Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
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
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
Ameriprise Financial Services, Inc. January 2006 - Present
Education
Saint Mary's University of Minnesota 2003 — 2006
dafsd
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
Ameriprise Financial Services, Inc. 2008 - Present
Ameriprise Financial Services, Inc. 1985 - 2008
Education
San Francisco State University
Bachelor's Degree, Finance, General
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
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
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
Ameriprise Financial Services, Inc. February 2012 - Present
Education
Saint Michael's College
Bachelor of Arts (B.A.), English, Business
cohasset high school
Ameriprise Financial Services, Inc. August 1998 - Present
Education
Sam Houston State University 1988 — 1992
BBA, Management
Ameriprise Financial Services, Inc. November 2005 - Present
Education
Salisbury University - Perdue School of Business 2002 — 2005
bachelors, business
Wheeling Jesuit University 1999 — 2001
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
Ameriprise Financial Services, Inc. January 2014 - Present
Education
Saint Joseph's University 2008 — 2011
Bachelor, Business Administration and Management, General
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. June 1989 - Present
Cretin-Derham Hall 1985 - 1989
Education
Saint Mary's University of Minnesota
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. September 1999 - Present
Education
Salisbury University 1987 — 1991
B.S.
Severna Park HS
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
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
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
Ameriprise Financial Services, Inc. March 2011 - Present
Wells Fargo Investments, LLC August 2002 - April 2011
Education
San Francisco State University 1997 — 2001
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. June 1999 - Present
Education
San Diego State University-California State University
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
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
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
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
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
Ameriprise Financial Services, Inc. October 2008 - Present
Ameriprise Financial November 2001 - April 2008
Education
San Francisco State University
BA, Philosophy
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
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
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
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
Ameriprise Financial Services, Inc. 1984 - Present
Education
San Diego State University-California State University 1980 — 1984
BS, Business Administration
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
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
Ameriprise Financial Services, Inc. October 1993 - Present
Education
San Francisco State University, College of Business 1987 — 1989
B. S., Finance and Banking
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. April 2000 - Present
Education
Salem International University 1994 — 1999
1999, International Business
Ameriprise Financial Services, Inc. February 2003 - Present
Education
Saint Xavier University
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
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
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
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
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
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
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
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
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
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
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