Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. October 2002 - Present
Education
University of Massachusetts, Amherst 1988 — 1992
BS, history
Taunton High School
Ameriprise Financial Services, Inc. March 2000 - Present
Education
University of Massachusetts, Amherst 1997 — 1999
Political Economics
University of North Texas 1995 — 1997
Jazz Studies
Ameriprise Financial Services, Inc. 2004 - Present
Ameriprise Financial Services, Inc. 1996 - 2004
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Business Administration
Ameriprise Financial Services, Inc. December 2003 - Present
Ameriprise Financial December 2003 - Present
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Economics
Oliver Ames
Ameriprise Financial Services, Inc. June 1993 - Present
Education
University of Michigan 1989 — 1993
BA, Human Resource Management
Half Hollow Hills West
Ameriprise Financial Services, Inc. November 1983 - Present
Education
University of Massachusetts, Amherst
Bachelor's Degree, Psychology
Longmeadow High School 1972 — 1976
High School
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.
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
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
Ameriprise Financial Services, Inc. September 1995 - Present
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelor's degree, Economics
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
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
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
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
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
Ameriprise Financial Services, Inc. November 1995 - Present
Education
University of Michigan 1991 — 1995
BGS
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
Ameriprise Financial Services, Inc. May 2004 - Present
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor's, Communications
Ameriprise Financial Services, Inc. May 1993 - Present
Education
University of Massachusetts, Amherst 1965 — 1969
B.S., Chemical Engineering
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
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
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
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)
Ameriprise Financial Services, Inc. 1997 - Present
Education
Wayne State University
MBA
University of Michigan 1990 — 1994
B.S., Biology
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial 1989 - Present
Ameriprise Financial Services, Inc. 1989 - 2012
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
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
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
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
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
Ameriprise Financial Services, Inc. April 2001 - Present
Education
University of Michigan-Flint 1980 — 1981
Bachelor of Arts, Music, Sociology, Philosophy, Accounting
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
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)
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.)
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. April 1998 - Present
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1985
MBA, Business Administration
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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