Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Jason Burgess Jason Burgess's Ameriprise Financial Services, Inc. Experience August 2008 - December 2008
Job Vice President Account Management Markit
Industry Financial Services
Experience
Markit February 2014 - Present
JPMorgan Chase March 2009 - February 2014
Ameriprise Financial Services, Inc. August 2008 - December 2008
Skills
Global Custody, Cash Management, Client Relations Skills, Onboarding, Process Improvement, Hedge Funds, Mutual Funds, Securities, Investment Banking, Middle Office, Risk Management, Corporate Actions, Equities, Fixed Income, Management, Derivatives, Capital Markets, Financial Services
Education
University of North Texas 2006 — 2008
Bachelor of Business Administration (B.B.A.), Financial Services
The University of Texas at Dallas 2004 — 2006
Rowlett High School 2001 — 2004
Markit February 2014 - Present
JPMorgan Chase March 2009 - February 2014
Ameriprise Financial Services, Inc. August 2008 - December 2008
Skills
Global Custody, Cash Management, Client Relations Skills, Onboarding, Process Improvement, Hedge Funds, Mutual Funds, Securities, Investment Banking, Middle Office, Risk Management, Corporate Actions, Equities, Fixed Income, Management, Derivatives, Capital Markets, Financial Services
Education
University of North Texas 2006 — 2008
Bachelor of Business Administration (B.B.A.), Financial Services
The University of Texas at Dallas 2004 — 2006
Rowlett High School 2001 — 2004
Becca Shwarts Becca Shwarts's Ameriprise Financial Services, Inc. Experience August 2012 - August 2012
Job Client Services Operations Associate at SailPoint
Industry Public Relations and Communications
Experience
SailPoint August 2014 - Present
Texas Stars Hockey Club May 2013 - Present
Texas Stars Hockey Club August 2012 - May 2013
Ameriprise Financial Services, Inc. August 2012 - August 2012
Texas Stars Hockey Club January 2012 - May 2012
Big Brothers Big Sisters of Central Texas June 2011 - August 2011
Delta Gamma November 2009 - November 2010
Skills
Event Planning, Fundraising, Writing, InDesign, Photoshop, Social Media, Social Media Marketing, Game Day Operations, Day Of Coordination, Client Maintenance, Sponsorship Activation, Facebook, Press Releases, Sponsorship, Non-profits, Public Relations, Social Networking, PowerPoint, Sports Marketing, Media Relations, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Public Speaking, Adobe Creative Suite, Research, Outlook, Ap Style, Wordpress, Archtics Ticketing..., Market Research, Pinterest, Time Management, Nonprofits
Education
The University of Texas at Austin 2009 — 2013
Public Relations, Event Planning, Development
Parish Episcopal School 1997 — 2009
SailPoint August 2014 - Present
Texas Stars Hockey Club May 2013 - Present
Texas Stars Hockey Club August 2012 - May 2013
Ameriprise Financial Services, Inc. August 2012 - August 2012
Texas Stars Hockey Club January 2012 - May 2012
Big Brothers Big Sisters of Central Texas June 2011 - August 2011
Delta Gamma November 2009 - November 2010
Skills
Event Planning, Fundraising, Writing, InDesign, Photoshop, Social Media, Social Media Marketing, Game Day Operations, Day Of Coordination, Client Maintenance, Sponsorship Activation, Facebook, Press Releases, Sponsorship, Non-profits, Public Relations, Social Networking, PowerPoint, Sports Marketing, Media Relations, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Public Speaking, Adobe Creative Suite, Research, Outlook, Ap Style, Wordpress, Archtics Ticketing..., Market Research, Pinterest, Time Management, Nonprofits
Education
The University of Texas at Austin 2009 — 2013
Public Relations, Event Planning, Development
Parish Episcopal School 1997 — 2009
Samuel Spurgin Samuel Spurgin's Ameriprise Financial Services, Inc. Experience June 2014 - July 2014
Job Intermediate Financial Analyst
Industry Investment Management
Experience
Bank of America August 2014 - Present
Ameriprise Financial Services, Inc. June 2014 - July 2014
Ameriprise Financial Services, Inc. June 2013 - June 2014
UND Student Managed Investment Fund January 2014 - May 2014
Bergstrom Electric, INC. June 2012 - June 2013
Best Buy August 2009 - December 2011
Skills
Microsoft Excel, Excel VBA, Microsoft Access, Microsoft Word, PowerPoint, Peachtree, Team Leadership, Customer Service, Teamwork, Public Speaking, Social Media, Windows, Microsoft Office, English, Access, Business Requirements, Financial Analysis, Finance, Corporate Finance, Investments, Financial Reporting, Process Improvement, Financial Risk, Financial Modeling, Data Entry, Project Planning, Financial Markets, Spreadsheets, Business Analysis, Databases, Portfolio Management, Accounting, Data Analysis, Analysis, Risk Management, Integration, Equities, Securities, Options, Cash Management, Valuation, Financial Services, Business Planning, Reporting, Sales, Analytics, Quantitative Analytics
Education
The University of North Dakota 2010 — 2014
Bachelor of Business Administration (BBA), Investments and Securities, 3.8/4.0
The University of North Dakota 2010 — 2014
Bachelor of Business Administration (BBA), Managerial Finance and Accounting, 3.8/4.0
Bank of America August 2014 - Present
Ameriprise Financial Services, Inc. June 2014 - July 2014
Ameriprise Financial Services, Inc. June 2013 - June 2014
UND Student Managed Investment Fund January 2014 - May 2014
Bergstrom Electric, INC. June 2012 - June 2013
Best Buy August 2009 - December 2011
Skills
Microsoft Excel, Excel VBA, Microsoft Access, Microsoft Word, PowerPoint, Peachtree, Team Leadership, Customer Service, Teamwork, Public Speaking, Social Media, Windows, Microsoft Office, English, Access, Business Requirements, Financial Analysis, Finance, Corporate Finance, Investments, Financial Reporting, Process Improvement, Financial Risk, Financial Modeling, Data Entry, Project Planning, Financial Markets, Spreadsheets, Business Analysis, Databases, Portfolio Management, Accounting, Data Analysis, Analysis, Risk Management, Integration, Equities, Securities, Options, Cash Management, Valuation, Financial Services, Business Planning, Reporting, Sales, Analytics, Quantitative Analytics
Education
The University of North Dakota 2010 — 2014
Bachelor of Business Administration (BBA), Investments and Securities, 3.8/4.0
The University of North Dakota 2010 — 2014
Bachelor of Business Administration (BBA), Managerial Finance and Accounting, 3.8/4.0
Kristopher Mrachek CFP® Kristopher Mrachek CFP®'s Ameriprise Financial Services, Inc. Experience July 2010 - Present
Job Private Wealth Advisor Legacy Financial Partners A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2010 - Present
Education
The University of North Dakota 2005 — 2010
Bachelors degree, Investments and Accounting
Ameriprise Financial Services, Inc. July 2010 - Present
Education
The University of North Dakota 2005 — 2010
Bachelors degree, Investments and Accounting
Melvin Richardson's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Operations Analyst Incident Management
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - December 2014
Ameriprise Financial Services, Inc. August 2011 - August 2014
CDI Business Solutions August 2010 - April 2011
CDI IT Solutions January 2010 - August 2010
CDI IT Solutions July 2009 - January 2010
Skills
Vendor Management, ITIL, Service Desk, Microsoft Office, Leadership, Process Improvement, IT Service Management, Business Analysis, Computer Hardware, Lotus Notes, Troubleshooting, IT Management, Technical Support, Software Documentation, Call Centers
Education
The University of Texas at Austin 1997 — 1997
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - December 2014
Ameriprise Financial Services, Inc. August 2011 - August 2014
CDI Business Solutions August 2010 - April 2011
CDI IT Solutions January 2010 - August 2010
CDI IT Solutions July 2009 - January 2010
Skills
Vendor Management, ITIL, Service Desk, Microsoft Office, Leadership, Process Improvement, IT Service Management, Business Analysis, Computer Hardware, Lotus Notes, Troubleshooting, IT Management, Technical Support, Software Documentation, Call Centers
Education
The University of Texas at Austin 1997 — 1997
Laura Davison's Ameriprise Financial Services, Inc. Experience January 2014 - August 2014
Job Portfolio Reporting Analyst at Payden & Rygel
Industry Investment Banking
Experience
Payden & Rygel August 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - August 2014
University of North Dakota August 2012 - December 2013
Wild Hog Smokehouse August 2011 - December 2013
Paradiso Mexican Restaurant September 2008 - May 2012
Skills
Microsoft Office, Investments, Financial Analysis, Excel, Risk Management, Analysis, PowerPoint, Research, Public Speaking, Customer Service, Financial Modeling, Budgets, Valuation, Equities, Microsoft Excel, Leadership, Economics
Education
The University of North Dakota 2012 — 2013
Master of Business Administration (M.B.A.)
The University of North Dakota 2007 — 2011
Bachelor of Business Administration (BBA), Investments and Securities
Payden & Rygel August 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - August 2014
University of North Dakota August 2012 - December 2013
Wild Hog Smokehouse August 2011 - December 2013
Paradiso Mexican Restaurant September 2008 - May 2012
Skills
Microsoft Office, Investments, Financial Analysis, Excel, Risk Management, Analysis, PowerPoint, Research, Public Speaking, Customer Service, Financial Modeling, Budgets, Valuation, Equities, Microsoft Excel, Leadership, Economics
Education
The University of North Dakota 2012 — 2013
Master of Business Administration (M.B.A.)
The University of North Dakota 2007 — 2011
Bachelor of Business Administration (BBA), Investments and Securities
Jessica Hensley, CFP®, CRPC® Jessica Hensley, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2010 - December 2012
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Duren And Associates A Private Wealth Advisory practice of Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. December 2010 - December 2012
Small Business Assistance Corporation June 2010 - December 2010
Education
University of Georgia - Terry College of Business 2007 — 2010
Finance, Spanish, 3.7
The University of Texas at Austin 2006 — 2007
N/A, Government
Duren And Associates A Private Wealth Advisory practice of Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. December 2010 - December 2012
Small Business Assistance Corporation June 2010 - December 2010
Education
University of Georgia - Terry College of Business 2007 — 2010
Finance, Spanish, 3.7
The University of Texas at Austin 2006 — 2007
N/A, Government
Ed Ahl's Ameriprise Financial Services, Inc. Experience September 1998 - March 2006
Job Exclusive Financial Specialist at Allstate Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans May 2006 - March 2014
Ameriprise Financial Services, Inc. September 1998 - March 2006
A.G. Edwards 1996 - 1998
Skills
Small Business, Fixed Annuities, Wealth Management, Estate Planning, Retirement Planning, Mutual Funds, Investments, Retirement, Series 7, Financial Planning, Insurance, Asset Allocation, Financial Advisory, 401k, Securities, Life Insurance, Investment Strategies, Financial Services, Leadership, IRAs, Portfolio Management, Long Term Care Insurance, Disability Insurance, Strategic Planning, Team Building
Education
Thiel College 1972 — 1973
Thrivent Financial for Lutherans May 2006 - March 2014
Ameriprise Financial Services, Inc. September 1998 - March 2006
A.G. Edwards 1996 - 1998
Skills
Small Business, Fixed Annuities, Wealth Management, Estate Planning, Retirement Planning, Mutual Funds, Investments, Retirement, Series 7, Financial Planning, Insurance, Asset Allocation, Financial Advisory, 401k, Securities, Life Insurance, Investment Strategies, Financial Services, Leadership, IRAs, Portfolio Management, Long Term Care Insurance, Disability Insurance, Strategic Planning, Team Building
Education
Thiel College 1972 — 1973
Paige Endres Paige Endres's Ameriprise Financial Services, Inc. Experience October 2009 - February 2013
Job Corporate Reviewer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - February 2013
Ameriprise Financial February 2009 - July 2009
Ameriprise Financial Advisors January 2008 - January 2009
Ameriprise Financial Advisors October 2006 - November 2007
Ameriprise Financial July 2005 - October 2006
Ameriprise Financial March 2004 - July 2005
Ameriprise Financial June 2003 - March 2004
Education
The University of North Dakota 2000 — 2002
M.A., Mass Communication
The University of North Dakota 1997 — 2000
B.A., Mass Communication
Ameriprise Financial Services, Inc. October 2009 - February 2013
Ameriprise Financial February 2009 - July 2009
Ameriprise Financial Advisors January 2008 - January 2009
Ameriprise Financial Advisors October 2006 - November 2007
Ameriprise Financial July 2005 - October 2006
Ameriprise Financial March 2004 - July 2005
Ameriprise Financial June 2003 - March 2004
Education
The University of North Dakota 2000 — 2002
M.A., Mass Communication
The University of North Dakota 1997 — 2000
B.A., Mass Communication
Sean Keane, CRPC® Sean Keane, CRPC®'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
Ameriprise Financial Services, Inc. May 2014 - August 2014
Ligouri & Associates, Inc. November 2013 - April 2014
Education
The University of South Dakota 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Bishop Heelan Catholic High School 2005 — 2009
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - August 2014
Ligouri & Associates, Inc. November 2013 - April 2014
Education
The University of South Dakota 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Bishop Heelan Catholic High School 2005 — 2009
Amber Hill Amber Hill's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
OneVision Solutions June 2011 - May 2013
Ameriprise Financial August 2009 - June 2011
Wells Fargo July 2008 - July 2009
Wells Fargo September 2006 - July 2008
Education
The University of Texas at Arlington 2006 — 2011
Bachelors, Business Finance
Ameriprise Financial Services, Inc. May 2013 - Present
OneVision Solutions June 2011 - May 2013
Ameriprise Financial August 2009 - June 2011
Wells Fargo July 2008 - July 2009
Wells Fargo September 2006 - July 2008
Education
The University of Texas at Arlington 2006 — 2011
Bachelors, Business Finance
Neil Rahimi, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2003 - Present
Job Private Wealth Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2003 - Present
InfoStock, Inc. December 1998 - February 2003
Education
The University of Texas at Austin
Ameriprise Financial Services, Inc. March 2003 - Present
InfoStock, Inc. December 1998 - February 2003
Education
The University of Texas at Austin
Colin Cohen Colin Cohen's Ameriprise Financial Services, Inc. Experience November 2008 - January 2013
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC January 2013 - Present
BNI 2013 - 2015
BNI 2013 - 2015
Ameriprise Financial Services, Inc. November 2008 - January 2013
AG Edwards March 2001 - November 2008
Skills
Retirement, Retirement Planning, Wealth, Estate Planning, Investments, Wealth Management, Financial Planning, Insurance, Mutual Funds, Financial Advisory, Fixed Annuities, Series 7, Finance, Investment Strategies
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts (BA), History
Vanderbilt University 1991 — 1992
Upstream Investment Partners, LLC January 2013 - Present
BNI 2013 - 2015
BNI 2013 - 2015
Ameriprise Financial Services, Inc. November 2008 - January 2013
AG Edwards March 2001 - November 2008
Skills
Retirement, Retirement Planning, Wealth, Estate Planning, Investments, Wealth Management, Financial Planning, Insurance, Mutual Funds, Financial Advisory, Fixed Annuities, Series 7, Finance, Investment Strategies
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts (BA), History
Vanderbilt University 1991 — 1992
Kennon Weaver's Ameriprise Financial Services, Inc. Experience April 2013 - August 2013
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. April 2013 - August 2013
Edward Jones May 2011 - April 2013
Fidelity Investments January 2008 - May 2011
Skills
Finance, Insurance, Fixed Income, Life Insurance, Mutual Funds, Wealth, Bonds, Investment Planning, Estate Investment..., ETF's
Education
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Wells Fargo Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. April 2013 - August 2013
Edward Jones May 2011 - April 2013
Fidelity Investments January 2008 - May 2011
Skills
Finance, Insurance, Fixed Income, Life Insurance, Mutual Funds, Wealth, Bonds, Investment Planning, Estate Investment..., ETF's
Education
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Jordon Jellison's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job AFA
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Jelco January 2004 - March 2015
Skills
New Business Development, Contract Negotiation, Strategic Planning, Team Building, Sales Management
Education
The University of Texas at Austin 2000 — 2005
Government, Government, Business
Ameriprise Financial Services, Inc. July 2015 - Present
Jelco January 2004 - March 2015
Skills
New Business Development, Contract Negotiation, Strategic Planning, Team Building, Sales Management
Education
The University of Texas at Austin 2000 — 2005
Government, Government, Business
Greg Mellang Greg Mellang's Ameriprise Financial Services, Inc. Experience June 2002 - May 2004
Job ELM STATEWIDE ADMINISTRATOR at State of Minnesota
Industry E-Learning
Experience
State of Minnesota June 2014 - Present
Fotodog Photography & Design May 1988 - Present
State of Minnesota June 2013 - June 2014
Infor August 2011 - March 2013
Cambridge Camera Club 2012 - 2013
Minnesota RollerGirls 2003 - 2013
Minnesota Department of Natural Resources August 2003 - August 2012
Lawson Software July 2007 - August 2011
Ameriprise Financial May 2004 - June 2007
Ameriprise Financial Services, Inc. June 2002 - May 2004
Skills
E-Learning, Learning Management..., Training, Captivate, Camtasia, Instructional Design, Photoshop, Needs Analysis, Instructor-led Training, Training Delivery, Dreamweaver, Content Management, Learning Management, WebEx, Content Development, Flash, Multimedia, Microsoft Office, Photography, Illustrator, SCORM, Blended Learning, Workshop Facilitation, Video Production, Premiere, Articulate Studio, Articulate Suite, Hands-on Training, Lightroom, Camtasia Studio, Sound Editing, Adobe Lightroom, Mind Mapping, Storyboarding, Articulate Storyline
Education
University of Minnesota-Twin Cities 2013 — 2013
Interprofessional Healthcare Informatics
The University of South Dakota 1981 — 1985
Bachelor of Science, Business Administration
Gettysburg High School 1977 — 1980
State of Minnesota June 2014 - Present
Fotodog Photography & Design May 1988 - Present
State of Minnesota June 2013 - June 2014
Infor August 2011 - March 2013
Cambridge Camera Club 2012 - 2013
Minnesota RollerGirls 2003 - 2013
Minnesota Department of Natural Resources August 2003 - August 2012
Lawson Software July 2007 - August 2011
Ameriprise Financial May 2004 - June 2007
Ameriprise Financial Services, Inc. June 2002 - May 2004
Skills
E-Learning, Learning Management..., Training, Captivate, Camtasia, Instructional Design, Photoshop, Needs Analysis, Instructor-led Training, Training Delivery, Dreamweaver, Content Management, Learning Management, WebEx, Content Development, Flash, Multimedia, Microsoft Office, Photography, Illustrator, SCORM, Blended Learning, Workshop Facilitation, Video Production, Premiere, Articulate Studio, Articulate Suite, Hands-on Training, Lightroom, Camtasia Studio, Sound Editing, Adobe Lightroom, Mind Mapping, Storyboarding, Articulate Storyline
Education
University of Minnesota-Twin Cities 2013 — 2013
Interprofessional Healthcare Informatics
The University of South Dakota 1981 — 1985
Bachelor of Science, Business Administration
Gettysburg High School 1977 — 1980
Jason Fisk Jason Fisk's Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job Financial Advisor at Clearfork Wealth Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1995 - Present
Clearfork Wealth Management June 1995 - Present
Education
The University of Texas at Arlington 1983 — 1988
Bachelor's Degree, Finance, General
Ameriprise Financial Services, Inc. June 1995 - Present
Clearfork Wealth Management June 1995 - Present
Education
The University of Texas at Arlington 1983 — 1988
Bachelor's Degree, Finance, General
Ann-Marie Heng Ann-Marie Heng's Ameriprise Financial Services, Inc. Experience January 2010 - August 2010
Job Credit Analyst II at Farm Credit Bank of Texas
Industry Capital Markets
Experience
Farm Credit Bank of Texas May 2013 - Present
Clear Channel Communications September 2012 - May 2013
Clear Channel Communications June 2011 - September 2012
Ameriprise Financial Services, Inc. January 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Microsoft Excel, Budgets, Financial Accounting, PowerPoint, Microsoft Word, Cash Flow, Analysis, Mergers, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Farm Credit Bank of Texas May 2013 - Present
Clear Channel Communications September 2012 - May 2013
Clear Channel Communications June 2011 - September 2012
Ameriprise Financial Services, Inc. January 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Microsoft Excel, Budgets, Financial Accounting, PowerPoint, Microsoft Word, Cash Flow, Analysis, Mergers, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Tony Boykin CRPC® Tony Boykin CRPC®'s Ameriprise Financial Services, Inc. Experience April 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2000 - Present
Education
University of Southern Mississippi 1992 — 1996
Bachelors, Psychology
Ameriprise Financial Services, Inc. April 2000 - Present
Education
University of Southern Mississippi 1992 — 1996
Bachelors, Psychology
Tracey Stalter Tracey Stalter's Ameriprise Financial Services, Inc. Experience June 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2005 - Present
Education
The University of North Dakota 1995 — 1997
Ameriprise Financial Services, Inc. June 2005 - Present
Education
The University of North Dakota 1995 — 1997
Nancy Wukasch's Ameriprise Financial Services, Inc. Experience December 2011 - December 2012
Job Masters Student Business Analytics
Industry Computer Software
Experience
VMware September 2013 - January 2015
Silvercar December 2012 - July 2013
Ameriprise Financial Services, Inc. December 2011 - December 2012
Pacific Sunwear November 2008 - April 2010
Skills
Customer Service, Salesforce.com, Microsoft Excel, Sales, Customer Satisfaction, Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Customer Support, Phone Etiquette, Outlook, CRM, VMware, Lead Development, Pre-sales, MS Excel Pivot Tables, Training, Management, Account Management
Education
The University of Texas at Arlington 2015 — 2016
Master of Science in Business Analytics, Business Analytics, 3.4
The University of Texas at Arlington 2010 — 2013
Bachelor of Science (BS), Economics, 3.387
Lutheran South Academy
VMware September 2013 - January 2015
Silvercar December 2012 - July 2013
Ameriprise Financial Services, Inc. December 2011 - December 2012
Pacific Sunwear November 2008 - April 2010
Skills
Customer Service, Salesforce.com, Microsoft Excel, Sales, Customer Satisfaction, Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Customer Support, Phone Etiquette, Outlook, CRM, VMware, Lead Development, Pre-sales, MS Excel Pivot Tables, Training, Management, Account Management
Education
The University of Texas at Arlington 2015 — 2016
Master of Science in Business Analytics, Business Analytics, 3.4
The University of Texas at Arlington 2010 — 2013
Bachelor of Science (BS), Economics, 3.387
Lutheran South Academy
Urmil Shah Urmil Shah's Ameriprise Financial Services, Inc. Experience 2005 - 2011
Job Change Strategist, Leadership Developer, Advisor
Industry Financial Services
Experience
Invesco US December 2014 - Present
Bobcat, Inc 2014 - 2014
Morgan Stanley 2011 - 2014
Ameriprise Financial Services, Inc. 2005 - 2011
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Invesco US December 2014 - Present
Bobcat, Inc 2014 - 2014
Morgan Stanley 2011 - 2014
Ameriprise Financial Services, Inc. 2005 - 2011
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Lindy Stirton's Ameriprise Financial Services, Inc. Experience 2009 - 2014
Job
Industry
Experience
Ameriprise Financial Services, Inc. 2009 - 2014
Skills
Microsoft Office, Microsoft Excel, Financial Planning, Leadership, Management, Social Media
Education
University of Minnesota-Twin Cities 1980 — 1982
Bachelor of Science (B.S.), Design, business, psychology, Degree
The University of Texas at Austin 1967 — 1970
Bachelor of Science (B.S.), Textiles, economics, psychology, Degree
Ameriprise Financial Services, Inc. 2009 - 2014
Skills
Microsoft Office, Microsoft Excel, Financial Planning, Leadership, Management, Social Media
Education
University of Minnesota-Twin Cities 1980 — 1982
Bachelor of Science (B.S.), Design, business, psychology, Degree
The University of Texas at Austin 1967 — 1970
Bachelor of Science (B.S.), Textiles, economics, psychology, Degree
Donna Chen, CRPC® Donna Chen, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2005 - October 2011
Job Managing Partner at SB Investment Group
Industry Financial Services
Experience
SB Investment Group August 2012 - Present
Sunbelt Securties, Inc. October 2011 - Present
Caphin, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. May 2005 - October 2011
Ameriprise Financial Services, Inc. September 2006 - August 2008
Skills
Retirement Planning, Estate Planning, Investments, Financial Services, Wealth, Financial Planners, Financial Advisory, Wealth Management, Insurance, Alternative Investments, Retirement, Investment Advisory, Finance, Saving for Education, Retirement Income..., Series 7, Wealth Preservation...
Education
The University of Texas at Austin
Finance, Pre-Med
The University of Texas at Austin - The Red McCombs School of Business
B.B.A., Finance
College of Financial Planning 2006 — 2007
SB Investment Group August 2012 - Present
Sunbelt Securties, Inc. October 2011 - Present
Caphin, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. May 2005 - October 2011
Ameriprise Financial Services, Inc. September 2006 - August 2008
Skills
Retirement Planning, Estate Planning, Investments, Financial Services, Wealth, Financial Planners, Financial Advisory, Wealth Management, Insurance, Alternative Investments, Retirement, Investment Advisory, Finance, Saving for Education, Retirement Income..., Series 7, Wealth Preservation...
Education
The University of Texas at Austin
Finance, Pre-Med
The University of Texas at Austin - The Red McCombs School of Business
B.B.A., Finance
College of Financial Planning 2006 — 2007
Kieu Le Kieu Le's Ameriprise Financial Services, Inc. Experience October 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2001 - Present
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Advertising/Marketing
The University of Texas at Austin
Bachelor of Science (B.S.), Communication
Ameriprise Financial Services, Inc. October 2001 - Present
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Advertising/Marketing
The University of Texas at Austin
Bachelor of Science (B.S.), Communication
Catey Hill Catey Hill's Ameriprise Financial Services, Inc. Experience January 2013 - March 2013
Job Journalist and Editor
Industry Writing and Editing
Experience
Dow Jones August 2010 - Present
Ameriprise Financial Services, Inc. January 2013 - March 2013
Worth Magazine January 2012 - February 2013
Demand Media September 2012 - 2013
LearnVest.com 2010 - 2013
Mint.com January 2012 - November 2012
Forbes.com May 2012 - September 2012
Bundle May 2012 - September 2012
Next Avenue February 2012 - September 2012
Hearst Magazines June 2010 - May 2012
Skills
Blogging, Web Content, Magazines, Editing, Copy Editing, Editorial, Journalism, Advertising, Storytelling, Newspaper, Social Networking, AP Style, Newspapers, Feature Articles, Marketing, Publishing, New Media, Content Strategy, Publications, Online Journalism, News Writing, Copywriting, Content Development, Press Releases, Content Management, Breaking News, Digital Media
Education
The University of Texas at Austin 2003 — 2005
Master of Arts, Journalism
Tulane University 1998 — 2002
Bachelor of Arts, Psychology and Business Minor
Lovett 1991 — 1998
Dow Jones August 2010 - Present
Ameriprise Financial Services, Inc. January 2013 - March 2013
Worth Magazine January 2012 - February 2013
Demand Media September 2012 - 2013
LearnVest.com 2010 - 2013
Mint.com January 2012 - November 2012
Forbes.com May 2012 - September 2012
Bundle May 2012 - September 2012
Next Avenue February 2012 - September 2012
Hearst Magazines June 2010 - May 2012
Skills
Blogging, Web Content, Magazines, Editing, Copy Editing, Editorial, Journalism, Advertising, Storytelling, Newspaper, Social Networking, AP Style, Newspapers, Feature Articles, Marketing, Publishing, New Media, Content Strategy, Publications, Online Journalism, News Writing, Copywriting, Content Development, Press Releases, Content Management, Breaking News, Digital Media
Education
The University of Texas at Austin 2003 — 2005
Master of Arts, Journalism
Tulane University 1998 — 2002
Bachelor of Arts, Psychology and Business Minor
Lovett 1991 — 1998
Kimberly Sawyer, MBA Kimberly Sawyer, MBA's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Mgr HR Business Partner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - August 2015
Norwex August 2013 - August 2015
Ameriprise Financial July 2010 - August 2014
Ameriprise Financial Services, Inc. February 2006 - July 2010
Old Cornerstone Financial September 2004 - January 2006
Southside Family Nurturing Center December 2001 - September 2004
Skills
Human Resources, Onboarding, Employee Engagement, Interviews, Performance Management, Organizational..., Leadership, Talent Management, Employee Benefits, New Hire Orientations, Management, Payroll, Strategy, Employee Relations
Education
University of St. Thomas - Opus College of Business 2003 — 2006
MBA, Human Resources
The University of North Dakota 1997 — 2001
Bachelors, Social Work
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - August 2015
Norwex August 2013 - August 2015
Ameriprise Financial July 2010 - August 2014
Ameriprise Financial Services, Inc. February 2006 - July 2010
Old Cornerstone Financial September 2004 - January 2006
Southside Family Nurturing Center December 2001 - September 2004
Skills
Human Resources, Onboarding, Employee Engagement, Interviews, Performance Management, Organizational..., Leadership, Talent Management, Employee Benefits, New Hire Orientations, Management, Payroll, Strategy, Employee Relations
Education
University of St. Thomas - Opus College of Business 2003 — 2006
MBA, Human Resources
The University of North Dakota 1997 — 2001
Bachelors, Social Work
Colin Strasburg's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Marketing Programs Coordinator at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
H&R Block December 2014 - June 2015
WOODCHUCK USA April 2014 - December 2014
Robert Half July 2013 - March 2014
Best Buy October 2012 - June 2013
The Country Club of Sioux Falls April 2006 - October 2012
Skills
Sports, Management, Social Media, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Customer Service, Teamwork, Research, Inventory Management, SEO, Finance, Market Research, Time Management, Customer Satisfaction, Recruiting, Sales, Marketing, Retail, Social Networking
Education
The University of South Dakota 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
University of Minnesota-Twin Cities 2008 — 2009
Architecture
Roosevelt High School 2004 — 2008
High School Diploma, General
Ameriprise Financial Services, Inc. July 2015 - Present
H&R Block December 2014 - June 2015
WOODCHUCK USA April 2014 - December 2014
Robert Half July 2013 - March 2014
Best Buy October 2012 - June 2013
The Country Club of Sioux Falls April 2006 - October 2012
Skills
Sports, Management, Social Media, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Customer Service, Teamwork, Research, Inventory Management, SEO, Finance, Market Research, Time Management, Customer Satisfaction, Recruiting, Sales, Marketing, Retail, Social Networking
Education
The University of South Dakota 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
University of Minnesota-Twin Cities 2008 — 2009
Architecture
Roosevelt High School 2004 — 2008
High School Diploma, General
Anastasia Bree Schweikert Anastasia Bree Schweikert's Ameriprise Financial Services, Inc. Experience January 2000 - October 2005
Job Retail Store Manager Starbucks Coffee Co.
Industry Retail
Experience
Starbucks Coffee Company June 2012 - Present
Starbucks February 2012 - June 2012
Starbucks August 2010 - February 2012
Starbucks February 2008 - August 2010
Ameriprise Financial Services, Inc. January 2000 - October 2005
Skills
Loss Prevention, Retail, Inventory Management, Customer Service, Profit, Inventory Control, Store Operations, New Store Development, Retail Sales, Business Operations, People Development, Employee Training, New Hire Training, POS, Sales, Driving Results, Training, Coffee, Multi-unit, Succession Planning, Hiring, Interviews, Leadership, New Store Openings, Time Management, P, Cashiering, Performance Management, Associate Development, Product Knowledge, Hiring Practices, Multi-Unit
Education
The University of Texas-Pan American 2001 — 2005
Bachelor of Arts (B.A.), Communication Studies
Starbucks Coffee Company June 2012 - Present
Starbucks February 2012 - June 2012
Starbucks August 2010 - February 2012
Starbucks February 2008 - August 2010
Ameriprise Financial Services, Inc. January 2000 - October 2005
Skills
Loss Prevention, Retail, Inventory Management, Customer Service, Profit, Inventory Control, Store Operations, New Store Development, Retail Sales, Business Operations, People Development, Employee Training, New Hire Training, POS, Sales, Driving Results, Training, Coffee, Multi-unit, Succession Planning, Hiring, Interviews, Leadership, New Store Openings, Time Management, P, Cashiering, Performance Management, Associate Development, Product Knowledge, Hiring Practices, Multi-Unit
Education
The University of Texas-Pan American 2001 — 2005
Bachelor of Arts (B.A.), Communication Studies
Todd Bevins, CFP®, CPA Todd Bevins, CFP®, CPA's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Keegan July 1999 - April 2012
First American Bank September 1995 - July 1999
Heritage Federal Bank July 1992 - September 1995
Larry D. Sturgill, CPA November 1990 - July 1992
United States Air Force October 1984 - April 1988
Education
The University of Virginia's College at Wise 1988 — 1990
Bachelor's degree in Business Administration, Accounting
Virginia Tech 1981 — 1983
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Keegan July 1999 - April 2012
First American Bank September 1995 - July 1999
Heritage Federal Bank July 1992 - September 1995
Larry D. Sturgill, CPA November 1990 - July 1992
United States Air Force October 1984 - April 1988
Education
The University of Virginia's College at Wise 1988 — 1990
Bachelor's degree in Business Administration, Accounting
Virginia Tech 1981 — 1983
Guy Collins, MBA, CMA Guy Collins, MBA, CMA's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Finance Systems and Processes Leader at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc. 2014 - Present
UnitedHealth Group 2010 - 2013
UnitedHealth Group 2008 - 2010
SALO 2007 - 2008
Robert Half Management Resources 2006 - 2007
Target 1997 - 2006
Pet Food Warehouse (PETCO) 1994 - 1997
Grist Mill Company (ConAgra Foods) 1990 - 1994
Skills
Process Improvement, Finance, Financial Analysis, Forecasting, Project Management, Essbase, Corporate FP&A, Large-Scale Budget &..., Financial System..., Financial Process..., P&L Modeling, P&L Forecasting, Financial & Operational..., Excel models, Budget Modeling, Analytical Models, Finance Function..., Financial Variance..., What-if Analysis, General Ledger..., PS Query, nVision, ERP Implementations, ERP Implementation..., Six Sigma, IT Financial Management, IT Cost Optimization, Microsoft Excel, Microsoft Word, PowerPoint, Supply Chain, Inventory Optimization, Financial Audits, Financial Procedures, Financial Close Process, Finance System..., Inventory Management, Shrinkage, Inventory Control, Retail, Planograms, Store Operations, Exception Based..., Shortage Control, Loss Reduction, Cost Allocation, Budget Models, Unit Costing, Cost Variance Analysis, Excel Dashboards
Education
University of Minnesota - Carlson School of Management 1994 — 1996
Master of Business Administration (MBA), Strategic Management - Process Improvement Emphasis
The University of South Dakota 1985 — 1989
Bachelor of Science (BS), Accounting
Ameriprise Financial Services, Inc. 2014 - Present
UnitedHealth Group 2010 - 2013
UnitedHealth Group 2008 - 2010
SALO 2007 - 2008
Robert Half Management Resources 2006 - 2007
Target 1997 - 2006
Pet Food Warehouse (PETCO) 1994 - 1997
Grist Mill Company (ConAgra Foods) 1990 - 1994
Skills
Process Improvement, Finance, Financial Analysis, Forecasting, Project Management, Essbase, Corporate FP&A, Large-Scale Budget &..., Financial System..., Financial Process..., P&L Modeling, P&L Forecasting, Financial & Operational..., Excel models, Budget Modeling, Analytical Models, Finance Function..., Financial Variance..., What-if Analysis, General Ledger..., PS Query, nVision, ERP Implementations, ERP Implementation..., Six Sigma, IT Financial Management, IT Cost Optimization, Microsoft Excel, Microsoft Word, PowerPoint, Supply Chain, Inventory Optimization, Financial Audits, Financial Procedures, Financial Close Process, Finance System..., Inventory Management, Shrinkage, Inventory Control, Retail, Planograms, Store Operations, Exception Based..., Shortage Control, Loss Reduction, Cost Allocation, Budget Models, Unit Costing, Cost Variance Analysis, Excel Dashboards
Education
University of Minnesota - Carlson School of Management 1994 — 1996
Master of Business Administration (MBA), Strategic Management - Process Improvement Emphasis
The University of South Dakota 1985 — 1989
Bachelor of Science (BS), Accounting
William England William England's Ameriprise Financial Services, Inc. Experience October 2013 - October 2014
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - October 2014
Ameriprise Financial Services, Inc. July 2013 - October 2014
Trinity Securities November 2007 - November 2012
Alamo Real Estate Brokers December 2003 - November 2007
US Army March 1983 - December 2003
Education
The University of Texas at San Antonio 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
University of Arkansas at Fayetteville 1981 — 1982
none, Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2013 - October 2014
Ameriprise Financial Services, Inc. July 2013 - October 2014
Trinity Securities November 2007 - November 2012
Alamo Real Estate Brokers December 2003 - November 2007
US Army March 1983 - December 2003
Education
The University of Texas at San Antonio 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
University of Arkansas at Fayetteville 1981 — 1982
none, Business Administration and Management, General
Leslie Winckler Leslie Winckler's Ameriprise Financial Services, Inc. Experience September 2007 - April 2009
Job Regional Manager at USA Fencing
Industry Sports
Experience
USA Fencing October 2014 - Present
United States Olympic Committee April 2009 - November 2014
Ameriprise Financial Services, Inc. September 2007 - April 2009
Skills
Event Planning, Event Management, Sports Industry, Sports Management, Program Development, Community Outreach, Program Management, Marketing, Sponsorship, Sports, Social Media, Public Speaking, Nonprofits, Social Networking, Marketing Communications
Education
The University of South Dakota 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
USA Fencing October 2014 - Present
United States Olympic Committee April 2009 - November 2014
Ameriprise Financial Services, Inc. September 2007 - April 2009
Skills
Event Planning, Event Management, Sports Industry, Sports Management, Program Development, Community Outreach, Program Management, Marketing, Sponsorship, Sports, Social Media, Public Speaking, Nonprofits, Social Networking, Marketing Communications
Education
The University of South Dakota 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Brendan McSherry Brendan McSherry's Ameriprise Financial Services, Inc. Experience October 2011 - April 2012
Job Ford Motor Credit Company
Industry Financial Services
Experience
Ford Motor Credit Company September 2014 - Present
United Auto Credit Corporation January 2013 - August 2014
First Tennessee Bank November 2010 - August 2012
Ameriprise Financial Services, Inc. October 2011 - April 2012
Skills
Excel, Word, PowerPoint, Data Entry, Time Management, Customer Service, Microsoft Office, Banking, Microsoft Excel, Sales, Credit Analysis, Finance, Access, Microsoft Word, Accounting, Credit
Education
The University of Tennessee at Chattanooga 2010 — 2012
Business Administration, Finance, 3.3
University of Wisconsin-Stevens Point 2008 — 2010
Pope John Paul II HS 2004 — 2008
Ford Motor Credit Company September 2014 - Present
United Auto Credit Corporation January 2013 - August 2014
First Tennessee Bank November 2010 - August 2012
Ameriprise Financial Services, Inc. October 2011 - April 2012
Skills
Excel, Word, PowerPoint, Data Entry, Time Management, Customer Service, Microsoft Office, Banking, Microsoft Excel, Sales, Credit Analysis, Finance, Access, Microsoft Word, Accounting, Credit
Education
The University of Tennessee at Chattanooga 2010 — 2012
Business Administration, Finance, 3.3
University of Wisconsin-Stevens Point 2008 — 2010
Pope John Paul II HS 2004 — 2008
Jared Pemberton's Ameriprise Financial Services, Inc. Experience January 2011 - March 2012
Job U.S. Xpress Capacity Buyer
Industry Financial Services
Experience
U.S. Xpress Logistics June 2015 - Present
First Tennessee Bank 2012 - 2013
Ameriprise Financial Services, Inc. January 2011 - March 2012
Community Trust and Bank May 2009 - August 2010
Skills
Customer Service, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Sales, Financial Analysis, Marketing, Banking, Microsoft Excel, Social Media, Time Management, Teamwork, Social Networking, Financial Services, Research
Education
The University of Tennessee at Chattanooga 2009 — 2015
Finance
U.S. Xpress Logistics June 2015 - Present
First Tennessee Bank 2012 - 2013
Ameriprise Financial Services, Inc. January 2011 - March 2012
Community Trust and Bank May 2009 - August 2010
Skills
Customer Service, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Sales, Financial Analysis, Marketing, Banking, Microsoft Excel, Social Media, Time Management, Teamwork, Social Networking, Financial Services, Research
Education
The University of Tennessee at Chattanooga 2009 — 2015
Finance
Natalie Cassell Natalie Cassell's Ameriprise Financial Services, Inc. Experience May 2012 - October 2013
Job Sourcing Coordinator at Douglas Machine
Industry Financial Services
Experience
Douglas Machine October 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - October 2013
KTI November 2011 - April 2012
Off The Wall Advertising December 2010 - May 2011
Skills
Marketing, Advertising, Customer Service, Microsoft Excel, Public Relations, Project Planning, Communicaitons, Interpersonal..., Financial Analysis, Microsoft Word, Sales&Marketing, Office Administration, Goal-driven leader, Social Media, Supply Chain, Manufacturing, Strategic Sourcing, Purchasing
Education
The University of North Dakota 2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Douglas Machine October 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - October 2013
KTI November 2011 - April 2012
Off The Wall Advertising December 2010 - May 2011
Skills
Marketing, Advertising, Customer Service, Microsoft Excel, Public Relations, Project Planning, Communicaitons, Interpersonal..., Financial Analysis, Microsoft Word, Sales&Marketing, Office Administration, Goal-driven leader, Social Media, Supply Chain, Manufacturing, Strategic Sourcing, Purchasing
Education
The University of North Dakota 2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies
George F Henry George F Henry's Ameriprise Financial Services, Inc. Experience October 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1987 - Present
Education
The University of Texas at Austin 1974 — 1979
Bachelor of Architecture (B.Arch.), Architecture
Ameriprise Financial Services, Inc. October 1987 - Present
Education
The University of Texas at Austin 1974 — 1979
Bachelor of Architecture (B.Arch.), Architecture
Bryan (Xin) Qiao Bryan (Xin) Qiao's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Sr. Actuarial Assistant at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
American National Insurance August 2009 - February 2012
University of Texas at Austin September 2008 - May 2009
Buck Consultants June 2008 - August 2008
Skills
Microsoft Office, Visual Basic, SQL, VBA, Data Analysis, Microsoft Excel, Microsoft Word, SAS, Statistics, PowerPoint, Java, Insurance, C++, Matlab, Risk Management, Access, Financial Analysis, Financial Reporting, Analysis, Project Management, Business Analysis, Teamwork, Microsoft SQL Server, Valuation
Education
The University of Texas at Austin 2005 — 2009
BS, Mathematics - Actuarial Science
Ameriprise Financial Services, Inc. February 2012 - Present
American National Insurance August 2009 - February 2012
University of Texas at Austin September 2008 - May 2009
Buck Consultants June 2008 - August 2008
Skills
Microsoft Office, Visual Basic, SQL, VBA, Data Analysis, Microsoft Excel, Microsoft Word, SAS, Statistics, PowerPoint, Java, Insurance, C++, Matlab, Risk Management, Access, Financial Analysis, Financial Reporting, Analysis, Project Management, Business Analysis, Teamwork, Microsoft SQL Server, Valuation
Education
The University of Texas at Austin 2005 — 2009
BS, Mathematics - Actuarial Science
Chidubem Amechi Chidubem Amechi's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Associate, Investment Operations
Industry Financial Services
Experience
T. Rowe Price November 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
U.S. Department of Veterans Affairs June 2014 - August 2014
Securityplus Federal Credit Union June 2013 - January 2014
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Finance, Investments, Managerial Finance, Accounting, PowerPoint, Microsoft Word, Risk Management, Customer Service, Time Management, Data Analysis, Outlook
Education
The Washington Center for Internships and Academic Seminars 2014 — 2014
Bachelor’s Degree, Veterans Affairs
Morgan State University 2010 — 2014
Bachelor's Degree, Finance, Magna cum laude
T. Rowe Price November 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
U.S. Department of Veterans Affairs June 2014 - August 2014
Securityplus Federal Credit Union June 2013 - January 2014
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Finance, Investments, Managerial Finance, Accounting, PowerPoint, Microsoft Word, Risk Management, Customer Service, Time Management, Data Analysis, Outlook
Education
The Washington Center for Internships and Academic Seminars 2014 — 2014
Bachelor’s Degree, Veterans Affairs
Morgan State University 2010 — 2014
Bachelor's Degree, Finance, Magna cum laude
Collin Daniels Collin Daniels's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Fund Accountant at Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon June 2015 - Present
Johns Hopkins Home Care Group January 2015 - August 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Life Time Fitness May 2011 - August 2012
Chick-fil-A December 2008 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Equity Research, Risk Management, Financial Forecasting, Leadership, Teamwork, Microsoft Office, Business Writing, PowerPoint, Microsoft Word, Facebook
Education
Towson University 2010 — 2015
Bachelor of Science (B.S.), Finance, General
The Bank of New York Mellon June 2015 - Present
Johns Hopkins Home Care Group January 2015 - August 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Life Time Fitness May 2011 - August 2012
Chick-fil-A December 2008 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Equity Research, Risk Management, Financial Forecasting, Leadership, Teamwork, Microsoft Office, Business Writing, PowerPoint, Microsoft Word, Facebook
Education
Towson University 2010 — 2015
Bachelor of Science (B.S.), Finance, General
Derek Fish Derek Fish's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
UBS Financial Services June 2003 - August 2013
Army National Guard January 1998 - January 2004
Education
Towson University 2000 — 2002
Bachelor's Degree, Finance
Carroll Comunity College 1997 — 2000
AA, General Studies
Ameriprise Financial Services, Inc. September 2013 - Present
UBS Financial Services June 2003 - August 2013
Army National Guard January 1998 - January 2004
Education
Towson University 2000 — 2002
Bachelor's Degree, Finance
Carroll Comunity College 1997 — 2000
AA, General Studies
Troy Nini, MBA Troy Nini, MBA's Ameriprise Financial Services, Inc. Experience 1990 - 1993
Job Chief Administrative Officer at Fort Worth Museum Science and History
Industry Nonprofit Organization Management
Experience
Fort Worth Museum Science and History 2014 - Present
TBN Consulting 2013 - Present
Source Direct 2006 - 2013
Ology 2002 - 2006
Evinsys 2001 - 2002
Jackson Rhodes 1996 - 2001
Franklin Mortgage 1995 - 1996
PepsiCo - Frito Lay 1993 - 1995
Ameriprise Financial Services, Inc. 1990 - 1993
KPMG 1988 - 1990
Skills
Executive Management, Managed Services, Strategic Planning, Financial Operations, Working Capital..., Business Analysis, Strategic Partnerships, Financial Planning and..., Professional Services, Management, Cross-functional Team..., Enterprise Software, SaaS, Leadership, Consulting, Integration, Solution Selling, Cloud Computing, Storage, IT Service Management, Vendor Management, Go-to-market Strategy, Data Center, Disaster Recovery, Operations Management, CRM, Finance, IT Strategy, IT Outsourcing, IT Management, Selling, Hardware, Service Delivery, Storage Area Networks, Technology, HP, ITIL, Virtualization, Outsourcing, Security, Enterprise Architecture, Channel Partners, Servers, Cisco Technologies, Sales, VMware, Planning Budgeting &..., Timely P&L Reporting, Financial Planning
Education
The University of Texas at Arlington 1995 — 2000
PhD, All but Dissertation, Accounting and Finance
The University of Texas at Arlington 1993 — 1995
Master of Business Administration (M.B.A.), Economics
The University of Texas at San Antonio 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Fort Worth Museum Science and History 2014 - Present
TBN Consulting 2013 - Present
Source Direct 2006 - 2013
Ology 2002 - 2006
Evinsys 2001 - 2002
Jackson Rhodes 1996 - 2001
Franklin Mortgage 1995 - 1996
PepsiCo - Frito Lay 1993 - 1995
Ameriprise Financial Services, Inc. 1990 - 1993
KPMG 1988 - 1990
Skills
Executive Management, Managed Services, Strategic Planning, Financial Operations, Working Capital..., Business Analysis, Strategic Partnerships, Financial Planning and..., Professional Services, Management, Cross-functional Team..., Enterprise Software, SaaS, Leadership, Consulting, Integration, Solution Selling, Cloud Computing, Storage, IT Service Management, Vendor Management, Go-to-market Strategy, Data Center, Disaster Recovery, Operations Management, CRM, Finance, IT Strategy, IT Outsourcing, IT Management, Selling, Hardware, Service Delivery, Storage Area Networks, Technology, HP, ITIL, Virtualization, Outsourcing, Security, Enterprise Architecture, Channel Partners, Servers, Cisco Technologies, Sales, VMware, Planning Budgeting &..., Timely P&L Reporting, Financial Planning
Education
The University of Texas at Arlington 1995 — 2000
PhD, All but Dissertation, Accounting and Finance
The University of Texas at Arlington 1993 — 1995
Master of Business Administration (M.B.A.), Economics
The University of Texas at San Antonio 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Rey Garza Rey Garza's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Bives & Associates an Ameriprise Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
Allstate Insurance October 2001 - September 2008
Activant Solutions 1998 - 2001
Education
The University of Texas at Austin 1993 — 1998
Bachelors, Economics
Weslaco High School
Ameriprise Financial Services, Inc. October 2008 - Present
Allstate Insurance October 2001 - September 2008
Activant Solutions 1998 - 2001
Education
The University of Texas at Austin 1993 — 1998
Bachelors, Economics
Weslaco High School
Sheri Gust Sheri Gust's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Optum November 2014 - May 2015
Express Scripts April 2013 - November 2014
Target November 2010 - April 2013
Ceridian January 2010 - November 2010
Wells Fargo October 2007 - December 2009
PMI Minnesota Chapter 2009 - 2009
Wells Fargo October 2004 - October 2007
Wells Fargo April 2002 - October 2004
Wells Fargo October 2000 - April 2002
Skills
Management, Business Analysis, Visio, Program Management, Leadership, Process Improvement, Project Management, Vendor Management, SharePoint, Agile Methodologies
Education
The University of North Dakota 1994 — 1998
Bachelor's degree
Ameriprise Financial Services, Inc. June 2015 - Present
Optum November 2014 - May 2015
Express Scripts April 2013 - November 2014
Target November 2010 - April 2013
Ceridian January 2010 - November 2010
Wells Fargo October 2007 - December 2009
PMI Minnesota Chapter 2009 - 2009
Wells Fargo October 2004 - October 2007
Wells Fargo April 2002 - October 2004
Wells Fargo October 2000 - April 2002
Skills
Management, Business Analysis, Visio, Program Management, Leadership, Process Improvement, Project Management, Vendor Management, SharePoint, Agile Methodologies
Education
The University of North Dakota 1994 — 1998
Bachelor's degree
Joe Testcase Joe Testcase's Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2001 - Present
KPMG 1986 - 2001
Austin Associates PA, CPAs 1983 - 1985
Education
The University of Texas at Austin 1979 — 1983
BS, Accounting
Ameriprise Financial Services, Inc. 2001 - Present
KPMG 1986 - 2001
Austin Associates PA, CPAs 1983 - 1985
Education
The University of Texas at Austin 1979 — 1983
BS, Accounting
Elda Macias, MBA Elda Macias, MBA's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Vice President, Retirement & Segment Marketing at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Ameriprise Financial October 2010 - September 2012
Ameriprise Financial Services, Inc. July 2006 - October 2010
Wells Fargo & Company November 2001 - June 2006
Wells Fargo August 1999 - November 2001
University of Minnesota, Women's Athletic Department February 1999 - August 1999
University of Texas at El Paso June 1996 - February 1999
Walt Disney World June 1994 - May 1995
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Development, Brand Awareness, Client Engagement, Client Acquisition, Client Segmentation, Social Media Marketing, Program Management, Program Implementation, Market Analysis, Market Research, Project Implementation, Business Strategy, Small Business, Business Planning, Budget Management, Cost Benefit Analysis, Budget Development, People Management, Customer Relations, Public Relations, Client Experience, Brand Messaging, Trade Shows, Trade Show Management, Recruitment Advertising, Recruitment/Retention, Marketing to Women, Hispanic Marketing, LGBT Marketing, Marketing, Sales, Social Media, Leadership, Customer Service, Budgets, Customer Acquisition, Business Development, Recruiting, Series 24, Segmentation, Strategy, Cross-functional Team..., Customer Experience, Financial Services, Competitive Analysis, Management, Public Speaking
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
The University of Texas at El Paso
BA, Communications
Ameriprise Financial Services, Inc. September 2012 - Present
Ameriprise Financial October 2010 - September 2012
Ameriprise Financial Services, Inc. July 2006 - October 2010
Wells Fargo & Company November 2001 - June 2006
Wells Fargo August 1999 - November 2001
University of Minnesota, Women's Athletic Department February 1999 - August 1999
University of Texas at El Paso June 1996 - February 1999
Walt Disney World June 1994 - May 1995
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Development, Brand Awareness, Client Engagement, Client Acquisition, Client Segmentation, Social Media Marketing, Program Management, Program Implementation, Market Analysis, Market Research, Project Implementation, Business Strategy, Small Business, Business Planning, Budget Management, Cost Benefit Analysis, Budget Development, People Management, Customer Relations, Public Relations, Client Experience, Brand Messaging, Trade Shows, Trade Show Management, Recruitment Advertising, Recruitment/Retention, Marketing to Women, Hispanic Marketing, LGBT Marketing, Marketing, Sales, Social Media, Leadership, Customer Service, Budgets, Customer Acquisition, Business Development, Recruiting, Series 24, Segmentation, Strategy, Cross-functional Team..., Customer Experience, Financial Services, Competitive Analysis, Management, Public Speaking
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
The University of Texas at El Paso
BA, Communications
Travis Powell, CFP® Travis Powell, CFP®'s Ameriprise Financial Services, Inc. Experience May 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2010 - Present
United States Marine Corps May 2006 - May 2012
Atlantic Protection Systems Corporation 2002 - 2007
Education
Virginia Polytechnic Institute and State University 2007 — 2011
Bachelors of Science, Applied Economic Management - A CFP Board Certified Program
Tidewater Community College 2004 — 2007
Associate of Science (AS), Engineering
Ameriprise Financial Services, Inc. May 2010 - Present
United States Marine Corps May 2006 - May 2012
Atlantic Protection Systems Corporation 2002 - 2007
Education
Virginia Polytechnic Institute and State University 2007 — 2011
Bachelors of Science, Applied Economic Management - A CFP Board Certified Program
Tidewater Community College 2004 — 2007
Associate of Science (AS), Engineering
Carolyn McNeirney Carolyn McNeirney's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Practice Manager | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Subcontractor May 2011 - May 2014
Fountain Green Swim Club, Inc. October 2012 - October 2014
Self-Employed September 2006 - May 2009
Clifton Gunderson LLP January 1997 - February 2006
Education
Towson University 1992 — 1996
BS, Accounting
C. Milton Wright High School
Ameriprise Financial Services, Inc. September 2014 - Present
Subcontractor May 2011 - May 2014
Fountain Green Swim Club, Inc. October 2012 - October 2014
Self-Employed September 2006 - May 2009
Clifton Gunderson LLP January 1997 - February 2006
Education
Towson University 1992 — 1996
BS, Accounting
C. Milton Wright High School
Edward Frome, CFP® Edward Frome, CFP®'s Ameriprise Financial Services, Inc. Experience April 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1996 - Present
Provident Bank December 1993 - December 1996
Education
Towson University 1993 — 1995
BS, Econ
Ameriprise Financial Services, Inc. April 1996 - Present
Provident Bank December 1993 - December 1996
Education
Towson University 1993 — 1995
BS, Econ
Joshua Joannides's Ameriprise Financial Services, Inc. Experience January 2013 - January 2014
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
The Towerlight August 2013 - June 2014
Towson University August 2013 - May 2014
Ameriprise Financial Services, Inc. January 2013 - January 2014
The Yard Barber Inc. April 2008 - August 2013
Costco Wholesale January 2013 - May 2013
Sidelines Snack Bar and Grill June 2007 - January 2009
The Yard Barber Inc. May 2005 - April 2008
Skills
Financial Analysis, Bloomberg Terminal, Operations Management, Writing, Supervisory Experience, Group Leadership, Oral & Written..., Stock Market Analysis, Bookkeeping, Spanish-speaking, Problem Solving, Discipline, Committment, Financial Accounting, Analytics, Presentations, Tutoring, Time Management, Pay Close Attention to..., Conflict Resolution, Conflict Management
Education
Towson University 2010 — 2014
Bachelor of Science, Business Administration, Accounting and Finance, 3.6 GPA
Morgan Stanley June 2014 - Present
The Towerlight August 2013 - June 2014
Towson University August 2013 - May 2014
Ameriprise Financial Services, Inc. January 2013 - January 2014
The Yard Barber Inc. April 2008 - August 2013
Costco Wholesale January 2013 - May 2013
Sidelines Snack Bar and Grill June 2007 - January 2009
The Yard Barber Inc. May 2005 - April 2008
Skills
Financial Analysis, Bloomberg Terminal, Operations Management, Writing, Supervisory Experience, Group Leadership, Oral & Written..., Stock Market Analysis, Bookkeeping, Spanish-speaking, Problem Solving, Discipline, Committment, Financial Accounting, Analytics, Presentations, Tutoring, Time Management, Pay Close Attention to..., Conflict Resolution, Conflict Management
Education
Towson University 2010 — 2014
Bachelor of Science, Business Administration, Accounting and Finance, 3.6 GPA
Jsan Homsombath Jsan Homsombath's Ameriprise Financial Services, Inc. Experience October 2013 - May 2014
Job Portfolio Accounting Specialist at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments October 2014 - Present
U.S. Bank June 2014 - September 2014
Ameriprise Financial Services, Inc. October 2013 - May 2014
Wells Fargo Home Mortgage December 2012 - July 2013
Digi-Key Corporation December 2011 - March 2012
Wells Fargo Investments November 2010 - May 2011
University of North Dakota ODNA/ResNet May 2009 - August 2010
University of North Dakota Understanding Credit Program September 2009 - May 2010
University of North Dakota Student Managed Investment Fund January 2009 - May 2010
University of North Dakota Housing August 2007 - May 2009
Skills
Portfolio Management, FX, Investments, Excel, Microsoft Office, Equity Valuation, Analysis, Equities, Public Speaking, Leadership, Accounting, Microsoft Excel, FX Options, Strategic Planning
Education
The University of North Dakota 2005 — 2010
B.B.A, Investments
Nuveen Investments October 2014 - Present
U.S. Bank June 2014 - September 2014
Ameriprise Financial Services, Inc. October 2013 - May 2014
Wells Fargo Home Mortgage December 2012 - July 2013
Digi-Key Corporation December 2011 - March 2012
Wells Fargo Investments November 2010 - May 2011
University of North Dakota ODNA/ResNet May 2009 - August 2010
University of North Dakota Understanding Credit Program September 2009 - May 2010
University of North Dakota Student Managed Investment Fund January 2009 - May 2010
University of North Dakota Housing August 2007 - May 2009
Skills
Portfolio Management, FX, Investments, Excel, Microsoft Office, Equity Valuation, Analysis, Equities, Public Speaking, Leadership, Accounting, Microsoft Excel, FX Options, Strategic Planning
Education
The University of North Dakota 2005 — 2010
B.B.A, Investments
Kate Hawkins's Ameriprise Financial Services, Inc. Experience June 2007 - August 2007
Job Associate at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group July 2013 - Present
Huron Consulting Group December 2011 - Present
Huron Consulting Group August 2009 - December 2011
Hawkins Industrial Water, Inc. May 2008 - August 2008
Ameriprise Financial Services, Inc. June 2007 - August 2007
Skills
Health Care Systems, Data Analysis, Revenue Cycle, Managed Care, Leadership, Hospitals, Healthcare Consulting, Performance Improvement, Process Improvement, Management, Management Consulting, Healthcare Information...
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Corporate Finance, Psychology
Università Commerciale 'Luigi Bocconi' 2008 — 2008
International economics study abroad and Italian language programme
Huron Consulting Group July 2013 - Present
Huron Consulting Group December 2011 - Present
Huron Consulting Group August 2009 - December 2011
Hawkins Industrial Water, Inc. May 2008 - August 2008
Ameriprise Financial Services, Inc. June 2007 - August 2007
Skills
Health Care Systems, Data Analysis, Revenue Cycle, Managed Care, Leadership, Hospitals, Healthcare Consulting, Performance Improvement, Process Improvement, Management, Management Consulting, Healthcare Information...
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Corporate Finance, Psychology
Università Commerciale 'Luigi Bocconi' 2008 — 2008
International economics study abroad and Italian language programme
Beth Estabrook Beth Estabrook's Ameriprise Financial Services, Inc. Experience June 2005 - December 2005
Job Financial Services Manager at Estabrook & Company, P.C.
Industry Financial Services
Experience
Estabrook & Company, P.C. September 2008 - Present
Young & Company, Co January 2006 - August 2008
Ameriprise Financial Services, Inc. June 2005 - December 2005
Skills
Customer Service, New Business Development, Strategic Planning, Budgets, QuickBooks, Tax, Microsoft Office, Retirement Planning, Strategic Financial..., Investments, Financial Services, Asset Management, Financial Advisory, Microsoft Excel, Financial Analysis, Sales, Team Building, Coaching, Financial Reporting, Finance, Accounting, Mutual Funds, Sales Management, Account Management, Public Speaking, Outlook, Project Management, Risk Management, Wealth Management, Real Estate, Due Diligence, PowerPoint, Asset Allocation, Financial Accounting, Marketing Strategy, Insurance, Business Planning, Management, Leadership, Portfolio Management, Microsoft Word, Small Business, Estate Planning
Education
Towson University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Estabrook & Company, P.C. September 2008 - Present
Young & Company, Co January 2006 - August 2008
Ameriprise Financial Services, Inc. June 2005 - December 2005
Skills
Customer Service, New Business Development, Strategic Planning, Budgets, QuickBooks, Tax, Microsoft Office, Retirement Planning, Strategic Financial..., Investments, Financial Services, Asset Management, Financial Advisory, Microsoft Excel, Financial Analysis, Sales, Team Building, Coaching, Financial Reporting, Finance, Accounting, Mutual Funds, Sales Management, Account Management, Public Speaking, Outlook, Project Management, Risk Management, Wealth Management, Real Estate, Due Diligence, PowerPoint, Asset Allocation, Financial Accounting, Marketing Strategy, Insurance, Business Planning, Management, Leadership, Portfolio Management, Microsoft Word, Small Business, Estate Planning
Education
Towson University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Paul Koerner, CRPC Paul Koerner, CRPC's Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job Financial Advisor of Ameriprise Financial Services, Inc. Chartered Retirement Planning Counselor
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. September 1996 - Present
Education
The University of Texas at Austin 1986 — 1990
BA, Government
Ameriprise Financial Services, Inc. September 1996 - Present
Education
The University of Texas at Austin 1986 — 1990
BA, Government
Kimberlee Blackburn Kimberlee Blackburn's Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2006 - Present
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Arts, Economics, Actuarial Mathematics, Business Management
Ameriprise Financial Services, Inc. August 2006 - Present
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Arts, Economics, Actuarial Mathematics, Business Management
Lewis Vetter, CFP® Lewis Vetter, CFP®'s Ameriprise Financial Services, Inc. Experience April 2004 - August 2005
Job Business Advisor at USAA
Industry Financial Services
Experience
USAA July 2012 - Present
USAA September 2005 - July 2012
Ameriprise Financial Services, Inc. April 2004 - August 2005
Fujitsu Network Communications November 1993 - December 2001
DSC Communications 1988 - 1993
Intratec Systems, Inc. November 1987 - October 1988
Honeywell Inc. (Communications Group) April 1982 - October 1987
Skills
Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Retirement, Insurance, Investments, Financial Advisory, Fixed Annuities, Asset Allocation, Investment Advisory, Estate Planning, Risk Management, Certified Financial..., Wealth, Finance, Business Strategy, Leadership, Management, Sales Management, Program Management, Investment Strategies, Financial Planners, Financial Services, Securities
Education
The University of Texas at San Antonio 1977 — 1980
MBA, Management
Trinity University 1969 — 1973
BS, Info & Computer Science
USAA July 2012 - Present
USAA September 2005 - July 2012
Ameriprise Financial Services, Inc. April 2004 - August 2005
Fujitsu Network Communications November 1993 - December 2001
DSC Communications 1988 - 1993
Intratec Systems, Inc. November 1987 - October 1988
Honeywell Inc. (Communications Group) April 1982 - October 1987
Skills
Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Retirement, Insurance, Investments, Financial Advisory, Fixed Annuities, Asset Allocation, Investment Advisory, Estate Planning, Risk Management, Certified Financial..., Wealth, Finance, Business Strategy, Leadership, Management, Sales Management, Program Management, Investment Strategies, Financial Planners, Financial Services, Securities
Education
The University of Texas at San Antonio 1977 — 1980
MBA, Management
Trinity University 1969 — 1973
BS, Info & Computer Science
Olzhas Shaikenov Olzhas Shaikenov's Ameriprise Financial Services, Inc. Experience May 2008 - November 2011
Job Web Developer at Outroop, Inc
Industry Information Technology and Services
Experience
Outroop, Inc March 2015 - Present
Lincoln Group, LLC May 2013 - February 2015
Suzer and Friedman, LLC May 2012 - June 2013
Ameriprise Financial Services, Inc. May 2008 - November 2011
Skills
Python, Cygwin, Git, C, Tk, Django, Ruby on Rails, SQL, SQLite, Microsoft Excel, mean.io, MongoDB, ExpressJS, AngularJS, Node.js, JavaScript, jQuery, Github, PostgreSQL, Heroku
Education
Kazakh State University 2003 — 2007
BS, Information Technology, GPA 3.7
CFA Institute
Passed Level I of the CFA Program
Thinkful
Full Stack Web Developer
Outroop, Inc March 2015 - Present
Lincoln Group, LLC May 2013 - February 2015
Suzer and Friedman, LLC May 2012 - June 2013
Ameriprise Financial Services, Inc. May 2008 - November 2011
Skills
Python, Cygwin, Git, C, Tk, Django, Ruby on Rails, SQL, SQLite, Microsoft Excel, mean.io, MongoDB, ExpressJS, AngularJS, Node.js, JavaScript, jQuery, Github, PostgreSQL, Heroku
Education
Kazakh State University 2003 — 2007
BS, Information Technology, GPA 3.7
CFA Institute
Passed Level I of the CFA Program
Thinkful
Full Stack Web Developer
Harry Sidhu, MBA Harry Sidhu, MBA's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Bank of Hawaii 2007 - 2012
Education
University of Hawaii at Manoa 2006 — 2010
Master of Business Administration (MBA), Finance, Cum Laude
The University of Texas at Dallas 1999 — 2003
Bachelor of Science (B.S.), Business, Cum Laude
Ameriprise Financial Services, Inc. 2012 - Present
Bank of Hawaii 2007 - 2012
Education
University of Hawaii at Manoa 2006 — 2010
Master of Business Administration (MBA), Finance, Cum Laude
The University of Texas at Dallas 1999 — 2003
Bachelor of Science (B.S.), Business, Cum Laude
Mason Smart Mason Smart's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Finance Major at The University of Texas at Arlington
Industry Financial Services
Experience
Goff Capital, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
GarSam May 2012 - August 2012
Texas Health Resources April 2011 - August 2011
Smashburger April 2010 - August 2010
IGF Industrial Supply May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Internet Explorer, Social Networking, Leadership, Team Leadership, Teamwork, Learning Quickly, Windows, Mac OS, Critical Thinking, Analytical Skills, Time Management, Access, Sales
Education
The University of Texas at Arlington 2010 — 2014
Bachelor's degree, Finance, General, Junior
Goff Capital, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
GarSam May 2012 - August 2012
Texas Health Resources April 2011 - August 2011
Smashburger April 2010 - August 2010
IGF Industrial Supply May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Internet Explorer, Social Networking, Leadership, Team Leadership, Teamwork, Learning Quickly, Windows, Mac OS, Critical Thinking, Analytical Skills, Time Management, Access, Sales
Education
The University of Texas at Arlington 2010 — 2014
Bachelor's degree, Finance, General, Junior
Jason Clevlen, CFP® ,CRPC® Jason Clevlen, CFP® ,CRPC®'s Ameriprise Financial Services, Inc. Experience August 2003 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2003 - Present
Education
The University of Texas at San Antonio 1998 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Ameriprise Financial Services, Inc. August 2003 - Present
Education
The University of Texas at San Antonio 1998 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Richard Tilbury Richard Tilbury's Ameriprise Financial Services, Inc. Experience May 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1999 - Present
The Elephant & Castle Group July 1988 - February 1999
Education
The University of Wolverhampton 1982 — 1984
Bachelor's degree, Business Studies
King Edward the VII Grammar School 1975 — 1982
Ameriprise Financial Services, Inc. May 1999 - Present
The Elephant & Castle Group July 1988 - February 1999
Education
The University of Wolverhampton 1982 — 1984
Bachelor's degree, Business Studies
King Edward the VII Grammar School 1975 — 1982
Barry C. Wood Barry C. Wood's Ameriprise Financial Services, Inc. Experience August 1990 - Present
Job Financial Advisor, Certified Financial Planner ™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1990 - Present
Education
The University of Texas at Austin 1973 — 1975
B.A. in Biology with a minor in Chemistry and Botany
Nasson College 1971 — 1975
Biology, Chemistry and Botany
Ameriprise Financial Services, Inc. August 1990 - Present
Education
The University of Texas at Austin 1973 — 1975
B.A. in Biology with a minor in Chemistry and Botany
Nasson College 1971 — 1975
Biology, Chemistry and Botany
Jack Burnette, CFP® Jack Burnette, CFP®'s Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch December 2002 - March 2009
ProMedCo 1995 - 2000
Caremark 1993 - 1995
KCI Medical 1986 - 1990
Education
University of Alabama 1974 — 1978
BS, Accounting
Butler High Scool 1971 — 1974
The University of Tennessee at Chattanooga
MBA, Business
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch December 2002 - March 2009
ProMedCo 1995 - 2000
Caremark 1993 - 1995
KCI Medical 1986 - 1990
Education
University of Alabama 1974 — 1978
BS, Accounting
Butler High Scool 1971 — 1974
The University of Tennessee at Chattanooga
MBA, Business
Michael Thomassen, CFP®, MBA, Masters of International Mgmt Michael Thomassen, CFP®, MBA, Masters of International Mgmt's Ameriprise Financial Services, Inc. Experience March 2009 - December 2010
Job Independent Financial Strategist
Industry Financial Services
Experience
Harley Capital Management September 2014 - Present
Van Loan School of Professional Studies at Endicott College February 2014 - Present
Wells Fargo Advisors, LLC September 2012 - September 2014
Morgan Stanley December 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2010
Merrill Lynch Global Wealth Management July 2008 - February 2009
Thomassen Global, Inc. January 1999 - June 2008
BD June 1997 - October 1998
Fidelity Investments June 1996 - February 1997
Aon/Rath & Strong Management Consultants February 1995 - June 1996
Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning
Education
Anderson Graduate School of Management at UCLA 1987 — 1989
MBA, Strategy
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German
Harley Capital Management September 2014 - Present
Van Loan School of Professional Studies at Endicott College February 2014 - Present
Wells Fargo Advisors, LLC September 2012 - September 2014
Morgan Stanley December 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2010
Merrill Lynch Global Wealth Management July 2008 - February 2009
Thomassen Global, Inc. January 1999 - June 2008
BD June 1997 - October 1998
Fidelity Investments June 1996 - February 1997
Aon/Rath & Strong Management Consultants February 1995 - June 1996
Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning
Education
Anderson Graduate School of Management at UCLA 1987 — 1989
MBA, Strategy
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German
Lara Berendt Lara Berendt's Ameriprise Financial Services, Inc. Experience August 2006 - May 2008
Job Editor | Writer | Content Strategist
Industry Writing and Editing
Experience
Self September 2015 - Present
Indeed.com May 2015 - September 2015
National Instruments August 2013 - April 2015
National Instruments August 2012 - July 2013
Austin American-Statesman October 2011 - August 2012
The Texas Observer August 2011 - October 2011
ChinaInFocus.net May 2011 - June 2011
The Daily Texan September 2009 - February 2011
Ameriprise Financial Services, Inc. August 2006 - May 2008
Lincoln Financial Advisors January 2005 - June 2006
Skills
Editing, Writing, AP Style, Web Content, Chicago Style, Journalism, Content Strategy, Project Management, HTML, CSS, Copy Editing, Web Design, Digital Photography, Web Marketing, Web Content Management, Social Media Marketing, Publishing, WordPress, SEO, Content Management, Marketing, Online Marketing
Education
The University of Texas at Austin 2009 — 2011
Bachelor's, Multimedia Journalism, GPA 4.0
Self September 2015 - Present
Indeed.com May 2015 - September 2015
National Instruments August 2013 - April 2015
National Instruments August 2012 - July 2013
Austin American-Statesman October 2011 - August 2012
The Texas Observer August 2011 - October 2011
ChinaInFocus.net May 2011 - June 2011
The Daily Texan September 2009 - February 2011
Ameriprise Financial Services, Inc. August 2006 - May 2008
Lincoln Financial Advisors January 2005 - June 2006
Skills
Editing, Writing, AP Style, Web Content, Chicago Style, Journalism, Content Strategy, Project Management, HTML, CSS, Copy Editing, Web Design, Digital Photography, Web Marketing, Web Content Management, Social Media Marketing, Publishing, WordPress, SEO, Content Management, Marketing, Online Marketing
Education
The University of Texas at Austin 2009 — 2011
Bachelor's, Multimedia Journalism, GPA 4.0
Joshua Little's Ameriprise Financial Services, Inc. Experience January 2011 - August 2013
Job Assistant Manager
Industry Banking
Experience
Regions Bank February 2015 - Present
Regions Bank September 2013 - February 2015
Ameriprise Financial Services, Inc. January 2011 - August 2013
Skills
Investments, Banking, Stocks, Asset Management, Fixed Annuities, Financial Services, Mortgage Lending, Estate Planning, Loans, Strategic Financial..., Investment Advisory, Financial Planning, Equities, Team Leadership, Financial Analysis, Retirement, Financial Advisory, Wealth Management
Education
The University of Tennessee at Chattanooga 2008 — 2012
Bachelor of Science, Business: Finance
Regions Bank February 2015 - Present
Regions Bank September 2013 - February 2015
Ameriprise Financial Services, Inc. January 2011 - August 2013
Skills
Investments, Banking, Stocks, Asset Management, Fixed Annuities, Financial Services, Mortgage Lending, Estate Planning, Loans, Strategic Financial..., Investment Advisory, Financial Planning, Equities, Team Leadership, Financial Analysis, Retirement, Financial Advisory, Wealth Management
Education
The University of Tennessee at Chattanooga 2008 — 2012
Bachelor of Science, Business: Finance
Nichole Subola Nichole Subola's Ameriprise Financial Services, Inc. Experience
Job Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.
Skills
Leadership, Employee Engagement, Change Management, Process Improvement, Financial Services, Vendor Management, Risk Management, Mutual Funds, Investments, Business Analysis, Series 63, Insurance
Education
The University of South Dakota 1984 — 1990
BA, English
Ameriprise Financial Services, Inc.
Skills
Leadership, Employee Engagement, Change Management, Process Improvement, Financial Services, Vendor Management, Risk Management, Mutual Funds, Investments, Business Analysis, Series 63, Insurance
Education
The University of South Dakota 1984 — 1990
BA, English
Matt Avramis Matt Avramis's Ameriprise Financial Services, Inc. Experience March 2010 - March 2012
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource Life Insurance Company (Ameriprise Financial) March 2014 - Present
RiverSource Life Insurance Company (Ameriprise Financial) March 2012 - March 2014
Ameriprise Financial Services, Inc. March 2010 - March 2012
Westwood Sports August 2009 - March 2010
Education
The University of North Dakota 2004 — 2009
Bachelor of Business Administration (B.B.A.), Investments
The University of North Dakota 2004 — 2009
Bachelor of Business Administration (B.B.A.), Managerial Finance and Corporate Accounting
RiverSource Life Insurance Company (Ameriprise Financial) March 2014 - Present
RiverSource Life Insurance Company (Ameriprise Financial) March 2012 - March 2014
Ameriprise Financial Services, Inc. March 2010 - March 2012
Westwood Sports August 2009 - March 2010
Education
The University of North Dakota 2004 — 2009
Bachelor of Business Administration (B.B.A.), Investments
The University of North Dakota 2004 — 2009
Bachelor of Business Administration (B.B.A.), Managerial Finance and Corporate Accounting
Diane (Housley) Peters Diane (Housley) Peters's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Financial Advisor at with Ameriprise Financial Services, Inc. CFP®, AAMS®, JD & Diane K Peters Law Office
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Housley Peters Law Office June 2014 - Present
Investment Professionals, Inc. March 2012 - May 2014
Edward Jones March 2008 - March 2012
Diane Housley Law Office January 2000 - March 2008
Law Office of Kathleen F Cook July 1994 - December 1999
Education
Thomas M. Cooley Law School 1991 — 1994
Doctor of Law (JD), Law
Western Michigan University
Ameriprise Financial Services, Inc. May 2014 - Present
Housley Peters Law Office June 2014 - Present
Investment Professionals, Inc. March 2012 - May 2014
Edward Jones March 2008 - March 2012
Diane Housley Law Office January 2000 - March 2008
Law Office of Kathleen F Cook July 1994 - December 1999
Education
Thomas M. Cooley Law School 1991 — 1994
Doctor of Law (JD), Law
Western Michigan University
Sam Castillo Sam Castillo's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Personal Assistant/ Contractor at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
University of Texas May 2014 - July 2014
Downs Stanford, P.C. December 2013 - January 2014
Pioneer Natural Resources Company June 2012 - August 2012
YMCA June 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Sales, Project Planning, Project Management, Event Management, Public Relations, Marketing, Management, Social Media Marketing, Team Building, Business Development, Account Management, Financial Analysis, Analysis, Communication, Marketing Strategy
Education
The University of Texas at Austin 2012 — 2016
Geographic Information Science and Cartography
Woodrow Wilson High School
Ameriprise Financial Services, Inc. July 2014 - Present
University of Texas May 2014 - July 2014
Downs Stanford, P.C. December 2013 - January 2014
Pioneer Natural Resources Company June 2012 - August 2012
YMCA June 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Sales, Project Planning, Project Management, Event Management, Public Relations, Marketing, Management, Social Media Marketing, Team Building, Business Development, Account Management, Financial Analysis, Analysis, Communication, Marketing Strategy
Education
The University of Texas at Austin 2012 — 2016
Geographic Information Science and Cartography
Woodrow Wilson High School
Jeff Kenny Jeff Kenny's Ameriprise Financial Services, Inc. Experience May 2002 - May 2009
Job President at Architectural Fabrication, Inc.
Industry Construction
Experience
Architectural Fabrication, Inc. February 2010 - Present
JPMorgan Chase June 2009 - February 2010
Ameriprise Financial Services, Inc. May 2002 - May 2009
Skills
Management, Contract Management, Budgets, Construction, Construction Management, Strategic Financial..., Contract Negotiation, Process Scheduler, Value Engineering
Education
The University of Texas at Arlington 1998 — 2002
Bachelor's degree, Finance, General
Architectural Fabrication, Inc. February 2010 - Present
JPMorgan Chase June 2009 - February 2010
Ameriprise Financial Services, Inc. May 2002 - May 2009
Skills
Management, Contract Management, Budgets, Construction, Construction Management, Strategic Financial..., Contract Negotiation, Process Scheduler, Value Engineering
Education
The University of Texas at Arlington 1998 — 2002
Bachelor's degree, Finance, General
Annette Watkins Annette Watkins's Ameriprise Financial Services, Inc. Experience September 2010 - July 2012
Job Financial Advisor
Industry Financial Services
Experience
Spectrum Financial Group July 2012 - April 2015
Ameriprise Financial Services, Inc. September 2010 - July 2012
J.P. Morgan 2004 - 2010
Skills
Retirement, Insurance, Estate Planning, Financial Services, Fixed Annuities, Small Business
Education
The University of Texas at Austin 1991 — 1993
BA, Economics
Spectrum Financial Group July 2012 - April 2015
Ameriprise Financial Services, Inc. September 2010 - July 2012
J.P. Morgan 2004 - 2010
Skills
Retirement, Insurance, Estate Planning, Financial Services, Fixed Annuities, Small Business
Education
The University of Texas at Austin 1991 — 1993
BA, Economics
Roland Henry Roland Henry's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - May 2015
Education
The University of South Dakota 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - May 2015
Education
The University of South Dakota 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
J.W. Thomas II, CRPC®, AWMA®, AAMS®, CMFC® J.W. Thomas II, CRPC®, AWMA®, AAMS®, CMFC®'s Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Towson University 1995 — 1999
B.S., Business Administration, Finance
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Towson University 1995 — 1999
B.S., Business Administration, Finance
Peter Anderson, CRPC® Peter Anderson, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2012 - May 2014
Job Regional Sales Associate at GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. July 2012 - May 2014
Target October 1999 - June 2012
Skills
Finance, Customer Service, Alternative Investments, Insurance, Investments, Retirement Planning, Strategic Financial..., Inventory Management, Leadership, Sales, Store Management, Time Management, Wealth Management
Education
The University of North Dakota 1999 — 2002
Bachelor of Science, Commercial Aviation
GWG Holdings, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. July 2012 - May 2014
Target October 1999 - June 2012
Skills
Finance, Customer Service, Alternative Investments, Insurance, Investments, Retirement Planning, Strategic Financial..., Inventory Management, Leadership, Sales, Store Management, Time Management, Wealth Management
Education
The University of North Dakota 1999 — 2002
Bachelor of Science, Commercial Aviation
Kasey Chapin Kasey Chapin's Ameriprise Financial Services, Inc. Experience 2008 - 2010
Job Financial Advisor, Certified Financial Planner™ at Raymond James Located @ Reliabank Dakota
Industry Investment Management
Experience
Raymond James Financial Services, Inc. 2010 - Present
Ameriprise Financial Services, Inc. 2008 - 2010
Skills
Certified Financial..., Simple IRA, Bloomberg, Wealth Accumulation..., Securities, Financial Modeling, SEP IRA, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Insurance, Fixed Annuities, Investment Strategies, Investment Advisory
Education
The University of South Dakota 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Raymond James Financial Services, Inc. 2010 - Present
Ameriprise Financial Services, Inc. 2008 - 2010
Skills
Certified Financial..., Simple IRA, Bloomberg, Wealth Accumulation..., Securities, Financial Modeling, SEP IRA, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Insurance, Fixed Annuities, Investment Strategies, Investment Advisory
Education
The University of South Dakota 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Amber Almeida's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Region Director of Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial February 2010 - March 2015
Ameriprise Financial Services, Inc. March 2008 - February 2010
Ameriprise Financial March 2008 - March 2009
Grimley Financial February 2007 - March 2008
Ameriprise Financial Services, Inc. November 2005 - January 2007
Skills
Business Development, Customer Service, Financial Advisory, Investments, Leadership, Marketing, Recruiting, Retirement Planning, Wealth Management
Education
Towson University 2001 — 2005
Bachelors, Business, Finance Concentration
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial February 2010 - March 2015
Ameriprise Financial Services, Inc. March 2008 - February 2010
Ameriprise Financial March 2008 - March 2009
Grimley Financial February 2007 - March 2008
Ameriprise Financial Services, Inc. November 2005 - January 2007
Skills
Business Development, Customer Service, Financial Advisory, Investments, Leadership, Marketing, Recruiting, Retirement Planning, Wealth Management
Education
Towson University 2001 — 2005
Bachelors, Business, Finance Concentration
John Ramzy, Ph.D., CFP® John Ramzy, Ph.D., CFP®'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Southwest Securities / Ramzy Financial Group November 2005 - January 2012
Smith Barney August 1995 - November 2005
Skills
Retirement Income..., Investments, Family Finances
Education
The University of Texas at Austin 2005 — 2010
Certified Financial Planner TM, Financial Planning
The University of Texas at Austin 1980 — 1984
Ph.D., Business
University of Wisconsin-Madison 1976 — 1977
M.S., Business - Real Estate
University of Alaska Anchorage 1973 — 1976
B.A., Business
Ameriprise Financial Services, Inc. January 2012 - Present
Southwest Securities / Ramzy Financial Group November 2005 - January 2012
Smith Barney August 1995 - November 2005
Skills
Retirement Income..., Investments, Family Finances
Education
The University of Texas at Austin 2005 — 2010
Certified Financial Planner TM, Financial Planning
The University of Texas at Austin 1980 — 1984
Ph.D., Business
University of Wisconsin-Madison 1976 — 1977
M.S., Business - Real Estate
University of Alaska Anchorage 1973 — 1976
B.A., Business
Andrew Rubenstein Andrew Rubenstein's Ameriprise Financial Services, Inc. Experience June 2013 - June 2013
Job Student at The University of Texas at Austin
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - August 2015
Legacy Asset Management May 2013 - August 2013
Ameriprise Financial Services, Inc. June 2013 - June 2013
Legacy Asset Management May 2012 - August 2012
Three Brothers Bakery May 2012 - June 2012
Skills
Microsoft Excel, Equity Research, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Operating Budgets, Leadership, Public Speaking, Social Media, Financial Analysis, Finance, Financial Modeling, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Energy Finance Track
The Kinkaid School 2005 — 2012
UBS Investment Bank June 2015 - August 2015
Legacy Asset Management May 2013 - August 2013
Ameriprise Financial Services, Inc. June 2013 - June 2013
Legacy Asset Management May 2012 - August 2012
Three Brothers Bakery May 2012 - June 2012
Skills
Microsoft Excel, Equity Research, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Operating Budgets, Leadership, Public Speaking, Social Media, Financial Analysis, Finance, Financial Modeling, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Energy Finance Track
The Kinkaid School 2005 — 2012
Michael 'Mickey' Johnson, CFP®, CRPC® Michael 'Mickey' Johnson, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2001 - Present
Education
The University of Texas at Austin 1995 — 2001
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. 2001 - Present
Education
The University of Texas at Austin 1995 — 2001
Bachelor of Arts, Economics
Deborah Federick, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2000 - Present
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Social Work
Ameriprise Financial Services, Inc. January 2000 - Present
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Social Work
Jennifer Elliott, CFP®'s Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL an Ameriprise Platinum Financial Services Practice®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2000 - Present
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Business Administration
Ecole supérieure de Commerce de Paris 1998 — 1998
Ameriprise Financial Services, Inc. June 2000 - Present
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Business Administration
Ecole supérieure de Commerce de Paris 1998 — 1998
Melissa (Malm) Yue Melissa (Malm) Yue's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Staff Auditor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Parnell & Associates March 2012 - May 2013
Wells Fargo Advisors December 2011 - April 2012
Wells Fargo Institutional Retirement & Trust May 2011 - November 2011
Skills
Retirement Planning, Securities, Wealth Management, Investments, Investment Strategies, Auditing, Management
Education
The University of North Dakota
Bachelor of Business and Administration, Finance
The University of North Dakota
Ameriprise Financial Services, Inc. May 2013 - Present
Parnell & Associates March 2012 - May 2013
Wells Fargo Advisors December 2011 - April 2012
Wells Fargo Institutional Retirement & Trust May 2011 - November 2011
Skills
Retirement Planning, Securities, Wealth Management, Investments, Investment Strategies, Auditing, Management
Education
The University of North Dakota
Bachelor of Business and Administration, Finance
The University of North Dakota
Nisha Domalapalli Nisha Domalapalli's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Senior Specialist Investor Relations at JCPenney
Industry Financial Services
Experience
jcpenney August 2014 - Present
jcpenney October 2013 - Present
JCPenney June 2012 - October 2013
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Strategy, Investments, Portfolio Management, Asset Managment, Finance, Accounting, Analysis, Marketing, Asset Management, Asset Allocation, CRM, Research, Strategic Financial..., Equities, Financial Analysis
Education
The University of Texas at Dallas 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2008 — 2012
Bachelor's, Finance
jcpenney August 2014 - Present
jcpenney October 2013 - Present
JCPenney June 2012 - October 2013
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Strategy, Investments, Portfolio Management, Asset Managment, Finance, Accounting, Analysis, Marketing, Asset Management, Asset Allocation, CRM, Research, Strategic Financial..., Equities, Financial Analysis
Education
The University of Texas at Dallas 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2008 — 2012
Bachelor's, Finance
Brandon Yendrey Brandon Yendrey's Ameriprise Financial Services, Inc. Experience 2007 - 2007
Job Accounting & Finance
Industry Government Administration
Experience
Region III Education Service Center 2007 - Present
Ameriprise Financial Services, Inc. 2007 - 2007
Valero Energy Corporation 2006 - 2006
Skills
Cost Accounting, General Ledger, General Office..., General Administrative..., General Office Skills, Purchasing, Purchasing Processes, Purchase Requisitions, Purchase Contracts, Account Management, Accounting, Account Reconciliation, Financial Accounting, Direct Sales, Sales, Personal Finance, Financial Services, Finance, Management, Program Management, Operations Management, ISO, Iso 9000, Federal Grant Management, Procurement, Government Procurement, Procurement Contracts, Maintenance Management, Preventive Maintenance, Building Maintenance, Contract Negotiation, Contract Management, Government Contracting, Contractor Management, Accounts Payable, Purchase Orders
Education
The University of Texas at San Antonio 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
Victoria College 2000 — 2002
Associate of Science (AS), General Studies
Region III Education Service Center 2007 - Present
Ameriprise Financial Services, Inc. 2007 - 2007
Valero Energy Corporation 2006 - 2006
Skills
Cost Accounting, General Ledger, General Office..., General Administrative..., General Office Skills, Purchasing, Purchasing Processes, Purchase Requisitions, Purchase Contracts, Account Management, Accounting, Account Reconciliation, Financial Accounting, Direct Sales, Sales, Personal Finance, Financial Services, Finance, Management, Program Management, Operations Management, ISO, Iso 9000, Federal Grant Management, Procurement, Government Procurement, Procurement Contracts, Maintenance Management, Preventive Maintenance, Building Maintenance, Contract Negotiation, Contract Management, Government Contracting, Contractor Management, Accounts Payable, Purchase Orders
Education
The University of Texas at San Antonio 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
Victoria College 2000 — 2002
Associate of Science (AS), General Studies
Atiya Ahsan Atiya Ahsan's Ameriprise Financial Services, Inc. Experience April 2000 - October 2001
Job Wealth Management Trust Review Specialist at U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2013 - Present
Abbot Downing June 2012 - June 2013
Lowry Hill December 2005 - June 2012
Wells Fargo October 2001 - December 2005
Ameriprise Financial Services, Inc. April 2000 - October 2001
Ameriprise Financial Services, Inc. April 1999 - April 2000
Ameriprise Financial Services, Inc. August 1997 - April 1999
Skills
Investments, Wealth Management, Estate Planning, High Net Worth...
Education
University of Nebraska College of Law 1990 — 1993
Juris Doctor, Law
University of Nebraska-Lincoln 1988 — 1990
Graduate Study, Economics
The University of South Dakota 1983 — 1988
Bachelor of Science in Business Administration, Economics
U.S. Bank June 2013 - Present
Abbot Downing June 2012 - June 2013
Lowry Hill December 2005 - June 2012
Wells Fargo October 2001 - December 2005
Ameriprise Financial Services, Inc. April 2000 - October 2001
Ameriprise Financial Services, Inc. April 1999 - April 2000
Ameriprise Financial Services, Inc. August 1997 - April 1999
Skills
Investments, Wealth Management, Estate Planning, High Net Worth...
Education
University of Nebraska College of Law 1990 — 1993
Juris Doctor, Law
University of Nebraska-Lincoln 1988 — 1990
Graduate Study, Economics
The University of South Dakota 1983 — 1988
Bachelor of Science in Business Administration, Economics
Evan Anderson, CFP®'s Ameriprise Financial Services, Inc. Experience March 2006 - February 2007
Job Transition Consultant at National Financial Partners
Industry Financial Services
Experience
National Financial Partners March 2014 - Present
Charles Schwab May 2013 - February 2014
USAA April 2007 - May 2013
Ameriprise Financial Services, Inc. March 2006 - February 2007
Skills
Financial Analysis, Certified Financial..., Certified Wealth..., Accredited Asset..., Certified Retirement..., Wealth, Retirement Planning, Wealth Management..., Strategic Financial..., Series 7, Asset Allocation, Finance, Wealth Management, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement, Series 63, Series 65, Financial Planning, Investments, Securities, Uniform Combined State...
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
University of North Texas 2001 — 2002
National Financial Partners March 2014 - Present
Charles Schwab May 2013 - February 2014
USAA April 2007 - May 2013
Ameriprise Financial Services, Inc. March 2006 - February 2007
Skills
Financial Analysis, Certified Financial..., Certified Wealth..., Accredited Asset..., Certified Retirement..., Wealth, Retirement Planning, Wealth Management..., Strategic Financial..., Series 7, Asset Allocation, Finance, Wealth Management, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement, Series 63, Series 65, Financial Planning, Investments, Securities, Uniform Combined State...
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
University of North Texas 2001 — 2002
Andrew Rothman Andrew Rothman's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Financial Analyst at Transworld Systems
Industry Financial Services
Experience
Transworld Systems February 2015 - Present
First Allied Securities, Inc. August 2014 - September 2014
Rothman Securities, Inc. August 2011 - August 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Financial Reporting, Financial Planning, Microsoft Word, Data Entry, CRM, Financial Services, Leadership, Microsoft Office, PowerPoint, Management
Education
Towson University 2007 — 2011
Bachelor of Science (BS), Business Administration, Finance
Transworld Systems February 2015 - Present
First Allied Securities, Inc. August 2014 - September 2014
Rothman Securities, Inc. August 2011 - August 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Financial Reporting, Financial Planning, Microsoft Word, Data Entry, CRM, Financial Services, Leadership, Microsoft Office, PowerPoint, Management
Education
Towson University 2007 — 2011
Bachelor of Science (BS), Business Administration, Finance
Phillip Buckner Phillip Buckner's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job RVP, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Fidelity Investments June 2004 - July 2009
Fidelity Investments February 2000 - June 2004
Skills
Wealth Management, Series 7, Retirement, Series 63, 401k, Financial Services, Mutual Funds, Securities, Investments
Education
University of Southern Mississippi 1989 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2009 - Present
Fidelity Investments June 2004 - July 2009
Fidelity Investments February 2000 - June 2004
Skills
Wealth Management, Series 7, Retirement, Series 63, 401k, Financial Services, Mutual Funds, Securities, Investments
Education
University of Southern Mississippi 1989 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Shannon Spiewak Shannon Spiewak's Ameriprise Financial Services, Inc. Experience 1999 - 2001
Job Assistant Vice President, Aon Hewitt
Industry Insurance
Experience
Aon Hewitt March 2001 - Present
Ameriprise Financial Services, Inc. 1999 - 2001
Education
The University of North Dakota 1994 — 2000
The University of North Dakota 1994 — 1998
Bachelor of Business Administration, Finance
Aon Hewitt March 2001 - Present
Ameriprise Financial Services, Inc. 1999 - 2001
Education
The University of North Dakota 1994 — 2000
The University of North Dakota 1994 — 1998
Bachelor of Business Administration, Finance
Joseph Yue 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
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
MaryJo Wilson MaryJo Wilson's Ameriprise Financial Services, Inc. Experience 1997 - 1999
Job Sole Proprietor at MJ Wilson Properties
Industry Real Estate
Experience
MJ Wilson Properties June 2014 - Present
WC & AN Miller Realtors, a Long & Foster Company January 2001 - January 2013
Ameriprise Financial Services, Inc. 1997 - 1999
MJM Properties February 1977 - May 1994
The Brother's Realtors October 1974 - February 1977
Skills
Property, Selling, Sales, Relocation, Referrals, Buyers, Buyer Representation, Condos, Single Family Homes, New Home Sales, Small Business
Education
The University of Texas at Austin 1966 — 1970
BA, Psychology
MJ Wilson Properties June 2014 - Present
WC & AN Miller Realtors, a Long & Foster Company January 2001 - January 2013
Ameriprise Financial Services, Inc. 1997 - 1999
MJM Properties February 1977 - May 1994
The Brother's Realtors October 1974 - February 1977
Skills
Property, Selling, Sales, Relocation, Referrals, Buyers, Buyer Representation, Condos, Single Family Homes, New Home Sales, Small Business
Education
The University of Texas at Austin 1966 — 1970
BA, Psychology
Jay Perkins Jay Perkins's Ameriprise Financial Services, Inc. Experience July 2007 - July 2009
Job Managing Partner at IL Ventures, LLC
Industry Computer Software
Experience
IL Ventures, LLC March 2012 - Present
BigCommerce July 2012 - February 2014
Clevlen, Marino & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. July 2009 - July 2012
Ameriprise Financial Services, Inc. July 2007 - July 2009
Skills
Asset Management, Analysis, Entrepreneurship, Strategy, Series 7, Sales Process, E-commerce Consulting, E-commerce, Software Solution Sales, SaaS, Sales, Small Business, Salesforce.com, Start-ups, Finance, CRM, Analytics, Direct Sales, Strategic Partnerships, Business Planning, Business Analysis, Business Strategy, Networking, Lead Generation, Account Management, Sales Operations, New Business Development, Marketing, Solution Selling, Customer Acquisition
Education
The University of Texas at Austin 2004 — 2007
Bachelor of Arts (B.A.), Government
IL Ventures, LLC March 2012 - Present
BigCommerce July 2012 - February 2014
Clevlen, Marino & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. July 2009 - July 2012
Ameriprise Financial Services, Inc. July 2007 - July 2009
Skills
Asset Management, Analysis, Entrepreneurship, Strategy, Series 7, Sales Process, E-commerce Consulting, E-commerce, Software Solution Sales, SaaS, Sales, Small Business, Salesforce.com, Start-ups, Finance, CRM, Analytics, Direct Sales, Strategic Partnerships, Business Planning, Business Analysis, Business Strategy, Networking, Lead Generation, Account Management, Sales Operations, New Business Development, Marketing, Solution Selling, Customer Acquisition
Education
The University of Texas at Austin 2004 — 2007
Bachelor of Arts (B.A.), Government
Binh Chau, PMP Binh Chau, PMP's Ameriprise Financial Services, Inc. Experience November 2004 - April 2006
Job Sr. Product Manager at Idera Software
Industry Information Technology and Services
Experience
Idera Software April 2015 - Present
American Express March 2010 - March 2015
Diamond Management and Technology Consultants June 2006 - April 2009
Ameriprise Financial Services, Inc. November 2004 - April 2006
American Express November 2002 - November 2004
Capital One August 1999 - November 2002
Skills
IT Strategy, Business Analysis, Project Management, Software Development, SDLC, Business Intelligence, Process Improvement, Business Process..., Enterprise Architecture, Program Management, Requirements Analysis, PMO, Vendor Management, Integration, Business Architecture, Product Development, User Experience, Agile, Agile Application..., Mobile User Experience, Risk Management, Enterprise Software, Leadership, Cross-functional Team...
Education
The University of Texas at Austin 1995 — 1999
BBA, Management Information Systems
Idera Software April 2015 - Present
American Express March 2010 - March 2015
Diamond Management and Technology Consultants June 2006 - April 2009
Ameriprise Financial Services, Inc. November 2004 - April 2006
American Express November 2002 - November 2004
Capital One August 1999 - November 2002
Skills
IT Strategy, Business Analysis, Project Management, Software Development, SDLC, Business Intelligence, Process Improvement, Business Process..., Enterprise Architecture, Program Management, Requirements Analysis, PMO, Vendor Management, Integration, Business Architecture, Product Development, User Experience, Agile, Agile Application..., Mobile User Experience, Risk Management, Enterprise Software, Leadership, Cross-functional Team...
Education
The University of Texas at Austin 1995 — 1999
BBA, Management Information Systems
Carolyn Chachere Carolyn Chachere's Ameriprise Financial Services, Inc. Experience June 2010 - August 2010
Job Associate at Fizer, Beck, Webster, Bentley & Scroggins, PC
Industry Law Practice
Experience
Fizer, Beck, Webster, Bentley & Scroggins, PC September 2014 - Present
Fizer, Beck, Webster, Bentley & Scroggins PC August 2013 - September 2013
Andrews Kurth LLP July 2013 - August 2013
Locke Lord LLP May 2013 - June 2013
McCombs School of Business September 2011 - May 2013
DiNovo Price Ellwanger & Hardy LLP July 2012 - August 2012
DiNovo Price Ellwanger & Hardy LLP September 2010 - August 2011
Ameriprise Financial Services, Inc. June 2010 - August 2010
Skills
Legal Research, Legal Writing, Litigation, Lexis, Spanish, Government
Education
The University of Texas School of Law 2011 — 2014
Doctor of Law (JD), with Honors
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Fizer, Beck, Webster, Bentley & Scroggins, PC September 2014 - Present
Fizer, Beck, Webster, Bentley & Scroggins PC August 2013 - September 2013
Andrews Kurth LLP July 2013 - August 2013
Locke Lord LLP May 2013 - June 2013
McCombs School of Business September 2011 - May 2013
DiNovo Price Ellwanger & Hardy LLP July 2012 - August 2012
DiNovo Price Ellwanger & Hardy LLP September 2010 - August 2011
Ameriprise Financial Services, Inc. June 2010 - August 2010
Skills
Legal Research, Legal Writing, Litigation, Lexis, Spanish, Government
Education
The University of Texas School of Law 2011 — 2014
Doctor of Law (JD), with Honors
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Tara Joslin's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Audit Manager Risk & Control Services at Ameriprise Financial
Industry Accounting
Experience
Ameriprise Financial April 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - Present
Lawson Software April 2010 - July 2011
Cross Telecom March 2007 - March 2010
Thomson Reuters 2004 - 2007
American Public Media / Minnesota Pubic Radio 2001 - 2004
Robert Half Finance & Accounting 2000 - 2001
Gateway April 1998 - March 2000
Skills
Variance Analysis, Accounting, Financial Analysis, Finance, Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Business Analysis
Education
The University of South Dakota 1992 — 1997
BSBA, Accounting
Watertown High School
Diploma
Ameriprise Financial April 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - Present
Lawson Software April 2010 - July 2011
Cross Telecom March 2007 - March 2010
Thomson Reuters 2004 - 2007
American Public Media / Minnesota Pubic Radio 2001 - 2004
Robert Half Finance & Accounting 2000 - 2001
Gateway April 1998 - March 2000
Skills
Variance Analysis, Accounting, Financial Analysis, Finance, Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Business Analysis
Education
The University of South Dakota 1992 — 1997
BSBA, Accounting
Watertown High School
Diploma
Ryan Macomb's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Vice President Application Development at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - Present
Skills
SDLC, Application Development, Solution Architecture, SOA, CMMI, Software Development, IT Strategy, Enterprise Architecture, PMO, Project Portfolio..., Requirements Gathering, Software Project..., Vendor Management
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1999
BBA
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - Present
Skills
SDLC, Application Development, Solution Architecture, SOA, CMMI, Software Development, IT Strategy, Enterprise Architecture, PMO, Project Portfolio..., Requirements Gathering, Software Project..., Vendor Management
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1999
BBA
Stacey Olson's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job VP Planning, Administration & PMO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - January 2014
Ameriprise Financial July 2010 - September 2012
Ameriprise Financial November 2006 - June 2010
Ameriprise Financial March 2004 - November 2006
Achieve Healthcare Technologies November 1998 - March 2004
Skills
Business Analysis, Software Project..., Vendor Management, SDLC, Process Improvement, Project Management, Program Management, Requirements Gathering, Financial Services, Requirements Analysis, Change Management, Business Requirements, Cross-functional Team..., Visio, Integration, Product Management, Leadership, Business Strategy, IT Strategy, Project Portfolio..., Project Planning, PMO, Business Process..., Business Process, CRM, Business Transformation, Business Intelligence, Consulting, Strategy, Outsourcing
Education
The University of North Dakota 1994 — 1998
Bachelor of Science (BS), Psychology
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - January 2014
Ameriprise Financial July 2010 - September 2012
Ameriprise Financial November 2006 - June 2010
Ameriprise Financial March 2004 - November 2006
Achieve Healthcare Technologies November 1998 - March 2004
Skills
Business Analysis, Software Project..., Vendor Management, SDLC, Process Improvement, Project Management, Program Management, Requirements Gathering, Financial Services, Requirements Analysis, Change Management, Business Requirements, Cross-functional Team..., Visio, Integration, Product Management, Leadership, Business Strategy, IT Strategy, Project Portfolio..., Project Planning, PMO, Business Process..., Business Process, CRM, Business Transformation, Business Intelligence, Consulting, Strategy, Outsourcing
Education
The University of North Dakota 1994 — 1998
Bachelor of Science (BS), Psychology
Ryan Riedesel's Ameriprise Financial Services, Inc. Experience 2007 - 2007
Job DevOps Consultant at UnitedHealth Group (Optum)
Industry Information Technology and Services
Experience
UnitedHealth Group (Optum) August 2015 - Present
Riedesel Consulting Inc. July 2005 - Present
Qumu Corporation February 2014 - August 2015
Velocity Technology Solutions January 2012 - December 2013
St. Jude Medical August 2010 - December 2011
UnitedHealth Group December 2009 - July 2010
Boston Scientific September 2008 - December 2009
Carlson April 2008 - August 2008
BAE Systems 2007 - 2008
Ameriprise Financial Services, Inc. 2007 - 2007
Skills
Unix, Software Documentation, Enterprise Architecture, Integration, SDLC, Process Improvement, IT Strategy, Requirements Analysis, Analysis, Program Management, Project Management, Requirements Gathering, Business Intelligence, Business Process..., Visio, SAN, Linux System..., Virtualization, Linux KVM, Unix Shell Scripting, RAID, Ethernet, Red Hat Linux, Solaris, Shell Scripting, RedHat, Cfengine, NFS, Puppet, RHEL, Cloud Computing, Linux, Disaster Recovery, Consulting, Business Analysis, Cross-functional Team..., Troubleshooting, Testing, IT Management, Management, Vendor Management, Data Center, ITIL, Solution Architecture
Education
The University of North Dakota 1992 — 1999
BS, Mechanical Engineering
UnitedHealth Group (Optum) August 2015 - Present
Riedesel Consulting Inc. July 2005 - Present
Qumu Corporation February 2014 - August 2015
Velocity Technology Solutions January 2012 - December 2013
St. Jude Medical August 2010 - December 2011
UnitedHealth Group December 2009 - July 2010
Boston Scientific September 2008 - December 2009
Carlson April 2008 - August 2008
BAE Systems 2007 - 2008
Ameriprise Financial Services, Inc. 2007 - 2007
Skills
Unix, Software Documentation, Enterprise Architecture, Integration, SDLC, Process Improvement, IT Strategy, Requirements Analysis, Analysis, Program Management, Project Management, Requirements Gathering, Business Intelligence, Business Process..., Visio, SAN, Linux System..., Virtualization, Linux KVM, Unix Shell Scripting, RAID, Ethernet, Red Hat Linux, Solaris, Shell Scripting, RedHat, Cfengine, NFS, Puppet, RHEL, Cloud Computing, Linux, Disaster Recovery, Consulting, Business Analysis, Cross-functional Team..., Troubleshooting, Testing, IT Management, Management, Vendor Management, Data Center, ITIL, Solution Architecture
Education
The University of North Dakota 1992 — 1999
BS, Mechanical Engineering
Steven Knapp, CFP'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
Education
University of Cincinnati 1986 — 1988
Master of Education (M.Ed.), School Psychology
Thomas More College 1974 — 1978
Bachelor of Arts (B.A.), Psychology, graduated cum laude
Ameriprise Financial Services, Inc. October 1995 - Present
Education
University of Cincinnati 1986 — 1988
Master of Education (M.Ed.), School Psychology
Thomas More College 1974 — 1978
Bachelor of Arts (B.A.), Psychology, graduated cum laude
Shannon Johnshoy's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Berger Financial Group, Inc. September 2001 - May 2014
Ameriprise Financial June 2000 - September 2001
Skills
Series 7, Strategic Financial..., Retirement Planning, Investment Advisory, Retirement, Securities, Financial Analysis, Mutual Funds, Fixed Annuities, Asset Allocation, Wealth Management, Investments
Education
The University of South Dakota 1994 — 1998
Bachelor, Business Administration and Finance
Lincoln Senior High School 1991 — 1994
High School
Ameriprise Financial Services, Inc. May 2014 - Present
Berger Financial Group, Inc. September 2001 - May 2014
Ameriprise Financial June 2000 - September 2001
Skills
Series 7, Strategic Financial..., Retirement Planning, Investment Advisory, Retirement, Securities, Financial Analysis, Mutual Funds, Fixed Annuities, Asset Allocation, Wealth Management, Investments
Education
The University of South Dakota 1994 — 1998
Bachelor, Business Administration and Finance
Lincoln Senior High School 1991 — 1994
High School
Scott Ward, CRM's Ameriprise Financial Services, Inc. Experience June 2006 - June 2012
Job Information Governance; Records & Information Management
Industry Information Technology and Services
Experience
Caterpillar Inc. September 2012 - Present
Ameriprise Financial Services, Inc. June 2006 - June 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Wells Fargo Bank 2004 - 2006
MIRM February 2002 - May 2004
SEI 1991 - 1993
St. John's River Power Park 1989 - 1991
Skills
Litigation Support, Public Speaking, Records Management, Information Management, Compliance, Metadata Standards, Document Management, Taxonomy Development, Business Analysis, Risk Management, Document Imaging, Vendor Management, Team Leadership, EDRMS, Taxonomy, Governance, Management, Program Management, Leadership, CRM, Knowledge Management, Enterprise Content..., Content Management, Professional Services, Enterprise Software, Records, Analysis, Project Management, Policy
Education
The University of North Dakota 1980 — 1985
Bachelor of Arts (B.A.), Cultural Anthropology
Caterpillar Inc. September 2012 - Present
Ameriprise Financial Services, Inc. June 2006 - June 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Wells Fargo Bank 2004 - 2006
MIRM February 2002 - May 2004
SEI 1991 - 1993
St. John's River Power Park 1989 - 1991
Skills
Litigation Support, Public Speaking, Records Management, Information Management, Compliance, Metadata Standards, Document Management, Taxonomy Development, Business Analysis, Risk Management, Document Imaging, Vendor Management, Team Leadership, EDRMS, Taxonomy, Governance, Management, Program Management, Leadership, CRM, Knowledge Management, Enterprise Content..., Content Management, Professional Services, Enterprise Software, Records, Analysis, Project Management, Policy
Education
The University of North Dakota 1980 — 1985
Bachelor of Arts (B.A.), Cultural Anthropology
Greg Gabbert's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Solutions Architect, Advice & Wealth Management at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - April 2013
Ameriprise Financial Services, Inc. April 2011 - February 2012
Gabbert.IT, Inc. June 2009 - April 2011
Wells Fargo February 2009 - June 2009
Midwest Dealer Services May 2008 - May 2009
Karlsson Consulting Group April 1998 - May 2009
Fair Isaac July 2008 - January 2009
Karlsson Consulting Group 2004 - 2008
Ameriprise Financial 2004 - 2008
Education
Towson University 1979 — 1982
BA, Business Administration & History
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - April 2013
Ameriprise Financial Services, Inc. April 2011 - February 2012
Gabbert.IT, Inc. June 2009 - April 2011
Wells Fargo February 2009 - June 2009
Midwest Dealer Services May 2008 - May 2009
Karlsson Consulting Group April 1998 - May 2009
Fair Isaac July 2008 - January 2009
Karlsson Consulting Group 2004 - 2008
Ameriprise Financial 2004 - 2008
Education
Towson University 1979 — 1982
BA, Business Administration & History
John A. Williams, CFP®'s Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. 8310 Capital of TX Hwy, Ste. 360, Austin, TX 78731
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration (BBA), Engineering Route to Business (ERB)
Ameriprise Financial Services, Inc. 2002 - Present
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration (BBA), Engineering Route to Business (ERB)
Avery Spector's Ameriprise Financial Services, Inc. Experience June 2007 - April 2008
Job Regional Manager, BCHIS
Industry Hospital & Health Care
Experience
Hearing Health USA May 2015 - Present
Total Hearing Care January 2009 - April 2015
BNY Mellon Wealth Management May 2008 - December 2008
Ameriprise Financial Services, Inc. June 2007 - April 2008
The Cliffs @ Valhalla Indoor Climbing and Fitness June 2005 - August 2005
Skills
Microsoft Office, Excel, Sycle, ESCM, NOAH Software, PowerPoint, Public Speaking, Office Management, Data Analysis, Research, Microsoft Excel, Healthcare, Leadership, Team Building, Sales, Social Media, Business Development, Communication, Community Outreach, Customer Service, Hearing Aid Dispensing, Management, Marketing, Patient Education, Patient Outcomes, Patient Satisfaction, Quality Patient Care
Education
Vassar College 2003 — 2007
BA, Economics
The University of Queensland 2006 — 2006
Hearing Health USA May 2015 - Present
Total Hearing Care January 2009 - April 2015
BNY Mellon Wealth Management May 2008 - December 2008
Ameriprise Financial Services, Inc. June 2007 - April 2008
The Cliffs @ Valhalla Indoor Climbing and Fitness June 2005 - August 2005
Skills
Microsoft Office, Excel, Sycle, ESCM, NOAH Software, PowerPoint, Public Speaking, Office Management, Data Analysis, Research, Microsoft Excel, Healthcare, Leadership, Team Building, Sales, Social Media, Business Development, Communication, Community Outreach, Customer Service, Hearing Aid Dispensing, Management, Marketing, Patient Education, Patient Outcomes, Patient Satisfaction, Quality Patient Care
Education
Vassar College 2003 — 2007
BA, Economics
The University of Queensland 2006 — 2006
Erich Dischert's Ameriprise Financial Services, Inc. Experience October 2003 - December 2005
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
PNC Investments December 2005 - June 2015
Ameriprise Financial Services, Inc. October 2003 - December 2005
BP Products North America Inc. 1998 - 2003
Education
Towson University 2000 — 2003
BS, Economics
Raymond James Financial, Inc. June 2015 - Present
PNC Investments December 2005 - June 2015
Ameriprise Financial Services, Inc. October 2003 - December 2005
BP Products North America Inc. 1998 - 2003
Education
Towson University 2000 — 2003
BS, Economics
Adam Auten's Ameriprise Financial Services, Inc. Experience 2003 - 2004
Job Director of Finance and Administration at Shade Structures, Inc.
Industry Construction
Experience
Shade Structures, Inc. January 2014 - Present
USA Shade and Fabric Structures September 2008 - January 2014
Trinity Fiduciary Partners 2004 - 2008
Ameriprise Financial Services, Inc. 2003 - 2004
XTO Energy May 1991 - May 2003
Skills
Budgets, Forecasting, Cash Flow, Strategic Financial..., Accounting, Project Management, Microsoft Excel, Operations Management, Project Planning, Strategic Planning, Cost Accounting, Financial Analysis, Strategy, Risk Management, Analysis, Business Development, Management, Leadership, Financial Modeling, Finance, Mergers & Acquisitions, Contract Negotiation, Executive Management, Business Planning, Process Improvement, Financial Reporting, Cash Management, Pricing, Business Analysis, P&L Management, Business Strategy, Contract Management, Team Building, Financial Planning
Education
The University of Texas at Arlington 1993 — 1997
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
Shade Structures, Inc. January 2014 - Present
USA Shade and Fabric Structures September 2008 - January 2014
Trinity Fiduciary Partners 2004 - 2008
Ameriprise Financial Services, Inc. 2003 - 2004
XTO Energy May 1991 - May 2003
Skills
Budgets, Forecasting, Cash Flow, Strategic Financial..., Accounting, Project Management, Microsoft Excel, Operations Management, Project Planning, Strategic Planning, Cost Accounting, Financial Analysis, Strategy, Risk Management, Analysis, Business Development, Management, Leadership, Financial Modeling, Finance, Mergers & Acquisitions, Contract Negotiation, Executive Management, Business Planning, Process Improvement, Financial Reporting, Cash Management, Pricing, Business Analysis, P&L Management, Business Strategy, Contract Management, Team Building, Financial Planning
Education
The University of Texas at Arlington 1993 — 1997
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
David R Baker's Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2003 - Present
Gap Inc. January 2000 - October 2003
Mayflower Transit January 1991 - January 2000
Education
Towson University 1986 — 1991
Bachelor of Business Administration (BBA), Marketing and Financial Advice
Towson University 1986 — 1991
Bachelor of Science (B.S.), Marketing and Financial Advice
Ameriprise Financial Services, Inc. October 2003 - Present
Gap Inc. January 2000 - October 2003
Mayflower Transit January 1991 - January 2000
Education
Towson University 1986 — 1991
Bachelor of Business Administration (BBA), Marketing and Financial Advice
Towson University 1986 — 1991
Bachelor of Science (B.S.), Marketing and Financial Advice
Rachael Duwart, PHR's Ameriprise Financial Services, Inc. Experience March 2006 - October 2010
Job Project Coordinator at APTMetrics, Inc.
Industry Human Resources
Experience
APTMetrics February 2011 - Present
Ameriprise Financial Services, Inc. March 2006 - October 2010
Bank of America May 2004 - August 2005
Fleet Bank November 2000 - April 2004
Skills
Talent Management, Training, Recruiting, Performance Management, Employee Engagement, HR Consulting
Education
University of New Hampshire 1991 — 1995
BA, Social Work
The University of Queensland 1994 — 1994
Bachelor's degree work, Liberal Arts and Sciences/Liberal Studies
APTMetrics February 2011 - Present
Ameriprise Financial Services, Inc. March 2006 - October 2010
Bank of America May 2004 - August 2005
Fleet Bank November 2000 - April 2004
Skills
Talent Management, Training, Recruiting, Performance Management, Employee Engagement, HR Consulting
Education
University of New Hampshire 1991 — 1995
BA, Social Work
The University of Queensland 1994 — 1994
Bachelor's degree work, Liberal Arts and Sciences/Liberal Studies
Katie Dushkin's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job Director of Transportation Projects at GrantWorks, Inc.
Industry Government Relations
Experience
GrantWorks, Inc. May 2015 - Present
GrantWorks, Inc. January 2015 - Present
GrantWorks, Inc. September 2014 - Present
GrantWorks, Inc. January 2010 - September 2014
GrantWorks, Inc. June 2009 - January 2010
Ameriprise Financial Services, Inc. 2008 - 2009
Skills
Government, Project Planning, Microsoft Office, Data Analysis, Public Speaking, Strategic Planning, Community Outreach, Community Development, Project Management, Finance, Research, Public Relations, PowerPoint, Nonprofits, Access, Policy
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Marketing
GrantWorks, Inc. May 2015 - Present
GrantWorks, Inc. January 2015 - Present
GrantWorks, Inc. September 2014 - Present
GrantWorks, Inc. January 2010 - September 2014
GrantWorks, Inc. June 2009 - January 2010
Ameriprise Financial Services, Inc. 2008 - 2009
Skills
Government, Project Planning, Microsoft Office, Data Analysis, Public Speaking, Strategic Planning, Community Outreach, Community Development, Project Management, Finance, Research, Public Relations, PowerPoint, Nonprofits, Access, Policy
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Marketing
Keith Drymond's Ameriprise Financial Services, Inc. Experience August 2007 - November 2009
Job Senior Compliance Analyst at ING
Industry Financial Services
Experience
Voya Financial March 2013 - Present
American General Life Companies April 2010 - March 2013
Ameriprise Financial Services, Inc. August 2007 - November 2009
IMS Securities, Inc. 2004 - 2007
ETRADE Professional 1999 - 2003
Momentum Securities, Inc. 1997 - 1998
Skills
FINRA, Series 7, Securities, Series 63, Risk Management, Life Insurance, Wealth Management, AML, Investments, Investment Advisory, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Series 24
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Finance
Voya Financial March 2013 - Present
American General Life Companies April 2010 - March 2013
Ameriprise Financial Services, Inc. August 2007 - November 2009
IMS Securities, Inc. 2004 - 2007
ETRADE Professional 1999 - 2003
Momentum Securities, Inc. 1997 - 1998
Skills
FINRA, Series 7, Securities, Series 63, Risk Management, Life Insurance, Wealth Management, AML, Investments, Investment Advisory, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Series 24
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Finance
Douglas Sunday, CMFC®, ChFC®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2005 - Present
American Express Financial Advisors December 1998 - October 2005
CIGNA Financial Advisors 1995 - 1999
Education
Towson University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2005 - Present
American Express Financial Advisors December 1998 - October 2005
CIGNA Financial Advisors 1995 - 1999
Education
Towson University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Will Sterling's Ameriprise Financial Services, Inc. Experience June 2001 - January 2010
Job Financial Advisor, Assistant Vice President at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2010 - Present
Ameriprise Financial Services, Inc. June 2001 - January 2010
Ameriprise 2002 - 2009
Education
Towson University 1997 — 2001
B.S., Economics & Finance
PNC Investments January 2010 - Present
Ameriprise Financial Services, Inc. June 2001 - January 2010
Ameriprise 2002 - 2009
Education
Towson University 1997 — 2001
B.S., Economics & Finance
Jim Stotz's Ameriprise Financial Services, Inc. Experience August 1986 - Present
Job Lead Programmer/Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1986 - Present
American Express Financial Advisors February 1991 - February 1999
IDS Financial Services August 1986 - February 1991
Skills
Project Management, Mainframe, SDLC, Programming, Business Analysis, COBOL, Requirements Gathering, Business Intelligence, Data Analysis, Databases, SharePoint, Visio, Requirements Analysis, Testing, Process Analysis, Strategic Planning, Project Planning, Technical Support, Technical Leadership, Project Coordination, Applications..., Process Improvement, Requirement..., Business Requirements, Business Solutions..., IT Solutions, Delivering Solutions, Software Engineering, Software Development, Software Installation, Team Management, Team Building, Staff Development, Staff Management, Technical Staff..., Training Delivery, Employee Training, System Requirements, Installation Testing, User Acceptance Testing, Workflow Diagrams, Data Mining, SAS
Education
The University of South Dakota 1980 — 1986
Bachelor of Science (B.S.), Computer Science
Ameriprise Financial Services, Inc. August 1986 - Present
American Express Financial Advisors February 1991 - February 1999
IDS Financial Services August 1986 - February 1991
Skills
Project Management, Mainframe, SDLC, Programming, Business Analysis, COBOL, Requirements Gathering, Business Intelligence, Data Analysis, Databases, SharePoint, Visio, Requirements Analysis, Testing, Process Analysis, Strategic Planning, Project Planning, Technical Support, Technical Leadership, Project Coordination, Applications..., Process Improvement, Requirement..., Business Requirements, Business Solutions..., IT Solutions, Delivering Solutions, Software Engineering, Software Development, Software Installation, Team Management, Team Building, Staff Development, Staff Management, Technical Staff..., Training Delivery, Employee Training, System Requirements, Installation Testing, User Acceptance Testing, Workflow Diagrams, Data Mining, SAS
Education
The University of South Dakota 1980 — 1986
Bachelor of Science (B.S.), Computer Science
Rod Prior's Ameriprise Financial Services, Inc. Experience December 2005 - Present
Job Director, Security at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2005 - Present
American Express February 2000 - December 2005
American Express Financial Advisors June 1996 - February 2000
Skills
Corporate Security, Protection, Physical Security, Security Management, Workplace Violence, Security Audits, Executive Protection, Risk Assessment, Security Operations, Background Checks, Private Investigations, Asset Protection, Security, Crisis Management, Investigation, Surveillance, Security Awareness, Loss Prevention, Internal Investigations, Vulnerability Assessment, Homeland Security
Education
Thunderbird School of Global Management 2002 — 2002
Global Leadership Certificate, Organizational Leadership
University of Phoenix 2000 — 2002
MBA, Business
University of Minnesota-Twin Cities 1988 — 1993
BA, Sociology: Law, Criminology & Deviance
Ameriprise Financial Services, Inc. December 2005 - Present
American Express February 2000 - December 2005
American Express Financial Advisors June 1996 - February 2000
Skills
Corporate Security, Protection, Physical Security, Security Management, Workplace Violence, Security Audits, Executive Protection, Risk Assessment, Security Operations, Background Checks, Private Investigations, Asset Protection, Security, Crisis Management, Investigation, Surveillance, Security Awareness, Loss Prevention, Internal Investigations, Vulnerability Assessment, Homeland Security
Education
Thunderbird School of Global Management 2002 — 2002
Global Leadership Certificate, Organizational Leadership
University of Phoenix 2000 — 2002
MBA, Business
University of Minnesota-Twin Cities 1988 — 1993
BA, Sociology: Law, Criminology & Deviance
Nicholas Cunningham's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Compliance Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Cunningham Law P.L.L.C. October 2013 - November 2014
University of St. Thomas Bankruptcy Clinics August 2012 - May 2013
Federal District Court Judge Donovan Frank September 2011 - May 2013
Two Harbors Investment Corp. January 2013 - April 2013
Minnesota Tax Court June 2012 - August 2012
Thomson Reuters July 2011 - June 2012
University of Minnesota May 2011 - August 2011
Capella University March 2010 - August 2010
Disabilities, Injuries & Law November 2008 - March 2010
Skills
Westlaw, Legal Research, Legal Writing, Estate Planning, Tax Law, Corporate Governance..., Bankruptcy, Corporate Law, Contract Negotiation, Contract Law, CCH, Checkpoint, Mineral Rights, Lexis, Editing
Education
University of St. Thomas School of Law 2010 — 2013
Doctor of Law (J.D.), cum laude
The University of South Dakota 2001 — 2005
Bachelor's degree, Psychology
Ameriprise Financial Services, Inc. November 2014 - Present
Cunningham Law P.L.L.C. October 2013 - November 2014
University of St. Thomas Bankruptcy Clinics August 2012 - May 2013
Federal District Court Judge Donovan Frank September 2011 - May 2013
Two Harbors Investment Corp. January 2013 - April 2013
Minnesota Tax Court June 2012 - August 2012
Thomson Reuters July 2011 - June 2012
University of Minnesota May 2011 - August 2011
Capella University March 2010 - August 2010
Disabilities, Injuries & Law November 2008 - March 2010
Skills
Westlaw, Legal Research, Legal Writing, Estate Planning, Tax Law, Corporate Governance..., Bankruptcy, Corporate Law, Contract Negotiation, Contract Law, CCH, Checkpoint, Mineral Rights, Lexis, Editing
Education
University of St. Thomas School of Law 2010 — 2013
Doctor of Law (J.D.), cum laude
The University of South Dakota 2001 — 2005
Bachelor's degree, Psychology
Ysenia Rhodes's Ameriprise Financial Services, Inc. Experience May 2008 - January 2010
Job Analyst
Industry Financial Services
Experience
SALI Fund Services November 2010 - Present
Ameriprise Financial Services, Inc. May 2008 - January 2010
Skills
Hedge Funds, Investments, Insurance Dedicated..., Insurance Dedicated..., Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Spanish, Management, Marketing, PowerPoint, Analysis, Equities, Asset Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Finance
SALI Fund Services November 2010 - Present
Ameriprise Financial Services, Inc. May 2008 - January 2010
Skills
Hedge Funds, Investments, Insurance Dedicated..., Insurance Dedicated..., Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Spanish, Management, Marketing, PowerPoint, Analysis, Equities, Asset Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Randy Fritz's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Vice President Enterprise Services Lead Financial Office at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Thomson Reuters July 2013 - Present
Thomson Reuters April 2012 - June 2013
Thomson Reuters August 2007 - March 2012
Thomson Reuters April 2004 - July 2007
Thomson Reuters April 1999 - March 2004
The Schwan Food Company November 1996 - March 1999
The Schwan Food Company April 1991 - October 1996
The Schwan Food Company August 1989 - April 1991
Air National Guard August 1984 - August 1990
Skills
Financial Analysis, Business Analysis, Forecasting, Process Improvement, Financial Modeling, SAP, Financial Reporting, Project Management, Change Management, Accounting
Education
The University of South Dakota 1981 — 1984
Bachelor of Science (BS), Accounting
Ameriprise Financial Services, Inc. May 2015 - Present
Thomson Reuters July 2013 - Present
Thomson Reuters April 2012 - June 2013
Thomson Reuters August 2007 - March 2012
Thomson Reuters April 2004 - July 2007
Thomson Reuters April 1999 - March 2004
The Schwan Food Company November 1996 - March 1999
The Schwan Food Company April 1991 - October 1996
The Schwan Food Company August 1989 - April 1991
Air National Guard August 1984 - August 1990
Skills
Financial Analysis, Business Analysis, Forecasting, Process Improvement, Financial Modeling, SAP, Financial Reporting, Project Management, Change Management, Accounting
Education
The University of South Dakota 1981 — 1984
Bachelor of Science (BS), Accounting
Kellie Stevens's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Client Relations Manager at Ameriprise Financial Services, Inc.
Industry Publishing
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Balfour Publishing August 2007 - May 2015
Aetna, Inc. December 1994 - November 1998
Skills
Direct Sales, Public Speaking, Customer Service, Account Management, Advertising
Education
The University of Texas at Austin
Bachelor of Science (BS), Advertising
Ameriprise Financial Services, Inc. May 2015 - Present
Balfour Publishing August 2007 - May 2015
Aetna, Inc. December 1994 - November 1998
Skills
Direct Sales, Public Speaking, Customer Service, Account Management, Advertising
Education
The University of Texas at Austin
Bachelor of Science (BS), Advertising
Don Taflin's Ameriprise Financial Services, Inc. Experience October 2007 - August 2013
Job Truck Driver at Roehl Transportation
Industry Transportation/Trucking/Railroad
Experience
Roehl Transport April 2015 - Present
USAA June 2014 - March 2015
Liberty Mutual Insurance August 2013 - April 2014
Ameriprise Financial Services, Inc. October 2007 - August 2013
Skills
Series 7, Strategic Financial..., Retirement Planning, Mutual Funds
Education
Wayland Baptist University
The University of Texas at San Antonio
Roehl Transport April 2015 - Present
USAA June 2014 - March 2015
Liberty Mutual Insurance August 2013 - April 2014
Ameriprise Financial Services, Inc. October 2007 - August 2013
Skills
Series 7, Strategic Financial..., Retirement Planning, Mutual Funds
Education
Wayland Baptist University
The University of Texas at San Antonio
Scott A. Osborne's Ameriprise Financial Services, Inc. Experience February 2011 - February 2013
Job Wealth Strategy Associate at UBS
Industry Banking
Experience
UBS October 2014 - Present
East Bend Baptist Church November 2009 - Present
Union Savings Bank February 2013 - October 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Union Savings Bank February 2009 - February 2011
Morgan Stanley January 2007 - November 2007
United States Marine Corps August 1994 - January 2001
Education
Union University 2014 — 2015
Completing a MCS Degree, Christian Studies
Thomas More College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UBS October 2014 - Present
East Bend Baptist Church November 2009 - Present
Union Savings Bank February 2013 - October 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Union Savings Bank February 2009 - February 2011
Morgan Stanley January 2007 - November 2007
United States Marine Corps August 1994 - January 2001
Education
Union University 2014 — 2015
Completing a MCS Degree, Christian Studies
Thomas More College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Paul Jeyaraj's Ameriprise Financial Services, Inc. Experience January 2006 - Present
Job Senior BSA at Ameriprise Financial Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. January 2006 - Present
Education
Thiagarajar College of Engineering 2001 — 2005
Bachelor of Information Technology, Information Technology
Kodiakanal International School 1997 — 2001
K-12
Ameriprise Financial Services, Inc. January 2006 - Present
Education
Thiagarajar College of Engineering 2001 — 2005
Bachelor of Information Technology, Information Technology
Kodiakanal International School 1997 — 2001
K-12
Matthew Rothchild's Ameriprise Financial Services, Inc. Experience May 2006 - January 2013
Job Compliance Officer at EFS Advisors
Industry Financial Services
Experience
EFS Advisors January 2013 - Present
Ameriprise Financial Services, Inc. May 2006 - January 2013
Tena Companies February 2005 - February 2006
Century Circuits 2004 - 2005
Skills
Investments, FINRA, Series 7, Alternative Investments, Securities, Mutual Funds, Financial Analysis, Process Improvement, Analysis, Customer Service, Financial Services, Compliance, Securities compliance, Equities, Series 24, Public Speaking, Asset Management, Customer Relations, Business Analysis, Operations Management, Series 53
Education
The University of North Dakota 2000 — 2004
Bachelor of Business Administration (B.B.A.), Economics, Finance, Management
EFS Advisors January 2013 - Present
Ameriprise Financial Services, Inc. May 2006 - January 2013
Tena Companies February 2005 - February 2006
Century Circuits 2004 - 2005
Skills
Investments, FINRA, Series 7, Alternative Investments, Securities, Mutual Funds, Financial Analysis, Process Improvement, Analysis, Customer Service, Financial Services, Compliance, Securities compliance, Equities, Series 24, Public Speaking, Asset Management, Customer Relations, Business Analysis, Operations Management, Series 53
Education
The University of North Dakota 2000 — 2004
Bachelor of Business Administration (B.B.A.), Economics, Finance, Management
Amber Sekula's Ameriprise Financial Services, Inc. Experience August 2011 - December 2012
Job Vice President at Falls City National Bank
Industry Banking
Experience
Falls City National Bank January 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2012
NuStar Energy Corporation June 2006 - July 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Tax, General Ledger, Auditing, Financial Accounting, Account Reconciliation, SAP, Microsoft Office, Budgets, Forecasting
Education
The University of Texas at San Antonio 2003 — 2007
BBA Finance, Finance, Construction Management
Falls City National Bank January 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2012
NuStar Energy Corporation June 2006 - July 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Tax, General Ledger, Auditing, Financial Accounting, Account Reconciliation, SAP, Microsoft Office, Budgets, Forecasting
Education
The University of Texas at San Antonio 2003 — 2007
BBA Finance, Finance, Construction Management
Travis Carleton, CPA's Ameriprise Financial Services, Inc. Experience January 2003 - May 2003
Job Financial Analyst at Randolph Brooks Federal Credit Union
Industry Accounting
Experience
Randolph Brooks Federal Credit Union December 2014 - Present
Randolph Brooks Federal Credit Union November 2013 - December 2014
Fisher, Herbst & Kemble, P.C. September 2012 - November 2013
Independent & AIG American General October 2003 - December 2006
Ameriprise Financial Services, Inc. January 2003 - May 2003
Skills
GENERAL ACCOUNTING..., FINANCIAL ADVISING, FINANCIAL ANALYSIS, CLIENT PROSPECTING &..., RECORDS & DATABASE..., CLIENT & PUBLIC..., Financial Analysis, Internal Audit, Finance, Internal Controls
Education
The University of Texas at Austin 2000 — 2003
Bachelor of Business Administration (BBA), Finance
Texas Lutheran University 2009 — 2010
Accounting
Universtity of Texas Continuing Education 2003 — 2005
Financial Planning Certificate
Randolph Brooks Federal Credit Union December 2014 - Present
Randolph Brooks Federal Credit Union November 2013 - December 2014
Fisher, Herbst & Kemble, P.C. September 2012 - November 2013
Independent & AIG American General October 2003 - December 2006
Ameriprise Financial Services, Inc. January 2003 - May 2003
Skills
GENERAL ACCOUNTING..., FINANCIAL ADVISING, FINANCIAL ANALYSIS, CLIENT PROSPECTING &..., RECORDS & DATABASE..., CLIENT & PUBLIC..., Financial Analysis, Internal Audit, Finance, Internal Controls
Education
The University of Texas at Austin 2000 — 2003
Bachelor of Business Administration (BBA), Finance
Texas Lutheran University 2009 — 2010
Accounting
Universtity of Texas Continuing Education 2003 — 2005
Financial Planning Certificate
Tamika Hines's Ameriprise Financial Services, Inc. Experience July 2007 - June 2009
Job Physician Business Manager
Industry Hospital & Health Care
Experience
WellMed Medical Management February 2014 - Present
United Health Group February 2010 - February 2014
XL Health June 2009 - February 2010
Ameriprise Financial Services, Inc. July 2007 - June 2009
Skills
Excellent..., Cross-platform..., Complaint Management, Quality Auditing, Financial Analysis, Financial Reporting, Trend Analysis, Cash Flow Forecasting, Personal Budgeting, Customer Service, Finance, Management, Problem Solving, Salesforce.com
Education
The University of Texas at San Antonio 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
WellMed Medical Management February 2014 - Present
United Health Group February 2010 - February 2014
XL Health June 2009 - February 2010
Ameriprise Financial Services, Inc. July 2007 - June 2009
Skills
Excellent..., Cross-platform..., Complaint Management, Quality Auditing, Financial Analysis, Financial Reporting, Trend Analysis, Cash Flow Forecasting, Personal Budgeting, Customer Service, Finance, Management, Problem Solving, Salesforce.com
Education
The University of Texas at San Antonio 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Eric Townsend's Ameriprise Financial Services, Inc. Experience October 2011 - September 2012
Job
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Accredited Investors Inc. September 2012 - May 2013
Ameriprise Financial Services, Inc. October 2011 - September 2012
JPMorgan Chase March 2010 - April 2011
Bank of America June 2005 - March 2010
Skills
Wealth Management, Relationship Management, Private Banking, Mortgage Lending, Investment Advisory, Strategic Planning, Research, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Banking, Investments, Strategic Financial..., Risk Management, Financial Modeling
Education
The University of Texas at Dallas 1991 — 1993
Bachelors of Science, Economics and Finance
Merrill Lynch August 2013 - Present
Accredited Investors Inc. September 2012 - May 2013
Ameriprise Financial Services, Inc. October 2011 - September 2012
JPMorgan Chase March 2010 - April 2011
Bank of America June 2005 - March 2010
Skills
Wealth Management, Relationship Management, Private Banking, Mortgage Lending, Investment Advisory, Strategic Planning, Research, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Banking, Investments, Strategic Financial..., Risk Management, Financial Modeling
Education
The University of Texas at Dallas 1991 — 1993
Bachelors of Science, Economics and Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank