Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Stefani Hetelekides Stefani Hetelekides Honeoye Falls, New York Details
Stefani Hetelekides's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Client Concierge at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lucas Headley, CFP®, CRPC® Lucas Headley, CFP®, CRPC® Minneapolis, Minnesota Details
Lucas Headley, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Client Relationship Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Joseph Forcelli Joseph Forcelli Greater Minneapolis-St. Paul Area Details
Joseph Forcelli's Ameriprise Financial Services, Inc. Experience December 2014 - August 2015
Job Marketing Automation Professional
Industry Marketing and Advertising
Experience
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

Sarah Peckenpaugh Sarah Peckenpaugh Austin, Texas Area Details
Sarah Peckenpaugh's Ameriprise Financial Services, Inc. Experience September 2011 - July 2015
Job Participant Services Associate
Industry Financial Services
Experience
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

Edith Alvarado Edith Alvarado Orlando, Florida Area Details
Edith Alvarado's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job University of Central Florida
Industry Financial Services
Experience
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)

Erik Springer Erik Springer Greater Minneapolis-St. Paul Area Details
Erik Springer's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Healthcare Consultant at Optum
Industry Management Consulting
Experience
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)

Carol Taylor MBA Carol Taylor MBA Dallas/Fort Worth Area Details
Carol Taylor MBA's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor at Bigler & Associates, Private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Katie Halvorson Katie Halvorson Greater Seattle Area Details
Katie Halvorson's Ameriprise Financial Services, Inc. Experience November 2009 - July 2010
Job Senior Financial Analyst
Industry Retail
Experience
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

Amy Diestler Amy Diestler Madison, Wisconsin Details
Amy Diestler's Ameriprise Financial Services, Inc. Experience August 2011 - August 2012
Job Staff Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
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

Stephen Dygos Stephen Dygos Greater Minneapolis-St. Paul Area Details
Stephen Dygos's Ameriprise Financial Services, Inc. Experience 2000 - 2008
Job Managing Member at Schwarz Dygos Wheeler Investment Advisors LLC
Industry Financial Services
Experience
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

Todd Stangeland Todd Stangeland Elk River, Minnesota Details
Todd Stangeland's Ameriprise Financial Services, Inc. Experience 2005 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Stephen Husten Stephen Husten Saint Paul, Minnesota Details
Stephen Husten's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Sr. Manager, Marketing and Communications; Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Matthew O' Malley Matthew O' Malley Des Plaines, Illinois Details
Matthew O' Malley's Ameriprise Financial Services, Inc. Experience October 2011 - May 2012
Job Technical Coordinator at Northern Trust Corporation
Industry Financial Services
Experience
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

Matt Bucka, CFP® Matt Bucka, CFP® Greater Minneapolis-St. Paul Area Details
Matt Bucka, CFP®'s Ameriprise Financial Services, Inc. Experience September 2010 - December 2010
Job Divisional Vice President at AIG
Industry Financial Services
Experience
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

David Catania David Catania Greater New York City Area Details
David Catania's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Business Development Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
Yellowbook  August 2006 - August 2009

Education
St. Francis College   1986 — 1989

Brent Harapat Brent Harapat Greater Minneapolis-St. Paul Area Details
Brent Harapat's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Senior Manager | Field Compliance Oversight Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Hilary Sandberg Hilary Sandberg Chanhassen, Minnesota Details
Hilary Sandberg's Ameriprise Financial Services, Inc. Experience December 2010 - December 2011
Job Senior Financial Consultant at Pharmaceutical Strategies Group PSG
Industry Pharmaceuticals
Experience
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

Matthew Bouts, CFP®, CRPC® Matthew Bouts, CFP®, CRPC® Greater Minneapolis-St. Paul Area Details
Matthew Bouts, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2008 - Present
Job Financial Advisor at Schmidt & Associates a Financial Advisory Practice of Ameriprise Financial Services Inc.
Industry Financial Services
Experience
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

Brad Holz Brad Holz Greater Minneapolis-St. Paul Area Details
Brad Holz's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job IT Director at Ameriprise Financial Services
Industry Information Technology and Services
Experience
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

Scott Sakaida Scott Sakaida Greater Los Angeles Area Details
Scott Sakaida's Ameriprise Financial Services, Inc. Experience May 2010 - September 2010
Job Business and Systems Integration Analyst at Accenture
Industry Management Consulting
Experience
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

Julie Pickering Engwall Julie Pickering Engwall Greater Minneapolis-St. Paul Area Details
Julie Pickering Engwall's Ameriprise Financial Services, Inc. Experience August 2006 - August 2012
Job Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
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

Daniel N. Garcia, MBA, CRPC Daniel N. Garcia, MBA, CRPC San Antonio, Texas Area Details
Daniel N. Garcia, MBA, CRPC's Ameriprise Financial Services, Inc. Experience August 2003 - April 2014
Job Financial Advisor at Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
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

Mathew Alveshere Mathew Alveshere Greater Minneapolis-St. Paul Area Details
Mathew Alveshere's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Associate HR Business Partner at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
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

Victor Young Victor Young Tampa/St. Petersburg, Florida Area Details
Victor Young's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Benjamin James, CFP®, ChFC®, CRPC®, RICP® Benjamin James, CFP®, ChFC®, CRPC®, RICP® Baltimore, Maryland Area Details
Benjamin James, CFP®, ChFC®, CRPC®, RICP®'s Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Aaron Etshokin Aaron Etshokin Greater Minneapolis-St. Paul Area Details
Aaron Etshokin's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Solutions Architect at Ameriprise Financial
Industry Information Technology and Services
Experience
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

Andrew Nigrelli Andrew Nigrelli Waltham, Massachusetts Details
Andrew Nigrelli's Ameriprise Financial Services, Inc. Experience November 2002 - January 2008
Job Financial Advisor
Industry Financial Services
Experience
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

Brad Hendricks Brad Hendricks Greater Minneapolis-St. Paul Area Details
Brad Hendricks's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Managing Partner at Azeos Group LLC
Industry Computer Software
Experience
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

David Lloret David Lloret Brooklyn, New York Details
David Lloret's Ameriprise Financial Services, Inc. Experience March 2006 - March 2007
Job Math Teacher at NYC Department of Education
Industry Education Management
Experience
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

Cody Kotnik Cody Kotnik Greater Minneapolis-St. Paul Area Details
Cody Kotnik's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Risk, Strategy & Operations Leader
Industry Financial Services
Experience
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

Margie Pagano,CRPC® Margie Pagano,CRPC® Tampa/St. Petersburg, Florida Area Details
Margie Pagano,CRPC®'s Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
Banking and Financial Compaies   January 1978 - September 2008

Education
St. Petersburg College
Finance

Larry Fiorella Larry Fiorella Jamestown, New York Area Details
Larry Fiorella's Ameriprise Financial Services, Inc. Experience May 2007 - November 2010
Job Financial Advisor at Comprehensive Wealth Solutions, Inc.
Industry Financial Services
Experience
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

Tom Hoen Tom Hoen Minneapolis, Minnesota Details
Tom Hoen's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Advice & Wealth Management Communications Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Frank Swanson Frank Swanson Canton, Ohio Area Details
Frank Swanson's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Electronics Sales Associate at Target
Industry Retail
Experience
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

Molly Binger Molly Binger Minneapolis, Minnesota Details
Molly Binger's Ameriprise Financial Services, Inc. Experience September 2008 - September 2013
Job Financial Advisor Ameriprise Financial & Consilium Wealth Group
Industry Financial Services
Experience
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

Jacob Stark Jacob Stark Minneapolis, Minnesota Details
Jacob Stark's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job AFG Strategy & Field Execution, Leadership Development Program at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Patrick Sell Patrick Sell Greater Minneapolis-St. Paul Area Details
Patrick Sell's Ameriprise Financial Services, Inc. Experience April 2002 - April 2007
Job Senior Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
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

Zachary Lundgren Zachary Lundgren Maple Plain, Minnesota Details
Zachary Lundgren's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Treasury Analyst at Ameriprise Financial
Industry Financial Services
Experience
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

Nicholas Stang Nicholas Stang Greater Minneapolis-St. Paul Area Details
Nicholas Stang's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Econometrician at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Eliah Ewing, MBA, CRPC® Eliah Ewing, MBA, CRPC® Tampa/St. Petersburg, Florida Area Details
Eliah Ewing, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2004 - Present
Job Financial Advisor | Business Financial Advisor
Industry Financial Services
Experience
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

Donald Dangremond Donald Dangremond Baltimore, Maryland Area Details
Donald Dangremond's Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2000 - Present

Education
St. Olaf College   1971 — 1975
Bachelor of Arts (BA), Sociology

Reed Thompson Reed Thompson Greater Boston Area Details
Reed Thompson's Ameriprise Financial Services, Inc. Experience August 1995 - December 2013
Job Wealth Manager at TouchPoint Financial Group
Industry Financial Services
Experience
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

Marshall Howell Marshall Howell Minneapolis, Minnesota Details
Marshall Howell's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Operations Engineer at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
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

Adam Tvedt Adam Tvedt Greater Minneapolis-St. Paul Area Details
Adam Tvedt's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Senior Program Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Elizabeth Jefferson Elizabeth Jefferson Greater Minneapolis-St. Paul Area Details
Elizabeth Jefferson'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..., Investments, Education Planning, Tax Planning Strategies, Cash Flow Management...

Education
St. Olaf College   2002 — 2006
Bachelor's degree

Andrew Lochner, CFP®, ChFC® Andrew Lochner, CFP®, ChFC® Madison, Wisconsin Details
Andrew Lochner, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience June 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2002 - Present

Education
St. Norbert College   1993 — 1997
B.S., Biology

Steve Dziuk, CFP® Steve Dziuk, CFP® San Antonio, Texas Area Details
Steve Dziuk, CFP®'s Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job President at Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
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

Andrew Ross, ChFC, CLU Andrew Ross, ChFC, CLU Dallas/Fort Worth Area Details
Andrew Ross, ChFC, CLU's Ameriprise Financial Services, Inc. Experience October 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1996 - Present

Education
St. Lawrence University   1965 — 1969
B.S., Psychology

Joshua Canniff Joshua Canniff Greater Minneapolis-St. Paul Area Details
Joshua Canniff's Ameriprise Financial Services, Inc. Experience June 2006 - May 2009
Job Certified Financial Planner at AdvisorNet Financial, CFP®, CRPC®
Industry Financial Services
Experience
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

Steve Husten Steve Husten Greater Minneapolis-St. Paul Area Details
Steve Husten's Ameriprise Financial Services, Inc. Experience October 1991 - October 2005
Job Financial Svcs. Management at Currently seeking new opportunity
Industry Financial Services
Experience
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

Randy Engelmayer Randy Engelmayer Greater Minneapolis-St. Paul Area Details
Randy Engelmayer's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Senior Manager at Ameriprise Financial, Inc
Industry Financial Services
Experience
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

Jaysin Anderson Jaysin Anderson Greater Minneapolis-St. Paul Area Details
Jaysin Anderson's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Internal Consultant / Project Manager at Level 3 Communications
Industry Financial Services
Experience
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

Daniel Pan Daniel Pan Greater Minneapolis-St. Paul Area Details
Daniel Pan's Ameriprise Financial Services, Inc. Experience June 2014 - November 2014
Job Consultant at Deloitte
Industry Financial Services
Experience
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

Nancy Birrell, PMP Nancy Birrell, PMP Greater Minneapolis-St. Paul Area Details
Nancy Birrell, PMP's Ameriprise Financial Services, Inc. Experience May 2005 - December 2009
Job Program Management Consultant ► Implementing Significant Technology Solutions to Maximize Business Results
Industry Management Consulting
Experience
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

Brett Swanson Brett Swanson Greater Minneapolis-St. Paul Area Details
Brett Swanson's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Manager, Brokerage Clearing Operations, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Michael Howe CFP Michael Howe CFP Greater Minneapolis-St. Paul Area Details
Michael Howe 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
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

Frank Gambino, CFP®, CRPC® Frank Gambino, CFP®, CRPC® Greater New York City Area Details
Frank Gambino, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2006 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER(TM) practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Taylor White Taylor White Columbia, Missouri Area Details
Taylor White's Ameriprise Financial Services, Inc. Experience May 2013 - May 2013
Job Realty Coordinator at Veterans United Realty
Industry Real Estate
Experience
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

Maureen Henry, MBA Maureen Henry, MBA Tampa/St. Petersburg, Florida Area Details
Maureen Henry, MBA's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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)

Jon Richard Jon Richard Appleton, Wisconsin Details
Jon Richard's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Strategic Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jonathon Cochran Jonathon Cochran Des Moines, Iowa Area Details
Jonathon Cochran's Ameriprise Financial Services, Inc. Experience May 2007 - February 2009
Job National Scouting Director at NCSA Athletic Recruiting
Industry Sports
Experience
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

Jeff Drost Jeff Drost San Antonio, Texas Details
Jeff Drost's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
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

Heather Kerswill (Farrar) Heather Kerswill (Farrar) Greater Minneapolis-St. Paul Area Details
Heather Kerswill (Farrar)'s Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Senior Director Operational Risk Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jeremiah J. Johnson Jeremiah J. Johnson Tampa/St. Petersburg, Florida Area Details
Jeremiah J. Johnson's Ameriprise Financial Services, Inc. Experience April 2005 - February 2015
Job Director of Marketing and Client Communication with Northwestern Mutual
Industry Financial Services
Experience
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

Dan Norling Dan Norling Greater Minneapolis-St. Paul Area Details
Dan Norling's Ameriprise Financial Services, Inc. Experience June 2013 - January 2014
Job Vice President, CoFounder of Iceberg Technology Group
Industry Information Technology and Services
Experience
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

Lydia La Fond Lydia La Fond Las Vegas, Nevada Area Details
Lydia La Fond's Ameriprise Financial Services, Inc. Experience August 2011 - August 2012
Job Student at UNLV/Event Coordination
Industry Hospitality
Experience
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

John Vranich John Vranich Minneapolis, Minnesota Details
John Vranich's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Senior Real Estate Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kira Clunis Kira Clunis Greater Minneapolis-St. Paul Area Details
Kira Clunis's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Workforce Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kyle Ness Kyle Ness Duluth, Minnesota Details
Kyle Ness's Ameriprise Financial Services, Inc. Experience September 1995 - October 2011
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  November 2011 - Present
Ameriprise Financial Services, Inc.   September 1995 - October 2011

Education
St. Olaf College   1980 — 1984

Samantha Magnuson, CRPC® Samantha Magnuson, CRPC® Minneapolis, Minnesota Details
Samantha Magnuson, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Strategic Relationship Manager, Mutual Funds, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

David Kepple, MBA David Kepple, MBA Greater Minneapolis-St. Paul Area Details
David Kepple, MBA's Ameriprise Financial Services, Inc. Experience March 2015 - August 2015
Job Finance Manager at United Health Group.
Industry Financial Services
Experience
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

April Thorsbakken April Thorsbakken Minneapolis, Minnesota Details
April Thorsbakken's Ameriprise Financial Services, Inc. Experience June 2012 - November 2013
Job Business Development & Account Management at PwC
Industry Financial Services
Experience
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

John Vidal John Vidal Greater Chicago Area Details
John Vidal's Ameriprise Financial Services, Inc. Experience 1982 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1982 - Present

Education
St. Joseph's College (IN)   1977 — 1981

Andrean High School

Alejandro Covarrubias Alejandro Covarrubias San Antonio, Texas Details
Alejandro Covarrubias's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Financial Advisor at USAA
Industry Financial Services
Experience
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

Dan Dziekciowski Dan Dziekciowski Minneapolis, Minnesota Details
Dan Dziekciowski's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Vice President, Wealth Management Portfolio Strategist at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
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

Damian Nold Damian Nold Greater Minneapolis-St. Paul Area Details
Damian Nold's Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2010 - Present
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

Anja Dunphy Anja Dunphy Baltimore, Maryland Area Details
Anja Dunphy's Ameriprise Financial Services, Inc. Experience 2002 - 2008
Job Director, Commercial Accounts at Avēsis Incorporated
Industry Hospital & Health Care
Experience
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

Carmen Thiede Carmen Thiede Greater Minneapolis-St. Paul Area Details
Carmen Thiede's Ameriprise Financial Services, Inc. Experience January 2010 - October 2013
Job SVP, Chief Human Resources Officer
Industry Retail
Experience
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

James Althoff James Althoff Minneapolis, Minnesota Details
James Althoff's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Business Architect
Industry Financial Services
Experience
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

Sarah Richter Sarah Richter Greater Minneapolis-St. Paul Area Details
Sarah Richter's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Senior Manager, Community Relations at Ameriprise Financial Services, Inc.
Industry Philanthropy
Experience
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

Pragyan Thapa (MBA) Pragyan Thapa (MBA) Greater Minneapolis-St. Paul Area Details
Pragyan Thapa (MBA)'s Ameriprise Financial Services, Inc. Experience Financial Intelligence Database AnalystMoneyGram InternationalSeptember 2009 - July 2013
Job Senior Business Systems Analyst
Industry Financial Services
Experience
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

Travis Seurer Travis Seurer Greater Minneapolis-St. Paul Area Details
Travis Seurer's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Compliance Manager Officer; Field Office Inspections at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Will Renk Will Renk Greater Minneapolis-St. Paul Area Details
Will Renk's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Senior Manager, Organization Effectiveness, Development, & Inclusion at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Van Johnson Van Johnson Greater Minneapolis-St. Paul Area Details
Van Johnson's Ameriprise Financial Services, Inc. Experience September 1999 - Present
Job Senior Manager Technology Delivery at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lee Mulcahy Cummings Lee Mulcahy Cummings Batavia, New York Details
Lee Mulcahy Cummings's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Financial Advisor, AVP The Mulcahy Neff Group at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
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

Brandon Berger Brandon Berger Minneapolis, Minnesota Details
Brandon Berger's Ameriprise Financial Services, Inc. Experience January 2013 - March 2014
Job Quality Assurance Analyst, AVP at TD Bank USA, N.A.
Industry Banking
Experience
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

Jonathan Swenson Jonathan Swenson Greater Minneapolis-St. Paul Area Details
Jonathan Swenson's Ameriprise Financial Services, Inc. Experience February 2010 - Present
Job Franchisee at H&R Block
Industry Financial Services
Experience
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

Angie Guenther Angie Guenther Greater Minneapolis-St. Paul Area Details
Angie Guenther's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Portfolio Director at Prime Therapeutics
Industry Hospital & Health Care
Experience
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

Troy Noor, CFP(r), CFA Troy Noor, CFP(r), CFA Greater Minneapolis-St. Paul Area Details
Troy Noor, CFP(r), CFA's Ameriprise Financial Services, Inc. Experience October 1996 - April 2007
Job Executive Director at Boulevard Wealth Management
Industry Financial Services
Experience
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

Jill Rausch Jill Rausch Greater Minneapolis-St. Paul Area Details
Jill Rausch's Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Financial Planning Assistant for Aaron A Lindberg, CFA, CFP, MBA Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ann Carender Ann Carender Greater St. Louis Area Details
Ann Carender's Ameriprise Financial Services, Inc. Experience January 2007 - October 2007
Job Registered Sales Associate at Stifel Nicolaus
Industry Financial Services
Experience
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

Rahn Hagberg Rahn Hagberg Greater Minneapolis-St. Paul Area Details
Rahn Hagberg's Ameriprise Financial Services, Inc. Experience September 2006 - June 2009
Job Thrivent Financial at Thrivent Finanacial
Industry Financial Services
Experience
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

Philip Mattera, CFP Philip Mattera, CFP Greater New York City Area Details
Philip Mattera, CFP's Ameriprise Financial Services, Inc. Experience November 1999 - Present
Job Financial Advisor, Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Craig Swenson Craig Swenson Duluth, Minnesota Area Details
Craig Swenson's Ameriprise Financial Services, Inc. Experience April 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Susan Bayliss Johnson Susan Bayliss Johnson Greater Minneapolis-St. Paul Area Details
Susan Bayliss Johnson's Ameriprise Financial Services, Inc. Experience September 2012 - September 2014
Job Senior Fixed Income Trader at RBC Wealth Management
Industry Financial Services
Experience
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

Nancy Bares Nancy Bares Greater Minneapolis-St. Paul Area Details
Nancy Bares's Ameriprise Financial Services, Inc. Experience January 1997 - Present
Job Educational Consultant at Usborne Books and More
Industry Financial Services
Experience
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

Jim Buatti Jim Buatti San Francisco Bay Area Details
Jim Buatti's Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor, Vice President at Ameriprise Financial
Industry Financial Services
Experience
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

Jesse Orth Jesse Orth Greater Minneapolis-St. Paul Area Details
Jesse Orth's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Annuity Service Expert at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Roger Erny Roger Erny Greater Minneapolis-St. Paul Area Details
Roger Erny's Ameriprise Financial Services, Inc. Experience September 2006 - Present
Job Executive Director, The Personal Advisor Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Dave Blaisdell Dave Blaisdell Greater Minneapolis-St. Paul Area Details
Dave Blaisdell's Ameriprise Financial Services, Inc. Experience June 2007 - January 2008
Job Project Manager at Visual Impact Signs, Inc.
Industry Printing
Experience
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

Altay Omarov Altay Omarov Greater New York City Area Details
Altay Omarov's Ameriprise Financial Services, Inc. Experience September 2009 - June 2010
Job Investment Banking Analyst at Chiron Capital
Industry Investment Banking
Experience
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

Brian McGivern Brian McGivern Greater Chicago Area Details
Brian McGivern's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Shannon Hoff Shannon Hoff Greater Minneapolis-St. Paul Area Details
Shannon Hoff's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Interactive Marketing Manager at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
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

Anders Sandberg Anders Sandberg Greater Minneapolis-St. Paul Area Details
Anders Sandberg's Ameriprise Financial Services, Inc. Experience January 2005 - October 2012
Job Branch Administrative Manager, UBS
Industry Financial Services
Experience
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

Chris Muchmore Chris Muchmore Greater Los Angeles Area Details
Chris Muchmore's Ameriprise Financial Services, Inc. Experience March 2009 - July 2013
Job Managing Director at AIG
Industry Financial Services
Experience
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

Erin Monske Erin Monske De Pere, Wisconsin Details
Erin Monske's Ameriprise Financial Services, Inc. Experience September 2011 - May 2012
Job Commercial Lines Underwriter at ACUITY, A Mutual Insurance Company
Industry Insurance
Experience
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

Paul Genosky Paul Genosky Greater Minneapolis-St. Paul Area Details
Paul Genosky's Ameriprise Financial Services, Inc. Experience August 1988 - October 1999
Job Business Analyst , BSA , Developer at Beta Systems Thomson Reuters
Industry Financial Services
Experience
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

Yvonne Vann Yvonne Vann Spring Branch, Texas Details
Yvonne Vann's Ameriprise Financial Services, Inc. Experience 2008 - 2014
Job Sergeant at Bexar county sheriffs office
Industry Law Enforcement
Experience
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

Mucio Carlon Mucio Carlon Tucson, Arizona Details
Mucio Carlon's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Bob Steidel Bob Steidel United States Details
Bob Steidel's Ameriprise Financial Services, Inc. Experience 1974 - 2010
Job
Industry
Experience
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

Colleen Mansfield Colleen Mansfield Port Washington, New York Details
Colleen Mansfield's Ameriprise Financial Services, Inc. Experience November 2008 - February 2013
Job Director Human Resources North America
Industry Pharmaceuticals
Experience
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

Beth Knutson Beth Knutson Minneapolis, Minnesota Details
Beth Knutson's Ameriprise Financial Services, Inc. Experience August 2000 - Present
Job Communications Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Tim Beckmann Tim Beckmann Minneapolis, Minnesota Details
Tim Beckmann's Ameriprise Financial Services, Inc. Experience August 2012 - October 2014
Job Operations Initiatives Manager at RBC Wealth Management
Industry Financial Services
Experience
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

Frank Petrocelli Frank Petrocelli Melville, New York Details
Frank Petrocelli's Ameriprise Financial Services, Inc. Experience January 2000 - December 2008
Job Senior Financial Consultant at Dipaola Financial Group
Industry Financial Services
Experience
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

Julie Florence Julie Florence Portland, Oregon Details
Julie Florence's Ameriprise Financial Services, Inc. Experience September 1994 - June 2011
Job Senior Portfolio Administrator at Arnerich Massena, Inc
Industry Financial Services
Experience
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

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