IDS Financial Services
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,
IDS Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IDS Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
IDS Financial Services Salaries. You can even request information on how much does IDS Financial Services pay if you want to. Learn about salaries, pros and cons of working for IDS Financial Services directly from the past employees.
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IDS Financial Services Employees
Employee
Years
Job
Industry
Jurhee Ivy Jurhee Ivy's IDS Financial Services Experience 1989 - 1991
Job President at GEMCO Pelletizing Dies & Machining
Industry Mechanical or Industrial Engineering
Experience
GEMCO Pelletizing Dies & Machining 1991 - Present
IDS Financial Services 1989 - 1991
Various Hospitals in the Dallas/Fort Worth Area 1971 - 1989
Skills
Product Development, Engineering, Manufacturing, Process Improvement, Strategic Planning, Project Management, Team Building, Program Management, Microsoft Excel, New Business Development, Awesomeness, Budgets
Education
Abilene Christian University 1959 — 1961
English, Secondary Education
Odessa College 1970 — 1972
Associate of Arts and Sciences (AAS), Respiratory Care Therapy/Therapist
GEMCO Pelletizing Dies & Machining 1991 - Present
IDS Financial Services 1989 - 1991
Various Hospitals in the Dallas/Fort Worth Area 1971 - 1989
Skills
Product Development, Engineering, Manufacturing, Process Improvement, Strategic Planning, Project Management, Team Building, Program Management, Microsoft Excel, New Business Development, Awesomeness, Budgets
Education
Abilene Christian University 1959 — 1961
English, Secondary Education
Odessa College 1970 — 1972
Associate of Arts and Sciences (AAS), Respiratory Care Therapy/Therapist
Bill Honey Bill Honey's IDS Financial Services Experience June 1982 - January 1986
Job Financial Advisor and Certified Financial Planner at FSC Securities
Industry Financial Services
Experience
FSC Securities July 1994 - Present
FSC Securities January 1986 - Present
IDS Financial Services June 1982 - January 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Oklahoma 1976 — 1978
Bachelor's Degree
Northeastern Oklahoma A&M College 1974 — 1976
Associate's Degree
FSC Securities July 1994 - Present
FSC Securities January 1986 - Present
IDS Financial Services June 1982 - January 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Oklahoma 1976 — 1978
Bachelor's Degree
Northeastern Oklahoma A&M College 1974 — 1976
Associate's Degree
Monica Reichl Monica Reichl's IDS Financial Services Experience January 1989 - August 1991
Job Actor, Journalist, Educator, Director
Industry Performing Arts
Experience
Hemet Unified School District August 2007 - Present
Inland Stage Company January 2002 - June 2013
Ramona Bowl Amphitheatre January 2007 - December 2007
Mt. San Jacinto College January 2001 - December 2007
The Valley Chronicle February 2003 - August 2007
Ramona Bowl Amphitheatre January 2002 - December 2004
RamPage Telepublishing August 1995 - August 1998
DSP Solutions September 1994 - June 1995
Jackson Mitchell Ltd June 1993 - August 1994
IDS Financial Services January 1989 - August 1991
Skills
Public Speaking, Copy Editing, Technical Writing, Publicity, Public Relations, Directing, Acting, Training, Layout, Theatre History, Teaching, Editing, Program Development, Drama, Theatre, Storytelling, Creative Writing, Improvisation, Management, Musical Theatre, Music, Community Outreach, Nonprofits, Screenwriting, Dance, Grant Writing, Curriculum Development, Classroom, Fundraising, Social Media Marketing, Film, Singing, Curriculum Design, Photography, Event Management, Social Media, Journalism, Staff Development, Performing Arts, Instructional Technology, Tutoring, Teacher Training, Blogging, Social Networking, Scenic Painting, Instructional Design, Shakespeare, Access, Educational Leadership, Playwriting
Education
National University 2004 — 2006
Credential, Secondary Education
San Francisco State University 1997 — 2000
Masters, Theatre Arts
Westmont College 1990 — 1993
Bachelor of Arts, Theatre Arts, Spanish
West Valley College 1989 — 1990
Hemet Unified School District August 2007 - Present
Inland Stage Company January 2002 - June 2013
Ramona Bowl Amphitheatre January 2007 - December 2007
Mt. San Jacinto College January 2001 - December 2007
The Valley Chronicle February 2003 - August 2007
Ramona Bowl Amphitheatre January 2002 - December 2004
RamPage Telepublishing August 1995 - August 1998
DSP Solutions September 1994 - June 1995
Jackson Mitchell Ltd June 1993 - August 1994
IDS Financial Services January 1989 - August 1991
Skills
Public Speaking, Copy Editing, Technical Writing, Publicity, Public Relations, Directing, Acting, Training, Layout, Theatre History, Teaching, Editing, Program Development, Drama, Theatre, Storytelling, Creative Writing, Improvisation, Management, Musical Theatre, Music, Community Outreach, Nonprofits, Screenwriting, Dance, Grant Writing, Curriculum Development, Classroom, Fundraising, Social Media Marketing, Film, Singing, Curriculum Design, Photography, Event Management, Social Media, Journalism, Staff Development, Performing Arts, Instructional Technology, Tutoring, Teacher Training, Blogging, Social Networking, Scenic Painting, Instructional Design, Shakespeare, Access, Educational Leadership, Playwriting
Education
National University 2004 — 2006
Credential, Secondary Education
San Francisco State University 1997 — 2000
Masters, Theatre Arts
Westmont College 1990 — 1993
Bachelor of Arts, Theatre Arts, Spanish
West Valley College 1989 — 1990
Kenneth Little Kenneth Little's IDS Financial Services Experience January 1990 - January 1991
Job Experienced mental health professional
Industry Mental Health Care
Experience
Health Care & Rehabilitation Services of S.E. Vermont December 2013 - Present
Bully Proof Me, Please! November 2010 - December 2013
Mad River Behavioral Health August 2003 - December 2013
Waterville Valley Elementary School August 2007 - July 2010
Mt Prospect Academy 2002 - 2003
Washington County Mental Health Services, Inc 1999 - 2002
The Home for Little Wanderers 1998 - 1999
Charles River Health Management, Inc January 1994 - July 1996
Advocates, Inc January 1992 - January 1994
IDS Financial Services January 1990 - January 1991
Skills
Psychotherapy, Mental Health Counseling, Adolescents, Mental Health, Family Therapy, Crisis Intervention, Behavioral Health, Behavior Management, Cognitive Therapy, Child Sexual Abuse, Sexual Trauma, ADHD, Emotional Disabilities, Interventions, Stress Management
Education
Tufts University
Master of Arts, School Psychology
Massachusetts College of Liberal Arts 1983 — 1988
BA, Psychology
Bridgton Academy 1981 — 1982
Diploma, College Prep.
Health Care & Rehabilitation Services of S.E. Vermont December 2013 - Present
Bully Proof Me, Please! November 2010 - December 2013
Mad River Behavioral Health August 2003 - December 2013
Waterville Valley Elementary School August 2007 - July 2010
Mt Prospect Academy 2002 - 2003
Washington County Mental Health Services, Inc 1999 - 2002
The Home for Little Wanderers 1998 - 1999
Charles River Health Management, Inc January 1994 - July 1996
Advocates, Inc January 1992 - January 1994
IDS Financial Services January 1990 - January 1991
Skills
Psychotherapy, Mental Health Counseling, Adolescents, Mental Health, Family Therapy, Crisis Intervention, Behavioral Health, Behavior Management, Cognitive Therapy, Child Sexual Abuse, Sexual Trauma, ADHD, Emotional Disabilities, Interventions, Stress Management
Education
Tufts University
Master of Arts, School Psychology
Massachusetts College of Liberal Arts 1983 — 1988
BA, Psychology
Bridgton Academy 1981 — 1982
Diploma, College Prep.
Jerry Toigo Jerry Toigo's IDS Financial Services Experience January 1993 - July 1996
Job Relationship Banker at Chase
Industry Banking
Experience
Chase Bank March 2015 - Present
COUNTRY ® Financial July 2012 - September 2014
VALIC September 2010 - July 2012
Genworth Financial May 2006 - February 2010
Genworth Financial January 2004 - May 2006
Hochman & Baker Securities October 2000 - January 2004
Prudential Securities August 1996 - October 2000
IDS Financial Services January 1993 - July 1996
Skills
Retirement, Retirement Planning, Financial Services, Series 7, Investments, Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Employee Benefits, Term Life Insurance, Retirement Income..., Property & Casualty..., Educational Funding, Insurance Planning, Commercial Insurance, Small Business Insurance, Umbrella Insurance, Budget Management, Health Insurance, Medicare, Finance, Wealth Management, Series 63, Financial Planning, Management
Education
Northwestern University
Bachelor's Degree, Political Science and History
Chase Bank March 2015 - Present
COUNTRY ® Financial July 2012 - September 2014
VALIC September 2010 - July 2012
Genworth Financial May 2006 - February 2010
Genworth Financial January 2004 - May 2006
Hochman & Baker Securities October 2000 - January 2004
Prudential Securities August 1996 - October 2000
IDS Financial Services January 1993 - July 1996
Skills
Retirement, Retirement Planning, Financial Services, Series 7, Investments, Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Employee Benefits, Term Life Insurance, Retirement Income..., Property & Casualty..., Educational Funding, Insurance Planning, Commercial Insurance, Small Business Insurance, Umbrella Insurance, Budget Management, Health Insurance, Medicare, Finance, Wealth Management, Series 63, Financial Planning, Management
Education
Northwestern University
Bachelor's Degree, Political Science and History
Nir Regev Nir Regev's IDS Financial Services Experience May 1986 - May 1988
Job Financial Advisor
Industry Financial Services
Experience
Regev Group May 1990 - Present
Merrill Lynch May 1988 - May 1990
IDS Financial Services May 1986 - May 1988
Skills
Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Financial Services, Alternative Investments, 1031 Exchanges, Oil/Gas, REIT, DST, Irrevocable Life..., Hebrew, Family Office, BDCs, Wealth Preservation...
Education
Missouri State University 1986 — 1988
Bachelor of Science (BS), Economics
University of Missouri-Columbia 1984 — 1986
Business/Commerce, General
Liberty High
Regev Group May 1990 - Present
Merrill Lynch May 1988 - May 1990
IDS Financial Services May 1986 - May 1988
Skills
Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Financial Services, Alternative Investments, 1031 Exchanges, Oil/Gas, REIT, DST, Irrevocable Life..., Hebrew, Family Office, BDCs, Wealth Preservation...
Education
Missouri State University 1986 — 1988
Bachelor of Science (BS), Economics
University of Missouri-Columbia 1984 — 1986
Business/Commerce, General
Liberty High
Jonathan Gaiser, CFA, MBA Jonathan Gaiser, CFA, MBA's IDS Financial Services Experience 1991 - 1993
Job Senior Vice President, Secondary Market Manager at Bank of the West
Industry Banking
Experience
Bank of the West March 2009 - Present
Sentry Insurance 2007 - 2009
MetaBank 2005 - 2007
Commercial Federal Bank 1993 - 2005
IDS Financial Services 1991 - 1993
Skills
Portfolio Management, Finance, Credit Analysis, Loans, Risk Management
Education
Fairfield University 1998 — 2000
National School of Banking, Community Banking
The George Washington University 1989 — 1991
Master of Business Administration (MBA), International Finance
St. Olaf College 1985 — 1989
Bachelor of Arts (BA), Economics
Bank of the West March 2009 - Present
Sentry Insurance 2007 - 2009
MetaBank 2005 - 2007
Commercial Federal Bank 1993 - 2005
IDS Financial Services 1991 - 1993
Skills
Portfolio Management, Finance, Credit Analysis, Loans, Risk Management
Education
Fairfield University 1998 — 2000
National School of Banking, Community Banking
The George Washington University 1989 — 1991
Master of Business Administration (MBA), International Finance
St. Olaf College 1985 — 1989
Bachelor of Arts (BA), Economics
Sheryl Olson Sheryl Olson's IDS Financial Services Experience March 1991 - April 1994
Job Financial Advisor at The Partners Group
Industry Financial Services
Experience
The Partners Group August 2006 - Present
The Partners Group August 2006 - December 2011
IPA Financial Advisors, Inc. April 1994 - August 2006
IDS Financial Services March 1991 - April 1994
Eastern Nebraska Community Office of Mental Health October 1986 - September 1990
Pioneer Hi-Bred International, Inc. January 1986 - June 1986
Youth Emergency Services, Inc. May 1984 - January 1986
Skills
Chartered Financial..., Holistic Financial..., Financial Goals, Retirement Planning, College Education..., Cash-flow Management, Personal Tax Planning, Estate Planning, Distribution Strategies, Investment Strategies, Wealth Management, Alternative Investment..., Asset Allocation, Qualified Retirement..., Life Insurance, Risk Management, Long Term Care Insurance, Establish & Maintain..., Disability Insurance, Coordination of...
Education
University of Nebraska at Omaha 1984 — 1986
MSW, Social Work
University of Nebraska at Omaha 1982 — 1984
BSSW, Social Work
North Park University 1980 — 1982
Psychology
The American College
ChFC, Financial Services
The Partners Group August 2006 - Present
The Partners Group August 2006 - December 2011
IPA Financial Advisors, Inc. April 1994 - August 2006
IDS Financial Services March 1991 - April 1994
Eastern Nebraska Community Office of Mental Health October 1986 - September 1990
Pioneer Hi-Bred International, Inc. January 1986 - June 1986
Youth Emergency Services, Inc. May 1984 - January 1986
Skills
Chartered Financial..., Holistic Financial..., Financial Goals, Retirement Planning, College Education..., Cash-flow Management, Personal Tax Planning, Estate Planning, Distribution Strategies, Investment Strategies, Wealth Management, Alternative Investment..., Asset Allocation, Qualified Retirement..., Life Insurance, Risk Management, Long Term Care Insurance, Establish & Maintain..., Disability Insurance, Coordination of...
Education
University of Nebraska at Omaha 1984 — 1986
MSW, Social Work
University of Nebraska at Omaha 1982 — 1984
BSSW, Social Work
North Park University 1980 — 1982
Psychology
The American College
ChFC, Financial Services
Monica B. Novak Monica B. Novak's IDS Financial Services Experience 1994 - 1995
Job Release Program Manager at Medtronic
Industry Consumer Goods
Experience
Medtronic April 2014 - Present
C2IT Consulting, Inc. July 2013 - April 2014
General Mills, Inc. January 1995 - July 2013
IDS Financial Services 1994 - 1995
The Pillsbury Company 1990 - 1994
Skills
Team Leadership, Team Management, Technical Management, Cross-functional Team..., Process Improvement, SAP, Project Management, Manufacturing, Change Management, Strategic Planning, R&D, Continuous Improvement, Leadership, Training, Service Delivery, ERP, Project Portfolio..., Technology Management, Integration, MS Project, Vendor Management, Project Planning, Team Building, Coaching, SDLC, Strategy, Business Process..., Budgets, Performance Management, Management, Sourcing, Product Development, Business Intelligence, Quality Assurance, Business Process, Sales Operations, Information Technology, Operations Management, Program Management, Software Documentation, Supply Chain Management, Analysis, SharePoint, Product Management, Process Engineering, Forecasting, Supply Chain, Account Management, Business Analysis
Education
University of Minnesota - Carlson School of Management 2003 — 2005
Masters of Technology, Technology, IT, Management, Business
University of Minnesota-Twin Cities 1983 — 1988
BA, Communication Studies
Medtronic April 2014 - Present
C2IT Consulting, Inc. July 2013 - April 2014
General Mills, Inc. January 1995 - July 2013
IDS Financial Services 1994 - 1995
The Pillsbury Company 1990 - 1994
Skills
Team Leadership, Team Management, Technical Management, Cross-functional Team..., Process Improvement, SAP, Project Management, Manufacturing, Change Management, Strategic Planning, R&D, Continuous Improvement, Leadership, Training, Service Delivery, ERP, Project Portfolio..., Technology Management, Integration, MS Project, Vendor Management, Project Planning, Team Building, Coaching, SDLC, Strategy, Business Process..., Budgets, Performance Management, Management, Sourcing, Product Development, Business Intelligence, Quality Assurance, Business Process, Sales Operations, Information Technology, Operations Management, Program Management, Software Documentation, Supply Chain Management, Analysis, SharePoint, Product Management, Process Engineering, Forecasting, Supply Chain, Account Management, Business Analysis
Education
University of Minnesota - Carlson School of Management 2003 — 2005
Masters of Technology, Technology, IT, Management, Business
University of Minnesota-Twin Cities 1983 — 1988
BA, Communication Studies
William D Stake William D Stake's IDS Financial Services Experience July 1985 - September 1990
Job Network Marketing Professional at WDS Marketing
Industry Environmental Services
Experience
WDS Marketing May 2012 - Present
Knight's Aiport Limosine Service October 2004 - Present
Oxford LIONS Club September 1985 - Present
FROST Manufacturing Corp September 2012 - July 2013
Marshall D Katz Insurance Agency November 1990 - March 2000
Commerce Bank 1998 - 2000
IDS Financial Services July 1985 - September 1990
Electric Shavers' Repair Center January 1975 - June 1985
P W Sherman, Inc. Office Furniture June 1969 - June 1974
Skills
New Business Development, Strategic Planning, Direct Sales, Sales Process, Self-driven, Outside Sales, Public Speaking, Trade Shows, Microsoft Office Xp, Structured yet Flexible, Contract Negotiation, Real Estate, Event Management, Insurance, Training, Sales Management, Social Media, Advertising, Account Management, Marketing, Online Marketing, Selling
Education
University of Oklahoma 1966 — 1968
North High School 1960 — 1962
College Preparatory
Worcester Boys' Trade High School 1955 — 1960
Electrician, Graduated
WDS Marketing May 2012 - Present
Knight's Aiport Limosine Service October 2004 - Present
Oxford LIONS Club September 1985 - Present
FROST Manufacturing Corp September 2012 - July 2013
Marshall D Katz Insurance Agency November 1990 - March 2000
Commerce Bank 1998 - 2000
IDS Financial Services July 1985 - September 1990
Electric Shavers' Repair Center January 1975 - June 1985
P W Sherman, Inc. Office Furniture June 1969 - June 1974
Skills
New Business Development, Strategic Planning, Direct Sales, Sales Process, Self-driven, Outside Sales, Public Speaking, Trade Shows, Microsoft Office Xp, Structured yet Flexible, Contract Negotiation, Real Estate, Event Management, Insurance, Training, Sales Management, Social Media, Advertising, Account Management, Marketing, Online Marketing, Selling
Education
University of Oklahoma 1966 — 1968
North High School 1960 — 1962
College Preparatory
Worcester Boys' Trade High School 1955 — 1960
Electrician, Graduated
Darryl Mixon Darryl Mixon's IDS Financial Services Experience February 1991 - October 1992
Job NDT Technician at Fugro Consultants, Inc.
Industry Oil & Energy
Experience
Fugro Consultants, Inc. April 2012 - Present
Bayou Inspection Services, Inc. (d/b/a Bayou Testers & X-Ray Services) July 2010 - April 2012
Prudential Financial October 1999 - October 2005
Northern Life Insurance Company March 1998 - February 1999
Examco, Inc. October 1992 - February 1998
IDS Financial Services February 1991 - October 1992
Blue Cross Blue Shield of Louisiana January 1990 - February 1991
Skills
Software Documentation, Analysis, Project Management, Petrochemical, Change Management, NDT, Team Building, Insurance, Auditing, Metal Fabrication, Strategic Planning, Customer Satisfaction, Strategic Financial..., Subsea Engineering, Supervisory Skills, UT, Time Management, Sales, Operations Management, Quality Control, Program Management, Process Improvement, Pipelines, Management, Contract Management
Education
The Ocean Corporation 2008 — 2009
Diploma, NDT Technology (ET, MT, PT, RT, UT, VT)
University of Southern Mississippi 1975 — 1980
B.S. in Business Administration, Accounting
Fugro Consultants, Inc. April 2012 - Present
Bayou Inspection Services, Inc. (d/b/a Bayou Testers & X-Ray Services) July 2010 - April 2012
Prudential Financial October 1999 - October 2005
Northern Life Insurance Company March 1998 - February 1999
Examco, Inc. October 1992 - February 1998
IDS Financial Services February 1991 - October 1992
Blue Cross Blue Shield of Louisiana January 1990 - February 1991
Skills
Software Documentation, Analysis, Project Management, Petrochemical, Change Management, NDT, Team Building, Insurance, Auditing, Metal Fabrication, Strategic Planning, Customer Satisfaction, Strategic Financial..., Subsea Engineering, Supervisory Skills, UT, Time Management, Sales, Operations Management, Quality Control, Program Management, Process Improvement, Pipelines, Management, Contract Management
Education
The Ocean Corporation 2008 — 2009
Diploma, NDT Technology (ET, MT, PT, RT, UT, VT)
University of Southern Mississippi 1975 — 1980
B.S. in Business Administration, Accounting
Rob Haberkorn Rob Haberkorn's IDS Financial Services Experience 1979 - 1981
Job Boating Consultant
Industry Medical Devices
Experience
Wayzata Marine December 2012 - August 2014
Motion Medical, LLC 2010 - 2013
Zimmer 2006 - 2010
Biomet 1984 - 2006
IDS Financial Services 1979 - 1981
Skills
Consultative Selling, Surgical Instruments, Orthopedics, Client Retention, Orthopedic, Customer Retention, Selling, Hospitals, Sales Force Development, Sales, Medical Devices, Management, Capital Equipment, Sales Operations, Product Launch, Market Development, Operating Room, Surgeons, Account Management, Sales Management
Education
University of Minnesota Duluth 1974 — 1978
BA, Business Administration
Wayzata Marine December 2012 - August 2014
Motion Medical, LLC 2010 - 2013
Zimmer 2006 - 2010
Biomet 1984 - 2006
IDS Financial Services 1979 - 1981
Skills
Consultative Selling, Surgical Instruments, Orthopedics, Client Retention, Orthopedic, Customer Retention, Selling, Hospitals, Sales Force Development, Sales, Medical Devices, Management, Capital Equipment, Sales Operations, Product Launch, Market Development, Operating Room, Surgeons, Account Management, Sales Management
Education
University of Minnesota Duluth 1974 — 1978
BA, Business Administration
Shante Borden Shante Borden's IDS Financial Services Experience September 1990 - December 1993
Job Owner/Manager at Shant'es House Cleaning Services
Industry Consumer Services
Experience
Self-employed February 2013 - Present
Shant'es House Cleaning Services February 2013 - Present
IDS April 2005 - August 2009
IDS Financial Services September 1990 - December 1993
Skills
Electronic Filing, Filing, Communication, Typing, Customer Service, Data Entry, Clerical Skills, Janitorial, Small Business, Event Planning, Office Management, Social Networking, Event Management, Management, Time Management, Leadership, Marketing, Entrepreneurship, Coaching, Fundraising, Social Media, Nonprofits, Social Media Marketing, Sales, Community Outreach, Leadership Development, Budgets, Public Relations
Education
Long Island University, Brooklyn Campus 2004 — 2006
Social Work, 3.2
William Nottingham High School 1986 — 1990
General Studies
Self-employed February 2013 - Present
Shant'es House Cleaning Services February 2013 - Present
IDS April 2005 - August 2009
IDS Financial Services September 1990 - December 1993
Skills
Electronic Filing, Filing, Communication, Typing, Customer Service, Data Entry, Clerical Skills, Janitorial, Small Business, Event Planning, Office Management, Social Networking, Event Management, Management, Time Management, Leadership, Marketing, Entrepreneurship, Coaching, Fundraising, Social Media, Nonprofits, Social Media Marketing, Sales, Community Outreach, Leadership Development, Budgets, Public Relations
Education
Long Island University, Brooklyn Campus 2004 — 2006
Social Work, 3.2
William Nottingham High School 1986 — 1990
General Studies
Matthias Weigel Matthias Weigel's IDS Financial Services Experience 1995 - 1996
Job Owner at MN Wind Consultants
Industry Renewables & Environment
Experience
MN Wind Consultants 2012 - Present
Twin Cities Computer Consulting 2014 - Present
National Wind 2013 - 2014
Fuhrlaender North America 2010 - 2012
Project Resources Corporation 2007 - 2010
Weigel Enterprises 2004 - 2007
CSI ONSITE Inc. 1996 - 2004
IDS Financial Services 1995 - 1996
ESI Communications 1991 - 1995
Skills
Information Technology, Disaster Recovery, Cloud Computing, LAN-WAN, Wind, Wind Turbines, Strategy, Renewable Energy, Alternative Energy, Energy, Contract Negotiation, Project Management, Business Development, Management, Smart Grid, Business Strategy, Cleantech, Energy Efficiency, Energy Management, Turbines, Solar Energy, Solar Thermal, German, New Business Development, Strategic Planning, Sustainable Energy, Sales Management, Leadership, Energy Policy, Operations Management, Direct Sales, Business Management, Wind Energy, Business Planning, Management Consulting, Budgets, Contract Management, Budgeting, Sustainability, Power Generation, Wind Power, Green Technology, Energy Industry, Electric Power, Telecommunications, Land Acquisition, Entrepreneurship, Executive Management, Building Relationships, Technical Leadership
Education
University of Minnesota-Twin Cities 1988 — 1991
Bachelor's degree, Economics, Marketing
Gymnasium Lohne, Germany 1983 — 1988
Abitur
MN Wind Consultants 2012 - Present
Twin Cities Computer Consulting 2014 - Present
National Wind 2013 - 2014
Fuhrlaender North America 2010 - 2012
Project Resources Corporation 2007 - 2010
Weigel Enterprises 2004 - 2007
CSI ONSITE Inc. 1996 - 2004
IDS Financial Services 1995 - 1996
ESI Communications 1991 - 1995
Skills
Information Technology, Disaster Recovery, Cloud Computing, LAN-WAN, Wind, Wind Turbines, Strategy, Renewable Energy, Alternative Energy, Energy, Contract Negotiation, Project Management, Business Development, Management, Smart Grid, Business Strategy, Cleantech, Energy Efficiency, Energy Management, Turbines, Solar Energy, Solar Thermal, German, New Business Development, Strategic Planning, Sustainable Energy, Sales Management, Leadership, Energy Policy, Operations Management, Direct Sales, Business Management, Wind Energy, Business Planning, Management Consulting, Budgets, Contract Management, Budgeting, Sustainability, Power Generation, Wind Power, Green Technology, Energy Industry, Electric Power, Telecommunications, Land Acquisition, Entrepreneurship, Executive Management, Building Relationships, Technical Leadership
Education
University of Minnesota-Twin Cities 1988 — 1991
Bachelor's degree, Economics, Marketing
Gymnasium Lohne, Germany 1983 — 1988
Abitur
James Brock James Brock's IDS Financial Services Experience 1987 - 1992
Job Private Wealth Advisor
Industry Financial Services
Experience
Brock & Associates a Branch of Ameriprise Financial 1995 - 2009
IDS Financial Services 1987 - 1992
Dresser Industries 1977 - 1987
General Electric January 1961 - January 1977
GEO Source 1961 - 1971
Education
Texas Tech University 1957 — 1961
Bachelor of Science & Engineering, Industrial Engineering
Brock & Associates a Branch of Ameriprise Financial 1995 - 2009
IDS Financial Services 1987 - 1992
Dresser Industries 1977 - 1987
General Electric January 1961 - January 1977
GEO Source 1961 - 1971
Education
Texas Tech University 1957 — 1961
Bachelor of Science & Engineering, Industrial Engineering
David Laurion David Laurion's IDS Financial Services Experience March 1981 - December 1983
Job Financial Advisor | Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Raymond James Financial 2004 - May 2012
Franke, Laurion & Stanley January 1986 - June 2002
IDS Financial Services March 1981 - December 1983
Education
Bethel University 1975 — 1979
BA, Psychology
Ameriprise Financial Services, Inc. June 2012 - Present
Raymond James Financial 2004 - May 2012
Franke, Laurion & Stanley January 1986 - June 2002
IDS Financial Services March 1981 - December 1983
Education
Bethel University 1975 — 1979
BA, Psychology
Dan Crocker Dan Crocker's IDS Financial Services Experience March 1990 - July 1994
Job Certified Financial Planner, Sage Financial LLC
Industry Financial Services
Experience
Sage Financial LLC July 1994 - Present
IDS Financial Services March 1990 - July 1994
Skills
Wealth Management, Strategic Financial..., Retirement, Securities, FINRA, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Risk Management
Education
College for Financial Planning 1992 — 1993
CFP, Financial Planning
Millersville University of Pennsylvania 1985 — 1989
BS, Finance, Economics
Sage Financial LLC July 1994 - Present
IDS Financial Services March 1990 - July 1994
Skills
Wealth Management, Strategic Financial..., Retirement, Securities, FINRA, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Risk Management
Education
College for Financial Planning 1992 — 1993
CFP, Financial Planning
Millersville University of Pennsylvania 1985 — 1989
BS, Finance, Economics
Richard Borland Jr. Richard Borland Jr.'s IDS Financial Services Experience January 1985 - January 1989
Job Attorney at Borland Law, LLC.
Industry Law Practice
Experience
Borland Law, LLC. May 2009 - Present
Special Counsel 2011 - 2014
Dougherty & Company May 2008 - April 2009
Oppenheimer & Co. March 2001 - June 2008
Wells Fargo July 1993 - March 2001
Citigroup Investments January 1992 - January 1993
IDS Financial Services, American Express Financial Services, Ameriprise Financial Services January 1989 - January 1992
IDS Financial Services January 1985 - January 1989
Federal Land Bank January 1980 - March 1985
Lincoln National Life Ins. Co March 1979 - March 1980
Skills
Estate Planning, Trusts, Wills, Elder Law, Incorporation, LLC, Charities, Estate Administration, Probate, Financial Planning, Retirement Planning, Small Business, Succession Planning, Buy-sell Agreements, Alternative Dispute..., Wealth, Investments, Special Needs Trusts, Commercial Litigation, High Net Worth..., Prenuptial Agreements, Financial Planners, Westlaw, Strategic Financial..., Estate Law, Corporate Law, Legal Writing, Litigation, Intellectual Property, Estate Tax Planning
Education
William Mitchell College of Law 1973 — 1978
Juris Doctor, Law
University of Minnesota-Twin Cities 1969 — 1977
B.E.S., Humanities & Future Sciences
Borland Law, LLC. May 2009 - Present
Special Counsel 2011 - 2014
Dougherty & Company May 2008 - April 2009
Oppenheimer & Co. March 2001 - June 2008
Wells Fargo July 1993 - March 2001
Citigroup Investments January 1992 - January 1993
IDS Financial Services, American Express Financial Services, Ameriprise Financial Services January 1989 - January 1992
IDS Financial Services January 1985 - January 1989
Federal Land Bank January 1980 - March 1985
Lincoln National Life Ins. Co March 1979 - March 1980
Skills
Estate Planning, Trusts, Wills, Elder Law, Incorporation, LLC, Charities, Estate Administration, Probate, Financial Planning, Retirement Planning, Small Business, Succession Planning, Buy-sell Agreements, Alternative Dispute..., Wealth, Investments, Special Needs Trusts, Commercial Litigation, High Net Worth..., Prenuptial Agreements, Financial Planners, Westlaw, Strategic Financial..., Estate Law, Corporate Law, Legal Writing, Litigation, Intellectual Property, Estate Tax Planning
Education
William Mitchell College of Law 1973 — 1978
Juris Doctor, Law
University of Minnesota-Twin Cities 1969 — 1977
B.E.S., Humanities & Future Sciences
Jack Shuff's IDS Financial Services Experience 1984 - 1990
Job Vice President, Sales and Account Management at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group November 2013 - Present
UnitedHealthcare, a division of UnitedHealth Group 2007 - November 2013
United Healthcare October 1997 - 2007
United Healthcare 1997 - 2007
UnitedHealthcare 1997 - 2007
FHP 1991 - 1994
Sierra Health Services 1990 - 1991
IDS Financial Services 1984 - 1990
Northern Indiana Public Service Company 1979 - 1984
NIPSCO 1979 - 1984
Skills
Health Insurance, Health Savings Accounts, HMO, Network Development, Managed Care, Medicare, Medicaid, PPO, Disability Insurance, Insurance, Provider Relations, Employee Benefits, Health Policy, Healthcare, Disease Management, Pharmacy Benefit..., Group Insurance, Brokers, Self-funded, HIPAA, Health Care Reform, Healthcare Industry, Long-term Care, Claim, Healthcare Consulting, Utilization Management, COBRA, Account Management, Sales
Education
Butler University 1974 — 1979
Elkhart Memorial HS 1971 — 1974
elkhart
UnitedHealth Group November 2013 - Present
UnitedHealthcare, a division of UnitedHealth Group 2007 - November 2013
United Healthcare October 1997 - 2007
United Healthcare 1997 - 2007
UnitedHealthcare 1997 - 2007
FHP 1991 - 1994
Sierra Health Services 1990 - 1991
IDS Financial Services 1984 - 1990
Northern Indiana Public Service Company 1979 - 1984
NIPSCO 1979 - 1984
Skills
Health Insurance, Health Savings Accounts, HMO, Network Development, Managed Care, Medicare, Medicaid, PPO, Disability Insurance, Insurance, Provider Relations, Employee Benefits, Health Policy, Healthcare, Disease Management, Pharmacy Benefit..., Group Insurance, Brokers, Self-funded, HIPAA, Health Care Reform, Healthcare Industry, Long-term Care, Claim, Healthcare Consulting, Utilization Management, COBRA, Account Management, Sales
Education
Butler University 1974 — 1979
Elkhart Memorial HS 1971 — 1974
elkhart
Yvette-Michelle Wynn Yvette-Michelle Wynn's IDS Financial Services Experience February 1989 - July 1992
Job Private Banker at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
BNY Mellon Wealth Management January 2008 - May 2010
The Bank of New York Private Bank October 2000 - December 2007
The Bank of New York April 1999 - September 2000
The Bank of New York January 1994 - April 1999
The Bank of New York January 1993 - June 1994
The Bank of New York July 1992 - December 1993
IDS Financial Services February 1989 - July 1992
Bloomingdales April 1988 - February 1989
Education
New York University 1994 — 1996
Professional Diploma, Credit Analysis
New York University 1992 — 1994
MA, Liberal Studies
Fordham University 1991 — 1992
MA, Economics
Pace University 1984 — 1988
BBA, Finance
The Town School 1972 — 1980
Elementary, Elementary Education
Morgan Stanley Smith Barney May 2010 - Present
BNY Mellon Wealth Management January 2008 - May 2010
The Bank of New York Private Bank October 2000 - December 2007
The Bank of New York April 1999 - September 2000
The Bank of New York January 1994 - April 1999
The Bank of New York January 1993 - June 1994
The Bank of New York July 1992 - December 1993
IDS Financial Services February 1989 - July 1992
Bloomingdales April 1988 - February 1989
Education
New York University 1994 — 1996
Professional Diploma, Credit Analysis
New York University 1992 — 1994
MA, Liberal Studies
Fordham University 1991 — 1992
MA, Economics
Pace University 1984 — 1988
BBA, Finance
The Town School 1972 — 1980
Elementary, Elementary Education
Cyndi Gray Cyndi Gray's IDS Financial Services Experience December 1990 - May 1993
Job Investment Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 1998 - Present
UBS PaineWebber November 1994 - October 1998
IDS Financial Services December 1990 - May 1993
Skills
Wealth Management, Asset Allocation, Portfolio Management, High Net Worth..., Trust Services, Wealth Management..., Investments, Investment Management, Asset Managment, Fixed Income, Investment Advisory, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Bonds, Equities, Financial Advisory
Education
University of Florida - Warrington College Of Business 2004 — 2006
MBA
Arizona State University - W. P. Carey School of Business 1985 — 1987
BS, Economics
Wells Fargo November 1998 - Present
UBS PaineWebber November 1994 - October 1998
IDS Financial Services December 1990 - May 1993
Skills
Wealth Management, Asset Allocation, Portfolio Management, High Net Worth..., Trust Services, Wealth Management..., Investments, Investment Management, Asset Managment, Fixed Income, Investment Advisory, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Bonds, Equities, Financial Advisory
Education
University of Florida - Warrington College Of Business 2004 — 2006
MBA
Arizona State University - W. P. Carey School of Business 1985 — 1987
BS, Economics
Carol Baltus's IDS Financial Services Experience 1992 - 1993
Job Secretary/Data Entry at Hall County Schools Chestnut Mountain Creative School of Inquiry
Industry Primary/Secondary Education
Experience
Hall County Schools - Chestnut Mountain Creative School of Inquiry July 2008 - December 2014
Management Plus 1993 - 1995
IDS Financial Services 1992 - 1993
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Sales, Leadership, Team Leadership, Teaching, Training, Sales Management
Education
Pima Community College
Hall County Schools - Chestnut Mountain Creative School of Inquiry July 2008 - December 2014
Management Plus 1993 - 1995
IDS Financial Services 1992 - 1993
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Sales, Leadership, Team Leadership, Teaching, Training, Sales Management
Education
Pima Community College
Dennis Lulay Dennis Lulay's IDS Financial Services Experience December 1984 - July 1986
Job Registered Principal / Owner at Lulay Financial, LLC
Industry Financial Services
Experience
Raymond James Financial Inc. October 1989 - Present
Lulay Financial, LLC December 1984 - Present
SunAmerica August 1986 - October 1989
IDS Financial Services December 1984 - July 1986
Education
Oregon State University 1978 — 1982
Bachelor of Science (B.Sc.), Geology/Earth Science, General
Western Oregon University 1977 — 1978
Science
Raymond James Financial Inc. October 1989 - Present
Lulay Financial, LLC December 1984 - Present
SunAmerica August 1986 - October 1989
IDS Financial Services December 1984 - July 1986
Education
Oregon State University 1978 — 1982
Bachelor of Science (B.Sc.), Geology/Earth Science, General
Western Oregon University 1977 — 1978
Science
Eric Paluck Eric Paluck's IDS Financial Services Experience 1991 - 1993
Job VP Managed Accounts at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Ameriprise Financial 2004 - 2009
Ameriprise Financial Services, Inc. 2004 - 2008
Ameriprise Financial 2001 - 2005
American Express 1996 - 2001
American Express 1993 - 1996
IDS Financial Services 1991 - 1993
TCF Bank 1990 - 1991
IDS Financial Services 1988 - 1991
Skills
Series 7, Retirement Income..., Managed Accounts, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Financial Planning, Securities, Separately Managed..., Financial Advisory, Retirement, Strategic Financial..., Retirement Planning, Series 24, Asset Allocation, Portfolio Management, FINRA, Alternative Investments, ETFs
Education
University of St. Thomas 2005 — 2007
Finance
University of Minnesota-Twin Cities 1984 — 1989
BS, Economics
University of Minnesota-Morris 1981 — 1982
Ameriprise Financial Services, Inc. 2009 - Present
Ameriprise Financial 2004 - 2009
Ameriprise Financial Services, Inc. 2004 - 2008
Ameriprise Financial 2001 - 2005
American Express 1996 - 2001
American Express 1993 - 1996
IDS Financial Services 1991 - 1993
TCF Bank 1990 - 1991
IDS Financial Services 1988 - 1991
Skills
Series 7, Retirement Income..., Managed Accounts, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Financial Planning, Securities, Separately Managed..., Financial Advisory, Retirement, Strategic Financial..., Retirement Planning, Series 24, Asset Allocation, Portfolio Management, FINRA, Alternative Investments, ETFs
Education
University of St. Thomas 2005 — 2007
Finance
University of Minnesota-Twin Cities 1984 — 1989
BS, Economics
University of Minnesota-Morris 1981 — 1982
Michael (Mike) Vieceli's IDS Financial Services Experience January 1986 - August 1987
Job Wealth Manager
Industry Financial Services
Experience
Harbour Financial Resources August 2002 - Present
Polyline Corp. October 1992 - August 2002
KEY Executives 927 1995 - 2002
IDS Financial Services January 1986 - August 1987
Central Soya January 1984 - January 1986
Archer Daniels Midland Company March 1982 - December 1983
Skills
Retirement Planning, Retirement, Financial Analysis, Financial Advisory, Investment Management, Financial Services, Financial Planning, Wealth, Finance, Wealth Management, Pensions, Alternative Investments, Certified Financial..., Estate Planning, 401k, Investments, Risk Management, Fixed Annuities, Asset Management, Mutual Funds, Accounting, Financial Modeling, Tax, Asset Managment, Insurance, Investment Advisory, Asset Allocation, Series 7, Investment Strategies, Series 63, Equities, Small Business, Financial Planners, Portfolio Management, Securities, IRAs, Strategic Financial...
Education
Indiana University—Purdue University Fort Wayne 1977 — 1982
B.S. Business, Accounting
Driscoll HS 1970 — 1973
Harbour Financial Resources August 2002 - Present
Polyline Corp. October 1992 - August 2002
KEY Executives 927 1995 - 2002
IDS Financial Services January 1986 - August 1987
Central Soya January 1984 - January 1986
Archer Daniels Midland Company March 1982 - December 1983
Skills
Retirement Planning, Retirement, Financial Analysis, Financial Advisory, Investment Management, Financial Services, Financial Planning, Wealth, Finance, Wealth Management, Pensions, Alternative Investments, Certified Financial..., Estate Planning, 401k, Investments, Risk Management, Fixed Annuities, Asset Management, Mutual Funds, Accounting, Financial Modeling, Tax, Asset Managment, Insurance, Investment Advisory, Asset Allocation, Series 7, Investment Strategies, Series 63, Equities, Small Business, Financial Planners, Portfolio Management, Securities, IRAs, Strategic Financial...
Education
Indiana University—Purdue University Fort Wayne 1977 — 1982
B.S. Business, Accounting
Driscoll HS 1970 — 1973
David Wandling David Wandling's IDS Financial Services Experience January 1987 - January 1989
Job Attorney, Wandling Law Group, PC
Industry Legal Services
Experience
WANDLING LAW GROUP, PC February 1997 - Present
RRD DEVELOPMENTS (PVT.) LTD January 1998 - December 2009
SCHWARTZ, WANDLING & BERGESON, PA January 1995 - February 1997
SCHWARTZ & ASSOCIATES May 1992 - January 1995
IDS FINANCIAL SERVICES January 1987 - January 1989
Skills
Wrongful Death, Human Resources, Civil Litigation, Contract Negotiation, Litigation, Commercial Litigation, Strategic Planning, Risk Management, Corporate Law, Personal Injury..., Product Liability
Education
William Mitchell College of Law 1989 — 1992
JD, cum laude
Regents College - London 1990 — 1990
British common law and the European Union
Iowa State University 1983 — 1987
Bachelor of Science, Finance
Ames High School, Ames, IA 1980 — 1983
WANDLING LAW GROUP, PC February 1997 - Present
RRD DEVELOPMENTS (PVT.) LTD January 1998 - December 2009
SCHWARTZ, WANDLING & BERGESON, PA January 1995 - February 1997
SCHWARTZ & ASSOCIATES May 1992 - January 1995
IDS FINANCIAL SERVICES January 1987 - January 1989
Skills
Wrongful Death, Human Resources, Civil Litigation, Contract Negotiation, Litigation, Commercial Litigation, Strategic Planning, Risk Management, Corporate Law, Personal Injury..., Product Liability
Education
William Mitchell College of Law 1989 — 1992
JD, cum laude
Regents College - London 1990 — 1990
British common law and the European Union
Iowa State University 1983 — 1987
Bachelor of Science, Finance
Ames High School, Ames, IA 1980 — 1983
Peter Canniff, CFP® professional's IDS Financial Services Experience April 1994 - September 2006
Job Wealth Advisor at Advanced Portfolio Design, LLC
Industry Financial Services
Experience
Advanced Portfolio Design, LLC November 2006 - Present
IDS Financial Services April 1994 - September 2006
Skills
Retirement Cash Flow..., Retirement Lifestyle..., Retirement Planning, Investments, Fee Only Consulting, Investment Account..., Investment Advisory..., Investment Management, Portfolio Management, Asset Allocation, Estate Planning, Wealth Management, Financial Planning, Personal Tax Planning, Mutual Funds, Roth IRA, Roth Conversions, IRAs, 401k Assistance, Insurance Consulting, Non-Qualified Deferred...
Education
Fitchburg State University 1984 — 1988
Bachelor's, Business
Archbishop Williams HS 1980 — 1984
Advanced Portfolio Design, LLC November 2006 - Present
IDS Financial Services April 1994 - September 2006
Skills
Retirement Cash Flow..., Retirement Lifestyle..., Retirement Planning, Investments, Fee Only Consulting, Investment Account..., Investment Advisory..., Investment Management, Portfolio Management, Asset Allocation, Estate Planning, Wealth Management, Financial Planning, Personal Tax Planning, Mutual Funds, Roth IRA, Roth Conversions, IRAs, 401k Assistance, Insurance Consulting, Non-Qualified Deferred...
Education
Fitchburg State University 1984 — 1988
Bachelor's, Business
Archbishop Williams HS 1980 — 1984
Neil Hitter Neil Hitter's IDS Financial Services Experience May 1987 - May 1990
Job Regional Sales Manager at Dalton Electric Heating
Industry Machinery
Experience
Dalton Electric Heating 2011 - Present
General Linen Service 2010 - 2011
General Linen Service March 2002 - December 2010
Mectrol December 1999 - October 2001
E&R Cleaners December 1998 - October 1999
Gibbs Oil Limited Partnership March 1997 - December 1998
Dunbarton Manufacturing June 1991 - February 1997
IDS Financial Services May 1987 - May 1990
Wendy's/Arby's Group, Inc. December 1978 - May 1987
Skills
Cold Calling, Sales Management, Sales Process, Sales Operations, Selling, Strategic Planning, B2B, Team Building, Contract Negotiation, Sales, Start-ups, Leadership, Customer Retention, Online Marketing, Public Speaking
Education
University of Nevada-Las Vegas 1975 — 1977
BS, Hotel and Restaurant Administration
Paul Smith's College 1973 — 1975
AAS, Hotel and Restaurant Administration
C. W. Baker High School 1969 — 1973
Regents
Dalton Electric Heating 2011 - Present
General Linen Service 2010 - 2011
General Linen Service March 2002 - December 2010
Mectrol December 1999 - October 2001
E&R Cleaners December 1998 - October 1999
Gibbs Oil Limited Partnership March 1997 - December 1998
Dunbarton Manufacturing June 1991 - February 1997
IDS Financial Services May 1987 - May 1990
Wendy's/Arby's Group, Inc. December 1978 - May 1987
Skills
Cold Calling, Sales Management, Sales Process, Sales Operations, Selling, Strategic Planning, B2B, Team Building, Contract Negotiation, Sales, Start-ups, Leadership, Customer Retention, Online Marketing, Public Speaking
Education
University of Nevada-Las Vegas 1975 — 1977
BS, Hotel and Restaurant Administration
Paul Smith's College 1973 — 1975
AAS, Hotel and Restaurant Administration
C. W. Baker High School 1969 — 1973
Regents
Dan Slothower Dan Slothower's IDS Financial Services Experience July 1986 - January 1993
Job Director, Technology Communications at American Express
Industry Financial Services
Experience
American Express July 2001 - Present
American Express Financial Advisors January 2000 - August 2001
American Express Financial Advisors January 1993 - January 2000
IDS Financial Services July 1986 - January 1993
Commercial West Magazine December 1984 - August 1986
Boschwitz US Senate Campaign March 1984 - December 1984
Camelot Communications February 1982 - March 1984
Newspapers (various) 1979 - 1981
Education
The University of Montana 1976 — 1981
Journalism
American Express July 2001 - Present
American Express Financial Advisors January 2000 - August 2001
American Express Financial Advisors January 1993 - January 2000
IDS Financial Services July 1986 - January 1993
Commercial West Magazine December 1984 - August 1986
Boschwitz US Senate Campaign March 1984 - December 1984
Camelot Communications February 1982 - March 1984
Newspapers (various) 1979 - 1981
Education
The University of Montana 1976 — 1981
Journalism
Scott Lavold Scott Lavold's IDS Financial Services Experience 1972 - 2002
Job Retired and Grandpa
Industry Financial Services
Experience
Ameriprise Financial January 2002 - April 2002
American Express Financial Advisors 1972 - 2002
IDS Financial Services 1972 - 2002
Skills
Series 7, Process Improvement, Marketing Strategy, IT Strategy, Retirement Planning, Vendor Management, Strategic Financial..., Business Analysis, Program Management, Risk Management, Financial Services, SDLC, Portfolio Management, Mergers & Acquisitions, Strategy, Cross-functional Team..., Insurance, Business Process...
Education
University of Iowa 1966 — 1968
MBA, business administration
Ripon College 1962 — 1966
BA, math
Ameriprise Financial January 2002 - April 2002
American Express Financial Advisors 1972 - 2002
IDS Financial Services 1972 - 2002
Skills
Series 7, Process Improvement, Marketing Strategy, IT Strategy, Retirement Planning, Vendor Management, Strategic Financial..., Business Analysis, Program Management, Risk Management, Financial Services, SDLC, Portfolio Management, Mergers & Acquisitions, Strategy, Cross-functional Team..., Insurance, Business Process...
Education
University of Iowa 1966 — 1968
MBA, business administration
Ripon College 1962 — 1966
BA, math
Parrish Malson Parrish Malson's IDS Financial Services Experience February 1987 - October 1994
Job CFP®, AIF®
Industry Financial Services
Experience
LPL Financial August 2009 - Present
American Financial Advisors, Inc. November 1994 - Present
IDS Financial Services February 1987 - October 1994
Community Bank June 1984 - January 1986
Farmers and Merchants Bank January 1980 - June 1984
Skills
Financial Analysis, Investments, Portfolio Management, Equities, Risk Management, Strategic Financial..., Capital Markets, Asset Managment, Fixed Income, Finance, Derivatives, Fixed Annuities, Securities, Estate Planning, Investment Advisory, Mutual Funds, Series 7, Financial Advisory, Wealth, FINRA, Retirement Planning, Certified Financial..., Series 63, Asset Allocation, Wealth Management, Retirement, Investment Strategies, Financial Services, Life Insurance, 401k, Insurance
Education
California State University-Long Beach 1979 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Woodrow Wilson High School 1976 — 1979
High School
LPL Financial August 2009 - Present
American Financial Advisors, Inc. November 1994 - Present
IDS Financial Services February 1987 - October 1994
Community Bank June 1984 - January 1986
Farmers and Merchants Bank January 1980 - June 1984
Skills
Financial Analysis, Investments, Portfolio Management, Equities, Risk Management, Strategic Financial..., Capital Markets, Asset Managment, Fixed Income, Finance, Derivatives, Fixed Annuities, Securities, Estate Planning, Investment Advisory, Mutual Funds, Series 7, Financial Advisory, Wealth, FINRA, Retirement Planning, Certified Financial..., Series 63, Asset Allocation, Wealth Management, Retirement, Investment Strategies, Financial Services, Life Insurance, 401k, Insurance
Education
California State University-Long Beach 1979 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Woodrow Wilson High School 1976 — 1979
High School
Roger Richter Roger Richter's IDS Financial Services Experience 1990 - 1992
Job Agency, State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance December 2011 - Present
GlaxoSmithKline 2007 - 2010
GSK 2005 - 2007
GSK 2000 - 2005
GSK 1996 - 2000
GSK 1992 - 1995
IDS Financial Services 1990 - 1992
Federal-Mogul 1986 - 1989
Skills
Field Sales Management, Team building, Business planning, Building relationships, Business Planning, Building Relationships, Sales, Team Building, Sales Management, Strategic Planning, Leadership, Hospitals, Sales Operations, Program Management, Recruiting, Strategy, Budgets, Insurance, Pharmaceutical Sales, Leadership Development, Marketing
Education
Michigan State University 1981 — 1985
Business, Finance, Economics
State Farm Insurance December 2011 - Present
GlaxoSmithKline 2007 - 2010
GSK 2005 - 2007
GSK 2000 - 2005
GSK 1996 - 2000
GSK 1992 - 1995
IDS Financial Services 1990 - 1992
Federal-Mogul 1986 - 1989
Skills
Field Sales Management, Team building, Business planning, Building relationships, Business Planning, Building Relationships, Sales, Team Building, Sales Management, Strategic Planning, Leadership, Hospitals, Sales Operations, Program Management, Recruiting, Strategy, Budgets, Insurance, Pharmaceutical Sales, Leadership Development, Marketing
Education
Michigan State University 1981 — 1985
Business, Finance, Economics
Barb Hutson's IDS Financial Services Experience 1986 - 1990
Job Manager of Advancement Services at William Mitchell College of Law
Industry Higher Education
Experience
William Mitchell College of Law 2012 - Present
Augsburg College September 2001 - August 2012
Ameriprise Financial Services 1990 - 1991
IDS Financial Services 1986 - 1990
Merrill Lynch June 1981 - June 1986
Skills
Non-profits, Stewardship, Editing, Volunteer Management, Nonprofits, Fundraising, Philanthropy, Program Development, Community Outreach, Annual Giving, Social Media, Event Planning, Alumni Relations, Microsoft Office, Public Speaking, Higher Education, Customer Service, Grant Writing, Research, Community Development, Leadership, Event Management, Leadership Development, Staff Development, Student Affairs, Grants, Planned Giving, Fundraisers, Prospect Research, Raiser's Edge
Education
Gustavus Adolphus College 1977 — 1981
BA, Business
William Mitchell College of Law 2012 - Present
Augsburg College September 2001 - August 2012
Ameriprise Financial Services 1990 - 1991
IDS Financial Services 1986 - 1990
Merrill Lynch June 1981 - June 1986
Skills
Non-profits, Stewardship, Editing, Volunteer Management, Nonprofits, Fundraising, Philanthropy, Program Development, Community Outreach, Annual Giving, Social Media, Event Planning, Alumni Relations, Microsoft Office, Public Speaking, Higher Education, Customer Service, Grant Writing, Research, Community Development, Leadership, Event Management, Leadership Development, Staff Development, Student Affairs, Grants, Planned Giving, Fundraisers, Prospect Research, Raiser's Edge
Education
Gustavus Adolphus College 1977 — 1981
BA, Business
Brian J. Balint, CFP®'s IDS Financial Services Experience 1987 - 1989
Job
Industry Investment Management
Experience
Raymond James & Associates, Inc. August 2007 - Present
A.G. Edwards & Sons, Inc. February 2001 - August 2007
AT&T / SBC / Ameritech Yellow Pages June 1989 - December 2000
IDS Financial Services 1987 - 1989
South Bend Medical Foundation, Inc. 1979 - 1987
American Forces Network, Europe 1976 - 1977
25th Infantry Division 1975 - 1976
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Retirement Planning, Securities, Wealth Management, Mutual Funds, Investment Advisory, Strategy, Series 7, Estate Planning, Asset Allocation
Education
Indiana University South Bend 1984 — 1995
MBA
Indiana University South Bend 1978 — 1982
B.S.
Raymond James & Associates, Inc. August 2007 - Present
A.G. Edwards & Sons, Inc. February 2001 - August 2007
AT&T / SBC / Ameritech Yellow Pages June 1989 - December 2000
IDS Financial Services 1987 - 1989
South Bend Medical Foundation, Inc. 1979 - 1987
American Forces Network, Europe 1976 - 1977
25th Infantry Division 1975 - 1976
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Retirement Planning, Securities, Wealth Management, Mutual Funds, Investment Advisory, Strategy, Series 7, Estate Planning, Asset Allocation
Education
Indiana University South Bend 1984 — 1995
MBA
Indiana University South Bend 1978 — 1982
B.S.
Mark Adam Mark Adam's IDS Financial Services Experience August 1992 - July 1994
Job President at Adam Financial Planning
Industry Financial Services
Experience
Adam Financial Planning March 2007 - Present
Prentice Wealth Mangement, LLC April 2009 - April 2014
HSBC Securities April 1994 - April 2007
Banc of America Investments January 2005 - March 2006
IDS Financial Services August 1992 - July 1994
Education
State University of New York College at Geneseo 1985 — 1989
BA, Psychology
Adam Financial Planning March 2007 - Present
Prentice Wealth Mangement, LLC April 2009 - April 2014
HSBC Securities April 1994 - April 2007
Banc of America Investments January 2005 - March 2006
IDS Financial Services August 1992 - July 1994
Education
State University of New York College at Geneseo 1985 — 1989
BA, Psychology
John Bina John Bina's IDS Financial Services Experience November 1989 - October 1993
Job President at Focus Financial
Industry Financial Services
Experience
Focus Financial December 2002 - Present
Focus Financial Network, Inc. August 2000 - November 2002
Focus Financial Network, Inc. November 1993 - July 2000
IDS Financial Services November 1989 - October 1993
University of North Dakota 1988 - 1989
Education
University of St. Thomas
BA, Finance
The University of North Dakota
BA, Finance
Cretin
Focus Financial December 2002 - Present
Focus Financial Network, Inc. August 2000 - November 2002
Focus Financial Network, Inc. November 1993 - July 2000
IDS Financial Services November 1989 - October 1993
University of North Dakota 1988 - 1989
Education
University of St. Thomas
BA, Finance
The University of North Dakota
BA, Finance
Cretin
Gregg Johnson Gregg Johnson's IDS Financial Services Experience March 1991 - March 1993
Job Executive VP, Branch Office Development & Acquisitions at Securities America
Industry Financial Services
Experience
Securities America September 2006 - Present
First National Bank of Omaha October 1996 - September 2006
Norwest Investment Services Inc March 1993 - September 1996
IDS Financial Services March 1991 - March 1993
Security National Bank 1991 - 1993
Skills
Wealth Management, Investments, Business Development, Securities, Mergers, Insurance, Finance, Retirement Planning, Recruiting, Mutual Funds, Series 7, Strategic Planning, Banking, Risk Management, Asset Allocation, Financial Analysis, Financial Services, Strategic Financial..., Program Management, Series 24, Loans
Education
Creighton University 1999 — 2003
MBA, Business
Morningside College 1985 — 1989
BS, Business and Marketing
Securities America September 2006 - Present
First National Bank of Omaha October 1996 - September 2006
Norwest Investment Services Inc March 1993 - September 1996
IDS Financial Services March 1991 - March 1993
Security National Bank 1991 - 1993
Skills
Wealth Management, Investments, Business Development, Securities, Mergers, Insurance, Finance, Retirement Planning, Recruiting, Mutual Funds, Series 7, Strategic Planning, Banking, Risk Management, Asset Allocation, Financial Analysis, Financial Services, Strategic Financial..., Program Management, Series 24, Loans
Education
Creighton University 1999 — 2003
MBA, Business
Morningside College 1985 — 1989
BS, Business and Marketing
Mary Komornicka Mary Komornicka's IDS Financial Services Experience 1987 - 1994
Job ERISA Attorney
Industry Law Practice
Experience
Larkin Hoffman Daly & Lindgren 2007 - Present
Internations Foundation of Employee Benefit Plans 2000 - Present
Hamline University Law School August 2009 - December 2011
WNK Consulting January 2004 - August 2006
M&I Bank March 2002 - December 2004
Richfield Bank & Trust March 2001 - March 2002
American Express Financial Advisors April 1987 - March 2001
Ameriprise Financial 1987 - 2001
IDS Financial Services 1987 - 1994
Pako Corporation 1978 - 1982
Skills
Legal Research, Mediation, Litigation, Public Speaking, Corporate Law, Employment Law, Securities, Insurance, Corporate Governance, Westlaw, 401k, Strategic Planning, Strategic Financial..., Fundraising, Financial Services, Policy, Civil Litigation, Investment Advisory
Education
Hamline University School of Law 2005 — 2008
JD
University of Virginia 1973 — 1975
MA, Political Science
The University of Chicago 1969 — 1972
AB, Political Science
Lima Senior High, Lima Ohio 1965 — 1969
Larkin Hoffman Daly & Lindgren 2007 - Present
Internations Foundation of Employee Benefit Plans 2000 - Present
Hamline University Law School August 2009 - December 2011
WNK Consulting January 2004 - August 2006
M&I Bank March 2002 - December 2004
Richfield Bank & Trust March 2001 - March 2002
American Express Financial Advisors April 1987 - March 2001
Ameriprise Financial 1987 - 2001
IDS Financial Services 1987 - 1994
Pako Corporation 1978 - 1982
Skills
Legal Research, Mediation, Litigation, Public Speaking, Corporate Law, Employment Law, Securities, Insurance, Corporate Governance, Westlaw, 401k, Strategic Planning, Strategic Financial..., Fundraising, Financial Services, Policy, Civil Litigation, Investment Advisory
Education
Hamline University School of Law 2005 — 2008
JD
University of Virginia 1973 — 1975
MA, Political Science
The University of Chicago 1969 — 1972
AB, Political Science
Lima Senior High, Lima Ohio 1965 — 1969
David Maier David Maier's IDS Financial Services Experience January 1989 - January 1991
Job Relationship Manager at Professional Building Maintenance
Industry Financial Services
Experience
Professional Building Maintenance June 2009 - Present
The Museum of Russian Art December 2007 - July 2012
Ameriprise Financial Services, Inc. January 1998 - March 2007
Ameriprise Financial Services, Inc. April 1994 - January 1998
American Express Financial Services January 1991 - April 1994
IDS Financial Services January 1989 - January 1991
Skills
Vendor Management, Financial Services, Strategic Planning, Relationship Management, Process Improvement, Customer Service, Microsoft Office, Research, Event Planning, Leadership, Microsoft Excel, Workshop Facilitation, Requirements Gathering, Data Analysis, Program Management, Business Analysis, Needs Analysis, Change Management, Cross-functional Team..., Social Media, Financial Reporting, CRM, Management, Marketing, Marketing Communications, Sales, Team Leadership, Budgets, Training
Education
Metropolitan State University 2007 — 2009
Bachelor of Arts, Psychology of Education and Technology - Graduated with Honors, GPA: 3.94
University of Minnesota-Twin Cities 1979 — 1984
College of Education, Psychology & Education
Caledonia High School 1966 — 1979
Diploma, Basic
Professional Building Maintenance June 2009 - Present
The Museum of Russian Art December 2007 - July 2012
Ameriprise Financial Services, Inc. January 1998 - March 2007
Ameriprise Financial Services, Inc. April 1994 - January 1998
American Express Financial Services January 1991 - April 1994
IDS Financial Services January 1989 - January 1991
Skills
Vendor Management, Financial Services, Strategic Planning, Relationship Management, Process Improvement, Customer Service, Microsoft Office, Research, Event Planning, Leadership, Microsoft Excel, Workshop Facilitation, Requirements Gathering, Data Analysis, Program Management, Business Analysis, Needs Analysis, Change Management, Cross-functional Team..., Social Media, Financial Reporting, CRM, Management, Marketing, Marketing Communications, Sales, Team Leadership, Budgets, Training
Education
Metropolitan State University 2007 — 2009
Bachelor of Arts, Psychology of Education and Technology - Graduated with Honors, GPA: 3.94
University of Minnesota-Twin Cities 1979 — 1984
College of Education, Psychology & Education
Caledonia High School 1966 — 1979
Diploma, Basic
Kathy Klovstad Kathy Klovstad's IDS Financial Services Experience 1986 - 2000
Job Social Media Business Analyst consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo June 2014 - Present
Bank of the West March 2012 - June 2014
Wells Fargo January 2010 - February 2012
Charles Schwab July 2005 - September 2009
George P Johnson 2004 - 2005
Cisco 2002 - 2003
Incentive Systems February 2001 - June 2001
IDS Financial Services 1986 - 2000
American Express 1986 - 2000
American Express Financial Advisors 1986 - 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Data Warehousing, Data Quality, Data Analysis, Integration
Education
Minnesota State University, Mankato 1981 — 1986
BS, Computer Science, Accounting, Speech, Business
Robbinsdale High School
Wells Fargo June 2014 - Present
Bank of the West March 2012 - June 2014
Wells Fargo January 2010 - February 2012
Charles Schwab July 2005 - September 2009
George P Johnson 2004 - 2005
Cisco 2002 - 2003
Incentive Systems February 2001 - June 2001
IDS Financial Services 1986 - 2000
American Express 1986 - 2000
American Express Financial Advisors 1986 - 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Data Warehousing, Data Quality, Data Analysis, Integration
Education
Minnesota State University, Mankato 1981 — 1986
BS, Computer Science, Accounting, Speech, Business
Robbinsdale High School
Craig Van Sickle Craig Van Sickle's IDS Financial Services Experience 1988 - 1990
Job Regional Developer Spa810 franchise/South Florida and Puerto Rico
Industry Health, Wellness and Fitness
Experience
Florida Spa Services LLC March 2014 - Present
Best Cut LLC May 2012 - Present
Dimex S. A. October 1995 - Present
Universidad del Istmo 2007 - 2013
American Chamber of Commerce in Guatemala 2001 - 2010
CHP International June 1994 - September 1995
Santa Lucrecia March 1991 - August 1995
CHP International September 1990 - May 1994
IDS Financial Services 1988 - 1990
Ohio State Cooperative Extension Service October 1985 - August 1988
Skills
Budgeting, Supervisory Skills, Financial Planning, Hiring, Spanish, Public Speaking, Microsoft Office, Excel, Word, Planning, New Business Development, Budgets, Project Planning, Microsoft Word, Training, Microsoft Excel, Entrepreneurship, Management, Strategic Financial..., Leadership, Negotiation, Strategic Planning, Organizational...
Education
Global Translation Institute 2011 — 2011
CTP, Translation - English/Spanish language pair
Oxford Institute Guatemala 2010 — 2011
Diploma, Sworn Translator
University of Illinois at Urbana-Champaign 1984 — 1985
M. S., Agricultural Economics/International Development
Peace Corps Livestock Development Training 1980 — 1980
Spanish Language and Agricultural Development
University of Central Missouri 1976 — 1980
B. S., Agricultural Economics
Cardington-Lincoln High School 1972 — 1976
Diploma
Florida Spa Services LLC March 2014 - Present
Best Cut LLC May 2012 - Present
Dimex S. A. October 1995 - Present
Universidad del Istmo 2007 - 2013
American Chamber of Commerce in Guatemala 2001 - 2010
CHP International June 1994 - September 1995
Santa Lucrecia March 1991 - August 1995
CHP International September 1990 - May 1994
IDS Financial Services 1988 - 1990
Ohio State Cooperative Extension Service October 1985 - August 1988
Skills
Budgeting, Supervisory Skills, Financial Planning, Hiring, Spanish, Public Speaking, Microsoft Office, Excel, Word, Planning, New Business Development, Budgets, Project Planning, Microsoft Word, Training, Microsoft Excel, Entrepreneurship, Management, Strategic Financial..., Leadership, Negotiation, Strategic Planning, Organizational...
Education
Global Translation Institute 2011 — 2011
CTP, Translation - English/Spanish language pair
Oxford Institute Guatemala 2010 — 2011
Diploma, Sworn Translator
University of Illinois at Urbana-Champaign 1984 — 1985
M. S., Agricultural Economics/International Development
Peace Corps Livestock Development Training 1980 — 1980
Spanish Language and Agricultural Development
University of Central Missouri 1976 — 1980
B. S., Agricultural Economics
Cardington-Lincoln High School 1972 — 1976
Diploma
John T. Sullivan John T. Sullivan's IDS Financial Services Experience January 1981 - January 1988
Job Ameriprise FinancialFranchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc February 2010 - Present
Ameriprise Financial Services, Inc January 2007 - January 2010
RiverSource Distributors, Inc January 2002 - January 2007
Prudential Financial Inc January 1998 - January 2001
American Express Financial Advisors, Inc January 1990 - January 1998
IDS-American Express January 1989 - January 1990
Investors Diversified Services January 1984 - January 1988
IDS Financial Services January 1981 - January 1988
Education
University of California, Davis 1977 — 1979
Bachelor of Science, Business Management
Ameriprise Financial Services, Inc February 2010 - Present
Ameriprise Financial Services, Inc January 2007 - January 2010
RiverSource Distributors, Inc January 2002 - January 2007
Prudential Financial Inc January 1998 - January 2001
American Express Financial Advisors, Inc January 1990 - January 1998
IDS-American Express January 1989 - January 1990
Investors Diversified Services January 1984 - January 1988
IDS Financial Services January 1981 - January 1988
Education
University of California, Davis 1977 — 1979
Bachelor of Science, Business Management
Gary Kinniburgh CPCU, AIS, AINS Gary Kinniburgh CPCU, AIS, AINS's IDS Financial Services Experience November 1990 - January 1994
Job Underwriting, PEMCO
Industry Insurance
Experience
PEMCO December 2013 - Present
People's Trust Insurance Company April 2011 - December 2013
People's Trust Insurance Company May 2010 - December 2013
Mutual of Enumclaw 2002 - 2008
Unitrin Property & Casualty Insurance January 1994 - January 2002
Valley Insurance Co 1994 - 2002
IDS Financial Services November 1990 - January 1994
Skills
Property & Casualty..., Insurance, Underwriting, Cross-functional Team..., Risk Management, Staff Management, Legal Liability, General Insurance, Liability, Insurance Law, Casualty, Management, Commercial Insurance
Education
University of Montana 1980 — 1982
BS - Business Administration, Business, Finance & Personnel Management
Chartered Property & Casualty
CPCU, Insurance
Flathhead High School
PEMCO December 2013 - Present
People's Trust Insurance Company April 2011 - December 2013
People's Trust Insurance Company May 2010 - December 2013
Mutual of Enumclaw 2002 - 2008
Unitrin Property & Casualty Insurance January 1994 - January 2002
Valley Insurance Co 1994 - 2002
IDS Financial Services November 1990 - January 1994
Skills
Property & Casualty..., Insurance, Underwriting, Cross-functional Team..., Risk Management, Staff Management, Legal Liability, General Insurance, Liability, Insurance Law, Casualty, Management, Commercial Insurance
Education
University of Montana 1980 — 1982
BS - Business Administration, Business, Finance & Personnel Management
Chartered Property & Casualty
CPCU, Insurance
Flathhead High School
Kurt A. Schindler, PhD, CFP®'s IDS Financial Services Experience January 1987 - January 1990
Job Director of Financial Education, Banco Popular de PR
Industry Banking
Experience
Banco Popular de Puerto Rico March 2005 - Present
Jump$tart Coalition Puerto Rico February 2014 - Present
University of Puerto Rico August 2013 - Present
Fundación Ricky Martin 2005 - Present
Inter American University of Puerto Rico August 2014 - June 2015
Kansas State University March 2013 - May 2014
Financial Planning Group July 1992 - February 2005
Financial Planning Group July 1990 - June 1992
IDS Financial Services January 1987 - January 1990
Skills
Financial Education, Strategic Financial..., Wealth Management, Personal Finance, Estate Planning, Budgets, Investments, Retirement Planning, Succession Planning, Retirement, Employee Benefits, Training, Financial Advisory, Portfolio Management, Banking, Marketing, Cash Flow, Finance, Financial Planners, Insurance, Risk Management, Business Planning, Investment Management, Investment Advisory, Securities, Leadership, Financial Planning, Credit, Mutual Funds, Loans, Life Insurance, Budgeting, High Net Worth..., Certified Financial..., Disability Insurance, Asset Management, Retail Banking, Fixed Annuities, Strategic Planning
Education
Kansas State University 2009 — 2014
Ph.D., Personal Financial Planning
The American College 1992 — 1997
MS, Financial Services (Planning)
College for Financial Planning 1987 — 1990
CFP®, Financial Planning
State University of New York College at Oswego 1980 — 1984
BA, Concentration, Spanish, Economics
Banco Popular de Puerto Rico March 2005 - Present
Jump$tart Coalition Puerto Rico February 2014 - Present
University of Puerto Rico August 2013 - Present
Fundación Ricky Martin 2005 - Present
Inter American University of Puerto Rico August 2014 - June 2015
Kansas State University March 2013 - May 2014
Financial Planning Group July 1992 - February 2005
Financial Planning Group July 1990 - June 1992
IDS Financial Services January 1987 - January 1990
Skills
Financial Education, Strategic Financial..., Wealth Management, Personal Finance, Estate Planning, Budgets, Investments, Retirement Planning, Succession Planning, Retirement, Employee Benefits, Training, Financial Advisory, Portfolio Management, Banking, Marketing, Cash Flow, Finance, Financial Planners, Insurance, Risk Management, Business Planning, Investment Management, Investment Advisory, Securities, Leadership, Financial Planning, Credit, Mutual Funds, Loans, Life Insurance, Budgeting, High Net Worth..., Certified Financial..., Disability Insurance, Asset Management, Retail Banking, Fixed Annuities, Strategic Planning
Education
Kansas State University 2009 — 2014
Ph.D., Personal Financial Planning
The American College 1992 — 1997
MS, Financial Services (Planning)
College for Financial Planning 1987 — 1990
CFP®, Financial Planning
State University of New York College at Oswego 1980 — 1984
BA, Concentration, Spanish, Economics
Joey Nerenberg Joey Nerenberg's IDS Financial Services Experience June 1985 - August 1990
Job Learning Solutions, Sustainability, Culinary and Product Professional
Industry Higher Education
Experience
Art Institute Inland Empire & San Diego June 2003 - July 2015
Infusion Culinary, Inc. June 2005 - December 2010
Tasteful Learning Initiatives Inc. September 2005 - June 2008
Bloomingdale's San Diego October 2006 - April 2008
Digital Lighthouse January 2000 - January 2001
LPL Financial Services September 1996 - June 1999
American Express Financial Advisors September 1994 - June 1996
American Express Financial Advisors September 1990 - August 1994
IDS Financial Services June 1985 - August 1990
Skills
Culinary Skills, Menu Development, Cooking, Catering, Recipes, Restaurants, Training, Cuisine, Team Building, Food & Beverage, Restaurant Management, Event Planning, Management, Organizational..., Curriculum Development, Learning & Development..., Talent Development, Leadership Development, Product & Process..., Product Management, Fine Dining, Baking, Public Speaking, Budgets, Pastry, ServSafe, Hospitality Management, Staff Development, Food Safety, Wine, Teaching, Sanitation, Food Preparation, Banquets, Marketing, Hiring, Inventory Management, Coaching, Cost Control, Product Marketing, Sustainability, Product Development, Budgeting, Customer Service, Leadership, Hospitality, Event Management, Project Management, Food, Microsoft Office
Education
Prescott College 2012 — 2014
Doctor of Philosophy (Ph.D.), Sustainability Education
Argosy University
DBA Coursework
Kapiolani Community College 2001 — 2003
Culinary Certificate Coursework
University of Minnesota - Carlson School of Management 1982 — 1985
Master of Business Administration (M.B.A.), MIS & Operations Management
University of California, San Diego 1980 — 1982
Bachelor’s Degree, Political Science
Art Institute Inland Empire & San Diego June 2003 - July 2015
Infusion Culinary, Inc. June 2005 - December 2010
Tasteful Learning Initiatives Inc. September 2005 - June 2008
Bloomingdale's San Diego October 2006 - April 2008
Digital Lighthouse January 2000 - January 2001
LPL Financial Services September 1996 - June 1999
American Express Financial Advisors September 1994 - June 1996
American Express Financial Advisors September 1990 - August 1994
IDS Financial Services June 1985 - August 1990
Skills
Culinary Skills, Menu Development, Cooking, Catering, Recipes, Restaurants, Training, Cuisine, Team Building, Food & Beverage, Restaurant Management, Event Planning, Management, Organizational..., Curriculum Development, Learning & Development..., Talent Development, Leadership Development, Product & Process..., Product Management, Fine Dining, Baking, Public Speaking, Budgets, Pastry, ServSafe, Hospitality Management, Staff Development, Food Safety, Wine, Teaching, Sanitation, Food Preparation, Banquets, Marketing, Hiring, Inventory Management, Coaching, Cost Control, Product Marketing, Sustainability, Product Development, Budgeting, Customer Service, Leadership, Hospitality, Event Management, Project Management, Food, Microsoft Office
Education
Prescott College 2012 — 2014
Doctor of Philosophy (Ph.D.), Sustainability Education
Argosy University
DBA Coursework
Kapiolani Community College 2001 — 2003
Culinary Certificate Coursework
University of Minnesota - Carlson School of Management 1982 — 1985
Master of Business Administration (M.B.A.), MIS & Operations Management
University of California, San Diego 1980 — 1982
Bachelor’s Degree, Political Science
Jerrold Czech Jerrold Czech's IDS Financial Services Experience 1990 - 1995
Job Sr. Product Manager/Developer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2004 - Present
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1998 - 2002
Bethlehem Academy 1995 - 1997
IDS Financial Services 1990 - 1995
Skills
Series 7, Mutual Funds, AML, Series 24, Wealth Management, Relationship Management, Risk Management, Options, Financial Services, Portfolio Management, Investments, Financial Analysis, Asset Allocation, Retirement, Business Analysis, Series 63, Securities, Strategic Financial..., Retirement Planning, FINRA, Finance, Coaching, Process Management, Financial Advisory, Investment Advisory, Process Improvement, Alternative Investments
Education
Macalester College 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Cretin High School 1983 — 1987
Diploma
Ameriprise Financial Services, Inc. September 2004 - Present
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1998 - 2002
Bethlehem Academy 1995 - 1997
IDS Financial Services 1990 - 1995
Skills
Series 7, Mutual Funds, AML, Series 24, Wealth Management, Relationship Management, Risk Management, Options, Financial Services, Portfolio Management, Investments, Financial Analysis, Asset Allocation, Retirement, Business Analysis, Series 63, Securities, Strategic Financial..., Retirement Planning, FINRA, Finance, Coaching, Process Management, Financial Advisory, Investment Advisory, Process Improvement, Alternative Investments
Education
Macalester College 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Cretin High School 1983 — 1987
Diploma
Ryan Jantzen Ryan Jantzen's IDS Financial Services Experience January 1991 - December 1994
Job Partner / Senior Financial Advisor Pacific Investment Consultants
Industry Financial Services
Experience
Pacific Investment Consultants February 2009 - Present
Allstate Financial June 2002 - February 2009
London Pacific Advisors December 1994 - June 2002
IDS Financial Services January 1991 - December 1994
Skills
Investments, Financial Services, Retirement Planning, Wealth Management..., Retirement, 401k, Portfolio Management, Finance, Fixed Annuities, Insurance, Wealth Management
Education
California State University-Sacramento 1985 — 1990
BA, Psychology
Pacific Investment Consultants February 2009 - Present
Allstate Financial June 2002 - February 2009
London Pacific Advisors December 1994 - June 2002
IDS Financial Services January 1991 - December 1994
Skills
Investments, Financial Services, Retirement Planning, Wealth Management..., Retirement, 401k, Portfolio Management, Finance, Fixed Annuities, Insurance, Wealth Management
Education
California State University-Sacramento 1985 — 1990
BA, Psychology
Clay Brandt Clay Brandt's IDS Financial Services Experience 1990 - 1994
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1994 - Present
IDS Financial Services 1990 - 1994
Kettle Moraine High School 1990 - 1993
Virginia Intermont College 1987 - 1990
Cardinal Stritch College 1983 - 1987
Education
United States Sports Academy
Master’s Degree, Sports Administration & Coaching
Carroll University 1979 — 1981
Bachelor’s Degree, Business
Kettle Moraine High School
Wells Fargo Advisors January 1994 - Present
IDS Financial Services 1990 - 1994
Kettle Moraine High School 1990 - 1993
Virginia Intermont College 1987 - 1990
Cardinal Stritch College 1983 - 1987
Education
United States Sports Academy
Master’s Degree, Sports Administration & Coaching
Carroll University 1979 — 1981
Bachelor’s Degree, Business
Kettle Moraine High School
Rosemary Koerwer Rosemary Koerwer's IDS Financial Services Experience May 1983 - June 1985
Job Client Service Manager at Southport Financial Group / Raymond James
Industry Financial Services
Experience
Southport Financial Group / Raymond James December 2012 - Present
Merrill Lynch May 1988 - December 1996
Fidelity Investments May 1986 - May 1988
First Winthrop Corporation June 1985 - May 1986
IDS Financial Services May 1983 - June 1985
Skills
Risk Management, Investments, Asset Managment, Project Management, Asset Management, Real Estate, Mutual Funds, Finance, Portfolio Management, Sales, Hedge Funds, Financial Services, Financial Modeling, Financial Analysis, Equities, Management, Strategic Planning
Education
The University of Connecticut 1979 — 1983
Bachelor's Degree, Consumer Economics
Wilton High School
Southport Financial Group / Raymond James December 2012 - Present
Merrill Lynch May 1988 - December 1996
Fidelity Investments May 1986 - May 1988
First Winthrop Corporation June 1985 - May 1986
IDS Financial Services May 1983 - June 1985
Skills
Risk Management, Investments, Asset Managment, Project Management, Asset Management, Real Estate, Mutual Funds, Finance, Portfolio Management, Sales, Hedge Funds, Financial Services, Financial Modeling, Financial Analysis, Equities, Management, Strategic Planning
Education
The University of Connecticut 1979 — 1983
Bachelor's Degree, Consumer Economics
Wilton High School
Lynn Klicker Uthe Lynn Klicker Uthe's IDS Financial Services Experience 1990 - 1992
Job Owner, Lynn Klicker Uthe, Ltd.
Industry Law Practice
Experience
Chrisian Legal Society June 2011 - Present
Girl Scouts of Minnesota and Wisconsin River Valleys 2004 - Present
Lynn Klicker Uthe, Ltd. May 1992 - Present
Centura Oil, Inc. 2001 - Present
Christian Rocovery Counseling 2009 - 2015
Tubman Family Alliance 2003 - 2005
IDS Financial Services 1990 - 1992
Skills
Litigation, Family Law, Paternity, Collaborative Law, Contract Negotiation, Mediation, Arbitration, Trials, Commercial Litigation, Civil Litigation, Legal Assistance, Dispute Resolution, Legal Research, Courts, Legal Advice, Legal Writing, Domestic Relations, Trial Practice, Appeals
Education
William Mitchell College of Law
JD, Law
University of Minnesota-Twin Cities 1979 — 1981
BA, Economics and Music
Gustavus Adolphus College 1976 — 1978
Chrisian Legal Society June 2011 - Present
Girl Scouts of Minnesota and Wisconsin River Valleys 2004 - Present
Lynn Klicker Uthe, Ltd. May 1992 - Present
Centura Oil, Inc. 2001 - Present
Christian Rocovery Counseling 2009 - 2015
Tubman Family Alliance 2003 - 2005
IDS Financial Services 1990 - 1992
Skills
Litigation, Family Law, Paternity, Collaborative Law, Contract Negotiation, Mediation, Arbitration, Trials, Commercial Litigation, Civil Litigation, Legal Assistance, Dispute Resolution, Legal Research, Courts, Legal Advice, Legal Writing, Domestic Relations, Trial Practice, Appeals
Education
William Mitchell College of Law
JD, Law
University of Minnesota-Twin Cities 1979 — 1981
BA, Economics and Music
Gustavus Adolphus College 1976 — 1978
Michael A. Jones Michael A. Jones's IDS Financial Services Experience August 1988 - September 1991
Job Executive Director at Memorial Hospital Foundation
Industry Philanthropy
Experience
Memorial Hospital Foundation October 1991 - Present
IDS Financial Services August 1988 - September 1991
West Hartford Public Schools September 1971 - May 1988
Skills
Martial Artist, Soccer Referee, Creative Writer
Education
Vincennes University 1965 — 1967
AS, General Education
Indiana University Bloomington
BS & MS, Speech & Theatre
Memorial Hospital Foundation October 1991 - Present
IDS Financial Services August 1988 - September 1991
West Hartford Public Schools September 1971 - May 1988
Skills
Martial Artist, Soccer Referee, Creative Writer
Education
Vincennes University 1965 — 1967
AS, General Education
Indiana University Bloomington
BS & MS, Speech & Theatre
William Connington's IDS Financial Services Experience September 1992 - September 1997
Job Wealth Advisor at Connington Wealth Management LLC
Industry Financial Services
Experience
Connington Wealth Managment LLC December 2014 - Present
Astorino Financial Group January 2010 - January 2014
Connington Wealth Management Gorup September 1997 - January 2010
IDS Financial Services September 1992 - September 1997
Skills
Retirement Planning, Wealth Management, Wealth, Finance, Financial Planning, Mutual Funds, Investments, Series 7, Asset Allocation, Retirement, Investment Advisory, Securities
Education
Seton Hall University 1989 — 1992
B.A., Finance, history
Connington Wealth Managment LLC December 2014 - Present
Astorino Financial Group January 2010 - January 2014
Connington Wealth Management Gorup September 1997 - January 2010
IDS Financial Services September 1992 - September 1997
Skills
Retirement Planning, Wealth Management, Wealth, Finance, Financial Planning, Mutual Funds, Investments, Series 7, Asset Allocation, Retirement, Investment Advisory, Securities
Education
Seton Hall University 1989 — 1992
B.A., Finance, history
Ellen Friedman's IDS Financial Services Experience 1986 - 1994
Job Information Integration Architect at Minnesota Department of Public Safety
Industry Information Technology and Services
Experience
Minnesota Department of Public Safety July 2010 - Present
SoftEdge Solutions, Inc. August 1994 - Present
Eagan High School 2001 - 2013
National Marrow Donor Program 2007 - July 2010
GMAC-RFC 2001 - 2007
ResCap 2001 - 2007
Thomson West 1995 - 2000
IDS Financial Services 1986 - 1994
NCS Pearson 1983 - 1986
Skills
T-SQL, SOA, SDLC, UML, SSRS, XML, C#, .NET, Microsoft SQL Server, Data Warehousing, SSIS, Business Analysis, Data Modeling, Database Design, Requirements Gathering, PL/SQL, Enterprise Architecture, C++
Education
Iowa State University
BS, Biology, Chemistry
University of Iowa
MBA
Minnesota Department of Public Safety July 2010 - Present
SoftEdge Solutions, Inc. August 1994 - Present
Eagan High School 2001 - 2013
National Marrow Donor Program 2007 - July 2010
GMAC-RFC 2001 - 2007
ResCap 2001 - 2007
Thomson West 1995 - 2000
IDS Financial Services 1986 - 1994
NCS Pearson 1983 - 1986
Skills
T-SQL, SOA, SDLC, UML, SSRS, XML, C#, .NET, Microsoft SQL Server, Data Warehousing, SSIS, Business Analysis, Data Modeling, Database Design, Requirements Gathering, PL/SQL, Enterprise Architecture, C++
Education
Iowa State University
BS, Biology, Chemistry
University of Iowa
MBA
Janet Borda Steinke CFP®'s IDS Financial Services Experience July 1991 - February 1993
Job Financial Advisor Caring about Your Financial Success
Industry Financial Services
Experience
Buckingham Financial Group, Inc February 1993 - Present
IDS Financial Services July 1991 - February 1993
Skills
Please do not leave...
Education
Purdue University 1986 — 1991
BS, Financial Planning & Counseling
Buckingham Financial Group, Inc February 1993 - Present
IDS Financial Services July 1991 - February 1993
Skills
Please do not leave...
Education
Purdue University 1986 — 1991
BS, Financial Planning & Counseling
Elizabeth Claeys's IDS Financial Services Experience 1992 - 1995
Job at
Industry Financial Services
Experience
Ameriprise Financial June 2010 - October 2011
Allianz Life Insurance of North America March 2009 - May 2010
Ameriprise Financial January 2008 - February 2009
Ameriprise Financial August 2005 - January 2008
American Express July 2003 - August 2005
American Express Financial Advisors Inc. April 2002 - August 2003
American Express Retirement Services November 1995 - December 1999
IDS Financial Services 1992 - 1995
Skills
Relationship..., Strategic Communications, Compliance, Series 24, Series 7, Management, Securities, Strategy, Banking, Asset Management, Marketing, Financial Services, Wealth Management, Insurance, Leadership, Strategic Financial..., Program Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Planning
Education
Augsburg College
BA, Marketing, Management, Psychology
University of Saint Thomas - School of Business
Masters of Business Administration, Marketing
Ameriprise Financial June 2010 - October 2011
Allianz Life Insurance of North America March 2009 - May 2010
Ameriprise Financial January 2008 - February 2009
Ameriprise Financial August 2005 - January 2008
American Express July 2003 - August 2005
American Express Financial Advisors Inc. April 2002 - August 2003
American Express Retirement Services November 1995 - December 1999
IDS Financial Services 1992 - 1995
Skills
Relationship..., Strategic Communications, Compliance, Series 24, Series 7, Management, Securities, Strategy, Banking, Asset Management, Marketing, Financial Services, Wealth Management, Insurance, Leadership, Strategic Financial..., Program Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Planning
Education
Augsburg College
BA, Marketing, Management, Psychology
University of Saint Thomas - School of Business
Masters of Business Administration, Marketing
David A. Auerbach, CRPC®'s IDS Financial Services Experience 1990 - 1994
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1990 - Present
American Express Financial Advisors October 1999 - July 2004
American Express Financial Advisors 1995 - 1999
IDS Financial Services 1990 - 1994
Education
American University - Kogod School of Business 1986 — 1990
BSBA, Finance
Ameriprise Financial Services, Inc. June 1990 - Present
American Express Financial Advisors October 1999 - July 2004
American Express Financial Advisors 1995 - 1999
IDS Financial Services 1990 - 1994
Education
American University - Kogod School of Business 1986 — 1990
BSBA, Finance
Francis Ubini's IDS Financial Services Experience January 1991 - July 1998
Job Senior Vice President at Chartered Capital LLC
Industry Financial Services
Experience
Chartered Capital LLC October 2004 - Present
Assent LLC October 2003 - October 2004
WORLDCO LLC July 1998 - October 2003
IDS FINANCIAL SERVICES January 1991 - July 1998
OXFORD CAPITAL SECURITIES September 1989 - December 1990
Skills
Investments, Investment Strategies, Risk Management, Asset Allocation, Finance, Wealth Management..., High Net Worth..., Equities, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Private Equity, Venture Capital, Trading, Securities, Alternative Investments, Series 7, Options, Financial Markets, Bloomberg, Equity Trading, Investment Banking, Entrepreneurship, Bonds, Money, Investment Management, Equity Research, Series 63, Derivatives, Leadership, Trading Systems, Electronic Trading, Equity Derivatives, Structured Products, Proprietary Trading, Hedging, Trading Strategies, FX Options, Commodity, Emerging Markets, Mutual Funds, ETFs, Fund Of Funds, Structured Finance, Financial Structuring, FINRA
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Corporate Finance
Baylor University - Hankamer School of Business 1986 — 1987
MBA, Finance and Financial Management Services
State University of New York College at Fredonia
BS, FINANCE
State University of New York College at Fredonia
BA, ECONOMICS
Chartered Capital LLC October 2004 - Present
Assent LLC October 2003 - October 2004
WORLDCO LLC July 1998 - October 2003
IDS FINANCIAL SERVICES January 1991 - July 1998
OXFORD CAPITAL SECURITIES September 1989 - December 1990
Skills
Investments, Investment Strategies, Risk Management, Asset Allocation, Finance, Wealth Management..., High Net Worth..., Equities, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Private Equity, Venture Capital, Trading, Securities, Alternative Investments, Series 7, Options, Financial Markets, Bloomberg, Equity Trading, Investment Banking, Entrepreneurship, Bonds, Money, Investment Management, Equity Research, Series 63, Derivatives, Leadership, Trading Systems, Electronic Trading, Equity Derivatives, Structured Products, Proprietary Trading, Hedging, Trading Strategies, FX Options, Commodity, Emerging Markets, Mutual Funds, ETFs, Fund Of Funds, Structured Finance, Financial Structuring, FINRA
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Corporate Finance
Baylor University - Hankamer School of Business 1986 — 1987
MBA, Finance and Financial Management Services
State University of New York College at Fredonia
BS, FINANCE
State University of New York College at Fredonia
BA, ECONOMICS
Tom Lux's IDS Financial Services Experience 1984 - 1996
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Ameriprise Financial 2005 - Present
IDS Financial Services 1984 - 1996
Education
University of Minnesota-Twin Cities 1977 — 1983
BS, Psychology
Ameriprise Financial 2005 - Present
IDS Financial Services 1984 - 1996
Education
University of Minnesota-Twin Cities 1977 — 1983
BS, Psychology
Dan Bukowski's IDS Financial Services Experience April 1988 - September 1989
Job Managing Director/Data Analytics & Research at Markit
Industry Investment Management
Experience
Markit November 2011 - Present
QSG March 2008 - October 2011
Calamos Investments May 2007 - February 2008
Citigroup Asset Management February 1998 - December 2005
Kemper Financial Services September 1989 - February 1998
IDS Financial Services April 1988 - September 1989
Morgan Stanley Asset Mgnt April 1986 - April 1988
Skills
Analytics, Equities, Research, Hedge Funds, Fixed Income, Equity Research, Derivatives, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Quantitative Analytics, Quantitative Finance, Capital Markets, Financial Modeling, Valuation, Asset Allocation, Investment Management, Financial Markets, Investments
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA), Finance and Econometrics
The University of Chicago 1981 — 1984
BA, Statistics
Markit November 2011 - Present
QSG March 2008 - October 2011
Calamos Investments May 2007 - February 2008
Citigroup Asset Management February 1998 - December 2005
Kemper Financial Services September 1989 - February 1998
IDS Financial Services April 1988 - September 1989
Morgan Stanley Asset Mgnt April 1986 - April 1988
Skills
Analytics, Equities, Research, Hedge Funds, Fixed Income, Equity Research, Derivatives, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Quantitative Analytics, Quantitative Finance, Capital Markets, Financial Modeling, Valuation, Asset Allocation, Investment Management, Financial Markets, Investments
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA), Finance and Econometrics
The University of Chicago 1981 — 1984
BA, Statistics
John Magilligan's IDS Financial Services Experience 1991 - 1993
Job Visiting Instructor, Accounting and Finance at Framingham State College
Industry Financial Services
Experience
Framingham State University 2006 - Present
John F. Magilligan, Sr., CPA 2003 - Present
UMass Boston 2004 - 2005
Northeastern University 1997 - 2005
Tofias PC 1999 - 2003
KPMG Peat Marwick 1993 - 1999
IDS Financial Services 1991 - 1993
Depot Distributors of New England, Inc. 1982 - 1991
Marshalls, Inc. 1979 - 1982
Education
Bentley University
M.S., Taxation
Boston College
A.B., Economics
Northeastern University
M.S., Accounting
Framingham State University 2006 - Present
John F. Magilligan, Sr., CPA 2003 - Present
UMass Boston 2004 - 2005
Northeastern University 1997 - 2005
Tofias PC 1999 - 2003
KPMG Peat Marwick 1993 - 1999
IDS Financial Services 1991 - 1993
Depot Distributors of New England, Inc. 1982 - 1991
Marshalls, Inc. 1979 - 1982
Education
Bentley University
M.S., Taxation
Boston College
A.B., Economics
Northeastern University
M.S., Accounting
Andrew Silberman's IDS Financial Services Experience 1987 - 1995
Job Freelance financial writer
Industry Financial Services
Experience
Andrew N. Silberman Marketing Communications 1997 - 2014
IDS Financial Services 1987 - 1995
Skills
Marketing Communications, Writing, Brochures, Internal Communications, Creative Development, Newsletters, Creative Direction, Copywriting, Corporate Communications, Strategic Communications, Integrated Marketing, Direct Marketing, Online Marketing, Email Marketing, Social Media
Education
University of Minnesota-Twin Cities 1982 — 1984
M.A., Mass Communications
Carleton College 1975 — 1979
B.A., Sociology
Andrew N. Silberman Marketing Communications 1997 - 2014
IDS Financial Services 1987 - 1995
Skills
Marketing Communications, Writing, Brochures, Internal Communications, Creative Development, Newsletters, Creative Direction, Copywriting, Corporate Communications, Strategic Communications, Integrated Marketing, Direct Marketing, Online Marketing, Email Marketing, Social Media
Education
University of Minnesota-Twin Cities 1982 — 1984
M.A., Mass Communications
Carleton College 1975 — 1979
B.A., Sociology
Tim Meehan's IDS Financial Services Experience 1987 - 1995
Job Vice President, Deputy General Counsel, Corporate Law at Thrivent Financial
Industry Legal Services
Experience
Thrivent Financial December 2014 - Present
Thrivent Financial for Lutherans 2012 - 2014
Thrivent Financial for Lutherans 2009 - 2012
Tim Meehan & Associates 2005 - 2009
American Express Financial Advisors 1995 - 2005
IDS Financial Services 1987 - 1995
Skills
Legal Writing, Management, Securities Regulation, Litigation, Contract Negotiation, Insurance Law, Arbitration, Employment Law, Litigation Management, Civil Litigation, Alternative Dispute..., Legal Compliance, Privacy Law
Education
William Mitchell College of Law 1981 — 1984
JD
University of Minnesota-Twin Cities
BS
Thrivent Financial December 2014 - Present
Thrivent Financial for Lutherans 2012 - 2014
Thrivent Financial for Lutherans 2009 - 2012
Tim Meehan & Associates 2005 - 2009
American Express Financial Advisors 1995 - 2005
IDS Financial Services 1987 - 1995
Skills
Legal Writing, Management, Securities Regulation, Litigation, Contract Negotiation, Insurance Law, Arbitration, Employment Law, Litigation Management, Civil Litigation, Alternative Dispute..., Legal Compliance, Privacy Law
Education
William Mitchell College of Law 1981 — 1984
JD
University of Minnesota-Twin Cities
BS
Barbara Rushing's IDS Financial Services Experience January 1981 - January 1987
Job Wealth Planning Consultant
Industry Financial Services
Experience
Wealth Planning and Product Management Consultant January 2013 - Present
First Niagara Financial Group January 2011 - December 2012
Rushing Planning Services January 2010 - January 2011
SEI Private Trust Company October 2000 - December 2009
SEI 2000 - 2009
MetLife Trust Company August 1998 - October 2000
American Express Trust Company June 1997 - July 1998
Rushing May 1989 - May 1997
M. Weisser, Inc January 1987 - January 1989
IDS Financial Services January 1981 - January 1987
Skills
Strategic Financial..., Investments
Education
The American College 2007 — 2008
CAP, Philanthropy
University of Wisconsin 1967 — 1968
M.A, Counseling and Behavioral Studies
Duke University 1962 — 1966
Bachelor of Arts
Duke University 1962 — 1966
B.A, Sociology
Wealth Planning and Product Management Consultant January 2013 - Present
First Niagara Financial Group January 2011 - December 2012
Rushing Planning Services January 2010 - January 2011
SEI Private Trust Company October 2000 - December 2009
SEI 2000 - 2009
MetLife Trust Company August 1998 - October 2000
American Express Trust Company June 1997 - July 1998
Rushing May 1989 - May 1997
M. Weisser, Inc January 1987 - January 1989
IDS Financial Services January 1981 - January 1987
Skills
Strategic Financial..., Investments
Education
The American College 2007 — 2008
CAP, Philanthropy
University of Wisconsin 1967 — 1968
M.A, Counseling and Behavioral Studies
Duke University 1962 — 1966
Bachelor of Arts
Duke University 1962 — 1966
B.A, Sociology
John Kilcoyne, CPA's IDS Financial Services Experience November 1987 - November 1993
Job Partner at Solar & Kilcoyne, PC
Industry Accounting
Experience
Solar & Kilcoyne, PC December 1993 - Present
IDS Financial Services November 1987 - November 1993
Skills
Strategic Planning, Budgets, Small Business, Due Diligence, Team Building, Mergers & Acquisitions, Banking, Accounting, Financial Analysis, Management Consulting, Strategic Financial..., Business Planning, Tax, Financial Reporting, Auditing
Education
Babson College 1976 — 1978
Master of Business Administration (MBA), Taxation/Accounting
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
Solar & Kilcoyne, PC December 1993 - Present
IDS Financial Services November 1987 - November 1993
Skills
Strategic Planning, Budgets, Small Business, Due Diligence, Team Building, Mergers & Acquisitions, Banking, Accounting, Financial Analysis, Management Consulting, Strategic Financial..., Business Planning, Tax, Financial Reporting, Auditing
Education
Babson College 1976 — 1978
Master of Business Administration (MBA), Taxation/Accounting
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
Jo-Ann (Gonzales) Ricci's IDS Financial Services Experience 1990 - 1993
Job Wealth Associate Relationship Manager at BB&T
Industry Banking
Experience
BB&T September 2012 - Present
Wells Fargo August 1994 - August 2012
Wachovia, A Wells Fargo Company 2003 - 2004
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
Skills
Wealth Management, Portfolio Management, Management, Loans, Investment Advisory, Banking, CRM, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Consumer Lending, Credit, Treasury Management, Lines Of Credit, Cross Selling, Retail Banking, Cash Management, Relationship Management, Finance
Education
Old Dominion University 1986 — 1990
Bachelor of Science (BS), Finance, General
BB&T September 2012 - Present
Wells Fargo August 1994 - August 2012
Wachovia, A Wells Fargo Company 2003 - 2004
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
Skills
Wealth Management, Portfolio Management, Management, Loans, Investment Advisory, Banking, CRM, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Consumer Lending, Credit, Treasury Management, Lines Of Credit, Cross Selling, Retail Banking, Cash Management, Relationship Management, Finance
Education
Old Dominion University 1986 — 1990
Bachelor of Science (BS), Finance, General
Brett Kasak's IDS Financial Services Experience March 1990 - June 1993
Job Vice President/ Region Manager at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. June 1993 - Present
First Interstate Bank January 1999 - November 1999
IDS Financial Services March 1990 - June 1993
Education
Bemidji State University 1984 — 1988
U.S. Bancorp Investments, Inc. June 1993 - Present
First Interstate Bank January 1999 - November 1999
IDS Financial Services March 1990 - June 1993
Education
Bemidji State University 1984 — 1988
Mary Jo Maloney's IDS Financial Services Experience 1987 - 1991
Job Director Portfolio Administration at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
Ameriprise Financial August 2005 - June 2009
American Express Financial Advisors June 1994 - August 2005
IDS 1991 - 1994
IDS Financial Services 1987 - 1991
Education
University of St. Thomas 1987 — 1991
MBA, Management
University of Iowa 1982 — 1986
BA, Accounting
Ameriprise Financial October 2010 - Present
Ameriprise Financial August 2005 - June 2009
American Express Financial Advisors June 1994 - August 2005
IDS 1991 - 1994
IDS Financial Services 1987 - 1991
Education
University of St. Thomas 1987 — 1991
MBA, Management
University of Iowa 1982 — 1986
BA, Accounting
Duane Foss's IDS Financial Services Experience 1973 - 1995
Job Senior System Engineer at Avaya
Industry Computer Networking
Experience
Avaya January 2010 - Present
Nortel 1999 - April 2010
American Express 1998 - 1999
BayNetworks 1997 - 1998
American Express Financial Advisors 1990 - 1995
IDS Financial Services 1973 - 1995
Skills
VoIP, Networking, Network Design, Telecommunications, Integration, IP, SIP, Unified Communications, Routers, LAN-WAN, Wireless, Ethernet, Cloud Computing, Sales Engineering, Contact Centers, Avaya, Solution Selling, TCP/IP, Data Center, MPLS, Cisco Technologies, QoS, Telephony, Virtualization, Pre-sales, Switches, Routing, Managed Services, WAN, Network Architecture
Education
Augsburg College 1969 — 1973
BA, Business Adm - Finance, Business-Adm-Acctg
Avaya January 2010 - Present
Nortel 1999 - April 2010
American Express 1998 - 1999
BayNetworks 1997 - 1998
American Express Financial Advisors 1990 - 1995
IDS Financial Services 1973 - 1995
Skills
VoIP, Networking, Network Design, Telecommunications, Integration, IP, SIP, Unified Communications, Routers, LAN-WAN, Wireless, Ethernet, Cloud Computing, Sales Engineering, Contact Centers, Avaya, Solution Selling, TCP/IP, Data Center, MPLS, Cisco Technologies, QoS, Telephony, Virtualization, Pre-sales, Switches, Routing, Managed Services, WAN, Network Architecture
Education
Augsburg College 1969 — 1973
BA, Business Adm - Finance, Business-Adm-Acctg
Joseph Gallodoro's IDS Financial Services Experience 1981 - 1989
Job Insurance sales and service
Industry Insurance
Experience
Gallodoro Insurance Agencies, Inc. August 1989 - Present
IDS Financial Services 1981 - 1989
Education
Loyola University New Orleans 1968 — 1971
Gallodoro Insurance Agencies, Inc. August 1989 - Present
IDS Financial Services 1981 - 1989
Education
Loyola University New Orleans 1968 — 1971
Morten Unneberg's IDS Financial Services Experience June 1990 - September 1991
Job CEO at Insurope
Industry Insurance
Experience
Insurope September 2012 - Present
Storebrand January 2009 - September 2012
Storebrand January 2001 - December 2009
Euroben Life & Pensions January 2000 - November 2003
Storebrand January 2000 - December 2001
Storebrand September 1996 - December 1999
Vital Life Insurance Company September 1993 - September 1996
Vital Life Insurance Company September 1991 - September 1993
IDS Financial Services June 1990 - September 1991
MetLife June 1989 - June 1990
Education
University of Pennsylvania - The Wharton School 2001 — 2001
Advanved Management Program, Business
West Virginia University 1988 — 1989
Master of Business Administration (MBA)
West Virginia University 1984 — 1989
Bachelor in Marketing
Insurope September 2012 - Present
Storebrand January 2009 - September 2012
Storebrand January 2001 - December 2009
Euroben Life & Pensions January 2000 - November 2003
Storebrand January 2000 - December 2001
Storebrand September 1996 - December 1999
Vital Life Insurance Company September 1993 - September 1996
Vital Life Insurance Company September 1991 - September 1993
IDS Financial Services June 1990 - September 1991
MetLife June 1989 - June 1990
Education
University of Pennsylvania - The Wharton School 2001 — 2001
Advanved Management Program, Business
West Virginia University 1988 — 1989
Master of Business Administration (MBA)
West Virginia University 1984 — 1989
Bachelor in Marketing
Brent Lingen's IDS Financial Services Experience 1990 - 1991
Job Senior Director, Investment Management
Industry Investment Management
Experience
UnitedHealth Group August 2008 - Present
MoneyGram International 1996 - 2008
Investment Advisers Inc. 1991 - 1996
IDS Financial Services 1990 - 1991
Skills
Portfolio Management, Financial Analysis, Finance, Financial Modeling, Fixed Income, Bloomberg, Asset Management
Education
University of Minnesota Duluth 1986 — 1990
UnitedHealth Group August 2008 - Present
MoneyGram International 1996 - 2008
Investment Advisers Inc. 1991 - 1996
IDS Financial Services 1990 - 1991
Skills
Portfolio Management, Financial Analysis, Finance, Financial Modeling, Fixed Income, Bloomberg, Asset Management
Education
University of Minnesota Duluth 1986 — 1990
Vicki M. Weber's IDS Financial Services Experience 1993 - 1994
Job Work Experience
Industry Legal Services
Experience
Boieng 2010 - 2012
T-Mobile USA, Inc. 2008 - 2010
Aero Law Group September 2005 - 2008
Foreman & Brasso 2006 - 2006
Government Accountability Project 2005 - 2005
General Dynamics - OTS January 1997 - August 2002
Otak 1996 - 1997
Raytheon Technical Services Company 1995 - 1995
IDS Financial Services 1993 - 1994
Alliant Techsystems, Inc. (f.n.a. Honeywell Marine Systems) 1978 - 1993
Education
Seattle University School of Law 2002 — 2005
JD
Boieng 2010 - 2012
T-Mobile USA, Inc. 2008 - 2010
Aero Law Group September 2005 - 2008
Foreman & Brasso 2006 - 2006
Government Accountability Project 2005 - 2005
General Dynamics - OTS January 1997 - August 2002
Otak 1996 - 1997
Raytheon Technical Services Company 1995 - 1995
IDS Financial Services 1993 - 1994
Alliant Techsystems, Inc. (f.n.a. Honeywell Marine Systems) 1978 - 1993
Education
Seattle University School of Law 2002 — 2005
JD
Jeff Moe's IDS Financial Services Experience September 1979 - January 1984
Job Partner at Technical Resources, Inc.
Industry Financial Services
Experience
Technical Resources Inc. October 2010 - Present
IBM May 2002 - September 2010
American Express Financial Advisors September 1998 - May 2002
American Express Financial Advisors January 1995 - September 1998
American Express Financial Advisors April 1992 - December 1995
American Express Financial Advisors January 1988 - April 1992
American Express Financial Advisors January 1984 - January 1988
IDS Financial Services September 1979 - January 1984
Skills
Servers, Disaster Recovery, Data Center
Education
University of St. Thomas - Opus College of Business 1980 — 1984
MBA, Business Management
Gustavus Adolphus College 1975 — 1979
BA, Business, Political Science
Technical Resources Inc. October 2010 - Present
IBM May 2002 - September 2010
American Express Financial Advisors September 1998 - May 2002
American Express Financial Advisors January 1995 - September 1998
American Express Financial Advisors April 1992 - December 1995
American Express Financial Advisors January 1988 - April 1992
American Express Financial Advisors January 1984 - January 1988
IDS Financial Services September 1979 - January 1984
Skills
Servers, Disaster Recovery, Data Center
Education
University of St. Thomas - Opus College of Business 1980 — 1984
MBA, Business Management
Gustavus Adolphus College 1975 — 1979
BA, Business, Political Science
Christine Francavilla's IDS Financial Services Experience September 1992 - September 1993
Job Playwright at Abingdon Theatre Playwriting Group
Industry Education Management
Experience
Abingdon Theatre Playwriting Group February 2015 - Present
Queensborough Community College February 2014 - Present
Long Island University September 1993 - February 2014
Long Island University January 1994 - June 2001
IDS Financial Services September 1992 - September 1993
Here's Brooklyn Magazine June 1988 - June 1991
Skills
Higher Education, Campus, Teaching, Financial Aid, Administration, Student Services, Student Financial Aid, Student Affairs, Teaching Writing, Proofreading, Editorial, Creative Writing, Technical Writing, Editing, Publishing, Magazines, Public Speaking, Student Development
Education
Long Island University, Brooklyn Campus 2008 — 2011
M.F.A., Creative Writing
New York University 1986 — 1988
M.A., Education
Saint John's University 1978 — 1982
B.S., Communication Arts
regina pacis
Abingdon Theatre Playwriting Group February 2015 - Present
Queensborough Community College February 2014 - Present
Long Island University September 1993 - February 2014
Long Island University January 1994 - June 2001
IDS Financial Services September 1992 - September 1993
Here's Brooklyn Magazine June 1988 - June 1991
Skills
Higher Education, Campus, Teaching, Financial Aid, Administration, Student Services, Student Financial Aid, Student Affairs, Teaching Writing, Proofreading, Editorial, Creative Writing, Technical Writing, Editing, Publishing, Magazines, Public Speaking, Student Development
Education
Long Island University, Brooklyn Campus 2008 — 2011
M.F.A., Creative Writing
New York University 1986 — 1988
M.A., Education
Saint John's University 1978 — 1982
B.S., Communication Arts
regina pacis
milt popick's IDS Financial Services Experience 1985 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
ids financial services 1985 - 1989
Education
Drew University 1965 — 1969
Loyola University Chicago 1967 — 1968
ids financial services 1985 - 1989
Education
Drew University 1965 — 1969
Loyola University Chicago 1967 — 1968
Jeff Pittman's IDS Financial Services Experience September 1989 - October 1990
Job Executive Vice President, Director of Wealth Management at Montecito Bank & Trust
Industry Financial Services
Experience
Montecito Bank & Trust November 2011 - Present
Wells Fargo Wealth Management Group January 2004 - October 2011
Wells Fargo Investments January 1999 - January 2004
Wells Fargo Investments July 1992 - December 1998
PAMCO Securities October 1990 - June 1992
IDS Financial Services September 1989 - October 1990
Education
Loyola Marymount University 2000 — 2002
MBA, Finance
California State University-Long Beach 1979 — 1985
B.A., Communications
Savannah High 1977 — 1979
High School Diploma
College for Financial Planning
CFP(R), Financial Planning
Investment Management Consultants Association
CIMC®, CPWA®, Investments
Montecito Bank & Trust November 2011 - Present
Wells Fargo Wealth Management Group January 2004 - October 2011
Wells Fargo Investments January 1999 - January 2004
Wells Fargo Investments July 1992 - December 1998
PAMCO Securities October 1990 - June 1992
IDS Financial Services September 1989 - October 1990
Education
Loyola Marymount University 2000 — 2002
MBA, Finance
California State University-Long Beach 1979 — 1985
B.A., Communications
Savannah High 1977 — 1979
High School Diploma
College for Financial Planning
CFP(R), Financial Planning
Investment Management Consultants Association
CIMC®, CPWA®, Investments
Scott Hartle's IDS Financial Services Experience January 1985 - January 1988
Job President at Rod's Western Palace
Industry Retail
Experience
Rod's Western Palace April 1988 - Present
IDS Financial Services January 1985 - January 1988
Byer & Bowman Advertising June 1978 - June 1981
Skills
Advertising, Marketing, Public Speaking, Customer Service, Email Marketing, Direct Mail, Marketing Strategy, E-commerce, Retail, Microsoft Excel, Catalogs, Strategic Planning, Forecasting, Inventory Management, Merchandising, Team Building, Leadership, Direct Marketing, Fashion, Product Development, New Business Development, Sales, Budgets, Sales Management, Social Media Marketing, Account Management, Online Marketing, Market Research, Public Relations, Trade Shows, Negotiation
Education
The Ohio State University 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Agricultural Economics
Rod's Western Palace April 1988 - Present
IDS Financial Services January 1985 - January 1988
Byer & Bowman Advertising June 1978 - June 1981
Skills
Advertising, Marketing, Public Speaking, Customer Service, Email Marketing, Direct Mail, Marketing Strategy, E-commerce, Retail, Microsoft Excel, Catalogs, Strategic Planning, Forecasting, Inventory Management, Merchandising, Team Building, Leadership, Direct Marketing, Fashion, Product Development, New Business Development, Sales, Budgets, Sales Management, Social Media Marketing, Account Management, Online Marketing, Market Research, Public Relations, Trade Shows, Negotiation
Education
The Ohio State University 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Agricultural Economics
Mary Lockamy's IDS Financial Services Experience April 1991 - June 1993
Job Human Resources, Recruiting, Program Management, Sales and Customer Relations
Industry Human Resources
Experience
Business Education Compact January 2009 - October 2012
Starbucks April 2006 - February 2009
Independent Consultant April 1997 - December 2006
IDS Financial Services April 1991 - June 1993
ADP December 1982 - January 1991
Skills
Human Resources, Program Management, Customer Service, Organizational..., Microsoft Office, Payroll, Sales, Recruiting, Coaching, Marketing, Interviews, Employee Relations
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1982
Bachelor of Arts (BA), Economics
Business Education Compact January 2009 - October 2012
Starbucks April 2006 - February 2009
Independent Consultant April 1997 - December 2006
IDS Financial Services April 1991 - June 1993
ADP December 1982 - January 1991
Skills
Human Resources, Program Management, Customer Service, Organizational..., Microsoft Office, Payroll, Sales, Recruiting, Coaching, Marketing, Interviews, Employee Relations
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1982
Bachelor of Arts (BA), Economics
Ed Watko's IDS Financial Services Experience 1989 - 1991
Job Sr VP at Mack Financial Group
Industry Financial Services
Experience
Mack Financial Group 1993 - Present
IDS Financial Services 1989 - 1991
Skills
Wealth Management, High Net Worth..., Retirement Planning, Financial Advisory, Investments, Finance, Retirement, Financial Planners, Investment Advisory, Financial Services, Financial Analysis, Estate Planning, Securities, New Business Development
Education
American College 1997 — 1999
ChFC - Chartered Financial Consultant
American College 1994 — 1997
CLU - Chartered Life Underwriter
Marian University 1973 — 1977
BS in Business Administration, Economics minor
Mack Financial Group 1993 - Present
IDS Financial Services 1989 - 1991
Skills
Wealth Management, High Net Worth..., Retirement Planning, Financial Advisory, Investments, Finance, Retirement, Financial Planners, Investment Advisory, Financial Services, Financial Analysis, Estate Planning, Securities, New Business Development
Education
American College 1997 — 1999
ChFC - Chartered Financial Consultant
American College 1994 — 1997
CLU - Chartered Life Underwriter
Marian University 1973 — 1977
BS in Business Administration, Economics minor
Pat Dillon's IDS Financial Services Experience 1994 - 1994
Job Strategic Business Partner at Center for Creative Leadership
Industry Professional Training & Coaching
Experience
Center for Creative Leadership March 2015 - Present
FranklinCovey June 2012 - March 2015
THE TERRYBERRY COMPANY October 1999 - May 2012
POORMAN-DOUGLAS CORPORATION July 1996 - October 1999
STATE FARM INSURANCE March 1995 - July 1996
Frito Lay 1994 - 1994
IDS Financial Services 1994 - 1994
Skills
Public Speaking, Problem Solving, Process Improvement, Employee Engagement, Performance Management, Employee Relations, Organizational..., Employee Recognition, Team Building, Leadership Development, Onboarding, Strategic Planning, Training, Leadership, Management, Account Management, Customer Service, Human Resources, Budgets, Coaching, Strategy, Sales Operations, Sales Management, Sales, Program Management, New Business Development, Change Management, Marketing, Recruiting, Strategic Partnerships, Employee Training, Selling, Employee Benefits, Organizational..., Time Management, Analysis, Management Consulting, Event Management, Salesforce.com, Team Leadership, Sales Process, Customer Retention, Executive Coaching, Cold Calling, Culture Change, Sales Presentations, CRM, Contract Negotiation, Operations Management, Customer Satisfaction
Education
Portland State University 1991 — 1994
B.S, History
Eastern Oregon University 1989 — 1991
Parkrose High School 1985 — 1989
Diploma, General Studies
Center for Creative Leadership March 2015 - Present
FranklinCovey June 2012 - March 2015
THE TERRYBERRY COMPANY October 1999 - May 2012
POORMAN-DOUGLAS CORPORATION July 1996 - October 1999
STATE FARM INSURANCE March 1995 - July 1996
Frito Lay 1994 - 1994
IDS Financial Services 1994 - 1994
Skills
Public Speaking, Problem Solving, Process Improvement, Employee Engagement, Performance Management, Employee Relations, Organizational..., Employee Recognition, Team Building, Leadership Development, Onboarding, Strategic Planning, Training, Leadership, Management, Account Management, Customer Service, Human Resources, Budgets, Coaching, Strategy, Sales Operations, Sales Management, Sales, Program Management, New Business Development, Change Management, Marketing, Recruiting, Strategic Partnerships, Employee Training, Selling, Employee Benefits, Organizational..., Time Management, Analysis, Management Consulting, Event Management, Salesforce.com, Team Leadership, Sales Process, Customer Retention, Executive Coaching, Cold Calling, Culture Change, Sales Presentations, CRM, Contract Negotiation, Operations Management, Customer Satisfaction
Education
Portland State University 1991 — 1994
B.S, History
Eastern Oregon University 1989 — 1991
Parkrose High School 1985 — 1989
Diploma, General Studies
Gary Bernard's IDS Financial Services Experience January 1983 - June 1984
Job Owner, Circle Group Consulting, LLC
Industry Management Consulting
Experience
Circle Group Consulting, LLC January 2008 - Present
Bernard Consulting January 2003 - December 2007
American Express Financial Advisors November 1999 - December 2002
American Express Financial Advisors January 1995 - October 1999
American Express Financial Advisors July 1984 - December 1994
IDS Financial Services January 1983 - June 1984
IDS Financial Services April 1980 - December 1982
American Red Cross February 1973 - March 1980
US Army October 1968 - August 1971
Education
College for Financial Planning 1983 — 1986
Certified Financial Planner
University of South Florida 1974 — 1980
Masters, Education
State University of New York College at Brockport 1971 — 1973
Bachelors Degree, Education
Circle Group Consulting, LLC January 2008 - Present
Bernard Consulting January 2003 - December 2007
American Express Financial Advisors November 1999 - December 2002
American Express Financial Advisors January 1995 - October 1999
American Express Financial Advisors July 1984 - December 1994
IDS Financial Services January 1983 - June 1984
IDS Financial Services April 1980 - December 1982
American Red Cross February 1973 - March 1980
US Army October 1968 - August 1971
Education
College for Financial Planning 1983 — 1986
Certified Financial Planner
University of South Florida 1974 — 1980
Masters, Education
State University of New York College at Brockport 1971 — 1973
Bachelors Degree, Education
Jim Stotz's IDS Financial Services Experience August 1986 - February 1991
Job Lead Programmer/Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1986 - Present
American Express Financial Advisors February 1991 - February 1999
IDS Financial Services August 1986 - February 1991
Skills
Project Management, Mainframe, SDLC, Programming, Business Analysis, COBOL, Requirements Gathering, Business Intelligence, Data Analysis, Databases, SharePoint, Visio, Requirements Analysis, Testing, Process Analysis, Strategic Planning, Project Planning, Technical Support, Technical Leadership, Project Coordination, Applications..., Process Improvement, Requirement..., Business Requirements, Business Solutions..., IT Solutions, Delivering Solutions, Software Engineering, Software Development, Software Installation, Team Management, Team Building, Staff Development, Staff Management, Technical Staff..., Training Delivery, Employee Training, System Requirements, Installation Testing, User Acceptance Testing, Workflow Diagrams, Data Mining, SAS
Education
The University of South Dakota 1980 — 1986
Bachelor of Science (B.S.), Computer Science
Ameriprise Financial Services, Inc. August 1986 - Present
American Express Financial Advisors February 1991 - February 1999
IDS Financial Services August 1986 - February 1991
Skills
Project Management, Mainframe, SDLC, Programming, Business Analysis, COBOL, Requirements Gathering, Business Intelligence, Data Analysis, Databases, SharePoint, Visio, Requirements Analysis, Testing, Process Analysis, Strategic Planning, Project Planning, Technical Support, Technical Leadership, Project Coordination, Applications..., Process Improvement, Requirement..., Business Requirements, Business Solutions..., IT Solutions, Delivering Solutions, Software Engineering, Software Development, Software Installation, Team Management, Team Building, Staff Development, Staff Management, Technical Staff..., Training Delivery, Employee Training, System Requirements, Installation Testing, User Acceptance Testing, Workflow Diagrams, Data Mining, SAS
Education
The University of South Dakota 1980 — 1986
Bachelor of Science (B.S.), Computer Science
Brett Storrar's IDS Financial Services Experience 1984 - 1995
Job Franchise Consultant/Managing Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Franchise ConsultantAmeriprise Financial Advisors2005 - Present
IDS Financial Services 1984 - 1995
Education
University of Minnesota - Carlson School of Management 1978 — 1983
BS, Finance
Ameriprise Financial Services, Inc. Franchise ConsultantAmeriprise Financial Advisors2005 - Present
IDS Financial Services 1984 - 1995
Education
University of Minnesota - Carlson School of Management 1978 — 1983
BS, Finance
Pamela Belfor's IDS Financial Services Experience 1980 - 1982
Job Independent Contractor
Industry Real Estate
Experience
Indenpendent Contractor April 2012 - Present
OrthoSmile, Inc. January 2000 - April 2012
Financial Relations Board 1990 - 2000
Brean Murray, Foster 1985 - 1990
Austin Investment Management 1982 - 1985
IDS Financial Services 1980 - 1982
Coldwell Banker Prime Properties 1977 - 1980
Daphne's Restaurant 1973 - 1977
Education
Le Cordon Bleu Institute of Culinary Arts, London
Le Grand Diplome, Cuisine & Patisserie
New York University
Professional Certificate, Paralegal Studies
New York University Schack Institute of Real Estate
Professional Certificate, Real Estate Finance & Investment
Trinity College, Dublin
Associate in Natural Science, Botany, Zoology, Organic Chemistry
University of Vermont
BS, Botany, Zoology, Organic Chemistry
Indenpendent Contractor April 2012 - Present
OrthoSmile, Inc. January 2000 - April 2012
Financial Relations Board 1990 - 2000
Brean Murray, Foster 1985 - 1990
Austin Investment Management 1982 - 1985
IDS Financial Services 1980 - 1982
Coldwell Banker Prime Properties 1977 - 1980
Daphne's Restaurant 1973 - 1977
Education
Le Cordon Bleu Institute of Culinary Arts, London
Le Grand Diplome, Cuisine & Patisserie
New York University
Professional Certificate, Paralegal Studies
New York University Schack Institute of Real Estate
Professional Certificate, Real Estate Finance & Investment
Trinity College, Dublin
Associate in Natural Science, Botany, Zoology, Organic Chemistry
University of Vermont
BS, Botany, Zoology, Organic Chemistry
Deb Roach's IDS Financial Services Experience May 1986 - June 1988
Job Adjunct Instructor DSU
Industry Higher Education
Experience
Dakota State University January 2015 - Present
Brandon Valley School District September 2014 - Present
The First National Bank in Sioux Falls July 1988 - September 2014
IDS Financial Services May 1986 - June 1988
Skills
Leadership Development, Management, University Teaching, Educational Leadership, Organizational..., Higher Education, Non-profit Leadership, Non-profit Board..., Retail Banking, Asset Management, Small Business Lending, Social Media
Education
University of Wisconsin-Madison 2003 — 2006
Graduate School of Banking (GSB) and Leadership
Graduate School, University of South Dakota 1993 — 1996
Master's Degree, Human Resources Management and Services/Business
The University of South Dakota 1983 — 1985
Bachelor's Degree, Business Administration, Management and Operations
South Dakota State University 1981 — 1983
Business Administration and Management, General
Dakota State University January 2015 - Present
Brandon Valley School District September 2014 - Present
The First National Bank in Sioux Falls July 1988 - September 2014
IDS Financial Services May 1986 - June 1988
Skills
Leadership Development, Management, University Teaching, Educational Leadership, Organizational..., Higher Education, Non-profit Leadership, Non-profit Board..., Retail Banking, Asset Management, Small Business Lending, Social Media
Education
University of Wisconsin-Madison 2003 — 2006
Graduate School of Banking (GSB) and Leadership
Graduate School, University of South Dakota 1993 — 1996
Master's Degree, Human Resources Management and Services/Business
The University of South Dakota 1983 — 1985
Bachelor's Degree, Business Administration, Management and Operations
South Dakota State University 1981 — 1983
Business Administration and Management, General
Maria M. Tapang, CFP, EA's IDS Financial Services Experience 1984 - 1988
Job Financial Consulting and Tax Preparation
Industry Financial Services
Experience
Maria Tapang and Associates 1992 - Present
RJFS, Inc. 1988 - Present
IDS Financial Services 1984 - 1988
Baxter Healthcare 1974 - 1983
Skills
Financial Planning, Estate Planning, Retirement Planning, Tax Preparation
Education
Pepperdine University 1980 — 1982
Master's Degree, Business Administration
Adamson University
Bachelor of Science, Chemistry
Maria Tapang and Associates 1992 - Present
RJFS, Inc. 1988 - Present
IDS Financial Services 1984 - 1988
Baxter Healthcare 1974 - 1983
Skills
Financial Planning, Estate Planning, Retirement Planning, Tax Preparation
Education
Pepperdine University 1980 — 1982
Master's Degree, Business Administration
Adamson University
Bachelor of Science, Chemistry
Jeff Smalley's IDS Financial Services Experience October 1991 - August 1994
Job Investment Advisory Sales Analyst at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. July 2002 - Present
Raymond James Financial, Inc. August 1996 - July 2002
Gilbert Marshall August 1994 - August 1996
IDS Financial Services October 1991 - August 1994
Skills
Mutual Funds, Retirement Planning, Series 7
Education
College of Financial Planning
Certified Financial Planner
University of Nebraska-Lincoln 1988 — 1991
Master’s Degree, Finance
University of Nebraska-Lincoln 1982 — 1987
Bachelor’s Degree, Finance
Ameritas Investment Corp. July 2002 - Present
Raymond James Financial, Inc. August 1996 - July 2002
Gilbert Marshall August 1994 - August 1996
IDS Financial Services October 1991 - August 1994
Skills
Mutual Funds, Retirement Planning, Series 7
Education
College of Financial Planning
Certified Financial Planner
University of Nebraska-Lincoln 1988 — 1991
Master’s Degree, Finance
University of Nebraska-Lincoln 1982 — 1987
Bachelor’s Degree, Finance
Catherine Sweet's IDS Financial Services Experience February 1992 - June 1993
Job Senior Vice President Risk Mitigation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Services, Inc. May 2000 - February 2012
American Express Financial Advisors August 1998 - May 2000
Dain Rauscher Financial Services February 1996 - August 1998
American Express Financial Advisors June 1993 - February 1996
IDS Financial Services February 1992 - June 1993
IDS Financial Services February 1988 - February 1992
Skills
Underwriting, Leadership, Risk Management, Mutual Funds, New Business Development, Investment Advisory, Financial Services, Wealth Management, Series 7
Education
William Mitchell College of Law 1987 — 1991
Doctor of Law (J.D.)
Albion College 1980 — 1983
Bachelor's degree, Communications/Theater and English literature
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Services, Inc. May 2000 - February 2012
American Express Financial Advisors August 1998 - May 2000
Dain Rauscher Financial Services February 1996 - August 1998
American Express Financial Advisors June 1993 - February 1996
IDS Financial Services February 1992 - June 1993
IDS Financial Services February 1988 - February 1992
Skills
Underwriting, Leadership, Risk Management, Mutual Funds, New Business Development, Investment Advisory, Financial Services, Wealth Management, Series 7
Education
William Mitchell College of Law 1987 — 1991
Doctor of Law (J.D.)
Albion College 1980 — 1983
Bachelor's degree, Communications/Theater and English literature
Nathan DeFrance's IDS Financial Services Experience December 1988 - January 1991
Job Financial Services Professional
Industry Financial Services
Experience
Military Family Home Loans May 2013 - Present
RBC Wealth Management February 2013 - May 2013
RBC Wealth Management November 2004 - February 2013
Marshall Field's October 1999 - March 2004
Kelly Services July 1994 - October 1999
IDS Financial Services - IDS Trust January 1991 - July 1994
IDS Financial Services December 1988 - January 1991
Education
University of Minnesota-Twin Cities 1994 — 1999
Graphic Design, Senior
Augsburg College 1991 — 1991
Management Information Systems, General
Minnesota State University, Moorhead 1984 — 1987
Business Administration and Management, General
Barrett Public School 1972 — 1984
Military Family Home Loans May 2013 - Present
RBC Wealth Management February 2013 - May 2013
RBC Wealth Management November 2004 - February 2013
Marshall Field's October 1999 - March 2004
Kelly Services July 1994 - October 1999
IDS Financial Services - IDS Trust January 1991 - July 1994
IDS Financial Services December 1988 - January 1991
Education
University of Minnesota-Twin Cities 1994 — 1999
Graphic Design, Senior
Augsburg College 1991 — 1991
Management Information Systems, General
Minnesota State University, Moorhead 1984 — 1987
Business Administration and Management, General
Barrett Public School 1972 — 1984
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.