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
Daniel Gunn Daniel Gunn's Ameriprise Financial Services, Inc. Experience June 2011 - June 2012
Job Small Business Solutions Representative at U.S. Bank
Industry Photography
Experience
U.S. Bank March 2015 - Present
Long Life Massage February 2005 - Present
Como Law Firm January 2013 - February 2015
Wells Fargo April 2014 - June 2014
Ameriprise Financial Services, Inc. June 2011 - June 2012
ECMC December 2009 - May 2011
Ameriprise Financial Services, Inc. June 2006 - November 2008
Caribou Coffee October 2004 - October 2007
Pitney Bowes, Barr Engineering June 2005 - February 2006
University of Minnesota April 2000 - June 2002
Skills
Medical Massage, Reiki, Sports Massage, Public Speaking, Customer Service, Event Planning, Coaching, Training, Wellness, Workshop Facilitation, Non-profits, Data Entry, Microsoft Office, Healthcare, Research, Social Media, Leadership, Teaching, Microsoft Word, Fundraising, PowerPoint, Microsoft Excel, Nutrition, Therapeutic Massage, Time Management, Pain Management, Deep Tissue Massage, Swedish, Social Networking, Outlook, Small Business, Community Outreach, Administrative..., Fitness, Call Centers, Team Building, Stretching, Staff Development, Office Management, Facebook, PeopleSoft, Myofascial Release, Data Analysis, Event Management, Analysis, Entrepreneurship, Client Services, Corporations, Access, Interviews
Education
Aveda Institute-Minneapolis 2008 — 2009
Masage Therapy, Massage Therapy Program
U.S. Bank March 2015 - Present
Long Life Massage February 2005 - Present
Como Law Firm January 2013 - February 2015
Wells Fargo April 2014 - June 2014
Ameriprise Financial Services, Inc. June 2011 - June 2012
ECMC December 2009 - May 2011
Ameriprise Financial Services, Inc. June 2006 - November 2008
Caribou Coffee October 2004 - October 2007
Pitney Bowes, Barr Engineering June 2005 - February 2006
University of Minnesota April 2000 - June 2002
Skills
Medical Massage, Reiki, Sports Massage, Public Speaking, Customer Service, Event Planning, Coaching, Training, Wellness, Workshop Facilitation, Non-profits, Data Entry, Microsoft Office, Healthcare, Research, Social Media, Leadership, Teaching, Microsoft Word, Fundraising, PowerPoint, Microsoft Excel, Nutrition, Therapeutic Massage, Time Management, Pain Management, Deep Tissue Massage, Swedish, Social Networking, Outlook, Small Business, Community Outreach, Administrative..., Fitness, Call Centers, Team Building, Stretching, Staff Development, Office Management, Facebook, PeopleSoft, Myofascial Release, Data Analysis, Event Management, Analysis, Entrepreneurship, Client Services, Corporations, Access, Interviews
Education
Aveda Institute-Minneapolis 2008 — 2009
Masage Therapy, Massage Therapy Program
Trevor Johnson, CLU Trevor Johnson, CLU's Ameriprise Financial Services, Inc. Experience December 2011 - March 2013
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
RiverSource May 2015 - Present
RiverSource April 2015 - May 2015
The Guardian Life Insurance Company of America March 2013 - March 2015
Ameriprise Financial Services, Inc. December 2011 - March 2013
Ameriprise Financial Services, Inc. December 2005 - December 2011
Ameriprise Financial Services, Inc. January 2003 - December 2005
American Express Financial Advisors June 2001 - December 2002
Skills
Estate Planning, Business Planning, Insurance Planning, Series 7, Series 66, Financial Planning, Insurance, Consultative Selling, Strategic Financial..., Uniform Combined State..., Life Insurance, Financial Planners, Selling, Financial Services, Disability Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Finance, Series 6, Retirement, Fixed Annuities, Underwriting, Asset Allocation, Variable Annuities, Wealth Management, Investment Advisory, Long-term Care, Securities, FINRA, 401k, Sales
Education
Augsburg College 1997 — 2001
Bachelor of Arts, Economics and Business Administration
Augsburg College 1997 — 2001
Economics and Business Administration
RiverSource May 2015 - Present
RiverSource April 2015 - May 2015
The Guardian Life Insurance Company of America March 2013 - March 2015
Ameriprise Financial Services, Inc. December 2011 - March 2013
Ameriprise Financial Services, Inc. December 2005 - December 2011
Ameriprise Financial Services, Inc. January 2003 - December 2005
American Express Financial Advisors June 2001 - December 2002
Skills
Estate Planning, Business Planning, Insurance Planning, Series 7, Series 66, Financial Planning, Insurance, Consultative Selling, Strategic Financial..., Uniform Combined State..., Life Insurance, Financial Planners, Selling, Financial Services, Disability Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Finance, Series 6, Retirement, Fixed Annuities, Underwriting, Asset Allocation, Variable Annuities, Wealth Management, Investment Advisory, Long-term Care, Securities, FINRA, 401k, Sales
Education
Augsburg College 1997 — 2001
Bachelor of Arts, Economics and Business Administration
Augsburg College 1997 — 2001
Economics and Business Administration
Sarah Hensley Sarah Hensley's Ameriprise Financial Services, Inc. Experience August 2012 - May 2015
Job Client Service Coordinator at Richard Young & Associates
Industry Financial Services
Experience
Richard Young Associates May 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - May 2015
The Singing Princesses May 2011 - May 2015
Augusta Pediatric Associates, LLC 2002 - 2010
North Georgia Eye Clinic and Surgery Center 2003 - 2007
Skills
Customer Service, Marketing, Microsoft Excel, Public Speaking, Microsoft Office, Process Improvement, Health Insurance, PowerPoint, Research, Facebook, Office Management, Theatre, Singing, Performing Arts, Social Networking, Social Media, Finance, Event Planning, Public Relations
Education
Augusta State University 1999 — 2001
Bachelor of Arts (BA), Minor in Business Administration, History
Columbus State University 1997 — 1999
Music Performance, Vocal
Richard Young Associates May 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - May 2015
The Singing Princesses May 2011 - May 2015
Augusta Pediatric Associates, LLC 2002 - 2010
North Georgia Eye Clinic and Surgery Center 2003 - 2007
Skills
Customer Service, Marketing, Microsoft Excel, Public Speaking, Microsoft Office, Process Improvement, Health Insurance, PowerPoint, Research, Facebook, Office Management, Theatre, Singing, Performing Arts, Social Networking, Social Media, Finance, Event Planning, Public Relations
Education
Augusta State University 1999 — 2001
Bachelor of Arts (BA), Minor in Business Administration, History
Columbus State University 1997 — 1999
Music Performance, Vocal
William Bengtson William Bengtson's Ameriprise Financial Services, Inc. Experience January 2014 - June 2014
Job Leadership Consultant and President at Minnesota Leadership Institute
Industry Management Consulting
Experience
Minnesota Leadership Institute January 2015 - Present
University of St. Thomas May 2010 - Present
Klein Bank August 2014 - December 2014
Trissential April 2011 - December 2014
Ameriprise Financial Services, Inc. January 2014 - June 2014
MoneyGram International June 2012 - December 2013
Ameriprise Financial Services, Inc. June 2011 - June 2012
Xcel Energy March 2011 - June 2011
Daugherty Business Solutions 2010 - 2011
Medica May 2009 - February 2010
Skills
PMI, Public Speaking, Process Improvement, Program Management, Business Process..., CRM, ERP, Team Leadership, IT Strategy, Visio, Change Management, PMP, Integration, Leadership, Strategy
Education
University of Saint Thomas 2010 — 2016
EdD in progress, Leadership
Augsburg College 2005 — 2009
MA, Leadership
Minnesota State University, Mankato 1983 — 1984
BA, Computer Science/Business Adiminstration
University of Minnesota-Twin Cities 1982 — 1983
Pre-engineering
Normandale Community College 1980 — 1982
Hopkins Eisenhower High School
Hopkins Eisenhower High School
Minnesota Leadership Institute January 2015 - Present
University of St. Thomas May 2010 - Present
Klein Bank August 2014 - December 2014
Trissential April 2011 - December 2014
Ameriprise Financial Services, Inc. January 2014 - June 2014
MoneyGram International June 2012 - December 2013
Ameriprise Financial Services, Inc. June 2011 - June 2012
Xcel Energy March 2011 - June 2011
Daugherty Business Solutions 2010 - 2011
Medica May 2009 - February 2010
Skills
PMI, Public Speaking, Process Improvement, Program Management, Business Process..., CRM, ERP, Team Leadership, IT Strategy, Visio, Change Management, PMP, Integration, Leadership, Strategy
Education
University of Saint Thomas 2010 — 2016
EdD in progress, Leadership
Augsburg College 2005 — 2009
MA, Leadership
Minnesota State University, Mankato 1983 — 1984
BA, Computer Science/Business Adiminstration
University of Minnesota-Twin Cities 1982 — 1983
Pre-engineering
Normandale Community College 1980 — 1982
Hopkins Eisenhower High School
Hopkins Eisenhower High School
Laura Novotny Laura Novotny's Ameriprise Financial Services, Inc. Experience March 2005 - September 2011
Job Account Manager for Health Management at IPMG
Industry Health, Wellness and Fitness
Experience
IPMG March 2013 - Present
IPMG September 2011 - Present
Ameriprise Financial Services, Inc. March 2005 - September 2011
Skills
Microsoft Excel, Insurance, Outlook, Leadership, Team Building, Employee Benefits, Call Centers, Public Speaking, Process Improvement, Customer Service, Software Documentation, Wellness
Education
Augustana College
IPMG March 2013 - Present
IPMG September 2011 - Present
Ameriprise Financial Services, Inc. March 2005 - September 2011
Skills
Microsoft Excel, Insurance, Outlook, Leadership, Team Building, Employee Benefits, Call Centers, Public Speaking, Process Improvement, Customer Service, Software Documentation, Wellness
Education
Augustana College
Tony Madsen, CFP® Tony Madsen, CFP®'s Ameriprise Financial Services, Inc. Experience July 2009 - March 2011
Job Financial Advisor at Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice February 2014 - Present
Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice June 2013 - February 2014
Ameriprise Financial March 2011 - June 2013
Ameriprise Financial Services, Inc. July 2009 - March 2011
Education
Augustana University (SD) 2004 — 2007
Bachelor of Arts, Business Administration
RVHS
Redwood Valley High School
Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice February 2014 - Present
Biekkola & Associates, An Ameriprise Private Wealth Advisory Practice June 2013 - February 2014
Ameriprise Financial March 2011 - June 2013
Ameriprise Financial Services, Inc. July 2009 - March 2011
Education
Augustana University (SD) 2004 — 2007
Bachelor of Arts, Business Administration
RVHS
Redwood Valley High School
Nancy Woizeschke Nancy Woizeschke's Ameriprise Financial Services, Inc. Experience 1986 - 1998
Job Business Analyst
Industry Financial Services
Experience
Improving Enterprises President/CEOJuneau Convention and Visitors Bureau2013 - February 2015
Alaskan Brewing Company June 2005 - February 2013
Smith Barney April 2000 - May 2005
State of Alaska February 1998 - April 2000
Ameriprise Financial Services, Inc. 1986 - 1998
Skills
Marketing, Key Account Development, Beer, National Accounts, Microsoft Word, Budgets, Social Media Marketing, New Business Development, IRI, PowerPoint, Microsoft Excel, Social Media, Event Planning, Non-profits, Microsoft Office, Sales Management, Inventory Management, Restaurants, Alcoholic Beverages, Team Building, Sales, Food & Beverage, Merchandising, Nonprofits, Public Relations, Marketing Strategy, Strategic Planning, Beverage Industry, Forecasting, Product Development, Social Networking, Trade Shows, Event Management, Food, Customer Service, Account Management, Hospitality, Brand Management, Brewing, Brand Development, Market Research, Craft Beer, Direct Store Delivery, Advertising, Media Relations, Sponsorship, Competitive Analysis, Marketing Communications, Online Marketing
Education
Augsburg College
Windom Area High School
Improving Enterprises President/CEOJuneau Convention and Visitors Bureau2013 - February 2015
Alaskan Brewing Company June 2005 - February 2013
Smith Barney April 2000 - May 2005
State of Alaska February 1998 - April 2000
Ameriprise Financial Services, Inc. 1986 - 1998
Skills
Marketing, Key Account Development, Beer, National Accounts, Microsoft Word, Budgets, Social Media Marketing, New Business Development, IRI, PowerPoint, Microsoft Excel, Social Media, Event Planning, Non-profits, Microsoft Office, Sales Management, Inventory Management, Restaurants, Alcoholic Beverages, Team Building, Sales, Food & Beverage, Merchandising, Nonprofits, Public Relations, Marketing Strategy, Strategic Planning, Beverage Industry, Forecasting, Product Development, Social Networking, Trade Shows, Event Management, Food, Customer Service, Account Management, Hospitality, Brand Management, Brewing, Brand Development, Market Research, Craft Beer, Direct Store Delivery, Advertising, Media Relations, Sponsorship, Competitive Analysis, Marketing Communications, Online Marketing
Education
Augsburg College
Windom Area High School
George Vincent Ryan's Ameriprise Financial Services, Inc. Experience September 2010 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - Present
Morgan Stanley May 2003 - September 2010
Merrill Lynch 1991 - 1993
Education
Babson College 1983 — 1987
Bachelor Of Science, Finance & Investments
Noble & Greenough 1977 — 1983
College Prep
Ameriprise Financial Services, Inc. September 2010 - Present
Morgan Stanley May 2003 - September 2010
Merrill Lynch 1991 - 1993
Education
Babson College 1983 — 1987
Bachelor Of Science, Finance & Investments
Noble & Greenough 1977 — 1983
College Prep
Amber Grant, MBA's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
www.NotPetiteFeet.com December 2008 - December 2012
Silver Lining Consulting January 2008 - December 2012
Magic Johnson Foundation March 2005 - March 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBA
Azusa Pacific University 1999 — 2003
BA
Ameriprise Financial Services, Inc. December 2012 - Present
www.NotPetiteFeet.com December 2008 - December 2012
Silver Lining Consulting January 2008 - December 2012
Magic Johnson Foundation March 2005 - March 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBA
Azusa Pacific University 1999 — 2003
BA
Matthew Curtis's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Regional Sales Manager Mid Atlantic Region at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Principal Financial Group August 2012 - April 2014
Wells Fargo Advisors October 2010 - 2012
Augsburg College January 2010 - January 2011
Mavo Systems June 2005 - September 2010
Augsburg College 2006 - 2010
CRHS 2000 - 2006
Skills
Series 7, Series 63, Portfolio Management, Financial Advisory, Wealth Management, Employee Benefits, Investment Strategies, Asset Allocation, Retirement Benefits, Retirement Planning, Business Planning, Investment Advisory, Executive Protection, Income Protection, Key Person Protection, Asset Protection, 401k, 403 b, IRAs, Roth IRA, Estate Planning, Saving for Education, Rollovers, Securities, Financial Management..., Financial Analysis, Disability Insurance, Insurance, Life Insurance, Mutual Funds, Managed Money, Asset Managment, Accounting, Project Management, Health Insurance, Valuation, Business Networking, Retirement, Strategic Financial..., Estate Tax Planning, Succession Planning, ESOP, 401k Rollovers, Non-Qualified Deferred..., Business Valuation, College Savings Plans, Tax-advantaged..., Executive Benefit..., Finance, Stock Market
Education
Augsburg College 2007 — 2011
Finance, Business Administration, and a minor in Managment Information Systems, Business, Finance
CRHS 2002 — 2006
Ameriprise Financial Services, Inc. April 2014 - Present
Principal Financial Group August 2012 - April 2014
Wells Fargo Advisors October 2010 - 2012
Augsburg College January 2010 - January 2011
Mavo Systems June 2005 - September 2010
Augsburg College 2006 - 2010
CRHS 2000 - 2006
Skills
Series 7, Series 63, Portfolio Management, Financial Advisory, Wealth Management, Employee Benefits, Investment Strategies, Asset Allocation, Retirement Benefits, Retirement Planning, Business Planning, Investment Advisory, Executive Protection, Income Protection, Key Person Protection, Asset Protection, 401k, 403 b, IRAs, Roth IRA, Estate Planning, Saving for Education, Rollovers, Securities, Financial Management..., Financial Analysis, Disability Insurance, Insurance, Life Insurance, Mutual Funds, Managed Money, Asset Managment, Accounting, Project Management, Health Insurance, Valuation, Business Networking, Retirement, Strategic Financial..., Estate Tax Planning, Succession Planning, ESOP, 401k Rollovers, Non-Qualified Deferred..., Business Valuation, College Savings Plans, Tax-advantaged..., Executive Benefit..., Finance, Stock Market
Education
Augsburg College 2007 — 2011
Finance, Business Administration, and a minor in Managment Information Systems, Business, Finance
CRHS 2002 — 2006
Amy Anderson's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Recruiter at Ameriprise Financial
Industry Staffing and Recruiting
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Robert Half September 2011 - February 2014
Skills
Customer Service, Microsoft Office, Event Planning, Strategic Planning, Sourcing, Social Networking, Public Speaking, Microsoft Word, PowerPoint, Social Media, Product Marketing, Photoshop, Employee Relations, Marketing Strategy, Leadership, Recruiting
Education
Augustana College (SD) 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Concordia University-St. Paul 2004 — 2005
Ameriprise Financial Services, Inc. February 2014 - Present
Robert Half September 2011 - February 2014
Skills
Customer Service, Microsoft Office, Event Planning, Strategic Planning, Sourcing, Social Networking, Public Speaking, Microsoft Word, PowerPoint, Social Media, Product Marketing, Photoshop, Employee Relations, Marketing Strategy, Leadership, Recruiting
Education
Augustana College (SD) 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Concordia University-St. Paul 2004 — 2005
Rachael Raymond's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Clearing Services Professional II at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
SPS Commerce March 2012 - May 2013
Skills
Time Management, PowerPoint, Invoicing, Accounts Receivable, Accounting, Account Reconciliation
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelor of Arts (BA), Economics
Augsburg College 2007 — 2009
Finance
Mounds View High School 2003 — 2007
Ameriprise Financial Services, Inc. October 2013 - Present
SPS Commerce March 2012 - May 2013
Skills
Time Management, PowerPoint, Invoicing, Accounts Receivable, Accounting, Account Reconciliation
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelor of Arts (BA), Economics
Augsburg College 2007 — 2009
Finance
Mounds View High School 2003 — 2007
Phillip Petersen, MBA Phillip Petersen, MBA's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Senior Business System Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
RiverSource October 2012 - June 2014
RiverSource April 2010 - October 2012
Skills
Visio, Business Analysis, Requirements Gathering, SharePoint, Data Analysis, Access, Business Requirements, Insurance, Process Improvement, Financial Services, Analysis, SAS, Customer Service, Customer Service..., Customer Service..., Business Coaching, Compliance, Business Transformation, Requirements Analysis, Fixed Annuities, Variable Annuities, Outsourcing, Microsoft Excel, Leadership, Job Coaching
Education
Augsburg College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities 2005 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Ameriprise Financial Services, Inc. June 2014 - Present
RiverSource October 2012 - June 2014
RiverSource April 2010 - October 2012
Skills
Visio, Business Analysis, Requirements Gathering, SharePoint, Data Analysis, Access, Business Requirements, Insurance, Process Improvement, Financial Services, Analysis, SAS, Customer Service, Customer Service..., Customer Service..., Business Coaching, Compliance, Business Transformation, Requirements Analysis, Fixed Annuities, Variable Annuities, Outsourcing, Microsoft Excel, Leadership, Job Coaching
Education
Augsburg College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities 2005 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Lorene Dickert Lorene Dickert's Ameriprise Financial Services, Inc. Experience April 2006 - August 2009
Job Executive / HR Assistant at United Natural Foods
Industry Financial Services
Experience
United Natural Foods December 2013 - Present
Syncada LLC January 2011 - October 2013
Ameriprise Financial Services, Inc. April 2006 - August 2009
Fairview Health Services April 1980 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, SharePoint, Groupwise
Education
Augsburg College 1970 — 1974
Bachelor's degree, American Studies and Library Science, 3.85
United Natural Foods December 2013 - Present
Syncada LLC January 2011 - October 2013
Ameriprise Financial Services, Inc. April 2006 - August 2009
Fairview Health Services April 1980 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, SharePoint, Groupwise
Education
Augsburg College 1970 — 1974
Bachelor's degree, American Studies and Library Science, 3.85
Rehman Khan's Ameriprise Financial Services, Inc. Experience June 2011 - June 2014
Job Enterprise Strategy and Architecture at Monsanto Company
Industry Biotechnology
Experience
Monsanto Company January 2015 - Present
Blue Bay Technologies April 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - June 2014
Medica April 2010 - June 2011
Thrivent Financial October 2006 - April 2010
Wells Fargo November 2004 - October 2006
Carlson Companies March 1998 - November 2004
Oracle Corp June 1996 - February 1998
Skills
Enterprise Architecture, Business Intelligence, Data Warehousing, Enterprise Software, Integration, Oracle, ETL, CRM, Cross-functional Team..., Business Objects, SharePoint, Informatica, IT Strategy, Solution Architecture, SDLC, DB2, Accounts Payable, Master Data Management, Cloud Computing, Data Integration, Program Management, Business Analysis, OBIEE, SAS, Data Modeling, Crystal Reports, WebSphere MQ, Message Queue, DataPower, Accounts Receivable, Purchase Orders, Information Technology, Integration Factory, Enterprise Security
Education
BS in Computer Science, Augsburg college 1994 — 1998
BS
University of St. Thomas
MS
Monsanto Company January 2015 - Present
Blue Bay Technologies April 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - June 2014
Medica April 2010 - June 2011
Thrivent Financial October 2006 - April 2010
Wells Fargo November 2004 - October 2006
Carlson Companies March 1998 - November 2004
Oracle Corp June 1996 - February 1998
Skills
Enterprise Architecture, Business Intelligence, Data Warehousing, Enterprise Software, Integration, Oracle, ETL, CRM, Cross-functional Team..., Business Objects, SharePoint, Informatica, IT Strategy, Solution Architecture, SDLC, DB2, Accounts Payable, Master Data Management, Cloud Computing, Data Integration, Program Management, Business Analysis, OBIEE, SAS, Data Modeling, Crystal Reports, WebSphere MQ, Message Queue, DataPower, Accounts Receivable, Purchase Orders, Information Technology, Integration Factory, Enterprise Security
Education
BS in Computer Science, Augsburg college 1994 — 1998
BS
University of St. Thomas
MS
Jessie Taylor, MBA Jessie Taylor, MBA's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
US Bancorp Invesments, Inc. March 2013 - December 2014
Ameriprise Financial Services, Inc. January 2009 - March 2013
Ameriprise Financial Services, Inc. January 2009 - April 2012
Skills
Investments, Series 7, Mutual Funds, Leadership, Fixed Income, Equities, Trading, Options, Management, Financial Advisory, Retirement Planning, Brokerage, Strategic Financial..., Retirement, Series 63, Estate Planning, Financial Analysis, Wealth Management, Insurance, Financial Services, Securities, Investment Advisory, Banking, Asset Allocation, Fixed Annuities, 401k
Education
Harvard University 2015 — 2018
Master of Liberal Arts, Finance
Benedictine University 2009 — 2011
MBA, Accounting
Augsburg College 2005 — 2008
BA, Spanish Literature
Universidad de Alcalá 2007 — 2007
Certificate, Spanish Literature/Culture
Ameriprise Financial Services, Inc. January 2015 - Present
US Bancorp Invesments, Inc. March 2013 - December 2014
Ameriprise Financial Services, Inc. January 2009 - March 2013
Ameriprise Financial Services, Inc. January 2009 - April 2012
Skills
Investments, Series 7, Mutual Funds, Leadership, Fixed Income, Equities, Trading, Options, Management, Financial Advisory, Retirement Planning, Brokerage, Strategic Financial..., Retirement, Series 63, Estate Planning, Financial Analysis, Wealth Management, Insurance, Financial Services, Securities, Investment Advisory, Banking, Asset Allocation, Fixed Annuities, 401k
Education
Harvard University 2015 — 2018
Master of Liberal Arts, Finance
Benedictine University 2009 — 2011
MBA, Accounting
Augsburg College 2005 — 2008
BA, Spanish Literature
Universidad de Alcalá 2007 — 2007
Certificate, Spanish Literature/Culture
Nicole Wendt Nicole Wendt's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Clearing Specialist for Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Pier 1 Imports July 2014 - Present
Lang, Hinz, & Associates March 2013 - June 2014
CBS Brokerage, LLC September 2012 - February 2013
HealthPartners February 2011 - September 2012
Wenger Corporation May 2010 - August 2010
CYBEX September 2009 - January 2010
American Eagle Outfitters October 2008 - April 2009
Sterling Drug October 2004 - August 2008
Skills
Customer Service, Hard Worker, Cashiering, Word, 10 Key, Retail, Highly detail oriented, 49 WPM, PaperClip, Call Centers, Health Insurance, Case Managment, Microsoft Word, Employee Benefits, Data Entry, Insurance
Education
Augsburg College 2007 — 2010
Bachelor of Arts, Business Management
Owatonna High School 2003 — 2007
Ameriprise Financial Services, Inc. September 2014 - Present
Pier 1 Imports July 2014 - Present
Lang, Hinz, & Associates March 2013 - June 2014
CBS Brokerage, LLC September 2012 - February 2013
HealthPartners February 2011 - September 2012
Wenger Corporation May 2010 - August 2010
CYBEX September 2009 - January 2010
American Eagle Outfitters October 2008 - April 2009
Sterling Drug October 2004 - August 2008
Skills
Customer Service, Hard Worker, Cashiering, Word, 10 Key, Retail, Highly detail oriented, 49 WPM, PaperClip, Call Centers, Health Insurance, Case Managment, Microsoft Word, Employee Benefits, Data Entry, Insurance
Education
Augsburg College 2007 — 2010
Bachelor of Arts, Business Management
Owatonna High School 2003 — 2007
Dennis Demuth, MBA, CFP® Dennis Demuth, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience November 2008 - November 2014
Job Investment Advisor Representative at Vaillancourt and Pescatore Financial Group, LLC
Industry Financial Services
Experience
Vaillancourt and Pescatore Financial Group, LLC November 2014 - Present
Ameriprise Financial Services, Inc. November 2008 - November 2014
Smith Barney March 2002 - November 2008
Merrill Lynch September 1996 - March 2002
USTrust July 1987 - September 1996
Arlington Trust Company February 1978 - July 1987
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Stocks, Bonds, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Term Life Insurance, Tax Advisory
Education
Babson College
Master of Business Administration (MBA)
Merrimack College
Bachelor of Arts (BA)
Penn State University
Master of Public Administration (MPA)
Vaillancourt and Pescatore Financial Group, LLC November 2014 - Present
Ameriprise Financial Services, Inc. November 2008 - November 2014
Smith Barney March 2002 - November 2008
Merrill Lynch September 1996 - March 2002
USTrust July 1987 - September 1996
Arlington Trust Company February 1978 - July 1987
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Stocks, Bonds, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Term Life Insurance, Tax Advisory
Education
Babson College
Master of Business Administration (MBA)
Merrimack College
Bachelor of Arts (BA)
Penn State University
Master of Public Administration (MPA)
Darrin Diedrich, MBA Darrin Diedrich, MBA's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Director, Platinum Partners at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial October 2006 - September 2015
Ameriprise Financial January 2005 - October 2006
Ameriprise Financial September 2002 - December 2004
Ameriprise Financial January 2001 - September 2002
Piper Jaffray 1990 - 1995
Skills
Wealth Management, Mutual Funds, FINRA, Series 24, Series 7, Uniform Combined State..., Retirement, Strategy, Process Improvement, Leadership, Retirement Planning, Securities, Portfolio Management, Financial Services, Series 63, Financial Advisory, Risk Management, Relationship Management, Finance, Six Sigma, Options, Analysis, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Investment Strategies, 401k, Equities, Fixed Income
Education
Augsburg College 2006 — 2008
MBA
St. Cloud State University - Herberger Business School 1983 — 1988
B.S., Accounting
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial October 2006 - September 2015
Ameriprise Financial January 2005 - October 2006
Ameriprise Financial September 2002 - December 2004
Ameriprise Financial January 2001 - September 2002
Piper Jaffray 1990 - 1995
Skills
Wealth Management, Mutual Funds, FINRA, Series 24, Series 7, Uniform Combined State..., Retirement, Strategy, Process Improvement, Leadership, Retirement Planning, Securities, Portfolio Management, Financial Services, Series 63, Financial Advisory, Risk Management, Relationship Management, Finance, Six Sigma, Options, Analysis, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Investment Strategies, 401k, Equities, Fixed Income
Education
Augsburg College 2006 — 2008
MBA
St. Cloud State University - Herberger Business School 1983 — 1988
B.S., Accounting
Josh Woods's Ameriprise Financial Services, Inc. Experience May 2003 - November 2003
Job Deputy Director at GSA
Industry Government Administration
Experience
GSA October 2013 - Present
GSA July 2015 - September 2015
GSA January 2011 - February 2014
GSA May 2008 - January 2011
GSA December 2003 - May 2008
Ameriprise Financial Services, Inc. May 2003 - November 2003
Skills
Government Contracts,..., Government Procurement, Federal Government, Procurement, Government Contracting, Supervisory Skills, Government Proposals, Management, Change Orders, Talent Acquisition, Policy Analysis, Coaching, Executive Coaching, Project Management, Change Management, Source Selection, GSA Schedules, FAR, Policy, Contract Negotiation, Contract Management, Program Management, Government, Proposal Writing, Negotiation, Leadership, Sustainability, Analysis, DoD, Project Planning, Security Clearance, Facilities Management, RFP, Strategic Planning, Process Improvement, Budgets, Training, Operations Management, Process Scheduler, Team Building
Education
Avila University 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of St. Mary 1999 — 2003
Bachelor of Science (BS), Business Administration and Marketing, Cum Lade
University of St. Mary 1999 — 2003
Bachelor of Science (BS), Sports Management and Marketing, Cum Lade
GSA October 2013 - Present
GSA July 2015 - September 2015
GSA January 2011 - February 2014
GSA May 2008 - January 2011
GSA December 2003 - May 2008
Ameriprise Financial Services, Inc. May 2003 - November 2003
Skills
Government Contracts,..., Government Procurement, Federal Government, Procurement, Government Contracting, Supervisory Skills, Government Proposals, Management, Change Orders, Talent Acquisition, Policy Analysis, Coaching, Executive Coaching, Project Management, Change Management, Source Selection, GSA Schedules, FAR, Policy, Contract Negotiation, Contract Management, Program Management, Government, Proposal Writing, Negotiation, Leadership, Sustainability, Analysis, DoD, Project Planning, Security Clearance, Facilities Management, RFP, Strategic Planning, Process Improvement, Budgets, Training, Operations Management, Process Scheduler, Team Building
Education
Avila University 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of St. Mary 1999 — 2003
Bachelor of Science (BS), Business Administration and Marketing, Cum Lade
University of St. Mary 1999 — 2003
Bachelor of Science (BS), Sports Management and Marketing, Cum Lade
Clayton Burrows Clayton Burrows's Ameriprise Financial Services, Inc. Experience December 2010 - February 2012
Job Project Analyst II at E&J Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery August 2015 - Present
Wirtz Beverage Group March 2015 - Present
Wirtz Beverage Group October 2014 - February 2015
Wirtz Beverage Group September 2013 - September 2014
Wirtz Beverage Group October 2012 - September 2013
Ameriprise Financial Services, Inc. December 2010 - February 2012
Skills
Sales Process, Communications Strategy, Relationship Development, Marketing, Strategic Financial..., Marketing Strategy, Strategic Planning, Email Marketing, Insurance, Cold Calling, Sales, Mortgage Lending, Leadership, Online Marketing, Forecasting, New Business Development
Education
University of Minnesota-Twin Cities 2007 — 2010
Bachelors, Communications
Augsburg College 2005 — 2007
Bachelor's degree, Communications
E. & J. Gallo Winery August 2015 - Present
Wirtz Beverage Group March 2015 - Present
Wirtz Beverage Group October 2014 - February 2015
Wirtz Beverage Group September 2013 - September 2014
Wirtz Beverage Group October 2012 - September 2013
Ameriprise Financial Services, Inc. December 2010 - February 2012
Skills
Sales Process, Communications Strategy, Relationship Development, Marketing, Strategic Financial..., Marketing Strategy, Strategic Planning, Email Marketing, Insurance, Cold Calling, Sales, Mortgage Lending, Leadership, Online Marketing, Forecasting, New Business Development
Education
University of Minnesota-Twin Cities 2007 — 2010
Bachelors, Communications
Augsburg College 2005 — 2007
Bachelor's degree, Communications
Evan Almeroth, CFA Evan Almeroth, CFA's Ameriprise Financial Services, Inc. Experience May 2006 - July 2009
Job Marketing at Disciplined Growth Investors
Industry Investment Management
Experience
Disciplined Growth Investors January 2012 - Present
IVEY Awards 2014 - 2015
IVEY Awards 2014 - 2015
Disciplined Growth Investors July 2009 - January 2012
Ameriprise Financial Services, Inc. May 2006 - July 2009
Skills
Projects, Financial Analysis, Mutual Funds, Marketing, Investments, Equities, Product Development, Financial Services, Trading, Project Management, Asset Management, Series 7, Asset Allocation, Series 63, Investment Advisory, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Augsburg College - Bachelor's Degree 2005 — 2006
Bachelor's Degree, Political Science and Government
Augustana College (SD) 2003 — 2005
Political Science and Government
Disciplined Growth Investors January 2012 - Present
IVEY Awards 2014 - 2015
IVEY Awards 2014 - 2015
Disciplined Growth Investors July 2009 - January 2012
Ameriprise Financial Services, Inc. May 2006 - July 2009
Skills
Projects, Financial Analysis, Mutual Funds, Marketing, Investments, Equities, Product Development, Financial Services, Trading, Project Management, Asset Management, Series 7, Asset Allocation, Series 63, Investment Advisory, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Augsburg College - Bachelor's Degree 2005 — 2006
Bachelor's Degree, Political Science and Government
Augustana College (SD) 2003 — 2005
Political Science and Government
Jay Untiedt, CFA, CAIA Jay Untiedt, CFA, CAIA's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Lead Portfolio Manager Active Adaptive Portfolios at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. 2011 - Present
Jeffrey Slocum & Associates September 2006 - November 2009
Jeffrey Slocum & Associates March 2005 - September 2006
Skills
Investment Strategies, Fixed Income, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Equity Research, Investments, Asset Allocation, Investment Management, Financial Modeling, Asset Managment, Alternative Investments, Financial Analysis, Due Diligence, Private Equity, Asset Management, Emerging Markets
Education
Australian Graduate School of Management 2010 — 2011
MBA, Finance
University of Wisconsin-La Crosse 2001 — 2004
Bachelors of Science, Finance Major, Statistics Concentration
La Trobe University 2002 — 2002
Bachelors of Science, Study Abroad Program– International Studies
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. 2011 - Present
Jeffrey Slocum & Associates September 2006 - November 2009
Jeffrey Slocum & Associates March 2005 - September 2006
Skills
Investment Strategies, Fixed Income, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Equity Research, Investments, Asset Allocation, Investment Management, Financial Modeling, Asset Managment, Alternative Investments, Financial Analysis, Due Diligence, Private Equity, Asset Management, Emerging Markets
Education
Australian Graduate School of Management 2010 — 2011
MBA, Finance
University of Wisconsin-La Crosse 2001 — 2004
Bachelors of Science, Finance Major, Statistics Concentration
La Trobe University 2002 — 2002
Bachelors of Science, Study Abroad Program– International Studies
Matthew (Matt) Nowak Matthew (Matt) Nowak's Ameriprise Financial Services, Inc. Experience December 2010 - February 2012
Job Senior Consultant at Express Scripts
Industry Information Technology and Services
Experience
Buffalo Wild Wings November 2014 - Present
Express Scripts April 2013 - October 2014
Project Consulting Group September 2012 - March 2013
State of Minnesota – Mn/DOT August 2012 - September 2012
Target May 2012 - June 2012
Life Time Fitness February 2012 - May 2012
Ameriprise Financial Services, Inc. December 2010 - February 2012
Carlson Marketing May 2010 - December 2010
Wells Fargo February 2010 - May 2010
Lifetouch November 2009 - February 2010
Skills
Architecture, Business Alignment, SDLC, Requirements Analysis, Application Development, Vendor Management, Business Analysis, Agile, Program Management, SharePoint, Change Management, Process Improvement, ITIL, MS Project, Visio, Resource Management, Software Project..., Vendor Relations, PMP, IT Strategy, Strategic Planning, Project Planning, Project Portfolio..., Mentoring, Integration, E-commerce, Security, Business Management, Team Leadership, Software Development, Problem Solving, Enterprise Architecture, Team Building, Quality Assurance, IT Service Management, Planning, Outsourcing, Risk Management, PMO, Agile Methodologies, Business Intelligence, Project Delivery, ERP, Data Center, Software Documentation
Education
Augsburg College 2006 — 2010
Business Management/MIS Minor, Business, Management, MIS minor
Buffalo Wild Wings November 2014 - Present
Express Scripts April 2013 - October 2014
Project Consulting Group September 2012 - March 2013
State of Minnesota – Mn/DOT August 2012 - September 2012
Target May 2012 - June 2012
Life Time Fitness February 2012 - May 2012
Ameriprise Financial Services, Inc. December 2010 - February 2012
Carlson Marketing May 2010 - December 2010
Wells Fargo February 2010 - May 2010
Lifetouch November 2009 - February 2010
Skills
Architecture, Business Alignment, SDLC, Requirements Analysis, Application Development, Vendor Management, Business Analysis, Agile, Program Management, SharePoint, Change Management, Process Improvement, ITIL, MS Project, Visio, Resource Management, Software Project..., Vendor Relations, PMP, IT Strategy, Strategic Planning, Project Planning, Project Portfolio..., Mentoring, Integration, E-commerce, Security, Business Management, Team Leadership, Software Development, Problem Solving, Enterprise Architecture, Team Building, Quality Assurance, IT Service Management, Planning, Outsourcing, Risk Management, PMO, Agile Methodologies, Business Intelligence, Project Delivery, ERP, Data Center, Software Documentation
Education
Augsburg College 2006 — 2010
Business Management/MIS Minor, Business, Management, MIS minor
Smitha Brindavan Smitha Brindavan's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Sr. Manager at Ameriprise Financial Services Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Tata Consultancy Services June 2014 - June 2015
Tata Consultancy Services August 2013 - June 2014
Tata Consultancy Services July 2010 - August 2013
Tata Consultancy Services June 2006 - September 2008
Tata Consultancy Services September 2004 - September 2006
Tata Consultancy Services June 2002 - August 2004
Skills
ITIL, Program Management, Business Analysis, Risk Management, Business Continuity, Disaster Recovery, Process Improvement, PMP, Governance, Project Planning, Leadership, SOA, SDLC, IT Strategy, Software Project...
Education
BMS College of Engineering, Bangalore 1997 — 2001
Bachelor of Engineering, Electrical and Electronics Engineering
National College
Ameriprise Financial Services, Inc. June 2015 - Present
Tata Consultancy Services June 2014 - June 2015
Tata Consultancy Services August 2013 - June 2014
Tata Consultancy Services July 2010 - August 2013
Tata Consultancy Services June 2006 - September 2008
Tata Consultancy Services September 2004 - September 2006
Tata Consultancy Services June 2002 - August 2004
Skills
ITIL, Program Management, Business Analysis, Risk Management, Business Continuity, Disaster Recovery, Process Improvement, PMP, Governance, Project Planning, Leadership, SOA, SDLC, IT Strategy, Software Project...
Education
BMS College of Engineering, Bangalore 1997 — 2001
Bachelor of Engineering, Electrical and Electronics Engineering
National College
David Chin David Chin's Ameriprise Financial Services, Inc. Experience October 2008 - April 2009
Job Business Solutions Architect Government Programs at Express Scripts
Industry Management Consulting
Experience
Express Scripts April 2014 - Present
Anthem, Inc. February 2013 - March 2014
City of St. Paul April 2012 - February 2013
AgStar Financial Services July 2010 - April 2012
Wells Fargo Home Mortgage April 2009 - June 2010
Ameriprise Financial Services, Inc. October 2008 - April 2009
Ingenix October 2008 - October 2008
Prime Therapeutics July 2008 - October 2008
Ameriprise Financial Services, Inc. May 2007 - July 2008
Allianz September 2006 - April 2007
Skills
Agile Software..., Visioning, Chartering, Collaborative Learning, Goal Development, Managing backlog, Sprint Retrospective, Lean Software..., Problem Shaping, Problem Solving A3, Gemba, kanban, Test Driven Development, Iterative Software..., RUP, Managing Stakeholder..., Decision Resolution, Requirements Engineering, UML, Use Case Driven Design, Waterfall Software..., SDLC, Business Analysis, Software testing, User Acceptance Testing, Estimating, Cost Benefit Analysis..., Financial Analysis, ROI Accountability, Quality Center, Risk Mitigation, Loss Mitigation, Release Planning, Corporate Strategic..., XHTML, HTML, SMS, JD Edwards One World, XMLSpy, BABOK, BPM, Business Objects, DOORS, SharePoint, SQL, MS Excel, MS Project, MS Access, MS Visio
Education
Augustana University (SD) 1982 — 1984
Bachelor of Arts, Business Finance
Iowa State University - College of Business 1980 — 1982
Business Finance
University of Northern Iowa 1978 — 1979
Business Administration
Express Scripts April 2014 - Present
Anthem, Inc. February 2013 - March 2014
City of St. Paul April 2012 - February 2013
AgStar Financial Services July 2010 - April 2012
Wells Fargo Home Mortgage April 2009 - June 2010
Ameriprise Financial Services, Inc. October 2008 - April 2009
Ingenix October 2008 - October 2008
Prime Therapeutics July 2008 - October 2008
Ameriprise Financial Services, Inc. May 2007 - July 2008
Allianz September 2006 - April 2007
Skills
Agile Software..., Visioning, Chartering, Collaborative Learning, Goal Development, Managing backlog, Sprint Retrospective, Lean Software..., Problem Shaping, Problem Solving A3, Gemba, kanban, Test Driven Development, Iterative Software..., RUP, Managing Stakeholder..., Decision Resolution, Requirements Engineering, UML, Use Case Driven Design, Waterfall Software..., SDLC, Business Analysis, Software testing, User Acceptance Testing, Estimating, Cost Benefit Analysis..., Financial Analysis, ROI Accountability, Quality Center, Risk Mitigation, Loss Mitigation, Release Planning, Corporate Strategic..., XHTML, HTML, SMS, JD Edwards One World, XMLSpy, BABOK, BPM, Business Objects, DOORS, SharePoint, SQL, MS Excel, MS Project, MS Access, MS Visio
Education
Augustana University (SD) 1982 — 1984
Bachelor of Arts, Business Finance
Iowa State University - College of Business 1980 — 1982
Business Finance
University of Northern Iowa 1978 — 1979
Business Administration
Daniel Zukas's Ameriprise Financial Services, Inc. Experience November 2012 - July 2013
Job Technology Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Oracle May 2014 - May 2015
Zukas Environmental Marketing Solutions July 2013 - May 2014
Ameriprise Financial Services, Inc. November 2012 - July 2013
Babson College August 2011 - May 2013
Coollapsible October 2010 - May 2012
Project Blue Motor Yacht Unity May 2010 - May 2012
Skills
Entrepreneurship, Leadership, Social Media, Investments, Finance, Management, Analysis, Marketing, Market Research, Sales, Microsoft Excel, Analytics, Portfolio Management, Competitive Analysis, Valuation, Corporate Finance, Social Media Marketing, Business Strategy, Start-ups, Real Estate, Financial Modeling, Financial Analysis, Strategy, Facebook, Social Networking, Data Analysis, Oracle
Education
Babson College
Bachelor of Business Administration (B.B.A.) Finance, Legal Studies
University Liggett School
Oracle June 2015 - Present
Oracle May 2014 - May 2015
Zukas Environmental Marketing Solutions July 2013 - May 2014
Ameriprise Financial Services, Inc. November 2012 - July 2013
Babson College August 2011 - May 2013
Coollapsible October 2010 - May 2012
Project Blue Motor Yacht Unity May 2010 - May 2012
Skills
Entrepreneurship, Leadership, Social Media, Investments, Finance, Management, Analysis, Marketing, Market Research, Sales, Microsoft Excel, Analytics, Portfolio Management, Competitive Analysis, Valuation, Corporate Finance, Social Media Marketing, Business Strategy, Start-ups, Real Estate, Financial Modeling, Financial Analysis, Strategy, Facebook, Social Networking, Data Analysis, Oracle
Education
Babson College
Bachelor of Business Administration (B.B.A.) Finance, Legal Studies
University Liggett School
David Tate, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
University of South Carolina July 2014 - Present
Credit Suisse July 2011 - December 2013
Deloitte Consulting July 2007 - July 2009
The White House March 2006 - September 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management & Corporate Finance
Australian Graduate School of Management 2011 — 2011
Exchange Program
University of Alabama 2006 — 2007
Master of Accountancy
University of Oklahoma 2002 — 2006
BBA, Finance & Accounting
Ameriprise Financial Services, Inc. February 2014 - Present
University of South Carolina July 2014 - Present
Credit Suisse July 2011 - December 2013
Deloitte Consulting July 2007 - July 2009
The White House March 2006 - September 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management & Corporate Finance
Australian Graduate School of Management 2011 — 2011
Exchange Program
University of Alabama 2006 — 2007
Master of Accountancy
University of Oklahoma 2002 — 2006
BBA, Finance & Accounting
Landon Brake Landon Brake's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Education
Austin Peay State University 1974 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
Houston County High School
Ameriprise Financial Services, Inc. July 2012 - Present
Education
Austin Peay State University 1974 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
Houston County High School
Michael Mamantov Michael Mamantov's Ameriprise Financial Services, Inc. Experience July 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1987 - Present
Education
Austin College 1964 — 1969
BA, Economics
Ameriprise Financial Services, Inc. July 1987 - Present
Education
Austin College 1964 — 1969
BA, Economics
Kevin Sime Kevin Sime's Ameriprise Financial Services, Inc. Experience 2000 - 2002
Job Content Management Analyst at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
MetLife Financial Services November 2010 - Present
Complexitybuster Communications March 2010 - December 2011
Ameriprise Financial June 2004 - March 2009
Target Financial Services 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Relationship Management, Change Management, Leadership, Strategic Planning, Management, Content Management, Internal Communications, Corporate Communications, Sales, Event Planning, Marketing Strategy, Public Relations, Social Media, Newsletters, Marketing, Social Media Marketing, Project Management, Public Speaking, Copywriting, Media Relations, Editing, Proposal Writing, Email Marketing, Product Marketing, Advertising, Direct Marketing, Strategy, Integrated Marketing, Marketing Management, Social Networking
Education
Iowa State University 1994 — 1996
M.A., Rhetoric and Professional Communication
Augsburg College 1986 — 1991
B.A., English, Education
MetLife February 2015 - Present
MetLife Financial Services November 2010 - Present
Complexitybuster Communications March 2010 - December 2011
Ameriprise Financial June 2004 - March 2009
Target Financial Services 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Relationship Management, Change Management, Leadership, Strategic Planning, Management, Content Management, Internal Communications, Corporate Communications, Sales, Event Planning, Marketing Strategy, Public Relations, Social Media, Newsletters, Marketing, Social Media Marketing, Project Management, Public Speaking, Copywriting, Media Relations, Editing, Proposal Writing, Email Marketing, Product Marketing, Advertising, Direct Marketing, Strategy, Integrated Marketing, Marketing Management, Social Networking
Education
Iowa State University 1994 — 1996
M.A., Rhetoric and Professional Communication
Augsburg College 1986 — 1991
B.A., English, Education
Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP®'s Ameriprise Financial Services, Inc. Experience October 2006 - January 2008
Job Investment Product Specialist, Thrivent Investment Sales Desk
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2008 - Present
Toastmasters International July 2013 - June 2014
Toastmasters International July 2012 - June 2013
Ameriprise Financial Services, Inc. October 2006 - January 2008
Financial Finesse February 2001 - October 2006
Wells Fargo Private Client Services June 1998 - February 2001
Norwest Investment Management and Trust January 1994 - June 1998
Fortis Financial Group January 1991 - December 1993
USBank 1990 - 1991
American Express Financial Advisors January 1989 - December 1990
Skills
Certified Financial..., CLU, ChFC, CTFA, Certified Divorce..., Series 7, Series 66, Designations, Annuity, Investment Products, Client Loyalty, Financial Education, Toastmasters, Member of Toastmasters, Strategic Financial..., Fixed Annuities, Variable Annuities, Annuity Sales, Retirement Planning, Wealth Accumulation, Investments, Mutual Funds, Wealth, Retirement, Recruiting, Long-term Customer..., Estate Planning, Team Building, Designation, Training, Asset Allocation, Uniform Combined State..., Marketing, Financial Services, Insurance, Team Leadership, Small Business, Series 63, Wealth Management, Finance, Sales, Leadership, Investment Advisory, Investment Strategies, Financial Planners, Strategic Planning, Portfolio Management, Financial Advisory, Investment Management
Education
Augsburg College 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
College for Financial Planning 2002 — 2006
Master of Science (MS), Master Planner Advanced Studies (MPAS)
Augsburg College 1982 — 1986
Bachelor of Arts, Management Information Systems (MIS)
John A. Johnson High School 1980 — 1982
Diploma, General
Thrivent Financial for Lutherans January 2008 - Present
Toastmasters International July 2013 - June 2014
Toastmasters International July 2012 - June 2013
Ameriprise Financial Services, Inc. October 2006 - January 2008
Financial Finesse February 2001 - October 2006
Wells Fargo Private Client Services June 1998 - February 2001
Norwest Investment Management and Trust January 1994 - June 1998
Fortis Financial Group January 1991 - December 1993
USBank 1990 - 1991
American Express Financial Advisors January 1989 - December 1990
Skills
Certified Financial..., CLU, ChFC, CTFA, Certified Divorce..., Series 7, Series 66, Designations, Annuity, Investment Products, Client Loyalty, Financial Education, Toastmasters, Member of Toastmasters, Strategic Financial..., Fixed Annuities, Variable Annuities, Annuity Sales, Retirement Planning, Wealth Accumulation, Investments, Mutual Funds, Wealth, Retirement, Recruiting, Long-term Customer..., Estate Planning, Team Building, Designation, Training, Asset Allocation, Uniform Combined State..., Marketing, Financial Services, Insurance, Team Leadership, Small Business, Series 63, Wealth Management, Finance, Sales, Leadership, Investment Advisory, Investment Strategies, Financial Planners, Strategic Planning, Portfolio Management, Financial Advisory, Investment Management
Education
Augsburg College 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
College for Financial Planning 2002 — 2006
Master of Science (MS), Master Planner Advanced Studies (MPAS)
Augsburg College 1982 — 1986
Bachelor of Arts, Management Information Systems (MIS)
John A. Johnson High School 1980 — 1982
Diploma, General
Jandie Westbrook Jandie Westbrook's Ameriprise Financial Services, Inc. Experience May 2007 - March 2009
Job Inventory Managment Specialist
Industry Government Administration
Experience
Rock Island Arsenal August 2010 - Present
Keiser University March 2010 - August 2010
PEACE Wealth Management, Inc. March 2009 - December 2009
Ameriprise Financial Services, Inc. May 2007 - March 2009
Education
Florida Southern College 2004 — 2007
BS, Business Administration
Augustana College 2003 — 2004
Business Administration
Rock Island Arsenal August 2010 - Present
Keiser University March 2010 - August 2010
PEACE Wealth Management, Inc. March 2009 - December 2009
Ameriprise Financial Services, Inc. May 2007 - March 2009
Education
Florida Southern College 2004 — 2007
BS, Business Administration
Augustana College 2003 — 2004
Business Administration
Christine D. Waggoner, MBA, CRPC ® Christine D. Waggoner, MBA, CRPC ®'s Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Implementation Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. December 2011 - December 2012
Ameriprise Financial Services, Inc. June 2009 - December 2011
Voyageur Asset Management Inc. January 2006 - October 2008
Voyageur Asset Management Inc. November 2004 - January 2006
Voyageur Asset Management Inc. January 2001 - November 2004
Voyageur Asset Management Inc. June 1998 - January 2001
Prudential Securities Inc. June 1997 - June 1998
Skills
Project Management, Market Research, Process Improvement, Policy, Customer Service, Troubleshooting, Marketing Strategy, Mutual Funds, Quality Improvement, Investments, Marketing Communications, Series 7, Marketing, Competitive Analysis, Strategic Financial..., Performance Reporting, Technical Writing, Microsoft Office, Business Development, Innovation, Key Performance..., Leadership, Problem Solving, Quality Management, Financial Services, Business Strategy, Retirement Planning, Investment Advisory, Product Marketing, Training, Financial Planning, Management, Strategy, Analysis, Program Management, Relationship Management, Risk Management, Cross-functional Team...
Education
Augsburg College 2004 — 2006
MBA, Business Administration
Augsburg College 1994 — 1997
BA, Marketing, Communications
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. December 2011 - December 2012
Ameriprise Financial Services, Inc. June 2009 - December 2011
Voyageur Asset Management Inc. January 2006 - October 2008
Voyageur Asset Management Inc. November 2004 - January 2006
Voyageur Asset Management Inc. January 2001 - November 2004
Voyageur Asset Management Inc. June 1998 - January 2001
Prudential Securities Inc. June 1997 - June 1998
Skills
Project Management, Market Research, Process Improvement, Policy, Customer Service, Troubleshooting, Marketing Strategy, Mutual Funds, Quality Improvement, Investments, Marketing Communications, Series 7, Marketing, Competitive Analysis, Strategic Financial..., Performance Reporting, Technical Writing, Microsoft Office, Business Development, Innovation, Key Performance..., Leadership, Problem Solving, Quality Management, Financial Services, Business Strategy, Retirement Planning, Investment Advisory, Product Marketing, Training, Financial Planning, Management, Strategy, Analysis, Program Management, Relationship Management, Risk Management, Cross-functional Team...
Education
Augsburg College 2004 — 2006
MBA, Business Administration
Augsburg College 1994 — 1997
BA, Marketing, Communications
Bryant Wu's Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job Accounting and Finance Intern at Unidesk
Industry Management Consulting
Experience
Unidesk January 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Boston Neighborhood Network September 2014 - December 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Strategy, Management Consulting, English, Valuation, Research
Education
Babson College
Bachelor of Science (B.S.), Bachelor of Science Degree in Business Management
Troy High School 2009 — 2013
Unidesk January 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Boston Neighborhood Network September 2014 - December 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Strategy, Management Consulting, English, Valuation, Research
Education
Babson College
Bachelor of Science (B.S.), Bachelor of Science Degree in Business Management
Troy High School 2009 — 2013
Lauren Blue's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Human Resources Associate at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Anthropologie November 2014 - August 2015
Greek Panhellenic Council February 2014 - December 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
University of Minnesota Academic Health Center July 2012 - June 2014
Pi Beta Phi Fraternity January 2013 - December 2013
Patrick's Bakery and Cafe May 2012 - July 2012
People's Organic Wine and Coffee Cafe April 2011 - April 2012
Skills
Communication, Microsoft Word, ImageNow, HRTS3, Phone Etiquette, Organization, Leadership, Public Speaking, Conflict Resolution, HRIS, Teamwork, Marketing, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Time Management
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Human Resources Industrial Relations, Business Administration and Management, General
Azusa Pacific University 2011 — 2012
Business Administration
Ameriprise Financial Services, Inc. July 2015 - Present
Anthropologie November 2014 - August 2015
Greek Panhellenic Council February 2014 - December 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
University of Minnesota Academic Health Center July 2012 - June 2014
Pi Beta Phi Fraternity January 2013 - December 2013
Patrick's Bakery and Cafe May 2012 - July 2012
People's Organic Wine and Coffee Cafe April 2011 - April 2012
Skills
Communication, Microsoft Word, ImageNow, HRTS3, Phone Etiquette, Organization, Leadership, Public Speaking, Conflict Resolution, HRIS, Teamwork, Marketing, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Time Management
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Human Resources Industrial Relations, Business Administration and Management, General
Azusa Pacific University 2011 — 2012
Business Administration
Bernie Mack ,CFP®,CIMA® Bernie Mack ,CFP®,CIMA®'s Ameriprise Financial Services, Inc. Experience April 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Mack, Jansen, Tholl & Ramsay, a financial advisory practice November 1996 - Present
Ameriprise Financial Services, Inc. April 1985 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Estate Planning, Financial Planning
Education
Augustana College 1976 — 1979
BA, Business Administration, Economics
University of Pennsylvania - The Wharton School
IMCA: Certified Investment Management Analyst Program
College for Financial Planning
Certified Financial Planner® Professional Education Program
Mack, Jansen, Tholl & Ramsay, a financial advisory practice November 1996 - Present
Ameriprise Financial Services, Inc. April 1985 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Estate Planning, Financial Planning
Education
Augustana College 1976 — 1979
BA, Business Administration, Economics
University of Pennsylvania - The Wharton School
IMCA: Certified Investment Management Analyst Program
College for Financial Planning
Certified Financial Planner® Professional Education Program
Sandeep Madhavan CFP®'s Ameriprise Financial Services, Inc. Experience December 2003 - Present
Job Private Wealth Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2003 - Present
Education
Babson College 1999 — 2003
BS, Finance/Statistics
Webb School of California 1995 — 1999
Ameriprise Financial Services, Inc. December 2003 - Present
Education
Babson College 1999 — 2003
BS, Finance/Statistics
Webb School of California 1995 — 1999
Diane Marget Diane Marget's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Sr. Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Ameriprise Financial 1998 - 2009
Ameriprise Financial Services, Inc. 1996 - 1998
Ameriprise Financial Services, Inc. 1994 - 1996
Ameriprise Financial Services, Inc. 1992 - 1994
Ameriprise Financial Services, Inc. 1988 - 1992
Ameriprise Financial Services, Inc. 1985 - 1988
Ameriprise Financial Services, Inc. 1979 - 1985
Skills
Integration, Leadership, Requirements Gathering, JCL, Project Management, Requirements Analysis, Lotus Notes, Business Requirements, Testing, Program Management, Mainframe, Software Documentation, Windows
Education
Concordia University-St. Paul 2013 — 2015
Information Technology Management
North Hennepin Community College 2010 — 2012
Associate of Arts
Lee Hecht Harrison 2009 — 2009
2 Day Career Transition Seminar
Augsburg College
University of Minnesota-Twin Cities
Computer Science
Ameriprise Financial Services, Inc. April 2011 - Present
Ameriprise Financial 1998 - 2009
Ameriprise Financial Services, Inc. 1996 - 1998
Ameriprise Financial Services, Inc. 1994 - 1996
Ameriprise Financial Services, Inc. 1992 - 1994
Ameriprise Financial Services, Inc. 1988 - 1992
Ameriprise Financial Services, Inc. 1985 - 1988
Ameriprise Financial Services, Inc. 1979 - 1985
Skills
Integration, Leadership, Requirements Gathering, JCL, Project Management, Requirements Analysis, Lotus Notes, Business Requirements, Testing, Program Management, Mainframe, Software Documentation, Windows
Education
Concordia University-St. Paul 2013 — 2015
Information Technology Management
North Hennepin Community College 2010 — 2012
Associate of Arts
Lee Hecht Harrison 2009 — 2009
2 Day Career Transition Seminar
Augsburg College
University of Minnesota-Twin Cities
Computer Science
Tim Stensrud Tim Stensrud's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Senior Director Introducing Broker Dealer Transaction Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial April 2007 - May 2011
Ameriprise Financial October 2001 - April 2007
US Bank 1996 - 1999
Skills
Mutual Funds, Financial Advisory, Series 7, FINRA, Securities, Asset Managment, AML, Insurance, Trading, Financial Services, Asset Management, Back Office, Wealth Management, Series 63, Financial Risk, Series 24
Education
Augsburg College 2006 — 2008
masters, business administration
Minnesota State University, Mankato 1988 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
St. Cloud State University 1988 — 1992
bs, business
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial April 2007 - May 2011
Ameriprise Financial October 2001 - April 2007
US Bank 1996 - 1999
Skills
Mutual Funds, Financial Advisory, Series 7, FINRA, Securities, Asset Managment, AML, Insurance, Trading, Financial Services, Asset Management, Back Office, Wealth Management, Series 63, Financial Risk, Series 24
Education
Augsburg College 2006 — 2008
masters, business administration
Minnesota State University, Mankato 1988 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
St. Cloud State University 1988 — 1992
bs, business
Rob Bossen Rob Bossen's Ameriprise Financial Services, Inc. Experience February 2011 - February 2013
Job Director of Sales and Logistics at Pau Hana Surf Supply
Industry Sporting Goods
Experience
Pau Hana Surf Supply February 2013 - Present
Silver Creek Paddle & Compay April 2010 - March 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial February 2010 - February 2011
Ameriprise Financial Services, Inc. March 2009 - March 2010
Ameriprise Financial May 2007 - March 2009
Ameriprise Financial March 2005 - May 2007
American Express Financial Advisors July 2002 - March 2005
Cargill July 1999 - July 2002
Skills
Finance, Sales, Training
Education
Augsburg College 2008 — 2009
MBA
University of Wisconsin-Eau Claire 1996 — 1999
BA, Management Information Systems
Pau Hana Surf Supply February 2013 - Present
Silver Creek Paddle & Compay April 2010 - March 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial February 2010 - February 2011
Ameriprise Financial Services, Inc. March 2009 - March 2010
Ameriprise Financial May 2007 - March 2009
Ameriprise Financial March 2005 - May 2007
American Express Financial Advisors July 2002 - March 2005
Cargill July 1999 - July 2002
Skills
Finance, Sales, Training
Education
Augsburg College 2008 — 2009
MBA
University of Wisconsin-Eau Claire 1996 — 1999
BA, Management Information Systems
C. Don Ladd C. Don Ladd's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Senior Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial March 1969 - Present
American Express, IDS 1990 - 1995
Education
Austin Peay State University 1961 — 1969
B S., Chemisty and Business
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial March 1969 - Present
American Express, IDS 1990 - 1995
Education
Austin Peay State University 1961 — 1969
B S., Chemisty and Business
Craig Harsfield, CRPC®, CLTC's Ameriprise Financial Services, Inc. Experience 1999 - December 2013
Job CoFounder and Managing Partner at Paradigm Private Wealth
Industry Financial Services
Experience
Paradigm Private Wealth December 2013 - Present
Ameriprise Financial Services, Inc. 1999 - December 2013
Skills
Series 7, Strategic Financial..., Investment Advisory, Investments, Mutual Funds, Asset Allocation, Series 63, Wealth Management, Financial Analysis, Retirement Planning, Uniform Combined State..., Financial Modeling, Asset Management, Portfolio Management, Fixed Income, Series 66
Education
Babson College 1997 — 2001
Bachelor's degree in Business, Concentrations: Entrepreneurship, Marketing and Business Law
Paradigm Private Wealth December 2013 - Present
Ameriprise Financial Services, Inc. 1999 - December 2013
Skills
Series 7, Strategic Financial..., Investment Advisory, Investments, Mutual Funds, Asset Allocation, Series 63, Wealth Management, Financial Analysis, Retirement Planning, Uniform Combined State..., Financial Modeling, Asset Management, Portfolio Management, Fixed Income, Series 66
Education
Babson College 1997 — 2001
Bachelor's degree in Business, Concentrations: Entrepreneurship, Marketing and Business Law
Robert Budahl Robert Budahl's Ameriprise Financial Services, Inc. Experience October 2004 - October 2005
Job Seeking a professional career field
Industry Banking
Experience
Volunteer endeavours and part time work March 2006 - Present
U.S. Bank October 2005 - March 2006
Ameriprise Financial Services, Inc. October 2004 - October 2005
3M September 1997 - July 2002
Coldwell Banker and Century 21 Real Estate July 1993 - September 1997
Citibank SD August 1989 - July 1996
Skills
Leadership, Customer Service, Banking, Financial Analysis, Strategic Planning, Security, Forecasting, Government, Microsoft Excel, Training, Process Improvement, Westlaw, Microsoft Office, Series 63, Political Science, Speech, FINRA, Westlaw Legal Research, Lexis/Nexis Legal..., Series 3, Gobal Leadership, Multi-tasking
Education
Bethel University 2003 — 2005
BA, Organizational Leadership, 3.13 GPA
University of Minnesota-Twin Cities 2003 — 2003
Political Science and Government, 3.0
USDSU
Augustana College (SD) 1991 — 1992
Accounting
Center for Legal Studies
American Institute of Banking 1989 — 1990
Consumer lending, Banking, A
Century 21 Real Estate Prelicensing School
NASD 2000 — 2000
NASD futures and options exams Series 3 and 63
Volunteer endeavours and part time work March 2006 - Present
U.S. Bank October 2005 - March 2006
Ameriprise Financial Services, Inc. October 2004 - October 2005
3M September 1997 - July 2002
Coldwell Banker and Century 21 Real Estate July 1993 - September 1997
Citibank SD August 1989 - July 1996
Skills
Leadership, Customer Service, Banking, Financial Analysis, Strategic Planning, Security, Forecasting, Government, Microsoft Excel, Training, Process Improvement, Westlaw, Microsoft Office, Series 63, Political Science, Speech, FINRA, Westlaw Legal Research, Lexis/Nexis Legal..., Series 3, Gobal Leadership, Multi-tasking
Education
Bethel University 2003 — 2005
BA, Organizational Leadership, 3.13 GPA
University of Minnesota-Twin Cities 2003 — 2003
Political Science and Government, 3.0
USDSU
Augustana College (SD) 1991 — 1992
Accounting
Center for Legal Studies
American Institute of Banking 1989 — 1990
Consumer lending, Banking, A
Century 21 Real Estate Prelicensing School
NASD 2000 — 2000
NASD futures and options exams Series 3 and 63
Jill Marcinkowski's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - August 2015
Ameriprise Financial Services, Inc. January 2012 - August 2013
Ameriprise Financial Services, Inc. January 2011 - January 2012
Wells Fargo March 2010 - December 2011
Wells Fargo October 2008 - March 2011
Skills
Communication, Business Strategy, Analytics, Volunteer Management, Member of Toastmasters, Leadership, Data Analysis, Finance
Education
Augsburg College 2013 — 2016
Bachelor of Arts (BA), Communication, General
Minneapolis Community and Technical College 2008 — 2012
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - August 2015
Ameriprise Financial Services, Inc. January 2012 - August 2013
Ameriprise Financial Services, Inc. January 2011 - January 2012
Wells Fargo March 2010 - December 2011
Wells Fargo October 2008 - March 2011
Skills
Communication, Business Strategy, Analytics, Volunteer Management, Member of Toastmasters, Leadership, Data Analysis, Finance
Education
Augsburg College 2013 — 2016
Bachelor of Arts (BA), Communication, General
Minneapolis Community and Technical College 2008 — 2012
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Ahmed Alimici Ahmed Alimici's Ameriprise Financial Services, Inc. Experience May 2012 - October 2012
Job IT Risk Advisory Consultant with EY
Industry Financial Services
Experience
Augsburg College IT Risk Advisory ConsultantEYJuly 2015 - Present
US Bancorp August 2014 - June 2015
US Bancorp January 2013 - December 2013
Ameriprise Financial Services, Inc. May 2012 - October 2012
Wells Fargo May 2010 - April 2012
Skills
Retirement Planning, Saving for Education, Cash Flow Management..., Financial Advisory, Financial Services, Investments, Strategic Financial..., Asset Management, Series 7, Series 63, Wealth Management, Credit, Loans, Financial Planners, Credit Analysis, Small Business Lending, Finance, Mutual Funds, Microsoft Office, Equities, Financial Analysis, Microsoft Excel
Education
Augsburg College 2010 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Augsburg College IT Risk Advisory ConsultantEYJuly 2015 - Present
US Bancorp August 2014 - June 2015
US Bancorp January 2013 - December 2013
Ameriprise Financial Services, Inc. May 2012 - October 2012
Wells Fargo May 2010 - April 2012
Skills
Retirement Planning, Saving for Education, Cash Flow Management..., Financial Advisory, Financial Services, Investments, Strategic Financial..., Asset Management, Series 7, Series 63, Wealth Management, Credit, Loans, Financial Planners, Credit Analysis, Small Business Lending, Finance, Mutual Funds, Microsoft Office, Equities, Financial Analysis, Microsoft Excel
Education
Augsburg College 2010 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Donald Robertson, CRPC® Donald Robertson, CRPC®'s Ameriprise Financial Services, Inc. Experience January 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1997 - Present
Education
Augustana College (SD)
B.S., Biology/Chemistry
Ameriprise Financial Services, Inc. January 1997 - Present
Education
Augustana College (SD)
B.S., Biology/Chemistry
Linda Austad Linda Austad's Ameriprise Financial Services, Inc. Experience August 1999 - January 2004
Job Learning and Development Consultant at Wells Fargo
Industry Professional Training & Coaching
Experience
Wells Fargo June 2014 - Present
Wells Fargo July 2010 - June 2014
Boston Rescue Mission August 2007 - July 2009
Ameriprise Financial Services, Inc. August 1999 - January 2004
Skills
Customer Service, Training & Development, Technical Training, Public Speaking, Discipleship, Pastoral Care, Non-profits, Small Groups, Retreat Facilitation, Coaching, Workshop Facilitation, Leadership Development, PowerPoint, Training, Microsoft Excel, Training Delivery, Microsoft Word, Financial Services, Teamwork, Employee Training, Customer Satisfaction, Staff Development, Analysis, Leadership, Organizational..., Conflict Resolution, Team Building, Nonprofits, Community Outreach, Volunteer Management, Event Planning
Education
Gordon Conwell Theological Seminary 2004 — 2007
M Div
Eastern University 1979 — 1982
BSW, Social work/sociology
Augsburg College 1977 — 1979
BSW, Social Work
Central High School 1975 — 1977
Wells Fargo June 2014 - Present
Wells Fargo July 2010 - June 2014
Boston Rescue Mission August 2007 - July 2009
Ameriprise Financial Services, Inc. August 1999 - January 2004
Skills
Customer Service, Training & Development, Technical Training, Public Speaking, Discipleship, Pastoral Care, Non-profits, Small Groups, Retreat Facilitation, Coaching, Workshop Facilitation, Leadership Development, PowerPoint, Training, Microsoft Excel, Training Delivery, Microsoft Word, Financial Services, Teamwork, Employee Training, Customer Satisfaction, Staff Development, Analysis, Leadership, Organizational..., Conflict Resolution, Team Building, Nonprofits, Community Outreach, Volunteer Management, Event Planning
Education
Gordon Conwell Theological Seminary 2004 — 2007
M Div
Eastern University 1979 — 1982
BSW, Social work/sociology
Augsburg College 1977 — 1979
BSW, Social Work
Central High School 1975 — 1977
Jason Moen Jason Moen's Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Director SecuritiesBased Lending at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2003 - Present
Accenture 1998 - 2003
Skills
Securities-Based Lending, Margin Lending, Investments, Equities, Options, ETFs
Education
Augsburg College 1994 — 1998
Bachelor’s Degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. 2003 - Present
Accenture 1998 - 2003
Skills
Securities-Based Lending, Margin Lending, Investments, Equities, Options, ETFs
Education
Augsburg College 1994 — 1998
Bachelor’s Degree, Business Administration and Management, General
Maria Phillips Maria Phillips's Ameriprise Financial Services, Inc. Experience November 2004 - June 2006
Job Business Analyst at Delta Air Lines, IT Project Management Office
Industry Information Technology and Services
Experience
Delta Air Lines March 2011 - Present
Fulcrum Consulting April 2010 - February 2011
Blue Cross Blue Shield of Minnesota October 2008 - September 2009
Blue Cross Blue Shield of Minnesota June 2006 - October 2008
Ameriprise Financial Services, Inc. November 2004 - June 2006
Trammell Crow Company May 2003 - November 2004
Carl Zeiss IMT Corp November 2000 - November 2002
Piper Jaffray February 1999 - November 2000
Skills
Microsoft Office, Dreamweaver, Access, MS Project, PMO, Event Planning, Presentation Development, Desktop Publishing, Project Portfolio..., Quality Center, SharePoint Designer, Visio, Project Management, Data Analysis, Process Improvement, Business Process...
Education
Augsburg College 1989 — 2009
BA Business Administration, International Business
Delta Air Lines March 2011 - Present
Fulcrum Consulting April 2010 - February 2011
Blue Cross Blue Shield of Minnesota October 2008 - September 2009
Blue Cross Blue Shield of Minnesota June 2006 - October 2008
Ameriprise Financial Services, Inc. November 2004 - June 2006
Trammell Crow Company May 2003 - November 2004
Carl Zeiss IMT Corp November 2000 - November 2002
Piper Jaffray February 1999 - November 2000
Skills
Microsoft Office, Dreamweaver, Access, MS Project, PMO, Event Planning, Presentation Development, Desktop Publishing, Project Portfolio..., Quality Center, SharePoint Designer, Visio, Project Management, Data Analysis, Process Improvement, Business Process...
Education
Augsburg College 1989 — 2009
BA Business Administration, International Business
Lindsay Plathe Lindsay Plathe's Ameriprise Financial Services, Inc. Experience May 2011 - September 2011
Job Client Service Coordinator at Investors Advisory Management Group
Industry Marketing and Advertising
Experience
Investors Advisory Management Group January 2013 - Present
Lindsay Plathe Marketing September 2012 - July 2013
Public Relations Student Society of America (PRSSA) May 2011 - May 2012
Augustana College Advancement Office September 2008 - May 2012
Augustana College (SD) May 2011 - October 2011
Ameriprise Financial Services, Inc. May 2011 - September 2011
Snortum's Landscape & Design May 2010 - August 2011
Skills
Event Planning, Editing, Social Networking, Research, PowerPoint, Event Management, Public Relations, Social Media Marketing, Teamwork, Microsoft Office, Marketing Communications, Marketing, Microsoft Word, Alumni Relations, Blogging, Customer Service, Newsletters, Leadership, Time Management, Facebook, Management, Sales, Marketing Strategy
Education
Augustana College (SD) 2008 — 2012
Bachelor of Arts (B.A.), Business Administration - Marketing & Management
Investors Advisory Management Group January 2013 - Present
Lindsay Plathe Marketing September 2012 - July 2013
Public Relations Student Society of America (PRSSA) May 2011 - May 2012
Augustana College Advancement Office September 2008 - May 2012
Augustana College (SD) May 2011 - October 2011
Ameriprise Financial Services, Inc. May 2011 - September 2011
Snortum's Landscape & Design May 2010 - August 2011
Skills
Event Planning, Editing, Social Networking, Research, PowerPoint, Event Management, Public Relations, Social Media Marketing, Teamwork, Microsoft Office, Marketing Communications, Marketing, Microsoft Word, Alumni Relations, Blogging, Customer Service, Newsletters, Leadership, Time Management, Facebook, Management, Sales, Marketing Strategy
Education
Augustana College (SD) 2008 — 2012
Bachelor of Arts (B.A.), Business Administration - Marketing & Management
Dean Jarnow's Ameriprise Financial Services, Inc. Experience February 1999 - September 2007
Job Principal at Jarnow Strategic Partners, LLC
Industry Financial Services
Experience
Jarnow Strategic Partners, LLC September 2015 - Present
Portico Benefit Services July 2012 - September 2015
Noesis, LLC September 2007 - September 2012
United Health Group January 2010 - June 2012
Private Equity Company May 2008 - December 2011
Siemens Energy January 2010 - May 2011
Allianz Life October 2010 - December 2010
Siemens Energy May 2009 - November 2009
Thrivent Financial October 2007 - July 2008
Ameriprise Financial Services, Inc. February 1999 - September 2007
Skills
Strategy Development, Strategic Planning, Compliance, Analysis, Product Development, Problem Solving, Investments, Financial Analysis, Product Management, Management Consulting, Program Management, Process Improvement, Strategy, Project Management, Project Planning, Business Analysis, Vendor Management, Account Management, Insurance, Leadership, Marketing Strategy, Business Process..., Financial Services, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Change Management, Business Intelligence, Market Research, Business Planning, Employee Benefits, CRM, Portfolio Management, Management, Analytics, Competitive Analysis, Business Strategy, Consulting
Education
University of Iowa - Henry B. Tippie College of Business 1983 — 1985
B.B.A., Finance
Augsburg College 1997 — 2000
Thesis Candidate, M.A. Leadership
Jarnow Strategic Partners, LLC September 2015 - Present
Portico Benefit Services July 2012 - September 2015
Noesis, LLC September 2007 - September 2012
United Health Group January 2010 - June 2012
Private Equity Company May 2008 - December 2011
Siemens Energy January 2010 - May 2011
Allianz Life October 2010 - December 2010
Siemens Energy May 2009 - November 2009
Thrivent Financial October 2007 - July 2008
Ameriprise Financial Services, Inc. February 1999 - September 2007
Skills
Strategy Development, Strategic Planning, Compliance, Analysis, Product Development, Problem Solving, Investments, Financial Analysis, Product Management, Management Consulting, Program Management, Process Improvement, Strategy, Project Management, Project Planning, Business Analysis, Vendor Management, Account Management, Insurance, Leadership, Marketing Strategy, Business Process..., Financial Services, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Change Management, Business Intelligence, Market Research, Business Planning, Employee Benefits, CRM, Portfolio Management, Management, Analytics, Competitive Analysis, Business Strategy, Consulting
Education
University of Iowa - Henry B. Tippie College of Business 1983 — 1985
B.B.A., Finance
Augsburg College 1997 — 2000
Thesis Candidate, M.A. Leadership
Graeme Connell's Ameriprise Financial Services, Inc. Experience September 2004 - May 2007
Job Life Internal Wholesaler Team Lead at AXA US
Industry Financial Services
Experience
AXA US December 2014 - Present
AXA US March 2014 - Present
Ofori & Associates, REO November 2010 - March 2014
Centinel Financial Group, LLC May 2007 - October 2008
Ameriprise Financial Services, Inc. September 2004 - May 2007
Ameriprise Financial Services, Inc. June 2006 - August 2006
Skills
Financial Services, Life Insurance, Investments, Financial Planning, Sales, Sales Management, Sales Presentations, Group Presentations, Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance, Financial Markets, Investment Management, Finance, Mutual Funds, Portfolio Management
Education
Babson College 2003 — 2007
Bachelor's Degree, Business Administration - Finance Concentration
AXA US December 2014 - Present
AXA US March 2014 - Present
Ofori & Associates, REO November 2010 - March 2014
Centinel Financial Group, LLC May 2007 - October 2008
Ameriprise Financial Services, Inc. September 2004 - May 2007
Ameriprise Financial Services, Inc. June 2006 - August 2006
Skills
Financial Services, Life Insurance, Investments, Financial Planning, Sales, Sales Management, Sales Presentations, Group Presentations, Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance, Financial Markets, Investment Management, Finance, Mutual Funds, Portfolio Management
Education
Babson College 2003 — 2007
Bachelor's Degree, Business Administration - Finance Concentration
Jeff Geloneck Jeff Geloneck's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Experienced Real Estate Professional and Entrepreneur with more than 10 years of progressive experience.
Industry Real Estate
Experience
Rental Beast September 2015 - Present
Greenview Capital Group, LLC April 2015 - Present
P&G Homes, LLC May 2012 - Present
Fiind Properties, LLC April 2013 - Present
Tramontina USA June 2008 - March 2013
Apex Endurance Sports, LLC 2010 - 2013
Etrade Financial May 2007 - June 2008
Presbyterian School 2007 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Real Estate, Valuation, Risk Management, Strategic Planning, Real Estate Investor, Real Estate Transactions, Contract Negotiation, Due Diligence, Commercial Real Estate, Negotiation, Investors, Residential Homes, Sellers, Single Family Homes, Sales, Investments, Management, Finance, Investment Properties, Leadership, Entrepreneurship, Marketing, Asset Management, Real Estate Development, Private Equity, Real Estate Economics, Venture Capital, Team Building, Real Estate Financing, Strategy, Business Strategy, New Business Development
Education
Jones Graduate School of Business, Rice University 2008 — 2010
MBA
Austin College 2001 — 2005
Bachelor of Arts (B.A.), Double Major in Economics and Business, 3.6
Rental Beast September 2015 - Present
Greenview Capital Group, LLC April 2015 - Present
P&G Homes, LLC May 2012 - Present
Fiind Properties, LLC April 2013 - Present
Tramontina USA June 2008 - March 2013
Apex Endurance Sports, LLC 2010 - 2013
Etrade Financial May 2007 - June 2008
Presbyterian School 2007 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Real Estate, Valuation, Risk Management, Strategic Planning, Real Estate Investor, Real Estate Transactions, Contract Negotiation, Due Diligence, Commercial Real Estate, Negotiation, Investors, Residential Homes, Sellers, Single Family Homes, Sales, Investments, Management, Finance, Investment Properties, Leadership, Entrepreneurship, Marketing, Asset Management, Real Estate Development, Private Equity, Real Estate Economics, Venture Capital, Team Building, Real Estate Financing, Strategy, Business Strategy, New Business Development
Education
Jones Graduate School of Business, Rice University 2008 — 2010
MBA
Austin College 2001 — 2005
Bachelor of Arts (B.A.), Double Major in Economics and Business, 3.6
Dolly Bilyeu Dolly Bilyeu's Ameriprise Financial Services, Inc. Experience May 2011 - April 2015
Job Retirement Planning
Industry Financial Services
Experience
Portico Benefit Services July 2015 - Present
Ameriprise Financial Services, Inc. May 2011 - April 2015
Ameriprise Financial January 2006 - May 2011
RiverSource Insurance 2004 - 2006
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors July 1999 - 2001
Skills
Estate Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Retirement Planning, Series 63, Investments, Strategic Financial..., Financial Planning, Financial Advisory
Education
Augsburg College 2014 — 2016
Bachelor's Degree, Communication and Media Studies
University of Minnesota-Twin Cities 1993 — 1994
Rainy River Community College 1991 — 1993
Associate of Arts (A.A.)
Portico Benefit Services July 2015 - Present
Ameriprise Financial Services, Inc. May 2011 - April 2015
Ameriprise Financial January 2006 - May 2011
RiverSource Insurance 2004 - 2006
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors July 1999 - 2001
Skills
Estate Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Retirement Planning, Series 63, Investments, Strategic Financial..., Financial Planning, Financial Advisory
Education
Augsburg College 2014 — 2016
Bachelor's Degree, Communication and Media Studies
University of Minnesota-Twin Cities 1993 — 1994
Rainy River Community College 1991 — 1993
Associate of Arts (A.A.)
Holly Knutson, MBA Holly Knutson, MBA's Ameriprise Financial Services, Inc. Experience July 2015 - September 2015
Job Business Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - September 2015
Augsburg College June 2015 - July 2015
3M April 2012 - May 2015
3M February 2012 - April 2012
3M September 2011 - February 2012
Little Brothers - Friends of the Elderly September 2008 - April 2011
International Decision Systems September 2007 - August 2008
State of Minnesota January 2006 - May 2007
Minnesota Council of Accounting Educators March 2006 - March 2006
Taylor Corporation-NE Metro April 2004 - July 2005
Skills
Management, Organizational..., Leadership, Marketing, Coaching, Strategy, Training, Budgets, Event Planning, Customer Service, Strategic Planning, Forecasting, Public Speaking
Education
Augsburg College 2005 — 2007
MBA, Business
Augsburg College 1999 — 2003
BA, International Business
Augsburg College 1999 — 2003
Minor, MIS
Kanda University of International Studies 2002 — 2002
BA, Japanese, Culture, Business
Ameriprise Financial Services, Inc. July 2015 - September 2015
Augsburg College June 2015 - July 2015
3M April 2012 - May 2015
3M February 2012 - April 2012
3M September 2011 - February 2012
Little Brothers - Friends of the Elderly September 2008 - April 2011
International Decision Systems September 2007 - August 2008
State of Minnesota January 2006 - May 2007
Minnesota Council of Accounting Educators March 2006 - March 2006
Taylor Corporation-NE Metro April 2004 - July 2005
Skills
Management, Organizational..., Leadership, Marketing, Coaching, Strategy, Training, Budgets, Event Planning, Customer Service, Strategic Planning, Forecasting, Public Speaking
Education
Augsburg College 2005 — 2007
MBA, Business
Augsburg College 1999 — 2003
BA, International Business
Augsburg College 1999 — 2003
Minor, MIS
Kanda University of International Studies 2002 — 2002
BA, Japanese, Culture, Business
Lyle Schonberger Lyle Schonberger's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Vice President Investment Research Group, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors, Inc. October 2000 - October 2008
Olde Asset Management October 2000 - October 2001
H&R Block Financial Advisors, Inc. January 2000 - October 2000
Olde Discount Stockbrokers January 1999 - December 1999
Olde Discount Stockbrokers January 1994 - December 1998
Skills
Investment/Product Due..., FINRA Rule 2711..., Model Portfolio..., Strategic Planning and..., Team Leadership and..., Employee Development, Equities, Leadership, Due Diligence, Valuation, Investment Management, Portfolio Management, Alternative Investments, FINRA, Mutual Funds, Management, Strategy, Investments, Asset Allocation, Investment Advisory, Training, Recruiting, Fixed Income, Securities, Equity Research, Asset Management, ETFs, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Series 24, Insurance, Series 7, Strategic Financial..., Bonds, Series 63
Education
Drexel University - LeBow College of Business 1991 — 1993
MBA, Dual Degree in Finance & International Business
Austin College 1987 — 1991
B.A., Business
Coronado High School 1984 — 1987
Diploma
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors, Inc. October 2000 - October 2008
Olde Asset Management October 2000 - October 2001
H&R Block Financial Advisors, Inc. January 2000 - October 2000
Olde Discount Stockbrokers January 1999 - December 1999
Olde Discount Stockbrokers January 1994 - December 1998
Skills
Investment/Product Due..., FINRA Rule 2711..., Model Portfolio..., Strategic Planning and..., Team Leadership and..., Employee Development, Equities, Leadership, Due Diligence, Valuation, Investment Management, Portfolio Management, Alternative Investments, FINRA, Mutual Funds, Management, Strategy, Investments, Asset Allocation, Investment Advisory, Training, Recruiting, Fixed Income, Securities, Equity Research, Asset Management, ETFs, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Series 24, Insurance, Series 7, Strategic Financial..., Bonds, Series 63
Education
Drexel University - LeBow College of Business 1991 — 1993
MBA, Dual Degree in Finance & International Business
Austin College 1987 — 1991
B.A., Business
Coronado High School 1984 — 1987
Diploma
Christie Trinh's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Experienced Advisor Recruiter at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Northwestern Mutual March 2012 - December 2012
Wells Fargo Bank March 2011 - March 2012
Wells Fargo Bank December 2010 - March 2012
Wells Fargo Bank November 2010 - December 2010
Wells Fargo Bank October 2009 - November 2010
Wells Fargo Bank June 2008 - October 2009
Aldo Group August 2007 - June 2009
Skills
Building Relationships, Team Leadership, Leadership Development, Creative Development, Community Outreach, Business Communications, Loan Origination, Creative Direction, Banking, Marketing, Recruiting, Team Building, Risk Management, Training, Leadership, Customer Service, Coaching, Sales, Business Development, Time Management, Sourcing, Finance, Teamwork
Education
Augsburg College
Business, Management
Concordia University-St. Paul 2007 — 2011
Ameriprise Financial Services, Inc. January 2013 - Present
Northwestern Mutual March 2012 - December 2012
Wells Fargo Bank March 2011 - March 2012
Wells Fargo Bank December 2010 - March 2012
Wells Fargo Bank November 2010 - December 2010
Wells Fargo Bank October 2009 - November 2010
Wells Fargo Bank June 2008 - October 2009
Aldo Group August 2007 - June 2009
Skills
Building Relationships, Team Leadership, Leadership Development, Creative Development, Community Outreach, Business Communications, Loan Origination, Creative Direction, Banking, Marketing, Recruiting, Team Building, Risk Management, Training, Leadership, Customer Service, Coaching, Sales, Business Development, Time Management, Sourcing, Finance, Teamwork
Education
Augsburg College
Business, Management
Concordia University-St. Paul 2007 — 2011
Katie Morrison Katie Morrison's Ameriprise Financial Services, Inc. Experience September 2009 - Present
Job Manager at Ameriprise Financial RiverSource Life Insurance Company
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. - RiverSource Annuities June 2014 - Present
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
Allianz Life 2002 - 2003
Allianz Life 2000 - 2002
American Express Financial Advisors 1999 - 2000
Prudential Financial 1996 - 1999
Prudential Financial 1994 - 1996
Prudential Financial 1989 - 1994
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Securities, Strategic Financial..., Series 24, Wealth Management, Investments, Retirement, Financial Services, FINRA, Fixed Annuities, Investment Advisory, Asset Allocation, Insurance, Process Improvement, Training, Business Process..., Leadership
Education
Augsburg College
Bachelor's degree, Communication, General
Ameriprise Financial Services, Inc. - RiverSource Annuities June 2014 - Present
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
Allianz Life 2002 - 2003
Allianz Life 2000 - 2002
American Express Financial Advisors 1999 - 2000
Prudential Financial 1996 - 1999
Prudential Financial 1994 - 1996
Prudential Financial 1989 - 1994
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Securities, Strategic Financial..., Series 24, Wealth Management, Investments, Retirement, Financial Services, FINRA, Fixed Annuities, Investment Advisory, Asset Allocation, Insurance, Process Improvement, Training, Business Process..., Leadership
Education
Augsburg College
Bachelor's degree, Communication, General
Erin Dunagan Erin Dunagan's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Interactive Marketing Specialist at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
John Deere November 2012 - August 2013
Group O June 2012 - September 2012
Illinois State University August 2011 - June 2012
KWQC TV-6 News June 2006 - June 2012
Augustana College April 2009 - June 2010
ExCEL Special Education School November 2008 - June 2010
Starlight Children's Foundation Australia January 2008 - March 2008
Skills
Student Affairs, Tutoring, Teaching, Public Speaking, Editing, Research, Event Planning, Facebook, Social Media, Non-profits, Newsletters, Higher Education, Blogging, Social Networking, Public Relations, Leadership, Marketing Strategy, Internal Communications
Education
Illinois State University 2010 — 2012
Master of Science, Communication
Augustana College 2004 — 2008
Bachelor of Arts, Communication
Ameriprise Financial Services, Inc. September 2013 - Present
John Deere November 2012 - August 2013
Group O June 2012 - September 2012
Illinois State University August 2011 - June 2012
KWQC TV-6 News June 2006 - June 2012
Augustana College April 2009 - June 2010
ExCEL Special Education School November 2008 - June 2010
Starlight Children's Foundation Australia January 2008 - March 2008
Skills
Student Affairs, Tutoring, Teaching, Public Speaking, Editing, Research, Event Planning, Facebook, Social Media, Non-profits, Newsletters, Higher Education, Blogging, Social Networking, Public Relations, Leadership, Marketing Strategy, Internal Communications
Education
Illinois State University 2010 — 2012
Master of Science, Communication
Augustana College 2004 — 2008
Bachelor of Arts, Communication
Derick Kelly's Ameriprise Financial Services, Inc. Experience 2009 - 2013
Job Financial Advisor at Five Star Financial
Industry Financial Services
Experience
Five Star Financial Resources June 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2013
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Retirement, Strategic Financial..., Investments, Series 63, Securities, Asset Allocation, Fixed Annuities, Investment Advisory, Estate Planning, Portfolio Management, Financial Advisory, Equities, Financial Services, Investment Strategies, Asset Management, Financial Analysis, IRAs, 401k, FINRA, Alternative Investments, Wealth Management..., ETFs, 401k Rollovers, High Net Worth..., Pensions, Life Insurance, Saving for Education, Variable Annuities, Long Term Care Insurance, 529 Plans, Roth IRA, Income Protection
Education
Augsburg College 2004 — 2009
Bachelor's degree, Finance and Business Adminstration
Five Star Financial Resources June 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2013
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Retirement, Strategic Financial..., Investments, Series 63, Securities, Asset Allocation, Fixed Annuities, Investment Advisory, Estate Planning, Portfolio Management, Financial Advisory, Equities, Financial Services, Investment Strategies, Asset Management, Financial Analysis, IRAs, 401k, FINRA, Alternative Investments, Wealth Management..., ETFs, 401k Rollovers, High Net Worth..., Pensions, Life Insurance, Saving for Education, Variable Annuities, Long Term Care Insurance, 529 Plans, Roth IRA, Income Protection
Education
Augsburg College 2004 — 2009
Bachelor's degree, Finance and Business Adminstration
Nick Collins, CRPC® Nick Collins, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Sr. Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2007 - Present
Ameriprise Financial Services, Inc. December 2004 - September 2007
Skills
Personal Financial..., Estate Planning, Insurance Consulting, Retirement Planning, Permanent Life Insurance, Irrevocable Life..., Disability Insurance, Asset Managment, Relationship Mgmt, Territory Mgmt, Series 7, Series 63, Finance, Employee Benefits, 401k
Education
Augsburg College 2000 — 2004
Bachelor of Arts (B.A.), Marketing; Management Information Systems
Ameriprise Financial Services, Inc. September 2007 - Present
Ameriprise Financial Services, Inc. December 2004 - September 2007
Skills
Personal Financial..., Estate Planning, Insurance Consulting, Retirement Planning, Permanent Life Insurance, Irrevocable Life..., Disability Insurance, Asset Managment, Relationship Mgmt, Territory Mgmt, Series 7, Series 63, Finance, Employee Benefits, 401k
Education
Augsburg College 2000 — 2004
Bachelor of Arts (B.A.), Marketing; Management Information Systems
Matt Quale Matt Quale's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Director of Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial February 2012 - Present
Ameriprise Financial Services, Inc. October 2010 - February 2012
Ameriprise Financial Services, Inc. October 2006 - June 2010
Ameriprise Financial Services, Inc. June 2004 - October 2006
Skills
Business Architecture, Software Project..., Team Leadership, Dialogue, CICS, DB2/SQL, COBOL, Team Building, Troubleshooting, Testing, managing relationships, Agile Project Management, PEGA, International Relations, Management, Process Improvement, UML, Business Process, SDLC, Requirements Analysis, Visio, Application Architecture, Enterprise Architecture, PMP, Vendor Management, Agile Methodologies, Mainframe, Software Development, Solution Architecture, Project Management, Business Analysis, Business Process..., Project Delivery, IBM Mainframe, Team Management, Analysis, Software Design, Leadership, Program Management, Strategy, Cross-functional Team...
Education
Augsburg College 2001 — 2005
B.S. Computer Science, Computer Science
Augsburg College 2001 — 2005
B.S, Computer Science
Augsburg College 2001 — 2005
B.S, Computer Science
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial February 2012 - Present
Ameriprise Financial Services, Inc. October 2010 - February 2012
Ameriprise Financial Services, Inc. October 2006 - June 2010
Ameriprise Financial Services, Inc. June 2004 - October 2006
Skills
Business Architecture, Software Project..., Team Leadership, Dialogue, CICS, DB2/SQL, COBOL, Team Building, Troubleshooting, Testing, managing relationships, Agile Project Management, PEGA, International Relations, Management, Process Improvement, UML, Business Process, SDLC, Requirements Analysis, Visio, Application Architecture, Enterprise Architecture, PMP, Vendor Management, Agile Methodologies, Mainframe, Software Development, Solution Architecture, Project Management, Business Analysis, Business Process..., Project Delivery, IBM Mainframe, Team Management, Analysis, Software Design, Leadership, Program Management, Strategy, Cross-functional Team...
Education
Augsburg College 2001 — 2005
B.S. Computer Science, Computer Science
Augsburg College 2001 — 2005
B.S, Computer Science
Augsburg College 2001 — 2005
B.S, Computer Science
Perry Egertson Perry Egertson's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Compliance Analyst at Ameriprise Financial
Industry Financial Services
Experience
Empire Biotechnologies 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
McSweeney / Langevin September 2012 - July 2014
William Mitchell Law Review March 2013 - May 2014
William Mitchell College of Law September 2011 - May 2014
Eagle Creek Software Services June 2010 - August 2011
Eagle Creek Software Services May 2009 - June 2010
Eagle Creek Software Services January 2009 - April 2009
Skills
Accounts Payable, Auditing, Invoicing, Data Entry, Time Management, Accounting, Financial Statements, Customer Service, Analysis, Bookkeeping, Journal Entries, Legal Writing, Microsoft Excel, Outlook, PowerPoint, Westlaw
Education
Augsburg College 2005 — 2009
BA, Economics, International Relations, German
Empire Biotechnologies 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
McSweeney / Langevin September 2012 - July 2014
William Mitchell Law Review March 2013 - May 2014
William Mitchell College of Law September 2011 - May 2014
Eagle Creek Software Services June 2010 - August 2011
Eagle Creek Software Services May 2009 - June 2010
Eagle Creek Software Services January 2009 - April 2009
Skills
Accounts Payable, Auditing, Invoicing, Data Entry, Time Management, Accounting, Financial Statements, Customer Service, Analysis, Bookkeeping, Journal Entries, Legal Writing, Microsoft Excel, Outlook, PowerPoint, Westlaw
Education
Augsburg College 2005 — 2009
BA, Economics, International Relations, German
Carlie Clayton Carlie Clayton's Ameriprise Financial Services, Inc. Experience December 2007 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2007 - Present
A.G. Edwards & Sons, Inc. 2006 - 2007
Skills
Series 7, Customer Service, Marketing, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Retirement
Education
Austin Community College
Lee College
Ameriprise Financial Services, Inc. December 2007 - Present
A.G. Edwards & Sons, Inc. 2006 - 2007
Skills
Series 7, Customer Service, Marketing, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Retirement
Education
Austin Community College
Lee College
Javier Morolez Javier Morolez's Ameriprise Financial Services, Inc. Experience May 2006 - March 2007
Job Inside Sales Preferred Account Manager at Dell
Industry Computer Software
Experience
Dell June 2015 - Present
YourMembership.com 2012 - Present
Steiner Ranch Steakhouse October 2010 - October 2012
Carino's Italian April 2003 - March 2011
Ameriprise Financial Services, Inc. May 2006 - March 2007
Footstar June 2001 - May 2003
Skills
Team Building, CRM, Project Management, Process Improvement, Customer Service, Finance, Analysis, Business Development, Salesforce.com, Strategic Planning, Sales, Account Management, Leadership, Marketing, Management, Training, Social Networking, Competitive Analysis, Team Leadership, Business Analysis, Microsoft Excel, Sales Management, New Business Development, Direct Sales, Contract Negotiation, Data Analysis, Customer Satisfaction, Budgets, Forecasting, Cold Calling, Microsoft Office, Social Media Marketing, Sales Process, SaaS, Sales Operations
Education
Texas State University-San Marcos 2010 — 2011
BBA, Finance
Austin Community College 2000 — 2002
Dell June 2015 - Present
YourMembership.com 2012 - Present
Steiner Ranch Steakhouse October 2010 - October 2012
Carino's Italian April 2003 - March 2011
Ameriprise Financial Services, Inc. May 2006 - March 2007
Footstar June 2001 - May 2003
Skills
Team Building, CRM, Project Management, Process Improvement, Customer Service, Finance, Analysis, Business Development, Salesforce.com, Strategic Planning, Sales, Account Management, Leadership, Marketing, Management, Training, Social Networking, Competitive Analysis, Team Leadership, Business Analysis, Microsoft Excel, Sales Management, New Business Development, Direct Sales, Contract Negotiation, Data Analysis, Customer Satisfaction, Budgets, Forecasting, Cold Calling, Microsoft Office, Social Media Marketing, Sales Process, SaaS, Sales Operations
Education
Texas State University-San Marcos 2010 — 2011
BBA, Finance
Austin Community College 2000 — 2002
Casey Gentz Casey Gentz's Ameriprise Financial Services, Inc. Experience March 2013 - March 2015
Job Knowledge Management Specialist at Bluestem Brands, Inc.
Industry Writing and Editing
Experience
Bluestem Brands, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - March 2015
Ameriprise Financial January 2011 - March 2013
NorthMarq Capital November 2006 - February 2010
Citi 1998 - 2006
Skills
Knowledge Management, Technical Writing, Quality Assurance, SnagIt, Editing, Process Improvement, Change Management, Leadership, Risk Management, Banking, SharePoint, Business Process..., Knowledge Transfer, Employee Training, HTML, Financial Services, Performance Management, Cross-functional Team..., Retirement, Team Management, Creative Solutions, Commercial Real Estate, Microsoft Office, Procedures Documentation, Procedure Development, Customer Service, 401k, Life Insurance, Retirement Planning, Chapter 7 & 13, Series 63, Series 6, Commercial Insurance, Variable Annuities, Fixed Annuities
Education
Bethel University 2007 — 2009
Bachelor's Degree, Business Management, 3.9 GPA
John F. Kennedy 1991 — 1995
High School
Augsburg College
Bluestem Brands, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - March 2015
Ameriprise Financial January 2011 - March 2013
NorthMarq Capital November 2006 - February 2010
Citi 1998 - 2006
Skills
Knowledge Management, Technical Writing, Quality Assurance, SnagIt, Editing, Process Improvement, Change Management, Leadership, Risk Management, Banking, SharePoint, Business Process..., Knowledge Transfer, Employee Training, HTML, Financial Services, Performance Management, Cross-functional Team..., Retirement, Team Management, Creative Solutions, Commercial Real Estate, Microsoft Office, Procedures Documentation, Procedure Development, Customer Service, 401k, Life Insurance, Retirement Planning, Chapter 7 & 13, Series 63, Series 6, Commercial Insurance, Variable Annuities, Fixed Annuities
Education
Bethel University 2007 — 2009
Bachelor's Degree, Business Management, 3.9 GPA
John F. Kennedy 1991 — 1995
High School
Augsburg College
Jackie Grendzinski Jackie Grendzinski's Ameriprise Financial Services, Inc. Experience August 2014 - November 2014
Job Vendor Analyst at One Reverse Mortgage
Industry Executive Office
Experience
One Reverse Mortgage, NMLS #2052 November 2014 - Present
Coronado Yacht Club September 2014 - March 2015
Ameriprise Financial Services, Inc. August 2014 - November 2014
Merrillville School Corporation August 2012 - August 2014
Merrillville Marlins Swim Club December 2011 - April 2014
Southwest Special Recreation Association September 2010 - December 2013
Franciscan Omni Health & Fitness September 2010 - May 2013
Lansing School District 158 August 2011 - August 2012
Alsip Park District May 2009 - September 2011
Forest Ridge School District 142 December 2010 - June 2011
Skills
Lifeguarding, Coaching, Teaching, Customer Service, Physical Education, Lesson Planning, PBIS, RTI, Sports Coaching, Elementary Education, Microsoft Office, Public Speaking, Swim Instruction, Swim Lessons, Fitness Instruction, Special Education, Special Needs..., First Aid, Cpr Certified, Intercultural..., Cash Handling Experience, Food & Beverage, Clerical Skills, Secretarial Skills, Swimmer, Long Distance Running, Leadership, Program Management, Sports, Policy, Classroom, Child Development
Education
Trinity Christian College 2007 — 2010
Bachelor of Arts, Physical Education
Augustana College 2005 — 2007
One Reverse Mortgage, NMLS #2052 November 2014 - Present
Coronado Yacht Club September 2014 - March 2015
Ameriprise Financial Services, Inc. August 2014 - November 2014
Merrillville School Corporation August 2012 - August 2014
Merrillville Marlins Swim Club December 2011 - April 2014
Southwest Special Recreation Association September 2010 - December 2013
Franciscan Omni Health & Fitness September 2010 - May 2013
Lansing School District 158 August 2011 - August 2012
Alsip Park District May 2009 - September 2011
Forest Ridge School District 142 December 2010 - June 2011
Skills
Lifeguarding, Coaching, Teaching, Customer Service, Physical Education, Lesson Planning, PBIS, RTI, Sports Coaching, Elementary Education, Microsoft Office, Public Speaking, Swim Instruction, Swim Lessons, Fitness Instruction, Special Education, Special Needs..., First Aid, Cpr Certified, Intercultural..., Cash Handling Experience, Food & Beverage, Clerical Skills, Secretarial Skills, Swimmer, Long Distance Running, Leadership, Program Management, Sports, Policy, Classroom, Child Development
Education
Trinity Christian College 2007 — 2010
Bachelor of Arts, Physical Education
Augustana College 2005 — 2007
Michael Krisko, CFP®, CRPC's Ameriprise Financial Services, Inc. Experience November 2003 - October 2013
Job Managing Partner at Lignum Wealth Management
Industry Financial Services
Experience
Lignum Wealth Management October 2013 - Present
Ameriprise Financial Services, Inc. November 2003 - October 2013
Education
Babson College 1999 — 2003
BS, Business Management, Finance, Marketing
Lignum Wealth Management October 2013 - Present
Ameriprise Financial Services, Inc. November 2003 - October 2013
Education
Babson College 1999 — 2003
BS, Business Management, Finance, Marketing
Alex Lair - MBA Alex Lair - MBA's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - May 2015
Mayo Clinic June 2012 - November 2014
Mayo Clinic June 2011 - May 2012
Mayo Clinic January 2011 - March 2011
Advantage Performance Network June 2008 - August 2008
Education
Augsburg College 2012 — 2014
Master of Business Administration (M.B.A.)
Gustavus Adolphus College 2006 — 2010
Management, Management, Sociology
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - May 2015
Mayo Clinic June 2012 - November 2014
Mayo Clinic June 2011 - May 2012
Mayo Clinic January 2011 - March 2011
Advantage Performance Network June 2008 - August 2008
Education
Augsburg College 2012 — 2014
Master of Business Administration (M.B.A.)
Gustavus Adolphus College 2006 — 2010
Management, Management, Sociology
Kate Tobin's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - September 2014
Ameriprise Financial Services, Inc. July 2011 - March 2013
Augustana College Recreational Services September 2009 - May 2011
Ameriprise Financial June 2010 - August 2010
Sioux Falls Stampede and Sioux Falls Pheasants September 2009 - May 2010
Bent Creek Golf Club May 2006 - August 2008
Skills
Leadership, Salesforce.com, Marketing, Strategic Planning, Training, Recruiting, Coaching, Leadership Development
Education
Augustana College (SD) 2007 — 2011
BA in Business Admin. with a Marketing emphasis & BA in Sport Management
Eden Prairie High School 2003 — 2007
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - September 2014
Ameriprise Financial Services, Inc. July 2011 - March 2013
Augustana College Recreational Services September 2009 - May 2011
Ameriprise Financial June 2010 - August 2010
Sioux Falls Stampede and Sioux Falls Pheasants September 2009 - May 2010
Bent Creek Golf Club May 2006 - August 2008
Skills
Leadership, Salesforce.com, Marketing, Strategic Planning, Training, Recruiting, Coaching, Leadership Development
Education
Augustana College (SD) 2007 — 2011
BA in Business Admin. with a Marketing emphasis & BA in Sport Management
Eden Prairie High School 2003 — 2007
Clint Hodgdon, CFP®, CRPC® Clint Hodgdon, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Senior Regional Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. March 2007 - August 2014
Ameriprise Financial Services, Inc. September 2005 - March 2007
Thrivent Financial for Lutherans September 2004 - June 2005
Education
Augsburg College 2000 — 2004
Bachelor of Arts, Business Administration - Management
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. March 2007 - August 2014
Ameriprise Financial Services, Inc. September 2005 - March 2007
Thrivent Financial for Lutherans September 2004 - June 2005
Education
Augsburg College 2000 — 2004
Bachelor of Arts, Business Administration - Management
Chris Docken Chris Docken's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Senior Risk Analyst at TCF Bank
Industry Banking
Experience
TCF Bank June 2015 - Present
Regis Corporation October 2012 - June 2015
Optum September 2009 - September 2012
Optum July 2007 - September 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Finance, Forecasting, Health Insurance, Customer Service, Process Improvement, Strategic Planning, Team Building, Marketing
Education
Augsburg College 2002 — 2006
BA, Finance
TCF Bank June 2015 - Present
Regis Corporation October 2012 - June 2015
Optum September 2009 - September 2012
Optum July 2007 - September 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Finance, Forecasting, Health Insurance, Customer Service, Process Improvement, Strategic Planning, Team Building, Marketing
Education
Augsburg College 2002 — 2006
BA, Finance
Emily Aliberti's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Community Manager Associate at Applause
Industry Nanotechnology
Experience
Applause March 2015 - Present
Ameriprise Financial Services, Inc. February 2013 - Present
Medford Boat Club 2008 - 2011
Skills
Financial Analysis, Investments, Series 7, Strategic Financial..., Mutual Funds
Education
Babson College
Retail and Supply Chain Management
Applause March 2015 - Present
Ameriprise Financial Services, Inc. February 2013 - Present
Medford Boat Club 2008 - 2011
Skills
Financial Analysis, Investments, Series 7, Strategic Financial..., Mutual Funds
Education
Babson College
Retail and Supply Chain Management
Prashanth C Gupta's Ameriprise Financial Services, Inc. Experience July 2006 - December 2007
Job Delivery Manager at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services September 2014 - Present
PwC: Vendor: Tata Consultancy Services January 2013 - Present
CVS Pharmacy February 2012 - December 2012
Target October 2010 - February 2012
Nielsen Company December 2007 - August 2010
Ameriprise Financial Services, Inc. July 2006 - December 2007
MetLife April 2004 - July 2006
Tata Consultancy Services June 2003 - April 2004
ING Life September 2002 - April 2003
ICICI Prudential Life Insurance Company Limited July 2001 - March 2002
Skills
Java, J2EE, IBM Mainframe, Cognos, Cognos ReportNet, COBOL, JCL, TSO, ISPF, VSAM, EJB, Servlets, JSP, Sun Certified Java..., MS Project, Project Planning, Resource Management, Customer Relations, Risk Management, Risk Mitigation, Scope Management, Program Management, Project Delivery, Software Development, Software Project..., IBM Assembler, Fileaid, Unix, Windows, RPG, Weblogic, SharePoint, LDAP, Erwin, DB2, IMS DB/DC, Websphere, Actuate, PL/SQL, Oracle SQL, SQL*Plus, Siteminder, Identity Management, Java Enterprise Edition, Integration
Education
BMS College of Engineering, Bangalore 1992 — 1996
Bachelor of Engineering, Information Science, Distinction
Vijaya High School 1987 — 1990
12th Grade, Physics, Chemistry, Mathematics & Biology
Tata Consultancy Services September 2014 - Present
PwC: Vendor: Tata Consultancy Services January 2013 - Present
CVS Pharmacy February 2012 - December 2012
Target October 2010 - February 2012
Nielsen Company December 2007 - August 2010
Ameriprise Financial Services, Inc. July 2006 - December 2007
MetLife April 2004 - July 2006
Tata Consultancy Services June 2003 - April 2004
ING Life September 2002 - April 2003
ICICI Prudential Life Insurance Company Limited July 2001 - March 2002
Skills
Java, J2EE, IBM Mainframe, Cognos, Cognos ReportNet, COBOL, JCL, TSO, ISPF, VSAM, EJB, Servlets, JSP, Sun Certified Java..., MS Project, Project Planning, Resource Management, Customer Relations, Risk Management, Risk Mitigation, Scope Management, Program Management, Project Delivery, Software Development, Software Project..., IBM Assembler, Fileaid, Unix, Windows, RPG, Weblogic, SharePoint, LDAP, Erwin, DB2, IMS DB/DC, Websphere, Actuate, PL/SQL, Oracle SQL, SQL*Plus, Siteminder, Identity Management, Java Enterprise Edition, Integration
Education
BMS College of Engineering, Bangalore 1992 — 1996
Bachelor of Engineering, Information Science, Distinction
Vijaya High School 1987 — 1990
12th Grade, Physics, Chemistry, Mathematics & Biology
Linnea Rounds's Ameriprise Financial Services, Inc. Experience July 2008 - December 2009
Job Registered Principal I at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
Ameriprise Financial Services, Inc. July 2008 - December 2009
Bernstein Global Wealth Management, Minneapolis April 2007 - February 2008
USBank August 2006 - April 2007
Thrivent Financial for Lutherans May 2004 - August 2006
Merrill Lynch January 2004 - June 2004
White Oaks Wealth Advisors, Minneapolis January 2003 - September 2003
Education
Augsburg College 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Ameriprise Financial January 2010 - Present
Ameriprise Financial Services, Inc. July 2008 - December 2009
Bernstein Global Wealth Management, Minneapolis April 2007 - February 2008
USBank August 2006 - April 2007
Thrivent Financial for Lutherans May 2004 - August 2006
Merrill Lynch January 2004 - June 2004
White Oaks Wealth Advisors, Minneapolis January 2003 - September 2003
Education
Augsburg College 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Michelle Ingersoll's Ameriprise Financial Services, Inc. Experience May 2000 - July 2006
Job Senior Director, Project Portfolio Management at Allianz Life
Industry Financial Services
Experience
Allianz Life July 2012 - Present
Allianz Life December 2008 - January 2013
Thrivent Financial January 2008 - November 2008
Ameriprise Financial Services, Inc. May 2000 - July 2006
American Express Financial Advisors June 1996 - May 2000
Education
Augsburg College 1984 — 1987
Bachelor of Arts (BA), Business/Accounting
Allianz Life July 2012 - Present
Allianz Life December 2008 - January 2013
Thrivent Financial January 2008 - November 2008
Ameriprise Financial Services, Inc. May 2000 - July 2006
American Express Financial Advisors June 1996 - May 2000
Education
Augsburg College 1984 — 1987
Bachelor of Arts (BA), Business/Accounting
Mikel Aizpurua's Ameriprise Financial Services, Inc. Experience March 2005 - July 2005
Job Full Stack Web Developer, Entrepreneur, and Investor
Industry Venture Capital & Private Equity
Experience
Wyncode Academy September 2015 - Present
KX Medical January 2011 - Present
DROGUERIA NENA, C.A. August 2010 - Present
Dronena, S.A. January 2012 - Present
Biosintesis January 2013 - Present
Independent July 2012 - Present
Accelerated Growth Partners November 2014 - Present
Listar, Inc. November 2012 - Present
Guggenheim Partners August 2007 - March 2010
Ameriprise Financial Services, Inc. March 2005 - July 2005
Skills
Portfolio Management, Financial Analysis, Investments, Valuation, Financial Modeling, Entrepreneurship, Business Strategy, Mergers, Due Diligence, Strategic Financial..., Equities, Asset Managment, Capital Markets, Asset Allocation, Hedge Funds, Investment Strategies, Forecasting, Venture Capital, Investment Banking, Finance, Series 7, Risk Management, Management Consulting, Strategic Planning, Strategy, Financial Planning, Management, Marketing Strategy, Competitive Analysis, Business Planning, Private Equity, Asset Management, Mergers & Acquisitions
Education
Babson College 2005 — 2006
Bachelor's Degree, Entrepreneurship and Economics, 3.6
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2006 — 2006
Study Abroad, International Business and EU Commerce, A+
Florida International University 2003 — 2004
Bachelor's Degree (Transfer), International Business, 3.7
Eckerd College 2002 — 2002
Diploma, A+
Wyncode Academy September 2015 - Present
KX Medical January 2011 - Present
DROGUERIA NENA, C.A. August 2010 - Present
Dronena, S.A. January 2012 - Present
Biosintesis January 2013 - Present
Independent July 2012 - Present
Accelerated Growth Partners November 2014 - Present
Listar, Inc. November 2012 - Present
Guggenheim Partners August 2007 - March 2010
Ameriprise Financial Services, Inc. March 2005 - July 2005
Skills
Portfolio Management, Financial Analysis, Investments, Valuation, Financial Modeling, Entrepreneurship, Business Strategy, Mergers, Due Diligence, Strategic Financial..., Equities, Asset Managment, Capital Markets, Asset Allocation, Hedge Funds, Investment Strategies, Forecasting, Venture Capital, Investment Banking, Finance, Series 7, Risk Management, Management Consulting, Strategic Planning, Strategy, Financial Planning, Management, Marketing Strategy, Competitive Analysis, Business Planning, Private Equity, Asset Management, Mergers & Acquisitions
Education
Babson College 2005 — 2006
Bachelor's Degree, Entrepreneurship and Economics, 3.6
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2006 — 2006
Study Abroad, International Business and EU Commerce, A+
Florida International University 2003 — 2004
Bachelor's Degree (Transfer), International Business, 3.7
Eckerd College 2002 — 2002
Diploma, A+
Brian McNeill's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Vice President Technology
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Plus Relocation Services August 2012 - August 2014
Minnetonka Fire 2000 - January 2014
Ameriprise Financial July 2007 - August 2012
Target Corporation 2005 - 2007
United Healthcare 2004 - 2005
Carlson Companies 2001 - 2004
Skills
Project Management, Business Analysis, Grid Computing, SDLC, Vendor Management, Christian Ethics, Non-profit Volunteer, Christian Leadership, Enterprise Architecture, Disaster Recovery, SharePoint, IT Strategy, Architecture, Enterprise Software, Management, Process Improvement, Leadership, Security, Software Development, Microsoft SQL Server, Servers, Testing, Strategy, Analysis, Citrix, Risk Management, Program Management, Information Technology
Education
Augsburg College 1999 — 2001
BS, Management Information Systems
Ameriprise Financial Services, Inc. August 2014 - Present
Plus Relocation Services August 2012 - August 2014
Minnetonka Fire 2000 - January 2014
Ameriprise Financial July 2007 - August 2012
Target Corporation 2005 - 2007
United Healthcare 2004 - 2005
Carlson Companies 2001 - 2004
Skills
Project Management, Business Analysis, Grid Computing, SDLC, Vendor Management, Christian Ethics, Non-profit Volunteer, Christian Leadership, Enterprise Architecture, Disaster Recovery, SharePoint, IT Strategy, Architecture, Enterprise Software, Management, Process Improvement, Leadership, Security, Software Development, Microsoft SQL Server, Servers, Testing, Strategy, Analysis, Citrix, Risk Management, Program Management, Information Technology
Education
Augsburg College 1999 — 2001
BS, Management Information Systems
Craig Noponen's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Senior Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial June 2005 - December 2010
Education
Augsburg College 2006 — 2008
Masters, MBA
University of Wisconsin-Superior 1992 — 1997
B.S., Finance
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial June 2005 - December 2010
Education
Augsburg College 2006 — 2008
Masters, MBA
University of Wisconsin-Superior 1992 — 1997
B.S., Finance
Julie Yeager's Ameriprise Financial Services, Inc. Experience July 2007 - Present
Job Senior Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2007 - Present
FAA June 1997 - April 2007
Skills
Program Management, Project Management, Project Planning, Problem Solving, Data Analysis, Requirements Analysis, Regulatory Requirements, Online Research, Strategic Planning, Strategic Thinking, Information Security..., Information Technology, PMP, CISSP, Vendor Management, SDLC, Software Project..., Process Improvement, Information Security, Leadership, Visio, IT Service Management, Integration, Requirements Gathering, Project Portfolio..., IT Strategy, PMO, Project Delivery
Education
Augusta State University 1987 — 1990
Bachelor of Science (BS), Business Minor, Computer Science
Ameriprise Financial Services, Inc. July 2007 - Present
FAA June 1997 - April 2007
Skills
Program Management, Project Management, Project Planning, Problem Solving, Data Analysis, Requirements Analysis, Regulatory Requirements, Online Research, Strategic Planning, Strategic Thinking, Information Security..., Information Technology, PMP, CISSP, Vendor Management, SDLC, Software Project..., Process Improvement, Information Security, Leadership, Visio, IT Service Management, Integration, Requirements Gathering, Project Portfolio..., IT Strategy, PMO, Project Delivery
Education
Augusta State University 1987 — 1990
Bachelor of Science (BS), Business Minor, Computer Science
Jenney Egertson's Ameriprise Financial Services, Inc. Experience August 2011 - May 2012
Job Freelance Writer, Meeting Facilitator, Coach
Industry Writing and Editing
Experience
University of Minnesota Physicians May 2013 - April 2015
Self-employed June 2012 - May 2013
Ameriprise Financial Services, Inc. August 2011 - May 2012
Alliant Techsystems May 2009 - August 2011
Self-employed December 2000 - May 2009
Allina Hospitals & Clinics April 2006 - December 2006
Target Corporation 1989 - 2000
Skills
Writing, Editing, Messaging, Team Facilitation, Strategic Thinking, Internal Communications, Strategic Communications, Communications Planning, Employee Engagement, Human Resources, Strategy, Digital Media, Executive Coaching, Brand Awareness, Leadership, Plannning, Strategic Planning, Employee Benefits, Corporate Communications, Communication Training, Interviews, Brand Management, Leadership Development, Nonprofits, Program Management, Speech Writing, Management, Culture Change, Performance Management, Change Management, Diversity & Inclusion, Team Leadership
Education
Augsburg College
B.A., English
University of Missouri - St. Louis
Lifetime teaching certificate - grades 7-12, English
University of Minnesota Physicians May 2013 - April 2015
Self-employed June 2012 - May 2013
Ameriprise Financial Services, Inc. August 2011 - May 2012
Alliant Techsystems May 2009 - August 2011
Self-employed December 2000 - May 2009
Allina Hospitals & Clinics April 2006 - December 2006
Target Corporation 1989 - 2000
Skills
Writing, Editing, Messaging, Team Facilitation, Strategic Thinking, Internal Communications, Strategic Communications, Communications Planning, Employee Engagement, Human Resources, Strategy, Digital Media, Executive Coaching, Brand Awareness, Leadership, Plannning, Strategic Planning, Employee Benefits, Corporate Communications, Communication Training, Interviews, Brand Management, Leadership Development, Nonprofits, Program Management, Speech Writing, Management, Culture Change, Performance Management, Change Management, Diversity & Inclusion, Team Leadership
Education
Augsburg College
B.A., English
University of Missouri - St. Louis
Lifetime teaching certificate - grades 7-12, English
George Ryan's Ameriprise Financial Services, Inc. Experience September 2010 - Present
Job Branch manager, Amerprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - Present
Morgan Stanley May 2003 - September 2010
Skills
Series 24, Wealth Management
Education
Babson College 1983 — 1987
Ameriprise Financial Services, Inc. September 2010 - Present
Morgan Stanley May 2003 - September 2010
Skills
Series 24, Wealth Management
Education
Babson College 1983 — 1987
Dmitrii Kravchenko, MBA's Ameriprise Financial Services, Inc. Experience June 2006 - July 2007
Job Controller at React Presents
Industry Financial Services
Experience
React Presents December 2009 - Present
Chicago Accounting Help, Inc December 2009 - December 2014
Chicago Fresh Meats, Inc April 2010 - October 2010
Ameriprise Financial July 2007 - September 2009
Ameriprise Financial Services, Inc. June 2006 - July 2007
Ameriprise Financial Services, Inc. February 2006 - June 2006
Skills
Access, QuickBooks, Investments, Lotus Notes, PowerPoint, Bookkeeping, Bloomberg, Outlook, Microsoft Word, Apollo, XP, Windows 95, Operating Systems, Microsoft Excel, Accounting, Analysis
Education
Augsburg College 2007 — 2009
MBA, General
Metropolitan State University 2003 — 2007
Bachelor of Science, Accounting
React Presents December 2009 - Present
Chicago Accounting Help, Inc December 2009 - December 2014
Chicago Fresh Meats, Inc April 2010 - October 2010
Ameriprise Financial July 2007 - September 2009
Ameriprise Financial Services, Inc. June 2006 - July 2007
Ameriprise Financial Services, Inc. February 2006 - June 2006
Skills
Access, QuickBooks, Investments, Lotus Notes, PowerPoint, Bookkeeping, Bloomberg, Outlook, Microsoft Word, Apollo, XP, Windows 95, Operating Systems, Microsoft Excel, Accounting, Analysis
Education
Augsburg College 2007 — 2009
MBA, General
Metropolitan State University 2003 — 2007
Bachelor of Science, Accounting
David Lange's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. February 2012 - June 2015
Augsburg College April 2009 - May 2013
Ameriprise Financial Services, Inc. November 2011 - February 2012
Thrivent Financial for Lutherans October 2009 - November 2011
Thrivent Financial June 2008 - September 2009
Allstate August 2007 - June 2008
Skills
Consulting, Insurance, Investment Management, Personal Financial..., Real Estate Development, Sales, Retirement Planning, Strategy, Finance, Leadership, Life Insurance, Management, New Business Development, Strategic Financial...
Education
The American College 2010 — 2014
CFP, Financial Planning and Services
Augsburg College 2004 — 2008
BA, Majors: Bus. Admin. & Econ. Minor: MIS
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. February 2012 - June 2015
Augsburg College April 2009 - May 2013
Ameriprise Financial Services, Inc. November 2011 - February 2012
Thrivent Financial for Lutherans October 2009 - November 2011
Thrivent Financial June 2008 - September 2009
Allstate August 2007 - June 2008
Skills
Consulting, Insurance, Investment Management, Personal Financial..., Real Estate Development, Sales, Retirement Planning, Strategy, Finance, Leadership, Life Insurance, Management, New Business Development, Strategic Financial...
Education
The American College 2010 — 2014
CFP, Financial Planning and Services
Augsburg College 2004 — 2008
BA, Majors: Bus. Admin. & Econ. Minor: MIS
Jacqueline Taradash-Bennett's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Compliance Manager/Officer at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
ING November 2006 - September 2012
ING US Financial Services 2006 - September 2012
Ameriprise Financial January 1997 - November 2006
Skills
Insurance, Financial Services, Risk Management, Compliance, Marketing Compliance, Relationship Management, Investment Advisory
Education
Augsburg College 2009 — 2010
Master of Business Administration (MBA)
Hamline University 1993 — 1995
B.A., Art
Hopkins High School 1986 — 1989
Ameriprise Financial Services, Inc. September 2012 - Present
ING November 2006 - September 2012
ING US Financial Services 2006 - September 2012
Ameriprise Financial January 1997 - November 2006
Skills
Insurance, Financial Services, Risk Management, Compliance, Marketing Compliance, Relationship Management, Investment Advisory
Education
Augsburg College 2009 — 2010
Master of Business Administration (MBA)
Hamline University 1993 — 1995
B.A., Art
Hopkins High School 1986 — 1989
Emily Blaisdell's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Senior Brand Manager at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. April 2012 - February 2015
Ameriprise Financial Services, Inc. February 2011 - April 2012
Ameriprise Financial June 2007 - May 2011
Sentinel Products, Inc. May 2006 - June 2007
Augsburg College September 2002 - May 2006
Sentinel Products, Inc. June 2004 - April 2006
Caribou Coffee September 2003 - December 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Social Media, Event Planning
Education
Augsburg College 2002 — 2006
BA, Business Management and Management Information Systems
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. April 2012 - February 2015
Ameriprise Financial Services, Inc. February 2011 - April 2012
Ameriprise Financial June 2007 - May 2011
Sentinel Products, Inc. May 2006 - June 2007
Augsburg College September 2002 - May 2006
Sentinel Products, Inc. June 2004 - April 2006
Caribou Coffee September 2003 - December 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Social Media, Event Planning
Education
Augsburg College 2002 — 2006
BA, Business Management and Management Information Systems
Rose Sybrant's Ameriprise Financial Services, Inc. Experience 1999 - 2012
Job M.A. Candidate at Augsburg College
Industry Primary/Secondary Education
Experience
Augsburg College September 2010 - Present
Ameriprise Financial Services, Inc. 1999 - 2012
Education
Augsburg College 2010 — 2013
Master of Arts, Elementary Education and Middle School Mathematicas
College of St. Catherine 2000 — 2005
Bachelor of Science, Business Administration
Augsburg College September 2010 - Present
Ameriprise Financial Services, Inc. 1999 - 2012
Education
Augsburg College 2010 — 2013
Master of Arts, Elementary Education and Middle School Mathematicas
College of St. Catherine 2000 — 2005
Bachelor of Science, Business Administration
Traci Horejsi's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Program Coordinator
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Abbott Northwestern Hospital October 2011 - Present
Childrens Hospitals of Minnesota October 2011 - April 2015
Melrose Institute June 2009 - October 2011
Park Nicollet Health Services February 2008 - April 2009
Skills
Healthcare Management, Healthcare, EMR, HIPAA, Hospitals, Case Managment, Patient Safety, Nonprofits, Program Development, Public Speaking, Clinical Research, Healthcare Information..., Medicare, Mental Health, Process Improvement, Microsoft Excel, PowerPoint, Microsoft Word, Groupwise, Cerner, Microsoft Publisher, Outlook, Travel Planning, Event Planning, Customer Service, Problem Solving, Collaborative..., Data Analysis, Supply Ordering, Meeting Planning, Leading Meetings, Schedule Development
Education
Augustana University (SD) 2001 — 2005
BA, Sociology/Deafness Studies
Armstrong Senior High School 1998 — 2001
Ameriprise Financial Services, Inc. April 2015 - Present
Abbott Northwestern Hospital October 2011 - Present
Childrens Hospitals of Minnesota October 2011 - April 2015
Melrose Institute June 2009 - October 2011
Park Nicollet Health Services February 2008 - April 2009
Skills
Healthcare Management, Healthcare, EMR, HIPAA, Hospitals, Case Managment, Patient Safety, Nonprofits, Program Development, Public Speaking, Clinical Research, Healthcare Information..., Medicare, Mental Health, Process Improvement, Microsoft Excel, PowerPoint, Microsoft Word, Groupwise, Cerner, Microsoft Publisher, Outlook, Travel Planning, Event Planning, Customer Service, Problem Solving, Collaborative..., Data Analysis, Supply Ordering, Meeting Planning, Leading Meetings, Schedule Development
Education
Augustana University (SD) 2001 — 2005
BA, Sociology/Deafness Studies
Armstrong Senior High School 1998 — 2001
Christopher Annand's Ameriprise Financial Services, Inc. Experience April 2006 - June 2009
Job Global Ethics & Compliance Program Director at Cargill
Industry Food Production
Experience
Cargill September 2013 - Present
Columbia Threadneedle Investments October 2012 - August 2013
Columbia Threadneedle Investments September 2011 - September 2012
Columbia Threadneedle Investments July 2009 - August 2011
Ameriprise Financial Services, Inc. April 2006 - June 2009
Ameriprise Financial Services, Inc. June 2002 - April 2006
Skills
Public Speaking, Compliance Management, Training & Development, SEC compliance, Strategic Planning, Regulatory Affairs
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CRCP, U.S. Securities Law
Augsburg College 2007 — 2009
MBA, Business / Finance
St. Olaf College 1989 — 1993
BA, Communications
Cargill September 2013 - Present
Columbia Threadneedle Investments October 2012 - August 2013
Columbia Threadneedle Investments September 2011 - September 2012
Columbia Threadneedle Investments July 2009 - August 2011
Ameriprise Financial Services, Inc. April 2006 - June 2009
Ameriprise Financial Services, Inc. June 2002 - April 2006
Skills
Public Speaking, Compliance Management, Training & Development, SEC compliance, Strategic Planning, Regulatory Affairs
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CRCP, U.S. Securities Law
Augsburg College 2007 — 2009
MBA, Business / Finance
St. Olaf College 1989 — 1993
BA, Communications
Michele Ubl's Ameriprise Financial Services, Inc. Experience December 2006 - December 2007
Job Sr Project Manager at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank June 2013 - Present
TwinTech Managers Inc June 2003 - Present
ING June 2010 - May 2013
Christ Lutheran Church 2009 - 2012
Deluxe Corporation October 2009 - May 2010
MoneyGram International May 2009 - October 2009
Thomson Reuters July 2008 - May 2009
Deluxe Corporation March 2008 - May 2008
Ameriprise Financial Services, Inc. December 2006 - December 2007
Wells Fargo September 2005 - December 2006
Skills
Certified Scrum Master..., Waterfall, Cross-functional Team..., Agile Methodologies, Scrum, Leadership, Software Development, SOA, Program Management, Management, Project Portfolio..., Business Analysis, SDLC, Requirements Analysis, Enterprise Software, Strategy, Visio, Project Management, Integration, IT Strategy, Software Project..., Team Management, PMO, •.Net Development, Iterative Development, •VersionOne, JAD & Use Cases..., Artemis, Clarity,..., MS Project, ClearQuest, HP Quality..., Financial Management, QSM-Slim, Agile Project Management, Software Documentation, Architecture, CRM, Enterprise Architecture, Managerial Finance, RUP, Business Process, Data Warehousing, ERP, Microsoft Project, Risk Management
Education
St Catherine University 2009 — 2009
Certificate, Leaders of the New Millenium
Augsburg College 1986 — 1990
BA, Finance, Management Information Systems and Economics
U.S. Bank June 2013 - Present
TwinTech Managers Inc June 2003 - Present
ING June 2010 - May 2013
Christ Lutheran Church 2009 - 2012
Deluxe Corporation October 2009 - May 2010
MoneyGram International May 2009 - October 2009
Thomson Reuters July 2008 - May 2009
Deluxe Corporation March 2008 - May 2008
Ameriprise Financial Services, Inc. December 2006 - December 2007
Wells Fargo September 2005 - December 2006
Skills
Certified Scrum Master..., Waterfall, Cross-functional Team..., Agile Methodologies, Scrum, Leadership, Software Development, SOA, Program Management, Management, Project Portfolio..., Business Analysis, SDLC, Requirements Analysis, Enterprise Software, Strategy, Visio, Project Management, Integration, IT Strategy, Software Project..., Team Management, PMO, •.Net Development, Iterative Development, •VersionOne, JAD & Use Cases..., Artemis, Clarity,..., MS Project, ClearQuest, HP Quality..., Financial Management, QSM-Slim, Agile Project Management, Software Documentation, Architecture, CRM, Enterprise Architecture, Managerial Finance, RUP, Business Process, Data Warehousing, ERP, Microsoft Project, Risk Management
Education
St Catherine University 2009 — 2009
Certificate, Leaders of the New Millenium
Augsburg College 1986 — 1990
BA, Finance, Management Information Systems and Economics
Melissa J. Dargay's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Communications Programs Coordinator, Corporate Communications & Community Relations
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Minnesota Twins February 2012 - Present
University of Minnesota August 2013 - March 2014
Independent Contractor 2011 - 2013
University of Minnesota Foundation January 2007 - November 2010
William Mitchell College of Law December 2005 - January 2007
Education
University of St. Thomas 2011 — 2014
Graduate Certificate, Masters of Business Communication in Public Relations
Saint Mary's University of Minnesota
Master of Arts (M.A.), Nonprofit Management
Augsburg College
BA, Fine Arts, English
Ameriprise Financial Services, Inc. May 2014 - Present
Minnesota Twins February 2012 - Present
University of Minnesota August 2013 - March 2014
Independent Contractor 2011 - 2013
University of Minnesota Foundation January 2007 - November 2010
William Mitchell College of Law December 2005 - January 2007
Education
University of St. Thomas 2011 — 2014
Graduate Certificate, Masters of Business Communication in Public Relations
Saint Mary's University of Minnesota
Master of Arts (M.A.), Nonprofit Management
Augsburg College
BA, Fine Arts, English
Jay Burzinski's Ameriprise Financial Services, Inc. Experience April 2011 - December 2012
Job Investment Officer at Pedrigal Investments
Industry Financial Services
Experience
Pedrigal Investments December 2012 - Present
Pedrigal Investments September 2010 - Present
Ameriprise Financial Services, Inc. April 2011 - December 2012
Internship January 2011 - February 2011
S&S Auto and Truck Repair May 2010 - October 2010
Brown's Tire and Auto November 1997 - April 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Access..., Access, Analysis, Bonds, Trading, Options, Program Management, Management, Private Equity, Finance, Financial Modeling, Technical Analysis, Training, Leadership, Securities, Equity Research, Alternative Investments, Derivatives, Fixed Income, Bloomberg, Marketing, Wealth Management..., Bloomberg Terminal
Education
Augsburg College 2006 — 2013
in progress, Economics, Business Administration
Hennepin Technical College 1999 — 2002
Automotive Mechanics Technology, Automotive Engineering Technology/Technician
Pedrigal Investments December 2012 - Present
Pedrigal Investments September 2010 - Present
Ameriprise Financial Services, Inc. April 2011 - December 2012
Internship January 2011 - February 2011
S&S Auto and Truck Repair May 2010 - October 2010
Brown's Tire and Auto November 1997 - April 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Access..., Access, Analysis, Bonds, Trading, Options, Program Management, Management, Private Equity, Finance, Financial Modeling, Technical Analysis, Training, Leadership, Securities, Equity Research, Alternative Investments, Derivatives, Fixed Income, Bloomberg, Marketing, Wealth Management..., Bloomberg Terminal
Education
Augsburg College 2006 — 2013
in progress, Economics, Business Administration
Hennepin Technical College 1999 — 2002
Automotive Mechanics Technology, Automotive Engineering Technology/Technician
Jennifer Holthusen's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Director Organizational Effectiveness at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial October 2009 - Present
Ameriprise Financial Services, Inc. April 2000 - October 2009
Skills
Mutual Funds, Series 63, Securities, Team Building, Financial Services, Series 7, Series 24, Wealth Management, Asset Allocation, FINRA, Investments, Strategic Financial..., Retirement Planning, Employee Engagement, Leadership
Education
Augsburg College
Bachelor's Degree, Communication, General
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial October 2009 - Present
Ameriprise Financial Services, Inc. April 2000 - October 2009
Skills
Mutual Funds, Series 63, Securities, Team Building, Financial Services, Series 7, Series 24, Wealth Management, Asset Allocation, FINRA, Investments, Strategic Financial..., Retirement Planning, Employee Engagement, Leadership
Education
Augsburg College
Bachelor's Degree, Communication, General
Mitchell Black's Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2003 - Present
Education
Avila University 1989 — 1993
B.A., Finance and Marketing
Ameriprise Financial Services, Inc. 2003 - Present
Education
Avila University 1989 — 1993
B.A., Finance and Marketing
David Brad Peterson's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Risk Manager Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Wells Fargo Advisors July 2000 - March 2015
Skills
Series 7, Visio, Strategic Planning, Series 63, Series 24, Securities, Risk Management, Process Improvement, PowerPoint, Negotiation, Mutual Funds, Microsoft Word, Microsoft Office, Microsoft Excel, Marketing, Management, Leadership, Investments
Education
Augsburg College 1991 — 1996
Business, marketing
Ameriprise Financial Services, Inc. March 2015 - Present
Wells Fargo Advisors July 2000 - March 2015
Skills
Series 7, Visio, Strategic Planning, Series 63, Series 24, Securities, Risk Management, Process Improvement, PowerPoint, Negotiation, Mutual Funds, Microsoft Word, Microsoft Office, Microsoft Excel, Marketing, Management, Leadership, Investments
Education
Augsburg College 1991 — 1996
Business, marketing
Tracy L Jordan's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Sr. Business Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Skills
Mutual Funds, Series 7, Vendor Management, SDLC, Risk Management, Strategic Financial..., Series 63, Retirement Planning, Wealth Management, Insurance, Investments, Project Management, Securities
Education
Augsburg College
Hamiline
Ameriprise Financial Services, Inc. February 2013 - Present
Skills
Mutual Funds, Series 7, Vendor Management, SDLC, Risk Management, Strategic Financial..., Series 63, Retirement Planning, Wealth Management, Insurance, Investments, Project Management, Securities
Education
Augsburg College
Hamiline
Judith Vicks's Ameriprise Financial Services, Inc. Experience July 2004 - December 2008
Job Personal Banker
Industry Financial Services
Experience
Bank of America August 2015 - Present
Northcentral University October 2012 - Present
Self-Employed January 2008 - October 2012
Ameriprise Financial Services, Inc. July 2004 - December 2008
Bank One February 1999 - February 2004
New York Life Insurance Company June 1998 - January 1999
Morgan Stanley March 1997 - February 1998
Skills
Insurance, Financial Advisory, Financial Goals, Fixed Annuities, Strategic Financial..., Investments, Bonds, Stocks, Valuation, Retirement Planning, Uniform Combined State..., Series 7, Wealth Management, Retirement, Investment Advisory, Wealth Accumulation, IRAs, Series 63, Estate Planning, Asset Allocation, Life & Health Insurance..., Property & Casualty...
Education
Northcentral University 2012 — 2015
DBA/FIN, FINANCE
Western International University 2010 — 2012
in MBA, Finance, 3.86
Aurora University 1981 — 1984
BA, Psychology
Bank of America August 2015 - Present
Northcentral University October 2012 - Present
Self-Employed January 2008 - October 2012
Ameriprise Financial Services, Inc. July 2004 - December 2008
Bank One February 1999 - February 2004
New York Life Insurance Company June 1998 - January 1999
Morgan Stanley March 1997 - February 1998
Skills
Insurance, Financial Advisory, Financial Goals, Fixed Annuities, Strategic Financial..., Investments, Bonds, Stocks, Valuation, Retirement Planning, Uniform Combined State..., Series 7, Wealth Management, Retirement, Investment Advisory, Wealth Accumulation, IRAs, Series 63, Estate Planning, Asset Allocation, Life & Health Insurance..., Property & Casualty...
Education
Northcentral University 2012 — 2015
DBA/FIN, FINANCE
Western International University 2010 — 2012
in MBA, Finance, 3.86
Aurora University 1981 — 1984
BA, Psychology
Steven Lorenzen's Ameriprise Financial Services, Inc. Experience March 2011 - February 2012
Job Cloud Design Architect at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems February 2015 - Present
World Wide Technology April 2012 - January 2015
Hitachi Data Systems 2015 - 2015
Hitachi Data Systems 2015 - 2015
World Wide Technology 2012 - January 2014
Ameriprise Financial Services, Inc. March 2011 - February 2012
Marketing Architects January 2010 - March 2011
ELCA 2011 - 2011
ELCA-Portico 2011 - 2011
Cardinal Glass Industries April 2009 - January 2010
Skills
VMware, Citrix, SAN, Citrix Metaframe, NetApp, Hyper-V, Microsoft Exchange, Cisco Technologies, Blackberry Enterprise..., EMC Storage, Netbackup, Dell Computers, VMware Infrastructure, Cisco UCS, Disaster Recovery, Virtualization, CCNA, Cloud Computing
Education
Capella University 2008 — 2010
MBA, MIS
Augustana University (SD) 1992 — 1995
BA, Health, Physical Education
Minnesota West Community and Technical College 1989 — 1992
AA, Business Admin, Accounting, Finance
Luverne High School 1985 — 1989
Graduate, General
RCCS
Hitachi Data Systems February 2015 - Present
World Wide Technology April 2012 - January 2015
Hitachi Data Systems 2015 - 2015
Hitachi Data Systems 2015 - 2015
World Wide Technology 2012 - January 2014
Ameriprise Financial Services, Inc. March 2011 - February 2012
Marketing Architects January 2010 - March 2011
ELCA 2011 - 2011
ELCA-Portico 2011 - 2011
Cardinal Glass Industries April 2009 - January 2010
Skills
VMware, Citrix, SAN, Citrix Metaframe, NetApp, Hyper-V, Microsoft Exchange, Cisco Technologies, Blackberry Enterprise..., EMC Storage, Netbackup, Dell Computers, VMware Infrastructure, Cisco UCS, Disaster Recovery, Virtualization, CCNA, Cloud Computing
Education
Capella University 2008 — 2010
MBA, MIS
Augustana University (SD) 1992 — 1995
BA, Health, Physical Education
Minnesota West Community and Technical College 1989 — 1992
AA, Business Admin, Accounting, Finance
Luverne High School 1985 — 1989
Graduate, General
RCCS
Renae Spehn's Ameriprise Financial Services, Inc. Experience September 2011 - September 2014
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Geri Finnell's Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Brokerage Clearing Senior Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2000 - Present
Education
Rasmussen College-Minnesota 1995 — 1997
Business Management, Tourism
Augsburg College 1993 — 1995
General
Ameriprise Financial Services, Inc. January 2000 - Present
Education
Rasmussen College-Minnesota 1995 — 1997
Business Management, Tourism
Augsburg College 1993 — 1995
General
Kirsten Hoechst's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Conversion support Specialist at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Wells Fargo Home Mortgage September 2009 - March 2011
U.S. Bank August 2008 - March 2009
Larson Company July 1997 - March 2007
Skills
Bookkeeping, Journal Entries, Tax Preparation, General Ledger, Tax Returns, QuickBooks, Account Reconciliation, Accounting, Income Tax, Sales Tax, Tax, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Accounting
Education
Augsburg College 2009 — 2011
Bachelor of Science (B.S.), Accounting
Ameriprise Financial Services, Inc. March 2012 - Present
Wells Fargo Home Mortgage September 2009 - March 2011
U.S. Bank August 2008 - March 2009
Larson Company July 1997 - March 2007
Skills
Bookkeeping, Journal Entries, Tax Preparation, General Ledger, Tax Returns, QuickBooks, Account Reconciliation, Accounting, Income Tax, Sales Tax, Tax, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Accounting
Education
Augsburg College 2009 — 2011
Bachelor of Science (B.S.), Accounting
Nicholas Hieser's Ameriprise Financial Services, Inc. Experience July 2005 - October 2005
Job Budget Team Leader at U.S. Army TACOM LCMC
Industry Military
Experience
U.S. Army TACOM LCMC June 2012 - Present
United States Department of Defense October 2005 - June 2012
Ameriprise Financial Services, Inc. July 2005 - October 2005
Education
Emmanuel College 2009 — 2011
Master of Science, Management
Augustana College 2001 — 2005
Bachelor of Science, Mathematics and Management
U.S. Army TACOM LCMC June 2012 - Present
United States Department of Defense October 2005 - June 2012
Ameriprise Financial Services, Inc. July 2005 - October 2005
Education
Emmanuel College 2009 — 2011
Master of Science, Management
Augustana College 2001 — 2005
Bachelor of Science, Mathematics and Management
David Lindeland's Ameriprise Financial Services, Inc. Experience February 1998 - July 2006
Job Retail Management
Industry Entertainment
Experience
Transworld Entertainment 2008 - 2013
Fanball.com July 2006 - October 2007
Ameriprise Financial Services, Inc. February 1998 - July 2006
Blockbuster April 1994 - February 1998
Skills
Software Documentation, Microsoft SQL Server, Sales, Project Planning, Customer Service, Cross-functional Team..., HTML, Troubleshooting, Retail, Testing
Education
Augsburg College 2002 — 2006
Bachelor of Arts (B.A.), Computer Science
Transworld Entertainment 2008 - 2013
Fanball.com July 2006 - October 2007
Ameriprise Financial Services, Inc. February 1998 - July 2006
Blockbuster April 1994 - February 1998
Skills
Software Documentation, Microsoft SQL Server, Sales, Project Planning, Customer Service, Cross-functional Team..., HTML, Troubleshooting, Retail, Testing
Education
Augsburg College 2002 — 2006
Bachelor of Arts (B.A.), Computer Science
Britt Larson's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Series 6 & 63
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - February 2014
Ameriprise Financial Services, Inc. February 1998 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training
Education
Augustana College (SD)
Bachelor of Arts (BA)
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - February 2014
Ameriprise Financial Services, Inc. February 1998 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training
Education
Augustana College (SD)
Bachelor of Arts (BA)
James Rosso's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Student at Babson College
Industry Real Estate
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Peabody Properties, Inc. June 2014 - August 2014
Concord Foods January 2014 - May 2014
Peabody Properties, Inc. June 2013 - August 2013
Cozi Company 2012 - 2013
Babson College 2012 - 2012
The Rosso Company 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Time Management
Education
Babson College 2012 — 2016
Bachelor's degree, Real Estate, Finance
Hingham High School 2008 — 2012
Ameriprise Financial Services, Inc. May 2015 - Present
Peabody Properties, Inc. June 2014 - August 2014
Concord Foods January 2014 - May 2014
Peabody Properties, Inc. June 2013 - August 2013
Cozi Company 2012 - 2013
Babson College 2012 - 2012
The Rosso Company 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Time Management
Education
Babson College 2012 — 2016
Bachelor's degree, Real Estate, Finance
Hingham High School 2008 — 2012
Sunny Thao's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Associate Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Business Analysis, Process Improvement, Social Media, Analysis, Data Analysis
Education
Augsburg College 2015 — 2019
Prairie Seeds Academy 2011 — 2015
High shcool, general education, 12
Ameriprise Financial Services, Inc. August 2014 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Business Analysis, Process Improvement, Social Media, Analysis, Data Analysis
Education
Augsburg College 2015 — 2019
Prairie Seeds Academy 2011 — 2015
High shcool, general education, 12
Ken Moorman's Ameriprise Financial Services, Inc. Experience June 2015 - July 2015
Job Student at Avila University
Industry Real Estate
Experience
Ameriprise Financial Services, Inc. June 2015 - July 2015
Education
Avila University 2012 — 2016
Avila University 2012 — 2016
Bachelor’s Degree, Finance/ Management
Ameriprise Financial Services, Inc. June 2015 - July 2015
Education
Avila University 2012 — 2016
Avila University 2012 — 2016
Bachelor’s Degree, Finance/ Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank