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.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
@properties 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - April 2014
Morgan Stanley Smith Barney October 2007 - May 2011
Forest Pharmaceuticals December 2003 - January 2005
Skills
Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Economics, Financial Planning, Asset Allocation, Leadership, Process Improvement
Education
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor of Arts (B.A.), Political Science
Marian Catholic HS 1990 — 1994
Prudential Real Estate Investors July 2015 - Present
Prudential Real Estate Investors June 2014 - August 2014
Chacon Diaz & Di Virgilio Wealth Management January 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
Marketing, Social Networking, Social Media Marketing, Microsoft Excel, Argus Modeling, Microsoft Office, Fundraising, Leadership, Time Management, Budgets, Event Management, Team Leadership, Team Building, Microsoft Word, Analysis, Finance, Investments, Valuation
Education
University of Florida 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Real Estate, Entrepreneurship
My Crazy Ex-Girlfriend Pilot October 2014 - October 2014
McDonald's Corporation September 2013 - March 2014
Ameriprise Financial Services, Inc. June 2011 - December 2013
Hall's Cough Drops June 2010 - February 2012
Southwest Airlines April 2009 - December 2009
Skills
Film Acting, Commercial Acting, Musical Theatre, Dancing, Singing, Poetry, Improvisation, Catering
Education
University of Houston
BA- Theatre Arts, Acting, Magna Cum Laude
Ameriprise Financial Services, Inc. 1999 - Present
Education
University of Iowa 1994 — 1998
B.B.A, Finance
Nabors Industries July 2014 - Present
Axip Energy Services, LP May 2012 - July 2014
AES August 2010 - May 2012
Bank of New York Mellon October 2007 - August 2010
Ameriprise Financial Services, Inc. October 2006 - October 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Financial Reporting, Treasury Management, Corporate Finance, Account Reconciliation, Valuation, Finance, Project Finance, Internal Controls, Sarbanes-Oxley Act, Managerial Finance, Due Diligence
Education
University of Houston 2001 — 2006
Bachelor of Science, Psychology and Business Administration
Ameriprise Financial Services, Inc. July 2014 - Present
OptumInsight August 2011 - July 2014
Hartford Life January 2006 - September 2010
Skills
Data Warehousing, Business Analysis, Vendor Management, Business Intelligence, IT Strategy, SDLC, Leadership, Enterprise Architecture, Integration, Requirements Analysis, Project Management, Data Architecture
Education
University of Minnesota-Twin Cities 1986 — 1990
MBA, Management Information Systems
University of Illinois at Urbana-Champaign 1978 — 1982
BA, Computer Science
Northern Trust 2008 - Present
Northern Trust 2005 - 2008
Ameriprise Financial Services, Inc. June 2000 - August 2004
Skills
Fund Administration, Global Custody, Transfer Agency, Investments, Mutual Funds, Financial Services, Securities, Business Development, Risk Management, Process Improvement, Due Diligence, Asset Management, Cash Management, Hedge Funds, Investment Operations...
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Finance
Fidelity National Financial May 2015 - July 2015
Power Production Management, Inc. June 2011 - August 2013
Tower Hill Insurance Group May 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - April 2010
Skills
Customer Service, Accounts Payable, Accounts Receivable, QuickBooks, Sales, Account Reconciliation, Accounting, Business Development, Budgets, Financial Analysis, Outlook, Access, Microsoft Excel, Payroll, Financial Reporting, General Ledger, Public Speaking, Insurance, Invoicing, Cash Management
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2016
Juris Doctor, Law
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors July 2010 - January 2014
Ameriprise Financial Services, Inc. September 2006 - October 2007
Raymond James Financial Inc. May 2005 - August 2005
Skills
Management, Customer Service, Marketing, Microsoft Office
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. March 2013 - Present
Allstate March 2012 - January 2013
AAA NCNU March 2008 - April 2012
AAA NCNU March 2008 - March 2010
AAA NCNU August 2001 - March 2008
Payless Car Rental April 2000 - August 2001
Skills
Umbrella Insurance, Homeowners, Insurance, Claim, Liability, Property & Casualty..., Renters, General Insurance, Commercial Insurance, Call Centers, Team Building
Education
University of Nevada-Las Vegas 1993 — 1996
Bachelors, Marketing
University of Hawaii at Hilo 1991 — 1993
Western Washington University 1990 — 1991
KFA Private Wealth Group, an Ameriprise Private Wealth Advisory Practice March 1994 - Present
Ameriprise Financial Services, Inc. April 2000 - April 2008
Education
University of Hartford 1988 — 1992
Bachelors, Mathematics
Hewlett-Packard April 2013 - Present
Ameriprise Financial Services, Inc. December 2010 - April 2013
Edward Jones Investments November 2009 - April 2010
Hewlett-Packard 2006 - 2009
Hewlett-Packard 2000 - 2006
Hewlett-Packard 1996 - 2000
Hewlett-Packard 1988 - 1996
HP 1986 - 1988
Skills
Program Management, Business Analysis, Business Requirements, Marketing Management, Competitive Analysis, Sales, Leadership, Management, Marketing Communications, Strategy, Lead Generation, Marketing, Sales Management, Sales Operations, Enterprise Software, Cross-functional Team..., Solution Selling
Education
University of St. Thomas
Mini-MBA
University of Saint Thomas
MBA, Finance
University of Iowa
BM, Music Performance
University of Miami
MM, Music Education
Ameriprise Financial Services, Inc. August 1995 - Present
Education
University of Hawaii at Manoa
Bachelor's degree, Economics
Frost Bank January 2014 - Present
JPMorgan Chase November 2006 - December 2013
Ameriprise Financial Services, Inc. April 2003 - October 2006
Skills
Banking, Credit, FINRA, Loans, Series 7, Finance, Private Banking, Wealth Management, Retirement Planning, Small Business Lending, Consumer Lending
Education
University of Houston
Bachelor of Science (BS), PSYCHOLOGY, 4.0
Walden University
Master of Science (MS), Industrial and Organizational Psychology, 4.0
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - June 2014
Liberty Mutual Insurance July 2012 - January 2014
US Navy February 2010 - July 2012
Busey August 2011 - January 2012
Busey Bank May 2011 - July 2011
Ameriprise Financial October 2009 - March 2010
United States Navy August 2008 - May 2009
United States Navy June 2006 - March 2008
Education
University of Illinois at Urbana-Champaign 2010 — 2012
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S., Finance
Ameriprise Financial Services, Inc. November 1999 - Present
Education
University of Illinois at Urbana-Champaign 1994 — 1997
BS, Agricultural Economics
Centennial High School
Ameriprise Financial Services, Inc. May 1995 - Present
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Arts (B.A.), Economics
Glenbrook North 1987 — 1991
High School
Retired and enjoying Life. June 2014 - Present
Artist Trust February 2014 - Present
University of Illinois Foundation 1999 - Present
Ameriprise Financial Services, Inc. January 1992 - June 2014
Rainier National Bank December 1985 - June 1989
Continental Illinois National Bank August 1980 - March 1984
Borg-Warner Corporation June 1973 - August 1980
Skills
Finance, Leadership, Public Speaking, Financial Services, Strategic Planning, Investments, Estate Planning, Fundraising, Series 7, Securities
Education
University of Illinois College of Law 1970 — 1973
JD, Law
University of Illinois at Urbana-Champaign 1966 — 1970
BS, Finance
Target December 2014 - Present
Ameriprise Financial Services, Inc. October 2011 - November 2014
Ameriprise Financial Services, Inc. February 2011 - October 2011
Target June 2010 - April 2011
Leptos Biomedical May 2008 - April 2010
Ameriprise Financial Services, Inc. March 2007 - March 2008
Ameriprise Financial Services, Inc. November 2004 - January 2006
Ameriprise Financial Services, Inc. January 2001 - January 2004
Ameriprise Financial Services, Inc. July 1997 - December 2001
Welsh Companies April 1996 - July 1997
Education
University of Iowa 1990 — 1995
Bachelor of Arts, English, History
Fidelity Investments October 2014 - Present
Fidelity Investments December 2013 - October 2014
Fidelity Investments July 2013 - November 2013
Ameriprise Financial Services, Inc. November 2011 - May 2013
Bank of America October 2010 - November 2011
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Ameriprise Financial Services, Inc. July 1993 - Present
Education
University of Hawaii at Manoa 1986 — 1988
MBA, Finance
Wilkes University 1979 — 1981
BBA, Economics
ZeOmega September 2013 - Present
Insight September 2012 - March 2013
Southwest Airlines August 2011 - September 2012
Hewlett-Packard February 2011 - August 2011
Ameriprise Financial Services, Inc. August 2009 - January 2011
Byrraju Foundation June 2006 - December 2007
Skills
Agile Project Management, Project Coordination, Project Management, Program Management, Software Project..., Business Analysis, Agile Methodologies, Requirements Analysis, SDLC, SQL, Requirements Gathering, Business Intelligence, Business Requirements, Scrum
Education
University of Illinois Springfield 2008 — 2009
Master of Science (MS), Computer Science
Prudential Financial May 2015 - Present
University of Houston Bauer College of Business September 2014 - Present
Ameriprise Financial Services, Inc. December 2014 - May 2015
Midtown Financial Group, LLC August 2014 - December 2014
Wealth Development Strategies, L.P. May 2014 - August 2014
Hair Pop June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Outlook, Time Management, Sales, Data Analysis, Access, Financial Analysis, Leadership, Analysis
Education
University of Houston 2012 — 2016
Bachelor of Science (BS), Economics
University of Houston
Bachelor of Science (B.Sc.), Economics
Law Office of Victor D, Walker, P.C. August 2011 - Present
Ameriprise Financial Services, Inc. February 2009 - March 2012
Merrill Lynch August 1998 - February 2009
SunAmerica Corporate Finance 1995 - 1998
Dain Rauscher 1994 - 1995
Citi 1990 - 1992
Deloitte & Touche 1986 - 1986
Skills
Corporate Finance, Securities, Private Placements, IPO, Equities, Corporate Governance, Contract Negotiation, Debt, M&A due diligence, Entity Formation
Education
University of Virginia School of Law 1986 — 1990
JD, Corporate Law
University of Virginia Darden School of Business 1987 — 1990
MBA, Business Administration
University of Houston, C.T. Bauer College of Business 1981 — 1985
BBA, Accounting
Ameriprise Financial Services, Inc. October 2013 - Present
Morgan Stanley Smith Barney June 2001 - October 2013
DuPont May 1979 - September 2000
Education
University of Florida 1976 — 1979
Master of Engineering (MEng), Chemical Engineering
University of South Florida 1974 — 1976
Bachelor's degree, Chemistry
Harris Associates January 2015 - Present
Harris Associates March 2014 - January 2015
Ameriprise Financial Services, Inc. July 2012 - March 2014
Campus Entertainment, LLC February 2012 - July 2012
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Research, Outlook
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. October 1999 - Present
Education
University of Houston
Bachelor of Science (BS), Sociology
University of Northern Colorado 1990 — 1994
Economics
Kostopoulos Rodriguez, PLLC November 2014 - Present
Kostopoulos Rodriguez, PLLC August 2012 - November 2014
Oakland County Circuit Court May 2013 - August 2013
Sherman Immigration Lawyers, P.C. September 2010 - August 2011
Ameriprise Financial Services, Inc. January 2010 - May 2010
Skills
Legal Writing, Westlaw, Legal Research, Microsoft Excel, Microsoft Office, Lexis, Mediation, Civil Litigation, Pleadings, Courts, Bankruptcy, Legal Issues
Education
Wayne State University Law School 2011 — 2014
Doctor of Law (J.D.)
University of Hawaii at Manoa 2006 — 2010
BBA, Finance, International Business
Life and Wealth Planning, LLC November 2012 - Present
Ameriprise Financial Services, Inc. December 2005 - November 2012
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Finance and Management
University of Florida 2003 — 2007
BS, Public Relations
BoardEffect July 2009 - Present
Interim Executive Director Lower Merion Conservancy November 2011 - May 2012
Morgan Stanley June 1994 - May 2000
Ameriprise Financial Services, Inc. June 1988 - February 1993
ING DIRECT September 1984 - June 1988
Target May 1983 - September 1984
Wells Fargo September 1979 - May 1983
Skills
Management, Business Strategy, Investments, Public Relations, Financial Services, Portfolio Management, Fundraising, Strategic Planning, Marketing Strategy, Non-profits, Finance, Budgets, Mergers & Acquisitions, Start-ups, Nonprofits, Strategy
Education
University of Minnesota-Twin Cities 1977 — 1979
MS, Agricultural Economics
University of Illinois at Urbana-Champaign 1974 — 1977
BA, Economics
National Planning Corporation (NPC) February 2015 - Present
Nations Financial Group, Inc January 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - February 2013
Toyota Financial Services January 2010 - June 2011
Nations Financial Group August 2008 - January 2009
Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Credit, PowerPoint, Credit Analysis, Customer Service, Credit Risk, Financial Statement..., Finance, Banking, Loans, Access, Cost Benefit
Education
University of Iowa 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, 3.8
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - August 2012
The Creative Group October 2010 - April 2011
Riversource Distributors/Ameriprise Financial 2006 - 2010
RiverSource Investments September 1997 - 2010
American Express Financial Advisors 1999 - 2006
Borders 1993 - 1997
Minnesota Daily 1991 - 1993
Skills
Series 7, Series 6, Mutual Funds, Asset Managment, Strategic Financial..., German, Renewable Energy, Financial Services, Investments, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Marketing Communications, Marketing, Marketing Strategy, Retirement Planning, Portfolio Management, Strategic Planning, Securities, Alternative Investments, Wealth Management, Asset Management, Insurance, Financial Analysis, Strategy, Retirement, Management, Team Building
Education
University of Iowa
BA, German
University of Minnesota-Twin Cities
German
Ameriprise Financial Services, Inc. June 2012 - Present
University of Phoenix September 2002 - April 2013
Merrill Lynch November 2004 - June 2012
A. Marks & Associates 1991 - 2004
Skills
Investments, Retirement Planning, Financial Advisory, Small Business, Retirement, Finance, Financial Planning, Strategic Planning, Marketing, Financial Analysis, Wealth Management, Options
Education
University of Illinois 1978 — 1982
M.B.A., Finance & Marketing
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor of Arts (B.A.), History
Sparks Exhibits & Environments June 2014 - Present
Real Win Win June 2012 - June 2014
Focus Forward January 2012 - May 2012
Ameriprise Financial Services, Inc. September 2010 - December 2011
Verizon Wireless August 2009 - April 2010
Verizon Wireless October 2007 - August 2009
Mark Twain Museum May 2005 - January 2006
University of Hartford September 2002 - May 2005
Skills
Management, Process Scheduler, Sales, Customer Service, Customer Satisfaction, Marketing, Account Management, Operations Management, Social Media, Time Management, Leadership, Training, Team Building, Microsoft Office, Event Planning, Energy Efficiency, Business Development, Customer Retention, Contract Negotiation, Budgets, Microsoft Excel, Project Planning, Project Management, Outlook, Team Leadership, Cold Calling, New Business Development, Analysis, Market Research, Coaching, Strategic Planning, Employee Training, Negotiation, Retail, Business Strategy, Inventory Management, CRM, Event Management, Social Media Marketing, Google Apps, Hybrid Cloud, Process Management, Process Improvement, Operational Efficiency, Writing, Microsoft Technologies, Key Account Acquisition..., Troubleshooting, Operational Compliance, Forecasting
Education
Western Connecticut State University 2006 — 2007
M.A, Literature
University of Hartford 2002 — 2005
B.A, Literature
Cathedral High School 1998 — 2002
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Thrivent Financial January 2014 - Present
Ameriprise Financial Services, Inc. July 2010 - October 2013
Setobi Systems September 2004 - May 2010
Systems Unlimited November 2006 - July 2009
Skills
Insurance, Customer Service, Retirement, Series 7, Finance, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Iowa 2003 — 2008
Bachelor of Arts (BA) in Communications Studies, Minor in Psychology
Ameriprise Financial Services, Inc. July 1993 - Present
Education
University of Houston 1981 — 1983
Masters of Business Administration
University of Florida - Warrington College of Business Administration 1977 — 1979
Bachelor of Science - Business Administration
Ameriprise Financial Services, Inc. February 2012 - Present
Women Referring Women January 2007 - Present
Burie and Associates, a private wealth practice of Ameriprise Financial Services, Inc. June 2011 - February 2012
Burie, D'Augelli and Associates, a Private Wealth Advisory Practice of Ameriprise Financial November 2009 - June 2011
Ameriprise Financial July 2005 - November 2009
Florida Museum of Natural History November 2004 - December 2005
NK Productions, Inc. August 2004 - December 2005
KellyPaintings.com June 2002 - June 2005
Nightlife Authority, Inc. February 2003 - July 2004
Education
University of Florida - Warrington College of Business Administration
BSBA, Finance
Ameriprise Financial Services, Inc. January 2011 - Present
Morgan Stanley Smith Barney January 1994 - January 2011
Education
University of Houston
BS
Advisors Asset Management, Inc. June 2013 - Present
RBC Wealth Management March 2012 - June 2013
Ameriprise Financial Services, Inc. October 2011 - March 2012
TCF National Bank June 2005 - October 2011
Education
University of Illinois
Self-employed April 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - October 2009
Mercer - Investments October 2005 - June 2006
Skills
Small Business, Marketing, Writing, Account Management, Client Relations Skills, Marketing Strategy, Team Management, Finance, Leadership, Financial Planning, Social Media Marketing, Sales, Customer Service, Management, Social Media, Microsoft Office, Social Networking, Team Building
Education
University of Hartford 2000 — 2004
Bachelor's degree, English and Political Science
Executive Concrete Solutions January 2015 - Present
Inspiraventus, LLC January 2007 - Present
JPMorgan Chase & Co. May 2010 - January 2015
Merill Lynch October 2008 - May 2010
Ameriprise Financial Services, Inc. January 2002 - October 2008
Skills
Marketing Strategy, Marketing, Concrete Restoration &..., Independent Inventor, Entrepreneurship, Texas Notary, Investment Advisory, Meditation, Chinese Internal..., Management, Leadership, Finance, Small Business, Team Building, Strategic Planning
Education
University of Hawaii at Manoa 1999 — 2005
Bachelor's degree, Business Administration & Finance
Ameriprise Financial Services, Inc. December 2000 - Present
Ameriprise Financial Services, Inc. December 1995 - December 2000
Hewlett-Packard December 1986 - December 1989
Education
University of Illinois at Chicago 1983 — 1986
B.S., Electrical Engineering
Ameriprise Financial Services, Inc. March 2014 - Present
Thomson Reuters October 2011 - March 2014
UnitedHealth Group April 2009 - October 2011
Accenture July 2006 - April 2009
Target Corporation September 2004 - July 2006
APAC Customer Services July 2003 - September 2004
APAC Customer Services February 2002 - July 2003
Skills
Microsoft SQL Server, SQL, SDLC, SharePoint, Visio, Oracle, Visual Basic, Data Warehousing, Requirements Analysis, Databases, VB.NET, SSRS, Access, ASP.NET, Software Development, Java, Troubleshooting, Wireless, Unica, Operating Systems, jQuery
Education
University of Iowa 1997 — 2001
B.B.A, Management Information Systems (MIS)
University of Iowa Tippie College of Business 1997 — 2001
BBA, Management Information System
Ameriprise Financial Services, Inc. May 2011 - Present
Palladium Mortgage Corporation April 2008 - March 2010
Bank of America August 2007 - March 2008
Countrywide Home Loans March 2007 - August 2007
SunTrust Mortgage May 2003 - February 2007
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Risk Management & Insurance
Capitas Financial March 2013 - Present
Capitas Financial December 2009 - June 2013
John Hancock Life Insurance Company (U.S.A.) November 2008 - December 2009
Ameriprise Financial Services, Inc. January 2006 - November 2008
Skills
Financial Planning, Estate Planning, Insurance, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial...
Education
University of Hartford 2001 — 2005
Bachelor of Science, Economics and Finance
Ameriprise Financial Services, Inc. March 2014 - Present
Broad Street Capital Advisors, LLC July 2011 - December 2013
EMPOWER Retirement September 2005 - June 2011
John Hancock Life Insurance Company (U.S.A.) March 2003 - August 2005
Education
University of Iowa 1991 — 1995
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. December 2009 - Present
Ameriprise Financial March 2009 - December 2009
Ameriprise Financial October 2002 - March 2009
AIS Arizona Staffing 2000 - 2002
Corporate Resources 1998 - 2000
Skills
Series 7, Financial Services, Relationship Management, Marketing, Project Management, Strategy, Recruiting, CRM, Retirement Planning, Coaching, Financial Advisory, Leadership, Strategic Financial..., Sales, Business Planning, Management, Training, Strategic Planning, Program Management, Customer Satisfaction, Finance, Salesforce.com, Business Development
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Sociology
Ameriprise Financial Services, Inc. July 2009 - Present
Bealls December 2005 - November 2007
Education
University of Florida 2003 — 2005
Bachelor's, Marketing
Central Florida Community College 2001 — 2003
AA, Business Management
Symetra Financial March 2011 - Present
American National Insurance February 2010 - March 2011
Ameriprise Financial Services, Inc. June 2006 - January 2010
Allstate Insurance March 2005 - May 2006
Compass Brokerage March 2003 - March 2005
Digital Insurance 2001 - 2001
Van Kampen Investments 1996 - 2001
Education
University of Houston 1992 — 1998
Bachelor of Arts, Public Relations and Advertising
Ameriprise Financial Services, Inc. February 2008 - Present
Education
University of Illinois Springfield 2003 — 2006
Bachelor's
Ameriprise Financial Services, Inc. January 1992 - Present
Citadel Mortgage Corporation June 1990 - June 1991
Education
University of Florida - Warrington College Of Business 1986 — 1990
Bachelor of Science in Business Administration, Finance, with Honors
Weatherford November 2013 - February 2015
Midstates Petroleum Inc. April 2013 - August 2013
Accenture May 2012 - February 2013
University of Houston November 2007 - May 2012
Ameriprise Financial Services, Inc. January 2007 - November 2007
Costa Crociere March 1999 - April 2006
Danka Office Imaging September 1997 - November 1998
PepsiCo - Pepsi Beverages Company April 1993 - June 1996
Skills
Oracle, Data Warehousing, Integration, Business Intelligence, SDLC, Databases, Essbase, Microsoft SQL Server, CRM, ETL, Business Analysis
Education
University of the Philippines - Diliman 1986 — 1991
Bachelor of Science (B.S.), Computer Science
University of Houston
Master of Science (MS), Information Technology Project Management
Ameriprise Financial Services, Inc. January 2009 - Present
Owensboro Chamber Young Professionals January 2010 - December 2010
Ameriprise Financial January 2004 - December 2010
Education
University of Illinois at Urbana-Champaign 2002 — 2004
BS, International Resource and Consumer Economics
Southeaster Illinois College 2000 — 2002
Associates of Science, Finance
APC-MGE October 2009 - Present
Ameriprise Financial June 2008 - September 2009
Ameriprise Financial Services, Inc. 2008 - August 2009
Citizens Bank 2005 - 2008
Skills
Insurance, Banking, Financial Planning, Series 7, Customer Service, Retirement Planning, Investments, Series 66, Mutual Funds
Education
University of Hartford 2001 — 2005
Business, Finance
Ameriprise Financial Services, Inc. 2005 - Present
American Express/Ameriprise Financial Services, Inc. 1995 - 2005
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelors, Economics
Addison Trail
Ameriprise Financial Services, Inc. September 1989 - Present
Skills
Ameriprise Financial...
Education
University of Hartford 1976 — 1980
BS, Business Administration
Hightstown High 1972 — 1976
Ameriprise Financial May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Skills
Community Service, Risk Management, Education Planning, Strategic Planning, Analytical, Leadership, Ability to listen, Client relationships, Ethical Character
Education
University of Iowa 1995 — 1999
BBA, BA, Finance, Spanish, International Business
Algonquin Bank & Trust, A Wintrust Community Bank January 2012 - Present
Woodforest National Bank June 2011 - January 2012
AT&T Mobility May 2010 - September 2010
Ameriprise Financial Services, Inc. September 2008 - September 2009
Skills
Sales, Risk Management, Entrepreneurship, Marketing, Banking, Finance, Management, Retail, Sales Operations
Education
University of Iowa 2006 — 2010
BA, Interdepartmental Studies, Business and Ethics Emphasis, Minor in Sociology
Harry D Jacobs High School 2002 — 2006
Ameriprise Financial Services, Inc. May 2000 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2000
BS, Finance
Ameriprise Financial Services, Inc. June 1999 - Present
IES Utilties 1982 - 1996
Education
University of Iowa - Henry B. Tippie College of Business 1983 — 1989
MBA
University of Iowa 1972 — 1976
BSEE
Ameriprise Financial Services, Inc. 2001 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
BS, Business Administration
FIT4MOM Chicago Western Suburbs August 2013 - Present
Managers Investment Group May 2011 - April 2012
Lehman Brothers April 2006 - June 2008
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Fitness Instruction, Health & Wellness, Weight Loss Coaching, Weight Management, Moms, Marketing, Social Media Marketing, Toning, Cardiovascular Fitness, Weight Training, Running, Kidspiration, Social Networking, Fitness Industry, Fitness Training, Team Management, Time Management, Managing Associates, Media Relations, Local Marketing, Healthy Lifestyle, Healthy Eating, Women's Health, Workout, Group Exercise..., Group Exercise, Strength Training, Strength & Conditioning, Core Strength, Pregnancy, Women Owned Business
Education
University of Illinois at Urbana-Champaign 1994 — 1999
BS, Advertising
Fusion Analytics Investment Partners, LLC August 2015 - Present
Ameriprise Financial Services, Inc. October 2010 - July 2015
Education
University of Florida 1965 — 1969
Bachelor of Science (BS), Accounting and Finance
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial Services, Inc. April 2008 - January 2010
Ameriprise Financial Services, Inc. October 2006 - May 2008
TCH Management April 2001 - September 2006
Skills
Event Planning, Operations Management, Management, Marketing, Leadership, Customer Service, Project Management, Business Development, Human Resources, Business Analysis, Series 7
Education
University of Illinois at Chicago 2001 — 2005
B.S.A., Information Decision Sciences
Seton Academy 1996 — 2000
College Prep
Ameriprise Financial Services, Inc. June 2011 - Present
Wells Fargo Advisors November 2007 - June 2011
PrimeVest Financial Services October 2003 - November 2007
Education
University of Hartford 1996 — 2000
Bachelor, Criminal Justice
Sparta High School 1992 — 1996
HS, General Study
Ameriprise Financial Services, Inc. May 2012 - Present
Ameriprise Financial Services, Inc. February 2003 - Present
Ameriprise Financial Services, Inc. July 2011 - May 2012
Ameriprise Financial Services, Inc. June 2009 - July 2011
Ameriprise Financial Services, Inc. August 2005 - June 2009
Education
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Economics
Ameriprise Financial Services, Inc. June 2001 - Present
Travelers Championship March 2013 - Present
Travelers Championship 2010 - 2011
Travelers Championship July 2007 - June 2008
Education
University of Hartford 1997 — 2001
BSBA, Economic, Finance
Cromwell High 1993 — 1997
Ameriprise Financial Services, Inc.
Education
University of Illinois
theBigRocks 2003 - Present
Corelink Administrative Solutions April 2014 - May 2015
Tahoe Forest Hospital System November 2011 - June 2014
Patterson Companies, Inc. July 2013 - March 2014
Orange County Public Schools 2010 - July 2011
Orange County Public Schools August 2010 - June 2011
Initiative for Youth Nutrition & Fitness September 2010 - May 2011
Ameriprise Financial Services, Inc. 2011 - 2011
Lee County School District 2008 - 2010
theBigRocks, LLC 2003 - 2010
Skills
Change Management, Business Transformation, Strategy, Program Management, ERP, Business Process, Process Improvement, Governance, Project Management, Organizational..., Business Analysis, PMO, Integration, MS Project, Management, Business Strategy, Workshop Facilitation, Business Process..., Consulting, Strategic Planning, Enterprise Software, Project Planning, Information Technology, IT Strategy, Organizational Change, Strategy Alignment, Human Resources, SAP, CRM, Vendor Management, Project Portfolio..., PMP, Training, Coaching, Resource Management, Project Execution, Herding Cats, SDLC, Software Project..., Business Intelligence, Business Process..., SharePoint, IT Service Management, Management Consulting, Cross-functional Team..., PeopleSoft, IT Management, Recruiting, Requirements Analysis
Education
Troy University - Europe 1991 — 1994
MS, International Relations
University of Illinois at Urbana-Champaign 1986 — 1988
BS, Computer Science and Mathematics
Ameriprise Financial Services, Inc. December 2000 - Present
R.A.S. Securities 1997 - 1999
First Financial Investment Securities 1996 - 1997
Education
University of Houston, C.T. Bauer College of Business 2000 — 2002
Personal Financial Planning Program
University of North Texas 1989 — 1994
Bachelor of Applied Arts and Sciences, Music
Rice University
Certified Financial Planner® Certification Education Program
Live Nation Entertainment May 2014 - August 2014
United States Senate January 2014 - May 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
State Farm April 2013 - September 2013
Kennedy for Indianapolis August 2011 - November 2011
Education
University of Indianapolis 2010 — 2014
Bachelor of Business Administration (BBA)
Ameriprise Financial Services, Inc. September 2014 - Present
Education
University of Houston 2007 — 2010
European History
Travelers November 2014 - Present
Travelers February 2013 - Present
Travelers August 2009 - February 2013
Jay Heritage Center 2005 - 2011
CIGNA 2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2007
Skills
Supplier Risk Management, Supplier Quality..., Workforce Planning, Workforce Management, HTML, Web Development, Web Hosting, Microsoft Excel, Social Media, Corporate Finance, Web Marketing, Cognos, Microsoft Office, Statistics, Equity Research Analysis, Microsoft Office...
Education
University of Hartford 2012 — 2015
Master of Business Administration (M.B.A.), Management
University of Hartford 2005 — 2009
B.S. - Business Administration, Finance, Insurance, Economics
McGuireWoods April 2013 - Present
Hoopis Performance Network November 2012 - November 2013
Northwestern Mutual September 2008 - September 2012
Neiman Marcus - CUSP August 2007 - August 2008
BRAUN, BROWNE & ASSOCIATES January 2003 - July 2007
Ameriprise Financial Services, Inc. June 2005 - August 2005
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Deerfield High School 1999 — 2003
Ameriprise Financial Services, Inc. May 2012 - Present
Education
University of Florida
Bachelor of Science (B.S.)
Deloitte July 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - June 2013
Ameriprise Financial May 2009 - November 2011
Ameriprise Financial Services, Inc. February 2008 - May 2009
Ameriprise Financial Services, Inc. September 2006 - February 2008
Skills
Actuarial Science, Financial Modeling, Valuation, Financial Analysis, Insurance, Enterprise Risk..., Life Insurance, Underwriting, Hedging, Analysis, Analytics, Actuaries
Education
University of Illinois at Urbana-Champaign 1999 — 2004
Bachelor of Arts (BA), Economics
Ameriprise Financial Services, Inc. June 2013 - Present
Merrill Lynch October 2008 - June 2013
Lennox International August 1990 - September 2008
Education
University of Houston-Clear Lake 1988 — 1990
Master's degree, Accounting and Finance
J Frank Dobie High School
Diploma
Ameriprise Financial Services, Inc. May 2015 - August 2015
UBS Wealth Management May 2013 - September 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Time Management, Leadership, Stata, Social Media
Education
University of Illinois College of Law 2015 — 2018
Juris Doctor (J.D.)
University of St. Thomas 2011 — 2015
Bachelor’s Degree, Business Economics, Cum Laude
Hawaiian Telcom December 2011 - Present
Progressive Insurance June 2010 - December 2011
University of Hawaii at Manoa June 2007 - May 2010
Ameriprise Financial Services, Inc. 2008 - 2008
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Regression Testing, Forecasting, Office 2010, Cross-functional Team..., Cross-functional..., Job Coaching, Customer Service, Design Thinking, Machine Learning, PowerPoint, SharePoint, Access, SQL, Oracle SQL, Hands-on Training, Interviews, Management, Vendor Management, Telecommunications, Training, Program Management, Leadership, Team Building
Education
University of Hawaii at Manoa 2005 — 2010
Bachelor of Arts (BA), Economics
University of Hawaii at Manoa 2005 — 2010
Bachelor's degree, Economics
Garden Center Services 2013 - Present
Hallberg Financial, LLC March 2012 - Present
Ameriprise Financial Services, Inc. 2007 - March 2012
Palos Heights Chamber of Commerce January 2010 - February 2011
State Farm Insurance January 2006 - May 2007
Gallagher Benefit Services 2005 - 2006
Skills
401k, Portfolio Optimization, Business Planning, Insurance Planning, Financial Planning, Investment Advisory, Saving for Education, Charitable Giving, Strategic Financial..., Retirement Planning, Charities, Series 7, Financial Planners, Investments, Wealth Management, Retirement, Financial Services, Employee Benefits, Estate Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Marist High school 1999 — 2003
St. Alexander 1989 — 1999
Ameriprise Financial Services, Inc. November 2013 - Present
Globoloco March 2009 - Present
Granger Community Church February 2012 - October 2013
Lincoln Christian University August 2009 - January 2012
Granger Community Church August 2011 - November 2011
Lincoln Christian University 2008 - 2011
Skills
Blogging, Facebook, Social Networking, Social Media, Social Media Marketing, Web Design, Marketing, Photoshop, HTML, Event Management, Marketing Communications, Non-profits, Adobe Creative Suite, Coffee
Education
Lincoln Christian University 2007 — 2011
Bachelor of Arts, G.M., Communications
University of Illinois Springfield 2010 — 2011
Morningstar Christian Academy 2005 — 2007
High School
Alpha Omega Academy 2004 — 2005
High School
Lincoln Community High School 2003 — 2004
High School
Illinois Business Consulting September 2015 - Present
University of Illinois at Urbana-Champaign August 2015 - Present
Complete Genomics Inc. June 2015 - July 2015
University of Illinois at Urbana-Champaign January 2015 - May 2015
University of Illinois at Urbana-Champaign August 2014 - December 2014
University of Illinois at Urbana-Champaign June 2014 - July 2014
Ameriprise Financial Services, Inc. June 2012 - August 2012
Skills
Leadership, Teamwork, Research, Research Development, Molecular Biology, Biochemistry, Java, HTML, Matlab, LabVIEW
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor's degree, Bioengineering and Biomedical Engineering, 3.7 / 4.0
Cupertino High School 2009 — 2013
3.8 / 4.0
Dynasty Partners November 2013 - Present
Carlson Rezidor Hotel Group August 2011 - September 2013
Amplifon 2010 - 2011
Ameriprise Financial Services, Inc. 2010 - 2010
Club Colors 2007 - 2008
UnitedHealthcare 2007 - 2007
Axiom Marketing Communications 2006 - 2007
Sioux City Art Center 2006 - 2006
Skills
Marketing Communications, Graphic Design, Information Graphics, Internal Communications, Corporate Communications, Product Development, Vendor Management
Education
University of Iowa 2002 — 2006
B.A., Communication Studies and Studio Art
Lakeside Wealth Management Group August 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - August 2013
Skills
Finance, Financial Planning, Retirement Planning, Pension Funds, Wealth Management, Qualified Retirement...
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
UnitedHealth Group June 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
1st Global September 2012 - May 2013
Trinity Industries May 2012 - August 2012
Army National Guard June 2007 - February 2012
Skills
Market Research, Marketing, Marketing Strategy, Leadership, Marketing Research, Marketing Communications, Analysis, Strategic Planning, Project Management, Budgets, Business Development, Microsoft Excel, Microsoft Word, Sales, Competitive Analysis, Financial Planning, Analytics, CRM, Outlook, Event Planning, Social Media, PowerPoint, Project Planning, Data Analysis, Customer Service, Financial Services, Market Analysis, Customer Insight, Communication, Business Strategy, Demographic Analysis, Survey Design, Social Networking, Salesforce.com, Strategy, Email Marketing, Marketing Management, Team Leadership, Management, Research, Social Media Marketing, Public Speaking, Finance, Program Management, Segmentation, Business Analysis, Process Improvement, SPSS, Qualtrics
Education
University of Houston-Clear Lake 2012 — 2015
Master of Business Administration (M.B.A.), Business
University of Houston-Clear Lake 2010 — 2012
Bachelor’s Degree, Marketing
University of Houston-Clear Lake 2010 — 2012
Bachelor’s Degree, Management
Fidelity Investments May 2015 - Present
SunTrust Bank 2006 - 2013
Ameriprise Financial Services, Inc. August 2004 - August 2006
American Express August 2000 - August 2004
Education
University of Georgia - Terry College of Business
Bachelorâs Degree, Finance
University of Georgia - Terry College of Business
Executive Program for CFP
Business Modification Group January 2013 - Present
Century 21 Aztec & Associates January 2013 - Present
Lange's Total Pool Care, Inc. May 2009 - May 2013
Ameriprise Financial Services, Inc. September 1997 - May 2009
Skills
Management Consulting, Business Strategy, Strategic Planning, Marketing Strategy, Coaching, Entrepreneurship, Change Management, New Business Development, Project Management, Team Building, Management, Business Planning, Small Business, Marketing, Sales, Leadership
Education
University of Florida 2004 — 2006
Bachelor's degree, Business Administration and Management
Nielsen June 2013 - Present
Nielsen August 2011 - June 2013
Nielsen August 2010 - August 2011
Nielsen July 2009 - August 2010
University of Illinois at Urbana-Champaign May 2008 - December 2008
Rhea + Kaiser June 2007 - August 2007
Ameriprise Financial Services, Inc. June 2005 - August 2006
Skills
Market Research, Data Analysis, Consumer & Shopper..., Marketing Research, Marketing, Analytics, CRM, Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science (B.S.), Marketing & Finance
Robert W. Baird & Co. December 2007 - Present
Citi July 2006 - December 2007
Ameriprise Financial Services, Inc. July 2005 - June 2006
Skills
Mutual Funds, Securities, Series 7, Investment Advisory, Financial Analysis, Retirement Planning, Mergers, Wealth Management, Uniform Combined State..., Retirement, Finance
Education
University of Iowa
Business Administration, English
Capstone Financial April 2007 - Present
Ameriprise Financial Services, Inc. December 2005 - April 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Fixed Annuities, Retirement, Investment Advisory, Securities, Employee Benefits, Financial Advisory, Insurance, Life Insurance, Financial Services, 401k, Finance, Financial Planners, Series 7, Strategic Financial..., Mutual Funds, Series 63, Investments, Financial Planning
Education
University of Georgia - Terry College of Business
Sodexo May 2012 - Present
Sodexo March 2007 - Present
NIBC Inc. January 2010 - August 2011
Aflac October 2005 - April 2007
Ameriprise Financial Services, Inc. July 2004 - August 2005
Skills
Contract Negotiation, Workshop Facilitation, Risk Management, Strategic Planning, Analysis, Budgets, Business Strategy, Forecasting, Leadership, New Business Development, Management, Project Planning, Program Management, Safety, Finance, Strategy, Policy
Education
University of Houston, C.T. Bauer College of Business 2007 — 2009
MBA, Energy Risk Management
Iowa State University, Gerdin College of Business 2003 — 2005
Bachelors of Science, Finance
Equity Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - June 2009
Ameriprise Financial 2000 - 2007
Ameriprise Financial January 1991 - January 2000
Ameriprise Financial January 1989 - January 1991
Skills
Process Improvement, Leadership, FINRA, Licensing, Policy, Auditing, Private Investigations, Registration, Series 7, Solutions Marketing, Securities, Mutual Funds, Series 24, Series 63, Investments, Options, Equities, Financial Services, Investment Advisory
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accountancy; auditing, economics
Provenance Wealth Advisors January 2011 - Present
Ameriprise Financial Services, Inc. September 2006 - January 2011
Skills
Retirement Planning, Investment Advisory, Wealth Management, Asset Management, Financial Planning, Estate Planning, Investments, Securities, Wealth, Series 7, Asset Allocation, Financial Advisory, Retirement, Finance
Education
University of Florida 2001 — 2005
Sports Management
Guaranty Bank/ Best Bank April 2014 - January 2015
Chase October 2006 - January 2010
J.P. Morgan Asset Management October 2006 - January 2010
Ameriprise Financial Services, Inc. October 2004 - October 2006
Skills
Network systems security, Business impact analysis, Contingency planning, Financial Planning, Financial Modeling, LAN-WAN, Negotiating Contracts, Network Administration, Network Engineering, Refurbishing Computer..., IT Financial Management, IT Consulting, IT Strategy, Design network systems..., Project Management, Data integrity and..., Regulatory adherence, IT Troubleshooting, Capital management, Asset Allocation, Investment advice, Mentoring and training..., End User Training, End User Support, Data Migration, Manage Installations, Resolve..., Portfolio Management, Unix, Manage External..., IT Security Policies, Security Audits, Operations Management, Sales Presentations, Sales Trainings, People Management, Advising People, Investment Advisory, Networking, Enterprise Risk..., Penetration Testing, Management, Finance, Leadership, Consulting, Investments, Analysis
Education
University of Illinois at Chicago 1997 — 2002
Economics
Cisco Academy
CCENT CCNA
Accel Entertainment June 2010 - Present
United Rentals 2000 - 2009
CARSTAR July 2003 - May 2008
Enterprise Rent-A-Car 1996 - 2002
Ameriprise Financial Services, Inc. 1993 - 1995
Education
University of Iowa 1989 — 1992
WyzAnt Tutoring January 2014 - Present
COARE Biotechnology, Inc. June 2010 - Present
Melaleuca October 2009 - December 2010
US Census Bureau April 2010 - September 2010
Merrill Lynch December 2006 - April 2008
Ameriprise Financial Services, Inc. December 2003 - August 2006
Tucker International February 2002 - November 2003
WM Advisors, Inc. (now Edge Asset Mgmt/ Principal Group) February 1996 - December 2001
Tandem Computers August 1995 - January 1996
The Benham Group (now American Century) November 1991 - July 1995
Skills
Financial and credit..., Business Planning, Accounting, Financial Planning, Financial Analysis, Financial Modeling, Asset Management, Auditing, Strategic Planning, Management Consulting, Small Business, Investments, Financial Management, Business Strategy, Start-ups, Budgeting, Due Diligence, Portfolio Management, Insurance, New Business Development, Business Analysis, Financial Reporting, Online Marketing, Strategic Financial..., Managerial Finance, Budgets, Credit Analysis, Mutual Funds, Credit, Banking, Valuation, Program Management, Corporate Finance, Project Management, Asset Managment, Fixed Income, Finance, Asset Allocation, Account Reconciliation, Investment Management, Entrepreneurship, Analysis, Non-profits, Strategy, Internal Audit, Mergers & Acquisitions, Leadership, Business Development, Economics, Change Management
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA
University of Ghana 1975 — 1978
BSc
Achimota School 1962 — 1975
GCE A Level
Insight Securities, Inc. June 2009 - Present
Ameriprise Financial Services, Inc. June 2004 - June 2009
Skills
Insurance, Mutual Funds, Wealth Management, Series 7, Financial Risk, Wealth, Fixed Annuities, Financial Analysis, Investments, Investment Strategies, Strategic Financial..., Asset Allocation, 401k, Portfolio Management, Asset Management, Equities, Securities, Fixed Income, Estate Planning, IRAs, Investment Advisory, Retirement, Financial Advisory, Retirement Planning, Financial Planners, Financial Planning, Finance, Strategic Planning
Education
University of Florida
Bachelor of Science (B.S.), Finance
SoftEdge Capital February 2007 - Present
SoftEdge Solutions, Inc May 2000 - Present
Northstar Youth Club 1998 - Present
Ameriprise Financial Services, Inc. May 1982 - May 2000
Ameriprise Financial Services, Inc. 1982 - 2000
Skills
Private Equity, Wealth Management, Due Diligence, Investment Advisory, Asset Allocation, Strategic Planning, Corporate Finance, Finance, Business Analysis, Risk Management, Estate Planning, Mergers, Investments, Financial Analysis, Financial Modeling, Business Planning, Asset Managment, Strategy
Education
University of Minnesota-Twin Cities 1986 — 1988
MBA, Finance
University of Iowa 1978 — 1981
BBA, Accounting/Finance
Ameriprise Financial Services, Inc. February 2014 - Present
LPL Financial April 2008 - February 2014
Education
University of Florida 2004 — 2006
BA, Finance
Ameriprise Financial Services, Inc. May 2004 - Present
Wachovia Securities 1999 - 2004
Education
University of Iowa 1985 — 1989
BBA, Business
Ameriprise Financial Services, Inc. November 2013 - Present
Ameriprise Financial April 2008 - November 2013
Education
University of Florida 2003 — 2007
Bachelor of Arts (BA), History
Ameriprise Financial Services, Inc. November 2013 - Present
The First National Bank of Ogden January 2011 - November 2013
Midland States Bank October 2009 - January 2011
First Mid-Illinois Bank & Trust March 2007 - October 2009
Education
University of Illinois Urbana-Champaign 2002 — 2006
Finance
University of Illinois at Urbana-Champaign 2002 — 2006
Finance
Ameriprise Financial Services, Inc. 1985 - Present
McPhail Center of the Arts, University of MN June 1981 - September 1985
Education
Academy of Music & Performing Arts 1978 — 1980
Masters, Classical Guitar
University of Illinois at Urbana-Champaign 1972 — 1978
BA, BA, Liberal Arts, Classical Guitar
Ameriprise Financial Advisors July 2011 - Present
Ameriprise Financial Services, Inc. February 2005 - July 2011
American Express Financial Advisors November 2003 - February 2005
Aflac June 2003 - November 2003
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, Insurance, Investments, Estate Planning, Retirement, Wealth Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Arts, Economics and Political Science
Carl Sandburg High School 1995 — 1999
Sunbelt Securities March 2010 - Present
Ameriprise Financial Services, Inc. 2002 - March 2010
Buchanan Ventures 2001 - 2002
McLeod USA 1998 - 2000
Quantum Tech, LLC 1993 - 1998
Skills
Strategic Financial..., Financial Modeling, Strategic Planning, Financial Analysis, Equities, Asset Management, Venture Capital, Investments, Project Planning, Funding, Finance, Retirement Planning, Alternative Investments, Project Management, Valuation, Asset Allocation, Analysis, Mergers & Acquisitions, Investment Advisory, Portfolio Management, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 1992 — 1997
B.B.A., Entrepreneurship
Ameriprise Financial Services, Inc. February 1987 - Present
Education
University of Illinois at Urbana-Champaign 1970 — 1974
B.S.
Ameriprise Financial Services, Inc. June 2001 - Present
Skills
Finance, Financial Services, Estate Planning, Fixed Annuities, Insurance, Retirement, Leadership, Project Management, Microsoft Office, Asset Management
Education
University of Houston-Clear Lake 1998 — 2000
M.S., Psychology
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2008 - September 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities
Education
University of Florida
Ameriprise Financial Services, Inc. November 2009 - Present
Forest Pharmaceuticals 2003 - 2009
Coca-Cola Bottling Co. Consolidated 1997 - 2000
Coca-Cola Bottling Co. Consolidated 1996 - 1997
Skills
Account Management, Business Development, Leadership, Management, Marketing, Marketing Strategy, Sales, Sales Management, Sales Operations, Strategic Planning
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Marketing
Walgreens Store ManagerWalgreensMarch 2014 - Present
Ameriprise Financial Services, Inc. March 2005 - February 2006
Skills
Store Management, Store Operations, Profit, Visual Merchandising, Loss Prevention, Retail, Merchandising, Customer Service, Employee Training, Sales, Team Building, Investments, Management, New Business Development, Strategic Planning
Education
University of Florida 2000 — 2003
Bachelor's degree, Business Management
SunTrust Investment Services, Inc. July 2013 - Present
Merrill Lynch March 2007 - July 2013
TD Waterhouse 2006 - 2006
Ameriprise Financial Services, Inc. 2005 - 2005
Education
Wharton Executive Education 2011 — 2011
•Modern Portfolio Theory•Asset Allocation•Manager Search and Selection•Investment Policy•Performance
University of Florida 2003 — 2005
Bachelor's degree, Finance, General
University of Florida 2003 — 2005
Minor in Entrepreneurship, Finance, General
The Salvation Army June 2014 - Present
JPMorgan Chase May 2013 - May 2014
JPMorgan Chase February 2009 - May 2013
Ameriprise Financial Services, Inc. April 2006 - April 2008
Invesco Aim February 1994 - October 2005
Skills
Mutual Funds, Leadership, Business Development, Financial Advisory, Financial Services, Analysis, Asset Managment, Customer Service, Operations Management, Trading, Team Building, Social Media, Troubleshooting, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Retail Banking, Financial Markets, Negotiation, Strategic Planning, Problem Solving, Quality Assurance, Recruiting, Creative Writing, Small Business Lending, Real Estate Lending, Securities Lending, Lines Of Credit, Qualified Retirement..., Retirement Plan..., Asset Management, Finance, Insurance, Management
Education
University of Houston 2000 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
University of Houston
Bachelor's degree, English Language and Literature/Letters
Ameriprise Financial Services, Inc. August 2014 - Present
DIXON & COMPANY, P.C November 2005 - August 2014
KOBES FINANCIAL PLANNING SERVICES October 2002 - November 2005
DIAMOND DUST ENTERPRISES, INC December 2001 - May 2002
GOTCO INTERNATIONAL August 2001 - December 2001
VINSON & ELKINS, L.L.P December 1988 - February 2001
Skills
Series 7, Series 63, Financial Services, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Portfolio Management, Fixed Annuities, Securities, Insurance, Financial Analysis, Equities, Estate Planning, Asset Management, Asset Allocation, Life Insurance, Investment Advisory, Banking, Risk Management, Disability Insurance
Education
University of Houston
BACHELOR OF ARTS, English
McCullough High School
Ameriprise Financial Services, Inc. August 2009 - September 2013
Education
University of Illinois at Urbana-Champaign
B.S., Zoology/Chemistry
University of Illinois at Urbana-Champaign
Juris Doctor Degree, Law
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - August 2014
Ameriprise Financial Services, Inc. July 2011 - August 2013
Ameriprise Financial Services, Inc. January 2007 - June 2011
Ameriprise Financial Services, Inc. May 2005 - June 2007
Ameriprise Financial Services, Inc. January 2002 - April 2005
Ameriprise Financial Services, Inc. August 2000 - December 2001
Skills
Business Analysis, Financial Services, Mutual Funds, Process Improvement, Insurance
Education
University of Iowa 1997 — 2000
BA, Communications
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - June 2015
North Star Resource Group June 2011 - November 2013
Strategic Scrap February 2010 - December 2010
Utility Revenue Services May 2010 - July 2010
Skills
Access, Microsoft Excel, Research, Data Entry, Customer Service, Microsoft Office, Marketing
Education
University of Northern Iowa 2009 — 2010
Bachelor of Arts, Marketing; Advertising and Entrepreneurship
University of Iowa 2007 — 2009
Pre-Business
Martin Hood Friese & Associates September 2012 - Present
BankChampaign, N.A. May 2011 - July 2012
University of Illinois at Urbana-Champaign August 2010 - May 2011
BankChampaign, N.A. May 2006 - August 2010
Ameriprise Financial Services, Inc. November 2007 - May 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
BS/MAS, Accountancy
Ameriprise Financial Services, Inc. October 2008 - Present
Claudia Marban & Associates October 2008 - Present
OKW Architects June 2005 - October 2008
Timothy Morgan & Associates June 1997 - June 2005
Education
Devry University 2000 — 2001
BS, Information Technology
University of Illinois at Urbana-Champaign 1993 — 1997
BSAS, Architecture
Adlai E. Stevenson High School 1989 — 1993
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Invesco US September 2008 - Present
Wells Fargo Advisors June 2007 - September 2008
Ameriprise Financial Services, Inc. June 2006 - March 2007
Skills
Uniform Combined State..., Series 24, Series 7, Series 66, Investments, Unit Trusts, Unit Investment Trusts, Relationship Management, Account Management, Financial Markets
Education
University of Nebraska-Lincoln 2014 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Arts, Economics
Akvinta USA, Inc. November 2009 - January 2012
Ameriprise Financial Services, Inc. January 2007 - October 2008
Skills
Financial Planning, Insurance, Estate Planning, Retirement Planning, Office Management, Social Media, Investments, Financial Services, Portfolio Management, Asset, 401k, Series 7, Retirement, Sales, Relationship Management, Lotus Notes, Financial Advisory, Asset Allocation, Microsoft Excel, Investment Strategies, Social Networking, Event Planning, Event Management, Social Media Marketing, Brand Awareness, Strategic Financial...
Education
University of Houston
BS, Political Science
Ameriprise Financial Services, Inc. June 1996 - Present
GE July 1993 - June 1996
Performance Bicycles July 1989 - June 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Insurance, FINRA, Securities, Retirement, Financial Services, Alternative Investments, Leadership, Marketing, Investments, Strategic Planning
Education
University of Hawaii at Manoa 1982 — 1985
Bachelor of Arts (BA), Psychology
Home September 2009 - Present
Ameriprise Financial Services, Inc. 2008 - 2009
CBOE (Independent) April 1995 - March 2003
Skills
Securities, Equities, Mutual Funds, Investments, Fixed Income, Trading, Stock Option, Options Strategies
Education
University of Iowa 1985 — 1989
Bachelor of Business Administration, Finance
Time Warner Cable December 2005 - Present
Ameriprise Financial Services, Inc. April 2003 - November 2005
Adjusting Service of Hawaii July 1999 - May 2002
Skills
Insurance, Billing, Employee Benefits, Cold Calling, Health Insurance, Inside Sales, Sales Process, Sales Operations, Sales Support
Education
University of Hawaii at Manoa 1993 — 1997
BA, Sociology
DWS Investments February 2008 - Present
Ameriprise Financial Services, Inc. June 2006 - January 2008
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. August 1992 - Present
Correctional Medical Systems Inc. 1988 - 1992
Spectrum Emergency Care 1980 - 1988
C.J. Schlosser & Co. December 1978 - 1980
Deloitte May 1977 - December 1978
Education
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Science (B.S.), Accountancy
Ameriprise Financial Services, Inc. August 1991 - Present
Education
Mililani High School 1979 — 1983
Bachelor of Arts Economics, University of Hawaii
University of Hawaii at Manoa
BA, Economics
Ameriprise Financial Services, Inc. June 2012 - Present
Education
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor of Arts (B.A.), History
University of Illinois at Chicago
Master of Business Administration (M.B.A.), Finance & Marketing