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
Dianne Neal Blixt Dianne Neal Blixt's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Board Member at Ameriprise Financial Services, Inc.
Industry Consumer Goods
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Lorillard January 2011 - June 2015
Reynolds American August 1988 - March 2008
Skills
Budgets, Strategic Planning, Negotiation, Marketing Strategy, Business Strategy, Cross-functional Team..., Business Planning, Contract Negotiation, Leadership, Sales, Start-ups
Education
University of North Carolina at Greensboro 1977 — 1981
Master of Business Administration (M.B.A.), Finance
Ameriprise Financial Services, Inc. 2014 - Present
Lorillard January 2011 - June 2015
Reynolds American August 1988 - March 2008
Skills
Budgets, Strategic Planning, Negotiation, Marketing Strategy, Business Strategy, Cross-functional Team..., Business Planning, Contract Negotiation, Leadership, Sales, Start-ups
Education
University of North Carolina at Greensboro 1977 — 1981
Master of Business Administration (M.B.A.), Finance
Larry K. Fox, CLU®, ChFC®, CFP® Larry K. Fox, CLU®, ChFC®, CFP®'s Ameriprise Financial Services, Inc. Experience February 1993 - March 2007
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Larry K. Fox & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. March 2007 - Present
Ameriprise Financial Services, Inc. February 1993 - March 2007
Ameriprise Financial March 1974 - February 1993
Ameriprise Financial Services, Inc. October 1971 - March 1974
Education
University of Northern Iowa
Bachelor's degree, Marketing
Larry K. Fox & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. March 2007 - Present
Ameriprise Financial Services, Inc. February 1993 - March 2007
Ameriprise Financial March 1974 - February 1993
Ameriprise Financial Services, Inc. October 1971 - March 1974
Education
University of Northern Iowa
Bachelor's degree, Marketing
Nathaniel Krakow, CRPC® Nathaniel Krakow, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2005 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2005 - Present
Liberty ECS 2006 - 2008
Advantage Entertainment and Marketing 2001 - 2004
Education
University of New Hampshire 2000 — 2005
B.S., Psychology
University of New Hampshire 2000 — 2002
Applied Business Management, Business Management in Computing
Ameriprise Financial Services, Inc. November 2005 - Present
Liberty ECS 2006 - 2008
Advantage Entertainment and Marketing 2001 - 2004
Education
University of New Hampshire 2000 — 2005
B.S., Psychology
University of New Hampshire 2000 — 2002
Applied Business Management, Business Management in Computing
Ky Fiser Ky Fiser's Ameriprise Financial Services, Inc. Experience November 2001 - July 2012
Job CFP®, Private Wealth Manager, Fiser Wealth Management
Industry Financial Services
Experience
Fiser Wealth Management July 2012 - Present
Ameriprise Financial Services, Inc. November 2001 - July 2012
Skills
Strategy, Small Business, Insurance, Management, Strategic Planning, Uniform Combined State..., Retirement Planning, Leadership, Series 7, Finance, Financial Services, Wealth Management, Investments, Wealth, Series 63, Mutual Funds, Financial Advisory, Securities, Investment Advisory, Strategic Financial..., Retirement, Estate Planning, 401k, Financial Planning
Education
University of North Texas
BA, Finance Real Estate
Fiser Wealth Management July 2012 - Present
Ameriprise Financial Services, Inc. November 2001 - July 2012
Skills
Strategy, Small Business, Insurance, Management, Strategic Planning, Uniform Combined State..., Retirement Planning, Leadership, Series 7, Finance, Financial Services, Wealth Management, Investments, Wealth, Series 63, Mutual Funds, Financial Advisory, Securities, Investment Advisory, Strategic Financial..., Retirement, Estate Planning, 401k, Financial Planning
Education
University of North Texas
BA, Finance Real Estate
Laura (Waldrup) Enwere, CFP®, CRPC®, APMA® Laura (Waldrup) Enwere, CFP®, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Financial Advisor, Associate Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2007 - Present
Guaranty Bank June 2006 - August 2006
University of North Texas August 2004 - May 2006
Education
University of North Texas 2003 — 2007
BBA, Financial Services, magna cum laude
Ameriprise Financial Services, Inc. September 2007 - Present
Guaranty Bank June 2006 - August 2006
University of North Texas August 2004 - May 2006
Education
University of North Texas 2003 — 2007
BBA, Financial Services, magna cum laude
Joshua Katcher CFP® Joshua Katcher CFP®'s Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
ING Financial Partners June 2004 - July 2012
Hampton-Dumont Schools August 2000 - June 2004
Education
University of Northern Iowa 1995 — 1997
Bachelor's degree, Teaching and Math
Northeast Iowa Area Community College 1993 — 1995
Associate of Arts (A.A.), Mathematics
Ameriprise Financial Services, Inc. July 2012 - Present
ING Financial Partners June 2004 - July 2012
Hampton-Dumont Schools August 2000 - June 2004
Education
University of Northern Iowa 1995 — 1997
Bachelor's degree, Teaching and Math
Northeast Iowa Area Community College 1993 — 1995
Associate of Arts (A.A.), Mathematics
Andrew Dadisman Andrew Dadisman's Ameriprise Financial Services, Inc. Experience April 2013 - May 2014
Job Actuarial Student
Industry Insurance
Experience
Wells Fargo Investments May 2015 - Present
Wells Fargo Advisors September 2014 - January 2015
Ameriprise Financial Services, Inc. April 2013 - May 2014
University of Northwestern - St. Paul January 2013 - November 2013
Skills
Teamwork, Leadership, Critical Thinking, Problem Solving, Data Analysis, Research, Keen Listener, Microsoft Excel, Accepting Responsibility, Knowledge-hungry Learner, Customer Service, SQL, Matlab, Java, Microsoft Word, PowerPoint
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, Accounting Minor, Senior
Wells Fargo Investments May 2015 - Present
Wells Fargo Advisors September 2014 - January 2015
Ameriprise Financial Services, Inc. April 2013 - May 2014
University of Northwestern - St. Paul January 2013 - November 2013
Skills
Teamwork, Leadership, Critical Thinking, Problem Solving, Data Analysis, Research, Keen Listener, Microsoft Excel, Accepting Responsibility, Knowledge-hungry Learner, Customer Service, SQL, Matlab, Java, Microsoft Word, PowerPoint
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, Accounting Minor, Senior
Kathleen Drake Kathleen Drake's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Morgan Stanley Smith Barney June 1994 - May 2009
Education
University of Northern Colorado 1977 — 1981
BS, Business Administration
Ameriprise Financial Services, Inc. May 2009 - Present
Morgan Stanley Smith Barney June 1994 - May 2009
Education
University of Northern Colorado 1977 — 1981
BS, Business Administration
Jim Groce CFP®, NSSA, CRPC's Ameriprise Financial Services, Inc. Experience March 1998 - March 2006
Job Wealth Management Advisor
Industry Financial Services
Experience
Texas Financial Resources - Jim Groce Financial Strategies LLC January 2013 - Present
Spectrum Financial Group December 2008 - January 2013
Hanson McClain Advisors March 2006 - December 2008
Ameriprise Financial Services, Inc. March 1998 - March 2006
Skills
Retirement Planning, Financial Planning, Financial Advisory, Wealth Management
Education
University of New Orleans 1977 — 1980
Texas Financial Resources - Jim Groce Financial Strategies LLC January 2013 - Present
Spectrum Financial Group December 2008 - January 2013
Hanson McClain Advisors March 2006 - December 2008
Ameriprise Financial Services, Inc. March 1998 - March 2006
Skills
Retirement Planning, Financial Planning, Financial Advisory, Wealth Management
Education
University of New Orleans 1977 — 1980
Gerald Summerlin Gerald Summerlin's Ameriprise Financial Services, Inc. Experience September 1993 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1993 - Present
Education
University of North Carolina at Charlotte 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. September 1993 - Present
Education
University of North Carolina at Charlotte 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Robert Edmonds, CFP® Robert Edmonds, CFP®'s Ameriprise Financial Services, Inc. Experience 1984 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1984 - Present
Ameriprise Financial Services, Inc. 1985 - 1995
Skills
Client Management, Relationship Building, Business Planning, Business Strategy, Client Relationships, Coaching, Community Service, Customer Experience, Decision-making, Diligence, Education Planning, Leadership, Protection Planning, Public Speaking, Skilled Communicator, Strategic Partnerships, Strategic Planning, Team Building
Education
University of North Carolina at Greensboro
B.S., Municipal and Regional Recreation Management
Ameriprise Financial Services, Inc. 1984 - Present
Ameriprise Financial Services, Inc. 1985 - 1995
Skills
Client Management, Relationship Building, Business Planning, Business Strategy, Client Relationships, Coaching, Community Service, Customer Experience, Decision-making, Diligence, Education Planning, Leadership, Protection Planning, Public Speaking, Skilled Communicator, Strategic Partnerships, Strategic Planning, Team Building
Education
University of North Carolina at Greensboro
B.S., Municipal and Regional Recreation Management
Staci Gaiser Staci Gaiser's Ameriprise Financial Services, Inc. Experience March 1996 - Present
Job CRPC/Licensed Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1996 - Present
Skills
Financial Planning, Chartered Retirement..., Active FINRA Series 7,..., Financial Analysis, Retirement Planning, Investments, Trading, Mutual Funds, Fixed Annuities, Investment Strategies, Portfolio Management, Asset Management, 401k, Insurance, Life Insurance
Education
University of Northern Iowa 1985 — 1991
Bachelor of Arts (B.A.), Graphic Communications
University of Northern Iowa 1985 — 1991
Bachelor of Arts (BA), Graphic Communications
Ameriprise Financial Services, Inc. March 1996 - Present
Skills
Financial Planning, Chartered Retirement..., Active FINRA Series 7,..., Financial Analysis, Retirement Planning, Investments, Trading, Mutual Funds, Fixed Annuities, Investment Strategies, Portfolio Management, Asset Management, 401k, Insurance, Life Insurance
Education
University of Northern Iowa 1985 — 1991
Bachelor of Arts (B.A.), Graphic Communications
University of Northern Iowa 1985 — 1991
Bachelor of Arts (BA), Graphic Communications
Gary Alfonso's Ameriprise Financial Services, Inc. Experience August 1986 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1986 - Present
Education
University of New Orleans
Bachelor's degree, Political Science and General Business
Ameriprise Financial Services, Inc. August 1986 - Present
Education
University of New Orleans
Bachelor's degree, Political Science and General Business
Kyle Bubke Kyle Bubke's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Staff Actuary at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - December 2011
Ameriprise Financial Services, Inc. May 2008 - April 2010
Skills
Actuarial Science, Microsoft Excel, VBA, Life Insurance, MoSes, Long Term Care Insurance
Education
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Statistics and Actuarial Science
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - December 2011
Ameriprise Financial Services, Inc. May 2008 - April 2010
Skills
Actuarial Science, Microsoft Excel, VBA, Life Insurance, MoSes, Long Term Care Insurance
Education
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Statistics and Actuarial Science
Chris Reuschle Chris Reuschle's Ameriprise Financial Services, Inc. Experience December 1997 - February 2009
Job Senior Financial Advisor Managing Principal at RFW Wealth Advisors
Industry Financial Services
Experience
RFW Wealth Advisors February 2009 - Present
Lares Insurance Services, LLC March 2012 - Present
Ameriprise Financial Services, Inc. December 1997 - February 2009
Skills
Strategic Financial..., Investment Strategies, Retirement Planning, Employee Benefits, Retirement Plan..., Personal Financial..., Estate Tax Planning, Series 7, Series 24, Series 65, CRPC, Licensed Life & Health..., Licensed Property &..., Independent Financial..., Qualified Retirement..., Risk Management, Business Tax Planning, Personal Tax Planning, Investment Compliance, CSX Benefits and..., Railroad Retirement..., Business Financial..., Small Business..., Educational Workshops, Business Transition..., Marketing Communications, Public Seminars, Consultant to Financial..., Fiancial Advisor..., Financial Advisor..., Successful Business...
Education
University of North Florida 1992 — 1997
B.A. Marketing, International Business Minor
Walled Lake Western 1990 — 1992
RFW Wealth Advisors February 2009 - Present
Lares Insurance Services, LLC March 2012 - Present
Ameriprise Financial Services, Inc. December 1997 - February 2009
Skills
Strategic Financial..., Investment Strategies, Retirement Planning, Employee Benefits, Retirement Plan..., Personal Financial..., Estate Tax Planning, Series 7, Series 24, Series 65, CRPC, Licensed Life & Health..., Licensed Property &..., Independent Financial..., Qualified Retirement..., Risk Management, Business Tax Planning, Personal Tax Planning, Investment Compliance, CSX Benefits and..., Railroad Retirement..., Business Financial..., Small Business..., Educational Workshops, Business Transition..., Marketing Communications, Public Seminars, Consultant to Financial..., Fiancial Advisor..., Financial Advisor..., Successful Business...
Education
University of North Florida 1992 — 1997
B.A. Marketing, International Business Minor
Walled Lake Western 1990 — 1992
Jennifer Harbin Jennifer Harbin's Ameriprise Financial Services, Inc. Experience January 2010 - March 2013
Job
Industry Government Administration
Experience
Colbert County Courthouse March 2013 - Present
Ameriprise Financial Services, Inc. January 2010 - March 2013
Century 21 Clement Realty December 2005 - May 2010
Century 21 Advantage June 2003 - July 2005
Skills
Public Speaking, Sales, Strategic Planning, Customer Service, Training, Management, Microsoft Office, Team Building, Event Planning
Education
Muscle Shoals High School
University of North Alabama
Colbert County Courthouse March 2013 - Present
Ameriprise Financial Services, Inc. January 2010 - March 2013
Century 21 Clement Realty December 2005 - May 2010
Century 21 Advantage June 2003 - July 2005
Skills
Public Speaking, Sales, Strategic Planning, Customer Service, Training, Management, Microsoft Office, Team Building, Event Planning
Education
Muscle Shoals High School
University of North Alabama
Joseph Gildart Joseph Gildart's Ameriprise Financial Services, Inc. Experience October 2011 - May 2012
Job Implementation Consultant Installed Accounts
Industry Financial Services
Experience
Tyler Technologies May 2015 - Present
United Way of Greater Portland July 2012 - April 2015
ClassBook.com May 2012 - June 2012
Ameriprise Financial Services, Inc. October 2011 - May 2012
University of New Hampshire April 2011 - May 2012
The Landing at Pine Point - Cityside Events June 2009 - August 2011
Skills
Microsoft Excel, Market Research, Blogging, Customer Service, Strategy, Finance, Facebook, Microsoft Office, Social Media, Management, Leadership, Process Improvement, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (BS) Business Administration, Finance, International Business and Economics
Deering High School 2004 — 2008
University of New Hampshire
Tyler Technologies May 2015 - Present
United Way of Greater Portland July 2012 - April 2015
ClassBook.com May 2012 - June 2012
Ameriprise Financial Services, Inc. October 2011 - May 2012
University of New Hampshire April 2011 - May 2012
The Landing at Pine Point - Cityside Events June 2009 - August 2011
Skills
Microsoft Excel, Market Research, Blogging, Customer Service, Strategy, Finance, Facebook, Microsoft Office, Social Media, Management, Leadership, Process Improvement, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (BS) Business Administration, Finance, International Business and Economics
Deering High School 2004 — 2008
University of New Hampshire
david scott pruitt david scott pruitt's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Wells Fargo Advisors January 2008 - May 2014
A.G. Edwards July 2001 - January 2008
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
University of Virginia
Ameriprise Financial Services, Inc. May 2014 - Present
Wells Fargo Advisors January 2008 - May 2014
A.G. Edwards July 2001 - January 2008
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
University of Virginia
Zachary Mulkern's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job Student at Peter T Paul College of Business & Economics | Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
LPL Financial September 2015 - Present
Morgan Stanley November 2014 - July 2015
TD May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
Mulkern Mechanical June 2011 - January 2014
Mansfield Youth Basketball Association December 2010 - February 2012
Skills
Teamwork, Economics, Social Media, Microsoft Excel, Research, Microsoft Word, Leadership, PowerPoint, Financial Analysis, Risk Management, Finance, Market Research, Financial Modeling, Market Analysis, Data Analysis, Loans, Portfolio Management
Education
University of New Hampshire 2012 — 2016
Bachelor of Arts (BA), Economics, Option: Money and Financial Markets
LPL Financial September 2015 - Present
Morgan Stanley November 2014 - July 2015
TD May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
Mulkern Mechanical June 2011 - January 2014
Mansfield Youth Basketball Association December 2010 - February 2012
Skills
Teamwork, Economics, Social Media, Microsoft Excel, Research, Microsoft Word, Leadership, PowerPoint, Financial Analysis, Risk Management, Finance, Market Research, Financial Modeling, Market Analysis, Data Analysis, Loans, Portfolio Management
Education
University of New Hampshire 2012 — 2016
Bachelor of Arts (BA), Economics, Option: Money and Financial Markets
Danielle Neuman Danielle Neuman's Ameriprise Financial Services, Inc. Experience August 2013 - September 2014
Job Career and Technical Training Instructor at Job Corps
Industry Financial Services
Experience
Job Corps September 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - September 2014
Ameriprise Financial Services, Inc. January 2012 - August 2013
Ameriprise Financial Services, Inc. November 2010 - December 2011
Robinsdale Area School January 2010 - June 2010
Workforce Resource May 2009 - August 2009
Blue Devil Productions January 2008 - September 2008
StoneArch Creative May 2008 - August 2008
Opportunity Partners May 2007 - August 2007
Skills
Press Releases, Newsletters, Public Relations, Event Planning, Social Networking, Media Relations, Editing, Marketing, Nonprofits, Training, CRM, Proposal Writing, Research, Project Planning, Time Management, Microsoft Office
Education
University of Northwestern - St. Paul 2012 — 2014
Master's degree, Human Services, General
University of Wisconsin-Stout 2006 — 2010
BS, Marketing and Business Education
Job Corps September 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - September 2014
Ameriprise Financial Services, Inc. January 2012 - August 2013
Ameriprise Financial Services, Inc. November 2010 - December 2011
Robinsdale Area School January 2010 - June 2010
Workforce Resource May 2009 - August 2009
Blue Devil Productions January 2008 - September 2008
StoneArch Creative May 2008 - August 2008
Opportunity Partners May 2007 - August 2007
Skills
Press Releases, Newsletters, Public Relations, Event Planning, Social Networking, Media Relations, Editing, Marketing, Nonprofits, Training, CRM, Proposal Writing, Research, Project Planning, Time Management, Microsoft Office
Education
University of Northwestern - St. Paul 2012 — 2014
Master's degree, Human Services, General
University of Wisconsin-Stout 2006 — 2010
BS, Marketing and Business Education
Molly Ford Molly Ford's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Client Services Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Orica September 2012 - July 2013
Columbine Country Club March 2006 - August 2011
University of Northern Colorado January 2011 - May 2011
Education
University of Northern Colorado 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Ameriprise Financial Services, Inc. July 2013 - Present
Orica September 2012 - July 2013
Columbine Country Club March 2006 - August 2011
University of Northern Colorado January 2011 - May 2011
Education
University of Northern Colorado 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Debra J Smith Debra J Smith's Ameriprise Financial Services, Inc. Experience 1995 - 2007
Job Learning & Development Manager at CHS, Inc.
Industry Human Resources
Experience
Ameriprise Financial 2007 - May 2013
Ameriprise Financial Services, Inc. 1995 - 2007
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) 1991 - 1995
Skills
Leadership Development, Performance Management, Team Leadership, Succession Planning, Onboarding, Leadership, Change Management, Instructional Design, Organizational Design, Team Building, Personnel Management, Employee Benefits, Talent Management, Workshop Facilitation, Employee Engagement, Coaching, Training Delivery, Career Development, Organizational..., Training, Workforce Planning, Cross-functional Team..., Project Management, Strategic Planning, Management, Human Resources, Talent Acquisition, Organizational..., Employee Relations, Recruiting, Culture Change, Executive Coaching
Education
University of Northern Iowa
Bachelor of Arts in Education: University of Northern Iowa, Cedar Falls, IA
University of St. Thomas
Masters level coursework in Human Resource Development: University of St. Thomas, St. Paul, MN
Ameriprise Financial 2007 - May 2013
Ameriprise Financial Services, Inc. 1995 - 2007
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) 1991 - 1995
Skills
Leadership Development, Performance Management, Team Leadership, Succession Planning, Onboarding, Leadership, Change Management, Instructional Design, Organizational Design, Team Building, Personnel Management, Employee Benefits, Talent Management, Workshop Facilitation, Employee Engagement, Coaching, Training Delivery, Career Development, Organizational..., Training, Workforce Planning, Cross-functional Team..., Project Management, Strategic Planning, Management, Human Resources, Talent Acquisition, Organizational..., Employee Relations, Recruiting, Culture Change, Executive Coaching
Education
University of Northern Iowa
Bachelor of Arts in Education: University of Northern Iowa, Cedar Falls, IA
University of St. Thomas
Masters level coursework in Human Resource Development: University of St. Thomas, St. Paul, MN
Connor Spiro Connor Spiro's Ameriprise Financial Services, Inc. Experience June 2013 - October 2014
Job Financial Associate II at Weston Financial Group, Inc.
Industry Financial Services
Experience
Weston Financial Group, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - October 2014
Ameriprise Financial Services, Inc. September 2011 - May 2013
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science, Finance
Central High School
Weston Financial Group, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - October 2014
Ameriprise Financial Services, Inc. September 2011 - May 2013
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science, Finance
Central High School
Alyssa Smith Alyssa Smith's Ameriprise Financial Services, Inc. Experience September 2012 - March 2013
Job Associate Merchant at Victoria's Secret
Industry Retail
Experience
Victoria's Secret March 2015 - Present
Victoria's Secret June 2013 - March 2015
Ameriprise Financial Services, Inc. September 2012 - March 2013
University of North Carolina at Chapel Hill April 2012 - August 2012
Victoria's Secret June 2011 - August 2011
J. Crew May 2009 - August 2009
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Merchandising, Research, Retail, Luxury Goods, Microsoft Word, Retail Buying, Trend Analysis
Education
University of North Carolina at Chapel Hill
B.A, Economics
Riverdale Country School
Victoria's Secret March 2015 - Present
Victoria's Secret June 2013 - March 2015
Ameriprise Financial Services, Inc. September 2012 - March 2013
University of North Carolina at Chapel Hill April 2012 - August 2012
Victoria's Secret June 2011 - August 2011
J. Crew May 2009 - August 2009
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Merchandising, Research, Retail, Luxury Goods, Microsoft Word, Retail Buying, Trend Analysis
Education
University of North Carolina at Chapel Hill
B.A, Economics
Riverdale Country School
Bradley Kellen, CFP®, CRPC® Bradley Kellen, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2003 - December 2008
Job Certified Financial Planner® at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2009 - Present
Ameriprise Financial Services, Inc. December 2003 - December 2008
Skills
Investments, Series 7, Retirement Planning, Wealth Management, Retirement, Fixed Annuities, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, 401k, IRAs, Finance, Securities, Financial Advisory, Asset Management, Alternative Investments, Portfolio Management, Series 66
Education
University of North Carolina at Charlotte 1999 — 2000
Business administration, Management
LPL Financial January 2009 - Present
Ameriprise Financial Services, Inc. December 2003 - December 2008
Skills
Investments, Series 7, Retirement Planning, Wealth Management, Retirement, Fixed Annuities, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, 401k, IRAs, Finance, Securities, Financial Advisory, Asset Management, Alternative Investments, Portfolio Management, Series 66
Education
University of North Carolina at Charlotte 1999 — 2000
Business administration, Management
James Parrie, APMA, CRPC's Ameriprise Financial Services, Inc. Experience
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.
Education
University of New Orleans 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Marketing
Ameriprise Financial Services, Inc.
Education
University of New Orleans 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Marketing
Travis R. Federick, CDFA™, CRPC® Travis R. Federick, CDFA™, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor, CDFA, CRPC® with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services, Inc. March 2010 - February 2012
Ameriprise Financial Services, Inc. March 1998 - March 2010
Fidelity Investments January 1995 - February 1998
Education
University of North Texas 1990 — 1994
BBA
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services, Inc. March 2010 - February 2012
Ameriprise Financial Services, Inc. March 1998 - March 2010
Fidelity Investments January 1995 - February 1998
Education
University of North Texas 1990 — 1994
BBA
Rebecca Fleury Rebecca Fleury's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Sunnycrest Farm September 2006 - November 2010
Verizon June 1983 - November 2003
Education
University of New Hampshire 1981 — 1983
Bachelor of Engineering Technology, Electrical and Electronics Engineering
Vermont Technical College 1979 — 1981
Associate of Science (AS), Electrical and Electronics Engineering
Missisquoi Valley Union High School 1975 — 1979
Ameriprise Financial Services, Inc. December 2011 - Present
Sunnycrest Farm September 2006 - November 2010
Verizon June 1983 - November 2003
Education
University of New Hampshire 1981 — 1983
Bachelor of Engineering Technology, Electrical and Electronics Engineering
Vermont Technical College 1979 — 1981
Associate of Science (AS), Electrical and Electronics Engineering
Missisquoi Valley Union High School 1975 — 1979
Will Dyson Will Dyson's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Financial Advisor, The Brawley, Dyson & Koch Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
1st Signal Realty April 2005 - October 2011
Dyson, Inc February 1998 - February 2009
Education
University of North Carolina at Chapel Hill
Ameriprise Financial Services, Inc. 2011 - Present
1st Signal Realty April 2005 - October 2011
Dyson, Inc February 1998 - February 2009
Education
University of North Carolina at Chapel Hill
Jennifer Street Jennifer Street's Ameriprise Financial Services, Inc. Experience January 2004 - May 2004
Job Chief Operating Officer at Claro Advisors, LLC
Industry Investment Management
Experience
Claro Advisors, LLC. July 2014 - Present
Corby Asset Management, LLC August 2006 - July 2014
Corby Capital Markets, Inc. February 2005 - August 2013
StoneHedge Partners August 2004 - January 2005
Ameriprise Financial Services, Inc. January 2004 - May 2004
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration: Finance, Magna Cum Laude
Dover Sherborn Regional High School 1998 — 2000
The Middlesex School 1996 — 1997
Claro Advisors, LLC. July 2014 - Present
Corby Asset Management, LLC August 2006 - July 2014
Corby Capital Markets, Inc. February 2005 - August 2013
StoneHedge Partners August 2004 - January 2005
Ameriprise Financial Services, Inc. January 2004 - May 2004
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration: Finance, Magna Cum Laude
Dover Sherborn Regional High School 1998 — 2000
The Middlesex School 1996 — 1997
Shawn Denecker's Ameriprise Financial Services, Inc. Experience November 2001 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2001 - Present
Education
University of New Hampshire 1995 — 1998
B.A., Psychology
Middlebury HS
Ameriprise Financial Services, Inc. November 2001 - Present
Education
University of New Hampshire 1995 — 1998
B.A., Psychology
Middlebury HS
Samantha N. Carto's Ameriprise Financial Services, Inc. Experience March 2006 - December 2006
Job Attorney Resources & Recruitment Coordinator at Winston & Strawn LLP
Industry Law Practice
Experience
Winston & Strawn LLP July 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates April 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 2011 - April 2015
Bingham McCutchen LLP January 2007 - December 2011
Ameriprise Financial Services, Inc. March 2006 - December 2006
The Ritz-Carlton Hotel Company LLC September 2005 - August 2006
The Ritz-Carlton Hotel Company LLC June 2005 - August 2005
The Ritz-Carlton Hotel Company LLC January 2005 - August 2005
The Ritz-Carlton Hotel Company LLC February 2005 - June 2005
The Ritz-Carlton Hotel Company LLC February 2004 - January 2005
Skills
Microsoft Office, Recruiting, Cpr Certified, Human Resources, iVantage, Lawson, viRecruit, LawCruit, ADP Payroll, viDesktop, SharePoint, Internet, Multi-line Phone, Multi Tasking, Dependable Team Player, Communication Skills, Interpersonal Skill, Discretion, Invoicing, Accounts Payable, Team Leadership, Training
Education
University of New Orleans 2001 — 2005
Bachelor of Science (B.S.), Psychology
University of New Orleans
Bachelor of Science, Psychology
Winston & Strawn LLP July 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates April 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 2011 - April 2015
Bingham McCutchen LLP January 2007 - December 2011
Ameriprise Financial Services, Inc. March 2006 - December 2006
The Ritz-Carlton Hotel Company LLC September 2005 - August 2006
The Ritz-Carlton Hotel Company LLC June 2005 - August 2005
The Ritz-Carlton Hotel Company LLC January 2005 - August 2005
The Ritz-Carlton Hotel Company LLC February 2005 - June 2005
The Ritz-Carlton Hotel Company LLC February 2004 - January 2005
Skills
Microsoft Office, Recruiting, Cpr Certified, Human Resources, iVantage, Lawson, viRecruit, LawCruit, ADP Payroll, viDesktop, SharePoint, Internet, Multi-line Phone, Multi Tasking, Dependable Team Player, Communication Skills, Interpersonal Skill, Discretion, Invoicing, Accounts Payable, Team Leadership, Training
Education
University of New Orleans 2001 — 2005
Bachelor of Science (B.S.), Psychology
University of New Orleans
Bachelor of Science, Psychology
Thomas Hendricks Thomas Hendricks's Ameriprise Financial Services, Inc. Experience October 1998 - April 2006
Job Managing Partner at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2007 - Present
Thrivent Financial April 2006 - October 2007
Ameriprise Financial Services, Inc. October 1998 - April 2006
Skills
Training, 30 years of leadership..., Securities, IRAs, 401k, Passion for working..., Team-oriented, Asset Management, Insurance, Financial Services, Life Insurance, Financial Analysis, Disability Insurance, Financial Strategy, FINRA Series 63
Education
University of Northern Iowa
BA in Physical Education and Health
Thrivent Financial October 2007 - Present
Thrivent Financial April 2006 - October 2007
Ameriprise Financial Services, Inc. October 1998 - April 2006
Skills
Training, 30 years of leadership..., Securities, IRAs, 401k, Passion for working..., Team-oriented, Asset Management, Insurance, Financial Services, Life Insurance, Financial Analysis, Disability Insurance, Financial Strategy, FINRA Series 63
Education
University of Northern Iowa
BA in Physical Education and Health
Casey Granese Casey Granese's Ameriprise Financial Services, Inc. Experience December 2011 - May 2013
Job Building relationships with mobile teams to improve app quality and reliability
Industry Computer Software
Experience
Crittercism February 2014 - Present
Crittercism September 2013 - February 2014
DuskMack March 2012 - June 2013
Ameriprise Financial Services, Inc. December 2011 - May 2013
Boston Studio Photography November 2011 - January 2013
Skills
Photography, Web Design, Sales, Event Planning, Salesforce.com, Social Media Marketing, Business Development, Microsoft Office, Business Planning, Microsoft Excel, Microsoft Word, PowerPoint, Public Relations, Lead Qualification, Problem Solving, Mobile Devices, Mobile Applications, Mobile Technology, Application Performance..., Mobile APM, Team Management, Enterprise Technology..., Strategic Prospecting, Long-term Customer..., Contract Negotiation, Sales Strategy, Forecasting, Account Management, Strategic Partnerships, Management, Leadership, Product Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2012 — 2014
Business Administration and Management
Worcester State University 2010 — 2012
Accounting and Business/Management
Nashoba Regional
Crittercism February 2014 - Present
Crittercism September 2013 - February 2014
DuskMack March 2012 - June 2013
Ameriprise Financial Services, Inc. December 2011 - May 2013
Boston Studio Photography November 2011 - January 2013
Skills
Photography, Web Design, Sales, Event Planning, Salesforce.com, Social Media Marketing, Business Development, Microsoft Office, Business Planning, Microsoft Excel, Microsoft Word, PowerPoint, Public Relations, Lead Qualification, Problem Solving, Mobile Devices, Mobile Applications, Mobile Technology, Application Performance..., Mobile APM, Team Management, Enterprise Technology..., Strategic Prospecting, Long-term Customer..., Contract Negotiation, Sales Strategy, Forecasting, Account Management, Strategic Partnerships, Management, Leadership, Product Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2012 — 2014
Business Administration and Management
Worcester State University 2010 — 2012
Accounting and Business/Management
Nashoba Regional
Robert Mooney's Ameriprise Financial Services, Inc. Experience September 2010 - December 2010
Job Digital Media Supervisor at Optimedia US
Industry Marketing and Advertising
Experience
Optimedia US April 2015 - Present
Optimedia US February 2014 - March 2015
Optimedia US January 2013 - January 2014
Optimedia US December 2011 - December 2012
Ameriprise Financial Services, Inc. September 2010 - December 2010
Morgan Stanley July 2010 - September 2010
Skills
comScore, AdRelevance, Google Analytics, Mediaocean, DoubleClick, Facebook Studio Edge, Digital Strategy, Media Buying, Media Planning, Media Mind, Social Media Advertising, Digital Activation, Ad Serving, Mobile Marketing, Mobile Advertising, Rich Media, Campaign Management, MediaBank, Behavioral Targeting, Stand-up Comedy
Education
University of New Hampshire 2007 — 2011
BA, Communication: Business
Optimedia US April 2015 - Present
Optimedia US February 2014 - March 2015
Optimedia US January 2013 - January 2014
Optimedia US December 2011 - December 2012
Ameriprise Financial Services, Inc. September 2010 - December 2010
Morgan Stanley July 2010 - September 2010
Skills
comScore, AdRelevance, Google Analytics, Mediaocean, DoubleClick, Facebook Studio Edge, Digital Strategy, Media Buying, Media Planning, Media Mind, Social Media Advertising, Digital Activation, Ad Serving, Mobile Marketing, Mobile Advertising, Rich Media, Campaign Management, MediaBank, Behavioral Targeting, Stand-up Comedy
Education
University of New Hampshire 2007 — 2011
BA, Communication: Business
Mathew Hill, CFP ®, ChFC Mathew Hill, CFP ®, ChFC's Ameriprise Financial Services, Inc. Experience October 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2001 - Present
Circuit City October 1994 - September 2001
Education
University of New Hampshire - Whittemore School of Business and Economics 1992 — 1996
B.A., Economics and Political Science
Ameriprise Financial Services, Inc. October 2001 - Present
Circuit City October 1994 - September 2001
Education
University of New Hampshire - Whittemore School of Business and Economics 1992 — 1996
B.A., Economics and Political Science
Sheryl G Wagner Sheryl G Wagner's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Write Proof Edit Admin
Industry Writing and Editing
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Wagner Word Services January 2012 - Present
CTS LanguageLink June 2012 - April 2014
Evergreen Home Loans April 2007 - September 2011
Skills
Writing, Proofreading, Copy Editing, Office Administration, Quality Assurance, Customer Service, Marketing Communications, Research, Public Speaking, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Publisher
Education
University of Oregon 1989 — 1997
Bachelor of Arts, English, Creative Writing, German
University of North Florida 1987 — 1988
Music Performance
Lane Community College 1986 — 1987
Music
Ameriprise Financial Services, Inc. November 2014 - Present
Wagner Word Services January 2012 - Present
CTS LanguageLink June 2012 - April 2014
Evergreen Home Loans April 2007 - September 2011
Skills
Writing, Proofreading, Copy Editing, Office Administration, Quality Assurance, Customer Service, Marketing Communications, Research, Public Speaking, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Publisher
Education
University of Oregon 1989 — 1997
Bachelor of Arts, English, Creative Writing, German
University of North Florida 1987 — 1988
Music Performance
Lane Community College 1986 — 1987
Music
Leah Gilliam Leah Gilliam's Ameriprise Financial Services, Inc. Experience June 2012 - August 2013
Job Designer
Industry Design
Experience
Ameriprise Financial Services, Inc. June 2012 - August 2013
FedEx Office Corporate May 2010 - September 2011
Snap AV August 2008 - July 2009
RealEstate.com February 2007 - July 2008
Digital Edge Design April 2006 - January 2007
Papitre Fine Stationery April 2006 - January 2007
Herff Jones Yearbook Division January 2005 - March 2006
Enventys August 2004 - January 2005
Carolina Pad and Paper 2005 - 2005
Addison Whitney 2004 - 2004
Skills
Email Marketing, Graphic Design, Advertising
Education
University of North Carolina at Charlotte 2000 — 2004
Bachelor of Fine Arts, Graphic Design
Ameriprise Financial Services, Inc. June 2012 - August 2013
FedEx Office Corporate May 2010 - September 2011
Snap AV August 2008 - July 2009
RealEstate.com February 2007 - July 2008
Digital Edge Design April 2006 - January 2007
Papitre Fine Stationery April 2006 - January 2007
Herff Jones Yearbook Division January 2005 - March 2006
Enventys August 2004 - January 2005
Carolina Pad and Paper 2005 - 2005
Addison Whitney 2004 - 2004
Skills
Email Marketing, Graphic Design, Advertising
Education
University of North Carolina at Charlotte 2000 — 2004
Bachelor of Fine Arts, Graphic Design
Pieter Voorhees, CLTC Pieter Voorhees, CLTC's Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2005 - Present
Mt. Olive Area Chamber of Commerce 2014 - 2015
Mt. Olive CoC Marketing in the Morning 2012 - 2014
Long Valley Better Business Networking Group 2012 - 2014
St. Andrews School Alumni Association 1960 - 2014
Morgan Stanley January 1988 - August 2005
EF Hutton & Co. May 1970 - January 1988
US Navy September 1964 - April 1969
Education
University of North Carolina at Chapel Hill 1960 — 1964
B.S., International Relations
St. Andrew's School 1957 — 1960
Ameriprise Financial Services, Inc. August 2005 - Present
Mt. Olive Area Chamber of Commerce 2014 - 2015
Mt. Olive CoC Marketing in the Morning 2012 - 2014
Long Valley Better Business Networking Group 2012 - 2014
St. Andrews School Alumni Association 1960 - 2014
Morgan Stanley January 1988 - August 2005
EF Hutton & Co. May 1970 - January 1988
US Navy September 1964 - April 1969
Education
University of North Carolina at Chapel Hill 1960 — 1964
B.S., International Relations
St. Andrew's School 1957 — 1960
Jennifer Slimmer's Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2006 - Present
Ameriprise Financial Services, Inc. July 2004 - December 2005
Education
University of New Orleans 2009 — 2010
Master of Business Administration (MBA)
University of New Orleans
Bachelor of Science (B.S.), Finance and Business Administration
Ameriprise Financial Services, Inc. August 2006 - Present
Ameriprise Financial Services, Inc. July 2004 - December 2005
Education
University of New Orleans 2009 — 2010
Master of Business Administration (MBA)
University of New Orleans
Bachelor of Science (B.S.), Finance and Business Administration
Chad Struck Chad Struck's Ameriprise Financial Services, Inc. Experience May 1996 - March 2005
Job Inside Sales Telesales; Medicare & Retirement @ UnitedHealth Group
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group April 2014 - Present
UnitedHealth Group June 2010 - April 2014
Thrivent Financial for Lutherans August 2009 - December 2009
Prudential Financial June 2006 - August 2009
Ameriprise Financial Services, Inc. May 1996 - March 2005
Education
University of Northern Iowa 1989 — 1994
B.A., Management/Bus. Admin. & Sociology double major
UnitedHealth Group April 2014 - Present
UnitedHealth Group June 2010 - April 2014
Thrivent Financial for Lutherans August 2009 - December 2009
Prudential Financial June 2006 - August 2009
Ameriprise Financial Services, Inc. May 1996 - March 2005
Education
University of Northern Iowa 1989 — 1994
B.A., Management/Bus. Admin. & Sociology double major
John Reger John Reger's Ameriprise Financial Services, Inc. Experience April 2007 - June 2010
Job Financial Advisor at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services March 2010 - Present
Ameriprise Financial Services, Inc. April 2007 - June 2010
Ameriprise Financial Services, Inc. December 2002 - April 2007
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Series 7
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
Souhegan High School 1992 — 1995
Citizens Investment Services March 2010 - Present
Ameriprise Financial Services, Inc. April 2007 - June 2010
Ameriprise Financial Services, Inc. December 2002 - April 2007
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Series 7
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
Souhegan High School 1992 — 1995
David Nethery David Nethery's Ameriprise Financial Services, Inc. Experience November 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1991 - Present
Education
University of North Texas 1972 — 1973
Master of Education (M.Ed.), Counseling & Psychology
Henderson State University 1966 — 1970
Bachelor of Arts (B.A.), History & English
Ameriprise Financial Services, Inc. November 1991 - Present
Education
University of North Texas 1972 — 1973
Master of Education (M.Ed.), Counseling & Psychology
Henderson State University 1966 — 1970
Bachelor of Arts (B.A.), History & English
Sandy Misenheimer Sandy Misenheimer's Ameriprise Financial Services, Inc. Experience January 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2001 - Present
Education
University of North Carolina at Charlotte 1993 — 1997
BS Accounting, BA Finance
Ameriprise Financial Services, Inc. January 2001 - Present
Education
University of North Carolina at Charlotte 1993 — 1997
BS Accounting, BA Finance
Nicole Offerman's Ameriprise Financial Services, Inc. Experience April 2006 - August 2008
Job Qualified Plan/ Wealth Management Specialist at Innovative Benefit Planning, LLC
Industry Financial Services
Experience
Innovative Benefit Planning, LLC October 2008 - Present
Ameriprise Financial Services, Inc. April 2006 - August 2008
Skills
Health Savings Accounts, Life Insurance, Retirement Planning, 401k, Disability Insurance, Wealth Management, Insurance, Health Insurance, Employee Benefits, Risk Management, Term Life Insurance, Retirement, Executive Pay
Education
University of Northern Iowa 2001 — 2005
Bachelor's degree
Center for Fiduciary Studies
AIF®
Innovative Benefit Planning, LLC October 2008 - Present
Ameriprise Financial Services, Inc. April 2006 - August 2008
Skills
Health Savings Accounts, Life Insurance, Retirement Planning, 401k, Disability Insurance, Wealth Management, Insurance, Health Insurance, Employee Benefits, Risk Management, Term Life Insurance, Retirement, Executive Pay
Education
University of Northern Iowa 2001 — 2005
Bachelor's degree
Center for Fiduciary Studies
AIF®
Shakir Waters's Ameriprise Financial Services, Inc. Experience January 2011 - June 2011
Job Attended University of New Orleans
Industry Accounting
Experience
TKTMJ June 2013 - Present
Juvenile Justice Project of Louisiana December 2012 - March 2013
Ameriprise Financial Services, Inc. January 2011 - June 2011
Skills
Series 7, Auditing, Accounting, QuickBooks, General Ledger, Managerial Finance, Accounts Receivable, Financial Statements, Internal Controls, Account Reconciliation, Securities, Microsoft Word, Finance, Microsoft Excel, Budgets, Small Business, Cost Accounting, Investments, Cash Flow
Education
University of New Orleans 2007 — 2012
Bachelor's degree, Accounting
University of New Orleans 2004 — 2008
Bachelor's degree, Finance, General
University of New Orleans 2000 — 2005
Bachelor's degree, Business Administration and Management, General
TKTMJ June 2013 - Present
Juvenile Justice Project of Louisiana December 2012 - March 2013
Ameriprise Financial Services, Inc. January 2011 - June 2011
Skills
Series 7, Auditing, Accounting, QuickBooks, General Ledger, Managerial Finance, Accounts Receivable, Financial Statements, Internal Controls, Account Reconciliation, Securities, Microsoft Word, Finance, Microsoft Excel, Budgets, Small Business, Cost Accounting, Investments, Cash Flow
Education
University of New Orleans 2007 — 2012
Bachelor's degree, Accounting
University of New Orleans 2004 — 2008
Bachelor's degree, Finance, General
University of New Orleans 2000 — 2005
Bachelor's degree, Business Administration and Management, General
Nicolas Gilliam's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Manager, Franchise Recruiting and Engagement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Creative Dimensions Paintings April 2001 - Present
Ameriprise Financial Services, Inc. September 2009 - August 2011
Ameriprise Financial Services, Inc. August 2006 - September 2009
Skills
Coaching
Education
University of North Carolina at Charlotte 1998 — 2003
BFA, Art: Painting
Ameriprise Financial Services, Inc. August 2011 - Present
Creative Dimensions Paintings April 2001 - Present
Ameriprise Financial Services, Inc. September 2009 - August 2011
Ameriprise Financial Services, Inc. August 2006 - September 2009
Skills
Coaching
Education
University of North Carolina at Charlotte 1998 — 2003
BFA, Art: Painting
Sean Connolly, CFP® Sean Connolly, CFP®'s Ameriprise Financial Services, Inc. Experience September 1995 - Present
Job An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1995 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. September 1995 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
Bachelor of Arts, Economics
Todd Volkart Todd Volkart's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Vice President, Financial Advisor at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
SMITH BARNEY May 1995 - April 2009
Education
University of Northern Colorado 1977 — 1982
Bachelor of Science, Business Finance
Ameriprise Financial Services, Inc. April 2009 - Present
SMITH BARNEY May 1995 - April 2009
Education
University of Northern Colorado 1977 — 1982
Bachelor of Science, Business Finance
Angela Daliet's Ameriprise Financial Services, Inc. Experience January 1997 - July 2007
Job Business & Operations Manager at Phillis Wheatley Community School
Industry Management Consulting
Experience
Phillis Wheatley Community School May 2014 - Present
A-Team Consulting November 2011 - Present
Playworks November 2010 - February 2012
Save Our Schools NOLA September 2005 - December 2010
Ameriprise Financial Services, Inc. January 1997 - July 2007
Skills
Nonprofits, Leadership Development, Business Development, Organizational..., Fundraising, Leadership, Non-profits, Strategy, Program Management, Grant Writing, Community Outreach, Strategic Planning, Media Relations, Event Planning, Training, Policy Analysis, Curriculum Design, Community Organizing, Social Media, Teaching, Community Development, Program Development, Youth Development, Marketing Communications, Program Evaluation, Volunteer Management, Public Speaking, Public Relations, Non-profit..., Workshop Facilitation, Blogging, Economic Development, Editing, Entrepreneurship, Strategic Communications, Staff Development, Grants, Sustainability, Proposal Writing, Philanthropy, Social Networking, Board Development, Social Entrepreneurship, Research, Community Engagement, Strategic Consulting, Event Management, Conflict Resolution, Public Policy, Policy
Education
University of New Orleans 1993 — 1997
Bachelor of Science
West Monroe High School 1984 — 1988
Phillis Wheatley Community School May 2014 - Present
A-Team Consulting November 2011 - Present
Playworks November 2010 - February 2012
Save Our Schools NOLA September 2005 - December 2010
Ameriprise Financial Services, Inc. January 1997 - July 2007
Skills
Nonprofits, Leadership Development, Business Development, Organizational..., Fundraising, Leadership, Non-profits, Strategy, Program Management, Grant Writing, Community Outreach, Strategic Planning, Media Relations, Event Planning, Training, Policy Analysis, Curriculum Design, Community Organizing, Social Media, Teaching, Community Development, Program Development, Youth Development, Marketing Communications, Program Evaluation, Volunteer Management, Public Speaking, Public Relations, Non-profit..., Workshop Facilitation, Blogging, Economic Development, Editing, Entrepreneurship, Strategic Communications, Staff Development, Grants, Sustainability, Proposal Writing, Philanthropy, Social Networking, Board Development, Social Entrepreneurship, Research, Community Engagement, Strategic Consulting, Event Management, Conflict Resolution, Public Policy, Policy
Education
University of New Orleans 1993 — 1997
Bachelor of Science
West Monroe High School 1984 — 1988
Kaitlin Neal Kaitlin Neal's Ameriprise Financial Services, Inc. Experience August 2008 - May 2009
Job Customer Experience Representative at Global Software, Inc
Industry Computer Software
Experience
Global Software, Inc January 2015 - Present
Global Software, Inc. July 2013 - December 2014
Morris, Manning & Martin, LLP March 2012 - June 2013
Ameriprise Financial Services, Inc. August 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Salesforce.com, Business Development, ERP Software, Spreadsheet Server, Outlook, Information Technology, WebEx, Financial Reporting, SAP ERP, Oracle E-Business Suite, JD Edwards, Sarbanes-Oxley Act, ERP, Administrative..., SAP, Financial Analysis
Education
University of North Carolina at Charlotte 2007 — 2011
B.S. Business Administration, Finance
Global Software, Inc January 2015 - Present
Global Software, Inc. July 2013 - December 2014
Morris, Manning & Martin, LLP March 2012 - June 2013
Ameriprise Financial Services, Inc. August 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Salesforce.com, Business Development, ERP Software, Spreadsheet Server, Outlook, Information Technology, WebEx, Financial Reporting, SAP ERP, Oracle E-Business Suite, JD Edwards, Sarbanes-Oxley Act, ERP, Administrative..., SAP, Financial Analysis
Education
University of North Carolina at Charlotte 2007 — 2011
B.S. Business Administration, Finance
Dauren (LION) Asrymbetov's Ameriprise Financial Services, Inc. Experience September 2010 - April 2012
Job Sales Development Representative at Deltek
Industry Information Technology and Services
Experience
HR Avatar, Inc. March 2015 - June 2015
Eco Green Cleaning Experts February 2014 - March 2015
BEE Software, LLC January 2013 - January 2014
Sky Hawk Investment Group LLC March 2012 - October 2012
Ameriprise Financial Services, Inc. September 2010 - April 2012
USAID/Community Connections Program for Kazakhstan November 2010 - December 2010
Skills
Salesforce.com, Salesgenie.com, Lead Generation, Lead411.com, Microsoft Office, Investments, Strategic Financial..., Customer Service, Operational Excellence, Analytical Skills, Morningstar, Lotus Notes, Focus On Results, Observational Research, Negotiation, CRM, Multilingual, Leadership, Training, Accounting, Focus Groups, Business Planning, Management, Budgets, Sales, Strategy, Business Development, Finance, Project Management, Financial Analysis, Analysis, Marketing
Education
University of Northern Virginia 2007 — 2011
Bachelor of Science (BSc), Finance
Kazakhstan Institute of Management, Economics and Strategic Research. 2004 — 2006
BSc, Accounting and Business/Management
HR Avatar, Inc. March 2015 - June 2015
Eco Green Cleaning Experts February 2014 - March 2015
BEE Software, LLC January 2013 - January 2014
Sky Hawk Investment Group LLC March 2012 - October 2012
Ameriprise Financial Services, Inc. September 2010 - April 2012
USAID/Community Connections Program for Kazakhstan November 2010 - December 2010
Skills
Salesforce.com, Salesgenie.com, Lead Generation, Lead411.com, Microsoft Office, Investments, Strategic Financial..., Customer Service, Operational Excellence, Analytical Skills, Morningstar, Lotus Notes, Focus On Results, Observational Research, Negotiation, CRM, Multilingual, Leadership, Training, Accounting, Focus Groups, Business Planning, Management, Budgets, Sales, Strategy, Business Development, Finance, Project Management, Financial Analysis, Analysis, Marketing
Education
University of Northern Virginia 2007 — 2011
Bachelor of Science (BSc), Finance
Kazakhstan Institute of Management, Economics and Strategic Research. 2004 — 2006
BSc, Accounting and Business/Management
Nancy Burt's Ameriprise Financial Services, Inc. Experience December 2007 - Present
Job Bonfiglio, Kiley and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2007 - Present
Ameriprise Financial Services, Inc. November 1993 - December 2007
Honeywell Information Systems June 1983 - June 1988
Education
University of New Hampshire 1980 — 1983
BS, Mathematics/Economics
Ameriprise Financial Services, Inc. December 2007 - Present
Ameriprise Financial Services, Inc. November 1993 - December 2007
Honeywell Information Systems June 1983 - June 1988
Education
University of New Hampshire 1980 — 1983
BS, Mathematics/Economics
Kristen (Lazieh) Crimmins Kristen (Lazieh) Crimmins's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Caron & Bletzer, PLLC May 2011 - February 2012
Ameriprise Financial Services, Inc. September 2009 - August 2010
Ameriprise Financial Services, Inc. November 2005 - September 2009
Ameriprise Financial Services, Inc. October 2004 - November 2005
Skills
Finance, Leadership, Training, Policy, Series 24, Securities, Project Planning, Retirement, Series 63, Asset Management, Investment Advisory, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2011
Masters, Accounting
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. February 2012 - Present
Caron & Bletzer, PLLC May 2011 - February 2012
Ameriprise Financial Services, Inc. September 2009 - August 2010
Ameriprise Financial Services, Inc. November 2005 - September 2009
Ameriprise Financial Services, Inc. October 2004 - November 2005
Skills
Finance, Leadership, Training, Policy, Series 24, Securities, Project Planning, Retirement, Series 63, Asset Management, Investment Advisory, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2011
Masters, Accounting
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor of Science, Business Administration
Leonard D Levitch Leonard D Levitch's Ameriprise Financial Services, Inc. Experience 1991 - 1999
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Kasch, Levitch, McAleer & Associates A financial advisory practice of Ameriprise Financial Services 1999 - Present
Ameriprise Financial Services, Inc. 1991 - 1999
Skills
Analytical, Business Planning, Client Relationships, Decision-Making, Education Planning, Employee Benefits, Ethical Character, Protection Planning, Public Speaking, Risk Management
Education
University of North Carolina at Chapel Hill
B.S.
Kasch, Levitch, McAleer & Associates A financial advisory practice of Ameriprise Financial Services 1999 - Present
Ameriprise Financial Services, Inc. 1991 - 1999
Skills
Analytical, Business Planning, Client Relationships, Decision-Making, Education Planning, Employee Benefits, Ethical Character, Protection Planning, Public Speaking, Risk Management
Education
University of North Carolina at Chapel Hill
B.S.
Steven E Peters Steven E Peters's Ameriprise Financial Services, Inc. Experience September 1981 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1981 - Present
Education
University of Northern Iowa
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. September 1981 - Present
Education
University of Northern Iowa
Bachelor's degree, Business Administration and Management, General
Shane Kohls Shane Kohls's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Actuarial Associate at AIG
Industry Insurance
Experience
AIG June 2015 - Present
AIG December 2012 - June 2015
Ameriprise Financial Services, Inc. June 2012 - August 2012
West High May 2009 - June 2010
Skills
Reserves, Actuarial Science, Statistics, Microsoft Word, Microsoft Excel, Variable Annuities, PowerPoint, VBA, Access, Public Speaking, Delphi, Object Pascal, Stochastic Modeling
Education
University of Northern Iowa 2008 — 2012
BA, Mathematics, Economics
AIG June 2015 - Present
AIG December 2012 - June 2015
Ameriprise Financial Services, Inc. June 2012 - August 2012
West High May 2009 - June 2010
Skills
Reserves, Actuarial Science, Statistics, Microsoft Word, Microsoft Excel, Variable Annuities, PowerPoint, VBA, Access, Public Speaking, Delphi, Object Pascal, Stochastic Modeling
Education
University of Northern Iowa 2008 — 2012
BA, Mathematics, Economics
Kate Farrell Kate Farrell's Ameriprise Financial Services, Inc. Experience July 2013 - June 2014
Job IT HR Project Lead at 3M
Industry Information Technology and Services
Experience
3M September 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - June 2014
Best Buy September 2012 - May 2013
Blue Cross Blue Shield of Minnesota October 2011 - July 2012
Bremer Bank March 2011 - October 2011
Wells Fargo June 2009 - February 2011
UnitedHealth Group June 2008 - November 2008
Stanford Hospital & Clinics February 2008 - May 2008
Ameriprise Financial September 2005 - February 2008
Lifetouch National School Studios February 2005 - September 2005
Skills
Integration, PeopleSoft, Mergers, Data Migration, SDLC, Waterfall, Vendor Management, Visio, Project Portfolio..., PMO, MS Project, Mergers & Acquisitions, Project Management, Business Process, Cross-functional Team..., Training, Business Strategy, Change Management, Agile Methodologies
Education
University of Northern Iowa 1974 — 1978
B.A., Economics/Management
3M September 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - June 2014
Best Buy September 2012 - May 2013
Blue Cross Blue Shield of Minnesota October 2011 - July 2012
Bremer Bank March 2011 - October 2011
Wells Fargo June 2009 - February 2011
UnitedHealth Group June 2008 - November 2008
Stanford Hospital & Clinics February 2008 - May 2008
Ameriprise Financial September 2005 - February 2008
Lifetouch National School Studios February 2005 - September 2005
Skills
Integration, PeopleSoft, Mergers, Data Migration, SDLC, Waterfall, Vendor Management, Visio, Project Portfolio..., PMO, MS Project, Mergers & Acquisitions, Project Management, Business Process, Cross-functional Team..., Training, Business Strategy, Change Management, Agile Methodologies
Education
University of Northern Iowa 1974 — 1978
B.A., Economics/Management
Joseph Pay's Ameriprise Financial Services, Inc. Experience December 2004 - November 2005
Job Assistant Vice President with Preferred Client Services at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2005 - Present
Ameriprise Financial Services, Inc. December 2004 - November 2005
Pinehurst Resort August 1998 - April 2004
Skills
Wealth Management, Mutual Funds, Finance, Trading, Financial Analysis, Securities, Investments, Retirement Planning, Relationship Management, Brokerage, Options, Fixed Income, Equities, US Treasuries, Quicken, Series 63, Financial Services, Series 7, Banking, Asset Allocation, Portfolio Management
Education
University of North Carolina at Greensboro 1999 — 2002
B.S, Exercise & Sport Science
Wells Fargo Advisors December 2005 - Present
Ameriprise Financial Services, Inc. December 2004 - November 2005
Pinehurst Resort August 1998 - April 2004
Skills
Wealth Management, Mutual Funds, Finance, Trading, Financial Analysis, Securities, Investments, Retirement Planning, Relationship Management, Brokerage, Options, Fixed Income, Equities, US Treasuries, Quicken, Series 63, Financial Services, Series 7, Banking, Asset Allocation, Portfolio Management
Education
University of North Carolina at Greensboro 1999 — 2002
B.S, Exercise & Sport Science
Andrew Fallo's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch August 1999 - March 2009
Education
University of New Orleans 1993 — 1999
Bachelor of Science, Finance
Archbishop Rummel High School 1989 — 1993
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch August 1999 - March 2009
Education
University of New Orleans 1993 — 1999
Bachelor of Science, Finance
Archbishop Rummel High School 1989 — 1993
Richard MacKelfresh, CFP®'s Ameriprise Financial Services, Inc. Experience May 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1999 - Present
Education
University of North Carolina at Chapel Hill 1995 — 2000
BA, Management and Society
Ameriprise Financial Services, Inc. May 1999 - Present
Education
University of North Carolina at Chapel Hill 1995 — 2000
BA, Management and Society
Kip Patron's Ameriprise Financial Services, Inc. Experience 2009 - August 2015
Job Vice President Wealth Advisor at Regions Bank
Industry Financial Services
Experience
Regions Bank August 2015 - Present
Ameriprise Financial Services, Inc. 2009 - August 2015
Smith Barney 2005 - 2009
Legg Mason 2000 - 2005
DoubleTree by Hilton 1997 - 1998
Hilton Worldwide 1994 - 1997
Skills
Financial Planning, Retirement Planning, Finance, Mutual Funds, Retirement, Financial Services, Estate Planning, Investment Strategies, Investments, Marketing
Education
University of New Orleans 1998 — 2000
Master of Business Administration (M.B.A.)
University of New Orleans
Bachelor of Science (B.S.), Hotel, Restaurant and Tourism Administration
Regions Bank August 2015 - Present
Ameriprise Financial Services, Inc. 2009 - August 2015
Smith Barney 2005 - 2009
Legg Mason 2000 - 2005
DoubleTree by Hilton 1997 - 1998
Hilton Worldwide 1994 - 1997
Skills
Financial Planning, Retirement Planning, Finance, Mutual Funds, Retirement, Financial Services, Estate Planning, Investment Strategies, Investments, Marketing
Education
University of New Orleans 1998 — 2000
Master of Business Administration (M.B.A.)
University of New Orleans
Bachelor of Science (B.S.), Hotel, Restaurant and Tourism Administration
Marlon K. Scott, CRPC Marlon K. Scott, CRPC's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2006 - August 2012
UBS Wealth Management July 2005 - December 2006
Event411 1999 - 2001
Lacerte Software 1992 - 1999
Ralph C. Johnson & Company November 1988 - May 1992
KPMG September 1986 - October 1988
Education
University of North Texas 1981 — 1986
Bachelor of Science (BS), Accounting
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2006 - August 2012
UBS Wealth Management July 2005 - December 2006
Event411 1999 - 2001
Lacerte Software 1992 - 1999
Ralph C. Johnson & Company November 1988 - May 1992
KPMG September 1986 - October 1988
Education
University of North Texas 1981 — 1986
Bachelor of Science (BS), Accounting
Diane Larson's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job Shared Talent Acquisition Project Coordinator II at Medtronic, Inc.
Industry Staffing and Recruiting
Experience
Medtronic, Inc. June 2010 - Present
Russell Reynolds Associates 2008 - 2010
Ameriprise Financial Services, Inc. 2006 - 2008
Mercer Human Resource Consulting 2000 - 2006
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Management, Employee Engagement, Talent Management, Human Resources, Leadership, Onboarding, Employee Relations, Team Building, Organizational...
Education
University of Northwestern - St. Paul
Bachelor’s Degree, Communication Studies, Magna Cum Laude
Medtronic, Inc. June 2010 - Present
Russell Reynolds Associates 2008 - 2010
Ameriprise Financial Services, Inc. 2006 - 2008
Mercer Human Resource Consulting 2000 - 2006
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Management, Employee Engagement, Talent Management, Human Resources, Leadership, Onboarding, Employee Relations, Team Building, Organizational...
Education
University of Northwestern - St. Paul
Bachelor’s Degree, Communication Studies, Magna Cum Laude
Christopher Gleber's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Administrative Assistant at Gin Wealth Management Partners | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Majoria Drugs August 2007 - November 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
Education
University of New Orleans 2011 — 2013
Bachelor of Science (B.S.), Business Administration
Delgado Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
Ameriprise Financial Services, Inc. November 2012 - Present
Majoria Drugs August 2007 - November 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
Education
University of New Orleans 2011 — 2013
Bachelor of Science (B.S.), Business Administration
Delgado Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
Brittany Mollica Brittany Mollica's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Paraplanner at Hilltop Wealth Advisors Ameriprise Financial Services
Industry Financial Services
Experience
Hilltop Wealth Advisors- Ameriprise Financial Services June 2015 - Present
Hilltop Wealth Advisors- Ameriprise Financial Services January 2014 - May 2015
Playmakers Repertory Company January 2012 - May 2015
Mellow Mushroom May 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Office of Budget and Performance Management for the City of Charlottesville May 2012 - August 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Minor
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (BA)
Hilltop Wealth Advisors- Ameriprise Financial Services June 2015 - Present
Hilltop Wealth Advisors- Ameriprise Financial Services January 2014 - May 2015
Playmakers Repertory Company January 2012 - May 2015
Mellow Mushroom May 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Office of Budget and Performance Management for the City of Charlottesville May 2012 - August 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Minor
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (BA)
Alex Buehler Alex Buehler's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
United States Soccer Federation December 2007 - Present
Ameriprise Financial Services, Inc. July 2013 - August 2015
Staples September 2012 - July 2013
Education
University of Northern Iowa 2011 — 2015
Bachelor of Arts (B.A.), Finance; Real Estate
Ameriprise Financial Services, Inc. August 2015 - Present
United States Soccer Federation December 2007 - Present
Ameriprise Financial Services, Inc. July 2013 - August 2015
Staples September 2012 - July 2013
Education
University of Northern Iowa 2011 — 2015
Bachelor of Arts (B.A.), Finance; Real Estate
Aditya Trivedi's Ameriprise Financial Services, Inc. Experience February 2013 - May 2013
Job Global Business Analyst at Cisco
Industry Information Technology and Services
Experience
Cisco July 2015 - Present
University of North Carolina at Chapel Hill August 2011 - May 2015
Bandwidth.com January 2015 - April 2015
Wells Fargo May 2014 - August 2014
Hexawise January 2014 - April 2014
Global Brigades, Inc. October 2013 - March 2014
SidelinesApp February 2013 - February 2014
Best Practices, LLC October 2013 - December 2013
Ameriprise Financial Services, Inc. February 2013 - May 2013
University of North Carolina at Chapel Hill August 2011 - February 2013
Skills
Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Data Analysis, Spanish, Financial Analysis, Marketing, Public Speaking, Matlab, Microsoft Project, Leadership, HTML, Adobe Acrobat, Python, Outlook, Camtasia, Stata, SEO, Financial Statement..., MS Project, Salesforce.com, BOST, Smartsheet, Process Improvement, Google Analytics, Google Adwords
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics & B.A. in Public Policy (Global Health Concentration)
Raleigh Charter High School 2007 — 2011
High School
Cisco July 2015 - Present
University of North Carolina at Chapel Hill August 2011 - May 2015
Bandwidth.com January 2015 - April 2015
Wells Fargo May 2014 - August 2014
Hexawise January 2014 - April 2014
Global Brigades, Inc. October 2013 - March 2014
SidelinesApp February 2013 - February 2014
Best Practices, LLC October 2013 - December 2013
Ameriprise Financial Services, Inc. February 2013 - May 2013
University of North Carolina at Chapel Hill August 2011 - February 2013
Skills
Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Data Analysis, Spanish, Financial Analysis, Marketing, Public Speaking, Matlab, Microsoft Project, Leadership, HTML, Adobe Acrobat, Python, Outlook, Camtasia, Stata, SEO, Financial Statement..., MS Project, Salesforce.com, BOST, Smartsheet, Process Improvement, Google Analytics, Google Adwords
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics & B.A. in Public Policy (Global Health Concentration)
Raleigh Charter High School 2007 — 2011
High School
Chris Hostetler Chris Hostetler's Ameriprise Financial Services, Inc. Experience July 2006 - September 2010
Job Financial Advisor at Hilltop Wealth Advisors
Industry Financial Services
Experience
Hilltop Wealth Advisors October 2010 - Present
Ameriprise Financial Services, Inc. July 2006 - September 2010
State Employees' Credit Union of NC January 2002 - July 2006
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Journalism, Chinese
Hilltop Wealth Advisors October 2010 - Present
Ameriprise Financial Services, Inc. July 2006 - September 2010
State Employees' Credit Union of NC January 2002 - July 2006
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Journalism, Chinese
TERRIE WERTZ TERRIE WERTZ's Ameriprise Financial Services, Inc. Experience October 2011 - December 2011
Job Owner Artist at Little THINGS of Interest
Industry Arts and Crafts
Experience
Little THINGS of Interest June 2012 - Present
Mancan Belden Professional July 2012 - September 2012
Ameriprise Financial Services, Inc. October 2011 - December 2011
PNC November 2007 - August 2011
Western & Southern Financial Group November 2003 - November 2007
Skills
Retirement Planning, Investments, Insurance, Retirement, Recruiting, Finance, Human Resources, Series 7, Wealth Management, Portfolio Management, Strategic Financial..., Tax, Loans, Banking, Customer Service, Management, Mutual Funds, Credit, Financial Planning, Strategic Planning, Financial Services, Leadership
Education
University of Northwestern Ohio 1999 — 2003
Business
Little THINGS of Interest June 2012 - Present
Mancan Belden Professional July 2012 - September 2012
Ameriprise Financial Services, Inc. October 2011 - December 2011
PNC November 2007 - August 2011
Western & Southern Financial Group November 2003 - November 2007
Skills
Retirement Planning, Investments, Insurance, Retirement, Recruiting, Finance, Human Resources, Series 7, Wealth Management, Portfolio Management, Strategic Financial..., Tax, Loans, Banking, Customer Service, Management, Mutual Funds, Credit, Financial Planning, Strategic Planning, Financial Services, Leadership
Education
University of Northwestern Ohio 1999 — 2003
Business
Catherine Shoemaker Catherine Shoemaker's Ameriprise Financial Services, Inc. Experience August 2011 - November 2012
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - November 2012
Red Ventures June 2011 - August 2011
Education
University of North Carolina at Pembroke 2007 — 2011
Merrill Lynch April 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - November 2012
Red Ventures June 2011 - August 2011
Education
University of North Carolina at Pembroke 2007 — 2011
Andrew Veazey Andrew Veazey's Ameriprise Financial Services, Inc. Experience June 2011 - July 2011
Job Analyst at Falfurrias Capital Partners
Industry Venture Capital & Private Equity
Experience
Falfurrias Capital Partners July 2014 - Present
Jacobs Capital May 2013 - August 2013
Carolina Seed Investors June 2012 - January 2013
VF Jeanswear June 2011 - August 2011
Ameriprise Financial Services, Inc. June 2011 - July 2011
Skills
Investments, Corporate Finance, Mergers & Acquisitions, Business Valuation, Asset Allocation
Education
University of North Carolina at Chapel Hill 2010 — 2014
BSBA, Business
University of North Carolina at Chapel Hill 2010 — 2014
Second Major, Economics
University of North Carolina at Chapel Hill 2010 — 2014
Minor, Physics
Walter Hines Page High School 2006 — 2010
High School
Falfurrias Capital Partners July 2014 - Present
Jacobs Capital May 2013 - August 2013
Carolina Seed Investors June 2012 - January 2013
VF Jeanswear June 2011 - August 2011
Ameriprise Financial Services, Inc. June 2011 - July 2011
Skills
Investments, Corporate Finance, Mergers & Acquisitions, Business Valuation, Asset Allocation
Education
University of North Carolina at Chapel Hill 2010 — 2014
BSBA, Business
University of North Carolina at Chapel Hill 2010 — 2014
Second Major, Economics
University of North Carolina at Chapel Hill 2010 — 2014
Minor, Physics
Walter Hines Page High School 2006 — 2010
High School
Sarah Loschiavo Sarah Loschiavo's Ameriprise Financial Services, Inc. Experience 2012 - 2012
Job Dancer at Boston Community
Industry Financial Services
Experience
Boston Community June 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2012
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
"BS", Accounting
Boston Community June 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2012
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
"BS", Accounting
Nikollette Storro's Ameriprise Financial Services, Inc. Experience April 2012 - July 2013
Job HR Generalist, Asia Pacific and Emerging Markets at Thermo Fisher Scientific
Industry Marketing and Advertising
Experience
Thermo Fisher Scientific March 2015 - Present
Thermo Fisher Scientific January 2014 - March 2015
University of New Hampshire March 2013 - August 2013
Ameriprise Financial Services, Inc. April 2012 - July 2013
Ameriprise Financial Services, Inc. April 2012 - August 2012
Sean Tracey Associates January 2012 - May 2012
UNH Residential Life September 2011 - May 2012
McLane Law Firm 2012 - 2012
UNH Orientation 2011 - 2011
Skills
Leadership, Facebook, PowerPoint, Social Media Marketing, Social Media, Marketing Communications
Education
University of New Hampshire 2010 — 2013
Business Administration, Marketing and Management
Thermo Fisher Scientific March 2015 - Present
Thermo Fisher Scientific January 2014 - March 2015
University of New Hampshire March 2013 - August 2013
Ameriprise Financial Services, Inc. April 2012 - July 2013
Ameriprise Financial Services, Inc. April 2012 - August 2012
Sean Tracey Associates January 2012 - May 2012
UNH Residential Life September 2011 - May 2012
McLane Law Firm 2012 - 2012
UNH Orientation 2011 - 2011
Skills
Leadership, Facebook, PowerPoint, Social Media Marketing, Social Media, Marketing Communications
Education
University of New Hampshire 2010 — 2013
Business Administration, Marketing and Management
Bridget Zappa Bridget Zappa's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Director, Internal Communication at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Rob Hahn, Hahn Publications April 2010 - Present
SUPERVALU June 2011 - September 2012
UnitedHealthcare Community & State March 2010 - June 2011
Andersen Corporation July 2005 - March 2010
Northwest Airlines April 2001 - July 2005
Cargill February 2000 - April 2001
West Publishing / Thomson August 1993 - February 2000
Skills
Writing, Strategic Communications, Employee Engagement, Internal Communications, Corporate Communications, Crisis Communications, Social Media, Editing, Event Planning, Media Relations, Newsletters, Change Management, Blogging, PowerPoint, Content Management, Coaching
Education
University of Notre Dame - Mendoza College of Business
Executive Certificate Program (in process), Leadership and Management
University of Saint Thomas - School of Business
MBC, Master in Business Communications
University of Notre Dame
Bachelor of Arts, American Studies
Elizabeth Seton High School
College preparatory
Ameriprise Financial Services, Inc. October 2012 - Present
Rob Hahn, Hahn Publications April 2010 - Present
SUPERVALU June 2011 - September 2012
UnitedHealthcare Community & State March 2010 - June 2011
Andersen Corporation July 2005 - March 2010
Northwest Airlines April 2001 - July 2005
Cargill February 2000 - April 2001
West Publishing / Thomson August 1993 - February 2000
Skills
Writing, Strategic Communications, Employee Engagement, Internal Communications, Corporate Communications, Crisis Communications, Social Media, Editing, Event Planning, Media Relations, Newsletters, Change Management, Blogging, PowerPoint, Content Management, Coaching
Education
University of Notre Dame - Mendoza College of Business
Executive Certificate Program (in process), Leadership and Management
University of Saint Thomas - School of Business
MBC, Master in Business Communications
University of Notre Dame
Bachelor of Arts, American Studies
Elizabeth Seton High School
College preparatory
Alexandra Seay Alexandra Seay's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Practice Support at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Calcagno Cosmetic and Restorative Dentistry June 2004 - Present
Ramada Hotel and Convention Center September 2012 - July 2014
Ramada Hotel and Convention Center June 2011 - September 2012
National CASA Association August 2009 - August 2011
EXPRESS March 2009 - August 2009
EXPRESS May 2008 - July 2008
Skills
Customer Service, Sales, Event Planning, Catering, Microsoft Excel, Microsoft Word, Meeting Planning, Social Networking, Fundraising, Nonprofits, Marketing, Time Management
Education
University of Northern Iowa
Ameriprise Financial Services, Inc. October 2014 - Present
Calcagno Cosmetic and Restorative Dentistry June 2004 - Present
Ramada Hotel and Convention Center September 2012 - July 2014
Ramada Hotel and Convention Center June 2011 - September 2012
National CASA Association August 2009 - August 2011
EXPRESS March 2009 - August 2009
EXPRESS May 2008 - July 2008
Skills
Customer Service, Sales, Event Planning, Catering, Microsoft Excel, Microsoft Word, Meeting Planning, Social Networking, Fundraising, Nonprofits, Marketing, Time Management
Education
University of Northern Iowa
Jeff Tarter CFP®, CRPC®, APMA® Jeff Tarter CFP®, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
A.G. Edwards October 1997 - July 2009
Skills
Portfolio Management
Education
BS Finance, University of Northern Colorado, Greeley, Colorado 1981
Ameriprise Financial Services, Inc. July 2009 - Present
A.G. Edwards October 1997 - July 2009
Skills
Portfolio Management
Education
BS Finance, University of Northern Colorado, Greeley, Colorado 1981
Deanna Hartis Deanna Hartis's Ameriprise Financial Services, Inc. Experience March 2008 - October 2008
Job .
Industry Industrial Automation
Experience
Bosch Rexroth July 2013 - Present
Turbomeca June 2011 - July 2013
Turbomeca October 2008 - June 2011
Ameriprise Financial Services, Inc. March 2008 - October 2008
Skills
Continuous Improvement, Staff Management, Operations Management, Oral & Written..., Close Attention to..., Inventory Management, Supply Control, Negotiating in Retail..., Staff Training,..., Wealth Management, File and Records..., Customer Focus and Needs, Financial Calculations..., Critical Listening &..., General Accounting /..., Scheduling Seminars and..., Receiving Expertise, Purchasing Expertise
Education
UNCC 1991 — 1995
BA, Elementary Education
University of North Carolina at Charlotte 1991 — 1995
Bachelor's degree, Elementary Education and Teaching
Bosch Rexroth July 2013 - Present
Turbomeca June 2011 - July 2013
Turbomeca October 2008 - June 2011
Ameriprise Financial Services, Inc. March 2008 - October 2008
Skills
Continuous Improvement, Staff Management, Operations Management, Oral & Written..., Close Attention to..., Inventory Management, Supply Control, Negotiating in Retail..., Staff Training,..., Wealth Management, File and Records..., Customer Focus and Needs, Financial Calculations..., Critical Listening &..., General Accounting /..., Scheduling Seminars and..., Receiving Expertise, Purchasing Expertise
Education
UNCC 1991 — 1995
BA, Elementary Education
University of North Carolina at Charlotte 1991 — 1995
Bachelor's degree, Elementary Education and Teaching
Carey Robinson, ChFC,CMFC's Ameriprise Financial Services, Inc. Experience December 1998 - December 2000
Job Regional Vice President at RiverSource Distributors
Industry Financial Services
Experience
RiverSource Distributors November 2003 - Present
RiverSource Distributors December 2000 - November 2003
Ameriprise Financial Services, Inc. December 1998 - December 2000
Skills
Mutual Funds, Annuity Sales, Relationship Management, Negotiation, Sales Presentations, Territory Management, Retirement, Sales, Sales Force Development, Financial Services, Finance, Financial Advisory, Financial Planning, Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Investments, Series 7, Series 63, Asset Allocation, Asset Management, 401k, Portfolio Management, Investment Advisory, Estate Planning, Securities, Alternative Investments, Investment Strategies
Education
University of Northern Iowa 1992 — 1995
Bachelor's degree, Business Administration and Management, General
RiverSource Distributors November 2003 - Present
RiverSource Distributors December 2000 - November 2003
Ameriprise Financial Services, Inc. December 1998 - December 2000
Skills
Mutual Funds, Annuity Sales, Relationship Management, Negotiation, Sales Presentations, Territory Management, Retirement, Sales, Sales Force Development, Financial Services, Finance, Financial Advisory, Financial Planning, Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Investments, Series 7, Series 63, Asset Allocation, Asset Management, 401k, Portfolio Management, Investment Advisory, Estate Planning, Securities, Alternative Investments, Investment Strategies
Education
University of Northern Iowa 1992 — 1995
Bachelor's degree, Business Administration and Management, General
William Bowles William Bowles's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job BOA On Call at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Ross Stores, Inc. May 2014 - April 2015
Kohl's Department Stores November 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Chicken Express September 2010 - May 2012
Skills
Food Service, General Office Work, Retail Sales, Customer Service, Cash Handling Experience, Cash Register, Phone Etiquette, Filing, Inventory, Time Management, Cashiering, Teamwork, Customer Satisfaction, Data Entry, Loss Prevention, Inventory Management, Catering, Sales
Education
University of North Texas 2012 — 2015
Springtown High School 2009 — 2012
Honor Graduate, GED
Edward Jones July 2014 - Present
Ross Stores, Inc. May 2014 - April 2015
Kohl's Department Stores November 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Chicken Express September 2010 - May 2012
Skills
Food Service, General Office Work, Retail Sales, Customer Service, Cash Handling Experience, Cash Register, Phone Etiquette, Filing, Inventory, Time Management, Cashiering, Teamwork, Customer Satisfaction, Data Entry, Loss Prevention, Inventory Management, Catering, Sales
Education
University of North Texas 2012 — 2015
Springtown High School 2009 — 2012
Honor Graduate, GED
Justin Grosse's Ameriprise Financial Services, Inc. Experience September 2011 - December 2011
Job Pharmaceutical Sales Representative at Sanofi
Industry Pharmaceuticals
Experience
Sanofi March 2015 - Present
Sanofi August 2013 - March 2015
EMC August 2012 - August 2013
Morgan Stanley Smith Barney December 2011 - June 2012
Ameriprise Financial Services, Inc. September 2011 - December 2011
AVID Technical Resources June 2011 - August 2011
Skills
Sales Presentations, Direct Sales, Pharmaceutical Sales, Biopharmaceuticals, Medical Devices, Orthopedics, Internal Medicine, Cold Calling, Primary Care, Buy & Bill, Specialty Pharmaceutical, Sales Operations, Hospital Sales
Education
University of New Hampshire 2008 — 2012
Bachelors, Communications
Sanofi March 2015 - Present
Sanofi August 2013 - March 2015
EMC August 2012 - August 2013
Morgan Stanley Smith Barney December 2011 - June 2012
Ameriprise Financial Services, Inc. September 2011 - December 2011
AVID Technical Resources June 2011 - August 2011
Skills
Sales Presentations, Direct Sales, Pharmaceutical Sales, Biopharmaceuticals, Medical Devices, Orthopedics, Internal Medicine, Cold Calling, Primary Care, Buy & Bill, Specialty Pharmaceutical, Sales Operations, Hospital Sales
Education
University of New Hampshire 2008 — 2012
Bachelors, Communications
J. Paul Adam's Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2007 - Present
Nolte, Cornman & Johnson, P.C. May 2007 - September 2007
HyVee March 1999 - May 2007
Skills
Businessman, Outdoorsman
Education
University of Northern Iowa 2002 — 2007
Bachelor of Arts, Accounting & Marketing
Washington High School 1998 — 2002
Ameriprise Financial Services, Inc. September 2007 - Present
Nolte, Cornman & Johnson, P.C. May 2007 - September 2007
HyVee March 1999 - May 2007
Skills
Businessman, Outdoorsman
Education
University of Northern Iowa 2002 — 2007
Bachelor of Arts, Accounting & Marketing
Washington High School 1998 — 2002
Steve D'Agostino Steve D'Agostino's Ameriprise Financial Services, Inc. Experience June 2005 - November 2005
Job Investment Analyst at Veratis Institutional Advisors
Industry Investment Management
Experience
Veratis Institutional Advisors July 2008 - Present
BB&T November 2005 - October 2007
Ameriprise Financial Services, Inc. June 2005 - November 2005
Skills
Asset Allocation, Investments, Mutual Funds, Financial Analysis, Portfolio Management, Finance, Website Development, Personal Budgeting, Debt Management, Alternative Investments, Retirement Planning, 401k, Information Technology, Series 7, Deals, Finding Deals, Wealth Management, Leadership, Financial Planning, Retirement, Asset Management, Financial Services, Investment Advisory
Education
University of North Carolina at Wilmington 2002 — 2005
BSBA, Finance
Veratis Institutional Advisors July 2008 - Present
BB&T November 2005 - October 2007
Ameriprise Financial Services, Inc. June 2005 - November 2005
Skills
Asset Allocation, Investments, Mutual Funds, Financial Analysis, Portfolio Management, Finance, Website Development, Personal Budgeting, Debt Management, Alternative Investments, Retirement Planning, 401k, Information Technology, Series 7, Deals, Finding Deals, Wealth Management, Leadership, Financial Planning, Retirement, Asset Management, Financial Services, Investment Advisory
Education
University of North Carolina at Wilmington 2002 — 2005
BSBA, Finance
Sherry Kho Sherry Kho's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial Services, Inc. 2008 - December 2009
Ameriprise Financial Advisors 2006 - August 2008
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial Services, Inc. 2008 - December 2009
Ameriprise Financial Advisors 2006 - August 2008
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Kory Kiekhoefer Kory Kiekhoefer's Ameriprise Financial Services, Inc. Experience March 2013 - December 2013
Job Paraplanner at Larson Financial
Industry Financial Services
Experience
Larson Financial June 2014 - Present
Urban Ventures March 2013 - March 2015
Longfellow Recreation Center November 2012 - August 2014
Ameriprise Financial Services, Inc. March 2013 - December 2013
Kiekhoefer Chiropractic June 2010 - September 2012
BT Umpires March 2011 - August 2011
Skills
Leadership, Time Management, PowerPoint, Microsoft Excel, Administrative..., Payroll, Databases, Microsoft Word, Customer Service, Microsoft Office, Teamwork, Outlook, Social Media, Facebook, Team Leadership, Management, Marketing
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor of Science (B.S.), Business, General
New Life Academy 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Larson Financial June 2014 - Present
Urban Ventures March 2013 - March 2015
Longfellow Recreation Center November 2012 - August 2014
Ameriprise Financial Services, Inc. March 2013 - December 2013
Kiekhoefer Chiropractic June 2010 - September 2012
BT Umpires March 2011 - August 2011
Skills
Leadership, Time Management, PowerPoint, Microsoft Excel, Administrative..., Payroll, Databases, Microsoft Word, Customer Service, Microsoft Office, Teamwork, Outlook, Social Media, Facebook, Team Leadership, Management, Marketing
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor of Science (B.S.), Business, General
New Life Academy 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Frank Judge's Ameriprise Financial Services, Inc. Experience 1997 - Present
Job Financial Advisor, Franchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1997 - Present
Ameriprise Financial December 2004 - January 2011
Education
University of North Texas 1991 — 1996
BA, Communications
Ameriprise Financial Services, Inc. 1997 - Present
Ameriprise Financial December 2004 - January 2011
Education
University of North Texas 1991 — 1996
BA, Communications
Mitch Twiddy's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
independant 2005 - July 2012
Quick & Reilly a division of FleetBoston Financial / Bank of America 1998 - 2005
Quick & Reilly 1992 - 2005
Quick & Reilly a division of FleetBoston Financial 1993 - 1998
Spear Financial Services 1986 - 1993
Education
University of North Carolina at Charlotte 1980 — 1985
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. August 2012 - Present
independant 2005 - July 2012
Quick & Reilly a division of FleetBoston Financial / Bank of America 1998 - 2005
Quick & Reilly 1992 - 2005
Quick & Reilly a division of FleetBoston Financial 1993 - 1998
Spear Financial Services 1986 - 1993
Education
University of North Carolina at Charlotte 1980 — 1985
Bachelor of Science (B.S.)
James Swallow, CFP®'s Ameriprise Financial Services, Inc. Experience April 2003 - Present
Job Financial Advisor | Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2003 - Present
Liberty Mutual Insurance May 2000 - April 2003
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Ameriprise Financial Services, Inc. April 2003 - Present
Liberty Mutual Insurance May 2000 - April 2003
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Marie Freemyer's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Austin Stock Research October 2007 - November 2013
SunTrust Robinson Humphrey July 2006 - October 2007
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
Ameriprise Financial Services, Inc. November 2013 - Present
Austin Stock Research October 2007 - November 2013
SunTrust Robinson Humphrey July 2006 - October 2007
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
Judy Shell's Ameriprise Financial Services, Inc. Experience 1996 - 2014
Job Principal Training Consultant at Project Management Solutions, Inc.
Industry Professional Training & Coaching
Experience
Project Management Solutions, Inc. June 1992 - Present
Ameriprise Financial Services, Inc. 1996 - 2014
Norwest Technical Services, Inc. August 1988 - June 1992
B. Dalton Bookseller June 1986 - August 1988
Cargill August 1979 - June 1986
Skills
Leadership Development, Instructional Design, Training, Coaching, Leadership, Organizational..., Executive Coaching, E-Learning, Employee Training, Project Management, Organizational...
Education
University of North Florida - College of Business Administration 1973 — 1977
BBA, Accounting, Finance
Project Management Solutions, Inc. June 1992 - Present
Ameriprise Financial Services, Inc. 1996 - 2014
Norwest Technical Services, Inc. August 1988 - June 1992
B. Dalton Bookseller June 1986 - August 1988
Cargill August 1979 - June 1986
Skills
Leadership Development, Instructional Design, Training, Coaching, Leadership, Organizational..., Executive Coaching, E-Learning, Employee Training, Project Management, Organizational...
Education
University of North Florida - College of Business Administration 1973 — 1977
BBA, Accounting, Finance
Kristin Weisser's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Senior Director, Asset Management Compliance, General Counsel's Organization at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial May 2010 - April 2014
Bank of America October 2005 - June 2010
Deutsche Asset Management June 2003 - October 2005
Deutsche Asset Management 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Mutual Funds, Securities, Asset Managment, Securities Regulation, Investment Advisory, Investment Management, Risk Management, Financial Services, Analysis, Asset Management, Corporate Governance, Process Improvement, Management, Risk Assessment, Wealth Management, Investments
Education
University of New Hampshire 1988 — 1992
B.A., English
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial May 2010 - April 2014
Bank of America October 2005 - June 2010
Deutsche Asset Management June 2003 - October 2005
Deutsche Asset Management 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Mutual Funds, Securities, Asset Managment, Securities Regulation, Investment Advisory, Investment Management, Risk Management, Financial Services, Analysis, Asset Management, Corporate Governance, Process Improvement, Management, Risk Assessment, Wealth Management, Investments
Education
University of New Hampshire 1988 — 1992
B.A., English
James Callaway's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Raymond James Financial September 1996 - January 2012
United States Marine Corps 1990 - 2006
Education
University of North Texas 1991 — 1995
Political Science and Government
Denton High School 1986 — 1989
Ameriprise Financial Services, Inc. January 2012 - Present
Raymond James Financial September 1996 - January 2012
United States Marine Corps 1990 - 2006
Education
University of North Texas 1991 — 1995
Political Science and Government
Denton High School 1986 — 1989
Lauren Chaffee's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Merrill Lynch January 2015 - June 2015
Merrill Lynch July 2013 - January 2015
BB&T February 2011 - July 2013
Armellini Express Lines January 2013 - June 2013
Wendy Culpepper LLC January 2009 - January 2010
Wells Fargo January 2009 - January 2010
Best Buy June 2005 - June 2008
Skills
C++, Photoshop, HTML, Windows 7, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, C#, SQL, XML, JSON, WordPress, Microsoft SQL Server, Windows, OS X, Teamwork, Outlook, Team Leadership, CSS, JavaScript, Social Networking, System Administration, Access, Data Entry, Data Analysis
Education
University of North Florida 2005 — 2006
Indian River State College
Ameriprise Financial Services, Inc. July 2015 - Present
Merrill Lynch January 2015 - June 2015
Merrill Lynch July 2013 - January 2015
BB&T February 2011 - July 2013
Armellini Express Lines January 2013 - June 2013
Wendy Culpepper LLC January 2009 - January 2010
Wells Fargo January 2009 - January 2010
Best Buy June 2005 - June 2008
Skills
C++, Photoshop, HTML, Windows 7, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, C#, SQL, XML, JSON, WordPress, Microsoft SQL Server, Windows, OS X, Teamwork, Outlook, Team Leadership, CSS, JavaScript, Social Networking, System Administration, Access, Data Entry, Data Analysis
Education
University of North Florida 2005 — 2006
Indian River State College
Bret Urbanski's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Wells Fargo Advisors May 2001 - September 2015
Education
University of North Carolina at Chapel Hill
Ameriprise Financial Services, Inc. September 2015 - Present
Wells Fargo Advisors May 2001 - September 2015
Education
University of North Carolina at Chapel Hill
Susan Renta's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Sr. Organization Effectiveness Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial August 2010 - August 2012
Ameriprise Financial Services, Inc. 2000 - 2009
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Leadership Development, Onboarding, Organizational..., Organizational..., Personnel Management, Recruiting, Talent Acquisition, Training, Workforce Planning, Human Resources, Consulting, Strategy, Leadership
Education
University of Northwestern - St. Paul 1994 — 1996
BS, Organizational Administration
University of Wisconsin-River Falls
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial August 2010 - August 2012
Ameriprise Financial Services, Inc. 2000 - 2009
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Leadership Development, Onboarding, Organizational..., Organizational..., Personnel Management, Recruiting, Talent Acquisition, Training, Workforce Planning, Human Resources, Consulting, Strategy, Leadership
Education
University of Northwestern - St. Paul 1994 — 1996
BS, Organizational Administration
University of Wisconsin-River Falls
Master of Business Administration (M.B.A.)
Sreeram Premkumar's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Technical Product Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Wells Fargo Advisors November 2007 - July 2011
E-trade Financial January 2007 - November 2007
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Retirement, Securities, FINRA, Series 63, Retirement Planning, Equities, Options, Fixed Income, Fixed Annuities, Investment Advisory, Asset Allocation, Portfolio Management, Bonds, Financial Advisory, Financial Services, 401k, Strategic Financial..., Uniform Combined State..., Trading, Financial Risk, Risk Management, Financial Planning
Education
University of North Carolina at Charlotte 2004 — 2006
BA, Finance, Economics
Ameriprise Financial Services, Inc. July 2011 - Present
Wells Fargo Advisors November 2007 - July 2011
E-trade Financial January 2007 - November 2007
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Retirement, Securities, FINRA, Series 63, Retirement Planning, Equities, Options, Fixed Income, Fixed Annuities, Investment Advisory, Asset Allocation, Portfolio Management, Bonds, Financial Advisory, Financial Services, 401k, Strategic Financial..., Uniform Combined State..., Trading, Financial Risk, Risk Management, Financial Planning
Education
University of North Carolina at Charlotte 2004 — 2006
BA, Finance, Economics
Chad Barber AAMS's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Financial Advisor @ Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Edward Jones July 2002 - September 2014
Education
University of North Carolina at Greensboro 1993 — 1998
Bachelor of Science (B.S.), Finance and marketing
Ameriprise Financial Services, Inc. December 2014 - Present
Edward Jones July 2002 - September 2014
Education
University of North Carolina at Greensboro 1993 — 1998
Bachelor of Science (B.S.), Finance and marketing
David Schwarz's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Client Relationship Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Leafhouse Financial Group February 2010 - September 2011
Ameriprise Financial Services, Inc. April 2002 - March 2009
Ameriprise Financial Services, Inc. October 1987 - September 1999
Education
University of New Orleans 1977 — 1981
Bachelor of Science, Marketing
Ameriprise Financial Services, Inc. September 2011 - Present
Leafhouse Financial Group February 2010 - September 2011
Ameriprise Financial Services, Inc. April 2002 - March 2009
Ameriprise Financial Services, Inc. October 1987 - September 1999
Education
University of New Orleans 1977 — 1981
Bachelor of Science, Marketing
Todd Ehrenberg's Ameriprise Financial Services, Inc. Experience April 1998 - January 2015
Job Financial Advisor at Port Wealth Management
Industry Financial Services
Experience
Port Wealth Management January 2015 - Present
Ameriprise Financial Services, Inc. April 1998 - January 2015
Skills
Retirement Planning, Investments, Personal Tax Planning, Estate Planning, College Education...
Education
University of New Hampshire 1984 — 1988
B.S., Mathematics
Port Wealth Management January 2015 - Present
Ameriprise Financial Services, Inc. April 1998 - January 2015
Skills
Retirement Planning, Investments, Personal Tax Planning, Estate Planning, College Education...
Education
University of New Hampshire 1984 — 1988
B.S., Mathematics
Bennett Pearsall's Ameriprise Financial Services, Inc. Experience June 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1996 - Present
Education
University of North Carolina at Chapel Hill 1970 — 1974
B.A., Anthropology
Ameriprise Financial Services, Inc. June 1996 - Present
Education
University of North Carolina at Chapel Hill 1970 — 1974
B.A., Anthropology
Robert Alster, CFP®'s Ameriprise Financial Services, Inc. Experience February 2008 - Present
Job Financial Advisor, at Ameriprise Financial Services, Inc. with Biscardi, Jacobs, Tong & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2008 - Present
Boss Motors, Chrslyer, Doge & Jeep June 2006 - January 2008
Education
University of New Haven 2004 — 2006
Bachelors, Business Administration
Briarcliffe College 2001 — 2004
Associates, Business Administration
Ameriprise Financial Services, Inc. February 2008 - Present
Boss Motors, Chrslyer, Doge & Jeep June 2006 - January 2008
Education
University of New Haven 2004 — 2006
Bachelors, Business Administration
Briarcliffe College 2001 — 2004
Associates, Business Administration
Susanna Burt's Ameriprise Financial Services, Inc. Experience March 2007 - March 2009
Job Financial Consultant at FHLBanks Office of Finance
Industry Telecommunications
Experience
FHLBanks Office of Finance August 2014 - Present
NeuStar, Inc. September 2011 - April 2014
BRMi October 2010 - August 2012
Neustar December 2009 - October 2010
AOL (Contractor) August 2009 - January 2010
Ameriprise Financial Services, Inc. March 2007 - March 2009
Skills
Financial Analysis, Financial Modeling, Business Process..., Finance, SDLC, Management Consulting, Strategy, Change Management, Managerial Finance, Analysis, Corporate Finance, Program Management, Business Process..., Financial Reporting, Portfolio Management, Essbase, Process Improvement, Strategic Financial..., Business Process, Business Analysis, Business Process..., Accounting, Hyperion Enterprise, Sarbanes-Oxley Act
Education
University of North Florida - College of Business Administration
BA, Finance
FHLBanks Office of Finance August 2014 - Present
NeuStar, Inc. September 2011 - April 2014
BRMi October 2010 - August 2012
Neustar December 2009 - October 2010
AOL (Contractor) August 2009 - January 2010
Ameriprise Financial Services, Inc. March 2007 - March 2009
Skills
Financial Analysis, Financial Modeling, Business Process..., Finance, SDLC, Management Consulting, Strategy, Change Management, Managerial Finance, Analysis, Corporate Finance, Program Management, Business Process..., Financial Reporting, Portfolio Management, Essbase, Process Improvement, Strategic Financial..., Business Process, Business Analysis, Business Process..., Accounting, Hyperion Enterprise, Sarbanes-Oxley Act
Education
University of North Florida - College of Business Administration
BA, Finance
Dolf Dunn's Ameriprise Financial Services, Inc. Experience Group Financial ControllerRegent Carolina CorporationJune 1995 - July 1997
Job Senior Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Group Financial ControllerRegent Carolina CorporationJune 1995 - July 1997
Education
University of New Orleans 1973 — 1977
B.S., Accounting
Ameriprise Financial Services, Inc. Group Financial ControllerRegent Carolina CorporationJune 1995 - July 1997
Education
University of New Orleans 1973 — 1977
B.S., Accounting
Mason Kuehl's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Partner, TRU Exploration
Industry Oil & Energy
Experience
TRU Exploration 2009 - Present
FINRA Broker 2004 - 2009
Ameriprise Financial Services, Inc. 2004 - 2005
J.P. Morgan Chase 2000 - 2003
Education
University of North Texas
BBA, Finance
TRU Exploration 2009 - Present
FINRA Broker 2004 - 2009
Ameriprise Financial Services, Inc. 2004 - 2005
J.P. Morgan Chase 2000 - 2003
Education
University of North Texas
BBA, Finance
Douglas Marine's Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2008 - Present
Edward Jones July 2006 - July 2008
Skills
Finance, Mutual Funds, Financial Advisory, Investment Advisory, Series 7
Education
University of Northern Iowa 1990 — 1992
BA, General Studies
Ameriprise Financial Services, Inc. August 2008 - Present
Edward Jones July 2006 - July 2008
Skills
Finance, Mutual Funds, Financial Advisory, Investment Advisory, Series 7
Education
University of Northern Iowa 1990 — 1992
BA, General Studies
Elizabeth K Aitken's Ameriprise Financial Services, Inc. Experience August 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1991 - Present
Education
University of New Hampshire 1975 — 1979
BA, Economics
Ameriprise Financial Services, Inc. August 1991 - Present
Education
University of New Hampshire 1975 — 1979
BA, Economics
Vi Kieu's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. January 2010 - September 2014
Christensen O'Connor Johnson Kindness December 2008 - December 2009
Cedar Valley Community Support Services August 2005 - September 2009
GL Languages January 2008 - August 2008
Skills
ESL, Customer Service, Leadership, Microsoft Office, Management, Public Relations, Outlook, Business Development, Event Planning, Social Media, Strategic Planning, Marketing, Project Management, PowerPoint, Microsoft Word, New Business Development, Research, Analysis, Administrative..., Start-ups, Higher Education, Community Outreach
Education
University of Northern Iowa 2006 — 2008
Master of Arts, English
University of Northern Iowa 2001 — 2005
Bachelor of Arts, Public Relations/Marketing
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. January 2010 - September 2014
Christensen O'Connor Johnson Kindness December 2008 - December 2009
Cedar Valley Community Support Services August 2005 - September 2009
GL Languages January 2008 - August 2008
Skills
ESL, Customer Service, Leadership, Microsoft Office, Management, Public Relations, Outlook, Business Development, Event Planning, Social Media, Strategic Planning, Marketing, Project Management, PowerPoint, Microsoft Word, New Business Development, Research, Analysis, Administrative..., Start-ups, Higher Education, Community Outreach
Education
University of Northern Iowa 2006 — 2008
Master of Arts, English
University of Northern Iowa 2001 — 2005
Bachelor of Arts, Public Relations/Marketing
Joseph B Hall's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
JPMorgan Chase & Co. December 2008 - December 2012
Wachovia Securities, LLC May 2007 - November 2008
Education
University of Northern Colorado
Bachelor of Science (B.S.), Marketing/Marketing Management, Finance
Ameriprise Financial Services, Inc. January 2013 - Present
JPMorgan Chase & Co. December 2008 - December 2012
Wachovia Securities, LLC May 2007 - November 2008
Education
University of Northern Colorado
Bachelor of Science (B.S.), Marketing/Marketing Management, Finance
Jeff Tarter's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
AG Edwards October 1997 - July 2009
Education
University of Northern Colorado 1979 — 1981
BSBA, Finance
Ameriprise Financial Services, Inc. July 2009 - Present
AG Edwards October 1997 - July 2009
Education
University of Northern Colorado 1979 — 1981
BSBA, Finance
David Konze, CFP®'s Ameriprise Financial Services, Inc. Experience September 1999 - March 2004
Job VP, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments August 2006 - May 2015
Fidelity Investments July 2005 - August 2006
Fidelity Investments March 2004 - June 2005
Ameriprise Financial Services, Inc. September 1999 - March 2004
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Series 63, Portfolio Management, Financial Services, Asset Allocation, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
Fidelity Investments August 2006 - May 2015
Fidelity Investments July 2005 - August 2006
Fidelity Investments March 2004 - June 2005
Ameriprise Financial Services, Inc. September 1999 - March 2004
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Series 63, Portfolio Management, Financial Services, Asset Allocation, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
Timothy Moore, CFP®'s Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Financial Advisor with the practice of W. David Loose at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
TIAA-CREF November 2007 - February 2013
The Vanguard Group April 2002 - November 2007
Education
UNCC 1996 — 2002
BS Entreprenurial Management
Ameriprise Financial Services, Inc. April 2013 - Present
TIAA-CREF November 2007 - February 2013
The Vanguard Group April 2002 - November 2007
Education
UNCC 1996 — 2002
BS Entreprenurial Management
Trey Coe's Ameriprise Financial Services, Inc. Experience August 2011 - June 2012
Job Planning Assistant at Ameriprise Financial/Ecclesial Fellow at Trinity Presbyterian Church
Industry Financial Services
Experience
Trinity Presbyterian Church September 2011 - June 2012
Ameriprise Financial Services, Inc. August 2011 - June 2012
Kinston High School August 2010 - June 2011
Perry Management, Inc. November 2009 - August 2010
Skills
Conversational French, Microsoft Office, French, Leadership, Microsoft Excel, Fundraising, Microsoft Word, PowerPoint, Financial Analysis
Education
University of North Carolina at Chapel Hill 2005 — 2009
B.A., Economics
Trinity Presbyterian Church September 2011 - June 2012
Ameriprise Financial Services, Inc. August 2011 - June 2012
Kinston High School August 2010 - June 2011
Perry Management, Inc. November 2009 - August 2010
Skills
Conversational French, Microsoft Office, French, Leadership, Microsoft Excel, Fundraising, Microsoft Word, PowerPoint, Financial Analysis
Education
University of North Carolina at Chapel Hill 2005 — 2009
B.A., Economics
Tammy Osman's Ameriprise Financial Services, Inc. Experience July 1997 - October 2004
Job Office Administrator at Mairs and Power, Inc.
Industry Financial Services
Experience
Mairs and Power, Inc. December 2012 - Present
Columbia Management February 2010 - December 2012
RiverSource Investments, LLC October 2004 - February 2010
Ameriprise Financial Services, Inc. July 1997 - October 2004
Skills
Asset Management, Investments, Requirements Gathering, Business Analysis, Compliance, Project Coordination, Process Improvement, Asset Managment
Education
University of Northern Iowa 1987 — 1992
Bachelor of Arts (B.A.), Finance, General
Mairs and Power, Inc. December 2012 - Present
Columbia Management February 2010 - December 2012
RiverSource Investments, LLC October 2004 - February 2010
Ameriprise Financial Services, Inc. July 1997 - October 2004
Skills
Asset Management, Investments, Requirements Gathering, Business Analysis, Compliance, Project Coordination, Process Improvement, Asset Managment
Education
University of Northern Iowa 1987 — 1992
Bachelor of Arts (B.A.), Finance, General
Erik Von Glan's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Investor Relations Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - February 2015
Ameriprise Financial Services, Inc. July 2011 - June 2013
VGM Financial Services May 2010 - May 2011
Skills
Investor Relations, Rating Agency Relations, Mergers & Acquisitions, Competitive Intelligence, Internal & External..., Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Customer Service
Education
University of Northern Iowa 2007 — 2011
Bachelor of Arts (BA), Finance and Financial Management Services
University of Northern Iowa 2007 — 2011
Bachelor of Arts (BA), Real Estate
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - February 2015
Ameriprise Financial Services, Inc. July 2011 - June 2013
VGM Financial Services May 2010 - May 2011
Skills
Investor Relations, Rating Agency Relations, Mergers & Acquisitions, Competitive Intelligence, Internal & External..., Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Customer Service
Education
University of Northern Iowa 2007 — 2011
Bachelor of Arts (BA), Finance and Financial Management Services
University of Northern Iowa 2007 — 2011
Bachelor of Arts (BA), Real Estate
Barney Tompkins's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2004 - Present
Skills
Saving for Education, Retirement Planning, Series 7, Wealth Management, Retirement
Education
University of North Carolina at Chapel Hill 1990 — 1991
Information Science/Studies
UNIVERSITY OF SOUTH CAROLINA-COLUMBIA 1966 — 1971
Bachelor of Arts (BA), European History
Ameriprise Financial Services, Inc. 2004 - Present
Skills
Saving for Education, Retirement Planning, Series 7, Wealth Management, Retirement
Education
University of North Carolina at Chapel Hill 1990 — 1991
Information Science/Studies
UNIVERSITY OF SOUTH CAROLINA-COLUMBIA 1966 — 1971
Bachelor of Arts (BA), European History
Barbara Lehnen's Ameriprise Financial Services, Inc. Experience May 2008 - February 2011
Job Administrative Assistant / Data Entry
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2008 - February 2011
GMAC Mortgage August 2006 - April 2008
Iowa Realty Commercial February 2003 - November 2005
StruXture Architects April 2000 - September 2001
Skills
Data Entry, Administrative Support, Clerical Skills, Customer Service
Education
Columbus High School
Hawkeye Community College
Diploma, Secretarial
University of Northern Iowa
Credit, Continuing Education
Ameriprise Financial Services, Inc. May 2008 - February 2011
GMAC Mortgage August 2006 - April 2008
Iowa Realty Commercial February 2003 - November 2005
StruXture Architects April 2000 - September 2001
Skills
Data Entry, Administrative Support, Clerical Skills, Customer Service
Education
Columbus High School
Hawkeye Community College
Diploma, Secretarial
University of Northern Iowa
Credit, Continuing Education
Branden Lilley's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Executive Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Education
University of New Hampshire 2005 — 2009
Bachelor of Science (BS)
Ameriprise Financial Services, Inc. February 2009 - Present
Education
University of New Hampshire 2005 — 2009
Bachelor of Science (BS)
Lara Flanagan's Ameriprise Financial Services, Inc. Experience June 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1998 - Present
Ameriprise Financial Services, Inc. January 2000 - January 2008
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Ameriprise Financial Services, Inc. June 1998 - Present
Ameriprise Financial Services, Inc. January 2000 - January 2008
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Diana Dana's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Aerus LLC 1998 - 2003
Education
University of North Texas
Ameriprise Financial Services, Inc. October 2012 - Present
Aerus LLC 1998 - 2003
Education
University of North Texas
V Conley Perry's Ameriprise Financial Services, Inc. Experience November 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1998 - Present
Education
University of North Carolina at Wilmington 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Millbrook High School 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. November 1998 - Present
Education
University of North Carolina at Wilmington 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Millbrook High School 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank