Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
ITR Mobility March 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - March 2013
ITR Mobility January 2010 - December 2011
PeopleNet Corporation January 2007 - September 2009
IBM November 2005 - August 2006
Medtronic January 2003 - December 2004
Emerson Process Management February 2001 - June 2002
Rockwell Automation February 2000 - February 2001
Key Teknowledgy Corp 1997 - 1998
Skills
.NET CLR, .NET, Mono, C#, iPhone Application..., Android Development, Published Author, Windows Mobile, UML, Database Design, RESTful WebServices, RESTful architecture, Financial Services, Medical Devices, Medical Software..., iPad Developer, JSON, XML, Web Services, SOA, Medical Software, Agile Methodologies, Android, Mobile Applications, Software Engineering
Education
Bethel University 1995 — 2005
Bachelor of Arts, Organizational Leadership
Sun Life Financial September 2015 - Present
Sun Life Financial June 2015 - September 2015
Sun Life Financial July 2014 - June 2015
Ameriprise Financial Services, Inc. August 2013 - July 2014
Ameriprise Financial Services, Inc. September 2012 - May 2013
The Hartford May 2012 - August 2012
Ameriprise Financial Services, Inc, Gagliardi & Associates June 2011 - August 2012
Toychest August 2007 - January 2012
Michael Christopher's Bistro May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, SPSS, Facebook, Access, Financial Analysis, QuickBooks, Lotus Notes, Time Management, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science, Management
Lorenzo De'Medici 2011 — 2012
Scottrade December 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Shawmut Design and Construction July 2012 - April 2013
Fidelity Investments June 2011 - August 2011
Bentley University January 2010 - May 2011
Blue Line Sports September 2006 - April 2007
Skills
Sales, Marketing, Management, Finance, Leadership, Investments, Series 7, Financial Analysis, Microsoft Excel, Competitive Analysis, Business Analysis, Program Management, Salesforce.com, Relationship Management, Building Relationships, Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint
Education
Bentley University 2008 — 2012
BS in Finance, Minor in Law
TD January 2013 - Present
State Street June 2011 - January 2013
NetCracker February 2011 - July 2011
Ameriprise Financial Services, Inc. October 2009 - May 2010
Skills
Bloomberg, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Microsoft Excel, Equities, Financial Statements, Financial Accounting, Access, Microsoft Office, PowerPoint, Corporate Actions, Teamwork
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance, Liberal Studies, Minor- Law, 3.51
East Longmeadow High School 2003 — 2007
3.7
Ameriprise Financial Services, Inc. 2003 - Present
Education
Bentley University 1999 — 2003
Bacelor of Science, Finance
Nowich Free Academy
Volkswagen Group of America September 2014 - Present
Volkswagen Group of America July 2013 - September 2014
Kelly Services March 2012 - July 2013
American Music Environments January 2010 - March 2012
Hewlett-Packard April 2008 - December 2009
Hewlett-Packard April 2007 - April 2008
Ameriprise Financial Services, Inc. May 2005 - September 2005
Education
Walsh College of Accountancy and Business Administration 2008 — 2011
Masters of Business Administration, Finance
Bentley University 2002 — 2006
Bachelor of Science, Finance
Siguler Guff & Company November 2014 - Present
PwC August 2011 - November 2014
PwC January 2011 - August 2011
Ameriprise Financial Services, Inc. January 2008 - August 2010
Skills
Tax Research, Tax Accounting, GoSystems, Corporate Tax, Hedge Funds, Accounting, Financial Analysis, Financial Accounting, Tax Returns, Strategic Financial..., Tax, Financial Planning, Tax Planning, Private Equity, Microsoft Excel, Asset Management, Financial Services, Financial Reporting
Education
Bentley University 2006 — 2010
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. June 2014 - Present
AXA Advisors December 2010 - June 2014
Park Avenue Securities April 2006 - December 2010
MetLife November 1999 - April 2006
State Street June 1990 - November 1999
Mullen & Company, CPA's 1988 - 1990
East Weymouth Savings 1985 - 1985
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
Masters, Finance
Bentley University 1983 — 1987
BS, Accountancy
Weymouth South 1980 — 1983
Ameriprise Financial Services, Inc. October 2010 - Present
Ameriprise Financial July 2000 - October 2010
American Express Financial Advisors 1999 - 2000
Education
Benedictine University 1991 — 1993
MBA, Finance, Organizational Behavior
Wheaton College 1980 — 1984
B.S., Education
North Andover High School 1976 — 1980
Ameriprise Financial Services, Inc. November 2013 - Present
Food Network Magazine April 2012 - June 2012
Emilio Ristorante June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Time Management, Public Speaking, Outlook, Leadership, Social Networking
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Corporate Finance and Accounting, Junior
Blind Brook High School 2008 — 2012
Banco Popular de Puerto Rico 2015 - Present
Office of Management and Budget November 2013 - November 2014
Office of Management and Budget January 2013 - November 2013
Guzman Torres Castro & Díaz PSC April 2012 - December 2012
Guzman Torres Castro & Díaz PSC August 2011 - March 2012
Ameriprise Financial Services, Inc. September 2009 - December 2009
Scherrer Hernández & Co June 2008 - August 2008
Skills
Policy Analysis, Microsoft Excel, Spanish, Research, Social Media, Management, Public Relations, Financial Analysis, Analysis, Social Media Marketing, Nonprofits, Bloomberg Software, Microsoft Word, PowerPoint, Peachtree, SAS, Stata, Crystal Ball, FactSet, FASB
Education
Bentley University 2010 — 2011
Masters of Science, Finance
Bentley University 2009 — 2011
Masters in Business Administration, Masters of Science in Finance
Bentley University 2005 — 2009
Bachelor of Science (BS), Corporate Finance and Accounting
The London School of Economics and Political Science (LSE) 2007 — 2007
Study Abroad Program
Bose Corporation September 2014 - Present
Bose Corporation August 2013 - August 2014
Travelers June 2012 - August 2012
athenahealth January 2012 - May 2012
Ameriprise Financial Services, Inc. March 2011 - September 2011
Bentley University September 2009 - May 2011
Skills
SharePoint, Business Analysis, ABAP, SAP, Smartforms, Business Objects, ABAP-OO, Microsoft Excel, Microsoft Word, PowerPoint, Access, HTML, JavaScript, Computer Information..., Analytics, Visio, Data Analysis, SQL, Microsoft Office, Outlook, Java, Social Media, Windows, OneNote, Customer Service, Microsoft SQL Server, Pivot Tables, Business Intelligence, SDLC, Team Leadership, Project Management, Process Modeling, Requirements Gathering, Requirements Analysis, Oracle, Training, Databases, Analytical Skills, Systems Analysis, ERP, Scrum
Education
Bentley University 2009 — 2013
BS, Computer and Information Systems, 3.71
Partners HealthCare September 2015 - Present
Bentley University Human Resources Department May 2014 - Present
NYSE July 2015 - August 2015
AppNeta March 2015 - June 2015
Ameriprise Financial Services, Inc. January 2014 - August 2014
Hearth 'n Kettle May 2013 - August 2013
The Blue Line at Bentley University February 2013 - May 2013
Athena's Diner February 2011 - August 2012
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), IDCC and Liberal Studies, Junior
Lorenzo de' Medici Institute 2014 — 2014
Study Abroad Program, Junior
ImprovBoston
Improv
Bellows Free Academy 2008 — 2012
IMCA Capital July 2015 - Present
IMCA Capital October 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - June 2014
Bentley University January 2013 - May 2014
City Year August 2011 - June 2012
Collegiate Entrepreneurs September 2009 - June 2010
Skills
Program Management, SPSS, Personal Finance, Data Analysis, Microsoft Office, Entrepreneurship, Customer Service, Nonprofits, Microsoft Excel, Fundraising, Training, Social Media, Access, Grant Writing, SAP, Bloomberg Terminal, Morningstar, Salesforce.com, FactSet, Share Class Analyzer, Insurance Reprojections
Education
Bentley University
Bachelor of Applied Science (BASc), Finance
PwC August 2015 - Present
PwC August 2014 - August 2015
Dassault Systèmes August 2013 - April 2014
Protiviti June 2013 - August 2013
Dassault Systemes October 2012 - June 2013
State Street June 2012 - August 2012
Ameriprise Financial Services, Inc. November 2011 - May 2012
Normandy Farms Campground March 2007 - August 2011
Skills
Microsoft Excel, Accounts Payable, Microsoft Office, Bloomberg, Microsoft Word, Outlook, MCH, Capital Budgeting, Leasing, Equities, Finance, Customer Service, Financial Advisory, Tax, Internal Audit
Education
Bentley University 2010 — 2014
Bachelor's Degree, Corporate Finance and Accounting
Bishop Feehan High School 2006 — 2010
Ameriprise Financial Services, Inc. April 2012 - Present
US Navy August 2001 - April 2009
Education
Bemidji State University 2009 — 2011
Bachelor's of Science, Business Administration
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Federal Reserve Bank of Chicago June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
Morgan Stanley May 2011 - May 2011
Skills
JavaScript, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Teamwork, Leadership, Metadata, Databases, Data Management, Social Media, Data Analysis, Facebook, Access
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Computer Information Systems
Geneva Community High School 2006 — 2010
High School Diploma
Ameriprise Financial Services, Inc. May 2012 - Present
Education
Bemidji State University 2008 — 2011
Bachelor of Science, Business Administration
Crosby-Ironton High School 2000 — 2006
Epsilon February 2015 - Present
Epsilon February 2014 - January 2015
Nessen Kohlasch & Associates, Inc June 2012 - January 2014
Gustavo Preston Company, Inc. June 2011 - January 2014
Bentley University September 2010 - December 2013
Fossil May 2013 - September 2013
Ameriprise Financial Services, Inc. August 2011 - July 2012
Delta Phi Epsilon - Epsilon Tau Chapter December 2011 - June 2012
Owen Motors December 2009 - August 2011
Skills
Microsoft Office Suite, ACT, ESC, Navision, Final Cut Pro, Advisor Compass, Remote Desktop..., Contact Management, RFM Analysis, LTV Analysis, Microsoft Office, Analysis, Data Entry, RFM, Event Planning, Customer Service, Marketing, Management, Leadership, Microsoft Excel, Program Management, Access, Advertising, Budgets, Sales, Social Media Marketing, Social Networking, Terminal Services
Education
Bentley University 2014 — 2017
Master of Business Administration (MBA), Information Systems & Technology
Bentley University 2010 — 2013
Undergrad, Marketing, Management, 3.51
Westwood High School 2006 — 2010
Graduate, General Education
Ameriprise Financial Services, Inc. June 2005 - Present
Education
Bentley College 2001 — 2005
Bachelor of Science (BS), Finance
Ameriprise Financial Services, Inc. November 2002 - Present
Education
College for Financial Planning 2010 — 2012
CERTIFIED FINANCIAL PLANNER
College for Financial Planning 2006 — 2006
Chartered Retirement Planning Counselor
Bethel University 1998 — 2002
BA, Business - Finance
Ameriprise Financial Services, Inc. March 2014 - Present
LPL Financial June 2011 - March 2014
Private Advisor Group, LLC June 2011 - March 2014
Price Financial Group September 2004 - March 2014
Verizon (fka NYNEX) September 1985 - January 1997
Coopers & Lybrand May 1982 - September 1985
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MS, Finance, Graduated Cum Laude
Bentley University 1978 — 1982
BS, Accounting
E3 Wealth Management December 2009 - Present
Ameriprise Financial Services, Inc. October 2004 - November 2009
Skills
Retirement Planning, Investments, Wealth Management, Retirement, Finance, Financial Advisory, Financial Planning, Series 7, Estate Planning, Financial Services
Education
Bentley University 2000 — 2004
B.S., Finance
Bentley Vanguard Newspaper June 2014 - Present
Wegmans Food Markets March 2009 - Present
Gearhead, Inc. July 2014 - September 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Elektrik Entertainment September 2012 - June 2013
Rochester Red Wings July 2011 - July 2011
WROC-TV June 2009 - February 2010
Skills
Proficient Typing Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sports Writing, Public Relations, Finance, Business, Interviewing Skills, Communication Skills, Social Media, Social Networking, Social Skills, Website Building, Website Updating, Friendly Personality, Sports Management
Education
Bentley University 2011 — 2015
Bachelor's Degree, Finance, General; Liberal Studies Major: Global Perspectives, Senior
McQuaid Jesuit High School 2007 — 2011
High School, General Studies
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services November 2012 - April 2014
Ameriprise Financial Services, Inc. August 2010 - November 2012
Ameriprise Financial Services, Inc.- Miller, Allen & Associates October 2008 - February 2010
Skills
Series 7, Strategic Financial..., Investments, Morningstar, Financial Analysis, Financial Modeling, Finance, Wealth Management, Financial Reporting, Asset Allocation
Education
Bentley University 2006 — 2009
Bachelor of Science (BS), Economics-Finance
Ameriprise Financial Services, Inc. May 2014 - Present
Preston Todd Advisors September 2014 - December 2014
Dedham Health and Athletic Complex December 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Leadership, Finance, Time Management, Outlook
Education
Bentley University 2012 — 2016
Xaverian Brothers High School
State Street June 2015 - Present
Epsilon June 2014 - August 2014
Ameriprise Financial Services, Inc. June 2013 - December 2013
UBS June 2013 - August 2013
Enfield Tennis Club June 2009 - September 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Investments, Management, Financial Analysis, Finance, Leadership, Microsoft Word, Risk Management, Customer Service, Outlook, Microsoft Office, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
Longmeadow High School 2007 — 2011
Diploma
Ameriprise Financial Services, Inc. May 2013 - April 2015
Plum Island Grille December 2011 - August 2014
Institution for Savings January 2012 - June 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Finance, Leadership, Microsoft Office, Teamwork, Outlook, Public Speaking, Social Media, Social Networking, Time Management
Education
Bentley University 2012 — 2016
Sun Life Financial July 2013 - Present
Sun Life Financial August 2010 - July 2013
Ameriprise Financial Services, Inc. September 2009 - February 2010
Primerica May 2009 - August 2009
UBS January 2008 - May 2008
Skills
Project Coordination, Business Process..., Microsoft Office, Process Simulation, Customer Loyalty..., Net Promoter Score, Building Customer..., Minitab, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Business Process, Process Improvement, Customer Service, Social Media
Education
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance and Accounting
Universidad de Navarra / University of Navarra 2008 — 2008
Corporate Finance and Accounting
Ameriprise Financial Services, Inc. January 2015 - Present
Larson Financial August 2014 - January 2015
Lewtan March 2000 - September 2014
Education
Bentley University 2013 — 2015
Masters of Science in Financial Planning, Financial Planning
Stonehill College 1995 — 1999
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. May 2011 - Present
TD Ameritrade June 2008 - May 2011
Ameriprise Financial June 2006 - June 2008
Wells Fargo January 2003 - May 2006
Hitching Post Motorsports March 2002 - September 2002
Morgan Stanley January 2000 - October 2001
Skills
Strategic Financial..., Sales, Investments, Retirement Planning, Finance, Retirement, LinkedIn, Salesforce.com, Financial Planning, Series 7, Insurance, CFP®, Increasing Revenue, Client Acquisition, Sales Coach, Marketing Strategy, Execution of Business..., Public Speaking, Separately Managed..., Unified Managed Accounts, Client Acquisition..., Closed-end Funds, Structured Notes, Portfolio Management, Social Media, Microsoft Office, Series 66, Uniform Combined State..., Hockey, ATV, Racing
Education
Bethel University 1995 — 1999
Psychology, Business
Guardian Life February 2014 - Present
Guardian Life November 2013 - Present
Pioneer Investments September 2013 - November 2013
Pioneer Investments October 2012 - November 2013
Gourmet Caterers 2008 - October 2013
Ameriprise Financial Services, Inc. August 2011 - September 2012
Boston Design Solutions May 2011 - September 2011
Skills
FINRA Series 7 License, Extensive use of..., Proficient in..., NH and MA Producer Life..., Series 7, Bloomberg, Mutual Funds, Morningstar, Microsoft Excel, Microsoft Office
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics-Finance
central catholic high school
State of Minnesota November 2013 - Present
Project Consulting Group January 2005 - Present
State of Minnesota March 2012 - September 2013
Ameriprise Financial Services, Inc. August 2011 - February 2012
State of Minnesota October 2009 - June 2011
Minnesota Dept. of Employment & Economic Development July 2009 - October 2009
Minnesota Courts Administration March 2009 - June 2009
Minnesota Department of Human Services August 2008 - March 2009
Bureau of Criminal Apprehension November 2004 - July 2008
GMAC-RFC 2002 - 2004
Skills
SDLC, Requirements Analysis, Business Process, Business Analysis, Agile Methodologies, IT Management, Software Project..., Analysis, Systems Analysis, Integration, Data Warehousing, IT Strategy, Business Requirements, Scrum, Requirements Gathering, Project Portfolio..., Business Intelligence, Enterprise Architecture, Business Process..., Strategy, Knowledge Management, Requirements Management, XML, Consulting, PMO, RUP, SharePoint, Visio, Data Modeling, Program Management, Vendor Management, Management, Architecture, Process Improvement, PMP, Agile Project Management, Governance, Six Sigma
Education
University of Minnesota - Carlson School of Management 1984 — 1988
MBA
Bethel University 1978 — 1982
BA
HB Fuller October 2013 - Present
CKMR February 2008 - Present
Cargill April 2013 - October 2013
HB Fuller November 2012 - March 2013
Ameriprise Financial Services, Inc. September 2011 - August 2012
Accenture March 2011 - September 2011
Best Buy September 2008 - December 2010
IBM Global Business Services December 2006 - August 2008
TEKsystems March 2006 - December 2006
TEKsystems August 1999 - December 2006
Skills
Perl, VBScript, Batch Processing, Team Leadership, Project Management, Server Administration, Automation, DNS, Data Center, VMware, Windows Server, Operating Systems, Troubleshooting, Citrix, Firewalls, Linux
Education
Bethel University 1990 — 1994
B.A., Physical Education K-12
The Lake Group May 2014 - Present
The Lake Group October 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - October 2013
Support Insurance Systems October 2011 - October 2012
Support Financial Resources, Inc October 2011 - October 2012
Skills
Insurance, New Business Development, Strategic Planning, Sales Management, Property & Casualty..., Risk Management, Marketing Strategy, Business Development, Public Speaking, Underwriting, Team Building, Banking, Management Consulting, Event Management, Client Relations Skills, Customer Service, Marketing, Management, CRM, Finance, Strategic Financial..., Leadership, Client Relations, Financial Planning, Social Media, Sales, Public Relations, Event Planning, Social Media Marketing, Social Networking, Negotiation, Small Business
Education
Berea College 1995 — 1998
Hondros College of Business
Tyco SimplexGrinnell July 2015 - Present
Dassault Systemes January 2014 - June 2015
Cheerfactor Gym August 2006 - May 2014
Dassault Systemes October 2012 - January 2014
Radio 92.9 March 2010 - February 2013
Ameriprise Financial Services, Inc. May 2011 - August 2012
Stop & Shop June 2009 - August 2010
Skills
Social Media, Customer Service, Marketing, Public Speaking, Word, PowerPoint, Excel, Teamwork, Microsoft Office, Outlook, Promotions, PeopleSoft, Bloomberg, Final Cut Pro, Microsoft Excel, Access, Blogging, Microsoft Word, Management, Financial Analysis, Finance, Time Management, Accounting, Facebook, Social Networking
Education
Bentley University 2010 — 2014
BS, Corporate Finance & Accounting
Millis High School 2006 — 2010
Ameriprise Financial Services, Inc. April 2012 - Present
DecoPac, Inc. August 2006 - April 2012
Skills
Customer Service, Microsoft Word, Microsoft Excel, Lotus Notes, SSD, Customer Oriented, Customer Satisfaction, Banking, Technical Support, Windows, Problem Solving, Financial Services
Education
Bemidji State University 2008 — 2011
Elementary Education K-8
Central Lakes College 2001 — 2003
AA Degree, Generals
Pequot Lakes High School
Ameriprise Financial Services, Inc. September 2013 - December 2014
Brophy Wealth Management July 2012 - September 2013
Normand and Associates June 2013 - August 2013
Skills
Social Media, Microsoft Office, Group Work, Project Management, Individual Work, Computer Proficiency, CRM databases, Microsoft Excel
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Managerial Economics and History Minor
Holy Family Academy 2007 — 2011
PwC July 2014 - Present
PricewaterhouseCoopers March 2009 - July 2014
Bentley University October 2007 - February 2008
Ameriprise Financial Services, Inc. May 2006 - November 2006
Skills
Management Consulting, Financial Analysis, Financial Reporting, Data Analysis, Process Improvement, Internal Controls, Hyperion Enterprise
Education
Bentley University 2005 — 2008
Bachelor of Science, Computer Information Systems, Finance Minor
Ameriprise Financial Services, Inc. February 2011 - Present
Merrill Lynch 2005 - 2011
Skills
Ethical Character, Attention to Detail, Client Management, Small Business Planning, Relationship, Insurance Broker/Agent, Strategic Partnerships, Customer Service, Business Planning, Protection Planning, Diligence, Education Planning, Client Relationships, Responsiveness
Education
Pace University 1984 — 1987
MBA, Financial Management
Bentley University 1974 — 1978
BS, Accounting
Ameriprise Financial Services, Inc. April 1995 - Present
Hallmark Cards 1977 - January 1995
Education
University of Kansas - Graduate School of Business 1976 — 1977
MS, Accounting
Benedictine College 1970 — 1974
BA, Accounting
American Security & Investigations December 2010 - Present
ABM Industries December 2009 - December 2010
Minneapolis Downtown Improvement District 2009 - 2009
Ameriprise Financial Services, Inc. 2006 - 2009
American Express Financial Advisors 1998 - 2005
Skills
Security Management, Business Continuity, Emergency Procedures, Training, Project Management, Security Operations, Crisis Management, Executive Protection, Leadership, Security, Corporate Security, Emergency Management, Security Training, Access Control, Protection, Enforcement, First Aid, Private Investigations, CCTV, Surveillance, Background Checks, Investigation, Asset Protection, Law Enforcement
Education
Bethel University 2013 — 2015
Master of Business Administration (M.B.A.)
National Academies of Emergency Dispatch 2007 — 2007
Certificate
Disaster Recovery International 2005 — 2005
Associate Business Continutiy Professional
Minneapolis Fire Department 2004 — 2004
CERT Train the trainer
Reid International 2004 — 2004
Reid Interrogation Training
Concordia University-St. Paul
Bachelor of Arts
PACOM Training Center
Pacom Field Technician raining
Teachers Credit Union August 2011 - Present
Ameriprise Financial Services, Inc. September 2008 - August 2011
Martin County School District August 2007 - June 2008
Education
Bethel College 2002 — 2006
Ameriprise Financial Services, Inc. April 2011 - Present
Smiths Group plc 2009 - 2010
Smiths Group plc 2009 - 2009
Smiths Group plc 2008 - 2009
Smiths Group plc 2004 - 2008
Smiths Group plc 1992 - 2004
Northgate Computer Systems 1991 - 1992
Abbott Northwestern Hospital 1982 - 1991
Skills
Change Management, Security, ITIL, IT Management, Business Analysis, Project Management, Process Improvement, Program Management, IT Strategy, PMO, Software Project..., Leadership, IT Operations, Data Center, Outsourcing, Strategy, Team Management, Networking, Vendor Management, Management, Information Technology, Call Centers, Strategic Planning, IT Service Management, Infrastructure, Integration, Cloud Computing, PMP, Project Portfolio...
Education
Bethel University 1971 — 1975
BA, Speech Communication
Ameriprise Financial Services, Inc. February 2010 - Present
RBC Capital Markets February 2007 - August 2009
Piper Jaffray December 1985 - August 2006
Piper Jaffray March 1997 - January 2000
Education
Bethel University 2010 — 2011
Organizational Leadership
University of Minnesota-Twin Cities
Social Work/Liberal Arts
St. Onge Orchids January 2013 - Present
International Business Solutions - IBS April 2003 - Present
Olson-Schwartz August 2013 - July 2015
Ascensus August 2010 - August 2013
Ameriprise Financial Services, Inc. January 2006 - August 2010
Skills
Insurance, Coaching, Retirement Planning, Mutual Funds, Strategic Financial..., Series 7, Retirement, Estate Planning, Asset Allocation, Securities, Investment Strategies, Series 63, Finance, Disability Insurance, Pensions, Fixed Annuities, Asset Management, Instructor-led Training, IRAs, Roth IRA, SEP IRA, Simple IRA, FINRA, Life Insurance
Education
Institute of Certified Bankers 2012 — 2012
Certified IRA Services Professional (CISP)
Kaplan University 2003 — 2004
Finance and Financial Management Services
University of Minnesota-Twin Cities 1987 — 1990
Bachelor of Science
Bemidji State University 1985 — 1987
Associates
Meketa Investment Group July 2014 - Present
Meketa Investment Group March 2013 - June 2014
Putnam Investments June 2012 - March 2013
Ameriprise Financial Services, Inc. April 2012 - June 2012
Skills
Bloomberg Terminal, Reuters, Data Analysis, Research, Client Service Oriented, Investments, Fixed Income, Equities, Access, Finance, Investment Strategies, Microsoft Excel, Financial Analysis, Portfolio Management, Asset Management
Education
Bentley University 2008 — 2012
Bachelor's, Economics and Finance
Ameriprise Financial Services, Inc. May 2015 - Present
Pilgrim Day Camp June 2011 - Present
Skills
Microsoft Excel, Microsoft Office, Leadership, Nonprofits, Project Management, Social Media, Social Networking, Teamwork, Coaching, Fundraising, Event Planning, Sales, Team Leadership
Education
Bentley University 2014 — 2018
Bachelor of Science (B.S.), Economics & Finance, Second Year
Invoke Solutions, Inc September 2014 - December 2014
Lake Compounce Family Theme Park May 2010 - August 2014
UsTrendy January 2014 - April 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Teamwork, Outlook, Pinterest, Microsoft Office, Hootsuite, Facebook Marketing, Twitter, LinkedIn, Wanelo, Keep, Fancy, We Heart It, Qualtrics, Google Adwords, SPSS, SAP, Photoshop, GoDaddy, Retail, E-commerce, Sales
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Marketing, Major GPA 3.45
TaxiFareFinder.com January 2013 - Present
TaxiFareFinder.com January 2012 - December 2012
Mom Central Consulting February 2011 - August 2011
Ameriprise Financial Services, Inc. September 2010 - December 2010
Angel Adoptions September 2009 - December 2009
Skills
Social Media, Social Media Marketing, WordPress, Online Marketing, Email Marketing, Google Analytics, Marketing Research, Google Adwords, Salesforce.com, Marketing, Facebook, Blogging, Press Releases, Advertising, Online Advertising
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Marketing and Global Perspectives, GPA: 3.91
RMIT University 2010 — 2010
Ameriprise Financial 1996 - Present
Ameriprise Financial Services, Inc. January 1980 - July 1996
Ameriprise Financial Services, Inc. July 1974 - January 1980
Education
Bemidji State University 1965 — 1969
Bachelor of Science, Business/Commerce, General
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - June 2013
Ameriprise Financial September 2010 - October 2012
Ameriprise Financial March 2009 - September 2010
Ameriprise Financial March 2008 - December 2008
First Carolina Home Equity, Inc. September 2007 - January 2008
Skills
Bonds, Banking, Life Insurance, Leadership, Training, Sales, Personal Financial..., Marketing, Financial Markets, Salesforce.com, Business Planning, Relationship Management, Financial Services, Retirement Planning, Insurance, Series 7, Mutual Funds, Financial Planning, Finance, Retirement, Investments
Education
Bentley University 2003 — 2007
BS, Finance
WWE January 2015 - Present
WWE June 2014 - January 2015
WWE November 2012 - May 2014
Tribeca Film Institute August 2012 - October 2012
Ameriprise Financial Services, Inc. September 2010 - October 2012
Razor & Tie May 2010 - August 2010
Karmic Music September 2009 - April 2010
Education
Bentley University 2008 — 2012
BS, Economics & Finance, Media Arts & Society
London School of Economics and Political Science 2011 — 2011
Economics
Lorenzo di Medici, Florence, Italy 2009 — 2009
Public Relations, Italian
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - February 2015
Ameriprise Financial Services, Inc. September 2009 - February 2012
Ameriprise Financial Services, Inc. September 2006 - September 2009
Ameriprise Financial Services, Inc. April 2005 - September 2006
Ameriprise Financial Services, Inc. December 2002 - April 2005
Skills
Process Improvement, Management, Vendor Management, Six Sigma, Financial Services, Business Analysis, Business Process..., Project Management, Program Management, Cross-functional Team..., Change Management, Risk Management, Visio, Requirements Gathering, SDLC, Relationship Management, Leadership, Insurance, Strategic Financial..., Requirements Analysis, Series 7, Wealth Management, Project Portfolio...
Education
Metropolitan State University 2001 — 2008
Villanova University 2007 — 2007
Six Sigma Black Belt Certification
Des Moines Area Community College 1999 — 2000
Bemidji State University 1996 — 1999
Ameriprise Financial Services, Inc. July 1996 - Present
Education
University of Tennessee-Knoxville 1982 — 1984
MBA, Finance
Berea College 1973 — 1977
BS, Business
Ameriprise Financial Services, Inc. 2001 - Present
Vita Essentials, Inc January 1999 - January 2001
Education
Bemidji State University
Global Vision Advisors, LLC. June 2007 - Present
The Private Consulting Group 2000 - June 2007
Legacy companies 1999 - 2007
Ameriprise Financial Services, Inc. 1992 - 1997
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Insurance, Wealth, Financial Advisory, Wealth Management, Financial Planners, Investment Advisory, IRAs, Retirement, Wealth Accumulation, Finance, Series 7, High Net Worth..., Personal Finance, Investment Strategies, Management, Coaching, Asset Allocation, Small Business, Goal Development, Training
Education
Bentley University 1988 — 1992
Bachelor of Science, Finance major, Computers minor
John F Kennedy 1984 — 1988
HS
College for Financial Planning 1993 — 1996
CFP, Financial Planning
Financial Dimensions Group, Inc March 1995 - Present
Safe Harbor Systems Corporation January 2009 - December 2012
Ameriprise Financial Services, Inc. June 1987 - March 1995
Skills
Retirement Planning, Portfolio Management, Series 7, Retirement, Asset Allocation, Wealth Management, Mutual Funds, Securities, Series 63, 401k, IRAs, Strategic Financial..., Fixed Annuities, Estate Planning, Financial Advisory, Insurance, Financial Planners, Investments, Finance, Disability Insurance
Education
Bethel University 1983 — 1987
BA, Economics
Deloitte Consulting LLP June 2012 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
Ameriprise Financial Services, Inc. January 2011 - April 2011
Gorham Savings Bank June 2008 - January 2011
Skills
Portfolio Management, CRM, Financial Analysis, Fixed Income, Risk Management, Analytics, Banking, Financial Modeling, Microsoft Excel, Strategic Financial..., Wealth Management, Finance, Microsoft Office, Mergers, PowerPoint, Project Management, Planning Budgeting &..., Financial Strategy, IT Business Strategy, Mutual Funds
Education
Bentley University 2008 — 2012
Bachelor of Science in Finance; Liberal Studies Major in Global Perspectives; Minor in Law, 3.9 GPA of 4.0
Universitat Pompeu Fabra 2010 — 2011
Bachelors of Science in Finance, 3.9 GPA of 4.0
Ameriprise Financial Services, Inc. August 2000 - Present
Education
Benedictine College 1993 — 1997
Benedictine College 1993 — 1997
Timberland June 2015 - August 2015
Ameriprise Financial Services, Inc. May 2014 - July 2015
Mathnasium - The Math Learning Center May 2014 - August 2014
Holmdel Swim & Tennis Club August 2010 - September 2012
Monmouth County Parks System June 2010 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Economics, Fixed Income, Equity Capital Markets, Bloomberg Software, Morningstar, Finance, Investments, Public Speaking
Education
Bentley University 2013 — 2017
Economics-Finance/Liberal Studies Major- Quantitative Perspectives
Universitat Autònoma de Barcelona 2015 — 2015
Colts Neck High School 2009 — 2013
Eby-Brown Company, LLC March 2014 - Present
Eby-Brown Company, LLC May 2013 - March 2014
The Custom Companies, Inc. June 2013 - July 2013
Ameriprise Financial Services, Inc. October 2012 - April 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Windows, Outlook, PowerPoint, Adobe Acrobat, Access, Accounting, Volunteering, Management, Spreadsheets
Education
Benedictine University 2010 — 2014
Accounting
Questar Capital Corporation May 2015 - Present
Allianz Life June 2013 - April 2015
Ameriprise Financial Services, Inc. November 2011 - June 2013
Jared Taggart Consulting February 2009 - November 2011
SELECT COMMUNICATIONS August 2005 - February 2009
Go Wireless, LLC July 2004 - August 2005
Liberty National Mortgage November 2002 - June 2004
Verizon Wireless January 1997 - February 2002
Skills
Leadership, Mortgage Lending, Retirement, Marketing, Finance, Team Building, Time Management, Financial Advisory, Sales Management, Strategic Financial..., Financial Services, Account Management, CRM, Fixed Annuities, Direct Sales, Business Development, Consulting, Financial Analysis, Financial Planning, Management, Insurance, Project Management, Process Improvement, Series 7, Microsoft Office, Customer Service, Retirement Planning, Team Leadership, Strategic Planning, Sales, Investments, Salesforce.com
Education
University of St. Thomas 2011 — 2015
Master of Business Administration (MBA), Concentration in Technology
Bethel University 2002 — 2007
BA, Business
Eagle Valley High School
Boston Scientific June 2015 - Present
Boston Scientific June 2014 - June 2015
OneShield May 2013 - June 2014
Ameriprise Financial Services, Inc. May 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership, Outlook
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Corporate Finance and Accounting
Royal Holloway, University of London 2013 — 2013
Study Abroad Program
Farmington High School 2006 — 2010
Ameriprise Financial Services, Inc. September 2004 - Present
Hibbing High School September 1994 - September 2003
Education
Bemidji State University 1991 — 1993
BS, Secondary Education
Dassault Systèmes July 2015 - Present
Torch Entertainment May 2007 - Present
Morgan Stanley March 2015 - May 2015
Canobie Lake Park May 2007 - March 2015
Cubist Pharmaceuticals October 2014 - January 2015
Ameriprise Financial Services, Inc. November 2013 - October 2014
92.5 The River (WXRV) March 2011 - August 2011
Skills
Customer Service, Microsoft Office, Sales, OS X, Factset, Peachtree, SPSS, Photoshop, Final Cut Pro, Microsoft Expression Web, Microsoft Exchange, Adobe After Effects, Serato, ThomsonOne, Microsoft Excel, Managing Database, Time Management, PowerPoint, Microsoft Word, Research, Social Media, Financial Analysis, Leadership, Public Speaking, Teamwork
Education
Bentley University 2011 — 2015
Bachelor's of Science: Economics & Finance, Minor: Information Design & Corporate Communications
The Derryfield School 2007 — 2011
Graduated With Honors
Ameriprise Financial Services, Inc. November 1994 - Present
Education
Bentley University 1988 — 1992
BS, Finance
Business Intelligence Advisors, Inc. February 2014 - Present
Business Intelligence Advisors, Inc. June 2012 - January 2014
Ameriprise Financial Services, Inc. January 2010 - March 2012
Armstrong Franklin June 2011 - August 2011
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Economics and Finance, Minor: Mathematics, 3.6
Epsilon June 2014 - Present
St. Patrick Parish May 2012 - August 2014
Epsilon June 2013 - June 2014
Bentley University September 2012 - May 2013
Bentley University September 2012 - May 2013
Bentley University September 2011 - August 2012
Ameriprise Financial Services, Inc. March 2011 - December 2011
Dairy Queen May 2007 - August 2011
Bentley University June 2011 - July 2011
Skills
Microsoft Office, Public Speaking, Piano Playing, Negotiation, Social Media, Competitive Analysis, Customer Service, Leadership, Social Networking, Facebook, Event Planning, Accompaniment, Music, Prezi, PowerPoint, Direct Marketing, Digital Direct Marketing, Audacity, Photoshop, After Effects, Final Cut Pro, iMovie, Management, Microsoft Excel, Outlook, Microsoft PowerPoint, Microsoft Word, Marketing
Education
Bentley University 2009 — 2013
Bachelor of Science, Management, Minor in English & Media Studies
Wilmington High School 2005 — 2009
Deloitte June 2014 - Present
Kenneth Sumner CPA December 2013 - Present
Ameriprise Financial Services, Inc. September 2013 - December 2013
Symantec September 2012 - August 2013
2nd Natures Academy June 2008 - October 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Customer Service, Outlook, Teamwork, Research, Time Management, Financial Reporting, Access, Data Analysis, Leadership, Financial Analysis, Social Media
Education
Bentley University 2011 — 2015
Information Systems Audit and Control
CenturyLink Business June 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - April 2014
Anheuser-Busch May 2013 - September 2013
Pfizer May 2012 - August 2012
Skills
Sales Operations, Salesforce.com, Business Development, Marketing, Social Media, Customer Service, Recruiting, Networking, LinkedIn Training, Program Management, Budget Analysis, Management, Microsoft Excel, Outlook, PowerPoint, Event Planning, Microsoft Office, Photoshop, Analysis, English, Public Relations, Microsoft Word, Excel,..., Research, Timely Execution, Sales Management, Leadership, Microsoft Word, Sales, Facebook, Time Management, Public Speaking, Social Networking, Teamwork, Consulting, Piktochart, Prezi, SAP, Strategic Initiatives, Financial Analysis, Budget Forecasts, Presentations, Customer Experience, Data Analysis, Strategy
Education
Bentley University 2010 — 2014
Bachelor's Degree, Information Design & Corporate Communication, 3.86
Prime, Buchholz & Associates September 2015 - September 2015
Ameriprise Financial Services, Inc. 2014 - 2015
Shaw's Supermarkets June 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, SPSS, Access, Databases, Social Media, FactSet
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Economics-Finance
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2014
GE Money May 2009 - August 2010
Textron Financial July 2008 - April 2009
GE Money January 2007 - July 2008
Skills
Sales, Management, Marketing, Customer Service, Time Management, Teamwork, Account Management, Credit, Relationship Management, New Business Development, Loans, Insurance, Banking, Financial Analysis, Salesforce.com
Education
Bethel University 2012 — 2015
Master of Business Administration (MBA)
Bethel University
B.A., Communication
M Street Capital May 2012 - Present
TPW Financial January 2011 - May 2012
Ameriprise Financial Services, Inc. January 2010 - June 2010
Skills
Finance, Financial Analysis, Portfolio Management, Leadership, Microsoft Excel, Analytics, Analysis, Investments, Quantitative Analytics, Bloomberg, Bloomberg Terminal, Econometrics, Forecasting, Capital IQ, Time Series Analysis
Education
Bentley University 2010 — 2012
Masters, Finance
Bentley University 2006 — 2010
B.S, Finance & Mathematics
The Hanover Insurance Group July 2015 - Present
Atlas Distributing October 2013 - September 2014
J&M Concepts LLC September 2012 - January 2013
Saint Anselm College September 2009 - January 2012
Ameriprise Financial Services, Inc. May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Financial Modeling, Marketing, Sales, Leadership, Financial Analysis, Management, Event Planning, Analysis
Education
Bentley University 2014 — 2015
Master's Degree, Finance, 3.68
Saint Anselm College 2009 — 2012
Bachelor of Arts (B.A.), Business, Specialty: Finance
Wachusett Regional High School 2009 — 2012
High School Diploma, Business Administration and Management, General
STANLEY Healthcare July 2014 - Present
Deloitte & Touche May 2012 - August 2013
First Miami Student and Alumni Federal Credit Union May 2010 - January 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Miami University February 2009 - August 2009
Skills
Data Analysis, Management, Microsoft Excel, Microsoft Office, SAS, Leadership, Financial Analysis, Strategic Planning, Pricing Analysis, Pricing Strategy, Marketing Strategy, Accounting, Financial Risk, Financial Modeling, Google Analytics, Digital Marketing, Bloomberg, Public Speaking, SEO Strategy, Eviews, Social Media Marketing, Brand Development, Statistics, Business Analytics, R, Process Improvement
Education
Bentley University 2014 — 2015
Master of Science (M.S.), Business Analytics, 3.74
Bentley University 2014 — 2015
Business Analytics Certificate
Miami University 2008 — 2011
Bachelor of Science, Business; Finance;Economics; Decision Science
The Chinese University of Hong Kong 2008 — 2008
Summer program, Human Resource
Ameriprise Financial Services, Inc. September 1992 - Present
Dean Witter May 1991 - August 1991
Education
Bentley University 1988 — 1992
BS, Economics - Finance
Essex Junction High School 1984 — 1988
PwC June 2013 - August 2013
Berry, Verduin, & Koch LLC June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2011 - June 2011
Skills
Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master's degree, Accounting
Bentley University 2009 — 2013
Bachelor of Science (BS), Corporate Finance and Accounting, 3.43
TD 2013 - Present
Ameriprise Financial Services, Inc. December 2010 - March 2013
Ameriprise Financial Services, Inc. May 2007 - December 2010
Ameriprise Financial Services, Inc. October 1996 - February 2007
YMCA Grand Rapids MN 1991 - 1996
Skills
Communication, Training Delivery, Solution Implementation, User Acceptance Testing, Test Scripts, Project Management, Inventory Management, Relationship-building..., Planning & Execution of..., Analysis, Business Requirements, Vendor Management
Education
Bemidji State University 1994 — 1996
Bachelor of Arts (B.A.), Sociology
Itasca Community College
Associate of Arts (A.A.), General Studies
Gage & Wilson Ameriprise Financial January 2014 - Present
Wayfair June 2013 - January 2014
Ameriprise Financial Services, Inc. February 2011 - May 2013
Ameriprise Financial Services, Inc. 2011 - January 2013
Webster Bank June 2010 - August 2010
Skills
Social Media, Team Leadership, Facebook, Online Advertising, Mutual Funds, Retirement Planning, Investments, Life Insurance, Finance, Microsoft Excel, PowerPoint, Outlook
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Marketing, Law
Longmeadow High School 2005 — 2009
EMC August 2015 - Present
EMC July 2014 - August 2015
EMC June 2013 - July 2014
Boston Private Bank & Trust Company June 2012 - August 2012
Ameriprise Financial Services, Inc. May 2011 - September 2011
Eastern Connection May 2010 - August 2010
Norfolk Golf Course May 2008 - November 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Morningstar, Research, Finance, Bloomberg Terminal
Education
Bentley University 2009 — 2013
Bachelor of Science (BS)
Bond University 2011 — 2011
John Hancock Financial Services June 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - May 2013
AP Installations Inc June 2007 - May 2012
AJ Tomaiolo's Italian Restaurant September 2008 - August 2009
Skills
Series 7, Series 66, Morningstar, Factset, Bloomberg Terminal, Excel, Word, PowerPoint, Uniform Combined State..., Microsoft Excel, Analysis, Mutual Funds, Portfolio Management, Financial Analysis, Finance, Investments, Strategic Financial..., Bloomberg, Economics, Series 63, Microsoft Word, Financial Modeling
Education
Bentley University 2009 — 2013
Bachelors of Science
Shrewsbury High School
J.Crew June 2014 - Present
J.Crew June 2013 - August 2013
J.Crew June 2012 - August 2012
J.Crew May 2011 - June 2012
Ameriprise Financial Services, Inc. October 2011 - January 2012
Tri State Coalition for Socially Responsible Investments February 2009 - August 2010
Skills
Retail, Merchandising, Management, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance
Mount St. Dominic Academy 2006 — 2010
High School Diploma
Yelp.com 2013 - Present
Bluewolf March 2012 - October 2012
Flexdel Corporation December 2010 - February 2012
Flexabar Corporation June 2010 - December 2010
Ameriprise Financial Services, Inc. May 2007 - September 2007
Greater Media May 2006 - September 2006
Skills
Customer Service, Salesforce.com, Cold Calling, PowerPoint, Customer Satisfaction, Outlook, Customer Relations, Word, Microsoft Office, Sales Support, Facebook, Administration, Sales Operations
Education
Bentley University 2006 — 2010
Management, Finance
The Italian International Institute: LdM Roma 2008 — 2009
Liberal Arts, Roman Culture
State Street Global Advisors June 2014 - Present
State Street Global Advisors August 2011 - May 2014
First National Bank of Ipswich May 2010 - January 2011
Ameriprise Financial Services, Inc. January 2010 - May 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, FactSet, Finance
Education
Bentley University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics Finance
Lorenzo de' Medici 2009 — 2009
Morgan Stanley May 2015 - Present
Valley National Bank February 2014 - October 2014
Ameriprise Financial Services, Inc. May 2013 - December 2013
Stifel Financial Corp. August 2012 - August 2012
Skills
Bloomberg Terminal, Financial Analysis, Data Analysis, Factset, ThomsonOne, Cash Flow Analysis, JavaScript, Securities Based Lending, Credit Analysis, Collateral Analysis, Morningstar
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance; Liberal Studies; Global Perspectives, 3.5 GPA
Waymark Wealth Managment August 2013 - Present
Ameriprise Financial Services, Inc. July 2008 - August 2013
Mintz Levin Financial May 2007 - June 2008
Sheehan Life Planning June 2001 - May 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
Master of Science in Financial Planning, Business
Harvard University 1992 — 1996
Bachelor of Arts, Psychology
Bentley University Regulatory Control InternFidelity InvestmentsMay 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2014
Habitat for Humanity New York City June 2013 - August 2013
Skills
Microsoft Excel, Organization, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Leadership, Outlook, Public Speaking, Customer Service, Time Management, Finance, Presentations, Wealth Management, Financial Planning
Education
Bentley University 2012 — 2016
Bachelor's degree, Public Policy, 3.66
Bentley University
Ameriprise Financial Services, Inc. May 2012 - May 2013
Dow Jones 2013 - 2013
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Hun School of Princeton 2005 — 2009
Citi Trends March 2015 - Present
Citi Trends August 2014 - March 2015
Expect Miracles Foundation October 2013 - May 2014
EY June 2013 - August 2013
Bentley University Athletics September 2010 - May 2013
Raytheon May 2012 - December 2012
The Next Step Realty May 2012 - December 2012
Ameriprise Financial Services, Inc. March 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Outlook, OneSource, Lotus Notes, Morningstar, Accounting, Income Tax, Tax, Social Media, Finance, Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Management
Bentley University 2010 — 2013
Bachelor of Science, Corporate Finance and Accounting
Ameriprise Financial Services, Inc. June 2012 - Present
Midwest Eye Consultants December 2009 - June 2012
Education
Bethel College 2005 — 2009
Bachelor's degree, Business Administration and Management, General
TCF Bank April 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - April 2013
Sage Technology Group February 2011 - May 2011
Skills
Customer Service, Forecasting, Marketing, Microsoft Word, Retirement Planning, Series 7, Social Media, Teamwork
Education
Bethel University 2007 — 2011
Bachelor of Arts, Finance and Marketing
Iron Mountain August 2014 - Present
Iron Mountain June 2014 - August 2014
Bright Horizons October 2013 - February 2014
Ameriprise Financial Services, Inc. August 2011 - April 2013
State House of Rhode Island June 2011 - August 2011
Hollister Co June 2010 - April 2011
Klass Universal Entertainment October 2010 - March 2011
Memorial Hospital June 2009 - June 2010
Sylvan Learning Centers September 2007 - March 2008
Morton Hospital August 2003 - March 2006
Education
Bentley University 2010 — 2014
Chapel Hill Church September 2014 - Present
Young Life February 2014 - Present
Roseville Area High School July 2012 - Present
Worldcup Soccer News July 2009 - June 2014
LeftFoot Coaching Academy September 2012 - February 2014
Ameriprise Financial Services, Inc. March 2012 - August 2012
Eagan Athletic Association March 2011 - August 2012
Ecolab August 2011 - November 2011
US Bank October 2010 - June 2011
RBC Capital Markets August 2008 - July 2009
Skills
Microsoft Office, Excel, SAP, Search Engine..., Bowstaff, Nunchuck, Lotus Notes, SEO, Microsoft Excel, Access, Management, Analysis, Entrepreneurship, Blogging, Infusionsoft, Google Docs, WordPress, Financial Modeling, Business Modeling, Coaching, Team Leadership, Teamwork, Spanish, Investments, Training, Financial Analysis, Facebook, Public Speaking, Account Management, Social Media, Customer Service, Research, Fundraising, Finance, Microsoft Word, Event Planning, Portfolio Management, Accounting, Time Management, Social Networking, Editing, Leadership, PowerPoint
Education
Bethel University 2005 — 2008
Bachelor of Art, Business - Finance
Olivet Nazarene University 2003 — 2004
Concordia Academy 1999 — 2003
Oracle July 2015 - Present
Fidelity Investments October 2010 - July 2015
SHS Sales September 2007 - September 2010
Ameriprise Financial Services, Inc. 2009 - 2009
Skills
Investments, Fixed Income, Bloomberg, Series 7, Oracle Database, Series 66, Life Accident Health..., Sales, Financial Analysis, Financial Modeling, Strategic Financial..., Inventory Management, Microsoft Excel, Valuation, Asset Management, Project Management, Visual Basic, FBSI, Financial Planning, Oracle Enterprise...
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance
Vesalius 2008 — 2009
BS, Macroeconomic Policy / Financial Programming
Bentley University December 2013 - Present
Bentley University September 2013 - Present
EY June 2015 - August 2015
World Information Transfer June 2011 - August 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
Bentley University February 2013 - July 2013
Skills
Communication, Problem Solving, Leadership, Quantitative, Computers, Teamwork, Writing, Newsletters, Microsoft Word, Public Speaking, Social Media, Social Networking, Time Management, PowerPoint, Research, Critical Thinking, Microsoft Excel, Microsoft Office, Outlook, Customer Service
Education
Bentley University 2012 — 2016
Bachelor's degree, Finance and Financial Management Services
Emerson Jr. Sr. High School 2006 — 2012
High School
Villano Elementary School 2004 — 2006
Epiphany School 1997 — 2004
Ameriprise Financial Services, Inc. June 2014 - August 2015
WEC Associates February 2015 - April 2015
Panera Bread November 2013 - May 2014
Brookstone November 2010 - January 2014
Shelly's Cafe (presently known as Blue Coast Coffee) July 2013 - August 2013
Skills
Microsoft Excel, Sales, Financial Analysis, Microsoft Office, PowerPoint, Merchandising, Time Management, Retail, Inventory Management, Outlook, Microsoft Word, Teamwork, Leadership, Social Media
Education
Bentley University 2012 — 2016
Bachelor's Degree, Accounting, Junior
Genesis Corporation March 2015 - Present
General Assembly June 2015 - Present
United West Research March 2015 - Present
Seeking Alpha March 2014 - Present
Genesis Corporation January 2013 - October 2014
John Lynch Architectural Consulting July 2011 - November 2012
Ameriprise Financial Services, Inc. January 2009 - May 2009
State Street Global Advisors June 2007 - September 2007
Center for Retirement Research at Boston College June 2006 - September 2006
Skills
Portfolio Management, Bloomberg Terminal, Quantative Analysis, Microsoft Office, Entrepreneurship, Trading, Financial Accounting, Fundamental Analysis, Valuation, Investment Analysis, Asset Allocation, Financial Risk..., Emerging Markets, Sensitivity Analysis, Portfolio Optimization, Economic Forecasting, Special Situations..., Covered Call Strategies, Business Strategy &..., Salesforce Administrator, Cash Flow Analysis, Pairs Trading
Education
Bentley University 2007 — 2011
Bachelor's degree
London School of Economics and Political Science 2010 — 2010
University of Massachusetts, Amherst 2006 — 2007
Medtronic May 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - February 2012
Graco Inc. May 2010 - March 2011
Medtronic November 2009 - May 2010
Rockler Companies, Inc. May 2009 - September 2009
G&K Services, Inc. December 2006 - January 2009
RBC Dain Rauscher September 2006 - December 2006
Allianz Life Insurance Company June 2004 - August 2006
Skills
Onboarding, HRIS, Employer Branding, Process Improvement, Project Management, Applicant Tracking..., Talent Acquisition, College Recruiting, Employee Relations, Talent Management, Recruiting, Performance Management, Human Resources, Sourcing, Employee Engagement, Training, Temporary Placement, Employee Training, Interviews, Internet Recruiting, Resume Writing, New Hire Orientations, Personnel Management, Employee Benefits, Hiring, Leadership, PeopleSoft, Job Descriptions, Leadership Development, Management
Education
Bethel University 1997 — 2001
B.A., Human Communication, Minor in Psychology
Edina Senior High School 1994 — 1997
Diploma
Ameriprise Financial April 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - April 2011
Ameriprise Financial Services, Inc. May 2009 - January 2010
H&R Block Financial Advisors March 2008 - May 2009
H&R Block Financial Advisors January 2006 - March 2008
Handmark, Inc 2005 - 2006
Skills
Product Management, Securities, Series 24, Wealth Management, Business Analysis, Vendor Management, Mutual Funds, Alternative Investments, Series 7, Financial Services, Series 63, Project Management, Leadership, Management, Business Process, Program Management
Education
Benedictine College 1995 — 1999
Retirement Corporation of America January 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - January 2014
Fifth Third Bank February 2006 - October 2012
Baystate Financial Services February 2004 - February 2006
Baystate Financial Services February 2002 - December 2003
Sun Life Financial May 2003 - August 2003
Education
Bentley University 2000 — 2004
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. November 2014 - Present
US Bank September 2014 - November 2014
RBC Wealth Management March 2014 - October 2014
RBC Wealth Management March 2012 - March 2014
Project Consulting Group June 2010 - December 2011
The Willow Group January 2011 - April 2011
BARR, LLC February 2003 - June 2010
Merrill Lynch November 2007 - February 2009
Mortgage Information Services May 2002 - June 2003
Harstad Holdings April 2000 - January 2002
Skills
Team Building, Leadership Development, Six Sigma, Analysis, Microsoft Excel, Business Strategy, Business Process..., Insurance, Innovation Management, Financial Analysis, Investments, Microsoft Office, Risk Management, Management Consulting, Business Process, •JIT/TQM/ISO9000, •BPM/BPMN, •BPR/BPI, •SDLC/Agile modified, •SharePoint, •MS PROJECT, Visio, Business Requirements, SDLC, Requirements Analysis, SharePoint, Business Analysis, Vendor Management, Requirements Gathering, Management, Process Improvement, User Acceptance Testing, Project Management, Consulting, Financial Services, Leadership, Program Management, Strategy, Project Planning
Education
Capella University 2009 — 2011
PhD candidate (68% Completion), Organizational Management Leadership Studies
Bethel University 1996 — 1999
BA/MA, Organizational Leadership
The Home Depot April 2015 - Present
Target October 2013 - April 2015
GE Capital June 2013 - October 2013
Dow Jones May 2012 - May 2013
Ameriprise Financial Services, Inc. August 2010 - August 2012
ELCA Board of Pensions March 2011 - April 2011
Wells Fargo December 2009 - August 2010
Ceridian March 2008 - December 2009
Ameriprise Financial September 2007 - February 2008
Norsen Forrester May 2003 - August 2007
Skills
Agile Methodologies, Scrum, Project Management, Cross-functional Team..., Management, SDLC, Leadership, Project Portfolio..., PMO, Vendor Management, Product Management, Business Analysis, Program Management, Process Improvement, Consulting, Resource Management, Business Requirements
Education
The American University of Paris 1993 — 1996
BA, International Business
Bennington College
Ameriprise Financial Services, Inc. March 2012 - Present
Transamerica Financial Advisors, Inc. April 2011 - November 2011
Ameriprise Financial September 2007 - May 2011
Skills
Series 7, Insurance, Retirement Planning, Finance, Financial Advisory, Retirement, Strategic Financial..., Fixed Annuities, Series 63, IRAs, Securities, 401k Rollovers, 401k, Estate Planning, Financial Planning
Education
Bethel University 2001 — 2005
EW Solutions June 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - June 2015
Ameriprise Financial August 2008 - June 2014
Northwest Airlines October 2006 - July 2008
Northwest Airlines June 2005 - October 2006
Lightstream Informatics, LLC January 2001 - October 2006
Computer Gains 1998 - 2001
Northwest Airlines February 1996 - September 1998
Northwest Airlines 1994 - 1998
American Airlines 1988 - 1994
Skills
Business Intelligence, Data Warehousing, Integration, Information Architecture, Data Architecture, Data Modeling, Erwin, SDLC, Data Integration, Enterprise Architecture, Business Analysis, ETL, DB2, Visio, Requirements Analysis, Teradata, Vendor Management, Requirements Gathering, Business Architecture, Systems Analysis
Education
Bemidji State University
Bachelor of Science, Computer Science and Mathematics
By Appointment Only, Inc. July 2009 - Present
Putnam Investments January 2008 - February 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Cold Calling, Demand Generation, Lead Generation, Telephone Skills, B2B, Inside Sales, Phone Skills, Sales, Value Propositions, Marketing, Salesforce.com, CRM, Sales Process, Enterprise Software, Marketing Research, Social Media Marketing, Solution Selling, New Business Development, Sales Operations, Online Advertising, Sales Presentations, Marketing Strategy, Selling, Account Management, Channel Partners, Direct Sales, Sales Management, Training, Customer Retention, SaaS, Market Research, Email Marketing, Business Development, Building Relationships, Cross Functional Team..., Team Leadership
Education
Bentley University 2001 — 2005
Bachelor's Degree, Corporate Finance & Accounting
Woburn High School 1997 — 2001
High School Diploma
Ameriprise Financial Services, Inc. December 2012 - Present
Purchase Street Ventures 2000 - Present
Merrill Lynch March 2007 - December 2012
Mako Global Derivatives 2001 - 2003
Banque Paribas 1995 - 1999
O'Connor & Associates 1989 - 1994
Education
Bentley University 1985 — 1988
BS, Finance
St. John Vianney 1979 — 1983
Ameriprise Financial Services, Inc. April 2014 - Present
Cargill June 2010 - April 2014
Cargill November 2006 - May 2010
Carlson Companies 2002 - 2006
Skills
Internal Communications, Project Management, Employee Benefits, PHR, Vendor Management, Human Resources, Employee Engagement, Leadership, HRIS, Onboarding, Change Management, Management, Performance Management, Talent Management, Process Improvement, Employee Relations
Education
University of St. Thomas 2000 — 2002
Bachelor's Degree, HR Management, 3.8 GPA
Bentley College 1998 — 2000
DTI LLC June 2015 - Present
Merrill Corporation January 2014 - June 2015
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Services, Inc. February 2007 - December 2009
Ameriprise Financial Services, Inc. September 2005 - February 2007
American Express Financial Advisors July 2003 - September 2005
American Express Financial Advisors September 2001 - July 2003
American Express Financial Advisors December 1999 - September 2001
Peregrine Capital Management 1997 - 1999
Rainier Technology 1994 - 1997
Skills
Leadership, Business Analysis, Vendor Management, Data Center, IT Strategy, Project Delivery, SDLC, ITIL, Program Management, Team Building, PMO, Requirements Analysis, Change Management, Project Management, Entrepreneurship, Enterprise Architecture, Risk Management, Service Delivery, Process Improvement, Financial Services, IT Service Management, Disaster Recovery, Project Portfolio..., Outsourcing, Management, Software Project..., CRM, Enterprise Software, Business Process, Security, Software Development, Telecommunications, Business Transformation, PMP, Quality Assurance
Education
Bemidji State University
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. December 2007 - Present
Newfoundland and Labrador Fed. of Municipalities April 1994 - March 2001
Education
Memorial University of Newfoundland 1989 — 1992
MBA, Marketing and Accounting
University of London 1963 — 1968
Ph D, Microbial Genetics
Bennington College 1959 — 1962
B A, Science (Chemstry)
MetLife December 2014 - Present
J.P. Morgan October 2013 - December 2014
Ameriprise Financial Services, Inc. October 2011 - October 2013
Ameriprise Financial Services, Inc. March 2011 - October 2011
Ameriprise Financial Advisors September 2006 - March 2011
H&R Block Financial Advisors September 2006 - October 2009
Skills
Leadership, Insurance, Finance, Sales, Series 7, Retirement Planning, Mutual Funds, Time Management, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Retirement, Uniform Combined State..., Strategic Financial...
Education
Benedictine University 2006 — 2010
MBA, Finance
University of Illinois at Chicago 2000 — 2004
BSA, Enlish Literature
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial October 2010 - July 2013
Ameriprise Financial April 2006 - December 2009
Ameriprise Financial Advisors February 2002 - March 2006
Prudential Securities November 2000 - January 2002
Allina Hospitals & Clinics 1997 - 2002
Skills
Strategic Financial..., Finance, Securities, CRM, Retirement Planning, Wealth Management, Retirement, Sales, Investments, Asset Allocation, Estate Planning, Investment Advisory, Fixed Annuities, Asset Management, Financial Planning, Financial Services, Insurance
Education
Bemidji State University 1988 — 1992
Mass Communications, Business
Bemidji Senior High School 1984 — 1988
Commonwealth Financial Network May 2013 - Present
Commonwealth Financial Network August 2011 - May 2013
Commonwealth Financial Network August 2009 - August 2011
Commonwealth Financial Network August 2007 - August 2009
Ameriprise Financial Services, Inc. September 2005 - August 2007
Skills
Series 7, Microsoft Office, Microsoft SQL Server, SharePoint, Advent, Data Exchange, FBSI, Bloomberg, Financial Services, Data Integrity, Customer Service, Mutual Funds
Education
Bentley University 2003 — 2007
BAS, Finance
Ameriprise Financial Services, Inc. August 2008 - Present
Dayton ohio October 2006 - July 2008
American Express Financial Advisors August 1999 - October 2006
Education
Berry College 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Marketing
Infotool Inc. May 2009 - Present
Ameriprise Financial Services, Inc. July 2008 - May 2009
Skills
Organizational..., Organizational..., Organizational..., Leadership Development, Management Consulting, Change Management, Business Process..., Process Improvement, Analysis, Performance Improvement, Management, Employee Engagement, Executive Coaching, Business Strategy, Human Resources, Microsoft Excel, Executive Management
Education
Bentley University 2005 — 2009
BS, Managerial Economics, Concentration in Management
Ameriprise Financial Services, Inc. December 2013 - Present
Cemstone Products Company July 2013 - November 2013
Ameriprise Financial Services April 2010 - November 2012
AdGraphics (thru Volt Services Group) December 2008 - August 2009
CBRE January 2007 - May 2008
Jackson Hewitt January 2006 - April 2006
Skills
Great Plains Software, Accounts Receivable, Financial Planners, Quicken, Spreadsheets, Invoicing, Microsoft Office, Customer Service, Finance, Budgets, Turbo Tax, Real Estate, Database Administration, XP, Operating Systems, Financial Statements, Auditing, Payroll
Education
Bemidji State University 2003 — 2006
Bachelor of Science, Accounting; Accounting Information Systems
Ameriprise Financial Services, Inc. February 2014 - Present
Fidelity Investments July 2008 - February 2014
BNY Mellon May 2007 - August 2007
Ameriprise Financial Services, Inc. September 2006 - April 2007
Education
Bentley University 2004 — 2008
BS, Economics-Finance
Berkeley College May 2013 - September 2013
Woodland Park Police Department October 2011 - April 2012
Ameriprise Financial Services, Inc. March 2011 - June 2011
Skills
Civil Litigation, Document Review, Litigation, Mediation, Legal Assistance, Pleadings, Litigation Support, Legal Writing, Commercial Litigation, Employment Law, Corporate Law, Legal Advice, Trials, Public Speaking, Courts, Family Law, Pro se representation, Editing, Trial Advocacy, Child Advocacy, Academic Tutoring, Peer Tutoring, Team Leadership, Emotional Intelligence, Critical Thinking
Education
Berkeley College 2014 — 2016
Bachelor’s Degree, Legal Studies, Current GPA 4.0
Berkeley College 2013 — 2014
Associate's Degree, Legal Studies, 4.0
Wolverine Advanced Materials March 2014 - Present
First Data Corporation December 2013 - March 2014
Louis Vuitton October 2013 - November 2013
Ameriprise Financial Services, Inc. March 2013 - August 2013
Nuvotronics March 2010 - August 2013
Jackson Hewitt January 2010 - March 2010
Click & Pledge August 2008 - November 2009
VT KnowledgeWorks June 2007 - August 2007
Click & Pledge June 2007 - August 2007
Skills
InDesign, SPSS, Microsoft Excel, Microsoft Word, PowerPoint, Access, Network Analyzer, NaviPlan, Management, Process Improvement, Time Management, Research, Accounting, Analysis, Troubleshooting, Operations Management, Data Analysis, Outlook, CRM, Customer Service, Microsoft Office, Team Building, Teamwork, Program Management, Sales
Education
Radford University 2008 — 2013
Master of Business Administration (MBA), Business Administration, GPA 3.85
Berea College 2004 — 2008
Bachelor of Science (BS), Accounting and Finance (Economics Minor)
Ameriprise Financial Services, Inc. July 2011 - Present
Ameriprise Financial August 1999 - December 2012
Skills
Training
Education
Bemidji State University 1995 — 1997
liberal arts
Ameriprise Financial Services, Inc. December 2013 - Present
Tata Consultancy Services March 2011 - December 2013
Tata Consultancy Services March 2006 - March 2011
Tata Consultancy Services April 2005 - March 2006
vCustomer May 2004 - February 2005
Skills
Software Project..., Requirements Analysis, SDLC, Business Analysis, ITIL, PMP, ITIL Service Strategy, Service Delivery, Solution Architecture, Program Management, Process Improvement, CRM, IT Operations, Microsoft SQL Server, Enterprise Architecture, Telecommunications, Change Management, IT Service Management, Team Management, IT Strategy, Business Process, Pre-sales, Oracle, Unix
Education
Berhampur University 2000 — 2004
Bachelor of Engineering (BE), Information Technology
National Bureau of Property Administration August 2015 - Present
Bridgestone Retail Operations, LLC May 2013 - July 2015
Ameriprise Financial Services, Inc. April 2011 - May 2013
PNC Investments April 2008 - February 2011
Waddell & Reed Financial Services May 2007 - January 2008
Gelber Group LLC January 2005 - March 2007
Skills
Series 7, Investments, Asset Allocation, Equities, Securities, Portfolio Management, Fixed Income, Asset Managment, Uniform Combined State..., Series 63, Wealth Management, Financial Analysis, Bonds, Bloomberg, Financial Modeling, Finance, Options, Trading, FINRA, Mutual Funds, Risk Management, Loans, Financial Services, Insurance, Retirement Planning, Asset Management, Strategic Financial..., Financial Advisory, Investment Advisory
Education
Benedictine University 2010 — 2012
MBA, Finance, 3.8
Benedictine University 2000 — 2004
B.A, Marketing
IPT School
IPT school
Kennebunk Savings Bank February 2014 - Present
Ameriprise Financial Services, Inc. November 2012 - August 2013
America's Best Inn and Suites February 2011 - November 2012
A Twinkle in Your Eye Design, LLC 2009 - 2011
Run Mom Run, LLC 2009 - 2010
Harvard Pilgrim Health Care Foundation 1996 - 1997
Harvard Pilgrim Health Care Foundation 1994 - 1996
Harvard Pilgrim Health Care Foundation 1993 - 1996
Harvard Pilgrim Health Care Foundation 1993 - 1994
Harvard Pilgrim Health Care Foundation 1992 - 1993
Skills
Event Management, Social Media, Marketing, Event Planning, Public Relations, Press Releases, Market Research, Fundraising, Advertising, Trade Shows, Strategic Planning, Public Speaking, Training, Research, Recruiting, Hospitality, System Administration, Grant Writing, Microsoft Office, Time Management, Customer Service, Grants
Education
Bethany College
B.A., Communications
Framingham State University
M.A., Public Administration
Massachusetts Bay Community College
Certificate, Interior Design
Columbia Management February 1997 - Present
Ameriprise Financial Services, Inc. March 2005 - May 2006
Education
Bemidji State University 1992 — 1996
Business Administration, Concentration in Finance
Ameriprise Financial Services, Inc. July 2007 - September 2015
Allianz Life February 1998 - July 2007
American Memorial Life March 1992 - January 1998
Education
Benedictine University 1975 — 1978
Bachelor of Science, BS, Mathematics, Mathematics
Ameriprise Financial Services, Inc. September 2011 - Present
Citi 2008 - 2011
BNY/Mellon 2007 - 2008
MFS Investment Management 2000 - 2006
Fidelity Investments 1995 - 2000
Skills
Asset Management, Asset Managment, Financial Services, Derivatives, Risk Management, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management, Hedge Funds, Financial Analysis, Trading Systems, Bloomberg, Options, SDLC, Business Analysis, Requirements Gathering, Business Process
Education
Bentley University 1986 — 1990
Master of Science (M.S.), Computer Information systems
Bentley University 1977 — 1980
BS, Accounting
Ameriprise Financial Services, Inc. September 2015 - Present
Fricke-Calvert-Schrader Funeral Home March 2005 - August 2015
Skills
Fundraising, Public Relations, Public Speaking, Nonprofits, Community Outreach, Event Management, Small Business, Social Media, Strategic Planning
Education
Benedictine University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Lincoln College 2010 — 2012
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Worsham College of Mortuary Science 2004 — 2005
Associate's degree, Funeral Direction/Service
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - January 2013
Fidelity Investments July 2008 - June 2011
Fidelity Investments October 2007 - June 2008
Fidelity Investments May 2005 - January 2007
Education
Bentley University 2009 — 2013
Masters of Science in Financial Planning, Elkin B. McCallum Graduate School of Business
Bentley University 2011 — 2012
Certificate of Graduate Studies In Taxation, Elkin B. McCallum Graduate School of Business
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Accounting and Computer Science
Bishop Feehan High School 1999 — 2003
Ameriprise Financial Services, Inc. April 1997 - Present
Scudder Investments March 1987 - May 1996
Education
Bentley University 1980 — 1984
Master's degree, Accounting
University of Massachusetts Boston 1976 — 1978
Bachelor of Arts (BA), History
Sapient Global Markets June 2015 - August 2015
Ameriprise Financial Services, Inc. November 2013 - May 2015
Westmoreland Home Association Swim Team June 2013 - August 2013
State Farm May 2012 - August 2013
Skills
Insurance, Financial Analysis, Mutual Funds, Microsoft Excel, 401k, Morningstar, Computer Hardware..., Personal Financial..., Customer Service, Retirement, Data Entry
Education
Bentley University 2012 — 2015
Candidate for Bachelor of Science, Finance, May 2016, Finance, Junior
HealthStrategy, LLC January 2015 - Present
US Script July 2013 - January 2015
Advanced Pharmacy Concepts November 2012 - July 2013
Advanced Pharmacy Concepts January 2011 - November 2012
Advanced Pharmacy Concepts September 2008 - January 2011
Ameriprise Financial Services, Inc. January 2008 - August 2008
McGladrey October 2006 - November 2007
Massachusetts Port Authority 2005 - 2006
Skills
Internal Audit, Analysis, Internal Controls, Auditing, Accounting, Process Improvement, Account Reconciliation, Pharmacy Benefit..., Risk Assessment, Employee Benefits, Finance, Medicare Part D, Healthcare, Financial Reporting, Financial Analysis, Managed Care, Management
Education
Bentley University 2002 — 2006
Bachelor's degree, Accounting, 3.5
Bentley University
State Street June 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2014
Lucas on 9 June 2010 - September 2013
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Statistical Data..., Finance, Investments, Financial Modeling, Data Analysis, Time Management, Access, Analysis, Outlook, Research, Public Speaking
Education
Bentley University 2011 — 2015
Canidate for B.S., Economics-Finance
Lawrence Academy 2008 — 2011