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
Bobbie L Gamboa Bobbie L Gamboa's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Director Branch Development at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. 2005 - 2012
Ameriprise Financial Services, Inc. 2001 - 2005
Skills
Leadership, Strategic Planning, Recruiting, Analysis, Business Development, Risk Management, Strategic Communications, Business Planning, Driving Results, Relationship Mgmt, Change Management, Coaching & Mentoring, Data Analysis, Financial Services, Individualization, Series 24, Series 7, FINRA, Securities, Mutual Funds, Retirement Planning
Education
Northern State University
University of Nebraska at Omaha
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. 2005 - 2012
Ameriprise Financial Services, Inc. 2001 - 2005
Skills
Leadership, Strategic Planning, Recruiting, Analysis, Business Development, Risk Management, Strategic Communications, Business Planning, Driving Results, Relationship Mgmt, Change Management, Coaching & Mentoring, Data Analysis, Financial Services, Individualization, Series 24, Series 7, FINRA, Securities, Mutual Funds, Retirement Planning
Education
Northern State University
University of Nebraska at Omaha
Cindy Gustafson, ChFC® Cindy Gustafson, ChFC®'s Ameriprise Financial Services, Inc. Experience March 2001 - May 2010
Job
Industry Financial Services
Experience
First National Wealth Management May 2010 - Present
Ameriprise Financial Services, Inc. March 2001 - May 2010
Ameriprise Financial Services, Inc. July 1998 - February 2001
Skills
Personal Financial..., Retirement Planning, Retirement Savings, 401k Rollovers, Investment Advisory, Mutual Funds, Annuity Sales, Investments, Saving for Education, Wealth Accumulation, IRAs
Education
The American College 2011 — 2014
Financial Planning and Services
Northeast Wisconsin Technical College
Associate's degree, Accounting
First National Wealth Management May 2010 - Present
Ameriprise Financial Services, Inc. March 2001 - May 2010
Ameriprise Financial Services, Inc. July 1998 - February 2001
Skills
Personal Financial..., Retirement Planning, Retirement Savings, 401k Rollovers, Investment Advisory, Mutual Funds, Annuity Sales, Investments, Saving for Education, Wealth Accumulation, IRAs
Education
The American College 2011 — 2014
Financial Planning and Services
Northeast Wisconsin Technical College
Associate's degree, Accounting
Joanne Keown, CIPP/US Joanne Keown, CIPP/US's Ameriprise Financial Services, Inc. Experience April 2007 - January 2009
Job Experienced Associate at PwC
Industry Management Consulting
Experience
PwC March 2014 - Present
Minnesota Privacy Consultants June 2012 - February 2014
Ameriprise Financial Services, Inc. April 2007 - January 2009
Ameriprise Financial Services, Inc. March 2005 - March 2007
Ameriprise Financial Services, Inc. January 2002 - March 2005
Skills
Visio, Data Analysis, Data Privacy, Privacy Law, Financial Analysis, Account Reconciliation, Budget Management, Creative Reporting, Process Improvement..., Achieving Targets, Verbal and Written..., Problem / Variance..., Financial Forecasting, Annual Planning, Mentoring Peers, Building Relationships, Team Oriented, Drives for Results, Priority Setting, Organized, Adapts Well to Quickly..., Process Mapping, Metrics Reporting, Daily Pricing, US GAAP Knowledge, Data Entry, User Acceptance Testing, Outstanding Systems..., Requirements Gathering, Lotus Notes, Clarity, Essbase, PeopleSoft, Advanced MS Excel 2003..., Advanced MS Word and..., Low to Medium MS Access..., Six Sigma, RSA Archer, Outlook, Data Mapping, Privacy Assessment
Education
North Hennepin Community College
Associate in Applied Science Degree, Accounting, 3.76
Wisconsin Indianhead Technical College
Associate's degree, Administrative Assistant and Secretarial Science, General
PwC March 2014 - Present
Minnesota Privacy Consultants June 2012 - February 2014
Ameriprise Financial Services, Inc. April 2007 - January 2009
Ameriprise Financial Services, Inc. March 2005 - March 2007
Ameriprise Financial Services, Inc. January 2002 - March 2005
Skills
Visio, Data Analysis, Data Privacy, Privacy Law, Financial Analysis, Account Reconciliation, Budget Management, Creative Reporting, Process Improvement..., Achieving Targets, Verbal and Written..., Problem / Variance..., Financial Forecasting, Annual Planning, Mentoring Peers, Building Relationships, Team Oriented, Drives for Results, Priority Setting, Organized, Adapts Well to Quickly..., Process Mapping, Metrics Reporting, Daily Pricing, US GAAP Knowledge, Data Entry, User Acceptance Testing, Outstanding Systems..., Requirements Gathering, Lotus Notes, Clarity, Essbase, PeopleSoft, Advanced MS Excel 2003..., Advanced MS Word and..., Low to Medium MS Access..., Six Sigma, RSA Archer, Outlook, Data Mapping, Privacy Assessment
Education
North Hennepin Community College
Associate in Applied Science Degree, Accounting, 3.76
Wisconsin Indianhead Technical College
Associate's degree, Administrative Assistant and Secretarial Science, General
Kelly Kroeplin Kelly Kroeplin's Ameriprise Financial Services, Inc. Experience April 2007 - February 2012
Job Managed Services Representative at Convey
Industry Financial Services
Experience
Convey October 2013 - Present
Allianz Life March 2012 - October 2013
Ameriprise Financial Services, Inc. April 2007 - February 2012
U.S. Bank September 2004 - April 2007
Skills
Team Leadership, Customer Service, Process Improvement, Customer Satisfaction, Coaching, Team Building, Leadership, Retirement, Insurance, Call Centers, Training, New Business Development, Customer Retention, Customer Experience, Employee Training, Organizational..., Fast-paced, Logical Thinker, Data Entry, Engagement, Management, Sales, Financial Services
Education
North Hennepin Community College 2003 — 2005
Associate of Arts (AA), General Studies
St. Cloud State University 2002 — 2003
Robbinsdale Armstrong High School 1999 — 2002
Regular/General High School/Secondary Diploma Program
Convey October 2013 - Present
Allianz Life March 2012 - October 2013
Ameriprise Financial Services, Inc. April 2007 - February 2012
U.S. Bank September 2004 - April 2007
Skills
Team Leadership, Customer Service, Process Improvement, Customer Satisfaction, Coaching, Team Building, Leadership, Retirement, Insurance, Call Centers, Training, New Business Development, Customer Retention, Customer Experience, Employee Training, Organizational..., Fast-paced, Logical Thinker, Data Entry, Engagement, Management, Sales, Financial Services
Education
North Hennepin Community College 2003 — 2005
Associate of Arts (AA), General Studies
St. Cloud State University 2002 — 2003
Robbinsdale Armstrong High School 1999 — 2002
Regular/General High School/Secondary Diploma Program
Douglas Godfrey's Ameriprise Financial Services, Inc. Experience August 2014 - June 2015
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - June 2015
PermaCold Engineering, Inc December 2011 - April 2014
Sierra Auction Management, Inc. December 2009 - December 2011
Orkin Pest Control July 2009 - December 2009
TriVita December 2000 - April 2008
Terminix January 1985 - August 2000
Education
Northern Arizona University, College of Business Administration 1980 — 1984
Bachelor of Science, Business Management with Accounting emphasis
VALIC August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - June 2015
PermaCold Engineering, Inc December 2011 - April 2014
Sierra Auction Management, Inc. December 2009 - December 2011
Orkin Pest Control July 2009 - December 2009
TriVita December 2000 - April 2008
Terminix January 1985 - August 2000
Education
Northern Arizona University, College of Business Administration 1980 — 1984
Bachelor of Science, Business Management with Accounting emphasis
Bradley Scott, Private Wealth Advisor Bradley Scott, Private Wealth Advisor's Ameriprise Financial Services, Inc. Experience February 1994 - Present
Job Scott Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1994 - Present
Education
Northern Arizona University 1987 — 1992
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. February 1994 - Present
Education
Northern Arizona University 1987 — 1992
Bachelor of Science (B.S.)
Lymariea Jones Lymariea Jones's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Sr. Service Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. January 2007 - October 2014
The Lasik Vision Institute™ March 2013 - October 2013
Skills
Insurance, Microsoft Excel, Customer Service, Leadership, Financial Services
Education
North Hennepin Community College 2014 — 2017
Associate's Degree, Business, Management, Marketing, and Related Support Services
Strayer University 2012 — 2014
Business Administration and Management, General
Washburn High School 1997 — 2001
Dipolma, General Studies
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. January 2007 - October 2014
The Lasik Vision Institute™ March 2013 - October 2013
Skills
Insurance, Microsoft Excel, Customer Service, Leadership, Financial Services
Education
North Hennepin Community College 2014 — 2017
Associate's Degree, Business, Management, Marketing, and Related Support Services
Strayer University 2012 — 2014
Business Administration and Management, General
Washburn High School 1997 — 2001
Dipolma, General Studies
Brian Wyman, MBA, CRPC, CLTC, Brian Wyman, MBA, CRPC, CLTC,'s Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Financial Advisor,
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Merrill Lynch August 2007 - December 2012
Wachovia Securities December 2004 - August 2007
AG Edwards & sons, Inc. May 1997 - December 2004
Smith Barney October 1991 - May 1997
New York Life Insurance Company April 1989 - October 1991
Teradyne Inc. 1976 - 1989
Education
University of Lowell,MA 1981 — 1986
MBA, Operations Management
Northeastern University 1967 — 1971
BA, Political Science
Ameriprise Financial Services, Inc. December 2012 - Present
Merrill Lynch August 2007 - December 2012
Wachovia Securities December 2004 - August 2007
AG Edwards & sons, Inc. May 1997 - December 2004
Smith Barney October 1991 - May 1997
New York Life Insurance Company April 1989 - October 1991
Teradyne Inc. 1976 - 1989
Education
University of Lowell,MA 1981 — 1986
MBA, Operations Management
Northeastern University 1967 — 1971
BA, Political Science
Samantha Banchstubbs Samantha Banchstubbs's Ameriprise Financial Services, Inc. Experience March 2011 - June 2011
Job Business Professional
Industry Government Administration
Experience
U.S. Army Corps of Engineers August 2014 - Present
South Coast Lighting & Design December 2013 - July 2014
Smart Home Security December 2012 - September 2013
Elevate Marketing Group April 2012 - November 2012
Gold Seal Service September 2011 - March 2012
Ameriprise Financial Services, Inc. March 2011 - June 2011
YMCA of Greater Cincinnati October 2006 - October 2007
Skills
Public Speaking, Event Planning, Customer Service, Microsoft Office, Management, Event Management, Training, Leadership
Education
Northeastern University 2014 — 2016
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Coastline Community College 2012 — 2013
Associate of Science (AS), Business Administration
Oak Hills High School 2004 — 2008
U.S. Army Corps of Engineers August 2014 - Present
South Coast Lighting & Design December 2013 - July 2014
Smart Home Security December 2012 - September 2013
Elevate Marketing Group April 2012 - November 2012
Gold Seal Service September 2011 - March 2012
Ameriprise Financial Services, Inc. March 2011 - June 2011
YMCA of Greater Cincinnati October 2006 - October 2007
Skills
Public Speaking, Event Planning, Customer Service, Microsoft Office, Management, Event Management, Training, Leadership
Education
Northeastern University 2014 — 2016
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Coastline Community College 2012 — 2013
Associate of Science (AS), Business Administration
Oak Hills High School 2004 — 2008
Amy 'Coco' Ellingsworth Amy 'Coco' Ellingsworth's Ameriprise Financial Services, Inc. Experience 2003 - June 2010
Job University of Minnesota Fairview
Industry Retail
Experience
University of Minnesota Medical Center, Fairview October 2014 - Present
Target April 2014 - October 2014
Ameriprise Financial June 2010 - February 2014
Ameriprise Financial Services, Inc. 2003 - June 2010
Wells Fargo Home Mortgage 2002 - 2003
Skills
Insurance, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Wealth Management, Mutual Funds, Financial Advisory, Retirement, Series 7
Education
North Hennepin Community College 1995 — 2001
Business/Corporate Communications
Park Center High School 1993 — 1996
diploma, Generals
University of Minnesota Medical Center, Fairview October 2014 - Present
Target April 2014 - October 2014
Ameriprise Financial June 2010 - February 2014
Ameriprise Financial Services, Inc. 2003 - June 2010
Wells Fargo Home Mortgage 2002 - 2003
Skills
Insurance, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Wealth Management, Mutual Funds, Financial Advisory, Retirement, Series 7
Education
North Hennepin Community College 1995 — 2001
Business/Corporate Communications
Park Center High School 1993 — 1996
diploma, Generals
Graham Eagan Graham Eagan's Ameriprise Financial Services, Inc. Experience January 2014 - June 2014
Job Credit Risk Analyst at Salus Capital Partners
Industry Market Research
Experience
Salus Capital Partners January 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - June 2014
Natixis Global Asset Management January 2013 - September 2013
Marlborough Country Club April 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Strategic Planning, Editing
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northeastern University 2011 — 2016
Finance, General
Salus Capital Partners January 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - June 2014
Natixis Global Asset Management January 2013 - September 2013
Marlborough Country Club April 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Strategic Planning, Editing
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northeastern University 2011 — 2016
Finance, General
Christopher Feutz Christopher Feutz's Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Northern Michigan University 1993 — 1998
BA, Economics
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Northern Michigan University 1993 — 1998
BA, Economics
Alysia Harrick Alysia Harrick's Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Financial Advisor with Larson & Associates, a branch of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2008 - Present
Elder Agency Inc. January 2007 - October 2007
The Harrick Co., DBA A. Harrick Insurance Agency December 2002 - December 2006
Education
Oakland University
Bachelor of Arts (B.A.), Communication and Media Studies
Northern Michigan University
Ameriprise Financial Services, Inc. January 2008 - Present
Elder Agency Inc. January 2007 - October 2007
The Harrick Co., DBA A. Harrick Insurance Agency December 2002 - December 2006
Education
Oakland University
Bachelor of Arts (B.A.), Communication and Media Studies
Northern Michigan University
Julie Hickey Julie Hickey's Ameriprise Financial Services, Inc. Experience 2006 - 2006
Job Interal Wholesaler at AIG Life & Retirment
Industry Financial Services
Experience
AIG Life & Retirement September 2014 - Present
The Prudential Insurance Company of America July 2013 - August 2014
Tristen Sutton State Farm June 2012 - April 2013
JPMorgan Chase 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2006
Skills
Retirement Planning, Annuity Sales, Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Series 66, Long Term Care Insurance, Life Insurance, Health Insurance, 401k Rollovers, Retirement, Financial Services, Insurance, Finance, Marketing, Direct Sales, Property & Casualty..., College Education..., Strategic Planning, Sales, Seminars, Disability Insurance, Compliance, Managed Money
Education
Northern Arizona University
Yavapai College
AIG Life & Retirement September 2014 - Present
The Prudential Insurance Company of America July 2013 - August 2014
Tristen Sutton State Farm June 2012 - April 2013
JPMorgan Chase 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2006
Skills
Retirement Planning, Annuity Sales, Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Series 66, Long Term Care Insurance, Life Insurance, Health Insurance, 401k Rollovers, Retirement, Financial Services, Insurance, Finance, Marketing, Direct Sales, Property & Casualty..., College Education..., Strategic Planning, Sales, Seminars, Disability Insurance, Compliance, Managed Money
Education
Northern Arizona University
Yavapai College
Rhonda Jarman Rhonda Jarman's Ameriprise Financial Services, Inc. Experience 1998 - 2004
Job Retail Banking Associate II at Community & Southern Bank
Industry Banking
Experience
Community & Southern Bank November 2011 - Present
Peoples United Bank 2004 - 2010
Ameriprise Financial Services, Inc. 1998 - 2004
Skills
Data Entry, Credit, Loans, Retail Banking, Office Management, Mergers & Acquisitions, Consumer Lending, Social Media Marketing, Customer Service, Daily Deposits, Customer Retention, Sales, Training, Telephone Skills, Cross Selling, Deposits, Time Management, Multitask, Microsoft Word, Attention to detail, Strong Problem Solving, Strong Organizational..., Team Player, Communication and...
Education
Northern Essex Community College
Bank management & Principles of Banking
Worcester State University
Bachelor of Science, Early Childhood Education and Teaching
Community & Southern Bank November 2011 - Present
Peoples United Bank 2004 - 2010
Ameriprise Financial Services, Inc. 1998 - 2004
Skills
Data Entry, Credit, Loans, Retail Banking, Office Management, Mergers & Acquisitions, Consumer Lending, Social Media Marketing, Customer Service, Daily Deposits, Customer Retention, Sales, Training, Telephone Skills, Cross Selling, Deposits, Time Management, Multitask, Microsoft Word, Attention to detail, Strong Problem Solving, Strong Organizational..., Team Player, Communication and...
Education
Northern Essex Community College
Bank management & Principles of Banking
Worcester State University
Bachelor of Science, Early Childhood Education and Teaching
Dillon Mathews's Ameriprise Financial Services, Inc. Experience April 2011 - September 2011
Job Insurance Agent
Industry Insurance
Experience
Ameriprise Auto & Home Insurance April 2014 - Present
L&C Enterprises April 2013 - December 2013
TDRN Inc. January 2012 - January 2013
Ameriprise Financial Services, Inc. April 2011 - September 2011
Skills
Microsoft Office, Outlook, Microsoft Excel, GPS navigation, Hand Drafting, Mathematics, Financial Projection, Communication, Memorization, Highly detail oriented, Sales, Marketing, Customer Satisfaction, Strategic Financial..., Financial Analysis, Finance, Insurance, Time Management, Customer Service, Analysis, Process Improvement, Team Building, Leadership
Education
Northern Michigan University 2008 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Stephenson high school 2004 — 2008
Ameriprise Auto & Home Insurance April 2014 - Present
L&C Enterprises April 2013 - December 2013
TDRN Inc. January 2012 - January 2013
Ameriprise Financial Services, Inc. April 2011 - September 2011
Skills
Microsoft Office, Outlook, Microsoft Excel, GPS navigation, Hand Drafting, Mathematics, Financial Projection, Communication, Memorization, Highly detail oriented, Sales, Marketing, Customer Satisfaction, Strategic Financial..., Financial Analysis, Finance, Insurance, Time Management, Customer Service, Analysis, Process Improvement, Team Building, Leadership
Education
Northern Michigan University 2008 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Stephenson high school 2004 — 2008
Laura (Antolak) Wachowiak Laura (Antolak) Wachowiak's Ameriprise Financial Services, Inc. Experience May 2014 - May 2015
Job Administrative Assistant at Cresa Phoenix
Industry Music
Experience
Cresa September 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - May 2015
McNally's Traditional Irish Pub July 2013 - April 2014
Wild Monk August 2012 - May 2013
Buffalo Wild Wings January 2010 - February 2013
Waterman International Raceway February 2002 - March 2010
Western Illinois University April 2009 - December 2009
Western Illinois University January 2009 - December 2009
Western Illinois University September 2008 - December 2009
Navy Pier Inc. May 2009 - August 2009
Skills
Customer Service, Event Management, Marketing, Entertainment, Sales, Professional Phone..., Office Administration, Event Planning, Time Management, Administrative..., Microsoft Office, Customer Satisfaction, Office Management, Meeting Scheduling, Office 365, ThomsonOne, Appointment Scheduling, Client Development, Client Presentation, Inventory Management, Fundraising, Data Entry, Social Media Marketing, Client Relations, Music Industry, Microsoft Excel, Social Media, Management, Leadership, Social Networking, PowerPoint, Strategic Planning, Training, Research
Education
Western Illinois University 2007 — 2009
Bachelor of Arts (B.A.), Music Business
Northern Illinois University 2005 — 2006
General Studies
Cresa September 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - May 2015
McNally's Traditional Irish Pub July 2013 - April 2014
Wild Monk August 2012 - May 2013
Buffalo Wild Wings January 2010 - February 2013
Waterman International Raceway February 2002 - March 2010
Western Illinois University April 2009 - December 2009
Western Illinois University January 2009 - December 2009
Western Illinois University September 2008 - December 2009
Navy Pier Inc. May 2009 - August 2009
Skills
Customer Service, Event Management, Marketing, Entertainment, Sales, Professional Phone..., Office Administration, Event Planning, Time Management, Administrative..., Microsoft Office, Customer Satisfaction, Office Management, Meeting Scheduling, Office 365, ThomsonOne, Appointment Scheduling, Client Development, Client Presentation, Inventory Management, Fundraising, Data Entry, Social Media Marketing, Client Relations, Music Industry, Microsoft Excel, Social Media, Management, Leadership, Social Networking, PowerPoint, Strategic Planning, Training, Research
Education
Western Illinois University 2007 — 2009
Bachelor of Arts (B.A.), Music Business
Northern Illinois University 2005 — 2006
General Studies
Sarah Jacques Sarah Jacques's Ameriprise Financial Services, Inc. Experience October 2004 - May 2015
Job Sales Agent at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Time Warner Cable July 2015 - Present
Ameriprise Financial Services, Inc. October 2004 - May 2015
Wal-Mart April 2001 - October 2004
YMCA March 1998 - December 2001
Skills
Customer Service, Insurance, Sales, Property & Casualty..., Strategic Planning, Team Building, Call Center, Microsoft Excel, Health Insurance, Coaching, Microsoft Office, Retirement, Customer Satisfaction, Public Speaking, Process Improvement, Training, Strategic Financial..., Fixed Annuities, Sales Management, Call Centers, Employee Benefits, Leadership, Risk Management
Education
Northern Michigan University 1997 — 2000
ASSOCIATE, CRIMINAL JUSTICE
Gwinn High School 1993 — 1997
Time Warner Cable July 2015 - Present
Ameriprise Financial Services, Inc. October 2004 - May 2015
Wal-Mart April 2001 - October 2004
YMCA March 1998 - December 2001
Skills
Customer Service, Insurance, Sales, Property & Casualty..., Strategic Planning, Team Building, Call Center, Microsoft Excel, Health Insurance, Coaching, Microsoft Office, Retirement, Customer Satisfaction, Public Speaking, Process Improvement, Training, Strategic Financial..., Fixed Annuities, Sales Management, Call Centers, Employee Benefits, Leadership, Risk Management
Education
Northern Michigan University 1997 — 2000
ASSOCIATE, CRIMINAL JUSTICE
Gwinn High School 1993 — 1997
Joe Jeeves's Ameriprise Financial Services, Inc. Experience January 2012 - June 2014
Job Registered Client Associate
Industry Financial Services
Experience
Raymond James Financial Inc. / Mark Aho Financial Group June 2014 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2014
Wealth Strategy Group August 2011 - January 2012
Education
Northern Michigan University 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Raymond James Financial Inc. / Mark Aho Financial Group June 2014 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2014
Wealth Strategy Group August 2011 - January 2012
Education
Northern Michigan University 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Jaclyn DiMarzo Jaclyn DiMarzo's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Financial Services Representative at TD
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
TD May 2012 - September 2015
Citi January 2011 - May 2012
Abuelo's / Food Concepts International January 2008 - October 2010
The Walt Disney Company May 2007 - December 2007
Sonic Drive-In November 2004 - May 2007
Skills
Customer Service, Marketing, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Sales, Microsoft Excel, Outlook, Access, Inventory Management, Advertising, Leadership, Management, Time Management, Teamwork, Research, Public Relations, Event Planning, Strategic Planning, Social Networking, Social Media Marketing
Education
Northeastern State University 2008 — 2010
B.A., Business Administration, Marketing
Tulsa Community College 2005 — 2008
A.A, Liberal Arts
Tulsa Community College 2005 — 2008
A.A.S; A.A.S. in Applied Science, Marketing; Business
Tulsa Community College 2005 — 2008
Certificate of Achievement, Marketing
Ameriprise Financial Services, Inc. September 2015 - Present
TD May 2012 - September 2015
Citi January 2011 - May 2012
Abuelo's / Food Concepts International January 2008 - October 2010
The Walt Disney Company May 2007 - December 2007
Sonic Drive-In November 2004 - May 2007
Skills
Customer Service, Marketing, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Sales, Microsoft Excel, Outlook, Access, Inventory Management, Advertising, Leadership, Management, Time Management, Teamwork, Research, Public Relations, Event Planning, Strategic Planning, Social Networking, Social Media Marketing
Education
Northeastern State University 2008 — 2010
B.A., Business Administration, Marketing
Tulsa Community College 2005 — 2008
A.A, Liberal Arts
Tulsa Community College 2005 — 2008
A.A.S; A.A.S. in Applied Science, Marketing; Business
Tulsa Community College 2005 — 2008
Certificate of Achievement, Marketing
Marie Tobin's Ameriprise Financial Services, Inc. Experience January 2010 - October 2012
Job Executive Assistant, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc., Jambalaya Group October 2012 - Present
Ameriprise Financial Services, Inc. January 2010 - October 2012
Ameriprise Financial Services, Inc. May 2005 - March 2009
Ameriprise Financial Services, Inc. June 2003 - May 2005
Ameriprise Financial Services, Inc. 2002 - 2003
Ameriprise Financial Services, Inc. May 1985 - January 2002
Ameriprise Financial Services, Inc. April 1975 - May 1985
Skills
Writing, Editing, Distribion marketing..., Program Management, Philanthropy, Non-profits, Newsletters, Negotiation, Office Management, Marketing Strategy, Strategic Communications, Brand Awareness, Strategic Partnerships, Marketing, Strategic Planning, Direct Marketing, Sales, Business Development, Strategy, Fundraising, Training, Change Management, Leadership, Analysis, Corporate Communications, Financial Services, Internal Communications, Project Planning, Management, Communication, Marketing Communications
Education
University of Saint Thomas - School of Business 2009 — 2009
Mini-MBA, Business Administration
North Hennepin Community College
Associate in Applied Science, Business
Ameriprise Financial Services, Inc., Jambalaya Group October 2012 - Present
Ameriprise Financial Services, Inc. January 2010 - October 2012
Ameriprise Financial Services, Inc. May 2005 - March 2009
Ameriprise Financial Services, Inc. June 2003 - May 2005
Ameriprise Financial Services, Inc. 2002 - 2003
Ameriprise Financial Services, Inc. May 1985 - January 2002
Ameriprise Financial Services, Inc. April 1975 - May 1985
Skills
Writing, Editing, Distribion marketing..., Program Management, Philanthropy, Non-profits, Newsletters, Negotiation, Office Management, Marketing Strategy, Strategic Communications, Brand Awareness, Strategic Partnerships, Marketing, Strategic Planning, Direct Marketing, Sales, Business Development, Strategy, Fundraising, Training, Change Management, Leadership, Analysis, Corporate Communications, Financial Services, Internal Communications, Project Planning, Management, Communication, Marketing Communications
Education
University of Saint Thomas - School of Business 2009 — 2009
Mini-MBA, Business Administration
North Hennepin Community College
Associate in Applied Science, Business
Kristin Schmid Kristin Schmid's Ameriprise Financial Services, Inc. Experience March 2008 - May 2014
Job Personal Banker at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank May 2014 - Present
Ameriprise Financial Services, Inc. March 2008 - May 2014
Imperial Supplies March 2007 - March 2008
Skills
Sales&Marketing, Insurance Background, Cold Calling Experience, People-oriented, Series 63, IRAs, Outside Sales, Life & Health Insurance..., Fixed Annuities, Cold Calling, Leadership, Loans, Long Term Care Insurance, Retirement, Sales, Small Business
Education
Northeast Wisconsin Technical College
Marketing
BMO Harris Bank May 2014 - Present
Ameriprise Financial Services, Inc. March 2008 - May 2014
Imperial Supplies March 2007 - March 2008
Skills
Sales&Marketing, Insurance Background, Cold Calling Experience, People-oriented, Series 63, IRAs, Outside Sales, Life & Health Insurance..., Fixed Annuities, Cold Calling, Leadership, Loans, Long Term Care Insurance, Retirement, Sales, Small Business
Education
Northeast Wisconsin Technical College
Marketing
Ernie Lau Ernie Lau's Ameriprise Financial Services, Inc. Experience January 1981 - May 1985
Job Brookstone Capital Management
Industry Financial Services
Experience
Brookstone Capital Management January 2014 - Present
Southwest Colorado Small Business Development Center September 2005 - Present
Lau and Associates, LLC May 2004 - Present
Redhawk Wealth Advisors December 2011 - January 2014
The Bank of Durango October 1989 - May 2004
Prudential Financial June 1985 - October 1989
Ameriprise Financial Services, Inc. January 1981 - May 1985
Skills
Bilingual, Business Analysis, Microsoft Excel, Strategic Financial..., Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, IRAs, Fixed Annuities, Series 7, Financial Advisory, Portfolio Management, Retirement, Finance, Estate Planning, 401k, Financial Planning
Education
Thunderbird School of Global Management 1973 — 1975
Master of Business Administration (M.B.A.), International Finance
Northern Arizona University 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
Brookstone Capital Management January 2014 - Present
Southwest Colorado Small Business Development Center September 2005 - Present
Lau and Associates, LLC May 2004 - Present
Redhawk Wealth Advisors December 2011 - January 2014
The Bank of Durango October 1989 - May 2004
Prudential Financial June 1985 - October 1989
Ameriprise Financial Services, Inc. January 1981 - May 1985
Skills
Bilingual, Business Analysis, Microsoft Excel, Strategic Financial..., Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, IRAs, Fixed Annuities, Series 7, Financial Advisory, Portfolio Management, Retirement, Finance, Estate Planning, 401k, Financial Planning
Education
Thunderbird School of Global Management 1973 — 1975
Master of Business Administration (M.B.A.), International Finance
Northern Arizona University 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
Roger J. Cummings Roger J. Cummings's Ameriprise Financial Services, Inc. Experience August 1986 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1986 - Present
Education
Northeastern University 1971 — 1976
Bachelor of Science in Education, Physical Education
Westwood high school
Ameriprise Financial Services, Inc. August 1986 - Present
Education
Northeastern University 1971 — 1976
Bachelor of Science in Education, Physical Education
Westwood high school
Steve Malone Steve Malone's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Sales Representative at Ameriprise Auto and Home
Industry Insurance
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
La-Z-Boy March 2015 - May 2015
Go To Transport December 2014 - February 2015
Northwestern Mutual June 2014 - December 2014
Sangrias Mexican Grill February 2013 - March 2014
Cheeseheads December 2007 - January 2013
Skills
Customer Service, Sales, Budgets, Fundraising, Leadership, Management, Marketing, New Business Development, Restaurants, Retail, Sales Management, Small Business, Strategic Planning, Training, Negotiation, Public Relations, Team Leadership, Coaching, Insurance
Education
Concordia University-Wisconsin 2013 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Northeast Wisconsin Technical College 2009 — 2013
Associate's degree, Marketing
Bay Port High School 1998 — 2001
Ameriprise Financial Services, Inc. April 2015 - Present
La-Z-Boy March 2015 - May 2015
Go To Transport December 2014 - February 2015
Northwestern Mutual June 2014 - December 2014
Sangrias Mexican Grill February 2013 - March 2014
Cheeseheads December 2007 - January 2013
Skills
Customer Service, Sales, Budgets, Fundraising, Leadership, Management, Marketing, New Business Development, Restaurants, Retail, Sales Management, Small Business, Strategic Planning, Training, Negotiation, Public Relations, Team Leadership, Coaching, Insurance
Education
Concordia University-Wisconsin 2013 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Northeast Wisconsin Technical College 2009 — 2013
Associate's degree, Marketing
Bay Port High School 1998 — 2001
Patrice Toler-Halen Patrice Toler-Halen's Ameriprise Financial Services, Inc. Experience March 1983 - April 1998
Job Child Care Coordinator St. Joseph's of the Lakes
Industry Education Management
Experience
St joesph's August 2002 - Present
American Express Financial Advisors April 1998 - May 2001
Ameriprise Financial Services, Inc. March 1983 - April 1998
Skills
Nonprofits, Teaching, Early Childhood..., Curriculum Design, Fundraising, Staff Development, Childcare, Program Development, Management, Community Outreach, Child Development, Customer Service, Microsoft Office, Process Improvement, Leadership, Event Planning, Public Speaking, Strategic Planning, Team Building, Leadership Development, Program Management
Education
North Hennepin Community College
St joesph's August 2002 - Present
American Express Financial Advisors April 1998 - May 2001
Ameriprise Financial Services, Inc. March 1983 - April 1998
Skills
Nonprofits, Teaching, Early Childhood..., Curriculum Design, Fundraising, Staff Development, Childcare, Program Development, Management, Community Outreach, Child Development, Customer Service, Microsoft Office, Process Improvement, Leadership, Event Planning, Public Speaking, Strategic Planning, Team Building, Leadership Development, Program Management
Education
North Hennepin Community College
Nicole Gregait Nicole Gregait's Ameriprise Financial Services, Inc. Experience September 2002 - May 2008
Job Sr. Key Account Manager at PepsiCo Frito Lay
Industry Consumer Goods
Experience
PepsiCo - Frito Lay June 2013 - Present
PepsiCo - Frito Lay January 2011 - May 2013
PepsiCo - Frito Lay June 2008 - December 2010
Ameriprise Financial Services, Inc. September 2002 - May 2008
Skills
Sports Marketing, Sales Management, Event Management, Marketing Strategy, Market Analysis, Social Media Marketing, Leadership Development, Program Management, Project Management, Project Coordination, Creative Briefs, Sweepstakes, Microsoft Excel, Marketing Communications, Cause Marketing, Leadership, Strategy, Sales
Education
Northern Illinois University 2012 — 2014
Master of Business Administration (M.B.A.)
Valparaiso University 2004 — 2008
Bachelor's degree, Marketing
Portage High School 2000 — 2004
PepsiCo - Frito Lay June 2013 - Present
PepsiCo - Frito Lay January 2011 - May 2013
PepsiCo - Frito Lay June 2008 - December 2010
Ameriprise Financial Services, Inc. September 2002 - May 2008
Skills
Sports Marketing, Sales Management, Event Management, Marketing Strategy, Market Analysis, Social Media Marketing, Leadership Development, Program Management, Project Management, Project Coordination, Creative Briefs, Sweepstakes, Microsoft Excel, Marketing Communications, Cause Marketing, Leadership, Strategy, Sales
Education
Northern Illinois University 2012 — 2014
Master of Business Administration (M.B.A.)
Valparaiso University 2004 — 2008
Bachelor's degree, Marketing
Portage High School 2000 — 2004
Green Team Green Team's Ameriprise Financial Services, Inc. Experience 1997 - 2002
Job Owner/Business Development at Sports U Performance Training
Industry Construction
Experience
Sports U Performance Training April 2015 - Present
Green Team Lawnscapes, LLC 2004 - Present
Ameriprise Financial Services, Inc. 1997 - 2002
Skills
Series 63, Series 7, Series 65, Series 24, Analyze Financial Data, Landscaping, Budgets, Landscape Design, Financial Planners, Strategic Financial..., Asset Management, Retirement, Retirement Planning
Education
Northeastern State University 1993 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance, Summa Cum Laude
Sports U Performance Training April 2015 - Present
Green Team Lawnscapes, LLC 2004 - Present
Ameriprise Financial Services, Inc. 1997 - 2002
Skills
Series 63, Series 7, Series 65, Series 24, Analyze Financial Data, Landscaping, Budgets, Landscape Design, Financial Planners, Strategic Financial..., Asset Management, Retirement, Retirement Planning
Education
Northeastern State University 1993 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance, Summa Cum Laude
Alan Mirza Alan Mirza's Ameriprise Financial Services, Inc. Experience January 1986 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1986 - Present
Skills
Finance, Market Research, Banking, Logistics, International Trade, Retirement Planning, Strategic Financial..., Investments, Shipping, Wealth Management, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Financial Planning
Education
Wheaton College 1983 — 1985
Master of Arts (M.A.), Educational Ministries
Northeastern Illinois University 1974 — 1978
Bachelor of Arts (B.A.), Business and management
Ameriprise Financial Services, Inc. January 1986 - Present
Skills
Finance, Market Research, Banking, Logistics, International Trade, Retirement Planning, Strategic Financial..., Investments, Shipping, Wealth Management, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Financial Planning
Education
Wheaton College 1983 — 1985
Master of Arts (M.A.), Educational Ministries
Northeastern Illinois University 1974 — 1978
Bachelor of Arts (B.A.), Business and management
Brenda Brustad Brenda Brustad's Ameriprise Financial Services, Inc. Experience April 2007 - September 2012
Job RFP Specialist at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Asset Management March 2014 - Present
Verifications, Inc. May 2013 - March 2014
Ameriprise Financial Services, Inc. April 2007 - September 2012
Ameriprise Financial Services, Inc. June 2006 - April 2007
Ameriprise Financial Services, Inc. October 1994 - June 2006
Skills
Copywriting, Web Content Management, Editing, Proofreading, Work Process Development, Communication strategy, Corporate Marketing, Building Relationships, Marketing, Marketing Communications, Strategic Communications, Corporate Communications, Content Management
Education
North Hennepin Community College 2013 — 2015
Associate of Arts (A.A.), Marketing
Nuveen Asset Management March 2014 - Present
Verifications, Inc. May 2013 - March 2014
Ameriprise Financial Services, Inc. April 2007 - September 2012
Ameriprise Financial Services, Inc. June 2006 - April 2007
Ameriprise Financial Services, Inc. October 1994 - June 2006
Skills
Copywriting, Web Content Management, Editing, Proofreading, Work Process Development, Communication strategy, Corporate Marketing, Building Relationships, Marketing, Marketing Communications, Strategic Communications, Corporate Communications, Content Management
Education
North Hennepin Community College 2013 — 2015
Associate of Arts (A.A.), Marketing
Jason Andryzak, CFP® Jason Andryzak, CFP®'s Ameriprise Financial Services, Inc. Experience January 2008 - March 2008
Job Personal Assistant, CERTIFIED FINANCIAL PLANNER™ Professional at Premier Wealth Group, an office of MetLife
Industry Financial Services
Experience
Premier Wealth Group, an office of MetLife September 2013 - Present
Premier Wealth Group, an office of MetLife June 2008 - September 2013
Ameriprise Financial Services, Inc. January 2008 - March 2008
Education
Northern Illinois University - College of Business 2005 — 2007
Bachelor of Arts, Finance
Reavis
Premier Wealth Group, an office of MetLife September 2013 - Present
Premier Wealth Group, an office of MetLife June 2008 - September 2013
Ameriprise Financial Services, Inc. January 2008 - March 2008
Education
Northern Illinois University - College of Business 2005 — 2007
Bachelor of Arts, Finance
Reavis
Shane Studley's Ameriprise Financial Services, Inc. Experience July 2014 - January 2015
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Northeastern University August 2013 - Present
Ameriprise Financial Services, Inc. July 2014 - January 2015
Spectrum Catering, Concessions and Special Events June 2011 - June 2013
Narragansett Bay Commission June 2012 - September 2012
Skills
Microsoft Word, Social Networking, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Stata Data Analysis and..., Morningstar, Thompson One, Investments
Education
Northeastern University 2013 — 2016
Bachelor of Science (BS), Economics
Keene State College 2011 — 2013
Bachelor of Arts (BA), Economics
Barrington High School 2008 — 2011
Northeastern University August 2013 - Present
Ameriprise Financial Services, Inc. July 2014 - January 2015
Spectrum Catering, Concessions and Special Events June 2011 - June 2013
Narragansett Bay Commission June 2012 - September 2012
Skills
Microsoft Word, Social Networking, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Stata Data Analysis and..., Morningstar, Thompson One, Investments
Education
Northeastern University 2013 — 2016
Bachelor of Science (BS), Economics
Keene State College 2011 — 2013
Bachelor of Arts (BA), Economics
Barrington High School 2008 — 2011
Robert Kransberger Robert Kransberger's Ameriprise Financial Services, Inc. Experience February 2011 - Present
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2011 - Present
Oppenheimer & Company May 1999 - February 2011
PaineWebber January 1994 - February 1999
SmithBarney September 1987 - December 1993
Education
Northern Illinois University
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Ameriprise Financial Services, Inc. February 2011 - Present
Oppenheimer & Company May 1999 - February 2011
PaineWebber January 1994 - February 1999
SmithBarney September 1987 - December 1993
Education
Northern Illinois University
Bachelor of Science (B.S.), Biology/Biological Sciences, General
William Laheta, CFP®'s Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Education
Northern Illinois University 1978 — 1982
B.S., Finance and Economics
Ameriprise Financial Services, Inc. August 2015 - Present
Education
Northern Illinois University 1978 — 1982
B.S., Finance and Economics
James Yaworski, CFA's Ameriprise Financial Services, Inc. Experience June 2014 - December 2014
Job Investment Manager, Pinnacle Private Wealth Group
Industry Investment Management
Experience
Pinnacle Private Wealth Group December 2014 - Present
Ameriprise Financial Services, Inc. June 2014 - December 2014
Hilco Global January 2012 - June 2014
Mesirow Financial July 2011 - December 2011
Skills
Valuation, Portfolio Management, Investment Management, Business Valuation, Asset Allocation, Equity Valuation, Equity Research, Strategic Financial..., Investment Strategies, Alternative Investments, Security Analysis, Derivatives, Financial Statement..., Analytics, Wealth Management, Chartered Financial..., Financial Planning
Education
Northern Illinois University 2008 — 2010
Bachelor of Science, Finance
Pinnacle Private Wealth Group December 2014 - Present
Ameriprise Financial Services, Inc. June 2014 - December 2014
Hilco Global January 2012 - June 2014
Mesirow Financial July 2011 - December 2011
Skills
Valuation, Portfolio Management, Investment Management, Business Valuation, Asset Allocation, Equity Valuation, Equity Research, Strategic Financial..., Investment Strategies, Alternative Investments, Security Analysis, Derivatives, Financial Statement..., Analytics, Wealth Management, Chartered Financial..., Financial Planning
Education
Northern Illinois University 2008 — 2010
Bachelor of Science, Finance
Les Howard Les Howard's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Wachovia Securities, LLC January 2008 - August 2010
AG Edwards and Sons, Inc October 2005 - January 2008
Raymond James Financial Inc. October 1999 - October 2005
Education
Northern State University 1987 — 1989
Bachelor's degree, Economics/Business Finance
South Dakota State University 1973 — 1975
Associate's degree, Agriculture, General
Ameriprise Financial Services, Inc. September 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Wachovia Securities, LLC January 2008 - August 2010
AG Edwards and Sons, Inc October 2005 - January 2008
Raymond James Financial Inc. October 1999 - October 2005
Education
Northern State University 1987 — 1989
Bachelor's degree, Economics/Business Finance
South Dakota State University 1973 — 1975
Associate's degree, Agriculture, General
Robert Schauer, CFP®, CRPC®, CRPS® Robert Schauer, CFP®, CRPC®, CRPS®'s Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Associate Manager, CERTIFIED FINANCIAL PLANNER®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. 2011 - 2012
Education
Western Michigan University 1991 — 1994
Bachelor of Applied Science (B.A.Sc.)
Northern Michigan University 1989 — 1991
Bachelor of Applied Science (BASc)
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. 2011 - 2012
Education
Western Michigan University 1991 — 1994
Bachelor of Applied Science (B.A.Sc.)
Northern Michigan University 1989 — 1991
Bachelor of Applied Science (BASc)
Brian Steiner Brian Steiner's Ameriprise Financial Services, Inc. Experience January 2006 - July 2007
Job Senior Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2012 - Present
State Farm Insurance Agency March 2011 - June 2012
Ameriprise Financial June 2007 - September 2011
Ameriprise Financial Services, Inc. January 2006 - July 2007
Ameriprise Financial September 2002 - June 2007
Ameriprise Financial January 1999 - January 2002
Meagher and Geer Law Firm January 1989 - January 1999
Skills
Life Insurance, Series 7, Sales, Business Planning, Retirement Planning, Consultative Sales..., Advanced Sales, Financial Services, Long-term Care, Estate Planning, Project Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Economics and Mathematics
North Hennepin Community College 2011 — 2013
Business Computer Systems and Management
Normandale College
General Studies
Pacific Life Insurance Company April 2012 - Present
State Farm Insurance Agency March 2011 - June 2012
Ameriprise Financial June 2007 - September 2011
Ameriprise Financial Services, Inc. January 2006 - July 2007
Ameriprise Financial September 2002 - June 2007
Ameriprise Financial January 1999 - January 2002
Meagher and Geer Law Firm January 1989 - January 1999
Skills
Life Insurance, Series 7, Sales, Business Planning, Retirement Planning, Consultative Sales..., Advanced Sales, Financial Services, Long-term Care, Estate Planning, Project Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Economics and Mathematics
North Hennepin Community College 2011 — 2013
Business Computer Systems and Management
Normandale College
General Studies
Christy Hunter Christy Hunter's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Principal at Arrow Research & Consulting LLC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Arrow Research & Consulting LLC November 2010 - July 2015
Ameriprise Financial Services, Inc. June 2013 - February 2015
Wild Oats Market Home Office March 2002 - May 2003
Qwest Communications 2000 - 2001
Qwest Communications 1999 - 2000
IBM Global Services 1998 - 1999
RR Donnelley 1997 - 1997
Hewitt Associates 1993 - June 1996
Hewitt Associates 1995 - 1996
Skills
Series 7, Insurance, Strategy, Financial Services, Quantitative Analytics, Market Research, Strategic Planning, Market Analysis, Financial Analysis, Decision Support, Data Analysis, Competitive Analysis, Consulting, Business Planning, Series 66, Life Insurance, Variable Life
Education
The University of Chicago - Booth School of Business 1996 — 1998
Full-time MBA, Concentrations in Finance & Strategy, 3.95/4.00
Northern Illinois University 1989 — 1993
B.S., Finance
Ameriprise Financial Services, Inc. March 2015 - Present
Arrow Research & Consulting LLC November 2010 - July 2015
Ameriprise Financial Services, Inc. June 2013 - February 2015
Wild Oats Market Home Office March 2002 - May 2003
Qwest Communications 2000 - 2001
Qwest Communications 1999 - 2000
IBM Global Services 1998 - 1999
RR Donnelley 1997 - 1997
Hewitt Associates 1993 - June 1996
Hewitt Associates 1995 - 1996
Skills
Series 7, Insurance, Strategy, Financial Services, Quantitative Analytics, Market Research, Strategic Planning, Market Analysis, Financial Analysis, Decision Support, Data Analysis, Competitive Analysis, Consulting, Business Planning, Series 66, Life Insurance, Variable Life
Education
The University of Chicago - Booth School of Business 1996 — 1998
Full-time MBA, Concentrations in Finance & Strategy, 3.95/4.00
Northern Illinois University 1989 — 1993
B.S., Finance
Donna C Williams's Ameriprise Financial Services, Inc. Experience February 1993 - September 2012
Job Retired from financial services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1993 - September 2012
Ameriprise Financial January 1993 - September 2012
Education
Northern Illinois University 1980 — 1982
BS, MBA, Accounting, Finance
Ameriprise Financial Services, Inc. February 1993 - September 2012
Ameriprise Financial January 1993 - September 2012
Education
Northern Illinois University 1980 — 1982
BS, MBA, Accounting, Finance
Wallace Andress Wallace Andress's Ameriprise Financial Services, Inc. Experience November 1997 - July 2010
Job Manager, Reconcilliation Research at Columbia Management Investment Advisors
Industry Investment Management
Experience
Columbia Management Investment Advisors September 2011 - Present
Columbia Management Investment Advisors July 2010 - September 2011
Ameriprise Financial Services, Inc. November 1997 - July 2010
CBSA June 1993 - November 1997
Skills
Investments, Accounting, Excel, Word, PowerPoint, Asset Management, Mutual Funds, Outlook, Problem Solving, Bloomberg, Reconciliation, Lotus Notes, Financial Accounting, Securities, Account Reconciliation, Equities, Financial Analysis
Education
University of St. Thomas 1989 — 1991
Bachelor of Science, Business Management, Finance, & Accounting
North Hennepin Community College 1984 — 1989
Associate of Arts, Mid Management
Neil A Armstrong High
Columbia Management Investment Advisors September 2011 - Present
Columbia Management Investment Advisors July 2010 - September 2011
Ameriprise Financial Services, Inc. November 1997 - July 2010
CBSA June 1993 - November 1997
Skills
Investments, Accounting, Excel, Word, PowerPoint, Asset Management, Mutual Funds, Outlook, Problem Solving, Bloomberg, Reconciliation, Lotus Notes, Financial Accounting, Securities, Account Reconciliation, Equities, Financial Analysis
Education
University of St. Thomas 1989 — 1991
Bachelor of Science, Business Management, Finance, & Accounting
North Hennepin Community College 1984 — 1989
Associate of Arts, Mid Management
Neil A Armstrong High
Barbara Norrgard Barbara Norrgard's Ameriprise Financial Services, Inc. Experience April 1992 - December 2000
Job Marketing Strategy Customer Experience
Industry Financial Services
Experience
Norrgard Consulting Group September 2015 - Present
Allianz Life October 2011 - August 2015
Allianz Life March 2009 - October 2011
Norrgard Consulting Group LLC March 2001 - February 2009
Ameriprise Financial Services, Inc. April 1992 - December 2000
Skills
Insurance, Financial Services, Relationship Management, Strategic Planning, Process Improvement, Leadership, Marketing, Marketing Strategy, Strategy, Business Analysis, Program Management, Business Strategy, CRM, Business Process..., Vendor Management
Education
Northern Illinois University
BS
WCCHS
Norrgard Consulting Group September 2015 - Present
Allianz Life October 2011 - August 2015
Allianz Life March 2009 - October 2011
Norrgard Consulting Group LLC March 2001 - February 2009
Ameriprise Financial Services, Inc. April 1992 - December 2000
Skills
Insurance, Financial Services, Relationship Management, Strategic Planning, Process Improvement, Leadership, Marketing, Marketing Strategy, Strategy, Business Analysis, Program Management, Business Strategy, CRM, Business Process..., Vendor Management
Education
Northern Illinois University
BS
WCCHS
Francine Delaney Francine Delaney's Ameriprise Financial Services, Inc. Experience 1988 - 2001
Job Realtor at RE/MAX Results
Industry Real Estate
Experience
RE/MAX Results 2010 - Present
Ameriprise Financial Services, Inc. 1988 - 2001
Skills
Real Estate, Buyers, Sellers, Lakeshore Properties, Investment Properties, First Time Home Buyers, Customer Service, Relocation
Education
Northern State University 1982 — 1986
Bachelor of Science (B.S.), Marketing and Management
RE/MAX Results 2010 - Present
Ameriprise Financial Services, Inc. 1988 - 2001
Skills
Real Estate, Buyers, Sellers, Lakeshore Properties, Investment Properties, First Time Home Buyers, Customer Service, Relocation
Education
Northern State University 1982 — 1986
Bachelor of Science (B.S.), Marketing and Management
Amanda Molin Amanda Molin's Ameriprise Financial Services, Inc. Experience June 2011 - December 2013
Job Fulltime MBA Student
Industry Financial Services
Experience
Ferhadson & Associates, a Private Wealth Advisory Practice of Ameriprise Financial May 2014 - August 2015
Ameriprise Financial Services, Inc. June 2011 - December 2013
Barton, Negri & Associates, a Financial Advisory Practice of Ameriprise Financial July 2013 - September 2013
Northern Michigan University April 2012 - August 2013
Northern Michigan University October 2012 - May 2013
Skills
Microsoft Office, Online Databases, Research, Corporate Finance, Investment Selection, Investment Valuation, Finance, Insurance, Financial Planning, Spreadsheets, Financial Analysis, Office Management, Microsoft Excel, Marketing, Time Management, Data Entry, Management, Budgets, Risk Management, Strategic Financial..., PowerPoint, Microsoft Word, Customer Service
Education
University of Colorado Denver 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northern Michigan University 2009 — 2013
Bachelor of Science (BS), Finance and Risk Management, Corporate Finance and Investments
Ladywood High School 2005 — 2009
High School Diploma
Ferhadson & Associates, a Private Wealth Advisory Practice of Ameriprise Financial May 2014 - August 2015
Ameriprise Financial Services, Inc. June 2011 - December 2013
Barton, Negri & Associates, a Financial Advisory Practice of Ameriprise Financial July 2013 - September 2013
Northern Michigan University April 2012 - August 2013
Northern Michigan University October 2012 - May 2013
Skills
Microsoft Office, Online Databases, Research, Corporate Finance, Investment Selection, Investment Valuation, Finance, Insurance, Financial Planning, Spreadsheets, Financial Analysis, Office Management, Microsoft Excel, Marketing, Time Management, Data Entry, Management, Budgets, Risk Management, Strategic Financial..., PowerPoint, Microsoft Word, Customer Service
Education
University of Colorado Denver 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northern Michigan University 2009 — 2013
Bachelor of Science (BS), Finance and Risk Management, Corporate Finance and Investments
Ladywood High School 2005 — 2009
High School Diploma
Kenneth F. Brown Kenneth F. Brown's Ameriprise Financial Services, Inc. Experience 2013 - 2013
Job Financial Consultant Helping Those I Work With To Define And Achieve Their Financial Goals; Seeking New Opportunity
Industry Financial Services
Experience
New York Community Bancorp, Inc. (NYCB) 2014 - 2015
Ameriprise Financial Services, Inc. 2013 - 2013
Israel Discount Bank 2005 - 2013
Bank of America 2003 - 2005
UBS 2001 - 2003
Morgan Stanley Wealth Management 1994 - 2001
Skills
Wealth Management, Financial Adv, Investments, Retirement Planning, Financial Services, Management, Portfolio Management, Analysis, Banking, Marketing Strategy, Credit, Risk Management, Program Management, Marketing, Restructuring, Human Resources, SDLC, Small Business, Financial Advisory, Financial Analysis, Finance, Credit Analysis, Loans
Education
Northeastern University 1968 — 1973
Bachelor’s Degree
Stuyvesant High School 1965 — 1968
High School
New York Community Bancorp, Inc. (NYCB) 2014 - 2015
Ameriprise Financial Services, Inc. 2013 - 2013
Israel Discount Bank 2005 - 2013
Bank of America 2003 - 2005
UBS 2001 - 2003
Morgan Stanley Wealth Management 1994 - 2001
Skills
Wealth Management, Financial Adv, Investments, Retirement Planning, Financial Services, Management, Portfolio Management, Analysis, Banking, Marketing Strategy, Credit, Risk Management, Program Management, Marketing, Restructuring, Human Resources, SDLC, Small Business, Financial Advisory, Financial Analysis, Finance, Credit Analysis, Loans
Education
Northeastern University 1968 — 1973
Bachelor’s Degree
Stuyvesant High School 1965 — 1968
High School
Susan Stefanovich Susan Stefanovich's Ameriprise Financial Services, Inc. Experience June 1996 - August 1996
Job Marketing Manager at DNV GL Energy
Industry Marketing and Advertising
Experience
DNV GL July 2013 - Present
Self Employed Marketing in Chicago area August 2003 - July 2013
Girl Scouts of Greater Chicago & Northwest Indiana October 2009 - June 2012
Oracle November 1998 - January 2001
Technium, Inc. June 1997 - November 1998
Ameriprise Financial Services, Inc. June 1996 - August 1996
North American Bear Company, Inc. January 1987 - August 1995
Skills
Marketing Communications, Non-profits, Professional Services..., Public Relations, Event Planning, Advertising, Copywriting, Editing, Budgeting, Fundraising, Newsletters, Volunteer Management, Corporate Communications, Social Media, Event Management, Social Media Marketing, Public Speaking, Community Relations, Marketing Strategy, Team Building, Strategic Planning, Demand Generation, Promotions, Integrated Marketing, Writing, Media Relations, B2B Marketing, Marketing, Branding & Identity, Nonprofits, Management, Project Management, Desktop Publishing, Marketing Research, Non-profit Leadership, Consulting, Consumer Products, Google Analytics, Governance, Budgets, Marketing Management, Lead Generation, Program Management, Sales, Competitive Analysis, B2B, New Business Development, CRM, Email Marketing, Project Planning
Education
Roosevelt University 2012 — 2013
Master of Business Administration (M.B.A.), Management
Northeastern Illinois University 1995 — 1997
B.S., Marketing, Graduated Magna Cum Laude
DNV GL July 2013 - Present
Self Employed Marketing in Chicago area August 2003 - July 2013
Girl Scouts of Greater Chicago & Northwest Indiana October 2009 - June 2012
Oracle November 1998 - January 2001
Technium, Inc. June 1997 - November 1998
Ameriprise Financial Services, Inc. June 1996 - August 1996
North American Bear Company, Inc. January 1987 - August 1995
Skills
Marketing Communications, Non-profits, Professional Services..., Public Relations, Event Planning, Advertising, Copywriting, Editing, Budgeting, Fundraising, Newsletters, Volunteer Management, Corporate Communications, Social Media, Event Management, Social Media Marketing, Public Speaking, Community Relations, Marketing Strategy, Team Building, Strategic Planning, Demand Generation, Promotions, Integrated Marketing, Writing, Media Relations, B2B Marketing, Marketing, Branding & Identity, Nonprofits, Management, Project Management, Desktop Publishing, Marketing Research, Non-profit Leadership, Consulting, Consumer Products, Google Analytics, Governance, Budgets, Marketing Management, Lead Generation, Program Management, Sales, Competitive Analysis, B2B, New Business Development, CRM, Email Marketing, Project Planning
Education
Roosevelt University 2012 — 2013
Master of Business Administration (M.B.A.), Management
Northeastern Illinois University 1995 — 1997
B.S., Marketing, Graduated Magna Cum Laude
Jason McGlone, MSFS, CFP Jason McGlone, MSFS, CFP's Ameriprise Financial Services, Inc. Experience May 1998 - January 2007
Job Senior Partner at Kerntke Otto McGlone Wealth Management Group
Industry Financial Services
Experience
Kerntke Otto McGlone Wealth Management Group February 2007 - Present
Ameriprise Financial Services, Inc. May 1998 - January 2007
Skills
Risk Assessment &..., Tax Management, Retirement Income..., Wealth Accumulation..., Wealth Management, Wealth Accumulation, Fixed Income, Estate Planning, Asset Allocation, Trusts, Retirement Planning, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, High Net Worth..., Inheritance Tax Planning, Wealth Management..., Financial Planners, IRAs, 401k Rollovers, Mutual Funds, Business, Estate Tax Planning
Education
The American College 2007 — 2009
Master of Science in Financial Services (MSFS), Finance and Financial Management Services
Northern Michigan University 1993 — 1998
Bachelor of Science (B.S.), Economics
Kerntke Otto McGlone Wealth Management Group February 2007 - Present
Ameriprise Financial Services, Inc. May 1998 - January 2007
Skills
Risk Assessment &..., Tax Management, Retirement Income..., Wealth Accumulation..., Wealth Management, Wealth Accumulation, Fixed Income, Estate Planning, Asset Allocation, Trusts, Retirement Planning, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, High Net Worth..., Inheritance Tax Planning, Wealth Management..., Financial Planners, IRAs, 401k Rollovers, Mutual Funds, Business, Estate Tax Planning
Education
The American College 2007 — 2009
Master of Science in Financial Services (MSFS), Finance and Financial Management Services
Northern Michigan University 1993 — 1998
Bachelor of Science (B.S.), Economics
Farin Phillips's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Client Service Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Pomerol July 2014 - August 2015
Thurston's Bistro April 2014 - July 2014
Portage Restaurant May 2013 - November 2013
Costas Restaurant August 2011 - June 2013
A-team Driving School March 2008 - November 2011
Ameriprise Financial Services, Inc. January 2010 - June 2010
Skills
Microsoft Office, Accounting, Finance, Bookkeeping, Databases, Contact Management, Strategic Communications, Website Development, Communication Strategy, Public Speaking
Education
University of Washington Bothell School of Business 2014 — 2016
Bachelor's Degree, Finance, 3.6 GPA
North Seattle Community College 2011 — 2013
Associate of Arts (A.A.), General Studies
Western Washington University 2010 — 2011
General
Mountlake Terrace Highschool 2006 — 2010
Ameriprise Financial Services, Inc. October 2011 - Present
Pomerol July 2014 - August 2015
Thurston's Bistro April 2014 - July 2014
Portage Restaurant May 2013 - November 2013
Costas Restaurant August 2011 - June 2013
A-team Driving School March 2008 - November 2011
Ameriprise Financial Services, Inc. January 2010 - June 2010
Skills
Microsoft Office, Accounting, Finance, Bookkeeping, Databases, Contact Management, Strategic Communications, Website Development, Communication Strategy, Public Speaking
Education
University of Washington Bothell School of Business 2014 — 2016
Bachelor's Degree, Finance, 3.6 GPA
North Seattle Community College 2011 — 2013
Associate of Arts (A.A.), General Studies
Western Washington University 2010 — 2011
General
Mountlake Terrace Highschool 2006 — 2010
Amanda Kruzel Amanda Kruzel's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Associate Actuarial Analyst at OptumInsight
Industry Insurance
Experience
OptumInsight October 2012 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2012
Corcoran Pet Care Center September 2006 - May 2012
University of Minnesota June 2011 - June 2011
Perkins Restaurant and Bakery March 2006 - September 2006
Skills
Actuarial Science
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Arts (B.A.), Mathematics with Actuarial Science specialization
North Hennepin Community College 2007 — 2008
English, Economics, American Government
Maple Grove Senior High School 2005 — 2008
General Studies
OptumInsight October 2012 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2012
Corcoran Pet Care Center September 2006 - May 2012
University of Minnesota June 2011 - June 2011
Perkins Restaurant and Bakery March 2006 - September 2006
Skills
Actuarial Science
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Arts (B.A.), Mathematics with Actuarial Science specialization
North Hennepin Community College 2007 — 2008
English, Economics, American Government
Maple Grove Senior High School 2005 — 2008
General Studies
Joy Ann W. Sweet, CFP, CRPC, AAMS Joy Ann W. Sweet, CFP, CRPC, AAMS's Ameriprise Financial Services, Inc. Experience May 1990 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1990 - Present
Allstate Insurance Co. January 1968 - April 1976
Education
Northern Illinois University 1975 — 1980
MA, Economics
Northwestern University 1967 — 1968
BA, Math, Economics
Ameriprise Financial Services, Inc. May 1990 - Present
Allstate Insurance Co. January 1968 - April 1976
Education
Northern Illinois University 1975 — 1980
MA, Economics
Northwestern University 1967 — 1968
BA, Math, Economics
Mark DeCelle Mark DeCelle's Ameriprise Financial Services, Inc. Experience May 1997 - October 2003
Job CFP®, ChFC®, CLU® Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial November 1989 - Present
Ameriprise Financial Services, Inc. May 1997 - October 2003
Education
Northeastern University 1984 — 1989
BA, Finance and Insurance
Ameriprise Financial November 1989 - Present
Ameriprise Financial Services, Inc. May 1997 - October 2003
Education
Northeastern University 1984 — 1989
BA, Finance and Insurance
Emily Hack's Ameriprise Financial Services, Inc. Experience December 2005 - November 2006
Job Full Time Student
Industry Arts and Crafts
Experience
LunaRising ArtGlass July 2013 - Present
Eagle Therapies February 2014 - January 2015
Freelance Photographer June 2010 - January 2015
Live-in Nanny May 2013 - May 2014
Ameriprise Financial Services, Inc. December 2005 - November 2006
Skills
Microsoft Office, PowerPoint, Photoshop, Illustrator, Photography, Digital Photography, Adobe Creative Suite, Graphic Design, Wacom Tablet, Mac OS, Windows XP Pro, Windows 8, Child Development, Adobe Acrobat, Microsoft Excel, Microsoft Word, Data Entry, Phone Etiquette
Education
Northern Virginia Community College 2013 — 2016
Associate's degree
Manatee School for the Arts 2001 — 2005
High School Diploma
LunaRising ArtGlass July 2013 - Present
Eagle Therapies February 2014 - January 2015
Freelance Photographer June 2010 - January 2015
Live-in Nanny May 2013 - May 2014
Ameriprise Financial Services, Inc. December 2005 - November 2006
Skills
Microsoft Office, PowerPoint, Photoshop, Illustrator, Photography, Digital Photography, Adobe Creative Suite, Graphic Design, Wacom Tablet, Mac OS, Windows XP Pro, Windows 8, Child Development, Adobe Acrobat, Microsoft Excel, Microsoft Word, Data Entry, Phone Etiquette
Education
Northern Virginia Community College 2013 — 2016
Associate's degree
Manatee School for the Arts 2001 — 2005
High School Diploma
Steven LaRocco, CFP®, CRPC® Steven LaRocco, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 1995 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1995 - Present
Education
Northern Illinois University 1990 — 1995
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. September 1995 - Present
Education
Northern Illinois University 1990 — 1995
Bachelor's degree, Economics
Jason Nardella, CRPC®'s Ameriprise Financial Services, Inc. Experience December 1997 - Present
Job Private Wealth Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1997 - Present
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. December 1997 - Present
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Leo Schleicher III Leo Schleicher III's Ameriprise Financial Services, Inc. Experience 1999 - 2008
Job North American Director of Business Development, Gene Engineering Services
Industry Biotechnology
Experience
SAGE Labs, an Horizon Discovery Group Company February 2014 - Present
The Jackson Laboratory January 2012 - January 2014
East Coast Petroleum 2009 - 2011
Ameriprise Financial Services, Inc. 1999 - 2008
Mettler-Toledo Process Analytical 1998 - 1999
Genzyme 1993 - 1998
Genzyme 1993 - 1993
Genzyme 1991 - 1992
Genzyme 1989 - 1990
DuPont 1987 - 1988
Education
Northeastern University
MS, Biology, Concentration: Microbial Biochemistry and Genetics
Providence College
BS, Biology, Concentration: Biochemistry
SAGE Labs, an Horizon Discovery Group Company February 2014 - Present
The Jackson Laboratory January 2012 - January 2014
East Coast Petroleum 2009 - 2011
Ameriprise Financial Services, Inc. 1999 - 2008
Mettler-Toledo Process Analytical 1998 - 1999
Genzyme 1993 - 1998
Genzyme 1993 - 1993
Genzyme 1991 - 1992
Genzyme 1989 - 1990
DuPont 1987 - 1988
Education
Northeastern University
MS, Biology, Concentration: Microbial Biochemistry and Genetics
Providence College
BS, Biology, Concentration: Biochemistry
Jorilou Zeman Jorilou Zeman's Ameriprise Financial Services, Inc. Experience May 2009 - August 2010
Job Multimedia Designer
Industry Graphic Design
Experience
iBeauthentic September 2014 - Present
Jorilou June 2007 - September 2014
Menards January 2012 - August 2014
La Dolce Video & Design July 2009 - January 2012
Cartridges and More August 2009 - September 2010
Ameriprise Financial Services, Inc. May 2009 - August 2010
Town and Country Veterinary Clinic May 2007 - August 2008
Skills
Dreamweaver, Photoshop, Flash, InDesign, Microsoft Office, Illustrator, Final Cut Pro, After Effects, Cinema 4D, Adobe Acrobat, Mac, Adobe Creative Suite, QuarkXPress, PowerPoint, Social Media, Web Design, Logo Design, Graphics, Creative Direction, Multimedia, Animation
Education
Northern Michigan University 2008 — 2011
BFA, Electronic Imaging
University of Wisconsin-Marinette 2005 — 2007
Associates of Art and Science, General / Math
iBeauthentic September 2014 - Present
Jorilou June 2007 - September 2014
Menards January 2012 - August 2014
La Dolce Video & Design July 2009 - January 2012
Cartridges and More August 2009 - September 2010
Ameriprise Financial Services, Inc. May 2009 - August 2010
Town and Country Veterinary Clinic May 2007 - August 2008
Skills
Dreamweaver, Photoshop, Flash, InDesign, Microsoft Office, Illustrator, Final Cut Pro, After Effects, Cinema 4D, Adobe Acrobat, Mac, Adobe Creative Suite, QuarkXPress, PowerPoint, Social Media, Web Design, Logo Design, Graphics, Creative Direction, Multimedia, Animation
Education
Northern Michigan University 2008 — 2011
BFA, Electronic Imaging
University of Wisconsin-Marinette 2005 — 2007
Associates of Art and Science, General / Math
Michael Sprenger Michael Sprenger's Ameriprise Financial Services, Inc. Experience May 1994 - Present
Job Branch Manager / Assoc' Vice President / Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1994 - Present
Northern Illinois Financial Corp. May 1992 - April 1994
Education
Northern Illinois University 2004 — 2008
MBA
Northern Illinois University 1990 — 1994
BS, Finance
Ameriprise Financial Services, Inc. May 1994 - Present
Northern Illinois Financial Corp. May 1992 - April 1994
Education
Northern Illinois University 2004 — 2008
MBA
Northern Illinois University 1990 — 1994
BS, Finance
Suzanne Chelcun Suzanne Chelcun's Ameriprise Financial Services, Inc. Experience March 1993 - March 2003
Job Sales and Marketing Professional
Industry Marketing and Advertising
Experience
Concord Terrazzo, Inc. February 2013 - August 2013
Walker and Associates, Ameriprise Financial Services, Inc. October 2010 - February 2013
First American Payment Systems February 2010 - August 2010
nMotion Technologies, LLC February 2005 - September 2009
Ameriprise Financial Services, Inc. March 1993 - March 2003
Dila Golf Corporation May 1991 - September 1992
Time Electronics Ltd. August 1989 - May 1991
LoDan Electronics, Inc. February 1988 - August 1989
Skills
Marketing Strategy, New Business Development, Account Management, Marketing Communications, Digital Marketing, Online Advertising, Marketing, Advertising, Lead Generation, Sales, Selling, Management, Market Research, Cross-functional Team..., Leadership
Education
Northern Illinois University
Bachelor of Arts (B.A.), Communications
Concord Terrazzo, Inc. February 2013 - August 2013
Walker and Associates, Ameriprise Financial Services, Inc. October 2010 - February 2013
First American Payment Systems February 2010 - August 2010
nMotion Technologies, LLC February 2005 - September 2009
Ameriprise Financial Services, Inc. March 1993 - March 2003
Dila Golf Corporation May 1991 - September 1992
Time Electronics Ltd. August 1989 - May 1991
LoDan Electronics, Inc. February 1988 - August 1989
Skills
Marketing Strategy, New Business Development, Account Management, Marketing Communications, Digital Marketing, Online Advertising, Marketing, Advertising, Lead Generation, Sales, Selling, Management, Market Research, Cross-functional Team..., Leadership
Education
Northern Illinois University
Bachelor of Arts (B.A.), Communications
Phil Gamache Phil Gamache's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Financial AdvisorAmeriprise Financial Advisors2008 - Present
Ameriprise Financial Services, Inc. 2008 - Present
Vyn-All February 2005 - February 2008
Pelham High Scool September 2001 - June 2004
Lifeline Systems January 1990 - January 1993
Education
Northeastern University 1985 — 1991
MSEM, Engineering Management
Western New England University 1976 — 1979
BSIE, Engineering
Lowell Technological Institute 1974 — 1975
Engineering
Acre Brook Academy 1970 — 1974
High School
Ameriprise Financial Financial AdvisorAmeriprise Financial Advisors2008 - Present
Ameriprise Financial Services, Inc. 2008 - Present
Vyn-All February 2005 - February 2008
Pelham High Scool September 2001 - June 2004
Lifeline Systems January 1990 - January 1993
Education
Northeastern University 1985 — 1991
MSEM, Engineering Management
Western New England University 1976 — 1979
BSIE, Engineering
Lowell Technological Institute 1974 — 1975
Engineering
Acre Brook Academy 1970 — 1974
High School
Kimberly Ussery's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. December 2013 - December 2014
Ameriprise Financial Services, Inc. January 2011 - December 2013
Ameriprise Financial Services, Inc. September 2008 - December 2010
Education
University of South Carolina-Aiken 2008 — 2010
Bachelors of Science, Business Administration and Management, General
North Greenville University 2006 — 2008
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. December 2013 - December 2014
Ameriprise Financial Services, Inc. January 2011 - December 2013
Ameriprise Financial Services, Inc. September 2008 - December 2010
Education
University of South Carolina-Aiken 2008 — 2010
Bachelors of Science, Business Administration and Management, General
North Greenville University 2006 — 2008
Jeff W. Grigg Jeff W. Grigg's Ameriprise Financial Services, Inc. Experience March 2003 - February 2004
Job Financial Advisor at Oak Brook Wealth Management*
Industry Financial Services
Experience
Oak Brook Wealth Management* September 2007 - Present
Financial Consultants Group March 2004 - September 2007
Ameriprise Financial Services, Inc. March 2003 - February 2004
Skills
Financial Planning, Retirement Income..., Group Retirement Plans, Asset/Investment..., Tax Management, Life Insurance, Annuity Consulting
Education
Northern Illinois University 1998 — 2002
Bachelor’s Degree, Finance, General
Oak Brook Wealth Management* September 2007 - Present
Financial Consultants Group March 2004 - September 2007
Ameriprise Financial Services, Inc. March 2003 - February 2004
Skills
Financial Planning, Retirement Income..., Group Retirement Plans, Asset/Investment..., Tax Management, Life Insurance, Annuity Consulting
Education
Northern Illinois University 1998 — 2002
Bachelor’s Degree, Finance, General
Kevin Gathje's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Consumer Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Teleperformance September 2011 - November 2014
Boxing January 2010 - September 2010
MacMurray College, Jacksonville, Illinois August 2009 - July 2010
Liberty Bank for Savings February 2008 - May 2009
Moe*s Southwest Grill February 2004 - December 2006
Skills
Customer Service, Microsoft Office, Public Speaking, Leadership, Social Media, Management, PowerPoint, Social Networking, Marketing, Event Planning, Teaching, Fundraising, Sales, Coaching, Microsoft Excel
Education
North Park University 2005 — 2009
Exercise Science, Kinesiology and Exercise Science
North Park University 2005 — 2009
Bachelors in Exercise Science, Kinesiology and Exercise Science
Ameriprise Financial Services, Inc. January 2015 - Present
Teleperformance September 2011 - November 2014
Boxing January 2010 - September 2010
MacMurray College, Jacksonville, Illinois August 2009 - July 2010
Liberty Bank for Savings February 2008 - May 2009
Moe*s Southwest Grill February 2004 - December 2006
Skills
Customer Service, Microsoft Office, Public Speaking, Leadership, Social Media, Management, PowerPoint, Social Networking, Marketing, Event Planning, Teaching, Fundraising, Sales, Coaching, Microsoft Excel
Education
North Park University 2005 — 2009
Exercise Science, Kinesiology and Exercise Science
North Park University 2005 — 2009
Bachelors in Exercise Science, Kinesiology and Exercise Science
Liana Grigorians's Ameriprise Financial Services, Inc. Experience September 2011 - March 2013
Job Account and Brand Manager
Industry Import and Export
Experience
Bey-Berk International March 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - March 2013
Armenian Church- Western Diocese July 2011 - August 2011
H&R Block January 2007 - May 2007
Skills
organizing multiple..., Event Planning, Event Management, Project Coordination, Microsoft Office, Ability to multitask in..., Executive Administrative, Marketing Management, Notary Public, Inventory Management, PowerPoint, Customer Service, Outlook, Microsoft Word, Management, Microsoft Excel, Marketing, Marketing Communications, Budgets, Social Media Marketing, Social Networking, Business Development, Sales, Social Media, Leadership
Education
Northern Arizona University, College of Business Administration 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.6 GPA
Chandler Gilbert Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Bey-Berk International March 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - March 2013
Armenian Church- Western Diocese July 2011 - August 2011
H&R Block January 2007 - May 2007
Skills
organizing multiple..., Event Planning, Event Management, Project Coordination, Microsoft Office, Ability to multitask in..., Executive Administrative, Marketing Management, Notary Public, Inventory Management, PowerPoint, Customer Service, Outlook, Microsoft Word, Management, Microsoft Excel, Marketing, Marketing Communications, Budgets, Social Media Marketing, Social Networking, Business Development, Sales, Social Media, Leadership
Education
Northern Arizona University, College of Business Administration 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.6 GPA
Chandler Gilbert Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Susan Erickson's Ameriprise Financial Services, Inc. Experience July 2010 - June 2014
Job
Industry Financial Services
Experience
Case Slattery Wealth Partners June 2014 - Present
Ameriprise Financial Services, Inc. July 2010 - June 2014
A+ Appraisals, Bismarck ND January 2006 - September 2008
Trademark Realty January 2006 - September 2008
University of Mary/Harold Schafer Leadership Center October 2002 - October 2004
Prairie Knights Casino and Resort August 2000 - September 2002
Skills
Leadership, Banking, Marketing, Strategic Planning, Professional..., Public Relations, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, Real Estate, Negotiation, Hospitality Management, Event Planning, Corporate Events
Education
Northeastern Illinois University 1985 — 1987
Lane Technical High School 1981 — 1985
Jamieson
Case Slattery Wealth Partners June 2014 - Present
Ameriprise Financial Services, Inc. July 2010 - June 2014
A+ Appraisals, Bismarck ND January 2006 - September 2008
Trademark Realty January 2006 - September 2008
University of Mary/Harold Schafer Leadership Center October 2002 - October 2004
Prairie Knights Casino and Resort August 2000 - September 2002
Skills
Leadership, Banking, Marketing, Strategic Planning, Professional..., Public Relations, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, Real Estate, Negotiation, Hospitality Management, Event Planning, Corporate Events
Education
Northeastern Illinois University 1985 — 1987
Lane Technical High School 1981 — 1985
Jamieson
Sarah Crisman Sarah Crisman's Ameriprise Financial Services, Inc. Experience June 2005 - August 2005
Job Senior Business Analyst at Millward Brown
Industry Market Research
Experience
Millward Brown July 2006 - Present
Ameriprise Financial Services, Inc. June 2005 - August 2005
Floor to Ceiling Interiors June 2002 - October 2004
Skills
Copy Testing, Quantitative Research, Questionnaire Design, Brand Equity, Consumer Behaviour, Customer Insight, Marketing Research, Segmentation, Marketing Communications, Market Research, Survey Design, Advertising Research, Competitive Intelligence, Analysis
Education
Northern Illinois University - College of Business 2002 — 2006
BS, Marketing, Graduated Magna Cum Laude
Millward Brown July 2006 - Present
Ameriprise Financial Services, Inc. June 2005 - August 2005
Floor to Ceiling Interiors June 2002 - October 2004
Skills
Copy Testing, Quantitative Research, Questionnaire Design, Brand Equity, Consumer Behaviour, Customer Insight, Marketing Research, Segmentation, Marketing Communications, Market Research, Survey Design, Advertising Research, Competitive Intelligence, Analysis
Education
Northern Illinois University - College of Business 2002 — 2006
BS, Marketing, Graduated Magna Cum Laude
Dawn Graham Dawn Graham's Ameriprise Financial Services, Inc. Experience April 2004 - November 2012
Job AVP Risk and TPRM Program Manager at MidCountry Financial
Industry Financial Services
Experience
MidCountry Financial May 2014 - Present
Mediant Communications November 2012 - July 2013
Ameriprise Financial Services, Inc. April 2004 - November 2012
Champion Air September 2003 - March 2004
Vero Tech LLC May 2001 - August 2003
Skills
Financial Services, Vendor Management, Relationship Management, Business Analysis, Process Improvement, Leadership, Project Management, Change Management, Business Process..., Analysis, Business Process, Salesforce.com, Mutual Funds, Requirements Gathering, Call Centers, Strategy, Training, Risk Management, Program Management, Management, Banking
Education
Metropolitan State University
International Program Management
North Hennepin Community College
Associate of Arts and Sciences (A.A.S.), Law Enforcement
MidCountry Financial May 2014 - Present
Mediant Communications November 2012 - July 2013
Ameriprise Financial Services, Inc. April 2004 - November 2012
Champion Air September 2003 - March 2004
Vero Tech LLC May 2001 - August 2003
Skills
Financial Services, Vendor Management, Relationship Management, Business Analysis, Process Improvement, Leadership, Project Management, Change Management, Business Process..., Analysis, Business Process, Salesforce.com, Mutual Funds, Requirements Gathering, Call Centers, Strategy, Training, Risk Management, Program Management, Management, Banking
Education
Metropolitan State University
International Program Management
North Hennepin Community College
Associate of Arts and Sciences (A.A.S.), Law Enforcement
Heather Garrity's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Administrator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Resin Designs, LLC April 2014 - February 2015
Back Bay Dancewear September 2003 - April 2014
Astra Tech Inc. May 1999 - July 2003
Sonnenalp Resort of Vail April 1998 - May 1999
Skills
Marketing, New Business Development, Sales, Sales Management, Social Media, Retail, Marketing Strategy, Customer Service, Merchandising, Account Management, Marketing Communications, Social Media Marketing, Advertising, Trade Shows, Event Planning, Online Marketing, Management, Microsoft Office, Microsoft Excel, Budgets, Public Speaking, Leadership, Training, PowerPoint, Copywriting, Online Research, Online Advertising, SEO, Market Research, Email Marketing, Business Development
Education
Northeastern University 1988 — 1993
Bachelor’s Degree, Economics
Ameriprise Financial Services, Inc. May 2015 - Present
Resin Designs, LLC April 2014 - February 2015
Back Bay Dancewear September 2003 - April 2014
Astra Tech Inc. May 1999 - July 2003
Sonnenalp Resort of Vail April 1998 - May 1999
Skills
Marketing, New Business Development, Sales, Sales Management, Social Media, Retail, Marketing Strategy, Customer Service, Merchandising, Account Management, Marketing Communications, Social Media Marketing, Advertising, Trade Shows, Event Planning, Online Marketing, Management, Microsoft Office, Microsoft Excel, Budgets, Public Speaking, Leadership, Training, PowerPoint, Copywriting, Online Research, Online Advertising, SEO, Market Research, Email Marketing, Business Development
Education
Northeastern University 1988 — 1993
Bachelor’s Degree, Economics
Jennifer DeVries's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Product Marketing & Communications Manager at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Skills
Copywriting, Marketing Strategy, Project Management, Marketing Communications, Direct Mail, Advertising, Direct Marketing, Email Marketing, Interactive Marketing, Integrated Marketing, Social Media Marketing, Social Media, Marketing, Strategic Communications, Online Advertising, Newsletters, Management, Content Strategy, Leadership, Trade Shows, Strategy, Product Development, Market Planning, Marketing Management, B2B Marketing, Digital Marketing, Brand Development, Online Marketing, Sales, Product Marketing, Lead Generation, Brand Management, Analytics, Competitive Analysis
Education
University of Wisconsin-Madison
Bachelor's Degree
North Hennepin Community College
Certificate
Ameriprise Financial Services, Inc. May 2015 - Present
Skills
Copywriting, Marketing Strategy, Project Management, Marketing Communications, Direct Mail, Advertising, Direct Marketing, Email Marketing, Interactive Marketing, Integrated Marketing, Social Media Marketing, Social Media, Marketing, Strategic Communications, Online Advertising, Newsletters, Management, Content Strategy, Leadership, Trade Shows, Strategy, Product Development, Market Planning, Marketing Management, B2B Marketing, Digital Marketing, Brand Development, Online Marketing, Sales, Product Marketing, Lead Generation, Brand Management, Analytics, Competitive Analysis
Education
University of Wisconsin-Madison
Bachelor's Degree
North Hennepin Community College
Certificate
Craig Alexander, CRPC® Craig Alexander, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Financial Advisor, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
The Heartland Group January 2010 - July 2011
Ameriprise Financial 2005 - 2009
assent trading May 2004 - March 2005
American Express Financial Advisors 2005 - 2005
Maverick Trading April 2001 - March 2004
Alaron Trading November 2000 - March 2001
McNamarra Trading September 1996 - October 2000
Education
Northern Illinois University 1991 — 1996
Bachelor's Degree
Ameriprise Financial Services, Inc. July 2011 - Present
The Heartland Group January 2010 - July 2011
Ameriprise Financial 2005 - 2009
assent trading May 2004 - March 2005
American Express Financial Advisors 2005 - 2005
Maverick Trading April 2001 - March 2004
Alaron Trading November 2000 - March 2001
McNamarra Trading September 1996 - October 2000
Education
Northern Illinois University 1991 — 1996
Bachelor's Degree
Sachin Makati Sachin Makati's Ameriprise Financial Services, Inc. Experience May 2011 - January 2012
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Ameriprise Financial Services, Inc. May 2011 - January 2012
Merrill Lynch June 2010 - August 2010
CVS Caremark Corporation May 2008 - August 2008
Skills
Customer Service, Leadership, Teamwork, Building Business..., Operational Excellence, Project Management, Priority Management, Analysis of business..., Process Improvement, Market Development, Event Planning, Lead Generation, Financial Analysis, Series 7, Series 63, Series 66, PowerPoint, Excel, Word
Education
The University of Akron 2009 — 2011
BBA, Corporate Financial Management
Northeastern Ohio Universities, College of Medicine 2007 — 2009
PharmD, Pharmacy
The University of Akron 2004 — 2007
BS, Natural Sciences
Harvey S. Firestone High School 2000 — 2004
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Ameriprise Financial Services, Inc. May 2011 - January 2012
Merrill Lynch June 2010 - August 2010
CVS Caremark Corporation May 2008 - August 2008
Skills
Customer Service, Leadership, Teamwork, Building Business..., Operational Excellence, Project Management, Priority Management, Analysis of business..., Process Improvement, Market Development, Event Planning, Lead Generation, Financial Analysis, Series 7, Series 63, Series 66, PowerPoint, Excel, Word
Education
The University of Akron 2009 — 2011
BBA, Corporate Financial Management
Northeastern Ohio Universities, College of Medicine 2007 — 2009
PharmD, Pharmacy
The University of Akron 2004 — 2007
BS, Natural Sciences
Harvey S. Firestone High School 2000 — 2004
Patricia Barton Patricia Barton's Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Financial Advisor at Barton & Associates, an Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1999 - Present
Marquette General Health System 1984 - 1996
Education
Kaplan Financial
Accelerated CFP Program
University of South Alabama
Respiratory Care Registry Program
Northern Michigan University 1977 — 1981
BS, Health Education
Ameriprise Financial Services, Inc. December 1999 - Present
Marquette General Health System 1984 - 1996
Education
Kaplan Financial
Accelerated CFP Program
University of South Alabama
Respiratory Care Registry Program
Northern Michigan University 1977 — 1981
BS, Health Education
Manish Rajguru Manish Rajguru's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Project Lead at Syntel Ltd.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Syntel September 2011 - Present
Humana September 2011 - May 2015
Group Health October 2013 - May 2014
Bluestar Infotech Ltd. April 2010 - June 2011
Nucleus Software June 2008 - March 2010
S & S Infotech and Services January 2006 - November 2007
Skills
ASP.NET, C#, SQL Server, AJAX, Web Services, .NET, SSIS, Oracle, WCF, JavaScript, SQL, LINQ, Web Applications, Integration, HTML, Microsoft SQL Server, UML, ICD-10, X12, EDI, HIPPA, HIPAA
Education
North Maharashtra University 2001 — 2004
BE Computer, Computer Science
Ameriprise Financial Services, Inc. May 2015 - Present
Syntel September 2011 - Present
Humana September 2011 - May 2015
Group Health October 2013 - May 2014
Bluestar Infotech Ltd. April 2010 - June 2011
Nucleus Software June 2008 - March 2010
S & S Infotech and Services January 2006 - November 2007
Skills
ASP.NET, C#, SQL Server, AJAX, Web Services, .NET, SSIS, Oracle, WCF, JavaScript, SQL, LINQ, Web Applications, Integration, HTML, Microsoft SQL Server, UML, ICD-10, X12, EDI, HIPPA, HIPAA
Education
North Maharashtra University 2001 — 2004
BE Computer, Computer Science
Michele Norrbohm Michele Norrbohm's Ameriprise Financial Services, Inc. Experience July 2014 - June 2015
Job Graphics Coordinator at Opus AE Group, LLC
Industry Design
Experience
The Opus Group® July 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - June 2015
Coynes & Co. October 2013 - February 2014
Fourteen Foods January 2012 - January 2013
Fourteen Foods November 2011 - January 2012
Skills
Adobe Creative Suite, Social Media, Advertising, Mac, InDesign, Illustrator, Leadership, Logo Design, Marketing, Graphic Design, Branding & Identity, Social Media Marketing, Marketing Communications, Photoshop, Email Marketing, Direct Mail
Education
University of Wisconsin-Stout 2006 — 2010
Bachelor's of Fine Arts, Interior Design, Business Administration
North Hennepin Community College 2004 — 2006
General Education
Champlin Park High School
The Opus Group® July 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - June 2015
Coynes & Co. October 2013 - February 2014
Fourteen Foods January 2012 - January 2013
Fourteen Foods November 2011 - January 2012
Skills
Adobe Creative Suite, Social Media, Advertising, Mac, InDesign, Illustrator, Leadership, Logo Design, Marketing, Graphic Design, Branding & Identity, Social Media Marketing, Marketing Communications, Photoshop, Email Marketing, Direct Mail
Education
University of Wisconsin-Stout 2006 — 2010
Bachelor's of Fine Arts, Interior Design, Business Administration
North Hennepin Community College 2004 — 2006
General Education
Champlin Park High School
Susan M. Ahlfeld CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2002 - Present
Education
Northern Illinois University 1996 — 1998
Ameriprise Financial Services, Inc. March 2002 - Present
Education
Northern Illinois University 1996 — 1998
Annette J. Nierode Annette J. Nierode's Ameriprise Financial Services, Inc. Experience August 1999 - June 2007
Job Senior Property Customer Service Representative at Church Mutual Insurance Company
Industry Insurance
Experience
Church Mutual Insurance Company June 2007 - Present
Ameriprise Financial Services, Inc. August 1999 - June 2007
Humana 1985 - 1998
Skills
Property & Casualty..., Claim, Liability, Claims Management, Commercial Lines, Legal Liability, General Insurance, Casualty, Commercial Insurance, Property Damage, Inland Marine, Customer Service, Reinsurance, Subrogation, Professional Liability, Workers Compensation
Education
University of Wisconsin-Green Bay 1991 — 1992
Northeast Wisconsin Technical College 1983 — 1984
Southwest High 1980 — 1983
Regular/General High School
Church Mutual Insurance Company June 2007 - Present
Ameriprise Financial Services, Inc. August 1999 - June 2007
Humana 1985 - 1998
Skills
Property & Casualty..., Claim, Liability, Claims Management, Commercial Lines, Legal Liability, General Insurance, Casualty, Commercial Insurance, Property Damage, Inland Marine, Customer Service, Reinsurance, Subrogation, Professional Liability, Workers Compensation
Education
University of Wisconsin-Green Bay 1991 — 1992
Northeast Wisconsin Technical College 1983 — 1984
Southwest High 1980 — 1983
Regular/General High School
Patrick Lotane's Ameriprise Financial Services, Inc. Experience August 2013 - June 2014
Job Financial Analyst Intern at Amazon
Industry Investment Management
Experience
Amazon July 2014 - December 2014
Ameriprise Financial Services, Inc. August 2013 - June 2014
Sun Life Financial June 2012 - August 2012
The Cooperative Bank of Cape Cod June 2011 - June 2012
Skills
Microsoft Excel, Time Management, Management, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Sales, Microsoft Access, Microsoft Outlook, IBM Lotus Notes, Customer Service, Thompson One, SQL, Python, Visual Basic, SPSS, Perl
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Economics
American University of Rome 2013 — 2013
Boston College High School 2007 — 2011
Amazon July 2014 - December 2014
Ameriprise Financial Services, Inc. August 2013 - June 2014
Sun Life Financial June 2012 - August 2012
The Cooperative Bank of Cape Cod June 2011 - June 2012
Skills
Microsoft Excel, Time Management, Management, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Sales, Microsoft Access, Microsoft Outlook, IBM Lotus Notes, Customer Service, Thompson One, SQL, Python, Visual Basic, SPSS, Perl
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Economics
American University of Rome 2013 — 2013
Boston College High School 2007 — 2011
Karin Hanson Karin Hanson's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Senior Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
RBC Wealth Management January 2014 - April 2014
Ameriprise Financial Services, Inc. March 2009 - August 2013
Ameriprise Financial Services, Inc. January 2006 - March 2009
Ameriprise Financial Services, Inc. September 1999 - December 2005
Ameriprise Financial Services, Inc. March 1997 - September 1999
MCI Corporation September 1995 - February 1997
MCI Corporation August 1993 - August 1995
Skills
Project Management, Vendor Management, Team Leadership, Customer Service, Process Improvement, Governance, Program Management, Risk Management, Business Analysis, Cross-functional Team..., SDLC, Business Process..., Change Management, Outsourcing, IT Strategy, ITIL
Education
University of Minnesota-Twin Cities 1990 — 1992
Bachelor of Arts (B.A.), Sociology
North Hennepin Community College 1989 — 1990
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Ameriprise Financial Services, Inc. September 2014 - Present
RBC Wealth Management January 2014 - April 2014
Ameriprise Financial Services, Inc. March 2009 - August 2013
Ameriprise Financial Services, Inc. January 2006 - March 2009
Ameriprise Financial Services, Inc. September 1999 - December 2005
Ameriprise Financial Services, Inc. March 1997 - September 1999
MCI Corporation September 1995 - February 1997
MCI Corporation August 1993 - August 1995
Skills
Project Management, Vendor Management, Team Leadership, Customer Service, Process Improvement, Governance, Program Management, Risk Management, Business Analysis, Cross-functional Team..., SDLC, Business Process..., Change Management, Outsourcing, IT Strategy, ITIL
Education
University of Minnesota-Twin Cities 1990 — 1992
Bachelor of Arts (B.A.), Sociology
North Hennepin Community College 1989 — 1990
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Brittany Patrick, CPA's Ameriprise Financial Services, Inc. Experience December 2009 - May 2010
Job Assistant Division Controller at Republic Services
Industry Accounting
Experience
Republic Services June 2015 - Present
Republic Services February 2014 - June 2015
Moss Adams LLP September 2012 - January 2014
Northern Arizona University December 2010 - September 2012
Western Refining May 2011 - August 2011
Northern Arizona University August 2010 - May 2011
Ameriprise Financial Services, Inc. December 2009 - May 2010
United States Air Force May 2009 - August 2009
Skills
Emergency Management..., QuickBooks, Auditing, Internal Controls, Accounts Receivable, CPA
Education
Northern Arizona University 2011 — 2012
MBA with an accounting emphasis
Northern Arizona University, College of Business Administration 2009 — 2011
Accounting
University of Dubuque 2008 — 2009
Accounting
Republic Services June 2015 - Present
Republic Services February 2014 - June 2015
Moss Adams LLP September 2012 - January 2014
Northern Arizona University December 2010 - September 2012
Western Refining May 2011 - August 2011
Northern Arizona University August 2010 - May 2011
Ameriprise Financial Services, Inc. December 2009 - May 2010
United States Air Force May 2009 - August 2009
Skills
Emergency Management..., QuickBooks, Auditing, Internal Controls, Accounts Receivable, CPA
Education
Northern Arizona University 2011 — 2012
MBA with an accounting emphasis
Northern Arizona University, College of Business Administration 2009 — 2011
Accounting
University of Dubuque 2008 — 2009
Accounting
Manda Morsette Manda Morsette's Ameriprise Financial Services, Inc. Experience November 2010 - October 2014
Job Medical Technician Team Leader at Ameriprise Auto & Home Insurance
Industry Financial Services
Experience
Ameriprise Auto & Home Insurance October 2014 - Present
Ameriprise Financial Services, Inc. November 2010 - October 2014
Ameriprise Auto & Home Insurance November 2009 - November 2010
Skills
Customer Service, Process Improvement, Vendor Management, Microsoft Office, Performance Management, Microsoft Excel, Project Management, Visio, Research, Business Analysis, Microsoft Word, Health Insurance, PowerPoint, Analysis
Education
Northeast Wisconsin Technical College 2011 — 2015
Associate's degree, Business Administration and Management, General
NWTC 2009 — 2010
CNA, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Sturgeon Bay High School 1998 — 2002
HS Diploma
Ameriprise Auto & Home Insurance October 2014 - Present
Ameriprise Financial Services, Inc. November 2010 - October 2014
Ameriprise Auto & Home Insurance November 2009 - November 2010
Skills
Customer Service, Process Improvement, Vendor Management, Microsoft Office, Performance Management, Microsoft Excel, Project Management, Visio, Research, Business Analysis, Microsoft Word, Health Insurance, PowerPoint, Analysis
Education
Northeast Wisconsin Technical College 2011 — 2015
Associate's degree, Business Administration and Management, General
NWTC 2009 — 2010
CNA, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Sturgeon Bay High School 1998 — 2002
HS Diploma
Steve Pukal Steve Pukal's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
WealthWise, LLC August 2011 - March 2013
SearchAmerica, A part of Experian April 2011 - August 2011
SearchAmerica, A part of Experian December 2008 - April 2011
SearchAmerica, Inc. October 2001 - December 2008
PointShare 2000 - 2001
MedServe Link January 1999 - 2000
HBO & Company 1997 - 1998
HBO & Company 1996 - 1997
Serving Software 1994 - 1997
Education
Northern State University 1985 — 1987
Bachelor of Science, Political Science
Golden Valley Lutheran College 1982 — 1984
Ameriprise Financial Services, Inc. March 2013 - Present
WealthWise, LLC August 2011 - March 2013
SearchAmerica, A part of Experian April 2011 - August 2011
SearchAmerica, A part of Experian December 2008 - April 2011
SearchAmerica, Inc. October 2001 - December 2008
PointShare 2000 - 2001
MedServe Link January 1999 - 2000
HBO & Company 1997 - 1998
HBO & Company 1996 - 1997
Serving Software 1994 - 1997
Education
Northern State University 1985 — 1987
Bachelor of Science, Political Science
Golden Valley Lutheran College 1982 — 1984
Cindy Willman Cindy Willman's Ameriprise Financial Services, Inc. Experience July 1990 - December 2013
Job President, Owner at Willman Consulting, LLC
Industry Financial Services
Experience
Willman Consulting, LLC January 2014 - Present
Ameriprise Financial Services, Inc. July 1990 - December 2013
Ameriprise Financial 1990 - 2010
Skills
PMO, SDLC, Vendor Management, Business Analysis, Program Management, Financial Services, Project Management, Software Project..., IT Strategy, Requirements Gathering, Project Portfolio...
Education
North Hennepin Community College
Willman Consulting, LLC January 2014 - Present
Ameriprise Financial Services, Inc. July 1990 - December 2013
Ameriprise Financial 1990 - 2010
Skills
PMO, SDLC, Vendor Management, Business Analysis, Program Management, Financial Services, Project Management, Software Project..., IT Strategy, Requirements Gathering, Project Portfolio...
Education
North Hennepin Community College
Jon Gambill Jon Gambill's Ameriprise Financial Services, Inc. Experience June 2013 - February 2015
Job Director of Facilities at Code42
Industry Real Estate
Experience
Code42 March 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - February 2015
Compass Group North America January 2012 - June 2013
Ameriprise Financial Services, Inc. March 2010 - January 2012
CBRE March 2006 - March 2010
Trammell Crow Company / CBRE May 2003 - March 2006
Skills
Corporate Real Estate, Facilities Management, Organizational..., Manage Client..., Client Relations Skills, Long-term Customer..., Vendor Management Skills, Food & Beverage, Food Industry, Income Statement, Hospitality Management, Lease Administration, KPI implementation, Communication Skills, Committed to Customer..., Strategic Financial..., Consulting, Property Management, Management, Vendor Management, Real Estate, Property, Outsourcing, Portfolio Management, Operating Budgets, Disposition, Capital Budgeting, P&L Management, Facilities Operations, Asset Management, Franchising, Acquisitions, Lease Negotiations, Expense Management, Operational Efficiency, Commercial Real Estate, Leases, Operations Management, Vendor Relationship..., Operational Excellence, Contract Negotiation, Budget Process, Staff Management, Finance, Employee Management, Budgets, Restaurants, P&L, Food Service, Brokerage
Education
Northern Arizona University
Code42 March 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - February 2015
Compass Group North America January 2012 - June 2013
Ameriprise Financial Services, Inc. March 2010 - January 2012
CBRE March 2006 - March 2010
Trammell Crow Company / CBRE May 2003 - March 2006
Skills
Corporate Real Estate, Facilities Management, Organizational..., Manage Client..., Client Relations Skills, Long-term Customer..., Vendor Management Skills, Food & Beverage, Food Industry, Income Statement, Hospitality Management, Lease Administration, KPI implementation, Communication Skills, Committed to Customer..., Strategic Financial..., Consulting, Property Management, Management, Vendor Management, Real Estate, Property, Outsourcing, Portfolio Management, Operating Budgets, Disposition, Capital Budgeting, P&L Management, Facilities Operations, Asset Management, Franchising, Acquisitions, Lease Negotiations, Expense Management, Operational Efficiency, Commercial Real Estate, Leases, Operations Management, Vendor Relationship..., Operational Excellence, Contract Negotiation, Budget Process, Staff Management, Finance, Employee Management, Budgets, Restaurants, P&L, Food Service, Brokerage
Education
Northern Arizona University
Bradley Weeks's Ameriprise Financial Services, Inc. Experience 1986 - 2001
Job ServiceNow Technical Support Engineer
Industry Information Services
Experience
ServiceNow - The Enterprise IT Cloud Company December 2014 - Present
USBank November 2009 - Present
Affiliated Computer Services July 2008 - January 2010
Peppweed Consulting 2008 - 2009
Halliburton August 2005 - October 2007
Peregrine Systems 1998 - 2001
Ameriprise Financial Services, Inc. 1986 - 2001
Fujitsu 2000 - 2000
Education
North Hennepin Community College 1985 — 1991
ServiceNow - The Enterprise IT Cloud Company December 2014 - Present
USBank November 2009 - Present
Affiliated Computer Services July 2008 - January 2010
Peppweed Consulting 2008 - 2009
Halliburton August 2005 - October 2007
Peregrine Systems 1998 - 2001
Ameriprise Financial Services, Inc. 1986 - 2001
Fujitsu 2000 - 2000
Education
North Hennepin Community College 1985 — 1991
Jessica Schillmoeller's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Utilizing business skills to help small businesses and now to help people prepare for their futures individually
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Workers Ownership Resource Center May 2013 - Present
Tioga State Bank August 2010 - May 2013
First Marblehead March 2007 - July 2010
TD Bank 2006 - 2007
NBT Bank April 2005 - July 2006
JPMorgan Chase August 2004 - November 2004
JP Morgan April 2001 - August 2004
JP Morgan Chase 1999 - 2004
Skills
Risk Management, Internal Audit, Project Management, CRM, Budgets, Management, Training, Process Improvement, Leadership, Credit, Customer Service, Business Development, Team Leadership, Project Planning, Sales, Human Resources, Access, Marketing Strategy, Vendor Management, Entrepreneurship, Business Analysis, Analysis
Education
Northeastern University 2008 — 2010
Masters of Leadership-in progress
University of Delaware 1999 — 2004
Bachelors, Psychology
Waverly
Waverly
Ameriprise Financial Services, Inc. September 2013 - Present
Workers Ownership Resource Center May 2013 - Present
Tioga State Bank August 2010 - May 2013
First Marblehead March 2007 - July 2010
TD Bank 2006 - 2007
NBT Bank April 2005 - July 2006
JPMorgan Chase August 2004 - November 2004
JP Morgan April 2001 - August 2004
JP Morgan Chase 1999 - 2004
Skills
Risk Management, Internal Audit, Project Management, CRM, Budgets, Management, Training, Process Improvement, Leadership, Credit, Customer Service, Business Development, Team Leadership, Project Planning, Sales, Human Resources, Access, Marketing Strategy, Vendor Management, Entrepreneurship, Business Analysis, Analysis
Education
Northeastern University 2008 — 2010
Masters of Leadership-in progress
University of Delaware 1999 — 2004
Bachelors, Psychology
Waverly
Waverly
Renee Lampert's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Senior Corporate Security Manager at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - Present
Target January 2010 - June 2011
Target Corporation 2007 - January 2010
Target Financial Services 2007 - 2010
Target 2004 - 2007
Target 2002 - 2004
Target 2001 - 2002
Skills
Asset Protection, Fraud, Corporate Security, Process Improvement, Internal Investigations, Physical Security, Strategy, Private Investigations, Surveillance, Security Management, Loss Prevention, Investigation, Risk Assessment, Protection, Background Checks
Education
Northeastern University 1997 — 1998
MS, Criminal Justice
University of Minnesota-Twin Cities 1992 — 1998
Sociology, Law and Criminal Deviance
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - Present
Target January 2010 - June 2011
Target Corporation 2007 - January 2010
Target Financial Services 2007 - 2010
Target 2004 - 2007
Target 2002 - 2004
Target 2001 - 2002
Skills
Asset Protection, Fraud, Corporate Security, Process Improvement, Internal Investigations, Physical Security, Strategy, Private Investigations, Surveillance, Security Management, Loss Prevention, Investigation, Risk Assessment, Protection, Background Checks
Education
Northeastern University 1997 — 1998
MS, Criminal Justice
University of Minnesota-Twin Cities 1992 — 1998
Sociology, Law and Criminal Deviance
Peter Judickas's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Sr Practice Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Ciber October 2012 - May 2013
Walmart December 2010 - April 2012
HP Enterprise Services June 2006 - January 2011
Genesis10 2010 - 2010
Kraft Foods 1998 - 2006
Skills
PMP, PMO, ITIL, Vendor Management, Project Portfolio..., Program Management, SDLC, IT Strategy, Cross-functional Team..., IT Management, Process Improvement, Change Management, Business Analysis, Project Management, Project Delivery, IT Service Management, PMI, MS Project, Service Delivery, Resource Management, Leadership, Disaster Recovery, Training, Management, Business Process, ERP, Team Leadership, Microsoft Project, SharePoint, Data Center
Education
St. Ambrose University 1998 — 2000
Masters of Business Administration
Northern Illinois University 1986 — 1990
BS, Engineering Technology/Automated Manufacturing
Ameriprise Financial Services, Inc. June 2013 - Present
Ciber October 2012 - May 2013
Walmart December 2010 - April 2012
HP Enterprise Services June 2006 - January 2011
Genesis10 2010 - 2010
Kraft Foods 1998 - 2006
Skills
PMP, PMO, ITIL, Vendor Management, Project Portfolio..., Program Management, SDLC, IT Strategy, Cross-functional Team..., IT Management, Process Improvement, Change Management, Business Analysis, Project Management, Project Delivery, IT Service Management, PMI, MS Project, Service Delivery, Resource Management, Leadership, Disaster Recovery, Training, Management, Business Process, ERP, Team Leadership, Microsoft Project, SharePoint, Data Center
Education
St. Ambrose University 1998 — 2000
Masters of Business Administration
Northern Illinois University 1986 — 1990
BS, Engineering Technology/Automated Manufacturing
Melissa Nikolaev's Ameriprise Financial Services, Inc. Experience May 2003 - August 2003
Job CFO Nikolaevs
Industry Real Estate
Experience
Nordstrom May 2006 - December 2009
Bernstein-Rein Advertising May 2005 - May 2006
Ameriprise Financial Services, Inc. May 2003 - August 2003
Skills
Sales, Social Media, Marketing, Microsoft Office, Marketing Strategy, Advertising, Social Media Marketing, Retail, Facebook, Management, Public Relations, Social Networking, Customer Service, Negotiation, PowerPoint, Public Speaking, Sales Management, Strategic Planning, Marketing Communications, Real Estate, Photoshop, Budgets, Microsoft Word, Microsoft Excel, Project Management, Blogging, Online Advertising, Team Leadership, Account Management, SEO, Team Building, Brand Development, Photography, Strategy, Business Development, Contract Negotiation, Financial Analysis, Creative Direction, Nonprofits, Direct Sales
Education
Northeastern University 2001 — 2005
Bachelors, Psychology, Economics, Spanish
Nordstrom May 2006 - December 2009
Bernstein-Rein Advertising May 2005 - May 2006
Ameriprise Financial Services, Inc. May 2003 - August 2003
Skills
Sales, Social Media, Marketing, Microsoft Office, Marketing Strategy, Advertising, Social Media Marketing, Retail, Facebook, Management, Public Relations, Social Networking, Customer Service, Negotiation, PowerPoint, Public Speaking, Sales Management, Strategic Planning, Marketing Communications, Real Estate, Photoshop, Budgets, Microsoft Word, Microsoft Excel, Project Management, Blogging, Online Advertising, Team Leadership, Account Management, SEO, Team Building, Brand Development, Photography, Strategy, Business Development, Contract Negotiation, Financial Analysis, Creative Direction, Nonprofits, Direct Sales
Education
Northeastern University 2001 — 2005
Bachelors, Psychology, Economics, Spanish
HAL E BERGER, CFP's Ameriprise Financial Services, Inc. Experience February 1990 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1990 - Present
Mister McGiddies Creations Ltd. September 1977 - July 1987
Education
Northeastern Illinois University 1974 — 1978
BS, Micro Economics & Psychology & Post Grad Financial Accounting
Ameriprise Financial Services, Inc. February 1990 - Present
Mister McGiddies Creations Ltd. September 1977 - July 1987
Education
Northeastern Illinois University 1974 — 1978
BS, Micro Economics & Psychology & Post Grad Financial Accounting
Deborah A. Piotrowski's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Registered Principal Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Ameriprise Financial Services, Inc. April 2009 - December 2011
Ameriprise Financial Services, Inc. 2005 - April 2009
Education
Northeastern Illinois University 1970 — 1974
BS, Special Education, Elementary Education
Ameriprise Financial Services, Inc. December 2011 - Present
Ameriprise Financial Services, Inc. April 2009 - December 2011
Ameriprise Financial Services, Inc. 2005 - April 2009
Education
Northeastern Illinois University 1970 — 1974
BS, Special Education, Elementary Education
Patrick Hooker's Ameriprise Financial Services, Inc. Experience January 2009 - January 2010
Job Contractor (Aerotek) Inbound Advisor at Financial Engines
Industry Financial Services
Experience
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
Christopher P. Lynch's Ameriprise Financial Services, Inc. Experience August 2007 - December 2008
Job Underwriter Professional Risk at ACE Group
Industry Insurance
Experience
ACE Group October 2014 - Present
Enquiron July 2009 - October 2014
Ameriprise Financial Services, Inc. August 2007 - December 2008
Skills
Strategy, Salesforce.com, New Business Development, Account Management, Management, Sales Management, Financial Services, Team Leadership, Competitive Analysis, Insurance, Training, Public Speaking, Investments, Key Account Management, Problem Solving, Team Facilitation, Directors & Officers..., Employment Practices..., Professional Liability
Education
Northeastern University
Bachelor of Science in Business Administration, Finance and Insurance, Marketing, & Accounting
ACE Group October 2014 - Present
Enquiron July 2009 - October 2014
Ameriprise Financial Services, Inc. August 2007 - December 2008
Skills
Strategy, Salesforce.com, New Business Development, Account Management, Management, Sales Management, Financial Services, Team Leadership, Competitive Analysis, Insurance, Training, Public Speaking, Investments, Key Account Management, Problem Solving, Team Facilitation, Directors & Officers..., Employment Practices..., Professional Liability
Education
Northeastern University
Bachelor of Science in Business Administration, Finance and Insurance, Marketing, & Accounting
Rosemary Nixon's Ameriprise Financial Services, Inc. Experience September 1996 - September 2008
Job Owner, Create Your Best Retirement
Industry Professional Training & Coaching
Experience
Create Your Best Retirement September 2008 - Present
Evershore Financial Group September 2009 - April 2012
Ameriprise Financial Services, Inc. September 1996 - September 2008
Prudential Real Estate 1988 - 1996
Union Trust 1983 - 1988
Colonial Bank 1979 - 1983
YWCA 1975 - 1979
Retired Senior and Volunteer Program (RSVP) 1970 - 1975
Skills
Executive Coaching, Public Speaking, Certified Retirement..., Personal Financial..., Nonprofit Management, Retired Financial..., Blogger, Leadership Development, Nonprofits, Fixed Annuities, Strategic Financial..., Investments, Estate Planning, Entrepreneurship, Mutual Funds, Insurance, Disability Insurance, Strategic Planning, Retirement, Team Building, Financial Planning
Education
MBA, University of Hartford
Master of Arts (M.A.), Finance and Organizational Behavior
Northeastern University
Master's degree, Political Science and Public Administration
Northeastern University
Bachelor's degree, Political Science and Government
Create Your Best Retirement September 2008 - Present
Evershore Financial Group September 2009 - April 2012
Ameriprise Financial Services, Inc. September 1996 - September 2008
Prudential Real Estate 1988 - 1996
Union Trust 1983 - 1988
Colonial Bank 1979 - 1983
YWCA 1975 - 1979
Retired Senior and Volunteer Program (RSVP) 1970 - 1975
Skills
Executive Coaching, Public Speaking, Certified Retirement..., Personal Financial..., Nonprofit Management, Retired Financial..., Blogger, Leadership Development, Nonprofits, Fixed Annuities, Strategic Financial..., Investments, Estate Planning, Entrepreneurship, Mutual Funds, Insurance, Disability Insurance, Strategic Planning, Retirement, Team Building, Financial Planning
Education
MBA, University of Hartford
Master of Arts (M.A.), Finance and Organizational Behavior
Northeastern University
Master's degree, Political Science and Public Administration
Northeastern University
Bachelor's degree, Political Science and Government
Paula Roche Taylor's Ameriprise Financial Services, Inc. Experience January 1991 - April 2011
Job Practice Administrator at Beth Israel Deaconess Medical Center
Industry Design
Experience
Kingston Sign*A*Rama June 2012 - July 2014
Ameriprise Financial Services, Inc. January 1991 - April 2011
High Point Treatment Center August 1986 - January 1991
Skills
Marketing, Leadership, Time Management, Research, Networking, Investments, Business Process, Customer Service, Marketing Strategy, Social Media, Small Business, Strategic Planning
Education
Northeastern University 1981 — 1985
BS
Kingston Sign*A*Rama June 2012 - July 2014
Ameriprise Financial Services, Inc. January 1991 - April 2011
High Point Treatment Center August 1986 - January 1991
Skills
Marketing, Leadership, Time Management, Research, Networking, Investments, Business Process, Customer Service, Marketing Strategy, Social Media, Small Business, Strategic Planning
Education
Northeastern University 1981 — 1985
BS
Mary E. Perkins's Ameriprise Financial Services, Inc. Experience January 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2006 - Present
American Express Financial Advisors 2001 - 2006
Education
Northeastern University 1992 — 1995
M.Ed, Human Development
Ameriprise Financial Services, Inc. January 2006 - Present
American Express Financial Advisors 2001 - 2006
Education
Northeastern University 1992 — 1995
M.Ed, Human Development
Fandell Walker's Ameriprise Financial Services, Inc. Experience August 2010 - August 2012
Job Finance and accounting professional with extensive experience in financial services, analysis, and administration.
Industry Financial Services
Experience
Katy ISD September 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - August 2012
JP Morgan January 2006 - June 2010
TD Ameritrade 2005 - 2006
JPMorgan Chase & Co. March 2003 - January 2005
Skills
Finance, Financial Services, Portfolio Management, Investments, Executive Management, Strategic Financial..., Leadership, Series 7, Life Insurance, Equities, Financial Analysis, Insurance, Securities, Management, Estate Planning, Asset Management, Risk Management, Mergers & Acquisitions, Call Center, Wealth Management, Series 63, Banking, Trading, Investment Strategies, Mutual Funds, Credit, Loans, Investment Advisory, Retirement Planning, Fixed Income, Financial Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Guilford High School
Guilford High School
Guilford High School
Northern Illinois University
Northern Illinois University
Northern Illinois University
Katy ISD September 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - August 2012
JP Morgan January 2006 - June 2010
TD Ameritrade 2005 - 2006
JPMorgan Chase & Co. March 2003 - January 2005
Skills
Finance, Financial Services, Portfolio Management, Investments, Executive Management, Strategic Financial..., Leadership, Series 7, Life Insurance, Equities, Financial Analysis, Insurance, Securities, Management, Estate Planning, Asset Management, Risk Management, Mergers & Acquisitions, Call Center, Wealth Management, Series 63, Banking, Trading, Investment Strategies, Mutual Funds, Credit, Loans, Investment Advisory, Retirement Planning, Fixed Income, Financial Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Guilford High School
Guilford High School
Guilford High School
Northern Illinois University
Northern Illinois University
Northern Illinois University
Cassidy Eklund's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Monster Tool January 2011 - May 2015
Monster Tool September 2008 - January 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Sales, Team Building, Event Planning, Time Management, Public Speaking
Education
University of Minnesota Duluth 2005 — 2006
North Hennepin Community College 2004 — 2005
Associate’s Degree
Ameriprise Financial Services, Inc. July 2015 - Present
Monster Tool January 2011 - May 2015
Monster Tool September 2008 - January 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Sales, Team Building, Event Planning, Time Management, Public Speaking
Education
University of Minnesota Duluth 2005 — 2006
North Hennepin Community College 2004 — 2005
Associate’s Degree
Anna Butskaya's Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job Sr. Manager Legal Affairs at Ameriprise Financial Services, Inc.
Industry Legal Services
Experience
Ameriprise Financial Services, Inc. June 2000 - Present
Crosby & Grimshaw 1996 - 2000
Skills
Insurance, Mutual Funds, Asset Management, Series 7, Corporate Law, Analysis, Financial Services, Leadership, Financial Analysis, Securities, FINRA
Education
North Hennepin Community College 1996 — 1999
Paralegal Certificate, Legal Assistant/Paralegal
University of Zaporozhye, Ukraine 1982 — 1987
Bachelor of Science (B.S.), Foreign Languages and Literatures, General
Ameriprise Financial Services, Inc. June 2000 - Present
Crosby & Grimshaw 1996 - 2000
Skills
Insurance, Mutual Funds, Asset Management, Series 7, Corporate Law, Analysis, Financial Services, Leadership, Financial Analysis, Securities, FINRA
Education
North Hennepin Community College 1996 — 1999
Paralegal Certificate, Legal Assistant/Paralegal
University of Zaporozhye, Ukraine 1982 — 1987
Bachelor of Science (B.S.), Foreign Languages and Literatures, General
Jonathan Stupsky's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Business Systems Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Wells Fargo August 2014 - January 2015
Lender Processing Services, Inc. (LPS) August 2010 - January 2014
Solutran March 2005 - June 2010
Solutran February 2004 - March 2005
Skills
Sales Management, Salesforce.com, Solution Selling, Vendor Management, Sales, Retail, Process Improvement, Payments, Payment Card Processing, Marketing, Electronic Payments, Data Analysis, Customer Service, Business Development, Business Analysis, Banking, B2B, Account Management, ACH, Product Management
Education
Northern Michigan University 1998 — 2003
Business Management, Business Management
Ameriprise Financial Services, Inc. August 2015 - Present
Wells Fargo August 2014 - January 2015
Lender Processing Services, Inc. (LPS) August 2010 - January 2014
Solutran March 2005 - June 2010
Solutran February 2004 - March 2005
Skills
Sales Management, Salesforce.com, Solution Selling, Vendor Management, Sales, Retail, Process Improvement, Payments, Payment Card Processing, Marketing, Electronic Payments, Data Analysis, Customer Service, Business Development, Business Analysis, Banking, B2B, Account Management, ACH, Product Management
Education
Northern Michigan University 1998 — 2003
Business Management, Business Management
Steve Parolini, APMA®'s Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Associate Financial Advisor with the practice of Rush N. Hodgin at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
First Niagara Bank October 2011 - June 2012
Federated Investors 2005 - September 2011
United States Marine Corps 1988 - 1993
Education
Northern Illinois University 1997 — 1999
B.A., Communications - Media Production
Ameriprise Financial Services, Inc. July 2012 - Present
First Niagara Bank October 2011 - June 2012
Federated Investors 2005 - September 2011
United States Marine Corps 1988 - 1993
Education
Northern Illinois University 1997 — 1999
B.A., Communications - Media Production
Andy Matzke's Ameriprise Financial Services, Inc. Experience June 2010 - March 2013
Job Customer Service/Transportation/IT
Industry Transportation/Trucking/Railroad
Experience
Imperial Supplies September 2013 - January 2014
Camera Corner/Connecting Point May 2013 - July 2013
Ameriprise Financial Services, Inc. June 2010 - March 2013
Shopko January 2009 - January 2010
Abercrombie & Fitch August 2007 - January 2009
Reeve Memorial Union February 2003 - June 2007
City of Green Bay June 2003 - August 2003
UWO Residence Life 2002 - 2003
Skills
Property & Casualty..., Umbrella Insurance, Sales, Insurance, Event Planning, Customer Service, Computer Hardware, Computer Proficiency, Computers, Events Coordination, Public Speaking, Social Media, Advertising, Microsoft Office, PowerPoint, Microsoft Excel, Marketing Communications, Merchandising, Retail, Management, Team Management, Cashiering, Cash Register, Deposits, Daily Deposits, Event Management, Team Building, Team Leadership, Teamwork, Programming, Networking, Group Dynamics, Call Centers, Social Networking, Cold Calling, Training, Leadership Development, Hiring
Education
Northeast Wisconsin Technical College 2014 — 2015
Associate's degree, Network Specialist
University of Wisconsin-Oshkosh 2002 — 2009
Bachelor, Communications
Imperial Supplies September 2013 - January 2014
Camera Corner/Connecting Point May 2013 - July 2013
Ameriprise Financial Services, Inc. June 2010 - March 2013
Shopko January 2009 - January 2010
Abercrombie & Fitch August 2007 - January 2009
Reeve Memorial Union February 2003 - June 2007
City of Green Bay June 2003 - August 2003
UWO Residence Life 2002 - 2003
Skills
Property & Casualty..., Umbrella Insurance, Sales, Insurance, Event Planning, Customer Service, Computer Hardware, Computer Proficiency, Computers, Events Coordination, Public Speaking, Social Media, Advertising, Microsoft Office, PowerPoint, Microsoft Excel, Marketing Communications, Merchandising, Retail, Management, Team Management, Cashiering, Cash Register, Deposits, Daily Deposits, Event Management, Team Building, Team Leadership, Teamwork, Programming, Networking, Group Dynamics, Call Centers, Social Networking, Cold Calling, Training, Leadership Development, Hiring
Education
Northeast Wisconsin Technical College 2014 — 2015
Associate's degree, Network Specialist
University of Wisconsin-Oshkosh 2002 — 2009
Bachelor, Communications
Paul Lamaster's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Paraplanner/ RP Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
Education
Northern Illinois University 2000 — 2001
Ameriprise Financial Services, Inc. January 2009 - Present
Education
Northern Illinois University 2000 — 2001
Scott Gehrig's Ameriprise Financial Services, Inc. Experience April 2007 - November 2010
Job Escalation Engineer
Industry Information Technology and Services
Experience
Unisys March 2015 - Present
Columbia Management November 2010 - March 2015
Ameriprise Financial Services, Inc. April 2007 - November 2010
American Express Financial Advisors December 1995 - May 2002
Skills
Business Analysis, Mutual Funds, Microsoft Office, Outlook, Visio, Service Delivery, Lotus Notes, Series 6, Series 63, Mainframe, OS/390, JCL, SDSF, Production Support, Peregrine, UAT coordination, Knowledge Management, IT Service Management, Customer Service, Thin Computing, Citrix, Series 7, SharePoint, Help Desk Support, IBM Mainframe, CICS, Problem Management, TSO, Technical Writing, Vendor Management, Process Improvement
Education
North Hennepin Community College 1993 — 1997
University of Minnesota-Duluth 1986 — 1987
Unisys March 2015 - Present
Columbia Management November 2010 - March 2015
Ameriprise Financial Services, Inc. April 2007 - November 2010
American Express Financial Advisors December 1995 - May 2002
Skills
Business Analysis, Mutual Funds, Microsoft Office, Outlook, Visio, Service Delivery, Lotus Notes, Series 6, Series 63, Mainframe, OS/390, JCL, SDSF, Production Support, Peregrine, UAT coordination, Knowledge Management, IT Service Management, Customer Service, Thin Computing, Citrix, Series 7, SharePoint, Help Desk Support, IBM Mainframe, CICS, Problem Management, TSO, Technical Writing, Vendor Management, Process Improvement
Education
North Hennepin Community College 1993 — 1997
University of Minnesota-Duluth 1986 — 1987
Shelly Dodson's Ameriprise Financial Services, Inc. Experience September 2005 - December 2005
Job Owner, Dodson & Associates
Industry Management Consulting
Experience
Dodson & Associates January 2006 - Present
Ameriprise Financial Services, Inc. September 2005 - December 2005
American Express Financial Advisors 2000 - 2005
American Express 1982 - 2005
Education
University of Phoenix 1996 — 1998
MAOM, Oganizational Management
Northern Arizona University 1978 — 1982
BS, Criminal Justice
Dodson & Associates January 2006 - Present
Ameriprise Financial Services, Inc. September 2005 - December 2005
American Express Financial Advisors 2000 - 2005
American Express 1982 - 2005
Education
University of Phoenix 1996 — 1998
MAOM, Oganizational Management
Northern Arizona University 1978 — 1982
BS, Criminal Justice
Abigail Bush's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Education
Northern Michigan University 2006 — 2010
Ameriprise Financial Services, Inc. January 2011 - Present
Education
Northern Michigan University 2006 — 2010
Peter Rando's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Admin Assistant at Ameriprise Financial Services, Inc.
Industry Consumer Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Amscot Financial Services October 2007 - August 2009
MFS Investment Management 2000 - 2007
Skills
Data Entry, Accounting, Customer Service, Insurance, Microsoft Excel, Team Leadership, Payroll, Financial Services, Mutual Funds, Investments, 401k, Finance
Education
Northeastern University 1974 — 1979
BS, Business Management
Ameriprise Financial Services, Inc. September 2013 - Present
Amscot Financial Services October 2007 - August 2009
MFS Investment Management 2000 - 2007
Skills
Data Entry, Accounting, Customer Service, Insurance, Microsoft Excel, Team Leadership, Payroll, Financial Services, Mutual Funds, Investments, 401k, Finance
Education
Northeastern University 1974 — 1979
BS, Business Management
Julie Dornbusch's Ameriprise Financial Services, Inc. Experience October 2011 - March 2012
Job Senior Compensation Consultant at Hennepin County Medical Center
Industry Human Resources
Experience
Hennepin County Medical Center October 2014 - Present
CHS September 2012 - May 2014
Ameriprise Financial Services, Inc. October 2011 - March 2012
St. Jude Medical January 2011 - May 2011
CHS October 2010 - November 2010
St. Jude Medical October 2009 - April 2010
Ceridian Corporation January 2000 - January 2009
Super Valu January 1999 - January 2000
Centura Health January 1998 - January 1999
Multifoods Specialty Distribution January 1994 - January 1998
Skills
Deferred Compensation, HRIS, Human Resources, Executive Pay, Incentive Programs, Salary, Job Evaluation, Job Descriptions, Personnel Management, Compensation & Benefit, Training, FLSA, Talent Acquisition, Employee Relations, Benefits Administration
Education
Northern Arizona University 1991 — 1993
BSBA, Human Resources
Northern Arizona University
B.S, Human Resource Management; Business Administration
Hennepin County Medical Center October 2014 - Present
CHS September 2012 - May 2014
Ameriprise Financial Services, Inc. October 2011 - March 2012
St. Jude Medical January 2011 - May 2011
CHS October 2010 - November 2010
St. Jude Medical October 2009 - April 2010
Ceridian Corporation January 2000 - January 2009
Super Valu January 1999 - January 2000
Centura Health January 1998 - January 1999
Multifoods Specialty Distribution January 1994 - January 1998
Skills
Deferred Compensation, HRIS, Human Resources, Executive Pay, Incentive Programs, Salary, Job Evaluation, Job Descriptions, Personnel Management, Compensation & Benefit, Training, FLSA, Talent Acquisition, Employee Relations, Benefits Administration
Education
Northern Arizona University 1991 — 1993
BSBA, Human Resources
Northern Arizona University
B.S, Human Resource Management; Business Administration
Ann Jirele's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Health and Welfare Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Cargill, Inc February 2012 - January 2015
Cargill, Inc March 2008 - February 2012
Michael Foods, Inc January 2001 - March 2008
Michael Foods, Inc. December 1999 - January 2001
Michael Foods, Inc August 1999 - December 1999
Skills
HRIS, Employee Benefits, Benefits Administration, PeopleSoft, Process Improvement, Performance Management, Project Management, Human Resources, Microsoft Excel, Payroll, Budgets, Customer Service, Vendor Management, Management
Education
University of Minnesota 1997 — 1998
North Hennepin Community College 1996 — 1997
Ameriprise Financial Services, Inc. January 2015 - Present
Cargill, Inc February 2012 - January 2015
Cargill, Inc March 2008 - February 2012
Michael Foods, Inc January 2001 - March 2008
Michael Foods, Inc. December 1999 - January 2001
Michael Foods, Inc August 1999 - December 1999
Skills
HRIS, Employee Benefits, Benefits Administration, PeopleSoft, Process Improvement, Performance Management, Project Management, Human Resources, Microsoft Excel, Payroll, Budgets, Customer Service, Vendor Management, Management
Education
University of Minnesota 1997 — 1998
North Hennepin Community College 1996 — 1997
Amber Tavares's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Senior Compensation Analyst at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - January 2015
Columbia Management 2010 - 2013
Columbia Management 2008 - 2010
Beth Israel Deaconess Medical Center 2005 - 2008
Skills
Asset Management, Human Resources, Microsoft Excel, Customer Service, Data Analysis
Education
Northeastern University
Northeastern University
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - January 2015
Columbia Management 2010 - 2013
Columbia Management 2008 - 2010
Beth Israel Deaconess Medical Center 2005 - 2008
Skills
Asset Management, Human Resources, Microsoft Excel, Customer Service, Data Analysis
Education
Northeastern University
Northeastern University
Mary Jo Vokal's Ameriprise Financial Services, Inc. Experience 1995 - 2006
Job Retail Professional
Industry Retail
Experience
Recover Health, Inc 2011 - Present
Ameriprise Financial Services, Inc. 1995 - 2006
Education
Muskegon Catholic Central
North Hennepin Community College
Recover Health, Inc 2011 - Present
Ameriprise Financial Services, Inc. 1995 - 2006
Education
Muskegon Catholic Central
North Hennepin Community College
Gail Krutzig's Ameriprise Financial Services, Inc. Experience July 2004 - September 2007
Job Administrative Assistant at Stubbe & Associates
Industry Consumer Services
Experience
Stubbe & Associates January 2013 - Present
Office Team/Mission Healthcare, LLC August 2012 - December 2012
GE Capital Fleet Services/The Fountain Group August 2011 - August 2012
Spherion/Best Buy May 2010 - June 2011
DavidMorton LLC February 2008 - April 2010
Kelly Services/Allianz Life November 2007 - February 2008
Ameriprise Financial Services, Inc. July 2004 - September 2007
Jostens March 2003 - July 2004
Com-Ply With Us November 1999 - March 2003
IDS Financial Services/American Express Financial October 1987 - November 1999
Skills
Highly detail oriented, Exceptionally Organized, Records Management, Supervisory Experience, Anticipation, Problem Solving, Dedicated Professional, Project Coordination, Executive..., Event Planning, Microsoft Office, Office Administration, Customer Service, Team Building, Budgets, Office Management, Microsoft Excel, Spreadsheets, Administrative..., Training
Education
Brainerd Vocational Technical School 1978 — 1979
Certificate, Secretarial
Northern Virginia Community College
N/A, Computer Programming
University of Minnesota - Carlson School of Management
N/A, Accounting
Stubbe & Associates January 2013 - Present
Office Team/Mission Healthcare, LLC August 2012 - December 2012
GE Capital Fleet Services/The Fountain Group August 2011 - August 2012
Spherion/Best Buy May 2010 - June 2011
DavidMorton LLC February 2008 - April 2010
Kelly Services/Allianz Life November 2007 - February 2008
Ameriprise Financial Services, Inc. July 2004 - September 2007
Jostens March 2003 - July 2004
Com-Ply With Us November 1999 - March 2003
IDS Financial Services/American Express Financial October 1987 - November 1999
Skills
Highly detail oriented, Exceptionally Organized, Records Management, Supervisory Experience, Anticipation, Problem Solving, Dedicated Professional, Project Coordination, Executive..., Event Planning, Microsoft Office, Office Administration, Customer Service, Team Building, Budgets, Office Management, Microsoft Excel, Spreadsheets, Administrative..., Training
Education
Brainerd Vocational Technical School 1978 — 1979
Certificate, Secretarial
Northern Virginia Community College
N/A, Computer Programming
University of Minnesota - Carlson School of Management
N/A, Accounting
Philip Phung's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Student at The University of Montana School of Business Administration
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - August 2011
North Seattle Community College September 2009 - August 2010
Skills
Long-term planner, Tech-savvy, Open-mindedness, Interpersonal..., Collaborative Problem..., negotiating skills
Education
The University of Montana - School of Business Administration 2010 — 2012
Bachelor of Science (BS), Finance and Management
North Seattle Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. May 2011 - August 2011
North Seattle Community College September 2009 - August 2010
Skills
Long-term planner, Tech-savvy, Open-mindedness, Interpersonal..., Collaborative Problem..., negotiating skills
Education
The University of Montana - School of Business Administration 2010 — 2012
Bachelor of Science (BS), Finance and Management
North Seattle Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Justin Semke's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Federated MDT Advisers 2013 - 2013
Brown Brothers Harriman 2012 - 2012
Sapers & Wallack, Inc. 2011 - 2011
The Solar Energy Consortium 2010 - 2010
Education
Northeastern University 2009 — 2014
Ameriprise Financial Services, Inc. June 2014 - Present
Federated MDT Advisers 2013 - 2013
Brown Brothers Harriman 2012 - 2012
Sapers & Wallack, Inc. 2011 - 2011
The Solar Energy Consortium 2010 - 2010
Education
Northeastern University 2009 — 2014
Craig Eliason's Ameriprise Financial Services, Inc. Experience January 2002 - Present
Job Underwriting Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2002 - Present
Skills
Disability Insurance, Insurance, Underwriting, Retirement Planning, Term Life Insurance, Risk Management, Long-term Care, Health Insurance, Employee Benefits, Financial Risk, Retirement, Brokers, Claim
Education
Northern Michigan University
BS, Marketing
Ameriprise Financial Services, Inc. January 2002 - Present
Skills
Disability Insurance, Insurance, Underwriting, Retirement Planning, Term Life Insurance, Risk Management, Long-term Care, Health Insurance, Employee Benefits, Financial Risk, Retirement, Brokers, Claim
Education
Northern Michigan University
BS, Marketing
Deborah McLagan's Ameriprise Financial Services, Inc. Experience March 2011 - April 2013
Job Elementary Data Collection Coordinator at Anoka Hennepin School District 11
Industry Financial Services
Experience
Anoka Hennepin School District 11 April 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - April 2013
Ameriprise Financial Services, Inc. August 1990 - April 2013
Ameriprise Financial Services, Inc. January 2007 - May 2010
Ameriprise Financial Services, Inc. 2008 - 2009
Skills
Project Analysis, Test Planning, Test Management, Test Cases, Usability Testing, Regression Testing, User Acceptance Testing, User Documentation, System Conversion, Production Support, Business Continuity..., Disaster Recovery, Technology, Compensation Program..., General Corporate..., Compliance, Visio, Microsoft Excel, Microsoft Word, Provision, Requirement Database, Testing Database, Quality Center, Business Requirements, SDLC, Business Analysis, Leadership, Process Improvement, Requirements Gathering
Education
North Hennepin Community College 2006 — 2010
Associate of Arts (A.A.)
Anoka Hennepin School District 11 April 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - April 2013
Ameriprise Financial Services, Inc. August 1990 - April 2013
Ameriprise Financial Services, Inc. January 2007 - May 2010
Ameriprise Financial Services, Inc. 2008 - 2009
Skills
Project Analysis, Test Planning, Test Management, Test Cases, Usability Testing, Regression Testing, User Acceptance Testing, User Documentation, System Conversion, Production Support, Business Continuity..., Disaster Recovery, Technology, Compensation Program..., General Corporate..., Compliance, Visio, Microsoft Excel, Microsoft Word, Provision, Requirement Database, Testing Database, Quality Center, Business Requirements, SDLC, Business Analysis, Leadership, Process Improvement, Requirements Gathering
Education
North Hennepin Community College 2006 — 2010
Associate of Arts (A.A.)
Devin Eldridge's Ameriprise Financial Services, Inc. Experience November 1997 - Present
Job Customer Service Rep at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1997 - Present
Skills
Series 6, Thomson and Sungard..., •Extensive phone and..., •Experience providing...
Education
Northern State University 1990 — 1995
Bachelor of Science (BS), History
Ameriprise Financial Services, Inc. November 1997 - Present
Skills
Series 6, Thomson and Sungard..., •Extensive phone and..., •Experience providing...
Education
Northern State University 1990 — 1995
Bachelor of Science (BS), History
Cameron Mattheson's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Student at Northeastern University
Industry Health, Wellness and Fitness
Experience
Northeastern University September 2012 - Present
LevelUp January 2015 - June 2015
PUMA North America January 2014 - June 2014
CrossFit Prototype June 2013 - August 2013
Ameriprise Financial Services, Inc. June 2013 - August 2013
Law Offices of Williwam R. Bloom September 2010 - August 2012
Skills
Higher Education, Microsoft Word, Microsoft Excel, Salesforce.com
Education
Northeastern University 2012 — 2017
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Marketing
Northeastern University September 2012 - Present
LevelUp January 2015 - June 2015
PUMA North America January 2014 - June 2014
CrossFit Prototype June 2013 - August 2013
Ameriprise Financial Services, Inc. June 2013 - August 2013
Law Offices of Williwam R. Bloom September 2010 - August 2012
Skills
Higher Education, Microsoft Word, Microsoft Excel, Salesforce.com
Education
Northeastern University 2012 — 2017
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Marketing
Matt Savoti's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Fidelity Investments 2006 - 2009
Skills
Leadership, Project Management, Program Management
Education
Northern Kentucky University 2009 — 2010
Master of Accountancy
Xavier University 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Xavier University 1996 — 2000
Bachelor of Arts (B.A.), Communications
Ameriprise Financial Services, Inc. 2009 - Present
Fidelity Investments 2006 - 2009
Skills
Leadership, Project Management, Program Management
Education
Northern Kentucky University 2009 — 2010
Master of Accountancy
Xavier University 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Xavier University 1996 — 2000
Bachelor of Arts (B.A.), Communications
Charlotte Kaplan's Ameriprise Financial Services, Inc. Experience February 2011 - November 2011
Job Tax Accountant
Industry Accounting
Experience
AmeriPride Services April 2015 - Present
MoneyGram International August 2012 - October 2014
Robert Half Finance & Accounting January 2012 - July 2012
Ameriprise Financial Services, Inc. February 2011 - November 2011
Skills
Tax Returns, Tax Preparation, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Team Building, Research, Leadership, Account Reconciliation, Accounting, Financial Reporting, General Ledger, Financial Analysis, Process Improvement
Education
University of St. Thomas - Opus College of Business 2008 — 2011
Accounting
North Hennepin Community College
Associate of Arts (AA)
AmeriPride Services April 2015 - Present
MoneyGram International August 2012 - October 2014
Robert Half Finance & Accounting January 2012 - July 2012
Ameriprise Financial Services, Inc. February 2011 - November 2011
Skills
Tax Returns, Tax Preparation, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Team Building, Research, Leadership, Account Reconciliation, Accounting, Financial Reporting, General Ledger, Financial Analysis, Process Improvement
Education
University of St. Thomas - Opus College of Business 2008 — 2011
Accounting
North Hennepin Community College
Associate of Arts (AA)
Chu Gao's Ameriprise Financial Services, Inc. Experience November 2014 - September 2015
Job Dedicated and motivated Jr. Developer with a wide array of technology expertise seeking a programmer/ developer position
Industry Computer Software
Experience
Ameriprise Financial Services, Inc. November 2014 - September 2015
Northern Illinois University August 2013 - May 2014
Chongqing Communication Construction Group June 2013 - July 2013
Skills
COBOL, JCL, Assembler, SQL, Java, C#, C, PHP, Visual Studio, MySQL, HTML, CSS, JavaScript, JSP, XML, Software Engineering, SAS Programming, SharePoint, Microsoft SQL Server
Education
Northern Illinois University 2012 — 2014
Master's Degree, Computer Science, 3.86/4.00
Beijing Jiaotong University 2007 — 2011
Bachelor’s Degree, Computer Science
Ameriprise Financial Services, Inc. November 2014 - September 2015
Northern Illinois University August 2013 - May 2014
Chongqing Communication Construction Group June 2013 - July 2013
Skills
COBOL, JCL, Assembler, SQL, Java, C#, C, PHP, Visual Studio, MySQL, HTML, CSS, JavaScript, JSP, XML, Software Engineering, SAS Programming, SharePoint, Microsoft SQL Server
Education
Northern Illinois University 2012 — 2014
Master's Degree, Computer Science, 3.86/4.00
Beijing Jiaotong University 2007 — 2011
Bachelor’s Degree, Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank