Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

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

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Karen Ho Karen Ho Greater Minneapolis-St. Paul Area Details
Karen Ho's Ameriprise Financial Services, Inc. Experience 2011 - December 2014
Job Vice President Strategy and Planning at Adjacent Analytics LLC
Industry Financial Services
Experience
Adjacent Analytics LLC   January 2015 - Present
Tamarisk, Inc.   January 2015 - Present
Ameriprise Financial Services, Inc.   2011 - December 2014
Ameriprise Financial Services, Inc.   2009 - 2011
Ameriprise Financial Services, Inc.   2008 - 2008
Ameriprise Financial Services, Inc.   2005 - 2008
American Express Financial Advisors now Ameriprise Financial Services, Inc.   2001 - 2005
American Express Financial Advisors now Ameriprise Financial Services, Inc.   1999 - 2001

Skills
Strategy, Leadership, Vendor Management, Business Analysis, Management, Process Improvement, Operations Management, Financial Services, Business Planning, Six Sigma, Coaching, Customer Experience, Program Management, Strategic Financial..., Analysis, Business Process..., Cross-functional Team..., Contact Centers, Finance, Marketing, Insurance, Financial Planning, Strategic Planning

Education
University of Saint Thomas - School of Business
Master of Business Administration (MBA), Executive MBA Program

University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General

Cecilia Wech Cecilia Wech Greater Minneapolis-St. Paul Area Details
Cecilia Wech's Ameriprise Financial Services, Inc. Experience February 2006 - Present
Job Registered Principal, Delegate, Compliance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2006 - Present
UBS  February 2004 - February 2006
Global Financial  1987 - 2000

Education
University of Minnesota Duluth   1976 — 1980
BS, Social Development

Regina High School

Regina High School

Alyssa Pfutzenreuter Alyssa Pfutzenreuter Greater Minneapolis-St. Paul Area Details
Alyssa Pfutzenreuter's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Ameriprise Financial Services, Inc.   September 2007 - July 2013

Skills
Mutual Funds, Wealth Management, Financial Services, Equities, Securities, FINRA

Education
University of Minnesota-Duluth
Bachelors of Business Administration, Finance

Tobit Simmons, MBA Tobit Simmons, MBA Greater Minneapolis-St. Paul Area Details
Tobit Simmons, MBA's Ameriprise Financial Services, Inc. Experience November 2010 - August 2014
Job Assitant Vice President, Business Architecture at US Bank
Industry Financial Services
Experience
US Bank  August 2014 - Present
Ameriprise Financial Services, Inc.   November 2010 - August 2014
Amerprise Financial  December 2009 - November 2010
Ameriprise Financial  March 2008 - June 2010
Ameriprise Financial  March 2006 - March 2008
Ameriprise Financial  March 2005 - March 2006

Skills
Business Analysis, Data Analysis, Strategic Planning, Product Development, Process Improvement, Project Delivery, Competitive Analysis, Thought Leadership, Cross-functional Team..., International Business, Group Presentations, Vendor Relations, Requirements Gathering, Leadership, Visio, Finance, Program Management, Management, Software Project..., Change Management, Six Sigma, Business Process..., Risk Management

Education
University of Minnesota - Carlson School of Management   2007 — 2010
MBA

University of Minnesota-Twin Cities   1996 — 2001
BS

Daniel Korman Daniel Korman Greater Minneapolis-St. Paul Area Details
Daniel Korman's Ameriprise Financial Services, Inc. Experience March 2015 - June 2015
Job MBA Candidate Currently seeking new opportunity
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - June 2015
RBC Wealth Management  February 2014 - February 2015
RBC Wealth Management  January 2013 - February 2014
RBC Capital Markets  February 2011 - January 2013
Wells Fargo  May 2010 - February 2011

Skills
Investments, Series 7, Microsoft Office, Sales, Finance, Portfolio Management, Leadership, Mutual Funds, Financial Analysis, Series 66, Relationship Management, Morningstar

Education
University of Minnesota-Twin Cities
Master of Business Administration (M.B.A.), Finance

University of Minnesota-Duluth   2006 — 2010
BBA, Finance

Parker Loving Parker Loving Greater Minneapolis-St. Paul Area Details
Parker Loving's Ameriprise Financial Services, Inc. Experience January 2014 - January 2015
Job Investment Operations Intern at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management  June 2015 - Present
Greene Holcomb Fisher  January 2015 - June 2015
Ameriprise Financial Services, Inc.   January 2014 - January 2015
College Works Painting  July 2013 - August 2013

Education
University of Minnesota - Carlson School of Management   2013 — 2017
BSB - Bachelor of Science in Business CSOM, Finance, Sophomore

Academy of Holy Angels   2009 — 2013
High School

Scott Polansky Scott Polansky Minneapolis, Minnesota Details
Scott Polansky's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Actuarial Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Ameriprise Financial Services, Inc.   April 2012 - November 2013
ING  March 2012 - April 2012
ING  January 2010 - February 2012

Skills
Financial Modeling, Enterprise Risk..., Variable Annuities, Group Insurance

Education
University of Minnesota - Carlson School of Management   2005 — 2009
Bachelor of Science in Business, Actuarial Science

Laura Marquardt Laura Marquardt Greater Minneapolis-St. Paul Area Details
Laura Marquardt's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Service Delivery and Project Manager at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems  January 2015 - Present
Ameriprise Financial Services, Inc.   June 2015 - August 2015
Wells Fargo  July 2014 - December 2014
Wells Fargo  July 2013 - July 2014
ING US (now Voya)   August 2010 - June 2013
Blue Cross and Blue Shield of Minnesota, (BCBSMN)   May 2008 - August 2010
BCBSMN, Center for Prevention   January 2006 - August 2007
American Express Financial Advisors now Ameriprise  January 1998 - January 2005

Skills
Program Management, Process Improvement, Project Management, Business Analysis, Strategy, Financial Services, Cross-functional Team..., IT Strategy, Information Technology, SDLC, Service Delivery, Relationship Management, Risk Management, Project Portfolio..., Strategic Planning, Technology Roadmapping, Program Implementation, Implementation Planning, Problem Solving, Strategic Communications, Change Management, Marketing, Vendor Relationships, Resourceful...

Education
University of Minnesota-Duluth
BA, English, Music

University of Saint Thomas
Master's degree, Business Communication

Chris Halgren Chris Halgren Greater Minneapolis-St. Paul Area Details
Chris Halgren's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Manager, Interactive Marketing at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2009 - Present
Ameriprise Financial Services, Inc.   June 2007 - January 2009
Ameriprise Financial Services, Inc.   July 2005 - June 2007
Interim HealthCare  February 2004 - July 2005
Internet Broadcasting  April 2002 - February 2004
Internet Broadcasting  September 2000 - April 2002
Fingerhut Companies, Inc.   June 1997 - September 2000

Skills
Analytics, Web Analytics, Financial Services, Interactive Marketing, Digital Marketing, Strategy, Direct Marketing, Integrated Marketing, Digital Strategy, Online Marketing, Database Marketing, Multi-channel Marketing, Customer Acquisition, Lead Generation, Leadership

Education
University of Minnesota-Duluth   1993 — 1997
BBA, Marketing, Psychology

Patrick Pohl Patrick Pohl Minneapolis, Minnesota Details
Patrick Pohl's Ameriprise Financial Services, Inc. Experience January 2008 - January 2010
Job Director Business Transformation at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  January 2008 - Present
Ameriprise Financial Services, Inc.   January 2008 - January 2010
American Express  April 2002 - January 2008
American Express  April 1999 - April 2002
State Street  1996 - 1999
Northland Financial Company   1994 - 1996

Skills
Process Improvement, Six Sigma, Business Strategy, Competitive Analysis, Operations Management, Business Transformation, Change Management, Analytics, Team Leadership, Coaching, Re-engineering, Music Production, Musicians, International Resourcing, Operational..., Analysis, Business Analysis, Management, Project Management, Risk Management, Strategic Planning, Training

Education
University of Minnesota-Duluth   1988 — 1993
BBA, Finance

Andrew Oxley Andrew Oxley Greater Minneapolis-St. Paul Area Details
Andrew Oxley's Ameriprise Financial Services, Inc. Experience July 2013 - October 2013
Job Senior Internal Annuity Wholesaler at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group  July 2014 - Present
Raymond James Financial Inc. /Bremer Investments   November 2013 - July 2014
Ameriprise Financial Services, Inc.   July 2013 - October 2013

Education
University of Minnesota-Duluth   2009 — 2013
BBA in Marketing

Paige Nicole Horwood Paige Nicole Horwood Minneapolis, Minnesota Details
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

Kelli Lucas Kelli Lucas Greater Minneapolis-St. Paul Area Details
Kelli Lucas's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Health & Wellness Analyst at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc.   2007 - Present
Ameriprise Financial Services, Inc.   2006 - 2007
Mesaba Airlines  2006 - 2006
Mesaba Airlines  2002 - 2006
Mesaba Airlines  2000 - 2002

Skills
Health & Welfare..., Compliance, Employee Relations, PeopleSoft, Human Resources, Recruiting, Onboarding, New Hire Orientations, Process Improvement, Management, Applicant Tracking..., Employee Engagement

Education
University of Minnesota-Crookston
Associate of Science (AS), Business Management and Marketing

Gregg Garvey Gregg Garvey Minneapolis, Minnesota Details
Gregg Garvey's Ameriprise Financial Services, Inc. Experience December 1998 - Present
Job Mutual Funds Specialist at Ameriprise Financial, Music Composer and Performer
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1998 - Present

Skills
Mutual Funds, Account...

Education
University of Minnesota-Twin Cities   1992 — 1995
Bachelor of Arts (BA), Music Theory and Composition

University of Minnesota-Duluth   1990 — 1992
Music Theory and Composition

Adam Broich Adam Broich Rochester, Minnesota Area Details
Adam Broich's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Client Concierge at Endgame Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Northwestern Mutual  January 2012 - December 2012
University of Minnesota Duluth  September 2008 - December 2012
University of Minnesota Duluth  April 2011 - May 2012
UMD Housing   March 2010 - April 2011
UMD Housing   August 2009 - March 2010
Rochester Athletic Club  May 2009 - August 2009

Skills
Financial Planning, Financial Advisory, Financial Reporting, Event Planning, Mediation, Budgeting, Inventory Management, Accounting, Licensed Life & Health..., Strategic Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Community Development, Community Outreach, Team Leadership, QuickBooks, Morningstar, Budgets, Microsoft Excel, Microsoft Word, Microsoft Office, Employee Benefits, Estate Planning, Retirement Planning, Program Management, Finance, Leadership, Data Analysis, 529 Plans, ThomsonOne, Outlook, Financial Analysis, Management, Marketing, Investments, Access

Education
University of Minnesota-Duluth   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

University of Minnesota-Duluth   2008 — 2012
Bachelor of Accounting, Acccounting

University of Minnesota-Duluth   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Rochester Century High School   2004 — 2008

Nathan Kerkow Nathan Kerkow Forest Lake, Minnesota Details
Nathan Kerkow's Ameriprise Financial Services, Inc. Experience May 1995 - Present
Job Financial Advisor at Kerkow & Associates; A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1995 - Present

Education
University of Minnesota-Duluth   1990 — 1994
Bachelor of Science (B.S.), Finance, General

Sunny Blakesley, PHR, SHRM-CP Sunny Blakesley, PHR, SHRM-CP Greater Minneapolis-St. Paul Area Details
Sunny Blakesley, PHR, SHRM-CP's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Change Management Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Ameriprise Financial  October 2008 - June 2014
Ameriprise Financial  November 2004 - October 2008
Ameriprise Financial  March 2001 - November 2004
Ameriprise Financial  1996 - March 2001
Ameriprise Financial  1993 - 1995

Skills
Talent Acquisition, Recruiting, Human Resources, Leadership, Process Improvement, Training, Change Management, Onboarding, Six Sigma, Program Management, Workforce Planning, Interviews, Sourcing, College Recruiting, Talent Management, New Hire Orientations, Technical Recruiting, Employer Branding, Screening Resumes, Leading Projects, Recruiting Operations, Training Delivery, Employee Benefits, Employee Relations, Applicant Tracking..., Screening, Employee Engagement, Hiring, Deferred Compensation, Succession Planning, Internet Recruiting, Performance Management, HRIS, Benefits Negotiation, Temporary Placement, PeopleSoft, Personnel Management, Vendor Management, Leading People, Training & Development, Compliance, OFCCP Compliance, Business Process..., Organizational..., Organizational..., Organizational Design, Team Building, Team Leadership, Virtual Teams, Employee Training

Education
University of Saint Thomas   1996 — 2000
Trainer I and II Award Certificates

University of Minnesota Duluth   1989 — 1993
BA, Criminology, Psychology

Margo Patzer Margo Patzer Greater Minneapolis-St. Paul Area Details
Margo Patzer's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job CSM, Project Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
C.H. Robinson   October 2014 - April 2015
Maximum Graphics, an RR Donnelley Company   September 2013 - October 2014
Maximum Graphics, an RR Donnelley Company   June 2012 - September 2013
University of Minnesota  October 2009 - June 2012
O'Neill Language Academy, Inc.   August 2010 - June 2011

Skills
Leadership, Leadership Development, Customer Service, Program Management, Teamwork, Project Management, Spanish, Event Planning, Organization, Data Analysis, Business Requirements, System Requirements, Requirements Gathering, Enterprise Project..., Microsoft Project, SharePoint..., Process Improvement, Project Implementation, Telematics, Quality Auditing, Contingency Planning, Cross-functional..., Business Process..., Business Analysis, New Business Development

Education
University of Minnesota-Twin Cities   2009 — 2012
Bachelor of Arts (B.A.), Spanish Studies

La Fundacion de Jose Ortega y Gasset   2011 — 2011
N/A, Spanish Language and Literature

University of Minnesota-Duluth   2008 — 2009
Bachelor of Arts (B.A.)

Anne Echtenkamp Anne Echtenkamp Greater Minneapolis-St. Paul Area Details
Anne Echtenkamp's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Project Lead at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
Kittredge Crossings Housing Association   June 2010 - Present
Advantage Technical Resourcing  July 2011 - August 2011
Capella University  March 2010 - March 2011
Capella University  June 2007 - March 2010
Data Recognition Corporation  July 2004 - June 2007
Data Recognition Corporation  May 2001 - June 2004

Skills
Cross-functional Team..., Instructional Design, Project Management, Program Management, E-Learning, Organizational..., Management, Budgets, Leadership, Training, Process Improvement, Change Management, Leadership Development, Data Analysis, Business Process..., Business Analysis, Analysis, Vendor Management

Education
University of Minnesota Duluth   1992 — 1996
BA, Communications/Journalism

James Pinkerton, Jr James Pinkerton, Jr Greater Minneapolis-St. Paul Area Details
James Pinkerton, Jr's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Regional Risk Supervisor / Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2009 - Present
Ameriprise Financial Services, Inc.   1999 - 2009
Ameriprise Financial Services, Inc.   1996 - 1999
Prudential Financial  1985 - 1996

Skills
Series 7, Series 63

Education
University of Minnesota-Twin Cities   1983 — 1984
BA, Political Science

University of Minnesota-Duluth   1981 — 1982

chaska high school

chaska high school

Steven Assie Steven Assie Greater Minneapolis-St. Paul Area Details
Steven Assie's Ameriprise Financial Services, Inc. Experience June 2010 - August 2010
Job Manager, Strategy at Thomson Reuters
Industry Higher Education
Experience
Thomson Reuters  February 2014 - Present
Thomson Reuters  February 2013 - February 2014
Thomson Reuters  January 2012 - January 2013
Thomson Reuters  May 2011 - January 2012
Ameriprise Financial Services, Inc.   June 2010 - August 2010
Cameco Corporation  May 2009 - August 2009
UBS  April 2008 - August 2008
Piper Jaffray  March 2006 - August 2007

Skills
Financial Modeling, Market Research, Strategy, Financial Analysis, Product Management, Segmentation, Project Management, Competitive Analysis, Entrepreneurship, Management, Leadership, Data Analysis, Analysis, Strategic Planning, Business Strategy, Management Consulting, Marketing Strategy, Analytics, Market Analysis

Education
University of Minnesota - Carlson School of Management   2009 — 2011
Master of Business Administration (MBA)

University of Minnesota Law School   2008 — 2011
Juris Doctorate (JD), Law

York University - Osgoode Hall Law School   2007 — 2008
Law

University of St. Thomas   2004 — 2007
Bachelor of Arts (BA), Business Administration - Financial Management

Mandy Aske Mandy Aske Greater Minneapolis-St. Paul Area Details
Mandy Aske's Ameriprise Financial Services, Inc. Experience December 2009 - December 2012
Job Field Service Manager at MetLife
Industry Insurance
Experience
MetLife  June 2014 - Present
MetLife  February 2013 - June 2014
Ameriprise Financial Services, Inc.   December 2009 - December 2012
NorthMarq  May 2008 - November 2009

Skills
Fixed Income, Investments, Morningstar, Financial Analysis, Retirement Planning, Term Life Insurance, Microsoft Excel

Education
University of St. Thomas   2007 — 2009
Bachelor of Arts, Financial Management

University of Minnesota-Duluth   2005 — 2007

Cord Houle Cord Houle Greater Minneapolis-St. Paul Area Details
Cord Houle's Ameriprise Financial Services, Inc. Experience September 2010 - July 2011
Job Project Manager at U.S. Bank
Industry Financial Services
Experience
Major Financial Services Firm  August 2013 - Present
US Bancorp Investment Inc  August 2012 - August 2013
US Bancorp Investment Inc  August 2011 - August 2012
Ameriprise Financial Services, Inc.   September 2010 - July 2011
University of Minnesota  May 2008 - May 2009
Wells Fargo  May 2008 - August 2008

Skills
Series 7, Series 63, Series 65, Series 24, Finance, Investments, Financial Markets, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Microsoft Excel

Education
University of Minnesota Duluth   2005 — 2009
Bachelor, Finance

University of Minnesota Duluth   2005 — 2009
Bachelor, Organizational Management

Thad Radel Thad Radel Minneapolis, Minnesota Details
Thad Radel's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Senior Marketing Manager Product Marketing at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Ameriprise Financial Services, Inc.   February 2012 - May 2013
Ameriprise Financial Services, Inc.   March 2010 - February 2012
Ameriprise Financial Services, Inc.   May 2009 - March 2010

Skills
Strategic Planning, Project Management, Mutual Funds, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Process Improvement, Public Speaking, Project Planning, Cross-functional Team..., Marketing Communications, Data Analysis, Leadership, Marketing Strategy, Financial Services

Education
University of Minnesota - Carlson School of Management   2010 — 2014
Master of Business Administration (M.B.A.), Marketing

University of Minnesota-Twin Cities   2001 — 2004
Bachelor of Arts (B.A.), Architecture

Julia Kreibich Julia Kreibich Minneapolis, Minnesota Details
Julia Kreibich's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Business Intelligence Analyst at Thrivent Financial
Industry Accounting
Experience
Thrivent Financial  February 2015 - Present
Ameriprise Financial Services, Inc.   June 2014 - August 2014
maurices  June 2013 - October 2013
CliftonLarsonAllen  June 2012 - August 2012

Skills
Teamwork, Customer Service, Computer Proficiency, Oral & Written..., Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Microsoft Office, QuickBooks, Data Entry, Accounting, Bookkeeping, SPSS, Social Media, Sales

Education
University of Minnesota-Duluth   2010 — 2014
Bachelor's Degree, Accounting, Retail Marketing Analytics, Marketing

Randy Eidem Randy Eidem Greater Minneapolis-St. Paul Area Details
Randy Eidem's Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job Business Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  June 2015 - Present
Ameriprise Financial Services, Inc.   January 2015 - May 2015
Wells Fargo  October 2014 - December 2014
Securian Financial Group  March 2014 - July 2014
Target  November 2013 - January 2014
RBC  July 2013 - August 2013
LifeTouch  October 2012 - July 2013
Rust Consulting  January 2012 - August 2012
Fortune 50 Company  September 2009 - December 2011
Fortune 500 Company  2007 - 2008

Skills
Business Analysis, Business Process, Vendor Management, SDLC, Quality Assurance, Process Improvement, Business Process..., Project Management, Software Project..., Business Intelligence, Program Management, Visio, Requirements Gathering, Business Requirements, CRM, PMP, Management, PMO, Requirements Analysis, Project Portfolio..., Strategy

Education
University of Minnesota - Carlson School of Management   1974 — 1983
Bachelor of Science (BS), Accounting

University of Minnesota - Carlson School of Management   1974 — 1983
Master of Business Administration (MBA), Finance, General

Justin Larson Justin Larson Greater Minneapolis-St. Paul Area Details
Justin Larson's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Ameriprise Financial Services, Inc.   November 2013 - Present
Ameriprise Financial Services, Inc.   September 2011 - April 2014
Darden Restaurants  February 2010 - December 2011
Hollister Co.  June 2007 - June 2010

Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Retail, Teamwork, Outlook, Critical Thinking, Training, Data Entry, Leadership, Team Building, Coaching

Education
Metropolitan State University   2013 — 2015
Bachelor of Science (B.S.), Finance, General

University of Minnesota-Duluth   2008 — 2011
Kinesiology and Exercise Science

Shannon Stemper Shannon Stemper Greater Minneapolis-St. Paul Area Details
Shannon Stemper's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Finance Manager in Advice and Wealth Management Lead Finance Office
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   September 2012 - Present
Saints Sports Academy  October 2009 - February 2015
Ameriprise Financial Services, Inc.   January 2011 - September 2012
Ameriprise Financial Services, Inc.   October 2009 - January 2011
Ameriprise Financial Services, Inc.   June 2008 - August 2008
Ameriprise Financial Services, Inc.   June 2007 - August 2007

Education
University of Minnesota - Carlson School of Management   2005 — 2009
Bachelor of Business Administration (BBA), Finance and Insurance/Risk Management

Burnsville High School   2001 — 2005

Thomas Steidl, CFP®, ChFC® Thomas Steidl, CFP®, ChFC® United States Details
Thomas Steidl, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Allianz Life  November 2009 - September 2014
Ameriprise Financial Services, Inc.   June 2008 - November 2009

Education
University of Minnesota-Twin Cities   2003 — 2008
Bachelor of Arts (BA), Communication and Media Studies

Carlson School of Management   2003 — 2008
Minor Degree, Business Administration and Management, General

Scott Woker Scott Woker Greater Minneapolis-St. Paul Area Details
Scott Woker's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Vice President Identity, Access and Security Tools Management | Technologies at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Ameriprise Financial  August 2010 - March 2015
Ameriprise Financial  October 2008 - July 2010
Ameriprise Financial  March 1998 - September 2008

Skills
Financial Services, Vendor Management, Strategic Financial..., Portfolio Management, Asset Managment, Business Analysis, IT Strategy, Risk Management, Relationship Management, Process Improvement, Insurance, Series 7, Asset Management, Change Management, Disaster Recovery, Enterprise Architecture, IT Management, ITIL, Leadership, Mutual Funds, Outsourcing, Project Portfolio..., SDLC, Business Process...

Education
University of Minnesota - Carlson School of Management   1994 — 1997
MBA, Finance and IS

University of Minnesota-Duluth   1985 — 1989
Bachelor of Accounting, Accounting

Robert Zuleger Robert Zuleger San Francisco Bay Area Details
Robert Zuleger's Ameriprise Financial Services, Inc. Experience June 2009 - August 2009
Job Associate at Calera Capital
Industry Financial Services
Experience
Calera Capital  July 2013 - Present
Barclays Capital  July 2011 - July 2013
Barclays Capital  June 2010 - August 2010
Cherry Tree  February 2010 - May 2010
Ameriprise Financial Services, Inc.   June 2009 - August 2009
Carlson School of Management  September 2008 - May 2009

Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Bloomberg, Financial Analysis, Investments, Mergers & Acquisitions

Education
University of Minnesota - Carlson School of Management   2007 — 2011
BSB, Finance, Accounting, summa cum laude

Ryan Serreyn Ryan Serreyn Marshall, Minnesota Details
Ryan Serreyn's Ameriprise Financial Services, Inc. Experience June 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2007 - Present
Wells Fargo  December 2006 - May 2007

Education
University of Minnesota-Duluth   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Mark Sobiech, CFP, CRPC Mark Sobiech, CFP, CRPC Greater Minneapolis-St. Paul Area Details
Mark Sobiech, CFP, CRPC's Ameriprise Financial Services, Inc. Experience September 2004 - Present
Job Financial Advisor, with Murphy & Associates, a Private Weatlh Advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2004 - Present
American Express Financial Advisors  September 2003 - August 2004

Education
University of Minnesota-Duluth   1999 — 2003
Finance

Champlin Park High School   1995 — 1999

Carolina Alberton Carolina Alberton Lakeland, Florida Area Details
Carolina Alberton's Ameriprise Financial Services, Inc. Experience April 2000 - August 2002
Job Seeking career
Industry Financial Services
Experience
UBS Wealth Management  April 2010 - May 2015
UBS Wealth Management  February 2005 - April 2009
The Bank of New York  February 2003 - February 2005
Ameriprise Financial Services, Inc.   April 2000 - August 2002
Ameriprise Financial Services, Inc.   April 1998 - April 2000

Skills
Banking, Software Documentation, Settlement, SDLC, Analysis, Cash Management, Derivatives, Project Management, Management, Quality Assurance, Testing, Business Analysis, Equities, Marketing, Human Resources, Financial Analysis, Risk Management, Requirements Gathering, Vendor Management

Education
University of St. Thomas - Opus College of Business   1996 — 2000
MIM, International Marketing

University of Minnesota Duluth   1992 — 1996
Bachelors, Marketing

Chip Hitchcock Chip Hitchcock Minneapolis, Minnesota Details
Chip Hitchcock's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Regional Sales Director
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
ING  2007 - 2010
Ameriprise Financial  January 2002 - October 2007
American Express Financial Advisors  January 1999 - January 2002

Skills
Strategic Financial..., Insurance, Life Insurance, Disability Insurance, Series 7, Series 63, Term Life Insurance, Estate Planning, Fixed Annuities, New Business Development, Finance, Business Planning, Leadership, Retirement, Strategy, Retirement Planning, Sales Operations, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Employee Benefits, 401k, Wealth Management, Asset Allocation, IRAs, Uniform Combined State..., Investment Advisory, Long Term Care Insurance, Financial Planning

Education
University of Minnesota Duluth   1993 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services; Biology and Chemistry

Paul Schurhamer Paul Schurhamer Greater Minneapolis-St. Paul Area Details
Paul Schurhamer's Ameriprise Financial Services, Inc. Experience June 2007 - February 2010
Job Account Executive at AGC Networks US
Industry Information Technology and Services
Experience
AGC Networks US  August 2015 - Present
Barracuda (NYSE: CUDA)   August 2014 - June 2015
Outsell  March 2014 - August 2014
Independent Consultant  August 2013 - February 2014
Packet Power  July 2012 - August 2013
Amex Inc.  September 2011 - August 2013
Code42  September 2011 - March 2012
Cbeyond  March 2010 - September 2011
Ameriprise Financial Services, Inc.   June 2007 - February 2010

Skills
New Business Development, Global Channel..., Channel Account..., Direct Sales, VMware, VSP 5, vSphere, Salesforce.com, Hyper-V, Citrix, Red Hat Linux, Energy Monitoring, Environmental Monitoring, Power Distribution, Energy Monitoring..., PDU, Training, Sales, Sales Presentations, Sales Management, Marketing, B2B, Data Center, Cisco UCS, Virtualization, Managed Services, Barracuda Networks, Nimble Storage, Cloud Computing, Professional Services, Nimble, Barracuda Spam Firewall, Business Development, International Sales

Education
University of Minnesota-Duluth   2002 — 2007
BBA, Marketing, Finance

Academy of Holy Angels   1998 — 2002

Lynda (Lenz) Kuehn Lynda (Lenz) Kuehn Greater Minneapolis-St. Paul Area Details
Lynda (Lenz) Kuehn's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Sales Supervision Manager/Corporate Registered Principal II at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Financial Services, Inc.   February 2006 - October 2012
Federal Reserve Bank of Minneapolis  July 2004 - February 2006
Thrivent Financial for Lutherans  February 1996 - June 2004

Skills
Series 7, Series 24, Mutual Funds, Finance, FINRA, Financial Services, Series 6, Investments, Securities, Trading, Estate Planning, Wealth Management, Supervision, Social Media, Marketing, Digital Marketing, Interactive Marketing, Social Media Marketing, Communication, Analytical Skills, Regulatory Compliance, regulatory supervision

Education
University of Minnesota-Duluth   1985 — 1990
BBA, Business Administration

Irondale High School

Carolyn Gallagher Carolyn Gallagher Greater Minneapolis-St. Paul Area Details
Carolyn Gallagher's Ameriprise Financial Services, Inc. Experience 2007 - 2010
Job Vice President Product Management
Industry Financial Services
Experience
U.S. Bank   April 2012 - June 2015
Ameriprise Financial Services, Inc.   2007 - 2010
Ameriprise Financial Services, Inc.   April 2002 - September 2007
American Express  April 1995 - April 2002
American Express  December 1985 - April 1995

Skills
Business Integration, Program Management, Cross-functional Team..., Integration, Business Strategy, PMP, Strategic Planning, Series 7, Process Improvement, Series 24, Budgeting, Team Building, New Business Development, Management, Strategy, Leadership, Marketing, Wealth Management, Investments, Start-ups, Business Development, Budgets, Financial Services, Financial Planning, Business Analysis, Finance, Retirement Planning, Vendor Management, Trusted Business Partner

Education
University of Minnesota Duluth
BA, Finance, Economics, Accounting

Jean Chai Jean Chai Vacaville, California Details
Jean Chai's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2014 - Present
Ameriprise Financial Services, Inc.   1994 - 2014
Ameriprise Financial Services, Inc.   1991 - 1994

Skills
Retirement Income..., Retirement Planning, Retirement Plan..., Wealth Preservation..., Cash Flow Management..., Intergenerational...

Education
University of Minnesota Duluth
Master's degree in Business Administration

Stacy Schweikert Stacy Schweikert Duluth, Minnesota Area Details
Stacy Schweikert's Ameriprise Financial Services, Inc. Experience January 2012 - July 2012
Job Business/Systems Analyst
Industry Information Technology and Services
Experience
University of Minnesota Duluth  July 2012 - Present
Ameriprise Financial Services, Inc.   January 2012 - July 2012
Genesis10  June 2011 - January 2012
University of Minnesota Duluth  September 2010 - May 2011
Essentia Health  November 2010 - March 2011
Subway  August 2004 - August 2010

Skills
Project Management, Business Analysis, Business Process, Integration, Software Documentation, Process Improvement, Software Development, Analysis, Leadership, Management, Testing, Data Warehousing, Visio, Technical Support, Web Development

Education
University of Minnesota-Duluth   2013 — 2016
MEd, Education

University of Minnesota-Duluth   2007 — 2011
BBA, Management Information Systems

Benjamin Posl Benjamin Posl Andover, Minnesota Details
Benjamin Posl's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Marketing Support Specialist at Ameriprise Financial Services, Inc.
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
YMCA of the Greater Twin Cities  October 2014 - August 2015
Unity Hospital  September 2014 - February 2015
University of Minnesota- Duluth  September 2010 - May 2014
Chanhassen Dinner Theatres  May 2013 - August 2013
Texas Roadhouse  June 2009 - August 2013
Target  October 2008 - January 2009

Skills
Public Speaking, Writing, Microsoft Word, PowerPoint, Learning Quickly, Eagerness to Learn, Group Work, Project Coordination, Online Data Entry, Time Management, Social Networking, Project Management, Facebook, Event Planning, Marketing, Microsoft Office, Customer Service, Teamwork, Social Media, Communication

Education
University of Minnesota-Duluth   2010 — 2014
Bachelor's degree, Communication, General

Nishit Charadva, CISA, CIPP/IT Nishit Charadva, CISA, CIPP/IT Greater Minneapolis-St. Paul Area Details
Nishit Charadva, CISA, CIPP/IT's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Senior IT Audit Manager at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc.   2015 - Present
Ameriprise Financial Services, Inc.   July 2013 - Present
Ernst & Young  May 2009 - July 2013
EY  May 2009 - July 2013
Labovitz School of Business & Economics, UMD   May 2005 - April 2009

Skills
IT Audit, Internal Audit, Information Technology, Auditing, Risk Assessment, Project Management, CISA, ITGC, Financial Risk, IT Risk Management, Project Planning, SSAE 16, COSO, Security, Risk Management, Enterprise Risk..., COBIT, Sarbanes-Oxley Act, IT Risk, SOX, Audit, SSAE 16 Report, Design Control, SOC 1, SOC 2, Certified Information..., vendor management..., Risk and Controls, Report Writing, Executive Reporting, Job Coaching, ISO27001, Information Security..., Information Security..., ITIL, Information Security..., Internal Controls, Governance, SOX 404, Process Improvement

Education
University of Minnesota Duluth   2005 — 2008
Accounting and Finance

University of Minnesota-Duluth   2005 — 2008
Bachelors of Accounting, Accounting & Financial Markets

Patty Moren Patty Moren Greater Minneapolis-St. Paul Area Details
Patty Moren's Ameriprise Financial Services, Inc. Experience March 2010 - Present
Job Wealth Strategies and Affluent Marketing Executive
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2010 - Present
Ameriprise Financial Services, Inc.   April 2003 - Present
Ameriprise Financial Services, Inc.   August 1985 - Present
Ameriprise Financial Services, Inc.   April 1999 - April 2003
Ameriprise Financial Services, Inc.   April 1990 - April 1998

Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Finance, Strategy, Marketing, Mutual Funds, Strategic Planning, Financial Analysis, Asset Allocation, Competitive Analysis, Insurance, Financial Advisory, Leadership

Education
University of Minnesota - Carlson School of Management   1989 — 1990
MBA, Finance

University of St. Thomas - Opus College of Business   1978 — 1982
BSA, Business and Accounting

Anita Sandberg Anita Sandberg Saint Paul, Minnesota Details
Anita Sandberg's Ameriprise Financial Services, Inc. Experience
Job Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.  

Skills
Business Analysis, Software Documentation, Technical Writing, Visio, System Testing, User Acceptance Testing, Visual Basic, Adobe LiveCycle Designer, VBA, Software Development, PHP, CSS, HTML, JavaScript, Adobe Creative Suite, Adobe Encore, AppleScript, Photoshop, Lightroom, Portrait Photography, Microsoft Office

Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), English

University of Minnesota-Duluth

Benjamin Mathews Benjamin Mathews Asheville, North Carolina Area Details
Benjamin Mathews's Ameriprise Financial Services, Inc. Experience August 2011 - December 2012
Job Student UNC
Industry Hospitality
Experience
The Grove Park Inn Resort & Spa  June 2013 - Present
Ameriprise Financial Services, Inc.   August 2011 - December 2012
Throwbacks Grille & Bar   December 2010 - August 2011
Chophouse Miami   January 2010 - December 2010
Bootleggers MKE   March 2008 - June 2009

Skills
Financials, Sales, Management, New Store Development, Restaurants, Talent Booking, Bookkeeping, Finance, Mutual Funds, Customer Service

Education
University of Wisconsin-River Falls   2005 — 2006
Business Administration and Management, General

University of Minnesota-Duluth   2003 — 2005
Music, Business

Woodbury Senior High School   2001 — 2003

North Springs High School   1999 — 2001

Brett Staupe Brett Staupe Milford, Massachusetts Details
Brett Staupe's Ameriprise Financial Services, Inc. Experience January 2010 - June 2010
Job Territory Service Rep at The Scotts MiracleGro Company
Industry Financial Services
Experience
Courtyard by Marriott  April 2015 - Present
The Scotts Miracle-Gro Company  August 2012 - Present
Ameriprise Financial Services, Inc.   January 2010 - June 2010
Combined Insurance  July 2008 - May 2009
New York Life Insurance Company  February 2007 - November 2008
TSA  January 2004 - December 2004

Skills
Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Risk Management, Long-term Care, Sales, Customer Service, Retirement Planning, Retirement, Team Building

Education
Worcester State University   1995 — 2000
BS, Economics & Business Administration

University of Wisconsin-Superior
Bachelor of Business Administration (BBA), Railroad and Railway Transportation, A

University of Minnesota-Duluth
N/A, Industrial Engineering

Matthew Tahja Matthew Tahja Moline, Illinois Details
Matthew Tahja's Ameriprise Financial Services, Inc. Experience January 2004 - Present
Job Financial Advisor/ Owner of Ameriprise Financial Services, Inc. Franchise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2004 - Present
Old Chicago Restaurants  June 1996 - December 2003
Out There Advertising  1999 - 2000

Education
University of Minnesota-Duluth   1994 — 2000
Bachelors Degree, Communication, Psychology, Math and Elementary Education

Duluth Central High School   1991 — 1994

Birchwood Elementary

Charlie Knutson CFP®, CBAP® Charlie Knutson CFP®, CBAP® Greater Minneapolis-St. Paul Area Details
Charlie Knutson CFP®, CBAP®'s Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Senior Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2008 - Present
Ameriprise Financial Services, Inc.   April 2004 - January 2008
Ameriprise Financial Services, Inc.   October 2002 - April 2004
Ameriprise Financial Services, Inc.   October 1999 - October 2002
Ameriprise Financial Services, Inc.   March 1997 - October 1999
Ameriprise Financial Services, Inc.   June 1994 - March 1997
Ameriprise Financial Services, Inc.   May 1991 - June 1994
Ameriprise Financial Services, Inc.   May 1989 - May 1991
Ameriprise Financial Services, Inc.   March 1987 - May 1989
Shearson Lehman/American Express  August 1984 - February 1987

Skills
Business Analysis, Requirements Analysis, Series 7, Process Improvement, Analysis, Strategy, PMO, Software Documentation, Project Portfolio..., Financial Services, Requirements Gathering

Education
University of Minnesota-Duluth   1979 — 1983
BA Business Administration/Finance

Pam Pervenanze Pam Pervenanze Greater Minneapolis-St. Paul Area Details
Pam Pervenanze's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Enablement Designer at Anaplan
Industry Information Technology and Services
Experience
Anaplan  May 2015 - Present
Training and Performance Improvement   September 2004 - May 2015
Minnesota Chapter of ISPI   June 2008 - June 2009
Ameriprise Financial Services, Inc.   2006 - 2007
Ceridian  2002 - 2003
3M  March 2001 - September 2001
Fredrickson Communications  1997 - 2000
Quorum Litigation Services  1987 - 1997

Skills
E-learning Development, Instructional Design, Organizational..., Team Management, Captivate, Instructor-led Training, E-learning, Classroom Training, Needs Analysis, E-Learning, Training, Workshop Facilitation, Training Delivery, SnagIt, Technical Writing, Leadership Development, Strategy, Classroom, Project Management, Distance Learning, Employee Training, Software Documentation, Curriculum Design, Blended Learning, Performance Improvement, Performance Consulting, Learning Management, Adult Education, Learning Management...

Education
University of Minnesota-Twin Cities   1999 — 2001
Masters, Human Resource Development

University of Minnesota-Duluth   1978 — 1983
BA, Home Economics

Martin Hughes   1972 — 1976

Jason Hertel Jason Hertel Minneapolis, Minnesota Details
Jason Hertel's Ameriprise Financial Services, Inc. Experience August 2011 - June 2012
Job Director IT Service Delivery at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota  January 2015 - Present
Blue Cross and Blue Shield of Minnesota  June 2012 - January 2015
Ameriprise Financial Services, Inc.   August 2011 - June 2012
TCF Bank  August 2009 - August 2011
Ameriprise Financial  August 2006 - August 2009
Ameriprise Financial  May 2005 - August 2006
American Express Financial Advisors  September 2003 - May 2005
American Express Financial Advisors  January 2003 - August 2003

Skills
ITIL, Six Sigma, IT Service Management, Vendor Management, Business Analysis, Process Improvement, IT Operations, Incident Management, Change Management, Enterprise Architecture, Disaster Recovery, IT Strategy, SharePoint, Project Management, Program Management, SDLC, Infrastructure, IT Management, Visio, Business Process..., Management, Software Development, Enterprise Software, Security, Creative Strategy, Integration, PMP, Project Portfolio...

Education
University of St. Thomas   2003 — 2004
BA, Business Adminstration, Communications

University of Minnesota Duluth   2000 — 2002
MIS, Communications

Jason Wahlberg Jason Wahlberg Greater Minneapolis-St. Paul Area Details
Jason Wahlberg's Ameriprise Financial Services, Inc. Experience January 2004 - January 2006
Job Offering Career & Leadership Opportunities at New York Life & NYLIFE Securities. To learn more call 6514193801.
Industry Financial Services
Experience
New York Life Insurance Company  July 2013 - Present
New York Life Insurance Company  August 2011 - July 2013
BNI - MN  April 2007 - July 2013
BNI-MN  April 2010 - October 2011
Northwestern Mutual  May 2006 - July 2011
Ameriprise Financial Services, Inc.   January 2004 - January 2006

Skills
Training, Financial Recruiting, Recruiting, College Recruiting, Interviewing, Hands on Leader

Education
University of Minnesota-Duluth   2001 — 2006
Bachelor of Accounting, Bachelor of Business Administration - Finance

University of Minnesota-Duluth   2001 — 2006
Bachelor of Business Administration - Finance, Bachelor of Accounting

Mitchell Berg Mitchell Berg Minneapolis, Minnesota Details
Mitchell Berg's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Business Analyst II at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Ameriprise Financial Services, Inc.   April 2012 - August 2013
Ameriprise Financial Services, Inc.   April 2011 - April 2012

Skills
Series 7, Insurance, Series 63, Retirement Planning, Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement, Financial Services, Wealth Management, Finance, Mutual Funds

Education
University of Minnesota Duluth   2006 — 2010
BBA, Finance

Brandon Foxx Brandon Foxx Greater Minneapolis-St. Paul Area Details
Brandon Foxx's Ameriprise Financial Services, Inc. Experience March 2012 - July 2012
Job Business Systems Consultant
Industry Financial Services
Experience
Wells Fargo Insurance Services  May 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   June 2011 - October 2012
Ameriprise Financial Services, Inc.   March 2012 - July 2012
Securian Financial Group  June 2011 - February 2012
Galliard Capital Management  November 2007 - November 2010
Wells Fargo Investments, LLC  August 2004 - November 2007
Wells Fargo and Company  October 2003 - July 2004
Financial Markets Program (UMD)   September 2003 - May 2004

Skills
Excel, Lotus Notes, Mutual Funds, Securities, Microsoft Office, Bloomberg, PAM, SEI, AWR, Word, RightFax, Fixed Income, Outlook, Microsoft Excel, PowerPoint, Financial Reporting, Access, Banking, Financial Services, Investments, Hedge Funds, Trading, Fund Accounting, User Acceptance Testing, Time Management, Data Analysis, Business Requirements, Business Analysis, Back Office, Account Reconciliation, Corporate Actions, Financial Markets, Analysis, Finance

Education
University of Minnesota Duluth   1999 — 2004
BBA, Finance, Economics

Blaine High School   1995 — 1999

Blaine Rude Blaine Rude Greater Minneapolis-St. Paul Area Details
Blaine Rude's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Sales Executive
Industry Wholesale
Experience
Panacea Healthcare Solutions  2012 - 2013
Webb Candy   2009 - 2012
LA Fitness  2008 - 2009
REMAX/ARN   2004 - 2008
Ameriprise Financial Services, Inc.   2003 - 2005
Life Time Fitness  1997 - 2001

Skills
Sales, Personal Training, Wellness, New Business Development, Team Building, Customer Service, Strategic Planning, Leadership, Management, Marketing, Coaching, Microsoft Office

Education
University of Minnesota Duluth   1988 — 1991
Mathematics

Robert Goffman Robert Goffman Greater Minneapolis-St. Paul Area Details
Robert Goffman's Ameriprise Financial Services, Inc. Experience May 2010 - January 2013
Job IT Management / Agile Coach / Scrum Master / Project Manager / Consultant
Industry Information Technology and Services
Experience
St. Jude Medical via Experis   August 2014 - Present
Best Buy via ITR Group   January 2014 - June 2014
CHS via ITR Group   January 2013 - January 2014
Ameriprise Financial Services, Inc.   May 2010 - January 2013
Northwest Airlines  December 2007 - May 2010
Delta Air Lines  December 2007 - May 2010
Ameriprise Inc   January 2007 - September 2007
RBC Dain Rauscher  September 2006 - December 2006
Ceridian Corporation  May 2006 - September 2006
Tech-Pro  December 2005 - May 2006

Skills
Business Analysis, Strategy, Program Management, Management, Process Improvement, Business Process, Risk Management, CRM, Change Management, Project Management, Leadership, Business Process..., Consulting, SDLC, Project Portfolio..., Enterprise Software, Business Development, Integration, Information Technology, Vendor Management, Cross-functional Team..., Finance, Executive Management, PMO, Budgets, Human Resources, Team Management, Customer Service, Project Planning, Management Consulting, Business Strategy, Outsourcing, Process Engineering, Capital Markets, Start-ups, Financial Modeling, PMP, Analysis, Mergers & Acquisitions, IT Strategy, Business Intelligence, Coaching, Equities, MS Project, Mergers, Software Development, Negotiation, Mobile Technology, Mobile Applications, Mobile Devices

Education
University of Minnesota - Carlson School of Management   1995 — 1997
MBA, Finance

University of Rochester   1986 — 1990
BA, Economics, Political Science

JP Stevens   1983 — 1986

Josh Dau Josh Dau Greater Milwaukee Area Details
Josh Dau's Ameriprise Financial Services, Inc. Experience August 2001 - June 2002
Job at Assurant Health
Industry Insurance
Experience
Assurant Health  August 2012 - Present
Assurant Health  July 2009 - August 2012
Godfrey & Kahn  September 2005 - July 2009
Ameriprise Financial Services, Inc.   August 2001 - June 2002
Fortis Financial Group  May 2000 - July 2001
Principal Financial Group  June 1996 - May 2000

Skills
Health Insurance, Healthcare Compliance, Health Care Reform, Individual Health..., Insurance, Financial Risk, Analysis, Actuarial Science, Idea Generation, Legal Research, Litigation, Medical Compliance, New Business Development, Profit Margins, Profitable Growth, Risk Analysis, Risk Management, Supplemental Health, Underwriting

Education
University of Minnesota Law School   2002 — 2005
JD, Law

University of Minnesota-Duluth   1992 — 1996
BS, Math, Economics

Seema Hassan Seema Hassan Greater Minneapolis-St. Paul Area Details
Seema Hassan's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Ameriprise Trust Company
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   May 2011 - January 2015
Allianz Life  2008 - 2011
Link Real Estate Services, Ltd.   2003 - 2008
American Express Financial Advisors Inc, Mutual Funds Products and Distribution   1997 - 2003
American Express Financial Advisors, Inc., Investment Accounting   1995 - 1997
American Express Financial Advisors, Inc., American Express Trust   1993 - 1995

Skills
•Strong written and..., •Exceptional..., •Well regarded for..., •Demonstrated ability..., •Proficient in Word,..., •Allianz OPEX White..., •Project Management..., •PAM, SAP, PORTIA,..., •Analysis Tools: CDA...

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

University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics

Julie Friend Julie Friend Greater Minneapolis-St. Paul Area Details
Julie Friend's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2015 - Present
Ameriprise Financial Services, Inc.   December 2014 - September 2015
Ameriprise Financial Services, Inc.   August 2010 - November 2014
Atritech  October 2009 - August 2010
Sony Pictures Television  November 2007 - June 2009

Skills
Outlook, Visio, Microsoft Office, Lotus Notes, Ariba, Concur, UPS, AXIOM Business Travel, PeopleSoft, IBM OrderNow!, InterCall, ConferencePlus, WebEx, Archer Tech, SharePoint, Archer, Business Analysis, Customer Service, Financial Services, Leadership, Management, Microsoft Excel, Process Improvement, Risk Management, Time Management, Vendor Management

Education
University of Minnesota Duluth   2002 — 2006
BA, Communication, Psychology

Stillwater Area High School   1998 — 2002

Steve Stroup Steve Stroup Greater Minneapolis-St. Paul Area Details
Steve Stroup's Ameriprise Financial Services, Inc. Experience May 2011 - December 2011
Job Vice President at Financial Services Company
Industry Financial Services
Experience
Financial Services Industry- Securities Brokerage   February 2014 - Present
State of Minnesota  January 2011 - February 2014
Ameriprise Financial Services, Inc.   May 2011 - December 2011
Wells Fargo Home Mortgage  May 2009 - May 2011
Gemini Investors  December 2006 - September 2008
TEALWOOD ASSET MANGEMENT   October 2004 - September 2006
Piper Jaffray  June 2003 - February 2004
BALYASNY ASSET MANAGEMENT  January 1999 - January 2003

Skills
Investments, Financial Modeling, Financial Analysis, Hedge Funds, Securities, Series 7, Series 24, Series 63, Series 52, Series 53, Series 66, Equity investment..., investment strategy, Fixed Income, Due Diligence, Research, Client Service, Valuation, Private Equity, Capital Markets, Equity Research, Industry Analysis, Asset Management, Trading, Financial Services

Education
University of Minnesota - Carlson School of Management   2006 — 2008
MBA, Finance

University of Wisconsin-Madison   1991 — 1995
BA, Political Science

Jason Dreger Jason Dreger Greater Minneapolis-St. Paul Area Details
Jason Dreger's Ameriprise Financial Services, Inc. Experience September 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1998 - Present

Education
University of Minnesota Duluth   1989 — 1994

Michael F. Sobczyk Michael F. Sobczyk Minneapolis, Minnesota Details
Michael F. Sobczyk's Ameriprise Financial Services, Inc. Experience April 2005 - September 2006
Job Experienced Financial Analyst
Industry Financial Services
Experience
Insignia Systems  July 2007 - March 2012
Ameriprise Financial Services, Inc.   April 2005 - September 2006
Ameriprise Financial Services, Inc.   October 2001 - April 2005
Ameriprise Financial Services, Inc.   February 2000 - October 2001

Skills
Account Reconciliation, Pricing, Platinum, OMNI, Goldmine, Microsoft Office, Analysis, Leadership

Education
University of Minnesota Duluth   1989 — 1997
B.A., History

Sara Wittgenstein (Sigtermans) Sara Wittgenstein (Sigtermans) Greater Minneapolis-St. Paul Area Details
Sara Wittgenstein (Sigtermans)'s Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Senior Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Ameriprise Financial Services, Inc.   May 2009 - May 2015
Target  December 2001 - January 2009
Minnesota Power  September 2000 - August 2001

Skills
Cross-functional Team..., Sales, Strategy, Process Improvement, Vendor Management, Project Management, Customer Service, Retail, Team Leadership, Leadership, Business Analysis, Team Building, Performance Management, Budgets, Microsoft Excel, Microsoft Office, Project Planning, Program Management, Management

Education
University of Minnesota Duluth

Jaime Berglund Jaime Berglund Greater Minneapolis-St. Paul Area Details
Jaime Berglund's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job Associate Analyst
Industry Financial Services
Experience
Springsted Incorporated  June 2014 - Present
CU Companies  February 2013 - April 2014
Wells Fargo Home Mortgage  May 2012 - January 2013
Wells Fargo Home Mortgage  August 2009 - January 2013
Wells Fargo Home Mortgage  August 2009 - February 2010
Minnesota DFL  June 2008 - December 2008
Ameriprise Financial Services, Inc.   2006 - 2008

Skills
Mortgage Lending, Loans, FHA, Refinance, Real Estate, Investors, Management, Research, Recruiting, Condos, Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Word, Strategic Planning, Outlook, Public Speaking, Data Entry, Process Improvement

Education
University of Minnesota Duluth   2002 — 2006
Bachlors, Political Science, Journalism

Steve Kumagai, CFP®, CRPC® Steve Kumagai, CFP®, CRPC® Greater Minneapolis-St. Paul Area Details
Steve Kumagai, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 1983 - December 2001
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
TruCairn Advisors, a private wealth advisory practice of Ameriprise Financial   January 2003 - Present
Ameriprise Financial Services, Inc.   June 1983 - December 2001
Control Data Corporation  June 1970 - June 1983

Education
College For Financial Planning   2008 — 2011
Certified Financial Planner, Fnancial Planning

College for Financial Planning   2005 — 2006
Chartered Retirement Planning Counselor, Retirement Planning

University of Minnesota - Carlson School of Management   1966 — 1972
BSB, MA-IR, Business Administration, Human Resource Management

Dan Knutson Dan Knutson Greater Minneapolis-St. Paul Area Details
Dan Knutson's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Senior Product Manager Mutual Funds & 529 Plans at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial Services, Inc.   September 2011 - March 2013
Ameriprise Financial  September 2006 - September 2011
Ameriprise Financial  2003 - 2006
Ameriprise Financial  2001 - 2003
Ameriprise Financial  1999 - 2000
Ameriprise Financial  1999 - 1999

Education
University of Minnesota-Duluth   1994 — 1999
BA, BBA, Economics, Marketing

Laura McHugh Laura McHugh Greater Minneapolis-St. Paul Area Details
Laura McHugh's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Senior Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Ameriprise Financial  September 2009 - Present
Ameriprise Financial  January 2007 - August 2009
Ameriprise  July 2003 - January 2007
Ameriprise Financial  January 1997 - July 2003

Skills
Leadership, Business Planning, Strategic Planning, Strategy, Leadership Development, Program Management, Business Strategy, Management, Financial Services, Strategic Financial...

Education
University of Minnesota Duluth   1988 — 2003
Bachelors, Business Administration, HR and Communications

Michele Sandberg Miley Michele Sandberg Miley Greater Minneapolis-St. Paul Area Details
Michele Sandberg Miley's Ameriprise Financial Services, Inc. Experience Sales Supervision ManagerAmeriprise Financial Services, Inc.May 2010 - March 2015
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   Sales Supervision ManagerAmeriprise Financial Services, Inc.May 2010 - March 2015
RiverSource Fund Distributors, Inc at Ameriprise Financial   October 2009 - May 2010
U.S. Bancorp Investments, Inc.   April 2007 - October 2009
TCF Bank  December 2004 - July 2006
Deephaven Capital Management  April 2002 - September 2004
Dougherty & Company  July 1999 - July 2001
Wells Fargo Investments  September 1997 - June 1999
RBC Dain Rauscher  September 1995 - September 1997

Skills
Customer Service, Risk Management, Financial Services, Series 7, Series 9/10, Series 24, Series 66

Education
Little Falls Community High School

University of Minnesota Duluth
BA, Chemistry and Spanish

Lisa Jeppesen Lisa Jeppesen Greater Minneapolis-St. Paul Area Details
Lisa Jeppesen's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Senior Tax Accountant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
US Bank  December 2006 - October 2013
Metris Companies  August 2003 - October 2006

Skills
Tax Accounting, Corporate Tax, Tax, Accounting, Income Tax

Education
University of Minnesota-Crookston   2011 — 2013

Nick Moriarty Nick Moriarty Seattle, Washington Details
Nick Moriarty's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Integrated Equity Management, Inc.   September 2013 - February 2014
Ameriprise Financial Services, Inc.   July 2011 - September 2013
The Home Depot  May 2009 - June 2011

Education
University of Minnesota-Duluth   2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Management, Minor in Psychology

Bob Lenihan Bob Lenihan Greater Denver Area Details
Bob Lenihan's Ameriprise Financial Services, Inc. Experience April 1991 - June 1993
Job Senior Vice President at Vectra Bank
Industry Banking
Experience
Vectra Bank  April 2001 - Present
U.S. Bank   March 1999 - March 2001
U.S. Bank - Rocky Mountain BankCard Division   September 1996 - March 1999
U.S. Bank   October 1995 - September 1996
U.S. Bank   June 1993 - October 1995
Ameriprise Financial Services, Inc.   April 1991 - June 1993

Skills
Credit, Treasury Management, Business Relationship..., Depository Services, Commercial Banking, Business Development, Budgets, Goal Oriented, Finance, Portfolio Management, Corporate Finance, Financial Services, Cash Management, Commercial Lending, Foreign Exchange, Small Business Lending, Banking, Strategy, Financial Analysis

Education
University of Minnesota-Duluth   1984 — 1990
Bachelor of Business Administration (B.B.A.), Finance Major, Ecomonics Minor

Erik Rosvold CFP, CRPC Erik Rosvold CFP, CRPC Greater Minneapolis-St. Paul Area Details
Erik Rosvold CFP, CRPC's Ameriprise Financial Services, Inc. Experience January 2004 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2004 - Present
American Express  January 2000 - December 2003

Education
University of Minnesota-Duluth   1993 — 1997
Bachelor of Business Administration (B.B.A.) & Bachelor of Arts (B.A.), Economics

Dylan Stenglein Dylan Stenglein Minneapolis, Minnesota Details
Dylan Stenglein's Ameriprise Financial Services, Inc. Experience January 2012 - August 2013
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource  August 2013 - Present
Ameriprise Financial Services, Inc.   January 2012 - August 2013
RiverSource Insurance  February 2010 - January 2012
Ameriprise Financial  March 2008 - February 2010
Thrivent Financial  August 2007 - March 2008
Cintas Corporation  April 2006 - August 2007
Cintas Corporation  May 2004 - April 2006
Wisconsin Home Furnishings   January 2001 - January 2003

Skills
Customer Relations, Sales Management, Retirement Planning, Customer Satisfaction, Investments, Insurance, Disability Insurance, Financial Planning, Fishing, Series 7, Series 66, CMFC, Mutual Funds, Life Insurance, Employee Training, Strategic Financial..., Uniform Combined State..., Series 63, Fixed Annuities, Customer Service, Wealth Management, Retirement, Financial Services, Securities, Series 6, Asset Allocation, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Long-term Care, FINRA, Financial Advisory, Variable Annuities, Annuity Sales, Investment Strategies, Estate Planning

Education
University of Minnesota-Duluth   1999 — 2004
History, Sales, Marketing

Anoka High School   1994 — 1997

Kiel Auer Kiel Auer Greater Minneapolis-St. Paul Area Details
Kiel Auer's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Middle Office Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
The Hartford  January 2014 - January 2015
Wells Fargo Home Mortgage  April 2012 - January 2014
Wells Fargo Home Mortgage  October 2011 - April 2012
Mid American Financial Group.  July 2009 - September 2011
Menards  August 2008 - May 2009
Menards  September 2006 - May 2007

Skills
Small Business, Business Development, Risk Management, Customer Service, Strategic Planning, Sales, Insurance, Financial Analysis, Project Planning, Investments, Management, Portfolio Management, Finance, Marketing, Loans, Leadership, Marketing Strategy, Banking, Credit, Team Leadership, Mortgage Lending, Analysis, Business Planning, Microsoft Excel, Microsoft Office

Education
University of Minnesota Duluth   2003 — 2008
Economics, Finance and Economics

Greg Nash Greg Nash Greater Minneapolis-St. Paul Area Details
Greg Nash's Ameriprise Financial Services, Inc. Experience January 2006 - January 2008
Job Senior Buyer at Minneapolis Public Schools
Industry Education Management
Experience
Minneapolis Public Schools  January 2012 - Present
Lawson Software  January 2008 - January 2012
Ameriprise Financial Services, Inc.   January 2006 - January 2008
Piper Jaffray  January 2001 - January 2006
Deluxe Corporation  January 1985 - January 2001

Skills
Contract Negotiating, Strategic Sourcing, Project Management, Procurement, Vendor Management, Cost Saving Initiatives, Supplier Negotiation, Supply Chain, Manufacturing, Contract Negotiation, Purchasing, Business Process..., Process Improvement, Forecasting, Cross-functional Team..., Management, Customer Service

Education
University of Minnesota-Duluth
BA

Mark W Held Mark W Held Greater Minneapolis-St. Paul Area Details
Mark W Held's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Supervisor Corporate Registered Principal at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
Ameriprise Financial Services, Inc.   April 2001 - September 2011
PrimeVest Financial Services  February 2000 - April 2001

Education
University of Minnesota-Duluth   1984 — 1989
Bachelor of Arts, Economics

Erin Klaphake Erin Klaphake Greater Minneapolis-St. Paul Area Details
Erin Klaphake's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Senior Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Ameriprise Financial Services, Inc.   April 2012 - November 2013
Ameriprise Financial Services, Inc.   November 2009 - April 2012
Ameriprise Financial Services, Inc.   April 2008 - November 2009
Anderson Ladd   May 2005 - April 2008

Skills
Business Analysis, Leadership, Process Improvement, Microsoft Office, Program Management, Analysis, Customer Service, Financial Services, Outlook, Data Analysis, Team Leadership

Education
University of Mary   2009 — 2011
MBA in Management, Business Management

University of Minnesota Duluth   2000 — 2005
B.A. in Communications, Communications, Psychology

Karen Onken Karen Onken Greater Minneapolis-St. Paul Area Details
Karen Onken's Ameriprise Financial Services, Inc. Experience December 1998 - Present
Job Retired
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1998 - Present
Arrowhead Regional Corrections  1979 - 1981
Arrowhead Juvenile Detention Center   1975 - 1979

Skills
Courts, Process Improvement, Customer Service, Private Investigations, Microsoft Office, Corrections, Financial Analysis, Hearings

Education
University of Minnesota Duluth   1971 — 1976
BS, Criminology

Jeff Trosvig Jeff Trosvig Minneapolis, Minnesota Details
Jeff Trosvig's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Finance Analyst at Ameriprise Financial Services, Inc.
Industry Oil & Energy
Experience
Ameriprise Financial Services, Inc.   December 2013 - Present
DC Group  October 2012 - September 2013
Wells Fargo  November 2011 - November 2012
Men's Club Ultimate Frisbee   September 2006 - May 2010
Alliant Techsystems  June 2008 - August 2008
Alliant Techsystems  May 2007 - August 2007

Skills
Microsoft Excel, Financial Analysis, Financial Statement..., Finance, Financial Modeling, PowerPoint, Financial Forecasting, Microsoft Office, Leadership, Outlook, Sales, Process Improvement, Management

Education
University of Minnesota-Duluth   2005 — 2010
Bachelor's, Finance

University of Minnesota-Duluth   2005 — 2010
Bachelor of Business Administration (B.B.A.), Psychology

Robert Weiler, CFA Robert Weiler, CFA Greater Minneapolis-St. Paul Area Details
Robert Weiler, CFA's Ameriprise Financial Services, Inc. Experience December 2005 - June 2006
Job Investment Officer at Minnesota State Board of Investment
Industry Financial Services
Experience
Minnesota State Board of Investments   December 2014 - Present
Jeffrey Slocum & Associates  June 2010 - December 2014
Piper Jaffray  June 2006 - June 2010
Ameriprise Financial Services, Inc.   December 2005 - June 2006
Ameriprise Financial Services, Inc.   June 2004 - December 2005

Skills
Hedge Funds, Investments, Portfolio Management, Valuation, Mutual Funds, Investment Management, Bloomberg, Equities, Asset Managment, Financial Analysis, Asset Management, Equity Research, Strategic Financial..., Analysis, Due Diligence, Insurance, Asset Allocation, Alternative Investments

Education
University of Minnesota - Carlson School of Management   2001 — 2004
MBA, Finance

University of Wisconsin-Madison   1994 — 1998
Bachelor of Business Administration (BBA), Finance, General

Alex Geray Alex Geray Denver, Colorado Details
Alex Geray's Ameriprise Financial Services, Inc. Experience July 2011 - January 2013
Job Process Consultant at PTC
Industry Management Consulting
Experience
PTC  February 2013 - Present
Ameriprise Financial Services, Inc.   July 2011 - January 2013
University of Minnesota Duluth  September 2007 - May 2011

Skills
Agile Methodologies, Agile Project Management, Windchill, Agile Testing, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Software Consulting, Product Lifecycle..., Requirements Analysis, Java, Change Management, Feature Design, Defect Tracking, VMware Workstation, Microsoft Word, XML, Feature Testing, Customer Service, Leadership, Time Management, InService

Education
University of Minnesota Duluth   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General

Tartan High School   2003 — 2007

Steve Gibson, CFP® Steve Gibson, CFP® Greater Chicago Area Details
Steve Gibson, CFP®'s Ameriprise Financial Services, Inc. Experience February 1998 - March 2003
Job Wealth Transfer Specialist at Plante Moran
Industry Insurance
Experience
Plante Moran  June 2014 - Present
Plante Moran Financial Advisors  March 2013 - Present
Fifth Third Securities  September 2009 - March 2013
Citi  March 2003 - August 2008
Ameriprise Financial Services, Inc.   February 1998 - March 2003

Skills
Financial Analysis, Portfolio Management, Retirement Planning, Wealth Management, Insurance, Estate Planning, Business Planning, Life Insurance, Strategic Financial..., Mutual Funds

Education
University of Minnesota - Carlson School of Management   1995 — 1999
BSB, Finance, General

Thomas Schraufnagel Thomas Schraufnagel Greater Minneapolis-St. Paul Area Details
Thomas Schraufnagel's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Senior Specialist, Business Systems at Target
Industry Retail
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Target  March 2014 - March 2015
Target  October 2012 - March 2014
US Bank  April 2011 - October 2012
Calhoun Companies  April 2009 - April 2011
Calhoun Companies  April 2007 - April 2009
Easton Publishing   June 2006 - June 2007

Skills
Analysis, Real Estate, Mergers, Small Business, Financial Analysis, Project Management, New Product..., Software Implementation, Business Analysis, Management, Marketing, Mergers, Due Diligence, Process Improvement, Sales, Strategic Planning, Microsoft Office, Leadership, Strategy, Customer Service, Team Leadership

Education
University of Minnesota - Carlson School of Management   2012 — 2014
MBA, Strategy and Finance

University of St. Thomas   2005 — 2009
Bachelor of Arts, Business Administration; Business Communications

Brian Lorntson Brian Lorntson Greater Minneapolis-St. Paul Area Details
Brian Lorntson's Ameriprise Financial Services, Inc. Experience March 2011 - September 2011
Job Customer Service Specialist
Industry Insurance
Experience
Sedgwick Claims Management Inc  May 2015 - Present
Benesyst, A TASC Company  December 2014 - May 2015
3M  February 2013 - December 2014
Ameriprise Financial Services, Inc.   March 2011 - September 2011
Prudential Financial  May 2006 - July 2010
Prudential Financial  March 2002 - April 2006
Prudential Financial  November 2000 - March 2002
John Alden/Fortis Health Insurance   June 1999 - September 2000

Skills
Insurance, Health Insurance, Call Center, Life Insurance, Building Relationships, Retirement, Brokers, Customer Service, Employee Benefits, Financial Services, Series 6

Education
McGregor High School   1980 — 1984
Diploma, High School

University of Minnesota-Duluth
Bachelor of Science, Communications

Kristin Goldman Kristin Goldman Eden Prairie, Minnesota Details
Kristin Goldman's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Forecast and Capacity Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Ameriprise Financial Services, Inc.   May 2011 - Present
Ameriprise Financial  January 2009 - April 2011
Ameriprise Financial  January 2000 - January 2009
Fortress Publishing   January 1998 - January 2000

Skills
Process Improvement, Business Process..., Business Analysis, Change Management, Financial Services, Vendor Management, Leadership, Program Management, Microsoft Office

Education
University of St. Thomas   2000 — 2006
MBA, Marketing

University of Minnesota Duluth   1991 — 1996
BBA, Organizational Management

Rodney Tahija Rodney Tahija Greater Minneapolis-St. Paul Area Details
Rodney Tahija's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Network Engineer at Ameriprise Financial Services, Inc.
Industry Telecommunications
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
XO Communications  August 2010 - March 2012
Qwest Communications  November 1997 - November 2008
Qwest Communications  July 1987 - November 1997

Skills
VoIP, Ethernet, VPN, Cisco, Switches, Firewall Administration, Firewall Management, Routers, Routing Protocols, Load Balancing, Cisco Technologies, Cisco Routers, Cisco Nexus

Education
University of Minnesota Duluth   1984 — 1986
Engineering

Richard English Richard English Greater Minneapolis-St. Paul Area Details
Richard English's Ameriprise Financial Services, Inc. Experience September 2014 - October 2014
Job Access database developer
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - October 2014
Ameriprise Financial Services, Inc.   July 2014 - September 2014
Ecolab  April 2014 - May 2014
Ameriprise Financial Services, Inc.   November 2013 - December 2013
Aimia Inc  May 2013 - August 2013
DST Brokerage Solutions  March 2013 - May 2013
Wells Fargo  May 2012 - October 2012
Medtronic  December 2011 - December 2011
General Mills  November 2011 - December 2011
Cargill  March 2010 - April 2010

Skills
Microsoft Certified IT..., Microsoft Certified IT..., Microsoft Certified IT..., Analysis, SQL, Requirements Analysis, Business Process..., Access Database, VBA, Visual Basic, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Mathematics

Education
University of Minnesota - Carlson School of Management   1988 — 1990
MBA, Finance

Kenneth Hanson Kenneth Hanson Greater Minneapolis-St. Paul Area Details
Kenneth Hanson's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Regional Sales Director at RiverSource Life Insurance
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Symetra Financial  May 2008 - December 2010
American National Insurance Company  July 2006 - May 2008
Kelmoore Investment Company  January 2001 - January 2006
First Variable Life Insurance Company   January 1999 - January 2001
Fortis Financial Group  1991 - 1997

Education
University of Minnesota Duluth
Bachelor, Business Administration

Clem (Claudia) Gehrig Clem (Claudia) Gehrig Greater Minneapolis-St. Paul Area Details
Clem (Claudia) Gehrig's Ameriprise Financial Services, Inc. Experience 1974 - 2011
Job Independent Financial Services Professional
Industry Financial Services
Experience
Home  April 2011 - Present
Ameriprise Financial Services, Inc.   1974 - 2011

Skills
Fixed Annuities, Securities, Variable Annuities, Wealth Management, Mutual Funds, Series 63, Insurance

Education
UMD

University of Minnesota Duluth

Shawna Pfau Shawna Pfau Minneapolis, Minnesota Details
Shawna Pfau's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Manager | Portfolio Administration & Reporting at Columbia Management Investment Advisers, LLC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
Wells Fargo  February 2006 - October 2011
Wells Fargo  August 2005 - May 2006
Wells Fargo  May 2003 - July 2005

Skills
Investments, Portfolio Management, Asset Allocation, Financial Services, Financial Analysis, Retirement Planning, Mutual Funds, Series 7

Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance and Financial Management Services

Dustin Gonzales Dustin Gonzales Saint Paul, Minnesota Details
Dustin Gonzales's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Region Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
GAIN Capital  December 2010 - June 2012

Skills
Series 7, Retirement Planning, Sales Management, Account Management, Wealth Management, Sales, Strategic Financial..., Portfolio Management, Salesforce.com, Series 63, Forecasting, Fixed Annuities

Education
University of Minnesota-Duluth

Daniel Grove Daniel Grove Elk River, Minnesota Details
Daniel Grove's Ameriprise Financial Services, Inc. Experience January 2006 - May 2013
Job Senior Tax Accountant UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group  June 2013 - Present
Ameriprise Financial Services, Inc.   January 2006 - May 2013

Skills
Tax, Strategic Financial..., Financial Analysis, Accounting, Financial Reporting, Income Tax, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Corporate Tax, Financial Accounting, Investments, Foreign Investment, SEC filings, Tax Accounting, Tax Returns

Education
University of Minnesota-Duluth   2000 — 2005
Bachelor of Accounting, Accounting and Finance

Pamela Gorton Pamela Gorton Osseo, Minnesota Details
Pamela Gorton's Ameriprise Financial Services, Inc. Experience July 2003 - April 2007
Job Business Systems Consultant 3 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2007 - Present
Ameriprise Financial Services, Inc.   July 2003 - April 2007
American Express  September 2000 - July 2003

Skills
Requirements Analysis, Business Requirements, Requirements Gathering, Visio

Education
University of Minnesota-Duluth
Bachelor of Science (B.S.)

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