Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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

Employee
Years
Job
Industry
Terence Marable, CNE Terence Marable, CNE Palos Park, Illinois Details
Terence Marable, CNE's Ameriprise Financial Services, Inc. Experience May 2011 - April 2014
Job Real Estate Broker at @properties
Industry Financial Services
Experience
@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

Megan Touton Megan Touton Gainesville, Florida Details
Megan Touton's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Transaction Analyst PREI
Industry Financial Services
Experience
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

Elizabeth Jee Elizabeth Jee Los Angeles, California Details
Elizabeth Jee's Ameriprise Financial Services, Inc. Experience June 2011 - December 2013
Job Actress
Industry Entertainment
Experience
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

Heather Link Heather Link Bettendorf, Iowa Details
Heather Link's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1999 - Present

Education
University of Iowa   1994 — 1998
B.B.A, Finance

Tim Patella Tim Patella Houston, Texas Area Details
Tim Patella's Ameriprise Financial Services, Inc. Experience October 2006 - October 2007
Job Senior Treasury Manager at Nabors Industries
Industry Oil & Energy
Experience
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

Bob Aulert Bob Aulert Greater Minneapolis-St. Paul Area Details
Bob Aulert's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Senior Data Architect at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
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

Bryan Rooney Bryan Rooney Greater Chicago Area Details
Bryan Rooney's Ameriprise Financial Services, Inc. Experience June 2000 - August 2004
Job Relationship Manager, Vice President at Northern Trust
Industry Financial Services
Experience
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

Neeta Romot Neeta Romot Gainesville, Florida Details
Neeta Romot's Ameriprise Financial Services, Inc. Experience January 2009 - April 2010
Job Office Manager at Power Production Management, Inc.
Industry Financial Services
Experience
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

Lindsay Versage Lindsay Versage Palm Beach Gardens, Florida Details
Lindsay Versage's Ameriprise Financial Services, Inc. Experience September 2006 - October 2007
Job Vice President, Regional Operations & Service Manager
Industry Financial Services
Experience
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

Chris Ancheta Chris Ancheta Las Vegas, Nevada Area Details
Chris Ancheta's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Personal Lines Insurance Sales Agent at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
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

Gregg Konopaske, CFP® , CRPC®, APMA® Gregg Konopaske, CFP® , CRPC®, APMA® Washington D.C. Metro Area Details
Gregg Konopaske, CFP® , CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience April 2000 - April 2008
Job Private Wealth Advisor & Managing Director of KFA Private Wealth Group, an Amerprise Private Wealth Advisory Practice
Industry Financial Services
Experience
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

Steve Maiwurm Steve Maiwurm Greater Minneapolis-St. Paul Area Details
Steve Maiwurm's Ameriprise Financial Services, Inc. Experience December 2010 - April 2013
Job Program Management
Industry Information Technology and Services
Experience
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

Alika Garcia Alika Garcia Honolulu, Hawaii Details
Alika Garcia's Ameriprise Financial Services, Inc. Experience August 1995 - Present
Job Financial Advisor, Ho'ea Wealth Advisory Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1995 - Present

Education
University of Hawaii at Manoa
Bachelor's degree, Economics

Meloni Davis Meloni Davis Houston, Texas Details
Meloni Davis's Ameriprise Financial Services, Inc. Experience April 2003 - October 2006
Job Private Banking Officer at Frost Bank
Industry Financial Services
Experience
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

Ryan Petrosky Ryan Petrosky Litchfield, Illinois Details
Ryan Petrosky's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

James Argoudelis James Argoudelis Urbana-Champaign, Illinois Area Details
James Argoudelis's Ameriprise Financial Services, Inc. Experience November 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1999 - Present

Education
University of Illinois at Urbana-Champaign   1994 — 1997
BS, Agricultural Economics

Centennial High School

David Helfand David Helfand Highland Park, Illinois Details
David Helfand's Ameriprise Financial Services, Inc. Experience May 1995 - Present
Job Financial Advisor, Associate Manager, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Leonard Lewicki JD, CFP®, ChFC®, CLU® Leonard Lewicki JD, CFP®, ChFC®, CLU® Seattle, Washington Details
Leonard Lewicki JD, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience January 1992 - June 2014
Job Board Member at Artist Trust
Industry Financial Services
Experience
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

Tara Wentzel Tara Wentzel Greater Minneapolis-St. Paul Area Details
Tara Wentzel's Ameriprise Financial Services, Inc. Experience October 2011 - November 2014
Job
Industry Program Development
Experience
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

Phillip MacDougall Phillip MacDougall Greater Minneapolis-St. Paul Area Details
Phillip MacDougall's Ameriprise Financial Services, Inc. Experience November 2011 - May 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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.)

Nancy Guhit, MBA, CFP® Nancy Guhit, MBA, CFP® San Antonio, Texas Area Details
Nancy Guhit, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience July 1993 - Present
Job Financial Advisor at Mesquite Wealth Management Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1993 - Present

Education
University of Hawaii at Manoa   1986 — 1988
MBA, Finance

Wilkes University   1979 — 1981
BBA, Economics

Sree Gudapati Sree Gudapati Dallas/Fort Worth Area Details
Sree Gudapati's Ameriprise Financial Services, Inc. Experience August 2009 - January 2011
Job Program Manager, Scrum Master, Product Analyst
Industry Information Technology and Services
Experience
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

Kofo Akosile Kofo Akosile Sugar Land, Texas Details
Kofo Akosile's Ameriprise Financial Services, Inc. Experience December 2014 - May 2015
Job Undergraduate Economics student at University of Houston
Industry Financial Services
Experience
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

Victor D. Walker Victor D. Walker Houston, Texas Area Details
Victor D. Walker's Ameriprise Financial Services, Inc. Experience February 2009 - March 2012
Job Corporate & Securities Attorney at Law Office of Victor D. Walker, P.C.
Industry Law Practice
Experience
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

Peter Llanes Peter Llanes Troy, Michigan Details
Peter Llanes's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brianna Hanek Brianna Hanek Chicago, Illinois Details
Brianna Hanek's Ameriprise Financial Services, Inc. Experience July 2012 - March 2014
Job Portfolio Associate at Harris Associates
Industry Financial Services
Experience
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

Jason Roberts, CRPC Jason Roberts, CRPC Houston, Texas Details
Jason Roberts, CRPC's Ameriprise Financial Services, Inc. Experience October 1999 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1999 - Present

Education
University of Houston
Bachelor of Science (BS), Sociology

University of Northern Colorado   1990 — 1994
Economics

Vanessa Bailey Vanessa Bailey Greater Detroit Area Details
Vanessa Bailey's Ameriprise Financial Services, Inc. Experience January 2010 - May 2010
Job Associate Attorney at Kostopoulos Rodriguez, PLLC
Industry Law Practice
Experience
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

Douglas A. Boneparth Douglas A. Boneparth Greater New York City Area Details
Douglas A. Boneparth's Ameriprise Financial Services, Inc. Experience December 2005 - November 2012
Job Financial Advisor | Partner at Life and Wealth Planning, LLC
Industry Financial Services
Experience
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

Rita Auritt Rita Auritt Greater Philadelphia Area Details
Rita Auritt's Ameriprise Financial Services, Inc. Experience June 1988 - February 1993
Job Software Sales and Governance
Industry Internet
Experience
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

Alex Butters Alex Butters Los Angeles, California Details
Alex Butters's Ameriprise Financial Services, Inc. Experience June 2011 - February 2013
Job Compliance Analyst, National Planning Corporation
Industry Financial Services
Experience
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

Jennifer Weglarz Jennifer Weglarz Greater Minneapolis-St. Paul Area Details
Jennifer Weglarz's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Content Sourcing and Relationship Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Michael Bernberg, CRPC®, MBA Michael Bernberg, CRPC®, MBA Greater Chicago Area Details
Michael Bernberg, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor, Associate VicePresident Ameriprise Financial Services
Industry Financial Services
Experience
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

Angela Zimmerman Angela Zimmerman Philadelphia, Pennsylvania Details
Angela Zimmerman's Ameriprise Financial Services, Inc. Experience September 2010 - December 2011
Job IT Project Coordinator at Sparks Exhibits & Environments
Industry Marketing and Advertising
Experience
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

Elise Sereda Elise Sereda Greater Chicago Area Details
Elise Sereda's Ameriprise Financial Services, Inc. Experience July 2010 - October 2013
Job Director of Operations for Cantera Financial Associates at Thrivent Financial
Industry Financial Services
Experience
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

Walter Linington, MBA, CFP®, CRPC® Walter Linington, MBA, CFP®, CRPC® Tampa/St. Petersburg, Florida Area Details
Walter Linington, MBA, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience July 1993 - Present
Job
Industry Financial Services
Experience
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

Kelly Boyle Kelly Boyle Boca Raton, Florida Details
Kelly Boyle's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor | Senior Vice President, Boyle, Torres and Associates, at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Robert Incaprera, CFP® Robert Incaprera, CFP® Greater New Orleans Area Details
Robert Incaprera, CFP®'s Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Financial Advisor , Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2011 - Present
Morgan Stanley Smith Barney  January 1994 - January 2011

Education
University of Houston
BS

Adam Clemens Adam Clemens Lisle, Illinois Details
Adam Clemens's Ameriprise Financial Services, Inc. Experience October 2011 - March 2012
Job Internal Sales Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
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

John Tawfik John Tawfik Greater New York City Area Details
John Tawfik's Ameriprise Financial Services, Inc. Experience September 2006 - October 2009
Job Entrepreneur
Industry Restaurants
Experience
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

Aaron Bui Aaron Bui Grand Prairie, Texas Details
Aaron Bui's Ameriprise Financial Services, Inc. Experience January 2002 - October 2008
Job Managing Director / Inventor at Inspiraventus, LLC
Industry Construction
Experience
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

Denise O'Connor-Munsey, CFP® Denise O'Connor-Munsey, CFP® Mcpherson, Kansas Details
Denise O'Connor-Munsey, CFP®'s Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Christopher Lundon Christopher Lundon Greater Minneapolis-St. Paul Area Details
Christopher Lundon's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Software Engineer (.NET) at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
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

Brad Walsh Brad Walsh Greater Atlanta Area Details
Brad Walsh's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Financial Advisor at Bryant, Carrol & Associates
Industry Financial Services
Experience
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

Adam Jewett, CFP®, CLU®, ChFC®, CRPC® Adam Jewett, CFP®, CLU®, ChFC®, CRPC® Greater Boston Area Details
Adam Jewett, CFP®, CLU®, ChFC®, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2006 - November 2008
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
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

Brian Ott Brian Ott Suwanee, Georgia Details
Brian Ott's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Danielle Dwyer Danielle Dwyer Greater Denver Area Details
Danielle Dwyer's Ameriprise Financial Services, Inc. Experience December 2009 - Present
Job Manager, Franchise Recruitment and Engagement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Andrea Hare Andrea Hare Ocala, Florida Area Details
Andrea Hare's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jesse Saenz Jesse Saenz Houston, Texas Area Details
Jesse Saenz's Ameriprise Financial Services, Inc. Experience June 2006 - January 2010
Job Regional Vice President at Symetra Financial
Industry Financial Services
Experience
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

Grace Lowe, CFP® Grace Lowe, CFP® Peoria, Illinois Area Details
Grace Lowe, CFP®'s Ameriprise Financial Services, Inc. Experience February 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2008 - Present

Education
University of Illinois Springfield   2003 — 2006
Bachelor's

Mark Tabak, CRPC Mark Tabak, CRPC Greater Atlanta Area Details
Mark Tabak, CRPC's Ameriprise Financial Services, Inc. Experience January 1992 - Present
Job Financial Advisor, Chartered Retirement Planning Counselor
Industry Financial Services
Experience
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

NEIL CORAZA NEIL CORAZA Houston, Texas Area Details
NEIL CORAZA's Ameriprise Financial Services, Inc. Experience January 2007 - November 2007
Job Oracle Essbase Database Administrator
Industry Information Technology and Services
Experience
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

Brian Wilborn, CFP® Brian Wilborn, CFP® Owensboro, Kentucky Area Details
Brian Wilborn, CFP®'s Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
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

Jeffrey Boichat Jeffrey Boichat Providence, Rhode Island Area Details
Jeffrey Boichat's Ameriprise Financial Services, Inc. Experience 2008 - August 2009
Job Corporate Account Manager at Schneider Electric
Industry Information Technology and Services
Experience
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

Joseph Wojcik Joseph Wojcik Greater Chicago Area Details
Joseph Wojcik's Ameriprise Financial Services, Inc. Experience 2005 - Present
Job CFP® Private Wealth Advisor
Industry Financial Services
Experience
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

Richard D. Holdway, CFP, CRPC. Richard D. Holdway, CFP, CRPC. Palm Springs, California Details
Richard D. Holdway, CFP, CRPC.'s Ameriprise Financial Services, Inc. Experience September 1989 - Present
Job Financial Advisor, Palm Springs Financial Group a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1989 - Present

Skills
Ameriprise Financial...

Education
University of Hartford   1976 — 1980
BS, Business Administration

Hightstown High   1972 — 1976

Claudia Marban Claudia Marban Greater Chicago Area Details
Claudia Marban's Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job ChFC, CRPC, CLU,CASL Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Katherine Theisen Katherine Theisen Greater Chicago Area Details
Katherine Theisen's Ameriprise Financial Services, Inc. Experience September 2008 - September 2009
Job Personal Banker at Algonquin Bank & Trust, A Wintrust Community Bank
Industry Financial Services
Experience
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

Armand Prestidge CFP®, CRPC® Armand Prestidge CFP®, CRPC® Greater Chicago Area Details
Armand Prestidge CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2000 - Present

Education
University of Illinois at Urbana-Champaign - College of Business   1998 — 2000
BS, Finance

Gary Godfrey Gary Godfrey Cedar Rapids, Iowa Details
Gary Godfrey's Ameriprise Financial Services, Inc. Experience June 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

David Benning CIMA® CRPC® David Benning CIMA® CRPC® Greater Minneapolis-St. Paul Area Details
David Benning CIMA® CRPC®'s Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Sutton, Benning, and Mancell a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2001 - Present

Education
University of Illinois at Urbana-Champaign - College of Business   1997 — 2001
BS, Business Administration

Sara Franko Sara Franko Greater Chicago Area Details
Sara Franko's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Owner at Fit4Mom® Chicago Western Suburbs
Industry Health, Wellness and Fitness
Experience
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

Michael Dellaporta, Jr. Michael Dellaporta, Jr. Fort Lauderdale, Florida Details
Michael Dellaporta, Jr.'s Ameriprise Financial Services, Inc. Experience October 2010 - July 2015
Job Fusion Investment Analytics LLC
Industry Financial Services
Experience
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

Courtney Fuller-Tome Courtney Fuller-Tome Greater Chicago Area Details
Courtney Fuller-Tome's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Sr. Field Operations Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jason Gonter, CFP® Jason Gonter, CFP® Greater Philadelphia Area Details
Jason Gonter, CFP®'s Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Managing Director/Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Christopher Cagadas Christopher Cagadas Greater Chicago Area Details
Christopher Cagadas's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor/ Franchise Owner at Ameriprise Financial Services, Inc. CA#0F91265
Industry Financial Services
Experience
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

Betsy Froebel Udal Betsy Froebel Udal Hartford, Connecticut Area Details
Betsy Froebel Udal's Ameriprise Financial Services, Inc. Experience June 2001 - Present
Job Player Relations at Travelers Championship
Industry Financial Services
Experience
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

Thomas C. Russell, CRPC Thomas C. Russell, CRPC Fort Wayne, Indiana Area Details
Thomas C. Russell, CRPC's Ameriprise Financial Services, Inc. Experience
Job Managing Director, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.  

Education
University of Illinois

Steve Chihos Steve Chihos Orlando, Florida Area Details
Steve Chihos's Ameriprise Financial Services, Inc. Experience 2011 - 2011
Job Organizational Change Leader at theBigRocks
Industry Management Consulting
Experience
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

James Frankowski James Frankowski Houston, Texas Details
James Frankowski's Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kyle Michel Kyle Michel Washington, District Of Columbia Details
Kyle Michel's Ameriprise Financial Services, Inc. Experience September 2013 - December 2013
Job Competitive Intelligence Maven at TrackMaven
Industry Marketing and Advertising
Experience
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)

Sarah Sivers Sarah Sivers Houston, Texas Area Details
Sarah Sivers's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Operations Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present

Education
University of Houston   2007 — 2010
European History

Jonathan Cimmino Jonathan Cimmino Hartford, Connecticut Details
Jonathan Cimmino's Ameriprise Financial Services, Inc. Experience 2007 - 2007
Job Manager, Financial Specialist at Travelers
Industry Insurance
Experience
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

Haley (Braun) Lelah Haley (Braun) Lelah Chicago, Illinois Details
Haley (Braun) Lelah's Ameriprise Financial Services, Inc. Experience June 2005 - August 2005
Job Attorney Recruiting Coordinator at McGuireWoods
Industry Legal Services
Experience
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

Ryan Alston Ryan Alston Dade City, Florida Details
Ryan Alston's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present

Education
University of Florida
Bachelor of Science (B.S.)

Jeff Huddleston Jeff Huddleston Chicago, Illinois Details
Jeff Huddleston's Ameriprise Financial Services, Inc. Experience December 2011 - June 2013
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
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

Phillip Owens Phillip Owens Spring, Texas Details
Phillip Owens's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Ameriprise Financial Services Inc. Financial Advisor, MBA, CRPC®, CERTIFIED FINANCIAL PLANNER™ professional.
Industry Financial Services
Experience
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

Joe Zender Joe Zender Inver Grove Heights, Minnesota Details
Joe Zender's Ameriprise Financial Services, Inc. Experience May 2015 - August 2015
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Justin Ching Justin Ching Honolulu, Hawaii Details
Justin Ching's Ameriprise Financial Services, Inc. Experience 2008 - 2008
Job Workforce Management Specialist at Hawaiian Telcom
Industry Telecommunications
Experience
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

Sean O'Shea, CFP®, CRPC®, PPC Sean O'Shea, CFP®, CRPC®, PPC Greater Chicago Area Details
Sean O'Shea, CFP®, CRPC®, PPC's Ameriprise Financial Services, Inc. Experience 2007 - March 2012
Job Wealth Management Consultant at Hallberg Financial Services, LLC
Industry Financial Services
Experience
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

Ethan Hoinacki Ethan Hoinacki Peoria, Illinois Area Details
Ethan Hoinacki's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Business Development Director at Midwest Wealth Planning
Industry Financial Services
Experience
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

Sarthak Grover Sarthak Grover San Francisco Bay Area Details
Sarthak Grover's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Resident Advisor at University of Illinois | Consultant at Illinois Business Consulting
Industry Biotechnology
Experience
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

Torri Van Zee Torri Van Zee Des Moines, Iowa Area Details
Torri Van Zee's Ameriprise Financial Services, Inc. Experience 2010 - 2010
Job Marketing Director at Dynasty Partners
Industry Real Estate
Experience
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

Christopher Frain CWS® Christopher Frain CWS® Greater Chicago Area Details
Christopher Frain CWS®'s Ameriprise Financial Services, Inc. Experience May 2012 - August 2013
Job Financial Advisor at Lakeside Wealth Management
Industry Financial Services
Experience
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

Alisha Harrison, MBA Alisha Harrison, MBA Greater Minneapolis-St. Paul Area Details
Alisha Harrison, MBA's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Senior Marketing Research Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
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

Dustin McArthur Dustin McArthur Atlanta, Georgia Details
Dustin McArthur's Ameriprise Financial Services, Inc. Experience August 2004 - August 2006
Job Personal Financial Planning & Investment Advice
Industry Financial Services
Experience
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
Bachelor’s Degree, Finance

University of Georgia - Terry College of Business
Executive Program for CFP

Patrick Lange Patrick Lange Horseshoe Beach, Florida Details
Patrick Lange's Ameriprise Financial Services, Inc. Experience September 1997 - May 2009
Job Business Broker at Century 21 Aztec & Associates
Industry Commercial Real Estate
Experience
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

Taylor How Taylor How Chicago, Illinois Details
Taylor How's Ameriprise Financial Services, Inc. Experience June 2005 - August 2006
Job Client Manager at Nielsen
Industry Information Services
Experience
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

Alicia B. Kacic Alicia B. Kacic Greater Chicago Area Details
Alicia B. Kacic's Ameriprise Financial Services, Inc. Experience July 2005 - June 2006
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Travis Payne, CFP®, CLU Travis Payne, CFP®, CLU Atlanta, Georgia Details
Travis Payne, CFP®, CLU's Ameriprise Financial Services, Inc. Experience December 2005 - April 2006
Job Financial Planner at Capstone Financial
Industry Financial Services
Experience
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

Leonard Ebot Leonard Ebot Houston, Texas Area Details
Leonard Ebot's Ameriprise Financial Services, Inc. Experience July 2004 - August 2005
Job QHSE Specialist at Sodexo
Industry Management Consulting
Experience
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

Mark Andrysiak Mark Andrysiak Burlington, Vermont Area Details
Mark Andrysiak's Ameriprise Financial Services, Inc. Experience November 2007 - June 2009
Job Director: Regulatory Compliance at Equity Services, Inc.
Industry Financial Services
Experience
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

Stefan Pastor Stefan Pastor Miami/Fort Lauderdale Area Details
Stefan Pastor's Ameriprise Financial Services, Inc. Experience September 2006 - January 2011
Job Financial Planner at Provenance Wealth Advisors
Industry Financial Services
Experience
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

Kristopher Ross Kristopher Ross Greater Chicago Area Details
Kristopher Ross's Ameriprise Financial Services, Inc. Experience October 2004 - October 2006
Job
Industry Information Technology and Services
Experience
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

Darren Ferris Darren Ferris Greater Chicago Area Details
Darren Ferris's Ameriprise Financial Services, Inc. Experience 1993 - 1995
Job Senior Relationship Manager
Industry Entertainment
Experience
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

Audrey Quaye Audrey Quaye Raleigh-Durham, North Carolina Area Details
Audrey Quaye's Ameriprise Financial Services, Inc. Experience December 2003 - August 2006
Job Private Tutor at WyzAnt Tutoring
Industry Management Consulting
Experience
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

Jennifer Taub Jennifer Taub Miami/Fort Lauderdale Area Details
Jennifer Taub's Ameriprise Financial Services, Inc. Experience June 2004 - June 2009
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
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

Dennis Friedman Dennis Friedman Greater Minneapolis-St. Paul Area Details
Dennis Friedman's Ameriprise Financial Services, Inc. Experience May 1982 - May 2000
Job SoftEdge Capital
Industry Investment Banking
Experience
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

Nathan Helms CFP CRPC Nathan Helms CFP CRPC Tampa/St. Petersburg, Florida Area Details
Nathan Helms CFP CRPC's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
LPL Financial  April 2008 - February 2014

Education
University of Florida   2004 — 2006
BA, Finance

Finch David Finch David Greater Minneapolis-St. Paul Area Details
Finch David's Ameriprise Financial Services, Inc. Experience May 2004 - Present
Job Associate Vice president of Investments at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   May 2004 - Present
Wachovia Securities  1999 - 2004

Education
University of Iowa   1985 — 1989
BBA, Business

Heather Menster Heather Menster Richmond, Virginia Area Details
Heather Menster's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Ameriprise Financial  April 2008 - November 2013

Education
University of Florida   2003 — 2007
Bachelor of Arts (BA), History

John Winans John Winans Litchfield, Illinois Details
John Winans's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

John Schubert, CFP® John Schubert, CFP® Greater Minneapolis-St. Paul Area Details
John Schubert, CFP®'s Ameriprise Financial Services, Inc. Experience 1985 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Vern Ehlers Jr, AWMA®, CRPC® Vern Ehlers Jr, AWMA®, CRPC® Greater Chicago Area Details
Vern Ehlers Jr, AWMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2005 - July 2011
Job Ameriprise Financial
Industry Financial Services
Experience
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

Raya Kulkarni Raya Kulkarni Houston, Texas Area Details
Raya Kulkarni's Ameriprise Financial Services, Inc. Experience 2002 - March 2010
Job Private Wealth Advisor at Sunbelt Securities
Industry Financial Services
Experience
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

Don Maruyama CFP® Don Maruyama CFP® Greater Chicago Area Details
Don Maruyama CFP®'s Ameriprise Financial Services, Inc. Experience February 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1987 - Present

Education
University of Illinois at Urbana-Champaign   1970 — 1974
B.S.

Ms. Raj Lahoti, M.S. Ms. Raj Lahoti, M.S. Sugar Land, Texas Details
Ms. Raj Lahoti, M.S.'s Ameriprise Financial Services, Inc. Experience June 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Stephen Ridgely Stephen Ridgely Miami/Fort Lauderdale Area Details
Stephen Ridgely's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Alicia (Maron) Watkins Alicia (Maron) Watkins Athens, Georgia Area Details
Alicia (Maron) Watkins's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Business Development Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Thomas Rabe Thomas Rabe Gainesville, Florida Area Details
Thomas Rabe's Ameriprise Financial Services, Inc. Experience March 2005 - February 2006
Job at
Industry Retail
Experience
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

Sach Trivedi,CFA,CIMA Sach Trivedi,CFA,CIMA Orlando, Florida Area Details
Sach Trivedi,CFA,CIMA's Ameriprise Financial Services, Inc. Experience 2005 - 2005
Job VP Private Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
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

Edward Cruz Edward Cruz Houston, Texas Area Details
Edward Cruz's Ameriprise Financial Services, Inc. Experience April 2006 - April 2008
Job Associate Planned Giving Director at The Salvation Army
Industry Philanthropy
Experience
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

Athena (Hydes) Squyres Athena (Hydes) Squyres Houston, Texas Area Details
Athena (Hydes) Squyres's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Francis Neruda Francis Neruda Greater San Diego Area Details
Francis Neruda's Ameriprise Financial Services, Inc. Experience August 2009 - September 2013
Job Financial Advisor at Ameriprise Financial Services, Inc. CA Insurance License # 0H32357
Industry Financial Services
Experience
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

David Barten David Barten Greater Minneapolis-St. Paul Area Details
David Barten's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Director at Ameriprise Financial
Industry Financial Services
Experience
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

Aaron Roosa Aaron Roosa Minneapolis, Minnesota Details
Aaron Roosa's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Senior Customer Professional II Licensed at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Chris Korban Chris Korban Urbana-Champaign, Illinois Area Details
Chris Korban's Ameriprise Financial Services, Inc. Experience November 2007 - May 2008
Job Staff Accountant at Martin Hood Friese & Associates
Industry Accounting
Experience
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

Juan Carlos Marban Juan Carlos Marban Greater Chicago Area Details
Juan Carlos Marban's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Business Operations Manager with the practice of Claudia Marban & Associates Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Tony Gebben Tony Gebben Greater Chicago Area Details
Tony Gebben's Ameriprise Financial Services, Inc. Experience June 2006 - March 2007
Job Unit Trust Syndicate and Underwriting Senior Specialist at Invesco Unit Trusts
Industry Investment Management
Experience
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

Carly McAnelly Carly McAnelly Greater New York City Area Details
Carly McAnelly's Ameriprise Financial Services, Inc. Experience January 2007 - October 2008
Job IT/Web Design
Industry Arts and Crafts
Experience
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

R Lee Stump R Lee Stump Greater New York City Area Details
R Lee Stump's Ameriprise Financial Services, Inc. Experience June 1996 - Present
Job Director, Franchise Engagement & Implementation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Dave Lawrentz Dave Lawrentz Ann Arbor, Michigan Details
Dave Lawrentz's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
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

Sarah Nielson Sarah Nielson Honolulu, Hawaii Details
Sarah Nielson's Ameriprise Financial Services, Inc. Experience April 2003 - November 2005
Job Account Manager at Time Warner Cable
Industry Telecommunications
Experience
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

Anthony Cassello Anthony Cassello Chicago, Illinois Details
Anthony Cassello's Ameriprise Financial Services, Inc. Experience June 2006 - January 2008
Job Senior Regional Sales Representative at DWS Investments
Industry Investment Management
Experience
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

Brad Stiegemeier Brad Stiegemeier Saint Louis, Missouri Details
Brad Stiegemeier's Ameriprise Financial Services, Inc. Experience August 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brian Iha Brian Iha Honolulu, Hawaii Details
Brian Iha's Ameriprise Financial Services, Inc. Experience August 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Mickey Bernberg Mickey Bernberg United States Details
Mickey Bernberg's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job
Industry
Experience
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

Similar Companies