Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Hayden Blair Hayden Blair's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Real Estate Services Research at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. July 2014 - Present
Matlock & Associates September 2012 - July 2014
Matlock & Associates May 2012 - September 2012
Southern Methodist University August 2008 - May 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Southern Methodist University January 2010 - December 2010
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), Economics- Finance Specialization
Stephens Inc. July 2014 - Present
Matlock & Associates September 2012 - July 2014
Matlock & Associates May 2012 - September 2012
Southern Methodist University August 2008 - May 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Southern Methodist University January 2010 - December 2010
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), Economics- Finance Specialization
R Scott Miller, CFP® R Scott Miller, CFP®'s Ameriprise Financial Services, Inc. Experience August 2004 - September 2006
Job Associate Director of Producer Team Development at Larson Financial
Industry Financial Services
Experience
SGM PROPERTIES, LLC January 2008 - Present
Larson Financial Group February 2007 - June 2013
Ameriprise Financial Services, Inc. August 2004 - September 2006
Skills
Financial Planning, Retirement, Retirement Planning, Investments, Insurance, Life Insurance, Financial Analysis, Estate Planning, Disability Insurance, Risk Management, Training, Options, Real Estate, Sales, Marketing, Customer Service, Practice Management, Series 7, Series 66, Sellers, Investors, Strategic Financial...
Education
Southern Illinois University, Carbondale 1997 — 2003
Bachelor's Degree, Political Science and Government
SGM PROPERTIES, LLC January 2008 - Present
Larson Financial Group February 2007 - June 2013
Ameriprise Financial Services, Inc. August 2004 - September 2006
Skills
Financial Planning, Retirement, Retirement Planning, Investments, Insurance, Life Insurance, Financial Analysis, Estate Planning, Disability Insurance, Risk Management, Training, Options, Real Estate, Sales, Marketing, Customer Service, Practice Management, Series 7, Series 66, Sellers, Investors, Strategic Financial...
Education
Southern Illinois University, Carbondale 1997 — 2003
Bachelor's Degree, Political Science and Government
Jeffrey Keels's Ameriprise Financial Services, Inc. Experience June 2013 - August 2014
Job Governance, Risk and Compliance Analyst at Santander Consumer USA Inc.
Industry Information Technology and Services
Experience
Santander Consumer USA Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Ameriprise Financial Services, Inc. May 2011 - June 2013
Wells Fargo Financial February 2010 - December 2010
US Bank August 2009 - February 2010
Skills
Investments, Leadership, Insurance, Customer Service, Finance, Marketing Strategy, Series 63, Series 7, Microsoft Excel, Financial Services, Financial Analysis, Analysis, Business Analysis, Sales, Marketing, Strategy, Strategic Planning, Organizational..., Sales Operations, Recruiting, Wealth Management, Vendor Management, Strategic Financial..., Process Improvement, Microsoft Office, IT Audit, IT Strategy, Remediation, Governance, Risk Management, Risk Assessment, Risk Analysis, archer, Lotus Notes, Citrix
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2004 — 2009
Accounting
Santander Consumer USA Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Ameriprise Financial Services, Inc. May 2011 - June 2013
Wells Fargo Financial February 2010 - December 2010
US Bank August 2009 - February 2010
Skills
Investments, Leadership, Insurance, Customer Service, Finance, Marketing Strategy, Series 63, Series 7, Microsoft Excel, Financial Services, Financial Analysis, Analysis, Business Analysis, Sales, Marketing, Strategy, Strategic Planning, Organizational..., Sales Operations, Recruiting, Wealth Management, Vendor Management, Strategic Financial..., Process Improvement, Microsoft Office, IT Audit, IT Strategy, Remediation, Governance, Risk Management, Risk Assessment, Risk Analysis, archer, Lotus Notes, Citrix
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2004 — 2009
Accounting
Melissa Asmondy Melissa Asmondy's Ameriprise Financial Services, Inc. Experience January 2014 - November 2014
Job Sales and Event Planner
Industry Events Services
Experience
Ameriprise Financial Services, Inc. January 2014 - November 2014
Ameriprise Financial Services, Inc. July 2010 - January 2014
RF Moeller Jeweler December 2008 - July 2010
Skills
Motivated professional...
Education
College of St. Catherine 2004 — 2008
BS, Health Care Sales
New Prague High School 2001 — 2004
Ameriprise Financial Services, Inc. January 2014 - November 2014
Ameriprise Financial Services, Inc. July 2010 - January 2014
RF Moeller Jeweler December 2008 - July 2010
Skills
Motivated professional...
Education
College of St. Catherine 2004 — 2008
BS, Health Care Sales
New Prague High School 2001 — 2004
Andrew Self MBA, CFS's Ameriprise Financial Services, Inc. Experience November 2002 - Present
Job Financial Advisor at Robinson, Williams, Self & Associates, a financial advisory practice of Ameriprise Financial.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2002 - Present
Skills
Retirement Planning
Education
Southern Nazarene University
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. November 2002 - Present
Skills
Retirement Planning
Education
Southern Nazarene University
Master of Business Administration (M.B.A.)
Dona Romano Dona Romano's Ameriprise Financial Services, Inc. Experience March 2011 - March 2013
Job Office Manager at d’Amico Shipping Group
Industry Maritime
Experience
d’Amico Shipping Group March 2013 - Present
A&J Romano Construction January 1990 - Present
Ameriprise Financial Services, Inc. March 2011 - March 2013
Trafalgar Ltd March 1985 - November 1990
Skills
Office Management, Office Administration, Excel, Word, PowerPoint, QuickBooks, Accounts Payable, Accounts Receivable, Bookkeeping, Payroll, Travel Planning, Expense Reports, Accounting, Customer Service, Client Relations, Client Services, Vendor Management, Event Planning, Meeting Planning, Outlook, Lotus Notes, Account Reconciliation, Time Management, Invoicing, Building Services
Education
Southern Connecticut State University 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
d’Amico Shipping Group March 2013 - Present
A&J Romano Construction January 1990 - Present
Ameriprise Financial Services, Inc. March 2011 - March 2013
Trafalgar Ltd March 1985 - November 1990
Skills
Office Management, Office Administration, Excel, Word, PowerPoint, QuickBooks, Accounts Payable, Accounts Receivable, Bookkeeping, Payroll, Travel Planning, Expense Reports, Accounting, Customer Service, Client Relations, Client Services, Vendor Management, Event Planning, Meeting Planning, Outlook, Lotus Notes, Account Reconciliation, Time Management, Invoicing, Building Services
Education
Southern Connecticut State University 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Dylan French's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Intern at Circelli, Walter & Young, PLLC
Industry Law Practice
Experience
Circelli, Walter & Young, PLLC June 2015 - August 2015
Boulevard Investment Group 2012 - 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Southern Methodist University 2013 - 2013
Skills
Public Speaking, Critical Thinking, Persuasive Speaker, Speech Writing, Financial Accounting, Financial Analysis, Event Planning, Research, PowerPoint
Education
Southern Methodist University - Cox School of Business 2012 — 2015
Circelli, Walter & Young, PLLC June 2015 - August 2015
Boulevard Investment Group 2012 - 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Southern Methodist University 2013 - 2013
Skills
Public Speaking, Critical Thinking, Persuasive Speaker, Speech Writing, Financial Accounting, Financial Analysis, Event Planning, Research, PowerPoint
Education
Southern Methodist University - Cox School of Business 2012 — 2015
Pamela Pam Frederick, CFP® Pamela Pam Frederick, CFP®'s Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2001 - Present
Ameriprise Financial Services, Inc. 2000 - 2001
Bank One Corporation 1989 - 2000
Education
Southern Methodist University - Cox School of Business
BBA, Finance
Southwest High School
Ameriprise Financial Services, Inc. 2001 - Present
Ameriprise Financial Services, Inc. 2000 - 2001
Bank One Corporation 1989 - 2000
Education
Southern Methodist University - Cox School of Business
BBA, Finance
Southwest High School
Leslie Schramm Leslie Schramm's Ameriprise Financial Services, Inc. Experience 2005 - 2011
Job Child of GOD, follower of JESUS!
Industry Financial Services
Experience
On My Own 2013 - Present
On My Own 1962 - Present
On My Own October 2010 - Present
On My Own 2013 - Present
Ameriprise Financial Services, Inc. 2005 - 2011
Boy Scouts of America June 1999 - February 2005
Turf Trimmers January 1994 - May 1999
US Forest Service 1988 - 1994
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Will drafting, Genealogy, Strategic Financial..., Retirement, Sales
Education
Spokane Community College 1994 — 1996
Associate of Arts and Sciences (AAS), Computer Integrated Manufacturing
Spokane Community College 1989 — 1992
Associate of Arts and Sciences (AAS), Forestry, Wild Life Management and Parks & Recreation
On My Own 2013 - Present
On My Own 1962 - Present
On My Own October 2010 - Present
On My Own 2013 - Present
Ameriprise Financial Services, Inc. 2005 - 2011
Boy Scouts of America June 1999 - February 2005
Turf Trimmers January 1994 - May 1999
US Forest Service 1988 - 1994
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Will drafting, Genealogy, Strategic Financial..., Retirement, Sales
Education
Spokane Community College 1994 — 1996
Associate of Arts and Sciences (AAS), Computer Integrated Manufacturing
Spokane Community College 1989 — 1992
Associate of Arts and Sciences (AAS), Forestry, Wild Life Management and Parks & Recreation
James Donovan Mulvey James Donovan Mulvey's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch May 2008 - December 2013
Raymond James Financial Inc. August 2006 - May 2008
Glacier National Park May 2006 - July 2006
Education
Spring Hill College 2004 — 2008
Finance and Economics
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch May 2008 - December 2013
Raymond James Financial Inc. August 2006 - May 2008
Glacier National Park May 2006 - July 2006
Education
Spring Hill College 2004 — 2008
Finance and Economics
Suzanne DeBrule Suzanne DeBrule's Ameriprise Financial Services, Inc. Experience June 1999 - September 2000
Job Senior Accountant at Ditech Financial LLC
Industry Financial Services
Experience
Ditech Financial LLC (formerly Green Tree Servicing) November 2013 - Present
The Schwan Food Company January 2012 - September 2013
The Schwan Food Company February 2011 - December 2011
The Schwan Food Company June 2004 - February 2011
The Schwan Food Company July 2002 - June 2004
NCS Pearson July 2001 - June 2002
Jackson National Life January 2001 - June 2001
Ameriprise Financial Services, Inc. June 1999 - September 2000
Skills
Accounting, Analysis, Finance, Financial Analysis, Financial Planning, Financial Reporting, Investments, Process Improvement, Strategic Financial..., Financial Modeling, Microsoft Excel
Education
Southwest Minnesota State University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
St. Catherine University 1994 — 1997
Bachelor's degree, Accounting
Ditech Financial LLC (formerly Green Tree Servicing) November 2013 - Present
The Schwan Food Company January 2012 - September 2013
The Schwan Food Company February 2011 - December 2011
The Schwan Food Company June 2004 - February 2011
The Schwan Food Company July 2002 - June 2004
NCS Pearson July 2001 - June 2002
Jackson National Life January 2001 - June 2001
Ameriprise Financial Services, Inc. June 1999 - September 2000
Skills
Accounting, Analysis, Finance, Financial Analysis, Financial Planning, Financial Reporting, Investments, Process Improvement, Strategic Financial..., Financial Modeling, Microsoft Excel
Education
Southwest Minnesota State University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
St. Catherine University 1994 — 1997
Bachelor's degree, Accounting
Allison Burgess Allison Burgess's Ameriprise Financial Services, Inc. Experience May 2010 - Present
Job Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2010 - Present
Bank of Bartlett August 2007 - May 2010
Skills
Banking, Loans, Investments, Financial Analysis, Portfolio Management, Insurance, Risk Management, Morningstar, Microsoft Excel, Microsoft Word, Mutual Funds, Customer Service, Finance, Accounting
Education
The University of Memphis 2008 — 2010
Bachelor, Finance, magna cum laude
Southwest Tennessee Community College 2007 — 2008
Associate of Science (AS), Business Administration and Management, General, magna cum laude
Southwest Tennessee Community College 2004 — 2007
Associate of Arts and Sciences (AAS), Banking and Financial Support Services, cum laude
Ameriprise Financial Services, Inc. May 2010 - Present
Bank of Bartlett August 2007 - May 2010
Skills
Banking, Loans, Investments, Financial Analysis, Portfolio Management, Insurance, Risk Management, Morningstar, Microsoft Excel, Microsoft Word, Mutual Funds, Customer Service, Finance, Accounting
Education
The University of Memphis 2008 — 2010
Bachelor, Finance, magna cum laude
Southwest Tennessee Community College 2007 — 2008
Associate of Science (AS), Business Administration and Management, General, magna cum laude
Southwest Tennessee Community College 2004 — 2007
Associate of Arts and Sciences (AAS), Banking and Financial Support Services, cum laude
Christy Schmittel Christy Schmittel's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Senior Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - January 2015
Ameriprise Financial Services, Inc. February 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - February 2010
Ameriprise Financial Services, Inc. March 2006 - March 2009
Ameriprise Financial Services, Inc. May 2004 - March 2006
Skills
Wealth Management, Mutual Funds, Securities, Financial Services, Strategic Financial..., Investments, Asset Management, 401k, Alternative Investments, Equities, FINRA, Finance, Fixed Income, Investment Strategies, Portfolio Management, Process Improvement, Relationship Management
Education
St. Catherine University
BA, Communications
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - January 2015
Ameriprise Financial Services, Inc. February 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - February 2010
Ameriprise Financial Services, Inc. March 2006 - March 2009
Ameriprise Financial Services, Inc. May 2004 - March 2006
Skills
Wealth Management, Mutual Funds, Securities, Financial Services, Strategic Financial..., Investments, Asset Management, 401k, Alternative Investments, Equities, FINRA, Finance, Fixed Income, Investment Strategies, Portfolio Management, Process Improvement, Relationship Management
Education
St. Catherine University
BA, Communications
Morgan Wee Morgan Wee's Ameriprise Financial Services, Inc. Experience January 2011 - March 2011
Job Client Service Associate at Garry Private Wealth Resources
Industry Financial Services
Experience
Garry Private Wealth Resources October 2014 - Present
Aerotek August 2013 - October 2014
Mike and Jen Thomas June 2009 - July 2013
Ameriprise Financial Services, Inc. January 2011 - March 2011
Vector Marketing June 2010 - July 2010
Skills
Recruiting, Staffing Services, Temporary Placement, Sales, Networking, Applicant Tracking..., Resume Writing, Temporary Staffing, Technical Recruiting, Interviews, Talent Acquisition, Human Resources, Cold Calling, Contract Recruitment, Screening Resumes, Customer Service, Sourcing, Building Relationships, Leadership, Time Management
Education
Southwest Minnesota State University 2010 — 2013
Bachelor of Science, Finance, General
Garry Private Wealth Resources October 2014 - Present
Aerotek August 2013 - October 2014
Mike and Jen Thomas June 2009 - July 2013
Ameriprise Financial Services, Inc. January 2011 - March 2011
Vector Marketing June 2010 - July 2010
Skills
Recruiting, Staffing Services, Temporary Placement, Sales, Networking, Applicant Tracking..., Resume Writing, Temporary Staffing, Technical Recruiting, Interviews, Talent Acquisition, Human Resources, Cold Calling, Contract Recruitment, Screening Resumes, Customer Service, Sourcing, Building Relationships, Leadership, Time Management
Education
Southwest Minnesota State University 2010 — 2013
Bachelor of Science, Finance, General
Christine Heine Christine Heine's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Morgan Stanley Smith Barney July 2007 - May 2013
Skills
Series 7, Strategic Financial..., Series 63, Series 65, Alternative Investments, Portfolio Management, Financial Services, Series 31, Insurance, Financial Advisory, FINRA, Mutual Funds, Investments, Trading, Wealth Management, Budgets, Project Management, Managed Futures, Options Strategies, Employee Stock Options, Variable Annuities, Financial Planning
Education
University of Minnesota-Twin Cities 2004 — 2007
B.S. Business and Marketing Education, Focus on Finance, Economics, Marketing, Management
St. Cloud State University 2012 — 2015
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. May 2013 - Present
Morgan Stanley Smith Barney July 2007 - May 2013
Skills
Series 7, Strategic Financial..., Series 63, Series 65, Alternative Investments, Portfolio Management, Financial Services, Series 31, Insurance, Financial Advisory, FINRA, Mutual Funds, Investments, Trading, Wealth Management, Budgets, Project Management, Managed Futures, Options Strategies, Employee Stock Options, Variable Annuities, Financial Planning
Education
University of Minnesota-Twin Cities 2004 — 2007
B.S. Business and Marketing Education, Focus on Finance, Economics, Marketing, Management
St. Cloud State University 2012 — 2015
Master of Business Administration (M.B.A.)
Dan Teeske Dan Teeske's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
JPMorgan Chase June 2005 - July 2011
Skills
Insurance, Strategic Financial..., Financial Planning, Retirement Planning, Financial Advisory, Financial Services, Wealth Management, Retirement, Investments
Education
Southern Illinois University, Edwardsville 1969 — 1974
Bachelor of Science (BS), Mathematics Teacher Education
Ameriprise Financial Services, Inc. July 2012 - Present
JPMorgan Chase June 2005 - July 2011
Skills
Insurance, Strategic Financial..., Financial Planning, Retirement Planning, Financial Advisory, Financial Services, Wealth Management, Retirement, Investments
Education
Southern Illinois University, Edwardsville 1969 — 1974
Bachelor of Science (BS), Mathematics Teacher Education
Dan McMillan Dan McMillan's Ameriprise Financial Services, Inc. Experience June 2008 - August 2008
Job Carrier Sales Representative
Industry Logistics and Supply Chain
Experience
Echo Global Logistics September 2014 - Present
NAI Global April 2014 - May 2014
True Partners Consulting June 2013 - November 2013
True Partners Consulting July 2012 - December 2012
Southern Methodist University August 2008 - December 2012
Capview Partners March 2012 - June 2012
Concord Asset Management May 2010 - August 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Economics, Bloomberg, Salesforce.com, Social Media, Data Entry, Writing, Monte Carlo Simulation, Research, Finance, Market Research, Accounting, Time Management
Education
Southern Methodist University 2008 — 2012
Bachelor's Degree, Economics
Stevenson High School 2004 — 2008
Diploma
Echo Global Logistics September 2014 - Present
NAI Global April 2014 - May 2014
True Partners Consulting June 2013 - November 2013
True Partners Consulting July 2012 - December 2012
Southern Methodist University August 2008 - December 2012
Capview Partners March 2012 - June 2012
Concord Asset Management May 2010 - August 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Economics, Bloomberg, Salesforce.com, Social Media, Data Entry, Writing, Monte Carlo Simulation, Research, Finance, Market Research, Accounting, Time Management
Education
Southern Methodist University 2008 — 2012
Bachelor's Degree, Economics
Stevenson High School 2004 — 2008
Diploma
Jackie Karamzadeh Jackie Karamzadeh's Ameriprise Financial Services, Inc. Experience January 2013 - July 2013
Job Investment Operations Manager/Supervision Principal
Industry Financial Services
Experience
H. Beck, Inc. March 2015 - Present
Wells Fargo Fund Distributors,LLC November 2014 - March 2015
Ziegler Wealth Management July 2013 - August 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
U.S. Bancorp Investments, Inc. November 2011 - August 2012
BMO Financial Group/AMCORE Investment Services September 2004 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Banking, Risk Management, Investments, Operations Management, Call Centers, Time Management, Financial Services, FINRA, Series 24, Series 7, Series 66, Series 53
Education
Southern Illinois University, Carbondale
Bachelor's degree, Finance, General
H. Beck, Inc. March 2015 - Present
Wells Fargo Fund Distributors,LLC November 2014 - March 2015
Ziegler Wealth Management July 2013 - August 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
U.S. Bancorp Investments, Inc. November 2011 - August 2012
BMO Financial Group/AMCORE Investment Services September 2004 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Banking, Risk Management, Investments, Operations Management, Call Centers, Time Management, Financial Services, FINRA, Series 24, Series 7, Series 66, Series 53
Education
Southern Illinois University, Carbondale
Bachelor's degree, Finance, General
Jeff J. Bouchard Jeff J. Bouchard's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Washington Wealth Management June 2011 - August 2014
Morgan Stanley July 2007 - June 2008
Wachovia, A Wells Fargo Company January 2006 - July 2007
Wachovia, A Wells Fargo Company July 1998 - December 2005
Skills
Wealth Management, Financial Advisory, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Series 63, Portfolio Management, Investments, High Net Worth..., Series 65, Separately Managed..., Asset Management, Fixed Annuities, ETFs, 401k, FINRA, Investment Management, Retirement, Wealth Management..., Wealth, IRAs, Leadership, Team Building, Coaching, Recruiting, Retention, Revenue & Profit Growth, P&L Management, Sales Management, Sales
Education
Southern Utah University 1977 — 1981
Las Vegas High School 1974 — 1977
Ameriprise Financial Services, Inc. September 2014 - Present
Washington Wealth Management June 2011 - August 2014
Morgan Stanley July 2007 - June 2008
Wachovia, A Wells Fargo Company January 2006 - July 2007
Wachovia, A Wells Fargo Company July 1998 - December 2005
Skills
Wealth Management, Financial Advisory, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Series 63, Portfolio Management, Investments, High Net Worth..., Series 65, Separately Managed..., Asset Management, Fixed Annuities, ETFs, 401k, FINRA, Investment Management, Retirement, Wealth Management..., Wealth, IRAs, Leadership, Team Building, Coaching, Recruiting, Retention, Revenue & Profit Growth, P&L Management, Sales Management, Sales
Education
Southern Utah University 1977 — 1981
Las Vegas High School 1974 — 1977
Kristen Heg Kristen Heg's Ameriprise Financial Services, Inc. Experience July 2014 - July 2015
Job Operations Associate with Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Georgetown High School Women's Lacrosse July 2014 - Present
Ameriprise Financial Services, Inc. July 2014 - July 2015
Girls In Tech January 2015 - June 2015
Austin Business Link June 2014 - June 2015
Operation Achievement at Southwestern University May 2012 - May 2014
Southwestern Women's Lacrosse Team May 2012 - May 2014
Zeta Tau Alpha November 2011 - May 2014
City Of Georgetown January 2013 - January 2014
U.S. House of Representatives May 2013 - August 2013
Skills
SPSS, Proficient on PC & Mac, Leadership, Management, Teaching, Cpr Certified, Budgets, Curriculum Design, Economics, Databases, Time Management, First Aid, Teamwork, Critical Thinking
Education
Southwestern University 2010 — 2014
Economics, Business, General
The John Cooper School 2006 — 2010
High School
Charles Schwab July 2015 - Present
Georgetown High School Women's Lacrosse July 2014 - Present
Ameriprise Financial Services, Inc. July 2014 - July 2015
Girls In Tech January 2015 - June 2015
Austin Business Link June 2014 - June 2015
Operation Achievement at Southwestern University May 2012 - May 2014
Southwestern Women's Lacrosse Team May 2012 - May 2014
Zeta Tau Alpha November 2011 - May 2014
City Of Georgetown January 2013 - January 2014
U.S. House of Representatives May 2013 - August 2013
Skills
SPSS, Proficient on PC & Mac, Leadership, Management, Teaching, Cpr Certified, Budgets, Curriculum Design, Economics, Databases, Time Management, First Aid, Teamwork, Critical Thinking
Education
Southwestern University 2010 — 2014
Economics, Business, General
The John Cooper School 2006 — 2010
High School
Stephanie Mayoral, CRPC® Stephanie Mayoral, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2009 - September 2010
Job Financial Advisor at Lof Lopez & Associates
Industry Financial Services
Experience
Lof Lopez & Associates September 2010 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2010
Chase September 2007 - November 2009
Wells Fargo June 2006 - September 2007
Skills
Securities, Financial Planning, Finance, Series 7, Investments, Series 63, CRPC, Arizona Life Insurance, Retirement Planning, Series 6, Series 66, Retail Banking, Customer Service, Management, Banking, Sales, Leadership, Strategic Planning
Education
Southern New Hampshire University
Finance, General
Lof Lopez & Associates September 2010 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2010
Chase September 2007 - November 2009
Wells Fargo June 2006 - September 2007
Skills
Securities, Financial Planning, Finance, Series 7, Investments, Series 63, CRPC, Arizona Life Insurance, Retirement Planning, Series 6, Series 66, Retail Banking, Customer Service, Management, Banking, Sales, Leadership, Strategic Planning
Education
Southern New Hampshire University
Finance, General
Shelley Klein Shelley Klein's Ameriprise Financial Services, Inc. Experience October 2013 - December 2013
Job Unemployed at Home
Industry Executive Office
Experience
Home February 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - December 2013
Skills
Outlook, Data Entry, Administrative...
Education
Spencerian College 1985 — 1986
Diploma, Administrative Assistance
Home February 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - December 2013
Skills
Outlook, Data Entry, Administrative...
Education
Spencerian College 1985 — 1986
Diploma, Administrative Assistance
Rebecca Johnston Rebecca Johnston's Ameriprise Financial Services, Inc. Experience August 1991 - Present
Job Financial Advisor, CFP, CDFA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1991 - Present
Education
Spring Arbor University 1974 — 1979
Bachelor of Arts (B.A.), Social Sciences
Ameriprise Financial Services, Inc. August 1991 - Present
Education
Spring Arbor University 1974 — 1979
Bachelor of Arts (B.A.), Social Sciences
Britt Kornmann, CFP®, CRPC®, AAMS® Britt Kornmann, CFP®, CRPC®, AAMS®'s Ameriprise Financial Services, Inc. Experience April 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2005 - Present
Fat Tire Bike Tours May 2003 - December 2004
Education
Southwestern University 2000 — 2003
BA, Mathematics and Business
Ameriprise Financial Services, Inc. April 2005 - Present
Fat Tire Bike Tours May 2003 - December 2004
Education
Southwestern University 2000 — 2003
BA, Mathematics and Business
Clifford Peterson Clifford Peterson's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Client Relationship Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Education
Southern Utah University 2001 — 2010
Bachelor of Science (BS), Finance, General
Ameriprise Financial Services, Inc. April 2012 - Present
Education
Southern Utah University 2001 — 2010
Bachelor of Science (BS), Finance, General
Donald Follmer Donald Follmer's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Skills
Retirement Planning..., Saving for Education, Investments, Family Finances, Tax Planning Strategies, Estate Planning...
Education
Southern Oregon University 2008 — 2010
BA, Business Administration and Management, General
Southern Oregon University 2008 — 2010
Certificate in Applied Finance and Economics
Ameriprise Financial Services, Inc. May 2012 - Present
Skills
Retirement Planning..., Saving for Education, Investments, Family Finances, Tax Planning Strategies, Estate Planning...
Education
Southern Oregon University 2008 — 2010
BA, Business Administration and Management, General
Southern Oregon University 2008 — 2010
Certificate in Applied Finance and Economics
lynn annis lynn annis's Ameriprise Financial Services, Inc. Experience September 2011 - February 2012
Job MARKETING MANAGER | COPYWRITER | PROJECT MANAGER | EVENT PLANNER
Industry Marketing and Advertising
Experience
lynn annis November 2010 - Present
Bluestem Brands, Inc. February 2015 - February 2015
Tennant Company April 2014 - February 2015
Help/Systems, LLC June 2013 - April 2014
Jostens March 2013 - May 2013
American Institutes for Research August 2012 - December 2012
Regency Beauty Institute February 2012 - May 2012
Ameriprise Financial Services, Inc. September 2011 - February 2012
Community Health Charities Minnesota November 2007 - December 2010
Big Brothers Big Sisters of the Greater Twin Cities 2006 - 2007
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing Management, Copywriting, Copy Editing, SEO copywriting, Marketing Copy, Promotional Copy, Internal Communications, Communication Skills, Project Management, Problem Solving, Project Planning, Project Coordination, Department Budgeting, Guerrilla Marketing, Grant Writing, Press Releases, Event Planning, Coordinating Events, Corporate Events, Budgets, Fundraising, Strategic Planning, Target Identification, Target Marketing, Advertising, Creative Direction, Event Management, Strategy, Marketing, Social Networking, Direct Mail
Education
Southwest Minnesota State University
Bachelor's Degree, Business and Psychology
lynn annis November 2010 - Present
Bluestem Brands, Inc. February 2015 - February 2015
Tennant Company April 2014 - February 2015
Help/Systems, LLC June 2013 - April 2014
Jostens March 2013 - May 2013
American Institutes for Research August 2012 - December 2012
Regency Beauty Institute February 2012 - May 2012
Ameriprise Financial Services, Inc. September 2011 - February 2012
Community Health Charities Minnesota November 2007 - December 2010
Big Brothers Big Sisters of the Greater Twin Cities 2006 - 2007
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing Management, Copywriting, Copy Editing, SEO copywriting, Marketing Copy, Promotional Copy, Internal Communications, Communication Skills, Project Management, Problem Solving, Project Planning, Project Coordination, Department Budgeting, Guerrilla Marketing, Grant Writing, Press Releases, Event Planning, Coordinating Events, Corporate Events, Budgets, Fundraising, Strategic Planning, Target Identification, Target Marketing, Advertising, Creative Direction, Event Management, Strategy, Marketing, Social Networking, Direct Mail
Education
Southwest Minnesota State University
Bachelor's Degree, Business and Psychology
Denise Henry's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Field Training Reporting Manager at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Voya Financial January 2008 - May 2014
ING January 2005 - March 2008
ING Nederland March 2001 - January 2005
Commercial Steel, Inc. November 1994 - December 2000
Skills
Management, Risk Management, Coaching, Leadership, Process Improvement, Team Building, Project Management, Employee Benefits, Quality Assurance, Customer Service, Insurance, Change Management, Six Sigma, Negotiation, Teamwork, Training, Microsoft Excel, Mentoring, Strategic Planning, Customer Relations, Problem Solving, Fundraising, Public Speaking, Business Management, Employee Relations, Operations Management, Team Leadership, Leadership Development, Employee Engagement, Excel, PowerPoint, Event Planning, Event Management, Word, Small Business, Microsoft Office, Organizational..., Compliance, Recruitment/Retention, Contract Recruitment, Hiring, People Management, Performance Management, Engagement, Business Process, Qualtrics, Brainshark
Education
Southern New Hampshire University 2013 — 2015
Business Administration and Organizational Leadership, 3.95
St. Catherine University 2008 — 2008
Certificate, Advanced Leadership
University of Minnesota-Twin Cities 2004 — 2007
Business Administration and Management, General
Ameriprise Financial Services, Inc. May 2014 - Present
Voya Financial January 2008 - May 2014
ING January 2005 - March 2008
ING Nederland March 2001 - January 2005
Commercial Steel, Inc. November 1994 - December 2000
Skills
Management, Risk Management, Coaching, Leadership, Process Improvement, Team Building, Project Management, Employee Benefits, Quality Assurance, Customer Service, Insurance, Change Management, Six Sigma, Negotiation, Teamwork, Training, Microsoft Excel, Mentoring, Strategic Planning, Customer Relations, Problem Solving, Fundraising, Public Speaking, Business Management, Employee Relations, Operations Management, Team Leadership, Leadership Development, Employee Engagement, Excel, PowerPoint, Event Planning, Event Management, Word, Small Business, Microsoft Office, Organizational..., Compliance, Recruitment/Retention, Contract Recruitment, Hiring, People Management, Performance Management, Engagement, Business Process, Qualtrics, Brainshark
Education
Southern New Hampshire University 2013 — 2015
Business Administration and Organizational Leadership, 3.95
St. Catherine University 2008 — 2008
Certificate, Advanced Leadership
University of Minnesota-Twin Cities 2004 — 2007
Business Administration and Management, General
Peg Mitchell Peg Mitchell's Ameriprise Financial Services, Inc. Experience November 2007 - Present
Job Branch Trainer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2007 - Present
Education
St. Catherine University
BA, Theology
University of St. Thomas - Opus College of Business
MBA, Management
Ameriprise Financial Services, Inc. November 2007 - Present
Education
St. Catherine University
BA, Theology
University of St. Thomas - Opus College of Business
MBA, Management
Tammy Symons, CFP® Tammy Symons, CFP®'s Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. November 2006 - August 2011
Ameriprise Financial Services, Inc. February 2005 - November 2006
Skills
Retirement Planning, Investments, Estate Planning, Finance, Mutual Funds, Series 7, Financial Planning, Wealth Management, Retirement, Financial Advisory
Education
Southern New Hampshire University
Bachelor's Degree, Business/Finance Magna Cum Laude, 3.57
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. November 2006 - August 2011
Ameriprise Financial Services, Inc. February 2005 - November 2006
Skills
Retirement Planning, Investments, Estate Planning, Finance, Mutual Funds, Series 7, Financial Planning, Wealth Management, Retirement, Financial Advisory
Education
Southern New Hampshire University
Bachelor's Degree, Business/Finance Magna Cum Laude, 3.57
Kristina Nelson Kristina Nelson's Ameriprise Financial Services, Inc. Experience January 2008 - June 2008
Job Fund Accountant at State Street Bank
Industry Financial Services
Experience
State Street Bank June 2014 - Present
State Street June 2012 - June 2014
At Your Service Staffing 2010 - 2013
State Street May 2010 - June 2012
VHG Labs INC. October 2008 - May 2010
Ameriprise Financial Services, Inc. January 2008 - June 2008
Skills
Investments, Account Reconciliation, Financial Reporting, Microsoft Word, Outlook, Project Management, Mutual Funds, Microsoft Office, Microsoft Excel, Process Improvement, Financial Analysis, Bloomberg, PowerPoint, Accounting, Asset Managment, Fund Of Funds, Fund Accounting, Financial Services, Valuation, Access, Leadership, Portfolio Management, Alternative Investments, Auditing, Management, Securities, Invoicing, Forecasting, Derivatives, Training, Finance, Financial Accounting, Risk Management, Analysis, Managerial Finance, Accounts Payable, Cash Management, Fixed Income, Strategic Planning, Team Leadership, Fund Administration, Equities, Banking, Strategic Financial..., Global Custody, Budgets, QuickBooks, ETFs, Corporate Actions, Peachtree
Education
Southern New Hampshire University 2008 — 2010
Master's of Business Administration, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration
State Street Bank June 2014 - Present
State Street June 2012 - June 2014
At Your Service Staffing 2010 - 2013
State Street May 2010 - June 2012
VHG Labs INC. October 2008 - May 2010
Ameriprise Financial Services, Inc. January 2008 - June 2008
Skills
Investments, Account Reconciliation, Financial Reporting, Microsoft Word, Outlook, Project Management, Mutual Funds, Microsoft Office, Microsoft Excel, Process Improvement, Financial Analysis, Bloomberg, PowerPoint, Accounting, Asset Managment, Fund Of Funds, Fund Accounting, Financial Services, Valuation, Access, Leadership, Portfolio Management, Alternative Investments, Auditing, Management, Securities, Invoicing, Forecasting, Derivatives, Training, Finance, Financial Accounting, Risk Management, Analysis, Managerial Finance, Accounts Payable, Cash Management, Fixed Income, Strategic Planning, Team Leadership, Fund Administration, Equities, Banking, Strategic Financial..., Global Custody, Budgets, QuickBooks, ETFs, Corporate Actions, Peachtree
Education
Southern New Hampshire University 2008 — 2010
Master's of Business Administration, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration
Colin Luba's Ameriprise Financial Services, Inc. Experience January 2012 - May 2012
Job Assistant Vice President / Regional Relationship Manager at PlainsCapital Bank
Industry Banking
Experience
PlainsCapital Bank September 2015 - Present
City Surf Fitness February 2015 - Present
PlainsCapital Bank January 2015 - September 2015
Southwest Securities, FSB October 2014 - December 2014
Southwest Securities, FSB September 2013 - October 2014
LegacyTexas Bank June 2012 - August 2013
Ameriprise Financial Services, Inc. January 2012 - May 2012
Red Bull North America August 2011 - May 2012
Colon Cancer Prevention Project July 2011 - August 2011
TotalMed Pharmacy May 2010 - July 2010
Skills
Analysis, Portfolio Management, Microsoft Office, Investments, Management, Social Media Marketing, Business Planning, Financial Analysis, Banking, CRM, Financial Modeling
Education
Southern Methodist University 2008 — 2012
Bachelor of Science, Departmental Distinction, Magna Cum Laude, Economics with Financial Applications, Graduate
PlainsCapital Bank September 2015 - Present
City Surf Fitness February 2015 - Present
PlainsCapital Bank January 2015 - September 2015
Southwest Securities, FSB October 2014 - December 2014
Southwest Securities, FSB September 2013 - October 2014
LegacyTexas Bank June 2012 - August 2013
Ameriprise Financial Services, Inc. January 2012 - May 2012
Red Bull North America August 2011 - May 2012
Colon Cancer Prevention Project July 2011 - August 2011
TotalMed Pharmacy May 2010 - July 2010
Skills
Analysis, Portfolio Management, Microsoft Office, Investments, Management, Social Media Marketing, Business Planning, Financial Analysis, Banking, CRM, Financial Modeling
Education
Southern Methodist University 2008 — 2012
Bachelor of Science, Departmental Distinction, Magna Cum Laude, Economics with Financial Applications, Graduate
Catherine Pollock Catherine Pollock's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Executive Assistant/ Marketing Specialist at Ameriprise Financial Services, Inc.
Industry Education Management
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Professional Wait Staff & Services February 2009 - Present
Rivier College August 2011 - February 2012
Southern New Hampshire University 2008 - July 2011
Skills
Human Resources, Outlook, Recruiting, Employee Relations, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Applicant Tracking..., Event Planning, Talent Acquisition, Non-profits, Public Speaking, Training, Budgets, Nonprofits, Event Management, Social Networking, Leadership Development
Education
Southern New Hampshire University 2008 — 2011
Bachelor of Science in Business Management, Human Resource
Ameriprise Financial Services, Inc. August 2013 - Present
Professional Wait Staff & Services February 2009 - Present
Rivier College August 2011 - February 2012
Southern New Hampshire University 2008 - July 2011
Skills
Human Resources, Outlook, Recruiting, Employee Relations, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Applicant Tracking..., Event Planning, Talent Acquisition, Non-profits, Public Speaking, Training, Budgets, Nonprofits, Event Management, Social Networking, Leadership Development
Education
Southern New Hampshire University 2008 — 2011
Bachelor of Science in Business Management, Human Resource
Jennifer Larson, CAP's Ameriprise Financial Services, Inc. Experience November 2014 - April 2015
Job Executive Assistant
Industry Information Technology and Services
Experience
Lifetouch May 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
Ameriprise Financial September 2009 - November 2014
Minneapolis Hockey May 2011 - June 2013
McGladrey 2008 - 2009
Kroll Ontrack 2007 - 2008
Macy's 2006 - 2007
Target 2005 - 2006
Thomson Reuters 2000 - 2005
The Pillsbury Company 1999 - 2000
Skills
Microsoft Office, MS Project, Project Coordination, Project Planning, Event Planning, Event Management, SAP, Concur, PeopleSoft, Visio, Database Development, Database Administration, Calendaring, Customer Service, Executive Management, Financial Reporting, Budget Tracking, Budget Preparation, Travel Management, Adobe Software, MIS Reporting, Mentoring, Administrative..., Access, Time Management, Training, Leadership, Lotus Notes, Administrative..., Budgets
Education
College of St. Catherine 1993 — 1994
Respiratory Care Therapy/Therapist
Lifetouch May 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
Ameriprise Financial September 2009 - November 2014
Minneapolis Hockey May 2011 - June 2013
McGladrey 2008 - 2009
Kroll Ontrack 2007 - 2008
Macy's 2006 - 2007
Target 2005 - 2006
Thomson Reuters 2000 - 2005
The Pillsbury Company 1999 - 2000
Skills
Microsoft Office, MS Project, Project Coordination, Project Planning, Event Planning, Event Management, SAP, Concur, PeopleSoft, Visio, Database Development, Database Administration, Calendaring, Customer Service, Executive Management, Financial Reporting, Budget Tracking, Budget Preparation, Travel Management, Adobe Software, MIS Reporting, Mentoring, Administrative..., Access, Time Management, Training, Leadership, Lotus Notes, Administrative..., Budgets
Education
College of St. Catherine 1993 — 1994
Respiratory Care Therapy/Therapist
Tara Guettler's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. 2005 - 2013
Tangipahoa Parish School System 1999 - 2002
Education
Southeastern Louisiana University 1996 — 2000
Bachelor of Arts (BA), Education
Ponchatoula High School 1992 — 1996
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. 2005 - 2013
Tangipahoa Parish School System 1999 - 2002
Education
Southeastern Louisiana University 1996 — 2000
Bachelor of Arts (BA), Education
Ponchatoula High School 1992 — 1996
Jennifer Casten-Juhl, ChFC®, CDFA Jennifer Casten-Juhl, ChFC®, CDFA's Ameriprise Financial Services, Inc. Experience April 2004 - Present
Job Financial advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2004 - Present
Merry-Go-Round Youth Theatre 2000 - 2003
Education
Steeleville
Southern Illinois University, Carbondale 1995 — 1999
BA
The American College
Chartered Financial Consultant
Institute for Divorce Financial Analyst 2012 — 2013
Certified Divorce Financial Analyst
Ameriprise Financial Services, Inc. April 2004 - Present
Merry-Go-Round Youth Theatre 2000 - 2003
Education
Steeleville
Southern Illinois University, Carbondale 1995 — 1999
BA
The American College
Chartered Financial Consultant
Institute for Divorce Financial Analyst 2012 — 2013
Certified Divorce Financial Analyst
Sally Renk Sally Renk's Ameriprise Financial Services, Inc. Experience 2004 - 2004
Job Financial Advisor at Lincoln Investment Planning, Inc.
Industry Investment Management
Experience
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 2004 - 2010
Ameriprise Financial Services, Inc. 2004 - 2004
Laser Works, LLC 1992 - 2004
Skills
Retirement Planning, Investment Advisory, Stocks, Bonds, ETFs, Mutual Funds, Annuities, Traditional IRA, Roth IRA, 403 b, 401(k) Plans, 401k Rollovers, SEPs & SIMPLEs, Series 7, Series 66, Licensed Life & Health..., Strategic Financial..., Financial Advisory
Education
Wright State University 2002 — 2004
Bachelor of Science in Business (B.S.B.), Finance with a concentration in Financial Planning, Suma Cum Laude
Southern State Community College 1999 — 2002
Associate of Arts (AA), Transfer Module
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 2004 - 2010
Ameriprise Financial Services, Inc. 2004 - 2004
Laser Works, LLC 1992 - 2004
Skills
Retirement Planning, Investment Advisory, Stocks, Bonds, ETFs, Mutual Funds, Annuities, Traditional IRA, Roth IRA, 403 b, 401(k) Plans, 401k Rollovers, SEPs & SIMPLEs, Series 7, Series 66, Licensed Life & Health..., Strategic Financial..., Financial Advisory
Education
Wright State University 2002 — 2004
Bachelor of Science in Business (B.S.B.), Finance with a concentration in Financial Planning, Suma Cum Laude
Southern State Community College 1999 — 2002
Associate of Arts (AA), Transfer Module
Kosta Velis, CIMA, CFP's Ameriprise Financial Services, Inc. Experience November 2011 - December 2012
Job Managing Director at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2015 - Present
Stoever Glass Wealth Management March 2014 - May 2015
Aurum Options Strategies August 2013 - May 2015
Method Enterprises, LLC March 2013 - July 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney August 1999 - February 2011
Merrill Lynch June 1994 - August 1999
Skills
Alternative Investments, Wealth Management, Asset Allocation, Securities, FINRA, Financial Advisory, Finance, Investments, Series 7, Retirement Planning, Strategic Financial..., Options, Financial Services, Recruiting, Leadership Development, Investment Advisory, Asset Management, High Net Worth..., Equities, Mutual Funds, Fixed Income, Stocks, Microsoft Office, Mergers & Acquisitions, Series 24, Series 63, Mergers, Risk Management, Financial Analysis, Insurance, ETFs, Bonds, Investment Management, Portfolio Management, Investment Strategies, Wealth Management..., Hedge Funds, Wealth, Series 65, Estate Planning, Financial Markets, Fund Of Funds, Due Diligence, Financial Modeling, Hedging, Commodity
Education
Wharton School, University of Pennsylvania 2005 — 2005
Certified Investment Management Analyst (CIMA), Certified Investment Management Analyst (CIMA)
The American College 1997 — 2000
Certified Financial Planner (CFP), Certified Financial Planner (CFP)
Southern Methodist University 1990 — 1994
Bachelor's degree, Political Science and Government
The Lawrenceville School 1985 — 1990
BB&T Scott & Stringfellow May 2015 - Present
Stoever Glass Wealth Management March 2014 - May 2015
Aurum Options Strategies August 2013 - May 2015
Method Enterprises, LLC March 2013 - July 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney August 1999 - February 2011
Merrill Lynch June 1994 - August 1999
Skills
Alternative Investments, Wealth Management, Asset Allocation, Securities, FINRA, Financial Advisory, Finance, Investments, Series 7, Retirement Planning, Strategic Financial..., Options, Financial Services, Recruiting, Leadership Development, Investment Advisory, Asset Management, High Net Worth..., Equities, Mutual Funds, Fixed Income, Stocks, Microsoft Office, Mergers & Acquisitions, Series 24, Series 63, Mergers, Risk Management, Financial Analysis, Insurance, ETFs, Bonds, Investment Management, Portfolio Management, Investment Strategies, Wealth Management..., Hedge Funds, Wealth, Series 65, Estate Planning, Financial Markets, Fund Of Funds, Due Diligence, Financial Modeling, Hedging, Commodity
Education
Wharton School, University of Pennsylvania 2005 — 2005
Certified Investment Management Analyst (CIMA), Certified Investment Management Analyst (CIMA)
The American College 1997 — 2000
Certified Financial Planner (CFP), Certified Financial Planner (CFP)
Southern Methodist University 1990 — 1994
Bachelor's degree, Political Science and Government
The Lawrenceville School 1985 — 1990
Jason Tholander's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor Vice President, APMA ® , AAMS ® at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo Advisors, LLC June 2007 - August 2011
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards August 2001 - April 2004
Education
Springfield College 1993 — 1998
Bachelor of Science (BS)
Billerica Memorial High School
High School Diploma
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo Advisors, LLC June 2007 - August 2011
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards August 2001 - April 2004
Education
Springfield College 1993 — 1998
Bachelor of Science (BS)
Billerica Memorial High School
High School Diploma
Scott Edwards, CFP®, ChFC®, CRPS®, CLU® Scott Edwards, CFP®, ChFC®, CRPS®, CLU®'s Ameriprise Financial Services, Inc. Experience March 1997 - Present
Job Private Wealth Advisor at Cardinal Pointe Financial Group, a Private Wealth Advisory Practice Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1997 - Present
PPG Industries July 2004 - March 2007
Nalco 1992 - 1994
Education
Southern Polytechnic State University 1988 — 1991
Bachelor of Science, Industrial Engineering Technology
Paducah Community College 1986 — 1988
Ameriprise Financial Services, Inc. March 1997 - Present
PPG Industries July 2004 - March 2007
Nalco 1992 - 1994
Education
Southern Polytechnic State University 1988 — 1991
Bachelor of Science, Industrial Engineering Technology
Paducah Community College 1986 — 1988
Kara Finley Kara Finley's Ameriprise Financial Services, Inc. Experience January 2008 - December 2009
Job Board Relations Manager and Marketer at Charter Management Company
Industry Education Management
Experience
Academica West January 2010 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2009
PTS August 2007 - December 2007
Southwest Educational Development Center April 2005 - June 2007
Skills
PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Public Relations, Social Media, Marketing Strategy, Grant Writing, Research, Team Building, Community Outreach, Marketing Communications, Marketing, Graphic Design, Graphics Layout, Recruitment Advertising, Student Recruiting, Board Relations, Board Governance, Board Development, Strategic Planning, Editing, Nonprofits, Event Management, Advertising
Education
Southern Utah University
Master's Degree, Organizational Communication, General
Southern Utah University 2003 — 2007
Bachelor of Science (BS), Major: Communications (PR & Advertising); Minor: Business & Marketing, Magna Cum Laude
Academica West January 2010 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2009
PTS August 2007 - December 2007
Southwest Educational Development Center April 2005 - June 2007
Skills
PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Public Relations, Social Media, Marketing Strategy, Grant Writing, Research, Team Building, Community Outreach, Marketing Communications, Marketing, Graphic Design, Graphics Layout, Recruitment Advertising, Student Recruiting, Board Relations, Board Governance, Board Development, Strategic Planning, Editing, Nonprofits, Event Management, Advertising
Education
Southern Utah University
Master's Degree, Organizational Communication, General
Southern Utah University 2003 — 2007
Bachelor of Science (BS), Major: Communications (PR & Advertising); Minor: Business & Marketing, Magna Cum Laude
Paul Wildberger, MBA Paul Wildberger, MBA's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor at HARRIS & WILDBERGER, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Investment Oversight October 2009 - August 2014
Williams Financial Group April 2009 - October 2009
1st Global May 2003 - April 2009
Marine Corps Recruiting June 1982 - June 1986
Education
MBA -- Univ of Tx at Dallas
MBA, Business, 3.3 gpa
Southern Methodist University - Cox School of Business
Bachelor of Arts (BA), Finance, General, 3.6 cum gpa
Ameriprise Financial Services, Inc. August 2014 - Present
Investment Oversight October 2009 - August 2014
Williams Financial Group April 2009 - October 2009
1st Global May 2003 - April 2009
Marine Corps Recruiting June 1982 - June 1986
Education
MBA -- Univ of Tx at Dallas
MBA, Business, 3.3 gpa
Southern Methodist University - Cox School of Business
Bachelor of Arts (BA), Finance, General, 3.6 cum gpa
David Ferland David Ferland's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Invest Financial August 2005 - August 2012
Education
Southern New Hampshire University 1982 — 1985
Bachelor of Science (B.S.), Finance, Marketing
Ameriprise Financial Services, Inc. August 2012 - Present
Invest Financial August 2005 - August 2012
Education
Southern New Hampshire University 1982 — 1985
Bachelor of Science (B.S.), Finance, Marketing
Kendra Kearney Kendra Kearney's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
RBC Wealth Management Financial Services April 2009 - August 2012
Education
Southern New Hampshire University 2008 — 2010
Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2012 - Present
RBC Wealth Management Financial Services April 2009 - August 2012
Education
Southern New Hampshire University 2008 — 2010
Business Administration and Management, General
Scott LaDore Scott LaDore's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Advisors 1998 - 2013
Skills
Alternative Investments
Education
Southern Connecticut State University 1991 — 1995
BA, Marketing
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Advisors 1998 - 2013
Skills
Alternative Investments
Education
Southern Connecticut State University 1991 — 1995
BA, Marketing
Richard Alan Brende Richard Alan Brende's Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Private Wealth Advisor | Managing Director
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Education
Southern Methodist University
B.S., Finance and Economics
Ameriprise Financial Services, Inc. 2002 - Present
Education
Southern Methodist University
B.S., Finance and Economics
Jenny Laudadio Jenny Laudadio's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Marketing Manager for Ameriprise Financial
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Austin Business Link February 2013 - July 2014
United Heritage CU January 2004 - April 2013
GX Creative Communications January 2000 - February 2003
Skills
Advertising, Public Relations, Marketing Strategy, Fundraising, Market Planning, Google Analytics, Account Management, Public Speaking, Customer Service, Trade Shows, Quality Control, Email Marketing, Budget, Media Planning, Branding & Identity, Project Management, Copywriting, Copy Editing, Proofreading, Vendor Management..., Budgets, Online Marketing, Leadership, Management, Event Planning, Brand Management, Strategy
Education
Southwestern University 1996 — 2000
Bachelor's degree, B.A., Business & Sociology
The University of Texas at Austin 1999 — 1999
International Business and International Marketing courses
Ameriprise Financial Services, Inc. February 2013 - Present
Austin Business Link February 2013 - July 2014
United Heritage CU January 2004 - April 2013
GX Creative Communications January 2000 - February 2003
Skills
Advertising, Public Relations, Marketing Strategy, Fundraising, Market Planning, Google Analytics, Account Management, Public Speaking, Customer Service, Trade Shows, Quality Control, Email Marketing, Budget, Media Planning, Branding & Identity, Project Management, Copywriting, Copy Editing, Proofreading, Vendor Management..., Budgets, Online Marketing, Leadership, Management, Event Planning, Brand Management, Strategy
Education
Southwestern University 1996 — 2000
Bachelor's degree, B.A., Business & Sociology
The University of Texas at Austin 1999 — 1999
International Business and International Marketing courses
Paul Guglielmo Paul Guglielmo's Ameriprise Financial Services, Inc. Experience June 2014 - May 2015
Job Field Intern at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
Ameriprise Financial Services, Inc. June 2014 - May 2015
Southern New Hampshire University January 2014 - May 2015
Southern New Hampshire University September 2012 - January 2014
MF Landscape and Design May 2013 - September 2013
Boston Exit Planning Exchange December 2012 - January 2013
CBS Scene June 2012 - September 2012
Southern New Hampshire University January 2011 - January 2012
Rick’s January 2009 - January 2011
TrustDesign January 2008 - January 2009
Skills
Higher Education, Research, Student Affairs, Public Speaking, Microsoft Office, Academic Advising, Non-profits, PowerPoint, Philanthropy, Volunteer Management, Event Planning, Event Management, Cleaning, Organization, Money Management, Public Relations, Marketing, Nonprofits, Microsoft Word, Leadership, Customer Service, Microsoft Excel, Social Media
Education
Southern New Hampshire University 2011 — 2015
Bachelor of Science (BS), Major: Marketing; Minor: Finance
King Philip Regional High School 2007 — 2011
High School Diploma
Ameriprise Financial Services, Inc. June 2014 - May 2015
Southern New Hampshire University January 2014 - May 2015
Southern New Hampshire University September 2012 - January 2014
MF Landscape and Design May 2013 - September 2013
Boston Exit Planning Exchange December 2012 - January 2013
CBS Scene June 2012 - September 2012
Southern New Hampshire University January 2011 - January 2012
Rick’s January 2009 - January 2011
TrustDesign January 2008 - January 2009
Skills
Higher Education, Research, Student Affairs, Public Speaking, Microsoft Office, Academic Advising, Non-profits, PowerPoint, Philanthropy, Volunteer Management, Event Planning, Event Management, Cleaning, Organization, Money Management, Public Relations, Marketing, Nonprofits, Microsoft Word, Leadership, Customer Service, Microsoft Excel, Social Media
Education
Southern New Hampshire University 2011 — 2015
Bachelor of Science (BS), Major: Marketing; Minor: Finance
King Philip Regional High School 2007 — 2011
High School Diploma
Zachary Christensen Zachary Christensen's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Business Analyst II at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - July 2015
Ameriprise Financial Services, Inc. March 2011 - August 2014
VisionShare December 2009 - February 2010
JMW Concepts October 2009 - December 2009
Skills
Series 7
Education
Southwest Minnesota State University 2008 — 2010
Bachelor of Science (BS), Corporate Finance
University of Minnesota-Twin Cities 2006 — 2007
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - July 2015
Ameriprise Financial Services, Inc. March 2011 - August 2014
VisionShare December 2009 - February 2010
JMW Concepts October 2009 - December 2009
Skills
Series 7
Education
Southwest Minnesota State University 2008 — 2010
Bachelor of Science (BS), Corporate Finance
University of Minnesota-Twin Cities 2006 — 2007
Amy Leanne Brown Keach, CFP® Amy Leanne Brown Keach, CFP®'s Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. September 2007 - March 2014
Ameriprise Financial Services, Inc. January 2000 - September 2007
Education
University of Delaware 2008 — 2009
Certificate in Financial Planning
Southern Oregon University 1990 — 1995
Bachelor's degree, Health Promotion
University of Delaware 1994 — 1994
National Student Exchange Program
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. September 2007 - March 2014
Ameriprise Financial Services, Inc. January 2000 - September 2007
Education
University of Delaware 2008 — 2009
Certificate in Financial Planning
Southern Oregon University 1990 — 1995
Bachelor's degree, Health Promotion
University of Delaware 1994 — 1994
National Student Exchange Program
Scott Wlison Scott Wlison's Ameriprise Financial Services, Inc. Experience August 2005 - December 2011
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley December 2014 - May 2015
Morgan Stanley August 2013 - December 2014
shepard FINANCIAL January 2012 - December 2012
Ameriprise Financial Services, Inc. August 2005 - December 2011
Skills
Investments, Finance, Accounting, Financial Analysis, Mutual Funds, Insurance, Risk Management, Series 7, Financial Modeling, Portfolio Management, Retirement, Strategic Financial...
Education
University of Maine 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Southern New Hampshire University
Master's degree, Accounting
Morgan Stanley May 2015 - Present
Morgan Stanley December 2014 - May 2015
Morgan Stanley August 2013 - December 2014
shepard FINANCIAL January 2012 - December 2012
Ameriprise Financial Services, Inc. August 2005 - December 2011
Skills
Investments, Finance, Accounting, Financial Analysis, Mutual Funds, Insurance, Risk Management, Series 7, Financial Modeling, Portfolio Management, Retirement, Strategic Financial...
Education
University of Maine 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Southern New Hampshire University
Master's degree, Accounting
Eric Hirth Eric Hirth's Ameriprise Financial Services, Inc. Experience February 2005 - January 2009
Job Senior Business Analyst at Pernod Ricard
Industry Wine and Spirits
Experience
Pernod Ricard July 2010 - Present
Ameriprise Financial Services, Inc. February 2005 - January 2009
Skills
FMCG, Trade Marketing, Wine, Customer Insight, Shopper Marketing, IRI, JD Edwards, Forecasting, Brand Management, Pricing, Business Analysis, Spectra, Marketing Strategy, AC Nielsen, Market Research, Nielsen, Marketing Management, Market Analysis, International Marketing, Essbase
Education
Southern New Hampshire University
Master of Science, Information Technology
University of New Hampshire
Bachelor of Business Administration (B.B.A.), Finance
Pernod Ricard July 2010 - Present
Ameriprise Financial Services, Inc. February 2005 - January 2009
Skills
FMCG, Trade Marketing, Wine, Customer Insight, Shopper Marketing, IRI, JD Edwards, Forecasting, Brand Management, Pricing, Business Analysis, Spectra, Marketing Strategy, AC Nielsen, Market Research, Nielsen, Marketing Management, Market Analysis, International Marketing, Essbase
Education
Southern New Hampshire University
Master of Science, Information Technology
University of New Hampshire
Bachelor of Business Administration (B.B.A.), Finance
Marcus McIntosh's Ameriprise Financial Services, Inc. Experience January 2001 - March 2006
Job Sr. Operations Manager at RiverSource Life Insurance Company
Industry Financial Services
Experience
RiverSource April 2008 - Present
Ameriprise Financial Services, Inc. January 2001 - March 2006
American Express Financial Advisors January 1997 - January 2001
Skills
Series 6, Fixed Annuities, Risk Management, Mutual Funds, Insurance, Analysis, Securities, Financial Services, Leadership, Project Management, Management, Operations Management, Team Building, Process Improvement, Business Analysis, Vendor Management, Finance, Business Process..., Team Leadership, Series 7, Cross-functional Team..., Program Management, Mergers
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Finance, General
RiverSource April 2008 - Present
Ameriprise Financial Services, Inc. January 2001 - March 2006
American Express Financial Advisors January 1997 - January 2001
Skills
Series 6, Fixed Annuities, Risk Management, Mutual Funds, Insurance, Analysis, Securities, Financial Services, Leadership, Project Management, Management, Operations Management, Team Building, Process Improvement, Business Analysis, Vendor Management, Finance, Business Process..., Team Leadership, Series 7, Cross-functional Team..., Program Management, Mergers
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Finance, General
Seth Holder, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor at Penney, Murray & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Penney, Murray & Associates October 2012 - Present
Edward Jones June 2006 - October 2012
GE May 2004 - May 2006
Education
Southwestern College 2002 — 2006
Bachelor of Arts (BA), Finance & Marketing
Ameriprise Financial Services, Inc. October 2012 - Present
Penney, Murray & Associates October 2012 - Present
Edward Jones June 2006 - October 2012
GE May 2004 - May 2006
Education
Southwestern College 2002 — 2006
Bachelor of Arts (BA), Finance & Marketing
Sarah Riley Walsh, CFP®'s Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
ActiFi, Inc. June 2011 - August 2012
Walsh Business Consulting August 2007 - August 2012
Aspen Academy Minnesota June 2011 - December 2011
ActiFi August 2006 - August 2007
Merrill Lynch May 1998 - August 2006
Education
St. Catherine University
Ameriprise Financial Services, Inc. August 2012 - Present
ActiFi, Inc. June 2011 - August 2012
Walsh Business Consulting August 2007 - August 2012
Aspen Academy Minnesota June 2011 - December 2011
ActiFi August 2006 - August 2007
Merrill Lynch May 1998 - August 2006
Education
St. Catherine University
Patrick Bleffer's Ameriprise Financial Services, Inc. Experience June 2005 - March 2006
Job Client Service Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF January 2008 - July 2014
TIAA-CREF March 2006 - December 2007
Ameriprise Financial Services, Inc. June 2005 - March 2006
Skills
Customer Service, Retirement, Retirement Planning, Finance, Mutual Funds, Asset Allocation, Data Analysis, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Training, Wealth Management, Sales, Series 63, Series 7, Process Improvement, Financial Planning
Education
St. Ambrose University 2001 — 2005
BA, Business
St. Ambrose University 2001 — 2005
Bachelor's degree, Business/Commerce, General
TIAA-CREF July 2014 - Present
TIAA-CREF January 2008 - July 2014
TIAA-CREF March 2006 - December 2007
Ameriprise Financial Services, Inc. June 2005 - March 2006
Skills
Customer Service, Retirement, Retirement Planning, Finance, Mutual Funds, Asset Allocation, Data Analysis, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Training, Wealth Management, Sales, Series 63, Series 7, Process Improvement, Financial Planning
Education
St. Ambrose University 2001 — 2005
BA, Business
St. Ambrose University 2001 — 2005
Bachelor's degree, Business/Commerce, General
Al Carlson, CEBS's Ameriprise Financial Services, Inc. Experience August 1991 - July 1992
Job Health Benefit & Product Developer at PrimeWest Health
Industry Insurance
Experience
PrimeWest Health January 2014 - Present
Al Carlson, CEBS August 2013 - Present
Bremer Bank January 2005 - July 2013
Bremer Bank January 1995 - December 2004
Minnesota Life August 1992 - December 1994
Ameriprise Financial Services, Inc. August 1991 - July 1992
Deloitte January 1989 - July 1991
Skills
Excel, Time Management, Microsoft Office, Insurance, Employee Benefits, Analysis, Benefits, Health, Problem Solving, Budgeting, Outlook, Word, PowerPoint, Public Speaking, Process Improvement, Strategic Planning, Team Building, Coaching, Compliance, Customer Relations, Vendor Management, Change Management, Financial Analysis, Financial Planning, Supervisory Skills, Mentoring, Event Planning, Internal Communications, Benefits Administration, Microsoft Excel, Health Savings Accounts, Employee Relations, COBRA, Customer Service, Management
Education
St. Cloud State University
BS, Accounting (minor emphasis in communications), 3.65
PrimeWest Health January 2014 - Present
Al Carlson, CEBS August 2013 - Present
Bremer Bank January 2005 - July 2013
Bremer Bank January 1995 - December 2004
Minnesota Life August 1992 - December 1994
Ameriprise Financial Services, Inc. August 1991 - July 1992
Deloitte January 1989 - July 1991
Skills
Excel, Time Management, Microsoft Office, Insurance, Employee Benefits, Analysis, Benefits, Health, Problem Solving, Budgeting, Outlook, Word, PowerPoint, Public Speaking, Process Improvement, Strategic Planning, Team Building, Coaching, Compliance, Customer Relations, Vendor Management, Change Management, Financial Analysis, Financial Planning, Supervisory Skills, Mentoring, Event Planning, Internal Communications, Benefits Administration, Microsoft Excel, Health Savings Accounts, Employee Relations, COBRA, Customer Service, Management
Education
St. Cloud State University
BS, Accounting (minor emphasis in communications), 3.65
Alicia Fitzgerald's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Client Relationship Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Wright-Ryan Construction, Inc. February 2013 - May 2013
Wright-Ryan Construction, Inc. February 2012 - February 2013
The Eastland Park Hotel January 2007 - February 2012
Skills
Customer Service, Leadership, Hospitality, Graphic Design, Coordinating Special..., Proposal Writing, Presentation Development, Social Media, Marketing Strategy, Business Development, Creative Problem Solving, Community Outreach, Green Marketing, Microsoft Office, Microsoft Excel, Marketing Communications, Social Media Marketing, Public Relations, PowerPoint, Time Management, Management, Marketing
Education
University of Southern Maine - School of Business
BS, Marketing
Southern Maine Community College 2008 — 2010
Associates, Business Administration
Ameriprise Financial Services, Inc. June 2013 - Present
Wright-Ryan Construction, Inc. February 2013 - May 2013
Wright-Ryan Construction, Inc. February 2012 - February 2013
The Eastland Park Hotel January 2007 - February 2012
Skills
Customer Service, Leadership, Hospitality, Graphic Design, Coordinating Special..., Proposal Writing, Presentation Development, Social Media, Marketing Strategy, Business Development, Creative Problem Solving, Community Outreach, Green Marketing, Microsoft Office, Microsoft Excel, Marketing Communications, Social Media Marketing, Public Relations, PowerPoint, Time Management, Management, Marketing
Education
University of Southern Maine - School of Business
BS, Marketing
Southern Maine Community College 2008 — 2010
Associates, Business Administration
Gary Grahnquist Gary Grahnquist's Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1995 - Present
Ameriprise Financial June 1995 - October 2012
Education
Southern Methodist University 1978 — 1979
MBA, Marketing
University of Nebraska-Lincoln 1966 — 1970
BA, Journalism, English
Ameriprise Financial Services, Inc. June 1995 - Present
Ameriprise Financial June 1995 - October 2012
Education
Southern Methodist University 1978 — 1979
MBA, Marketing
University of Nebraska-Lincoln 1966 — 1970
BA, Journalism, English
Bruce H. Quick, CFP®, CLU®, ChFC® Bruce H. Quick, CFP®, CLU®, ChFC®'s Ameriprise Financial Services, Inc. Experience February 1987 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1987 - Present
Education
Southwestern University 1980 — 1984
BBA, Finance and Economics
Ameriprise Financial Services, Inc. February 1987 - Present
Education
Southwestern University 1980 — 1984
BBA, Finance and Economics
Margaret Montag Margaret Montag's Ameriprise Financial Services, Inc. Experience 1997 - July 2002
Job Office Manager at Petroleum Marketers Service, Inc.
Industry Real Estate
Experience
Petroleum Marketers Service, Inc. Program Director - Technology Competency CenterAmeriprise FinancialJune 2006 - March 2007
Ameriprise Financial May 2004 - May 2005
American Express July 2002 - May 2004
Ameriprise Financial Services, Inc. 1997 - July 2002
Skills
Vendor Management, Relationship Management, Program Management, PMO, Cross-functional Team..., Process Improvement, Business Analysis, Change Management, Project Portfolio..., Strategic Planning, Team Leadership, Project Management, Business Process..., Leadership, Strategy, Risk Management, Team Building, Management
Education
University of Saint Thomas - School of Business 1992 — 1995
MBA, HR Generalist
St. Catherine University
BA, Accounting, Psychology
Petroleum Marketers Service, Inc. Program Director - Technology Competency CenterAmeriprise FinancialJune 2006 - March 2007
Ameriprise Financial May 2004 - May 2005
American Express July 2002 - May 2004
Ameriprise Financial Services, Inc. 1997 - July 2002
Skills
Vendor Management, Relationship Management, Program Management, PMO, Cross-functional Team..., Process Improvement, Business Analysis, Change Management, Project Portfolio..., Strategic Planning, Team Leadership, Project Management, Business Process..., Leadership, Strategy, Risk Management, Team Building, Management
Education
University of Saint Thomas - School of Business 1992 — 1995
MBA, HR Generalist
St. Catherine University
BA, Accounting, Psychology
Melissa Reed's Ameriprise Financial Services, Inc. Experience October 2014 - May 2015
Job Owner of Bliss Events Special Events Coordinator, Makeup Artist & Model
Industry Events Services
Experience
Bliss Events Memphis October 2012 - Present
Bliss Events Memphis August 2012 - Present
Model January 2007 - Present
Ameriprise Financial Services, Inc. October 2014 - May 2015
Exel November 2012 - June 2014
Brothers Auto March 2010 - June 2012
Skills
Makeup Artistry, Customer Service, Social Media, Public Relations, Microsoft Office, Event Management, Event Planning, Marketing Communications, Advertising, Social Networking, Public Speaking, Strategic Planning, Leadership, PowerPoint, Social Media Marketing, Marketing, Fundraising, Training, Budgets, Research, Microsoft Excel, Management, Sales, Project Management, Facebook, Teamwork, New Business Development, Editing, Marketing Strategy, Corporate Events, Blogging, Hospitality, Negotiation, Sales Management, Nonprofits, Entertainment, Photoshop, Photography, Weddings, Community Outreach, Online Marketing, Brand Development, Team Building, Fashion, Time Management, Entrepreneurship, Coaching, Human Resources, Program Management, Leadership Development
Education
Southwest Tennessee Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Communication and Media Studies
QC Career School 2012 — 2013
Pro Make-Up Artist Certificate, Make-Up Artist/Specialist
Bliss Events Memphis October 2012 - Present
Bliss Events Memphis August 2012 - Present
Model January 2007 - Present
Ameriprise Financial Services, Inc. October 2014 - May 2015
Exel November 2012 - June 2014
Brothers Auto March 2010 - June 2012
Skills
Makeup Artistry, Customer Service, Social Media, Public Relations, Microsoft Office, Event Management, Event Planning, Marketing Communications, Advertising, Social Networking, Public Speaking, Strategic Planning, Leadership, PowerPoint, Social Media Marketing, Marketing, Fundraising, Training, Budgets, Research, Microsoft Excel, Management, Sales, Project Management, Facebook, Teamwork, New Business Development, Editing, Marketing Strategy, Corporate Events, Blogging, Hospitality, Negotiation, Sales Management, Nonprofits, Entertainment, Photoshop, Photography, Weddings, Community Outreach, Online Marketing, Brand Development, Team Building, Fashion, Time Management, Entrepreneurship, Coaching, Human Resources, Program Management, Leadership Development
Education
Southwest Tennessee Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Communication and Media Studies
QC Career School 2012 — 2013
Pro Make-Up Artist Certificate, Make-Up Artist/Specialist
Christopher Ferretti's Ameriprise Financial Services, Inc. Experience 1999 - 2010
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. 1999 - 2010
Skills
Financial Planning, Retirement Planning, Business Owner Planning, Wealth Accumulation, Risk Management, Business Continuity..., Portfolio Analysis, Legacy Planning, Tax Reduction Strategies, 401k Rollovers, Long Term Care Insurance, Charitable Gift Planning
Education
Southern New Hampshire University
Business Studies, Accounting & Computer Information Systems
Integrated Financial Partners, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. 1999 - 2010
Skills
Financial Planning, Retirement Planning, Business Owner Planning, Wealth Accumulation, Risk Management, Business Continuity..., Portfolio Analysis, Legacy Planning, Tax Reduction Strategies, 401k Rollovers, Long Term Care Insurance, Charitable Gift Planning
Education
Southern New Hampshire University
Business Studies, Accounting & Computer Information Systems
Shaun Sutherell's Ameriprise Financial Services, Inc. Experience August 2005 - July 2006
Job Associate Director of Graduate Admissions and Nursing at Walden University
Industry Higher Education
Experience
Walden University October 2014 - Present
Walden University December 2010 - October 2014
The National Hispanic University April 2010 - November 2010
Walden University February 2009 - April 2010
Walden University September 2007 - February 2009
Lincoln Financial Advisors August 2006 - August 2007
Ameriprise Financial Services, Inc. August 2005 - July 2006
Skills
Admissions, Higher Education..., Adult Education, Creative Writing, Student Affairs, Data Analysis, Leadership Development, Program Development, Distance Learning, E-Learning, Financial Analysis
Education
Walden University
Post-Master's Certificate in Adult Education
Southeastern University
Bachelor's Degree, Psychology
Walden University
Master of Business Administration (MBA)
Walden University October 2014 - Present
Walden University December 2010 - October 2014
The National Hispanic University April 2010 - November 2010
Walden University February 2009 - April 2010
Walden University September 2007 - February 2009
Lincoln Financial Advisors August 2006 - August 2007
Ameriprise Financial Services, Inc. August 2005 - July 2006
Skills
Admissions, Higher Education..., Adult Education, Creative Writing, Student Affairs, Data Analysis, Leadership Development, Program Development, Distance Learning, E-Learning, Financial Analysis
Education
Walden University
Post-Master's Certificate in Adult Education
Southeastern University
Bachelor's Degree, Psychology
Walden University
Master of Business Administration (MBA)
Danielle Gates, CFP®'s Ameriprise Financial Services, Inc. Experience November 2008 - January 2013
Job CEO of at D. Gates Weath Management / Income Planning Guru for Retirees / Financial Advisor to Small Business Owners
Industry Financial Services
Experience
D. Gates Weath Management January 2013 - Present
D. Gates Wealth Management, an office of MetLife January 2013 - November 2013
Ameriprise Financial Services, Inc. November 2008 - January 2013
Merrill Lynch, Fort Myers, FL 1999 - 2008
Skills
Retirement, Mutual Funds, Investments, Financial Advisory, Wealth Management, Asset Allocation, Retirement Planning, Series 7, Estate Planning, Strategic Financial..., Investment Advisory, Saving for Education, Investment Strategies, Series 63, Finance, Leadership, Wealth, Small Business, Management, Employee Benefits
Education
The American College 2004 — 2004
College for Financial Planning
Southern New Hampshire University 1991 — 1996
BS, Business Studies/Finance
D. Gates Weath Management January 2013 - Present
D. Gates Wealth Management, an office of MetLife January 2013 - November 2013
Ameriprise Financial Services, Inc. November 2008 - January 2013
Merrill Lynch, Fort Myers, FL 1999 - 2008
Skills
Retirement, Mutual Funds, Investments, Financial Advisory, Wealth Management, Asset Allocation, Retirement Planning, Series 7, Estate Planning, Strategic Financial..., Investment Advisory, Saving for Education, Investment Strategies, Series 63, Finance, Leadership, Wealth, Small Business, Management, Employee Benefits
Education
The American College 2004 — 2004
College for Financial Planning
Southern New Hampshire University 1991 — 1996
BS, Business Studies/Finance
Cedric L. Bridgewater, Jr., MBA's Ameriprise Financial Services, Inc. Experience 2010 - 2012
Job Target Market Media
Industry Marketing and Advertising
Experience
Target Market Media Publications Inc August 2015 - Present
National Residential Mortgage, a service of Heartland Financial USA, Inc. June 2014 - August 2015
Emerson Process Management September 2013 - June 2014
Wells Fargo October 2012 - September 2013
Ameriprise Financial Services, Inc. 2010 - 2012
Iberville Federal Credit Union February 2007 - April 2010
Allianz May 2008 - August 2008
Skills
Customer Service, Time Management, Marketing Strategy, Leadership, Public Speaking, Business Development, Business Strategy, Marketing Communications, Social Media Marketing, Market Research, Social Networking, Product Marketing, Marketing Project..., Microsoft Excel, Problem Solving, Microsoft Word, PowerPoint, Marketing, Management
Education
St. Mary's University of Minnesota 2012 — 2013
Master of Business Administration (MBA), International Business, A
Southern University and Agricultural and Mechanical College at Baton Rouge 2005 — 2010
Bachelor, Marketing
Target Market Media Publications Inc August 2015 - Present
National Residential Mortgage, a service of Heartland Financial USA, Inc. June 2014 - August 2015
Emerson Process Management September 2013 - June 2014
Wells Fargo October 2012 - September 2013
Ameriprise Financial Services, Inc. 2010 - 2012
Iberville Federal Credit Union February 2007 - April 2010
Allianz May 2008 - August 2008
Skills
Customer Service, Time Management, Marketing Strategy, Leadership, Public Speaking, Business Development, Business Strategy, Marketing Communications, Social Media Marketing, Market Research, Social Networking, Product Marketing, Marketing Project..., Microsoft Excel, Problem Solving, Microsoft Word, PowerPoint, Marketing, Management
Education
St. Mary's University of Minnesota 2012 — 2013
Master of Business Administration (MBA), International Business, A
Southern University and Agricultural and Mechanical College at Baton Rouge 2005 — 2010
Bachelor, Marketing
Eric Fallon, CRPC® Eric Fallon, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Oppenheimer Funds July 1998 - December 2013
Chase/Vista Funds January 1992 - June 1998
Education
Springfield College 1979 — 1983
Bachelor of Science
Newton North High School 1975 — 1978
Ameriprise Financial Services, Inc. April 2014 - Present
Oppenheimer Funds July 1998 - December 2013
Chase/Vista Funds January 1992 - June 1998
Education
Springfield College 1979 — 1983
Bachelor of Science
Newton North High School 1975 — 1978
Ryan Sheets AAMS®, AWMA®, CMFC®, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2006 - September 2013
Job Financial Advisor at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
State Farm December 2013 - June 2015
LPL Financial September 2013 - November 2013
Ameriprise Financial Services, Inc. November 2006 - September 2013
Education
St Cloud Technical and Community College 2000 — 2003
Sales and Business Management
St Cloud Technical and Community College 2000 — 2003
Electronics Technician
Transamerica Retirement Solutions June 2015 - Present
State Farm December 2013 - June 2015
LPL Financial September 2013 - November 2013
Ameriprise Financial Services, Inc. November 2006 - September 2013
Education
St Cloud Technical and Community College 2000 — 2003
Sales and Business Management
St Cloud Technical and Community College 2000 — 2003
Electronics Technician
Trisha Rykhus Trisha Rykhus's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Director of Marketing and Client Relations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Noble Woman Boutique February 2011 - Present
Skills
Social Media Marketing, Marketing, Time Management, Marketing Strategy, Online Marketing, Business Planning, Customer Service, Advertising, Leadership, Teamwork, Sales, Strategic Planning, Financial Planning, Retirement Planning, Investments
Education
Southwest Minnesota State University 2011 — 2014
Bachelor of Science (BS), Marketing
Ameriprise Financial Services, Inc. June 2014 - Present
Noble Woman Boutique February 2011 - Present
Skills
Social Media Marketing, Marketing, Time Management, Marketing Strategy, Online Marketing, Business Planning, Customer Service, Advertising, Leadership, Teamwork, Sales, Strategic Planning, Financial Planning, Retirement Planning, Investments
Education
Southwest Minnesota State University 2011 — 2014
Bachelor of Science (BS), Marketing
Virginia Simon's Ameriprise Financial Services, Inc. Experience August 2013 - October 2013
Job AT&T Wireless Retail Sales Consultant
Industry Telecommunications
Experience
Hotwire Communications LLC February 2015 - May 2015
Randstad Technologies US April 2014 - May 2014
AT&T July 2006 - January 2014
Ameriprise Financial Services, Inc. August 2013 - October 2013
Express Professionals Medford, Oregon/Asante February 2013 - April 2013
ATT July 2006 - March 2011
AT&T March 2001 - July 2006
AT&T October 1988 - March 2001
Skills
Microsoft Office, Google, Internet, Inventory Management, Telecommunications, Billing, Troubleshooting, Call Center, Circuit Design, Social Networking, Wordperfect, Customer Satisfaction, Customer Service, Training, Escalation, Work Orders, Multi Tasking, Telecommunications..., Wireless Networking, Analysis, Teamwork, Call Centers, Invoicing, Testing, Networking, Outlook, Time Management, Office Management, Sales, Human Resources, Microsoft Excel, Databases, T1, DSL, Software Documentation, Wireless, Management, VoIP, Program Management, IP, Ethernet, Telephony, Project Management
Education
Southern Oregon University
Bachelor's Degree, Business Administration
Hotwire Communications LLC February 2015 - May 2015
Randstad Technologies US April 2014 - May 2014
AT&T July 2006 - January 2014
Ameriprise Financial Services, Inc. August 2013 - October 2013
Express Professionals Medford, Oregon/Asante February 2013 - April 2013
ATT July 2006 - March 2011
AT&T March 2001 - July 2006
AT&T October 1988 - March 2001
Skills
Microsoft Office, Google, Internet, Inventory Management, Telecommunications, Billing, Troubleshooting, Call Center, Circuit Design, Social Networking, Wordperfect, Customer Satisfaction, Customer Service, Training, Escalation, Work Orders, Multi Tasking, Telecommunications..., Wireless Networking, Analysis, Teamwork, Call Centers, Invoicing, Testing, Networking, Outlook, Time Management, Office Management, Sales, Human Resources, Microsoft Excel, Databases, T1, DSL, Software Documentation, Wireless, Management, VoIP, Program Management, IP, Ethernet, Telephony, Project Management
Education
Southern Oregon University
Bachelor's Degree, Business Administration
Tiffany Eddie's Ameriprise Financial Services, Inc. Experience 2012 - 2015
Job El Dorado, Arkansas
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - 2015
Rotolo's Pizzeria 2011 - 2011
Volks Constructors, AKM, LLC 2006 - 2007
Skills
Louisiana Life, Health..., Ameriprise Professional..., Louisiana Responsible..., Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Sales, Human Resources, Interviews, Administrative Work, Event Planning, Management, Marketing, Marketing Strategy, Microsoft Office, Sales Management, Strategic Planning, Team Building
Education
Southeastern Louisiana University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Archbishop Chapelle High School
Ameriprise Financial Services, Inc. 2012 - 2015
Rotolo's Pizzeria 2011 - 2011
Volks Constructors, AKM, LLC 2006 - 2007
Skills
Louisiana Life, Health..., Ameriprise Professional..., Louisiana Responsible..., Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Sales, Human Resources, Interviews, Administrative Work, Event Planning, Management, Marketing, Marketing Strategy, Microsoft Office, Sales Management, Strategic Planning, Team Building
Education
Southeastern Louisiana University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Archbishop Chapelle High School
Randy Groff Randy Groff's Ameriprise Financial Services, Inc. Experience February 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1998 - Present
Education
Southwest Minnesota State University
Bachelor of Arts (B.A.), Marketing & Finance
Ameriprise Financial Services, Inc. February 1998 - Present
Education
Southwest Minnesota State University
Bachelor of Arts (B.A.), Marketing & Finance
Chris Vailette Chris Vailette's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Assistant Project Estimator Massey's Plate Glass and Aluminum, Inc.
Industry
Experience
Massey's Plate Glass & Aluminum, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - Present
Massey's Plate Glass & Aluminum Inc. May 2013 - Present
Quality Hyundai May 2012 - Present
Yale University May 2010 - August 2010
Skills
Strategic Planning, Strategy
Education
Southern New Hampshire University 2011 — 2014
Massey's Plate Glass & Aluminum, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - Present
Massey's Plate Glass & Aluminum Inc. May 2013 - Present
Quality Hyundai May 2012 - Present
Yale University May 2010 - August 2010
Skills
Strategic Planning, Strategy
Education
Southern New Hampshire University 2011 — 2014
Rod Boaz AAMS Rod Boaz AAMS's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Edward Jones Financial Services December 2008 - February 2013
American Express December 2003 - December 2008
Education
Southern Arkansas University 1980 — 1985
Bachelor of Business Administration (BBA)
Ameriprise Financial Services, Inc. February 2013 - Present
Edward Jones Financial Services December 2008 - February 2013
American Express December 2003 - December 2008
Education
Southern Arkansas University 1980 — 1985
Bachelor of Business Administration (BBA)
Mary Chaffee Mary Chaffee's Ameriprise Financial Services, Inc. Experience October 1996 - Present
Job Executive Services at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1996 - Present
Crosslake May 1983 - January 1996
Skills
Business Analysis, ITIL, IT Service Management, SQL, Business Continuity, System Administration, Business Process, IT Operations, DB2, Microsoft SQL Server, Analysis, Windows Server, Databases, IT Management, WebSphere Application..., Visio, Software Documentation
Education
College of St. Catherine 2011 — 2012
Master's degree, Library and Information Science
University of Minnesota-Twin Cities 1996 — 1999
Bachelor of Science - Economics
Ameriprise Financial Services, Inc. October 1996 - Present
Crosslake May 1983 - January 1996
Skills
Business Analysis, ITIL, IT Service Management, SQL, Business Continuity, System Administration, Business Process, IT Operations, DB2, Microsoft SQL Server, Analysis, Windows Server, Databases, IT Management, WebSphere Application..., Visio, Software Documentation
Education
College of St. Catherine 2011 — 2012
Master's degree, Library and Information Science
University of Minnesota-Twin Cities 1996 — 1999
Bachelor of Science - Economics
Julie Olson-Manning Julie Olson-Manning's Ameriprise Financial Services, Inc. Experience June 2010 - December 2010
Job Sr. New Business Development Thrivent Choice at Thrivent Financial
Industry Marketing and Advertising
Experience
Thrivent Financial October 2014 - Present
Thrivent Financial for Lutherans December 2012 - Present
Thrivent Financial for Lutherans October 2011 - Present
Ameriprise Financial Services, Inc. June 2010 - December 2010
Deluxe Corporation November 2007 - September 2009
Deluxe Financial Services March 2005 - November 2007
Deluxe Corporation March 1983 - May 2004
Skills
Product Management, Direct Marketing, Cross-functional Team..., Marketing Strategy, CRM, Marketing, Lead Generation, Product Marketing, Leadership, Marketing Management, New Business Development, Strategic Planning, Sales, Product Development
Education
College of St. Catherine
Marketing Management & Communications
University of Chicago
Principals of Marketing Strategy & Pricing
University of Minnesota-Twin Cities
Bachelor's degree, Marketing Management
University of St. Thomas
Fundraising Series, Grant Writing Essentials
Thrivent Financial October 2014 - Present
Thrivent Financial for Lutherans December 2012 - Present
Thrivent Financial for Lutherans October 2011 - Present
Ameriprise Financial Services, Inc. June 2010 - December 2010
Deluxe Corporation November 2007 - September 2009
Deluxe Financial Services March 2005 - November 2007
Deluxe Corporation March 1983 - May 2004
Skills
Product Management, Direct Marketing, Cross-functional Team..., Marketing Strategy, CRM, Marketing, Lead Generation, Product Marketing, Leadership, Marketing Management, New Business Development, Strategic Planning, Sales, Product Development
Education
College of St. Catherine
Marketing Management & Communications
University of Chicago
Principals of Marketing Strategy & Pricing
University of Minnesota-Twin Cities
Bachelor's degree, Marketing Management
University of St. Thomas
Fundraising Series, Grant Writing Essentials
Erik Pace Erik Pace's Ameriprise Financial Services, Inc. Experience February 2011 - September 2011
Job Paraplanner for a private wealth advisory practice.
Industry Financial Services
Experience
Salt Lake City Financial Advisory Firm July 2015 - Present
Minneapolis Financial Firm September 2011 - Present
Ameriprise Financial Services, Inc. February 2011 - September 2011
IFGI January 2001 - February 2008
Education
Southern Utah University 1998 — 2001
BS, Communications
Southern Utah University 1997 — 2001
Bachelor of Science (B.S.) Communication/Business, Communication and Business Studies
Salt Lake City Financial Advisory Firm July 2015 - Present
Minneapolis Financial Firm September 2011 - Present
Ameriprise Financial Services, Inc. February 2011 - September 2011
IFGI January 2001 - February 2008
Education
Southern Utah University 1998 — 2001
BS, Communications
Southern Utah University 1997 — 2001
Bachelor of Science (B.S.) Communication/Business, Communication and Business Studies
Christy Mirando Christy Mirando's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Training and Compliance Manager at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus November 2009 - May 2014
NewAlliance Investments Inc. 2006 - 2009
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Fixed Annuities, Compliance, Training, Term Life Insurance, Strategic Financial..., 401k Rollovers, Universal Life, Key Person Insurance, Retirement Savings, Wealth Management..., Wealth, Wealth Management, General Insurance, Licensed Life & Health..., Management, Investments, Team Leadership, Sales Management, Qualified Retirement..., Annuity Sales, Process Improvement, Strategic Planning, Licensed Life Insurance..., Financial Services, Coaching, Leadership, Leadership Development, Sales, 401k, Finance, Needs Analysis
Education
Southern Connecticut State University 2001 — 2005
Bachelor's degree, Business Management
Knights of Columbus November 2009 - May 2014
NewAlliance Investments Inc. 2006 - 2009
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Fixed Annuities, Compliance, Training, Term Life Insurance, Strategic Financial..., 401k Rollovers, Universal Life, Key Person Insurance, Retirement Savings, Wealth Management..., Wealth, Wealth Management, General Insurance, Licensed Life & Health..., Management, Investments, Team Leadership, Sales Management, Qualified Retirement..., Annuity Sales, Process Improvement, Strategic Planning, Licensed Life Insurance..., Financial Services, Coaching, Leadership, Leadership Development, Sales, 401k, Finance, Needs Analysis
Education
Southern Connecticut State University 2001 — 2005
Bachelor's degree, Business Management
Jeff Ewer Jeff Ewer's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Sr Service Delivery Professional, Brokerage Trades and Money Movement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Bank of the West June 2011 - August 2011
First National Bank - Minnesota October 2010 - June 2011
First National Bank - Minnesota September 2009 - October 2010
Carlson Craft September 2006 - May 2009
Alaskan Fishing Adventures 2007 - 2008
Carpentry Contractors 2005 - 2006
Skills
Microsoft Word, Banking, PowerPoint, Customer Service, Loans, Finance, Microsoft Office, Financial Analysis, Microsoft Excel, Leadership, Accounts Payable, Accounting
Education
Southwest Minnesota State University 2008 — 2010
B.A.S. Degree in Management, Business Management
South Central College 2006 — 2008
A.A.S. Degree in Business Management, Business Management
Osseo
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Bank of the West June 2011 - August 2011
First National Bank - Minnesota October 2010 - June 2011
First National Bank - Minnesota September 2009 - October 2010
Carlson Craft September 2006 - May 2009
Alaskan Fishing Adventures 2007 - 2008
Carpentry Contractors 2005 - 2006
Skills
Microsoft Word, Banking, PowerPoint, Customer Service, Loans, Finance, Microsoft Office, Financial Analysis, Microsoft Excel, Leadership, Accounts Payable, Accounting
Education
Southwest Minnesota State University 2008 — 2010
B.A.S. Degree in Management, Business Management
South Central College 2006 — 2008
A.A.S. Degree in Business Management, Business Management
Osseo
Hershal Shah Hershal Shah's Ameriprise Financial Services, Inc. Experience August 2006 - April 2007
Job Assistant Vice President at Markit
Industry Financial Services
Experience
Markit October 2013 - Present
Moody's Investors Service December 2012 - June 2013
AXA Advisors August 2011 - August 2012
IMA, LLC August 2010 - August 2011
Simex Securities August 2009 - December 2009
SMU Cox School of Business August 2008 - June 2009
Ameriprise Financial Services, Inc. August 2006 - April 2007
Skills
Financial Modeling, Investments, Strategic Financial..., Valuation, Risk Management, Investment Advisory, Forecasting, Data Analysis, Project Planning, Business Analysis, Retirement Planning, Financial Analysis, Strategy, Financial Risk, Portfolio Management, Equities, Mutual Funds, Analysis, Financial Planning, Insurance, Retirement Services, Time Management, Bloomberg, Wealth Management, Product Management, Business Intelligence, Finance, Financial Services, Microsoft Office, Fixed Income
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration, Finance
I. H. Kempner High School
High School Diploma, Texas Scholar Program
Markit October 2013 - Present
Moody's Investors Service December 2012 - June 2013
AXA Advisors August 2011 - August 2012
IMA, LLC August 2010 - August 2011
Simex Securities August 2009 - December 2009
SMU Cox School of Business August 2008 - June 2009
Ameriprise Financial Services, Inc. August 2006 - April 2007
Skills
Financial Modeling, Investments, Strategic Financial..., Valuation, Risk Management, Investment Advisory, Forecasting, Data Analysis, Project Planning, Business Analysis, Retirement Planning, Financial Analysis, Strategy, Financial Risk, Portfolio Management, Equities, Mutual Funds, Analysis, Financial Planning, Insurance, Retirement Services, Time Management, Bloomberg, Wealth Management, Product Management, Business Intelligence, Finance, Financial Services, Microsoft Office, Fixed Income
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration, Finance
I. H. Kempner High School
High School Diploma, Texas Scholar Program
Kevin Fleming MA, MBA, ATC/L Kevin Fleming MA, MBA, ATC/L's Ameriprise Financial Services, Inc. Experience September 2005 - June 2007
Job Athletic Trainer at Allegiance Health
Industry Health, Wellness and Fitness
Experience
Allegiance Health August 2014 - Present
West Michigan Wolves Tier III Junior Hockey June 2014 - August 2014
Physiotherapy Associates August 2013 - August 2014
Battle Creek Revolution Hockey Team October 2013 - June 2014
Principal Financial Group August 2012 - August 2013
MetLife September 2007 - May 2012
Albion High School August 2009 - May 2011
Chelsea Community Hospital September 2009 - March 2011
Ameriprise Financial Services, Inc. September 2005 - June 2007
Menards April 1999 - May 2005
Skills
Athletic Training, Rehabilitation, Sports Medicine, Strength Training, Healthcare, Exercise Physiology, Injury, Concussion...
Education
University of Iowa 1987 — 1989
Master of Arts (MA), Exercise Science/Athletic Training
University of Iowa 1980 — 1985
Bachelor of Science (BS), Secondary Education/Athletic Training
St. Ambrose University 1994 — 1998
Master of Business Administration (MBA), Management and Marketing
Allegiance Health August 2014 - Present
West Michigan Wolves Tier III Junior Hockey June 2014 - August 2014
Physiotherapy Associates August 2013 - August 2014
Battle Creek Revolution Hockey Team October 2013 - June 2014
Principal Financial Group August 2012 - August 2013
MetLife September 2007 - May 2012
Albion High School August 2009 - May 2011
Chelsea Community Hospital September 2009 - March 2011
Ameriprise Financial Services, Inc. September 2005 - June 2007
Menards April 1999 - May 2005
Skills
Athletic Training, Rehabilitation, Sports Medicine, Strength Training, Healthcare, Exercise Physiology, Injury, Concussion...
Education
University of Iowa 1987 — 1989
Master of Arts (MA), Exercise Science/Athletic Training
University of Iowa 1980 — 1985
Bachelor of Science (BS), Secondary Education/Athletic Training
St. Ambrose University 1994 — 1998
Master of Business Administration (MBA), Management and Marketing
Kunal Madhok's Ameriprise Financial Services, Inc. Experience April 2006 - November 2007
Job Application Development Director at UnitedHealth Group
Industry Information Services
Experience
UnitedHealth Group May 2011 - Present
Optum Health Behavioral Solutions August 2008 - April 2011
Optum Health Behavioral Solutions May 2008 - August 2008
Ameriprise January 2008 - February 2008
Ameriprise Financial Services, Inc. April 2006 - November 2007
American Express (Phoenix) June 2005 - April 2006
American Express (Phoenix) January 2005 - June 2005
Infosys January 2001 - October 2004
Boeing October 2000 - April 2001
ConAgra Foods August 1999 - September 2000
Skills
Business Analysis, Process Improvement, SDLC, IT Strategy, Cross-functional Team..., Business Intelligence, Business Process, PMO, Project Management, Strategy, Testing, Risk Management, Management, Leadership, Software Development
Education
Sri Venkateswara University 1994 — 1998
Bachelor of Engineering (B.E.)
Sri Ventakeswara College of Engineering 1994 — 1998
Chinmaya Vidyalaya 1991 — 1994
Visakha Valley School 1982 — 1992
High School
UnitedHealth Group May 2011 - Present
Optum Health Behavioral Solutions August 2008 - April 2011
Optum Health Behavioral Solutions May 2008 - August 2008
Ameriprise January 2008 - February 2008
Ameriprise Financial Services, Inc. April 2006 - November 2007
American Express (Phoenix) June 2005 - April 2006
American Express (Phoenix) January 2005 - June 2005
Infosys January 2001 - October 2004
Boeing October 2000 - April 2001
ConAgra Foods August 1999 - September 2000
Skills
Business Analysis, Process Improvement, SDLC, IT Strategy, Cross-functional Team..., Business Intelligence, Business Process, PMO, Project Management, Strategy, Testing, Risk Management, Management, Leadership, Software Development
Education
Sri Venkateswara University 1994 — 1998
Bachelor of Engineering (B.E.)
Sri Ventakeswara College of Engineering 1994 — 1998
Chinmaya Vidyalaya 1991 — 1994
Visakha Valley School 1982 — 1992
High School
Paula Frandrup's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Business Program Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Black Knight Financial Services Data & Analytics April 2012 - May 2015
Lender Processing Services, Inc. (LPS) September 2011 - March 2012
Lender Processing Services, LPS December 2008 - October 2011
Smead Manufacturing June 2001 - June 2008
American Express March 2000 - June 2001
Skills
Process Improvement, Cross-functional Team..., Business Analysis, Vendor Management, SDLC, Project Management, Customer Service, PMP, Software Documentation, Program Management, SharePoint, Requirements Gathering, Leadership, Visio, CRM, Change Management, Risk Management, Requirements Analysis, PMO, Business Process..., Analysis, Team Leadership, Business Process, Business Intelligence, Quality Assurance, Business Requirements, Product Management, Software Project...
Education
St. Catherine University 2002 — 2005
MA, Organizational Leadership
St. Catherine University 1993 — 1997
BA, Communications
Ameriprise Financial Services, Inc. August 2015 - Present
Black Knight Financial Services Data & Analytics April 2012 - May 2015
Lender Processing Services, Inc. (LPS) September 2011 - March 2012
Lender Processing Services, LPS December 2008 - October 2011
Smead Manufacturing June 2001 - June 2008
American Express March 2000 - June 2001
Skills
Process Improvement, Cross-functional Team..., Business Analysis, Vendor Management, SDLC, Project Management, Customer Service, PMP, Software Documentation, Program Management, SharePoint, Requirements Gathering, Leadership, Visio, CRM, Change Management, Risk Management, Requirements Analysis, PMO, Business Process..., Analysis, Team Leadership, Business Process, Business Intelligence, Quality Assurance, Business Requirements, Product Management, Software Project...
Education
St. Catherine University 2002 — 2005
MA, Organizational Leadership
St. Catherine University 1993 — 1997
BA, Communications
Mark Athas, MOL's Ameriprise Financial Services, Inc. Experience 1996 - 1997
Job Global Enterprise Architecture
Industry Information Technology and Services
Experience
John Deere 2012 - Present
ACT 2003 - 2012
Barjan Products 2000 - 2003
CNH Global (Case Corporation) 1997 - 2000
Ameriprise Financial Services, Inc. 1996 - 1997
Accenture (Andersen Consulting) 1990 - 1996
Skills
Software Development, Databases, ERP, CRM, IT Strategy, Enterprise Architecture, Business Intelligence, Requirements Analysis, Integration, Business Process, Business Analysis, SOA, SDLC, Data Warehousing, IT Management, Visio, PL/SQL, Software Project..., Strategic Planning, Organizational..., Coaching, Execution Focus, Staff Development, Strategy, Leadership, Vendor Management, Program Management, Solution Architecture, Consulting, Project Planning, Management, Information Technology, IT Operations, SharePoint, PMP, Process Improvement, SAP, Project Portfolio..., PMO, Disaster Recovery, Business Process..., Resource Management
Education
St. Ambrose University 2007 — 2012
Masters of Organizational Leadership:
University of Wisconsin-Whitewater 1978 — 1984
Bachelor of Science, Management Computer Systems
John Deere 2012 - Present
ACT 2003 - 2012
Barjan Products 2000 - 2003
CNH Global (Case Corporation) 1997 - 2000
Ameriprise Financial Services, Inc. 1996 - 1997
Accenture (Andersen Consulting) 1990 - 1996
Skills
Software Development, Databases, ERP, CRM, IT Strategy, Enterprise Architecture, Business Intelligence, Requirements Analysis, Integration, Business Process, Business Analysis, SOA, SDLC, Data Warehousing, IT Management, Visio, PL/SQL, Software Project..., Strategic Planning, Organizational..., Coaching, Execution Focus, Staff Development, Strategy, Leadership, Vendor Management, Program Management, Solution Architecture, Consulting, Project Planning, Management, Information Technology, IT Operations, SharePoint, PMP, Process Improvement, SAP, Project Portfolio..., PMO, Disaster Recovery, Business Process..., Resource Management
Education
St. Ambrose University 2007 — 2012
Masters of Organizational Leadership:
University of Wisconsin-Whitewater 1978 — 1984
Bachelor of Science, Management Computer Systems
Leigh Major's Ameriprise Financial Services, Inc. Experience 1997 - 2003
Job Compliance Manager,Internal Controls Broker/Dealer
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2010 - Present
Kelly Financial Resources March 2010 - January 2011
Scottrade 2004 - 2010
Ameriprise Financial Services, Inc. 1997 - 2003
Education
Springfield College 1983 — 1984
Master of Education, Higher Education Administration
Wilkes University 1979 — 1983
BA, Sociology
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2010 - Present
Kelly Financial Resources March 2010 - January 2011
Scottrade 2004 - 2010
Ameriprise Financial Services, Inc. 1997 - 2003
Education
Springfield College 1983 — 1984
Master of Education, Higher Education Administration
Wilkes University 1979 — 1983
BA, Sociology
Srinivas Hasti's Ameriprise Financial Services, Inc. Experience May 2011 - May 2012
Job Founder ThinkClear Technologies
Industry Computer Software
Experience
Crony Creations August 2014 - Present
www.thinkclear.com May 2012 - Present
Quantum Retail Technology May 2012 - December 2014
Ameriprise Financial Services, Inc. May 2011 - May 2012
Interactive Brokers November 2007 - April 2011
Jquantlib.org August 2008 - January 2010
IBM July 1999 - November 2007
IBM August 1998 - June 1999
Inet technologies May 1997 - December 1997
Skills
WebSphere Application..., SOA, Core Java, Java Enterprise Edition, Websphere, Agile Methodologies, Architectures, Spring, Databases, Software Engineering, Eclipse, Middleware, JUnit, J2EE Application..., Web Development, Test Driven Development, JMS, REST, Scalability, Big Data, Cloud Computing, Mobile Applications, Agile, TDD, Distributed Caching, Architecture, WebSphere, Spring Framework, Java
Education
Western Michigan University 1996 — 1998
Masters, Computer Science
Sri Venkateswara University 1992 — 1996
Bachelors, Electrical Engineering
Crony Creations August 2014 - Present
www.thinkclear.com May 2012 - Present
Quantum Retail Technology May 2012 - December 2014
Ameriprise Financial Services, Inc. May 2011 - May 2012
Interactive Brokers November 2007 - April 2011
Jquantlib.org August 2008 - January 2010
IBM July 1999 - November 2007
IBM August 1998 - June 1999
Inet technologies May 1997 - December 1997
Skills
WebSphere Application..., SOA, Core Java, Java Enterprise Edition, Websphere, Agile Methodologies, Architectures, Spring, Databases, Software Engineering, Eclipse, Middleware, JUnit, J2EE Application..., Web Development, Test Driven Development, JMS, REST, Scalability, Big Data, Cloud Computing, Mobile Applications, Agile, TDD, Distributed Caching, Architecture, WebSphere, Spring Framework, Java
Education
Western Michigan University 1996 — 1998
Masters, Computer Science
Sri Venkateswara University 1992 — 1996
Bachelors, Electrical Engineering
Amreen Rajabali's Ameriprise Financial Services, Inc. Experience August 2005 - February 2008
Job Teacher
Industry Education Management
Experience
Austin Independent School District September 2008 - Present
Ameriprise Financial Services, Inc. August 2005 - February 2008
Education
Texas State University-San Marcos 2009 — 2011
Master of Education (M.Ed.), Educational/Instructional Technology
Southwestern University 2002 — 2005
Bachelor of Arts (B.A.), Communication and Psychology
Austin Independent School District September 2008 - Present
Ameriprise Financial Services, Inc. August 2005 - February 2008
Education
Texas State University-San Marcos 2009 — 2011
Master of Education (M.Ed.), Educational/Instructional Technology
Southwestern University 2002 — 2005
Bachelor of Arts (B.A.), Communication and Psychology
Sarah Haase, MLIS's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Librarian & information architect focused on SharePoint user adoption and enterprise governance
Industry Retail
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
SharePoint Saturday Twin Cities January 2009 - Present
Best Buy September 2013 - December 2014
Best Buy January 2012 - September 2013
Best Buy March 2008 - January 2012
Best Buy June 2005 - February 2008
Lawson Software July 2001 - May 2005
Lawson Software September 1999 - July 2001
Lawson Software April 1999 - September 1999
Lawson Software January 1997 - April 1999
Skills
Library Science, User adoption expert, Business Process..., Increasing ROI, Information Architecture, Knowledge Management, Information Retrieval, Taxonomy, Folksonomy, Experienced Speaker, Conference Coordination, Content Management, Web Content Management, Experienced Business..., Audience Analysis, Technical Writing, Technical Editing, Wikis, Wiki Markup, SharePoint, Public Speaking, Microsoft Office..., SharePoint Designer, Content Strategy, Training, Usability, Business Analysis, XML, Business Process, Program Management, Software Documentation, User Experience, Process Improvement, Lecturing, Management, Enterprise Software, SharePoint Server
Education
College of St. Catherine 2004 — 2008
MLIS, Library and Information Science
University of Wisconsin-Eau Claire 1992 — 1996
B.A., Print/Editorial Journalism and Technical Writing
Ameriprise Financial Services, Inc. January 2015 - Present
SharePoint Saturday Twin Cities January 2009 - Present
Best Buy September 2013 - December 2014
Best Buy January 2012 - September 2013
Best Buy March 2008 - January 2012
Best Buy June 2005 - February 2008
Lawson Software July 2001 - May 2005
Lawson Software September 1999 - July 2001
Lawson Software April 1999 - September 1999
Lawson Software January 1997 - April 1999
Skills
Library Science, User adoption expert, Business Process..., Increasing ROI, Information Architecture, Knowledge Management, Information Retrieval, Taxonomy, Folksonomy, Experienced Speaker, Conference Coordination, Content Management, Web Content Management, Experienced Business..., Audience Analysis, Technical Writing, Technical Editing, Wikis, Wiki Markup, SharePoint, Public Speaking, Microsoft Office..., SharePoint Designer, Content Strategy, Training, Usability, Business Analysis, XML, Business Process, Program Management, Software Documentation, User Experience, Process Improvement, Lecturing, Management, Enterprise Software, SharePoint Server
Education
College of St. Catherine 2004 — 2008
MLIS, Library and Information Science
University of Wisconsin-Eau Claire 1992 — 1996
B.A., Print/Editorial Journalism and Technical Writing
Mary Heikkila, CPPM's Ameriprise Financial Services, Inc. Experience November 2009 - December 2011
Job Senior Consultant, Improving Twin Cities
Industry Management Consulting
Experience
Improving Enterprises August 2014 - Present
The Willow Group July 2013 - July 2014
Greater Minneapolis/St. Paul area January 2012 - July 2013
Ameriprise Financial Services, Inc. November 2009 - December 2011
Ameriprise Financial August 2006 - November 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Connextion Systems Engineering 2004 - 2004
American Express Financial Advisors 2002 - 2004
GMAC Financial Services 1999 - 2001
American Express Tax & Business Services 1997 - 1999
Skills
Business Analysis, PMO, Requirements Gathering, Business Requirements, SDLC, Visio, Vendor Management, Requirements Analysis, Process Improvement, User Acceptance Testing, Business Process, Business Process Design, Program Management, Business Process..., Risk Management, Project Management, Access, Team Leadership, Change Management, Software Documentation, Financial Services, Testing, Management, Leadership, Analysis, Training, Cross-functional Team..., Consulting
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager, Project Management
St. Catherine University 2001 — 2002
General
Improving Enterprises August 2014 - Present
The Willow Group July 2013 - July 2014
Greater Minneapolis/St. Paul area January 2012 - July 2013
Ameriprise Financial Services, Inc. November 2009 - December 2011
Ameriprise Financial August 2006 - November 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Connextion Systems Engineering 2004 - 2004
American Express Financial Advisors 2002 - 2004
GMAC Financial Services 1999 - 2001
American Express Tax & Business Services 1997 - 1999
Skills
Business Analysis, PMO, Requirements Gathering, Business Requirements, SDLC, Visio, Vendor Management, Requirements Analysis, Process Improvement, User Acceptance Testing, Business Process, Business Process Design, Program Management, Business Process..., Risk Management, Project Management, Access, Team Leadership, Change Management, Software Documentation, Financial Services, Testing, Management, Leadership, Analysis, Training, Cross-functional Team..., Consulting
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager, Project Management
St. Catherine University 2001 — 2002
General
Denise Buse's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job IT Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial February 2009 - Present
Ameriprise Financial March 2008 - February 2009
Ameriprise Financial 1995 - 2009
Ameriprise Financial March 2007 - February 2008
Education
St. Catherine University 1976 — 1977
Physical Education
Frank b Kellogg High School 1974 — 1977
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial February 2009 - Present
Ameriprise Financial March 2008 - February 2009
Ameriprise Financial 1995 - 2009
Ameriprise Financial March 2007 - February 2008
Education
St. Catherine University 1976 — 1977
Physical Education
Frank b Kellogg High School 1974 — 1977
Sheana Suek's Ameriprise Financial Services, Inc. Experience April 2009 - May 2012
Job Integrated Marketing
Industry Financial Services
Experience
Westwood Holdings Group, Inc. March 2015 - Present
Ameriprise Financial May 2012 - March 2015
Ameriprise Financial Services, Inc. April 2009 - May 2012
Ameriprise Financial April 2004 - March 2009
American Express January 2000 - April 2004
American Express September 1998 - January 2000
Jostens November 1994 - September 1998
Skills
Marketing Strategy, Direct Marketing, Internal Communications, Email Marketing, Marketing, Integrated Marketing, Strategic Planning, Strategic Communications, Series 7, Digital Marketing, Multi-channel Marketing, Corporate Communications, Competitive Analysis, Cross-functional Team..., B2B Marketing, Content Management, Project Management, Strategic Partnerships, CRM
Education
Southwestern University 1990 — 1994
Bachelor's degree, International Relations and Affairs
Westwood Holdings Group, Inc. March 2015 - Present
Ameriprise Financial May 2012 - March 2015
Ameriprise Financial Services, Inc. April 2009 - May 2012
Ameriprise Financial April 2004 - March 2009
American Express January 2000 - April 2004
American Express September 1998 - January 2000
Jostens November 1994 - September 1998
Skills
Marketing Strategy, Direct Marketing, Internal Communications, Email Marketing, Marketing, Integrated Marketing, Strategic Planning, Strategic Communications, Series 7, Digital Marketing, Multi-channel Marketing, Corporate Communications, Competitive Analysis, Cross-functional Team..., B2B Marketing, Content Management, Project Management, Strategic Partnerships, CRM
Education
Southwestern University 1990 — 1994
Bachelor's degree, International Relations and Affairs
Melissa Moore Crabtree's Ameriprise Financial Services, Inc. Experience July 2013 - November 2014
Job n/a
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. July 2013 - November 2014
Southern Aluminum November 2009 - July 2013
Ameriprise Financial Services, Inc. 1999 - September 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Marketing, Budgets, Public Relations, Hospitality
Education
Southern Arkansas University 1998 — 2002
BBA, Marketing
Ameriprise Financial Services, Inc. July 2013 - November 2014
Southern Aluminum November 2009 - July 2013
Ameriprise Financial Services, Inc. 1999 - September 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Marketing, Budgets, Public Relations, Hospitality
Education
Southern Arkansas University 1998 — 2002
BBA, Marketing
Ann Roubik's Ameriprise Financial Services, Inc. Experience June 2009 - November 2012
Job Director at Geek Partnership Society
Industry Financial Services
Experience
Geek Partnership Society September 2009 - Present
Ameriprise Financial Services, Inc. June 2009 - November 2012
Ameriprise Financial December 2006 - March 2009
Ameriprise Financial March 2003 - November 2006
The Disney Store 1993 - 2003
RBC Dain Rauscher April 2001 - October 2001
Piper Jaffray July 1999 - April 2001
Video Update Inc. 1996 - 1999
Pro Staff 1995 - 1996
Manpower 1994 - 1995
Skills
Leadership, Training, Customer Service, Recruiting, Series 7, Time Management, Management, Uniform Combined State..., Sales, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Budgets, Research, Strategy, Data Analysis, Human Resources, Outlook, Business Analysis, Cross-functional Team..., Social Media
Education
St. Catherine University 1985 — 1990
B.A., Biology
Geek Partnership Society September 2009 - Present
Ameriprise Financial Services, Inc. June 2009 - November 2012
Ameriprise Financial December 2006 - March 2009
Ameriprise Financial March 2003 - November 2006
The Disney Store 1993 - 2003
RBC Dain Rauscher April 2001 - October 2001
Piper Jaffray July 1999 - April 2001
Video Update Inc. 1996 - 1999
Pro Staff 1995 - 1996
Manpower 1994 - 1995
Skills
Leadership, Training, Customer Service, Recruiting, Series 7, Time Management, Management, Uniform Combined State..., Sales, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Budgets, Research, Strategy, Data Analysis, Human Resources, Outlook, Business Analysis, Cross-functional Team..., Social Media
Education
St. Catherine University 1985 — 1990
B.A., Biology
Dale Nysetvold's Ameriprise Financial Services, Inc. Experience January 2006 - January 2007
Job Helping others to achieve greatness
Industry Hospitality
Experience
Courtyard Fort Wayne at Grand Wayne Convention Center - White Lodging December 2011 - Present
Marriott Nashville Vanderbilt November 2010 - November 2011
Courtyard /Residence Inn Austin Downtown at the Convention Center - White Lodging March 2008 - November 2010
JP Morgan Chase March 2007 - January 2008
Ameriprise Financial Services, Inc. January 2006 - January 2007
Winegarder & Hammons, Inc. March 2004 - December 2004
Winegardgner & Hammons, Inc. March 2001 - March 2003
Winegardner& Hammons, Inc. November 1999 - February 2001
Bristol Hotels & Resorts December 1998 - October 1999
Bristol Hotels & Resorts November 1997 - September 1998
Skills
Banquets, Hotels, Hotel Management, Hospitality, Hospitality Management, Restaurants, Food & Beverage, Revenue Management, Forecasting, Budgeting, Event Management, Customer Service, Hospitality Industry, Scheduling, Hiring, Operations Management, Customer Relations, P&L, Sales Management, Team Building, Food, Strategic Planning, Customer Satisfaction, Catering, Staff Development, Supervisory Skills, Event Planning, Cost Control, Resorts, Budgets, Rooms Division, Pre-opening, Revenue Analysis, Management, Process Scheduler, Front Office, Income Statement, Employee Training
Education
University of Nevada Las Vegas Lee Business School 1994 — 1996
Bachelor of Science, Hotel Administration
Southern Alberta Institute of Technology 1992 — 1994
Undergraduate, Hotel & Restaurant Management
Courtyard Fort Wayne at Grand Wayne Convention Center - White Lodging December 2011 - Present
Marriott Nashville Vanderbilt November 2010 - November 2011
Courtyard /Residence Inn Austin Downtown at the Convention Center - White Lodging March 2008 - November 2010
JP Morgan Chase March 2007 - January 2008
Ameriprise Financial Services, Inc. January 2006 - January 2007
Winegarder & Hammons, Inc. March 2004 - December 2004
Winegardgner & Hammons, Inc. March 2001 - March 2003
Winegardner& Hammons, Inc. November 1999 - February 2001
Bristol Hotels & Resorts December 1998 - October 1999
Bristol Hotels & Resorts November 1997 - September 1998
Skills
Banquets, Hotels, Hotel Management, Hospitality, Hospitality Management, Restaurants, Food & Beverage, Revenue Management, Forecasting, Budgeting, Event Management, Customer Service, Hospitality Industry, Scheduling, Hiring, Operations Management, Customer Relations, P&L, Sales Management, Team Building, Food, Strategic Planning, Customer Satisfaction, Catering, Staff Development, Supervisory Skills, Event Planning, Cost Control, Resorts, Budgets, Rooms Division, Pre-opening, Revenue Analysis, Management, Process Scheduler, Front Office, Income Statement, Employee Training
Education
University of Nevada Las Vegas Lee Business School 1994 — 1996
Bachelor of Science, Hotel Administration
Southern Alberta Institute of Technology 1992 — 1994
Undergraduate, Hotel & Restaurant Management
David Dunnmon, MBA's Ameriprise Financial Services, Inc. Experience November 2014 - February 2015
Job Experienced Project Manager
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc. November 2014 - February 2015
Prime Therapeutics November 2013 - May 2014
Wells Fargo Shareowner Services September 2013 - October 2013
Prime Therapeutics November 2012 - August 2013
Ameriprise Financial 2005 - 2012
Ameriprise Financial 2003 - 2005
Ameriprise Financial 2001 - 2003
Ameriprise Financial 1998 - 2001
Team Development Group 1993 - 1998
Interplastic Corporation 1990 - 1992
Skills
Process Improvement, Strategic Planning, Financial Management, Budget Development, Leadership Development, Managerial Finance, Six Sigma, Business Process..., Business Process..., Project Planning, Leadership, Staff Development, Change Management, Cross-functional Team..., Program Management, Business Analysis, Business Process, Strategy, Project Management, Analysis, Management, Training, Budgets, Organizational..., Business Transformation
Education
University of North Florida - College of Business Administration 1978 — 1983
MBA, Finance
Southern Polytechnic State University 1970 — 1974
BSME, Mechanical Engineering
Ameriprise Financial Services, Inc. November 2014 - February 2015
Prime Therapeutics November 2013 - May 2014
Wells Fargo Shareowner Services September 2013 - October 2013
Prime Therapeutics November 2012 - August 2013
Ameriprise Financial 2005 - 2012
Ameriprise Financial 2003 - 2005
Ameriprise Financial 2001 - 2003
Ameriprise Financial 1998 - 2001
Team Development Group 1993 - 1998
Interplastic Corporation 1990 - 1992
Skills
Process Improvement, Strategic Planning, Financial Management, Budget Development, Leadership Development, Managerial Finance, Six Sigma, Business Process..., Business Process..., Project Planning, Leadership, Staff Development, Change Management, Cross-functional Team..., Program Management, Business Analysis, Business Process, Strategy, Project Management, Analysis, Management, Training, Budgets, Organizational..., Business Transformation
Education
University of North Florida - College of Business Administration 1978 — 1983
MBA, Finance
Southern Polytechnic State University 1970 — 1974
BSME, Mechanical Engineering
Joy Dressel's Ameriprise Financial Services, Inc. Experience 1995 - 1997
Job Interior Designer LEED® Green Associate
Industry Design
Experience
Loken Studio 2014 - 2014
Salo LLC 2008 - 2013
Robert Half International 2005 - 2008
Pentair 2002 - 2005
Interelate 2000 - 2001
Thomson Reuters 1997 - 2000
Ameriprise Financial Services, Inc. 1995 - 1997
Skills
Revit, InDesign, PhotoShop, SketchUp, AutoCAD, Illustrator, Financial Analysis, Finance, Financial Modeling, Forecasting, Accounting, Financial Reporting, Strategic Financial..., Financial Planning
Education
St. Catherine University 2013 — 2015
Bachelor of Science (B.S.), Interior Design
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Business
Loken Studio 2014 - 2014
Salo LLC 2008 - 2013
Robert Half International 2005 - 2008
Pentair 2002 - 2005
Interelate 2000 - 2001
Thomson Reuters 1997 - 2000
Ameriprise Financial Services, Inc. 1995 - 1997
Skills
Revit, InDesign, PhotoShop, SketchUp, AutoCAD, Illustrator, Financial Analysis, Finance, Financial Modeling, Forecasting, Accounting, Financial Reporting, Strategic Financial..., Financial Planning
Education
St. Catherine University 2013 — 2015
Bachelor of Science (B.S.), Interior Design
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Business
Barbara (Thompson / Sorensen) Hegman's Ameriprise Financial Services, Inc. Experience January 1996 - August 2003
Job Consultant at herronpalmer
Industry Environmental Services
Experience
herronpalmer October 2012 - Present
PlantJotter LLC December 2009 - Present
M&I Bank February 2005 - June 2007
Kurt Manufacturing October 2003 - December 2004
Ameriprise Financial Services, Inc. January 1996 - August 2003
Ameriprise Financial Services, Inc. January 1994 - January 1996
Ameriprise Financial Services, Inc. February 1989 - June 1993
Skills
Landscape Design, Horticulture, Business Management, Client Relationship..., Customer Relations, Budgeting, Budgets, Strategy, Customer Service, CRM, Management, Team Building, Landscaping, Strategic Planning, Leadership
Education
University of Minnesota-Twin Cities 2007 — 2009
Masters of Agriculture in Horticulture, Horticulture & Landscape Design
St. Catherine University 1982 — 1990
B.A. Business Administration, Business Management
herronpalmer October 2012 - Present
PlantJotter LLC December 2009 - Present
M&I Bank February 2005 - June 2007
Kurt Manufacturing October 2003 - December 2004
Ameriprise Financial Services, Inc. January 1996 - August 2003
Ameriprise Financial Services, Inc. January 1994 - January 1996
Ameriprise Financial Services, Inc. February 1989 - June 1993
Skills
Landscape Design, Horticulture, Business Management, Client Relationship..., Customer Relations, Budgeting, Budgets, Strategy, Customer Service, CRM, Management, Team Building, Landscaping, Strategic Planning, Leadership
Education
University of Minnesota-Twin Cities 2007 — 2009
Masters of Agriculture in Horticulture, Horticulture & Landscape Design
St. Catherine University 1982 — 1990
B.A. Business Administration, Business Management
Charles Alvanos, CFP®, CLTC's Ameriprise Financial Services, Inc. Experience 1984 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1984 - Present
Springfield Public Schools 1980 - 1984
Springfield Public Schools 1971 - 1984
Education
Springfield College
Master of Science (M.S.), Educational Administration
Springfield College
Bachelor's degree, Education
Ameriprise Financial Services, Inc. 1984 - Present
Springfield Public Schools 1980 - 1984
Springfield Public Schools 1971 - 1984
Education
Springfield College
Master of Science (M.S.), Educational Administration
Springfield College
Bachelor's degree, Education
Jessica Magnuson's Ameriprise Financial Services, Inc. Experience June 2007 - Present
Job Business Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2007 - Present
Ameriprise Financial Services, Inc. 2010 - 2014
Ameriprise Financial Services, Inc. 2010 - 2014
Ulta 2006 - March 2012
Skills
Customer Service, Time Management, Microsoft Office, Leadership, Process Improvement, Teamwork, Public Speaking, Sales, Retail, Account Management, Business Analysis, Team Building, Strategic Planning, Investments, Sales Management, Financial Analysis, Microsoft Excel, Employee Training
Education
College of St. Catherine 2005 — 2010
Finance
Centennial High School
Ameriprise Financial Services, Inc. June 2007 - Present
Ameriprise Financial Services, Inc. 2010 - 2014
Ameriprise Financial Services, Inc. 2010 - 2014
Ulta 2006 - March 2012
Skills
Customer Service, Time Management, Microsoft Office, Leadership, Process Improvement, Teamwork, Public Speaking, Sales, Retail, Account Management, Business Analysis, Team Building, Strategic Planning, Investments, Sales Management, Financial Analysis, Microsoft Excel, Employee Training
Education
College of St. Catherine 2005 — 2010
Finance
Centennial High School
Earle Phillips, MBA's Ameriprise Financial Services, Inc. Experience June 2006 - August 2009
Job IT Director | Senior IT Consultant | Infrastructure & Software Development Program/Project Manager | Adjunct Instructor
Industry Information Technology and Services
Experience
ITT Technical Institute June 2015 - Present
UnitedHealth Group June 2015 - Present
Phillips' Enterprise March 2012 - Present
Best Buy September 2012 - October 2012
Target September 2010 - February 2012
Ameriprise Financial Services, Inc. June 2006 - August 2009
Allianz Life September 2005 - May 2006
Piper Jaffray June 2005 - August 2005
Blue Cross and Blue Shield of Minnesota August 2004 - May 2005
Medica February 2004 - July 2004
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Process Improvement, Vendor Management, Program Management, Software Project..., Visio, PMO, Business Requirements, IT Strategy, Project Portfolio..., Enterprise Architecture, SharePoint, Cross-functional Team..., Integration, MS Project, Data Warehousing, Project Delivery, Business Intelligence, IT Infrastructure..., Quality Assurance, Risk Management, Risk Assessment, Team Management, Test Management, Test Automation, System Testing, Regression Testing, User Acceptance Testing, Project Planning, Clarity, Microsoft Office, Open Workbench, C++ Language, Perl, Java, A+, Building Relationships, Leadership, Project Management, Analysis, IT Management, Servers, Waterfall, E-commerce, IT Service Management, Coaching, Infrastructure, Business Process
Education
Western New England University
Master of Business Administration (MBA), Business Administration and Management, General
Trinity College-Hartford
Master of Arts (MA), Economics of Finance
Western New England University
Bachelor of Science (BS), Finance and Accounting
Springfield Technical Community College
Associate of Science (A.S.), Computer Science
ITT Technical Institute June 2015 - Present
UnitedHealth Group June 2015 - Present
Phillips' Enterprise March 2012 - Present
Best Buy September 2012 - October 2012
Target September 2010 - February 2012
Ameriprise Financial Services, Inc. June 2006 - August 2009
Allianz Life September 2005 - May 2006
Piper Jaffray June 2005 - August 2005
Blue Cross and Blue Shield of Minnesota August 2004 - May 2005
Medica February 2004 - July 2004
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Process Improvement, Vendor Management, Program Management, Software Project..., Visio, PMO, Business Requirements, IT Strategy, Project Portfolio..., Enterprise Architecture, SharePoint, Cross-functional Team..., Integration, MS Project, Data Warehousing, Project Delivery, Business Intelligence, IT Infrastructure..., Quality Assurance, Risk Management, Risk Assessment, Team Management, Test Management, Test Automation, System Testing, Regression Testing, User Acceptance Testing, Project Planning, Clarity, Microsoft Office, Open Workbench, C++ Language, Perl, Java, A+, Building Relationships, Leadership, Project Management, Analysis, IT Management, Servers, Waterfall, E-commerce, IT Service Management, Coaching, Infrastructure, Business Process
Education
Western New England University
Master of Business Administration (MBA), Business Administration and Management, General
Trinity College-Hartford
Master of Arts (MA), Economics of Finance
Western New England University
Bachelor of Science (BS), Finance and Accounting
Springfield Technical Community College
Associate of Science (A.S.), Computer Science
Marissa Walz's Ameriprise Financial Services, Inc. Experience June 2011 - August 2012
Job Senior Process Analyst Business, Risk & Compliance
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - August 2012
Ameriprise Financial Services, Inc. December 2006 - June 2011
Ameriprise Financial Services, Inc. July 2004 - December 2006
Ameriprise Financial Services, Inc. August 2002 - June 2004
Ameriprise Financial Services, Inc. June 1999 - November 2001
Skills
Series 24, Retirement Planning, Financial Services, Series 7, Securities, Investment Advisory, Retirement, Financial Risk, Finance, Leadership, Mutual Funds, Process Improvement, FINRA, Brokerage, Management, Financial Advisory, Strategic Financial..., Risk Assessments, Training, Insurance, Risk Management, Fixed Annuities
Education
Coon Rapids High School
Coon Rapids High School
Coon Rapids High School
St. Catherine University
Bachelor's Degree, Written Communications
St. Catherine University, St. Paul, MN
Bachelor of Arts (BA), Written Communications Major and Psychology Minor, 3.3
Ameriprise Financial Services, Inc. June 2011 - August 2012
Ameriprise Financial Services, Inc. December 2006 - June 2011
Ameriprise Financial Services, Inc. July 2004 - December 2006
Ameriprise Financial Services, Inc. August 2002 - June 2004
Ameriprise Financial Services, Inc. June 1999 - November 2001
Skills
Series 24, Retirement Planning, Financial Services, Series 7, Securities, Investment Advisory, Retirement, Financial Risk, Finance, Leadership, Mutual Funds, Process Improvement, FINRA, Brokerage, Management, Financial Advisory, Strategic Financial..., Risk Assessments, Training, Insurance, Risk Management, Fixed Annuities
Education
Coon Rapids High School
Coon Rapids High School
Coon Rapids High School
St. Catherine University
Bachelor's Degree, Written Communications
St. Catherine University, St. Paul, MN
Bachelor of Arts (BA), Written Communications Major and Psychology Minor, 3.3
Linda Balazs's Ameriprise Financial Services, Inc. Experience September 2007 - September 2012
Job Contractor at Pro Staff
Industry Financial Services
Experience
Pro Staff November 2013 - Present
Minneapolis - St. Paul, Minnesota 2012 - Present
Ameriprise Financial Services, Inc. September 2007 - September 2012
Ameriprise Financial Services, Inc. August 2004 - September 2007
Ameriprise Financial Services, Inc. June 1999 - August 2004
Ameriprise Financial Services, Inc. June 1996 - June 1999
Additional Experience 1976 - 1996
Skills
Project Management, Forecasting, Management, Data Analysis, Financial Analysis, Business Analysis, Program Management, Visio, Project Planning, Business Process..., Financial Services, Business Process, Financial Reporting, Finance, Analysis, Financial Goals, Change Management, Project Portfolio..., Leadership, Process Improvement, Financial Modeling, Budgets, Cross-functional Team..., PMO, Requirements Gathering, Business Planning, Integration, Training, Gold Level National...
Education
College of St. Catherine
German Language
St. Paul Technical Vocational Institute
Computer Programming, Data Processing Certificate (2 Year Program), Business Data Processing
Pro Staff November 2013 - Present
Minneapolis - St. Paul, Minnesota 2012 - Present
Ameriprise Financial Services, Inc. September 2007 - September 2012
Ameriprise Financial Services, Inc. August 2004 - September 2007
Ameriprise Financial Services, Inc. June 1999 - August 2004
Ameriprise Financial Services, Inc. June 1996 - June 1999
Additional Experience 1976 - 1996
Skills
Project Management, Forecasting, Management, Data Analysis, Financial Analysis, Business Analysis, Program Management, Visio, Project Planning, Business Process..., Financial Services, Business Process, Financial Reporting, Finance, Analysis, Financial Goals, Change Management, Project Portfolio..., Leadership, Process Improvement, Financial Modeling, Budgets, Cross-functional Team..., PMO, Requirements Gathering, Business Planning, Integration, Training, Gold Level National...
Education
College of St. Catherine
German Language
St. Paul Technical Vocational Institute
Computer Programming, Data Processing Certificate (2 Year Program), Business Data Processing
Tom Gualdoni's Ameriprise Financial Services, Inc. Experience VP Insurance Marketing ImplementationAmeriprise Financial2001 - Present
Job VP Insurance Marketing Implementation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. VP Insurance Marketing ImplementationAmeriprise Financial2001 - Present
First Variable Life/ILona Financial 1997 - 2000
Fortis Financial Group 1982 - 1996
Skills
Retirement Planning, Retirement, Estate Planning, Variable Annuities, Mutual Funds, Securities, Sales, Series 6, Marketing, 401k, Asset Allocation, Investment Strategies, FINRA, Series 7, Asset Management, Series 63, Series 24, Portfolio Management, Fixed Annuities, Saving for Education, Wealth Management, Life Insurance, Investments, Financial Services, Alternative Investments, Insurance, Strategic Financial..., IRAs, Series 65, Relationship Management, Long-term Care, Financial Advisory, Investment Advisory
Education
Southern Illinois University, Carbondale
BME, MM
Ameriprise Financial Services, Inc. VP Insurance Marketing ImplementationAmeriprise Financial2001 - Present
First Variable Life/ILona Financial 1997 - 2000
Fortis Financial Group 1982 - 1996
Skills
Retirement Planning, Retirement, Estate Planning, Variable Annuities, Mutual Funds, Securities, Sales, Series 6, Marketing, 401k, Asset Allocation, Investment Strategies, FINRA, Series 7, Asset Management, Series 63, Series 24, Portfolio Management, Fixed Annuities, Saving for Education, Wealth Management, Life Insurance, Investments, Financial Services, Alternative Investments, Insurance, Strategic Financial..., IRAs, Series 65, Relationship Management, Long-term Care, Financial Advisory, Investment Advisory
Education
Southern Illinois University, Carbondale
BME, MM
Andrew Vietti's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Research Associate at Bioo Scientific
Industry Research
Experience
Bioo Scientific September 2012 - Present
Jarrell Independent School District August 2010 - June 2011
Temporary Contract June 2007 - August 2010
Integrative Neuroscience Laboratory 2006 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Data Analysis, Analysis, Research, Microsoft Excel, Microsoft Office, Access, PowerPoint, Statistics, Microsoft Word, SAS, Public Speaking, Customer Service, Quality Control, ELISA, PCR
Education
Austin Community College 2011 — 2012
Biotechnology Certificate, Biotechnology
Southern Illinois University, Carbondale 2005 — 2007
BS, Biological Science
Bioo Scientific September 2012 - Present
Jarrell Independent School District August 2010 - June 2011
Temporary Contract June 2007 - August 2010
Integrative Neuroscience Laboratory 2006 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Data Analysis, Analysis, Research, Microsoft Excel, Microsoft Office, Access, PowerPoint, Statistics, Microsoft Word, SAS, Public Speaking, Customer Service, Quality Control, ELISA, PCR
Education
Austin Community College 2011 — 2012
Biotechnology Certificate, Biotechnology
Southern Illinois University, Carbondale 2005 — 2007
BS, Biological Science
Sharon Bellows's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Privacy Program Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial August 2006 - October 2014
Skills
Investments, Fund Accounting, Asset Management, Securities, Mutual Funds, Employee Training, Project Management, People Management, Problem Management, Analysis, Leadership, Financial Analysis
Education
University of St. Thomas
Master's Degree, Business Administration and Management, General
Southwest Minnesota State University
Bachelor's Degree, Marketing
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial August 2006 - October 2014
Skills
Investments, Fund Accounting, Asset Management, Securities, Mutual Funds, Employee Training, Project Management, People Management, Problem Management, Analysis, Leadership, Financial Analysis
Education
University of St. Thomas
Master's Degree, Business Administration and Management, General
Southwest Minnesota State University
Bachelor's Degree, Marketing
Alison Newton's Ameriprise Financial Services, Inc. Experience May 2004 - August 2004
Job Finance Manager at Wellington Management, Inc.
Industry Real Estate
Experience
Wellington Management, Inc. January 2013 - Present
Wellington Management, Inc. January 2013 - Present
Wellington Management, Inc. December 2010 - December 2012
Wellington Management, Inc. August 2005 - November 2010
Burnet Title October 2004 - August 2005
Ameriprise Financial Services, Inc. May 2004 - August 2004
Coldwell Banker Burnet 2001 - 2004
Coldwell Banker Burnet 2001 - 2004
Skills
Real Estate, Property Management, Negotiation, Contract Negotiation, Marketing, Sales, Financial Analysis, Sellers, Marketing Strategy, Project Management, Investment Properties, Finance, Real Estate Development, Leadership
Education
College of St. Catherine 2000 — 2004
Bachelor of Arts (B.A.), Mathematical Sciences and Theology
Wellington Management, Inc. January 2013 - Present
Wellington Management, Inc. January 2013 - Present
Wellington Management, Inc. December 2010 - December 2012
Wellington Management, Inc. August 2005 - November 2010
Burnet Title October 2004 - August 2005
Ameriprise Financial Services, Inc. May 2004 - August 2004
Coldwell Banker Burnet 2001 - 2004
Coldwell Banker Burnet 2001 - 2004
Skills
Real Estate, Property Management, Negotiation, Contract Negotiation, Marketing, Sales, Financial Analysis, Sellers, Marketing Strategy, Project Management, Investment Properties, Finance, Real Estate Development, Leadership
Education
College of St. Catherine 2000 — 2004
Bachelor of Arts (B.A.), Mathematical Sciences and Theology
Char Kokkinen's Ameriprise Financial Services, Inc. Experience August 1985 - November 1999
Job Financial Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1985 - November 1999
Mercer Management Consulting June 1981 - September 1985
Skills
Financial Analysis, Financial Reporting, Financial Planning, Financial Accounting, Investments, Passed CFP Exam in..., Banking, Budgets, Finance, Financial Modeling, Forecasting, Insurance, Strategic Financial...
Education
College of St. Catherine
BA, Mathematics
University of St. Thomas
MBA, Finance
Ameriprise Financial Services, Inc. August 1985 - November 1999
Mercer Management Consulting June 1981 - September 1985
Skills
Financial Analysis, Financial Reporting, Financial Planning, Financial Accounting, Investments, Passed CFP Exam in..., Banking, Budgets, Finance, Financial Modeling, Forecasting, Insurance, Strategic Financial...
Education
College of St. Catherine
BA, Mathematics
University of St. Thomas
MBA, Finance
Jennifer Eck's Ameriprise Financial Services, Inc. Experience January 1998 - July 2002
Job Controller at Harkraft, Inc.
Industry Building Materials
Experience
Harkraft, Inc. April 2009 - Present
Ameriprise Financial Services, Inc. January 1998 - July 2002
Skills
Executive Pay, Personnel Management, Benefits Administration, Employee Benefits, New Hire Orientations, Compensation & Benefit, Incentive Programs, Human Resources, Succession Planning, Organizational..., Onboarding, Performance Management, HRIS, HR Policies, Employee Relations
Education
University of Minnesota - Carlson School of Management 1991 — 1993
M.A. coursework complete, Industrial Relations
College of St. Catherine 1986 — 1990
B.A., Psychology
Harkraft, Inc. April 2009 - Present
Ameriprise Financial Services, Inc. January 1998 - July 2002
Skills
Executive Pay, Personnel Management, Benefits Administration, Employee Benefits, New Hire Orientations, Compensation & Benefit, Incentive Programs, Human Resources, Succession Planning, Organizational..., Onboarding, Performance Management, HRIS, HR Policies, Employee Relations
Education
University of Minnesota - Carlson School of Management 1991 — 1993
M.A. coursework complete, Industrial Relations
College of St. Catherine 1986 — 1990
B.A., Psychology
Julie Blanek's Ameriprise Financial Services, Inc. Experience April 2008 - Present
Job Owner at Creek Valley Property Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2008 - Present
Creek Valley Property Management May 2004 - Present
Burlington Northern Santa Fe June 1982 - February 2001
Education
Southern Methodist University - Cox School of Business 1986 — 1988
MBA, Marketing
University of Minnesota - Carlson School of Management 1977 — 1982
BSBA, Finance
Ameriprise Financial Services, Inc. April 2008 - Present
Creek Valley Property Management May 2004 - Present
Burlington Northern Santa Fe June 1982 - February 2001
Education
Southern Methodist University - Cox School of Business 1986 — 1988
MBA, Marketing
University of Minnesota - Carlson School of Management 1977 — 1982
BSBA, Finance
Lynda D'Amico's Ameriprise Financial Services, Inc. Experience September 2005 - July 2006
Job IT Acquisitions Coordinator at L.L.Bean
Industry Retail
Experience
L.L.Bean November 2014 - Present
Sea Bags, LLC April 2014 - October 2014
L.L.Bean July 2006 - April 2014
Ameriprise Financial Services, Inc. September 2005 - July 2006
L.L.Bean January 1999 - March 2001
L.L.Bean January 1997 - January 1999
L.L.Bean January 1993 - January 1997
L.L.Bean January 1991 - January 1993
Skills
Financial Analysis, Data Analysis, Forecasting, Analytics, Finance, Process Improvement, Competitive Analysis, Business Analysis, Financial Modeling, Cross-functional Team..., Business Process..., Market Research, Management, Strategic Planning, Budgets, Leadership, Analysis, Marketing Strategy, Retail
Education
Southern New Hampshire University 1992 — 1996
MBA, Business
University of New Hampshire 1980 — 1984
BS, Mechanical Engineering
L.L.Bean November 2014 - Present
Sea Bags, LLC April 2014 - October 2014
L.L.Bean July 2006 - April 2014
Ameriprise Financial Services, Inc. September 2005 - July 2006
L.L.Bean January 1999 - March 2001
L.L.Bean January 1997 - January 1999
L.L.Bean January 1993 - January 1997
L.L.Bean January 1991 - January 1993
Skills
Financial Analysis, Data Analysis, Forecasting, Analytics, Finance, Process Improvement, Competitive Analysis, Business Analysis, Financial Modeling, Cross-functional Team..., Business Process..., Market Research, Management, Strategic Planning, Budgets, Leadership, Analysis, Marketing Strategy, Retail
Education
Southern New Hampshire University 1992 — 1996
MBA, Business
University of New Hampshire 1980 — 1984
BS, Mechanical Engineering
George A. Baird, CFP, CRPC's Ameriprise Financial Services, Inc. Experience February 1981 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1981 - Present
Education
Springfield College 1967 — 1971
Bachelors of Science, Community Leadership
Ameriprise Financial Services, Inc. February 1981 - Present
Education
Springfield College 1967 — 1971
Bachelors of Science, Community Leadership
Jody Schult's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Director Compensation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. September 2010 - August 2013
Ameriprise Financial Services, Inc. October 2006 - September 2010
Fish & Richardson P.C. December 2005 - October 2006
Mesaba Airlines December 2003 - December 2005
Mesaba Airlines July 2001 - December 2003
Mesaba Airlines April 2000 - July 2001
Skills
Human Resources, Onboarding, Performance Management, Employee Relations, Recruiting, PeopleSoft, Employee Engagement, Compensation & Benefit
Education
College of St. Catherine 1998 — 2004
Master's degree, Organizational Leadership
University of St. Thomas 1992 — 1996
Bachelor's degree, Psychology and Criminal Justice
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. September 2010 - August 2013
Ameriprise Financial Services, Inc. October 2006 - September 2010
Fish & Richardson P.C. December 2005 - October 2006
Mesaba Airlines December 2003 - December 2005
Mesaba Airlines July 2001 - December 2003
Mesaba Airlines April 2000 - July 2001
Skills
Human Resources, Onboarding, Performance Management, Employee Relations, Recruiting, PeopleSoft, Employee Engagement, Compensation & Benefit
Education
College of St. Catherine 1998 — 2004
Master's degree, Organizational Leadership
University of St. Thomas 1992 — 1996
Bachelor's degree, Psychology and Criminal Justice
Larry Stawar'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
MorganStanley SmithBarney LLC November 1983 - May 2009
Merrill Lynch January 1980 - November 1983
Education
Webster University 1977 — 1979
Master of Arts (MA), Business Administration and Management, General
Southern Illinois University, Edwardsville 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. May 2009 - Present
MorganStanley SmithBarney LLC November 1983 - May 2009
Merrill Lynch January 1980 - November 1983
Education
Webster University 1977 — 1979
Master of Arts (MA), Business Administration and Management, General
Southern Illinois University, Edwardsville 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Joseph G. O'Keefe's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley June 2006 - February 2012
Education
Southern New Hampshire University 1985 — 1989
Economics/Finance
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley June 2006 - February 2012
Education
Southern New Hampshire University 1985 — 1989
Economics/Finance
Jennifer Fuhrmann's Ameriprise Financial Services, Inc. Experience March 2012 - December 2013
Job Consultant at Trissential
Industry Financial Services
Experience
Trissential April 2015 - Present
MoneyGram International March 2014 - April 2015
MoneyGram International December 2013 - March 2014
Ameriprise Financial Services, Inc. March 2012 - December 2013
Ameriprise Financial Services, Inc. March 2009 - March 2012
Ameriprise Financial Services, Inc. August 2006 - March 2009
UnitedHealth Group August 2003 - June 2006
McGladrey June 2000 - May 2003
McGladrey October 1997 - June 2000
Skills
Financial Analysis, Business Analysis, Strategic Financial..., Process Improvement, Financial Modeling, Insurance, Leadership, Risk Management, Change Management, Data Analysis, Banking, Financial Services, Finance, Business Process..., Management, Cross-functional Team..., Strategy, SDLC, Business Process, Vendor Management, IT Strategy, Program Management
Education
College of St. Catherine 1987 — 1991
Bachelor of Arts (B.A.), Business / Nutrition
Trissential April 2015 - Present
MoneyGram International March 2014 - April 2015
MoneyGram International December 2013 - March 2014
Ameriprise Financial Services, Inc. March 2012 - December 2013
Ameriprise Financial Services, Inc. March 2009 - March 2012
Ameriprise Financial Services, Inc. August 2006 - March 2009
UnitedHealth Group August 2003 - June 2006
McGladrey June 2000 - May 2003
McGladrey October 1997 - June 2000
Skills
Financial Analysis, Business Analysis, Strategic Financial..., Process Improvement, Financial Modeling, Insurance, Leadership, Risk Management, Change Management, Data Analysis, Banking, Financial Services, Finance, Business Process..., Management, Cross-functional Team..., Strategy, SDLC, Business Process, Vendor Management, IT Strategy, Program Management
Education
College of St. Catherine 1987 — 1991
Bachelor of Arts (B.A.), Business / Nutrition
Nagaraj Jalappagari's Ameriprise Financial Services, Inc. Experience 2007 - 2012
Job Database Administrator at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs March 2015 - Present
American Express 2012 - 2015
Tata Consultancy Services March 2007 - 2015
Ameriprise Financial Services, Inc. 2007 - 2012
Skills
DB2, IBM Mainframe, Database Administration, IMS DB/DC, Shell Scripting, PL/SQL, UDB, COBOL, DB2 FOR Z/OS, PL SQL, JCL, Omegamon, ITIL Certified, Problem Management, Sybase Adaptive Server, Sybase IQ, MongoDB, PostgreSQL, Oracle, IBM Certified Database...
Education
Sri Venkateswara University 2002 — 2006
Bachelor of Technology (B.Tech.), ELECTRONICS AND COMMUNICATION ENGINEERING
Goldman Sachs March 2015 - Present
American Express 2012 - 2015
Tata Consultancy Services March 2007 - 2015
Ameriprise Financial Services, Inc. 2007 - 2012
Skills
DB2, IBM Mainframe, Database Administration, IMS DB/DC, Shell Scripting, PL/SQL, UDB, COBOL, DB2 FOR Z/OS, PL SQL, JCL, Omegamon, ITIL Certified, Problem Management, Sybase Adaptive Server, Sybase IQ, MongoDB, PostgreSQL, Oracle, IBM Certified Database...
Education
Sri Venkateswara University 2002 — 2006
Bachelor of Technology (B.Tech.), ELECTRONICS AND COMMUNICATION ENGINEERING
Ivelisse Osorio's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Customer Service Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Present Columbia Management January 2014 - Present
Citizens Bank January 2012 - September 2013
Citizens Bank January 2013 - January 2013
US trust Bank of America September 2005 - November 2011
Clean Water America Alliance CHANGES NAME to U.S. Water Alliance January 2005 - January 2011
Fidelity Investments January 2002 - January 2004
Skills
Finance, Trust Officer,..., Bi-lingual, FINRA Licenses 6&63, over 15 years inthe..., Banking, Financial Risk, Access, Mutual Funds, Sales, Financial Analysis, Retirement, Finance, Investments, Mortgage Lending, Compliance, Anti Money Laundering
Education
Catholic University of Puerto Rico
English Education
Southern New Hampshire University
Master of Science (MS) Working, Finance/ Business Administration
Ameriprise Financial Services, Inc. January 2014 - Present
Present Columbia Management January 2014 - Present
Citizens Bank January 2012 - September 2013
Citizens Bank January 2013 - January 2013
US trust Bank of America September 2005 - November 2011
Clean Water America Alliance CHANGES NAME to U.S. Water Alliance January 2005 - January 2011
Fidelity Investments January 2002 - January 2004
Skills
Finance, Trust Officer,..., Bi-lingual, FINRA Licenses 6&63, over 15 years inthe..., Banking, Financial Risk, Access, Mutual Funds, Sales, Financial Analysis, Retirement, Finance, Investments, Mortgage Lending, Compliance, Anti Money Laundering
Education
Catholic University of Puerto Rico
English Education
Southern New Hampshire University
Master of Science (MS) Working, Finance/ Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank