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
Kimberly Christianson Kimberly Christianson Greater Minneapolis-St. Paul Area Details
Kimberly Christianson's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Client Success Manager at Oracle
Industry Information Technology and Services
Experience
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

Eric Holler Eric Holler Saint Louis, Missouri Details
Eric Holler's Ameriprise Financial Services, Inc. Experience July 2007 - April 2008
Job Manager at Scottrade
Industry Financial Services
Experience
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

Stacy Huffhines Stacy Huffhines Kansas City, Missouri Area Details
Stacy Huffhines's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job RSA at Ameriprise Financial
Industry Financial Services
Experience
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

Diane Schuettpelz, MBA, CRPC® Diane Schuettpelz, MBA, CRPC® Oshkosh, Wisconsin Area Details
Diane Schuettpelz, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Cathy Wear, CRPC® Cathy Wear, CRPC® Kansas City, Missouri Area Details
Cathy Wear, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor | Managing Director | Turner, Wear, Zanders & Associates
Industry Financial Services
Experience
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

Brenda Richens Brenda Richens Greater Minneapolis-St. Paul Area Details
Brenda Richens's Ameriprise Financial Services, Inc. Experience January 2013 - December 2013
Job Director of Finance
Industry Financial Services
Experience
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

William Burmeier, CFP® William Burmeier, CFP® Richardson, Texas Details
William Burmeier, CFP®'s Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - Present

Education
University of Kansas   1987 — 1991
Bachelor of Arts (BA), Political Science

Daniel Woodend,CRPC® Daniel Woodend,CRPC® Greater Memphis Area Details
Daniel Woodend,CRPC®'s Ameriprise Financial Services, Inc. Experience November 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1991 - Present

Education
The University of Memphis   1979 — 1983
4 year, Psychology

Eddie Armstrong Eddie Armstrong Greater Atlanta Area Details
Eddie Armstrong'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
Fullview Financial   January 2011 - August 2014
Waddell & Reed  May 2009 - December 2010

Education
The University of Georgia
Bachelor of Science, Family Financial Planning

Joe Branca Joe Branca Fergus Falls, Minnesota Details
Joe Branca's Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Financial Advisor Legacy Financial Partners A Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Vicky Gillmor Vicky Gillmor Houston, Texas Area Details
Vicky Gillmor's Ameriprise Financial Services, Inc. Experience April 2010 - December 2010
Job Registered Client Associate at Lincoln Financial Securities
Industry Financial Services
Experience
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

Daniel Walby Daniel Walby Greater Minneapolis-St. Paul Area Details
Daniel Walby's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Consultant, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Eugene Weinstein MBA, CFP® Eugene Weinstein MBA, CFP® Dallas/Fort Worth Area Details
Eugene Weinstein MBA, CFP®'s Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brandon Doyle Brandon Doyle Anoka, Minnesota Details
Brandon Doyle's Ameriprise Financial Services, Inc. Experience April 2011 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Cory Wilkinson Cory Wilkinson Greater Memphis Area Details
Cory Wilkinson's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jacob Watts, CRPC® Jacob Watts, CRPC® Mission, Kansas Details
Jacob Watts, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Dale J Snell Dale J Snell Hutchinson, Kansas Details
Dale J Snell's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Sheri Wilson, CRPC® Sheri Wilson, CRPC® Plano, Texas Details
Sheri Wilson, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Financial Advisor with Verus Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jeffrey Badamo Jeffrey Badamo Fort Myers, Florida Area Details
Jeffrey Badamo's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Richard Dallen, CFP, MBA, CMFC Richard Dallen, CFP, MBA, CMFC Greater Milwaukee Area Details
Richard Dallen, CFP, MBA, CMFC's Ameriprise Financial Services, Inc. Experience 1986 - Present
Job Private Wealth Advisor with Dallen Wealth Management Group, a Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
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

Stephonn Alcorn Stephonn Alcorn Lawrence, Kansas Details
Stephonn Alcorn's Ameriprise Financial Services, Inc. Experience August 2014 - April 2015
Job Finance Student at The University of Kansas
Industry Financial Services
Experience
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

Jackie McGinnis, MBA Jackie McGinnis, MBA Kansas City, Missouri Area Details
Jackie McGinnis, MBA's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
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

Christopher Ceman Christopher Ceman Colorado Springs, Colorado Area Details
Christopher Ceman's Ameriprise Financial Services, Inc. Experience August 2012 - May 2014
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
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

Sam Dwyer, AFSB Sam Dwyer, AFSB Kansas City, Missouri Area Details
Sam Dwyer, AFSB's Ameriprise Financial Services, Inc. Experience September 2013 - April 2014
Job Surety Underwriter at Chubb & Son
Industry Insurance
Experience
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

Adam Herendeen Adam Herendeen Wilmington, North Carolina Details
Adam Herendeen's Ameriprise Financial Services, Inc. Experience December 2006 - July 2008
Job Loan Officer/Mortgage Consultant at Seaside Mortgage Corporation
Industry Real Estate
Experience
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

Beverly Stiegele, CFP®, CRPC® Beverly Stiegele, CFP®, CRPC® Westlake, Ohio Details
Beverly Stiegele, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1995 - Present
Ameriprise Financial Services, Inc.   2014 - 2014

Education
The University of Akron
Bachelor of Science in Industrial Management

Dave Schlafman, CFP Dave Schlafman, CFP Bismarck, North Dakota Details
Dave Schlafman, CFP's Ameriprise Financial Services, Inc. Experience July 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2000 - Present

Education
The University of North Dakota

Glenn Cook Glenn Cook Athens, Georgia Area Details
Glenn Cook's Ameriprise Financial Services, Inc. Experience 1992 - Present
Job CFP Financial Advisor, Certified Financial Planner professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1992 - Present

Education
College of Financial Planning   1996 — 1999
CFP, Financial planning

The University of Georgia   1980 — 1982
Animal Science

Bradley A Handel, CMFC Bradley A Handel, CMFC Youngstown, Ohio Area Details
Bradley A Handel, CMFC's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
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

Ryan J. Lehman, CFA, CAIA Ryan J. Lehman, CFA, CAIA Scranton, Pennsylvania Area Details
Ryan J. Lehman, CFA, CAIA's Ameriprise Financial Services, Inc. Experience August 2010 - June 2012
Job Director of Investments at Integrated Capital Management, Inc.
Industry Investment Management
Experience
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

Eric Clubb Eric Clubb Greater Memphis Area Details
Eric Clubb's Ameriprise Financial Services, Inc. Experience March 2004 - August 2005
Job Fixed Income Sales at SunTrust Robinson Humphrey, Inc.
Industry Investment Banking
Experience
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

Jeremy Altfeder, CFP® Jeremy Altfeder, CFP® Raleigh-Durham, North Carolina Area Details
Jeremy Altfeder, CFP®'s Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Senior Client Management Consultant at CAPTRUST
Industry Financial Services
Experience
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

Kevin K. Betz Kevin K. Betz Spokane, Washington Details
Kevin K. Betz's Ameriprise Financial Services, Inc. Experience August 1999 - Present
Job CFP®, CRPC® Financial Advisor
Industry Financial Services
Experience
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.

Philip Edgar, APMA Philip Edgar, APMA Wichita, Kansas Details
Philip Edgar, APMA's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor with Juhnke Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Danny Cook, CRPC® Danny Cook, CRPC® Greater Minneapolis-St. Paul Area Details
Danny Cook, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Transition Manager Experienced Advisor Recruits at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Marie Chiarucci CRPC Marie Chiarucci CRPC Hudson, Ohio Details
Marie Chiarucci CRPC's Ameriprise Financial Services, Inc. Experience August 2003 - Present
Job Financial Advisor for the Private Wealth Advisory practice of Flogge, Chiarucci and Associates
Industry Financial Services
Experience
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

Bryan Hutto Bryan Hutto Athens, Georgia Area Details
Bryan Hutto's Ameriprise Financial Services, Inc. Experience October 1995 - 2004
Job Financial Advisor Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

John Corey, CFP® John Corey, CFP® Greater Chicago Area Details
John Corey, CFP®'s Ameriprise Financial Services, Inc. Experience November 1989 - Present
Job Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ professional |Ameriprise Financial, Inc.|West Point Admissions Rep
Industry Financial Services
Experience
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

Jennifer Ritorto, CFP®, CRPC® Jennifer Ritorto, CFP®, CRPC® Greater Atlanta Area Details
Jennifer Ritorto, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2005 - July 2010
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
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

Cherie Hartmann Cherie Hartmann Cincinnati Area Details
Cherie Hartmann's Ameriprise Financial Services, Inc. Experience July 2005 - November 2006
Job Manager, Retirement Solutions at Fidelity Investments
Industry Financial Services
Experience
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

Susan Finley Susan Finley Burlington, North Carolina Details
Susan Finley's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Client Service Coordinator
Industry Financial Services
Experience
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

Eric Sorensen Eric Sorensen Greater Minneapolis-St. Paul Area Details
Eric Sorensen's Ameriprise Financial Services, Inc. Experience November 2014 - April 2015
Job Owner at Ambient Software Services
Industry Computer Software
Experience
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

April Patrick-Shamoun April Patrick-Shamoun Greater Memphis Area Details
April Patrick-Shamoun's Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job Client Service Representative at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2006 - Present

Skills
Event Planning

Education
The University of Memphis

Alexander Hartinger Alexander Hartinger Greater Minneapolis-St. Paul Area Details
Alexander Hartinger's Ameriprise Financial Services, Inc. Experience April 2011 - May 2014
Job Auditor Conservator Account Auditing Program at State of Minnesota
Industry Financial Services
Experience
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

Scott Giles, CFP® Scott Giles, CFP® Greater Memphis Area Details
Scott Giles, CFP®'s Ameriprise Financial Services, Inc. Experience July 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1992 - Present

Education
The University of Memphis
Bachelor of Science

Jeff Rees Jeff Rees Miami/Fort Lauderdale Area Details
Jeff Rees's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor at Amerprise Financial
Industry Financial Services
Experience
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

Alvin Steinberg, CFP Alvin Steinberg, CFP Greater Memphis Area Details
Alvin Steinberg, CFP's Ameriprise Financial Services, Inc. Experience April 1982 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1982 - Present

Education
The University of Memphis   1963 — 1967
BBA, Marketing/Management

J. J. Wenrich, CFP J. J. Wenrich, CFP San Clemente, California Details
J. J. Wenrich, CFP's Ameriprise Financial Services, Inc. Experience 2000 - 2006
Job Regional Vice President
Industry Financial Services
Experience
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

Taylor Petermann Taylor Petermann Stilwell, Kansas Details
Taylor Petermann's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Intern / Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
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

Christina M. Beynon Christina M. Beynon Chicago, Illinois Details
Christina M. Beynon's Ameriprise Financial Services, Inc. Experience January 2011 - June 2012
Job Practice Manager at Harriet Heyda & Assocates Ameriprise Financial, Inc.
Industry Financial Services
Experience
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

Rachel Braun Rachel Braun Flowery Branch, Georgia Details
Rachel Braun's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
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

Scott Horning Scott Horning Hartville, Ohio Details
Scott Horning's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Christopher Karpie Christopher Karpie Buffalo/Niagara, New York Area Details
Christopher Karpie's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Financial Consultant with AXA Advisors
Industry Financial Services
Experience
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

Sarah Steinberg, CPA, CIA Sarah Steinberg, CPA, CIA Albuquerque, New Mexico Area Details
Sarah Steinberg, CPA, CIA's Ameriprise Financial Services, Inc. Experience July 2006 - March 2008
Job Internal Auditor
Industry Accounting
Experience
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

Aoli Zhang Aoli Zhang Hyattsville, Maryland Details
Aoli Zhang's Ameriprise Financial Services, Inc. Experience October 2011 - May 2012
Job Student at University of Maryland College Park
Industry Logistics and Supply Chain
Experience
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

Brian Schimke Brian Schimke Minnetonka, Minnesota Details
Brian Schimke's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Sr Director Business Process Capabilities at UnitedHealthcare Benefit Operations
Industry Insurance
Experience
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

Ross Mannino, CFP®, APMA® Ross Mannino, CFP®, APMA® Greenwich, Connecticut Details
Ross Mannino, CFP®, APMA®'s Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Casey Hayden Casey Hayden Saint Paul, Minnesota Details
Casey Hayden's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Construction
Experience
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

Jason Blick Jason Blick Chicago, Illinois Details
Jason Blick's Ameriprise Financial Services, Inc. Experience June 2003 - April 2005
Job Senior Associate at PwC
Industry Management Consulting
Experience
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

Jamie Liang Jamie Liang Minneapolis, Minnesota Details
Jamie Liang's Ameriprise Financial Services, Inc. Experience May 2014 - January 2015
Job Marketing Specialist at TRIA Orthopaedic Center
Industry Public Relations and Communications
Experience
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

Jesse Surridge Jesse Surridge Ellington, Connecticut Details
Jesse Surridge's Ameriprise Financial Services, Inc. Experience December 2005 - December 2006
Job Executive Recruiter at Ledgent Search Group
Industry Staffing and Recruiting
Experience
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

Chris Hance Chris Hance Charlotte, North Carolina Area Details
Chris Hance's Ameriprise Financial Services, Inc. Experience September 2002 - June 2006
Job Wealth Management Insurance Regulation 60 Coordinator
Industry Financial Services
Experience
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

Shannon T. Sulewski Shannon T. Sulewski Columbus, Ohio Area Details
Shannon T. Sulewski's Ameriprise Financial Services, Inc. Experience January 2008 - December 2013
Job Manager, Financial Services
Industry Financial Services
Experience
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

Matthew Udal Matthew Udal Farmington, Connecticut Details
Matthew Udal's Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2000 - Present

Education
The University of Connecticut School of Business   1995 — 1999
B.S., Accounting

Bacon Academy

Gregory Dostert Gregory Dostert Kihei, Hawaii Details
Gregory Dostert's Ameriprise Financial Services, Inc. Experience April 2011 - April 2013
Job Independent Consultant
Industry Management Consulting
Experience
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

Jake T Bryant, ChFC, APMA, CRPC Jake T Bryant, ChFC, APMA, CRPC Greater Atlanta Area Details
Jake T Bryant, ChFC, APMA, CRPC's Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brad Benson Brad Benson Greater Minneapolis-St. Paul Area Details
Brad Benson's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Leadership Professional
Industry Financial Services
Experience
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

Brennan Trimble Brennan Trimble Greater Minneapolis-St. Paul Area Details
Brennan Trimble's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Marketing Student at Winona State University
Industry Marketing and Advertising
Experience
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

Curtis Mark Casey, CFP® ChFC® CLU® Curtis Mark Casey, CFP® ChFC® CLU® Greensboro/Winston-Salem, North Carolina Area Details
Curtis Mark Casey, CFP® ChFC® CLU®'s Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor at Casey & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Gabe Freeman Gabe Freeman Kansas City, Missouri Area Details
Gabe Freeman's Ameriprise Financial Services, Inc. Experience January 2006 - December 2008
Job Marketing at Crossroads Hospice
Industry Hospital & Health Care
Experience
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

Joan M. Kelley Joan M. Kelley Rockford, Illinois Area Details
Joan M. Kelley's Ameriprise Financial Services, Inc. Experience December 1986 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Thomas Kalb Thomas Kalb Minneapolis, Minnesota Details
Thomas Kalb's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Student at Metropolitan State University
Industry Financial Services
Experience
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

Gus Nathan Gus Nathan Phoenix, Arizona Area Details
Gus Nathan's Ameriprise Financial Services, Inc. Experience June 2011 - September 2014
Job Responsible for the overall leadership of the Identity & Access Management Technology function within Kaiser Permanente
Industry Hospital & Health Care
Experience
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

Lindsey Maiani Lindsey Maiani New London, Ohio Details
Lindsey Maiani's Ameriprise Financial Services, Inc. Experience June 2013 - March 2015
Job Student at The University of Akron
Industry Financial Services
Experience
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

Aimee Cooper Aimee Cooper Akron, Ohio Details
Aimee Cooper's Ameriprise Financial Services, Inc. Experience October 2007 - February 2009
Job .
Industry Accounting
Experience
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

Maria Spencer Maria Spencer Greater Atlanta Area Details
Maria Spencer's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job AERS Consultant at Deloitte
Industry Financial Services
Experience
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

Erik Saari Erik Saari Greater Minneapolis-St. Paul Area Details
Erik Saari's Ameriprise Financial Services, Inc. Experience July 2015 - August 2015
Job Business Analyst at Carousel Motor Group
Industry Financial Services
Experience
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

K Meisel K Meisel Lawrence, Kansas Area Details
K Meisel's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Associate at Ameriprise Financial
Industry Financial Services
Experience
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

Dylan Baxter Dylan Baxter Columbus, Ohio Details
Dylan Baxter's Ameriprise Financial Services, Inc. Experience July 2013 - August 2013
Job Financial Specialist at PNC
Industry Financial Services
Experience
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

Clyde Allen Clyde Allen Greater Nashville Area Details
Clyde Allen's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Mark D. Wilcox, CFP® Mark D. Wilcox, CFP® Cleveland/Akron, Ohio Area Details
Mark D. Wilcox, CFP®'s Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Managing Director at Stratos Wealth Partners and CEO at Hudson Wealth Managment
Industry Investment Management
Experience
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

Kyle Lambrecht Kyle Lambrecht Kansas City, Missouri Area Details
Kyle Lambrecht's Ameriprise Financial Services, Inc. Experience May 2012 - May 2013
Job AIS Tax Administrator at State Street Bank
Industry Financial Services
Experience
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

Christopher Schmitz Christopher Schmitz Lawrence, Kansas Details
Christopher Schmitz's Ameriprise Financial Services, Inc. Experience August 2011 - January 2014
Job KU Masters of Accounting
Industry
Experience
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

Steven L. Kaskel Steven L. Kaskel Overland Park, Kansas Details
Steven L. Kaskel's Ameriprise Financial Services, Inc. Experience 2001 - 2013
Job Licensed Retirement Education Specialist at JPMorgan Chase and Co.
Industry Financial Services
Experience
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

Alex Ferrell Alex Ferrell Minneapolis, Minnesota Details
Alex Ferrell's Ameriprise Financial Services, Inc. Experience July 2013 - May 2014
Job Business Account Executive at Comcast Business
Industry Telecommunications
Experience
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

Morgan Shaffer Morgan Shaffer Atlanta, Georgia Details
Morgan Shaffer's Ameriprise Financial Services, Inc. Experience August 2013 - December 2014
Job Compliance Associate at Invesco Ltd.
Industry Financial Services
Experience
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

Dawn Rettig Dawn Rettig Schenectady, New York Details
Dawn Rettig's Ameriprise Financial Services, Inc. Experience October 2012 - September 2013
Job Eligibility Specialist at MAXIMUS
Industry Financial Services
Experience
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

Shaquita Young Shaquita Young Birmingham, Alabama Details
Shaquita Young's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job MS Financial Planning
Industry Financial Services
Experience
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

Orr Cooks Orr Cooks Minneapolis, Minnesota Details
Orr Cooks's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Sr. Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

William Hoover William Hoover Falls Church, Virginia Details
William Hoover's Ameriprise Financial Services, Inc. Experience August 2012 - February 2015
Job Client Service Representative at Foliofn
Industry Financial Services
Experience
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

Heather Babula Heather Babula Hopkins, Minnesota Details
Heather Babula's Ameriprise Financial Services, Inc. Experience May 2014 - September 2014
Job Corporate Group Fitness Instructor
Industry Health, Wellness and Fitness
Experience
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

Joseph Yue Joseph Yue Greater Minneapolis-St. Paul Area Details
Joseph Yue's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Service Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jack Moorhead Jack Moorhead Kansas City, Missouri Area Details
Jack Moorhead's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Database Architect / Applications Developer at Ameriprise Financial Services, Inc.
Industry Computer Software
Experience
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

Nikita Waldron Nikita Waldron Lawrence, Kansas Area Details
Nikita Waldron's Ameriprise Financial Services, Inc. Experience October 2007 - December 2008
Job PhD Student at The University of Kansas
Industry Accounting
Experience
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

Drew Albers Drew Albers Greater Denver Area Details
Drew Albers's Ameriprise Financial Services, Inc. Experience August 2009 - February 2011
Job Interpersonal | Analytical | Client Focused | Wealth Management Enthusiast
Industry Investment Management
Experience
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

Sean Maher Sean Maher Buffalo, New York Details
Sean Maher's Ameriprise Financial Services, Inc. Experience August 2013 - December 2013
Job Ohio State University Student
Industry Higher Education
Experience
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

Josh Kincaid Josh Kincaid Cedar Rapids, Iowa Area Details
Josh Kincaid's Ameriprise Financial Services, Inc. Experience June 2011 - August 2013
Job Territory Sales Manager at Altria
Industry Tobacco
Experience
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

Darlene Wood Darlene Wood Greater Minneapolis-St. Paul Area Details
Darlene Wood's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Senior Graphic Designer at Ameriprise Financial Services, Inc.
Industry Graphic Design
Experience
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

Bob Logan, CFP® Bob Logan, CFP® Lexington, South Carolina Details
Bob Logan, CFP®'s Ameriprise Financial Services, Inc. Experience May 2009 - June 2015
Job Wealth Advisor at CalmWater Financial
Industry Financial Services
Experience
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

Jill Frier Jill Frier Phoenix, Arizona Area Details
Jill Frier's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Strategic Program Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Chris Schreckenghost Chris Schreckenghost Greater Minneapolis-St. Paul Area Details
Chris Schreckenghost's Ameriprise Financial Services, Inc. Experience March 2012 - October 2013
Job Senior Complex Products Supervisor at LPL Financial
Industry Financial Services
Experience
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

Patricia McInnis Patricia McInnis Greater Minneapolis-St. Paul Area Details
Patricia McInnis's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Program Manager at Ameriprise Financial
Industry Financial Services
Experience
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

Verna Jones Verna Jones Columbus, Ohio Area Details
Verna Jones's Ameriprise Financial Services, Inc. Experience October 2005 - May 2008
Job Owner of V. M. Jones Enterprises, LLC
Industry Real Estate
Experience
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

Dana Staton Dana Staton Phoenix, Arizona Area Details
Dana Staton's Ameriprise Financial Services, Inc. Experience May 2011 - November 2011
Job Property Claims Examiner at Chubb Insurance
Industry Insurance
Experience
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

Tim Bonar Tim Bonar Cleveland/Akron, Ohio Area Details
Tim Bonar's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jennings Fleetwood Jennings Fleetwood Atlanta, Georgia Details
Jennings Fleetwood's Ameriprise Financial Services, Inc. Experience 2004 - September 2006
Job Orthopaedic Sales Rep
Industry Medical Devices
Experience
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

Sheila Forst McFarland Sheila Forst McFarland Frankfort, Illinois Details
Sheila Forst McFarland's Ameriprise Financial Services, Inc. Experience January 2015 - April 2015
Job Financial Planning Specialist at Amerprise
Industry Financial Services
Experience
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

Becky Hullinger Becky Hullinger Sarasota, Florida Area Details
Becky Hullinger's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
merrill lynch  February 2008 - June 2011

Education
The University of Georgia   1976 — 1980
BM of Music Education

Erica Henst Erica Henst Greater New York City Area Details
Erica Henst's Ameriprise Financial Services, Inc. Experience November 2006 - November 2008
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
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

Stephen Baker, CFP® Stephen Baker, CFP® Greater Denver Area Details
Stephen Baker, CFP®'s Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
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

Marty Christopher, CFP, CEBS Marty Christopher, CFP, CEBS Greater Minneapolis-St. Paul Area Details
Marty Christopher, CFP, CEBS's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Head of Retirement Consultants at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Darrell Douglas, CFP® Darrell Douglas, CFP® Greater Memphis Area Details
Darrell Douglas, CFP®'s Ameriprise Financial Services, Inc. Experience 1980 - Present
Job Private Wealth Advisor at Guidingpoint Financial Group, a financial advisory practice of Ameriprise Financial Services,
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1980 - Present

Education
The University of Memphis   1972 — 1976
Bachelor of Science (B.S.), Finance, General

Daven Primm Daven Primm Bloomington, Illinois Details
Daven Primm's Ameriprise Financial Services, Inc. Experience April 2005 - December 2007
Job Agent/Owner at State Farm
Industry Insurance
Experience
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

Victoria Ellinger Victoria Ellinger Cleveland/Akron, Ohio Area Details
Victoria Ellinger's Ameriprise Financial Services, Inc. Experience November 2011 - December 2012
Job Business Development Director at The Partners Group
Industry Financial Services
Experience
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

Stefani Hamman Stefani Hamman Greater Nashville Area Details
Stefani Hamman's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Practice and Business Development Coach at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

David Boone, CFA David Boone, CFA Columbus, Ohio Details
David Boone, CFA's Ameriprise Financial Services, Inc. Experience July 2005 - February 2008
Job Fixed Income Analyst
Industry Investment Management
Experience
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

April Patrick Shamoun April Patrick Shamoun Cordova, Tennessee Details
April Patrick Shamoun's Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job Customer Service Representative at Ameriprise Financial Services, Inc.
Industry
Experience
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

Erik Srigley Erik Srigley Greater Minneapolis-St. Paul Area Details
Erik Srigley's Ameriprise Financial Services, Inc. Experience August 1999 - Present
Job Senior Operations Manager at Ameriprise Financial
Industry Financial Services
Experience
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

Jason Sanders Jason Sanders Macedonia, Ohio Details
Jason Sanders's Ameriprise Financial Services, Inc. Experience February 2007 - August 2007
Job Strategic Sales and Sourcing Specialist Program Accounts at Classic Diagnostic Imaging
Industry Medical Devices
Experience
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

David Eppler David Eppler Greater Minneapolis-St. Paul Area Details
David Eppler's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Vice President of Communications at Ameriprise Financial, Inc.
Industry Financial Services
Experience
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

Bashir Shafii, CBAP® Bashir Shafii, CBAP® Greater Minneapolis-St. Paul Area Details
Bashir Shafii, CBAP®'s Ameriprise Financial Services, Inc. Experience February 2014 - May 2014
Job Sr. Business Systems Analyst at Prime Therapeutics
Industry Information Technology and Services
Experience
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

Ryan Razowsky Ryan Razowsky Greater Chicago Area Details
Ryan Razowsky's Ameriprise Financial Services, Inc. Experience August 2008 - February 2010
Job Founder/Operator at Fillinup Chicago
Industry Retail
Experience
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

Juyun Lu Juyun Lu Greater Pittsburgh Area Details
Juyun Lu's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Investment Specialist
Industry Financial Services
Experience
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

Charles Palacios, CFP, ChFC, CLU Charles Palacios, CFP, ChFC, CLU Phoenix, Arizona Details
Charles Palacios, CFP, ChFC, CLU's Ameriprise Financial Services, Inc. Experience October 1996 - Present
Job Financial Advisor | An Ameriprise Platinum Financial Service Practice | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Eric Clubb Eric Clubb Greater Memphis Area Details
Eric Clubb's Ameriprise Financial Services, Inc. Experience March 2003 - August 2005
Job Fixed Income Sales Assistant at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey  August 2005 - Present
Ameriprise Financial Services, Inc.   March 2003 - August 2005

Education
The University of Memphis   1999 — 2002
Communications

Naveen Meagher Naveen Meagher Greater Minneapolis-St. Paul Area Details
Naveen Meagher's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Senior Finance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lacie Luft Lacie Luft Bogart, Georgia Details
Lacie Luft's Ameriprise Financial Services, Inc. Experience 2010 - 2013
Job Executive Scheduler at Executive Scheduling Associates
Industry Financial Services
Experience
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

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