Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Timothy J. LaPean Timothy J. LaPean Greater Minneapolis-St. Paul Area Details
Timothy J. LaPean's Ameriprise Financial Services, Inc. Experience August 2013 - December 2013
Job Financial Planner / Owner at Thoughtful Financial Planning
Industry Financial Services
Experience
Thoughtful Financial Planning   May 2014 - Present
Metro Transit  June 2014 - Present
Self-Employed  September 2009 - Present
Gradient Financial Group  December 2013 - March 2014
Ameriprise Financial Services, Inc.   August 2013 - December 2013
Ameriprise Financial Services, Inc.   October 2009 - March 2013
Ameriprise Financial  July 2007 - October 2009
Ameriprise Financial  June 2004 - May 2007
Éducation Nationale de France   August 2003 - January 2004
Ameriprise Financial Services, Inc  April 1997 - April 2003

Education
Minnesota State University, Mankato   2005 — 2006
Certificate, Financial Planning

Michael Pascarella, CFP®, CRPC® Michael Pascarella, CFP®, CRPC® Houston, Texas Area Details
Michael Pascarella, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  July 2005 - Present

Skills
Strategic Planning, Customer Experience, Protection Planning, Risk Management, Attention to Detail, Business Planning, Community Service, Public Speaking

Education
University of Oklahoma - Price College of Business   2001 — 2003
BA, Marketing

Oklahoma City Community College   1999 — 2001
ABA, Business Administration

Memorial High School   1989 — 1993

William Gammon, CFP®, CRPC®, AWMA®, ChFC® William Gammon, CFP®, CRPC®, AWMA®, ChFC® Baltimore, Maryland Area Details
William Gammon, CFP®, CRPC®, AWMA®, ChFC®'s Ameriprise Financial Services, Inc. Experience February 2010 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  February 2010 - Present
Gammon Financial   August 2001 - February 2010
Gammon Financial   July 2000 - February 2010
allianz  August 2000 - May 2007
Allianz Life- Questar Capital   2001 - 2007

Education
University of Iowa - Henry B. Tippie College of Business   1977 — 1979
Bachelor of Business Administration (B.B.A.), Marketing and Finance, 3.89 / 4.0

Ben Dreon, CRPC Ben Dreon, CRPC Greater Minneapolis-St. Paul Area Details
Ben Dreon, CRPC's Ameriprise Financial Services, Inc. Experience March 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  March 2005 - Present
Intran Media  March 2002 - May 2004
Minnesota PGA   September 2001 - March 2002

Education
University of Minnesota-Twin Cities   1999 — 2004

Cathy Wear, CRPC® Cathy Wear, CRPC® Kansas City, Missouri Area Details
Cathy Wear, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor | Managing Director | Turner, Wear, Zanders & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc  January 2004 - Present

Skills
Financial Planning, Retirement Planning, Wealth Management, Investment Strategies, Retirement, Small Business, Estate Planning, Asset Management, Multi-generational..., Retirement Income..., Estate Tax Planning, Financial Advisory, Insurance, Personal Financial..., Wealth Preservation..., Portfolio Management, Strategic Financial..., Wealth Management..., Finance, Financial Planners, Financial Services, Investments, Series 7, Investment Advisory, Asset Allocation

Education
The University of Kansas   1999 — 2003

Pembroke Hill   1996 — 1999

Kristin Chim Kristin Chim Greater Minneapolis-St. Paul Area Details
Kristin Chim's Ameriprise Financial Services, Inc. Experience January 2003 - July 2007
Job Financial Advisor with CUSO Financial Services L.P. at South Metro Wealth Management
Industry Financial Services
Experience
CUSO Financial Services, L.P, South Metro Wealth Management   January 2011 - Present
FIRST AMERICAN FUNDS  August 2007 - December 2010
RiverSource  2010 - 2010
AMERIPRISE FINANCIAL SERVICES, INC  January 2003 - July 2007
AMERICAN EXPRESS FINANCIAL ADVISORS, INC  January 2001 - January 2003
Washburn-McReavy Funeral Chapels  January 1999 - January 2001

Skills
New Business Development, Mutual Funds, CRM, Wealth Management, Relationship Management, Financial Services, Investments, Strategic Financial..., Equities, Finance, Securities, Retirement Planning, Fixed Income, Financial Planning

Education
UNIVERSITY OF MINNESOTA   1997 — 1999
Bachelor of Science

Minnesota State University, Mankato   1995 — 1997

Stephen Husten Stephen Husten Saint Paul, Minnesota Details
Stephen Husten's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Sr. Manager, Marketing and Communications; Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Ameriprise Financial Services, Inc.   April 2014 - June 2015
Woodbury Financial Services  January 2012 - May 2013
University of St. Thomas and University of Minnesota   January 2003 - February 2013
Woodbury Financial Services  September 2006 - April 2012
Woodbury Financial Services  October 2005 - September 2006
Ameriprise Financial Services, Inc  October 1991 - October 2005

Skills
Financial Services, Series 7, Series 63, Series 24, Maximizing Top-Line P&L, Building Strong..., Networking, Building World Class..., RIA Development and..., Strategic Negotiations, Financial Recruiting, Mentoring New Hires, Mentoring Of Staff, Retirement Planning, Estate Planning, Wealth Management, Employee Benefits..., Mutual Funds, Business Strategy, Key Account Mangement, Wholesale Operations, Formerly held Life,..., Formerly held Property..., Employee Benefits, Certified Financial..., Life Insurance, Training Delivery, Investment Advisory..., Holistic Financial..., Sales, Relationship Management, FINRA, Finance, Financial Goals, Financial Advisory, Strategic Financial..., Investments, Fixed Annuities, Financial Planning

Education
University of Saint Thomas - School of Business   1995 — 1996
Master of Business Administration (MBA) - In Progress, Business Administration and Management, General

Saint Cloud State University - G.R. Herberger College of Business   1987 — 1991
BS, Finance, Graduated Cum Laude

Norman Chu, CRPC® Norman Chu, CRPC® Houston, Texas Area Details
Norman Chu, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2010 - Present
Job Financial Advisor, Associate VP, Business Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  April 2010 - Present
Ameriprise Financial  2004 - Present

Skills
Retirement Planning, Finance, Financial Planning, Mutual Funds, Financial Services, Estate Planning, Retirement, Investment Strategies, Investments, Leadership

Education
The University of Texas at Austin   1999 — 2003
BA, Economics

The Woodlands High   1996 — 1999
Graduated Cum Laude

Kim Kley-Brown Kim Kley-Brown Greater Detroit Area Details
Kim Kley-Brown's Ameriprise Financial Services, Inc. Experience September 2008 - September 2009
Job Business Development, Compliance & Marketing
Industry Human Resources
Experience
Business Development  October 2013 - Present
Klarity by Kim   February 2011 - Present
JCPenney  November 2009 - June 2010
Ameriprise Financial Services, Inc  September 2008 - September 2009
Colonial Life and Accident Insurance Company  March 1998 - October 1999
HR Management Services, Inc   September 1997 - March 1998

Skills
Organizational Design, Coordinate, Responsibility, Change Management, Coaching, Employee Benefits, Human Resources, Interviews, Onboarding, Payroll, Performance Management, Process Improvement, Team Building, Recruiting, Training, Hiring, Employee Relations, Leadership Development, Organizational..., Benefits Administration, Teaching, Organizational..., Health Insurance, Retail, Customer Service, Employee Training, Networking

Education
Michigan State University   1990 — 1995
Bachelor of Arts, Elementary Education

Rochester Adams High School   1986 — 1990
College Prep

Ronald R. Walchack Ronald R. Walchack Greater Pittsburgh Area Details
Ronald R. Walchack's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor, Vice PresidentAmeriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  May 2012 - Present

Skills
Comprehensive Financial..., Retirement Income..., Financial Planning, Investment Strategies, Investments, Finance, Leadership, Mutual Funds, Wealth Management, Portfolio Management, Public Speaking, Asset Management, Financial Analysis, Strategic Planning

Education
The American College   2014 — 2015
Retirement Income Strategies

Penn State University   1978 — 1980
Bachelor of Science (B.S.)

Penn State University   1977 — 1980
Bachelor's degree, Educational Psychology

Brandon Kape, CRPC® Brandon Kape, CRPC® Red Bank, New Jersey Details
Brandon Kape, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2006 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc  September 2006 - Present

Education
University of Rhode Island - College of Business Administration   2002 — 2006
Business Administration, Finance

Sara Jane Wadsworth Sara Jane Wadsworth Greater Salt Lake City Area Details
Sara Jane Wadsworth's Ameriprise Financial Services, Inc. Experience May 2005 - February 2007
Job
Industry Computer & Network Security
Experience
Acronis  April 2014 - Present
Bella Donna Boutique   July 2010 - November 2013
Cisco  September 2007 - February 2009
Ameriprise Financial Services Inc  May 2005 - February 2007
Ameriprise Financial Services Inc  November 2003 - May 2005

Skills
Account Management, Solution Selling, Sales, Direct Sales, Sales Management, Cloud Computing, SaaS, Salesforce.com, Customer Service, Windows, Management, Lead Generation

Education
University of Phoenix
BA, Business Management

University of Phoenix
BA, Marketing

Jessica Bruno Yingst Jessica Bruno Yingst Orlando, Florida Area Details
Jessica Bruno Yingst's Ameriprise Financial Services, Inc. Experience April 2013 - September 2013
Job Guest Correspondence Associate
Industry Hospitality
Experience
The Walt Disney Company  July 2015 - Present
Abbott Farms   June 2014 - June 2015
Abbott Farms   March 2014 - June 2014
Sports Authority  October 2013 - March 2014
Abbott Farms   September 2007 - October 2013
Ameriprise Financial Services, Inc  April 2013 - September 2013
Kevin Bruno Inc.   May 2011 - May 2013
Walt Disney World  August 2012 - January 2013
Walt Disney World  January 2011 - May 2011

Skills
Leadership, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Telephone Skills, Sales, Microsoft Word, Retail, Outlook, Process Scheduler, Data Entry, Cashiering

Education
Le Moyne College   2013 — 2015
Bachelor of Science, Business in Management and Leadership

Onondaga Community College   2010 — 2013
Associate of Arts (A.A.), General Studies

Peter Stockwell Peter Stockwell Greater New York City Area Details
Peter Stockwell's Ameriprise Financial Services, Inc. Experience March 2009 - October 2010
Job The Stockwell Agency
Industry Financial Services
Experience
The Stockwell Agency-Allstate Insurance   December 2010 - Present
Ameriprise Financial Services Inc.  March 2009 - October 2010
Accredited Home Lenders  July 2000 - June 2008

Skills
Sales Management, Team Building, Credit, Financial Analysis, Mortgage Lending, Risk Management, Insurance, New Business Development, Business Planning, Investments, Retirement Planning, Sales Operations, Finance, Banking, Account Management, Strategy, Mutual Funds, Leadership, Sales, Series 7, Fixed Annuities, Refinance, Coaching, Negotiation, Small Business, Underwriting, Budgets, Strategic Financial..., Property & Casualty..., Loans, Strategic Planning, Commercial Insurance, Real Estate, Life Insurance, FHA, Marketing, Training, Portfolio Management, Process Improvement, Financial Services, Credit Analysis, Retirement, Customer Service, Business Development, Term Life Insurance, Mortgage Banking, Management, General Insurance, Executive Management, Disability Insurance

Education
University of Rhode Island   1991 — 1996
BA

Irfan Bandoo Irfan Bandoo Long Island City, New York Details
Irfan Bandoo's Ameriprise Financial Services, Inc. Experience September 2006 - January 2010
Job International Tax Accounting at Citigroup
Industry Financial Services
Experience
Citi  January 2010 - November 2012
Ameriprise Financial Services Inc.  September 2006 - January 2010

Skills
Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Auditing, GAAP, Strategic Financial..., Financial Accounting, Microsoft Excel, Tax Accounting, Corporate Tax, International Tax, Microsoft Office, Analysis, Financial Statement..., Finance, Tax, Risk Management

Education
Pace University - Lubin School of Business   2006 — 2012
BBA+MBA, Accounting

Andrew Schneider, CFP® Andrew Schneider, CFP® Greater Minneapolis-St. Paul Area Details
Andrew Schneider, CFP®'s Ameriprise Financial Services, Inc. Experience 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  2000 - Present

Education
St. John's University   1996 — 2000
Bachelor of Science (BS)

St. Cloud Apollo   1993 — 1996

Jeremy Sherman White CFP® Jeremy Sherman White CFP® Greater Boston Area Details
Jeremy Sherman White CFP®'s Ameriprise Financial Services, Inc. Experience October 2003 - August 2008
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors  August 2008 - Present
Ameriprise Financial Services, Inc  October 2003 - August 2008
Liberty Mutual Insurance  June 1998 - September 2000

Skills
Retirement Planning, Estate Planning, Strategic Financial..., Series 7, Securities, Wealth Management, Investment Advisory..., Fixed Annuities, Investment Strategies, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Alternative Investments*, Retirement, *For sophisticated...

Education
University of New Hampshire - Whittemore School of Business and Economics   1998 — 2002
Bachelor of Science (B.S.), Business Administration / Management Information Systems

Portsmouth High School   1994 — 1998

Lisa Willcox Lisa Willcox Greater Denver Area Details
Lisa Willcox's Ameriprise Financial Services, Inc. Experience April 2007 - April 2008
Job J.D. Candidate 2016
Industry Law Practice
Experience
University of Wisconsin-Madison  October 2011 - May 2012
UW Credit Union  September 2010 - October 2011
Ameriprise Financial Services, Inc  April 2007 - April 2008

Skills
Technical Writing, Microsoft Office, SPSS, Analytical Skills, Business Analysis, Software Project..., Requirements Gathering, Requirements..., Customer Retention, Customer Service, Software Requirements, SDLC, Federal Regulations, Data Analysis

Education
University of Colorado Boulder   2013 — 2016
Doctor of Law (JD), Law

University of Michigan   2005 — 2009
Bachelor of Arts, English Language and Literature and Economics, 3.9

Seaholm High School

Seaholm High School

Coleman Benko, CRPC® Coleman Benko, CRPC® Athens, Georgia Area Details
Coleman Benko, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2006 - July 2014
Job Vice President & LPL Financial Advisor at Oconee State Financial Services
Industry Financial Services
Experience
Oconee State Financial Services   July 2014 - Present
Ameriprise Financial Services, Inc  June 2006 - July 2014

Education
University of Georgia - Terry College of Business   2003 — 2007
B.B.A, Finance

College of Financial Planning
Chartered Retirement Planning Counselor, Finance

Theodore Ted Davis, CFP®, CRPC® Theodore Ted Davis, CFP®, CRPC® Washington D.C. Metro Area Details
Theodore Ted Davis, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2002 - Present
Job Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  August 2002 - Present

Education
The George Washington University   1980 — 1982
BA, American Literature

David Perrin David Perrin Greater Philadelphia Area Details
David Perrin's Ameriprise Financial Services, Inc. Experience October 2000 - March 2008
Job Manager, Networking & Communications at Day & Zimmermann
Industry Information Technology and Services
Experience
Day & Zimmermann  May 2014 - Present
Main Street Realty  November 2011 - Present
Day & Zimmermann  September 2009 - May 2014
Loomis Realty, Inc   June 2006 - November 2011
Sunoco  March 2008 - August 2009
Ameriprise Financial Services, Inc  October 2000 - March 2008

Skills
Disaster Recovery, Cisco Technologies, Troubleshooting, Networking, Data Center, Active Directory

Education
Rutgers University   1996 — 2000
BS, Business Economics

Rutgers University-New Brunswick   1996 — 2000
BS, Business Economics

Jason Cerniglia Jason Cerniglia New London/Norwich, Connecticut Area Details
Jason Cerniglia's Ameriprise Financial Services, Inc. Experience January 2005 - Present
Job CFP®, Private Wealth Advisor, Coastal Wealth Management, A Private Weatlh advisory practice of Ameriprise Financial Serv
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2005 - Present
Ameriprise Financial Services, Inc  January 2005 - Present
Smith Barney  January 2001 - December 2004

Education
Certified Financial Planner-Board of Standards, Inc.   2007 — 2008
CERTIFIED FINANCIAL PLANNER™ Practitioner, Finance, Economics, Asset Management, and Financial Planning

The University of Connecticut   1992 — 1996
Public Relations, Finance, Marketing, and Economics

Fitch High School

John Stella John Stella Greater Philadelphia Area Details
John Stella's Ameriprise Financial Services, Inc. Experience February 2011 - Present
Job Financial Advisor, Associate Vice President Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  February 2011 - Present
Wells Fargo Advisors  June 2000 - February 2011
DuPont  1984 - 2000

Education
Penn State University   1980 — 1984
BS, Computer Science

Betty David Betty David San Francisco Bay Area Details
Betty David's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Community Engagement Coordinator
Industry Government Relations
Experience
Alameda County  April 2014 - Present
Ameriprise Financial Services, Inc.   2012 - 2013
AMERIPRISE FINANCIAL SERVICES, INC  April 2012 - October 2012
BANK OF AMERICA  January 2011 - November 2011
American Administrative Group  November 2007 - September 2008
Wells Fargo Bank Commercial Mortgage   May 2006 - October 2007
Wells Fargo Bank  March 2004 - May 2006
Circuit City Stores Inc  September 1998 - March 2004

Skills
Human Resources, CRM, Credit, Insurance, Sales, Bookkeeping, Portfolio Management, Telephone Skills, Retail Banking, Bank Reconciliation, 10 Key, Event Management, Loan Servicing, Cross Selling, Research, Interviews, Accounting, Payments, Microsoft Office, Selling, Tax, Process Improvement, Benefits Administration, Financial Services

Education
San Francisco State University   2003 — 2005

Galileo High School
High School Diploma

Sean Kremin Sean Kremin Dallas, Texas Details
Sean Kremin's Ameriprise Financial Services, Inc. Experience August 2005 - January 2008
Job Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
New York Life Insurance Company  September 2014 - April 2015
Acceleration Retirement  January 2013 - August 2014
Park West Gallery  August 2009 - January 2013
Ameriprise Financial Services, Inc  August 2005 - January 2008
David Lerner Associates, Inc  October 2001 - August 2005
CIBC World Markets Corp  December 2000 - September 2001
Morgan Taylor   August 2000 - December 2000

Skills
Sales Management, Sales, Investments, Investment Advisory, Insurance, Life & Health Insurance..., Series 7, Series 63, Sales Rep Training, Public Speaking, Team Leadership, Marketing Strategy, Direct Sales, Sales Presentations, Marketing, Lead Generation, Management, Entrepreneurship, Salesforce.com, Strategic Partnerships, New Business Development, Sales Process, Social Media Marketing, Strategic Planning, Small Business, Leadership, Finance

Education
State University of New York at Albany   1996 — 2000
B.S, Human Biology

Johnna Adam Johnna Adam Davenport, Iowa Area Details
Johnna Adam's Ameriprise Financial Services, Inc. Experience October 2008 - September 2010
Job Operations Manager with Kelly OCG
Industry Program Development
Experience
Kelly OCG  April 2014 - Present
Augustana College  August 2012 - March 2014
Augustana College  2010 - August 2012
Ameriprise Financial Services, Inc  October 2008 - September 2010
PricewaterhouseCoopers  January 1998 - January 2001
PricewaterhouseCoopers  June 1997 - January 1998
PricewaterhouseCoopers  June 1994 - June 1997
PricewaterhouseCoopers  September 1990 - June 1994

Skills
Public Relations, Public Speaking, Higher Education, Event Planning, Resume Writing, Non-profits, Customer Relations, Event Management, PowerPoint, Microsoft Office, Research, Marketing, Customer Service, Career Counseling, Management, Microsoft Excel, Microsoft Word, Nonprofits, Policy, Analysis, Fundraising, Human Resources, Time Management, Leadership, Community Outreach, Social Networking, Data Analysis, Access, Leadership Development, Training, Teamwork, Finance, Recruiting, Teaching, Data Entry

Education
Northern Illinois University   1986 — 1990
B.S., Accounting

Northern Illinois University   1986 — 1990
B.S, Accounting

Trey Jamison Trey Jamison Richmond, Virginia Area Details
Trey Jamison's Ameriprise Financial Services, Inc. Experience May 2006 - December 2010
Job Retirement Plan Consultant at Chase Dominion Advisors
Industry Financial Services
Experience
Chase Dominion Advisors   December 2010 - Present
Ameriprise Financial Services Inc.  May 2006 - December 2010

Skills
Retirement, 401k, Pensions, Mutual Funds, Stocks, Retirement Planning, Retirement Income..., Wealth Management, Financial Planning, Insurance, Term Life Insurance, Disability Insurance, Long Term Care, Investment Advisory, Portfolio Management, Options, Investments, Asset Management, Annuities, Business Planning, Series 7, Estate Planning, Asset Allocation, Securities, Succession Planning, Saving for Education, College Savings Plans, Alternative Investments, Financial Analysis, Risk Management, Economics, IRA's, Roth IRA, Strategic Financial...

Education
University of Virginia   2002 — 2006
Bachelor of Arts, Economics, Astronomy

The Australian National University   2005 — 2005
Economics

Dov Litov Dov Litov Tampa/St. Petersburg, Florida Area Details
Dov Litov's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  July 2009 - Present
Merrill Lynch  September 2003 - July 2009

Education
University of Maryland College Park

Judyth Weathers, CRPC®, CLTC, CDFA™ Judyth Weathers, CRPC®, CLTC, CDFA™ Washington D.C. Metro Area Details
Judyth Weathers, CRPC®, CLTC, CDFA™'s Ameriprise Financial Services, Inc. Experience August 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  August 2001 - Present
Washington Hearing and Speech Center   May 1977 - December 2000

Education
Kean University   1972 — 1974
Master of Arts (M.A.), Education

Morgan State University   1968 — 1972
Bachelor of Science (BS), Psychology

Bill Devilly Bill Devilly Greater Boston Area Details
Bill Devilly's Ameriprise Financial Services, Inc. Experience July 1985 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  July 1985 - Present
Wolf & Company, P.C.   June 1981 - June 1985

Education
Suffolk University   1977 — 1981
B.S.B.A, Accounting

Jim Liaw Jim Liaw Washington D.C. Metro Area Details
Jim Liaw's Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  November 2008 - Present
H&R Block Financial Advisors  August 2000 - October 2008
Trak Auto Corp   August 1984 - April 2000

Education
University of Maryland College Park   1985 — 1991
BA, Criminal Justice

Magruder HS   1981 — 1985

Roger Francis, CFP®, CRPC®, APMA® Roger Francis, CFP®, CRPC®, APMA® Greater New York City Area Details
Roger Francis, CFP®, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience October 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  October 2006 - Present

Education
Montclair State University   2001 — 2004
BS, Business

David Palermo, CFP® David Palermo, CFP® Rochester, New York Area Details
David Palermo, CFP®'s Ameriprise Financial Services, Inc. Experience June 1996 - Present
Job Financial Planner at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  June 1996 - Present

Education
State University of New York College at Brockport   1987 — 1989
Bachelors, Business & Economics

William (Bill) Norton William (Bill) Norton Greater San Diego Area Details
William (Bill) Norton's Ameriprise Financial Services, Inc. Experience August 1998 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc  August 1998 - Present
United States Marine Corps  November 1969 - June 1998

Education
North Carolina State University   1965 — 1969

Command and General Staff College, Fort Levenworth, Kansas   1982 — 1983
Military Operational Art and Science/Studies

UC Riverside   1981 — 1982
Operations Management and Supervision

Neal Kassner CFP CPA Neal Kassner CFP CPA San Francisco Bay Area Details
Neal Kassner CFP CPA's Ameriprise Financial Services, Inc. Experience August 2001 - Present
Job Experienced Stategic Planner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  August 2001 - Present
T-Mobile  August 2000 - June 2001
Oracle Corporation, Global e-Business Solutions   January 1999 - June 2000
EDS Corporation, e-Solutions Consulting   July 1997 - January 1999
Philips Electronics, Strategic Systems   August 1996 - July 1997
Knight-Ridder, Inc  April 1996 - August 1996
PriceWaterhouseCoopers  May 1991 - April 1996

Skills
Strategic Financial..., Financial Advisory, Marketing Strategy, Qualified Retirement..., Estate Tax Planning, Relationship Marketing, Management, CRM, Strategy

Education
University of California, Los Angeles   1986 — 1990
Bachelor’s Degree, Business/Managerial Economics

Santa Clara University
Master of Business Administration

Brian Mora, CFP®, CRPC®, AWMA® Brian Mora, CFP®, CRPC®, AWMA® Miami/Fort Lauderdale Area Details
Brian Mora, CFP®, CRPC®, AWMA®'s Ameriprise Financial Services, Inc. Experience September 2001 - Present
Job Financial Services Executive
Industry Financial Services
Experience
Ameriprise Financial Services Inc  September 2001 - Present
Ameriprise Financial  March 2009 - November 2010
Ameriprise Financial  April 2004 - April 2009
Ameriprise Financial  August 2002 - April 2004
Ameriprise Financial  September 2001 - August 2002

Education
Montclair State University   1997 — 2001
Bachelor of Science, Business Administration; Finance and Management

Joseph Ridinger, CRPC, AWMA Joseph Ridinger, CRPC, AWMA Richland/Kennewick/Pasco, Washington Area Details
Joseph Ridinger, CRPC, AWMA's Ameriprise Financial Services, Inc. Experience June 2006 - Present
Job Financial Advisor, Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  June 2006 - Present
Northwest Industrial   May 2005 - March 2006
HSBC  May 2003 - May 2005

Education
Oregon State University   1999 — 2001
Bachelor of Science, Finance, Economics

Chris Root Chris Root Greater Minneapolis-St. Paul Area Details
Chris Root's Ameriprise Financial Services, Inc. Experience July 2000 - Present
Job Financial Advisor with Young & Associates, a Private Wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  July 2000 - Present

Education
University of Minnesota-Twin Cities   1990 — 1995
BME, Mechanical Engineering

Steve Steiner Steve Steiner Maple Plain, Minnesota Details
Steve Steiner's Ameriprise Financial Services, Inc. Experience May 2013 - September 2014
Job Director Capital Markets Operations at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  September 2014 - Present
Ameriprise Financial Services, Inc  May 2013 - September 2014
Wells Fargo Advisors  August 2012 - May 2013
Wells Fargo Advisors  January 2011 - July 2012
Wells Fargo Investments  January 2005 - January 2010
Wells Fargo Investments  March 2001 - January 2005
Dain Rauscher, Inc  November 1998 - March 2001
Piper Jaffray, Inc  January 1993 - November 1998

Skills
Risk Management, Operations Management, Process Improvement, Series 7, Business Process..., Employee Management, Analytics, Series 9, Series 24, Banking, Financial Services, Leadership, Financial Analysis, Strategy, Finance, Asset Management, Portfolio Management, FINRA, Management, Financial Risk, Change Management, Credit, Investments, Mutual Funds, Equities, Securities, Retirement Planning, Trading, Wealth Management, Business Analysis, Business Development, Series 63

Education
University of St. Thomas
Masters, Business Administration

University of Minnesota-Twin Cities   1986 — 1990
Bachelor of Science, Economics

University of Pennsylvania - The Wharton School   2008 — 2011
Securities Industry Institute, Investments and Securities

Washington University in St. Louis - Olin Business School   2011 — 2012
Risk Management for Sr. Leaders, Operational Risk Management

Lisa Lisa Palmer-Bothun Lisa Lisa Palmer-Bothun Greater Minneapolis-St. Paul Area Details
Lisa Lisa Palmer-Bothun's Ameriprise Financial Services, Inc. Experience February 2006 - February 2009
Job Program Manager at Surescripts
Industry Leisure, Travel & Tourism
Experience
Surescripts LLC  January 2014 - Present
Surescripts LLC  May 2012 - January 2014
Carlson Wagonlit Travel  September 2010 - May 2012
Prime Therapeutics  May 2010 - September 2010
American Red Cross  April 2009 - May 2010
Ameriprise Financial Services, Inc  February 2006 - February 2009
Ameriprise Financial Services, Inc  October 2005 - January 2006
CNA Insurance  December 2002 - October 2005
The St. Paul Companies  January 2001 - October 2002
The St. Paul Companies  January 2000 - January 2001

Skills
Business Process..., Process Improvement, Program Management, SDLC, Cross-functional Team..., Project Management, Management, Project Portfolio..., Training, Strategy, Quality Assurance, Integration, Analysis, Leadership, Outsourcing, Agile Methodologies, PMO, Risk Management

Education
University of Phoenix   2002 — 2004
MA, Organizational Management

University of Minnesota-Twin Cities   1983 — 1990
BA, Philosophy

Clarence Ma Clarence Ma Los Angeles, California Details
Clarence Ma's Ameriprise Financial Services, Inc. Experience January 2006 - June 2006
Job Director/Producer/Filmmaker
Industry Motion Pictures and Film
Experience
Overbrook Entertainment  September 2010 - December 2010
Central Pacific Bank, Treasury Department   September 2007 - June 2009
Ameriprise Financial Services Inc  January 2006 - June 2006
Prudential Financial, Inc.   December 2005 - June 2006
Tokio Marine & Nichido Fire Insurance Co., Ltd   May 2006 - May 2006

Skills
Directing, Producing, Writing, Final Cut Pro, Protool, Microsoft Office, REDCINE-X, Movie Magic, Final Draft Pro, Screenwriter, Photoshop, Mac, PC, Lotus Notes, Filmmaking, SAG, Film LA, Organization, Hard Work, Film Production

Education
Loyola Marymount University   2010 — 2013
MFA in Film & TV Production, Film & Television

Gotham Writers' Workshop   2009 — 2009
Screenwriting

University of Hawaii - College of Business Administration   2002 — 2007
BBA, Finance & International Business

Jeremy Facknitz Jeremy Facknitz Colorado Springs, Colorado Area Details
Jeremy Facknitz's Ameriprise Financial Services, Inc. Experience September 2009 - Present
Job Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  September 2009 - Present
Jeremysongs Inc.   September 2003 - Present
Champps Americana * DJ/Emcee   September 1999 - August 2004

Education
Holly High School
Graduate, general studies

Pikes Peak Community College
Attaining Associate of Arts degree

Specs Howard School of Media Arts
certification, radio broadcasting

Steve Isaacson Steve Isaacson San Francisco Bay Area Details
Steve Isaacson's Ameriprise Financial Services, Inc. Experience March 2010 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  March 2010 - Present
Citi Smith Barney  January 1993 - April 2010

Education
San Diego State University-California State University
BS, Business Administration

Michele Iskra Michele Iskra Greater Philadelphia Area Details
Michele Iskra's Ameriprise Financial Services, Inc. Experience February 2008 - May 2009
Job Platinum Service Lead at Cigna
Industry Insurance
Experience
Cigna  September 2014 - Present
CIGNA  June 2012 - September 2014
CIGNA  February 2011 - June 2012
JP Morgan Chase  December 2009 - February 2011
Mattel - American Girl Place   June 2009 - September 2009
Ameriprise Financial Services Inc  February 2008 - May 2009

Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Access, Microsoft Word, Data Analysis, Business Analysis, Marketing, Insurance, Outlook, Research

Education
Rutgers, The State University of New Jersey-Camden   2010 — 2014
MBA, Marketing

University of Delaware   2005 — 2009
Bachelor of Science, Marketing and Finance

Steven Kopf Steven Kopf Cincinnati Area Details
Steven Kopf's Ameriprise Financial Services, Inc. Experience August 2010 - Present
Job Financial Advisor & Associate Vice President at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  August 2010 - Present
Morgan Stanley Smith Barney  1983 - 2010

Education
Miami University
Bachelor's Degree, English Language and Literature/Letters

Mark Katarsky Mark Katarsky Wilkes Barre, Pennsylvania Details
Mark Katarsky's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  2004 - Present
Ameriprise Financial  2004 - Present
The Vanguard Group  2001 - 2004

Education
University of Scranton
Finance

Jason Smith, CRPC® Jason Smith, CRPC® Greater Boston Area Details
Jason Smith, CRPC®'s Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Business Financial Advisor and Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  2006 - Present

Education
University of New Hampshire - Whittemore School of Business and Economics   1990 — 1995
Business Administration

Eric Tunstall Eric Tunstall Providence, Rhode Island Area Details
Eric Tunstall's Ameriprise Financial Services, Inc. Experience January 2008 - January 2011
Job Financial Consultant at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services  January 2011 - Present
Ameriprise Financial Services Inc.  January 2008 - January 2011
TJ Maxx  December 2006 - December 2007
Alderwoods Group Inc.  January 2002 - December 2006
Alderwoods Group Inc.  January 2000 - December 2001

Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Business Planning, Investments, Management, Retirement, Series 7, Customer Service, Leadership, Finance, Strategic Planning

Education
Pace University   1987 — 1989
Accounting, Business Management

Anders Lundegard, CFP® MBA Anders Lundegard, CFP® MBA Washington D.C. Metro Area Details
Anders Lundegard, CFP® MBA's Ameriprise Financial Services, Inc. Experience April 2004 - Present
Job Dalimonte, Morgante and Associates, a private wealth advisory practice of Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  April 2004 - Present
The Swedish Jazz   2009 - Present

Education
Northwestern University   1991 — 1995

Jennifer Wells Ibarguen, CRPC® Jennifer Wells Ibarguen, CRPC® Plano, Texas Details
Jennifer Wells Ibarguen, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2005 - November 2013
Job Associate Manager, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Lowenthal, Ibarguen & Kolinofsky, A financial advisory practice of Ameriprise Financial Services Inc   November 2013 - Present
AMERIPRISE FINANCIAL SERVICES, INC  June 2005 - November 2013

Education
University of Arizona   2001 — 2005
BA, Economics, Political Science

John T. Sullivan John T. Sullivan Roseville, California Details
John T. Sullivan's Ameriprise Financial Services, Inc. Experience February 2010 - Present
Job Ameriprise FinancialFranchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  February 2010 - Present
Ameriprise Financial Services, Inc  January 2007 - January 2010
RiverSource Distributors, Inc   January 2002 - January 2007
Prudential Financial Inc  January 1998 - January 2001
American Express Financial Advisors, Inc  January 1990 - January 1998
IDS-American Express  January 1989 - January 1990
Investors Diversified Services  January 1984 - January 1988
IDS Financial Services  January 1981 - January 1988

Education
University of California, Davis   1977 — 1979
Bachelor of Science, Business Management

Benjamin Wels Benjamin Wels Greater Minneapolis-St. Paul Area Details
Benjamin Wels's Ameriprise Financial Services, Inc. Experience 2002 - 2009
Job VP Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2013 - Present
TD Ameritrade  July 2012 - May 2013
TD Ameritrade  2009 - July 2012
Ameriprise Financial Services, Inc. (RiverSource Distributors)   2007 - March 2009
Ameriprise Financial Services Inc.  2002 - 2009

Skills
Series 24, Wealth Management, Investments, Portfolio Management, Securities, Financial Services, Sales, Uniform Combined State..., Asset Management, Recruiting, CRM, Investment Advisory, Marketing, Asset Allocation, Series 7, Retirement, Training, Financial Advisory, Series 63, Equities, Strategic Financial..., Relationship Management, Mutual Funds, Retirement Planning, Investment Strategies, Series 65, FINRA, Risk Management, 401k, Fixed Annuities

Education
University of Minnesota-Twin Cities   1999 — 2002
B.S., Finance

Michael E. Taylor, MBA, CRPC(R) Michael E. Taylor, MBA, CRPC(R) Miami/Fort Lauderdale Area Details
Michael E. Taylor, MBA, CRPC(R)'s Ameriprise Financial Services, Inc. Experience January 2005 - Present
Job Financial Advisor at Ameriprise Financial CA#OF99713
Industry Financial Services
Experience
Ameriprise Financial Services Inc  January 2005 - Present
Landmark Worldwide  2013 - 2014
Alpharma  January 2000 - May 2004
Taylor’d Solutions   January 2003 - January 2004
Alpharma inc  January 2000 - January 2003
Roche  May 1995 - January 2000
Roche Vitamins Inc  January 1995 - January 2000
Cytec Industries  January 1990 - January 1993
American Cyanamid Co  January 1977 - January 1990

Education
Ohio University   1995 — 1997
MASTER OF BUSINESS ADMINISTRATION, FINANCE/MARKETING

Southern University at New Orleans   1976 — 1977
BACHELOR OF SCIENCE, ACCOUNTING

Kansas State University   1972 — 1975
Accounting

Tony C. Yang, CFP, ChFC, CLU, CRPC, APMA Tony C. Yang, CFP, ChFC, CLU, CRPC, APMA Greater New York City Area Details
Tony C. Yang, CFP, ChFC, CLU, CRPC, APMA's Ameriprise Financial Services, Inc. Experience August 2001 - Present
Job Private Wealth Advisor / Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  August 2001 - Present
Northern Trust  August 2000 - June 2001

Skills
Responsiveness, Attention to Detail, Analytical, Ability to Listen, Skilled Communicator, Relationship Building

Education
The University of Chicago   1998 — 2001
BA, Economics

The American College   2001 — 2003
Financial Planning Programs

Paint Branch High School   1994 — 1997

Jarrett Jacobsen, CFP ® Jarrett Jacobsen, CFP ® Greater New York City Area Details
Jarrett Jacobsen, CFP ®'s Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  January 2003 - Present

Education
Manhattan College
BA, Degree in Finance

College of Financial Planning
CFP, CERTIFIED FINANCIAL PLANNER

College of Financial Planning
CRPC ®, Chartered Retirement Planning Counselor

William Berroteran William Berroteran Houston, Texas Details
William Berroteran's Ameriprise Financial Services, Inc. Experience June 2008 - March 2009
Job Project Engineer I at Subsea 7
Industry Oil & Energy
Experience
Subsea 7  April 2014 - Present
Subsea 7  April 2013 - March 2014
Helix  July 2012 - March 2013
Helix Energy Solutions Group  June 2011 - August 2011
Law Enforcement Online  November 2009 - May 2011
Ameriprise Financial Services, Inc  June 2008 - March 2009
Gary Grahnquist   May 2007 - August 2007

Skills
Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Subsea Engineering, Project Engineering, Troubleshooting, AutoCAD, Project Planning, Teamwork, Oil/Gas, Public Speaking, Pipelines

Education
Louisiana State University   2007 — 2012
Bachelor of Science (BS), Mechanical Engineering

Alicia Lynch Alicia Lynch Sanford, North Carolina Details
Alicia Lynch's Ameriprise Financial Services, Inc. Experience July 2010 - August 2013
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones  August 2013 - Present
Ameriprise Financial Services, Inc  July 2010 - August 2013
Ameriprise Financial Services, Inc  September 2006 - July 2010

Skills
Management, Marketing, Business Development, Training, Sales Operations, Marketing Strategy, Advertising, New Business Development, Market Planning, Finance, Insurance, Retirement Planning, Portfolio Management, Microsoft Office, Leadership, Investments, Financial Services, Financial Planning, Customer Service

Education
University of Alabama   2001 — 2004
Bachelor of Science, Business Administration; Marketing

Blair Haslerud Blair Haslerud Greater Minneapolis-St. Paul Area Details
Blair Haslerud's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Regonal Sales Manager at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  June 2015 - Present
hedberg search   October 2013 - February 2015
Gradient Financial Group  December 2011 - June 2014
RiverSource  March 2009 - December 2010
RiverSource  July 2007 - March 2009
Wells Fargo Investments  July 1999 - July 2007
Robert W. Baird & Co.   July 1991 - July 1999

Skills
Portfolio Management, Series 7, Retirement Planning, Series 63, Finance, Series 24, Recruiting, Series 66, Insurance, New Business Development, Variable Annuities, Securities, Asset Management, Uniform Combined State..., Wealth Management, Investment Management, Mutual Funds

Education
University of Minnesota-Duluth   1982 — 1988
BBA, Business, Finance

elliot

Dirk Van Curan Dirk Van Curan Portland, Maine Area Details
Dirk Van Curan's Ameriprise Financial Services, Inc. Experience January 2003 - January 2009
Job Director of Technology at MSAD #51
Industry Education Management
Experience
MSAD #51  July 2012 - Present
DStrongVC   October 2010 - Present
WorldVentures  May 2009 - Present
Rovia  May 2009 - Present
MSAD #51  January 2011 - July 2012
TYLER TECHNOLOGY INC   June 2009 - June 2010
GREELY HIGH SCHOOL  January 2009 - June 2009
AMERIPRISE FINANCIAL SERVICES INC  January 2003 - January 2009
DLS Marketing   January 2000 - October 2001
Lehman Brothers  January 1988 - January 2000

Skills
Leadership, Customer Service, Microsoft Office, Event Planning, Fundraising, Strategic Planning, Team Building, Public Speaking, Entrepreneurship, Small Business, Coaching, Social Media Marketing, Social Media, Non-profits, Project Management, Program Management, Marketing, Budgets, Social Networking, Team Leadership

Education
University of Colorado at Boulder   1978 — 1985
BA, Commercial Recreation

Holderness   1974 — 1977

Madeline Langlois Madeline Langlois Austin, Texas Area Details
Madeline Langlois's Ameriprise Financial Services, Inc. Experience October 2004 - March 2006
Job Personal Care Attendant at THE MEDICAL TEAM
Industry Consumer Services
Experience
THE MEDICAL TEAM  July 2013 - Present
Laidlaw & Company, (UK), Ltd   February 2007 - September 2007
Ameriprise Financial Services, Inc  October 2004 - March 2006
Planet Beach Franchising Corporation  March 2002 - October 2004
Macy's  September 2001 - March 2002
Tulane University  June 2001 - September 2001

Skills
Customer Service, Analysis, Investments, Finance, Management, Sales, Advertising, Financial Services, Insurance, Retail, Time Management, Microsoft Office

Education
Louisiana State University   1997 — 2001
bussiness, core

Saint Michael's Academy   1994 — 1998
Master's degree, Banking, Corporate, Finance, and Securities Law

Saint Luis

Will Lasher Will Lasher York, Pennsylvania Area Details
Will Lasher's Ameriprise Financial Services, Inc. Experience June 2006 - December 2006
Job Budget and Forecasting Manager
Industry Consumer Goods
Experience
The AMES Companies, Inc.   March 2015 - Present
The AMES Companies, Inc.   May 2014 - March 2015
The AMES Companies, Inc.   July 2013 - May 2014
The AMES Companies, Inc.   May 2012 - August 2013
Raytheon Company  October 2010 - May 2012
Raytheon Company  May 2009 - October 2010
Raytheon Company  January 2008 - May 2009
Wells Fargo Bank  January 2007 - January 2008
Ameriprise Financial Services, Inc  June 2006 - December 2006
Alpha Sigma Phi Fraternity Inc  January 2005 - May 2006

Skills
Forecasting, Variance Analysis, Cash Flow, Financial Analysis, Process Improvement, Analysis, Microsoft Excel, Budget, Project Management, Leadership, Risk Management, Budgets, SAP, Finance, Cost Accounting, Management, Six Sigma

Education
Texas A&M University-Commerce   2009 — 2014
MBA, Business Administration

Tri-State University   2000 — 2004
Bachelor of Science, Accounting

Trine University (Tri-State Unviersity   2000 — 2004
Bachelor of Science, Accounting

Lawrence Central High School   1997 — 2000
High School Diploma

Melinda Corbley Melinda Corbley Greater Philadelphia Area Details
Melinda Corbley's Ameriprise Financial Services, Inc. Experience April 2011 - April 2014
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2015 - Present
Ameriprise Financial Services, INC  April 2011 - April 2014
Wells Fargo Advisors, LLC  June 1991 - April 2011

Education
Camden Catholic High School

University of Central Florida - College of Business Administration
Finance

VICTORIA KETTNITZ VICTORIA KETTNITZ Greater Los Angeles Area Details
VICTORIA KETTNITZ's Ameriprise Financial Services, Inc. Experience August 2004 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  August 2004 - Present
Sisi International, Inc   2004 - Present
American Express Financial Advisors  March 2003 - 2004
American Express Financial Advisors  2001 - 2003

Education
University of Bath
Master of Arts (M.A.)

Kenyatta University
Bachelor of Arts (B.A.)

Moi Girls High School

Sarah Eagar, PHR Sarah Eagar, PHR Houston, Texas Area Details
Sarah Eagar, PHR's Ameriprise Financial Services, Inc. Experience May 2006 - August 2006
Job Developmental Role at Stay at Home Mom
Industry Oil & Energy
Experience
Stay at Home Mom  April 2015 - Present
Tesco Corporation  February 2013 - April 2015
Parker Hannifin  December 2012 - February 2013
FleetPride, Inc  November 2010 - December 2012
FMC Technologies, Inc  March 2009 - November 2010
FMC Technologies  July 2007 - March 2009
Ameriprise Financial Services, Inc  May 2006 - August 2006

Skills
SAP HCM, Verbal & Written..., Process Improvement, SAP E-Recruiting, HRIS, Succession Planning, Employee Relations, Recruiting, Applicant Tracking..., Performance Management, Change Management, Talent Acquisition, SAP, Project Management, Talent Management, Human Resources, Onboarding, Employee Benefits, Personnel Management, SAP HR, Communication, New Hire Orientations, Organizational..., Training, Payroll, Interviews, Management, Coaching, FMLA, Team Building, Policy, Benefits Administration, College Recruiting, Business Process..., Workforce Planning, Operations Management, Program Management

Education
Trinity University   2003 — 2007
B.S., Marketing & Management

Barbara (Bloom) Vargas Barbara (Bloom) Vargas Boca Raton, Florida Details
Barbara (Bloom) Vargas's Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job CRPC® Financial Advisor | Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services Inc  August 2006 - Present
BNI Soaring Eagles   October 2011 - September 2012
Junior League of Greater Fort Lauderdale  June 2011 - September 2012
BNI Soaring Eagles   2009 - October 2011
Ameriprise Financial  2007 - 2009

Education
University of Florida   2002 — 2006
Bachelor of Science, Psychology and Minor in Business

Amy K. Munn Amy K. Munn Doylestown, Pennsylvania Details
Amy K. Munn's Ameriprise Financial Services, Inc. Experience April 2005 - November 2009
Job Interested in part time position in or around Bucks County PA
Industry Hospital & Health Care
Experience
Family  June 2012 - Present
Compassionate Care Hospice  August 2010 - Present
Pathways to Compassion   June 2009 - August 2010
Ameriprise Financial Services, Inc  April 2005 - November 2009

Education
Penn State University   2000 — 2004

Michael G. Lurz, ChFC, CLU Michael G. Lurz, ChFC, CLU Buffalo/Niagara, New York Area Details
Michael G. Lurz, ChFC, CLU's Ameriprise Financial Services, Inc. Experience June 1992 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  June 1992 - Present

Education
University at Buffalo   1985 — 1987
BS, Finance

Aaron Borstein, CFP®, CRPC® Aaron Borstein, CFP®, CRPC® Greater Philadelphia Area Details
Aaron Borstein, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2002 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2002 - Present
Ameriprise Financial Services, Inc  June 2005 - April 2009

Skills
Retirement Planning

Education
Penn State University   1997 — 2001
Bachelor of Science, Finance and International Business

John Schaefer III John Schaefer III Washington D.C. Metro Area Details
John Schaefer III's Ameriprise Financial Services, Inc. Experience January 2006 - August 2008
Job Innovation Project Manager at United States Department of Defense
Industry Defense & Space
Experience
Defense Threat Reduction Agency  February 2010 - Present
CACI, INC  August 2008 - February 2010
AMERIPRISE FINANCIAL SERVICES, INC  January 2006 - August 2008

Skills
Program Management, Analysis, Management, Proposal Writing, Contract Management, Government, Budgets, Defense, Sales, Customer Service, Navy, Microsoft Office, Finance, DoD, Security Clearance, Government Contracting, Leadership, National Security, Project Planning, Strategic Planning, Project Management, Team Leadership, Information Assurance, Requirements Analysis, Intelligence, Training, Intelligence Analysis, Top Secret, Mergers, Federal Government, FAR, Contract Negotiation, Strategy, Procurement, Policy, Policy Analysis, Continuous Improvement, Military, Counterterrorism, SharePoint, Testing, Security, Research, Command, Systems Engineering, Army

Education
Shenandoah University   2001 — 2005
Bachelor of Business, Management

Pfeiffer University   2001 — 2001
Business

James Strate, CFP® James Strate, CFP® Greater Minneapolis-St. Paul Area Details
James Strate, CFP®'s Ameriprise Financial Services, Inc. Experience November 2006 - October 2013
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2013 - Present
Ameriprise Financial Services Inc  November 2006 - October 2013
Woodbury Financial Services  May 2006 - November 2006

Skills
Retirement Planning, Estate Planning, Insurance, Finance, Saving for Education, Mutual Funds, Series 63, Strategic Financial..., Series 7

Education
St. Cloud State University   2003 — 2006
Bachelor of Science (B.S.), Finance

Jasper (Jack) Lofaso Jasper (Jack) Lofaso Greater New York City Area Details
Jasper (Jack) Lofaso's Ameriprise Financial Services, Inc. Experience February 2007 - October 2008
Job LOFASO Enterprises
Industry Insurance
Experience
LOFASO Enterprises   March 2010 - Present
Mutual of Omaha  May 2010 - March 2011
Metropolitan Life Insurance Company  January 2009 - March 2010
Ameriprise Financial Services, Inc  February 2007 - October 2008
AT&T  April 1999 - March 2006
IBM  1973 - 1999

Skills
Critical Illness, Health Insurance, Healthcare, Medicare Supplements, Medicare, Medicare Part D, Fixed Annuities, Life Insurance, Small Business, Employee Benefits, Voluntary Employee..., Supplemental Health, Insurance, Disability Insurance, Sales, Term Life Insurance, Community Outreach, Long-term Care, Final Expense Planning, Finance, Financial Planning

Education
New York University - Polytechnic School of Engineering   1969 — 1973
BS, Mathematics

New York University - Polytechnic School of Engineering
MS, Computer Science

Corey Mireau Corey Mireau Greater Minneapolis-St. Paul Area Details
Corey Mireau's Ameriprise Financial Services, Inc. Experience April 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  April 1998 - Present

Education
University of Minnesota-Twin Cities
International Relations

DeAnne Dillan DeAnne Dillan Greater Minneapolis-St. Paul Area Details
DeAnne Dillan's Ameriprise Financial Services, Inc. Experience January 2010 - June 2011
Job Implementation Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  June 2011 - December 2012
Ameriprise Financial Services, Inc.   January 2010 - June 2011
Ameriprise Financial Services, Inc  1989 - 2009

Skills
Training, Leadership, Financial Services, Project Management, Process Improvement, Business Analysis, Investments, Customer Service, Insurance, Management, Change Management, Strategy, Risk Management

Education
University of Minnesota-Twin Cities   1985 — 1987

Brad Schoff Brad Schoff Greater Milwaukee Area Details
Brad Schoff's Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Field Compliance Supervisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  January 2008 - Present
Precise Investment Management, LLC   October 2006 - January 2008
Horwitz & Associates, Inc   January 2003 - October 2006
Horwitz & Associates, Inc   January 2001 - January 2006
Horwitz & Associates, Inc   January 1995 - January 2001

Education
Northern Illinois University   1985 — 1989
B.S., Finance

Derick Oakley Derick Oakley Kansas City, Missouri Area Details
Derick Oakley's Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  August 2005 - Present

Education
Pittsburg State University   2001 — 2005
Bachelor of Business Adminstration, Finance & Economics

Joe Collins, CFE Joe Collins, CFE Austin, Texas Area Details
Joe Collins, CFE's Ameriprise Financial Services, Inc. Experience January 1998 - June 2009
Job Director, Association of Certified Fraud Examiners Austin Chapter
Industry Financial Services
Experience
Kelmar & Associates   January 2012 - Present
Asset Protection Associates  December 2011 - Present
Kelmar Global Investigations   March 2011 - Present
AMERIPRISE FINANCIAL SERVICES, INC  January 1998 - June 2009
Williams Marketing  March 1995 - July 1997
KSLR   December 1992 - December 1993
New Life Radio   February 1990 - August 1992
Morningstar Radio Network   1992 - 1992
Lute Riley Honda/First Texas Honda   March 1987 - June 1990
General Binding Corporation  May 1983 - March 1987

Skills
Certified Fraud Examiner, Asset Protection Auditor, Mystery Shopping, Series 7, Wealth Management, Compliance, Risk Mitigation, Risk Management, Financial Planning, Insurance, Investments, Financial Analysis, Competitive Analysis, Portfolio Management, Public Speaking, Data Analysis, Reid Technique..., Strategic Financial..., Fraud, Asset Protection, Management, Financial Services, Auditing, Forecasting, Private Investigations, Internal Investigations, Risk Assessment, Investigation

Education
Association of Certified Fraud Examiners   2010 — 2010
I'm now a CFE., Accounting, Financial, Law, Fraud Investigation, Fraud Prevention

University of Alabama   1978 — 1983
B.S., Business Administration

Brad Schoff Brad Schoff Chicago, Illinois Details
Brad Schoff's Ameriprise Financial Services, Inc. Experience January 2008 - January 2010
Job Examination Manager at FINRA
Industry Financial Services
Experience
FINRA  July 2014 - Present
FINRA  January 2010 - Present
Ameriprise Financial Services, Inc  January 2008 - January 2010
Precise Investment Management, LLC   October 2006 - January 2008
Horwitz & Associates, Inc   January 2003 - October 2006
Horwitz & Associates, Inc   January 2001 - January 2006
Horwitz & Associates, Inc   January 1995 - January 2001

Skills
Investments, FINRA, Mutual Funds, Financial Risk, Trading

Education
Northern Illinois University
B.S, Finance

Court Robinson Court Robinson Greater New Orleans Area Details
Court Robinson's Ameriprise Financial Services, Inc. Experience June 2005 - June 2010
Job Pine Business Development Manager at Robinson Lumber Company
Industry Financial Services
Experience
Robinson Lumber Company  August 2014 - Present
Capital One  September 2013 - July 2014
Jefferson Parish Public School System  May 2013 - September 2013
Strategic Management Group  May 2012 - May 2013
ROBINSON LUMBER COMPANY  January 2010 - May 2012
AMERIPRISE FINANCIAL SERVICES, INC  June 2005 - June 2010

Skills
Equity Research, Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Corporate Finance, Asset Managment, Equities, Microsoft Excel, Portfolio Management, Data Analysis, Risk Management, Finance, Strategic Planning, Securities, PowerPoint, Strategy, Analysis, Business Strategy, Budgets, Economics

Education
TULANE UNIVERSITY, FREEMAN SCHOOL OF BUSINESS   2010 — 2012
Master of Business Administration, Strategy & Management; Entrepreneurship

University of Richmond   2001 — 2005
Bachelor of Science, Business Administration

Ashley Gardner Ashley Gardner Albany, New York Area Details
Ashley Gardner's Ameriprise Financial Services, Inc. Experience January 2010 - May 2010
Job Research Administrator at University at Albany Office of Sponsored Programs
Industry Financial Services
Experience
University at Albany Office of Sponsored Programs   May 2015 - Present
NYS Office of Children and Family Services  January 2015 - April 2015
University of Massachusetts Amherst Controller's Office   February 2014 - December 2014
NYS Children and Family Services   March 2011 - January 2014
LPL Financial  July 2010 - March 2011
Ameriprise Financial Services, Inc  January 2010 - May 2010
Siena College Finance and Administration   September 2009 - January 2010
Office of Business Affairs   September 2007 - August 2009
William Tell Financial Services   June 2009 - July 2009

Skills
Budgets, Microsoft Excel, Spreadsheets, Financial Statements, Journal Entries, Policy, Portfolio Management, Financial Analysis, Strategic Financial..., Access, Financial Reporting, Data Analysis, PowerPoint, Accounting

Education
Siena College   2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance

Siena College   2007 — 2010
B.S, Finance

Brian Mahler, CRPC, CLTC Brian Mahler, CRPC, CLTC Greater Boston Area Details
Brian Mahler, CRPC, CLTC's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Ameriprise Financial Services Inc  January 2011 - March 2012
Ameriprise Financial  March 2010 - January 2011
Ameriprise Financial  September 2001 - March 2010

Education
Lynn University   1997 — 2001

Jonathan Frigo, CRPC® Jonathan Frigo, CRPC® Greater Minneapolis-St. Paul Area Details
Jonathan Frigo, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Ameriprise Financial Services, Inc.   May 2012 - July 2015
Ameriprise Financial Services, Inc  January 2009 - May 2012
Ameriprise Financial Services, Inc.   January 2007 - December 2008

Education
Loyola University New Orleans
Bachelor of Arts Degree

Pete Kropp Pete Kropp Greater Boston Area Details
Pete Kropp's Ameriprise Financial Services, Inc. Experience May 2008 - May 2009
Job Regional Sales Director at Columbia Management
Industry Financial Services
Experience
Columbia Management  October 2009 - Present
Columbia Management  June 2009 - October 2009
Ameriprise Financial Services Inc  May 2008 - May 2009

Education
University of New Hampshire   2004 — 2007
B.S, Kinesiology

University of New Hampshire
Minor, Economics

University of New Hampshire
Minor, Economics

Sara Mallison Sara Mallison Greater Salt Lake City Area Details
Sara Mallison's Ameriprise Financial Services, Inc. Experience May 2005 - February 2007
Job Management Consulting Professional
Industry Management Consulting
Experience
Cisco Systems  September 2007 - February 2009
Ameriprise Financial Services Inc  May 2005 - February 2007
Ameriprse Finanicail Inc   November 2001 - November 2005
Ameriprise Financial Services Inc  November 2003 - May 2005
Providence Health System FCU   October 2001 - August 2002
West Credit Union   February 2000 - October 2001
Pacific Cascade FCU   July 1996 - February 2000

Education
University of Phoenix
BA, Business Management

University of Phoenix
BA, Marketing

Diana Casteel Diana Casteel Greater Denver Area Details
Diana Casteel's Ameriprise Financial Services, Inc. Experience July 2010 - July 2013
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2013 - Present
Ameriprise Financial Services, Inc  July 2010 - July 2013

Education
University of Colorado at Boulder   1999 — 2003
Bachelor's degree, Marketing

Ken Langford Ken Langford Greenville, South Carolina Area Details
Ken Langford's Ameriprise Financial Services, Inc. Experience April 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  April 2002 - Present
Hexcel Corporation  1990 - 2001
Milliken  1979 - 1984

Education
Texas State University   1993 — 1995
MBA, Finance

Wofford College   1975 — 1979
BS, Chemistry

Kristy Bican, REALTOR® Kristy Bican, REALTOR® Minneapolis, Minnesota Details
Kristy Bican, REALTOR®'s Ameriprise Financial Services, Inc. Experience December 2011 - August 2012
Job REALTOR® at Keller Williams Premier Realty | Lake Minnetonka | MN Lakes Group
Industry Real Estate
Experience
Keller Williams Premier Realty - MN Lakes Group   July 2015 - Present
Planet Media Communications   November 2014 - Present
ATD Realty   September 2013 - July 2015
Doran Companies  August 2013 - August 2014
Dominium  January 2013 - August 2013
Pinnacle American Management Services  August 2012 - January 2013
Ameriprise Financial Services, Inc  December 2011 - August 2012
Oaks Properties LLC  January 2003 - December 2011

Skills
Property Management, Apartments, Leases, Lease Administration, Fair Housing, Microsoft Office, Leasing, PowerPoint, Training, Yardi Property..., Microsoft Excel, Online Advertising, Real Estate License, Market Research, Cold Calling, Budgets, Section 8, Pricing Negotiation, Public Speaking, Public Relations, Online Marketing, Multitasker, Organizing, Call Center, Close Attention to..., Time Management, Appointment Scheduling, Leading Meetings, Client Rapport, Budget Process, New Hire Training, People Skills, Business Networking, Qualifying Prospects, Online Reputation..., Leadership, Comparative Market..., First Time Home Buyers, Real Estate Transactions, Rental Management, Single Family Homes, Meet Deadlines, Scheduling, Follow-up, Teaching, Coordinating Events, Crew Scheduling, Telephone Interviewing, SEO, Problem Solving

Education
Minnesota State University, Mankato   2003 — 2005
Bachelor's of Science, K-6 Elementary Education; 5-8 Mathematics Specialty

Normandale Community College   1999 — 2005
Associates of Arts, Liberal Arts/General Education

Kelly Groves Kelly Groves Baltimore, Maryland Area Details
Kelly Groves's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Institutional Equity Operations Associate
Industry Financial Services
Experience
Morgan Stanley  June 2012 - Present
Ameriprise Financial Services, Inc  January 2012 - Present
Berman McAleer Inc   February 2011 - November 2011

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

Towson University   2008 — 2012
a, Business Administration; Finance

Steve Cates Steve Cates Jacksonville, Florida Area Details
Steve Cates's Ameriprise Financial Services, Inc. Experience August 1986 - March 2006
Job Project Consultant at Lee & Cates Glass
Industry Construction
Experience
Lee & Cates Glass   May 2012 - Present
Sun Trust Investment Services, Inc   March 2006 - May 2012
Ameriprise Financial Services, Inc  August 1986 - March 2006

Skills
Public Speaking, Sales, Team Building, Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word, Marketing Strategy, PowerPoint, Outlook, Research, Management, Contract Negotiation, Leadership, New Business Development, Consulting, Negotiation, Strategic Planning, Financial Services, Sales Management

Education
University of North Florida - College of Business Administration   1983 — 1986
Bachelor of Business Administration (BBA), Finance, General, 3.2

University of North Florida
B.B.A, Finance

University of Florida   1980 — 1983
Associate's degree, Business Administration and Management, General

Risk Management CollegeInvestment College

Marlene Dehart Marlene Dehart Andover, Minnesota Details
Marlene Dehart's Ameriprise Financial Services, Inc. Experience June 2000 - March 2012
Job Financial Services Professional Seeking New Opportunities
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  June 2000 - March 2012
Ameriprise Financial Services, Inc.   1993 - 2012

Skills
Strong People Leadership, Result Oriented, Driving Results, Organization, Operating Budgets, Business Process..., Process Control, Building Strong..., Customer Oriented, Green Belt, Quality Control, Financial Audits, Commission, Ledger Management, Financial Controls

Education
Metropolitan State University   1986 — 1993
Bachelor of Science (B.S.), Business Management

Similar Companies