Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise 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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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Allyson Wong Allyson Wong San Francisco Bay Area Details
Allyson Wong's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Financial Planning Assistant at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   October 2014 - February 2015
Noriega Teriyaki House   May 2014 - February 2015
Ann Taylor  December 2012 - October 2014
Gap Inc./Old Navy   May 2012 - September 2012

Skills
Customer Service, Training, Sales, Food, PowerPoint, Event Planning, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Facebook, Project Planning, Public Speaking, Research, Leadership, Social Networking

Education
San Francisco State University   2011 — 2015
Finance, General, 3.5

Milpitas High School   2008 — 2011

Anne Halverson Anne Halverson Greater Minneapolis-St. Paul Area Details
Anne Halverson's Ameriprise Financial Services, Inc. Experience December 2010 - June 2012
Job Customer Coach at RiverSource Life Insurance Co.
Industry Financial Services
Experience
RiverSource  August 2014 - Present
RiverSource  December 2012 - August 2014
Towers Watson  September 2012 - December 2012
Ameriprise Financial Services, Inc.   December 2010 - June 2012
Out of the Box Docs   September 2006 - November 2009

Skills
Variable Annuities, Customer Service, Insurance, Retirement Planning, Investments, Finance, Retirement, Retirement Income..., Cash Flow Management..., Series 7, Family Finances, Retirement Planning..., Series 63, Life & Health Insurance..., Notary Public

Education
Saint Paul College-A Community and Technical College   2014 — 2016
Associate of Arts and Sciences (AAS), Global Trade

Normandale Community College   2012 — 2014
General Studies

Browning Academy   2001 — 2002
High School, General

Bill Farber Bill Farber San Francisco Bay Area Details
Bill Farber's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2009 - Present
UBS Wealth Management  March 2006 - April 2009
Bank of America  February 2003 - December 2005

Education
San Diego State University-California State University   1982 — 1985
Bachelor of Science, Business

Sara Quintanilla Sara Quintanilla San Francisco Bay Area Details
Sara Quintanilla's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Office Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
MSB Accounting   December 2012 - April 2015
Women's Daytime Drop-In Center  September 2011 - July 2012
Jumpstart  September 2008 - December 2010

Skills
QuickBooks, Accounts Payable, Accounts Receivable, Office Management, Payroll, Microsoft Excel, Outlook, Accounting, Bookkeeping, Invoicing, Administrative..., Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Spreadsheets, Customer Service, Office Administration, Account Reconciliation, Budgets, Access

Education
St. Mary's College of California   2008 — 2012
Bachelor's Degree, Business Administration and Management

John Cabot University   2011 — 2011
Bachelor's Degree, Business Administration and Management

Mercy High School   2004 — 2008

Jason Yockey, CFA Jason Yockey, CFA Greater Minneapolis-St. Paul Area Details
Jason Yockey, CFA's Ameriprise Financial Services, Inc. Experience January 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2006 - Present

Education
Saint Mary's University of Minnesota   2003 — 2006

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Kenneth E. Nielsen Kenneth E. Nielsen Greater Salt Lake City Area Details
Kenneth E. Nielsen's Ameriprise Financial Services, Inc. Experience September 2001 - Present
Job The Nielsen Group, A Financial Advisory Practice at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2001 - Present
Fidelity Investments  September 1993 - August 2001

Education
University of Utah - David Eccles School of Business   1992 — 1994
Bachelor of Science, Business Administration

Salt Lake Community College   1991 — 1993
Assoicate of Science, Finance

Gary Berg, CRPC Gary Berg, CRPC Walnut Creek, California Details
Gary Berg, CRPC's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2008 - Present
Ameriprise Financial Services, Inc.   1985 - 2008

Education
San Francisco State University
Bachelor's Degree, Finance, General

Robert Mahoney Robert Mahoney Minneapolis, Minnesota Details
Robert Mahoney's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Client Service Professional at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Universal Hospital Services  July 2014 - February 2015
Five Star Professional  February 2014 - June 2014
Regis Corporation  June 2013 - September 2013
Best Buy  November 2012 - April 2013
Benilde-St. Margaret's School   June 2012 - September 2012
MECLABS  November 2011 - February 2012
St. Mary's University   January 2008 - May 2011
Benilde-St. Margaret's School   December 2009 - December 2009
Levy Restaurants  August 2009 - August 2009

Skills
Social Media, Salesforce.com, Mac, Excel, PowerPoint, Word, Outlook, Microsoft Office, Customer Service, Lotus Notes, Training

Education
Saint Mary's University of Minnesota   2007 — 2011
Bachelor's of Arts, Marketing

Benilde St. Margaret's High School   2003 — 2007
High School Diploma

Chris Viere Chris Viere Greater Minneapolis-St. Paul Area Details
Chris Viere's Ameriprise Financial Services, Inc. Experience April 2007 - November 2008
Job Project & Program Delivery
Industry Information Technology and Services
Experience
Cargill  April 2014 - Present
Synrgistix Consulting   2005 - Present
Best Buy  January 2012 - March 2014
RBC Wealth Management  July 2011 - January 2012
RBA Consulting  September 2010 - July 2011
Wells Fargo  September 2009 - July 2010
Ameriprise Financial Services, Inc.   April 2007 - November 2008
Follett Software  February 2005 - April 2007
ViewPoint Bank  2004 - 2005
BenNevis   2002 - 2004

Education
University of Minnesota-Twin Cities   2000 — 2009
PhD, ABD, Organization Development

Saint Mary's University of Minnesota   1997 — 1999
M.A., Psychology

St. Cloud State University   1993 — 1997
B.A., Psychology, Speech Communications

Edsel Pineda Edsel Pineda Las Vegas, Nevada Details
Edsel Pineda's Ameriprise Financial Services, Inc. Experience June 2009 - August 2009
Job San Diego State UniversityCalifornia State University
Industry
Experience
DaCast Streaming as a Service   November 2012 - April 2013
Ameriprise Financial Services, Inc.   June 2009 - August 2009
San Diego State University  2008 - 2009
Academia de Ingles Rapido (Academy of Fast English) LLC   June 2008 - August 2008

Skills
Languages: English,..., Microsoft Office, Management, English, Customer Service, Social Networking, Teaching, Social Media, Research, Teamwork, Public Speaking, Microsoft Excel, Higher Education, Data Analysis, Spanish, French, Microsoft Word, PowerPoint, Editing

Education
San Diego State University-California State University   2007 — 2012
Bachelor of Arts (BA), International Business

Jake Previte Jake Previte Charlestown, Massachusetts Details
Jake Previte's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present

Education
Saint Michael's College
Bachelor of Arts (B.A.), English, Business

cohasset high school

Cynthia Crump Cynthia Crump Houston, Texas Area Details
Cynthia Crump's Ameriprise Financial Services, Inc. Experience August 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1998 - Present

Education
Sam Houston State University   1988 — 1992
BBA, Management

Joel Galligan-Stierle CRPC® Joel Galligan-Stierle CRPC® Baltimore, Maryland Area Details
Joel Galligan-Stierle CRPC®'s Ameriprise Financial Services, Inc. Experience November 2005 - Present
Job Financial Advisor at Slyker, Hoffman & Associates a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2005 - Present

Education
Salisbury University - Perdue School of Business   2002 — 2005
bachelors, business

Wheeling Jesuit University   1999 — 2001

Amy Zabel Amy Zabel Minneapolis, Minnesota Details
Amy Zabel's Ameriprise Financial Services, Inc. Experience June 2007 - Present
Job Underwriting Consulting Manager at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   June 2007 - Present
Ameriprise Financial Services, Inc.   January 2000 - June 2007

Skills
Underwriting, Insurance, Life Insurance, Disability Insurance, Long-term Care, Reinsurance, Long Term Care Insurance, Training, Term Life Insurance, Auditing, Retirement Planning

Education
Saint Mary's University of Minnesota   2001 — 2005
Master of Arts (M.A.), International Business

University of Minnesota-Twin Cities   1991 — 1996
Bachelor of Arts (BA), Political Science

Holly Coston Holly Coston Tallahassee, Florida Details
Holly Coston's Ameriprise Financial Services, Inc. Experience February 2013 - August 2014
Job Client Relationship Manager at North Florida Financial Corporation
Industry Financial Services
Experience
North Florida Financial Corporation  September 2014 - Present
Ameriprise Financial Services, Inc.   February 2013 - August 2014
Deighan Associates, Inc.   October 2012 - December 2012
Allied Physical Therapy   August 2011 - May 2012

Skills
Disability Insurance, Mental Health, Spanish, Training, Rehabilitation, Finance, Healthcare, Community Outreach, Case Managment, Disabilities, Nonprofits, Research, Insurance, Long-term Care, Administrative..., Data Entry, Telephone Skills, Resume Writing, Time Management

Education
University of Maine at Farmington   2009 — 2012
Bachelor of Science (B.S.), Rehabilitation Services; Minor in Spanish

Saint Michael's College   2008 — 2009
Business Administration and Management, General

Jeanine Miakotina Jeanine Miakotina Greater Minneapolis-St. Paul Area Details
Jeanine Miakotina's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Sr. Benefits Specialist Wellness Programs at Allina Health
Industry Financial Services
Experience
Allina Health  July 2015 - Present
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   March 2011 - January 2014
Christensen Group-IRI   January 2010 - February 2011
Christensen Group- IRI   October 2007 - January 2010
Gander Mountain  November 2006 - October 2007

Skills
Negotiation, Employee Benefits, Human Resources, Marketing, Analysis, Leadership, Management, Microsoft Office, CRM, Social Media, Time Management

Education
Saint Mary's University of Minnesota   2011 — 2012
Master of Arts, Human Resource Mangement

St. Olaf College   2002 — 2006
Bachelor of Arts, History, American Studies, and American Racial and Multicultural Studies

Michelle Clinton Michelle Clinton Tampa/St. Petersburg, Florida Area Details
Michelle Clinton's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Primary/Secondary Education
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
School District of Hillsborough County  January 2007 - June 2013
The Buckle  April 2005 - August 2007

Education
Saint Leo University   2008 — 2010
M.Ed., Education Leadership

Tom Marini Tom Marini Melrose, Massachusetts Details
Tom Marini's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Associate Software Developer at Ameriprise Financial Services, Inc.
Industry Computer Software
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Genesis10  July 2014 - February 2015
Sylvan Street Grille  August 2011 - May 2014
Market Basket  September 2009 - August 2011

Skills
Computer Science, XNA, C#, Computer Repair, Object Oriented Design, Software Development, WPF, ASP.NET, Windows, Computer Graphics, Microsoft Office, Java, XAML, Software Installation, Operating Systems, Computer Hardware, Heavy Lifting, Internet Troubleshooting, Software Documentation, XML, JavaScript

Education
Salem State University   2009 — 2014
Bachelor of Science (B.S.), Computer Science

Danvers High School   2005 — 2009
High School Diploma

Tess Hayes Tess Hayes Minneapolis, Minnesota Details
Tess Hayes's Ameriprise Financial Services, Inc. Experience May 2012 - May 2013
Job Staff Accountant at UnitedHealthcare
Industry Accounting
Experience
UnitedHealth Group  December 2014 - Present
PricewaterhouseCoopers  September 2014 - December 2014
Merrill Corporation  May 2013 - August 2013
Ameriprise Financial Services, Inc.   May 2012 - May 2013
Citizens Community Federal  June 2011 - August 2011

Skills
PowerPoint, Microsoft Word, Customer Service, Teller Operations, Childcare, Microsoft Excel, Lotus Notes, CRM, Outlook, Accounting, Event Planning, Volunteer Management, Time Management, Finance, Management

Education
University of St. Thomas   2011 — 2014
Bachelor of Business Administration (BBA), Accounting

Saint Louis University   2010 — 2011

Benilde-St. Margaret's   2006 — 2010
Graduated Summa Cum Laude

Vicky Mengfei Li Vicky Mengfei Li Greater San Diego Area Details
Vicky Mengfei Li's Ameriprise Financial Services, Inc. Experience February 2014 - May 2014
Job Securities Analyst at Capital Financial Consultants Group, Inc.
Industry Financial Services
Experience
Capital Financial Consultants Group, Inc.   June 2014 - Present
Ameriprise Financial Services, Inc.   February 2014 - May 2014
SDSU Financial Planning Association   August 2013 - May 2014
San Diego State University  August 2013 - May 2014
San Diego State University  August 2012 - May 2014
Kran & Associates, Inc.   August 2013 - January 2014
Agricultural Bank of China  June 2013 - July 2013
SDSU Financial Planning Association   January 2013 - July 2013
Aztec Equity Fund   January 2013 - May 2013
Confucius Institue at San Diego State University   October 2012 - April 2013

Skills
Personal Financial..., Real Estate Investment..., Portfolio Management, Mandarin, Corporate Finance, Cantonese, Financial Analysis, Microsoft Excel, PowerPoint, Identifying financial..., Budgeting and..., Analyzing the financial..., Investigating timely..., Planning and promoting..., Developing..., Financial Reporting, Offering financial..., Conducting business..., Writing business..., Working with..., Coordinating team work, Eviews, Economics, Chinese, Portuguese, Danish, Research, Microsoft Office, Valuation, Using financial software, Investments, Management, Auditing

Education
San Diego State University-California State University   2012 — 2014
Master of Science (M.S.), Financial Planning and Services, 3.80

University of Macau   2008 — 2012
Bachelor, Finance-Investment Management

University of California, Berkeley   2011 — 2011
Bachelor, Business Administration

AFS International Cultural Communication Organization   2005 — 2006

M Colleen Beckemeyer, CFP, CDFA, MBA M Colleen Beckemeyer, CFP, CDFA, MBA Greater St. Louis Area Details
M Colleen Beckemeyer, CFP, CDFA, MBA's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
Saint Louis University  January 2010 - Present
Independence Center  December 2008 - Present
The Scholarship Foundation   June 2013 - Present

Education
Saint Louis University
BS, Finance

The American College
CFP

University of Pennsylvania - The Wharton School
Retirement Planning Specialist

Washington University in St. Louis
MBA, Marketing

Carol Sutter Carol Sutter Rochester, New York Details
Carol Sutter's Ameriprise Financial Services, Inc. Experience March 1984 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1984 - Present

Education
Saint Louis University   1974 — 1975
Master of Science (MS)

University of Virginia   1971 — 1973
Bachelor of Science (B.S.)

Bridget Kestermeier Bridget Kestermeier Tampa/St. Petersburg, Florida Area Details
Bridget Kestermeier's Ameriprise Financial Services, Inc. Experience 2009 - 2010
Job MSO Accountant at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company  March 2014 - Present
Wendover Art Group  April 2012 - March 2014
Thor Industries  July 2010 - March 2012
Ameriprise Financial Services, Inc.   2009 - 2010
Ameriprise Financial Services, Inc.   2009 - 2010
Saint Mary's College  August 2007 - June 2009

Skills
Accounts Payable, Accounts Receivable, Accounting, Finance, Account Reconciliation, Microsoft Office, Leadership, Microsoft Excel

Education
Saint Mary's College   2006 — 2010
BBA, Business Administration

Lauren Wilverding Lauren Wilverding Greater San Diego Area Details
Lauren Wilverding's Ameriprise Financial Services, Inc. Experience January 2006 - June 2007
Job Senior Manager, Financial Planning & Analysis at FICO
Industry Computer Software
Experience
Fair Isaac  June 2007 - Present
Ameriprise Financial Services, Inc.   January 2006 - June 2007

Skills
Finance, Revenue Recognition, Strategic Financial..., Analysis, Sarbanes-Oxley Act, Strategy, Financial Modeling, Business Analysis

Education
San Diego State University-California State University   2008 — 2010
Master of Business Administration (M.B.A.), Finance

San Diego State University-California State University   2002 — 2005
Bachelor of Science (B.S.), Finance

Bryan Nelson Bryan Nelson Greater Boston Area Details
Bryan Nelson's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Regional Vice President, Wealth Management Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Columbia Management  January 2006 - December 2014
Columbia Management  July 2003 - December 2005
Brown Brothers Harriman  March 2002 - June 2003

Skills
Mutual Funds, Series 7, Asset Managment, Series 63, Separately Managed..., Asset Management, Alternative Investments, Asset Allocation, ETFs, Financial Advisory

Education
Saint Michael's College   1997 — 2001
BS, Business Administration

Wellesley High School   1993 — 1997

Trish (Dakos) Loris Trish (Dakos) Loris Greater Boston Area Details
Trish (Dakos) Loris's Ameriprise Financial Services, Inc. Experience June 2011 - January 2012
Job Senior Sales Assistant at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group  April 2013 - Present
Capital Advisors Group  July 2012 - April 2013
Ameriprise Financial Services, Inc.   June 2011 - January 2012
Capital Advisors Group  May 2007 - June 2011

Skills
Sales Support, Marketing Communications, Strategy, CRM, Social Networking, Event Planning, Event Management, Investments, Securities, Asset Managment, Series 7, Investment Management, Administrative Functions, Office Management, Project Management, Executive..., Executive Calendar..., Lead Generation, Content Development, Client Service, Inside Sales, Executive Email..., Travel Management, Expense Management, Vendor Management, Asset Management

Education
Salem State College   2003 — 2007
Bachelor, Business Management

James McManus CMFC AAMS James McManus CMFC AAMS North Haven, Connecticut Details
James McManus CMFC AAMS's Ameriprise Financial Services, Inc. Experience March 2009 - April 2014
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2014 - Present
Ameriprise Financial Services, Inc.   March 2009 - April 2014
Raymond James Financial Inc.  February 2004 - March 2009
Charles Schwab  August 1999 - February 2004
Morgan Stanley  January 1995 - August 1999

Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Finance, Financial Services, Investment Strategies, Series 7, Wealth Management, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Advisory, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Equities, Financial Analysis

Education
Salve Regina University   1991 — 1995
BS, Finance

Xavier High School   1987 — 1991

Corey Nguyen Corey Nguyen Greater Minneapolis-St. Paul Area Details
Corey Nguyen's Ameriprise Financial Services, Inc. Experience January 2011 - April 2011
Job Investment Operations Tech
Industry Financial Services
Experience
US Bancorp  April 2011 - Present
Ameriprise Financial Services, Inc.   January 2011 - April 2011
Wells Fargo Advisors  September 2010 - January 2011
RBC Wealth Management  October 1997 - October 2009

Skills
Access, Analysis, Credit, Credit Analysis, Research, Wealth Management

Education
Saint Mary's University of Minnesota

Steven Weisz Steven Weisz Villanova, Pennsylvania Details
Steven Weisz's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Renewables & Environment
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present

Education
Saint Joseph's University   2008 — 2011
Bachelor, Business Administration and Management, General

Nick Drew Nick Drew Cypress, Texas Details
Nick Drew's Ameriprise Financial Services, Inc. Experience August 1997 - June 2012
Job Financial Advisor at Liberty Partners Financial Services, LLC
Industry Investment Management
Experience
Liberty Partners Financial Services, LLC  June 2012 - Present
Retrodjtogo, LLC   January 2006 - Present
Ameriprise Financial Services, Inc.   August 1997 - June 2012

Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Planning, Asset Allocation

Education
Sam Houston State University   1992 — 1996
Bachelors of Business, International Business

Texas A&M University   1988 — 1992
Engineering Technology Industrial Distribution

A&M Consolidated High School   1986 — 1988
High School

King Alfred's College, Wantage, UK   1982 — 1988

Lita Anderson Lita Anderson Greater Minneapolis-St. Paul Area Details
Lita Anderson's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Communications Editor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Wells Fargo Insurance  September 2004 - December 2010
Target Corporation  February 2001 - September 2004
Target Corporation  2000 - 2001
Prudential (United States)   1997 - 1999

Skills
Newsletters, Marketing Communications, Social Media, Copywriting, Editing, Brand Management, Advertising, Fundraising

Education
Saint Mary's University of Minnesota   1992 — 1996
Bachelor of Arts, English Writing

Totino-Grace High School

Greg Jackey APMA® Greg Jackey APMA® Rancho Santa Fe, California Details
Greg Jackey APMA®'s Ameriprise Financial Services, Inc. Experience July 2011 - February 2014
Job Senior Portfolio Manager at Jackey/Robinson Group
Industry Financial Services
Experience
Jackey/Robinson Group   February 2014 - Present
Ameriprise Financial Services, Inc.   July 2011 - February 2014
Citi Wealth Management  December 2004 - July 2011
Various Financial Firms   October 1990 - December 2004
Shearson-Lehman Hutton  February 1987 - October 1990

Skills
Estate Planning, Finance, Insurance, Retirement, Tax, Wealth, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Series 63, Fixed Annuities, Financial Advisory, Portfolio Management

Education
San Diego State University-California State University   1972 — 1977
Business/Econ

Anh Nguyen, CPA, CFP® Anh Nguyen, CPA, CFP® Orange County, California Area Details
Anh Nguyen, CPA, CFP®'s Ameriprise Financial Services, Inc. Experience October 1998 - July 2010
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  August 2010 - Present
Ameriprise Financial Services, Inc.   October 1998 - July 2010
Multivision Cable   1993 - 1998
Comcast  1986 - 1993
C H Hamilton & Company, CPA   1982 - 1986
Fay H Blair, CPA   1980 - 1982

Skills
Retirement, Retirement Planning, Strategic Financial..., Long-term Care, Small Business, Wealth, Investment Advisory, Investments, Strategy, Fixed Annuities, Finance, Insurance, Disability Insurance, Tax, Financial Advisory, Financial Planners, Personal Finance, IRAs, 401k, Wealth Accumulation, Estate Planning, Portfolio Management, 401k Rollovers, Wealth Management, Mutual Funds, Uniform Combined State..., Wealth Management..., Personal Financial..., Saving for Education, Financial Planning

Education
San Francisco State University
Bachelor of Science (B.S.), Business Administration (Accounting)

Lycee Marie Curie

Rebekah Poole Rebekah Poole Greater Minneapolis-St. Paul Area Details
Rebekah Poole's Ameriprise Financial Services, Inc. Experience April 1997 - September 1998
Job Administration at Hennepin County Human Resources
Industry Government Administration
Experience
Hennepin County Human Resources   October 2000 - Present
Hennepin County  2000 - 2013
Nonin Medical, Inc.   September 1998 - January 2000
Ameriprise Financial Services, Inc.   April 1997 - September 1998

Skills
Government, Policy Analysis, PeopleSoft, Non-profits, Organizational..., Community Development, Data Entry, Leadership Development, Highly detail oriented, People Skills, Customer Driven, Customer Focused Design, Administrative..., Personal Drive, Training Manuals, Training and Development, Coordinating Skills, Coordinating Programs, Certification..., Processing Clerk, Desktop Publishing, Microsoft Applications, Employee Recognition, Project Management, Nonprofits, Employee Training, Training, Administration, Human Resources, Customer Service, Employee Relations, Policy, Interviews, Leadership

Education
Saint Mary's University of Minnesota   2013 — 2015
Master of Arts (MA), Human Resources Management and Services

Saint Mary's University of Minnesota   2007 — 2009
Bachelor of Science, Business Management

Miguel Trinidad, CAMS Miguel Trinidad, CAMS West Orange, New Jersey Details
Miguel Trinidad, CAMS's Ameriprise Financial Services, Inc. Experience July 2007 - December 2007
Job MBA, Branch Manager at Capital One
Industry Financial Services
Experience
Capital One  June 2014 - Present
Chase  March 2011 - May 2014
PNC Investments  March 2010 - February 2011
PNC  January 2008 - March 2010
Ameriprise Financial Services, Inc.   July 2007 - December 2007
The Lab Consulting  2004 - 2007

Skills
Banking, Management, Retail Banking, Portfolio Management, Loans, KYC, Anti Money Laundering, USA PATRIOT Act, Teamwork, Strategic Financial..., OS X, Finance, Financial Planning, Microsoft Technologies, Financial Advisory, Retirement Planning, Project Planning, CRM, Relationship Management, Languages, Mac OS X, Financial Services, Credit, Investments, Strategy, Sales, Customer Service, Risk Management, Business Analysis, Financial Analysis, Leadership, Microsoft Office, Mortgage Lending, Credit Analysis, Microsoft Excel, Sales Management, Process Improvement, Team Leadership, Cross Selling, Small Business Lending, Commercial Banking, Coaching, Cash Management, Customer Retention, Financial Risk, Consumer Lending, Mortgage Banking, Credit Cards, Commercial Lending

Education
Saint Peter's University   2011 — 2013
MBA, Finance

Saint Peter's University   2002 — 2006
Marketing Management, Economics

Kyle Symoniak Kyle Symoniak Greater Detroit Area Details
Kyle Symoniak's Ameriprise Financial Services, Inc. Experience November 2011 - March 2013
Job Energetic, driven professional with a passion for capital markets, investing, and personal finance
Industry Capital Markets
Experience
Quicken Loans  October 2014 - Present
Quicken Loans  March 2013 - October 2014
Ameriprise Financial Services, Inc.   November 2011 - March 2013
Ameriprise Financial Services, Inc.   May 2010 - November 2011
Ameriprise Financial Services, Inc.   June 2008 - May 2010
Ameriprise Financial Services, Inc.   December 2006 - June 2008

Skills
Secondary Market, Agency MBS, Best Execution, Whole Loan, CRA, Wealth Management, Business Intelligence, Series 7, Program Management, Product Management, Series 63, VBA, Data Analysis, FINRA, Securities, Solution Architecture, Data Warehouse..., Business Strategy, Thought Leadership, Business Analytics, Data Quality, Agile Application..., Operational Efficiency, Product Development, Operations Management, TFS, Excel, SQL, SQL Server Management..., SSAS, SSRS, Data Cubes, Dimensional Modeling, Decision Support, Quality Assurance, Quality Control, Mentoring, Microsoft Office, Access, Pricing Strategy, SEC compliance, FINRA Compliance, SOX Compliancy

Education
Saint Mary's University of Minnesota   2004 — 2006
Terminal MS, Geographic Information Systems

University of St. Thomas   2000 — 2004
BA, Geography

Bill Janson Bill Janson Moorhead, Minnesota Details
Bill Janson's Ameriprise Financial Services, Inc. Experience June 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1989 - Present
Cretin-Derham Hall  1985 - 1989

Education
Saint Mary's University of Minnesota

Nicole Vanni Nicole Vanni San Francisco, California Details
Nicole Vanni's Ameriprise Financial Services, Inc. Experience May 2012 - July 2012
Job Student at San Francisco State University
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - July 2012
St. Ignatius College Prep  November 2011 - March 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking

Education
San Francisco State University   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Betty David Betty David San Francisco Bay Area Details
Betty David's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Community Engagement Coordinator
Industry Government Relations
Experience
Alameda County  April 2014 - Present
Ameriprise Financial Services, Inc.   2012 - 2013
AMERIPRISE FINANCIAL SERVICES, INC  April 2012 - October 2012
BANK OF AMERICA  January 2011 - November 2011
American Administrative Group  November 2007 - September 2008
Wells Fargo Bank Commercial Mortgage   May 2006 - October 2007
Wells Fargo Bank  March 2004 - May 2006
Circuit City Stores Inc  September 1998 - March 2004

Skills
Human Resources, CRM, Credit, Insurance, Sales, Bookkeeping, Portfolio Management, Telephone Skills, Retail Banking, Bank Reconciliation, 10 Key, Event Management, Loan Servicing, Cross Selling, Research, Interviews, Accounting, Payments, Microsoft Office, Selling, Tax, Process Improvement, Benefits Administration, Financial Services

Education
San Francisco State University   2003 — 2005

Galileo High School
High School Diploma

Steven Thome Steven Thome Folsom, California Details
Steven Thome's Ameriprise Financial Services, Inc. Experience December 2005 - September 2007
Job Small Business Sales Representative at ADT
Industry Retail
Experience
ADT  January 2014 - Present
Rite Aid  November 2010 - December 2012
HD Supply Repair & Remodel  February 2010 - May 2010
Safeway  March 2009 - September 2009
Trinity Wealth Management   September 2007 - February 2009
Ameriprise Financial Services, Inc.   December 2005 - September 2007
Albertsons  April 1999 - June 2005
American Stores  August 1994 - April 1999
Lucky Stores  November 1973 - August 1994

Skills
Customer Service, Merchandising, Store Management, Team Leadership, Inventory Management, Loss Prevention, Retail, Profit, Store Operations, Visual Merchandising, Shrinkage, Planograms, Inventory Control, P&L

Education
University of Southern California - Marshall School of Business   1977 — 1978
Food Marketing Management Certificate

St. Mary's College of California   1973 — 1977
Bachelor's degree, Business/Managerial Economics

Loren Taing Loren Taing Greater San Diego Area Details
Loren Taing's Ameriprise Financial Services, Inc. Experience June 2005 - December 2006
Job Credit Analyst at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance  July 2015 - Present
Business Finance Capital   June 2012 - July 2015
Citibank  June 2007 - February 2011
Ameriprise Financial Services, Inc.   June 2005 - December 2006

Skills
Banking, Financial Analysis, Financial Services, Credit, Underwriting, Microsoft Office, Financial Statements, Credit Analysis, Customer Service, Microsoft Excel, Relationship Management, Loans, Sales, SBA 504, Finance, Wealth Management, Outlook, Financial Reporting, Loan Compliance, Strategic Financial..., Accounting, Salesforce.com, Microsoft Word, Real Estate, Budgeting

Education
San Diego State University-California State University   1999 — 2004
Bachelor's Degree, Business Administration, Finance

H Scott Apley H Scott Apley Houston, Texas Area Details
H Scott Apley's Ameriprise Financial Services, Inc. Experience January 2009 - April 2009
Job Financial Advisor at VALIC
Industry Financial Services
Experience
United Protective Services  October 2010 - August 2012
VALIC  February 2010 - October 2010
Ameriprise Financial Services, Inc.   January 2009 - April 2009
Ameriprise Financial  August 2008 - January 2009
Accor Hotels  October 2005 - May 2008

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Fixed Annuities, Estate Planning, Asset Managment, Series 7, Investments, Life Insurance, Insurance, Portfolio Management, Financial Analysis, Risk Management, Employee Benefits, Leadership, Training, Management, Time Management, Asset Management, Recruiting, Financial Planning

Education
Sam Houston State University   1994 — 1999

Anna Lowe Anna Lowe Tampa/St. Petersburg, Florida Area Details
Anna Lowe's Ameriprise Financial Services, Inc. Experience 2008 - 2012
Job Tampa Territory Manager at Penn Veterinary Supply Inc
Industry Veterinary
Experience
Penn Veterinary Supply Inc  2012 - Present
Ameriprise Financial Services, Inc.   2008 - 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning

Education
Saint Leo University   2004 — 2008
Bachelor's degree, Marketing

Conrad Aarseth, CFP® Conrad Aarseth, CFP® San Francisco Bay Area Details
Conrad Aarseth, CFP®'s Ameriprise Financial Services, Inc. Experience October 2009 - January 2011
Job Financial Advisor
Industry Financial Services
Experience
Dynamic Wealth Strategies, LLC   February 2011 - Present
Independent Financial Group LLC  February 2011 - June 2013
Koehler & Associates, CPAs   February 2011 - January 2013
Ameriprise Financial Services, Inc.   October 2009 - January 2011
Financial Designs, Ltd.   May 2006 - October 2009
The Financial Advisors Radio Series AM 600 KOGO   May 2006 - October 2009
Raleys  January 2003 - January 2006

Education
San Diego State University-California State University   2005 — 2007
Bachelor of Science, Business Administration (Financial Services Emphasis)

San Diego State University-California State University   2005 — 2007
Certificate in Personal Financial Planning

Cosumnes River College   2002 — 2004
Associate of Arts, Business Administration

Derek Seo Derek Seo Sacramento, California Area Details
Derek Seo's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor at Seo and Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1999 - Present
Japan Exchange and Teaching Program(me) (JET)   1996 - 1999

Education
San Diego State University-California State University   1994 — 1996
Bachelors, Business Administration, Accounting

Randy S. Tam Randy S. Tam San Francisco Bay Area Details
Randy S. Tam's Ameriprise Financial Services, Inc. Experience January 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2005 - Present
Charles Schwab  September 1996 - January 2005
Asia Pacific Group   January 1994 - August 1996
1st Nationwide Bank  1981 - 1993

Education
San Francisco State University
Banking

Michael Ferreira, CFP®, CRPC®, APMA® Michael Ferreira, CFP®, CRPC®, APMA® Hartford, Connecticut Details
Michael Ferreira, CFP®, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2007 - Present

Skills
Insurance, Business Strategy, Business Planning, Customer Service, Customer Experience, Decision Making, College Education..., Employee Benefits, ethical character, Leadership, Protection Planning, Responsiveness, Risk Management, small business planning, Social Media, Strategic Partnerships, Strategic Planning

Education
Salve Regina University
Business / Accounting

Salve Regina University

Amy Wimmer Amy Wimmer Tooele, Utah Details
Amy Wimmer's Ameriprise Financial Services, Inc. Experience 2008 - 2008
Job Trading / Service Rep at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Faro Advisors LLC   November 2010 - Present
Great American Senior Benefits  2009 - 2009
Ameriprise Financial Services, Inc.   2008 - 2008

Skills
Sales, Finance

Education
Utah State University   2010 — 2014
Bachelor's degree, Ornamental Horticulture

Salt Lake Community College   2009 — 2011
General Studies

Adrian Tombini Adrian Tombini Baltimore, Maryland Details
Adrian Tombini's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Equity Operations Analyst Institutional Securities Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2014 - Present
NewDay USA  September 2013 - February 2014
Salisbury University's Investment Fund   January 2013 - May 2013
Best Buy  October 2012 - March 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012
Data Networks  June 2010 - January 2012
Dunkin Donuts  July 2008 - July 2009

Skills
Microsoft Office, Customer Service, Analysis, Management, Finance, Business Analysis, Research, Financial Analysis, Financial Modeling, Project Management, Time Management, Sales, Accounting, Loan Structuring, Risk Management

Education
Salisbury University - Perdue School of Business   2009 — 2013
Bachelor's degree, Finance Major - Investments, Graduated

Casey Mason Casey Mason Dallas/Fort Worth Area Details
Casey Mason's Ameriprise Financial Services, Inc. Experience June 2004 - February 2006
Job Regulatory Principal Consultant at 1st Global
Industry Financial Services
Experience
1st Global  December 2014 - Present
Capital Institutional Services, Inc.   December 2012 - August 2014
UBS  July 2006 - September 2012
Wachovia Securities  February 2006 - July 2006
Ameriprise Financial Services, Inc.   June 2004 - February 2006
Morgan Stanley  August 2002 - June 2004
RBC Dain Rauscher  April 2001 - August 2002
Morgan Stanley  November 1997 - April 2001

Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities

Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General

San Jacinto College
Associate of Arts (AA), Business Administration

Deer Park High School   1990 — 1994

Amy Brown Amy Brown San Francisco Bay Area Details
Amy Brown's Ameriprise Financial Services, Inc. Experience July 2005 - August 2007
Job Building the sales dream team at Zenefits!
Industry Staffing and Recruiting
Experience
Zenefits  July 2015 - Present
Aerotek  February 2014 - July 2015
Aerotek  July 2012 - February 2014
ITC Service Group, Inc.   May 2011 - June 2012
Cathy Jean  September 2009 - March 2011
Ameriprise Financial Services, Inc.   July 2005 - August 2007

Skills
Staffing Services, Recruiting, Technical Recruiting, Internet Recruiting, Talent Acquisition, Applicant Tracking..., Cold Calling, College Recruiting, Screening Resumes, Human Resources, Temporary Placement, Benefits Negotiation, Screening, Permanent Placement, Job Fairs, Contract Recruitment, Networking, Management, Interviews, Staff Augmentation

Education
San Diego State University-California State University   2007 — 2011
BA, Communication

Kathleen M. Thomas, CIMA®, CFP®, CLU® Kathleen M. Thomas, CIMA®, CFP®, CLU® Hampton, New Hampshire Details
Kathleen M. Thomas, CIMA®, CFP®, CLU®'s Ameriprise Financial Services, Inc. Experience July 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1993 - Present

Education
Salem State University   1985 — 1987
Bachelor's degree, Finance, General

Salem State University   1983 — 1985
Bachelor of Arts (B.A.), Political Science and Government

Jean Whitaker Ruimy, CRPC Jean Whitaker Ruimy, CRPC Greater Los Angeles Area Details
Jean Whitaker Ruimy, CRPC's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Director, Operations & Financial Planning at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   May 2012 - January 2014
Ameriprise Financial  2004 - April 2012
Collecto, Inc.   June 2001 - April 2003
NBC 7/39, 24/7 Media   September 1999 - April 2001
General Atomics Aeronautical Systems  May 1997 - September 1999
The Ad Club of San Diego   1995 - November 1996

Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Financial Advisory, Insurance, Small Business, Estate Planning, Mutual Funds, Asset Managment, Investment Advisory, Retirement, Portfolio Management, Series 63, Asset Allocation, Financial Analysis, Strategic Planning, Mortgage Lending, 401k

Education
San Diego State University-California State University   1995 — 1999
BS, Marketing, Business Administration

University of Bradford   1997 — 1998
Diploma, Business Management

Michael Johnston, MBA, CPIM, ABCP Michael Johnston, MBA, CPIM, ABCP Cincinnati Area Details
Michael Johnston, MBA, CPIM, ABCP's Ameriprise Financial Services, Inc. Experience April 1988 - December 2008
Job Performance Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  May 2012 - Present
Fifth Third Bank  May 2010 - April 2012
Minnesota Life  January 2009 - July 2009
Ameriprise Financial  April 1998 - December 2008
Ameriprise Financial Services, Inc.   April 1988 - December 2008
Ecolab  1981 - 1987
Ecolab  1981 - 1986
LaMaur   1979 - 1983

Skills
Instructional Design, E-learning, Team Building, Business Analysis, Planning, Project Planning, Project Management, Training, Leadership, Management, Contract Negotiation, E-Learning, Consulting, Program Management, Coaching

Education
University of St. Thomas   1980 — 1981
MBA, Operations Management

Saint Louis University   1972 — 1975
BS, Finance

Shawn Fiske, CRPC Shawn Fiske, CRPC Greater Boston Area Details
Shawn Fiske, CRPC's Ameriprise Financial Services, Inc. Experience April 2005 - July 2009
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial  July 2009 - Present
Ameriprise Financial Services, Inc.   April 2005 - July 2009
Emerson Swan  February 2001 - April 2005
L.E. Mason   February 1998 - February 2001

Skills
Strategic Financial..., Retirement, Investments, Long Term Care Insurance, Financial Goals, Life Insurance, Accounting, Retirement Planning, Series 7, Mutual Funds, Estate Planning, Wealth Management, Asset Allocation, Payroll, Education Funding, Series 63, Portfolio Management, Accounts Payable, Investment Advisory, Accounts Receivable

Education
Salem State University   1990 — 1994
BS, Accounting

Coyle Cassidy High School   1983 — 1987

Tony Langello, CFP®, CRPC Tony Langello, CFP®, CRPC Severna Park, Maryland Details
Tony Langello, CFP®, CRPC's Ameriprise Financial Services, Inc. Experience September 1999 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1999 - Present

Education
Salisbury University   1987 — 1991
B.S.

Severna Park HS

Courtney Gatta Courtney Gatta Sturbridge, Massachusetts Details
Courtney Gatta's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Finance Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Sturbridge Community Television   May 2011 - Present
CG Photography   January 2009 - Present
Dunkin Donuts  May 2014 - May 2015

Skills
Digital Photography, Social Networking, Teamwork, Microsoft Word, PowerPoint, Facebook, Microsoft Excel, Social Media, Community Service, Videography, Managerial Accounting, Financial Accounting, Principles of Marketing, Management &..., Multi Tasking, Dependable Team Player, Learning Quickly, Microsoft Project, Marketing, Sales, Microsoft Office, Customer Service, Time Management

Education
Salve Regina University   2012 — 2016
Financial Management (BS), Senior

Tantasqua Regional High School   2008 — 2012

Andrew Andrikopoulos Andrew Andrikopoulos Palo Alto, California Details
Andrew Andrikopoulos's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
H D Vest  November 1986 - October 2011
Andrikopoulos & Associates   February 1982 - October 2011

Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Finance, General

Mark Goblisch Mark Goblisch Greater Minneapolis-St. Paul Area Details
Mark Goblisch's Ameriprise Financial Services, Inc. Experience 1991 - 2004
Job Vice President Consultant Relationship Manager
Industry Financial Services
Experience
Wells Fargo  December 2013 - Present
Wells Fargo  2007 - November 2013
Wells Fargo  2005 - 2006
Jeffrey Slocum & Associates  2004 - 2005
Ameriprise Financial Services, Inc.   1991 - 2004

Skills
Pensions, Investments, Finance, Retirement, Asset Management, Securities, Retirement Planning, 401k, Financial Services, Retirement Plan..., Wealth Management, Risk Management, Strategic Financial..., Sales, Series 63, Leadership, Portfolio Management, Mutual Funds, Financial Analysis, Series 7, Direct Sales, Relationship Management, Equities, Asset Allocation, Fixed Income, Alternative Investments

Education
Saint Mary's University of Minnesota   1986 — 1990
BA, Business Marketing / Management

Cretin High School

Oliver Choy Oliver Choy San Francisco Bay Area Details
Oliver Choy's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present
Wells Fargo Investments, LLC  August 2002 - April 2011

Education
San Francisco State University   1997 — 2001

Bobbi Cadena Bobbi Cadena Spring, Texas Details
Bobbi Cadena's Ameriprise Financial Services, Inc. Experience September 2006 - March 2010
Job Treasury Analyst II
Industry Oil & Energy
Experience
Swift Energy Company  March 2013 - Present
Zepol Building Group, LLC   November 2009 - Present
McKesson Specialty Health  June 2011 - March 2013
Tiras, Pennington and Assoc. a Financial Advisory Practice of Ameriprise Financial Services, Inc   May 2010 - June 2011
Ameriprise Financial Services, Inc.   September 2006 - March 2010
Regions Bank  March 2006 - September 2006
Bank of America  December 2003 - May 2005

Skills
Financial Analysis, Training, Recruiting, Budgets, Portfolio Management, Financial Services, Insurance, Customer Service, Project Management, Marketing, Finance, Management, New Business Development, QuickBooks, Credit, SAP, Customer Satisfaction, Auditing, Invoicing, Strategic Financial..., Series 7, Wealth Management, Retirement Planning, Risk Management, Banking, Leadership, Securities, Process Improvement, 401k, Asset Allocation, Financial Modeling, Asset Management, Financial Advisory, Mutual Funds, Financial Planning

Education
University of Phoenix   2008 — 2010
Masters of Business Administration, Finance

Sam Houston State University   2001 — 2005
Bachelor of Business Administration, General Business; Finance

James Bizzack,CFP, CRPC James Bizzack,CFP, CRPC Pleasanton, California Details
James Bizzack,CFP, CRPC's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1995 - Present
Ameriprise Financial Advisors  June 1985 - Present
Ameriprise Financial Services, Inc.   January 2000 - December 2006

Skills
Business Planning, Coaching, Compliance, Education Planning, Employee Benefits, Protection Planning, Public Speaking, Risk Management, Small Business Planning, Strategic Planning

Education
San Diego State University-California State University   1982 — 1984
BA, Economics

Cheryl M Burbano, CFP, MBA, Ph.D. Cheryl M Burbano, CFP, MBA, Ph.D. Tampa/St. Petersburg, Florida Area Details
Cheryl M Burbano, CFP, MBA, Ph.D.'s Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job Financial Advisor, Certified Financial Planner Practitioner, Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   September 1996 - Present
University of South Florida  January 1992 - 1996

Education
University of South Florida   1992 — 1994
Executive MBA, Business

University of Florida   1984 — 1989
Ph.D., Higher Education and Support

Saint Leo University   1967 — 1971
B.A., German and Spanish

Chamberlain High School   1964 — 1967
H.S.Diploma, college prep

David Minor CA LIC #0D19836 David Minor CA LIC #0D19836 San Francisco Bay Area Details
David Minor CA LIC #0D19836's Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2010 - Present
COTAP   October 2011 - Present
Liberty Group  2007 - 2010
Fields Aviation   2003 - 2007
New York Life Insurance Company  2000 - 2003

Education
San Francisco State University, College of Business   1989 — 1994
Business, Marketing

Nile C. Kinnick   1987 — 1989

Kristen Paruginog Kristen Paruginog San Diego, California Details
Kristen Paruginog's Ameriprise Financial Services, Inc. Experience April 2010 - November 2012
Job Executive Director and Founder at Break the Silence Against Domestic Violence, INC.
Industry Nonprofit Organization Management
Experience
Break the Silence Against Domestic Violence, INC.   December 2011 - Present
Ameriprise Financial Services, Inc.   April 2010 - November 2012
Quality Loan Service Corporation  April 2008 - March 2010
Chase Bank  July 2005 - November 2007

Skills
Customer Service, Administrative..., Community Outreach, Events, Film Production, Journalism, Leadership, Microsoft Excel, Microsoft Word, Magazines, Modeling, Multimedia, Marketing Research, Nutrition, Social Networking, Non-profits, Organization, Recruiting, Twitter, Writing, Creative Writing, YouTube, Youth Development, Youth Mentoring, Youth Work, Motivational Speaking, Advocacy, Nonprofits, Public Relations, Email Marketing, Event Planning, Marketing, Fundraising, Event Management, Public Speaking, Press Releases, Volunteer Management, Facebook, Social Media, Social Media Marketing, Blogging, Web Content, Personal Development, Advertising, Online Marketing, PowerPoint, Community Development, Time Management, Team Building, Entertainment

Education
San Diego State University-California State University   2007 — 2012
Journalism, Emphasis in Media Studies Specialization

Helix High School

Cynthia Schmiedeknecht, CRPC Cynthia Schmiedeknecht, CRPC Greater Seattle Area Details
Cynthia Schmiedeknecht, CRPC's Ameriprise Financial Services, Inc. Experience 1993 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1993 - Present
Merrill Lynch  1982 - 1989

Education
Seattle University   1986 — 1988

San Diego State University-California State University   1968 — 1973
English

Abbie Willis, PMP Abbie Willis, PMP Rochester, Minnesota Area Details
Abbie Willis, PMP's Ameriprise Financial Services, Inc. Experience 1996 - 2001
Job
Industry Government Administration
Experience
MNPrairie County Alliance   April 2014 - Present
Olmsted County  2007 - 2014
Olmsted County  2001 - 2007
Ameriprise Financial Services, Inc.   1996 - 2001

Skills
Project Planning, Project Management, Government, Program Management, Leadership, Program Evaluation, Program Development, Public Speaking, Nonprofits, Microsoft Office, Data Analysis, Employee Training, Management, Strategic Planning, Policy, Grant Writing

Education
Saint Mary's University of Minnesota   2005 — 2008
Master of Science in Project Management, Project Management

University of Phoenix   1990 — 1999
BAM, Business Management

Project Management Institute
PMP Certified - ID 1844188, Project Management

Dawn Sanchez, CFP® Dawn Sanchez, CFP® San Francisco Bay Area Details
Dawn Sanchez, CFP®'s Ameriprise Financial Services, Inc. Experience September 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2001 - Present
marchFIRST/USWebCKS   February 1999 - March 2001

Education
The American College   2003 — 2006
Certified Financial Planner, Financial Planning and Services

San Francisco State University   1987 — 1989
BA, Broadcast Communication Arts

Lavenia Church Lavenia Church San Francisco Bay Area Details
Lavenia Church's Ameriprise Financial Services, Inc. Experience November 2003 - July 2006
Job Marketing Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche  July 2006 - Present
Ameriprise Financial Services, Inc.   November 2003 - July 2006

Skills
Marketing Strategy, Strategy, Strategic Planning, Business Strategy, Market Research, Marketing Communications, Competitive Analysis, Marketing, CRM, Project Management, Management, Social Media, Microsoft Office, Social Media Marketing

Education
San Francisco State University
Bachelor's degree, Marketing

Alexis Toporowski Alexis Toporowski Saint Louis, Missouri Details
Alexis Toporowski's Ameriprise Financial Services, Inc. Experience October 2011 - August 2013
Job Sales and Marketing Intern at Hawk Technology Ltd
Industry Events Services
Experience
Hawk Technology Ltd   May 2015 - Present
EXPRESS  November 2014 - Present
Saint Louis University  May 2014 - Present
Starbucks  May 2014 - October 2014
Saint Louis University  September 2013 - May 2014
St. Louis Rams  August 2013 - December 2013
Ameriprise Financial Services, Inc.   October 2011 - August 2013
City of Davenport  March 2011 - March 2013

Skills
Social Media, Event Planning, Social Networking, Microsoft Office, Ice Hockey, CRM, Customer Service, Salesforce.com, Facebook, QuickBooks, Deposits, Figure Skating, Coaching, Customer Satisfaction, Blogging, Writing, Public Speaking, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel

Education
Saint Louis University   2013 — 2017
Currently attending, Psychology and Communication

University of Iowa   2015 — 2015
Psychology and Communication

Pleasant Valley High School   2009 — 2013
High School diploma

Jonathan Lowery, MBA Jonathan Lowery, MBA Birmingham, Alabama Area Details
Jonathan Lowery, MBA's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present

Education
Samford University   2011 — 2013
Master of Business Administration (M.B.A.)

Samford University   2005 — 2010
Bachelor of Science (B.S.)

Gary Hitzler Gary Hitzler Irvine, California Details
Gary Hitzler's Ameriprise Financial Services, Inc. Experience December 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1995 - Present

Education
San Diego State University-California State University   1989 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services

Scott Bradford Scott Bradford Minneapolis, Minnesota Details
Scott Bradford's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Senior Manager Technology Identity & Access Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2012 - Present
Ameriprise Financial Services, Inc.   November 2006 - November 2012
Ameriprise Financial Services, Inc.   July 2006 - November 2006
The Tile Shop  July 2001 - January 2006

Skills
Web Application Security, Incident Management, Problem Management, Release Management, Change Management, Configuration Management, Network Administration, Portfolio Management, Project Delivery, Team Leadership, Situational Leadership, Thought Leadership, Strategic Planning, Financial Reporting, Project Portfolio..., Information Security, Identity Management, Oracle Adaptive Access..., Siteminder, Tivoli Access Manager, Tivoli Directory Server, LDAP, Identity Federation, Disaster Recovery, Business Continuity...

Education
Saint Mary's University of Minnesota   1996 — 1998
Master of Arts (M.A.), Counseling Psychology

The University of North Dakota   1992 — 1996
Bachelor's degree, Psychology

Brittany Palmer Brittany Palmer San Diego, California Details
Brittany Palmer's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Internet Marketing Specialist | Marketing
Industry Marketing and Advertising
Experience
Eastridge Workforce Solutions  April 2015 - Present
NoteVault  August 2014 - April 2015
NoteVault  May 2014 - August 2014
Toastmasters International  January 2014 - May 2014
PrimeCPM   September 2013 - April 2014
VAVi Sport & Social Club  January 2013 - May 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012
Town of Danville  May 2011 - August 2011
Bath & Body Works  May 2011 - August 2011

Skills
Marketing, Marketing Communications, Integrated Marketing, Social Media Marketing, Digital Marketing, Project Management, SEO, Web Content Creation, Web Content Management, Web Content Optimization, Content Writing, Email Marketing, Brand Marketing, Content Marketing, Event Planning, WordPress, Advertising, Multi-channel Marketing, Online Social Networking, Sales, Digital Media, Photoshop, Illustrator, Media Planning, Marketing Strategy, Event Marketing, Event Management, Mobile Applications, Trade Show Strategy, Trade Show Planning, B2B Marketing, Social Networking, Social Media, Customer Service, Public Speaking, Leadership, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Editing, MailChimp, HootSuite, Facebook, Twitter, Communication, Online Marketing

Education
San Diego State University-California State University   2010 — 2014
Bachelor of Science (B.S.), Marketing

San Ramon Valley High School   2006 — 2010

Gregory Matthews Gregory Matthews Washington D.C. Metro Area Details
Gregory Matthews's Ameriprise Financial Services, Inc. Experience 1993 - 1995
Job VP Branch Complex Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  January 2012 - Present
Charles Schwab  2002 - Present
Charles Schwab  2000 - 2002
Charles Schwab  1995 - 1999
Ameriprise Financial Services, Inc.   1993 - 1995

Skills
Team Management, Sales Management, Change Management, Series 7, series 8, Investments, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Fixed Income, Financial Services, FINRA, Strategic Financial...

Education
San Diego State University-California State University   2007 — 2010
MBA, Business Administration and Management, General

University of Maryland College Park   1988 — 1992
BS, Finance

Brendan Garvey Brendan Garvey La Crosse, Wisconsin Area Details
Brendan Garvey's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Process Engineer Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Target  May 2011 - Present
Waukesha Painting Services   May 2014 - August 2014

Skills
Analytics, Microsoft Office, Business Intelligence, Microsoft Excel, Leadership, Team Leadership, Customer Service, Finance, Retail

Education
Saint Mary's University of Minnesota   2013 — 2016
Bachelor's degree, Finance & Business Intelligence and Analytics, Junior

Elan Levy Elan Levy Woodland Hills, California Details
Elan Levy's Ameriprise Financial Services, Inc. Experience June 2010 - June 2011
Job Account Manager at Kaizen Technology Partners
Industry Computer Software
Experience
Kaizen Technology Partners   March 2013 - Present
Wells Fargo  2014 - Present
AXIANTA Financial Partners, Inc   November 2012 - March 2013
Western Capital Funding   February 2012 - September 2012
Ameriprise Financial Services, Inc.   June 2010 - June 2011

Skills
Finance, Currency, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Mutual Funds, Retirement Planning, Financial Analysis, Securities, Wealth Management, Financial Advisory, Management, Investment Strategies, Sales, Customer Service

Education
San Francisco State University   2009 — 2012
Bachelor of Science (BS), Finance, General

Janet Pang Janet Pang South Bend, Indiana Area Details
Janet Pang's Ameriprise Financial Services, Inc. Experience September 1995 - December 2005
Job Service Specialist at Gibson
Industry Insurance
Experience
Gibson  March 2014 - Present
Hallmark Cards  November 2010 - March 2014
Saint Mary's College - Notre Dame, IN   October 2008 - May 2009
Ameriprise Financial Services, Inc.   September 1995 - December 2005

Skills
Teamwork, Customer Service, Document scanning, Insurance, Commercial Insurance, Photoshop, Property, Underwriting, Casualty Insurance

Education
Saint Mary's College   1989 — 1993
Bachelor's degree, Communication and Media Studies

Christopher Stark, CRPC Christopher Stark, CRPC Needham, Massachusetts Details
Christopher Stark, CRPC's Ameriprise Financial Services, Inc. Experience January 2004 - June 2007
Job Managing Partner & Financial Advisor at Moschella, Stark, & Associates
Industry Financial Services
Experience
Moschella, Stark & Associates   June 2015 - Present
Carter, Bowers, Stark & Associates - Ameriprise Financial   January 2011 - June 2015
Ameriprise Financial  November 2002 - January 2011
Ameriprise Financial Services, Inc.   January 2004 - June 2007

Education
Salem State College   1998 — 2002
Bachelor, Finance & Economics

Norwood High School   1993 — 1997

Shaini Lewis, CFP®, CRPC®, RICP® Shaini Lewis, CFP®, CRPC®, RICP® Sacramento, California Details
Shaini Lewis, CFP®, CRPC®, RICP®'s Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Vice President Sales / Ameriprise Advisor Center
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   2013 - Present
Ameriprise Financial Services, Inc.   2009 - 2012
Ameriprise Financial Services, Inc.   2007 - 2009
Ameriprise Financial Services, Inc.   2004 - 2007
Ameriprise Financial Services, Inc.   2000 - 2004
Redwood High School  1997 - 2000
Novato High School  1993 - 1997

Skills
Marketing, Investments, Financial Advisory, Strategic Financial..., Series 7, Insurance, Estate Planning, Retirement Planning, Finance, Leadership, Retirement, Training, Series 63, Wealth Management, Mutual Funds, Financial Planning

Education
San Francisco State University   1995 — 1997
Master of Arts (MA), Educational Administration

Dominican College   1992 — 1993
Single Subject Credential in Mathematics

University of California, Santa Barbara   1988 — 1992
Bachelor of Arts (BA), Economics

John Engstrom John Engstrom San Francisco, California Details
John Engstrom's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Financial Advisor, Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2013 - Present
Golden Gate University  October 2013 - December 2013
Dominican University of California  February 2005 - June 2013
Absolute Volleyball Club  2006 - 2012
Accredited Home Lenders  July 2003 - January 2005
Collegiate Funding Group   October 2002 - June 2003
Morgan Stanley  May 2002 - August 2002
ARK Digital Technologies   August 2001 - April 2002
West Hills High School  2000 - 2001

Education
San Diego State University   2001 — 2003
Masters, Business Administration

San Diego State University-California State University   1995 — 2000
BS, Kineseology

Rancho Bernardo High School   1991 — 1995

Christina Rich Christina Rich Greater Minneapolis-St. Paul Area Details
Christina Rich's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Senior Training Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
The Wildcat Sanctuary  March 2012 - July 2013
Saint Mary's University of Minnesota  June 2010 - May 2013
Wells Fargo Bank  August 2010 - September 2012
Wells Fargo  June 2007 - August 2010
Wells Fargo  November 2005 - March 2007
Towle Financial   September 2002 - November 2005
Hanft Fride, PA   1998 - 2002

Education
Saint Mary's University of Minnesota   2004 — 2007
MS Project Management

University of Minnesota Duluth   1996 — 2000
BA English

American Society of Training & Development - Chicago   2009 — 2009
ASTD Training Certificate

Association for Talent Development   2014 — 2014
Measuring Return on Investment Certificate

Germone Gadsden Germone Gadsden Charleston, South Carolina Area Details
Germone Gadsden's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job Wealth Manager and 401(k) Advisor
Industry Financial Services
Experience
Integrity Financial Corporation  September 2014 - Present
The Gadsden Group   January 2012 - Present
Four Seasons Wealth Management  September 2011 - July 2012
Ameriprise Financial Services, Inc.   2008 - 2009
Edward Jones  2002 - 2008

Skills
Retirement Income..., Estate Planning, Alternative Investments, Asset Management, Risk Management, Investment Advisory, Charitable Giving, Succession Planning, Asset Managment, Long-term Care, Series 7, Mutual Funds, Retirement Planning, Portfolio Management, Retirement, Charities, Investments, Financial Advisory, Trading, Strategic Financial..., Wealth Management, Fixed Annuities, Business Planning, Financial Analysis, Series 63, Securities, Asset Allocation, Financial Planning, Finance, Financial Services, Leadership, Management, 401k, Wealth, Public Speaking, Small Business, Investment Strategies, Insurance, Strategic Planning

Education
Saint Louis University   2007 — 2009
MBA, International Business

The Citadel   1994 — 1998
B.S., Business Administration

Lisa A. Amerongen, MBA Lisa A. Amerongen, MBA Greater Minneapolis-St. Paul Area Details
Lisa A. Amerongen, MBA's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Marketing Manager Professional Alliances at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present
Ameriprise Financial  November 2009 - March 2011
Ameriprise Financial  October 2003 - March 2009
Ameriprise Financial  November 1998 - October 2003
Ameriprise Financial  March 1997 - November 1998
Ameriprise Financial  January 1996 - March 1997
Ameriprise Financial  February 1995 - January 1996
Beckwith, Inc   January 1993 - January 1995
Merrill Corporation  January 1992 - January 1993

Skills
Series 7, Financial Services, Marketing Strategy, Marketing Communications, Relationship Management, Direct Marketing, Strategic Planning, Thought Leadership, Product Marketing, Marketing, Mutual Funds, Cross-functional Team..., Competitive Analysis, Strategic Financial..., Segmentation, Financial Advisory, Market Research, Retirement Planning, Product Management, Marketing Management, Leadership, Strategy, Analytics, Financial Planning

Education
St. Mary's University of Minnesota Graduate School   1996 — 2000
MBA, Marketing

Saint Mary's University of Minnesota   1987 — 1991
BA, Political Science/Business Administration

Terry Higgins Terry Higgins Greater Minneapolis-St. Paul Area Details
Terry Higgins's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Sr. Director, Network Delivery, Network Operations, Data Center Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Ameriprise Financial Services, Inc.   October 2012 - August 2014
Ameriprise Financial Services, Inc.   October 2009 - October 2012
Ameriprise Financial  August 2004 - November 2009
Qwest Communications  1999 - 2004
Express Scripts  1996 - 1999
MSI Insurance  1988 - 1996
Wang Laboratories  1984 - 1988
Norwest Information Service   1982 - 1984
TCF Bank  1980 - 1982

Skills
Data Center, WAN, Network Security, VPN, Integration, Team Building, Disaster Recovery, ITIL, Information Technology, Wireless, Telecommunications, Leadership, Project Management, Software Development, Domain Names, Infrastructure, Vendor Management, TCP/IP, Troubleshooting, Cross-functional Team..., Active Directory, Program Management, Process Improvement, Call Centers, Wireless Security, VMware, VoIP, Windows Server, Virtualization, Enterprise Software, IT Operations, Technical Support, Cloud Computing, Enterprise Architecture, Team Leadership, Cisco Technologies, SDLC, IT Service Management, IT Management, IT Strategy, Governance, Project Portfolio...

Education
Alexander Ramsey Sr High

Saint Mary's University of Minnesota
BSc, Telecommunications

Jan Ebbert Jan Ebbert Greater Los Angeles Area Details
Jan Ebbert's Ameriprise Financial Services, Inc. Experience June 1999 - Present
Job Financial Advisor/Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1999 - Present

Education
San Diego State University-California State University

Kathleen E. Burke Kathleen E. Burke Greater Minneapolis-St. Paul Area Details
Kathleen E. Burke's Ameriprise Financial Services, Inc. Experience November 2008 - September 2012
Job Director, Events
Industry Financial Services
Experience
RiverSource  August 2013 - Present
Ameriprise Financial Services, Inc.   November 2008 - September 2012
Ameriprise Financial Services, Inc.   May 2007 - November 2008
Ameriprise Financial Services, Inc.   May 2004 - May 2007
American Express  1996 - 2004
Maritz  1994 - 1996
Maritz  1993 - 1994
Maritz  1993 - 1993
Maritz  1989 - 1993
Maritz  1988 - 1989

Skills
Marketing Communications, Strategic Thinking, Team Leadership, Building Relationships, Product Launch, Copywriting, Management, Coaching, Sales Management, Team Building, Financial Services, Contract Negotiation, Budgets, Marketing, Vendor Management, Strategic Communications, Customer Experience, Messaging, Performance Improvement, Incentive Travel, Group Travel, Rewards Programs, Reward Systems, Creative Strategy, Program Implementation, Development Of Employees, Direct Marketing, Marketing Strategy, Advertising, Marketing Management, Strategy, Project Management, Creative Direction, Program Management, Strategic Planning, Training, Sales Operations, Internal Communications, Event Management, Sales, Event Planning, Social Media, Analysis, Integrated Marketing

Education
Saint Louis University
MBA, Marketing

Saint Louis University
Bachelor of Business Administration (B.B.A.), Personnel and Industrial Relations

Nathalie Fairfax Nathalie Fairfax Greater Los Angeles Area Details
Nathalie Fairfax's Ameriprise Financial Services, Inc. Experience July 2009 - December 2009
Job Assistant Business Manager at Fulton & Meyer and Physicians Accounting Management
Industry Accounting
Experience
Fulton & Meyer  January 2012 - Present
Strazzeri Mancini, LLP  May 2010 - January 2012
Ameriprise Financial Services, Inc.   July 2009 - December 2009
Aztec Shops, LTD.   August 2007 - August 2009

Skills
Program Planning, Project Coordination, Logistics Management, Plannning, Budgets, Customer Service, Accounting, Bank Reconciliation, Organization, Close Attention to..., QuickBooks, Datafaction, Microsoft Technologies, Social Media, Website Development, Employee Training, Collaboration, Process Optimization, HR Policies, Laserfiche, Time Matters, File Management, Phone Etiquette, Cross-functional Team..., Leadership, Customer Engagement, Social Networking

Education
San Diego State University-California State University   2006 — 2010
B.A., Political Science

Jeff Milber Jeff Milber Greater San Diego Area Details
Jeff Milber's Ameriprise Financial Services, Inc. Experience January 2006 - October 2006
Job Agency Owner at Farmers Insurance Group of Companies
Industry Insurance
Experience
Farmers Insurance- Jeff Milber Agency   May 2014 - Present
State Farm Insurance  January 2009 - May 2014
World Group Securities  June 2008 - March 2009
Independent Capital Management  November 2006 - March 2008
Ameriprise Financial Services, Inc.   January 2006 - October 2006
Humphry's By the bay   May 2002 - December 2002

Skills
Insurance, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Health Insurance, Fixed Annuities, Commercial Insurance, Term Life Insurance, Banking, Management, Retirement, IRAs, 401k, Liability, Finance, Whole Life, Universal Life, Property & Casualty..., Long Term Care Insurance, Umbrella Insurance, Marketing, Mutual Funds, Investments, Workers Compensation, Employee Benefits, General Insurance, Series 6, Strategic Financial..., Sales, Customer Service, Marketing Strategy, Small Business, Sales Management, Team Building, Financial Planning

Education
San Diego State University-California State University   2000 — 2005
Economics, Business

Woodside   1996 — 2000

Clarendon

Emily Wallace Emily Wallace Kalamazoo, Michigan Area Details
Emily Wallace's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Client Relationship Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Big 4 Party Rentals INC   September 2013 - December 2014
Stryker  August 2011 - May 2013
Systems Research Inc. (SRI)   February 2011 - July 2011
Walt Disney World  August 2010 - January 2011
Culver Academies  May 2010 - August 2010
WNDU-TV  May 2009 - May 2010

Skills
Public Speaking, Microsoft Office, Social Media, Event Planning, Social Networking, Fundraising, Coaching, Leadership, Public Relations, Management, Training, Recruiting, Sales, CRM, Marketing, Microsoft Excel, PowerPoint, Event Management, Customer Service, Account Management, Social Media Marketing

Education
Saint Mary's College   2006 — 2010
Bachelors, Mass Communications and Advertising

Wheaton Warrenville South High School   2002 — 2006

University of Notre Dame

Michael Canzone Michael Canzone Greater San Diego Area Details
Michael Canzone's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Vice President at Fidelity Investments   April 2005 - November 2011
Prudential Securities  October 1997 - December 2004

Education
San Diego State University-California State University   1999 — 2003
BS, Political Science

Noelle Cafagna Owens Noelle Cafagna Owens San Francisco Bay Area Details
Noelle Cafagna Owens's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Plan Service Provider/Trainer/Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
Ameriprise Financial  November 2001 - April 2008

Education
San Francisco State University
BA, Philosophy

Maria Heatherington Maria Heatherington San Diego, California Details
Maria Heatherington's Ameriprise Financial Services, Inc. Experience July 2009 - July 2011
Job REALTOR at Pacific Sotheby`s International Realty
Industry Real Estate
Experience
Pacific Sotheby`s International Realty  July 2015 - Present
Maria Heatherington Massage Therapist   October 2010 - Present
EF English First  March 2014 - November 2014
Ameriprise Financial Services, Inc.   July 2009 - July 2011

Skills
Training, Wellness, Coaching, Customer Service, Healthcare, Public Speaking, Data Entry, Outlook, Microsoft Word, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Fitness, Leadership, Teaching English as a..., Teaching, Community Outreach, Social Networking

Education
San Diego State University-California State University   2010 — 2013
Bachelor of Arts (B.A.), Public Administration

School of Healing Arts   2010 — 2013
Certified Massage Therapist, Massage Therapy/Therapeutic Massage, 500 Hour Program Completed

Global Leadership College   2013 — 2013
TESOL/TEFL, English as a Foreign Language

Joseph A. Rosenbaum Joseph A. Rosenbaum Greater St. Louis Area Details
Joseph A. Rosenbaum's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor, Associate Vice President Kulik, Rosenbaum & Associates at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2009 - Present
H&R Block Financial Advisors  2003 - 2009
Wachovia Securities, Inc.   1997 - 2003
A.G. Edwards & Sons, Inc.   1994 - 1997

Education
Saint Louis University   1989 — 1994
B.A.

St. Mary's High School   1985 — 1989

Riwa Obel Riwa Obel Greater Minneapolis-St. Paul Area Details
Riwa Obel's Ameriprise Financial Services, Inc. Experience August 2005 - December 2005
Job Service Manager at SICON MOTORS INC
Industry Retail
Experience
SICON MOTORS INC   March 2006 - Present
FleetZone Auto   February 2006 - March 2006
Ameriprise Financial Services, Inc.   August 2005 - December 2005
RR Donnelly  March 2005 - September 2005
Northwest Airlines  January 2004 - April 2005

Skills
Sales Management, Operations Management, Account Management, Customer Service, Process Improvement

Education
Saint Mary's University of Minnesota   2003 — 2006

Saint Cloud State University - G.R. Herberger College of Business   2001 — 2003

Waldorf College   1997 — 1999

Lavanya Murthy Lavanya Murthy Greater Minneapolis-St. Paul Area Details
Lavanya Murthy's Ameriprise Financial Services, Inc. Experience May 2011 - July 2015
Job Office 365 Architect at New Signature
Industry Information Technology and Services
Experience
New Signature  August 2015 - Present
Ameriprise Financial Services, Inc.   May 2011 - July 2015
Virteva  November 2010 - April 2011
Wells Fargo  January 2008 - September 2009
Boston Scientific CRM  November 2006 - December 2007
Ecolab  June 2005 - February 2006
Thomson West  November 2004 - May 2005
Edutech Informatics   April 1999 - September 2000
Unitron Networks Inc   October 1997 - March 1999

Skills
Enterprise Architecture, Active Directory, Disaster Recovery, System Deployment, Microsoft Exchange, Messaging, Enterprise Software, Powershell, Windows Server, Messaging Architecture, Unified Communications, Enterprise Mobility, Mobile Device Management, Secure Messaging, Directory Services, Performance Tuning, Lync, Scripting, Blackberry, Quest Migration Manager, Microsoft SQL Server, VMware, SMTP Gateway, Storage Solutions, Windows Server 2008, Business Continuity..., Architectures, Microsoft Technologies, Virtualization, Integration, Vendor Management, Infrastructure, IT Strategy, ITIL, SDLC, Solution Architecture, IT Management, Data Center, Visio, Cloud Computing, Requirements Analysis, Strategy, Program Management, Management, Process Improvement, Troubleshooting, Servers, IT Service Management, Software Documentation, IT Operations

Education
Saint Mary's University of Minnesota   2003 — 2005
M.S, Telecommunications

JNTU   1993 — 1997
Bachelor's degree, Engineering

Deborah Haydis Deborah Haydis Greater San Diego Area Details
Deborah Haydis's Ameriprise Financial Services, Inc. Experience 1984 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1984 - Present

Education
San Diego State University-California State University   1980 — 1984
BS, Business Administration

Brandon Horton Brandon Horton Birmingham, Alabama Area Details
Brandon Horton's Ameriprise Financial Services, Inc. Experience November 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2003 - Present
Sunshine Manor Adult Health and Rehabilitation   May 1995 - November 2002

Education
Samford University   1993 — 1996
Associate in Science, Science

University of Alabama at Birmingham   1991 — 1993
Science

Shannon Winger, PMP Shannon Winger, PMP Greater Minneapolis-St. Paul Area Details
Shannon Winger, PMP's Ameriprise Financial Services, Inc. Experience March 2011 - December 2012
Job Project Manager
Industry Government Administration
Experience
Hennepin County  May 2013 - Present
Ameriprise Financial Services, Inc.   March 2011 - December 2012
Ameriprise Financial  August 2007 - March 2011
Ameriprise Financial Services, Inc.   January 1998 - August 2007

Skills
Problem Solving, Project Management, Vendor Management, PMP, PMO, Business Analysis, SDLC, Project Portfolio..., Requirements Analysis, Governance, Visio, Analysis, Business Process, Business Process..., Business Requirements, IT Strategy, MS Project, Process Improvement, Program Management, Project Delivery, Requirements Gathering

Education
Saint Mary's University of Minnesota
Master of Arts (M.A.), Business Administration and Management, General

University of St. Thomas
Bachelor of Science (BS), Finance and Financial Management Services

University of St. Thomas
Mini Masters, Project Management

Sakiko Kono, ChFC, CRPC Sakiko Kono, ChFC, CRPC San Francisco Bay Area Details
Sakiko Kono, ChFC, CRPC's Ameriprise Financial Services, Inc. Experience October 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1993 - Present

Education
San Francisco State University, College of Business   1987 — 1989
B. S., Finance and Banking

Darren Kalb, CFP® Darren Kalb, CFP® San Francisco Bay Area Details
Darren Kalb, CFP®'s Ameriprise Financial Services, Inc. Experience August 2008 - June 2012
Job Director of Wealth Management at Polaris Wealth Advisers, LLC
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC  February 2015 - Present
Polaris Wealth Advisers, LLC  February 2014 - February 2015
NPB Financial Group LLC   July 2012 - February 2014
Ameriprise Financial Services, Inc.   August 2008 - June 2012
Ameriprise Financial Services, Inc.   June 2008 - August 2008
A.G. Edwards & Sons, Inc.   April 2006 - October 2006

Education
San Diego State University-California State University
Bachelor of Science, Business Administration (Financial Services)

San Ramon Valley High

Karen Mallinger Karen Mallinger Greater Minneapolis-St. Paul Area Details
Karen Mallinger's Ameriprise Financial Services, Inc. Experience January 2015 - April 2015
Job Security Program Manager and Chief of Staff for Chief Information Security Officer at SUPERVALU
Industry Financial Services
Experience
SUPERVALU  April 2015 - Present
Ameriprise Financial Services, Inc.   January 2015 - April 2015
Ameriprise Financial Services, Inc.   May 2012 - December 2014
Ameriprise Financial  April 2007 - May 2012
Ameriprise Financial  January 2004 - April 2007
Fortis Financial Group  1992 - 1995

Skills
SDLC, Disaster Recovery, PMO, Business Analysis, Risk Management, Requirements Gathering, Process Improvement, Financial Services, Requirements Analysis, Visio, Software Project..., IT Strategy, Program Management, Enterprise Architecture, Information Security, Security, PMP, Project Portfolio..., Business Process, Business Process..., Business Requirements, Computer Security, Governance, IT Management, ITIL, Incident Management, Management, Leadership, Resource Management, Vendor Management

Education
Saint Mary's University of Minnesota   1981 — 1985
BA, Psychology/Biology

Shannon Hargrove Shannon Hargrove Minneapolis, Minnesota Details
Shannon Hargrove's Ameriprise Financial Services, Inc. Experience June 2008 - Present
Job Business System Administrator Client and Advisor Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2008 - Present
Ameriprise Financial  March 2006 - June 2008

Skills
Vendor Management, Business Analysis, Project Management, PeopleSoft, SharePoint, Data Analysis, Training, Leadership, Process Improvement, Change Management

Education
Saint Mary's University of Minnesota   1995 — 1999
Bachelor of Arts (B.A.), Industrial and Organizational Psychology

Chris McGrill Chris McGrill Greater Minneapolis-St. Paul Area Details
Chris McGrill's Ameriprise Financial Services, Inc. Experience 2010 - 2012
Job Deskside Tech at Allianz
Industry Computer Software
Experience
Allianz  February 2011 - Present
IBM  March 2001 - Present
IBM  2009 - 2013
Ameriprise Financial Services, Inc.   2010 - 2012

Skills
IT Service Management, ITIL, Service Delivery, Cloud Computing, IT Strategy, Disaster Recovery, Active Directory, Operating Systems

Education
Saint Paul College-A Community and Technical College

David George, CFP David George, CFP Greater San Diego Area Details
David George, CFP's Ameriprise Financial Services, Inc. Experience March 1990 - March 2008
Job Founder & Managing Principal at Carlsbad Wealth Advisory Group
Industry Financial Services
Experience
Carlsbad Wealth Advisory Group   March 2008 - Present
Ameriprise Financial Services, Inc.   March 1990 - March 2008

Skills
Asset Management, Financial Advisory, Investment Advisory, Wealth, Strategic Planning, Wealth Management, Financial Planning, Strategy, Financial Services, Retirement Planning, Real Estate

Education
San Diego State University-California State University   1986 — 1988
Financial Services

UCSB   1984 — 1986

Andrea Suchy-Shinn Andrea Suchy-Shinn Greater Minneapolis-St. Paul Area Details
Andrea Suchy-Shinn's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2007 - Present
Money Pit Enterprises, LLC   May 2006 - Present
Ameriprise Financial  2003 - 2007
YWCA  August 1999 - May 2003
United States Department of Defense  May 1996 - August 1999

Education
University of Maryland College Park   1996 — 1999
BA, Business, Finance, Biochemistry

San Diego City College   1992 — 1995
AA, Liberal Arts, Biochemistry

Felonise Pitchford, PMP Felonise Pitchford, PMP Greater Minneapolis-St. Paul Area Details
Felonise Pitchford, PMP's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Park Nicollet Health Services  February 2010 - May 2011
Wells Fargo  June 2009 - March 2010
Blue Cross Blue Shield Minnesota  2006 - 2008
WellsFargo  2003 - 2006
Minnesota Public Radio  1998 - 2002
MCTC  1992 - 2001
Best Buy  1997 - 1998
St. Paul Companies  1994 - 1997
Northwest Airlines  1989 - 1994

Skills
Business Analysis, Budget Forecasts, MS Office, Project Management, Resource Management, Vendor Management, Offshore Management, SDLC, Human Resources, Project Portfolio..., PMP, Requirements Gathering, Microsoft Office, PMO, Program Management, MS Project, Management, Visio, Software Documentation, Business Intelligence, Process Improvement, Team Building, Change Management, Analysis

Education
Saint Mary's University of Minnesota   2001 — 2003
MA, International Business

University of Wisconsin-Whitewater
BS, Math - Business Emphasis Application Development

Rachael Nash Rachael Nash Duluth, Minnesota Area Details
Rachael Nash's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Director, Enterprise HR Reporting at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
Ameriprise Financial  October 2005 - July 2012
Ameriprise Financial  July 1994 - October 2005

Skills
Human Resources, Management, Process Improvement, Performance Management, Analysis, Six Sigma, Cross-functional Team..., PeopleSoft, Project Management, Talent Management, Business Analysis, Recruiting, Onboarding, Financial Services, Applicant Tracking..., Talent Acquisition

Education
Salt Lake Community College   1994 — 1995
General Studies

Gabriela Velasco Gabriela Velasco San Francisco Bay Area Details
Gabriela Velasco's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2009 - Present
Ameriprise Financial Services, Inc.   July 2007 - June 2009
The Sak  March 2005 - May 2007

Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Marketing

Paul Heaney Paul Heaney Greater Minneapolis-St. Paul Area Details
Paul Heaney's Ameriprise Financial Services, Inc. Experience September 2009 - Present
Job Manager of Municipal Trading Desk at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2009 - Present
Piper Jaffray  September 2003 - July 2009
Legg Mason  June 2002 - September 2003
Miller Johnson Steichen Kinnard  January 1997 - May 2002
Juran & Moody, Inc.   March 1993 - January 1997
John G Kinnard & Co.   July 1983 - March 1993

Skills
Series 7, Series 9,..., Series 24, FINRA, Product Management, Municipal Bonds, Product Development, Institutional Sales, Series 63, Bonds, Internal Marketing, Fixed Income, Investments, Securities, Portfolio Management, Trading, Financial Services

Education
Saint Mary's University of Minnesota   1979 — 1983
BA, Communications

Cretin Derham Hall   1975 — 1979

Paul Liberatore, CPA Paul Liberatore, CPA Greater St. Louis Area Details
Paul Liberatore, CPA's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present
Smith barney  July 2006 - April 2009
Edward Jones  September 1997 - July 2006
Kerber, Eck, and Braeckel   July 1988 - September 1997

Education
Saint Louis University
B.S. in Commerce, Accounting

Vieng Bounnam Vieng Bounnam Portland, Oregon Area Details
Vieng Bounnam's Ameriprise Financial Services, Inc. Experience April 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2000 - Present

Education
Salem International University   1994 — 1999
1999, International Business

Edward J. Moran Edward J. Moran Greater Chicago Area Details
Edward J. Moran's Ameriprise Financial Services, Inc. Experience February 2003 - Present
Job Vice President/Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2003 - Present

Education
Saint Xavier University

Kyle Konopka Kyle Konopka Greater Philadelphia Area Details
Kyle Konopka's Ameriprise Financial Services, Inc. Experience July 2010 - August 2010
Job Operations Manager
Industry Research
Experience
NAXION  April 2011 - Present
Ameriprise Financial Services, Inc.   July 2010 - August 2010

Skills
Word, Spanish, Microsoft Office, Excel, PowerPoint, Access, Outlook, FrontPage, PGP, Mach5, Microsoft Excel, Marketing, Facebook, Market Research, Analysis, Microsoft Word, Statistics, Research, Marketing Research, Social Media, Data Analysis

Education
Saint Joseph's University   2007 — 2011
Bachelor's, Finance, Economics

Saint Joseph's University - Erivan K. Haub School of Business   2007 — 2011
BS, Finance, Economics

Ashley Bohnenstingle Ashley Bohnenstingle Greater Minneapolis-St. Paul Area Details
Ashley Bohnenstingle's Ameriprise Financial Services, Inc. Experience November 2014 - May 2015
Job Project and Program Management Consultant in the Twin Cities Metro Area
Industry Health, Wellness and Fitness
Experience
OptumHealth  May 2015 - Present
Ameriprise Financial Services, Inc.   November 2014 - May 2015
Best Buy  June 2014 - November 2014
OptumHealth  August 2011 - June 2014
Data Recognition Corporation  December 2008 - July 2011
FLS Connect  May 2008 - December 2008

Skills
Program Management, Process Improvement, Project Management, Business Analysis, PMP, Visio, Cross-functional Team..., SharePoint, Change Management, Leadership, Strategic Planning, Analysis, PMO, Vendor Management, MS Project, Business Requirements, Business Process..., Software Documentation, Requirements Analysis, Budgets, Risk Management, Management, Resource Management, Requirements Gathering

Education
Saint Mary's University of Minnesota   2008 — 2011
Master of Science, Project Management

University of St. Thomas   2002 — 2006
Bachelor of Arts, Political Science

Wade Crandall, MA, LPCC Wade Crandall, MA, LPCC Greater Minneapolis-St. Paul Area Details
Wade Crandall, MA, LPCC's Ameriprise Financial Services, Inc. Experience 2003 - 2007
Job Independent Contracted Therapist at Outreach Counseling and Consulting Services
Industry Mental Health Care
Experience
Outreach Counseling and Consulting Services   July 2014 - Present
Mental Health Resources  April 2013 - Present
Independent Contractor  2007 - Present
South Metro Human Services  April 2012 - January 2014
South Metro Human Services  January 2010 - April 2012
Vernon T Devine, Ph.D., L.P. -Private Practice   May 2009 - December 2009
NAMI-MN   2007 - 2009
St. Mary's University of Minnesota   2007 - 2009
Ameriprise Financial Services, Inc.   2003 - 2007

Skills
Psychotherapy, Psychology, Mental Health Counseling, Mental Health, Public Speaking, Therapists, Case Managment, CBT, Motivational..., Crisis Intervention, Behavioral Health, Social Services

Education
Saint Mary's University of Minnesota
M.A., Counseling and Psychological Services

Jeremy Hulet Jeremy Hulet Greater Salt Lake City Area Details
Jeremy Hulet's Ameriprise Financial Services, Inc. Experience April 2008 - March 2009
Job Micro Markets Manager at Premier Vending
Industry Food & Beverages
Experience
Premier Vending   September 2013 - Present
Intermountain Wealth Management   April 2009 - September 2013
Ameriprise Financial Services, Inc.   April 2008 - March 2009
Premier Vending   August 2006 - March 2008
Premier Vending   November 2005 - August 2006
Ameriprise Financial Services, Inc.   August 2004 - November 2005
Premier Vending   January 2001 - August 2004

Skills
Compliance, Business Management, Analysis, Small Business, Process Improvement, Team Building, Business Planning, Financial Planning, Asset Management, Series 7, Series 66, Microsoft Office, Oracle Certified DBA, Financial Analysis, Insurance, Strategic Financial..., Training, Management

Education
University of Phoenix   2009 — 2012
Bachelor's degree, Small Business Management and Entrepreneurship

Salt Lake Community College   2005 — 2007
Accounting

Daniel Barberio Daniel Barberio Greater New York City Area Details
Daniel Barberio's Ameriprise Financial Services, Inc. Experience January 2009 - December 2009
Job Research Associate at The Concord Advisory Group, Ltd.
Industry Financial Services
Experience
The Concord Advisory Group, Ltd.   June 2013 - Present
The Concord Advisory Group, Ltd.   June 2010 - May 2013
Ameriprise Financial Services, Inc.   January 2009 - December 2009
University of Delaware  September 2008 - March 2009

Skills
Management, Financial Analysis, Asset Management, Equity Research, Portfolio Management, Due Diligence, Asset Allocation, Data Analysis, Bloomberg, Data Quality Control, Data Management, Investments, Vendor Relations, Operational Efficiency, Relational Databases, Morningstar

Education
Saint Joseph's University   2015 — 2017
Master of Business Administration (M.B.A.)

University of Delaware - Lerner College of Business and Economics   2006 — 2010
BS, Finance

Alba Johannessen Alba Johannessen San Antonio, Texas Area Details
Alba Johannessen's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
Austin Ear Nose and Throat Clinic   2000 - 2003

Skills
Account Management, Microsoft Excel, Customer Service, Budgets, Marketing, Strategic Planning, Vendor Management, Sales, Management, New Business Development, Contract Negotiation, Leadership, Direct Sales, Sales Management, Project Management, Negotiation, Customer Satisfaction, Insurance, Selling, Team Building, Coaching, Team Leadership, Business Strategy, Small Business, Public Speaking, Marketing Strategy, B2B

Education
The University of Texas at San Antonio   1990 — 1993

San Antonio College   1988 — 1990

Shannon Hurte Shannon Hurte Oroville, California Details
Shannon Hurte's Ameriprise Financial Services, Inc. Experience March 2000 - January 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  January 2011 - Present
Ameriprise Financial Services, Inc.   March 2000 - January 2011
Pacific Marine Yachts   July 1998 - December 1999

Education
San Francisco State University   1994 — 1998
Bachelor's of Science, Business Management

Marianita Hebert Marianita Hebert Temple, Texas Details
Marianita Hebert's Ameriprise Financial Services, Inc. Experience September 1995 - June 2007
Job High Point Campus Technologist at Belton ISD
Industry Financial Services
Experience
Self-employed  ParaprofessionalBelton ISDAugust 2013 - Present
Ameriprise Financial Services, Inc.   September 1995 - June 2007

Education
Sam Houston State University
Bachelor of Fine Arts (B.F.A.), Graphic Design

Jamie Plemons Jamie Plemons Santa Barbara, California Area Details
Jamie Plemons's Ameriprise Financial Services, Inc. Experience August 2001 - September 2003
Job
Industry Financial Services
Experience
Advanced Estate Planning   December 2014 - Present
Adam's Ohana   January 2006 - April 2010
Ameriprise Financial Services, Inc.   August 2001 - September 2003
Advanced Estate Planning, Inc.   October 1996 - August 2001

Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Sales, Leadership, Training, Management

Education
San Diego Mesa College

Marcela Negrete, MBA Marcela Negrete, MBA San Francisco, California Details
Marcela Negrete, MBA's Ameriprise Financial Services, Inc. Experience March 2006 - December 2008
Job Global Business Professional
Industry Investment Management
Experience
Wells Fargo Asset Management (WFAM) - Wells Capital Management   May 2010 - Present
Wells Fargo Bank, N.A.   March 2009 - May 2010
Ameriprise Financial Services, Inc.   March 2006 - December 2008

Skills
Financial Services, Client Liaison, Managing Accounts, Requirements Gathering, FINRA, SharePoint, Advent, Logistics, Project Coordination, SEC filings, Document Review, Procedure Development, Investments, Communication Skills, Project Management

Education
San Francisco State University   2013 — 2014
Master of Business Administration (MBA)

San Francisco State University   2000 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General

Institut d'Etudes Francaises pour Etudiants Etrangers   2002 — 2003
French Studies

Thomas Lei Thomas Lei San Francisco, California Details
Thomas Lei's Ameriprise Financial Services, Inc. Experience February 2014 - June 2014
Job Data Administrator at Modis
Industry Financial Services
Experience
Modis  November 2014 - December 2014
Accountemps  September 2014 - October 2014
Ameriprise Financial Services, Inc.   February 2014 - June 2014

Skills
Corporate Finance, Microsoft Word, Microsoft Excel, Commercial Real Estate

Education
San Francisco State University   2008 — 2014
Bachelor of Science (BS), Finance

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