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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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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services Inc September 2006 - Present
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Business Administration, Finance
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
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
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
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
Ameriprise Financial Services, Inc 2000 - Present
Education
St. John's University 1996 — 2000
Bachelor of Science (BS)
St. Cloud Apollo 1993 — 1996
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
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
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
Ameriprise Financial Services Inc. August 2002 - Present
Education
The George Washington University 1980 — 1982
BA, American Literature
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
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
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
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
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
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
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
Ameriprise Financial Services Inc. July 2009 - Present
Merrill Lynch September 2003 - July 2009
Education
University of Maryland College Park
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
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
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
Ameriprise Financial Services, Inc October 2006 - Present
Education
Montclair State University 2001 — 2004
BS, Business
Ameriprise Financial Services, Inc June 1996 - Present
Education
State University of New York College at Brockport 1987 — 1989
Bachelors, Business & Economics
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
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
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
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
Ameriprise Financial Services Inc. July 2000 - Present
Education
University of Minnesota-Twin Cities 1990 — 1995
BME, Mechanical Engineering
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
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
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
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
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
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
Ameriprise Financial Services, Inc August 2010 - Present
Morgan Stanley Smith Barney 1983 - 2010
Education
Miami University
Bachelor's Degree, English Language and Literature/Letters
Ameriprise Financial Services Inc. 2004 - Present
Ameriprise Financial 2004 - Present
The Vanguard Group 2001 - 2004
Education
University of Scranton
Finance
Ameriprise Financial Services, Inc 2006 - Present
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1995
Business Administration
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
Ameriprise Financial Services, Inc April 2004 - Present
The Swedish Jazz 2009 - Present
Education
Northwestern University 1991 — 1995
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services Inc. June 1992 - Present
Education
University at Buffalo 1985 — 1987
BS, Finance
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
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
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
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
Ameriprise Financial Services, Inc April 1998 - Present
Education
University of Minnesota-Twin Cities
International Relations
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
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
Ameriprise Financial Services, Inc August 2005 - Present
Education
Pittsburg State University 2001 — 2005
Bachelor of Business Adminstration, Finance & Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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