Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - May 2015
Peppermints Family Restaurant June 2010 - August 2014
Greek Orthodox Church of the Annunciation January 2010 - April 2011
Education
St. John Fisher College 2011 — 2015
Bachelor's Degree, Corporate Finance, Senior
Honeoye Falls- Lima High School 2008 — 2011
High School Diploma
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - September 2013
Clarke May 2007 - September 2010
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2010
Bachelor's degree, Finance
Holdingford High School
Collegis Education August 2015 - Present
Ameriprise Financial Services, Inc. December 2014 - August 2015
Collegis Education July 2013 - December 2014
Rasmussen College March 2012 - July 2013
TCF Bank July 2011 - December 2011
Student Support Services at St. Olaf College August 2009 - May 2010
Student Support Services at St. Olaf College October 2006 - May 2010
Skills
Budgets, Microsoft Excel, Critical Thinking, Microsoft Word, Forecasting, Economics, Data Analysis, PowerPoint, Time Management, Microsoft Office, Spreadsheets, Analysis, Outlook, Affiliate Marketing, Affiliate Management, Marketing, Marketing Communications, Digital Marketing, Database Marketing, Eloqua, Email Marketing, Lead Generation, Event Management, Student Affairs, Finance, Management
Education
St. Olaf College 2006 — 2010
Bachelors, Economics
Gateway High School 2002 — 2006
High School Diploma
Charles Schwab August 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - July 2015
Amplify Financial March 2010 - March 2011
121 Business Software Consulting September 2007 - November 2008
Education
St. Edward's University
BBA, Finance
St. Edward's University
BA, English
Ameriprise Financial Services, Inc. May 2014 - August 2014
HBIF of Florida, Inc. January 2014 - May 2014
Advance Auto Parts May 2013 - May 2014
Boys Town August 2012 - December 2012
TJ Maxx October 2011 - December 2012
Skills
Time Management, Sales, Retail, Management, Customer Service, Nonprofits, Leadership, Teamwork, PowerPoint, Microsoft Excel
Education
University of Central Florida 2012 — 2013
Bachelor of Business Administration, Finance, General
State College of Florida-Manatee-Sarasota 2011 — 2012
Associate of Arts (AA)
UnitedHealth Group June 2015 - Present
St. Olaf College September 2013 - June 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Obermueller for Congress June 2013 - August 2013
Mutual of Omaha May 2013 - August 2013
Mutual of Omaha July 2012 - August 2012
Education
St. Olaf College 2011 — 2015
Bachelor of Arts in Economics and English, Management Studies Emphasis, GPA: 3.94/4.00
Centre for Medieval & Renaissance Studies, in association with Keble College, Oxford University 2014 — 2014
English Literature (British and Commonwealth)
Ameriprise Financial Services, Inc. February 2009 - Present
Merrill Lynch September 2006 - February 2009
IBM June 1970 - August 2001
Education
St. Edward's University
MBA, Business Management
William Paterson University of New Jersey
BA
zulily July 2015 - Present
PetSmart October 2012 - June 2015
PetSmart October 2011 - October 2012
Allstate August 2010 - October 2011
Ameriprise Financial Services, Inc. November 2009 - July 2010
Scottrade June 2008 - September 2008
Skills
Financial Analysis, Research, Microsoft Excel, Customer Service, Forward Thinking, Expense Management, Financial Modeling, Financial Forecasting, Time Management, Microstrategy, Budgets, Finance, Financial Planning, Forecasting, Process Improvement
Education
St. Cloud State University - Herberger Business School 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Baker Tilly Virchow Krause, LLP September 2014 - Present
St. Norbert College Career Services January 2013 - May 2014
Landmark Real Estate and Development May 2012 - August 2013
Ameriprise Financial Services, Inc. August 2011 - August 2012
St. Norbert College Career Services September 2010 - May 2012
Noodles and Company September 2008 - August 2011
Skills
Critical Thinking, Microsoft Excel, Time Management, Research, Customer Service, Microsoft Office, Editing, Teamwork, Marketing Strategy, Public Speaking, Sales, Microsoft Word, Management, PowerPoint, Advertising, Accounting, Leadership
Education
St. Norbert College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting/Business
Florence University of the Arts 2012 — 2012
Italian Studies
Schwarz Dygos Wheeler Investment Advisors July 2008 - Present
Ameriprise Financial Services, Inc. 2000 - 2008
Skills
Retirement Planning, Valuation, Mutual Funds, Investments, Insurance, Retirement, Asset Allocation, Financial Services, Asset Management, Financial Advisory, Series 63, Finance, Wealth Management, Investment Advisory, Life Insurance, Financial Analysis, Investment Strategies, Portfolio Management, Wealth Management..., Estate Planning, Strategic Financial..., Securities, Credit, Financial Planning
Education
St. Olaf College 1996 — 2000
Bachelor of Arts (B.A.), Economics
St. Olaf College
Economics
Bankers Life and Casualty Company January 2013 - Present
Ameriprise Financial Services September 2005 - December 2012
Ameriprise Financial Services, Inc. 2005 - 2012
Chrysler Jeep of Woodbury LLC October 2002 - June 2005
Cycle World of Cherry Hill LLC December 1999 - October 2002
Skills
Accounting, Insurance, Life Insurance, Management, Sales
Education
St. Cloud State University
B.S, Finance
Barnesville, MN
High school
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - June 2015
Woodbury Financial Services January 2012 - May 2013
University of St. Thomas and University of Minnesota January 2003 - February 2013
Woodbury Financial Services September 2006 - April 2012
Woodbury Financial Services October 2005 - September 2006
Ameriprise Financial Services, Inc October 1991 - October 2005
Skills
Financial Services, Series 7, Series 63, Series 24, Maximizing Top-Line P&L, Building Strong..., Networking, Building World Class..., RIA Development and..., Strategic Negotiations, Financial Recruiting, Mentoring New Hires, Mentoring Of Staff, Retirement Planning, Estate Planning, Wealth Management, Employee Benefits..., Mutual Funds, Business Strategy, Key Account Mangement, Wholesale Operations, Formerly held Life,..., Formerly held Property..., Employee Benefits, Certified Financial..., Life Insurance, Training Delivery, Investment Advisory..., Holistic Financial..., Sales, Relationship Management, FINRA, Finance, Financial Goals, Financial Advisory, Strategic Financial..., Investments, Fixed Annuities, Financial Planning
Education
University of Saint Thomas - School of Business 1995 — 1996
Master of Business Administration (MBA) - In Progress, Business Administration and Management, General
Saint Cloud State University - G.R. Herberger College of Business 1987 — 1991
BS, Finance, Graduated Cum Laude
Northern Trust Corporation May 2014 - Present
Northern Trust Corporation April 2013 - April 2014
Northern Trust Corporation May 2012 - April 2013
Ameriprise Financial Services, Inc. October 2011 - May 2012
St. Norbert College September 2011 - May 2012
St. Norbert College January 2009 - May 2012
BT Trucking and Brokerage December 2011 - January 2012
USDA June 2011 - August 2011
IGL Real Estate January 2011 - February 2011
Education
St. Norbert College 2008 — 2012
Bachelor of Science (B.S.), Mathematics
University of Limerick 2010 — 2010
AIG Financial Distributors July 2014 - Present
Transamerica Capital, Inc. July 2013 - June 2014
Quantitative Advantage, LLC January 2011 - June 2013
Ameriprise Financial Services, Inc. September 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - August 2010
Ameriprise Financial June 2005 - March 2007
Skills
Business Development, Outside Sales, Territory Development, Territory Management, Financial Product..., Public Speaking, Certified Financial..., ETFs, Variable Annuities, Investment Advisory, Tactical Asset..., Roadshows, Investments, Retirement, Sales Force Development, Retirement Planning, Mutual Funds, Series 63, Investment Management, Equities, Fixed Annuities, Series 7, Asset Allocation, Financial Advisory, Separately Managed...
Education
St. Olaf College 2001 — 2005
B.A., Economics, Religion
Armstrong High School
Ameriprise Financial Services, Inc. June 2013 - Present
Yellowbook August 2006 - August 2009
Education
St. Francis College 1986 — 1989
Ameriprise Financial Services, Inc. July 2012 - Present
Ameriprise Financial Services, Inc. October 2005 - July 2012
American Express Financial Advisors March 1999 - October 2005
Skills
Securities, Mutual Funds, Risk Management, Asset Management, Series 7, Series 24, Series 63, FINRA, Financial Risk, Investments, Financial Services, Wealth Management, Equities, Investment Advisory, Fixed Income, Portfolio Management, Banking, Capital Markets, Alternative Investments
Education
St. Olaf College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Pharmaceutical Strategies Group - PSG May 2015 - Present
Pharmaceutical Strategies Group - PSG January 2014 - Present
Pharmaceutical Strategies Group - PSG December 2011 - January 2014
Ameriprise Financial Services, Inc. December 2010 - December 2011
Express Scripts March 2010 - December 2010
Express Scripts March 2006 - March 2010
SUPERVALU July 2004 - March 2006
SUPERVALU June 2002 - July 2004
SUPERVALU June 2001 - August 2001
Skills
Competitive Analysis, Financial Analysis, Business Analysis, Analysis, Healthcare, Managed Care, Analytics
Education
St. Olaf College 1998 — 2002
Bachelor's Degree, Economics
Ameriprise Financial Services, Inc. June 2008 - Present
TCF Bank June 2007 - June 2008
Thies & Talle Property Management December 2004 - January 2007
Education
Saint Cloud State University - G.R. Herberger College of Business 2002 — 2006
Bachlor of Science, Finance
Ameriprise Financial Services, Inc. January 2015 - Present
Zloh Enterprises January 2008 - Present
Prime Therapeutics September 2008 - January 2015
Boston Scientific CRM August 2003 - September 2008
Accenture (formerly Andersen Consulting) May 2000 - August 2003
Skills
Business Intelligence, Data Warehousing, Databases, Websphere, Enterprise Architecture, Software Development, Oracle, Microsoft SQL Server, Architecture, Solaris, Security, SaaS, DB2, Enterprise Software, Servers, Business Process, IT Management, Leadership
Education
Saint Cloud State University - G.R. Herberger College of Business 1997 — 2001
Business Administration
Woodbury High School
Stanford Student Enterprises June 2013 - September 2013
Pres Solutioneering June 2012 - August 2013
SAT Tutors Hawaii May 2012 - May 2013
InoviGroup May 2012 - September 2012
Iolani School June 2012 - July 2012
Ameriprise Financial Services, Inc. May 2010 - September 2010
Skills
C++, Social Media, Failing And Learning..., New Business Development, Client Development, Customer Service, Project Management, Research, Teaching, Budgets, Strategic Planning, Negotiation, Cold Calling, Financial Analysis, Strategic Financial..., Account Management, Event Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Java, Market Research
Education
Stanford University 2010 — 2014
Management Science and Engineering, Financial Analyst, Junior
Iolani School 1997 — 2010
Ameriprise Financial August 2012 - Present
Ameriprise Financial Services, Inc. August 2006 - August 2012
Ameriprise Financial Services, Inc. July 2005 - August 2006
Eisenhower Elementary September 2004 - June 2005
Allianz Life September 2002 - December 2003
Thrivent Financial October 1998 - September 2002
American Heart Association American Stroke Association October 1997 - August 1998
Remedy Intelligent Staffing August 1996 - August 1997
Central Middle School, Eden Prairie School Dist. #272 August 1994 - June 1996
Richfield Intermediate School - Richfield School District #280 August 1993 - June 1994
Skills
Public Speaking, Customer Service, Insurance, Fixed Annuities, Customer Satisfaction, Process Improvement, Data Analysis, Project Management, Microsoft Office, Business Analysis, Variable Annuities, Program Management, Leadership, Requirements Gathering, Visio
Education
University of Minnesota-Twin Cities 1991 — 1994
Masters, Special Education
St. Olaf College 1987 — 1991
BS, Psychology & Social Studies Education
White Bear Lake HS
Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial May 2014 - Present
Ameriprise Financial Services, Inc. August 2003 - April 2014
Education
The University of Texas at San Antonio 2003 — 2005
MBA
St. Mary's University 1999 — 2003
BBA, Corporate Finance
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - October 2014
St. Olaf College June 2012 - May 2013
St. Olaf College September 2009 - May 2013
Best Buy June 2012 - August 2012
St. Olaf College May 2010 - May 2012
Sati Coffee and Crepes June 2007 - September 2009
Skills
Lawson HRIS, Public Speaking, Management, Microsoft Office, Visio, PowerPoint, Microsoft Excel, Microsoft Word, Organization, SPSS, Volunteer Management, PeopleAdmin, Labor Economics, Macroeconomics, I/O Psychology, Social Psychology, Human Resources, Strategy, Leadership, Compensation & Benefit, Workers Compensation
Education
St. Olaf College 2009 — 2013
B.A., Economics, Political Science
Ameriprise Financial Services, Inc. November 2014 - Present
RBC Wealth Management April 2005 - May 2014
Fidelity Investments September 1999 - May 2003
Education
St. Petersburg College 2013 — 2016
Associate of Arts (A.A.), International Business and Economics
Ameriprise Financial Services, Inc. June 2000 - Present
Enterprise Community Investment, Inc June 2000 - September 2000
Education
St. Mary's College of Maryland 1996 — 2000
B.A., Economics, Cum Laude
Ameriprise Financial Services, Inc. January 2014 - Present
Thomson Reuters October 2011 - January 2014
Securian Financial Group June 2011 - September 2011
Securian Financial Group September 2008 - June 2011
Securian Financial Group June 2005 - September 2008
Securian Financial Group June 2004 - August 2004
Education
St. Olaf College 2001 — 2005
BA, Computer Science, Mathematics
Pegaesus Advisors May 2011 - Present
Northeast Planning Associates February 2008 - Present
Ameriprise Financial Services, Inc. November 2002 - January 2008
Skills
Finance, Financial Services, Management
Education
St. Lawrence University 1998 — 2002
Bachelor of Arts (B.A.), Sociology
The Green Mountain Valley School 1994 — 1998
Azeos Group LLC 2002 - Present
Lawson Software 2008 - 2011
Lawson Software 2008 - 2008
Lawson Software 2006 - 2006
Ameriprise Financial Services, Inc. 2005 - 2006
Best Buy 2003 - 2005
Best Buy 2002 - 2003
Best Buy 2001 - 2001
Morey’s Seafood International 2001 - 2001
Best Buy 2000 - 2000
Skills
Project Management..., •Project and Program..., •Acquisition..., •Software Development..., •Team Development and..., •Strategic Planning..., •Change and Risk..., •Release Management, •Packaged Vendor..., •Contract Drafting and..., •Requirements..., •Requirements..., •Gap Analysis, Strategy, ERP, Program Management, Enterprise Software, Leadership, Integration, Mergers, SDLC, Management, Risk Management, Project Management, Due Diligence, Negotiation, Project Planning, Acquisition Integration, Business Strategy, Mergers & Acquisitions, Human Resources, Team Leadership
Education
St. Olaf College
Bachelor's Degree, Liberal Arts
NYC Department of Education September 2009 - Present
HSBC Securities April 2007 - May 2009
Ameriprise Financial Services, Inc. March 2006 - March 2007
Skills
Mathematics, Retirement Planning, Strategic Financial..., Series 7, Investments, Mutual Funds, Investment Strategies, Wealth Management, Asset Allocation, Securities, Estate Planning, Financial Analysis, Fixed Annuities, Curriculum Design, Classroom Management, Differentiated...
Education
Saint John's University 2009 — 2011
MS, Education
Saint Joseph's College 2004 — 2006
Bachelor of Science, Computer Information Systems
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2011 - 2013
Ameriprise Financial March 2006 - March 2012
Ameriprise Financial Services, Inc. July 2003 - March 2006
American Express June 2000 - July 2003
American Express September 1998 - June 2000
American Express January 1997 - September 1998
Olde Discount Stockbrokers May 1996 - December 1996
Skills
Cross-functional Team..., Business Process..., Management, Vendor Management, Process Improvement, SDLC, Product Management, Analytics, Program Management, Financial Services, Project Portfolio..., PMO, Business Process, Analysis, Six Sigma, Strategic Planning, Leadership, Finance, Risk Management, Business Analysis, IT Strategy, Investments, CRM, Competitive Analysis, Relationship Management, Portfolio Management, Marketing, Business Strategy, Strategy, Change Management, Mergers & Acquisitions, Negotiation, Business Development, Banking, Customer Experience
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Management
St. Olaf College 1992 — 1996
BA, Economics
Ameriprise Financial Services, Inc. October 2008 - Present
Banking and Financial Compaies January 1978 - September 2008
Education
St. Petersburg College
Finance
Comprehensive Wealth Solutions, Inc. November 2010 - Present
Ameriprise Financial Services, Inc. May 2007 - November 2010
Advance Auto Parts, Inc January 2001 - April 2006
Kmart Stores June 2000 - January 2001
Tops Markets (Ahold USA) October 1989 - June 2000
Skills
Strategic Financial..., Finance, Investments, Management, Retirement Planning, Financial Advisory, Financial Services, Forecasting, Strategic Planning, Analysis, Leadership, Financial Analysis, Cash Flow, Securities, Wealth Management..., Financial Planners, Income Statement, Budgets, Portfolio Management, P&L, FINRA, Asset Allocation, Mutual Funds, Insurance, IRAs, Retail, Cross-functional Team..., Uniform Combined State..., Plannning, Financial Modeling, Investment Management, Business Planning, Income Tax, Corporate Finance, Wealth Management, Managerial Finance, Retirement, Asset Management, Series 7, Executive Management, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Alternative Investments, Separately Managed..., 401k, Team Leadership, Cash Management, Pricing, Risk Management
Education
State University of New York at Buffalo - School of Management 1987 — 1989
BS, Accounting and Finance
Southwestern Central HS
Ameriprise Financial Services, Inc. September 2015 - Present
2003 Girls Machine Hockey Team 2012 - September 2015
Xcel Energy September 2006 - September 2015
New Prague Schools July 2004 - May 2006
Chaska Herald July 1995 - July 2004
Skills
Energy, Crisis Communications, Strategic Communications, Corporate Communications, Internal Communications, Media Relations, Spokesperson, Renewable Energy, Communications Planning, Crisis Management, Public Relations, Energy Efficiency, Speech Writing, Press Releases, Newsletters, Marketing Communications, Web Content Management, Editing, Social Media, Project Management, Journalism, Publicity, Copywriting, Web Content, Publications, Feature Articles, Newspapers, Sports Coaching, Public Speaking, Sports
Education
St. Cloud State University 1988 — 1994
Bachelor of Applied Science (BASc), Communications
Target September 2014 - Present
Ameriprise Financial Services, Inc. June 2014 - August 2014
Cooper Brothers Trucking May 2014 - June 2014
The Home Depot March 2013 - May 2014
First Merit Bank May 2011 - January 2012
Skills
Data Analysis, Microsoft Office, Public Speaking, PowerPoint, Research, Business Strategy, Management Consulting
Education
Malone University 2012 — 2014
Bachelor of Arts (B.A.), Organizational Management in Applied Business
Stark State College of Technology 2008 — 2010
Associate's Degree, Marketing Management Technology
Consilium Wealth Group September 2013 - Present
Ameriprise Financial Services, Inc. September 2008 - September 2013
Rimbach Gymnasium, Germany August 2007 - August 2008
Education
St. Olaf College 2003 — 2007
Bachelor of Arts (BA), Music and Management Studies
Ameriprise Financial Services, Inc. July 2014 - Present
Boston Scientific May 2013 - August 2013
Guidewire Software May 2012 - August 2012
Edina Soccer Association May 2011 - August 2012
Education
St. Olaf College 2010 — 2014
Bachelor's degree, Economics and Management
Edina High School 2007 — 2010
Deutsche Asset & Wealth Management May 2014 - Present
Legg Mason Global Asset Management April 2007 - April 2014
Ameriprise Financial Services, Inc. April 2002 - April 2007
UBS May 2001 - April 2002
Skills
CRPC, CMFC, Series 7, Series 63
Education
St. Olaf College
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. January 2013 - Present
Pehrson Lodge Resort May 2012 - October 2012
St. Olaf College June 2011 - August 2011
Laufenberg Quarterly Economic Forecasting and Consulting May 2010 - August 2010
Skills
Research, Economics, Microsoft Excel, Financial Analysis, Cash Flow Forecasting, Cash Management, Microsoft Office, Excel, Microsoft Word, Eviews, Bloomberg, R, Gretl, Skilled Multi-tasker, Strategic Planning, Teamwork
Education
St. Olaf College 2008 — 2012
Bachelor's degree, Economics, Management
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - Present
Vail Resorts November 2012 - Present
University of Minnesota August 2013 - December 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Digital River August 2012 - May 2013
Digital River May 2012 - August 2012
State Farm Insurance May 2011 - September 2011
Skills
Data Analysis, E-commerce, Microsoft Excel, Business Analysis, Financial Analysis
Education
University of Minnesota-Twin Cities 2012 — 2013
Master of Science (M.S.), Applied Economics, 3.76
St. Olaf College 2009 — 2012
Bachelor of Arts (BA), Mathematics
Ameriprise Financial Services, Inc. May 2004 - Present
Verizon August 1998 - November 2003
West Marine April 1995 - August 1998
Hampton Watercraft & Marine June 1993 - December 1994
Education
University of Tampa - John H. Sykes College of Business
Master of Business Administration (M.B.A.)
University of Tampa
Bachelor of Science (BS)
Suffolk County Community College
Associate of Science (A.S.)
St. Lawrence University 1991 — 1993
Ameriprise Financial Services, Inc. December 2000 - Present
Education
St. Olaf College 1971 — 1975
Bachelor of Arts (BA), Sociology
TouchPoint Financial Group January 2014 - Present
Ameriprise Financial Services, Inc. August 1995 - December 2013
T Hill & Associates, Inc. February 1988 - July 1995
Education
The American College 2002 — 2003
Chartered Financial Consultant, Retirement Planning
The American College 2001 — 2002
CFP®, Investment and Income Tax Planning, Retirement and Estate Planning, Employee Benefits Planning
Saint Lawrence University 1978 — 1982
B.A., Economics
Ameriprise Financial Services, Inc. April 2015 - Present
Washington University School of Medicine April 2013 - April 2015
FrontDoor LLC April 2012 - April 2013
SCK Inc October 2010 - April 2012
Skills
Management, Program Management, IIS, SharePoint, SQL, JavaScript, Microsoft Exchange, Active Directory, Customer Service, Jelly, AJAX, Team Leadership, Customer Satisfaction, Visio, Crystal Reports, ServiceNow, VB.NET, LAN-WAN, WAP, Microsoft Technologies, Microsoft Office, Inventory Management, Archibus, Store Management, Sales Management, Consumer Electronics, Sales, Team Building, Inventory Control, Sales Operations, Customer Experience, Mobile Device Management, airwatch, Web Development
Education
University of Missouri-Saint Louis 2008 — 2012
Bachelor of Science (BS), Management Information Systems, General
Washington University in St. Louis
St. Louis Community College
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. February 2007 - August 2012
Accenture 1995 - 2007
Skills
SDLC, PMO, Business Process..., Program Management, Business Analysis, IT Strategy, Risk Management, Project Management, Project Planning, MS Project, Scope Management, Cost Management, Time Management, Clarity, Issue Management, Team Leadership, Problem Solving, Project Status Reporting, Financial Services, Leadership, Vendor Management
Education
Saint Cloud State University - G.R. Herberger College of Business 1990 — 1995
Bachelor of Science (B.S.), Management Information Systems, General
Ameriprise Financial Services, Inc. May 2012 - Present
Skills
Retirement Planning..., Investments, Education Planning, Tax Planning Strategies, Cash Flow Management...
Education
St. Olaf College 2002 — 2006
Bachelor's degree
Ameriprise Financial Services, Inc. June 2002 - Present
Education
St. Norbert College 1993 — 1997
B.S., Biology
Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial May 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial Services, Inc. January 1989 - Present
USAA August 1985 - March 1989
Education
St. Mary's University 1987 — 1990
BBA, Finance
Ameriprise Financial Services, Inc. October 1996 - Present
Education
St. Lawrence University 1965 — 1969
B.S., Psychology
AdvisorNet Financial May 2009 - Present
Ameriprise Financial Services, Inc. June 2006 - May 2009
Skills
Investments, Retirement Planning, Strategic Financial..., Insurance, Small Business, Finance, Securities, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Series 7, Financial Advisory, Mutual Funds, Investment Advisory, Asset Allocation, Life Insurance, Long-term Care, Financial Planners, 401k, Risk Management, Investment Strategies
Education
St. Cloud State University - Herberger Business School 1999 — 2004
BS, Business Management
Currently seeking new opportunity May 2013 - Present
Woodbury Financial Services January 2012 - May 2013
Woodbury Financial Services September 2006 - April 2012
Woodbury Financial Services October 2005 - September 2006
Ameriprise Financial Services, Inc. October 1991 - October 2005
Skills
Mutual Funds, Retirement Planning, Series 63, Wealth Management, Series 7, Financial Services, Retirement
Education
St. Cloud State University - Herberger Business School 1987 — 1991
BS, Finance
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial May 2010 - February 2014
Country Insurance & Financial Services February 2009 - May 2010
Waddell & Reed March 2008 - February 2009
US Bank March 1998 - March 2008
Education
St. Cloud State University - Herberger Business School 1995 — 1997
International Business, Business
University of Minnesota Duluth 1992 — 1994
Business
Level 3 Communications June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - Present
Chloe's Fight Rare Disease Foundation January 2012 - Present
Ameriprise Financial Services, Inc. January 2013 - September 2013
Ameriprise Financial Services, Inc. February 2011 - January 2013
Ameriprise Financial Services, Inc. June 2009 - January 2011
IP Outsourcing December 2007 - May 2009
Ameriprise Financial 2008 - 2008
Skills
Six Sigma, Data Analysis, Microsoft Excel, PowerPoint, Project Management, Operational Efficiency, Change Management, Process Improvement, Visio, Business Analysis, Leadership, Analysis, Business Process..., Project Planning
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA)
St. Olaf College 2005 — 2009
Bachelors in Economics, Concentration in Management, Economics
Deloitte August 2015 - Present
St. Olaf College Harry C. Piper Center for Vocation and Career September 2014 - May 2015
Ameriprise Financial Services, Inc. June 2014 - November 2014
Shaanxi Hongxin Certified Public Accountant Ltd., June 2013 - August 2013
Bank of China May 2012 - September 2012
Citibank Young Talent Program May 2011 - July 2011
Skills
Leadership, Research, Financial Analysis, Mathematics, Finance, Accounting, Data Analysis
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (BA), Mathematics, Management Studies, Economics
Nantech Consulting May 1999 - Present
Xcel Energy January 2010 - Present
Ameriprise Financial Services, Inc. May 2005 - December 2009
GMAC-RFC August 2003 - April 2005
Xcel Energy August 1999 - August 2003
Performark July 1999 - August 1999
American Express March 1996 - May 1999
Star Tribune February 1986 - February 1996
Skills
Program Management, Project Management, Process Improvement, Integration, Risk Management, Governance, Business Process..., Change Management, Project Portfolio..., Business Project..., Business Analysis, Business Development, Financial Services, IT Strategy, PMO, PMO set-up, IT Governance, Project Governance, Regulatory Compliance, Portfolio Management, Visio, RFP, RFI, Vendor Management
Education
University of Minnesota
MBA, MIS
St. Olaf College
BA, Sociology & Urban Studies
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Orthoscan February 2011 - October 2011
Miga Solutions January 2009 - February 2011
BREMER INVESTMENTS November 2006 - August 2009
Piper Jaffray February 2002 - November 2006
MILLER JOHNSON STEICHEN KINNARD January 2001 - January 2002
MJK CLEARING January 1999 - January 2001
Piper Jaffray 1998 - 1999
Skills
Account Management, CRM, Insurance, Investments, Management, Project Management, Salesforce.com, Portfolio Management, Training, Finance, Investment Strategies, Series 7, Financial Advisory, Series 63, Equities, Financial Analysis, Leadership, Mutual Funds, Wealth Management, Financial Services
Education
St. Olaf College 1994 — 1998
Bachelor of Arts, Economics
University of Aberdeen 1997 — 1997
History
Ameriprise Financial Services, Inc. August 2011 - Present
Robert W. Baird & Co. July 1990 - August 2011
Muriel Siebert & Co., Inc. February 1989 - June 1990
Education
St. Lawrence University 1977 — 1981
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. May 2006 - Present
Morgan Stanley May 2005 - December 2005
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
BS, Finance
CA Insurance # 0I10198
Veterans United Home Loans November 2014 - Present
Bryan University February 2014 - October 2014
Bryan University August 2013 - February 2014
Laura McCarthy Realtors June 2011 - August 2013
Robertsville Auction Company June 2011 - August 2013
Ameriprise Financial Services, Inc. May 2013 - May 2013
National Churchill Museum January 2012 - May 2012
Education
St. Louis Community College 2008 — 2012
Westminster College (MO) 2008 — 2012
Bachelor of Arts (B.A.), Business Administration
Ameriprise Financial Services, Inc. April 2011 - Present
MAK Transcription Services, Inc. June 2006 - April 2011
Western Reserve Life January 2001 - May 2006
Raymond James Financial Inc. February 1999 - January 2001
Skills
Series 7, Wealth Management, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Investments, Sales, Customer Service, Financial Services, Portfolio Management, Insurance, Securities
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
St. Petersburg College 1997 — 1999
Associate of Arts (AA)
Ameriprise Financial Services, Inc. July 2015 - Present
Forward Financial LLC February 2013 - July 2015
NYLIFE Securities LLC March 2009 - January 2013
Omni Resources March 2004 - February 2008
Omni Resources August 2002 - March 2004
Schneider National, Inc. May 1996 - September 2001
Education
St. Norbert College 1992 — 1996
Bachelor of Science, Computer Information Systems and Computer Science/Mathematics
NCSA Athletic Recruiting April 2014 - Present
New England Financial February 2009 - February 2012
Ameriprise Financial Services, Inc. May 2007 - February 2009
Education
Stanford University 2002 — 2007
Bachelor of Arts (BA), Public Policy
Ameriprise Financial Services, Inc. February 2015 - Present
Investment Professionals, Inc October 2005 - January 2015
Lincoln Financial Advisors January 2002 - September 2005
First Victoria August 1996 - December 2001
Education
St. Mary's University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. September 2010 - May 2011
Ameriprise Financial Services, Inc. October 2008 - September 2010
Ameriprise Financial Services, Inc. November 2006 - October 2008
Skills
Series 7, Financial Services, Series 24, FINRA, Risk Management, Process Improvement, Business Analysis, Operational Risk..., Finance, Visio
Education
St. Norbert College 2002 — 2006
Bachelor of Science (B.S.), Biology, General, 3.56
Northwestern Mutual March 2015 - Present
Ameriprise Financial Services, Inc. April 2005 - February 2015
Skills
Marketing, Marketing Strategy, Social Media Marketing, Marketing Communications, Marketing Management, Online Marketing, Email Marketing, Integrated Marketing, Program Management, Management, Cold Calling, Adaptation, Editing, Selling, Training, Data Analysis, Customer Service, Records Management, Program Evaluation, Summarizing Information, Temporary Placement, analyzing data, finding information, handling detail work, adapting new procedures, speaking to the public, writing..., entertaining people, collaborating ideas, setting work/committee..., planning..., planning organizational..., organizing tasks, prioritizing work, creating new ideas, meeting people, evaluating programs, editing work, promoting events, coordinating..., running meetings, maintaining accurate..., defining performance..., selling ideas, generating accounts, delegating..., teaching/instructing/tra..., proposing ideas, setting up..., Public Speaking
Education
St. Petersburg College
Operations Management and Supervision
University of South Florida
Business Administration and Management, General
Iceberg Technology Group February 2004 - Present
NORAN Properties, LLLP February 2004 - Present
Norling Consulting, Inc January 2001 - Present
State of Minnesota January 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - January 2014
Belmero, Inc July 2011 - June 2013
State of Minnesota March 2010 - June 2013
Upper Midwest Regional User Group (UMRUG) September 2009 - September 2010
UnitedHealth Group January 2009 - April 2010
Hennepin County Medical Center September 2008 - December 2008
Skills
Healthcare, Insurance, Universities, PeopleSoft, Financials, Accounts Payable, Administration, Supply Chain Management, Manufacturing, Process Engineering, Integration, Business Intelligence, Business Analysis, ERP, Process Improvement, Program Management, Data Warehousing, Visio, Management Consulting, Cross-functional Team..., Business Process..., Process Development, Quality Assurance, Analysis, Resource Management, Supply Chain, Sourcing, Inventory Management, Strategic Planning, Testing, Procurement, Purchasing, Vendor Relations, Project Implementation, Requirements Analysis, Vendor Management, Change Management, IT Strategy, Access, Business Process, Performance Management, Lean Manufacturing, Mentoring, Gap Analysis, Problem Solving, Oracle Applications, Customer Relations, Contract Negotiation, SDLC, Re-engineering
Education
St. Olaf College 1994 — 1998
BA, Economics, Mathematics
DIS Denmark's International Study Program 1996 — 1997
International Business
St. Francis High School 1990 — 1994
UNLV September 2014 - Present
United Capital Financial Partners, Inc 2013 - 2013
Ameriprise Financial Services, Inc. August 2011 - August 2012
St. Cloud Downtown Council January 2011 - October 2011
St. Cloud Convention Visitors Bureau September 2009 - August 2010
Skills
Customer Service, Blogging, Event Planning, Event Management, Photography, PowerPoint, Social Media, Time Management, Marketing, Social Networking, Social Media Marketing, Microsoft Office, Public Speaking, Leadership, Public Relations, Microsoft Excel
Education
University of Nevada-Las Vegas 2014 — 2016
Bachelor's Degree, Hospitality Administration/Management
Saint Cloud State University - G.R. Herberger College of Business 2010 — 2011
Bachelor of Arts (B.A.), Marketing/PR, 3.8 GPA
St. Cloud Technical and Community College 2009 — 2011
Associate's Degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. July 2012 - March 2014
Growing Green Minifarm June 2011 - August 2011
Morgan Creek Vineyards June 2009 - August 2011
Putting Green, Inc. May 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Nonprofits, Corporate Finance, Corporate Real Estate, Budgets, Accounting, Microsoft Word, Data Analysis, PowerPoint
Education
St. Olaf College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. July 2014 - Present
St. Olaf College September 2010 - May 2014
Securian Financial Group June 2013 - August 2013
Skills
Microsoft Excel, Management, Coaching, Public Speaking, Sports, Editing, Social Media, Forecasting, Customer Service, Data Analysis, Event Planning, Teamwork
Education
St. Olaf College 2010 — 2014
Bachelor of Science (BS), Mathematics and Economics
Mahtomedi High School
Transamerica Retirement Solutions November 2011 - Present
Ameriprise Financial Services, Inc. September 1995 - October 2011
Education
St. Olaf College 1980 — 1984
Ameriprise Financial Services, Inc. October 2013 - Present
Skills
Series 7, Mutual Funds, Financial Planning, Strategy, Financial Services
Education
St. Cloud State University - Herberger Business School 1999 — 2003
UnitedHealth Group August 2015 - Present
Ameriprise Financial Services, Inc. March 2015 - August 2015
Ameriprise Financial Services, Inc. August 2013 - March 2015
Ameriprise Financial Services, Inc. March 2012 - July 2013
Highway Technologies May 2005 - November 2011
Skills
Multi Tasking, Meet Deadlines, Team Leadership, General Securities..., Project Planning, Financial Analysis, Microsoft Office, Logistics Management, Process Improvement, Risk Management, Forecasting, Time Management, Analysis, Leadership, Finance, Microsoft Excel, Financial Services, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance, General
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (B.S.), Finance, General
PwC November 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - November 2013
Ameriprise Financial Services, Inc. March 2009 - July 2012
The Hartford September 2006 - March 2009
Skills
Business Analysis, Relationship Development, Microsoft Office, Organizing, Marketing Communications, Writing, Event Planning, Event Management, Budgeting, Time Management, Budgets
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2006
Bachelor of Science, Business Management
Ameriprise Financial Services, Inc. 1982 - Present
Education
St. Joseph's College (IN) 1977 — 1981
Andrean High School
USAA July 2007 - Present
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Investments, Financial Analysis, Banking, Risk Management, Insurance, Financial Planning, Portfolio Management, Financial Services, Wealth Management, Retirement Planning, Mutual Funds, Management, Statistics, Statistical Data..., Competitive Analysis, Competitive Intelligence, Business Analysis, Microsoft Office, Microsoft Excel
Education
St. Mary's University 2004 — 2006
Master of Business Administration (M.B.A.), Finance
St. Mary's University
Master's Degree, Economics
Ameriprise Financial Services, Inc. January 2014 - Present
U.S. Bank November 2012 - December 2013
Target May 2012 - November 2012
US Bank April 2008 - May 2012
Allianz January 2005 - April 2008
St. Cloud State University August 2006 - December 2006
KL Financial Group June 2004 - October 2004
Wells Fargo November 2002 - June 2004
Wells Fargo September 2001 - November 2002
Wells Fargo November 2000 - June 2001
Skills
Financial Analysis, Financial Modeling, Equities, Portfolio Management, Asset Allocation, Bloomberg, Investments, Capital Markets, Asset Managment, Valuation, Quantitative Analytics, Fixed Income, Wealth Management, Options Strategies, Finance, Investment Management, Hedging, Alternative Investments, Hedge Funds, Equity Research, Mutual Funds, Risk Management, Structured Products, Technical Analysis, Option Valuation, Corporate Bonds, Municipal Bonds, Options, Asset Management, Financial Risk, Financial Services, Commodity, Trading Systems
Education
University of Minnesota - Carlson School of Management 2002 — 2004
M.B.A., Finance, Strategic Management
St. Cloud State University - Herberger Business School 1998 — 2000
B.S., Finance, Information Systems
Ameriprise Financial Services, Inc. October 2010 - Present
Askar Corp. September 2004 - October 2010
Hartford Investment Management May 2004 - September 2004
TCF Bank June 2002 - May 2004
Education
St. Cloud State University - Herberger Business School 2000 — 2004
Bachelor of Science, Major in Finance and Minor in Economics
Aberdeen Roncalli High School 1996 — 2000
GED
Avēsis Incorporated June 2014 - Present
Novation October 2012 - January 2014
Novation April 2012 - October 2012
Novation January 2012 - April 2012
Novation August 2009 - January 2012
Ameriprise Financial Services, Inc. 2002 - 2008
Skills
Program Management, Leadership, Analytics, Healthcare Information..., Healthcare, Healthcare Consulting, Strategy, Management, Process Improvement, CRM, Healthcare Industry, Integration, Access, Hospitals, Project Management, Data Analysis, Cardiology, Business Analysis, Data Warehousing, Strategic Planning, Visio, Managed Care, Team Building, Customer Service, Healthcare Management, Physician Relations, Strategic Sourcing, Clinical Research, Data Modeling, Business Intelligence, Change Management, Data Management, Microsoft Excel, Contract Management, Contract Negotiation, Microstrategy, Software Documentation, Data Mining, Analysis, EMR, Informatics, Cross-functional Team..., Medical Devices, Vendor Management, HIPAA, Crystal Reports, SDLC, EHR, Business Development, Business Strategy
Education
St. John's College (NM) 1992 — 1997
BA, Liberal Arts
Regis Corporation October 2013 - Present
Ameriprise Financial Services, Inc. January 2010 - October 2013
Ameriprise Financial October 2006 - December 2009
RBC Dain Rauscher, Inc. 2002 - 2006
Campbell Mithun February 2000 - October 2002
Securian Financial Group (formerly Minnesota Life) 1989 - 2000
Skills
Change Management, Business Excellence, Business Transformation, Coaching, Employee Benefits, Employee Engagement, HRIS, Human Resources, Leadership, Leadership Development, Management, Onboarding, Organizational..., Performance Management, Process Improvement, Succession Planning, Talent Acquisition, Talent Management, Training, Trusted Business Advisor, Workforce Planning
Education
University of Minnesota - Carlson School of Management 2002 — 2013
Master's degree, Human Resources and Industrial Relations
St. Olaf College 1985 — 1989
B.A., Double Major in Math & Economics
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - May 2013
Ameriprise Financial Services, Inc. February 2010 - May 2011
Ameriprise Financial Services, Inc. November 2008 - February 2010
North Star Resource Group June 2007 - October 2008
Skills
Strategic Financial..., Process Improvement, Investments, Mutual Funds, Equities, Finance, Insurance, Risk Management
Education
St. Cloud State University - Herberger Business School 2004 — 2007
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2012 - Present
GiveMN.org April 2011 - June 2012
The Saint Paul Foundation July 2008 - March 2011
A Tribute to Katherine January 2008 - May 2009
The Saint Paul Foundation June 2006 - July 2008
United Methodist Camping & Retreat Office January 2005 - June 2006
Saint Olaf College 2000 - 2003
Skills
Fundraising, Event Planning, Grant Writing, Volunteer Coordination, Product Management, Sponsorship Management, Marketing Communications
Education
University of Saint Thomas - School of Business 2006 — 2010
MBA, Marketing Management
St. Olaf College 1999 — 2003
B.A., Economics
Ameriprise Financial Services, Inc. Financial Intelligence Database AnalystMoneyGram InternationalSeptember 2009 - July 2013
Skills
Databases, Vendor Management, Data Mining, Banking, Financial Services, OFAC, Process Improvement, KYC, Finance, Fraud, AML, Management, Project Management, Analysis, USA PATRIOT Act, Bank Secrecy Act, Change Management, Due Diligence, Financial Risk, Financial Modeling, Risk Management, Financial Analysis, Business Analysis, Payments, Data Analysis, Enterprise Risk..., Operational Risk..., SDLC, Securities, Internal Audit, Business Process..., Business Intelligence, Analytics, Requirements Analysis, Credit Cards
Education
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2009
Master of Business Administration (MBA), Information Technology
Ameriprise Financial Services, Inc. November 2013 - Present
Wells Fargo November 2012 - November 2013
Wells Fargo Advisors May 2011 - November 2012
Wells Fargo Advisors September 2007 - May 2011
Wells Fargo Advisors January 2005 - September 2007
Strong Investments July 2000 - December 2004
Skills
Financial Services, Risk Management, Mutual Funds, Customer Service, Securities, Microsoft Office, Series 63, Investments, Brokerage, Call Center, Retirement Planning, Fixed Income, Equities, Credit, Compliance, Process Improvement, Banking, Employee Stock Options, 401k, Microsoft Excel, Series 24, Series 7, series 9/10, Managerial Finance, Branch Management, Acquisition Integration, Training Facilitation, Fixed Annuities, Thompson One BETA, Asset Management, Call Centers, FINRA, Insurance, Relationship Management, Wealth Management
Education
University of Wisconsin-Milwaukee 1998 — 2000
M.A., Communications
St. Cloud State University 1993 — 1996
B.A., Communication Studies
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial, Inc. May 2007 - February 2015
Ameriprise Financial Services, Inc. December 2000 - May 2007
Ameriprise Financial Services, Inc. April 2000 - December 2000
Ameriprise Financial Services, Inc. September 1999 - March 2000
North Dakota State University July 1996 - June 1999
Skills
Needs Analysis, Coaching, E-Learning, Workshop Facilitation, Team Building, Curriculum Design, Leadership Development, Talent Management, Performance Management, Onboarding, Employee Engagement, Instructional Design, Succession Planning, Training Delivery, Captivate, Organizational..., Organizational..., Talent Acquisition, Performance Consulting, Blended Learning, Emotional Intelligence, Situational Leadership, Myers-Briggs Certified, Collaboration, Conflict Management, Communication Skills, Employee Relations, Career Development, Leadership, Program Management, Recruiting, Performance Improvement, Training, Human Resources, Executive Coaching, Culture Change, Employee Training, Team Leadership, Conflict Resolution, Adult Education, Interviews, Change Management, Personnel Management
Education
St. Norbert College 1992 — 1996
BA, Graphic Communication, Emphasis in Business Administration
Ameriprise Financial September 1999 - Present
Ameriprise Financial Services, Inc. September 1999 - Present
Ameriprise Financial Services 1999 - Present
Prudential Preferred Financial Services 1993 - 1999
Skills
Vendor Management, Requirements Gathering, Process Improvement, Financial Services, Business Process..., Project Portfolio..., Leadership, Program Management, Business Process, Business Intelligence, Change Management, IT Strategy, PMO, Business Analysis, SDLC, Management, Requirements Analysis, Analysis
Education
St. Cloud State University - Herberger Business School 1985 — 1988
Annandale High School
St. Cloud State University
Ameriprise Financial Services, Inc. November 2014 - Present
Morgan Stanley June 2002 - November 2014
Education
St. Lawrence University 1997 — 2001
Bachelor's Degree, Government
Batavia High School 1993 — 1997
TD March 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - March 2014
Ameriprise Bank, FSB May 2010 - January 2013
TCF Bank January 2008 - April 2010
Skills
Process Improvement, Business Analysis, Customer Service, Vendor Management, Banking, Risk Management, Project Management, Microsoft Excel, Microsoft Office, Leadership, Series 6, Series 63, SQL, Systems Analysis, User Acceptance Testing, Access, Management, Sales, Strategy, Analysis, Finance
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, Business Computer Information Systems
H&R Block February 2010 - Present
Ameriprise Financial Services, Inc. February 2010 - Present
TCF Bank April 2005 - September 2008
Ameriprise Financial June 2000 - April 2005
Ameriprise Financial June 1998 - June 2000
Ameriprise Financial November 1996 - June 1998
Skills
Finance, Portfolio Management, Investments, Accounting, Access, Financial Services, Bloomberg, Cash Flow, Internal Audit, Series 7, General Ledger, Investment Management, Microsoft Excel, Retirement, Loans, Personal Income Tax..., Payroll, U.S.-Canada..., Partnership Tax Returns, Pass-through Entities, Canadian Tax
Education
University of St. Thomas - Opus College of Business 1994 — 1997
MBA, International Management
St. Olaf College 1990 — 1993
B.A., Economics, Political Science
Prime Therapeutics November 2011 - Present
Prime Therapeutics March 2006 - November 2011
Ameriprise Financial Services, Inc. 2005 - 2006
eFunds Corporation 1997 - 2004
Skills
SDLC, Vendor Management, Process Improvement, Project Management, Program Management, PMO, Visio, Change Management, Requirements Gathering, Cross-functional Team..., Requirements Analysis, Integration, Strategic Planning, Project Planning, Risk Management, Team Leadership, Project Portfolio..., Business Analysis
Education
St. Cloud State University - Herberger Business School
BS, Mgmt Information Systems
Boulevard Wealth Management November 2013 - Present
Alpha Investment Advisors June 2010 - November 2013
Breneman Winbush Wealth Management May 2007 - June 2010
Ameriprise Financial Services, Inc. October 1996 - April 2007
Skills
Retirement Planning, Strategic Financial..., Retirement, Investment Advisory, Portfolio Management, Investments, Insurance, Wealth Management, Securities, Asset Managment, Financial Services, IRAs, Financial Advisory, Small Business, Investment Strategies, Asset Allocation, 401k, Mutual Funds, Finance, Personal Finance, Series 63, Asset Management, Leadership, Financial Planning
Education
St. Cloud State University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), International Business
Orono High School 1982 — 1986
Ameriprise Financial Services, Inc. July 2005 - Present
Skills
Life & Health Insurance..., Series 7, Series 66, 401k Rollovers, Trading, Asset Allocation, Case Analysis, Mutual Funds, Variable Annuities, Fixed Annuities, Securities
Education
St. Cloud State University - Herberger Business School 2002 — 2004
Bachelor’s Degree, Finance
University of Minnesota Duluth 2000 — 2002
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Thrivent Financial April 2014 - Present
USBancorp Investments and Insurance January 2010 - June 2013
Ameriprise Financial Services, Inc. September 2006 - June 2009
Wachovia Securities January 2005 - August 2006
Expert Cleaning Systems 1989 - 2005
Education
University of Saint Thomas - School of Business 2009 — 2009
Mini-MBA
St. Olaf College
BA, Psychology
Ameriprise Financial Services, Inc. November 1999 - Present
CJM Planning, Inc. September 1995 - November 1999
Education
St. Francis College
BS Business Administration, Corporate Finance
Bishop Ford Central Catholic High School
Ameriprise Financial Services, Inc. April 1994 - Present
US Navy November 1987 - December 1988
Education
University of Minnesota Duluth 1992 — 1994
Accounting
St. Olaf College 1983 — 1987
Economics, International Economics, Chemistry
Ameriprise Financial Services, Inc. September 2012 - September 2014
Ameriprise Financial Services, Inc. October 2011 - October 2012
G.F. Parish Group October 2010 - April 2011
TRAKS Research, LLC. June 2010 - August 2010
Piper Jaffray 1987 - 2000
Skills
Series 7, Bonds, Investments, Asset Allocation, Market Research, Wealth Management, Bloomberg, Portfolio Management, Asset Management, Management, Equities, Securities, Mutual Funds, Investment Strategies
Education
St. Olaf College 1983 — 1987
BA
Usborne Books and More November 2007 - Present
Ameriprise Financial Services, Inc. January 1997 - Present
Skills
Books, Leadership
Education
St. Olaf College 1987 — 1991
BA, Family resources
Ameriprise Financial Services, Inc. November 2008 - Present
San Francisco CA February 2007 - November 2008
UBS October 1998 - February 2007
Education
Stanford University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. September 2011 - Present
Wells Fargo September 2009 - September 2011
The KNW Group January 2008 - September 2009
The KNW Group September 2005 - December 2008
Skills
Investments, Series 7, Series 66, Variable Annuities, Retirement Planning, Finance, New Business Development, Retirement, Financial Services, Customer Service, Fixed Annuities, Analysis, Insurance, Securities
Education
Saint Cloud State University - G.R. Herberger College of Business 1999 — 2004
Bachelor of Science
Ameriprise Financial Services, Inc. September 2006 - Present
Ameriprise Financial 2006 - Present
Ameriprise Financial Services, Inc. September 2005 - September 2006
Education
St. Olaf College 1988 — 1992
B.A., English, Communication
Blake School 1984 — 1988
Visual Impact Signs, Inc. January 2008 - Present
Ameriprise Financial Services, Inc. June 2007 - January 2008
TCF Equipment Finance May 2006 - August 2006
Education
St. Cloud State University - Herberger Business School 2002 — 2007
BS-Marketing, Marketing, Management
Chiron Capital July 2010 - Present
Ameriprise Financial Services, Inc. September 2009 - June 2010
UBS February 2008 - May 2008
Ernst & Young June 2007 - August 2007
Skills
LBO, DCF
Education
St. Lawrence University 2005 — 2009
BA, Economics and Math
St. Lawrence University
Ameriprise Financial Services, Inc. March 2012 - Present
UBS February 2005 - February 2012
RBC Dain Rauscher Inc. March 2002 - February 2005
Tucker Anthony INC July 1992 - March 2002
Gruntal & Company Inc. March 1988 - July 1992
Moseley Securities Corp. May 1983 - March 1988
Education
St. Ferdinand Grade School 1963 — 1971
St. Norbert College 1975 — 1979
Bachelor of Arts (B.A.)
Fenwick High School 1971 — 1975
Ameriprise Financial Services, Inc. August 2015 - Present
General Mills February 2013 - August 2015
Ameriprise Financial Services, Inc. October 2012 - February 2013
Ameriprise Financial March 2010 - October 2012
Ameriprise Financial September 2006 - March 2010
North Suburban Youth Foundation May 2005 - September 2006
Essential Business Services 2005 - 2006
Wells Fargo 2004 - 2005
TCF Bank 2002 - 2004
Skills
Marketing, Digital Marketing, Content Marketing, Project Management, Leadership, Social Media, Event Management, Program Management, Relationship Management, Cross-functional Team..., Marketing Communications, Email Marketing, Vendor Management Skills, Brand Management, Training, Research, Investments, Direct Marketing, MS Project, Inventory Management, survey development, PowerPoint, Corporate Communications, Materials Management, Written & Oral..., Agency Relationship...
Education
University of Saint Thomas - School of Business 2011 — 2011
Mini Masters Certificate, Project Management
Saint Cloud State University - G.R. Herberger College of Business 2001 — 2006
Bachelor's degree, Management
Irondale High School
UBS Wealth Management May 2015 - Present
Merrill Lynch October 2012 - May 2015
Ameriprise Financial Services, Inc. January 2005 - October 2012
Skills
FINRA series 4, 7, 24,..., CRPC - Chartered..., CFP - Certified...
Education
St. Olaf College 1997 — 2001
Economics
AIG April 2014 - Present
MetLife July 2013 - April 2014
Ameriprise Financial Services, Inc. March 2009 - July 2013
JPMorgan Chase November 2007 - January 2009
Skills
Strategic Planning, Business Strategy, Financial Modeling, Risk Management
Education
University of California, Berkeley 2007 — 2008
Master of Financial Engineering, Financial Engineering
Stanford University 1997 — 1998
Master of Science, Mechanical Engineering
Stanford University 1993 — 1997
Bachelor of Science, Mechanical Engineering
ACUITY, A Mutual Insurance Company January 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - May 2012
Education
St. Norbert College 2009 — 2012
Psychology and Business Administration
Thomson Reuters / Beta Systems October 2012 - Present
Target April 2012 - September 2012
RBC Wealth Management August 2011 - March 2012
Fidelity Investments January 2011 - July 2011
RBC Wealth Management May 2008 - December 2010
Fidelity Investments January 2007 - May 2008
RBC Wealth Management June 2000 - December 2006
Ameriprise Financial Services, Inc. August 1988 - October 1999
Skills
Mainframe, Software Development, Technical Analysis, Business Analysis, Technical Design, Technical Project..., SDLC, Requirements Gathering, Quality Assurance, Consulting, DB2
Education
St. Olaf College 1978 — 1982
BA, Math, History
Bexar county sheriffs office July 1992 - Present
Ameriprise Financial Services, Inc. 2008 - 2014
Bexar County Sheriff's Office October 2004 - April 2006
Bexar County Sheriff's Office March 2004 - October 2004
Skills
Enforcement, Internal Affairs, Firearms, Criminal Justice, Patrol, Crime Prevention, Public Safety, Criminal Investigations, Field Training, SWAT, Police, Homeland Security, Interrogation, Evidence
Education
University of Phoenix 2005 — 2007
Master of Management, Public Administration/Business Administration, A+ GPA 3.99
St. Mary's University 1994 — 1996
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Ameriprise Financial Services, Inc. January 2012 - Present
JPMorgan Chase October 2003 - January 2012
Education
Stanford University 1978 — 1979
Master of Arts (M.A.), Mass Communication/Media Studies
University of Arizona 1968 — 1972
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Ameriprise Financial Services, Inc. 1974 - 2010
Education
St. Mary's University
Master of Business Administration (M.B.A.)
University of Rhode Island - College of Business Administration
Bachelor's of Science, Insurance
ALK Abelló February 2014 - Present
Ameriprise Financial Services, Inc. November 2008 - February 2013
J. & W. Seligman & Co. Inc. September 1989 - November 2008
Skills
Employee Benefits, 401k, HRIS, Human Resources
Education
St. John's University 1982 — 1987
Bachelor of Science (BS), Marketing
Ameriprise Financial Services, Inc. August 2000 - Present
Ameriprise Financial Services, Inc. December 1985 - August 2000
Education
University of Minnesota-Twin Cities 1983 — 1985
Master of Arts (MA), Curriculum and Instruction
St. Olaf College 1974 — 1978
Bachelor of Arts (BA), Biology/Education
RBC Wealth Management October 2014 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2014
Ameriprise Financial Services, Inc. May 2008 - August 2012
Ameriprise Financial Services, Inc. January 2006 - May 2008
Skills
Business Analysis, Securities, Process Improvement, Access, Financial Services, Finance, Risk Management, Financial Analysis
Education
St. Cloud State University 2000 — 2004
Bachelor of Science Degree, Finance
Dipaola Financial Group March 2013 - Present
MassMutual Financial Group December 2008 - February 2013
Ameriprise Financial Services, Inc. January 2000 - December 2008
Skills
Investment Strategies, Wealth Management, Finacial Management, IRAs, Disability Insurance, Life Insurance, Business Continuity..., Long-term Care, Strategic Planning, Retirement Planning, Money Management, Annuity Sales, Group Insurance, New Business Development, Retirement
Education
St. John's University
Bachelor of Science (BS), Business/Managerial Economics
Arnerich Massena, Inc October 2011 - Present
Ameriprise Financial Services, Inc. September 1994 - June 2011
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments
Education
St. Olaf College
Bachelor of Arts (BA), Mathematics
University of Minnesota-Twin Cities
Master of Science (MS), Civil Engineering
Washington University in St. Louis
Bachelor of Science (BS), Civil Engineering