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
Wealth Design Group, LLC July 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. May 2009 - March 2013
Ameriprise Financial 2002 - May 2009
Apex Training & Development 1999 - 2001
Education
Brigham Young University 1998 — 2000
BS
Brigham Young University - Idaho 1996 — 1998
Associates
S & J Family Limited Partnership August 2012 - 2014
Wells Fargo Private Bank July 2009 - August 2012
Ameriprise Financial Services, Inc. February 2005 - February 2008
American Express Financial Advisors January 2003 - December 2003
Lurie Besikof Lapidus & Company, LLP January 2000 - January 2002
American Express Financial Advisors August 1999 - January 2000
Skills
Six Sigma, Investments, Financial Modeling, Accounting, Forecasting, Estate Planning, Project Management, Contract Negotiation, Marketing, New Business Development, Financial Advisory, Tax, Project Planning, Financial Analysis, Asset Management, Financial Services
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Marketing, Finance
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
JD, Law
Boston University 1991 — 1996
BA, Political Science, Economics
The Blake School 1979 — 1991
Ameriprise Financial Services, Inc. February 2004 - Present
Education
Bridgewater State College 1997 — 2002
BA, Communications, Computer Science
Ameriprise Financial Services, Inc. January 1992 - Present
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner
DePaul University 1986 — 1989
MBA, Masters of Business Administration
Boston University 1983 — 1985
BS, Business Administration and Finance
Ameriprise Financial Services, Inc. March 2014 - Present
Thrivent Financial for Lutherans September 2012 - March 2014
College Bound Strategies June 2011 - September 2012
Education
Brandeis University 2007 — 2011
B.A, Business & Economics
Brandeis University 2007 — 2011
Bachelor's degree, Business & Economics
Ameriprise Financial Services, Inc. November 2011 - Present
Long Lake Area Chamber of Commerce 2013 - Present
Target 2010 - October 2011
Target 2004 - 2010
Target 2003 - 2003
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Strategy, Entreprenuership
University of Minnesota-Twin Cities 2000 — 2004
BSBS, Marketing, Spanish
Orono High School 1996 — 2000
High School Diploma
Boston Standard Wealth Management, LLC July 2011 - Present
Ameriprise Financial Services, Inc. September 2003 - June 2011
Skills
Finance, Investment Management, Strategic Financial..., Investment Strategies, Retirement, Asset Management, Wealth Management, Investment Advisory, Retirement Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Bachelor of Science, Finance
A&E Television April 2014 - Present
NBCUniversal, Inc. January 2013 - May 2013
Abrams Garfinkel Margolis Bergson, LLP May 2012 - November 2012
Cedars-Sinai Medical Center April 2010 - August 2010
Homrich Berg April 2008 - November 2008
Ameriprise Financial Services, Inc. September 2005 - April 2008
Hawkins Parnell Thackston & Young LLP May 2005 - September 2005
Skills
Litigation, Westlaw, Legal Writing, Corporate Law, Licensing, Intellectual Property, Copyright Law, Courts, Civil Litigation, Mediation, Trademarks, Trials
Education
Whittier Law School 2010 — 2013
Doctor of Law (J.D.) Cum Laude
Boston University 2000 — 2005
BA, Economics
Ameriprise Financial Services, Inc. July 2014 - Present
Boston University June 2012 - May 2014
Clinton Health Access Initiative October 2012 - December 2012
Louisiana State University June 2010 - August 2010
Skills
Economics, Microsoft Excel, Microsoft Word, PowerPoint, People Skills, Teamwork, Leadership
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Finance
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Park Lake Advisors January 2015 - Present
MetLife Premier Client Group of Michigan January 2008 - January 2015
The Allied Services Group January 2005 - January 2008
American Fidelity January 2001 - July 2004
Ameriprise Financial Services, Inc. January 2000 - December 2000
Sands Brother's 1999 - 2000
Education
Bowling Green State University 1994 — 1998
BSBA, Majors: Finance and International Business; Minor: Asian Studies
FiPath4Advisors, LLC December 2012 - Present
FiPath, Inc. (formerly eRollover, Inc.) April 2010 - November 2012
The Velardi Group, LLC March 2008 - April 2010
Ameriprise Financial Services, Inc. August 1984 - March 2009
Skills
Business Development, Financial Advisory, Retirement Planning, Start-ups, Financial Services, Wealth Management, Investment Advisory, Strategic Financial..., Recruiting, Investments, Leadership, Management Consulting, Strategic Planning, Entrepreneurship, Leadership Development, Lead Generation, Online Marketing, Strategy, Sales Management, Marketing, Sales, Mergers & Acquisitions, Consulting, Small Business, Training, Retirement, Series 7, Finance, Mutual Funds, Securities, Portfolio Management, Financial Planning
Education
College of Financial Planning 1985 — 1987
Certified Financial Planner, Financial Planning
Boston University Questrom School of Business 1979 — 1982
BSBA, Marketing
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Wealth Management October 2004 - March 2009
Edward Jones June 1995 - October 2004
Huntington National Bank 1993 - 1995
Skills
Employee Benefits, Business Planning, Leadership, Protection Planning, Marketing, Client Relationships
Education
Bowling Green State University 1984 — 1988
B.S. in Education, Business Education, Marketing
Ameriprise Financial Services, Inc. November 1998 - Present
Ohio Dominican University September 1991 - May 1997
Cardinal Stritch High School September 1987 - June 1989
Education
Bowling Green State University 1989 — 1991
Master of Arts, English Language and Literature, General
John Carroll University 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Goldman Sachs July 2014 - Present
Goldman Sachs July 2011 - July 2014
Brandeis University September 2010 - May 2011
The Rose Art Museum of Brandeis University July 2009 - May 2011
Brandeis University September 2010 - December 2010
Goldman Sachs June 2010 - August 2010
Brandeis University March 2009 - May 2010
Ameriprise Financial Services, Inc. May 2009 - August 2009
Brandeis University June 2009 - June 2009
Skills
Financial Modeling, Fixed Income
Education
Brandeis University 2007 — 2011
Bachelor of Arts Cum Laude, Double Major in Economics and Business, Minor in International and Global Studies
Qualtrics May 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - April 2015
FamilySearch March 2014 - March 2015
Orlando Arnoud February 2012 - December 2012
Monaco lawyers January 2009 - December 2009
Campos Business Advisory December 2007 - December 2008
SPcred January 2003 - November 2007
Skills
New Business Development, Analysis, Management, Strategic Planning, Communication, Negotiation, Training, Problem Solving, Leadership, Customer Service, Entrepreneurship, Research, Finance, Financial Analysis, Team Management, Social Media, Learning Quickly, Logistics Management, Marketing Strategy, Microsoft Excel, Microsoft Word
Education
Brigham Young University
BS Finance
OpenDoor 2015 — 2015
Bank of America Merrill Lynch 2015
LDS Business College 2014 — 2015
Business Transfer, Business/Commerce, General, A
Ameriprise Financial Services, Inc. March 2009 - Present
Smith Barney 2003 - 2009
Prudential Financial 1998 - 2003
Lev Brickman, Clinical Social Worker 1994 - 1998
Education
Boston University 1991 — 1993
Master of Social Work (M.S.W.)
Gordon College 1987 — 1991
Bachelor of Science (B.S.), Psychology
Owens Corning February 2015 - Present
Owens Corning January 2013 - February 2015
Toledo Walleye / Kalamazoo K-Wings / Tulsa Oilers August 2011 - December 2012
Green Bay Highway Products April 2012 - October 2012
Mid Vallee Golf Course April 2012 - September 2012
St. Norbert College Hockey School July 2006 - July 2011
Ameriprise Financial Services, Inc. August 2004 - July 2006
Skills
Customer Service, Microsoft Office, Time Management, Public Speaking, Leadership, Teamwork, Coaching, Team Building, Strategic Planning, Purchasing, Operations Management, Inventory Management, Supply Chain Management, SAP, Materials Management, Warehousing, Outlook, Kronos WFC, Minitab, CRM, Logistics, Supply Chain
Education
Bowling Green State University 2008 — 2011
Bachelors of Science in Business Adminstration, Supply Chain Management
Green Bay West High School 2001 — 2005
High School Diploma
C&L Air Limo Inc. March 2007 - Present
Eckel, Morgan & O'Connor May 2004 - March 2007
Ameriprise Financial Services, Inc. September 1998 - May 2004
Skills
Customer Service, Communication, Administrative..., Program Management, Staff Supervision, Computer Hardware, Client Correspondence, Clinical Supervision, Document Review, Meeting Scheduling
Education
Boston University 1985 — 1987
Bachelor of Science (B.S.), Social Work
Gordon College 1982 — 1985
Bachelor of Science (BS), Social Work
Goldman Sachs July 2015 - Present
Goldman Sachs June 2012 - Present
Brigham Young University August 2011 - May 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Financial Analysis, Economics, Bloomberg Terminal, Financial Modeling, Valuation, Bloomberg, Data Analysis, Investments, Legal Writing, Microsoft Excel, Corporate Finance, VBA, Due Diligence, Equity Research
Education
Brigham Young University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. July 1992 - Present
Education
Brigham Young University 1979 — 1983
Bachelor's degree
American Express April 2013 - Present
Reservoir Capital Group August 2012 - April 2013
ConvergEx Group February 2011 - July 2012
Citi August 2010 - February 2011
Ameriprise Financial Services, Inc. June 2008 - January 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Investments, Valuation, Equities, Corporate Finance, Portfolio Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, General
Boston University Questrom School of Business 2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance
Balagur Marketing October 2014 - Present
Investors Capital April 2013 - October 2014
Ameriprise Financial Services, Inc. January 2007 - February 2012
KFAI 2007 - 2011
Skills
Marketing, Social Media Marketing, Marketing Strategy, Radio, Blogging, Interactive Marketing, Customer Acquisition, Editing, Corporate Communications, Project Management, Proofreading, Food Studies, Podcasting, Content Management, Copywriting
Education
Boston University 2013 — 2015
MLA, Gastronomy
University of Pennsylvania
BA, Communications, Theatre Arts
Current Status February 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - February 2015
TASC Technical Services April 2013 - March 2014
Randstad Staffing February 2013 - March 2013
Stafflogix April 2012 - November 2012
Adecco Employment Service November 2010 - May 2011
JPMorgan Chase November 1987 - July 2010
Skills
Outlook, Microsoft Excel, Microsoft Office, Office Equipment, Prioritize Workload, Streamlining Work..., Tech Savy, Travel Arrangements, HRIS, Organization Skills, Ameriprise Compass, Accurate Data Entry, Ariba, PeopleSoft, Outstanding time..., Microsoft Lync, iBuy, Concur, Long-term Customer...
Education
Briarcliffe College
Associate's Degree, Business/Office Automation/Technology/Data Entry
LPL Financial March 2010 - Present
Ameriprise Financial Services, Inc. May 2007 - March 2010
Skills
Strategic Financial..., Financial Advisory, Estate Planning, Alternative Investments, Variable Annuities, Securities, Portfolio Management, Retirement Planning, 401k Rollovers, Investments, Certified Financial..., Asset Managment, Disability Insurance, Life Insurance, Personal Tax Planning, College Education..., Stock Management
Education
Boston University
Certified Financial Planner, CFP®
Radford University - College of Business and Economics
Bachelor of Business Administration (B.B.A.), Finance, Economics
USAA September 2013 - Present
USAA January 2010 - August 2013
Bankers Life and Casualty Company August 2009 - January 2010
Ameriprise Financial Services, Inc. August 2006 - July 2009
Colonial Life March 2006 - August 2006
Vanguard August 2004 - March 2005
Hertz October 2001 - March 2004
Education
University of Phoenix - MBA 2010 — 2011
Kaplan University 2008 — 2009
Financial Planning Certificate
Brigham Young University 1994 — 2001
BA, College of Communications
Hillcrest High School 1991 — 1994
Allstate Financial Services, LLC April 2015 - Present
Ameriprise Financial Services, Inc. - AGP Wealth Advisors March 2015 - March 2015
Ameriprise Financial Services, Inc. - AGP Wealth Advisors January 2012 - February 2015
Ameriprise Financial Services, Inc. September 1993 - December 2011
Consolidated Financial Services, Inc. October 1983 - August 1993
Education
Brigham Young University 1977 — 1980
BS, Finance
Ricks College 1973 — 1973
Formatic Property Management April 2015 - Present
Northpoint Asset Management, Inc. August 2013 - March 2015
Northpoint Asset Management October 2011 - August 2013
Northpoint Asset Management January 2010 - October 2011
Northpoint Asset Management July 2009 - January 2010
Teleperformance, USA August 2007 - July 2009
Ameriprise Financial Services, Inc. October 2005 - January 2007
Skills
Vice Presidents, Business Strategy, Business Development, Marketing, New Business Development, Property Management, Rentals, Real Estate, Leadership, Management, Sales Management, Sales Presentations, Sales, Lean Management, Lean Startup, Lean Thinking, Financial Analysis, Strategic Financial..., Financial Advisory, Technical Support, Computer Hardware, Computer Repair, Creative Writing, Speech Writing, Technical Writing, Team Leadership, Cross-functional Team..., History, Biblical Hebrew, Research, Strategic Planning
Education
Brigham Young University 2007 — 2011
B.A., History, 3.7
Hope Church March 2015 - Present
Ameriprise Financial Services, Inc. February 2008 - March 2015
Hope Church April 2013 - January 2015
John Deere February 2001 - January 2008
John Deere Werke Zweibruecken October 1998 - January 2001
Skills
Management, Public Speaking, Leadership, Strategic Planning, Nonprofits, Investments, Team Building, Program Management, Continuous Improvement, Product Development
Education
University of Wisconsin-Madison 2001 — 2003
Executive MBA, Business
Bradley University 1988 — 1992
Bachelor of Science, Mechanical Engineering
Ameriprise Financial Services, Inc. June 2011 - Present
CUNA Mutual Group October 1998 - June 2011
Morgan Stanley July 1997 - September 1998
Education
Boston University - School of Management 1994 — 1996
Master of Science, Management
Washington State University
Bachelor of Arts, Hotel and Restaurant Managment
Ameriprise Financial Services, Inc. August 2003 - Present
Education
Brigham Young University 2000 — 2003
BS, Business Management, emphasis in Financial Services
The American College 2006 — 2009
MSFS, Master of Science in Financial Services
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial July 1997 - November 2009
United States Marine Corps Reserve October 1985 - November 2005
Education
College for Financial Planning 1999 — 2003
CFP Professional Education Program
Boston University 1992 — 1994
MS, Business Administration
Bryant University 1986 — 1990
BS, Business Administration - Marketing
Port Wealth Management January 2015 - Present
Ameriprise Financial Services, Inc. January 2006 - January 2015
Ipswich Investment July 2000 - September 2004
Willis Corroon September 1986 - September 1993
Skills
Investments, Mutual Funds, Wealth Management, Financial Planning, Retirement Planning, Financial Advisory, Asset Allocation, Finance, Portfolio Management, Asset Management
Education
Boston University 1994 — 1996
M.S., Psychology
Smith College 1982 — 1986
B.A., Economics
Indulge Cincy September 2014 - Present
Bembe' March 2014 - Present
Capital One August 2011 - May 2013
Bank of America September 2009 - May 2011
Bank of America April 2004 - September 2009
Ameriprise Financial Services, Inc. September 2001 - April 2004
Skills
Banking, Sales, Team Building, Recruiting, Leadership, Strategic Planning, Retail Banking, Relationship Management, Branch Management, Cash Management, Process Improvement, Team Management, Credit, Management, Executive Management, Financial Services, Customer Service, Training, Finance, Business Planning, Risk Management, Loans, Project Management, Business Development, Operations Management, Financial Analysis, Performance Management
Education
WSET 2012 — 2012
WSET Advanced Wine Degree, Wine Steward/Sommelier
Bowling Green State University 1996 — 1997
Owner ActionCOACH Michigan June 2012 - Present
Smile For a Lifetime July 2015 - Present
Lawrence Technological University 2013 - Present
Hantz Group January 1998 - June 2012
Institute for Divorce Financial Analysts™ October 1998 - December 2010
Ameriprise Financial Services, Inc. April 1991 - October 1997
Skills
Coaching, Strategy, Leadership, Management, Leadership Development, Team Building, Management Consulting, Business Development, Strategic Planning, Training, Organizational..., Public Speaking, Marketing, Business Strategy, Consulting, Business Coaching, Small Business, Sales, Employee Engagement, Recruiting, Entrepreneurship, Analysis, New Business Development, Executive Coaching, Marketing Strategy, Business Planning, Finance, Executive Management, Business Process..., Sustainability, Customer Service, Budgets, Negotiation, Time Management, Financial Analysis, Investments, Qualitative Research, Sustainable Development, Qualitative Data, Start-ups, Process Improvement, Operations Management, Sales Process, Strategic Financial..., Team Leadership, Cross-functional Team..., Risk Management, Mergers & Acquisitions, Employee Benefits, Change Management
Education
Lawrence Technological University 2008 — 2012
Doctor of Business Administration, Business Administration and Management, General
Northwood University - Richard DeVos Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Bowling Green State University
Bachelor of Business Administration (B.B.A.), Operations Research
Staffelbach September 2015 - Present
Ameriprise Financial Services, Inc. February 2009 - September 2015
RSVP Design Services September 2014 - December 2014
InControl Systems, Inc July 1995 - July 2000
Skills
Interior Design, Space planning, AutoCad, Finish and furnishing..., Written and verbal..., SketchUp, Organizational Design, Microsoft Office, Marketing, Revit, Photoshop, Sketching & rendering, Time Management, Project Management, Microsoft Excel
Education
The Art Institute of Pittsburgh-Online Division 2013 — 2015
Bachelor of Science (BS), Interior Design, 3.91
Bowling Green State University 1988 — 1994
Bachelor of Arts (BA), Communication
Ameriprise Financial Services, Inc. November 2014 - Present
Assurant Health November 2013 - April 2014
Northwestern Mutual August 2012 - March 2013
Student September 2009 - May 2012
Coventry Health Care May 2011 - August 2011
St. Joseph Central High School September 2010 - May 2011
Skills
Advanced Excel, Intermediate SAS and..., VBA, Access, Actuarial Science, SAS, Financial Analysis, Data Analysis, Analysis, Microsoft Excel
Education
Boston University 2009 — 2011
Master of Science, Actuarial Science
University of Massachusetts Amherst 2006 — 2009
Bachelor of Science, Applied Mathematics
RentHop September 2013 - Present
Startup Institute June 2013 - August 2013
Tsonimah, Inc. 2012 - 2012
JPMorgan Chase 2010 - 2012
Ameriprise Financial Services, Inc. 2008 - 2010
Skills
PowerPoint, Project Management, Microsoft Word, Financial Analysis, Financial Modeling, Microsoft Excel, Customer Service, Microsoft Office, Access, Outlook, Retail Banking, Banking, Budgets, Data Analysis, Analysis, Sales, Business Development, CRM, Market Research, Leadership
Education
Boston University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. January 2009 - Present
Ameriprise Financial Services, Inc. January 2002 - January 2009
Education
University of Toledo 2007 — 2008
Master of Business Administration (MBA), Finance, General
Bowling Green State University 2003 — 2007
Bachelor of Arts (B.A.), Sports Management
Ameriprise Financial Services, Inc. October 2008 - Present
H & R Block Financial August 2005 - October 2008
Wachovia Securities, Inc. March 2002 - August 2005
Morgan Stanley January 1992 - March 2002
Dun & Bradstreet 1990 - 1992
Microcom, Inc 1985 - 1990
Xerox 1981 - 1985
Education
Boston University Questrom School of Business 1976 — 1980
BSBA, Business Administration
Hamden High School
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. August 1978 - October 2011
Education
Bowling Green State University 1974 — 1978
BSBA, Finance
Central Catholic High School
Financial Focus, Inc. June 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Financial Planners, Strategic Financial..., Retirement Planning, Estate Planning, Asset Management, Investments, Small Business, Tax Planning, Education Planning, Small Business Planning, Mutual Funds, Financial Advisory, Insurance, Finance, Retirement, Wealth Management, Investment Advisory, Asset Allocation
Education
Boston University 2008 — 2011
Certificate, Financial Planning
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
BS, Business Administration, Marketing
Ameriprise Financial Services, Inc. July 1976 - Present
Education
Bowling Green State University 1973 — 1974
Master of Arts, Geography
Bowling Green State University 1967 — 1971
Bachelors of Art, Geography
Society of Grownups, LLC 2015 - Present
Ameriprise Financial Services, Inc. January 2013 - September 2015
Ameriprise Financial March 2005 - January 2013
Education
Boston University 1989 — 1990
M.Ed, Counseling Psychology
Brandeis University 1982 — 1986
BA, Psychology
Commission for the Senior Community November 2013 - Present
Ameriprise Financial Services, Inc. January 1998 - Present
Ameriprise Financial 1998 - Present
Burdines Department Store January 2005 - March 2007
Broadway Stores Inc January 1984 - January 1995
Jordan Marsh Co August 1976 - December 1983
Skills
Public Speaking, Social Media
Education
Columbia University - Columbia Business School 1964 — 1966
MBA, Marketing
Boston University 1959 — 1963
BA, American History
Ameriprise Financial Services, Inc. October 2004 - Present
John Kerry for President 2003 - 2004
Boston Intercollegiate Government 2002 - 2003
Skills
Event Management, Project Management, Research, Financial Analysis, Social Media Marketing, Asset Managment, Financial Advisory, Finance, Investments, Mutual Funds, Financial Modeling, Media Relations, PowerPoint, Thought Leadership, Series 63, Sales, Microsoft Excel, Community Outreach, Microsoft Office, Volunteer Management, Asset Management
Education
Boston University 2000 — 2003
BA and BS, Political Science and Journalism
College for Financial Planning
CFP, CRPC
Ameriprise Financial Services, Inc. May 2006 - Present
Three Lions, LLC August 1998 - May 2006
Education
Boston University
BA, Political Science, Economics, Statistics
Jenks High School
Diploma
Beck Bode Wealth Management, LLC July 2014 - Present
Ameriprise Financial Services, Inc. December 2011 - July 2014
Ameriprise Financial Services, Inc. May 2010 - November 2011
Digital Federal Credit Union July 2009 - May 2010
Winslow, Crocker & Evans, Inc. 2008 - 2009
Emerson Investment Management 2008 - 2009
State Street - WMS 2005 - 2007
Education
Boston University 2007 — 2009
Financial Planning Certificate Program
Bridgewater State University 1995 — 1999
Ameriprise Financial Services, Inc. November 2013 - Present
Kroll Bond Rating Agency, Inc. October 2011 - April 2013
Winston Retail Solutions September 2011 - April 2012
Signal Hill Capital September 2006 - July 2011
Wachovia Securities, LLC June 2000 - October 2004
DB Alex. Brown May 1994 - June 2000
Enterprise Rent-A-Car September 1989 - December 1991
Skills
Series 7, Equities, Banking, Capital Markets, Series 63, Strategy, Finance, Business Development, Leadership, Start-ups, Management, Competitive Analysis, Investments, Sales, Cross-functional Team..., New Business Development, Trading, Asset Management, Portfolio Management
Education
University of Maryland College Park 1992 — 1994
MBA, Marketing
Boston College - Carroll School of Management 1985 — 1989
BS, Marketing & Finance
The Branson School 1981 — 1985
Ameriprise Financial Services, Inc. April 2012 - Present
AonHewitt November 2010 - December 2011
ING July 2008 - June 2009
CitiStreet 2003 - 2008
CitiStreet 2001 - 2002
State Street Global Advisors 1994 - 2000
State Street 1990 - 1993
Wang Labs 1981 - 1989
International Business Machines 1977 - 1981
Education
Boston University 1975 — 1977
MBA, Finance & Marketing
Colgate University 1970 — 1974
BA, Pol Sci. and History
Certified Financial Group, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. April 2006 - May 2010
Certified Financial Group, Inc. December 2004 - March 2006
Raymond James Financial Inc. April 2001 - November 2004
CNL April 1988 - March 2001
E. F. Hutton March 1979 - March 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Retirement, Financial Advisory, Asset Managment, Fixed Annuities, FINRA, Asset Allocation, Series 7, Wealth, Investment Strategies, Income Protection, Wealth Accumulation, Financial Planners, Estate Planning
Education
College of Financial Planning 2012 — 2012
Accredited Wealth Management Advisor, Financial Planning
Center for Fiduciary Studies, LLC 2011 — 2011
Accredited Investment Fiduciary, Financial Planning
Brigham Young University 1980 — 1982
Bachelor's degree, Finance
Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida, Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority
Morgan Stanley June 2014 - Present
Ameriprise Financial Services, Inc. July 1997 - Present
American Express 1997 - 2005
Education
Bowling Green State University 1973 — 1977
Bachelor of Arts, Political Science, History
Ameriprise Financial Services, Inc. November 1979 - Present
Ameriprise Financial Services, Inc. 1979 - Present
Education
Elizabethtown College
Brevard College
Domo, Inc. July 2013 - Present
Mindshare Technologies August 2010 - July 2013
Talbot Financial Group June 2008 - August 2010
Ameriprise Financial Services, Inc. December 2007 - June 2008
Skills
Customer Experience, Salesforce.com, Customer Satisfaction, Data Analysis, Account Management, Analytics, Analysis, CRM, Call Centers, Customer Retention, Employee Engagement, Enterprise Software, Leadership, Market Research, Process Improvement, SaaS, Start-ups, Strategy, Voice of the Customer
Education
University of Utah - David Eccles School of Business 2010 — 2012
MBA
Brigham Young University 2005 — 2007
B.S.
Farr, Miller & Washington December 2014 - Present
Farr, Miller & Washington October 2014 - Present
Fidelity Investments February 2013 - October 2014
Ameriprise Financial Services, Inc. 2010 - 2012
Deutsche Bank Alex. Brown Private Wealth Management July 2007 - December 2010
Morgan Stanley 2001 - 2007
CAIS Internet 2000 - 2001
United States Merchant Marine Academy 1998 - 2000
Atlanta Committee for the Olympic Games 1995 - 1996
Education
The Johns Hopkins University - Carey Business School 2004 — 2009
Boston University 1992 — 1997
The Hill School
The Johns Hopkins University - Carey Business School
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2010 - November 2012
Ameriprise Financial January 1986 - December 2010
Ameriprise Financial January 1994 - December 1996
Education
Brigham Young University 1977 — 1981
BA, Communications
Ameriprise Financial Services, Inc. September 2008 - Present
Ameriprise Financial Services, Inc. / American Express Financial Advisors July 2004 - September 2008
Education
University of Minnesota - Carlson School of Management 2008 — 2014
MBA, Management
Brigham Young University 2000 — 2002
Business Administration, Financial Services, Risk Management, and Insurance
Ameriprise Financial Services, Inc. September 1991 - Present
Ellen D. Resneck, EA January 1983 - June 1991
Education
University of California, Berkeley 1971 — 1973
Bachelor of Arts, English Literature
Boston University 1967 — 1969
Ameriprise Financial Services, Inc. March 2001 - Present
Education
Boston University 1988 — 1990
MA, International Relations
UNITED STATES MILITARY ACADEMY 1975 — 1979
Bachelors of Engineering, Russian Area Studies
Ameriprise Financial Services, Inc. October 2013 - Present
Edward Jones June 2011 - September 2013
The Hartford June 2010 - June 2011
New York Life Insurance Co March 2006 - June 2010
Merrill Lynch & Co December 2004 - April 2005
Handcrafted Cabinet Co. December 2002 - August 2004
The Church of Jesus Christ of Latter-day Saints November 2000 - December 2002
Education
Brigham Young University 2004 — 2006
Bachelor's Degree, Financial Planning and Services
Brigham Young University - Idaho 2000 — 2004
A.A.S, Economics
Ameriprise Financial Services, Inc. November 1998 - Present
Cablevision of Boston 1984 - 1998
Skills
Analytical, Relationship Building, Change Management, Responsiveness, Protection Planning, Small Business Planning, Decision-making, Skilled Communicator, Coaching, Insurance Broker/agent, Employee Benefits, Ethical Character, Client Relationships, Judgement, Risk Management, Education Planning, Ability to Listen, Client Management, Health Insurance, Prudence, Business Planning, Customer Experience
Education
Harvard University 1996 — 1997
CSS
Boston University 1979 — 1983
BS
College for Financial Planning
CFP®, CRPC®
Zielonka Financial Services LLC April 2011 - Present
Intuit December 2011 - April 2014
Ameriprise Financial Services, Inc. May 2007 - March 2011
H&R Block January 1997 - April 2007
WGBH Educational Foundation 1996 - 2006
Skills
Tax Preparation and..., Financial Planners, Estate Planning, Stocks, Bonds and..., Investment Advisory, 401(k) Planning. IRA's,, Employee Benefits, Life, Long Term Care,...
Education
Harvard University 1969 — 1973
AB, Biology
Boston University 2005 — 2006
Certificate, Financial Planning
Harvard School of Public Health 1973 — 1975
MS, Health Policy and Management
Boston Latin School 1963 — 1969
Diploma, Seconday School
Maimonides School 1957 — 1962
Primary School
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Brigham Young University 2008 — 2011
Bachelor of Science (B.S.), Business Management & Portuguese
Mary Kay Independent Consultant April 2005 - Present
Oliver & Company, P.A. 2014 - 2015
H&R Block 2009 - 2014
Allan Feldstein CPA 2010 - 2012
Ameriprise Financial Services, Inc. 2005 - 2009
Skills
Customer Service, Research, Photoshop, Teaching, HTML, Public Speaking, C++
Education
Bowling Green State University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Revere High School 1975 — 1977
BYU-Idaho Health Center February 2015 - July 2015
BYU-Idaho Health Center February 2014 - February 2015
Ameriprise Financial Services, Inc. April 2013 - September 2013
BYU-Idaho Testing Center January 2012 - April 2013
Gorilla Capital, Inc July 2012 - September 2012
Skills
Bilingual, Leadership, Eagle Scout, Teamwork, Social Skills, Public Speaking, Sales, Management, Microsoft Word, Spanish-speaking, Outlook, Research, PowerPoint, Microsoft Office, Teaching, Spanish, Data Analysis, Microsoft Excel, Event Planning, Analysis, QuickBooks, Finance, Customer Service, Windows, Financial Analysis, Editing, Team Leadership
Education
Brigham Young University 2015 — 2017
Master’s Degree, Public Administration
BYU-Idaho 2012 — 2015
Bachelor's Degree, Health/Health Care Administration/Management
Lane Community College 2008 — 2009
Emergency Medical Technology/Technician (EMT Basic)
Capco July 2015 - Present
Cognizant February 2007 - July 2015
BNY Mellon February 2009 - June 2015
Northern Trust Asset Management March 2008 - January 2009
Ameriprise Financial Services, Inc. February 2007 - February 2008
Sans Pareil Technologies, Inc. May 2004 - February 2007
Sprint Nextel April 2002 - May 2004
Havells August 1998 - August 1999
Skills
Business Analysis, Hedge Funds, Fund Administration, Partnership Accounting, Transfer Agency, Financial Services, SDLC, Investor Accounting, Portfolio Accounting, Asset Management, Requirements Analysis, Vendor Management, Hedge Fund Back Office, Scope Management, Change Management, Alternative Investments, Process Engineering, Liquidity Management, Fund Of Funds, Private Equity, Project Management, Business Systems..., Global Custody, Capital Markets, Operations...
Education
Brandeis University 2005 — 2005
Certificate, Software Quality Assurance
The University of Edinburgh 2000 — 2001
MS, Electrical Engineering
University of Liverpool 1999 — 2000
MBA, Marketing and Finance
Punjab Technical University 1994 — 1998
BE, Electrical Engineering
Ameriprise Financial Services, Inc. September 2013 - Present
Baystate Financial August 2009 - August 2013
Columbia Management June 1995 - June 2006
Massachusetts Casualty Ins November 1990 - June 1995
Education
Lesley University 2008 — 2010
Master of Education
Rhode Island School of Design 2006 — 2007
Certificate, Interior Design
Bridgewater State College 1987 — 1989
Bachelor of Science, Accounting and Finance
Endicott College 1985 — 1987
Associate of Science, Business Administration
America's Best Defense Martial Arts School
Candidate for First Degree Black Belt, Mixed Martial Arts, Focusing in Krav Maga and Muay Thai
Nexusguard February 2014 - July 2015
Norse Corporation February 2013 - February 2014
RoundTower Technologies, Inc. January 2012 - February 2013
Afilias September 2008 - February 2011
NeuStar, Inc. May 2004 - July 2008
Ameriprise Financial Services, Inc. May 2000 - January 2004
Skills
Security, Virtualization, Storage, Vendor Management, Management, Leadership, E-commerce, SaaS, Sales Management, Data Center, Marketing Strategy, Sales Process, Sales, Call Center, Sales Enablement, Strategic Selling, Enterprise Software, Selling, Call Centers, Business Development, Telecommunications
Education
Bowling Green State University 1996 — 2000
BS in Finance, Finance
Lakota High School 1993 — 1996
Conner Middle School
Ameriprise Financial Services, Inc. June 2015 - Present
Boston University FitRec October 2014 - Present
Sol-A-Granola 2009 - Present
Dance Place May 2014 - August 2014
Dance Place May 2014 - August 2014
H.Y.P. Studio September 2011 - May 2014
Skills
Event Planning, Hospitality, Social Media, Front Office, Social Networking, Food & Beverage, Customer Service, Facebook
Education
Boston University 2012 — 2016
Communication and Media Studies
Newton South High School
Ameriprise Financial Services, Inc. August 2012 - Present
Education
Brigham Young University 2007 — 2011
Bachelor of Arts (BA), Dance
Ameriprise Financial Services, Inc. March 1996 - Present
Assistance Center of Collin County July 2013 - Present
Minnie's Food Pantry April 2009 - April 2014
United States Army Reserve December 1996 - December 1998
US Army May 1993 - January 1996
United States Army, Reserve Officer Training Corps August 1991 - May 1993
Education
Bowling Green State University 1989 — 1993
Bachelor of Arts, Politcial Science, Military Science, Evironmental Studies
The American College
Chartered Financial Consultant, Chartered Life Underwriter
Bloomberg LP December 2013 - Present
Boston University School of Law September 2012 - May 2015
Philip Warburg September 2012 - February 2014
Ameriprise Financial Services, Inc. June 2012 - August 2012
Proforma July 2010 - September 2010
Skills
Research, Analysis, Leadership
Education
Boston University Questrom School of Business 2012 — 2015
B.S. in Business Administration
University of Vermont 2011 — 2012
Business Administration, GPA: 3.17
Pomfret Preparatory School 2007 — 2011
High School, GPA: 3.20
U.S. Bank 2015 - Present
Ameriprise Financial Services, Inc. 2013 - 2015
Morgan Stanley Wealth Management 2012 - 2013
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch & Citi Smith Barney 2008 - 2011
Citi Smith Barney 2006 - 2008
Citi Smith Barney 2005 - 2006
MoneyGram International 2000 - 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Estate Planning, Asset Management, Comprehensive Wealth..., Financial Planning, Wealth Transfer
Education
University of Saint Thomas
BA, Journalism, Business
Boston University
Certificate in Financial Planning
Agganis Arena at Boston University February 2014 - May 2015
Ameriprise Financial Services, Inc. June 2013 - August 2013
BELL Summer Program June 2012 - August 2012
Boston University Children's Center September 2011 - May 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Social Media, Research, Event Planning, Facebook
Education
Boston University 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations
Dev Bootcamp October 2014 - January 2015
Zodiac Inflight Innovations March 2013 - August 2014
Zodiac Inflight Innovations March 2013 - June 2014
Bank of America December 2011 - March 2013
Ameriprise Financial Services, Inc. August 2010 - April 2011
Skills
CSS, Web Development, Ruby on Rails, Ruby, HTML, AngularJS, jQuery, Test Driven Development, Sinatra, JavaScript, AJAX, Project Management, Data Analysis, Management, Proposal Writing, Technical Documentation, Outlook, Product Lifecycle..., Agile Methodologies, Microsoft Office, SQL, Databases
Education
Boston University 2014 — 2016
Master of Science (MS), Computer Information Systems - Health Informatics Concentration
California State Polytechnic University-Pomona 2008 — 2011
BS, Business Administration - Finance
De Anza College 2006 — 2008
UCLA Extension
General Assembly
User Experience Design Bootcamp
Coursera.org - Georgia Institute of Technology 2014 — 2014
Health Informatics in the Cloud, Received Statement of Accomplishment
Resilient Systems, Inc. June 2015 - August 2015
THE ICONIC March 2015 - April 2015
Siemens Industry US June 2014 - August 2014
Ameriprise Financial Services, Inc. November 2013 - January 2014
Stone Source, Inc July 2013 - August 2013
North Metro Umpire Association June 2009 - July 2012
Skills
Microsoft Word, PowerPoint, Facebook, Public Speaking, Social Networking, Teamwork, Microsoft Excel, Time Management, Event Planning, Social Media, Microsoft Office, Sales
Education
Boston University 2012 — 2016
Bachelor of Science (B.S.), Business Administration & Management; Concentrations: Finance and Operations & Technology Management, Senior
Arrowstreet Capital March 2015 - Present
Ameriprise Financial Services, Inc. September 2010 - February 2015
ING Investment Management September 2008 - September 2010
Bank of America 2007 - 2008
Investors Bank & Trust March 1998 - April 2007
Skills
Mutual Funds, Managed staff and..., Presentation Skills, Data Analysis, Training, Employee Training, Resolving Issues, Trade Compliance, LineData Compliance..., Bloomberg, 1940 Act
Education
Boston University
Bachelor of Science (BS), Management Studies, Business Administration
Jana March 2015 - Present
Skyhook Wireless (acq. by Liberty Media in Feb, 2014) January 2014 - March 2015
Jumptap, Inc. (acq. by Millennial Media in Nov, 2013) February 2011 - December 2013
Bankers Life and Casualty Company June 2010 - February 2011
Ameriprise Financial Services, Inc. June 2007 - May 2010
Skills
Strategic Financial..., Lead Generation, Mobile Advertising, Analytics, Digital Marketing, Marketing, Start-ups, Mobile Devices, Strategy, Competitive Analysis, Salesforce.com, Account Management, Finance, Entrepreneurship, Strategic Planning, Business Development, Investments, Online Advertising, PPC, Digital Media, Digital Strategy, Product Management, Financial Analysis, Insurance, Advertising, SEM, Online Marketing, Customer Acquisition, Google Adwords, CRM, Financial Markets, Retirement, Mobile Marketing, Financial Services, Direct Marketing, Sales, Web Analytics, Strategic Partnerships, Solution Selling, Location Intelligence, Location Based Services, Direct Sales, Sales Presentations, New Business Development, Digital Business..., Marketing Strategy, Financial Planning
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Concentration in Strategy and Innovation
Tufts University 2003 — 2007
Bachelor's Degree, Double Major in Psychology and Economics
Symetra May 2015 - Present
Nationwide Financial 2011 - April 2015
Crump Group June 2005 - January 2012
Ameriprise Financial Services, Inc. July 2004 - June 2005
Skills
Brokers, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Investments, Life Insurance, Long-term Care, Property & Casualty..., Retirement, Retirement Planning, Sales, Sales Operations, Series 6, Term Life Insurance, Underwriting
Education
Brigham Young University 2001 — 2004
Bachelor of Science, Psychology
Ameriprise Financial Services, Inc. September 2011 - Present
Wells Fargo Advisors June 2007 - August 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Retirement, Estate Planning, Financial Services, Insurance, Series 63, Financial Advisory, Equities, Fixed Annuities
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Economics
Boston University
College of Financial Planning
Ameriprise Financial Services, Inc. May 2015 - Present
Boston University May 2015 - Present
Boston University, Student Government March 2015 - Present
Boston University January 2014 - Present
Ralph Lauren June 2014 - Present
Boston University, Student Government January 2015 - April 2015
Boston University, Student Government August 2014 - April 2015
Boston University, Student Government September 2013 - May 2014
Jack and Jill of America, Inc. June 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Community Outreach, Teamwork, Customer Service, Social Networking, Research, Social Media, Event Planning, Time Management, Facebook, Marketing
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor's Degree, Business Administration
Brother Rice High School 2009 — 2013
Fidelity Investments June 2014 - Present
Ameriprise Financial Services, Inc. January 2005 - May 2014
United States Marine Corps May 1997 - May 2004
Education
Brandeis University International Business School 2013 — 2014
Master's Degree, Finance, 3.55
University of Massachusetts, Amherst
Bachelor's Degree, Concentration in Accounting and Finance, 3.6, Cum Laude
Malis Law August 2013 - May 2015
Juvenile Rights Advocacy Clinic January 2014 - May 2014
Harvey M. Shrage, Labor Arbitration May 2013 - August 2013
Connecticut Office of the Attorney General April 2012 - August 2013
Congressman Christopher Murphy May 2009 - August 2009
Ameriprise Financial Services, Inc. May 2007 - August 2008
Education
Boston College Law School 2013 — 2015
Doctor of Law (J.D.)
Western New England College School of Law 2012 — 2013
Doctor of Law (J.D.)
Smith College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, French Studies
Université Paris Sorbonne (Paris IV) 2010 — 2011
French Politics and the European Union
Ameriprise Financial Services, Inc. February 2015 - Present
BGSU Ticket Office August 2012 - December 2012
Cardinal Stritch High School May 2012 - August 2012
PromoWest Productions June 2009 - September 2011
Skills
Sports Management, Social Networking, Event Management, Social Media, Customer Service, Social Media Marketing, Microsoft Office, PowerPoint, Sports Marketing, Facebook, Microsoft Word, Ticket Sales, Sponsorship, Photoshop, Adobe Creative Suite, Google Docs, SAP, Ableton Live, Serato, Minitab, Archtics Ticketing..., Financial Analysis, Financial Services, Investments, Financial Planning, Time Management
Education
BGSU 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.1 GPA
Bowling Green State University 2009 — 2013
Bachelor's degree, Sport and Fitness Administration/Management, 3.2 GPA
Twenty20 Inc. September 2015 - Present
Alpha Instincts K9 Training Systems December 2013 - May 2015
Ameriprise Financial Services, Inc. May 2013 - September 2014
First Western Advisors January 2011 - December 2013
Tetra Financial Group January 2009 - December 2011
M6 Marketing March 2008 - January 2009
Willow Creek School and Treatment Center February 2007 - December 2008
The Church of Jesus Christ of Latter-day Saints October 2004 - January 2007
Skills
Investments, Management, Leadership, Sales, Strategic Financial..., Financial Analysis, Finance, Sales Management, Entrepreneurship, Programming Languages, Retirement Planning, Public Speaking, Information Technology, Alternative Investments, Estate Planning, Investment Strategies, Funding, CRM, Programming, Wealth Management, Venture Capital, Mutual Funds, Negotiation, Marketing, Sales Process, Team Leadership, Bonds, Credit, Small Business, Marketing Strategy, Securities, Stocks, Real Estate, Financial Planning, Creative Strategy, Technology Integration, Software Project..., Enterprise Software, Online Marketing, Strategic Planning, Social Media Marketing, Customer Service, Team Building, New Business Development
Education
Brigham Young University
B.S. International Business, Political Science & Business Management
Target July 2013 - Present
US Bank March 2012 - August 2012
Ameriprise Financial Services, Inc. August 2011 - February 2012
Asset Marketing Services, Inc. January 2010 - April 2011
3M June 2008 - August 2008
Lenox Group August 2007 - June 2008
Sagebrush Books January 2006 - August 2006
Augsburg Fortress Publishers November 1995 - December 2005
Skills
Email Marketing, Product Management, Interactive Marketing, Project Management, Retail Marketing, Merchandising, Email Strategy, Email Analytics, Omniture, ExactTarget, Email Marketing Software, Marketing Strategy, E-commerce, Constant Contact, Vertical Response, Non-profits, PPC, Web Marketing, Nonprofits, Creative Direction, Direct Mail, Strategy, Copywriting, Sales, Marketing, Market Planning, Segmentation, Management, Forecasting, Retail, Product Development, Competitive Analysis
Education
Briar Cliff University 1990 — 1994
B.A., English
Ameriprise Financial Services, Inc. January 2015 - Present
General Mills June 2013 - January 2015
Evantage Consulting October 2007 - May 2013
Caldrea September 2005 - September 2007
iProspect October 2003 - August 2005
Campbell Mithun 2000 - 2002
Skills
Analytics, Web Analytics, Marketing Strategy, Online Marketing, Digital Marketing, Digital Strategy, Google Analytics, Omniture, Marketing Management, Integrated Marketing, Media Planning, Online Advertising, SEM, Social Media Marketing, Landing Page..., SEO, PPC, Email Marketing, Marketing, Lead Generation, E-commerce, Interactive Marketing, Google Adwords, Management, Strategy
Education
University of St. Thomas 2005 — 2008
MBA, Business
Boston University 2004 — 2005
Business
Carleton College 1995 — 1999
BA, Psychology
ARCADIS October 2014 - Present
ARCADIS April 2013 - October 2014
ARCADIS December 2011 - March 2013
ARCADIS January 2008 - November 2011
Expectations & Beyond, Inc. August 2006 - January 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Upstate Niagara Coop 2004 - 2005
Skills
SharePoint, Project Management, Leadership, Analysis, Client Development, Business Process..., Business Analysis, Program Management, CRM Integration, Website Development, Research, Graphic Design, Marketing Communications, CRM, Technical Writing, Environmental Awareness, Web Interface Design, Knowledge Management..., jQuery Mobile, HTML scripting, Information Systems, Web Analytics, Sustainability, HTML Scripting, Strategic Planning, Project Planning, Environmental Compliance, Management
Education
Brazosport College 1998 — 1999
Office Professional
Brazoswood High School
Summa Cum Laude
Scottrade December 2013 - Present
United States Air Force November 2010 - December 2013
Ameriprise Financial Services, Inc. July 2008 - December 2012
First Command Financial Services May 2004 - February 2006
US Army November 1993 - March 2002
Skills
Financial Analysis, Strategic Financial..., Military Logistics, Project Management, Financial Modeling, Finance, Risk Management, Analysis, Financial Reporting, Forecasting, Process Improvement, Operations Management, Accounting, Access, Budgets, Banking, Mergers & Acquisitions, Business Process..., Data Analysis, Training, Logistics, Quality Assurance, Cross-functional Team..., Management, Project Planning, Managerial Finance, Business Analysis, Investments, Software Documentation, Variance Analysis, Strategy
Education
Boston University 2008 — 2010
Certification, Project Management
College of Financial Planning 2007 — 2008
Certificate, Chartered Retirement Planning Counselor
Apple River State Bank February 2012 - Present
Apple River State Bank August 2010 - February 2012
Ameriprise Financial Services, Inc. August 2009 - August 2010
Skills
Loans, Credit Analysis, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Financial Analysis, Securities, Asset Managment, Series 7, Finance, Commercial Lending, Mortgage Lending, Wealth Management, Credit
Education
Bradley University 2005 — 2009
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. July 2012 - Present
Telhio Credit Union 2002 - July 2012
Ameriprise Financial Services, Inc. 1992 - 1999
Education
Franklin University 2005 — 2013
Bachelor's degree, Business Administration and Management, General
Bradford School 1989 — 1992
IBM June 2015 - Present
Strategic Insight January 2011 - July 2014
Strategic Insight February 2009 - June 2014
Strategic Insight February 2009 - January 2011
Strategic Insight June 2008 - February 2009
Zeus Securities January 2007 - January 2008
Ameriprise Financial Services, Inc. June 2006 - January 2007
Skills
Alternative Investments, Asset Management, Mutual Funds, Investment Management, Equities, Management, Asset Allocation, Fixed Income, Financial Services, Statistics, Portfolio Management, Series 7, Applied Mathematics, Asset Managment, Equity Research, Enterprise Valuation, Financial Modeling, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Managerial Finance
Stony Brook University - College of Engineering & Applied Sciences
Bachelor of Science (BS), Applied Mathematics & Statistics, Bachelor of Arts (BA), Economics
Brandeis University
HARMAN International 2014 - Present
PwC's PRTM September 2013 - January 2014
PwC Consulting June 2012 - August 2012
Ford Motor Company September 2007 - July 2011
Ameriprise Financial Services, Inc. October 2006 - June 2007
Skills
Mergers, Acquisitions, Manufacturing, Corporate Finance, Product Development, Manufacturing Operations, Financial Analysis, Consulting, Strategic Planning, Automotive, Financial Modeling, Competitive Analysis, Cross-functional Team..., Mergers & Acquisitions, Finance
Education
Boston University - School of Management 2011 — 2013
Master of Business Administration (MBA)
Boston University - School of Management 2011 — 2013
Master of Science in Information Systems (MSIS)
Michigan State University 2003 — 2005
BA, Business
Ameriprise Financial Services, Inc. September 2002 - November 2008
Skills
Investments, Retirement, Series 63, Finance, Financial Advisory, Certified Financial..., Retirement Planning, Series 65, Small Business
Education
Bowling Green State University 1997 — 2002
Bachelors, Finance, Financial Planning and MIS
Loomis, Sayles & Company August 2007 - Present
MFS Investment Management March 2006 - August 2007
MFS Investment Management March 2005 - March 2006
MFS Investment Management April 2003 - March 2005
MFS Investment Management December 2000 - April 2003
Ameriprise Financial Services, Inc. June 2000 - November 2000
Skills
Microsoft Office 2007, RFP Machine, PMAPS, Factset, FundStation/Perform, RFP, Investments, Proposal Writing, Portfolio Management, Mutual Funds, Marketing Communications, Project Management, Organization &..., Investment Management, Management, Relationship Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Financial Services, Finance, Securities, Equities, Microsoft Office
Education
Suffolk University: Sawyer Business School 2003 — 2006
Master of Business Administration (M.B.A.), Organizational Behavior
Boston University 1996 — 2000
Bachelor of Science, Business Administration; Finance
Allan Feldstein, CPA May 2010 - February 2012
H&R Block 2009 - 2011
Ameriprise Financial Services, Inc. April 2004 - January 2009
Beyond the Garden April 2001 - April 2004
Pump Engineering Inc. May 2000 - April 2001
Private Industry Collaborative August 1998 - May 2000
Intermedia Communication of Florida May 1995 - July 1998
Time Warner Inc (Time Customer Service, Inc.) September 1987 - May 1995
Skills
Tax Preparation, Tax, Accounting, Budgeting, Funding, Microsoft Office, Excel, Lucerte, Quickbooks, Financial Analysis, Financial Planning, Financial Reporting, Financial Accounting
Education
Bowling Green State University 1977 — 1981
BS Bus Adm, Accounting
Bowling Green State University 1977 — 1981
Bachelor of Science (BS), Accounting
Ameriprise Financial Services, Inc. July 2002 - Present
Gateway September 1994 - July 2002
Education
Briar Cliff University 1989 — 1993
Bachelor of Arts, Business Administration
Ameriprise Financial Services, Inc. January 2012 - Present
East Side Neighborhood Development Company, Inc. August 2010 - March 2015
Wells Fargo May 2007 - December 2011
Wells Fargo March 2003 - May 2007
Wells Fargo March 2001 - March 2003
Wells Fargo March 1999 - March 2001
Wells Fargo March 1997 - March 1999
Norwest Mortgage, Inc. December 1995 - March 1997
Accountemps October 1995 - December 1995
Skills
Management, Strategic Planning, Project Management, Budgets, Nonprofits, Mergers & Acquisitions, Small Business, Leadership, Program Management, Public Speaking, Fundraising, Financial Services, Team Building, Strategy, Leadership Development, Banking
Education
University of Minnesota-Carlson School of Management 2006 — 2010
MBA, Management, Business Strategy
Boston University 1988 — 1989
University of Minnesota-Twin Cities
BA, Political Science
Ameriprise Financial Services, Inc. July 1999 - Present
Education
Marquette University 1995 — 1999
BS, Finance
Boston University 2011 — 2013
Certificate of Financial Planning
UBS 2009 - Present
Cleantech Open 2013 - 2013
Ameriprise Financial Services, Inc. 2006 - 2009
Skills
Investments, Wealth Management, Mutual Funds, Series 7, Finance, Retirement Planning, Financial Services, Financial Analysis, Portfolio Management, Asset Allocation
Education
Boston University 2013 — 2016
MBA Candidate
University of Mary Washington 2002 — 2006
BA, Business Administration
Bailiwick 2015 - 2015
AT&T May 2012 - April 2013
Ameriprise Financial Services, Inc. May 2012 - April 2013
Plexus Synapse Consulting, Inc January 2006 - January 2013
DJ&MaxNet, Inc January 1991 - January 2006
Skills
Fiber Optics, Telecommunications..., VoIP, Troubleshooting, Telecommunications, Wireless, Wireless Networking, Networking, Network Design, Network Engineering, Ethernet, IP, Network Architecture, Computer Network..., DSL, ATM networks, Telephony, Frame Relay, IPT, Copper Cabling, WAN, Routing, Data Center, Vendor Management, VPN, Disaster Recovery, Cisco Technologies, Integration, Process Improvement, Switches, TCP/IP
Education
Capella University 2009 — 2011
Masters
Metropolitan State University 2005 — 2006
BA
Metropolitan State University 2004 — 2006
Bachelor of Arts (B.A.)
Inver Hills Community College 2003 — 2004
AA
Dakota Count Technical College 2000 — 2000
Certificate
UCLA 1981 — 1981
Certification
Boston University School of Medicine 1980 — 1980
Certification
Ameriprise Financial Services, Inc. June 2000 - Present
Education
Boston University School of Law 1998 — 1999
LL.M, Banking and Financial Law
The University of the West Indies 1988 — 1991
JD, Law
Quartz Partners Investment Management February 2015 - Present
PageOne Financial June 2012 - February 2015
Direxion Funds January 2011 - July 2011
Direxion Shares January 2009 - January 2011
John Hancock Funds June 2006 - October 2008
Putnam Investments February 2005 - May 2006
Ameriprise Financial Services, Inc. February 2001 - February 2005
Skills
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development
Education
Brandeis University 1998 — 2002
BA, Econ
Cheshire Academy
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - August 2013
RBC Wealth Management January 2008 - February 2010
RBC Dain Rauscher December 2006 - January 2008
RBC Wealth Management October 2005 - December 2006
RBC Dain Rauscher September 2004 - October 2005
Skills
Wealth Management, Asset Management, Managed Accounts, Series 7, Unified Managed Accounts, Separately Managed..., Mutual Funds, Portfolio Management, Securities, Investments, Equities, Series 63, Asset Allocation, Fixed Income, Financial Services, Business Analysis, Relationship Management, Strategic Financial..., Finance, Project Management, Product Development, Investment Advisory, FINRA, Brokerage, Requirements Gathering, Vendor Management, Business Requirements, Fiserv, Process Improvement, Leadership, SDLC, Business Process..., Requirements Analysis, Risk Management, Analysis, Series 65, Series 66, Project Planning, Envestnet, Thomson One, Thomson BETA
Education
Bradley University 1996 — 2001
Bachelor of Science (B.S.), History
Ameriprise Financial August 2000 - Present
Ameriprise Financial Services, Inc. 2005 - 2007
Ameriprise Financial Services, Inc. 2002 - 2005
Education
Boston University 1995 — 1999
Bachelor's degree
Green Builders & Consultants October 2006 - Present
Ameriprise Financial Services, Inc. December 2008 - February 2009
CAMICO Mutual Insurance Company March 1998 - October 2006
CAMICO Mutual Insurance Company February 1998 - May 2006
The Doctors Company 1993 - 1996
Skills
Risk Management, Insurance, Liability, Management, Training
Education
University of North Carolina School of Law 1986 — 1989
Boston University 1982 — 1986
BA, Psychology
Boston University 1982 — 1986
Bachelor of Art, Psychology
Ameriprise Financial Services, Inc. April 2010 - Present
Bank of America May 2000 - March 2009
Boston Financial Data Services March 1997 - May 2000
Federated Investors April 1995 - March 1997
Grossman's Inc. May 1974 - March 1995
Skills
Vendor Management, SDLC, Business Analysis, Release Management, IT Strategy, Process Improvement, ITIL, IT Management, PMP, Visio, Data Center, Disaster Recovery, Enterprise Architecture, Financial Services, Information Technology, Management, PMO, Project Management, Requirements Analysis, Project Portfolio..., Software Documentation
Education
Boston University 2009 — 2009
Certificate, Applied Project Management
Quincy College
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. 2012 - May 2014
Ameriprise Financial 2009 - 2012
Ameriprise Financial 2007 - 2009
Ameriprise Financial 2006 - 2007
State University of New York at Buffalo 2003 - 2006
Education
State University of New York at Buffalo 1999 — 2001
MA
Boston University 1991 — 1995
BA
Berman Consulting Partners, LLC January 2014 - Present
Interfaith Action of Greater Saint Paul July 2014 - July 2015
Twin Cities RISE! May 2008 - December 2013
Ameriprise Financial Services, Inc. 2005 - 2006
American Express 1984 - 2005
Booz, Allen & Hamilton 1981 - 1984
Skills
Strategic Financial..., Financial Analysis, Portfolio Management, Banking, Process Improvement, Insurance, Financial Modeling, Strategic Planning, Investments, Series 7, Nonprofits, Non-profits, Budgets, Leadership, Management Consulting, Finance, Mutual Funds, Mergers & Acquisitions, Relationship Management, Corporate Finance, Risk Management, Strategy, Executive Management, Due Diligence, Managerial Finance, Management, Financial Services, Business Analysis, Cash Management, Program Management, Credit, Asset Management, Securities, Treasury Management, Asset Allocation, Valuation, Wealth Management, Financial Advisory, Capital Markets, Investment Management, Financial Risk, Fixed Income, Financial Reporting, Business Excellence, Trusted Business Partner, Trusted Business Advisor, Values-based Leadership, Financial Planning
Education
Bowdoin College
BA, magna cum laude, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
JPMorgan Chase August 2013 - Present
Ameriprise Financial Services, Inc. December 2002 - August 2013
Spherion November 2000 - December 2002
24 Hour Fitness April 2000 - October 2000
The Fitness Company November 1996 - April 2000
Education
Nova Southeastern University 2011 — 2012
Graduate Certificate, Information Security Management, 3.80
Nova Southeastern University 2008 — 2010
MS, Management Information Systems, 3.77
Bowling Green State University 1992 — 1996
B.S., Exercise Physiology, 3.12
Ameriprise Financial Services, Inc. September 1992 - Present
Education
Boston University 1981 — 1986
Bachelor of Science (B.S.), International Relations and Affairs
Ameriprise Financial Services, Inc. July 2001 - Present
Ameriprise Financial Services, Inc. July 1995 - July 2001
Ameriprise Financial Services, Inc. January 1989 - July 1995
Education
Bridgewater State College
M.Ed, Education/Business
University of Minnesota - Carlson School of Management
Executive Management Development
KeyCorp July 2014 - Present
Livingston Outdoor Supply, LLC March 2013 - Present
PNC July 2009 - July 2014
Ameriprise Financial Services, Inc. July 2007 - July 2009
Macy's August 2001 - September 2007
Skills
Strategic Financial..., Investments, Financial Analysis, Coaching, Credit, Customer Service, Insurance, Sales, Strategic Planning, Series 7, Team Building, Banking, Leadership, Microsoft Excel, Risk Management, Retail Banking, Loans, Retirement Planning, Finance, Management
Education
Bowling Green State University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Finance
Executive Leadership, Cornell University 2012 — 2012
Executive Leadership, Business Administration, Management and Operations
High Performance Leadership, Cornell University 2012 — 2012
High Performance Leadership, Business Administration and Management, General
American Bankers Association 2013 — 2014
AIB Bank Financial Management, Finance and Financial Management Services, A
Ameriprise Financial Services, Inc. May 1998 - Present
Education
Boston University 1987 — 1997
BA, MBA
The Colony Group January 2010 - Present
The Ayco Company, L.P. June 2006 - January 2010
Ameriprise Financial Services, Inc. February 2003 - May 2006
Skills
Wealth Management, Estate Planning, Tax Planning and..., Retirement Planning, Asset Allocation, Portfolio Management
Education
Brandeis University 1996 — 2000
BA, ENGLISH AND AMERICAN LITERATURE
Salisbury
Reinsurance Group of America, Incorporated March 2014 - Present
ValMark Securities 2009 - Present
ING Insurance / Investment Management 2005 - 2009
Ameriprise Financial Services, Inc. 2000 - 2005
Skills
Underwriting, Insurance, Life Insurance, Long-term Care, Disability Insurance, Counseling Psychology, Mentoring, Project Planning
Education
Saint Mary's University of Minnesota 1998 — 2007
Master of Arts (MA), Counseling Psychology
Boston University 1986 — 1990
Bachelor's degree, International Relations and Affairs
Wells Fargo November 2013 - Present
PureSpring Global Commission January 2014 - Present
PureSpring Institute 2012 - January 2014
State Street December 2012 - November 2013
Boston Technologies Inc November 2011 - 2012
Ameriprise Financial Services, Inc. April 2011 - November 2011
Bank of New York Mellon October 2005 - February 2011
Keane 2004 - 2005
MFS Investment Management October 2002 - September 2004
Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management
Education
Boston University 2008 — 2011
Bachelor of Science, Business Administration and Management
JPMorgan Chase March 2014 - Present
Oak Creek Analytic Solutions April 2012 - March 2014
Capital One April 2010 - March 2012
Ameriprise Financial 2006 - 2008
Ameriprise Financial Services, Inc. 2004 - 2006
American Express 2002 - 2004
American Express 2002 - 2002
American Express 1997 - 2002
Skills
SAS, Predictive Modeling, Statistical Modeling, Predictive Analytics, Segmentation, Credit, Strategy, Analytics, Analysis, Econometrics, Financial Risk, Basel II, Risk Management, Business Intelligence, Logistic Regression, Leadership, Credit Risk, Portfolio Management, CRM, Valuation, Statistics, Cross-functional Team..., Time Series Analysis, Data Mining, Banking, Finance, Management, Credit Cards, Marketing Analytics
Education
Texas A&M University
Ph.D, Agricultural Economics
BYU
B.S, M.S., Agricultural Economics
Ameriprise Financial Services, Inc. December 2006 - Present
Education
Tulane University 1975 — 1976
Masters
Boston University 1971 — 1975
B.A.
Morgan Stanley Wealth Management July 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - July 2015
Skills
Investment Management, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Financial Planning, Retirement Planning, Retirement Income..., Financial Risk, Tax-advantaged..., Alternative Investments, Retirement Solutions, Estate Planning, Tax Planning
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Boston University 1986 — 1990
BA - Economics
Prime Wealth Strategies August 2013 - Present
Alamo Asset Advisors, LLC January 2012 - September 2013
Ameriprise Financial Services, Inc. January 2009 - January 2012
Citi/ Smith Barney December 2005 - December 2008
Edward Jones September 2003 - December 2005
Charles Schwab 1997 - 2002
Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investments, Estate Planning, Life Insurance
Education
College for Financial Planning 2011 — 2012
CFP, Certified Financial Planner
Embry Riddle Aeronautical University 1993 — 1995
MBA, Aviation Administration
Brigham Young University 1990 — 1993
B.S., Recreation Management
Longboard Asset Management October 2013 - Present
M. S. Howells & Co. 2010 - Present
MSH Capital Advisors 2011 - Present
Countrywide June 2006 - March 2009
Banc of America Investments 2008 - 2009
Zions Bank July 2003 - June 2006
Ameriprise Financial Services, Inc. January 2000 - July 2003
Skills
Investments, Financial Services, Finance, Securities, Hedge Funds, Mutual Funds, Series 7, Financial Analysis, Equities, FINRA, Leadership, Portfolio Management, Trading, Asset Management, Alternative Investments, Alternative Mutual Funds
Education
University of Minnesota - Carlson School of Management 1994 — 1995
MBA, Finance
Brigham Young University
B.S., Business Management
Cardinal Health October 2010 - Present
Ameriprise Financial Services, Inc. March 1997 - October 2010
Education
Bowling Green State University
Boston Scientific February 2014 - Present
American Medical Systems March 2013 - February 2014
Boston Scientific July 2010 - March 2013
Boston Scientific January 2009 - July 2010
Boston Scientific March 2008 - January 2009
Boston Scientific June 2006 - February 2008
Ameriprise Financial Services, Inc. June 2005 - September 2005
Compass Enterprises, Inc January 2002 - September 2004
Skills
Sales, Product Launch, Market Development, Marketing, Medical Devices, Cross-functional Team..., Team Leadership, Competitive Analysis, Marketing Strategy, Product Development, Product Marketing, Strategy, Management, Strategic Planning, Product Management, Cardiology, Leadership, Global Marketing, New Business Development, Commercialization
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Strategy, Marketing and Finance
Brigham Young University 1999 — 2002
BS, Business
Fitzwilliam Financial April 2007 - Present
Ameriprise Financial Services, Inc. 2004 - 2007
Skills
Financial Planning, Portfolio Management, Insurance, Investments, Wealth Management, Retirement Planning, Asset Management, Retirement, Mutual Funds, Pensions, Investment Strategies
Education
Boston University 2008 — 2010
CFP Program
Salve Regina University 1998 — 2003
Bachelor of Science, Business, Information Systems
Hanover High
Charles Schwab March 2008 - Present
Ameriprise Financial Services, Inc. July 2003 - March 2008
U.S. Coast Guard September 1995 - September 1999
Education
Bridgewater State University 1999 — 2003
Bachelor’s Degree
Personal and Business Tax Solutions 2012 - Present
Dead Poppies Creative Studio 2001 - Present
Perkins Coie LLP 2010 - 2013
Kingman Winslow LLC 2007 - 2010
Ameriprise Financial Services, Inc. 2006 - 2007
Dorsey & Whitney LLP January 2000 - January 2002
Golden Gate University School of Taxation 1996 - 2000
U.S. Department of the Treasury May 1994 - December 1999
University of Washington School of Law 1998 - 1999
Lannen Beggs and Malancon September 1991 - October 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, QuickBooks, Lacerte, Access
Education
Boston University School of Law 1986 — 1987
Master of Laws (LL.M.), Taxation
University of Oregon School of Law 1983 — 1986
Doctor of Law (J.D.)
Universität Salzburg / University of Salzburg 1985 — 1985
Certificate International Law, Law--International Transactions
Linfield College 1979 — 1983
BA, Arts and Economics
Universität Wien / University of Vienna 1981 — 1981
KhroniclePartners Inc. April 2011 - Present
Goldman Sachs 2007 - 2011
KKR 2005 - 2007
Ameriprise Financial Services, Inc. 2000 - 2005
KPMG 1991 - 2000
Education
Boston University
MBA
Massachusetts Institute of Technology
BA
Thrivent Financial May 2014 - Present
Thrivent Financial for Lutherans November 2010 - May 2014
Thrivent Financial for Lutherans May 2008 - November 2010
Ameriprise Financial Services, Inc. January 2006 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth Management, Investment Strategies, Financial Analysis, Life Insurance, IRAs, Portfolio Management, Estate Planning, Fixed Annuities, Mutual Funds, Series 7, Uniform Combined State..., Asset Allocation, Securities, Investment Advisory, Series 66
Education
The American College 2010 — 2012
Designation earned, CLU, CHFC
Bowie State University 1997 — 2001
MA Business Admin/Admin Mgmt, Business Administration and Management, General
University of Redlands 1978 — 1983
BA International Relations
Bowie senior high 1975 — 1978
academic
Hypertherm Inc. February 2012 - Present
Hypertherm Inc. April 2010 - February 2012
Hypertherm Inc. June 2006 - April 2010
Ameriprise Financial Services, Inc. June 2000 - October 2001
Skills
Process Improvement, Forecasting, Analysis, Excel, Planning, Financial Analysis, Problem Solving, Results Oriented, Microsoft Office, Outlook, Financial Modeling, Budgeting, Variance Analysis, Financial Planning, Hyperion, Project Planning, Microsoft Excel, Budgets, Hyperion Enterprise, Strategic Financial..., Continuous Improvement, Product Development, Manufacturing, Sales Management, New Business Development, Six Sigma, Accounting, Cost Accounting, Lean Manufacturing, Negotiation, Access, Business Analysis, Pricing, Change Management, Account Management, Financial Reporting, Strategic Planning, Project Management
Education
Boston University 2012 — 2015
MCIS
Smith College 1996 — 2000
B.A, Economics
Ameriprise Financial Services, Inc. September 2011 - January 2012
Ameriprise Financial Services, Inc. 2011 - 2012
Education
Brigham Young University
Ameriprise Financial Services, Inc. September 2013 - Present
Manulife Asset Management April 2012 - September 2013
Numeric Investors November 2009 - April 2012
Fidelity Investments October 2008 - February 2009
Fidelity Investments September 2006 - June 2008
May Labs June 2005 - September 2006
Spiral Manufacturing Co. February 2005 - June 2005
Wisconsin News Lab August 2002 - December 2004
Goodrich Pharmacy January 1997 - August 2000
Skills
Risk Management, Portfolio Management, Fixed Income, Accounting, Fund Accounting, Data Analysis, Financial Modeling, Valuation, Investment Management, Corporate Actions, Business Analysis, Microsoft Excel, SAS, Funding, SQL, Microsoft Office, Analysis
Education
Boston University 2011 — 2012
Master of Science (MS), Investment Management
University of Wisconsin-Madison 2000 — 2004
Bachelor of Arts (BA), Geographic Information Science and Cartography
Anoka High School 1996 — 2000
Mercer Investment Consulting October 2005 - Present
Oxford Financial Group, Ltd. May 2000 - October 2005
Ameriprise Financial Services, Inc. January 1994 - May 2000
Skills
Financial Analysis, Asset Allocation, Investments, Investment Strategies, Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Due Diligence
Education
The Ohio State University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Bowling Green State University 1980 — 1984
Bachelor's Degree, Economics
Ameriprise Financial Services, Inc. May 2012 - Present
Ameriprise Financial Services, Inc. January 2010 - April 2012
WAMU Investments, Inc January 1997 - May 2009
Education
Bradley University
Bachelor's degree, Mathematics - Psychology
Family Dollar September 2007 - May 2012
Ameriprise Financial Services, Inc. January 1999 - August 2006
National City Bank August 1982 - February 1998
National City Bank August 1982 - February 1998
National City Bank August 1982 - February 1998
Education
Bowling Green State University 1976 — 1978
Master of Business Administration (MBA), Finance and Marketing, 3.0
Bowling Green State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 2.5
The Ohio State University Wexner Medical Center September 2014 - Present
Citi August 2011 - September 2014
Citi June 2008 - August 2011
ProShare Advisors, LLC March 2006 - June 2008
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Vendor Management, Vendor Transition, Training Development &..., Managing Workflow, Process Efficiency, Process Improvement, Lean Thinking, Reporting & Analysis, Complex Systems, Performance Management, Coaching, Staff Development, Critical Thinking, Problem Solving, Analytical Skills, Time Management, High Organizational..., Written & Oral..., Microsoft Excel, Microsoft Word, Access Database, Microsoft Office
Education
Bowling Green State University
Bachelor of Business Administration (BBA), Finance
Fidelity Investments January 2013 - Present
Fidelity Investments June 2011 - January 2013
Army National Guard January 2000 - January 2012
Fidelity Investments November 2007 - June 2011
Ameriprise Financial Services, Inc. May 2006 - October 2007
Skills
Financial Services, Branch Banking, Investments, Securities
Education
Bowling Green State University
Prime Wealth Strategies 2013 - Present
Alamo Asset Advisors 2012 - 2013
Ameriprise Financial Services, Inc. 2009 - 2012
Skills
Finance, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Planning, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63
Education
Embry Riddle Aeronautical University-Prescott 2003 — 2005
Master of Business Administration (MBA), Aviation Administration
Brigham Young University 1999 — 2002