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
Employee
Years
Job
Industry
Charles Pieper Charles Pieper's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Strategy Analyst Intern
Industry Financial Services
Experience
Accenture June 2015 - Present
Greene Holcomb Fisher September 2014 - December 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Carlson School of Management January 2014 - May 2014
Waterfront Financial Group May 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Leadership, Time Management, Teamwork, Customer Service, Critical Thinking, Analysis, Marketing
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Finance
Accenture June 2015 - Present
Greene Holcomb Fisher September 2014 - December 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Carlson School of Management January 2014 - May 2014
Waterfront Financial Group May 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Leadership, Time Management, Teamwork, Customer Service, Critical Thinking, Analysis, Marketing
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Finance
Brett Sullivan 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
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
Michael Nesheim, CFP® Michael Nesheim, CFP®'s Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Financial Advisor, Stone Arch Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2005 - Present
American Express Financial Advisors 2003 - 2005
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science, Finance and Insurance/Risk Management
Ameriprise Financial Services, Inc. 2005 - Present
American Express Financial Advisors 2003 - 2005
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science, Finance and Insurance/Risk Management
Eric Ekman Eric Ekman's Ameriprise Financial Services, Inc. Experience August 2005 - December 2012
Job Transition Specialist at Questar Capital
Industry Financial Services
Experience
Questar Capital March 2014 - Present
Ameriprise Financial Services, Inc. August 2005 - December 2012
Wells Fargo May 2003 - March 2005
Northwestern Mutual May 2002 - June 2003
Skills
Series 7, Series 63, Kaizen, Financial Services, Financial Advisory, Financial Planning, Securities
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 1998 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Questar Capital March 2014 - Present
Ameriprise Financial Services, Inc. August 2005 - December 2012
Wells Fargo May 2003 - March 2005
Northwestern Mutual May 2002 - June 2003
Skills
Series 7, Series 63, Kaizen, Financial Services, Financial Advisory, Financial Planning, Securities
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 1998 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Cassie Gerber Cassie Gerber's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Content Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - January 2014
Ameriprise Financial Services, Inc. February 2012 - April 2013
Ameriprise Financial Services, Inc. July 2010 - February 2012
Ameriprise Financial Services, Inc. June 2009 - August 2009
Accurate Home Care June 2008 - August 2008
Skills
Marketing Communications, Marketing, Project Planning, Relationship Management, Marketing Strategy, Internal Communications, Digital Marketing, Go-to-market Strategy, Collateral Management, Strategy, Management, Social Media, Leadership, Integrated Marketing, Social Media Marketing, Interactive Marketing, Program Management, Content Development, Content Strategy
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Marketing; Nonprofit Management
Elk River High School
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - January 2014
Ameriprise Financial Services, Inc. February 2012 - April 2013
Ameriprise Financial Services, Inc. July 2010 - February 2012
Ameriprise Financial Services, Inc. June 2009 - August 2009
Accurate Home Care June 2008 - August 2008
Skills
Marketing Communications, Marketing, Project Planning, Relationship Management, Marketing Strategy, Internal Communications, Digital Marketing, Go-to-market Strategy, Collateral Management, Strategy, Management, Social Media, Leadership, Integrated Marketing, Social Media Marketing, Interactive Marketing, Program Management, Content Development, Content Strategy
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Marketing; Nonprofit Management
Elk River High School
Michele Bleskan Michele Bleskan's Ameriprise Financial Services, Inc. Experience 1989 - 1993
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
Bleskan Associates 1994 - Present
Finnegan Bleskan Associates 1993 - 1994
Ameriprise Financial Services, Inc. 1989 - 1993
Skills
Conflict Resolution, Leadership Development, Team Building, Organizational..., Change Management, Nonprofits, Government, Executive Management, Executive Coaching, Organizational..., Workshop Facilitation, Coaching, Succession Planning, Program Management, Employee Engagement, Personal Development, Strategic Planning, Management Consulting, Management Development
Education
University of Minnesota - Carlson School of Management 1981 — 1982
MAIR candidate, Industrial Relations
University of Minnesota-Twin Cities 1978 — 1981
BA, Psychology
Bleskan Associates 1994 - Present
Finnegan Bleskan Associates 1993 - 1994
Ameriprise Financial Services, Inc. 1989 - 1993
Skills
Conflict Resolution, Leadership Development, Team Building, Organizational..., Change Management, Nonprofits, Government, Executive Management, Executive Coaching, Organizational..., Workshop Facilitation, Coaching, Succession Planning, Program Management, Employee Engagement, Personal Development, Strategic Planning, Management Consulting, Management Development
Education
University of Minnesota - Carlson School of Management 1981 — 1982
MAIR candidate, Industrial Relations
University of Minnesota-Twin Cities 1978 — 1981
BA, Psychology
Jessica Manning Jessica Manning's Ameriprise Financial Services, Inc. Experience April 2011 - August 2011
Job Merchandise Planning Business Analyst at Target
Industry Marketing and Advertising
Experience
Target June 2014 - Present
Viking Engineering & Development July 2013 - Present
Minneapolis Financial Group June 2012 - January 2013
Ameriprise Financial Services, Inc. April 2011 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Financial Services, Analysis, Microsoft Office, Microsoft Word, English, Windows, Outlook, Marketing Strategy, Health Insurance, Life Insurance, Social Media Marketing, Marketing Communications, Demand Generation, Brand Development
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, Finance and Marketing, 3.3
Target June 2014 - Present
Viking Engineering & Development July 2013 - Present
Minneapolis Financial Group June 2012 - January 2013
Ameriprise Financial Services, Inc. April 2011 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Financial Services, Analysis, Microsoft Office, Microsoft Word, English, Windows, Outlook, Marketing Strategy, Health Insurance, Life Insurance, Social Media Marketing, Marketing Communications, Demand Generation, Brand Development
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, Finance and Marketing, 3.3
Chanthy Chum Chanthy Chum's Ameriprise Financial Services, Inc. Experience June 2012 - August 2015
Job MAHRIR Candidate at the Carlson School of Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - August 2015
UBS Wealth Management October 2011 - May 2012
Skills
Finance, Investments, Leadership, Financial Advisory, Retirement Planning, Insurance, Business Planning
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master’s Degree, Human Resources and Industrial Relations
University of Washington 2008 — 2012
Bachelor of Arts (BA), Finance and International Business
Ameriprise Financial Services, Inc. June 2012 - August 2015
UBS Wealth Management October 2011 - May 2012
Skills
Finance, Investments, Leadership, Financial Advisory, Retirement Planning, Insurance, Business Planning
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master’s Degree, Human Resources and Industrial Relations
University of Washington 2008 — 2012
Bachelor of Arts (BA), Finance and International Business
Atlee Wong Atlee Wong's Ameriprise Financial Services, Inc. Experience June 2012 - July 2014
Job Experienced Financial, Product Pricing and Business Strategy Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - July 2014
Mu Performing Arts 2008 - 2014
Ameriprise Financial Services, Inc. June 2010 - June 2012
Ameriprise Financial Services, Inc. July 2001 - June 2010
Net Perceptions 1999 - 2001
Cyrus Intersoft 1998 - 1999
Best Buy 1996 - 1999
The Pillsbury Company 1990 - 1995
KPMG US 1989 - 1990
Skills
Financial Modeling, Financial Analysis, Pricing, Communication Skills, Revenue Forecasting, Presentation Development, Marketing Strategy, Capital Budgeting, Risk Management, Product Management, Series 7, Mutual Funds, Financial Services, Securities, FINRA, Wealth Management
Education
University of Minnesota - Carlson School of Management 1990 — 1995
Master of Business Administration (M.B.A.), Marketing & Strategic Management
University of Minnesota - Carlson School of Management
Bachelor's Degree, Accounting and Economics
Ameriprise Financial Services, Inc. June 2012 - July 2014
Mu Performing Arts 2008 - 2014
Ameriprise Financial Services, Inc. June 2010 - June 2012
Ameriprise Financial Services, Inc. July 2001 - June 2010
Net Perceptions 1999 - 2001
Cyrus Intersoft 1998 - 1999
Best Buy 1996 - 1999
The Pillsbury Company 1990 - 1995
KPMG US 1989 - 1990
Skills
Financial Modeling, Financial Analysis, Pricing, Communication Skills, Revenue Forecasting, Presentation Development, Marketing Strategy, Capital Budgeting, Risk Management, Product Management, Series 7, Mutual Funds, Financial Services, Securities, FINRA, Wealth Management
Education
University of Minnesota - Carlson School of Management 1990 — 1995
Master of Business Administration (M.B.A.), Marketing & Strategic Management
University of Minnesota - Carlson School of Management
Bachelor's Degree, Accounting and Economics
Cole Hystead Cole Hystead's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor with Sutton, Benning, and Mancell, a financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - September 2012
Ameriprise Financial Services, Inc. January 2010 - January 2012
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - September 2012
Ameriprise Financial Services, Inc. January 2010 - January 2012
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Kristoffar Nelson's Ameriprise Financial Services, Inc. Experience 1999 - 2001
Job Senior Project Manager at CSL International
Industry Market Research
Experience
Conventions, Sports, & Leisure International 2001 - Present
Ameriprise Financial Services, Inc. 1999 - 2001
Skills
Feasibility Studies, Strategic Planning, Project Planning, Market Research, Project Management, Strategy, Cross-functional Team..., Leadership, Analysis, Program Management, Negotiation, Business Analysis, Process Improvement, Financial Analysis, Consulting
Education
University of Minnesota - Carlson School of Management 1996 — 2001
Bachellor of Science, Finance
Lincoln High
Conventions, Sports, & Leisure International 2001 - Present
Ameriprise Financial Services, Inc. 1999 - 2001
Skills
Feasibility Studies, Strategic Planning, Project Planning, Market Research, Project Management, Strategy, Cross-functional Team..., Leadership, Analysis, Program Management, Negotiation, Business Analysis, Process Improvement, Financial Analysis, Consulting
Education
University of Minnesota - Carlson School of Management 1996 — 2001
Bachellor of Science, Finance
Lincoln High
Brannon King, APMA® Brannon King, APMA®'s Ameriprise Financial Services, Inc. Experience January 2014 - May 2015
Job Internal Retirement Consultant II at Allianz Life
Industry Investment Management
Experience
Allianz Life May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2015
Ameriprise Financial Services, Inc. June 2012 - January 2014
Mutual of Omaha January 2012 - May 2012
U of M Stock Trader's Club May 2011 - May 2012
U of M Investment Fund December 2010 - May 2012
Carlson School of Management September 2009 - May 2012
Receivables Control Corporation June 2011 - September 2011
North Star Resource Group June 2011 - August 2011
Lord Fletcher's May 2008 - September 2010
Skills
Finance, Financial Modeling, Financial Advisory, Leadership, Time Management, Mutual Funds, Financial Services, Customer Service, PowerPoint, Financial Planning, Financial Analysis, Strategic Financial..., Social Skills, Social Media, Retirement, Microsoft Excel, Microsoft Office
Education
Orono
University of Minnesota - Carlson School of Management
Allianz Life May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2015
Ameriprise Financial Services, Inc. June 2012 - January 2014
Mutual of Omaha January 2012 - May 2012
U of M Stock Trader's Club May 2011 - May 2012
U of M Investment Fund December 2010 - May 2012
Carlson School of Management September 2009 - May 2012
Receivables Control Corporation June 2011 - September 2011
North Star Resource Group June 2011 - August 2011
Lord Fletcher's May 2008 - September 2010
Skills
Finance, Financial Modeling, Financial Advisory, Leadership, Time Management, Mutual Funds, Financial Services, Customer Service, PowerPoint, Financial Planning, Financial Analysis, Strategic Financial..., Social Skills, Social Media, Retirement, Microsoft Excel, Microsoft Office
Education
Orono
University of Minnesota - Carlson School of Management
Krista Hanamann's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Human Resources Intern at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ayuntamiento de Toledo January 2015 - April 2015
MACC Commonwealth September 2014 - December 2014
MACC Commonwealth May 2014 - August 2014
American Family Insurance-Brian Guerin July 2013 - August 2013
Skills
Customer Service, Microsoft Office, PowerPoint, Human Resources, Teamwork, Time Management, Microsoft Word, Leadership, Data Entry, Event Planning, Team Leadership, Social Media, Social Networking, Retail, Employee Benefits
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor’s Degree, Human Resource Management and International Business Majors with Spanish Minor, Senior
Cedarburg High School 2008 — 2012
Ameriprise Financial Services, Inc. June 2015 - Present
Ayuntamiento de Toledo January 2015 - April 2015
MACC Commonwealth September 2014 - December 2014
MACC Commonwealth May 2014 - August 2014
American Family Insurance-Brian Guerin July 2013 - August 2013
Skills
Customer Service, Microsoft Office, PowerPoint, Human Resources, Teamwork, Time Management, Microsoft Word, Leadership, Data Entry, Event Planning, Team Leadership, Social Media, Social Networking, Retail, Employee Benefits
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor’s Degree, Human Resource Management and International Business Majors with Spanish Minor, Senior
Cedarburg High School 2008 — 2012
Andrew J. Wacker Andrew J. Wacker's Ameriprise Financial Services, Inc. Experience June 2005 - June 2007
Job Brokerage Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2007 - Present
Ameriprise Financial Services, Inc. June 2005 - June 2007
Prudential Financial May 2002 - May 2004
Skills
Retirement Planning, Insurance, CRM, Retirement, Marketing, Financial Services, Life Insurance, Disability Insurance, Long-term Care, Investments, Finance, Financial Advisory, Health Insurance
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Master of Business Administration (MBA), Marketing
University of Nebraska-Lincoln 1997 — 2002
Bachelor's degree, Finance
MassMutual Financial Group June 2007 - Present
Ameriprise Financial Services, Inc. June 2005 - June 2007
Prudential Financial May 2002 - May 2004
Skills
Retirement Planning, Insurance, CRM, Retirement, Marketing, Financial Services, Life Insurance, Disability Insurance, Long-term Care, Investments, Finance, Financial Advisory, Health Insurance
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Master of Business Administration (MBA), Marketing
University of Nebraska-Lincoln 1997 — 2002
Bachelor's degree, Finance
James Kirk James Kirk's Ameriprise Financial Services, Inc. Experience July 2012 - May 2013
Job Managing Director at Fairmile Financial Corp
Industry Investment Management
Experience
Fairmile Financial Corp June 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - May 2013
The Hartford / Woodbury Financial Services May 2008 - June 2012
Versant Capital Management August 2004 - May 2008
Touchstone Group February 2002 - July 2004
Goldsmith Agio Helms / Lazard Middle Markets June 2000 - October 2001
General Motors / GMAC ResCap December 1998 - May 2000
Cargill / Financial Markets February 1995 - November 1998
Skills
investment analysis, manager selection, due diligence, marketing, business development, investment program..., business line management
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance
University of Notre Dame 1988 — 1993
BA, Government
Fairmile Financial Corp June 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - May 2013
The Hartford / Woodbury Financial Services May 2008 - June 2012
Versant Capital Management August 2004 - May 2008
Touchstone Group February 2002 - July 2004
Goldsmith Agio Helms / Lazard Middle Markets June 2000 - October 2001
General Motors / GMAC ResCap December 1998 - May 2000
Cargill / Financial Markets February 1995 - November 1998
Skills
investment analysis, manager selection, due diligence, marketing, business development, investment program..., business line management
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance
University of Notre Dame 1988 — 1993
BA, Government
Marty Rocket Marty Rocket's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2010
Education
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Arts (B.A.), Finance and Financial Management Services, 4.00
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2010
Education
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Arts (B.A.), Finance and Financial Management Services, 4.00
Austin Loeb's Ameriprise Financial Services, Inc. Experience July 2013 - May 2015
Job Digital Marketing Manager at truBrain
Industry Marketing and Advertising
Experience
truBrain June 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - May 2015
Self-Employed August 2014 - March 2015
Carlson Brand Enterprise January 2012 - December 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
Good Business Apparel, LLC June 2011 - April 2012
Red Bull August 2010 - May 2011
Target April 2007 - July 2009
Skills
Marketing, Leadership, Advertising, Public Speaking, Entrepreneurship, Project Planning, Data Analysis, Strategy, CRM
Education
University of Minnesota - Carlson School of Management 2009 — 2013
BSB, Marketing and Entrepreneurial Management
truBrain June 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - May 2015
Self-Employed August 2014 - March 2015
Carlson Brand Enterprise January 2012 - December 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
Good Business Apparel, LLC June 2011 - April 2012
Red Bull August 2010 - May 2011
Target April 2007 - July 2009
Skills
Marketing, Leadership, Advertising, Public Speaking, Entrepreneurship, Project Planning, Data Analysis, Strategy, CRM
Education
University of Minnesota - Carlson School of Management 2009 — 2013
BSB, Marketing and Entrepreneurial Management
Katie Vogel Katie Vogel's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Business Program Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - May 2015
Ameriprise Financial Services, Inc. July 2012 - November 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Merchant & Gould P.C. August 2010 - May 2011
Skills
Process Improvement, Market Research, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Project Management, Marketing Communications, Marketing Strategy, Research, Data Analysis, Marketing, Program Management, Analysis, Leadership
Education
University of Minnesota - Carlson School of Management 2008 — 2012
B.S., Supply Chain & Operations Management; Marketing
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - May 2015
Ameriprise Financial Services, Inc. July 2012 - November 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Merchant & Gould P.C. August 2010 - May 2011
Skills
Process Improvement, Market Research, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Project Management, Marketing Communications, Marketing Strategy, Research, Data Analysis, Marketing, Program Management, Analysis, Leadership
Education
University of Minnesota - Carlson School of Management 2008 — 2012
B.S., Supply Chain & Operations Management; Marketing
Kurt Merkle, CFA Kurt Merkle, CFA's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Director Due Diligence at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Columbia Management November 2010 - May 2013
Galliard Capital Management November 2009 - November 2010
Ameriprise Financial Services, Inc. June 2003 - November 2009
Skills
Bloomberg, Fixed Income, Equities, Asset Managment, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Alternative Investments, Performance Attribution, Asset Management, Risk Management, Financial Risk, Finance, Analysis, Financial Services, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2003 — 2006
MBA, Finance
University of Saint Thomas 1999 — 2003
BA, Accounting
Ameriprise Financial Services, Inc. May 2013 - Present
Columbia Management November 2010 - May 2013
Galliard Capital Management November 2009 - November 2010
Ameriprise Financial Services, Inc. June 2003 - November 2009
Skills
Bloomberg, Fixed Income, Equities, Asset Managment, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Alternative Investments, Performance Attribution, Asset Management, Risk Management, Financial Risk, Finance, Analysis, Financial Services, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2003 — 2006
MBA, Finance
University of Saint Thomas 1999 — 2003
BA, Accounting
Mike Bringgold Mike Bringgold's Ameriprise Financial Services, Inc. Experience June 2015 - September 2015
Job Investment Banking Intern at Greene Holcomb Fisher
Industry Investment Banking
Experience
Greene Holcomb Fisher September 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - September 2015
Easy Breezy Tees May 2013 - June 2015
KING May 2014 - January 2015
Fitness 1st Training June 2012 - February 2014
Skills
Public Speaking, Leadership, Microsoft Office, Marketing, Web Design, Time Management, Microsoft Word, Data Analysis, Microsoft Excel, Teamwork, Keyboard Skills, PowerPoint, Windows 7, Customer Service, Social Media, Windows Movie Maker, Adobe Acrobat, Management, Social Networking, Event Planning
Education
University of Minnesota - Carlson School of Management 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, Sophomore
Blaine Senior High 2009 — 2013
High School
Greene Holcomb Fisher September 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - September 2015
Easy Breezy Tees May 2013 - June 2015
KING May 2014 - January 2015
Fitness 1st Training June 2012 - February 2014
Skills
Public Speaking, Leadership, Microsoft Office, Marketing, Web Design, Time Management, Microsoft Word, Data Analysis, Microsoft Excel, Teamwork, Keyboard Skills, PowerPoint, Windows 7, Customer Service, Social Media, Windows Movie Maker, Adobe Acrobat, Management, Social Networking, Event Planning
Education
University of Minnesota - Carlson School of Management 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, Sophomore
Blaine Senior High 2009 — 2013
High School
Paige Nicole Horwood's Ameriprise Financial Services, Inc. Experience August 2014 - December 2014
Job Business Analyst at Deloitte
Industry Marketing and Advertising
Experience
Deloitte August 2015 - Present
Carlson School of Management January 2014 - Present
Small Business Owner- Hair by Paige April 2006 - Present
University of Minnesota September 2013 - Present
Ameriprise Financial Services, Inc. August 2014 - December 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Life Time Fitness November 2013 - August 2014
The Kelle Company April 2012 - July 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Social Media, Teamwork, Research, Leadership, Event Planning, Time Management, English, Team Leadership, Social Networking, Facebook, Windows, Data Analysis, Teaching, Fundraising
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor's Degree, Marketing and Entrepreneurial Management, Senior
Deloitte August 2015 - Present
Carlson School of Management January 2014 - Present
Small Business Owner- Hair by Paige April 2006 - Present
University of Minnesota September 2013 - Present
Ameriprise Financial Services, Inc. August 2014 - December 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Life Time Fitness November 2013 - August 2014
The Kelle Company April 2012 - July 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Social Media, Teamwork, Research, Leadership, Event Planning, Time Management, English, Team Leadership, Social Networking, Facebook, Windows, Data Analysis, Teaching, Fundraising
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor's Degree, Marketing and Entrepreneurial Management, Senior
Nathan Randall Nathan Randall's Ameriprise Financial Services, Inc. Experience September 2014 - December 2014
Job Student, athlete, investor, and aspiring video game funder
Industry Accounting
Experience
The Coca-Cola Company March 2014 - Present
Ameriprise Financial Services, Inc. September 2014 - December 2014
BP June 2013 - September 2014
Mosaic Sales Solutions November 2013 - December 2013
Byerly's May 2012 - August 2012
Skills
Accounting, Mathematics, Customer Service, Bookkeeping, Time Management, HTML
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Accounting
The Coca-Cola Company March 2014 - Present
Ameriprise Financial Services, Inc. September 2014 - December 2014
BP June 2013 - September 2014
Mosaic Sales Solutions November 2013 - December 2013
Byerly's May 2012 - August 2012
Skills
Accounting, Mathematics, Customer Service, Bookkeeping, Time Management, HTML
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Accounting
John Lindgren John Lindgren's Ameriprise Financial Services, Inc. Experience July 2006 - June 2012
Job Sr. Project Manager
Industry Information Technology and Services
Experience
Stoneridge Software Sr. Project ManagerYork Solutions, LLCJune 2013 - December 2014
Amcom Software September 2012 - March 2013
Ameriprise Financial Services, Inc. July 2006 - June 2012
Skills
SDLC, Vendor Management, Project Management, Business Analysis, Program Management, Process Improvement, Project Portfolio..., PMP, Visio, Resource Management, Leadership, Cross-functional Team..., Requirements Analysis, Integration, Software Project..., Business Process..., Requirements Gathering
Education
University of Minnesota - Carlson School of Management
BSB, Business Administration and Management, General
University of St. Thomas
Master of Business Administration (MBA), Business Administration and Management, General
Stoneridge Software Sr. Project ManagerYork Solutions, LLCJune 2013 - December 2014
Amcom Software September 2012 - March 2013
Ameriprise Financial Services, Inc. July 2006 - June 2012
Skills
SDLC, Vendor Management, Project Management, Business Analysis, Program Management, Process Improvement, Project Portfolio..., PMP, Visio, Resource Management, Leadership, Cross-functional Team..., Requirements Analysis, Integration, Software Project..., Business Process..., Requirements Gathering
Education
University of Minnesota - Carlson School of Management
BSB, Business Administration and Management, General
University of St. Thomas
Master of Business Administration (MBA), Business Administration and Management, General
Monica Ross Monica Ross's Ameriprise Financial Services, Inc. Experience August 2001 - April 2006
Job Director of Strategic Projects at Parsons Electric LLC
Industry Construction
Experience
Parsons Electric LLC May 2006 - Present
Ameriprise Financial Services, Inc. August 2001 - April 2006
McGough Construction March 1996 - November 2000
Turner Construction Company May 1995 - March 1996
Skills
Business Planning, Change Management, Business Strategy, Goal Setting, Budget Process, Financial Forecasting, Process Improvement, Project Delivery, Risk Management, Financial Services, Project Finance, Training, Integration, PMO, Cross-functional Team..., Microsoft Office, MS Project, Contract Management, Meeting Planning, Value Engineering, Pre-construction, Construction Management
Education
University of Minnesota - Carlson School of Management 1997 — 2001
MBA, Finance
University of Wisconsin-Madison 1990 — 1995
BS, Civil Engineering
Parsons Electric LLC May 2006 - Present
Ameriprise Financial Services, Inc. August 2001 - April 2006
McGough Construction March 1996 - November 2000
Turner Construction Company May 1995 - March 1996
Skills
Business Planning, Change Management, Business Strategy, Goal Setting, Budget Process, Financial Forecasting, Process Improvement, Project Delivery, Risk Management, Financial Services, Project Finance, Training, Integration, PMO, Cross-functional Team..., Microsoft Office, MS Project, Contract Management, Meeting Planning, Value Engineering, Pre-construction, Construction Management
Education
University of Minnesota - Carlson School of Management 1997 — 2001
MBA, Finance
University of Wisconsin-Madison 1990 — 1995
BS, Civil Engineering
Cindy Roggenkamp Cindy Roggenkamp's Ameriprise Financial Services, Inc. Experience August 2012 - October 2013
Job Consultant and Tax Professional
Industry Financial Services
Experience
Tim Roggenkamp, CPA November 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2013
HD Vest Financial Services October 2010 - August 2012
Compliance Systems, Inc. (CSi) June 2003 - January 2012
Wolters Kluwer Financial Services (Formerly Bankers Systems, Inc.) January 2002 - February 2003
Universal Pensions, Inc. (Formerly Bisys, Inc.-Currently Ascensus, Inc.) June 1984 - August 2001
Skills
Financial Services
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BS, Business
Brainerd
Tim Roggenkamp, CPA November 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2013
HD Vest Financial Services October 2010 - August 2012
Compliance Systems, Inc. (CSi) June 2003 - January 2012
Wolters Kluwer Financial Services (Formerly Bankers Systems, Inc.) January 2002 - February 2003
Universal Pensions, Inc. (Formerly Bisys, Inc.-Currently Ascensus, Inc.) June 1984 - August 2001
Skills
Financial Services
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BS, Business
Brainerd
Lindsey Ruschmeyer Lindsey Ruschmeyer's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Marketing Coordinator at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - January 2015
Coloplast February 2012 - May 2013
Pringle of Scotland May 2011 - July 2011
The Glencoe Enterprise May 2010 - January 2011
McLeod County May 2010 - August 2010
Skills
Advertising, Press Releases, Newsletters, Marketing Communications, Social Media, Event Planning, Marketing, Leadership, Public Speaking, Event Management, Social Networking, Public Relations, Strategic Communications, PowerPoint, Microsoft Office, Customer Service, Teamwork
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Marketing
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science, Marketing
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - January 2015
Coloplast February 2012 - May 2013
Pringle of Scotland May 2011 - July 2011
The Glencoe Enterprise May 2010 - January 2011
McLeod County May 2010 - August 2010
Skills
Advertising, Press Releases, Newsletters, Marketing Communications, Social Media, Event Planning, Marketing, Leadership, Public Speaking, Event Management, Social Networking, Public Relations, Strategic Communications, PowerPoint, Microsoft Office, Customer Service, Teamwork
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Marketing
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science, Marketing
Tammy R. Nelson's Ameriprise Financial Services, Inc. Experience January 2012 - March 2012
Job CMO • MBA • CCXP • Author • Speaker • Entrepreneur • Strategy, Brand & Customer Experience Crusader (All views my own)
Industry Marketing and Advertising
Experience
American Modern Insurance Group April 2014 - Present
EyeMed Vision Care March 2012 - April 2014
Ameriprise Financial Services, Inc. January 2012 - March 2012
Ameriprise Financial Services, Inc. November 2006 - January 2012
American Express September 2004 - November 2006
American Express July 2000 - September 2004
American Express January 1999 - July 2000
American Express June 1998 - January 1999
American Express July 1997 - June 1998
American Express June 1996 - July 1997
Skills
E-commerce, Direct Marketing, Database Marketing, Customer Experience, Customer Acquisition, Customer Retention, Marketing Communications, Strategic Planning, Strategic Leadership, Product Development, Sales Management, Strategic Partnerships, Integrated Marketing, Marketing Strategy, Strategy, Culture Change, Client Experience, Wholesaling, Marketing Management, Multi-channel Marketing, Direct Mail, New Business Development, Interactive Marketing, Insurance, Marketing, Advertising, Financial Services, Management, Leadership, Brand Management, B2B, Online Advertising, Marketing Research, Creative Direction, Public Relations, SEO, B2B Marketing, Media Relations, Product Marketing, Employee Benefits, Segmentation, Lead Generation, Internal Communications, Digital Marketing, Email Marketing, Sales
Education
Cincinnati USA Regional Chamber 2014 — 2015
Leadership Cincinnati - Class 38, Executive Leadership Development
University of Minnesota - Carlson School of Management 1996 — 2001
MBA, Marketing, 3.84 (4.0 scale)
University of Wisconsin-Eau Claire 1989 — 1993
BA, Advertising & Economics, 3.67 (4.0 scale)
D. C. Everest 1986 — 1989
High School
American Modern Insurance Group April 2014 - Present
EyeMed Vision Care March 2012 - April 2014
Ameriprise Financial Services, Inc. January 2012 - March 2012
Ameriprise Financial Services, Inc. November 2006 - January 2012
American Express September 2004 - November 2006
American Express July 2000 - September 2004
American Express January 1999 - July 2000
American Express June 1998 - January 1999
American Express July 1997 - June 1998
American Express June 1996 - July 1997
Skills
E-commerce, Direct Marketing, Database Marketing, Customer Experience, Customer Acquisition, Customer Retention, Marketing Communications, Strategic Planning, Strategic Leadership, Product Development, Sales Management, Strategic Partnerships, Integrated Marketing, Marketing Strategy, Strategy, Culture Change, Client Experience, Wholesaling, Marketing Management, Multi-channel Marketing, Direct Mail, New Business Development, Interactive Marketing, Insurance, Marketing, Advertising, Financial Services, Management, Leadership, Brand Management, B2B, Online Advertising, Marketing Research, Creative Direction, Public Relations, SEO, B2B Marketing, Media Relations, Product Marketing, Employee Benefits, Segmentation, Lead Generation, Internal Communications, Digital Marketing, Email Marketing, Sales
Education
Cincinnati USA Regional Chamber 2014 — 2015
Leadership Cincinnati - Class 38, Executive Leadership Development
University of Minnesota - Carlson School of Management 1996 — 2001
MBA, Marketing, 3.84 (4.0 scale)
University of Wisconsin-Eau Claire 1989 — 1993
BA, Advertising & Economics, 3.67 (4.0 scale)
D. C. Everest 1986 — 1989
High School
Ben Stefonowicz's Ameriprise Financial Services, Inc. Experience November 2013 - January 2014
Job IT Business Analyst Intern at Kohl's Department Stores
Industry Marketing and Advertising
Experience
Kohl's Department Stores May 2014 - Present
Ameriprise Financial Services, Inc. November 2013 - January 2014
University of Minnesota May 2013 - September 2013
American Cancer Society February 2010 - July 2013
Housing&ResidentialLife,UniversityofMinnesota August 2012 - May 2013
Rudy's Redeye Grill July 2010 - October 2012
Erbert and Gerbert's Sandwich Shop June 2008 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Visio, Blogging, Twitter, Social Media, Communication, Social Media Outreach, Customer Service, Team Leadership, Team Building, Public Speaking, Teamwork, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science, Management Information Systems; Marketing, Junior
Kohl's Department Stores May 2014 - Present
Ameriprise Financial Services, Inc. November 2013 - January 2014
University of Minnesota May 2013 - September 2013
American Cancer Society February 2010 - July 2013
Housing&ResidentialLife,UniversityofMinnesota August 2012 - May 2013
Rudy's Redeye Grill July 2010 - October 2012
Erbert and Gerbert's Sandwich Shop June 2008 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Visio, Blogging, Twitter, Social Media, Communication, Social Media Outreach, Customer Service, Team Leadership, Team Building, Public Speaking, Teamwork, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science, Management Information Systems; Marketing, Junior
Bobby Swoboda Bobby Swoboda's Ameriprise Financial Services, Inc. Experience March 2005 - Present
Job Associate Vice President & Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2005 - Present
Education
University of Minnesota - Carlson School of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance & Business Management
Ameriprise Financial Services, Inc. March 2005 - Present
Education
University of Minnesota - Carlson School of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance & Business Management
Linda Moriarty Linda Moriarty's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2003 - 2013
Ameriprise Financial Services, Inc. 2000 - 2003
Ameriprise Financial Services, Inc. 1994 - 2000
Skills
Mutual Funds, Insurance, Investments, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Series 7, Workplace Solutions, Marketing
Education
Carlson School of Management 1988 — 1990
MBA, Business
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2003 - 2013
Ameriprise Financial Services, Inc. 2000 - 2003
Ameriprise Financial Services, Inc. 1994 - 2000
Skills
Mutual Funds, Insurance, Investments, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Series 7, Workplace Solutions, Marketing
Education
Carlson School of Management 1988 — 1990
MBA, Business
Karl Dornfeld Karl Dornfeld's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Director New Business & Policyholder Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial March 2010 - October 2010
Ameriprise Financial March 2007 - March 2010
Wells Fargo Investments January 2005 - November 2006
Wells Fargo April 2001 - December 2004
MJK Clearing April 1997 - February 2001
Previous Work History January 1997 - January 1997
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Fixed Income, Risk Management, Strategy, Financial Services, Vendor Management, Mergers & Acquisitions, Bonds, Investments, Trading, FINRA, Insurance, Options, Business Networking, Leadership, Relationship Management, Budgets, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management
University of Minnesota-Twin Cities
BS, Business Admin/Public Health
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial March 2010 - October 2010
Ameriprise Financial March 2007 - March 2010
Wells Fargo Investments January 2005 - November 2006
Wells Fargo April 2001 - December 2004
MJK Clearing April 1997 - February 2001
Previous Work History January 1997 - January 1997
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Fixed Income, Risk Management, Strategy, Financial Services, Vendor Management, Mergers & Acquisitions, Bonds, Investments, Trading, FINRA, Insurance, Options, Business Networking, Leadership, Relationship Management, Budgets, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management
University of Minnesota-Twin Cities
BS, Business Admin/Public Health
G.J. Lempe, CFP G.J. Lempe, CFP's Ameriprise Financial Services, Inc. Experience October 1991 - July 2006
Job Senior Wealth Advisor
Industry Financial Services
Experience
Superior Wealth Managment Group, LLC July 2006 - Present
Ameriprise Financial Services, Inc. October 1991 - July 2006
Skills
Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Series 7, Saving for Education, Strategic Financial..., Investment Strategies
Education
University of Minnesota - Carlson School of Management 1986 — 1991
Bachelor of Science: Business, Finance, Psychology
Superior Wealth Managment Group, LLC July 2006 - Present
Ameriprise Financial Services, Inc. October 1991 - July 2006
Skills
Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Series 7, Saving for Education, Strategic Financial..., Investment Strategies
Education
University of Minnesota - Carlson School of Management 1986 — 1991
Bachelor of Science: Business, Finance, Psychology
Chris Bechly Chris Bechly's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Reporting Intern at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Center for Computer Assisted Legal Instruction January 2014 - June 2015
IKEA Group May 2013 - September 2013
IKEA Group May 2012 - August 2012
Skills
Leadership, Communication Skills, Microsoft Word, Microsoft Excel, Problem Solving, Highly detail oriented, Account Reconciliation, Office Administration
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS), Finance, General
Ameriprise Financial Services, Inc. June 2015 - Present
Center for Computer Assisted Legal Instruction January 2014 - June 2015
IKEA Group May 2013 - September 2013
IKEA Group May 2012 - August 2012
Skills
Leadership, Communication Skills, Microsoft Word, Microsoft Excel, Problem Solving, Highly detail oriented, Account Reconciliation, Office Administration
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS), Finance, General
Adam Seavey, CRPC® Adam Seavey, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2010 - Present
Job Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2010 - Present
Ameriprise Financial Services, Inc. July 2009 - August 2010
Education
University of Minnesota - Carlson School of Management 2007 — 2009
BS in Business, Finance
Ameriprise Financial Services, Inc. August 2010 - Present
Ameriprise Financial Services, Inc. July 2009 - August 2010
Education
University of Minnesota - Carlson School of Management 2007 — 2009
BS in Business, Finance
Madhusudan Hanmantgad Madhusudan Hanmantgad's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Project / Program Manager Technology at Ameriprise Financial Services, Inc.
Industry Computer Software
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Wipro Technologies August 2010 - May 2013
Infosys 2003 - 2010
Infosys 1999 - 2003
Command International Software 1997 - 1999
Skills
Business Intelligence, Software Project..., SDLC, Program Management, Global Delivery, Integration, Data Warehousing, Requirements Analysis, PMP, Testing, PMO, Project Management, Pre-sales, Business Process, IT Strategy, Enterprise Software, Business Analysis, Strategy, Resource Management, Project Portfolio..., CRM, Project Delivery, Business Transformation, Management, Requirements Gathering, Enterprise Architecture, Vendor Management, Outsourcing, Project Governance, IT Asset Management, Software Licensing..., IT Service Management, FlexNet Manager Suite -..., ServiceNow
Education
Carlson School of Management 2008 — 2012
Master of Business Administration (MBA), Information Systems, General Management
University of Mysore 1992 — 1996
Bachelor of Engineering (B.E.), Industrial Engineering
Ameriprise Financial Services, Inc. June 2013 - Present
Wipro Technologies August 2010 - May 2013
Infosys 2003 - 2010
Infosys 1999 - 2003
Command International Software 1997 - 1999
Skills
Business Intelligence, Software Project..., SDLC, Program Management, Global Delivery, Integration, Data Warehousing, Requirements Analysis, PMP, Testing, PMO, Project Management, Pre-sales, Business Process, IT Strategy, Enterprise Software, Business Analysis, Strategy, Resource Management, Project Portfolio..., CRM, Project Delivery, Business Transformation, Management, Requirements Gathering, Enterprise Architecture, Vendor Management, Outsourcing, Project Governance, IT Asset Management, Software Licensing..., IT Service Management, FlexNet Manager Suite -..., ServiceNow
Education
Carlson School of Management 2008 — 2012
Master of Business Administration (MBA), Information Systems, General Management
University of Mysore 1992 — 1996
Bachelor of Engineering (B.E.), Industrial Engineering
Nick Fogard Nick Fogard's Ameriprise Financial Services, Inc. Experience June 2012 - December 2013
Job Internal Retirement Consultant at Allianz Life
Industry Financial Services
Experience
Allianz Life January 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - December 2013
Best Buy October 2011 - June 2012
Applebee's Neighborhood Grill and Bar June 2006 - August 2011
University of Minnesota Duluth September 2009 - May 2010
Skills
Business Analysis, Customer Service, Finance, Leadership, Microsoft Office, Project Management, Retirement Planning, Strategic Financial..., Microsoft Excel, Investments, Data Analysis, Financial Analysis, Insurance
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Bachelor of Science, Business, Management Information Systems
University of Minnesota-Duluth 2008 — 2010
Management Information Systems, Management Information Systems
Allianz Life January 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - December 2013
Best Buy October 2011 - June 2012
Applebee's Neighborhood Grill and Bar June 2006 - August 2011
University of Minnesota Duluth September 2009 - May 2010
Skills
Business Analysis, Customer Service, Finance, Leadership, Microsoft Office, Project Management, Retirement Planning, Strategic Financial..., Microsoft Excel, Investments, Data Analysis, Financial Analysis, Insurance
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Bachelor of Science, Business, Management Information Systems
University of Minnesota-Duluth 2008 — 2010
Management Information Systems, Management Information Systems
Eric Loeffler Eric Loeffler's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Senior Finance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2012
Ameriprise Financial Services, Inc. August 2007 - May 2011
IBM May 2006 - August 2007
Skills
Strategic Financial..., Financial Modeling
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance, General
Winona State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General, Summa Cum Laude
Ameriprise Financial Services, Inc. November 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2012
Ameriprise Financial Services, Inc. August 2007 - May 2011
IBM May 2006 - August 2007
Skills
Strategic Financial..., Financial Modeling
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance, General
Winona State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General, Summa Cum Laude
Michael Cocozzello Michael Cocozzello's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Education
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science (BS), Finance
Ameriprise Financial Services, Inc. May 2012 - Present
Education
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science (BS), Finance
Mike Symonds Mike Symonds's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Actuarial Associate at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Mercer June 2009 - February 2012
Mercer June 2008 - December 2008
Skills
Actuarial Science, Employee Benefits, Retirement, Financial Risk, Economics, Finance, Actuarial Consulting, Defined Benefit, Actuaries, Pension Administration, Pensions, Pension Funds, Health Care Reform, Life Insurance, Insurance
Education
Carlson School of Management 2007 — 2009
Bachelor of Science in Business, Actuarial Science
Ameriprise Financial Services, Inc. February 2012 - Present
Mercer June 2009 - February 2012
Mercer June 2008 - December 2008
Skills
Actuarial Science, Employee Benefits, Retirement, Financial Risk, Economics, Finance, Actuarial Consulting, Defined Benefit, Actuaries, Pension Administration, Pensions, Pension Funds, Health Care Reform, Life Insurance, Insurance
Education
Carlson School of Management 2007 — 2009
Bachelor of Science in Business, Actuarial Science
Kevin Marinan Kevin Marinan's Ameriprise Financial Services, Inc. Experience July 1995 - June 1998
Job Senior Information Business/Technology Executive
Industry Financial Services
Experience
RBC Wealth Management August 2014 - May 2015
Thrivent Financial August 2008 - October 2012
Thrivent Financial January 2003 - July 2008
eLoyalty May 1999 - June 2002
Ameriprise Financial Services, Inc. July 1995 - June 1998
Skills
IT Strategy, CRM, Financial Services, Strategic Planning, Outsourcing, Strategy, Leadership, Enterprise Architecture, Business Development, Change Management, Business Process..., Mergers & Acquisitions, Program Management, Business Analysis, Talent Management, Strategic Financial..., SDLC, PMO, Vendor Management, Business Alignment, Management, Integration, Project Planning, Start-ups, Software Development, Information Technology, Business Strategy, Business Process, Management Consulting, Process Improvement, Cross-functional Team..., Risk Management, Project Portfolio..., Executive Management, Consulting, Enterprise Software, Governance, IT Management, Business Intelligence, SaaS, Portfolio Management, Salesforce.com
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA, Business Administration/Marketing
RBC Wealth Management August 2014 - May 2015
Thrivent Financial August 2008 - October 2012
Thrivent Financial January 2003 - July 2008
eLoyalty May 1999 - June 2002
Ameriprise Financial Services, Inc. July 1995 - June 1998
Skills
IT Strategy, CRM, Financial Services, Strategic Planning, Outsourcing, Strategy, Leadership, Enterprise Architecture, Business Development, Change Management, Business Process..., Mergers & Acquisitions, Program Management, Business Analysis, Talent Management, Strategic Financial..., SDLC, PMO, Vendor Management, Business Alignment, Management, Integration, Project Planning, Start-ups, Software Development, Information Technology, Business Strategy, Business Process, Management Consulting, Process Improvement, Cross-functional Team..., Risk Management, Project Portfolio..., Executive Management, Consulting, Enterprise Software, Governance, IT Management, Business Intelligence, SaaS, Portfolio Management, Salesforce.com
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA, Business Administration/Marketing
Maria Olshansky, CPA's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Senior Audit Manager at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
TCF Bank March 2008 - June 2013
TCF Bank September 2009 - October 2011
TCF Bank March 2008 - August 2009
PwC 2006 - March 2008
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, Sarbanes-Oxley, Enterprise Risk..., External Audit, CPA, Risk Management, Budgets, Banking, IT Audit, Management, Financial Analysis, Financial Reporting, Fraud, AML, COSO, Financial Risk, Bank Secrecy Act, Risk Assessment, Operational Risk..., SOX 404, SAS70, Credit, Financial Modeling, Governance, Due Diligence, Financial Services, Financial Audits, Analysis, Finance, SEC filings, Assurance, GAAP, Operational Risk
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BS, Accounting, Finance and Marketing
University of Minnesota - Carlson School of Management
Finance, Accounting and Marketing
Ameriprise Financial Services, Inc. June 2013 - Present
TCF Bank March 2008 - June 2013
TCF Bank September 2009 - October 2011
TCF Bank March 2008 - August 2009
PwC 2006 - March 2008
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, Sarbanes-Oxley, Enterprise Risk..., External Audit, CPA, Risk Management, Budgets, Banking, IT Audit, Management, Financial Analysis, Financial Reporting, Fraud, AML, COSO, Financial Risk, Bank Secrecy Act, Risk Assessment, Operational Risk..., SOX 404, SAS70, Credit, Financial Modeling, Governance, Due Diligence, Financial Services, Financial Audits, Analysis, Finance, SEC filings, Assurance, GAAP, Operational Risk
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BS, Accounting, Finance and Marketing
University of Minnesota - Carlson School of Management
Finance, Accounting and Marketing
Deanna Blomquist Deanna Blomquist's Ameriprise Financial Services, Inc. Experience January 1995 - December 1998
Job Senior Manager IT/eDiscovery at Dish Network
Industry Legal Services
Experience
Dish Network March 2015 - Present
Faegre Baker Daniels LLP March 2012 - January 2015
Morgan, Lewis & Bockius LLP May 2011 - February 2012
Faegre & Benson LLP June 2006 - May 2011
Ameriprise Financial February 2006 - July 2006
Ameriprise Financial January 2003 - February 2006
Ameriprise Financial January 2002 - December 2002
Ameriprise Financial January 1999 - January 2002
Ameriprise Financial Services, Inc. January 1995 - December 1998
Ameriprise Financial Services, Inc. February 1991 - December 1994
Skills
Vendor Management, Process Improvement, Leadership, Strategic Planning, Business Development, Performance Management, Consulting, Contract Negotiation, Professional Services, Project Management, Document Review, Software Development, Management, Document Management, Litigation Support, Coaching, Legal Research, ITIL, Litigation, Program Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
B.S.B, Finance
Dish Network March 2015 - Present
Faegre Baker Daniels LLP March 2012 - January 2015
Morgan, Lewis & Bockius LLP May 2011 - February 2012
Faegre & Benson LLP June 2006 - May 2011
Ameriprise Financial February 2006 - July 2006
Ameriprise Financial January 2003 - February 2006
Ameriprise Financial January 2002 - December 2002
Ameriprise Financial January 1999 - January 2002
Ameriprise Financial Services, Inc. January 1995 - December 1998
Ameriprise Financial Services, Inc. February 1991 - December 1994
Skills
Vendor Management, Process Improvement, Leadership, Strategic Planning, Business Development, Performance Management, Consulting, Contract Negotiation, Professional Services, Project Management, Document Review, Software Development, Management, Document Management, Litigation Support, Coaching, Legal Research, ITIL, Litigation, Program Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
B.S.B, Finance
Dan Grant Dan Grant's Ameriprise Financial Services, Inc. Experience June 2005 - June 2007
Job Business Analyst at Target
Industry Retail
Experience
Target March 2014 - Present
Target February 2012 - March 2014
Target March 2011 - February 2012
Wells Fargo December 2009 - March 2011
U.S. Bank June 2007 - June 2009
Ameriprise Financial Services, Inc. June 2005 - June 2007
Skills
Business Analysis, Data Analysis, Access, Process Improvement, Forecasting, Analytics, Analysis, Microsoft Excel, Visio, Business Intelligence, PowerPoint, SharePoint, VBA, SAS, Inventory Management, Teamwork, Microsoft Office, Cross-functional Team..., Training, Time Management, Project Management, Team Leadership, Management, Business Process..., SQL, Teradata, DB2, Business Process, Data Mining, Data Modeling, Big Data, Databases, Predictive Analytics, Statistical Modeling, Visual Basic, Retail
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
University of St. Thomas 2002 — 2007
Bachelor of Arts (B.A.), Finance, General
University of St. Thomas 2002 — 2007
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Target March 2014 - Present
Target February 2012 - March 2014
Target March 2011 - February 2012
Wells Fargo December 2009 - March 2011
U.S. Bank June 2007 - June 2009
Ameriprise Financial Services, Inc. June 2005 - June 2007
Skills
Business Analysis, Data Analysis, Access, Process Improvement, Forecasting, Analytics, Analysis, Microsoft Excel, Visio, Business Intelligence, PowerPoint, SharePoint, VBA, SAS, Inventory Management, Teamwork, Microsoft Office, Cross-functional Team..., Training, Time Management, Project Management, Team Leadership, Management, Business Process..., SQL, Teradata, DB2, Business Process, Data Mining, Data Modeling, Big Data, Databases, Predictive Analytics, Statistical Modeling, Visual Basic, Retail
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
University of St. Thomas 2002 — 2007
Bachelor of Arts (B.A.), Finance, General
University of St. Thomas 2002 — 2007
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Michelle Milstein's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Marketing Associate in the Marketing Leadership Development Program at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Carlson Brands Enterprise January 2014 - May 2015
Carlson School of Management September 2013 - May 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Datacard Group May 2013 - August 2013
Minnesota State Lottery May 2012 - April 2013
IGM Gymnastics December 2009 - August 2012
space150 September 2010 - February 2011
Skills
MS Word, Self Motivated, Teamwork, Adaptable/Flexible, Project Planning, Communicable/Approachabl..., PowerPoint, Microsoft Excel, Organizational Structure, Analysis, Sales, Leadership/Management, Channel Partner..., Dependable, Organizational, Event Planning, IBIS, Social Media, Brand Development, Strategy, Facebook, Leadership, Microsoft Word, Team Leadership, Positive Discipline, Strategic Thinking, Marketing, Public Speaking, Time Management
Education
University of Minnesota - Carlson School of Management 2011 — 2015
BSB, Marketing and Supply Chain and Operations, Marketing, Supply Chain and Operations
Ameriprise Financial Services, Inc. July 2015 - Present
Carlson Brands Enterprise January 2014 - May 2015
Carlson School of Management September 2013 - May 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Datacard Group May 2013 - August 2013
Minnesota State Lottery May 2012 - April 2013
IGM Gymnastics December 2009 - August 2012
space150 September 2010 - February 2011
Skills
MS Word, Self Motivated, Teamwork, Adaptable/Flexible, Project Planning, Communicable/Approachabl..., PowerPoint, Microsoft Excel, Organizational Structure, Analysis, Sales, Leadership/Management, Channel Partner..., Dependable, Organizational, Event Planning, IBIS, Social Media, Brand Development, Strategy, Facebook, Leadership, Microsoft Word, Team Leadership, Positive Discipline, Strategic Thinking, Marketing, Public Speaking, Time Management
Education
University of Minnesota - Carlson School of Management 2011 — 2015
BSB, Marketing and Supply Chain and Operations, Marketing, Supply Chain and Operations
Brittany Epand Brittany Epand's Ameriprise Financial Services, Inc. Experience August 2012 - June 2013
Job Financial Analyst, ECommerce at Best Buy
Industry Retail
Experience
Best Buy October 2014 - Present
FRWD Co. June 2013 - October 2014
Ameriprise Financial Services, Inc. August 2012 - June 2013
University of Minnesota January 2013 - May 2013
Northwestern Mutual November 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Marketing, Customer Service, Leadership, Social Networking, Microsoft Excel, Marketing Communications, Social Media Marketing, Market Research, Sales, Social Media, Online Marketing, Project Management, Project Planning, Facebook, Time Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance & Marketing
Kennewick High School 2005 — 2009
Best Buy October 2014 - Present
FRWD Co. June 2013 - October 2014
Ameriprise Financial Services, Inc. August 2012 - June 2013
University of Minnesota January 2013 - May 2013
Northwestern Mutual November 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Marketing, Customer Service, Leadership, Social Networking, Microsoft Excel, Marketing Communications, Social Media Marketing, Market Research, Sales, Social Media, Online Marketing, Project Management, Project Planning, Facebook, Time Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance & Marketing
Kennewick High School 2005 — 2009
Aeillyne Mae Yburan Aeillyne Mae Yburan's Ameriprise Financial Services, Inc. Experience April 2010 - July 2010
Job Project Manager
Industry Banking
Experience
Project Consulting Group January 2015 - Present
U.S. Bank May 2012 - January 2015
United Healthcare August 2010 - May 2012
Ameriprise Financial Services, Inc. April 2010 - July 2010
Ameriprise Financial Services, Inc. June 2007 - April 2010
Skills
Process Improvement, Business Process..., Business Process Mapping, Business Analysis, Vendor Management, Project Management, Operational Excellence, Cross-functional Team..., Change Management, Requirements Gathering, Data Analysis, Business Process, Minitab, Requirements Analysis, Metrics, Root Cause Analysis, Six Sigma Black Belt, Six Sigma Master Black..., Microsoft Project and..., Kaizen, Six Sigma
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science in Business, Finance and Supply Chain Management
Project Consulting Group January 2015 - Present
U.S. Bank May 2012 - January 2015
United Healthcare August 2010 - May 2012
Ameriprise Financial Services, Inc. April 2010 - July 2010
Ameriprise Financial Services, Inc. June 2007 - April 2010
Skills
Process Improvement, Business Process..., Business Process Mapping, Business Analysis, Vendor Management, Project Management, Operational Excellence, Cross-functional Team..., Change Management, Requirements Gathering, Data Analysis, Business Process, Minitab, Requirements Analysis, Metrics, Root Cause Analysis, Six Sigma Black Belt, Six Sigma Master Black..., Microsoft Project and..., Kaizen, Six Sigma
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science in Business, Finance and Supply Chain Management
Jason Medin, CFP®, ChFC®, CLU®, CRPC® Jason Medin, CFP®, ChFC®, CLU®, CRPC®'s Ameriprise Financial Services, Inc. Experience 1997 - Present
Job Medin & Associates, a financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Medin & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. April 1997 - Present
Ameriprise Financial Services, Inc. 1997 - Present
Education
University of Minnesota - Carlson School of Management 1992 — 1996
BS, Finance and Economics
University of Minnesota-Twin Cities 1992 — 1996
Medin & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. April 1997 - Present
Ameriprise Financial Services, Inc. 1997 - Present
Education
University of Minnesota - Carlson School of Management 1992 — 1996
BS, Finance and Economics
University of Minnesota-Twin Cities 1992 — 1996
Anthony Niemeier Anthony Niemeier's Ameriprise Financial Services, Inc. Experience May 2007 - August 2011
Job Finance Executive Development Program at Raytheon
Industry Defense & Space
Experience
Raytheon May 2014 - Present
Raytheon June 2013 - May 2014
Lancaster Pollard May 2012 - August 2012
Ameriprise Financial Services, Inc. May 2007 - August 2011
Minnesota Timberwolves October 2005 - March 2006
Skills
Hard Worker, Integrity, Strategic Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Risk Management, Leadership, Data Analysis, Microsoft Excel, Strategic Planning, Business Analysis, Valuation, PowerPoint, Microsoft Office, Market Research, Financial Accounting, Equity Valuation, Business Strategy
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance and Investments
University of Minnesota - Carlson School of Management 2003 — 2007
BS, Business
Raytheon May 2014 - Present
Raytheon June 2013 - May 2014
Lancaster Pollard May 2012 - August 2012
Ameriprise Financial Services, Inc. May 2007 - August 2011
Minnesota Timberwolves October 2005 - March 2006
Skills
Hard Worker, Integrity, Strategic Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Risk Management, Leadership, Data Analysis, Microsoft Excel, Strategic Planning, Business Analysis, Valuation, PowerPoint, Microsoft Office, Market Research, Financial Accounting, Equity Valuation, Business Strategy
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance and Investments
University of Minnesota - Carlson School of Management 2003 — 2007
BS, Business
Carter Leuthold Carter Leuthold's Ameriprise Financial Services, Inc. Experience March 2011 - June 2012
Job IT Management Consultant at Blue Cross and Blue Shield of Minnesota
Industry Management Consulting
Experience
Blue Cross and Blue Shield of Minnesota April 2013 - Present
Best Buy June 2012 - April 2013
Ameriprise Financial Services, Inc. March 2011 - June 2012
UHG-Ovations October 2010 - March 2011
Ameriprise Financial September 2009 - November 2010
Compellent Technologies 2010 - 2010
Hudson Financial Solutions 2006 - 2008
Nash Finch Company 2005 - 2005
United Health Group 2004 - 2004
SUPERVALU 2003 - 2003
Skills
Hyperion Enterprise, Process Improvement, Sarbanes-Oxley, Business Analysis, Sarbanes-Oxley Act, Mergers, PeopleSoft, Financial Modeling, ERP, Financial Services, Financial Analysis, Change Management, Forecasting, Leadership, Accounting, Risk Management, Internal Audit, Analysis, Management Consulting, Strategic Planning, ITIL v3 Foundations..., Management, Mergers & Acquisitions, Vendor Management, Program Management, IT Strategy, IT Management, Finance, Project Management, Business Process..., SDLC, Consulting
Education
National American University 2006 — 2007
BS
National American University 2006 — 2007
BS
University of Minnesota - Carlson School of Management
In Progress
Blue Cross and Blue Shield of Minnesota April 2013 - Present
Best Buy June 2012 - April 2013
Ameriprise Financial Services, Inc. March 2011 - June 2012
UHG-Ovations October 2010 - March 2011
Ameriprise Financial September 2009 - November 2010
Compellent Technologies 2010 - 2010
Hudson Financial Solutions 2006 - 2008
Nash Finch Company 2005 - 2005
United Health Group 2004 - 2004
SUPERVALU 2003 - 2003
Skills
Hyperion Enterprise, Process Improvement, Sarbanes-Oxley, Business Analysis, Sarbanes-Oxley Act, Mergers, PeopleSoft, Financial Modeling, ERP, Financial Services, Financial Analysis, Change Management, Forecasting, Leadership, Accounting, Risk Management, Internal Audit, Analysis, Management Consulting, Strategic Planning, ITIL v3 Foundations..., Management, Mergers & Acquisitions, Vendor Management, Program Management, IT Strategy, IT Management, Finance, Project Management, Business Process..., SDLC, Consulting
Education
National American University 2006 — 2007
BS
National American University 2006 — 2007
BS
University of Minnesota - Carlson School of Management
In Progress
Isaac Wales, CFP®, CRPC® Isaac Wales, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 1999 - Present
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1999 - Present
North Star Resource Group June 1998 - August 1998
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance & Insurance/Risk Management
Ameriprise Financial Services, Inc. August 1999 - Present
North Star Resource Group June 1998 - August 1998
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance & Insurance/Risk Management
David Hayashi David Hayashi's Ameriprise Financial Services, Inc. Experience June 1989 - December 2013
Job Director Northwest Region Operations at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1989 - December 2013
Skills
Finance, Financial Analysis, Relationship Management, Financial Goals, Human Resources, Financial Services, Management, Business Process..., Change Management, Business Planning, Financial Reporting, Accounting, Financial Modeling, Strategy, Business Analysis, Investments, Mutual Funds, Retirement, Series 7, Retirement Planning, Strategic Financial..., Financial Planning
Education
University of Minnesota - Carlson School of Management 1988 — 1991
BSB, Accounting
Ameriprise Financial Services, Inc. June 1989 - December 2013
Skills
Finance, Financial Analysis, Relationship Management, Financial Goals, Human Resources, Financial Services, Management, Business Process..., Change Management, Business Planning, Financial Reporting, Accounting, Financial Modeling, Strategy, Business Analysis, Investments, Mutual Funds, Retirement, Series 7, Retirement Planning, Strategic Financial..., Financial Planning
Education
University of Minnesota - Carlson School of Management 1988 — 1991
BSB, Accounting
Brian Merkel Brian Merkel's Ameriprise Financial Services, Inc. Experience August 2010 - June 2011
Job Consultant, Business Process Engineer at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial July 2015 - Present
Allianz Life January 2012 - July 2015
Cargill June 2011 - January 2012
Ameriprise Financial Services, Inc. August 2010 - June 2011
Ameriprise Financial June 2006 - July 2010
U of M Housing January 2004 - May 2006
Skills
Business Process..., Change Management, Business Transformation, Business Process..., Continuous Improvement, Strategy, Six Sigma, Leadership, Data Analysis, Project Management, Business Process, Insurance, Business Intelligence, Process Improvement, Training, Analysis, Cross-functional Team..., Business Analysis, Budgets, Product Development, Vendor Management
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB
Thrivent Financial July 2015 - Present
Allianz Life January 2012 - July 2015
Cargill June 2011 - January 2012
Ameriprise Financial Services, Inc. August 2010 - June 2011
Ameriprise Financial June 2006 - July 2010
U of M Housing January 2004 - May 2006
Skills
Business Process..., Change Management, Business Transformation, Business Process..., Continuous Improvement, Strategy, Six Sigma, Leadership, Data Analysis, Project Management, Business Process, Insurance, Business Intelligence, Process Improvement, Training, Analysis, Cross-functional Team..., Business Analysis, Budgets, Product Development, Vendor Management
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
BSB
Jordan Berg Jordan Berg's Ameriprise Financial Services, Inc. Experience October 2011 - June 2012
Job Fund Accountant at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management June 2013 - Present
Pine River Capital Management December 2012 - June 2013
Columbia Management June 2012 - August 2012
Ameriprise Financial Services, Inc. October 2011 - June 2012
The Insurance Shop MN November 2010 - October 2011
Skills
Financial Analysis, Financial Modeling, Accounting, PowerPoint, Finance, Financial Reporting, Leadership
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelors of Science in Business, Finance, Accounting
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science in Business, Finance, Accounting
Pine River Capital Management June 2013 - Present
Pine River Capital Management December 2012 - June 2013
Columbia Management June 2012 - August 2012
Ameriprise Financial Services, Inc. October 2011 - June 2012
The Insurance Shop MN November 2010 - October 2011
Skills
Financial Analysis, Financial Modeling, Accounting, PowerPoint, Finance, Financial Reporting, Leadership
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelors of Science in Business, Finance, Accounting
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science in Business, Finance, Accounting
April (Yihui) Chen April (Yihui) Chen's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Technology Intern at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - August 2015
Carlson School of Management September 2014 - November 2014
First Children's Finance May 2014 - August 2014
Shanghai Stock Exchange July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Teamwork, Data Analysis, Time Management, Financial Analysis, Research, Communication, Access, Financial Modeling, Analysis, Leadership, Python, Visual Basic, SharePoint, Business Analysis, Microsoft SQL Server
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance; Management Information Systems
Ameriprise Financial Services, Inc. June 2015 - August 2015
Carlson School of Management September 2014 - November 2014
First Children's Finance May 2014 - August 2014
Shanghai Stock Exchange July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Teamwork, Data Analysis, Time Management, Financial Analysis, Research, Communication, Access, Financial Modeling, Analysis, Leadership, Python, Visual Basic, SharePoint, Business Analysis, Microsoft SQL Server
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance; Management Information Systems
Corrina Boehm Corrina Boehm's Ameriprise Financial Services, Inc. Experience March 2006 - May 2007
Job Marketing Communications Specialist and Implementation Coordinator
Industry Insurance
Experience
Ochs, Inc. December 2012 - Present
Ochs, Inc. June 2008 - December 2012
Wachovia, A Wells Fargo Company May 2007 - June 2008
Ameriprise Financial Services, Inc. March 2006 - May 2007
American Express August 2004 - March 2006
Skills
Client Services, Life Insurance, Employee Benefits, Brokers, Maintaining Strong..., Disability Insurance, New Business..., Group Insurance, Marketing Communications, Brand Management, Legal Contract Review, PowerPoint, Microsoft Publisher, Project Management, CRM
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Business with a Marketing Emphasis
Ochs, Inc. December 2012 - Present
Ochs, Inc. June 2008 - December 2012
Wachovia, A Wells Fargo Company May 2007 - June 2008
Ameriprise Financial Services, Inc. March 2006 - May 2007
American Express August 2004 - March 2006
Skills
Client Services, Life Insurance, Employee Benefits, Brokers, Maintaining Strong..., Disability Insurance, New Business..., Group Insurance, Marketing Communications, Brand Management, Legal Contract Review, PowerPoint, Microsoft Publisher, Project Management, CRM
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Business with a Marketing Emphasis
Mike Sabbann Mike Sabbann's Ameriprise Financial Services, Inc. Experience December 2004 - Present
Job CFA, Director, Investment Research in Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2004 - Present
Ameriprise Financial 2002 - 2003
YanShan University 2001 - 2002
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Investments, Series 63, Alternative Investments, Securities, Financial Advisory, Investment Strategies, Asset Managment, Equities
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance
University of Minnesota Duluth 1977 — 1979
BA, Chemistry
Ameriprise Financial Services, Inc. December 2004 - Present
Ameriprise Financial 2002 - 2003
YanShan University 2001 - 2002
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Investments, Series 63, Alternative Investments, Securities, Financial Advisory, Investment Strategies, Asset Managment, Equities
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance
University of Minnesota Duluth 1977 — 1979
BA, Chemistry
Abdillahi Mohamud Abdillahi Mohamud's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Analyst Fulfillment Implemention at SPS Commerce
Industry Financial Services
Experience
SPS Commerce June 2015 - Present
Minnesota Logistics, LLC September 2014 - Present
Minneapolis Parks and Recreation Board May 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - August 2014
Vector Marketing December 2013 - February 2014
Skills
Data Analysis, Statistics, Customer Service, Mathematical Modeling, Social Services, Oracle Applications, Strategic Consulting, Microsoft Office, Lean Simulation, Six Sigma, Reporting & Analysis, Economics, Corporate Communications, Business Planning, Teamwork, Interpreting, Foreign Languages, International..., Marketing
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Minor in Business Management, 3.7
University of Minnesota-Twin Cities 2011 — 2015
Bachelors, Economics/Statistics, 3.8 GPA
SPS Commerce June 2015 - Present
Minnesota Logistics, LLC September 2014 - Present
Minneapolis Parks and Recreation Board May 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - August 2014
Vector Marketing December 2013 - February 2014
Skills
Data Analysis, Statistics, Customer Service, Mathematical Modeling, Social Services, Oracle Applications, Strategic Consulting, Microsoft Office, Lean Simulation, Six Sigma, Reporting & Analysis, Economics, Corporate Communications, Business Planning, Teamwork, Interpreting, Foreign Languages, International..., Marketing
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Minor in Business Management, 3.7
University of Minnesota-Twin Cities 2011 — 2015
Bachelors, Economics/Statistics, 3.8 GPA
Joshua Kelley's Ameriprise Financial Services, Inc. Experience May 2015 - August 2015
Job Senior Marketing Student at the Carlson School of Management
Industry Marketing and Advertising
Experience
Evans Scholars - Minnesota Chapter January 2015 - Present
The Navigators at the UofM September 2013 - Present
Delta Gamma Sorority - UMN Chapter September 2012 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
Northland Country Club May 2008 - August 2015
Bann Business Solutions December 2014 - May 2015
Northland Country Club January 2013 - September 2014
Northland Country Club August 2010 - September 2014
Skills
Public Speaking, Microsoft Word, Management, Marketing, Customer Service, PowerPoint, Caddie Management, Stringcan CRM, Newsletters, Linkedin Marketing, Creativity Skills, Creative Writing, Process Improvement, Golf Management, Social Networking, Golf, Grammar
Education
University of Minnesota - Carlson School of Management 2013 — 2016
BSB - Bachelor of Science in Business, Marketing (Communications Minor), 3.364
Duluth East High School 2008 — 2012
H.S. Diploma, 3.99 GPA
Evans Scholars - Minnesota Chapter January 2015 - Present
The Navigators at the UofM September 2013 - Present
Delta Gamma Sorority - UMN Chapter September 2012 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
Northland Country Club May 2008 - August 2015
Bann Business Solutions December 2014 - May 2015
Northland Country Club January 2013 - September 2014
Northland Country Club August 2010 - September 2014
Skills
Public Speaking, Microsoft Word, Management, Marketing, Customer Service, PowerPoint, Caddie Management, Stringcan CRM, Newsletters, Linkedin Marketing, Creativity Skills, Creative Writing, Process Improvement, Golf Management, Social Networking, Golf, Grammar
Education
University of Minnesota - Carlson School of Management 2013 — 2016
BSB - Bachelor of Science in Business, Marketing (Communications Minor), 3.364
Duluth East High School 2008 — 2012
H.S. Diploma, 3.99 GPA
Cliff Janney Cliff Janney's Ameriprise Financial Services, Inc. Experience March 2014 - March 2015
Job Agent at Lincoln Heritage
Industry Insurance
Experience
Lincoln Heritage July 2015 - Present
American Senior Benefits May 2015 - July 2015
Ameriprise Financial Services, Inc. March 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - April 2014
CALM Clinic October 2009 - April 2014
New Windows for America MN March 2010 - January 2013
Wells Fargo November 2010 - April 2011
Payroll Post May 2009 - March 2010
Piper Jaffray/UBS/Feltl 2004 - 2009
Dougherty Financial September 2001 - September 2004
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Accounting
Lincoln Heritage July 2015 - Present
American Senior Benefits May 2015 - July 2015
Ameriprise Financial Services, Inc. March 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - April 2014
CALM Clinic October 2009 - April 2014
New Windows for America MN March 2010 - January 2013
Wells Fargo November 2010 - April 2011
Payroll Post May 2009 - March 2010
Piper Jaffray/UBS/Feltl 2004 - 2009
Dougherty Financial September 2001 - September 2004
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Accounting
Kyle Heath, CPA Kyle Heath, CPA's Ameriprise Financial Services, Inc. Experience January 2007 - June 2008
Job Controller at AgMotion, Inc.
Industry Accounting
Experience
AgMotion, Inc. December 2014 - Present
Green Tree Servicing September 2014 - November 2014
Corval Group, Inc. August 2013 - August 2014
UnitedHealth Group November 2011 - August 2013
Simma Flottemesch & Orenstein August 2008 - November 2011
Ameriprise Financial Services, Inc. January 2007 - June 2008
Skills
Accounting, Auditing, Tax, CPA, Financial Reporting, Financial Analysis, Financial Accounting, Strategic Financial..., QuickBooks, Account Reconciliation, Income Tax, Cash Flow, Internal Controls, Tax Preparation, General Ledger, Internal Audit, Accounts Payable, Accounts Receivable, Bookkeeping, Finance, Financial Planning
Education
University of Minnesota - Carlson School of Management 2003 — 2008
Bachelor's of Science in Business, Majors - Finance, Accounting, Management Information Systems
AgMotion, Inc. December 2014 - Present
Green Tree Servicing September 2014 - November 2014
Corval Group, Inc. August 2013 - August 2014
UnitedHealth Group November 2011 - August 2013
Simma Flottemesch & Orenstein August 2008 - November 2011
Ameriprise Financial Services, Inc. January 2007 - June 2008
Skills
Accounting, Auditing, Tax, CPA, Financial Reporting, Financial Analysis, Financial Accounting, Strategic Financial..., QuickBooks, Account Reconciliation, Income Tax, Cash Flow, Internal Controls, Tax Preparation, General Ledger, Internal Audit, Accounts Payable, Accounts Receivable, Bookkeeping, Finance, Financial Planning
Education
University of Minnesota - Carlson School of Management 2003 — 2008
Bachelor's of Science in Business, Majors - Finance, Accounting, Management Information Systems
John Vanderpoel John Vanderpoel's Ameriprise Financial Services, Inc. Experience March 2010 - Present
Job Director Field Office Inspections and Policy at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2010 - Present
Ameriprise Financial Services, Inc. 2006 - Present
Ameriprise Financial Services, Inc. 1987 - 2006
Skills
Retirement Planning, Saving for Education, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Series 63, Securities, Retirement, Employee Stock Options, Investment Advisory, Asset Managment, Portfolio Management, FINRA, Fixed Annuities, Equities, Protection...
Education
University of Minnesota - Carlson School of Management 1981 — 1985
Bachelor of Science (BS), Marketing and Economics
University of St. Thomas
N/A, Post Graduate work
Ameriprise Financial Services, Inc. March 2010 - Present
Ameriprise Financial Services, Inc. 2006 - Present
Ameriprise Financial Services, Inc. 1987 - 2006
Skills
Retirement Planning, Saving for Education, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Series 63, Securities, Retirement, Employee Stock Options, Investment Advisory, Asset Managment, Portfolio Management, FINRA, Fixed Annuities, Equities, Protection...
Education
University of Minnesota - Carlson School of Management 1981 — 1985
Bachelor of Science (BS), Marketing and Economics
University of St. Thomas
N/A, Post Graduate work
Michelle Gans, CFA, CIMA, CRPC Michelle Gans, CFA, CIMA, CRPC's Ameriprise Financial Services, Inc. Experience May 1997 - May 1998
Job Director, Investment Management Consultant PacNW OR, WA, AK at BlackRock
Industry Financial Services
Experience
BlackRock December 2014 - Present
BlackRock September 2009 - Present
OppenheimerFunds January 2007 - August 2009
Mellows & Gans Investment Consultants Inc. July 2003 - May 2005
OppenheimerFunds January 2002 - December 2002
OppenheimerFunds January 2001 - December 2001
OppenheimerFunds June 1998 - December 2000
Ameriprise Financial Services, Inc. May 1997 - May 1998
Ameriprise Financial Services, Inc. April 1995 - April 1997
Ameriprise Financial Services, Inc. January 1994 - March 1995
Skills
Equities, Retirement Planning, Series 7, Fixed Income, Investments, Portfolio Management, Mutual Funds, Financial Services, Retirement, Asset Allocation, Wealth Management, Alternative Investments, Asset Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
Bachelor of Science, Finance & Marketing
BlackRock December 2014 - Present
BlackRock September 2009 - Present
OppenheimerFunds January 2007 - August 2009
Mellows & Gans Investment Consultants Inc. July 2003 - May 2005
OppenheimerFunds January 2002 - December 2002
OppenheimerFunds January 2001 - December 2001
OppenheimerFunds June 1998 - December 2000
Ameriprise Financial Services, Inc. May 1997 - May 1998
Ameriprise Financial Services, Inc. April 1995 - April 1997
Ameriprise Financial Services, Inc. January 1994 - March 1995
Skills
Equities, Retirement Planning, Series 7, Fixed Income, Investments, Portfolio Management, Mutual Funds, Financial Services, Retirement, Asset Allocation, Wealth Management, Alternative Investments, Asset Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
Bachelor of Science, Finance & Marketing
Jessica Bubb Jessica Bubb's Ameriprise Financial Services, Inc. Experience May 2015 - September 2015
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Best Buy September 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - September 2015
U.S. Bank December 2013 - May 2015
Xtended Camera Support Inc 2005 - 2013
Skills
Microsoft Applications, SQL, LaTeX, Analysis, Financial Audits, Superior written &..., Economic Modeling, Accounts Payable, Outstanding..., Highly detail oriented, Organization, Data Analysis, Analytical Skills, Finance
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), International Business
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Arts (B.A.), Economics
Best Buy September 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - September 2015
U.S. Bank December 2013 - May 2015
Xtended Camera Support Inc 2005 - 2013
Skills
Microsoft Applications, SQL, LaTeX, Analysis, Financial Audits, Superior written &..., Economic Modeling, Accounts Payable, Outstanding..., Highly detail oriented, Organization, Data Analysis, Analytical Skills, Finance
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), International Business
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Arts (B.A.), Economics
Bradley Bretl Bradley Bretl's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Senior Auditor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - August 2014
Ameriprise Financial Services, Inc. July 2011 - February 2013
Haldeman-Homme Inc March 2009 - September 2010
Ameriprise Financial August 2010 - August 2010
United Health Group 2009 - 2009
YMCA May 2004 - August 2007
Barefoot International 2003 - 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint, Access, Outlook, Business Objects, Essbase, Presentations, Professional Writing, Marketing Strategy, Strategy, Time Management, Customer Service
Education
University of St. Thomas 2014 — 2018
Master of Business Administration (M.B.A.), Finance, General
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Entre. Management and Finance
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - August 2014
Ameriprise Financial Services, Inc. July 2011 - February 2013
Haldeman-Homme Inc March 2009 - September 2010
Ameriprise Financial August 2010 - August 2010
United Health Group 2009 - 2009
YMCA May 2004 - August 2007
Barefoot International 2003 - 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint, Access, Outlook, Business Objects, Essbase, Presentations, Professional Writing, Marketing Strategy, Strategy, Time Management, Customer Service
Education
University of St. Thomas 2014 — 2018
Master of Business Administration (M.B.A.), Finance, General
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Entre. Management and Finance
Eric Knutson's Ameriprise Financial Services, Inc. Experience March 2011 - July 2011
Job Seasoned Business Analyst, Business Systems Analyst, Project Manager
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. March 2011 - July 2011
Ameriprise Financial Services, Inc. June 2010 - January 2011
Express Scripts August 2009 - October 2009
Deluxe Corporation August 2007 - January 2009
Fairview Health Services September 2006 - March 2007
Target June 2006 - August 2006
Target December 2005 - March 2006
Velocity Express February 2003 - April 2005
American Express Financial Advisors January 1998 - June 2002
Skills
SDLC, Data Modeling, Business Requirements, Enterprise Architecture, Databases, User Acceptance Testing, Web Applications, Leadership
Education
University of Minnesota - Carlson School of Management 1993 — 1998
Bachelor of Science, Business
Ameriprise Financial Services, Inc. March 2011 - July 2011
Ameriprise Financial Services, Inc. June 2010 - January 2011
Express Scripts August 2009 - October 2009
Deluxe Corporation August 2007 - January 2009
Fairview Health Services September 2006 - March 2007
Target June 2006 - August 2006
Target December 2005 - March 2006
Velocity Express February 2003 - April 2005
American Express Financial Advisors January 1998 - June 2002
Skills
SDLC, Data Modeling, Business Requirements, Enterprise Architecture, Databases, User Acceptance Testing, Web Applications, Leadership
Education
University of Minnesota - Carlson School of Management 1993 — 1998
Bachelor of Science, Business
Joey Loeffler's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Marketing Research Manager at Ameriprise Financial
Industry Market Research
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Maritz Research February 2005 - April 2011
BI November 2001 - February 2005
BI September 1997 - November 2001
Skills
Analysis, Market Research, Marketing Research, Marketing Strategy, Project Management, Survey Design, Research, Data Analysis, Cross-functional Team..., Qualitative Research, Time Management, Analytics, Strategic Planning, Strategy, Management, Leadership, Customer Insight, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, Marketing
University of Minnesota-Twin Cities 1989 — 1994
BSB, Marketing
Ameriprise Financial Services, Inc. May 2011 - Present
Maritz Research February 2005 - April 2011
BI November 2001 - February 2005
BI September 1997 - November 2001
Skills
Analysis, Market Research, Marketing Research, Marketing Strategy, Project Management, Survey Design, Research, Data Analysis, Cross-functional Team..., Qualitative Research, Time Management, Analytics, Strategic Planning, Strategy, Management, Leadership, Customer Insight, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, Marketing
University of Minnesota-Twin Cities 1989 — 1994
BSB, Marketing
Brian M. Miller's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job VP, Technology Audit at Ameriprise Financial
Industry Retail
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Target February 2012 - February 2015
KPMG May 2004 - January 2012
UnitedHealth Group 2006 - 2007
C.H. Robinson 2002 - 2004
ADC Telecommunications January 2001 - March 2002
Skills
IT Audit, Sarbanes-Oxley Act, SAS70, Enterprise Risk..., Governance, Risk Assessment, Internal Audit, Risk Management, Information Technology, Business Process, IT Strategy, Process Improvement, Project Management, Business Analysis, Business Intelligence, Management Consulting, Information Security, Cyber-security, Vendor Management, Data Management
Education
University of Minnesota - Carlson School of Management
BSB, Finance and MIS
Ameriprise Financial Services, Inc. March 2015 - Present
Target February 2012 - February 2015
KPMG May 2004 - January 2012
UnitedHealth Group 2006 - 2007
C.H. Robinson 2002 - 2004
ADC Telecommunications January 2001 - March 2002
Skills
IT Audit, Sarbanes-Oxley Act, SAS70, Enterprise Risk..., Governance, Risk Assessment, Internal Audit, Risk Management, Information Technology, Business Process, IT Strategy, Process Improvement, Project Management, Business Analysis, Business Intelligence, Management Consulting, Information Security, Cyber-security, Vendor Management, Data Management
Education
University of Minnesota - Carlson School of Management
BSB, Finance and MIS
Lisa Adzick's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Sr. Director at Columbia Threadneedle Investments
Industry Management Consulting
Experience
Columbia Threadneedle Investments, US August 2012 - Present
Ameriprise June 2007 - Present
West Metro Miracle League Non-Profit January 2006 - May 2014
Ameriprise Financial Services, Inc. 2006 - 2007
Park Nicollet Health Services January 2006 - June 2006
Capgemini / Ernst & Young 1992 - 2005
Ernst & Young 1992 - 2001
Honeywell 1983 - 1992
St. Mary's Hosptial 1980 - 1982
Skills
Process Engineering, Program Management, Management Consulting, PMP, Team Leadership, Change Management, Account Executives, Project Portfolio..., Project Management, Non-profits, Strategic Planning, Strategic Communications, Marketing Strategy, Business Strategy, MBA, Event Management, Knowledge Management, Global Alliances, Strategic Alliances, Business Relationship..., Start-ups, Consulting, Business Process, Strategy, Budgets, Leadership, Management, Business Development
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Strategic Marketing
University of Wisconsin-Madison 1978 — 1982
BS, Industrial Engineering
Columbia Threadneedle Investments, US August 2012 - Present
Ameriprise June 2007 - Present
West Metro Miracle League Non-Profit January 2006 - May 2014
Ameriprise Financial Services, Inc. 2006 - 2007
Park Nicollet Health Services January 2006 - June 2006
Capgemini / Ernst & Young 1992 - 2005
Ernst & Young 1992 - 2001
Honeywell 1983 - 1992
St. Mary's Hosptial 1980 - 1982
Skills
Process Engineering, Program Management, Management Consulting, PMP, Team Leadership, Change Management, Account Executives, Project Portfolio..., Project Management, Non-profits, Strategic Planning, Strategic Communications, Marketing Strategy, Business Strategy, MBA, Event Management, Knowledge Management, Global Alliances, Strategic Alliances, Business Relationship..., Start-ups, Consulting, Business Process, Strategy, Budgets, Leadership, Management, Business Development
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Strategic Marketing
University of Wisconsin-Madison 1978 — 1982
BS, Industrial Engineering
Brock Harmon's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Services Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
BJHarmon, Inc. June 2010 - Present
Thank God for Kids Fundraising 1995 - Present
Digi-Key Corporation 2010 - June 2014
Weatherly Consulting, Inc. 2002 - June 2010
Ameriprise Financial 1994 - 2010
PwC Consulting 1994 - 2002
St. Paul Companies 1992 - 1994
St. Paul Companies 1987 - 1992
Control Data Corporation 1984 - 1987
Skills
Business Analysis, Project Planning, Analysis, Software Development, Requirements Analysis, Project Management, Business Requirements, Requirements Gathering, Business Process Design, Business Process..., SDLC, Management
Education
University of Minnesota - Carlson School of Management 1981 — 1983
MBA, Finance and MIS
University of Minnesota-Twin Cities 1976 — 1981
Bachelors of Computer Science, Computer Science and Business
Ameriprise Financial Services, Inc. June 2014 - Present
BJHarmon, Inc. June 2010 - Present
Thank God for Kids Fundraising 1995 - Present
Digi-Key Corporation 2010 - June 2014
Weatherly Consulting, Inc. 2002 - June 2010
Ameriprise Financial 1994 - 2010
PwC Consulting 1994 - 2002
St. Paul Companies 1992 - 1994
St. Paul Companies 1987 - 1992
Control Data Corporation 1984 - 1987
Skills
Business Analysis, Project Planning, Analysis, Software Development, Requirements Analysis, Project Management, Business Requirements, Requirements Gathering, Business Process Design, Business Process..., SDLC, Management
Education
University of Minnesota - Carlson School of Management 1981 — 1983
MBA, Finance and MIS
University of Minnesota-Twin Cities 1976 — 1981
Bachelors of Computer Science, Computer Science and Business
Deepa Roongta's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Vice President of Finance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2012
Ameriprise Financial September 2007 - February 2010
GMAC ResCap October 2005 - September 2007
Ceridian July 2003 - October 2005
Ceridian December 1999 - July 2003
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Finance, Forecasting, Investments, Managerial Finance, Essbase, Sarbanes-Oxley Act, Process Improvement, Variance Analysis, Risk Management, Corporate Finance, Accounting, Microsoft Excel, Financial Services
Education
University of St. Thomas
Accounting Certificate, Accounting
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, FInance
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2012
Ameriprise Financial September 2007 - February 2010
GMAC ResCap October 2005 - September 2007
Ceridian July 2003 - October 2005
Ceridian December 1999 - July 2003
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Finance, Forecasting, Investments, Managerial Finance, Essbase, Sarbanes-Oxley Act, Process Improvement, Variance Analysis, Risk Management, Corporate Finance, Accounting, Microsoft Excel, Financial Services
Education
University of St. Thomas
Accounting Certificate, Accounting
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, FInance
Jenna Prchal's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job at
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Prchal's Originals July 2012 - Present
Ameriprise Financial June 2010 - August 2012
Wells Fargo March 2004 - June 2010
Skills
Series 7, Financial Services, FINRA, Process Improvement, Risk Management
Education
University of Minnesota - Carlson School of Management 2003 — 2012
Bachelor of Science In Business, Finance and Financial Management Services
New Prague High School 1998 — 2002
Diploma
Ameriprise Financial Services, Inc. August 2012 - Present
Prchal's Originals July 2012 - Present
Ameriprise Financial June 2010 - August 2012
Wells Fargo March 2004 - June 2010
Skills
Series 7, Financial Services, FINRA, Process Improvement, Risk Management
Education
University of Minnesota - Carlson School of Management 2003 — 2012
Bachelor of Science In Business, Finance and Financial Management Services
New Prague High School 1998 — 2002
Diploma
Julie Eidem's Ameriprise Financial Services, Inc. Experience July 2011 - May 2012
Job Program Manager at Optum Behavioral Health
Industry Management Consulting
Experience
Optum Behavioral Health August 2014 - Present
Eidem Consulting February 2000 - Present
Target May 2012 - August 2014
Ameriprise Financial Services, Inc. July 2011 - May 2012
Optum Health September 2010 - June 2011
Hallmark Insights March 2010 - September 2010
Allianz Life September 2008 - January 2010
The Lacek Group 2008 - 2008
Aquent Marketing Staffing 1998 - 2000
Ameriprise Financial 1985 - 1998
Skills
PMO, Vendor Management, PMP, SDLC, Project Management, Process Improvement, Project Planning, Strategic Planning, Requirements Gathering, Business Analysis, Business Process..., Project Portfolio..., Program Management, Leadership, Resource Management, IT Management, Information Technology, Management, Business Requirements, Software Documentation, Requirements Analysis, Analysis, Business Process, Cross-functional Team..., ERP, Team Leadership, IT Strategy, MS Project, Integration, Visio, Business Intelligence, SharePoint, Software Project..., Governance, Project Delivery, Enterprise Software, Risk Management, Change Management, Enterprise Architecture, Outsourcing, Agile Project Management, Budgets, ITIL
Education
University of Minnesota-Twin Cities 1987 — 1989
MBA, Marketing Concentration
University of Minnesota - Carlson School of Management 1978 — 1981
BS, Accounting
Optum Behavioral Health August 2014 - Present
Eidem Consulting February 2000 - Present
Target May 2012 - August 2014
Ameriprise Financial Services, Inc. July 2011 - May 2012
Optum Health September 2010 - June 2011
Hallmark Insights March 2010 - September 2010
Allianz Life September 2008 - January 2010
The Lacek Group 2008 - 2008
Aquent Marketing Staffing 1998 - 2000
Ameriprise Financial 1985 - 1998
Skills
PMO, Vendor Management, PMP, SDLC, Project Management, Process Improvement, Project Planning, Strategic Planning, Requirements Gathering, Business Analysis, Business Process..., Project Portfolio..., Program Management, Leadership, Resource Management, IT Management, Information Technology, Management, Business Requirements, Software Documentation, Requirements Analysis, Analysis, Business Process, Cross-functional Team..., ERP, Team Leadership, IT Strategy, MS Project, Integration, Visio, Business Intelligence, SharePoint, Software Project..., Governance, Project Delivery, Enterprise Software, Risk Management, Change Management, Enterprise Architecture, Outsourcing, Agile Project Management, Budgets, ITIL
Education
University of Minnesota-Twin Cities 1987 — 1989
MBA, Marketing Concentration
University of Minnesota - Carlson School of Management 1978 — 1981
BS, Accounting
Christopher Blake - CISM & CISSP's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Director Cyber Security Services at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Best Buy November 2011 - May 2014
Carlson Wagonlit Travel September 2010 - November 2011
Carlson Companies November 2008 - September 2010
General Mills September 2002 - November 2008
Diageo / Pillsbury 1998 - 2002
Piper Jaffray 1996 - 1998
Osmonics (GE) 1994 - 1995
Skills
Security, Risk Management, Disaster Recovery, Information Security, Leadership, Management, CISSP, Vendor Management, SCCM, Process Improvement, Computer Security, IT Management, Enterprise Software, Project Management, Enterprise Architecture, Networking, ITIL, IT Operations, Business Process..., SDLC, Change Management, IT Strategy, Data Center, Integration, IT Service Management, Cloud Computing, Network Security, SharePoint, Information Technology, Governance, Cross-functional Team..., Active Directory, VMware, Virtualization, Business Continuity, System Deployment, Visio, PCI DSS, Security Management
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Masters of Science, Management of Technology, Magna Cum Laude
Ameriprise Financial Services, Inc. June 2014 - Present
Best Buy November 2011 - May 2014
Carlson Wagonlit Travel September 2010 - November 2011
Carlson Companies November 2008 - September 2010
General Mills September 2002 - November 2008
Diageo / Pillsbury 1998 - 2002
Piper Jaffray 1996 - 1998
Osmonics (GE) 1994 - 1995
Skills
Security, Risk Management, Disaster Recovery, Information Security, Leadership, Management, CISSP, Vendor Management, SCCM, Process Improvement, Computer Security, IT Management, Enterprise Software, Project Management, Enterprise Architecture, Networking, ITIL, IT Operations, Business Process..., SDLC, Change Management, IT Strategy, Data Center, Integration, IT Service Management, Cloud Computing, Network Security, SharePoint, Information Technology, Governance, Cross-functional Team..., Active Directory, VMware, Virtualization, Business Continuity, System Deployment, Visio, PCI DSS, Security Management
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Masters of Science, Management of Technology, Magna Cum Laude
Danielle Wentzel's Ameriprise Financial Services, Inc. Experience August 2002 - July 2007
Job Manager Senior Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2007 - March 2008
Ameriprise Financial Services, Inc. August 2002 - July 2007
KPMG Peat Marwick June 1997 - August 2002
Skills
Financial Analysis, Training, Management
Education
University of Minnesota - Carlson School of Management
Ameriprise Financial June 2007 - March 2008
Ameriprise Financial Services, Inc. August 2002 - July 2007
KPMG Peat Marwick June 1997 - August 2002
Skills
Financial Analysis, Training, Management
Education
University of Minnesota - Carlson School of Management
Mark Gust's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Technology Project Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Booz Allen Hamilton June 2007 - December 2014
Capella University 2005 - 2007
Skills
IT Strategy, Enterprise Architecture, Program Management, Consulting, Cloud Computing, Team Leadership, Business Development, Strategy, Project Management, Management Consulting, Business Process..., Business Analysis, Management, Process Improvement
Education
University of Minnesota - Carlson School of Management 2004 — 2006
Ameriprise Financial Services, Inc. December 2014 - Present
Booz Allen Hamilton June 2007 - December 2014
Capella University 2005 - 2007
Skills
IT Strategy, Enterprise Architecture, Program Management, Consulting, Cloud Computing, Team Leadership, Business Development, Strategy, Project Management, Management Consulting, Business Process..., Business Analysis, Management, Process Improvement
Education
University of Minnesota - Carlson School of Management 2004 — 2006
Padraic Corey's Ameriprise Financial Services, Inc. Experience November 2014 - April 2015
Job Business System Analyst at Cetera Financial Group
Industry Computer Software
Experience
Cetera Financial Group June 2015 - Present
Sagefire (formerly SEH Technology Solutions) November 2004 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
SEH August 2014 - November 2014
Galil Medical June 2014 - August 2014
Ameriprise Financial Services, Inc. (Columbia Management) 2013 - 2014
Digi-Key Electronics 2008 - 2014
Ameriprise 2007 - 2008
US Bank 2005 - 2007
ProcessPro September 1999 - October 2004
Skills
Project Management, Visio, Vendor Management, Management, Process Improvement, Program Management, Business Analysis, Business Intelligence, CRM, SDLC, Leadership, Databases, Contract Negotiation, Strategic Planning, Recruiting, Integration, Software Documentation, Team Leadership, Cross-functional Team..., Business Process, Analysis, Business Process..., SharePoint, MS Project, Project Planning, Requirements Analysis, Team Building, Software Project..., Process Engineering, Access, Data Analysis, Business Development, Risk Management, Project Portfolio..., Business Strategy, IT Strategy, Agile Methodologies, Analytics, Requirements Gathering, Business Requirements, IT Management, Consulting, ERP, Strategy, Business Process Design, SQL, Project Delivery, Data Warehousing, Content Management, Financial Services
Education
University of Minnesota - Carlson School of Management
Cetera Financial Group June 2015 - Present
Sagefire (formerly SEH Technology Solutions) November 2004 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
SEH August 2014 - November 2014
Galil Medical June 2014 - August 2014
Ameriprise Financial Services, Inc. (Columbia Management) 2013 - 2014
Digi-Key Electronics 2008 - 2014
Ameriprise 2007 - 2008
US Bank 2005 - 2007
ProcessPro September 1999 - October 2004
Skills
Project Management, Visio, Vendor Management, Management, Process Improvement, Program Management, Business Analysis, Business Intelligence, CRM, SDLC, Leadership, Databases, Contract Negotiation, Strategic Planning, Recruiting, Integration, Software Documentation, Team Leadership, Cross-functional Team..., Business Process, Analysis, Business Process..., SharePoint, MS Project, Project Planning, Requirements Analysis, Team Building, Software Project..., Process Engineering, Access, Data Analysis, Business Development, Risk Management, Project Portfolio..., Business Strategy, IT Strategy, Agile Methodologies, Analytics, Requirements Gathering, Business Requirements, IT Management, Consulting, ERP, Strategy, Business Process Design, SQL, Project Delivery, Data Warehousing, Content Management, Financial Services
Education
University of Minnesota - Carlson School of Management
Mark Alfuth's Ameriprise Financial Services, Inc. Experience June 1986 - March 2001
Job Professional Educator and Business Advisor
Industry Professional Training & Coaching
Experience
Wisconsin Indianhead Technical College August 2013 - Present
University of Wisconsin-Eau Claire August 2003 - Present
American Public Media Group March 2001 - August 2013
Ameriprise Financial Services, Inc. June 1986 - March 2001
Skills
Accounting, Budgets, Financial Reporting, Managerial Finance, Strategic Planning, Financial Modeling, Financial Forecasting, Nonprofits, Financial Analysis, Auditing, Finance, Forecasting, Leadership, Marketing, Management, Project Planning, Strategic Financial..., Financial Services, Risk Management, Strategy, Business Planning, Process Improvement, Analysis, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1987 — 1989
Master of Business Administration (MBA)
University of Wisconsin-Eau Claire 1979 — 1982
Bachelor of Science (B.S.), Comprehensive Business Education--Accounting Focus
Wisconsin Indianhead Technical College August 2013 - Present
University of Wisconsin-Eau Claire August 2003 - Present
American Public Media Group March 2001 - August 2013
Ameriprise Financial Services, Inc. June 1986 - March 2001
Skills
Accounting, Budgets, Financial Reporting, Managerial Finance, Strategic Planning, Financial Modeling, Financial Forecasting, Nonprofits, Financial Analysis, Auditing, Finance, Forecasting, Leadership, Marketing, Management, Project Planning, Strategic Financial..., Financial Services, Risk Management, Strategy, Business Planning, Process Improvement, Analysis, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1987 — 1989
Master of Business Administration (MBA)
University of Wisconsin-Eau Claire 1979 — 1982
Bachelor of Science (B.S.), Comprehensive Business Education--Accounting Focus
Jim Nachtsheim's Ameriprise Financial Services, Inc. Experience July 2005 - March 2013
Job Retired DirectorSystems Development and SupportAmeriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2005 - March 2013
IDS March 1971 - June 2005
Ameriprise Financial Advisors 1990 - 2005
American Express Financial Advisors 1971 - 2005
Ameriprise Financial 1971 - 2005
IDS 1971 - 1975
Skills
System Administration, Business Analysis, Vendor Management, IT Operations, Process Improvement, Enterprise Architecture, Visio, SDLC, Requirements Gathering, IT Strategy, PMO, Disaster Recovery, Project Portfolio..., Requirements Analysis, Program Management, Risk Management, Financial Services, Business Process...
Education
University of Minnesota - Carlson School of Management 1972 — 1975
MBA, Master's in Business Administration
University of Minnesota - Carlson School of Management 1966 — 1970
BS Business Administration
Robbinsdale High School 1963 — 1966
Ameriprise Financial Services, Inc. July 2005 - March 2013
IDS March 1971 - June 2005
Ameriprise Financial Advisors 1990 - 2005
American Express Financial Advisors 1971 - 2005
Ameriprise Financial 1971 - 2005
IDS 1971 - 1975
Skills
System Administration, Business Analysis, Vendor Management, IT Operations, Process Improvement, Enterprise Architecture, Visio, SDLC, Requirements Gathering, IT Strategy, PMO, Disaster Recovery, Project Portfolio..., Requirements Analysis, Program Management, Risk Management, Financial Services, Business Process...
Education
University of Minnesota - Carlson School of Management 1972 — 1975
MBA, Master's in Business Administration
University of Minnesota - Carlson School of Management 1966 — 1970
BS Business Administration
Robbinsdale High School 1963 — 1966
Karin Penrod's Ameriprise Financial Services, Inc. Experience 1984 - 1997
Job Owner, Leadership Partners, Inc.
Industry Management Consulting
Experience
Leadership Partners, Inc. October 1998 - Present
Thomson Corporation January 1998 - January 1999
Ameriprise Financial Services, Inc. 1984 - 1997
First Investors 1983 - 1984
Skills
Change Management, Financial Services, Executive Coaching, Process Improvement, Organizational Design, Leadership Development, Talent Management, Management Consulting, Organizational..., Business Process..., Strategic Planning, Coaching, Start-ups, Organizational..., Culture Change, Strategy, Workshop Facilitation, Succession Planning, Performance Management, Emotional Intelligence, MBTI, Employee Engagement, Executive Development, Performance Improvement
Education
University of Minnesota - Carlson School of Management 1986 — 1989
MBA, Organizational Leadership
University of Minnesota-Twin Cities 1978 — 1982
Bachelor's degree, Psychology
Leadership Partners, Inc. October 1998 - Present
Thomson Corporation January 1998 - January 1999
Ameriprise Financial Services, Inc. 1984 - 1997
First Investors 1983 - 1984
Skills
Change Management, Financial Services, Executive Coaching, Process Improvement, Organizational Design, Leadership Development, Talent Management, Management Consulting, Organizational..., Business Process..., Strategic Planning, Coaching, Start-ups, Organizational..., Culture Change, Strategy, Workshop Facilitation, Succession Planning, Performance Management, Emotional Intelligence, MBTI, Employee Engagement, Executive Development, Performance Improvement
Education
University of Minnesota - Carlson School of Management 1986 — 1989
MBA, Organizational Leadership
University of Minnesota-Twin Cities 1978 — 1982
Bachelor's degree, Psychology
Drew Ewing's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Wealth Management Consultant RVP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial July 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - June 2009
Ameriprise Financial April 2005 - October 2006
Skills
Investments, Securities, Wealth Management, Managed Futures, Hedge Funds, Options, Futures Trading, Technical Analysis, Series 7, Series 63, Asset Allocation
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial July 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - June 2009
Ameriprise Financial April 2005 - October 2006
Skills
Investments, Securities, Wealth Management, Managed Futures, Hedge Funds, Options, Futures Trading, Technical Analysis, Series 7, Series 63, Asset Allocation
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing
Gary Berquist's Ameriprise Financial Services, Inc. Experience July 2011 - February 2012
Job Project Manager at Express Scripts
Industry Information Services
Experience
Express Scripts November 2012 - December 2013
UnitedHealth Group June 2012 - September 2012
Ameriprise Financial Services, Inc. July 2011 - February 2012
CherryRoad Technologies September 2009 - August 2011
US Bank October 2008 - March 2009
Target May 2008 - August 2008
Ameriprise Financial Services, Inc. June 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - February 2007
RBC August 2005 - May 2006
IBM Global Services October 1998 - May 2005
Skills
Black Belt, Root Cause Analysis, Value Stream, Process Improvement, MS Project, MS Office Suite, Value Stream Mapping
Education
University of Minnesota - Carlson School of Management
B.S.B, Management
Express Scripts November 2012 - December 2013
UnitedHealth Group June 2012 - September 2012
Ameriprise Financial Services, Inc. July 2011 - February 2012
CherryRoad Technologies September 2009 - August 2011
US Bank October 2008 - March 2009
Target May 2008 - August 2008
Ameriprise Financial Services, Inc. June 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - February 2007
RBC August 2005 - May 2006
IBM Global Services October 1998 - May 2005
Skills
Black Belt, Root Cause Analysis, Value Stream, Process Improvement, MS Project, MS Office Suite, Value Stream Mapping
Education
University of Minnesota - Carlson School of Management
B.S.B, Management
Julie Nelson, CPA (inactive)'s Ameriprise Financial Services, Inc. Experience 1989 - 1993
Job Consultant at Certes Financial Pros
Industry Financial Services
Experience
Certes Financial Pros 1998 - Present
Merrill Corporation November 2007 - April 2009
United Health Care 2002 - 2005
Best Buy 2002 - 2002
General Mills 2000 - 2001
The Nature Conservancy 1993 - 1995
Ameriprise Financial Services, Inc. 1989 - 1993
Ameriprise Financial Services, Inc. 1985 - 1989
Deloitte & Touche 1981 - 1984
Education
University of Minnesota - Carlson School of Management
BSB
Certes Financial Pros 1998 - Present
Merrill Corporation November 2007 - April 2009
United Health Care 2002 - 2005
Best Buy 2002 - 2002
General Mills 2000 - 2001
The Nature Conservancy 1993 - 1995
Ameriprise Financial Services, Inc. 1989 - 1993
Ameriprise Financial Services, Inc. 1985 - 1989
Deloitte & Touche 1981 - 1984
Education
University of Minnesota - Carlson School of Management
BSB
Denise Sticka, PMP's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Business System Analyst/Contractor at Wells Fargo Home Mortgage
Industry Hospitality
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Wells Fargo Home Mortgage November 2012 - May 2014
FITS Management, Inc. March 2010 - October 2012
Visible Customer May 2009 - September 2009
Regent Seven Seas Cruises February 2008 - February 2009
Carlson Cruises Worldwide-Regent Seven Seas Cruises 2002 - 2008
Skills
Financial Reporting, Forecasting, Hyperion Enterprise, Accounting, Customer Service, Budgets, Cross-functional Team..., Management, Project Management, Software Documentation, Human Resources, Strategic Planning, Access, Hospitality, Process Improvement
Education
University of Minnesota - Carlson School of Management 2000 — 2005
BS, Business Management-Accounting
Ameriprise Financial Services, Inc. September 2014 - Present
Wells Fargo Home Mortgage November 2012 - May 2014
FITS Management, Inc. March 2010 - October 2012
Visible Customer May 2009 - September 2009
Regent Seven Seas Cruises February 2008 - February 2009
Carlson Cruises Worldwide-Regent Seven Seas Cruises 2002 - 2008
Skills
Financial Reporting, Forecasting, Hyperion Enterprise, Accounting, Customer Service, Budgets, Cross-functional Team..., Management, Project Management, Software Documentation, Human Resources, Strategic Planning, Access, Hospitality, Process Improvement
Education
University of Minnesota - Carlson School of Management 2000 — 2005
BS, Business Management-Accounting
Craig Getman's Ameriprise Financial Services, Inc. Experience May 1998 - July 2001
Job Business Analyst at Midcontinent Communications
Industry Telecommunications
Experience
Midcontinent Communications July 2006 - Present
Midcontinent Communications June 2001 - December 2012
Midcontinent Communications January 2003 - June 2006
Ameriprise Financial Services, Inc. May 1998 - July 2001
United American Insurance Company January 1996 - April 1998
EY August 1992 - December 1995
Skills
Forecasting, Accounting, Analysis, Finance, Budgets, Sales, Marketing, Financial Analysis, Microsoft Excel, Financial Accounting, Auditing
Education
University of Minnesota - Carlson School of Management 1988 — 1992
Accounting, Accounting and Finance, 3.1
Midcontinent Communications July 2006 - Present
Midcontinent Communications June 2001 - December 2012
Midcontinent Communications January 2003 - June 2006
Ameriprise Financial Services, Inc. May 1998 - July 2001
United American Insurance Company January 1996 - April 1998
EY August 1992 - December 1995
Skills
Forecasting, Accounting, Analysis, Finance, Budgets, Sales, Marketing, Financial Analysis, Microsoft Excel, Financial Accounting, Auditing
Education
University of Minnesota - Carlson School of Management 1988 — 1992
Accounting, Accounting and Finance, 3.1
Benjamin Becker's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Research Analyst at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - June 2014
Ameriprise Financial Services, Inc. April 2007 - April 2013
Ameriprise Financial Advisors November 2006 - March 2007
Skills
Financial Advisory, Series 7, Strategy, Asset Allocation, Finance, Financial Services, Mutual Funds, Financial Analysis, Investments, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2011 — 2015
MBA, Finance
University of Missouri-Columbia 2002 — 2006
BA, Political Science
Hopkins High School
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - June 2014
Ameriprise Financial Services, Inc. April 2007 - April 2013
Ameriprise Financial Advisors November 2006 - March 2007
Skills
Financial Advisory, Series 7, Strategy, Asset Allocation, Finance, Financial Services, Mutual Funds, Financial Analysis, Investments, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2011 — 2015
MBA, Finance
University of Missouri-Columbia 2002 — 2006
BA, Political Science
Hopkins High School
Justin Bell, CFA's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Vice President Due Diligence Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. August 2009 - December 2012
Varde Management, L.P. February 2005 - July 2009
Skills
Axys, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Alternative Investments, Investments, Fixed Income, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1993 — 1998
Bachelors of Science, Management-Finance
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. August 2009 - December 2012
Varde Management, L.P. February 2005 - July 2009
Skills
Axys, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Alternative Investments, Investments, Fixed Income, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1993 — 1998
Bachelors of Science, Management-Finance
Beverly Fields's Ameriprise Financial Services, Inc. Experience November 2010 - April 2012
Job Consultant at Digineer
Industry Financial Services
Experience
Digineer April 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2012
Ameriprise Financial January 2009 - November 2010
Ameriprise Financial February 2007 - December 2008
Wells Fargo October 2005 - January 2007
Skills
Process Improvement, Business Process..., Enterprise Portfolio..., Executive Reporting, Consulting, Change Management, Portfolio Management, Facilitation, Project Management, Business Analysis, Microsoft Excel, Analysis, Program Management, Management, SDLC, Leadership, Marketing, Marketing Strategy, Direct Marketing, Event Planning, Financial Services
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing and Supply Chain Management
Digineer April 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2012
Ameriprise Financial January 2009 - November 2010
Ameriprise Financial February 2007 - December 2008
Wells Fargo October 2005 - January 2007
Skills
Process Improvement, Business Process..., Enterprise Portfolio..., Executive Reporting, Consulting, Change Management, Portfolio Management, Facilitation, Project Management, Business Analysis, Microsoft Excel, Analysis, Program Management, Management, SDLC, Leadership, Marketing, Marketing Strategy, Direct Marketing, Event Planning, Financial Services
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing and Supply Chain Management
Derek More'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
Education
University of Minnesota - Carlson School of Management 1997 — 1999
Bachelor's Degree, Finance & International Relations
Ameriprise Financial Services, Inc. December 1999 - Present
Education
University of Minnesota - Carlson School of Management 1997 — 1999
Bachelor's Degree, Finance & International Relations
Dominick Palma's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Account Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial Services, Inc. November 2009 - November 2011
Ameriprise Financial Services, Inc. January 2009 - November 2009
Education
University of Minnesota - Carlson School of Management
Finance
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial Services, Inc. November 2009 - November 2011
Ameriprise Financial Services, Inc. January 2009 - November 2009
Education
University of Minnesota - Carlson School of Management
Finance
Xin Miao's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Senior Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Carlson Experiential Learning Program January 2015 - May 2015
Graphic Measures International (SGS Ltd.) June 2012 - April 2014
Winton Consulting May 2011 - May 2012
Skills
Data Analysis, Microsoft Excel, Marketing, Management, Marketing Strategy, Financial Analysis, Business Analysis, Python, Research, Strategy, Tableau, Financial Modeling, Microsoft Office, Analytics, R, Data Mining
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Master of Business Analytics and Data Science
University of Minnesota - Carlson School of Management 2007 — 2011
BS, Finance; Entrepreneurship Management; Economics
Ameriprise Financial Services, Inc. July 2015 - Present
Carlson Experiential Learning Program January 2015 - May 2015
Graphic Measures International (SGS Ltd.) June 2012 - April 2014
Winton Consulting May 2011 - May 2012
Skills
Data Analysis, Microsoft Excel, Marketing, Management, Marketing Strategy, Financial Analysis, Business Analysis, Python, Research, Strategy, Tableau, Financial Modeling, Microsoft Office, Analytics, R, Data Mining
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Master of Business Analytics and Data Science
University of Minnesota - Carlson School of Management 2007 — 2011
BS, Finance; Entrepreneurship Management; Economics
Brett Storrar's Ameriprise Financial Services, Inc. Experience Franchise ConsultantAmeriprise Financial Advisors2005 - Present
Job Franchise Consultant/Managing Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Franchise ConsultantAmeriprise Financial Advisors2005 - Present
IDS Financial Services 1984 - 1995
Education
University of Minnesota - Carlson School of Management 1978 — 1983
BS, Finance
Ameriprise Financial Services, Inc. Franchise ConsultantAmeriprise Financial Advisors2005 - Present
IDS Financial Services 1984 - 1995
Education
University of Minnesota - Carlson School of Management 1978 — 1983
BS, Finance
Mark Hansmeier, CPA, CFE's Ameriprise Financial Services, Inc. Experience September 2007 - August 2008
Job Internal Revenue Agent Senior Team Coordinator at Internal Revenue Service
Industry Accounting
Experience
Internal Revenue Service August 2008 - July 2012
Ameriprise Financial Services, Inc. September 2007 - August 2008
KPMG September 2005 - September 2007
Education
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor’s Degree, Accounting, Finance
Internal Revenue Service August 2008 - July 2012
Ameriprise Financial Services, Inc. September 2007 - August 2008
KPMG September 2005 - September 2007
Education
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor’s Degree, Accounting, Finance
Matthew Heaton, MBA's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial April 2010 - January 2014
Ameriprise Financial August 2006 - June 2010
Ameriprise Financial May 2004 - August 2006
American Express Financial Advisors September 1999 - April 2004
Skills
Series 7, Equities, Analysis, Finance, Project Management
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA
University of Minnesota-Twin Cities 1995 — 1999
BA
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial April 2010 - January 2014
Ameriprise Financial August 2006 - June 2010
Ameriprise Financial May 2004 - August 2006
American Express Financial Advisors September 1999 - April 2004
Skills
Series 7, Equities, Analysis, Finance, Project Management
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA
University of Minnesota-Twin Cities 1995 — 1999
BA
Jean Dunning's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job VPCorporate Communications Planning and Administration at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial April 2006 - Present
Ameriprise Financial Services, Inc. 1996 - 2006
Ameriprise Financial Services, Inc. 1995 - 1996
Ameriprise Financial Services, Inc. 1988 - 1995
Education
University of Minnesota - Carlson School of Management
BS, Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial April 2006 - Present
Ameriprise Financial Services, Inc. 1996 - 2006
Ameriprise Financial Services, Inc. 1995 - 1996
Ameriprise Financial Services, Inc. 1988 - 1995
Education
University of Minnesota - Carlson School of Management
BS, Business, Management, Marketing, and Related Support Services
Andrew Thibodeau's Ameriprise Financial Services, Inc. Experience August 2006 - November 2006
Job Paralegal at ASK Financial
Industry Legal Services
Experience
ASK LLP March 2010 - Present
DCM Services January 2008 - March 2010
DCM Services March 2007 - December 2007
Ameriprise Financial Services, Inc. August 2006 - November 2006
Total Deck Care May 2002 - August 2005
Skills
Excel, Insurance, Statistics, Mathematics, Probate, Word, PowerPoint, Access, Problem Solving, Data Analysis, Negotiation, Bankruptcy Preference..., Microsoft Word, Research, SAS, Bankruptcy, Analysis, Training, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2002 — 2006
B.S.B., International Business, German Studies, 3.3
University of St. Gallen, Switzerland 2005 — 2005
Study Abroad
ASK LLP March 2010 - Present
DCM Services January 2008 - March 2010
DCM Services March 2007 - December 2007
Ameriprise Financial Services, Inc. August 2006 - November 2006
Total Deck Care May 2002 - August 2005
Skills
Excel, Insurance, Statistics, Mathematics, Probate, Word, PowerPoint, Access, Problem Solving, Data Analysis, Negotiation, Bankruptcy Preference..., Microsoft Word, Research, SAS, Bankruptcy, Analysis, Training, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2002 — 2006
B.S.B., International Business, German Studies, 3.3
University of St. Gallen, Switzerland 2005 — 2005
Study Abroad
Bryant Ruffalo's Ameriprise Financial Services, Inc. Experience September 2011 - October 2012
Job Sr. Business Systems Analyst Sales and Marketing Mobility at Boston Scientific
Industry Information Technology and Services
Experience
Boston Scientific August 2014 - Present
Boston Scientific October 2012 - August 2014
Ameriprise Financial Services, Inc. September 2011 - October 2012
Thomson Reuters May 2010 - September 2011
Cargill May 2009 - August 2009
Boston Scientific May 2008 - August 2008
Skills
Requirements Gathering, SAP, Business Analysis, SharePoint, Process Improvement, Building Relationships, SDLC, iOS, Data Analysis, Analysis, SQL, MS Project, Business Objects, Microsoft SQL Server, Team Leadership, Visio, Visual Basic, SAP CRM, SAP R/3, Agile Project Management, Salesforce.com, SAP ERP, Microsoft Project, Data Migration
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BS, MIS
Boston Scientific August 2014 - Present
Boston Scientific October 2012 - August 2014
Ameriprise Financial Services, Inc. September 2011 - October 2012
Thomson Reuters May 2010 - September 2011
Cargill May 2009 - August 2009
Boston Scientific May 2008 - August 2008
Skills
Requirements Gathering, SAP, Business Analysis, SharePoint, Process Improvement, Building Relationships, SDLC, iOS, Data Analysis, Analysis, SQL, MS Project, Business Objects, Microsoft SQL Server, Team Leadership, Visio, Visual Basic, SAP CRM, SAP R/3, Agile Project Management, Salesforce.com, SAP ERP, Microsoft Project, Data Migration
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BS, MIS
Harold Sneide's Ameriprise Financial Services, Inc. Experience September 1985 - August 1997
Job Computer Software Professional
Industry Computer Software
Experience
Pinnacle Technical Resources May 2013 - October 2013
netPolarity April 2012 - November 2012
Istonish October 2011 - March 2012
Pariter Solutions/ Wells Fargo April 2011 - August 2011
K-Force January 2009 - March 2011
Nordstrom September 1997 - December 2008
Ameriprise Financial Services, Inc. September 1985 - August 1997
Skills
COBOL, DB2, Micro Focus COBOL, CICS, VSAM, Eztreive, Visual Basic, JCL, Oracle SQL, Unix, PACBASE
Education
University of Minnesota - Carlson School of Management 1994 — 1997
Master of Business Administration (MBA), IT business analysis, 3.6
University of Minnesota-Twin Cities 1972 — 1974
Master of Arts (M.A.), Library Science
Pinnacle Technical Resources May 2013 - October 2013
netPolarity April 2012 - November 2012
Istonish October 2011 - March 2012
Pariter Solutions/ Wells Fargo April 2011 - August 2011
K-Force January 2009 - March 2011
Nordstrom September 1997 - December 2008
Ameriprise Financial Services, Inc. September 1985 - August 1997
Skills
COBOL, DB2, Micro Focus COBOL, CICS, VSAM, Eztreive, Visual Basic, JCL, Oracle SQL, Unix, PACBASE
Education
University of Minnesota - Carlson School of Management 1994 — 1997
Master of Business Administration (MBA), IT business analysis, 3.6
University of Minnesota-Twin Cities 1972 — 1974
Master of Arts (M.A.), Library Science
Andrew Munoz's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Tax Operations Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - June 2015
Ameriprise Financial Services, Inc. June 2007 - October 2011
Army National Guard September 1996 - May 2001
US Army September 1993 - September 1996
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, Cost Basis Reporting, Tax Reporting, Cost Basis, Average Cost Method for..., SharePoint Report..., Business Analysis, Process Improvement, Testing, Data Analysis, Mutual Funds
Education
University of Minnesota - Carlson School of Management
Bachelor's, Finance
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - June 2015
Ameriprise Financial Services, Inc. June 2007 - October 2011
Army National Guard September 1996 - May 2001
US Army September 1993 - September 1996
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, Cost Basis Reporting, Tax Reporting, Cost Basis, Average Cost Method for..., SharePoint Report..., Business Analysis, Process Improvement, Testing, Data Analysis, Mutual Funds
Education
University of Minnesota - Carlson School of Management
Bachelor's, Finance
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance, General
Michael Warne's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Fund Accountant at Ameriprise Financial Services, Inc.
Industry Investment Banking
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
University of Minnesota September 2011 - Present
College ByME March 2012 - June 2012
Skills
Budgets, Data Analysis, Financial Analysis, Customer Service
Education
University of Minnesota - Carlson School of Management 2010 — 2014
B.S.B, Finance, Mathematics
Ameriprise Financial Services, Inc. June 2013 - Present
University of Minnesota September 2011 - Present
College ByME March 2012 - June 2012
Skills
Budgets, Data Analysis, Financial Analysis, Customer Service
Education
University of Minnesota - Carlson School of Management 2010 — 2014
B.S.B, Finance, Mathematics
Andrew Lacko's Ameriprise Financial Services, Inc. Experience June 1991 - October 1995
Job Senior Vice President Financial Planning & Analysis at Hertz
Industry Leisure, Travel & Tourism
Experience
Hertz January 2014 - Present
First Data Corporation October 2013 - January 2014
Best Buy November 2008 - April 2013
Northwest Airlines October 2007 - November 2008
UnitedHealth Group June 2005 - October 2007
Northwest Airlines October 1995 - June 2005
Ameriprise Financial Services, Inc. June 1991 - October 1995
Skills
Large-Scale Budget &..., Budgets, Forecasting, Capital Project Analysis, Long Range Planning, Strategic Planning, Investor Relations, Leadership, Written Communication, Microsoft Excel, Microsoft Word, PowerPoint, Cross-functional Team..., Analysis, Management, Capital Budgeting, Financial Planning, Financial Analysis, Process Improvement, Mergers & Acquisitions, Executive Management, Financial Modeling, Finance
Education
University of Minnesota - Carlson School of Management 1994 — 1996
Master of Business Administration (MBA), Finance
University of Minnesota - Carlson School of Management 1988 — 1992
Bachelor of Science (BS), Finance
Hertz January 2014 - Present
First Data Corporation October 2013 - January 2014
Best Buy November 2008 - April 2013
Northwest Airlines October 2007 - November 2008
UnitedHealth Group June 2005 - October 2007
Northwest Airlines October 1995 - June 2005
Ameriprise Financial Services, Inc. June 1991 - October 1995
Skills
Large-Scale Budget &..., Budgets, Forecasting, Capital Project Analysis, Long Range Planning, Strategic Planning, Investor Relations, Leadership, Written Communication, Microsoft Excel, Microsoft Word, PowerPoint, Cross-functional Team..., Analysis, Management, Capital Budgeting, Financial Planning, Financial Analysis, Process Improvement, Mergers & Acquisitions, Executive Management, Financial Modeling, Finance
Education
University of Minnesota - Carlson School of Management 1994 — 1996
Master of Business Administration (MBA), Finance
University of Minnesota - Carlson School of Management 1988 — 1992
Bachelor of Science (BS), Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank