Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ameriprise Financial Services, Inc. Employees
Oracle January 2015 - Present
Ultimate Software June 2008 - 2014
Salo LLC 2005 - 2008
Ameriprise Financial Services, Inc. 2005 - 2007
Chubb Insurance 2003 - 2005
Best Buy Company 2000 - 2003
Target Corporation 1992 - 1999
Skills
Enterprise Software, CRM, Project Management, Inside Sales, Talent Management, Employee Benefits, Recruiting, Benefits Administration, Onboarding, HRIS, Performance Management, Employee Relations, Organizational..., Human Resources, Account Management, Leadership, Payroll, Deferred Compensation, Succession Planning, Applicant Tracking..., Recruitment/Retention
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Communications and Fine Art
The School of the Art Institute of Chicago
Graphic Design
Scottrade December 2011 - Present
Scottrade November 2009 - December 2011
Scottrade July 2008 - November 2009
Ameriprise Financial Services, Inc. July 2007 - April 2008
Fox Sports August 2003 - August 2007
CNN August 2000 - February 2003
CNN 1998 - August 2000
CNN 1997 - 1998
CNN 1996 - 1997
Skills
Management, Customer Service, Leadership, Financial Services, Series 7, Series 63, Securities, Finance, Risk Management, Investments, Equities, Social Media, FINRA, Series 24, Series 4, Social Networking, Facebook, Change Management, Digital Photography, Relationship Management
Education
University of Kansas
Ameriprise Financial Services, Inc. March 2014 - Present
Merrill Lynch September 2012 - November 2013
PlattForm Advertising February 2012 - July 2012
Euronet Worldwide July 2008 - August 2011
Olsten Staffing Services 2005 - 2007
AZ Automotive 2003 - 2005
Skills
Financial Planning, Investment Advisory, Microsoft Office, Client Presentation, Budget Management, Event Planning, Creative Solutions, Executive Calendar..., Team Building, Team Leadership, Training & Development, Marketing, Investor Relations, Executive Support, Human Resources, Notary Public, Time Management, Process Efficiency, Management, Leadership, Customer Service, Vendor Management, Process Improvement, Strategic Planning
Education
The University of Kansas
Biology & Spanish
Ameriprise Financial Services, Inc. December 1999 - Present
Affinity Health System 1983 - 1999
ThedaCare 1980 - 1983
Education
The University of Dallas 1994 — 1999
MBA, Business
Viterbo University 1976 — 1980
Bachelors, Health Information Adminstration
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc January 2004 - Present
Skills
Financial Planning, Retirement Planning, Wealth Management, Investment Strategies, Retirement, Small Business, Estate Planning, Asset Management, Multi-generational..., Retirement Income..., Estate Tax Planning, Financial Advisory, Insurance, Personal Financial..., Wealth Preservation..., Portfolio Management, Strategic Financial..., Wealth Management..., Finance, Financial Planners, Financial Services, Investments, Series 7, Investment Advisory, Asset Allocation
Education
The University of Kansas 1999 — 2003
Pembroke Hill 1996 — 1999
Multi-Tech Systems February 2014 - Present
Thorium Manufactured Reactors March 2012 - Present
Ross Medical September 2011 - Present
Wells Fargo December 2013 - February 2014
ExperisNL January 2013 - February 2014
Ameriprise Financial Services, Inc. January 2013 - December 2013
Four Point Partners, LLC August 2012 - September 2012
Salo LLC March 2007 - August 2012
Corval Group, Inc. November 2011 - April 2012
Thomson Reuters January 2012 - March 2012
Skills
Strategic Planning, Business Planning, Business Analysis, Financial Reporting, Financial Analysis, Start-up Consulting, Turnaround Strategy, Management Consulting, Financial Modeling, Project Management, Team Leadership, Strategic Financial..., Manufacturing, Valuation Modeling, Increased Profitability, Process Improvement, Debt Restructuring, Analysis, Cross-functional Team..., SAP, Business Process..., Sarbanes-Oxley Act, Accounting, Project Planning, Finance, Financial Planning
Education
University of Saint Thomas 1986 — 1989
MBA, Finance and Operations
The University of North Dakota 1979 — 1983
BA, English, Honors, Latin
Fargo North High
Ameriprise Financial Services, Inc. 2013 - Present
Education
University of Kansas 1987 — 1991
Bachelor of Arts (BA), Political Science
Ameriprise Financial Services, Inc. November 1991 - Present
Education
The University of Memphis 1979 — 1983
4 year, Psychology
Ameriprise Financial Services, Inc. August 2014 - Present
Fullview Financial January 2011 - August 2014
Waddell & Reed May 2009 - December 2010
Education
The University of Georgia
Bachelor of Science, Family Financial Planning
Ameriprise Financial Services, Inc. August 2005 - Present
Ameriprise Financial Services, Inc. August 2005 - Present
Education
The University of North Dakota 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Lincoln Financial Securities April 2013 - Present
The Woodlands Park & Rec Center March 2011 - Present
Morgan Stanley August 2012 - April 2013
Ameriprise Financial Services, Inc. April 2010 - December 2010
Smith Barney October 2005 - March 2008
McDonald Investments Inc. December 2003 - August 2005
Merrill Lynch February 1997 - December 2001
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching
Education
The University of Akron
Ameriprise Financial Services, Inc. January 2013 - Present
Higher Standards Inc April 2011 - January 2013
Hubbard Broadcasting April 2010 - March 2011
JW Claims Investigation September 2007 - April 2010
Ricoh Business Solutions (formerly Lanier Worldwide) January 2005 - September 2007
Education
The University of North Dakota 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Ameriprise Financial Services, Inc. January 2013 - Present
Fidelity Investments September 2007 - January 2013
Education
The University of Dallas 2008 — 2012
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Dallas 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
Plus Relocation Services August 2013 - October 2013
Ameriprise Financial Services, Inc. April 2011 - December 2012
Ameriprise Financial Services, Inc. March 2010 - April 2011
Ameriprise Financial Services, Inc. November 2009 - March 2010
TransPac Aviation Academy March 2008 - October 2009
Ameriprise Financial Services, Inc. November 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - March 2008
Ameriprise Financial Services, Inc. November 2005 - October 2006
Skills
Flights, Series 7, Retirement, Training, Piloting, CFI, Aviation, Series 63, FINRA, Qualified Retirement..., National Security, 401k Rollovers, Financial Services, Leadership, Mutual Funds, Investments, Securities, Customer Service
Education
The University of North Dakota 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of North Dakota 2000 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Ameriprise Financial Services, Inc. January 2013 - Present
Center for Entrepreneurship and Innovation August 2012 - December 2012
Stewart Law Group November 2007 - November 2011
Folk's Folly Prime Steakhouse August 2005 - February 2007
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Accounting
Christian Brothers High School 1999 — 2003
Ameriprise Financial Services, Inc. November 2008 - Present
First Investors June 2006 - November 2008
Skills
Retirement Planning, Insurance, Asset Allocation, Finance, Wealth Management, Life Insurance, Long-term Care
Education
The University of Kansas 2001 — 2005
Bachelors, Communication Studies
Olathe East High School 1998 — 2000
Ameriprise Financial Services, Inc. June 2012 - Present
Deloitte January 2009 - June 2012
Education
University of Kansas 2008 — 2010
Master's degree, Accounting
University of Kansas 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Verus Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. December 2011 - December 2012
Education
Kansas State University 1985 — 1987
B.S. in Apparel and Textile Marketing, Clothing and Textiles
University of Kansas 1983 — 1985
Ameriprise Financial Services, Inc. 2009 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 1976 — 1980
Bachelor of Business Administration (BBA), Accounting
Ameriprise Financial Services, Inc. 1986 - Present
Education
The University of Chicago - Booth School of Business 1984 — 1986
MBA, Finance and Marketing
United States Merchant Marine Academy 1973 — 1977
Bachelor of Science (B.S.), Marine Engineering and Management
Bank of America Merrill Lynch 2015 - Present
The University of Kansas School of Business 2015 - Present
KU Interfraternity Council November 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - April 2015
U.S. Department of Veterans Affairs May 2014 - August 2014
City of Gardner May 2013 - August 2013
DECA Inc. March 2012 - March 2013
Metcalf Bank January 2012 - October 2012
DECA Inc. March 2011 - March 2012
Skills
Leadership, Public Speaking, Research, Excel, Analysis, Customer Service, Team Building, Microsoft Office, Time Management, Microsoft Excel, Financial Analysis, Leadership Development, High Achiever, Capital Budgeting, Human Resources, Sales, Access, Staff Development, Retail Banking, PowerPoint, Microsoft Word, Fundraising, Nonprofits, Teamwork, Public Relations, Marketing, Community Outreach, Teaching, Team Leadership, Typing, Inventory Management, Marketing Strategy, Market Research, Financial Reporting, Economics, Coaching, Volunteer Management
Education
The University of Kansas 2013 — 2017
Bachelor's Degree, Finance, Economics Minor, Junior
Gardner Edgerton High School
Gardner Edgerton High School
Ameriprise Financial Services, Inc. November 2013 - Present
Ameriprise Financial Services, Inc. February 2013 - November 2013
Associated Press November 2007 - August 2012
ServiceMagic August 2007 - November 2007
Allen Press, Inc. September 2003 - July 2007
Education
University of Missouri-Kansas City 2010 — 2014
Master of Business Administration, Marketing and Finance
University of Kansas
Bachelor of General Studies, Communication Studies
Northwestern Mutual April 2015 - Present
Columns Resource Group, Northwestern Mutual May 2014 - April 2015
University of Kansas August 2010 - December 2014
Ameriprise Financial Services, Inc. August 2012 - May 2014
City of Lawrence, KS May 2013 - August 2013
City of Lawrence, KS May 2012 - August 2013
Skills
Critical Thinking, Economics, Financial Analysis, Decision Making, Arabic, Strategic Financial..., Retirement Planning, Personal Financial..., PowerPoint, Microsoft Word, Writing, Self-Management, Data Analysis, Access, Statistics, Data Entry, Analysis, Public Speaking, Outlook, Telephone Skills, SPSS, Technical Writing, Customer Service, Microsoft Office, basic Arabic, Social Networking, Proofreading, Microsoft Excel, Healthcare, Leadership, Finance
Education
University of Kansas 2010 — 2014
Bachelor of Arts (B.A.), Economics with Business Minor
Phillipsburg High School USD 325 2006 — 2010
Chubb Insurance June 2014 - Present
Army National Guard December 2008 - November 2014
Ameriprise Financial Services, Inc. September 2013 - April 2014
Kohl's Department Stores May 2013 - August 2013
Ericsson January 2013 - May 2013
Education
The University of Kansas 2009 — 2014
Bachelor of Science (BS), Accounting and Finance, GPA 3.50
Seaside Mortgage Corporation I work closely with real estate agents and their buyers to make sure they get the right mortgage for their needs as well as close on time. I am an expert at overcoming hurdles during the loan process that other mortgage lenders would give up on.Licensed Financial ConsultantFirst Citizens BankNovember 2008 - April 2010
Ameriprise Financial Services, Inc. December 2006 - July 2008
Skills
Mortgage Lending, USDA Rural Housing, FHA financing, Jumbo Mortgage, Loans, Sellers, Buyers, FHA, Real Estate, Refinance, Investment Properties, First Time Home Buyers, Mortgage Banking, Residential Mortgages, Loan Origination, VA loans, Residential Homes, USDA, Short Sales
Education
The University of Akron 1999 — 2004
Ameriprise Financial Services, Inc. October 1995 - Present
Ameriprise Financial Services, Inc. 2014 - 2014
Education
The University of Akron
Bachelor of Science in Industrial Management
Ameriprise Financial Services, Inc. July 2000 - Present
Education
The University of North Dakota
Ameriprise Financial Services, Inc. 1992 - Present
Education
College of Financial Planning 1996 — 1999
CFP, Financial planning
The University of Georgia 1980 — 1982
Animal Science
Ameriprise Financial Services, Inc. October 2008 - Present
Morgan Stanley September 2007 - January 2008
Northwestern Mutual April 2007 - August 2007
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelors, Finance
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
SunTrust Robinson Humphrey August 2005 - Present
Ameriprise Financial Services, Inc. March 2004 - August 2005
Sunrise GMC October 2003 - March 2004
Skills
Fixed Income, Customer Service, Banking, Series 7, Sales, Portfolio Management, Compliance Management, Bloomberg, Capital Markets, Problem Solving, Series 66, Microsoft Office
Education
The University of Memphis 1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
The University of Memphis
CAPTRUST June 2008 - Present
Wachovia Bank/Wachovia Securities 2007 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Series 7, Retirement Planning, 401k, Wealth Management, High Net Worth..., Certified Financial..., Strategic Financial..., Investments, Qualified Retirement..., Retirement Plan...
Education
The University of Georgia 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
The University of Georgia 2000 — 2004
Bachelor of Arts (BA), Public Relations
Ameriprise Financial Services, Inc. August 1999 - Present
Education
University of Kansas
Master of Health Services Administration (M.H.S.A.)
University of Missouri-Columbia
Master of Education (M.Ed.)
Truman State University
B.S.E.
Ameriprise Financial Services, Inc. April 2014 - Present
Guidance Financial Consultants 2009 - 2014
Cambridge Investment Research, Inc. 2003 - 2009
Education
The University of Georgia 1996 — 2000
Bachelor of Arts (B.A.), Economics
South Forsyth H.S
South Forsyth H.S
Ameriprise Financial Services, Inc. February 2014 - Present
AdvisorNet Financial January 2013 - February 2014
Ameriprise Financial Services, Inc. January 2010 - January 2013
Ameriprise Financial Services, Inc. December 2007 - January 2010
Fitness Together July 2004 - December 2007
Skills
Series 7, Investments, Insurance, Wealth Management, Strategic Planning, Securities, Change Management, Series 66, Series 24, Marketing Strategy, Customer Relations, Process Improvement, Reporting & Analysis, Product Development, Business Analysis, Customer Service, Finance, Financial Services, Management, Sales, Strategy, Uniform Combined State...
Education
The University of North Dakota
Bachelors of Science
Ameriprise Financial Services, Inc. August 2003 - Present
Skills
Analysis, Retirement Planning, Strategic Financial..., Retirement, Investments, Estate Planning, Financial Advisory, Wealth, Finance, Financial Services, Employee Benefits, Management, Saving for Education, Series 7, Portfolio Management, Mutual Funds, Investment Advisory, Wealth Management, Insurance, Asset Allocation
Education
The Ohio State University Fisher College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.)
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Business Administration (B.B.A.), Risk Management
Raymond James Financial Inc. May 2004 - October 2012
First Covenant Bank May 2004 - October 2012
Ameriprise Financial Services, Inc. October 1995 - 2004
A.G. Edwards & Sons, Inc. 1995 - 2004
Merrill Lynch 1992 - 1995
Thornton Brothers Paper Co. 1989 - 1991
Scott Paper Company 1983 - 1989
Education
The University of Georgia 1977 — 1981
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. November 1989 - Present
Ameriprise Financial November 1989 - Present
United States Military Academy March 1989 - Present
US Army June 1974 - August 2002
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance, Economics, Marketing
United States Military Academy at West Point 1970 — 1974
Bachelor of Science
St. Patrick High School, Chicago, IL 1966 — 1970
H.S. Diploma
SunTrust Investment Services, Inc. July 2010 - Present
Ameriprise Financial Services, Inc. August 2005 - July 2010
Education
The University of Georgia 2000 — 2003
Bachelors of Science, Mathematics
Lassiter High School
Fidelity Investments May 2011 - Present
Fidelity Investments May 2007 - May 2011
New England Financial December 2006 - April 2007
Ameriprise Financial Services, Inc. July 2005 - November 2006
Education
Xavier University - School of Business Administration 2009 — 2011
MBA, General
The Ohio State University - The Max M. Fisher College of Business 2000 — 2005
bsba, international business, finance
Ameriprise Financial Services, Inc. January 2015 - Present
Steve Lax Allstate 2012 - 2013
Dave Chilton Allstate 2008 - 2012
Alamance-Burlington Schools and Guilford County Schools January 2002 - November 2006
Education
The Southern Baptist Theological Seminary 1992 — 1996
Doctorate of Ministry, Children's Education and Development
The Southeastern Baptist Theological Seminary 1985 — 1987
Master of Divinity with Church Music and Education
Mars Hill College 1981 — 1985
Bachelor of Music, Music Education and Church Music
Olson May 2015 - Present
Ambient Software Services September 1998 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
OLSON May 2010 - September 2014
Thomson Reuters November 2009 - April 2010
Carlson Marketing Group June 2009 - November 2009
ECMC January 2009 - May 2009
Carlson Marketing Group January 2007 - October 2008
US Bank 2004 - 2006
Siemens February 2004 - October 2004
Skills
Java, Spring, Hibernate, Web Services, Weblogic, SOA, XML, Java Enterprise Edition, JUnit, SOAP, SDLC, Ant, Web Applications, J2EE, Websphere, JBoss Application Server, Tomcat, Maven, Clojure, SSO, SiteMinder
Education
The University of North Dakota 1986 — 1988
Master of Science (MS), Computer Science
The University of North Dakota 1981 — 1986
Bachelor of Science (BS), Electrical Engineering
Ameriprise Financial Services, Inc. August 2006 - Present
Skills
Event Planning
Education
The University of Memphis
State of Minnesota May 2014 - Present
Ameriprise Financial Services, Inc. April 2011 - May 2014
Wells Fargo January 2010 - April 2011
Skills
Accounting, Project Management, Social Media, Marketing, Apple, Microsoft Office, Microsoft Excel, Customer Service, Email Campaigning, Photoshop, Illustrator, Sports Videography, QuickBooks, Strategic Financial..., Operations Management, Sales, Business Analysis, Financial Analysis, Financial Reporting, Financial Accounting, Retirement, 401k Rollovers, B2B, Accounts Payable, Account Reconciliation, Accounts Receivable, Mutual Funds, Print Production Process, Employee Training, Coaching, Webinars, WebEx, DST, CRM, Social Media Marketing, Forum Postings, Virtual Training, Videography, Brand Development, Email Marketing
Education
The University of North Dakota
Bachelors, Business Administration: Marketing and Entrepreneurship
Ameriprise Financial Services, Inc. July 1992 - Present
Education
The University of Memphis
Bachelor of Science
Ameriprise Financial Services, Inc. April 2009 - Present
Wachovia Securities November 2005 - April 2009
UBS Wealth Management August 1998 - May 2004
Education
The University of Memphis 1971 — 1973
Ameriprise Financial Services, Inc. April 1982 - Present
Education
The University of Memphis 1963 — 1967
BBA, Marketing/Management
Ivy Funds Distributors Inc. December 2006 - Present
A Kansas City Mutual Fund Company and Broker Dealer 2006 - 2008
Ameriprise Financial Services, Inc. 2000 - 2006
Education
The University of Kansas 1996 — 2000
Ameriprise Financial Services, Inc. May 2015 - Present
Life Time Fitness December 2009 - July 2012
Skills
Fitness, Nutrition, Personal Training, Fitness Training, Strength Training, Sports Nutrition, Social Media, Microsoft Office, Weight Training, Marketing
Education
The University of Kansas 2012 — 2016
Accounting
Ameriprise Financial Services, Inc. - Harriet Heyda & Associates February 2014 - Present
Ameriprise Financial Services, Inc. - Richard Holdway & Associates June 2012 - January 2014
Ameriprise Financial Services, Inc. January 2011 - June 2012
Foreclosure Management Company May 2010 - August 2010
Theatre of the Imagination May 2004 - August 2007
Skills
Leadership, Access, Event Planning, Time Management, Microsoft Excel, Investments, Customer Service, Insurance, Analysis, Advertising, Accounting, Teamwork, Research, Strategic Financial..., Financial Services, Retirement Planning, Portfolio Management, Mutual Funds, Microsoft Office, Teaching
Education
Loyola University Chicago 2014 — 2016
Applied Studies, Organizational Development & Leadership, 4.0 GPA
University of Kansas 2009 — 2012
Communications
Shawnee Mission East 2005 — 2009
Ameriprise Financial Services, Inc. May 2014 - Present
I Card Now, Inc. 2011 - 2012
Holy Smokes, Inc. 2009 - 2010
Aqualand Marina 2006 - 2007
Aqualand Marina 2002 - 2006
NE GA Medical Center 2001 - 2001
City of Gainesville Human Resources Dept 2001 - 2001
Skills
Negotiation, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Leadership Development, Budgets, Windows, Research, Outlook, Strategic Planning, Landscape Design, CPR Certified, Property Management, Quickbooks, Gardening, Federal Tax Reporting, Payroll, QuickBooks
Education
Brenau University 2001 — 2004
Master of Business Administration (MBA), Business Administration, Management and Operations
The University of Georgia 1998 — 2000
BA, Psychology
Ameriprise Financial Services, Inc. 1996 - Present
Skills
Retirement Planning..., Estate Planning..., Small Business, Saving for Education, Financial Planning, Insurance
Education
The University of Akron
Associate of Marketing/ Finance
AXA Advisors March 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
HSBC Mortgage Services May 2012 - August 2012
HSBC Mortgage Services June 2011 - August 2011
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Needs Analysis, Business Succession..., Charitable Giving..., Stock Market, Works well in a team
Education
The University of Akron 2009 — 2013
Bachelor's degree, Financial Planning and Services
Starpoint High School 2005 — 2009
UNM Hospitals December 2014 - Present
Atrinea Health LLC December 2012 - November 2014
REDW January 2010 - December 2012
Ameriprise Financial Services, Inc. July 2006 - March 2008
Skills
Auditing, CPA, Internal Audit, Financial Accounting, GAAP, US GAAP, Internal Controls, QuickBooks, Financial Reporting, External Audit, Financial Audits, General Ledger, Accounting, Financial Analysis, Financial Statements
Education
The University of New Mexico 2008 — 2009
Masters, Accounting
Trinity University 2002 — 2006
Bachelors, Economics
APLUS Learning Center January 2015 - Present
Caitec Corp April 2014 - August 2014
Walt Disney World August 2012 - May 2013
Fisher College of Business October 2011 - June 2012
Ameriprise Financial Services, Inc. October 2011 - May 2012
Skills
SAP ERP, Customer Service, Communication, Outstanding..., Problem Solving, Retail, Customer Oriented, Team-oriented, Mathematics, Data Analysis, StatTools, Statistics, Supply Chain Management, Demand Planning, Financial Analysis, Finance, Programming, Chinese, Marketing, Strategic Planning, Teamwork
Education
University of Maryland College Park 2013 — 2014
Master of Science (MS), Logistics, Materials, and Supply Chain Management, 3.94
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.81
UnitedHealthcare Benefit Operations September 2007 - Present
Ameriprise Financial Services, Inc. 2005 - 2007
American Express 2004 - 2005
Skills
Strategic Leadership, Cross-functional Team..., Business Process..., Business Strategy, Business Process..., Process Quality..., Business Transformation, Program Management, Project Management, IT Service Management, ITIL v3 Foundations..., XML, Six Sigma Blackbelt..., Six Si, Business Requirements, Data Analysis, Business Solution, Business Case, Benefit Cost Analysis, RSA - Requirements..., Cost Reduction..., Business Innovation, Culture Change, Leadership Mentoring, Supervisory Experience, Team Management, Workshop Facilitation, Brainstorm Facilitation, Team Building..., Microsoft Office, Volunteering, Volunteer Management, Sports Coaching, Business Analysis, Process Improvement, Vendor Management, Six Sigma, Health Insurance, SDLC, PMP, Provider Relations, Managed Care
Education
The University of North Dakota
Bachelor of Accountancy Degree, Accounting
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial Advisors January 2000 - October 2008
Olde Financial, Inc January 1994 - January 2000
Education
The University of Connecticut School of Business
Bachelor's of Business & Technology
Ameriprise Financial Services, Inc. September 2015 - Present
Hayden & Associates November 2014 - Present
Delta Air Lines April 2015 - Present
Five Oaks Church November 2013 - September 2015
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines February 2014 - July 2014
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines February 2013 - January 2014
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines 2014 - 2014
Five Oaks Church September 2011 - December 2013
University of North Dakota March 2008 - August 2011
University of North Dakota May 2010 - July 2011
Skills
Community Outreach, Research, Teaching, Recruiting, Public Speaking, Microsoft Office, Microsoft Excel, Networking, Program Development, Communication, Social Sciences, Training & Development, Rehabilitation, Applicant Tracking..., Project Tracking, Process Flow Charts, Risk Assessment, Written & Oral..., Presentation Coaching, Video Production, Organizational..., Organizational Structure
Education
The University of North Dakota 2007 — 2011
Bachelor of Science (BS), Vocational Rehabilitation Counseling/Counselor
High School 2003 — 2007
PwC January 2013 - Present
Amdocs Consulting Division June 2007 - January 2013
Ameriprise Financial Services, Inc. June 2003 - April 2005
Skills
IT GRC, Project Management, Consulting, PMO, Business Analysis, Software Project..., PMP, Vendor Management, Business Process, Program Management, Integration, Requirements Analysis, Project Portfolio..., Project Delivery, Conflict Minerals, Release Management
Education
University of Kansas - Graduate School of Business 2005 — 2007
Master of Business Administration (M.B.A.), International Business
University of Kansas 1999 — 2003
Bachelor of Arts (B.A.), Psychology
TRIA Orthopaedic Center February 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - January 2015
Medtronic April 2013 - September 2013
The Toro Company June 2011 - April 2012
Target.com April 2005 - June 2011
Office of Senator Kent Conrad (ND) September 2004 - December 2004
Office of U.S. Representative Earl Pomeroy May 2004 - August 2004
Skills
Public Relations, Corporate Social Media, E-commerce, Marketing Communications, Advertising, Writing, CRM, Social Media, Strategic Communications, Facebook, Twitter, Social Media Measurement, Business Communications, Project Management, Retail, Merchandising, Editing, Microsoft Office, Promotions, Radian6, Corporate Communications, Internal & External..., InDesign, Social Media Marketing, Online Marketing, Content Development
Education
University of Saint Thomas - School of Business 2008 — 2011
Masters, Business Communication
The University of North Dakota 2000 — 2004
BA, Communication
Ledgent Search Group December 2014 - Present
HARC, Inc. June 2003 - Present
TEKsystems July 2012 - November 2014
TEKsystems May 2011 - September 2013
TEKsystems January 2010 - July 2012
Enterprise Rent-A-Car March 2008 - December 2009
Rexel Capitol Light August 2007 - February 2008
Ameriprise Financial Services, Inc. December 2005 - December 2006
Skills
Sales, Marketing, Recruiting, Networking, Relationship Management, Customer Service, Client Liaison, Management, Documentation, Software Documentation, Information Technology, Integration, Access, Process Improvement, SDLC, Training, Business Intelligence, Business Process, Human Resources, Talent Management, Interviews, Temporary Placement, ERP, Vendor Management, CRM, Technical Recruiting, Consulting, Staffing Services, Internet Recruiting, Contract Recruitment, Applicant Tracking..., Sourcing, Benefits Negotiation, Talent Acquisition, Resource Management, Screening, College Recruiting, PeopleSoft, Screening Resumes, Cold Calling, Staff Augmentation, Executive Search, Building Relationships, Leadership
Education
The University of Connecticut School of Business 2003 — 2007
Bachelor of Science, Marketing/Professional Sales
Bolton High School 1999 — 2003
TIAA-CREF May 2012 - Present
TIAA-CREF September 2010 - May 2012
TIAA-CREF June 2006 - September 2010
Ameriprise Financial Services, Inc. September 2002 - June 2006
American University October 1997 - August 2002
Wentworth Institute of Technology July 1996 - October 1997
University of Georgia August 1994 - May 1996
University of North Carolina at Chapel Hill 1988 - 1990
Skills
Asset Management, Fixed Annuities, Regulation 60, Reg 60, Series 7, Series 66, MBTI, Retirement Planning, Financial Planning, Long Term Care, Annuities, Wealth Management, Insurance, Insurance Replacements, Portfolio Management, Mutual Funds, Alternative Investments
Education
The University of Georgia 1993 — 1996
M.Ed, Student Personnel in Higher Education
The University of Georgia 1993 — 1996
M.Ed, Foreign Language Education
University of North Carolina at Chapel Hill 1987 — 1990
B.A., Interdisciplinary Studies - International Business
Prudential Financial December 2013 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2013
ProVest Management Group, LLC January 2007 - December 2007
ProVest Management Group, LLC August 2004 - December 2006
Staffco June 1996 - April 2004
Skills
Retirement Planning, Investments, Retirement, Finance, Financial Services, Insurance, Estate Planning, Mutual Funds, Management, Financial Planning
Education
The University of Akron 1992 — 1996
BSChE, Chemical Engineering
Lorain Clearview High School 1990 — 1992
High School
Fredericktown High School 1988 — 1990
High School
Danville Local Schools, Ohio
Ameriprise Financial Services, Inc. June 2000 - Present
Education
The University of Connecticut School of Business 1995 — 1999
B.S., Accounting
Bacon Academy
Self Employed April 2013 - Present
Ameriprise Financial Services, Inc. April 2011 - April 2013
Umpqua Investments, Inc. May 2009 - April 2011
UBS Wealth Management 1995 - 2009
Kidder Peabody & Co. February 1990 - January 1995
Skills
Series 7, Wealth Management..., Asset Allocation, Banking, Equities, Mutual Funds, Strategic Financial..., Business Analysis, Recruiting, Investment Advisory, Team Building, Team Leadership, Project Management, Communication Skills, Series 63, Uniform Combined State..., Financial Advisory, Retirement, Financial Services, Customer Service, Coaching, Financial Planning, Public Speaking, Investments, Leadership, Strategic Planning, Strategy
Education
The University of North Dakota
Bachelor of Science Business Administration, Marketing
Ameriprise Financial Services, Inc. July 2005 - Present
American Express Financial Advisors May 2002 - July 2005
American Express Financial Advisors September 2000 - May 2002
Education
University of Georgia - Terry College of Business 1993 — 1998
Bachelors of Business Administration, Finance
The University of Georgia
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial March 2010 - Present
Ameriprise Financial November 1995 - April 2008
Education
The University of North Dakota 1982 — 1986
BA, Psychology
Fastenal September 2015 - Present
Teagora February 2014 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
The AroundCampus Group May 2014 - August 2014
Dairy Queen June 2009 - May 2011
Skills
Data Entry, Time Management, Facebook, PowerPoint, Critical Thinking, Teamwork, Event Planning, Social Networking, Microsoft Word, Social Media, Outlook, Access, Microsoft Excel, Telephone Skills, Spanish, Microsoft Office, Public Speaking, Creative Writing, Editing, Sales, Social Media Marketing, Marketing, Advertising, Marketing Communications, SPSS, Leadership, Marketing Strategy, Customer Service, Communication
Education
Winona State University 2012 — 2016
Bachelor of Science (BS), Marketing, Senior
The University of Hong Kong 2014 — 2014
Study Abroad, International Business
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Advisors December 2008 - Present
Ameriprise Financial Advisors December 2004 - December 2008
Education
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1989
BBA, Business Administration
Crossroads Hospice March 2009 - Present
Ameriprise Financial Services, Inc. January 2006 - December 2008
Skills
Event Planning, Healthcare, Leadership, Hospitals, Nonprofits, Fundraising, Series 7, Microsoft Office, Budgets, Public Speaking, Disability Insurance, 401k, Strategic Planning, Marketing, Team Building, Customer Service, Long-term Care, Sales, Leadership Development, Community Outreach
Education
University of Kansas 2000 — 2005
Bachelor of Science, Accounting & Finance
Ameriprise Financial Services, Inc. December 1986 - Present
Baker Tilly Virchow Krause, LLP October 1980 - October 1986
Education
The University of Memphis 1973 — 1975
BA, Accounting
Ameriprise Financial Services, Inc. May 2015 - Present
Skills
Financial Analysis, Investment Advisory, Investment Analyst, Finance, Investments, Portfolio Management, Financial Modeling, Equities, Financial Risk, Financial Reporting, Financial Services
Education
Metropolitan State University 2013 — 2016
Bachelor's Degree, Finance and Economics
The University of Kansas 2011 — 2012
Holy Family Catholic High School 2008 — 2011
High School Diploma
Kaiser Permanente September 2015 - Present
AUM Partners LLC October 2014 - September 2015
Ameriprise Financial Services, Inc. June 2011 - September 2014
American Express May 2007 - May 2011
American Express October 2000 - May 2007
American Express February 1996 - October 2000
Computer Horizons September 1993 - February 1996
SITA - Novus Systems Technology Limited September 1988 - August 1993
Skills
Vendor Management, Program Management, Integration, Enterprise Software, SharePoint, Enterprise Architecture, Security, Project Portfolio..., Requirements Gathering, IT Strategy, PMO, Active Directory, SDLC, Identity Management, Resource Management, Software Development, Management, Due Diligence, Business Process, PMP, Requirements Analysis, Disaster Recovery, IT Service Management, Messaging, Risk Management, IT Management, Financial Services, ITIL, Information Technology, Governance, Solution Architecture, IT Operations, Leadership, Architecture, Outsourcing, Collaboration Solutions, OLTP, Data Center, Mergers & Acquisitions, Siteminder, Business Analysis, Business Intelligence, Process Improvement, Consulting, M&A due diligence, Analysis, Software Project..., Business Process..., Architectures, Access Management
Education
Imperial College of Science and Technology - University of London
BSc (eng) - Honors, ACGI, Electrical Engineering
University of Manchester - Institute of Science and Technology
Post Graduate Research
Ameriprise Financial Services, Inc. June 2013 - March 2015
Skills
Strategic Financial...
Education
The University of Akron 2012 — 2015
The University of Akron 2012 — 2015
Corporate Finance
LifeStages Advisory April 2015 - Present
LifeStages Advisory, LLC June 2014 - Present
Attorney Mitchell A. Naumoff February 2014 - Present
Tegrit Group June 2010 - November 2013
No Kaoi Interiors Ent., Inc. October 2005 - June 2010
Ameriprise Financial Services, Inc. October 2007 - February 2009
MacGregor & Broemsen, CPA's 2002 - 2005
Skills
Creative Writer, Accounts Receivable, Accounts Payable, Client Billing, ADP Payroll, Projects, Bank Reconciliation, Procedure Development, Acquisition Integration, Accounting, Employee Benefits, QuickBooks
Education
The University of Akron 1995 — 1997
Deloitte September 2015 - Present
Deloitte June 2014 - June 2014
Atlantic Capital Bank May 2014 - June 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
J. Christopher's July 2010 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Teamwork, Event Planning, Leadership, Research, Facebook, Time Management, Social Media Marketing
Education
University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Banking and Finance
Innsbruck International Summer School 2014 — 2014
Carousel Motor Group August 2015 - Present
Ameriprise Financial Services, Inc. July 2015 - August 2015
Target January 2013 - May 2015
Target January 2013 - November 2013
Affinity Plus Federal Credit Union November 2006 - January 2013
Affinity Plus Federal Credit Union July 2004 - November 2006
Mounds View Public Schools October 2001 - March 2004
Skills
Process Improvement, Project Management, Leadership, Banking, Credit, Operational Excellence, Cross-functional Team..., Vendor Management, Project Delivery, Training, Cross Functional Team..., Internal Audit, Vendor Relationships
Education
The University of North Dakota
B.A., Communications, Communications/P.R., Meteorology, Geography
University of Minnesota-Twin Cities 2013 — 2013
College of Continuing Education, Process Mapping and Analysis Coursework
Mounds View High School
Leeway Franks LLC October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - Present
Strength Guild Topeka July 2012 - October 2013
CrossFit Lawrence October 2011 - October 2013
Ameriprise Financial Services, Inc. August 2010 - July 2013
City of Lawrence Parks & Recreation May 2010 - December 2012
Ameriprise Financial Services, Inc. August 2009 - August 2010
The Etc. Shop January 2007 - January 2010
Skills
Organizational..., Data Analysis, Database Administration, Business Communications, SEC compliance, Excel, Technical Writing, Market Analysis, Project Finance, Microsoft Excel, Analysis, Analytic Reporting, SEC, Hatha Yoga, Ashtanga, Yoga, Teaching, Athletics, Athletic Performance, Financial Analysis, Strategic Financial..., Series 7, Retirement Planning, Investments, Asset Allocation, Leadership, Finance, Financial Advisory, Securities, Retirement, Portfolio Management, Asset Management, Insurance, Financial Planning
Education
The University of Kansas 2007 — 2010
Business - Accounting, Accounting and Finance
PNC May 2015 - Present
PNC June 2014 - July 2015
Fraternity Managers Association September 2011 - June 2014
The Ohio State University April 2013 - May 2014
Tau Kappa Epsilon Fraternity December 2012 - December 2013
Ameriprise Financial Services, Inc. July 2013 - August 2013
NZ Think Limited May 2013 - June 2013
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance; Track: Investments; Minor: Economics, Graduate, Cum Laude
Ameriprise Financial Services, Inc. February 2014 - Present
Wells Fargo Advisors, LLC April 1999 - January 2014
JC Bradford April 1995 - April 1999
Russell Stover Candies June 1993 - April 1995
Education
The University of Memphis 1988 — 1993
Bachelor of Business Administration (B.B.A.), Sales/Marketing
Germantown High School
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
State Street December 2013 - Present
Budget Blinds of Lawrence & Shawnee November 2010 - December 2013
Ameriprise Financial Services, Inc. May 2012 - May 2013
Topeka Premiere Umpire Association April 2010 - September 2010
Skills
Financial Modeling, Financial Services, Customer Service, CRM, Finance, Product Ordering, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Maestro, ACT!, Financial Analysis, Portfolio Management
Education
University of Kansas 2009 — 2013
Bachelor of Science (BS), Finance
Deloitte January 2014 - April 2014
Ameriprise Financial Services, Inc. August 2011 - January 2014
University of Kansas January 2012 - December 2013
Spirit AeroSystems May 2013 - August 2013
HAC, Inc. dba Homeland Stores, Country Mart, and United Supermarkets June 2010 - August 2011
Schmitz Farm June 2006 - May 2010
Skills
Microsoft Excel, Microsoft Word, Finance, Accounting, Financial Analysis, Data Analysis, Financial Modeling, Teamwork, Access
Education
The University of Kansas 2011 — 2015
Master’s Degree, Accounting
University of Kansas 2010 — 2014
Bachelor's Degree, Accounting & Finance, 3.97 GPA
Consortium of Universities for International Studies (CIMBA Program) 2012 — 2012
Paderno del Grappa, Italy, Study Abroad - Business
JPMorgan Chase March 2014 - Present
Ameriprise Financial Services, Inc. 2001 - 2013
Sears, Roebuck and Co. 1977 - 2000
Skills
Excellent..., Analytical, Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Series 7, Series 66, Series 63, Series 6, Analytical Skills, Retirement, Financial Advisory, Portfolio Management, Finance, Securities
Education
University of Kansas 1980 — 1985
Business Administration and Management, General
Shawnee Mission South High School 1975 — 1977
Comcast Business May 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - May 2014
BeMobile, Inc July 2011 - May 2013
Skills
Sales, Public Speaking, Technology, Leadership, Microsoft Office, Apple OS, Creative Problem Solving, Cold Calling, Time Management, Outlook, Salesforce.com, Customer Service, Critical Thinking, Up-selling, Team Leadership, Customer Retention
Education
The University of North Dakota 2008 — 2012
Political Science, Political Science and Government
Lakeville North High School 2004 — 2008
Invesco Ltd. January 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - December 2014
UGA Women in Business March 2012 - May 2013
Aufleger & Associates - An Ameriprise Financial Services Inc. practice May 2012 - August 2012
Aufleger & Associates - An Ameriprise Financial Services Inc. practice December 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Teamwork, English, Social Media, Leadership, Time Management, Budgets
Education
The University of Georgia 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Gainesville State College 2010 — 2011
Core Curriculum
Oxford College of Emory University 2009 — 2009
Core Curriculum
MAXIMUS February 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - September 2013
Linium November 2009 - April 2012
Pearl Grant Richmans November 2006 - November 2009
DiRAD Technologies September 1993 - January 1996
Skills
Microsoft Excel, Access, Finance, Process Improvement, Microsoft Office, Management, Data Entry, Analysis, Time Management, Microsoft Word
Education
State University of New York at Albany 1989 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
The Sage Colleges - Russell Sage College 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Social Security Administration April 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2014
University of Georgia August 2012 - December 2013
University of Georgia August 2012 - December 2013
University of Georgia January 2012 - December 2013
Georgia United Credit Union January 2013 - May 2013
Bath & Body Works November 2011 - January 2013
FPA 2012 - 2013
Skills
Personal Income Tax..., Personal Budgeting, Microsoft Office, Microsoft Excel, Typing, Organization, Communication, Problem Solving, NCAA Compliance, Athlete Representation, Credit Counseling, Debt Elimination, Athletic Training, Sales
Education
The University of Georgia 2012 — 2013
Master of Science (M.S.), Housing and Consumer Economics
The University of Georgia 2007 — 2010
Bachelor of Science (B.S.), Housing and Consumer Economics
OCHS
OCHS
OCHS
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - January 2015
Ameriprise Financial Services, Inc. February 2014 - May 2014
Ameriprise Financial Services, Inc. March 2013 - January 2014
Ameriprise Financial Services, Inc. October 2009 - March 2013
John Thomas Financial. October 2008 - July 2009
Skills
Sales Management, Leadership, Sales, Retirement, Leadership Development, Business Efficiency, Client Aquisition, Business Development, Business Coaching
Education
University of Kansas
Folio Investing March 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - February 2015
Ameriprise Financial Services, Inc. October 2007 - July 2012
Axiom Resource Management, Inc. June 2006 - August 2007
Skills
Microsoft Excel, Leadership, Financial Analysis, Social Media, Team Building, Marketing, Management, Social Networking, Financial Planning, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
B.S.B.A., Finance
Target - Northern Campus September 2014 - Present
Target - Northern Campus May 2014 - Present
Target - TPC June 2013 - Present
Target - TCW September 2012 - Present
Brocade August 2012 - Present
Target - TPC August 2012 - Present
Ameriprise Financial Services, Inc. May 2014 - September 2014
Target - TPC August 2012 - May 2014
Prudential Financial August 2012 - May 2013
LA Fitness December 2011 - September 2012
Skills
Group Fitness..., Training, Teaching, Cardio, Public Speaking, Coaching, Program Development, Fitness, Endurance, Weight Training, Team Building, Boxing, Weight, Leadership, Strength Training
Education
The University of Akron 1993 — 1998
Bachelor's of Science, Labor and Industrial Relations
Ameriprise Financial Services, Inc. December 2013 - Present
Ameriprise Financial Services, Inc. July 2011 - December 2013
Ameriprise Financial Services, Inc. July 2009 - June 2011
Ameriprise Financial Services, Inc. July 2008 - June 2009
Ameriprise Financial Services, Inc. March 2007 - July 2008
Skills
Analytical Approach, Cross-functional Team..., Business Efficiency, Competitive Intelligence, Competitive Analysis, Adaptation, Service Delivery, Delivering Results, Collaborative Working, Customer Service, Ad Hoc Reporting, Performance Metrics, Process Improvement, Business Process..., Problem Solving, Microsoft Office, Requirements Analysis, Relationship Management, Leadership, Analytical Skills, Recruiting, Analysis, Training, Collaborative...
Education
The University of North Dakota
B.S, Pre-Med
Ameriprise Financial Services, Inc. January 2009 - Present
Missoui Gas Energy October 2007 - Present
Verizon Wireless August 2006 - June 2007
Education
The University of Kansas 1973 — 1990
BSE, Education
The University of Kansas August 2014 - Present
Grant Thornton LLP July 2013 - July 2014
Grant Thornton LLP January 2012 - July 2013
University of Kansas August 2009 - January 2012
Grant Thornton LLP January 2011 - April 2011
Ameriprise Financial Services, Inc. October 2007 - December 2008
Skills
Tax, CPA, Tax Preparation, Tax Accounting, Financial Statements, Spanish, Accounting, Financial Analysis, Tax Research, Financial Reporting, Teaching, University Teaching, Microsoft Word
Education
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accounting
University of Kansas 2006 — 2011
Bachelor of Arts, Spanish
University of Kansas 2006 — 2010
Bachelor of Science, Accounting
Wells Fargo Global Fund Services February 2011 - August 2015
Ameriprise Financial Services, Inc. August 2009 - February 2011
Skills
Portfolio Management, Financial Analysis, Financial Planning, Finance, Investments, Hedge Funds, Asset Allocation, Mutual Funds, Public Speaking, Microsoft Excel, Microsoft Office, Bloomberg, Leadership
Education
The University of Kansas 2005 — 2009
Bachelor’s Degree, Finance
CIMBA Paderno del Grappa 2008 — 2008
Business Law, Finance: Money and Banking
GradFly May 2014 - Present
GripeO May 2014 - August 2014
Ameriprise Financial Services, Inc. August 2013 - December 2013
M&T Bank July 2013 - August 2013
The Red Flag Group May 2013 - June 2013
M&T Bank June 2012 - August 2012
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Due Diligence, Internal Audit, Forecasting, Project Planning, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting, Economics
St. Joseph's Collegiate Institute 2007 — 2011
Altria August 2013 - June 2015
Ameriprise Financial Services, Inc. June 2011 - August 2013
Skills
Accounting, Finance, Financial Analysis, Investments, Leadership, Sales, Sales Operations, Microsoft Excel, PowerPoint, Marketing, Strategic Planning, Microsoft Office
Education
University of Kansas 2009 — 2013
B.G.S, Economics with a minor in Business
RiverSource November 2009 - Present
Ameriprise Financial Services, Inc. November 2009 - Present
Voyageur Asset Management Inc. January 2008 - June 2009
Voyageur Asset Management May 2006 - December 2007
The Creative Group November 2005 - March 2006
University of North Dakota September 2003 - September 2005
Skills
Adobe Creative Suite, Adobe Acrobat, Brochures, InDesign, Illustrator, Layout, Photoshop, Graphic Design, Logo Design, Graphics, Newsletters, PowerPoint, Posters, Direct Mail, Advertising, Marketing
Education
The University of North Dakota 2001 — 2005
BA, Graphic Design
CalmWater Financial June 2015 - Present
Ameriprise Financial Services, Inc. May 2009 - June 2015
UBS 2005 - 2009
Visteon 2000 - 2004
Ford Motor Company 1982 - 2000
Education
University of Kansas - Graduate School of Business 1980 — 1982
MBA, Finance
The University of Kansas 1976 — 1980
BA, Chemistry
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial January 2007 - August 2013
Ameriprise Financial September 2004 - December 2006
American Express July 1999 - September 2004
Motorola Semiconductor May 1999 - July 1999
Honeywell August 1997 - May 1999
GCSAA September 1996 - July 1997
Pro Print, Inc. October 1995 - September 1996
Sallie Mae June 1992 - October 1995
Skills
Content Development, Strategic Communications, Training, Technical Writing, Financial Services, Content Management, Thought Leadership, Visio, Microsoft Excel, Corporate Communications, Data Visualization, Publishing, Photoshop, Illustrator, Microsoft Word, Team Building, Philanthropy, PowerPoint, Marketing, Social Media, Business Development, Business Intelligence, Marketing Communications, Strategy, Newsletters, Leadership, Program Management, Management, Enterprise Software, CRM, Internal Communications, Business Analysis, Process Improvement
Education
University of Phoenix 2004 — 2005
Masters, Business Administration
The University of Kansas 1987 — 1992
BJS, Journalism, Magazine
LPL Financial October 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - October 2013
Ameriprise Financial May 2010 - March 2012
Ameriprise Financial Services, Inc. October 2009 - May 2010
Ameriprise Financial February 2008 - November 2009
Ameriprise Financial October 2005 - February 2008
Education
The University of North Dakota 1999 — 2001
Ameriprise Financial Services, Inc. 2007 - Present
Ameriprise Financial Services, Inc. January 2006 - December 2007
Ameriprise Financial Services, Inc. January 2004 - December 2005
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors 1998 - 2000
American Express Financial Advisors 1995 - 1997
American Express Financial Advisors 1992 - 1994
American Express Financial Advisors 1989 - 1992
American Express Financial Advisors 1986 - 1989
Skills
Program Management, Process Management, People Management, Change Management, PMO, Business Transformation, Risk Mitigation, Leadership, Financial Services, Business Analysis, Process Improvement, Risk Management, Strategy, Project Management, Business Process..., Analysis
Education
The University of North Dakota
BS, Finance
University of Minnesota - Carlson School of Management
MBA, Organizational Leadership
V.M. Jones Enterprises, LLC February 2004 - Present
Gnoesis Group September 2011 - December 2013
Black Letter Discovery June 2010 - September 2011
Ameriprise Financial Services, Inc. October 2005 - May 2008
Ohio Attorney General's Office 1993 - 2003
Skills
Competition Law, Document Review, Administrative Law, Dispute Resolution, Civil Litigation, Litigation, Ringtail, Legal Research, Intellectual Property, Commercial Litigation, Courts
Education
The Ohio State University Moritz College of Law 1989 — 1992
Doctor of Law (J.D.), Law
Chubb Insurance November 2000 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2011
Chubb Insurance 2000 - May 2011
The Hartford 1997 - 2000
California Casualty Management Company 1994 - 1997
Sentry Insurance 1992 - 1994
Skills
Litigation, Commercial Insurance, Insurance, Property & Casualty..., Subrogation, Claim, Professional Liability, Liability, Customer Service, Property Claims, Claims Management, General Insurance, Casualty Insurance, Legal Liability, Underwriting
Education
University of Arizona 1985 — 1989
BFA - Media, Electronic Media
University of Arizona 1985 — 1989
BFA, Media Arts
The University of New Mexico 1983 — 1983
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch February 1996 - March 2009
Chemical Financial December 1994 - January 1996
Education
The University of Akron
Bachelors of Science, Finance
Stryker Orthopaedics March 2010 - Present
Wachovia Securities/Wells Fargo Advisors September 2006 - 2009
Ameriprise Financial Services, Inc. 2004 - September 2006
Skills
Account Management, Direct Sales, Finance, Market Development, Medical Devices, New Business Development, Management, Sales, Sales Management, Strategic Financial..., Strategic Planning
Education
The University of Georgia 2000 — 2004
Consumer Economics, Economics, Art History
Ameriprise Financial Services, Inc. January 2015 - April 2015
Gateway Insurance Services April 2013 - April 2014
Northwestern Mutual June 2011 - March 2013
State Farm November 2010 - June 2011
First Chicago Bank 1988 - 1995
Skills
Investments, Variable Products, Life & Health Insurance..., Series 63, Series 6, Property & Casualty..., Insurance, Marketing
Education
University of Chicago Graduate School of Business 1989 — 1991
MBA, Finance
Wellesley College 1984 — 1988
B.A., Economics/Psychology, Magna Cum Laude
St. Ignatius College Prep
Ameriprise Financial Services, Inc. June 2011 - Present
merrill lynch February 2008 - June 2011
Education
The University of Georgia 1976 — 1980
BM of Music Education
Allstate Financial November 2008 - Present
Ameriprise Financial Services, Inc. November 2006 - November 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Series 63, Mutual Funds, IRAs, Series 7, Series 6, Insurance, Disability Insurance, Investments
Education
The University of Connecticut School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial Services, Inc. December 2000 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 2000
Bachelor of Business Administration (BBA), Finance & Entrepreneurial Studies
Landmark Education
Ameriprise Financial Services, Inc. January 2014 - Present
Morgan Keegan / Raymond James January 2006 - December 2013
MLGW September 2001 - January 2006
Morgan Stanley May 1998 - September 2001
Specialty Medical Practice August 1994 - April 1998
Skills
Retirement, Pensions, Wealth, 401k, Financial Services, Defined Benefit, Strategic Financial...
Education
University of Missouri-Columbia
Master’s Degree, Financial Planning
The University of Memphis
Bachelor’s Degree, Finance
Ameriprise Financial Services, Inc. 1980 - Present
Education
The University of Memphis 1972 — 1976
Bachelor of Science (B.S.), Finance, General
State Farm December 2013 - Present
State Farm Insurance June 2007 - December 2013
Ameriprise Financial Services, Inc. April 2005 - December 2007
Residence Inn April 2000 - March 2005
Skills
Insurance, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Public Relations, Non-profits, Photoshop, Sales, Customer Retention, Finance, Financial Services, Leadership, Marketing
Education
The University of Akron 2001 — 2003
communication
AD Banker & Associates
financial Services/Insurance, Life, Health & Annuties
Hondros College
Commercial Insurance, Property & Casualty
The Partners Group, Private wealth advisory practice of Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney July 2010 - September 2011
DCCI October 2004 - December 2009
Maniacal Marketing March 2003 - September 2004
Nestle May 2002 - June 2003
InfoCision Management Corporation March 1990 - May 2000
Skills
Retirement Planning, Financial Planning, Series 7, Series 66, New Business Development, Account Management, Marketing Strategy, Direct Marketing, Fundraising, Consultative Selling, Relationship Marketing, Forecasting, Public Relations, Promotions, B2B, Non-profits, Campaign Development, Sales Management, Marketing Communications, Strategic Planning, Market Planning, Marketing Management, Key Account Management, Solution Selling, Brand Development, Business Planning, Direct Sales, Integrated Marketing, Corporate Communications, Event Marketing, Social Media Marketing, Product Marketing, Social Media, Selling, Strategic Financial..., Uniform Combined State..., Strategy, Management, Leadership, Event Planning, CRM, Campaigns, Marketing, Business Development, Sales, Investments, Program Management, Training, Negotiation, Budgets
Education
The University of Akron 1996 — 2002
MBA, Marketing
The University of Akron 1985 — 1989
BS, Marketing
Revere High School
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. May 2007 - March 2015
Camping World and Good Sam 2004 - 2007
Einstein Noah Restaurant Group, Inc. 2000 - 2002
Skills
Series 7, Retirement Planning, Financial Services, Certified Professional..., Coaching, Leadership
Education
University of Kansas 1996 — 1998
Master of Science (Sports Admini
University of Kansas 1993 — 1996
Bachelor of Science (B.S.), Business Communications
JPMorgan Chase & Co. April 2015 - Present
J.P. Morgan November 2009 - Present
JPMORGANCHASE January 2008 - September 2009
Ameriprise Financial Services, Inc. July 2005 - February 2008
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Alternative Investments, Derivatives, Financial Modeling, Mutual Funds, Financial Markets, Investment Strategies, Bloomberg, Finance, Financial Risk, Financial Advisory, Strategy, Analysis, FX Options, Trading
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Strategy
Ohio University 2001 — 2005
Bachelor of Business Administration, Finance and Economics
CFA Institute
CFA Charterholder
Plexus Ambassador May 2015 - Present
Ameriprise Financial Services, Inc. August 2006 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Budgets, Editing
Education
The University of Memphis
Ameriprise Financial Services, Inc. August 1999 - Present
Ameriprise Financial August 1999 - Present
Ameriprise Financial 1999 - Present
American Express 1999 - 2006
Compuware June 1995 - August 1999
Gorecki Manufactoring January 1994 - June 1995
Skills
SDLC, Vendor Management, Program Management, Process Improvement, Data Center, Enterprise Software, Leadership, Software Development, Solution Architecture, Security, Enterprise Architecture, IT Strategy, Testing, Business Analysis, Servers, Requirements Analysis
Education
The University of North Dakota 1991 — 1993
BS, Mechanical Engineering
University of Minnesota-Twin Cities 1987 — 1991
Architecture, Engineering and ME
Classic Diagnostic Imaging July 2015 - Present
Providian Medical December 2012 - July 2015
PartsSource Inc. April 2011 - December 2012
Sanders Services September 2007 - March 2011
Ameriprise Financial Services, Inc. February 2007 - August 2007
Mortgage Research & Associates February 2004 - January 2007
Mortgage Consulting Services July 2002 - June 2006
Mortgage Research & Associates June 2001 - June 2002
Ameritech Financial June 1999 - May 2001
Skills
Medical Devices, Ultrasound, Capital Equipment, Healthcare, Account Management, MRI, New Business Development, Radiology, Computed Tomography, Medical Imaging, Direct Sales, Management, Digital Imaging, Healthcare Industry, Sales, Cold Calling, Sales Operations, Solution Selling, Hospitals, Cardiology, OB/GYN, Sales Management, Lead Generation
Education
The University of Akron 1999 — 2003
International Business, Import/Export & Global Selling
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial, Inc. 2004 - 2014
American Express November 1998 - August 2004
Ludlow Advertising February 1992 - October 1998
Education
The University of North Dakota 1986 — 1989
BA, Communications Advertising
QBS Datacom August 2015 - Present
Prime Therapeutics August 2015 - Present
UCare November 2014 - August 2015
Trissential October 2012 - August 2015
UnitedHealth Group June 2014 - October 2014
Ameriprise Financial Services, Inc. February 2014 - May 2014
Cargill October 2012 - January 2014
Merrill Corporation February 2012 - August 2012
CIGNA Healthcare July 2011 - December 2011
Skills
Agile Methodologies, Business Analysis, Requirements Gathering, Business Process, Business Requirements, SDLC, Project Management, User Acceptance Testing, SharePoint, PMO, Quality Assurance, Software Development..., Scrum, Microsoft SQL Server, ITIL Certified, Data Modeling, Project Portfolio..., Integration, Software Development, Business Process..., Requirements Analysis, Software Documentation, Software Project..., TFS, Visio, Business Intelligence, Agile Project Management, T-SQL, HP Quality Center, Rally, SSIS, SSRS, SSAS 2008, Change Management
Education
The University of North Dakota
Bachelor's Degree, Psychology
Fillinup Chicago January 2013 - Present
Rmarts LLC December 2010 - Present
The Numero Group September 2010 - April 2012
Ameriprise Financial Services, Inc. August 2008 - February 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Outlook, Teaching, Budget, Budgets
Education
University of Kansas 2004 — 2008
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. January 2013 - Present
Zurich Life Insurance Company Limited July 2009 - July 2009
Skills
Financial Analysis, Finance, Portfolio Management, Investment Management, Investments, Asset Allocation, Equity Research, Equity Capital Markets, Mutual Funds, ETFs, Stocks, Fixed Income, Data Analysis, Alternative Investments, Accounting, Valuation
Education
West Virginia University 2011 — 2012
Master, Accounting
West Virginia University 2010 — 2011
M.S., Finance
Zhongnan University of Economics and Law 2006 — 2010
B.A., Science of Administration
The University of Hong Kong 2009 — 2009
Finance
Ameriprise Financial Services, Inc. October 1996 - Present
Education
The University of New Mexico 1987 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Cibola High School 1983 — 1987
SunTrust Robinson Humphrey August 2005 - Present
Ameriprise Financial Services, Inc. March 2003 - August 2005
Education
The University of Memphis 1999 — 2002
Communications
Ameriprise Financial Services, Inc. September 2014 - Present
NextEra Energy Resources March 2012 - August 2014
NextEra Energy Resources 2008 - 2012
Microchip Technology 2001 - 2007
Skills
Project Management, Petroleum, Management, Business Strategy, Energy, Change Management, Negotiation, Business Development, Strategic Planning, New Business Development, Oil/Gas, Contract Management, Project Planning, Budgets, Engineering, Business Management, Financial Analysis, Energy and Revenue..., Valuation and Financial..., Finance
Education
University of Florida - Hough Graduate School of Business 2007 — 2008
Master of Business Administration (MBA), Finance
The University of New Mexico 1999 — 2001
Master of Science (MS), Electrical and Electronics Engineering
Executive Scheduling Associates February 2014 - Present
Ameriprise Financial Services, Inc. 2010 - 2013
Education
The University of Georgia 2001 — 2006
Bachelor of Arts (BA), Communication, Journalism, and Related Programs