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
Alec Chmielewski Alec Chmielewski Greater Minneapolis-St. Paul Area Details
Alec Chmielewski's Ameriprise Financial Services, Inc. Experience March 2006 - September 2006
Job Registered Sales Assistant/Tech Support Specialist
Industry Information Technology and Services
Experience
Kwangjang Elementary School   May 2011 - May 2013
BCM Language Centers   April 2011 - December 2011
Janghak Education   June 2010 - March 2011
KNC Hyunjae   May 2009 - May 2010
Wealth Enhancement Group  January 2008 - March 2009
Ameriprise Financial Services, Inc.   March 2006 - September 2006
Ferguson Financial   April 2005 - January 2006
Morgan Stanley  November 2003 - April 2005

Skills
Teaching, Microsoft Office, Customer Service, Microsoft Excel, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Word, Strategic Planning, Series 7, Series 63, Life Insurance, CompTIA A+ Certification, TESOL, ESL, Personal Financial..., Team Leadership, CompTIA Network+...

Education
University of Minnesota-Twin Cities   1999 — 2004
Bachelor's degree, Asian Languages and Literatures

Bemidji State University   1998 — 1999

Bill Wermager, MBA, PMP Bill Wermager, MBA, PMP Greater Minneapolis-St. Paul Area Details
Bill Wermager, MBA, PMP's Ameriprise Financial Services, Inc. Experience February 2003 - March 2006
Job Results driven small business advisor focused on planning and execution to achieve goals.
Industry Management Consulting
Experience
Resultants For Business, Inc.   March 2012 - Present
Advance Business Group, Inc.   June 2006 - Present
Ameriprise Financial Services, Inc.   February 2003 - March 2006
Ameriprise Financial Services, Inc.   July 1997 - February 2003
Ameriprise Financial Services, Inc.   July 1995 - June 1997
Ameriprise Financial Services, Inc.   December 1993 - June 1995
Ameriprise Financial Services, Inc.   September 1989 - December 1993
Ameriprise Financial Services, Inc.   May 1985 - December 1989
Miles Homes   October 1982 - May 1985

Skills
Business Coaching, Business Planning, Strategic Planning, Profitability..., Cash Flow Improvement, Budgeting and..., Business Development, Strategic Implementation, Project Management, Business Process..., Workshops and..., Leadership, Change Management, Leadership Development, Management, Strategy, Training, Coaching, Program Management, Cash Flow, Process Improvement, Entrepreneurship, Finance, Team Building, Project Planning, Small Business, Management Consulting, Cross-functional Team..., Budgets, Executive Management, Team Leadership, Marketing Strategy, Customer Satisfaction, Business Strategy, Consulting, Organizational..., Forecasting, Team Management, Sales, Retail, Executive Coaching, Business Analysis, CRM, Competitive Analysis, Mergers & Acquisitions

Education
St. Cloud State University   2005 — 2007
MBA, Business Administration

Bemidji State University   1978 — 1982
BS, Accounting

Anne-Marie Weldon Anne-Marie Weldon San Antonio, Texas Area Details
Anne-Marie Weldon's Ameriprise Financial Services, Inc. Experience 2004 - 2006
Job Owner at AM2 Management & Premier Designs Jewelry
Industry Retail
Experience
AM2 Management   May 2011 - Present
National Association of Women Business Owners - San Antonio   September 2011 - Present
Scherer Communications   May 2011 - Present
Premier Designs Jewelry  February 2001 - Present
H&R Block  January 1999 - April 2012
National Association of Women Business Owners - San Antonio   July 2011 - August 2011
Ameriprise Financial Services, Inc.   2004 - 2006
CCC-KC   1998 - 2002

Skills
Highly Organized, Audit Assistance, Quickbooks, Microsoft Office, Teamwork, Customer Service, Time Management, Process Development, Technology..., Entrepreneur, Quick Study, Compliance Management, Tax Preparation, Event Management

Education
Baker University   2000 — 2002
BS, Business Management

Tom C. Clark   1990 — 1994

Elena Kozlova Elena Kozlova Greater New York City Area Details
Elena Kozlova's Ameriprise Financial Services, Inc. Experience March 2008 - October 2009
Job Business Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse  August 2014 - Present
Credit Suisse  July 2013 - August 2014
NYSE Euronext  April 2012 - June 2013
Ameriprise Financial Services, Inc.   March 2008 - October 2009
Ectaco, Inc.   September 2007 - January 2008

Skills
Management, Customer Service, Change Management, Business Analysis, Microsoft Excel, Basics of Unix, SQL, ITIL Certified, Trading Systems, Fixed Income, Microsoft Office, Unix, Access

Education
Baruch College   2010 — 2013
BBA, Computer Information Systems

Novosibirsk State Technical University (NSTU)   2000 — 2004
Information Systems in Economics

NYU
School of Continuing and Professional Studies, Project Management

Ryan Kratz Ryan Kratz Tampa/St. Petersburg, Florida Area Details
Ryan Kratz's Ameriprise Financial Services, Inc. Experience July 2000 - August 2003
Job President at Colliers International Tampa Bay Florida, Central Florida, Southwest Florida
Industry Commercial Real Estate
Experience
Colliers International Tampa Bay Florida, Central Florida, Southwest Florida   January 2011 - Present
Cushman & Wakefield/NorthMarq   July 2005 - December 2010
Liquid Glass Powerboats   April 2005 - July 2010
Integra Realty Resources  May 2004 - August 2004
Ameriprise Financial Services, Inc.   July 2000 - August 2003
Lights Out International   May 1998 - June 2000

Skills
Commercial Real Estate, Leadership, Corporate Strategy..., Management, Team Building, Recruiting, Strategic Planning, Entrepreneurship, Operations Management, Sales Management, Innovation, Public Speaking

Education
Harvard Business School   2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General

Babson College   1996 — 1998
Bachelor's Degree, Entrepreneurship & Finance, Summa Cum Laude

Luther College   1994 — 1996
Business Administration and Management, General

Patrick Shannon, CRPC Patrick Shannon, CRPC United States Details
Patrick Shannon, CRPC's Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Advisors,CA Insurance License #0H53006
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2003 - Present

Education
Baldwin-Wallace College   2000 — 2003
BS, Business Administration

Bryan Leake Bryan Leake Dallas/Fort Worth Area Details
Bryan Leake's Ameriprise Financial Services, Inc. Experience July 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2007 - Present

Education
Baylor University School of Law   1992 — 1994
Doctor of Law (JD)

The University of Texas at Austin   1985 — 1989
Bachelor of Arts (B.A.), History

David Muschenheim, CRPC David Muschenheim, CRPC Greater Minneapolis-St. Paul Area Details
David Muschenheim, CRPC's Ameriprise Financial Services, Inc. Experience July 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2001 - Present
BNI Prime Connections   2003 - 2014
Comm-Works  October 1998 - October 2000
Video Update  1996 - 1998

Education
Beloit College   1990 — 1994
BA, History

The Gunnery   1987 — 1990

David Medick David Medick Greater Boston Area Details
David Medick's Ameriprise Financial Services, Inc. Experience September 2001 - December 2014
Job Managing Sales Director at Baystate Financial
Industry Financial Services
Experience
Baystate Financial  December 2014 - Present
Ameriprise Financial Services, Inc.   September 2001 - December 2014

Education
Baylor University   1997 — 2001
B.B.A., Finance and Financial Planning

Nikki Blevins Nikki Blevins Orlando, Florida Area Details
Nikki Blevins's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
SunTrust Bank/ Orlando   January 2011 - September 2012
Popular Community Bank  January 2010 - January 2011
Old Southern Bank   January 2009 - January 2010
Harbor Federal Savings Bank/ Clermont Fl   January 2005 - January 2008
CFE FEDERAL CREDIT UNION/ Winter Garden Fl   January 2003 - January 2005
AmSouth Bank  January 2001 - January 2003
First Union National Bank  January 1996 - January 2001

Skills
Banking, Commercial Lending

Education
Baker College Business and Corporate Services   2002 — 2004
AA, Business

eric walsh eric walsh Kansas City, Missouri Area Details
eric walsh's Ameriprise Financial Services, Inc. Experience August 2007 - April 2008
Job Retirement Consultant at a Financial Company.
Industry Financial Services
Experience
American Century Investments  October 2008 - February 2014
Ameriprise Financial Services, Inc.   August 2007 - April 2008
Sprint  November 2001 - August 2007
Sprint  May 1998 - November 2001
US Army  1989 - 1992

Skills
Program Management, Account Management, Sales Management, New Business Development, CRM, Training, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Services, Investment Management, Portfolio Management, Investments, Mutual Funds, Series 7, Customer Experience, Insurance, Asset Allocation, Securities, Marketing, Customer Service, Direct Sales, Strategic Partnerships

Education
The College of Financial Planning   2011 — 2014
Completed CFP certification courses, Certified Financial Planner

Baker University   2003 — 2005
MBA, Business

Baker University   1999 — 2003
BSM, Science in Management

Barb Harrington- Marut Barb Harrington- Marut West Simsbury, Connecticut Details
Barb Harrington- Marut's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Client Services Coordinator, parttime at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Blackhawk Network  June 2013 - September 2014
Cigna  2011 - 2012
The Hartford  December 2004 - June 2011
The Hartford  May 2002 - December 2004
The Hartford  April 1999 - May 2002
The Hartford  January 1996 - April 1999
The Hartford  April 1987 - April 1999
The Hartford  June 1986 - April 1987

Skills
Retail, Sales, Merchandising, Account Management, Customer Service, Management, Vendor Management, CRM

Education
Holyoke Community College   1979 — 1981
Associate's Degree, Retail Management

Becker College   1976 — 1977
Veterinary/Animal Health Technology/Technician and Veterinary Assistant

Paul Kapur Paul Kapur Greater Boston Area Details
Paul Kapur's Ameriprise Financial Services, Inc. Experience April 2010 - Present
Job Financial Advisor, Associate Vice President, MBA, CRPC, APMA Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2010 - Present
Banc of America/Merrill Lynch   September 2005 - April 2010
Fidelity Investments  September 2000 - September 2005

Education
Babson College - Franklin W. Olin Graduate School of Business   2002 — 2005
MBA, Management

Boston College   1996 — 2000
BS, Finance

Mathew Frank Mathew Frank Anchorage, Alaska Details
Mathew Frank'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
Edward Jones  January 2005 - August 2011
Atomic & Celebrity Bowl and Casino's   August 1999 - November 2004

Education
Seattle University   1987 — 1989
Bachelor of Arts (BA), Business Teacher Education

Bellevue Community College   1982 — 1985
Business, Management, Marketing, and Related Support Services

Jonathan Rush Jonathan Rush Greater Seattle Area Details
Jonathan Rush's Ameriprise Financial Services, Inc. Experience October 2006 - May 2008
Job Sr. Product Manager, Global Financial Reporting at Expedia, Inc.
Industry Leisure, Travel & Tourism
Experience
Expedia, Inc.   January 2014 - Present
Expedia, Inc.   July 2013 - December 2013
Clearwire  October 2012 - July 2013
Clearwire  March 2011 - October 2012
Clearwire  November 2009 - March 2011
AT&T Mobility  June 2008 - November 2009
Ameriprise Financial Services, Inc.   October 2006 - May 2008

Skills
Oracle E-Business Suite, Oracle Discoverer, Microsoft Office, Pivot Tables, Variance Analysis, Financial Analysis, Process Improvement, Forecasting, Accounts Payable, Accounting, Oracle Applications, Sarbanes-Oxley Act, General Ledger, Procure-to-Pay, Process Flow, Project Management, Cross-functional Team..., Business Analysis, Vertex, Sales & Use Tax, User Acceptance Testing, System Testing, Operational Efficiency, Systems Analysis, Solution Development, Finance, Business Process..., Visio, Sarbanes-Oxley, Oracle, Business Process, ERP, SharePoint, SDLC, Business Intelligence, Accruals, Software Documentation, Analysis

Education
Central Washington University   2004 — 2006
Business Administration, Finance, Economics, Human Resources

Bellevue Community College   2002 — 2004
Associates of Arts, Business Administration

Andrew Herron Andrew Herron Noblesville, Indiana Details
Andrew Herron's Ameriprise Financial Services, Inc. Experience 2011 - 2012
Job Staff Accountant at Fatheadz Eyewear
Industry
Experience
Fatheadz Eyewear   June 2014 - Present
Gander Mountain  March 2014 - May 2014
Ameriprise Financial Services, Inc.   2011 - 2012
Cicero Pool and Spa   June 2010 - August 2010
Live Nation Entertainment  April 2010 - August 2010

Skills
Event Planning, Public Speaking, Social Media, Leadership, Fundraising, Entrepreneurship, Nonprofits, Social Media Marketing, Social Networking, PowerPoint, Facebook, Customer Service

Education
Noblesville High School

Ball State University - College of Business   2012 — 2013
Master of Business Administration (M.B.A.)

Ball State University - College of Business   2008 — 2012
Bachelor's of Science, Entrepreneurship

Patty Greene Patty Greene Minneapolis, Minnesota Details
Patty Greene's Ameriprise Financial Services, Inc. Experience December 1986 - July 2010
Job Anticoagulation RN
Industry Hospital & Health Care
Experience
Allina Health  January 2015 - Present
Good Samaritan Society  March 2014 - January 2015
Saint Therese  October 2013 - March 2014
Saint Therese  February 2013 - October 2013
Abbott Northwestern Hospital  June 2012 - July 2012
Ameriprise Financial Advisors  July 2007 - July 2010
Ameriprise Financial Services, Inc.   December 1986 - July 2010
Ameriprise Financial  1987 - 2009

Skills
Registered Nurses, Assessment Skills, Transitional Care, Long Term Acute Care, Primary Care, Critical Thinking, Direct Patient Care, Priority Setting, Nursing, Healthcare, Medication..., BLS, Retirement, Hospice, Palliative Care, Case Managment, End of Life, Series 63, Management, Retirement Planning, Clinical Research, Epic Systems, Financial Advisory, Series 7, Long-term Care

Education
Saint Catherine University, MN   2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse

Bemidji State University   2013 — 2014
Bachelor of Science (B.S.), Nursing, Nursing

Ashley Schooley Ashley Schooley Wichita, Kansas Area Details
Ashley Schooley's Ameriprise Financial Services, Inc. Experience June 2008 - July 2012
Job at Lucke & Associates, CPAs
Industry Financial Services
Experience
YMCA  May 2015 - Present
Lucke & Associates, CPAs   February 2015 - Present
-  August 2014 - Present
Ameriprise Financial Services, Inc.   June 2008 - July 2012
INTRUST Bank  March 2007 - June 2008
INTRUST Bank  September 2006 - March 2007
First State Bank & Trust  2005 - 2006

Skills
Banking, Loans, Marketing, Credit Analysis, Strategic Planning, Credit, Investments, Sales, Leadership, Insurance, Social Media, Small Business, Microsoft Office, Social Networking

Education
Baker University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting

Clearwater High School   2002 — 2006

H Richard Heitman H Richard Heitman Minneapolis, Minnesota Details
H Richard Heitman's Ameriprise Financial Services, Inc. Experience March 2002 - February 2004
Job President at Heitman Financial Services Consulting
Industry Financial Services
Experience
Total Bank Solutions  April 2014 - Present
Heitman Financial Services Consulting   February 2001 - September 2015
The Reserve Funds  2005 - 2006
Ameriprise Financial Services, Inc.   March 2002 - February 2004
BearingPoint  May 1998 - April 2002
U.S. Bank   1991 - 1998

Skills
Financial Services..., Merger and Acquidition..., Financial Advisor...

Education
City University of New York-Baruch College
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Penn State University
Bachelor of Science (BS), Marketing

Dushyant Saran Dushyant Saran San Francisco Bay Area Details
Dushyant Saran's Ameriprise Financial Services, Inc. Experience June 2010 - September 2013
Job Sr. Director Global Business Transformation at Visa
Industry Financial Services
Experience
Visa  April 2015 - Present
LPL Financial  April 2014 - April 2015
Strategy& (Formerly Booz & Company)   October 2013 - April 2014
Ameriprise Financial Services, Inc.   June 2010 - September 2013
Ameriprise Financial  June 2010 - November 2012
Ameriprise Financial  September 2009 - May 2010
Ameriprise Financial  January 2008 - May 2010
Ameriprise Financial  November 2005 - December 2007
American Express  April 2004 - October 2005
Q's Sport   May 1997 - April 2004

Skills
Vendor Management, Process Improvement, Management, Risk Management, Business Transformation, Change Management, Project Management, Financial Analysis, Business Process..., Analytics, Program Management, Strategic Planning, Strategic Sourcing, Financial Modeling, Transition Management, Business Analysis, Strategic Thinking, Project Finance, Strategic Analysis, Contract Negotiation, Supplier Negotiations, Pricing Strategy, Pricing Negotiations, Organisational..., Finance Transformation, Process Management, Process Optimization, Vendor Relations, Financial Planning, Financial Reporting, Financial Management, Audit, Compliance Audits, Billing, Change Control, Project Implementation, Project Delivery, Project Execution, Mergers, Acquisition Integration, M&A due diligence, Operational Due..., Transition Planning, Risk Mitigation, Risk Assessment, Risk Analysis, Business Analytics, Strategy, Cross-functional Team..., Outsourcing

Education
Indian Institute of Management, Calcutta   2002 — 2004
Master of Business Administration (MBA)

Bangalore University   1996 — 2001
B.Arch

The Lawrence School, Lovedale   1989 — 1996
AISSCE

Kendriya Vidyalaya   1988 — 1989

Methodist High School, Kanpur   1986 — 1988

Sishya School, Chennai (Madras)   1984 — 1986

Harrow School, Bareilly   1982 — 1984

Hartmann College, Bareilly   1982 — 1984

Shaleen Newton Shaleen Newton Louisville, Kentucky Area Details
Shaleen Newton's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor / Associate Vice President / Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   2009 - Present
H & R Block Financial Advisors  2000 - 2009
Olde Discount Stockbrokers  1996 - 2000

Education
Bellarmine University   1992 — 1996
B.A., Business Administration

Holy Rosary Academy   1988 — 1992

Tyler Butke Tyler Butke Delavan, Wisconsin Details
Tyler Butke's Ameriprise Financial Services, Inc. Experience January 2014 - October 2014
Job Logistics Analyst at Clover Technologies Group
Industry Financial Services
Experience
Clover Technologies Group  October 2014 - Present
Ameriprise Financial Services, Inc.   January 2014 - October 2014
McDonald's Corporation  December 2005 - August 2013
United States Soccer Federation  March 2011 - October 2012

Skills
Soccer, Basketball, Sports, Football, Sports Management, Sports Marketing, Business, Athletics, Volunteering, Sports Coaching, Running, Personal Finance, Logistics, Data Analysis

Education
Beloit College   2010 — 2014
Bachelor's degree, Business/Managerial Economics

Delavan-Darien High School   2006 — 2010
High School Diploma

Daniel Legere Daniel Legere Bangor, Maine Area Details
Daniel Legere's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
University of Maine  June 2008 - September 2014
Broadway Veterinary Clinic   November 2012 - June 2013

Education
Beal College   2013 — 2016
Associate of Arts and Sciences (AAS), Accounting

Beal College   2010 — 2012
Associate of Arts and Sciences (AAS), Administrative Management

Orono High School   2005 — 2009
High School Diploma

Seth Waller Seth Waller Salisbury, North Carolina Details
Seth Waller's Ameriprise Financial Services, Inc. Experience February 2010 - December 2011
Job President at Falcon Investments
Industry Financial Services
Experience
Falcon Investments  January 2012 - Present
Ameriprise Financial Services, Inc.   February 2010 - December 2011
Edward Jones  2009 - 2009

Skills
Finance, Entrepreneurship, Business Development, Retirement Planning, Strategic Financial..., Investments, Series 7, Wealth Management, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Insurance, Investment Management, Financial Planning

Education
Belmont Abbey College   2004 — 2008
Bachelor of Arts (B.A.), Business Management

Ira J. Krulik, CFP®, CRPC®, CMFC® Ira J. Krulik, CFP®, CRPC®, CMFC® Greater New York City Area Details
Ira J. Krulik, CFP®, CRPC®, CMFC®'s Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
IJK Consulting LLC   January 2013 - April 2014
New York Portfolio Clearing, LLC  July 2010 - August 2012
Credit Suisse Securities (USA) LLC   March 2000 - July 2010
Credit Suisse First Boston  April 1996 - March 2000
Merrill Lynch Futures, Inc.   1979 - 1996

Education
Pace University - Lubin School of Business   1986 — 1989
MBA, Investment Analysis

Baruch College, City University of New York (CUNY)   1978 — 1982
BBA, Business

Kingsborough Community College   1975 — 1977
AAS, Accounting

Michael Gascon Michael Gascon Greater Grand Rapids, Michigan Area Details
Michael Gascon's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Regional Sales Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2013 - Present
Hantz Financial  September 2006 - November 2013

Skills
Series 7, Series 63, Life, Accident and..., Property & Casualty..., Retirement, Strategic Financial..., Risk Management, Retirement Planning, Insurance, Investments, Life Insurance, Tax, Financial Advisory, Estate Planning, Wealth, Financial Analysis, Finance, Financial Planning, Mutual Funds

Education
Grand Valley State University   2003 — 2006
Bachelors, Business Finance

Bay de Noc Community College   2002 — 2003

Tim Mertins Tim Mertins Greater Milwaukee Area Details
Tim Mertins's Ameriprise Financial Services, Inc. Experience December 2005 - March 2007
Job Account Manager at Enterprise Fleet Management
Industry Automotive
Experience
Enterprise Fleet Management  February 2013 - Present
Enterprise Fleet Management  March 2009 - January 2013
Enterprise Rent-A-Car  April 2007 - March 2009
Ameriprise Financial Services, Inc.   December 2005 - March 2007

Skills
Risk Management, Analysis, Fleet Management, Transportation, Vehicles, Sales Management, Team Building, Account Management, New Business Development, Coaching, Customer Service, Cold Calling, Program Management, Sales Process, Marketing, Sales

Education
Beloit College   2001 — 2005
BA, Business Administration

Arrowhead High School   1997 — 2001

David Gramkow, CFP®, CRPC®, MBA David Gramkow, CFP®, CRPC®, MBA Wichita, Kansas Area Details
David Gramkow, CFP®, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience May 2006 - Present
Job BRANCH MANAGER/CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2006 - Present

Education
Kansas State University   2001 — 2003
Bachelor of Science, Major in Business with an Emphasis in Marketing

Baker University   2009 — 2013
Master's Degree in Business Administration & Management with Emphasis in Finance

Meade High School

Richard Routie Richard Routie Orlando, Florida Area Details
Richard Routie's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job President & Senior Pastor
Industry Religious Institutions
Experience
Ameriprise Financial Services, Inc.   May 2011 - Present
RCF Church and MarketPlace Ministries   June 1995 - Present
Edward Jones  July 2008 - August 2010
SIAC/NYSE  1993 - November 1998

Skills
Entrepreneurship, Training, Financial Analysis, Strategic Financial..., Budgets, Mentoring, Budgeting, Personal Finance

Education
Saint John's University   1994 — 1996
MBA, Finance

Baruch College   1990 — 1993
BBA, Accounting

Bradley Burnfield, CFP®, ChFC® Bradley Burnfield, CFP®, ChFC® Granbury, Texas Details
Bradley Burnfield, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1998 - Present
Ameriprise Financial Services, Inc.   January 1998 - Present

Education
Baylor University   1994 — 1996
MES, Master of Environmental Studies

Baylor University - Hankamer School of Business   1990 — 1994
BA, Business Administration

Courtney Hughes Courtney Hughes Boston, Massachusetts Details
Courtney Hughes's Ameriprise Financial Services, Inc. Experience June 2008 - August 2008
Job Public Relations & Sales Coordinator at Four Seasons Hotels and Resorts
Industry Hospitality
Experience
Four Seasons Hotels and Resorts  April 2012 - Present
Hilton Worldwide Boston   October 2010 - April 2012
Liberty Hotel  January 2010 - May 2010
Room to Dream Foundation  June 2009 - August 2009
The Mount Vernon Company  December 2005 - December 2008
Ameriprise Financial Services, Inc.   June 2008 - August 2008
Boston Sports Club  May 2006 - August 2008
DoubleTree Guest Suites  May 2006 - May 2006

Skills
Event Planning, Event Management, Leadership, Proposal Writing, Facebook, Public Relations, Marketing, Hospitality, Budgets, Sales, Management

Education
Gordon College   2006 — 2010
Bachelor of Arts, Communication Arts, Business Administration

Baylor University   2006 — 2007
Public Relations/Image Management

Lexington Christian Academy   1999 — 2006

Faith Enogieru Faith Enogieru Greater Nashville Area Details
Faith Enogieru's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Database Administrator (Marketing) at Africair, Inc.
Industry Entertainment
Experience
Africair, Inc.   November 2013 - Present
Ameriprise Financial Services, Inc.   July 2013 - Present
Warner Music Group/Word Entertainment   January 2013 - April 2013
Miami City Ballet  August 2010 - January 2011
Southern Audio Visual  September 2009 - January 2011
Clear Channel Communications  January 2010 - May 2010
Miami Dade College  January 2008 - May 2010

Skills
Research, Entertainment, Music, Event Management, Music Publishing, Social Media, Music Industry, Video, Sound, Marketing, Live Events, Video Production

Education
Belmont University   2011 — 2012
Bachelor of Business Administration (BBA), Music Business

Miami Dade College   2008 — 2010
Associates Degree, Music Business - Business Administration

Dow Heard Dow Heard Houston, Texas Area Details
Dow Heard's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1999 - Present

Education
Baylor Law School
Doctor of Law (J.D.)

Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.), Finance, General

Elisabeth Lee Elisabeth Lee Greater New York City Area Details
Elisabeth Lee's Ameriprise Financial Services, Inc. Experience September 2012 - June 2013
Job Intern at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP  May 2015 - Present
America Works  October 2014 - June 2015
Twin Service Corporation   July 2013 - September 2014
Bean & Bean   April 2013 - September 2014
Ameriprise Financial Services, Inc.   September 2012 - June 2013

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership

Education
Baruch College, City University of New York (CUNY)   2013 — 2017

Herricks High School   2009 — 2013

Katelyn Sullivan Katelyn Sullivan Greater Boston Area Details
Katelyn Sullivan's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Compliance Manager at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
NASDAQ OMX  June 2013 - February 2014
Thomson Reuters  April 2012 - May 2013
Fidelity Investments  November 2011 - January 2012
Wellington Management  February 2008 - October 2011
BNY Mellon  April 2006 - January 2008
Fidelity Investments  2005 - 2006
Fidelity Investments  2003 - 2005

Skills
Compliance Management, Auditing, Operations Management, Project Planning, Project Implementation, System Testing, Group Presentations, Customer Presentations, Subscription Management, Client Relations, System Administration, Microsoft Office, Business Continuity..., Vendor Management, Policy Analysis, Internal Controls, Training Manuals, SharePoint, Database Administration, SEC reporting, Reporting & Analysis, Compliance, Analysis, SEC filings, SQL, PeopleSoft, Integration, Forecasting, Change Management, Securities, Governance, Management, Business Analysis, Equities, Risk Management, Financial Services, Project Management

Education
Suffolk University - Sawyer School of Management   2003 — 2005
MBA, Organizational Behavior

Babson College   1996 — 2000
Bachelor of Science, Finance and International Studies

Wellesley High School   1992 — 1996

Charles Hwang Charles Hwang New York, New York Details
Charles Hwang's Ameriprise Financial Services, Inc. Experience January 2006 - October 2008
Job Senior Associate at EY
Industry Accounting
Experience
EY  August 2015 - Present
EY  June 2014 - August 2014
Self-Employed  October 2010 - May 2014
Avatar Securities, LLC  October 2008 - October 2010
Ameriprise Financial Services, Inc.   January 2006 - October 2008
E*TRADE Financial  May 2000 - May 2005

Skills
Mandarin, Bloomberg, Valuation, Equities, Financial Modeling, Equity Research, Fixed Income, Series 7, Trading, Financial Risk, Securities, Alternative Investments, Hedge Funds, Capital Markets, Finance

Education
City University of New York-Baruch College - Zicklin School of Business   2013 — 2015

University of Rochester   1996 — 2000
Bachelor of Arts (B.A.), Economics

Sam Thornal II Sam Thornal II Plano, Texas Details
Sam Thornal II's Ameriprise Financial Services, Inc. Experience February 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2002 - Present

Skills
Small Business Planning, Public Speaking, Protection Planning, Community Service, Business Strategy

Education
Baylor University   1996 — 1998
Bachelor or Science

Kelly Wapp Kelly Wapp Wichita, Kansas Details
Kelly Wapp's Ameriprise Financial Services, Inc. Experience June 2006 - May 2007
Job Portfolio Administrator at 1888 Management, LLC
Industry Investment Management
Experience
1888 Management, LLC   January 2015 - Present
Koch Industries  May 2007 - December 2014
Ameriprise Financial Services, Inc.   June 2006 - May 2007
Carey,Thomas,Hoover, and Breault, Inc.   May 2005 - January 2006

Skills
Asset Management, Strategic Financial..., Finance, Cash Management, Portfolio Management, Compliance, Financial Forecasting, Trading

Education
Bellevue University   2000 — 2002
Bachelor's degree, Business Administration and Management, General

Amanda J Yancho Amanda J Yancho Traverse City, Michigan Details
Amanda J Yancho's Ameriprise Financial Services, Inc. Experience March 2008 - July 2010
Job Firefighter & EMTB
Industry Hospital & Health Care
Experience
Glen Lake Fire Department   December 2012 - Present
Grand Traverse Metro Emergency Services Authority   June 2012 - Present
Benzie County EMS   May 2012 - Present
Multiple Locations  April 2011 - Present
GT Rural Fire Department   2011 - Present
West Shore Medical Center  July 2012 - July 2013
Phillip C Yancho, DDS   July 2010 - May 2012
Ameriprise Financial Services, Inc.   March 2008 - July 2010

Skills
Process Improvement, Customer Service, Healthcare, Microsoft Excel, Data Entry, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Insurance, Software Documentation, Training, Data Analysis, Event Planning

Education
Northwestern Michigan College   2011 — 2013

Northwestern Michigan Regional Training Center   2011 — 2012
Firefighter 1 & 2, Pass

Baker College Center for Graduate Studies   2010 — 2011
EMT Certification, BLS

Craig Donowho, CFP Craig Donowho, CFP San Antonio, Texas Area Details
Craig Donowho, CFP's Ameriprise Financial Services, Inc. Experience January 1988 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1988 - Present
Fidelity Investments  June 1987 - August 1987

Education
Baylor University   1982 — 1987
BBA, Financial Planning

College for Financial Planning
Bachelor of Business Administration (BBA), Financial Planning

Sandhya Krishnamurthy Sandhya Krishnamurthy San Francisco Bay Area Details
Sandhya Krishnamurthy's Ameriprise Financial Services, Inc. Experience November 2009 - April 2011
Job Business Growth Enabler | Management Consultant to Financial Services businesses | Entrepreneur
Industry Management Consulting
Experience
S2E Consulting, LLC   September 2014 - Present
Taproot Foundation  February 2013 - Present
LPL Financial  September 2013 - August 2014
Charles Schwab  December 2011 - October 2012
Ameriprise Financial Services, Inc.   November 2009 - April 2011
Ameriprise Financial, Inc  October 2008 - November 2009
Ameriprise Financial Inc  2006 - 2008
Ameriprise Financial  2004 - 2006
American Express  2002 - 2004

Skills
Strategy, Cross-functional Team..., Leadership, Program Management, Management, Business Analysis, Marketing, Financial Services, Competitive Analysis, Management Consulting, Product Management, Segmentation

Education
Indian Institute of Management, Bangalore   2000 — 2002
PGDM, Strategy, Finance

Portland State University   1998 — 1999
B.S., General Science, Business Administration

Bangalore University   1991 — 1994
B Sc, Mathematics, Statistics, Economics

Mark Abraham, CFP® Mark Abraham, CFP® Sandy Hook, Connecticut Details
Mark Abraham, CFP®'s Ameriprise Financial Services, Inc. Experience 2002 - August 2010
Job Sole Practitioner at MA Financial Planning, LLC
Industry Financial Services
Experience
MA Financial Planning, LLC   August 2010 - Present
Ameriprise Financial Services, Inc.   2002 - August 2010

Skills
Retirement Planning, Investments, Estate Planning, Investment Strategies, Financial Goals, Financial Planners, Strategic Planning, Tax, Finance

Education
New York University   1990 — 1994
MA

Bates College

McGill University
Biochemistry

Jennifer Sexton, CFP® Jennifer Sexton, CFP® Greater Nashville Area Details
Jennifer Sexton, CFP®'s Ameriprise Financial Services, Inc. Experience October 1991 - Present
Job A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1991 - Present

Education
Belmont University   1988 — 1990
B.A., Finance

Motlow State Community College   1982 — 1984
Associate's Degree

Brandon Turner, CFP®, CRPC®, MBA Brandon Turner, CFP®, CRPC®, MBA Kansas City, Missouri Area Details
Brandon Turner, CFP®, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2005 - Present
Waterway  1999 - 2002

Skills
Retirement Planning

Education
The University of Kansas   2001 — 2005
B.A., Finance

Baker University   2008 — 2010
MBA, Finance

Jason M Hull Jason M Hull Barnstable/Yarmouth, Massachusetts Area Details
Jason M Hull's Ameriprise Financial Services, Inc. Experience February 2004 - August 2010
Job Director of Human Resources at Nantucket Cottage Hospital
Industry Hospital & Health Care
Experience
Nantucket Cottage Hospital  June 2015 - Present
Nantucket Cottage Hospital  October 2013 - June 2015
The Walt Disney Company  January 2011 - October 2013
Ameriprise Financial Services, Inc.   February 2004 - August 2010
Ameriprise Financial Services, Inc.   September 2005 - August 2006
Mike Lamb, Inc   April 2000 - September 2003
Mike Lamb, Inc   January 1997 - April 2000
First Data Corporation  January 1996 - January 1997

Skills
Financial Analysis, Team Building, Leadership, Negotiation, Retirement Planning, Management, Budgets, Strategic Planning, Sales, Business Development, Public Speaking, Insurance, Process Improvement, Finance, Business Planning, Marketing Strategy, Marketing, Small Business, Fundraising, Customer Service, Entrepreneurship, Microsoft Word, Forecasting, Investments

Education
Isenberg School of Management, UMass Amherst   2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

Babson College   1989 — 1993
Bachelor of Science, Finance/Investments

Keith Kunzig Keith Kunzig Tampa/St. Petersburg, Florida Area Details
Keith Kunzig's Ameriprise Financial Services, Inc. Experience June 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2009 - Present
UBS Wealth Management  January 2008 - April 2009
Morgan Stanley  January 2006 - January 2008
Gold's Gym  January 2002 - January 2006

Education
Bakersfield College   1985 — 1987
2YR., Business

Toni Pantuosco Toni Pantuosco Springfield, Massachusetts Area Details
Toni Pantuosco's Ameriprise Financial Services, Inc. Experience May 2009 - June 2013
Job Search Consultant at Management Search, Inc.
Industry Staffing and Recruiting
Experience
Management Search  October 2014 - Present
Windsor Marketing Group  July 2013 - August 2014
Ameriprise Financial Services, Inc.   May 2009 - June 2013
Commission Junction  2005 - 2008

Education
Babson College   2001 — 2005
Bachelor's Degree, Marketing

Cathedral High School   1997 — 2001

Matthew Winkelman Matthew Winkelman Charlotte, North Carolina Area Details
Matthew Winkelman's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Senior Sales and Training Executive | Fortune Company Experience | MetLife and Genworth
Industry Professional Training & Coaching
Experience
MetLife  2013 - October 2014
Genworth Financial  2011 - 2013
Genworth Financial  2008 - 2011
Genworth  2005 - 2008
Ameriprise Financial Services, Inc.   2003 - 2005

Skills
Learning Management, Training Delivery, Sales Rep Training, Sales Management, Leadership Development, Curriculum Development, Coaching, Selling Skills, Soft Skills, Sales Leadership..., Life Insurance, Series 7, Series 24, Annuity Sales, Long Term Care Insurance, Fixed Annuities, Sales, Variable Annuities, Insurance, Leadership, Management, Financial Services, Retirement, Strategy, Long-term Care, Retirement Planning, Training

Education
Bellevue University   2015 — 2017
Bachelor’s Degree, Business Administration

University of Richmond   1998 — 2002
Business Administration and Management, General

Anu Chowdary Anu Chowdary United States Details
Anu Chowdary's Ameriprise Financial Services, Inc. Experience December 2006 - July 2007
Job Sr. SQA Analyst
Industry Computer Software
Experience
Munich Reinsurance America, Inc.   July 2014 - Present
ESPN  January 2014 - Present
Fiserv  March 2013 - Present
Charter Communications  January 2009 - April 2012
Cognizant Technology Solutions  December 2006 - January 2010
mass mutual financials   October 2008 - December 2008
Thrivent Financial for Lutherans  May 2008 - October 2008
Merck  August 2007 - March 2008
Ameriprise Financial Services, Inc.   December 2006 - July 2007
Atlantic Container Line  May 2006 - December 2006

Skills
Requirements Analysis, SQL, SDLC, Testing, Quality Assurance

Education
Bangalore University   2001 — 2003
Bachelor's in Mgmt., Mgmt & Computer applications.

Sandy Strohmeyer, CFP Sandy Strohmeyer, CFP Dallas/Fort Worth Area Details
Sandy Strohmeyer, CFP'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
Baylor University   1990 — 1994
BBA, Financial Planning and Services

Michaela Voor Vart, FALU, FLMI, PCS, ARA Michaela Voor Vart, FALU, FLMI, PCS, ARA Greater Omaha Area Details
Michaela Voor Vart, FALU, FLMI, PCS, ARA's Ameriprise Financial Services, Inc. Experience June 2007 - April 2012
Job Senior Life Underwriter at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance  July 2014 - Present
Legal & General  April 2012 - July 2014
Ameriprise Financial Services, Inc.   June 2007 - April 2012
Mutual of Omaha  May 2004 - May 2007

Skills
Finance, Insurance, Retirement Planning, Underwriting, Microsoft Office, Long-term Care, Health Insurance, Strategic Financial..., Life Insurance, Disability Insurance, Employee Training, Microsoft Excel, Employee Benefits, Term Life Insurance, Financial Planning, Retirement

Education
Bellevue University   2001 — 2003
Master of Business Administration (MBA)

University of Nebraska-Lincoln   1992 — 1998
Bachelor of Science (BS), Apparel and Textiles

William D'Agostino, AIF® William D'Agostino, AIF® Waltham, Massachusetts Details
William D'Agostino, AIF®'s Ameriprise Financial Services, Inc. Experience June 1997 - July 2012
Job President & Financial Advisor at Aspire Wealth Management Corporation
Industry Financial Services
Experience
Aspire Wealth Management Corporation   July 2012 - Present
Ameriprise Financial Services, Inc.   June 1997 - July 2012

Skills
Retirement Planning, Asset Allocation, Financial Advisory, Protection..., Estate Planning, Wealth Management, Series 65, Business Planning

Education
Babson College   1993 — 1997
Finance & Investments

Malden Catholic High School

Christopher D. Baroni Christopher D. Baroni Long Beach, California Details
Christopher D. Baroni's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2009 - Present
Morgan Stanley  January 2001 - December 2003
Merrill Lynch  October 1998 - January 2000

Education
Belmont University   1991 — 1993
Business Administration, Management Information Systems

Nicholls State University   1987 — 1991

Archbishop Rummel   1984 — 1987
High School, High School

OLDP

Charles Glaub Charles Glaub Greater Detroit Area Details
Charles Glaub's Ameriprise Financial Services, Inc. Experience July 1987 - August 1995
Job District Sales Coordinator at Aflac
Industry Insurance
Experience
Aflac  April 2011 - Present
Aflac  September 1995 - Present
Aflac  October 1997 - June 2007
Ameriprise Financial Services, Inc.   July 1987 - August 1995

Skills
Sales Process, Sales..., Human Resources, Public Relations, Sales Management, Customer Acquisition, Customer Service

Education
Ball State University   1971 — 1976
Bachelor of Science, Education/Coaching/Aquatics

Erik Scudder Erik Scudder Washington D.C. Metro Area Details
Erik Scudder's Ameriprise Financial Services, Inc. Experience September 2006 - November 2013
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners  November 2013 - Present
Ameriprise Financial Services, Inc.   September 2006 - November 2013
Ameriprise Financial  August 2007 - May 2009
Great American Restaurants  August 2002 - August 2006

Education
Baldwin Wallace University   1998 — 2002

Amy Bickers Amy Bickers Greater Chicago Area Details
Amy Bickers's Ameriprise Financial Services, Inc. Experience 2009 - 2010
Job Customerfocused Business Development, Communications and Relationship Management
Industry Financial Services
Experience
Northern Trust  October 2013 - Present
Northern Trust Corporation  September 2010 - October 2013
Ameriprise Financial Services, Inc.   2009 - 2010
Amy Bickers Communications   2005 - 2009
U.S. Department of State   2000 - 2004
U.S. Department of State   1998 - 2000
CNBC International  1996 - 1997
CNN  1990 - 1996

Skills
Asset Management, Asset Managment, Investments, Financial Services, Strategic Communications, Equities, Media Relations, Public Speaking, Mutual Funds, Content Development, Research, Business Development, Wealth Management, Public Relations, Project Management, Content Management, Press Releases, Editing, Nonprofits, Banking, Investor Relations

Education
The London School of Economics and Political Science (LSE)   1993 — 1994
MS, World Economy

Barnard College   1985 — 1989
BA Magna Cum Laude, English

Lei Zeng Lei Zeng Marlborough, Massachusetts Details
Lei Zeng's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Investment Manager and Financial Planning Analyst for Ameriprise Financial ServiceAnchor Wealth Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Zolio Inc  June 2014 - September 2014
Clark University  January 2014 - April 2014
Main South Community Development Corporation  January 2014 - April 2014
China Zheshang Bank  May 2013 - August 2013
Mingyangchangjing Law Firm   June 2010 - August 2010

Skills
Financial Analysis, Microsoft Office, Financial Modeling, Research, Public Speaking, Risk Management, Corporate Finance, Microsoft Excel, PowerPoint, Strategic Planning, Legal Writing, Financial Research, Project Management, Investments, Analysis, Microsoft Word, Customer Service, English, Teaching, Budgets, Marketing, Windows, Personal Financial..., Retirement Planning

Education
Clark University   2012 — 2014
MSF, Master of Finance, 3.55

University of Southern California   2011 — 2012
Master of Laws (LLM), Business

Beijing Institute of Technology   2007 — 2011
Bachelor of Laws (LLB), General Law

Beijing Institute of Technology   2007 — 2011
Bachelor of Business Administration (B.B.A.)

University of Oxford   2009 — 2009
English Legal Systemt

Shandong University   2008 — 2009
Exchange Student, Law

Michael Vollmin Michael Vollmin Babson Park, Massachusetts Details
Michael Vollmin's Ameriprise Financial Services, Inc. Experience May 2014 - August 2015
Job Intern at Infusion Global Partners
Industry Investment Management
Experience
Infusion Global Partners   September 2015 - Present
Babson College  November 2012 - Present
Ameriprise Financial Services, Inc.   May 2014 - August 2015
Dow Jones  September 2014 - May 2015
WiGo   July 2014 - May 2015
Merrill Lynch  October 2014 - January 2015
KIND  October 2013 - August 2014
Pro Ambitions Hockey Inc.  February 2014 - May 2014
Babson Skating Center   August 2012 - May 2014
Wears Woody   April 2013 - September 2013

Skills
Bloomberg, Morningstar, Thompson One, Teamwork, Start-ups, PowerPoint, Social Media, Microsoft Excel, Entrepreneurship, Financial Analysis, Marketing, Microsoft Word, Microsoft Office, Customer Service, Management, Accounting, Minitab, Ice Hockey, Public Speaking

Education
Babson College   2012 — 2016
Finance, General

new hampton school   2008 — 2011
high school diploma

John Levitz, MBA John Levitz, MBA Fort Lauderdale, Florida Details
John Levitz, MBA's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor/Vice President Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Morgan Stanley Smith Barney  October 1993 - February 2012

Education
Barry University   1991 — 1993
Master of Business Administration (M.B.A.), Dwayne O. Andreas School of Business - Finance & Investments Focus

Florida State University   1974 — 1978
Bachelor of Arts (BA), English & Business Co-Major

Anish Rathod Anish Rathod Miami, Florida Details
Anish Rathod's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor @ Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
JHS Capital Advisors, LLC  April 2013 - August 2015
BENNU Legal Services NFP  August 2011 - November 2011

Education
Barry University
Bachelor of Business Administration (B.B.A.), Finance, General

College of Lake County
Associate of Science (A.S.), Business Management

St. Anne's High School

Steven Guida Steven Guida Orange County, California Area Details
Steven Guida's Ameriprise Financial Services, Inc. Experience 2001 - 2006
Job President, American Funds Service Group
Industry Financial Services
Experience
Capital Group Companies, American Funds  August 2006 - Present
Ameriprise Financial Services, Inc.   2001 - 2006
USBank  January 1998 - September 2001
Star Tribune  July 1992 - December 1998
Tribune Company  1989 - 1995
South Florida Sun Sentinel  1989 - 1992
UPS  1980 - 1989

Skills
Process Improvement, Change Management, Organizational..., Operations Management, Team Building, Program Implementation, Business Strategy, Strategic Planning, Series 7, Series 24, Leadership, Strategy, Mutual Funds, Risk Management, CRM, Management, Vendor Management, Sales, Financial Services, Insurance, Business Analysis, Asset Management, Program Management, Business Process..., Executive Management, Management Consulting, Performance Management, Mergers & Acquisitions, Cross-functional Team...

Education
Barry University - Dwayne O. Andreas School of Law   1994 — 1995
MBA, Business Administration

New York Institute of Technology-Old Westbury   1978 — 1982
B.S, General Studies/ Business

Robert Burris Robert Burris Richmond, Virginia Area Details
Robert Burris's Ameriprise Financial Services, Inc. Experience September 2005 - May 2012
Job Community Services & Resources
Industry Nonprofit Organization Management
Experience
Hokkien Harvest International   May 2012 - Present
Ameriprise Financial Services, Inc.   September 2005 - May 2012

Education
Baylor University
BA

Golden Gate Baptist Theological Seminary
Master of Divinity

Jerry Wade Jerry Wade Minneapolis, Minnesota Details
Jerry Wade's Ameriprise Financial Services, Inc. Experience October 1984 - December 1994
Job Founder, CEO, Wade Financial Group
Industry Investment Management
Experience
Wade Financial Group  January 1994 - Present
Twin Cities Film Festival   2013 - January 2015
Indy Luxury Rentals   January 2014 - December 2014
MN News Network   2004 - 2006
American Express  January 1993 - December 1994
Ameriprise Financial Services, Inc.   October 1984 - December 1994

Skills
Value Investing, Financial Planning, Portfolio Management, Executive Management, Investments, Asset Management, Wealth Management, Retirement Planning, Strategic Financial..., Small Business, Investment Advisory, Financial Advisory, Asset Managment, Estate Planning, Fixed Annuities, Financial Planners, Mutual Funds, Financial Services, 401k, Retirement, Finance, Strategy, Investment Management, High Net Worth..., Asset Allocation, Investment Strategies, Equities, Long-term Care, Series 63

Education
Ball State University   1977 — 1981
Bachelor of Science, Communications

SOHN - School of Hard Knocks   1972 — 2014
Doctor of Philosophy (Ph.D.), Life, Pending!

Chrysler High School   1974 — 1977
Grew Up, The Usual!

Tom H. Asimou, CRPC®, MBA Tom H. Asimou, CRPC®, MBA Avon, Ohio Details
Tom H. Asimou, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience February 2000 - Present
Job With the practice of Joe L Flinner, CFP®, CRPC® Landing Point Financial Group A private wealth advisory practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2000 - Present
Ameriprise Financial Services, Inc.   February 1987 - January 2000
Dow Chemical  September 1980 - June 1985

Skills
Retirement Planning, Investments, Retirement, Estate Planning, Finance, Insurance, Employee Benefits, Management, Accounting, Tax, Series 7, Wealth Management, Strategic Financial..., Research, Asset Allocation

Education
Baldwin-Wallace College   1983 — 1985
Master of Business Administration (MBA), Finance and Financial Management Services

The Ohio State University   1976 — 1979
BSCHE, Chemical Engineering

The Ohio State University   1976 — 1979
BSCHE, Chemical Engineer

Jim Barr, Wealth Advisor Jim Barr, Wealth Advisor West Palm Beach, Florida Area Details
Jim Barr, Wealth Advisor's Ameriprise Financial Services, Inc. Experience February 2005 - August 2011
Job Financial Advisor |Managing Director| 30+yr Experience | Retirement Planning | Second Opinion | Investments | Insurance
Industry Financial Services
Experience
Reserve Wealth Management, LLC   August 2011 - Present
LPL Financial  2011 - 2014
Ameriprise Financial Services, Inc.   February 2005 - August 2011
Applied Card Systems  May 2001 - September 2003
Champion Computer Solutions   March 1998 - May 2001
T-Square  October 1991 - March 1998

Skills
Estate Planning, Women & Money, Retirement Planning, Tax Reduction Strategies, Cash Management, Roth, Investments, Small Business..., Strategic Financial..., Asset Protection, Second Opinions, Financial Advisory, Insurance, Trusts, Investment Portfolios, 401k Rollovers, Asset Management, Long-term Care, Securities, Investment Strategies, Portfolio Management, Fixed Annuities, Tax, Second Opinion, Personal Finance, Term Life Insurance, Roth IRA, Finance, Wealth, Asset Allocation, Money, Risk Management, Small Business, Employee Benefits, Disability Insurance, Wealth Management, Mutual Funds, Equities, 401k, Asset Managment, Alternative Investments, Investment Advisory, High Net Worth..., Financial Services, Life Insurance, Retirement, Baby Boomers, Boca Raton, Delray Beach, Income

Education
City University of New York-Baruch College - Zicklin School of Business   1969 — 1971
Graduate School, Finance & Investments

Fairleigh Dickinson University   1967 — 1969
BS, Accounting

College for Financial Planning   2005 — 2006
CRPC, Financial Planning

Kaplan University   2007 — 2008
Financial Planning Certificate, Financial Planning

John Macik John Macik Charlotte, North Carolina Area Details
John Macik's Ameriprise Financial Services, Inc. Experience May 2011 - July 2013
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2013 - Present
Management Equity, LLC   2007 - Present
Ameriprise Financial Services, Inc.   May 2011 - July 2013
Hantz Financial Services, Inc.   2007 - 2010
Fanz Racing/Rusty Wallace Racing, Inc.   2005 - 2007
American Speed Association, LLC   2003 - 2005
Jack Nicklaus, N+ Sports Management   1995 - 2003
Jack Nicklaus, Golden Bear International, Inc.   1990 - 1995
NFL Players Association  1979 - 1990

Skills
Marketing, Marketing Management, Mergers & Acquisitions, B2B, Integrated Marketing, Business Development, New Business Development, New Media, Marketing Strategy, Strategic Partnerships, Start-ups, Finance, Entrepreneurship, Strategic Planning

Education
University of Massachusetts, Amherst   1977 — 1979
Doctor of Philosophy (PhD), Sports Management, Exercise Science

Ball State University   1975 — 1977
MS Human Bioenergenics, Sports Medicine

Earlham College   1971 — 1975
Bachelor of Arts (B.A.)

Wayne High School   1967 — 1971

Tim Jefferson, CFP® Tim Jefferson, CFP® Franklin, Tennessee Details
Tim Jefferson, CFP®'s Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Financial Advisor, The Jefferson Group a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
MetLife Southern Financial Group   August 2005 - August 2013

Education
Belmont University - Jack C. Massey Graduate School of Business   2006 — 2007
Certificate in Financial Planning, Financial Planning

University of Alabama   1991 — 1995
Bachelor of Science, Finance & Marketing

Gary Benefiel, CRPC® Gary Benefiel, CRPC® Indianapolis, Indiana Area Details
Gary Benefiel, CRPC®'s Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2009 - Present
Merrill Lynch  1996 - 2009
CITIZENS BANK  1978 - 1996

Education
Ball State University

Marshall Dumont Marshall Dumont Greater New York City Area Details
Marshall Dumont's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Branch ManagerFinancial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
Merrill Lynch  December 2010 - May 2012
UBS FINANCIAL SERVICES, INC  2008 - 2010
Merrill Lynch  2007 - 2008
RYAN BECK & CO  2004 - 2007
NORTHEAST SECURITIES INC   2003 - 2004
SARATOGA CAPITAL INC   2003 - 2004
Prudential Securities, Inc.   1997 - 2003
Wells Fargo Advisors  1991 - 2003
PRUDENTIAL SECURITIES INC  1991 - 2003

Education
Cornell University   1979 — 1981

Cornell University
BS, Hotel Management

Baruch College, City University of New York (CUNY)
MBA, International Business

Yeshiva of Flatbush

Pamela Porter Pamela Porter San Francisco Bay Area Details
Pamela Porter's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Ameriprise Financial  April 2005 - November 2011
Adventist Health  January 2003 - February 2005

Education
Bakersfield College
Accounting

Kayla Hale Kayla Hale Greater Boston Area Details
Kayla Hale's Ameriprise Financial Services, Inc. Experience November 2011 - November 2012
Job Business Transformation Consultant at IBM
Industry Management Consulting
Experience
IBM  September 2015 - Present
Babson College  September 2014 - May 2015
Bank of America  June 2014 - August 2014
Diesel  September 2013 - December 2013
Walgreens  May 2013 - August 2013
Ameriprise Financial Services, Inc.   November 2011 - November 2012
Lazerwear Apparel   January 2012 - May 2012

Skills
Leadership, Microsoft Excel, Time Management, Team Leadership, Entrepreneurship, Customer Service, Analysis, Management, Marketing Strategy, Creative Problem Solving, Social Media, Public Speaking, Organizational..., Teamwork, Project Management, Project Planning, Business Development, Social Networking, Human Resources, Finance, Market Research, PowerPoint, Budgets, Operations Management, Microsoft Office

Education
Babson College   2010 — 2015
Bachelor of Science (B.S.), Business Analytics and Economics

University of Westminster   2013 — 2013
International Business

Ebony Dozier Ebony Dozier Boston, Massachusetts Details
Ebony Dozier's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Senior Dealer Operations Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
Citizens Bank  October 2007 - July 2011
Boston Financial Data Services  2005 - 2007
John Hancock Financial Services  June 2003 - August 2005

Skills
Series 7, Series 63, Mutual Funds, Securities, FINRA, Financial Services, Investments, Uniform Combined State..., Series 6, Series 24, Fixed Annuities, Banking, 401k, Process Improvement, Management, Trading

Education
Bridgewater State University   2000 — 2002
Communications Studies, Speech Communication and Rhetoric

Becker College   1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Scott Harstad, MBA, PMP (ret.), Author Scott Harstad, MBA, PMP (ret.), Author Greater Minneapolis-St. Paul Area Details
Scott Harstad, MBA, PMP (ret.), Author's Ameriprise Financial Services, Inc. Experience 2001 - 2007
Job
Industry Financial Services
Experience
Harstad Consulting and Publishing   February 2015 - July 2015
Wells Fargo Home Mortgage  September 2013 - January 2015
Wells Fargo CICCT   April 2012 - January 2013
Wells Fargo Trust   September 2011 - January 2012
MoneyGram International  March 2011 - August 2011
Wells Fargo Wholesale  February 2010 - January 2011
Minnesota Real Estate Exchangers- MREE   2005 - 2011
Express Scripts  June 2008 - January 2009
Ameriprise Financial Services, Inc.   2001 - 2007
State of Minnesota  2002 - 2003

Skills
Software Project..., Budgeting, Meeting Facilitation, Budgets, Strategic Planning, Workshop Facilitation, SDLC, Forecasting, Financial Variance..., Consulting, Change Management, Project Management, Integration, Process Improvement, Project Planning, Management, Business Analysis, Vendor Management, Leadership, PMP, Program Management

Education
University of Minnesota - Carlson School of Management   1982 — 1983
MBA, Finance and Investments

Bemidji State University   1975 — 1978
BS, Business Administration

St. Cloud State University   1976 — 1977
Business Administration and Management, General

Harmony High School   1968 — 1974
Diploma, General Studies

Dallas Johnson Dallas Johnson Greater Minneapolis-St. Paul Area Details
Dallas Johnson's Ameriprise Financial Services, Inc. Experience May 1996 - July 2015
Job Musician and community engagement director
Industry Performing Arts
Experience
Self-employed  August 2015 - Present
Red D Records and dallicious music publishing   January 1972 - Present
Ameriprise Financial Services, Inc.   May 1996 - July 2015
Ameriprise Financial  May 1995 - July 2015

Skills
Financial Services, Retirement Planning, Series 7, Social Media, Business Intelligence, Project Management, Strategic Planning, Public Speaking, Leadership, Program Management, Event Planning, Music, Coaching, Training, Non-profits, Social Networking, Change Management, Analysis, Fundraising, Entrepreneurship, Social Media Marketing, Nonprofits, Management Consulting, Sales, Team Leadership, Small Business, Marketing, Management, Leadership Development, Strategy, Team Building, Process Improvement, Event Management, Marketing Strategy, Organizational..., Business Development, Public Relations, Marketing Communications

Education
Bemidji State University

PHS

Sarah Pais Sarah Pais Dallas, Texas Details
Sarah Pais's Ameriprise Financial Services, Inc. Experience September 2009 - December 2012
Job Director of Operations
Industry Financial Services
Experience
360 Wealth Management LLC   September 2015 - Present
RBC Wealth Management  January 2013 - August 2015
Ameriprise Financial Services, Inc.   September 2009 - December 2012
Ameriprise Financial Services, Inc.   January 2007 - September 2009
Schlitterbahn Waterparks  May 2000 - September 2006

Skills
Series 7, Mutual Funds, Series 63, Finance, Wealth Management, Investments, Uniform Combined State..., Retirement Planning, Investment Advisory, Financial Planning, Asset Allocation, Fixed Annuities, Insurance, Series 24, Securities, FINRA, Microsoft Office, Retirement, Estate Planning, Strategic Financial..., Leadership, Customer Service

Education
Baylor University

Kim Thu Bach Kim Thu Bach Greater New York City Area Details
Kim Thu Bach's Ameriprise Financial Services, Inc. Experience March 2009 - July 2009
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   September 2014 - Present
JPMorgan Chase  June 2013 - September 2014
JPMorgan Chase  June 2012 - June 2013
DTCC  November 2011 - May 2012
MetroPlus Health Plan  March 2011 - November 2011
Bank of New York Mellon, Pershing LLC   June 2011 - August 2011
Ameriprise Financial Services, Inc.   March 2009 - July 2009

Skills
Financial Analysis, Financial Risk, Auditing, Internal Audit, Bloomberg, Financial Modeling, Fixed Income, Equities, Corporate Finance, Derivatives, Risk Management, Investment Banking, Finance, Microsoft Excel, Bloomberg Terminal, Access, Analysis, Due Diligence, Microsoft Office, PowerPoint, Project Management, Outlook, Team Leadership

Education
City University of New York-Baruch College - Zicklin School of Business   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Investments

Santa Monica College   2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 3.75

Jayson Brown Jayson Brown Fort Lauderdale, Florida Details
Jayson Brown's Ameriprise Financial Services, Inc. Experience March 2008 - September 2009
Job Director at Camden Capital
Industry Financial Services
Experience
Camden Capital  March 2014 - Present
TD Ameritrade  October 2010 - March 2014
Ameriprise Financial Services, Inc.   March 2008 - September 2009

Skills
Wealth Management, Series 7, Investment Advisory..., Asset Allocation, Tactical Asset..., Portfolio Management, Salesforce.com, Coaching, Sales, Recruiting, Individual stock..., Advanced estate planning, Structured Products, Fixed Income, Fundamental Analysis, Technical Analysis, 401k Rollovers, High Net Worth..., Retirement, Equities, IRAs, Retirement Planning, Options, Financial Advisory, ETFs, Investment Strategies, Investment Advisory, Uniform Combined State..., Investments, Mutual Funds, Series 63

Education
Barry University   2003 — 2007
Bachelor's degree, Finance, General

Venkatarun Rao Venkatarun Rao Babson Park, Massachusetts Details
Venkatarun Rao's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job Student at Babson College
Industry Management Consulting
Experience
EY  June 2015 - August 2015
NephroPlus   June 2014 - August 2014
Bihoop   May 2014 - July 2014
Ameriprise Financial Services, Inc.   January 2014 - May 2014
PepsiCo  September 2013 - December 2013
EY  July 2013 - August 2013
BluClear Solutions   August 2012 - April 2013
Mojostreet   June 2012 - July 2012

Skills
Microsoft Office, Accounting, Management Consulting, Leadership, Management, Entrepreneurship, Public Speaking, Teamwork, Analysis

Education
Babson College   2012 — 2016
Bachelor’s Degree, Economics and Global & Regional Studies, 3.57

Chirec Public School   2010 — 2012
High School, Business/Commerce, General

University of Oxford
Summer School, International Business, A+

University of Cambridge
Summer School, Mathematics and Science, A+

Zachary Phelps Zachary Phelps Wellesley Hills, Massachusetts Details
Zachary Phelps's Ameriprise Financial Services, Inc. Experience April 2015 - September 2015
Job Student Athlete at Babson College
Industry Financial Services
Experience
Wigo, INC (Who is Going Out?)   November 2014 - Present
FitBud   September 2014 - Present
Cancel LLC   January 2014 - Present
Ameriprise Financial Services, Inc.   April 2015 - September 2015
Wellesley Country Club  May 2015 - August 2015
Prove People Wrong   June 2012 - August 2013

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Coaching, Morningstar, Minitab, Thompson One, Hockey Coaching, Entrepreneurship, Start-ups

Education
Babson College   2014 — 2018
Candidate for Bachelor of Science in Business Management, Freshman

Westwood High School   2010 — 2013
High School

Lindsey Weldon Lindsey Weldon Dallas/Fort Worth Area Details
Lindsey Weldon's Ameriprise Financial Services, Inc. Experience January 2006 - February 2006
Job Essilor Vision Foundation Senior Manager of Development & Foundation Relations at Essilor
Industry Nonprofit Organization Management
Experience
Essilor  August 2014 - Present
Essilor  January 2013 - August 2014
Southern Methodist University  December 2009 - January 2012
Young Life  January 2006 - December 2010
Sherpa Management Partners   December 2007 - September 2009
Peacemakers Incorporated   January 2007 - December 2008
Peacemakers Incorporated   January 2007 - September 2007
Brown Brothers Harriman  February 2006 - February 2007
Ameriprise Financial Services, Inc.   January 2006 - February 2006
American Express Financial Advisors  January 2004 - February 2006

Skills
Fundraising, Event Planning, Program Management, Leadership, Non-profits, Grant Writing, Strategic Planning, Community Outreach, Training, Strategy, Public Speaking, Nonprofits, Business Development, Workshop Facilitation, Recruiting, Social Media, Time Management, Leadership Development, Marketing, Event Management, Public Relations, Customer Service, Marketing Communications, Data Analysis, Volunteer Management, Social Media Marketing, Team Building, Organizational..., Research, Program Development, Project Management, Social Networking, Management

Education
University of Texas at Dallas - Naveen Jindal School of Management   2014 — 2016
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management

The University of Texas at Dallas - School of Management   2011 — 2013
Master's Degree, Marketing - Branding and Analytics

Southern Methodist University   2010 — 2011
Executive Certificate in Global Systems and Sustainable Organizations

Baylor University   1999 — 2003
Bachelor's Degree, Marketing & International Business

Kate Canfield Kate Canfield Southfield, Michigan Details
Kate Canfield's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Coach at Key Management Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Key Management Group  January 2014 - Present
The National Society of Collegiate Scholars  November 2009 - Present
Clear Rate Communications, Inc.   August 2011 - December 2013

Skills
Microsoft Office, Compliance, Strategic Consulting, Asana, Contact Manager, Group Training, Process Improvement, Management

Education
Baker College of Auburn Hills   2009 — 2014
Bachelor of Business Administration (BBA), Human Resources Management and Services

Oakland University   2008 — 2009
General Studies

Reynaldo Urip Reynaldo Urip Greater Boston Area Details
Reynaldo Urip's Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job Product Management Intern at Staples
Industry Financial Services
Experience
Staples  July 2015 - Present
Ameriprise Financial Services, Inc.   January 2015 - May 2015
PT Matahari Department Store Tbk   June 2013 - August 2013
AmeriCorps  January 2013 - May 2013
Green River Community College  August 2012 - May 2013

Skills
Microsoft Office, Teamwork, Leadership, Financial Analysis, Critical Thinking, Management Consulting, Public Speaking, Quantitative Research, Statistics, Business Case, Financial Modelling, Econometric Modeling, Economic Statistics, Political Philosophy, Minitab, PowerPoint, Strategic Planning, EViews, Research, Social Media, Time Management, Microsoft Excel, Analysis, IBM SPSS, Data Analysis

Education
Babson College   2013 — 2015
Bachelor's Degree, Finance, Analytic, 3.59

Green River Community College   2011 — 2013
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.87

Pierce MacGuire Pierce MacGuire Waco, Texas Area Details
Pierce MacGuire's Ameriprise Financial Services, Inc. Experience January 2014 - April 2014
Job Law Student
Industry Law Practice
Experience
The Honorable Jeffrey C. Manske, Magistrate Judge for the Western District of Texas   August 2015 - Present
The Carlson Law Firm  2015 - August 2015
Ameriprise Financial Services, Inc.   January 2014 - April 2014
North Star Resource Group  August 2013 - December 2013

Skills
Investments, Finance, Economics, Management, Microsoft Excel, Portfolio Management, International Political..., Oil/Gas, Philanthropy, Asset Allocation, Spanish-speaking, Writing, Reading Comprehension, Case Analysis, Leadership, Spanish, Public Speaking

Education
Baylor University School of Law   2014 — 2017
Juris Doctor (J.D.), Law

Southwestern University   2010 — 2014
Bachelor's Degree, Business, Economics Minor

IES Barcelona
Study Abroad, Spanish and Economics

Portsmouth Abbey School
Diploma, Regular/General High School/Secondary Diploma Program

Charles Buddy Cline, CRPC® Charles Buddy Cline, CRPC® Fort Lauderdale, Florida Details
Charles Buddy Cline, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2001 - Present

Education
Barry University
Bachelor's degree, Accounting and Finance

South Broward High School

Dave Haugan Dave Haugan Minneapolis, Minnesota Details
Dave Haugan's Ameriprise Financial Services, Inc. Experience December 2000 - April 2007
Job Transplant Claims Analyst at Optum
Industry Health, Wellness and Fitness
Experience
Optum  November 2007 - Present
Ameriprise Financial Services, Inc.   December 2000 - April 2007
American Express Financial Advisors  July 1996 - December 2000
Hedberg Broadcasting   May 1989 - March 1996

Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Data Entry, Account Management, Building Relationships, Radio Broadcasting, Management, Radio Advertising, Voice Over, Copywriting, Mutual Funds, Investments, Retirement Services, 401k, Administrative Office..., Qualified Retirement..., Insurance, Healthcare

Education
Bemidji State University   1983 — 1986
Bachelor of Science (BS), Mass Communication/Media Studies

Concordia College   1982 — 1983
Music Education and Mass Communications

Emma (Zisser) Bloch Emma (Zisser) Bloch Greater New York City Area Details
Emma (Zisser) Bloch's Ameriprise Financial Services, Inc. Experience September 2005 - July 2010
Job Senior Relationship Manager, Oil and Supermarkets at American Express
Industry Financial Services
Experience
American Express  March 2014 - Present
American Express  July 2012 - March 2014
Ameriprise Financial Services, Inc.   September 2005 - July 2010

Skills
Client management, Sales, Marketing Strategy, Business Development, Business Strategy, Financial Advisory, Investment Management, Product Marketing, Banking, Portfolio Management, CRM, Finance, Strategy

Education
NYU Stern School of Business   2010 — 2012
Master of Business Administration (MBA), Finance and Marketing

Bates College   2001 — 2005
Bachelor of Arts (BA), Political Science and Economics

Amy Swenson Amy Swenson Greater Minneapolis-St. Paul Area Details
Amy Swenson's Ameriprise Financial Services, Inc. Experience August 2009 - September 2013
Job Manager Treasury Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2009 - September 2013
Ameriprise Financial Services, Inc.   September 2005 - August 2009

Skills
Corporate Finance, Cash Management, Leadership, Cash Flow, Microsoft Excel, Lotus Notes, Management, Microsoft Word, PowerPoint, Cash Flow Forecasting, Accounting, Financial Analysis

Education
Bemidji State University
BS, Business Administration

Aaron Fox Aaron Fox Cleveland/Akron, Ohio Area Details
Aaron Fox's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Executive Director at Sprenger Health Care Systems
Industry Hospital & Health Care
Experience
Sprenger Health Care Systems  2010 - Present
PartsSource Inc.  2009 - 2010
Principal Financial Group  2007 - 2009
Oswald Companies  2007 - 2007
Ameriprise Financial Services, Inc.   2005 - 2007

Skills
Leadership, Business Development, Finance, Team Building, Customer Service, Hospitals, Public Speaking, Process Improvement, Strategic Planning, Management, Strategic Financial..., Event Planning, Healthcare

Education
Case Western Reserve University
Lean Six Sigma Green Belt Certification

Baldwin-Wallace College
MBA, International Management

Ohio Northern University
BSBA, Accounting

Vladimir Olchanski Vladimir Olchanski Wellesley Hills, Massachusetts Details
Vladimir Olchanski's Ameriprise Financial Services, Inc. Experience January 2014 - July 2014
Job Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
Jefferies  May 2015 - Present
VTB  July 2014 - August 2014
Ameriprise Financial Services, Inc.   January 2014 - July 2014

Skills
Financial Analysis, Management, Project Management, Bloomberg Terminal, Bloomberg, @Risk, Palisades Decision Tools, Research, Capital IQ, Thompson One, Public Speaking, Microsoft Office, Microsoft Excel, Financial Modeling, Access, Risk Management

Education
Babson College   2012 — 2016
Bachelor's degree, Finance, General

Peddie School   2009 — 2012
High School

Supra Banerjee Supra Banerjee West Palm Beach, Florida Area Details
Supra Banerjee's Ameriprise Financial Services, Inc. Experience February 2014 - June 2015
Job Global IT Leader
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - June 2015
American Express  September 1998 - January 2014
Ocwen Financial Corporation - US  1997 - 1999
VISA (Latin American & Caribbean HO)   1995 - 1997
Bahrain National Insurance Co. ME   1991 - 1994
Price Waterhouse  1989 - 1991
Rockwell International  1986 - 1989

Education
Nova Southeastern University
MS, Leadership

Nova Southeastern University
Master of Business Administration (MBA)

Stanford University
Strategic Project Management

Barry University
BS, Physics and Info. Technology

Joshua Daniel Brown, CAS Joshua Daniel Brown, CAS Yonkers, New York Details
Joshua Daniel Brown, CAS's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
Merrill Lynch  1997 - 2011
Lew Lieberbaum & Company Inc   1994 - 1997

Education
Baruch College
BBA, Finance, Accounting & Marketing

William Levis, CFP®, CWS® William Levis, CFP®, CWS® Greater New York City Area Details
William Levis, CFP®, CWS®'s Ameriprise Financial Services, Inc. Experience May 1999 - November 2001
Job Senior Financial Advisor at First Allied Securities
Industry Financial Services
Experience
First Allied Securities  November 2009 - Present
Levis Planning   September 1999 - Present
Citi  December 2002 - November 2009
Ameriprise Financial Services, Inc.   May 1999 - November 2001

Skills
Investment Planning, Retirement Planning, Equities, Investments, Mutual Funds, Finance, Wealth Management, Series 7, Portfolio Management, Investment Advisory, Strategic Financial..., Securities, Investment Strategies

Education
City University of New York-Baruch College   1993 — 1996
Bachelor of Business Administration (BBA), International Business

Zack Clark, CFP® Zack Clark, CFP® Louisville, Kentucky Details
Zack Clark, CFP®'s Ameriprise Financial Services, Inc. Experience April 2009 - August 2009
Job Financial Planner at Coats Financial Planning
Industry Financial Services
Experience
Coats Financial Planning   June 2010 - Present
Ameriprise Financial Services, Inc.   April 2009 - August 2009

Skills
Estate Planning, Financial Planning, Retirement Planning, income tax planning, Investments, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Planners, Income Tax, Financial Advisory, Insurance, Finance, Microsoft Office, Employee Benefits, Financial Goals

Education
Bellarmine University   2010 — 2011
Accelerated Executive Certificate, Financial Planning

University of Louisville   2006 — 2010
Bachelor of Science in Business Administration, Finance

Owensboro Catholic High School   2002 — 2006

Carroll T. Clark Carroll T. Clark Miami, Florida Details
Carroll T. Clark's Ameriprise Financial Services, Inc. Experience January 1981 - Present
Job Carroll T. Clark, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1981 - Present

Education
Belhaven University
Bachelor’s Degree, History, Science, and Secondary Education

Dan McKenzie Dan McKenzie Greater Minneapolis-St. Paul Area Details
Dan McKenzie's Ameriprise Financial Services, Inc. Experience June 2006 - June 2007
Job Sr. Project Manager, working through Virtelligence, on assignment at Optum Health (United Health Group)
Industry Information Technology and Services
Experience
Optum Health (United Health Group)   January 2014 - April 2014
Best Buy  2013 - 2013
Prime Therapeutics  2012 - 2013
Ameriprise Financial  September 2011 - January 2012
Capella University  June 2011 - September 2011
Target  November 2010 - May 2011
Wells Fargo  July 2009 - September 2010
Medtronic  December 2007 - June 2009
Boston Scientific  June 2007 - November 2007
Ameriprise Financial Services, Inc.   June 2006 - June 2007

Skills
Retail, Healthcare, Logistics, Airlines, Supply Chain, Warehousing, Inventory Management, Supply Chain Management, Flight Operations, ERP, Healthcare IT, Stores, Customer Relations, Customer Service, Government, Software Documentation, Change Management, Healthcare Information..., Process Improvement, Business Analysis, Visio, SharePoint, Requirements Gathering, SDLC, Vendor Management, Testing, Business Requirements, Leadership, Business Process, Requirements Analysis, Business Process..., Flights, Program Management, MS Project, Integration, CRM, Agile Methodologies, PMO, Project Management, Agile Project Management, Software Development, Project Planning, Management, Quality Assurance, Analysis, Data Warehousing, Resource Management, Strategy, Training, PMP

Education
University of Minnesota-Twin Cities   1984 — 1986
Doctor of Arts

Wichita State University   1978 — 1980
Master of Arts, Music

Bemidji State University   1974 — 1978
Bachelor of Science, Music Education

Cheryl Olivanti Cheryl Olivanti Virginia, Minnesota Details
Cheryl Olivanti's Ameriprise Financial Services, Inc. Experience July 1998 - Present
Job Financial Adviosr with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1998 - Present

Education
Bemidji State University   1995 — 1998
B.S., Accounting and Business Administration

Mt. Iron High School

Barb Richter Barb Richter Greater Minneapolis-St. Paul Area Details
Barb Richter's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Director of Integrated Marketing at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2011 - Present
Best Buy  September 2006 - January 2011
BioScrip  2004 - 2006
Carlson Marketing Group  2003 - 2004
UnitedHealth Group  2001 - 2002
US Bank  1999 - 2001
US Bank  1994 - 1999
Land O'Lakes  1992 - 1994

Skills
Portfolio Management, Multi-channel Marketing, Loyalty Marketing, Segmentation, Direct Marketing, Marketing Strategy, Marketing Management, Cross-functional Team..., P&L Management, Relationship Marketing, Customer Insight, B2B, Customer Retention, Product Development, Strategy Development, Pricing, Strategic Planning, Integrated Marketing, Product Management, B2B Marketing, Database Marketing, Email Marketing, Retail, Marketing Communications, Customer Acquisition, Budget Management, Product Marketing, Business Strategy, Account Management, Brand Development, Leadership, Advertising, Marketing, Strategy, Strategic Partnerships, CRM, Brand Management, Analytics, Competitive Analysis, Team Leadership, Lead Generation, Marketing Research, Digital Marketing, Financial Services, E-commerce, Market Planning, Market Research, Online Marketing, Interactive Marketing, Mobile Marketing

Education
Bemidji State University
BS, Business Administration

University of Minnesota - Carlson School of Management
MBA, Marketing

Paula Bash Paula Bash Greater Minneapolis-St. Paul Area Details
Paula Bash's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Vice President Technology Planning & Administration at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial Services, Inc.   October 2012 - April 2013
Ameriprise Financial  March 2008 - October 2012
American Express Financial Advisors / Ameriprise Financial   June 2004 - March 2008
JPMorgan Chase  May 2003 - May 2004
Intellinex (Ernst & Young e-learning)   April 2002 - April 2003

Skills
Risk Management, Business Analysis, Process Improvement, Project Management, Program Management, Change Management, Financial Services, Leadership, Large Budget Management, Strategic Planning, Cross-functional Team..., Banking, Business Strategy, SDLC, Strategy, PMO, Business Process..., Strategic Financial..., IT Strategy, Project Portfolio..., Business Continuity, Disaster Recovery

Education
Baldwin-Wallace College   1999 — 2003
Bachelor of Science (BS), Computer Science

Stephanie Danks Stephanie Danks Greater Omaha Area Details
Stephanie Danks's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Construction
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Ameriprise Financial Services, Inc.   April 2011 - September 2014
Metro Omaha Builders Association   June 2007 - August 2010
Mutual of Omaha  April 2007 - June 2007
MediFit Corporate Services  October 2002 - March 2007

Skills
Fitness, Personal Training, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Series 7, Series 66

Education
Bellevue University   2004 — 2007
MBA

University of Nebraska at Omaha   1999 — 2002
BS, Exercise Science

Richard Cooney Richard Cooney Greater Boston Area Details
Richard Cooney's Ameriprise Financial Services, Inc. Experience March 2000 - June 2006
Job Experienced Sales Professional
Industry Investment Management
Experience
Schwab Institutional  June 2012 - July 2015
United States Marine Corps  November 2005 - November 2013
Eaton Vance  February 2007 - June 2012
Ameriprise Financial Services, Inc.   March 2000 - June 2006

Skills
Series 7, Series 66, ETFs, 401k, Financial Services, Financial Modeling, Uniform Combined State..., Securities, Series 63, Fixed Income, Strategic Financial..., Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Financial Analysis, Portfolio Management, Capital Markets, Estate Planning, Investment Management, Bloomberg, Relationship Management, Hedge Funds, Asset Management, Series 24, FINRA, Life Insurance, Trading, Retirement, Series 6, Risk Management, Mutual Funds, IRAs, Financial Advisory, Retirement Planning, Equities, Investments, Finance, Investment Strategies, Investment Advisory, Financial Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   2005 — 2012
Master's degree, Business Administration and Management, General

Saint Anselm College   1996 — 2000
Bachelor of Arts (B.A.), Finance, General

Ana Ramos, CRPC Ana Ramos, CRPC Miami/Fort Lauderdale Area Details
Ana Ramos, CRPC's Ameriprise Financial Services, Inc. Experience January 2005 - October 2008
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Colonial Bank  October 2008 - Present
Ameriprise Financial Services, Inc.   January 2005 - October 2008
Norwegian Cruise Lines  2003 - 2004
Norwegian Cruise Lines  2000 - 2003
Steiner Leisure Limited  1996 - 2000

Education
Barry University   1991 — 1994

Ted Jarvis, MBA Ted Jarvis, MBA Muncie, Indiana Area Details
Ted Jarvis, MBA's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   2013 - Present
Indiana Trust Company   July 2000 - April 2012

Education
Ball State University - College of Business

Northwestern Trust School

ROBERT REINERT ROBERT REINERT Washington D.C. Metro Area Details
ROBERT REINERT's Ameriprise Financial Services, Inc. Experience 2012 - 2015
Job Robert Reinert RIA
Industry Financial Services
Experience
ROBERT REINERT - RIA   June 2014 - Present
Ameriprise Financial Services, Inc.   2012 - 2015
Robert Reinert & Company   January 1994 - June 2014
ROBERT REINERT, CPA CONSULTING   January 1992 - December 1994
THE FARR COMPANIES (REAL ESTATE)   January 1986 - December 1990
CONTEL SERVICE CORPORATION   January 1984 - December 1986
BUCHANAN AND COMPANY CPA'S   January 1982 - December 1984
NATIONAL CITY BANK  January 1978 - January 1982
FOUR MEMBER POP BAND "COVENTRY"   January 1972 - December 1980

Skills
Accounting, Tax, Tax Preparation, Small Business, Finance, Financial Statements, Start-ups, Auditing, Mergers & Acquisitions, Bookkeeping, General Ledger, Analysis, Nonprofits, Tax Returns, Management Consulting, CPA, Management, Cash Flow, QuickBooks, Financial Reporting, Financial Analysis, Budgets, Financial Planners, Real Estate, Financial Planning, Executive Management, Income Tax, Corporate Tax, Payroll, Sales Tax, Singer-songwriter

Education
Baldwin Wallace University   1978 — 1980
Bachelor of Arts (B.A.), Accounting and Finance

Kent State University   1969 — 1971
None, Accounting major and a Music minor, Bachelor's program

Ohio University   1967 — 1969
None, Architecture

Regina (Byas) Williams Regina (Byas) Williams Houston, Texas Area Details
Regina (Byas) Williams's Ameriprise Financial Services, Inc. Experience April 2005 - September 2005
Job Package Solution Consultant
Industry Oil & Energy
Experience
IBM  September 2014 - Present
Emergent Professional Resources L.P. (EPR)   April 2014 - September 2014
National Oilwell Varco  April 2007 - April 2014
Resources Connection  September 2005 - April 2007
Ameriprise Financial Services, Inc.   April 2005 - September 2005
Resources Global Professionals  June 2004 - April 2005
Philips Service Co   March 2001 - October 2003
Enterprise Rent-A-Car  August 2000 - February 2001
DST Systems  June 1995 - May 2000

Skills
ERP, Business Analysis, JD Edwards, Business Process..., Integration, Sarbanes-Oxley Act, Management Consulting, Business Intelligence, IT Strategy, Vendor Management, PeopleSoft, Requirements Analysis, Business Process, Process Improvement, Oracle E-Business Suite, Project Management, Change Management, IT Management, MS Project, Visio, Accounting, Accounts Payable, Procurement, Consulting

Education
Baker University   1996 — 1999
Masters, Management

University of Central Missouri   1990 — 1991
NA, Accounting

Southwest High School   1986 — 1990

Anil Prasad Anil Prasad Greater Minneapolis-St. Paul Area Details
Anil Prasad's Ameriprise Financial Services, Inc. Experience July 2011 - November 2011
Job Director IT at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group  November 2011 - Present
Ameriprise Financial Services, Inc.   July 2011 - November 2011
Medtronic  October 2009 - May 2011
Ameriprise Financial  2007 - 2009
MetLife  2005 - 2007
Accenture Technology Solutions  2003 - 2005
GE IT Solutions and Ness Technologies   2001 - 2003
Wipro Technologies  1999 - 2001
BFL Software  1997 - 1999

Skills
Technology Management, Program Management, Healthcare, SDLC, Insurance, Enterprise Architecture, Data Warehousing, Vendor Management, Integration, Software Portfolio..., BIG Data, Hadoop-..., Enterprise Software, Cloud Computing, Oracle, Process Improvement, Strategy, Project Management, Change Management, Unix, Software Product..., Web Services, Business Intelligence, Business Process, Business Analysis, Requirements Analysis, Management, Consulting, IT Strategy

Education
University of St. Thomas   2013 — 2013
Mini MBA, Health Care Management

Six Sigma   2009 — 2010
NA, Six Sigma Black Belt

Birla Institute of Technology and Science, Pilani   2007 — 2009
MS, Software Systems

Visvesvaraya Technological University   1993 — 1997
B. E, Computer Science and Engineering

Bangalore University   1990 — 1992
Diploma (D C.sc and E), Computer Science and Engineering

PMI - PMP
PMP #1367995

Dale Driggs Dale Driggs West Lafayette, Indiana Details
Dale Driggs's Ameriprise Financial Services, Inc. Experience January 2008 - December 2013
Job Senior Financial Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC  December 2013 - Present
Ameriprise Financial Services, Inc.   January 2008 - December 2013

Skills
Retirement Planning, Investments

Education
Ball State University
Master of Business Administration (M.B.A.), Finance and Economics

Alisha Telci Alisha Telci Greater Minneapolis-St. Paul Area Details
Alisha Telci's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
Americans Overseas Domestic Violence Crisis Center  January 2013 - May 2015
Axiom  September 2012 - October 2014
Bingham McCutchen  February 2008 - July 2012

Skills
Legal Research, Corporate Law, Litigation, Legal Writing, Family Law, Corporate Governance, Private Equity, Legal Assistance, Property Law, Patent Litigation

Education
New England Law Boston   2000 — 2004
JD, Law

Beloit College   1995 — 1999
Bachelor of Arts (B.A.), Anthropology

dean reinke dean reinke East Lansing, Michigan Details
dean reinke's Ameriprise Financial Services, Inc. Experience January 1979 - 1991
Job Cobol programmer at IBM Global Process Services
Industry Hospital & Health Care
Experience
IBM Global Process Services  June 2012 - Present
Ameriprise Financial  January 1979 - October 2011
American Express Financial Advisors  1979 - 2011
Ameriprise Financial Services, Inc.   January 1979 - 1991

Skills
JCL, IBM Mainframe, TSO, VSAM, Xpediter, COBOL, Testing, WebSphere MQ, CICS, z/OS, Mainframe, MVS, Batch Processing, Software Documentation, IMS DB/DC, Fileaid, Requirements Analysis, SDLC, IBM Utilities

Education
Bemidji State University   1974 — 1978
bs, Accounting and Business/Management

Liliana Dryden Liliana Dryden Fort Myers, Florida Area Details
Liliana Dryden's Ameriprise Financial Services, Inc. Experience August 2011 - March 2012
Job Legal Assistant at Thomas M. Dryden, P.L.
Industry Law Practice
Experience
Thomas M. Dryden, P.L.   April 2012 - Present
Ameriprise Financial Services, Inc.   August 2011 - March 2012
Smith Barney  May 2005 - May 2009
Smith Barney  March 2001 - May 2005

Education
Barry University   1990 — 1992
Master of Arts (M.A.), Communications Media

Sacred Heart University, Puerto Rico   1986 — 1989
Bachelor of Arts (B.A.), Advertising

Sunitha Varadhan Sunitha Varadhan Greater Minneapolis-St. Paul Area Details
Sunitha Varadhan's Ameriprise Financial Services, Inc. Experience 1996 - 2009
Job Technology Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  January 2011 - Present
Ameriprise Financial  January 2008 - January 2011
Ameriprise Financial Services, Inc.   1996 - 2009

Skills
Enterprise Architecture, Microsoft Office, Software Project..., Business Analysis, SDLC, SOA, Management, Requirements Analysis, Strategic Planning, Process Improvement, IT Strategy, Vendor Management, Project Management, Requirements Gathering, Integration

Education
Bangalore University   1988 — 1992

Bachelor of Engineering

Srinivasan V Srinivasan V Minneapolis, Minnesota Details
Srinivasan V's Ameriprise Financial Services, Inc. Experience 2012 - 2012
Job First Year MBA Student at University of St.Thomas
Industry Information Technology and Services
Experience
ActiFi  June 2014 - August 2014
Infosys  August 2012 - August 2013
Infosys Technologies  August 2008 - August 2012
Ameriprise Financial Services, Inc.   2012 - 2012
Infosys  August 2005 - August 2008
Infosys  August 2002 - August 2005
Ameriprise Financial Services, Inc.   2002 - 2003
Infosys  July 1999 - August 2002

Skills
Project Management, PMP, Global Delivery, Enterprise Architecture, Requirements Gathering, Software Project..., SDLC, Requirements Analysis, IT Service Management, Integration

Education
University of St. Thomas   2013 — 2015
Master of Business Administration (MBA)

Symbiosis Center for Distance Learning   2009 — 2012
Post Graduate Diploma in Business Administration, Finance, General

Banaras Hindu University   1995 — 1999
B. Technology, Chemical Engineering

Brandon Pick Brandon Pick Greater New York City Area Details
Brandon Pick's Ameriprise Financial Services, Inc. Experience July 2008 - August 2009
Job Vice President of Investment Research at BBR Partners
Industry Financial Services
Experience
BBR Partners  June 2012 - Present
BBR Partners  September 2009 - June 2012
Ameriprise Financial Services, Inc.   July 2008 - August 2009

Education
City University of New York-Baruch College - Zicklin School of Business   2011 — 2013
Master of Business Administration (MBA), Finance, General

Brandeis University   2004 — 2008
B.A., Economics, Business, American Studies

Eric Fritz Eric Fritz Indianapolis, Indiana Area Details
Eric Fritz's Ameriprise Financial Services, Inc. Experience September 2006 - September 2009
Job V.P. Investments/Private Client Advisor/JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
Private Client Advisor--J.P. Morgan Chase Bank, N.A.   September 2009 - Present
Ameriprise Financial Services, Inc.   September 2006 - September 2009
E J Residual LLC   May 2003 - September 2006

Education
Indiana University-Purdue University at Indianapolis   2001 — 2003
Cardiophysiology

Ball State University   1996 — 2000
Exercise Physiology/Investment Management

Winchester Community High School   1992 — 1996
HS Diploma, general

Jarrod Crawford, CRPC® Jarrod Crawford, CRPC® Dallas/Fort Worth Area Details
Jarrod Crawford, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Sewell Automotive Companies  December 2009 - July 2013
Nortel  July 2007 - August 2009
Baylor University  August 2005 - June 2007

Education
Baylor University   2005 — 2007
Masters of Arts, Communications

Baylor University   2003 — 2005
Bachelor's Degree, Telecommunications

Broken Arrow High School

University of Oklahoma

John Gubanich John Gubanich Cleveland/Akron, Ohio Area Details
John Gubanich's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Symphony Financial Services-Securties offered through LPL Financial FINRA/SIPC Member   June 2009 - July 2014
UBS Wealth Management  2003 - 2006
Amerprise Financial  2003 - 2005
nash finch  2000 - 2002
Giant Eagle  1998 - 2000
Purity Wholesale Grocers  1994 - 1997
Fleming Foods  1990 - 1994
Grocer Supply   1981 - 1990

Education
John Carroll University   2005 — 2006
Certified Financial Planning

Baldwin Wallace University   1970 — 1975

Byzantine Catholic h.S.

case western reserve

Lokanath Kadirimangalam Lokanath Kadirimangalam Greater Seattle Area Details
Lokanath Kadirimangalam's Ameriprise Financial Services, Inc. Experience August 2007 - February 2008
Job Financial System Analyst at Expedia, Inc.
Industry Information Technology and Services
Experience
Portland General Electric  July 2014 - December 2014
Expedia, Inc.   March 2013 - June 2014
Alaska Airlines  April 2012 - February 2013
Seattle Cancer Care Alliance  July 2011 - 2012
Swedish Medical Center  February 2010 - June 2011
KiaserPermnate   April 2008 - April 2009
Ameriprise Financial Services, Inc.   August 2007 - February 2008
Ameriquest Mortgage-ACC Capital Holdings   May 2006 - May 2007
Community Hospital of Northwest Indiana inc   March 2004 - March 2006
USI  April 2003 - March 2004

Skills
nVision, PeopleSoft, GL, ERP, Crystal Reports, Requirements Gathering, Business Analysis, Financials, Oracle E-Business Suite, PeopleTools, Requirements Analysis, Process Improvement, SDLC, SQR, Business Process, Business Intelligence, PeopleCode, Oracle, SQL, Integration

Education
Institute of Company Secretaries of India   1985 — 1990
Associate Member of the Institute, Accounting, Finance, Taxation, Company Law

V R Law Collge Nellore   1985 — 1988
Bachelor of Laws (LL.B.)

S G S Arts College Tirupati   1982 — 1985
B.Com, Accounting and Finance

Bellevue College
Project Management Certifications, Project Management

Dennis Blair, CLU, ChFC, CFP Dennis Blair, CLU, ChFC, CFP Muncie, Indiana Area Details
Dennis Blair, CLU, ChFC, CFP's Ameriprise Financial Services, Inc. Experience July 1986 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1986 - Present

Education
Ball State University - College of Business   1965 — 1969
BS, Business Education

Bryan Bouchard Bryan Bouchard Greater Minneapolis-St. Paul Area Details
Bryan Bouchard's Ameriprise Financial Services, Inc. Experience March 2003 - June 2008
Job Sales Supervision Manager Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc.   May 2010 - Present
Compassion International  1993 - Present
Thrivent Financial for Lutherans  July 2008 - April 2010
Ameriprise Financial Services, Inc.   March 2003 - June 2008
Ameriprise Financial  June 1999 - March 2003

Skills
Finra Series 7, 9, 10,..., Leadership, Series 7, Series 24, Equities, Mutual Funds, Investments, FINRA, Investment Advisory, Financial Services, Risk Management, Sales, Licensing, AML, Finance, Relationship Management, Fixed Annuities, Call Centers, Securities, Insurance

Education
Bethel Seminary-St. Paul   1990 — 1991

Bemidji State University
Bachelor of Science, Business Administration-Finance

Pooja Shukla Pooja Shukla Austin, Texas Details
Pooja Shukla's Ameriprise Financial Services, Inc. Experience July 2010 - March 2013
Job Technology Lead at Infosys
Industry Information Technology and Services
Experience
Infosys  May 2006 - Present
Ameriprise Financial Services, Inc.   July 2010 - March 2013

Skills
.NET, C#, VB.NET, ASP.NET, ASP.NET AJAX, JavaScript, WCF, Web Services, Infragistics, Silverlight, WPF, SQL, WinForms, XML, XSLT, HTML, Crystal Reports, Design Patterns, Software Engineering, High Analytical Skills, Trading Systems, LVTS, Visual Studio, SSIS

Education
Banaras Hindu University   2002 — 2006
B.Tech, Mechanical Engineering

Lance Kash, CFP Lance Kash, CFP Greater New York City Area Details
Lance Kash, CFP's Ameriprise Financial Services, Inc. Experience April 1996 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1996 - Present

Education
Baruch College, City University of New York (CUNY)   1984 — 1988

Ryan Mickelson Ryan Mickelson Columbus, Ohio Area Details
Ryan Mickelson's Ameriprise Financial Services, Inc. Experience October 2006 - September 2009
Job Financial Planner at McCarthy & Cox Retirement & Estate Specialists, LLC
Industry Financial Services
Experience
McCarthy & Cox Retirement & Estate Specialists, LLC   September 2009 - Present
Ameriprise Financial Services, Inc.   October 2006 - September 2009

Skills
Retirement Planning, Series 7, Strategic Financial..., Retirement, Wealth Management, Investments, Saving for Education, Mutual Funds, Uniform Combined State..., Asset Allocation, Investment Advisory, Fixed Annuities, Financial Advisory, 401k Rollovers, Portfolio Management, Financial Analysis, Estate Planning, Securities, IRAs, Certified Financial...

Education
Ball State University - College of Business   2002 — 2006
B.S., Business Administration

Delaware Christian School   2000 — 2002
High School Diploma

Jonathan Chubak,MBA,CRPC® Jonathan Chubak,MBA,CRPC® Greater New York City Area Details
Jonathan Chubak,MBA,CRPC®'s Ameriprise Financial Services, Inc. Experience October 2013 - September 2014
Job Financial Advisor at Citi PWM
Industry Financial Services
Experience
Citi  September 2014 - Present
Ameriprise Financial Services, Inc.   October 2013 - September 2014
Morgan Stanley  January 2008 - October 2013
Merrill Lynch  January 2006 - December 2007

Skills
Series 7, Equities, Financial Modeling, Investments, Portfolio Management, Wealth Management, Financial Analysis, Securities, Mutual Funds, Asset Management, Investment Advisory, Alternative Investments, Asset Allocation, Finance, Investment Strategies

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2012
Master of Business Administration (MBA)

Queens College   2001 — 2004
Bachelor of Arts (B.A.), Economics

Tana von Achen Ahlen Tana von Achen Ahlen Kansas City, Missouri Area Details
Tana von Achen Ahlen's Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job CFP®/APMA®/Financial Advisor/AVP @ McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2008 - Present
McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial   2008 - Present
Eudora Chamber of Commerce   2000 - 2013
H & R Block Financial Advisors  May 2005 - August 2008
Morgan Stanley Dean Witter  July 1985 - May 2005

Education
College for Financial Planning   1990 — 1991
CFP®, Financial Planning and Services

Baker University   1970 — 1975
BA, Business, Economics, German

Monica Daming Monica Daming Evansville, Indiana Area Details
Monica Daming's Ameriprise Financial Services, Inc. Experience January 2001 - Present
Job Human Resources/Office Manager at Client Management Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2001 - Present
AmeriQual Foods  April 2000 - December 2000
RSC  June 1999 - December 1999

Skills
Deferred Compensation, Retirement Planning, Training, Human Resources, Employee Relations, Recruiting, Employee Benefits, Benefits Administration, FMLA, HR Policies, Process Improvement

Education
Ball State University - College of Business   1995 — 1999
Bachelor of Science, Management

Ida Leung Ida Leung Greater New York City Area Details
Ida Leung's Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job Dedicated to providing clients with the highest level of support
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2003 - Present
Ameriprise Financial Services, Inc.   June 1987 - December 2002
Manufacturers Hanover Trust  June 1976 - June 1986

Education
College for Financial Planning   1982 — 1987
Certified Financial Planner Certification, Financial Planning

The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   1974 — 1975

Barnard College   1970 — 1974
Bachelor of Arts (B.A.), Cultural Anthropology

Jason Stepanik, CIMA Jason Stepanik, CIMA Houston, Texas Area Details
Jason Stepanik, CIMA's Ameriprise Financial Services, Inc. Experience May 1997 - November 1999
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments  September 2013 - Present
Invesco Ltd.  November 1999 - September 2013
Ameriprise Financial Services, Inc.   May 1997 - November 1999

Skills
Mutual Funds, ETFs, Series 63, Alternative Investments, Series 7, SMA's

Education
Baylor University
BBA, Economics, Statistics

Kirsten Spolizino Kirsten Spolizino Greater New York City Area Details
Kirsten Spolizino's Ameriprise Financial Services, Inc. Experience April 2006 - July 2010
Job Accounting Manager at Tremor Video
Industry Accounting
Experience
Tremor Video  July 2013 - Present
EVO Platinum Services Group   January 2013 - July 2013
Alpha Media Publishing, Inc.   July 2010 - January 2013
Ameriprise Financial Services, Inc.   April 2006 - July 2010

Skills
Accounting, Financial Reporting, QuickBooks, Budgets, Microsoft Excel, Forecasting, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Fixed Assets

Education
Baruch College   2010 — 2012
Master of Science (M.S.), Accounting

Long Island University, C.W. Post Campus   2001 — 2005
Bachelor of Science (B.S.), Finance, General

Danish Nadeem Danish Nadeem Greater New York City Area Details
Danish Nadeem's Ameriprise Financial Services, Inc. Experience November 2003 - July 2006
Job Teacher at Malverne School District
Industry Higher Education
Experience
Malverne School District   July 2013 - Present
Stony Brook University  January 2010 - Present
JPMorgan Chase  August 2006 - December 2009
Ameriprise Financial Services, Inc.   November 2003 - July 2006

Skills
Public Speaking, Matlab, PowerPoint, Research, Microsoft Office, Microsoft Word, Teamwork, Team Leadership, Statistics, Social Media, Higher Education, Leadership, Microsoft Excel

Education
Stony Brook University   1999 — 2012
Master's degree, History- Teaching

Baruch College, City University of New York (CUNY)

Candace Abrams Candace Abrams United States Details
Candace Abrams's Ameriprise Financial Services, Inc. Experience November 2006 - Present
Job Registered Sales Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2006 - Present

Education
Barry University   2012 — 2015
Bachelor of Science (BS), Administration with a Personal Financial Planning Specialization

Nancy Sherer Nancy Sherer Harrisburg, Pennsylvania Area Details
Nancy Sherer's Ameriprise Financial Services, Inc. Experience February 2008 - Present
Job Registered Principal Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2008 - Present
American Express Financial Advisors Inc.  June 1999 - February 2008

Education
Penn State University   1991 — 1992
Master of Arts, Humanities

Barnard College   1967 — 1969
Bachelor of Science, Englisht, History

Mickey Foley Mickey Foley Greater Minneapolis-St. Paul Area Details
Mickey Foley's Ameriprise Financial Services, Inc. Experience September 2011 - April 2014
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Ameriprise Financial Services, Inc.   September 2011 - April 2014
The Minnesota Project  2014 - 2014
The Minnesota Project  2014 - 2014

Skills
Creative Writing, Editing, Research, Public Speaking, Social Media, Nonprofits, Event Management, Fundraising, Community Outreach, Microsoft Word, Volunteer Management, Teaching, Grant Writing, Proofreading, Blogging, Event Planning, Social Networking, Curriculum Design, Microsoft Office, Social Media Marketing, Higher Education, Marketing Communications

Education
Beloit College   1996 — 2000
Bachelor of Arts (B.A.), Creative Writing

Totino-Grace High School   1992 — 1996

Sherilyn Johnston Sherilyn Johnston United States Details
Sherilyn Johnston's Ameriprise Financial Services, Inc. Experience October 1991 - October 2002
Job Volunteer Missions Mobilizer at Baptist Convention of New England
Industry
Experience
Baptist Convention of New England  May 2007 - Present
Ameriprise Financial Services, Inc.   October 1991 - October 2002

Education
Texas Christian University   1967 — 1968
Master of Education (M.Ed.), Guidance & Counseling

Baylor University
Bachelor of Science (B.S.), Home Economics

Baylor University
Bachelor's degree, HomeEconomics Education

Shaylin Edmond Shaylin Edmond San Antonio, Texas Details
Shaylin Edmond's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor Assistant at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present

Skills
Organization, Time Management, Financial Accounting, Team Leadership

Education
Baylor University   2010 — 2015

Katie Boensch Katie Boensch Saginaw, Michigan Area Details
Katie Boensch's Ameriprise Financial Services, Inc. Experience January 2013 - November 2013
Job
Industry Design
Experience
Doterra Essential Oils  May 2015 - Present
Saganing Eagles Landing Casino  February 2014 - Present
Ameriprise Financial Services, Inc.   January 2013 - November 2013
American Signature Inc.  June 2012 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Budgets, Time Management, Teamwork, Retail, Social Media, Marketing

Education
Baker College of Owosso   2006 — 2011
Bachelor's Degree, Interior Design

Josh Palestine Josh Palestine Edison, New Jersey Details
Josh Palestine's Ameriprise Financial Services, Inc. Experience September 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1997 - Present

Education
Baruch College
Master of Business Administration (MBA), Business Administration and Management, General

Nancy Hengstler Nancy Hengstler Burnsville, Minnesota Details
Nancy Hengstler's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Senior Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
CenturyLink  February 2010 - May 2012
Seagate Technology  April 2000 - January 2009

Skills
Administrative..., Lotus Notes, Outlook, Spreadsheets, Microsoft Excel, Access, Office Management, Visio, PeopleSoft, Calendaring, PowerPoint, Travel Arrangements, Insurance, Microsoft Word, Microsoft Office

Education
Bellevue University   1983 — 1984

Creighton University   1981 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General

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