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.
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Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Wendy Morina Wendy Morina's Ameriprise Financial Services, Inc. Experience February 2004 - March 2007
Job Director of Human Resources at Lancer Hospitality
Industry Human Resources
Experience
Lancer Hospitality February 2015 - Present
IDEA Public Schools July 2014 - February 2015
Ashley Furniture Industries May 2013 - June 2014
LiqTech NA, INC. August 2012 - May 2013
Northern Technologies International Corporation February 2008 - August 2012
Legal Liaisons, Ltd. April 2007 - January 2008
Ameriprise Financial Services, Inc. February 2004 - March 2007
Skills
Human Resources, Leadership, Recruiting, Organizational..., Coaching, Employee Relations, Project Management, Employee Engagement, Microsoft Office, Personnel Management, Social Media, International Business, Change Management, Training, Contract Management, International Relations, Benefits Administration, Deferred Compensation, Strategy, Employment Contracts, Cultural Awareness, Employer Branding, International Human..., Office Administration, Marketing Research, Personnel Selection, Employee Training, Full-cycle Recruiting, Problem Solving, Training & Development, Intercultural..., ADP Payroll, Manufacturing, Event Management, Process Improvement, Organizational Change, Tutoring, Strategy Alignment, Job Descriptions, Interviews, Advocacy, Compliance, Personnel Recruiting, organzational..., Employment Law, Building Community..., Community Initiatives, Quantitative Analytics, Statistical Tools, Conflict Resolution
Education
Bethel University 2009 — 2011
MBA, MBA
University of Minnesota-Twin Cities 2003 — 2008
Bachelor of Arts, Global Studies/Intl Relations: Peace, Governance, Justice & Italian
Hamline University School of Law 2005 — 2006
Law, Law
Lancer Hospitality February 2015 - Present
IDEA Public Schools July 2014 - February 2015
Ashley Furniture Industries May 2013 - June 2014
LiqTech NA, INC. August 2012 - May 2013
Northern Technologies International Corporation February 2008 - August 2012
Legal Liaisons, Ltd. April 2007 - January 2008
Ameriprise Financial Services, Inc. February 2004 - March 2007
Skills
Human Resources, Leadership, Recruiting, Organizational..., Coaching, Employee Relations, Project Management, Employee Engagement, Microsoft Office, Personnel Management, Social Media, International Business, Change Management, Training, Contract Management, International Relations, Benefits Administration, Deferred Compensation, Strategy, Employment Contracts, Cultural Awareness, Employer Branding, International Human..., Office Administration, Marketing Research, Personnel Selection, Employee Training, Full-cycle Recruiting, Problem Solving, Training & Development, Intercultural..., ADP Payroll, Manufacturing, Event Management, Process Improvement, Organizational Change, Tutoring, Strategy Alignment, Job Descriptions, Interviews, Advocacy, Compliance, Personnel Recruiting, organzational..., Employment Law, Building Community..., Community Initiatives, Quantitative Analytics, Statistical Tools, Conflict Resolution
Education
Bethel University 2009 — 2011
MBA, MBA
University of Minnesota-Twin Cities 2003 — 2008
Bachelor of Arts, Global Studies/Intl Relations: Peace, Governance, Justice & Italian
Hamline University School of Law 2005 — 2006
Law, Law
Michelle Munsterman Michelle Munsterman's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Senior Research Analyst at Optum Consulting
Industry
Experience
UnitedHealth Group June 2015 - Present
Data Recognition Corporation February 2015 - May 2015
Bethel University February 2013 - February 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Best Practices Academy June 2012 - August 2013
Legend Hockey June 2011 - August 2013
Skills
Leadership, Time Management, Microsoft Office, Public Speaking, Marketing, Customer Service, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Social Media Marketing, Organization, Blogging, Event Planning, Research, Social Media, Inventory Management, Merchandising, Website Updating, Creativity, Photography, Survey Design, Product Marketing, UAT
Education
Bethel University 2011 — 2015
Bachelor's degree, Business - Finance, HR Management, Senior
Richmond, The American International University in London 2013 — 2013
Junior
Brookings High School 2007 — 2011
High School
UnitedHealth Group June 2015 - Present
Data Recognition Corporation February 2015 - May 2015
Bethel University February 2013 - February 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Best Practices Academy June 2012 - August 2013
Legend Hockey June 2011 - August 2013
Skills
Leadership, Time Management, Microsoft Office, Public Speaking, Marketing, Customer Service, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Social Media Marketing, Organization, Blogging, Event Planning, Research, Social Media, Inventory Management, Merchandising, Website Updating, Creativity, Photography, Survey Design, Product Marketing, UAT
Education
Bethel University 2011 — 2015
Bachelor's degree, Business - Finance, HR Management, Senior
Richmond, The American International University in London 2013 — 2013
Junior
Brookings High School 2007 — 2011
High School
Madyson Foster Madyson Foster's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Administrative Assistant at Ameriprise Financial
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Momentum Academy of Dance August 2014 - Present
Chattanooga Ballet August 2013 - Present
Tennessee Youth Ballet June 2013 - December 2013
Miss Tennessee Scholarship Organization November 2012 - November 2013
Marvin Technology February 2013 - June 2013
Jinsei Sushi May 2012 - January 2013
Jinsei sushi February 2011 - August 2012
Ronald McDonald House Charities of Greater Chattanooga May 2011 - August 2011
Skills
Singing, Public Relations, Public Speaking, Pianist, Social Media, Nonprofits, Editing, Microsoft Office, Social Networking, Modern Dance, Marketing, Social Media Marketing, Media Relations, Fundraising, Community Outreach, Facebook, Blogging, PowerPoint, Volunteer Management, Event Planning, Press Releases, Copy Editing, Event Management, Advertising, Online Marketing, SPSS, Dance Education, Classical Ballet, Contemporary Ballet, Jazz, Tap, Ballet, Choreography, Dance, Musical Theatre, Contemporary Dance, Jazz Dance, Performing Arts, Theatre, Tap Dance
Education
Birmingham-Southern College 2010 — 2013
Dance, Business
Cleveland High School 2005 — 2009
Ameriprise Financial Services, Inc. December 2013 - Present
Momentum Academy of Dance August 2014 - Present
Chattanooga Ballet August 2013 - Present
Tennessee Youth Ballet June 2013 - December 2013
Miss Tennessee Scholarship Organization November 2012 - November 2013
Marvin Technology February 2013 - June 2013
Jinsei Sushi May 2012 - January 2013
Jinsei sushi February 2011 - August 2012
Ronald McDonald House Charities of Greater Chattanooga May 2011 - August 2011
Skills
Singing, Public Relations, Public Speaking, Pianist, Social Media, Nonprofits, Editing, Microsoft Office, Social Networking, Modern Dance, Marketing, Social Media Marketing, Media Relations, Fundraising, Community Outreach, Facebook, Blogging, PowerPoint, Volunteer Management, Event Planning, Press Releases, Copy Editing, Event Management, Advertising, Online Marketing, SPSS, Dance Education, Classical Ballet, Contemporary Ballet, Jazz, Tap, Ballet, Choreography, Dance, Musical Theatre, Contemporary Dance, Jazz Dance, Performing Arts, Theatre, Tap Dance
Education
Birmingham-Southern College 2010 — 2013
Dance, Business
Cleveland High School 2005 — 2009
Rachel (Morrissey) Beaudry Rachel (Morrissey) Beaudry's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
US Banccorp August 2012 - December 2014
Wells Fargo Home Mortgage October 2009 - August 2012
Olive Garden May 2006 - March 2011
Morr Construction Services Inc. June 2009 - September 2009
OPIN Systems May 2008 - July 2009
Education
Bethel University 2006 — 2009
Business, Marketing, Finance
University of St. Thomas 2005 — 2006
Generals
Ameriprise Financial Services, Inc. January 2015 - Present
US Banccorp August 2012 - December 2014
Wells Fargo Home Mortgage October 2009 - August 2012
Olive Garden May 2006 - March 2011
Morr Construction Services Inc. June 2009 - September 2009
OPIN Systems May 2008 - July 2009
Education
Bethel University 2006 — 2009
Business, Marketing, Finance
University of St. Thomas 2005 — 2006
Generals
Christin Clohosey Christin Clohosey's Ameriprise Financial Services, Inc. Experience September 2010 - March 2014
Job Event Planner at Investors Capital
Industry Financial Services
Experience
Investors Capital March 2014 - Present
Ameriprise Financial Services, Inc. September 2010 - March 2014
Legacy Financial Solutions, Inc. August 2007 - May 2010
The Mental Health Center of Greater Manchester July 2005 - August 2007
Office Team May 2002 - July 2005
Skills
Microsoft Office, Financial Services, Event Planning, Customer Service, Insurance, Life & Health Insurance..., Marketing, Microsoft Excel, Retirement, Onboarding, Cvent, Salesforce.com, Social Media, Sales, Management
Education
Bishop's University 2001 — 2005
Bachelor of Arts, Honours Drama
Pinkerton Academy 1997 — 2001
Investors Capital March 2014 - Present
Ameriprise Financial Services, Inc. September 2010 - March 2014
Legacy Financial Solutions, Inc. August 2007 - May 2010
The Mental Health Center of Greater Manchester July 2005 - August 2007
Office Team May 2002 - July 2005
Skills
Microsoft Office, Financial Services, Event Planning, Customer Service, Insurance, Life & Health Insurance..., Marketing, Microsoft Excel, Retirement, Onboarding, Cvent, Salesforce.com, Social Media, Sales, Management
Education
Bishop's University 2001 — 2005
Bachelor of Arts, Honours Drama
Pinkerton Academy 1997 — 2001
Scott J. Matalon Scott J. Matalon's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Diabetes Research Institue 2012 - 2014
National Asset Management, Inc. January 2009 - May 2013
Gilford Securities January 2008 - January 2009
Newbridge Securities January 2005 - January 2008
Education
Binghamton University - School of Management 1998 — 2001
B.S., Finance
Syosset High School 1995 — 1998
Regents Diploma, Finance, General
Ameriprise Financial Services, Inc. June 2013 - Present
Diabetes Research Institue 2012 - 2014
National Asset Management, Inc. January 2009 - May 2013
Gilford Securities January 2008 - January 2009
Newbridge Securities January 2005 - January 2008
Education
Binghamton University - School of Management 1998 — 2001
B.S., Finance
Syosset High School 1995 — 1998
Regents Diploma, Finance, General
Jonathan Pochop Jonathan Pochop's Ameriprise Financial Services, Inc. Experience January 1994 - Present
Job CRPC® Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1994 - Present
Education
Black Hills State University
Gregory High School
Ameriprise Financial Services, Inc. January 1994 - Present
Education
Black Hills State University
Gregory High School
Clayton Lott Clayton Lott's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Senior HRIS Analyst at Ameriprise Financial Services, Inc.
Industry Religious Institutions
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. March 2013 - August 2014
Reign Ministries January 2010 - March 2013
Ameriprise Financial January 2008 - October 2010
Skills
Microsoft Excel, Non-profits, Business Process..., Public Speaking, Content Development, Web Content Management, Corporate Communications, Social Media Marketing, Coaching, Leadership, Nonprofits, Project Planning, Social Networking, Newsletters, Editing, Training, Teaching, Volunteer Management, Fundraising, Community Outreach, Social Media, Team Building, Process Improvement, Analysis, Microsoft Office
Education
Bethel University 2002 — 2006
Bachelor of Arts, Biblical/Theological Studies, Philosophy, Religious Studies
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. March 2013 - August 2014
Reign Ministries January 2010 - March 2013
Ameriprise Financial January 2008 - October 2010
Skills
Microsoft Excel, Non-profits, Business Process..., Public Speaking, Content Development, Web Content Management, Corporate Communications, Social Media Marketing, Coaching, Leadership, Nonprofits, Project Planning, Social Networking, Newsletters, Editing, Training, Teaching, Volunteer Management, Fundraising, Community Outreach, Social Media, Team Building, Process Improvement, Analysis, Microsoft Office
Education
Bethel University 2002 — 2006
Bachelor of Arts, Biblical/Theological Studies, Philosophy, Religious Studies
Carina Knecht-Financial Advisor's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Share Learning Inc June 2013 - Present
Aspiro - High Adventure Program January 2011 - December 2013
Aephoria LLC June 2009 - December 2013
Education
Karlstad University 2009 — 2011
Master of Science (M.S.)
Blekinge Institute of Technology 2008 — 2009
Master of Science (MS)
Brigham Young University 1989 — 2004
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. March 2014 - Present
Share Learning Inc June 2013 - Present
Aspiro - High Adventure Program January 2011 - December 2013
Aephoria LLC June 2009 - December 2013
Education
Karlstad University 2009 — 2011
Master of Science (M.S.)
Blekinge Institute of Technology 2008 — 2009
Master of Science (MS)
Brigham Young University 1989 — 2004
Bachelor of Arts (B.A.)
Christine Chiles's Ameriprise Financial Services, Inc. Experience May 2011 - November 2014
Job Senior Scheduling Coordinator at RiverSource.
Industry Financial Services
Experience
RiverSource November 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2014
Ameriprise Financial Services, Inc. March 2010 - May 2011
Ameriprise Financial January 2007 - March 2010
Anoka Hennepin School District 11 August 2001 - January 2007
Skills
Coaching, Microsoft Office, Life Insurance, Long Term Care Insurance, Disability Insurance, Customer Service, Business Communications, Community Outreach, Event Planning, Microsoft Excel, Leadership, Retirement, Series 63, Retirement Planning, Insurance, Team Building, Process Improvement, Financial Services, Marketing, Finance, Relationship Management
Education
Bethel University 2010 — 2014
Communications, Communications/ Business
RiverSource November 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2014
Ameriprise Financial Services, Inc. March 2010 - May 2011
Ameriprise Financial January 2007 - March 2010
Anoka Hennepin School District 11 August 2001 - January 2007
Skills
Coaching, Microsoft Office, Life Insurance, Long Term Care Insurance, Disability Insurance, Customer Service, Business Communications, Community Outreach, Event Planning, Microsoft Excel, Leadership, Retirement, Series 63, Retirement Planning, Insurance, Team Building, Process Improvement, Financial Services, Marketing, Finance, Relationship Management
Education
Bethel University 2010 — 2014
Communications, Communications/ Business
Kristin (Kirkwood) Bjorklund Kristin (Kirkwood) Bjorklund's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Brand Manager at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. September 2009 - August 2013
Wells Fargo June 2009 - September 2009
Bethel University May 2008 - May 2009
Bethel University November 2007 - September 2008
Wells Fargo June 2008 - August 2008
Bethel University June 2007 - May 2008
Skills
Leadership, Marketing Communications, Leadership Development, Marketing, Brand Management, Training, Strategy, Program Management, Research, PowerPoint, Marketing Strategy, Social Media Marketing, Social Media, Project Management
Education
Bethel University 2005 — 2009
Bachelor's Degree, Marketing and Communications, Summa Cum Laude
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. September 2009 - August 2013
Wells Fargo June 2009 - September 2009
Bethel University May 2008 - May 2009
Bethel University November 2007 - September 2008
Wells Fargo June 2008 - August 2008
Bethel University June 2007 - May 2008
Skills
Leadership, Marketing Communications, Leadership Development, Marketing, Brand Management, Training, Strategy, Program Management, Research, PowerPoint, Marketing Strategy, Social Media Marketing, Social Media, Project Management
Education
Bethel University 2005 — 2009
Bachelor's Degree, Marketing and Communications, Summa Cum Laude
Dawn Wales Dawn Wales's Ameriprise Financial Services, Inc. Experience March 2004 - January 2008
Job Regional Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research June 2012 - Present
Cambridge Investment Research January 2008 - June 2012
Ameriprise Financial Services, Inc. March 2004 - January 2008
Northwestern Mutual August 2001 - January 2004
Education
Colorado Technical University 2011 — 2012
Bachelor of Science, Business Administration, Human Resources
Black Hawk College
Associates of Applied Science, Business Management and Marketing
Cambridge Investment Research June 2012 - Present
Cambridge Investment Research January 2008 - June 2012
Ameriprise Financial Services, Inc. March 2004 - January 2008
Northwestern Mutual August 2001 - January 2004
Education
Colorado Technical University 2011 — 2012
Bachelor of Science, Business Administration, Human Resources
Black Hawk College
Associates of Applied Science, Business Management and Marketing
Lindsey Chapman's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor Franchise Owner at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
JP Morgan Securities LLC March 2010 - July 2015
Edward Jones August 2006 - March 2010
Citizens National Bank of Bluffton September 2000 - April 2006
Skills
Investments, Retirement Planning, 401k
Education
Bluffton University 2002 — 2006
BABA, Accounting & Organizational Management
The Ohio State University 2000 — 2002
Accounting
Ohio Northern University 1999 — 2000
Accounting & Prelaw
Ameriprise Financial Services, Inc. August 2015 - Present
JP Morgan Securities LLC March 2010 - July 2015
Edward Jones August 2006 - March 2010
Citizens National Bank of Bluffton September 2000 - April 2006
Skills
Investments, Retirement Planning, 401k
Education
Bluffton University 2002 — 2006
BABA, Accounting & Organizational Management
The Ohio State University 2000 — 2002
Accounting
Ohio Northern University 1999 — 2000
Accounting & Prelaw
Kory Beck Kory Beck's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Sr. Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Coon Rapids Fire Department December 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - December 2014
Ameriprise Financial Services, Inc. June 2012 - July 2013
Ameriprise Financial Services, Inc. September 2010 - June 2012
Skills
Series 7, Series 63, Educational Leadership, Process Improvement, Financial Services, ThomsonOne, Brokerage, Elementary Education, Retirement Planning, Change Management, Investment Advisory
Education
Bethel University 2006 — 2010
B.A. Elementary Education
Ameriprise Financial Services, Inc. December 2014 - Present
Coon Rapids Fire Department December 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - December 2014
Ameriprise Financial Services, Inc. June 2012 - July 2013
Ameriprise Financial Services, Inc. September 2010 - June 2012
Skills
Series 7, Series 63, Educational Leadership, Process Improvement, Financial Services, ThomsonOne, Brokerage, Elementary Education, Retirement Planning, Change Management, Investment Advisory
Education
Bethel University 2006 — 2010
B.A. Elementary Education
Jennifer McDonald-McMahon Jennifer McDonald-McMahon's Ameriprise Financial Services, Inc. Experience December 2010 - February 2012
Job Compliance Manager at Redhawk Wealth Advisors
Industry Financial Services
Experience
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
Carolina Mina Bellani Carolina Mina Bellani's Ameriprise Financial Services, Inc. Experience June 2005 - June 2006
Job Executive Assistant at Villa Enterprises Management
Industry Restaurants
Experience
Villa Enterprises Management September 2010 - Present
Schering-Plough Research Institute June 2006 - July 2008
Ameriprise Financial Services, Inc. June 2005 - June 2006
Skills
Microsoft Office, Word, Excel, PowerPoint, Customer Service, Organizing Meetings, Travel Management, Corporate Events, Microsoft Word, Microsoft Excel, Budgets, Hospitality, Event Planning, Restaurants, Food & Beverage, Time Management, Food, Inventory Management, Food Service, Process Scheduler, Catering
Education
University of Phoenix 2009 — 2013
Hospitality Administration/Management
Bloomfield College 2005 — 2007
Biology, General
Villa Enterprises Management September 2010 - Present
Schering-Plough Research Institute June 2006 - July 2008
Ameriprise Financial Services, Inc. June 2005 - June 2006
Skills
Microsoft Office, Word, Excel, PowerPoint, Customer Service, Organizing Meetings, Travel Management, Corporate Events, Microsoft Word, Microsoft Excel, Budgets, Hospitality, Event Planning, Restaurants, Food & Beverage, Time Management, Food, Inventory Management, Food Service, Process Scheduler, Catering
Education
University of Phoenix 2009 — 2013
Hospitality Administration/Management
Bloomfield College 2005 — 2007
Biology, General
Afton Liddell Afton Liddell's Ameriprise Financial Services, Inc. Experience November 2007 - July 2008
Job Agilex Technologies
Industry Information Technology and Services
Experience
Accenture June 2014 - Present
Eagle One Solutions, Inc. and Metiér Ltd (contract owner changed) December 2011 - May 2014
Communications Resource, Inc November 2009 - December 2011
Bally Total Fitness February 2011 - November 2011
Idaho State Society (ISS) October 2009 - May 2011
National Pork Producers Council (NPPC) September 2008 - November 2009
Ameriprise Financial Services, Inc. November 2007 - July 2008
Skills
Management, Policy, Project Portfolio..., Public Speaking, Research, Government, Budgets, Proposal Writing, Risk Management, Customer Service, Management Consulting, Project Management, Program Management, Analysis, Data Analysis, Contract Negotiation, Access, Training, Strategy, Change Management, Policy Analysis, Project Planning, Microsoft Excel, Process Improvement, Leadership, Team Leadership, Business Development, Business Analysis, Strategic Planning, Business Strategy, Public Policy
Education
Boise State University 2002 — 2008
BBA, Finance
Oregon State University 2000 — 2001
Boise State University
Bachelor of Business Administration (BBA), Finance
Accenture June 2014 - Present
Eagle One Solutions, Inc. and Metiér Ltd (contract owner changed) December 2011 - May 2014
Communications Resource, Inc November 2009 - December 2011
Bally Total Fitness February 2011 - November 2011
Idaho State Society (ISS) October 2009 - May 2011
National Pork Producers Council (NPPC) September 2008 - November 2009
Ameriprise Financial Services, Inc. November 2007 - July 2008
Skills
Management, Policy, Project Portfolio..., Public Speaking, Research, Government, Budgets, Proposal Writing, Risk Management, Customer Service, Management Consulting, Project Management, Program Management, Analysis, Data Analysis, Contract Negotiation, Access, Training, Strategy, Change Management, Policy Analysis, Project Planning, Microsoft Excel, Process Improvement, Leadership, Team Leadership, Business Development, Business Analysis, Strategic Planning, Business Strategy, Public Policy
Education
Boise State University 2002 — 2008
BBA, Finance
Oregon State University 2000 — 2001
Boise State University
Bachelor of Business Administration (BBA), Finance
Michael Cuneo, CFP® Michael Cuneo, CFP®'s Ameriprise Financial Services, Inc. Experience February 2003 - January 2006
Job Partner, Compass Financial Group
Industry Financial Services
Experience
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
Brenda Zellmer Brenda Zellmer's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Corporate Reviewer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
Skills
Internal Communications, Leadership, Social Media, Event Planning, Training, Time Management, Social Networking, Team Building, Microsoft Office, Customer Satisfaction, Teamwork, Organizational...
Education
Bethel University 2005 — 2013
Bachelor of Arts (B.A.), Organizational Leadership
North Hennepin Community College
Ameriprise Financial Services, Inc. January 2009 - Present
Skills
Internal Communications, Leadership, Social Media, Event Planning, Training, Time Management, Social Networking, Team Building, Microsoft Office, Customer Satisfaction, Teamwork, Organizational...
Education
Bethel University 2005 — 2013
Bachelor of Arts (B.A.), Organizational Leadership
North Hennepin Community College
Jesse Orr Jesse Orr's Ameriprise Financial Services, Inc. Experience December 2005 - September 2006
Job IT Business Systems Analyst at Medtronic
Industry Information Technology and Services
Experience
Medtronic January 2013 - Present
Medtronic September 2006 - January 2013
Ameriprise Financial Services, Inc. December 2005 - September 2006
Target October 2005 - December 2005
U.S. Bank February 2005 - December 2005
Skills
Organizational..., Team Leadership, Leadership, Requirements Analysis, Process Improvement, Visio, SDLC, Software Documentation, Medical Devices, Quality Assurance, Cross-functional Team..., Business Analysis, Active Directory
Education
Bethel University 2012 — 2015
Bachelor's degree, Organizational Leadership, 3.78
Brown College 2003 — 2005
Associate's degree, Information Technology, 3.85 GPA
Medtronic January 2013 - Present
Medtronic September 2006 - January 2013
Ameriprise Financial Services, Inc. December 2005 - September 2006
Target October 2005 - December 2005
U.S. Bank February 2005 - December 2005
Skills
Organizational..., Team Leadership, Leadership, Requirements Analysis, Process Improvement, Visio, SDLC, Software Documentation, Medical Devices, Quality Assurance, Cross-functional Team..., Business Analysis, Active Directory
Education
Bethel University 2012 — 2015
Bachelor's degree, Organizational Leadership, 3.78
Brown College 2003 — 2005
Associate's degree, Information Technology, 3.85 GPA
Chris Danielson Chris Danielson's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Sr. Production Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Skills
Direct Marketing, Direct Mail, Project Management, Leadership, Print Management, Account Management, Marketing Communications, Customer Service, Advertising, Email Marketing, Financial Services, Management, Marketing, Marketing Strategy, Salesforce.com, Process Improvement, Integrated Marketing
Education
University of Minnesota-Twin Cities 1993 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
Bismarck State College 1992 — 1993
Ameriprise Financial Services, Inc. September 2014 - Present
Skills
Direct Marketing, Direct Mail, Project Management, Leadership, Print Management, Account Management, Marketing Communications, Customer Service, Advertising, Email Marketing, Financial Services, Management, Marketing, Marketing Strategy, Salesforce.com, Process Improvement, Integrated Marketing
Education
University of Minnesota-Twin Cities 1993 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
Bismarck State College 1992 — 1993
Garrett Meyer, CRPC® Garrett Meyer, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2010 - October 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Terrey Pine Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services March 2014 - August 2015
Ameriprise Financial Services, Inc. June 2010 - October 2013
UBS Wealth Management April 2009 - April 2010
Education
Bethel University 2006 — 2010
Fidelity Investments September 2015 - Present
Terrey Pine Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services March 2014 - August 2015
Ameriprise Financial Services, Inc. June 2010 - October 2013
UBS Wealth Management April 2009 - April 2010
Education
Bethel University 2006 — 2010
Jewel McNair's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Business Program Coordinator Field Real Estate
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Jostens April 2014 - June 2015
Beth Cooper Public Relations June 2014 - July 2014
Jostens December 2012 - April 2014
Norfolk SPCA February 2012 - October 2012
Max Media of Hampton Roads LLC October 2009 - October 2012
The BowMeow August 2008 - January 2012
Skills
Customer Service, Facebook, Benefits Administration, Data Entry, Communication, Time Management, Social Networking, Office Administration, Non-profit Volunteering, Microsoft Office, SharePoint, Press Releases, Radio Promotions, Outlook, Leadership, Database Administration, Animal Husbandry, Public Relations, Communication Skills, Microsoft Excel, Public Speaking, Online Data Entry, Project Management
Education
Bethel University 2013 — 2015
Bachelor of Arts (BA), Communication Studies, 3.92 G.P.A.
Old Dominion University
Communication/Media Studies
Granby High School
Honors/Tech.Prep Diploma
Ameriprise Financial Services, Inc. June 2015 - Present
Jostens April 2014 - June 2015
Beth Cooper Public Relations June 2014 - July 2014
Jostens December 2012 - April 2014
Norfolk SPCA February 2012 - October 2012
Max Media of Hampton Roads LLC October 2009 - October 2012
The BowMeow August 2008 - January 2012
Skills
Customer Service, Facebook, Benefits Administration, Data Entry, Communication, Time Management, Social Networking, Office Administration, Non-profit Volunteering, Microsoft Office, SharePoint, Press Releases, Radio Promotions, Outlook, Leadership, Database Administration, Animal Husbandry, Public Relations, Communication Skills, Microsoft Excel, Public Speaking, Online Data Entry, Project Management
Education
Bethel University 2013 — 2015
Bachelor of Arts (BA), Communication Studies, 3.92 G.P.A.
Old Dominion University
Communication/Media Studies
Granby High School
Honors/Tech.Prep Diploma
Adrian VanderWoude Sr. Adrian VanderWoude Sr.'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
UBS Wealth Management November 2006 - April 2009
Total Handling Equipment Co. January 1991 - April 2006
Clarklift West, Inc. 1980 - 1990
Clarklift of Dalton, Inc. 1975 - 1979
Clark Equipment Company 1972 - 1974
Education
Bob Jones University 1968 — 1972
Bachelor of Science (B.S.), Accounting
Timothy Christian High School 1963 — 1968
Ameriprise Financial Services, Inc. April 2009 - Present
UBS Wealth Management November 2006 - April 2009
Total Handling Equipment Co. January 1991 - April 2006
Clarklift West, Inc. 1980 - 1990
Clarklift of Dalton, Inc. 1975 - 1979
Clark Equipment Company 1972 - 1974
Education
Bob Jones University 1968 — 1972
Bachelor of Science (B.S.), Accounting
Timothy Christian High School 1963 — 1968
Alexandra Rodriguez-Vazquez Alexandra Rodriguez-Vazquez's Ameriprise Financial Services, Inc. Experience November 2005 - June 2007
Job 2015 MBA graduate Emory University Goizueta Business School seeking a Brand Management, Marketing & Strategy role
Industry Marketing and Advertising
Experience
Emory University Goizueta Business School August 2013 - May 2015
Johnson & Johnson Vision Care June 2014 - August 2014
Columbia Threadneedle Investments, US October 2008 - July 2013
Strategic Financial Partners June 2007 - October 2008
Ameriprise Financial Services, Inc. November 2005 - June 2007
Skills
Mutual Funds, Leadership, Investments, Sales, Marketing, Management, Portfolio Management, Finance, Sales Operations, Strategy, Strategic Planning, Business Development, Business Strategy, Small Business, Financial Advisory, Networking, Salesforce.com, Marketing Strategy, Financial Analysis, Financial Modeling, Data Analysis, Project Management
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Marketing- Brand Management
Boston College 2001 — 2005
Bachelor of Arts (BA), Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2004 — 2004
Economics
Emory University Goizueta Business School August 2013 - May 2015
Johnson & Johnson Vision Care June 2014 - August 2014
Columbia Threadneedle Investments, US October 2008 - July 2013
Strategic Financial Partners June 2007 - October 2008
Ameriprise Financial Services, Inc. November 2005 - June 2007
Skills
Mutual Funds, Leadership, Investments, Sales, Marketing, Management, Portfolio Management, Finance, Sales Operations, Strategy, Strategic Planning, Business Development, Business Strategy, Small Business, Financial Advisory, Networking, Salesforce.com, Marketing Strategy, Financial Analysis, Financial Modeling, Data Analysis, Project Management
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Marketing- Brand Management
Boston College 2001 — 2005
Bachelor of Arts (BA), Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2004 — 2004
Economics
Anthony Chiles Anthony Chiles's Ameriprise Financial Services, Inc. Experience October 2008 - January 2013
Job Technical Support Analyst at Advanced Solutions
Industry Financial Services
Experience
Advanced Solutions December 2013 - Present
Vital Images August 2013 - December 2013
Thomson Reuters March 2013 - August 2013
Ameriprise Financial Services, Inc. October 2008 - January 2013
Target September 2006 - October 2008
Patriot Roofing LLC 2006 - 2008
Skills
Customer Service, Web Support, Sales, Coaching, Retail, Residential Roofing, Web Technologies, Music Production, Music, Windows Server, Windows, Mobile Devices, Mobile Applications, Network Administration, Customer Satisfaction, CRM, Microsoft Office, Leadership, Management, Technical Support, Team Leadership, Process Improvement
Education
Indiana University-Southeast 2014 — 2016
Bachelor’s Degree, Computer Science
Bethel University 2013 — 2014
Bachelor's degree, Organizational Leadership
Blaine High School 2006 — 2008
Advanced Solutions December 2013 - Present
Vital Images August 2013 - December 2013
Thomson Reuters March 2013 - August 2013
Ameriprise Financial Services, Inc. October 2008 - January 2013
Target September 2006 - October 2008
Patriot Roofing LLC 2006 - 2008
Skills
Customer Service, Web Support, Sales, Coaching, Retail, Residential Roofing, Web Technologies, Music Production, Music, Windows Server, Windows, Mobile Devices, Mobile Applications, Network Administration, Customer Satisfaction, CRM, Microsoft Office, Leadership, Management, Technical Support, Team Leadership, Process Improvement
Education
Indiana University-Southeast 2014 — 2016
Bachelor’s Degree, Computer Science
Bethel University 2013 — 2014
Bachelor's degree, Organizational Leadership
Blaine High School 2006 — 2008
Adam Watson's Ameriprise Financial Services, Inc. Experience June 2007 - January 2008
Job Staffing Manager at Accountemps, a Robert Half Company (212) 6877878
Industry Staffing and Recruiting
Experience
Robert Half International August 2012 - Present
Capital Traders Group March 2011 - September 2012
Etrade January 2008 - March 2011
Ameriprise Financial Services, Inc. June 2007 - January 2008
Skills
International Sales, Equities, Trading, Series 7, Options, Securities, Recruiting, Business Analysis, Business Strategy, Sales, Customer Retention, Customer Service, Hedge Funds, New Business Development, Customer Satisfaction, Business Intelligence, Human Resources, Accounting, Business Development, Finance, Financial Services, Investments, Leadership, Management, Training, Account Management, Temporary Placement, Marketing, Consulting, Temporary Staffing
Education
Boston College 2003 — 2007
BS, Finance and Marketing
MHS
Robert Half International August 2012 - Present
Capital Traders Group March 2011 - September 2012
Etrade January 2008 - March 2011
Ameriprise Financial Services, Inc. June 2007 - January 2008
Skills
International Sales, Equities, Trading, Series 7, Options, Securities, Recruiting, Business Analysis, Business Strategy, Sales, Customer Retention, Customer Service, Hedge Funds, New Business Development, Customer Satisfaction, Business Intelligence, Human Resources, Accounting, Business Development, Finance, Financial Services, Investments, Leadership, Management, Training, Account Management, Temporary Placement, Marketing, Consulting, Temporary Staffing
Education
Boston College 2003 — 2007
BS, Finance and Marketing
MHS
Marc Specht, AAMS, AWMA, RFC Marc Specht, AAMS, AWMA, RFC's Ameriprise Financial Services, Inc. Experience December 2011 - September 2015
Job Financial Advisor at Prager Metis Wealth Management
Industry Financial Services
Experience
Prager Metis Wealth Management September 2015 - Present
Ameriprise Financial Services, Inc. December 2011 - September 2015
Wilbanks Securities June 2010 - November 2011
Education
State University of New York at Binghamton 2006 — 2010
BA, Economics
Prager Metis Wealth Management September 2015 - Present
Ameriprise Financial Services, Inc. December 2011 - September 2015
Wilbanks Securities June 2010 - November 2011
Education
State University of New York at Binghamton 2006 — 2010
BA, Economics
M Katherine (Prangley) Liola, CFP®, CRPC®, AIF®'s Ameriprise Financial Services, Inc. Experience September 2001 - April 2012
Job Founder and President at Concentric Private Wealth
Industry Financial Services
Experience
Concentric Private Wealth October 2012 - Present
Armstrong Fleming and Moore April 2012 - October 2012
Ameriprise Financial Services, Inc. September 2001 - April 2012
Skills
Behavorial Finance, Strategic Financial..., Wealth Management, Risk Management, Retirement Planning, Deferred Compensation, Estate Planning, Public Speaking, Certified Financial..., CRPC, Finance
Education
Boston College 1997 — 2001
BA, Communications
Good Counsel High School 1993 — 1997
Concentric Private Wealth October 2012 - Present
Armstrong Fleming and Moore April 2012 - October 2012
Ameriprise Financial Services, Inc. September 2001 - April 2012
Skills
Behavorial Finance, Strategic Financial..., Wealth Management, Risk Management, Retirement Planning, Deferred Compensation, Estate Planning, Public Speaking, Certified Financial..., CRPC, Finance
Education
Boston College 1997 — 2001
BA, Communications
Good Counsel High School 1993 — 1997
Mark Spickelmier Mark Spickelmier's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Customer Relations Professional II
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Science Museum of Minnesota 2002 - 2011
Bethel University 1997 - 2001
Skills
Building Relationships, Operations Management, Problem Solving, Supervision, Customer Service, Event Planning, Team Building, Nonprofits, Management, Supervisory Skills, Leadership, Coaching, Training, Staff Development, Microsoft Word, Microsoft Office, Outlook, Team Leadership, Microsoft Excel, Public Speaking, Security, Museums, Theatre
Education
Bethel University 1997 — 2002
B.A., Theater Arts
Ameriprise Financial Services, Inc. September 2012 - Present
Science Museum of Minnesota 2002 - 2011
Bethel University 1997 - 2001
Skills
Building Relationships, Operations Management, Problem Solving, Supervision, Customer Service, Event Planning, Team Building, Nonprofits, Management, Supervisory Skills, Leadership, Coaching, Training, Staff Development, Microsoft Word, Microsoft Office, Outlook, Team Leadership, Microsoft Excel, Public Speaking, Security, Museums, Theatre
Education
Bethel University 1997 — 2002
B.A., Theater Arts
Michael Hedstrom Michael Hedstrom's Ameriprise Financial Services, Inc. Experience November 2008 - December 2009
Job Director at ClosedEnd Fund Association
Industry Investment Management
Experience
Closed-End Fund Association October 2013 - Present
Smith Group Inc. October 2013 - Present
Scout Investments, Inc. February 2011 - July 2013
Ameriprise Financial Services, Inc. November 2008 - December 2009
H&R Block Financial Advisors 2004 - 2008
ING / Washington Square Securities, Inc. 2002 - 2004
American Express Financial Advisors 1990 - 2002
Skills
Product Marketing, Cross-functional Team..., FINRA, Strategic Partnerships, Advertising, Market Research, Marketing, Business Planning, Integrated Marketing, Brand Management, Online Marketing, Business Development, Leadership, Management, Product Development, CRM, Strategy
Education
Association for Investment Management and Research
Chartered Financial Analyst (CFA), Level 1
Bethel University
Bachelor of Arts, Economics
University of Saint Thomas - School of Business
Master of International Management
Closed-End Fund Association October 2013 - Present
Smith Group Inc. October 2013 - Present
Scout Investments, Inc. February 2011 - July 2013
Ameriprise Financial Services, Inc. November 2008 - December 2009
H&R Block Financial Advisors 2004 - 2008
ING / Washington Square Securities, Inc. 2002 - 2004
American Express Financial Advisors 1990 - 2002
Skills
Product Marketing, Cross-functional Team..., FINRA, Strategic Partnerships, Advertising, Market Research, Marketing, Business Planning, Integrated Marketing, Brand Management, Online Marketing, Business Development, Leadership, Management, Product Development, CRM, Strategy
Education
Association for Investment Management and Research
Chartered Financial Analyst (CFA), Level 1
Bethel University
Bachelor of Arts, Economics
University of Saint Thomas - School of Business
Master of International Management
Ted Norman, CFP® Ted Norman, CFP®'s Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
Education
Black Hills State University
College Of Financial Planning
Financial Advisor
Ameriprise Financial Services, Inc. November 2009 - Present
Education
Black Hills State University
College Of Financial Planning
Financial Advisor
Kim Dornburg, CLU Kim Dornburg, CLU's Ameriprise Financial Services, Inc. Experience June 1994 - October 2007
Job Product Marketing & Sales Strategy with Training & Development Background
Industry Financial Services
Experience
Thrivent Financial April 2008 - Present
Ameriprise Financial Services, Inc. June 1994 - October 2007
Skills
Life Insurance, Financial Services, Product Marketing, Project Management, Instructional Design, Training, Building Relationships, Customer Experience, Disability Income..., Series 6, CLU
Education
Bethel University
University of Minnesota-Duluth
Thrivent Financial April 2008 - Present
Ameriprise Financial Services, Inc. June 1994 - October 2007
Skills
Life Insurance, Financial Services, Product Marketing, Project Management, Instructional Design, Training, Building Relationships, Customer Experience, Disability Income..., Series 6, CLU
Education
Bethel University
University of Minnesota-Duluth
Jonathan Silverman Jonathan Silverman's Ameriprise Financial Services, Inc. Experience May 2009 - August 2009
Job Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Capco January 2013 - April 2014
Morgan Stanley June 2011 - December 2012
Morgan Stanley May 2010 - August 2010
Ameriprise Financial Services, Inc. May 2009 - August 2009
Skills
MS Office, Reporting and Analytics, Value Investing, Workflow Diagrams, Visio, Business Analysis, Microsoft Office, Securities, Options, Financial Services, Trading, Bloomberg Terminal, Investment Banking, Teaching, Financial Analysis, Access, Data Analysis, Valuation, Financial Modeling, Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Equities, Asset Management, Analysis, Microsoft Excel, PowerPoint, Project Management, Microsoft Word, Finance, Derivatives, Risk Management, Financial Markets, Leadership, Financial Risk, Management
Education
SUNY Binghamton 2008 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Morgan Stanley May 2014 - Present
Capco January 2013 - April 2014
Morgan Stanley June 2011 - December 2012
Morgan Stanley May 2010 - August 2010
Ameriprise Financial Services, Inc. May 2009 - August 2009
Skills
MS Office, Reporting and Analytics, Value Investing, Workflow Diagrams, Visio, Business Analysis, Microsoft Office, Securities, Options, Financial Services, Trading, Bloomberg Terminal, Investment Banking, Teaching, Financial Analysis, Access, Data Analysis, Valuation, Financial Modeling, Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Equities, Asset Management, Analysis, Microsoft Excel, PowerPoint, Project Management, Microsoft Word, Finance, Derivatives, Risk Management, Financial Markets, Leadership, Financial Risk, Management
Education
SUNY Binghamton 2008 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Shannon Reightley Shannon Reightley's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Client Service Coordinator for Ameriprise Financial
Industry Accounting
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Creative Awards & Promotions August 2012 - May 2014
General Motors May 2001 - August 2009
Stefanczyk Trucking October 1998 - October 2001
Skills
PowerPoint, Spreadsheets, Access, Income Tax, Outlook, Microsoft Excel, Microsoft Word, Accounting, Bookkeeping, Customer Service, Financial Accounting, Tax, Accounts Payable, Microsoft Office, Tax Returns, Payroll, Sales Tax, Journal Entries, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Invoicing, General Ledger, Cash Flow, Financial Statements, Financial Reporting, Corporate Tax, Expenses, Auditing, Accruals, Payroll Taxes, Tax Accounting, Tax Preparation, Accountants
Education
Upper Iowa University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting
Blackhawk Technical College 2009 — 2012
Associate's degree, Accounting
Ameriprise Financial Services, Inc. May 2014 - Present
Creative Awards & Promotions August 2012 - May 2014
General Motors May 2001 - August 2009
Stefanczyk Trucking October 1998 - October 2001
Skills
PowerPoint, Spreadsheets, Access, Income Tax, Outlook, Microsoft Excel, Microsoft Word, Accounting, Bookkeeping, Customer Service, Financial Accounting, Tax, Accounts Payable, Microsoft Office, Tax Returns, Payroll, Sales Tax, Journal Entries, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Invoicing, General Ledger, Cash Flow, Financial Statements, Financial Reporting, Corporate Tax, Expenses, Auditing, Accruals, Payroll Taxes, Tax Accounting, Tax Preparation, Accountants
Education
Upper Iowa University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting
Blackhawk Technical College 2009 — 2012
Associate's degree, Accounting
Anna Wright's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job National Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Joern, Samaha, Ryan & Associates with Ameriprise June 2014 - July 2015
McGraw-Hill June 2012 - January 2013
Loras All-Sports Camp June 2010 - August 2012
Flora Pool June 2010 - August 2012
Skills
Teamwork, Microsoft Excel, Editing, Management, Microsoft Office, PowerPoint, Teaching, Financial Analysis, Microsoft Word, Customer Service, English, Windows, Outlook, Time Management, Leadership
Education
University of St. Thomas 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services
Birkbeck College, University of London 2012 — 2012
Ameriprise Financial Services, Inc. August 2015 - Present
Joern, Samaha, Ryan & Associates with Ameriprise June 2014 - July 2015
McGraw-Hill June 2012 - January 2013
Loras All-Sports Camp June 2010 - August 2012
Flora Pool June 2010 - August 2012
Skills
Teamwork, Microsoft Excel, Editing, Management, Microsoft Office, PowerPoint, Teaching, Financial Analysis, Microsoft Word, Customer Service, English, Windows, Outlook, Time Management, Leadership
Education
University of St. Thomas 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services
Birkbeck College, University of London 2012 — 2012
Gary Howard, CFP®, JD Gary Howard, CFP®, JD's Ameriprise Financial Services, Inc. Experience March 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2000 - Present
Education
The College of William and Mary 1973 — 1976
Juris Doctor (J.D.), Law
Binghamton University 1969 — 1973
Bachelor's Degree, Political Science
Ameriprise Financial Services, Inc. March 2000 - Present
Education
The College of William and Mary 1973 — 1976
Juris Doctor (J.D.), Law
Binghamton University 1969 — 1973
Bachelor's Degree, Political Science
Peter Godino, CFP® Peter Godino, CFP®'s Ameriprise Financial Services, Inc. Experience November 1997 - April 2002
Job CFP® professional at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management August 2011 - Present
Morgan Stanley Smith Barney November 2009 - July 2011
Bainco International Investors January 2008 - April 2009
J.P. King & Associates, Inc May 2002 - December 2007
Ameriprise Financial Services, Inc. November 1997 - April 2002
Brown Brothers Harriman January 1992 - September 1997
Education
University of California, Berkeley 2002 — 2003
Certificate program, Personal Financial Planning
Boston College 1989 — 1994
BA, Political Science
Boston Latin School 1979 — 1986
Diploma, College Prep
Modera Wealth Management August 2011 - Present
Morgan Stanley Smith Barney November 2009 - July 2011
Bainco International Investors January 2008 - April 2009
J.P. King & Associates, Inc May 2002 - December 2007
Ameriprise Financial Services, Inc. November 1997 - April 2002
Brown Brothers Harriman January 1992 - September 1997
Education
University of California, Berkeley 2002 — 2003
Certificate program, Personal Financial Planning
Boston College 1989 — 1994
BA, Political Science
Boston Latin School 1979 — 1986
Diploma, College Prep
Brad Turgeon Brad Turgeon's Ameriprise Financial Services, Inc. Experience January 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1994 - Present
Education
Bethel University
Bachelor of Arts (BA), Business
Ameriprise Financial Services, Inc. January 1994 - Present
Education
Bethel University
Bachelor of Arts (BA), Business
David Laurion David Laurion's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor | Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Raymond James Financial 2004 - May 2012
Franke, Laurion & Stanley January 1986 - June 2002
IDS Financial Services March 1981 - December 1983
Education
Bethel University 1975 — 1979
BA, Psychology
Ameriprise Financial Services, Inc. June 2012 - Present
Raymond James Financial 2004 - May 2012
Franke, Laurion & Stanley January 1986 - June 2002
IDS Financial Services March 1981 - December 1983
Education
Bethel University 1975 — 1979
BA, Psychology
Aaron Neal Aaron Neal's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
American General Financial Services 2008 - 2010
Neal Mortgage Co. LLC 2006 - 2008
Carolina Mortgage Co. Inc. 2004 - 2006
Anderson Brothers Bank 2004 - 2005
Wells Fargo Financial 1997 - 2004
Education
Bob Jones University 1992 — 1997
BS, Marketing Management
Ameriprise Financial Services, Inc. January 2010 - Present
American General Financial Services 2008 - 2010
Neal Mortgage Co. LLC 2006 - 2008
Carolina Mortgage Co. Inc. 2004 - 2006
Anderson Brothers Bank 2004 - 2005
Wells Fargo Financial 1997 - 2004
Education
Bob Jones University 1992 — 1997
BS, Marketing Management
Carissa Dawson Carissa Dawson's Ameriprise Financial Services, Inc. Experience March 2011 - November 2011
Job Coach
Industry Sports
Experience
Victory Volleyball Club October 2010 - November 2012
Ameriprise Financial Services, Inc. March 2011 - November 2011
University of North Texas July 2010 - February 2011
Surf City Girls Volleyball Club August 2009 - June 2010
Westminster High School January 2010 - May 2010
DUKE'S February 2007 - August 2009
Century 21 Beachside Realtors March 2008 - January 2009
WORSHIP LEADER, INC August 2006 - February 2007
PARTIES BY PANACHE June 2003 - August 2006
Biola University January 2006 - May 2006
Skills
Customer Service, Editing, Event Planning, Leadership, Management, Marketing, Microsoft Office, Project Management, Creative Writing
Education
Biola University 2004 — 2006
MA, Philosophy of Religion and Ethics
Biola University 2000 — 2004
B.A., Communication Studies
Biola University
2006Masters of Arts Philosophy; Talbot School of Theology2004Bachelor of Arts, Religion and; Communication Studies
Victory Volleyball Club October 2010 - November 2012
Ameriprise Financial Services, Inc. March 2011 - November 2011
University of North Texas July 2010 - February 2011
Surf City Girls Volleyball Club August 2009 - June 2010
Westminster High School January 2010 - May 2010
DUKE'S February 2007 - August 2009
Century 21 Beachside Realtors March 2008 - January 2009
WORSHIP LEADER, INC August 2006 - February 2007
PARTIES BY PANACHE June 2003 - August 2006
Biola University January 2006 - May 2006
Skills
Customer Service, Editing, Event Planning, Leadership, Management, Marketing, Microsoft Office, Project Management, Creative Writing
Education
Biola University 2004 — 2006
MA, Philosophy of Religion and Ethics
Biola University 2000 — 2004
B.A., Communication Studies
Biola University
2006Masters of Arts Philosophy; Talbot School of Theology2004Bachelor of Arts, Religion and; Communication Studies
Sarah Scales Sarah Scales's Ameriprise Financial Services, Inc. Experience April 2009 - December 2013
Job Master of Social Work Student
Industry Individual & Family Services
Experience
Cerebral Palsy of Massachusetts 2007 - Present
The Arc of Bristol County May 2014 - August 2015
New Horizons Resources, Inc. January 2015 - May 2015
Marist College September 2012 - May 2015
The Arc of Bristol County May 2014 - August 2014
Marist College January 2013 - August 2014
Ameriprise Financial Services, Inc. April 2009 - December 2013
Justice Resource Institute June 2013 - August 2013
Kennedy-Donovan Center January 2013 - January 2013
Attleboro Public Schools June 2012 - August 2012
Skills
Dependable Team Player, Communication Skills, Confidentiality, Service Focused, Time Management, Friendly Personality, Personal Care, Empathy, Social Services, Respect for other's..., Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Google Docs, Google Sites, Research, Customer Service, Problem Solving
Education
Boston College 2015 — 2017
Master’s Degree, Social Work
Marist College 2011 — 2015
Bachelor’s Degree, Psychology and Social Work
Cerebral Palsy of Massachusetts 2007 - Present
The Arc of Bristol County May 2014 - August 2015
New Horizons Resources, Inc. January 2015 - May 2015
Marist College September 2012 - May 2015
The Arc of Bristol County May 2014 - August 2014
Marist College January 2013 - August 2014
Ameriprise Financial Services, Inc. April 2009 - December 2013
Justice Resource Institute June 2013 - August 2013
Kennedy-Donovan Center January 2013 - January 2013
Attleboro Public Schools June 2012 - August 2012
Skills
Dependable Team Player, Communication Skills, Confidentiality, Service Focused, Time Management, Friendly Personality, Personal Care, Empathy, Social Services, Respect for other's..., Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Google Docs, Google Sites, Research, Customer Service, Problem Solving
Education
Boston College 2015 — 2017
Master’s Degree, Social Work
Marist College 2011 — 2015
Bachelor’s Degree, Psychology and Social Work
Maigan Gorman Maigan Gorman's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Student at State University of New York at Binghamton
Industry Apparel & Fashion
Experience
Global Brands Group (A member of the Fung Group) August 2015 - Present
BCBG Max Azria May 2012 - Present
Berk Communications and Marketing May 2014 - August 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
The Law offices of Lambert Weiss Weisman June 2010 - August 2010
Skills
Fashion, Trend Analysis, Trend Forecasting, Visual Merchandising, Apparel, Styling, Merchandising, Trend, Fashion Design, Retail Sales, Retail, Store Management, Luxury Goods, Fashion Writing, Textiles, Loss Prevention, Facebook, Sales, PowerPoint, Time Management, Marketing, Outlook, Event Planning, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Teamwork, Customer Service, Leadership, Public Speaking, Research, Social Media Marketing, Data Analysis, Analysis
Education
Binghamton University 2012 — 2015
Bachelor of Arts (B.A.), Applied Economics
University of Tennessee-Knoxville 2011 — 2012
Half Hollow Hills High School West 2008 — 2011
Global Brands Group (A member of the Fung Group) August 2015 - Present
BCBG Max Azria May 2012 - Present
Berk Communications and Marketing May 2014 - August 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
The Law offices of Lambert Weiss Weisman June 2010 - August 2010
Skills
Fashion, Trend Analysis, Trend Forecasting, Visual Merchandising, Apparel, Styling, Merchandising, Trend, Fashion Design, Retail Sales, Retail, Store Management, Luxury Goods, Fashion Writing, Textiles, Loss Prevention, Facebook, Sales, PowerPoint, Time Management, Marketing, Outlook, Event Planning, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Teamwork, Customer Service, Leadership, Public Speaking, Research, Social Media Marketing, Data Analysis, Analysis
Education
Binghamton University 2012 — 2015
Bachelor of Arts (B.A.), Applied Economics
University of Tennessee-Knoxville 2011 — 2012
Half Hollow Hills High School West 2008 — 2011
Tyler J. Smith's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Assurance Experienced Associate in Private Company Services at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC September 2014 - July 2015
Boston College September 2013 - May 2014
PwC June 2013 - August 2013
Boston College September 2011 - December 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Farmington Woods Clubhouse May 2010 - August 2010
Blue Sky Foods May 2008 - September 2008
Skills
Excel, Microsoft Office, Spanish, PowerPoint, Quicken, QuickBooks, Microsoft Excel, Accounting, SPSS, Research, Statistics, Management, Data Analysis, Microsoft Word
Education
Boston College - Carroll School of Management 2010 — 2014
B.S., Accounting and Finance
PwC July 2015 - Present
PwC September 2014 - July 2015
Boston College September 2013 - May 2014
PwC June 2013 - August 2013
Boston College September 2011 - December 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Farmington Woods Clubhouse May 2010 - August 2010
Blue Sky Foods May 2008 - September 2008
Skills
Excel, Microsoft Office, Spanish, PowerPoint, Quicken, QuickBooks, Microsoft Excel, Accounting, SPSS, Research, Statistics, Management, Data Analysis, Microsoft Word
Education
Boston College - Carroll School of Management 2010 — 2014
B.S., Accounting and Finance
Maxwell Hoffman Maxwell Hoffman's Ameriprise Financial Services, Inc. Experience 2011 - April 2013
Job OmniChannel Merchandise Planner at ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey)
Industry Apparel & Fashion
Experience
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) March 2015 - Present
ANN INC. December 2013 - April 2015
ANN INC. September 2013 - December 2013
Gap Inc./Gap July 2013 - September 2013
Grinnell Designs May 2013 - July 2013
Ameriprise Financial Services, Inc. 2011 - April 2013
Merrill Lynch Investment Managers May 2010 - August 2010
SUNY Oneonta August 2009 - May 2010
Fujifilm July 2009 - August 2009
Skills
SAP BI, Merchandise Planning, Microsoft Excel, Equities, Finance, Microsoft Word, Microsoft Office, Financial Modeling, Marketing Strategy, Research, Series 7, PowerPoint, QuickBooks, Merchandising, Financial Analysis, Sales, Uniform Combined State..., Time Management, ETFs, Merchandise Pl
Education
Fashion Institute of Technology 2013 — 2013
Associate of Arts and Science (A.A.) Evening and Weekend Program, Fashion Merchandising Management, Cum Laude
State University of New York College at Oneonta 2007 — 2010
BAS, Business Economics, Cum Laude
Bosphorus University
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) March 2015 - Present
ANN INC. December 2013 - April 2015
ANN INC. September 2013 - December 2013
Gap Inc./Gap July 2013 - September 2013
Grinnell Designs May 2013 - July 2013
Ameriprise Financial Services, Inc. 2011 - April 2013
Merrill Lynch Investment Managers May 2010 - August 2010
SUNY Oneonta August 2009 - May 2010
Fujifilm July 2009 - August 2009
Skills
SAP BI, Merchandise Planning, Microsoft Excel, Equities, Finance, Microsoft Word, Microsoft Office, Financial Modeling, Marketing Strategy, Research, Series 7, PowerPoint, QuickBooks, Merchandising, Financial Analysis, Sales, Uniform Combined State..., Time Management, ETFs, Merchandise Pl
Education
Fashion Institute of Technology 2013 — 2013
Associate of Arts and Science (A.A.) Evening and Weekend Program, Fashion Merchandising Management, Cum Laude
State University of New York College at Oneonta 2007 — 2010
BAS, Business Economics, Cum Laude
Bosphorus University
Alicia Guild Alicia Guild's Ameriprise Financial Services, Inc. Experience September 2011 - August 2012
Job Teacher at EF English First
Industry Financial Services
Experience
EF English First June 2015 - Present
ISD 191 Burnsville-Eagan-Savage School District August 2014 - June 2015
ISD 622 August 2013 - June 2014
Bertelson Total Office Solutions September 2012 - May 2013
Ameriprise Financial Services, Inc. September 2011 - August 2012
Skills
Strategic Planning, Cold Calling, Strategic Financial..., Retirement Planning, Sales Presentations, Volunteer Management, Business Development
Education
Bethel University 1998 — 2004
Master's degree, Special Education and Teaching
Crown College 1993 — 1996
Bachelor's degree, Psychology/Secondary Education
EF English First June 2015 - Present
ISD 191 Burnsville-Eagan-Savage School District August 2014 - June 2015
ISD 622 August 2013 - June 2014
Bertelson Total Office Solutions September 2012 - May 2013
Ameriprise Financial Services, Inc. September 2011 - August 2012
Skills
Strategic Planning, Cold Calling, Strategic Financial..., Retirement Planning, Sales Presentations, Volunteer Management, Business Development
Education
Bethel University 1998 — 2004
Master's degree, Special Education and Teaching
Crown College 1993 — 1996
Bachelor's degree, Psychology/Secondary Education
Vivek Mehra, CLTC's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith, Inc. March 2009 - July 2012
Citigroup Global Markets, Inc. April 2004 - March 2009
Prudential Securities Inc./Wachovia Securities July 1997 - April 2004
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science (BS), Finance
Ameriprise Financial Services, Inc. July 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith, Inc. March 2009 - July 2012
Citigroup Global Markets, Inc. April 2004 - March 2009
Prudential Securities Inc./Wachovia Securities July 1997 - April 2004
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science (BS), Finance
Kevin Kirchheimer Kevin Kirchheimer's Ameriprise Financial Services, Inc. Experience September 2009 - Present
Job Financial Advisor with the practice of Jonathon L. Myers at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial Services, Inc. August 2008 - Present
BAE Systems May 2008 - August 2008
Binghamton University June 2007 - May 2008
Education
Binghamton University - School of Management 2006 — 2010
BS, Management, Finance, Marketing
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial Services, Inc. August 2008 - Present
BAE Systems May 2008 - August 2008
Binghamton University June 2007 - May 2008
Education
Binghamton University - School of Management 2006 — 2010
BS, Management, Finance, Marketing
Donald Kurey, MBA Donald Kurey, MBA's Ameriprise Financial Services, Inc. Experience 1994 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1994 - Present
HSBC 1981 - 1991
Education
Binghamton University - School of Management
MBA
Wagner College
B.S., Economics and Business Administration
Vestal High School
Ameriprise Financial Services, Inc. 1994 - Present
HSBC 1981 - 1991
Education
Binghamton University - School of Management
MBA
Wagner College
B.S., Economics and Business Administration
Vestal High School
Joseph M. Silva, CRPC®'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
Education
Boston College
BS, Finance & Accounting
Ione Prep
Ameriprise Financial Services, Inc. 2004 - Present
Education
Boston College
BS, Finance & Accounting
Ione Prep
Vladimir Krinitsyn Vladimir Krinitsyn's Ameriprise Financial Services, Inc. Experience May 2009 - August 2010
Job Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance November 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - August 2010
Ameriprise Financial July 2006 - May 2009
Ameriprise Financial June 2005 - July 2006
American Express Financial Advisors 2001 - 2002
Skills
Financial Services, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Retirement, Financial Advisory, Investments, Series 63, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Insurance, Securities, Series 6, 401k, Investment Advisory, Investment Strategies, Disability Insurance, Business Planning, Mortgage Lending, Banking, Debt Management, Roth IRA, Simple IRA, IRAs, College Savings Plans, Umbrella Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Long-term Care
Education
Minnesota State University, Mankato 2008 — 2009
CFP
University of Minnesota-Twin Cities 1994 — 1998
BA
Bethel University 1994 — 1995
General Ed
State Farm Insurance November 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - August 2010
Ameriprise Financial July 2006 - May 2009
Ameriprise Financial June 2005 - July 2006
American Express Financial Advisors 2001 - 2002
Skills
Financial Services, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Retirement, Financial Advisory, Investments, Series 63, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Insurance, Securities, Series 6, 401k, Investment Advisory, Investment Strategies, Disability Insurance, Business Planning, Mortgage Lending, Banking, Debt Management, Roth IRA, Simple IRA, IRAs, College Savings Plans, Umbrella Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Long-term Care
Education
Minnesota State University, Mankato 2008 — 2009
CFP
University of Minnesota-Twin Cities 1994 — 1998
BA
Bethel University 1994 — 1995
General Ed
Jonathan Skerry Jonathan Skerry's Ameriprise Financial Services, Inc. Experience October 2010 - November 2013
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - November 2013
State Street April 2004 - February 2009
Putnam 1999 - 2003
Skills
Fixed Income, Mutual Funds, SDLC, Business Requirements, Fund Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management
Providence College 1982 — 1986
Brown Brothers Harriman November 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - November 2013
State Street April 2004 - February 2009
Putnam 1999 - 2003
Skills
Fixed Income, Mutual Funds, SDLC, Business Requirements, Fund Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management
Providence College 1982 — 1986
Rick Amirault's Ameriprise Financial Services, Inc. Experience November 1995 - Present
Job Financial Advisor, President of Tuck Point Financial Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1995 - Present
Amirault, Thompson & Associates December 1995 - May 2014
Jubilee Yacht Club 1992 - August 2012
United States Navy July 1968 - July 1995
Destroyer Squadron 32 1985 - 1988
Education
Naval Postgraduate School 1983 — 1986
MOS, Personel Mangement
Boston College 1967 — 1971
BOS, Operational Management
Ameriprise Financial Services, Inc. November 1995 - Present
Amirault, Thompson & Associates December 1995 - May 2014
Jubilee Yacht Club 1992 - August 2012
United States Navy July 1968 - July 1995
Destroyer Squadron 32 1985 - 1988
Education
Naval Postgraduate School 1983 — 1986
MOS, Personel Mangement
Boston College 1967 — 1971
BOS, Operational Management
Heather Lenseth's Ameriprise Financial Services, Inc. Experience January 2008 - May 2011
Job Internal Sales Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2015 - Present
Legg Mason June 2014 - July 2015
Legg Mason June 2011 - July 2014
Ameriprise Financial Services, Inc. January 2008 - May 2011
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Alternative Investments, Strategic Financial..., Fixed Annuities, 401k, Portfolio Management, Estate Planning, Financial Advisory, Series 6, Insurance, Series 24
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Quantitative Finance and Leadership & Change Management
Binghamton University 2003 — 2007
Bachelor of Science, Financial Economics
Legg Mason July 2015 - Present
Legg Mason June 2014 - July 2015
Legg Mason June 2011 - July 2014
Ameriprise Financial Services, Inc. January 2008 - May 2011
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Alternative Investments, Strategic Financial..., Fixed Annuities, 401k, Portfolio Management, Estate Planning, Financial Advisory, Series 6, Insurance, Series 24
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Quantitative Finance and Leadership & Change Management
Binghamton University 2003 — 2007
Bachelor of Science, Financial Economics
Dan OHare Dan OHare's Ameriprise Financial Services, Inc. Experience January 2011 - July 2012
Job Senior Project Manager at Old Republic National Title Insurance Company
Industry Information Technology and Services
Experience
Old Republic Title Company July 2013 - Present
ING May 2013 - July 2013
Verizon Business July 2012 - April 2013
Best Buy July 2012 - April 2013
IBM Global Services January 2011 - July 2012
Ameriprise Financial Services, Inc. January 2011 - July 2012
Computer Task Group May 2010 - December 2010
IBM System & Technology Group February 2002 - March 2010
IBM February 1997 - January 2002
Skills
Disaster Recovery, Storage, Data Center, Servers, PMP, AIX, Project Management, Program Management, Project Planning, Time Management, Communication Skills, Linux, Project Delivery, Unix, Pre-sales, Strategy, Management, Telecommunications, Integration, Security, Solution Architecture, Enterprise Architecture, System Deployment, Infrastructure, Information Technology, IT Strategy, ITIL, IT Service Management, IT Management, PMO
Education
Binghamton University
Advanced Studies
Michigan Technological University
BSEE, Electrical Engineering
University of Minnesota-Twin Cities
Computer Science
Old Republic Title Company July 2013 - Present
ING May 2013 - July 2013
Verizon Business July 2012 - April 2013
Best Buy July 2012 - April 2013
IBM Global Services January 2011 - July 2012
Ameriprise Financial Services, Inc. January 2011 - July 2012
Computer Task Group May 2010 - December 2010
IBM System & Technology Group February 2002 - March 2010
IBM February 1997 - January 2002
Skills
Disaster Recovery, Storage, Data Center, Servers, PMP, AIX, Project Management, Program Management, Project Planning, Time Management, Communication Skills, Linux, Project Delivery, Unix, Pre-sales, Strategy, Management, Telecommunications, Integration, Security, Solution Architecture, Enterprise Architecture, System Deployment, Infrastructure, Information Technology, IT Strategy, ITIL, IT Service Management, IT Management, PMO
Education
Binghamton University
Advanced Studies
Michigan Technological University
BSEE, Electrical Engineering
University of Minnesota-Twin Cities
Computer Science
Reginald A. Noël, MS Reginald A. Noël, MS's Ameriprise Financial Services, Inc. Experience December 2005 - May 2006
Job Edit and Estimation Economist at Dept of Labor Bureau of Labor Statistics
Industry Government Relations
Experience
Dept of Labor - Bureau of Labor Statistics November 2010 - Present
PepsiCo September 2010 - November 2010
PepsiCo January 2009 - September 2010
PepsiCo June 2007 - January 2009
PepsiCo December 2006 - June 2007
Ameriprise Financial Services, Inc. December 2005 - May 2006
ICT Group January 2005 - December 2005
Apria Healthcare December 2003 - May 2004
Skills
Forecasting, SAP, Eviews, Oracle, Time Series Analysis, Financial Statements, ARIMA, Regression Models, Data Analysis, Microsoft Excel, Access, SAS, Financial Analysis, Financial Modeling, Statistics, EViews, Financial Reporting
Education
University at Buffalo 2004 — 2006
Masters of Science, Financial Economics
Binghamton University 1999 — 2003
Bachelor's of Arts, PreLaw and Economics
Salesian High School 1995 — 1999
Regents Diploma
Salesian High School 1995 — 1999
Regents Diploma
Dept of Labor - Bureau of Labor Statistics November 2010 - Present
PepsiCo September 2010 - November 2010
PepsiCo January 2009 - September 2010
PepsiCo June 2007 - January 2009
PepsiCo December 2006 - June 2007
Ameriprise Financial Services, Inc. December 2005 - May 2006
ICT Group January 2005 - December 2005
Apria Healthcare December 2003 - May 2004
Skills
Forecasting, SAP, Eviews, Oracle, Time Series Analysis, Financial Statements, ARIMA, Regression Models, Data Analysis, Microsoft Excel, Access, SAS, Financial Analysis, Financial Modeling, Statistics, EViews, Financial Reporting
Education
University at Buffalo 2004 — 2006
Masters of Science, Financial Economics
Binghamton University 1999 — 2003
Bachelor's of Arts, PreLaw and Economics
Salesian High School 1995 — 1999
Regents Diploma
Salesian High School 1995 — 1999
Regents Diploma
Wally Beck Wally Beck's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
RBC Capital Markets February 1999 - August 2013
SALOMON SMITH BARNEY INC. September 1993 - January 1999
Paine Webber September 1984 - September 1993
Education
Boise State University 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2013 - Present
RBC Capital Markets February 1999 - August 2013
SALOMON SMITH BARNEY INC. September 1993 - January 1999
Paine Webber September 1984 - September 1993
Education
Boise State University 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brenda Zellmer's Ameriprise Financial Services, Inc. Experience Review and process marketing and advertising material. Support incoming database inquiries.$
Job Corporate Reviewer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Review and process marketing and advertising material. Support incoming database inquiries.$
Skills
Document Management, Marketing Support, Oral & Written..., Interpersonal..., Social Networking, Proofreading, Leadership, Training, Internal Communications, Time Management, Teamwork, Customer Service
Education
Bethel University 2005 — 2013
Bachelor of Arts (B.A.), Organizational Leadership
North Hennepin Community College
Ameriprise Financial Services, Inc. Review and process marketing and advertising material. Support incoming database inquiries.$
Skills
Document Management, Marketing Support, Oral & Written..., Interpersonal..., Social Networking, Proofreading, Leadership, Training, Internal Communications, Time Management, Teamwork, Customer Service
Education
Bethel University 2005 — 2013
Bachelor of Arts (B.A.), Organizational Leadership
North Hennepin Community College
Benjamin Glover benjamin.c.glover@stewardingwealth.com's Ameriprise Financial Services, Inc. Experience 2007 - October 2009
Job Principle at Carolina Wealth Stewardshp Group
Industry Financial Services
Experience
Carolina Wealth Stewardship Group October 2007 - Present
The Dave Ramsey Show October 2009 - Present
Kingdom Advisors February 2009 - Present
Ameriprise Financial Services, Inc. 2007 - October 2009
G&K Services August 2005 - May 2007
Crothall Services Group February 2005 - August 2005
National Linen Service (now Alsco) August 2000 - July 2005
Skills
Insurance, Investments, Small Business, Estate Planning, Management Consulting, Planning, Public Speaking, Profitability, Budgeting, Accountability, Strategic Planning, Savings, Asset, Charities, Risk Management, Employee Benefits, Expenses, Teaching, Business Planning, Portfolio Management, 401k, 401k Rollovers, IRA's, Simple IRA, Pension Administration, Financial Planning, Stocks, Bonds, Mutual Funds, Term Life Insurance, Annual Giving, Annuities, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Wealth Management, Asset Managment, Long-term Care, Financial Planners, Finance, Series 7, Fixed Annuities, Strategic Financial..., IRAs, Budgets, Financial Services, Financial Advisory, Financial Analysis, Series 63
Education
University of Tennessee-Knoxville 1999 — 2001
BS, Psychology
Birmingham-Southern College 1998 — 1999
Psychology
Jackson State CC 1995 — 1997
AS, Communications, Broadcasting
Hendersonville High School 1992 — 1995
Carolina Wealth Stewardship Group October 2007 - Present
The Dave Ramsey Show October 2009 - Present
Kingdom Advisors February 2009 - Present
Ameriprise Financial Services, Inc. 2007 - October 2009
G&K Services August 2005 - May 2007
Crothall Services Group February 2005 - August 2005
National Linen Service (now Alsco) August 2000 - July 2005
Skills
Insurance, Investments, Small Business, Estate Planning, Management Consulting, Planning, Public Speaking, Profitability, Budgeting, Accountability, Strategic Planning, Savings, Asset, Charities, Risk Management, Employee Benefits, Expenses, Teaching, Business Planning, Portfolio Management, 401k, 401k Rollovers, IRA's, Simple IRA, Pension Administration, Financial Planning, Stocks, Bonds, Mutual Funds, Term Life Insurance, Annual Giving, Annuities, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Wealth Management, Asset Managment, Long-term Care, Financial Planners, Finance, Series 7, Fixed Annuities, Strategic Financial..., IRAs, Budgets, Financial Services, Financial Advisory, Financial Analysis, Series 63
Education
University of Tennessee-Knoxville 1999 — 2001
BS, Psychology
Birmingham-Southern College 1998 — 1999
Psychology
Jackson State CC 1995 — 1997
AS, Communications, Broadcasting
Hendersonville High School 1992 — 1995
Dale Huang Dale Huang's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan Chase Bank, NA 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
DAH Capital Management 1997 - 2006
Education
Rutgers University School of Law - Newark 1993 — 1996
JD
Boston College 1988 — 1992
BA
West Windsor High School
JPMorgan Chase Bank, NA 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
DAH Capital Management 1997 - 2006
Education
Rutgers University School of Law - Newark 1993 — 1996
JD
Boston College 1988 — 1992
BA
West Windsor High School
Thomas Hauber Thomas Hauber's Ameriprise Financial Services, Inc. Experience 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1992 - Present
Education
Bloomsburg University of Pennsylvania 1989 — 1992
BS, Business Administration- Finance
Honesdale High School
Ameriprise Financial Services, Inc. 1992 - Present
Education
Bloomsburg University of Pennsylvania 1989 — 1992
BS, Business Administration- Finance
Honesdale High School
Matthew Carbone's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Region Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Ameriprise Financial Services, Inc. December 1999 - July 2009
Ameriprise Financial Services, Inc. May 1993 - November 1999
Education
Boston College 1988 — 1992
B.A., Economics
Gonzaga College High School 1984 — 1988
Ameriprise Financial Services, Inc. July 2009 - Present
Ameriprise Financial Services, Inc. December 1999 - July 2009
Ameriprise Financial Services, Inc. May 1993 - November 1999
Education
Boston College 1988 — 1992
B.A., Economics
Gonzaga College High School 1984 — 1988
Jerry A Sharp Jerry A Sharp's Ameriprise Financial Services, Inc. Experience August 2003 - March 2010
Job Director of Finance at Civil Air Patrol
Industry Financial Services
Experience
Civil Air Patrol August 2014 - Present
Sharp Tax & Accounting February 2013 - Present
Ameriprise Financial Services, Inc. August 2003 - March 2010
Tax Accountant Sharp Tax & Accounting 1994-2003 February 1994 - July 2003
Skills
Tax Preparation, Full-Charge Bookkeeping, Personal Financial..., Strategic Financial..., Financial Advisory, Accounting, Retirement Planning, Tax, Personal Finance, Small Business, Financial Services, IRAs, Fixed Annuities, Life Insurance, Healthcare, Estate Planning, Cash Flow, Portfolio Management, Investments, Asset Management, Underwriting, Investment Strategies
Education
Birmingham-Southern College 1991 — 1993
BS, Accounting
University of Alabama at Birmingham 1983 — 1984
Accounting
Civil Air Patrol August 2014 - Present
Sharp Tax & Accounting February 2013 - Present
Ameriprise Financial Services, Inc. August 2003 - March 2010
Tax Accountant Sharp Tax & Accounting 1994-2003 February 1994 - July 2003
Skills
Tax Preparation, Full-Charge Bookkeeping, Personal Financial..., Strategic Financial..., Financial Advisory, Accounting, Retirement Planning, Tax, Personal Finance, Small Business, Financial Services, IRAs, Fixed Annuities, Life Insurance, Healthcare, Estate Planning, Cash Flow, Portfolio Management, Investments, Asset Management, Underwriting, Investment Strategies
Education
Birmingham-Southern College 1991 — 1993
BS, Accounting
University of Alabama at Birmingham 1983 — 1984
Accounting
Liz Bonacci's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Huron Consulting Group April 2004 - July 2008
Fidelity Investments November 1999 - October 2003
Arthur Andersen LLP September 1996 - November 1999
Education
Boston College 1992 — 1996
B.S., Accounting
Ameriprise Financial Services, Inc. June 2014 - Present
Huron Consulting Group April 2004 - July 2008
Fidelity Investments November 1999 - October 2003
Arthur Andersen LLP September 1996 - November 1999
Education
Boston College 1992 — 1996
B.S., Accounting
Allie Cook's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Student at Taylor University
Industry
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Lori R. Cook & Associates August 2013 - Present
OneHope May 2015 - July 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Leadership, Public Speaking
Education
Taylor University 2011 — 2015
Psychology
Bethel University 2011 — 2013
Nursing & Psychology
Ameriprise Financial Services, Inc. August 2015 - Present
Lori R. Cook & Associates August 2013 - Present
OneHope May 2015 - July 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Leadership, Public Speaking
Education
Taylor University 2011 — 2015
Psychology
Bethel University 2011 — 2013
Nursing & Psychology
Ben Wegner, MBA Ben Wegner, MBA's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Manager Field Administration at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - January 2013
Ameriprise Financial Services, Inc. January 2007 - April 2011
Skills
Series 7, Leadership, Process Improvement, Finance, Financial Services, Customer Service, Vendor Management, Operations Management, Retirement Planning, Performance Management, Creative Solutions..., Communication Skills, Building Relationships, Business Process..., Recruiting, Risk Management, Insurance, Highly detail oriented, Series 63, Change Management, Customer Relations, Lean Six Sigma
Education
University of St. Thomas - Opus College of Business 2015 — 2015
Six Sigma Green Belt
Bethel University 2009 — 2011
Masters, MBA
University of Northwestern - St. Paul 1999 — 2004
B.S,, Business Marketing
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - January 2013
Ameriprise Financial Services, Inc. January 2007 - April 2011
Skills
Series 7, Leadership, Process Improvement, Finance, Financial Services, Customer Service, Vendor Management, Operations Management, Retirement Planning, Performance Management, Creative Solutions..., Communication Skills, Building Relationships, Business Process..., Recruiting, Risk Management, Insurance, Highly detail oriented, Series 63, Change Management, Customer Relations, Lean Six Sigma
Education
University of St. Thomas - Opus College of Business 2015 — 2015
Six Sigma Green Belt
Bethel University 2009 — 2011
Masters, MBA
University of Northwestern - St. Paul 1999 — 2004
B.S,, Business Marketing
Rich Ewing, CFP®'s Ameriprise Financial Services, Inc. Experience September 2005 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2005 - Present
Education
Boston College 1994 — 1998
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. September 2005 - Present
Education
Boston College 1994 — 1998
Bachelor of Arts (B.A.)
Stephen Mincone Stephen Mincone's Ameriprise Financial Services, Inc. Experience July 2013 - January 2015
Job Nuccio Wealth Strategies
Industry Financial Services
Experience
Binghamton University September 2011 - May 2015
Ameriprise Financial Services, Inc. July 2013 - January 2015
Binghamton Athletics September 2012 - May 2013
Mincone & Mincone P.C. March 2009 - August 2011
Skills
Economic Statistics, Principles of Economics, Day Trading, FX trading, Intercollegiate..., Game Day Operations, Economics, Eviews, Access, Facebook, Microsoft Office, Microsoft Word, Public Speaking
Education
Binghamton University 2011 — 2015
Associate’s Degree, Economics
Binghamton University September 2011 - May 2015
Ameriprise Financial Services, Inc. July 2013 - January 2015
Binghamton Athletics September 2012 - May 2013
Mincone & Mincone P.C. March 2009 - August 2011
Skills
Economic Statistics, Principles of Economics, Day Trading, FX trading, Intercollegiate..., Game Day Operations, Economics, Eviews, Access, Facebook, Microsoft Office, Microsoft Word, Public Speaking
Education
Binghamton University 2011 — 2015
Associate’s Degree, Economics
Rajashree (Raj) Rao Rajashree (Raj) Rao's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Senior Director Application Development at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial August 2011 - Present
Ameriprise Financial Services, Inc. July 2006 - August 2011
UnitedHealth Group September 2004 - July 2006
ADC August 2003 - September 2004
Cigna January 2002 - September 2003
Ajilon Consulting September 1997 - December 2002
Tata Consultancy Services September 1995 - August 1997
Skills
SDLC, Program Management, Vendor Management, Project Management, Leadership, Management, PMO, Team Leadership, Project Planning, IT Strategy, Software Project..., Project Portfolio..., Business Development, Executive-level..., Applications..., Mergers & Acquisitions, Portfolio Management, Risk Management, Business Analysis, Relationship Management, Process Improvement, ITIL, Financial Services, Banking, Retail, Requirements Gathering, Production Managment, Indian Classical Music
Education
Bharathidasan University 1992 — 1995
Masters, Computer Science
Mahatma Gandhi University 1987 — 1992
BSC, Mathematics
St. Xavier's College 1987 — 1992
HIgher Secondary School, Mathematics
Mahatma Gandhi University 1987 — 1989
Pre-Degree, Mathematics
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial August 2011 - Present
Ameriprise Financial Services, Inc. July 2006 - August 2011
UnitedHealth Group September 2004 - July 2006
ADC August 2003 - September 2004
Cigna January 2002 - September 2003
Ajilon Consulting September 1997 - December 2002
Tata Consultancy Services September 1995 - August 1997
Skills
SDLC, Program Management, Vendor Management, Project Management, Leadership, Management, PMO, Team Leadership, Project Planning, IT Strategy, Software Project..., Project Portfolio..., Business Development, Executive-level..., Applications..., Mergers & Acquisitions, Portfolio Management, Risk Management, Business Analysis, Relationship Management, Process Improvement, ITIL, Financial Services, Banking, Retail, Requirements Gathering, Production Managment, Indian Classical Music
Education
Bharathidasan University 1992 — 1995
Masters, Computer Science
Mahatma Gandhi University 1987 — 1992
BSC, Mathematics
St. Xavier's College 1987 — 1992
HIgher Secondary School, Mathematics
Mahatma Gandhi University 1987 — 1989
Pre-Degree, Mathematics
Heidi Skulick's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Northwestern Mutual January 2014 - May 2014
S&L Property Management September 2012 - April 2013
Shorewood Realtors September 2011 - June 2012
Skills
Re, Microsoft Excel, PowerPoint, Business Intelligence, Operations Management, IT Operations, Customer Service, Microsoft Word, Access, Bloomberg Software, Morningstar, IT Strategy, Real Estate License, Real Estate Financing, Research, Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Social Media, Leadership, Strategic Planning, Financial Analysis, Finance, Personal Finance, Financial Planning, Public Speaking
Education
Boise State University 2011 — 2015
Bachelor of Finance, Finance, General
Ameriprise Financial Services, Inc. May 2015 - Present
Northwestern Mutual January 2014 - May 2014
S&L Property Management September 2012 - April 2013
Shorewood Realtors September 2011 - June 2012
Skills
Re, Microsoft Excel, PowerPoint, Business Intelligence, Operations Management, IT Operations, Customer Service, Microsoft Word, Access, Bloomberg Software, Morningstar, IT Strategy, Real Estate License, Real Estate Financing, Research, Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Social Media, Leadership, Strategic Planning, Financial Analysis, Finance, Personal Finance, Financial Planning, Public Speaking
Education
Boise State University 2011 — 2015
Bachelor of Finance, Finance, General
Mohit Mohire's Ameriprise Financial Services, Inc. Experience May 2010 - December 2013
Job Demand Portfolio Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters January 2014 - June 2015
Ameriprise Financial Services, Inc. May 2010 - December 2013
IFC - International Finance Corporation May 2008 - April 2010
Pfizer May 2007 - April 2008
Nortel Networks March 2004 - May 2007
Alcatel-Lucent March 2002 - February 2004
Skills
SDLC, CRM, Management, Software Project..., Project Management, Leadership, Vendor Management, Program Management, PMO, Requirements Gathering, Testing, Project Portfolio..., Consulting, Project Delivery, Business Process, Solution Architecture, Outsourcing, Global Delivery, ITIL, Service Delivery, Agile Methodologies, Scrum, Software Development, IT Strategy, Pre-sales
Education
University of Pune 1998 — 2001
Bachelor of Engineering, Electronics
Bharati Vidyapeeth 1995 — 1998
Diploma, Industrial Electronics
S.P College,Pune 1994 — 1995
SYJC, Junior College, Science
Crescent High School 1986 — 1993
SSC, Higher Secondary
Thomson Reuters January 2014 - June 2015
Ameriprise Financial Services, Inc. May 2010 - December 2013
IFC - International Finance Corporation May 2008 - April 2010
Pfizer May 2007 - April 2008
Nortel Networks March 2004 - May 2007
Alcatel-Lucent March 2002 - February 2004
Skills
SDLC, CRM, Management, Software Project..., Project Management, Leadership, Vendor Management, Program Management, PMO, Requirements Gathering, Testing, Project Portfolio..., Consulting, Project Delivery, Business Process, Solution Architecture, Outsourcing, Global Delivery, ITIL, Service Delivery, Agile Methodologies, Scrum, Software Development, IT Strategy, Pre-sales
Education
University of Pune 1998 — 2001
Bachelor of Engineering, Electronics
Bharati Vidyapeeth 1995 — 1998
Diploma, Industrial Electronics
S.P College,Pune 1994 — 1995
SYJC, Junior College, Science
Crescent High School 1986 — 1993
SSC, Higher Secondary
Jeris Gaston CFP® CRPC® Jeris Gaston CFP® CRPC®'s Ameriprise Financial Services, Inc. Experience April 2007 - August 2012
Job Financial Advisor at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC August 2012 - Present
Ameriprise Financial Services, Inc. April 2007 - August 2012
Skills
Investment Advisory, Estate Planning, Retirement Planning, Investment Management, Personal Risk Management, Personal Financial...
Education
Trinity College, Dublin 2005 — 2006
Masters of Philosophy
Birmingham-Southern College 2001 — 2005
BA, History, Leadership Studies
Oak Mountain High School 1999 — 2001
Bridgeworth, LLC August 2012 - Present
Ameriprise Financial Services, Inc. April 2007 - August 2012
Skills
Investment Advisory, Estate Planning, Retirement Planning, Investment Management, Personal Risk Management, Personal Financial...
Education
Trinity College, Dublin 2005 — 2006
Masters of Philosophy
Birmingham-Southern College 2001 — 2005
BA, History, Leadership Studies
Oak Mountain High School 1999 — 2001
Steven Bielmeier's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Student at Bethel University
Industry Hospital & Health Care
Experience
Nokomis Health Care, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
Batteries Plus Bulbs August 2013 - May 2015
Arrow Electronics June 2014 - August 2014
Cardinal Glass Industries May 2013 - August 2013
Bethel University September 2012 - May 2013
Slumberland September 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Java, HTML, Windows, Event Planning, Time Management, Leadership, Sales
Education
Bethel University 2012 — 2015
Bachelor of Arts (B.A.), Economics & Finance
Nokomis Health Care, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
Batteries Plus Bulbs August 2013 - May 2015
Arrow Electronics June 2014 - August 2014
Cardinal Glass Industries May 2013 - August 2013
Bethel University September 2012 - May 2013
Slumberland September 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Java, HTML, Windows, Event Planning, Time Management, Leadership, Sales
Education
Bethel University 2012 — 2015
Bachelor of Arts (B.A.), Economics & Finance
Sandi Devore Sandi Devore's Ameriprise Financial Services, Inc. Experience September 2008 - October 2009
Job Account Executive at Airgas
Industry Chemicals
Experience
Airgas November 2009 - Present
Ameriprise Financial Services, Inc. September 2008 - October 2009
Skills
Key Account Management, Account Management, Sales Management, New Business Development, Sales, Direct Sales, Sales Operations, Cold Calling, Sales Process, Negotiation, Contract Negotiation, Market Development, Selling, Pricing, Sales Presentations, Customer Service, Budgets, Key Account Development, National Accounts, Solution Selling
Education
Blue Mountain Community College 2006 — 2008
Business Administration and Management, General
Pasadena City College
Business Administration, Management and Operations
Airgas November 2009 - Present
Ameriprise Financial Services, Inc. September 2008 - October 2009
Skills
Key Account Management, Account Management, Sales Management, New Business Development, Sales, Direct Sales, Sales Operations, Cold Calling, Sales Process, Negotiation, Contract Negotiation, Market Development, Selling, Pricing, Sales Presentations, Customer Service, Budgets, Key Account Development, National Accounts, Solution Selling
Education
Blue Mountain Community College 2006 — 2008
Business Administration and Management, General
Pasadena City College
Business Administration, Management and Operations
Lauren Higgins's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Interactive Marketing Manager, Emerging Digital Channels at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - July 2014
Ameriprise Financial Services, Inc. July 2011 - February 2013
UnitedHealth Group May 2010 - December 2010
Minnesota Children's Museum January 2010 - May 2010
Skills
Online Marketing, Competitive Analysis, Marketing, Advertising
Education
University of Saint Thomas 1995 — 2011
BA, Marketing Management and Economics
Birkbeck, University of London 2009 — 2009
Marketing Management; Economics
De Pere High School 2003 — 2007
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - July 2014
Ameriprise Financial Services, Inc. July 2011 - February 2013
UnitedHealth Group May 2010 - December 2010
Minnesota Children's Museum January 2010 - May 2010
Skills
Online Marketing, Competitive Analysis, Marketing, Advertising
Education
University of Saint Thomas 1995 — 2011
BA, Marketing Management and Economics
Birkbeck, University of London 2009 — 2009
Marketing Management; Economics
De Pere High School 2003 — 2007
Louis R Fevrin Louis R Fevrin's Ameriprise Financial Services, Inc. Experience 2009 - January 2010
Job Louis Fevrin Insurance Agency
Industry Financial Services
Experience
Allstate May 2015 - Present
Allstate Financial Services, LLC April 2013 - Present
Vision Planning Group LLC January 2010 - April 2013
Ameriprise Financial Services, Inc. 2009 - January 2010
Wachovia Wealth Management August 2004 - April 2009
AXA Distributors 2000 - 2004
Skills
Family Planning, Insurance, Investments, Retirement, Financial Planning, Retirement Planning, Investment Advisory, Series 7, Annuities, Wealth Management, Mutual Funds, Asset Allocation, Series 6, Budgeting, Estate Planning, Alternative Investments, Equities, Financial Advisory, Series 63, Securities, 401k, Fixed Annuities, Financial Goals, Loans, Budgets, Strategy, Strategic Financial..., Asset Management, Banking, Finance, Financial Services, IRAs, Life Insurance, Series 65, Variable Annuities, Disability Insurance, Wealth, Term Life Insurance, Whole Life, Underwriting, Bonds, Investment Strategies, Employee Benefits, Personal Finance, ETFs, 401k Rollovers
Education
Bloomfield College 1995 — 2000
BA, Business Management
Hillside High 1992 — 1994
Diploma
Allstate May 2015 - Present
Allstate Financial Services, LLC April 2013 - Present
Vision Planning Group LLC January 2010 - April 2013
Ameriprise Financial Services, Inc. 2009 - January 2010
Wachovia Wealth Management August 2004 - April 2009
AXA Distributors 2000 - 2004
Skills
Family Planning, Insurance, Investments, Retirement, Financial Planning, Retirement Planning, Investment Advisory, Series 7, Annuities, Wealth Management, Mutual Funds, Asset Allocation, Series 6, Budgeting, Estate Planning, Alternative Investments, Equities, Financial Advisory, Series 63, Securities, 401k, Fixed Annuities, Financial Goals, Loans, Budgets, Strategy, Strategic Financial..., Asset Management, Banking, Finance, Financial Services, IRAs, Life Insurance, Series 65, Variable Annuities, Disability Insurance, Wealth, Term Life Insurance, Whole Life, Underwriting, Bonds, Investment Strategies, Employee Benefits, Personal Finance, ETFs, 401k Rollovers
Education
Bloomfield College 1995 — 2000
BA, Business Management
Hillside High 1992 — 1994
Diploma
Randy Stahl Randy Stahl's Ameriprise Financial Services, Inc. Experience 1995 - 2002
Job Account and Project Manager, Buyer for Design, Print, Mail | Fulfillment
Industry Printing
Experience
Cenveo 2002 - 2015
Ameriprise Financial Services, Inc. 1995 - 2002
Skills
Print Management, Account Management, Direct Marketing, Wide Format Printing, Print On Demand, Pre-press, Color Management, Adobe Acrobat, Advertising, Labels, Bindery, Printing, Mass Mailing, Client Service, Offset Printing, Leadership, Process Improvement, Sales, Cross-functional Team..., Customer Service, Strategic Planning, Project Management, Marketing
Education
Bethel University
Bachelor's degree
Seminar
Seminar
Cenveo 2002 - 2015
Ameriprise Financial Services, Inc. 1995 - 2002
Skills
Print Management, Account Management, Direct Marketing, Wide Format Printing, Print On Demand, Pre-press, Color Management, Adobe Acrobat, Advertising, Labels, Bindery, Printing, Mass Mailing, Client Service, Offset Printing, Leadership, Process Improvement, Sales, Cross-functional Team..., Customer Service, Strategic Planning, Project Management, Marketing
Education
Bethel University
Bachelor's degree
Seminar
Seminar
Jenn Marlowe's Ameriprise Financial Services, Inc. Experience February 2013 - May 2015
Job Administrative Assistant at MRP
Industry Financial Services
Experience
MRP May 2015 - Present
Ameriprise Financial Services, Inc. February 2013 - May 2015
ERA Herman Group Real Estate September 2011 - May 2012
American Water Works Association 2001 - 2003
Skills
Strategic Planning, Marketing Communications, Project Management, Creative Writing, Notary, Marketing, Social Media Marketing, Social Media, Marketing Strategy, Customer Service, Public Speaking, Public Relations, Management, Sales
Education
Boston College 1989 — 1993
BS, Business/Marketing
University of Sydney
Business Marketing
MRP May 2015 - Present
Ameriprise Financial Services, Inc. February 2013 - May 2015
ERA Herman Group Real Estate September 2011 - May 2012
American Water Works Association 2001 - 2003
Skills
Strategic Planning, Marketing Communications, Project Management, Creative Writing, Notary, Marketing, Social Media Marketing, Social Media, Marketing Strategy, Customer Service, Public Speaking, Public Relations, Management, Sales
Education
Boston College 1989 — 1993
BS, Business/Marketing
University of Sydney
Business Marketing
Alicia Koenig Alicia Koenig's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
The Buckle, Inc. August 2014 - April 2015
Victoria's Secret April 2013 - August 2014
Education
Minot State University 2013 — 2015
Bachelor's Degree, Management and Marketing
Bismarck State College 2012 — 2014
Associate's Degree, AA
Ameriprise Financial Services, Inc. May 2015 - Present
The Buckle, Inc. August 2014 - April 2015
Victoria's Secret April 2013 - August 2014
Education
Minot State University 2013 — 2015
Bachelor's Degree, Management and Marketing
Bismarck State College 2012 — 2014
Associate's Degree, AA
Chris DeSchepper Chris DeSchepper's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Assistant/Client Concierge Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
State Bank of Davis August 2012 - August 2013
RSAC August 2007 - July 2012
First Lutheran Church August 2002 - May 2006
LaSalle County ROE October 1998 - August 2002
Springfield Clinic January 1994 - October 1998
SAVER August 1990 - March 1993
Western Illinois University Credit Union January 1989 - August 1990
Skills
Microsoft Word, Microsoft Excel, Banking, Call Centers, Customer Service, Microsoft Office, Outlook, Publisher, Public Speaking, Employee Training, Hiring Practices, Hiring Employees, Event Planning, Event Management, Travel Management, Business Travel, Leisure Travel, Travel Arrangements, Conference Coordination, Press Releases, Conference Organization, Vendor Management, Data Entry, Medical Billing, Medical Coding, Microsoft Publisher, Administration, PowerPoint, Social Media, Administrative..., Social Networking, Nonprofits, Team Building, Time Management
Education
Western Illinois University 1984 — 1988
English/ Communications/ Educaiton
Black Hawk College 1986 — 1987
Early Childhood Education and Teaching
Geneseo High School 1980 — 1984
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Ameriprise Financial Services, Inc. September 2013 - Present
State Bank of Davis August 2012 - August 2013
RSAC August 2007 - July 2012
First Lutheran Church August 2002 - May 2006
LaSalle County ROE October 1998 - August 2002
Springfield Clinic January 1994 - October 1998
SAVER August 1990 - March 1993
Western Illinois University Credit Union January 1989 - August 1990
Skills
Microsoft Word, Microsoft Excel, Banking, Call Centers, Customer Service, Microsoft Office, Outlook, Publisher, Public Speaking, Employee Training, Hiring Practices, Hiring Employees, Event Planning, Event Management, Travel Management, Business Travel, Leisure Travel, Travel Arrangements, Conference Coordination, Press Releases, Conference Organization, Vendor Management, Data Entry, Medical Billing, Medical Coding, Microsoft Publisher, Administration, PowerPoint, Social Media, Administrative..., Social Networking, Nonprofits, Team Building, Time Management
Education
Western Illinois University 1984 — 1988
English/ Communications/ Educaiton
Black Hawk College 1986 — 1987
Early Childhood Education and Teaching
Geneseo High School 1980 — 1984
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Tyler Allmond Tyler Allmond's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Vanguard
Industry Investment Management
Experience
Vanguard July 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - August 2012
Erickson Retirement Communities March 2007 - July 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Windows, Finance, Series 7, Series 63
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Information Technology, and Management, 3.49
Vanguard July 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - August 2012
Erickson Retirement Communities March 2007 - July 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Windows, Finance, Series 7, Series 63
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Information Technology, and Management, 3.49
Aaron Willson Aaron Willson's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Production Supervisor at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific July 2014 - Present
Hormel Foods July 2013 - June 2014
BMW October 2012 - June 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
City of Bloomington, MN May 2009 - August 2012
Three Rivers Park District November 2008 - March 2009
Skills
Medical Devices, Leadership, Management, Customer Service, Lean Manufacturing, 5S, Analysis, Finance, Investments, Continuous Improvement, Manufacturing
Education
Bethel University 2009 — 2013
Bachelor's degree, Finance and Marketing
Boston Scientific July 2014 - Present
Hormel Foods July 2013 - June 2014
BMW October 2012 - June 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
City of Bloomington, MN May 2009 - August 2012
Three Rivers Park District November 2008 - March 2009
Skills
Medical Devices, Leadership, Management, Customer Service, Lean Manufacturing, 5S, Analysis, Finance, Investments, Continuous Improvement, Manufacturing
Education
Bethel University 2009 — 2013
Bachelor's degree, Finance and Marketing
Alex Spielman Alex Spielman's Ameriprise Financial Services, Inc. Experience August 2011 - October 2013
Job Director of Kingdom Strong Program
Industry Sports
Experience
KINGDOM CARES INTERNATIONAL April 2015 - Present
AIB College of Business August 2014 - March 2015
Spencer Community Schools August 2012 - February 2014
Ameriprise Financial Services, Inc. August 2011 - October 2013
Skills
Microsoft Word, Coaching, Management, Customer Service, Microsoft Excel, PowerPoint, Cpr Certified, Team Leadership, Leadership Development
Education
Bethel University 2012 — 2014
Master's degree, Organizational Leadership
Minnesota State University, Mankato 2009 — 2011
Bachelor of Science (BS), Parks, Recreation and Leisure Studies
Iowa Central Community College 2008 — 2009
Associate's Degree
The University of South Dakota 2007 — 2008
KINGDOM CARES INTERNATIONAL April 2015 - Present
AIB College of Business August 2014 - March 2015
Spencer Community Schools August 2012 - February 2014
Ameriprise Financial Services, Inc. August 2011 - October 2013
Skills
Microsoft Word, Coaching, Management, Customer Service, Microsoft Excel, PowerPoint, Cpr Certified, Team Leadership, Leadership Development
Education
Bethel University 2012 — 2014
Master's degree, Organizational Leadership
Minnesota State University, Mankato 2009 — 2011
Bachelor of Science (BS), Parks, Recreation and Leisure Studies
Iowa Central Community College 2008 — 2009
Associate's Degree
The University of South Dakota 2007 — 2008
Jaclyn Rebecca Horsley Jaclyn Rebecca Horsley's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. July 2011 - Present
NS Dance June 2012 - June 2013
Exclusively Ballet June 2002 - May 2012
Alfa Insurance December 2010 - July 2011
Alvarez & Marsal March 2010 - August 2010
Skills
Series 7, Series 66, Ballet, Choreography, Production Planning, Dance, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Time Management, Onboarding, Stage Direction, Marketing, Management, Event Planning, Public Speaking, Research, Databases
Education
Birmingham-Southern College 2005 — 2009
Bachelor's Degree, International Business Administration, Finance
Birmingham-Southern College 2005 — 2009
Bachelor's Degree, Performing Arts, Dance
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. July 2011 - Present
NS Dance June 2012 - June 2013
Exclusively Ballet June 2002 - May 2012
Alfa Insurance December 2010 - July 2011
Alvarez & Marsal March 2010 - August 2010
Skills
Series 7, Series 66, Ballet, Choreography, Production Planning, Dance, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Time Management, Onboarding, Stage Direction, Marketing, Management, Event Planning, Public Speaking, Research, Databases
Education
Birmingham-Southern College 2005 — 2009
Bachelor's Degree, International Business Administration, Finance
Birmingham-Southern College 2005 — 2009
Bachelor's Degree, Performing Arts, Dance
Korinne Bressler's Ameriprise Financial Services, Inc. Experience June 2010 - September 2010
Job Sales and Marketing Associate at The Advisory Board Company
Industry Marketing and Advertising
Experience
Events DC February 2014 - December 2014
Cava Mezze May 2013 - September 2013
Broadcast Music, Inc. (BMI) April 2013 - September 2013
Community Collection February 2012 - August 2012
Ameriprise Financial Services, Inc. June 2010 - September 2010
United States Senate February 2010 - March 2010
Skills
Administrative..., Filing, Computers, Childcare, PowerPoint, Microsoft Word, Electronics, Youth Mentoring, Social Media Outreach, Leadership, Community Outreach, Video Editing, Social Networking, Microsoft Excel, Event Planning, Facebook, Social Media, Microsoft Office, Blogging, Editing, Public Speaking, Public Relations, Research, Press Releases, Marketing, Writing, Social Media Marketing
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration, Marketing and Event Management
Bond University 2013 — 2013
Business
The Miami Valley School 2007 — 2011
Events DC February 2014 - December 2014
Cava Mezze May 2013 - September 2013
Broadcast Music, Inc. (BMI) April 2013 - September 2013
Community Collection February 2012 - August 2012
Ameriprise Financial Services, Inc. June 2010 - September 2010
United States Senate February 2010 - March 2010
Skills
Administrative..., Filing, Computers, Childcare, PowerPoint, Microsoft Word, Electronics, Youth Mentoring, Social Media Outreach, Leadership, Community Outreach, Video Editing, Social Networking, Microsoft Excel, Event Planning, Facebook, Social Media, Microsoft Office, Blogging, Editing, Public Speaking, Public Relations, Research, Press Releases, Marketing, Writing, Social Media Marketing
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration, Marketing and Event Management
Bond University 2013 — 2013
Business
The Miami Valley School 2007 — 2011
Christie Myers's Ameriprise Financial Services, Inc. Experience March 2005 - March 2011
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Gordon Brothers Group March 2011 - November 2013
Ameriprise Financial Services, Inc. March 2005 - March 2011
Skills
Social Media, Social Media Marketing, Adobe Acrobat, Microsoft Excel, Financial Modeling, HTML
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments November 2013 - Present
Gordon Brothers Group March 2011 - November 2013
Ameriprise Financial Services, Inc. March 2005 - March 2011
Skills
Social Media, Social Media Marketing, Adobe Acrobat, Microsoft Excel, Financial Modeling, HTML
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
chris norbert's Ameriprise Financial Services, Inc. Experience September 2008 - January 2012
Job REALTOR at Keller Williams Greater Portland, Me.
Industry Real Estate
Experience
Keller Williams Greater Portland, Me. December 2011 - Present
Ameriprise Financial Services, Inc. September 2008 - January 2012
Harborview Investments March 2000 - September 2008
Skills
Financial Services, Short Sales, First Time Home Buyers, Relocation, Real Estate, Buyer Representation, Home, New Home Sales, Investment Real Estate, Investment Properties, Contract Negotiation, Referrals, Mortgage Lending, Sellers, Real Estate Transactions, Investors, Single Family Homes, Condos, Residential Homes, Foreclosures, Listings, Vacation Homes, Sales, REO, Real Property, Buyers, FHA, Marketing, Negotiation, ABR, Seniors, New Homes, Waterfront, Brokerage, Commercial Real Estate, Investments, Property Management, HUD, Real Estate Development, Customer Service, Financial Planning, Luxury, Move Up Buyers, Loans, Relocation Buyers, Refinance, Small Business
Education
BOSTON COLLEGE
BS, Finance/ Economics
Boston College
BS Finance/Economics
Keller Williams Greater Portland, Me. December 2011 - Present
Ameriprise Financial Services, Inc. September 2008 - January 2012
Harborview Investments March 2000 - September 2008
Skills
Financial Services, Short Sales, First Time Home Buyers, Relocation, Real Estate, Buyer Representation, Home, New Home Sales, Investment Real Estate, Investment Properties, Contract Negotiation, Referrals, Mortgage Lending, Sellers, Real Estate Transactions, Investors, Single Family Homes, Condos, Residential Homes, Foreclosures, Listings, Vacation Homes, Sales, REO, Real Property, Buyers, FHA, Marketing, Negotiation, ABR, Seniors, New Homes, Waterfront, Brokerage, Commercial Real Estate, Investments, Property Management, HUD, Real Estate Development, Customer Service, Financial Planning, Luxury, Move Up Buyers, Loans, Relocation Buyers, Refinance, Small Business
Education
BOSTON COLLEGE
BS, Finance/ Economics
Boston College
BS Finance/Economics
Erica Jennings's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Analyst
Industry Investment Management
Experience
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase & Co. July 2013 - April 2015
Ameriprise Financial Services, Inc. June 2012 - August 2012
Northport April 2007 - August 2011
YMCA September 2005 - May 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Newsletters, Creative Writing, Marketing Strategy, Business Strategy, Email Marketing, Interactive Advertising, Interactive Marketing
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.)
London School of Economics 2011 — 2011
Management and Negotiation
Northport High School 2005 — 2009
IB Diploma Programme
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase & Co. July 2013 - April 2015
Ameriprise Financial Services, Inc. June 2012 - August 2012
Northport April 2007 - August 2011
YMCA September 2005 - May 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Newsletters, Creative Writing, Marketing Strategy, Business Strategy, Email Marketing, Interactive Advertising, Interactive Marketing
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.)
London School of Economics 2011 — 2011
Management and Negotiation
Northport High School 2005 — 2009
IB Diploma Programme
Arjun Prasad Arjun Prasad's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Solutions Architect at Ameriprise Financial Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Skills
IT Strategy, Enterprise Architecture, Business Intelligence, Business Analysis, Software Consulting, Google Analytics, Integration Architecture, J2EE Architecture, Software Project..., Java Enterprise Edition, SDLC, Software Development, Solution Architecture, Enterprise Software, Databases, SOA, EAI, Requirements Analysis, Agile Methodologies
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Information Technology and Strategy
Bharathiar University 2000 — 2004
B.E, Computer Science & Engineering
Vidyodaya School 1991 — 2000
Ameriprise Financial Services, Inc. October 2009 - Present
Skills
IT Strategy, Enterprise Architecture, Business Intelligence, Business Analysis, Software Consulting, Google Analytics, Integration Architecture, J2EE Architecture, Software Project..., Java Enterprise Edition, SDLC, Software Development, Solution Architecture, Enterprise Software, Databases, SOA, EAI, Requirements Analysis, Agile Methodologies
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Information Technology and Strategy
Bharathiar University 2000 — 2004
B.E, Computer Science & Engineering
Vidyodaya School 1991 — 2000
sheila hopkins's Ameriprise Financial Services, Inc. Experience August 2014 - March 2015
Job Office Manager at HHR Hotel & Home Recovery
Industry Information Technology and Services
Experience
HHR - Hotel & Home Recovery March 2015 - Present
Thomson Reuters March 2004 - Present
Ameriprise Financial Services, Inc. August 2014 - March 2015
Bodkin Design & Engineering, LLC January 2014 - August 2014
Thomson Financial March 1983 - May 2002
Skills
Editing, Journalism, Contract Negotiation, Content Management, Strategic Planning, Copy Editing, Business Development, Event Planning, Microsoft Office, Microsoft Word, Healthcare
Education
Suffolk Law School 1991 — 1994
Doctor of Law (JD), Law
Boston College
Bachelor of Arts (B.A.), Business Administration and Management, General
HHR - Hotel & Home Recovery March 2015 - Present
Thomson Reuters March 2004 - Present
Ameriprise Financial Services, Inc. August 2014 - March 2015
Bodkin Design & Engineering, LLC January 2014 - August 2014
Thomson Financial March 1983 - May 2002
Skills
Editing, Journalism, Contract Negotiation, Content Management, Strategic Planning, Copy Editing, Business Development, Event Planning, Microsoft Office, Microsoft Word, Healthcare
Education
Suffolk Law School 1991 — 1994
Doctor of Law (JD), Law
Boston College
Bachelor of Arts (B.A.), Business Administration and Management, General
Jeffrey Boldizar Jeffrey Boldizar's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Extremely detailed, knowledgeable, timely, licensed contractor.
Industry Construction
Experience
Pinelands Repair and Design May 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - Present
Central Jersey Equipment LLC June 2010 - November 2012
Burlington Township Schools September 2009 - June 2010
Burlington Township School District September 2008 - June 2009
Wainwright Lawn and Garden Equipment January 2006 - August 2008
Eastampton Community School January 2007 - January 2008
New Jersey Manufacturers Insurance Companies January 2005 - January 2006
Skills
Troubleshooting, Critical Thinking, Crisis Intervention, Technical Support, Communication, Sales Effectiveness, Efficiency, Online Advertising, Organizational..., Organizational..., Behavior Management, Motivation, Productivity, Team Building, Team-oriented, Creative Writing, Report Writing, Preventive Maintenance, Equipment Maintenance, Customer Service, Reputation Management, Direct Sales, Diplomacy, Inventory Management, Data Entry, Microsoft Excel, Microsoft Office, New Business Development, Process Scheduler, Salesforce.com, Social Networking
Education
Rider University 2004 — 2006
Graduate Level Teaching Certification, Elementary Education and Teaching
Bloomsburg University of Pennsylvania 2000 — 2002
Bachelor of Arts (B.A.), History
Pinelands Repair and Design May 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - Present
Central Jersey Equipment LLC June 2010 - November 2012
Burlington Township Schools September 2009 - June 2010
Burlington Township School District September 2008 - June 2009
Wainwright Lawn and Garden Equipment January 2006 - August 2008
Eastampton Community School January 2007 - January 2008
New Jersey Manufacturers Insurance Companies January 2005 - January 2006
Skills
Troubleshooting, Critical Thinking, Crisis Intervention, Technical Support, Communication, Sales Effectiveness, Efficiency, Online Advertising, Organizational..., Organizational..., Behavior Management, Motivation, Productivity, Team Building, Team-oriented, Creative Writing, Report Writing, Preventive Maintenance, Equipment Maintenance, Customer Service, Reputation Management, Direct Sales, Diplomacy, Inventory Management, Data Entry, Microsoft Excel, Microsoft Office, New Business Development, Process Scheduler, Salesforce.com, Social Networking
Education
Rider University 2004 — 2006
Graduate Level Teaching Certification, Elementary Education and Teaching
Bloomsburg University of Pennsylvania 2000 — 2002
Bachelor of Arts (B.A.), History
Christina Tikkanen, CFP®'s Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2003 - Present
Education
College for Financial Planning 2011 — 2015
MS, Personal Financial Planning
College for Financial Planning 2005 — 2010
CFP, Certified Financial Planning
Boston College 1998 — 2003
BS, Accounting
The Mary Louis Academy 1994 — 1998
High School Diploma
Ameriprise Financial Services, Inc. October 2003 - Present
Education
College for Financial Planning 2011 — 2015
MS, Personal Financial Planning
College for Financial Planning 2005 — 2010
CFP, Certified Financial Planning
Boston College 1998 — 2003
BS, Accounting
The Mary Louis Academy 1994 — 1998
High School Diploma
Elliot Hicks, CFP, CRPC, CFS Elliot Hicks, CFP, CRPC, CFS's Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Birmingham-Southern College 1996 — 1998
BS
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Birmingham-Southern College 1996 — 1998
BS
Vincent Cavallo, CFP, CRPC, CLTC's Ameriprise Financial Services, Inc. Experience July 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1987 - Present
Education
Boston College
C.A.E.S/M.Ed.
Ameriprise Financial Services, Inc. July 1987 - Present
Education
Boston College
C.A.E.S/M.Ed.
Brent Mares, CFP®, AAMS®, CRPC® Brent Mares, CFP®, AAMS®, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2008 - Present
Mosaic Sales Solutions March 2004 - December 2007
Aflac May 2003 - March 2004
KJ International Resources January 2001 - May 2003
Education
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Finance, International Business Studies
Handelshøyskolen BI / BI Norwegian Business School 2001 — 2001
International Business Expansion, International Finance, Cultural Studies
Appleton North
Delta Upsilon Alumni
Ameriprise Financial Services, Inc. January 2008 - Present
Mosaic Sales Solutions March 2004 - December 2007
Aflac May 2003 - March 2004
KJ International Resources January 2001 - May 2003
Education
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Finance, International Business Studies
Handelshøyskolen BI / BI Norwegian Business School 2001 — 2001
International Business Expansion, International Finance, Cultural Studies
Appleton North
Delta Upsilon Alumni
Marcus Sarazin's Ameriprise Financial Services, Inc. Experience March 1999 - August 2000
Job Assistant Controller at University of Northwestern St. Paul
Industry Printing
Experience
University of Northwestern - St. Paul July 2015 - Present
Deluxe Corporation February 2011 - July 2015
Deluxe Corp August 2006 - February 2011
Certes Financial Pros 2006 - 2006
Sullivan Powers & Co. December 2003 - November 2005
Ernst & Young 2000 - 2003
Ameriprise Financial Services, Inc. March 1999 - August 2000
U.S. Bancorp 1998 - 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Auditing, Forecasting, Budgets, General Ledger, Financial Modeling, Internal Audit, Process Improvement, Variance Analysis, Financial Statements, SEC filings
Education
Bethel University 1996 — 1998
Bachelor of Arts (B.A.), Accounting and Finance
University of Minnesota-Duluth 1994 — 1996
Accounting and Finance
High School
University of Northwestern - St. Paul July 2015 - Present
Deluxe Corporation February 2011 - July 2015
Deluxe Corp August 2006 - February 2011
Certes Financial Pros 2006 - 2006
Sullivan Powers & Co. December 2003 - November 2005
Ernst & Young 2000 - 2003
Ameriprise Financial Services, Inc. March 1999 - August 2000
U.S. Bancorp 1998 - 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Auditing, Forecasting, Budgets, General Ledger, Financial Modeling, Internal Audit, Process Improvement, Variance Analysis, Financial Statements, SEC filings
Education
Bethel University 1996 — 1998
Bachelor of Arts (B.A.), Accounting and Finance
University of Minnesota-Duluth 1994 — 1996
Accounting and Finance
High School
Neal Bachman's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Interactive Marketing, Senior Business Analyst at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - June 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Ameriprise Financial March 2006 - August 2008
Skills
Project Management, Interactive Marketing, Mutual Funds, Investments, Securities, Financial Services, Business Analysis, Series 7, Data Analysis, Research, Requirements Gathering, Requirements Analysis, Business Requirements, Project Planning, Project Coordination, Project Delivery, Software Requirements, System Requirements, Leadership
Education
Bethel University 2006 — 2008
Master's degree, Communication, General
Bethel University 1998 — 2002
Bachelor's degree, Communication, General
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - June 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Ameriprise Financial March 2006 - August 2008
Skills
Project Management, Interactive Marketing, Mutual Funds, Investments, Securities, Financial Services, Business Analysis, Series 7, Data Analysis, Research, Requirements Gathering, Requirements Analysis, Business Requirements, Project Planning, Project Coordination, Project Delivery, Software Requirements, System Requirements, Leadership
Education
Bethel University 2006 — 2008
Master's degree, Communication, General
Bethel University 1998 — 2002
Bachelor's degree, Communication, General
Kumaresh D J's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Project Lead
Industry Computer Software
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Syntel October 2008 - Present
American Express October 2008 - February 2015
Photon Infotech June 2006 - October 2008
Mascon Global August 2003 - April 2006
Skills
.NET, Agile Methodologies, JavaScript, SQL, XML, Java, Microsoft SQL Server, Unix, Web Services, C#, jQuery, Requirements Analysis, Software Development, AJAX, PL/SQL, MySQL
Education
Bharathidasan University 1999 — 2002
Master of Computer Applications (MCA)
Madurai Kamaraj University 1996 — 1999
B.Sc, Physics
Ameriprise Financial Services, Inc. February 2015 - Present
Syntel October 2008 - Present
American Express October 2008 - February 2015
Photon Infotech June 2006 - October 2008
Mascon Global August 2003 - April 2006
Skills
.NET, Agile Methodologies, JavaScript, SQL, XML, Java, Microsoft SQL Server, Unix, Web Services, C#, jQuery, Requirements Analysis, Software Development, AJAX, PL/SQL, MySQL
Education
Bharathidasan University 1999 — 2002
Master of Computer Applications (MCA)
Madurai Kamaraj University 1996 — 1999
B.Sc, Physics
Mary-Ann Bunting, CFP®'s Ameriprise Financial Services, Inc. Experience July 1979 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1979 - Present
Daughters of the Holy Spirit August 1963 - June 1978
Education
Boston College
Master of Education (M.Ed.), Education and Thelogy
Ameriprise Financial Services, Inc. July 1979 - Present
Daughters of the Holy Spirit August 1963 - June 1978
Education
Boston College
Master of Education (M.Ed.), Education and Thelogy
Kenneth Prior's Ameriprise Financial Services, Inc. Experience April 2000 - Present
Job Sr. Operations Engineer at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2000 - Present
Ameriprise Financial Services, Inc. April 2000 - Present
Solution Tactics November 2005 - November 2006
Ajilon Consulting 1995 - April 2000
Skills
Process Improvement, Vendor Management, Business Analysis, Leadership, IT Strategy, Management, SDLC, ITIL, IT Service Management, Project Management, ServiceNow
Education
Bethel University 2006 — 2008
MBA, Business
Bethel University 1998 — 2000
Masters of Art, Organizational Leadership
Ameriprise Financial April 2000 - Present
Ameriprise Financial Services, Inc. April 2000 - Present
Solution Tactics November 2005 - November 2006
Ajilon Consulting 1995 - April 2000
Skills
Process Improvement, Vendor Management, Business Analysis, Leadership, IT Strategy, Management, SDLC, ITIL, IT Service Management, Project Management, ServiceNow
Education
Bethel University 2006 — 2008
MBA, Business
Bethel University 1998 — 2000
Masters of Art, Organizational Leadership
Angela McClintick's Ameriprise Financial Services, Inc. Experience January 2012 - May 2013
Job Director, Workplace Delivery at UnitedHealth Group
Industry Real Estate
Experience
UnitedHealth Group May 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - May 2013
CB Richard Ellis September 2009 - January 2012
CB Richard Ellis May 2006 - September 2009
Ryland Homes February 2005 - May 2006
Skills
Facilities Management, Real Estate, Real Estate Development, Project Management, Corporate Real Estate, Contract Negotiation, Vendor Management, Strategic Planning, Project Planning, Commercial Real Estate, Green Belt
Education
Bethel University 2005 — 2008
MBA, Entrepreneurial Studies
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science, Architecture
UnitedHealth Group May 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - May 2013
CB Richard Ellis September 2009 - January 2012
CB Richard Ellis May 2006 - September 2009
Ryland Homes February 2005 - May 2006
Skills
Facilities Management, Real Estate, Real Estate Development, Project Management, Corporate Real Estate, Contract Negotiation, Vendor Management, Strategic Planning, Project Planning, Commercial Real Estate, Green Belt
Education
Bethel University 2005 — 2008
MBA, Entrepreneurial Studies
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science, Architecture
Zachary Bouchard's Ameriprise Financial Services, Inc. Experience May 2007 - June 2011
Job Managing Partner, Chief Compliance Officer at Boston Standard Wealth Management, LLC
Industry Retail
Experience
Boston Standard Wealth Management, LLC July 2011 - Present
Ameriprise Financial Services, Inc. May 2007 - June 2011
Morgan Stanley Smith Barney September 2005 - June 2006
Ameriprise Financial Services, Inc. September 2003 - September 2005
Education
Boston College 1999 — 2003
BS, Philosophy, Economics
Boston Standard Wealth Management, LLC July 2011 - Present
Ameriprise Financial Services, Inc. May 2007 - June 2011
Morgan Stanley Smith Barney September 2005 - June 2006
Ameriprise Financial Services, Inc. September 2003 - September 2005
Education
Boston College 1999 — 2003
BS, Philosophy, Economics
Alicia Maart's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Owner/Artist at maartwork signature designs
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
maartwork signature designs July 2012 - Present
Eddie Bauer 2005 - February 2012
Troy Associates July 2010 - November 2011
MidAmerican Financial Group/New England Securities April 2007 - June 2010
Aspen Equipment 2005 - 2007
Northland International University 2002 - 2005
MCCA August 1998 - June 2000
Skills
Customer Service, Event Planning, Public Speaking, Teaching, Social Media, Marketing, Leadership, Microsoft Office, Microsoft Excel, Social Networking, Nonprofits, Team Building, PowerPoint, Microsoft Word, Coaching, Sales, Public Relations, Strategic Planning, Training, Fundraising, Time Management, Leadership Development, Recruiting
Education
Bob Jones University 2000 — 2002
M.S.
Northland International University 1994 — 1998
B.S. Secondary Education
Ameriprise Financial Services, Inc. November 2011 - Present
maartwork signature designs July 2012 - Present
Eddie Bauer 2005 - February 2012
Troy Associates July 2010 - November 2011
MidAmerican Financial Group/New England Securities April 2007 - June 2010
Aspen Equipment 2005 - 2007
Northland International University 2002 - 2005
MCCA August 1998 - June 2000
Skills
Customer Service, Event Planning, Public Speaking, Teaching, Social Media, Marketing, Leadership, Microsoft Office, Microsoft Excel, Social Networking, Nonprofits, Team Building, PowerPoint, Microsoft Word, Coaching, Sales, Public Relations, Strategic Planning, Training, Fundraising, Time Management, Leadership Development, Recruiting
Education
Bob Jones University 2000 — 2002
M.S.
Northland International University 1994 — 1998
B.S. Secondary Education
Rich Cuthie's Ameriprise Financial Services, Inc. Experience December 1996 - October 2010
Job Executive Director at Chelsea Chamber of Commerce
Industry Public Relations and Communications
Experience
Chelsea Chamber of Commerce August 2013 - Present
Ameriprise Financial Services, Inc. December 1996 - October 2010
Skills
Mutual Funds, Financial Services, Asset Allocation, Financial Modeling, Investments, Strategic Financial..., Series 7, Financial Analysis, Retirement Planning, Series 63, Securities, Investment Strategies, Investment Advisory, Alternative Investments
Education
Northeastern University 1997 — 2000
MSF, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance, Operations, Entrepreneurship
Colby College 1985 — 1987
A.B., Economics
Chelsea Chamber of Commerce August 2013 - Present
Ameriprise Financial Services, Inc. December 1996 - October 2010
Skills
Mutual Funds, Financial Services, Asset Allocation, Financial Modeling, Investments, Strategic Financial..., Series 7, Financial Analysis, Retirement Planning, Series 63, Securities, Investment Strategies, Investment Advisory, Alternative Investments
Education
Northeastern University 1997 — 2000
MSF, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance, Operations, Entrepreneurship
Colby College 1985 — 1987
A.B., Economics
Jonathan Sannes's Ameriprise Financial Services, Inc. Experience July 2012 - June 2013
Job Finance Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - June 2013
Ameriprise Financial February 2010 - June 2012
Ameriprise Financial February 2008 - February 2010
Ameriprise Financial February 2007 - February 2008
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Services, Investment Management, Investments, Collaboration, Financial Planning, Forecasting, Risk Management, Analysis, Leadership, Management
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bethel University 1999 — 2004
B.A., Finance
U.S. Bank June 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - June 2013
Ameriprise Financial February 2010 - June 2012
Ameriprise Financial February 2008 - February 2010
Ameriprise Financial February 2007 - February 2008
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Services, Investment Management, Investments, Collaboration, Financial Planning, Forecasting, Risk Management, Analysis, Leadership, Management
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bethel University 1999 — 2004
B.A., Finance
Ave Shalom's Ameriprise Financial Services, Inc. Experience November 2011 - April 2012
Job Digital Designer
Industry Design
Experience
AIGA Los Angeles June 2015 - Present
Modern Survey June 2011 - Present
Independent Contractor May 2011 - Present
Ameriprise Financial Services, Inc. November 2011 - April 2012
Bethel University September 2010 - May 2011
Valley Hill Design August 2000 - May 2011
Skills
Web Design, Graphic Design, CSS, Logo Design, Art Direction, InDesign, Layout, Creative Direction, Web Development, WordPress, User Interface Design, Illustration, User Experience Design, HTML 5, User Interface, Leadership, Strategy, Resource Management, User Experience
Education
Bethel University 1990 — 1994
BA, Art History, Art Studio (Drawing and Printmaking), English Literature
Lino Lakes Elementary
AIGA Los Angeles June 2015 - Present
Modern Survey June 2011 - Present
Independent Contractor May 2011 - Present
Ameriprise Financial Services, Inc. November 2011 - April 2012
Bethel University September 2010 - May 2011
Valley Hill Design August 2000 - May 2011
Skills
Web Design, Graphic Design, CSS, Logo Design, Art Direction, InDesign, Layout, Creative Direction, Web Development, WordPress, User Interface Design, Illustration, User Experience Design, HTML 5, User Interface, Leadership, Strategy, Resource Management, User Experience
Education
Bethel University 1990 — 1994
BA, Art History, Art Studio (Drawing and Printmaking), English Literature
Lino Lakes Elementary
Ryan Esau's Ameriprise Financial Services, Inc. Experience March 2006 - September 2008
Job Pricing Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2008 - Present
Ameriprise Financial Services, Inc. March 2006 - September 2008
Skills
Mutual Funds, Investments, Securities, Financial Analysis, Financial Goals, Asset Allocation, Bloomberg, Pricing, Fixed Income, Finance, Financial Modeling, Equities, Bonds
Education
Bethel University 2002 — 2005
Bachelor's degree, Finance, General
Ameriprise Financial September 2008 - Present
Ameriprise Financial Services, Inc. March 2006 - September 2008
Skills
Mutual Funds, Investments, Securities, Financial Analysis, Financial Goals, Asset Allocation, Bloomberg, Pricing, Fixed Income, Finance, Financial Modeling, Equities, Bonds
Education
Bethel University 2002 — 2005
Bachelor's degree, Finance, General
Shellby Schommer's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Wells Fargo Shareholder Services May 2010 - April 2011
MoneyGram International February 2010 - April 2010
Ameriprise Financial July 2005 - July 2009
Ameriprise 1999 - 2009
Ameriprise Financial August 1999 - July 2005
Ameriprise Financial Services, Inc. July 1996 - July 1999
Prudential Insurance July 1995 - July 1996
Fortis January 1990 - June 1995
Skills
Project Management
Education
St. Mary's University of Minnesota 2011 — 2014
Master Degree, Counseling and Psychology
Saint Mary's University of Minnesota 1999 — 2002
Master Degree, Human Development
Bethel University 1996 — 1998
Bachelor Degree, Business
Ameriprise Financial Services, Inc. April 2011 - Present
Wells Fargo Shareholder Services May 2010 - April 2011
MoneyGram International February 2010 - April 2010
Ameriprise Financial July 2005 - July 2009
Ameriprise 1999 - 2009
Ameriprise Financial August 1999 - July 2005
Ameriprise Financial Services, Inc. July 1996 - July 1999
Prudential Insurance July 1995 - July 1996
Fortis January 1990 - June 1995
Skills
Project Management
Education
St. Mary's University of Minnesota 2011 — 2014
Master Degree, Counseling and Psychology
Saint Mary's University of Minnesota 1999 — 2002
Master Degree, Human Development
Bethel University 1996 — 1998
Bachelor Degree, Business
Spencer Gamber's Ameriprise Financial Services, Inc. Experience April 2007 - Present
Job Sr Business Systems Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial Services, Inc. October 1993 - May 2006
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, JCL, SDLC, Visio, Process Improvement, COBOL, Business Process..., SQL, PMO, Mainframe, Software Documentation
Education
Bethel University 1976 — 1980
Bachelor of Arts (BA), Philosophy
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial Services, Inc. October 1993 - May 2006
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, JCL, SDLC, Visio, Process Improvement, COBOL, Business Process..., SQL, PMO, Mainframe, Software Documentation
Education
Bethel University 1976 — 1980
Bachelor of Arts (BA), Philosophy
Kevin Sporer's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney May 2004 - May 2009
Education
The College of New Jersey 2002 — 2006
Bachelor of Science, Finance
Bond University 2004 — 2004
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney May 2004 - May 2009
Education
The College of New Jersey 2002 — 2006
Bachelor of Science, Finance
Bond University 2004 — 2004
Krissie Stutsman's Ameriprise Financial Services, Inc. Experience February 2015 - June 2015
Job Senior Accountant at American Capital
Industry Financial Services
Experience
American Capital June 2015 - Present
Ameriprise Financial Services, Inc. February 2015 - June 2015
Ameriprise Financial Services, Inc. September 2011 - January 2015
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Internal Controls, US GAAP, Microsoft Excel, CPA, GAAP
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
American Capital June 2015 - Present
Ameriprise Financial Services, Inc. February 2015 - June 2015
Ameriprise Financial Services, Inc. September 2011 - January 2015
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Internal Controls, US GAAP, Microsoft Excel, CPA, GAAP
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Tyler Rancourt's Ameriprise Financial Services, Inc. Experience January 2011 - April 2011
Job Manager
Industry Consumer Goods
Experience
Dental Herb Company April 2011 - Present
Ameriprise Financial Services, Inc. January 2011 - April 2011
Bank of America January 2009 - December 2010
Education
Boston College 2003 — 2007
B.S., Management
Dental Herb Company April 2011 - Present
Ameriprise Financial Services, Inc. January 2011 - April 2011
Bank of America January 2009 - December 2010
Education
Boston College 2003 — 2007
B.S., Management
Brian Derry's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Off Campus College Transport May 2008 - May 2009
Broome County Legislature October 2008 - March 2009
Off Campus College Transport May 2007 - May 2008
Education
State University of New York at Binghamton 2005 — 2009
BA Political Science and Economics
Ameriprise Financial Services, Inc. February 2009 - Present
Off Campus College Transport May 2008 - May 2009
Broome County Legislature October 2008 - March 2009
Off Campus College Transport May 2007 - May 2008
Education
State University of New York at Binghamton 2005 — 2009
BA Political Science and Economics
Gus Kalivas, CPA's Ameriprise Financial Services, Inc. Experience October 1984 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1984 - Present
Anchin Block and Anchin October 1980 - September 1984
Arthur Andersen & Company August 1977 - September 1980
Education
Boston College 1973 — 1977
Bachelor of Science, Accounting
Sacred Heart High School, Waterbury, CT 1970 — 1973
Ameriprise Financial Services, Inc. October 1984 - Present
Anchin Block and Anchin October 1980 - September 1984
Arthur Andersen & Company August 1977 - September 1980
Education
Boston College 1973 — 1977
Bachelor of Science, Accounting
Sacred Heart High School, Waterbury, CT 1970 — 1973
Philip H. Sheridan, M.B.A., M.Ed., M.A., CFP, CRPC's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1996 - Present
Vice President, NYNEX Credit Co. 1986 - 1994
Education
Providence College 2001 — 2005
M.A., Biblical Studies
New York University - Leonard N. Stern School of Business 1972 — 1976
M.B.A., Finance
University of Massachusetts Boston 1965 — 1966
M.Ed., Secondary Education
Boston College 1961 — 1965
B.S., Physics
Ameriprise Financial Services, Inc. 1996 - Present
Vice President, NYNEX Credit Co. 1986 - 1994
Education
Providence College 2001 — 2005
M.A., Biblical Studies
New York University - Leonard N. Stern School of Business 1972 — 1976
M.B.A., Finance
University of Massachusetts Boston 1965 — 1966
M.Ed., Secondary Education
Boston College 1961 — 1965
B.S., Physics
Jon Opsal's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Experienced Program Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Columbia Management 2006 - 2010
Ameriprise Financial 2003 - 2006
Ameriprise Financial 2000 - 2003
Ameriprise Financial January 1998 - January 2000
Skills
Process Improvement, Mutual Funds, Business Analysis, Investments, Leadership, Strategic Financial..., Asset Management, Six Sigma, Financial Services, Vendor Management, Series 7
Education
Bethel University
Bachelor of Science, Business Management
Ameriprise Financial Services, Inc. March 2011 - Present
Columbia Management 2006 - 2010
Ameriprise Financial 2003 - 2006
Ameriprise Financial 2000 - 2003
Ameriprise Financial January 1998 - January 2000
Skills
Process Improvement, Mutual Funds, Business Analysis, Investments, Leadership, Strategic Financial..., Asset Management, Six Sigma, Financial Services, Vendor Management, Series 7
Education
Bethel University
Bachelor of Science, Business Management
Sarah Siml's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Senior Finance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - June 2014
Ameriprise Financial January 2011 - September 2012
Skills
Essbase, Written & Oral..., Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Dependable Team Player
Education
Bethel University
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - June 2014
Ameriprise Financial January 2011 - September 2012
Skills
Essbase, Written & Oral..., Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Dependable Team Player
Education
Bethel University
Allison N.'s Ameriprise Financial Services, Inc. Experience May 2009 - August 2009
Job
Industry Higher Education
Experience
WaterStone December 2012 - Present
Pima Medical Institute October 2012 - December 2012
Alzheimer's Association March 2012 - May 2012
Bethel University January 2011 - January 2012
Christian Community Fair January 2011 - January 2012
Ameriprise Financial Services, Inc. May 2009 - August 2009
Winona State University December 2008 - May 2009
Skills
Volunteer Management, Social Media, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Entry, Time Management, Outlook, Marketing, Social Media Marketing, Editing, Newsletters, Social Networking, Organization
Education
Bethel University 2009 — 2011
Community Health, Health/ Communications
Winona State University 2008 — 2009
Public Health
Waseca High School
WaterStone December 2012 - Present
Pima Medical Institute October 2012 - December 2012
Alzheimer's Association March 2012 - May 2012
Bethel University January 2011 - January 2012
Christian Community Fair January 2011 - January 2012
Ameriprise Financial Services, Inc. May 2009 - August 2009
Winona State University December 2008 - May 2009
Skills
Volunteer Management, Social Media, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Entry, Time Management, Outlook, Marketing, Social Media Marketing, Editing, Newsletters, Social Networking, Organization
Education
Bethel University 2009 — 2011
Community Health, Health/ Communications
Winona State University 2008 — 2009
Public Health
Waseca High School
Douglas Veillette's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Managing Director, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Education
Boston College 1974 — 1978
Ameriprise Financial Services, Inc. March 2012 - Present
Education
Boston College 1974 — 1978
Bryan Kinzel's Ameriprise Financial Services, Inc. Experience November 2011 - September 2012
Job Independent Agent at CityCountry Agency
Industry Financial Services
Experience
City-Country Agency July 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - September 2012
Lacrosse Global Fund Services July 2005 - November 2011
Skills
Financial Analysis, Property & Casualty..., Life Insurance, Commercial Insurance, Health Insurance, Investments, Risk Management, Derivatives
Education
Bethel University
Bachelor's degree, Business Management
City-Country Agency July 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - September 2012
Lacrosse Global Fund Services July 2005 - November 2011
Skills
Financial Analysis, Property & Casualty..., Life Insurance, Commercial Insurance, Health Insurance, Investments, Risk Management, Derivatives
Education
Bethel University
Bachelor's degree, Business Management
Chandramohan Dhandapani's Ameriprise Financial Services, Inc. Experience 2011 - 2012
Job Performance Architect at Macy's
Industry Information Technology and Services
Experience
Macy's December 2012 - Present
Cognizant Technology Solutions May 2005 - December 2012
Xerox 2012 - 2012
Cox Communications 2012 - 2012
Ameriprise Financial Services, Inc. 2011 - 2012
Ameriprise Financial Services, Inc. 2011 - 2012
Travelport 2009 - 2011
First Data Corporation 2008 - 2009
Covansys (India) Private Limited Chennai December 2003 - May 2005
Logic Version Technologies May 2000 - December 2003
Skills
Performance Management, Performance Tuning, Performance Measurement, Performance Improvement, Capacity Assessment, Performance Based Design, Solution Architecture, Tomcat, WebSphere Application..., Scalability, Middleware, Testing, Performance Engineering, Java Enterprise Edition, Websphere, Unix, SOA, JMS, DB2, Weblogic, Enterprise Architecture, WebSphere, Agile Methodologies, SDLC, Software Project..., Requirements Analysis
Education
University of Madras 2000 — 2003
Master of Computer Applications (MCA), Computer Software Engineering
Prosoft 1999 — 1999
PGDCA, Computer Programming, Specific Applications
Bharathiar University 1995 — 1998
Bachelor of Science (BSc), Chemistry
Macy's December 2012 - Present
Cognizant Technology Solutions May 2005 - December 2012
Xerox 2012 - 2012
Cox Communications 2012 - 2012
Ameriprise Financial Services, Inc. 2011 - 2012
Ameriprise Financial Services, Inc. 2011 - 2012
Travelport 2009 - 2011
First Data Corporation 2008 - 2009
Covansys (India) Private Limited Chennai December 2003 - May 2005
Logic Version Technologies May 2000 - December 2003
Skills
Performance Management, Performance Tuning, Performance Measurement, Performance Improvement, Capacity Assessment, Performance Based Design, Solution Architecture, Tomcat, WebSphere Application..., Scalability, Middleware, Testing, Performance Engineering, Java Enterprise Edition, Websphere, Unix, SOA, JMS, DB2, Weblogic, Enterprise Architecture, WebSphere, Agile Methodologies, SDLC, Software Project..., Requirements Analysis
Education
University of Madras 2000 — 2003
Master of Computer Applications (MCA), Computer Software Engineering
Prosoft 1999 — 1999
PGDCA, Computer Programming, Specific Applications
Bharathiar University 1995 — 1998
Bachelor of Science (BSc), Chemistry
Arul Singarayar's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Project / Program Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Transamerica - Syntel Inc August 2013 - May 2014
Allstate - Syntel Inc. April 2013 - August 2013
Syntel March 2011 - April 2013
State Street May 2005 - February 2011
Altech Star Inc. January 2004 - May 2005
Asia Technologies December 2002 - December 2003
IID Association January 1996 - November 2002
Skills
Software Project..., Data Warehousing, Business Intelligence, Data Modeling, ETL, Business Analysis, Vendor Management, Actuate Report, Unix, visual basic, SDLC, Global Delivery, Onsite-Offshore...
Education
Bharathidasan University 1996 — 1999
Master of Computer Applications (MCA)
Aptech Computer Education 1993 — 1995
Higher Diploma in Software Eng
The American College 1990 — 1993
Bachelor's degree, Physics
Ameriprise Financial Services, Inc. June 2014 - Present
Transamerica - Syntel Inc August 2013 - May 2014
Allstate - Syntel Inc. April 2013 - August 2013
Syntel March 2011 - April 2013
State Street May 2005 - February 2011
Altech Star Inc. January 2004 - May 2005
Asia Technologies December 2002 - December 2003
IID Association January 1996 - November 2002
Skills
Software Project..., Data Warehousing, Business Intelligence, Data Modeling, ETL, Business Analysis, Vendor Management, Actuate Report, Unix, visual basic, SDLC, Global Delivery, Onsite-Offshore...
Education
Bharathidasan University 1996 — 1999
Master of Computer Applications (MCA)
Aptech Computer Education 1993 — 1995
Higher Diploma in Software Eng
The American College 1990 — 1993
Bachelor's degree, Physics
charles carlin's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Financial Advisor consultant
Industry
Experience
Ameriprise Financial Services, Inc. 2012 - 2013
Skills
Testing Hearsay all day, Social Media, Mathematics
Education
Bethel University
Ameriprise Financial Services, Inc. 2012 - 2013
Skills
Testing Hearsay all day, Social Media, Mathematics
Education
Bethel University
Joseph Ferri CFP®, CFS®, CLTC's Ameriprise Financial Services, Inc. Experience October 2000 - Present
Job Financial Advisor │CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2000 - Present
Education
State University of New York at Binghamton 1991 — 1995
Ameriprise Financial Services, Inc. October 2000 - Present
Education
State University of New York at Binghamton 1991 — 1995
Denise Maher-Gall's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job DirectorMarketing Services at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
BI WORLDWIDE April 2000 - May 2014
The Lacek Group April 1998 - February 2000
Carlson Marketing September 1996 - April 1998
Skills
Marketing Operations, Digital Printing, Print Management, Variable Data Printing, Direct Marketing, Project Management, People Development, Account Management, Program Management, Strategic Financial..., Microsoft Office, Color Management, Offset Printing, Wide Format Printing, Postal Regulations, Team Leadership, Creative Problem Solving, Fulfillment Management
Education
Bethel University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
St. Paul Technical College
Bachelor of Applied Science (B.A.Sc.), Graphic Arts
Ameriprise Financial Services, Inc. May 2014 - Present
BI WORLDWIDE April 2000 - May 2014
The Lacek Group April 1998 - February 2000
Carlson Marketing September 1996 - April 1998
Skills
Marketing Operations, Digital Printing, Print Management, Variable Data Printing, Direct Marketing, Project Management, People Development, Account Management, Program Management, Strategic Financial..., Microsoft Office, Color Management, Offset Printing, Wide Format Printing, Postal Regulations, Team Leadership, Creative Problem Solving, Fulfillment Management
Education
Bethel University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
St. Paul Technical College
Bachelor of Applied Science (B.A.Sc.), Graphic Arts
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank