Amerprise Financial
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. Customer service: 1 (800) 862-7919 Headquarters: Minneapolis, MN CEO: James Cracchiolo (Sep 2005–) Subsidiaries: RiverSource, RiverSource Distributors Inc,
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Amerprise Financial Employees
Employee
Years
Job
Industry
Tobit Simmons, MBA Tobit Simmons, MBA's Amerprise Financial Experience December 2009 - November 2010
Job Assitant Vice President, Business Architecture at US Bank
Industry Financial Services
Experience
US Bank August 2014 - Present
Ameriprise Financial Services, Inc. November 2010 - August 2014
Amerprise Financial December 2009 - November 2010
Ameriprise Financial March 2008 - June 2010
Ameriprise Financial March 2006 - March 2008
Ameriprise Financial March 2005 - March 2006
Skills
Business Analysis, Data Analysis, Strategic Planning, Product Development, Process Improvement, Project Delivery, Competitive Analysis, Thought Leadership, Cross-functional Team..., International Business, Group Presentations, Vendor Relations, Requirements Gathering, Leadership, Visio, Finance, Program Management, Management, Software Project..., Change Management, Six Sigma, Business Process..., Risk Management
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
University of Minnesota-Twin Cities 1996 — 2001
BS
US Bank August 2014 - Present
Ameriprise Financial Services, Inc. November 2010 - August 2014
Amerprise Financial December 2009 - November 2010
Ameriprise Financial March 2008 - June 2010
Ameriprise Financial March 2006 - March 2008
Ameriprise Financial March 2005 - March 2006
Skills
Business Analysis, Data Analysis, Strategic Planning, Product Development, Process Improvement, Project Delivery, Competitive Analysis, Thought Leadership, Cross-functional Team..., International Business, Group Presentations, Vendor Relations, Requirements Gathering, Leadership, Visio, Finance, Program Management, Management, Software Project..., Change Management, Six Sigma, Business Process..., Risk Management
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
University of Minnesota-Twin Cities 1996 — 2001
BS
Joe Stassi Joe Stassi's Amerprise Financial Experience August 2007 - September 2010
Job Financial Advisor at Upstream Investment Partners LLC /Sigma Financial Corporation
Industry Financial Services
Experience
Upstream Investment Partners LLC /Sigma Financial Corporation September 2012 - Present
Williams Financial Group September 2010 - September 2012
Amerprise Financial August 2007 - September 2010
Morgan Stanley January 2005 - August 2007
Smith Barney August 1997 - January 2005
Texas Commerce Bank/Chase Bank of Texas December 1996 - August 1997
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1984 — 1986
BS, Communications
Upstream Investment Partners LLC /Sigma Financial Corporation September 2012 - Present
Williams Financial Group September 2010 - September 2012
Amerprise Financial August 2007 - September 2010
Morgan Stanley January 2005 - August 2007
Smith Barney August 1997 - January 2005
Texas Commerce Bank/Chase Bank of Texas December 1996 - August 1997
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1984 — 1986
BS, Communications
Jessica Dressel Jessica Dressel's Amerprise Financial Experience November 2014 - Present
Job Senior Administrative Assistant
Industry Financial Services
Experience
Amerprise Financial November 2014 - Present
NAPCP June 2012 - November 2014
Office Team September 2011 - May 2012
Anoka Hennepin School District August 2007 - September 2011
US Federal Credit Union May 1991 - May 1998
Skills
MS Office Suite, Organizational..., Clerical Skills, Office Management, Business Correspondence, Confidentiality, Phone Etiquette, Office Administration, Travel Arrangements, Spreadsheets, Calendars, Invoicing, Payments, Microsoft Office, Member Relations, Communication Skills, Database Administration, Project Management, Communication, Microsoft Excel, PowerPoint, Process Improvement
Education
North Hennepin Community College 2012 — 2014
Microsoft Office Specialist Certification
North Hennepin Community College 2012 — 2014
Associate's Degree, Individualized Studies
North Hennepin Community College 1989 — 1991
Associate of Science (A.S.), Administrative Management
Amerprise Financial November 2014 - Present
NAPCP June 2012 - November 2014
Office Team September 2011 - May 2012
Anoka Hennepin School District August 2007 - September 2011
US Federal Credit Union May 1991 - May 1998
Skills
MS Office Suite, Organizational..., Clerical Skills, Office Management, Business Correspondence, Confidentiality, Phone Etiquette, Office Administration, Travel Arrangements, Spreadsheets, Calendars, Invoicing, Payments, Microsoft Office, Member Relations, Communication Skills, Database Administration, Project Management, Communication, Microsoft Excel, PowerPoint, Process Improvement
Education
North Hennepin Community College 2012 — 2014
Microsoft Office Specialist Certification
North Hennepin Community College 2012 — 2014
Associate's Degree, Individualized Studies
North Hennepin Community College 1989 — 1991
Associate of Science (A.S.), Administrative Management
Garrett Joyner Garrett Joyner's Amerprise Financial Experience June 2012 - June 2013
Job Engagement Manager
Industry Information Technology and Services
Experience
Neustar, Inc. June 2013 - Present
NeuStar, Inc. June 2013 - December 2014
Amerprise Financial June 2012 - June 2013
George Mason University Recreation August 2010 - June 2012
First Shiloh Baptist Church June 2007 - August 2010
Skills
Program Management, Sales, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Research, Financial Analysis, Public Speaking, Social Networking, Leadership, Project Management, Data Analysis, Access
Education
George Mason University 2010 — 2014
Bachelor of Science, Accounting and Information Systems Operations Management
North Carolina A&T State University 2009 — 2009
Neustar, Inc. June 2013 - Present
NeuStar, Inc. June 2013 - December 2014
Amerprise Financial June 2012 - June 2013
George Mason University Recreation August 2010 - June 2012
First Shiloh Baptist Church June 2007 - August 2010
Skills
Program Management, Sales, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Research, Financial Analysis, Public Speaking, Social Networking, Leadership, Project Management, Data Analysis, Access
Education
George Mason University 2010 — 2014
Bachelor of Science, Accounting and Information Systems Operations Management
North Carolina A&T State University 2009 — 2009
Paige Hynes Paige Hynes's Amerprise Financial Experience December 2011 - June 2014
Job Client Services Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Amerprise Financial December 2011 - June 2014
AXA Rosenberg May 1999 - February 2011
DPIC 1997 - 1999
Sony Electronic Publishing Company 1993 - 1995
Skills
Calendaring, Attention To Detail, Status Reporting, Able To Multi-task, Organizational..., Financial Reporting, Software Training, Technical Writing, Training & Development, Project Management, Employee Training, Management, Hands-on Training, Asset Management, Research, Software Documentation, CRM, Training, Marketing, Analysis, Customer Service, Budgets
Education
California Polytechnic State University-San Luis Obispo 1983 — 1989
BS, Science; Single Subject Teachers Credential in Physical Science
Ameriprise Financial Services, Inc. June 2014 - Present
Amerprise Financial December 2011 - June 2014
AXA Rosenberg May 1999 - February 2011
DPIC 1997 - 1999
Sony Electronic Publishing Company 1993 - 1995
Skills
Calendaring, Attention To Detail, Status Reporting, Able To Multi-task, Organizational..., Financial Reporting, Software Training, Technical Writing, Training & Development, Project Management, Employee Training, Management, Hands-on Training, Asset Management, Research, Software Documentation, CRM, Training, Marketing, Analysis, Customer Service, Budgets
Education
California Polytechnic State University-San Luis Obispo 1983 — 1989
BS, Science; Single Subject Teachers Credential in Physical Science
Susanne Doucette Susanne Doucette's Amerprise Financial Experience December 2010 - September 2012
Job Managing Principal
Industry Information Technology and Services
Experience
OnCourse Strategic Consulting July 2013 - Present
RBC Wealth Management September 2012 - July 2014
Fulcrum Consulting June 2007 - July 2014
Amerprise Financial December 2010 - September 2012
United Health Care, Ovations February 2010 - September 2010
Fulcrum Consulting June 2009 - February 2010
Visible Customer September 2008 - May 2009
Fulcrum Consulting June 2007 - September 2008
GMAC Res Cap October 2006 - May 2007
Ajilon Consulting, LLC October 2005 - May 2007
Skills
Business Analysis, Process Improvement, Strategy, Software Documentation, Business Process..., Enterprise Software, Business Process, Testing, Strategic Planning, Leadership, Training, Analysis, Program Management, Consulting, SDLC, Management, Agile Methodologies, Start-ups, Project Management, Business Intelligence, IT Strategy, Project Portfolio..., Integration, Vendor Management, PMO, SharePoint, Information Technology
Education
Cardinal Stritch University 2014 — 2016
Master of Business Administration (M.B.A.)
Cardinal Stritch University 2001 — 2003
Bachelors, Business/Management Information Systems
OnCourse Strategic Consulting July 2013 - Present
RBC Wealth Management September 2012 - July 2014
Fulcrum Consulting June 2007 - July 2014
Amerprise Financial December 2010 - September 2012
United Health Care, Ovations February 2010 - September 2010
Fulcrum Consulting June 2009 - February 2010
Visible Customer September 2008 - May 2009
Fulcrum Consulting June 2007 - September 2008
GMAC Res Cap October 2006 - May 2007
Ajilon Consulting, LLC October 2005 - May 2007
Skills
Business Analysis, Process Improvement, Strategy, Software Documentation, Business Process..., Enterprise Software, Business Process, Testing, Strategic Planning, Leadership, Training, Analysis, Program Management, Consulting, SDLC, Management, Agile Methodologies, Start-ups, Project Management, Business Intelligence, IT Strategy, Project Portfolio..., Integration, Vendor Management, PMO, SharePoint, Information Technology
Education
Cardinal Stritch University 2014 — 2016
Master of Business Administration (M.B.A.)
Cardinal Stritch University 2001 — 2003
Bachelors, Business/Management Information Systems
Alice Pallum Alice Pallum's Amerprise Financial Experience June 2007 - December 2007
Job Strategic Business Planning & Implementation Executive
Industry Information Technology and Services
Experience
BNI July 2009 - Present
AMP Enterprises, Ltd February 2004 - Present
Small Business Development Center - Anoka Technical College December 2008 - January 2009
MN Captured Moments June 2007 - September 2008
Amerprise Financial June 2007 - December 2007
American Express 1999 - 2004
American Express Financial Advisors 1996 - 1999
Skills
Strategic Planning, Business Process, Marketing, Training, Workshop Facilitation, Contingency Planning, Vendor Management, Business Analysis, Program Management, Project Management, Change Management, Process Improvement, Coaching, Business Process..., IT Strategy, Public Speaking, Requirements Analysis, Leadership Development, Integration, Entrepreneurship, Business Strategy, Management Consulting, Leadership, Consulting, Start-ups, Business Development, Team Leadership, Team Building, Management, CRM, Business Planning, Project Portfolio..., Business Intelligence, Cross-functional Team..., Risk Management, Strategy, Project Planning, Analysis
Education
University of Minnesota-Twin Cities
Astrophysics
BNI July 2009 - Present
AMP Enterprises, Ltd February 2004 - Present
Small Business Development Center - Anoka Technical College December 2008 - January 2009
MN Captured Moments June 2007 - September 2008
Amerprise Financial June 2007 - December 2007
American Express 1999 - 2004
American Express Financial Advisors 1996 - 1999
Skills
Strategic Planning, Business Process, Marketing, Training, Workshop Facilitation, Contingency Planning, Vendor Management, Business Analysis, Program Management, Project Management, Change Management, Process Improvement, Coaching, Business Process..., IT Strategy, Public Speaking, Requirements Analysis, Leadership Development, Integration, Entrepreneurship, Business Strategy, Management Consulting, Leadership, Consulting, Start-ups, Business Development, Team Leadership, Team Building, Management, CRM, Business Planning, Project Portfolio..., Business Intelligence, Cross-functional Team..., Risk Management, Strategy, Project Planning, Analysis
Education
University of Minnesota-Twin Cities
Astrophysics
Mark Hopler, CFP®, CRPC®'s Amerprise Financial Experience August 2013 - July 2015
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Amerprise Financial August 2013 - July 2015
Ameriprise Financial March 2009 - July 2013
Ameriprise Financial March 2008 - March 2009
Ameriprise Financial Advisors February 2002 - March 2008
Skills
Retirement Savings, Retirement Income..., Financial Planning, Wealth Management, 401k, Insurance, Investments, Training, Financial Goals, Series 7, Asset Allocation, Financial Advisory, Disability Insurance, Wealth Management..., 401k Rollovers, Variable Annuities, Certified Financial..., Uniform Combined State..., Retirement, Retirement Planning, Strategic Financial..., Finance, Mutual Funds, Financial Services, Investment Advisory, Estate Planning
Education
College for Financial Planning 2004 — 2008
CRPC & CFP, Finance
University of Massachusetts Lowell 1998 — 2002
Bachelors, Marketing, Information Systems
Ameriprise Financial Services, Inc. August 2015 - Present
Amerprise Financial August 2013 - July 2015
Ameriprise Financial March 2009 - July 2013
Ameriprise Financial March 2008 - March 2009
Ameriprise Financial Advisors February 2002 - March 2008
Skills
Retirement Savings, Retirement Income..., Financial Planning, Wealth Management, 401k, Insurance, Investments, Training, Financial Goals, Series 7, Asset Allocation, Financial Advisory, Disability Insurance, Wealth Management..., 401k Rollovers, Variable Annuities, Certified Financial..., Uniform Combined State..., Retirement, Retirement Planning, Strategic Financial..., Finance, Mutual Funds, Financial Services, Investment Advisory, Estate Planning
Education
College for Financial Planning 2004 — 2008
CRPC & CFP, Finance
University of Massachusetts Lowell 1998 — 2002
Bachelors, Marketing, Information Systems
Angela Reed Angela Reed's Amerprise Financial Experience August 2008 - July 2010
Job Marketing and Sales at Attic and Filter Services
Industry Consumer Goods
Experience
Attic and Filter Services July 2010 - Present
Amerprise Financial August 2008 - July 2010
St Francis of Assisi Catholic Church January 2006 - July 2009
Edward Jones March 2004 - July 2008
Travelers Insurance July 1990 - March 2004
Skills
Small Business, Customer Service, Insurance, Public Speaking, Strategic Financial..., Strategic Planning, Sales, Marketing, Team Building, Investments, Budgets, Retirement Planning, Event Planning, Marketing Strategy, Public Relations, Life Insurance, Social Media, Entrepreneurship, Time Management, Advertising, Account Management, Recruiting, Marketing Communications, Sales Management, Business Planning, Leadership, CRM, Contract Negotiation, Training, Business Development, Direct Sales, Retail, Social Networking, Strategy, Customer Satisfaction, Employee Benefits, Leadership Development, Coaching, Financial Analysis, Social Media Marketing, Online Advertising, Business Strategy, Negotiation, Team Leadership, Real Estate, Event Management, New Business Development, Wealth Management, Finance, Selling
Education
Oklahoma State University 1982 — 1986
BS, Public Relations
Attic and Filter Services July 2010 - Present
Amerprise Financial August 2008 - July 2010
St Francis of Assisi Catholic Church January 2006 - July 2009
Edward Jones March 2004 - July 2008
Travelers Insurance July 1990 - March 2004
Skills
Small Business, Customer Service, Insurance, Public Speaking, Strategic Financial..., Strategic Planning, Sales, Marketing, Team Building, Investments, Budgets, Retirement Planning, Event Planning, Marketing Strategy, Public Relations, Life Insurance, Social Media, Entrepreneurship, Time Management, Advertising, Account Management, Recruiting, Marketing Communications, Sales Management, Business Planning, Leadership, CRM, Contract Negotiation, Training, Business Development, Direct Sales, Retail, Social Networking, Strategy, Customer Satisfaction, Employee Benefits, Leadership Development, Coaching, Financial Analysis, Social Media Marketing, Online Advertising, Business Strategy, Negotiation, Team Leadership, Real Estate, Event Management, New Business Development, Wealth Management, Finance, Selling
Education
Oklahoma State University 1982 — 1986
BS, Public Relations
Amber Soler Amber Soler's Amerprise Financial Experience September 2011 - July 2012
Job Medical Practice Professional
Industry Medical Practice
Experience
The Plastic Surgery Group January 2014 - February 2014
The Vascular Group, PLLC September 2012 - April 2013
Amerprise Financial September 2011 - July 2012
Citizens Bank October 2007 - January 2010
Skills
Administrative..., Banking, Customer Service, Data Entry, Health Insurance, Medial Office Duties, Microsoft Office, Administrative..., Outlook, Telephone Skills, Microsoft Excel, Process Scheduler, Medical Records, Fax, Filing
Education
The Sage Colleges-Sage College of Albany
Bachelor's Degree, Business Administration and Management, General
Bryant & Stratton College - Albany Campus 2012 — 2014
Associate of Arts and Sciences (AAS), Medical Administrative Assistant
The Plastic Surgery Group January 2014 - February 2014
The Vascular Group, PLLC September 2012 - April 2013
Amerprise Financial September 2011 - July 2012
Citizens Bank October 2007 - January 2010
Skills
Administrative..., Banking, Customer Service, Data Entry, Health Insurance, Medial Office Duties, Microsoft Office, Administrative..., Outlook, Telephone Skills, Microsoft Excel, Process Scheduler, Medical Records, Fax, Filing
Education
The Sage Colleges-Sage College of Albany
Bachelor's Degree, Business Administration and Management, General
Bryant & Stratton College - Albany Campus 2012 — 2014
Associate of Arts and Sciences (AAS), Medical Administrative Assistant
Jack Salvato, MS, MBA Jack Salvato, MS, MBA's Amerprise Financial Experience March 2003 - March 2006
Job President, Member at Salvato & Associates, LLC
Industry Management Consulting
Experience
Salvato & Associates, LLC October 2007 - Present
Upper Arlington Chamber of Commerce January 2012 - February 2014
Edward Jones June 2006 - May 2007
Amerprise Financial March 2003 - March 2006
Mansfield Plumbing Products June 1996 - July 1999
Scriptel Corporation 1994 - 1997
Abbott Laboratories July 1987 - December 1994
TechAmerica 1975 - 1979
TechAmerica 1972 - 1976
Skills
Executive Management, New Product Ideation, Profitability Analysis, New Business Development, Life Sciences, Creative Problem Solving, Market Research, Priority Management, Management Consulting, Interim Management, Strategic Planning, Business Planning, Entrepreneur, Small Business, Leadership Development, Business Strategy, Fundraising, Marketing Strategy, Financial Planning, Entrepreneurship, Trusted Business Advisor, Strategic Financial..., Product Development, Training, Sales, Management, Team Building, Sales Management, Advertising, Start-ups, CO-PA, Lifesciences, Strategy, Negotiation, Business Development, Marketing, Account Management, Budgets, Selling, Contract Negotiation, Analysis, B2B, Market Analysis, Sales Process, Direct Sales, Project Management, Finance, Public Speaking, Mergers & Acquisitions, Investments
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Marketing
University of Missouri-Kansas City 1967 — 1972
MS, Biology
Rockhurst University 1962 — 1967
AB, Chemistry
Bishop Ward High School 1958 — 1962
St Patrick Elementary 1954 — 1958
I graduated from 8th grade, Homework
Salvato & Associates, LLC October 2007 - Present
Upper Arlington Chamber of Commerce January 2012 - February 2014
Edward Jones June 2006 - May 2007
Amerprise Financial March 2003 - March 2006
Mansfield Plumbing Products June 1996 - July 1999
Scriptel Corporation 1994 - 1997
Abbott Laboratories July 1987 - December 1994
TechAmerica 1975 - 1979
TechAmerica 1972 - 1976
Skills
Executive Management, New Product Ideation, Profitability Analysis, New Business Development, Life Sciences, Creative Problem Solving, Market Research, Priority Management, Management Consulting, Interim Management, Strategic Planning, Business Planning, Entrepreneur, Small Business, Leadership Development, Business Strategy, Fundraising, Marketing Strategy, Financial Planning, Entrepreneurship, Trusted Business Advisor, Strategic Financial..., Product Development, Training, Sales, Management, Team Building, Sales Management, Advertising, Start-ups, CO-PA, Lifesciences, Strategy, Negotiation, Business Development, Marketing, Account Management, Budgets, Selling, Contract Negotiation, Analysis, B2B, Market Analysis, Sales Process, Direct Sales, Project Management, Finance, Public Speaking, Mergers & Acquisitions, Investments
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Marketing
University of Missouri-Kansas City 1967 — 1972
MS, Biology
Rockhurst University 1962 — 1967
AB, Chemistry
Bishop Ward High School 1958 — 1962
St Patrick Elementary 1954 — 1958
I graduated from 8th grade, Homework
Jessica Schaffer Jessica Schaffer's Amerprise Financial Experience October 2009 - April 2011
Job Office Manager at Regal Wine Company
Industry Wine and Spirits
Experience
Regal Wine Company July 2014 - Present
Regal Wine Company August 2012 - June 2014
Regal Wine Company August 2010 - August 2012
AMERPRISE FINANCIAL October 2009 - April 2011
Regal Wine Company 2010 - 2011
Best Buy July 2006 - June 2009
SCANDIA March 2003 - June 2006
Skills
Word, Excel, Outlook, Customer Service, Typing, PowerPoint, Microsoft Office, Data Entry, Windows, Internet Explorer, Telephone Skills, Problem Solving, Teamwork, Fax, English, 10 Key, Microsoft Word, Microsoft Excel, Customer Satisfaction, Time Management, Administrative..., Inventory Management, Retail, Sales, Event Planning
Education
Sonoma State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santa Rosa Junior College 2006 — 2010
AA, University Transfer
Santa Rosa Junior College 2006 — 2009
AA, Social; Behavioral Sciences
Regal Wine Company July 2014 - Present
Regal Wine Company August 2012 - June 2014
Regal Wine Company August 2010 - August 2012
AMERPRISE FINANCIAL October 2009 - April 2011
Regal Wine Company 2010 - 2011
Best Buy July 2006 - June 2009
SCANDIA March 2003 - June 2006
Skills
Word, Excel, Outlook, Customer Service, Typing, PowerPoint, Microsoft Office, Data Entry, Windows, Internet Explorer, Telephone Skills, Problem Solving, Teamwork, Fax, English, 10 Key, Microsoft Word, Microsoft Excel, Customer Satisfaction, Time Management, Administrative..., Inventory Management, Retail, Sales, Event Planning
Education
Sonoma State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santa Rosa Junior College 2006 — 2010
AA, University Transfer
Santa Rosa Junior College 2006 — 2009
AA, Social; Behavioral Sciences
Corey Skogrand, CFP®, ChFC®, CLU® Corey Skogrand, CFP®, ChFC®, CLU®'s Amerprise Financial Experience November 1996 - Present
Job Van der Hagen, Skogrand & Associates A Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Amerprise Financial November 1996 - Present
Education
Minnesota State University, Mankato 1990 — 1995
BA, Business Administration - Marketing
Amerprise Financial November 1996 - Present
Education
Minnesota State University, Mankato 1990 — 1995
BA, Business Administration - Marketing
Ayo Idowu Ayo Idowu's Amerprise Financial Experience 2009 - 2009
Job Electrical Engineer at Bonneville Power Adminstration
Industry Utilities
Experience
Bonneville Power Adminstration May 2011 - Present
Bodycote July 2010 - January 2011
SEH America May 2006 - April 2009
Amerprise Financial 2009 - 2009
Faith Center Church June 2008 - 2009
General Motors January 2005 - May 2006
General Motors January 2000 - December 2004
General Motors January 1995 - December 1999
Skills
Engineering, Project Planning, Program Management, Project Management, AutoCAD
Education
Kettering University
M.S., Manufacturing & Operations Management
University of Pittsburgh 1991 — 1995
B. S., Electrical Engineering
Bonneville Power Adminstration May 2011 - Present
Bodycote July 2010 - January 2011
SEH America May 2006 - April 2009
Amerprise Financial 2009 - 2009
Faith Center Church June 2008 - 2009
General Motors January 2005 - May 2006
General Motors January 2000 - December 2004
General Motors January 1995 - December 1999
Skills
Engineering, Project Planning, Program Management, Project Management, AutoCAD
Education
Kettering University
M.S., Manufacturing & Operations Management
University of Pittsburgh 1991 — 1995
B. S., Electrical Engineering
Kathryn Scheib Kathryn Scheib's Amerprise Financial Experience February 2005 - July 2007
Job Loan Servicing Specialist at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial January 2011 - Present
Softare Integrated Contracting December 2007 - November 2010
Amerprise Financial February 2005 - July 2007
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Mortgage Banking, Loan Origination, Consumer Lending, Underwriting, FHA, Commercial Banking, Financial Analysis, Refinance
Education
The University of Texas at San Antonio 1978 — 1983
Wells Fargo Financial January 2011 - Present
Softare Integrated Contracting December 2007 - November 2010
Amerprise Financial February 2005 - July 2007
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Mortgage Banking, Loan Origination, Consumer Lending, Underwriting, FHA, Commercial Banking, Financial Analysis, Refinance
Education
The University of Texas at San Antonio 1978 — 1983
LaJuan McIntyre's Amerprise Financial Experience May 2003 - December 2004
Job Legal Assistant at Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP
Industry Management Consulting
Experience
Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP, through Robert Half Legal June 2015 - Present
Jackson Lewis P.C. through Robert Half Legal May 2015 - June 2015
CenterPoint Legal Solutions, LLC through Robert Half Legal April 2015 - May 2015
Stinson Leonard Street LLP (Contract - Special Counsel) December 2014 - January 2015
Gassen Companies, Inc. December 2013 - November 2014
Various June 2011 - September 2013
Freeport West, Inc July 2008 - February 2010
Ameriprise Financial December 2004 - July 2008
Amerprise Financial May 2003 - December 2004
United States Department of Agriculture (APHIS) August 2002 - May 2003
Skills
Legal Research, Legal Writing, Westlaw, Legal Assistance, Litigation Support, Microsoft Office, Administrative..., Calendaring, Research, Project Management, Outlook, Non-profits, Notary Public, Leadership, Public Speaking, Nonprofits, Human Resources, Analysis
Education
Globe University 2010 — 2011
Post-Baccalaureate Certificate
Bethel University 2004 — 2006
Master of Arts
Bethel College 1998 — 2001
Bachelor of Arts
Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP, through Robert Half Legal June 2015 - Present
Jackson Lewis P.C. through Robert Half Legal May 2015 - June 2015
CenterPoint Legal Solutions, LLC through Robert Half Legal April 2015 - May 2015
Stinson Leonard Street LLP (Contract - Special Counsel) December 2014 - January 2015
Gassen Companies, Inc. December 2013 - November 2014
Various June 2011 - September 2013
Freeport West, Inc July 2008 - February 2010
Ameriprise Financial December 2004 - July 2008
Amerprise Financial May 2003 - December 2004
United States Department of Agriculture (APHIS) August 2002 - May 2003
Skills
Legal Research, Legal Writing, Westlaw, Legal Assistance, Litigation Support, Microsoft Office, Administrative..., Calendaring, Research, Project Management, Outlook, Non-profits, Notary Public, Leadership, Public Speaking, Nonprofits, Human Resources, Analysis
Education
Globe University 2010 — 2011
Post-Baccalaureate Certificate
Bethel University 2004 — 2006
Master of Arts
Bethel College 1998 — 2001
Bachelor of Arts
Steve Curren's Amerprise Financial Experience 2004 - 2005
Job Auto/Home/Life/Health/Commercial/Mortgage Loans/Investments
Industry Financial Services
Experience
Steve Curren State Farm Insurance 2006 - Present
Amerprise Financial 2004 - 2005
Iowa State Patrol 2000 - 2004
Skills
Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, Disability Insurance, Umbrella Insurance, Whole Life, Small Business, Leadership, Life Insurance, Customer Service, Term Life Insurance, Universal Life, Liability, Team Building, Marketing, Customer Retention, Sales, Workers Compensation, Long-term Care, Casualty, Long Term Care Insurance, Retirement Planning, New Business Development, Legal Liability, Fixed Annuities
Education
Iowa State University 1996 — 2000
Steve Curren State Farm Insurance 2006 - Present
Amerprise Financial 2004 - 2005
Iowa State Patrol 2000 - 2004
Skills
Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, Disability Insurance, Umbrella Insurance, Whole Life, Small Business, Leadership, Life Insurance, Customer Service, Term Life Insurance, Universal Life, Liability, Team Building, Marketing, Customer Retention, Sales, Workers Compensation, Long-term Care, Casualty, Long Term Care Insurance, Retirement Planning, New Business Development, Legal Liability, Fixed Annuities
Education
Iowa State University 1996 — 2000
Dan Bonicatto's Amerprise Financial Experience 1997 - 2008
Job Sr. Training Consultant at Ameriprise Financial Services, Inc.
Industry E-Learning
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Bonicatto ID & Development, LLC February 2009 - Present
Ameriprise Financial December 1997 - December 2008
Amerprise Financial 1997 - 2008
The Toro Company 1993 - 1997
The Toro Company 1993 - 1997
Northwest Airlines 1989 - 1993
CPT Corp 1982 - 1986
Skills
Captivate, E-learning, Lectora, Instructional Design, Flash, ActionScript, WebEx, Classroom Instruction, Virtual, ADDIE, Web-based Training, E-learning Development, Instructor-led Training, Blended Learning, Online Training, Classroom, E-Learning, Training Delivery, Distance Learning, Learning Management, Training, Needs Analysis, Strategy, Adult Education, Content Development, Instructional Technology, Employee Training, Consulting, Technical Training, Workshop Facilitation, Learning Management..., Technical Writing, Leadership Development, Performance Improvement, Multimedia, Performance Consulting, Presenter, Camtasia, SnagIt, Organizational..., Organizational...
Education
Capella University 2003 — 2006
St. Cloud State University 1979 — 1982
bs, mass communications
Ameriprise Financial Services, Inc. November 2012 - Present
Bonicatto ID & Development, LLC February 2009 - Present
Ameriprise Financial December 1997 - December 2008
Amerprise Financial 1997 - 2008
The Toro Company 1993 - 1997
The Toro Company 1993 - 1997
Northwest Airlines 1989 - 1993
CPT Corp 1982 - 1986
Skills
Captivate, E-learning, Lectora, Instructional Design, Flash, ActionScript, WebEx, Classroom Instruction, Virtual, ADDIE, Web-based Training, E-learning Development, Instructor-led Training, Blended Learning, Online Training, Classroom, E-Learning, Training Delivery, Distance Learning, Learning Management, Training, Needs Analysis, Strategy, Adult Education, Content Development, Instructional Technology, Employee Training, Consulting, Technical Training, Workshop Facilitation, Learning Management..., Technical Writing, Leadership Development, Performance Improvement, Multimedia, Performance Consulting, Presenter, Camtasia, SnagIt, Organizational..., Organizational...
Education
Capella University 2003 — 2006
St. Cloud State University 1979 — 1982
bs, mass communications
Mark Janda's Amerprise Financial Experience 2006 - 2007
Job Program Manager, Interim Executive, Architect and Strategist
Industry Information Technology and Services
Experience
Faulise, Janda & Docherty September 2012 - Present
Faulise, Janda & Docherty January 2012 - Present
Faulise, Janda & Docherty March 1996 - Present
Chicago Mac Race 2014 - 2015
Engagepoint 2013 - 2013
Bluestem Brands 2012 - 2012
Best Buy 2007 - March 2011
Amerprise Financial 2006 - 2007
Ameriprise Financial 2006 - 2007
The Toro Company 1989 - 2006
Skills
Process Improvement, Program Management, Management, Vendor Management, PMO, Project Management, Strategy, Business Strategy, Product Development, Team Leadership, IT Strategy, Business Analysis, Management Consulting, Disaster Recovery, Leadership, Strategic Planning, Team Building, Analysis, Integration, Project Planning, Change Management, Business Process, Business Process..., Cross-functional Team..., Business Intelligence
Education
Luther College 1971 — 1975
Bachelor of Arts, Music Performance
Burnsville High School 1969 — 1971
Faulise, Janda & Docherty September 2012 - Present
Faulise, Janda & Docherty January 2012 - Present
Faulise, Janda & Docherty March 1996 - Present
Chicago Mac Race 2014 - 2015
Engagepoint 2013 - 2013
Bluestem Brands 2012 - 2012
Best Buy 2007 - March 2011
Amerprise Financial 2006 - 2007
Ameriprise Financial 2006 - 2007
The Toro Company 1989 - 2006
Skills
Process Improvement, Program Management, Management, Vendor Management, PMO, Project Management, Strategy, Business Strategy, Product Development, Team Leadership, IT Strategy, Business Analysis, Management Consulting, Disaster Recovery, Leadership, Strategic Planning, Team Building, Analysis, Integration, Project Planning, Change Management, Business Process, Business Process..., Cross-functional Team..., Business Intelligence
Education
Luther College 1971 — 1975
Bachelor of Arts, Music Performance
Burnsville High School 1969 — 1971
Kristina Eisnor's Amerprise Financial Experience August 2006 - December 2008
Job Chief Compliance Officer at Boston Common Asset Management
Industry Financial Services
Experience
Boston Common Asset Management January 2013 - Present
Numeric Investors November 2010 - January 2013
Numeric Investors August 2009 - November 2010
Rampart Investment Management March 2009 - August 2009
Amerprise Financial August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
PanAgora Asset Management January 2005 - July 2006
Quant Funds June 1999 - December 2004
US Boston Capital Corp. June 1999 - December 2004
Skills
FINRA, Series 7, Broker-Dealer, Alternative Investments, Securities, Asset Managment, AML, Investment Management, Series 63, Bank Secrecy Act, Investment Advisers Act, KYC, Investment Company Act
Education
Northeastern University 1998 — 2000
M.S., Criminal Justice
The George Washington University 1991 — 1995
BS, Political Science
Norwell High School
Boston Common Asset Management January 2013 - Present
Numeric Investors November 2010 - January 2013
Numeric Investors August 2009 - November 2010
Rampart Investment Management March 2009 - August 2009
Amerprise Financial August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
PanAgora Asset Management January 2005 - July 2006
Quant Funds June 1999 - December 2004
US Boston Capital Corp. June 1999 - December 2004
Skills
FINRA, Series 7, Broker-Dealer, Alternative Investments, Securities, Asset Managment, AML, Investment Management, Series 63, Bank Secrecy Act, Investment Advisers Act, KYC, Investment Company Act
Education
Northeastern University 1998 — 2000
M.S., Criminal Justice
The George Washington University 1991 — 1995
BS, Political Science
Norwell High School
Matthew D. Sams, CFP, ChFC, CLU, MSM's Amerprise Financial Experience July 1997 - June 2014
Job Investment Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Amerprise Financial July 1997 - June 2014
Skills
Saving for Education, Retirement Planning, Series 7, Wealth Management, 401k Rollovers, Asset Allocation, Retirement, Investment Advisory, Financial Advisory, Mutual Funds, Series 63, Strategic Financial..., Estate Planning, Financial Goals, Investment Strategies, Investments, IRAs, Fixed Annuities
Education
National Louis University 1995 — 1999
MSM, Management
University of Central Florida 1988 — 1993
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. June 2014 - Present
Amerprise Financial July 1997 - June 2014
Skills
Saving for Education, Retirement Planning, Series 7, Wealth Management, 401k Rollovers, Asset Allocation, Retirement, Investment Advisory, Financial Advisory, Mutual Funds, Series 63, Strategic Financial..., Estate Planning, Financial Goals, Investment Strategies, Investments, IRAs, Fixed Annuities
Education
National Louis University 1995 — 1999
MSM, Management
University of Central Florida 1988 — 1993
Bachelor of Science (B.S.), Finance
Craig Allman's Amerprise Financial Experience August 2009 - Present
Job at Amerprise Financial
Industry Computer Hardware
Experience
Ameriprise Financial Services, Inc. August 2009 - Present
Amerprise Financial August 2009 - Present
American Express March 1994 - December 1999
Education
Minnesota School of Business 1985 — 1987
Ameriprise Financial Services, Inc. August 2009 - Present
Amerprise Financial August 2009 - Present
American Express March 1994 - December 1999
Education
Minnesota School of Business 1985 — 1987
Vicki Haverland's Amerprise Financial Experience October 2011 - Present
Job Director Professional Development Programs at Amerprise Financial
Industry Financial Services
Experience
Amerprise Financial October 2011 - Present
Ameriprise Financial May 2007 - October 2011
United Health Care July 2006 - May 2007
Northwest Airlines January 1996 - August 2006
Education
North Dakota State University 1987 — 1991
Psychology
Amerprise Financial October 2011 - Present
Ameriprise Financial May 2007 - October 2011
United Health Care July 2006 - May 2007
Northwest Airlines January 1996 - August 2006
Education
North Dakota State University 1987 — 1991
Psychology
Gene Elliott's Amerprise Financial Experience May 2005 - April 2007
Job Paraplanner/Planning Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Minkoff & Associates August 2009 - Present
Citigroup April 2007 - December 2008
Amerprise Financial May 2005 - April 2007
Ameriprise Financial July 1999 - May 2005
Ameriprise Financial October 1996 - July 1999
Skills
High Net Worth..., Strategic Financial..., Mutual Funds, Series 7, Wealth Management
Education
University of Minnesota-Twin Cities
Minkoff & Associates August 2009 - Present
Citigroup April 2007 - December 2008
Amerprise Financial May 2005 - April 2007
Ameriprise Financial July 1999 - May 2005
Ameriprise Financial October 1996 - July 1999
Skills
High Net Worth..., Strategic Financial..., Mutual Funds, Series 7, Wealth Management
Education
University of Minnesota-Twin Cities
Theresa Lendway's Amerprise Financial Experience January 2000 - January 2006
Job Office Manager with Stone Arch Private Wealth, a private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Stone Arch Prive Wealth May 2013 - Present
Wells Fargo - IRT July 2011 - May 2012
CoreLogic Valuations Services, LLC June 2010 - June 2011
Ameriprise Financial, formerly American Express February 1998 - May 2009
Ameriprise Financial, formerly American Express January 1998 - January 2009
Ameriprise Financial January 2000 - January 2006
Amerprise Financial January 2000 - January 2006
Ameriprise Financial January 1998 - January 2000
Amerprise Financial January 1998 - January 2000
DCA January 1995 - January 1998
Skills
Project Management, AML, Disaster Recovery, Risk Management, Insurance, Call Center, Software Documentation, Visio, Process Improvement, Access, Microsoft Office, FINRA, Leadership, Budgets, Strategic Planning, Finance, Microsoft Excel, Financial Services, Customer Service, Management
Education
St Thomas University 2009 — 2009
Mini MBA, Business, Management, Marketing, and Related Support Services
University of Saint Thomas - School of Business 2009 — 2009
Mini MBA, Business/Commerce, General
University of Wisconsin-Superior 1984 — 1985
Bachelor's degree, Communication, General
Metropolitan State University
BA, Communications
Metropolitan State University
BA; MBA, Communications
Stone Arch Prive Wealth May 2013 - Present
Wells Fargo - IRT July 2011 - May 2012
CoreLogic Valuations Services, LLC June 2010 - June 2011
Ameriprise Financial, formerly American Express February 1998 - May 2009
Ameriprise Financial, formerly American Express January 1998 - January 2009
Ameriprise Financial January 2000 - January 2006
Amerprise Financial January 2000 - January 2006
Ameriprise Financial January 1998 - January 2000
Amerprise Financial January 1998 - January 2000
DCA January 1995 - January 1998
Skills
Project Management, AML, Disaster Recovery, Risk Management, Insurance, Call Center, Software Documentation, Visio, Process Improvement, Access, Microsoft Office, FINRA, Leadership, Budgets, Strategic Planning, Finance, Microsoft Excel, Financial Services, Customer Service, Management
Education
St Thomas University 2009 — 2009
Mini MBA, Business, Management, Marketing, and Related Support Services
University of Saint Thomas - School of Business 2009 — 2009
Mini MBA, Business/Commerce, General
University of Wisconsin-Superior 1984 — 1985
Bachelor's degree, Communication, General
Metropolitan State University
BA, Communications
Metropolitan State University
BA; MBA, Communications
John Gubanich's Amerprise Financial Experience 2003 - 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Symphony Financial Services-Securties offered through LPL Financial FINRA/SIPC Member June 2009 - July 2014
UBS Wealth Management 2003 - 2006
Amerprise Financial 2003 - 2005
nash finch 2000 - 2002
Giant Eagle 1998 - 2000
Purity Wholesale Grocers 1994 - 1997
Fleming Foods 1990 - 1994
Grocer Supply 1981 - 1990
Education
John Carroll University 2005 — 2006
Certified Financial Planning
Baldwin Wallace University 1970 — 1975
Byzantine Catholic h.S.
case western reserve
Ameriprise Financial Services, Inc. August 2014 - Present
Symphony Financial Services-Securties offered through LPL Financial FINRA/SIPC Member June 2009 - July 2014
UBS Wealth Management 2003 - 2006
Amerprise Financial 2003 - 2005
nash finch 2000 - 2002
Giant Eagle 1998 - 2000
Purity Wholesale Grocers 1994 - 1997
Fleming Foods 1990 - 1994
Grocer Supply 1981 - 1990
Education
John Carroll University 2005 — 2006
Certified Financial Planning
Baldwin Wallace University 1970 — 1975
Byzantine Catholic h.S.
case western reserve
Beth Anne Clayton's Amerprise Financial Experience August 2007 - January 2010
Job Assistant and Marketing Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
Edward Jones January 2010 - May 2010
Amerprise Financial August 2007 - January 2010
Freed-Hardeman University June 2002 - May 2006
Skills
Event Planning, Public Speaking, Customer Service, Insurance, Strategic Planning, Marketing Strategy, Social Media, Public Relations, Microsoft Excel, Microsoft Office, Banking, Mutual Funds, Fundraising, Marketing Communications, Social Media Marketing, PowerPoint, Leadership Development, Microsoft Word
Education
Freed-Hardeman University 2000 — 2002
Master, Education
Freed-Hardeman University 1996 — 2000
BS, Marketing
Ameriprise Financial August 2010 - Present
Edward Jones January 2010 - May 2010
Amerprise Financial August 2007 - January 2010
Freed-Hardeman University June 2002 - May 2006
Skills
Event Planning, Public Speaking, Customer Service, Insurance, Strategic Planning, Marketing Strategy, Social Media, Public Relations, Microsoft Excel, Microsoft Office, Banking, Mutual Funds, Fundraising, Marketing Communications, Social Media Marketing, PowerPoint, Leadership Development, Microsoft Word
Education
Freed-Hardeman University 2000 — 2002
Master, Education
Freed-Hardeman University 1996 — 2000
BS, Marketing
Aulton Kohn Jr.'s Amerprise Financial Experience August 2006 - December 2006
Job Development CoordinatorArgyros School of Business & Economics
Industry Program Development
Experience
Chapman University August 2015 - Present
Redline Athletics November 2011 - August 2015
Longwood University August 2009 - March 2010
Milton J. Rubenstein Museum of Science & Technology January 2009 - May 2009
Syracuse University Athletic Department August 2008 - May 2009
Amerprise Financial August 2006 - December 2006
Skills
Public Speaking, Athletics, Sports, Baseball, Market Research, Event Planning, Microsoft Office, Marketing, Social Media, Strength Training, Sports Management, Customer Service
Education
Syracuse University 2007 — 2009
M.S., Information Management
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Marketing
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Finance
Chapman University August 2015 - Present
Redline Athletics November 2011 - August 2015
Longwood University August 2009 - March 2010
Milton J. Rubenstein Museum of Science & Technology January 2009 - May 2009
Syracuse University Athletic Department August 2008 - May 2009
Amerprise Financial August 2006 - December 2006
Skills
Public Speaking, Athletics, Sports, Baseball, Market Research, Event Planning, Microsoft Office, Marketing, Social Media, Strength Training, Sports Management, Customer Service
Education
Syracuse University 2007 — 2009
M.S., Information Management
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Marketing
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Finance
Vance Gray, Jr. CFP's Amerprise Financial Experience September 1991 - December 2006
Job President, VanceGray Wealth Management, Inc.
Industry Investment Management
Experience
VanceGray Wealth Management, Inc. January 2007 - Present
Amerprise Financial September 1991 - December 2006
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Retirement Planning, Investment Advisory, Series 63, 401k, Fixed Annuities, Insurance
Education
College of Financial Planning 1994 — 1997
Certified Financial Planner, Finance and Financial Management Services
University of Maine 1979 — 1983
B.A., Journalism/Advertising
Brewer High School
VanceGray Wealth Management, Inc. January 2007 - Present
Amerprise Financial September 1991 - December 2006
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Retirement Planning, Investment Advisory, Series 63, 401k, Fixed Annuities, Insurance
Education
College of Financial Planning 1994 — 1997
Certified Financial Planner, Finance and Financial Management Services
University of Maine 1979 — 1983
B.A., Journalism/Advertising
Brewer High School
Pam Wetherbee's Amerprise Financial Experience August 2011 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
Amerprise Financial August 2011 - Present
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Series 7, Retirement, Insurance, Estate Planning, Fixed Annuities, Long-term Care
Education
Marist College 1985 — 1987
Bachelor of Science (B.S.), Computer Science
Amerprise Financial August 2011 - Present
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Series 7, Retirement, Insurance, Estate Planning, Fixed Annuities, Long-term Care
Education
Marist College 1985 — 1987
Bachelor of Science (B.S.), Computer Science
James Tuzeneu's Amerprise Financial Experience 2011 - 2015
Job Freelance Web and Graphic Designer
Industry Design
Experience
Jim's Creative Web Design December 2011 - Present
St. Mary's Parish Center November 2012 - Present
All Saints Regional Catholic School February 2007 - Present
Amerprise Financial 2011 - 2015
Amerprise Financial 2011 - 2015
Amerprise Financial 2011 - 2015
TD Bank February 2008 - November 2012
VNU Business Media May 2004 - January 2007
The Johnson Corporation November 1999 - March 2000
Skills
Banking, Web Design, Dreamweaver, HTML, CSS, Photoshop, Adobe Creative Suite, Visual Basic, C/C++ STL, Java, JavaScript, VBA, SQL, Microsoft Office, Chessmaster, Lotus Notes, IBM AS/400, Windows, PHP, SEO, Flash, Adobe Acrobat
Education
Ocean County College 2011 — 2011
Web Design Specialist Certification, Adult and Continuing Education and Teaching
Brick Computer Science Institute 2001 — 2002
Programming Degree Certificate, Computer Programming, 4.0
Kalamzoo Valley Communtiy College 1997 — 2000
Associate of Arts and Sciences (AAS), Computer and Information Systems
School name:
Bachelor of Science, Monmouth University
Jim's Creative Web Design December 2011 - Present
St. Mary's Parish Center November 2012 - Present
All Saints Regional Catholic School February 2007 - Present
Amerprise Financial 2011 - 2015
Amerprise Financial 2011 - 2015
Amerprise Financial 2011 - 2015
TD Bank February 2008 - November 2012
VNU Business Media May 2004 - January 2007
The Johnson Corporation November 1999 - March 2000
Skills
Banking, Web Design, Dreamweaver, HTML, CSS, Photoshop, Adobe Creative Suite, Visual Basic, C/C++ STL, Java, JavaScript, VBA, SQL, Microsoft Office, Chessmaster, Lotus Notes, IBM AS/400, Windows, PHP, SEO, Flash, Adobe Acrobat
Education
Ocean County College 2011 — 2011
Web Design Specialist Certification, Adult and Continuing Education and Teaching
Brick Computer Science Institute 2001 — 2002
Programming Degree Certificate, Computer Programming, 4.0
Kalamzoo Valley Communtiy College 1997 — 2000
Associate of Arts and Sciences (AAS), Computer and Information Systems
School name:
Bachelor of Science, Monmouth University
Clifford Jardine's Amerprise Financial Experience 2006 - 2010
Job Retired at Home
Industry Computer Software
Experience
Home May 2008 - Present
GWOM 2011 - 2013
Amerprise Financial 2006 - 2010
Computer Sciences Corporation September 1979 - May 2007
Skills
SDLC, DB2, Business Analysis, IT Strategy, Integration, Requirements Analysis, Visio, COBOL, SharePoint, PMP, Software Development, JCL, CICS, Software Project..., Program Management, Project Management, Solution Architecture, Business Intelligence, Process Improvement, Windows, Web Services, Leadership, Oracle, SQL, Software Documentation, Requirements Gathering, IT Management, Disaster Recovery, Enterprise Architecture, Systems Analysis, PMO, Databases, Business Process, Information Technology, Business Process..., Enterprise Software, ITIL, Project Portfolio..., Security, Resource Management, IT Operations, Data Center, Governance, Vendor Management, Data Warehousing, Quality Assurance, IT Service Management, CRM, SaaS
Education
North Dakota State University 1964 — 1968
Master of Arts (MA), Political Science and Government
Home May 2008 - Present
GWOM 2011 - 2013
Amerprise Financial 2006 - 2010
Computer Sciences Corporation September 1979 - May 2007
Skills
SDLC, DB2, Business Analysis, IT Strategy, Integration, Requirements Analysis, Visio, COBOL, SharePoint, PMP, Software Development, JCL, CICS, Software Project..., Program Management, Project Management, Solution Architecture, Business Intelligence, Process Improvement, Windows, Web Services, Leadership, Oracle, SQL, Software Documentation, Requirements Gathering, IT Management, Disaster Recovery, Enterprise Architecture, Systems Analysis, PMO, Databases, Business Process, Information Technology, Business Process..., Enterprise Software, ITIL, Project Portfolio..., Security, Resource Management, IT Operations, Data Center, Governance, Vendor Management, Data Warehousing, Quality Assurance, IT Service Management, CRM, SaaS
Education
North Dakota State University 1964 — 1968
Master of Arts (MA), Political Science and Government
Stephenie Cattonar's Amerprise Financial Experience December 2006 - January 2008
Job Risk Analyst at IntercontinentalExchange
Industry Financial Services
Experience
IntercontinentalExchange, Inc. May 2014 - Present
AVS Asset Management October 2011 - May 2014
Portsmouth Settlement Company February 2008 - October 2011
Amerprise Financial December 2006 - January 2008
Metropolitan Police Department September 2005 - May 2006
Skills
Life Settlements, Account Management, Consultative Selling, Price Optimization, Notary Public, Customer Relations, Risk Assessment, Pricing Analysis, New Business Development, PowerPoint, Portfolio Management, Excel, Microsoft Office, Milliman, Model Actuarial Pricing..., Licensing, Small Business, Financial Planning, Morningstar, Bloomberg, Insurance, Asset Management, Pricing Negotiation, Cold Calling, Asset Managment, Strategic Financial..., Customer Service, Microsoft Excel, Investments, Private Equity, Mergers & Acquisitions, Fixed Annuities, Marketing Strategy, Pricing Strategy, Selling, CRM, Trading, Risk Management, Life Insurance, Finance, Valuation, Negotiation, Alternative Investments, Management, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2016
Master of Business Administration (MBA), Enterprise Risk Management - Finance
American University 2004 — 2007
Bachelor of Business and Justice, Finance & Real Estate and Criminology
IntercontinentalExchange, Inc. May 2014 - Present
AVS Asset Management October 2011 - May 2014
Portsmouth Settlement Company February 2008 - October 2011
Amerprise Financial December 2006 - January 2008
Metropolitan Police Department September 2005 - May 2006
Skills
Life Settlements, Account Management, Consultative Selling, Price Optimization, Notary Public, Customer Relations, Risk Assessment, Pricing Analysis, New Business Development, PowerPoint, Portfolio Management, Excel, Microsoft Office, Milliman, Model Actuarial Pricing..., Licensing, Small Business, Financial Planning, Morningstar, Bloomberg, Insurance, Asset Management, Pricing Negotiation, Cold Calling, Asset Managment, Strategic Financial..., Customer Service, Microsoft Excel, Investments, Private Equity, Mergers & Acquisitions, Fixed Annuities, Marketing Strategy, Pricing Strategy, Selling, CRM, Trading, Risk Management, Life Insurance, Finance, Valuation, Negotiation, Alternative Investments, Management, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2016
Master of Business Administration (MBA), Enterprise Risk Management - Finance
American University 2004 — 2007
Bachelor of Business and Justice, Finance & Real Estate and Criminology
Brandon Farquharson's Amerprise Financial Experience May 2014 - July 2014
Job Student at State University of New York at Binghamton
Industry Financial Services
Experience
Binghamton University September 2012 - May 2015
Amerprise Financial May 2014 - July 2014
Glatfelter January 2014 - March 2014
Vanderbilt YMCA January 2011 - January 2013
Abercrombie & Fitch January 2010 - January 2011
Abraham House January 2009 - January 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Adobe Photoshop, Adobe Illustrator, Merchandising, Matlab, EViews, Outlook, QuickBooks
Education
Binghamton University 2011 — 2015
Bachelor's degree, Economics
State University of New York at Binghamton 2011 — 2015
Economics
KIPP Academy
Binghamton University September 2012 - May 2015
Amerprise Financial May 2014 - July 2014
Glatfelter January 2014 - March 2014
Vanderbilt YMCA January 2011 - January 2013
Abercrombie & Fitch January 2010 - January 2011
Abraham House January 2009 - January 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Adobe Photoshop, Adobe Illustrator, Merchandising, Matlab, EViews, Outlook, QuickBooks
Education
Binghamton University 2011 — 2015
Bachelor's degree, Economics
State University of New York at Binghamton 2011 — 2015
Economics
KIPP Academy
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.