Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Ben Horgen Ben Horgen Rochester, Minnesota Area Details
Ben Horgen's Ameriprise Financial Services, Inc. Experience December 2011 - March 2013
Job Vice President of Engineering at ITR Mobility & iFactr
Industry Computer Software
Experience
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

Kristene Burnett Kristene Burnett Greater Boston Area Details
Kristene Burnett's Ameriprise Financial Services, Inc. Experience August 2013 - July 2014
Job Account Manager Medical Stop Loss at Sun Life Financial
Industry Financial Services
Experience
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

Ryan Kayfes Ryan Kayfes Greater Minneapolis-St. Paul Area Details
Ryan Kayfes's Ameriprise Financial Services, Inc. Experience September 2013 - September 2014
Job Investment Consultant / Stock Broker at Scottrade Inc.
Industry Financial Services
Experience
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

Nick Kososki Nick Kososki Burlington, Massachusetts Details
Nick Kososki's Ameriprise Financial Services, Inc. Experience October 2009 - May 2010
Job Senior Credit Analyst at TD
Industry Banking
Experience
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

Justin Brouillard, CRPC® Justin Brouillard, CRPC® Boston, Massachusetts Details
Justin Brouillard, CRPC®'s Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor | Associate Vice President
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   2003 - Present

Education
Bentley University   1999 — 2003
Bacelor of Science, Finance

Nowich Free Academy

Lauren Ghannam Lauren Ghannam Greater Detroit Area Details
Lauren Ghannam's Ameriprise Financial Services, Inc. Experience May 2005 - September 2005
Job Sourcing Specialist at Volkswagen Group of America
Industry Automotive
Experience
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

Rebecca Snow, CPA Rebecca Snow, CPA Greater New York City Area Details
Rebecca Snow, CPA's Ameriprise Financial Services, Inc. Experience January 2008 - August 2010
Job Tax Associate at Siguler Guff & Company
Industry Accounting
Experience
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

Bill Cratty CFP®,CPA Bill Cratty CFP®,CPA Greater Boston Area Details
Bill Cratty CFP®,CPA's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Philip Watson, MBA, CRPC® Philip Watson, MBA, CRPC® Greater Chicago Area Details
Philip Watson, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nicholas Brasesco Nicholas Brasesco Port Chester, New York Details
Nicholas Brasesco's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Finance Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Asbertly A. Rosa Asbertly A. Rosa Puerto Rico area Details
Asbertly A. Rosa's Ameriprise Financial Services, Inc. Experience September 2009 - December 2009
Job M&A Financial Analyst at Banco Popular de Puerto Rico
Industry Public Policy
Experience
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

Jess Joyce Jess Joyce Greater Boston Area Details
Jess Joyce's Ameriprise Financial Services, Inc. Experience March 2011 - September 2011
Job SAP ABAP Developer at Bose Corporation
Industry Information Technology and Services
Experience
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

Maria Lowe Maria Lowe Greater New York City Area Details
Maria Lowe's Ameriprise Financial Services, Inc. Experience January 2014 - August 2014
Job Human Resources Intern at Partners HealthCare
Industry Hospital & Health Care
Experience
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

Molly Godfrey Molly Godfrey Greater Los Angeles Area Details
Molly Godfrey's Ameriprise Financial Services, Inc. Experience February 2013 - June 2014
Job
Industry Financial Services
Experience
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

Chris DeSisto Chris DeSisto Greater Boston Area Details
Chris DeSisto's Ameriprise Financial Services, Inc. Experience November 2011 - May 2012
Job M&A Advisory at PwC
Industry Management Consulting
Experience
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

Derik Mansfield Derik Mansfield Minneapolis, Minnesota Details
Derik Mansfield's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Client Relationship Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ashley Persin Ashley Persin Waltham, Massachusetts Details
Ashley Persin's Ameriprise Financial Services, Inc. Experience January 2012 - May 2012
Job Systems Analyst at Brown Brothers Harriman
Industry Information Technology and Services
Experience
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

Jamie Ogborn, CRPC® Jamie Ogborn, CRPC® Minneapolis, Minnesota Details
Jamie Ogborn, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present

Education
Bemidji State University   2008 — 2011
Bachelor of Science, Business Administration

Crosby-Ironton High School   2000 — 2006

Samantha Sestito Samantha Sestito Norwood, Massachusetts Details
Samantha Sestito's Ameriprise Financial Services, Inc. Experience August 2011 - July 2012
Job Account Executive at Epsilon
Industry Marketing and Advertising
Experience
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

Christopher Gagnon, CRPC ® Christopher Gagnon, CRPC ® Portland, Maine Area Details
Christopher Gagnon, CRPC ®'s Ameriprise Financial Services, Inc. Experience June 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2005 - Present

Education
Bentley College   2001 — 2005
Bachelor of Science (BS), Finance

Andrew J. Hays, CFP®, CRPC® Andrew J. Hays, CFP®, CRPC® Greater Minneapolis-St. Paul Area Details
Andrew J. Hays, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Karen Goersch, CRPC®, CPA Karen Goersch, CRPC®, CPA Greater New York City Area Details
Karen Goersch, CRPC®, CPA's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kevin Garland, CFP® Kevin Garland, CFP® Greater Boston Area Details
Kevin Garland, CFP®'s Ameriprise Financial Services, Inc. Experience October 2004 - November 2009
Job Financial Planner
Industry Financial Services
Experience
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

Ian Giancursio Ian Giancursio Rochester, New York Details
Ian Giancursio's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Sports Marketing and Financial Professional
Industry Sports
Experience
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

Erin Cummings Erin Cummings Greater Boston Area Details
Erin Cummings's Ameriprise Financial Services, Inc. Experience August 2010 - November 2012
Job Product Manager at John Hancock Financial Services
Industry Financial Services
Experience
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

Michael Brandon Michael Brandon Dedham, Massachusetts Details
Michael Brandon's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Finance Intern at Ameriprise Financial Services
Industry Financial Services
Experience
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

Max Haberman Max Haberman Waltham, Massachusetts Details
Max Haberman's Ameriprise Financial Services, Inc. Experience June 2013 - December 2013
Job Client Operations, Associate 2 at State Street Corporation
Industry Financial Services
Experience
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

Molly Rowe Molly Rowe Greater Boston Area Details
Molly Rowe's Ameriprise Financial Services, Inc. Experience May 2013 - April 2015
Job Student at Bentley University
Industry Accounting
Experience
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

Molly Walker Molly Walker Greater Boston Area Details
Molly Walker's Ameriprise Financial Services, Inc. Experience September 2009 - February 2010
Job Business Transformation Senior Consultant at Sun Life Financial
Industry Financial Services
Experience
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

Rob Sacchetti, MSFP Rob Sacchetti, MSFP Greater Boston Area Details
Rob Sacchetti, MSFP's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job
Industry Financial Services
Experience
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

Chad Rafferty CFP® CRPC® Chad Rafferty CFP® CRPC® Greater Minneapolis-St. Paul Area Details
Chad Rafferty CFP® CRPC®'s Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Regional Sales Manager Ameriprise Financial Inc
Industry Financial Services
Experience
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

Michael Bakhtiari Michael Bakhtiari Greater Boston Area Details
Michael Bakhtiari's Ameriprise Financial Services, Inc. Experience August 2011 - September 2012
Job Regional Sales Representative at Guardian Life
Industry Financial Services
Experience
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

Jim Oolman Jim Oolman Greater Minneapolis-St. Paul Area Details
Jim Oolman's Ameriprise Financial Services, Inc. Experience August 2011 - February 2012
Job Consultant at MN Department of Public Safety State of Minnesota
Industry Computer Software
Experience
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

Cris Burke Cris Burke Greater Minneapolis-St. Paul Area Details
Cris Burke's Ameriprise Financial Services, Inc. Experience September 2011 - August 2012
Job Senior Windows Engineer at HB Fuller
Industry Information Technology and Services
Experience
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

Angela D Nichols Angela D Nichols Dayton, Ohio Area Details
Angela D Nichols's Ameriprise Financial Services, Inc. Experience October 2012 - October 2013
Job Practice Operations and Marketing Manager at The Lake Group
Industry Financial Services
Experience
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

Bridget Gioia Bridget Gioia Greater Boston Area Details
Bridget Gioia's Ameriprise Financial Services, Inc. Experience May 2011 - August 2012
Job Financial Analyst at Tyco SimplexGrinnell
Industry Computer Software
Experience
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

Nichole Heinen Nichole Heinen Greater Minneapolis-St. Paul Area Details
Nichole Heinen's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Customer Contact Professional Ameriprise Financial
Industry Computer Software
Experience
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

James Brophy James Brophy Greater Boston Area Details
James Brophy's Ameriprise Financial Services, Inc. Experience September 2013 - December 2014
Job Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Missy Shevlin Missy Shevlin Greater Boston Area Details
Missy Shevlin's Ameriprise Financial Services, Inc. Experience May 2006 - November 2006
Job Advisory Finance Manager at PwC
Industry Accounting
Experience
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

Alfred R. Drouin, MBA, CLTC Alfred R. Drouin, MBA, CLTC Greater Boston Area Details
Alfred R. Drouin, MBA, CLTC's Ameriprise Financial Services, Inc. Experience February 2011 - Present
Job Financial Advisor at The GW Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Mark Cook, CFP, CPA Mark Cook, CFP, CPA Kansas City, Missouri Area Details
Mark Cook, CFP, CPA's Ameriprise Financial Services, Inc. Experience April 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Dan Scoggins Dan Scoggins Greater Minneapolis-St. Paul Area Details
Dan Scoggins's Ameriprise Financial Services, Inc. Experience 2006 - 2009
Job Account Manager at American Security & Investigations
Industry Security and Investigations
Experience
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

Steve Spivey Steve Spivey South Bend, Indiana Area Details
Steve Spivey's Ameriprise Financial Services, Inc. Experience September 2008 - August 2011
Job Financial Advisor at Teachers Credit Union
Industry Financial Services
Experience
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

Fred Ogimachi Fred Ogimachi Greater Minneapolis-St. Paul Area Details
Fred Ogimachi's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Team Leader Technologies at Ameriprise Financial Services, Inc.
Industry Computer Networking
Experience
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

Christa Young Christa Young Greater Minneapolis-St. Paul Area Details
Christa Young's Ameriprise Financial Services, Inc. Experience February 2010 - Present
Job Advisor Practice Tools and Capabilities at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Paul St.Onge Paul St.Onge St. Cloud, Minnesota Area Details
Paul St.Onge's Ameriprise Financial Services, Inc. Experience January 2006 - August 2010
Job Business Solutions Consultant
Industry Financial Services
Experience
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

Paul Scleparis Paul Scleparis Greater Boston Area Details
Paul Scleparis's Ameriprise Financial Services, Inc. Experience April 2012 - June 2012
Job Research Analyst, Meketa Investment Group
Industry Investment Management
Experience
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

Alex Sheldon Alex Sheldon Framingham, Massachusetts Details
Alex Sheldon's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Intern at Ameriprise Financial, Inc
Industry Financial Services
Experience
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

Bridget Gavin Bridget Gavin Bristol, Connecticut Details
Bridget Gavin's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Graduate with a B.S. Marketing from Bentley University
Industry Marketing and Advertising
Experience
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

Lillien (Tillapaugh) Kenyon Lillien (Tillapaugh) Kenyon Greater Boston Area Details
Lillien (Tillapaugh) Kenyon's Ameriprise Financial Services, Inc. Experience September 2010 - December 2010
Job Marketing/Sales Manager
Industry Marketing and Advertising
Experience
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

Norman R. Henry CFP, CLU, ChFC Norman R. Henry CFP, CLU, ChFC Sioux City, Iowa Area Details
Norman R. Henry CFP, CLU, ChFC's Ameriprise Financial Services, Inc. Experience January 1980 - July 1996
Job Financial Advisor
Industry Financial Services
Experience
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

Matt Erbaio, CFP®, CRPC® Matt Erbaio, CFP®, CRPC® Greater New York City Area Details
Matt Erbaio, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Laura Petrucelli Laura Petrucelli Greater New York City Area Details
Laura Petrucelli's Ameriprise Financial Services, Inc. Experience September 2010 - October 2012
Job Director of Project Management, Brand at WWE
Industry Media Production
Experience
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

Jessica Kneeshaw Jessica Kneeshaw Greater Minneapolis-St. Paul Area Details
Jessica Kneeshaw's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Director, Program Management and Web/Digital Strategy and Implementation
Industry Financial Services
Experience
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

Steven A. Phillips, CFP, CLU, MBA, AEP Steven A. Phillips, CFP, CLU, MBA, AEP Knoxville, Tennessee Area Details
Steven A. Phillips, CFP, CLU, MBA, AEP's Ameriprise Financial Services, Inc. Experience July 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1996 - Present

Education
University of Tennessee-Knoxville   1982 — 1984
MBA, Finance

Berea College   1973 — 1977
BS, Business

Sue Nauss, CRPC® Sue Nauss, CRPC® Greater Minneapolis-St. Paul Area Details
Sue Nauss, CRPC®'s Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc., Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2001 - Present
Vita Essentials, Inc   January 1999 - January 2001

Education
Bemidji State University

Thomas P. Holland, CFP® Thomas P. Holland, CFP® Greater Boston Area Details
Thomas P. Holland, CFP®'s Ameriprise Financial Services, Inc. Experience 1992 - 1997
Job Partner, Wealth Advisor, Global Vision Advisors, LLC.
Industry Financial Services
Experience
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

Chris Pankratz Chris Pankratz Greater Minneapolis-St. Paul Area Details
Chris Pankratz's Ameriprise Financial Services, Inc. Experience June 1987 - March 1995
Job Independent Financial Advisor | CFP® | Financial Dimensions Group, Inc
Industry Financial Services
Experience
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

Matt Fenton Matt Fenton New York, New York Details
Matt Fenton's Ameriprise Financial Services, Inc. Experience January 2011 - April 2011
Job Consultant at Deloitte
Industry Management Consulting
Experience
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

Reggie Kemna, CFP® Reggie Kemna, CFP® Kansas City, Missouri Area Details
Reggie Kemna, CFP®'s Ameriprise Financial Services, Inc. Experience August 2000 - Present
Job Financial Advisor, Certified Financial Planner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2000 - Present

Education
Benedictine College   1993 — 1997

Benedictine College   1993 — 1997

Gregory Duval Gregory Duval Greater New York City Area Details
Gregory Duval's Ameriprise Financial Services, Inc. Experience May 2014 - July 2015
Job Candidate for Bachelor of Science in EconomicsFinance
Industry Financial Services
Experience
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

Julie Gonzales Julie Gonzales Downers Grove, Illinois Details
Julie Gonzales's Ameriprise Financial Services, Inc. Experience October 2012 - April 2013
Job Staff Accountant at EbyBrown Company, LLC
Industry Accounting
Experience
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

Jared Taggart, MBA Jared Taggart, MBA Greater Minneapolis-St. Paul Area Details
Jared Taggart, MBA's Ameriprise Financial Services, Inc. Experience November 2011 - June 2013
Job Business Development Technology Manager at Questar Capital Corporation
Industry Financial Services
Experience
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

Allysa DeVoe Allysa DeVoe Greater Boston Area Details
Allysa DeVoe's Ameriprise Financial Services, Inc. Experience May 2013 - September 2013
Job Corporate FP&A Associate at Boston Scientific
Industry Financial Services
Experience
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

Patrick Furlong, CRPC Patrick Furlong, CRPC Hibbing, Minnesota Details
Patrick Furlong, CRPC's Ameriprise Financial Services, Inc. Experience September 2004 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2004 - Present
Hibbing High School   September 1994 - September 2003

Education
Bemidji State University   1991 — 1993
BS, Secondary Education

Alexander Jenney Alexander Jenney Windham, New Hampshire Details
Alexander Jenney's Ameriprise Financial Services, Inc. Experience November 2013 - October 2014
Job Treasury Analyst at Dassault Systemes
Industry Financial Services
Experience
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

Russell Beckwith Russell Beckwith Hingham, Massachusetts Details
Russell Beckwith's Ameriprise Financial Services, Inc. Experience November 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1994 - Present

Education
Bentley University   1988 — 1992
BS, Finance

Kaitlyn Dunn Kaitlyn Dunn Greater Boston Area Details
Kaitlyn Dunn's Ameriprise Financial Services, Inc. Experience January 2010 - March 2012
Job Analyst at Business Intelligence Advisors
Industry Financial Services
Experience
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

Buddy Gormley Buddy Gormley Greater Boston Area Details
Buddy Gormley's Ameriprise Financial Services, Inc. Experience March 2011 - December 2011
Job Account Executive, Epsilon
Industry Marketing and Advertising
Experience
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

Erin Shannon Erin Shannon Nashua, New Hampshire Details
Erin Shannon's Ameriprise Financial Services, Inc. Experience September 2013 - December 2013
Job Technology Risk Advisory at Deloitte
Industry Accounting
Experience
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

Rachael Dempsey Rachael Dempsey Greater Boston Area Details
Rachael Dempsey's Ameriprise Financial Services, Inc. Experience September 2013 - April 2014
Job Operations Consultant | Focusing on generating leads and creating budget efficiency for a Fortune 200 company
Industry Information Technology and Services
Experience
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

Zachary Crovetti Zachary Crovetti Greater Boston Area Details
Zachary Crovetti's Ameriprise Financial Services, Inc. Experience 2014 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

Jim McClintick, MBA, CRPC® Jim McClintick, MBA, CRPC® Minneapolis, Minnesota Details
Jim McClintick, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Regional Sales Director Riversource Annuities at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Harris Smriko Harris Smriko Greater Boston Area Details
Harris Smriko's Ameriprise Financial Services, Inc. Experience January 2010 - June 2010
Job Research and Operations | Life Long Student of Economics
Industry Financial Services
Experience
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

Joseph Latino Joseph Latino Greater Boston Area Details
Joseph Latino's Ameriprise Financial Services, Inc. Experience May 2009 - August 2009
Job Financial Analyst at The Hanover Insurance Group
Industry Financial Services
Experience
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

Laura Li Laura Li Greater Boston Area Details
Laura Li's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Data Analyst in Healthcare Industry / Pricing Analyst / Business Risk Consultant at Deloitte & Touche LLP
Industry Marketing and Advertising
Experience
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

Andrea Riley Arnesen, CFP, ChFC, CASL Andrea Riley Arnesen, CFP, ChFC, CASL Greater Boston Area Details
Andrea Riley Arnesen, CFP, ChFC, CASL's Ameriprise Financial Services, Inc. Experience September 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc., 74 Northeastern Blvd, Suite 17A, Nashua, NH 03062
Industry Financial Services
Experience
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

Anne Marie Moscarello Anne Marie Moscarello Greater New York City Area Details
Anne Marie Moscarello's Ameriprise Financial Services, Inc. Experience January 2011 - June 2011
Job Associate in Assurance at PricewaterhouseCoopers, LLP
Industry Accounting
Experience
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

Karen Hamlin Karen Hamlin Osseo, Minnesota Details
Karen Hamlin's Ameriprise Financial Services, Inc. Experience December 2010 - March 2013
Job Quality Assurance Analyst, Assistant Vice President at TD
Industry Financial Services
Experience
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

Emily Rome Emily Rome Greater Boston Area Details
Emily Rome's Ameriprise Financial Services, Inc. Experience February 2011 - May 2013
Job GAGE & WILSON AMERIPRISE FINANCIAL Paraplanner & Insurance Specialist
Industry Financial Services
Experience
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

Brendan Crowe Brendan Crowe Greater Boston Area Details
Brendan Crowe's Ameriprise Financial Services, Inc. Experience May 2011 - September 2011
Job Business Operations Analyst, Americas Enterprise Sales Operations at EMC
Industry Financial Services
Experience
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

Jeffrey Pineda Jeffrey Pineda Greater Boston Area Details
Jeffrey Pineda's Ameriprise Financial Services, Inc. Experience May 2011 - May 2013
Job Internal Business Consultant at John Hancock Financial Services
Industry Financial Services
Experience
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

Amanda Azzinnari Amanda Azzinnari New York, New York Details
Amanda Azzinnari's Ameriprise Financial Services, Inc. Experience October 2011 - January 2012
Job Omni Merchandise Assistant at J.Crew
Industry Retail
Experience
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

Christina Guglielmo Christina Guglielmo Greater New York City Area Details
Christina Guglielmo's Ameriprise Financial Services, Inc. Experience May 2007 - September 2007
Job Senior Account Executive at Yelp.com
Industry Marketing and Advertising
Experience
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

Alex McCarthy Alex McCarthy Greater Boston Area Details
Alex McCarthy's Ameriprise Financial Services, Inc. Experience January 2010 - May 2010
Job Relationship Manager Defined Contribution at State Street Global Advisors
Industry Financial Services
Experience
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

Michael Ahrendt Michael Ahrendt Greater New York City Area Details
Michael Ahrendt's Ameriprise Financial Services, Inc. Experience May 2013 - December 2013
Job Private Banking Analyst
Industry Financial Services
Experience
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

Brendan Sheehan, MSPF, CFP® Brendan Sheehan, MSPF, CFP® Greater Boston Area Details
Brendan Sheehan, MSPF, CFP®'s Ameriprise Financial Services, Inc. Experience July 2008 - August 2013
Job Private Wealth Advisor at Waymark Wealth Managment
Industry Financial Services
Experience
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

Brooke Carleen Brooke Carleen New Providence, New Jersey Details
Brooke Carleen's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job Regulatory Control Intern at Fidelity Investments
Industry Financial Services
Experience
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

Mikerson Laurent Mikerson Laurent Waltham, Massachusetts Details
Mikerson Laurent's Ameriprise Financial Services, Inc. Experience May 2012 - May 2013
Job Master of Science in Finance Candidate at McCallum Graduate School, Bentley University
Industry Financial Services
Experience
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

Amy Margolius Amy Margolius Greater New York City Area Details
Amy Margolius's Ameriprise Financial Services, Inc. Experience March 2011 - August 2011
Job Assistant Buyer at Citi Trends
Industry Apparel & Fashion
Experience
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

Lanita Tetzlaff Lanita Tetzlaff South Bend, Indiana Details
Lanita Tetzlaff's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Business Processor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Laura Sharer Laura Sharer Minneapolis, Minnesota Details
Laura Sharer's Ameriprise Financial Services, Inc. Experience June 2011 - April 2013
Job Relationship Lender at TCF Bank
Industry Financial Services
Experience
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

Parita Amin Parita Amin Greater Boston Area Details
Parita Amin's Ameriprise Financial Services, Inc. Experience August 2011 - April 2013
Job Intern at Ameriprise Financial
Industry Financial Services
Experience
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

Jonathan Swenson Jonathan Swenson Greater Minneapolis-St. Paul Area Details
Jonathan Swenson's Ameriprise Financial Services, Inc. Experience March 2012 - August 2012
Job Infusionsoft Success Consultant : : Chapel Hill Youth : : Roseville Young Life : : Roseville Soccer/Track Coach
Industry Financial Services
Experience
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

Samuel Sloan Samuel Sloan Greater Boston Area Details
Samuel Sloan's Ameriprise Financial Services, Inc. Experience 2009 - 2009
Job Enterprise Account Manager at Oracle
Industry Financial Services
Experience
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

Suzy Hallak Suzy Hallak Greater New York City Area Details
Suzy Hallak's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job EY Business Advisory Program Intern
Industry Financial Services
Experience
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

Kyle Samant Kyle Samant Shrewsbury, Massachusetts Details
Kyle Samant's Ameriprise Financial Services, Inc. Experience June 2014 - August 2015
Job Intern at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
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

James Sullivan Canavan Jr. James Sullivan Canavan Jr. New York, New York Details
James Sullivan Canavan Jr.'s Ameriprise Financial Services, Inc. Experience September 2012 - September 2014
Job Regulatory Compliance Financial Services at KPMG
Industry Financial Services
Experience
KPMG  January 2015 - Present
KPMG  August 2014 - Present
Ameriprise Financial Services, Inc.   September 2012 - September 2014

Skills
Risk Consulting

Education
Bentley University   2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General

Francis Lynch Francis Lynch Boston, Massachusetts Details
Francis Lynch's Ameriprise Financial Services, Inc. Experience January 2009 - May 2009
Job Investment Research
Industry Investment Management
Experience
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

Heather Conover Heather Conover Greater Minneapolis-St. Paul Area Details
Heather Conover's Ameriprise Financial Services, Inc. Experience May 2011 - February 2012
Job Human Resources Professional
Industry Human Resources
Experience
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

Jody Dinslage, CFP® Jody Dinslage, CFP® Greater Minneapolis-St. Paul Area Details
Jody Dinslage, CFP®'s Ameriprise Financial Services, Inc. Experience January 2010 - April 2011
Job Business Architect, Technical Product Manager
Industry Financial Services
Experience
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

Nicholas Brandt, CFA, CFP® Nicholas Brandt, CFA, CFP® Cincinnati Area Details
Nicholas Brandt, CFA, CFP®'s Ameriprise Financial Services, Inc. Experience October 2012 - January 2014
Job Senior Portfolio Manager Associate at Retirement Corporation of America.
Industry Financial Services
Experience
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

Bronwyn Ann Reynolds Bronwyn Ann Reynolds Greater Minneapolis-St. Paul Area Details
Bronwyn Ann Reynolds's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Sr Business analyst Consultant at Ameriprise Financial Services, Inc. (FulCrum Consulting)
Industry Financial Services
Experience
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

Jason Trujillo, CSP, PMP, CSM, CSPO Jason Trujillo, CSP, PMP, CSM, CSPO Greater Atlanta Area Details
Jason Trujillo, CSP, PMP, CSM, CSPO's Ameriprise Financial Services, Inc. Experience August 2010 - August 2012
Job Agile Transformation Manager at The Home Depot
Industry Information Technology and Services
Experience
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

Dave Shroyer, CRPC Dave Shroyer, CRPC Greater Minneapolis-St. Paul Area Details
Dave Shroyer, CRPC's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Services Professional, CRPC®
Industry Financial Services
Experience
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

JoAnn Blanchard JoAnn Blanchard Greater Minneapolis-St. Paul Area Details
JoAnn Blanchard's Ameriprise Financial Services, Inc. Experience June 2014 - June 2015
Job Consultant Enterprise Data Architect
Industry Information Technology and Services
Experience
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

Robbie Gonsalves Robbie Gonsalves Greater Boston Area Details
Robbie Gonsalves's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Executive Inside Sales Representative (EISR) at By Appointment Only, Inc.
Industry Information Technology and Services
Experience
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

Eugene Lonergan, CFP®, CRPC® Eugene Lonergan, CFP®, CRPC® Greater Boston Area Details
Eugene Lonergan, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jamie Vargo Jamie Vargo Greater Minneapolis-St. Paul Area Details
Jamie Vargo's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Communications Manager, Ameriprise
Industry Human Resources
Experience
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

Mark Olzenak Mark Olzenak Greater Minneapolis-St. Paul Area Details
Mark Olzenak's Ameriprise Financial Services, Inc. Experience February 2007 - December 2009
Job Director, IT Development at DTI LLC
Industry Legal Services
Experience
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.)

Patricia Hempstead Patricia Hempstead San Francisco Bay Area Details
Patricia Hempstead's Ameriprise Financial Services, Inc. Experience December 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc. CA Insurance #0D65688
Industry Financial Services
Experience
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)

Bill Tsoulos MBA Bill Tsoulos MBA Chicago, Illinois Details
Bill Tsoulos MBA's Ameriprise Financial Services, Inc. Experience October 2011 - October 2013
Job Sr. Regional Sales Facilitator at MetLife
Industry Financial Services
Experience
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

Jeanne Preston Jeanne Preston Greater Minneapolis-St. Paul Area Details
Jeanne Preston's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Paraplanner/Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lorraine Tracy Lorraine Tracy Greater Boston Area Details
Lorraine Tracy's Ameriprise Financial Services, Inc. Experience September 2005 - August 2007
Job Manager, Data Integrity & Reconciliation at Commonwealth Financial Network
Industry Financial Services
Experience
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

Jay Grandfield CRPC® Jay Grandfield CRPC® Dayton, Ohio Area Details
Jay Grandfield CRPC®'s Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Jennifer Labovitz Jennifer Labovitz Greater Boston Area Details
Jennifer Labovitz's Ameriprise Financial Services, Inc. Experience July 2008 - May 2009
Job Director of Operations at Infotool Inc.
Industry Management Consulting
Experience
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

Mindy Millar Mindy Millar Greater Minneapolis-St. Paul Area Details
Mindy Millar's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Accountant seeking new opportunities
Industry Accounting
Experience
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

Rohan Mehta, CFP® Rohan Mehta, CFP® Greater Boston Area Details
Rohan Mehta, CFP®'s Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Pamela Macek Pamela Macek Greater New York City Area Details
Pamela Macek's Ameriprise Financial Services, Inc. Experience March 2011 - June 2011
Job Student of Legal Studies
Industry Legal Services
Experience
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

Jamie Lytton Jamie Lytton Blacksburg, Virginia Details
Jamie Lytton's Ameriprise Financial Services, Inc. Experience March 2013 - August 2013
Job Financial Analyst at WAM Global
Industry Accounting
Experience
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)

Mindy Hildre Mindy Hildre Greater Minneapolis-St. Paul Area Details
Mindy Hildre's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
Ameriprise Financial  August 1999 - December 2012

Skills
Training

Education
Bemidji State University   1995 — 1997
liberal arts

Harish Chintada Harish Chintada Minneapolis, Minnesota Details
Harish Chintada's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Manager Technology Operations for Digital Technology Assets.
Industry Information Technology and Services
Experience
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

Joseph Kusper Joseph Kusper Greater Chicago Area Details
Joseph Kusper's Ameriprise Financial Services, Inc. Experience April 2011 - May 2013
Job Regional Business Manager at National Bureau of Property Administration
Industry Real Estate
Experience
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

Helen Corbett Jones Helen Corbett Jones Greater Boston Area Details
Helen Corbett Jones's Ameriprise Financial Services, Inc. Experience November 2012 - August 2013
Job Customer Service Assistant
Industry Banking
Experience
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

Troy Sawyer Troy Sawyer Greater Minneapolis-St. Paul Area Details
Troy Sawyer's Ameriprise Financial Services, Inc. Experience March 2005 - May 2006
Job Manager Proxy Voting at Columbia Management
Industry Financial Services
Experience
Columbia Management  February 1997 - Present
Ameriprise Financial Services, Inc.   March 2005 - May 2006

Education
Bemidji State University   1992 — 1996
Business Administration, Concentration in Finance

Tony Tokarz Tony Tokarz Greater Minneapolis-St. Paul Area Details
Tony Tokarz's Ameriprise Financial Services, Inc. Experience July 2007 - September 2015
Job Actuary Seeking New Opportunities
Industry Financial Services
Experience
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

Dennis Arsenault Dennis Arsenault Greater Boston Area Details
Dennis Arsenault's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Lead Technical Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Steven Jenness, MBA Steven Jenness, MBA Springfield, Illinois Area Details
Steven Jenness, MBA's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Paraplanner
Industry Investment Management
Experience
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

Nicholas Restivo, MSFP Nicholas Restivo, MSFP Greater Boston Area Details
Nicholas Restivo, MSFP's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Edward V Creed CFP®, CLU®, ChFC® Edward V Creed CFP®, CLU®, ChFC® Carlsbad, California Details
Edward V Creed CFP®, CLU®, ChFC®'s Ameriprise Financial Services, Inc. Experience April 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. Insurance License:0C05876
Industry Financial Services
Experience
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

Bradley Rosenfield Bradley Rosenfield Waltham, Massachusetts Details
Bradley Rosenfield's Ameriprise Financial Services, Inc. Experience November 2013 - May 2015
Job Junior Associate Intern at Sapient Global Markets
Industry Financial Services
Experience
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

Andrew Konicov Andrew Konicov Providence, Rhode Island Details
Andrew Konicov's Ameriprise Financial Services, Inc. Experience January 2008 - August 2008
Job VP of Audit at Health Strategy, LLC
Industry Pharmaceuticals
Experience
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

Jordan Cobb Jordan Cobb Biddeford, Maine Details
Jordan Cobb's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job Finance Intern at State Street
Industry Financial Services
Experience
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

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