Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Brett Sullivan Brett Sullivan Greater Minneapolis-St. Paul Area Details
Brett Sullivan's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Business Analyst II at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   August 2012 - February 2015
Ameriprise Financial Services, Inc.   May 2011 - September 2012
AXA Advisors, LLC  August 2010 - February 2011

Skills
Microsoft Excel, Account Reconciliation, Access, Monarch Pro, Project Management, Project Coordination, Analysis, Accounting, Mutual Funds, Portfolio Management, PowerPoint

Education
University of Minnesota - Carlson School of Management   2013 — 2016
Master of Business Administration (M.B.A.), Finance

University of Wisconsin-Madison   2006 — 2010
BS, Economics

Jacob Wagner Jacob Wagner Greater Detroit Area Details
Jacob Wagner's Ameriprise Financial Services, Inc. Experience October 2011 - September 2014
Job Financial Advisor with Merrill Lynch / Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2014 - Present
Ameriprise Financial Services, Inc.   October 2011 - September 2014

Education
University of Michigan
Bachelor of Science (BS), Statistics

Jessica Cornwall Jessica Cornwall Portland, Maine Area Details
Jessica Cornwall's Ameriprise Financial Services, Inc. Experience August 2007 - Present
Job Field Operations Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2007 - Present
Central Maine Federal Credit Union   August 2003 - July 2007

Skills
Office Administration, Operations Management, Leadership, Training, Customer Service, Management, Team Leadership

Education
University of Massachusetts, Amherst   1997 — 2001
Bachelor of Arts (BA), Communications, Cum Laude

Lewiston High School

Lewiston High School

Andrew Hathaway, CFP® Andrew Hathaway, CFP® Greater San Diego Area Details
Andrew Hathaway, CFP®'s Ameriprise Financial Services, Inc. Experience February 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2006 - Present

Education
University of Michigan - Stephen M. Ross School of Business   2001 — 2005
BBA, Finance

North Farmington High School   1997 — 2001

Matthew Recker Matthew Recker West Bloomfield, Michigan Details
Matthew Recker's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  June 2015 - Present
Maize and Blue Fund  October 2014 - Present
Pi Kappa Phi Fraternity  January 2014 - January 2015
Morningstar  May 2014 - July 2014
Stout Risius Ross  August 2013 - August 2013
Ameriprise Financial Services, Inc.   May 2013 - August 2013

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2016
Bachelor of Business Administration

Orchard Lake St. Mary's Prep   2008 — 2012
Graduated Summa Cum Laude

Sam Kubek Sam Kubek Greater Chicago Area Details
Sam Kubek's Ameriprise Financial Services, Inc. Experience August 2012 - November 2012
Job Analyst at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group  June 2013 - Present
Blue Stone International  June 2013 - October 2013
Express Scripts  May 2012 - May 2013
Ameriprise Financial Services, Inc.   August 2012 - November 2012
CLIC Sargent  January 2012 - April 2012

Skills
Leadership, Microsoft Office, Research, Customer Service, Analysis, Visio, Data Analysis, Microsoft Excel, PowerPoint, Budgets, Microsoft Word, Visual Studio, Projects, Microsoft Technologies, Hyperion EPM, Strategic Finance, Strategic Planning, Financial Modeling, Essbase, Hyperion

Education
University of Minnesota - Carlson School of Management   2009 — 2013
Bachelor, Science and Business; Finance and Management Information Systems degrees

CAPA International Education   2012 — 2012
Semester Study Abroad Experience - London, United Kingdom, International Finance and Economics

Middleton High School

Adam R. Maki, CFS Adam R. Maki, CFS Greater Minneapolis-St. Paul Area Details
Adam R. Maki, CFS's Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2000 - Present
Ameriprise Financial Services, Inc.   September 2001 - March 2006

Education
University of Minnesota - Carlson School of Management   1995 — 1999
Business, Finance, Insurance

Hannah Everett Hannah Everett Chicago, Illinois Details
Hannah Everett's Ameriprise Financial Services, Inc. Experience September 2012 - July 2013
Job Sr. Associate, SC Johnson NA Marketing Commercialization
Industry Marketing and Advertising
Experience
SC Johnson  July 2015 - Present
SC Johnson  August 2014 - July 2015
Michigan Business Women   April 2013 - May 2014
SC Johnson  May 2013 - August 2013
Lilly Pulitzer  May 2011 - August 2013
Ameriprise Financial Services, Inc.   September 2012 - July 2013
Ross School of Business Luxury Goods and Retail Club   January 2012 - March 2013
Elie Tahari  May 2012 - September 2012

Skills
Marketing, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Marketing Communications, Market Research, Brand Management, Sales

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Marketing

Grosse Pointe North High School   2006 — 2010

Timothy LePain, CRPC Timothy LePain, CRPC Greater Boston Area Details
Timothy LePain, CRPC's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
ING Financial Partners  2009 - 2011
Sun Life Financial  2003 - 2009
American Express  2001 - 2003
John Hancock Life Insurance Company (U.S.A.)   1998 - 2001
U.S. Telecenters   1996 - 1998

Skills
Retirement Planning, Retirement, Investments, Estate Planning, Fixed Annuities, Finance, Long-term Care, Insurance, Mutual Funds, Financial Services

Education
University of Massachusetts, Amherst   1991 — 1995
B.S., Sociology/Business

David Schwister David Schwister San Francisco Bay Area Details
David Schwister's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Business Development & Strategic Partnerships at Google
Industry Internet
Experience
Google  June 2015 - Present
Mental Health Association of San Francisco  May 2015 - Present
Google  December 2012 - June 2015
Google  January 2012 - December 2012
Google  September 2011 - December 2011
Sandler O'Neill & Partners, L.P.   May 2010 - April 2011
Faegre & Benson LLP  May 2009 - August 2009
Faegre & Benson LLP  May 2008 - August 2008
Northwest Airlines  May 2007 - September 2007
Ameriprise Financial Services, Inc.   2005 - 2006

Skills
Strategic Partnerships, Business Development, Mergers, Strategic Planning, Contract Negotiation, Strategy, Competitive Analysis, Management

Education
Washington University in St. Louis
J.D., M&A and Securities Law

Washington University in St. Louis
M.B.A., Strategy and General Management

University of Minnesota - Carlson School of Management
B.S., Marketing and Entrepreneurial Management

Seth Steinbach Seth Steinbach Minneapolis, Minnesota Details
Seth Steinbach's Ameriprise Financial Services, Inc. Experience April 2009 - March 2012
Job
Industry Financial Services
Experience
MoneyGram International  March 2012 - Present
U.S. Navy Reserve   May 2008 - May 2012
Ameriprise Financial Services, Inc.   April 2009 - March 2012
Ameriprise Financial  September 2005 - April 2009
Army National Guard  June 2002 - May 2008
American Express  2000 - 2005

Skills
Enterprise Software, Data Center, Vendor Management, Leadership, Security, Management, IT Strategy, Virtualization, Strategy, Enterprise Architecture

Education
University of Minnesota - Carlson School of Management   1997 — 2001
B.S.B, Management of Information Systems and Entrepreneurial Studies

Adam Manning Adam Manning Denver, Colorado Details
Adam Manning's Ameriprise Financial Services, Inc. Experience August 2011 - November 2012
Job Manager, Personal Retirement Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  October 2014 - Present
Transamerica Retirement Solutions  December 2012 - October 2014
Ameriprise Financial Services, Inc.   August 2011 - November 2012
University of Michigan  November 2007 - May 2011

Education
University of Michigan   2007 — 2010
Bachelor of Arts (B.A.), Latin American and Caribbean Studies, Political Science

Missy Anderson, PMP Missy Anderson, PMP Austin, Texas Details
Missy Anderson, PMP's Ameriprise Financial Services, Inc. Experience June 2006 - August 2006
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte  August 2015 - Present
Deloitte  July 2013 - Present
University of Wisconsin-Madison  July 2011 - May 2012
Medtronic  2012 - 2012
Deloitte Consulting  July 2007 - May 2011
Ameriprise Financial Services, Inc.   June 2006 - August 2006
United States Senate  May 2004 - July 2004

Skills
Process Modeling, Software Testing Life..., Project Management

Education
University of Wisconsin-Madison - School of Business   2011 — 2013
MBA, Operations Management

University of Minnesota - Carlson School of Management   2003 — 2007
BS, Accounting, International Business

David Mallia David Mallia Greater Detroit Area Details
David Mallia's Ameriprise Financial Services, Inc. Experience January 2013 - June 2015
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - June 2015
Hantz Financial  January 1998 - January 2013
Hantz Financial  1998 - 2013
IDS/ American Express Financial Advisors   1993 - 1997

Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Fixed Annuities, Series 7, Investment Advisory, Finance, Estate Planning, Mutual Funds, Financial Analysis, Securities, Series 24, Retirement, Uniform Combined State..., Life Insurance, Insurance, Portfolio Management, Asset Allocation, Equities, Risk Management

Education
University of Michigan   1983 — 1998
BA, Political Science

Hartland High School-Class of 1983   1980 — 1983
Diploma

Joe Colell Joe Colell Greater Boston Area Details
Joe Colell's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm   July 1998 - Present
LPL Financial  August 1994 - Present
Morgan Stanley Wealth Management  May 1990 - April 1993
Merrill Lynch  June 1981 - April 1990

Skills
Investments, Investment Strategies, Portfolio Management, Financial Advisory, Series 7, Mutual Funds, Alternative Investments, Retirement, Asset Management, Finance

Education
University of Massachusetts, Amherst
BBA-Bachelor of Business Administration (BBA), Business/Managerial Economics

Emelia Scheidt Emelia Scheidt Greater New York City Area Details
Emelia Scheidt's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Assistant to the Chairman at Richard L. Feigen & Co.
Industry Fine Art
Experience
Richard L. Feigen & Co.   April 2014 - Present
JONATHAN BOOS GALLERY   January 2013 - April 2014
Ameriprise Financial Services, Inc.   June 2011 - August 2011
Miller Canfield  May 2010 - August 2010

Skills
Social Media, Marketing, History of Art, Event Planning, Microsoft Office, Business Strategy, Professional Writing, Written & Oral..., Financial Marketing, Cross-functional Team..., Work in A Fast Paced..., Strategic Public..., Service Orientation, Highly motivated...

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Marketing and Strategy

Ernest W Seaholm High School   2004 — 2008
College preparatory

Steven J. Gehrke, CFP®, MBA Steven J. Gehrke, CFP®, MBA Lakeville, Minnesota Details
Steven J. Gehrke, CFP®, MBA's Ameriprise Financial Services, Inc. Experience October 2002 - Present
Job Financial Advisor
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   October 2002 - Present
Accenture  August 1998 - August 2002
TCF Financial  April 1994 - August 1998

Education
University of Minnesota - Carlson School of Management   1997 — 1998
MBA, Finance, MIS

University of Minnesota-Twin Cities   1985 — 1990
BS, Economics

Jason Mannion Jason Mannion Greater Philadelphia Area Details
Jason Mannion's Ameriprise Financial Services, Inc. Experience May 2006 - August 2006
Job Trader at Vanguard
Industry Financial Services
Experience
Vanguard  November 2013 - Present
Vanguard  February 2012 - November 2013
Gain Capital  August 2008 - October 2011
GAIN Capital  November 2007 - August 2008
Runnymede Farm   2004 - 2007
Ameriprise Financial Services, Inc.   May 2006 - August 2006
Rheologics, Inc.   2001 - 2003

Skills
Trading, Equities, Options, Investments, Technical Analysis, Mutual Funds, Financial Markets, Portfolio Management, Securities, Trading Systems, FX Options, FINRA, Bloomberg, Finance, Account Management, FX, Client Services, Emotional Intelligence, Microsoft Excel, Employee Training, Creative Solutions, Idea Person, Microsoft Office, Sales, Risk Management, Customer Service, Leadership, Adobe Creative Suite, Photoshop, AutoCAD, Relationship Management, Marketing Strategy, Strategic Planning, Interpersonal Skills, Marketing Communications, Brokerage

Education
University of Miami   2003 — 2007
Bachelors of Business Administration, International Finance and Marketing, 3.5 out of 4.0 in Major

Leslie Materne Leslie Materne United States Details
Leslie Materne's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job International Tax Associate at PwC
Industry Accounting
Experience
PwC  September 2014 - Present
University of Michigan Ross School of Business  September 2013 - May 2014
PwC  June 2013 - September 2013
Ameriprise Financial Services, Inc.   January 2013 - May 2013
Plante Moran  June 2012 - August 2012
University of Michigan - Center for Statistical Consultation and Research (CSCAR)   May 2011 - October 2011

Skills
Tax, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Teamwork, International Tax, Corporate Tax, Financial Accounting, Financial Reporting, Cost Accounting, Mergers & Acquisitions, International Finance, Financial Audits, Finance, Quarterly Reviews, International Tax..., Corporate Law, Business Economics, Tax Research, Due Diligence, Statistics, Sustainability

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2014
Master of Accounting, with High Distinction

University of Michigan - Stephen M. Ross School of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting Concentration, with High Distinction

Richard Landi Richard Landi Fort Lauderdale, Florida Details
Richard Landi's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job RP, Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2010 - Present
Wachovia/Wells Fargo Advisor   May 2006 - January 2010
Morgan Stanley  February 1991 - April 2006

Education
University of Miami - School of Business   1980 — 1983
BA Finance, Finance, General

Mount Scenario College - Ladysmith, WI.   1978 — 1980

Miami Palmetto Senior High   1975 — 1978

Josh Ryan, CFA Josh Ryan, CFA Greater Minneapolis-St. Paul Area Details
Josh Ryan, CFA's Ameriprise Financial Services, Inc. Experience August 2002 - June 2005
Job High Yield/Credit Arb Investment Professional
Industry Investment Management
Experience
Whitebox Advisors  February 2008 - Present
Varde Partners  2005 - 2008
Ameriprise Financial Services, Inc.   August 2002 - June 2005

Education
University of Minnesota - Carlson School of Management   1998 — 2002
Finance

Kanchan Mukherjee, PMP®, CSM® Kanchan Mukherjee, PMP®, CSM® Greater Seattle Area Details
Kanchan Mukherjee, PMP®, CSM®'s Ameriprise Financial Services, Inc. Experience 2007 - 2010
Job Seeking program/product management opportunities
Industry Financial Services
Experience
HSBC  May 2015 - July 2015
Ameriprise Financial  2010 - 2013
Ameriprise Financial Services, Inc.   2007 - 2010
Oracle Financial Services Software  2005 - 2006
Cognizant Technology Solutions  2003 - 2005
Avesta Computer Services  2000 - 2003

Skills
Cross-functional Team..., Business Analysis, CRM, Program Management, Strategy, Financial Services, Leadership, Management, SDLC, Analysis, Vendor Management, Banking, Strategic Planning, Financial Analysis, Business Development, Product Development, Agile Project Management

Education
University of Minnesota - Carlson School of Management   2005 — 2007
MBA, Marketing

University of Mumbai   1993 — 1997
Bachelor of Science (BS), Computer Engineering

Swami Vivekanand High School   1980 — 1993

Neil Howe, FLMI, CLU, ChFC Neil Howe, FLMI, CLU, ChFC Greater Minneapolis-St. Paul Area Details
Neil Howe, FLMI, CLU, ChFC's Ameriprise Financial Services, Inc. Experience November 2012 - March 2015
Job Senior Life Wholesaler at Voya Financial
Industry Insurance
Experience
Voya Financial  March 2015 - Present
Ameriprise Financial Services, Inc.   November 2012 - March 2015
ING US  April 2004 - October 2012
The Hartford  September 1996 - April 2004

Skills
Series 6, Life Insurance, Premium Financing, Estate Planning, Buy-sell Planning, Executive Benefits, Marketing, Buy-sell Agreements, Series 63, MN Life & Health..., Long Term Care Insurance, Disability Insurance

Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Marketing

Richard Lowery Richard Lowery Appleton, Wisconsin Details
Richard Lowery's Ameriprise Financial Services, Inc. Experience August 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2002 - Present
Chef-Fresh Frozen, Inc.   1998 - 2002
Kimberly-Clark  1977 - 1996

Skills
Customer Experience, Ability to Listen, Education Planning, Ethical character, Insurance Broker/agent, Protection Planning, Responsiveness, Small Business Planning

Education
Wharton School, University of Pennsylvania   1975 — 1977
Master of Business Administration (MBA), Business Administration and Management, General

University of Michigan   1969 — 1973
BS, Mechanical Engineering

Meagan Larson Meagan Larson Harrisburg, Pennsylvania Area Details
Meagan Larson's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Regional Sales Director Mid Atlantic Region at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial Services, Inc.   January 2011 - April 2013
Ameriprise Financial Services, Inc.   June 2008 - January 2011
Butcher & Baecker   November 2008 - June 2009

Skills
Retirement Planning..., Team Building, Financial Practice..., Management Consulting, Business Coaching, New Client Acquisitions, Marketing Strategy, Personal Branding, Staff Development, Financial Management

Education
University of Michigan   2004 — 2008
Bachelors of Arts, International Business, Chinese Language and Culture

Kari Padayachee Kari Padayachee Greater Minneapolis-St. Paul Area Details
Kari Padayachee's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job MBA, Manager, Team Practices at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Encompass Law, PLLC   May 2013 - Present
Ameriprise Financial  May 2010 - November 2013
Ameriprise Financial Services, Inc.   May 2008 - May 2010
TCF Bank  July 2006 - April 2008
University of St. Thomas  August 2002 - May 2005

Skills
Social Media, Financial Services, Investments, Project Management, Business Strategy, Marketing Strategy, Management, Networking, Compliance, Business Process Design, Brand Development, PowerPoint

Education
University of Minnesota - Carlson School of Management   2009 — 2014
MBA, Business Strategy & Marketing

University of St. Thomas - Opus College of Business   2001 — 2005
BA, Marketing Management & Entrepreneurship

Dan Mihaescu Dan Mihaescu Southfield, Michigan Details
Dan Mihaescu's Ameriprise Financial Services, Inc. Experience November 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1999 - Present

Education
University of Michigan   1993 — 1997
Bachelor of Arts (B.A.)

University of Michigan   1993 — 1997
Bachelor of Musical Arts (B.M.A.)

Colleen Kennealy Colleen Kennealy Minneapolis, Minnesota Details
Colleen Kennealy's Ameriprise Financial Services, Inc. Experience 2006 - 2011
Job Underwriting Consultant
Industry Insurance
Experience
Carroll Enterprises, Inc.   2012 - Present
Ameriprise Financial Services, Inc.   2006 - 2011
Seldin Company  2004 - 2006
Physicians Mutual Insurance Company  1995 - 2004
Prudential Financial  1993 - 1995
Prudential Financial  1986 - 1993
UNUM  1985 - 1986
Northwestern National Life Insurance Company  1981 - 1985

Skills
Underwriting Management, Customer Service..., Life, Disability,..., Disability Insurance, Budget Management, Project Management, Project Planning, Third Party Vendor..., Staff Development, Salary Administration, Operating Budgets, Underwriting, Property & Casualty..., Universal Life, Field Training, Medicare, Training, Teaching Adults

Education
University of Minnesota - Carlson School of Management
MBA, Master's of Business Administration

Insurance Designations Earned:
CLU, CPCU, ChFC, AALU, FLMI, HIA, ALHC, ACS

St. Catherine University
Bachelor of Arts (BA), French

Keith Dieruf Keith Dieruf Greater Minneapolis-St. Paul Area Details
Keith Dieruf's Ameriprise Financial Services, Inc. Experience May 2010 - October 2012
Job Senior Director, Digital Marketing at Life Time The Healthy Way of Life Company
Industry Marketing and Advertising
Experience
Life Time - The Healthy Way of Life Company  November 2014 - Present
Life Time Fitness  October 2012 - October 2014
Ameriprise Financial Services, Inc.   May 2010 - October 2012
Ameriprise Financial  April 2007 - April 2010
Haworth Marketing & Media  October 2004 - March 2007
MRM Worldwide  May 2002 - October 2004

Skills
Digital Marketing, Direct Marketing, Digital Strategy, Direct Response, Integrated Marketing, Local Marketing, Mobile Advertising, Online Advertising, PPC, SEO, SEM, Social Media Marketing, Web Analytics, Interactive Marketing, Advertising, Interactive Advertising, Digital Media

Education
University of Minnesota - Carlson School of Management
BSB, Marketing

Jason Feinman Jason Feinman Franklin, Michigan Details
Jason Feinman's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Regional VP Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management  April 2015 - Present
River Oak Etf Solutions   November 2013 - May 2015
PIMCO  January 2010 - February 2012
Allianz / Pimco   October 2007 - December 2010
Ameriprise Financial Services, Inc.   2006 - 2007
ProEquities  January 2001 - April 2006

Skills
Series 6, Series 7, Series 63, Series 65, License Life and Health, ETFs, Separately Managed..., Investments, Asset Allocation

Education
University of Michigan

University of Michigan

G. Fred Hillger G. Fred Hillger Deerfield, Illinois Details
G. Fred Hillger's Ameriprise Financial Services, Inc. Experience February 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2004 - Present
Morgan Stanley  March 1999 - January 2004
Energy Trading at Com Ed   February 1997 - February 1999
Fuji Securities Inc  March 1978 - January 1997

Skills
Retirement Planning, Employee Stock Options, Protection..., Wealth Management, Education Funding, Retirement, Investment Advisory, Asset Allocation, Uniform Combined State..., Financial Services, 401k Rollovers

Education
University of Michigan
bbs

Mitchell Stein Mitchell Stein Chicago, Illinois Details
Mitchell Stein's Ameriprise Financial Services, Inc. Experience August 2005 - September 2007
Job Vice President, Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  January 2010 - Present
Citi Smith Barney  September 2007 - January 2010
Ameriprise Financial Services, Inc.   August 2005 - September 2007

Skills
Wealth Management, Investment Strategies, Life Insurance

Education
University of Michigan   2001 — 2005
Bachelor of Arts (B.A.), History

University School- Hunting Valley, OH   1998 — 2001

Nate Thompson Nate Thompson Greater Minneapolis-St. Paul Area Details
Nate Thompson's Ameriprise Financial Services, Inc. Experience October 2010 - May 2012
Job Program Manager at Evolution1
Industry Information Technology and Services
Experience
Evolution1  June 2015 - Present
UnitedHealth Group  January 2013 - June 2015
Cargill  May 2012 - August 2012
Ameriprise Financial Services, Inc.   October 2010 - May 2012
eBay Small Business  June 2007 - October 2010

Skills
Market Research, Management, Strategic Planning, Business Strategy, Financial Analysis, Risk Management, Product Management, Project Management, Process Improvement, Financial Modeling, Entrepreneurship, Coaching, Microsoft Excel, Microsoft Office, Portfolio Management, Investment Research, Personal Finance, Business Analysis

Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance, Entrepreneurial Management

Jim Majkozak Jim Majkozak Greater Minneapolis-St. Paul Area Details
Jim Majkozak's Ameriprise Financial Services, Inc. Experience April 2011 - March 2013
Job Project Manager/Sr. Business Analyst
Industry Program Development
Experience
TD Bank  March 2014 - Present
Ameriprise Financial Services, Inc.   April 2011 - March 2013
Ameriprise Financial Services, Inc.   January 2010 - March 2011
Ameriprise Financial Services, Inc.   July 2008 - December 2009
Ameriprise Financial Services, Inc.   March 2007 - June 2008
Ameriprise Financial Services, Inc.   February 2006 - February 2007
Ajilon Finance Solutions  March 2003 - January 2006
American Express  January 1998 - December 2002

Skills
Portfolio Management, Business Analysis, Project Management, Program Management, SDLC, Risk Management, Financial Services, Strategic Financial..., Vendor Management, Process Improvement, Financial Analysis, PMO, Project Portfolio..., Operations Management, Financial Reporting, Financial Forecasting, Requirements Management, Transfer Pricing, Reporting & Analysis

Education
University of Minnesota - Carlson School of Management   1988 — 1992
BS, Business, Finance Emphasis

PJ Maramba PJ Maramba West Palm Beach, Florida Details
PJ Maramba's Ameriprise Financial Services, Inc. Experience January 2008 - December 2008
Job Retail Visual Merchandiser
Industry Retail
Experience
The Scotts Miracle-Gro Company  December 2013 - Present
Loro Piana  June 2011 - October 2012
Restoration Hardware  January 2009 - November 2009
Ameriprise Financial Services, Inc.   January 2008 - December 2008
Kennedy Homes  April 2006 - August 2007
Ralph Lauren  February 1996 - March 2006

Skills
Customer Service, Store Window Design,..., Retail Ladies, Men's, &..., Ladies, Men's,..., Floral Design &..., Prop, Mannequin, Retail..., Home Construction, Styling, Interior Design, New Home Construction, Inventory Control, Retail, Window Displays, Management, Visual Merchandising, Merchandising, Apparel, Trend Analysis, Fashion, Luxury Goods, Luxury, Sales, Trend Forecasting, Trend, Store Management

Education
University of Miami   1991 — 1993
Master of Business Administration (MBA), Marketing

West Virginia University   1984 — 1989
Bachelor's degree, Marketing

Dan Hoban Dan Hoban Westborough, Massachusetts Details
Dan Hoban's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Financial advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
Wells Fargo Advisors  2008 - 2009
A. G. Edwards and Sons Inc   January 1988 - 2008

Education
University of Massachusetts, Amherst   1979 — 1984
BA, Economics

Darren Kuang Darren Kuang Greater Boston Area Details
Darren Kuang's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Ld Business Systems Analyst Business Intelligence Developer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
State Street Corp  October 2003 - March 2013

Skills
SQL Server, Testing, Databases, JavaScript, SQL, HTML, C#, XML, Programming, Web Applications, .NET, Access, Application Development, Windows, ASP.NET, Visual Basic, Automation, PHP, VB.NET, Visual Studio, Java, SSIS, SSAS, SSRS, SharePoint, Microsoft SQL Server, Software Development, Visio

Education
University of Massachusetts, Amherst   1998 — 2002
Economics, Economics/Computer Science

Nancy Bresse Blomstrom Nancy Bresse Blomstrom Greater Boston Area Details
Nancy Bresse Blomstrom's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Registered Sales Assistant @ Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
The Nielsen Company  2004 - 2009
Open Text  1995 - 1999
Campbell Services   1995 - 1998
United States Air Force  1983 - 1994
The Phoenix Companies  1989 - 1990

Education
University of Massachusetts, Amherst   1986 — 1989

Preston Forman, CFP®, ChFC® Preston Forman, CFP®, ChFC® Greater New York City Area Details
Preston Forman, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience October 2002 - Present
Job Financial Advisor CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2002 - Present

Education
University of Massachusetts, Amherst   1988 — 1992
BS, history

Taunton High School

Graham Tower Graham Tower Greater Boston Area Details
Graham Tower's Ameriprise Financial Services, Inc. Experience March 2000 - Present
Job Financial Advisor CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2000 - Present

Education
University of Massachusetts, Amherst   1997 — 1999
Political Economics

University of North Texas   1995 — 1997
Jazz Studies

Gary Gauthier, CFP® Gary Gauthier, CFP® Hartford, Connecticut Area Details
Gary Gauthier, CFP®'s Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2004 - Present
Ameriprise Financial Services, Inc.   1996 - 2004

Education
University of Massachusetts, Amherst   1981 — 1985
Bachelor of Business Administration

Stephen Adams, CMFC Stephen Adams, CMFC Greater Boston Area Details
Stephen Adams, CMFC's Ameriprise Financial Services, Inc. Experience December 2003 - Present
Job Business Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2003 - Present
Ameriprise Financial  December 2003 - Present

Education
University of Massachusetts, Amherst   1999 — 2003
BA, Economics

Oliver Ames

Todd M. Petraco, CFP®, ChFC® Todd M. Petraco, CFP®, ChFC® Greater New York City Area Details
Todd M. Petraco, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience June 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1993 - Present

Education
University of Michigan   1989 — 1993
BA, Human Resource Management

Half Hollow Hills West

Howie Dickstein Howie Dickstein South Hadley, Massachusetts Details
Howie Dickstein's Ameriprise Financial Services, Inc. Experience November 1983 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1983 - Present

Education
University of Massachusetts, Amherst
Bachelor's Degree, Psychology

Longmeadow High School   1972 — 1976
High School

John Simeone, CFP John Simeone, CFP Greater Boston Area Details
John Simeone, CFP's Ameriprise Financial Services, Inc. Experience 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1992 - Present

Education
University of Massachusetts at Lowell   1985 — 1987
M. Ed.

University of Massachusetts at Lowell   1980 — 1984
B.A.

Sarah North Sarah North Greater Detroit Area Details
Sarah North's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Platforms Account Executive, Doubleclick by Google
Industry Internet
Experience
Google  November 2013 - Present
Google  November 2010 - October 2013
Google  October 2008 - November 2010
Google  December 2007 - October 2008
Google  March 2007 - December 2007
Ameriprise Financial Services, Inc.   2006 - 2007
The Roeper School  July 2003 - November 2004

Skills
DoubleClick, Google Adwords, SEM, Google Analytics, Online Advertising, Mobile Advertising, Google Docs, DoubleClick Digital..., Behavioral Targeting, Ad Serving, Search, Web Analytics, Search Advertising

Education
Wayne State University   2006 — 2009
MBA, Marketing

University of Michigan   2002 — 2003
MA, Kinesiology - Non-profit marketing of sport organizations

University of Michigan   1998 — 2002
BA, Sport Management and Communications

The Roeper School   1985 — 1998
HS Diploma

Lauren Materne Lauren Materne Greater Detroit Area Details
Lauren Materne's Ameriprise Financial Services, Inc. Experience February 2013 - May 2013
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte  October 2014 - Present
Deloitte  June 2013 - August 2013
Ameriprise Financial Services, Inc.   February 2013 - May 2013
Deloitte  June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Accounting, Financial Reporting, Tax, PowerPoint, Microsoft Word, Research

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2014
Master of Accounting

University of Michigan - Stephen M. Ross School of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting

Richard Bernstein, CRPC Richard Bernstein, CRPC Boca Raton, Florida Details
Richard Bernstein, CRPC's Ameriprise Financial Services, Inc. Experience September 1995 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc. http://www.ameripriseadvisors.com/richard.b.bernstein/
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1995 - Present

Education
University of Massachusetts, Amherst   1983 — 1987
Bachelor's degree, Economics

Katie Thayer Katie Thayer Greater Minneapolis-St. Paul Area Details
Katie Thayer's Ameriprise Financial Services, Inc. Experience February 2011 - May 2011
Job Sr. Product Manager at Target Mobile Apps
Industry Management Consulting
Experience
Target  September 2014 - Present
Target  December 2012 - September 2014
Delta Air Lines  December 2011 - December 2012
Best Buy  May 2011 - December 2011
Ameriprise Financial Services, Inc.   February 2011 - May 2011
Wells Fargo Bank  December 2009 - February 2011
Delta Air Lines  August 2008 - December 2009
Virchow Krause & Company  June 2006 - August 2008
Protiviti  June 2005 - September 2005

Skills
Android, Agile Methodologies, Requirements Analysis, SDLC, Project Management, Business Analysis, PMO, Cross-functional Team..., Business Process, Process Improvement, Quality Assurance, Software Documentation, SharePoint, Integration, Visio, Management, Quality Center, Testing

Education
University of Minnesota-Twin Cities   2009 — 2009
Certificate in Business Analysis, Business Analysis

University of Minnesota - Carlson School of Management   2002 — 2006
BS, Finance and Supply Chain Management

Daniel Bachmann, CFP®, CRPC® Daniel Bachmann, CFP®, CRPC® Greater Detroit Area Details
Daniel Bachmann, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Financial Advisor with Hart Wealth Advisory Group of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2005 - Present
Kaplan Test Prep and Admissions  June 2005 - February 2011
Bachmann Painting   April 2000 - April 2004

Education
University of Michigan

Ellen Kenney Ellen Kenney Greater Boston Area Details
Ellen Kenney's Ameriprise Financial Services, Inc. Experience May 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1991 - Present
Interstate Hotels & Resorts  September 1988 - May 1991

Education
University of Massachusetts, Amherst   1984 — 1988
Bachelor of Science, Hotel, Restaurant and Travel Administration

Ware High School

Mary Ure Mary Ure Greater Minneapolis-St. Paul Area Details
Mary Ure's Ameriprise Financial Services, Inc. Experience February 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1998 - Present
Ameriprise Financial Services, Inc.   1983 - 1993

Education
University of Minnesota - Carlson School of Management   1980 — 1983
Bachelor of Science Business Administration

Eric Starr Eric Starr Greater Minneapolis-St. Paul Area Details
Eric Starr's Ameriprise Financial Services, Inc. Experience April 2008 - June 2014
Job Owner/operator at Horizon Transport
Industry Transportation/Trucking/Railroad
Experience
Horizon Transport  April 2014 - Present
Ameriprise Financial Services, Inc.   April 2008 - June 2014
ASD Diversified Services, Inc.   1993 - 2008
Ameriprise Financial Services, Inc.   1986 - 1992

Skills
Retirement Planning, Estate Planning, Investments, Small Business, Finance, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Personal Finance, Strategic Financial..., Financial Advisory

Education
University of Minnesota - Carlson School of Management   1989 — 1992
MBA, Marketing

University of Minnesota-Twin Cities   1982 — 1986
BA, Journalism

Marshall U

Rob Baidel Rob Baidel Greater Detroit Area Details
Rob Baidel's Ameriprise Financial Services, Inc. Experience November 1995 - Present
Job Certified Financial Planner (R) at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1995 - Present

Education
University of Michigan   1991 — 1995
BGS

Ray Kelly Ray Kelly Greater Minneapolis-St. Paul Area Details
Ray Kelly's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Senior Vice President at Think2Perform
Industry Financial Services
Experience
Think2Perform   March 2010 - Present
Ameriprise Financial Services, Inc.   2010 - Present
AMERIPRISE FINANCIAL  January 2008 - March 2009
Ameriprise Financial  October 2006 - December 2007
North Texas  January 1999 - January 2006
Ameriprise Financial  January 1996 - January 1999
Ameriprise Financial  January 1994 - January 1996
Ameriprise Financial  January 1988 - January 1993

Skills
Business Planning, Retirement Planning, Strategic Financial..., Financial Analysis, Leadership Development, Estate Planning, Wealth Management, Strategy, Financial Services, Small Business, Training, Leadership, Sales, Investments, Series 7

Education
University of Michigan   1984 — 1988

Michael Welch, CFS CRPC® AAMS® Michael Welch, CFS CRPC® AAMS® Greater Boston Area Details
Michael Welch, CFS CRPC® AAMS®'s Ameriprise Financial Services, Inc. Experience May 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2004 - Present

Education
University of Massachusetts, Amherst   1999 — 2003
Bachelor's, Communications

Dennis Gero Dennis Gero West Springfield, Massachusetts Details
Dennis Gero's Ameriprise Financial Services, Inc. Experience May 1993 - Present
Job Financial Advisor with the practice of James Zien, Ameriprise Financial Serices, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1993 - Present

Education
University of Massachusetts, Amherst   1965 — 1969
B.S., Chemical Engineering

Mary Freese Mary Freese Greater Minneapolis-St. Paul Area Details
Mary Freese's Ameriprise Financial Services, Inc. Experience November 1996 - January 2000
Job Project manager at Delta Air Lines
Industry Information Technology and Services
Experience
Delta Air Lines  September 2014 - Present
Myriad Corporation   1996 - Present
Wells Fargo Bank  January 2000 - March 2014
CH Robinson  April 2002 - May 2003
Ameriprise Financial Services, Inc.   November 1996 - January 2000
Burlington Northern Railroad  June 1989 - November 1995

Skills
Credit Cards, EDI, Debit Cards, User Interface, Client/server, Brokerage, Checks, Desktop Computers, Risk Management, PMP, Payments, Fraud, Claims Management, Encryption, Alerts, PIN, Compliance, User Acceptance Testing, Business Requirements, Requirements Gathering, Training, Program Implementation, Project Management, Program Management

Education
University of Minnesota - Carlson School of Management
MBA, Information Technology

University of Wisconsin-Madison - School of Business
Bachelor of Business, Marketing

Arielle Leonard Arielle Leonard Greater Boston Area Details
Arielle Leonard's Ameriprise Financial Services, Inc. Experience January 2013 - August 2015
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Marino, Stram & Associates, LLC   August 2015 - Present
Ameriprise Financial Services, Inc.   January 2013 - August 2015
Ameriprise Financial Services, Inc.   October 2010 - December 2012

Skills
Customer Service, Finance, Financial Analysis, Investments, Leadership, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Public Speaking, Social Media, Time Management, Wealth Management

Education
University of Massachusetts Dartmouth   2008 — 2012
Bachelor's Degree, Finance

Bridgewater-Raynham Regional High School   2004 — 2008
High School Diploma

Stefanie Remiasz Stefanie Remiasz Chicago, Illinois Details
Stefanie Remiasz's Ameriprise Financial Services, Inc. Experience 2004 - 2007
Job Senior Manager Client Service at Partners In Loyalty Marketing
Industry Marketing and Advertising
Experience
Partners In Loyalty Marketing  2014 - Present
Partners In Loyalty Marketing  2012 - 2014
Partners In Loyalty Marketing  2010 - 2012
Partners In Loyalty Marketing  2007 - 2010
Ameriprise Financial Services, Inc.   2004 - 2007

Skills
Digital Marketing, Integrated Marketing, Marketing Strategy, Strategic Planning, Data Analytics, Strategic Consulting, Written & Oral..., Customer Service, Analytics

Education
University of Michigan   2003 — 2007
BA, Communication Studies

Scott Beesley Scott Beesley Grass Valley, California Details
Scott Beesley's Ameriprise Financial Services, Inc. Experience 2010 - 2012
Job Triathlon Coach & Yoga Teacher at Soles Inspired
Industry Health, Wellness and Fitness
Experience
Soles Inspired   2009 - Present
Vedic Yoga Center & Guesthouse   2013 - 2013
Target  2012 - 2012
Yoga Center of Minneapolis  2011 - 2012
Spark Wellness   2011 - 2012
Now Sports Inc. dba Now Bikes and Fitness   2011 - 2012
Ameriprise Financial Services, Inc.   2010 - 2012
Team in Training  2009 - 2012
Minnesota Junior Elite Team   2011 - 2011
OptumHealth  2011 - 2011

Skills
Triathlon Coaching, Yoga, Run Coaching, Swim Instruction, Indoor Cycling, Cycling Coaching, Personal Training, Junior Elite Athlete..., Triathlon, Cycling, Strength Training, Athletics, Fitness, Coaching, Functional Training, Fitness Training, Sports, Endurance, Training

Education
USA Cycling
Level 2 Coach

USA Cycling
Level 3 Coach

S.R.A.M.
Power-based Cycling Coach

University of Michigan

USA Triathlon
Level 1 Triathlon Coach

American Council on Exercise (ACE)
Personal Trainer

Slowtwitch
F.I.S.T. Certified Bike Fitter

The Yoga Alliance
Registered Yoga Teacher

OptumHealth Performance
Certified Multi-sport Coach

Para Yoga
Yoga Sutra (40 hr cert), Tantra Yoga (40 hr cert), & Vinyasa Krama (40 hr cert)

James Griffith, MBA, CRPC® James Griffith, MBA, CRPC® Greater Detroit Area Details
James Griffith, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1997 - Present

Education
Wayne State University
MBA

University of Michigan   1990 — 1994
B.S., Biology

Neal Borges, CFP®, CLU®, ChFC® Neal Borges, CFP®, CLU®, ChFC® Providence, Rhode Island Area Details
Neal Borges, CFP®, CLU®, ChFC®'s Ameriprise Financial Services, Inc. Experience September 1993 - Present
Job Muldoon, Borges & Beauregard, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1993 - Present
Ameriprise Financial Services, Inc.   January 2000 - December 2008

Education
The American College   2011 — 2012
ChFC®, Financial Planning

The American College   2007 — 2008
CLU®, Financial Planning

Certified Financial Planner Board of Standards, Inc.   1999 — 2000
CFP®, Financial Planning

UMass Dartmouth   1985 — 1988
BA, Humanities/Social Sciences

Dartmouth High School   1979 — 1983

Rory Mabin Rory Mabin Chicago, Illinois Details
Rory Mabin's Ameriprise Financial Services, Inc. Experience May 2006 - June 2007
Job Senior Vice President Secondary Trading, NYPPEX Private Markets
Industry Financial Services
Experience
NYPPEX Private Markets  May 2009 - Present
JP Morgan  May 2007 - May 2009
Ameriprise Financial Services, Inc.   May 2006 - June 2007

Skills
Investment Banking, Series 7, Investment Strategies, Due Diligence, Trading, Alternative Investments, Portfolio Management, Investments, Asset Managment, Private Equity, Valuation, Hedge Funds, Equities, Private Placements, Series 63, Series 79, Secondary Market, Bonds, Capital Markets, FINRA, Financial Analysis

Education
University of Michigan   2003 — 2006
Bachelor of Science (B.S.), Business Statistics

University of Notre Dame   2001 — 2003
Finance

Trenton Toor Trenton Toor Greater Detroit Area Details
Trenton Toor's Ameriprise Financial Services, Inc. Experience August 2008 - July 2012
Job Student at University of Michigan Dearborn
Industry Accounting
Experience
FOXHILLS GOLF AND COUNTRY CLUB LIMITED   September 2014 - Present
University of Michigan  October 2013 - Present
Ameriprise Financial Services, Inc.   August 2008 - July 2012

Skills
Microsoft Office, Leadership, Microsoft Excel, Customer Service, PowerPoint, Social Media, Process Improvement, Management, Time Management, Microsoft Word

Education
University of Michigan-Dearborn   2014 — 2015
Bachelor of Business Administration (BBA), Accounting

University of Michigan-Dearborn   2002 — 2006
BBA, Finance

Randy Hunt Randy Hunt Greater Minneapolis-St. Paul Area Details
Randy Hunt's Ameriprise Financial Services, Inc. Experience 2010 - 2011
Job Compensation and Benefits leader with broad knowledge of all areas of compensation and total rewards.
Industry Human Resources
Experience
Total Rewards Group, LLC   April 2008 - Present
Carlson Wagonlit Travel  2014 - 2015
Carlson Wagonlit Travel  2014 - 2015
Ameriprise Financial Services, Inc.   2010 - 2011
Piper Jaffray & Co.   2006 - 2008
Thomson Legal and Regulatory  1999 - 2005
Deluxe Corporation  1980 - 1999

Skills
Incentive Programs, Sales Compensation, Deferred Compensation, Executive Pay, Employee Engagement, HRIS, Compensation Structures, Incentives, Recognition Program..., Employee Benefits, HR Consulting, Mergers & Acquisitions, Leadership, Strategy, Management, Policy, Executive Management, Consulting

Education
University of Minnesota - Carlson School of Management
MAIR, Industrial Relations

University of Minnesota - Carlson School of Management
B.S., Business Administration

Carol A.P. Pitz, SPHR Carol A.P. Pitz, SPHR Greater Minneapolis-St. Paul Area Details
Carol A.P. Pitz, SPHR's Ameriprise Financial Services, Inc. Experience May 2008 - August 2013
Job Career Direction Consultant & Professional Speaker/Facilitator at Cappitz & Company LLC
Industry Professional Training & Coaching
Experience
Cappitz & Company LLC   September 2013 - Present
Thirty-One Gifts  June 2013 - Present
KEEP Collective  January 2015 - Present
Ameriprise Financial Services, Inc.   May 2008 - August 2013
Macy's North  December 2005 - May 2008
Marshall Field's/Macy's North   December 2004 - December 2005
Marshall Field's/Target Corporation   July 2004 - December 2004
Marshall Field's/Target Corporation   April 2002 - July 2004
Dayton Hudson Corporation  June 1991 - October 2000

Skills
Recruiting, Talent Acquisition, Human Resources, Leadership, Finance, Coaching, Hiring, Project Management, Personnel Management, Retirement Planning, Internet Recruiting, Retail, Employee Benefits, Succession Planning, Strategic Planning, Training, Small Business, Marketing, Strategic Financial..., Financial Advisory, Consulting, Strategy, Public Speaking, Onboarding, Performance Management, Applicant Tracking..., Employee Training, Talent Management, College Recruiting, Career Counseling, Career Coaching, Resume Writing, Career Management, StrengthsFinder, Hiring Practices, Employee Relations, Business Coaching, Interviewing Skills, Small Business...

Education
University of Michigan   1987 — 1991
BS, Biology

John D. Pitz CFP, ChFC, CLU John D. Pitz CFP, ChFC, CLU Greater Minneapolis-St. Paul Area Details
John D. Pitz CFP, ChFC, CLU's Ameriprise Financial Services, Inc. Experience August 2003 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc., Pitz & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2003 - Present
Hantz Financial  1998 - 2003
American Express Financial Advisors  1995 - 1997
American Express Financial Advisors  1992 - 1995

Education
University of Michigan   1988 — 1992
B.A., Economics and Political Science

Michael Bystrzycki Michael Bystrzycki Greater Minneapolis-St. Paul Area Details
Michael Bystrzycki's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Team Leader, Brokerage Operations, Cost Basis at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Ameriprise Financial Services, Inc.   May 2011 - January 2013
Ryland Homes  September 2004 - June 2009
RBC Dain Rauscher  2000 - 2004
RBC Dain Raucher   1998 - 2000
Piper Jaffray  1995 - 1998

Skills
Risk Management, Process Improvement, Team Building, Strategic Planning, Trading, Management, Project Management, Fixed Income, Budgets, Equities, Training, Securities, Sales, Leadership, Marketing, Customer Service, Relationship Management, Investments, Real Estate, Contract Negotiation, Human Resources, Financial Analysis, Mergers & Acquisitions, Banking, Portfolio Management

Education
University of St. Thomas - Opus College of Business   2003 — 2008
MBA, Finance

University of Minnesota - Carlson School of Management   1989 — 1993
BS, Finance

Lori Larson, CSA Lori Larson, CSA Greater Minneapolis-St. Paul Area Details
Lori Larson, CSA's Ameriprise Financial Services, Inc. Experience 2004 - 2006
Job President/Owner at Choice Connections Network
Industry Individual & Family Services
Experience
Choice Connections Network   June 2009 - Present
Ameriprise Financial Services, Inc.   2004 - 2006
Ameriprise Financial  1981 - 2006
American Express Financial Advisors  1981 - 2006
Ameriprise Financial (formerly American Express Financial Advisors)   1981 - 2006

Skills
Certified Senior Advisor, Mental Health, Leadership Development, Strategic Financial..., Investment Advisory..., Retirement, Medicare, Wealth Management, FINRA, Seniors Housing, Retirement Planning, Elder Care

Education
University of Minnesota - Carlson School of Management   1983 — 1985
MBA, Finance

University of Minnesota-Twin Cities   1976 — 1980
BS, Business Management

CASEY YNIGUEZ CASEY YNIGUEZ Sarasota, Florida Area Details
CASEY YNIGUEZ's Ameriprise Financial Services, Inc. Experience June 1995 - December 2009
Job Financial Advisor at Prudential
Industry Financial Services
Experience
Prudential Financial  December 2013 - Present
TMT ELITE   May 2013 - December 2013
BIO-BRAIN   September 2011 - May 2013
Ameriprise Financial Services, Inc.   June 1995 - December 2009
PepsiCo - Tropicana  October 1990 - May 1995
FMC Corporation  November 1989 - October 1990
Cadbury Schweppes Bottling Group  November 1986 - October 1989

Skills
Talent Acquisition, Management, Strategic Financial..., Contract Negotiation, Business Development, Strategic Planning, Recruiting, Healthcare, Investments, Executive Search, Team Building, Marketing, Healthcare Management, Biotechnology, Coaching, New Business Development

Education
University of New Haven   1984 — 1986
Chemical Engineering

University of Massachusetts at Lowell   1976 — 1984
BS Chemistry, MS Plastics Engineering

Chris Elfering Chris Elfering Greater Minneapolis-St. Paul Area Details
Chris Elfering's Ameriprise Financial Services, Inc. Experience June 2011 - February 2012
Job Manager Financial Analysis Projects at Ecolab
Industry Chemicals
Experience
The Mission Continues  January 2013 - July 2013
Ameriprise Financial Services, Inc.   June 2011 - February 2012
US Army, MN National Guard   July 2007 - July 2010
10th Mountain Division, US Army   December 2005 - July 2007
10th Mountain Division, US Army   June 2004 - December 2005

Education
University of Minnesota - Carlson School of Management   2013 — 2015
Master of Business Administration (MBA), Finance

University of Minnesota-Twin Cities   2000 — 2004
B.A., History, summa cum laude

University of Oxford   2003 — 2003
History

Evan LeRoy Evan LeRoy Greater Detroit Area Details
Evan LeRoy's Ameriprise Financial Services, Inc. Experience January 2006 - September 2008
Job 401(k) Relationship Manager & CFA Candidate at Bank of Ann Arbor
Industry Investment Management
Experience
Bank of Ann Arbor  June 2015 - Present
Old National Bank  August 2014 - June 2015
Old National Bank acquired United Bank & Trust in August 2014   February 2012 - August 2014
Fifth Third Bank  September 2009 - December 2011
Morgan Stanley Smith Barney  October 2008 - September 2009
Ameriprise Financial Services, Inc.   January 2006 - September 2008
GEDA Pear LLC   June 2005 - June 2008

Skills
Series 7, Series 66, Series 31, Investment Management, Performance Attribution, Financial Planning, Financial Analysis, Financial Modeling, Investments, Investment Strategies, Alternative Investments, Asset Allocation, Fixed Income, Equities, Strategic Financial..., Uniform Combined State..., CRM, Marketing, Finance, Banking, Portfolio Management, Mutual Funds, Strategy, Loans, FINRA, Investment Advisory, Wealth Management

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2013
Master of Business Administration (MBA), Finance, Private Equity & Venture Capital

University of Michigan   2004 — 2008
Bachelor of Arts (BA), Psychology

Eric Neubecker CFP(R) Eric Neubecker CFP(R) Greater Detroit Area Details
Eric Neubecker CFP(R)'s Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Financial Advisor | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2008 - Present
H & R Block Financial Advisors  1999 - 2008
Olde Discount Stockbrokers  1994 - 1999

Education
University of Michigan-Dearborn   1989 — 1994
Bachelor's Degree, Economics

Chris Sigouin Chris Sigouin Greater Detroit Area Details
Chris Sigouin's Ameriprise Financial Services, Inc. Experience March 2008 - October 2009
Job Experienced Accounting Professional
Industry Accounting
Experience
Medex Direct   November 2013 - Present
Allstate  August 2010 - October 2010
Ameriprise Financial Services, Inc.   March 2008 - October 2009
Franklin Bank  September 2003 - June 2004

Skills
Insurance, Strategic Financial..., Property & Casualty..., Customer Service, Banking, Retail Banking

Education
Wayne State University   2011 — 2012
Master's degree, Accounting, 3.5

Walsh College of Accountancy and Business Administration   2005 — 2006
Master of Business Administration (M.B.A.), Finance, General, 3.5

University of Michigan   1995 — 1999
Bachelor of Arts (BA), History

Ann Mikulay, MBC Ann Mikulay, MBC Greater Minneapolis-St. Paul Area Details
Ann Mikulay, MBC's Ameriprise Financial Services, Inc. Experience June 2004 - February 2007
Job Marketing Consultant 2 at Wells Fargo Insurance Services
Industry Marketing and Advertising
Experience
U.S. Bank   August 2014 - July 2015
Questar Assessment, Inc.   April 2014 - July 2014
LJM Foundation   August 2013 - February 2014
SUPERVALU  February 2011 - June 2013
AmeriPride Services, Inc.   March 2007 - January 2011
Ameriprise Financial Services, Inc.   June 2004 - February 2007
Star Tribune  January 1994 - May 2004

Skills
Direct Marketing, Marketing Strategy, Email Marketing, Analysis, Forecasting, Financial Analysis, Strategic Planning, Data Analysis, Microsoft Excel, SQL Server Management..., Budgets, Segmentation, Retail, Merchandise Planning, Pricing, Analytics, SQL, Cross-functional Team..., PowerPoint, B2B, Inventory Management, Microsoft Office, Categorical Data..., Copy Editing, Catalog Merchandising, Catalog Marketing, Response Analysis, Response Models, Lifetime Value, Data-driven Marketing, P&L Results, P&L Reporting, Financial Variance..., Budget Modeling, Cognos, Minitab, PeopleSoft Financial, Direct Mail Programs, List Selection, Package Inserts, Direct Response, Cost Per Lead, AC Nielsen, Tableau, Teradata, Excel VBA, Business Analysis, P&L Management

Education
University of Saint Thomas
Master's, Business Communications

University of Minnesota - Carlson School of Management
Bachelor's, Business Administration (Marketing)

Lindsey Akashi Lindsey Akashi Princeton, New Jersey Details
Lindsey Akashi's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
Ameriprise Financial Services, Inc.   April 2011 - November 2014

Education
University of Michigan   2007 — 2009
Master of Arts (M.A.)

Washington University in St. Louis   2001 — 2007
Bachelor of Fine Arts (BFA) with Double Major

KCJS

West Windsor Plainsboro High School South

Anthony Curnow, CFP® Anthony Curnow, CFP® Grand Blanc, Michigan Details
Anthony Curnow, CFP®'s Ameriprise Financial Services, Inc. Experience 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1989 - Present
Olde Discount Brokerage  September 1989 - September 1999

Skills
Risk Management, Protection Planning, Insurance Broker/agent, Ethical Character, Employee Benefits, Education Planning, Diligence, Decision-Making, Client Management, Relationship Building, Business Planning, Client Relationships, Coaching, Compliance, Customer Service

Education
University of Michigan-Flint,   1985 — 1988
Bachelor of Business Administration (BBA)

University of Michigan-Flint   1984 — 1988
BBA, Business

Bryce Peterson Bryce Peterson Ann Arbor, Michigan Details
Bryce Peterson's Ameriprise Financial Services, Inc. Experience May 2015 - August 2015
Job Student at The University of Michigan
Industry Financial Services
Experience
Pi Kappa Phi Fraternity  September 2015 - Present
The University of Michigan  August 2014 - Present
Ameriprise Financial Services, Inc.   May 2015 - August 2015
Porto Bello Restaurant   May 2014 - August 2014
North Ottawa Recreation Association   March 2013 - August 2013
TCKL   June 2012 - August 2013

Skills
Mathematics, Leadership, Teamwork, Microsoft Office, Finance, Social Media, Spanish, Management, Entrepreneurship, Microsoft Word, Microsoft Excel, Public Speaking, Data Analysis, Research, PowerPoint, Applied Mathematics

Education
University of Michigan   2014 — 2018
Bachelor’s Degree, Actuarial Mathematics

Grand Haven High School   2010 — 2014
Graduated

Mark Josephs Mark Josephs Greater Minneapolis-St. Paul Area Details
Mark Josephs's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present
Edward Jones  2009 - 2012
Honeywell  2002 - 2009
Goldman Sachs  2000 - 2001
US Navy  1996 - 2000

Education
University of Minnesota - Carlson School of Management   2001 — 2003
MBA, Finance & Marketing

University of Minnesota-Twin Cities   1991 — 1995
BS, Civil Engineering

Henry Sibley High School 1991-92   1987 — 1991

Lee McAllister Lee McAllister Fort Wayne, Indiana Area Details
Lee McAllister's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Allstate Financial  December 2010 - April 2015
Thrivent Financial for Lutherans  January 2006 - November 2010
Penda Corporation  September 2000 - November 2005
Tenneco  September 1987 - September 2000
United States Navy  February 1983 - July 1987

Education
University of Michigan   1976 — 1981
BGS, Marketing, Geology

Jaime van Biljon, CFP® Jaime van Biljon, CFP® Greater Boston Area Details
Jaime van Biljon, CFP®'s Ameriprise Financial Services, Inc. Experience June 2015 - 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.   June 2015 - Present
Ameriprise Financial Services, Inc.   November 2011 - May 2015
Ameriprise Financial  January 2011 - November 2011
Ameriprise Financial Services, Inc.   April 2009 - January 2011
Ameriprise Financial  February 2008 - March 2009
Ameriprise Financial  January 2007 - February 2008
Ameriprise Financial  January 2005 - December 2006
Ameriprise Financial Services, Inc.   January 2004 - December 2004

Education
University of Rhode Island   2001 — 2003
MS, Labor Relations and Human Resources

University of Massachusetts Dartmouth   1995 — 1998
BA, Sociology

Robert John DeLong Robert John DeLong Chicago, Illinois Details
Robert John DeLong's Ameriprise Financial Services, Inc. Experience December 2010 - May 2012
Job Financial Specialist at PNC
Industry Investment Management
Experience
PNC  February 2013 - Present
Ideabuds   February 2009 - Present
Tower Hill Trading  September 2012 - February 2013
Ameriprise Financial Services, Inc.   December 2010 - May 2012
Cutco Cutlery  May 2008 - August 2008
Cutco Cutlery  June 2001 - April 2008

Skills
Marketing, Sales, Management, Leadership, Entrepreneurship, Public Speaking, Economics, SEO

Education
University of Michigan   2001 — 2005
Bachelor of Arts, Economics

Richard Vanderpool CRPC,CAS Richard Vanderpool CRPC,CAS Greater New York City Area Details
Richard Vanderpool CRPC,CAS's Ameriprise Financial Services, Inc. Experience March 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1999 - Present
Kyler corp.   April 1992 - 1998
Sportshed inc.   March 1975 - December 1991

Education
University of Miami   1971 — 1974
BA, Mass Communications

University of Miami   1971 — 1974
Bachelor's degree, Mass Communications

Gregory Videen Gregory Videen Greater Minneapolis-St. Paul Area Details
Gregory Videen's Ameriprise Financial Services, Inc. Experience June 2008 - May 2009
Job MBA Candidate at Carlson School of Management
Industry Management Consulting
Experience
Deloitte Consulting  July 2010 - August 2015
University of Minnesota  June 2007 - May 2010
Deloitte Consulting  June 2009 - August 2009
Ameriprise Financial Services, Inc.   June 2008 - May 2009
Arby's Restaurant Group, Inc.   May 2005 - January 2008

Skills
Management Consulting, Analysis, Spanish, Strategy, Consulting, Data Analysis, Research, Leadership Development, Problem Solving, Sustainability, Finance, Functional Requirements, Microsoft Office, Public Speaking, Project Management, Process Improvement, Business Requirements, Business Strategy, PowerPoint, Socially Responsible..., Social Impact, Corporate Social..., Impact Investing, System Requirements, Microsoft Excel, Visual Basic, Financial Analysis, Management, SQL, Leadership, Financial Modeling, Social Media, Business Analysis, Business Process..., Financial Services, Customer Service, Event Planning, Change Management, Analytics, Time Management, Communication, Market Research, Business Process, Human Resources, Economics, Business Intelligence, Training, Recruiting, Project Planning, Mergers & Acquisitions

Education
University of Minnesota - Carlson School of Management   2015 — 2017
Master of Business Administration (MBA)

University of Minnesota - Carlson School of Management   2006 — 2010
Bachelor of Science in Business, Finance and International Business

University of Minnesota-Twin Cities   2006 — 2010
Bachelor's degree, Spanish Language and Literature

Fundación José Ortega y Gasset Centro de Estudios Internacionales de Toledo   2008 — 2008
Spanish, Business

Wayzata High School   2002 — 2006
High School Diploma, GPA 3.9/4.0

Dan Kane Dan Kane New York, New York Details
Dan Kane's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
King Zak Industries, Inc.   May 2014 - September 2014
Tricana Wine Imports   October 2013 - April 2014
BR Guest Hospitality  2008 - 2013

Education
University of Michigan   2004 — 2008
Bachelor of Fine Arts (B.F.A.), Theater Performance

Eric Hoang Eric Hoang Los Angeles, California Details
Eric Hoang's Ameriprise Financial Services, Inc. Experience December 2010 - August 2011
Job Analyst, Business Optimization at Herbalife
Industry Health, Wellness and Fitness
Experience
Herbalife  March 2014 - Present
Pacific Mercantile Bank  May 2013 - February 2014
University of Michigan Health System  September 2011 - April 2013
Merrill Lynch  May 2012 - August 2012
Ameriprise Financial Services, Inc.   December 2010 - August 2011

Skills
PowerPoint, Investments, Finance, Microsoft Excel, Mandarin, Microsoft Office, Spanish, Asset Management, Microsoft Word, Accounting, Public Speaking, Social Media, Social Media Marketing, Research, Event Planning, Social Networking, Fundraising, Customer Service, Sales, Public Relations, Management, Team Leadership, Facebook, SAP, Marketing

Education
University of Michigan
Bachelor of Arts (BA), Economics

Brittany May Brittany May Ann Arbor, Michigan Details
Brittany May's Ameriprise Financial Services, Inc. Experience February 2008 - September 2009
Job Continuing Education Specialist at University of Michigan
Industry Higher Education
Experience
University of Michigan  September 2009 - Present
Ameriprise Financial Services, Inc.   February 2008 - September 2009

Skills
FileMaker, Databases, Database Design, Database Administration, Microsoft Office, Appointment Scheduling, Events Coordination, Program Coordination, Enrollment Management, Customer Service, Graphic Design, Logo Design, Attendee Registration

Education
University of Michigan   2006 — 2012
Bachelor of Arts (B.A.), Psychology

Nick Seeman Nick Seeman Greater Minneapolis-St. Paul Area Details
Nick Seeman's Ameriprise Financial Services, Inc. Experience January 2014 - April 2014
Job Funding Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2014 - Present
Inside Edge  February 2014 - September 2014
Ameriprise Financial Services, Inc.   January 2014 - April 2014
The Capital Advisory Group   August 2013 - December 2013
Ameriprise Financial Services, Inc.   May 2011 - August 2011

Education
University of Minnesota - Carlson School of Management   2010 — 2013
Bachelor of Science (B.S.), Finance, General

Andrea Sarvela Andrea Sarvela Greater Boston Area Details
Andrea Sarvela's Ameriprise Financial Services, Inc. Experience September 2007 - June 2008
Job Project Coordinator at Aspect Software
Industry Computer Software
Experience
Aspect Software  October 2011 - Present
ACI  October 2010 - April 2011
Prudential Prime Properties  July 2008 - May 2009
Ameriprise Financial Services, Inc.   September 2007 - June 2008

Skills
Project Coordinator, Program Management, SharePoint, Scheduling, MS Project, Oracle Applications, Resource Management, Excel, Visio, Word, Amdocs, Time Management, Project Coordination, Project Support, Microsoft Office, microsoft link, PMO, IT Outsourcing, Vendor Management, Virtual Teams, Team Building, Meeting Planning, Live Meeting, Team Coordination, Microsoft Excel, Marketing, Customer Satisfaction, Microsoft Word, IVR, Process Scheduler, Management, Budgets, Project Management, PowerPoint

Education
UMass Lowell   2004 — 2010
Psychology and English

Kevin Mafera CFP, CLTC Kevin Mafera CFP, CLTC Marshfield, Massachusetts Details
Kevin Mafera CFP, CLTC's Ameriprise Financial Services, Inc. Experience 1989 - 2012
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  1989 - Present
Ameriprise Financial Services, Inc.   1989 - 2012

Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology

Jean Machart Jean Machart Greater Minneapolis-St. Paul Area Details
Jean Machart's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Vice President Client Experience at Ameriprise | Innovative Strategist| Executive who Grows Businesses
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Ameriprise Financial  January 2009 - March 2013
Ameriprise Financial  January 2006 - January 2009
American Express Financial Services  May 2004 - December 2005
American Express  2003 - April 2004
American Express Financial Advisors  2001 - 2002
American Express Financial Advisors  January 1999 - July 2001
American Express Financial Advisors  June 1997 - December 1998
American Express Financial Advisors  November 1995 - May 1997
American Express Financial Advisors  June 1995 - October 1995

Skills
Product Management, Product Development, Relationship Management, Negotiation, Interpersonal Skill, Integrity, Program Management, Collaboration, Business Strategy, Analytics, Cross-functional Team..., Strategy, Business Transformation, Social Media Marketing, Banking, Team Building, Client Experience, Product Strategy, Driving innovation and..., Sound Decision Making, Investment Advisory, Electronic Payments, Wealth Management, Financial Services, Customer Experience, Strategic Planning, Management, Analysis, Mergers & Acquisitions, P&L Management, Investments, Finance, Marketing Strategy, Change Management, Marketing, Portfolio Management, Segmentation, Integrated Marketing, Risk Management, Sales, Vendor Management

Education
University of Minnesota - Carlson School of Management   1996 — 1999
MBA, Information Technology and Operations

University of Wisconsin-Madison   1990 — 1995
BBA, Mathematics

University of Wisconsin-Madison - School of Business   1990 — 1995
BBA, Finance, Graduated with distinction

Marshfield Senior High School   1987 — 1990

Nirav C Vora, MBA Nirav C Vora, MBA Greater Minneapolis-St. Paul Area Details
Nirav C Vora, MBA's Ameriprise Financial Services, Inc. Experience January 2010 - January 2012
Job Project Consultant at Express Scripts
Industry Hospital & Health Care
Experience
Express Scripts  January 2012 - Present
Ameriprise Financial Services, Inc.   January 2010 - January 2012
InclusionINC  June 2009 - January 2010
Hewitt Associates  May 2005 - April 2009
Spectrum Healthcare Resources  October 2002 - October 2004

Skills
Change Management, Strategy, Process Improvement, Leadership, Business Process..., Software Documentation, Analysis, Forecasting, PMO

Education
University of Minnesota - Carlson School of Management   2005 — 2009
MBA, Strategy, Consulting, International, Operations, HR

University of Minnesota - Carlson School of Management   1997 — 2001
BA, Finance and Economics

Alex Rusinov, CISSP, CISA Alex Rusinov, CISSP, CISA Greater Minneapolis-St. Paul Area Details
Alex Rusinov, CISSP, CISA's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Technology Risk Manager at Ameriprise Financial Services, Inc.
Industry Computer & Network Security
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Best Buy  May 2009 - September 2014
Deloitte  January 2008 - May 2009
Deloitte  September 2006 - January 2008
Deloitte  November 2004 - September 2006
Wal-Mart  May 2004 - November 2004
Wal-Mart  January 1999 - May 2004
Wal-Mart  November 1998 - January 1999

Skills
IT Audit, Information Security, SQL, Oracle Database, Microsoft SQL Server, Data Analysis, Oracle E-Business Suite, PeopleSoft, SAP ERP, Baan ERP, Hyperion, Unix Security, Linux, Windows, Active Directory, LDAP, CISSP, CISA, Sarbanes-Oxley Act, Auditing, Internal Audit, Risk Management, SAS70, Internal Controls, Oracle Identity Manager, Identity Management, Application Security, SOX, Audit, Endpoint Security, SDLC, Information Technology, IT Management, Risk Assessment, Process Improvement, Information Security..., Fraud, Enterprise Risk..., Leadership, Security, Databases, Governance

Education
Carlson School of Management   2002 — 2004
Minor

University of Minnesota-Twin Cities   1999 — 2004
Bachelor of Science (B.S.)

White Bear Lake High School   1998 — 1999

Eagan High School   1997 — 1998

Highland Park High School   1996 — 1997

Bryan McCarthy Bryan McCarthy Greater New York City Area Details
Bryan McCarthy's Ameriprise Financial Services, Inc. Experience April 2007 - September 2007
Job Fixed Income Sales ED&F Man Capital Markets Inc
Industry Financial Services
Experience
ED&F Man  March 2015 - Present
Interactive Brokers  March 2010 - January 2015
R.W.Smith and Associates   February 2008 - September 2009
Ameriprise Financial Services, Inc.   April 2007 - September 2007
Michigan Tele-Fund   January 2007 - May 2007
Englishtown Manalapan First Aid Squad   2001 - 2003

Skills
Fixed Income, Finance

Education
University of Michigan   2003 — 2006
BA, Economics/Psychology, double major

Ted Himelhoch, CRPC® Ted Himelhoch, CRPC® Flint, Michigan Details
Ted Himelhoch, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2001 - Present

Education
University of Michigan-Flint   1980 — 1981
Bachelor of Arts, Music, Sociology, Philosophy, Accounting

Sharon Cline Sharon Cline Greater Minneapolis-St. Paul Area Details
Sharon Cline's Ameriprise Financial Services, Inc. Experience December 2009 - April 2015
Job Director Change and Release Management at Best Buy
Industry Information Technology and Services
Experience
Best Buy  April 2015 - Present
Ameriprise Financial Services, Inc.   December 2009 - April 2015
Ameriprise Financial  June 2004 - December 2009
Ameriprise Financial Services, Inc.   October 2000 - June 2004
American Express Financial Advisors  October 1997 - October 2000
American Express Financial AdvisorsStart   February 1988 - October 1997

Skills
Vendor Management, Service Management, Business Analysis, Process Improvement, ITIL, Asset Managment, IT Strategy, IT Service Management, SDLC, Asset Management, IT Operations, PMP, PMO, Requirements Analysis, Project Portfolio..., Software Documentation, Business Requirements, Service Delivery, Disaster Recovery, Business Process..., Resource Management, IT Management, Business Process, Project Delivery, Incident Management, Data Center, Change Management, Requirements Gathering, Visio, IT Outsourcing, SharePoint, Enterprise Architecture, Governance, Business Continuity, Team Leadership

Education
University of Minnesota - Carlson School of Management   1975 — 1979

Benchmark Learning
SharePoint 2010 Business Intelligence

New Horizons of Minnesota
ITIL Manager Certification, With distinction

University of Minnesota-Twin Cities
CPA Certificate

Kiran Kabalavai Kiran Kabalavai Greater Minneapolis-St. Paul Area Details
Kiran Kabalavai's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Senior Architect at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Federal Reserve Bank of Minneapolis  March 2008 - April 2015
Analysts International  February 2005 - March 2008
Qwest Communications  June 2003 - February 2005
Advansoft  September 2000 - June 2003
Multiple Companies  July 1995 - September 2000
CAT Technologies Ltd  1999 - 1999

Skills
IT Strategy, Team Leadership, Process Improvement, Information Security, Software Development, Agile Methodologies, Enterprise Architecture, Architecture, Design Patterns, SOA, Software Engineering, Software Project..., SDLC, Knowledge Management, Change Management, Java, Java Enterprise Edition, Cloud Computing, SaaS, PaaS, IaaS, Big Data, Social Media Integration, Mobile Applications, Spring, Unix, Oracle, DB2, SQL, PL/SQL, Hibernate, Middleware, Websphere, Weblogic, WebSphere MQ, Web Applications, Web Services, Scrum, Groovy, Grails, Amazon Web Services..., Amazon EC2, Software Quality..., Test Driven Development, Data Modeling, Data Warehousing, WebLogic, WebSphere, Spring Framework

Education
Carlson School of Management   2010 — 2013
Master of Business Administration (M.B.A.)

University of Saint Thomas   2004 — 2006
Master of Science (M.S)

Stephanie Rivera, Esq. Stephanie Rivera, Esq. Greater Detroit Area Details
Stephanie Rivera, Esq.'s Ameriprise Financial Services, Inc. Experience September 2005 - May 2006
Job Attorney at Hewson & Van Hellemont P.C.
Industry Law Practice
Experience
Hewson & Van Hellemont, P.C.   February 2015 - Present
Hantz Financial  July 2014 - February 2015
MING   May 2013 - October 2013
MAHLE Behr USA  January 2013 - April 2013
State Farm Insurance  August 2011 - August 2012
JPMorgan Chase Bank  June 2006 - August 2011
Ameriprise Financial Services, Inc.   September 2005 - May 2006

Skills
Legal Research, Banking, Legal Writing, Securities, Investments, Insurance, Legal Contract Review, Spanish, Bilingual, Financial Services, Corporate Governance, Contractual Agreements, Corporate Finance, Document Review, Legal Issues, Finance, Legal Compliance, Securities Regulation, Mutual Funds, Financial Regulation

Education
Thomas M. Cooley Law School   2010 — 2013
Juris Doctor, Law

University of Michigan   2000 — 2004
Bachelor of Arts (B.A.)

Neil Russell Neil Russell Buffalo, New York Details
Neil Russell's Ameriprise Financial Services, Inc. Experience May 2011 - June 2013
Job External Wholesaler at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  April 2014 - August 2015
Norwegian Petroleum Consultants   June 2013 - January 2014
Ameriprise Financial Services, Inc.   May 2011 - June 2013
Black Ink Brokerage   March 2009 - December 2010
Brewer Investment Group  April 2007 - February 2009
Mason County - Michigan   January 2005 - March 2007
Lake Michigan Carferry  January 2002 - March 2007

Skills
Investments, Alternative Investments, Series 7, Financial Services, Commodity, Series 65, Fixed Income, FINRA, Commodities, Series 3, Series 63, Thompson One, Trading Software, Morningstar Advisor...

Education
University of Michigan   1997 — 2001
BA

Elise Searles Elise Searles Greater Boston Area Details
Elise Searles's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job
Industry Financial Services
Experience
Mutual Of Omaha  July 2015 - Present
Boston Medical Center  February 2015 - April 2015
FRESENIUS MEDICAL CARE NORTH AMERICA  November 2014 - February 2015
Citizens Bank  July 2014 - October 2014
Copperwood Real Estate   February 2014 - July 2014
Supermedia  August 2010 - January 2013
Ameriprise Financial Services, Inc.   2008 - 2009
Ameriprise Financial Services, Inc.   2008 - 2009
Ameriprise Financial Services, Inc.   2008 - 2009
Searles Associates   August 1994 - 2003

Skills
Recruiting, Lead Generation, New Business Development, Account Management, Online Advertising, Networking, Cold Calling, Hiring, Volume Sourcing, Sales Management, Sales Presentations, Business to Business..., Negotiating employment..., Customer Retention, Business Networking, Training, Selling, Applicant Tracking..., Sales, B2B, Management, Sourcing, Interviews, Marketing, Executive Search, Talent Acquisition

Education
University of Massachusetts, Amherst   1974 — 1978
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5

Tania Cook Tania Cook Greater Detroit Area Details
Tania Cook's Ameriprise Financial Services, Inc. Experience 1998 - 2002
Job Attorney, Dawid & Gatti PLLC
Industry Legal Services
Experience
Dawid and Gatti,PLLC   September 2009 - Present
National Home Lending, dba Goldstar Mortgage Financial Group   August 2009 - Present
Capital Funding Mortgage Company, LLC  August 2008 - August 2009
Ameriprise Financial Services, Inc.   1998 - 2002
Aafedt Forde   1992 - 1992

Education
University of Minnesota Law School   1992 — 1995
JD, LAW

University of Michigan   1988 — 1992
BA, English

Wylie E Groves HS   1984 — 1988
HS

Robyn Gilbertson Robyn Gilbertson Greater Minneapolis-St. Paul Area Details
Robyn Gilbertson's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Relationship Manager Mutual Funds
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
RiverSource  November 2009 - January 2011
RiverSource Investments  October 2006 - November 2009
Ameriprise Financial  June 2005 - October 2006
American Express Financial Advisors  December 2002 - May 2005

Education
University of Michigan   1995 — 1999
Bachelor of Arts, Economics

Sidney Desouza, MBA Sidney Desouza, MBA Greater Minneapolis-St. Paul Area Details
Sidney Desouza, MBA's Ameriprise Financial Services, Inc. Experience September 2009 - December 2012
Job Business Analyst, Registered Principal | Securian Financial Group, Inc.
Industry Financial Services
Experience
Securian Financial Group  September 2013 - Present
Ameriprise Financial Services, Inc.   September 2009 - December 2012
Ameriprise Financial Services, Inc.   January 2006 - September 2009
Ameriprise Financial Services, Inc.   January 2000 - December 2005
Ameriprise Financial Services, Inc.   September 1997 - December 2000
University of Minnesota  January 1990 - September 1997

Skills
Business Analysis, Project Management, Vendor Management, Process Improvement, Risk Management, Strategic Planning, Analysis, Banking, Leadership, Analytics, Requirements Gathering, User Acceptance Testing, Status Tracking, Process Flow Charts, Budget Forecasts, Operating Budgets, Financial Reporting, Auditing, Marketing Communications, Marketing Management, Project Planning, Finance, Budgets, PMO, Business Requirements, Series 7, Business Process..., Business Planning, Relationship Management

Education
University of Minnesota - Carlson School of Management
MBA, Business Administration, Management and Operations

University of Minnesota - Carlson School of Management
Bachelor of Science (B.Sc.), Accounting and Business/Management

Mark S. Ivezaj, CRPC®, AWMA® Mark S. Ivezaj, CRPC®, AWMA® Greater Detroit Area Details
Mark S. Ivezaj, CRPC®, AWMA®'s Ameriprise Financial Services, Inc. Experience December 2009 - November 2010
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Coffield & Associates   November 2010 - Present
Ameriprise Financial  January 2006 - Present
Ameriprise Financial Services, Inc.   December 2009 - November 2010
Ameriprise Financial Services, Inc.   November 2006 - November 2009
Wachovia Securities, LLC  June 2004 - June 2005

Education
University of Michigan
BSE, Engineering

David Lowenthal, CRPC, APMA David Lowenthal, CRPC, APMA Dallas/Fort Worth Area Details
David Lowenthal, CRPC, APMA's Ameriprise Financial Services, Inc. Experience March 2009 - November 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Lowenthal, Ibarguen & Kolinofsky, a financial advisory practice of Ameriprise Financial Services Inc   March 2009 - Present
Ameriprise Financial Services, Inc.   March 2009 - November 2013
Smith Barney  1986 - 2009

Education
University of Miami   1967 — 1970
BS, Geology

Katherine H. (Katherine Howarth) Tuttle Katherine H. (Katherine Howarth) Tuttle Dallas/Fort Worth Area Details
Katherine H. (Katherine Howarth) Tuttle's Ameriprise Financial Services, Inc. Experience April 2013 - May 2014
Job Registered Sales Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - May 2014
NGH Financial   April 2008 - April 2013
Demantra  August 2006 - September 2007

Skills
Financial Services, Retirement Planning, Mutual Funds, Securities, Wealth Management, Investments, Strategic Financial..., Finance

Education
University of Massachusetts Lowell   1999 — 2004
Bachelor of Science (B.S.), Psychology

Beverly High School   1995 — 1999
High School

Lynn Zoller Lynn Zoller Sarasota, Florida Area Details
Lynn Zoller's Ameriprise Financial Services, Inc. Experience April 1998 - Present
Job Finanical Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1998 - Present

Education
University of Michigan - Stephen M. Ross School of Business   1982 — 1985
MBA, Business Administration

Brandon Stroschein Brandon Stroschein Greater Chicago Area Details
Brandon Stroschein's Ameriprise Financial Services, Inc. Experience May 2006 - August 2006
Job Consulting Manager Growth Strategies at Baker Tilly Virchow Krause, LLP
Industry Management Consulting
Experience
Baker Tilly Virchow Krause, LLP  August 2012 - Present
Baker Tilly Virchow Krause, LLP  July 2007 - August 2012
RBC Capital Markets  January 2005 - June 2007
Ameriprise Financial Services, Inc.   May 2006 - August 2006

Skills
Financial Analysis, Management Consulting, Financial Modeling, Consulting, Marketing Effectiveness, Project Management, CRM, Business Process..., Customer Experience, Technology Roadmapping, Marketing Automation, Eloqua, Cloud Computing

Education
University of Minnesota - Carlson School of Management
BSB, Finance & Entrepreneurial Management

Christopher Pienta Christopher Pienta Greater Detroit Area Details
Christopher Pienta's Ameriprise Financial Services, Inc. Experience January 2000 - November 2009
Job IT Manager Ascension Information Services
Industry Information Technology and Services
Experience
Michigan First Credit Union  January 2012 - October 2012
Michigan Schools and Government Credit Union  February 2011 - August 2011
Ascension Health Information Services  October 2010 - February 2011
Ameriprise Financial Services, Inc.   January 2000 - November 2009
H&R Block Financial Advisors  January 2000 - December 2008

Skills
Active Directory, Windows 7, System Administration, Disaster Recovery, Windows Server, Group Policy, Network Administration, DNS, XP, SharePoint, DHCP, Computer Hardware, Microsoft Exchange, Microsoft SQL Server, Visio, Servers, Blackberry, Windows, Troubleshooting, Vendor Management, Security, Blackberry Enterprise..., Integration, Operating Systems, Technical Support, Hardware, Software Installation, System Deployment, Process Improvement, Windows XP

Education
University of Massachusetts Lowell
Information Technology

Microsoft Certified

John Roehling John Roehling Greater Detroit Area Details
John Roehling's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Financial Services, Inc.   March 2007 - October 2012
McDonald Investments  2006 - 2007

Skills
Mutual Funds, Wealth Management, Series 7, Series 63, Investment Advisory, Asset Allocation, Investments, Securities, Series 24, Retirement, Financial Advisory, Strategic Financial..., Asset Management, Estate Planning, Investment Strategies, Portfolio Management, FINRA, Fixed Annuities, Alternative Investments, Bonds, Equities, Financial Planners, Finance, Retirement Planning, Wealth

Education
University of Michigan College of Urban Planning   1976 — 1979
Master Urban Policy, Urban Policy

University of Michigan   1972 — 1975
BGS, Urban Studies/Affairs

Richard Abernathy Richard Abernathy Greater Detroit Area Details
Richard Abernathy's Ameriprise Financial Services, Inc. Experience June 2007 - October 2009
Job AML Compliance Officer at Consulting Services Support Corporation
Industry Financial Services
Experience
Consulting Services Support Corporation   July 2014 - Present
Consulting Services Support Corporation   June 2010 - Present
Ameriprise Financial Services, Inc.   June 2007 - October 2009
H&R Block Financial Advisors Inc  November 2002 - June 2007
H&R Block Financial Advisors  June 2000 - November 2002
OLDE Discount Corporation  August 1998 - June 2000

Education
Our Lady of Mount Carmel High School

Our Lady of Mount Carmel High School

University of Michigan
Bachelor of Arts, Economics

Stanford Tappan Stanford Tappan Greater Boston Area Details
Stanford Tappan's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2009 - Present
ameriprise financial  2009 - Present

Skills
Strategic Financial..., Series 7, Wealth Management, Investments, Asset Allocation, Mutual Funds, Retirement Planning, Retirement

Education
University of Massachusetts, Amherst   1970 — 1975
Bachelor of Arts (B.A.), Political Science and Government, cum laude

Nash Winters Nash Winters Greater Boston Area Details
Nash Winters's Ameriprise Financial Services, Inc. Experience May 2011 - December 2011
Job Staff Accountant at Grand Circle Corporation
Industry Financial Services
Experience
Grand Circle Corporation  May 2014 - Present
State Street  August 2013 - Present
State Street  January 2012 - August 2013
Ameriprise Financial Services, Inc.   May 2011 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, MCH, Social Media, Fixed Income, 10 Key, Analysis, G/L Reconciliations, Cash Reporting, Employee Training, Problem Solving, Bloomberg, Account Reconciliation

Education
University of Massachusetts Dartmouth   2007 — 2011
Bachelor's degree, Finance, General

Phillip Huynh Phillip Huynh Greater New York City Area Details
Phillip Huynh's Ameriprise Financial Services, Inc. Experience 2004 - 2006
Job Credit & Market Risk Manager
Industry Financial Services
Experience
ICAP PLC   October 2009 - Present
DRW Trading Group  April 2007 - September 2009
Ameriprise Financial Services, Inc.   2004 - 2006

Skills
Relative Value Trading, Options Pricing, Portfolio Management, Equities, Trading, Commodity, Hedging, Bloomberg, Fixed Income, Bonds, Hedge Funds, Investments, Capital Markets, Financial Modeling, Financial Risk, Market Risk, Risk Management, Options, Electronic Trading

Education
University of Michigan Business School   2003 — 2004
Master of Arts, Accounting

University of Michigan   1999 — 2003
Bachelor of Arts, Economics

Kelly Wilk Kelly Wilk Greater Detroit Area Details
Kelly Wilk's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Marketing Assistant at Ameriprise Financial Services, Inc.
Industry Writing and Editing
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Prudential HWWB Realtors  August 2013 - December 2013
Inspire Bride Magazine   December 2012 - August 2013
Gillikin & Associates, CPA   October 2010 - August 2013
G & G Advertising   November 2011 - January 2012

Skills
Blogging, Editing, Marketing, Customer Service, Journalism, Fashion, Project Planning, Creative Writing, Social Media, Social Media Marketing, Microsoft Word, Microsoft Excel, Microsoft PowerPoint

Education
University of Michigan-Dearborn   2006 — 2010
BA, Communication, Journalism, and Related Programs

Stephen DeNapoli Stephen DeNapoli Greater Boston Area Details
Stephen DeNapoli's Ameriprise Financial Services, Inc. Experience February 2009 - October 2014
Job Senior Vice President Investments at Moors & Cabot Inc.
Industry Financial Services
Experience
Moors & Cabot Inc.   October 2014 - Present
Ameriprise Financial Services, Inc.   February 2009 - October 2014
Ameriprise Financial Services, Inc.   February 2009 - October 2014

Skills
Asset Allocation, Finance, Investment Advisory, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Investment Management, Risk Management, Team Building, Portfolio Management

Education
University of Massachusetts, Amherst   1973 — 1977
Bachelor of Business Administration (BBA), Management and Finance

Greg Voyles Greg Voyles Greater Detroit Area Details
Greg Voyles's Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1999 - Present
Lasco Tool Corporation   May 1983 - December 1999

Education
University of Michigan - Stephen M. Ross School of Business   1980 — 1983
Bachelor of Business Administration (BBA), Accounting

Alexandra Post Alexandra Post Greater Boston Area Details
Alexandra Post's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Internal Sales Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  April 2015 - Present
F-Squared Investments  June 2014 - March 2015
Morgan Stanley Wealth Management  January 2014 - May 2014
Meridian Realty  July 2010 - August 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012

Skills
CRM, Marketing, Social Media Marketing

Education
University of Miami - School of Business   2009 — 2013
B.B.A., Finance, Marketing

Brooks School   2005 — 2009

Ann-Marie Norman Ann-Marie Norman Richmond, Virginia Area Details
Ann-Marie Norman's Ameriprise Financial Services, Inc. Experience May 1998 - August 1998
Job First Vice President Compliance Consultant
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   September 2012 - Present
SunTrust Investment Services, Inc.   November 2007 - September 2012
SunTrust Investment Services, Inc.   August 2006 - November 2007
SunTrust Investment Services, Inc.   October 2005 - November 2007
SunTrust Investment Services, Inc.   February 2002 - October 2005
SunTrust Investment Services, Inc.   October 2001 - February 2002
SunTrust Investment Services, Inc.   January 1999 - October 2001
SunTrust Bank  November 1998 - July 1999
Ameriprise Financial Services, Inc.   May 1998 - August 1998

Education
College of Financial Planning   2014 — 2017
Master of Science (M.S.), Personal Financial Planning

University of Miami - School of Business   1995 — 2011
Bachelors of Business Administration, International Finance and Marketing

Simone Forde Simone Forde Inkster, Michigan Details
Simone Forde's Ameriprise Financial Services, Inc. Experience April 2007 - November 2007
Job at
Industry Marketing and Advertising
Experience
Team Detroit  March 2015 - Present
ForeSee  October 2014 - March 2015
ForeSee  November 2013 - October 2014
J.D. Power and Associates   April 2013 - November 2013
J.D. Power and Associates   May 2012 - April 2013
University of Michigan-Dearborn  January 2012 - September 2012
Ameriprise Financial Services, Inc.   April 2007 - November 2007
University of Michigan School of Social Work  April 2006 - April 2007
University of Michigan School of Social Work  January 2006 - June 2006
University of Michigan-Urban Planning   October 2004 - April 2005

Skills
Microsoft Office, SPSS, Typing, Oral & Written..., Data Analysis, Data Entry, Data Management, People-oriented, Presentations, Survey Design, Research, Marketing Research, PowerPoint, Statistics, Analysis

Education
University of Michigan-Dearborn   2009 — 2012
Bachelor of Arts (B.A.), English

University of Michigan   2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters

Jamie Radke Jamie Radke Greater Detroit Area Details
Jamie Radke's Ameriprise Financial Services, Inc. Experience December 2006 - June 2008
Job Financial Reporting Analyst at ExxonMobil
Industry Financial Services
Experience
ExxonMobil  2014 - Present
Credit Acceptance  August 2012 - March 2014
Credit Acceptance  December 2010 - July 2012
Charter One Bank  December 2009 - December 2010
Ameriprise Financial Services, Inc.   December 2006 - June 2008
Ernst & Young  January 2006 - March 2006

Skills
Business Intelligence, SAS, SQL, Credit Analysis, Credit, Credit Risk, Subprime, Loans, Underwriting, Portfolio Management, Consumer Lending, Financial Analysis, Banking, Microsoft Excel, Management, Data Analysis, Accounting, Analysis, Finance, Financial Risk, Internal Audit, Analytics

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

Wayne State University   2003 — 2006
Bachelor of Science (B.S.), Finance, General, 3.86

Rob Goguen Rob Goguen Greater Boston Area Details
Rob Goguen's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Fall Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
Infinata  July 2015 - August 2015
Cambridge Savings Bank  June 2014 - August 2014
Acton Public Pools   May 2013 - August 2013

Skills
Sales, Microsoft Excel, Sales Operations, Economic Research, Banking, Research, Microsoft Word, PowerPoint, Finance, Social Media, Microsoft Office, Economics, Business Analysis, Teamwork, Customer Service, Team Leadership

Education
University of Massachusetts, Amherst   2012 — 2016
Bachelor of Arts (B.A.), Economics

Acton Boxborough Regional High School   2007 — 2011

Similar Companies