
Bachelor's degree, Environmental Science
Wesley Whitenight's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Insurance Professional
Industry Insurance
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
GEICO August 2010 - May 2015
Great Skate July 2008 - August 2010
Skills
Problem Solving, Data Analysis, Problem Analysis, Liability Analysis, Analytical Skills, Process Improvement, Analysis, Multi-tasked, Auto Claims, Liability, Legal Liability, Property Damage, Claim Investigation, Claims Management, Claims Resolution, Time Management, Customer Insight, Trend Analysis, Sales
Education
State University of New York at Buffalo 2013 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Niagara County Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Lockport High School 2004 — 2008
Regents
Ameriprise Financial Services, Inc. June 2015 - Present
GEICO August 2010 - May 2015
Great Skate July 2008 - August 2010
Skills
Problem Solving, Data Analysis, Problem Analysis, Liability Analysis, Analytical Skills, Process Improvement, Analysis, Multi-tasked, Auto Claims, Liability, Legal Liability, Property Damage, Claim Investigation, Claims Management, Claims Resolution, Time Management, Customer Insight, Trend Analysis, Sales
Education
State University of New York at Buffalo 2013 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Niagara County Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Lockport High School 2004 — 2008
Regents
Carissa Davis Carissa Davis's Ameriprise Financial Services, Inc. Experience April 2013 - July 2014
Job MSA Student at UNC Greensboro
Industry Accounting
Experience
Dixon Hughes Goodman LLP January 2015 - March 2015
Ameriprise Financial Services, Inc. April 2013 - July 2014
Rosa Mae's Catering 2006 - 2013
Skills
PowerPoint, Financial Analysis, Teamwork, Time Management, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Accounting, Marketing, Leadership, Outlook, Customer Service, Mac OS, Quicken, ThomsonOne, Financial Accounting, SAP, Peachtree, Bank Reconciliation, Auditing, US GAAP, Sarbanes-Oxley Act, ProSystem fx Engagement
Education
University of North Carolina at Greensboro 2014 — 2015
Master of Science (M.S.), Accounting
North Carolina State University - College of Management 2010 — 2014
Bachelor of Science (B.S.), Accounting
Dixon Hughes Goodman LLP January 2015 - March 2015
Ameriprise Financial Services, Inc. April 2013 - July 2014
Rosa Mae's Catering 2006 - 2013
Skills
PowerPoint, Financial Analysis, Teamwork, Time Management, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Accounting, Marketing, Leadership, Outlook, Customer Service, Mac OS, Quicken, ThomsonOne, Financial Accounting, SAP, Peachtree, Bank Reconciliation, Auditing, US GAAP, Sarbanes-Oxley Act, ProSystem fx Engagement
Education
University of North Carolina at Greensboro 2014 — 2015
Master of Science (M.S.), Accounting
North Carolina State University - College of Management 2010 — 2014
Bachelor of Science (B.S.), Accounting
Tess Gentry Tess Gentry's Ameriprise Financial Services, Inc. Experience August 2014 - November 2014
Job Accel Retail Bank Development Program Associate at PNC
Industry Banking
Experience
PNC May 2015 - Present
Merle Norman Cosmetics January 2014 - May 2015
Ameriprise Financial Services, Inc. August 2014 - November 2014
Mohammadi Chiropractic February 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, POS Systems, Youth Mentoring, Marketing, Social Media Marketing, Facebook, Sales, Customer Service, PowerPoint, Social Networking, Teamwork, Public Speaking, Social Media, Time Management, Leadership
Education
North Carolina State University 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Finance Concentration
PNC May 2015 - Present
Merle Norman Cosmetics January 2014 - May 2015
Ameriprise Financial Services, Inc. August 2014 - November 2014
Mohammadi Chiropractic February 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, POS Systems, Youth Mentoring, Marketing, Social Media Marketing, Facebook, Sales, Customer Service, PowerPoint, Social Networking, Teamwork, Public Speaking, Social Media, Time Management, Leadership
Education
North Carolina State University 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Finance Concentration
Karli Johnson's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Intern at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ciao Bella July 2013 - February 2015
YMCA January 2011 - September 2011
Fitness 19 August 2010 - January 2011
Skills
Teamwork, Youth Development, PowerPoint, Microsoft Office, Facebook, Social Media, First Aid, Microsoft Word, Microsoft Excel, Social Networking, Customer Service, Editing, Training, Communication, Spanish, Sales, Leadership
Education
University of Saint Thomas 2011 — 2015
Major (B.A.): General Business Management, Minor: Psychology, Business Administration and Management, General
Normandale Community College 2010 — 2011
High School/Secondary Diplomas and Certificates
Ameriprise Financial Services, Inc. June 2015 - Present
Ciao Bella July 2013 - February 2015
YMCA January 2011 - September 2011
Fitness 19 August 2010 - January 2011
Skills
Teamwork, Youth Development, PowerPoint, Microsoft Office, Facebook, Social Media, First Aid, Microsoft Word, Microsoft Excel, Social Networking, Customer Service, Editing, Training, Communication, Spanish, Sales, Leadership
Education
University of Saint Thomas 2011 — 2015
Major (B.A.): General Business Management, Minor: Psychology, Business Administration and Management, General
Normandale Community College 2010 — 2011
High School/Secondary Diplomas and Certificates
Sarah Whitestone Sarah Whitestone's Ameriprise Financial Services, Inc. Experience June 2013 - September 2013
Job Student at Nichols College
Industry Sports
Experience
Pittsfield Suns May 2014 - August 2014
Ameriprise Financial Services, Inc. June 2013 - September 2013
BasketBull January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Marketing, Teaching
Education
Nichols College 2011 — 2015
Wahconah Regional High School 2007 — 2011
High School
Pittsfield Suns May 2014 - August 2014
Ameriprise Financial Services, Inc. June 2013 - September 2013
BasketBull January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Marketing, Teaching
Education
Nichols College 2011 — 2015
Wahconah Regional High School 2007 — 2011
High School
Michael Telford's Ameriprise Financial Services, Inc. Experience October 2013 - April 2015
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - April 2015
Wells Fargo IMAX April 2013 - January 2014
AT&T October 2012 - December 2012
YMCA May 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Time Management, Leadership, Social Media, Teamwork
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Economics, 3.2
Mooresville Senior High School 2007 — 2011
Vanguard June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - April 2015
Wells Fargo IMAX April 2013 - January 2014
AT&T October 2012 - December 2012
YMCA May 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Time Management, Leadership, Social Media, Teamwork
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Economics, 3.2
Mooresville Senior High School 2007 — 2011
Kimberly Venable's Ameriprise Financial Services, Inc. Experience August 2007 - June 2008
Job Associate at Goldman Sachs and Co
Industry Banking
Experience
Goldman Sachs January 2010 - Present
Square 1 Bank July 2008 - December 2009
Ameriprise Financial Services, Inc. August 2007 - June 2008
glaceau June 2007 - August 2007
Skills
Banking, Foreign Exchange Risk..., Operations Management, Securities Lending, Venture Capital, Underwriting, Risk Management, Credit Analysis, Financial Modeling, Cash Flow Forecasting, Cash Management, Leadership, Private Equity, Management, Financial Analysis
Education
North Carolina State University
B.S., Business Management, Finance
Goldman Sachs January 2010 - Present
Square 1 Bank July 2008 - December 2009
Ameriprise Financial Services, Inc. August 2007 - June 2008
glaceau June 2007 - August 2007
Skills
Banking, Foreign Exchange Risk..., Operations Management, Securities Lending, Venture Capital, Underwriting, Risk Management, Credit Analysis, Financial Modeling, Cash Flow Forecasting, Cash Management, Leadership, Private Equity, Management, Financial Analysis
Education
North Carolina State University
B.S., Business Management, Finance
Emma Carney's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Annuity Marketing Intern at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Echelon Wealth Partners January 2014 - Present
ANN INC. October 2012 - August 2013
Skills
High Achiever, Interpersonal..., Microsoft Office, interpersonal, Filing, Administrative..., Multi-line Phone, Customer Service, Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Teamwork, Communication, Event Planning, Retail Sales, Social Networking, Social Media, Facebook, Marketing, Access, Cash Register, Management
Education
University of Minnesota-Twin Cities 2013 — 2016
Bachelor of Science (B.S.), Business and Marketing Education
North Dakota State University 2012 — 2013
Cannon Falls Secondary 2009 — 2012
Diploma
Ameriprise Financial Services, Inc. September 2015 - Present
Echelon Wealth Partners January 2014 - Present
ANN INC. October 2012 - August 2013
Skills
High Achiever, Interpersonal..., Microsoft Office, interpersonal, Filing, Administrative..., Multi-line Phone, Customer Service, Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Teamwork, Communication, Event Planning, Retail Sales, Social Networking, Social Media, Facebook, Marketing, Access, Cash Register, Management
Education
University of Minnesota-Twin Cities 2013 — 2016
Bachelor of Science (B.S.), Business and Marketing Education
North Dakota State University 2012 — 2013
Cannon Falls Secondary 2009 — 2012
Diploma
Donald D. Dalton's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Mandy Scott Mandy Scott's Ameriprise Financial Services, Inc. Experience January 2013 - May 2014
Job Coordinator, Recruiting at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi June 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - May 2014
Wine and Design May 2013 - August 2013
Holocene June 2012 - May 2013
Greater Raleigh CVB February 2010 - May 2012
Wake Forest Area Chamber of Commerce 2010 - 2012
Skills
Marketing, Time Management, Marketing Communications, Social Media Marketing, Teamwork, Event Planning, Recruiting, Talent Acquisition, Onboarding, Marketing Strategy, Project Management, Strategy, Customer Service, Social Networking, Communication, Lawson HRIS, iCIMS, Leadership, Microsoft Excel, Public Speaking
Education
North Carolina State University 2010 — 2014
Bachelor's Degree, Business Administration, concentrating in Marketing.
Wake Forest-Rolesville High School 2006 — 2010
DigitasLBi June 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - May 2014
Wine and Design May 2013 - August 2013
Holocene June 2012 - May 2013
Greater Raleigh CVB February 2010 - May 2012
Wake Forest Area Chamber of Commerce 2010 - 2012
Skills
Marketing, Time Management, Marketing Communications, Social Media Marketing, Teamwork, Event Planning, Recruiting, Talent Acquisition, Onboarding, Marketing Strategy, Project Management, Strategy, Customer Service, Social Networking, Communication, Lawson HRIS, iCIMS, Leadership, Microsoft Excel, Public Speaking
Education
North Carolina State University 2010 — 2014
Bachelor's Degree, Business Administration, concentrating in Marketing.
Wake Forest-Rolesville High School 2006 — 2010
Raphael' Dufresne-Harden Raphael' Dufresne-Harden's Ameriprise Financial Services, Inc. Experience February 2012 - February 2015
Job Contract – Business Finance Analyst – Optum Rx
Industry Marketing and Advertising
Experience
UnitedHealth Group June 2015 - Present
Ameriprise Financial Services, Inc. February 2012 - February 2015
Cenveo September 2010 - February 2012
Cenveo September 2007 - September 2010
Cenveo December 2005 - September 2007
Northern Cap and Glove 2004 - 2005
Petters Group Worldwide 2002 - 2004
Fingerhut 2000 - 2002
Fingerhut 1999 - 2000
Skills
Marketing, Advertising, Merchandising, Print Management, Management, Cross-functional Team..., Customer Service, Account Management, Project Management, Fullfillment, Marketing Strategy, Multi-channel Marketing, Print Estimating, Offset Printing, Process Improvement, Digital Printing, Marketing Communications, Integrated Marketing, Brochures, Logistics, Inventory Control, Analysis, Forecasting, Budget Monitoring, Variable Data Printing, Direct Marketing, Direct Mail, Packaging, Email Marketing, Photography, Trade Shows, Pre-press, Sales, B2B, Microsoft Office, Salesforce.com, SAP, Adobe Acrobat, Adobe Creative Suite, UPS Shipping, QuarkXPress, Leadership, Problem Solving, Brand Development, Microsoft Excel, New Business Development, Strategic Planning, Inventory Management
Education
Normandale Community College
Associate Degreee, Liberal Arts
Rasmussen College
Office Specialist
Sacred Heart
Sacred Heart-St. Johns
St. Agnes High School
UnitedHealth Group June 2015 - Present
Ameriprise Financial Services, Inc. February 2012 - February 2015
Cenveo September 2010 - February 2012
Cenveo September 2007 - September 2010
Cenveo December 2005 - September 2007
Northern Cap and Glove 2004 - 2005
Petters Group Worldwide 2002 - 2004
Fingerhut 2000 - 2002
Fingerhut 1999 - 2000
Skills
Marketing, Advertising, Merchandising, Print Management, Management, Cross-functional Team..., Customer Service, Account Management, Project Management, Fullfillment, Marketing Strategy, Multi-channel Marketing, Print Estimating, Offset Printing, Process Improvement, Digital Printing, Marketing Communications, Integrated Marketing, Brochures, Logistics, Inventory Control, Analysis, Forecasting, Budget Monitoring, Variable Data Printing, Direct Marketing, Direct Mail, Packaging, Email Marketing, Photography, Trade Shows, Pre-press, Sales, B2B, Microsoft Office, Salesforce.com, SAP, Adobe Acrobat, Adobe Creative Suite, UPS Shipping, QuarkXPress, Leadership, Problem Solving, Brand Development, Microsoft Excel, New Business Development, Strategic Planning, Inventory Management
Education
Normandale Community College
Associate Degreee, Liberal Arts
Rasmussen College
Office Specialist
Sacred Heart
Sacred Heart-St. Johns
St. Agnes High School
Steven Chiev's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Brokerage Client Service Professional at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
U.S. Bank October 2013 - May 2015
Tutor.com January 2013 - May 2015
Guaranty Bank FSB May 2013 - September 2013
Target August 2012 - May 2013
Old Navy October 2010 - August 2012
Bloomington Public Schools September 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Cashiering, Customer Service, Sales Operations, Logistics Management, Reverse Logistics, Cash Handling Experience, Management, Visual Merchandising, Inventory Management, PowerPoint, Time Management, Retail, Leadership, Sales, Teamwork
Education
University of Minnesota Crookston 2013 — 2017
Bachelor’s Degree, Finance, General
Normandale Community College 2010 — 2012
General Studies
Ameriprise Financial Services, Inc. May 2015 - Present
U.S. Bank October 2013 - May 2015
Tutor.com January 2013 - May 2015
Guaranty Bank FSB May 2013 - September 2013
Target August 2012 - May 2013
Old Navy October 2010 - August 2012
Bloomington Public Schools September 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Cashiering, Customer Service, Sales Operations, Logistics Management, Reverse Logistics, Cash Handling Experience, Management, Visual Merchandising, Inventory Management, PowerPoint, Time Management, Retail, Leadership, Sales, Teamwork
Education
University of Minnesota Crookston 2013 — 2017
Bachelor’s Degree, Finance, General
Normandale Community College 2010 — 2012
General Studies
Emily Humphries Emily Humphries's Ameriprise Financial Services, Inc. Experience April 2013 - September 2014
Job Student at Newbury College
Industry Sports
Experience
Academic Success Center - Newbury College January 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - September 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Project Management, Coaching
Education
Newbury College 2013 — 2017
Bachelor's Degree, Sport Mananagement & Marketing, Sophomore
Westborough High School 2009 — 2013
High School
Academic Success Center - Newbury College January 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - September 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Project Management, Coaching
Education
Newbury College 2013 — 2017
Bachelor's Degree, Sport Mananagement & Marketing, Sophomore
Westborough High School 2009 — 2013
High School
Candace Byrdsong Williams Candace Byrdsong Williams's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Project Manager, Office of Inclusion & Collaboration at Cisco
Industry Human Resources
Experience
Cisco June 2015 - Present
WIRB-Copernicus Group April 2014 - June 2015
WIRB-Copernicus Group April 2013 - April 2014
Nationwide Insurance March 2008 - April 2013
Nationwide Insurance February 2007 - August 2012
Ameriprise Financial Services, Inc. 2005 - 2006
Spherion 2004 - 2005
Skills
Property & Casualty..., Insurance, Liability, Claim, Casualty, Claims Management, Commercial Insurance, General Insurance, Legal Liability, Underwriting, Subrogation, Property Damage, Human Resources, Talent Acquisition, Marketing, Presentations, Pharmaceutical Industry, Recruiting, Negotiation, College Recruiting, Project Management, Portfolio Management, Diversity & Inclusion, Corporate Communications, Compliance, Consultants, HR Consulting, OSHA, Employee Training, Marketing Budget..., Time Management, Analysis, Strategy, Payroll, Personnel Management, Deferred Compensation, Program Management, Training, Hiring, Workers Compensation, Resume Writing, New Hire Orientations, Policy, Management, Software Documentation, Workforce Planning, Temporary Placement, Onboarding, Internet Recruiting, Talent Management
Education
North Carolina Agricultural and Technical State University 1992 — 1996
Bachelor of Science (BS), Occupational Safety & Health and Industrial Hygiene
Highschool
Highschool
Cisco June 2015 - Present
WIRB-Copernicus Group April 2014 - June 2015
WIRB-Copernicus Group April 2013 - April 2014
Nationwide Insurance March 2008 - April 2013
Nationwide Insurance February 2007 - August 2012
Ameriprise Financial Services, Inc. 2005 - 2006
Spherion 2004 - 2005
Skills
Property & Casualty..., Insurance, Liability, Claim, Casualty, Claims Management, Commercial Insurance, General Insurance, Legal Liability, Underwriting, Subrogation, Property Damage, Human Resources, Talent Acquisition, Marketing, Presentations, Pharmaceutical Industry, Recruiting, Negotiation, College Recruiting, Project Management, Portfolio Management, Diversity & Inclusion, Corporate Communications, Compliance, Consultants, HR Consulting, OSHA, Employee Training, Marketing Budget..., Time Management, Analysis, Strategy, Payroll, Personnel Management, Deferred Compensation, Program Management, Training, Hiring, Workers Compensation, Resume Writing, New Hire Orientations, Policy, Management, Software Documentation, Workforce Planning, Temporary Placement, Onboarding, Internet Recruiting, Talent Management
Education
North Carolina Agricultural and Technical State University 1992 — 1996
Bachelor of Science (BS), Occupational Safety & Health and Industrial Hygiene
Highschool
Highschool
John Schorer's Ameriprise Financial Services, Inc. Experience October 2011 - February 2015
Job Senior Business Systems Analyst at Currently Available
Industry Financial Services
Experience
ITNetworkers May 2002 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2015
Columbia Management October 2011 - February 2015
North Star Ski Touring Club May 2001 - June 2012
Self Employed 1999 - October 2011
Ecolab November 2007 - December 2008
US Bank 2007 - 2007
Chinook Hosting 2007 - 2007
Wells Fargo 2007 - 2007
Target 2006 - 2006
Skills
Business Analysis, Business Intelligence, Coaching, Written Communication, Microsoft Excel, Data Mining, Motivation, Reporting Systems, Business Networking, SQL, Requirements Gathering, Requirements Analysis, Business Process..., Microsoft SQL Server, Visual Basic, Access, User Acceptance Testing, Integration, Fast Learner, Individualization, ODBC, Agile Methodologies, EDI, Data Conversion, Data Analysis, T-SQL, Database Modeling, Use Case Analysis, Ad Hoc Reporting, Impromptu Speaking, Gap Analysis, Process Redesign, Analytic Thinking, Oracle SQL, Maximizer, Rapid Prototyping, Benefit Cost Analysis, Reporting Technologies, Database Triggers, CRM Integration, Due Diligence, SharePoint, InfoPath Forms, Humor, Databases, SDLC, Leadership, Crystal Reports, Data Warehousing, Management
Education
University of Minnesota, Minneapolis
BS, Computer Science
Normandale Community College
Associate of Arts (AA), General Studies
Thomas Jefferson High School
ITNetworkers May 2002 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2015
Columbia Management October 2011 - February 2015
North Star Ski Touring Club May 2001 - June 2012
Self Employed 1999 - October 2011
Ecolab November 2007 - December 2008
US Bank 2007 - 2007
Chinook Hosting 2007 - 2007
Wells Fargo 2007 - 2007
Target 2006 - 2006
Skills
Business Analysis, Business Intelligence, Coaching, Written Communication, Microsoft Excel, Data Mining, Motivation, Reporting Systems, Business Networking, SQL, Requirements Gathering, Requirements Analysis, Business Process..., Microsoft SQL Server, Visual Basic, Access, User Acceptance Testing, Integration, Fast Learner, Individualization, ODBC, Agile Methodologies, EDI, Data Conversion, Data Analysis, T-SQL, Database Modeling, Use Case Analysis, Ad Hoc Reporting, Impromptu Speaking, Gap Analysis, Process Redesign, Analytic Thinking, Oracle SQL, Maximizer, Rapid Prototyping, Benefit Cost Analysis, Reporting Technologies, Database Triggers, CRM Integration, Due Diligence, SharePoint, InfoPath Forms, Humor, Databases, SDLC, Leadership, Crystal Reports, Data Warehousing, Management
Education
University of Minnesota, Minneapolis
BS, Computer Science
Normandale Community College
Associate of Arts (AA), General Studies
Thomas Jefferson High School
James F. Butler, III CPA, CGMA's Ameriprise Financial Services, Inc. Experience 1994 - March 1998
Job Director of Business Development at Anthem
Industry Health, Wellness and Fitness
Experience
Anthem April 2014 - April 2015
UnitedHealthcare May 2008 - October 2013
Ingenix/ Optum Insight Corporation 2006 - 2008
Deluxe corp January 2002 - October 2005
eFunds (Division of Deluxe Corp.) September 1999 - December 2001
Ameriprise Financial Services, Inc. 1994 - March 1998
Martin Harps Syphoe & Co 1989 - 1991
Martin Harps Syphoe & Co 1989 - 1991
Skills
Budgets, Financial Analysis, Process Improvement, Accounting, Financial Reporting, Analysis, Leadership, Finance, Strategy, Management, Project Management, Forecasting, ERP, Project Planning, Team Leadership, Financial Modeling, Business Strategy, Auditing, Executive Management, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2003 — 2008
MBA, GPA 3.6
North Carolina Agricultural and Technical State University 1984 — 1988
Bachelor of Science, Accounting, Summa Cum Laude Graduate
Anthem April 2014 - April 2015
UnitedHealthcare May 2008 - October 2013
Ingenix/ Optum Insight Corporation 2006 - 2008
Deluxe corp January 2002 - October 2005
eFunds (Division of Deluxe Corp.) September 1999 - December 2001
Ameriprise Financial Services, Inc. 1994 - March 1998
Martin Harps Syphoe & Co 1989 - 1991
Martin Harps Syphoe & Co 1989 - 1991
Skills
Budgets, Financial Analysis, Process Improvement, Accounting, Financial Reporting, Analysis, Leadership, Finance, Strategy, Management, Project Management, Forecasting, ERP, Project Planning, Team Leadership, Financial Modeling, Business Strategy, Auditing, Executive Management, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2003 — 2008
MBA, GPA 3.6
North Carolina Agricultural and Technical State University 1984 — 1988
Bachelor of Science, Accounting, Summa Cum Laude Graduate
Melissa Boser, MBA Melissa Boser, MBA's Ameriprise Financial Services, Inc. Experience October 2012 - February 2013
Job Sr. Business Analyst at Surescripts
Industry Information Technology and Services
Experience
Surescripts LLC August 2013 - Present
TCF Bank February 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - February 2013
Ameriprise Financial Services, Inc. August 2010 - October 2012
Ameriprise Financial Services, Inc. September 2007 - August 2010
CVS Caremark Corporation April 2007 - April 2010
Skills
Business Analysis, Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Training, Visio, Data Analysis, Testing, Business Requirements, Business Process, Management, Project Management, Leadership, Teamwork, Coaching, Customer Service, SDLC, PowerPoint, Microsoft Excel, Social Networking, Inventory Management, Small Business
Education
University of Mary 2008 — 2009
Masters, Business of Administration-Management
North Dakota State University 2002 — 2003
Bachelors of University Studies, Business and Women's Studies
North Dakota State College of Science 1999 — 2001
Associate of Science (A.S.), Pharmacy Technician
Surescripts LLC August 2013 - Present
TCF Bank February 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - February 2013
Ameriprise Financial Services, Inc. August 2010 - October 2012
Ameriprise Financial Services, Inc. September 2007 - August 2010
CVS Caremark Corporation April 2007 - April 2010
Skills
Business Analysis, Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Training, Visio, Data Analysis, Testing, Business Requirements, Business Process, Management, Project Management, Leadership, Teamwork, Coaching, Customer Service, SDLC, PowerPoint, Microsoft Excel, Social Networking, Inventory Management, Small Business
Education
University of Mary 2008 — 2009
Masters, Business of Administration-Management
North Dakota State University 2002 — 2003
Bachelors of University Studies, Business and Women's Studies
North Dakota State College of Science 1999 — 2001
Associate of Science (A.S.), Pharmacy Technician
Cory Weissman Cory Weissman's Ameriprise Financial Services, Inc. Experience November 1999 - March 2006
Job Owner at SCENE Magazine www.twincitiesgayscene.com
Industry Publishing
Experience
Rainbow Brew March 2014 - Present
Twin Cities Gay SCENE March 2006 - Present
Ameriprise Financial Services, Inc. November 1999 - March 2006
Ameriprise Financial Services, Inc. November 1999 - March 2006
Skills
Retirement Planning, Retirement, Small Business, Social Media, Social Media Marketing, Social Networking, Marketing Strategy, Marketing, Newsletters, Publishing, Event Management, Event Planning, Public Relations, Marketing Communications, Sales, Customer Service, Facebook, Strategic Planning, Graphic Design, Advertising, Photography, Brand Development, Online Marketing, Email Marketing, Leadership
Education
North Dakota State University 1993 — 1997
Fine Art, Marketing
Rainbow Brew March 2014 - Present
Twin Cities Gay SCENE March 2006 - Present
Ameriprise Financial Services, Inc. November 1999 - March 2006
Ameriprise Financial Services, Inc. November 1999 - March 2006
Skills
Retirement Planning, Retirement, Small Business, Social Media, Social Media Marketing, Social Networking, Marketing Strategy, Marketing, Newsletters, Publishing, Event Management, Event Planning, Public Relations, Marketing Communications, Sales, Customer Service, Facebook, Strategic Planning, Graphic Design, Advertising, Photography, Brand Development, Online Marketing, Email Marketing, Leadership
Education
North Dakota State University 1993 — 1997
Fine Art, Marketing
Alissa Krause Alissa Krause's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Information Security Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. 2007 - April 2015
Alignex, Inc. January 2005 - August 2007
Skills
Business Analysis, Microsoft Office, Management, Project Management, Customer Service, Microsoft Excel, Change Management, Program Management, Process Improvement, SDLC, Business Architecture, Business Development, CRM, SharePoint, SaaS, Visio, Business Process..., Software Project..., IT Strategy, Risk Management, Disaster Recovery, Requirements Gathering, Vendor Management
Education
University of St. Thomas 2009 — 2010
Project Management, Mini Masters of Project Management
North Dakota State University 1999 — 2004
Bachelor's Degree, Management Information Systems and Services
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. 2007 - April 2015
Alignex, Inc. January 2005 - August 2007
Skills
Business Analysis, Microsoft Office, Management, Project Management, Customer Service, Microsoft Excel, Change Management, Program Management, Process Improvement, SDLC, Business Architecture, Business Development, CRM, SharePoint, SaaS, Visio, Business Process..., Software Project..., IT Strategy, Risk Management, Disaster Recovery, Requirements Gathering, Vendor Management
Education
University of St. Thomas 2009 — 2010
Project Management, Mini Masters of Project Management
North Dakota State University 1999 — 2004
Bachelor's Degree, Management Information Systems and Services
Anthony Hondlik Anthony Hondlik's Ameriprise Financial Services, Inc. Experience April 2007 - August 2007
Job Director of Banking
Industry Investment Banking
Experience
Geraty Investments September 2008 - Present
Ameriprise Financial Services, Inc. April 2007 - August 2007
Ameriprise Financial Services, Inc. September 2006 - January 2007
Skills
Financial Modeling, Enterprise Valuation, Equity Valuation, Due Diligence, Strategic Financial..., Acquisitions, Equity Research, Economic Research, Negotiation, Communication, Hedge Funds, Investment Banking
Education
University of St. Thomas 2004 — 2008
Bachelor of Science (BS), Financial Management
Normandale Community College 2002 — 2004
Post Secondary
Geraty Investments September 2008 - Present
Ameriprise Financial Services, Inc. April 2007 - August 2007
Ameriprise Financial Services, Inc. September 2006 - January 2007
Skills
Financial Modeling, Enterprise Valuation, Equity Valuation, Due Diligence, Strategic Financial..., Acquisitions, Equity Research, Economic Research, Negotiation, Communication, Hedge Funds, Investment Banking
Education
University of St. Thomas 2004 — 2008
Bachelor of Science (BS), Financial Management
Normandale Community College 2002 — 2004
Post Secondary
Eric Penniston's Ameriprise Financial Services, Inc. Experience March 2011 - June 2014
Job J.D. Candidate at University of St. Thomas School of Law and student at St. Catherine University School of Social Work
Industry Civic & Social Organization
Experience
Augsburg Fairview Academy August 2015 - Present
City Of Columbia Heights Charter Commission January 2015 - Present
Springbrook Nature Center Foundation Board September 2014 - Present
Minnesota Coalition for Battered Women June 2015 - September 2015
Office of the Cook County Public Defender May 2015 - June 2015
Rep. Carolyn Laine - Minnesota House of Representatives January 2015 - March 2015
Ameriprise Financial Services, Inc. March 2011 - June 2014
Labor Ready May 2009 - February 2011
Aegis Medical Systems November 2007 - August 2008
Luxottica Retail September 2003 - November 2006
Skills
Leadership, Training, Volunteer Management, Nonprofits, Customer Service, Event Planning, Research, Leadership Development, Case Managment, Strategic Financial..., Conflict Resolution, Non-profits, Coaching, Human Resources, Fundraising, Writing, counseling, Public Speaking, Management, Community Outreach, Legal Research, Legal Writing, Community Organizing, Networking
Education
University of St. Thomas 2014 — 2018
Juris Doctor (J.D.), Law
St. Catherine University 2014 — 2017
Master of Social Work (MSW), Social Work
New York University 2006 — 2007
Media, Culture and Communications
University of Minnesota-Twin Cities 1999 — 2005
B.A., Psychology
Apollo High School 1991 — 1995
Augsburg Fairview Academy August 2015 - Present
City Of Columbia Heights Charter Commission January 2015 - Present
Springbrook Nature Center Foundation Board September 2014 - Present
Minnesota Coalition for Battered Women June 2015 - September 2015
Office of the Cook County Public Defender May 2015 - June 2015
Rep. Carolyn Laine - Minnesota House of Representatives January 2015 - March 2015
Ameriprise Financial Services, Inc. March 2011 - June 2014
Labor Ready May 2009 - February 2011
Aegis Medical Systems November 2007 - August 2008
Luxottica Retail September 2003 - November 2006
Skills
Leadership, Training, Volunteer Management, Nonprofits, Customer Service, Event Planning, Research, Leadership Development, Case Managment, Strategic Financial..., Conflict Resolution, Non-profits, Coaching, Human Resources, Fundraising, Writing, counseling, Public Speaking, Management, Community Outreach, Legal Research, Legal Writing, Community Organizing, Networking
Education
University of St. Thomas 2014 — 2018
Juris Doctor (J.D.), Law
St. Catherine University 2014 — 2017
Master of Social Work (MSW), Social Work
New York University 2006 — 2007
Media, Culture and Communications
University of Minnesota-Twin Cities 1999 — 2005
B.A., Psychology
Apollo High School 1991 — 1995
Zachary Marsh Zachary Marsh's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Student at North Carolina State University
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
The North Face September 2014 - September 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Social Media, Teamwork
Education
North Carolina State University 2012 — 2016
Bachelor of Science (BS), Business Administration - Finance
Ameriprise Financial Services, Inc. May 2015 - Present
The North Face September 2014 - September 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Social Media, Teamwork
Education
North Carolina State University 2012 — 2016
Bachelor of Science (BS), Business Administration - Finance
Jill Pisano's Ameriprise Financial Services, Inc. Experience August 2008 - May 2010
Job Account Executive at The Select Group
Industry Staffing and Recruiting
Experience
The Select Group January 2015 - Present
The Select Group August 2012 - January 2015
Apex Systems July 2011 - August 2012
Apex Systems July 2010 - June 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Skills
Account Management, Salesforce.com, Technical Recruiting, Cold Calling, Staffing Services, Applicant Tracking..., Recruiting, Internet Recruiting, SaaS, Building Relationships, Sales, Talent Acquisition, CRM, Temporary Placement, Screening Resumes, Sourcing, College Recruiting, Human Resources, Management, Business Development, Consulting, Vendor Management, Contract Recruitment, Leadership, Interviews, Marketing, Lead Generation, Business Analysis, Staff Augmentation, Time Management, Sales Process, Temporary Staffing, Benefits Negotiation, Networking, Training, SDLC, Project Management, Professional Services, Screening, Onboarding
Education
North Carolina State University 2007 — 2010
BS, Business Management- Marketing
North Carolina State University
The Select Group January 2015 - Present
The Select Group August 2012 - January 2015
Apex Systems July 2011 - August 2012
Apex Systems July 2010 - June 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Skills
Account Management, Salesforce.com, Technical Recruiting, Cold Calling, Staffing Services, Applicant Tracking..., Recruiting, Internet Recruiting, SaaS, Building Relationships, Sales, Talent Acquisition, CRM, Temporary Placement, Screening Resumes, Sourcing, College Recruiting, Human Resources, Management, Business Development, Consulting, Vendor Management, Contract Recruitment, Leadership, Interviews, Marketing, Lead Generation, Business Analysis, Staff Augmentation, Time Management, Sales Process, Temporary Staffing, Benefits Negotiation, Networking, Training, SDLC, Project Management, Professional Services, Screening, Onboarding
Education
North Carolina State University 2007 — 2010
BS, Business Management- Marketing
North Carolina State University
Liz Robb Liz Robb's Ameriprise Financial Services, Inc. Experience May 2005 - July 2005
Job Engagement Manager at EMMsphere
Industry Management Consulting
Experience
EMMsphere March 2013 - Present
Deloitte September 2011 - February 2013
Deloitte September 2009 - September 2011
Deloitte July 2007 - September 2009
US Trust June 2006 - July 2006
Ameriprise Financial Services, Inc. May 2005 - July 2005
BB&T 2004 - 2004
Skills
Staff Development, Management Consulting, Business Process..., Shared Services, Business Transformation, Acquisition Integration, Financials, PeopleTools, Business Process, Financial Modeling, PeopleSoft, Business Analysis, ERP, Change Management, Consulting, Business Strategy, Process Improvement, Requirements Analysis
Education
North Carolina State University 2003 — 2007
BS in Accounting - Financial Analysis, Accounting/Finance
EMMsphere March 2013 - Present
Deloitte September 2011 - February 2013
Deloitte September 2009 - September 2011
Deloitte July 2007 - September 2009
US Trust June 2006 - July 2006
Ameriprise Financial Services, Inc. May 2005 - July 2005
BB&T 2004 - 2004
Skills
Staff Development, Management Consulting, Business Process..., Shared Services, Business Transformation, Acquisition Integration, Financials, PeopleTools, Business Process, Financial Modeling, PeopleSoft, Business Analysis, ERP, Change Management, Consulting, Business Strategy, Process Improvement, Requirements Analysis
Education
North Carolina State University 2003 — 2007
BS in Accounting - Financial Analysis, Accounting/Finance
Kerry Adelmann Kerry Adelmann's Ameriprise Financial Services, Inc. Experience September 2012 - July 2013
Job Compliance Specialist at Investment Advisory Firm
Industry Financial Services
Experience
Investment Advisory September 2014 - Present
AEI Fund Management, Inc August 2013 - March 2014
Ameriprise Financial Services, Inc. September 2012 - July 2013
Financial Services in Minneapolis Minnesota October 2010 - October 2012
Allianz Life of North America March 2005 - September 2010
Mark Arens State Farm January 2000 - January 2001
Education
Dakota County Technical College
AA, Landscape Design
Metropolitan State University-St
Psychology
Normandale Community College
General
Investment Advisory September 2014 - Present
AEI Fund Management, Inc August 2013 - March 2014
Ameriprise Financial Services, Inc. September 2012 - July 2013
Financial Services in Minneapolis Minnesota October 2010 - October 2012
Allianz Life of North America March 2005 - September 2010
Mark Arens State Farm January 2000 - January 2001
Education
Dakota County Technical College
AA, Landscape Design
Metropolitan State University-St
Psychology
Normandale Community College
General
Irene M. Garand, CFP Irene M. Garand, CFP's Ameriprise Financial Services, Inc. Experience December 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1992 - Present
Education
Nichols College 1990 — 1992
Ameriprise Financial Services, Inc. December 1992 - Present
Education
Nichols College 1990 — 1992
Kim Beavers Kim Beavers's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Trusted Analytic Advisor at SAS | Helping companies use data to target customers effectively
Industry Information Technology and Services
Experience
SAS July 2013 - Present
Global Knowledge Training March 2012 - June 2013
MetaMetrics, Inc. February 2008 - March 2012
Manpower 2006 - 2008
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Training, Customer Service, Team Leadership, Employee Training, Microsoft Office, Account Management, Recruiting, Public Speaking, Leadership, Business Development, Strategic Planning, Organizational..., Management, Program Management, Leadership Development, Sales, Process Improvement, Coaching, Project Management, Strategy, Performance Management, Analysis, Business Intelligence, Data Analysis, Staff Development, Marketing, Cold Calling, Human Resources, Team Building, Employee Relations, Social Media Marketing, Reporting & Analysis, Data Modeling, Business Strategy, Marketing Strategy, Customer Engagement, Customer Retention, Predictive Analytics, Big Data, Data Mining, Data Visualization, Data Management, Analytics
Education
North Carolina State University 1999 — 2003
BSW, Social Work
SAS July 2013 - Present
Global Knowledge Training March 2012 - June 2013
MetaMetrics, Inc. February 2008 - March 2012
Manpower 2006 - 2008
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Training, Customer Service, Team Leadership, Employee Training, Microsoft Office, Account Management, Recruiting, Public Speaking, Leadership, Business Development, Strategic Planning, Organizational..., Management, Program Management, Leadership Development, Sales, Process Improvement, Coaching, Project Management, Strategy, Performance Management, Analysis, Business Intelligence, Data Analysis, Staff Development, Marketing, Cold Calling, Human Resources, Team Building, Employee Relations, Social Media Marketing, Reporting & Analysis, Data Modeling, Business Strategy, Marketing Strategy, Customer Engagement, Customer Retention, Predictive Analytics, Big Data, Data Mining, Data Visualization, Data Management, Analytics
Education
North Carolina State University 1999 — 2003
BSW, Social Work
Will Yeatts Will Yeatts's Ameriprise Financial Services, Inc. Experience February 2011 - May 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Tobin & Company Investment Banking Group LLC May 2012 - August 2012
Ameriprise Financial Services, Inc. February 2011 - May 2012
Education
North Carolina State University 2008 — 2012
Undergrad, Economics; Finance
Wells Fargo Securities June 2013 - Present
Tobin & Company Investment Banking Group LLC May 2012 - August 2012
Ameriprise Financial Services, Inc. February 2011 - May 2012
Education
North Carolina State University 2008 — 2012
Undergrad, Economics; Finance
Benjamin Mattson Benjamin Mattson's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Project Coordinator Technology at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. 2014 - 2015
Ameriprise Financial Services, Inc. 2014 - 2015
Genesis10 January 2014 - September 2014
Apex Information Technologies October 2011 - January 2014
City of Burnsville April 2007 - October 2011
ISD 196 June 2006 - October 2011
Clear Channel Communications September 2009 - December 2009
Skills
Microsoft Office, Customer Service, Problem Solving, Project Management, Time Management, Account Management, Outlook, Leadership, PowerPoint, Teamwork, Microsoft Word, Metrics Reporting, Coordinating Meetings, Project Planning, Microsoft Excel, User Acceptance Testing, Public Speaking, Social Media, SDLC
Education
University of Minnesota-Twin Cities
BA, Communication Studies
Normandale Community College 2007 — 2008
Gen EDs
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. 2014 - 2015
Ameriprise Financial Services, Inc. 2014 - 2015
Genesis10 January 2014 - September 2014
Apex Information Technologies October 2011 - January 2014
City of Burnsville April 2007 - October 2011
ISD 196 June 2006 - October 2011
Clear Channel Communications September 2009 - December 2009
Skills
Microsoft Office, Customer Service, Problem Solving, Project Management, Time Management, Account Management, Outlook, Leadership, PowerPoint, Teamwork, Microsoft Word, Metrics Reporting, Coordinating Meetings, Project Planning, Microsoft Excel, User Acceptance Testing, Public Speaking, Social Media, SDLC
Education
University of Minnesota-Twin Cities
BA, Communication Studies
Normandale Community College 2007 — 2008
Gen EDs
Dean Henderson Dean Henderson's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Team Leader Finance Technologies
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Digital River, Inc March 2001 - December 2011
Alliance of Computer Professionals 1999 - 2001
General Mills August 1996 - August 1997
Skills
PL/SQL, SAP ABAP, Microsoft Dynamics NAV, Accounts Payable, Vendor..., Oracle, SQL Server, Problem Solving, Queue Management, Mentoring
Education
North Carolina State University 1983 — 1987
Bachelor of Science, Mathematics
Ameriprise Financial Services, Inc. November 2011 - Present
Digital River, Inc March 2001 - December 2011
Alliance of Computer Professionals 1999 - 2001
General Mills August 1996 - August 1997
Skills
PL/SQL, SAP ABAP, Microsoft Dynamics NAV, Accounts Payable, Vendor..., Oracle, SQL Server, Problem Solving, Queue Management, Mentoring
Education
North Carolina State University 1983 — 1987
Bachelor of Science, Mathematics
York Larese York Larese's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Managing Partner, Carnegie Associates Ltd, The YSL Group
Industry Financial Services
Experience
Carnegie Associates Ltd, The YSL Group June 2014 - Present
Cool Springs Life May 2010 - April 2014
UBS Wealth Management 2009 - 2010
Concord Capital Managment LLC. 2008 - 2009
Merrill Lynch 2006 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Global Financial Services, Inc. (GFS) 1999 - 2005
Citi 1995 - May 2000
Bear Stearns 1992 - 1995
Skills
Finance, Alternative Investments, Investments, Capital Markets, Series 7, Microsoft Excel, Portfolio Management, Project Management, Investment Strategies, Structured Finance, Asset Management, Life Insurance, Relationship Management, Business Development, Tax Reporting
Education
North Carolina State University 1986 — 1991
BA
Walt Whitman High School 1984 — 1986
Carnegie Associates Ltd, The YSL Group June 2014 - Present
Cool Springs Life May 2010 - April 2014
UBS Wealth Management 2009 - 2010
Concord Capital Managment LLC. 2008 - 2009
Merrill Lynch 2006 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Global Financial Services, Inc. (GFS) 1999 - 2005
Citi 1995 - May 2000
Bear Stearns 1992 - 1995
Skills
Finance, Alternative Investments, Investments, Capital Markets, Series 7, Microsoft Excel, Portfolio Management, Project Management, Investment Strategies, Structured Finance, Asset Management, Life Insurance, Relationship Management, Business Development, Tax Reporting
Education
North Carolina State University 1986 — 1991
BA
Walt Whitman High School 1984 — 1986
Sam Ternes, AAMS® Sam Ternes, AAMS®'s Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Manager and Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. November 2009 - October 2014
Education
North Dakota State University
Bachelor of Business Administration (B.B.A.)
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. November 2009 - October 2014
Education
North Dakota State University
Bachelor of Business Administration (B.B.A.)
Calvin Gordee Calvin Gordee's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job New Job!
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Milk Specialties Company March 2015 - May 2015
Sleep Number by Select Comfort December 2014 - March 2015
Farmers Insurance July 2013 - December 2014
Frybread Express June 2012 - August 2012
Best Buy November 2011 - June 2012
Skills
Sales, Interpersonal..., Maintaining A Positive..., Cashiering, Enjoy Working with..., Listening to customers, Learning Quickly, Always Punctual, Friendly Personality, Dependable Team Player, Highly detail oriented, Training, Close Attention to..., Customer Service, Fast-paced, Leadership, Life Insurance, Phone Etiquette, Insurance, General Insurance, Customer Satisfaction, New Business Development
Education
Minnetonka High School
Minnetonka High School
Normandale Community College
Ameriprise Financial Services, Inc. July 2015 - Present
Milk Specialties Company March 2015 - May 2015
Sleep Number by Select Comfort December 2014 - March 2015
Farmers Insurance July 2013 - December 2014
Frybread Express June 2012 - August 2012
Best Buy November 2011 - June 2012
Skills
Sales, Interpersonal..., Maintaining A Positive..., Cashiering, Enjoy Working with..., Listening to customers, Learning Quickly, Always Punctual, Friendly Personality, Dependable Team Player, Highly detail oriented, Training, Close Attention to..., Customer Service, Fast-paced, Leadership, Life Insurance, Phone Etiquette, Insurance, General Insurance, Customer Satisfaction, New Business Development
Education
Minnetonka High School
Minnetonka High School
Normandale Community College
Erica Bandy Erica Bandy's Ameriprise Financial Services, Inc. Experience March 2012 - May 2013
Job Materials Logistics Coordinator at Siemens Mobility
Industry Higher Education
Experience
Siemens Mobility October 2014 - Present
Siemens Industry USA May 2013 - October 2014
Ameriprise Financial Services, Inc. March 2012 - May 2013
North Carolina State University August 2010 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Event Planning, Customer Service, Access, Data Analysis, Research, Time Management, Financial Analysis, Data Entry
Education
North Carolina State University 2010 — 2013
Bachelor of Science (B.S.), Business Administration- Operations
Siemens Mobility October 2014 - Present
Siemens Industry USA May 2013 - October 2014
Ameriprise Financial Services, Inc. March 2012 - May 2013
North Carolina State University August 2010 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Event Planning, Customer Service, Access, Data Analysis, Research, Time Management, Financial Analysis, Data Entry
Education
North Carolina State University 2010 — 2013
Bachelor of Science (B.S.), Business Administration- Operations
Breanna Vuong Breanna Vuong's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Customer Service Professional at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Energy Resources August 2013 - Present
Minnesota Brownfields May 2013 - December 2013
Redstone American Grill July 2009 - September 2013
Kaizen Technology Partners March 2013 - August 2013
Skills
Hospitality, Facebook, Restaurants, Restaurant Management, Social Networking, Social Media Marketing, Microsoft Word, Constant Contact, WordPress, Virb, Marketing, Time Management, Newsletters, Event Planning, Microsoft Excel, Event Management, Microsoft Office, PowerPoint, Marketing Strategy, Social Media, Marketing Communications, Inventory Management, Leadership, Customer Service, Customer Satisfaction, Sales, Public Speaking
Education
University of St. Thomas 2012 — 2014
Bachelor's degree, Marketing and Management
Normandale Community College 2009 — 2012
Marketing
Ameriprise Financial Services, Inc. July 2015 - Present
Energy Resources August 2013 - Present
Minnesota Brownfields May 2013 - December 2013
Redstone American Grill July 2009 - September 2013
Kaizen Technology Partners March 2013 - August 2013
Skills
Hospitality, Facebook, Restaurants, Restaurant Management, Social Networking, Social Media Marketing, Microsoft Word, Constant Contact, WordPress, Virb, Marketing, Time Management, Newsletters, Event Planning, Microsoft Excel, Event Management, Microsoft Office, PowerPoint, Marketing Strategy, Social Media, Marketing Communications, Inventory Management, Leadership, Customer Service, Customer Satisfaction, Sales, Public Speaking
Education
University of St. Thomas 2012 — 2014
Bachelor's degree, Marketing and Management
Normandale Community College 2009 — 2012
Marketing
Douglas Noah Douglas Noah's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Research Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
NDSU Bison Fund January 2014 - May 2015
Thrivent Financial May 2014 - January 2015
Skills
Investments, Finance, Leadership, Customer Service, Risk Management, Financial Planning, Mutual Funds, Financial Modeling, Wealth Management, Financial Services
Education
North Dakota State University 2011 — 2015
Bachelor's Degree, Finance and Economics
Passed Level I of the CFA Program
Ameriprise Financial Services, Inc. July 2015 - Present
NDSU Bison Fund January 2014 - May 2015
Thrivent Financial May 2014 - January 2015
Skills
Investments, Finance, Leadership, Customer Service, Risk Management, Financial Planning, Mutual Funds, Financial Modeling, Wealth Management, Financial Services
Education
North Dakota State University 2011 — 2015
Bachelor's Degree, Finance and Economics
Passed Level I of the CFA Program
Jason Wills-Starin's Ameriprise Financial Services, Inc. Experience 2005 - 2008
Job Chief Technology Officer, Proctor Free
Industry E-Learning
Experience
ProctorFree August 2013 - Present
Fidelity Investments August 2011 - August 2013
IFCTCC Charity 2006 - August 2013
Veritude February 2011 - August 2011
BuildLinks May 2010 - December 2010
Refense Technologies, Inc March 2010 - May 2010
RPS Technology October 2008 - March 2010
Aklia Digital Media January 2006 - September 2008
Ameriprise Financial Services, Inc. 2005 - 2008
Stiefel Laboratories 2006 - 2007
Skills
Java, Linux, System Architecture, SQL, Integration, Amazon Web Services..., Agile Project Management, SDLC, MySQL, Software Development, Enterprise Architecture, JavaScript, Web Development, Tomcat, Perl, Oracle, PHP, XML, Agile Methodologies, ASP.NET, Architecture, Unix, Spring, Scrum, Databases, Eclipse, Apache, IIS, Programming, Web Services, Software Design, Database Design, SaaS, Java Enterprise Edition, Solution Architecture, MS Project, Solaris, Troubleshooting, REST, Web Applications, SOAP, Microsoft SQL Server, Subversion, SOA, C#, Shell Scripting, Software Engineering, Visual Studio, .NET, AJAX
Education
North Carolina State University
ProctorFree August 2013 - Present
Fidelity Investments August 2011 - August 2013
IFCTCC Charity 2006 - August 2013
Veritude February 2011 - August 2011
BuildLinks May 2010 - December 2010
Refense Technologies, Inc March 2010 - May 2010
RPS Technology October 2008 - March 2010
Aklia Digital Media January 2006 - September 2008
Ameriprise Financial Services, Inc. 2005 - 2008
Stiefel Laboratories 2006 - 2007
Skills
Java, Linux, System Architecture, SQL, Integration, Amazon Web Services..., Agile Project Management, SDLC, MySQL, Software Development, Enterprise Architecture, JavaScript, Web Development, Tomcat, Perl, Oracle, PHP, XML, Agile Methodologies, ASP.NET, Architecture, Unix, Spring, Scrum, Databases, Eclipse, Apache, IIS, Programming, Web Services, Software Design, Database Design, SaaS, Java Enterprise Edition, Solution Architecture, MS Project, Solaris, Troubleshooting, REST, Web Applications, SOAP, Microsoft SQL Server, Subversion, SOA, C#, Shell Scripting, Software Engineering, Visual Studio, .NET, AJAX
Education
North Carolina State University
Jessica Lund's Ameriprise Financial Services, Inc. Experience December 2007 - June 2009
Job Sales Operations at Guidewire Software
Industry Information Technology and Services
Experience
Guidewire Software November 2013 - Present
Oracle November 2010 - November 2012
American Mortgage and Equity Consultants June 2009 - November 2010
Ameriprise Financial Services, Inc. December 2007 - June 2009
Bebi LLC January 2005 - June 2007
Skills
Outlook, Microsoft Excel, Salesforce.com
Education
University of Minnesota-Twin Cities
Bachelor's degree, Retailing and Retail Operations
Normandale Community College 2000 — 2002
AA, Liberal Arts
Guidewire Software November 2013 - Present
Oracle November 2010 - November 2012
American Mortgage and Equity Consultants June 2009 - November 2010
Ameriprise Financial Services, Inc. December 2007 - June 2009
Bebi LLC January 2005 - June 2007
Skills
Outlook, Microsoft Excel, Salesforce.com
Education
University of Minnesota-Twin Cities
Bachelor's degree, Retailing and Retail Operations
Normandale Community College 2000 — 2002
AA, Liberal Arts
John Kissell's Ameriprise Financial Services, Inc. Experience October 2006 - October 2007
Job Computer Software Professional
Industry Computer Software
Experience
3M December 2010 - Present
3M December 2007 - December 2009
Ameriprise Financial Services, Inc. October 2006 - October 2007
Skills
Lotus Notes, SharePoint, SQL Server, Visual Basic, Databases, Lotus Domino, LotusScript, JavaScript, SQL, Application Development, Windows, Visio, Document Management, HTML, Software Development, Operating Systems, Integration, Troubleshooting, Testing, Documentation, Technical Writing, AIX, Windows Server, XP, System Administration, Software Documentation, Microsoft SQL Server, SAP, CCNA, CCNP, Requirements Analysis, Project Management, SDLC, Software Project..., Business Analysis
Education
North Dakota State University 1988 — 1992
3M December 2010 - Present
3M December 2007 - December 2009
Ameriprise Financial Services, Inc. October 2006 - October 2007
Skills
Lotus Notes, SharePoint, SQL Server, Visual Basic, Databases, Lotus Domino, LotusScript, JavaScript, SQL, Application Development, Windows, Visio, Document Management, HTML, Software Development, Operating Systems, Integration, Troubleshooting, Testing, Documentation, Technical Writing, AIX, Windows Server, XP, System Administration, Software Documentation, Microsoft SQL Server, SAP, CCNA, CCNP, Requirements Analysis, Project Management, SDLC, Software Project..., Business Analysis
Education
North Dakota State University 1988 — 1992
Chad Vossen's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Supplier Performance Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial November 2004 - August 2012
Ameriprise Financial November 2004 - April 2007
American Express April 2001 - November 2004
CDI March 2000 - March 2001
Liberty Enterprises 1997 - 2000
Best Buy July 1995 - November 1997
Skills
Vendor Management, ITIL, Process Improvement, IT Service Management, Incident Management, Business Analysis, Service Delivery, Service Management, Call Center, Visio, Disaster Recovery, Lotus Notes, Sla, Outsourcing, IT Operations, IT Management, IT Strategy, Integration, Data Center, Software Documentation, Service Desk, Call Centers, SharePoint, Troubleshooting, Team Leadership, Risk Management
Education
St. Cloud State University 1992 — 1997
Bachelor of Science, Business Computer Information Systems
North Dakota State University 1991 — 1992
Computer Science
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial November 2004 - August 2012
Ameriprise Financial November 2004 - April 2007
American Express April 2001 - November 2004
CDI March 2000 - March 2001
Liberty Enterprises 1997 - 2000
Best Buy July 1995 - November 1997
Skills
Vendor Management, ITIL, Process Improvement, IT Service Management, Incident Management, Business Analysis, Service Delivery, Service Management, Call Center, Visio, Disaster Recovery, Lotus Notes, Sla, Outsourcing, IT Operations, IT Management, IT Strategy, Integration, Data Center, Software Documentation, Service Desk, Call Centers, SharePoint, Troubleshooting, Team Leadership, Risk Management
Education
St. Cloud State University 1992 — 1997
Bachelor of Science, Business Computer Information Systems
North Dakota State University 1991 — 1992
Computer Science
Andrea Puppe's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Marketing Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Bobcat Company September 2008 - November 2009
Bobcat Company May 2008 - September 2008
Bobcat Company January 2008 - May 2008
Education
North Dakota State University 2004 — 2008
BS, Business Administration
Ameriprise Financial Services, Inc. October 2009 - Present
Bobcat Company September 2008 - November 2009
Bobcat Company May 2008 - September 2008
Bobcat Company January 2008 - May 2008
Education
North Dakota State University 2004 — 2008
BS, Business Administration
Michael Beriss's Ameriprise Financial Services, Inc. Experience October 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1992 - Present
Round House Theatre December 2008 - Present
Morrison and Foerster July 1990 - August 1992
Education
New York University School of Law 1987 — 1990
JD
University of Colorado Boulder 1982 — 1986
BA, Economic
Ameriprise Financial Services, Inc. October 1992 - Present
Round House Theatre December 2008 - Present
Morrison and Foerster July 1990 - August 1992
Education
New York University School of Law 1987 — 1990
JD
University of Colorado Boulder 1982 — 1986
BA, Economic
ryan bogenholm's Ameriprise Financial Services, Inc. Experience 1992 - 2007
Job SR Business Systems Analyst at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial March 2011 - Present
Wells Fargo Share owner services June 2010 - March 2011
Edina Realty September 2009 - November 2009
Carlson Companies April 2007 - September 2008
Carlson 2007 - 2008
Ameriprise Financial Services, Inc. 1992 - 2007
Education
North Dakota State University
Ameriprise Financial March 2011 - Present
Wells Fargo Share owner services June 2010 - March 2011
Edina Realty September 2009 - November 2009
Carlson Companies April 2007 - September 2008
Carlson 2007 - 2008
Ameriprise Financial Services, Inc. 1992 - 2007
Education
North Dakota State University
Cody Johnson, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Retirement Planning Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Services, Inc. March 2010 - February 2012
Ameriprise Financial Advisors March 2009 - March 2010
Ameriprise Financial Services, Inc. September 2008 - March 2009
Ameriprise Financial Services, Inc. February 2005 - September 2008
Community First Bankshares July 2003 - February 2005
Skills
Retirement Planning, Strategic Financial..., Strategy, Retirement, Finance, Financial Advisory, Business Planning, CRM, Financial Planners, Management, Business Development, High Net Worth..., FINRA, Financial Goals, Microsoft Excel, Wealth Management, Series 7, Investments
Education
North Dakota State University 1999 — 2003
Business Administration, Finance and Economics
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Services, Inc. March 2010 - February 2012
Ameriprise Financial Advisors March 2009 - March 2010
Ameriprise Financial Services, Inc. September 2008 - March 2009
Ameriprise Financial Services, Inc. February 2005 - September 2008
Community First Bankshares July 2003 - February 2005
Skills
Retirement Planning, Strategic Financial..., Strategy, Retirement, Finance, Financial Advisory, Business Planning, CRM, Financial Planners, Management, Business Development, High Net Worth..., FINRA, Financial Goals, Microsoft Excel, Wealth Management, Series 7, Investments
Education
North Dakota State University 1999 — 2003
Business Administration, Finance and Economics
Stephanie Hughes's Ameriprise Financial Services, Inc. Experience May 2007 - June 2008
Job Blogger and Health Activist at The Stolen Colon; Social Media Manager at ARCA.
Industry Public Relations and Communications
Experience
The Stolen Colon April 2012 - Present
ARCA October 2013 - September 2015
Finder411 April 2013 - April 2014
Westgate Chrysler Jeep Dodge RAM September 2012 - October 2013
Larcade Psychiatric Associates, PLLC March 2012 - May 2012
NBC 17 August 2009 - February 2012
BlueCross BlueShield of NC April 2009 - July 2009
WPDE June 2008 - January 2009
Ameriprise Financial Services, Inc. May 2007 - June 2008
WNCN January 2007 - December 2007
Skills
Microsoft Office, Final Cut Pro, Edius, Lotus Notes, Avid, Photoshop, Office Administration, Writing, Creative Writing, News Writing, News, Breaking News, Typing, Mac, Windows, ENPS, Video, Blogging, Web Design, Graphic Design, Social Media, Video Editing, Communication, Radio Broadcasting, Editorial, Health Advocacy, Press Releases, Facebook, Non-linear Editing, SEO, Newsletters, AP Style, Copywriting, Media Relations, New Media, Copy Editing, Public Relations, Stage Management, Social media
Education
North Carolina State University 2013 — 2016
Master of Science (M.S.), Communication and Media Studies
University of North Carolina at Chapel Hill 2004 — 2008
B.A., Communications: Media Production
North Raleigh Christian Academy 1996 — 2004
High school diploma
The Stolen Colon April 2012 - Present
ARCA October 2013 - September 2015
Finder411 April 2013 - April 2014
Westgate Chrysler Jeep Dodge RAM September 2012 - October 2013
Larcade Psychiatric Associates, PLLC March 2012 - May 2012
NBC 17 August 2009 - February 2012
BlueCross BlueShield of NC April 2009 - July 2009
WPDE June 2008 - January 2009
Ameriprise Financial Services, Inc. May 2007 - June 2008
WNCN January 2007 - December 2007
Skills
Microsoft Office, Final Cut Pro, Edius, Lotus Notes, Avid, Photoshop, Office Administration, Writing, Creative Writing, News Writing, News, Breaking News, Typing, Mac, Windows, ENPS, Video, Blogging, Web Design, Graphic Design, Social Media, Video Editing, Communication, Radio Broadcasting, Editorial, Health Advocacy, Press Releases, Facebook, Non-linear Editing, SEO, Newsletters, AP Style, Copywriting, Media Relations, New Media, Copy Editing, Public Relations, Stage Management, Social media
Education
North Carolina State University 2013 — 2016
Master of Science (M.S.), Communication and Media Studies
University of North Carolina at Chapel Hill 2004 — 2008
B.A., Communications: Media Production
North Raleigh Christian Academy 1996 — 2004
High school diploma
Julie Bertheuson's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Sr. Print Producer at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
UnitedHealth Group (Ovations) 2009 - April 2010
Prime Therapeutics March 2004 - December 2008
LEGACY CATALOG October 2002 - February 2003
Gage Marketing Services February 2002 - September 2002
Express Scripts/Diversified Pharmaceutical Services May 1995 - July 2001
Diversified Pharmaceutical Services October 1993 - May 1995
Carlson Companies October 1992 - October 1993
Skills
Vendor Management, Leadership, Account Management, Direct Mail, Management, Program Management, Project Management, Retail, Software Documentation, Advertising, Training, Marketing Communications, Marketing Strategy, Marketing, Direct Marketing, Process Improvement, Customer Service, Cross-functional Team..., Email Marketing, Strategic Planning, Team Building
Education
North Dakota State University 1976 — 1984
Bachelors, Home Econonics
North Dakota State University
Bachelor's degree
Ameriprise Financial Services, Inc. November 2010 - Present
UnitedHealth Group (Ovations) 2009 - April 2010
Prime Therapeutics March 2004 - December 2008
LEGACY CATALOG October 2002 - February 2003
Gage Marketing Services February 2002 - September 2002
Express Scripts/Diversified Pharmaceutical Services May 1995 - July 2001
Diversified Pharmaceutical Services October 1993 - May 1995
Carlson Companies October 1992 - October 1993
Skills
Vendor Management, Leadership, Account Management, Direct Mail, Management, Program Management, Project Management, Retail, Software Documentation, Advertising, Training, Marketing Communications, Marketing Strategy, Marketing, Direct Marketing, Process Improvement, Customer Service, Cross-functional Team..., Email Marketing, Strategic Planning, Team Building
Education
North Dakota State University 1976 — 1984
Bachelors, Home Econonics
North Dakota State University
Bachelor's degree
Ankit Jivan's Ameriprise Financial Services, Inc. Experience June 2007 - January 2010
Job Senior Consultant at EY
Industry Information Technology and Services
Experience
EY July 2015 - Present
EY September 2014 - July 2015
PwC July 2012 - July 2014
WTS CPAs March 2011 - June 2011
SEPA Consulting May 2010 - August 2010
U.S. Census Bureau February 2010 - May 2010
Ameriprise Financial Services, Inc. June 2007 - January 2010
Skills
Financial Accounting, US GAAP, Account Reconciliation, Financial Statements, Accounting, Microsoft Excel, Tax, General Ledger, Budgets, Auditing, GAAP, Financial Analysis, Sarbanes-Oxley Act, Finance, Financial Modeling, Financial Reporting, Internal Controls
Education
North Carolina State University 2011 — 2012
Master of Accounting
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
Bachelor of Science, Finance, Management Information Systems
EY July 2015 - Present
EY September 2014 - July 2015
PwC July 2012 - July 2014
WTS CPAs March 2011 - June 2011
SEPA Consulting May 2010 - August 2010
U.S. Census Bureau February 2010 - May 2010
Ameriprise Financial Services, Inc. June 2007 - January 2010
Skills
Financial Accounting, US GAAP, Account Reconciliation, Financial Statements, Accounting, Microsoft Excel, Tax, General Ledger, Budgets, Auditing, GAAP, Financial Analysis, Sarbanes-Oxley Act, Finance, Financial Modeling, Financial Reporting, Internal Controls
Education
North Carolina State University 2011 — 2012
Master of Accounting
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
Bachelor of Science, Finance, Management Information Systems
John Voight's Ameriprise Financial Services, Inc. Experience November 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1997 - Present
Education
North Carolina State University 1993 — 1997
BA, Political Science
Ameriprise Financial Services, Inc. November 1997 - Present
Education
North Carolina State University 1993 — 1997
BA, Political Science
Matt Walker, CPA's Ameriprise Financial Services, Inc. Experience March 2005 - May 2006
Job Assurance Services, Manager at EY
Industry Accounting
Experience
EY September 2008 - Present
EY June 2007 - August 2007
BCBSNC May 2006 - May 2007
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Analysis, Assurance, Accounting, Financial Reporting, SOX, SEC reporting, Life Science Industry, Semiconductor Industry, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, Business Valuation, Cost Accounting, US GAAP, Microsoft Excel
Education
North Carolina State University - College of Management 2007 — 2008
MAC, Accounting and Finance
North Carolina State University - College of Management 2003 — 2007
B.S Accounting, Financial Analysis
EY September 2008 - Present
EY June 2007 - August 2007
BCBSNC May 2006 - May 2007
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Analysis, Assurance, Accounting, Financial Reporting, SOX, SEC reporting, Life Science Industry, Semiconductor Industry, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, Business Valuation, Cost Accounting, US GAAP, Microsoft Excel
Education
North Carolina State University - College of Management 2007 — 2008
MAC, Accounting and Finance
North Carolina State University - College of Management 2003 — 2007
B.S Accounting, Financial Analysis
David Varner, AAMS's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Financial Advisor at Ameriprise Financial, Franchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Edward Jones October 2003 - Present
IBM May 1985 - April 2003
Skills
Retirement Planning, Investments, Finance, Strategic Planning, Public Speaking, Team Building, Small Business, Customer Service, Insurance, Mutual Funds, Equities, Risk Management, Marketing
Education
College Of Financial Planning 2005 — 2005
Accredited Asset Management Specialist, Financial Planning
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Electrical Engineering
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Ameriprise Financial Services, Inc. July 2015 - Present
Edward Jones October 2003 - Present
IBM May 1985 - April 2003
Skills
Retirement Planning, Investments, Finance, Strategic Planning, Public Speaking, Team Building, Small Business, Customer Service, Insurance, Mutual Funds, Equities, Risk Management, Marketing
Education
College Of Financial Planning 2005 — 2005
Accredited Asset Management Specialist, Financial Planning
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Electrical Engineering
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Richard A. Cockrell's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job IAM Solutions Architect at Ameriprise Financial
Industry Computer & Network Security
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
USA Archery December 1995 - January 2015
Carlson June 2008 - January 2014
Ajilon 2007 - 2008
Skills
Information Architecture, Process Improvement, Business Analysis, Technical Writing, Project Management, Strategic Planning, Coaching, Problem Solving, Program Management, Business Process, Management, Team Leadership, Communication and..., Team Building, SDLC, OS X, Microsoft Office, Active Directory, LDAP, Risk Management, Visio, Continuous Improvement, Security, Software Documentation, Budgets, PowerPoint, Marketing Strategy, Product Development, Outlook, Microsoft Word, Solution Architecture
Education
University of Minnesota-Twin Cities 1980 — 1984
BSEE, Digital Electronics
Normandale Community College 1978 — 1980
Associate of Arts (AA), General
Ameriprise Financial Services, Inc. February 2014 - Present
USA Archery December 1995 - January 2015
Carlson June 2008 - January 2014
Ajilon 2007 - 2008
Skills
Information Architecture, Process Improvement, Business Analysis, Technical Writing, Project Management, Strategic Planning, Coaching, Problem Solving, Program Management, Business Process, Management, Team Leadership, Communication and..., Team Building, SDLC, OS X, Microsoft Office, Active Directory, LDAP, Risk Management, Visio, Continuous Improvement, Security, Software Documentation, Budgets, PowerPoint, Marketing Strategy, Product Development, Outlook, Microsoft Word, Solution Architecture
Education
University of Minnesota-Twin Cities 1980 — 1984
BSEE, Digital Electronics
Normandale Community College 1978 — 1980
Associate of Arts (AA), General
Joel Selzler's Ameriprise Financial Services, Inc. Experience September 2007 - September 2012
Job Seeking new PM or Operations Opportunity
Industry Financial Services
Experience
Assurant April 2014 - February 2015
UnitedHealth Group September 2013 - March 2014
FocalPoint Consulting Group February 2013 - June 2013
Ameriprise Financial Services, Inc. September 2007 - September 2012
US Bank 2001 - 2007
Skills
Project Management, Operations Management, Business Requirements, Program Management, Relationship Mgmt, Product Management, Leadership, Vendor Management, Team Building, Cultural Diversity, Software Project..., Business Process..., Relationship Management
Education
North Dakota State University
Cultural Anthropology
Assurant April 2014 - February 2015
UnitedHealth Group September 2013 - March 2014
FocalPoint Consulting Group February 2013 - June 2013
Ameriprise Financial Services, Inc. September 2007 - September 2012
US Bank 2001 - 2007
Skills
Project Management, Operations Management, Business Requirements, Program Management, Relationship Mgmt, Product Management, Leadership, Vendor Management, Team Building, Cultural Diversity, Software Project..., Business Process..., Relationship Management
Education
North Dakota State University
Cultural Anthropology
Paul Stansberry's Ameriprise Financial Services, Inc. Experience September 2008 - March 2010
Job Registered Principal II, Advise at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Ameriprise Financial March 2010 - June 2014
Ameriprise Financial Services, Inc. September 2008 - March 2010
Farmers Insurance June 2006 - December 2007
Merrill Lynch January 2006 - June 2006
Marquette Financial/ Wells Fargo January 1998 - March 2005
Hayne Miller/ Global Financial February 1986 - January 1998
Skills
Series 7, Series 63, FINRA, Retirement Planning, Mutual Funds, Financial Services, Insurance, Uniform Combined State..., Financial Advisory, Retirement, Estate Planning, Financial Goals, Asset Allocation, Securities, Banking, Trading, Risk Management
Education
St. Cloud State University 1978 — 1979
Normandale Community College
Bloomington Jefferson High School
Ameriprise Financial June 2014 - Present
Ameriprise Financial March 2010 - June 2014
Ameriprise Financial Services, Inc. September 2008 - March 2010
Farmers Insurance June 2006 - December 2007
Merrill Lynch January 2006 - June 2006
Marquette Financial/ Wells Fargo January 1998 - March 2005
Hayne Miller/ Global Financial February 1986 - January 1998
Skills
Series 7, Series 63, FINRA, Retirement Planning, Mutual Funds, Financial Services, Insurance, Uniform Combined State..., Financial Advisory, Retirement, Estate Planning, Financial Goals, Asset Allocation, Securities, Banking, Trading, Risk Management
Education
St. Cloud State University 1978 — 1979
Normandale Community College
Bloomington Jefferson High School
Scott Basten's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Sr Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial Services, Inc. June 2007 - August 2011
Skills
Business Analysis, Process Improvement, SAS, Access, SharePoint, SharePoint Designer, InfoPath, Visio, Risk Management, Project Management, Vendor Management, Program Management, Fixed Annuities, Customer Service, SDLC, Lean Tools
Education
North Dakota State University 1990 — 1995
Bachelor of Science, Communications
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial Services, Inc. June 2007 - August 2011
Skills
Business Analysis, Process Improvement, SAS, Access, SharePoint, SharePoint Designer, InfoPath, Visio, Risk Management, Project Management, Vendor Management, Program Management, Fixed Annuities, Customer Service, SDLC, Lean Tools
Education
North Dakota State University 1990 — 1995
Bachelor of Science, Communications
Nicholas Guido's Ameriprise Financial Services, Inc. Experience August 2012 - October 2013
Job
Industry Investment Management
Experience
Chicago Partners Wealth Advisors November 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2013
UBS Wealth Management December 2011 - August 2012
J De Sena Private Wealth Management of Ameriprise Financial October 2010 - December 2010
Education
North Central College 2008 — 2011
BS, Double Major in Finance & Economics
Neuqua Valley High School 2002 — 2006
Crone Middle School 1999 — 2002
Chicago Partners Wealth Advisors November 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2013
UBS Wealth Management December 2011 - August 2012
J De Sena Private Wealth Management of Ameriprise Financial October 2010 - December 2010
Education
North Central College 2008 — 2011
BS, Double Major in Finance & Economics
Neuqua Valley High School 2002 — 2006
Crone Middle School 1999 — 2002
Melanie Lowrey's Ameriprise Financial Services, Inc. Experience May 2011 - March 2013
Job Vendor Relations Specialist at The TJX Companies
Industry Logistics and Supply Chain
Experience
TJX April 2014 - Present
TJX March 2013 - April 2014
Faculty Management Corporation June 2004 - January 2014
Ameriprise Financial Services, Inc. May 2011 - March 2013
DSW May 2009 - July 2011
Massachusetts State Police May 2010 - August 2010
Skills
Fast Learner, Multitasker, Lotus Notes, Quickbooks, Book King, Microsoft Office, Social Media Marketing, Social Media, QuickBooks, Time Management, Research, Microsoft Excel, Customer Service, PowerPoint, Management, Microsoft Word
Education
Nichols College 2011 — 2013
MBA, General Business, GPA 3.8
Nichols College 2008 — 2012
Bachelor of Science in Business Administration, Criminal Justice Managment
Marlborough High School 2004 — 2008
High School
TJX April 2014 - Present
TJX March 2013 - April 2014
Faculty Management Corporation June 2004 - January 2014
Ameriprise Financial Services, Inc. May 2011 - March 2013
DSW May 2009 - July 2011
Massachusetts State Police May 2010 - August 2010
Skills
Fast Learner, Multitasker, Lotus Notes, Quickbooks, Book King, Microsoft Office, Social Media Marketing, Social Media, QuickBooks, Time Management, Research, Microsoft Excel, Customer Service, PowerPoint, Management, Microsoft Word
Education
Nichols College 2011 — 2013
MBA, General Business, GPA 3.8
Nichols College 2008 — 2012
Bachelor of Science in Business Administration, Criminal Justice Managment
Marlborough High School 2004 — 2008
High School
Johnathan Sahf's Ameriprise Financial Services, Inc. Experience November 2010 - April 2011
Job Account Manager at Precise Color Auto Renew
Industry Automotive
Experience
Precise Color Auto Renew May 2011 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2011
Abercrombie & Fitch April 2008 - November 2010
Skills
Conversational Spanish, Organizational..., Team Leadership, Retail, Customer Service, Strategic Financial..., Sales, Microsoft Excel, Team Building, Customer Satisfaction, Time Management, Coaching
Education
University of Minnesota-Twin Cities 2005 — 2007
Bachelor of Arts, Psychology
North Central University 2002 — 2004
N/A, Business
Precise Color Auto Renew May 2011 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2011
Abercrombie & Fitch April 2008 - November 2010
Skills
Conversational Spanish, Organizational..., Team Leadership, Retail, Customer Service, Strategic Financial..., Sales, Microsoft Excel, Team Building, Customer Satisfaction, Time Management, Coaching
Education
University of Minnesota-Twin Cities 2005 — 2007
Bachelor of Arts, Psychology
North Central University 2002 — 2004
N/A, Business
John Green, Jr.'s Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Manager, Workforce Planning Analytics at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Financial Services, Inc. May 2006 - October 2009
Ameriprise Financial Services, Inc. October 2004 - May 2006
Skills
Team Building, Team Management, Cross-functional Team..., Corporate Management, Team Leadership, Organizational..., Technical Leadership, Workforce Planning, Workforce Management, Business Analysis, Process Improvement, Management, Insurance, Fixed Annuities, Training, Risk Management, Strategy
Education
North Carolina Agricultural and Technical State University 1990 — 1996
Bachelor of Science (BS), Occupational Safety and Health Technology/Technician
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Financial Services, Inc. May 2006 - October 2009
Ameriprise Financial Services, Inc. October 2004 - May 2006
Skills
Team Building, Team Management, Cross-functional Team..., Corporate Management, Team Leadership, Organizational..., Technical Leadership, Workforce Planning, Workforce Management, Business Analysis, Process Improvement, Management, Insurance, Fixed Annuities, Training, Risk Management, Strategy
Education
North Carolina Agricultural and Technical State University 1990 — 1996
Bachelor of Science (BS), Occupational Safety and Health Technology/Technician
Tokan Sarsour's Ameriprise Financial Services, Inc. Experience July 1997 - August 2002
Job Finance Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Consumer Lending Group January 2013 - Present
Wells Fargo Home Mortgage August 2012 - January 2013
The Minnesota Gold Exchange August 2010 - June 2012
Wells Fargo Home Mortgage November 2008 - July 2010
USA Mortgage February 2001 - November 2008
Ameriprise Financial Services, Inc. July 1997 - August 2002
Skills
Native English Speaker, Fluent Arabic Speaker, Spanish-speaking, Credit Analysis, Mortgage Lending
Education
Normandale Community College 1994 — 1996
University of Minnesota-Twin Cities 1991 — 1995
Wells Fargo Consumer Lending Group January 2013 - Present
Wells Fargo Home Mortgage August 2012 - January 2013
The Minnesota Gold Exchange August 2010 - June 2012
Wells Fargo Home Mortgage November 2008 - July 2010
USA Mortgage February 2001 - November 2008
Ameriprise Financial Services, Inc. July 1997 - August 2002
Skills
Native English Speaker, Fluent Arabic Speaker, Spanish-speaking, Credit Analysis, Mortgage Lending
Education
Normandale Community College 1994 — 1996
University of Minnesota-Twin Cities 1991 — 1995
Rhonda King's Ameriprise Financial Services, Inc. Experience March 1999 - December 2009
Job Administrative Assistant at Salem E Free Church
Industry Religious Institutions
Experience
Salem E Free Church February 2010 - Present
Ameriprise Financial Services, Inc. March 1999 - December 2009
The Boeing Company March 1979 - January 1995
Skills
Administrative..., Event Planning, Microsoft Office, Outlook, Microsoft Word, Data Entry, Public Speaking, PowerPoint, Office Management, Microsoft Excel, Customer Service, Office Administration, Administration, Editing
Education
North Dakota State University 1974 — 1978
Bachelor of Science, Sociology Major
Salem E Free Church February 2010 - Present
Ameriprise Financial Services, Inc. March 1999 - December 2009
The Boeing Company March 1979 - January 1995
Skills
Administrative..., Event Planning, Microsoft Office, Outlook, Microsoft Word, Data Entry, Public Speaking, PowerPoint, Office Management, Microsoft Excel, Customer Service, Office Administration, Administration, Editing
Education
North Dakota State University 1974 — 1978
Bachelor of Science, Sociology Major
Rachael Hooper's Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Business Manager / Executive Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2008 - Present
Education
Nicholls State University 2000 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ameriprise Financial Services, Inc. September 2008 - Present
Education
Nicholls State University 2000 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank