INVESTORS DIVERSIFIED 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: Ameriprise Auto & Home Insurance, RiverSource,
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INVESTORS DIVERSIFIED SERVICES Employees
Petree Properties I Inc. October 1998 - Present
Petree Properties I Inc. September 1992 - October 1998
Investors Diversified Services April 1990 - January 1992
Skills
Real Estate, Property Management, Real Estate Development, Leases, Apartments, Fair Housing, Operating Budgets, Yardi, AppFolio, Team Building, Due Diligence, Social Media, Marketing Strategy, Communication, Capital Improvement, CAM Reconciliation, Lease Administration
Education
University of Texas at Austin 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance
Baylor University 1987 — 1987
undergraduate studies
United States Army 1984 — 1985
Data Telecommunications Systems Operator, 72Golf
MoneyGram International July 2007 - Present
GiftCertificates.com 2002 - 2007
JOURNEY CONSULTING SERVICES, Inc 2001 - 2002
First Data Corporation 1988 - 2000
Emery Worldwide 1986 - 1988
General Aviation, Inc 1981 - 1986
INVESTORS DIVERSIFIED SERVICES 1978 - 1981
COWETA COUNTY PUBLIC SCHOOLS 1977 - 1978
Skills
Financial Services, Process Improvement, Organizational..., Credit Cards, Executive Management, Relationship Management, Vendor Management, Payments, Risk Management, Operational Risk..., Operations Management, Government Contracting, Online Fraud, Operational Excellence, Cross-functional Team..., Credit, Banking, Outsourcing Management, Compliance Operations, Fraud Prevention..., Performance Management, Business Strategy
Education
University of Alabama 1973 — 1977
Bachelor of Science (B.S.), Education
First Data University
Six Sigma Tools
University of Michigan, School of Business Administration
Management of Managers
International Quality & Productivity Center
Re-engineering Call Centers
Altstatt Financial Strategies, Inc. 1987 - Present
Financial & Tax Management 1981 - 1987
Eugene J. Altstatt & Associates 1978 - 1981
Investors Diversified Services 1972 - 1978
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Financial Reporting, Finance, Portfolio Management, Wealth Management, Equities, Financial Services
Education
University of St. Thomas 1963 — 1967
Bachelor of Arts (B.A.), Sociology
St. Thomas Military Academy 1959 — 1963
High School Diploma St Thomas Academy
U.S. Army 1989 — 1996
Quartermaster Officer Advanced Course
U.S. Army Reserve
Adjutant General Officers Advanced Course
U.S. Army Military Reserve
The American College
Certification, Financial Planning and Services
American College for Advanced Career Studies
Financial Planning and Services
College for Financial Planning
Certified Financial Planner
LIFE Leadership November 2013 - Present
StanCo Healthy Marriage October 2006 - Present
Vision Graphix & Design September 2010 - December 2014
The Modesto Bee 1994 - 2006
Cal-American Building Company / Majestic Modular Buildings 1997 - 1999
Salida Union School District 1986 - 1997
Oakdale Printing Company 1987 - 1989
Le Gran Corp, Division of Lucky Stores (Gemco) 1974 - 1986
Thrifty Stores 1974 - 1975
Investor's Diversified Services 1973 - 1974
Skills
Graphic Design, Public Speaking, Coaching, Leadership Development, Advertising, Social Media, Event Planning, Management, Social Media Marketing, Marketing, Leadership, Adobe Creative Suite, Small Business, Sales, Customer Service, InDesign, Training, Team Building, Photoshop, Nonprofits, Social Networking, Public Relations, Blogging, Fundraising, Email Marketing, Marketing Communications, Online Advertising, Newsletters, Marketing Strategy, Event Management, Editing, Online Marketing
Education
Sure Foundation Theological Institute 2009 — 2010
BA, Church Ministry
Fresno Pacific University 1998 — 1998
none, Sociology
Central Valley Opportunity Center 1987 — 1987
certificates (2), Typography / Lithography
College of San Mateo 1972 — 1973
none, Liberal Arts
Capuchino High School 1967 — 1972
Diploma, General Education
Thos. G. Grace Advisors 1987 - Present
Morgen Capital Management June 1993 - October 1995
Norwest Bank (now Wells Fargo) 1984 - 1986
Piper Jaffray October 1974 - June 1980
Investors Diversified Services October 1968 - February 1974
Skills
Investment Properties, Strategic Financial..., Financial Advisory, Thechnical Analysis, Equity Capital Markets, Fundamental Analysis, Quantitative Finance, Asset Management, Equities, Portfolio Management, Financial Services, Investments, Management, Mergers & Acquisitions, Insurance, Financial Analysis, Strategy, Small Business
Education
University of Colorado Boulder 1960 — 1964
BS (2), Engineering, Physics, Business
University of Colorado at Boulder 1960 — 1964
Bachelor of Science: Business. Bachelor of Science: Engineering Physics
In Career Transition January 2010 - Present
Ameriprise Financial Services July 1994 - January 2010
American Express Financial Advisors March 1984 - July 1994
Investors Diversified Services October 1980 - March 1984
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Series 7, Financial Advisory, Wealth Management, Financial Analysis, Asset Management, Portfolio Management, Customer Relations, Series 63, Estate Planning, Alternative Investments, Sales Management, Team Building, 401k, Negotiation, Problem Solving, Insurance, Financial Modeling, Securities, Customer Service, Equities, Long Term Care, Valuation, Risk Management, Disability Insurance, Small Business, Financial Services
Education
Indiana University - Kelley School of Business 1967 — 1971
Bachelor of Science, Finance
Indiana University Bloomington 1967 — 1971
Bachelor of Science, Finance
Associated Financial Group May 1990 - Present
Financial Resource Management Group, Inc. April 1985 - Present
Financial Resoure Management Group March 1982 - May 1990
Investors Diversified Services February 1980 - August 1982
Skills
Strategic Financial..., Insurance, Disability Insurance, Health Savings Accounts, Health Insurance, Retirement Planning, Employee Benefits
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Accredited Investment Fiduciary®, Fiduciary Compliance
College for Financial Planning 1983 — 1988
CFP, Tax Planning, Employee Benefits, Retirement and Estate Planning, Investment Management and Insuance
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
Unisys April 1980 - March 2012
Fingerhut April 1977 - April 1980
Investors Diversified Services April 1975 - April 1977
Skills
Workforce Planning, Deferred Compensation, Talent Acquisition, Performance Management, Talent Management, Human Resources, Temporary Placement, Employee Relations, Management, Employee Benefits, Recruiting, Succession Planning, Outsourcing, HRIS, Organizational Design, Employee Engagement, Personnel Management, HR Transformation, HR Consulting, HR Policies, Onboarding, Organizational..., Technical Recruiting, Applicant Tracking..., Organizational..., Change Management, Interviews, Sourcing, Benefits Administration, College Recruiting, Labor Relations, Executive Search, PeopleSoft, Executive Coaching, Hiring, Culture Change, Leadership Development, Employee Training
Education
University of Minnesota-Twin Cities
BS, Business
University of Saint Thomas - School of Business
MBA
Strategic Wealth LLC June 2012 - Present
IBM Southeast Employees' Federal Credit Union May 2008 - August 2010
National City Bank July 2007 - May 2008
GAMCO Investors, Inc. February 2006 - July 2007
Brookstreet Securities / Amelia Securities April 1994 - February 2006
RW Baird August 1991 - March 1993
ARCO Investment Management Company September 1977 - July 1991
Investors Diversified Services August 1983 - September 1985
Skills
Microsoft Office, Fixed Annuities, Customer Service, Strategic Financial..., PowerPoint, Mutual Funds, Microsoft Excel
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance, General
Edina Realty September 2002 - Present
SHELTER CARE FOR GIRLS September 1987 - August 1989
INVESTORS DIVERSIFIED SERVICES June 1983 - August 1987
Skills
Sellers, First Time Home Buyers, Relocation, Single Family Homes, Buyer Representation, Condos, Real Estate, Short Sales, Townhomes, Residential Homes, Selling, Listings, Property, Investors, Foreclosures
Education
University of St. Thomas 1987 — 1989
Master's degree, Education
University of Minnesota-Twin Cities 1979 — 1983
B.A. PSYCHOLOGY, Applied Psychology, 3.0
Master's Kennels 1999 - Present
Burr Brown Corporation 1983 - 1998
Investors Diversified Services 1977 - 1983
Bechtel Corporation 1961 - 1963
Education
Pima Community College
University of Arizona
Washington State University
Combat Wounded Veteran Challenge 2014 - Present
TGGates&Associates January 2011 - Present
SRA International April 1996 - January 2011
Federal Bureau of Investigation April 1976 - April 2006
Investors Diversified Services July 1975 - April 1976
United States Air Force June 1966 - June 1975
Skills
Sports, Event Planning, Event Management, Golf, Sports Marketing, Public Speaking, Sports Management, Strategic Planning, Sponsorship, Social Media, Marketing, Public Relations, Coaching, Marketing Strategy, Team Building, Enforcement, Counterintelligence, Investigation, Leadership, Military, Counterterrorism, Private Investigations, Homeland Security, Surveillance, Fraud, Vulnerability Assessment, Physical Security, Intelligence, Crisis Management, Firearms, Security Operations, Training, Security Clearance, Intelligence Analysis, DoD, Tactics, Defense, Information Assurance, Government, National Security, Government Contracting, Army, Command, Background Checks, Air Force, Weapons, Operational Planning, Military Operations, Emergency Management, Security Management
Education
Ball State University 1973 — 1975
Counseling Psychology
University of South Florida 1961 — 1966
BA Psychology, Criminology
University of South Florida 1961 — 1965
Bachelor of Arts (BA), Social Psychology
Davis Software Developmenmt 1982 - Present
USHMO Consultants 1983 - August 2002
Investors Diversified Services January 1975 - 1981
Education
Hiram College 1968 — 1970
Psychology, Sociology
Worcester Polytechnic Institute 1966 — 1967
engineering freshman
Hawken School 1961 — 1966